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# ![@jdmarkman Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::15984351.png) @jdmarkman Jon & Joe Markman 🛸

Jon & Joe Markman 🛸 posts on X about $eat, $amd, $orcl, china the most. They currently have XXXXXX followers and 1428 posts still getting attention that total XXXXX engagements in the last XX hours.

### Engagements: XXXXX [#](/creator/twitter::15984351/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::15984351/c:line/m:interactions.svg)

- X Week XXXXXX +11%
- X Month XXXXXXX -XX%
- X Months XXXXXXXXX -XX%
- X Year XXXXXXXXXX +676%

### Mentions: XX [#](/creator/twitter::15984351/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::15984351/c:line/m:posts_active.svg)

- X Week XX -XXXX%
- X Month XXX -XX%
- X Months XXXXX +49%
- X Year XXXXX +5.30%

### Followers: XXXXXX [#](/creator/twitter::15984351/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::15984351/c:line/m:followers.svg)

- X Week XXXXXX -XXXX%
- X Month XXXXXX -XXXX%
- X Months XXXXXX +6.30%
- X Year XXXXXX +48%

### CreatorRank: XXXXXXX [#](/creator/twitter::15984351/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::15984351/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::15984351/influence)
---

**Social category influence**
[stocks](/list/stocks)  XXXX% [technology brands](/list/technology-brands)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX% [finance](/list/finance)  XXXX% [countries](/list/countries)  XXXX% [social networks](/list/social-networks)  XXXX% [exchanges](/list/exchanges)  XXXX% [automotive brands](/list/automotive-brands)  XXXX% [fashion brands](/list/fashion-brands)  XXXX% [travel destinations](/list/travel-destinations)  XXXX%

**Social topic influence**
[$eat](/topic/$eat) #58, [$amd](/topic/$amd) #83, [$orcl](/topic/$orcl) #258, [china](/topic/china) 0.28%, [$axp](/topic/$axp) #84, [$rl](/topic/$rl) #16, [morgan stanley](/topic/morgan-stanley) #349, [citigroup](/topic/citigroup) 0.21%, [$barcl](/topic/$barcl) 0.14%, [$adm](/topic/$adm) #38

**Top accounts mentioned or mentioned by**
[@learnwjoe](/creator/undefined) [@grok](/creator/undefined) [@phillip09255792](/creator/undefined) [@hello_all](/creator/undefined) [@jefflanzillo](/creator/undefined) [@zerosum41](/creator/undefined) [@chknlvr8455](/creator/undefined) [@idanieltran](/creator/undefined) [@davidtaggart](/creator/undefined) [@boozallen](/creator/undefined) [@accenture](/creator/undefined) [@youtube](/creator/undefined) [@bpbp04965283](/creator/undefined) [@schaeffers](/creator/undefined) [@michaeldea39554](/creator/undefined) [@kappel_1](/creator/undefined) [@marketprophit](/creator/undefined) [@juniornsobya](/creator/undefined) [@heiner_schwarz](/creator/undefined) [@ava0101ava](/creator/undefined)

**Top assets mentioned**
[Brinker International, Inc. (EAT)](/topic/$eat) [Advanced Micro Devices (AMD)](/topic/$amd) [Oracle Corporation (ORCL)](/topic/$orcl) [American Express Company (AXP)](/topic/$axp) [Ralph Lauren Corp (RL)](/topic/$rl) [Morgan Stanley (MS)](/topic/morgan-stanley) [Citigroup Inc (C)](/topic/citigroup) [ADAMANT Messenger (ADM)](/topic/$adm) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Monolithic Power Systems, Inc. (MPWR)](/topic/$mpwr) [Crowdstrike Holdings Inc (CRWD)](/topic/$crwd) [Bitcoin (BTC)](/topic/$btc) [Norfolk Southern Corp. (NSC)](/topic/$nsc) [HSBC Holdings PLC (HSBC)](/topic/$hsbc) [Palo Alto Networks Inc (PANW)](/topic/$panw) [IREN Limited (IREN)](/topic/$iren) [Charles Schwab Corporation (SCHW)](/topic/$schw) [Reddit, Inc. (RDDT)](/topic/$rddt) [Arista Networks Inc (ANET)](/topic/$anet) [PepsiCo, Inc. (PEP)](/topic/$pep) [General Electric Company (GE)](/topic/$ge) [Goldman Sachs (GS)](/topic/goldman-sachs) [Apple, Inc. (AAPL)](/topic/$aapl) [Copart, Inc. (CPRT)](/topic/$cprt) [Leidos Holdings Inc (LDOS)](/topic/$ldos) [T-Mobile (TMUS)](/topic/$tmus) [Bank of America (BAC)](/topic/bank-of-america) [Atmos Energy Corporation (ATO)](/topic/$ato) [Sea Limited (SE)](/topic/$se) [PPG Industries, Inc. (PPG)](/topic/$ppg) [Las Vegas Sands Corp. (LVS)](/topic/$lvs) [TrueChain (TRUE)](/topic/$true) [Fidelity National Information Servcs Inc (FIS)](/topic/fidelity-national-information-services) [StaFi (FIS)](/topic/$fis) [Semtech Corp (SMTC)](/topic/$smtc) [Starbucks Corporation (SBUX)](/topic/$sbux) [Ionis Pharmaceuticals, Inc. Common Stock (IONS)](/topic/$ions) [BOK Financial Corp (BOKF)](/topic/$bokf) [Pentagon Games (PEN)](/topic/$pen) [Otis Worldwide Corp (OTIS)](/topic/$otis) [Critical Metals Corp. Ordinary Shares (CRML)](/topic/$crml) [OneMedNet Corp (ONMD)](/topic/$onmd) [Ciena Corporation (CIEN)](/topic/$cien) [Littelfuse Inc (LFUS)](/topic/$lfus) [KEYS (KEYS)](/topic/$keys) [Newmont Corporation (NEM)](/topic/$nem) [Phillips XX (PSX)](/topic/$psx) [Cadence Design Systems Inc (CDNS)](/topic/$cdns) [Netflix Inc (NFLX)](/topic/$nflx) [Elanco Animal Health Incorporated Common Stock (ELAN)](/topic/$elan) [Smurfit WestRock plc (SW)](/topic/$sw) [Alvey Chain (WALV)](/topic/$alv) [GE HealthCare Technologies Inc. Common Stock (GEHC)](/topic/$gehc) [QuidelOrtho Corporation Common Stock (QDEL)](/topic/$qdel) [SLM Corporation (SLM)](/topic/$slm) [Elcoin (EL)](/topic/$el)
### Top Social Posts [#](/creator/twitter::15984351/posts)
---
Top posts by engagements in the last XX hours

