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

BeatTheStreet posts on X about $mrvl, $uthr, $vktx, $iclr 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)  [technology brands](/list/technology-brands)  [finance](/list/finance)  [cryptocurrencies](/list/cryptocurrencies)  [countries](/list/countries)  [fashion brands](/list/fashion-brands)  [automotive brands](/list/automotive-brands)  [gaming](/list/gaming)  [travel destinations](/list/travel-destinations)  [currencies](/list/currencies) 

**Social topic influence**
[$mrvl](/topic/$mrvl), [$uthr](/topic/$uthr), [$vktx](/topic/$vktx), [$iclr](/topic/$iclr) #9, [$pins](/topic/$pins), [$plug](/topic/$plug), [$amzn](/topic/$amzn), [$mu](/topic/$mu), [$nvda](/topic/$nvda), [china](/topic/china)

**Top accounts mentioned or mentioned by**
[@markflowchatter](/creator/undefined) [@ecommerceshares](/creator/undefined) [@trader53](/creator/undefined) [@jonfortt](/creator/undefined) [@meadowcapital](/creator/undefined) [@danielcdrolet](/creator/undefined) [@ophirgottlieb](/creator/undefined) [@asteralabs](/creator/undefined) [@markflowchattergt](/creator/undefined) [@globalmess65](/creator/undefined) [@boofero](/creator/undefined)

**Top assets mentioned**
[Marvell Technology Inc (MRVL)](/topic/$mrvl) [United Therapeutics, Corp. (UTHR)](/topic/$uthr) [Viking Therapeutics, Inc (VKTX)](/topic/$vktx) [Icon Plc (ICLR)](/topic/$iclr) [Pinterest, Inc. (PINS)](/topic/$pins) [Plug Power, Inc. (PLUG)](/topic/$plug) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Micron Technology, Inc. (MU)](/topic/$mu) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Shopify Inc (SHOP)](/topic/$shop) [Biohaven Pharmaceutical Holding Company Ltd. (BHVN)](/topic/$bhvn) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Eli Lilly and Company (LLY)](/topic/$lly) [Hewlett Packard Enterprise Co (HPE)](/topic/$hpe) [Merck & Co., Inc. (MRK)](/topic/$mrk) [Novo-Nordisk (NVO)](/topic/$nvo) [Deckers Outdoor, Corp. (DECK)](/topic/$deck) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Nike Inc (NKE)](/topic/$nke) [Target Corporation (TGT)](/topic/$tgt) [Enphase Energy Inc (ENPH)](/topic/$enph) [MGM Resorts International (MGM)](/topic/$mgm) [Intel Corporation (INTC)](/topic/$intc) [Pony AI Inc. (PONY)](/topic/$pony) [Ligand Pharmaceuticals Inc. (LGND)](/topic/$lgnd) [Juniper Networks, Inc. (JNPR)](/topic/$jnpr) [Elastic N.V. (ESTC)](/topic/$estc) [Tesla, Inc. (TSLA)](/topic/$tsla) [Las Vegas Sands Corp. (LVS)](/topic/$lvs) [Eos Energy Enterprises, Inc. (EOSE)](/topic/$eose) [First Solar, Inc. (FSLR)](/topic/$fslr) [GLOBUS MEDICAL INC (GMED)](/topic/$gmed) [Fair Isaac, Corp. (FICO)](/topic/$fico) [Freeport-McMoRan Inc (FCX)](/topic/$fcx) [SolarEdge Technologies, Inc. (SEDG)](/topic/$sedg) [Advanced Micro Devices (AMD)](/topic/$amd) [Decentral Games (DG)](/topic/$dg) [Rigetti Computing, Inc. Common Stock (RGTI)](/topic/$rgti) [SeaPad (SPT)](/topic/$spt) [Amkor Technology Inc (AMKR)](/topic/$amkr) [Trade Desk, Inc. (TTD)](/topic/$ttd) [Apple, Inc. (AAPL)](/topic/$aapl) [Metadium (META)](/topic/$meta) [3M Co (MMM)](/topic/$mmm) [AltLayer (ALT)](/topic/$alt) [F5 Inc (FFIV)](/topic/$ffiv) [Paycom Software Inc (PAYC)](/topic/$payc) [Okta Inc (OKTA)](/topic/$okta) [Salesforce Inc (CRM)](/topic/$crm) [Centene Corp (CNC)](/topic/$cnc) [Super Micro Computer, Inc. Common Stock (SMCI)](/topic/$smci) [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [Bloom Energy Corporation (BE)](/topic/$be) [Roblox Corp. (RBLX)](/topic/$rblx) [UnitedHealth Group (UNH)](/topic/$unh) [Humana Inc (HUM)](/topic/$hum) [Wynn Resorts, Limited (WYNN)](/topic/$wynn) [AppLovin Corporation (APP)](/topic/$app) [Stacks (STX)](/topic/$stx) [Microsoft Corp. (MSFT)](/topic/$msft) [Atkore Inc. (ATKR)](/topic/$atkr)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$BCRX Hearing HCW hikes pt to $32 stock was muted on Orladeyo Approval"  
[X Link](https://x.com/BeatShort/status/2000567959316840871)  2025-12-15T14:05Z [---] followers, [---] engagements


"$SHLS $SEDG Lots of analyst rating shifts today but none actionable more of house keeping from sell side"  
[X Link](https://x.com/BeatShort/status/2000874410514030805)  2025-12-16T10:23Z [---] followers, [---] engagements


"$INTC Hearing boutique firm upgrading $INTC and $AMD to overweight after asia field trip also most neg reads for $QCOM and $ARM . $ARM also downgraded at BofA on slowdown"  
[X Link](https://x.com/BeatShort/status/2010997053472546957)  2026-01-13T08:47Z [---] followers, [---] engagements


"@markflowchatter $APP "We now think ecommerce revenue will grow from $191M in 4Q25 to $251M in 1Q26" Needham but then again BofA highlights - "Our investor conversations suggest buyside 4Q revenue expectations at $1.65bn avg with eComm models at $150-300mn ($270mn avg)""  
[X Link](https://x.com/BeatShort/status/2015784666393874705)  2026-01-26T13:51Z [---] followers, [----] engagements


"$STX Seems $STX delivered but its just so crowded and nothing to be super happy here. a breather would be logical outcome here $STX Feels like people stepping into $STX EPS too cheerfully. we will see shortly $STX Feels like people stepping into $STX EPS too cheerfully. we will see shortly"  
[X Link](https://x.com/BeatShort/status/2016269004382359911)  2026-01-27T21:56Z [---] followers, [---] engagements


"$STX Inline with elevated expectation and expensive multiples but people chase on management comment from conference call. $STX Seems $STX delivered but its just so crowded and nothing to be super happy here. a breather would be logical outcome here $STX Seems $STX delivered but its just so crowded and nothing to be super happy here. a breather would be logical outcome here"  
[X Link](https://x.com/BeatShort/status/2016447404166332502)  2026-01-28T09:44Z [---] followers, [---] engagements


"$NVDA Exclusive: China gives nod to ByteDance Alibaba and Tencent to buy Nvidia's H200 chips - sources https://www.reuters.com/world/china/china-gives-green-light-importing-first-batch-nvidias-h200-ai-chips-sources-say-2026-01-28/ https://www.reuters.com/world/china/china-gives-green-light-importing-first-batch-nvidias-h200-ai-chips-sources-say-2026-01-28/"  
[X Link](https://x.com/BeatShort/status/2016484872190091497)  2026-01-28T12:13Z [---] followers, [----] engagements


"$RAA.DE Seems they just trying to take their sell recomendation off the table pt goes to [---] vs [---] all and all thinks stock still overvalued Rational Raised to Hold at Deutsche Bank $RAA.DE Rational Raised to Hold at Deutsche Bank $RAA.DE"  
[X Link](https://x.com/BeatShort/status/1471532214815006725)  2021-12-16T17:26Z [---] followers, [--] engagements


