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# ![@smartkarma Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::229050933.png) @smartkarma Smartkarma

Smartkarma posts on X about advanced micro devices, $eslt, $amd, eli lilly the most. They currently have XXXXX followers and 2034 posts still getting attention that total XXXXX engagements in the last XX hours.

### Engagements: XXXXX [#](/creator/twitter::229050933/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::229050933/c:line/m:interactions.svg)

- X Week XXXXXX -XXXX%
- X Month XXXXXX -XX%
- X Months XXXXXXX +21%
- X Year XXXXXXXXX -XX%

### Mentions: XX [#](/creator/twitter::229050933/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::229050933/c:line/m:posts_active.svg)

- X Week XXX no change
- X Month XXX -XX%
- X Months XXXXX -XX%
- X Year XXXXX -XXXX%

### Followers: XXXXX [#](/creator/twitter::229050933/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::229050933/c:line/m:followers.svg)

- X Week XXXXX +0.01%
- X Month XXXXX +0.04%
- X Months XXXXX +5.40%
- X Year XXXXX +9.70%

### CreatorRank: XXXXXXX [#](/creator/twitter::229050933/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::229050933/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::229050933/influence)
---

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

**Social topic influence**
[advanced micro devices](/topic/advanced-micro-devices) #1490, [$eslt](/topic/$eslt) #7, [$amd](/topic/$amd) #412, [eli lilly](/topic/eli-lilly) #106, [$tcehy](/topic/$tcehy) #6, [tencent](/topic/tencent) #103, [$tme](/topic/$tme) #5, [$lly](/topic/$lly) #71, [hong kong](/topic/hong-kong) #708, [kong](/topic/kong) #1275

**Top accounts mentioned or mentioned by**
[@tradingarb](/creator/undefined) [@finance_mint](/creator/undefined) [@davidjblenner](/creator/undefined) [@travislundyasia](/creator/undefined) [@manishir](/creator/undefined) [@mikefritzell](/creator/undefined) [@raopranav](/creator/undefined) [@humblestudent](/creator/undefined) [@copleyfr](/creator/undefined) [@heteronomics](/creator/undefined) [@dailychartbook](/creator/undefined) [@dsubhakesan](/creator/undefined) [@gallianovictor](/creator/undefined) [@tokyoturnrounds](/creator/undefined) [@andreassteno](/creator/undefined) [@douglaskimkorea](/creator/undefined) [@sameertaneja41](/creator/undefined) [@wimalsamara](/creator/undefined) [@techbaratte](/creator/undefined) [@aeqresearch](/creator/undefined)

**Top assets mentioned**
[Advanced Micro Devices (AMD)](/topic/advanced-micro-devices) [Elbit Systems Ltd (ESLT)](/topic/$eslt) [Eli Lilly and Company (LLY)](/topic/eli-lilly) [Micron Technology, Inc. (MU)](/topic/$mu) [Stellantis N.V. (STLA)](/topic/$stla) [Bank of America (BAC)](/topic/bank-of-america) [Basis Cash (BAC)](/topic/$bac) [Target Corporation (TGT)](/topic/$tgt) [Alcon Inc. Ordinary Shares (ALC)](/topic/$alc) [Estee Lauder Companies Inc (EL)](/topic/el-estee-lauder-companies) [Elcoin (EL)](/topic/$el) [Snap, Inc. (SNAP)](/topic/snap-inc) [Oklo Inc. (OKLO)](/topic/$oklo) [Novo-Nordisk (NVO)](/topic/$nvo) [Fox Corp. Class A (FOXA)](/topic/$foxa) [Applied Materials, Inc. (AMAT)](/topic/$amat) [Reddit, Inc. (RDDT)](/topic/$rddt) [GameStop, Corp. (GME)](/topic/$gme) [Roblox, Corp. (RBLX)](/topic/roblox-corp) [QUALCOMM, Inc. (QCOM)](/topic/$qcom) [Alibaba Group (BABA)](/topic/alibaba-group) [Amcor PLC (AMCR)](/topic/amcor-plc) [Vertiv Holdings Co (VRT)](/topic/$vrt) [CVS Health Corp (CVS)](/topic/cvs) [Applied Blockchain, Inc. Common Stock (APLD)](/topic/$apld) [Mosaic Co (MOS)](/topic/$mos) [Dollar Tree Inc (DLTR)](/topic/dollar-tree-inc) [Abbott Laboratories (ABT)](/topic/abbott-laboratories) [Morgan Stanley (MS)](/topic/morgan-stanley) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Bunge, Ltd. (BG)](/topic/$bg) [Arcblock (ABT)](/topic/$abt) [Loews Corporation (L)](/topic/loews-corp) [CNA Financial, Corp. (CNA)](/topic/cna-financial-corp)
### Top Social Posts [#](/creator/twitter::229050933/posts)
---
Top posts by engagements in the last XX hours

