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@BottomUpEquity Avatar @BottomUpEquity Bottom Up Equity

Bottom Up Equity posts on X about strong, ai, target, business the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.

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Mentions: XX #

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Followers: XXXXX #

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Social Influence

Social category influence stocks finance technology brands cryptocurrencies countries automotive brands exchanges events

Social topic influence strong, ai, target #2261, business, acquisition #892, $pypl #1211, $nvda #991, $gpn #6, in 2026 #893, $four #24

Top accounts mentioned or mentioned by @firstadopter @michaeljburry @jchapper123 @levfinor @thelonginvest @qualityinvest5 @tidefallcapital @thestalwart @winstonmickey1 @teachtradeinv @buccocapital @jerrycap @benthompson @unusualwhales @capzay @jinseongeo83473 @mottbox @capitalstoa @conorsen @cnbc

Top assets mentioned PayPal Holdings Inc (PYPL) NVIDIA Corp. (NVDA) Global Payments Inc (GPN) 4 (FOUR) Synopsys, Inc. (SNPS) Adobe, Inc. (ADBE) Toast, Inc. (TOST) Kymera Therapeutics, Inc. Common Stock (KYMR) Masimo Corporation (MASI) Donaldson Company, Inc. (DCI) SoFi Technologies, Inc. Common Stock (SOFI) RAI Finance (SOFI) T Rowe Price Group Inc (TROW) Zoetis Inc (ZTS) Mastercard, Inc. (MA) IBM (IBM) Confluent, Inc. Class A Common Stock (CFLT) Braze, Inc. Class A Common Stock (BRZE) 69Coin (69) Goosehead Insurance, Inc. Class A Common Stock (GSHD) Alliance Fan Token (ALL) Veeva Systems, Inc. (VEEV) Teradyne, Inc. (TER) uniQure N.V. (QURE) Block, Inc. (XYZ) Fiserv Inc (FISV) Home Depot, Inc. (HD) AeroVironment, Inc. (AVAV) Simon Property Group Inc (SPG) Paycom Software Inc (PAYC) Minted (MTD) Rivian Automotive, Inc. (RIVN) American Express Company (AXP) Semtech Corp (SMTC) Axie Infinity (AXS) Advanced Energy Industries Inc (AEIS) GFL Environmental Inc. Subordinate Voting Shares (GFL) Casella Waste Systems Inc (CWST) Waste Management, Inc. (WM) Republic Services, Inc. (RSG) Waste Connections, Inc. (WCN) Neurocrine Biosciences, Inc. (NBIX) General Mills, Inc. (GIS) MBD Financials (MBD) Micron Technology, Inc. (MU) Broadcom, Inc. (AVGO)

Top Social Posts

Top posts by engagements in the last XX hours

"$VEEV Veeva Systems Solid Beat/Raise Overshadowed by CRM Concerns that Seem Overblown"
X Link 2025-11-21T10:18Z 1218 followers, 1172 engagements

"$NVDA Continues to Accelerate the AI Ecosystem With $2Bn Investment in $SNPS Summary: This morning NVDA and SNPS announced a strategic partnership which extends the two companies longstanding relationship. On a joint webcast Jensen Huang made the point that GPU/accelerated compute adoption in engineering workflows remains low. Consequently we view the crux of the announcement as an expanded (non-exclusive) partnership to broaden the use of NVDA-based AI infrastructure across a wide range of SNPS applications including chip design verification multi-industry simulation workloads and various"
X Link 2025-12-01T20:40Z 1218 followers, 3340 engagements

"$TER Upgrading Teradyne to Buy: Narrative shift revenue shift and +optionality in AI compute too important to ignore"
X Link 2025-12-02T14:07Z 1218 followers, 2305 engagements

"$QURE uniQure - FDA Meeting Minutes Confirm Prior Reversal Around AMT-130; Next Steps TBD As QURE Will Re-Engage With FDA Summary: This morning QURE announced receipt of the final meeting minutes from their pre-BLA meeting and consistent with their November 3rd announcement FDA disclosed that ph1/2 data for AMT-130 are "currently unlikely to provide the primary evidence" to support a BLA submission. Unsurprisingly QURE shares are under pressure this morning following this update that confirms what QURE previously described as a clear shift from multiple prior interactions with the agency"
X Link 2025-12-04T14:53Z 1218 followers, 10.6K engagements

"8/ The "beat and raise" momentum has evaporated compared to pre-COVID levels. Companies like $PYPL and $GPN have far less room for error now when setting guidance"
X Link 2025-12-06T00:04Z 1218 followers, XXX engagements

"9/ Two major themes for driving EPS upside in 2026: Margin Expansion and Buybacks. Margin Expansion Stories: $ADYEN $XYZ $TOST Massive Buyback Yields: $GPN $FISV $FOUR"
X Link 2025-12-06T00:04Z 1218 followers, XXX engagements

"$HD Home Depot - Quick Thoughts on Update Ahead of HD Investor Day Summary: Ahead of the investor day this morning HD affirmed FY25 guidance provided a preliminary FY26 outlook with the high end of adjusted EPS just below our estimate which trails consensus and outlined a market recovery case which included +4% to X% comparable sales growth. We will evaluate our estimates and compare our FY26 estimates with the preliminary FY26 outlook outlined below. We continue with our Hold rating"
X Link 2025-12-09T13:58Z 1218 followers, XXX engagements

