[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @jdmarkman Jon & Joe Markman 🛸 Jon & Joe Markman 🛸 posts on X about target, xpev, $xpev, stocks the most. They currently have XXXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::15984351/interactions)  - X Week XXXXXX +104% - X Month XXXXXXX -XX% - X Months XXXXXXXXX -XX% - X Year XXXXXXXXXX +527% ### Mentions: XX [#](/creator/twitter::15984351/posts_active)  - X Week XX -XX% - X Month XXX +11% - X Months XXXXX +46% - X Year XXXXX -XXXX% ### Followers: XXXXXX [#](/creator/twitter::15984351/followers)  - X Week XXXXXX -XXXX% - X Month XXXXXX -XXXX% - X Months XXXXXX -XXXX% - X Year XXXXXX +38% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::15984351/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) XXXXX% [finance](/list/finance) XXXXX% [technology brands](/list/technology-brands) XXXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% [automotive brands](/list/automotive-brands) XXXX% [fashion brands](/list/fashion-brands) XXX% **Social topic influence** [target](/topic/target) 4.4%, [xpev](/topic/xpev) #9, [$xpev](/topic/$xpev) #9, [stocks](/topic/stocks) 4.4%, [citigroup](/topic/citigroup) #72, [strong](/topic/strong) 3.3%, [goldman sachs](/topic/goldman-sachs) 3.3%, [bearish](/topic/bearish) 3.3%, [$barcl](/topic/$barcl) #98, [$nvda](/topic/$nvda) #1020 **Top accounts mentioned or mentioned by** [@shanaka86](/creator/undefined) [@heartbeatrading](/creator/undefined) [@naksterz](/creator/undefined) [@itsfrankcobbs](/creator/undefined) [@fredlambert](/creator/undefined) [@scottkillips](/creator/undefined) [@playern2011](/creator/undefined) [@athletivept](/creator/undefined) [@scott_killips](/creator/undefined) [@murph_eth](/creator/undefined) [@shamevincent](/creator/undefined) [@renegade_56](/creator/undefined) [@mondayisoff](/creator/undefined) **Top assets mentioned** [XPeng Inc. (XPEV)](/topic/$xpev) [Citigroup Inc (C)](/topic/citigroup) [Goldman Sachs (GS)](/topic/goldman-sachs) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Tesla, Inc. (TSLA)](/topic/tesla) [Morgan Stanley (MS)](/topic/morgan-stanley) [Starbucks Corporation (SBUX)](/topic/$sbux) [Ralph Lauren Corp (RL)](/topic/$rl) [Amgen, Inc. (AMGN)](/topic/$amgn) [Steven Madden Ltd (SHOO)](/topic/$shoo) [Fiserv, Inc. (FI)](/topic/$fi) [Tandem Diabetes Care, Inc. (TNDM)](/topic/$tndm) [Ategrity Specialty Insurance Company Holdings (ASIC)](/topic/$asic) [Kohl's Corporation (KSS)](/topic/$kss) [Symbotic Inc. Class A Common Stock (SYM)](/topic/$sym) [Iconic (ICON)](/topic/$icon) [Chime Financial, Inc. Class A Common Stock (CHYM)](/topic/$chym) [Bankunited, Inc. (BKU)](/topic/$bku) [Thermo Fisher Scientific Inc. (TMO)](/topic/$tmo) [HSBC Holdings PLC (HSBC)](/topic/$hsbc) [Convex Finance (CVX)](/topic/$cvx) [ServiceTitan, Inc. Class A Common Stock (TTAN)](/topic/$ttan) [Kroger Co (KR)](/topic/kroger) [Helium IOT (IOT)](/topic/$iot) [Ulta Beauty Inc (ULTA)](/topic/$ulta) [Decentral Games (DG)](/topic/$dg) [Adobe, Inc. (ADBE)](/topic/$adbe) [CatCoin (CAT)](/topic/$cat) [Teradyne, Inc. (TER)](/topic/$ter) [Electroneum (ETN)](/topic/$etn) [T-Mobile (TMUS)](/topic/$tmus) [ICF International, Inc. (ICFI)](/topic/$icfi) [Darling Ingredients, Inc. (DAR)](/topic/darling-ingredients) [FUNtoken (FUN)](/topic/$fun) [Solv Protocol (SOLV)](/topic/$solv) [Coca-Cola FEMSA, S.A.B DE C.V (KOF)](/topic/$kof) [Coca-Cola Co (KO)](/topic/$ko) [Alien Base (ALB)](/topic/$alb) [DAR Open Network (DAR)](/topic/$dar) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Cadence Design Systems Inc (CDNS)](/topic/$cdns) [Arista Networks Inc (ANET)](/topic/$anet) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Enphase Energy Inc (ENPH)](/topic/$enph) [ALLISON TRANSMISSION HOLDINGS, INC. (ALSN)](/topic/$alsn) [Canadian Pacific Railway (CP)](/topic/$cp) [Cemex S.A.B. de C.V. (CX)](/topic/$cx) [Skycoin (SKY)](/topic/$sky) [Apple, Inc. (AAPL)](/topic/$aapl) [Coldstack (CLS)](/topic/$cls) [MP Materials Corp. (MP)](/topic/$mp) [TripAdvisor, Inc. (TRIP)](/topic/$trip) [Circle Internet Group, Inc. (CRCL)](/topic/circle-internet-group) [PAC Protocol (PAC)](/topic/$pac) [Gapcoin (GAP-1)](/topic/$gap) ### Top Social Posts Top posts by engagements in the last XX hours "Upgrades & Downgrades -- October XX Upgrades Steven Madden $SHOO upgraded to Buy by Telsey Advisory Group; price target $XX. Kodiak AI $KDK initiated coverage with Buy by Chardan Capital; price target $XX. Draganfly $DPRO initiated with Buy by Needham; price target $XX. Downgrades Fiserv $FI downgraded to Hold by Morgan Stanley and Seaport Global; price target reduced to $XX. American Electric Power $AEP downgraded to Hold by BMO Capital; price target $XX. Reiterated Maintains and No-Change