"$DHER.DE Hearing JPM cuts to neutral on lack of visibility"  
[X Link](https://x.com/BeatShort/status/1504000312536965122)  2022-03-16T07:43Z [---] followers, [--] engagements


"$VKTX MS hikes obesity TAM to $150bln ($80 US/$70 outside US) from $105 bln and the market gets even bigger. $VKTX one of the best BO candidates out there probably with price tag $10bln+"  
[X Link](https://x.com/BeatShort/status/1915688140766929286)  2025-04-25T08:43Z [---] followers, [----] engagements


"$MRVL But also theres MS asia piece out saying Alchip is AWS Trainium3 sole source again fliping to sole source narrative. There will be no sole sources anymore on custom ASIC-s $MRVL A reasons behind $MRVL sell off is the BB highlight rehased Information article on $MSFT scaling back on AI chips $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/1940467213062099423)  2025-07-02T17:46Z [---] followers, [----] engagements


"$MRVL Also hearing boutique shop out saying both Alchip and $MRVL will do trn3 $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 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)"  
[X Link](https://x.com/BeatShort/status/1950508558811853258)  2025-07-30T10:47Z [---] followers, [----] engagements


"$UTHR UBS pt goes from $560 to $580 on additional data $UTHR Now HCW hiked pt from $400 to $500 $UTHR Now HCW hiked pt from $400 to $500"  
[X Link](https://x.com/BeatShort/status/1972658957589041211)  2025-09-29T13:45Z [---] followers, [----] engagements


"$UTHR UBS now shares more light on $LQDA patent litigation case. Bullihs on $UTHR possible outcomes. $UTHR UBS pt goes from $560 to $580 on additional data $UTHR UBS pt goes from $560 to $580 on additional data"  
[X Link](https://x.com/BeatShort/status/1972984859556716661)  2025-09-30T11:20Z [---] followers, [----] engagements


"$APLS Hearing Evercore out refuting buyside fears on C3G opportunity for $APLS Buyside afraid pool could be less than [----] but seems Evercore deep search saying there is clearly sizeable C3G population"  
[X Link](https://x.com/BeatShort/status/1993325602393538935)  2025-11-25T14:27Z [---] 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


"$BHVN Solid upgrade today from RBC pt is $22"  
[X Link](https://x.com/BeatShort/status/2013920142321713484)  2026-01-21T10:22Z [---] 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


"$DG Hearing boutique firm raising SSS to +4% post store managers survey"  
[X Link](https://x.com/BeatShort/status/2016101731667415516)  2026-01-27T10:51Z [---] followers, [---] engagements


"$CLS Hearing Stifel defending $CLS and hiking pt to $425 from $385"  
[X Link](https://x.com/BeatShort/status/2016943697762435079)  2026-01-29T18:37Z [---] 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


"$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


"$RGTI If things like this trades on mcap greather than $17 bln we are in trouble"  
[X Link](https://x.com/BeatShort/status/1977809420114690104)  2025-10-13T18:51Z [---] followers, [---] engagements


"$RGTI Just wondering what possible thoughts can be in someones head to buy $RGTI here $18bln mcap on a company whos only biz is to draw chip architecture (not produce them) with projected rev current year of $8.1mln Anyone"  
[X Link](https://x.com/BeatShort/status/1978401003671003584)  2025-10-15T10:02Z [---] followers, [----] engagements


"$RGTI Today $18bln+ you are behind a day with mcap just another $1bln added"  
[X Link](https://x.com/BeatShort/status/1978406814476628247)  2025-10-15T10:25Z [---] followers, [---] engagements


"$FTCI Hearing Roth upgrades to buy after EPS on Bookings and Pipline"  
[X Link](https://x.com/BeatShort/status/1990434548853731805)  2025-11-17T14:59Z [---] followers, [---] engagements


"$ATKR Anyone familiar with Atkore potential sales Irenic seems with a good track record so if they push sales what would be the price tag Seems not a big premium will be paid so maybe 2.5bln or little more $70-$75 a share or will it be more"  
[X Link](https://x.com/BeatShort/status/1991220188633587768)  2025-11-19T19:01Z [---] followers, [---] engagements


"$ATKR Seems someone needed to get out and knew the guide cut altough FY inline $ATKR Anyone familiar with Atkore potential sales Irenic seems with a good track record so if they push sales what would be the price tag Seems not a big premium will be paid so maybe 2.5bln or little more $70-$75 a share or will it be more $ATKR Anyone familiar with Atkore potential sales Irenic seems with a good track record so if they push sales what would be the price tag Seems not a big premium will be paid so maybe 2.5bln or little more $70-$75 a share or will it be more"  
[X Link](https://x.com/BeatShort/status/1991475714022076801)  2025-11-20T11:56Z [---] 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


"$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


"$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


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


"$MRVL Number inline but its all about the contract loss clarification and [----] rev guide 18bln"  
[X Link](https://x.com/BeatShort/status/1928192838258274466)  2025-05-29T20:52Z [---] 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


"$SPT Needham out today with upbeat comments from Needham Growth Conf.they have $32 pt $SPT Seems significant since CEO been net seller for ages change of harts or truning point for the company $SPT Seems significant since CEO been net seller for ages change of harts or truning point for the company"  
[X Link](https://x.com/BeatShort/status/2011402260475994514)  2026-01-14T11:37Z [---] followers, [---] engagements


"$PONY Hearing Citi adds to 90D upside catalyst list on several events ahead"  
[X Link](https://x.com/BeatShort/status/2011800290035483002)  2026-01-15T13:59Z [---] 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


"@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


"$UTHR United Therapeutics hosting webcast to review data from TETON-2 study of nebulized tyvaso on 28-Sep.would love to see stock close to $500 instead of current $409 $UTHR Cantor now out saying they like the setup even more than the right call on TETON-2. highligthing this should be $500 stock and hikes pt to $525 $UTHR Cantor now out saying they like the setup even more than the right call on TETON-2. highligthing this should be $500 stock and hikes pt to $525"  
[X Link](https://x.com/BeatShort/status/1968994787014439418)  2025-09-19T11:05Z [---] 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/anyuser/status/2021958024441868417)  2026-02-12T14:42Z [---] followers, [----] engagements


"$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/anyuser/status/2021991719705956605)  2026-02-12T16:56Z [---] 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/anyuser/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/anyuser/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/anyuser/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/anyuser/status/2022321049765875797)  2026-02-13T14:44Z [---] followers, [---] engagements


"$VIE.PA Veolia and SUEZ reached an agreement in principle last night for the merger between the two groups; agreeing on a price of [-----] per SUEZ share"  
[X Link](https://x.com/BeatShort/status/1381504386145398784)  2021-04-12T07:08Z [---] followers, [--] engagements


"$PLUG Huge [----] rev guide 3bln"  
[X Link](https://x.com/BeatShort/status/1448649687431401477)  2021-10-14T13:59Z [---] followers, [--] engagements


"$SHOP Jefferies analyst Samad Samana remains positive on $SHOP revised estimates down and lowers pt from $1350 to $550. Just great isnt it"  
[X Link](https://x.com/BeatShort/status/1522282019035791362)  2022-05-05T18:28Z [---] followers, [--] engagements


"$SNAP This will hurt all $FB $PINS $TWTR heres the 8-k https://www.sec.gov/ixdoc=/Archives/edgar/data/1564408/000119312522157565/d516472d8k.htm https://www.sec.gov/ixdoc=/Archives/edgar/data/1564408/000119312522157565/d516472d8k.htm"  
[X Link](https://x.com/BeatShort/status/1528849729597194245)  2022-05-23T21:25Z [---] followers, [--] engagements


