Dark | Light
[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.]

# ![@manatmadaan Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1174169552.png) @manatmadaan The Buyside Guy

The Buyside Guy posts on X about $rddt, $regn, $kvue, $dpz the most. They currently have XXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.

### Engagements: XXXXX [#](/creator/twitter::1174169552/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1174169552/c:line/m:interactions.svg)

- X Week XXXXX -XX%
- X Month XXXXXX +18,628%
- X Months XXXXXX +43,883%
- X Year XXXXXX +23%

### Mentions: XX [#](/creator/twitter::1174169552/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1174169552/c:line/m:posts_active.svg)

- X Week XX -XX%
- X Month XXX +1,411%
- X Months XXX +7,750%
- X Year XXX +130%

### Followers: XXX [#](/creator/twitter::1174169552/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1174169552/c:line/m:followers.svg)

- X Week XXX +11%
- X Month XXX +186%
- X Months XXX +256%

### CreatorRank: XXXXXXXXX [#](/creator/twitter::1174169552/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1174169552/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1174169552/influence)
---

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

**Social topic influence**
[$rddt](/topic/$rddt) 8.51%, [$regn](/topic/$regn) 8.51%, [$kvue](/topic/$kvue) 6.38%, [$dpz](/topic/$dpz) 6.38%, [clarity](/topic/clarity) 4.26%, [qqq](/topic/qqq) 4.26%, [$qqq](/topic/$qqq) 4.26%, [$khc](/topic/$khc) 4.26%, [$amgn](/topic/$amgn) 4.26%, [$tri](/topic/$tri) XXXX%

**Top accounts mentioned or mentioned by**
[@pjs984](/creator/undefined) [@missrobbie67](/creator/undefined) [@lxxx74554203](/creator/undefined) [@taylorthevc](/creator/undefined) [@overthehedgel](/creator/undefined) [@stocksavvyshay](/creator/undefined) [@dividenddudex](/creator/undefined) [@joecarlsonshow](/creator/undefined) [@stockmarketnerd](/creator/undefined) [@fibonaccita](/creator/undefined) [@dividendtalks](/creator/undefined) [@mmmtwealth](/creator/undefined) [@selimdumannn](/creator/undefined)

**Top assets mentioned**
[Reddit, Inc. (RDDT)](/topic/$rddt) [Regeneron Pharmaceuticals Inc (REGN)](/topic/$regn) [Kenvue Inc. (KVUE)](/topic/$kvue) [Domino's Pizza Inc (DPZ)](/topic/$dpz) [Kraft Heinz Co (KHC)](/topic/$khc) [Amgen, Inc. (AMGN)](/topic/$amgn) [Thomson Reuters Corporation (TRI)](/topic/$tri) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Fair Isaac, Corp. (FICO)](/topic/$fico) [Intuitive Surgical, Inc. (ISRG)](/topic/$isrg) [WK Kellogg Co (KLG)](/topic/$klg) [3M Co (MMM)](/topic/$mmm) [BlackCoin (BLK)](/topic/$blk) [GammaSwap (GS)](/topic/$gs) [SPDR S&P XXX ETF Trust (SPY)](/topic/$spy) [Cintas Corporation (CTAS)](/topic/$ctas) [Netflix Inc (NFLX)](/topic/$nflx) [Eli Lilly and Company (LLY)](/topic/$lly) [GSK plc (GSK)](/topic/$gsk) [Novo-Nordisk (NVO)](/topic/$nvo) [Autozone Inc (AZO)](/topic/$azo) [Rollins, Inc. (ROL)](/topic/$rol) [Tyler Technologies, Inc. (TYL)](/topic/$tyl) [Linde PLC (LIN)](/topic/$lin) [McKesson Corporation (MCK)](/topic/$mck) [Ecolab Inc. (ECL)](/topic/$ecl) [O'Reilly Automotive Inc (ORLY)](/topic/$orly) [Cream (CRM)](/topic/$crm) [Veeva Systems, Inc. (VEEV)](/topic/$veev) [GE HealthCare Technologies Inc. Common Stock (GEHC)](/topic/$gehc) [Roblox, Corp. (RBLX)](/topic/$rblx) [Archer Aviation Inc. (ACHR)](/topic/$achr) [D-Wave Quantum Inc. (QBTS)](/topic/$qbts) [Open Custody Protocol (OPEN)](/topic/$open) [IonQ, Inc. (IONQ)](/topic/$ionq) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Minted (MTD)](/topic/$mtd) [Chemed Corporation (CHE)](/topic/$che) [Bitcoin Incognito (XBI)](/topic/$xbi) [Moderna Inc (MRNA)](/topic/$mrna) [Pfizer, Inc. (PFE)](/topic/$pfe) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Uber Technologies, Inc. (UBER)](/topic/$uber) [ANSYS, Inc. (ANSS)](/topic/$anss) [Synopsys, Inc. (SNPS)](/topic/$snps) [Effect.AI (EFX)](/topic/$efx) [Deckers Outdoor, Corp. (DECK)](/topic/$deck) [Nike Inc (NKE)](/topic/$nke) [Under Armour Inc Class A (UAA)](/topic/$uaa) [On Holding AG (ONON)](/topic/$onon) [VF Corp (VFC)](/topic/$vfc) [MercadoLibre Inc (MELI)](/topic/$meli)
### Top Social Posts [#](/creator/twitter::1174169552/posts)
---
Top posts by engagements in the last XX hours

