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

Smartkarma, a financial insights platform, has been actively posting updates on various stocks and companies. Recently, there have been notable developments around companies such as Temenos, whose shares sank XX% after Hindenburg announced a short position, and Pop Mart, which saw its shares increase by XXX% year-to-date. Additionally, there are updates on earnings alerts for companies like Thermo Fisher, Aramco, and Mastercard, as well as discussions around potential buy opportunities in stocks like BYD and Advantest.

### 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 -XX%
- X Month XXXXXX -XX%
- X Months XXXXXXX +24%
- 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 -XX%
- X Month XXX -XX%
- X Months XXXXX +2.50%
- 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 +0.09%
- X Month XXXXX +0.27%
- X Months XXXXX +3.90%
- X Year XXXXX +9.10%

### CreatorRank: XXXXXXXXX [#](/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

**Social category influence**
[finance](/list/finance)  XXXX% [stocks](/list/stocks)  XXX% [technology brands](/list/technology-brands)  XXXX% [countries](/list/countries)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  XXX% [automotive brands](/list/automotive-brands)  XXX% [vc firms](/list/vc-firms)  XXXX% [exchanges](/list/exchanges)  XXXX%

**Social topic influence**
[bank](/topic/bank) 3.33%, [if you](/topic/if-you) 2.5%, [taiwan](/topic/taiwan) #574, [ipo](/topic/ipo) #805, [$8303t](/topic/$8303t) #2, [$9896hk](/topic/$9896hk) #321, [$1530hk](/topic/$1530hk) 1.67%, [$googl](/topic/$googl) 1.67%, [alibaba](/topic/alibaba) #332, [investment](/topic/investment) XXXX%

**Top accounts mentioned or mentioned by**
[@mikefritzell](/creator/undefined) [@tradingarb](/creator/undefined) [@pranavb](/creator/undefined) [@finance_mint](/creator/undefined) [@raopranav](/creator/undefined) [@dailychartbook](/creator/undefined) [@tokyoturnrounds](/creator/undefined) [@kkrco](/creator/undefined) [@onecarlyle](/creator/undefined) [@blackstone](/creator/undefined) [@kalshi](/creator/undefined) [@philhk](/creator/undefined) [@kobeissiletter](/creator/undefined) [@firstadopter](/creator/undefined) [@davidjblenner](/creator/undefined) [@travislundyasia](/creator/undefined)

**Top assets mentioned**
[Alphabet Inc Class A (GOOGL)](/topic/$googl) [POP MART  (PMRTY)](/topic/pop-mart) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Rambus Inc (RMBS)](/topic/$rmbs) [Corning Incorporated (GLW)](/topic/$glw) [United Parcel Service, Inc. (UPS)](/topic/united-parcel-service) [UnitedHealth Group (UNH)](/topic/$unh) [Coldstack (CLS)](/topic/$cls) [F5 Inc (FFIV)](/topic/$ffiv) [Cameco Corporation (CCJ)](/topic/$ccj) [Celestica, Inc. (CLS)](/topic/cls-celestica-inc) [Mastercard, Inc. (MA)](/topic/$ma) [TJX Companies, Inc. (TJX)](/topic/$tjx) [Advanced Micro Devices (AMD)](/topic/advanced-micro-devices) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Keysight Technologies Inc (KEYS)](/topic/keysight-technologies-inc) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Zoom Video Communications Inc (ZM)](/topic/zoom-video-communications-inc) [KEYS (KEYS)](/topic/$keys) [Ulta Beauty Inc (ULTA)](/topic/ulta-beauty-inc) [Rubrik, Inc. (RBRK)](/topic/$rbrk) [Hewlett Packard Enterprise Co (HPE)](/topic/hewlett-packard-enterprise-co) [Docusign Inc (DOCU)](/topic/docusign-inc) [Cooper Companies, Inc. (COO)](/topic/$coo) [Target Corporation (TGT)](/topic/$tgt)
### Top Social Posts
Top posts by engagements in the last XX hours

"🚨BREAKING: SK HYNIX EXTENDS LOSS TO XX% AMID ASIA CHIP STOCKS SELLOFF $000660.KS"  
[X Link](https://x.com/smartkarma/status/1819241169110683800)  2024-08-02T05:17Z 8228 followers, 1440 engagements


"👀 Unicharm Indonesia 1x EBITDA"  
[X Link](https://x.com/smartkarma/status/1958478107926548573)  2025-08-21T10:35Z 8226 followers, 2182 engagements


"In Conclusion: "TOP TOY's spin-off is now firmed. I see MINISO trading at a XX% discount to NAV even if TOP TOY is priced at a similar metric to Pop Mart (9992 HK) suggesting TOP TOY's value is fully priced in" David Blennerhassett 5/"  
[X Link](https://x.com/smartkarma/status/1972828793820811584)  2025-09-30T01:00Z 8228 followers, XXX engagements


