# ![@BeatShort Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::545273917.png) @BeatShort BeatTheStreet

BeatTheStreet posts on X about $mrvl, $iclr, $vktx, $pins the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::545273917/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::545273917/c:line/m:interactions.svg)

- [--] Week [-----] +206%
- [--] Month [------] +318%
- [--] Months [------] -43%
- [--] Year [-------] +590%

### Mentions: [--] [#](/creator/twitter::545273917/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::545273917/c:line/m:posts_active.svg)

- [--] Months [---] -31%
- [--] Year [---] +174%

### Followers: [---] [#](/creator/twitter::545273917/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::545273917/c:line/m:followers.svg)

- [--] Week [---] no change
- [--] Month [---] +1.20%
- [--] Months [---] +8.20%
- [--] Year [---] +33%

### CreatorRank: [-------] [#](/creator/twitter::545273917/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::545273917/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  72.44% [finance](/list/finance)  14.17% [technology brands](/list/technology-brands)  7.87% [cryptocurrencies](/list/cryptocurrencies)  4.72% [countries](/list/countries)  3.94% [gaming](/list/gaming)  1.57% [automotive brands](/list/automotive-brands)  0.79% [fashion brands](/list/fashion-brands)  0.79%

**Social topic influence**
[$mrvl](/topic/$mrvl) 11.02%, [$iclr](/topic/$iclr) #9, [$vktx](/topic/$vktx) #24, [$pins](/topic/$pins) #7, [$plug](/topic/$plug) 3.94%, [$nvo](/topic/$nvo) 3.15%, [$mrk](/topic/$mrk) 3.15%, [$mgm](/topic/$mgm) 3.15%, [$fico](/topic/$fico) 3.15%, [tariffs](/topic/tariffs) 3.15%

**Top accounts mentioned or mentioned by**
[@ecommerceshares](/creator/undefined) [@meadowcapital](/creator/undefined) [@jonfortt](/creator/undefined) [@globalmess65](/creator/undefined) [@boofero](/creator/undefined) [@trader53](/creator/undefined) [@marketcomacc](/creator/undefined)

**Top assets mentioned**
[Marvell Technology Inc (MRVL)](/topic/$mrvl) [Icon Plc (ICLR)](/topic/$iclr) [Viking Therapeutics, Inc (VKTX)](/topic/$vktx) [Pinterest, Inc. (PINS)](/topic/$pins) [Plug Power, Inc. (PLUG)](/topic/$plug) [Novo-Nordisk (NVO)](/topic/$nvo) [Merck & Co., Inc. (MRK)](/topic/$mrk) [MGM Resorts International (MGM)](/topic/$mgm) [Fair Isaac, Corp. (FICO)](/topic/$fico) [Freeport-McMoRan Inc (FCX)](/topic/$fcx) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Eli Lilly and Company (LLY)](/topic/$lly) [Humana Inc (HUM)](/topic/$hum) [Wynn Resorts, Limited (WYNN)](/topic/$wynn) [Ligand Pharmaceuticals Inc. (LGND)](/topic/$lgnd) [Pony AI Inc. (PONY)](/topic/$pony) [Hewlett Packard Enterprise Co (HPE)](/topic/$hpe) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Shopify Inc (SHOP)](/topic/$shop) [SeaPad (SPT)](/topic/$spt) [Molina Healthcare, Inc. (MOH)](/topic/$moh) [Sable Offshore Corp. (SOC)](/topic/$soc) [Roblox Corp. (RBLX)](/topic/$rblx) [Ormat Technologies, Inc. (ORA)](/topic/$ora) [First Solar, Inc. (FSLR)](/topic/$fslr) [Las Vegas Sands Corp. (LVS)](/topic/$lvs) [Centene Corp (CNC)](/topic/$cnc) [UnitedHealth Group (UNH)](/topic/$unh) [Constellation Brands, Inc. Class A (STZ)](/topic/$stz) [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [Taseko Mines Limited (TGB)](/topic/$tgb) [United Therapeutics, Corp. (UTHR)](/topic/$uthr) [GoodRx Holdings, Inc. (GDRX)](/topic/$gdrx) [Solv Protocol (SOLV)](/topic/$solv) [Anteris Technologies Global Corp. (AVR)](/topic/$avr) [Measurable Data Token (MDT)](/topic/$mdt) [Erasca, Inc.  (ERAS)](/topic/$eras) [Revolution Medicines, Inc. (RVMD)](/topic/$rvmd) [Deckers Outdoor, Corp. (DECK)](/topic/$deck) [Sarepta Therapeutics, Inc. (SRPT)](/topic/$srpt) [JPMorgan Chase (JPM)](/topic/$jpm) [Asana, Inc. (ASAN)](/topic/$asan) [Wells Fargo & Co (WFC)](/topic/$wfc) [Tesla, Inc. (TSLA)](/topic/$tsla) [Orochi Network (ON)](/topic/$on) [Texas Instruments (TXN)](/topic/$txn) [NXP Semiconductors NV (NXPI)](/topic/$nxpi) [MON Protocol (MON)](/topic/$mon) [Apple, Inc. (AAPL)](/topic/$aapl) [Fluence Energy, Inc. (FLNC)](/topic/$flnc) [Bloom Energy Corporation (BE)](/topic/$be) [Intuitive Surgical, Inc. (ISRG)](/topic/$isrg) [Microsoft Corp. (MSFT)](/topic/$msft) [Sana Biotechnology, Inc. (SANA)](/topic/$sana) [AltLayer (ALT)](/topic/$alt) [Sea Limited (SE)](/topic/$se) [Vertiv Holdings Co (VRT)](/topic/$vrt)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$ICLR Cowen defends the name saying (-35%) is overdone.so current (-39%) even more overdone $ICLR Down 45% on less than 2% revision seems a bit too fierce.but what do i know. $ICLR Down 45% on less than 2% revision seems a bit too fierce.but what do i know"  
[X Link](https://x.com/BeatShort/status/2021991719705956605)  2026-02-12T16:56Z [---] followers, [---] engagements


