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@smartkarma Avatar @smartkarma Smartkarma

Smartkarma, a financial insights platform, has been actively posting updates on various stocks and companies. Recently, there have been notable developments around companies such as Temenos, whose shares sank XX% after Hindenburg announced a short position, and Pop Mart, which saw its shares increase by XXX% year-to-date. Additionally, there are updates on earnings alerts for companies like Thermo Fisher, Aramco, and Mastercard, as well as discussions around potential buy opportunities in stocks like BYD and Advantest.

Engagements: XXXXX #

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Mentions: XX #

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Followers: XXXXX #

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CreatorRank: XXXXXXXXX #

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Social Influence

Social category influence stocks XXXXX% finance XXXX% technology brands XXXX% automotive brands XXXX% cryptocurrencies XXXX% countries XXXX% currencies XXXX%

Social topic influence $nvda 2.26%, bank 2.26%, if you 2.26%, level 2.26%, geely 2.26%, target 1.5%, ceo 1.5%, investment 1.5%, $2899hk 1.5%, $9896hk XXX%

Top accounts mentioned or mentioned by @mikefritzell @tradingarb @finance_mint @raopranav @tokyoturnrounds @kkrco @onecarlyle @blackstone @dailychartbook @kalshi @philhk @kobeissiletter @firstadopter @davidjblenner @chrisz_ch @travislundyasia

Top assets mentioned NVIDIA Corp. (NVDA) Robinhood Markets, Inc. (HOOD) Bristol-Myers Squibb Co (BMY) Alphabet Inc Class A (GOOGL) Novo-Nordisk (NVO) Visa, Inc. (V) Humana Inc (HUM) Seagate Technology Holdings PLC (STX) Starbucks Corporation (SBUX) Stacks (STX) Open Campus (EDU) Target Corporation (TGT) Alcon Inc. Ordinary Shares (ALC) Micron Technology, Inc. (MU) Estee Lauder Companies Inc (EL) Elcoin (EL) PayPal Holdings Inc (PYPL) Rambus Inc (RMBS) Corning Incorporated (GLW) United Parcel Service, Inc. (UPS) UnitedHealth Group (UNH) Coldstack (CLS) F5 Inc (FFIV) Cameco Corporation (CCJ) Celestica, Inc. (CLS) Boeing Co (BA) Tesla, Inc. (TSLA) Applied Materials, Inc. (AMAT) Applovin Corporation (APP) Veeva Systems, Inc. (VEEV) AST SpaceMobile, Inc. Class A Common Stock (ASTS) Intuit Inc. (INTU) Copart, Inc. (CPRT) Ross Stores, Inc. (ROST) Biogen Inc (BIIB) Alibaba Group (BABA) Advanced Micro Devices (AMD) Keysight Technologies Inc (KEYS)

Top Social Posts

Top posts by engagements in the last XX hours

"🛎 US Pre-Market movers: $V Visa Inc -XXX% -18.8B $HUM Humana Inc +8.6% +2.6B $STX Seagate Technology Holdings PLC -XXX% -1.9B $SBUX Starbucks Corp +6.0% +6.7B $EDU New Oriental Education & Technology Group Inc -XXXX% -7.1B 👇🏻 See Smartkarma TL;DR to briefly understand why"
X Link 2025-07-30T13:13Z 8241 followers, XXX engagements

"🛎 US Pre-Market movers: $TGT Target Corp -XXXX% -4.5B $GES Guess Inc +25.6% +228.8M $EL Estee Lauder Companies Inc -XXX% -2.4B $ALC Alcon AG -XXXX% -4.4B $MU Micron Technology Inc -XXX% -6.6B 👇🏻 See Smartkarma TL;DR to briefly understand why"
X Link 2025-08-20T13:21Z 8241 followers, 1835 engagements

"📉 CEO shake-up sends $TEMN $TEMN.SW tumbling 16%. JeanPierre Brulard exits just XX months in. Whats behind Temenos revolving door at the top GregoryRamirez joins @RaoPranav on #SmartCalls to unpack the risks + outlook: 📖 Read the full Insight: Disclaimer: Informational only. Not investment advice. #Temenos #Leadership #BankingTech #EquityResearch"
X Link 2025-09-10T03:03Z 8240 followers, XXX engagements

