# ![@big_Drew19 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1375591076.png) @big_Drew19 Drew Kane

There are no recent news or social posts about Drew Kane. The provided context appears to be a collection of stock price updates, analyst ratings, and company news for various publicly traded companies, but it does not mention Drew Kane.

### Engagements: [-----] [#](/creator/twitter::1375591076/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1375591076/c:line/m:interactions.svg)

- [--] Week [------] +134%
- [--] Month [------] +60%
- [--] Months [-------] +207%
- [--] Year [-------] +1,329%

### Mentions: [--] [#](/creator/twitter::1375591076/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1375591076/c:line/m:posts_active.svg)

- [--] Week [---] -49%
- [--] Month [---] +7.30%
- [--] Months [-----] +665%
- [--] Year [-----] +5,008%

### Followers: [---] [#](/creator/twitter::1375591076/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1375591076/c:line/m:followers.svg)

- [--] Week [---] +1.40%
- [--] Month [---] +12%
- [--] Months [---] +21%
- [--] Year [---] +246%

### CreatorRank: [-------] [#](/creator/twitter::1375591076/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1375591076/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  80.49% [technology brands](/list/technology-brands)  25.37% [finance](/list/finance)  16.59% [cryptocurrencies](/list/cryptocurrencies)  11.22% [financial services](/list/financial-services)  #1425 [exchanges](/list/exchanges)  2.93% [automotive brands](/list/automotive-brands)  2.93% [social networks](/list/social-networks)  1.95% [countries](/list/countries)  1.46% [musicians](/list/musicians)  0.49%

**Social topic influence**
[strong](/topic/strong) 16.1%, [growth](/topic/growth) #1776, [market](/topic/market) 6.34%, [$nvda](/topic/$nvda) #2205, [$msft](/topic/$msft) #663, [longterm](/topic/longterm) #424, [momentum](/topic/momentum) #1971, [$orcl](/topic/$orcl) #262, [$spx](/topic/$spx) #667, [$qqq](/topic/$qqq) #868

**Top accounts mentioned or mentioned by**
[@epictrades1](/creator/undefined) [@mrderivatives](/creator/undefined) [@bluemoontrades](/creator/undefined) [@therocktrading](/creator/undefined) [@a_najumi](/creator/undefined) [@leverageshares](/creator/undefined) [@wisemancap](/creator/undefined) [@zastocks](/creator/undefined) [@jarvisflow](/creator/undefined) [@jtsla4](/creator/undefined) [@volumestocks](/creator/undefined) [@breadddman](/creator/undefined) [@anajumi](/creator/undefined) [@mr_derivatives](/creator/undefined) [@chesswarri42621](/creator/undefined) [@dempsey_andrew](/creator/undefined)

**Top assets mentioned**
[NVIDIA Corp. (NVDA)](/topic/$nvda) [Microsoft Corp. (MSFT)](/topic/$msft) [Oracle Corporation (ORCL)](/topic/$orcl) [SPX6900 (SPX)](/topic/$spx) [Metadium (META)](/topic/$meta) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Morgan Stanley (MS)](/topic/morgan-stanley) [Credo Technology Group Holding Ltd (CRDO)](/topic/$crdo) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Mario Coin (COIN)](/topic/$coin) [Micron Technology, Inc. (MU)](/topic/$mu) [Snowflake Inc. (SNOW)](/topic/$snow) [Now Coin (NOW)](/topic/$now) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Coinbase Global Inc. (COIN)](/topic/coinbase) [Robinhood Markets, Inc.  (HOOD)](/topic/$hood) [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [Tesla, Inc. (TSLA)](/topic/$tsla) [Bitcoin (BTC)](/topic/$btc) [Goldman Sachs (GS)](/topic/goldman-sachs) [Vertiv Holdings Co (VRT)](/topic/$vrt) [Advanced Micro Devices (AMD)](/topic/$amd) [Vertex Protocol (VRTX)](/topic/$vrtx) [Crowdstrike Holdings Inc (CRWD)](/topic/$crwd) [Cloudflare, Inc. (NET)](/topic/$net) [Apple, Inc. (AAPL)](/topic/$aapl) [Sandisk Corporation (SNDK)](/topic/$sndk) [Strategy (MSTR)](/topic/$mstr) [Ethereum (ETH)](/topic/$eth) [Intuit Inc. (INTU)](/topic/$intu) [Atlassian Corporation PLC (TEAM)](/topic/$team) [Shopify Inc (SHOP)](/topic/$shop) [Unity Software Inc. (U)](/topic/$u) [Reddit, Inc.  (RDDT)](/topic/$rddt) [AppLovin Corporation (APP)](/topic/applovin) [Salesforce Inc (CRM)](/topic/$crm) [Dutch Bros, Inc. (BROS)](/topic/$bros) [Humana Inc (HUM)](/topic/$hum) [Sea Limited (SE)](/topic/$se) [HCA Healthcare Inc (HCA)](/topic/$hca) [Palo Alto Networks Inc (PANW)](/topic/$panw) [CoreWeave, Inc (CRWV)](/topic/$crwv) [Constellation Energy Corp (CEG)](/topic/$ceg) [GE Vernova Inc. (GEV)](/topic/$gev) [Vistra, Corp. (VST)](/topic/$vst) [Modine Manufacturing Co (MOD)](/topic/$mod) [Sarepta Therapeutics, Inc. (SRPT)](/topic/$srpt) [Mobileye Global Inc. (MBLY)](/topic/$mbly) [Taiwan Semiconductor (TSM)](/topic/$tsm) [iShares BTC Trust (IBIT)](/topic/$ibit) [BITMINE IMMERSION TECH (BMNR)](/topic/$bmnr) [Circle Internet Group, Inc. (CRCL)](/topic/$crcl) [Global-e Online Ltd. (GLBE)](/topic/$glbe) [Symbotic Inc. Class A Common Stock (SYM)](/topic/$sym) [Bloom Energy Corporation (BE)](/topic/$be) [Eli Lilly and Company (LLY)](/topic/eli-lilly) [Adobe, Inc. (ADBE)](/topic/$adbe) [Datadog Inc (DDOG)](/topic/$ddog) [Novo-Nordisk (NVO)](/topic/$nvo) [Rivian Automotive, Inc.  (RIVN)](/topic/$rivn)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$AMGN (Amgen) Erste Group upgrades to Buy on strong margins and obesity drug potential 📝 Analyst sees upside supported by MariTide data favorable valuation and above-sector profitability"  
[X Link](https://x.com/big_Drew19/status/1997884976763699271)  2025-12-08T04:24Z [---] followers, [---] engagements


"$LUNR (Intuitive Machines) PT🎯 Increased to $20 Stifel downgrades to Hold 📝 Analyst sees risk-reward now balanced amid LTV award uncertainty and political unpredictability"  
[X Link](https://x.com/big_Drew19/status/2010708657000874002)  2026-01-12T13:41Z [---] followers, [---] engagements


"$KVYO (Klaviyo) PT🎯 to $40 Cantor Fitzgerald reiterates Overweight 📝 Analyst sees KVYO leading the Agentic Era of SaaS; recent Agent launches expected to drive CY26 upside and support $2B+ growth path"  
[X Link](https://x.com/big_Drew19/status/2011082305063051328)  2026-01-13T14:26Z [---] followers, [---] engagements


"$CRDO (Credo technology) PT🎯 Increased to $220 Barclays maintains Overweight rating 📝 Analyst notes [----] AI theme will drive massive demand and production for Credos technology"  
[X Link](https://x.com/big_Drew19/status/2013609554794148316)  2026-01-20T13:48Z [---] followers, [---] engagements


"$ONDS (Ondas) PT🎯 Increased to $18 Stifel reiterates Buy 📝 Analyst upbeat after investor day highlights strong Autonomous Systems outlook lifted [----] revenue guidance and early momentum in military drone space"  
[X Link](https://x.com/big_Drew19/status/2014335994653221270)  2026-01-22T13:55Z [---] followers, [---] engagements


"$ZTS (Zoetis) PT🎯 is ✂ to $135 Piper Sandler downgrades to Neutral 📝 Analyst sees 1-2 year innovation air pocket and questions value proposition of [----] launches amid weak consumer spend"  
[X Link](https://x.com/big_Drew19/status/2014342957466292621)  2026-01-22T14:22Z [---] followers, [--] engagements


"$ARM (Arm Holdings) PT🎯 to $150 Susquehanna upgrades to Positive 📝 Analyst sees Al silicon initiatives and server CPU expansion as transformative calling recent 40% pullback a buying opportunity"  
[X Link](https://x.com/big_Drew19/status/2014703299333587194)  2026-01-23T14:14Z [---] followers, [---] engagements


"Data center construction spending continues to move higher but year/year pace is slowing . eased to +18.5% in October $eqix $dlr $ceg $vst $vrt $mod $tln $gev"  
[X Link](https://x.com/big_Drew19/status/2015116868348940651)  2026-01-24T17:37Z [---] followers, [--] engagements


