LunarCrush LLM | LunarCrush AI Interface

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@smartkarma "🧵Smartkarma #eventdriven #threadoftheday Dongfeng (489 HK): On VOYAH's Updated Financials David Blennerhassett -- $489.HK 1/"
X Link @smartkarma 2025-10-07T01:00Z 8199 followers, XXX engagements

"@HumbleStudent Weve been warning forweeks that the U.S. equity market advance was extended and it could pull back at any time. 2/"
X Link @smartkarma 2025-10-13T12:00Z 8199 followers, XX engagements

"As Zijin Gold (2259 HK)'s share price defies gravity so does Zijin Mining Group Co Ltd H (2899 HK)'s. 2/"
X Link @smartkarma 2025-10-04T01:00Z 8200 followers, XX engagements

"📈 Earnings Alert $ABT - Abbott 3Q Adj EPS Matches Estimates: Adj EPS $XXXX vs. $XXXX y/y est $XXXX Organic sales +5.5% vs. +7.6% y/y est +5.42% Organic sales (excl COVID-19 testing-related sales) +7.5% vs. +8.2% y/y est +7.68%"
X Link @smartkarma 2025-10-15T11:41Z 8201 followers, XXX engagements

"🛎 US Pre-Market movers: $GWRE Guidewire Software Inc +14.5% +3.0B $LULU Lululemon Athletica Inc -XXXX% -3.9B $IOT Samsara Inc +12.5% +2.8B $DOCU DocuSign Inc +8.2% +1.4B $AVGO Broadcom Inc +13.0% +20.9B 👇🏻 See Smartkarma TL;DR to briefly understand why"
X Link @smartkarma 2025-09-05T13:07Z 8200 followers, XXX engagements

"Genting Malaysia (GENM MK) the owner of Resort World Genting has announced a conditional offer from controlling parent Genting Bhd (GENT MK). 2/"
X Link @smartkarma 2025-10-15T01:00Z 8200 followers, XXX engagements

"🚨BREAKING: VANKE SKIPS INTEREST ON ONSHORE PRIVATE DEBT SEEKS LOWER RATES $2202.HK"
X Link @smartkarma 2025-09-23T07:30Z 8200 followers, XXX engagements

"🛎 US Pre-Market movers: $JOBY Joby Aviation Inc -XXXX% -1.3B $RKLB Rocket Lab USA Inc +5.2% +1.7B $ASTS AST SpaceMobile Inc +12.1% +2.6B $FICO Fair Isaac Corp -XXX% -1.4B $EFX Equifax Inc +3.1% +940.5M $LCID Lucid Group Inc -XXX% -1.3B 👇🏻 See Smartkarma TL;DR to briefly understand why"
X Link @smartkarma 2025-10-08T13:10Z 8200 followers, XXX engagements

"📈 Earnings Alert $005930.KS - Samsung to Report Results; Shares Up XXXX% YTD - Look Ahead: Net est XXXX trillion won Operating profit est XXXX trillion won Sales est XXXXX trillion won GM est 37.1%"
X Link @smartkarma 2025-10-13T02:24Z 8200 followers, XXX engagements

"On XX August Dongfeng Motor (489 HK)disclosed a pre-conditional privatisation by merger by absorption by Dongfeng Motor Corporation along with a proposed distribution and listing of VOYAH shares. 2/"
X Link @smartkarma 2025-10-06T01:00Z 8200 followers, XX engagements

"🛎 US Pre-Market movers: $BABA Alibaba Group Holding Ltd -XXX% -55.7B $APLD Applied Digital Corp +28.1% +1.4B $AMCR Amcor PLC +3.1% +357.5M $MOS Mosaic Co -XXX% -660.5M $VRT Vertiv Holdings Co +3.5% +2.3B $CVS CVS Health Corp +1.7% +1.6B 👇🏻 See Smartkarma TL;DR to briefly understand why"
X Link @smartkarma 2025-10-10T13:03Z 8201 followers, XXX engagements

""Advantest has outperformed its peers and trades rich on most valuation metrics. The outperformance could also lead to NKY capping in March and that will increase the real float of the stock." 👉🏻 Read more: 🗨 Platform support for more languages coming soon"
X Link @smartkarma 2025-10-10T14:00Z 8202 followers, XXX engagements

