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# ![@TipRanks Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::725577499.png) @TipRanks TipRanks

Eli Lilly ($LLY) is making significant strides with its weight loss pill, Orforglipron, which recently received an upgrade from HSBC to "hold" from "reduce" due to promising phase [--] trial results and potential for a [----] launch. The pill's success could boost investor confidence and market valuation. Additionally, the company is advancing its Alzheimer's treatment and other studies, further solidifying its position.

### Engagements: [-----] [#](/creator/twitter::725577499/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::725577499/c:line/m:interactions.svg)

- [--] Week [------] -27%
- [--] Month [-------] -18%
- [--] Months [---------] -9.80%
- [--] Year [---------] +420%

### Mentions: [--] [#](/creator/twitter::725577499/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::725577499/c:line/m:posts_active.svg)

- [--] Week [---] -22%
- [--] Month [---] +19%
- [--] Months [-----] -20%
- [--] Year [-----] +211%

### Followers: [------] [#](/creator/twitter::725577499/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::725577499/c:line/m:followers.svg)

- [--] Week [------] +0.14%
- [--] Month [------] +1.30%
- [--] Months [------] +11%
- [--] Year [------] +18%

### CreatorRank: [---------] [#](/creator/twitter::725577499/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::725577499/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  86.86% [finance](/list/finance)  43.07% [technology brands](/list/technology-brands)  30.66% [cryptocurrencies](/list/cryptocurrencies)  11.68% [countries](/list/countries)  8.76% [financial services](/list/financial-services)  #635 [currencies](/list/currencies)  4.38% [automotive brands](/list/automotive-brands)  4.38% [exchanges](/list/exchanges)  2.19% [travel destinations](/list/travel-destinations)  1.46%

**Social topic influence**
[target](/topic/target) #1500, [ai](/topic/ai) 18.25%, [sentiment](/topic/sentiment) #886, [strong](/topic/strong) 12.41%, [growth](/topic/growth) 8.03%, [stocks](/topic/stocks) #4144, [$amat](/topic/$amat) #115, [$googl](/topic/$googl) 6.57%, [in the](/topic/in-the) 5.84%, [truth](/topic/truth) 5.84%

**Top accounts mentioned or mentioned by**
[@maximus163](/creator/undefined) [@mikey_t_ac](/creator/undefined) [@techequityeng](/creator/undefined) [@chrisjversace](/creator/undefined) [@stockwatch369](/creator/undefined) [@prospero_ai](/creator/undefined) [@hoperemy](/creator/undefined) [@degentoxic](/creator/undefined) [@99dot9percent](/creator/undefined) [@_xdfh](/creator/undefined) [@alex_itrc](/creator/undefined) [@yianisz](/creator/undefined) [@grok](/creator/undefined) [@stocktradernet](/creator/undefined) [@brianander81](/creator/undefined) [@smallcapcanada](/creator/undefined) [@common8er](/creator/undefined) [@robenneriah](/creator/undefined) [@darkstonecap](/creator/undefined) [@da54293](/creator/undefined)

**Top assets mentioned**
[Applied Materials, Inc. (AMAT)](/topic/$amat) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Robinhood Markets, Inc.  (HOOD)](/topic/$hood) [Novo-Nordisk (NVO)](/topic/$nvo) [Microsoft Corp. (MSFT)](/topic/$msft) [SoFi Technologies, Inc. Common Stock (SOFI)](/topic/sofi-technologies) [RAI Finance (SOFI)](/topic/$sofi) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Tesla, Inc. (TSLA)](/topic/tesla) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Shopify Inc (SHOP)](/topic/$shop) [Circle Internet Group, Inc. (CRCL)](/topic/$crcl) [MP Materials Corp. (MP)](/topic/$mp) [JPMorgan Chase (JPM)](/topic/$jpm) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [CatCoin (CAT)](/topic/$cat) [Eli Lilly and Company (LLY)](/topic/$lly) [Coinbase Global Inc. (COIN)](/topic/coinbase) [Mario Coin (COIN)](/topic/$coin) [Cloudflare, Inc. (NET)](/topic/cloudflare) [Block, Inc. (XYZ)](/topic/$xyz) [AppLovin Corporation (APP)](/topic/applovin) [UnitedHealth Group (UNH)](/topic/$unh) [Alibaba Group (BABA)](/topic/$baba) [Basis Cash (BAC)](/topic/$bac) [Micron Technology, Inc. (MU)](/topic/$mu) [Palantir Technologies Inc. (PLTR)](/topic/$pltr)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Love is in the Air and So Are the Savings 💖 This Valentines Day give your portfolio some love with TipRanks Premium now 70% OFF Get full access to analyst ratings hedge fund moves AI stock insights and more to make smarter investing decisions in [----]. Dont miss this limited-time offer your portfolio deserves a little love too 👉 Claim your discount here: https://www.tipranks.com/checkout/v2llf=campaign-social&coupon=VAL70PER&subscription=tipranks-premium-yearly&activeNewsletters=true"  
[X Link](https://x.com/anyuser/status/2020939551447896424)  2026-02-09T19:15Z 38K followers, [----] engagements


"Yesterday Cathie Woods ARK Investment added 108.5K shares of Circle Internet $CRCL 174K shares of Alphabet $GOOG and 396K shares of CoreWeave $CRWW. The portfolio shifts reflect continued positioning toward AI cloud infrastructure and digital platforms"  
[X Link](https://x.com/TipRanks/status/1993592412066005045)  2025-11-26T08:07Z 38K followers, [----] engagements


"Cathie Woods ARK Investment added 124.5K shares of Robinhood $HOOD and 36.6K shares of Schrdinger $SDGR continuing its selective accumulation across fintech and AI-driven healthcare names"  
[X Link](https://x.com/TipRanks/status/1999415232314360034)  2025-12-12T09:45Z 38K followers, [---] engagements


"Bullish option flow detected in SoFi Technologies $SOFI with [------] calls trading 3x expected and implied vol increasing over [--] points to 64.69%. 1/9 weekly [--] calls and 1/9 weekly [--] calls are the most active options with total volume in those strikes near [-----] contracts. The Put/Call Ratio is [----]. Earnings are expected on January 30th. https://twitter.com/i/web/status/2008193338676072948 https://twitter.com/i/web/status/2008193338676072948"  
[X Link](https://x.com/TipRanks/status/2008193338676072948)  2026-01-05T15:06Z 38K followers, [----] engagements


"Citi analyst Bryan Keane reiterates Buy ratings on Affirm $AFRM Klarna $KLAR and Block $XYZ saying it is bullish on buy now pay later in [----]. The firm believes BNPL is an "increasingly embedded payment and budgeting tool" across both online and offline commerce. It sees the sector positioned for "material" share gains driving 20% volume growth in [----] and beyond. https://twitter.com/i/web/status/2009596430051066022 https://twitter.com/i/web/status/2009596430051066022"  
[X Link](https://x.com/TipRanks/status/2009596430051066022)  2026-01-09T12:01Z 37.9K followers, [----] engagements


"⚡Stifel analyst Brian Chin raised the firm's price target on Applied Materials $AMAT to $340 from $250 and keeps a Buy rating on the shares as part of the firm's semi equipment [----] outlook. Field checks over the past few weeks have been bullish says the analyst who now expects growth in industry WFE spending of 10%-15% in calendar [----] exceeding its prior 7%-8% year-over-year forecast. https://twitter.com/i/web/status/2011440187084050747 https://twitter.com/i/web/status/2011440187084050747"  
[X Link](https://x.com/TipRanks/status/2011440187084050747)  2026-01-14T14:08Z 38K followers, [---] engagements


"âš¡ RBC Capital initiated coverage of Applied Materials $AMAT with an Outperform rating and $385 price target. The stock outperformed the SOX index but lagged US equipment peers last year due to China headwinds weaker mature node spending and possibly some share shifts the analyst tells investors in a research note. The firm adds it is positive on wafer fab spending and expects Applied Materials to grow at least in line in the next [--] months. https://twitter.com/i/web/status/2011705613978370358 https://twitter.com/i/web/status/2011705613978370358"  
[X Link](https://x.com/TipRanks/status/2011705613978370358)  2026-01-15T07:42Z 38K followers, [----] engagements


"$AMAT: ⚡Needham analyst Charles Shi raised the firm's price target on Applied Materials to $390 from $260 and keeps a Strong Buy rating on the shares. Commentary from the Needham Growth Conference pointed to broad-based demand improvement over the past [--] days supporting a bullish sector outlook the analyst tells investors in a research note. Despite strong year-to-date performance the direction for semicap remains positive with Q4 earnings expected to deliver multiple catalysts the firm says. https://twitter.com/i/web/status/2013575630902763834"  
[X Link](https://x.com/TipRanks/status/2013575630902763834)  2026-01-20T11:33Z 38K followers, [----] engagements


"Citi says the State Taxation Administration of Shanghai announced a fine of Rmb [------] on $PDD Holdings saying the company failed to complete rectification within the specified time period. Following reports of onsite checks by regulators the fine is "smaller-than-feared" the analyst tells investors in a research note. Citi sees the announcement removing on overhang on PDD shares. It keeps a Buy rating on the stock with a $170 price target. PDD in premarket trading is up 6% to $110.76. https://twitter.com/i/web/status/2013957880815169875 https://twitter.com/i/web/status/2013957880815169875"  
[X Link](https://x.com/TipRanks/status/2013957880815169875)  2026-01-21T12:52Z 38K followers, [---] engagements


"🚨 Trump on Truth Social 🚨 Trump claims China is "taking over" Canada expresses sadness and jokingly hopes they leave ice hockey alone. 📈 Affected Securities: $ENB $RY $XLF $XLE $GOLD $MCHI $GDX $EWC 📊 Sentiment: Negative"  
[X Link](https://x.com/TipRanks/status/2015488643205386584)  2026-01-25T18:15Z 38K followers, [----] engagements


"🚨 Trump on Truth Social 🚨 Trump alleges Minnesota is covering up a massive financial fraud. 📈 Affected Securities: $AMP $USB $XLF $KRE $VFH 📊 Sentiment: Negative"  
[X Link](https://x.com/TipRanks/status/2015489895117033495)  2026-01-25T18:20Z 38K followers, [----] engagements


"🚨🔼Needham upgraded AppLovin $APP to Buy from Hold with a $700 price target. The firm's e-commerce work has given it added confidence in the trajectory of AppLovin's e-commerce revenue growth in [----]. In addition the stock has pulled back off the highs from a month ago the analyst tells investors in a research note. Needham upped AppLovin's e-commerce sales estimates for [----] to $1.45B from $1.05B prior as it now assumes the growth in advertisers from the self-service launch and ramp-up in spend more than offsets typical Q1 seasonality. The firm sees potential upside the numbers in a bull"  
[X Link](https://x.com/TipRanks/status/2015760765706260705)  2026-01-26T12:16Z 38K followers, [----] engagements


"Cantor Fitzgerald initiated coverage of Block $XYZ with an Overweight rating and $87 price target. With the early innings of Block's turnaround behind it momentum is starting to build as new product initiatives demonstrate that Block's innovation engine is "firing on all cylinders" the analyst tells investors in a research note. The firm added that the company's medium-term guidance was impressive but now it comes down to execution. https://twitter.com/i/web/status/2016084421011480985 https://twitter.com/i/web/status/2016084421011480985"  
[X Link](https://x.com/TipRanks/status/2016084421011480985)  2026-01-27T09:42Z 37.9K followers, [----] engagements


"Leerink lowered the firm's price target on UnitedHealth $UNH to $345 from $410 and keeps an Outperform rating on the shares. The company's Q4 results included a continuation of elevated cost trends a shortfall in Optum Health and guidance that is "underwritten with a number of believable assumptions" the analyst tells investors in a research note. The firm views the selloff in shares yesterday as likely "overly harsh" versus the final Medicare Advantage rates that will come in April. https://twitter.com/i/web/status/2016460840195522606 https://twitter.com/i/web/status/2016460840195522606"  
[X Link](https://x.com/TipRanks/status/2016460840195522606)  2026-01-28T10:38Z 37.9K followers, [---] engagements


"BREAKING: 🚨China has approved the purchase of Nvidia's $NVDA H200 AI chips for the first time authorizing several Chinese customers including Alibaba $BABA and ByteDance to buy an initial batch worth about $10B The Wall Street Journal's Raffaele Huang reports. The move signals easing U.S.-China tensions following last year's trade truce and comes ahead of a planned visit by President Trump to China in April. Reference Link https://twitter.com/i/web/status/2016472981749248082 https://twitter.com/i/web/status/2016472981749248082"  
[X Link](https://x.com/TipRanks/status/2016472981749248082)  2026-01-28T11:26Z 37.9K followers, [----] engagements


"$UNH: Cantor Fitzgerald tells investors in a research note that UnitedHealth's sharp selloff on Tuesday appears overdone largely driven by disappointment around the [----] Medicare Advantage rate notice which can be mitigated through pricing actions. While recovery may take time clearer [----] EPS guidance and limited [----] earnings risk should help sentiment improve in the coming months the firm says. Cantor Fitzgerald has an Overweight rating and $440 price target on the stock. https://twitter.com/i/web/status/2016487061990080914 https://twitter.com/i/web/status/2016487061990080914"  
[X Link](https://x.com/TipRanks/status/2016487061990080914)  2026-01-28T12:22Z 37.9K followers, [----] engagements


"Robinhood $HOOD announced via X that it is "testing something new. Full-service tax filing. Estate planning. And a dedicated CFP professional. Plus a 1% match on all transfers from another brokerage. Terms apply. This isn't DIY taxes or AI-generated guidance. These are premium Concierge Services delivered through trusted partners and built into the app you already use. To qualify transfer at least $500K and maintain $1M+ in assets on Robinhood or refer a friend who meets the criteria and you'll both get access. https://twitter.com/i/web/status/2016576183450689995"  
[X Link](https://x.com/TipRanks/status/2016576183450689995)  2026-01-28T18:16Z 37.9K followers, [---] engagements


"⚡TD Cowen raised the firm's price target on $ASML to EUR [----] from EUR [----] and keeps a Buy rating on the shares. The company reported "solid" results and guidance the analyst tells investors in a research note. The firm says strong artificial intelligence spending plans in leading edge logic and DRAM are driving demand for extreme ultraviolet lithography which should more than offset a decline in China sales. It sees ASML posting 12% revenue growth in [----]. https://twitter.com/i/web/status/2016608589280932279 https://twitter.com/i/web/status/2016608589280932279"  
[X Link](https://x.com/TipRanks/status/2016608589280932279)  2026-01-28T20:25Z 37.9K followers, [---] engagements


"🔽🚨BMO Capital downgraded First Solar $FSLR to Market Perform from Outperform with a price target of $263 down from $285. The firm "initially dismissed as aspirational" Tesla $TSLA CEO Elon Musk's remarks last week about potentially building a significant vertically integrated solar photovoltaic modules manufacturing base to self-generate. However Musk's remarks during Tesla's earnings call suggest "this is likely to become a bona fide effort" in the next few quarters the analyst tells investors in a research note. BMO believes Tesla's efforts could be an overhang on First Solar shares "for"  
[X Link](https://x.com/TipRanks/status/2016819974694658441)  2026-01-29T10:25Z 38K followers, [----] engagements


"$MP: JPMorgan analyst Bill Peterson says shares of MP Materials traded lower after Reuters reported last night that the Trump administration is "stepping back" from plans to guarantee a minimum price for U.S. critical minerals projects amid a lack of congressional funding. However in a post on X MP rebuked the report as "inaccurate misleading and inconsistent with the facts" noting that its deal with the Department of Defense is binding and remains in force including the price floor the analyst tells investors in a research note. JPMorgan views any pullback in the stock as an opportunity to"  
[X Link](https://x.com/TipRanks/status/2016846715173703716)  2026-01-29T12:11Z 37.9K followers, [---] engagements


"🚨 Trump on Truth Social 🚨 Trump praises Kevin Hassett saying there was speculation Hassett might be named Fed Chair but he will remain at the White House because he is doing an outstanding job. 📈 Affected Securities: $BAC $C $JPM $XLF $KRE $VFH $VNQ $IYR $XLRE 📊 Sentiment: Positive https://twitter.com/i/web/status/2017218803621363761 https://twitter.com/i/web/status/2017218803621363761"  
[X Link](https://x.com/TipRanks/status/2017218803621363761)  2026-01-30T12:50Z 38K followers, [---] engagements


"⚡Roth Capital analyst Rohit Kulkarni raised the firm's price target on Reddit $RDDT to $215 from $210 and keeps a Neutral rating on the shares ahead of its Q4 results. Roth expects a "beat and raise" earnings result adding that it would be a "tactical buyer" given the stock's recent weakness the analyst tells investors in a research note. https://twitter.com/i/web/status/2017222394788622762 https://twitter.com/i/web/status/2017222394788622762"  
[X Link](https://x.com/TipRanks/status/2017222394788622762)  2026-01-30T13:04Z 38K followers, [----] engagements


"🚨 Trump on Truth Social 🚨 Donald Trump endorses Jeff Ellington for Indiana State Senate District [--] criticizes incumbent Eric Bassler and Kristi Risk as RINOs for opposing redistricting and highlights Ellington's background as a businessman firefighter farmer and GOP official. Trump says Ellington will protect Hoosier values support farmers and ranchers grow the economy cut taxes and regulations promote Made in the U.S.A. advance American energy dominance support the military and law enforcement safeguard elections and protect the Second Amendment. 📈 Affected Securities: $CVX $DE $XOM $VIS"  
[X Link](https://x.com/TipRanks/status/2018036732902490455)  2026-02-01T19:00Z 38K followers, [---] engagements


"⚡Phillip Securities analyst Yik Ban Chong initiated coverage of Micron $MU with a Buy rating and $500 price target. The firm says the company's high bandwidth memory products are in high demand. It believes Micron can "chip away" at SK Hynix's market share when its HBM4 ramps beyond Q2. https://twitter.com/i/web/status/2018236813614219724 https://twitter.com/i/web/status/2018236813614219724"  
[X Link](https://x.com/TipRanks/status/2018236813614219724)  2026-02-02T08:15Z 38K followers, [----] engagements