"$RIOT (Riot Platforms) PT🎯 Increased to $23 KBW reiterates Outperform 📝 Analyst sees early HPC momentum from $AMD lease highlights high-value colocation assets in Corsicana & Rockdale"  
[X Link](https://x.com/big_Drew19/status/2016150680025677927)  2026-01-27T14:05Z [---] followers, [---] engagements


"$VRTX (Vertex) PT🎯 Increased to $530 Evercore ISI reiterates Outperform 📝 Analyst sees povetacicept upside potentially doubling peak sales with Street's appreciation still in early stages ahead of Ph3 IgAN data"  
[X Link](https://x.com/big_Drew19/status/2016152342618378529)  2026-01-27T14:12Z [---] followers, [--] engagements


"Market sector performance over the last [--] years $spx $qqq $clf $xbi"  
[X Link](https://x.com/big_Drew19/status/2016211152317854124)  2026-01-27T18:06Z [---] followers, [--] engagements


"$SRPT (Sarepta) PT🎯 Increased to $22 Baird maintains Neutral 📝 Analyst sees durable drug effect in EMBARK update and expects commercial traction with Elevidys sales force expansion"  
[X Link](https://x.com/big_Drew19/status/2016488254745256334)  2026-01-28T12:27Z [---] followers, [---] engagements


"$MBLY (Mobileye) PT🎯 is ✂ to $16 Raymond James maintains Outperform 📝 Analyst flags transition year in FY26 but sees late-year upside with strong ADAS pipeline and favorable earnings leverage"  
[X Link](https://x.com/big_Drew19/status/2016490885542715575)  2026-01-28T12:37Z [---] followers, [---] engagements


"$INSM (Insmed) PT🎯 to $212 Roth/MKM initiates with Buy 📝 Analyst sees [----] upside from Brinsupri and Arikayce pipeline catalyst with 35% expected return and $5B in TPIP optionality"  
[X Link](https://x.com/big_Drew19/status/2016507381547430226)  2026-01-28T13:43Z [---] followers, [---] engagements


"$CLS (Celestica) PT🎯 to $400 BofA initiates Buy 📝 Analyst sees Al-fueled demand for high-speed switches and custom ASIC servers driving 47% EPS CAGR through 2027"  
[X Link](https://x.com/big_Drew19/status/2016878916024070375)  2026-01-29T14:19Z [---] followers, [---] engagements


"$NXT (Nextpower) PT🎯 Increased to $140 UBS reiterates Buy 📝Analyst sees track record strength and solar market share leadership driving premium hardware re-rating and long-term upside"  
[X Link](https://x.com/big_Drew19/status/2016878937440166111)  2026-01-29T14:19Z [---] followers, [--] engagements


"$VRTX (Vertex) PT🎯 to $606 Barclays initiates at Overweight 📝 Analyst sees renal franchise upside highlights CF cash flows and flags undervalued pain pipeline heading into 2026"  
[X Link](https://x.com/big_Drew19/status/2016879243473428961)  2026-01-29T14:20Z [---] followers, [--] engagements


"$MBLY (Mobileye) PT🎯 to $25 Tigress reiterates Buy 📝 Analyst sees Physical Al & humanoid robotics as long-term upside with Surround ADAS and SuperVision scaling toward full autonomy"  
[X Link](https://x.com/big_Drew19/status/2017227571025391877)  2026-01-30T13:25Z [---] followers, [---] engagements


"$DOCS (Doximity) PT🎯 is ✂ to $79 BofA maintains Buy 📝 Analyst flags digital ad budget caution but sees mid-teens FY27 growth as HCP ad spend gains traction"  
[X Link](https://x.com/big_Drew19/status/2017235233330934108)  2026-01-30T13:55Z [---] followers, [--] engagements


"$ALGM (Allegro MicroSystems) PT🎯 Increased to $41 Needham reiterates Buy 📝 Analyst cites Auto & Data Center growth strong bookings and sees upside from E-Mobility and humanoid robotics demand"  
[X Link](https://x.com/big_Drew19/status/2017235345482424825)  2026-01-30T13:55Z [---] followers, [--] engagements


"$COIN (Coinbase) PT🎯 to $240 Baird initiates at Neutral 📝 Analyst sees a balanced risk/reward citing volume decline regulatory uncertainty and valuation near 5-year average"  
[X Link](https://x.com/big_Drew19/status/2017235418169725422)  2026-01-30T13:56Z [---] followers, [--] engagements


"$NEE (NextEra Energy) PT🎯 Increased to $95 BMO Capital reiterates Outperform 📝Analyst sees steady EPS growth renewables momentum and [----] guidance reaffirmation supporting long-term upside"  
[X Link](https://x.com/big_Drew19/status/2017239034892812706)  2026-01-30T14:10Z [---] followers, [--] engagements


"$GEV (GE Vernova) PT🎯 Increased to $780 TD Cowen reiterates Buy 📝 Analyst points to 100GW gas power backlog strong Electrification book-to-bill and margin upside in SRAs as drivers of positive momentum"  
[X Link](https://x.com/big_Drew19/status/2017239118615392619)  2026-01-30T14:10Z [---] followers, [--] engagements


"The largest US banks @LeverageShares with the best graphs and breakdowns $jpm $wfc $gs $ms $c $cof $bac"  
[X Link](https://x.com/big_Drew19/status/2018002780468723866)  2026-02-01T16:45Z [---] followers, [---] engagements


"@The_RockTrading John ppl are saying semis are over bought and maxed out. Especially $smh. But neither $nvda or $avgo have even joined the party lol"  
[X Link](https://x.com/big_Drew19/status/2018035213398339771)  2026-02-01T18:54Z [---] followers, [---] engagements


"I used to always think before I started trading everybody in markets was smart. Then you see stupid shit like $wmt at [--] forward PE fucking shitco burrito $ceg is a [--] $cost is a [--] You can make the point Walmart & Costco are safe havens but $nvda is so undervalued. $NVDA at 25x forward PE while $WMT is at [--] is stupid. $NVDA at 25x forward PE while $WMT is at [--] is stupid"  
[X Link](https://x.com/big_Drew19/status/2018898292868866452)  2026-02-04T04:03Z [---] followers, [---] engagements


"@WisemanCap $crwd such a great buy off [---] lows today. Got in some $net as well. You cant have AI without cybersecurity lol market dumb"  
[X Link](https://x.com/big_Drew19/status/2019135108578701739)  2026-02-04T19:44Z [---] followers, [---] engagements


"@epictrades1 Saylor or Tom Lee want in"  
[X Link](https://x.com/big_Drew19/status/2019539477740548220)  2026-02-05T22:31Z [---] followers, [--] engagements


"@epictrades1 What did he say no Eth 5k by February"  
[X Link](https://x.com/big_Drew19/status/2019588176244089176)  2026-02-06T01:45Z [---] followers, [--] engagements


"@BlueMoonTrades Okay I agree with GREAT chart analysis But the comparison to the tariff tantrum and what we have going on now are nothing a like macro wise by mid February we knew of trumps tariff date. hence we started dropping. It was march then pushed it to April. Kept dropping"  
[X Link](https://x.com/big_Drew19/status/2019589048554418236)  2026-02-06T01:48Z [---] followers, [---] engagements


"$hood 🟢 in futures"  
[X Link](https://x.com/big_Drew19/status/2019592272988561782)  2026-02-06T02:01Z [---] followers, [--] engagements


"@ZaStocks I believe we could re test lows after earnings when all we have is macro in march. its truly up to $nvda earnings. But if it rallies so hard into earnings the result could be like last time. Sell the news which then lead to a huge drop in markets in November"  
[X Link](https://x.com/big_Drew19/status/2019945153235153373)  2026-02-07T01:23Z [---] followers, [---] engagements


"Trump says Dow to 100k by end of [----] $dija $dia $spx $spy $qqq"  
[X Link](https://x.com/big_Drew19/status/2019964807370432639)  2026-02-07T02:41Z [---] followers, [--] engagements


"@BlueMoonTrades We will all be riding in autonomous nuclear powered quantum chip ran $cat trucks lmaoo"  
[X Link](https://x.com/big_Drew19/status/2019974402067296552)  2026-02-07T03:20Z [---] followers, [--] engagements


"@Mr_Derivatives Sign of the Super Bowl winner🟢"  
[X Link](https://x.com/big_Drew19/status/2020637587443274162)  2026-02-08T23:15Z [---] followers, [---] engagements


"The top [--] largest stocks in the world are now worth a combined $25.99 Trillion down from $26.7T last week $nvda $aapl $googl $msft $amzn $tsm $meta $avgo $tsla"  
[X Link](https://x.com/big_Drew19/status/2020647300767596975)  2026-02-08T23:53Z [---] followers, [--] engagements


"Marco economic calendar for this week Mon: not much Tues: retail sales Wed: nonfarm payrolls unemployed rate average hourly earnings Thurs: Initial jobless claims Fri; CPI $spx $spy $qqq"  
[X Link](https://x.com/big_Drew19/status/2020649893682114769)  2026-02-09T00:04Z [---] followers, [--] engagements


