# ![@SecondToKnow Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1982438409278001152.png) @SecondToKnow SecondToKnow

SecondToKnow posts on X about strong, ai, target, china the most. They currently have [--] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1982438409278001152/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1982438409278001152/c:line/m:interactions.svg)

- [--] Week [-----] +5,903%
- [--] Month [-----] +201%

### Mentions: [--] [#](/creator/twitter::1982438409278001152/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1982438409278001152/c:line/m:posts_active.svg)

- [--] Week [--] +558%
- [--] Month [---] +150%

### Followers: [--] [#](/creator/twitter::1982438409278001152/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1982438409278001152/c:line/m:followers.svg)

- [--] Month [--] +33%

### CreatorRank: undefined [#](/creator/twitter::1982438409278001152/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1982438409278001152/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  [stocks](/list/stocks)  [technology brands](/list/technology-brands)  [countries](/list/countries)  [cryptocurrencies](/list/cryptocurrencies)  [automotive brands](/list/automotive-brands)  [currencies](/list/currencies)  [exchanges](/list/exchanges)  [social networks](/list/social-networks)  [financial services](/list/financial-services) 

**Social topic influence**
[strong](/topic/strong), [ai](/topic/ai), [target](/topic/target), [china](/topic/china), [$nvda](/topic/$nvda), [inflation](/topic/inflation), [ceo](/topic/ceo), [morgan stanley](/topic/morgan-stanley), [eps](/topic/eps), [meta](/topic/meta)

**Top accounts mentioned or mentioned by**
[@walterbloomberg](/creator/undefined)

**Top assets mentioned**
[NVIDIA Corp. (NVDA)](/topic/$nvda) [Morgan Stanley (MS)](/topic/morgan-stanley) [Goldman Sachs (GS)](/topic/goldman-sachs) [Bitcoin (BTC)](/topic/bitcoin) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Unity Software Inc. (U)](/topic/$u) [Bank of America (BAC)](/topic/bank-of-america) [Tesla, Inc. (TSLA)](/topic/tesla) [HSBC Holdings PLC (HSBC)](/topic/$hsbc) [Advanced Micro Devices (AMD)](/topic/$amd) [Microsoft Corp. (MSFT)](/topic/$msft) [Texas Instruments (TXN)](/topic/texas-instruments) [Metadium (META)](/topic/$meta)
### Top Social Posts
Top posts by engagements in the last [--] hours

"**Carvana ($CVNA) Soars as It Joins the S&P [---] Replacing LKQ Solstice and Mohawk Industries** In a significant rebalance Carvana Comfort Systems USA and CRH will be added to the S&P [---] while Pinterest and Booz Allen also make the cut"  
[X Link](https://x.com/SecondToKnow/status/1998045257813098884)  2025-12-08T15:01Z [--] followers, [--] engagements


"Verizon Plans to Lay Off [-----] Employees Reports WSJ"  
[X Link](https://x.com/SecondToKnow/status/1989002014320181529)  2025-11-13T16:06Z [--] followers, [--] engagements


"Verizon to Slash [-----] Jobs in Historic Cuts Shifting [---] Stores to Franchises"  
[X Link](https://x.com/SecondToKnow/status/1989003363271192954)  2025-11-13T16:12Z [--] followers, [--] engagements


"Petrobras Eyes $106B Capex Plan; Revises Oil Assumptions Lower"  
[X Link](https://x.com/SecondToKnow/status/1989023370420052169)  2025-11-13T17:31Z [--] followers, [--] engagements


"**Abbott Close to Acquiring Cancer Test Maker Exact Sciences ($EXAS)**"  
[X Link](https://x.com/SecondToKnow/status/1991216087162098021)  2025-11-19T18:44Z [--] followers, [--] engagements


"**Trump Aides Indicate Delay in Semiconductor Tariffs as Plan Faces Setback** Sources suggest no immediate implementation impacting $NVDA $ASML $SNPS $CDNS"  
[X Link](https://x.com/SecondToKnow/status/1991216390796108142)  2025-11-19T18:45Z [--] followers, [---] engagements


"**Block $XYZ Projects Multi-Year Growth with $15.8B Gross Profit Target by [----] and $5B Buyback Boost** - Annual gross profit growth target: Mid-teens - Adjusted operating income forecast: $4.6B approx. 30% annual growth - Increased share buyback program by $5B"  
[X Link](https://x.com/SecondToKnow/status/1991239600723890176)  2025-11-19T20:18Z [--] followers, [----] engagements


"**White House Urges Lawmakers to Exclude GAIN AI Act from Defense Bill Favoring Chipmakers like $NVDA** Key Details: - GAIN AI Act would prioritize U.S. chip orders over exports to nations like China. - Exclusion of the act in the defense bill could benefit NVIDI"  
[X Link](https://x.com/SecondToKnow/status/1991246778859958574)  2025-11-19T20:46Z [--] followers, [---] engagements


"**Humain Expands Partnership with $NVDA: [------] Nvidia GPUs Coming to Saudi Arabia and US** Humain is set to deploy [------] Nvidia GPUs over three years establishing data centers in both regions to enhance HUMAIN Chat with Nemotron's traininga $400 million investme"  
[X Link](https://x.com/SecondToKnow/status/1991252534485233981)  2025-11-19T21:09Z [--] followers, [----] engagements


"**REGENERON ($REGN) Trading Halted Amidst Pending News**"  
[X Link](https://x.com/SecondToKnow/status/1991253086824751477)  2025-11-19T21:11Z [--] followers, [--] engagements


"**Palo Alto Networks (PANW) Q1'26 Beats Estimates with $2.5B Revenue Acquires Chronosphere for $3.35B** - Revenue: $2.5B (Est. $2.46B) +16% YoY - Adj EPS: $0.93 (Est. $0.89) - FY26 Guidance: Revenue $10.50B$10.54B (Est. $10.5B) +14% YoY"  
[X Link](https://x.com/SecondToKnow/status/1991255632956002765)  2025-11-19T21:21Z [--] followers, [--] engagements


"**NVIDIA Q3 Revenue Surpasses Estimates at $57.01B; Projects Strong Q4 Up to $66.30B**"  
[X Link](https://x.com/SecondToKnow/status/1991256734933872657)  2025-11-19T21:26Z [--] followers, [---] engagements


"**NVIDIA's Jensen Huang: Blackwell Sales Soar Cloud GPUs Sold Out**"  
[X Link](https://x.com/SecondToKnow/status/1991257078694805951)  2025-11-19T21:27Z [--] followers, [--] engagements


"**NVIDIA: BLACKWELL ULTRA LEADS ARCHITECTURE; H20 SALES NEGLIGIBLE IN 3Q; GAMING REVENUE SOARS DUE TO BLACKWELL DEMAND**"  
[X Link](https://x.com/SecondToKnow/status/1991257873293185166)  2025-11-19T21:30Z [--] followers, [--] engagements


"**Nvidia Q3'26 Earnings Beat Expectations with Revenue Surge to $57.01B Up 62% YoY** - Adj EPS: $1.30 Up 60% YoY - Data Center Revenue: $51.2B Up 66% YoY - Q4'26 Revenue Guide: $65.0B 2%"  
[X Link](https://x.com/SecondToKnow/status/1991257981946581323)  2025-11-19T21:31Z [--] followers, [---] engagements


"**NVIDIA's Jensen Huang: Soaring Blackwell Sales and Sold-Out Cloud GPUs Signal Explosive Demand in AI Growth Cycle**"  
[X Link](https://x.com/SecondToKnow/status/1991258793733210526)  2025-11-19T21:34Z [--] followers, [--] engagements


"**$NVDA Q3 Gross Margin Falls Short at 73.4% vs. 74% Estimate**"  
[X Link](https://x.com/SecondToKnow/status/1991260574999515534)  2025-11-19T21:41Z [--] followers, [--] engagements


"**$CRNC Q4'25 Earnings Beats Estimates: Revenue Hits $60.6M; FY'26 Guidance $300M-$320M**"  
[X Link](https://x.com/SecondToKnow/status/1991265085142999233)  2025-11-19T21:59Z [--] followers, [--] engagements


"**Nvidia's Q3 Revenue: 61% from [--] Major Customers** - Total Revenue: $12.54B - Customer A: 22% ($12.54B) - Customer B: 15% ($8.55B) - Customer C: 13% ($7.41B) - Customer D: 11% ($6.27B) Who do you think they are"  
[X Link](https://x.com/SecondToKnow/status/1991267412050595862)  2025-11-19T22:08Z [--] followers, [--] engagements


"**$NVDA CFO Blames Geopolitical Strains and Competition for Dismal China Orders Impacting Data Center Shipments**"  
[X Link](https://x.com/SecondToKnow/status/1991269874036011423)  2025-11-19T22:18Z [--] followers, [--] engagements


