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@manatmadaan "@LXXX74554203 I think today it was moving more on rotation into staples but ill take it. Believe Q2 call will provide more clarity to sentiment on timing for a deal/separation"
@manatmadaan on X 2025-07-22 20:59:15 UTC XXX followers, XX engagements

"Another positive sign today on $KVUE: Kenvue Board Forms Committee For Strategic Review With Centerview and McKinsey Advisors To Accelerate Growth And Value Matter of time"
@manatmadaan on X 2025-07-14 11:08:44 UTC XXX followers, XXX engagements

"@TaylortheVC Absolutely looking at weekly data on DAUs is the bigger problem. Zoom out and its a blip. $RDDT has a lot of potential and monetisation opportunities. Wrote something few days ago u might like:"
@manatmadaan on X 2025-07-19 18:05:16 UTC XXX followers, XX engagements

"$KHC: potential catalyst watch. Possible spin off of grocery and sauce business. Both should have higher multiples alone. $BRK reportedly exiting stake paves way for chg. In may board formd a committee to oversee strategic alternatives. If it happens combined value min$40/share"
@manatmadaan on X 2025-07-17 17:55:10 UTC XXX followers, XXX engagements

"Have always liked healthcare stocks due to more opportunities and mis-pricings but boy have these past two yrs. been terrible for pharma most investors lost money. When is healthcare too cheap to shrug off bad news. Rotation if happens will be imp $GSK $REGN $NVO $LLY $AMGN"
@manatmadaan on X 2025-07-17 18:30:28 UTC XXX followers, XXX engagements

"A+ companies watchlist im eagerly waiting for a pullback on $MCK $ECL $LIN $TYL $ROL $TRI $ORLY $AZO Patience and discipline. Find the high-quality names. Wait for your price. Make sure the storys still intact. Thats the game"
@manatmadaan on X 2025-06-27 13:51:10 UTC XXX followers, 1198 engagements

"@StatRiley Theres always cooling off on names that have run plus there was rotation into meme/laggard. Ive been following $UBER $TSLA Waymo threat long enough to understand that $TSLA bad report is good for $UBER"
@manatmadaan on X 2025-07-24 14:36:21 UTC XXX followers, XX engagements

"$GOOGL gangbuster numbers if you ask me. Stock rarely trades higher before the call. If Im picking problems as a bear maybe capex guide increased by $10B. But then GCP is capacity constrained and winning major customers as a bull I dont mind. Will comeback after call"
@manatmadaan on X 2025-07-23 20:17:09 UTC XXX followers, XXX engagements

"All gamey/meme/volatile names selling off $ACHR $QBTS $OPEN $IONQ $NBIS $RBLX $RDDT. Rotation into defensives/high quality again $REGN $GEHC $MTD $KHC $CHE $KVUE. think much needed market takes X steps forward n X step back. If it only took steps forward = disaster"
@manatmadaan on X 2025-07-22 14:00:40 UTC XXX followers, XXX engagements

"Some movements that surprised me today: $RDDT : expected it to trade higher on $GOOGL search being so strong. I mean if bear thesis was search slowdown this makes less sense $UBER: just up on $TSLA sucking Lol ill take it but again less sense"
@manatmadaan on X 2025-07-24 14:04:25 UTC XXX followers, XXX engagements

"Just wrote a short piece on $RDDT : Bear thesis I call it pure B.S. no fluff just the real catalyst behind the story"
@manatmadaan on X 2025-07-14 12:52:21 UTC XXX followers, XXX engagements

"$QXO initiated Buy at Truist. This ones caught my eyefounder Brad Jacobs also built $URI $XPO and more. Playbook is familiar: roll-up of smaller industrial & construction players. Digging in now should share analysis soon"
@manatmadaan on X 2025-07-01 11:36:55 UTC XXX followers, XXX engagements

"$TRI running on potential NASDAQ $QQQ inclusion. $ANSS $SNPS deal gets approval sooner than expected"
@manatmadaan on X 2025-07-14 13:51:24 UTC XXX followers, 1176 engagements