"$HIPO Hippo Holdings - Updating to Align with New Reporting Structure; Estimates and Target Up Slightly Summary: Following 3Q earnings we raise our forward estimates slightly incorporating the 3Q beat and narrowly better underwriting margins. To align with the company's reporting pivot from segment earnings to premium by line of business we have updated our model accordingly. While there is upside to our numbers if HIPO is able to reach its medium-term targets (goal for 2028: $125m adjusted net income; KBWe for 2027: $60-70m on that basis) we think the very strong growth embedded in that"
X Link 2025-12-09T22:33Z 1218 followers, XXX engagements

"$AVAV AeroVironment - F2Q Recap: Strong Revenue & Bookings Mixed in with some Government Shutdown Timing Bumpiness Summary: AVAVs FQ2 showcased strong organic growth (+21%) and a record surge of new orders (+$1.4b book-tobill of 3.0). Muddying the upside in revenue/order were lower-than-expected margins only a modest upgrade to AVAVs full-year outlook and lack of a large funded backlog build. While the extended government shutdown was a drag on FQ2 results (delayed funded contract actions) AVAV anticipates a strong 2H and avoided any downgrade to their revenue outlook. Relative to AVAV's"
X Link 2025-12-10T09:04Z 1218 followers, 1131 engagements

"$SPG Simon Property Group - Takeaways From Meeting with SPG Management"
X Link 2025-12-10T09:07Z 1218 followers, XXX engagements

"$PAYC Paycom Software: Lackluster Print/Guide; Target to $165"
X Link 2025-11-06T09:25Z 1208 followers, XXX engagements

"$MTD 3Q25 Review: Strong 3Q With Some Bolt-Ons; Initial Guide Sets '26 Up To Look Good"
X Link 2025-11-10T13:33Z 1198 followers, XXX engagements

"$KYMR Kymera Therapeutics - Mgmt Dinner Recap: Reiterating Expectations/Confidence into December STAT6 Update We sat down with KYMR CEO Nello Mainolfi and CFO Bruce Jacobs to discuss their STAT6 degrader KT-621 and pipeline developments. The Ph1b KT-621 study in atopic dermatitis patients is set to readout in December. Dr. Mainolfi reiterated his view that the goal of the study is to achieve clear PD translation (ie STAT6 degradation in blood/skin) from the healthy volunteer study while also demonstrating dupilumab-like pathway blockade with measurable reductions in biomarkers like TARC"
X Link 2025-11-14T10:32Z 1198 followers, 5945 engagements

"$MASI Masimo Corporation As Patent Saga Continues.MASI Wins Another Round Against Apple"
X Link 2025-11-17T00:02Z 1207 followers, XXX engagements

"$RIVN Rivian Automotive - Improving Profit per Vehicle a Plus; Waiting for R2 and Bumping Target to $XX from $XX We believe RIVN's 3Q25 print and outlook are generally positive and the underlying long-term story is intact. Key positives include: 1) Strong Software and Service revenue and profitability; 2) COGS per unit down $2200 sequentially; 3) Gross profit (loss) per vehicle excluding software & services improved to ($985) from ($3142) in 2Q25 exceeding our ($2039) forecast; 4) Noted it can cut cost by about half from R1 to R2 ; and 5) Once new policies are in place expects tariff impact"
X Link 2025-11-17T09:41Z 1208 followers, 1620 engagements

"$AXP American Express Company - October Data: Trending In-Line with Expectations Bottom Line: AXP's October data came in as expected from both a credit and portfolio growth perspective. Notable changes relative to September data include US credit card NCOs returning to 20bps yr/yr improvement this month (which aligns with our estimates for the quarter) and SMB growth decelerating 1pt. Otherwise US card and SMB results were generally in-line with September trends. Clearly this month's results match up with the themes we have seen recently - US card credit normalizing and SMB remaining"
X Link 2025-11-17T19:13Z 1194 followers, 1419 engagements

"$JACK Jack in the Box - F4Q Earnings Takeaways Summary: JACK reported F4Q system comps down XXX% below the -XXX% Street mean but roughly in line with our -XXX% projection; adjusted EBITDA of $45.6M was only modestly below our $46.5M estimate. While trends have likely improved slightly from F4Q lows management indicated F1Q comps will "remain challenged" leading us to leave our -XXX% projection unchanged. The company anticipates a revised barbell pricing strategy emphasizing price-point value will help drive sequential SRS improvement through the year alongside initiatives to accelerate"
X Link 2025-11-20T08:59Z 1195 followers, XXX engagements

"$SMTC Semtech - F3Q26 Preview: Expect Overall Upside Amid Robust DC/AI Investment Environment"
X Link 2025-11-20T21:15Z 1207 followers, XXX engagements

"$AXS Axis Capital Holdings Buys Back Remaining Stone Point Stake; Raising EPS and TP"
X Link 2025-11-24T10:31Z 1196 followers, XXX engagements

"$AEIS Advanced Energy Industries AEIS NDR Highlights More than Datacenter (but Datacenter is a juggernaut entering 26)"
X Link 2025-11-24T10:32Z 1207 followers, XXX engagements

"$DNOW DNOW Inc. Mid-Quarter Proprietary PVF Survey Points to Positive Market Growth in 2026; Maintain Buy Rating"
X Link 2025-11-24T10:47Z 1205 followers, XXX engagements

"$DCI Donaldson Company New Proprietary Mobile Aftermarket Survey Points to Broad Based Strength; Maintain Hold Rating"
X Link 2025-11-24T10:50Z 1195 followers, XXX engagements