"🟢 Rakuten Bank $5838.JP - Rakuten has the lowest PE multiple and PBV ratio with the near best ROE for its low PBV ratio Rakuten Bank trades on prospective PE multiple of 12.9x and 7.8x more attractive than both SBI Sumishins and Seven Bank Ltd $8410.JP"  
[X Link](https://x.com/smartkarma/status/1663629559185526788) [@smartkarma](/creator/x/smartkarma) 2023-05-30T19:32Z 8208 followers, 5964 engagements


"🛎 US Pre-Market movers: $TGT Target Corp -XXXX% -4.5B $GES Guess Inc +25.6% +228.8M $EL Estee Lauder Companies Inc -XXX% -2.4B $ALC Alcon AG -XXXX% -4.4B $MU Micron Technology Inc -XXX% -6.6B 👇🏻 See Smartkarma TL;DR to briefly understand why"  
[X Link](https://x.com/smartkarma/status/1958157340882116962) [@smartkarma](/creator/x/smartkarma) 2025-08-20T13:21Z 8208 followers, 1609 engagements


"🧵Smartkarma #TMT #threadoftheday KS / Kuaishou (1024 HK): 2Q24 Significant Margin Improvement and XXX% Stock Upside Ming Lu -- $1024.HK 1/"  
[X Link](https://x.com/smartkarma/status/1826197571888710124) [@smartkarma](/creator/x/smartkarma) 2024-08-21T10:00Z 8212 followers, XXX engagements


"🛎 US Pre-Market movers: $ESLT Elbit Systems Ltd +6.6% +1.4B $AMD Advanced Micro Devices Inc +2.6% +7.5B $TCEHY Tencent Holdings Ltd +4.9% +34.0B $TME Tencent Music Entertainment Group +2.8% +2.5B $LLY Eli Lilly and Co +1.4% +8.4B 👇🏻 See Smartkarma TL;DR to briefly understand why"  
[X Link](https://x.com/smartkarma/status/1955617739298722049) [@smartkarma](/creator/x/smartkarma) 2025-08-13T13:09Z 8210 followers, XXX engagements


"🛎 US Pre-Market movers: $ESLT Elbit Systems Ltd +6.6% +1.4B $AMD Advanced Micro Devices Inc +2.6% +7.5B $TCEHY Tencent Holdings Ltd +4.9% +34.0B $TME Tencent Music Entertainment Group +2.8% +2.5B $LLY Eli Lilly and Co +1.4% +8.4B 👇🏻 See Smartkarma TL;DR to briefly understand why"  
[X Link](https://x.com/smartkarma/status/1955617770839957680) [@smartkarma](/creator/x/smartkarma) 2025-08-13T13:09Z 8209 followers, XXX engagements


"🛎 US Pre-Market movers: $ESLT Elbit Systems Ltd +6.6% +1.4B $AMD Advanced Micro Devices Inc +2.6% +7.5B $TCEHY Tencent Holdings Ltd +4.9% +34.0B $TME Tencent Music Entertainment Group +2.8% +2.5B $LLY Eli Lilly and Co +1.4% +8.4B 👇🏻 See Smartkarma TL;DR to briefly understand why"  
[X Link](https://x.com/smartkarma/status/1955617885302473102) [@smartkarma](/creator/x/smartkarma) 2025-08-13T13:10Z 8209 followers, 9429 engagements


