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@jdmarkman Jon & Joe Markman 🛸Jon & Joe Markman 🛸 posts on X about target, xpev, $xpev, stocks the most. They currently have XXXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.
Social category influence stocks XXXXX% finance XXXXX% technology brands XXXXX% cryptocurrencies XXXXX% automotive brands XXXX% fashion brands XXXX% exchanges XXXX%
Social topic influence target 5.26%, xpev #7, $xpev #7, stocks 4.21%, goldman sachs #65, bearish #216, outperform 3.16%, $barcl 3.16%, citigroup #63, $rl XXXX%
Top accounts mentioned or mentioned by @shanaka86 @heartbeatrading @fredlambert @naksterz @itsfrankcobbs @scottkillips @scott_killips @natethirtyeight @murph_eth @playern2011 @athletivept @shamevincent @renegade_56
Top assets mentioned XPeng Inc. (XPEV) Goldman Sachs (GS) Citigroup Inc (C) Ralph Lauren Corp (RL) Amgen, Inc. (AMGN) NVIDIA Corp. (NVDA) Morgan Stanley (MS) HSBC Holdings PLC (HSBC) Skycoin (SKY) nCino, Inc. Common Stock (NCNO) Newmont Corporation (NEM) EQIFi (EQX) Helion (HLN) Iagon (IAG) GOSSIP-COIN (GOSS) American Tower Corp (AMT) Suncor Energy, Inc. (SU) Super Micro Computer, Inc. Common Stock (SMCI) Bunge, Ltd. (BG) CatCoin (CAT) Sunrun Inc (RUN) Eli Lilly and Company (LLY) Array Technologies, Inc. Common Stock (ARRY) Piper Sandler Companies (PIPR) Paylocity Holding, Corp. (PCTY) Tandem Diabetes Care, Inc. (TNDM) Starbucks Corporation (SBUX) Ategrity Specialty Insurance Company Holdings (ASIC) Circle Internet Group, Inc. (CRCL) Nike Inc (NKE) Autozone Inc (AZO) Fluidity (FLY) Deutsche Bank Aktiengesellschaft (DB) Trane Technologies PLC (TT) ThunderCore (TT) Applied Materials, Inc. (AMAT) Wynn Resorts, Limited (WYNN) WillScot Mobile Mini Holdings, Corp. (WSC) Hippo Protocol (HP) Kohl's Corporation (KSS) Symbotic Inc. Class A Common Stock (SYM) Iconic (ICON) T-Mobile (TMUS) ICF International, Inc. (ICFI) Darling Ingredients, Inc. (DAR) FUNtoken (FUN) Solv Protocol (SOLV) Coca-Cola FEMSA, S.A.B DE C.V (KOF) Coca-Cola Co (KO) Alien Base (ALB) DAR Open Network (DAR)
Top posts by engagements in the last XX hours
"The Market's Deepening Chasm: Structure Over Substance The core conflict in today's market is the battle between passive mechanics and fundamental investing. The S&P 500's spectacular run is driven by extreme concentration. The Magnificent Seven stocks now represent a crushing XX% of the index's market value. Professional money managers rightly view this as dangerously narrow risk. However managers who refuse to replicate this excessive concentrationwho maintain a diversified prudent portfolioare instantly penalized. They lag the index simply for upholding their risk discipline. The Carvana"
X Link 2025-12-11T14:04Z 41.7K followers, XXX engagements
"Upgrades & Downgrades: Upgrades: Equinox Gold $EQX RBC Capital Markets Sector Perform Outperform Gossamer Bio $GOSS UBS Neutral Buy Price Target $X Haleon plc $HLN Goldman Neutral Buy IAMGOLD $IAG RBC Capital Markets Sector Perform Outperform Price Target $XX nCino $NCNO Morgan Stanley Equal-Weight Overweight Price Target $XX Newmont Corporation $NEM RBC Capital Markets Sector Perform Outperform Price Target $XX NIKE $NKE TD Cowen Hold Buy Price Target $XX Oracle $ORCL BofA Securities Neutral Buy Price Target $XXX Rocket Companies $RKT BofA Securities Neutral Buy Price Target $XX Saia $SAIA"
X Link 2025-09-10T12:08Z 41.7K followers, XXX engagements
"$AMT is crashing to support at $175"
X Link 2025-10-28T13:44Z 41.7K followers, 1076 engagements