"**US Greenlights Sale of [-----] AI Chips to UAE and Saudi Arabia Following Trump-MbS Talks** The agreement includes [-----] Nvidia GB300 servers for G42 and Humain with security measures to prevent access by China or Huawei. $NVDA $AMD"  
[X Link](https://x.com/SecondToKnow/status/1991272689567137957)  2025-11-19T22:29Z [--] followers, [---] engagements


"**NVIDIA CFO Confirms $500B Forecast by [----] Driven by Surging GPU Demand** NVIDIA is on track for a $500 billion forecast with new demand expected to grow. Key contributions include 400k600k GPUs from Saudi Arabia over three years and new partnerships like Anth"  
[X Link](https://x.com/SecondToKnow/status/1991275380255117794)  2025-11-19T22:40Z [--] followers, [--] engagements


"**Headline: Hyperscalers Fully Fund AI Buildout with Cash Flow Boosting Revenue with NVDA GPUs Amid Slowing Moores Law**"  
[X Link](https://x.com/SecondToKnow/status/1991278407162671377)  2025-11-19T22:52Z [--] followers, [--] engagements


"**NVIDIAs Jensen: Physical AI is a Multibillion Dollar Business Tapping into Trillion Dollar Potential** Jensen highlighted that physical AI is already generating billions for NVIDIA with major players like Belden Caterpillar and Toyota leveraging its technology t"  
[X Link](https://x.com/SecondToKnow/status/1991287683491016947)  2025-11-19T23:29Z [--] followers, [--] engagements


"**NVIDIA CEO Huang: Zero Forecast for China Data Center Seeks Re-engagement Opportunities**"  
[X Link](https://x.com/SecondToKnow/status/1991296331713773863)  2025-11-20T00:03Z [--] followers, [--] engagements


"**NVIDIA's Strong Earnings Ignite Year-End Tech Rally** Wedbush Securities highlights Nvidia's stellar performance and optimistic outlook with analyst Dan Ives labeling it a monster quarter. Earnings and revenue particularly in data-center sales exceeded expecta"  
[X Link](https://x.com/SecondToKnow/status/1991326293032374407)  2025-11-20T02:02Z [--] followers, [--] engagements


"**Key Economic Indicators Today (11/20/2025)** - **08:30 EST:** Sep. Average Earnings YoY (Est. 3.7%) - **08:30 EST:** Sep. Nonfarm Payrolls (Est. 22K) - **08:30 EST:** Sep. Unemployment Rate (Est. 4.3%) - **08:30 EST:** US Initial Jobless Claims (Est. 226.5K)"  
[X Link](https://x.com/SecondToKnow/status/1991388637314113926)  2025-11-20T06:10Z [--] followers, [--] engagements


"**Barclays Upgrades S&P [---] Year-End [----] Target to [----] Signaling 11% Upside Potential**"  
[X Link](https://x.com/SecondToKnow/status/1991433125164118531)  2025-11-20T09:07Z [--] followers, [--] engagements


"**Japan Unleashes 17.7T ($112B) Stimulus Amid Economic Struggles: Q3 GDP Plummets 1.8% with Record Debt Levels**"  
[X Link](https://x.com/SecondToKnow/status/1991433887772471350)  2025-11-20T09:10Z [--] followers, [--] engagements


"**ByteDance Valued at $480B in Major Secondary Sale Surpassing Previous Employee Buyback Valuation of $330B**"  
[X Link](https://x.com/SecondToKnow/status/1991435111670378878)  2025-11-20T09:15Z [--] followers, [--] engagements


"**Morgan Stanley Upgrades $NDAQ to Overweight with Price Target Raised to $110 Amid Strong Revenue Growth Expectations** Analyst notes: Upgrade driven by anticipated cyclical and secular tailwinds boosting revenue growth in Solutions businesses through 2026-27"  
[X Link](https://x.com/SecondToKnow/status/1991442669932036331)  2025-11-20T09:45Z [--] followers, [--] engagements


"**Denmark's GDP Soars 2.3% in Q3Fastest Growth in [--] Years Boosted by Novo Nordisk** Pharma output drives growth; without $NVO GDP growth falls to 0.7%. Exports rise 4.1% while household spending remains stagnant"  
[X Link](https://x.com/SecondToKnow/status/1991446787283120518)  2025-11-20T10:01Z [--] followers, [---] engagements


"**Nvidia (NVDA) Analysts Boost Price Targets: Evercore ISI to $352 Melius to $320 KGI to $296 Baird to $275 Barclays to $275**"  
[X Link](https://x.com/SecondToKnow/status/1991452120923680848)  2025-11-20T10:22Z [--] followers, [--] engagements


"**Salesforce's $CRM to Cease Direct Operations in China Partnering with $BABA Alibaba**"  
[X Link](https://x.com/SecondToKnow/status/1991455239254470935)  2025-11-20T10:35Z [--] followers, [--] engagements


"**UBS Projects S&P [---] Year-End Target of [----] by 2026**"  
[X Link](https://x.com/SecondToKnow/status/1991472033168023640)  2025-11-20T11:41Z [--] followers, [--] engagements


"**Walmart Q3'26 Earnings Beat Expectations with Strong Revenue Growth** - Revenue: $179.5B (Est. $177.45B) UP +5.8% YoY - Adjusted EPS: $0.62 (Est. $0.60) UP +6.9% YoY - U.S. Comp Sales: +4.5% (Est. +3.8%) - FY'26 Adjusted EPS Guidance: $2.58$2.63 (Est. $2.6"  
[X Link](https://x.com/SecondToKnow/status/1991479308800651598)  2025-11-20T12:10Z [--] followers, [--] engagements


"**SK Hynix to Boost 1c DRAM Production by 800% in [----] to Meet Growing AI Inferencing Demand**"  
[X Link](https://x.com/SecondToKnow/status/1991480783543128309)  2025-11-20T12:16Z [--] followers, [--] engagements


"**$ZIM Q3'25 Earnings Beat Expectations: Revenue $1.78B EPS $1.02 Guidance Tightened** - Revenue: $1.78B (Est. $1.79B) - EPS: $1.02 (Est. $0.92) - FY'25 Adjusted EBITDA: $2.0B$2.2B (previously $1.8B$2.2B) - FY'25 Adjusted EBIT: $700M$900M (previously $550M"  
[X Link](https://x.com/SecondToKnow/status/1991483041806761995)  2025-11-20T12:25Z [--] followers, [--] engagements


"**$NVDA Surges 4.8% Pre-Market as Analysts Elevate Price Targets:** - Melius: $320 (up from $300) - Wedbush: $230 (up from $210) - Goldman Sachs: $250 (up from $240) - Rosenblatt: $245 (up from $240) - Jefferies: Price target raised (details not specified)"  
[X Link](https://x.com/SecondToKnow/status/1991483303447478589)  2025-11-20T12:26Z [--] followers, [--] engagements


"**Bath & Body Works (BBWI) Plummets 18% Post-Q3 Miss; Cuts [----] Guidance to Low Single-Digit Decline in Sales** - Q3 EPS: $0.35 vs. $0.40 est - Revenue: $1.6B vs. $1.63B est - [----] Adjusted EPS guidance: $2.87 vs. $3.42 consensus - Q4 sales expected down high s"  
[X Link](https://x.com/SecondToKnow/status/1991485285327389036)  2025-11-20T12:34Z [--] followers, [--] engagements


"**Cipher Mining Secures $830M AI Hosting Deal with Fluidstack; Potential to Reach $2B** Cipher Mining ($CIFR) has signed a 10-year 56MW AI hosting agreement with Fluidstack generating approximately $830 million in contracted revenue. With extension options this dea"  
[X Link](https://x.com/SecondToKnow/status/1991488019271131290)  2025-11-20T12:45Z [--] followers, [--] engagements


"**Verizon to Eliminate Over [-----] Jobs Amid Restructuring Efforts**"  
[X Link](https://x.com/SecondToKnow/status/1991489371191861417)  2025-11-20T12:50Z [--] followers, [--] engagements


"**Verizon $VZ to Slash [-----] Jobs and Shift [---] Stores to Franchises Amid Efficiency Drive**"  
[X Link](https://x.com/SecondToKnow/status/1991490300230136074)  2025-11-20T12:54Z [--] followers, [--] engagements


"🚨 FED SWAPS SIGNAL A DECEMBER RATE CUT IS UNLIKELY"  
[X Link](https://x.com/SecondToKnow/status/1991502239786311792)  2025-11-20T13:41Z [--] followers, [--] engagements