"$RNWK Somehwat interesting collaboration -Vodafone Germany Chooses RealNetworks to Test an Anti-Fraud Voice Call Solution Using KONTXT https://www.prnewswire.com/news-releases/vodafone-germany-chooses-realnetworks-to-test-an-anti-fraud-voice-call-solution-using-kontxt-301575150.html https://www.prnewswire.com/news-releases/vodafone-germany-chooses-realnetworks-to-test-an-anti-fraud-voice-call-solution-using-kontxt-301575150.html"  
[X Link](https://x.com/BeatShort/status/1541514254376964096)  2022-06-27T20:10Z [---] followers, [--] engagements


"$RARE Citi says base biz provides $30 valuation floor (Crysvita Dojolvi Mepsevii). Current mcap implies $20-$25 a share for seven clinical stage programs. keeps buy but lowers pt to $142 from $146 . nice upside in their models"  
[X Link](https://x.com/BeatShort/status/1554566774527492097)  2022-08-02T20:36Z [---] followers, [--] engagements


"$BMW $ADYEN $LHA Some monring EU recs Jeff BMW - dg to h DB LHA GR - ug to b pt [--] MS ADYEN - ug to owpt1850 HSBC SGL Carbon - ug to b tp [--] Kepler Sampo - dg to h pt 44"  
[X Link](https://x.com/BeatShort/status/1772882650497266028)  2024-03-27T07:05Z [---] followers, [---] engagements


"$LHA True my bad @BeatShort DB on LHA is d/g to hold not u/g to Buy @BeatShort DB on LHA is d/g to hold not u/g to Buy"  
[X Link](https://x.com/BeatShort/status/1772891927374975433)  2024-03-27T07:42Z [---] followers, [---] engagements


"$ROST Hearing boutique firm out saying 1Q comps are running ahead of cons also modelling EPS ahead of cons"  
[X Link](https://x.com/BeatShort/status/1777695794755236048)  2024-04-09T13:51Z [---] followers, [---] engagements


"$ACHC DB out with valuation upgrade to buy from hold and pt goes to whopping $75 from $45"  
[X Link](https://x.com/BeatShort/status/1867192359768736089)  2024-12-12T12:58Z [---] followers, [---] engagements


"$HIMS Weird to see people biding $HIMS when MS downgrades to ew"  
[X Link](https://x.com/BeatShort/status/1891777528798314613)  2025-02-18T09:11Z [---] followers, [---] engagements


"$LRMR JMP out saying $PTCT data bodes well for $LRMR"  
[X Link](https://x.com/BeatShort/status/1892220344351490350)  2025-02-19T14:31Z [---] followers, [---] engagements


"$AMKR B.Riley out with a note saying Apple Announcement incrementally positive to $AMKR and $SWKS"  
[X Link](https://x.com/BeatShort/status/1894074767105212823)  2025-02-24T17:19Z [---] followers, [---] engagements


"$BIDU $2.1bln deal and $1.86bln was paid to JOYY in [----]. Part of this transaction a sum of $1.6bln from escrow accounts will be fully released to $BIDU $BIDU acquires $JOYY Chinas live-streaming business for $2 billion Baidu also holds 50% plus stake in Chinese Video On-demand platform iQIYI Beijing has clearly softened regulatory stands and now animal spirits are back. We can expect more M&A $BIDU acquires $JOYY Chinas live-streaming business for $2 billion Baidu also holds 50% plus stake in Chinese Video On-demand platform iQIYI Beijing has clearly softened regulatory stands and now animal"  
[X Link](https://x.com/BeatShort/status/1894439409459613850)  2025-02-25T17:28Z [---] followers, [---] engagements


"$JBL Nice raise $160 possible today"  
[X Link](https://x.com/BeatShort/status/1902689890891882684)  2025-03-20T11:53Z [---] followers, [---] engagements


"$BODI Hearing Roth cuts to neutral lowers pt from $12 to $7"  
[X Link](https://x.com/BeatShort/status/1907034584920814034)  2025-04-01T11:37Z [---] followers, [---] engagements


"$TTD Everyone onboard Train will leave shorty next stop at $70"  
[X Link](https://x.com/BeatShort/status/1920761252759904459)  2025-05-09T08:42Z [---] followers, [---] engagements


"$BHVN Cowen comments after R&D day "impressive pipeline" keeps buy and $75 pt.stock muted altough lots of positives emerged and oncology additional positive suprise.not even in analyst models"  
[X Link](https://x.com/BeatShort/status/1928047524062855459)  2025-05-29T11:15Z [---] followers, [----] engagements


"$BHVN Now MS out very pos on R&D day says company ramping commercialization efforts.stock should be way higher $BHVN Cowen comments after R&D day "impressive pipeline" keeps buy and $75 pt.stock muted altough lots of positives emerged and oncology additional positive suprise.not even in analyst models $BHVN Cowen comments after R&D day "impressive pipeline" keeps buy and $75 pt.stock muted altough lots of positives emerged and oncology additional positive suprise.not even in analyst models"  
[X Link](https://x.com/BeatShort/status/1928098556302295283)  2025-05-29T14:38Z [---] followers, [---] engagements


"$LRMR After $RNA data JMP is more confident $LRMR pathway"  
[X Link](https://x.com/BeatShort/status/1932090258675454042)  2025-06-09T14:59Z [---] followers, [----] engagements


"$CLDX Canaccord bullish into tomorrows EAACI congress keeps buy and $64 pt.stock could have nice upside if data positive"  
[X Link](https://x.com/BeatShort/status/1932843335279948092)  2025-06-11T16:52Z [---] followers, [---] engagements


"$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 MS out with some very neg comments on AWS trainium2 $MRVL units https://t.co/gocpRTgHW8 $MRVL MS out with some very neg comments on AWS trainium2 $MRVL units https://t.co/gocpRTgHW8"  
[X Link](https://x.com/BeatShort/status/1942922269967491414)  2025-07-09T12:22Z [---] followers, [----] engagements


"$LGND I would guess if people realize this is a huge pos for rev flow stock goes even higer by far $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 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"  
[X Link](https://x.com/BeatShort/status/1942954711646380041)  2025-07-09T14:31Z [---] followers, [---] engagements


"$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/1943383087825445110)  2025-07-10T18:53Z [---] followers, [---] engagements


"$HPE Theres been few pt hikes but all the rest of analyst community still has to model in the $JNPR biz and its rapid growth. Funds have to adjust accordingly so would assume $HPE will be way higher in coming months. $HPE And there it is JPM goes to owerweight with $30 pt $HPE And there it is JPM goes to owerweight with $30 pt"  
[X Link](https://x.com/BeatShort/status/1945774860501749956)  2025-07-17T09:17Z [---] followers, [---] engagements


"$HPE Today DB out hiking $HPE pt to $26 from $21 on corporate makover and they model in cost synergies but not revenue synergies. Exactly what management said that $JNPR tracking way better than guided.that will be additional boost. $HPE Theres been few pt hikes but all the rest of analyst community still has to model in the $JNPR biz and its rapid growth. Funds have to adjust accordingly so would assume $HPE will be way higher in coming months. $HPE Theres been few pt hikes but all the rest of analyst community still has to model in the $JNPR biz and its rapid growth. Funds have to adjust"  
[X Link](https://x.com/BeatShort/status/1947933457910292507)  2025-07-23T08:15Z [---] followers, [---] engagements


"$Cantor Also out saying very solid dataset $VKTX Truist out defending the name and saying sell off overdone buyers on weakness $VKTX Truist out defending the name and saying sell off overdone buyers on weakness"  
[X Link](https://x.com/BeatShort/status/1957806486937051280)  2025-08-19T14:06Z [---] followers, [---] engagements