"Upgrades & Downgrades -- November X Upgrades Bunge $BG Barclays Equal Weight Overweight PT $XXX Caterpillar $CAT HSBC Securities Hold Buy PT $XXX Cherry Hill Mortgage $CHMI Citizens JMP Market Perform Market Outperform PT $XXXX Suncor Energy $SU Raymond James Market Perform Outperform PT not available Super Micro Computer $SMCI Argus Hold Buy PT not available Downgrades ArcBest $ARCB Stephens Overweight Equal Weight PT $XX Coherent $COHR Northland Capital Outperform Market Perform PT $XXX Honest Company $HNST Lake Street Buy Hold PT $X Hudson Technologies $HDSN Craig Hallum Buy Hold PT $9"
X Link 2025-11-06T13:03Z 41.7K followers, XXX engagements
"Upgrades/ Downgrades -- November XX Upgrades Sunrun $RUN Guggenheim (Hold Buy Price target $92) Canopy Growth $CGC Benchmark (Hold Buy PT $14) Eli Lilly $LLY Leerink Partners (Hold Buy PT $515) Paylocity Holding $PCTY Guggenheim (Neutral Buy PT $110) Array Technologies $ARRY Seaport Global (Neutral Buy PT $70) Piper Sandler $PIPR Goldman Sachs (Neutral Buy PT $170) MP Materials $MP Deutsche Bank (Hold Buy PT $106) Downgrades CGI $GIB Jefferies (Buy Hold PT $110) MidCap Financial $MFIC Compass Point (Buy Hold) CarMax $KMX Morgan Stanley (Buy Hold PT $110) Trex Co $TREX Stifel (Buy Hold PT $90)"
X Link 2025-11-10T13:08Z 41.7K followers, XXX engagements
"Upgrades/ Downgrades -- November XX Upgrades: Tencent Music $TME: Neutral Outperform Daiwa Securities. Ategrity Specialty Insurance Company $ASIC: Neutral Buy Citigroup $XX. Mayville Engineering Company $MEC: Market Perform Outperform Northland Capital $XX. Tandem Diabetes Care $TNDM: Sell Neutral Citigroup $XXXXX. Starbucks $SBUX: Neutral Outperform Robert W. Baird $XXX. Resideo $REZI: Equal-Weight Overweight Morgan Stanley $XX. Palo Alto Networks $PANW: Neutral Overweight Piper Sandler $XXX. $MNDY: Equal-Weight Overweight Morgan Stanley $XXX. Mercury $MRCY: Outperform Strong Buy Raymond"
X Link 2025-11-12T13:16Z 41.7K followers, XXX engagements
"Upgrades/ Downgrades -- November XX Upgrades: Digi Intl $DGII Craig-Hallum upgraded to Buy. Circle Internet Group $CRCL JP Morgan upgraded to Overweight PT $XX. Firefly Aerospace $FLY Deutsche Bank upgraded to Buy. Trane Technologies $TT B of A Securities upgraded to Buy. Nike $NKE Wells Fargo upgraded to Outperform. AutoZone $AZO Goldman Sachs upgraded to Buy. Floor & Decor Holdings $FND Goldman Sachs upgraded to Buy. Carpenter Technology $CRS Keybanc upgraded to Overweight. ATI $ATI Keybanc upgraded to Buy. Genuine Parts $GPC Goldman Sachs upgraded to Buy. Downgrades: Korro Bio $KRRO"
X Link 2025-11-13T13:11Z 41.7K followers, XXX engagements
"$AMAT Since gapping down on worse than expected earnings Applied Materials has gone straight up"
X Link 2025-11-17T14:51Z 41.7K followers, XXX engagements
"Upgrades and Downgrades -- November XX Upgrades: Wynn Resorts $WYNN Citigroup Neutral Buy target $XXX WillScot Mobile Mini $WSC Robert W. Baird Neutral Outperform target $XX PROG Holdings $PRG BTIG Research Sell Neutral target $XX DNOW Inc. $DNOW Susquehanna Neutral Positive target $XX Jack In The Box $JACK Northcoast Sell Neutral Helmerich & Payne $HP Goldman Sachs Sell Neutral target $XX Experian $EXPGY Citigroup Neutral Buy Doximity $DOCS Raymond James Outperform Strong Buy target $XX Cushman & Wakefield $CWK Citigroup Neutral Buy target $XX Cognizant Tech $CTSH William Blair Mkt Perform"
X Link 2025-11-21T13:11Z 41.7K followers, XXX engagements
"Premarket Gainers and Losers -- November XX Top Premarket Gainers: Rubico $RUBI +55.47% $XXXX Likely speculative trading surge Kohl's $KSS +27.46% $XXXXX Analyst upgrades and strong retail trends Symbotic $SYM +26.00% $XXXXX Positive earnings outlook Ping An Biomedical $PASW +25.53% $XXXX Biotech sector rally Lunai Bioworks $LNAI +22.84% $XXXX Biotech gains Icon Energy $ICON +21.74% $XXXX Energy sector news WeShop Holdings $WSHP +20.77% $XXXXXX E-commerce optimism Abercrombie & Fitch $ANF +19.45% $XXXXX Retail sector momentum Top Premarket Losers: Sera Prognostics $SERA -XXXXX% $XXXX Weak"
