[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.] [@CorleoneDon77](/creator/twitter/CorleoneDon77) "$NVA $IONR $LYSCF $MP $UUUU $NB $REMX This is likely weighing on rare earths today I would imagine: "US Cancels $XXX Million Cobalt Tender in Critical Minerals Blow" Takeaways: -- The US Defense Department canceled a tender to buy cobalt a sign of the challenges facing Western countries trying to bolster domestic supplies of the battery metal. -- The Defense Logistics Agency had sought offers for up to 7500 tons of cobalt over the next five years in a contract worth as much as $XXX million. -- The tender was dropped due to outstanding issues with the Statement of Work that need resolution" [X Link](https://x.com/CorleoneDon77/status/1978866439487426984) [@CorleoneDon77](/creator/x/CorleoneDon77) 2025-10-16T16:51Z 6444 followers, XXX engagements "$IBKR Interactive Brokers reports Q3 adjusted EPS 57c consensus 54c -- Q3 revenue $1.655B consensus $1.52B" [X Link](https://x.com/CorleoneDon77/status/1978919440285671783) [@CorleoneDon77](/creator/x/CorleoneDon77) 2025-10-16T20:22Z 6444 followers, XXX engagements "$CMA Comerica reports Q3 EPS $XXXX consensus $XXXX -- Net interest income was relatively stable at $574M while net interest margin decreased X basis points to 3.09%. -- Q3 Estimated common equity Tier X capital ratio of 11.90%. -- Not conducting earnings conference call amid pending Fifth Third merger" [X Link](https://x.com/CorleoneDon77/status/1979142525240610818) [@CorleoneDon77](/creator/x/CorleoneDon77) 2025-10-17T11:08Z 6444 followers, XXX engagements "$HBAN Huntington Bancshares reports Q3 EPS 41c consensus 38c -- Q3 revenue $2.15B consensus $2.05B" [X Link](https://x.com/CorleoneDon77/status/1979145629784777122) [@CorleoneDon77](/creator/x/CorleoneDon77) 2025-10-17T11:21Z 6444 followers, XXX engagements "$DIA $SPY $QQQ $IWM $TLT $AAPL $MSFT $NVDA $AMZN $NFLX $META $GOOGL $TSLA $PLTR $ORCL As usual since I have no friends I am looking for people to chat with at events like the @Stocktwits one next week linked below. Just to confirm is anyone going to be there that would like to meet in person:" [X Link](https://x.com/CorleoneDon77/status/1979189314543034446) [@CorleoneDon77](/creator/x/CorleoneDon77) 2025-10-17T14:14Z 6443 followers, 13.6K engagements "$CCK Crown Holdings reports Q3 adjusted EPS $XXXX consensus $XXXX -- Q3 revenue $3.2B consensus $3.14B. -- Raises FY25 adjusted EPS view to $7.70-$7.80 from $7.10-$7.50 consensus $XXXX. -- Sees FY25 FY25 adjusted free cash flow of approximately $1B up from prior view of $900M. -- Sees Q4 adjusted EPS $1.65-$1.75 consensus $1.58" [X Link](https://x.com/CorleoneDon77/status/1980366814661226652) [@CorleoneDon77](/creator/x/CorleoneDon77) 2025-10-20T20:13Z 6443 followers, XXX engagements "$STLD Steel Dynamics reports Q3 EPS $XXXX consensus $XXXX -- Q3 revenue $4.8B consensus $4.76B. -- Reports record steel shipments of 3.6M tons in Q3 -- CEO sees strong domestic demand for steel aluminum products" [X Link](https://x.com/CorleoneDon77/status/1980372673600557493) [@CorleoneDon77](/creator/x/CorleoneDon77) 2025-10-20T20:36Z 6443 followers, XXX engagements "$WCC Wesco reports Q2 adjusted EPS $XXXX consensus $XXXX -- Q2 revenue $5.9B consensus $5.82B. -- Backs FY25 adjusted EPS view $12.00-$14.50 consensus $13.21" [X Link](https://x.com/CorleoneDon77/status/1950868364810657835) [@CorleoneDon77](/creator/x/CorleoneDon77) 2025-07-31T10:37Z 6443 followers, XXX engagements "$TIXT $TU Telus to acquire full ownership of Telus Digital for $XXXX per share" [X Link](https://x.com/CorleoneDon77/status/1962831328144941567) [@CorleoneDon77](/creator/x/CorleoneDon77) 2025-09-02T10:53Z 6443 followers, XXX engagements "$PENG Penguin Solutions Inc. options imply XXXX% move in share price post-earnings" [X Link](https://x.com/CorleoneDon77/status/1975608307319730485) [@CorleoneDon77](/creator/x/CorleoneDon77) 2025-10-07T17:05Z 6443 followers, XXX engagements "$PENG Penguin Solutions reports Q4 EPS 43c consensus 37c -- Q4 revenue $338M consensus $342.1M. -- Q4 Non-GAAP gross margin of XXXX% for the current and year-ago quarters. -- Announces $75M buyback authorization" [X Link](https://x.com/CorleoneDon77/status/1975655324305506396) [@CorleoneDon77](/creator/x/CorleoneDon77) 2025-10-07T20:11Z 6443 followers, XXX engagements "$ETN I took a small position in ETN this morning. Let's see if she can break out of a lengthy stage one cup with a handle base (chart below). This is news from this morning: -- Eaton announced the successful completion of a $100M expansion project at its Nacogdoches Texas manufacturing facility. -- The Eaton investment more than doubles its U.S. production capacity of voltage regulators and three-phase transformers. -- The project launched in 2023 added 200000-square-feet to Eaton's Nacogdoches facility" [X Link](https://x.com/CorleoneDon77/status/1975950895310352403) [@CorleoneDon77](/creator/x/CorleoneDon77) 2025-10-08T15:46Z 6443 followers, XXX engagements "$ETN From Business Wire: "Eatons Changzhou Smart Factory Selected to Join the World Economic Forums Global Lighthouse Network"" [X Link](https://x.com/CorleoneDon77/status/1976383141658206672) [@CorleoneDon77](/creator/x/CorleoneDon77) 2025-10-09T20:23Z 6443 followers, XXX engagements "$DFLI Dragonfly Energy Announces Pricing of $XXXX Million Public Offering of Common Stock and Pre-Funded Warrants" [X Link](https://x.com/CorleoneDon77/status/1978789387933503872) [@CorleoneDon77](/creator/x/CorleoneDon77) 2025-10-16T11:45Z 6443 followers, XXX engagements "$AMD $INTC $MCHP $MU $QCOM $TXN $NVDA $MRVL $TSM $ASML From Bloomberg: "Taiwan Must Help US to Make Half Its Chips Commerce Chief Says" -- Takeaways: - Washington is demanding Taiwan move investment and chip production to the US so half of American demand is manufactured locally. - The US aims to get to "maybe XX% market share of producing the chip and the wafers the semiconductors we need for American consumption" according to Commerce Secretary Howard Lutnick. - The US has held discussions with Taipei to reduce the risks of over-reliance with Lutnick arguing it's the only way to effectively" [X Link](https://x.com/CorleoneDon77/status/1972971232996843866) [@CorleoneDon77](/creator/x/CorleoneDon77) 2025-09-30T10:26Z 6444 followers, XXX engagements "$RR I know nothing about Capybara Research: "Richtech Robotics: A China Hustle Selling Rebranded Chinese Robots Plus Insider Embezzlement Fake Partnerships Fake Deals Fabricated WalMart Hype Undisclosed Related Party Transactions and Links to China Scam Stocks" -- Based on what we uncovered we expect there will be criminal investigations of Richtech company insiders and related parties as well as civil actions from the SEC and shareholders. Richtech is riddled with fraud and it is uninvestable" [X Link](https://x.com/CorleoneDon77/status/1973039386074693757) [@CorleoneDon77](/creator/x/CorleoneDon77) 2025-09-30T14:57Z 6444 followers, 1638 engagements "$EQT Jefferies lowers price target on EQT Corporation to $XX from $XX -- Keeps 'Buy' rating" [X Link](https://x.com/CorleoneDon77/status/1973483475815866403) [@CorleoneDon77](/creator/x/CorleoneDon77) 2025-10-01T20:21Z 6444 followers, XXX engagements "$EQT Attached is a Mizuho analyst note on EQT issued today entitled: "EQT 3Q25 Preview: Taking on LNG