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# ![@Trade_The_News Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::47519668.png) @Trade_The_News TradeTheNews.com

TradeTheNews.com posts on X about $nvda, nvidia corporation, nvda, the first the most. They currently have XXXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.

### Engagements: XXXXX [#](/creator/twitter::47519668/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::47519668/c:line/m:interactions.svg)

- X Week XXXXXX +42%
- X Month XXXXXXX -XX%
- X Months XXXXXXXXX +45%
- X Year XXXXXXXXX -XXXX%

### Mentions: XX [#](/creator/twitter::47519668/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::47519668/c:line/m:posts_active.svg)

- X Week XX -XX%
- X Month XXX -XX%
- X Months XXXXX +24%
- X Year XXXXX -XXXX%

### Followers: XXXXXX [#](/creator/twitter::47519668/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::47519668/c:line/m:followers.svg)

- X Week XXXXXX +0.12%
- X Month XXXXXX +0.35%
- X Months XXXXXX +5.60%
- X Year XXXXXX +13%

### CreatorRank: XXXXXXX [#](/creator/twitter::47519668/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::47519668/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  XXXXX% [finance](/list/finance)  XXXXX% [cryptocurrencies](/list/cryptocurrencies)  #3931 [technology brands](/list/technology-brands)  XXXXX% [countries](/list/countries)  XX% [automotive brands](/list/automotive-brands)  XXXX% [currencies](/list/currencies)  XXXX% [fashion brands](/list/fashion-brands)  XXXX%

**Social topic influence**
[$nvda](/topic/$nvda) #2470, [nvidia corporation](/topic/nvidia-corporation) #3, [nvda](/topic/nvda) #262, [the first](/topic/the-first) 5.71%, [ai](/topic/ai) 5.71%, [op](/topic/op) 4.29%, [volkswagen](/topic/volkswagen) 2.86%, [$vowde](/topic/$vowde) 2.86%, [$wbd](/topic/$wbd) 2.86%, [$wmt](/topic/$wmt) XXXX%

**Top assets mentioned**
[NVIDIA Corp. (NVDA)](/topic/$nvda) [Warner Bros Discovery, Inc. (WBD)](/topic/$wbd) [Walmart, Inc. (WMT)](/topic/$wmt) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Synopsys, Inc. (SNPS)](/topic/$snps) [Honeywell International Inc (HON)](/topic/honeywell) [Heroes of NFT (HON)](/topic/$hon) [KeyCorp (KEY)](/topic/keycorp) [Selfkey (KEY)](/topic/$key) [SM Energy Company (SM)](/topic/$sm) [EventChain (EVC)](/topic/$evc) [Lemonade, Inc. (LMND)](/topic/$lmnd) [Lumentum Holdings Inc. Common Stock (LITE)](/topic/$lite) [DigitalOcean Holdings, Inc. (DOCN)](/topic/$docn) [Charles Schwab Corporation (SCHW)](/topic/charles-schwab) [Brighthouse Financial, Inc. (BHF)](/topic/$bhf) [Datadog Inc (DDOG)](/topic/$ddog) [Fastly, Inc. (FSLY)](/topic/$fsly) [Snap, Inc. (SNAP)](/topic/$snap) [GLOBUS MEDICAL INC (GMED)](/topic/$gmed) [Frodo the virtual samurai (FROG)](/topic/$frog) [Tandem Diabetes Care, Inc. (TNDM)](/topic/$tndm) [10x Genomics, Inc. Class A Common Stock (TXG)](/topic/$txg) [WEN Token (WEN)](/topic/$wen) [Expedia Group Inc (EXPE)](/topic/$expe) [Taiwan Semiconductor (TSM)](/topic/taiwan-semiconductor) [Cogent Biosciences, Inc. Common Stock (COGT)](/topic/$cogt) [Pagaya Technologies Ltd. Class A Ordinary Shares (PGY)](/topic/$pgy) [Conagra Brands Inc (CAG)](/topic/conagra-brands-inc) [Change (CAG)](/topic/$cag) [Cidara Therapeutics, Inc. (CDTX)](/topic/$cdtx)
### Top Social Posts
Top posts by engagements in the last XX hours

"$NVDA NVIDIA and Synopsys $SNPS Announce Strategic Partnership to Revolutionize Engineering and Design NVIDIA invested $X billion in Synopsys common stock at a purchase price of $XXXXXX per share. (Nvidia Corporation) (More at"  
[X Link](https://x.com/Trade_The_News/status/1995478336571691101)  2025-12-01T13:01Z 32.9K followers, 2012 engagements


"$HON TTN Summary of 08:00ET presentation: 2026 guidance to be provided late January; management confident of achieving long-term targets of XX% organic growth and 4060 bps of margin expansion after treating 2025 as a trough year. (Honeywell International Inc) (More at"  
[X Link](https://x.com/Trade_The_News/status/1996213058230714518)  2025-12-03T13:40Z 32.9K followers, 3167 engagements


"$KEY TTN Summary of 08:40ET presentation: Guides high single-digit revenue growth in 2026; To hit XX% ROTS return by year-end 2027 via best-in-class operating leverage and renewed share repurchases. (KeyCorp) (More at"  
[X Link](https://x.com/Trade_The_News/status/1998398551106207893)  2025-12-09T14:25Z 32.9K followers, 1439 engagements


"(EU) Select European Premarket Movers **Note: Broad gains from risk on flows after Trump announced tariff pause Upside - Banco BPM BAMI.IT +1.5-2.0% Anima ANIM.IT +1.0% (set to take over Anima after reaching XX% of capital) - Volkswagen VOW3.DE +0.5-1.0% (affirms FY25 guidance - post close) Downside - Tesco TSCO.UK -XXX% (FY results weakness attributed to adj op profit guidance for next year declining) - Prosieben PSM.DE -XXX% (analyst downgrade) - Air France AF.FR -XXX% (analyst downgrade) - DocMorris DOCM.CH -XXX% (Q1 results and CHF200M capital increase) - Barry Callebaut BARN.CH -XXX% (H1"  
[X Link](https://x.com/Trade_The_News/status/1910223014395797877)  2025-04-10T06:47Z 32.9K followers, 2010 engagements


"$VOW3.DE Reports Q2 Op 3.83B v 3.89Be Rev 80.8B v 82.2Be; Cuts outlook; Notes ongoing product offensive and consistently good demand expect the positive trend to continue in second half of the year (Volkswagen AG (VW)) - Cuts FY25 Rev flat y/y Op ROS 4-5% Automotive Net Clean Net Cash Flow 1-3B v Be (prior: Rev up to +5% y/y Op ROS 5.5-6.5% Automotive Net Clean Net Cash Flow 2.0-5.0B) - Cuts FY25 Net Liquidity in Auto Division 31-33B (prior: 34-37B) - Automotive Division Net Cash Flow -1.4B v +0.4B y/y (More at"  
[X Link](https://x.com/Trade_The_News/status/1948619354012057854)  2025-07-25T05:40Z 32.9K followers, 4269 engagements


"$ATEYY Raises mid-term Rev 835-930B (prior 560-700B). Op margin 33-36% (prior 22-28%); Notes originally expected digestion in 2H of FY25 is now expected to be more moderate - earnings slides (Advantest Corporation) (More at"  
[X Link](https://x.com/Trade_The_News/status/1983060108734001634)  2025-10-28T06:35Z 32.9K followers, 1783 engagements