Ratings seen for: Microsoft $MSFT Alphabet $GOOGL Meta Platforms $META Viavi Solutions $VIAV Chipotle" [X Link](https://x.com/jdmarkman/status/1983864972695273593) 2025-10-30T11:54Z 41.7K followers, XXX engagements "Upgrades/ Downgrades -- November XX Upgrades: Tencent Music $TME: Neutral Outperform Daiwa Securities. Ategrity Specialty Insurance Company $ASIC: Neutral Buy Citigroup $XX. Mayville Engineering Company $MEC: Market Perform Outperform Northland Capital $XX. Tandem Diabetes Care $TNDM: Sell Neutral Citigroup $XXXXX. Starbucks $SBUX: Neutral Outperform Robert W. Baird $XXX. Resideo $REZI: Equal-Weight Overweight Morgan Stanley $XX. Palo Alto Networks $PANW: Neutral Overweight Piper Sandler $XXX. $MNDY: Equal-Weight Overweight Morgan Stanley $XXX. Mercury $MRCY: Outperform Strong Buy Raymond" [X Link](https://x.com/jdmarkman/status/1988596741780758787) 2025-11-12T13:16Z 41.7K followers, XXX engagements "Premarket Gainers and Losers -- November XX Top Premarket Gainers: Rubico $RUBI +55.47% $XXXX Likely speculative trading surge Kohl's $KSS +27.46% $XXXXX Analyst upgrades and strong retail trends Symbotic $SYM +26.00% $XXXXX Positive earnings outlook Ping An Biomedical $PASW +25.53% $XXXX Biotech sector rally Lunai Bioworks $LNAI +22.84% $XXXX Biotech gains Icon Energy $ICON +21.74% $XXXX Energy sector news WeShop Holdings $WSHP +20.77% $XXXXXX E-commerce optimism Abercrombie & Fitch $ANF +19.45% $XXXXX Retail sector momentum Top Premarket Losers: Sera Prognostics $SERA -XXXXX% $XXXX Weak" [X Link](https://x.com/jdmarkman/status/1993315434829934647) 2025-11-25T13:46Z 41.7K followers, XXX engagements "Upgrades & Downgrades -- December X Upgrades Spyre Therapeutics $SYRE Jones Trading upgraded on therapeutic pipeline confidence. Chime Financial $CHYM Goldman Sachs rating increase reflecting fintech growth. BankUnited $BKU Jefferies upgrade on improving fundamentals. Thermo Fisher Scientific $TMO HSBC upgrade driven by strong demand forecast. Chevron $CVX HSBC upgraded due to sustained oil price strength. Toast $TOST BNP Paribas Exane rating raised on payment tech momentum. Old Dominion Freight Line $ODFL BMO Capital upgrade on logistics strength. Neumora Therapeutics $NMRA RBC Capital" [X Link](https://x.com/jdmarkman/status/1995485127091114209) 2025-12-01T13:28Z 41.7K followers, XXX engagements "$HYG A question for bears. If "smart money" is so worried about a debt implosion why are junk bonds near a record high" [X Link](https://x.com/jdmarkman/status/1995511194854297678) 2025-12-01T15:11Z 41.7K followers, XXX engagements "$XPEV Still trouble" [X Link](https://x.com/jdmarkman/status/1995874559850053640) 2025-12-02T15:15Z 41.7K followers, 1841 engagements "$XPEV This short is working" [X Link](https://x.com/jdmarkman/status/1996235222069731669) 2025-12-03T15:08Z 41.7K followers, 1783 engagements "$HYG Junk bonds at a new high but bears say pros are worried about risk. Um OK" [X Link](https://x.com/jdmarkman/status/1996235803995902067) 2025-12-03T15:11Z 41.7K followers, XXX engagements "Upgrades & Downgrades -- December X Upgrades ServiceTitan $TTAN BMO Capital Outperform $XXX $XXX (Q3 beat) Ulta Beauty $ULTA Telsey Advisory Outperform $XXX $XXX (margin expansion) Samsara $IOT BMO Capital Outperform $XX $XX (IoT growth) Dollar General $DG Telsey Advisory Market Perform $XXX $XXX (stability) Downgrades Kroger $KR Telsey Advisory Outperform $XX $XX (macro uncertainty) Rubrik $RBRK BMO Capital Outperform $XXX $XXX (valuation)" [X Link](https://x.com/jdmarkman/status/1996932766164779370) 2025-12-05T13:20Z 41.7K followers, XXX engagements "$ADBE Why is Adobe breaking out from its bearish formation" [X Link](https://x.com/jdmarkman/status/1996955042234921356) 2025-12-05T14:49Z 41.7K followers, 3586 engagements "$CAT hits the first target" [X Link](https://x.com/jdmarkman/status/1996957094004609155) 2025-12-05T14:57Z 41.7K followers, XXX engagements "The "tilt" of the consolidation determines if a pattern is bullish or bearish. Upward tilted patterns are bearish. Downward tilts are bullish. See this $TER bullish flag. We want stocks to consolidate gains while working modestly lower on declining volume. This action is buyers digesting the new price. If price rises on declining volume during the consolidation the gains are not being digested. This is unsustainable and the price usually breaks lower" [X Link](https://x.com/jdmarkman/status/1997312205746761830) 2025-12-06T14:28Z 41.7K followers, XX engagements "$ETN is all the way back to major support after a failed breakout in early November" [X Link](https://x.com/jdmarkman/status/1990798760277090464) 2025-11-18T15:06Z 41.7K followers, 1105 engagements "Going live now. Im breaking down how I took