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# ![@BottomUpEquity Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1210261458736553984.png) @BottomUpEquity Bottom Up Equity

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

### Engagements: XXXXX [#](/creator/twitter::1210261458736553984/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1210261458736553984/c:line/m:interactions.svg)

- X Week XXXXXX -XX%
- X Month XXXXXXX -XXXX%
- X Months XXXXXXX +3,995,987%
- X Year XXXXXXX +38,153%

### Mentions: XX [#](/creator/twitter::1210261458736553984/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1210261458736553984/c:line/m:posts_active.svg)

- X Week XXX -XX%
- X Month XXX +107%
- X Months XXX +61,200%
- X Year XXX +10,133%

### Followers: XXXXX [#](/creator/twitter::1210261458736553984/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1210261458736553984/c:line/m:followers.svg)

- X Week XXXXX +12%
- X Month XXXXX +113%
- X Months XXXXX +304%
- X Year XXXXX +255%

### CreatorRank: XXXXXXX [#](/creator/twitter::1210261458736553984/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1210261458736553984/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  XXXXX% [finance](/list/finance)  XXXXX% [technology brands](/list/technology-brands)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX% [automotive brands](/list/automotive-brands)  XXXX% [currencies](/list/currencies)  XXXX% [fashion brands](/list/fashion-brands)  XXXX%

**Social topic influence**
[target](/topic/target) #1715, [strong](/topic/strong) 6.52%, [business](/topic/business) 3.26%, [$pypl](/topic/$pypl) #1163, [acquisition](/topic/acquisition) #859, [ai](/topic/ai) 2.72%, [market cap](/topic/market-cap) #278, [$ma](/topic/$ma) #166, [$four](/topic/$four) #29, [$gpn](/topic/$gpn) #5

**Top assets mentioned**
[PayPal Holdings Inc (PYPL)](/topic/$pypl) [Mastercard, Inc. (MA)](/topic/$ma) [4 (FOUR)](/topic/$four) [Global Payments Inc (GPN)](/topic/$gpn) [Campbell Soup Company (CPB)](/topic/$cpb) [Kymera Therapeutics, Inc. Common Stock (KYMR)](/topic/$kymr) [Fermi Inc. Common Stock (FRMI)](/topic/$frmi) [Rivian Automotive, Inc. (RIVN)](/topic/$rivn) [Ondas Holdings Inc. Common Stock (ONDS)](/topic/$onds) [GFL Environmental Inc. Subordinate Voting Shares (GFL)](/topic/$gfl) [Autodesk Inc (ADSK)](/topic/$adsk) [Realty Income Corp (O)](/topic/realty-income-corp) [Conagra Brands Inc (CAG)](/topic/$cag) [Hershey Co (HSY)](/topic/$hsy) [Minted (MTD)](/topic/$mtd) [Planet Fitness, Inc. (PLNT)](/topic/$plnt) [Lucid Group Inc (LCID)](/topic/$lcid) [Monolithic Power Systems, Inc. (MPWR)](/topic/$mpwr) [Arcellx, Inc. Common Stock (ACLX)](/topic/$aclx) [Goosehead Insurance, Inc. Class A Common Stock (GSHD)](/topic/$gshd) [Alliance Fan Token (ALL)](/topic/$all) [Rocket Companies, Inc. (RKT)](/topic/$rkt) [WEX (WEX)](/topic/$wex) [Block, Inc. (XYZ)](/topic/$xyz) [Fiserv Inc (FISV)](/topic/$fisv) [Freshpet, Inc. (FRPT)](/topic/$frpt) [General Mills, Inc. (GIS)](/topic/$gis) [Kraft Heinz Co (KHC)](/topic/$khc) [MONDELEZ INTERNATIONAL INC (MDLZ)](/topic/$mdlz) [McCormick & Company, Incorporated (MKC)](/topic/$mkc) [Treehouse Foods, Inc. (THS)](/topic/$ths) [Lamb Weston Holdings Inc (LW)](/topic/$lw) [J M Smucker Co (SJM)](/topic/$sjm) [Waves Enterprise (WEST)](/topic/$west) [Tesla, Inc. (TSLA)](/topic/$tsla) [Toast, Inc. (TOST)](/topic/$tost) [Ciena Corporation (CIEN)](/topic/$cien) [Jones Lang LaSalle, Inc. (JLL)](/topic/$jll) [Marvell Technology Inc (MRVL)](/topic/marvell-tech) [Synopsys, Inc. (SNPS)](/topic/$snps) [Axie Infinity (AXS)](/topic/$axs) [uniQure N.V. (QURE)](/topic/$qure) [Wynn Resorts, Limited (WYNN)](/topic/$wynn) [Life360, Inc. Common Stock (LIF)](/topic/$lif) [Vail Resorts, Inc. (MTN)](/topic/$mtn) [Casella Waste Systems Inc (CWST)](/topic/$cwst) [Waste Management, Inc. (WM)](/topic/$wm) [Republic Services, Inc. (RSG)](/topic/$rsg) [Waste Connections, Inc. (WCN)](/topic/$wcn) [Ecolab Inc. (ECL)](/topic/$ecl) [PoolTogether (POOL)](/topic/$pool) [Hayward Holdings, Inc. (HAYW)](/topic/$hayw) [FedEx Corporation (FDX)](/topic/$fdx) [Cogent Biosciences, Inc. Common Stock (COGT)](/topic/$cogt) [Viavi Solutions Inc. Common Stock (VIAV)](/topic/$viav) [Waters Corporation (WAT)](/topic/waters-corporation) [Wat (WAT)](/topic/$wat) [Paycom Software Inc (PAYC)](/topic/$payc) [Abbott Laboratories (ABT)](/topic/abbott-laboratories) [Arcblock (ABT)](/topic/$abt)
### Top Social Posts
Top posts by engagements in the last XX hours

"$SNPS Synopsys - F4Q Review; FY26 Will Be 'Transition Year' With Long-Term Outlook Reaffirmed and Valuation Attractive Summary: Synopsys delivered mixed F4Q results posting in line revenue ($2.25bn) but strong bottom line out-performance on margin tailwinds with adj-OM of XXXX% (vs. XXXX% consensus) and adj-EPS of $XXXX (vs. $2.78) driven by robust Ansys contribution (29.5% of total revenue) and cost discipline. While legacy Design IP remained soft (dragged by Intel and China) the Design Automation segment accelerated sharply due to the inorganic benefit. FY26 guidance embeds further top-line"  
[X Link](https://x.com/BottomUpEquity/status/1999072778880737326)  2025-12-11T11:04Z 1352 followers, XXX engagements


"$AXS Axis Capital Holdings Buys Back Remaining Stone Point Stake; Raising EPS and TP"  
[X Link](https://x.com/BottomUpEquity/status/1992903863184044335)  2025-11-24T10:31Z 1352 followers, XXX engagements