"Company Thoughts for 2026: $GFL (Buy C$63.82) - Best in class revenue and margin growth in 2026. $CWST (Buy $94.51) - Moving past GFL acquisition integration hiccup valuation should improve. $WCN (Buy $173.15) - 2026 FCF Conversion should improve meaningfully - we expect over 400bps. $WM (Buy $211.84) - Significant FCF coming in 2026 but WMHS needs stabilization. $RSG (Buy $215.16) - 2026 is likely to be a rebasing year for Revenue and EBITDA growth"
X Link 2025-11-25T08:56Z 1208 followers, XXX engagements

"$NBIX Neurocrine Biosciences - Lighter Than Expected IRA Cut For Austedo is an Upside Surprise for Ingrezza/NBIX"
X Link 2025-11-26T11:26Z 1195 followers, XXX engagements

"Lets look under the hood. Food shitco 1: $GIS General Mills compounded XX% annually into its 2023 highs and is now in its biggest drawdown (48%) since the 1970s. Dividend CAGR is XXX% and the stock is trading at its highest dividend yield since the early 1980s at 5.2%. EPS CAGR is X% (even after the recent weakness) and NTM P/E is 12.7x below the long term average of 15x. Not too bad right"
X Link 2025-11-28T19:07Z 1198 followers, 1539 engagements

"$MBD MongoDB Earnings Preview: MongoDB is scheduled to report F3Q26 earnings after the market close on Monday December 1st with a call at 5PM ET. Given solid hyperscaler results (+Azure +GCP +AWS) as well as healthy usage commentary from most consumption peers we believe that MongoDBs strong usage trends from last quarter carried over to 3Q which should enable Atlas to post a solid upside quarter"
X Link 2025-12-01T12:46Z 1203 followers, XXX engagements

"1/ Massive TAM disparity in the semiconductor industry where almost all the money is concentrated in processors. $NVDA $AMD $MU $AVGO"
X Link 2025-12-01T18:12Z 1197 followers, XXX engagements

"Alternative Asset Retail Monthly Tracker: Total Credit Inflows Weaker MoM; PE/Infra and REITs Stronger ( $APO $BX $OWL $BAM $KKR $CG) Bottom Line: Inflows for credit were generally weaker in November compared to October while total credit inflows of $XXX bln were down -X% from the prior month. In the PE/Infra category inflows were mixed although total inflows of $XXX bln were up +21% MoM. For the non-traded REITs net flows in October were generally stronger compared to September"
X Link 2025-12-02T13:46Z 1203 followers, XXX engagements

"Freight Pulse: Stifel Transportation Weekly Snapshot (Week 48) ( $FDX $UPS $XPO $UNP)"
X Link 2025-12-02T13:55Z 1198 followers, XXX engagements

"$OGS ONE Gas Issues 2026 Guidance Above Expectations And Updates 5-Year Plan"
X Link 2025-12-02T18:51Z 1206 followers, XXX engagements

"$CRTO Criteo - Takeaways from Management Dinner"
X Link 2025-12-03T11:00Z 1196 followers, XXX engagements

"$OKTA Okta - A Nice F3Q Print with Breadcrumbs Suggesting Better-than-Feared Initial Revenue FY26 Guidance"
X Link 2025-12-03T11:24Z 1197 followers, XXX engagements

"$MASI Masimo Corporation Investor Day 2025 Highlights Innovation Data & Achievable Long-Term Financial Outlook"
X Link 2025-12-04T10:12Z 1203 followers, XXX engagements

"$DCI Donaldson Company - F1Q26 Beat; F2026 EPS Guidance Raised; Strength in Mobile Aftermarket & Legacy Life Sciences"
X Link 2025-12-04T14:38Z 1195 followers, XXX engagements

"$PSN Parsons Corporation - FAA Contract Awarded to Competitor Peraton"
X Link 2025-12-05T15:19Z 1198 followers, XXX engagements

"$PCOR Procore Technologies - Friday Afternoon with Ajei"
X Link 2025-12-05T22:38Z 1203 followers, XXX engagements

"3/ To turn the tide in 2026 the sector needs a return to "beat and raise" quarters and a stable consumer. The bear case remains worsening macro trends and downward revisions"
X Link 2025-12-06T00:03Z 1208 followers, XXX engagements

"Summary: SoFi Technologies Inc. ( $SOFI ) announced that it priced a $1.5B equity offering and FTSE Russell will adjust SOFI's weighting in the Russell 1000 Index for the shares issued in this transaction after the close on Tuesday 12/9 which we estimate will generate passive fund demand for 1.9M SOFI shares"
X Link 2025-12-08T10:33Z 1201 followers, XXX engagements

"$IRON Disc Medicine ASH Recap: Prelim. RALLY-MF Data Reads Well & TMPRSS6 MOA Further Validated in PV Nearing Bitopertin Commercial Readiness"
X Link 2025-12-08T16:14Z 1207 followers, XXX engagements

"$SUN Sunoco - Notes From Sunoco's Analyst Day at the NYSE"
X Link 2025-12-09T17:35Z 1195 followers, XXX engagements

"$RGEN Conference and Dinner Notes"
X Link 2025-11-12T10:31Z 1207 followers, XXX engagements