Market Exposure" Mizuho has a 'Outperform' rating on EQT with a $XX price target" [X Link](https://x.com/CorleoneDon77/status/1973717751932809498) [@CorleoneDon77](/creator/x/CorleoneDon77) 2025-10-02T11:52Z 6444 followers, XXX engagements "$PLUG Plug Power raises $370M via warrant exercise at $XXXX per share" [X Link](https://x.com/CorleoneDon77/status/1975908378007536058) [@CorleoneDon77](/creator/x/CorleoneDon77) 2025-10-08T12:57Z 6444 followers, 2716 engagements "$NVDA $ORCL From Bloomberg: "Trump Team Approves Nvidia Chip Sales for US Projects in UAE" -- Takeaways: - The US has approved Nvidia Corp. chip exports to American customers including Oracle Corp. for use in projects in the United Arab Emirates. - The approved shipments are for American companies operating facilities in the UAE but permits were not issued for Nvidia shipments to local customers such as Abu Dhabi AI company G42. - The US licenses came after the UAE made concrete plans for a reciprocal amount of investment on American soil as part of a bilateral AI agreement between the two" [X Link](https://x.com/CorleoneDon77/status/1976603484838310226) [@CorleoneDon77](/creator/x/CorleoneDon77) 2025-10-10T10:59Z 6444 followers, XXX engagements "$FAST Fastenal reports Q3 EPS 29c consensus 30c -- Q3 revenue $2.13B consensus $2.13B. -- Q3 daily sales up XXXX% y/y" [X Link](https://x.com/CorleoneDon77/status/1977689249668538799) [@CorleoneDon77](/creator/x/CorleoneDon77) 2025-10-13T10:53Z 6444 followers, XXX engagements "$MGM $GMVHY BetMGM reports Q3 revenue $667M -- Q3 EBITDA $41M. -- Q3 iGaming revenue up XX% and online sports revenue up 36%. -- Raises FY25 revenue view to at least $2.75B from at least $2.7B. -- Raises FY25 EBITDA view to $200M from $150M" [X Link](https://x.com/CorleoneDon77/status/1978059524041781251) [@CorleoneDon77](/creator/x/CorleoneDon77) 2025-10-14T11:25Z 6444 followers, XXX engagements "$COO $BLCO From The Wall Street Journal: "Activist Jana Takes Stake in Cooper a Maker of Medical Devices" -- Bausch + Lomb is considered a potential partner for contact-lens unit and CEO says he would be interested" [X Link](https://x.com/CorleoneDon77/status/1980095054154002652) [@CorleoneDon77](/creator/x/CorleoneDon77) 2025-10-20T02:13Z 6444 followers, XXX engagements "$STLD Steel Dynamics options imply XXX% move in share price post-earnings" [X Link](https://x.com/CorleoneDon77/status/1980351531254985026) [@CorleoneDon77](/creator/x/CorleoneDon77) 2025-10-20T19:12Z 6444 followers, XXX engagements "$APP From The New York Post: "$200B AppLovin faces data privacy probe after short-sellers allege misconduct: sources"" [X Link](https://x.com/CorleoneDon77/status/1980352147868004369) [@CorleoneDon77](/creator/x/CorleoneDon77) 2025-10-20T19:15Z 6443 followers, 1051 engagements "$NVA $IONR $LYSCF $MP $UUUU $NB $REMX $USAR $NVX $UAMY From Reuters: "US-Australia rare earths deal is a start but won't shake China dominance any time soon" -- Summary: - U.S. Australia sign critical minerals agreement - Both countries combined commit $X bln to critical projects - Deal aimed at countering China's dominance of the sector - Industry welcomes support; doubts if time frame is achievable" [X Link](https://x.com/CorleoneDon77/status/1980631015371792628) [@CorleoneDon77](/creator/x/CorleoneDon77) 2025-10-21T13:43Z 6444 followers, XXX engagements "$COMP Compass sees Q1 revenue $1.35B-$1.475B consensus $1.34B Sees Q1 adjusted EBITDA of $XX million to $XX million" [X Link](https://x.com/CorleoneDon77/status/1891959156275310672) [@CorleoneDon77](/creator/x/CorleoneDon77) 2025-02-18T21:13Z 6439 followers, 1773 engagements "$PROK ProKidney reports FY24 EPS (62c) consensus (59c) Reports FY24 revenue $76000 vs. $X last year. "2024 was a pivotal year for ProKidney marked by significant progress across our clinical regulatory manufacturing and financial initiatives" said Bruce Culleton M.D. CEO of ProKidney. "We refined our Phase X program to focus on advanced CKD patients with the highest unmet need engaged in discussions with the FDA to accelerate rilparencel's path to market improved and restarted our manufacturing process and secured $XXX million in equity funding. Looking ahead 2025 will be a critical" [X Link](https://x.com/CorleoneDon77/status/1901601468601205174) [@CorleoneDon77](/creator/x/CorleoneDon77) 2025-03-17T11:48Z 6437 followers, XXX engagements "$RARE Ultragenyx price target lowered to $XX from $XX at BofA BofA lowered the firm's price target on Ultragenyx to $XX from $XX and keeps a Buy rating on the shares. The firm updated models in smid-cap biotech as part of a Q1 earnings preview" [X Link](https://x.com/CorleoneDon77/status/1914085539243762121) [@CorleoneDon77](/creator/x/CorleoneDon77) 2025-04-20T22:35Z 6438 followers, XXX engagements "$DOW Dow Inc. reports Q1 EPS 2c consensus (1c) Reports Q1 revenue $10.43B consensus $10.26B. "We remain focused on disciplined execution and increased actions to improve profitability and support cash flow" said Jim Fitterling Dow chair and CEO. "Despite ongoing macroeconomic challenges Team Dow delivered a sixth consecutive quarter of year-over-year volume growth while taking actions to reduce costs and right-size capacity. The significant impact of slower GDP growth and volatile market conditions on our industry underscores the importance of our proactive management and best-owner mindset." [X Link](https://x.com/CorleoneDon77/status/1915352584228896827) [@CorleoneDon77](/creator/x/CorleoneDon77) 2025-04-24T10:30Z 6441 followers, XXX engagements "$VICR Whoa: Vicor reports Q2 EPS 91c consensus 18c -- Q2 revenue $141.05M consensus $96.43M" [X Link](https://x.com/CorleoneDon77/status/1947751956090655044) [@CorleoneDon77](/creator/x/CorleoneDon77) 2025-07-22T20:13Z 6441 followers, XXX engagements "$VICR $USNA $MANH $COF $ABVX $LVLU $TXN $ENPH $PEGA $ISRG Feel free to follow me for pre-market and after-hours movers every day. AFTER-HOURS MOVERS: Currently Higher After Earnings: -- Vicor (VICR) up XXXX% -- Usana (USNA) up XXXX% -- Manhattan Associates (MANH) up XXXX% -- Capital One (COF) up XXX% Currently Also Higher: -- Abivax (ABVX) up XXXXX% after saying obefazimod met primary endpoint in ABTECT-1 ABTECT-2 trials -- Lulu's Fashion Lounge (LVLU) up XXXX% after regaining compliance with Nasdaq Currently Lower After Earnings: -- Texas Instruments (TXN) down XXXX% -- Enphase Energy (ENPH)" [X Link](https://x.com/CorleoneDon77/status/1947801987174830348) [@CorleoneDon77](/creator/x/CorleoneDon77) 2025-07-22T23:32Z 6437 followers, 1134 engagements "$ENOV Enovis reports Q2 adjusted EPS 79c consensus 72c -- Q2 revenue $565M consensus $554.62M. -- Raises FY25 adjusted EPS view to $3.05-$3.20 from $2.95-$3.10 consensus $XXXX. -- Raises FY25 revenue view to $2.245B-2.275B versus prior expectations of $2.22B-2.25B consensus $2.24B" [X Link](https://x.com/CorleoneDon77/status/1953404812613058936) [@CorleoneDon77](/creator/x/CorleoneDon77) 2025-08-07T10:36Z 6439 followers, XXX engagements "$PLTK Playtika reports Q2 EPS 9c vs. 23c last year -- Q2 revenue $696M consensus $705.39M. -- Cuts FY25 revenue view to $2.7B-$2.75B from $2.80B-$2.85B consensus $2.83B. -- Maintains FY25 adjusted EBITDA view of $715M-$740M" [X Link](https://x.com/CorleoneDon77/status/1953407855870058943) [@CorleoneDon77](/creator/x/CorleoneDon77) 2025-08-07T10:48Z 