"$MS This is impressive"  
[X Link](https://x.com/jdmarkman/status/1978460085362794884) [@jdmarkman](/creator/x/jdmarkman) 2025-10-15T13:56Z 43.9K followers, XXX engagements


"$AXP Keep this on your radar"  
[X Link](https://x.com/jdmarkman/status/1975557548133785902) [@jdmarkman](/creator/x/jdmarkman) 2025-10-07T13:43Z 43.9K followers, 1109 engagements


"Upgrades/ Downgrades -- September XX Analyst Upgrades Repligen (RGEN) upgraded by Evercore ISI Group Brinker International (EAT) upgraded by Wells Fargo Sarepta Therapeutics (SRPT) upgraded by BMO Capital FactSet Research Systems (FDS) upgraded by UBS Xcel Energy (XEL) upgraded by BMO Capital Helmerich & Payne (HP) upgraded by Barclays Crown Castle (CCI) upgraded by Wolfe Research Coverage Initiations Millrose Properties (MRP) initiated coverage by Lucid Capital Markets Humana (HUM) initiated coverage by Evercore ISI Group Westinghouse Air Brake (WAB) initiated coverage by Citigroup Ryder"  
[X Link](https://x.com/jdmarkman/status/1970093854452776979) [@jdmarkman](/creator/x/jdmarkman) 2025-09-22T11:52Z 43.9K followers, XXX engagements


"$ADM is weird but the dip buying has been impressive"  
[X Link](https://x.com/jdmarkman/status/1978454792461492456) [@jdmarkman](/creator/x/jdmarkman) 2025-10-15T13:35Z 43.9K followers, XXX engagements


"Our members closed out a position in $TSM today for a whopping gain of 54%"  
[X Link](https://x.com/jdmarkman/status/1978932193448649157) [@jdmarkman](/creator/x/jdmarkman) 2025-10-16T21:12Z 43.9K followers, XXX engagements


"$RL is gearing up"  
[X Link](https://x.com/jdmarkman/status/1968681393187172700) [@jdmarkman](/creator/x/jdmarkman) 2025-09-18T14:19Z 43.9K followers, XXX engagements


"$GOOGL Picture me rolling. Google is the complete AI stack (chips software distribution)"  
[X Link](https://x.com/jdmarkman/status/1978821811484668117) [@jdmarkman](/creator/x/jdmarkman) 2025-10-16T13:54Z 43.9K followers, XXX engagements


"$MPWR is the best semiconductor stock that nobody knows ;)"  
[X Link](https://x.com/jdmarkman/status/1968679439526477944) [@jdmarkman](/creator/x/jdmarkman) 2025-09-18T14:12Z 43.9K followers, XXX engagements


"$CRWD should be a breakout. Let's see if buyers show up"  
[X Link](https://x.com/jdmarkman/status/1976282563179425814) [@jdmarkman](/creator/x/jdmarkman) 2025-10-09T13:44Z 43.9K followers, 1307 engagements


"$BTC bears still trying to turn back the breakout attempt on the weekly chart"  
[X Link](https://x.com/jdmarkman/status/1978092742476509286) [@jdmarkman](/creator/x/jdmarkman) 2025-10-14T13:37Z 43.9K followers, XXX engagements


"$NSC looks very good"  
[X Link](https://x.com/jdmarkman/status/1958895615456260550) [@jdmarkman](/creator/x/jdmarkman) 2025-08-22T14:14Z 43.9K followers, XXX engagements


"Upgrades: Airbus $EADSY UBS Neutral to Buy Apple $AAPL MoffettNathanson Sell to Neutral target $XXX Brinker $EAT Evercore ISI In-line to Outperform target $XXX Coherus BioSciences $CHRS Maxim Group Hold to Buy Copart $CPRT HSBC Securities Hold to Buy target $XX Leidos $LDOS RBC Capital Mkts Sector Perform to Outperform target $XXX Downgrades: Advanced Micro Devices $AMD Seaport Research Buy to Neutral Duolingo $DUOL DA Davidson Buy to Neutral target $XXX Kilroy Realty $KRC Barclays Overweight to Equal Weight target $XX Navient $NAVI BofA Securities Neutral to Underperform target $XX Neonode"  
[X Link](https://x.com/jdmarkman/status/1963575911472578666) [@jdmarkman](/creator/x/jdmarkman) 2025-09-04T12:12Z 43.9K followers, XXX engagements