"$TDG TransDigm: Good Finish to FY25 & Achievable FY26 Guide TDG this morning printed a business-as-usual Q4 and end to their FY2025. Strong organic growth and margins drove better than expected earnings. TDG's initial FY2026 outlook is on the low end of expectations but we view the ranges as conservative consistent with TDG's historical practice. After last quarter's growth scare we see these results as reassuring to the view that less has changed than what bears might argue. We expect acquisitions to be the meaningful kicker to the stock and think TDG's reasonable valuation today makes it"
X Link 2025-11-13T10:24Z 1209 followers, XXX engagements

"$INSP Inspire Medical Systems Pricing Dynamics Change Overnight and Other Headwinds We Previously Called Out are Abating; Upgrade to Buy"
X Link 2025-11-24T10:45Z 1207 followers, XXX engagements

"KBW Asset Management Minute Key Company Observations: $BLK saw long-term net inflows led by equity. $TROW saw long-term net outflows led by equity. $IVZ saw long-term net inflows led by equity. $BEN saw long-term net inflows led by allocation. $WT saw long-term net inflows led by fixed income"
X Link 2025-12-01T13:01Z 1208 followers, XXX engagements

"$JANX Janux Therapeutics - JANX007 Update Yields Some Positives But Also Questions Re: Timelines to P3 Trial Initiation(s) Reducing Target to $38"
X Link 2025-12-02T13:58Z 1209 followers, 1612 engagements

"$ZTS Zoetis R&D Day: Top Takeaways Reiterate Hold"
X Link 2025-12-02T18:53Z 1213 followers, XXX engagements

"$VSTS Vestis Corporation - Post Call Thoughts: Transformation Plan Likely to be Tough We Think the Company is Between a Rock and A Hard Place"
X Link 2025-12-03T00:49Z 1209 followers, XXX engagements

"$LESL $POOL $HAYW "Leslies announced it would close XX to XX underperforming stores across the country execute SKU optimization focused on long-tail inventory eliminating 2000 SKUS and outlined a sharper focus on value citing the pricing disconnect as driving customer losses. We believe this is Neutral to Positive for Pool Corporation" " $LESL F4Q25 days payable declined by one day suggesting less risk for suppliers including Hayward Holdings""
X Link 2025-12-03T01:05Z 1207 followers, XXX engagements

"$RKT Rocket Companies - RKT Presents at Competitors Global Tech and AI Conference Yesterday Summary: Rocket CFO Brian Brown articulated RKT's strategic pivot from a pureplay mortgage lender to a unified "homeownership platform" anchored by the acquisitions of Redfin and Mr. Cooper. These transactions result in structurally lower customer acquisition costs and scale servicing capacity to XX million loans. Management emphasized that Rocket's 30-petabyte proprietary data moat will drive AI-led operating leverage positioning the firm to meaningfully consolidate share in a fragmented industry"
X Link 2025-12-04T13:28Z 1208 followers, XXX engagements

"$SAIC Science Applications International Corporation - FQ3 Beat & Raise - not what was expected Summary: SAIC's FQ3 results this morning were refreshingly free of any new worries. Despite the extended government shutdown and ongoing civil government budget pressure SAIC was able to hold their outlook for organic revenue and upgrade their view on margins. SAIC's 3rd sequential quarter of bookings ahead of revenues supports the view that another step lower in FY27 is not necessarily a forgone conclusion. While the company's success in jump-starting organic growth has been mixed over the recent"
X Link 2025-12-04T23:01Z 1208 followers, XXX engagements

"$SOFI SoFi Technologies - Capital Raise Accretive but Investors Will be Asking Why; GC Retiring Summary: The issuance will surprise most investors given SOFI just raised the same amount in Q3 and reported capital is now at its highest level since 4Q22. We view the raise positively though given the immediate EPS accretion and relatively weak adjusted capital levels. The additional equity also provides SOFI with a meaningful amount of firepower to continue growing the balance sheet which has historically been the banks primary growth engine"
X Link 2025-12-05T01:06Z 1207 followers, XXX engagements

"$HLIO Helios Technologies - Management Meetings Highlight Improved Execution Driving Share Gains as End Markets Bottom; Reiterate Buy Rating"
X Link 2025-12-05T14:35Z 1213 followers, XXX engagements

"$JKHY Jack Henry & Associates - Potential for Market Share Capture Drives Positive Skew; Upgrading to Outperform"
X Link 2025-12-05T22:38Z 1210 followers, XXX engagements

"10/ An interesting look at competitive risk. $MA and $V sit in the "safe" zone. Meanwhile the market remains worried about $PYPL fighting for share against Apple Pay"
X Link 2025-12-06T00:04Z 1207 followers, XXX engagements

"$BCAX Bicara Therapeutics ESMO Asia Data Strengthens Our Confidence in 1500mg QW Ficerafusp Dosing and TGF-Mediated Response Depth/Durability"
X Link 2025-12-08T10:35Z 1210 followers, XXX engagements

"Stifel Raising $FULC Target Price ($20 - $25) On Better Than Expected 20mg Pociredir Data"
X Link 2025-12-08T15:12Z 1212 followers, XXX engagements

"$PNFP Pinnacle Financial Partners New Slides Out: Revenue Growth Outlook Shows Upside"
X Link 2025-12-08T15:54Z 1209 followers, XXX engagements

"$MIRM Mirum Pharmaceuticals MIRM Acquires Bluejay In A Deal That Makes Strategic Sense & Offers Another Source Of Near-Term Optionality"
X Link 2025-12-08T15:56Z 1209 followers, XXX engagements