"In Conclusion: "There's been a lot of enthusiasm washing over HK spin-offs lately: Zijin Mining (2899 HK) MINISO (9896 HK) and now Dongfeng. I think Dongfeng is trading full here. But it's not a strong conviction." David Blennerhassett 5/"
X Link 2025-10-07T01:00Z 8235 followers, XXX engagements

"Polysilicon vs $DQ"
X Link 2025-10-14T01:35Z 8238 followers, XXX engagements

"🧵Smartkarma #eventdriven #threadoftheday Palliser Capital Goes Activist on LG Chem Douglas Kim -- $051910.KS 1/"
X Link 2025-10-23T01:00Z 8238 followers, XXX engagements

"🛎 US Pre-Market movers: $PYPL PayPal Holdings Inc +14.7% +12.4B $RMBS Rambus Inc -XXXX% -1.5B $CLS Celestica Inc +11.4% +4.6B $FFIV F5 Inc -XXX% -1.5B $GLW Corning Inc -XXX% -4.1B $UPS United Parcel Service Inc +12.1% +10.4B $UNH UnitedHealth Group Inc +4.7% +16.4B $CCJ Cameco Corp +15.6% +6.8B 👇🏻 See Smartkarma TL;DR to briefly understand why"
X Link 2025-10-28T13:05Z 8240 followers, XXX engagements

"📈 Earnings Alert $BA - Boeing 3Q Adj Free Cash Flow Beats Estimates: Adj free cash flow $238m est negative $884.1m Commercial Airplanes revenue $11.09b est $10.56b Defense Space & Security revenue $6.90b est $6.2b"
X Link 2025-10-29T11:34Z 8242 followers, XXX engagements

"🛎 US Pre-Market movers: $AMAT Applied Materials Inc -XXX% -12.7B $APP Applovin Corp -XXX% -7.5B $HOOD Robinhood Markets Inc -XXX% -6.4B $TSLA Tesla Inc -XXX% -56.3B $NVDA NVIDIA Corp -XXX% -141.7B $BMY Bristol-Myers Squibb Co -XXX% -4.7B 👇🏻 See Smartkarma TL;DR to briefly understand why"
X Link 2025-11-14T14:08Z 8238 followers, 2463 engagements

"@tradingarb In Conclusion: "The SBI Shinsei Bank IPO could raise up to US$2.38bn valuing the company at US$8.34bn. Topix inclusion in Jan MGlobal possibly in May. FGlobal Fast Entry requires disclosures and could be close." Brian Freitas 5/"
X Link 2025-11-17T01:00Z 8240 followers, XXX engagements

"@tradingarb If you found this useful: Pls 💚 or 🔁 Follow us for updates 🙏 Smartkarma subs can continue reading: 6x"
X Link 2025-11-17T01:00Z 8241 followers, XXX engagements

""The SBI Shinsei Bank IPO could raise up to US$2.38bn valuing the company at US$8.34bn. Topix inclusion in Jan MGlobal possibly in May. FGlobal Fast Entry requires disclosures and could be close." 👉🏻 Read more: 🗨 Platform support for more languages coming soon"
X Link 2025-11-21T14:01Z 8241 followers, XXX engagements

"🛎 US Pre-Market movers: $VEEV Veeva Systems Inc -XXX% -2.7B $GOOG Alphabet Inc +2.1% +75.0B $ASTS AST SpaceMobile Inc +4.7% +647.3M $INTU Intuit Inc +3.8% +7.0B $CPRT Copart Inc -XXX% -1.1B $ROST Ross Stores Inc +3.1% +1.7B 👇🏻 See Smartkarma TL;DR to briefly understand why"
X Link 2025-11-21T14:03Z 8241 followers, XXX engagements

"Jardine Matheson Holdings (SGX: J36) Interim Management Statement (Q3 2025) Summary Group performance on track; full-year profit guidance unchanged Q3 results aligned with expectations set at half-year; no change to outlook. ✅ Leadership transition confirmed Lincoln Pan to become CEO on X Dec 2025 succeeding John Witt. (Neutral but strategically notable) Astra Q3 revenue flat; underlying profit slightly down YoY Weakness from coal mining offset by strength in financial services motorcycles and infrastructure. ❌/⚖ Major buybacks launched Astra and United Tractors each announced share buybacks"
X Link 2025-11-21T23:42Z 8235 followers, XXX engagements