"Early Upgrades & Downgrades -- October XX Upgrades: Sea $SE Bank of America Securities Maintained Upgrade. T-Mobile US $TMUS Wells Fargo Neutral Buy. PPG Industries $PPG JP Morgan Neutral Buy. Las Vegas Sands $LVS JP Morgan Neutral Buy. TrueCar $TRUE JP Morgan Neutral Buy. Downgrades: Atmos Energy $ATO Bank of America Securities Maintain Downgrade. Lithium Americas $LAC JP Morgan Maintain Downgrade. Astria Therapeutics $ATXS HC Wainwright & Co. Maintain Downgrade"  
[X Link](https://x.com/jdmarkman/status/1978799393600884883) [@jdmarkman](/creator/x/jdmarkman) 2025-10-16T12:25Z 43.9K followers, XXX engagements


"Analyst Upgrades/ Downgrades -- September XX Upgrades: Fidelity National Information Services $FIS upgraded by UBS from Neutral to Buy price target $XX. Semtech $SMTC upgraded by Oppenheimer from Hold to Buy price target $XX. Starbucks $SBUX upgraded by Robert W. Baird from Neutral to Outperform price target $XXX. Palo Alto Networks $PANW upgraded by Piper Sandler from Neutral to Overweight price target $XXX. $MNDY upgraded by Morgan Stanley from Equal-Weight to Overweight price target $XXX. Downgrades: MicroStrategy $MSTR downgraded by Wells Fargo from Buy to Hold price target $XXX. Merus"  
[X Link](https://x.com/jdmarkman/status/1972998914555949489) [@jdmarkman](/creator/x/jdmarkman) 2025-09-30T12:16Z 43.9K followers, XXX engagements


"$IREN feels a bit overcooked. Pullback to $55"  
[X Link](https://x.com/jdmarkman/status/1978822227274477629) [@jdmarkman](/creator/x/jdmarkman) 2025-10-16T13:55Z 43.9K followers, 4196 engagements


"$SCHW is preparing for another attempt to break above the 50-day moving average at $95.40"  
[X Link](https://x.com/jdmarkman/status/1970486434814459944) [@jdmarkman](/creator/x/jdmarkman) 2025-09-23T13:52Z 43.9K followers, XXX engagements


"$RDDT I'm watching this consolidation"  
[X Link](https://x.com/jdmarkman/status/1979186788355760536) [@jdmarkman](/creator/x/jdmarkman) 2025-10-17T14:04Z 43.9K followers, 1065 engagements


"Early Upgrades/Downgrades -- October X Upgrades: Ionis Pharmaceuticals $IONS by JP Morgan rating upgraded from Neutral to Buy price target $XX. BOK Financial $BOKF by Jefferies rating upgraded from Hold to Buy price target $XX. Penumbra $PEN by Needham rating upgraded from Hold to Buy price target $XXX. Otis Worldwide $OTIS by Wolfe Research rating upgraded from Neutral to Buy price target $XXX. Chipotle Mexican Grill $CMG by Piper Sandler rating upgraded from Neutral to Overweight price target $2000. Palo Alto Networks $PANW by Piper Sandler rating upgraded from Neutral to Overweight price"  
[X Link](https://x.com/jdmarkman/status/1975897353379877129) [@jdmarkman](/creator/x/jdmarkman) 2025-10-08T12:13Z 43.9K followers, XXX engagements


"Premarket Gainers/ Losers -- October X Top Premarket Gainers: Society Pass $SOPA +129.08% $XXXX Speculative buying in digital commerce sector. Critical Metals $CRML +73.06% $XXXXX Rising metals demand and exploration updates. OneMedNet $ONMD +46.60% $XXXX Biotech sector optimism. Femasys $FEMY +35.15% $XXXX Positive clinical trial developments. Grande Group $GRAN +30.65% $XXXX Strong earnings guidance. Sanmina $SANM +27.10% $XXXXXX Semiconductor supply chain strength. Advanced Micro Devices $AMD +26.48% $XXXXXX AI partnership with OpenAI announced. Palisade Bio $PALI +24.38% $XXXX Biopharma"  
[X Link](https://x.com/jdmarkman/status/1975172012801655093) [@jdmarkman](/creator/x/jdmarkman) 2025-10-06T12:11Z 43.9K followers, XXX engagements


"$ANET is holding above the key support level on the weekly chart so far"  
[X Link](https://x.com/jdmarkman/status/1978459105808252991) [@jdmarkman](/creator/x/jdmarkman) 2025-10-15T13:53Z 43.9K followers, XXX engagements


"Early Upgrades/ Downgrades -- October XX Upgrades: Baidu $BIDU Macquarie Hold Buy target $XXX. Ciena $CIEN Morgan Stanley Equal Weight Overweight target $XX. NetEase $NTES JPMorgan Neutral Overweight target $XXX. Littelfuse $LFUS Baird Hold Buy target $XXX. Newmont $NEM CIBC Market Perform Outperform target $XX. Downgrades: Keysight Technologies $KEYS Morgan Stanley Overweight Equal Weight target lowered to $XXX. Doximity $DOCS JPMorgan Buy Hold target $XX. Allogene Therapeutics $ALLO JPMorgan Neutral Underperform. Akero Therapeutics $AKRO Wolfe Research Buy Hold. Align Technology $ALGN"  
[X Link](https://x.com/jdmarkman/status/1976624818389729339) [@jdmarkman](/creator/x/jdmarkman) 2025-10-10T12:24Z 43.9K followers, XXX engagements


"$PSX looks legit right"  
[X Link](https://x.com/jdmarkman/status/1970852877569556867) [@jdmarkman](/creator/x/jdmarkman) 2025-09-24T14:08Z 43.9K followers, XXX engagements


"$AXP is off to a good start. Bulls need to hold gains though"  
[X Link](https://x.com/jdmarkman/status/1979180388405690548) [@jdmarkman](/creator/x/jdmarkman) 2025-10-17T13:39Z 43.9K followers, XXX engagements