"$QURE uniQure - FDA Meeting Minutes Confirm Prior Reversal Around AMT-130; Next Steps TBD As QURE Will Re-Engage With FDA Summary: This morning QURE announced receipt of the final meeting minutes from their pre-BLA meeting and consistent with their November 3rd announcement FDA disclosed that ph1/2 data for AMT-130 are "currently unlikely to provide the primary evidence" to support a BLA submission. Unsurprisingly QURE shares are under pressure this morning following this update that confirms what QURE previously described as a clear shift from multiple prior interactions with the agency"  
[X Link](https://x.com/BottomUpEquity/status/1996593686876958776)  2025-12-04T14:53Z 1352 followers, 10.9K engagements


"$WYNN Wynn Resorts Dubai/RAK Investor Event Recap; If You Build It They Will Come; They Will Also Spend Like Crazy; We See Upside; PT To $160"  
[X Link](https://x.com/BottomUpEquity/status/1997978808704512446)  2025-12-08T10:37Z 1351 followers, XXX engagements


"$LIF Life360 - Thoughts on Nativo Acquisition & Advertising Strategy Following Business Update Call with CRO Summary: This evening (12/8) Life360 hosted a business update call with James Selby Chief Revenue Officer to discuss the company's advertising strategy and recently announced acquisition of Nativo an adtech company. We came away from the call with a greater understanding of the company's expanded advertising capabilities. Not only does the company benefit from owning a full-stack offering (fully realized economics privacy/brand safety control) but expanded off-site inventory"  
[X Link](https://x.com/BottomUpEquity/status/1998351395695563174)  2025-12-09T11:17Z 1352 followers, XXX engagements


"$MTN Vail Resorts - F1Q26 Review: Pass Sales Accel Encouraging Though Guide Intact; Focus Remains on Lift Tix Elasticity to Pricing Initiatives Summary: MTN reported a mixed though net-positive quarter. F1Q Resort Adj. EBITDA was inline as marketing investments offset accommodative AU weather. Pass sales positively surprised accelerating slightly late-selling season which management attributed to early return on marketing strategy changes. FY26 guidance was left intact as soft early-season conditions in the West offset slight pass upside. Ahead of earnings MTN announced a new 4-week advance"  
[X Link](https://x.com/BottomUpEquity/status/1999072368543584693)  2025-12-11T11:02Z 1352 followers, XXX engagements


"Quick Comments from $FRMI Management; LOI Intact Summary: In conversation with Fermi management the company indicated that it is still in negotiations with its first key tenant. The tenant attempted to change the terms of the LOI at the last minute and Fermi opted to call their bluff. This has delayed an agreement but management is back in talks with the initial potential client and appears confident it will reach a deal with this client or potentially another customer from their pipeline. The company noted it is now working to get its potential 2027 clients online in 2026. The LOI for the"  
[X Link](https://x.com/BottomUpEquity/status/1999513685128089865)  2025-12-12T16:16Z 1352 followers, 9413 engagements


"$RIVN: $XXXX Billion Market Cap; Buy - $XX Target Price"  
[X Link](https://x.com/BottomUpEquity/status/2000894031908270267)  2025-12-16T11:41Z 1352 followers, XXX engagements


"$EVGO: $XXX Billion Market Cap; Buy - $XXXX Target Price"  
[X Link](https://x.com/BottomUpEquity/status/2000894332425887914)  2025-12-16T11:42Z 1352 followers, XXX engagements


"$PYPL PayPal Joins the Fray in Seeking Bank License Bottom Line: We think PayPals decision makes a lot of sense given its general business model and ability to leverage the bank for funding needs and more direct processing capabilities. Clearly the current regulatory backdrop provides opportunity to take advantage and likely secure a license in our view. Other prominent fintechs have secured banking licenses in the U.S. including XYZ Adyen and SoFi. The ILC charter makes more sense relative to banking holding charter given more lack capital treatment for non-bank activities"  
[X Link](https://x.com/BottomUpEquity/status/2000923586626830691)  2025-12-16T13:38Z 1352 followers, 1154 engagements


"8/ $ONDS OAS Products and Expansions Drone-in-a-Box (DiaB): Autonomous docked setup that automates deployment and charging or swapping. Optimus: DiaB security and intelligence for persistent surveillance with minimal operator input. Iron Drone Raider: Autonomous "Hard Kill" interceptor designed to target and capture hostile drones. Sentrycs C-UAS: Fielded counter-drone system with 200+ deployments across XX countries. Rift Dynamics Wasp: Exclusive distribution NDAA-compliant production in Norway (120k units/year capacity). Ground Robotics Pivot: Expansion into UGVs (Roboteam/Apeiro) to"  
[X Link](https://x.com/BottomUpEquity/status/2000999112876142887)  2025-12-16T18:38Z 1352 followers, XXX engagements


"9/ $ONDS also has a separate business called Ondas Networks focused on private wireless networks especially rail. Stifel frames it as a bonus option that the market might undervalue versus the drones segment. Siemens is mentioned as a key partner and they cite a large North American rail market opportunity"  
[X Link](https://x.com/BottomUpEquity/status/2000999116445508038)  2025-12-16T18:39Z 1352 followers, XXX engagements


"Company Thoughts for 2026: $GFL (Buy C$63.82) - Best in class revenue and margin growth in 2026. $CWST (Buy $94.51) - Moving past GFL acquisition integration hiccup valuation should improve. $WCN (Buy $173.15) - 2026 FCF Conversion should improve meaningfully - we expect over 400bps. $WM (Buy $211.84) - Significant FCF coming in 2026 but WMHS needs stabilization. $RSG (Buy $215.16) - 2026 is likely to be a rebasing year for Revenue and EBITDA growth"  
[X Link](https://x.com/BottomUpEquity/status/1993242374433079600)  2025-11-25T08:56Z 1350 followers, XXX engagements


"$ADSK Autodesk - Thankful For Another Clean Beat And Raise Summary: Consistent with our preview Autodesk delivered another strong print with all key metrics above guidance/Stifel/street expectations punctuated by revenue growth of 18%-YY (above expectations of 15%-YY) billings growth of 21%-YY (above expectations of 20%-YY) and RPO and cRPO both growing XX% Y/Y. The strength was due to solid execution a consistent macro strength in AECO up-front revenue the Autodesk store and better-than-expected linearity against conservative guidance. Looking ahead Autodesk once again raised FY guidance by"  
[X Link](https://x.com/BottomUpEquity/status/1993651674578067564)  2025-11-26T12:02Z 1350 followers, XXX engagements


"1/ Here is the KBW 2026 Payments Outlook ( $V $MA $PYPL $FOUR). They view the sector as stuck between a rock and a hard place right now. A thread on the top picks and data.🧵"  
[X Link](https://x.com/BottomUpEquity/status/1997094628731113917)  2025-12-06T00:03Z 1350 followers, 1705 engagements


"3/ Campbell Soup $CPB HOLD $XX Target Price"  
[X Link](https://x.com/BottomUpEquity/status/1999159368747524287)  2025-12-11T16:48Z 1352 followers, XX engagements


"$O Realty Income Corporation - Adjusting Estimates For Increased Transaction Activity"  
[X Link](https://x.com/BottomUpEquity/status/2000889769492943316)  2025-12-16T11:24Z 1351 followers, XXX engagements