"Nvidia $NVDA CEO Jensen Huang said the companys new OpenAI investment will be huge calling it potentially Nvidias largest ever though well below $100B. Nvidia plans to participate in OpenAIs latest funding round after earlier internal hesitation. $OPENAI"  
[X Link](https://x.com/TipRanks/status/2018279014280901056)  2026-02-02T11:03Z 38K followers, [----] engagements


"🚨🔼William Blair upgraded Palantir $PLTR to Outperform after a 30% pullback citing improved valuation and continued commercial momentum. The firm says enterprise demand remains strong with the Trump administration all-in and PLTR positioned for renewed growth and margin expansion. The firm expects the shares to return to greater than $200 over the next [--] months as "positive developments suggest the hyper-growth and margin expansion can continue." https://twitter.com/i/web/status/2018298045322895402 https://twitter.com/i/web/status/2018298045322895402"  
[X Link](https://x.com/TipRanks/status/2018298045322895402)  2026-02-02T12:18Z 38K followers, 65.6K engagements


"🚨President Trump plans to launch a $1B strategic critical minerals stockpile Project Vault to reduce U.S. reliance on Chinese rare earths and protect manufacturers from supply shocks Bloomberg's Jennifer A. Dlouhy and Joe Deaux report. The initiative would combine $10B in Export-Import Bank loans with $1.67B in private capital to procure and store minerals for U.S. industry according to the report. Publicly traded companies in the space include MP Materials $MP USA Rare Earth $USAR Critical Metals $CRML and United States Antimony $UAMY. https://twitter.com/i/web/status/2018308342561509752"  
[X Link](https://x.com/TipRanks/status/2018308342561509752)  2026-02-02T12:59Z 38K followers, [----] engagements


"🚨 Trump on Truth Social 🚨 Trump says he welcomes China and India investing in Venezuela's oil sector linking to a Bloomberg article about the statement. 📈 Affected Securities: $CVX $SLB $XLE $MCHI $OIH $VDE $INDA 📊 Sentiment: Positive"  
[X Link](https://x.com/TipRanks/status/2018332386358890643)  2026-02-02T14:35Z 38K followers, [---] engagements


"Cathie Wood's ARK Investment bought 90K shares of Robinhood $HOOD yesterday"  
[X Link](https://x.com/TipRanks/status/2018959967194104164)  2026-02-04T08:09Z 38K followers, [----] engagements


"$ABBV Q4: Adj EPS $2.71 vs est. $2.65 Revenue $16.62B vs est. $16.41B. FY revenue up 8.6% to $61.16B driven by Skyrizi ($17.6B strong growth) and Rinvoq ($8.3B). Immunology portfolio up 14% for year. Provides [----] adj EPS guidance of $14.37-$14.57"  
[X Link](https://x.com/TipRanks/status/2019033296202842292)  2026-02-04T13:00Z 37.9K followers, [---] engagements


"Amazon $AMZN plans to deploy AI tools at Amazon MGM Studios to cut costs and streamline parts of the movie and TV production process with a closed beta for industry partners launching in March and initial results expected by May Dawn Chmielewski and Greg Bensinger of Reuters report. Led by Albert Cheng the small "AI Studio" team aims to use AI to speed up workflows and help address rising production budgets even as the technology raises concerns about job impacts in Hollywood"  
[X Link](https://x.com/TipRanks/status/2019152550688326102)  2026-02-04T20:54Z 38K followers, [---] engagements


"$GOOG Q4: EPS $2.82 vs est. $2.63 Revenue $113.8B vs est. $111.32B. Both beat. Revenue +18% YoY driven by Google Cloud +48% to $17.7B and Search +17%. Operating margin 32%. Guiding [----] CapEx to $175-185B to support AI infrastructure investments"  
[X Link](https://x.com/TipRanks/status/2019155820639027480)  2026-02-04T21:07Z 38K followers, [----] engagements


"$QCOM Q1 FY26: Reports EPS of $3.50 (est. $3.39) on revenue of $12.3B (est. $12.13B) both beating estimates with record quarterly revenues. Automotive hit record $1.1B for 2nd consecutive quarter. Q2 guidance: $2.45-$2.65 EPS on $10.2-11.0B revenue citing memory supply constraints impacting handset demand. https://twitter.com/i/web/status/2019156031113404488 https://twitter.com/i/web/status/2019156031113404488"  
[X Link](https://x.com/TipRanks/status/2019156031113404488)  2026-02-04T21:08Z 37.9K followers, [---] engagements


"🚨 Trump on Truth Social 🚨 Donald Trump endorses Clay Fuller for Georgia's 14th Congressional District highlighting Fuller's background as a District Attorney and Air National Guard officer and pledging priorities including supporting the military and veterans growing the economy cutting taxes and regulations promoting 'Made in the U.S.A.' pursuing American energy dominance securing the border stopping migrant crime safeguarding elections advancing school choice and defending the Second Amendment. 📈 Affected Securities: $CAT $CVX $XOM $GE $LMT $RTX $VIS $XLI $XLE $OIH $VDE $PPA $XAR $ITA"  
[X Link](https://x.com/TipRanks/status/2019194319932887371)  2026-02-04T23:40Z 37.9K followers, [---] engagements


"🚨🔼Seaport Research upgraded FuboTV $FUBO to Buy from Neutral with a $3 price target. The company just posted their first quarter post-merger of Disney's $DIS Hulu Live with FuboTV and shares fell dramatically but the firm believes that this now provides an interesting opportunity in the face of uncertainty the analyst tells investors in a research note. https://twitter.com/i/web/status/2019322594478928314 https://twitter.com/i/web/status/2019322594478928314"  
[X Link](https://x.com/TipRanks/status/2019322594478928314)  2026-02-05T08:09Z 37.9K followers, [----] engagements


"⚡TD Cowen raised the firm's price target on Alphabet $GOOGL to $365 from $355 and keeps a Buy rating on the shares post the Q4 report. The company reported another quarter of acceleration of cloud growth while search drove the sales beat the analyst tells investors in a research note. https://twitter.com/i/web/status/2019359073632723303 https://twitter.com/i/web/status/2019359073632723303"  
[X Link](https://x.com/TipRanks/status/2019359073632723303)  2026-02-05T10:34Z 37.9K followers, [---] engagements


"⚡Barclays raised the firm's price target on Alphabet $GOOGL to $360 from $315 and keeps an Overweight rating on the shares post the Q4 report. The firm says the company's artificial intelligence "story is cranking on full flex-mode" with 48% Cloud growth in the quarter and a "massive jump" in backlog. https://twitter.com/i/web/status/2019359162744901640 https://twitter.com/i/web/status/2019359162744901640"  
[X Link](https://x.com/TipRanks/status/2019359162744901640)  2026-02-05T10:35Z 37.9K followers, [---] engagements


"$GOOGL: ⚡Evercore ISI and Needham both raised Alphabet price targets to $400 following a strong Q4. Evercore reiterated Outperform citing stellar revenue and operating income beats driven by core fundamentals and AI execution. Needham kept a Buy pointing to accelerating revenue momentum disciplined capex and enterprise adoption of Gemini as a cost and growth lever"  
[X Link](https://x.com/TipRanks/status/2019404544942161943)  2026-02-05T13:35Z 38K followers, [---] engagements


"🚨Hims and Hers Health $HIMS will begin offering a compounded version of Novo Nordisk's $NVO new Wegovy pill at an introductory price of $49 per month or about $100 less than the brand name reported Reuters citing the online telehealth company. Following the lower one-time payment patients at Hims with a five-month subscription will pay $99 per month thereafter versus the $199 Novo will charge the report noted. Reference Link https://twitter.com/i/web/status/2019410527475130826 https://twitter.com/i/web/status/2019410527475130826"  
[X Link](https://x.com/TipRanks/status/2019410527475130826)  2026-02-05T13:59Z 37.9K followers, [----] engagements


"🚨 Trump on Truth Social 🚨 Trump gives a full endorsement of Japan's Prime Minister Sanae Takaichi ahead of the Feb [--] [----] legislative election praises her leadership notes close U.S.-Japan cooperation on national security and a substantial trade deal benefiting both countries and says he will welcome her to the White House on March [--]. 📈 Affected Securities: $BA $SONY $TM $QQQ $VIS $XLI $XLK $VCR $VGT $XLY $EWJ $IYJ 📊 Sentiment: Positive https://twitter.com/i/web/status/2019468624671424586 https://twitter.com/i/web/status/2019468624671424586"  
[X Link](https://x.com/TipRanks/status/2019468624671424586)  2026-02-05T17:50Z 37.9K followers, [---] engagements


"🚨 Trump on Truth Social 🚨 Trump says he spoke with UK Prime Minister Keir Starmer about the strategically important U.S. military base on Diego Garcia warns that if a lease or U.S. operations there are threatened he reserves the right to militarily secure and reinforce the American presence and rejects challenges to the base framed as "fake claims" or "environmental nonsense." 📈 Affected Securities: $LMT $NOC $RTX $PPA $XAR $ITA $EWU 📊 Sentiment: Positive https://twitter.com/i/web/status/2019471189144400297 https://twitter.com/i/web/status/2019471189144400297"  
[X Link](https://x.com/TipRanks/status/2019471189144400297)  2026-02-05T18:00Z 37.9K followers, [---] engagements


"🚨 Trump on Truth Social 🚨 Trump endorses Cody Simpson for South Carolina Commissioner of Agriculture praising his farming and USDA experience and saying Cody would pursue economic growth tax and regulatory cuts promote Made-in-USA manufacturing American energy dominance border security law and order veterans support and Second Amendment defense. 📈 Affected Securities: $ADM $CAT $CVX $DE $XOM $MOS $XLI $XLE $XME 📊 Sentiment: Positive https://twitter.com/i/web/status/2019547888301265029 https://twitter.com/i/web/status/2019547888301265029"  
[X Link](https://x.com/TipRanks/status/2019547888301265029)  2026-02-05T23:05Z 37.9K followers, [---] engagements


"🚨The U.S. FDA commissioner Marty Makary recently said the FDA will be taking action against companies producing "illegal copycat drugs" claiming to be similar to FDA-approved products Carlos Mendez and Chris Thomas of Reuters reports. Hims and Hers Health $HIMS stock the maker of a cheaper $49 version of Novo Nordisk's $NVO Wegovy has plunged since these comments. https://twitter.com/i/web/status/2019736116820115756 https://twitter.com/i/web/status/2019736116820115756"  
[X Link](https://x.com/TipRanks/status/2019736116820115756)  2026-02-06T11:33Z 38K followers, [----] engagements


"Stellantis $STLA plunges 27% after the carmaker said a business reset resulted in charges of around EUR 22.2B for the second half of 2025"  
[X Link](https://x.com/TipRanks/status/2019778630184788200)  2026-02-06T14:22Z 38K followers, [---] engagements


"FDA plans enforcement action against non-FDA-approved compounded GLP-1 drugs targeting misleading marketing and safety claims. The move pressures compounders and platforms like $HIMS while reinforcing the moat around FDA-approved players $LLY and $NVO. Regulatory risk is rising fast for off-label GLP-1 sellers. https://twitter.com/i/web/status/2019893771454788019 https://twitter.com/i/web/status/2019893771454788019"  
[X Link](https://x.com/TipRanks/status/2019893771454788019)  2026-02-06T21:59Z 38K followers, [----] engagements


"H.C. Wainwright raised its price target on $MSTR to $540 from $500 and reiterated Buy calling it its top stock pick for [----] post-Q4. The firm expects Strategy to outperform Bitcoin via steady Bitcoin-per-share gains citing strong execution aggressive January buying and a $3.9B raise to add [-----] BTC despite weak sentiment. https://twitter.com/i/web/status/2019893808780161430 https://twitter.com/i/web/status/2019893808780161430"  
[X Link](https://x.com/TipRanks/status/2019893808780161430)  2026-02-06T21:59Z 38K followers, [---] engagements


"🚨 Trump on Truth Social 🚨 Announces a dramatic drop in the price of Ozempic (GLP1 diabetes/weightloss drug) linking to a Daily Caller article. 📈 Affected Securities: $CVS $LLY $NVO $XLV $VHT $IBB 📊 Sentiment: Negative"  
[X Link](https://x.com/TipRanks/status/2019894031883419762)  2026-02-06T22:00Z 38K followers, [----] engagements


"🚨 Trump on Truth Social 🚨 Trump claims the Dow reached [-----] today three years ahead of schedule credits his performance and warns voters to remember for the midterms because Democrats will 'crash the economy.' 📈 Affected Securities: $AAPL $JPM $MSFT $QQQ $XLF $XLK $KRE $VFH $VGT 📊 Sentiment: Positive https://twitter.com/i/web/status/2019900207408828888 https://twitter.com/i/web/status/2019900207408828888"  
[X Link](https://x.com/TipRanks/status/2019900207408828888)  2026-02-06T22:25Z 38K followers, [----] engagements


"🚨🔼Wolfe Research upgraded Robinhood $HOOD to Outperform from Peer Perform with a $125 price target. Shares are down 27% year-to-date notes the analyst who sees the risk/reward as more attractive following the pullback. The firm believes most sources of EPS improvement are durable as higher prediction markets volumes should offset pressure in other areas like crypto the analyst added. https://twitter.com/i/web/status/2020831471422800239 https://twitter.com/i/web/status/2020831471422800239"  
[X Link](https://x.com/TipRanks/status/2020831471422800239)  2026-02-09T12:05Z 38K followers, [---] engagements


"🚨🔽Melius Research analyst Ben Reitzes downgraded Oracle $ORCL to Hold from Buy with a $160 price target. While the firm says it admires Larry Ellison for "going for it here" it adds that it may just be a tough slog as debt and equity will be an overhang for some time as it questions "What should a stock sell for with no free cash flow until the 2030s" Oracle should be valued "more akin to an infrastructure company vs. a software company" the analyst added. https://twitter.com/i/web/status/2020864839199932517 https://twitter.com/i/web/status/2020864839199932517"  
[X Link](https://x.com/TipRanks/status/2020864839199932517)  2026-02-09T14:18Z 38K followers, [---] engagements


"💵Most Anticipated Earnings Reports This Week💵 On deck to share earnings results this week are Coca-Cola $KO McDonald's $MCD Coinbase $COIN Robinhood $HOOD Nebius $NBIS Coinbase $COIN and Airbnb $ABNB plus many more Which of these names do you expect to outperform"  
[X Link](https://x.com/TipRanks/status/2020866250566492321)  2026-02-09T14:23Z 38K followers, [----] engagements


"Amazon $AMZN has notified industry executives that it is planning to start a marketplace where publishers can market content to firms offering AI products The Information's Catherine Perloff and Erin Woo report citing two people familiar with the project"  
[X Link](https://x.com/TipRanks/status/2021154606760284293)  2026-02-10T09:29Z 38K followers, [---] engagements


"🚨🔼Daiwa upgraded Palantir $PLTR to Buy from Neutral with an $180 price target"  
[X Link](https://x.com/anyuser/status/2021169819723157797)  2026-02-10T10:30Z 38K followers, [----] engagements


"🚨🔼HSBC analyst Stephen Bersey upgraded CrowdStrike $CRWD to Buy from Hold with a $446 price target"  
[X Link](https://x.com/anyuser/status/2022258453578654200)  2026-02-13T10:36Z 38K followers, [---] engagements


"⚡Susquehanna raised the firm's price target on Nu Holdings $NU to $22 from $19 and keeps a Positive rating on the shares. The firm sees a good setup for [----] as they sense they are growing closer to a period of global expansion for NU as it templatizes its expansion beyond Brazil Mexico and Colombia into the US. They also remain confident in the company's underlying asset quality with relatively stable delinquency rates and attractive unit economics across its existing markets. https://twitter.com/i/web/status/2016120338451497432 https://twitter.com/i/web/status/2016120338451497432"  
[X Link](https://x.com/TipRanks/status/2016120338451497432)  2026-01-27T12:05Z 38K followers, [----] engagements


"🚨🔽Monness Crespi downgraded Coinbase $COIN to Sell from Buy with a $120 price target as the firm is cutting estimates "again" ahead of the company's Q4 report. The firm says its prior assumption of a steady recovery over the course of calendar [----] was "foolish" given the typical length and magnitude of crypto bear markets telling investors that it now models softness through the first half of [----] and sets its calendar [----] and [----] estimates below the Street view. The firm expects better entry points in the future the analyst added. https://twitter.com/i/web/status/2021927628815344116"  
[X Link](https://x.com/TipRanks/status/2021927628815344116)  2026-02-12T12:41Z 38K followers, [----] engagements


"🔼DZ Bank upgraded Cloudflare $NET to Buy from Hold with a $215 price target"  
[X Link](https://x.com/anyuser/status/2022258573829365963)  2026-02-13T10:36Z 38K followers, [---] engagements


"🔼KGI Securities analyst Leon Chen upgraded Applied Materials $AMAT to Outperform from Neutral with a $425 price target"  
[X Link](https://x.com/TipRanks/status/2022258724966973511)  2026-02-13T10:37Z 38K followers, [---] engagements


"Microsoft $MSFT is planning to pursue "true self-sufficiency" in the AI space by building its own models and reducing reliance on OpenAI Melissa Heikkila of The Financial Times reports citing comments made by AI chief Mustafa Suleyman. According to Suleyman this strategic shift following a restructuring of the company's relationship with OpenAI in October prompting Microsoft to advance its AI technology independently. https://twitter.com/i/web/status/2022275541462622466 https://twitter.com/i/web/status/2022275541462622466"  
[X Link](https://x.com/anyuser/status/2022275541462622466)  2026-02-13T11:43Z 38K followers, [---] engagements


"⚡JPMorgan raised the firm's price target on MP Materials $MP to $76 from $74 and keeps an Overweight rating on the shares. The firm updated the company's model ahead of the Q4 report"  
[X Link](https://x.com/anyuser/status/2022285394662818186)  2026-02-13T12:23Z 38K followers, [----] engagements