"🚨 US Hedge Funds Shorted Single Stocks At The Fastest Pace Since The [----] Crisis 📌 Shorting Exceeded The April [----] Market Crash And Any Week Of The [----] Bear Market Whats the next move then $spx $spy $qqq"  
[X Link](https://x.com/big_Drew19/status/2020653255190278405)  2026-02-09T00:17Z [---] followers, [---] engagements


"How the cost of memory has increased over the years $mu $sndk $stx $wdc"  
[X Link](https://x.com/big_Drew19/status/2020659465549443371)  2026-02-09T00:42Z [---] followers, [---] engagements


"That was a really shitty Coinbase $coin commercial lmao"  
[X Link](https://x.com/big_Drew19/status/2020664574421123083)  2026-02-09T01:02Z [---] followers, [--] engagements


"FUCK BAD BUNNY #SuperBowlLX"  
[X Link](https://x.com/big_Drew19/status/2020666847805235320)  2026-02-09T01:11Z [---] followers, [---] engagements


"$mu being 🔴 right now is fucking laughable"  
[X Link](https://x.com/big_Drew19/status/2020667871295115532)  2026-02-09T01:15Z [---] followers, [---] engagements


"🚨 Crypto funds recorded -$1.5 billion in net outflows in the week ending Wednesday the most since November. 📌 This marks the 2nd consecutive weekly withdrawal and the 5th over the last [--] weeks. $btc $ibit $mstr $bmnr $eth"  
[X Link](https://x.com/big_Drew19/status/2020865301890392232)  2026-02-09T14:20Z [---] followers, [--] engagements


"The size of the stablecoin market currently sits at $307bn dominated by two issuers: Tether and Circle $crcl $btc $eth"  
[X Link](https://x.com/big_Drew19/status/2020866468628271492)  2026-02-09T14:24Z [---] followers, [---] engagements


"Here's how the Magnificent [--] names have performed when they were led by founders vs not $aapl $msft $googl $amzn $tsla $meta $nvda"  
[X Link](https://x.com/big_Drew19/status/2020866825416839329)  2026-02-09T14:26Z [---] followers, [--] engagements


"lol they still have us ahead of Michigan state Fuck Michigan state #illini #collegebasketball"  
[X Link](https://x.com/big_Drew19/status/2020937812783300774)  2026-02-09T19:08Z [---] followers, [--] engagements


"@JarvisFlow @BlueMoonTrades Yes the flow is lovely. It has to do with $crdo pre announcing earnings and smashing. They trade like twins Although alab will definitely crush it tomorrow"  
[X Link](https://x.com/big_Drew19/status/2021049941028896855)  2026-02-10T02:33Z [---] followers, [---] engagements


"$TSM revenues jump 37% it states Still a bubble"  
[X Link](https://x.com/big_Drew19/status/2021205446455882029)  2026-02-10T12:51Z [---] followers, [--] engagements


"AI Growth and Acceleration is continuing into [----] $spx $qqq $nvda $orcl $meta $nsft $googl $amzn"  
[X Link](https://x.com/big_Drew19/status/2021210621514006997)  2026-02-10T13:12Z [---] followers, [--] engagements


"🚨 Hyperscalers are throwing their weight and their considerable balance sheets at Al investment. 🎯 So far the investments are paying off at least when it comes to market cap $nvda $meta $googl $msft $amzn $orcl"  
[X Link](https://x.com/big_Drew19/status/2021211130668937666)  2026-02-10T13:14Z [---] followers, [--] engagements


"🚨 Jefferies Top Picks to Buy on any Pullback Mega Cap: $MSFT $META $AMZN Large Cap: $ORCL $SNOW $INTU $TEAM $NOW $SHOP Mid Cap: $PCOR $U $TWLO $GLBE 📌 Overweight hyperscalers and infrastructure software 📌 Equalweight cybersecurity 📌Underweight application software"  
[X Link](https://x.com/big_Drew19/status/2021215951950070159)  2026-02-10T13:33Z [---] followers, [--] engagements


"$RDDT (Reddit) PT🎯 Increased to $275 Truist reiterates Buy 📝 Analyst cheers 4Q beat strong Q1 guide and $1B buyback; calls Reddit one of the fastest-growing and most profitable names in digital media"  
[X Link](https://x.com/big_Drew19/status/2021217267741069347)  2026-02-10T13:38Z [---] followers, [--] engagements


"$SYM (Symbotic) PT🎯 Increased to $87 DA Davidson maintains Neutral 📝 Analyst lifts FY26/FY27 estimates sees OpEx leverage and organic growth acceleration but remains cautious on valuation"  
[X Link](https://x.com/big_Drew19/status/2021217338641490136)  2026-02-10T13:39Z [---] followers, [--] engagements


"$APP (AppLovin) PT🎯 to $860 Jefferies reiterates Buy 📝 Analyst sees -39% YTD drop as a buying opportunity expects Q4 beat and 50%+ top-line growth into FY26"  
[X Link](https://x.com/big_Drew19/status/2021217366747599153)  2026-02-10T13:39Z [---] followers, [---] engagements


"$UBER PT🎯 to $108 Truist reiterates Buy 📝 Analyst sees Turkey delivery M&A as positive for GB growth deepens Uber's third-largest untapped market presence after Brazil & India"  
[X Link](https://x.com/big_Drew19/status/2021217383537352836)  2026-02-10T13:39Z [---] followers, [--] engagements


"$BE (Bloom Energy) PT🎯 Increased to $165 TIG reiterates Buy 📝 Analyst cites 39% earnings beat 58% revenue growth guide and strong data center + C&l demand driving bullish outlook"  
[X Link](https://x.com/big_Drew19/status/2021217409995047043)  2026-02-10T13:39Z [---] followers, [--] engagements


"$LLY (Eli Lilly) PT🎯 Increased to $1260 Goldman Sachs reiterates Buy 📝 Analyst expects 2Q26 launch of orforglipron to drive upside sees strong GLP-1 validation and minimal cannibalization risk"  
[X Link](https://x.com/big_Drew19/status/2021217431784440015)  2026-02-10T13:39Z [---] followers, [--] engagements


"$ORCL (Oracle) PT🎯 to $180 DA Davidson upgrades to Buy 📝 Analyst sees revamped OpenAl as key to removing Oracle's top overhang restoring confidence in Al-driven growth narrative"  
[X Link](https://x.com/big_Drew19/status/2021217493541425348)  2026-02-10T13:39Z [---] followers, [--] engagements


"🚨 JPMORGAN: AI FEARS OVERDONE IN SOFTWARE 📌 JPMorgan says the selloff in software stocks is overblown driven by unrealistic fears of near-term Al disruption. 📌 Strategists recommend rotating back into high-quality Al-resilient names. $crm $snow $adbe $msft $orcl $now"  
[X Link](https://x.com/big_Drew19/status/2021219341237108783)  2026-02-10T13:46Z [---] followers, [---] engagements


"$DDOG (Datadog) PT🎯 is ✂ to $150 RBC maintains Outperform 📝 Analyst sees peer-multiple compression driving lower PT; upcoming earnings and analyst day key for AI strategy update"  
[X Link](https://x.com/big_Drew19/status/2021219622230335932)  2026-02-10T13:48Z [---] followers, [---] engagements


"$BROS (Dutch Bros) PT🎯 to $85 UBS reiterates Buy 📝 Analyst sees strong traffic momentum mid-teens store growth and 20%+ EBITDA growth with shares trading at an attractive valuation vs history"  
[X Link](https://x.com/big_Drew19/status/2021219661510037956)  2026-02-10T13:48Z [---] followers, [---] engagements


"$STM (STMicroelectronics) PT🎯 Increased to $32 Mizuho reiterates Neutral 📝 Analyst highlights SAMZN AWS Al data center agreement unlocking multi-billion revenue potential while flagging analog headwinds and margin offsets"  
[X Link](https://x.com/big_Drew19/status/2021219708410716279)  2026-02-10T13:48Z [---] followers, [--] engagements


"$WULF (Tera Wulf) PT🎯 to $37 Morgan Stanley initiates at Overweight 📝 Analyst sees strong DC pipeline execution values upside using REIT endgame framework with $8/watt base case vs $18/watt comps"  
[X Link](https://x.com/big_Drew19/status/2021219729361309873)  2026-02-10T13:48Z [---] followers, [--] engagements


"$BKSY (BlackSky) PT🎯 to $27 Canaccord Genuity reiterates Buy 📝 Analyst cites new seven-figure Gen-3 contract progress in Al-powered ISR and long-term customer conversions as key drivers"  
[X Link](https://x.com/big_Drew19/status/2021219753839186219)  2026-02-10T13:48Z [---] followers, [--] engagements


"$AVGO (Broadcom) PT🎯 to $500 Jefferies reiterates Buy 📝 Analyst sees strong Al spend momentum COT leadership and robust networking growth - reiterates AVGO as Top Pick"  
[X Link](https://x.com/big_Drew19/status/2021219780699521217)  2026-02-10T13:48Z [---] followers, [--] engagements


