[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](/creator/twitter/manatmadaan) "@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](/creator/x/manatmadaan) on [X](/post/tweet/1947763395698241989) 2025-07-22 20:59:15 UTC XXX followers, XX engagements "@ValuSeeker20 I agree if anything from last night $GOOGL call it was more positive for $RDDT. To be fair if $RDDT is not moving on search headlines ill take it as long as street focuses on fundamentals and growth"  [@manatmadaan](/creator/x/manatmadaan) on [X](/post/tweet/1948422627305120213) 2025-07-24 16:38:48 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](/creator/x/manatmadaan) on [X](/post/tweet/1946632445140389995) 2025-07-19 18:05:16 UTC XXX followers, XX 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](/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 $AZO Patience and discipline. Find the high-quality names. Wait for your price. Make sure the storys still intact. Thats the game"  [@manatmadaan](/creator/x/manatmadaan) on [X](/post/tweet/1938595966027960348) 2025-06-27 13:51:10 UTC XXX followers, 1231 engagements "$CHE likely trades higher after earnings nxt week. My takes: i) very little sell side coverage so no one coming to defend medicare cap issue temporary once mgmt. talks expect easing of concerns ii) look at $CHE history theyve been opportunistic on buyback at these levels"  [@manatmadaan](/creator/x/manatmadaan) on [X](/post/tweet/1948784208446419296) 2025-07-25 16:35:36 UTC XXX followers, XX engagements "@StatRiley Theres always cooling off on names that have run plus there was rotation into meme/laggard. Ive been following $UBER $TSLA Waymo threat long enough to understand that $TSLA bad report is good for $UBER"  [@manatmadaan](/creator/x/manatmadaan) on [X](/post/tweet/1948391810868322541) 2025-07-24 14:36:21 UTC XXX followers, XX engagements "$GOOGL gangbuster numbers if you ask me. Stock rarely trades higher before the call. If Im picking problems as a bear maybe capex guide increased by $10B. But then GCP is capacity constrained and winning major customers as a bull I dont mind. Will comeback after call"  [@manatmadaan](/creator/x/manatmadaan) on [X](/post/tweet/1948115188206702915) 2025-07-23 20:17:09 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](/creator/x/manatmadaan) on [X](/post/tweet/1947658055006515598) 2025-07-22 14:00:40 UTC XXX followers, XXX engagements "Some movements that surprised me today: $RDDT : expected it to trade higher on $GOOGL search being so strong. I mean if bear thesis was search slowdown this makes less sense $UBER: just up on $TSLA sucking Lol ill take it but again less sense"  [@manatmadaan](/creator/x/manatmadaan) on [X](/post/tweet/1948383772610572479) 2025-07-24 14:04:25 UTC XXX followers, XXX engagements "@Next100Baggers @thexcapitalist reading 13Fs and taking tactical positions are seriously flawed. For all u know that hedge fund already sold out and you don't know what their thesis/play is on a setup. Do ur own Due diligence and believe"  [@manatmadaan](/creator/x/manatmadaan) on [X](/post/tweet/1948478813136191930) 2025-07-24 20:22:04 UTC XXX followers, XXX engagements "Hear me out on $KVUE: it gets acquired in next few months. I) a covenant in 10K restricts any deals to happen before aug25 II) three activists two calling for sale or separation of SHB seg III) new CFO from $K $KLG guy has a history of restructuring and selling businesses"  [@manatmadaan](/creator/x/manatmadaan) on [X](/post/tweet/1943674429524840959) 2025-07-11 14:11:10 UTC XXX followers, 1788 engagements "$TRI running on potential NASDAQ $QQQ inclusion. $ANSS $SNPS deal gets approval sooner than expected"  [@manatmadaan](/creator/x/manatmadaan) on [X](/post/tweet/1944756618932973681) 2025-07-14 13:51:24 UTC XXX followers, 1176 engagements "$GOOGL call higlights: Cloud backlog $XXX B $AMZN at $XXX B so pretty good search queries grew XX% more on AI overviews Youtube has XXX B DAUs WOW Waymo coming to ten more cities Cloud capacity to extend in 2H25 Capex higher in 2026 too Great momentum FYI Im LONG"  [@manatmadaan](/creator/x/manatmadaan) on [X](/post/tweet/1948141225850363986) 2025-07-23 22:00:37 UTC XXX followers, XXX engagements "$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](/creator/x/manatmadaan) on [X](/post/tweet/1942592081219969344) 2025-07-08 14:30:18 UTC XXX followers, 1366 engagements "Just dropped a deep dive on $SOFI but with a twist. Not just numbers I compared the actual product vs other banks broke down the catalysts risks valuation and what makes SoFi different. 👇 Read here (free): $SOFI $JPM $CHYM $ALLY"  [@manatmadaan](/creator/x/manatmadaan) on [X](/post/tweet/1941902226059821566) 2025-07-06 16:49:04 UTC XXX followers, XXX engagements "$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 $DPZ can and will sustain leadership"  [@manatmadaan](/creator/x/manatmadaan) on [X](/post/tweet/1947278518636761424) 2025-07-21 12:52:32 UTC XXX followers, XXX engagements "$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](/creator/x/manatmadaan) on [X](/post/tweet/1947762928645804394) 2025-07-22 20:57:24 UTC XXX followers, XXX engagements "@joecarlsonshow $GOOGL bull here but know from conversations that many investors holding off on buying before DOJ-Search ruling expected soon. Once there is clarity (good/bad) stock has good odds of regaining a higher multiple"  [@manatmadaan](/creator/x/manatmadaan) on [X](/post/tweet/1948392174413820070) 2025-07-24 14:37:48 UTC XXX followers, XXX engagements "$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](/creator/x/manatmadaan) on [X](/post/tweet/1947776934659661838) 2025-07-22 21:53:03 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