"Mandarin Oriental: big if true. Is value-up is becoming de rigueur across the Jardine group HK Land went up XX% in a straight line after a similar sale at Exchange Square in Apr 2025 (Hongkong Land (HKL SP) Recycles Nine Floors Of One Exchange Square. Read more: @MikeFritzell"  
[X Link](https://x.com/smartkarma/status/1972880197507752122)  2025-09-30T04:24Z 8229 followers, 5346 engagements


"Polysilicon vs $DQ"  
[X Link](https://x.com/smartkarma/status/1977911148209930544)  2025-10-14T01:35Z 8229 followers, XXX engagements


"🛎 US Pre-Market movers: $PYPL PayPal Holdings Inc +14.7% +12.4B $RMBS Rambus Inc -XXXX% -1.5B $CLS Celestica Inc +11.4% +4.6B $FFIV F5 Inc -XXX% -1.5B $GLW Corning Inc -XXX% -4.1B $UPS United Parcel Service Inc +12.1% +10.4B $UNH UnitedHealth Group Inc +4.7% +16.4B $CCJ Cameco Corp +15.6% +6.8B 👇🏻 See Smartkarma TL;DR to briefly understand why"  
[X Link](https://x.com/smartkarma/status/1983158272808116347)  2025-10-28T13:05Z 8230 followers, XXX engagements


"📈 Earnings Alert $MA - Mastercard 3Q Adj EPS Beats Estimates: Adj EPS $XXXX est $XXXX EPS $XXXX Net revenue $8.60b est $8.52b Operating margin XXXX% Cross-border volumes +15% est +14.3% Purchase volume +10%"  
[X Link](https://x.com/smartkarma/status/1983868347201823080)  2025-10-30T12:07Z 8229 followers, XXX engagements


"@tradingarb If you found this useful: Pls 💚 or 🔁 Follow us for updates 🙏 Smartkarma subs can continue reading: 6x"  
[X Link](https://x.com/smartkarma/status/1990223413072527745)  2025-11-17T01:00Z 8226 followers, XXX engagements


"📈 Earnings Alert $TJX - TJX 3Q Comparable Sales Beat Estimates: Comparable sales +5% vs. +3% y/y est +3.61% Marmaxx comparable sales +6% vs. +2% y/y est +3.63% HomeGoods comparable sales +5% vs. +3% y/y est +4.02%"  
[X Link](https://x.com/smartkarma/status/1991123002101301353)  2025-11-19T12:34Z 8231 followers, XXX engagements


"🧵Smartkarma #eventdriven #threadoftheday 3SBio (1530 HK)'s Spin-Off and Listing of Mandi Inc. David Blennerhassett -- $1530.HK 1/"  
[X Link](https://x.com/smartkarma/status/1992035319802413304)  2025-11-22T01:00Z 8230 followers, XXX engagements


"Pharma-Play 3SBio Inc (1530 HK) has announced the spin-off and listing of 87.16%-held Mandi (MANDI HK) on the HKEx. 2/"  
[X Link](https://x.com/smartkarma/status/1992035327448649865)  2025-11-22T01:00Z 8230 followers, XXX engagements


"📈 Earnings Alert $PRX.NA - Prosus 1H Adj Ebit Misses Estimates: Adj Ebit $250m vs. $60m y/y est $289.5m Operating profit $219m +66% y/y est $229m Consolidated revenue $3.62b +22% y/y est $3.57b"  
[X Link](https://x.com/smartkarma/status/1992843901456294167)  2025-11-24T06:33Z 8228 followers, XXX engagements


"🛎 US Pre-Market movers: $NVDA NVIDIA Corp -XXX% -184.1B $GOOGL Alphabet Inc +4.3% +178.1B $AMD Advanced Micro Devices Inc -XXX% -17.9B $AVGO Broadcom Inc +4.4% +8.1B $KEYS Keysight Technologies Inc +13.5% +4.7B $ZM Zoom Video Communications Inc +6.1% +1.6B 👇🏻 See Smartkarma TL;DR to briefly understand why"  
[X Link](https://x.com/smartkarma/status/1993319042237841426)  2025-11-25T14:01Z 8230 followers, XXX engagements


"🧵Smartkarma #eventdriven #threadoftheday Kioxia (285A JP) Placement: Limited Passive Buying & Big Runup Opens Up More Downside Brian Freitas @tradingarb -- $285A.JP 1/"  
[X Link](https://x.com/smartkarma/status/1993484873408167952)  2025-11-26T01:00Z 8231 followers, XXX engagements


"@tradingarb Bain Capital is looking to place 36m shares of Kioxia Holdings (285A JP) to overseas investors at a 7-9% discount to the last close of the stock. 2/"  
[X Link](https://x.com/smartkarma/status/1993484879636660237)  2025-11-26T01:00Z 8231 followers, XXX engagements


