[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) "Another positive sign today on $KVUE: Kenvue Board Forms Committee For Strategic Review With Centerview and McKinsey Advisors To Accelerate Growth And Value Matter of time"  [@manatmadaan](/creator/x/manatmadaan) on [X](/post/tweet/1944715681154363852) 2025-07-14 11:08:44 UTC XXX followers, XXX engagements "Big week coming up in mkts $SPY $IWM $QQQ CPI/PPI will get some reads on financials $GS $BLK. Industrials $MMM $CTAS. Consumer spend: $NFLX. As long as no major guide cuts or negative surprises we should sustain momentum on the quality guys. Will watch n share my thoughts live"  [@manatmadaan](/creator/x/manatmadaan) on [X](/post/tweet/1943786142379487524) 2025-07-11 21:35:04 UTC XXX followers, XXX engagements "@TaylortheVC Absolutely looking at weekly data on DAUs is the bigger problem. Zoom out and its a blip. $RDDT has a lot of potential and monetisation opportunities. Wrote something few days ago u might like:"  [@manatmadaan](/creator/x/manatmadaan) on [X](/post/tweet/1946632445140389995) 2025-07-19 18:05:16 UTC XXX followers, XX engagements "$KHC: potential catalyst watch. Possible spin off of grocery and sauce business. Both should have higher multiples alone. $BRK reportedly exiting stake paves way for chg. In may board formd a committee to oversee strategic alternatives. If it happens combined value min$40/share"  [@manatmadaan](/creator/x/manatmadaan) on [X](/post/tweet/1945905128977903956) 2025-07-17 17:55:10 UTC XXX followers, XXX 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, 1136 engagements "Any $VEEV $CRM experts here: Why do you think $CRM life-sciences cloud wont take more of $VEEV clients Saw multiple demos on $VEEV its impressive but I couldnt get confidence that $CRM cant build the same thing and better now that there is no non-compete clause involved"  [@manatmadaan](/creator/x/manatmadaan) on [X](/post/tweet/1943021488652558843) 2025-07-09 18:56:37 UTC XXX followers, XXX engagements "$GOOGL setup on earnings was great but now making me nervous when every sell side analyst calling for a beat bc buyside exp have moved higher still cautiously optimistic. Also hearing why stock working lately is short covering into a generally well expected print. Aug DOJ is key"  [@manatmadaan](/creator/x/manatmadaan) on [X](/post/tweet/1945849948852887647) 2025-07-17 14:15:54 UTC XXX followers, XX engagements "Notice how mkt is barely moving on tariff headlines. Pharma XXX% tariff threat barely any move on $REGN $XLV $XBI $MRNA $AMGN $PFE $BNYX Like I said earlier mkt will become numb after a point"  [@manatmadaan](/creator/x/manatmadaan) on [X](/post/tweet/1942652751579644219) 2025-07-08 18:31:23 UTC XXX followers, XXX engagements "Just wrote a short piece on $RDDT : Bear thesis I call it pure B.S. no fluff just the real catalyst behind the story"  [@manatmadaan](/creator/x/manatmadaan) on [X](/post/tweet/1944741757888930303) 2025-07-14 12:52:21 UTC XXX followers, XXX engagements "$CART hearing buyside expectations for an in-line Q2 but an underwhelming Q3 guide. Stocks been trying to break $XX but being held back for earnings. One of a the lesser know multi-bagger stocks in the space imo"  [@manatmadaan](/creator/x/manatmadaan) on [X](/post/tweet/1946205862776680702) 2025-07-18 13:50:11 UTC XXX followers, XX engagements "$QXO initiated Buy at Truist. This ones caught my eyefounder Brad Jacobs also built $URI $XPO and more. Playbook is familiar: roll-up of smaller industrial & construction players. Digging in now should share analysis soon"  [@manatmadaan](/creator/x/manatmadaan) on [X](/post/tweet/1940011734464344518) 2025-07-01 11:36:55 UTC XXX followers, XXX engagements "@DividendDude_X I have overweight positions in $GOOGL $AMZN to cover XX% portfolio slow compounders. The other portfolio has some high growth but quality like $RDDT $UBER at 7%. Some catalyst names $KVUE. You dont need to pick one method value or growth. Make a barbell w high quality"  [@manatmadaan](/creator/x/manatmadaan) on [X](/post/tweet/1944060271024050262) 2025-07-12 15:44:22 UTC XXX followers, XXX engagements "$NFLX just a meh report probably buyside exp were higher. Like $NFLX but dont chase here: wasnt a game changing earnings. Watchlist name not actionable"  [@manatmadaan](/creator/x/manatmadaan) on [X](/post/tweet/1945941473721032795) 2025-07-17 20:19:35 UTC XXX followers, XXX engagements "@joecarlsonshow Yes because every broker and their grandma knows search and ad rev was strong. Stock moved higher in anticipation and also short covering. So wouldnt be surprised a beat and fade reaction. Big picture seems like it wants to breakout but waiting for that august DOJ ruling"  [@manatmadaan](/creator/x/manatmadaan) on [X](/post/tweet/1946418897613119835) 2025-07-19 03:56:42 UTC XXX followers, XXX engagements "$TRI running on potential NASDAQ $QQQ inclusion. $ANSS $SNPS deal gets approval sooner than expected"  [@manatmadaan](/creator/x/manatmadaan) on [X](/post/tweet/1944756618932973681) 2025-07-14 13:51:24 UTC XXX followers, 1146 engagements "$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 $FICO is a LONG. Not investment advice"  [@manatmadaan](/creator/x/manatmadaan) on [X](/post/tweet/1942592081219969344) 2025-07-08 14:30:18 UTC XXX followers, 1339 engagements "$CART another known but under the radar Hedge fund heavy play. Lots of momentum if GTV can sustain LDD growth this is a $XX stock. If u dont like the stock my advice look at this one as an advertising business not grocery. Read on caper cart/carrot ads/store inventory systm"  [@manatmadaan](/creator/x/manatmadaan) on [X](/post/tweet/1945849575161598354) 2025-07-17 14:14:25 UTC XXX followers, XXX engagements "$REGN showing a lot of strength today vs peers. Want to see more of this respect"  [@manatmadaan](/creator/x/manatmadaan) on [X](/post/tweet/1943735134743568790) 2025-07-11 18:12:23 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