"$VKTX Plenty of companies needs GLP-1 but why FDA should approve if profile is similar whats $VKTX silver bullet"  
[X Link](https://x.com/anyuser/status/2018801528308748627)  2026-02-03T21:39Z [---] followers, [----] engagements


"$NVO $HIMS $LLY JPM out saying $HIMS bill is illegal and will be ultimately removed from markets.boeds well for $LLY long"  
[X Link](https://x.com/anyuser/status/2019445500643057784)  2026-02-05T16:18Z [---] followers, [---] engagements


"$AMZN AWS continues to win big transitions to the cloud"  
[X Link](https://x.com/BeatShort/status/2019537534083346674)  2026-02-05T22:24Z [---] followers, [---] engagements


"$LLY Hearing Wolfe out super pos on $LLY they forecast [----] rev way higher than street. Specially they are higher on Mounjaro Zepbound and orforglipron"  
[X Link](https://x.com/anyuser/status/2021180609863750110)  2026-02-10T11:13Z [---] followers, [---] engagements


"$VKTX Management keeps forgetting questions asked maybe they should switch to alzheimer drugg development"  
[X Link](https://x.com/BeatShort/status/2021706199373152592)  2026-02-11T22:01Z [---] followers, [----] engagements


"$VKTX VK2735 advancing into ph3 potentially accelerating time to market by [--] year that is huge positive"  
[X Link](https://x.com/BeatShort/status/2021908909548826762)  2026-02-12T11:27Z [---] followers, [---] engagements


"$SHOP Seems no brainer sell off still ongoing altough we have [--] upgrades today"  
[X Link](https://x.com/BeatShort/status/2021969142828638580)  2026-02-12T15:26Z [---] followers, [---] engagements


"$SHOP The higher the growth rate the higher the multiple @BeatShort not a lot of wiggle room to play a fk hero with that multiple. @BeatShort not a lot of wiggle room to play a fk hero with that multiple"  
[X Link](https://x.com/BeatShort/status/2021972857341825029)  2026-02-12T15:41Z [---] followers, [---] engagements


"$PINS Already [--] downgrades and counting on a long underperformed stock"  
[X Link](https://x.com/BeatShort/status/2022239167519076416)  2026-02-13T09:19Z [---] followers, [---] engagements


"$PINS [--] downgrades now.keep them coming $PINS Already [--] downgrades and counting on a long underperformed stock. $PINS Already [--] downgrades and counting on a long underperformed stock"  
[X Link](https://x.com/BeatShort/status/2022276120641409517)  2026-02-13T11:46Z [---] followers, [----] engagements


"$PINS And +1. $PINS [--] downgrades now.keep them coming $PINS [--] downgrades now.keep them coming"  
[X Link](https://x.com/BeatShort/status/2022279393180066163)  2026-02-13T11:59Z [---] followers, [---] engagements


"$PINS And one more so [--] downgrades for today so far $PINS And +1. $PINS And +1"  
[X Link](https://x.com/BeatShort/status/2022316199107805329)  2026-02-13T14:25Z [---] followers, [---] engagements


"$UTHR Additionally HCW out today $UTHR RBC initiates outperform with $569 pt $UTHR RBC initiates outperform with $569 pt"  
[X Link](https://x.com/BeatShort/status/1971561217471787284)  2025-09-26T13:03Z [---] followers, [----] engagements


"$GDRX Seems Wegovy Pill launch huge pos for $GDRX"  
[X Link](https://x.com/BeatShort/status/2008183529851744567)  2026-01-05T14:27Z [---] followers, [---] engagements


"$SPT Quite a confidence boost Barretto buys [-----] shares"  
[X Link](https://x.com/BeatShort/status/2011184135142776913)  2026-01-13T21:10Z [---] followers, [---] engagements


"$SPT Seems significant since CEO been net seller for ages change of harts or truning point for the company $SPT Quite a confidence boost Barretto buys [-----] shares $SPT Quite a confidence boost Barretto buys [-----] shares"  
[X Link](https://x.com/BeatShort/status/2011188548662108216)  2026-01-13T21:28Z [---] followers, [---] engagements


"$SOLV Hearing Mizuho upgrades to outperform and hikes pt to $100"  
[X Link](https://x.com/BeatShort/status/2013546407978754131)  2026-01-20T09:37Z [---] followers, [---] engagements


"$AVR $MDT values the company aproximately $450mln thats a huge boost of confidence so should trade way higher coming days think people misunderstand the situation and are based on offering range"  
[X Link](https://x.com/BeatShort/status/2013950458453242133)  2026-01-21T12:23Z [---] followers, [---] engagements


"$ERAS Mizuho assumes outperform and hikes pt to $16 from $5 $ERAS $RVMD Now when $MRK dropping out of the race on $RVMD Stifel thinks $MRK will turn eyes on $ERAS $ERAS $RVMD Now when $MRK dropping out of the race on $RVMD Stifel thinks $MRK will turn eyes on $ERAS"  
[X Link](https://x.com/BeatShort/status/2016098286998839465)  2026-01-27T10:37Z [---] followers, [---] engagements


"@ecommerceshares $MOH Think nobody got the ICE narrative $2 hit on imigrants wont go to doctor"  
[X Link](https://x.com/BeatShort/status/2019773894387757103)  2026-02-06T14:03Z [---] followers, [----] engagements


"@MeadowCapital $VKTX After $NVO fiasko who would partner with $HIMS"  
[X Link](https://x.com/BeatShort/status/2021712298360856874)  2026-02-11T22:25Z [---] followers, [----] engagements


"$ICLR Down 45% on less than 2% revision seems a bit too fierce.but what do i know"  
[X Link](https://x.com/BeatShort/status/2021958024441868417)  2026-02-12T14:42Z [---] followers, [----] engagements