"$BE (Bloom Energy) PT🎯 Increased to $160 TD Cowen maintains Hold 📝 Analyst sees data center demand surge 140% backlog growth and [----] revenue guide +25% vs consensus but flags valuation concerns"  
[X Link](https://x.com/big_Drew19/status/2021219891370402223)  2026-02-10T13:49Z [---] followers, [--] engagements


"$ZETA PT🎯 is ✂ from $30 to $27 RBC Capital Maintains Outperform Rating"  
[X Link](https://x.com/big_Drew19/status/2021220944941908101)  2026-02-10T13:53Z [---] followers, [---] engagements


"$HUM (Humana) PT🎯 to $312 Guggenheim reiterates Buy 📝 Analyst flags a volatile 4Q25 earnings setup but sees long-term MA economics intact despite near-term headline risk and EPS pressure"  
[X Link](https://x.com/big_Drew19/status/2021221902920892795)  2026-02-10T13:57Z [---] followers, [---] engagements


"$NVDA PT🎯 to $250 Goldman Sachs reiterates Buy 📝 Analyst sees 1H26 catalysts in hyperscaler CapEx revisions non-traditional demand from OpenAl/ Anthropic & strong Blackwell LLM results"  
[X Link](https://x.com/big_Drew19/status/2021222031329501294)  2026-02-10T13:57Z [---] followers, [--] engagements


"$AMZN PT🎯 to $300 RBC Capital reiterates Outperform 📝 Analyst flags Capex surge to $200B competitive heat from GCP and Leo-driven EBIT drag but maintains high conviction in Al-driven AWS leadership"  
[X Link](https://x.com/big_Drew19/status/2021225069020639539)  2026-02-10T14:09Z [---] followers, [--] engagements


"$MU (Micron) PT🎯 Increased from $400 to $450 UBS reiterates Buy 📝 Analyst sees memory supply shortage into [----] Al-driven demand surge and MU trading at just 5x [----] EPS vs. HDDs at 2x"  
[X Link](https://x.com/big_Drew19/status/2021225086674428280)  2026-02-10T14:09Z [---] followers, [---] engagements


"$BROS (Dutch Bros) PT🎯 to $85 UBS reiterates Buy 📝 Analyst calls BROS top pick sees strong traffic momentum 20%+ EBITDA growth and valuation upside despite competitive noise.p"  
[X Link](https://x.com/big_Drew19/status/2021225120388280735)  2026-02-10T14:09Z [---] followers, [---] engagements


"$GOOGL PT🎯 Increased to $400 BMO Capital reiterates Outperform 📝 Analyst cites strong Search & Cloud beat rapid Al adoption and 78% cost-to-serve reduction supporting major Cap Ex ramp"  
[X Link](https://x.com/big_Drew19/status/2021225189778862501)  2026-02-10T14:10Z [---] followers, [--] engagements


"@Mr_Derivatives $qqq flat for over [--] months now"  
[X Link](https://x.com/big_Drew19/status/2021274037599527073)  2026-02-10T17:24Z [---] followers, [---] engagements


"$OPEN (Opendoor Technologies) PT🎯 Increased from $1.6 to $5 UBS' Lloyd Maintains Neutral Rating"  
[X Link](https://x.com/big_Drew19/status/2021563216959045996)  2026-02-11T12:33Z [---] followers, [--] engagements


"$NVO (Novo Nordisk) PT🎯 to $70 TD Cowen reiterates Buy 📝 Analyst sees potential tailwind from FDA action on GLP-1 compounding though notes impact remains uncertain"  
[X Link](https://x.com/big_Drew19/status/2021563233275158918)  2026-02-11T12:33Z [---] followers, [---] engagements


"$U (Unity Software) PT🎯 is ✂ to $30 Jefferies maintains Buy 📝 Analyst flags Grow segment miss and terminal value risk partially offset by continued Vector momentum"  
[X Link](https://x.com/big_Drew19/status/2022345352876310809)  2026-02-13T16:21Z [---] followers, [---] engagements


"$BETA (Beta Technologies) PT🎯 to $30 Jefferies upgrades to Buy 📝 Analyst sees incremental catalysts for eVTOL adoption highlights FAA/DoT program awards and certification progress as key supports after recent risk-off trading"  
[X Link](https://x.com/big_Drew19/status/2022345379023290406)  2026-02-13T16:21Z [---] followers, [--] engagements


"$HUM (Humana) PT🎯 is ✂ to $252 Guggenheim maintains Buy 📝 Analyst cites tougher [----] EPS optics from Stars headwinds despite evidence of core MA margin upside and longer-term earnings power"  
[X Link](https://x.com/big_Drew19/status/2022345415648235571)  2026-02-13T16:21Z [---] followers, [--] engagements


"$AAPL PT🎯 to $330 Evercore ISI reiterates Outperform 📝 Analyst expects Apple Intelligence [---] launch delay with a multi-phase Al rollout and a full Siri overhaul later this year"  
[X Link](https://x.com/big_Drew19/status/2022345469780000841)  2026-02-13T16:21Z [---] followers, [--] engagements


"$IOT (Samsara) PT🎯 to $36 Goldman Sachs initiates Buy 📝 Analyst calls Samsara a defensible growth asset highlighting Al-driven hard ROl durable switching costs and a long FCF compounding runway"  
[X Link](https://x.com/big_Drew19/status/2022345486632706080)  2026-02-13T16:21Z [---] followers, [--] engagements


"$SE (Sea Ltd.) PT🎯 is ✂ to $150 BofA reiterates Buy 📝 Analyst expects stable revenue momentum but flags margin pressure in E-commerce amid continued investments across key regions"  
[X Link](https://x.com/big_Drew19/status/2021221920520196603)  2026-02-10T13:57Z [---] followers, [---] engagements


"$SE (Sea Ltd) PT🎯 is ✂ to $170 Bernstein cmaintains Outperform 📝 Analyst sees Al-led pullback as overdone argues margin fears are exaggerated and notes upside from undervalued Al benefit and strong earnings scale-up"  
[X Link](https://x.com/big_Drew19/status/2021225249606357381)  2026-02-10T14:10Z [---] followers, [---] engagements


"$CRCL (Circle) PT🎯is ✂ to $40 Wolfe Research maintains Underperform 📝 Analyst lowers profitability outlook cuts [----] EBITDA estimates and still sees valuation at a premium to peers"  
[X Link](https://x.com/big_Drew19/status/2021952417378799775)  2026-02-12T14:19Z [---] followers, [---] engagements


"$COIN (Coinbase) Monness Crespi Hardt downgrade to Sell from Buy 📝 Analyst turns tactically bearish citing extended crypto bear market estimate cuts into C26/ C27 and near-term earnings pressure despite long-term conviction"  
[X Link](https://x.com/big_Drew19/status/2021952455681200132)  2026-02-12T14:20Z [---] followers, [--] engagements


"$APP (AppLovin) PT🎯 Increased to $775 Scotiabank reiterates Sector Outperform 📝 Analyst calls post-earnings selloff "fundamentally disconnected" 'highlights 51% implied revenue growth and expanding EBITDA margins"  
[X Link](https://x.com/big_Drew19/status/2021952473230110932)  2026-02-12T14:20Z [---] followers, [---] engagements


"$QBTS (D-Wave Quantum) TD Cowen initiates with Buy on quantum annealing leadership 📝 Analyst highlights high-margin system sales cloud growth and QCI DRQ acquisition as catalysts to expand quantum TAM"  
[X Link](https://x.com/big_Drew19/status/2021952544071614896)  2026-02-12T14:20Z [---] followers, [--] engagements


"$XLE vs $SPX 📌 When Energy outperforms the S&P [---] by more than +20.9 percentage points over [--] days we are in statistically unusual territory as that is [--] standard deviations from the long run mean"  
[X Link](https://x.com/big_Drew19/status/2022298538017738994)  2026-02-13T13:15Z [---] followers, [--] engagements


"$AVAV (AeroVironment) PT🎯 to $400 Citizens reiterates Market Outperform 📝 Analyst sees long-term capital appreciation driven by defense spending tailwinds BlueHalo merger synergies and a $50B+ market opportunity"  
[X Link](https://x.com/big_Drew19/status/2022299364295627151)  2026-02-13T13:18Z [---] followers, [--] engagements


"$CRWD (CrowdStrike) PT🎯 to $446 HSBC upgrades to Buy 📝 Analyst cites Al/ML-driven detection leadership strong EPS CAGR and sees valuation premium justified by superior growth"  
[X Link](https://x.com/big_Drew19/status/2022301115845349578)  2026-02-13T13:25Z [---] followers, [--] engagements


"$APLD (Applied Digital) PT🎯 to $40 Citizens reiterates Market Outperform 📝Analyst highlights 1GW hyperscaler potential and a 4.3GW active development pipeline positioning APLD as a leading HPC/AI infrastructure provider"  
[X Link](https://x.com/big_Drew19/status/2022301138175897874)  2026-02-13T13:25Z [---] followers, [--] engagements


"$RDDT (Reddit) PT🎯 to $300 Citizens reiterates Market Outperform 📝 Analyst flags continued Y/Y declines in time spent and MAUs but highlights January re-acceleration in web visits as comps begin to ease"  
[X Link](https://x.com/big_Drew19/status/2022301247143846104)  2026-02-13T13:26Z [---] followers, [--] engagements


