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

- X Week XXXXX -XX%
- X Month XXXXXX -XX%
- X Months XXXXXXX +620%
- X Year XXXXXXX +2,407%

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

- X Week XX -XX%
- X Month XXX -XX%
- X Months XXXXX +1,525%
- X Year XXXXX +5,036%

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

- X Week XXX +0.87%
- X Month XXX -XXXX%
- X Months XXX +34%
- X Year XXX +207%

### CreatorRank: XXXXXXXXX [#](/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)  XXXXX% [technology brands](/list/technology-brands)  XX% [finance](/list/finance)  XX% [cryptocurrencies](/list/cryptocurrencies)  XXXX% [countries](/list/countries)  XXXX% [fashion brands](/list/fashion-brands)  X% [automotive brands](/list/automotive-brands)  X% [currencies](/list/currencies)  XXXX% [products](/list/products)  XXXX% [ncaa football](/list/ncaa-football)  XXXX%

**Social topic influence**
[strong](/topic/strong) 7.33%, [$nvda](/topic/$nvda) #2547, [$orcl](/topic/$orcl) #157, [longterm](/topic/longterm) #713, [$adbe](/topic/$adbe) #96, [target](/topic/target) 3.33%, [$avgo](/topic/$avgo) #249, [$spy](/topic/$spy) #607, [$qqq](/topic/$qqq) #324, [morgan stanley](/topic/morgan-stanley) #138

**Top accounts mentioned or mentioned by**
[@stockmktnewz](/creator/undefined) [@spg9814](/creator/undefined) [@rtraustin](/creator/undefined) [@chicagobears](/creator/undefined) [@wisemancap](/creator/undefined) [@therealcruzox](/creator/undefined) [@therocktrading](/creator/undefined) [@mrderivatives](/creator/undefined) [@zacmarkovich](/creator/undefined) [@jtsla4](/creator/undefined) [@jamestrvdes](/creator/undefined) [@incite_corp](/creator/undefined)

**Top assets mentioned**
[NVIDIA Corp. (NVDA)](/topic/$nvda) [Oracle Corporation (ORCL)](/topic/$orcl) [Adobe, Inc. (ADBE)](/topic/$adbe) [Broadcom, Inc. (AVGO)](/topic/$avgo) [SPDR S&P XXX ETF Trust (SPY)](/topic/$spy) [Morgan Stanley (MS)](/topic/morgan-stanley) [Advanced Micro Devices (AMD)](/topic/$amd) [DIA (DIA)](/topic/$dia) [Synopsys, Inc. (SNPS)](/topic/$snps) [Strategy (MSTR)](/topic/$mstr) [Bitcoin (BTC)](/topic/$btc) [SPX6900 (SPX)](/topic/$spx) [Micron Technology, Inc. (MU)](/topic/$mu) [RH (RH)](/topic/$rh) [Credo Technology Group Holding Ltd Ordinary Shares (CRDO)](/topic/$crdo) [Coherent Inc (COHR)](/topic/$cohr) [Sarepta Therapeutics, Inc. (SRPT)](/topic/$srpt) [Rivian Automotive, Inc. (RIVN)](/topic/$rivn) [AeroVironment, Inc. (AVAV)](/topic/$avav) [Oklo Inc. (OKLO)](/topic/$oklo) [Microsoft Corp. (MSFT)](/topic/$msft) [Amgen, Inc. (AMGN)](/topic/$amgn) [CoreWeave, Inc. (CRWV)](/topic/$crwv) [HSBC Holdings PLC (HSBC)](/topic/$hsbc) [Viking Holdings Ltd (VIK)](/topic/$vik) [Home Depot, Inc. (HD)](/topic/$hd) [Prologis Inc (PLD)](/topic/$pld) [American Tower Corp (AMT)](/topic/$amt) [Equinix Inc (EQIX)](/topic/$eqix) [WELL3 (WELL)](/topic/$well) [Digital Realty Trust Inc (DLR)](/topic/$dlr) [Gapcoin (GAP-1)](/topic/$gap) [Kratos Defense & Security Solutions, Inc. (KTOS)](/topic/$ktos) [monday.com Ltd. Ordinary Shares (MNDY)](/topic/$mndy) [CAVA Group, Inc. (CAVA)](/topic/$cava) [Fiserv, Inc. (FI)](/topic/$fi) [CLEANSPARK INC (CLSK)](/topic/$clsk) [Dutch Bros Inc. (BROS)](/topic/$bros) [Lumentum Holdings Inc. Common Stock (LITE)](/topic/$lite) [Apple, Inc. (AAPL)](/topic/$aapl) [Zscaler Inc (ZS)](/topic/$zs) [Arista Networks Inc (ANET)](/topic/$anet) [Academy Sports and Outdoors, Inc. (ASO)](/topic/$aso) [GameStop, Corp. (GME)](/topic/$gme) [Casey's General Stores, Inc. (CASY)](/topic/$casy) [Ciena Corporation (CIEN)](/topic/$cien) [Costco Hot Dog (COST)](/topic/$cost) [Lululemon Athletica Inc (LULU)](/topic/$lulu) [Chewy, Inc. (CHWY)](/topic/$chwy) [Sandisk Corporation Common Stock (SNDK)](/topic/$sndk) [Tesla, Inc. (TSLA)](/topic/$tsla) [Victoria's Secret & Co. (VSCO)](/topic/$vsco) [Vertiv Holdings Co (VRT)](/topic/$vrt) [Valero Energy Corporation (VLO)](/topic/$vlo) [Alien Base (ALB)](/topic/$alb) [Five Below, Inc. (FIVE)](/topic/$five) [Lennar Corporation (LEN)](/topic/$len) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Astera Labs, Inc. Common Stock (ALAB)](/topic/$alab) [Metadium (META)](/topic/$meta)
### Top Social Posts
Top posts by engagements in the last XX hours