"BREAKING: Viking Therapeutics $VKTX surges 13% and Structure Therapeutics $GPCR rises 7% after Pfizer halts its obesity drug development"  
[X Link](https://x.com/TipRanks/status/1912099560115122464)  2025-04-15T11:03Z 38K followers, [---] engagements


"🔥Hot New IPO Stocks🔥 These three stocks $NTSK $PTRN & $STUB all hit the public market last month with IPO's in mid-September. Following the customary 'quiet period' Wall Street Analysts have now started weighing in - and the consensus is a Strong Buy Which of these newly public companies is on your watchlist https://twitter.com/i/web/status/1979251390364164510 https://twitter.com/i/web/status/1979251390364164510"  
[X Link](https://x.com/TipRanks/status/1979251390364164510)  2025-10-17T18:21Z 38K followers, [----] engagements


"🚨Wolfe Research initiates Circle Internet $CRCL with Underperform and a $60 PT. While calling Circle the undisputed leader in regulated stablecoins Wolfe warns of rate and competitive headwinds and says the stock still trades at a premium valuation"  
[X Link](https://x.com/TipRanks/status/1995806514246791204)  2025-12-02T10:45Z 38K followers, [----] engagements


"China has approved DeepSeek to purchase Nvidia's $NVDA H200 chips though regulatory conditions are still being finalized according to sources Reuters' Fanny Potkin reports. The move follows reports that major Chinese tech firms like Alibaba $BABA and Tencent $TCEHY have also received clearance for large H200 purchases even as Nvidia's CEO said licensing details remain unresolved. https://twitter.com/i/web/status/2017193894601982362 https://twitter.com/i/web/status/2017193894601982362"  
[X Link](https://x.com/TipRanks/status/2017193894601982362)  2026-01-30T11:11Z 38K followers, [----] engagements


"🚨 Trump on Truth Social 🚨 Praises Christopher Waller Rick Rieder and others interviewed for a Federal Reserve position calling them outstanding and thanking them. 📈 Affected Securities: $BAC $BLK $JPM $XLF $KRE $VFH 📊 Sentiment: Positive"  
[X Link](https://x.com/TipRanks/status/2017220049723916398)  2026-01-30T12:55Z 38K followers, [---] engagements


"🚨William Blair analyst Andrew Jeffrey says SoFi Technologies $SOFI easily beat Q4 revenue and EBITDA estimates while guiding [----] EBITDA well ahead of estimates. SoFi's Implied 55% incremental EBITDA margin "suggests the company does not have enough investment opportunities to keep profitability down" the analyst tells investors in a research note. William Blair encourages investors to buy the stock into the post-earnings rally. "The future of banking is SoFi" it contends. The firm calls the quarter a "blowout" and believes the company's accelerating key performance indicators suggest an"  
[X Link](https://x.com/TipRanks/status/2017222190932898265)  2026-01-30T13:03Z 38K followers, 34.8K engagements


"Mizuho analyst Dan Dolev says SoFi Technologies' $SOFI "strong" Q4 beat and "upbeat" guidance following the stock's "disappointing" performance year-to-date "should offer a sigh of relief." The firm has an Outperform rating on the shares with a $38 price target"  
[X Link](https://x.com/TipRanks/status/2017222736473383069)  2026-01-30T13:05Z 38K followers, [----] engagements


"🚨 Trump on Truth Social 🚨 Asserts that Iowans are earning more and paying less after Trump's return linking to a Des Moines Register opinion piece. 📈 Affected Securities: $CASY $DE $PFG $VIS $XLF $XLI $KRE $VCR $VFH $XLY $IYJ 📊 Sentiment: Positive"  
[X Link](https://x.com/TipRanks/status/2018036743270703490)  2026-02-01T19:00Z 38K followers, [----] engagements


"BREAKING: 🚨🔼JPMorgan analyst Reginald Smith upgraded SoFi Technologies $SOFI to Overweight from Neutral with an unchanged price target of $31. The stock has declined 10% since the Q4 earnings call on Friday despite SoFi posting record results and better than expected fiscal [----] EBITDA guidance the analyst tells investors in a research note. JPMorgan says the selloff has created the entry point it had been waiting for. The momentum in SoFi 's business is "undeniable" as the company continues to add new members and deposits at a record pace adds the firm."  
[X Link](https://x.com/TipRanks/status/2018629332130808087)  2026-02-03T10:15Z 38K followers, [----] engagements


"🚨 Trump on Truth Social 🚨 Trump confirms talks with Cuba and says he is hopeful he will strike a deal. 📈 Affected Securities: $CCL $RCL $AAL $VIS $XLI $VCR $XLY $IYJ 📊 Sentiment: Positive"  
[X Link](https://x.com/TipRanks/status/2018701121343062073)  2026-02-03T15:00Z 38K followers, [---] engagements


"$NVS Q4 Earnings: EPS $2.03 vs est. $1.98 (beat); Revenue $13.34B vs est. $13.70B (miss). FY sales +8% driven by Kisqali (+57%) Kesimpta (+36%) Pluvicto (+42%). Core margin reached 40.1%. [----] guidance: low single-digit sales growth low single-digit core operating income decline amid largest patent expiry in company history. https://twitter.com/i/web/status/2018984618821578864 https://twitter.com/i/web/status/2018984618821578864"  
[X Link](https://x.com/TipRanks/status/2018984618821578864)  2026-02-04T09:46Z 38K followers, [---] engagements


"🚨 Trump on Truth Social 🚨 Asserts that Trump's MAHA movement unexpectedly helped lower food price inflation and links to an article. 📈 Affected Securities: $KR $TSN $WMT $VDC $XLP $XLY 📊 Sentiment: Positive"  
[X Link](https://x.com/TipRanks/status/2019269829367136728)  2026-02-05T04:40Z 38K followers, [---] engagements


"Tower Semiconductor $TSEM announced it is scaling AI infrastructure deployments with high performance silicon photonics for 1.6T data center optical modules designed for Nvidia $NVDA networking protocols. Tower Semiconductor's silicon photonics enables up to double the data-rate compared to prior silicon photonics solutions providing increased bandwidth and throughput for optical connectivity speeding AI application performance on AI infrastructure. https://twitter.com/i/web/status/2019385549451096201 https://twitter.com/i/web/status/2019385549451096201"  
[X Link](https://x.com/TipRanks/status/2019385549451096201)  2026-02-05T12:20Z 38K followers, [----] engagements


"WeRide $WRD and Uber $UBER announced an expansion of their strategic partnership to deploy at least [----] robotaxis across the Middle East. The deployment which will span Abu Dhabi Dubai and Riyadh is expected to be completed as soon as 2027"  
[X Link](https://x.com/TipRanks/status/2019781583335498158)  2026-02-06T14:33Z 38K followers, [---] engagements


"🚨 Trump on Truth Social 🚨 The White House has launched a program called 'TrumpRx' to lower prescription drug prices described as the 'biggest thing in healthcare' in decades. 📈 Affected Securities: $AMGN $MRK $PFE $XLV $VHT $IBB 📊 Sentiment: Negative"  
[X Link](https://x.com/TipRanks/status/2019894053874102620)  2026-02-06T22:00Z 38K followers, [----] engagements


"🚨 Trump on Truth Social 🚨 Trump urges approval of the NexstarTegna deal arguing increased competition will challenge national TV 'Fake News' networks and calling to 'get that deal done.' 📈 Affected Securities: $NXST $SBGI $VOX $TGNA $XLC 📊 Sentiment: Positive"  
[X Link](https://x.com/TipRanks/status/2020159420005564584)  2026-02-07T15:35Z 38K followers, [---] engagements


"🚨🔼Roth Capital upgraded Roblox $RBLX to Buy from Neutral with a price target of $84 up from $78. The firm is more positive on the shares due to Roblox's better than expected [----] bookings guidance and over 20% bookings growth outlook annually over the next several years. The company has a "strong sustainable virtuous circle" with improving development tools that are producing higher quality games the analyst tells investors in a research note. Roth sees an attractive valuation at current share levels. https://twitter.com/i/web/status/2020797632419971503"  
[X Link](https://x.com/TipRanks/status/2020797632419971503)  2026-02-09T09:51Z 38K followers, [----] engagements


"🚨Wedbush is adding Salesforce $CRM and ServiceNow $NOW to AI [--] List. The firm is removing Roblox $RBLX and Baidu $BIDU from the list. Wedbush tells investors it believes the software selloff is way overdone. The AI Revolution is just beginning and Wedbush believes tech stocks and the AI winners should be bought given its view that this is year three of what will be a 10-year cycle of this AI Revolution buildout. https://twitter.com/i/web/status/2020841877361012946 https://twitter.com/i/web/status/2020841877361012946"  
[X Link](https://x.com/TipRanks/status/2020841877361012946)  2026-02-09T12:47Z 38K followers, [----] engagements


"In a regulatory filing Strategy $MSTR announced an update on its bitcoin holdings. The company reported acquiring [----] bitcoin for approximately $90M at an average purchase price of $78815 between February [--] and February [--]. As of February [--] Strategy holds [------] bitcoin acquired for an aggregate purchase price of approximately $54.35B"  
[X Link](https://x.com/TipRanks/status/2020871137282916604)  2026-02-09T14:43Z 38K followers, [---] engagements


"JPMorgan analyst Doug Anmuth keeps an Overweight rating and $265 price target on Amazon $AMZN. The stock has fallen following last week's earnings as its [----] capex target of $200B is "well above expectations" and likely suggests "significant free cash flow burn" this year the analyst tells investors in a research note. The firm notes however that the investment is coming from a position of strong demand and should support AWS growth acceleration through [----]. Going forward investor focus will be on AWS and backlog growth Retail market share gains and margin expansion JPMorgan added."  
[X Link](https://x.com/TipRanks/status/2021154489055453687)  2026-02-10T09:29Z 38K followers, [----] engagements


"$KO Q4: EPS $0.58 (adj) vs $0.56 est ✓; Revenue $11.8B vs $12.03B est ✗. Organic revenue +5% operating margin expanded to 24.4%. However took $960M impairment charge on BODYARMOR. Full year free cash flow $11.4B ex-fairlife payment. Currency headwinds impacted results"  
[X Link](https://x.com/TipRanks/status/2021192349997580728)  2026-02-10T11:59Z 38K followers, [---] engagements


"$JMIA Q4: Revenue $61.4M vs est. $63.8M (miss). GMV surged 36% YoY to $279.5M driving strong momentum. Adjusted EBITDA loss improved 47% to $7.3M. Cash burn dramatically reduced to $1.7M from $26.5M YoY. Company targeting Q4 [----] breakeven with continued strong growth expected in [----]. https://twitter.com/i/web/status/2021192399800742337 https://twitter.com/i/web/status/2021192399800742337"  
[X Link](https://x.com/TipRanks/status/2021192399800742337)  2026-02-10T11:59Z 38K followers, [----] engagements


"$DDOG Q4: Revenue $953M vs est. $918.7M (+29% YoY); EPS $0.59 vs est. $0.56. Strong customer growth with [---] $1M+ ARR customers (up 31% YoY). FY26 guidance: $4.06B-$4.10B revenue $2.08-$2.16 EPS. Generated $291M free cash flow in quarter"  
[X Link](https://x.com/TipRanks/status/2021200186404634773)  2026-02-10T12:30Z 38K followers, [---] engagements


"🚨🔼Oppenheimer upgraded Unity $U to Outperform from Perform with a $38 price target. The firm says that the recent selloff driven by fears that "world models" like Google's $GOOGL Project Genie will displace game engines is fundamentally misplaced and ignores the distinct architectural role Unity plays in development. Oppenheimer views the current valuation as disconnected from the company's improving fundamentals specifically the successful re-acceleration of the Grow segment via the Vector and disciplined cost management. The firm views the current risk/reward profile as favorable. Further"  
[X Link](https://x.com/TipRanks/status/2021207032326402410)  2026-02-10T12:58Z 38K followers, [----] engagements


"🚨🔼Baird analyst Shrenik Kothari upgraded Cloudflare $NET to Outperform from Neutral with a price target of $260 up from $230. The company's Q4 report Q4 "marked the strongest confirmation yet" that its growth vectors are now "compounding simultaneously" the analyst tells investors in a research note. The firm says Cloudflare posted record annual contract value accelerating remaining performance obligation and further go-to-market gains. It views the fiscal [----] outlook as "prudent." With investment sentiment "moderated" and accelerating fundamentals Cloudflare's risk/reward has turned"  
[X Link](https://x.com/TipRanks/status/2021526458955366661)  2026-02-11T10:07Z 38K followers, [---] engagements


"🚨January U.S. nonfarm payrolls rise [------] unemployment rate falls to 4.3% $QQQ $SPY"  
[X Link](https://x.com/anyuser/status/2021578761867563404)  2026-02-11T13:35Z 38K followers, [---] engagements


"BofA analysts added $ASML to the firm's "Europe [--] list" while removing ASM International $ASMIY and Infineon $IFNNY. Bofa also rolled back RWE AG $RWEOY onto the list. The Europe [--] represents a list of the firm's best research ideas in Europe"  
[X Link](https://x.com/TipRanks/status/1996188538694697304)  2025-12-03T12:03Z 38K followers, 25.2K engagements


"🔼Deutsche Bank analyst Melissa Weathers upgraded Applied Materials $AMAT to Buy from Hold with a price target of $390 up from $275. The firm upped estimates for the company to reflect a "much more constructive" wafer fab equipment environment entering [----] and [----]. Deutsche's out-year estimates are now 10% above the Street with potential upside risk the analyst tells investors in a research note. The firm views Applied Materials' current discount valuation to peers as overdone. it sees potential for the gap to shrink going forward. https://twitter.com/i/web/status/2014657032566034869"  
[X Link](https://x.com/TipRanks/status/2014657032566034869)  2026-01-23T11:10Z 38K followers, [----] engagements


"$LLY Q4: Beat on both lines with EPS of $7.54 (est. $6.91) and revenue of $19.3B (est. $17.94B) up 43% YoY driven by Mounjaro and Zepbound volume growth. Issues strong [----] guidance of $80-83B revenue and $33.50-35.00 EPS. Announced U.S. government agreement to expand obesity medicine access. https://twitter.com/i/web/status/2019016138802241949 https://twitter.com/i/web/status/2019016138802241949"  
[X Link](https://x.com/TipRanks/status/2019016138802241949)  2026-02-04T11:52Z 38K followers, [---] engagements


"🚨🔼Citizens upgraded Uber $UBER to Outperform from Market Perform with a $100 price target. The firm's worries around headline risk around competition specifically from Tesla $TSLA remain but its upgrade is based on better valuation the analyst tells investors. While the firm still expects competition from Tesla to be meaningful in the years to come it believes Uber is doing "an exceptional job" building out a strong network of AV partners that it can aggregate in the medium term the analyst added. https://twitter.com/i/web/status/2019151809558745318"  
[X Link](https://x.com/TipRanks/status/2019151809558745318)  2026-02-04T20:51Z 38K followers, [----] engagements


"🚨🔼Citizens analyst Devin Ryan upgraded SoFi Technologies $SOFI to Outperform from Market Perform with a $30 price target. The stock has sold off to $21 after having traded to highs over $30 in late [----] now down 20% year-to-date the analyst tells investors in a research note. The firm believes the recent risk-off rotation has penalized higher-growth narratives. It believes SoFi's selloff is less about near-term macro fear and more about "style factor compression and technicals creating an opportunity" to own the stock. The company offers "compounding at scale" and "rapidly diversifying"  
[X Link](https://x.com/TipRanks/status/2020831196956033261)  2026-02-09T12:04Z 38K followers, [---] engagements


"$NTES Q4: Revenue $3.9B vs est. $4.15B (miss); Non-GAAP EPS $1.58 vs est. $2.05 (miss). Revenue +3% YoY to RMB27.5B. Gaming revenue +3.4% YoY. Gross profit +8.7%. Company highlights AI integration across game development and strong performance from global titles including Sword of Justice and Marvel Rivals. https://twitter.com/i/web/status/2021531149147738339 https://twitter.com/i/web/status/2021531149147738339"  
[X Link](https://x.com/TipRanks/status/2021531149147738339)  2026-02-11T10:25Z 38K followers, [---] engagements


"🚨 Trump on Truth Social 🚨 US steel production surpassed Japan's for the first time in [--] years which the post attributes to Trump-era tariffs and a [----] AI data-center construction boom. 📈 Affected Securities: $CLF $NUE $VIS $XLI $GDX $VNQ $XME $EWJ $IYJ $IYR $SLX $XLRE 📊 Sentiment: Positive https://twitter.com/i/web/status/2017966221103161591 https://twitter.com/i/web/status/2017966221103161591"  
[X Link](https://x.com/TipRanks/status/2017966221103161591)  2026-02-01T14:20Z 38K followers, [----] engagements


"🚨 Trump on Truth Social 🚨 Claims the United States produced more steel in [----] than Japan and credits President Trump. 📈 Affected Securities: $CLF $NUE $VIS $XLI $GDX $XME $EWJ $IYJ $SLX 📊 Sentiment: Positive"  
[X Link](https://x.com/TipRanks/status/2018108404149911885)  2026-02-01T23:45Z 38K followers, [----] engagements


"🚨🔽Stifel downgraded Microsoft $MSFT to Hold from Buy with a price target of $392 down from $540. Given the well-documented Azure supply issues coupled with Google's $GOOGL strong Google Cloud Platform and Gemini results this evening and growing Anthropic momentum a near-term Azure acceleration is unlikely the analyst tells investors in a research note. FY27 is also likely to have less in-period revenue recognition as FY26 befitted from several product cycles the firm added. Stifel is modeling [----] EPS view of $18.70 which is "meaningfully below" consensus the analyst stated."  
[X Link](https://x.com/TipRanks/status/2019322226873356538)  2026-02-05T08:08Z 38K followers, [----] engagements