"$CFLT Confluent - Kafkastrophe Averted; To Be Acquired by IBM for $31/Share Summary: On Monday (12/8) before the market open IBM entered into a definitive agreement to acquire Confluent. The acquisition is an all-cash deal for $31/share representing an $11B enterprise value and a 7x CY27 EV/revenue multiple. The $XX acquisition price represents a XX% premium to Confluent's last trading price prior to the announcement. Overall we believe this is a solid outcome for Confluent shareholders given inconsistent performance in recent quarters. Further we view Confluent as a strategic asset in the"
X Link 2025-12-08T16:22Z 1209 followers, XXX engagements

"$MRVL Marvell Technology Group - Multi-Year XPUs Cycles and Secured Capacity Leave Socket Defection Fears Overstated Summary: X. We believe news reports that Marvell could lose its XPU socket to a competitor for its second and larger ASIC customer are without merit. X. We also believe reports from the market landscape yesterday suggesting Marvell is not participating in its lead ASIC customers next generation platform are misleading"
X Link 2025-12-09T11:27Z 1212 followers, 1457 engagements

"$GS The Goldman Sachs Group - Strong Business Momentum Driven by Continued M&A Deal Flow Summary: Key takeaways from CFO Denis Coleman's comments at a competitor's conference revolve around capital markets and alternatives momentum expected to continue into 2026 with strong announced M&A deal volumes to-date being furthered by growth in sponsor-backed activity. Excess capital remains strong and usage priorities are unchanged with the bar for more transformative acquisitions remaining very high"
X Link 2025-12-09T17:34Z 1210 followers, XXX engagements

"$PLNT Planet Fitness: Building Momentum Should Usher in a "Golden Age" for Shares"
X Link 2025-11-06T22:40Z 1215 followers, XXX engagements

"$ALAB Astera Labs - NVLink Fusion Content Opportunity Remains Solid Despite AWS re:Invent Discussions on Next Gen Architectures Summary: On December X 2025 $ALAB announced that its building on initial support for $NVDA s NVLink ecosystem (initially announced on May XX 2025) by now actively collaborating with hyperscalers to support NVLink connectivity in their complex heterogeneous deployments across XPUs and GPUs. $ALAB stock reacted negatively to an announced partnership between $AMZN and $NVDA coming out of AWS re:Invent on fears that $ALAB s switch opportunity could be crimped in an"
X Link 2025-12-03T01:18Z 1215 followers, 4824 engagements

"$GWRE Guidewire Software Clean Start To FY26: Cloud Migrations New Product Areas A Focus"
X Link 2025-12-04T10:15Z 1215 followers, XXX engagements

"$EW Edwards Lifesciences - Investor Day Takeaways: Catalyst Rich Year Ahead and Initial 2026 Guidance Looks Like a Solid Starting Point Summary: Today we attended Edwards annual investor day meeting in Irvine California. The wide-ranging event highlighted the companys broad-based truly-impressive innovation strong leadership and offered a constructive initial 2026 guidance starting point. Our bottom line: We left the meeting feeling positive about Edwards 2026 outlook and long-term set-up. The initial 8-10% Edwards 2026 revenue growth guidance versus our prior XXX% projection looks achievable"
X Link 2025-12-05T00:45Z 1215 followers, XXX engagements

"2/ 2025 was tough for payments. The sector lagged the market as multiples compressed further. Hedge funds are buying the dip on names like $BILL $WEX and $FOUR while $TOST and $GPN have seen outflows"
X Link 2025-12-06T00:03Z 1215 followers, XXX engagements

"$BRZE Braze - F3Q26 Preview: Expecting Improving Retention Trends To Continue. AI Provides Meaningful Expansion Opportunity"
X Link 2025-12-05T14:36Z 1218 followers, 1229 engagements

"$DBRG DigitalBridge Group - Media Outlet Reports Possible Acquisition of DBRG Summary: Bloomberg is reporting that Softbank is in talks to acquire DBRG. While we do not know whether the report is valid or any transaction imminent we have previously written that we believe an acquisition of DBRG by a larger alternative asset manager would make strategic sense to broaden DBRG's scale. While SoftBank is not a pure asset manager it is a multi-strategy conglomerate known for technology investments"
X Link 2025-12-05T16:46Z 1218 followers, 2096 engagements

"1/ Here is the KBW 2026 Payments Outlook ( $V $MA $PYPL $FOUR). They view the sector as stuck between a rock and a hard place right now. A thread on the top picks and data.🧵"
X Link 2025-12-06T00:03Z 1218 followers, 1600 engagements

"11/ Ignore P/E for a moment and look at Free Cash Flow. $GPN and $FOUR are projecting massive yields for 2026. Also $PYPL is trading at a double-digit FCF yield here"
X Link 2025-12-06T00:04Z 1218 followers, 1373 engagements

"$FULC Fulcrum Therapeutics Initial 20mg Cut At ASH Meaningfully Beats Expectations; Remain Bullish Ahead Of A Defining Year For FULC/Pociredir in 2026"
X Link 2025-12-08T10:35Z 1218 followers, 9097 engagements

"$YUM YUM Brands - You Can't Out-Pizza the Hut But You Can Outgrow It Summary: Our View: Following YUM's announcement that it was considering strategic options for Pizza Hut we delved deeper into how a divestiture could affect the company's outlook and valuation. Our conclusion is that while a divestiture should improve the growth profile lower absolute earnings could offset the benefit of a re-rating from the current level. That said we are supportive of a sale as it would remove a key source of underperformance risk and should increase confidence in steadier growth. We continue to believe"
X Link 2025-12-09T11:00Z 1218 followers, XXX engagements