"**Goldman Sachs: December Rate Cut Still Probable Despite Hawkish Signals** Kay Haigh highlights soft labor data and stable inflation as key factors for potential rate cut decisions despite recent Fed comments"  
[X Link](https://x.com/SecondToKnow/status/1991507049037836668)  2025-11-20T14:00Z [--] followers, [--] engagements


"SoftBank to Invest Up to $3 Billion in OpenAI Data Center Factory - The Information"  
[X Link](https://x.com/SecondToKnow/status/1991508775870820629)  2025-11-20T14:07Z [--] followers, [--] engagements


"**Alphabet Shares Surge 4% in Premarket Trading**"  
[X Link](https://x.com/SecondToKnow/status/1991509999080902941)  2025-11-20T14:12Z [--] followers, [--] engagements


"**U.S. Treasury: Expect Full Severance of Lukoil Rosneft from Foreign Assets as Sanctions Kick In**"  
[X Link](https://x.com/SecondToKnow/status/1991514997567156308)  2025-11-20T14:32Z [--] followers, [--] engagements


"NVIDIA STOCK SOARS 5.1% AT OPEN BIGGEST GAIN SINCE NOVEMBER 10"  
[X Link](https://x.com/SecondToKnow/status/1991517271932694871)  2025-11-20T14:41Z [--] followers, [--] engagements


"**US Existing Home Sales Hit 8-Month High**"  
[X Link](https://x.com/SecondToKnow/status/1991523622947811467)  2025-11-20T15:06Z [--] followers, [--] engagements


"🚨 MORGAN STANLEY REVISES FORECAST: NO DECEMBER CUT THREE EXPECTED IN [----] Morgan Stanleys Michael Gapen cites stronger payrolls as a reason for reduced unemployment risk leading to the new projection of three rate cuts in January April and June 2025"  
[X Link](https://x.com/SecondToKnow/status/1991530419276378303)  2025-11-20T15:33Z [--] followers, [--] engagements


"**Wells Fargo: Fed Should Cut Rates by 25bps in December Amid Easing Inflation**"  
[X Link](https://x.com/SecondToKnow/status/1991530651116552328)  2025-11-20T15:34Z [--] followers, [--] engagements


"**Bitcoin Dips 4% Now at $87800**"  
[X Link](https://x.com/SecondToKnow/status/1991550349652684873)  2025-11-20T16:52Z [--] followers, [--] engagements


"**Citadel's Scott Rubner Predicts S&P [---] Soaring to [----] Amid Strong Retail Demand and Nvidia Momentum**"  
[X Link](https://x.com/SecondToKnow/status/1991555559137628579)  2025-11-20T17:13Z [--] followers, [--] engagements


"**CBOE Volatility Index Soars to One-Month High at [-----] Up [----] Points**"  
[X Link](https://x.com/SecondToKnow/status/1991559686659928286)  2025-11-20T17:30Z [--] followers, [--] engagements


"**Goolsbee Warns: Government Control Over Central Bank Risks Inflation and Slower Growth**"  
[X Link](https://x.com/SecondToKnow/status/1991573215240679622)  2025-11-20T18:23Z [--] followers, [--] engagements


"**JPMorgan Warns: NVIDIA's Margins at Risk from Rising Input Costs** JPMorgan highlights that input cost inflation particularly from increasing memory prices may pressure NVIDIA's margins. The company targets mid-70% margins for next year but initial results could"  
[X Link](https://x.com/SecondToKnow/status/1991573265681379369)  2025-11-20T18:24Z [--] followers, [--] engagements


"**Baidu CEO Robin Li: Robotaxis Reach Tipping Point as Apollo Go Achieves Profitability** Baidus Apollo Go is already profitable per vehicle in Wuhan with over [----] cars while expanding into the Middle East and Europe"  
[X Link](https://x.com/SecondToKnow/status/1991589806997139468)  2025-11-20T19:29Z [--] followers, [--] engagements


"**HASSETT: DECEMBER RATE CUT RECOMMENDED BY DATA**"  
[X Link](https://x.com/SecondToKnow/status/1991604421889851671)  2025-11-20T20:27Z [--] followers, [--] engagements


"**WHITE HOUSE: TRUMP ELIMINATES 40% TARIFFS ON BRAZILIAN AIRCRAFT PARTS**"  
[X Link](https://x.com/SecondToKnow/status/1991639762315211040)  2025-11-20T22:48Z [--] followers, [--] engagements


"**Key Market Movements: Wall Street Highlights** - Major indices closed mixed with the S&P [---] down 0.3%. - Tech stocks fell sharply; NASDAQ slid 1.2%. - Energy sector showed resilience amid rising oil prices. - Earnings reports from key companies beat forecasts boos"  
[X Link](https://x.com/SecondToKnow/status/1991657641458987338)  2025-11-20T23:59Z [--] followers, [--] engagements


"**Japan's October Exports Surge 3.6% Year-over-Year Exceeding 1.1% Estimates**"  
[X Link](https://x.com/SecondToKnow/status/1991658655687815174)  2025-11-21T00:03Z [--] followers, [--] engagements


"**Japan Unveils [----] Trillion Extra Budget Amidst Heightened Derivatives Oversight** Regulators tighten rules on spoofing in derivatives following incidents at Nomura with JPX updating guidelines for JGB futures"  
[X Link](https://x.com/SecondToKnow/status/1991773450323784085)  2025-11-21T07:39Z [--] followers, [--] engagements


"**Japan's Finance Minister Signals Potential FX Intervention as Yen Nears [---] Amid Rising Inflation** Japans finance minister Katayama warns of possible FX intervention as USD/JPY approaches [---]. Inflation hits 3% in October surpassing BOJs 2% target with markets"  
[X Link](https://x.com/SecondToKnow/status/1991774809966145617)  2025-11-21T07:44Z [--] followers, [--] engagements


"**Japan Unveils Massive [----] Trillion Stimulus Package: Largest Since Pandemic** The plan allocates [----] trillion for price relief including gas and electricity subsidies and provides a [-----] cash handout per child"  
[X Link](https://x.com/SecondToKnow/status/1991775909322584527)  2025-11-21T07:49Z [--] followers, [--] engagements


"**CATL Set to Reopen Jiangxi Lithium Mine Potentially Boosting Global Supply by 3%** CATL aims to restart its Jianxiawo lithium mine in December awaiting final regulatory approval. This comes as China's lithium futures surpass 100000/ton"  
[X Link](https://x.com/SecondToKnow/status/1991779659021975726)  2025-11-21T08:04Z [--] followers, [--] engagements


"**Enviri $NVRI to Sell Clean Earth Unit to Veolia for $3.04B: Shareholders to Get $14.50-$16.50 Cash Plus New Shares Ahead of Mid-2026 Closing**"  
[X Link](https://x.com/SecondToKnow/status/1991803339152245157)  2025-11-21T09:38Z [--] followers, [--] engagements


"**TSMC Boosts Arizona Fab to Meet AI Demand in $165B US Investment Push CEO C.C. Wei Asserts Commitment**"  
[X Link](https://x.com/SecondToKnow/status/1991814840323907994)  2025-11-21T10:23Z [--] followers, [--] engagements


"**Bitcoin Falls Below $81000 Down 6.59% Intraday**"  
[X Link](https://x.com/SecondToKnow/status/1991847023985975575)  2025-11-21T12:31Z [--] followers, [--] engagements


"**$1.9B in Crypto Liquidations in [--] Hours Amid Market Fear** Coinglass indicates [------] traders were liquidated due to renewed risk-off sentiment and tech stock sell-offs pushing the crypto market into extreme fear"  
[X Link](https://x.com/SecondToKnow/status/1991849749788389650)  2025-11-21T12:42Z [--] followers, [--] engagements


"**S&P [---] Jumps 0.7%; NASDAQ [---] Gains 0.4%**"  
[X Link](https://x.com/SecondToKnow/status/1991910505678819357)  2025-11-21T16:44Z [--] followers, [--] engagements


"**EL-ERIAN ALERTS MARKETS: DONT OVERREACT TO WILLIAMS' DOVISH RATE CUT HINTS**"  
[X Link](https://x.com/SecondToKnow/status/1991914040818606563)  2025-11-21T16:58Z [--] followers, [--] engagements


"**Barrick Gold Negotiates to Reclaim Control of Major Mali Gold Mine**"  
[X Link](https://x.com/SecondToKnow/status/1991972716581355861)  2025-11-21T20:51Z [--] followers, [--] engagements


"**Tyson Foods Shuts Down Major Nebraska Beef Plant Amid $2 Billion Surge in Cattle Costs**"  
[X Link](https://x.com/SecondToKnow/status/1991976122561802307)  2025-11-21T21:04Z [--] followers, [---] engagements