"$VIK (Viking Holdings) PT🎯 to $XX UBS reiterates Buy 📝 Analyst lifts valuation multiple post-strong Q3 citing luxury consumer resilience and upgraded 2027 PE framework"  
[X Link](https://x.com/big_Drew19/status/1997881902041124906)  2025-12-08T04:12Z XXX followers, XX engagements


"BREAKING 🚨 Mortgage rates just fell for the 4th straight week. The 30-yr fixed dropped to XXXX% lowest since Sept'24. Mortgage applications rose X% WoW refi volume up XXX% YoY as more borrowers lock in lower rates. Purchase apps up XX% $WELL $RH $HD $O $PLD $AMT $EQIX $DLR"  
[X Link](https://x.com/big_Drew19/status/1983499881747509698)  2025-10-29T11:43Z XXX followers, XXX engagements


"$GAP PT🎯 Increased to $XX Evercore ISI reiterates Outperform 📝 Analyst sees pivot to offense after solid Q3 beat with conservative Q4 guide setting up potential upside"  
[X Link](https://x.com/big_Drew19/status/1992935500412551232)  2025-11-24T12:37Z XXX followers, XX engagements


"$KTOS (Kratos Defense) PT🎯 to $XXX B. Riley upgrades to Buy 📝 Analyst sees XX% upside and improving risk-reward for KTOS after pullback highlighting affordable IP-driven defense tech positioning"  
[X Link](https://x.com/big_Drew19/status/1995566042182307959)  2025-12-01T18:49Z XXX followers, XX engagements


"$U (Unity Software) PT🎯 Increased to $XX Wedbush reiterates Outperform adds to Best Ideas List 📝 Analyst sees shares as undervalued with growth set to exceed estimates on strong positioning and product enhancements"  
[X Link](https://x.com/big_Drew19/status/1995844314073891302)  2025-12-02T13:15Z XXX followers, XX engagements


"$CRDO (Credo) PT🎯 Increased to $XXX BofA reiterates Buy 📝 Analyst lifts target on stronger EPS power and hyperscaler AEC ramp positioning CRDO as a top Al-levered SMidcap pick"  
[X Link](https://x.com/big_Drew19/status/1995846123991486860)  2025-12-02T13:22Z XXX followers, XX engagements