"$IBM International Business Machines - $CFLT Acquisition Solid Deal for IBM Summary: This morning BMO IBM announced the acquisition Confluent for $11bn (all cash) or 7x CY27 EV/revenue in-line with software comps with a similar growth profile (5-9x) and a XX% premium to Friday's close (12/05/25). Expected close mid-2026 coincidentally the anniversary of the z17 mainframe launch (similar revenue profile). CFLT runs the Apache Kafka open source data streaming platform (standard for real-time data transportation connection). XX% penetration of F500 but X% of 6500 customers generate over $1mn ARR"
X Link 2025-12-09T11:09Z 1218 followers, XXX engagements

"$BRZE Braze - No Disruption Here: In-Period DBNR Improvement Highlights A Strong Quarter Summary: As we approach the end of the 3Q reporting cycle Braze closed the group on a high-note. The top-line beat was the largest organic absolute beat the company has reported in eight quarters driven by a number of factors like the continuation of legacy vendor replacement cycle trends sales org productivity enhancements and efforts to mitigate downsell coming to fruition. We continue to view fears of AI disruption as overblown and still see an opportunity to buy an under-appreciated name even despite"
X Link 2025-12-10T09:11Z 1218 followers, XXX engagements

"$O Realty Income Corporation - Takeaways From Meeting With Management"
X Link 2025-12-11T00:16Z 1218 followers, XXX engagements

"$ZTS Zoetis Inc. 3Q25 Flash: 2025 Revenue Revision (and the Implied 4Q25 Figure) Takes Center Stage; Reiterate Hold"
X Link 2025-11-04T14:30Z 1216 followers, 1481 engagements

"$FLUT Flutter Entertainment 3Q25 Review: Sports Prediction Launch Confirmed; Promo Commentary May Resurface 'Prisoner's Dilemma' Fears FLUT reported a -X% Q3 Adj. EBITDA miss primarily reflecting unfavorable sport outcomes & impact from elevated competitor promos into NFL with FY25 Adj. EBITDA guidance lowered -XX% at midpoint mainly factoring sport results competitor promos & FanDuel response and launch investment for FanDuel Predicts. Similar to DraftKings' update last week FLUT now expects to launch sports events contracts in non-legalized states in December with expectation to have the"
X Link 2025-11-13T10:05Z 1216 followers, XXX engagements

"What's Tepper seeing in $WHR Is he playing the U.S. Housing bouncing back or what The stock has been in brutal negative momentum for the last X years and Stifel just reduced TP to $XX (Hold) couple weeks back and trimmed their 26/27 numbers across the board"
X Link 2025-11-16T11:13Z 1216 followers, XXX engagements

"Energy Transfer LP ( $ET Buy $XX PT ) ET has agreed to a 10-year supply agreement with Fermi America to provide a pipeline interconnection and an initial supply of XXX Bcf/d to Fermis campus outside of Amarillo Texas. In addition it has agreed to supply Oracle XXX Bcf/d to three data centers starting by YE25. Next they have an agreement with CloudBurst to supply natural gas to a data center in Central Texas subject to FID by CloudBurst. Finally they are expanding the Transwestern Pipeline to provide Permian natural gas to New Mexico and Arizona where additional data centers are being built"
X Link 2025-11-21T20:01Z 1216 followers, XXX engagements

"Williams Companies ( $WMB Buy $XX PT ) Williams is one of the largest transporters of natural gas in the US. Its largest gas pipe Transco runs from Texas to New York and serves the critically important data center market in Virginia. Beyond that it connects supply regions from Texas to the Marcellus insuring access to natural gas. In addition WMB has three behind the meter projects totaling $XXX billion of investment which should produce returns of 5x EBITDA. Lastly they see another X gigawatts of opportunities they have identified within their footprint which covers large sections of the US"
X Link 2025-11-21T20:02Z 1216 followers, XXX engagements

"$ZS Zscaler - Was the Holiday Bird Undercooked or Just the Right Temp Summary: On one hand this quarter was a solid start to the year with key F1Q26 metrics above guidance and/or consensus. Management continues to see traction with newer growth initiatives and noted that Y/Y organic ARR growth was consistent Q/Q implying XX% Y/Y growth. That said shares traded down X% in after hours given several dynamics: 1) lack of granular commentary around organic/Red Canary growth 2) lackluster F2Q26 NNARR and operating income guidance (modestly below consensus) and FY26 operating income going up by less"
X Link 2025-11-26T12:00Z 1216 followers, 4795 engagements

"$PYPL short interest has suddenly jumped to a new all-time high. What do you think the bears are seeing here"
X Link 2025-11-30T12:55Z 1216 followers, 7598 engagements

"$NVDA $SNPS The Synergistic Rationale: SNPS offers a relatively attractive entry at the current valuation in our view trading at 31x 3-turns lower than its 5-year historical average of 34x; a dynamic that reflects the company's commentary from last quarter tied to INTC China and general restructuring. Our view has been that these impacts likely last into mid-CY26 and should improve thereafter. NVDA's investment in SNPS likely aids the company addressing these elements in the short-term while operationally integrating with ANSS which is in early stages and likely takes into C2H26-C1H27 to be"
X Link 2025-12-01T20:44Z 1216 followers, 1719 engagements