"14/ Ecolab ( $ECL Buy ): Target Price $300"  
[X Link](https://x.com/BottomUpEquity/status/2000911452505248088)  2025-12-16T12:50Z 1350 followers, XXX engagements


"$LESL $POOL $HAYW "Leslies announced it would close XX to XX underperforming stores across the country execute SKU optimization focused on long-tail inventory eliminating 2000 SKUS and outlined a sharper focus on value citing the pricing disconnect as driving customer losses. We believe this is Neutral to Positive for Pool Corporation" " $LESL F4Q25 days payable declined by one day suggesting less risk for suppliers including Hayward Holdings""  
[X Link](https://x.com/BottomUpEquity/status/1996022900634046934)  2025-12-03T01:05Z 1352 followers, XXX engagements


"$FRMI Fermi's Initial Client Terminates Agreement Summary: We expect Fermi shares to be very weak today following the termination of an LOI with its first key customer. Management had previously noted that the expected long-term contract that included X GW of capacity would commence in 2026 and deliver annual revenue and NOI of roughly $XXX billion and $XXX billion respectively. This is clearly a short-term negative although Fermi indicated it is in conversations with other potential customers for power delivery at the site in 2026. We remain confident in the robust demand growth for power"  
[X Link](https://x.com/BottomUpEquity/status/1999499535723204712)  2025-12-12T15:20Z 1352 followers, 7164 engagements


"13/ GFL Environmental ( $GFL Buy ): Target Price C$84"  
[X Link](https://x.com/BottomUpEquity/status/2000911449573437602)  2025-12-16T12:50Z 1352 followers, XXX engagements


"$FDX FedEx F2Q26 Preview: We Expect Stable Peak Trends and Realignment Execution; Valuation Focus on LTL Spin Next Year Summary: FedEx enters F2Q26 with U.S. domestic parcel execution increasingly offsetting a challenging global trade and policy backdrop. Management's FY26 outlook incorporates a significant $1bn headwind from trade policy and de minimis changes placing a premium on pricing discipline network efficiency and profitable share gains in the U.S. domestic market. We believe FedEx has been successful thus far and management has maintained its mid-single digit y/y growth outlook for"  
[X Link](https://x.com/BottomUpEquity/status/2001286391393607823)  2025-12-17T13:40Z 1352 followers, XXX engagements


"$COGT Cogent Biosciences Takeaways from SUMMIT Data at ASH"  
[X Link](https://x.com/BottomUpEquity/status/1997979369331986460)  2025-12-08T10:39Z 1352 followers, 2205 engagements


"4/ Conagra Brands $CAG HOLD $XX Target Price"  
[X Link](https://x.com/BottomUpEquity/status/1999159372501368989)  2025-12-11T16:48Z 1352 followers, XXX engagements


"8/ Hershey Company $HSY HOLD $XXX Target Price"  
[X Link](https://x.com/BottomUpEquity/status/1999159385608663117)  2025-12-11T16:48Z 1352 followers, XXX engagements


"$VIAV Viavi Solutions - Updating Model on Convert Exchange Introducing F2028 Estimates; TP to $XX Summary: In this note we revisit our VIAV thesis which is centered on the companys accelerating diversification away from traditional core Telco/Cable MSO service provider markets towards faster growth Data Center ecosystem and Aerospace & Defense end markets. Since VIAVs late October fiscal 1Q2025 report optical reports across our coverage universe (LITE COHR CIEN) have skewed positive. Specifically we believe that recent industry commentary on the continued aggressive investment cycle in"  
[X Link](https://x.com/BottomUpEquity/status/2001294093641527571)  2025-12-17T14:11Z 1352 followers, XXX engagements


"$WAT Waters Corporation: 3Q25 Review: Still in the High Single-Digit Groove WAT posted a solid beat and raise with continued strong performance in pharma and global instrument growth on the back of the ongoing LC-MS replacement cycle and a return to growth in the TA Division. While the implied 4Q guide left some of the EPS beat on the table the overall outlook raise has the WAT business seemingly finishing the year on solid ground. Management offered some additional details on BD integration which appears to be moving in the right direction - though there remains much to prove on growth"  
[X Link](https://x.com/BottomUpEquity/status/1986004388595302664)  2025-11-05T09:35Z 1264 followers, XXX engagements


"$PAYC Paycom Software: Lackluster Print/Guide; Target to $165"  
[X Link](https://x.com/BottomUpEquity/status/1986364372730446109)  2025-11-06T09:25Z 1345 followers, XXX engagements


"$MTD: 3Q25 First Read: Solid 3Q Beat; FY26 Guide Puts Organic in MSD Territory EPS Captures Consensus"  
[X Link](https://x.com/BottomUpEquity/status/1986710578631446598)  2025-11-07T08:21Z 1345 followers, XXX engagements


"$MTD 3Q25 Review: Strong 3Q With Some Bolt-Ons; Initial Guide Sets '26 Up To Look Good"  
[X Link](https://x.com/BottomUpEquity/status/1987876144037744835)  2025-11-10T13:33Z 1264 followers, XXX engagements


"$KYMR Kymera Therapeutics - Mgmt Dinner Recap: Reiterating Expectations/Confidence into December STAT6 Update We sat down with KYMR CEO Nello Mainolfi and CFO Bruce Jacobs to discuss their STAT6 degrader KT-621 and pipeline developments. The Ph1b KT-621 study in atopic dermatitis patients is set to readout in December. Dr. Mainolfi reiterated his view that the goal of the study is to achieve clear PD translation (ie STAT6 degradation in blood/skin) from the healthy volunteer study while also demonstrating dupilumab-like pathway blockade with measurable reductions in biomarkers like TARC"  
[X Link](https://x.com/BottomUpEquity/status/1989280145505501428)  2025-11-14T10:32Z 1345 followers, 6088 engagements


"$PLNT Planet Fitness - With Marketing In a Bulking Phase Growth Should Beef Up Our View: At its first investor day in three years Planet outlined its strategic growth plan aimed at evolving its consumer appeal. The brand is broadening its focus to not only attract its traditional "get off the couch" audience but also to engage consumers with active lifestyles and gym memberships. We view this shift positively as it aligns with the evolving preferences of younger cohorts while retaining significance for core users. The plan involves upgrading marketing capabilities and improving the member"  
[X Link](https://x.com/BottomUpEquity/status/1989299019768594717)  2025-11-14T11:47Z 1349 followers, XX engagements


"$LCID Lucid Group - Waiting for Gravity Traction; Maintain Hold and Lowering Target Price to $XX from $XX LCID 3Q25 revenue of $XXXXX million set a quarterly record and modestly trailed our forecast and the consensus. The company is targeting 2025 production of 18000 units versus its previous guidance of 18000-20000 units and the majority of 4Q production will be Gravity SUVs. We continue to be big believers in LCID's technology and view the Air and Gravity as excellent products. However we expect additional capital to be required over the next few years and we await additional progress"  
[X Link](https://x.com/BottomUpEquity/status/1990354299252052094)  2025-11-17T09:40Z 1335 followers, 4070 engagements