"$ORCL (Oracle) PT🎯 to $XXX Wells Fargo initiates at Overweight 📝 Analyst sees Oracle gaining major Al infra share with $300B+ OpenAl deal and rising cloud momentum driving long-term upside"  
[X Link](https://x.com/big_Drew19/status/1996262172125442559)  2025-12-03T16:56Z XXX followers, XX engagements


"$SNPS (Synopsys) PT🎯 is ✂ to $XXX KeyBanc reiterates Overweight 📝 Analyst expects strong F4Q beat but notes FY26 EPS guide may come in light; PT cut reflects $NVDA NVIDIA-related dilution"  
[X Link](https://x.com/big_Drew19/status/1996559490913820934)  2025-12-04T12:37Z XXX followers, XX engagements


"$MNDY PT🎯 to $XXX Guggenheim initiates Buy 📝 Analyst sees XX% upside as seat growth stabilizes Al ramps and valuation bakes in an unrealistic worst-case"  
[X Link](https://x.com/big_Drew19/status/1996560909586887049)  2025-12-04T12:43Z XXX followers, XX engagements


"$CAVA (CAVA Group) PT🎯 to $XX Truist initiates Buy 📝 Analyst sees strong brand momentum store-level returns and digital growth supporting premium valuation"  
[X Link](https://x.com/big_Drew19/status/1996561244195586489)  2025-12-04T12:44Z XXX followers, XX engagements


"$FI (Fiserv) PT🎯 to $XX JPMorgan downgrades to Neutral 📝 Analyst sees near-term headwinds as turnaround efforts weigh on growth margins and visibility"  
[X Link](https://x.com/big_Drew19/status/1996562720347550195)  2025-12-04T12:50Z XXX followers, XX engagements


"$CLSK (CleanSpark) PT🎯 to $XX Cantor Fitzgerald reiterates Overweight 📝 Analyst highlights expanding power footprint and Al/HPC pivot as strategic tailwinds with raised 2026 estimates"  
[X Link](https://x.com/big_Drew19/status/1996563657984217159)  2025-12-04T12:54Z XXX followers, XX engagements


"$BROS (Dutch Bros) PT🎯 Increased to $XX Mizuho reiterates Outperform 📝 Analyst sees top-line momentum accelerating on strong new unit volumes merchandise buzz and comp drivers beyond food"  
[X Link](https://x.com/big_Drew19/status/1996563867057397776)  2025-12-04T12:54Z XXX followers, XX engagements


"$lite and $cohr right now"  
[X Link](https://x.com/big_Drew19/status/1997887045155352633)  2025-12-08T04:32Z XXX followers, XXX engagements


"$SRPT (Sarepta Therapeutics) PT🎯 to $XX Mizuho reiterates Outperform 📝 Analyst downplays label update concerns sees no meaningful impact to Elevidys adoption despite heart-safety language"  
[X Link](https://x.com/big_Drew19/status/1992825331330556342)  2025-11-24T05:19Z XXX followers, XXX engagements


"$SRPT (Sarepta Therapeutics) PT🎯Increased to $XX Bernstein reiterates Market Perform 📝 Analyst nudges target higher on stronger Elevidys outlook but remains cautious into 2026 DM1/FSHD data readouts"  
[X Link](https://x.com/big_Drew19/status/1993662748803436992)  2025-11-26T12:46Z XXX followers, XXX engagements


"$AAPL PT🎯 to $XXX JPMorgan reiterates Overweight 📝 Analyst highlights stronger y/y iPhone XX demand as supply trails and lead times extend during Black Friday week"  
[X Link](https://x.com/big_Drew19/status/1995562367959323062)  2025-12-01T18:35Z XXX followers, XX engagements


"$ZS (Zscaler) PT🎯 to $XXX Bernstein downgrades to Market Perform 📝 Analyst cites fading premium narrative and rising competitive pressure despite solid fundamentals and fair valuation"  
[X Link](https://x.com/big_Drew19/status/1995566421494157366)  2025-12-01T18:51Z XXX followers, XXX engagements