"$VIR Hearing BofA upgrades $VIR to buy and hikes pt to $14 stock at $4.9 currently.would think this goes higher"  
[X Link](https://x.com/BeatShort/status/1960645601076408807)  2025-08-27T10:08Z [---] followers, [----] engagements


"$UTHR Hearing Jefferies out hiking pt to $564 from $432 $UTHR Wells addmited their assumption was wrong and they downgraded back in april now seems boised to upgrade. $UTHR Wells addmited their assumption was wrong and they downgraded back in april now seems boised to upgrade"  
[X Link](https://x.com/BeatShort/status/1962888261086384414)  2025-09-02T14:40Z [---] followers, [---] engagements


"$UTHR What a disaster straight sell since data hit just cant get any footing down $100 from tuesday premarket highs. Even today UBS hiked pt to $560 from $415.Says "significant stock upside potential from here". i would of thought stock closer to $500 than $380 $UTHR Hearing Jefferies out hiking pt to $564 from $432 $UTHR Hearing Jefferies out hiking pt to $564 from $432"  
[X Link](https://x.com/BeatShort/status/1963681398134350000)  2025-09-04T19:11Z [---] followers, [---] engagements


"$LULU Anyone who remembers he did real good job on $DECK $VSCO and now $LULU $LULU This story is broken cudos to Jefferies Randal Konik who called it . reminds ma $VSCO $LULU This story is broken cudos to Jefferies Randal Konik who called it . reminds ma $VSCO"  
[X Link](https://x.com/BeatShort/status/1963700154025865567)  2025-09-04T20:26Z [---] followers, [---] engagements


"$UTHR Now Oppenheimer out hiking pt to $575 $UTHR What a disaster straight sell since data hit just cant get any footing down $100 from tuesday premarket highs. Even today UBS hiked pt to $560 from $415.Says "significant stock upside potential from here". i would of thought stock closer to $500 than $380 $UTHR What a disaster straight sell since data hit just cant get any footing down $100 from tuesday premarket highs. Even today UBS hiked pt to $560 from $415.Says "significant stock upside potential from here". i would of thought stock closer to $500 than $380"  
[X Link](https://x.com/BeatShort/status/1963905415478960603)  2025-09-05T10:01Z [---] followers, [---] engagements


"$UTHR HCW raises pt to $500 from $400 $UTHR Now Oppenheimer out hiking pt to $575 $UTHR Now Oppenheimer out hiking pt to $575"  
[X Link](https://x.com/BeatShort/status/1963915129575133622)  2025-09-05T10:40Z [---] followers, [---] engagements


"$NRXP HCW starts with buy and $40 pt.sub $3 stock"  
[X Link](https://x.com/BeatShort/status/1965006784541966722)  2025-09-08T10:58Z [---] followers, [---] engagements


"$UTHR Cantor now out saying they like the setup even more than the right call on TETON-2. highligthing this should be $500 stock and hikes pt to $525 $UTHR HCW raises pt to $500 from $400 $UTHR HCW raises pt to $500 from $400"  
[X Link](https://x.com/BeatShort/status/1965724300645949911)  2025-09-10T10:29Z [---] followers, [---] engagements


"$SLNO Wells thinks stock should be up atleast 20% on $ACAD failure"  
[X Link](https://x.com/BeatShort/status/1970813509647909069)  2025-09-24T11:32Z [---] followers, [----] engagements


"$UTHR Weird to see this stock under pressure today with low volume since [--] will be additional details out on data and would think this supports long thesis . monday $500+ $UTHR United Therapeutics hosting webcast to review data from TETON-2 study of nebulized tyvaso on 28-Sep.would love to see stock close to $500 instead of current $409 $UTHR United Therapeutics hosting webcast to review data from TETON-2 study of nebulized tyvaso on 28-Sep.would love to see stock close to $500 instead of current $409"  
[X Link](https://x.com/BeatShort/status/1971240917651915145)  2025-09-25T15:50Z [---] followers, [----] engagements


"$UTHR RBC initiates outperform with $569 pt $UTHR Weird to see this stock under pressure today with low volume since [--] will be additional details out on data and would think this supports long thesis . monday $500+ $UTHR Weird to see this stock under pressure today with low volume since [--] will be additional details out on data and would think this supports long thesis . monday $500+"  
[X Link](https://x.com/BeatShort/status/1971491134640881984)  2025-09-26T08:24Z [---] followers, [----] engagements


"$UTHR Now HCW hiked pt from $400 to $500 $UTHR Additionally HCW out today https://t.co/QxEjDZFY51 $UTHR Additionally HCW out today https://t.co/QxEjDZFY51"  
[X Link](https://x.com/BeatShort/status/1972658765620040166)  2025-09-29T13:44Z [---] followers, [---] engagements


"$CHYM Arete starts recent IPO that has seen rentless selling every day past week with buy pt $34.should bode well for a nice upside stock sub $21 currently"  
[X Link](https://x.com/BeatShort/status/1972960491044843742)  2025-09-30T09:43Z [---] followers, [---] engagements


"$CHYM Now Blair out encouraging investors to add on recent weakness $CHYM Arete starts recent IPO that has seen rentless selling every day past week with buy pt $34.should bode well for a nice upside stock sub $21 currently $CHYM Arete starts recent IPO that has seen rentless selling every day past week with buy pt $34.should bode well for a nice upside stock sub $21 currently"  
[X Link](https://x.com/BeatShort/status/1972965581247983903)  2025-09-30T10:03Z [---] followers, [---] engagements


"$UTHR Nicley summarized - Either they loose it (no change) or they get a royalty (nice to have) @DanielCDrolet Short answer: no idea but there is a net of safety Long answer: Regarding PAH / PH-ILD: $UTHR will report their numbers later this month I think then we can tell more but we have Teton Regarding 327: Either they loose it (no change) or they get a royalty (nice to have) @DanielCDrolet Short answer: no idea but there is a net of safety Long answer: Regarding PAH / PH-ILD: $UTHR will report their numbers later this month I think then we can tell more but we have Teton Regarding 327:"  
[X Link](https://x.com/BeatShort/status/1973668611886817559)  2025-10-02T08:37Z [---] followers, [---] engagements


"$BHVN JPM today out with nice roadmap on Vyglxia -"  
[X Link](https://x.com/BeatShort/status/1973679548060606899)  2025-10-02T09:20Z [---] followers, [----] engagements


"$MBLY Hearing Tire1 upgrades to buy and hikes pt to $19 from $16"  
[X Link](https://x.com/BeatShort/status/1975133144803401972)  2025-10-06T09:36Z [---] followers, [---] engagements


"$PZZA Apollo bids $64 a share SI reports"  
[X Link](https://x.com/BeatShort/status/1977803316907417666)  2025-10-13T18:27Z [---] followers, [----] engagements


"$PZZA Seems market dont think SI is a reliable source. $PZZA Apollo bids $64 a share SI reports $PZZA Apollo bids $64 a share SI reports"  
[X Link](https://x.com/BeatShort/status/1977804465005793333)  2025-10-13T18:31Z [---] followers, [----] engagements


"$PZZA Apollo Global made another offer to buyPapa John's sources say $PZZA Seems market dont think SI is a reliable source. $PZZA Seems market dont think SI is a reliable source"  
[X Link](https://x.com/BeatShort/status/1978198792915628107)  2025-10-14T20:38Z [---] followers, [---] engagements


"$TKO Hearing upgraded at Seaport research to buy"  
[X Link](https://x.com/BeatShort/status/1978570809338646985)  2025-10-15T21:16Z [---] followers, [---] engagements


"$TKO Seems good enough for few points $TKO Hearing upgraded at Seaport research to buy $TKO Hearing upgraded at Seaport research to buy"  
[X Link](https://x.com/BeatShort/status/1978571437532184711)  2025-10-15T21:19Z [---] followers, [---] engagements