"@LXXX74554203 I think today it was moving more on rotation into staples but ill take it. Believe Q2 call will provide more clarity to sentiment on timing for a deal/separation"  
![@manatmadaan Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1174169552.png) [@manatmadaan](/creator/x/manatmadaan) on [X](/post/tweet/1947763395698241989) 2025-07-22 20:59:15 UTC XXX followers, XX engagements


"Another positive sign today on $KVUE: Kenvue Board Forms Committee For Strategic Review With Centerview and McKinsey Advisors To Accelerate Growth And Value Matter of time"  
![@manatmadaan Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1174169552.png) [@manatmadaan](/creator/x/manatmadaan) on [X](/post/tweet/1944715681154363852) 2025-07-14 11:08:44 UTC XXX followers, XXX engagements


"Big week coming up in mkts $SPY $IWM $QQQ CPI/PPI will get some reads on financials $GS $BLK. Industrials $MMM $CTAS. Consumer spend: $NFLX. As long as no major guide cuts or negative surprises we should sustain momentum on the quality guys. Will watch n share my thoughts live"  
![@manatmadaan Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1174169552.png) [@manatmadaan](/creator/x/manatmadaan) on [X](/post/tweet/1943786142379487524) 2025-07-11 21:35:04 UTC XXX followers, XXX engagements


"@TaylortheVC Absolutely looking at weekly data on DAUs is the bigger problem. Zoom out and its a blip. $RDDT has a lot of potential and monetisation opportunities. Wrote something few days ago u might like:"  
![@manatmadaan Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1174169552.png) [@manatmadaan](/creator/x/manatmadaan) on [X](/post/tweet/1946632445140389995) 2025-07-19 18:05:16 UTC XXX followers, XX engagements


"$KHC: potential catalyst watch. Possible spin off of grocery and sauce business. Both should have higher multiples alone. $BRK reportedly exiting stake paves way for chg. In may board formd a committee to oversee strategic alternatives. If it happens combined value min$40/share"  
![@manatmadaan Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1174169552.png) [@manatmadaan](/creator/x/manatmadaan) on [X](/post/tweet/1945905128977903956) 2025-07-17 17:55:10 UTC XXX followers, XXX engagements


"Have always liked healthcare stocks due to more opportunities and mis-pricings but boy have these past two yrs. been terrible for pharma most investors lost money. When is healthcare too cheap to shrug off bad news. Rotation if happens will be imp $GSK $REGN $NVO $LLY $AMGN"  
![@manatmadaan Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1174169552.png) [@manatmadaan](/creator/x/manatmadaan) on [X](/post/tweet/1945914013788848501) 2025-07-17 18:30:28 UTC XXX followers, XXX engagements