X Link 2025-11-25T13:46Z 41.7K followers, XXX engagements
"$RL Lots of buyers for retailers. This is a good one"
X Link 2025-11-25T15:03Z 41.7K followers, XXX engagements
"$XPEV This looks like big trouble for bulls"
X Link 2025-12-01T15:09Z 41.7K followers, 1403 engagements
"$HYG A question for bears. If "smart money" is so worried about a debt implosion why are junk bonds near a record high"
X Link 2025-12-01T15:11Z 41.7K followers, XXX engagements
"Upgrades & Downgrades -- December X Upgrades Albemarle $ALB Baird Underperform Neutral $XXX PT. ICF International $ICFI Canaccord Genuity upgrade. Darling Ingredients $DAR TD Cowen upgrade. Six Flags Entertainment $FUN Truist Securities upgrade. T-Mobile US $TMUS Keybanc upgrade. Solventum $SOLV BTIG upgrade. Downgrades Coca-Cola Femsa $KOF Barclays downgrade. Janux Therapeutics $JANX multiple maintains post-data"
X Link 2025-12-02T13:13Z 41.7K followers, XXX engagements
"$XPEV Still trouble"
X Link 2025-12-02T15:15Z 41.7K followers, 1842 engagements
"$HYG Junk bonds at a new high but bears say pros are worried about risk. Um OK"
X Link 2025-12-03T15:11Z 41.7K followers, XXX engagements
"$AMGN This isn't great"
X Link 2025-12-04T14:41Z 41.7K followers, 2624 engagements
"Upgrades & Downgrades -- December X Upgrades ServiceTitan $TTAN BMO Capital Outperform $XXX $XXX (Q3 beat) Ulta Beauty $ULTA Telsey Advisory Outperform $XXX $XXX (margin expansion) Samsara $IOT BMO Capital Outperform $XX $XX (IoT growth) Dollar General $DG Telsey Advisory Market Perform $XXX $XXX (stability) Downgrades Kroger $KR Telsey Advisory Outperform $XX $XX (macro uncertainty) Rubrik $RBRK BMO Capital Outperform $XXX $XXX (valuation)"
X Link 2025-12-05T13:20Z 41.7K followers, XXX engagements
"$RL That's a nice pullback to the breakout level right"
X Link 2025-12-05T15:15Z 41.7K followers, XXX engagements
"@HeartBeaTrading @naksterz @shanaka86 Agreed. Our clients bought $NVDA in 2015 at a split-adjusted price of XX cents per share. It is now $XXX. Tey still own the shares. And they bought $AVGO $CDNS and $ANET too. This is all well documented. Google it. Burry has no such trades on his resume"
X Link 2025-12-05T19:32Z 41.7K followers, XXX engagements
"$AMGN And then there is this. Bear flags"
X Link 2025-12-05T20:40Z 41.7K followers, 2496 engagements
"The "tilt" of the consolidation determines if a pattern is bullish or bearish. Upward tilted patterns are bearish. Downward tilts are bullish. See this $TER bullish flag. We want stocks to consolidate gains while working modestly lower on declining volume. This action is buyers digesting the new price. If price rises on declining volume during the consolidation the gains are not being digested. This is unsustainable and the price usually breaks lower"
X Link 2025-12-06T14:28Z 41.7K followers, XX engagements
"Morning Notebook -- December X The market noise is deafening: AI bubbles rate hikes and global conflict dominate headlines. For the trader this creates daily panic. For the serious investor it's a massive distraction from the only thing that matters: Enduring Value. Stop trying to win the daily skirmish. Our job as investors is to win the long-term war. The vast majority of stock market wealth is created by a handful of elite companies. Focusing on short-term volatility is the fatal flaw of most investors. Reject that mindset completely. Read the thread below to understand how Markman Capital"