"$PD (PagerDuty) PT🎯 to $XX BofA Securities resumes at Underperform 📝 Analyst sees limited catalysts amid growth headwinds pricing shifts and CFO transition; valuation no longer supported by M&A optionality"  
[X Link](https://x.com/big_Drew19/status/1995843909298389425)  2025-12-02T13:14Z XXX followers, XX engagements


"$ANET (Arista Networks) PT🎯 to $XXX UBS reiterates Buy 📝 Analyst highlights strong FY26 growth visibility and supply-side preparedness amid market tightness"  
[X Link](https://x.com/big_Drew19/status/1996559985678147727)  2025-12-04T12:39Z XXX followers, XX engagements


"$RIVN (Rivian) PT🎯 to $XX RBC Capital reiterates Sector Perform 📝 Analyst notes autonomy shift as positive but sees scalable R2/R3 execution as the critical test for investors"  
[X Link](https://x.com/big_Drew19/status/1996562995158073530)  2025-12-04T12:51Z XXX followers, XXX engagements


"Earnings and Economic events this week Tues: JOLTS + $ASO $GME $AVAV $CASY Wed: CP + FOMC + $CHWY $ORCL $ADBE $SNPSP Thu: Jobless Claims + PP + $CIEN $AVGO $COST $LULU $RH"  
[X Link](https://x.com/big_Drew19/status/1997740490436006251)  2025-12-07T18:50Z XXX followers, XXX engagements


"Bears really needed points on that drive. catch the ball & penalties #BearDown #bears"  
[X Link](https://x.com/big_Drew19/status/1997785613227954252)  2025-12-07T21:49Z XXX followers, XXX engagements


"$OKLO PT🎯 to $XXX Needham initiates Buy 📝 Analyst sees strong positioning in advanced nuclear with key regulatory and liquidity advantages driving multi-site potential"  
[X Link](https://x.com/big_Drew19/status/1998022573783962090)  2025-12-08T13:31Z XXX followers, XX engagements


"$MSFT PT🎯 to $XXX Barclays reiterates Overweight 📝 Analyst highlights MSFT's Al-driven pricing power as it announces M365 Commercial price hikes effective July 2026"  
[X Link](https://x.com/big_Drew19/status/1998027472810676363)  2025-12-08T13:50Z XXX followers, XX engagements


"$OKLO PT🎯 to $XXX Seaport Global upgrades to Buy 📝 Analyst highlights 3Q25 call insights and Pu-239 fuel strategy as drivers behind long-term EBITDA-based valuation"  
[X Link](https://x.com/big_Drew19/status/1998031701487092102)  2025-12-08T14:07Z XXX followers, XX engagements


"$SNDK (SanDisk) PT🎯 to $XXX JPMorgan initiates at Neutral 📝 Analyst sees balanced risk-reward as eSSD upcycle peaks and long-term multiple expansion faces supply and demand headwinds"  
[X Link](https://x.com/big_Drew19/status/1998034291117416874)  2025-12-08T14:17Z XXX followers, XX engagements


"$TSLA PT🎯 Increased to $XXX Morgan Stanley downgrades to Equalweight 📝 Analyst sees valuation near fair with catalysts priced in and choppy trading ahead despite long-term leadership in EVs and Al"  
[X Link](https://x.com/big_Drew19/status/1998034793016279420)  2025-12-08T14:19Z XXX followers, XX engagements


"$ADBE (Adobe) PT🎯 to $XXX TD Cowen reiterates Hold 📝 Analyst sees modest Q4 beat potential and valuation support but flags Al competition and slowing growth into 2026"  
[X Link](https://x.com/big_Drew19/status/1998035588331737255)  2025-12-08T14:23Z XXX followers, XX engagements


"$VSCO (Victoria's Secret) PT🎯 Increased to $XX UBS reiterates Buy 📝 Analyst sees turnaround gaining traction with margin recovery operating leverage and capital returns driving EPS growth"  
[X Link](https://x.com/big_Drew19/status/1998047613497884771)  2025-12-08T15:10Z XXX followers, XX engagements