"🔼Mizuho analyst Vijay Rakesh upgraded Applied Materials $AMAT to Outperform from Neutral with a price target of $370 up from $275. As the world's number two wafer fab equipment supplier Applied Materials will benefit from accelerating spending in the U.S. Taiwan and Japan the analyst tells investors in a research note. The firm sees tailwinds for the company as it estimates [----] WFE spending will be up 13% year-over-year in [----] and 12% in [----]. This is a "significant acceleration" versus Mizuho's prior expectations the analyst notes. https://twitter.com/i/web/status/2016423316156772527"  
[X Link](https://x.com/TipRanks/status/2016423316156772527)  2026-01-28T08:09Z 38K followers, [----] engagements


"🔼Mizuho analyst Dan Dolev upgraded Circle Internet $CRCL to Neutral from Underperform with a price target of $77 up from $70. Since all Polymarket bets are settled in USD coin Mizuho now sees USDC on Polymarket as a "looming catalyst" for Circle Internet the analyst tells investors in a research note. The firm says [----] is off to a strong start for Polymarket with annualized volumes of $50B. The current run-rate could drive 25% potential upside to USDC's market capitalization with even more upside plausible given the multitude of prediction events "ranging from will Jesus return before 2027"  
[X Link](https://x.com/TipRanks/status/2016448759501123635)  2026-01-28T09:50Z 38K followers, [----] engagements


"$APP: Evercore ISI analyst Robert Coolbrith reiterated a Buy rating and $835 price target on AppLovin noting the decline in the shares possibly in reaction to Google's $GOOGL Project Genie an AI platform for prompt-based generation of infinite open world digital experiences. The firm views the move as "incorrect directionally" as it believes Genie will ease production of game content increasing total game content availability in the market and in turn increasing the relative importance and value capture opportunity of game discovery layers chiefly AppLovin. The firm also views AppLovin as at"  
[X Link](https://x.com/TipRanks/status/2017341043151163485)  2026-01-30T20:55Z 38K followers, 24.4K engagements


"🚨 Trump on Truth Social 🚨 Says the FCC is launching a probe into ABC's 'The View' amid enforcement of equal-time rules for candidates (link to Fox News). 📈 Affected Securities: $DIS $VOX $XLC $FOXA 📊 Sentiment: Negative"  
[X Link](https://x.com/TipRanks/status/2019955579687428433)  2026-02-07T02:05Z 38K followers, [----] engagements


"TD Cowen sees upside for Micron $MU toward $60 in earnings per share in [----] above the firm's prior bull case of $50. This opens the door for a $600 stock price over time the analyst tells investors in a research note. Micron closed Friday up $11.80 to $394.69. The tightness in the DRAM market will last for multiple years the analyst tells investors in a research note. The firm expects a "gradual re-rating path" toward 12-times earnings on a "normalized" $50 per share earnings power. https://twitter.com/i/web/status/2020841061543723231 https://twitter.com/i/web/status/2020841061543723231"  
[X Link](https://x.com/TipRanks/status/2020841061543723231)  2026-02-09T12:43Z 38K followers, [----] engagements


"Hims & Hers $HIMS said in a post on X formerly Twitter: "Novo Nordisk's $NVO lawsuit is a blatant attack by a Danish company on millions of Americans who rely on compounded medications for access to personalized care. Once again Big Pharma is weaponizing the US judicial system to limit consumer choice. This lawsuit attacks more than just one medication or company - it directly assaults a well-established vital component of US pharmacy practice that has improved patient care for everything from obesity to infertility to cancer. Hims & Hers has a long history of providing safe access to"  
[X Link](https://x.com/TipRanks/status/2020857899262566773)  2026-02-09T13:50Z 38K followers, [----] engagements


"Shopify $SHOP reports Q4 revenue $3.67B consensus $3.59B Reports Q4 GMV $123.84B and MRR $205M. "2025 was Shopify at full throttle - driving compounding growth while laying the rails for the new era of AI commerce" said Harley Finkelstein President of Shopify. "2026 will be the year of the builders and we'll be powering them - from first sale to full scale."Jeff Hoffmeister Chief Financial Officer said "We closed Q4 with strong top-line growth and disciplined cash generation with revenue up 31% year-over-year and a 19% free cash flow margin. This brings [----] to 30% revenue growth [--] percentage"  
[X Link](https://x.com/anyuser/status/2021558795449573691)  2026-02-11T12:15Z 38K followers, [---] engagements


"🚨TD Cowen upgraded Shopify $SHOP to Buy from Hold with an unchanged price target of $159. The firm cites valuation for the upgrade with the shares down 30% year-to-date. Shopify's "strong" quarter continued growth momentum and the post-earnings pullback "represents an attractive entry point for investors to own the de facto modern-day eCommerce infrastructure" the analyst tells investors in a research note. TD believes Shopify's fundamentals are strong while the stock's valuation is now "much more reasonable.""  
[X Link](https://x.com/anyuser/status/2021702111797379510)  2026-02-11T21:45Z 38K followers, [---] engagements


"🚨 Trump on Truth Social 🚨 Trump criticizes Canada for taking advantage of the U.S. on trade urges tariffs at the northern border and says Republicans should maintain that stance. 📈 Affected Securities: $EWC 📊 Sentiment: Negative"  
[X Link](https://x.com/anyuser/status/2021727249246871914)  2026-02-11T23:25Z 38K followers, [---] engagements


"🚨🔼Raymond James upgraded Oscar Health $OSCR to Outperform from Market Perform with an $18 price target. The stock's relative valuation is attractive at current levels as the company's margins recover across the Affordable Care Act exchange market the analyst tells investors in a research note. Raymond James sees Oscar Health as the "best house in a tough neighborhood." The firm says the company's Q4 miss is backwards looking and that its forward-looking outlook is "more supportive." https://twitter.com/i/web/status/2021886304208797880 https://twitter.com/i/web/status/2021886304208797880"  
[X Link](https://x.com/anyuser/status/2021886304208797880)  2026-02-12T09:57Z 38K followers, [---] engagements


"🚨🔼Jefferies upgraded Novo Nordisk $NVO to Hold from Underperform with a price target of DKK [---] up from DKK [---]. The firm says consensus estimate cuts better reflect the company's outlook. Novo's near-term downside risks have now crystallized the analyst tells investors in a research note. Jefferies believes the company still needs meaningful acquisitions to diversify its portfolio but says the U.S. oral Wegovy launch could drive share momentum. https://twitter.com/i/web/status/2021886499931701290 https://twitter.com/i/web/status/2021886499931701290"  
[X Link](https://x.com/anyuser/status/2021886499931701290)  2026-02-12T09:58Z 38K followers, [----] engagements


"🚨🔼JPMorgan upgraded MercadoLibre $MELI to Overweight from Neutral with a price target of $2800 up from $2650. The firm cites valuation for the upgrade following the stock's recent underperformance. Shopee increased its take rates last week "signaling a more benign competitive environment" the analyst tells investors in a research note. JPMorgan also no longer sees material downside risk to MercadoLibre's consensus estimates for [----] and [----]. The company should be able to "sustain a good pace of growth" in Brazil in Q4 of [----] above 30% adds the firm."  
[X Link](https://x.com/anyuser/status/2021887844373909880)  2026-02-12T10:03Z 38K followers, [----] engagements


"🚨🔽TD Cowen analyst Krish Sankar downgraded Rigetti Computing $RGTI to Hold from Buy without a price target. The firm sees a balanced risk/reward at current share levels due to Rigetti's "premium valuation" relative to peers. The company may also need new capital to fund its 200mm fab the analyst tells investors in a research note. TD believes Rigetti is facing greater competition headwinds are being excluded from Defense Advanced Research Projects Agency's Quantum Benchmarking Initiative Stage B program"  
[X Link](https://x.com/anyuser/status/2021919387574305122)  2026-02-12T12:08Z 38K followers, [---] engagements


"Truist lowered the firm's price target on Robinhood $HOOD to $120 from $130 and keeps a Buy rating on the shares. The firm views the company's Q4 earnings report as "frustrating." Robinhood posted few financial positives outside of the prediction markets the analyst tells investors in a research note. Truist says that in addition to crypto weakness important metrics for Robinhood like user growth and net deposits were light in December. January was" better but not by much" adds the firm. Truist is still positive on the company's longer-term potential but says the shares could see short-term"  
[X Link](https://x.com/anyuser/status/2021919504343658764)  2026-02-12T12:09Z 38K followers, [---] engagements


"🚨 Trump on Truth Social 🚨 Trump says he approved $39.1 million in disaster relief for Mississippi after a severe winter storm praises the state and Governor Tate Reeves and expresses support for Mississippians. 📈 Affected Securities: $CAT $HD $LOW $VIS $XLF $XLI $KRE $VCR $VFH $XLY $IYJ 📊 Sentiment: Positive https://twitter.com/i/web/status/2019885111878046042 https://twitter.com/i/web/status/2019885111878046042"  
[X Link](https://x.com/TipRanks/status/2019885111878046042)  2026-02-06T21:25Z 38K followers, [---] engagements


"🚨 Trump on Truth Social 🚨 He approved $60.6 million in federal aid for Tennessee to assist recovery from a severe winter storm praising residents and saying they will rebuild quickly. 📈 Affected Securities: $CAT $HD $LOW $MLM $VMC $VIS $XLI $VCR $XLY $IYJ 📊 Sentiment: Positive https://twitter.com/i/web/status/2019886406315774174 https://twitter.com/i/web/status/2019886406315774174"  
[X Link](https://x.com/TipRanks/status/2019886406315774174)  2026-02-06T21:30Z 38K followers, [---] engagements


"⚡Tigress Financial resumed coverage of Tesla $TSLA with a Buy rating and $550 price target The firm sees long-term growth and value creation increasingly being driven by Teslas evolution from a pure-play EV manufacturer into a multi-layered physical AI platform. The firm sees the physical AI growth flywheel being driven by expanding Full Self Drive subscriptions robotaxis and Optimus humanoid robots to stack on top of an already sizable and profitable EV and energy base the analyst tells investors. https://twitter.com/i/web/status/2021967991655559425"  
[X Link](https://x.com/anyuser/status/2021967991655559425)  2026-02-12T15:21Z 38K followers, [---] engagements


"Goldman Sachs keeps a Buy rating and $600 price target on Microsoft $MSFT. The firm believes that the company's prioritizing compute capex for first party applications - Copilot - and internal R&D - or Microsoft AI - over short-term Azure revenue will ultimately drive more strategic AI positioning across multiple layers of the technology stack and better returns over the medium term the analyst tells investors in a research note"  
[X Link](https://x.com/TipRanks/status/2022258128046137402)  2026-02-13T10:34Z 38K followers, [---] engagements


"$META plans to reintroduce facial recognition through its smart glasses this year via a feature called "Name Tag" allowing users to identify people and access information using its AI assistant The New York Times' Kashmir Hill Kalley Huang and Mike Isaac report. According to four people involved with the plans the company is evaluating safety and privacy risks and earlier plans to pilot the feature in a limited setting have not yet been implemented. https://twitter.com/i/web/status/2022275669472706868 https://twitter.com/i/web/status/2022275669472706868"  
[X Link](https://x.com/anyuser/status/2022275669472706868)  2026-02-13T11:44Z 38K followers, [---] engagements


"The Pentagon is urging leading AI companies including Google $GOOGL xAI OpenAI and Anthropic to deploy their models on classified military networks with fewer standard user restrictions Reuters' David Jeans and Deepa Seetharaman report. The goal according to officials is to make advanced AI tools accessible across both unclassified and classified domains to support defense applications according to the report. https://twitter.com/i/web/status/2022275904509018140 https://twitter.com/i/web/status/2022275904509018140"  
[X Link](https://x.com/anyuser/status/2022275904509018140)  2026-02-13T11:45Z 38K followers, [----] engagements


"🚨Craig-Hallum upgraded Applied Materials $AMAT to Buy from Hold with a $450 price target. The firm cites better-than-expected Q1 results and Q2 guidance a more than 20% [----] semi equipment growth outlook weighted to the second half of the year and a meaningfully improved multi-year AI-driven demand profile supported by earlier-than-expected $1T semiconductor industry revenue stronger visibility in advanced node chips HBM and advanced packaging and the company sees AI-driven demand to last an extended period. https://twitter.com/i/web/status/2022320990995309016"  
[X Link](https://x.com/anyuser/status/2022320990995309016)  2026-02-13T14:44Z 38K followers, [---] engagements


"Love is in the Air and So Are the Savings 💖 This Valentines Day give your portfolio some love with TipRanks Premium now 70% OFF Get full access to analyst ratings hedge fund moves AI stock insights and more to make smarter investing decisions in [----]. Dont miss this limited-time offer your portfolio deserves a little love too 👉 Claim your discount here: https://www.tipranks.com/checkout/v2llf=campaign-social&coupon=VAL70PER&subscription=tipranks-premium-yearly&activeNewsletters=true"  
[X Link](https://x.com/anyuser/status/2020939551447896424)  2026-02-09T19:15Z 38K followers, [----] engagements


"🚨Craig-Hallum upgraded Applied Materials $AMAT to Buy from Hold with a $450 price target. The firm cites better-than-expected Q1 results and Q2 guidance a more than 20% [----] semi equipment growth outlook weighted to the second half of the year and a meaningfully improved multi-year AI-driven demand profile supported by earlier-than-expected $1T semiconductor industry revenue stronger visibility in advanced node chips HBM and advanced packaging and the company sees AI-driven demand to last an extended period. https://twitter.com/i/web/status/2022320990995309016"  
[X Link](https://x.com/anyuser/status/2022320990995309016)  2026-02-13T14:44Z 38K followers, [---] engagements


"⚡JPMorgan raised the firm's price target on MP Materials $MP to $76 from $74 and keeps an Overweight rating on the shares. The firm updated the company's model ahead of the Q4 report"  
[X Link](https://x.com/anyuser/status/2022285394662818186)  2026-02-13T12:23Z 38K followers, [----] engagements


"The Pentagon is urging leading AI companies including Google $GOOGL xAI OpenAI and Anthropic to deploy their models on classified military networks with fewer standard user restrictions Reuters' David Jeans and Deepa Seetharaman report. The goal according to officials is to make advanced AI tools accessible across both unclassified and classified domains to support defense applications according to the report. https://twitter.com/i/web/status/2022275904509018140 https://twitter.com/i/web/status/2022275904509018140"  
[X Link](https://x.com/anyuser/status/2022275904509018140)  2026-02-13T11:45Z 38K followers, [----] engagements


"$META plans to reintroduce facial recognition through its smart glasses this year via a feature called "Name Tag" allowing users to identify people and access information using its AI assistant The New York Times' Kashmir Hill Kalley Huang and Mike Isaac report. According to four people involved with the plans the company is evaluating safety and privacy risks and earlier plans to pilot the feature in a limited setting have not yet been implemented. https://twitter.com/i/web/status/2022275669472706868 https://twitter.com/i/web/status/2022275669472706868"  
[X Link](https://x.com/anyuser/status/2022275669472706868)  2026-02-13T11:44Z 38K followers, [---] engagements


"Microsoft $MSFT is planning to pursue "true self-sufficiency" in the AI space by building its own models and reducing reliance on OpenAI Melissa Heikkila of The Financial Times reports citing comments made by AI chief Mustafa Suleyman. According to Suleyman this strategic shift following a restructuring of the company's relationship with OpenAI in October prompting Microsoft to advance its AI technology independently. https://twitter.com/i/web/status/2022275541462622466 https://twitter.com/i/web/status/2022275541462622466"  
[X Link](https://x.com/anyuser/status/2022275541462622466)  2026-02-13T11:43Z 38K followers, [---] engagements


"🔼KGI Securities analyst Leon Chen upgraded Applied Materials $AMAT to Outperform from Neutral with a $425 price target"  
[X Link](https://x.com/TipRanks/status/2022258724966973511)  2026-02-13T10:37Z 38K followers, [---] engagements


"🔼DZ Bank upgraded Cloudflare $NET to Buy from Hold with a $215 price target"  
[X Link](https://x.com/anyuser/status/2022258573829365963)  2026-02-13T10:36Z 38K followers, [---] engagements


"🚨🔼HSBC analyst Stephen Bersey upgraded CrowdStrike $CRWD to Buy from Hold with a $446 price target"  
[X Link](https://x.com/anyuser/status/2022258453578654200)  2026-02-13T10:36Z 38K followers, [---] engagements


"Goldman Sachs keeps a Buy rating and $600 price target on Microsoft $MSFT. The firm believes that the company's prioritizing compute capex for first party applications - Copilot - and internal R&D - or Microsoft AI - over short-term Azure revenue will ultimately drive more strategic AI positioning across multiple layers of the technology stack and better returns over the medium term the analyst tells investors in a research note"  
[X Link](https://x.com/TipRanks/status/2022258128046137402)  2026-02-13T10:34Z 38K followers, [---] engagements


"⚡Tigress Financial resumed coverage of Tesla $TSLA with a Buy rating and $550 price target The firm sees long-term growth and value creation increasingly being driven by Teslas evolution from a pure-play EV manufacturer into a multi-layered physical AI platform. The firm sees the physical AI growth flywheel being driven by expanding Full Self Drive subscriptions robotaxis and Optimus humanoid robots to stack on top of an already sizable and profitable EV and energy base the analyst tells investors. https://twitter.com/i/web/status/2021967991655559425"  
[X Link](https://x.com/anyuser/status/2021967991655559425)  2026-02-12T15:21Z 38K followers, [---] engagements


"🚨🔽Monness Crespi downgraded Coinbase $COIN to Sell from Buy with a $120 price target as the firm is cutting estimates "again" ahead of the company's Q4 report. The firm says its prior assumption of a steady recovery over the course of calendar [----] was "foolish" given the typical length and magnitude of crypto bear markets telling investors that it now models softness through the first half of [----] and sets its calendar [----] and [----] estimates below the Street view. The firm expects better entry points in the future the analyst added. https://twitter.com/i/web/status/2021927628815344116"  
[X Link](https://x.com/TipRanks/status/2021927628815344116)  2026-02-12T12:41Z 38K followers, [----] engagements