a $10K kids college fund options account to $19K in X months using X patterns and a 4step system. No meme stocks no secret tickers. Just a disciplined rulesbased process + a live trade walkthrough. Join here: Educational only. Options = high risk" [X Link](https://x.com/jdmarkman/status/1990842016004026858) 2025-11-18T17:58Z 41.7K followers, XXX engagements "$XPEV This looks like big trouble for bulls" [X Link](https://x.com/jdmarkman/status/1995510455889174752) 2025-12-01T15:09Z 41.7K followers, 1394 engagements "Upgrades & Downgrades -- December X Upgrades Albemarle $ALB Baird Underperform Neutral $XXX PT. ICF International $ICFI Canaccord Genuity upgrade. Darling Ingredients $DAR TD Cowen upgrade. Six Flags Entertainment $FUN Truist Securities upgrade. T-Mobile US $TMUS Keybanc upgrade. Solventum $SOLV BTIG upgrade. Downgrades Coca-Cola Femsa $KOF Barclays downgrade. Janux Therapeutics $JANX multiple maintains post-data" [X Link](https://x.com/jdmarkman/status/1995843748186538424) 2025-12-02T13:13Z 41.7K followers, XXX engagements "@HeartBeaTrading @naksterz @shanaka86 Agreed. Our clients bought $NVDA in 2015 at a split-adjusted price of XX cents per share. It is now $XXX. Tey still own the shares. And they bought $AVGO $CDNS and $ANET too. This is all well documented. Google it. Burry has no such trades on his resume" [X Link](https://x.com/jdmarkman/status/1997026224603087114) 2025-12-05T19:32Z 41.7K followers, XXX engagements "Respectfully you misunderstand the utility of the metric. You're oversimplifying stock prices then implying that everyone else doesn't get it. You don't get it and I can validate this assertion with facts. Tesla shares are less expensive today than they were in 2010 at the IPO. Shares are up 37384% since then. P/E ratios don't mean what you think they mean" [X Link](https://x.com/jdmarkman/status/1995926352424288660) 2025-12-02T18:41Z 41.7K followers, 1970 engagements "@FredLambert Nobody is making the argument that Optimus is autonomous at this point" [X Link](https://x.com/jdmarkman/status/1998060239808303537) 2025-12-08T16:00Z 41.7K followers, XXX engagements "$ENPH Short stocks that look like this. Just sayin'" [X Link](https://x.com/jdmarkman/status/1990799602615005549) 2025-11-18T15:09Z 41.7K followers, 1782 engagements "Upgrades & Downgrades -- December X Upgrades Allison Transmission $ALSN Raymond James Outperform Strong Buy $XXX. Bayer AG $BAYRY JP Morgan Neutral Overweight. Canadian Pacific Kansas City Ltd. $CP Morgan Stanley Equal-Weight Overweight. CEMEX S.A. $CX RBC Capital Mkts Underperform Sector Perform $XXXXX. Champion Homes $SKY Barclays Equal Weight Overweight $XXX. CNX Resources $CNX JP Morgan Underweight Neutral $XX. Compass $COMP Barclays Equal Weight Overweight $XX. Devon Energy $DVN JP Morgan Neutral Overweight $XX. Equity Lifestyle Properties $ELS RBC Capital Mkts Sector Perform Outperform" [X Link](https://x.com/jdmarkman/status/1998024672298856783) 2025-12-08T13:39Z 41.7K followers, XXX engagements "$NVDA is still stuck and that's fine. We can wait. Bulls need a break above $188" [X Link](https://x.com/jdmarkman/status/1998410345350623455) 2025-12-09T15:12Z 41.7K followers, XXX engagements "$AAPL is headed back to test the breakout at $275" [X Link](https://x.com/jdmarkman/status/1996954701967802482) 2025-12-05T14:47Z 41.7K followers, XXX engagements "$CLS Cup with handle" [X Link](https://x.com/jdmarkman/status/1998040895686611098) 2025-12-08T14:44Z 41.7K followers, XXX engagements "$XPEV gets rejected at the 200-day moving average again. This is bearish" [X Link](https://x.com/jdmarkman/status/1998413726781997441) 2025-12-09T15:25Z 41.7K followers, XXX engagements "Upgrades & Downgrades -- November XX Upgrades: Riskified $RSKD JP Morgan Upgrade MP Materials $MP JP Morgan Upgrade Grupo Aeroportuario del Pacfico $PAC JP Morgan Upgrade Gap $GAP Jefferies Upgrade Tripadvisor $TRIP Mizuho Upgrade Circle Internet Group $CRCL Baird Upgrade Sempra $SRE Goldman Sachs Upgrade Tencent Music $TME Daiwa Securities Neutral to Outperform Starbucks $SBUX Robert W. Baird Neutral to Outperform Palo Alto Networks $PANW Piper Sandler Neutral to Overweight Downgrades: Applied Materials $AMAT Craig-Hallum Downgrade IHS Holding $IHS JP Morgan Downgrade Stubhub Holdings $STUB" [X Link](https://x.com/jdmarkman/status/1989318176920707254) 2025-11-14T13:03Z 41.7K followers, XXX engagements "$TOL finds an early bid into the pullback" [X Link](https://x.com/jdmarkman/status/1995508552245629341) 2025-12-01T15:01Z 41.7K followers, XXX engagements "Apologies for being unpleasant. You said you were making an argument. I assumed that the argument was that you thought Tesla's share price was overvalued because its P/E