"$GOOGL call higlights: Cloud backlog $XXX B $AMZN at $XXX B so pretty good search queries grew XX% more on AI overviews Youtube has XXX B DAUs WOW Waymo coming to ten more cities Cloud capacity to extend in 2H25 Capex higher in 2026 too Great momentum FYI Im LONG"
@manatmadaan on X 2025-07-23 22:00:37 UTC XXX followers, XXX engagements

"$FICO tanking after FHFA Dir says FNMA & FMCC allowed to use $EFX Vantage score. In my opinion the worst case is XX% EPS hit between $1450-$1500 $FICO is a LONG. Not investment advice"
@manatmadaan on X 2025-07-08 14:30:18 UTC XXX followers, 1364 engagements

"Just dropped a deep dive on $SOFI but with a twist. Not just numbers I compared the actual product vs other banks broke down the catalysts risks valuation and what makes SoFi different. 👇 Read here (free): $SOFI $JPM $CHYM $ALLY"
@manatmadaan on X 2025-07-06 16:49:04 UTC XXX followers, XXX engagements

"@OverthehedgeL I am surprised if thats the concern buyside/street had 1.5-1.8% SSS dont think anyone was baking XXX or X% comp contribution from aggregators. If u ask me its the concern on $DPZ not being able to sustain X% comp growth in FY26. Which TBH I dont totally agree with"
@manatmadaan on X 2025-07-21 20:44:37 UTC XXX followers, XX engagements

"$DPZ surprises with XXX% US SSS pretty much every broker/buyside was calling for below 2%. Reiterates FY guide which was needed to prevent bears from taking over. Bears still argue next yr. comps are tough and lack of drivers. In my book $DPZ can and will sustain leadership"
@manatmadaan on X 2025-07-21 12:52:32 UTC XXX followers, XXX engagements

"Flagged this a month ago on $GOOGL charts showed strength and that seems to be coming from checks on upcoming earnings being strong. For me im LONG but know that for this thing to really breakout Aug-DOJ ruling needs to provide clarity (good or bad). After that its $XXX imo"
@manatmadaan on X 2025-07-21 16:34:17 UTC XXX followers, XXX engagements

"$ISRG decent Q but came light on system placements might trade down if picking problems but DV5 is the key focus which was good. Reduced tariff impact in guide procedures strong. QnA focus will be on remanufactured instruments (personally think overblown now that DV5 is new)"
@manatmadaan on X 2025-07-22 20:57:24 UTC XXX followers, XXX engagements

"@joecarlsonshow $GOOGL bull here but know from conversations that many investors holding off on buying before DOJ-Search ruling expected soon. Once there is clarity (good/bad) stock has good odds of regaining a higher multiple"
@manatmadaan on X 2025-07-24 14:37:48 UTC XXX followers, XX engagements

"$NKE $DECK $UAA $ONON $VFC retail ripping on US-Vietnam trade deal"
@manatmadaan on X 2025-07-02 14:33:28 UTC XXX followers, XXX engagements

"@StockMarketNerd I think $MELI stock still might move down on tariff headlines because have seen it react negatively to macro/economy news on Brazil/Argentina. Technically if Brazil economy suffers from tariffs it hurts the spending on $MELI. I love the business btw but know why stock moves"
@manatmadaan on X 2025-07-10 02:20:03 UTC XXX followers, XXX engagements

"Not surprised but $DPZ now red. One thing: $DPZ has generally traded negatively despite good results. Never gets respect on earnings. Which is why when deciding on how big you want to be in a position always consider how much respect a stock gets"
@manatmadaan on X 2025-07-21 14:05:16 UTC XXX followers, XX engagements

"$ISRG call just ended thoughts: repod shares after few qtrs. given volatility/margins were higher but more from purchase mix n underspend not new normal/DV5 rollout in EU JPN will be measured n slow (ensuring street models properly)/Force feedback approval in EU end of nxt yr"
@manatmadaan on X 2025-07-22 21:53:03 UTC XXX followers, XXX engagements

"@DividendTalks Many value traps here so be careful. But $FICO somewhere around $1450 is my level where the FNMA/FMCC headwind is appropriately priced in"
@manatmadaan on X 2025-07-21 12:55:27 UTC XXX followers, XXX engagements

"$REGN showing a lot of strength today vs peers. Want to see more of this respect"
@manatmadaan on X 2025-07-11 18:12:23 UTC XXX followers, XXX engagements