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@smartkarma Avatar @smartkarma Smartkarma

Smartkarma, a financial insights platform, has been actively posting updates on various stocks and companies. Recently, there have been notable developments around companies such as Temenos, whose shares sank XX% after Hindenburg announced a short position, and Pop Mart, which saw its shares increase by XXX% year-to-date. Additionally, there are updates on earnings alerts for companies like Thermo Fisher, Aramco, and Mastercard, as well as discussions around potential buy opportunities in stocks like BYD and Advantest.

Engagements: XXXXX #

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Mentions: XX #

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Followers: XXXXX #

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CreatorRank: XXXXXXXXX #

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Social Influence

Social category influence stocks XXXXX% technology brands XXXXX% finance XXXXX% countries XXXX% automotive brands XXX% cryptocurrencies XXXX% exchanges XXXX% fashion brands XXXX% vc firms XXXX% currencies XXXX%

Social topic influence bank 3.88%, taiwan #978, geely #68, china 2.33%, $2202hk 2.33%, alibaba #333, $nvda #2587, ipo 2.33%, $8303t #2, if you XXXX%

Top accounts mentioned or mentioned by @mikefritzell @tradingarb @pranavb @finance_mint @dailychartbook @raopranav @tokyoturnrounds @kkrco @onecarlyle @blackstone @kalshi @philhk @kobeissiletter @firstadopter @davidjblenner @travislundyasia

Top assets mentioned NVIDIA Corp. (NVDA) DisChain (DIS) Alcon Inc. Ordinary Shares (ALC) Micron Technology, Inc. (MU) Alibaba Group (BABA) Advanced Micro Devices (AMD) Alphabet Inc Class A (GOOGL) Robinhood Markets, Inc. (HOOD) Bristol-Myers Squibb Co (BMY) Coupang, Inc. (CPNG) Synopsys, Inc. (SNPS) XPeng Inc. (XPEV) Accenture (ACN) Coinbase Global, Inc. (COIN) Mario Coin (COIN) Visa, Inc. (V) Humana Inc (HUM) Seagate Technology Holdings PLC (STX) Starbucks Corporation (SBUX) Stacks (STX) Open Campus (EDU) Target Corporation (TGT) Estee Lauder Companies Inc (EL) Elcoin (EL) POP MART (PMRTY) Amcor PLC (AMCR) Vertiv Holdings Co (VRT) CVS Health Corp (CVS) Applied Blockchain, Inc. Common Stock (APLD) Mosaic Co (MOS) Dollar Tree Inc (DLTR) Bank of America (BAC) Abbott Laboratories (ABT) Morgan Stanley (MS) Bunge, Ltd. (BG) Basis Cash (BAC) Arcblock (ABT) Mastercard, Inc. (MA) GlobalFoundries, Inc. (GFS) On Holding AG (ONON) Dillards Inc. (DDS)

Top Social Posts

Top posts by engagements in the last XX hours

"🧵Smartkarma #eventdriven #threadoftheday 3SBio (1530 HK)'s Spin-Off and Listing of Mandi Inc. David Blennerhassett -- $1530.HK 1/"
X Link 2025-11-22T01:00Z 8235 followers, XXX engagements

"🚨BREAKING: SWISS GOVERNMENT SET TO SOFTEN SOME UBS CAPITAL RULES: REUTERS $UBSG.SW"
X Link 2025-12-05T16:13Z 8236 followers, XXX engagements

"🔓 Free Research Previews Indofood Sukses Makmur Tbk P $INDF.IJ: Indofood Cbp Sukses Makmur Tbk $ICBP.IJ: 🔍 Access Smartkarma's premium tools & features here:"
X Link 2025-11-27T00:45Z 8235 followers, XXX engagements

"🛎 US Pre-Market movers: $CPNG Coupang Inc -XXX% -2.4B $SNPS Synopsys Inc +7.6% +5.2B $XPEV Xpeng Inc -XXX% -1.2B $COIN Coinbase Global Inc -XXX% -2.8B $ACN Accenture PLC +3.3% +5.8B 👇🏻 See Smartkarma TL;DR to briefly understand why"
X Link 2025-12-01T14:11Z 8237 followers, XXX engagements

"🚨 It is time for Smartkarma's Weekly Review (Don't forget to share) X. US vs Europe: 12m Fwd P/E by Sector (via @dailychartbook)"
X Link 2025-12-02T03:00Z 8233 followers, 2222 engagements