"If you found this useful: Pls 💚 or 🔁 Follow us for updates 🙏 Smartkarma subs can continue reading: 6x"
X Link @smartkarma 2025-10-06T01:00Z 8199 followers, XXX engagements

"On the 22nd August 2025 SOE-backed Dongfeng Motor (489 HK)announced a privatisation; together with a concurrent listing of its EV arm VOYAH. 2/"
X Link @smartkarma 2025-10-07T01:00Z 8200 followers, XX engagements

"🛎 US Pre-Market movers: $NVDA NVIDIA Corp +3.2% +146.9B $IONQ IONQ Inc +4.5% +705.0M $NIO NIO Inc +4.5% +654.1M $REGN Regeneron Pharmaceuticals Inc -XXX% -1.4B $TSM Taiwan Semiconductor Manufacturing Co Ltd +4.6% +350.2B $WBD Warner Bros Discovery Inc +4.4% +1.9B 👇🏻 See Smartkarma TL;DR to briefly understand why"
X Link @smartkarma 2025-10-13T13:07Z 8200 followers, XXX engagements

"🚨BREAKING: PG&E RAISED TO INVESTMENT GRADE BY FITCH $PCG"
X Link @smartkarma 2025-09-26T14:11Z 8202 followers, XXX engagements

"🚨BREAKING: PEPSICO 3Q CORE EPS $XXXX EST. $XXXX $PEP"
X Link @smartkarma 2025-10-09T10:05Z 8202 followers, XXX engagements

"$033920.KS Muhak Co Ltd (A micro cap stock in South Korea's Consumer Staples sector): Value: 5/5 Dividend: 5/5 Growth: 5/5 Resilience: 4/5 Momentum: 5/5 🟢 SMART SCORE: 4.8/5 More analytics:"
X Link @smartkarma 2025-10-02T02:05Z 8200 followers, XX engagements

"In StubWorld: First Pacific (142 HK) Looking Stretched I saw First Pacific Co (142 HK)'s discount to NAV at XX% around its narrowest level in a decade. 2/"
X Link @smartkarma 2025-08-22T01:00Z 8199 followers, XXX engagements

"In Conclusion: "The VOYAH application proof filed on X October points to strong fundamentals and suggests that the appraised value of VOYAH and the offer are conservative." Arun George 5/"
X Link @smartkarma 2025-10-06T01:00Z 8200 followers, XXX engagements

"FedEx Asia-Pacific Trade Survey Highlights: XX% of APAC businesses plan to reduce US focus; XX% pivoting to Asia XX% to Europe. * Current exposure: XX% still cite the US as their primary market. * Regulatory volatility: XX% cite fast-changing US rules as a trade barrier; XX% prioritise clarity on duties and taxes. * Policy trigger: US ended de minimis rule (duty-free imports under US$800) all shipments now taxed. * Regional response: Over XX countries paused US shipments; FedEx expanding intra-Asia routes (e.g. SKVN TWSK) to support regional trade growth"
X Link @smartkarma 2025-10-14T04:02Z 8200 followers, XXX engagements

"🛎 US Pre-Market movers: $ESLT Elbit Systems Ltd +6.6% +1.4B $AMD Advanced Micro Devices Inc +2.6% +7.5B $TCEHY Tencent Holdings Ltd +4.9% +34.0B $TME Tencent Music Entertainment Group +2.8% +2.5B $LLY Eli Lilly and Co +1.4% +8.4B 👇🏻 See Smartkarma TL;DR to briefly understand why"
X Link @smartkarma 2025-08-13T13:09Z 8199 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 @smartkarma 2023-05-30T19:32Z 8200 followers, 5846 engagements

"@HumbleStudent Our base case calls for a 5-10% pullback and we regard any correction as a welcome pause and opportunity to add to equity positions at lower prices. 4/"
X Link @smartkarma 2025-10-13T12:00Z 8199 followers, XX engagements

"$PNB.IN Punjab National Bank (A mid cap stock in India's Financials sector): Value: 4/5 Dividend: 5/5 Growth: 5/5 Resilience: 4/5 Momentum: 4/5 🟢 SMART SCORE: 4.4/5 More analytics:"
X Link @smartkarma 2025-10-02T02:05Z 8199 followers, XX engagements

"🚨BREAKING: CHINA PROBES QUALCOMM FOR SUSPECTED MONOPOLY: CCTV $QCOM"
X Link @smartkarma 2025-10-10T09:07Z 8203 followers, 2444 engagements