"$SM Discloses termination fee of $79.0B to Civitas; Although we expect to complete the Merger in the first quarter of 2026 there can be no assurances as to the exact timing of the closing or that the Merger will be completed at all - 10Q (SM Energy Company) (More at"  
[X Link](https://x.com/Trade_The_News/status/1985313084865388821)  2025-11-03T11:48Z 32.9K followers, 1776 engagements


"Upside: $EVC +29% (earnings guidance) $KW +28% (gets buyout proposal at $10.25/shr from consortium led by Fairfax Financial) $MNRO +18% (IEP said to have position in Echostar and also owns big stake in Monro) $NPCE +18% (earnings guidance) $U +17% (earnings guidance) $LITE +16% (earnings guidance) $KMT +15% (earnings guidance) $LMND +15% (earnings guidance) $DOCN +14% (earnings guidance) $TDC +14% (earnings guidance) $TPB +13% (earnings guidance) $CDNA +12% (earnings guidance) $TEVA +12% (earnings guidance) $OUST +11% (earnings guidance) $IEP +7.9% (earnings) $MOS +6.8% (earnings guidance)"  
[X Link](https://x.com/Trade_The_News/status/1986069756722434529)  2025-11-05T13:55Z 32.9K followers, 2376 engagements


"Upside: $FRGE +67% (Charles Schwab confirms to acquire Forge Global at $45/shr) $STGW +55% (earnings guidance) $GDEN +40% (earnings) $BHF +26% (confirms to be acquired by Aquarian Capital at $70.00/shr all-cash $4.1B deal) $ALTO +25% (earnings) $LZ +24% (earnings guidance) $SKYT +24% (earnings guidance) $DDOG +23% (earnings guidance) $FSLY +21% (earnings guidance) $SNAP +19% (earnings guidance; Snap and Perplexity sign partnership to integrate Perplexitys AI-powered answer engine directly into Snapchat) $RXST +17% (earnings guidance) $PLNT +16% (earnings guidance) $SES +15% (earnings"  
[X Link](https://x.com/Trade_The_News/status/1986437039592456207)  2025-11-06T14:14Z 32.9K followers, 2748 engagements


"Upside: $GIFI +50% (IES Holdings to acquire Gulf Island for $12.00/shr cash or $192M) $GMED +30% (earnings guidance) $FROG +23% (earnings guidance) $CGC +17% (earnings) $TNDM +15% (earnings guidance) $LASR +14% (earnings guidance) $EXPE +13% (earnings guidance) $TXG +13% (earnings guidance) $HLLY +11% (earnings guidance) $FLGT +8.7% (earnings guidance) $WEN +8.4% (earnings guidance) $GRND +7.9% (earnings guidance) $INOD +7.1% (earnings) $AFRM +6.1% (earnings guidance) $PAR +6.1% (earnings) $ABNB +5.8% (earnings guidance) $TASK +5.7% (earnings guidance) $MNST +5.5% (earnings) $PTON +5.5%"  
[X Link](https://x.com/Trade_The_News/status/1986795541401919966)  2025-11-07T13:59Z 32.9K followers, 2901 engagements


"$TSM Reports Oct Rev (NT$) 367.5B +16.8% y/y v +31.4% prior and 331.0B m/m; YTD Rev +33.8% y/y v +36.4% y/y (3rd straight deceleration in YTD growth pace) (Taiwan Semiconductor Manufacturing Company Limited) (More at"  
[X Link](https://x.com/Trade_The_News/status/1987764130753691673)  2025-11-10T06:07Z 32.9K followers, 2631 engagements


"Upside: $GLTO +308% (acquires privately-held Damora Therapeutics) $COGT +109% (reports Positive Results from Bezuclastinib PEAK Phase X Trial in Gastrointestinal Stromal Tumors) $IFRX +70% (earnings) $IRWD +27% (earnings guidance) $PGY +21% (earnings guidance) $SRFM +18% (guidance; raises $100M to advance SurfOS software and strengthen balance sheet; Equity raise includes $20M via direct offering/private placement and $6M issued to Palantir for software access and AI integration) $VFF +18% (earnings) $VSAT +16% (earnings guidance) $RUM +15% (earnings; confirms to acquire AI Infrastructure"  
[X Link](https://x.com/Trade_The_News/status/1987880466175643734)  2025-11-10T13:50Z 32.9K followers, 3092 engagements


"$CHFJPY Swiss franc hits record high against Japanese yen (More at"  
[X Link](https://x.com/Trade_The_News/status/1988497558180696151)  2025-11-12T06:42Z 32.9K followers, 1207 engagements


"$CAG TTN Summary of 09:55ET J.P. Morgan U.S. Opportunities Forum: Volumes down XXX% versus the midpoint of the long-term algorithm over the past four weeks reflecting cumulative 4045% COGS inflation over the last XX years and a strained consumer. (Conagra Brands Inc) (More at"  
[X Link](https://x.com/Trade_The_News/status/1988626142044057956)  2025-11-12T15:13Z 32.9K followers, 1654 engagements


"$SIE.DE Exec: Grid operators can boost capacity by up to XX% without hardware upgrades using its software - earnings call (Siemens AG) (More at"  
[X Link](https://x.com/Trade_The_News/status/1988904123790499927)  2025-11-13T09:37Z 32.9K followers, 1786 engagements


"Upside: $CDTX +104% (confirms to be acquired by Merck at $221.50/shr in cash in $9.2B deal) $AVDL +20% (offered to be acquired by Lundbeck at up to $23.00/shr) $TOI +4.5% (earnings guidance) $WBD +2.3% (reportedly Netflix and Comcast are each pursuing deals for streaming assets; Paramount to offer bid for all of Warner Brothers) Downside: $AVXL -XX% (learned from EMA's CHMP of negative trend vote on Blarcamesine MAA for Early Alzheimer's Disease following CHMP oral explanation) $TSS -XX% (reports disappointing Q3 revenue) $NPWR -XX% (earnings) $STUB -XX% (earnings) $RCAT -XX% (earnings) $BITF"  
[X Link](https://x.com/Trade_The_News/status/1989330387638599879)  2025-11-14T13:51Z 32.9K followers, 2570 engagements


"$NVDA CFO: Still in 'early innings'; Reiterates have visibility into $0.5T backlog - earnings call (Nvidia Corporation) (More at"  
[X Link](https://x.com/Trade_The_News/status/1991266346823291261)  2025-11-19T22:04Z 32.9K followers, 5080 engagements


"$NVDA TTN Summary Earnings Call: Still in 'early innings'; Reiterates have visibility into $500B backlog in Blackwell and Rubin; Demand continues to exceed expectations' For FY27 input costs are on the rise; Working to hold gross margins in the mid-70%s (Nvidia Corporation) - Q4 FY26 revenue guided at $XX billion X% (14% sequential growth) with GAAP/non-GAAP gross margins of 74.8%/75% XX bp and no assumed China data center compute revenue. - For FY27 targeting mid-70% gross margins despite rising input costs; forecasting GAAP opex of $XXX billion non-GAAP opex of $XXX billion other income of"  
[X Link](https://x.com/Trade_The_News/status/1991384458289651834)  2025-11-20T05:53Z 32.9K followers, 1952 engagements