X Link 2025-12-08T14:06Z 41.7K followers, XXX engagements
"Winning the long-term war requires ignoring the transient signals and focusing on the enduring picture. For more than a century the overwhelming majority of stock market returns have been generated by a handful of elite companies. This is not marketing; it is a proven historical truth. Excessive diversification dilutes the spectacular returns created by these few winners. Our strategy is simple: Focus on finding and concentrating capital in the very best businesses. Our Focus: Secular Trends At Markman Capital we center on secular trends. These are massive long-lasting shifts in society"
X Link 2025-12-08T14:06Z 41.7K followers, XXX engagements
"@FredLambert Nobody is making the argument that Optimus is autonomous at this point"
X Link 2025-12-08T16:00Z 41.7K followers, XXX engagements
"Upgrades & Downgrades -- December X Upgrades: Viking Holdings $VIK upgraded at Goldman Sachs reflecting a more constructive stance on balance sheet and demand resilience within cruises versus more leveraged peers. RPM International $RPM upgraded at RBC Capital highlighting confidence in earnings durability and pricing power in specialty materials. ColgatePalmolive $CL upgraded at RBC Capital with a more favorable view on defensive cashflow margins and pricing in staples. Eaton Corp $ETN upgraded at Wolfe Research aligned with structural demand for electrification grid investment and"
X Link 2025-12-09T13:26Z 41.7K followers, XXX engagements
"Lift stops as trades move in your favor; protect gains instead of hoping theyll hold. The uncomfortable truth: hope is a lousy risk management strategy. Winners dont grow by luckthey grow because you lock in profits and let trends run with discipline. In 2021 early Tesla and Nvidia investors who trailed stops as prices surged captured massive gains. Those who left stops untouched and hoped for lost chunks on sudden pullbacks. Investors leave stops static and pray. They confuse hope with strategy. Set trailing stops that move as the trade moves. Protect profits without capping upside"
X Link 2025-12-09T16:01Z 41.7K followers, XXX engagements
"@scott_killips We think $NVDA shares are being depressed today by worries over the $ORCL results this week. The $ORCL number should be a blowout. Let's see how shares react"
X Link 2025-12-09T16:06Z 41.7K followers, XXX engagements
"Premarket Movers -- December XX Top Premarket Gainers A SPAC III Acquisition $ASPC +176.72% to $29.00: Lowfloat SPAC squeeze after an extension and heavy redemptions with no fundamental change. Enveric Biosciences $ENVB +111.49% to $12.52: Microcap biotech rally on speculative interest and recent pipelinerelated headlines. HeartBeam $BEAT +48.98% to $1.20: Cardiacdiagnostics medtech bouncing on retail momentum after prior weakness. Biodexa Pharmaceuticals $BDRX +32.92% to $5.41: Volatile biotech move tied to development updates and funding expectations. Momentus $MNTS +24.35% to $0.95:"
X Link 2025-12-10T13:24Z 41.7K followers, XXX engagements
"Daily Stock Market Brief December XX TLDR: U.S. equity futures are slightly lower ahead of todays Fed decision with traders finetuning expectations for a XX bp cut and 2026 guidance. Cyclicals infrastructure and select energy services look better supported while offshore drillers and some ratesensitive defensives lag. Key releases: U.S. employment cost data (8:30 a.m. ET) wholesale trade (10:00 a.m. ET) Bank of Canada rate decision (9:45 a.m. ET). Policy focus is squarely on the Feds final 2025 meeting and signals around the 2026 easing path with trade headlines still a secondary risk. Major"
X Link 2025-12-10T13:27Z 41.7K followers, XXX engagements