"Lmfaooo got em $nvda $amd"  
[X Link](https://x.com/big_Drew19/status/1998096996662698286)  2025-12-08T18:27Z XXX followers, XX engagements


"Lmaooo I was right $nvda $amd $intl $avgo $spy $qqq"  
[X Link](https://x.com/big_Drew19/status/1998146162541691360)  2025-12-08T21:42Z XXX followers, XXX engagements


"$LC (LendingClub) PT🎯 Increased to $XX JPMorgan reiterates Overweight 📝 Analyst names LC Top Pick despite macro uncertainty expecting relative strength through soft-landing scenario"  
[X Link](https://x.com/big_Drew19/status/1997881469176623506)  2025-12-08T04:10Z XXX followers, XX engagements


"$MSTR (Strategy) PT🎯 is ✂ to $XXX Cantor Fitzgerald reiterates Overweight 📝 Analyst cuts valuation on lower capital market proceeds and mNAV assumptions but sees positive convexity to $BTC upside"  
[X Link](https://x.com/big_Drew19/status/1997884637339599212)  2025-12-08T04:23Z XXX followers, XX engagements


"$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 XXX followers, XX engagements


"@jtsla4 Could also throw $nvda into that mix as well Big tech catalysts this week. $orcl and $avgo. Chips neo clouds optics photonics can all run. They can also all tank if earnings are bad 😂"  
[X Link](https://x.com/big_Drew19/status/1997895839633793124)  2025-12-08T05:07Z XXX followers, XXX engagements


"$U (Unity Software) PT🎯 Increased to $XX Wells Fargo upgrades to Overweight 📝 Analyst sees 2026 tailwinds and monetization boost from Unity Commerce's direct payments entry"  
[X Link](https://x.com/big_Drew19/status/1998026744994173215)  2025-12-08T13:47Z XXX followers, XXX engagements


"$ALB (Albemarle) PT🎯 Increased to $XXX UBS upgrades to Buy 📝 Analyst sees lithium market swinging into deficit by 2026 driving upside for ALB and sharply higher EBITDA vs. consensus"  
[X Link](https://x.com/big_Drew19/status/1998027095063343493)  2025-12-08T13:49Z XXX followers, XX engagements


"$ADBE (Adobe) PT🎯 is ✂ to $XXX Barclays reiterates Overweight 📝 Analyst trims target ahead of FY26 guide but highlights ARR momentum and Semrush boost potential in 2026"  
[X Link](https://x.com/big_Drew19/status/1998027637319737648)  2025-12-08T13:51Z XXX followers, XX engagements


"$SNPS (Synopsys) PT🎯 is ✂ to $XXX BofA upgrades to Neutral 📝 Analyst sees balanced risk-reward ahead of FY26 EPS call with China/IP softness and Ansys costs offset by NVDA stake and valuation gap"  
[X Link](https://x.com/big_Drew19/status/1998032893688553533)  2025-12-08T14:12Z XXX followers, XX engagements


"$FIVE (Five Below) PT🎯 Increased to $XXX Truist upgrades to Buy 📝 Analyst sees Q3 as inflection point with broad-based comps and upside potential driven by traffic ticket gains and margin levers"  
[X Link](https://x.com/big_Drew19/status/1998034011172766192)  2025-12-08T14:16Z XXX followers, XX engagements


"$AVAV (Aero Vironment) PT🎯 is ✂ to $XXX RBC Capital reiterates Outperform 📝 Analyst sees 2Q26 results as a potential catalyst despite trimmed target and warns consensus may be ahead of guidance"  
[X Link](https://x.com/big_Drew19/status/1998034144480403633)  2025-12-08T14:17Z XXX followers, XX engagements


"$LEN (Lennar) PT🎯 Increased to $XX Barclays downgrades to Underweight 📝 Analyst sees downside risk to margins and returns due to rigid production model and elevated incentives"  
[X Link](https://x.com/big_Drew19/status/1998035070268162421)  2025-12-08T14:20Z XXX followers, XX engagements