"**S&P [---] Rises 0.9% NASDAQ Climbs 0.8%**"  
[X Link](https://x.com/SecondToKnow/status/1991976490444136786)  2025-11-21T21:06Z [--] followers, [--] engagements


"**Trump White House Prepares Tariff Contingency Before Court Decision**"  
[X Link](https://x.com/SecondToKnow/status/1992227545073525090)  2025-11-22T13:43Z [--] followers, [--] engagements


"**FED'S COLLINS REMAINS CAUTIOUS ON DECEMBER RATE CUT**"  
[X Link](https://x.com/SecondToKnow/status/1992233931241054674)  2025-11-22T14:09Z [--] followers, [--] engagements


"**WILLIAMS COMMENTS BOOST ODDS OF DECEMBER RATE CUT TO 76%** Traders shift toward one more cut after NY Fed President John Williams highlights rising employment risks and easing inflation raising futures odds from 35% to 70% overnight"  
[X Link](https://x.com/SecondToKnow/status/1992985895729799544)  2025-11-24T15:57Z [--] followers, [--] engagements


"**JPMorgan Predicts Oil Supply Surplus May Send Prices to $30s by 2027** A [---] million bpd surplus by [----] could arise driven by rapidly increasing output from non-OPEC+ producers outpacing rising demand"  
[X Link](https://x.com/SecondToKnow/status/1992990447611035980)  2025-11-24T16:15Z [--] followers, [--] engagements


"**BITCOIN ETF SEES RECORD $2.2 BILLION OUTFLOWS AMID INVESTOR CAUTION**"  
[X Link](https://x.com/SecondToKnow/status/1992990708307992649)  2025-11-24T16:16Z [--] followers, [--] engagements


"**US 3Q GDP Advanced Estimate Report Canceled**"  
[X Link](https://x.com/SecondToKnow/status/1993015069144412355)  2025-11-24T17:53Z [--] followers, [--] engagements


"**CME Group's Cryptocurrency Complex Hits All-Time High in Daily Trading Volume**"  
[X Link](https://x.com/SecondToKnow/status/1993016628720910491)  2025-11-24T17:59Z [--] followers, [--] engagements


"**U.S. Gasoline Margins Surge to Year-High Ahead of Thanksgiving Travel** Average margins hit 51.3/gal on Monday staying above [--] for four consecutive days. Fuel retailers are poised for a profitable holiday season"  
[X Link](https://x.com/SecondToKnow/status/1993034235775733882)  2025-11-24T19:09Z [--] followers, [--] engagements


"**BOFA Predicts Gold Price May Soar to $5000 by 2026** Bank of America forecasts gold could hit $5000/oz by [----] citing persistent surging forces. Strategists led by Michael Widmer note gold is "overbought" yet remains "underinvested" amid unique U.S. economic p"  
[X Link](https://x.com/SecondToKnow/status/1993034791214891508)  2025-11-24T19:11Z [--] followers, [--] engagements


"**FED's Daly Advocates for December Rate Cut Points to Labor Market Strength: WSJ**"  
[X Link](https://x.com/SecondToKnow/status/1993058281976479820)  2025-11-24T20:44Z [--] followers, [--] engagements


"**FED RATE CUT DEBATE INTENSIFIES AS MEETING LOOMS** Supporters of Chair Jerome Powell gear up for a potential rate cut next month despite anticipated dissent from other officials. The Fed's division makes the final decision increasingly critical"  
[X Link](https://x.com/SecondToKnow/status/1993145997544112329)  2025-11-25T02:33Z [--] followers, [--] engagements


"**Deutsche Bank Forecasts December Rate Cut Amid Mixed Fed Signals** Deutsche Bank predicts a [--] bps rate cut by the Fed in December followed by a pause until Q3 [----]. Another cut is expected next September under new leadership despite mixed signals on inflation"  
[X Link](https://x.com/SecondToKnow/status/1993296443529216260)  2025-11-25T12:31Z [--] followers, [--] engagements


"**Bessent Warns: Fed's 'Ample Reserves Regime' May Be Deteriorating**"  
[X Link](https://x.com/SecondToKnow/status/1993307087259222507)  2025-11-25T13:13Z [--] followers, [--] engagements


"**Bessent: Fed Governors Favor Rate Cuts**"  
[X Link](https://x.com/SecondToKnow/status/1993308064502759910)  2025-11-25T13:17Z [--] followers, [--] engagements


"Musks XAI Secures $15B at $230B Valuation - Report by Faber on CNBC"  
[X Link](https://x.com/SecondToKnow/status/1993330983425225181)  2025-11-25T14:48Z [--] followers, [--] engagements


"**US Pending Home Sales Surge 1.9% in October Outpacing 0.5% Estimate**"  
[X Link](https://x.com/SecondToKnow/status/1993335586716016802)  2025-11-25T15:06Z [--] followers, [--] engagements


"**BofA: TPUs Boost AI Chip Rivalry But Buy NVDA AVGO AMD** Bank of America notes that while TPUs intensify AI chip competition Nvidia (NVDA) Broadcom (AVGO) and AMD are poised for growth due to rising demand. NVDA is undervalued at 25x despite 40%+ growth poten"  
[X Link](https://x.com/SecondToKnow/status/1993345099401777287)  2025-11-25T15:44Z [--] followers, [--] engagements


"**S&P [---] Faces 8-10% Correction: Raymond James Forecasts Decline** Raymond James predicts an 8-10% drop for the S&P [---] in the next three months amid Novembers lossesS&P and Dow down 2% Nasdaq over 4%driven by tech weakness and poor market breadth"  
[X Link](https://x.com/SecondToKnow/status/1993361446395085061)  2025-11-25T16:49Z [--] followers, [--] engagements


"**Spotify $SPOT to Increase US Subscription Prices in Q1 [----] First Hike Since July 2024; Potential $500M Revenue Boost JPMorgan Estimates**"  
[X Link](https://x.com/SecondToKnow/status/1993393860236743009)  2025-11-25T18:58Z [--] followers, [--] engagements


"**US October Budget Deficit Hits $284.4B Significantly Exceeding Estimates of $230B**"  
[X Link](https://x.com/SecondToKnow/status/1993402651640578193)  2025-11-25T19:33Z [--] followers, [--] engagements


"**Investment Funds Dive Deep into Stocks as Cash Reserves Hit 20-Year Low** US equity mutual funds now hold just 1.2% in cash below previous lows of 1.3% in February and 1.5% before the [----] bear market"  
[X Link](https://x.com/SecondToKnow/status/1993554754904244641)  2025-11-26T05:37Z [--] followers, [--] engagements


"**Key Economic Events for 11/26/2025** - 07:00 EST: US MBA Mortgage Applications - 08:30 EST: US Initial Jobless Claims - 10:00 EST: US New Home Sales - 13:00 EST: US 7-Year Auction - 14:00 EST: Fed's Beige Book Pre-Market Highlights: - 03:35 EST: EHang ($"  
[X Link](https://x.com/SecondToKnow/status/1993594362165707032)  2025-11-26T08:15Z [--] followers, [--] engagements


"**HPQ Faces Setback: FY26 EPS Guidance Lowered & Major Job Cuts on the Horizon** HPQ projects FY26 non-GAAP EPS of $2.90 to $3.20 below the $3.32 estimate. The company plans significant restructuring cutting [----] to [----] jobs with $650M in costs aimed at achievi"  
[X Link](https://x.com/SecondToKnow/status/1993594665606824375)  2025-11-26T08:16Z [--] followers, [--] engagements


"**$NIO Shares Drop on Disappointing Q4 Guidance: Revenue Outlook Revised Down to RMB 34.04B Deliveries Set at 120k-125k**"  
[X Link](https://x.com/SecondToKnow/status/1993621294521483749)  2025-11-26T10:02Z [--] followers, [--] engagements


"**Urban Outfitters Surpasses Q3 Expectations: EPS $1.28 vs. $1.19 Revenue $1.53B vs. $1.48B Strong Brand Comps Drive 48.7% Subscription Growth**"  
[X Link](https://x.com/SecondToKnow/status/1993625750340280468)  2025-11-26T10:19Z [--] followers, [--] engagements


"**Boeing Secures $7.2B in Defense Contracts Including $4.69B Apache Deal for Poland Egypt and Kuwait**"  
[X Link](https://x.com/SecondToKnow/status/1993628025980956959)  2025-11-26T10:28Z [--] followers, [--] engagements


"**$DE Q4'25 Earnings Beat Estimates: Revenue Hits $12.39B; EPS $3.93 But FY'26 Guidance Falls Short**"  
[X Link](https://x.com/SecondToKnow/status/1993641068806779235)  2025-11-26T11:20Z [--] followers, [--] engagements