"$CDNS This looks so good but wait for a breakout above $353"  
[X Link](https://x.com/jdmarkman/status/1976645604915974295) [@jdmarkman](/creator/x/jdmarkman) 2025-10-10T13:46Z 43.9K followers, XXX engagements


"$AMD is still in a bearish flag formation. Careful"  
[X Link](https://x.com/jdmarkman/status/1979180073203757418) [@jdmarkman](/creator/x/jdmarkman) 2025-10-17T13:37Z 43.9K followers, 1360 engagements


"Daily Stock Market Brief October XX TLDR: U.S. futures are higher with S&P XXX up XXXX% Nasdaq XXX up XXXX% and Dow Jones up XXXX% premarket. Technology and banking sectors are leading gains boosted by strong earnings reports from major banks. Key economic releases include the NY Empire State Manufacturing Index and mortgage market data both scheduled later today. Renewed U.S.-China trade tensions create cautious market sentiment alongside Federal Reserve policy focus. Major News & Events: Previous days close: Dow Jones up XXX% S&P XXX up XXX% Nasdaq XXX up 0.7%. Confirmed earnings today"  
[X Link](https://x.com/jdmarkman/status/1978436320130138178) [@jdmarkman](/creator/x/jdmarkman) 2025-10-15T12:22Z 43.9K followers, XXX engagements


"The All-Clear Signal: Why The Chip Supply Crunch Validates the AI Trade The Core Thesis: Supply Shortage Confirms Secular Demand The fundamental mistake AI pessimists make is focusing on market optimism rather than the underlying hardware fundamentals. A true speculative bubble is characterized by excess supply chasing weak demand. What we are seeing is the inverse: acute supply scarcity driven by insatiable foundational demand from every major player in tech. The market isn't a bubble; it's a secular refitting of the global computing foundation. TSM's Capacity: The Hottest Ticket in Tech The"  
[X Link](https://x.com/jdmarkman/status/1978811783117983838) [@jdmarkman](/creator/x/jdmarkman) 2025-10-16T13:14Z 43.9K followers, XXX engagements


"Upgrades/ Downgrades -- October X Upgrades & Downgrades: Upgrades: $EAT JP Morgan Neutral Overweight target TBA. $AMD Jefferies Hold Buy target exceeded. $NFLX Seaport Global Hold Buy. $SW Wells Fargo Hold Buy. $ELAN JP Morgan Neutral Overweight. Downgrades: $ALV UBS Buy Neutral. $GEHC Citigroup Buy Neutral. $QDEL Citigroup Buy Hold. $SLM JP Morgan Neutral Underweight. $SYF JP Morgan Neutral Underweigh"  
[X Link](https://x.com/jdmarkman/status/1975535264639422589) [@jdmarkman](/creator/x/jdmarkman) 2025-10-07T12:14Z 43.9K followers, XXX engagements


"$GOOGL looks good. Waiting"  
[X Link](https://x.com/jdmarkman/status/1978095792960238026) [@jdmarkman](/creator/x/jdmarkman) 2025-10-14T13:49Z 43.9K followers, 1318 engagements


"$ORCL almost looks too good to be true"  
[X Link](https://x.com/jdmarkman/status/1977733792468017521) [@jdmarkman](/creator/x/jdmarkman) 2025-10-13T13:50Z 43.9K followers, 1890 engagements


"$EL This looks legit"  
[X Link](https://x.com/jdmarkman/status/1978821185933648200) [@jdmarkman](/creator/x/jdmarkman) 2025-10-16T13:51Z 43.9K followers, XXX engagements


"$CRWD That's a breakout. Let's see if it holds"  
[X Link](https://x.com/jdmarkman/status/1976646130709545110) [@jdmarkman](/creator/x/jdmarkman) 2025-10-10T13:48Z 43.9K followers, XXX engagements


"Premarket Movers -- October XX Top Greenwave Technology Solutions $GWAV +106.7% at $XXXX driven by positive sector news. PMGC Holdings $ELAB +88.87% at $XXXX boosted by contract wins. Aqua Metals $AQMS +72.45% at $XXXX on expected supply contract. Nova Minerals $NVA +69.35% at $XXXX exploration success. STRATA Skin Sciences $SSKN +66.88% at $XXXX acquisition rumors. Everbright Digital Holding $EDHL +60.72% at $XXXX strong sales forecast. Astria Therapeutics $ATXS +40.73% at $XXXX clinical trial update. JIADE Limited $JDZG +40.43% at $XXXX partnership announcement. a.k.a. Brands Holding $AKA"  
[X Link](https://x.com/jdmarkman/status/1978434408869658896) [@jdmarkman](/creator/x/jdmarkman) 2025-10-15T12:14Z 43.9K followers, XXX engagements


"Premarket Movers -- October X Top Premarket Gainers Aspire Biopharma Holdings $ASBP +71.62% $XXXX biotech optimism. Concorde International Group $CIGL +46.30% $XXXX strong earnings forecast. Darkiris $DKI +29.17% $XXXX AI tech potential. Fair Isaac $FICO +19.79% $1812.00 solid earnings outlook. Datavault AI $DVLT +17.65% $XXXX AI sector interest. Iveda Solutions $IVDA +16.91% $XXXX surveillance tech boost. Chijet Motor Company $CJET +16.52% $XXXX electric vehicle growth. Angel Studios $ANGX +15.34% $XXXX media streaming growth. Fermi $FRMI +15.28% $XXXXX green energy projects. Top Premarket"  
[X Link](https://x.com/jdmarkman/status/1973721734160187537) [@jdmarkman](/creator/x/jdmarkman) 2025-10-02T12:08Z 43.9K followers, XXX engagements