"$WMT *CFO: TARIFF PRESSURE IS REAL; CONSUMER HABITS DIDNT CHANGE DURING THE QUARTER AS SHOPPERS SPENT SELECTIVELY AND LOOKED FOR DEALS - PRE-RECORDED MEDIA CALL COMMENTS (Walmart Inc) (More at"  
[X Link](https://x.com/Trade_The_News/status/1991477185958318311)  2025-11-20T12:02Z 32.9K followers, 1763 engagements


"$WMT *TTN Earnings Call Summary: Q3 built momentum into Q4; Gaining market share in US groceries especially among high-income customers; US customers still spending middle-income is stable but lower-income is under additional pressure (Walmart Inc) - E-commerce strength: total digital sales +27% in Q3 with each segment XX% growth (US +28% International +26% Sams +22%) and US marketplace +17%. - International expansion: sales +11.4% CC operating income +16.9%; digital penetration XX% outside the US (50% in China) where XX% of online orders deliver in under one hour. - Walmart US omnichannel:"  
[X Link](https://x.com/Trade_The_News/status/1991494370500002056)  2025-11-20T13:10Z 32.9K followers, 1727 engagements


"Upside: $MNDR +65% (signs agreement to acquire two AI optimized data centers located in Malaysia for up to $120M) $PACS +55% (earnings guidance) $MAGN +37% (earnings guidance) $CRNC +29% (earnings guidance) $EXAS +18% (to be acquired by Abbott at $105/shr in $21B cash deal) $ODD +18% (earnings guidance) $CIFR +13% (signs Additional XX MW 10-Year AI Hosting Agreement with Fluidstack; files to sell offering of $333M of XXXXX% Senior Secured Notes due 2030) $CRWV +9.5% (higher in sympathy with NVDA; comments from Wells Fargo TMT Summit presentation) $DPRO +7.0% (secures Strategic International"  
[X Link](https://x.com/Trade_The_News/status/1991505645154009280)  2025-11-20T13:55Z 32.9K followers, 2330 engagements


"$NVDA TTN Research Alert: Last Nvidias 10-Q - Inside the AI Champion That Is Quietly Becoming Its Own Biggest Customer (Nvidia Corporation) - The internal mix of assets and liabilities reinforces the picture of NVIDIA as de facto underwriter for the ecosystem it sells into. Inventories have nearly doubled in nine months to $XXXX billion split into $XXX billion of raw materials $XXX billion of work in process and $XXX billion of finished goods and the company has booked $XXX billion of inventory provisions year-to-date including charges linked to export-restricted H20 products. On the asset"  
[X Link](https://x.com/Trade_The_News/status/1991776849509114354)  2025-11-21T07:53Z 32.9K followers, 1560 engagements


"Upside: $NVRI +39% (Divests Clean Earth to Veolia for $3.04B and Taxable Spin-Off of Harsco Environmental and Rail Businesses to Shareholders) $AZTA +15% (earnings guidance) $GAP +7.6% (earnings guidance) $TELO +7.2% (Telomir-1 Kills Aggressive Human Leukemia Cells) $ASTS +4.9% (announces BlueBird X launch date of Dec 6th) $INTU +3.7% (earnings guidance) $DOCS +2.6% (Raymond James Raised DOCS to Strong Buy from Outperform price target: $XX from $75) $MOG.A +2.6% (earnings guidance) $ROST +2.6% (earnings guidance) Downside: $ANAB -XX% (TESARO a GSK subsidiary initiates litigation against"  
[X Link](https://x.com/Trade_The_News/status/1991864192840651055)  2025-11-21T13:40Z 32.9K followers, 2293 engagements


"Upside: $SYM +28% (earnings guidance) $KSS +27% (earnings guidance) $ANF +18% (earnings guidance) $KEYS +13% (earnings guidance) $SEM +13% (acknowledges Executive Chairman's Take-Private Proposal for consideration of $16.00-16.20/shr) $ZIM +13% (explores strategic alternatives; reviewing potential sale and capital allocation) $BNED +12% (earnings) $AMTM +11% (earnings guidance) $KYIV +6.6% (launches Starlink Direct to cell satellite connectivity by SpaceX in Ukraine) $ZM +5.5% (earnings guidance) $AVGO +4.4% (higher in sympathy with GOOGL) $GOOGL +4.4% (reportedly Meta considers spending"  
[X Link](https://x.com/Trade_The_News/status/1993315458502508747)  2025-11-25T13:46Z 32.9K followers, 2256 engagements


"Upside: $BEAT +36% (provides update on Regulatory Path Following FDA Decision on 12-Lead ECG Synthesis Software Application) $VUZI +6.7% (received and fulfilled a series of follow-on volume orders in Q4 of 2025 for custom M400 smart glasses kits totaling nearly $1M) $WLDS +4.8% (announces a Warrant Inducement Transaction at $1.71/shr for $5.68M in Gross Proceeds) $SNDK +4.1% (memory sector strength; replaces IPG in the S&P XXX Index) $CRCL +3.2% (S&P cuts Stablecoin issuer rival Tether to weak) $GME +3.2% (momentum) $MU +2.9% (memory sector strength) Downside: $TLRY -XX% (earnings guidance)"  
[X Link](https://x.com/Trade_The_News/status/1994397212504186923)  2025-11-28T13:25Z 32.9K followers, 2611 engagements


"Upside: $QTTB +97% (divests ADX-097 to Akebia; $12M upfront extends runway into 2H27; SIGNAL-AA Part B topline bempikibart data for alopecia areata due mid-2026) $KALA +30% (receives $6M investment; David Lazar becomes CEO and chair) $WBUY +29% (momentum) $NFE +28% (said to receive tentative approval of deal to supply LNG to Puerto Rico for $3B) $CSIQ +13% (to resume direct oversight of U.S. manufacturing and operations) $LEG +13% (offered to be acquired by Somnigroup at $12.00/shr in all-stock deal worth $1.62B) $NMRA +7.6% (RBC Raised NMRA to Outperform from Sector Perform price target: $7)"  
[X Link](https://x.com/Trade_The_News/status/1995489576320737479)  2025-12-01T13:46Z 32.9K followers, 2705 engagements


"$JBLU Discloses operational and financial update; Q4 bookings have been trending in-line with expectations; FAA's emergency airworthiness directive on Airbus A320-family aircraft reduced JetBlues Q4ASM growth by XXXX% - filing (JetBlue Airways Corporation) (More at"  
[X Link](https://x.com/Trade_The_News/status/1995826599355158626)  2025-12-02T12:05Z 32.9K followers, 1682 engagements


"Upside: $EB +78% (to be acquired by Bending Spoons at $4.50/shr all-cash or $500M) $FTEL +38% (announces Interim Dividend and Shareholder Loyalty Program) $MDB +23% (earnings guidance) $JSPR +18% (announces Positive Preliminary Data from ETESIAN Study of Briquilimab in Asthma and Findings from BEACON Study Internal Investigation) $CRDO +17% (earnings guidance) $BYND +15% (momentum with potential short squeeze) $NRXP +15% (announces US FDA Receipt of ANDA for KETAFREE a Preservative-Free IV Ketamin) $PDSB +14% (schedules Type C Meeting with U.S. FDA) $INVZ +12% (Daimler Truck and Torc Robotics"  
[X Link](https://x.com/Trade_The_News/status/1995852980638085163)  2025-12-02T13:50Z 32.9K followers, 2772 engagements