"Truist lowered the firm's price target on Robinhood $HOOD to $120 from $130 and keeps a Buy rating on the shares. The firm views the company's Q4 earnings report as "frustrating." Robinhood posted few financial positives outside of the prediction markets the analyst tells investors in a research note. Truist says that in addition to crypto weakness important metrics for Robinhood like user growth and net deposits were light in December. January was" better but not by much" adds the firm. Truist is still positive on the company's longer-term potential but says the shares could see short-term"  
[X Link](https://x.com/anyuser/status/2021919504343658764)  2026-02-12T12:09Z 38K followers, [---] engagements


"🚨🔽TD Cowen analyst Krish Sankar downgraded Rigetti Computing $RGTI to Hold from Buy without a price target. The firm sees a balanced risk/reward at current share levels due to Rigetti's "premium valuation" relative to peers. The company may also need new capital to fund its 200mm fab the analyst tells investors in a research note. TD believes Rigetti is facing greater competition headwinds are being excluded from Defense Advanced Research Projects Agency's Quantum Benchmarking Initiative Stage B program"  
[X Link](https://x.com/anyuser/status/2021919387574305122)  2026-02-12T12:08Z 38K followers, [---] engagements


"🚨🔼JPMorgan upgraded MercadoLibre $MELI to Overweight from Neutral with a price target of $2800 up from $2650. The firm cites valuation for the upgrade following the stock's recent underperformance. Shopee increased its take rates last week "signaling a more benign competitive environment" the analyst tells investors in a research note. JPMorgan also no longer sees material downside risk to MercadoLibre's consensus estimates for [----] and [----]. The company should be able to "sustain a good pace of growth" in Brazil in Q4 of [----] above 30% adds the firm."  
[X Link](https://x.com/anyuser/status/2021887844373909880)  2026-02-12T10:03Z 38K followers, [----] engagements


"🚨🔼Jefferies upgraded Novo Nordisk $NVO to Hold from Underperform with a price target of DKK [---] up from DKK [---]. The firm says consensus estimate cuts better reflect the company's outlook. Novo's near-term downside risks have now crystallized the analyst tells investors in a research note. Jefferies believes the company still needs meaningful acquisitions to diversify its portfolio but says the U.S. oral Wegovy launch could drive share momentum. https://twitter.com/i/web/status/2021886499931701290 https://twitter.com/i/web/status/2021886499931701290"  
[X Link](https://x.com/anyuser/status/2021886499931701290)  2026-02-12T09:58Z 38K followers, [----] engagements


"🚨🔼Raymond James upgraded Oscar Health $OSCR to Outperform from Market Perform with an $18 price target. The stock's relative valuation is attractive at current levels as the company's margins recover across the Affordable Care Act exchange market the analyst tells investors in a research note. Raymond James sees Oscar Health as the "best house in a tough neighborhood." The firm says the company's Q4 miss is backwards looking and that its forward-looking outlook is "more supportive." https://twitter.com/i/web/status/2021886304208797880 https://twitter.com/i/web/status/2021886304208797880"  
[X Link](https://x.com/anyuser/status/2021886304208797880)  2026-02-12T09:57Z 38K followers, [---] engagements


"🚨 Trump on Truth Social 🚨 Trump criticizes Canada for taking advantage of the U.S. on trade urges tariffs at the northern border and says Republicans should maintain that stance. 📈 Affected Securities: $EWC 📊 Sentiment: Negative"  
[X Link](https://x.com/anyuser/status/2021727249246871914)  2026-02-11T23:25Z 38K followers, [---] engagements


"🚨TD Cowen upgraded Shopify $SHOP to Buy from Hold with an unchanged price target of $159. The firm cites valuation for the upgrade with the shares down 30% year-to-date. Shopify's "strong" quarter continued growth momentum and the post-earnings pullback "represents an attractive entry point for investors to own the de facto modern-day eCommerce infrastructure" the analyst tells investors in a research note. TD believes Shopify's fundamentals are strong while the stock's valuation is now "much more reasonable.""  
[X Link](https://x.com/anyuser/status/2021702111797379510)  2026-02-11T21:45Z 38K followers, [---] engagements


"🚨January U.S. nonfarm payrolls rise [------] unemployment rate falls to 4.3% $QQQ $SPY"  
[X Link](https://x.com/anyuser/status/2021578761867563404)  2026-02-11T13:35Z 38K followers, [---] engagements


"Shopify $SHOP reports Q4 revenue $3.67B consensus $3.59B Reports Q4 GMV $123.84B and MRR $205M. "2025 was Shopify at full throttle - driving compounding growth while laying the rails for the new era of AI commerce" said Harley Finkelstein President of Shopify. "2026 will be the year of the builders and we'll be powering them - from first sale to full scale."Jeff Hoffmeister Chief Financial Officer said "We closed Q4 with strong top-line growth and disciplined cash generation with revenue up 31% year-over-year and a 19% free cash flow margin. This brings [----] to 30% revenue growth [--] percentage"  
[X Link](https://x.com/anyuser/status/2021558795449573691)  2026-02-11T12:15Z 38K followers, [---] engagements

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

@TipRanks Avatar @TipRanks TipRanks

Eli Lilly ($LLY) is making significant strides with its weight loss pill, Orforglipron, which recently received an upgrade from HSBC to "hold" from "reduce" due to promising phase [--] trial results and potential for a [----] launch. The pill's success could boost investor confidence and market valuation. Additionally, the company is advancing its Alzheimer's treatment and other studies, further solidifying its position.

Engagements: [-----] #

Engagements Line Chart

  • [--] Week [------] -27%
  • [--] Month [-------] -18%
  • [--] Months [---------] -9.80%
  • [--] Year [---------] +420%

Mentions: [--] #

Mentions Line Chart

  • [--] Week [---] -22%
  • [--] Month [---] +19%
  • [--] Months [-----] -20%
  • [--] Year [-----] +211%

Followers: [------] #

Followers Line Chart

  • [--] Week [------] +0.14%
  • [--] Month [------] +1.30%
  • [--] Months [------] +11%
  • [--] Year [------] +18%

CreatorRank: [---------] #

CreatorRank Line Chart

Social Influence

Social category influence stocks 86.86% finance 43.07% technology brands 30.66% cryptocurrencies 11.68% countries 8.76% financial services #635 currencies 4.38% automotive brands 4.38% exchanges 2.19% travel destinations 1.46%

Social topic influence target #1500, ai 18.25%, sentiment #886, strong 12.41%, growth 8.03%, stocks #4144, $amat #115, $googl 6.57%, in the 5.84%, truth 5.84%

Top accounts mentioned or mentioned by @maximus163 @mikey_t_ac @techequityeng @chrisjversace @stockwatch369 @prospero_ai @hoperemy @degentoxic @99dot9percent @_xdfh @alex_itrc @yianisz @grok @stocktradernet @brianander81 @smallcapcanada @common8er @robenneriah @darkstonecap @da54293

Top assets mentioned Applied Materials, Inc. (AMAT) Alphabet Inc Class A (GOOGL) Robinhood Markets, Inc. (HOOD) Novo-Nordisk (NVO) Microsoft Corp. (MSFT) SoFi Technologies, Inc. Common Stock (SOFI) RAI Finance (SOFI) NVIDIA Corp. (NVDA) Tesla, Inc. (TSLA) Hims & Hers Health, Inc. (HIMS) Shopify Inc (SHOP) Circle Internet Group, Inc. (CRCL) MP Materials Corp. (MP) JPMorgan Chase (JPM) Amazon.com, Inc. (AMZN) CatCoin (CAT) Eli Lilly and Company (LLY) Coinbase Global Inc. (COIN) Mario Coin (COIN) Cloudflare, Inc. (NET) Block, Inc. (XYZ) AppLovin Corporation (APP) UnitedHealth Group (UNH) Alibaba Group (BABA) Basis Cash (BAC) Micron Technology, Inc. (MU) Palantir Technologies Inc. (PLTR)

Top Social Posts

Top posts by engagements in the last [--] hours

"Love is in the Air and So Are the Savings 💖 This Valentines Day give your portfolio some love with TipRanks Premium now 70% OFF Get full access to analyst ratings hedge fund moves AI stock insights and more to make smarter investing decisions in [----]. Dont miss this limited-time offer your portfolio deserves a little love too 👉 Claim your discount here: https://www.tipranks.com/checkout/v2llf=campaign-social&coupon=VAL70PER&subscription=tipranks-premium-yearly&activeNewsletters=true"
X Link 2026-02-09T19:15Z 38K followers, [----] engagements

"Yesterday Cathie Woods ARK Investment added 108.5K shares of Circle Internet $CRCL 174K shares of Alphabet $GOOG and 396K shares of CoreWeave $CRWW. The portfolio shifts reflect continued positioning toward AI cloud infrastructure and digital platforms"
X Link 2025-11-26T08:07Z 38K followers, [----] engagements

"Cathie Woods ARK Investment added 124.5K shares of Robinhood $HOOD and 36.6K shares of Schrdinger $SDGR continuing its selective accumulation across fintech and AI-driven healthcare names"
X Link 2025-12-12T09:45Z 38K followers, [---] engagements

"Bullish option flow detected in SoFi Technologies $SOFI with [------] calls trading 3x expected and implied vol increasing over [--] points to 64.69%. 1/9 weekly [--] calls and 1/9 weekly [--] calls are the most active options with total volume in those strikes near [-----] contracts. The Put/Call Ratio is [----]. Earnings are expected on January 30th. https://twitter.com/i/web/status/2008193338676072948 https://twitter.com/i/web/status/2008193338676072948"
X Link 2026-01-05T15:06Z 38K followers, [----] engagements

"Citi analyst Bryan Keane reiterates Buy ratings on Affirm $AFRM Klarna $KLAR and Block $XYZ saying it is bullish on buy now pay later in [----]. The firm believes BNPL is an "increasingly embedded payment and budgeting tool" across both online and offline commerce. It sees the sector positioned for "material" share gains driving 20% volume growth in [----] and beyond. https://twitter.com/i/web/status/2009596430051066022 https://twitter.com/i/web/status/2009596430051066022"
X Link 2026-01-09T12:01Z 37.9K followers, [----] engagements

"⚡Stifel analyst Brian Chin raised the firm's price target on Applied Materials $AMAT to $340 from $250 and keeps a Buy rating on the shares as part of the firm's semi equipment [----] outlook. Field checks over the past few weeks have been bullish says the analyst who now expects growth in industry WFE spending of 10%-15% in calendar [----] exceeding its prior 7%-8% year-over-year forecast. https://twitter.com/i/web/status/2011440187084050747 https://twitter.com/i/web/status/2011440187084050747"
X Link 2026-01-14T14:08Z 38K followers, [---] engagements

"âš¡ RBC Capital initiated coverage of Applied Materials $AMAT with an Outperform rating and $385 price target. The stock outperformed the SOX index but lagged US equipment peers last year due to China headwinds weaker mature node spending and possibly some share shifts the analyst tells investors in a research note. The firm adds it is positive on wafer fab spending and expects Applied Materials to grow at least in line in the next [--] months. https://twitter.com/i/web/status/2011705613978370358 https://twitter.com/i/web/status/2011705613978370358"
X Link 2026-01-15T07:42Z 38K followers, [----] engagements

"$AMAT: ⚡Needham analyst Charles Shi raised the firm's price target on Applied Materials to $390 from $260 and keeps a Strong Buy rating on the shares. Commentary from the Needham Growth Conference pointed to broad-based demand improvement over the past [--] days supporting a bullish sector outlook the analyst tells investors in a research note. Despite strong year-to-date performance the direction for semicap remains positive with Q4 earnings expected to deliver multiple catalysts the firm says. https://twitter.com/i/web/status/2013575630902763834"
X Link 2026-01-20T11:33Z 38K followers, [----] engagements

"Citi says the State Taxation Administration of Shanghai announced a fine of Rmb [------] on $PDD Holdings saying the company failed to complete rectification within the specified time period. Following reports of onsite checks by regulators the fine is "smaller-than-feared" the analyst tells investors in a research note. Citi sees the announcement removing on overhang on PDD shares. It keeps a Buy rating on the stock with a $170 price target. PDD in premarket trading is up 6% to $110.76. https://twitter.com/i/web/status/2013957880815169875 https://twitter.com/i/web/status/2013957880815169875"
X Link 2026-01-21T12:52Z 38K followers, [---] engagements

"🚨 Trump on Truth Social 🚨 Trump claims China is "taking over" Canada expresses sadness and jokingly hopes they leave ice hockey alone. 📈 Affected Securities: $ENB $RY $XLF $XLE $GOLD $MCHI $GDX $EWC 📊 Sentiment: Negative"
X Link 2026-01-25T18:15Z 38K followers, [----] engagements

"🚨 Trump on Truth Social 🚨 Trump alleges Minnesota is covering up a massive financial fraud. 📈 Affected Securities: $AMP $USB $XLF $KRE $VFH 📊 Sentiment: Negative"
X Link 2026-01-25T18:20Z 38K followers, [----] engagements

"🚨🔼Needham upgraded AppLovin $APP to Buy from Hold with a $700 price target. The firm's e-commerce work has given it added confidence in the trajectory of AppLovin's e-commerce revenue growth in [----]. In addition the stock has pulled back off the highs from a month ago the analyst tells investors in a research note. Needham upped AppLovin's e-commerce sales estimates for [----] to $1.45B from $1.05B prior as it now assumes the growth in advertisers from the self-service launch and ramp-up in spend more than offsets typical Q1 seasonality. The firm sees potential upside the numbers in a bull"
X Link 2026-01-26T12:16Z 38K followers, [----] engagements

"Cantor Fitzgerald initiated coverage of Block $XYZ with an Overweight rating and $87 price target. With the early innings of Block's turnaround behind it momentum is starting to build as new product initiatives demonstrate that Block's innovation engine is "firing on all cylinders" the analyst tells investors in a research note. The firm added that the company's medium-term guidance was impressive but now it comes down to execution. https://twitter.com/i/web/status/2016084421011480985 https://twitter.com/i/web/status/2016084421011480985"
X Link 2026-01-27T09:42Z 37.9K followers, [----] engagements

"Leerink lowered the firm's price target on UnitedHealth $UNH to $345 from $410 and keeps an Outperform rating on the shares. The company's Q4 results included a continuation of elevated cost trends a shortfall in Optum Health and guidance that is "underwritten with a number of believable assumptions" the analyst tells investors in a research note. The firm views the selloff in shares yesterday as likely "overly harsh" versus the final Medicare Advantage rates that will come in April. https://twitter.com/i/web/status/2016460840195522606 https://twitter.com/i/web/status/2016460840195522606"
X Link 2026-01-28T10:38Z 37.9K followers, [---] engagements

"BREAKING: 🚨China has approved the purchase of Nvidia's $NVDA H200 AI chips for the first time authorizing several Chinese customers including Alibaba $BABA and ByteDance to buy an initial batch worth about $10B The Wall Street Journal's Raffaele Huang reports. The move signals easing U.S.-China tensions following last year's trade truce and comes ahead of a planned visit by President Trump to China in April. Reference Link https://twitter.com/i/web/status/2016472981749248082 https://twitter.com/i/web/status/2016472981749248082"
X Link 2026-01-28T11:26Z 37.9K followers, [----] engagements

"$UNH: Cantor Fitzgerald tells investors in a research note that UnitedHealth's sharp selloff on Tuesday appears overdone largely driven by disappointment around the [----] Medicare Advantage rate notice which can be mitigated through pricing actions. While recovery may take time clearer [----] EPS guidance and limited [----] earnings risk should help sentiment improve in the coming months the firm says. Cantor Fitzgerald has an Overweight rating and $440 price target on the stock. https://twitter.com/i/web/status/2016487061990080914 https://twitter.com/i/web/status/2016487061990080914"
X Link 2026-01-28T12:22Z 37.9K followers, [----] engagements

"Robinhood $HOOD announced via X that it is "testing something new. Full-service tax filing. Estate planning. And a dedicated CFP professional. Plus a 1% match on all transfers from another brokerage. Terms apply. This isn't DIY taxes or AI-generated guidance. These are premium Concierge Services delivered through trusted partners and built into the app you already use. To qualify transfer at least $500K and maintain $1M+ in assets on Robinhood or refer a friend who meets the criteria and you'll both get access. https://twitter.com/i/web/status/2016576183450689995"
X Link 2026-01-28T18:16Z 37.9K followers, [---] engagements

"⚡TD Cowen raised the firm's price target on $ASML to EUR [----] from EUR [----] and keeps a Buy rating on the shares. The company reported "solid" results and guidance the analyst tells investors in a research note. The firm says strong artificial intelligence spending plans in leading edge logic and DRAM are driving demand for extreme ultraviolet lithography which should more than offset a decline in China sales. It sees ASML posting 12% revenue growth in [----]. https://twitter.com/i/web/status/2016608589280932279 https://twitter.com/i/web/status/2016608589280932279"
X Link 2026-01-28T20:25Z 37.9K followers, [---] engagements

"🔽🚨BMO Capital downgraded First Solar $FSLR to Market Perform from Outperform with a price target of $263 down from $285. The firm "initially dismissed as aspirational" Tesla $TSLA CEO Elon Musk's remarks last week about potentially building a significant vertically integrated solar photovoltaic modules manufacturing base to self-generate. However Musk's remarks during Tesla's earnings call suggest "this is likely to become a bona fide effort" in the next few quarters the analyst tells investors in a research note. BMO believes Tesla's efforts could be an overhang on First Solar shares "for"
X Link 2026-01-29T10:25Z 38K followers, [----] engagements

"$MP: JPMorgan analyst Bill Peterson says shares of MP Materials traded lower after Reuters reported last night that the Trump administration is "stepping back" from plans to guarantee a minimum price for U.S. critical minerals projects amid a lack of congressional funding. However in a post on X MP rebuked the report as "inaccurate misleading and inconsistent with the facts" noting that its deal with the Department of Defense is binding and remains in force including the price floor the analyst tells investors in a research note. JPMorgan views any pullback in the stock as an opportunity to"
X Link 2026-01-29T12:11Z 37.9K followers, [---] engagements