6442 followers, XXX engagements "$SFD Smithfield Foods reports Q2 adjusted EPS 55c consensus 55c -- Q2 revenue $3.79B consensus $3.62B. -- Backs FY25 revenue view up low-to-mid single digit percentage -- Backs FY25 capital expenditures view $400M-$500M. -- Backs FY25 effective tax rate view 23%-25%. -- Raises FY25 adjusted operating profit view to $1.15B-$1.35B" [X Link](https://x.com/CorleoneDon77/status/1955215265928548695) [@CorleoneDon77](/creator/x/CorleoneDon77) 2025-08-12T10:30Z 6439 followers, XXX engagements "$ETOR eToro reports Q2 adjusted EPS 56c consensus 51c -- Q2 revenue $2.094B vs $1.849B last year" [X Link](https://x.com/CorleoneDon77/status/1955227650366021996) [@CorleoneDon77](/creator/x/CorleoneDon77) 2025-08-12T11:19Z 6442 followers, XXX engagements "$BAH Booz Allen awarded five-year $1.58B DoD contract" [X Link](https://x.com/CorleoneDon77/status/1955964079182418337) [@CorleoneDon77](/creator/x/CorleoneDon77) 2025-08-14T12:05Z 6443 followers, XXX engagements "$FUFU $BTC.X BitFuFu reports Q2 EPS 28c consensus 9c -- Q2 revenue $115.4M consensus $123.67M" [X Link](https://x.com/CorleoneDon77/status/1956311837558882674) [@CorleoneDon77](/creator/x/CorleoneDon77) 2025-08-15T11:07Z 6439 followers, XXX engagements "$CDNS Cadence Design added to US Conviction List at Goldman Sachs -- Buy rating on the shares with a $XXX price target" [X Link](https://x.com/CorleoneDon77/status/1962824167327166645) [@CorleoneDon77](/creator/x/CorleoneDon77) 2025-09-02T10:25Z 6439 followers, XXX engagements "$AVT Avnet announces $500M Convertible Senior Notes offering" [X Link](https://x.com/CorleoneDon77/status/1962831646345887983) [@CorleoneDon77](/creator/x/CorleoneDon77) 2025-09-02T10:55Z 6439 followers, XXX engagements "$ETOR eToro reports AUA of $19.7B in August up XX% year-over-year" [X Link](https://x.com/CorleoneDon77/status/1962834996370026738) [@CorleoneDon77](/creator/x/CorleoneDon77) 2025-09-02T11:08Z 6439 followers, XXX engagements "$CCLD CareCloud raises FY25 revenue view $116M-$118M from $111M-$114M -- Consensus $114.55M" [X Link](https://x.com/CorleoneDon77/status/1962850035365765418) [@CorleoneDon77](/creator/x/CorleoneDon77) 2025-09-02T12:08Z 6441 followers, XXX engagements "$CXM Sprinklr raises FY26 EPS view to 42c-43c from 39c-40c consensus 40c -- Raises FY26 revenue view to $837M-$839M from $825M-$827M consensus $825.94M. -- Raises FY26 operating income view to $131M-$133M from $129M-$131M" [X Link](https://x.com/CorleoneDon77/status/1963200328968368339) [@CorleoneDon77](/creator/x/CorleoneDon77) 2025-09-03T11:20Z 6439 followers, XXX engagements "$CWAN Clearwater Analytics announces $100M share repurchase plan" [X Link](https://x.com/CorleoneDon77/status/1963321957904257381) [@CorleoneDon77](/creator/x/CorleoneDon77) 2025-09-03T19:23Z 6438 followers, XXX engagements "$FUFU BitFuFu mines XXX bitcoin in August" [X Link](https://x.com/CorleoneDon77/status/1963575362459255236) [@CorleoneDon77](/creator/x/CorleoneDon77) 2025-09-04T12:10Z 6439 followers, XXX engagements "$TOYO Toyo reports 1H EPS 10c vs 48c last year -- 1H revenue $139.1M vs $138.1M last year. -- Toyo sees FY25 revenue $375M-$400M" [X Link](https://x.com/CorleoneDon77/status/1965016689919271167) [@CorleoneDon77](/creator/x/CorleoneDon77) 2025-09-08T11:37Z 6435 followers, XXX engagements "$BTCM $SOL.X BIT Mining purchases additional 17221 Solana" [X Link](https://x.com/CorleoneDon77/status/1966085589738074537) [@CorleoneDon77](/creator/x/CorleoneDon77) 2025-09-11T10:25Z 6439 followers, XXX engagements "$HITI $STLD $WBTN $DIS $AIV $CMG $PLAY $RLGT $RCAT $OSCR $NEOG Feel free to follow me for pre-market and after-hours movers every day. AFTER-HOURS MOVERS: Currently Higher After Earnings: -- High Tide (HITI) up XXXX% -- Steel Dynamics (STLD) up XXX% Currently Also Higher: -- WEBTOON Entertainment (WBTN) up XXXX% after deepening Disney (DIS) relationship to create new comics platform -- Apartment Investment and Management Company (AIV) up XXX% after announcing special dividend -- Chipotle Mexican Grill (CMG) up XXX% after $500M buyback announcement Currently Lower After Earnings: -- Dave &" [X Link](https://x.com/CorleoneDon77/status/1967783840866320843) [@CorleoneDon77](/creator/x/CorleoneDon77) 2025-09-16T02:53Z 6438 followers, XXX engagements "$J I do have a long position in J: Jacobs Solutions CEO Bob Pragada sits down with Jim Cramer:" [X Link](https://x.com/CorleoneDon77/status/1967792639237034223) [@CorleoneDon77](/creator/x/CorleoneDon77) 2025-09-16T03:28Z 6438 followers, 1100 engagements "$MANU Manchester United reports Q4 adjusted EPS (GBP 3.16) vs. (GBP 15.79) last year -- Q4 revenue GBP 164.1M vs. GBP 142.2M last year. -- Sees FY26 revenue GBP 640M-GBP 660M. -- Sees FY26 adjusted EBITDA GBP 180M-GBP 200M" [X Link](https://x.com/CorleoneDon77/status/1968280251534016956) [@CorleoneDon77](/creator/x/CorleoneDon77) 2025-09-17T11:45Z 6439 followers, XXX engagements "$J Jacobs selected by Puerto Rico Aqueduct and Sewer Authority -- Selected to design the Mayaguez Ocean Outfall Replacement part of PRASA's Capital Improvement Program to modernize and strengthen Puerto Rico's water infrastructure" [X Link](https://x.com/CorleoneDon77/status/1968282934718366030) [@CorleoneDon77](/creator/x/CorleoneDon77) 2025-09-17T11:56Z 6438 followers, XXX engagements "$SYY Sysco awarded $388.37M Defense Logistics Agency contract" [X Link](https://x.com/CorleoneDon77/status/1969453470596858324) [@CorleoneDon77](/creator/x/CorleoneDon77) 2025-09-20T17:27Z 6434 followers, XXX engagements "$AZO AutoZone reports Q4 EPS $XXXXX consensus $XXXXX -- Q4 revenue $6.24B consensus $6.24B. -- Total company SSS up 5.1%. -- Opened XX new stores in the U.S in Q4. -- During the quarter ended August XX 2025 opened XX new stores and closed one in the U.S. XX in Mexico and X in Brazil for a total of XXX net new stores. -- For the fiscal year opened XXX net new stores" [X Link](https://x.com/CorleoneDon77/status/1970442898932904235) [@CorleoneDon77](/creator/x/CorleoneDon77) 2025-09-23T10:59Z 6439 followers, XXX engagements "$LB $NRG This looks interesting: -- LandBridge enters pact with NRG Energy to power potential Texas data center -- The site could potentially house a 1100 MW grid-connected natural gas power generation facility which NRG could construct if an appropriate power purchase agreement for a data center is secured" [X Link](https://x.com/CorleoneDon77/status/1970457465310343439) [@CorleoneDon77](/creator/x/CorleoneDon77) 2025-09-23T11:57Z 6440 followers, XXX engagements "$LB $KVUE $ACMR $BA $AZO $FLY $SRRK Feel free to follow me for pre-market and after-hours movers every day. PRE-MARKET MOVERS: Currently Higher: -- LandBridge (LB) up XXX% after announcing that it has entered into a strategic agreement with NRG Energy (NRG) with respect to a potential data center site in Reeves County Texas in the Delaware Basin -- Kenvue (KVUE) up XXX% after The Wall Street Journal reported that when President Trump labeled Tylenol use in pregnant women as a potential cause of autism he threw the weight of his office behind a theory that has not yet been proven and defied" [X Link](https://x.com/CorleoneDon77/status/1970475036948533719) [@CorleoneDon77](/creator/x/CorleoneDon77) 2025-09-23T13:07Z 6440 followers, XXX engagements "$FUL H.B. Fuller reports Q3 EPS $XXXX