"Nvidia CFO: Still haven't completed a definitive agreement with OpenAI; Sees no AI bubble $NVDA (Nvidia Corporation) (More at"  
[X Link](https://x.com/Trade_The_News/status/1995869226452619753)  2025-12-02T14:54Z 32.9K followers, 1702 engagements


"Upside: $CAPR +15% (pivotal Phase X HOPE-3 Study of Deramiocel in Duchenne Muscular Dystrophy met primary endpoint (PUL v2.0) and key secondary cardiac endpoint) $AEO +13% (earnings guidance) $LTRN +12% (LP-184 Phase 1a meets all endpoints) $YB +11% (earnings color) $AEVA +10% (wins Exclusive Global LiDAR Supply Contract from Top European Automaker) $MRVL +9.2% (earnings guidance; confirms to acquire Celestial AI Accelerating Scale-up Connectivity for Next-Generation Data Centers for $3.25B in cash and stock deal) $SERV +9.0% (reportedly Trump Admin considering issuing executive order on"  
[X Link](https://x.com/Trade_The_News/status/1996216894597075305)  2025-12-03T13:56Z 32.9K followers, 2383 engagements


"Upside: $CBIO +18% (Kelun-Biotech and Crescent Biopharma announce oncology partnership) $GWRE +12% (earnings guidance) $PATH +9.5% (earnings guidance) $AXGN +8.7% (US FDA Approves AXGN's Nerve Scaffold for Treatment of Sensory Nerve Discontinuity) $TIGR +8.0% (earnings) $NCNO +6.6% (earnings guidance) $SAIC +5.5% (earnings guidance) $HQY +5.4% (earnings guidance) $HRL +5.2% (earnings guidance) $TLYS +4.9% (earnings guidance) $DG +3.5% (earnings guidance) $REX +3.0% (earnings color) $FIVE +2.7% (earnings guidance) Downside: $GCO -XX% (earnings guidance) $CCRN -XX% (announces Merger Agreement"  
[X Link](https://x.com/Trade_The_News/status/1996579275915329936)  2025-12-04T13:56Z 32.9K followers, 2124 engagements


"$CARR TTN Summary of 08:40ET presentation: Softness in H2 2025 likely to carry into H1 2026 given tough year-ago comparisons (Carrier Global Corporation) (More at"  
[X Link](https://x.com/Trade_The_News/status/1996581944050565438)  2025-12-04T14:06Z 32.9K followers, 1627 engagements


"$ALK TTN Summary of 13:30ET presentation: Q1 2026 bookings XX% for January slightly lower for February/March aligning with expectations and no anticipated carryover impact from the government shutdown into next year; last week came in stronger than we had expected (Alaska Air Group Inc) (More at"  
[X Link](https://x.com/Trade_The_News/status/1996651399149412415)  2025-12-04T18:42Z 32.9K followers, 1666 engagements


"$GOOGL DeepMind CEO: "Transformative" AGI is on the horizon; One major frontier over the next XX months would be "world models" which model the physical world to predict how it works - Axios (Alphabet Inc) (More at"  
[X Link](https://x.com/Trade_The_News/status/1996882991327412585)  2025-12-05T10:03Z 32.9K followers, 1441 engagements


"TTN Visual Alert: Full anatomy of $WBD - $NFLX deal (Warner Bros. Discovery Inc) (More at"  
[X Link](https://x.com/Trade_The_News/status/1996915191229862288)  2025-12-05T12:10Z 32.9K followers, 3664 engagements


"Upside: $PRAX +32% (announces Positive Pre-NDA Meeting with FDA for Ulixacaltamide in Essential Tremor) $RBRK +18% (earnings guidance) $COO +13% (earnings guidance) $QCLS +13% (momentum) $VSCO +13% (earnings guidance) $ZUMZ +13% (earnings guidance) $TTAN +9.4% (earnings guidance) $CHPT +7.4% (earnings guidance) $ULTA +7.1% (earnings guidance) $DNA +5.3% (selected by PNNL to Deliver a Modular HighThroughput Phenotyping Platform for DOE's M2PC Under $47M Contract) $IDT +5.0% (earnings) $NFE +5.0% (receives approval for Milestone Agreement for Long-Term Gas Supply with Puerto Rican Government)"  
[X Link](https://x.com/Trade_The_News/status/1996940137603699079)  2025-12-05T13:50Z 32.9K followers, 3572 engagements


"$SLG TTN Summary of 10:00ET investor_meeting: Guides initial FY26 SS NOI 4-5%; Guides FY27 SS NOI growth XX% as economic occupancy (now 89%) converges with leased occupancy (94%) driving lions share of marked-to-market leasing benefits (SL Green Realty Corp) (More at"  
[X Link](https://x.com/Trade_The_News/status/1997020538607157434)  2025-12-05T19:09Z 32.9K followers, 1865 engagements


"$NVDA Reportedly possibility of delay in the release schedule of new NVIDIA Rubin chip has increased due to Nvidia's push to improve the performance of Rubin chips has increased the technical difficulty of HBM4 and other products; SK Hynix delayed the ramp-up (full-scale mass production) of HBM4 by about one or two months compared to the original plan - Korean press (Nvidia Corporation) (More at"  
[X Link](https://x.com/Trade_The_News/status/1997942238479823321)  2025-12-08T08:12Z 32.9K followers, 1434 engagements


"$MSTR Acquired 10624 BTC for $962.7M during Dec 1-7th - filing (Strategy) (More at"  
[X Link](https://x.com/Trade_The_News/status/1998015882501529721)  2025-12-08T13:04Z 32.9K followers, 1469 engagements


"$NVDA US Commerce Dept reportedly opening exports of Nvidia H200 chips to China (Nvidia Corporation) (More at"  
[X Link](https://x.com/Trade_The_News/status/1998090211754967511)  2025-12-08T18:00Z 32.9K followers, 1701 engagements


"$ITGR TTN Summary of 08:00ET presentation: Expects 2026 core organic business growth of XX% versus X% market growth but due to headwinds from three underperforming new products reported revenue guidance is a down X% to up X% range year-over-year; Provides 2026 operating margin target of down X% to up X% driven by lean cost improvements partially offset by fixed-cost leverage headwinds from lower volume (Integer Holdings Corporation) (More at"  
[X Link](https://x.com/Trade_The_News/status/1995848243746411003)  2025-12-02T13:31Z 32.9K followers, 1537 engagements


"(US) Pres. Trump: The biggest threat in history to United States National Security would be a negative decision on Tariffs by the U.S. Supreme Court. We would be financially defenseless. Now Europe is going to Tariffs against China as they already do against others. We would not be allowed to do what others already do (More at"  
[X Link](https://x.com/Trade_The_News/status/1998296045839638847)  2025-12-09T07:37Z 32.9K followers, 1401 engagements


"Upside: $XCUR +67% (presents Positive Topline Phase X Data for Burixafor in Multiple Myeloma at 2025 ASH Annual Meeting) $ALEX +38% (to be taken private at $21.20/shr in $2.3B transaction) $VOR +28% (JPMorgan Chase and Co Initiates VOR with Overweight price target: $43) $TROX +20% (receives coordinated non-binding and conditional Letters of Support / Interest from Export Finance Australia and Export-Import Bank of the United States respectively for up to $600M in limited or non-recourse financing to support the development of Tronox's rare earth supply chain) $MAMA +13% (earnings) $STAA +13%"  
[X Link](https://x.com/Trade_The_News/status/1998391091658190984)  2025-12-09T13:55Z 32.9K followers, 3462 engagements