"🚨 Trump on Truth Social 🚨 Trump praises Kevin Hassett saying there was speculation Hassett might be named Fed Chair but he will remain at the White House because he is doing an outstanding job. 📈 Affected Securities: $BAC $C $JPM $XLF $KRE $VFH $VNQ $IYR $XLRE 📊 Sentiment: Positive https://twitter.com/i/web/status/2017218803621363761 https://twitter.com/i/web/status/2017218803621363761"
X Link 2026-01-30T12:50Z 38K followers, [---] engagements

"⚡Roth Capital analyst Rohit Kulkarni raised the firm's price target on Reddit $RDDT to $215 from $210 and keeps a Neutral rating on the shares ahead of its Q4 results. Roth expects a "beat and raise" earnings result adding that it would be a "tactical buyer" given the stock's recent weakness the analyst tells investors in a research note. https://twitter.com/i/web/status/2017222394788622762 https://twitter.com/i/web/status/2017222394788622762"
X Link 2026-01-30T13:04Z 38K followers, [----] engagements

"🚨 Trump on Truth Social 🚨 Donald Trump endorses Jeff Ellington for Indiana State Senate District [--] criticizes incumbent Eric Bassler and Kristi Risk as RINOs for opposing redistricting and highlights Ellington's background as a businessman firefighter farmer and GOP official. Trump says Ellington will protect Hoosier values support farmers and ranchers grow the economy cut taxes and regulations promote Made in the U.S.A. advance American energy dominance support the military and law enforcement safeguard elections and protect the Second Amendment. 📈 Affected Securities: $CVX $DE $XOM $VIS"
X Link 2026-02-01T19:00Z 38K followers, [---] engagements

"⚡Phillip Securities analyst Yik Ban Chong initiated coverage of Micron $MU with a Buy rating and $500 price target. The firm says the company's high bandwidth memory products are in high demand. It believes Micron can "chip away" at SK Hynix's market share when its HBM4 ramps beyond Q2. https://twitter.com/i/web/status/2018236813614219724 https://twitter.com/i/web/status/2018236813614219724"
X Link 2026-02-02T08:15Z 38K followers, [----] engagements

"Nvidia $NVDA CEO Jensen Huang said the companys new OpenAI investment will be huge calling it potentially Nvidias largest ever though well below $100B. Nvidia plans to participate in OpenAIs latest funding round after earlier internal hesitation. $OPENAI"
X Link 2026-02-02T11:03Z 38K followers, [----] engagements

"🚨🔼William Blair upgraded Palantir $PLTR to Outperform after a 30% pullback citing improved valuation and continued commercial momentum. The firm says enterprise demand remains strong with the Trump administration all-in and PLTR positioned for renewed growth and margin expansion. The firm expects the shares to return to greater than $200 over the next [--] months as "positive developments suggest the hyper-growth and margin expansion can continue." https://twitter.com/i/web/status/2018298045322895402 https://twitter.com/i/web/status/2018298045322895402"
X Link 2026-02-02T12:18Z 38K followers, 65.6K engagements

"🚨President Trump plans to launch a $1B strategic critical minerals stockpile Project Vault to reduce U.S. reliance on Chinese rare earths and protect manufacturers from supply shocks Bloomberg's Jennifer A. Dlouhy and Joe Deaux report. The initiative would combine $10B in Export-Import Bank loans with $1.67B in private capital to procure and store minerals for U.S. industry according to the report. Publicly traded companies in the space include MP Materials $MP USA Rare Earth $USAR Critical Metals $CRML and United States Antimony $UAMY. https://twitter.com/i/web/status/2018308342561509752"
X Link 2026-02-02T12:59Z 38K followers, [----] engagements

"🚨 Trump on Truth Social 🚨 Trump says he welcomes China and India investing in Venezuela's oil sector linking to a Bloomberg article about the statement. 📈 Affected Securities: $CVX $SLB $XLE $MCHI $OIH $VDE $INDA 📊 Sentiment: Positive"
X Link 2026-02-02T14:35Z 38K followers, [---] engagements

"Cathie Wood's ARK Investment bought 90K shares of Robinhood $HOOD yesterday"
X Link 2026-02-04T08:09Z 38K followers, [----] engagements

"$ABBV Q4: Adj EPS $2.71 vs est. $2.65 Revenue $16.62B vs est. $16.41B. FY revenue up 8.6% to $61.16B driven by Skyrizi ($17.6B strong growth) and Rinvoq ($8.3B). Immunology portfolio up 14% for year. Provides [----] adj EPS guidance of $14.37-$14.57"
X Link 2026-02-04T13:00Z 37.9K followers, [---] engagements

"Amazon $AMZN plans to deploy AI tools at Amazon MGM Studios to cut costs and streamline parts of the movie and TV production process with a closed beta for industry partners launching in March and initial results expected by May Dawn Chmielewski and Greg Bensinger of Reuters report. Led by Albert Cheng the small "AI Studio" team aims to use AI to speed up workflows and help address rising production budgets even as the technology raises concerns about job impacts in Hollywood"
X Link 2026-02-04T20:54Z 38K followers, [---] engagements

"$GOOG Q4: EPS $2.82 vs est. $2.63 Revenue $113.8B vs est. $111.32B. Both beat. Revenue +18% YoY driven by Google Cloud +48% to $17.7B and Search +17%. Operating margin 32%. Guiding [----] CapEx to $175-185B to support AI infrastructure investments"
X Link 2026-02-04T21:07Z 38K followers, [----] engagements

"$QCOM Q1 FY26: Reports EPS of $3.50 (est. $3.39) on revenue of $12.3B (est. $12.13B) both beating estimates with record quarterly revenues. Automotive hit record $1.1B for 2nd consecutive quarter. Q2 guidance: $2.45-$2.65 EPS on $10.2-11.0B revenue citing memory supply constraints impacting handset demand. https://twitter.com/i/web/status/2019156031113404488 https://twitter.com/i/web/status/2019156031113404488"
X Link 2026-02-04T21:08Z 37.9K followers, [---] engagements

"🚨 Trump on Truth Social 🚨 Donald Trump endorses Clay Fuller for Georgia's 14th Congressional District highlighting Fuller's background as a District Attorney and Air National Guard officer and pledging priorities including supporting the military and veterans growing the economy cutting taxes and regulations promoting 'Made in the U.S.A.' pursuing American energy dominance securing the border stopping migrant crime safeguarding elections advancing school choice and defending the Second Amendment. 📈 Affected Securities: $CAT $CVX $XOM $GE $LMT $RTX $VIS $XLI $XLE $OIH $VDE $PPA $XAR $ITA"
X Link 2026-02-04T23:40Z 37.9K followers, [---] engagements

"🚨🔼Seaport Research upgraded FuboTV $FUBO to Buy from Neutral with a $3 price target. The company just posted their first quarter post-merger of Disney's $DIS Hulu Live with FuboTV and shares fell dramatically but the firm believes that this now provides an interesting opportunity in the face of uncertainty the analyst tells investors in a research note. https://twitter.com/i/web/status/2019322594478928314 https://twitter.com/i/web/status/2019322594478928314"
X Link 2026-02-05T08:09Z 37.9K followers, [----] engagements

"⚡TD Cowen raised the firm's price target on Alphabet $GOOGL to $365 from $355 and keeps a Buy rating on the shares post the Q4 report. The company reported another quarter of acceleration of cloud growth while search drove the sales beat the analyst tells investors in a research note. https://twitter.com/i/web/status/2019359073632723303 https://twitter.com/i/web/status/2019359073632723303"
X Link 2026-02-05T10:34Z 37.9K followers, [---] engagements

"⚡Barclays raised the firm's price target on Alphabet $GOOGL to $360 from $315 and keeps an Overweight rating on the shares post the Q4 report. The firm says the company's artificial intelligence "story is cranking on full flex-mode" with 48% Cloud growth in the quarter and a "massive jump" in backlog. https://twitter.com/i/web/status/2019359162744901640 https://twitter.com/i/web/status/2019359162744901640"
X Link 2026-02-05T10:35Z 37.9K followers, [---] engagements

"$GOOGL: ⚡Evercore ISI and Needham both raised Alphabet price targets to $400 following a strong Q4. Evercore reiterated Outperform citing stellar revenue and operating income beats driven by core fundamentals and AI execution. Needham kept a Buy pointing to accelerating revenue momentum disciplined capex and enterprise adoption of Gemini as a cost and growth lever"
X Link 2026-02-05T13:35Z 38K followers, [---] engagements

"🚨Hims and Hers Health $HIMS will begin offering a compounded version of Novo Nordisk's $NVO new Wegovy pill at an introductory price of $49 per month or about $100 less than the brand name reported Reuters citing the online telehealth company. Following the lower one-time payment patients at Hims with a five-month subscription will pay $99 per month thereafter versus the $199 Novo will charge the report noted. Reference Link https://twitter.com/i/web/status/2019410527475130826 https://twitter.com/i/web/status/2019410527475130826"
X Link 2026-02-05T13:59Z 37.9K followers, [----] engagements

"🚨 Trump on Truth Social 🚨 Trump gives a full endorsement of Japan's Prime Minister Sanae Takaichi ahead of the Feb [--] [----] legislative election praises her leadership notes close U.S.-Japan cooperation on national security and a substantial trade deal benefiting both countries and says he will welcome her to the White House on March [--]. 📈 Affected Securities: $BA $SONY $TM $QQQ $VIS $XLI $XLK $VCR $VGT $XLY $EWJ $IYJ 📊 Sentiment: Positive https://twitter.com/i/web/status/2019468624671424586 https://twitter.com/i/web/status/2019468624671424586"
X Link 2026-02-05T17:50Z 37.9K followers, [---] engagements

"🚨 Trump on Truth Social 🚨 Trump says he spoke with UK Prime Minister Keir Starmer about the strategically important U.S. military base on Diego Garcia warns that if a lease or U.S. operations there are threatened he reserves the right to militarily secure and reinforce the American presence and rejects challenges to the base framed as "fake claims" or "environmental nonsense." 📈 Affected Securities: $LMT $NOC $RTX $PPA $XAR $ITA $EWU 📊 Sentiment: Positive https://twitter.com/i/web/status/2019471189144400297 https://twitter.com/i/web/status/2019471189144400297"
X Link 2026-02-05T18:00Z 37.9K followers, [---] engagements

"🚨 Trump on Truth Social 🚨 Trump endorses Cody Simpson for South Carolina Commissioner of Agriculture praising his farming and USDA experience and saying Cody would pursue economic growth tax and regulatory cuts promote Made-in-USA manufacturing American energy dominance border security law and order veterans support and Second Amendment defense. 📈 Affected Securities: $ADM $CAT $CVX $DE $XOM $MOS $XLI $XLE $XME 📊 Sentiment: Positive https://twitter.com/i/web/status/2019547888301265029 https://twitter.com/i/web/status/2019547888301265029"
X Link 2026-02-05T23:05Z 37.9K followers, [---] engagements

"🚨The U.S. FDA commissioner Marty Makary recently said the FDA will be taking action against companies producing "illegal copycat drugs" claiming to be similar to FDA-approved products Carlos Mendez and Chris Thomas of Reuters reports. Hims and Hers Health $HIMS stock the maker of a cheaper $49 version of Novo Nordisk's $NVO Wegovy has plunged since these comments. https://twitter.com/i/web/status/2019736116820115756 https://twitter.com/i/web/status/2019736116820115756"
X Link 2026-02-06T11:33Z 38K followers, [----] engagements

"Stellantis $STLA plunges 27% after the carmaker said a business reset resulted in charges of around EUR 22.2B for the second half of 2025"
X Link 2026-02-06T14:22Z 38K followers, [---] engagements

"FDA plans enforcement action against non-FDA-approved compounded GLP-1 drugs targeting misleading marketing and safety claims. The move pressures compounders and platforms like $HIMS while reinforcing the moat around FDA-approved players $LLY and $NVO. Regulatory risk is rising fast for off-label GLP-1 sellers. https://twitter.com/i/web/status/2019893771454788019 https://twitter.com/i/web/status/2019893771454788019"
X Link 2026-02-06T21:59Z 38K followers, [----] engagements

"H.C. Wainwright raised its price target on $MSTR to $540 from $500 and reiterated Buy calling it its top stock pick for [----] post-Q4. The firm expects Strategy to outperform Bitcoin via steady Bitcoin-per-share gains citing strong execution aggressive January buying and a $3.9B raise to add [-----] BTC despite weak sentiment. https://twitter.com/i/web/status/2019893808780161430 https://twitter.com/i/web/status/2019893808780161430"
X Link 2026-02-06T21:59Z 38K followers, [---] engagements

"🚨 Trump on Truth Social 🚨 Announces a dramatic drop in the price of Ozempic (GLP1 diabetes/weightloss drug) linking to a Daily Caller article. 📈 Affected Securities: $CVS $LLY $NVO $XLV $VHT $IBB 📊 Sentiment: Negative"
X Link 2026-02-06T22:00Z 38K followers, [----] engagements

"🚨 Trump on Truth Social 🚨 Trump claims the Dow reached [-----] today three years ahead of schedule credits his performance and warns voters to remember for the midterms because Democrats will 'crash the economy.' 📈 Affected Securities: $AAPL $JPM $MSFT $QQQ $XLF $XLK $KRE $VFH $VGT 📊 Sentiment: Positive https://twitter.com/i/web/status/2019900207408828888 https://twitter.com/i/web/status/2019900207408828888"
X Link 2026-02-06T22:25Z 38K followers, [----] engagements

"🚨🔼Wolfe Research upgraded Robinhood $HOOD to Outperform from Peer Perform with a $125 price target. Shares are down 27% year-to-date notes the analyst who sees the risk/reward as more attractive following the pullback. The firm believes most sources of EPS improvement are durable as higher prediction markets volumes should offset pressure in other areas like crypto the analyst added. https://twitter.com/i/web/status/2020831471422800239 https://twitter.com/i/web/status/2020831471422800239"
X Link 2026-02-09T12:05Z 38K followers, [---] engagements

"🚨🔽Melius Research analyst Ben Reitzes downgraded Oracle $ORCL to Hold from Buy with a $160 price target. While the firm says it admires Larry Ellison for "going for it here" it adds that it may just be a tough slog as debt and equity will be an overhang for some time as it questions "What should a stock sell for with no free cash flow until the 2030s" Oracle should be valued "more akin to an infrastructure company vs. a software company" the analyst added. https://twitter.com/i/web/status/2020864839199932517 https://twitter.com/i/web/status/2020864839199932517"
X Link 2026-02-09T14:18Z 38K followers, [---] engagements

"💵Most Anticipated Earnings Reports This Week💵 On deck to share earnings results this week are Coca-Cola $KO McDonald's $MCD Coinbase $COIN Robinhood $HOOD Nebius $NBIS Coinbase $COIN and Airbnb $ABNB plus many more Which of these names do you expect to outperform"
X Link 2026-02-09T14:23Z 38K followers, [----] engagements

"Amazon $AMZN has notified industry executives that it is planning to start a marketplace where publishers can market content to firms offering AI products The Information's Catherine Perloff and Erin Woo report citing two people familiar with the project"
X Link 2026-02-10T09:29Z 38K followers, [---] engagements

"🚨🔼Daiwa upgraded Palantir $PLTR to Buy from Neutral with an $180 price target"
X Link 2026-02-10T10:30Z 38K followers, [----] engagements

"🚨🔼HSBC analyst Stephen Bersey upgraded CrowdStrike $CRWD to Buy from Hold with a $446 price target"
X Link 2026-02-13T10:36Z 38K followers, [---] engagements

"⚡Susquehanna raised the firm's price target on Nu Holdings $NU to $22 from $19 and keeps a Positive rating on the shares. The firm sees a good setup for [----] as they sense they are growing closer to a period of global expansion for NU as it templatizes its expansion beyond Brazil Mexico and Colombia into the US. They also remain confident in the company's underlying asset quality with relatively stable delinquency rates and attractive unit economics across its existing markets. https://twitter.com/i/web/status/2016120338451497432 https://twitter.com/i/web/status/2016120338451497432"
X Link 2026-01-27T12:05Z 38K followers, [----] engagements

"🚨🔽Monness Crespi downgraded Coinbase $COIN to Sell from Buy with a $120 price target as the firm is cutting estimates "again" ahead of the company's Q4 report. The firm says its prior assumption of a steady recovery over the course of calendar [----] was "foolish" given the typical length and magnitude of crypto bear markets telling investors that it now models softness through the first half of [----] and sets its calendar [----] and [----] estimates below the Street view. The firm expects better entry points in the future the analyst added. https://twitter.com/i/web/status/2021927628815344116"
X Link 2026-02-12T12:41Z 38K followers, [----] engagements

"🔼DZ Bank upgraded Cloudflare $NET to Buy from Hold with a $215 price target"
X Link 2026-02-13T10:36Z 38K followers, [---] engagements

"🔼KGI Securities analyst Leon Chen upgraded Applied Materials $AMAT to Outperform from Neutral with a $425 price target"
X Link 2026-02-13T10:37Z 38K followers, [---] engagements

"Microsoft $MSFT is planning to pursue "true self-sufficiency" in the AI space by building its own models and reducing reliance on OpenAI Melissa Heikkila of The Financial Times reports citing comments made by AI chief Mustafa Suleyman. According to Suleyman this strategic shift following a restructuring of the company's relationship with OpenAI in October prompting Microsoft to advance its AI technology independently. https://twitter.com/i/web/status/2022275541462622466 https://twitter.com/i/web/status/2022275541462622466"
X Link 2026-02-13T11:43Z 38K followers, [---] engagements

"⚡JPMorgan raised the firm's price target on MP Materials $MP to $76 from $74 and keeps an Overweight rating on the shares. The firm updated the company's model ahead of the Q4 report"
X Link 2026-02-13T12:23Z 38K followers, [----] engagements

"BREAKING: Viking Therapeutics $VKTX surges 13% and Structure Therapeutics $GPCR rises 7% after Pfizer halts its obesity drug development"
X Link 2025-04-15T11:03Z 38K followers, [---] engagements

