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[@RJResearch](/creator/twitter/RJResearch)
"Rick Patel published "Softlines and Digital2Q25 Preview: FX Tailwinds;" with updated tariff estimates for his space the beneficiaries of US dollar weakness valuations and individual stock calls for $DECK $ONON $TPR and $ETSY"  
![@RJResearch Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1055892935038984192.png) [@RJResearch](/creator/x/RJResearch) on [X](/post/tweet/1947741445038670225) 2025-07-22 19:32:02 UTC 1617 followers, XXX engagements


"Insurance analyst Wilma Burdis published on $BHF "WSJ Reports BHF in Exclusive Talks with Aquarian" with the article saying a deal could be completed in the coming weeks"  
![@RJResearch Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1055892935038984192.png) [@RJResearch](/creator/x/RJResearch) on [X](/post/tweet/1945480058446942360) 2025-07-16 13:46:05 UTC 1615 followers, XXX engagements


"Buck Horne published on PulteGroup Inc. $PHM following earnings that showed upside performance as a function of "PHM's diversified customer demographics balanced geographies and highly disciplined capital allocation.""  
![@RJResearch Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1055892935038984192.png) [@RJResearch](/creator/x/RJResearch) on [X](/post/tweet/1948088692666409025) 2025-07-23 18:31:52 UTC 1617 followers, XX engagements


"Josh Beck published $GOOG "AI Mega Capex CycleA New Era" following a strong top-line beat driven by search/cloud that suggests improving AI monetization"  
![@RJResearch Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1055892935038984192.png) [@RJResearch](/creator/x/RJResearch) on [X](/post/tweet/1948466362495496199) 2025-07-24 19:32:36 UTC 1617 followers, XX engagements


"Gary Nachman published "BioPharmaAssessing Evolving Dynamics at FDA: Feedback from Regulatory Consultants on Leadership Culture and Process" focusing on leadership changes at FDA and potential impact on timely approval for companies such as $LENZ $IONS and $SRRK"  
![@RJResearch Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1055892935038984192.png) [@RJResearch](/creator/x/RJResearch) on [X](/post/tweet/1942928214784897428) 2025-07-09 12:45:58 UTC 1615 followers, XXX engagements


"Tyler Brown published $CWST "Notes From the Road" with discussion of the M&A pipeline with some focus on the mid-Atlantic seasonality & RNG EBITDA"  
![@RJResearch Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1055892935038984192.png) [@RJResearch](/creator/x/RJResearch) on [X](/post/tweet/1933559332152451511) 2025-06-13 16:17:23 UTC 1615 followers, XXX engagements


"Gary Nachman published "BioPharmaKey Insights From KOL Call on Several Areas of Interest in Immunology Allergy and Asthma" following his investor call with a high-volume Allergist-Immunologist with takeaways for $ADMA $IONS $AQST $EPRX and $AMGN"  
![@RJResearch Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1055892935038984192.png) [@RJResearch](/creator/x/RJResearch) on [X](/post/tweet/1940411455989280885) 2025-07-02 14:05:16 UTC 1617 followers, 1039 engagements


"Internet analyst Andrew Marok published his 2Q25 Digital Media Preview: $NFLX $SPOT $MTCH $GRND $BMBL $SEAT $WBTN"  
![@RJResearch Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1055892935038984192.png) [@RJResearch](/creator/x/RJResearch) on [X](/post/tweet/1945129130103550331) 2025-07-15 14:31:38 UTC 1617 followers, XXX engagements


"Simon Leopold published "Data InfrastructureIced Coffee Talks for the July 4th Edition" presenting his review of investor sentiment and his takes for his most discussed stocks over the past XX days. $ANET $CIEN $CSCO $COHR $LITE $NOK"  
![@RJResearch Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1055892935038984192.png) [@RJResearch](/creator/x/RJResearch) on [X](/post/tweet/1942214836953231511) 2025-07-07 13:31:16 UTC 1617 followers, XXX engagements


"Refining analyst Justin Jenkins published on Independent Refiners with a very steep recovery (+80% on average) in refining stocks since the "Liberation Day" lows he reflects oh his views on the new risk/reward outlook. $DINO $MPC $CVI"  
![@RJResearch Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1055892935038984192.png) [@RJResearch](/creator/x/RJResearch) on [X](/post/tweet/1945129128241303588) 2025-07-15 14:31:37 UTC 1615 followers, XXX engagements


"RJ Banks analyst Michael Rose published on Amerant Bancorp $AMTB following 1Q25 results that fell short of our forecasts/consensus on a core EPS basis as credit headwinds are persisting"  
![@RJResearch Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1055892935038984192.png) [@RJResearch](/creator/x/RJResearch) on [X](/post/tweet/1915444041329659960) 2025-04-24 16:33:41 UTC 1617 followers, XXX engagements