"$ORCL TTN Earnings Preview: Oracles fiscal Q2 2026 report tonight may become a two-step test of whether a record $455B AI backlog and a looming $38B loan package can coexist with fragile credit markets without producing the first real funding shock of the AI era. - Oracles fiscal Q2 call on December 10th may turn into a live test of whether the first hard constraint on the AI boom is credit capacity rather than compute with an AI backlog of roughly $XXX billion talk of up to $XXX billion in new borrowings and a still unfinalised $XX billion mega loan package all converging on a single"  
[X Link](https://x.com/Trade_The_News/status/1998659944195785091)  2025-12-10T07:43Z 32.9K followers, XXX engagements


"$NEE NextEra Energy and Google $GOOGL to partner on multiple sites across the United States to scale multiple gigawatts (GW) of data center capacity and energy infrastructure; Currently developing the first three campuses and are collaborating to identify additional locations and expansion plans; The first commercial product is expected to be available in the Google Cloud Marketplace by mid-2026. (NextEra Energy Inc (FPL)) (More at"  
[X Link](https://x.com/Trade_The_News/status/1998000252817653949)  2025-12-08T12:02Z 32.9K followers, 2379 engagements


"$HD Affirms FY25 outlook; Guides initial FY26 Rev +2.5-4.5% - statement ahead of 2025 Investor and Analyst Conference (The Home Depot Inc) (More at"  
[X Link](https://x.com/Trade_The_News/status/1998348184016285742)  2025-12-09T11:05Z 32.9K followers, 1384 engagements


"$TFC TTN Summary of 09:20ET presentation: Guides initial FY26 rev growth 4%; Affirms Q4 revenue guidance +12% and NII up X% driven by robust loan growth lower deposits stable fees and expenses; quarter is progressing on track with ongoing momentum. (Truist Financial Corporation) (More at"  
[X Link](https://x.com/Trade_The_News/status/1998407370544726294)  2025-12-09T15:00Z 32.9K followers, 1418 engagements


"$TSLA TTN Research Alert: Tesla's leap in Full Self-Driving (FSD) v14 data has likely created the first quantitatively credible case that unsupervised driving is in sight even as law and infrastructure still treat it as an assisted feature. (Tesla Inc) (More at"  
[X Link](https://x.com/Trade_The_News/status/1998683747214934336)  2025-12-10T09:18Z 32.9K followers, XXX engagements

[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@Trade_The_News Avatar @Trade_The_News TradeTheNews.com

TradeTheNews.com posts on X about $nvda, nvidia corporation, nvda, the first the most. They currently have XXXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.

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Social Influence

Social category influence stocks XXXXX% finance XXXXX% cryptocurrencies #3931 technology brands XXXXX% countries XX% automotive brands XXXX% currencies XXXX% fashion brands XXXX%

Social topic influence $nvda #2470, nvidia corporation #3, nvda #262, the first 5.71%, ai 5.71%, op 4.29%, volkswagen 2.86%, $vowde 2.86%, $wbd 2.86%, $wmt XXXX%

Top assets mentioned NVIDIA Corp. (NVDA) Warner Bros Discovery, Inc. (WBD) Walmart, Inc. (WMT) Alphabet Inc Class A (GOOGL) Synopsys, Inc. (SNPS) Honeywell International Inc (HON) Heroes of NFT (HON) KeyCorp (KEY) Selfkey (KEY) SM Energy Company (SM) EventChain (EVC) Lemonade, Inc. (LMND) Lumentum Holdings Inc. Common Stock (LITE) DigitalOcean Holdings, Inc. (DOCN) Charles Schwab Corporation (SCHW) Brighthouse Financial, Inc. (BHF) Datadog Inc (DDOG) Fastly, Inc. (FSLY) Snap, Inc. (SNAP) GLOBUS MEDICAL INC (GMED) Frodo the virtual samurai (FROG) Tandem Diabetes Care, Inc. (TNDM) 10x Genomics, Inc. Class A Common Stock (TXG) WEN Token (WEN) Expedia Group Inc (EXPE) Taiwan Semiconductor (TSM) Cogent Biosciences, Inc. Common Stock (COGT) Pagaya Technologies Ltd. Class A Ordinary Shares (PGY) Conagra Brands Inc (CAG) Change (CAG) Cidara Therapeutics, Inc. (CDTX)

Top Social Posts

Top posts by engagements in the last XX hours

"$NVDA NVIDIA and Synopsys $SNPS Announce Strategic Partnership to Revolutionize Engineering and Design NVIDIA invested $X billion in Synopsys common stock at a purchase price of $XXXXXX per share. (Nvidia Corporation) (More at"
X Link 2025-12-01T13:01Z 32.9K followers, 2012 engagements

"$HON TTN Summary of 08:00ET presentation: 2026 guidance to be provided late January; management confident of achieving long-term targets of XX% organic growth and 4060 bps of margin expansion after treating 2025 as a trough year. (Honeywell International Inc) (More at"
X Link 2025-12-03T13:40Z 32.9K followers, 3167 engagements

"$KEY TTN Summary of 08:40ET presentation: Guides high single-digit revenue growth in 2026; To hit XX% ROTS return by year-end 2027 via best-in-class operating leverage and renewed share repurchases. (KeyCorp) (More at"
X Link 2025-12-09T14:25Z 32.9K followers, 1439 engagements

"(EU) Select European Premarket Movers **Note: Broad gains from risk on flows after Trump announced tariff pause Upside - Banco BPM BAMI.IT +1.5-2.0% Anima ANIM.IT +1.0% (set to take over Anima after reaching XX% of capital) - Volkswagen VOW3.DE +0.5-1.0% (affirms FY25 guidance - post close) Downside - Tesco TSCO.UK -XXX% (FY results weakness attributed to adj op profit guidance for next year declining) - Prosieben PSM.DE -XXX% (analyst downgrade) - Air France AF.FR -XXX% (analyst downgrade) - DocMorris DOCM.CH -XXX% (Q1 results and CHF200M capital increase) - Barry Callebaut BARN.CH -XXX% (H1"
X Link 2025-04-10T06:47Z 32.9K followers, 2010 engagements

"$VOW3.DE Reports Q2 Op 3.83B v 3.89Be Rev 80.8B v 82.2Be; Cuts outlook; Notes ongoing product offensive and consistently good demand expect the positive trend to continue in second half of the year (Volkswagen AG (VW)) - Cuts FY25 Rev flat y/y Op ROS 4-5% Automotive Net Clean Net Cash Flow 1-3B v Be (prior: Rev up to +5% y/y Op ROS 5.5-6.5% Automotive Net Clean Net Cash Flow 2.0-5.0B) - Cuts FY25 Net Liquidity in Auto Division 31-33B (prior: 34-37B) - Automotive Division Net Cash Flow -1.4B v +0.4B y/y (More at"
X Link 2025-07-25T05:40Z 32.9K followers, 4269 engagements