"**UK OBR Boosts Fiscal Buffer and Extends Income Tax Freeze**: The UK raises its fiscal buffer to 22B by 2029-30 up from 15B and extends the income tax threshold freeze until 2030-31 impacting more taxpayers"  
[X Link](https://x.com/SecondToKnow/status/1993653125513961911)  2025-11-26T12:08Z [--] followers, [--] engagements


"**BREAKING: Chinese Regulators Halt ByteDance's Use of NVIDIA Chips in New Data Centers**"  
[X Link](https://x.com/SecondToKnow/status/1993653216752627777)  2025-11-26T12:09Z [--] followers, [--] engagements


"**Chinese Regulators Prohibit ByteDance from Utilizing Nvidia Chips in New Data Centers**"  
[X Link](https://x.com/SecondToKnow/status/1993653685810028780)  2025-11-26T12:10Z [--] followers, [--] engagements


"**Ghana Slashes Benchmark Interest Rate by 350bps to 18%**"  
[X Link](https://x.com/SecondToKnow/status/1993671284790813086)  2025-11-26T13:20Z [--] followers, [--] engagements


"**JPMorgan Predicts S&P [---] Could Hit [----] By [----] Bull Case at 8000** JPMorgan's [----] outlook anticipates [--] more Fed rate cuts and 1315% annual EPS growth fueled by AI-driven capital expenditure and strong U.S. growth contingent on inflation trends"  
[X Link](https://x.com/SecondToKnow/status/1993672597268250961)  2025-11-26T13:26Z [--] followers, [--] engagements


"**BofA Reiterates Buy on ASML: Strong Demand Surges in DRAM EUV Growth Ahead**"  
[X Link](https://x.com/SecondToKnow/status/1993683858470982132)  2025-11-26T14:10Z [--] followers, [--] engagements


"**AI War Heats Up: $GOOGL $CLS $LITE Drop as $MSFT $CRWV $ORCL $NVDA Rally** Mizuho TMT Desk warns active managers must adapt to avoid losing returns amidst the intensifying winner-take-all trade in AI and TMT"  
[X Link](https://x.com/SecondToKnow/status/1993692921116192852)  2025-11-26T14:46Z [--] followers, [---] engagements


"**El-Erian: Fed Must Provide Stable Guidance Amid Rate-Cut Volatility**"  
[X Link](https://x.com/SecondToKnow/status/1993704446698955219)  2025-11-26T15:32Z [--] followers, [--] engagements


"**$RIO Tinto Could Sell U.S. Boron Business for $2 Billion Key for 30% of Global Supply**"  
[X Link](https://x.com/SecondToKnow/status/1993715027581575238)  2025-11-26T16:14Z [--] followers, [--] engagements


"**Silver Surges 3% to $52.94/Oz**"  
[X Link](https://x.com/SecondToKnow/status/1993718227235709381)  2025-11-26T16:27Z [--] followers, [--] engagements


"**Blackstone $BX on the Brink of $4B Acquisition of MacLean Power Systems - Bloomberg**"  
[X Link](https://x.com/SecondToKnow/status/1993723961495245107)  2025-11-26T16:50Z [--] followers, [--] engagements


"**USTR Extends Exclusions on China Section [---] Tariffs Amid Forced Technology Transfer Probe**"  
[X Link](https://x.com/SecondToKnow/status/1993725356596187592)  2025-11-26T16:55Z [--] followers, [--] engagements


"**BITCOIN SURGES ABOVE $90000**"  
[X Link](https://x.com/SecondToKnow/status/1993745542145560951)  2025-11-26T18:15Z [--] followers, [--] engagements


"**JPMorgan Forecasts Bitcoin Could Hit $240000 Shifts from Retail to Institutional Asset Class**"  
[X Link](https://x.com/SecondToKnow/status/1993773478944886996)  2025-11-26T20:06Z [--] followers, [--] engagements


"**JP Morgan Forecasts [--] BPS Rate Cut by US Fed in December [----] Upending Prior No-Cut Outlook**"  
[X Link](https://x.com/SecondToKnow/status/1993900036737171546)  2025-11-27T04:29Z [--] followers, [--] engagements


"**Kevin Hassett Emerges as Clear Favorite for Next Fed Chair Markets Respond** 📊 Prediction market data: - Hassett: 55% - Waller: 19% - Warsh: 15% Hassett advocates for aggressive rate cuts"  
[X Link](https://x.com/SecondToKnow/status/1994080331612279245)  2025-11-27T16:26Z [--] followers, [--] engagements


"**Alibaba and ByteDance Shift AI Training to Southeast Asia Amid U.S. Chip Ban** FT reports that Alibaba and ByteDance are now utilizing Southeast Asian data centers to train their latest AI models. This move aims to secure access to Nvidia ($NVDA) chips after the U"  
[X Link](https://x.com/SecondToKnow/status/1994087893564870707)  2025-11-27T16:56Z [--] followers, [--] engagements


"**Trump Proposes Near-Complete Income Tax Cuts Funded by Tariff Revenues**"  
[X Link](https://x.com/SecondToKnow/status/1994192914201608467)  2025-11-27T23:53Z [--] followers, [--] engagements


"**Switzerland Faces 0.5% Economic Contraction in Q3: First Decline Since [----] Amid Pharma Export Drop**"  
[X Link](https://x.com/SecondToKnow/status/1994320949319967044)  2025-11-28T08:22Z [--] followers, [--] engagements


"**Morgan Stanley Flags Rising Credit Risk for Oracle as CDS Approaches [----] Highs** Morgan Stanley warns that Oracle faces increasing credit risk with 5-year CDS at 1.25% and potential escalation to near 2% if market concerns over AI data center funding persist"  
[X Link](https://x.com/SecondToKnow/status/1994334485735727392)  2025-11-28T09:16Z [--] followers, [--] engagements


"**Deutsche Bank Raises [----] Gold Price Forecast to $4450/OZ Amid Strong Demand**"  
[X Link](https://x.com/SecondToKnow/status/1995173933373390882)  2025-11-30T16:51Z [--] followers, [--] engagements


"**TRUMP DECLARES FUTURE FED CHAIR SELECTED ANNOUNCEMENT COMING SOON**"  
[X Link](https://x.com/SecondToKnow/status/1995250479274795091)  2025-11-30T21:55Z [--] followers, [--] engagements


"**Bitcoin Plummets Below $86K Amid $600M Long Liquidations as Japan's Bond Yields Hit Multi-Year Highs**"  
[X Link](https://x.com/SecondToKnow/status/1995381701330227255)  2025-12-01T06:37Z [--] followers, [--] engagements


"**Trump Eyeing Kevin Hassett as Next Fed Chair: Rate Cuts Ahead** Trump hints at announcing his pick for the next Fed chair with NEC chief Kevin Hassett leading the race amid expectations for lower interest rates post-Powells term ending in May. Polymarket odds als"  
[X Link](https://x.com/SecondToKnow/status/1995384393503019215)  2025-12-01T06:48Z [--] followers, [--] engagements


"**BOJ Governor Ueda Hints at Potential Rate Hike in December; Markets Price 76% Odds** - BOJ to consider rate hike at Dec [--] meeting. - Swaps indicate 76% odds for December 94% for January. - JGB 10Y yield at 1.84% 20Y at 2.88% highest since [----] and [----]. - Yen"  
[X Link](https://x.com/SecondToKnow/status/1995384694230429737)  2025-12-01T06:49Z [--] followers, [--] engagements


"**SOFTBANK CEO SON: "Reluctantly Sold $NVDA to Fund AI Innovation Amidst Coming AI Superintelligence Projected to Replace 10% of Global GDP."**"  
[X Link](https://x.com/SecondToKnow/status/1995410085007527973)  2025-12-01T08:30Z [--] followers, [--] engagements


"**TD Cowen Upgrades $TSLA to Buy with $509 PT After Impressive RoboTaxi Test in Austin**"  
[X Link](https://x.com/SecondToKnow/status/1995412650185179298)  2025-12-01T08:40Z [--] followers, [--] engagements


"**Morgan Stanley Upgrades ASML to Top Pick: Strong DRAM Demand and Foundry Investment to Drive Growth** Morgan Stanley anticipates increasing lithography demand a favorable DRAM cycle and rising foundry spending will bolster ASML's momentum prompting their upgrade"  
[X Link](https://x.com/SecondToKnow/status/1995440814009507993)  2025-12-01T10:32Z [--] followers, [--] engagements


"**Airbus Shares Plunge 5% After Quality Issues Delay A320 Deliveries**"  
[X Link](https://x.com/SecondToKnow/status/1995448458119917569)  2025-12-01T11:02Z [--] followers, [--] engagements