"$QQQ hourly chart continues to drift. Not much to see here"
X Link 2025-12-10T14:33Z 41.7K followers, XXX engagements
"$RL is back to support. This level must hold"
X Link 2025-12-10T15:02Z 41.7K followers, XXX engagements
"@FredLambert Or just maybe he knows something about autonomous vehicles that you don't know. Is there any possibility that he is right and you are wrong"
X Link 2025-12-10T16:45Z 41.7K followers, XXX engagements
"Boredom trades are losing trades"
X Link 2025-12-10T17:59Z 41.7K followers, XXX engagements
"Upgrades & Downgrades -- November X Upgrades NextCure $NXTC upgraded by Ladenburg Thalmann from Hold to Buy price target $XX Champion Homes $SKY upgraded by Zelman & Associates from Neutral to Buy price target $XX Sonic Automotive $SAH upgraded by Citigroup from Neutral to Buy price target $XX Unity Software $U upgraded by Macquarie from Neutral to Outperform target $XX Middleby $MIDD upgraded by JP Morgan from Neutral to Overweight target $XXX ArcelorMittal $MT upgraded by JP Morgan from Neutral to Overweight target $XX Aurinia Pharmaceuticals $AUPH upgraded by Jefferies from Hold to Buy"
X Link 2025-11-07T13:11Z 41.7K followers, XXX engagements
"Upgrades & Downgrades -- December X Upgrades American Eagle Outfitters $AEO JP Morgan (Neutral Overweight). Wayfair $W Jefferies maintains (post-downgrade note). CrowdStrike Holdings $CRWD BTIG reiterates Buy. Marvell Tech $MRVL Benchmark maintains Buy. Okta $OKTA Needham maintains Buy. GitLab $GTLB Needham maintains Buy. Zoetis $ZTS BTIG reiterates Buy. Compass Therapeutics $CMPX Canaccord Genuity initiates Buy. Linde $LIN CICC initiates coverage. NRX Pharmaceuticals $NRXP BTIG reiterates Buy. Downgrades Biohaven $BHVN HC Wainwright (Buy Neutral). Pure Storage $PSTG Needham reiterates amid"
X Link 2025-12-03T12:59Z 41.7K followers, XXX engagements
"$GEV No breakout today Ray"
X Link 2025-12-08T14:50Z 41.7K followers, 1864 engagements
"$GS quietly makes a new high. Gee I wonder what that means"
X Link 2025-12-09T15:03Z 41.7K followers, XXX engagements
"$NVDA is still stuck and that's fine. We can wait. Bulls need a break above $188"
X Link 2025-12-09T15:12Z 41.7K followers, XXX engagements
"Upgrades & Downgrades -- December XX Upgrades AbbVie $ABBV: HSBC Securities upgrades from Hold to Buy highlighting a stronger outlook for core immunology/oncology cash flows; price target $XXX. PepsiCo $PEP: JPMorgan raises from Neutral to Overweight pointing to resilient demand pricing power and defensive earnings; price target $XXX. FrancoNevada $FNV: RBC Capital Markets moves from Sector Perform to Outperform citing attractive royalty leverage to gold and longduration optionality; price target $XXX. Wheaton Precious Metals $WPM: RBC Capital Markets upgrades from Sector Perform to"
X Link 2025-12-10T13:25Z 41.7K followers, XXX engagements
"$AMD This is not a great pattern for bulls. Watching"
X Link 2025-12-09T14:37Z 41.7K followers, 2228 engagements
"$RTX We like this chart although bulls need a close above $XXXXXX for a breakout"
X Link 2025-12-09T15:15Z 41.7K followers, XXX engagements
"Premarket Movers -- December X Top Premarket Gainers Eventbrite $EB +78.23% $XXXX Bending Spoons $500M acquisition. Polyrizon $PLRZ +77.22% $XXXX volume surge no clear catalyst. Taoping $TAOP +45.79% $XXXX extending momentum. BioNexus Gene Lab $BGLC +44.47% $XXXX biotech momentum. Fitell $FTEL +35.83% $XXXX low-float volatility. Jasper Therapeutics $JSPR +30.23% $XXXX clinical updates. VCI Global $VCIG +24.76% $XXXX contract news. MongoDB $MDB +23.33% $XXXXXX analyst positivity. Cantor Equity Partners $CEP +17.04% $XXXXX SPAC activity. Beyond Meat $BYND +16.42% $XXXX short squeeze. Top"