"🧵Smartkarma #bottomup #threadoftheday Alibaba (BABA 9988 HK): F2Q26 Up by XX% Excluding Disposals Ming Lu -- $9988.HK 1/"  
[X Link](https://x.com/smartkarma/status/1993560367642165610)  2025-11-26T06:00Z 8229 followers, XXX engagements


"🧵Smartkarma #eventdriven #threadoftheday Naver Financial and Dunamu Finalizes the Merger Ratio Douglas Kim -- $035420.KS 1/"  
[X Link](https://x.com/smartkarma/status/1993847260044800318)  2025-11-27T01:00Z 8228 followers, XXX engagements


"Fujikuras valuation has surged. But cable demand may be heading the other way. Michael Allen and @RaoPranav break down why faster chips dont always mean more cables. 📖 Read the full Insight: Disclaimer: Informational only. Not investment advice. #JapanEquities #AI #DataCenters #OpticalCables #EquityResearch $5803.T"  
[X Link](https://x.com/smartkarma/status/1993920984068571525)  2025-11-27T05:53Z 8228 followers, XXX engagements


"🚨 It is time for Smartkarma's Weekly Review (Don't forget to share) X. US vs Europe: 12m Fwd P/E by Sector (via @dailychartbook)"  
[X Link](https://x.com/smartkarma/status/1995689438698242428)  2025-12-02T03:00Z 8229 followers, 2221 engagements


"In Conclusion: "There's been a lot of enthusiasm for HK spin-offs of late such as Zijin Mining and MINISO. I'm not convinced Dongfeng Motor deserves similar accolades. I still think Dongfeng is trading full here" David Blennerhassett 5/"  
[X Link](https://x.com/smartkarma/status/1996746393386733993)  2025-12-05T01:00Z 8229 followers, XXX engagements


"📈 Earnings Alert $AIR.FP - Airbus Nov. Aircraft Deliveries XX Jets: Aircraft deliveries XX jets Aircraft deliveries YTD XXX jets Aircraft gross orders XX jets"  
[X Link](https://x.com/smartkarma/status/1996842707512447025)  2025-12-05T07:22Z 8224 followers, XXX engagements


"🛎 US Pre-Market movers: $COO Cooper Companies Inc +13.5% +2.3B $ULTA Ulta Beauty Inc +7.2% +2.0B $RBRK Rubrik Inc +18.1% +2.7B $HPE Hewlett Packard Enterprise Co -XXX% -2.6B $DOCU DocuSign Inc -XXX% -1.1B 👇🏻 See Smartkarma TL;DR to briefly understand why"  
[X Link](https://x.com/smartkarma/status/1996944760117121358)  2025-12-05T14:08Z 8230 followers, XXX engagements


"@MikeFritzell @firstadopter No one needs to search to go to Gemini"  
[X Link](https://x.com/smartkarma/status/1996952994039136633)  2025-12-05T14:41Z 8226 followers, XXX engagements


"🚨BREAKING: SWISS GOVERNMENT SET TO SOFTEN SOME UBS CAPITAL RULES: REUTERS $UBSG.SW"  
[X Link](https://x.com/smartkarma/status/1996976189173575916)  2025-12-05T16:13Z 8228 followers, XXX engagements


"🧵Smartkarma #bottomup #threadoftheday 2026 High Conviction: Short NIO (NIO US/9866 HK) Arun George -- $NIO.US 1/"  
[X Link](https://x.com/smartkarma/status/1997909024982118589)  2025-12-08T06:00Z 8231 followers, XXX engagements


"NIO (NIO US) is a Chinese premium electric vehicle manufacturer listed on three exchanges. 2/"  
[X Link](https://x.com/smartkarma/status/1997909031688777848)  2025-12-08T06:00Z 8230 followers, XX engagements


"In Conclusion: "4Q deliveries guidance was below expectations and the sales momentum is declining. Breakeven targets are likely to be pushed out. The valuation is full." Arun George 5/"  
[X Link](https://x.com/smartkarma/status/1997909051443986832)  2025-12-08T06:00Z 8229 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/1997909053960556641)  2025-12-08T06:00Z 8231 followers, XXX engagements


"🧵Smartkarma #TMT #threadoftheday Taiwan Dual-Listings Monitor: TSMC & UMC Spreads at Historically Rare Levels Vincent Fernando CFA -- $TSM.US 1/"  
[X Link](https://x.com/smartkarma/status/1997969419788763256)  2025-12-08T10:00Z 8228 followers, XXX engagements