"$RIVN Rivian Automotive - Improving Profit per Vehicle a Plus; Waiting for R2 and Bumping Target to $XX from $XX We believe RIVN's 3Q25 print and outlook are generally positive and the underlying long-term story is intact. Key positives include: 1) Strong Software and Service revenue and profitability; 2) COGS per unit down $2200 sequentially; 3) Gross profit (loss) per vehicle excluding software & services improved to ($985) from ($3142) in 2Q25 exceeding our ($2039) forecast; 4) Noted it can cut cost by about half from R1 to R2 ; and 5) Once new policies are in place expects tariff impact"  
[X Link](https://x.com/BottomUpEquity/status/1990354578097729901)  2025-11-17T09:41Z 1349 followers, 1624 engagements


"$ADSK Autodesk - F3Q26 Preview: Checks Improve Sequentially Summary: We spoke with three Autodesk platinum-level channel partners for a closer look at business trends ahead of Autodesk's F3Q26 print on 11/25. Checks improved sequentially with one partner nicely above expectations (as some larger deals closed early) one partner in line with expectations and one partner modestly below expectations. Partners cited strength with ACC fewer hiccups around the new transaction model and in-lineto-improved end-market industry sentiment. While we acknowledge a smaller sample size and still-uneven"  
[X Link](https://x.com/BottomUpEquity/status/1990712910822178910)  2025-11-18T09:25Z 1319 followers, XXX engagements


"$ABT Abbott Laboratories - Abbott's Exact Sciences Acquisition Checks All The Boxes: Accelerating Growth Expanding Margins and Adding Massive New TAM"  
[X Link](https://x.com/BottomUpEquity/status/1991606760361136531)  2025-11-20T20:37Z 1336 followers, XXX engagements


"Rack and data center power is shifting toward 48V (and eventually higher) cutting power losses and boosting rack density a tailwind for names like $MPWR $POWI $FLEX $JBL"  
[X Link](https://x.com/BottomUpEquity/status/1991935386386616827)  2025-11-21T18:22Z 1348 followers, XXX engagements


"Monolithic Power ( $MPWR Buy $1250 PT )"  
[X Link](https://x.com/BottomUpEquity/status/1991936240074305938)  2025-11-21T18:26Z 1349 followers, XXX engagements


"$ZBH Zimmer Biomet Holdings Two High-Volume Ortho Surgeons Highlight Healthy Procedure Environment & Growth-Enhancing ZBH Innovation"  
[X Link](https://x.com/BottomUpEquity/status/1992903626646237434)  2025-11-24T10:30Z 1264 followers, XXX engagements


"$ACLX Arcellx Late-Breaking MajesTEC-3 Abstract Reads Well But Lacks Important Context Were Buyers of ACLX on Pre-ASH Weakness"  
[X Link](https://x.com/BottomUpEquity/status/1993240247656653163)  2025-11-25T08:48Z 1312 followers, XXX engagements


"$ADI Analog Devices - Enters FY26 Following an Impressive Year of Above-Industry Growth with Multiple LT Tailwinds Across End Markets; Buy Summary: F4Q25 (Oct) sales beat with revenue of $3.08bn (+6.8% q/q) coming in +2.5% higher than our $3.00bn estimate driven by sequential improvements in all end markets. See below for end market details. Raised Jan Q guide with the $3.10bn midpoint (+0.8% q/q) coming in +6.5% higher than our prior estimate of $2.91bn which we note implies a seventh straight above-seasonal quarter led by Industrial and Comms. Once again ADI delivered a solid print and"  
[X Link](https://x.com/BottomUpEquity/status/1993404208960147584)  2025-11-25T19:39Z 1345 followers, XXX engagements


"$WDAY Workday - A Bit Dry; Target To $XXX Summary: Workday delivered a modest topline beat as some Fed/SLED headwinds were offset by strong execution as well as a "few-million-dollar" impact from recently closed Paradox acquisition. Excluding Paradox cRPO was slightly ahead of guidance. FY26 guidance was raised partially due to the Sana acquisition; absent this Q4 subscription revenue expectations would have been unchanged from last quarter. Given this and the fact that 4Q cRPO guidance implies continued deceleration in the organic cRPO growth it does not appear that the underlying momentum"  
[X Link](https://x.com/BottomUpEquity/status/1993644849044578800)  2025-11-26T11:35Z 1317 followers, XXX engagements


"$MBD MongoDB Earnings Preview: MongoDB is scheduled to report F3Q26 earnings after the market close on Monday December 1st with a call at 5PM ET. Given solid hyperscaler results (+Azure +GCP +AWS) as well as healthy usage commentary from most consumption peers we believe that MongoDBs strong usage trends from last quarter carried over to 3Q which should enable Atlas to post a solid upside quarter"  
[X Link](https://x.com/BottomUpEquity/status/1995474649065337198)  2025-12-01T12:46Z 1330 followers, XXX engagements


"Homeowners Rate Increases Accelerate to +5.9% in November ( $ALL $TRV $GSHD) Bottom Line: Most homeowners insurers are still raising rates reflecting still-high (but declining) reinsurance costs stable attachment points and ongoing significant weather-related losses with the combined impact (as is typical) varying materially by individual insurer. We expect persistent rate increases to sustain solid or improving core homeowners underwriting margins and our top picks are Outperform-rated insurers $ALL and $TRV and personal insurance broker $GSHD"  
[X Link](https://x.com/BottomUpEquity/status/1995851389587615981)  2025-12-02T13:43Z 1347 followers, XXX engagements


"Alternative Asset Retail Monthly Tracker: Total Credit Inflows Weaker MoM; PE/Infra and REITs Stronger ( $APO $BX $OWL $BAM $KKR $CG) Bottom Line: Inflows for credit were generally weaker in November compared to October while total credit inflows of $XXX bln were down -X% from the prior month. In the PE/Infra category inflows were mixed although total inflows of $XXX bln were up +21% MoM. For the non-traded REITs net flows in October were generally stronger compared to September"  
[X Link](https://x.com/BottomUpEquity/status/1995852131148963986)  2025-12-02T13:46Z 1323 followers, XXX engagements


"$JANX Janux Therapeutics - JANX007 Update Yields Some Positives But Also Questions Re: Timelines to P3 Trial Initiation(s) Reducing Target to $38"  
[X Link](https://x.com/BottomUpEquity/status/1995855038883709388)  2025-12-02T13:58Z 1330 followers, 1681 engagements


"$GEHC GE HealthCare Technologies RSNA 2025: GEHC Dinner Highlights Positive 2026 Setup And Potential For Faster Innovation-Driven Growth In 2027 & Beyond"  
[X Link](https://x.com/BottomUpEquity/status/1996352053224890492)  2025-12-03T22:53Z 1342 followers, XXX engagements


"$EQIX Equinix - Announces CFO Retirement"  
[X Link](https://x.com/BottomUpEquity/status/1996522583089467872)  2025-12-04T10:10Z 1345 followers, XXX engagements