ratio is high. If it's something different it did not come across in your posts. Initially Tesla shares traded like a technology company. Drivers who take their ICE vehicles in for service will immediately understand why. Now Tesla shares trade like a robotics company. The share price is not so much about the likelihood that Tesla will be successful as a robotics business. It's about the ability to change on-the-fly and a CEO" [X Link](https://x.com/jdmarkman/status/1995955609150079054) 2025-12-02T20:37Z 41.7K followers, XXX engagements "Morning Notebook -- December X The market noise is deafening: AI bubbles rate hikes and global conflict dominate headlines. For the trader this creates daily panic. For the serious investor it's a massive distraction from the only thing that matters: Enduring Value. Stop trying to win the daily skirmish. Our job as investors is to win the long-term war. The vast majority of stock market wealth is created by a handful of elite companies. Focusing on short-term volatility is the fatal flaw of most investors. Reject that mindset completely. Read the thread below to understand how Markman Capital" [X Link](https://x.com/jdmarkman/status/1998031433835671933) 2025-12-08T14:06Z 41.7K followers, XXX engagements "Winning the long-term war requires ignoring the transient signals and focusing on the enduring picture. For more than a century the overwhelming majority of stock market returns have been generated by a handful of elite companies. This is not marketing; it is a proven historical truth. Excessive diversification dilutes the spectacular returns created by these few winners. Our strategy is simple: Focus on finding and concentrating capital in the very best businesses. Our Focus: Secular Trends At Markman Capital we center on secular trends. These are massive long-lasting shifts in society" [X Link](https://x.com/jdmarkman/status/1998031438440980849) 2025-12-08T14:06Z 41.7K followers, XXX engagements "$GEV No breakout today Ray" [X Link](https://x.com/jdmarkman/status/1998042444001329436) 2025-12-08T14:50Z 41.7K followers, XXX engagements "Lift stops as trades move in your favor; protect gains instead of hoping theyll hold. The uncomfortable truth: hope is a lousy risk management strategy. Winners dont grow by luckthey grow because you lock in profits and let trends run with discipline. In 2021 early Tesla and Nvidia investors who trailed stops as prices surged captured massive gains. Those who left stops untouched and hoped for lost chunks on sudden pullbacks. Investors leave stops static and pray. They confuse hope with strategy. Set trailing stops that move as the trade moves. Protect profits without capping upside" [X Link](https://x.com/jdmarkman/status/1998422721844138425) 2025-12-09T16:01Z 41.7K followers, XXX engagements "Upgrades & Downgrades -- November X Upgrades Antero Resources $AR upgraded by Wells Fargo from Equal Weight to Overweight; Price Target $XX. Aon $AON upgraded by Citigroup from Neutral to Buy; Price Target $XXX. Casella Waste $CWST upgraded by Barclays from Underweight to Equal Weight; Price Target $XX. Cisco $CSCO upgraded by UBS from Neutral to Buy; Price Target $XX. Ecolab $ECL upgraded by Evercore ISI from In-line to Outperform; Price Target $XXX. Edwards Lifesciences $EW upgraded by Raymond James from Market Perform to Outperform; Price Target $XX. First Bancorp $FBNC and First" [X Link](https://x.com/jdmarkman/status/1985331843558773213) 2025-11-03T13:02Z 41.7K followers, XXX engagements "$AMAT Since gapping down on worse than expected earnings Applied Materials has gone straight up" [X Link](https://x.com/jdmarkman/status/1990432649257570317) 2025-11-17T14:51Z 41.7K followers, XXX engagements "Upgrades and Downgrades -- November XX Upgrades: Wynn Resorts $WYNN Citigroup Neutral Buy target $XXX WillScot Mobile Mini $WSC Robert W. Baird Neutral Outperform target $XX PROG Holdings $PRG BTIG Research Sell Neutral target $XX DNOW Inc. $DNOW Susquehanna Neutral Positive target $XX Jack In The Box $JACK Northcoast Sell Neutral Helmerich & Payne $HP Goldman Sachs Sell Neutral target $XX Experian $EXPGY Citigroup Neutral Buy Doximity $DOCS Raymond James Outperform Strong Buy target $XX Cushman & Wakefield $CWK Citigroup Neutral Buy target $XX Cognizant Tech $CTSH William Blair Mkt Perform" [X Link](https://x.com/jdmarkman/status/1991857088960569488) 2025-11-21T13:11Z 41.7K followers, XXX engagements "$RL Lots of buyers for retailers. This is a good one" [X Link](https://x.com/jdmarkman/status/1993334725667336561) 2025-11-25T15:03Z 41.7K followers, XXX engagements "Upgrades & Downgrades -- December X Upgrades American Eagle Outfitters $AEO JP Morgan (Neutral Overweight). Wayfair $W Jefferies