"**Seaport Global Securities Issues Sell Rating on NVIDIA ($NVDA) Targets $140 Amid Intensifying Competition**: Nvidia is adapting through varied sales strategies to combat mounting competitive pressures with current financials not fully capturing these efforts"  
[X Link](https://x.com/SecondToKnow/status/1995449137341313371)  2025-12-01T11:05Z [--] followers, [--] engagements


"**Skyrocketing Core Cloud Revenue Growth: $GOOGL +108% $BABA +93% $AMZN +54% $MSFT +44% $BIDU +18%Diverse Momentum in the AI Era**"  
[X Link](https://x.com/SecondToKnow/status/1995452543476940977)  2025-12-01T11:18Z [--] followers, [--] engagements


"**BofA Adjusts Forecast: Predicted 25bps Rate Cut in December Terminal Rate Steady** Key factors: - Unemployment rate rises to 4.44% in September - Williams supports a cut post-data release shifting market expectations from hold to cut"  
[X Link](https://x.com/SecondToKnow/status/1995456347228250605)  2025-12-01T11:34Z [--] followers, [--] engagements


"**Brookfield $BAM Acquires Fosber for $900M in Major Packaging Machinery Deal** Brookfield is purchasing Italian corrugated-packaging machinery maker Fosber from China's Guangdong Dongfang Precision funding the deal with $480M from Brookfield Capital Partners and $"  
[X Link](https://x.com/SecondToKnow/status/1995462279790215355)  2025-12-01T11:57Z [--] followers, [--] engagements


"**Puerto Rico Board Approves New Fortress Energy's $3.2B LNG Deal** New Fortress Energy's seven-year LNG supply deal for San Juan and Palo Seco receives conditional approval reducing the original 15-year $20B contract while incorporating backup supply and enhanced"  
[X Link](https://x.com/SecondToKnow/status/1995466955856175340)  2025-12-01T12:16Z [--] followers, [--] engagements


"**Shopify Reports $6.2B in Black Friday Sales Up 25% YoY But Growth Slows Below Expectations** Shopify $SHOP announced that merchants achieved $6.2 billion in Black Friday sales a 25% year-over-year increase (22% excluding FX). This outperformed Salesforce and Adob"  
[X Link](https://x.com/SecondToKnow/status/1995478833651151297)  2025-12-01T13:03Z [--] followers, [--] engagements


"**Nvidia Invests $2B in Synopsys for Enhanced AI Engineering Partnership** Nvidia ($NVDA) is investing $2 billion in Synopsys ($SNPS) at $414.79 per share to strengthen AI engineering collaboration integrating Nvidia GPUs and CUDA with Synopsys tools for sectors like"  
[X Link](https://x.com/SecondToKnow/status/1995481535760228815)  2025-12-01T13:14Z [--] followers, [--] engagements


"**DECEMBER FED RATE CUT Appears Likely Amid Powell's Silence**"  
[X Link](https://x.com/SecondToKnow/status/1995499789409267861)  2025-12-01T14:26Z [--] followers, [--] engagements


"**Alphabet Set to Gain Billions with Major TPU Production Increase** Morgan Stanley predicts significant revenue growth for Alphabet as TPU production ramps up with projections of [--] million TPUs in [----] and [--] million in 2028"  
[X Link](https://x.com/SecondToKnow/status/1995500175578878303)  2025-12-01T14:28Z [--] followers, [--] engagements


"**Wall Street Opens Lower Amid Market Concerns**"  
[X Link](https://x.com/SecondToKnow/status/1995502289998811591)  2025-12-01T14:36Z [--] followers, [--] engagements


"**US S&P Manufacturing PMI for November Hits Final [----] Beating Estimates of 51.9; Goldman Sachs Upgrades $CHYM to Buy with $27 Target Signaling 28% Upside.**"  
[X Link](https://x.com/SecondToKnow/status/1995506069746139231)  2025-12-01T14:51Z [--] followers, [--] engagements


"**U.S. Nov ISM Manufacturing PMI Indicates Continued Contraction: [----] vs. Est. 49.0; New Orders Drop to [----] Employment Plummets to 44.0; Prices Paid Rise to 58.5** NVIDIA CEO Jensen Huang: AI Set to Transform Every Industry"  
[X Link](https://x.com/SecondToKnow/status/1995509913490190440)  2025-12-01T15:06Z [--] followers, [--] engagements


"**Bank of America: Anticipates Fed Rate Cut Now Cautions Future Limitations** Bank of America predicts a [----] percentage-point reduction by year-end leaving just [---] points for [----]. Early cuts may restrict future easing"  
[X Link](https://x.com/SecondToKnow/status/1995513906958348746)  2025-12-01T15:22Z [--] followers, [--] engagements


"**Morgan Stanley Forecasts Google to Sell 5M TPUs in [----] 7M in [----] Driving $26B Revenue Growth Amid Weak U.S. Manufacturing PMI** - 500k TPUs could = $13B revenue $0.40 EPS boost - 1GW TCO on TPUs at $700M/year 30% cheaper than Nvidia - U.S. Nov ISM Manuf"  
[X Link](https://x.com/SecondToKnow/status/1995523444574978540)  2025-12-01T16:00Z [--] followers, [--] engagements


"**Interactive Brokers Reports Strong November Activity: DARTs Up 29% YoY Client Equity Soars to $770B** - DARTs: 4.27M (+29% YoY -4% MoM) - Client equity: $770B (+34% YoY) - Accounts: 4.31M (+33% YoY) - Margin loans: $83B (+38% YoY) - Client cash/credit balances: $1"  
[X Link](https://x.com/SecondToKnow/status/1995544785361240545)  2025-12-01T17:25Z [--] followers, [--] engagements


"**Jane Street and Citadel Securities Report Record Q3 Trading Revenues** - Jane Street: $6.83B 18% YoY increase - Citadel Securities: $2.64B 9% YoY increase"  
[X Link](https://x.com/SecondToKnow/status/1995555204150743211)  2025-12-01T18:06Z [--] followers, [--] engagements


"**Trump Expected to Announce Fed Chair Pick This Week** Treasury Secretary Scott Bessent confirms Trump has selected a candidate with an announcement possible by December 2-3"  
[X Link](https://x.com/SecondToKnow/status/1995560216650547628)  2025-12-01T18:26Z [--] followers, [--] engagements


"**Deutsche Bank Predicts S&P [---] to Reach [----] by End of 2026** Bankim Chadha cites broad earnings growth beyond megacap tech with current positioning near neutrality and the potential for elevated multiples"  
[X Link](https://x.com/SecondToKnow/status/1995585532592812082)  2025-12-01T20:07Z [--] followers, [--] engagements


"**Starbucks Settles for $38.9M in NYC Worker Protection Violations; South Korea Acquires First 13K NVIDIA GPUs in Major $10.4B Plan**"  
[X Link](https://x.com/SecondToKnow/status/1995586516840841401)  2025-12-01T20:11Z [--] followers, [--] engagements


"**MongoDB Q3'26 Earnings Exceed Expectations: Revenue at $628.3M (+19% YoY) Adj EPS of $1.32** - Q3 Subscription Revenue: $609.1M (+19% YoY) - Atlas Revenue Surges 30% YoY Constituting 75% of Total Revenue - FY'26 Revenue Guidance Raised: $2.434B$2.439B (Est. $2.0B"  
[X Link](https://x.com/SecondToKnow/status/1995603009863360764)  2025-12-01T21:16Z [--] followers, [--] engagements


"**U.S. to Cut Tariffs on South Korean Autos to 15% Starting Nov [--] Says Lutnick**"  
[X Link](https://x.com/SecondToKnow/status/1995607044880302564)  2025-12-01T21:32Z [--] followers, [--] engagements


"**U.S. to Reduce Tariffs on South Korean Autos to 15% Starting November 1** Secretary Lutnick announces significant U.S.-Korea trade deal as South Korea advances strategic-investment legislation"  
[X Link](https://x.com/SecondToKnow/status/1995607312401399917)  2025-12-01T21:33Z [--] followers, [--] engagements


"**Vanguard Opens ETF and Mutual Fund Trading for $BTC $ETH $XRP $SOL to 50M+ Clients**"  
[X Link](https://x.com/SecondToKnow/status/1995609459817939007)  2025-12-01T21:42Z [--] followers, [--] engagements


"**Super Micro ($SMCI) Sees Strong Long-Term AI Demand; Nvidia ($NVDA) May Export H200 GPUs to China** Raymond James highlights strong AI demand with $13B in GB300 business in December. Super Micro is focused on long-term demand and can pass on higher costs. US Comme"  
[X Link](https://x.com/SecondToKnow/status/1998107301081968888)  2025-12-08T19:07Z [--] followers, [--] engagements