"$RIVN (Rivian) PT🎯 Increased to $23 Deutsche Bank upgrades to Buy 📝 Analyst sees inflecting fundamentals de-risked [----] outlook and improving costs & margins as RIVN approaches the R2 launch"  
[X Link](https://x.com/big_Drew19/status/2022305707601617331)  2026-02-13T13:43Z [---] followers, [--] engagements


"$AVGO PT🎯 to $335 DA Davidson initiates at Neutral 📝 Analyst flags Al ASIC economics risk as hyperscalers may internalize more of the stack limiting justification for a premium multiple vs peers"  
[X Link](https://x.com/big_Drew19/status/2022305740254314682)  2026-02-13T13:43Z [---] followers, [--] engagements


"When every single mag [--] name is red for honest to god stupid fucking reasons market wont go higher"  
[X Link](https://x.com/big_Drew19/status/2022336837646418274)  2026-02-13T15:47Z [---] followers, [--] engagements


"$BROS (Dutch Bros) PT🎯 to $77 KeyBanc reiterates Overweight 📝 Analyst flags 4Q SSS +7.7% beat sees '26 guidance as conservative despite ongoing competition debate"  
[X Link](https://x.com/big_Drew19/status/2022345318512381992)  2026-02-13T16:21Z [---] followers, [---] engagements


"$GRAB PT🎯 to $7 Benchmark reiterates Buy 📝 Analyst sees earnings as overhang-clearing highlights a credible 3-year roadmap with 40%+ EBITDA CAGR driving long-term upside"  
[X Link](https://x.com/big_Drew19/status/2022345398376104224)  2026-02-13T16:21Z [---] followers, [---] engagements


"$MRVL (Marvell) PT🎯 to $114 Stifel reiterates Buy 📝 Analyst updates model post XConn acquisition sees long-term UALink upside while near-term EPS impact remains limited"  
[X Link](https://x.com/big_Drew19/status/2022345440793120794)  2026-02-13T16:21Z [---] followers, [---] engagements


"$RZLV (Rezolve AI) PT🎯 to $12 H.C. Wainwright reiterates Buy 📝 Analyst highlights Reward Loyalty acquisition as a major scale-up move expanding payments + Al commerce reach and supporting a path toward $350M [----] revenue"  
[X Link](https://x.com/big_Drew19/status/2022378323016290727)  2026-02-13T18:32Z [---] followers, [---] engagements


"Just fucking gap it down Tuesday and get it fucking over with"  
[X Link](https://x.com/big_Drew19/status/2022413847232172153)  2026-02-13T20:53Z [---] followers, [--] engagements


"Me awaiting CPI right now. $spx $spy $qqq"  
[X Link](https://x.com/big_Drew19/status/2022302066933121092)  2026-02-13T13:29Z [---] followers, [---] engagements


"@Mr_Derivatives Nahh brah im sticking with my coke and Walmart. better valuations 🙄"  
[X Link](https://x.com/big_Drew19/status/2022419934744318075)  2026-02-13T21:17Z [---] followers, [---] engagements


"$CRDO (Credo Technology Group) PT🎯 to $225 Mizuho reiterates Outperform 📝 Analyst states Scale-Out Growing 9X Per Rack; Buy on Pullback as 800G/1.6T AEC Ramps"  
[X Link](https://x.com/big_Drew19/status/2008540937505697884)  2026-01-06T14:07Z [---] followers, [---] engagements


"Wells Fargo top stocks for recovery in [----] $crgy $hri $vera $enov $mtdr $mnkd $hasi $ir"  
[X Link](https://x.com/big_Drew19/status/2009610383087259689)  2026-01-09T12:57Z [---] followers, [---] engagements


"$VEEV (Veeva Systems) PT🎯 to $275 Truist upgrades to Buy 📝 Analyst sees CRM risks fading growth execution strengthening and valuation offering compelling upside"  
[X Link](https://x.com/big_Drew19/status/2009612938420642097)  2026-01-09T13:07Z [---] followers, [--] engagements


"The Top [--] companies with the best net income margins [--]. $tpl [--]. $cme [--]. $nvda [--]. $v [--]. $fnv [--]. $evvty [--]. $avgo [--]. $ma [--]. $msci [--]. $msft"  
[X Link](https://x.com/big_Drew19/status/2013375659943317783)  2026-01-19T22:18Z [---] followers, [---] engagements


"$SNDK (SanDisk) PT🎯 to $400 RBC initiates at Sector Perform 📝 Analyst sees strong NAND fundamentals and GenAl-driven storage growth but flags valuation stretch and demand risks from high memory pricing"  
[X Link](https://x.com/big_Drew19/status/2013615062099890580)  2026-01-20T14:10Z [---] followers, [--] engagements


"$U (Unity Software) PT🎯 to $52 Freedom Capital initiates with Buy 📝 Analyst sees 24% upside citing early promise in Vector Al and potential boost to ad monetization via engine-driven user data"  
[X Link](https://x.com/big_Drew19/status/2013974767808737283)  2026-01-21T13:59Z [---] followers, [---] engagements


"$GLBE (Global-E) PT🎯 to $52 Benchmark reiterates Buy 📝 Analyst sees 30%+ GMV growth expanding TAM penetration and strong [----] visibility driven by Shopify push & BorderFree upside"  
[X Link](https://x.com/big_Drew19/status/2013977630299615709)  2026-01-21T14:10Z [---] followers, [--] engagements


"$CRM (Salesforce) PT🎯 to $405 Citizens reiterates Market Outperform 📝 Analyst highlights 330% y/y Agentforce growth rising customer re-consumption and strong Rule of [--] metrics as key drivers of capital appreciation"  
[X Link](https://x.com/big_Drew19/status/2016145714628210920)  2026-01-27T13:46Z [---] followers, [--] engagements


"$RVMD (Revolution) PT🎯 to $99 Truist reiterates Buy 📝 Analyst sees $30B M&A talk as strong valuation signal; says RVMD's resilience shows confidence in pipeline despite no Merck deal"  
[X Link](https://x.com/big_Drew19/status/2016152042394263848)  2026-01-27T14:11Z [---] followers, [---] engagements


"$WYFI (WhiteFiber) PT🎯 to $34 H.C. Wainwright reiterates Buy 📝 Analyst cites Q4 beat vs est. strategic $210M convertible notes raise and sees OpenAl-Cerebras deal as speculative tailwind for HPC build-out"  
[X Link](https://x.com/big_Drew19/status/2016156061753888946)  2026-01-27T14:27Z [---] followers, [---] engagements


"$NNE (NANO Nuclear) PT🎯 to $49 Texas Capital initiates Buy rating 📝 Analyst highlights KRONOS microreactor tech vertical integration across fuel and transport and calls NANO an underappreciated leader in advanced nuclear"  
[X Link](https://x.com/big_Drew19/status/2016488048762958277)  2026-01-28T12:26Z [---] followers, [---] engagements


"$SRPT (Sarepta) PT🎯 to $18 RBC Capital reiterates Sector Perform 📝 Analyst flags slowing Elevidys uptake sees [----] sales consensus too high and highlights commercial risk pressure on early-stage pipeline"  
[X Link](https://x.com/big_Drew19/status/2016493056623571312)  2026-01-28T12:46Z [---] followers, [---] engagements


"$ILMN (Illumina) PT🎯 Increased to $150 Canaccord maintains Hold 📝 Analyst cites strong Q4 beat and NovaSeq X transition momentum but stays cautious pending visibility on recovery pace"  
[X Link](https://x.com/big_Drew19/status/2016493112898539939)  2026-01-28T12:46Z [---] followers, [--] engagements


"UnitedHealth $UNH has been cut in half over the past year down more than 55% from its highs but it's still the largest healthcare company by a wide margin. $xlv $hca $cvs $ci $mck $cor"  
[X Link](https://x.com/big_Drew19/status/2017225394496180402)  2026-01-30T13:16Z [---] followers, [---] engagements


"$SNDK (Sandisk) PT🎯 to $750 Lynx Equity sees continued outperformance 📝 Analyst sees tight NAND supply through [----] expects SNDK to outperform semis peers & market; stock split seen as next retail catalyst"  
[X Link](https://x.com/big_Drew19/status/2017239137561039151)  2026-01-30T14:11Z [---] followers, [--] engagements


"$HCA (HCA Healthcare) PT🎯 to $546 Truist Securities reiterates Buy 📝 Analyst sees strong FY26 guide resilient margin outlook and highlights $10B buyback and dividend raise following robust Q4"  
[X Link](https://x.com/big_Drew19/status/2017242408711303354)  2026-01-30T14:24Z [---] followers, [--] engagements


"One year ago software traded at a 70% PE premium to the market Now gone $igv $now $adbe $team $snow $msft $orcl $intu"  
[X Link](https://x.com/big_Drew19/status/2021214677347234051)  2026-02-10T13:28Z [---] followers, [---] engagements