"📈 Earnings Alert $PRX.NA - Prosus 1H Adj Ebit Misses Estimates: Adj Ebit $250m vs. $60m y/y est $289.5m Operating profit $219m +66% y/y est $229m Consolidated revenue $3.62b +22% y/y est $3.57b"
X Link 2025-11-24T06:33Z 8240 followers, XXX engagements

"🛎 US Pre-Market movers: $NVO Novo Nordisk A/S -XXXX% -15.9B $GOOGL Alphabet Inc +4.2% +161.9B $BIDU Baidu Inc +4.0% +12.9B $BMY Bristol-Myers Squibb Co +4.2% +4.1B $BIIB Biogen Inc +4.8% +1.3B $BABA Alibaba Group Holding Ltd +4.1% +126.9B 👇🏻 See Smartkarma TL;DR to briefly understand why"
X Link 2025-11-24T14:10Z 8241 followers, 3297 engagements

"🛎 US Pre-Market movers: $NVDA NVIDIA Corp -XXX% -184.1B $GOOGL Alphabet Inc +4.3% +178.1B $AMD Advanced Micro Devices Inc -XXX% -17.9B $AVGO Broadcom Inc +4.4% +8.1B $KEYS Keysight Technologies Inc +13.5% +4.7B $ZM Zoom Video Communications Inc +6.1% +1.6B 👇🏻 See Smartkarma TL;DR to briefly understand why"
X Link 2025-11-25T14:01Z 8241 followers, XXX engagements

"🛎 US Pre-Market movers: $DELL Dell Technologies Inc +4.7% +4.5B $ADSK Autodesk Inc +7.6% +5.1B $WDAY Workday Inc -XXX% -3.7B $HOOD Robinhood Markets Inc +5.9% +6.4B $ZS Zscaler Inc -XXX% -2.6B $NTNX Nutanix Inc -XXXX% -1.4B 👇🏻 See Smartkarma TL;DR to briefly understand why"
X Link 2025-11-26T14:02Z 8238 followers, XXX engagements

"🔓 Free Research Previews Indofood Sukses Makmur Tbk P $INDF.IJ: Indofood Cbp Sukses Makmur Tbk $ICBP.IJ: 🔍 Access Smartkarma's premium tools & features here:"
X Link 2025-11-27T00:45Z 8240 followers, XXX engagements

"🧵Smartkarma #eventdriven #threadoftheday Naver Financial and Dunamu Finalizes the Merger Ratio Douglas Kim -- $035420.KS 1/"
X Link 2025-11-27T01:00Z 8235 followers, XXX engagements

"Fujikuras valuation has surged. But cable demand may be heading the other way. Michael Allen and @RaoPranav break down why faster chips dont always mean more cables. 📖 Read the full Insight: Disclaimer: Informational only. Not investment advice. #JapanEquities #AI #DataCenters #OpticalCables #EquityResearch $5803.T"
X Link 2025-11-27T05:53Z 8240 followers, XXX engagements

"🧵Smartkarma #bottomup #threadoftheday Toyota (7203 JP) Vs. Suzuki (7269 JP): Statistical Arbitrage Pair Reignites with X% Target Return Gaudenz Schneider -- $7203.JP 1/"
X Link 2025-11-28T06:00Z 8241 followers, XXX engagements

"🚨 It is time for Smartkarma's Weekly Review (Don't forget to share) X. US vs Europe: 12m Fwd P/E by Sector (via @dailychartbook)"
X Link 2025-12-02T03:00Z 8239 followers, 2223 engagements

"🛎 US Pre-Market movers: $MDB MongoDB Inc +23.3% +6.9B $CRDO Credo Technology Group Holding Ltd +16.2% +5.3B $TER Teradyne Inc +3.5% +1.4B $MRVL Marvell Technology Inc +2.5% +29.8B $NET Cloudflare Inc +3.1% +2.1B 👇🏻 See Smartkarma TL;DR to briefly understand why"
X Link 2025-12-02T14:04Z 8240 followers, XXX engagements

"🚨BREAKING: INDIAN RUPEE WEAKENS PAST CLOSELY WATCHED 90-PER-DOLLAR LEVEL"
X Link 2025-12-03T03:34Z 8238 followers, XXX engagements