"$ICLR Leerink downgraded yesterday and today out with note that "stock did over-correct".They also refreshed their LBO with $120-$180 range. $ICLR Cowen defends the name saying (-35%) is overdone.so current (-39%) even more overdone $ICLR Cowen defends the name saying (-35%) is overdone.so current (-39%) even more overdone"  
[X Link](https://x.com/BeatShort/status/2022319809166237990)  2026-02-13T14:39Z [---] followers, [---] engagements


"$ICLR Baird designates Bullish Fresh Pick $PINS [--] downgrades now.keep them coming $PINS [--] downgrades now.keep them coming"  
[X Link](https://x.com/BeatShort/status/2022320052452597848)  2026-02-13T14:40Z [---] followers, [---] engagements


"$ICLR Blair callback with management "there is no expected impact on operations or customer projects" $ICLR Baird designates Bullish Fresh Pick $ICLR Baird designates Bullish Fresh Pick"  
[X Link](https://x.com/BeatShort/status/2022320524857127243)  2026-02-13T14:42Z [---] followers, [---] engagements


"$ICLR Lastly DB models 10x 2026E from 12.5x gets to $160 pt and also highlights attractive LBO $ICLR Blair callback with management "there is no expected impact on operations or customer projects" $ICLR Blair callback with management "there is no expected impact on operations or customer projects""  
[X Link](https://x.com/BeatShort/status/2022321049765875797)  2026-02-13T14:44Z [---] followers, [---] engagements


"$DECK [--] downgrades already and counting"  
[X Link](https://x.com/BeatShort/status/1925842397549789350)  2025-05-23T09:13Z [---] followers, [---] engagements


"$SRPT GS hosted a meeting with FDA CBER Director Dr.Vinay Prasad where they came away with belief Elevidys full appproval is intact.should bode well for DMD community"  
[X Link](https://x.com/BeatShort/status/1927652071492264314)  2025-05-28T09:04Z [---] followers, 10.2K engagements


"$PDD China Renaissance cuts to hold $JPM Cuts pt to $105 from $125 keeps neutral and sums it up nicely - "No need to extrapolate margin decline but low financial visibility still can't justify investment case" $JPM Cuts pt to $105 from $125 keeps neutral and sums it up nicely - "No need to extrapolate margin decline but low financial visibility still can't justify investment case""  
[X Link](https://x.com/BeatShort/status/1927652516705014170)  2025-05-28T09:05Z [---] followers, [---] engagements


"$PDD People just keep biding but theres no quick fix. $PDD China Renaissance cuts to hold $PDD China Renaissance cuts to hold"  
[X Link](https://x.com/BeatShort/status/1927725898381295625)  2025-05-28T13:57Z [---] followers, [---] engagements


"$MRVL Asians have an incomplete view from Q&A so does this mean no contract losses $MRVL Number inline but its all about the contract loss clarification and [----] rev guide 18bln $MRVL Number inline but its all about the contract loss clarification and [----] rev guide 18bln"  
[X Link](https://x.com/BeatShort/status/1928196422182015122)  2025-05-29T21:07Z [---] followers, [----] engagements


"$MRVL Huge grilling in Q&A but so far seems all is in track for [----] $MRVL Asians have an incomplete view from Q&A so does this mean no contract losses $MRVL Asians have an incomplete view from Q&A so does this mean no contract losses"  
[X Link](https://x.com/BeatShort/status/1928202605798330396)  2025-05-29T21:31Z [---] followers, [----] engagements


"$SOC Currently sounds more of a formality from state judge and this will be resolved quicker than anyone thinks. but time will tell $SOC Now Roth defending as weakness a buying opportunity $SOC Now Roth defending as weakness a buying opportunity"  
[X Link](https://x.com/BeatShort/status/1929989890558595225)  2025-06-03T19:53Z [---] followers, [----] engagements


"$SOC Since the TRO against The State Fire Marshal will be effective until [--] july and company is working with the court to overturn the TRO i would assume we see some news quite fast specially since judge didnt opine on case merits but procedurally delays process $SOC Currently sounds more of a formality from state judge and this will be resolved quicker than anyone thinks. but time will tell $SOC Currently sounds more of a formality from state judge and this will be resolved quicker than anyone thinks. but time will tell"  
[X Link](https://x.com/BeatShort/status/1929999041972048084)  2025-06-03T20:30Z [---] followers, [----] engagements


"$ASAN Billing missed by a mile 174.8mln vs 212.9mln $ASAN that is a big guide up. @jonfortt $ASAN that is a big guide up. @jonfortt"  
[X Link](https://x.com/BeatShort/status/1930000002371465586)  2025-06-03T20:33Z [---] followers, [---] engagements


"@Globalmess65 $WFC Think this will be a clearing event most PM-s probably where expecting and positiones accordingly"  
[X Link](https://x.com/BeatShort/status/1930004328045244875)  2025-06-03T20:51Z [---] followers, [--] engagements


"$TSLA Wells Fargo out saying FCF is next shoe to dropp at $TSLA says [----] FCF at risk going negative.think thats one point nobody yet models in"  
[X Link](https://x.com/BeatShort/status/1934942632406548657)  2025-06-17T11:54Z [---] followers, [---] engagements


"$RBLX Jefferies highlights Grow a Garden made new record 16mln users thats up over 100% from few weeks back 7mln users.seems this train is in full speed and even surpases Fortnite peak users"  
[X Link](https://x.com/BeatShort/status/1934943381806895549)  2025-06-17T11:57Z [---] followers, [---] engagements


"$RBLX Also hearing MS updated their Humanoid [---] stock list and added $RBLX as they offer rich datasets and can potentially be applied to training AI robotics. $RBLX Jefferies highlights Grow a Garden made new record 16mln users thats up over 100% from few weeks back 7mln users.seems this train is in full speed and even surpases Fortnite peak users $RBLX Jefferies highlights Grow a Garden made new record 16mln users thats up over 100% from few weeks back 7mln users.seems this train is in full speed and even surpases Fortnite peak users"  
[X Link](https://x.com/BeatShort/status/1934943980351046087)  2025-06-17T11:59Z [---] followers, [---] engagements