"$SMR And add [--] downgrades https://x.com/ScalpIdeas/status/1980575579712938380 https://x.com/ScalpIdeas/status/1980575579712938380"  
[X Link](https://x.com/BeatShort/status/1980581364249608203)  2025-10-21T10:26Z [---] followers, [---] engagements


"$IRDM Iridium Awarded U.S. Department of Transportation Contract for Complementary Positioning Navigation and Timing Services Deployment and Testing"  
[X Link](https://x.com/BeatShort/status/1980590767568781718)  2025-10-21T11:03Z [---] followers, [---] engagements


"$PLUG PLUG Proves European Hydrogen Supply and Delivery Capabilities; Successfully Completes Deliveries to H2CAST Project Signs New Contract for Additional [--] Tons"  
[X Link](https://x.com/BeatShort/status/1980590857377272001)  2025-10-21T11:03Z [---] followers, [---] engagements


"$DE Strong initiation report out from RBC today. Starts with op and $542 pt. On top of that Trump promises to release funds for farmers.direclty to $DE pocket"  
[X Link](https://x.com/BeatShort/status/1980914539513475140)  2025-10-22T08:30Z [---] followers, [---] engagements


"$OWLT Offering masks the significant earnings pre-announcement rev up $30-$32mln vs $26mln and gross profit $14.9-$16.3 mln vs $12.2mln"  
[X Link](https://x.com/BeatShort/status/1981007739716575529)  2025-10-22T14:40Z [---] followers, [---] engagements


"$PLUG Plug Power expands hydrogen-powered GenDrive and GenFuel solutions with Floor & Decor"  
[X Link](https://x.com/BeatShort/status/1981316322068689134)  2025-10-23T11:06Z [---] followers, [---] engagements


"$FATE Wedbush analyst Martin Fan takes a leap of FATE and upgrades stock to outperform also hikes pt to $7 from $5"  
[X Link](https://x.com/BeatShort/status/1982762920045130074)  2025-10-27T10:54Z [---] followers, [----] engagements


"$DE Today Barclays out saying $DE multiple catalysts ahead and EPS on track to $45+ says stock on path for $600+ $DE Strong initiation report out from RBC today. Starts with op and $542 pt. On top of that Trump promises to release funds for farmers.direclty to $DE pocket $DE Strong initiation report out from RBC today. Starts with op and $542 pt. On top of that Trump promises to release funds for farmers.direclty to $DE pocket"  
[X Link](https://x.com/BeatShort/status/1982791358730424449)  2025-10-27T12:47Z [---] followers, [---] engagements


"$FATE No trust in Martin Fan work it seems stock deep red on upgrade $FATE Wedbush analyst Martin Fan takes a leap of FATE and upgrades stock to outperform also hikes pt to $7 from $5 $FATE Wedbush analyst Martin Fan takes a leap of FATE and upgrades stock to outperform also hikes pt to $7 from $5"  
[X Link](https://x.com/BeatShort/status/1982820826299695202)  2025-10-27T14:44Z [---] followers, [---] engagements


"$BHVN Seems overdone as was low probability approval anyway seems people forget Opakalim up next at early jan26 with $1.4 bln peak sales"  
[X Link](https://x.com/BeatShort/status/1986059018863825023)  2025-11-05T13:12Z [---] followers, [----] engagements


"$RUM Wedbush keeping neutral rating but hikes pt to $10 from $9"  
[X Link](https://x.com/BeatShort/status/1987967517487190305)  2025-11-10T19:36Z [---] followers, [---] engagements


"$OWLT Seems stellar results https://www.businesswire.com/news/home/20251113609258/en/Owlet-Reports-Third-Quarter-2025-Financial-Results https://www.businesswire.com/news/home/20251113609258/en/Owlet-Reports-Third-Quarter-2025-Financial-Results"  
[X Link](https://x.com/BeatShort/status/1989080469087134055)  2025-11-13T21:18Z [---] followers, [---] engagements


"$BHVN Seems CEO and [--] directors bought amost 4.5mln shares from that 23mln offering seems nice boost of confidence $BHVN Seems overdone as was low probability approval anyway seems people forget Opakalim up next at early jan26 with $1.4 bln peak sales $BHVN Seems overdone as was low probability approval anyway seems people forget Opakalim up next at early jan26 with $1.4 bln peak sales"  
[X Link](https://x.com/BeatShort/status/1990402041894551730)  2025-11-17T12:50Z [---] followers, [----] engagements


"$S92 Hearing SMA Solar upgraded to buy at Jefferies on returning to profitability"  
[X Link](https://x.com/BeatShort/status/1990837100833337454)  2025-11-18T17:38Z [---] followers, [---] engagements


"@trader_53 $NVDA So guide will be flat with buyside 64bln Seems this is the magic spot"  
[X Link](https://x.com/BeatShort/status/1991220754269048896)  2025-11-19T19:03Z [---] followers, [---] engagements


"$BLSH Hearing upgraded at DB on better risk reward"  
[X Link](https://x.com/BeatShort/status/1991234306274926839)  2025-11-19T19:57Z [---] followers, [---] engagements


"$ESTC Billing miss $400mln vs $426mln is the issue at $ESTC conf just started interesting to see whats the reason"  
[X Link](https://x.com/BeatShort/status/1991628702451658835)  2025-11-20T22:04Z [---] followers, [----] engagements


"$ESTC Billings miss blamed by seasonality and gov shutdown they sayed some customer renewals with gov moved from Q2 to Q3 stock did leg down on it so nobody believes.somewhat weird $ESTC Billing miss $400mln vs $426mln is the issue at $ESTC conf just started interesting to see whats the reason $ESTC Billing miss $400mln vs $426mln is the issue at $ESTC conf just started interesting to see whats the reason"  
[X Link](https://x.com/BeatShort/status/1991636342590078985)  2025-11-20T22:34Z [---] followers, [----] engagements


"$ESTC Last question from Q&A they explained that gov still uses their products they didnt shut them down so renewals should come in shortly. $ESTC Billings miss blamed by seasonality and gov shutdown they sayed some customer renewals with gov moved from Q2 to Q3 stock did leg down on it so nobody believes.somewhat weird $ESTC Billings miss blamed by seasonality and gov shutdown they sayed some customer renewals with gov moved from Q2 to Q3 stock did leg down on it so nobody believes.somewhat weird"  
[X Link](https://x.com/BeatShort/status/1991644613749403934)  2025-11-20T23:07Z [---] followers, [---] engagements


"$ESTC I think this Q we cant relay on billings as most important read and rev beat "size" is also not comparable since they raised it back october. Stronger bookings and accelerating growth should support buyers here stock at $71 currently down 13% ish $ESTC Last question from Q&A they explained that gov still uses their products they didnt shut them down so renewals should come in shortly. $ESTC Last question from Q&A they explained that gov still uses their products they didnt shut them down so renewals should come in shortly"  
[X Link](https://x.com/BeatShort/status/1991791607260328235)  2025-11-21T08:51Z [---] followers, [---] engagements


"$NVRI Pinc of salt from BMO on 10th of nov"  
[X Link](https://x.com/BeatShort/status/1991805576851104043)  2025-11-21T09:47Z [---] followers, [---] engagements


"$AMGN Hearing Evercore out saying major obesity catalyst imminent"  
[X Link](https://x.com/BeatShort/status/1994418305898070237)  2025-11-28T14:49Z [---] followers, [---] engagements


"$AMGN Now BMO out saying data imminent $AMGN Hearing Evercore out saying major obesity catalyst imminent. $AMGN Hearing Evercore out saying major obesity catalyst imminent"  
[X Link](https://x.com/BeatShort/status/1996217704647106818)  2025-12-03T13:59Z [---] followers, [---] engagements