consensus $XXXX -- Q3 revenue $892.0M consensus $893.9M. -- Narrows FY25 EPS view to $4.10-$4.25 from $4.10-$4.30 consensus $XXXX. -- Affirms FY25 revenue outlook at down X% to down 2%. -- Narrows FY25 EBITDA view $615M-$625M from $615M-$630M" [X Link](https://x.com/CorleoneDon77/status/1970962403253801360) [@CorleoneDon77](/creator/x/CorleoneDon77) 2025-09-24T21:23Z 6441 followers, XXX engagements "$JBL Jabil reports Q4 core EPS $XXXX consensus $XXXX -- Q4 revenue $8.25B consensus $7.67B. -- Sees Q1 core EPS $2.47-$2.87 consensus $XXXX. -- Sees Q1 revenue $7.7B-$8.3B consensus $7.5B. -- Sees Q1 core operating income $400M-$460M. -- Sees FY26 core EPS $XXXXX consensus $XXXXX -- Sees FY26 revenue $31.3B consensus $30.98B. -- Sees FY26 core operating income $400M-$460M. -- Sees FY26 adjusted free cash flow $1.3B+" [X Link](https://x.com/CorleoneDon77/status/1971178254246523223) [@CorleoneDon77](/creator/x/CorleoneDon77) 2025-09-25T11:41Z 6436 followers, XXX engagements "$DIA $SPY $QQQ $IWM $TLT Wow From Barrons: "The Wealthy Are Paying Their Adult Kids Bills. Some of Them Are Starting to Worry" -- A new survey released by Ameriprise shows that about three quarters of affluent parents are helping to fund their kids homes cars and health insurance" [X Link](https://x.com/CorleoneDon77/status/1971519623334887655) [@CorleoneDon77](/creator/x/CorleoneDon77) 2025-09-26T10:18Z 6437 followers, XXX engagements "$ACMR $KLG ACM Research to replace WK Kellogg in S&P XXX at open on 9/26" [X Link](https://x.com/CorleoneDon77/status/1971521542464180621) [@CorleoneDon77](/creator/x/CorleoneDon77) 2025-09-26T10:25Z 6435 followers, XXX engagements "$LPTH $PCAR $BA $RIOT $LLY $MRK $HROW $CNXC $LGCY $COST $APLS $W Feel free to follow me for pre-market and after-hours movers every day. PRE-MARKET MOVERS: Currently Higher After Earnings: -- LightPath (LPTH) up XXX% Currently Also Higher: -- Paccar (PCAR) up XXX% after President Trump said "In order to protect our Great Heavy Truck Manufacturers from unfair outside competition I will be imposing as of October 1st 2025 a XX% Tariff on all "Heavy (Big) Trucks" made in other parts of the World" -- Boeing (BA) up XXX% after orders from Turkish Airlines and Norwegian Group -- Riot Platforms" [X Link](https://x.com/CorleoneDon77/status/1971563606329229659) [@CorleoneDon77](/creator/x/CorleoneDon77) 2025-09-26T13:12Z 6435 followers, XXX engagements "$NTDOY $SONY $SSNLF $ASUUY $PCRFY $TSM $HNHPF $DIA $SPY From Reuters: "Trump mulls tariffs on foreign electronics based on number of chips sources say"" [X Link](https://x.com/CorleoneDon77/status/1972008726841512282) [@CorleoneDon77](/creator/x/CorleoneDon77) 2025-09-27T18:41Z 6436 followers, XXX engagements "$TTE $CLR TotalEnergies to acquire XX% interest in Continental's natural gas assets" [X Link](https://x.com/CorleoneDon77/status/1972610585423687902) [@CorleoneDon77](/creator/x/CorleoneDon77) 2025-09-29T10:33Z 6443 followers, XXX engagements "$MTN Vail Resorts reports Q4 EPS ($5.08) consensus ($4.72) -- Q4 revenue $271.29M consensus $276.17M. -- Vail Resorts sees FY26 Resort Reported EBITDA $842M-$898M. -- Initial guidance for the year ending July XX 2026 and expects net income attributable to Vail Resorts Inc. to be between $XXX million and $XXX million for fiscal 2026. -- Reports season pass sales down X% through September 19" [X Link](https://x.com/CorleoneDon77/status/1972756785581744213) [@CorleoneDon77](/creator/x/CorleoneDon77) 2025-09-29T20:14Z 6436 followers, XXX engagements "$IP $BCC $WY $WFG $UFPI $HD $LOW $SPY $SPX $DIA President Trump set tariffs on imports of timber lumber wood products -- Trump signed a Proclamation invoking Section XXX of the Trade Expansion Act of 1962 to impose tariffs on imports of timber lumber and their derivative products" [X Link](https://x.com/CorleoneDon77/status/1972976625407971741) [@CorleoneDon77](/creator/x/CorleoneDon77) 2025-09-30T10:47Z 6440 followers, XXX engagements "$QMMM $SDM Courtesy of a Discord buddy: SEC halts trading in QMMM Smart Digital over potential stock manipulation The Securities and Exchange Commission has temporarily suspended trading in QMMM Holdings (NASDAQ:QMMM) and Smart Digital (NASDAQ:SDM) due to potential stock manipulation. The SEC said the suspension was on account of recommendations made to investors on social media by "unknown persons" to buy the companies' shares which may have artificially inflated stock prices. Both suspensions went into effect on September XX and will end at 11:59 pm ET on October XX. Shares of QMMM" [X Link](https://x.com/CorleoneDon77/status/1972993102282375415) [@CorleoneDon77](/creator/x/CorleoneDon77) 2025-09-30T11:53Z 6440 followers, 1507 engagements "$LW Lamb Weston reports Q1 adjusted EPS 74c consensus 53c -- Q1 revenue $1.659B consensus $1.62B. -- Sees FY26 revenue $6.35B-$6.55B. -- Sees FY26 adjusted EBITDA $1B-$1.2B" [X Link](https://x.com/CorleoneDon77/status/1973005816308621755) [@CorleoneDon77](/creator/x/CorleoneDon77) 2025-09-30T12:43Z 6439 followers, XXX engagements "$GEV RBC Capital downgrades GE Vernova to Sector Perform from Outperform -- Price target $XXX down from $631" [X Link](https://x.com/CorleoneDon77/status/1973334140302008823) [@CorleoneDon77](/creator/x/CorleoneDon77) 2025-10-01T10:28Z 6438 followers, XXX engagements "$CALM Cal-Maine Foods reports Q1 EPS $XXXX consensus $XXXX -- Q1 revenue $922.6M consensus $952.22M" [X Link](https://x.com/CorleoneDon77/status/1973338670871842927) [@CorleoneDon77](/creator/x/CorleoneDon77) 2025-10-01T10:46Z 6439 followers, XXX engagements "$VECO $ACLS Axcelis Veeco to combine in an all-stock merger with enterprise value of $4.4B" [X Link](https://x.com/CorleoneDon77/status/1973343878590943389) [@CorleoneDon77](/creator/x/CorleoneDon77) 2025-10-01T11:06Z 6438 followers, XXX engagements "$CAG $DIA $SPY $QQQ $TLT THIS IS WORTH KEEPING AN EYE ON AS IT PERTAINS TO INFLATION: -- Conagra Brands expects COGS inflation to continue at 'elevated level' in FY26 -- Expects cost of goods sold inflation to continue at an elevated level in fiscal 2026. -- Anticipates core inflation slightly higher than 4%. -- Expects an impact to fiscal 2026 from previously announced U.S. tariffs. -- While the tariff situation remains fluid guidance contemplates a XX% tariff rate on imported tin plate steel and aluminum a XX% rate on limited imports from China and various country-specific reciprocal rates." [X Link](https://x.com/CorleoneDon77/status/1973353726589956532) [@CorleoneDon77](/creator/x/CorleoneDon77) 2025-10-01T11:46Z 6441 followers, XXX engagements "$OWL If I understand correctly does this company (OWL) repackage the vendor financing loans to the hyper-scaler cohort in order to sell them to others" [X Link](https://x.com/CorleoneDon77/status/1973769963237494890) [@CorleoneDon77](/creator/x/CorleoneDon77) 2025-10-02T15:20Z 6441 followers, XXX engagements "$NOK $ERIC From The Financial Times: "China curbs use of Nokia and Ericsson in telecoms networks"" [X Link](https://x.com/CorleoneDon77/status/1974060744468517347) [@CorleoneDon77](/creator/x/CorleoneDon77) 2025-10-03T10:35Z 6438 followers, XXX engagements "$LB $NRG From Insider Monkey: "NRG Energy LandBridge Partner to Explore 1100 MW Data Center Power Site in Reeves County Texas" -- The collaboration is a significant step in LandBridges powered