"🚨BREAKING: JIMMY KIMMEL EXTENDS DEAL WITH DISNEYS ABC FOR AT LEAST A YEAR $DIS"
X Link 2025-12-08T20:33Z 8235 followers, XXX engagements

"The Taiwan Monthly Revenue Monitor is now live. ✔ Instant trends across sectors ✔ YoY/MoM signals ✔ Clean investor-ready dashboards No noise - just data that moves markets. 👉 #Taiwan #SupplyChain #Semiconductors #TechHardware #Smartkarma #Data"
X Link 2025-12-09T01:30Z 8236 followers, XXX engagements

"🧵Smartkarma #bottomup #threadoftheday 2026 High Conviction: Geely (175 HK) To Be the Largest Ming Lu -- $175.HK 1/"
X Link 2025-12-09T06:00Z 8237 followers, XXX engagements

"In Conclusion: "The deliveries grew strongly by XX% YoY in Nov. 2025. We believe Geely will take BYDs place as the largest Chinese producer. We believe the stock has an upside of XX% for the next twelve months." Ming Lu 5/"
X Link 2025-12-09T06:00Z 8238 followers, XXX engagements

"In Conclusion: "Stick to a basket of Hong Kong-focused REITs. I'd tilt to those HK-REITs which are not XXX% exposed to the office-space such as Link REIT (823 HK) Champion REIT (2778 HK) and Sunlight REIT (435 HK)" David Blennerhassett 5/"
X Link 2024-04-25T01:00Z 8230 followers, XXX engagements

"🚨BREAKING: CHINA MULLS $XXX BILLION FUNDING PLAN TO HELP VANKE REPAY DEBT $2202.HK"
X Link 2025-02-12T06:44Z 8227 followers, 1788 engagements

"🛎 US Pre-Market movers: $V Visa Inc -XXX% -18.8B $HUM Humana Inc +8.6% +2.6B $STX Seagate Technology Holdings PLC -XXX% -1.9B $SBUX Starbucks Corp +6.0% +6.7B $EDU New Oriental Education & Technology Group Inc -XXXX% -7.1B 👇🏻 See Smartkarma TL;DR to briefly understand why"
X Link 2025-07-30T13:13Z 8237 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 2025-08-20T13:21Z 8230 followers, 1832 engagements

"📉 CEO shake-up sends $TEMN $TEMN.SW tumbling 16%. JeanPierre Brulard exits just XX months in. Whats behind Temenos revolving door at the top GregoryRamirez joins @RaoPranav on #SmartCalls to unpack the risks + outlook: 📖 Read the full Insight: Disclaimer: Informational only. Not investment advice. #Temenos #Leadership #BankingTech #EquityResearch"
X Link 2025-09-10T03:03Z 8230 followers, XXX 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 2025-09-30T01:00Z 8236 followers, XXX 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 2025-10-10T13:03Z 8233 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 2025-10-15T13:06Z 8233 followers, XXX engagements

"📈 Earnings Alert $MA - Mastercard 3Q Adj EPS Beats Estimates: Adj EPS $XXXX est $XXXX EPS $XXXX Net revenue $8.60b est $8.52b Operating margin XXXX% Cross-border volumes +15% est +14.3% Purchase volume +10%"
X Link 2025-10-30T12:07Z 8229 followers, XXX engagements

"🧵Smartkarma #TMT #threadoftheday Advantest (6857) Bubble Watch: X Red Flag X Green X Yellow. You Decide. Michael Allen @TokyoTurnrounds -- $6857.JP 1/"
X Link 2025-11-03T10:00Z 8231 followers, XXX engagements

"🛎 US Pre-Market movers: $AMD Advanced Micro Devices Inc +6.6% +26.9B $GFS Globalfoundries Inc +6.5% +1.3B $ALC Alcon AG +6.5% +2.6B $ONON On Holding AG +9.1% +1.1B $MU Micron Technology Inc +2.1% +5.8B 👇🏻 See Smartkarma TL;DR to briefly understand why"
X Link 2025-11-12T14:03Z 8231 followers, XXX engagements