"🛎 US Pre-Market movers: $FOXA Fox Corp +4.8% +1.4B $SNAP Snap Inc +8.7% +1.3B $OKLO Oklo Inc -XXX% -442.8M $STLA Stellantis NV -XXX% -604.4M $NVO Novo Nordisk A/S -XXX% -3.8B 👇🏻 See Smartkarma TL;DR to briefly understand why"  
[X Link](https://x.com/smartkarma/status/1970112105614623066) [@smartkarma](/creator/x/smartkarma) 2025-09-22T13:05Z 8212 followers, XXX engagements


"Finally - Someones accumulating Mandarin Oriental (MAND SP) - and there just isnt enough scrip to go around. For those just catching on heres a free to read primer from ✨Smartkarma AI: Primer: Mandarin Oriental International (MAND SP) - Sep 2025"  
[X Link](https://x.com/smartkarma/status/1972867890631332134) [@smartkarma](/creator/x/smartkarma) 2025-09-30T03:35Z 8212 followers, XXX engagements


"$PNB.IN Punjab National Bank (A mid cap stock in India's Financials sector): Value: 4/5 Dividend: 5/5 Growth: 5/5 Resilience: 4/5 Momentum: 4/5 🟢 SMART SCORE: 4.4/5 More analytics:"  
[X Link](https://x.com/smartkarma/status/1973569918374387869) [@smartkarma](/creator/x/smartkarma) 2025-10-02T02:05Z 8212 followers, XX engagements


"$2382.HK Sunny Optical Technology Group (A large cap stock in China's Information Technology sector): Value: 4/5 Dividend: 4/5 Growth: 5/5 Resilience: 4/5 Momentum: 4/5 🟢 SMART SCORE: 4.2/5 More analytics:"  
[X Link](https://x.com/smartkarma/status/1973569937752117704) [@smartkarma](/creator/x/smartkarma) 2025-10-02T02:05Z 8211 followers, XXX engagements


"🛎 US Pre-Market movers: $AMAT Applied Materials Inc -XXX% -4.2B $RDDT Reddit Inc +4.5% +1.6B $GME GameStop Corp -XXX% -384.6M $RBLX Roblox Corp -XXX% -4.0B 👇🏻 See Smartkarma TL;DR to briefly understand why"  
[X Link](https://x.com/smartkarma/status/1974098305799041260) [@smartkarma](/creator/x/smartkarma) 2025-10-03T13:04Z 8212 followers, XXX engagements


"🧵Smartkarma #eventdriven #threadoftheday Zijin Mining (2899 HK): Where To From Here David Blennerhassett -- $2899.HK 1/"  
[X Link](https://x.com/smartkarma/status/1974278315004526733) [@smartkarma](/creator/x/smartkarma) 2025-10-04T01:00Z 8212 followers, XXX engagements


"As Zijin Gold (2259 HK)'s share price defies gravity so does Zijin Mining Group Co Ltd H (2899 HK)'s. 2/"  
[X Link](https://x.com/smartkarma/status/1974278322852147530) [@smartkarma](/creator/x/smartkarma) 2025-10-04T01:00Z 8212 followers, XX engagements


"Full disclosure: I misread the room. I thought Zijin Gold was fully priced at HK$71.59/share. As was Zijin Mining. Zijin Gold is now up XX% and Zijin Mining 20%. 3/"  
[X Link](https://x.com/smartkarma/status/1974278330053767314) [@smartkarma](/creator/x/smartkarma) 2025-10-04T01:00Z 8211 followers, XX engagements


"Zijin Gold currently trades at a XXX% premium to peers on forward PER and EV/EBITDA multiples. 4/"  
[X Link](https://x.com/smartkarma/status/1974278336894709771) [@smartkarma](/creator/x/smartkarma) 2025-10-04T01:00Z 8212 followers, XX engagements


"If you found this useful: Pls 💚 or 🔁 Follow us for updates 🙏 Smartkarma subs can continue reading: 6x"  
[X Link](https://x.com/smartkarma/status/1974278350089998604) [@smartkarma](/creator/x/smartkarma) 2025-10-04T01:00Z 8212 followers, XXX engagements