"$HUM Seems not much credit given to $HUM on their yesterdays analyst day altough analysts are more positive in roadmap to $39 for 2028.thats huge growth and they took conservative approach to stars rating for 2026/27"  
[X Link](https://x.com/BeatShort/status/1934948406574932417)  2025-06-17T12:17Z [---] followers, [---] engagements


"$TXN $ON $NXPI $IFX.GR Possible disruptive power https://asia.nikkei.com/Business/Technology/China-s-automakers-aim-for-cars-with-100-domestic-chips-from-2026 https://asia.nikkei.com/Business/Technology/China-s-automakers-aim-for-cars-with-100-domestic-chips-from-2026"  
[X Link](https://x.com/BeatShort/status/1934960117855801763)  2025-06-17T13:03Z [---] followers, [---] engagements


"$MRVL Market not reacting on $MRVL custom AI event lots of positive picks and whats most important [--] design wins (market still thinks multiple sourcing not at the table but as time goes by more and more hyperscalers will use multiple soursing on their custom silicon)"  
[X Link](https://x.com/BeatShort/status/1935279832188792859)  2025-06-18T10:14Z [---] followers, [----] engagements


"$MRVL Should trade higher on [----] targets and near term revenue should also pick up. Also more and more hyperscalers will probably move to full service rather than just IP design that requires third party integration $MRVL Market not reacting on $MRVL custom AI event lots of positive picks and whats most important [--] design wins (market still thinks multiple sourcing not at the table but as time goes by more and more hyperscalers will use multiple soursing on their custom silicon) $MRVL Market not reacting on $MRVL custom AI event lots of positive picks and whats most important [--] design wins"  
[X Link](https://x.com/BeatShort/status/1935280547028193484)  2025-06-18T10:16Z [---] followers, 11.3K engagements


"$X Probably the worst deal ever done by Nippon. Ranks [--] place after Bayer $MON buy years ago. Nippon /US STEEL DONE AT $55 cash per shr . Nippon /US STEEL DONE AT $55 cash per shr "  
[X Link](https://x.com/BeatShort/status/1935339235973730364)  2025-06-18T14:10Z [---] followers, [---] engagements


"$VKTX Hearing MS views the start of Ph3 studies as incremental positive"  
[X Link](https://x.com/BeatShort/status/1937868060221636910)  2025-06-25T13:38Z [---] followers, [----] engagements


"$VKTX Also Scotia positive comments out on Phase [--] Obesity Trials Kick Off $VKTX Hearing MS views the start of Ph3 studies as incremental positive $VKTX Hearing MS views the start of Ph3 studies as incremental positive"  
[X Link](https://x.com/BeatShort/status/1937868300350033932)  2025-06-25T13:39Z [---] followers, [----] engagements


"$ASML Jefferies huge out of consensus call today forecasting [----] WFE to decline 1% vs consensus double digit growth. That will hurt semicap today"  
[X Link](https://x.com/BeatShort/status/1938149661606629797)  2025-06-26T08:17Z [---] followers, [---] engagements


"$MRVL Hearing Fubons Rita Tung who claimed [--] months in a row that $MRVL lost AWS trn3 and Maia now accnowledges there is multiple sourcing and MRVL has several desing wins. Also highlights $AAPL seeking $MRVL up as partner for second generation. $MRVL Market not reacting on $MRVL custom AI event lots of positive picks and whats most important [--] design wins (market still thinks multiple sourcing not at the table but as time goes by more and more hyperscalers will use multiple soursing on their custom silicon) $MRVL Market not reacting on $MRVL custom AI event lots of positive picks and whats"  
[X Link](https://x.com/BeatShort/status/1938175160130924737)  2025-06-26T09:59Z [---] followers, [----] engagements


"$ORA $FLNC $BE Will be winners on current version Correct me if I am wrong but the final version of the Big Beautifull Bill reads less worse or even relatively good for $FSLR than the previous one a few weeks ago FirstSolar now qualifies for the stacking opportunity because they accomplish all of the following requirements: Correct me if I am wrong but the final version of the Big Beautifull Bill reads less worse or even relatively good for $FSLR than the previous one a few weeks ago FirstSolar now qualifies for the stacking opportunity because they accomplish all of the following"  
[X Link](https://x.com/BeatShort/status/1939597918782058729)  2025-06-30T08:12Z [---] followers, [---] engagements


"$HUM Hearing Raymond James hikes pt to $340 from $315"  
[X Link](https://x.com/BeatShort/status/1939698919279063348)  2025-06-30T14:53Z [---] followers, [---] engagements


"$MGM Gaming stocks rally on strong Macau beat 19% $WYNN $LVS $MLCO all up strong seems $MGM left behind and trading flat a buy oppy"  
[X Link](https://x.com/BeatShort/status/1940004506994958604)  2025-07-01T11:08Z [---] followers, [---] engagements


"$MGM Altough by revenue smallest exposure 25% still weird to see it flat when other names are up more than 3% $MGM Gaming stocks rally on strong Macau beat 19% $WYNN $LVS $MLCO all up strong seems $MGM left behind and trading flat a buy oppy $MGM Gaming stocks rally on strong Macau beat 19% $WYNN $LVS $MLCO all up strong seems $MGM left behind and trading flat a buy oppy"  
[X Link](https://x.com/BeatShort/status/1940005245565767907)  2025-07-01T11:11Z [---] followers, [---] engagements


"$MLCO Hearing JPM already upgrading on better Macau Industry $MGM Altough by revenue smallest exposure 25% still weird to see it flat when other names are up more than 3% $MGM Altough by revenue smallest exposure 25% still weird to see it flat when other names are up more than 3%"  
[X Link](https://x.com/BeatShort/status/1940006100708786445)  2025-07-01T11:14Z [---] followers, [---] engagements


"$MGM And i was wrong $WYNN even smaller portion from Macau $MGM Altough by revenue smallest exposure 25% still weird to see it flat when other names are up more than 3% $MGM Altough by revenue smallest exposure 25% still weird to see it flat when other names are up more than 3%"  
[X Link](https://x.com/BeatShort/status/1940009932960452850)  2025-07-01T11:29Z [---] followers, [---] engagements