"@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 on X 2025-07-22 20:59:15 UTC XXX followers, XX engagements
"@ValuSeeker20 I agree if anything from last night $GOOGL call it was more positive for $RDDT. To be fair if $RDDT is not moving on search headlines ill take it as long as street focuses on fundamentals and growth" @manatmadaan on X 2025-07-24 16:38:48 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 on X 2025-07-19 18:05:16 UTC XXX followers, XX 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 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 $AZO Patience and discipline. Find the high-quality names. Wait for your price. Make sure the storys still intact. Thats the game" @manatmadaan on X 2025-06-27 13:51:10 UTC XXX followers, 1231 engagements
"$CHE likely trades higher after earnings nxt week. My takes: i) very little sell side coverage so no one coming to defend medicare cap issue temporary once mgmt. talks expect easing of concerns ii) look at $CHE history theyve been opportunistic on buyback at these levels" @manatmadaan on X 2025-07-25 16:35:36 UTC XXX followers, XX engagements
"@StatRiley Theres always cooling off on names that have run plus there was rotation into meme/laggard. Ive been following $UBER $TSLA Waymo threat long enough to understand that $TSLA bad report is good for $UBER" @manatmadaan on X 2025-07-24 14:36:21 UTC XXX followers, XX engagements
"$GOOGL gangbuster numbers if you ask me. Stock rarely trades higher before the call. If Im picking problems as a bear maybe capex guide increased by $10B. But then GCP is capacity constrained and winning major customers as a bull I dont mind. Will comeback after call" @manatmadaan on X 2025-07-23 20:17:09 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 on X 2025-07-22 14:00:40 UTC XXX followers, XXX engagements
"Some movements that surprised me today: $RDDT : expected it to trade higher on $GOOGL search being so strong. I mean if bear thesis was search slowdown this makes less sense $UBER: just up on $TSLA sucking Lol ill take it but again less sense" @manatmadaan on X 2025-07-24 14:04:25 UTC XXX followers, XXX engagements
"@Next100Baggers @thexcapitalist reading 13Fs and taking tactical positions are seriously flawed. For all u know that hedge fund already sold out and you don't know what their thesis/play is on a setup. Do ur own Due diligence and believe" @manatmadaan on X 2025-07-24 20:22:04 UTC XXX followers, XXX engagements
"Hear me out on $KVUE: it gets acquired in next few months. I) a covenant in 10K restricts any deals to happen before aug25 II) three activists two calling for sale or separation of SHB seg III) new CFO from $K $KLG guy has a history of restructuring and selling businesses" @manatmadaan on X 2025-07-11 14:11:10 UTC XXX followers, 1788 engagements
"$TRI running on potential NASDAQ $QQQ inclusion. $ANSS $SNPS deal gets approval sooner than expected" @manatmadaan on X 2025-07-14 13:51:24 UTC XXX followers, 1176 engagements
"$GOOGL call higlights: Cloud backlog $XXX B $AMZN at $XXX B so pretty good search queries grew XX% more on AI overviews Youtube has XXX B DAUs WOW Waymo coming to ten more cities Cloud capacity to extend in 2H25 Capex higher in 2026 too Great momentum FYI Im LONG" @manatmadaan on X 2025-07-23 22:00:37 UTC XXX followers, XXX engagements
"$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 on X 2025-07-08 14:30:18 UTC XXX followers, 1366 engagements
"Just dropped a deep dive on $SOFI but with a twist. Not just numbers I compared the actual product vs other banks broke down the catalysts risks valuation and what makes SoFi different. 👇 Read here (free): $SOFI $JPM $CHYM $ALLY" @manatmadaan on X 2025-07-06 16:49:04 UTC XXX followers, XXX engagements
"$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 $DPZ can and will sustain leadership" @manatmadaan on X 2025-07-21 12:52:32 UTC XXX followers, XXX engagements
"$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 on X 2025-07-22 20:57:24 UTC XXX followers, XXX engagements
"@joecarlsonshow $GOOGL bull here but know from conversations that many investors holding off on buying before DOJ-Search ruling expected soon. Once there is clarity (good/bad) stock has good odds of regaining a higher multiple" @manatmadaan on X 2025-07-24 14:37:48 UTC XXX followers, XXX engagements
"$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 on X 2025-07-22 21:53:03 UTC XXX followers, XXX engagements