"A+ companies watchlist im eagerly waiting for a pullback on $MCK $ECL $LIN $TYL $ROL $TRI $ORLY $AZO Patience and discipline. Find the high-quality names. Wait for your price. Make sure the storys still intact. Thats the game"  
![@manatmadaan Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1174169552.png) [@manatmadaan](/creator/x/manatmadaan) on [X](/post/tweet/1938595966027960348) 2025-06-27 13:51:10 UTC XXX followers, 1189 engagements


"Any $VEEV $CRM experts here: Why do you think $CRM life-sciences cloud wont take more of $VEEV clients Saw multiple demos on $VEEV its impressive but I couldnt get confidence that $CRM cant build the same thing and better now that there is no non-compete clause involved"  
![@manatmadaan Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1174169552.png) [@manatmadaan](/creator/x/manatmadaan) on [X](/post/tweet/1943021488652558843) 2025-07-09 18:56:37 UTC XXX followers, XXX engagements


"All gamey/meme/volatile names selling off $ACHR $QBTS $OPEN $IONQ $NBIS $RBLX $RDDT. Rotation into defensives/high quality again $REGN $GEHC $MTD $KHC $CHE $KVUE. think much needed market takes X steps forward n X step back. If it only took steps forward = disaster"  
![@manatmadaan Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1174169552.png) [@manatmadaan](/creator/x/manatmadaan) on [X](/post/tweet/1947658055006515598) 2025-07-22 14:00:40 UTC XXX followers, XXX engagements


"Notice how mkt is barely moving on tariff headlines. Pharma XXX% tariff threat barely any move on $REGN $XLV $XBI $MRNA $AMGN $PFE $BNYX Like I said earlier mkt will become numb after a point"  
![@manatmadaan Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1174169552.png) [@manatmadaan](/creator/x/manatmadaan) on [X](/post/tweet/1942652751579644219) 2025-07-08 18:31:23 UTC XXX followers, XXX engagements


"Just wrote a short piece on $RDDT : Bear thesis I call it pure B.S. no fluff just the real catalyst behind the story"  
![@manatmadaan Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1174169552.png) [@manatmadaan](/creator/x/manatmadaan) on [X](/post/tweet/1944741757888930303) 2025-07-14 12:52:21 UTC XXX followers, XXX engagements


"@DividendDude_X I have overweight positions in $GOOGL $AMZN to cover XX% portfolio slow compounders. The other portfolio has some high growth but quality like $RDDT $UBER at 7%. Some catalyst names $KVUE. You dont need to pick one method value or growth. Make a barbell w high quality"  
![@manatmadaan Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1174169552.png) [@manatmadaan](/creator/x/manatmadaan) on [X](/post/tweet/1944060271024050262) 2025-07-12 15:44:22 UTC XXX followers, XXX engagements


"$TRI running on potential NASDAQ $QQQ inclusion. $ANSS $SNPS deal gets approval sooner than expected"  
![@manatmadaan Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1174169552.png) [@manatmadaan](/creator/x/manatmadaan) on [X](/post/tweet/1944756618932973681) 2025-07-14 13:51:24 UTC XXX followers, 1171 engagements


"$FICO tanking after FHFA Dir says FNMA & FMCC allowed to use $EFX Vantage score. In my opinion the worst case is XX% EPS hit between $1450-$1500 $FICO is a LONG. Not investment advice"  
![@manatmadaan Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1174169552.png) [@manatmadaan](/creator/x/manatmadaan) on [X](/post/tweet/1942592081219969344) 2025-07-08 14:30:18 UTC XXX followers, 1364 engagements


"@OverthehedgeL I am surprised if thats the concern buyside/street had 1.5-1.8% SSS dont think anyone was baking XXX or X% comp contribution from aggregators. If u ask me its the concern on $DPZ not being able to sustain X% comp growth in FY26. Which TBH I dont totally agree with"  
![@manatmadaan Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1174169552.png) [@manatmadaan](/creator/x/manatmadaan) on [X](/post/tweet/1947397323329282531) 2025-07-21 20:44:37 UTC XXX followers, XX engagements