"In Conclusion: "We analyze the premium and discount levels of dual-listed Taiwan companies suggesting potential spread trading levels based on historical trends." Vincent Fernando CFA 5/"  
[X Link](https://x.com/smartkarma/status/1997969447144091955)  2025-12-08T10:00Z 8231 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/1997969449694224534)  2025-12-08T10:00Z 8229 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)  2025-09-10T03:03Z 8227 followers, XXX engagements


"🎯 Price ratio of closely correlated HoldCo/Subsidiary pair Indofood Sukses Makmur Tbk P/Indofood Cbp Sukses Makmur Tbk is near +2 s.d. Scores Actionability 3: room for price ratio to mean-revert Investability 3: fairly liquid pair 🔒 For Subs:"  
[X Link](https://x.com/smartkarma/status/1993843667770200361)  2025-11-27T00:45Z 8229 followers, XXX engagements


"🔓 Free Research Previews  Indofood Sukses Makmur Tbk P $INDF.IJ: Indofood Cbp Sukses Makmur Tbk $ICBP.IJ: 🔍 Access Smartkarma's premium tools & features here:"  
[X Link](https://x.com/smartkarma/status/1993843670299430998)  2025-11-27T00:45Z 8229 followers, XXX engagements


"🟢 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)  2023-05-30T19:32Z 8227 followers, 9878 engagements


"In Conclusion: "Stick to a basket of Hong Kong-focused REITs. I'd tilt to those HK-REITs which are not XXX% exposed to the office-space such as Link REIT (823 HK) Champion REIT (2778 HK) and Sunlight REIT (435 HK)" David Blennerhassett 5/"  
[X Link](https://x.com/smartkarma/status/1783299951776366965)  2024-04-25T01:00Z 8227 followers, XXX 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)  2025-08-20T13:21Z 8227 followers, 1832 engagements


"🧵Smartkarma #eventdriven #threadoftheday SBI Shinsei Bank (8303 JP) IPO: TPX Add in Jan; Global Index: One in May; One in June Brian Freitas @tradingarb -- $8303.JP 1/"  
[X Link](https://x.com/smartkarma/status/1990223384664576020)  2025-11-17T01:00Z 8227 followers, XXX engagements


"@tradingarb In Conclusion: "The SBI Shinsei Bank IPO could raise up to US$2.38bn valuing the company at US$8.34bn. Topix inclusion in Jan MGlobal possibly in May. FGlobal Fast Entry requires disclosures and could be close." Brian Freitas 5/"  
[X Link](https://x.com/smartkarma/status/1990223410539167873)  2025-11-17T01:00Z 8227 followers, XXX engagements


""The SBI Shinsei Bank IPO could raise up to US$2.38bn valuing the company at US$8.34bn. Topix inclusion in Jan MGlobal possibly in May. FGlobal Fast Entry requires disclosures and could be close." 👉🏻 Read more: 🗨 Platform support for more languages coming soon"  
[X Link](https://x.com/smartkarma/status/1991869470290403526)  2025-11-21T14:01Z 8227 followers, XXX engagements


"🛎 US Pre-Market movers: $NVO Novo Nordisk A/S -XXXX% -15.9B $GOOGL Alphabet Inc +4.2% +161.9B $BIDU Baidu Inc +4.0% +12.9B $BMY Bristol-Myers Squibb Co +4.2% +4.1B $BIIB Biogen Inc +4.8% +1.3B $BABA Alibaba Group Holding Ltd +4.1% +126.9B 👇🏻 See Smartkarma TL;DR to briefly understand why"  
[X Link](https://x.com/smartkarma/status/1992959097281585212)  2025-11-24T14:10Z 8227 followers, 2907 engagements


"🧵Smartkarma #eventdriven #threadoftheday Qube (QUB AU): Macquarie's Lobs NBIO David Blennerhassett -- $QUB.AU 1/"  
[X Link](https://x.com/smartkarma/status/1993122485727068633)  2025-11-25T01:00Z 8227 followers, XXX engagements


"🛎 US Pre-Market movers: $CPNG Coupang Inc -XXX% -2.4B $SNPS Synopsys Inc +7.6% +5.2B $XPEV Xpeng Inc -XXX% -1.2B $COIN Coinbase Global Inc -XXX% -2.8B $ACN Accenture PLC +3.3% +5.8B 👇🏻 See Smartkarma TL;DR to briefly understand why"  
[X Link](https://x.com/smartkarma/status/1995496084756644334)  2025-12-01T14:11Z 8227 followers, XXX engagements


"The Taiwan Monthly Revenue Monitor is now live. ✔ Instant trends across sectors ✔ YoY/MoM signals ✔ Clean investor-ready dashboards No noise - just data that moves markets. 👉 #Taiwan #SupplyChain #Semiconductors #TechHardware #Smartkarma #Data"  
[X Link](https://x.com/smartkarma/status/1998203443215769969)  2025-12-09T01:30Z 8227 followers, XXX engagements