"$BBWI looks really bad"  
[X Link](https://x.com/jdmarkman/status/1965055087086358764) [@jdmarkman](/creator/x/jdmarkman) 2025-09-08T14:10Z 43.9K followers, 1236 engagements


"Analyst Upgrades/ Downgrades -- September XX Upgrades: Lincoln National $LNC upgraded by Morgan Stanley (neutral overweight price target not disclosed). Intel $INTC upgraded by Benchmark (hold buy target $35). Fiverr International $FVRR upgraded by BTIG (hold buy). Tesla $TSLA upgraded by Baird (neutral outperform). $MNDY upgraded by Morgan Stanley (equal weight overweight target $260). Downgrades: Replimune Group $REPL downgraded by JP Morgan (buy neutral). 89bio $ETNB downgraded by HC Wainwright & Co. (buy hold). United Parcel Service $UPS downgraded by BMO Capital (buy hold). Synovus $SNV"  
[X Link](https://x.com/jdmarkman/status/1969008507283182076) [@jdmarkman](/creator/x/jdmarkman) 2025-09-19T11:59Z 43.9K followers, XXX engagements


"$MRNA is building a head and shoulder bottom"  
[X Link](https://x.com/jdmarkman/status/1978823383220371882) [@jdmarkman](/creator/x/jdmarkman) 2025-10-16T14:00Z 43.9K followers, XXX engagements


"Analyst Upgrades/ Downgrades -- October X Upgrades: Grocery Outlet Holding $GO Telsey Advisory Group upgraded from Hold to Buy. Carlyle Secured Lending $CGBD JP Morgan upgraded from Neutral to Overweight. Banc of California $BANC JP Morgan upgraded from Neutral to Buy. Carvana $CVNA Jefferies upgraded from Hold to Buy. Delta Air Lines $DAL Jefferies upgraded from Hold to Buy. Sunrun $RUN Jefferies upgraded from Neutral to Buy. Others maintaining or initiating coverage include Whitefiber $WYFI Coinbase Global $COIN Aardvark Therapeutics $AARD. Downgrades: Viasat $VSAT Barclays downgraded from"  
[X Link](https://x.com/jdmarkman/status/1973356974633808050) [@jdmarkman](/creator/x/jdmarkman) 2025-10-01T11:59Z 43.9K followers, XXX engagements


"$DXCM reached the target. Take profits"  
[X Link](https://x.com/jdmarkman/status/1969039848318148821) [@jdmarkman](/creator/x/jdmarkman) 2025-09-19T14:04Z 43.9K followers, 1450 engagements


"$RL This consolidation is perfect. Tom Petting here (the waiting is the hardest part)"  
[X Link](https://x.com/jdmarkman/status/1970853210157203604) [@jdmarkman](/creator/x/jdmarkman) 2025-09-24T14:09Z 43.9K followers, XXX engagements


"$PEP This breakout is somewhat disappointing. This is the perfect environment for a move to $XXX but the rally is not happening"  
[X Link](https://x.com/jdmarkman/status/1978098606407057693) [@jdmarkman](/creator/x/jdmarkman) 2025-10-14T14:00Z 43.9K followers, 1042 engagements


"$EXPE is behaving very well"  
[X Link](https://x.com/jdmarkman/status/1958891078456619074) [@jdmarkman](/creator/x/jdmarkman) 2025-08-22T13:56Z 43.9K followers, XXX engagements


"Premarket Gainers/ Losers -- October X Premarket Gainers Galecto $GLTO +612.40% $XXXXX Surge driven by positive clinical trial news. Trilogy Metals $TMQ +241.63% $XXXX Strong demand for metals sector. Envoy Medical $COCH +98.31% $XXXX Innovation news boosting investor confidence. Spruce Biosciences $SPRB +57.21% $XXXXXX Recent positive trial developments. C3is Inc. $CISS +45.25% $XXXX Sector-wide rally. Lexeo Therapeutics $LXEO +33.39% $XXXX Pipeline progress. Datavault AI $DVLT +32.69% $XXXX AI sector momentum. Processa Pharmaceuticals $PCSA +29.10% $XXXX Positive earnings outlook. BTQ"  
[X Link](https://x.com/jdmarkman/status/1975534974901092616) [@jdmarkman](/creator/x/jdmarkman) 2025-10-07T12:13Z 43.9K followers, XXX engagements


"Morning Report -- October XX **The "Bubble Talk" is DEAD WRONG. The single clearest market signal in the AI trade isn't euphoriait's scarcity. Skeptics are missing the real drama: a brutal tightening chip supply shortage driven by overwhelming demand for advanced compute. This isn't a speculative fad; it's a sold-out stadium tour. Taiwan Semiconductor $TSM just confirmed it. Their XX% profit surge near-60% margins and inability to keep up with demand (even with 3nm nodes) prove the AI upgrade cycle is unstoppable. They're running at full throttle selling every wafer they can make. The supply"  
[X Link](https://x.com/jdmarkman/status/1978811779804192969) [@jdmarkman](/creator/x/jdmarkman) 2025-10-16T13:14Z 43.9K followers, XXX engagements


"Upgrades & Downgrades -- October XX Upgrades: Yelp $YELP by Evercore ISI Group: Buy rating reflecting strong local advertising growth. Argan $AGX by JP Morgan: Upgrade to Overweight price target $XX. Palo Alto Networks $PANW by BTIG: Buy rating raised price target $XXX. Shake Shack $SHAK by Jefferies: Upgrade citing strong same-store sales. Kilroy Realty $KRC by Jefferies: Upgraded for defensive property sector positioning. Downgrades: Easterly Government Properties $DEA by Jefferies: Downgrade to Hold concerns over lease renewals. Highwoods Properties $HIW by Jefferies: Downgrade to Hold due"  
[X Link](https://x.com/jdmarkman/status/1977708280647418352) [@jdmarkman](/creator/x/jdmarkman) 2025-10-13T12:09Z 43.9K followers, XXX engagements