land strategy highlighting its value to both power generators and digital infrastructure developers. The site is being explored to potentially host a 1100 MW grid-connected natural gas power generation facility which NRG could construct if a suitable power purchase agreement is secured with a data center customer" [X Link](https://x.com/CorleoneDon77/status/1974062232997642580) [@CorleoneDon77](/creator/x/CorleoneDon77) 2025-10-03T10:41Z 6440 followers, XXX engagements "$DIA $SPY $QQQ $IWM $TLT Personal Note: I am guessing the debt among the XX to XX age cohort consists largely of parents taking loans for their children's education (just a guess). From Edward Conrad: -- There is currently $1.66T of outstanding Federal student loan debt. -- The 6mm borrowers aged XX to XX who still have Federal student loans outstanding have a mean balance of $47857 the highest of any age cohort" [X Link](https://x.com/CorleoneDon77/status/1974937443234439441) [@CorleoneDon77](/creator/x/CorleoneDon77) 2025-10-05T20:39Z 6438 followers, XXX engagements "Thankfully I'm not in it now but what up $MGNI" [X Link](https://x.com/CorleoneDon77/status/1975201972648349720) [@CorleoneDon77](/creator/x/CorleoneDon77) 2025-10-06T14:10Z 6441 followers, XXX engagements "$STZ Constellation Brands options imply XXX% move in share price post-earnings" [X Link](https://x.com/CorleoneDon77/status/1975247699646513453) [@CorleoneDon77](/creator/x/CorleoneDon77) 2025-10-06T17:12Z 6440 followers, XXX engagements "$PCAR $ALSN $CMI $ETN $MOD Trump says medium heavy duty truck tariffs to start on November 1" [X Link](https://x.com/CorleoneDon77/status/1975261544910139534) [@CorleoneDon77](/creator/x/CorleoneDon77) 2025-10-06T18:07Z 6438 followers, 1878 engagements "$STZ Constellation Brands reports Q2 comparable EPS $XXXX consensus $XXXX -- Q2 revenue $2.48B consensus $2.46B. -- Backs FY26 EPS view $11.30-$11.60 consensus $XXXXX. -- Backs FY26 organic net sales view down 4%-6%" [X Link](https://x.com/CorleoneDon77/status/1975294067232874907) [@CorleoneDon77](/creator/x/CorleoneDon77) 2025-10-06T20:16Z 6440 followers, XXX engagements "$LCID Lucid Group produced 3891 vehicles delivered 4078 vehicles during Q3" [X Link](https://x.com/CorleoneDon77/status/1975294436742664634) [@CorleoneDon77](/creator/x/CorleoneDon77) 2025-10-06T20:17Z 6435 followers, 2278 engagements "$SMTC Semtech Corporation Announces Proposed Private Offering of $XXX Million of Convertible Senior Notes Due 2030" [X Link](https://x.com/CorleoneDon77/status/1975298725099806975) [@CorleoneDon77](/creator/x/CorleoneDon77) 2025-10-06T20:34Z 6438 followers, XXX engagements "$STZ From The Wall Street Journal "Constellation Lowers Outlook Again As Hispanic Pullback Continues" -- The U.S. importer of Modelo and Corona posted lower second-quarter sales and lowered its full-year earnings outlook -- Posted lower second-quarter sales and lowered its full-year earnings outlook again as its core Hispanic demographic continues to buy less beer amid the Trump administrations immigration crackdown" [X Link](https://x.com/CorleoneDon77/status/1975300815545086163) [@CorleoneDon77](/creator/x/CorleoneDon77) 2025-10-06T20:43Z 6440 followers, XXX engagements "$NAVI $NNI $SLM $DIA $SPY From Politico: "Trump administration weighs selling parts of $1.6T federal student loan portfolio" -- The discussions have taken place among senior Education Department and Treasury Department officials" [X Link](https://x.com/CorleoneDon77/status/1975509641644671455) [@CorleoneDon77](/creator/x/CorleoneDon77) 2025-10-07T10:32Z 6441 followers, XXX engagements "$NB $UAMY $ALM $MP $USAR From Access Newswire: "Trump Mineral Price Supports Can Counter Chinese Manipulation of Critical Minerals Markets" -- NioCorp CEO Tells CNBC that the White House is Showing "Unbelievable Courage" in its Aggressive Critical Minerals Policies to Support U.S. Production CENTENNIAL CO / October X 2025: NioCorp Developments Ltd. ("NioCorp" or the "Company") (Nasdaq:NB) a leading U.S. critical minerals development company today praised the Trump Administration for its "unbelievable courage" in proposing price supports for U.S.-produced critical minerals as a means of" [X Link](https://x.com/CorleoneDon77/status/1975606511687901302) [@CorleoneDon77](/creator/x/CorleoneDon77) 2025-10-07T16:57Z 6436 followers, 1148 engagements "$PENG Penguin Solutions sees FY26 EPS $1.75-$2.25 consensus $XXXX -- Sees FY26 revenue down X% to up XX% from FY25 implying $1.32B-$1.59B consensus $1.51B" [X Link](https://x.com/CorleoneDon77/status/1975655608457052481) [@CorleoneDon77](/creator/x/CorleoneDon77) 2025-10-07T20:12Z 6441 followers, XXX engagements "$BKNG $COUR $EXPE $FIG $SPOT $DASH $CART $PTON $TGT $TRIP $UBER From Investors Business Daily: "OpenAI Event Fails To Boost Participating App Makers As Concerns Remain" App makers featured at an OpenAI event on Monday mostly have failed to get a lift from exposure to the poster child of the artificial intelligence megatrend. At its OpenAI DevDay 2025 conference in San Francisco the company showed how software apps can be integrated with its ChatGPT AI engine. Pilot partners for apps in ChatGPT include Booking. com (BKNG) Canva Coursera (COUR) Expedia (EXPE) Figma (FIG) Spotify (SPOT) and" [X Link](https://x.com/CorleoneDon77/status/1975667085196845518) [@CorleoneDon77](/creator/x/CorleoneDon77) 2025-10-07T20:58Z 6439 followers, XXX engagements "$JOBY $PENG $ESPR $IREN $FICO $BLSH Feel free to follow me for pre-market and after-hours movers every day. AFTER-HOURS MOVERS: Currently Higher: -- IREN Limited (IREN) up XXX% after equity offering Currently Lower After Earnings: Penguin Solutions (PENG) down XXXX% Currently Also Lower: -- Esperion Therapeutics (ESPR) down XXXX% after equity offering -- Joby Aviation (JOBY) down XXX% after equity offering -- Fair Isaac (FICO) down XXX% after Equifax halves mortgage score price -- Bullish (BLSH) down XXX% after monthly metrics" [X Link](https://x.com/CorleoneDon77/status/1975719554169856221) [@CorleoneDon77](/creator/x/CorleoneDon77) 2025-10-08T00:27Z 6439 followers, XXX engagements "$MSFT $AON From The Financial Times: "Insurers balk at multibillion-dollar claims faced by OpenAI and Anthropic"" [X Link](https://x.com/CorleoneDon77/status/1975877480302133281) [@CorleoneDon77](/creator/x/CorleoneDon77) 2025-10-08T10:54Z 6439 followers, XXX engagements "$J Truist raises price target on Jacobs to $XXX from $XXX -- Keeps 'Hold' rating. -- Part of a broader research note previewing Q3 results in Machinery Infrastructure Services and Multi-Industry Industrial Technology" [X Link](https://x.com/CorleoneDon77/status/1975888972791611689) [@CorleoneDon77](/creator/x/CorleoneDon77) 2025-10-08T11:40Z 6440 followers, XXX engagements "$RDW Redwire 9.962M share Spot Secondary priced at $10.15" [X Link](https://x.com/CorleoneDon77/status/1975895363119907024) [@CorleoneDon77](/creator/x/CorleoneDon77) 2025-10-08T12:05Z 6442 followers, 1247 engagements "$TFPM $ASTS $CRML $MRX $KPTI $NNE $FDX $ESPR $JOBY Feel free to follow me for pre-market and after-hours movers every day. PRE-MARKET MOVERS: Currently Higher After Earnings: -- Triple Flag (TFPM) up XXX% Currently Higher: -- AST SpaceMobile (ASTS) up XXXX% after signing of a definitive commercial agreement with Verizon (VZ) to provide direct-to-cellular