"🔥Hot New IPO Stocks🔥 These three stocks $NTSK $PTRN & $STUB all hit the public market last month with IPO's in mid-September. Following the customary 'quiet period' Wall Street Analysts have now started weighing in - and the consensus is a Strong Buy Which of these newly public companies is on your watchlist https://twitter.com/i/web/status/1979251390364164510 https://twitter.com/i/web/status/1979251390364164510"
X Link 2025-10-17T18:21Z 38K followers, [----] engagements

"🚨Wolfe Research initiates Circle Internet $CRCL with Underperform and a $60 PT. While calling Circle the undisputed leader in regulated stablecoins Wolfe warns of rate and competitive headwinds and says the stock still trades at a premium valuation"
X Link 2025-12-02T10:45Z 38K followers, [----] engagements

"China has approved DeepSeek to purchase Nvidia's $NVDA H200 chips though regulatory conditions are still being finalized according to sources Reuters' Fanny Potkin reports. The move follows reports that major Chinese tech firms like Alibaba $BABA and Tencent $TCEHY have also received clearance for large H200 purchases even as Nvidia's CEO said licensing details remain unresolved. https://twitter.com/i/web/status/2017193894601982362 https://twitter.com/i/web/status/2017193894601982362"
X Link 2026-01-30T11:11Z 38K followers, [----] engagements

"🚨 Trump on Truth Social 🚨 Praises Christopher Waller Rick Rieder and others interviewed for a Federal Reserve position calling them outstanding and thanking them. 📈 Affected Securities: $BAC $BLK $JPM $XLF $KRE $VFH 📊 Sentiment: Positive"
X Link 2026-01-30T12:55Z 38K followers, [---] engagements

"🚨William Blair analyst Andrew Jeffrey says SoFi Technologies $SOFI easily beat Q4 revenue and EBITDA estimates while guiding [----] EBITDA well ahead of estimates. SoFi's Implied 55% incremental EBITDA margin "suggests the company does not have enough investment opportunities to keep profitability down" the analyst tells investors in a research note. William Blair encourages investors to buy the stock into the post-earnings rally. "The future of banking is SoFi" it contends. The firm calls the quarter a "blowout" and believes the company's accelerating key performance indicators suggest an"
X Link 2026-01-30T13:03Z 38K followers, 34.8K engagements

"Mizuho analyst Dan Dolev says SoFi Technologies' $SOFI "strong" Q4 beat and "upbeat" guidance following the stock's "disappointing" performance year-to-date "should offer a sigh of relief." The firm has an Outperform rating on the shares with a $38 price target"
X Link 2026-01-30T13:05Z 38K followers, [----] engagements

"🚨 Trump on Truth Social 🚨 Asserts that Iowans are earning more and paying less after Trump's return linking to a Des Moines Register opinion piece. 📈 Affected Securities: $CASY $DE $PFG $VIS $XLF $XLI $KRE $VCR $VFH $XLY $IYJ 📊 Sentiment: Positive"
X Link 2026-02-01T19:00Z 38K followers, [----] engagements

"BREAKING: 🚨🔼JPMorgan analyst Reginald Smith upgraded SoFi Technologies $SOFI to Overweight from Neutral with an unchanged price target of $31. The stock has declined 10% since the Q4 earnings call on Friday despite SoFi posting record results and better than expected fiscal [----] EBITDA guidance the analyst tells investors in a research note. JPMorgan says the selloff has created the entry point it had been waiting for. The momentum in SoFi 's business is "undeniable" as the company continues to add new members and deposits at a record pace adds the firm."
X Link 2026-02-03T10:15Z 38K followers, [----] engagements

"🚨 Trump on Truth Social 🚨 Trump confirms talks with Cuba and says he is hopeful he will strike a deal. 📈 Affected Securities: $CCL $RCL $AAL $VIS $XLI $VCR $XLY $IYJ 📊 Sentiment: Positive"
X Link 2026-02-03T15:00Z 38K followers, [---] engagements

"$NVS Q4 Earnings: EPS $2.03 vs est. $1.98 (beat); Revenue $13.34B vs est. $13.70B (miss). FY sales +8% driven by Kisqali (+57%) Kesimpta (+36%) Pluvicto (+42%). Core margin reached 40.1%. [----] guidance: low single-digit sales growth low single-digit core operating income decline amid largest patent expiry in company history. https://twitter.com/i/web/status/2018984618821578864 https://twitter.com/i/web/status/2018984618821578864"
X Link 2026-02-04T09:46Z 38K followers, [---] engagements

"🚨 Trump on Truth Social 🚨 Asserts that Trump's MAHA movement unexpectedly helped lower food price inflation and links to an article. 📈 Affected Securities: $KR $TSN $WMT $VDC $XLP $XLY 📊 Sentiment: Positive"
X Link 2026-02-05T04:40Z 38K followers, [---] engagements

"Tower Semiconductor $TSEM announced it is scaling AI infrastructure deployments with high performance silicon photonics for 1.6T data center optical modules designed for Nvidia $NVDA networking protocols. Tower Semiconductor's silicon photonics enables up to double the data-rate compared to prior silicon photonics solutions providing increased bandwidth and throughput for optical connectivity speeding AI application performance on AI infrastructure. https://twitter.com/i/web/status/2019385549451096201 https://twitter.com/i/web/status/2019385549451096201"
X Link 2026-02-05T12:20Z 38K followers, [----] engagements

"WeRide $WRD and Uber $UBER announced an expansion of their strategic partnership to deploy at least [----] robotaxis across the Middle East. The deployment which will span Abu Dhabi Dubai and Riyadh is expected to be completed as soon as 2027"
X Link 2026-02-06T14:33Z 38K followers, [---] engagements

"🚨 Trump on Truth Social 🚨 The White House has launched a program called 'TrumpRx' to lower prescription drug prices described as the 'biggest thing in healthcare' in decades. 📈 Affected Securities: $AMGN $MRK $PFE $XLV $VHT $IBB 📊 Sentiment: Negative"
X Link 2026-02-06T22:00Z 38K followers, [----] engagements

"🚨 Trump on Truth Social 🚨 Trump urges approval of the NexstarTegna deal arguing increased competition will challenge national TV 'Fake News' networks and calling to 'get that deal done.' 📈 Affected Securities: $NXST $SBGI $VOX $TGNA $XLC 📊 Sentiment: Positive"
X Link 2026-02-07T15:35Z 38K followers, [---] engagements

"🚨🔼Roth Capital upgraded Roblox $RBLX to Buy from Neutral with a price target of $84 up from $78. The firm is more positive on the shares due to Roblox's better than expected [----] bookings guidance and over 20% bookings growth outlook annually over the next several years. The company has a "strong sustainable virtuous circle" with improving development tools that are producing higher quality games the analyst tells investors in a research note. Roth sees an attractive valuation at current share levels. https://twitter.com/i/web/status/2020797632419971503"
X Link 2026-02-09T09:51Z 38K followers, [----] engagements

"🚨Wedbush is adding Salesforce $CRM and ServiceNow $NOW to AI [--] List. The firm is removing Roblox $RBLX and Baidu $BIDU from the list. Wedbush tells investors it believes the software selloff is way overdone. The AI Revolution is just beginning and Wedbush believes tech stocks and the AI winners should be bought given its view that this is year three of what will be a 10-year cycle of this AI Revolution buildout. https://twitter.com/i/web/status/2020841877361012946 https://twitter.com/i/web/status/2020841877361012946"
X Link 2026-02-09T12:47Z 38K followers, [----] engagements

"In a regulatory filing Strategy $MSTR announced an update on its bitcoin holdings. The company reported acquiring [----] bitcoin for approximately $90M at an average purchase price of $78815 between February [--] and February [--]. As of February [--] Strategy holds [------] bitcoin acquired for an aggregate purchase price of approximately $54.35B"
X Link 2026-02-09T14:43Z 38K followers, [---] engagements

"JPMorgan analyst Doug Anmuth keeps an Overweight rating and $265 price target on Amazon $AMZN. The stock has fallen following last week's earnings as its [----] capex target of $200B is "well above expectations" and likely suggests "significant free cash flow burn" this year the analyst tells investors in a research note. The firm notes however that the investment is coming from a position of strong demand and should support AWS growth acceleration through [----]. Going forward investor focus will be on AWS and backlog growth Retail market share gains and margin expansion JPMorgan added."
X Link 2026-02-10T09:29Z 38K followers, [----] engagements

"$KO Q4: EPS $0.58 (adj) vs $0.56 est ✓; Revenue $11.8B vs $12.03B est ✗. Organic revenue +5% operating margin expanded to 24.4%. However took $960M impairment charge on BODYARMOR. Full year free cash flow $11.4B ex-fairlife payment. Currency headwinds impacted results"
X Link 2026-02-10T11:59Z 38K followers, [---] engagements

"$JMIA Q4: Revenue $61.4M vs est. $63.8M (miss). GMV surged 36% YoY to $279.5M driving strong momentum. Adjusted EBITDA loss improved 47% to $7.3M. Cash burn dramatically reduced to $1.7M from $26.5M YoY. Company targeting Q4 [----] breakeven with continued strong growth expected in [----]. https://twitter.com/i/web/status/2021192399800742337 https://twitter.com/i/web/status/2021192399800742337"
X Link 2026-02-10T11:59Z 38K followers, [----] engagements

"$DDOG Q4: Revenue $953M vs est. $918.7M (+29% YoY); EPS $0.59 vs est. $0.56. Strong customer growth with [---] $1M+ ARR customers (up 31% YoY). FY26 guidance: $4.06B-$4.10B revenue $2.08-$2.16 EPS. Generated $291M free cash flow in quarter"
X Link 2026-02-10T12:30Z 38K followers, [---] engagements

"🚨🔼Oppenheimer upgraded Unity $U to Outperform from Perform with a $38 price target. The firm says that the recent selloff driven by fears that "world models" like Google's $GOOGL Project Genie will displace game engines is fundamentally misplaced and ignores the distinct architectural role Unity plays in development. Oppenheimer views the current valuation as disconnected from the company's improving fundamentals specifically the successful re-acceleration of the Grow segment via the Vector and disciplined cost management. The firm views the current risk/reward profile as favorable. Further"
X Link 2026-02-10T12:58Z 38K followers, [----] engagements

"🚨🔼Baird analyst Shrenik Kothari upgraded Cloudflare $NET to Outperform from Neutral with a price target of $260 up from $230. The company's Q4 report Q4 "marked the strongest confirmation yet" that its growth vectors are now "compounding simultaneously" the analyst tells investors in a research note. The firm says Cloudflare posted record annual contract value accelerating remaining performance obligation and further go-to-market gains. It views the fiscal [----] outlook as "prudent." With investment sentiment "moderated" and accelerating fundamentals Cloudflare's risk/reward has turned"
X Link 2026-02-11T10:07Z 38K followers, [---] engagements

"🚨January U.S. nonfarm payrolls rise [------] unemployment rate falls to 4.3% $QQQ $SPY"
X Link 2026-02-11T13:35Z 38K followers, [---] engagements

"BofA analysts added $ASML to the firm's "Europe [--] list" while removing ASM International $ASMIY and Infineon $IFNNY. Bofa also rolled back RWE AG $RWEOY onto the list. The Europe [--] represents a list of the firm's best research ideas in Europe"
X Link 2025-12-03T12:03Z 38K followers, 25.2K engagements

"🔼Deutsche Bank analyst Melissa Weathers upgraded Applied Materials $AMAT to Buy from Hold with a price target of $390 up from $275. The firm upped estimates for the company to reflect a "much more constructive" wafer fab equipment environment entering [----] and [----]. Deutsche's out-year estimates are now 10% above the Street with potential upside risk the analyst tells investors in a research note. The firm views Applied Materials' current discount valuation to peers as overdone. it sees potential for the gap to shrink going forward. https://twitter.com/i/web/status/2014657032566034869"
X Link 2026-01-23T11:10Z 38K followers, [----] engagements

"$LLY Q4: Beat on both lines with EPS of $7.54 (est. $6.91) and revenue of $19.3B (est. $17.94B) up 43% YoY driven by Mounjaro and Zepbound volume growth. Issues strong [----] guidance of $80-83B revenue and $33.50-35.00 EPS. Announced U.S. government agreement to expand obesity medicine access. https://twitter.com/i/web/status/2019016138802241949 https://twitter.com/i/web/status/2019016138802241949"
X Link 2026-02-04T11:52Z 38K followers, [---] engagements

"🚨🔼Citizens upgraded Uber $UBER to Outperform from Market Perform with a $100 price target. The firm's worries around headline risk around competition specifically from Tesla $TSLA remain but its upgrade is based on better valuation the analyst tells investors. While the firm still expects competition from Tesla to be meaningful in the years to come it believes Uber is doing "an exceptional job" building out a strong network of AV partners that it can aggregate in the medium term the analyst added. https://twitter.com/i/web/status/2019151809558745318"
X Link 2026-02-04T20:51Z 38K followers, [----] engagements

"🚨🔼Citizens analyst Devin Ryan upgraded SoFi Technologies $SOFI to Outperform from Market Perform with a $30 price target. The stock has sold off to $21 after having traded to highs over $30 in late [----] now down 20% year-to-date the analyst tells investors in a research note. The firm believes the recent risk-off rotation has penalized higher-growth narratives. It believes SoFi's selloff is less about near-term macro fear and more about "style factor compression and technicals creating an opportunity" to own the stock. The company offers "compounding at scale" and "rapidly diversifying"
X Link 2026-02-09T12:04Z 38K followers, [---] engagements

"$NTES Q4: Revenue $3.9B vs est. $4.15B (miss); Non-GAAP EPS $1.58 vs est. $2.05 (miss). Revenue +3% YoY to RMB27.5B. Gaming revenue +3.4% YoY. Gross profit +8.7%. Company highlights AI integration across game development and strong performance from global titles including Sword of Justice and Marvel Rivals. https://twitter.com/i/web/status/2021531149147738339 https://twitter.com/i/web/status/2021531149147738339"
X Link 2026-02-11T10:25Z 38K followers, [---] engagements

"🚨 Trump on Truth Social 🚨 US steel production surpassed Japan's for the first time in [--] years which the post attributes to Trump-era tariffs and a [----] AI data-center construction boom. 📈 Affected Securities: $CLF $NUE $VIS $XLI $GDX $VNQ $XME $EWJ $IYJ $IYR $SLX $XLRE 📊 Sentiment: Positive https://twitter.com/i/web/status/2017966221103161591 https://twitter.com/i/web/status/2017966221103161591"
X Link 2026-02-01T14:20Z 38K followers, [----] engagements

"🚨 Trump on Truth Social 🚨 Claims the United States produced more steel in [----] than Japan and credits President Trump. 📈 Affected Securities: $CLF $NUE $VIS $XLI $GDX $XME $EWJ $IYJ $SLX 📊 Sentiment: Positive"
X Link 2026-02-01T23:45Z 38K followers, [----] engagements

"🚨🔽Stifel downgraded Microsoft $MSFT to Hold from Buy with a price target of $392 down from $540. Given the well-documented Azure supply issues coupled with Google's $GOOGL strong Google Cloud Platform and Gemini results this evening and growing Anthropic momentum a near-term Azure acceleration is unlikely the analyst tells investors in a research note. FY27 is also likely to have less in-period revenue recognition as FY26 befitted from several product cycles the firm added. Stifel is modeling [----] EPS view of $18.70 which is "meaningfully below" consensus the analyst stated."
X Link 2026-02-05T08:08Z 38K followers, [----] engagements

"🔼Mizuho analyst Vijay Rakesh upgraded Applied Materials $AMAT to Outperform from Neutral with a price target of $370 up from $275. As the world's number two wafer fab equipment supplier Applied Materials will benefit from accelerating spending in the U.S. Taiwan and Japan the analyst tells investors in a research note. The firm sees tailwinds for the company as it estimates [----] WFE spending will be up 13% year-over-year in [----] and 12% in [----]. This is a "significant acceleration" versus Mizuho's prior expectations the analyst notes. https://twitter.com/i/web/status/2016423316156772527"
X Link 2026-01-28T08:09Z 38K followers, [----] engagements

"🔼Mizuho analyst Dan Dolev upgraded Circle Internet $CRCL to Neutral from Underperform with a price target of $77 up from $70. Since all Polymarket bets are settled in USD coin Mizuho now sees USDC on Polymarket as a "looming catalyst" for Circle Internet the analyst tells investors in a research note. The firm says [----] is off to a strong start for Polymarket with annualized volumes of $50B. The current run-rate could drive 25% potential upside to USDC's market capitalization with even more upside plausible given the multitude of prediction events "ranging from will Jesus return before 2027"
X Link 2026-01-28T09:50Z 38K followers, [----] engagements

"$APP: Evercore ISI analyst Robert Coolbrith reiterated a Buy rating and $835 price target on AppLovin noting the decline in the shares possibly in reaction to Google's $GOOGL Project Genie an AI platform for prompt-based generation of infinite open world digital experiences. The firm views the move as "incorrect directionally" as it believes Genie will ease production of game content increasing total game content availability in the market and in turn increasing the relative importance and value capture opportunity of game discovery layers chiefly AppLovin. The firm also views AppLovin as at"
X Link 2026-01-30T20:55Z 38K followers, 24.4K engagements

"🚨 Trump on Truth Social 🚨 Says the FCC is launching a probe into ABC's 'The View' amid enforcement of equal-time rules for candidates (link to Fox News). 📈 Affected Securities: $DIS $VOX $XLC $FOXA 📊 Sentiment: Negative"
X Link 2026-02-07T02:05Z 38K followers, [----] engagements

"TD Cowen sees upside for Micron $MU toward $60 in earnings per share in [----] above the firm's prior bull case of $50. This opens the door for a $600 stock price over time the analyst tells investors in a research note. Micron closed Friday up $11.80 to $394.69. The tightness in the DRAM market will last for multiple years the analyst tells investors in a research note. The firm expects a "gradual re-rating path" toward 12-times earnings on a "normalized" $50 per share earnings power. https://twitter.com/i/web/status/2020841061543723231 https://twitter.com/i/web/status/2020841061543723231"
X Link 2026-02-09T12:43Z 38K followers, [----] engagements