"$AAPL *APPLE TOP DESIGN EXECUTIVE ALAN DYE IS LEAVING FOR META.sound great loss for $AAPL $AAPL Hearing GS out with november Sensor Tower App Store spending +6% YoY but down from 9% in october and from 12% in july.Whats significant is that gaming down 2% from +3% in october and regional mix [--] of top [--] geographies decelerated sequentially.doesent sound good for sure $AAPL Hearing GS out with november Sensor Tower App Store spending +6% YoY but down from 9% in october and from 12% in july.Whats significant is that gaming down 2% from +3% in october and regional mix [--] of top [--] geographies"  
[X Link](https://x.com/BeatShort/status/1996303152476266908)  2025-12-03T19:38Z [---] followers, [---] engagements


"$META Upgraded at Arete research pt $718 http://theflyonthewall.com http://theflyonthewall.com"  
[X Link](https://x.com/BeatShort/status/1996544070404259916)  2025-12-04T11:36Z [---] followers, [---] engagements


"$CCRN Hearing JMP upgrades to OP after merger termination with Aya Healthcare"  
[X Link](https://x.com/BeatShort/status/1996649051929124891)  2025-12-04T18:33Z [---] followers, [---] engagements


"$NVDA People cheering on Trump news but what they miss is tax from export going from 15% to 25% and China most defenetly downplays this approval for chip sales since they have banned buying AI chips from US anyway"  
[X Link](https://x.com/BeatShort/status/1998324002951999713)  2025-12-09T09:29Z [---] followers, [---] engagements


"@OphirGottlieb @AsteraLabs $MRVL So $MRVL optical biz should be rerated more likes of other optical names like $CIEN"  
[X Link](https://x.com/BeatShort/status/1998415550176018457)  2025-12-09T15:32Z [---] followers, [---] engagements


"$MRVL Evercore now defending $MRVL and saying particular buying opportunity. Highlights [--] points: [--]. Trainium and Maia will be shipped [--]. Rev forecast conservative [--]. Interconnect porfolio remains under appreciated (this should be rerated coming Q-s) [--]. Shift to Monolithic design"  
[X Link](https://x.com/BeatShort/status/1998493523558179264)  2025-12-09T20:42Z [---] followers, [---] engagements


"$RZLT Jefferies scenarios just a reminder"  
[X Link](https://x.com/BeatShort/status/1999113478674510322)  2025-12-11T13:46Z [---] followers, [----] engagements


"$SNDK Goldman out saying based on their partner checks they believe $SNDK won second hyperscaler contract at $GOOGL for SSD and will ramp into volume 1H26"  
[X Link](https://x.com/BeatShort/status/2000571005715296710)  2025-12-15T14:17Z [---] followers, [---] engagements


"$NKE Tariff headwind 300mln and tax rate 27% vs 17% last year $NKE Seems moving slower than expected but firmly in right directions and coming Q-s will be the inflection back to growth globally $NKE Seems moving slower than expected but firmly in right directions and coming Q-s will be the inflection back to growth globally"  
[X Link](https://x.com/BeatShort/status/2001780289123610968)  2025-12-18T22:23Z [---] followers, [---] engagements


"$STAA Messy divorce it is sub $18 today"  
[X Link](https://x.com/BeatShort/status/2008545802038505734)  2026-01-06T14:26Z [---] followers, [---] engagements


"$STAA Seems people doesent realize there will be no higher bid. Standalone company it is so multiples will come down. Multiple in the proposed acquisition was more than reasonable on assets to grow high single digits $STAA Messy divorce it is sub $18 today $STAA Messy divorce it is sub $18 today"  
[X Link](https://x.com/BeatShort/status/2008555560342614307)  2026-01-06T15:05Z [---] followers, [---] engagements


"$GM GM sees additional $6B in charges related to review of EV capacity investments.ouch again"  
[X Link](https://x.com/BeatShort/status/2009371926863487192)  2026-01-08T21:09Z [---] followers, [---] engagements


"$TGT Hearing upgraded to buy at boutique firm pt is $140"  
[X Link](https://x.com/BeatShort/status/2011029039503589855)  2026-01-13T10:54Z [---] followers, [---] engagements


"$ISRG Analyst across board defending the name and will use weakness as a buying opportunity"  
[X Link](https://x.com/BeatShort/status/2011456017436147970)  2026-01-14T15:11Z [---] followers, [---] engagements


"$NFLX Does Streetinsider have a side hustle Yestready $MU downgrade reported that didnt exist today feels $NFLX Fubon downgrade the same story"  
[X Link](https://x.com/BeatShort/status/2013965126164971866)  2026-01-21T13:21Z [---] followers, [---] engagements


"@markflowchatter $APP Was this post informational purposes only or you just really posted it for the actual importance😂"  
[X Link](https://x.com/BeatShort/status/2014389942940569921)  2026-01-22T17:29Z [---] followers, [---] engagements


"$N Reports Q1 adjusted EPS $0.06 vs con $0.02 and rev $123mln vs cons $120.92mln"  
[X Link](https://x.com/BeatShort/status/460875601210273792)  2014-04-28T20:18Z [---] followers, [--] engagements


"$TSLA SoftBank Vision Fund to Invest $2.25B in GM Cruise Holdings - another neg for $TSLA"  
[X Link](https://x.com/BeatShort/status/1002151081571336193)  2018-05-31T11:33Z [---] followers, [--] engagements


"$VRTX to take on $CRSP is a anticipation from them all the rest is just mere thoughts for a potential outcomes so no need to draw a direct line @BeatShort $GILD already partnered with $SGMO in cell therapy for allogeneic car-t wa srumored back then GILD wanted to buy SGMO for 3B $GILD entering gene therapy would make much sense then buying best in class GT platform $SGMO no between line WB states $GILD for $SGMO in black and white @BeatShort $GILD already partnered with $SGMO in cell therapy for allogeneic car-t wa srumored back then GILD wanted to buy SGMO for 3B $GILD entering gene therapy"  
[X Link](https://x.com/BeatShort/status/1211997253461626880)  2019-12-31T13:07Z [---] followers, [--] engagements


"$GILD Hearing Evercore out with positve comments on remdesevir china trials for COVID-19"  
[X Link](https://x.com/BeatShort/status/1234946134721744896)  2020-03-03T20:57Z [---] followers, [--] engagements


"$CPRI Market Cap now $1.2bln vs $TPR $3.6bln pre COVID FY rev guide for $CPRI was $5.65 bln and for $TPR $5.85 bln One of the cheapest in the group atm amazing"  
[X Link](https://x.com/BeatShort/status/1240033498536214529)  2020-03-17T21:53Z [---] followers, [--] engagements


"$BA FAA confirms approval for Boeing's [---] MAX to resume flights -- wires"  
[X Link](https://x.com/BeatShort/status/1329027910368432129)  2020-11-18T11:45Z [---] followers, [--] engagements


"$PTON dg was friday just fyi"  
[X Link](https://x.com/BeatShort/status/1359100924279545866)  2021-02-09T11:24Z [---] followers, [--] engagements


"$GOOGL Weird note out from Citi all about estimates too high and kicks off from top pick list but keeps buy and raises pt to $2415"  
[X Link](https://x.com/BeatShort/status/1360157370223972352)  2021-02-12T09:22Z [---] followers, [--] engagements


"$BIIB Not much new from conf but Jefferies highlights seems rather encouraging for approval $BIIB Seems people are fading $BIIB with market but forgetting we have adu conf today 2:0 pm til 3:15 pm https://t.co/Z0DmlGrDoI $BIIB Seems people are fading $BIIB with market but forgetting we have adu conf today 2:0 pm til 3:15 pm https://t.co/Z0DmlGrDoI"  
[X Link](https://x.com/BeatShort/status/1364336281715494913)  2021-02-23T22:08Z [---] followers, [--] engagements