"$ATEYY Raises mid-term Rev 835-930B (prior 560-700B). Op margin 33-36% (prior 22-28%); Notes originally expected digestion in 2H of FY25 is now expected to be more moderate - earnings slides (Advantest Corporation) (More at"
X Link 2025-10-28T06:35Z 32.9K followers, 1783 engagements

"$SM Discloses termination fee of $79.0B to Civitas; Although we expect to complete the Merger in the first quarter of 2026 there can be no assurances as to the exact timing of the closing or that the Merger will be completed at all - 10Q (SM Energy Company) (More at"
X Link 2025-11-03T11:48Z 32.9K followers, 1776 engagements

"Upside: $EVC +29% (earnings guidance) $KW +28% (gets buyout proposal at $10.25/shr from consortium led by Fairfax Financial) $MNRO +18% (IEP said to have position in Echostar and also owns big stake in Monro) $NPCE +18% (earnings guidance) $U +17% (earnings guidance) $LITE +16% (earnings guidance) $KMT +15% (earnings guidance) $LMND +15% (earnings guidance) $DOCN +14% (earnings guidance) $TDC +14% (earnings guidance) $TPB +13% (earnings guidance) $CDNA +12% (earnings guidance) $TEVA +12% (earnings guidance) $OUST +11% (earnings guidance) $IEP +7.9% (earnings) $MOS +6.8% (earnings guidance)"
X Link 2025-11-05T13:55Z 32.9K followers, 2376 engagements

"Upside: $FRGE +67% (Charles Schwab confirms to acquire Forge Global at $45/shr) $STGW +55% (earnings guidance) $GDEN +40% (earnings) $BHF +26% (confirms to be acquired by Aquarian Capital at $70.00/shr all-cash $4.1B deal) $ALTO +25% (earnings) $LZ +24% (earnings guidance) $SKYT +24% (earnings guidance) $DDOG +23% (earnings guidance) $FSLY +21% (earnings guidance) $SNAP +19% (earnings guidance; Snap and Perplexity sign partnership to integrate Perplexitys AI-powered answer engine directly into Snapchat) $RXST +17% (earnings guidance) $PLNT +16% (earnings guidance) $SES +15% (earnings"
X Link 2025-11-06T14:14Z 32.9K followers, 2748 engagements

"Upside: $GIFI +50% (IES Holdings to acquire Gulf Island for $12.00/shr cash or $192M) $GMED +30% (earnings guidance) $FROG +23% (earnings guidance) $CGC +17% (earnings) $TNDM +15% (earnings guidance) $LASR +14% (earnings guidance) $EXPE +13% (earnings guidance) $TXG +13% (earnings guidance) $HLLY +11% (earnings guidance) $FLGT +8.7% (earnings guidance) $WEN +8.4% (earnings guidance) $GRND +7.9% (earnings guidance) $INOD +7.1% (earnings) $AFRM +6.1% (earnings guidance) $PAR +6.1% (earnings) $ABNB +5.8% (earnings guidance) $TASK +5.7% (earnings guidance) $MNST +5.5% (earnings) $PTON +5.5%"
X Link 2025-11-07T13:59Z 32.9K followers, 2901 engagements

"$TSM Reports Oct Rev (NT$) 367.5B +16.8% y/y v +31.4% prior and 331.0B m/m; YTD Rev +33.8% y/y v +36.4% y/y (3rd straight deceleration in YTD growth pace) (Taiwan Semiconductor Manufacturing Company Limited) (More at"
X Link 2025-11-10T06:07Z 32.9K followers, 2631 engagements

"Upside: $GLTO +308% (acquires privately-held Damora Therapeutics) $COGT +109% (reports Positive Results from Bezuclastinib PEAK Phase X Trial in Gastrointestinal Stromal Tumors) $IFRX +70% (earnings) $IRWD +27% (earnings guidance) $PGY +21% (earnings guidance) $SRFM +18% (guidance; raises $100M to advance SurfOS software and strengthen balance sheet; Equity raise includes $20M via direct offering/private placement and $6M issued to Palantir for software access and AI integration) $VFF +18% (earnings) $VSAT +16% (earnings guidance) $RUM +15% (earnings; confirms to acquire AI Infrastructure"
X Link 2025-11-10T13:50Z 32.9K followers, 3092 engagements

"$CHFJPY Swiss franc hits record high against Japanese yen (More at"
X Link 2025-11-12T06:42Z 32.9K followers, 1207 engagements

"$CAG TTN Summary of 09:55ET J.P. Morgan U.S. Opportunities Forum: Volumes down XXX% versus the midpoint of the long-term algorithm over the past four weeks reflecting cumulative 4045% COGS inflation over the last XX years and a strained consumer. (Conagra Brands Inc) (More at"
X Link 2025-11-12T15:13Z 32.9K followers, 1654 engagements

"$SIE.DE Exec: Grid operators can boost capacity by up to XX% without hardware upgrades using its software - earnings call (Siemens AG) (More at"
X Link 2025-11-13T09:37Z 32.9K followers, 1786 engagements

"Upside: $CDTX +104% (confirms to be acquired by Merck at $221.50/shr in cash in $9.2B deal) $AVDL +20% (offered to be acquired by Lundbeck at up to $23.00/shr) $TOI +4.5% (earnings guidance) $WBD +2.3% (reportedly Netflix and Comcast are each pursuing deals for streaming assets; Paramount to offer bid for all of Warner Brothers) Downside: $AVXL -XX% (learned from EMA's CHMP of negative trend vote on Blarcamesine MAA for Early Alzheimer's Disease following CHMP oral explanation) $TSS -XX% (reports disappointing Q3 revenue) $NPWR -XX% (earnings) $STUB -XX% (earnings) $RCAT -XX% (earnings) $BITF"
X Link 2025-11-14T13:51Z 32.9K followers, 2570 engagements

"$NVDA CFO: Still in 'early innings'; Reiterates have visibility into $0.5T backlog - earnings call (Nvidia Corporation) (More at"
X Link 2025-11-19T22:04Z 32.9K followers, 5080 engagements

"$NVDA TTN Summary Earnings Call: Still in 'early innings'; Reiterates have visibility into $500B backlog in Blackwell and Rubin; Demand continues to exceed expectations' For FY27 input costs are on the rise; Working to hold gross margins in the mid-70%s (Nvidia Corporation) - Q4 FY26 revenue guided at $XX billion X% (14% sequential growth) with GAAP/non-GAAP gross margins of 74.8%/75% XX bp and no assumed China data center compute revenue. - For FY27 targeting mid-70% gross margins despite rising input costs; forecasting GAAP opex of $XXX billion non-GAAP opex of $XXX billion other income of"
X Link 2025-11-20T05:53Z 32.9K followers, 1952 engagements

"$WMT *CFO: TARIFF PRESSURE IS REAL; CONSUMER HABITS DIDNT CHANGE DURING THE QUARTER AS SHOPPERS SPENT SELECTIVELY AND LOOKED FOR DEALS - PRE-RECORDED MEDIA CALL COMMENTS (Walmart Inc) (More at"
X Link 2025-11-20T12:02Z 32.9K followers, 1763 engagements