AST SpaceMobile service when needed for Verizon customers starting in 2026 -- Critical Metals (CRML) up XXXX% after securing 10-year Tanbreez offtake agreement for XX% of production -- Marex Group (MRX) up XXX% after providing its Q3 outlook" [X Link](https://x.com/CorleoneDon77/status/1975910912037900431) [@CorleoneDon77](/creator/x/CorleoneDon77) 2025-10-08T13:07Z 6434 followers, XXX engagements "$COST Costco reports September comparable sales up 5.7%" [X Link](https://x.com/CorleoneDon77/status/1976019877698641973) [@CorleoneDon77](/creator/x/CorleoneDon77) 2025-10-08T20:20Z 6436 followers, XXX engagements "$NFLX From Bloomberg: "Netflix Brings Video Games to Its TV Service for First Time" -- Takeaways: - Netflix Inc. is making its video games available for play on TVs for the first time with games including Boggle Party and Lego Party. - The company's games can be played in groups with subscribers using their phones as controllers and the play will be on the big screen. - Netflix is committed to games as a big part of its future and has identified categories to prioritize including games for kids games for parties and mainstream hits" [X Link](https://x.com/CorleoneDon77/status/1976234742308614627) [@CorleoneDon77](/creator/x/CorleoneDon77) 2025-10-09T10:34Z 6437 followers, XXX engagements "$DAL Delta Air Lines reports Q3 EPS $XXXX consensus $XXXX -- Q3 revenue $15.2B consensus $15.96B. -- Sees Q4 EPS $1.60-$1.90 consensus $XXXX. -- Sees Q4 revenue up 2%-4%. -- Sees Q4 operating margin 10.5%-12%. -- Backs FY25 EPS view $XXXX consensus $XXXX. -- Narrows FY25 free cash flow view to $3.5B-$4B from $3B-$4B. -- Sees FY25 gross leverage less than 2.5x" [X Link](https://x.com/CorleoneDon77/status/1976236316791644427) [@CorleoneDon77](/creator/x/CorleoneDon77) 2025-10-09T10:40Z 6442 followers, XXX engagements "$NEOG Neogen reports Q1 adjusted EPS 4c consensus 4c -- Q1 revenue $209.19M consensus $204.15M. -- Backs FY26 revenue view $820M-$840M consensus $819.1M" [X Link](https://x.com/CorleoneDon77/status/1976249902360559849) [@CorleoneDon77](/creator/x/CorleoneDon77) 2025-10-09T11:34Z 6438 followers, XXX engagements "$ETN -- Citi raises price target on Eaton to $XXX from $XXX -- Keeps 'Buy' rating. -- Added an "upside 90-day positive catalyst watch." -- Believes Eaton is well positioned to benefit from "robust" data center infrastructure demand" [X Link](https://x.com/CorleoneDon77/status/1976251713855394248) [@CorleoneDon77](/creator/x/CorleoneDon77) 2025-10-09T11:41Z 6443 followers, XXX engagements "$AMCR -- Amcor appoints Stephen Scherger as EVP and CFO. -- Still sees Q1 adjusted EPS 18c-20c consensus 18c. -- Still sees FY26 EPS 80c-83c consensus 81c. -- Still sees FY26 free cash flow $1.8B-$1.9B" [X Link](https://x.com/CorleoneDon77/status/1976386308655419458) [@CorleoneDon77](/creator/x/CorleoneDon77) 2025-10-09T20:36Z 6438 followers, XXX engagements "$ESTC Elastic raises FY26 revenue view to $1.697B-$1.703B consensus $1.69B -- Prior FY26 revenue guidance was $1.679B-$1.689B. -- Announces $500M share repurchase program" [X Link](https://x.com/CorleoneDon77/status/1976397537574781124) [@CorleoneDon77](/creator/x/CorleoneDon77) 2025-10-09T21:21Z 6439 followers, XXX engagements "$BMY Bristol Myers to acquire Orbital Therapeutics for $1.5B in cash at closing" [X Link](https://x.com/CorleoneDon77/status/1976604991277461576) [@CorleoneDon77](/creator/x/CorleoneDon77) 2025-10-10T11:05Z 6441 followers, XXX engagements "#Uranium #uraniumstocks #nuclear #nuclearenergy #nuclearstocks $DNN Raymond James raises price target on Denison Mines to C$4.35 (USD $3.10) from C$4.05 (USD $2.89) -- Keeps 'Outperform' rating" [X Link](https://x.com/CorleoneDon77/status/1976607174064316817) [@CorleoneDon77](/creator/x/CorleoneDon77) 2025-10-10T11:14Z 6439 followers, 2712 engagements "#Uranium #uraniumstocks #nuclear #nuclearenergy #nuclearstocks $NXE Raymond James raises price target on NexGen Energy to C$13.50 (USD $9.63) from C$12.50 (USD $8.92) -- Keeps 'Outperform' rating" [X Link](https://x.com/CorleoneDon77/status/1976607781697536155) [@CorleoneDon77](/creator/x/CorleoneDon77) 2025-10-10T11:16Z 6437 followers, 2603 engagements "$NVDA $ORCL $QQQ $SMH $CRWV $SOXX $MSFT From Barron's: "Nvidia Microsoft and OpenAI Have Investors Going in Circles. This Chart Shows How." Since Nvidia agreed last monthto invest $XXX billion in its customer OpenAI investors and analysts who follow artificial intelligence have awakened to that industrys circularity. Nvidia puts money into OpenAI. OpenAI and its data center partners buy chips from Nvidia. Other circles encompass Microsoft Oracle and the data center firm CoreWeave. The circles remind some on Wall Street of the wash trades between venture capital-backed start-ups before the" [X Link](https://x.com/CorleoneDon77/status/1976613812561117355) [@CorleoneDon77](/creator/x/CorleoneDon77) 2025-10-10T11:40Z 6441 followers, 2142 engagements "$PONY -- Jefferies initiated coverage of Pony AI with a Buy rating. -- $XXXXX price target. -- Views Pony as best positioned to harness network effects and margin expansion as autonomous mobility scales. -- Sees the company capturing XX% of the domestic Chinese market long term" [X Link](https://x.com/CorleoneDon77/status/1976632207813882143) [@CorleoneDon77](/creator/x/CorleoneDon77) 2025-10-10T12:53Z 6438 followers, XXX engagements "$APLD $CODI $STLA $PONY $LEVI $MOS $ALH $DOCS Feel free to follow me for pre-market and after-hours movers every day. PRE-MARKET MOVERS: Currently Higher After Earnings: -- Applied Digital (APLD) up XXXX% Currently Also Higher: -- Compass Diversified (CODI) up XXXX% as investors pointed to its stake in Arnold Magnetic Technologies a supplier and processor of rare earth materials -- Stellantis (STLA) up XXX% after reporting consolidated shipments for September of 1.3M units a XX% increase -- PonyAI (PONY) up XXX% after being initiated with a 'Buy' rating at Jefferies with a $XXXXX price" [X Link](https://x.com/CorleoneDon77/status/1976638793416425926) [@CorleoneDon77](/creator/x/CorleoneDon77) 2025-10-10T13:19Z 6434 followers, XXX engagements "$DIA $SPY $QQQ $IWM $TLT $AAPL $MSFT $NVDA $AMZN $NFLX $META $GOOGL $TSLA $PLTR $ORCL Trump just posted: "Some very strange things are happening in China They are becoming very hostile and sending letters to Countries throughout the World that they want to impose Export Controls on each and every element of production having to do with Rare Earths and virtually anything else they can think of even if its not manufactured in China. Nobody has ever seen anything like this but essentially it would clog the Markets and make life difficult for virtually every Country in the World especially for" [X Link](https://x.com/CorleoneDon77/status/1976666063703073111) [@CorleoneDon77](/creator/x/CorleoneDon77) 2025-10-10T15:08Z 6435 followers, 1243 engagements "$DIA $SPY $QQQ $IWM $TLT This is from Friday AMC. I believe this is worth reading. I have spoken before about Credit Default Swaps on my podcast and in light of this type of news I will be watching them closely in the near term. From Bloomberg: "Morgan Stanley Seeking Cash From Jefferies Point Bonita" -- Key Takeaways: - Morgan Stanley's asset-management business asked to redeem some money it invested in a Jefferies Financial Group Inc. fund