maintains (post-downgrade note). CrowdStrike Holdings $CRWD BTIG reiterates Buy. Marvell Tech $MRVL Benchmark maintains Buy. Okta $OKTA Needham maintains Buy. GitLab $GTLB Needham maintains Buy. Zoetis $ZTS BTIG reiterates Buy. Compass Therapeutics $CMPX Canaccord Genuity initiates Buy. Linde $LIN CICC initiates coverage. NRX Pharmaceuticals $NRXP BTIG reiterates Buy. Downgrades Biohaven $BHVN HC Wainwright (Buy Neutral). Pure Storage $PSTG Needham reiterates amid" [X Link](https://x.com/jdmarkman/status/1996202565910790217) 2025-12-03T12:59Z 41.7K followers, XXX engagements "$RL That's a nice pullback to the breakout level right" [X Link](https://x.com/jdmarkman/status/1996961539471868095) 2025-12-05T15:15Z 41.7K followers, XXX engagements "$AMT is crashing to support at $175" [X Link](https://x.com/jdmarkman/status/1983167915831767077) 2025-10-28T13:44Z 41.7K followers, 1073 engagements "$AMGN This isn't great" [X Link](https://x.com/jdmarkman/status/1996590642902741415) 2025-12-04T14:41Z 41.7K followers, 2594 engagements "$AMGN And then there is this. Bear flags" [X Link](https://x.com/jdmarkman/status/1997043301749301327) 2025-12-05T20:40Z 41.7K followers, 1682 engagements "Upgrades & Downgrades -- December X Upgrades: Viking Holdings $VIK upgraded at Goldman Sachs reflecting a more constructive stance on balance sheet and demand resilience within cruises versus more leveraged peers. RPM International $RPM upgraded at RBC Capital highlighting confidence in earnings durability and pricing power in specialty materials. ColgatePalmolive $CL upgraded at RBC Capital with a more favorable view on defensive cashflow margins and pricing in staples. Eaton Corp $ETN upgraded at Wolfe Research aligned with structural demand for electrification grid investment and" [X Link](https://x.com/jdmarkman/status/1998383685289013758) 2025-12-09T13:26Z 41.7K followers, XXX engagements "@scott_killips We think $NVDA shares are being depressed today by worries over the $ORCL results this week. The $ORCL number should be a blowout. Let's see how shares react" [X Link](https://x.com/jdmarkman/status/1998424031289389106) 2025-12-09T16:06Z 41.7K followers, XXX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@jdmarkman Jon & Joe Markman 🛸Jon & Joe Markman 🛸 posts on X about target, xpev, $xpev, stocks the most. They currently have XXXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.
Social category influence stocks XXXXX% finance XXXXX% technology brands XXXXX% cryptocurrencies XXXX% automotive brands XXXX% fashion brands XXX%
Social topic influence target 4.4%, xpev #9, $xpev #9, stocks 4.4%, citigroup #72, strong 3.3%, goldman sachs 3.3%, bearish 3.3%, $barcl #98, $nvda #1020
Top accounts mentioned or mentioned by @shanaka86 @heartbeatrading @naksterz @itsfrankcobbs @fredlambert @scottkillips @playern2011 @athletivept @scott_killips @murph_eth @shamevincent @renegade_56 @mondayisoff
Top assets mentioned XPeng Inc. (XPEV) Citigroup Inc (C) Goldman Sachs (GS) NVIDIA Corp. (NVDA) Tesla, Inc. (TSLA) Morgan Stanley (MS) Starbucks Corporation (SBUX) Ralph Lauren Corp (RL) Amgen, Inc. (AMGN) Steven Madden Ltd (SHOO) Fiserv, Inc. (FI) Tandem Diabetes Care, Inc. (TNDM) Ategrity Specialty Insurance Company Holdings (ASIC) Kohl's Corporation (KSS) Symbotic Inc. Class A Common Stock (SYM) Iconic (ICON) Chime Financial, Inc. Class A Common Stock (CHYM) Bankunited, Inc. (BKU) Thermo Fisher Scientific Inc. (TMO) HSBC Holdings PLC (HSBC) Convex Finance (CVX) ServiceTitan, Inc. Class A Common Stock (TTAN) Kroger Co (KR) Helium IOT (IOT) Ulta Beauty Inc (ULTA) Decentral Games (DG) Adobe, Inc. (ADBE) CatCoin (CAT) Teradyne, Inc. (TER) Electroneum (ETN) T-Mobile (TMUS) ICF International, Inc. (ICFI) Darling Ingredients, Inc. (DAR) FUNtoken (FUN) Solv Protocol (SOLV) Coca-Cola FEMSA, S.A.B DE C.V (KOF) Coca-Cola Co (KO) Alien Base (ALB) DAR Open Network (DAR) Broadcom, Inc. (AVGO) Cadence Design Systems Inc (CDNS) Arista Networks Inc (ANET) Alphabet Inc Class A (GOOGL) Enphase Energy Inc (ENPH) ALLISON TRANSMISSION HOLDINGS, INC. (ALSN) Canadian Pacific Railway (CP) Cemex S.A.B. de C.V. (CX) Skycoin (SKY) Apple, Inc. (AAPL) Coldstack (CLS) MP Materials Corp. (MP) TripAdvisor, Inc. (TRIP) Circle Internet Group, Inc. (CRCL) PAC Protocol (PAC) Gapcoin (GAP-1)
Top posts by engagements in the last XX hours
"Upgrades & Downgrades -- October XX Upgrades Steven Madden $SHOO upgraded to Buy by Telsey Advisory Group; price target $XX. Kodiak AI $KDK initiated coverage with Buy by Chardan Capital; price target $XX. Draganfly $DPRO initiated with Buy by Needham; price target $XX. Downgrades Fiserv $FI downgraded to Hold by Morgan Stanley and Seaport Global; price target reduced to $XX. American Electric Power $AEP downgraded to Hold by BMO Capital; price target $XX. Reiterated Maintains and No-Change Ratings seen for: Microsoft $MSFT Alphabet $GOOGL Meta Platforms $META Viavi Solutions $VIAV Chipotle"