"$WMT *TTN Earnings Call Summary: Q3 built momentum into Q4; Gaining market share in US groceries especially among high-income customers; US customers still spending middle-income is stable but lower-income is under additional pressure (Walmart Inc) - E-commerce strength: total digital sales +27% in Q3 with each segment XX% growth (US +28% International +26% Sams +22%) and US marketplace +17%. - International expansion: sales +11.4% CC operating income +16.9%; digital penetration XX% outside the US (50% in China) where XX% of online orders deliver in under one hour. - Walmart US omnichannel:"
X Link 2025-11-20T13:10Z 32.9K followers, 1727 engagements

"Upside: $MNDR +65% (signs agreement to acquire two AI optimized data centers located in Malaysia for up to $120M) $PACS +55% (earnings guidance) $MAGN +37% (earnings guidance) $CRNC +29% (earnings guidance) $EXAS +18% (to be acquired by Abbott at $105/shr in $21B cash deal) $ODD +18% (earnings guidance) $CIFR +13% (signs Additional XX MW 10-Year AI Hosting Agreement with Fluidstack; files to sell offering of $333M of XXXXX% Senior Secured Notes due 2030) $CRWV +9.5% (higher in sympathy with NVDA; comments from Wells Fargo TMT Summit presentation) $DPRO +7.0% (secures Strategic International"
X Link 2025-11-20T13:55Z 32.9K followers, 2330 engagements

"$NVDA TTN Research Alert: Last Nvidias 10-Q - Inside the AI Champion That Is Quietly Becoming Its Own Biggest Customer (Nvidia Corporation) - The internal mix of assets and liabilities reinforces the picture of NVIDIA as de facto underwriter for the ecosystem it sells into. Inventories have nearly doubled in nine months to $XXXX billion split into $XXX billion of raw materials $XXX billion of work in process and $XXX billion of finished goods and the company has booked $XXX billion of inventory provisions year-to-date including charges linked to export-restricted H20 products. On the asset"
X Link 2025-11-21T07:53Z 32.9K followers, 1560 engagements

"Upside: $NVRI +39% (Divests Clean Earth to Veolia for $3.04B and Taxable Spin-Off of Harsco Environmental and Rail Businesses to Shareholders) $AZTA +15% (earnings guidance) $GAP +7.6% (earnings guidance) $TELO +7.2% (Telomir-1 Kills Aggressive Human Leukemia Cells) $ASTS +4.9% (announces BlueBird X launch date of Dec 6th) $INTU +3.7% (earnings guidance) $DOCS +2.6% (Raymond James Raised DOCS to Strong Buy from Outperform price target: $XX from $75) $MOG.A +2.6% (earnings guidance) $ROST +2.6% (earnings guidance) Downside: $ANAB -XX% (TESARO a GSK subsidiary initiates litigation against"
X Link 2025-11-21T13:40Z 32.9K followers, 2293 engagements

"Upside: $SYM +28% (earnings guidance) $KSS +27% (earnings guidance) $ANF +18% (earnings guidance) $KEYS +13% (earnings guidance) $SEM +13% (acknowledges Executive Chairman's Take-Private Proposal for consideration of $16.00-16.20/shr) $ZIM +13% (explores strategic alternatives; reviewing potential sale and capital allocation) $BNED +12% (earnings) $AMTM +11% (earnings guidance) $KYIV +6.6% (launches Starlink Direct to cell satellite connectivity by SpaceX in Ukraine) $ZM +5.5% (earnings guidance) $AVGO +4.4% (higher in sympathy with GOOGL) $GOOGL +4.4% (reportedly Meta considers spending"
X Link 2025-11-25T13:46Z 32.9K followers, 2256 engagements

"Upside: $BEAT +36% (provides update on Regulatory Path Following FDA Decision on 12-Lead ECG Synthesis Software Application) $VUZI +6.7% (received and fulfilled a series of follow-on volume orders in Q4 of 2025 for custom M400 smart glasses kits totaling nearly $1M) $WLDS +4.8% (announces a Warrant Inducement Transaction at $1.71/shr for $5.68M in Gross Proceeds) $SNDK +4.1% (memory sector strength; replaces IPG in the S&P XXX Index) $CRCL +3.2% (S&P cuts Stablecoin issuer rival Tether to weak) $GME +3.2% (momentum) $MU +2.9% (memory sector strength) Downside: $TLRY -XX% (earnings guidance)"
X Link 2025-11-28T13:25Z 32.9K followers, 2611 engagements

"Upside: $QTTB +97% (divests ADX-097 to Akebia; $12M upfront extends runway into 2H27; SIGNAL-AA Part B topline bempikibart data for alopecia areata due mid-2026) $KALA +30% (receives $6M investment; David Lazar becomes CEO and chair) $WBUY +29% (momentum) $NFE +28% (said to receive tentative approval of deal to supply LNG to Puerto Rico for $3B) $CSIQ +13% (to resume direct oversight of U.S. manufacturing and operations) $LEG +13% (offered to be acquired by Somnigroup at $12.00/shr in all-stock deal worth $1.62B) $NMRA +7.6% (RBC Raised NMRA to Outperform from Sector Perform price target: $7)"
X Link 2025-12-01T13:46Z 32.9K followers, 2705 engagements

"$JBLU Discloses operational and financial update; Q4 bookings have been trending in-line with expectations; FAA's emergency airworthiness directive on Airbus A320-family aircraft reduced JetBlues Q4ASM growth by XXXX% - filing (JetBlue Airways Corporation) (More at"
X Link 2025-12-02T12:05Z 32.9K followers, 1682 engagements

"Upside: $EB +78% (to be acquired by Bending Spoons at $4.50/shr all-cash or $500M) $FTEL +38% (announces Interim Dividend and Shareholder Loyalty Program) $MDB +23% (earnings guidance) $JSPR +18% (announces Positive Preliminary Data from ETESIAN Study of Briquilimab in Asthma and Findings from BEACON Study Internal Investigation) $CRDO +17% (earnings guidance) $BYND +15% (momentum with potential short squeeze) $NRXP +15% (announces US FDA Receipt of ANDA for KETAFREE a Preservative-Free IV Ketamin) $PDSB +14% (schedules Type C Meeting with U.S. FDA) $INVZ +12% (Daimler Truck and Torc Robotics"
X Link 2025-12-02T13:50Z 32.9K followers, 2772 engagements

"Nvidia CFO: Still haven't completed a definitive agreement with OpenAI; Sees no AI bubble $NVDA (Nvidia Corporation) (More at"
X Link 2025-12-02T14:54Z 32.9K followers, 1702 engagements

"Upside: $CAPR +15% (pivotal Phase X HOPE-3 Study of Deramiocel in Duchenne Muscular Dystrophy met primary endpoint (PUL v2.0) and key secondary cardiac endpoint) $AEO +13% (earnings guidance) $LTRN +12% (LP-184 Phase 1a meets all endpoints) $YB +11% (earnings color) $AEVA +10% (wins Exclusive Global LiDAR Supply Contract from Top European Automaker) $MRVL +9.2% (earnings guidance; confirms to acquire Celestial AI Accelerating Scale-up Connectivity for Next-Generation Data Centers for $3.25B in cash and stock deal) $SERV +9.0% (reportedly Trump Admin considering issuing executive order on"
X Link 2025-12-03T13:56Z 32.9K followers, 2383 engagements

