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@mukund "Adds $DUK $HII $KTB removes $SNOW $NET $WWD Goldman Sachs adds Huntington Ingalls Kontoor Brands and Duke Energy to the conviction buy list Goldman says all three stocks are well positioned. We add Duke Energy (DUK) Huntington Ingalls (HII) and Kontoor Brands (KTB) to the US Conviction List while removing Cloudflare (NET) Snowflake (SNOW) and Woodward (WWD)"
@mukund on X 2025-07-01 12:50:14 UTC 57.5K followers, 1917 engagements

"$AAPL seems to be setting up for a move higher to $XXX range"
@mukund on X 2025-07-21 14:11:12 UTC 57.5K followers, 6286 engagements

"Wow $NOW Revenue rose XXXX% to $XXXX billion from a year ago; analysts expected $XXXX billion. ServiceNow Inc's reported EPS for the quarter was $XXXX. The company reported quarterly net income of $XXX million"
@mukund on X 2025-07-23 21:06:49 UTC 57.5K followers, 1989 engagements

"I dont get the $15B valuation for a company doing $100M in revenue in 2021 growing at XX% I know this is backed by Bill Gates but did they get the memo on SPAC valuations"
@mukund on X 2021-05-13 00:31:50 UTC 57.5K followers, XX engagements

"$AVPT Jefferies initiates AvePoint as buy Jefferies said the software company is well positioned for the AI wave. AVPT has impressively cemented itself as a data protection platform for the changing enterprise data estate"
@mukund on X 2025-07-21 13:46:25 UTC 57.5K followers, 1624 engagements

"$HAS Goldman Sachs upgrades Hasbro to buy from neutral Goldman says it sees upside to consensus for the toy company. We upgrade shares of Hasbro (HAS) to Buy (from Neutral) and increase our Price Target to $XX ($66 prior) representing XX% total potential return"
@mukund on X 2025-07-01 12:48:19 UTC 57.5K followers, 1419 engagements

"@BigBullCap $PANW eyeing smaller SASE companies probably like Arkaya networks or Cato and Versa"
@mukund on X 2025-07-22 17:57:08 UTC 57.5K followers, XXX engagements

"$DT Guggenheim upgrades Dynatrace to buy from neutral Guggenheim said it sees the software stock is gaining momentum. We are upgrading DT shares to Buy from Neutral and introducing a $XX PT representing about XX% upside potential based on increased confidence that key catalysts for Dynatraces business are gaining momentum"
@mukund on X 2025-07-23 12:42:08 UTC 57.5K followers, 1187 engagements

"$COF TD Cowen upgrades Capital One to buy from hold TD Cowen says it sees significant capital return. COF has been one of the most successful card issuers since its inception having outgrown the industry and gained share consistently over the years"
@mukund on X 2025-07-08 13:16:45 UTC 57.5K followers, 1592 engagements

"$CPAY Corpay Inc Deep Dive and 2025 Outlook"
@mukund on X 2025-01-16 22:00:00 UTC 57.5K followers, 1782 engagements

"$RBLX Raymond James downgrades Roblox to outperform from strong buy The firm said expectations are too high right now. We are downgrading shares of Roblox (RBLX) to Outperform (from Strong Buy) and raising our price target to $XXX (from $81)"
@mukund on X 2025-07-23 12:43:30 UTC 57.5K followers, 1519 engagements

"$AMD HSBC upgrades Advanced Micro Devices to buy from hold The firm said AMD is back in the AI game. We highlighted in our X January note Downgrade to Reduce that AMD could see weaker FY26e AI revenue outlook as the AI GPU roadmap seemed less competitive. However we now believe there could be significant upside to FY26e AI revenue as our revised forecast of USD15.1bn is now XX% above consensus forecasts of USD9.6bn driven by a higher-than-expected pricing premium of its recent MI350 series launch"
@mukund on X 2025-07-10 13:25:21 UTC 57.5K followers, 1602 engagements

"$SYM $HOOD and $RBLX drove my June returns"
@mukund on X 2025-07-11 12:38:44 UTC 57.5K followers, 2809 engagements

"$CCL vs $RCL Citi adds Carnival to the focus list Citi named the cruise company to the focus list and says the stock has more room to run. We are swapping out RCL for CCL on the Citi Focus List. While RCL has established itself as best in class (and then some) investors cant help but seek out names with similar exposure to the cruise industry phenomenon but earlier along the valuation realization curve. We believe that CCL nicely fits that description and while the stock has had a nice run it is still -XX% vs. 2019"
@mukund on X 2025-07-16 12:57:53 UTC 57.5K followers, 1486 engagements