"$RKT Rocket Companies - RKT Presents at Competitors Global Tech and AI Conference Yesterday Summary: Rocket CFO Brian Brown articulated RKT's strategic pivot from a pureplay mortgage lender to a unified "homeownership platform" anchored by the acquisitions of Redfin and Mr. Cooper. These transactions result in structurally lower customer acquisition costs and scale servicing capacity to XX million loans. Management emphasized that Rocket's 30-petabyte proprietary data moat will drive AI-led operating leverage positioning the firm to meaningfully consolidate share in a fragmented industry"  
[X Link](https://x.com/BottomUpEquity/status/1996572411840373097)  2025-12-04T13:28Z 1305 followers, XXX engagements


"$JKHY Jack Henry & Associates - Potential for Market Share Capture Drives Positive Skew; Upgrading to Outperform"  
[X Link](https://x.com/BottomUpEquity/status/1997073141265514732)  2025-12-05T22:38Z 1319 followers, XXX engagements


"4/ Here are the stock picks for 2026. KBW likes the defensive moats of $V and $MA plus growth from $CPAY and $WEX. They also see a turnaround story for Block $XYZ"  
[X Link](https://x.com/BottomUpEquity/status/1997094636821581854)  2025-12-06T00:04Z 1306 followers, XXX engagements


"5/ High confidence in $V $MA and $KLAR beating estimates. Less certainty on the turnaround plays for $PYPL and $FISV where the bar is low but execution risk remains high"  
[X Link](https://x.com/BottomUpEquity/status/1997094639547875337)  2025-12-06T00:04Z 1316 followers, XXX engagements


"10/ An interesting look at competitive risk. $MA and $V sit in the "safe" zone. Meanwhile the market remains worried about $PYPL fighting for share against Apple Pay"  
[X Link](https://x.com/BottomUpEquity/status/1997094652445352342)  2025-12-06T00:04Z 1343 followers, XXX engagements


"11/ Ignore P/E for a moment and look at Free Cash Flow. $GPN and $FOUR are projecting massive yields for 2026. Also $PYPL is trading at a double-digit FCF yield here"  
[X Link](https://x.com/BottomUpEquity/status/1997094654660030603)  2025-12-06T00:04Z 1342 followers, 1504 engagements


"$ACLX Arcellx ASH Recap: Updated iMMagine-1 Data Reinforces Differentiation Thesis BLA Filing Imminent Awaiting MajesTEC-3 Details"  
[X Link](https://x.com/BottomUpEquity/status/1998058947907858503)  2025-12-08T15:55Z 1327 followers, XXX engagements


"$KYMR Kymera Therapeutics Clear Consistent Dataset Supports KT-621 Thesis as an Active Drug in AD with Early Signals Across Other Th2 Indications"  
[X Link](https://x.com/BottomUpEquity/status/1998063803074789611)  2025-12-08T16:15Z 1329 followers, 4139 engagements


"$INCY Incyte Corporation ASH & Management Dinner Recap: XXX Data Reinforce Disease Modification Thesis Focus Shifts to TBD P3 Development Questions"  
[X Link](https://x.com/BottomUpEquity/status/1998391560010916009)  2025-12-09T13:57Z 1263 followers, XXX engagements


"$CPB The Campbells Company - 1Q26 EPS Overview Inline 1Q FY26 Guidance Reiterated Acquiring XX% of Raos Red Sauce Supplier Summary: Campbell reported 1Q26 EPS of $XXXX representing a XX% decline which was $XXXX ahead of our estimate and $XXXX ahead of the consensus estimate. Organic sales declined X% consisting of a X% contribution from pricing more than offset by a X% underlying volume/mix decline. Gross margin was slightly weaker than our estimate contracting 150bps in the quarter. Campbell reiterated its FY26 outlook for revenue and profitability expecting organic sales in the range of -1%"  
[X Link](https://x.com/BottomUpEquity/status/1998406104611541480)  2025-12-09T14:55Z 1342 followers, XXX engagements


"MedTech Madness 2025 Bus Tour: Company Takeaways - Day X $ALGN"  
[X Link](https://x.com/BottomUpEquity/status/1998679306835267936)  2025-12-10T09:00Z 1336 followers, XXX engagements


"$SPG Simon Property Group - Takeaways From Meeting with SPG Management"  
[X Link](https://x.com/BottomUpEquity/status/1998680986498789666)  2025-12-10T09:07Z 1306 followers, XXX engagements


"$BRZE Braze - No Disruption Here: In-Period DBNR Improvement Highlights A Strong Quarter Summary: As we approach the end of the 3Q reporting cycle Braze closed the group on a high-note. The top-line beat was the largest organic absolute beat the company has reported in eight quarters driven by a number of factors like the continuation of legacy vendor replacement cycle trends sales org productivity enhancements and efforts to mitigate downsell coming to fruition. We continue to view fears of AI disruption as overblown and still see an opportunity to buy an under-appreciated name even despite"  
[X Link](https://x.com/BottomUpEquity/status/1998681908952150524)  2025-12-10T09:11Z 1264 followers, XXX engagements


"From 1973 to 1980 $MCD EPS compounded at 20%/y yet the stock price halved due to massive P/E multiple compression from 72x to 8x. Conversely from 1980 to 1990 EPS compounded at XX% but the stock appreciated 25%/y as the multiple expanded from 8x to 18x"  
[X Link](https://x.com/BottomUpEquity/status/1998722992692466063)  2025-12-10T11:54Z 1308 followers, 6752 engagements


"$STT State Street Corporation - Revenues Trended Better to End the Year but Offset by Expenses Summary: State Street presented at a competitor's conference and provided an update for their 2025 guidance which included higher revenues but also higher expenses. The implied 4Q25 guidance suggests PPNR to be a penny light to KBW but in line with the Street"  
[X Link](https://x.com/BottomUpEquity/status/1998908801970520192)  2025-12-11T00:12Z 1349 followers, XXX engagements


"$TROW T. Rowe Price Group - Monthly Flow Show November Outflows Increase M/M Summary: TROW reported November net outflows of -$8.0B which run rates to 4Q quarterly outflows of -$20.9B compared to KBWe -$14.5B and consensus' -$15.4B estimate. November-ending AUM of $1787B came in above KBWe $1785B and consensus' $1776B estimate. Target date AUM increased to $562B (+0.9% M/M). We expect a modestly negative reaction to the sequential increase in the pace of outflows"  
[X Link](https://x.com/BottomUpEquity/status/1998909264576836057)  2025-12-11T00:14Z 1345 followers, XXX engagements


"$USB U.S. Bancorp - Shifting Expense Focus from Defense to Offense Summary: Key highlights from USB's comments at a competitor conference included reiterating expectation for accelerating capital return downplaying an interest in bank M&A and operating leverage dynamics shifting more to revenue growth as opposed to expense controls. Additional details below"  
[X Link](https://x.com/BottomUpEquity/status/1998909442704949732)  2025-12-11T00:15Z 1336 followers, XXX engagements