"$RL is still in the bull flag"  
[X Link](https://x.com/jdmarkman/status/1970122452522164721) [@jdmarkman](/creator/x/jdmarkman) 2025-09-22T13:46Z 43.9K followers, XXX engagements


"$ORCL breakout is failing so far. Give bulls some time"  
[X Link](https://x.com/jdmarkman/status/1978098118374613225) [@jdmarkman](/creator/x/jdmarkman) 2025-10-14T13:58Z 43.9K followers, XXX engagements


"$ALAB This is not a great open obviously. Can bears fill the gap down at $140"  
[X Link](https://x.com/jdmarkman/status/1978093485606436954) [@jdmarkman](/creator/x/jdmarkman) 2025-10-14T13:40Z 43.9K followers, 1669 engagements


"The consensus is never smart enough to get it right"  
[X Link](https://x.com/jdmarkman/status/1978843236698353706) [@jdmarkman](/creator/x/jdmarkman) 2025-10-16T15:19Z 43.9K followers, XXX engagements


"$BTC falls back to 50-week moving average"  
[X Link](https://x.com/jdmarkman/status/1979179334288994435) [@jdmarkman](/creator/x/jdmarkman) 2025-10-17T13:34Z 43.9K followers, XXX engagements


"Upgrades and Downgrades -- September XX Upgrades: Union Pacific $UNP Loop Capital upgraded from Hold to Buy PT $XXX Unum Group $UNM Wolfe Research new coverage Outperform PT $XX Travelers Companies $TRV Wolfe Research Initiated Peer Perform PT unavailable Eastman Chemical $EMN UBS Buy maintained PT $XXX IREN $IREN Canaccord Genuity Buy PT $XX Cipher Mining $CIFR Canaccord Genuity Buy PT $XX Monopar Therapeutics $MNPR Chardan Capital Buy PT $XX CollPlant Biotechnologies $CLGN D. Boral Capital Buy PT $XX Can Fite Biofarma $CANF D. Boral Capital Buy PT $XX VF $VFC Telsey Advisory Group Market"  
[X Link](https://x.com/jdmarkman/status/1967921422065602992) [@jdmarkman](/creator/x/jdmarkman) 2025-09-16T12:00Z 43.9K followers, XXX engagements


"$ORCL Breakouts keep failing. Sigh"  
[X Link](https://x.com/jdmarkman/status/1979186036786758097) [@jdmarkman](/creator/x/jdmarkman) 2025-10-17T14:01Z 43.9K followers, 2246 engagements


"Closed out Intel (INTC) for a XXXXX% gain. We said in January it was the only real American chipmakernow the govt is backing it. Dead on. Rolling profits into $MPWR riding the AI hardware wave next. For our exact entry give our flagship letter a try. Our motto Be early not loud"  
[X Link](https://x.com/jdmarkman/status/1973136506366628049) [@jdmarkman](/creator/x/jdmarkman) 2025-09-30T21:22Z 43.9K followers, 1002 engagements


"$PWR It's early but this breakout looks legit. 👀"  
[X Link](https://x.com/jdmarkman/status/1970849135587889407) [@jdmarkman](/creator/x/jdmarkman) 2025-09-24T13:53Z 43.9K followers, XXX engagements


"$NSC Hmm this is weird. Trains"  
[X Link](https://x.com/jdmarkman/status/1957806320104493114) [@jdmarkman](/creator/x/jdmarkman) 2025-08-19T14:06Z 43.9K followers, XXX engagements


"$ADM This pullback to the breakout looks good"  
[X Link](https://x.com/jdmarkman/status/1976644470251897002) [@jdmarkman](/creator/x/jdmarkman) 2025-10-10T13:42Z 43.9K followers, XXX engagements


"$GE Too easy"  
[X Link](https://x.com/jdmarkman/status/1978457847047258354) [@jdmarkman](/creator/x/jdmarkman) 2025-10-15T13:48Z 43.9K followers, XXX engagements


"$GE is trying to break out again. Strength on strength"  
[X Link](https://x.com/jdmarkman/status/1979183385680457919) [@jdmarkman](/creator/x/jdmarkman) 2025-10-17T13:51Z 43.9K followers, XXX engagements


"$AMD It's early and we could be wrong but this looks like a bearish flag. Be careful up here"  
[X Link](https://x.com/jdmarkman/status/1978818370871963849) [@jdmarkman](/creator/x/jdmarkman) 2025-10-16T13:40Z 43.9K followers, 3855 engagements


"Early Upgrades/ Downgrades -- October XX Upgrades: Warner Music Group $WMG by Wells Fargo: Equal-Weight to Overweight price target $XX. Nexa Resources $NEXA by Scotiabank: Sector Underperform to Sector Perform price target $XXX. Zymeworks $ZYME by HC Wainwright: Neutral to Buy price target $XX. FMC Corporation $FMC by BofA Securities: Underperform to Neutral price target $XX. DoorDash $DASH by JP Morgan: Neutral to Overweight price target $XXX. RPM International $RPM by BofA Securities: Neutral to Buy price target $XXX. TaskUs $TASK by Baird: Neutral to Outperform. SPX Technologies $SPXC:"  
[X Link](https://x.com/jdmarkman/status/1978070350723268904) [@jdmarkman](/creator/x/jdmarkman) 2025-10-14T12:08Z 43.9K followers, XXX engagements