"$RUN Jefferies downgrades SunRun to underperform from hold Jefferies said it sees limited upside for the solar company. Budget reconciliation has residential solar on the chopping block and while we expect some improvements on IRA post Senate we see limited upside for resi exposing RUN to both NT and LT headwinds"
@mukund on X 2025-06-11 13:16:54 UTC 57.5K followers, 1699 engagements

"$NFLX a year ago in my video I said buy at $XXX Did you buy"
@mukund on X 2025-07-18 16:36:46 UTC 57.5K followers, 3628 engagements

"$MSFT $LRCX $SPOT $M $UNH for next week earnings. If I were to tell you one stock that's going to go up that's Microsoft. Satya Nadella said as in much in his blog post"
@mukund on X 2025-07-25 20:11:28 UTC 57.5K followers, 2303 engagements

"$BLK BlackRock (BLK) reported record Q2 assets under management of $12.53T driven by $68B in net inflows and rising equity markets. Adjusted EPS of $XXXXX beat estimates while revenue rose XX% to $5.42B"
@mukund on X 2025-07-15 13:11:19 UTC 57.5K followers, 1713 engagements

"$ACI Albertsons Companies has released its quarterly earnings Revenue of $24.88B (+2.53% YoY) beats by $175.58M. EPS of $XXXX (-16.67% YoY) beats by $0.03"
@mukund on X 2025-07-15 13:13:15 UTC 57.5K followers, 1470 engagements

"$TSM Taiwan Semiconductor deep dive and 2025 outlook"
@mukund on X 2025-07-17 11:58:12 UTC 57.5K followers, 1401 engagements

"$JPM JP Morgan: JPMorgan Chase (JPM) topped Q2 estimates with $45.68B in revenue driven by strong trading and investment banking though earnings fell XX% due to a gain on Visa (V) shares from last year"
@mukund on X 2025-07-15 13:10:44 UTC 57.5K followers, 1286 engagements

"$EQIX Guggenheim initiates Equinix as buy Goldman said shares are compelling at current levels. We are initiating research coverage of Equinix Inc. with a Buy rating and a price target of $XXX per share. We believe that the stocks recent decline has provided investors with an attractive buying opportunity"
@mukund on X 2025-07-10 13:23:22 UTC 57.5K followers, 1206 engagements

"Why does ChatGPT think @openAI started MCP and Model Context Protocol is an OpenAI specification"
@mukund on X 2025-07-23 13:15:09 UTC 57.5K followers, 1517 engagements

"In 2019 alone New Jersey saw roughly $XXX billion in wagers and revenues of nearly $XXX million resulting in $XX million in tax revenues. With more than $X billion wagered in the first XX months of 2020 last year was even bigger"
@mukund on X 2021-01-08 05:12:29 UTC 57.5K followers, XX engagements

"$NFLX OMG The company updated its full-year revenue forecast noting that it expects revenue to be between $XXXX billion and $XXXX billion up from a range of $XXXX billion to $XXXX billion"
@mukund on X 2025-07-17 20:28:57 UTC 57.5K followers, 4359 engagements

"$GOOGL is going higher on good earnings. up X% AH but should get higher. XX% growth on Cloud at this scale is amazing"
@mukund on X 2025-07-23 21:01:06 UTC 57.5K followers, 3835 engagements

"$WSM Gordon Haskett upgrades Williams-Sonoma to buy from hold Gordon Haskett said it sees sales improvement. We are upgrading shares of Williams-Sonoma ( WSM) to Buy-Rated from Hold-Rated with a new Price Target of $205"
@mukund on X 2025-07-23 12:42:21 UTC 57.5K followers, 1208 engagements

"$CCL Carnival Corporation (CCL) has released its quarterly earnings (press). Revenue of $6.33B (+9.46% YoY) beats by $118M. EPS of $XXXX (+218.18% YoY) beats by $0.11"
@mukund on X 2025-06-25 13:25:28 UTC 57.5K followers, 1270 engagements

"$ABNB and the stupidity that pervades Democratic leadership across the US. Same issues in Washington state. Stupid ideas from stupid people"
@mukund on X 2025-07-26 19:56:50 UTC 57.5K followers, 2351 engagements

"$BOOT Jefferies downgrades Boot Barn to hold from buy Jefferies downgraded the shoe company mainly on valuation. Were downgrading BOOT to Hold due to elevated valuation levels but remain confident in the co.s fundamentals"
@mukund on X 2025-07-23 12:48:15 UTC 57.5K followers, 1326 engagements