"Stifel just dropped a 324-page biotech outlook for 2026. Can send the PDF if theres interest. $ACRS $ANAB $APGE $ARGX $ASND $AVTX $CGEM $CLDX $CRNX $DNTH $IMVT $JBIO $KYMR $MLTX $ORKA $PLRX $SYRE $TVTX $VRDN $VTYX"  
[X Link](https://x.com/BottomUpEquity/status/1998917628224786792)  2025-12-11T00:47Z 1262 followers, 1415 engagements


"$CB Chubb - Initial Thoughts on the Reported "Informal Takeover Approach for AIG" Summary: On Wednesday the Insurance Insider reported that Chubb made an "informal takeover approach" for AIG and also quoted Chubb as "emphatically den(ying) that any offer was made""  
[X Link](https://x.com/BottomUpEquity/status/1999072211097768359)  2025-12-11T11:02Z 1332 followers, XXX engagements


"1/ Stifel Consumer Staples: 4Q25 Preview and 2026 Outlook 🧵 $BRBR $CAG $CPB $FRPT $GIS $HAIN $HSY $K $KHC $LW $MDLZ $MKC $POST $SJM $SMPL $THS $VITL $WEST"  
[X Link](https://x.com/BottomUpEquity/status/1999159362535792781)  2025-12-11T16:48Z 1349 followers, XXX engagements


"5/ Freshpet $FRPT BUY $XX Target Price"  
[X Link](https://x.com/BottomUpEquity/status/1999159375764595187)  2025-12-11T16:48Z 1263 followers, XXX engagements


"11/ Kraft Heinz Company $KHC HOLD $XX Target Price"  
[X Link](https://x.com/BottomUpEquity/status/1999159396157300967)  2025-12-11T16:48Z 1336 followers, XXX engagements


"12/ Lamb Weston $LW Hold $XX Target Price"  
[X Link](https://x.com/BottomUpEquity/status/1999159399776981493)  2025-12-11T16:48Z 1336 followers, XX engagements


"13/ McCormick $MKC HOLD $XX Target Price"  
[X Link](https://x.com/BottomUpEquity/status/1999159403216314775)  2025-12-11T16:48Z 1346 followers, XX engagements


"14/ Mondelez International $MDLZ BUY $XX Target Price"  
[X Link](https://x.com/BottomUpEquity/status/1999159406790094955)  2025-12-11T16:48Z 1347 followers, XXX engagements


"17/ TreeHouse Foods $THS HOLD $XXXXX Target Price"  
[X Link](https://x.com/BottomUpEquity/status/1999159418403860882)  2025-12-11T16:48Z 1267 followers, XX engagements


"$ACN Accenture - Recent Re-rating Aside Market Still Over-Indexed to Bear Case; F1Q 12/18 AMC Summary: The past 18-months characterized by sluggish industry growth perceived to be AI-driven. As noted previously we believe current sentiment an oversimplification and don't believe enterprise AI use-cases scale without third-party support/services. In our view slowing growth largely reflects economic/technology uncertainty which will normalize Change drives industry growth and secular opportunity for those who pivot. While technology transitions create volatility our analysis illustrates ACN's"  
[X Link](https://x.com/BottomUpEquity/status/1999270237586313541)  2025-12-12T00:09Z 1263 followers, XXX engagements


"$CAVA CAVA Group - Comps Clarity and CompoundingCutting Through CAVA's Comp Conundrum Summary: We recently spoke with management to discuss the 2026 sales drivers new unit performance and near-term margin headwinds. Despite recent comp softness partially driven by record new-unit openings that are weighing on the metric the underlying demand for the concept remains healthy. CAVA continues to deliver strong AUVs and exceptional cash returns from new stores while investing ahead of the curve in management talent and proactive maintenance. The rollout of new menu items such as Salmon and"  
[X Link](https://x.com/BottomUpEquity/status/1999288861755691483)  2025-12-12T01:23Z 1267 followers, XXX engagements


"$AOS A. O. Smith - AHRI: Total Residential Shipments -XXX% m/m and Total Commercial +1.7% m/m (-9.2% y/y and +6.0% y/y) in October Summary: Recent (AHRI) U.S. heating and cooling equipment shipment data for October showed total shipments of residential water heaters (gas + electric) decreased XXX% m/m and decreased XXX% y/y while total shipments of commercial water heaters (gas + electric) increased XXX% m/m and increased XXX% y/y. Total shipments of residential and commercial water heaters decreased XXX% m/m and decreased XXX% y/y in October on a unit basis and we estimate increased XXX% m/m"  
[X Link](https://x.com/BottomUpEquity/status/1999574676322799960)  2025-12-12T20:18Z 1332 followers, XXX engagements


"$TSLA: $1585 Billion Market Cap; Buy - $XXX Target Price"  
[X Link](https://x.com/BottomUpEquity/status/2000893932985626972)  2025-12-16T11:41Z 1343 followers, XXX engagements


"$NKE Nike - Thoughts Ahead of NKE F2Q26E Earnings Summary: We expect NKE reports upside to Street estimates of $12205mn revenue and $XXXX EPS and are comfortable positioned at $12294mn revenue and $XXXX EPS. Following a return to reported revenue growth in F1Q26 helped by a wholesale timing shift and FX we will look for building blocks towards more appropriate levels of growth in the +MSD% range. Shares trade at a premium (25x P/E on our FY27E EPS estimate of $XXXX vs. footwear peers at 17x) and we believe a risk-adjusted upside case requires a counter-consensus upside case for revenue or a"  
[X Link](https://x.com/BottomUpEquity/status/2000896171535966628)  2025-12-16T11:49Z 1345 followers, XXX engagements


"4/ Comfort Systems ( $FIX Buy ): Target Price $1155"  
[X Link](https://x.com/BottomUpEquity/status/2000911423442919738)  2025-12-16T12:50Z 1349 followers, XXX engagements


"$PLNT Planet Fitness: Building Momentum Should Usher in a "Golden Age" for Shares"  
[X Link](https://x.com/BottomUpEquity/status/1986564267663835136)  2025-11-06T22:40Z 1350 followers, XXX engagements


"$RGEN Conference and Dinner Notes"  
[X Link](https://x.com/BottomUpEquity/status/1988555289872732424)  2025-11-12T10:31Z 1350 followers, XXX engagements


"What's Tepper seeing in $WHR Is he playing the U.S. Housing bouncing back or what The stock has been in brutal negative momentum for the last X years and Stifel just reduced TP to $XX (Hold) couple weeks back and trimmed their 26/27 numbers across the board"  
[X Link](https://x.com/BottomUpEquity/status/1990015481210658905)  2025-11-16T11:13Z 1350 followers, XXX engagements


"$VEEV Veeva Systems Solid Beat/Raise Overshadowed by CRM Concerns that Seem Overblown"  
[X Link](https://x.com/BottomUpEquity/status/1991813428063682800)  2025-11-21T10:18Z 1350 followers, 1274 engagements