"Funds buying the Software dip $1.5 billion worth of inflows over the past two sessions $now $snow $team $msft $orcl $crm $shop $intu"  
[X Link](https://x.com/big_Drew19/status/2021215430229008419)  2026-02-10T13:31Z [---] followers, [---] engagements


"$SYM (Symbotic) PT🎯 Increased to $75 Needham reiterates Buy 📝 Analyst cites FQ1 beat on revenue and EBITDA with strong Systems growth margin expansion and upbeat Q2 guidance"  
[X Link](https://x.com/big_Drew19/status/2021217454735688094)  2026-02-10T13:39Z [---] followers, [--] engagements


"$CIFR (Cipher Mining) PT🎯 to $38 Morgan Stanley initiates at Overweight 📝 Analyst sees REIT-like valuation potential for Bitcoin-linked data centers with stable long-term cash flows.p"  
[X Link](https://x.com/big_Drew19/status/2021219644028211663)  2026-02-10T13:48Z [---] followers, [---] engagements


"$MARA PT🎯 to $8 Morgan Stanley initiates at Underweight 📝 Analyst sees limited upside due to hybrid mining model Bitcoin exposure risk and weak data center traction"  
[X Link](https://x.com/big_Drew19/status/2021219683668550117)  2026-02-10T13:48Z [---] followers, [--] engagements


"$MNDY (Monday) PT🎯 is ✂ to $150 DA Davidson maintains Buy 📝 Analyst cuts FY26 view on longer sales cycles and weak Service adoption but sees core work management demand intact"  
[X Link](https://x.com/big_Drew19/status/2021221867172839456)  2026-02-10T13:57Z [---] followers, [--] engagements


"$FTNT (Fortinet) PT🎯 Increased to $95 BMO Capital maintains Market Perform 📝 Analyst sees upside in billings & SASE traction but stays cautious on services revenue growth"  
[X Link](https://x.com/big_Drew19/status/2021221887204876747)  2026-02-10T13:57Z [---] followers, [--] engagements


"$BTDR (Bitdeer) PT🎯 is ✂ to $18 Rosenblatt reiterates Buy 📝 Analyst lowers estimates on BTC price weakness and rising costs but sees upside on Al/HPC expansion and mining growth"  
[X Link](https://x.com/big_Drew19/status/2021221954275946910)  2026-02-10T13:57Z [---] followers, [---] engagements


"$HIMS (Hims & Hers) PT🎯 is ✂ to $21 BofA maintains Underperform as FDA/DOJ scrutiny intensifies 📝 Analyst cites regulatory crackdown on compounded GLP-1s DOJ referral and HIMS withdrawal of oral semaglutide as key downside drivers"  
[X Link](https://x.com/big_Drew19/status/2021221978628084076)  2026-02-10T13:57Z [---] followers, [---] engagements


"$HIMS (Hims & Hers) PT🎯 to $60 BTIG reiterates Buy 📝 Analyst weighs in on semaglutide pill withdrawal cites regulatory risk as FDA ramps up GLP-1 compounding enforcement"  
[X Link](https://x.com/big_Drew19/status/2021221995887673546)  2026-02-10T13:57Z [---] followers, [---] engagements


"$HIMS (Hims & Hers) PT🎯 to $40 Morgan Stanley reiterates Equalweight 📝 Analyst flags regulatory crackdown on non-FDA GLP-1s; HIMS halts $49 semaglutide offering after FDA/DOJ scrutiny"  
[X Link](https://x.com/big_Drew19/status/2021222012140585337)  2026-02-10T13:57Z [---] followers, [---] engagements


"$DOCN (DigitalOcean) PT🎯 Increased from $47 to $68 Cantor upgrades to Overweight 📝 Analyst sees organic ARR growth early C27 targets pull-in and GPU-led PaaS traction driving re-rating upside"  
[X Link](https://x.com/big_Drew19/status/2021222047322403017)  2026-02-10T13:57Z [---] followers, [---] engagements


"$LLY (Eli Lilly) PT🎯 Increased to $1300 BMO Capital reiterates Outperform 📝 Analyst sees continued sales momentum into [----] backed by incretin leadership and rising Kisunla adoption"  
[X Link](https://x.com/big_Drew19/status/2021225103556497895)  2026-02-10T14:09Z [---] followers, [--] engagements


"$ZM (Zoom Video) PT🎯 to $15 Wolfe upgrades to Outperform 📝Analyst sees re-acceleration in growth led by Contact Center Zoom Phone and Voice Al with capital allocation as a new upside lever"  
[X Link](https://x.com/big_Drew19/status/2021225166047461689)  2026-02-10T14:10Z [---] followers, [--] engagements


"$HIMS (Hims & Hers) PT🎯 to $30 TD Cowen reiterates Hold 📝 Analyst flags risks to GLP-1 revenue without pill launch; sees promotional pricing as key to customer acquisition but notes margin & legal concerns"  
[X Link](https://x.com/big_Drew19/status/2021225273455251963)  2026-02-10T14:10Z [---] followers, [---] engagements


"JP Morgans top picks for software $msft $now $panw $crwd $zs $okta $snow $ddog"  
[X Link](https://x.com/big_Drew19/status/2021553726256037995)  2026-02-11T11:55Z [---] followers, [---] engagements


"Here are all the public companies that hold Bitcoin in their balance sheets $btc $mstr $ibit"  
[X Link](https://x.com/big_Drew19/status/2021553954702909468)  2026-02-11T11:56Z [---] followers, [--] engagements


"@epictrades1 That revenue guidance is insane Why stock is up 15%. Most ppl havent heard of another company like it. Modine $mod. I got in at $84 last year. Now at [---]. They do data center cooling as well crushed earnings this Q. A sign vertiv was going to do well"  
[X Link](https://x.com/big_Drew19/status/2021555093095792971)  2026-02-11T12:01Z [---] followers, [--] engagements


"$FTNT (Fortinet) PT🎯 Increased to $95 BMO Capital maintains Market Perform 📝 Analyst sees upside in billings & SASE traction but stays cautious on services revenue growth"  
[X Link](https://x.com/big_Drew19/status/2021563249364455901)  2026-02-11T12:33Z [---] followers, [--] engagements


"$RBLX (Roblox) PT🎯 Increased to $84 Roth/MKM upgrades to Buy 📝 Analyst sees 20% bookings CAGR improved [----] guidance and highlights a sustainable virtuous circle driving long-term engagement and growth"  
[X Link](https://x.com/big_Drew19/status/2021563285997556220)  2026-02-11T12:33Z [---] followers, [--] engagements


"$CAN (Canaan) PT🎯 is ✂ to $2.5 Rosenblatt reiterates Buy 📝 Analyst trims revenue outlook on weaker BTO pricing but maintains confidence in Canaan's ASIC efficiency strategy"  
[X Link](https://x.com/big_Drew19/status/2021563304586743824)  2026-02-11T12:33Z [---] followers, [---] engagements


"$HCA (HCA Healthcare) PT🎯 Increased to $541 Bernstein maintains Market Perform 📝 Analyst cites margin efficiency buyback strength but stays cautious on valuation as comp ratio stabilizes"  
[X Link](https://x.com/big_Drew19/status/2021563346504593871)  2026-02-11T12:33Z [---] followers, [--] engagements


"$CRDO (Credo Technology) PT🎯 to $220 Needham reiterates Buy 📝 Analyst points to strong upside revenue surprise 200% Y/Y growth outlook and sustained momentum in AEC products"  
[X Link](https://x.com/big_Drew19/status/2021570255915454567)  2026-02-11T13:01Z [---] followers, [---] engagements


"$RDDT (Reddit) PT🎯 to $300 Needham reiterates Buy 📝 Analyst calls RDDT top pick for [----] on human-created content moat 75% ad growth and LLM licensing upside"  
[X Link](https://x.com/big_Drew19/status/2021571681416843685)  2026-02-11T13:07Z [---] followers, [--] engagements


"$VSAT (ViaSat) PT🎯 Increased to $48 Deutsche Bank upgrades to Buy 📝 Analyst sees upcoming satellite launches and potential Defense unit spin-off as catalysts; switches to SOTP-based valuation"  
[X Link](https://x.com/big_Drew19/status/2021571729131233498)  2026-02-11T13:07Z [---] followers, [--] engagements


"$crdo is being held down by $alab. Ridiculous. Same sector one company is better than the other"  
[X Link](https://x.com/big_Drew19/status/2021583854604070950)  2026-02-11T13:55Z [---] followers, [---] engagements


"Been at the shedd aquarium all day with the gf and fam Did sell my $220 $vrt calls for 4.6k profit right at open"  
[X Link](https://x.com/big_Drew19/status/2021666037717250077)  2026-02-11T19:21Z [---] followers, [--] engagements


"@jtsla4 But top is in micron bro said every big name person on here. Fucking dummies🙄"  
[X Link](https://x.com/big_Drew19/status/2021700029887467940)  2026-02-11T21:37Z [---] followers, [----] engagements