"$BK BNY Mellon (BK) has released its quarterly earnings (press). Revenue of $5.03B (+9.38% YoY) beats by $199.21M. EPS of $XXXX (+28.48% YoY) beats by $0.20"
@mukund on X 2025-07-15 13:12:56 UTC 57.5K followers, 1484 engagements

"$AFRM Oppenheimer initiates Affirm as outperform We initiate coverage of Affirm with an Outperform rating and $XX price target offering XX% upside potential"
@mukund on X 2025-07-21 13:53:56 UTC 57.5K followers, 1930 engagements

"$CHYM JPMorgan initiates Chime Financial as overweight JPMorgan said shares of the financial services company are compelling. We are initiating coverage of Chime (CHYM) with an Overweight rating and $XX Dec 2026 price target"
@mukund on X 2025-07-07 12:48:30 UTC 57.5K followers, 1847 engagements

"Footprint a maker of plant-based fibers thats attempting to eliminate single-use plastics is in talks to go public through a merger with Gores Holdings VII Inc. $GSEV A transaction is set to value the combined entity at as much as $3B Bloomberg"
@mukund on X 2021-08-06 21:32:43 UTC 57.5K followers, XX engagements

"$OSCR bad earnings and poor guidance. Downward revision. Should consolidate back down to $11/$12 before a move upward"
@mukund on X 2025-07-22 12:24:39 UTC 57.5K followers, 15.3K engagements

"$LRCX Goldman Sachs initiates Lam Research and Seagate as buy Goldman said it sees stable revenue for stocks like Lam Research and Seagate. On one hand the market outside China has been in a clear shallow downcycle since 2022; China has kept the Semi Cap sector in a slow-growth mode over this period. Although we see more downside than upside risks we think stable revenue through 2026 is the most likely outcome"
@mukund on X 2025-07-10 13:23:45 UTC 57.5K followers, 1215 engagements

"$CELH Citi sees a strong setup for energy drink giant Celsius this year and heading into 2026. Analyst Filippo Falorni initiated coverage of the energy drink maker with a buy rating and target price of $XX which implies the stock could jump XX% from Tuesdays close"
@mukund on X 2025-07-23 12:38:21 UTC 57.5K followers, 1760 engagements

"One of many $PTON competitors Hydrow a maker of rowing machines is in talks to go public through a merger withSandbridge X2 Corp. $SBII at $1.4B Bloomberg 🤔Why dont they just merge with $BODY It would bring all of those together"
@mukund on X 2021-08-04 04:07:12 UTC 57.5K followers, XX engagements

"$PINS Morgan Stanley upgrades Pinterest to overweight from equal weight Morgan Stanley said the stock is well positioned. We have been monitoring PINSs GPU graphic processing unit enabled investments and budding engagement and monetization improvements for multiple quarters. Heading into 2H we are turning positive as we think the benefits of these investments are set to drive under-appreciated acceleration and earnings power"
@mukund on X 2025-07-21 13:45:48 UTC 57.5K followers, 2285 engagements

"Goldman Sachs deep dive and 2025 outlook $GS"
@mukund on X 2025-07-16 12:46:11 UTC 57.5K followers, 1360 engagements

"At this point the tastiest stock to own is not $MCD or $KO or $PEP but $COST Especially for their food court"
@mukund on X 2025-07-23 03:17:56 UTC 57.5K followers, 2841 engagements

"Morgan Stanley highest conviction stocks for 2H 2025 $NVDA $CVS $ETN"
@mukund on X 2025-07-23 18:50:35 UTC 57.5K followers, 1979 engagements

"$LLY $NVO On Friday China approved Innovent Biologics mazdutide for weight loss a turning point in Chinas efforts to combat rising obesity and diabetes cases with local innovation. Mazdutide targets two different receptors in the body GLP-1R and GCGR to increase energy expenditure and metabolic rate. In large clinical trials the drug appeared just as effective as Lillys bestselling Zepbound in helping patients lose weight"
@mukund on X 2025-07-01 15:18:19 UTC 57.5K followers, 2783 engagements

"Portfolio is mostly red but some good names holding steady $DMYD $VSPR $OAC $PD $FUBO $CARR $ROKU"
@mukund on X 2020-12-09 19:07:47 UTC 57.5K followers, XX engagements

"$CSCO - Cisco Systems the networking equipment powerhouse that has made big strides to improve its artificial intelligence and cybersecurity offerings to our Bullpen watchlist @jimcramer"
@mukund on X 2025-06-23 20:16:51 UTC 57.5K followers, 2351 engagements