X Link 2025-10-30T11:54Z 41.7K followers, XXX engagements
"Upgrades/ Downgrades -- November XX Upgrades: Tencent Music $TME: Neutral Outperform Daiwa Securities. Ategrity Specialty Insurance Company $ASIC: Neutral Buy Citigroup $XX. Mayville Engineering Company $MEC: Market Perform Outperform Northland Capital $XX. Tandem Diabetes Care $TNDM: Sell Neutral Citigroup $XXXXX. Starbucks $SBUX: Neutral Outperform Robert W. Baird $XXX. Resideo $REZI: Equal-Weight Overweight Morgan Stanley $XX. Palo Alto Networks $PANW: Neutral Overweight Piper Sandler $XXX. $MNDY: Equal-Weight Overweight Morgan Stanley $XXX. Mercury $MRCY: Outperform Strong Buy Raymond"
X Link 2025-11-12T13:16Z 41.7K followers, XXX engagements
"Premarket Gainers and Losers -- November XX Top Premarket Gainers: Rubico $RUBI +55.47% $XXXX Likely speculative trading surge Kohl's $KSS +27.46% $XXXXX Analyst upgrades and strong retail trends Symbotic $SYM +26.00% $XXXXX Positive earnings outlook Ping An Biomedical $PASW +25.53% $XXXX Biotech sector rally Lunai Bioworks $LNAI +22.84% $XXXX Biotech gains Icon Energy $ICON +21.74% $XXXX Energy sector news WeShop Holdings $WSHP +20.77% $XXXXXX E-commerce optimism Abercrombie & Fitch $ANF +19.45% $XXXXX Retail sector momentum Top Premarket Losers: Sera Prognostics $SERA -XXXXX% $XXXX Weak"
X Link 2025-11-25T13:46Z 41.7K followers, XXX engagements
"Upgrades & Downgrades -- December X Upgrades Spyre Therapeutics $SYRE Jones Trading upgraded on therapeutic pipeline confidence. Chime Financial $CHYM Goldman Sachs rating increase reflecting fintech growth. BankUnited $BKU Jefferies upgrade on improving fundamentals. Thermo Fisher Scientific $TMO HSBC upgrade driven by strong demand forecast. Chevron $CVX HSBC upgraded due to sustained oil price strength. Toast $TOST BNP Paribas Exane rating raised on payment tech momentum. Old Dominion Freight Line $ODFL BMO Capital upgrade on logistics strength. Neumora Therapeutics $NMRA RBC Capital"
X Link 2025-12-01T13:28Z 41.7K followers, XXX engagements
"$HYG A question for bears. If "smart money" is so worried about a debt implosion why are junk bonds near a record high"
X Link 2025-12-01T15:11Z 41.7K followers, XXX engagements
"$XPEV Still trouble"
X Link 2025-12-02T15:15Z 41.7K followers, 1841 engagements
"$XPEV This short is working"
X Link 2025-12-03T15:08Z 41.7K followers, 1783 engagements
"$HYG Junk bonds at a new high but bears say pros are worried about risk. Um OK"
X Link 2025-12-03T15:11Z 41.7K followers, XXX engagements
"Upgrades & Downgrades -- December X Upgrades ServiceTitan $TTAN BMO Capital Outperform $XXX $XXX (Q3 beat) Ulta Beauty $ULTA Telsey Advisory Outperform $XXX $XXX (margin expansion) Samsara $IOT BMO Capital Outperform $XX $XX (IoT growth) Dollar General $DG Telsey Advisory Market Perform $XXX $XXX (stability) Downgrades Kroger $KR Telsey Advisory Outperform $XX $XX (macro uncertainty) Rubrik $RBRK BMO Capital Outperform $XXX $XXX (valuation)"
X Link 2025-12-05T13:20Z 41.7K followers, XXX engagements
"$ADBE Why is Adobe breaking out from its bearish formation"
X Link 2025-12-05T14:49Z 41.7K followers, 3586 engagements
"$CAT hits the first target"
X Link 2025-12-05T14:57Z 41.7K followers, XXX engagements
"The "tilt" of the consolidation determines if a pattern is bullish or bearish. Upward tilted patterns are bearish. Downward tilts are bullish. See this $TER bullish flag. We want stocks to consolidate gains while working modestly lower on declining volume. This action is buyers digesting the new price. If price rises on declining volume during the consolidation the gains are not being digested. This is unsustainable and the price usually breaks lower"
X Link 2025-12-06T14:28Z 41.7K followers, XX engagements
"$ETN is all the way back to major support after a failed breakout in early November"
X Link 2025-11-18T15:06Z 41.7K followers, 1105 engagements
"Going live now. Im breaking down how I took a $10K kids college fund options account to $19K in X months using X patterns and a 4step system. No meme stocks no secret tickers. Just a disciplined rulesbased process + a live trade walkthrough. Join here: Educational only. Options = high risk"
X Link 2025-11-18T17:58Z 41.7K followers, XXX engagements
"$XPEV This looks like big trouble for bulls"
X Link 2025-12-01T15:09Z 41.7K followers, 1394 engagements