"@epictrades1 Thoughts on $mdb Feel like its one of the only software names you can buy bc its storage based. I may get some calls for earnings run up"  
[X Link](https://x.com/big_Drew19/status/2021763159988535387)  2026-02-12T01:47Z [---] followers, [---] engagements


"$HUM (Humana) PT🎯 is ✂ to $189 Evercore ISI maintains In Line 📝 Analyst flags MLR risk tied to strong individual MA enrollment growth questions achievability of [----] EPS guide"  
[X Link](https://x.com/big_Drew19/status/2021952388559778177)  2026-02-12T14:19Z [---] followers, [--] engagements


"$PANW (Palo Alto Networks) PT🎯 is ✂ to $200 BTIG reiterates Buy 📝 Analyst sees improving channel checks strong momentum across Prisma SASE XSIAM and confidence in beating FQ2'26 estimates despite software multiple compression"  
[X Link](https://x.com/big_Drew19/status/2021952437737890225)  2026-02-12T14:20Z [---] followers, [--] engagements


"$META PT🎯 to $900 Citizens reiterates Market Outperform 📝 Analyst points to Instagram engagement acceleration with double-digit time spent growth far outpacing MAU growth"  
[X Link](https://x.com/big_Drew19/status/2021952736636678233)  2026-02-12T14:21Z [---] followers, [--] engagements


"Picked up some $anet $150 calls 2/20 into close. God please hold"  
[X Link](https://x.com/big_Drew19/status/2022070906785526140)  2026-02-12T22:10Z [---] followers, [---] engagements


"$ALB (Albemarle) PT🎯 Increased to $216 Oppenheimer reiterates Outperform 📝Analyst sees strong execution balance sheet repair and durable EV + stationary storage demand supporting the next lithium cycle"  
[X Link](https://x.com/big_Drew19/status/2022299410806210712)  2026-02-13T13:18Z [---] followers, [--] engagements


"$SE (Sea Ltd) PT🎯 is ✂ to $173 Morgan Stanley maintains Overweight 📝 Analyst stays constructive on Al-driven E-commerce scale sees 20% EC GMV growth in [----] despite near-term estimate resets"  
[X Link](https://x.com/big_Drew19/status/2022299498102349865)  2026-02-13T13:19Z [---] followers, [---] engagements


"$VST (Vistra Energy) PT🎯 Increased to $203 Jefferies upgrades to Buy 📝 Analyst sees improved risk/reward after recent weakness; argues market is not pricing in data center upside despite nuclear contracts and Cogentrix deal"  
[X Link](https://x.com/big_Drew19/status/2022299607087100233)  2026-02-13T13:19Z [---] followers, [--] engagements


"$INTC (Intel) PT🎯 to $45 DA Davidson initiates with Neutral 📝 Analyst says Intel faces a "show me" reset warning current valuation reflects overly optimistic assumptions despite real business progress"  
[X Link](https://x.com/big_Drew19/status/2022301094907392258)  2026-02-13T13:25Z [---] followers, [--] engagements


"$HIMS (Hims & Hers) PT🎯 is ✂ to $30 Canaccord maintains Buy after $NVO lawsuits 📝Analyst flags legal overhang on compounded GLP-1 but says recent selloff has largely priced in risk"  
[X Link](https://x.com/big_Drew19/status/2022301221608919376)  2026-02-13T13:25Z [---] followers, [---] engagements


"$TSLA PT🎯 to $475 Benchmark reiterates Buy 📝 Analyst frames [----] as an investment year with accelerated spend across autonomy Al robotics and energy prioritizing long-term platform value over near-term earnings"  
[X Link](https://x.com/big_Drew19/status/2022378423717404954)  2026-02-13T18:32Z [---] followers, [--] engagements


"$PANW (Palo Alto Networks) PT🎯 is ✂ to $200 Stifel maintains Buy 📝 Analyst sees in-line to above-trend demand expects solid F2Q results with Chronosphere upside offsetting near-term noise from acquisitions"  
[X Link](https://x.com/big_Drew19/status/2022378483259785269)  2026-02-13T18:32Z [---] followers, [--] engagements


"$ALAB (Astera Labs) PT🎯 to $225 RBC Capital initiates at Outperform 📝 Analyst sees strong retimer growth highlights Scorpio switch ramps and calls premium valuation justified by 40% growth and 70%+ margins"  
[X Link](https://x.com/big_Drew19/status/2013609409973285190)  2026-01-20T13:47Z [---] followers, [--] engagements


"$GRMN (Garmin) PT🎯 Increased to $217 Barclays upgrades to Equal-weight 📝 Analyst sees valuation as undemanding with strength in wellness-driven wearables and notes diversification buffers consumer slowdown risks"  
[X Link](https://x.com/big_Drew19/status/2013616733781737594)  2026-01-20T14:16Z [---] followers, [--] engagements


"$PYPL (PayPal) PT🎯 is ✂ to $50 Morgan Stanley maintains Underweight 📝 Analyst cites checkout share losses slow merchant migration and buyback cuts as growth visibility dims into 2026"  
[X Link](https://x.com/big_Drew19/status/2017242428407759250)  2026-01-30T14:24Z [---] followers, [---] engagements


"@epictrades1 Crdo prob goes up a lot on alab earnings. They trade like twins So happy I ruined my cost average from [--] and bought [---] more shares of crdo at 97"  
[X Link](https://x.com/big_Drew19/status/2021038705528668297)  2026-02-10T01:49Z [---] followers, [---] engagements


"$ENPH (Enphase Energy) PT🎯 Increased to $44 Freedom Capital maintains Hold 📝 Analyst lifts target on raised Q1 [----] revenue guidance but stays cautious as current quarter seen as [----] trough"  
[X Link](https://x.com/big_Drew19/status/2021225135953281153)  2026-02-10T14:09Z [---] followers, [--] engagements


"$PYPL (PayPal) PT🎯 to $40 Jefferies reiterates Hold 📝 Analyst sees branded take-rate pressure from volume-based investments and mix shift partially offset by Braintree and Venmo improvements"  
[X Link](https://x.com/big_Drew19/status/2021570235006910668)  2026-02-11T13:01Z [---] followers, [--] engagements


"$RGTI (Rigetti Computing) TD Cowen downgrades to Hold from Buy 📝 Analyst flags near-term EPS normalization despite better-than-expected quarterly performance"  
[X Link](https://x.com/big_Drew19/status/2021952402891612395)  2026-02-12T14:19Z [---] followers, [--] engagements


"$NET (Cloudflare) PT🎯 Increased to $260 Baird upgrades to Outperform 📝 Analyst points to compounding growth vectors Agentic-Al-driven monetization and improving risk/reward as fundamentals accelerate"  
[X Link](https://x.com/big_Drew19/status/2021952568369484139)  2026-02-12T14:20Z [---] followers, [--] engagements


"$CRDO (Credo Technology) PT🎯 to $220 Needham reiterates Buy 📝 Analyst points to strong upside revenue surprise 200% Y/Y growth outlook and sustained momentum in AEC products"  
[X Link](https://x.com/big_Drew19/status/2021952642147397945)  2026-02-12T14:20Z [---] followers, [--] engagements


"$MU (Micron) PT🎯 Increased from $300 to $500 Deutsche Bank reiterates Buy 📝 Analyst points to unprecedented memory tightness HBM-driven growth and strong CY26E EPS leverage as pricing power improves"  
[X Link](https://x.com/big_Drew19/status/2021952688737730960)  2026-02-12T14:21Z [---] followers, [--] engagements


"$GLXY (Galaxy Digital) PT🎯 to $60 Citizens reiterates Market Outperform 📝 Analyst highlights HPC data center scale at Helios and sees potential for the Al infrastructure business alone to exceed $100/ share in equity value"  
[X Link](https://x.com/big_Drew19/status/2021962951608140095)  2026-02-12T15:01Z [---] followers, [----] engagements


"Im sorry but as a long term investor I am buying tech. Go ahead and buy your damn oil and coke stocks. I will be happy in a year with all the shares Ive bought. Names Ive bought on this dip and the last dip. $meta $crdo $amzn $hood $pltr $msft $orcl $tem $oklo $glw $iren"  
[X Link](https://x.com/big_Drew19/status/2022057564486480086)  2026-02-12T21:17Z [---] followers, [---] engagements


"If CPI is hot. [---] day test on $qqq here we come prob gap down Tuesday at open as well. If CPI cool fill gaps from yesterday on $qqq Id prefer the latter"  
[X Link](https://x.com/big_Drew19/status/2022283252317241809)  2026-02-13T12:14Z [---] followers, [--] engagements


"@Volume_Stocks [---] day test would be nice at some point. Any drawdown larger wont happen. Unless somebody has an actual rationale reason like not a fictional one made up a real one for a huge correction which never happens without a HUGE catalyst lol"  
[X Link](https://x.com/big_Drew19/status/2022291449547518443)  2026-02-13T12:47Z [---] followers, [--] engagements


"The crypto fear and greed index got down to its 2nd lowest level this past weekend $btc $eth $mstr $bmnr $coin $hood"  
[X Link](https://x.com/big_Drew19/status/2022292840936546368)  2026-02-13T12:52Z [---] followers, [--] engagements