"In Conclusion: "There's been a lot of enthusiasm for HK spin-offs of late such as Zijin Mining and MINISO. I'm not convinced Dongfeng Motor deserves similar accolades. I still think Dongfeng is trading full here" David Blennerhassett 5/"
X Link 2025-12-05T01:00Z 8235 followers, XXX engagements

"🛎 US Pre-Market movers: $COO Cooper Companies Inc +13.5% +2.3B $ULTA Ulta Beauty Inc +7.2% +2.0B $RBRK Rubrik Inc +18.1% +2.7B $HPE Hewlett Packard Enterprise Co -XXX% -2.6B $DOCU DocuSign Inc -XXX% -1.1B 👇🏻 See Smartkarma TL;DR to briefly understand why"
X Link 2025-12-05T14:08Z 8240 followers, XXX engagements

"🚨BREAKING: CHINA VANKE SEEKS TO DELAY PAYING SECOND BOND DUE IN DECEMBER $2202.HK"
X Link 2025-12-05T14:27Z 8240 followers, XXX engagements

"@MikeFritzell Table X. Freee Table X. Money Forward"
X Link 2025-12-07T13:18Z 8241 followers, XXX engagements

"🧵Smartkarma #bottomup #threadoftheday 2026 High Conviction: Short NIO (NIO US/9866 HK) Arun George -- $NIO.US 1/"
X Link 2025-12-08T06:00Z 8241 followers, XXX engagements

"In Conclusion: "4Q deliveries guidance was below expectations and the sales momentum is declining. Breakeven targets are likely to be pushed out. The valuation is full." Arun George 5/"
X Link 2025-12-08T06:00Z 8239 followers, XXX engagements

"If you found this useful: Pls 💚 or 🔁 Follow us for updates 🙏 Smartkarma subs can continue reading: 6x"
X Link 2025-12-08T06:00Z 8241 followers, XXX engagements

"🧵Smartkarma #TMT #threadoftheday Taiwan Dual-Listings Monitor: TSMC & UMC Spreads at Historically Rare Levels Vincent Fernando CFA -- $TSM.US 1/"
X Link 2025-12-08T10:00Z 8235 followers, XXX engagements

"TSMC: +26.1% Premium; Remains at Level Rarely Maintained for More Than a Week; Good Level to Short the Spread 2/"
X Link 2025-12-08T10:00Z 8241 followers, XX engagements

"UMC: +2.5% Premium; Historically Rare Level is a Short Opportunity 3/"
X Link 2025-12-08T10:00Z 8241 followers, XX engagements

"The Taiwan Monthly Revenue Monitor is now live. ✔ Instant trends across sectors ✔ YoY/MoM signals ✔ Clean investor-ready dashboards No noise - just data that moves markets. 👉 #Taiwan #SupplyChain #Semiconductors #TechHardware #Smartkarma #Data"
X Link 2025-12-09T01:30Z 8240 followers, XXX engagements

"🧵Smartkarma #bottomup #threadoftheday 2026 High Conviction: Geely (175 HK) To Be the Largest Ming Lu -- $175.HK 1/"
X Link 2025-12-09T06:00Z 8241 followers, XXX engagements

"The deliveries still grew strongly by XX% YoY in November 2025. 2/"
X Link 2025-12-09T06:00Z 8239 followers, XX engagements

"We believe Geely will take BYDs place as the largest Chinese producer. 3/"
X Link 2025-12-09T06:00Z 8239 followers, XX engagements

"We also believe the stock has an upside of XX% for the next twelve months. 4/"
X Link 2025-12-09T06:00Z 8239 followers, XX engagements

"In Conclusion: "The deliveries grew strongly by XX% YoY in Nov. 2025. We believe Geely will take BYDs place as the largest Chinese producer. We believe the stock has an upside of XX% for the next twelve months." Ming Lu 5/"
X Link 2025-12-09T06:00Z 8239 followers, XXX engagements

"If you found this useful: Pls 💚 or 🔁 Follow us for updates 🙏 Smartkarma subs can continue reading: 6x"
X Link 2025-12-09T06:00Z 8239 followers, XXX engagements

"Latest edition of Smartkarmas Weekly Top Ten Equity Capital Markets Newsletter is out. This weekly newsletter pulls together summaries of the top ten most-read Insights across Equity Capital Markets on Smartkarma. Sign up for free:"
X Link 2025-12-10T11:01Z 8240 followers, XXX engagements