"$DPZ surprises with XXX% US SSS pretty much every broker/buyside was calling for below 2%. Reiterates FY guide which was needed to prevent bears from taking over. Bears still argue next yr. comps are tough and lack of drivers. In my book $DPZ can and will sustain leadership"  
![@manatmadaan Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1174169552.png) [@manatmadaan](/creator/x/manatmadaan) on [X](/post/tweet/1947278518636761424) 2025-07-21 12:52:32 UTC XXX followers, XXX engagements


"Flagged this a month ago on $GOOGL charts showed strength and that seems to be coming from checks on upcoming earnings being strong. For me im LONG but know that for this thing to really breakout Aug-DOJ ruling needs to provide clarity (good or bad). After that its $XXX imo"  
![@manatmadaan Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1174169552.png) [@manatmadaan](/creator/x/manatmadaan) on [X](/post/tweet/1947334323754926371) 2025-07-21 16:34:17 UTC XXX followers, XXX engagements


"$ISRG decent Q but came light on system placements might trade down if picking problems but DV5 is the key focus which was good. Reduced tariff impact in guide procedures strong. QnA focus will be on remanufactured instruments (personally think overblown now that DV5 is new)"  
![@manatmadaan Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1174169552.png) [@manatmadaan](/creator/x/manatmadaan) on [X](/post/tweet/1947762928645804394) 2025-07-22 20:57:24 UTC XXX followers, XXX engagements


"$NKE $DECK $UAA $ONON $VFC retail ripping on US-Vietnam trade deal"  
![@manatmadaan Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1174169552.png) [@manatmadaan](/creator/x/manatmadaan) on [X](/post/tweet/1940418552886129035) 2025-07-02 14:33:28 UTC XXX followers, XXX engagements


"@StockMarketNerd I think $MELI stock still might move down on tariff headlines because have seen it react negatively to macro/economy news on Brazil/Argentina. Technically if Brazil economy suffers from tariffs it hurts the spending on $MELI. I love the business btw but know why stock moves"  
![@manatmadaan Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1174169552.png) [@manatmadaan](/creator/x/manatmadaan) on [X](/post/tweet/1943133083684745698) 2025-07-10 02:20:03 UTC XXX followers, XXX engagements


"$ISRG call just ended thoughts: repod shares after few qtrs. given volatility/margins were higher but more from purchase mix n underspend not new normal/DV5 rollout in EU JPN will be measured n slow (ensuring street models properly)/Force feedback approval in EU end of nxt yr"  
![@manatmadaan Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1174169552.png) [@manatmadaan](/creator/x/manatmadaan) on [X](/post/tweet/1947776934659661838) 2025-07-22 21:53:03 UTC XXX followers, XXX engagements


"Not surprised but $DPZ now red. One thing: $DPZ has generally traded negatively despite good results. Never gets respect on earnings. Which is why when deciding on how big you want to be in a position always consider how much respect a stock gets"  
![@manatmadaan Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1174169552.png) [@manatmadaan](/creator/x/manatmadaan) on [X](/post/tweet/1947296822419915141) 2025-07-21 14:05:16 UTC XXX followers, XX engagements


"@pjs984 Actually thats perfect recipe for acquisition imo. The SHB margins are half of peers they lagged in marketing and innovation. Struggling brands get taken out by better brands. They have solid brands neutrogena aveeno bandaid etc. There is a brand value to be realised w m&a"  
![@manatmadaan Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1174169552.png) [@manatmadaan](/creator/x/manatmadaan) on [X](/post/tweet/1943724425288786351) 2025-07-11 17:29:50 UTC XXX followers, XXX engagements


"@DividendTalks Many value traps here so be careful. But $FICO somewhere around $1450 is my level where the FNMA/FMCC headwind is appropriately priced in"  
![@manatmadaan Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1174169552.png) [@manatmadaan](/creator/x/manatmadaan) on [X](/post/tweet/1947279255567479028) 2025-07-21 12:55:27 UTC XXX followers, XXX engagements


"$REGN showing a lot of strength today vs peers. Want to see more of this respect"  
![@manatmadaan Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1174169552.png) [@manatmadaan](/creator/x/manatmadaan) on [X](/post/tweet/1943735134743568790) 2025-07-11 18:12:23 UTC XXX 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.]