"🚨BREAKING: STELLANTIS IS SAID TO PLAN $XX BILLION IN US INVESTMENTS $STLA"  
[X Link](https://x.com/smartkarma/status/1974552614831591853) [@smartkarma](/creator/x/smartkarma) 2025-10-04T19:10Z 8212 followers, XXX engagements


"Materials Healthcare and Tech sectors continue to lead the Hong Kong Secular Bull Market higher. The tech sector has been re-rating sinceAlibaba (9988 HK) announced its AI chip. 2/"  
[X Link](https://x.com/smartkarma/status/1975078595006750872) [@smartkarma](/creator/x/smartkarma) 2025-10-06T06:00Z 8212 followers, XX engagements


"Kingsoft Cloud Holdings (3896 HK) was rated a BUY by Deutsche Bank with its initial target price of HK$11. Shenwan Hongyuan initiates coverage ofCaoCao (2643 HK) a BUY. 4/"  
[X Link](https://x.com/smartkarma/status/1975078609368039750) [@smartkarma](/creator/x/smartkarma) 2025-10-06T06:00Z 8212 followers, XXX engagements


"In Conclusion: "Materials Healthcare and Tech sectors continue to lead the Hong Kong Secular Bull Market higher. The tech sector has been re-rating sinceAlibaba (9988 HK) announced its AI chip." David Mudd 5/"  
[X Link](https://x.com/smartkarma/status/1975078614606733329) [@smartkarma](/creator/x/smartkarma) 2025-10-06T06:00Z 8212 followers, XXX engagements


"In Conclusion: "There's been a lot of enthusiasm washing over HK spin-offs lately: Zijin Mining (2899 HK) MINISO (9896 HK) and now Dongfeng. I think Dongfeng is trading full here. But it's not a strong conviction." David Blennerhassett 5/"  
[X Link](https://x.com/smartkarma/status/1975365510364865010) [@smartkarma](/creator/x/smartkarma) 2025-10-07T01:00Z 8209 followers, XXX engagements


"🚨BREAKING: CHINA PROBES QUALCOMM FOR SUSPECTED MONOPOLY: CCTV $QCOM"  
[X Link](https://x.com/smartkarma/status/1976575204047691824) [@smartkarma](/creator/x/smartkarma) 2025-10-10T09:07Z 8209 followers, 2497 engagements


"🛎 US Pre-Market movers: $BABA Alibaba Group Holding Ltd -XXX% -55.7B $APLD Applied Digital Corp +28.1% +1.4B $AMCR Amcor PLC +3.1% +357.5M $MOS Mosaic Co -XXX% -660.5M $VRT Vertiv Holdings Co +3.5% +2.3B $CVS CVS Health Corp +1.7% +1.6B 👇🏻 See Smartkarma TL;DR to briefly understand why"  
[X Link](https://x.com/smartkarma/status/1976634703374639396) [@smartkarma](/creator/x/smartkarma) 2025-10-10T13:03Z 8212 followers, XXX engagements


""Advantest has outperformed its peers and trades rich on most valuation metrics. The outperformance could also lead to NKY capping in March and that will increase the real float of the stock." 👉🏻 Read more: 🗨 Platform support for more languages coming soon"  
[X Link](https://x.com/smartkarma/status/1976649118044069957) [@smartkarma](/creator/x/smartkarma) 2025-10-10T14:00Z 8209 followers, XXX engagements


"📈 Earnings Alert $005930.KS - Samsung 3Q OP Beats Estimates: Operating profit XXXXX trillion won est XXX trillion won Sales XXXXX trillion won est XXXXX trillion won"  
[X Link](https://x.com/smartkarma/status/1977867480757571683) [@smartkarma](/creator/x/smartkarma) 2025-10-13T22:42Z 8211 followers, XXX engagements


"🧵Smartkarma #eventdriven #threadoftheday Genting Malaysia (GENM MK): Genting (GENT MK)'s Curious Offer David Blennerhassett -- $GENM.MK 1/"  
[X Link](https://x.com/smartkarma/status/1978264581308088542) [@smartkarma](/creator/x/smartkarma) 2025-10-15T01:00Z 8212 followers, XXX engagements


"Latest edition of Smartkarmas Weekly Top Ten Equity Capital Markets Newsletter is out. This weekly newsletter pulls together summaries of the top ten most-read Insights across Equity Capital Markets on Smartkarma. Sign up for free:"  
[X Link](https://x.com/smartkarma/status/1978415972878057583) [@smartkarma](/creator/x/smartkarma) 2025-10-15T11:01Z 8212 followers, XXX engagements


"🛎 US Pre-Market movers: $DLTR Dollar Tree Inc +8.3% +1.9B $BG Bunge Global SA +5.5% +672.0M $BAC Bank of America Corp +4.4% +18.0B $ABT Abbott Laboratories -XXX% -7.1B $MS Morgan Stanley +4.5% +11.9B $NVDA NVIDIA Corp +2.5% +113.7B 👇🏻 See Smartkarma TL;DR to briefly understand why"  
[X Link](https://x.com/smartkarma/status/1978447396368695662) [@smartkarma](/creator/x/smartkarma) 2025-10-15T13:06Z 8211 followers, XXX engagements


"🎯 Price ratio of closely correlated HoldCo/Subsidiary pair Loews Corp/CNA Financial Corp is near +2 s.d. Scores Actionability 3: room for price ratio to mean-revert Investability 4: fairly liquid pair 🔒 For Subs:"  
[X Link](https://x.com/smartkarma/status/1978623365566050646) [@smartkarma](/creator/x/smartkarma) 2025-10-16T00:45Z 8212 followers, XXX engagements


"🔓 Free Research Previews  Loews Corp $L: CNA Financial Corp $CNA: 🔍 Access Smartkarma's premium tools & features here:"  
[X Link](https://x.com/smartkarma/status/1978623368221102234) [@smartkarma](/creator/x/smartkarma) 2025-10-16T00:45Z 8212 followers, XXX engagements


"🧵Smartkarma #eventdriven #threadoftheday StubWorld: Genting (GENT MK)'s U.S. Expansion Is A Gamble David Blennerhassett -- $GENT.MK 1/"  
[X Link](https://x.com/smartkarma/status/1978626969605681625) [@smartkarma](/creator/x/smartkarma) 2025-10-16T01:00Z 8212 followers, XXX engagements


"In Conclusion: "GENT's NAV/implied stub are roughly in set up territory. But a bet on GENT is a bet on U.S. gaming specifically NY wherein GENT's track record is less than stellar. That's not a bet I would take" David Blennerhassett 5/"  
[X Link](https://x.com/smartkarma/status/1978627007081820470) [@smartkarma](/creator/x/smartkarma) 2025-10-16T01:00Z 8212 followers, XXX engagements


"If you found this useful: Pls 💚 or 🔁 Follow us for updates 🙏 Smartkarma subs can continue reading: 6x"  
[X Link](https://x.com/smartkarma/status/1978627010223366514) [@smartkarma](/creator/x/smartkarma) 2025-10-16T01:00Z 8212 followers, XXX engagements


"Mandarin Oriental: being privatised. 52pc premium to last. 💥"  
[X Link](https://x.com/smartkarma/status/1979212024270983432) [@smartkarma](/creator/x/smartkarma) 2025-10-17T15:44Z 8209 followers, 2926 engagements


"China's Global Exports #chartoftheday (via @acemaxx) Bloomberg: "Trade data showcased Chinas shipments overseas growing at their fastest pace in six months blunting the impact of any tariff hike from the US.""  
[X Link](https://x.com/smartkarma/status/1979397221381738807) [@smartkarma](/creator/x/smartkarma) 2025-10-18T04:00Z 8209 followers, XXX engagements


"📈 Earnings Alert $HDFCB.IN - HDFC Bank 2Q Net Income Beats Estimates: Net income 186.4b rupees +11% y/y est 173.45b rupees Gross non-performing assets XXXX% vs. XXX% q/q est 1.4%"  
[X Link](https://x.com/smartkarma/status/1979467539559387461) [@smartkarma](/creator/x/smartkarma) 2025-10-18T08:40Z 8211 followers, XXX engagements


"Materials and Healthcare sectors continue to outperform YTD with Technology coming in a distant 3rd place. 3/"  
[X Link](https://x.com/smartkarma/status/1980242632627704186) [@smartkarma](/creator/x/smartkarma) 2025-10-20T12:00Z 8209 followers, XX engagements


"🚨BREAKING: CHINA MULLS $XXX BILLION FUNDING PLAN TO HELP VANKE REPAY DEBT $2202.HK"  
[X Link](https://x.com/smartkarma/status/1889566230195085693) [@smartkarma](/creator/x/smartkarma) 2025-02-12T06:44Z 8209 followers, 1690 engagements


"🛎 US Pre-Market movers: $HES Hess Corp +7.4% +3.7B $CVX Chevron Corp +3.9% +11.4B $IBKR Interactive Brokers Group Inc +5.6% +1.5B $NFLX Netflix Inc -XXX% -15.1B $MMM 3M Co +2.6% +2.4B 👇🏻 See Smartkarma TL;DR to briefly understand why"  
[X Link](https://x.com/smartkarma/status/1946195684753101022) [@smartkarma](/creator/x/smartkarma) 2025-07-18T13:09Z 8208 followers, 1573 engagements


"In StubWorld: First Pacific (142 HK) Looking Stretched I saw First Pacific Co (142 HK)'s discount to NAV at XX% around its narrowest level in a decade. 2/"  
[X Link](https://x.com/smartkarma/status/1958695651799453854) [@smartkarma](/creator/x/smartkarma) 2025-08-22T01:00Z 8208 followers, XXX engagements


"📉 CEO shake-up sends $TEMN $TEMN.SW tumbling 16%. JeanPierre Brulard exits just XX months in. Whats behind Temenos revolving door at the top GregoryRamirez joins @RaoPranav on #SmartCalls to unpack the risks + outlook: 📖 Read the full Insight: Disclaimer: Informational only. Not investment advice. #Temenos #Leadership #BankingTech #EquityResearch"  
[X Link](https://x.com/smartkarma/status/1965611964258021571) [@smartkarma](/creator/x/smartkarma) 2025-09-10T03:03Z 8209 followers, XXX engagements


"🚨BREAKING: VANKE SKIPS INTEREST ON ONSHORE PRIVATE DEBT SEEKS LOWER RATES $2202.HK"  
[X Link](https://x.com/smartkarma/status/1970390219460583599) [@smartkarma](/creator/x/smartkarma) 2025-09-23T07:30Z 8208 followers, XXX engagements


"🛎 US Pre-Market movers: $PCOR Procore Technologies Inc +6.1% +668.3M $SRE Sempra +3.7% +2.0B $AZO Autozone Inc -XXX% -1.7B $IONQ IONQ Inc +3.3% +522.2M $BA Boeing Co +2.4% +3.3B 👇🏻 See Smartkarma TL;DR to briefly understand why"  
[X Link](https://x.com/smartkarma/status/1970475113608016325) [@smartkarma](/creator/x/smartkarma) 2025-09-23T13:07Z 8208 followers, 1087 engagements


"📈 Earnings Alert $BAC - Bank of America 3Q Net Interest Income Beats Estimates: Net interest income $15.23b est $15.03b Net interest income FTE $15.39b est $15.25b Revenue net of interest expense $28.09b est $27.51b"  
[X Link](https://x.com/smartkarma/status/1978412606957482140) [@smartkarma](/creator/x/smartkarma) 2025-10-15T10:48Z 8208 followers, XXX engagements


"Aerospace and Defense ETF Flows (2020 - 2025 YTD) #chartoftheday (via @dailychartbook) According to FactSet XX Aerospace and Defence ETFs were launched in 2025 with inflows totalling $XXXX billion a XXX% increase from 2024"  
[X Link](https://x.com/smartkarma/status/1979759613747843525) [@smartkarma](/creator/x/smartkarma) 2025-10-19T04:00Z 8208 followers, XXX engagements


"Latest edition of Smartkarmas Weekly Top Ten Tech Hardware and Semiconductor Newsletter is out. This weekly newsletter pulls together summaries of the top ten most-read Insights across Tech Hardware and Semiconductor on Smartkarma. Sign up for free:"  
[X Link](https://x.com/smartkarma/status/1979865334149722517) [@smartkarma](/creator/x/smartkarma) 2025-10-19T11:00Z 8208 followers, XXX engagements


"🚨BREAKING: KERING AND LORAL SAY THEY ARE ENTERING STRATEGIC PARTNERSHIP $KER.FP"  
[X Link](https://x.com/smartkarma/status/1980033278066524558) [@smartkarma](/creator/x/smartkarma) 2025-10-19T22:08Z 8208 followers, XXX engagements


"🔓 Most-read Company Primers this week: Primer: Mayne Pharma (MYX AU) - Oct 2025 Powered by Smartkarmas AI (SK) and proprietary datasets. Register to read for free"  
[X Link](https://x.com/smartkarma/status/1980057740690215278) [@smartkarma](/creator/x/smartkarma) 2025-10-19T23:45Z 8208 followers, XXX engagements


"Latest edition of Smartkarmas Weekly Top Ten Macro and Cross Asset Strategy Newsletter is out. This weekly newsletter pulls together summaries of the top ten most-read Insights across Macro and Cross Asset Strategy on Smartkarma. Sign up for free:"  
[X Link](https://x.com/smartkarma/status/1980229742415724622) [@smartkarma](/creator/x/smartkarma) 2025-10-20T11:08Z 8208 followers, XXX engagements


"🧵Smartkarma #macro #threadoftheday Technically Speaking Breakouts & Breakdowns - HONG KONG (October 18) David Mudd 1/"  
[X Link](https://x.com/smartkarma/status/1980242614952837472) [@smartkarma](/creator/x/smartkarma) 2025-10-20T12:00Z 8208 followers, XXX engagements


"Hong Kong has pulled back this month as the U.S. trade war intensifies however it remains in a Secular Bull Market. 2/"  
[X Link](https://x.com/smartkarma/status/1980242624016756740) [@smartkarma](/creator/x/smartkarma) 2025-10-20T12:00Z 8208 followers, XX engagements


"Hengan International Group (1044 HK) had multiple breakouts relative to MSCI Asian indexes and on an absolute basis. Analysts' recommendations are split as the shares trade at their target price. 4/"  
[X Link](https://x.com/smartkarma/status/1980242640525574359) [@smartkarma](/creator/x/smartkarma) 2025-10-20T12:00Z 8208 followers, XX engagements


"In Conclusion: "Hong Kong has pulled back this month as the U.S. trade war intensifies however it remains in a Secular Bull Market. Materials and Healthcare sectors continue to outperform YTD & Technology is 3rd." David Mudd 5/"  
[X Link](https://x.com/smartkarma/status/1980242647894909324) [@smartkarma](/creator/x/smartkarma) 2025-10-20T12:00Z 8208 followers, XXX engagements


"If you found this useful: Pls 💚 or 🔁 Follow us for updates 🙏 Smartkarma subs can continue reading: 6x"  
[X Link](https://x.com/smartkarma/status/1980242650033967443) [@smartkarma](/creator/x/smartkarma) 2025-10-20T12:00Z 8208 followers, XXX engagements


"🛎 US Pre-Market movers: $MU Micron Technology Inc +3.9% +9.0B $HOLX Hologic Inc +4.8% +827.0M $EXEL Exelixis Inc -XXXX% -1.0B $SMMT Summit Therapeutics Inc -XXX% -1.2B $COO Cooper Companies Inc +6.0% +911.8M 👇🏻 See Smartkarma TL;DR to briefly understand why"  
[X Link](https://x.com/smartkarma/status/1980261114505290116) [@smartkarma](/creator/x/smartkarma) 2025-10-20T13:13Z 8208 followers, XXX engagements


"🛎 US Pre-Market movers: $ESLT Elbit Systems Ltd +6.6% +1.4B $AMD Advanced Micro Devices Inc +2.6% +7.5B $TCEHY Tencent Holdings Ltd +4.9% +34.0B $TME Tencent Music Entertainment Group +2.8% +2.5B $LLY Eli Lilly and Co +1.4% +8.4B 👇🏻 See Smartkarma TL;DR to briefly understand why"  
[X Link](https://x.com/smartkarma/status/1955617789143859351) [@smartkarma](/creator/x/smartkarma) 2025-08-13T13:09Z 8205 followers, 1002 engagements


"🛎 US Pre-Market movers: $ESLT Elbit Systems Ltd +6.6% +1.4B $AMD Advanced Micro Devices Inc +2.6% +7.5B $TCEHY Tencent Holdings Ltd +4.9% +34.0B $TME Tencent Music Entertainment Group +2.8% +2.5B $LLY Eli Lilly and Co +1.4% +8.4B 👇🏻 See Smartkarma TL;DR to briefly understand why"  
[X Link](https://x.com/smartkarma/status/1955617873348760063) [@smartkarma](/creator/x/smartkarma) 2025-08-13T13:10Z 8205 followers, 1060 engagements


"👀 Unicharm Indonesia 1x EBITDA"  
[X Link](https://x.com/smartkarma/status/1958478107926548573) [@smartkarma](/creator/x/smartkarma) 2025-08-21T10:35Z 8205 followers, 2154 engagements


"🚨BREAKING: PG&E RAISED TO INVESTMENT GRADE BY FITCH $PCG"  
[X Link](https://x.com/smartkarma/status/1971578308577071128) [@smartkarma](/creator/x/smartkarma) 2025-09-26T14:11Z 8206 followers, XXX engagements


"🧵Smartkarma #eventdriven #threadoftheday Miniso (9896 HK)'s TOP TOY Angling For Labubu Mojo David Blennerhassett -- $9896.HK 1/"  
[X Link](https://x.com/smartkarma/status/1972828764498452803) [@smartkarma](/creator/x/smartkarma) 2025-09-30T01:00Z 8208 followers, XXX engagements


"📈 Earnings Alert $005930.KS - Samsung to Report Results; Shares Up XXXX% YTD - Look Ahead: Net est XXXX trillion won Operating profit est XXXX trillion won Sales est XXXXX trillion won GM est 37.1%"  
[X Link](https://x.com/smartkarma/status/1977561115992392015) [@smartkarma](/creator/x/smartkarma) 2025-10-13T02:24Z 8205 followers, XXX engagements


"Polysilicon vs $DQ"  
[X Link](https://x.com/smartkarma/status/1977911148209930544) [@smartkarma](/creator/x/smartkarma) 2025-10-14T01:35Z 8205 followers, XXX engagements


"FedEx Asia-Pacific Trade Survey Highlights: XX% of APAC businesses plan to reduce US focus; XX% pivoting to Asia XX% to Europe. * Current exposure: XX% still cite the US as their primary market. * Regulatory volatility: XX% cite fast-changing US rules as a trade barrier; XX% prioritise clarity on duties and taxes. * Policy trigger: US ended de minimis rule (duty-free imports under US$800) all shipments now taxed. * Regional response: Over XX countries paused US shipments; FedEx expanding intra-Asia routes (e.g. SKVN TWSK) to support regional trade growth"  
[X Link](https://x.com/smartkarma/status/1977948171071619352) [@smartkarma](/creator/x/smartkarma) 2025-10-14T04:02Z 8206 followers, XXX engagements


"Genting Malaysia (GENM MK) the owner of Resort World Genting has announced a conditional offer from controlling parent Genting Bhd (GENT MK). 2/"  
[X Link](https://x.com/smartkarma/status/1978264590216724899) [@smartkarma](/creator/x/smartkarma) 2025-10-15T01:00Z 8206 followers, XXX engagements


"An early idea on Smartkarma a but now the discount has tightened considerably. And the price ration of HPAR to UOB is close to +3SD. Not sure if worth chasing here. FWIW if long deffo worth holding as a structure unwind is a likely outcome here. Not sure of chasing though. UOI is a better way to play if youre value oriented"  
[X Link](https://x.com/smartkarma/status/1979076107401048296) [@smartkarma](/creator/x/smartkarma) 2025-10-17T06:44Z 8205 followers, XXX engagements


"PopMart at Guangzhou Teemall packed"  
[X Link](https://x.com/smartkarma/status/1979109774584164862) [@smartkarma](/creator/x/smartkarma) 2025-10-17T08:58Z 8205 followers, XXX engagements