"🚨BREAKING: JIMMY KIMMEL EXTENDS DEAL WITH DISNEYS ABC FOR AT LEAST A YEAR $DIS"
X Link 2025-12-08T20:33Z 8240 followers, XXX engagements

"🔓 Free Research Previews Huazhu Group Ltd $HTHT: H World Group Ltd $1179.HK: 🔍 Access Smartkarma's premium tools & features here:"
X Link 2025-12-11T00:45Z 8240 followers, XXX engagements

"Preceding my comments on Pac Swire Properties (1972 HK) & Cathay Pacific Airways (293 HK) are the current setup/unwind tables for Asia-Pacific Holdcos. 3/"
X Link 2025-08-13T01:00Z 8239 followers, XX engagements

"🚨BREAKING: AMAZON TO INVEST MORE THAN $XX BILLION IN INDIA THROUGH 2030 $AMZN"
X Link 2025-12-10T05:03Z 8241 followers, XXX engagements

"🚨BREAKING: TRUMP SAYS ANY WARNER BROS DEAL MUST INCLUDE SALE OF CNN $WBD"
X Link 2025-12-10T21:03Z 8239 followers, XXX engagements

"Latest edition of Smartkarmas Weekly Top Ten Equity Derivatives Newsletter is out. This weekly newsletter pulls together summaries of the top ten most-read Insights across Equity Derivatives on Smartkarma. Sign up for free:"
X Link 2025-12-11T11:01Z 8241 followers, XXX engagements

"🟢 Rakuten Bank $5838.JP - Rakuten has the lowest PE multiple and PBV ratio with the near best ROE for its low PBV ratio Rakuten Bank trades on prospective PE multiple of 12.9x and 7.8x more attractive than both SBI Sumishins and Seven Bank Ltd $8410.JP"
X Link 2023-05-30T19:32Z 8240 followers, 10K engagements

"📈 Earnings Alert $2330.TT - TSMC Nov. Sales NT$343.61B +24.5% Y/y: Sales NT$343.61b Monthly sales (Y/y) +24.5% Monthly sales (M/m) -XXX% YTD sales NT$3.47 trillion YTD sales (Y/y) +32.8%"
X Link 2025-12-10T05:34Z 8240 followers, XXX engagements

"🎯 Price ratio of closely correlated ADR/local pair Huazhu Group Ltd/H World Group Ltd is near +2 s.d. Scores Actionability 3: room for price ratio to mean-revert Investability 4: fairly liquid pair 🔒 For Subs:"
X Link 2025-12-11T00:45Z 8240 followers, XXX engagements

"Singapore REITs (S-REITs): Extreme Positioning + Improving Fundamentals X Fund Flows: A Crowded Asymmetric Setup Institutions have been relentless net sellers all year positioning is deeply underweight. Retail investors continue to allocate providing steady bid support. Strategic buyers are accumulating key assets reinforcing long-term confidence. With Fed easing + quasi-QE institutional underweights become pain trades forcing potential chase-the-rally behavior on any sustained rebound. X Fundamentals: Stable Improving Macro-Supported Operating metrics are firm: positive rent reversions high"
X Link 2025-12-11T01:39Z 8240 followers, 2428 engagements

"🛎 US Pre-Market movers: $NVO Novo Nordisk A/S +2.4% +4.0B $ORCL Oracle Corp -XXXX% -70.1B $U Unity Software Inc +4.8% +962.6M $CIEN Ciena Corp +9.3% +3.2B $NVDA NVIDIA Corp -XXX% -68.5B 👇🏻 See Smartkarma TL;DR to briefly understand why"
X Link 2025-12-11T14:13Z 8240 followers, XXX engagements

"🚨BREAKING: GENERALI BPCE SCRAP ASSET MANAGEMENT TIE-UP $G.IM"
X Link 2025-12-11T16:50Z 8240 followers, XXX engagements

"📈 Earnings Alert $COST - Costco 1Q EPS Beats Estimates: EPS $XXXX vs. $XXXX y/y est $XXXX Total company comparable sales excl fuel in constant currency +6.4% est +5.92% US comparable sales ex-gas FX +5.9% est +5.68%"
X Link 2025-12-11T21:21Z 8240 followers, XXX engagements