"The Trade War Illusion: Why Promises Are Better Than Deals The dominant media narrativethat China is collapsing under the weight of U.S. tariffsis a dangerous fantasy that serious investors must ignore. This trade conflict is a re-run of President Trump's first term: less a fight for genuine economic concessions and more a domestic political tool built on the strategic value of perpetual brinkmanship. Critically unlike the first round China is prepared and executing a global pivot. The Data Debunks the Dependency Narrative The foundation of Washington's leveragethe belief that China's export"  
[X Link](https://x.com/jdmarkman/status/1978087407829340180) [@jdmarkman](/creator/x/jdmarkman) 2025-10-14T13:16Z 43.9K followers, XXX engagements


"Upgrades/ Downgrades -- October X Upgrades: Johnson & Johnson $JNJ upgraded by Wells Fargo from Hold to Buy price target $XXX Freeport-McMoRan $FCX upgraded by UBS from Neutral to Buy price target $XX Duke Energy $DUK and Entergy $ETR upgraded by Scotiabank new Overweight ratings targets $XXX and $XX respectively Curbline Properties $CURB upgraded by Morgan Stanley from Equal Weight to Overweight price target $XX WEC Energy Group $WEC initiated coverage by Citigroup with Buy price target $XX I-MAB $IMAB initiated coverage by Leerink Partners with Buy price target $XX Gen Digital $GEN"  
[X Link](https://x.com/jdmarkman/status/1974081856162181128) [@jdmarkman](/creator/x/jdmarkman) 2025-10-03T11:59Z 43.9K followers, XXX engagements


"$ORCL Elevator going up. A rally to at least $XXX is in the cards"  
[X Link](https://x.com/jdmarkman/status/1978460627187163594) [@jdmarkman](/creator/x/jdmarkman) 2025-10-15T13:59Z 43.9K followers, 1276 engagements


"$PEP This is better finally"  
[X Link](https://x.com/jdmarkman/status/1978824415061193047) [@jdmarkman](/creator/x/jdmarkman) 2025-10-16T14:04Z 43.9K followers, XXX engagements


"$GS posts blowout results and gets slammed. Didn't see that coming"  
[X Link](https://x.com/jdmarkman/status/1978096282221584505) [@jdmarkman](/creator/x/jdmarkman) 2025-10-14T13:51Z 43.9K followers, XXX engagements


""I met with Mr. Lip-Bu Tan along with Secretary of Commerce Howard Lutnick and Secretary of the Treasury Scott Bessent." That's Trump's own post after the meeting. From demanding resignation to "His success and rise is an amazing story." How did Tan pull this off"  
[X Link](https://x.com/jdmarkman/status/1958910966877601810) [@jdmarkman](/creator/x/jdmarkman) 2025-08-22T15:15Z 43.9K followers, 7746 engagements


"Upgrades & Downgrades -- October X Upgrades Nike $NKE KeyBanc from Hold to Outperform PT $XXX. Corteva $CTVA JP Morgan from Neutral to Overweight PT $XX. Charles River $CRL Barclays from Neutral to Overweight. Shoals Technologies $SHLS Barclays from Market Perform to Outperform. C.H. Robinson Worldwide $CHRW Barclays from Market Perform to Outperform. Downgrades RH $RH William Blair from Outperform to Market Perform. Olin $OLN Citigroup from Buy to Neutral PT $XX. Corteva $CTVA Citigroup from Buy to Neutral PT $XX. Medpace Holdings $MEDP Barclays from Outperform to Market Perform. Array"  
[X Link](https://x.com/jdmarkman/status/1973721898086195567) [@jdmarkman](/creator/x/jdmarkman) 2025-10-02T12:09Z 43.9K followers, XXX engagements


"Upgrades & Downgrades -- October XX Upgrades NVIDIA $NVDA upgraded by HSBC from Neutral to Buy price target $XXX. Thomson Reuters $TRI upgraded by Goldman Sachs from Hold to Buy price target $XXX. Amphastar Pharmaceuticals $AMPH upgraded by Needham from Hold to Buy price target $XX. Sunrun $RUN upgraded by BMO Capital from Neutral to Outperform price target $XX. Magnolia Oil & Gas $MGY upgraded by Keybanc from Market Perform to Outperform price target $XX. Vor Biopharma $VOR upgraded by Baird from Neutral to Outperform price target $XX. Chipotle Mexican Grill $CMG upgraded by Piper Sandler"  
[X Link](https://x.com/jdmarkman/status/1978434588922773619) [@jdmarkman](/creator/x/jdmarkman) 2025-10-15T12:15Z 43.9K followers, XXX engagements


"Analyst Upgrades/ Downgrades -- October X Upgrades: Axalta Coating Systems $AXTA upgraded by Citigroup from Neutral to Buy with no disclosed price target. Accelerant Holdings $ARX upgraded by Goldman Sachs from Hold to Buy. TPG $TPG upgraded by JP Morgan rating raised from Neutral to Overweight. Brinker International $EAT upgraded by B of A Securities from Hold to Buy. Intellia Therapeutics $NTLA upgraded by JMP Securities from Neutral to Buy. Ford Motor $F upgraded by Jefferies from Hold to Buy. Affirm Holdings $AFRM upgraded by Rothschild & Co from Neutral to Buy. Micron Technology $MU"  
[X Link](https://x.com/jdmarkman/status/1975172269451198798) [@jdmarkman](/creator/x/jdmarkman) 2025-10-06T12:12Z 43.9K followers, XXX engagements