"🚨BREAKING: APPLE TO BUILD NEW HOME DEVICES IN VIETNAM IN SHIFT FROM CHINA $AAPL"
X Link @smartkarma 2025-10-14T23:51Z 8201 followers, XXX engagements

"🧵Smartkarma #eventdriven #threadoftheday Genting Malaysia (GENM MK): Genting (GENT MK)'s Curious Offer David Blennerhassett -- $GENM.MK 1/"
X Link @smartkarma 2025-10-15T01:00Z 8201 followers, XXX engagements

"🛎 US Pre-Market movers: $FOXA Fox Corp +4.8% +1.4B $SNAP Snap Inc +8.7% +1.3B $OKLO Oklo Inc -XXX% -442.8M $STLA Stellantis NV -XXX% -604.4M $NVO Novo Nordisk A/S -XXX% -3.8B 👇🏻 See Smartkarma TL;DR to briefly understand why"
X Link @smartkarma 2025-09-22T13:05Z 8199 followers, XXX engagements

"📈 Earnings Alert $JPM - JPMorgan to Report Results; Shares Up XXXX% YTD - Look Ahead: Adj revenue est $45.48b FICC sales & trading revenue est $5.33b Equities sales & trading revenue est $3.04b"
X Link @smartkarma 2025-10-10T15:06Z 8199 followers, XXX engagements

"🚨BREAKING: WAYVE IN TALKS WITH MICROSOFT SOFTBANK TO RAISE UP TO $2B: FT $MSFT"
X Link @smartkarma 2025-10-13T10:07Z 8200 followers, XXX engagements

"🚨BREAKING: CHINA MULLS $XXX BILLION FUNDING PLAN TO HELP VANKE REPAY DEBT $2202.HK"
X Link @smartkarma 2025-02-12T06:44Z 8199 followers, 1679 engagements

"In Conclusion: "TOP TOY's spin-off is now firmed. I see MINISO trading at a XX% discount to NAV even if TOP TOY is priced at a similar metric to Pop Mart (9992 HK) suggesting TOP TOY's value is fully priced in" David Blennerhassett 5/"
X Link @smartkarma 2025-09-30T01:00Z 8200 followers, XXX engagements

"🛎 US Pre-Market movers: $OKLO Oklo Inc -XXXX% -2.1B $JBL Jabil Inc -XXX% -1.2B $IONQ IONQ Inc -XXX% -622.1M $SNX TD Synnex Corp -XXX% -529.2M $ORCL Oracle Corp -XXX% -24.5B 👇🏻 See Smartkarma TL;DR to briefly understand why"
X Link @smartkarma 2025-09-25T13:34Z 8200 followers, XXX engagements

"🛎 US Pre-Market movers: $PCOR Procore Technologies Inc +6.1% +668.3M $SRE Sempra +3.7% +2.0B $AZO Autozone Inc -XXX% -1.7B $IONQ IONQ Inc +3.3% +522.2M $BA Boeing Co +2.4% +3.3B 👇🏻 See Smartkarma TL;DR to briefly understand why"
X Link @smartkarma 2025-09-23T13:07Z 8202 followers, XXX engagements

"🧵Smartkarma #macro #threadoftheday The Return of Tariff Man Cam Hui @humblestudent 1/"
X Link @smartkarma 2025-10-13T12:00Z 8200 followers, XXX engagements

"🛎 US Pre-Market movers: $DLTR Dollar Tree Inc +8.3% +1.9B $BG Bunge Global SA +5.5% +672.0M $BAC Bank of America Corp +4.4% +18.0B $ABT Abbott Laboratories -XXX% -7.1B $MS Morgan Stanley +4.5% +11.9B $NVDA NVIDIA Corp +2.5% +113.7B 👇🏻 See Smartkarma TL;DR to briefly understand why"
X Link @smartkarma 2025-10-15T13:06Z 8201 followers, XXX engagements

"🧵Smartkarma #eventdriven #threadoftheday Miniso (9896 HK)'s TOP TOY Angling For Labubu Mojo David Blennerhassett -- $9896.HK 1/"
X Link @smartkarma 2025-09-30T01:00Z 8200 followers, XXX engagements

"Hikari Tsushin's Book - what's standing out today 9435JP"
X Link @smartkarma 2025-10-06T06:47Z 8201 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 @smartkarma 2025-10-15T11:01Z 8201 followers, XXX engagements