"$GEHC GE HealthCare Technologies RSNA 2025: GEHC Dinner Highlights Positive 2026 Setup And Potential For Faster Innovation-Driven Growth In 2027 & Beyond"
X Link 2025-12-03T22:53Z 1216 followers, XXX engagements

"$WYNN Wynn Resorts Dubai/RAK Investor Event Recap; If You Build It They Will Come; They Will Also Spend Like Crazy; We See Upside; PT To $160"
X Link 2025-12-08T10:37Z 1218 followers, XXX engagements

"Stifel sees potential sentiment shift for software names ( $CRM $ADBE $INTU etc.)"
X Link 2025-12-08T11:04Z 1216 followers, XXX engagements

"$JLL Jones Lang LaSalle Highlights from Management Meeting Summary: Today we hosted meetings with JLL's CFO Kelly Howe and colleagues from investor relations and corporate finance. Discussions focused on the CRE markets and where we are in the recovery cycle as well as the fundamental outlook for major business lines. JLLs market commentary echoed takeaways from 3Q earnings and our quarterly CRE update (see here and here) which fits our reading of the current market outlook as continuing to improve. On our estimates JLL remains attractive at 13.2-15.4x 2026-2027E AEPS and 9.2-10.4x AEBITDA"
X Link 2025-12-08T22:41Z 1218 followers, XXX engagements

"$STT State Street Corporation - Revenues Trended Better to End the Year but Offset by Expenses Summary: State Street presented at a competitor's conference and provided an update for their 2025 guidance which included higher revenues but also higher expenses. The implied 4Q25 guidance suggests PPNR to be a penny light to KBW but in line with the Street"
X Link 2025-12-11T00:12Z 1218 followers, XX engagements

"$TROW T. Rowe Price Group - Monthly Flow Show November Outflows Increase M/M Summary: TROW reported November net outflows of -$8.0B which run rates to 4Q quarterly outflows of -$20.9B compared to KBWe -$14.5B and consensus' -$15.4B estimate. November-ending AUM of $1787B came in above KBWe $1785B and consensus' $1776B estimate. Target date AUM increased to $562B (+0.9% M/M). We expect a modestly negative reaction to the sequential increase in the pace of outflows"
X Link 2025-12-11T00:14Z 1218 followers, XXX engagements

"$SNPS Synopsys - F4Q Review; FY26 Will Be 'Transition Year' With Long-Term Outlook Reaffirmed and Valuation Attractive Summary: Synopsys delivered mixed F4Q results posting in line revenue ($2.25bn) but strong bottom line out-performance on margin tailwinds with adj-OM of XXXX% (vs. XXXX% consensus) and adj-EPS of $XXXX (vs. $2.78) driven by robust Ansys contribution (29.5% of total revenue) and cost discipline. While legacy Design IP remained soft (dragged by Intel and China) the Design Automation segment accelerated sharply due to the inorganic benefit. FY26 guidance embeds further top-line"
X Link 2025-12-11T11:04Z 1218 followers, XXX engagements

"$WAT Waters Corporation: 3Q25 Review: Still in the High Single-Digit Groove WAT posted a solid beat and raise with continued strong performance in pharma and global instrument growth on the back of the ongoing LC-MS replacement cycle and a return to growth in the TA Division. While the implied 4Q guide left some of the EPS beat on the table the overall outlook raise has the WAT business seemingly finishing the year on solid ground. Management offered some additional details on BD integration which appears to be moving in the right direction - though there remains much to prove on growth"
X Link 2025-11-05T09:35Z 1217 followers, XXX engagements

"$COLM Columbia Sportswear Company Appoints New Co-Presidents in Succession Planning Columbia announced the appointment of new Co-Presidents Peter Bragdon and Joseph Boyle as a step in succession planning with both reporting to Tim Boyle who will continue to serve as CEO and Chairman and remains actively engaged in his leadership of the business. Mr. Bragdon becomes President of the company while Mr. Joseph Boyle son of Tim Boyle becomes President of the Columbia brand representing a step-up in responsibilities for both. The distinction is somewhat nuanced the co-president model enables"
X Link 2025-11-14T09:14Z 1216 followers, XXX engagements

"PPA Rate Increases Slow to +1.3% in November ( $ALL $PGR $GSHD) Bottom Line: Overall personal auto insurers' rates are rising very modestly likely below loss trends pointing to near-term underwriting margin compression - from very strong levels - that will probably accelerate as more carriers pursue policies-in-force (PIF) growth. Our top picks are Outperform-rated insurer ALL broker GSHD and customer acquisition platform MAX"
X Link 2025-12-02T13:40Z 1216 followers, XXX engagements

"Homeowners Rate Increases Accelerate to +5.9% in November ( $ALL $TRV $GSHD) Bottom Line: Most homeowners insurers are still raising rates reflecting still-high (but declining) reinsurance costs stable attachment points and ongoing significant weather-related losses with the combined impact (as is typical) varying materially by individual insurer. We expect persistent rate increases to sustain solid or improving core homeowners underwriting margins and our top picks are Outperform-rated insurers $ALL and $TRV and personal insurance broker $GSHD"
X Link 2025-12-02T13:43Z 1216 followers, XXX engagements

"$EQIX Equinix - Announces CFO Retirement"
X Link 2025-12-04T10:10Z 1218 followers, XXX engagements