"$RDDT This consolidation should be on your radar. A big move is coming soon"  
[X Link](https://x.com/jdmarkman/status/1978824912639754674) [@jdmarkman](/creator/x/jdmarkman) 2025-10-16T14:06Z 43.9K followers, 2088 engagements


"@learnwjoe China has a heavy hand when it trade negotiations. We need the rare earth mineral smelting plants in china. Learn more with Joe below"  
[X Link](https://x.com/jdmarkman/status/1978118012294082646) [@jdmarkman](/creator/x/jdmarkman) 2025-10-14T15:17Z 43.9K followers, XX engagements


"The richest people in the world excluding Saudis all made their money the same way. And. It wasnt by short-selling"  
[X Link](https://x.com/jdmarkman/status/1974126643590418905) [@jdmarkman](/creator/x/jdmarkman) 2025-10-03T14:57Z 43.9K followers, XXX engagements


"Morning Upgrades/ Downgrades -- October X Upgrades: DraftKings $DKNG upgraded by Berenberg (Hold Buy) price target $XX Supernus Pharmaceuticals $SUPN upgraded by Piper Sandler (Neutral Overweight) PT $XX PNC Financial Services Group $PNC upgraded by Piper Sandler (Hold Buy) PT $XXX Tractor Supply $TSCO upgraded by Citigroup (Neutral Buy) PT $XXX Marsh & McLennan Companies $MMC upgraded by JP Morgan (Neutral Overweight) PT $XXX Harmony Gold Mining $HMY upgraded by HSBC (Hold Buy) PT $XX Citizens Financial Group $CFG upgraded by Bank of America (Hold Buy) PT $XX Pharvaris $PHVS upgraded by Bank"  
[X Link](https://x.com/jdmarkman/status/1976261756008706418) [@jdmarkman](/creator/x/jdmarkman) 2025-10-09T12:21Z 43.9K followers, XXX engagements


"$AXP is looking good Lewis"  
[X Link](https://x.com/jdmarkman/status/1978455385620029773) [@jdmarkman](/creator/x/jdmarkman) 2025-10-15T13:38Z 43.9K followers, XXX engagements


"Premarket Movers -- October XX Top Premarket Gainers: Solidion Technology Inc. $STI +131.33% at $XXXXX speculative trading in clean tech. Powell Max Limited $PMAX +113.13% at $XXXX battery materials interest. Electra Battery Materials Corporation $ELBM +66.36% at $XXXX battery and energy metals sector strength. ESS Tech Inc. $GWH +53.37% at $XXXX energy storage solutions. China Natural Resources Inc. $CHNR +48.48% at $XXXX rare earths demand. Aclarion Inc. $ACON +27.72% at $XXXXX metals and mining. Founder Group Limited $FGL +27.20% at $XXXX industrial materials. Mannatech Incorporated $MTEX"  
[X Link](https://x.com/jdmarkman/status/1977708148254241006) [@jdmarkman](/creator/x/jdmarkman) 2025-10-13T12:09Z 43.9K followers, XXX engagements


"$SCHW clearly is not "it". Shares get smashed again at $97.50"  
[X Link](https://x.com/jdmarkman/status/1978820538593087750) [@jdmarkman](/creator/x/jdmarkman) 2025-10-16T13:49Z 43.9K followers, XXX engagements


"Raw speculation is like rolling dice in a casino; treat it as entertainment not strategy"  
[X Link](https://x.com/jdmarkman/status/1978174317478216118) [@jdmarkman](/creator/x/jdmarkman) 2025-10-14T19:01Z 43.9K followers, XXX engagements


"Morning Update -- October XX The "crippled China" narrative is a dangerous fantasy. 🛑 Savvy investors ditch the fear The so-called Trade War isn't about economic victory; it's a political play of perpetual brinkmanship and Beijing is ready for it. New data proves the core thesis is flawed: Chinas exports to the US plummeted XX% yet its total exports rose 8.3%. This isn't collapseit's a calculated global pivot fueled by autos chips and robust demand from Europe and ASEAN. Washington's leverage is deflating. The real game Political theater designed to maintain market buoyancy. A "final deal""  
[X Link](https://x.com/jdmarkman/status/1978087404213825913) [@jdmarkman](/creator/x/jdmarkman) 2025-10-14T13:16Z 43.9K followers, XXX engagements


"$ETN is having a breakout. New highs"  
[X Link](https://x.com/jdmarkman/status/1976646774992535794) [@jdmarkman](/creator/x/jdmarkman) 2025-10-10T13:51Z 43.9K followers, XXX engagements


"Analyst Upgrades/ Downgrades -- September XX Upgrades: Citius Oncology $CTOR upgraded by Maxim Group (Neutral Buy price target unconfirmed) Onto Innovation $ONTO upgraded by Jefferies (Hold Buy) Omnicom Group $OMC upgraded by Wells Fargo (Hold Buy) CoreWeave $CRWV upgraded by Wells Fargo (Overweight rating target $170) LG Display Co $LPL upgraded by UBS (Hold Buy) Antero Resources $AR upgraded by Citigroup (Neutral Buy target $39) Anywhere Real Estate $HOUS upgraded by Barclays (Underweight Neutral) Starbucks $SBUX upgraded by Robert W. Baird (Neutral Outperform target $115) Tandem Diabetes"  
[X Link](https://x.com/jdmarkman/status/1970460160670744981) [@jdmarkman](/creator/x/jdmarkman) 2025-09-23T12:08Z 43.9K followers, XXX engagements


"$ANET might need to decline to $130"  
[X Link](https://x.com/jdmarkman/status/1979181036383723801) [@jdmarkman](/creator/x/jdmarkman) 2025-10-17T13:41Z 43.9K followers, XXX engagements