"Sitting on my hands until Powell. Choppy markets expected. Still may get $orcl deep OTM cheap calls and $adbe call"  
[X Link](https://x.com/big_Drew19/status/1998044189238714782)  2025-12-08T14:57Z XXX followers, XXX engagements


"Lesson for new traders that Ive learned. Betting on earnings is like gambling truly Why not play companies in similar sectors or partnerships Less risk good reward For example $orcl plays: $meta $msft $nvda $amd $crwv $nbis $avgo plays: $nvda $amd $crdo $alab $amzn"  
[X Link](https://x.com/big_Drew19/status/1998066379480567880)  2025-12-08T16:25Z XXX followers, XXX engagements


"JUST IN 🔊 $DPRO Draganfly Explores Strategic Defense & Security Collaboration with Babcock and Critical Infrastructure Technologies Across the Asia-Pacific Region"  
[X Link](https://x.com/big_Drew19/status/1998028249470050475)  2025-12-08T13:53Z XXX followers, XXX engagements


"$APP (AppLovin) PT🎯 to $XXX Piper Sandler reiterates Overweight 📝 Analyst upbeat after investor meeting citing solid execution healthy gaming trends and self-serve ad momentum"  
[X Link](https://x.com/big_Drew19/status/1998031854117826607)  2025-12-08T14:08Z XXX followers, XXX engagements


"$SNPS (Synopsys) PT🎯 to $XXX Rosenblatt upgrades to Buy 📝 Analyst sees recovery in IP and China segments margin strength and Ansys traction after XX% stock drop since Q3"  
[X Link](https://x.com/big_Drew19/status/1998392202372784152)  2025-12-09T14:00Z XXX followers, XX engagements


"$CRWV (CoreWeave) PT🎯 to $XXX Freedom Capital Markets initiates Buy 📝 Analyst sees recent selloff as overdone after guidance cut tied to a subcontractor delay not a demand issue despite rising Al-bubble fears"  
[X Link](https://x.com/big_Drew19/status/1997882189611216956)  2025-12-08T04:13Z XXX followers, XXX engagements


"$COHR (Coherent) PT🎯 Increased to $XXX Raymond James reiterates Strong Buy 📝 Analyst sees underappreciated Al exposure IP value and industrial bottoming as drivers for continued upside"  
[X Link](https://x.com/big_Drew19/status/1998026449371168938)  2025-12-08T13:46Z XXX followers, XX engagements


"$CRCL (Circle Internet) PT🎯 to $XXX Baird reiterates Outperform 📝 Analyst sees $10B+ USDC potential from Bybit partnership boosting long-term adoption trajectory"  
[X Link](https://x.com/big_Drew19/status/1998391903260152001)  2025-12-09T13:58Z XXX followers, XX engagements


"$NFLX (Netflix) PT🎯 to $XXX Needham reiterates Buy 📝 Analyst warns GenAl poses greater risk if NFLX acquires WBD citing cultural mismatch union constraints and $83B valuation at stake"  
[X Link](https://x.com/big_Drew19/status/1998393081637335081)  2025-12-09T14:03Z XXX followers, XX engagements


"$DECK (Deckers Outdoor) PT🎯 to $XXX Stifel upgrades to Buy 📝 Analyst sees attractive valuation strong brand momentum and upside from cash-rich balance sheet and FCF yield"  
[X Link](https://x.com/big_Drew19/status/1991124018506649713)  2025-11-19T12:38Z XXX followers, XX engagements


"$KVYO (Klaviyo) PT🎯 to $XX Cantor Fitzgerald reiterates Overweight 📝 Analyst points to upside in 2026 guide highlighting momentum in Service adoption and international expansion"  
[X Link](https://x.com/big_Drew19/status/1991149249153716296)  2025-11-19T14:19Z XXX followers, XXX engagements