"$ORA Jefferies out hinking pt to $97 from $84 on limited IRA hurdles.sounds good for the company"  
[X Link](https://x.com/BeatShort/status/1940011276937134087)  2025-07-01T11:35Z [---] followers, [---] engagements


"@boofero @trader_53 $CNC $HUM $UNH By that definition there is one company that gets more then Take your pick who it is"  
[X Link](https://x.com/BeatShort/status/1940324745624654050)  2025-07-02T08:20Z [---] followers, [---] engagements


"$CNC $MOH $UNH Good visualization from Wells Fargo on EPS senitivity"  
[X Link](https://x.com/BeatShort/status/1940325414276403573)  2025-07-02T08:23Z [---] followers, [---] engagements


"$ISRG DV5 CE mark recieved almost [--] months ahead of managemet comments.seems huge positive"  
[X Link](https://x.com/BeatShort/status/1940399373957099601)  2025-07-02T13:17Z [---] followers, [---] engagements


"$FSLR Seems stars align for $FSLR as US-Vietnam deal additional positive for $FSLR"  
[X Link](https://x.com/BeatShort/status/1940450913933726192)  2025-07-02T16:42Z [---] followers, [---] engagements


"$MRVL A reasons behind $MRVL sell off is the BB highlight rehased Information article on $MSFT scaling back on AI chips"  
[X Link](https://x.com/BeatShort/status/1940466211525218648)  2025-07-02T17:42Z [---] followers, [----] engagements


"$SANA Decent initiation from MS out with $12 pt this probably will be a lot higher tomorrow"  
[X Link](https://x.com/BeatShort/status/1940510161090892020)  2025-07-02T20:37Z [---] followers, [---] engagements


"$PLUG EBITDA pos exiting [----] sounds very bullish consensus Q4 [----] https://www.sec.gov/ixdoc=/Archives/edgar/data/1093691/000110465925065583/tm2519805d1_8k.htm https://www.sec.gov/ixdoc=/Archives/edgar/data/1093691/000110465925065583/tm2519805d1_8k.htm"  
[X Link](https://x.com/BeatShort/status/1940771896171409778)  2025-07-03T13:57Z [---] followers, [---] engagements


"$HIMS Truist card data out and pointing inline or slightly below consensus. woes keep mounting"  
[X Link](https://x.com/BeatShort/status/1942188925096780211)  2025-07-07T11:48Z [---] followers, [---] engagements


"$STZ People sell straight from open like it was downgraded instead of upgrade seems no one comfortable to step in here although Jefferies upgrade seems resonable"  
[X Link](https://x.com/BeatShort/status/1942219822588113202)  2025-07-07T13:51Z [---] followers, [---] engagements


"$SPY Yet again we see strategist awakening from hibernation and now ML hikes SP [---] year end pt to [----] from 5600"  
[X Link](https://x.com/BeatShort/status/1942498085474586663)  2025-07-08T08:16Z [---] followers, [---] engagements


"$PLUG JPM out saying OBBB hydrogen roadmap [--] year extension removes overhang and clearly positive for whole hydrogen complex"  
[X Link](https://x.com/BeatShort/status/1942514415607120226)  2025-07-08T09:21Z [---] followers, [---] engagements


"$PLUG RBC also out with positive comments - RBC thinks changes to IRA could be net positive for $PLUG $PLUG JPM out saying OBBB hydrogen roadmap [--] year extension removes overhang and clearly positive for whole hydrogen complex $PLUG JPM out saying OBBB hydrogen roadmap [--] year extension removes overhang and clearly positive for whole hydrogen complex"  
[X Link](https://x.com/BeatShort/status/1942529475905778084)  2025-07-08T10:21Z [---] followers, [---] engagements


"$PLUG HCW out "In our opinion the longer-term benefits for the fuel cell industry from the 48E tax credits remain the more significant and less appreciated portion of the Acts benefit for Plug" $PLUG RBC also out with positive comments - RBC thinks changes to IRA could be net positive for $PLUG $PLUG RBC also out with positive comments - RBC thinks changes to IRA could be net positive for $PLUG"  
[X Link](https://x.com/BeatShort/status/1942530204469191070)  2025-07-08T10:24Z [---] followers, [---] engagements


"$FICO Hearing Cowen out defending the name and saying this new FHFA plan could even be better for $FICO as it may require to buy scores from both $FICO and Vantage Scores"  
[X Link](https://x.com/BeatShort/status/1942620679104315509)  2025-07-08T16:23Z [---] followers, [----] engagements


"$TGB How Taseko still up 8% when Trump hits copper with 50% tariffs $TGB 100% production comes from Canada with Arizona mine still under construction"  
[X Link](https://x.com/BeatShort/status/1942642138157621568)  2025-07-08T17:49Z [---] followers, [---] engagements


"$TGB Vizualisation by http://perplexity.ai $TGB How Taseko still up 8% when Trump hits copper with 50% tariffs $TGB 100% production comes from Canada with Arizona mine still under construction http://perplexity.ai $TGB How Taseko still up 8% when Trump hits copper with 50% tariffs $TGB 100% production comes from Canada with Arizona mine still under construction"  
[X Link](https://x.com/BeatShort/status/1942643015232938139)  2025-07-08T17:52Z [---] followers, [---] engagements


"$FICO PULTE: WILL BE INCENTIVIZING LENDERS WHO USE VANTAGE [---] $FICO Hearing Cowen out defending the name and saying this new FHFA plan could even be better for $FICO as it may require to buy scores from both $FICO and Vantage Scores $FICO Hearing Cowen out defending the name and saying this new FHFA plan could even be better for $FICO as it may require to buy scores from both $FICO and Vantage Scores"  
[X Link](https://x.com/BeatShort/status/1942666393272606978)  2025-07-08T19:25Z [---] followers, [---] engagements


"$FICO So seems Cowen analyst was right. $FICO PULTE: WILL BE INCENTIVIZING LENDERS WHO USE VANTAGE [---] $FICO PULTE: WILL BE INCENTIVIZING LENDERS WHO USE VANTAGE 4.0"  
[X Link](https://x.com/BeatShort/status/1942667162591846541)  2025-07-08T19:28Z [---] followers, [---] engagements


"$FCX Hearing MS outlining $FCX as best positioned to benefit from copper tariffs"  
[X Link](https://x.com/BeatShort/status/1942667689765527913)  2025-07-08T19:30Z [---] followers, [---] engagements


"$FCX Hearing Stifel initiates with buy $FCX Hearing MS outlining $FCX as best positioned to benefit from copper tariffs $FCX Hearing MS outlining $FCX as best positioned to benefit from copper tariffs"  
[X Link](https://x.com/BeatShort/status/1942677908537106664)  2025-07-08T20:11Z [---] followers, [---] engagements


"$FCX Guess we see a lot more pos comments tomorrow maybe even fetch some upgrade $FCX Hearing Stifel initiates with buy $FCX Hearing Stifel initiates with buy"  
[X Link](https://x.com/BeatShort/status/1942683221860233683)  2025-07-08T20:32Z [---] followers, [---] engagements


"$FICO Hearing GS now also out with pos comments great call from Cowen analyst $FICO So seems Cowen analyst was right. $FICO So seems Cowen analyst was right"  
[X Link](https://x.com/BeatShort/status/1942691356369207457)  2025-07-08T21:04Z [---] followers, [---] engagements


"$FCX Now BMO out saying $FCX the big winner $FCX Guess we see a lot more pos comments tomorrow maybe even fetch some upgrade $FCX Guess we see a lot more pos comments tomorrow maybe even fetch some upgrade"  
[X Link](https://x.com/BeatShort/status/1942697957578661902)  2025-07-08T21:31Z [---] followers, [---] engagements


"$MRVL MS out with some very neg comments on AWS trainium2 $MRVL units"  
[X Link](https://x.com/BeatShort/status/1942921653287100591)  2025-07-09T12:19Z [---] followers, [----] engagements


"$MRVL Doesent look good for sure but as said think most asia guys have got it wrong $MRVL Additionally their production timing highlihgts Alchip for trainium3 and [--] in coming years with fast ramp [----]. i still thinkk most asia guys have got it wrong but will hurt stock today $MRVL Additionally their production timing highlihgts Alchip for trainium3 and [--] in coming years with fast ramp [----]. i still thinkk most asia guys have got it wrong but will hurt stock today"  
[X Link](https://x.com/BeatShort/status/1942922506748215644)  2025-07-09T12:23Z [---] followers, [----] engagements


"$LGND RBC highlights $MRK buying $VRNA is incrementally positive for $LGND since $LGND recieves 3% royality on global net sales of Ohtuvayre"  
[X Link](https://x.com/BeatShort/status/1942934630631649348)  2025-07-09T13:11Z [---] followers, [---] engagements


"$LGND Now Stifel out saying $LGND has identified Ohtuvayre as one of its core revenue drivers. They expect $MRK ownership accelerate Ohtuvayres uptake in the COPD market.this sounds very good for $LGND $LGND RBC highlights $MRK buying $VRNA is incrementally positive for $LGND since $LGND recieves 3% royality on global net sales of Ohtuvayre $LGND RBC highlights $MRK buying $VRNA is incrementally positive for $LGND since $LGND recieves 3% royality on global net sales of Ohtuvayre"  
[X Link](https://x.com/BeatShort/status/1942941923401937012)  2025-07-09T13:40Z [---] followers, [---] engagements


"$LGND Hearing Oppenheimer out saying $MRK $VRNA is a win for $LGND and they see room for further upside. $LGND I would guess if people realize this is a huge pos for rev flow stock goes even higer by far $LGND I would guess if people realize this is a huge pos for rev flow stock goes even higer by far"  
[X Link](https://x.com/BeatShort/status/1942972457163378767)  2025-07-09T15:41Z [---] followers, [---] engagements


"$STZ Roths Bill Kirk out saying early reads suggest acceleration underway"  
[X Link](https://x.com/BeatShort/status/1943045516725751981)  2025-07-09T20:32Z [---] followers, [---] engagements


"$PONY Pony AI seventh-generation Robotaxi enters mass production road testing - Pony AI announced that its seventh-generation.this sounds very bullish on the heels of recent permits"  
[X Link](https://x.com/BeatShort/status/1943238756107985142)  2025-07-10T09:19Z [---] followers, [----] engagements


"$ALT Widely loved name gets a slap from GS init sell and $1 pt"  
[X Link](https://x.com/BeatShort/status/1943238922793816366)  2025-07-10T09:20Z [---] followers, [----] engagements


"$PONY What would be the odds this stock taping $20 EOD GS been pounding long for days now and reminds me $SE from GS at $40-is $PONY Pony AI seventh-generation Robotaxi enters mass production road testing - Pony AI announced that its seventh-generation.this sounds very bullish on the heels of recent permits $PONY Pony AI seventh-generation Robotaxi enters mass production road testing - Pony AI announced that its seventh-generation.this sounds very bullish on the heels of recent permits"  
[X Link](https://x.com/BeatShort/status/1943246939966812373)  2025-07-10T09:52Z [---] followers, [---] engagements


"$VRT Evercore explains the $VRT AWS relationship and it seems its partnership"  
[X Link](https://x.com/BeatShort/status/1943340333397410168)  2025-07-10T16:03Z [---] followers, [----] engagements


"$SPY Seems Trump needs some cash early tariff fears will be tweeted away and 0DTE optsions will win again"  
[X Link](https://x.com/BeatShort/status/1943602395100934439)  2025-07-11T09:24Z [---] followers, [---] engagements


"$HPE So far no upgrade surely some have to come. $HPE Seems $JNPR aquisition call went really well and more synergies ahead at least $600mln up from $450mln. Hearing Evercore hikes pt to $25 from $22 $HPE Seems $JNPR aquisition call went really well and more synergies ahead at least $600mln up from $450mln. Hearing Evercore hikes pt to $25 from $22"  
[X Link](https://x.com/BeatShort/status/1943602823674958126)  2025-07-11T09:26Z [---] followers, [----] engagements