"📈 Earnings Alert $AXP - American Express Sept. Charge-Offs 1.9%: Charge-offs XXX% Delinquencies 1.4%"
X Link @smartkarma 2025-10-15T16:26Z 8201 followers, XXX engagements

"In Conclusion: "Zijin Mining is overvalued here. The pushback Momentum - in both Zijin Mining/Gold - is the proverbial freight train. I'd be taking down borrow and look to short when this turns." David Blennerhassett 5/"
X Link @smartkarma 2025-10-04T01:00Z 8200 followers, XXX engagements

"@HumbleStudent In Conclusion: "The U.S. equity market is expected to pull back due to President Trump's tariff threats on China. Our base case calls for a 5-10% pullback which presents a buying opportunity for investors." Cam Hui 5/"
X Link @smartkarma 2025-10-13T12:00Z 8200 followers, XXX engagements

"📈 Earnings Alert $MS - Morgan Stanley 3Q Net Revenue Beats Estimates: Net revenue $18.22b est $16.64b Wealth management net revenue $8.23b est $7.78b Equities sales & trading revenue $4.12b est $3.41b"
X Link @smartkarma 2025-10-15T11:30Z 8201 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 @smartkarma 2025-08-20T13:21Z 8202 followers, 1543 engagements

"Mandarin Oriental: big if true. Is value-up is becoming de rigueur across the Jardine group HK Land went up XX% in a straight line after a similar sale at Exchange Square in Apr 2025 (Hongkong Land (HKL SP) Recycles Nine Floors Of One Exchange Square. Read more: @MikeFritzell"
X Link @smartkarma 2025-09-30T04:24Z 8202 followers, 5199 engagements

"Polysilicon vs $DQ"
X Link @smartkarma 2025-10-14T01:35Z 8201 followers, XXX engagements

"🧵Smartkarma #eventdriven #threadoftheday OneConnect (6638 HK/OCFT US): 28th October Vote On Ping An's Offer David Blennerhassett -- $6638.HK 1/"
X Link @smartkarma 2025-09-24T01:00Z 8201 followers, XXX engagements

"Full disclosure: I misread the room. I thought Zijin Gold was fully priced at HK$71.59/share. As was Zijin Mining. Zijin Gold is now up XX% and Zijin Mining 20%. 3/"
X Link @smartkarma 2025-10-04T01:00Z 8200 followers, XX engagements

"🛎 US Pre-Market movers: $HES Hess Corp +7.4% +3.7B $CVX Chevron Corp +3.9% +11.4B $IBKR Interactive Brokers Group Inc +5.6% +1.5B $NFLX Netflix Inc -XXX% -15.1B $MMM 3M Co +2.6% +2.4B 👇🏻 See Smartkarma TL;DR to briefly understand why"
X Link @smartkarma 2025-07-18T13:09Z 8200 followers, 1513 engagements

"If you found this useful: Pls 💚 or 🔁 Follow us for updates 🙏 Smartkarma subs can continue reading: 6x"
X Link @smartkarma 2025-09-30T01:00Z 8200 followers, XXX engagements

"🛎 US Pre-Market movers: $AMAT Applied Materials Inc -XXXX% -17.5B $NU Nu Holdings Ltd +9.1% +5.7B $UNH UnitedHealth Group Inc +10.0% +27.6B $RBLX Roblox Corp -XXX% -4.4B $LRCX Lam Research Corp -XXX% -606.6M 👇🏻 See Smartkarma TL;DR to briefly understand why"
X Link @smartkarma 2025-08-15T13:45Z 8202 followers, XXX engagements

"Latest edition of Smartkarmas Weekly Top Ten Tech Hardware and Semiconductor Newsletter is out. This weekly newsletter pulls together summaries of the top ten most-read Insights across Tech Hardware and Semiconductor on Smartkarma. Sign up for free:"
X Link @smartkarma 2025-10-12T11:01Z 8202 followers, XXX engagements

"🛎 US Pre-Market movers: $BABA Alibaba Group Holding Ltd +8.9% +307.3B $GM General Motors Co +2.8% +1.9B $NIO NIO Inc +2.3% +347.1M $ORCL Oracle Corp -XXX% -17.8B $CTAS Cintas Corp -XXX% -622.9M 👇🏻 See Smartkarma TL;DR to briefly understand why"
X Link @smartkarma 2025-09-24T13:10Z 8201 followers, XXX engagements