"Leisure Products analyst Joe Altobello published his $HOG and $PII "2Q25 Dealer Surveys" indicating sales continued to decline in 2Q on weak consumer sentiment and heightened macro uncertainty but were improved from 1Q"  
![@RJResearch Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1055892935038984192.png) [@RJResearch](/creator/x/RJResearch) on [X](/post/tweet/1943675723761262870) 2025-07-11 14:16:18 UTC 1615 followers, XXX engagements


"Wilma Burdis published $GL "2Q25 EPS Beat on Improving Health; Raised 2025 EPS Guide by 5%" with adj'd EPS beating RJe/consensus with share repurchase above Wilma's estimate"  
![@RJResearch Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1055892935038984192.png) [@RJResearch](/creator/x/RJResearch) on [X](/post/tweet/1948466366446493756) 2025-07-24 19:32:37 UTC 1618 followers, XXX engagements


"Andrew Marok published "Digital MediaInteractive Entertainment 2Q25 Quarterly Preview" with $EA kicking off earnings on 6/29 followed by $RBLX on 7/31 & $TTWO on 8/7 with his view of the setups going into those reports with high expectations for RBLX"  
![@RJResearch Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1055892935038984192.png) [@RJResearch](/creator/x/RJResearch) on [X](/post/tweet/1948036354970960235) 2025-07-23 15:03:54 UTC 1617 followers, XXX engagements


"Sean McCutcheon initiated coverage on two prominent masked TCE players. $JANX is developing masked T-cell engagers to treat several cancer types. $VIR combines antibody based therapeutics and immunologic technologies to treat and prevent cancer and infectious diseases"  
![@RJResearch Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1055892935038984192.png) [@RJResearch](/creator/x/RJResearch) on [X](/post/tweet/1943732436719820968) 2025-07-11 18:01:40 UTC 1615 followers, XXX engagements


"Biotech analyst Gary Nachmann published on both $ANIP "Mgmt. Meetings Convey Key Fundamental Drivers Trending Positively; Valuation Seems Attractive" and $SRRK "Apitegromab POC Data in Obesity Delivers & Could Drive Upside Focus Remains SMA & Rare Neuro""  
![@RJResearch Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1055892935038984192.png) [@RJResearch](/creator/x/RJResearch) on [X](/post/tweet/1936035801281786048) 2025-06-20 12:17:59 UTC 1615 followers, XXX engagements


"Frank Louthan published on Uniti Group $UNIT with his sum-of-the-parts analysis that he believes is "not yet apparent to the Street" based on his belief that the Windstream merger can close in the very near term"  
![@RJResearch Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1055892935038984192.png) [@RJResearch](/creator/x/RJResearch) on [X](/post/tweet/1947303415291265091) 2025-07-21 14:31:28 UTC 1617 followers, XXX engagements


"Danny Tamayo published on $MBWM following release of 2Q results where core trends were favorable with much stronger fees & stable credit trends fueling upside to results along with announcement of the acquisition of Eastern Michigan Financial Corp. (EFIN)"  
![@RJResearch Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1055892935038984192.png) [@RJResearch](/creator/x/RJResearch) on [X](/post/tweet/1948466358359838876) 2025-07-24 19:32:35 UTC 1617 followers, XX engagements


"Brian Gesuale published $CGNX "Investor Day Takeaways" with focus on the long-term financial model leading products & demos for Logistics Packing and Auto end markets and emphasis on the OneVision software launch their machine-vision training platform"  
![@RJResearch Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1055892935038984192.png) [@RJResearch](/creator/x/RJResearch) on [X](/post/tweet/1933185533745721741) 2025-06-12 15:32:02 UTC 1617 followers, XXX engagements


"Ed Mills published "Washington PolicyAI Action Plan Unleashed: U.S. Tech Goes on the Global Offensive" marking a reset in US tech policy aiming to accelerate US AI leadership"  
![@RJResearch Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1055892935038984192.png) [@RJResearch](/creator/x/RJResearch) on [X](/post/tweet/1948466367167893824) 2025-07-24 19:32:37 UTC 1616 followers, XX engagements


"Greg Peters published on $PGR "Updated Scenario Analysis; Raising EPS Estimates." with his analysis of PGR's positioning to issue special dividends in '26 & '27 along with his valuation analysis of the stock"  
![@RJResearch Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1055892935038984192.png) [@RJResearch](/creator/x/RJResearch) on [X](/post/tweet/1948036354756984945) 2025-07-23 15:03:54 UTC 1617 followers, XX engagements


"Ric Prentiss published "CarriersTMUS/USM: Deals Appear to Be Almost D(EI)one" on his expectation that recent $TMUS letters to the FCC could mean FCC approval of the $USM and Metronet deals will be coming soon"  
![@RJResearch Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1055892935038984192.png) [@RJResearch](/creator/x/RJResearch) on [X](/post/tweet/1943303000308507029) 2025-07-10 13:35:14 UTC 1617 followers, XXX engagements