"$CROX Crocs Meetings at FFANY Highlight Product Diversification and CFO Insights Summary: We met Crocs Inc. at FFANY Market Week on 12/4 where EVP & CFO Patraic Reagan and SVP Erinn Murphy hosted meetings and product tours for Crocs and HEYDUDE. Product insights for Season X 2026 (July) underscore ongoing initiatives to diversify the product assortment for both Crocs (from the Classic Clog) and HEYDUDE (beyond the Wendy and Wally). Innovation is focused on developing products that dovetail with ongoing footwear trends premiumizing materials and aligning product assortment with distribution."  
[X Link](https://x.com/BottomUpEquity/status/1996659825791377419)  2025-12-04T19:16Z 1350 followers, 1069 engagements


"2/ 2025 was tough for payments. The sector lagged the market as multiples compressed further. Hedge funds are buying the dip on names like $BILL $WEX and $FOUR while $TOST and $GPN have seen outflows"  
[X Link](https://x.com/BottomUpEquity/status/1997094631600017494)  2025-12-06T00:03Z 1350 followers, XXX engagements


"$BRK Berkshire Hathaway - Initial Thoughts on Leadership Changes Summary: Our primary takeaway from this mornings announced leadership changes (listed below) is that no matter how desirable consistency is change is inevitable when a XX year-plus CEO steps back. Implying no disrespect to incoming president and CEO Greg Abel we expect more turnover in coming months since the cache of working for Mr. Buffetts successor is not (at least yet) the same as working for Mr. Buffett himself. We maintain our Underperform rating on BRKs shares. Beyond likely deteriorating profitability (from very strong"  
[X Link](https://x.com/BottomUpEquity/status/1998037533339377713)  2025-12-08T14:30Z 1350 followers, 1152 engagements


"$ADBE Adobe AI Positioning Positively Evolving Summary: We are highlighting Adobe ahead of F4Q25 results as we believe the company has made positive strides over the past year particularly at MAX in October improving its positioning in and messaging around Generative AI. It's no secret that a key overhang for the stock has been the belief that AI will be a disruptive force to creative departments making creators more efficient by orders of magnitude and shrinking the number of addressable seats over time. By positioning itself as the "Switzerland" in the market and a central genAI hub where"  
[X Link](https://x.com/BottomUpEquity/status/1998201765062222211)  2025-12-09T01:23Z 1350 followers, 2363 engagements


"$CIEN Ciena Corporation - F4Q25 Preview; Key Data Center Ramps Ahead Raising Target Price Summary: We anticipate a modest-beat in F4Q25 results versus consensus (revenue $1.29B; adjGM 42.3%; adj-EPS $0.78) underpinned by continued momentum in AI-driven network infrastructure coupled with an improving telco backdrop. While supply chains remain tight we think AI-related bookings provide a solid floor with increasing evidence of demand durability. We expect management to reaffirm its XX% revenue growth target for FY26 anchored by record backlog (1x B2B) and ahead of incremental significant"  
[X Link](https://x.com/BottomUpEquity/status/1998353499592048752)  2025-12-09T11:26Z 1350 followers, 1088 engagements


"18/ Vital Farms $VITL BUY $XX Target Price"  
[X Link](https://x.com/BottomUpEquity/status/1999159421641892187)  2025-12-11T16:48Z 1350 followers, XXX engagements


"19/ Westrock Coffee $WEST BUY $XX Target Price"  
[X Link](https://x.com/BottomUpEquity/status/1999159424959586592)  2025-12-11T16:48Z 1350 followers, XXX engagements


"$CIEN Ciena Corporation - F4Q Review; Results Outlook and Commentary Imply the Beginning of a Multi-Year Optical Supercycle TP to $270"  
[X Link](https://x.com/BottomUpEquity/status/1999224157578625293)  2025-12-11T21:05Z 1350 followers, XXX engagements


"2026 Outlook: CRE Recovery Solidifying Housing Still Soft Summary: For 2026 KBW expects the CRE cycle to enter a more secure recovery phase with moderate yet still healthy growth. This favors CRE Services names and high-quality commercial mortgage REITs (CMREITs). We expect expansion in CRE capital markets and leasing improving supply/demand fundamentals in most property sectors and continued CRE credit stabilization with most downcycle losses already recognized. In housing we expect rent growth to turn positive on moderating supply and resilient rental demand while home purchasing remains"  
[X Link](https://x.com/BottomUpEquity/status/2000882689331650612)  2025-12-16T10:56Z 1350 followers, XXX engagements


"Top Picks: $NMRK $STWD and $AMH Other Outperform (OP) CRE Picks: $JLL $CBRE $BXMT $ACRE $ARI $LADR and $WD"  
[X Link](https://x.com/BottomUpEquity/status/2000883417303392412)  2025-12-16T10:59Z 1350 followers, XXX engagements


"Stifel 2026 EV Outlook: EV Tax Credit Termination is a Headwind; Progress on Autonomy is a Key to Watch $TSLA Remains our Favorite Summary: Summary Electric Vehicle (EV) sales in the U.S. market disappointed in 2025 with EV penetration hovering around XX% of U.S. light duty vehicle (LDV) sales about flat with 2024 following strong traction over the prior several years. The combination of high interest rates tariffs vehicle availability growth in PHEVs (plug-in hybrids) and possibly some Musk-related backlash all were headwinds. Looking at 2026 we believe Trump Administration policies"  
[X Link](https://x.com/BottomUpEquity/status/2000893747681251413)  2025-12-16T11:40Z 1350 followers, XXX engagements


"3/ Cooper Standard ( $CPS Buy ): Target Price $43"  
[X Link](https://x.com/BottomUpEquity/status/2000911420788015448)  2025-12-16T12:50Z 1350 followers, XXX engagements


"12/ Zedcor Inc. ( $ZDC-TSX Buy ): Target Price C$7.25"  
[X Link](https://x.com/BottomUpEquity/status/2000911446499004559)  2025-12-16T12:50Z 1350 followers, XXX engagements


"$NBIX Neurocrine Biosciences - Lighter Than Expected IRA Cut For Austedo is an Upside Surprise for Ingrezza/NBIX"  
[X Link](https://x.com/BottomUpEquity/status/1993642627716042857)  2025-11-26T11:26Z 1352 followers, XXX engagements


"PPA Rate Increases Slow to +1.3% in November ( $ALL $PGR $GSHD) Bottom Line: Overall personal auto insurers' rates are rising very modestly likely below loss trends pointing to near-term underwriting margin compression - from very strong levels - that will probably accelerate as more carriers pursue policies-in-force (PIF) growth. Our top picks are Outperform-rated insurer ALL broker GSHD and customer acquisition platform MAX"  
[X Link](https://x.com/BottomUpEquity/status/1995850615532982737)  2025-12-02T13:40Z 1351 followers, XXX engagements


"$ZTS Zoetis R&D Day: Top Takeaways Reiterate Hold"  
[X Link](https://x.com/BottomUpEquity/status/1995929231956828466)  2025-12-02T18:53Z 1351 followers, 1000 engagements