"**WARREN: PARAMOUNT-SKYDANCE DEAL TRIGGERS MAJOR ANTITRUST ALERT $PSKY $NFLX $WBD**"  
[X Link](https://x.com/SecondToKnow/status/1998107814628094082)  2025-12-08T19:10Z [--] followers, [--] engagements


"**Bid Battle for Warner Bros Discovery: Paramount Skydance vs. Netflix** - Paramount Skydance offers $30/share all-cash pegging WBD's value at $108B. - Involvement from Ellison Gulf Capital and Kushner with promises of swift deal closure and favorable antitrust pos"  
[X Link](https://x.com/SecondToKnow/status/1998140298636021803)  2025-12-08T21:19Z [--] followers, [--] engagements


"**HelloFresh Faces Decline as Morgan Stanley Highlights Struggles in US Ready-to-Eat Division** - Stock down significantly following Morgan Stanley's report. - Ongoing deterioration in Factor HelloFresh's ready-to-eat unit. - [----] RTE revenue projected flat. - [----] m"  
[X Link](https://x.com/SecondToKnow/status/1998310440213066185)  2025-12-09T08:35Z [--] followers, [--] engagements


"**S&P [---] FOMC Day Reactions in 2023: Mixed Signals Reflect Market Uncertainty** - JAN: -0.44% (Pause) - MAR: +1.06% (Pause) - MAY: +0.43% (Pause) - JUN: -0.02% (Pause) - JUL: -0.12% (Pause) - SEP: -0.12% (25bps Cut) - OCT: +0.05% (25bps Cut) - DEC: Impl"  
[X Link](https://x.com/SecondToKnow/status/1998313433926680684)  2025-12-09T08:47Z [--] followers, [--] engagements


"**BitMine Immersion Acquires [------] ETH Boosts Holdings to 3.86M ETH Worth $435M**"  
[X Link](https://x.com/SecondToKnow/status/1998317144228987090)  2025-12-09T09:01Z [--] followers, [--] engagements


"**Goldman Sachs Downgrades $NCLH to Neutral Cuts Price Target to $21 Amid Caribbean Supply Concerns** Analyst Lizzie Dove cites unfavorable risk-reward dynamics for [----] driven by NCLH's overexposure to the Caribbean market and potential yield pressure from aggressi"  
[X Link](https://x.com/SecondToKnow/status/1998318837339431165)  2025-12-09T09:08Z [--] followers, [--] engagements


"**NVIDIA's Potential AI Revenue Surge: Trump's China Deal Could Boost EPS by [--] Cents per $10B** President Trump announces approval for NVIDIA to supply H200 AI chips in China increasing sales tax from 15% to 25%. H200 outperforming H20 faces scrutiny from Congress"  
[X Link](https://x.com/SecondToKnow/status/1998325307443433877)  2025-12-09T09:34Z [--] followers, [--] engagements


"**SK Hynix Considers 2.4% US ADR Listing to Boost Valuation and Compete with Micron**"  
[X Link](https://x.com/SecondToKnow/status/1998326701533638969)  2025-12-09T09:39Z [--] followers, [--] engagements


"**Raymond James Releases [----] Analyst Best Picks: Key Stocks Include Boston Scientific Chubb and DoorDash** Taiwan's November Exports Surge 56% YoY to Record $64B Driven by AI and Chip Demand. December Exports Expected to Rise 40-45% YoY"  
[X Link](https://x.com/SecondToKnow/status/1998340855711576209)  2025-12-09T10:36Z [--] followers, [--] engagements


"**HSBC Boosts Micron ($MU) with Buy Rating Targeting $330 Amid Strong Growth Potential** Micron's shares have surged 172% YTD despite recent market concerns. HSBC sees growth from DRAM price hikes margin expansion with 1gamma technology and significant gains in t"  
[X Link](https://x.com/SecondToKnow/status/1998347839747817690)  2025-12-09T11:03Z [--] followers, [--] engagements


"**Home Depot Maintains Conservative FY25 Guidance Amidst Economic Pressures** - FY25: 3% sales growth slightly positive comps EPS down 6% from [----] margin 12.6%. - Early FY26: Flat to +2% comps EPS flat to +4%; recovery case of 5% to 6% sales growth. - Chin"  
[X Link](https://x.com/SecondToKnow/status/1998350333748088903)  2025-12-09T11:13Z [--] followers, [--] engagements


"**Headline: Home Depot Optimistic About Housing Market Recovery; Novartis Teams Up with Relation Therapeutics for $55M AI-Driven Drug Discovery** - Home Depot ($HD) expects housing pressures to rebound boosting home-improvement growth. - Novartis ($NVS) partners wi"  
[X Link](https://x.com/SecondToKnow/status/1998350847663620525)  2025-12-09T11:15Z [--] followers, [--] engagements


"**EssilorLuxottica Shares Plunge 4.4% Losing Over 6B Amid Googles AI Glasses Plans**"  
[X Link](https://x.com/SecondToKnow/status/1998354172157018278)  2025-12-09T11:28Z [--] followers, [--] engagements


"**Microsoft to Invest Over $5.4B in Canadian Cloud and AI Infrastructure** Microsoft $MSFT plans to invest more than C$7.5B ($5.4B) in Canada within two years to enhance its cloud and AI capabilities increasing local data center capacity. **HSBC Initiates Coverage"  
[X Link](https://x.com/SecondToKnow/status/1998354266151440815)  2025-12-09T11:29Z [--] followers, [--] engagements


"**ExxonMobil Boosts [----] Targets: $25B Higher Earnings $35B More Free Cash Flow**"  
[X Link](https://x.com/SecondToKnow/status/1998361763008725362)  2025-12-09T11:59Z [--] followers, [--] engagements


"**$CGNT Beats Q3 Earnings Expectations; Raises FY26 Guidance; ExxonMobil Boosts [----] Earnings and Cash Flow Targets** - **$CGNT Q3'26 Revenue:** $100.7M (vs. est. $99.58M) - **EPS:** $0.03 (vs. est. $0.01) - **FY26 Guidance:** Revenue: $400M (vs. est. $396M) EPS:"  
[X Link](https://x.com/SecondToKnow/status/1998365430713606156)  2025-12-09T12:13Z [--] followers, [--] engagements


"**JPMorgan: Emerging Markets Thrive with Weaker or Stable USD**"  
[X Link](https://x.com/SecondToKnow/status/1998374142845096348)  2025-12-09T12:48Z [--] followers, [--] engagements


"**Smackover Lithium Secures $1B in Funding Interest for Arkansas Lithium Project** Smackover Lithium a joint venture between Standard Lithium ($SLI) and Equinor ($EQNR) has attracted over $1B in funding interest from EXIM Export Finance Norway and another ECA to a"  
[X Link](https://x.com/SecondToKnow/status/1998384826622046374)  2025-12-09T13:30Z [--] followers, [--] engagements


"**China to Limit Access to Nvidia H200 Chips Despite Trump Export Approval** China is set to impose restrictions on Nvidias H200 AI chips even following former President Trump's export endorsement. Regulators are contemplating a controlled approval process for buyer"  
[X Link](https://x.com/SecondToKnow/status/1998388987367477445)  2025-12-09T13:47Z [--] followers, [--] engagements


"**Fed Anticipates Rate Cut to 3.50%-3.75% & $45B Monthly Treasury Bill Purchases**"  
[X Link](https://x.com/SecondToKnow/status/1998397049662755033)  2025-12-09T14:19Z [--] followers, [--] engagements


"**FDA Intensifies Safety Review of Approved Infant RSV Treatments** Smackover Lithium a joint venture of Standard Lithium ($SLI) and Equinor ($EQNR) reports over $1B in interest from EXIM Export Finance Norway and another ECA to fund its lithium project in South We"  
[X Link](https://x.com/SecondToKnow/status/1998400968350650760)  2025-12-09T14:34Z [--] followers, [--] engagements


"**Teleflex $TFX Sells Businesses for $2.03B Plans $1B Buyback and Debt Reduction** Teleflex has agreed to divest its Acute Care Interventional Urology and OEM divisions for $2.03 billion in cash expecting approximately $1.8 billion in net proceeds. The company pl"  
[X Link](https://x.com/SecondToKnow/status/1998401863469740397)  2025-12-09T14:38Z [--] followers, [--] engagements


"**HASSETT: GDP Growth Potential Exceeds 3% Possibly 4%+**"  
[X Link](https://x.com/SecondToKnow/status/1998407750879965324)  2025-12-09T15:01Z [--] followers, [--] engagements