"Another positive sign today on $KVUE: Kenvue Board Forms Committee For Strategic Review With Centerview and McKinsey Advisors To Accelerate Growth And Value Matter of time"
@manatmadaan on X 2025-07-14 11:08:44 UTC XXX followers, XXX engagements
"Big week coming up in mkts $SPY $IWM $QQQ CPI/PPI will get some reads on financials $GS $BLK. Industrials $MMM $CTAS. Consumer spend: $NFLX. As long as no major guide cuts or negative surprises we should sustain momentum on the quality guys. Will watch n share my thoughts live" @manatmadaan on X 2025-07-11 21:35:04 UTC XXX followers, XXX engagements
"@TaylortheVC Absolutely looking at weekly data on DAUs is the bigger problem. Zoom out and its a blip. $RDDT has a lot of potential and monetisation opportunities. Wrote something few days ago u might like:" @manatmadaan on X 2025-07-19 18:05:16 UTC XXX followers, XX engagements
"$KHC: potential catalyst watch. Possible spin off of grocery and sauce business. Both should have higher multiples alone. $BRK reportedly exiting stake paves way for chg. In may board formd a committee to oversee strategic alternatives. If it happens combined value min$40/share" @manatmadaan on X 2025-07-17 17:55:10 UTC XXX followers, XXX 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, 1136 engagements
"Any $VEEV $CRM experts here: Why do you think $CRM life-sciences cloud wont take more of $VEEV clients Saw multiple demos on $VEEV its impressive but I couldnt get confidence that $CRM cant build the same thing and better now that there is no non-compete clause involved" @manatmadaan on X 2025-07-09 18:56:37 UTC XXX followers, XXX engagements
"$GOOGL setup on earnings was great but now making me nervous when every sell side analyst calling for a beat bc buyside exp have moved higher still cautiously optimistic. Also hearing why stock working lately is short covering into a generally well expected print. Aug DOJ is key" @manatmadaan on X 2025-07-17 14:15:54 UTC XXX followers, XX engagements
"Notice how mkt is barely moving on tariff headlines. Pharma XXX% tariff threat barely any move on $REGN $XLV $XBI $MRNA $AMGN $PFE $BNYX Like I said earlier mkt will become numb after a point" @manatmadaan on X 2025-07-08 18:31:23 UTC XXX followers, XXX engagements
"Just wrote a short piece on $RDDT : Bear thesis I call it pure B.S. no fluff just the real catalyst behind the story" @manatmadaan on X 2025-07-14 12:52:21 UTC XXX followers, XXX engagements
"$CART hearing buyside expectations for an in-line Q2 but an underwhelming Q3 guide. Stocks been trying to break $XX but being held back for earnings. One of a the lesser know multi-bagger stocks in the space imo" @manatmadaan on X 2025-07-18 13:50:11 UTC XXX followers, XX engagements
"$QXO initiated Buy at Truist. This ones caught my eyefounder Brad Jacobs also built $URI $XPO and more. Playbook is familiar: roll-up of smaller industrial & construction players. Digging in now should share analysis soon" @manatmadaan on X 2025-07-01 11:36:55 UTC XXX followers, XXX engagements
"@DividendDude_X I have overweight positions in $GOOGL $AMZN to cover XX% portfolio slow compounders. The other portfolio has some high growth but quality like $RDDT $UBER at 7%. Some catalyst names $KVUE. You dont need to pick one method value or growth. Make a barbell w high quality" @manatmadaan on X 2025-07-12 15:44:22 UTC XXX followers, XXX engagements
"$NFLX just a meh report probably buyside exp were higher. Like $NFLX but dont chase here: wasnt a game changing earnings. Watchlist name not actionable" @manatmadaan on X 2025-07-17 20:19:35 UTC XXX followers, XXX engagements
"@joecarlsonshow Yes because every broker and their grandma knows search and ad rev was strong. Stock moved higher in anticipation and also short covering. So wouldnt be surprised a beat and fade reaction. Big picture seems like it wants to breakout but waiting for that august DOJ ruling" @manatmadaan on X 2025-07-19 03:56:42 UTC XXX followers, XXX engagements
"$TRI running on potential NASDAQ $QQQ inclusion. $ANSS $SNPS deal gets approval sooner than expected" @manatmadaan on X 2025-07-14 13:51:24 UTC XXX followers, 1146 engagements
"$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 $FICO is a LONG. Not investment advice" @manatmadaan on X 2025-07-08 14:30:18 UTC XXX followers, 1339 engagements
"$CART another known but under the radar Hedge fund heavy play. Lots of momentum if GTV can sustain LDD growth this is a $XX stock. If u dont like the stock my advice look at this one as an advertising business not grocery. Read on caper cart/carrot ads/store inventory systm" @manatmadaan on X 2025-07-17 14:14:25 UTC XXX followers, XXX engagements
"$REGN showing a lot of strength today vs peers. Want to see more of this respect" @manatmadaan on X 2025-07-11 18:12:23 UTC XXX followers, XXX engagements