"$FIVN Needham says win-win situation for shareholders since $ZM offer a low ball. Ups to buy with $200 pt. $ZM needs to add cash or raise offer"  
[X Link](https://x.com/BeatShort/status/1435210223459971079)  2021-09-07T11:55Z [---] followers, [--] engagements


"$FARM Seems beat but not familiar with the name"  
[X Link](https://x.com/BeatShort/status/1436059948744679425)  2021-09-09T20:12Z [---] followers, [--] engagements


"$AZPN Aspen Technology upgraded to Buy from Neutral at BofA 13:32 Read more at: https://thefly.com/n.phpid=3385719 https://thefly.com/n.phpid=3385719"  
[X Link](https://x.com/BeatShort/status/1447983741402587141)  2021-10-12T17:53Z [---] followers, [--] engagements


"$INTC So far [--] downgrades and counting"  
[X Link](https://x.com/BeatShort/status/1451465173236080640)  2021-10-22T08:27Z [---] followers, [--] engagements


"$AI FY [----] revenue is [---] mln that sounds great although i don't see the timeline $AI Department of Defense Awards C3 AI $500 Million Agreement https://t.co/f9Ja1WjdEh $AI Department of Defense Awards C3 AI $500 Million Agreement https://t.co/f9Ja1WjdEh"  
[X Link](https://x.com/BeatShort/status/1469070647800307717)  2021-12-09T22:25Z [---] followers, [--] engagements


"$BNTGY Nice upgrade out from DB this morning pt goes to 99"  
[X Link](https://x.com/BeatShort/status/1470307833807785992)  2021-12-13T08:21Z [---] followers, [--] engagements


"$MU was downgraded friday fyi $MU Downgraded at Bofa $MU Downgraded at Bofa"  
[X Link](https://x.com/BeatShort/status/1544315441023275009)  2022-07-05T13:41Z [---] followers, [--] engagements


"$META Citi out with ad spend survey analyst emerging incrementally positive on $META $AMZN $PINS $GOOGL $TTD and $CRTO"  
[X Link](https://x.com/BeatShort/status/1618197141733920768)  2023-01-25T10:40Z [---] followers, [---] engagements


"$LUMN Picture goes even nastier City cuts to sell with $3.5 pt $LUMN Nasty picture as analyst cutting pts across board mostly to $4 $LUMN Nasty picture as analyst cutting pts across board mostly to $4"  
[X Link](https://x.com/BeatShort/status/1623299028338311169)  2023-02-08T12:33Z [---] followers, [---] engagements


"$ENPH $SEDG Roth suggests $ENPH is taking market share from $SEDG.interesting"  
[X Link](https://x.com/BeatShort/status/1625098338709213184)  2023-02-13T11:43Z [---] followers, [---] engagements


"$ATVI Decent upgrade from DB it seems pt from $83 to $90"  
[X Link](https://x.com/BeatShort/status/1626179011440173058)  2023-02-16T11:17Z [---] followers, [--] engagements


"$MMM US DoD records indicate 85% of claimants with no hearing issue that seems huge relief"  
[X Link](https://x.com/BeatShort/status/1630936935052066819)  2023-03-01T14:24Z [---] followers, [---] engagements


"$MMM Earplugs case biggest overhang on stock if this gets traction it will be $115+ by EoD $MMM US DoD records indicate 85% of claimants with no hearing issue that seems huge relief $MMM US DoD records indicate 85% of claimants with no hearing issue that seems huge relief"  
[X Link](https://x.com/BeatShort/status/1630941513877188608)  2023-03-01T14:42Z [---] followers, [---] engagements


"$CERE Seems $KRTX data bodes well for $CERE would think this gets few bids"  
[X Link](https://x.com/BeatShort/status/1637803322911367168)  2023-03-20T13:08Z [---] followers, [---] engagements


"$ALT So far every analyst defending the name and no downgrades although stock is down 53% currently. And even no pt cuts -Piper $25 HCW $50 JMP $26 GS $20 as it was"  
[X Link](https://x.com/BeatShort/status/1638228519267213325)  2023-03-21T17:18Z [---] followers, [---] engagements


"$ALT Evercore " In the context of NASH it has delivered the greatest liver fat reduction we have seen thus far and current NASH drugs facilitate minimal weight loss" $ALT So far every analyst defending the name and no downgrades although stock is down 53% currently. And even no pt cuts -Piper $25 HCW $50 JMP $26 GS $20 as it was $ALT So far every analyst defending the name and no downgrades although stock is down 53% currently. And even no pt cuts -Piper $25 HCW $50 JMP $26 GS $20 as it was"  
[X Link](https://x.com/BeatShort/status/1638244242731462669)  2023-03-21T18:20Z [---] followers, [---] engagements


"$W Weird to see people sell $W on $RH EPS feels kinda way off comparison. Truist today - US segment revenue tracking slightly ahead of consensus"  
[X Link](https://x.com/BeatShort/status/1641427111717085185)  2023-03-30T13:08Z [---] followers, [---] engagements


"$LVS Roth starts with buy pt $74 on Macau. "we believe Macau is in the early innings of a multi-year growth cycle""  
[X Link](https://x.com/BeatShort/status/1645890464376127488)  2023-04-11T20:44Z [---] followers, [---] engagements


"$MGM JPM reits OW on value macau and regional estimates. Hikes Macau estimates for 2023-2024. So [--] shops today calling Macau cycle just beginning. interesting $LVS Roth starts with buy pt $74 on Macau. "we believe Macau is in the early innings of a multi-year growth cycle" $LVS Roth starts with buy pt $74 on Macau. "we believe Macau is in the early innings of a multi-year growth cycle""  
[X Link](https://x.com/BeatShort/status/1645891232151789569)  2023-04-11T20:47Z [---] followers, [---] engagements


"$FFIV Seems people looking at headline numbers but billings huge beat $739.4M vs $715.5M"  
[X Link](https://x.com/BeatShort/status/1648790199466426372)  2023-04-19T20:46Z [---] followers, [---] engagements


"$FFIV And Most steer expected soft guide @BeatShort they guided down @BeatShort they guided down"  
[X Link](https://x.com/BeatShort/status/1648791881327816707)  2023-04-19T20:53Z [---] followers, [---] engagements


"I am just pointing out that $FFIV guide was widely expected to be down but the bright spot was billings so i would not be supriced to see it trade up all day long tomorrow @BeatShort im not involved you seemed puzzled why stock is down and thats why @BeatShort im not involved you seemed puzzled why stock is down and thats why"  
[X Link](https://x.com/BeatShort/status/1648794075015835648)  2023-04-19T21:01Z [---] followers, [---] engagements


"$W Wayfair announces proposed offering of $600M convertible senior notes due 2028"  
[X Link](https://x.com/BeatShort/status/1655672360802869248)  2023-05-08T20:33Z [---] followers, [---] engagements


"$NVDA Analyst pts are moving to $450-$475 range on average"  
[X Link](https://x.com/BeatShort/status/1661664823267020800)  2023-05-25T09:25Z [---] followers, [---] engagements


"$DKS Hearing Oppenheimer highlighting recent trends at $DKS as favorable"  
[X Link](https://x.com/BeatShort/status/1662100773403086848)  2023-05-26T14:17Z [---] followers, [--] engagements


"$TGT Wondering if JPM hit short term lows on their downgrade today"  
[X Link](https://x.com/BeatShort/status/1664199987205492738)  2023-06-01T09:19Z [---] followers, [--] engagements


"$PSTG Hearing Wedbush hikes pt to $39 from $34"  
[X Link](https://x.com/BeatShort/status/1664215362123059205)  2023-06-01T10:20Z [---] followers, [--] engagements


"$CRWD Analysts seems to be happy with $CRWD performance Wells hikes pt to $175 Stephens hikes to $200"  
[X Link](https://x.com/BeatShort/status/1664217914994573314)  2023-06-01T10:30Z [---] followers, [----] engagements


"$NFLX Hearing JPM Anmuth hikes pt to $470 from $380. Remember 16-12-2022 he upgraded META when all the other analyst went sidelines sub $120. Stock been on fire since.$271 now"  
[X Link](https://x.com/BeatShort/status/1666363475768008704)  2023-06-07T08:36Z [---] followers, [--] engagements


"$AZO Nice insider buy https://www.sec.gov/Archives/edgar/data/866787/000122520823006812/xslF345X03/doc4.xml https://www.sec.gov/Archives/edgar/data/866787/000122520823006812/xslF345X03/doc4.xml"  
[X Link](https://x.com/BeatShort/status/1669076432083886080)  2023-06-14T20:16Z [---] followers, [--] engagements


"$SOFI Dont forget ML downgrade this morning"  
[X Link](https://x.com/BeatShort/status/1669643587074621440)  2023-06-16T09:50Z [---] followers, [--] engagements


"$NKE Maybe it's more on boutique shop downgrade"  
[X Link](https://x.com/BeatShort/status/1671099525904101376)  2023-06-20T10:20Z [---] followers, [---] engagements


"$SHOP Hearing DB out saying expence analysis indicate meaningful upside to profitability"  
[X Link](https://x.com/BeatShort/status/1671457417127682049)  2023-06-21T10:12Z [---] followers, [---] engagements


"$ENPH $SEDG Presented at JPM Conf and confirmed EU and Global C&I remains strong US residential sluggish. So this has been in cards for few Q-s now. Should be pos for $ENPH"  
[X Link](https://x.com/BeatShort/status/1671554700531965953)  2023-06-21T16:29Z [---] followers, [---] engagements


"$TSLA "$TSLA downgraded by MS Jonas. Kind of expected he could not increase his PT with all those positive comments last [--] months. Makes sense." And he can increase pt from $200 to $250 on a downgrade"  
[X Link](https://x.com/BeatShort/status/1671825346679779330)  2023-06-22T10:20Z [---] followers, [---] engagements


"$BIIB Well expected full approval for Leqembi now qualifies for broader coverage under Medicare program and opens LT multi bln potential. Altough well expected approval analyst can now adjust models and probably makes $BIIB a lot more attractive longer term hold"  
[X Link](https://x.com/BeatShort/status/1677059735713898497)  2023-07-06T20:59Z [---] followers, [---] engagements


"$NOW Stifel Checks suggest strong finish for 2Q solid pipeline heading into 2H suggest a FY raise hikes pt to $600"  
[X Link](https://x.com/BeatShort/status/1678398451044720640)  2023-07-10T15:28Z [---] followers, [---] engagements


"$REGN Hearing Canaccord upgrades to buy and hikes pt to $992 from $720"  
[X Link](https://x.com/BeatShort/status/1693615354361122963)  2023-08-21T13:25Z [---] followers, [---] engagements


"$EOSE Hearing Evercore hikes pt from $4 to $17 on improving visibility"  
[X Link](https://x.com/BeatShort/status/1699886548333023634)  2023-09-07T20:45Z [---] followers, 10.4K engagements


"$CHWY Oppenheimer downgrades to perform on forward commentray seems a bit weird they didnt dg 30-40% higher after EPS. Seems late"  
[X Link](https://x.com/BeatShort/status/1704408029196689544)  2023-09-20T08:11Z [---] followers, [---] engagements


"$NKE Seems usual analyst quick fix before EPS"  
[X Link](https://x.com/BeatShort/status/1704446207743995996)  2023-09-20T10:43Z [---] followers, [---] engagements


"$AVGO $MRVL Same article saying $AVGO is replaced with $MRVL chip $AVGO The only question is when Google will debunk theinformation story. In two or three hours $AVGO The only question is when Google will debunk theinformation story. In two or three hours"  
[X Link](https://x.com/BeatShort/status/1704786377483632755)  2023-09-21T09:15Z [---] followers, [---] engagements


"$SPLK Probably CEO who sold stock this week"  
[X Link](https://x.com/BeatShort/status/1704899752972697758)  2023-09-21T16:45Z [---] followers, [---] engagements


"$UAL Maybe long airlines since less fuel consumption"  
[X Link](https://x.com/BeatShort/status/1710195851627241937)  2023-10-06T07:30Z [---] followers, [---] engagements


"$OSTK Hearing D.A. Davidson reits buy with $85 pt stock trading $15.82 currently"  
[X Link](https://x.com/BeatShort/status/1712461965267001748)  2023-10-12T13:35Z [---] followers, [---] engagements


"$ILMN Hearing Evercore EC ruling comments reads positive weird to see stock under pressure with market. More of a clearing event"  
[X Link](https://x.com/BeatShort/status/1712464823827759150)  2023-10-12T13:46Z [---] followers, [---] engagements


"$ILMN RBC out now saying positive clarity out of EC on Grail $ILMN Hearing Evercore EC ruling comments reads positive weird to see stock under pressure with market. More of a clearing event $ILMN Hearing Evercore EC ruling comments reads positive weird to see stock under pressure with market. More of a clearing event"  
[X Link](https://x.com/BeatShort/status/1712471734283284684)  2023-10-12T14:14Z [---] followers, [---] engagements


"$DG Hearing boutique firm out saying $RAD bankruptcy gives additional opportunity for dollar stores"  
[X Link](https://x.com/BeatShort/status/1714334446709522842)  2023-10-17T17:35Z [---] followers, [---] engagements


"$DG Same boutique now argues $DG traffic inflected to positive 1.8% vs -3.9% in september"  
[X Link](https://x.com/BeatShort/status/1714676909450097062)  2023-10-18T16:16Z [---] followers, [---] engagements


"$SRPT Personally dont like the company but hearing RBC out saying fundamental buying opportunity with stock at potential floor"  
[X Link](https://x.com/BeatShort/status/1719357022800404946)  2023-10-31T14:13Z [---] followers, [---] engagements


"$PAYC So far counting [--] downgrades.ouch"  
[X Link](https://x.com/BeatShort/status/1719631540244578559)  2023-11-01T08:24Z [---] followers, [---] engagements


"$PAYC +1 from Blair"  
[X Link](https://x.com/BeatShort/status/1719664093596963054)  2023-11-01T10:34Z [---] followers, [---] engagements


"$PINS Hearing boutique firm out saying October MAU momentum and revenue trends improve vs September"  
[X Link](https://x.com/BeatShort/status/1719664730602602572)  2023-11-01T10:36Z [---] followers, [---] engagements


"$AMD Just wondering if market looks past Q4 guide and focuses on MI300 revenue expected to be $2B FY24.think $1B was modeled in previously.stock $100+ today"  
[X Link](https://x.com/BeatShort/status/1719666991751905740)  2023-11-01T10:45Z [---] followers, [---] engagements


"$PAYC And +1 . [--] so far"  
[X Link](https://x.com/BeatShort/status/1719675954358821005)  2023-11-01T11:21Z [---] followers, [---] engagements


"$NXPI Hearing Wells Fargo makes comments on $NXPI quarterly results as "may be viewed quite positively".$190+ tomorrow"  
[X Link](https://x.com/BeatShort/status/1721650491136852331)  2023-11-06T22:07Z [---] followers, [---] engagements


"$PLUG And +1"  
[X Link](https://x.com/BeatShort/status/1722959756850040937)  2023-11-10T12:49Z [---] followers, [---] engagements

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