"Hims & Hers $HIMS said in a post on X formerly Twitter: "Novo Nordisk's $NVO lawsuit is a blatant attack by a Danish company on millions of Americans who rely on compounded medications for access to personalized care. Once again Big Pharma is weaponizing the US judicial system to limit consumer choice. This lawsuit attacks more than just one medication or company - it directly assaults a well-established vital component of US pharmacy practice that has improved patient care for everything from obesity to infertility to cancer. Hims & Hers has a long history of providing safe access to"
X Link 2026-02-09T13:50Z 38K followers, [----] engagements

"Shopify $SHOP reports Q4 revenue $3.67B consensus $3.59B Reports Q4 GMV $123.84B and MRR $205M. "2025 was Shopify at full throttle - driving compounding growth while laying the rails for the new era of AI commerce" said Harley Finkelstein President of Shopify. "2026 will be the year of the builders and we'll be powering them - from first sale to full scale."Jeff Hoffmeister Chief Financial Officer said "We closed Q4 with strong top-line growth and disciplined cash generation with revenue up 31% year-over-year and a 19% free cash flow margin. This brings [----] to 30% revenue growth [--] percentage"
X Link 2026-02-11T12:15Z 38K followers, [---] engagements

"🚨TD Cowen upgraded Shopify $SHOP to Buy from Hold with an unchanged price target of $159. The firm cites valuation for the upgrade with the shares down 30% year-to-date. Shopify's "strong" quarter continued growth momentum and the post-earnings pullback "represents an attractive entry point for investors to own the de facto modern-day eCommerce infrastructure" the analyst tells investors in a research note. TD believes Shopify's fundamentals are strong while the stock's valuation is now "much more reasonable.""
X Link 2026-02-11T21:45Z 38K followers, [---] engagements

"🚨 Trump on Truth Social 🚨 Trump criticizes Canada for taking advantage of the U.S. on trade urges tariffs at the northern border and says Republicans should maintain that stance. 📈 Affected Securities: $EWC 📊 Sentiment: Negative"
X Link 2026-02-11T23:25Z 38K followers, [---] engagements

"🚨🔼Raymond James upgraded Oscar Health $OSCR to Outperform from Market Perform with an $18 price target. The stock's relative valuation is attractive at current levels as the company's margins recover across the Affordable Care Act exchange market the analyst tells investors in a research note. Raymond James sees Oscar Health as the "best house in a tough neighborhood." The firm says the company's Q4 miss is backwards looking and that its forward-looking outlook is "more supportive." https://twitter.com/i/web/status/2021886304208797880 https://twitter.com/i/web/status/2021886304208797880"
X Link 2026-02-12T09:57Z 38K followers, [---] engagements

"🚨🔼Jefferies upgraded Novo Nordisk $NVO to Hold from Underperform with a price target of DKK [---] up from DKK [---]. The firm says consensus estimate cuts better reflect the company's outlook. Novo's near-term downside risks have now crystallized the analyst tells investors in a research note. Jefferies believes the company still needs meaningful acquisitions to diversify its portfolio but says the U.S. oral Wegovy launch could drive share momentum. https://twitter.com/i/web/status/2021886499931701290 https://twitter.com/i/web/status/2021886499931701290"
X Link 2026-02-12T09:58Z 38K followers, [----] engagements

"🚨🔼JPMorgan upgraded MercadoLibre $MELI to Overweight from Neutral with a price target of $2800 up from $2650. The firm cites valuation for the upgrade following the stock's recent underperformance. Shopee increased its take rates last week "signaling a more benign competitive environment" the analyst tells investors in a research note. JPMorgan also no longer sees material downside risk to MercadoLibre's consensus estimates for [----] and [----]. The company should be able to "sustain a good pace of growth" in Brazil in Q4 of [----] above 30% adds the firm."
X Link 2026-02-12T10:03Z 38K followers, [----] engagements

"🚨🔽TD Cowen analyst Krish Sankar downgraded Rigetti Computing $RGTI to Hold from Buy without a price target. The firm sees a balanced risk/reward at current share levels due to Rigetti's "premium valuation" relative to peers. The company may also need new capital to fund its 200mm fab the analyst tells investors in a research note. TD believes Rigetti is facing greater competition headwinds are being excluded from Defense Advanced Research Projects Agency's Quantum Benchmarking Initiative Stage B program"
X Link 2026-02-12T12:08Z 38K followers, [---] engagements

"Truist lowered the firm's price target on Robinhood $HOOD to $120 from $130 and keeps a Buy rating on the shares. The firm views the company's Q4 earnings report as "frustrating." Robinhood posted few financial positives outside of the prediction markets the analyst tells investors in a research note. Truist says that in addition to crypto weakness important metrics for Robinhood like user growth and net deposits were light in December. January was" better but not by much" adds the firm. Truist is still positive on the company's longer-term potential but says the shares could see short-term"
X Link 2026-02-12T12:09Z 38K followers, [---] engagements

"🚨 Trump on Truth Social 🚨 Trump says he approved $39.1 million in disaster relief for Mississippi after a severe winter storm praises the state and Governor Tate Reeves and expresses support for Mississippians. 📈 Affected Securities: $CAT $HD $LOW $VIS $XLF $XLI $KRE $VCR $VFH $XLY $IYJ 📊 Sentiment: Positive https://twitter.com/i/web/status/2019885111878046042 https://twitter.com/i/web/status/2019885111878046042"
X Link 2026-02-06T21:25Z 38K followers, [---] engagements

"🚨 Trump on Truth Social 🚨 He approved $60.6 million in federal aid for Tennessee to assist recovery from a severe winter storm praising residents and saying they will rebuild quickly. 📈 Affected Securities: $CAT $HD $LOW $MLM $VMC $VIS $XLI $VCR $XLY $IYJ 📊 Sentiment: Positive https://twitter.com/i/web/status/2019886406315774174 https://twitter.com/i/web/status/2019886406315774174"
X Link 2026-02-06T21:30Z 38K followers, [---] engagements

"⚡Tigress Financial resumed coverage of Tesla $TSLA with a Buy rating and $550 price target The firm sees long-term growth and value creation increasingly being driven by Teslas evolution from a pure-play EV manufacturer into a multi-layered physical AI platform. The firm sees the physical AI growth flywheel being driven by expanding Full Self Drive subscriptions robotaxis and Optimus humanoid robots to stack on top of an already sizable and profitable EV and energy base the analyst tells investors. https://twitter.com/i/web/status/2021967991655559425"
X Link 2026-02-12T15:21Z 38K followers, [---] engagements

"Goldman Sachs keeps a Buy rating and $600 price target on Microsoft $MSFT. The firm believes that the company's prioritizing compute capex for first party applications - Copilot - and internal R&D - or Microsoft AI - over short-term Azure revenue will ultimately drive more strategic AI positioning across multiple layers of the technology stack and better returns over the medium term the analyst tells investors in a research note"
X Link 2026-02-13T10:34Z 38K followers, [---] engagements

"$META plans to reintroduce facial recognition through its smart glasses this year via a feature called "Name Tag" allowing users to identify people and access information using its AI assistant The New York Times' Kashmir Hill Kalley Huang and Mike Isaac report. According to four people involved with the plans the company is evaluating safety and privacy risks and earlier plans to pilot the feature in a limited setting have not yet been implemented. https://twitter.com/i/web/status/2022275669472706868 https://twitter.com/i/web/status/2022275669472706868"
X Link 2026-02-13T11:44Z 38K followers, [---] engagements

"The Pentagon is urging leading AI companies including Google $GOOGL xAI OpenAI and Anthropic to deploy their models on classified military networks with fewer standard user restrictions Reuters' David Jeans and Deepa Seetharaman report. The goal according to officials is to make advanced AI tools accessible across both unclassified and classified domains to support defense applications according to the report. https://twitter.com/i/web/status/2022275904509018140 https://twitter.com/i/web/status/2022275904509018140"
X Link 2026-02-13T11:45Z 38K followers, [----] engagements

"🚨Craig-Hallum upgraded Applied Materials $AMAT to Buy from Hold with a $450 price target. The firm cites better-than-expected Q1 results and Q2 guidance a more than 20% [----] semi equipment growth outlook weighted to the second half of the year and a meaningfully improved multi-year AI-driven demand profile supported by earlier-than-expected $1T semiconductor industry revenue stronger visibility in advanced node chips HBM and advanced packaging and the company sees AI-driven demand to last an extended period. https://twitter.com/i/web/status/2022320990995309016"
X Link 2026-02-13T14:44Z 38K followers, [---] engagements

"Love is in the Air and So Are the Savings 💖 This Valentines Day give your portfolio some love with TipRanks Premium now 70% OFF Get full access to analyst ratings hedge fund moves AI stock insights and more to make smarter investing decisions in [----]. Dont miss this limited-time offer your portfolio deserves a little love too 👉 Claim your discount here: https://www.tipranks.com/checkout/v2llf=campaign-social&coupon=VAL70PER&subscription=tipranks-premium-yearly&activeNewsletters=true"
X Link 2026-02-09T19:15Z 38K followers, [----] engagements

"🚨Craig-Hallum upgraded Applied Materials $AMAT to Buy from Hold with a $450 price target. The firm cites better-than-expected Q1 results and Q2 guidance a more than 20% [----] semi equipment growth outlook weighted to the second half of the year and a meaningfully improved multi-year AI-driven demand profile supported by earlier-than-expected $1T semiconductor industry revenue stronger visibility in advanced node chips HBM and advanced packaging and the company sees AI-driven demand to last an extended period. https://twitter.com/i/web/status/2022320990995309016"
X Link 2026-02-13T14:44Z 38K followers, [---] engagements

"⚡JPMorgan raised the firm's price target on MP Materials $MP to $76 from $74 and keeps an Overweight rating on the shares. The firm updated the company's model ahead of the Q4 report"
X Link 2026-02-13T12:23Z 38K followers, [----] engagements

"The Pentagon is urging leading AI companies including Google $GOOGL xAI OpenAI and Anthropic to deploy their models on classified military networks with fewer standard user restrictions Reuters' David Jeans and Deepa Seetharaman report. The goal according to officials is to make advanced AI tools accessible across both unclassified and classified domains to support defense applications according to the report. https://twitter.com/i/web/status/2022275904509018140 https://twitter.com/i/web/status/2022275904509018140"
X Link 2026-02-13T11:45Z 38K followers, [----] engagements

"$META plans to reintroduce facial recognition through its smart glasses this year via a feature called "Name Tag" allowing users to identify people and access information using its AI assistant The New York Times' Kashmir Hill Kalley Huang and Mike Isaac report. According to four people involved with the plans the company is evaluating safety and privacy risks and earlier plans to pilot the feature in a limited setting have not yet been implemented. https://twitter.com/i/web/status/2022275669472706868 https://twitter.com/i/web/status/2022275669472706868"
X Link 2026-02-13T11:44Z 38K followers, [---] engagements

"Microsoft $MSFT is planning to pursue "true self-sufficiency" in the AI space by building its own models and reducing reliance on OpenAI Melissa Heikkila of The Financial Times reports citing comments made by AI chief Mustafa Suleyman. According to Suleyman this strategic shift following a restructuring of the company's relationship with OpenAI in October prompting Microsoft to advance its AI technology independently. https://twitter.com/i/web/status/2022275541462622466 https://twitter.com/i/web/status/2022275541462622466"
X Link 2026-02-13T11:43Z 38K followers, [---] engagements

"🔼KGI Securities analyst Leon Chen upgraded Applied Materials $AMAT to Outperform from Neutral with a $425 price target"
X Link 2026-02-13T10:37Z 38K followers, [---] engagements

"🔼DZ Bank upgraded Cloudflare $NET to Buy from Hold with a $215 price target"
X Link 2026-02-13T10:36Z 38K followers, [---] engagements

"🚨🔼HSBC analyst Stephen Bersey upgraded CrowdStrike $CRWD to Buy from Hold with a $446 price target"
X Link 2026-02-13T10:36Z 38K followers, [---] engagements

"Goldman Sachs keeps a Buy rating and $600 price target on Microsoft $MSFT. The firm believes that the company's prioritizing compute capex for first party applications - Copilot - and internal R&D - or Microsoft AI - over short-term Azure revenue will ultimately drive more strategic AI positioning across multiple layers of the technology stack and better returns over the medium term the analyst tells investors in a research note"
X Link 2026-02-13T10:34Z 38K followers, [---] engagements

"⚡Tigress Financial resumed coverage of Tesla $TSLA with a Buy rating and $550 price target The firm sees long-term growth and value creation increasingly being driven by Teslas evolution from a pure-play EV manufacturer into a multi-layered physical AI platform. The firm sees the physical AI growth flywheel being driven by expanding Full Self Drive subscriptions robotaxis and Optimus humanoid robots to stack on top of an already sizable and profitable EV and energy base the analyst tells investors. https://twitter.com/i/web/status/2021967991655559425"
X Link 2026-02-12T15:21Z 38K followers, [---] engagements

"🚨🔽Monness Crespi downgraded Coinbase $COIN to Sell from Buy with a $120 price target as the firm is cutting estimates "again" ahead of the company's Q4 report. The firm says its prior assumption of a steady recovery over the course of calendar [----] was "foolish" given the typical length and magnitude of crypto bear markets telling investors that it now models softness through the first half of [----] and sets its calendar [----] and [----] estimates below the Street view. The firm expects better entry points in the future the analyst added. https://twitter.com/i/web/status/2021927628815344116"
X Link 2026-02-12T12:41Z 38K followers, [----] engagements

"Truist lowered the firm's price target on Robinhood $HOOD to $120 from $130 and keeps a Buy rating on the shares. The firm views the company's Q4 earnings report as "frustrating." Robinhood posted few financial positives outside of the prediction markets the analyst tells investors in a research note. Truist says that in addition to crypto weakness important metrics for Robinhood like user growth and net deposits were light in December. January was" better but not by much" adds the firm. Truist is still positive on the company's longer-term potential but says the shares could see short-term"
X Link 2026-02-12T12:09Z 38K followers, [---] engagements

"🚨🔽TD Cowen analyst Krish Sankar downgraded Rigetti Computing $RGTI to Hold from Buy without a price target. The firm sees a balanced risk/reward at current share levels due to Rigetti's "premium valuation" relative to peers. The company may also need new capital to fund its 200mm fab the analyst tells investors in a research note. TD believes Rigetti is facing greater competition headwinds are being excluded from Defense Advanced Research Projects Agency's Quantum Benchmarking Initiative Stage B program"
X Link 2026-02-12T12:08Z 38K followers, [---] engagements

"🚨🔼JPMorgan upgraded MercadoLibre $MELI to Overweight from Neutral with a price target of $2800 up from $2650. The firm cites valuation for the upgrade following the stock's recent underperformance. Shopee increased its take rates last week "signaling a more benign competitive environment" the analyst tells investors in a research note. JPMorgan also no longer sees material downside risk to MercadoLibre's consensus estimates for [----] and [----]. The company should be able to "sustain a good pace of growth" in Brazil in Q4 of [----] above 30% adds the firm."
X Link 2026-02-12T10:03Z 38K followers, [----] engagements

"🚨🔼Jefferies upgraded Novo Nordisk $NVO to Hold from Underperform with a price target of DKK [---] up from DKK [---]. The firm says consensus estimate cuts better reflect the company's outlook. Novo's near-term downside risks have now crystallized the analyst tells investors in a research note. Jefferies believes the company still needs meaningful acquisitions to diversify its portfolio but says the U.S. oral Wegovy launch could drive share momentum. https://twitter.com/i/web/status/2021886499931701290 https://twitter.com/i/web/status/2021886499931701290"
X Link 2026-02-12T09:58Z 38K followers, [----] engagements

"🚨🔼Raymond James upgraded Oscar Health $OSCR to Outperform from Market Perform with an $18 price target. The stock's relative valuation is attractive at current levels as the company's margins recover across the Affordable Care Act exchange market the analyst tells investors in a research note. Raymond James sees Oscar Health as the "best house in a tough neighborhood." The firm says the company's Q4 miss is backwards looking and that its forward-looking outlook is "more supportive." https://twitter.com/i/web/status/2021886304208797880 https://twitter.com/i/web/status/2021886304208797880"
X Link 2026-02-12T09:57Z 38K followers, [---] engagements

"🚨 Trump on Truth Social 🚨 Trump criticizes Canada for taking advantage of the U.S. on trade urges tariffs at the northern border and says Republicans should maintain that stance. 📈 Affected Securities: $EWC 📊 Sentiment: Negative"
X Link 2026-02-11T23:25Z 38K followers, [---] engagements

"🚨TD Cowen upgraded Shopify $SHOP to Buy from Hold with an unchanged price target of $159. The firm cites valuation for the upgrade with the shares down 30% year-to-date. Shopify's "strong" quarter continued growth momentum and the post-earnings pullback "represents an attractive entry point for investors to own the de facto modern-day eCommerce infrastructure" the analyst tells investors in a research note. TD believes Shopify's fundamentals are strong while the stock's valuation is now "much more reasonable.""
X Link 2026-02-11T21:45Z 38K followers, [---] engagements

"🚨January U.S. nonfarm payrolls rise [------] unemployment rate falls to 4.3% $QQQ $SPY"
X Link 2026-02-11T13:35Z 38K followers, [---] engagements

"Shopify $SHOP reports Q4 revenue $3.67B consensus $3.59B Reports Q4 GMV $123.84B and MRR $205M. "2025 was Shopify at full throttle - driving compounding growth while laying the rails for the new era of AI commerce" said Harley Finkelstein President of Shopify. "2026 will be the year of the builders and we'll be powering them - from first sale to full scale."Jeff Hoffmeister Chief Financial Officer said "We closed Q4 with strong top-line growth and disciplined cash generation with revenue up 31% year-over-year and a 19% free cash flow margin. This brings [----] to 30% revenue growth [--] percentage"
X Link 2026-02-11T12:15Z 38K followers, [---] engagements

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