"🛎 US Pre-Market movers: $DDS Dillard's Inc +10.2% +1.1B $CSCO Cisco Systems Inc +6.5% +20.6B $DIS Walt Disney Co -XXX% -11.0B $ASND Ascendis Pharma A/S -XXX% -529.5M $NKE Nike Inc +2.7% +2.7B 👇🏻 See Smartkarma TL;DR to briefly understand why"
X Link 2025-11-13T14:05Z 8233 followers, XXX engagements

"Appier 4180 JP - One for: @KKR_Co / @OneCarlyle / @blackstone here: Q3 just dropped. Solid headline numbers (Rev +26.4% YoY NI +31.3% YoY) though some will say they couldve been stronger. Management flagged a timing shift in revenue (meaning Q4 should come in above normal seasonality). Q3 GPM also dipped XX% due to a one-off AI experimentation expense. Meanwhile the US business has gone from X to XX% of sales in just three years. The interesting bit: management reiterated full-year guidance. Consensus is already below guidance the stock has slid to the low end of its range and shorts have"
X Link 2025-11-14T08:54Z 8231 followers, 2589 engagements

"🧵Smartkarma #eventdriven #threadoftheday SBI Shinsei Bank (8303 JP) IPO: TPX Add in Jan; Global Index: One in May; One in June Brian Freitas @tradingarb -- $8303.JP 1/"
X Link 2025-11-17T01:00Z 8237 followers, XXX engagements

"@tradingarb In Conclusion: "The SBI Shinsei Bank IPO could raise up to US$2.38bn valuing the company at US$8.34bn. Topix inclusion in Jan MGlobal possibly in May. FGlobal Fast Entry requires disclosures and could be close." Brian Freitas 5/"
X Link 2025-11-17T01:00Z 8227 followers, XXX engagements

"📈 Earnings Alert $PDD - PDD 3Q Adj Earnings per ADS Beats Estimates: Adj earnings per American depositary receipts XXXXX yuan est XXXXX yuan Revenue 108.28b yuan est 107.59b yuan"
X Link 2025-11-18T10:32Z 8233 followers, XXX engagements

"📈 Earnings Alert $TJX - TJX 3Q Comparable Sales Beat Estimates: Comparable sales +5% vs. +3% y/y est +3.61% Marmaxx comparable sales +6% vs. +2% y/y est +3.63% HomeGoods comparable sales +5% vs. +3% y/y est +4.02%"
X Link 2025-11-19T12:34Z 8231 followers, XXX engagements

""The SBI Shinsei Bank IPO could raise up to US$2.38bn valuing the company at US$8.34bn. Topix inclusion in Jan MGlobal possibly in May. FGlobal Fast Entry requires disclosures and could be close." 👉🏻 Read more: 🗨 Platform support for more languages coming soon"
X Link 2025-11-21T14:01Z 8227 followers, XXX engagements

"🛎 US Pre-Market movers: $VEEV Veeva Systems Inc -XXX% -2.7B $GOOG Alphabet Inc +2.1% +75.0B $ASTS AST SpaceMobile Inc +4.7% +647.3M $INTU Intuit Inc +3.8% +7.0B $CPRT Copart Inc -XXX% -1.1B $ROST Ross Stores Inc +3.1% +1.7B 👇🏻 See Smartkarma TL;DR to briefly understand why"
X Link 2025-11-21T14:03Z 8231 followers, XXX engagements

"Jardine Matheson Holdings (SGX: J36) Interim Management Statement (Q3 2025) Summary Group performance on track; full-year profit guidance unchanged Q3 results aligned with expectations set at half-year; no change to outlook. ✅ Leadership transition confirmed Lincoln Pan to become CEO on X Dec 2025 succeeding John Witt. (Neutral but strategically notable) Astra Q3 revenue flat; underlying profit slightly down YoY Weakness from coal mining offset by strength in financial services motorcycles and infrastructure. ❌/⚖ Major buybacks launched Astra and United Tractors each announced share buybacks"
X Link 2025-11-21T23:42Z 8230 followers, XXX engagements

"🧵Smartkarma #eventdriven #threadoftheday Qube (QUB AU): Macquarie's Lobs NBIO David Blennerhassett -- $QUB.AU 1/"
X Link 2025-11-25T01:00Z 8230 followers, XXX engagements