"Upgrades & Downgrades -- December X Upgrades Albemarle $ALB Baird Underperform Neutral $XXX PT. ICF International $ICFI Canaccord Genuity upgrade. Darling Ingredients $DAR TD Cowen upgrade. Six Flags Entertainment $FUN Truist Securities upgrade. T-Mobile US $TMUS Keybanc upgrade. Solventum $SOLV BTIG upgrade. Downgrades Coca-Cola Femsa $KOF Barclays downgrade. Janux Therapeutics $JANX multiple maintains post-data"
X Link 2025-12-02T13:13Z 41.7K followers, XXX engagements
"@HeartBeaTrading @naksterz @shanaka86 Agreed. Our clients bought $NVDA in 2015 at a split-adjusted price of XX cents per share. It is now $XXX. Tey still own the shares. And they bought $AVGO $CDNS and $ANET too. This is all well documented. Google it. Burry has no such trades on his resume"
X Link 2025-12-05T19:32Z 41.7K followers, XXX engagements
"Respectfully you misunderstand the utility of the metric. You're oversimplifying stock prices then implying that everyone else doesn't get it. You don't get it and I can validate this assertion with facts. Tesla shares are less expensive today than they were in 2010 at the IPO. Shares are up 37384% since then. P/E ratios don't mean what you think they mean"
X Link 2025-12-02T18:41Z 41.7K followers, 1970 engagements
"@FredLambert Nobody is making the argument that Optimus is autonomous at this point"
X Link 2025-12-08T16:00Z 41.7K followers, XXX engagements
"$ENPH Short stocks that look like this. Just sayin'"
X Link 2025-11-18T15:09Z 41.7K followers, 1782 engagements
"Upgrades & Downgrades -- December X Upgrades Allison Transmission $ALSN Raymond James Outperform Strong Buy $XXX. Bayer AG $BAYRY JP Morgan Neutral Overweight. Canadian Pacific Kansas City Ltd. $CP Morgan Stanley Equal-Weight Overweight. CEMEX S.A. $CX RBC Capital Mkts Underperform Sector Perform $XXXXX. Champion Homes $SKY Barclays Equal Weight Overweight $XXX. CNX Resources $CNX JP Morgan Underweight Neutral $XX. Compass $COMP Barclays Equal Weight Overweight $XX. Devon Energy $DVN JP Morgan Neutral Overweight $XX. Equity Lifestyle Properties $ELS RBC Capital Mkts Sector Perform Outperform"
X Link 2025-12-08T13:39Z 41.7K followers, XXX engagements
"$NVDA is still stuck and that's fine. We can wait. Bulls need a break above $188"
X Link 2025-12-09T15:12Z 41.7K followers, XXX engagements
"$AAPL is headed back to test the breakout at $275"
X Link 2025-12-05T14:47Z 41.7K followers, XXX engagements
"$CLS Cup with handle"
X Link 2025-12-08T14:44Z 41.7K followers, XXX engagements
"$XPEV gets rejected at the 200-day moving average again. This is bearish"
X Link 2025-12-09T15:25Z 41.7K followers, XXX engagements
"Upgrades & Downgrades -- November XX Upgrades: Riskified $RSKD JP Morgan Upgrade MP Materials $MP JP Morgan Upgrade Grupo Aeroportuario del Pacfico $PAC JP Morgan Upgrade Gap $GAP Jefferies Upgrade Tripadvisor $TRIP Mizuho Upgrade Circle Internet Group $CRCL Baird Upgrade Sempra $SRE Goldman Sachs Upgrade Tencent Music $TME Daiwa Securities Neutral to Outperform Starbucks $SBUX Robert W. Baird Neutral to Outperform Palo Alto Networks $PANW Piper Sandler Neutral to Overweight Downgrades: Applied Materials $AMAT Craig-Hallum Downgrade IHS Holding $IHS JP Morgan Downgrade Stubhub Holdings $STUB"
X Link 2025-11-14T13:03Z 41.7K followers, XXX engagements
"$TOL finds an early bid into the pullback"
X Link 2025-12-01T15:01Z 41.7K followers, XXX engagements
"Apologies for being unpleasant. You said you were making an argument. I assumed that the argument was that you thought Tesla's share price was overvalued because its P/E ratio is high. If it's something different it did not come across in your posts. Initially Tesla shares traded like a technology company. Drivers who take their ICE vehicles in for service will immediately understand why. Now Tesla shares trade like a robotics company. The share price is not so much about the likelihood that Tesla will be successful as a robotics business. It's about the ability to change on-the-fly and a CEO"
X Link 2025-12-02T20:37Z 41.7K followers, XXX engagements
"Morning Notebook -- December X The market noise is deafening: AI bubbles rate hikes and global conflict dominate headlines. For the trader this creates daily panic. For the serious investor it's a massive distraction from the only thing that matters: Enduring Value. Stop trying to win the daily skirmish. Our job as investors is to win the long-term war. The vast majority of stock market wealth is created by a handful of elite companies. Focusing on short-term volatility is the fatal flaw of most investors. Reject that mindset completely. Read the thread below to understand how Markman Capital"
X Link 2025-12-08T14:06Z 41.7K followers, XXX engagements