"Zijin Gold currently trades at a XXX% premium to peers on forward PER and EV/EBITDA multiples. 4/"
X Link @smartkarma 2025-10-04T01:00Z 8200 followers, XX engagements

"Largest passive outflows: * Tencent $700.HK * HSBC Holdings $5.HK * Baidu $9888.HK * Xiaomi Corp $1810.HK * NetEase $9999.HK * CNOOC Ltd $883.HK * Semiconductor Manufacturing International Corp (SMIC) $981.HK * JD Health $6618.HK * Sunny Optical $2382.HK 4/"
X Link @smartkarma 2023-03-07T14:49Z 8201 followers, XXX engagements

"💡 Don't miss this weeks top podcast on Smartkarma From Buyers to Builders: Assessing the U.S. Housing Market 🎧 Tune in for the full conversation"
X Link @smartkarma 2025-10-13T09:02Z 8200 followers, XXX engagements

"📈 Earnings Alert $2330.TT - TSMC Sept. Sales NT$330.98b +31.4% Y/y: Sales NT$330.98b Monthly sales (Y/y) +31.4% Monthly sales (M/m) -XXX% YTD sales NT$2.76 trillion YTD sales (Y/y) +36.4%"
X Link @smartkarma 2025-10-09T05:38Z 8201 followers, XXX engagements

"If you found this useful: Pls 💚 or 🔁 Follow us for updates 🙏 Smartkarma subs can continue reading: 6x"
X Link @smartkarma 2025-10-04T01:00Z 8202 followers, XXX engagements

"🧵Smartkarma #eventdriven #threadoftheday Dongfeng Motor (489 HK): VOYAH Listing Docs Underscore the Upside Arun George -- $489.HK 1/"
X Link @smartkarma 2025-10-06T01:00Z 8199 followers, XXX engagements

"📈 Earnings Alert $PEP - PepsiCo to Report Results; Shares Down XXX% YTD - Look Ahead: Core EPS est $XXXX EPS est $XXXX Operating profit est $4.11b Capital expenditure est $1.14b Net revenue est $23.85b"
X Link @smartkarma 2025-10-08T15:06Z 8202 followers, XXX engagements

"In MINISO (9896 HK)'s (Possible) TOP TOY Spin-Off Is Priced In based on (then) available figures and applying a holding company discount post spin-off MINISO's upside appeared limited. 2/"
X Link @smartkarma 2025-09-30T01:00Z 8201 followers, XX engagements

"🛎 US Pre-Market movers: $RACE Ferrari NV -XXXX% -9.8B $DAL Delta Air Lines Inc +6.8% +2.7B $UAL United Airlines Holdings Inc +5.3% +1.8B $COST Costco Wholesale Corp +1.4% +5.8B $FCX Freeport-McMoRan Inc +3.9% +2.5B 👇🏻 See Smartkarma TL;DR to briefly understand why"
X Link @smartkarma 2025-10-09T13:06Z 8202 followers, XXX engagements

"📈 Earnings Alert $005930.KS - Samsung 3Q OP Beats Estimates: Operating profit XXXXX trillion won est XXX trillion won Sales XXXXX trillion won est XXXXX trillion won"
X Link @smartkarma 2025-10-13T22:42Z 8202 followers, XXX engagements

"@HumbleStudent President Trumps threat to impose high tariffs on China seems to be the bearish trigger. 3/"
X Link @smartkarma 2025-10-13T12:00Z 8200 followers, XX engagements

"🛎 US Pre-Market movers: $AMAT Applied Materials Inc -XXX% -4.2B $RDDT Reddit Inc +4.5% +1.6B $GME GameStop Corp -XXX% -384.6M $RBLX Roblox Corp -XXX% -4.0B 👇🏻 See Smartkarma TL;DR to briefly understand why"
X Link @smartkarma 2025-10-03T13:04Z 8202 followers, XXX engagements

"Kingsoft Cloud Holdings (3896 HK) was rated a BUY by Deutsche Bank with its initial target price of HK$11. Shenwan Hongyuan initiates coverage ofCaoCao (2643 HK) a BUY. 4/"
X Link @smartkarma 2025-10-06T06:00Z 8202 followers, XXX engagements