X Link 2025-12-02T13:14Z 41.7K followers, XXX engagements
"$XPEV This short is working"
X Link 2025-12-03T15:08Z 41.7K followers, 1786 engagements
"$XLF is back near its record highs. It would be nice if bulls could break through one day soon :)"
X Link 2025-12-04T14:49Z 41.7K followers, XXX engagements
"Upgrades & Downgrades -- December X Upgrades Allison Transmission $ALSN Raymond James Outperform Strong Buy $XXX. Bayer AG $BAYRY JP Morgan Neutral Overweight. Canadian Pacific Kansas City Ltd. $CP Morgan Stanley Equal-Weight Overweight. CEMEX S.A. $CX RBC Capital Mkts Underperform Sector Perform $XXXXX. Champion Homes $SKY Barclays Equal Weight Overweight $XXX. CNX Resources $CNX JP Morgan Underweight Neutral $XX. Compass $COMP Barclays Equal Weight Overweight $XX. Devon Energy $DVN JP Morgan Neutral Overweight $XX. Equity Lifestyle Properties $ELS RBC Capital Mkts Sector Perform Outperform"
X Link 2025-12-08T13:39Z 41.7K followers, XXX engagements
"$CLS Cup with handle"
X Link 2025-12-08T14:44Z 41.7K followers, XXX engagements
"$XPEV gets rejected at the 200-day moving average again. This is bearish"
X Link 2025-12-09T15:25Z 41.7K followers, 1460 engagements
"$AMGN This is a good place to cash out of this bearish trade right Follow rules"
X Link 2025-12-10T14:40Z 41.7K followers, XXX engagements
"$PLTR is a bit heavier than we expected but the onus is definitely on bears"
X Link 2025-12-10T15:00Z 41.7K followers, XXX engagements
"Upgrades & Downgrades -- December XX Upgrades: Synopsys $SNPS: BofA Securities upgrade higher PT on EDA/AI strength. Unity Software $U: BTIG upgrade on 3D/gaming execution. Soluna Holdings $SLNH: HC Wainwright upgrade for AI power exposure. Signet Jewelers $SIG: Goldman Sachs positive initiation. Carters $CRI: Goldman Sachs positive initiation on brand strength. Downgrades: PayPal Holdings $PYPL: BofA Securities downgrade on competition. Colgate-Palmolive $CL: Argus Research downgrade on valuation. GE Vernova $GEV: Seaport Global downgrade on renewables margins. Valero Energy $VLO: BofA"
X Link 2025-12-11T13:23Z 41.7K followers, XXX engagements
"Daily Stock Market Brief December XX TLDR: U.S. futures mixed: S&P XXX down XXXX% at 6864.12 Nasdaq XXX off at 25660 Dow flat +0.02% at 48068 as tech lags value. Technology pressured by Oracle AI capex shock; software and consumer names see research support. Key data: U.S. Trade Balance/Wholesale Inventories 8:30 a.m. ET; BoC summary 1:30 p.m. ET. Post-Fed digestion with AI-spend fears weighing risk assets. Major News & Events: Yesterday: Dow +1.05% S&P XXX +0.67% Nasdaq +0.33% post-Fed 25bps cut to 3.5%-3.75%. Premarket: Futures pull back on Oracle revenue miss $15B AI capex hike. Confirmed"
X Link 2025-12-11T13:25Z 41.7K followers, XXX engagements
"Morning Notebook -- December XX The XX% Problem: Active Managers are Being Punished for Discipline. A staggering XX% of active fund managers are trailing the S&P XXX. This isn't a performance issue; it's a structural failure. The market is now a game of "indexification" where fundamental conviction is crushed by passive capital flow. The inclusion of Carvana into the S&P XXX is the ultimate insult to research. The stock which surged 10000% from near bankruptcy defies rational valuation. Yet trillions of passive dollars must buy it regardless of quality. This mechanical buying steamrolls"
X Link 2025-12-11T14:04Z 41.7K followers, XXX engagements
"$XLF makes a new high. This is good"
X Link 2025-12-11T14:41Z 41.7K followers, XXX engagements
"$XPEV still looks like big trouble for bulls"
X Link 2025-12-11T14:42Z 41.7K followers, XXX engagements