"🛎 US Pre-Market movers: $NVDA NVIDIA Corp -XXX% -184.1B $GOOGL Alphabet Inc +4.3% +178.1B $AMD Advanced Micro Devices Inc -XXX% -17.9B $AVGO Broadcom Inc +4.4% +8.1B $KEYS Keysight Technologies Inc +13.5% +4.7B $ZM Zoom Video Communications Inc +6.1% +1.6B 👇🏻 See Smartkarma TL;DR to briefly understand why"
X Link 2025-11-25T14:01Z 8233 followers, XXX engagements

"🧵Smartkarma #eventdriven #threadoftheday Kioxia (285A JP) Placement: Limited Passive Buying & Big Runup Opens Up More Downside Brian Freitas @tradingarb -- $285A.JP 1/"
X Link 2025-11-26T01:00Z 8238 followers, XXX engagements

"@tradingarb Bain Capital is looking to place 36m shares of Kioxia Holdings (285A JP) to overseas investors at a 7-9% discount to the last close of the stock. 2/"
X Link 2025-11-26T01:00Z 8231 followers, XXX engagements

"🧵Smartkarma #bottomup #threadoftheday Alibaba (BABA 9988 HK): F2Q26 Up by XX% Excluding Disposals Ming Lu -- $9988.HK 1/"
X Link 2025-11-26T06:00Z 8229 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 2025-11-26T11:01Z 8232 followers, XXX engagements

"🚨BREAKING: CHINA VANKE PROPOSES EXTENDING 2B YUAN BONDS MATURING DEC. XX $2202.HK"
X Link 2025-11-26T14:01Z 8230 followers, XXX engagements

"🛎 US Pre-Market movers: $DELL Dell Technologies Inc +4.7% +4.5B $ADSK Autodesk Inc +7.6% +5.1B $WDAY Workday Inc -XXX% -3.7B $HOOD Robinhood Markets Inc +5.9% +6.4B $ZS Zscaler Inc -XXX% -2.6B $NTNX Nutanix Inc -XXXX% -1.4B 👇🏻 See Smartkarma TL;DR to briefly understand why"
X Link 2025-11-26T14:02Z 8232 followers, XXX engagements

"🧵Smartkarma #eventdriven #threadoftheday Naver Financial and Dunamu Finalizes the Merger Ratio Douglas Kim -- $035420.KS 1/"
X Link 2025-11-27T01:00Z 8231 followers, XXX engagements

"📈 Earnings Alert $PM - Philip Morris Maintains FY Adj EPS Forecast: Still sees Adj EPS $XXXX to $XXXX est $7.55"
X Link 2025-12-02T12:05Z 8234 followers, XXX engagements

"Genting Bhd (GENT MK)'s unconditional Offer for Genting Malaysia (GENM MK) closed yesterday the 1st December with GENT holding XXXXX% up from XXXXX% initially. 2/"
X Link 2025-12-03T01:00Z 8232 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 2025-12-03T11:01Z 8231 followers, XXX engagements

"In Conclusion: "There's been a lot of enthusiasm for HK spin-offs of late such as Zijin Mining and MINISO. I'm not convinced Dongfeng Motor deserves similar accolades. I still think Dongfeng is trading full here" David Blennerhassett 5/"
X Link 2025-12-05T01:00Z 8233 followers, XXX engagements

"🛎 US Pre-Market movers: $COO Cooper Companies Inc +13.5% +2.3B $ULTA Ulta Beauty Inc +7.2% +2.0B $RBRK Rubrik Inc +18.1% +2.7B $HPE Hewlett Packard Enterprise Co -XXX% -2.6B $DOCU DocuSign Inc -XXX% -1.1B 👇🏻 See Smartkarma TL;DR to briefly understand why"
X Link 2025-12-05T14:08Z 8234 followers, XXX engagements

"🚨BREAKING: CHINA VANKE SEEKS TO DELAY PAYING SECOND BOND DUE IN DECEMBER $2202.HK"
X Link 2025-12-05T14:27Z 8234 followers, XXX engagements

"🚨BREAKING: BELGIAN GOVERNMENT APPROVED XX% BELFIUS STAKE SALE: RTBF"
X Link 2025-12-05T16:38Z 8234 followers, XXX engagements

"🧵Smartkarma #bottomup #threadoftheday 2026 High Conviction: Short NIO (NIO US/9866 HK) Arun George -- $NIO.US 1/"
X Link 2025-12-08T06:00Z 8234 followers, XXX engagements