"DA DAVIDSON: $CWAN VALUED UP TO $34 PER SHARE IN A BUYOUT; GOOGLE CLOUDS GEMINI CHOSEN FOR U.S. MILITARY AI PLATFORM"  
[X Link](https://x.com/SecondToKnow/status/1998426780332388704)  2025-12-09T16:17Z [--] followers, [---] engagements


"**December Fed Meeting: 95% Odds for Hawkish 25bp Rate Cut** Markets and analysts anticipate a 25bp rate cut with a strong consensus among major banks. The dot plot remains mostly unchanged since September"  
[X Link](https://x.com/SecondToKnow/status/1998426948259737628)  2025-12-09T16:18Z [--] followers, [--] engagements


"**FED RATE CUTS TO ELEVATE RISK ASSETS SAYS NEUBERGER CIO** Shannon Saccocia anticipates that impending Fed rate cuts and AI-driven productivity will enhance equities and risk assets historically favoring stock performance outside of recession periods"  
[X Link](https://x.com/SecondToKnow/status/1998426998562025689)  2025-12-09T16:18Z [--] followers, [--] engagements


"**Crypto Surge: Bitcoin Hits $93K Ethereum Reaches $3.3K Ahead of FOMC** Key Stocks: $BTC $ETH $TONX $COIN $MSTR $MARA"  
[X Link](https://x.com/SecondToKnow/status/1998431007649743144)  2025-12-09T16:34Z [--] followers, [---] engagements


"**Solid Demand at US 10Y Auction Yield Rises to 4.175%**: Treasury sells $39B in 10-year notes; bid-to-cover hits [----]. JPM's Marianne Lake warns of a "fragile" consumer backdrop forecasts [----] card charge-offs at 3.3% and expects modest Q4 revenue growth"  
[X Link](https://x.com/SecondToKnow/status/1998461506611011794)  2025-12-09T18:35Z [--] followers, [--] engagements


"Nvidia's $NVDA H200 Chips Face US Security Review Before Exporting to China"  
[X Link](https://x.com/SecondToKnow/status/1998478644713271435)  2025-12-09T19:43Z [--] followers, [--] engagements


"**SpaceX Plans [----] IPO Targeting $1.5T Valuation and Over $30B Raise** - Expected sales: $15B in [----] $22B-$24B in [----] - 5% float could surpass Saudi Aramco's $29B record"  
[X Link](https://x.com/SecondToKnow/status/1998508790224925018)  2025-12-09T21:43Z [--] followers, [--] engagements


"**Mechanics Bancorp $MCHB Sells $1.8B Fannie Mae DUS Business to Fifth Third $FITB Closing in Q1 2026** **SPACEX Aiming for $30B IPO in [----] at $1.5T Valuation Sources Say**"  
[X Link](https://x.com/SecondToKnow/status/1998508997369057335)  2025-12-09T21:44Z [--] followers, [---] engagements


"**Cracker Barrel $CBRL Reports Disappointing Q1'26: Revenue Misses at $797.2M EPS at -$0.74; Sees Ongoing Headwinds** - YoY Revenue Down 5.7% - Adjusted EBITDA Falls to $7.2M from $45.8M - Guidance Revised: FY26 Revenue $3.2B - $3.3B - Comparable Restaurant Sales Dow"  
[X Link](https://x.com/SecondToKnow/status/1998509129405706493)  2025-12-09T21:44Z [--] followers, [--] engagements


"**Guggenheim Initiates Retail Coverage: Buy Recommendations on Nike Ross TJX On Running Birkenstock and Under Armour; GE Increases Buyback to $10B and Doubles Dividend**"  
[X Link](https://x.com/SecondToKnow/status/1998509416212320615)  2025-12-09T21:45Z [--] followers, [--] engagements


"**China's November CPI Slightly Rises to 0.7% PPI Drops 2.2%: Profit Pressures Mount**"  
[X Link](https://x.com/SecondToKnow/status/1998679864665165907)  2025-12-10T09:03Z [--] followers, [--] engagements


"**Lucid's Interim CEO Reports Declining EV Demand in US and Europe Yet Plans to Produce 18K Vehicles in 2023**"  
[X Link](https://x.com/SecondToKnow/status/1998695931743551658)  2025-12-10T10:06Z [--] followers, [--] engagements


"**TSMC Boosts CoWoS Capacity: 127k Wafers Monthly by [----] $NVDA Secures Half** TSMC's advanced CoWoS packaging capacity is set to reach 127k wafers per month by [----] with non-TSMC providers at 40k. NVIDIA is projected to reserve over 50% of this volume through 2026-"  
[X Link](https://x.com/SecondToKnow/status/1998697201317314878)  2025-12-10T10:12Z [--] followers, [--] engagements


"**Chewy ($CHWY) Shares Plunge 7% Pre-Market Following Q4 Earnings Guidance Miss** Q4 EPS forecast slashed to $0.24-$0.27 vs $0.29 expected despite strong Q3 results: EPS at $0.32 and $3.12B revenue (+8.3% Y/Y) with Autoship revenue surging 14% to $2.6B"  
[X Link](https://x.com/SecondToKnow/status/1998789347928092755)  2025-12-10T16:18Z [--] followers, [--] engagements


"**Adobe's Steady Gross Margin Faces Q4 Test Amid 22.4% YTD Drop; IBM Bets Big on AI with $11B Confluent Acquisition**"  
[X Link](https://x.com/SecondToKnow/status/1998789797587071173)  2025-12-10T16:19Z [--] followers, [--] engagements


"**MARKETS ANXIOUS OVER FED'S [----] OUTLOOK NOT RATE CUT** Kalshi shows a 97% likelihood of a [--] bps cut today yet real concern lies in the Feds projections for [----] indicating only one cut next year and a 3.4% year-end rate. Analysts anticipate a shift to neutral or"  
[X Link](https://x.com/SecondToKnow/status/1998789852570309031)  2025-12-10T16:20Z [--] followers, [--] engagements


"**Nasdaq [---] $QQQ FOMC Day Reactions in 2023: Mixed Signals and Implied Volatility Ahead** - JAN: -0.21% (Pause) - MAR: +1.28% (Pause) - MAY: +0.40% (Pause) - JUN: -0.01% (Pause) - JUL: +0.14% (Pause) - SEP: -0.21% (25bps Cut) - OCT: +0.48% (25bps Cut) -"  
[X Link](https://x.com/SecondToKnow/status/1998789905275912292)  2025-12-10T16:20Z [--] followers, [--] engagements


"**AMAZON TO PAY $582 MILLION TO SETTLE ITALY TAX PROBE; LONG-TERM FUNDAMENTALS REMAIN STRONG** **FIVE LAWSUITS FILED AGAINST INTEL AMD TEXAS INSTRUMENTS AND MOUser ALLEGING FAILURE TO PREVENT CHIP DIVERSION TO RUSSIA AND IRAN.**"  
[X Link](https://x.com/SecondToKnow/status/1998789958719729975)  2025-12-10T16:20Z [--] followers, [--] engagements


"**Key Earnings Reports After the Bell Today:** - **$ORCL:** Rev est: $16.17B EPS est: $1.50 - **$ADBE:** Rev est: $6.11B EPS est: $4.99 - **$SNPS:** Rev est: $2.24B EPS est: $2.30 - **$PL:** Rev est: $71.99M EPS est: ($0.05) - **$MTN:** Rev est: $273.38M EPS est: ("  
[X Link](https://x.com/SecondToKnow/status/1998810386687291830)  2025-12-10T17:41Z [--] followers, [--] engagements


"**Fed Lowers Rates to 3.5-3.75% Amid Optimistic Projections for GDP and Inflation** The Federal Reserve voted 9-3 to cut rates projecting [----] GDP growth at 2.3% (up from 1.8% in September) PCE inflation at 2.4% (vs. 2.6%) and unemployment at 4.4%. Expected funds r"  
[X Link](https://x.com/SecondToKnow/status/1998833476032991580)  2025-12-10T19:13Z [--] followers, [--] engagements


"S&P [---] RISES 0.38% FOLLOWING FED RATE CUT"  
[X Link](https://x.com/SecondToKnow/status/1998834255841898749)  2025-12-10T19:16Z [--] followers, [--] engagements


"🚨 **FirstToKnow:** ### Key Market Events for 12/11/2025: - **08:00:** OPEC Monthly Report (Tentative) - **08:30:** US Trade Balance & Initial Jobless Claims - **10:00:** Nvidia Senate Bill (Tentative) - **13:00:** US 30-Year Bond Auction **Earnings Reports:** - **Pre"  
[X Link](https://x.com/SecondToKnow/status/1999033356798099512)  2025-12-11T08:27Z [--] followers, [--] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing