[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.] [@RJResearch](/creator/twitter/RJResearch) "Diagnostics & Clinical Laboratories analyst Andrew Cooper published on $CDNA "Sizing the Impact of the New Draft LCD in Light of Sharp Selloff" as shares closed off XX% after draft put limits on surveillance testing with doubts on HeartCare combined reimbursement"  [@RJResearch](/creator/x/RJResearch) on [X](/post/tweet/1946280762006704616) 2025-07-18 18:47:48 UTC 1612 followers, XXX engagements "Washington Policy analyst Ed Mills provided an update on the U.S. China relationship tenor: U.S. greenlighting export licenses for $NVDA H20 China clearing hurdle for Synopsys-Anys merger and rare earth minerals"  [@RJResearch](/creator/x/RJResearch) on [X](/post/tweet/1945510214817493128) 2025-07-16 15:45:55 UTC 1611 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](/creator/x/RJResearch) on [X](/post/tweet/1945480058446942360) 2025-07-16 13:46:05 UTC 1612 followers, XXX engagements "Brian Vaccaro published his 2Q restaurant preview expecting generally better than expected top-line from casual dining & select fast casual soft/mixed results within QSR segment and generally favorable QTD commentary for July. $SHAK $FWRG"  [@RJResearch](/creator/x/RJResearch) on [X](/post/tweet/1945812117229044127) 2025-07-17 11:45:34 UTC 1611 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](/creator/x/RJResearch) on [X](/post/tweet/1942928214784897428) 2025-07-09 12:45:58 UTC 1612 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](/creator/x/RJResearch) on [X](/post/tweet/1933559332152451511) 2025-06-13 16:17:23 UTC 1611 followers, XX engagements "Ric Prentiss Frank Louthan & Brent Penter published "TMTDIS/CMCSA Theme Parks - Takeaways From Our Second Annual Walk in the Parks' Survey" analyzing responses from Disney "superfans" and a broader segment of the general population. $DIS $CMCSA"  [@RJResearch](/creator/x/RJResearch) on [X](/post/tweet/1943302986136015243) 2025-07-10 13:35:11 UTC 1612 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](/creator/x/RJResearch) on [X](/post/tweet/1940411455989280885) 2025-07-02 14:05:16 UTC 1611 followers, XXX engagements "Internet analyst Andrew Marok published his 2Q25 Digital Media Preview: $NFLX $SPOT $MTCH $GRND $BMBL $SEAT $WBTN"  [@RJResearch](/creator/x/RJResearch) on [X](/post/tweet/1945129130103550331) 2025-07-15 14:31:38 UTC 1611 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](/creator/x/RJResearch) on [X](/post/tweet/1942214836953231511) 2025-07-07 13:31:16 UTC 1611 followers, XXX engagements "Wilma Burdis published $BHF "The House Appears Bright" with an update on the final two bidders named in a recent article and her take on why "the right consortium" could be a good solution to acquire BHF"  [@RJResearch](/creator/x/RJResearch) on [X](/post/tweet/1942924445154214204) 2025-07-09 12:31:00 UTC 1612 followers, XXX engagements "Transports analysts Tyler Brown and David Hicks published their Transport Stat "The Railroad "Merger Puzzle" Heating Up; Our Thoughts + Fun With Maps" $CSX $UNP $NSC"  [@RJResearch](/creator/x/RJResearch) on [X](/post/tweet/1946189722461634702) 2025-07-18 12:46:02 UTC 1611 followers, XXX engagements "Ric Prentiss recapped a busy week for $TMUS "TMUS/USM: 7/11=Free Slurpees and FCC Approvals (USM/TMUS Metronet/TMUS Intelsat/SES). Is $PARA next" and sees this finishing the regulatory review process and thinks $USM deal can close 8/1"  [@RJResearch](/creator/x/RJResearch) on [X](/post/tweet/1944762860627747247) 2025-07-14 14:16:12 UTC 1611 followers, XXX engagements "Banks analyst Mike Rose published on $SNV "2Q25 Follow-Up: Still Room to Run" after the company beat his/consensus estimates as loan growth momentum progress on fee income and de-risking efforts all seeming underappreciated"  [@RJResearch](/creator/x/RJResearch) on [X](/post/tweet/1946189722411286750) 2025-07-18 12:46:02 UTC 1612 followers, XX 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](/creator/x/RJResearch) on [X](/post/tweet/1947303415291265091) 2025-07-21 14:31:28 UTC 1612 followers, XXX engagements "Banks analyst Joe Yanchunis initiated coverage of Cass Information Systems $CASS "Fundamental Setup Poised to Drive EPS Growth""  [@RJResearch](/creator/x/RJResearch) on [X](/post/tweet/1945132888292212748) 2025-07-15 14:46:34 UTC 1612 followers, XXX engagements "TMT analyst Brent Penter published on $LION "Legendary LION Apollo-Backed Legendary Studios Reportedly Considering Bid for Lionsgate" after shares were up XX% on the news just before Friday's market close. Brent sees LION as a logical and digestible candidate"  [@RJResearch](/creator/x/RJResearch) on [X](/post/tweet/1944762857666515350) 2025-07-14 14:16:11 UTC 1612 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](/creator/x/RJResearch) on [X](/post/tweet/1945812117837226002) 2025-07-17 11:45:34 UTC 1612 followers, XXX engagements "John Ransom on $EHC after a NYT article cited XX pts w/ adverse outcomes at EHC rehabs & stats about lower than avg. quality while he thinks the article cherry picks some negative outliers for a company w/ track record of quality & outcome data far-exceeding industry"  [@RJResearch](/creator/x/RJResearch) on [X](/post/tweet/1945480054743482470) 2025-07-16 13:46:04 UTC 1611 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](/creator/x/RJResearch) on [X](/post/tweet/1945812117757583846) 2025-07-17 11:45:34 UTC 1611 followers, XX 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](/creator/x/RJResearch) on [X](/post/tweet/1945132887675699353) 2025-07-15 14:46:33 UTC 1611 followers, XX 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](/creator/x/RJResearch) on [X](/post/tweet/1927754025685889246) 2025-05-28 15:49:10 UTC 1611 followers, 1046 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](/creator/x/RJResearch) on [X](/post/tweet/1945812117245878521) 2025-07-17 11:45:34 UTC 1612 followers, XX engagements "Olivia Tong published "Beauty Personal Care & Household Products2Q25 Earnings Preview" with expectations for mixed earnings season across her coverage with slowing growth in HPCand weaker demand in Home Goods with improving Beauty momentum"  [@RJResearch](/creator/x/RJResearch) on [X](/post/tweet/1947303415442227686) 2025-07-21 14:31:28 UTC 1612 followers, XX engagements "Andrew Marok published "Digital MediaCollege Basketball TAM Analysis Suggests 'Madness' as EA TTWO Compete for Their 'One Shining Moment'" with his analysis of the collegiate sports and basketball landscape. $EA $TTWO"  [@RJResearch](/creator/x/RJResearch) on [X](/post/tweet/1942218757679595782) 2025-07-07 13:46:51 UTC 1611 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.]
@RJResearch
"Diagnostics & Clinical Laboratories analyst Andrew Cooper published on $CDNA "Sizing the Impact of the New Draft LCD in Light of Sharp Selloff" as shares closed off XX% after draft put limits on surveillance testing with doubts on HeartCare combined reimbursement"
@RJResearch on X 2025-07-18 18:47:48 UTC 1612 followers, XXX engagements
"Washington Policy analyst Ed Mills provided an update on the U.S. China relationship tenor: U.S. greenlighting export licenses for $NVDA H20 China clearing hurdle for Synopsys-Anys merger and rare earth minerals" @RJResearch on X 2025-07-16 15:45:55 UTC 1611 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 on X 2025-07-16 13:46:05 UTC 1612 followers, XXX engagements
"Brian Vaccaro published his 2Q restaurant preview expecting generally better than expected top-line from casual dining & select fast casual soft/mixed results within QSR segment and generally favorable QTD commentary for July. $SHAK $FWRG" @RJResearch on X 2025-07-17 11:45:34 UTC 1611 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 on X 2025-07-09 12:45:58 UTC 1612 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 on X 2025-06-13 16:17:23 UTC 1611 followers, XX engagements
"Ric Prentiss Frank Louthan & Brent Penter published "TMTDIS/CMCSA Theme Parks - Takeaways From Our Second Annual Walk in the Parks' Survey" analyzing responses from Disney "superfans" and a broader segment of the general population. $DIS $CMCSA" @RJResearch on X 2025-07-10 13:35:11 UTC 1612 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 on X 2025-07-02 14:05:16 UTC 1611 followers, XXX engagements
"Internet analyst Andrew Marok published his 2Q25 Digital Media Preview: $NFLX $SPOT $MTCH $GRND $BMBL $SEAT $WBTN" @RJResearch on X 2025-07-15 14:31:38 UTC 1611 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 on X 2025-07-07 13:31:16 UTC 1611 followers, XXX engagements
"Wilma Burdis published $BHF "The House Appears Bright" with an update on the final two bidders named in a recent article and her take on why "the right consortium" could be a good solution to acquire BHF" @RJResearch on X 2025-07-09 12:31:00 UTC 1612 followers, XXX engagements
"Transports analysts Tyler Brown and David Hicks published their Transport Stat "The Railroad "Merger Puzzle" Heating Up; Our Thoughts + Fun With Maps" $CSX $UNP $NSC" @RJResearch on X 2025-07-18 12:46:02 UTC 1611 followers, XXX engagements
"Ric Prentiss recapped a busy week for $TMUS "TMUS/USM: 7/11=Free Slurpees and FCC Approvals (USM/TMUS Metronet/TMUS Intelsat/SES). Is $PARA next" and sees this finishing the regulatory review process and thinks $USM deal can close 8/1" @RJResearch on X 2025-07-14 14:16:12 UTC 1611 followers, XXX engagements
"Banks analyst Mike Rose published on $SNV "2Q25 Follow-Up: Still Room to Run" after the company beat his/consensus estimates as loan growth momentum progress on fee income and de-risking efforts all seeming underappreciated" @RJResearch on X 2025-07-18 12:46:02 UTC 1612 followers, XX 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 on X 2025-07-21 14:31:28 UTC 1612 followers, XXX engagements
"Banks analyst Joe Yanchunis initiated coverage of Cass Information Systems $CASS "Fundamental Setup Poised to Drive EPS Growth"" @RJResearch on X 2025-07-15 14:46:34 UTC 1612 followers, XXX engagements
"TMT analyst Brent Penter published on $LION "Legendary LION Apollo-Backed Legendary Studios Reportedly Considering Bid for Lionsgate" after shares were up XX% on the news just before Friday's market close. Brent sees LION as a logical and digestible candidate" @RJResearch on X 2025-07-14 14:16:11 UTC 1612 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 on X 2025-07-17 11:45:34 UTC 1612 followers, XXX engagements
"John Ransom on $EHC after a NYT article cited XX pts w/ adverse outcomes at EHC rehabs & stats about lower than avg. quality while he thinks the article cherry picks some negative outliers for a company w/ track record of quality & outcome data far-exceeding industry" @RJResearch on X 2025-07-16 13:46:04 UTC 1611 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 on X 2025-07-17 11:45:34 UTC 1611 followers, XX 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 on X 2025-07-15 14:46:33 UTC 1611 followers, XX 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 on X 2025-05-28 15:49:10 UTC 1611 followers, 1046 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 on X 2025-07-17 11:45:34 UTC 1612 followers, XX engagements
"Olivia Tong published "Beauty Personal Care & Household Products2Q25 Earnings Preview" with expectations for mixed earnings season across her coverage with slowing growth in HPCand weaker demand in Home Goods with improving Beauty momentum" @RJResearch on X 2025-07-21 14:31:28 UTC 1612 followers, XX engagements
"Andrew Marok published "Digital MediaCollege Basketball TAM Analysis Suggests 'Madness' as EA TTWO Compete for Their 'One Shining Moment'" with his analysis of the collegiate sports and basketball landscape. $EA $TTWO" @RJResearch on X 2025-07-07 13:46:51 UTC 1611 followers, XXX engagements