"$HPE Seems people still have to digest and so far doesent understand that all analyst have to adjust models to upside $HPE So far no upgrade surely some have to come. $HPE So far no upgrade surely some have to come"  
[X Link](https://x.com/BeatShort/status/1943668091805659497)  2025-07-11T13:45Z [---] followers, [---] engagements


"$MU Hearing boutique shop out saying HBM being potentially in oversupply now and to CY26"  
[X Link](https://x.com/BeatShort/status/1944707088116011100)  2025-07-14T10:34Z [---] followers, [----] engagements


"$SENS Hearing Cowen initiates with buy PT is $1.25"  
[X Link](https://x.com/BeatShort/status/1945054264700625265)  2025-07-15T09:34Z [---] followers, [---] engagements


"$PONY Goldman hikes China Robotaxi TAM 2030E/2035E from $12bln/$47bln to $14bln/$61bln. sounds very positive for $PONY and $BIDU $PONY BofA now out commenting $PONY investor day and doesent even mention Grizzly short report seems not woth it. They remain buy and they believe $PONY will scale up its robotaxi fleet size and see improving profitability $PONY BofA now out commenting $PONY investor day and doesent even mention Grizzly short report seems not woth it. They remain buy and they believe $PONY will scale up its robotaxi fleet size and see improving profitability"  
[X Link](https://x.com/BeatShort/status/1945220541402448063)  2025-07-15T20:34Z [---] followers, [---] engagements


"$HPE And there it is JPM goes to owerweight with $30 pt $HPE Seems people still have to digest and so far doesent understand that all analyst have to adjust models to upside $HPE Seems people still have to digest and so far doesent understand that all analyst have to adjust models to upside"  
[X Link](https://x.com/BeatShort/status/1945772247655801119)  2025-07-17T09:07Z [---] followers, [---] engagements


"$LLY Not sure why people sell $LLY on $NVO but if $NVO losing market share on old tech drug $LLY is one that gains the share"  
[X Link](https://x.com/BeatShort/status/1950190214825046506)  2025-07-29T13:42Z [---] followers, [---] engagements


"$MRVL At first i thought i am losing my sight Fubons Rita out huge pos note on Maia now.that cant be right can it Seems she starting to eat words that shes pounded for about an year now (did with mutiple sourcing allready) $MRVL Doesent look good for sure but as said think most asia guys have got it wrong https://t.co/0DbOha5QBh $MRVL Doesent look good for sure but as said think most asia guys have got it wrong https://t.co/0DbOha5QBh"  
[X Link](https://x.com/BeatShort/status/1950493743766741254)  2025-07-30T09:48Z [---] followers, [----] engagements


"$LRMR Nice vote of confidence from Deerfield https://www.sec.gov/Archives/edgar/data/1009258/000119380525001155/xslF345X05/e664762_4-larimar.xml https://www.sec.gov/Archives/edgar/data/1009258/000119380525001155/xslF345X05/e664762_4-larimar.xml"  
[X Link](https://x.com/BeatShort/status/1952776342350520410)  2025-08-05T16:58Z [---] followers, [---] engagements


"$ENPH Nice small buy from CEO https://www.sec.gov/Archives/edgar/data/1543777/000154377725000003/xslF345X05/wk-form4_1754513785.xml https://www.sec.gov/Archives/edgar/data/1543777/000154377725000003/xslF345X05/wk-form4_1754513785.xml"  
[X Link](https://x.com/BeatShort/status/1953199530779754799)  2025-08-06T21:00Z [---] followers, [---] engagements


"$LUMN Hearing Moffett highlights possible PCF (Price to Cashflow) amortization cuts pt to $3 from $4 and keeps solid sell"  
[X Link](https://x.com/BeatShort/status/1955971697921720659)  2025-08-14T12:36Z [---] followers, [---] engagements


"$RUN Dont forget GLJ upgrade altough came out late friday UBS positive too: "In our view the larger implication of the IRS guidance is a clearing of the policy clouds that have dominated solar sector sentiment for well over a year. In our view this event removes a significant obstacle for investors participating in U.S. solar UBS positive too: "In our view the larger implication of the IRS guidance is a clearing of the policy clouds that have dominated solar sector sentiment for well over a year. In our view this event removes a significant obstacle for investors participating in U.S. solar"  
[X Link](https://x.com/BeatShort/status/1957356078200730061)  2025-08-18T08:17Z [---] followers, [---] engagements


"$MMYT JPM pointing out rapid recovery in travel sentiment raises to top Internet OW"  
[X Link](https://x.com/BeatShort/status/1957506021758308807)  2025-08-18T18:12Z [---] followers, [---] engagements


"$LRMR Hearing Leerink thinks $PTCT CRL readsthrough pos for $LRMR helps $LRMR to enroll their OLE trial"  
[X Link](https://x.com/BeatShort/status/1957810636831773126)  2025-08-19T14:23Z [---] followers, [---] engagements


"$OKTA Reports EPS today AH had an upgrade from Truist yesterday and from Canaccord today.Yesterdays upgrade was sold off hard so very curious what comes out of that gate.software sentiment quite neg atm"  
[X Link](https://x.com/BeatShort/status/1960285035078038003)  2025-08-26T10:15Z [---] followers, [----] engagements


"$PYPL German banks blocking $PYPL payments due to security system desing failure. that seems huge issue for $PYPL Paypal-Sicherheitsproblem: Deutsche Banken stoppen Zahlungen in Milliardenhhe - Wirtschaft - http://SZ.de http://SZ.de"  
[X Link](https://x.com/BeatShort/status/1960664514178830712)  2025-08-27T11:23Z [---] followers, [---] engagements


"$MRVL Conference call total s.t show no real answers only evasive behaviour didnt even answer how many additional sockets they won"  
[X Link](https://x.com/BeatShort/status/1961182203905228827)  2025-08-28T21:40Z [---] followers, [----] engagements