"Upside: $CBIO +18% (Kelun-Biotech and Crescent Biopharma announce oncology partnership) $GWRE +12% (earnings guidance) $PATH +9.5% (earnings guidance) $AXGN +8.7% (US FDA Approves AXGN's Nerve Scaffold for Treatment of Sensory Nerve Discontinuity) $TIGR +8.0% (earnings) $NCNO +6.6% (earnings guidance) $SAIC +5.5% (earnings guidance) $HQY +5.4% (earnings guidance) $HRL +5.2% (earnings guidance) $TLYS +4.9% (earnings guidance) $DG +3.5% (earnings guidance) $REX +3.0% (earnings color) $FIVE +2.7% (earnings guidance) Downside: $GCO -XX% (earnings guidance) $CCRN -XX% (announces Merger Agreement"
X Link 2025-12-04T13:56Z 32.9K followers, 2124 engagements

"$CARR TTN Summary of 08:40ET presentation: Softness in H2 2025 likely to carry into H1 2026 given tough year-ago comparisons (Carrier Global Corporation) (More at"
X Link 2025-12-04T14:06Z 32.9K followers, 1627 engagements

"$ALK TTN Summary of 13:30ET presentation: Q1 2026 bookings XX% for January slightly lower for February/March aligning with expectations and no anticipated carryover impact from the government shutdown into next year; last week came in stronger than we had expected (Alaska Air Group Inc) (More at"
X Link 2025-12-04T18:42Z 32.9K followers, 1666 engagements

"$GOOGL DeepMind CEO: "Transformative" AGI is on the horizon; One major frontier over the next XX months would be "world models" which model the physical world to predict how it works - Axios (Alphabet Inc) (More at"
X Link 2025-12-05T10:03Z 32.9K followers, 1441 engagements

"TTN Visual Alert: Full anatomy of $WBD - $NFLX deal (Warner Bros. Discovery Inc) (More at"
X Link 2025-12-05T12:10Z 32.9K followers, 3664 engagements

"Upside: $PRAX +32% (announces Positive Pre-NDA Meeting with FDA for Ulixacaltamide in Essential Tremor) $RBRK +18% (earnings guidance) $COO +13% (earnings guidance) $QCLS +13% (momentum) $VSCO +13% (earnings guidance) $ZUMZ +13% (earnings guidance) $TTAN +9.4% (earnings guidance) $CHPT +7.4% (earnings guidance) $ULTA +7.1% (earnings guidance) $DNA +5.3% (selected by PNNL to Deliver a Modular HighThroughput Phenotyping Platform for DOE's M2PC Under $47M Contract) $IDT +5.0% (earnings) $NFE +5.0% (receives approval for Milestone Agreement for Long-Term Gas Supply with Puerto Rican Government)"
X Link 2025-12-05T13:50Z 32.9K followers, 3572 engagements

"$SLG TTN Summary of 10:00ET investor_meeting: Guides initial FY26 SS NOI 4-5%; Guides FY27 SS NOI growth XX% as economic occupancy (now 89%) converges with leased occupancy (94%) driving lions share of marked-to-market leasing benefits (SL Green Realty Corp) (More at"
X Link 2025-12-05T19:09Z 32.9K followers, 1865 engagements

"$NVDA Reportedly possibility of delay in the release schedule of new NVIDIA Rubin chip has increased due to Nvidia's push to improve the performance of Rubin chips has increased the technical difficulty of HBM4 and other products; SK Hynix delayed the ramp-up (full-scale mass production) of HBM4 by about one or two months compared to the original plan - Korean press (Nvidia Corporation) (More at"
X Link 2025-12-08T08:12Z 32.9K followers, 1434 engagements

"$MSTR Acquired 10624 BTC for $962.7M during Dec 1-7th - filing (Strategy) (More at"
X Link 2025-12-08T13:04Z 32.9K followers, 1469 engagements

"$NVDA US Commerce Dept reportedly opening exports of Nvidia H200 chips to China (Nvidia Corporation) (More at"
X Link 2025-12-08T18:00Z 32.9K followers, 1701 engagements

"$ITGR TTN Summary of 08:00ET presentation: Expects 2026 core organic business growth of XX% versus X% market growth but due to headwinds from three underperforming new products reported revenue guidance is a down X% to up X% range year-over-year; Provides 2026 operating margin target of down X% to up X% driven by lean cost improvements partially offset by fixed-cost leverage headwinds from lower volume (Integer Holdings Corporation) (More at"
X Link 2025-12-02T13:31Z 32.9K followers, 1537 engagements

"(US) Pres. Trump: The biggest threat in history to United States National Security would be a negative decision on Tariffs by the U.S. Supreme Court. We would be financially defenseless. Now Europe is going to Tariffs against China as they already do against others. We would not be allowed to do what others already do (More at"
X Link 2025-12-09T07:37Z 32.9K followers, 1401 engagements

"Upside: $XCUR +67% (presents Positive Topline Phase X Data for Burixafor in Multiple Myeloma at 2025 ASH Annual Meeting) $ALEX +38% (to be taken private at $21.20/shr in $2.3B transaction) $VOR +28% (JPMorgan Chase and Co Initiates VOR with Overweight price target: $43) $TROX +20% (receives coordinated non-binding and conditional Letters of Support / Interest from Export Finance Australia and Export-Import Bank of the United States respectively for up to $600M in limited or non-recourse financing to support the development of Tronox's rare earth supply chain) $MAMA +13% (earnings) $STAA +13%"
X Link 2025-12-09T13:55Z 32.9K followers, 3462 engagements

"$ORCL TTN Earnings Preview: Oracles fiscal Q2 2026 report tonight may become a two-step test of whether a record $455B AI backlog and a looming $38B loan package can coexist with fragile credit markets without producing the first real funding shock of the AI era. - Oracles fiscal Q2 call on December 10th may turn into a live test of whether the first hard constraint on the AI boom is credit capacity rather than compute with an AI backlog of roughly $XXX billion talk of up to $XXX billion in new borrowings and a still unfinalised $XX billion mega loan package all converging on a single"
X Link 2025-12-10T07:43Z 32.9K followers, XXX engagements

"$NEE NextEra Energy and Google $GOOGL to partner on multiple sites across the United States to scale multiple gigawatts (GW) of data center capacity and energy infrastructure; Currently developing the first three campuses and are collaborating to identify additional locations and expansion plans; The first commercial product is expected to be available in the Google Cloud Marketplace by mid-2026. (NextEra Energy Inc (FPL)) (More at"
X Link 2025-12-08T12:02Z 32.9K followers, 2379 engagements

"$HD Affirms FY25 outlook; Guides initial FY26 Rev +2.5-4.5% - statement ahead of 2025 Investor and Analyst Conference (The Home Depot Inc) (More at"
X Link 2025-12-09T11:05Z 32.9K followers, 1384 engagements

"$TFC TTN Summary of 09:20ET presentation: Guides initial FY26 rev growth 4%; Affirms Q4 revenue guidance +12% and NII up X% driven by robust loan growth lower deposits stable fees and expenses; quarter is progressing on track with ongoing momentum. (Truist Financial Corporation) (More at"
X Link 2025-12-09T15:00Z 32.9K followers, 1418 engagements

"$TSLA TTN Research Alert: Tesla's leap in Full Self-Driving (FSD) v14 data has likely created the first quantitatively credible case that unsupervised driving is in sight even as law and infrastructure still treat it as an assisted feature. (Tesla Inc) (More at"
X Link 2025-12-10T09:18Z 32.9K followers, XXX engagements

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