"8/ The "beat and raise" momentum has evaporated compared to pre-COVID levels. Companies like $PYPL and $GPN have far less room for error now when setting guidance"  
[X Link](https://x.com/BottomUpEquity/status/1997094647311511713)  2025-12-06T00:04Z 1351 followers, XXX engagements


"9/ Two major themes for driving EPS upside in 2026: Margin Expansion and Buybacks. Margin Expansion Stories: $ADYEN $XYZ $TOST Massive Buyback Yields: $GPN $FISV $FOUR"  
[X Link](https://x.com/BottomUpEquity/status/1997094649954009573)  2025-12-06T00:04Z 1351 followers, XXX engagements


"$YUM YUM Brands - You Can't Out-Pizza the Hut But You Can Outgrow It Summary: Our View: Following YUM's announcement that it was considering strategic options for Pizza Hut we delved deeper into how a divestiture could affect the company's outlook and valuation. Our conclusion is that while a divestiture should improve the growth profile lower absolute earnings could offset the benefit of a re-rating from the current level. That said we are supportive of a sale as it would remove a key source of underperformance risk and should increase confidence in steadier growth. We continue to believe"  
[X Link](https://x.com/BottomUpEquity/status/1998346905856741739)  2025-12-09T11:00Z 1351 followers, XXX engagements


"9/ J.M. Smucker Company $SJM HOLD $XXX Target Price"  
[X Link](https://x.com/BottomUpEquity/status/1999159389056344084)  2025-12-11T16:48Z 1352 followers, XX engagements


"10/ Kellanova $K HOLD $XXXXX Target Price"  
[X Link](https://x.com/BottomUpEquity/status/1999159392436953355)  2025-12-11T16:48Z 1350 followers, XX engagements


"$BLLN BillionToOne - 3Q25 Review: Strong 3Q; 4Q Guidance above Street Estimates"  
[X Link](https://x.com/BottomUpEquity/status/1999223830342950995)  2025-12-11T21:04Z 1352 followers, XXX engagements


"$AXP American Express Company November Data: Card NCOs Soften; Growth Accelerates"  
[X Link](https://x.com/BottomUpEquity/status/2000888516859789556)  2025-12-16T11:19Z 1352 followers, XXX engagements


"$LCID: $XXX Billion Market Cap; Hold - $XX Target Price"  
[X Link](https://x.com/BottomUpEquity/status/2000894169552707960)  2025-12-16T11:41Z 1352 followers, 1752 engagements


"$GOOGL Tests New Real Estate Ad Format: Implications for the Portals ( $Z $CSGP $RKT) Summary: Google reportedly began testing a new advertising format in select markets that includes embedding for sale home listings directly into search results. Real estate names are underperforming on this headline led by the portals with Zillow and CoStar down roughly -XX% and -X% respectively. We provide our initial thoughts below"  
[X Link](https://x.com/BottomUpEquity/status/2000896659513913457)  2025-12-16T11:51Z 1352 followers, XXX engagements


"15/ Teledyne ( $TDY Buy ): Target Price $645"  
[X Link](https://x.com/BottomUpEquity/status/2000911455248364006)  2025-12-16T12:50Z 1352 followers, XXX engagements


"$GIS General Mills: 2Q26 EPS Overview Improving Volume Consumption Trends in NAR 2Q Timing Benefits Expected Unwind in 3Q"  
[X Link](https://x.com/BottomUpEquity/status/2001312804012171649)  2025-12-17T15:25Z 1352 followers, XXX engagements


"$EFN Element Fleet Management Corp. 3Q25 First Look: Largely In-Line Print; FY25 Outlook Unchanged"  
[X Link](https://x.com/BottomUpEquity/status/1988913227971903623)  2025-11-13T10:14Z 1352 followers, XXX engagements


"$JLL Jones Lang LaSalle Highlights from Management Meeting Summary: Today we hosted meetings with JLL's CFO Kelly Howe and colleagues from investor relations and corporate finance. Discussions focused on the CRE markets and where we are in the recovery cycle as well as the fundamental outlook for major business lines. JLLs market commentary echoed takeaways from 3Q earnings and our quarterly CRE update (see here and here) which fits our reading of the current market outlook as continuing to improve. On our estimates JLL remains attractive at 13.2-15.4x 2026-2027E AEPS and 9.2-10.4x AEBITDA"  
[X Link](https://x.com/BottomUpEquity/status/1998161105676607751)  2025-12-08T22:41Z 1352 followers, XXX engagements


"$MRVL Marvell Technology Group - Multi-Year XPUs Cycles and Secured Capacity Leave Socket Defection Fears Overstated Summary: X. We believe news reports that Marvell could lose its XPU socket to a competitor for its second and larger ASIC customer are without merit. X. We also believe reports from the market landscape yesterday suggesting Marvell is not participating in its lead ASIC customers next generation platform are misleading"  
[X Link](https://x.com/BottomUpEquity/status/1998353796611666367)  2025-12-09T11:27Z 1352 followers, 1500 engagements


"$AVAV AeroVironment - F2Q Recap: Strong Revenue & Bookings Mixed in with some Government Shutdown Timing Bumpiness Summary: AVAVs FQ2 showcased strong organic growth (+21%) and a record surge of new orders (+$1.4b book-tobill of 3.0). Muddying the upside in revenue/order were lower-than-expected margins only a modest upgrade to AVAVs full-year outlook and lack of a large funded backlog build. While the extended government shutdown was a drag on FQ2 results (delayed funded contract actions) AVAV anticipates a strong 2H and avoided any downgrade to their revenue outlook. Relative to AVAV's"  
[X Link](https://x.com/BottomUpEquity/status/1998680254483726399)  2025-12-10T09:04Z 1352 followers, 1725 engagements


"$MRVL Marvell Technology Group - Announces AEC Acceleration Initiative: Golden Cable Summary: On December X 2025 MRVL announced a strategic initiative to accelerate time-to-market for Active Electric Cable (AEC) hyperscale AI infrastructure. The Golden Cable initiative offers pre-validated reference designs advanced firmware and a flexible design philosophy to help derisk and speed up deployments"  
[X Link](https://x.com/BottomUpEquity/status/1998682358527004940)  2025-12-10T09:13Z 1352 followers, XXX engagements


"$O Realty Income Corporation - Takeaways From Meeting With Management"  
[X Link](https://x.com/BottomUpEquity/status/1998909752055566599)  2025-12-11T00:16Z 1352 followers, XXX engagements


"$IQV IQVIA Holdings - Recent Management Meetings: Industry is Recovering More Focus on EBP AI Uses and Trump Administration Impact Thoughts Summary: We came away from recent investor meetings with management with a sense that the industry should continue to recover into 2026 but the pace of the recovery through 2026 (steepness of curve) remains uncertain. We continue to like IQV's positioning in the market and recommend investors purchase the shares to participate in the market recovery through the best-in-class player in the space. We expect the company to return to 6%-9% revenue growth in"  
[X Link](https://x.com/BottomUpEquity/status/2001376290797228364)  2025-12-17T19:37Z 1352 followers, XXX engagements