"$TECK UBS upgrades but DB cautious who will matter for today"  
[X Link](https://x.com/BeatShort/status/1963199015266254879)  2025-09-03T11:14Z [---] followers, [---] engagements


"$LULU This story is broken cudos to Jefferies Randal Konik who called it . reminds ma $VSCO"  
[X Link](https://x.com/BeatShort/status/1963698098074751421)  2025-09-04T20:18Z [---] followers, [----] engagements


"$NVO Decent upgrade to outperform from Bernstein hiting the tape.would think stock could go green on it"  
[X Link](https://x.com/BeatShort/status/1965440907651817648)  2025-09-09T15:43Z [---] followers, [---] engagements


"$SNPS Was punished yesterday on IP issues seems overreaction and buying opportunity per Mizuho. Saying IP weakness overshadows Ansys merger potential"  
[X Link](https://x.com/BeatShort/status/1966049557546233890)  2025-09-11T08:01Z [---] followers, [---] engagements


"$LCID Hearing Cantor hikes pt to $26 from $20 keeps neutral rating"  
[X Link](https://x.com/BeatShort/status/1970800684674187290)  2025-09-24T10:41Z [---] followers, [---] engagements


"$SLNO Now Stifel out saying nice clearing event $SLNO Wells thinks stock should be up atleast 20% on $ACAD failure $SLNO Wells thinks stock should be up atleast 20% on $ACAD failure"  
[X Link](https://x.com/BeatShort/status/1970814501483315456)  2025-09-24T11:36Z [---] followers, [---] engagements


"$MRVL Hope we will get some clarity eventually Harlen gonna ask some spicy questions to $MRVL today. Harlen gonna ask some spicy questions to $MRVL today"  
[X Link](https://x.com/BeatShort/status/1970819223044980771)  2025-09-24T11:54Z [---] followers, [---] engagements


"$MRVL I am losing patience in this name just before JPM conf today 1pm we get a presser of -Marvell announces additional $5B stock repurchase authorization and $1B accelerated share repurchaseprogram.that sounds fishy $MRVL Conference call total s.t show no real answers only evasive behaviour didnt even answer how many additional sockets they won $MRVL Conference call total s.t show no real answers only evasive behaviour didnt even answer how many additional sockets they won"  
[X Link](https://x.com/BeatShort/status/1970839278902231221)  2025-09-24T13:14Z [---] followers, [----] engagements


"$MRVL Still no real answers and quite round talk.18% growth floor but thats not a real number since growth should be a lot higher anyway $MRVL I am losing patience in this name just before JPM conf today 1pm we get a presser of -Marvell announces additional $5B stock repurchase authorization and $1B accelerated share repurchaseprogram.that sounds fishy $MRVL I am losing patience in this name just before JPM conf today 1pm we get a presser of -Marvell announces additional $5B stock repurchase authorization and $1B accelerated share repurchaseprogram.that sounds fishy"  
[X Link](https://x.com/BeatShort/status/1970903962057363508)  2025-09-24T17:31Z [---] followers, [----] engagements


"$MRVL Matt Murphy like a tireless salesman and no real details didnt even say cash amount for automotive biz sales - instead used several bln-s.getting more and more controversial $MRVL Still no real answers and quite round talk.18% growth floor but thats not a real number since growth should be a lot higher anyway $MRVL Still no real answers and quite round talk.18% growth floor but thats not a real number since growth should be a lot higher anyway"  
[X Link](https://x.com/BeatShort/status/1970912795568074877)  2025-09-24T18:06Z [---] followers, [----] engagements


"$WULF Hearing Roth hikes pt to $21.5 on power pipeline"  
[X Link](https://x.com/BeatShort/status/1971176705273520237)  2025-09-25T11:35Z [---] followers, [---] engagements


"$PLUG Guess this one will surprise us all HCW hike pt to $7 from $3"  
[X Link](https://x.com/BeatShort/status/1974087353603142132)  2025-10-03T12:21Z [---] followers, [---] engagements


"$AMZN This puppy will be over $400 in a month weird to see this kind of pressure"  
[X Link](https://x.com/BeatShort/status/432970134177603584)  2014-02-10T20:11Z [---] followers, [--] engagements


"$RHT Billings (revenue + change in deferred from the cash flow statement) were $565mn +24% yoy versus the Street at $521mn (+15% yoy)"  
[X Link](https://x.com/BeatShort/status/449285929287839744)  2014-03-27T20:44Z [---] followers, [--] engagements


"$TWTR GS says - "Twitter's US mobile unique visitor growth continues to improve in March""  
[X Link](https://x.com/BeatShort/status/458243830236872704)  2014-04-21T14:00Z [---] followers, [--] engagements


"$CTXS Citrix has beat the high end of its 1Q guidance in [--] out of the last [--] years fyi"  
[X Link](https://x.com/BeatShort/status/459051219370409984)  2014-04-23T19:28Z [---] followers, [--] engagements


"$BLDR Stifel raised to buy and pt $20"  
[X Link](https://x.com/BeatShort/status/587927835219636224)  2015-04-14T10:38Z [---] followers, [--] engagements


"$CI Stock traded $140-$145 range before the possible M&Anow at $147. If i would be a shareholder i would be really disappointed"  
[X Link](https://x.com/BeatShort/status/624608948616720384)  2015-07-24T15:55Z [---] followers, [--] engagements


"$SPX FTSE was down 3.15% vs Germanys DAX down 6.82% Shouldnt this be other way around Even US technology trading north 3.5%+ atm"  
[X Link](https://x.com/BeatShort/status/746404863853084672)  2016-06-24T18:09Z [---] followers, [--] engagements


"$NBIX Announces FDA approval of INGREZZA capsules as the first and only approved treatment for adults with Tardive Dyskinesia"  
[X Link](https://x.com/BeatShort/status/851901340968259585)  2017-04-11T20:54Z [---] followers, [--] engagements

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