@manatmadaan Avatar @manatmadaan The Buyside Guy

The Buyside Guy posts on X about $rddt, $regn, $kvue, $dpz the most. They currently have XXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.

Engagements: XXXXX #

Engagements Line Chart

  • X Week XXXXX -XX%
  • X Month XXXXXX +18,628%
  • X Months XXXXXX +43,883%
  • X Year XXXXXX +23%

Mentions: XX #

Mentions Line Chart

  • X Week XX -XX%
  • X Month XXX +1,411%
  • X Months XXX +7,750%
  • X Year XXX +130%

Followers: XXX #

Followers Line Chart

  • X Week XXX +11%
  • X Month XXX +186%
  • X Months XXX +256%

CreatorRank: XXXXXXXXX #

CreatorRank Line Chart

Social Influence #


Social category influence stocks XXXXX% finance XXXXX% technology brands XXXXX% social networks XXXX% cryptocurrencies XXXX% exchanges XXXX% fashion brands XXXX% countries XXXX%

Social topic influence $rddt 8.51%, $regn 8.51%, $kvue 6.38%, $dpz 6.38%, clarity 4.26%, qqq 4.26%, $qqq 4.26%, $khc 4.26%, $amgn 4.26%, $tri XXXX%

Top accounts mentioned or mentioned by @pjs984 @missrobbie67 @lxxx74554203 @taylorthevc @overthehedgel @stocksavvyshay @dividenddudex @joecarlsonshow @stockmarketnerd @fibonaccita @dividendtalks @mmmtwealth @selimdumannn

Top assets mentioned Reddit, Inc. (RDDT) Regeneron Pharmaceuticals Inc (REGN) Kenvue Inc. (KVUE) Domino's Pizza Inc (DPZ) Kraft Heinz Co (KHC) Amgen, Inc. (AMGN) Thomson Reuters Corporation (TRI) Alphabet Inc Class A (GOOGL) Fair Isaac, Corp. (FICO) Intuitive Surgical, Inc. (ISRG) WK Kellogg Co (KLG) 3M Co (MMM) BlackCoin (BLK) GammaSwap (GS) SPDR S&P XXX ETF Trust (SPY) Cintas Corporation (CTAS) Netflix Inc (NFLX) Eli Lilly and Company (LLY) GSK plc (GSK) Novo-Nordisk (NVO) Autozone Inc (AZO) Rollins, Inc. (ROL) Tyler Technologies, Inc. (TYL) Linde PLC (LIN) McKesson Corporation (MCK) Ecolab Inc. (ECL) O'Reilly Automotive Inc (ORLY) Cream (CRM) Veeva Systems, Inc. (VEEV) GE HealthCare Technologies Inc. Common Stock (GEHC) Roblox, Corp. (RBLX) Archer Aviation Inc. (ACHR) D-Wave Quantum Inc. (QBTS) Open Custody Protocol (OPEN) IonQ, Inc. (IONQ) Nebius Group N.V. Class A Ordinary Shares (NBIS) Minted (MTD) Chemed Corporation (CHE) Bitcoin Incognito (XBI) Moderna Inc (MRNA) Pfizer, Inc. (PFE) Amazon.com, Inc. (AMZN) Uber Technologies, Inc. (UBER) ANSYS, Inc. (ANSS) Synopsys, Inc. (SNPS) Effect.AI (EFX) Deckers Outdoor, Corp. (DECK) Nike Inc (NKE) Under Armour Inc Class A (UAA) On Holding AG (ONON) VF Corp (VFC) MercadoLibre Inc (MELI)

Top Social Posts #


Top posts by engagements in the last XX hours

"@LXXX74554203 I think today it was moving more on rotation into staples but ill take it. Believe Q2 call will provide more clarity to sentiment on timing for a deal/separation"
@manatmadaan Avatar @manatmadaan on X 2025-07-22 20:59:15 UTC XXX followers, XX engagements

"Another positive sign today on $KVUE: Kenvue Board Forms Committee For Strategic Review With Centerview and McKinsey Advisors To Accelerate Growth And Value Matter of time"
@manatmadaan Avatar @manatmadaan on X 2025-07-14 11:08:44 UTC XXX followers, XXX engagements

"Big week coming up in mkts $SPY $IWM $QQQ CPI/PPI will get some reads on financials $GS $BLK. Industrials $MMM $CTAS. Consumer spend: $NFLX. As long as no major guide cuts or negative surprises we should sustain momentum on the quality guys. Will watch n share my thoughts live"
@manatmadaan Avatar @manatmadaan on X 2025-07-11 21:35:04 UTC XXX followers, XXX engagements

"@TaylortheVC Absolutely looking at weekly data on DAUs is the bigger problem. Zoom out and its a blip. $RDDT has a lot of potential and monetisation opportunities. Wrote something few days ago u might like:"
@manatmadaan Avatar @manatmadaan on X 2025-07-19 18:05:16 UTC XXX followers, XX engagements

"$KHC: potential catalyst watch. Possible spin off of grocery and sauce business. Both should have higher multiples alone. $BRK reportedly exiting stake paves way for chg. In may board formd a committee to oversee strategic alternatives. If it happens combined value min$40/share"
@manatmadaan Avatar @manatmadaan on X 2025-07-17 17:55:10 UTC XXX followers, XXX engagements

"Have always liked healthcare stocks due to more opportunities and mis-pricings but boy have these past two yrs. been terrible for pharma most investors lost money. When is healthcare too cheap to shrug off bad news. Rotation if happens will be imp $GSK $REGN $NVO $LLY $AMGN"
@manatmadaan Avatar @manatmadaan on X 2025-07-17 18:30:28 UTC XXX followers, XXX engagements

"A+ companies watchlist im eagerly waiting for a pullback on $MCK $ECL $LIN $TYL $ROL $TRI $ORLY $AZO Patience and discipline. Find the high-quality names. Wait for your price. Make sure the storys still intact. Thats the game"
@manatmadaan Avatar @manatmadaan on X 2025-06-27 13:51:10 UTC XXX followers, 1189 engagements

"Any $VEEV $CRM experts here: Why do you think $CRM life-sciences cloud wont take more of $VEEV clients Saw multiple demos on $VEEV its impressive but I couldnt get confidence that $CRM cant build the same thing and better now that there is no non-compete clause involved"
@manatmadaan Avatar @manatmadaan on X 2025-07-09 18:56:37 UTC XXX followers, XXX engagements

"All gamey/meme/volatile names selling off $ACHR $QBTS $OPEN $IONQ $NBIS $RBLX $RDDT. Rotation into defensives/high quality again $REGN $GEHC $MTD $KHC $CHE $KVUE. think much needed market takes X steps forward n X step back. If it only took steps forward = disaster"
@manatmadaan Avatar @manatmadaan on X 2025-07-22 14:00:40 UTC XXX followers, XXX engagements

"Notice how mkt is barely moving on tariff headlines. Pharma XXX% tariff threat barely any move on $REGN $XLV $XBI $MRNA $AMGN $PFE $BNYX Like I said earlier mkt will become numb after a point"
@manatmadaan Avatar @manatmadaan on X 2025-07-08 18:31:23 UTC XXX followers, XXX engagements

"Just wrote a short piece on $RDDT : Bear thesis I call it pure B.S. no fluff just the real catalyst behind the story"
@manatmadaan Avatar @manatmadaan on X 2025-07-14 12:52:21 UTC XXX followers, XXX engagements

"@DividendDude_X I have overweight positions in $GOOGL $AMZN to cover XX% portfolio slow compounders. The other portfolio has some high growth but quality like $RDDT $UBER at 7%. Some catalyst names $KVUE. You dont need to pick one method value or growth. Make a barbell w high quality"
@manatmadaan Avatar @manatmadaan on X 2025-07-12 15:44:22 UTC XXX followers, XXX engagements

"$TRI running on potential NASDAQ $QQQ inclusion. $ANSS $SNPS deal gets approval sooner than expected"
@manatmadaan Avatar @manatmadaan on X 2025-07-14 13:51:24 UTC XXX followers, 1171 engagements

"$FICO tanking after FHFA Dir says FNMA & FMCC allowed to use $EFX Vantage score. In my opinion the worst case is XX% EPS hit between $1450-$1500 $FICO is a LONG. Not investment advice"
@manatmadaan Avatar @manatmadaan on X 2025-07-08 14:30:18 UTC XXX followers, 1364 engagements

"@OverthehedgeL I am surprised if thats the concern buyside/street had 1.5-1.8% SSS dont think anyone was baking XXX or X% comp contribution from aggregators. If u ask me its the concern on $DPZ not being able to sustain X% comp growth in FY26. Which TBH I dont totally agree with"
@manatmadaan Avatar @manatmadaan on X 2025-07-21 20:44:37 UTC XXX followers, XX engagements

"$DPZ surprises with XXX% US SSS pretty much every broker/buyside was calling for below 2%. Reiterates FY guide which was needed to prevent bears from taking over. Bears still argue next yr. comps are tough and lack of drivers. In my book $DPZ can and will sustain leadership"
@manatmadaan Avatar @manatmadaan on X 2025-07-21 12:52:32 UTC XXX followers, XXX engagements

"Flagged this a month ago on $GOOGL charts showed strength and that seems to be coming from checks on upcoming earnings being strong. For me im LONG but know that for this thing to really breakout Aug-DOJ ruling needs to provide clarity (good or bad). After that its $XXX imo"
@manatmadaan Avatar @manatmadaan on X 2025-07-21 16:34:17 UTC XXX followers, XXX engagements

"$ISRG decent Q but came light on system placements might trade down if picking problems but DV5 is the key focus which was good. Reduced tariff impact in guide procedures strong. QnA focus will be on remanufactured instruments (personally think overblown now that DV5 is new)"
@manatmadaan Avatar @manatmadaan on X 2025-07-22 20:57:24 UTC XXX followers, XXX engagements

"$NKE $DECK $UAA $ONON $VFC retail ripping on US-Vietnam trade deal"
@manatmadaan Avatar @manatmadaan on X 2025-07-02 14:33:28 UTC XXX followers, XXX engagements

"@StockMarketNerd I think $MELI stock still might move down on tariff headlines because have seen it react negatively to macro/economy news on Brazil/Argentina. Technically if Brazil economy suffers from tariffs it hurts the spending on $MELI. I love the business btw but know why stock moves"
@manatmadaan Avatar @manatmadaan on X 2025-07-10 02:20:03 UTC XXX followers, XXX engagements

"$ISRG call just ended thoughts: repod shares after few qtrs. given volatility/margins were higher but more from purchase mix n underspend not new normal/DV5 rollout in EU JPN will be measured n slow (ensuring street models properly)/Force feedback approval in EU end of nxt yr"
@manatmadaan Avatar @manatmadaan on X 2025-07-22 21:53:03 UTC XXX followers, XXX engagements

"Not surprised but $DPZ now red. One thing: $DPZ has generally traded negatively despite good results. Never gets respect on earnings. Which is why when deciding on how big you want to be in a position always consider how much respect a stock gets"
@manatmadaan Avatar @manatmadaan on X 2025-07-21 14:05:16 UTC XXX followers, XX engagements

"@pjs984 Actually thats perfect recipe for acquisition imo. The SHB margins are half of peers they lagged in marketing and innovation. Struggling brands get taken out by better brands. They have solid brands neutrogena aveeno bandaid etc. There is a brand value to be realised w m&a"
@manatmadaan Avatar @manatmadaan on X 2025-07-11 17:29:50 UTC XXX followers, XXX engagements

"@DividendTalks Many value traps here so be careful. But $FICO somewhere around $1450 is my level where the FNMA/FMCC headwind is appropriately priced in"
@manatmadaan Avatar @manatmadaan on X 2025-07-21 12:55:27 UTC XXX followers, XXX engagements

"$REGN showing a lot of strength today vs peers. Want to see more of this respect"
@manatmadaan Avatar @manatmadaan on X 2025-07-11 18:12:23 UTC XXX followers, XXX engagements

@manatmadaan
/creator/twitter::manatmadaan