"Winning the long-term war requires ignoring the transient signals and focusing on the enduring picture. For more than a century the overwhelming majority of stock market returns have been generated by a handful of elite companies. This is not marketing; it is a proven historical truth. Excessive diversification dilutes the spectacular returns created by these few winners. Our strategy is simple: Focus on finding and concentrating capital in the very best businesses. Our Focus: Secular Trends At Markman Capital we center on secular trends. These are massive long-lasting shifts in society"
X Link 2025-12-08T14:06Z 41.7K followers, XXX engagements
"$GEV No breakout today Ray"
X Link 2025-12-08T14:50Z 41.7K followers, XXX engagements
"Lift stops as trades move in your favor; protect gains instead of hoping theyll hold. The uncomfortable truth: hope is a lousy risk management strategy. Winners dont grow by luckthey grow because you lock in profits and let trends run with discipline. In 2021 early Tesla and Nvidia investors who trailed stops as prices surged captured massive gains. Those who left stops untouched and hoped for lost chunks on sudden pullbacks. Investors leave stops static and pray. They confuse hope with strategy. Set trailing stops that move as the trade moves. Protect profits without capping upside"
X Link 2025-12-09T16:01Z 41.7K followers, XXX engagements
"Upgrades & Downgrades -- November X Upgrades Antero Resources $AR upgraded by Wells Fargo from Equal Weight to Overweight; Price Target $XX. Aon $AON upgraded by Citigroup from Neutral to Buy; Price Target $XXX. Casella Waste $CWST upgraded by Barclays from Underweight to Equal Weight; Price Target $XX. Cisco $CSCO upgraded by UBS from Neutral to Buy; Price Target $XX. Ecolab $ECL upgraded by Evercore ISI from In-line to Outperform; Price Target $XXX. Edwards Lifesciences $EW upgraded by Raymond James from Market Perform to Outperform; Price Target $XX. First Bancorp $FBNC and First"
X Link 2025-11-03T13:02Z 41.7K followers, XXX engagements
"$AMAT Since gapping down on worse than expected earnings Applied Materials has gone straight up"
X Link 2025-11-17T14:51Z 41.7K followers, XXX engagements
"Upgrades and Downgrades -- November XX Upgrades: Wynn Resorts $WYNN Citigroup Neutral Buy target $XXX WillScot Mobile Mini $WSC Robert W. Baird Neutral Outperform target $XX PROG Holdings $PRG BTIG Research Sell Neutral target $XX DNOW Inc. $DNOW Susquehanna Neutral Positive target $XX Jack In The Box $JACK Northcoast Sell Neutral Helmerich & Payne $HP Goldman Sachs Sell Neutral target $XX Experian $EXPGY Citigroup Neutral Buy Doximity $DOCS Raymond James Outperform Strong Buy target $XX Cushman & Wakefield $CWK Citigroup Neutral Buy target $XX Cognizant Tech $CTSH William Blair Mkt Perform"
X Link 2025-11-21T13:11Z 41.7K followers, XXX engagements
"$RL Lots of buyers for retailers. This is a good one"
X Link 2025-11-25T15:03Z 41.7K followers, XXX engagements
"Upgrades & Downgrades -- December X Upgrades American Eagle Outfitters $AEO JP Morgan (Neutral Overweight). Wayfair $W Jefferies maintains (post-downgrade note). CrowdStrike Holdings $CRWD BTIG reiterates Buy. Marvell Tech $MRVL Benchmark maintains Buy. Okta $OKTA Needham maintains Buy. GitLab $GTLB Needham maintains Buy. Zoetis $ZTS BTIG reiterates Buy. Compass Therapeutics $CMPX Canaccord Genuity initiates Buy. Linde $LIN CICC initiates coverage. NRX Pharmaceuticals $NRXP BTIG reiterates Buy. Downgrades Biohaven $BHVN HC Wainwright (Buy Neutral). Pure Storage $PSTG Needham reiterates amid"
X Link 2025-12-03T12:59Z 41.7K followers, XXX engagements
"$RL That's a nice pullback to the breakout level right"
X Link 2025-12-05T15:15Z 41.7K followers, XXX engagements
"$AMT is crashing to support at $175"
X Link 2025-10-28T13:44Z 41.7K followers, 1073 engagements
"$AMGN This isn't great"
X Link 2025-12-04T14:41Z 41.7K followers, 2594 engagements
"$AMGN And then there is this. Bear flags"
X Link 2025-12-05T20:40Z 41.7K followers, 1682 engagements
"Upgrades & Downgrades -- December X Upgrades: Viking Holdings $VIK upgraded at Goldman Sachs reflecting a more constructive stance on balance sheet and demand resilience within cruises versus more leveraged peers. RPM International $RPM upgraded at RBC Capital highlighting confidence in earnings durability and pricing power in specialty materials. ColgatePalmolive $CL upgraded at RBC Capital with a more favorable view on defensive cashflow margins and pricing in staples. Eaton Corp $ETN upgraded at Wolfe Research aligned with structural demand for electrification grid investment and"
X Link 2025-12-09T13:26Z 41.7K followers, XXX engagements
"@scott_killips We think $NVDA shares are being depressed today by worries over the $ORCL results this week. The $ORCL number should be a blowout. Let's see how shares react"
X Link 2025-12-09T16:06Z 41.7K followers, XXX engagements
/creator/twitter::jdmarkman