"🚨 Wall Street isn't ready to throw in the towel on OpenAl with some investors expecting the company to come out with a new model 📌 A basket of companies connected to OpenAl has tumbled while a basket of Alphabet-tied stocks is up $nvda $msft $orcl $crwv $amd $googl $avgo"  
[X Link](https://x.com/big_Drew19/status/2022294084627390587)  2026-02-13T12:57Z [---] followers, [--] engagements


"🚨 The Crowd Is Nervous About Tech Downside 📌 Nasdaq Put-call skew is not far from Liberation Day panic levels. $qqq $spx"  
[X Link](https://x.com/big_Drew19/status/2022296267762610424)  2026-02-13T13:06Z [---] followers, [--] engagements


"🚨 Hyperscaler cash capex estimated at $740bn+ in [----] and over $900bn in [----] 😲 $amzn $googl $meta $msft $orcl $crwv $nvda"  
[X Link](https://x.com/big_Drew19/status/2022298812677550315)  2026-02-13T13:16Z [---] followers, [---] engagements


"The energy sector $XLE is on track for [--] straight weeks of outperformance vs $SPX Its almost around a 25% performance difference between the two. INSANE"  
[X Link](https://x.com/big_Drew19/status/2022299114642276841)  2026-02-13T13:17Z [---] followers, [--] engagements


"$APP (AppLovin) PT🎯 to $775 Benchmark reiterates Buy 📝 Analyst impressed by record 84% AEBITDA margin Rule-of-40 score of [---] and exceptional cash conversion following a strong 4Q25 beat"  
[X Link](https://x.com/big_Drew19/status/2022299386504503358)  2026-02-13T13:18Z [---] followers, [---] engagements


"$MELI (MercadoLibre) PT🎯 Increased to $2800 JPMorgan upgrades to Overweight 📝 Analyst cites improving competitive dynamics reduced earnings downside risk and confidence in Brazil growth 30% into 4Q25"  
[X Link](https://x.com/big_Drew19/status/2022299435225526644)  2026-02-13T13:18Z [---] followers, [--] engagements


"$CRWV (CoreWeave) PT🎯 to $180 Citizens reiterates Market Outperform 📝 Analyst highlights GPUaaS leadership $56B+ revenue backlog and strong Al infrastructure demand driven by GenAl adoption and hyperscaler outsourcing"  
[X Link](https://x.com/big_Drew19/status/2022299459758014873)  2026-02-13T13:18Z [---] followers, [--] engagements


"$TSLA PT🎯 to $550 Tigress Financial resumes coverage with Buy 📝 Analyst sees a physical AI flywheel driven by FSD robotaxis and Optimus unlocking a multi-year growth runway"  
[X Link](https://x.com/big_Drew19/status/2022299521225470150)  2026-02-13T13:19Z [---] followers, [--] engagements


"$COIN (Coinbase) PT🎯 to $350 H.C. Wainwright reiterates Buy 📝 Analyst sees limited downside risk despite weak 4Q results with a major regulatory catalyst (CLARITY Act) likely in coming months"  
[X Link](https://x.com/big_Drew19/status/2022299540389319167)  2026-02-13T13:19Z [---] followers, [--] engagements


"$MRNA (Moderna) PT🎯 is ✂ to $24 BofA reiterates Underperform 📝 Analyst flags FDA RTF setback for flu vaccine and sees an unclear path forward with breakeven now pushed further out"  
[X Link](https://x.com/big_Drew19/status/2022299649906811083)  2026-02-13T13:19Z [---] followers, [--] engagements


"@The_RockTrading [---] day and gap down Tuesday or bounce. I do hope a lot of shorts in tech get screwed soon"  
[X Link](https://x.com/big_Drew19/status/2022300681168687306)  2026-02-13T13:23Z [---] followers, [---] engagements


"@Breadddman In [--] min it will either be a shitty day plus knowing a gap down Tuesday is imminent or a happier weekend brotha"  
[X Link](https://x.com/big_Drew19/status/2022300871028081138)  2026-02-13T13:24Z [---] followers, [--] engagements


"$HOOD (Robinhood) PT🎯 is ✂ to $120 Truist maintains Buy 📝 Analyst sees near-term growth softness and crypto-driven volatility but remains confident in long-term market share gains via product and tech strength"  
[X Link](https://x.com/big_Drew19/status/2022301159646523722)  2026-02-13T13:25Z [---] followers, [--] engagements


"$VRTX (Vertex) PT🎯 to $540 Oppenheimer upgrades to Outperform 📝 Analyst turns constructive on povetacicept and inaxaplin sees a potential blockbuster renal franchise driving diversification into 2026"  
[X Link](https://x.com/big_Drew19/status/2022301193045729436)  2026-02-13T13:25Z [---] followers, [--] engagements


"$OSCR (Oscar Health) PT🎯 is ✂ from $25 to $23 Piper Sandler Maintains Overweight Rating"  
[X Link](https://x.com/big_Drew19/status/2022301272750084414)  2026-02-13T13:26Z [---] followers, [--] engagements


"$FISV (Fiserv) PT🎯 is ✂ to $64 Morgan Stanley maintains Equalweight 📝 Analyst calls FISV a "show-me story" citing lower EPS multiple reset and the need for execution proof before turning constructive"  
[X Link](https://x.com/big_Drew19/status/2022301301170684305)  2026-02-13T13:26Z [---] followers, [--] engagements


"$LEU (Centrus Energy) William Blair reiterates Outperform despite mixed quarter and flat [----] guide 📝 Analyst looks past near-term earnings lumpiness staying focused on long-term uranium enrichment transformation"  
[X Link](https://x.com/big_Drew19/status/2022301347379323166)  2026-02-13T13:26Z [---] followers, [---] engagements


"$RIVN (Rivian) PT🎯 Increased to $16 UBS upgrades to Neutral 📝 Analyst sees more balanced risk/reward after valuation reset; [----] guidance offers upside potential but execution risk remains"  
[X Link](https://x.com/big_Drew19/status/2022305686588125302)  2026-02-13T13:43Z [---] followers, [--] engagements


"$XYZ (Block) PT🎯 to $72 Morgan Stanley reiterates Equalweight 📝 Analyst trims Square Seller GPV outlook flags gross profit pressure from processor transition but keeps Cash App growth intact"  
[X Link](https://x.com/big_Drew19/status/2022305722923429990)  2026-02-13T13:43Z [---] followers, [--] engagements


"$AMD PT🎯 to $220 DA Davidson initiates at Neutral 📝 Analyst views AMD as a catch-up Al accelerator player citing systems-integration gaps and weaker real-world FLOPs utilization vs peers"  
[X Link](https://x.com/big_Drew19/status/2022305755274137826)  2026-02-13T13:43Z [---] followers, [--] engagements


"$GOOGL PT🎯 Increased from $345 to $348 UBS Maintains Neutral Rating"  
[X Link](https://x.com/big_Drew19/status/2022305770583257307)  2026-02-13T13:44Z [---] followers, [--] engagements


"$VKTX (Viking Therapeutics) PT🎯 to $110 Laidlaw reiterates Buy 📝 Analyst sees clearer development pathways for VK2735 with oral Phase Ill entry in 2H26 and expanded optionality in obesity treatment"  
[X Link](https://x.com/big_Drew19/status/2022305786710409421)  2026-02-13T13:44Z [---] followers, [---] engagements


"$UPST (Upstart) PT🎯 to $20 Citizens downgrades to Market Underperform 📝 Analyst flags valuation mismatch vs peers despite recent pullback and sees risks to outlook not fully priced in"  
[X Link](https://x.com/big_Drew19/status/2022345335046394153)  2026-02-13T16:21Z [---] followers, [---] engagements


"$UPST (Upstart) PT🎯 to $35 Goldman Sachs upgrades to Neutral 📝 Analyst sees more balanced risk-reward after stock underperformance and says prior concerns on margin and take-rate compression are now better reflected"  
[X Link](https://x.com/big_Drew19/status/2022378341521674588)  2026-02-13T18:32Z [---] followers, [---] engagements


"$CAN (Canaan) PT🎯 is ✂ to $1.5 H.C. Wainwright reiterates Buy 📝 Analyst flags sharp [----] slowdown risk despite a blowout 4Q25 cites hashprice pressure competitive threats and guidance shock"  
[X Link](https://x.com/big_Drew19/status/2022378395330343326)  2026-02-13T18:32Z [---] followers, [---] engagements


"$NVDA PT🎯 to $235 UBS reiterates Buy 📝 Analyst points to strong Taiwan ADP export data signaling potential upside to NVDA's data center print"  
[X Link](https://x.com/big_Drew19/status/2022378451622056105)  2026-02-13T18:32Z [---] followers, [--] engagements


"$VRT (Vertiv) PT🎯 to $217 UBS reiterates Buy 📝 Analyst sees order momentum accelerating flags easy expectation setup into earnings and sees room for multiple expansion despite shares at all-time highs"  
[X Link](https://x.com/big_Drew19/status/2022378526071030017)  2026-02-13T18:33Z [---] followers, [--] engagements

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