"$AMGN (Amgen) PT🎯 Increased to $XXX BMO Capital reiterates Outperform 📝 Analyst lifts PoS for MariTide and sees 2025 trial data as a key upside driver amid improving macro backdrop"  
[X Link](https://x.com/big_Drew19/status/1996557834436407712)  2025-12-04T12:30Z XXX followers, XX engagements


"$AMAT (Applied Materials) PT🎯 Increased to $XXX TD Cowen reiterates Buy 📝 Analyst sees AMAT at the intersection of DRAM and Foundry upcycles calling it the top 2026 idea"  
[X Link](https://x.com/big_Drew19/status/1997880418532511832)  2025-12-08T04:06Z XXX followers, XX engagements


"$CVS (CVS Health) PT🎯 to $XX Bernstein SocGen reiterates Market Perform 📝 Analyst sees Aetna momentum improving but PBM headwinds continue to cloud near-term EPS growth"  
[X Link](https://x.com/big_Drew19/status/1997884460293906685)  2025-12-08T04:22Z XXX followers, XX engagements


"$AVGO PT🎯 to $XXX Mizuho reiterates Outperform 📝 Analyst bullish ahead of earnings as Al compute demand ramps with Broadcom seen as top beneficiary of custom chip growth"  
[X Link](https://x.com/big_Drew19/status/1998027339964576247)  2025-12-08T13:50Z XXX followers, XX engagements


"JUST IN🔊 $NVTS Navitas Cyient Semiconductors Enter into a Strategic Partnership to Accelerate GaN Adoption in India's Al Mobility Industrial and Energy Markets"  
[X Link](https://x.com/big_Drew19/status/1998028322849407238)  2025-12-08T13:54Z XXX followers, XX engagements


"$MP (MP Materials) PT🎯 Increased to $XX Morgan Stanley upgrades to Overweight 📝 Analyst sees enhanced strategic value amid DoD partnerships and clarity on PPA mechanics with bullish risk-reward skew"  
[X Link](https://x.com/big_Drew19/status/1998028609735610760)  2025-12-08T13:55Z XXX followers, XXX engagements


"$MMM (3M) PT🎯 is ✂ to $XXX Deutsche Bank downgrades to Hold 📝 Analyst cites strong rally and limited further upside as margin story is now well-reflected in estimates and valuation"  
[X Link](https://x.com/big_Drew19/status/1998030065804968179)  2025-12-08T14:01Z XXX followers, XX engagements


"$TSM (Taiwan Semi) PT🎯 Increases to $XXX Bernstein SocGen reiterates Outperform 📝 Analyst sees XX% revenue growth in 2026 driven by CoWoS ramp Al demand and pricing power across nodes"  
[X Link](https://x.com/big_Drew19/status/1998032004290630094)  2025-12-08T14:08Z XXX followers, XX engagements


"JUST IN 🔊 $MSTR - STRATEGY BUYS NEARLY $1B IN $BTC BITCOIN BOOSTING STOCK OUTLOOK Strategy the largest corporate Bitcoin holder bought 10624 tokens last week for $XXXXX million at an average price of $90615 raising its total holdings above $XXXX billion"  
[X Link](https://x.com/big_Drew19/status/1998034632655458498)  2025-12-08T14:19Z XXX followers, XX engagements


"$RIVN (Rivian) PT🎯 to $XX Morgan Stanley downgrades to Underweight 📝 Analyst sees growing headwinds for mass-market R2 launch in 2026 amid EV adoption slowdown and residual value pressure"  
[X Link](https://x.com/big_Drew19/status/1998034919063449842)  2025-12-08T14:20Z XXX followers, XXX engagements


"Funny thing is tech and $qqq have not run into rate cuts as much as $dia and $iwm tbh. They are almost if not at all time highs same with $spy and $spx Is this tech boom week"  
[X Link](https://x.com/big_Drew19/status/1998038638786126026)  2025-12-08T14:35Z XXX followers, XX engagements


"CITI EXPECTS MORE FED RATE CUTS Citi economists predict Wednesday's Fed rate cut may be followed by additional cuts in January and March. However delayed economic data could limit the Fed's guidance on future moves. $spy $qqq $dia $spx $iwm"  
[X Link](https://x.com/big_Drew19/status/1998071585446723979)  2025-12-08T16:46Z XXX followers, XX engagements