"NIO (NIO US) is a Chinese premium electric vehicle manufacturer listed on three exchanges. 2/"
X Link 2025-12-08T06:00Z 8230 followers, XX engagements

"In Conclusion: "4Q deliveries guidance was below expectations and the sales momentum is declining. Breakeven targets are likely to be pushed out. The valuation is full." Arun George 5/"
X Link 2025-12-08T06:00Z 8234 followers, XXX engagements

"If you found this useful: Pls 💚 or 🔁 Follow us for updates 🙏 Smartkarma subs can continue reading: 6x"
X Link 2025-12-08T06:00Z 8234 followers, XXX engagements

"🧵Smartkarma #TMT #threadoftheday Taiwan Dual-Listings Monitor: TSMC & UMC Spreads at Historically Rare Levels Vincent Fernando CFA -- $TSM.US 1/"
X Link 2025-12-08T10:00Z 8232 followers, XXX engagements

"In Conclusion: "We analyze the premium and discount levels of dual-listed Taiwan companies suggesting potential spread trading levels based on historical trends." Vincent Fernando CFA 5/"
X Link 2025-12-08T10:00Z 8232 followers, XXX engagements

"If you found this useful: Pls 💚 or 🔁 Follow us for updates 🙏 Smartkarma subs can continue reading: 6x"
X Link 2025-12-08T10:00Z 8233 followers, XXX engagements

"The deliveries still grew strongly by XX% YoY in November 2025. 2/"
X Link 2025-12-09T06:00Z 8230 followers, XX engagements

"We believe Geely will take BYDs place as the largest Chinese producer. 3/"
X Link 2025-12-09T06:00Z 8237 followers, XX engagements

"We also believe the stock has an upside of XX% for the next twelve months. 4/"
X Link 2025-12-09T06:00Z 8237 followers, XX engagements

"🚨BREAKING: AMAZON TO INVEST MORE THAN $XX BILLION IN INDIA THROUGH 2030 $AMZN"
X Link 2025-12-10T05:03Z 8238 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 2023-05-30T19:32Z 8236 followers, 9915 engagements

"Polysilicon vs $DQ"
X Link 2025-10-14T01:35Z 8234 followers, XXX engagements

"🛎 US Pre-Market movers: $AMAT Applied Materials Inc -XXX% -12.7B $APP Applovin Corp -XXX% -7.5B $HOOD Robinhood Markets Inc -XXX% -6.4B $TSLA Tesla Inc -XXX% -56.3B $NVDA NVIDIA Corp -XXX% -141.7B $BMY Bristol-Myers Squibb Co -XXX% -4.7B 👇🏻 See Smartkarma TL;DR to briefly understand why"
X Link 2025-11-14T14:08Z 8237 followers, 2461 engagements

"📈 Earnings Alert $PRX.NA - Prosus 1H Adj Ebit Misses Estimates: Adj Ebit $250m vs. $60m y/y est $289.5m Operating profit $219m +66% y/y est $229m Consolidated revenue $3.62b +22% y/y est $3.57b"
X Link 2025-11-24T06:33Z 8235 followers, XXX engagements

"🛎 US Pre-Market movers: $NVO Novo Nordisk A/S -XXXX% -15.9B $GOOGL Alphabet Inc +4.2% +161.9B $BIDU Baidu Inc +4.0% +12.9B $BMY Bristol-Myers Squibb Co +4.2% +4.1B $BIIB Biogen Inc +4.8% +1.3B $BABA Alibaba Group Holding Ltd +4.1% +126.9B 👇🏻 See Smartkarma TL;DR to briefly understand why"
X Link 2025-11-24T14:10Z 8238 followers, 3047 engagements

"Fujikuras valuation has surged. But cable demand may be heading the other way. Michael Allen and @RaoPranav break down why faster chips dont always mean more cables. 📖 Read the full Insight: Disclaimer: Informational only. Not investment advice. #JapanEquities #AI #DataCenters #OpticalCables #EquityResearch $5803.T"
X Link 2025-11-27T05:53Z 8234 followers, XXX engagements

"If you found this useful: Pls 💚 or 🔁 Follow us for updates 🙏 Smartkarma subs can continue reading: 6x"
X Link 2025-12-09T06:00Z 8237 followers, XXX engagements