"Application Software analyst Brian Peterson and Alex Sklar published on $MANH "Mid-Year Update Why We Like the Case for an Acceleration" as they like the tactical setup with shares looking attractive. Partner checks show no deterioration in demand"  
![@RJResearch Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1055892935038984192.png) [@RJResearch](/creator/x/RJResearch) on [X](/post/tweet/1945812117837226002) 2025-07-17 11:45:34 UTC 1617 followers, XXX engagements


"Andrew Cooper published "Diagnostic & Clinical LabsPreviewing Exact's Blood Readout: Scenarios Probabilities and Predictions" in an attempt to offer contest and framing for the upcoming blood-based CRC screening readout from $EXAS"  
![@RJResearch Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1055892935038984192.png) [@RJResearch](/creator/x/RJResearch) on [X](/post/tweet/1948036354681585742) 2025-07-23 15:03:54 UTC 1615 followers, XXX engagements


"Gary Nachman published $IONS "Improving Stock Set-Up; Solid Execution Advancing Portfolio Good Risk/Reward on NT Drivers" following IONS' positive corporate update following its annual stockholders meeting"  
![@RJResearch Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1055892935038984192.png) [@RJResearch](/creator/x/RJResearch) on [X](/post/tweet/1932079750329098376) 2025-06-09 14:18:03 UTC 1615 followers, 1434 engagements


"Brian Peterson published on $MANH "Bulls are Running Pamplona in Sight."following 2Q25 results that reflected a much stronger than expected RPO figure with his take that the beat manifested conservatism with his further views of earnings cadence"  
![@RJResearch Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1055892935038984192.png) [@RJResearch](/creator/x/RJResearch) on [X](/post/tweet/1948088689092923400) 2025-07-23 18:31:51 UTC 1617 followers, XX engagements


"Business Development Company (BDC) analyst Robert Dodd initiated coverage of Carlyle Secured Lending $CGBD with shares currently yielding XXXX% on a base dividend basis compared to the equity weighted average forward industry dividend yield of 10.8%"  
![@RJResearch Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1055892935038984192.png) [@RJResearch](/creator/x/RJResearch) on [X](/post/tweet/1945812117757583846) 2025-07-17 11:45:34 UTC 1616 followers, XXX engagements


"Packaging analyst Matt Roberts published his 2Q25 preview seeing a slightly more conservative volume approach with end market exposures in his universe largely lacking any meaningful inflection; volume trims are mostly offset by FX tailwinds. $GPK $SLGN $GEF"  
![@RJResearch Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1055892935038984192.png) [@RJResearch](/creator/x/RJResearch) on [X](/post/tweet/1945132887675699353) 2025-07-15 14:46:33 UTC 1615 followers, XXX engagements


"Justin Jenkins published $DAR "2Q25 Preview: Adjusting Estimates; Brighter 2H25 as Regulatory Backdrop Likely Improves" with commentary on the legacy business lines (Feed/Food) and the advantages the drive for the sustainable fuels business"  
![@RJResearch Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1055892935038984192.png) [@RJResearch](/creator/x/RJResearch) on [X](/post/tweet/1947741446481596427) 2025-07-22 19:32:02 UTC 1617 followers, XXX engagements


"Sean McCutcheon Ryan Deschner & Gary Nachman published "BiotechnologyKey Takeaways from Raymond James Therapeutics Symposium" with covered company discussion including $BMY $REGN $RVMD $BDTX $CMPX $JNJ $ETNB $VKTX $AMGN $SRRK $VERU & $ABBV"  
![@RJResearch Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1055892935038984192.png) [@RJResearch](/creator/x/RJResearch) on [X](/post/tweet/1927754025685889246) 2025-05-28 15:49:10 UTC 1616 followers, 1048 engagements


"Robert Dodd initiated coverage of Jefferson Capital $JCAP with analysis of the firm's low leverage efficient collection model and their heavy focus on the currently more attractive US market"  
![@RJResearch Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1055892935038984192.png) [@RJResearch](/creator/x/RJResearch) on [X](/post/tweet/1947367935174983939) 2025-07-21 18:47:50 UTC 1617 followers, XXX engagements


"Tyler Brown published $FDX "Notes from the Road" with focus on FDX's efforts to garner $4B in savings from its DRIVE initiative and another $2B in Network XXX savings along with discussion of its spin of FedEx Freight in mid '26"  
![@RJResearch Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1055892935038984192.png) [@RJResearch](/creator/x/RJResearch) on [X](/post/tweet/1948466362512224305) 2025-07-24 19:32:36 UTC 1616 followers, XX engagements


"Telecoms analyst Frank Louthan published his takeaways from the Raymond James-hosted Private Data Center Symposium in NYC where he sees solid demand across the board stable pricing and robust bookings demand"  
![@RJResearch Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1055892935038984192.png) [@RJResearch](/creator/x/RJResearch) on [X](/post/tweet/1945812117245878521) 2025-07-17 11:45:34 UTC 1617 followers, XX engagements