"$CROX Crocs Meetings at FFANY Highlight Product Diversification and CFO Insights Summary: We met Crocs Inc. at FFANY Market Week on 12/4 where EVP & CFO Patraic Reagan and SVP Erinn Murphy hosted meetings and product tours for Crocs and HEYDUDE. Product insights for Season X 2026 (July) underscore ongoing initiatives to diversify the product assortment for both Crocs (from the Classic Clog) and HEYDUDE (beyond the Wendy and Wally). Innovation is focused on developing products that dovetail with ongoing footwear trends premiumizing materials and aligning product assortment with distribution."
X Link 2025-12-04T19:16Z 1218 followers, XXX engagements

"$ITT ITT - Bloomberg Article Says ITT in Advanced Talks to Buy SPX Flow for $4.5+ Billion"
X Link 2025-12-05T14:30Z 1216 followers, XXX engagements

"$DYN Dyne Therapeutics DMD Data Exceeds Expectations with Multiple Functional Scales Hitting P-Values; Dystrophin/Safety Look Favorable"
X Link 2025-12-08T12:49Z 1218 followers, XXX engagements

"$BRK Berkshire Hathaway - Initial Thoughts on Leadership Changes Summary: Our primary takeaway from this mornings announced leadership changes (listed below) is that no matter how desirable consistency is change is inevitable when a XX year-plus CEO steps back. Implying no disrespect to incoming president and CEO Greg Abel we expect more turnover in coming months since the cache of working for Mr. Buffetts successor is not (at least yet) the same as working for Mr. Buffett himself. We maintain our Underperform rating on BRKs shares. Beyond likely deteriorating profitability (from very strong"
X Link 2025-12-08T14:30Z 1218 followers, 1124 engagements

"$ACLX Arcellx ASH Recap: Updated iMMagine-1 Data Reinforces Differentiation Thesis BLA Filing Imminent Awaiting MajesTEC-3 Details"
X Link 2025-12-08T15:55Z 1218 followers, XXX engagements

"$HOMB Home BancShares Announces Acquisition of Mountain Commerce Bancorp; Expanding into TN Markets"
X Link 2025-12-08T16:13Z 1218 followers, XXX engagements

"$KYMR Kymera Therapeutics Clear Consistent Dataset Supports KT-621 Thesis as an Active Drug in AD with Early Signals Across Other Th2 Indications"
X Link 2025-12-08T16:15Z 1218 followers, 3821 engagements

"$ADBE Adobe AI Positioning Positively Evolving Summary: We are highlighting Adobe ahead of F4Q25 results as we believe the company has made positive strides over the past year particularly at MAX in October improving its positioning in and messaging around Generative AI. It's no secret that a key overhang for the stock has been the belief that AI will be a disruptive force to creative departments making creators more efficient by orders of magnitude and shrinking the number of addressable seats over time. By positioning itself as the "Switzerland" in the market and a central genAI hub where"
X Link 2025-12-09T01:23Z 1218 followers, 1688 engagements

"$CIEN Ciena Corporation - F4Q25 Preview; Key Data Center Ramps Ahead Raising Target Price Summary: We anticipate a modest-beat in F4Q25 results versus consensus (revenue $1.29B; adjGM 42.3%; adj-EPS $0.78) underpinned by continued momentum in AI-driven network infrastructure coupled with an improving telco backdrop. While supply chains remain tight we think AI-related bookings provide a solid floor with increasing evidence of demand durability. We expect management to reaffirm its XX% revenue growth target for FY26 anchored by record backlog (1x B2B) and ahead of incremental significant"
X Link 2025-12-09T11:26Z 1218 followers, XXX engagements

"$CCL Carnival Corporation - F4Q25 Preview: ND/Bama CFP Exclusion/Inclusion Has Less Debate Vs. Will CCLs Initial Yield/Cost Spread Be Positive/ Negative Summary: Flat out nervous. That would be the best phrase we can use to describe how we feel heading into CCLs first crack at FY26 guidance. It would not surprise us to see initial FY26 guidance underwhelm expectations. The good news is buyside expectations arent crazy unrealistic like has been the case in previous years. The biggest debate going into this guide is around CCLs yield/cost spread and will that be positive neutral or negative. We"
X Link 2025-12-10T09:10Z 1218 followers, XXX engagements

"From 1973 to 1980 $MCD EPS compounded at 20%/y yet the stock price halved due to massive P/E multiple compression from 72x to 8x. Conversely from 1980 to 1990 EPS compounded at XX% but the stock appreciated 25%/y as the multiple expanded from 8x to 18x"
X Link 2025-12-10T11:54Z 1218 followers, 5906 engagements

"$CB Chubb - Initial Thoughts on the Reported "Informal Takeover Approach for AIG" Summary: On Wednesday the Insurance Insider reported that Chubb made an "informal takeover approach" for AIG and also quoted Chubb as "emphatically den(ying) that any offer was made""
X Link 2025-12-11T11:02Z 1218 followers, XXX engagements

"$ADBE Adobe - Solid Close To Fiscal Year: Double-Digit ARR Growth Guide Displays Stability Summary: We view Adobe's 4Q results as neutral-to-positive headlined by a solid top-line beat and initiating guidance ahead of the Street. Most notably from guidance in our view is the initiation of total Adobe ending ARR growth which came in above 10%. We believe this guidance should be received positively as it signals the company's confidence in broad-based demand. We walk away encouraged by AI disclosures and updates. Most meaningful was the disclosure that credit consumption accelerated and"
X Link 2025-12-11T11:05Z 1218 followers, XXX engagements