"Pretty low volume trading day today as to be expected before Powell On Wednesday $spy $qqq $dia $spx"  
[X Link](https://x.com/big_Drew19/status/1998102937160274233)  2025-12-08T18:50Z XXX followers, XX engagements


"A lot of FUD surrounding $mrvl today. all BS IMO. Read this $JPM JP Morgan analyst note today. $mrvl analyst day tomorrow. All questions will be answered again like the CEO just did last week on earnings call"  
[X Link](https://x.com/big_Drew19/status/1998201182632993040)  2025-12-09T01:21Z XXX followers, XX engagements


"$MSTR (Strategy) PT🎯 to $XXX Mizuho reiterates Outperform 📝 Analyst highlights strategic liquidity buildup 21-month dividend runway and no $BTC sales as MSTR fortifies capital position"  
[X Link](https://x.com/big_Drew19/status/1996558059041403087)  2025-12-04T12:31Z XXX followers, XX engagements


"$ORCL (Oracle) PT🎯 to $XXX RBC reiterates Sector Perform 📝 Analyst flags growing investor caution ahead of earnings; eyes RPO trends Al migration potential and financing clarity"  
[X Link](https://x.com/big_Drew19/status/1998029676204511479)  2025-12-08T13:59Z XXX followers, XX engagements


"$MA (MasterCard) PT🎯 Increased to $XXX HSBC upgrades to Buy 📝 Analyst sees stronger EPS and revenue growth vs. Visa driven by international exposure and faster-growing services"  
[X Link](https://x.com/big_Drew19/status/1998035288061608188)  2025-12-08T14:21Z XXX followers, XX engagements


"Factor volatility hitting multi year highs $vix $vvix $spy $qqq $dia $iwm"  
[X Link](https://x.com/big_Drew19/status/1998067469290770666)  2025-12-08T16:29Z XXX followers, XX engagements


"BREAKING 🚨 $NVDA - *US TO ALLOW NVIDIA H200 CHIP EXPORTS TO CHINA: SEMAFOR"  
[X Link](https://x.com/big_Drew19/status/1998093001869140463)  2025-12-08T18:11Z XXX followers, XX engagements


"$MU (Micron Technology) PT🎯 to $XXX HSBC initiates Buy 📝 Analyst sees underestimated upside from DRAM rally QLC-led NAND gains and strong Al-related memory tailwinds"  
[X Link](https://x.com/big_Drew19/status/1998393344284663960)  2025-12-09T14:04Z XXX followers, XX engagements


"$VRTX (Vertex) PT🎯 Increased to $XXX Morgan Stanley upgrades to Overweight 📝 Analyst turns bullish on kidney pipeline ahead of 2026 data seeing long-term growth beyond cystic fibrosis"  
[X Link](https://x.com/big_Drew19/status/1996558229199835608)  2025-12-04T12:32Z XXX followers, XX engagements


"$MU (Micron) PT🎯 Increased to $XXX Mizuho reiterates Outperform 📝 Analyst sees upside into FebQ from stronger DRAM/NAND pricing and GenAl demand; lifts PT on improved margin outlook"  
[X Link](https://x.com/big_Drew19/status/1996560752526737518)  2025-12-04T12:42Z XXX followers, XX engagements


"$MU (Micron) PT🎯 Increased to $XXX BofA reiterates Neutral 📝 Analyst sees Al server memory demand as structurally stronger lifting target on content growth and pricing stability"  
[X Link](https://x.com/big_Drew19/status/1998033522981044328)  2025-12-08T14:14Z XXX followers, XX engagements


"$ADBE (Adobe) PT🎯 is ✂ to $XXX Stifel reiterates Buy 📝 Analyst sees early success in Al strategy shift but notes unclear near-term catalysts ahead of F4Q results"  
[X Link](https://x.com/big_Drew19/status/1998394427904282705)  2025-12-09T14:08Z XXX followers, XX engagements