with large exposure to the trade debt of bankrupt auto-parts supplier First Brands Group. - The fund Point Bonita Capital had about a quarter of its" [X Link](https://x.com/CorleoneDon77/status/1977378791316918442) [@CorleoneDon77](/creator/x/CorleoneDon77) 2025-10-12T14:20Z 6438 followers, 1122 engagements "$SPIR Spire Global options imply XXX% move in share price post-earnings" [X Link](https://x.com/CorleoneDon77/status/1977796999685529726) [@CorleoneDon77](/creator/x/CorleoneDon77) 2025-10-13T18:02Z 6435 followers, XXX engagements "$OEC Orion S.A. cuts FY25 adjusted EBITDA view to $220M-$235M from $270M-$290M" [X Link](https://x.com/CorleoneDon77/status/1977840092031934597) [@CorleoneDon77](/creator/x/CorleoneDon77) 2025-10-13T20:53Z 6439 followers, XXX engagements "$TAOX TAO Synergies announces $11M private placement" [X Link](https://x.com/CorleoneDon77/status/1977846367243362803) [@CorleoneDon77](/creator/x/CorleoneDon77) 2025-10-13T21:18Z 6438 followers, XXX engagements "$NVTS $MNTS $PII $TAOX $OEC $TXT $RMCF $OEC Feel free to follow me for pre-market and after-hours movers every day. AFTER-HOURS MOVERS: Currently Higher: -- Navitas Semiconductor (NVTS) up XXXX% after announcing progress in development of advanced medium and high XXX VDC voltage GaN and SiC power devices -- Momentus (MNTS) up XXXX% after signing $15M global agreement with Solstar Space -- Polaris (PII) up XXXX% after announcing it will sell a majority stake in Indian Motorcycle to Carolwood LP -- Textron (TXT) up XXX% after announcing Cessna Citation M2 Gen2 achieves FAA certification -- TAO" [X Link](https://x.com/CorleoneDon77/status/1977931785259348250) [@CorleoneDon77](/creator/x/CorleoneDon77) 2025-10-14T02:57Z 6438 followers, XXX engagements "$TLX.X Telix Pharmaceuticals reports Q3 revenue $206M vs. $135M last year -- Telix Pharmaceuticals raises FY25 revenue view to $800M-$820M from $770M-$800M" [X Link](https://x.com/CorleoneDon77/status/1978045104460890162) [@CorleoneDon77](/creator/x/CorleoneDon77) 2025-10-14T10:27Z 6443 followers, XXX engagements "$NVA $LYSCF $MP $UUUU $NB $REMX $IONR From The Financial Times: "Western companies warn of China rare-earth supply chain chaos"" [X Link](https://x.com/CorleoneDon77/status/1978052445080003038) [@CorleoneDon77](/creator/x/CorleoneDon77) 2025-10-14T10:57Z 6439 followers, XXX engagements "$ORCL $AMD $NVDA $QQQ $SMH From CNBC: "Oracle Cloud to deploy 50000 AMD AI chips signaling new Nvidia competition" -- KEY POINTS: - Oracle Cloud Infrastructure on Tuesday announced that it will deploy 50000 Advanced Micro Devices graphics processors starting in the second half of 2026. - The move is the latest sign that cloud companies are increasingly offering AMDs GPUs as an alternative to Nvidias market-leading GPUs for artificial intelligence. - We feel like customers are going to take up AMD very very well especially in the inferencing space Karan Batta senior vice president of Oracle" [X Link](https://x.com/CorleoneDon77/status/1978070738641752321) [@CorleoneDon77](/creator/x/CorleoneDon77) 2025-10-14T12:09Z 6438 followers, XXX engagements "$ACI $WFC $DPZ $ATXS $KOPN $GS $JPM $BLK $BCRX $GM Feel free to follow me for pre-market and after-hours movers every day. PRE-MARKET MOVERS: Currently Higher After Earnings: -- Albertsons (ACI) up XXX% -- Wells Fargo (WFC) up XXX% -- Domino's Pizza (DPZ) up XXX% Currently Also Higher: -- Astria Therapeutics (ATXS) up XXXX% after entering into a definitive agreement under which BioCryst (BCRX) has agreed to acquire the company for a mix of cash and stock representing an implied value of $XXXXX per Astria share -- Kopin (KOPN) up XXX% after securing $3M in orders from aerospace company" [X Link](https://x.com/CorleoneDon77/status/1978090568228983226) [@CorleoneDon77](/creator/x/CorleoneDon77) 2025-10-14T13:28Z 6441 followers, 1910 engagements "$MGM MGM Resorts withdraws commercial casino license application in New York" [X Link](https://x.com/CorleoneDon77/status/1978202162569052313) [@CorleoneDon77](/creator/x/CorleoneDon77) 2025-10-14T20:52Z 6439 followers, XXX engagements "$CFG Citizens Financial reports Q3 EPS $XXXX consensus $XXXX -- Q3 revenue $XXXX consensus $2.1B. -- Raises quarterly dividend XXX% to 46c from 42c per share" [X Link](https://x.com/CorleoneDon77/status/1978412714574709152) [@CorleoneDon77](/creator/x/CorleoneDon77) 2025-10-15T10:48Z 6439 followers, XXX engagements "$CMCSA $CMCSK From The New York Post: "NBC News to cut XXX jobs X% of workforce as staffers dreading whats to come at XX Rock"" [X Link](https://x.com/CorleoneDon77/status/1978414187748409592) [@CorleoneDon77](/creator/x/CorleoneDon77) 2025-10-15T10:54Z 6435 followers, XXX engagements "$SOFI -- Keefe Bruyette raises price target on SoFi Technologies to $XX from $XX -- Keeps 'Underperform' rating" [X Link](https://x.com/CorleoneDon77/status/1978420794775474398) [@CorleoneDon77](/creator/x/CorleoneDon77) 2025-10-15T11:20Z 6439 followers, 7771 engagements "$ABT Abbott reports Q3 adjusted EPS $XXXX consensus $XXXX -- Q3 revenue $11.37B consensus $11.39B. -- Narrows FY25 adjusted EPS view to $5.12-$5.18 from $5.10-$5.20 consensus $XXXX. -- Reaffirms previously provided full-year 2025 organic sales growth guidance of XXX% to XXX% excluding COVID-19 testing-related sales or XXX% to XXX% when including COVID-19 testing-related sales" [X Link](https://x.com/CorleoneDon77/status/1978425795065368934) [@CorleoneDon77](/creator/x/CorleoneDon77) 2025-10-15T11:40Z 6443 followers, XXX engagements "$HI Hillenbrand to be acquired by Lone Star for $XXXXX per share or $3.8B" [X Link](https://x.com/CorleoneDon77/status/1978433152876974180) [@CorleoneDon77](/creator/x/CorleoneDon77) 2025-10-15T12:09Z 6436 followers, XXX engagements "$INMD From the FDA: "Potential Risks with Certain Uses of Radiofrequency (RF) Microneedling FDA Safety Communication"" [X Link](https://x.com/CorleoneDon77/status/1978480024429674777) [@CorleoneDon77](/creator/x/CorleoneDon77) 2025-10-15T15:16Z 6439 followers, XXX engagements "$FFIV -- F5 evaluating impact of cyberattack on financials -- As per a regulatory filing: "As of the date of this disclosure this incident has not had a material impact on the Company's operations and the Company is evaluating the impact this incident may reasonably have on its financial condition or results of operations."" [X Link](https://x.com/CorleoneDon77/status/1978502501470240901) [@CorleoneDon77](/creator/x/CorleoneDon77) 2025-10-15T16:45Z 6440 followers, XXX engagements "$JBHT J.B. Hunt reports Q3 EPS $XXXX consensus $XXXX -- Q3 revenue $3.05B consensus $3.02B" [X Link](https://x.com/CorleoneDon77/status/1978554695883899262) [@CorleoneDon77](/creator/x/CorleoneDon77) 2025-10-15T20:12Z 6436 followers, XXX engagements "$REXR Rexford Industrial reports Q3 core FFO 60c consensus 59c -- Q3 revenue $253.2M consensus $251M. -- Narrows FY25 core FFO view to $2.39-$2.41 from $2.37-$2.41 consensus for FY25 FFO is $2.38" [X Link](https://x.com/CorleoneDon77/status/1978555604651196738) [@CorleoneDon77](/creator/x/CorleoneDon77) 2025-10-15T20:16Z 6441 followers, XXX engagements "$BITF Bitfarms announces $300M convertible senior notes offering" [X Link](https://x.com/CorleoneDon77/status/1978555797417128154) [@CorleoneDon77](/creator/x/CorleoneDon77) 2025-10-15T20:17Z 6440 followers, 1420 engagements "$BDX Becton Dickinson CFO Chris DelOrefice to depart Vitor Roque interim CFO -- Sees Q4 revenue $5.9B consensus $5.91B -- Sees FY25 revenue $21.8B consensus $21.86B -- Sees FY25 EPS 'at or above' midpoint of prior guidance" [X Link](https://x.com/CorleoneDon77/status/1978557090424582378) [@CorleoneDon77](/creator/x/CorleoneDon77) 2025-10-15T20:22Z 6439 followers, XXX engagements "$MMSI Merit Medical to acquire C2 CryoBalloon device for $22M sees dilution" [X Link](https://x.com/CorleoneDon77/status/1978558040233144802) [@CorleoneDon77](/creator/x/CorleoneDon77) 2025-10-15T20:26Z 6441 followers, XXX engagements "$FR First Industrial Realty reports Q3 FFO 76c consensus 74c -- Q3 revenue $181.43M consensus $182.63M. -- Raises 2025 FFO view to $2.94-$2.98 from $2.88-$2.96 consensus $2.92" [X Link](https://x.com/CorleoneDon77/status/1978562461381927117) [@CorleoneDon77](/creator/x/CorleoneDon77) 2025-10-15T20:43Z 6438 followers, XXX engagements "$HPE HP Enterprise falls over X% after issuing outlook at analyst meeting -- Sees FY26 adjusted EPS $2.20-$2.40 consensus $XXXX -- Sees FY26 revenue growth 5%-10%. -- Sees FY26 networking revenue growth in low-to-mid single digits. -- Sees FY26 cloud and AI revenue growth mid-single digits to low-double digits. -- Sees FY26 free cash flow $1.5B-$2B. -- To increase FY26 dividend 10%. -- Authorizes extra $3B for buyback" [X Link](https://x.com/CorleoneDon77/status/1978563416055800197) [@CorleoneDon77](/creator/x/CorleoneDon77) 2025-10-15T20:47Z 6443 followers, 1298 engagements "$EPAC Enerpac Tool reports Q4 adjusted EPS 52c vs. 50c last year -- Q4 revenue $167.5M vs. $158.7M last year. -- Sees FY26 adjusted EPS $1.85-$2.00 vs.$1.81 in FY25 -- Sees FY26 revenue $635M-$655M vs. $617M in FY25. -- Announces new $200M share repurchase plan" [X Link](https://x.com/CorleoneDon77/status/1978568187043094797) [@CorleoneDon77](/creator/x/CorleoneDon77) 2025-10-15T21:06Z 6441 followers, XXX engagements "$CRM $UAL $JBHT $HPE $BITF $BANR $SNV Feel free to follow me for pre-market and after-hours movers every day. AFTER-HOURS MOVERS: Currently Higher After Earnings: -- J.B. Hunt (JBHT) up XXXX% -- Banner Corporation (BANR) up XXX% -- Synovus Financial Corp. (SNV) up XXX% Currently Also Higher: -- Salesforce (CRM) up XXX% after issuing medium term guidance at DreamForce Currently Lower After Earnings: -- United Airlines (UAL) down XXX% Currently Also Lower: -- Hewlett Packard Enterprise (HPE) down XXX% after issuing FY26 guidance at analyst meeting -- Bitfarms Ltd. (BITF) down XXX% after" [X Link](https://x.com/CorleoneDon77/status/1978612921786945975) [@CorleoneDon77](/creator/x/CorleoneDon77) 2025-10-16T00:04Z 6436 followers, XXX engagements "$DIA $SPY $QQQ $IWM $TLT $AAPL $MSFT $NVDA $AMZN $NFLX $META $GOOGL $TSLA $PLTR $ORCL I was reading @WOWSTrade 's Daily Wrap today and ran across an interesting comment he made (I have attached it to this post). After reading it it triggered some of my own thoughts in this area and I wanted to share them with you here. PLEASE NOTE THESE ARE MY PERSONAL OPINIONS AND THEY HAVE NO BEARING ON THE MARKETS. These are my stream-of-consciousness thoughts: -- My experience would validate the idea of "dash for trash" typically occuring toward the end of bull markets. -- However what I personally find" [X Link](https://x.com/CorleoneDon77/status/1978686043533570172) [@CorleoneDon77](/creator/x/CorleoneDon77) 2025-10-16T04:54Z 6439 followers, XXX engagements "$BK BNY Mellon reports Q3 adjusted EPS $XXXX consensus $XXXX -- Q3 revenue $5.08B consensus $4.98B. -- Q3 tangible book value per share $XXXXX. -- Q3 CET1 capital ratio 11.7%" [X Link](https://x.com/CorleoneDon77/status/1978776006505693676) [@CorleoneDon77](/creator/x/CorleoneDon77) 2025-10-16T10:52Z 6441 followers, XXX engagements "$NVA $IONR $LYSCF $MP $UUUU $NB $REMX $NVX From Reuters: "Rare earths tensions rise as US and China trade barbs"" [X Link](https://x.com/CorleoneDon77/status/1978777366492074167) [@CorleoneDon77](/creator/x/CorleoneDon77) 2025-10-16T10:57Z 6441 followers, XXX engagements "$TRV Travelers reports Q3 core EPS $XXXX consensus $XXXX -- Q3 revenue $12.47B consensus $11.15B" [X Link](https://x.com/CorleoneDon77/status/1978778461469618223) [@CorleoneDon77](/creator/x/CorleoneDon77) 2025-10-16T11:02Z 6436 followers, XXX engagements "$CMC Commercial Metals reports Q4 adjusted EPS $XXXX consensus $XXXX -- Reports Q4 revenue $2.11B consensus $2.09B. -- CEO sees Q1 results "consistent" with Q4" [X Link](https://x.com/CorleoneDon77/status/1978783320423997907) [@CorleoneDon77](/creator/x/CorleoneDon77) 2025-10-16T11:21Z 6441 followers, XXX engagements "$SCHW Charles Schwab reports Q3 adjusted EPS $XXXX consensus $XXXX -- Q3 revenue $6.14B consensus $6.02B" [X Link](https://x.com/CorleoneDon77/status/1978787151216029772) [@CorleoneDon77](/creator/x/CorleoneDon77) 2025-10-16T11:36Z 6439 followers, XXX engagements "$MAN ManpowerGroup reports Q3 adjusted EPS 83c consensus 81c -- Q3 revenue $4.6B consensus $4.6B. -- ManpowerGroup sees Q4 diluted EPS 78c-88c consensus 83c" [X Link](https://x.com/CorleoneDon77/status/1978787624467804362) [@CorleoneDon77](/creator/x/CorleoneDon77) 2025-10-16T11:38Z 6441 followers, XXX engagements "$FFIV $DIA $SPY $QQQ From Bloomberg: "Potentially Catastrophic Cyber Firm Breach Blamed on China" -- Takeaways: - A breach of F5 Inc. has been blamed on state-backed hackers from China with the hackers gaining "long-term persistent access" to certain systems and stealing files including source code. - The hackers were in F5's network for at least XX months according to representatives for F5 and stole details about flaws that could be used to target the company's customers. - The breach has prompted warnings from authorities in the US and UK with the US Cybersecurity and Infrastructure" [X Link](https://x.com/CorleoneDon77/status/1978796337404461150) [@CorleoneDon77](/creator/x/CorleoneDon77) 2025-10-16T12:13Z 6438 followers, XXX engagements "$SBET SharpLink Gaming prices 4.5M shares at $XXXXX in registered direct offering" [X Link](https://x.com/CorleoneDon77/status/1978796781346468186) [@CorleoneDon77](/creator/x/CorleoneDon77) 2025-10-16T12:14Z 6438 followers, XXX engagements "$SCHW $TSM $USB $MTB $JACK $CRM $CRML $SBET $TRV $MMC $BC $KEY $HPE Feel free to follow me for pre-market and after-hours movers every day. PRE-MARKET MOVERS: Currently Higher After Earnings: -- Charles Schwab (SCHW) up XXX% -- TSMC (TSM) up XXX% -- U.S. Bancorp (USB) up XXX% -- M&T Bank (MTB) up XXX% Currently Also Higher: -- Jack in the Box (JACK) up XXX% after entering into a definitive agreement to sell Del Taco to Yadav Enterprises for $115M in cash -- Salesforce (CRM) up XXX% after issuing guidance at DreamForce -- Critical Metals (CRML) up XXXX% after announcing $50M PIPE financing --" [X Link](https://x.com/CorleoneDon77/status/1978811370184528127) [@CorleoneDon77](/creator/x/CorleoneDon77) 2025-10-16T13:12Z 6439 followers, XXX engagements "$CSX CSX reports Q3 adjusted EPS 44c consensus 42c -- Q3 revenue $3.59B consensus $3.57B. -- Volume totaled 1.61M units for the quarter up X% compared to third quarter 2024 and up X% sequentially" [X Link](https://x.com/CorleoneDon77/status/1978920282053062717) [@CorleoneDon77](/creator/x/CorleoneDon77) 2025-10-16T20:25Z 6435 followers, XXX engagements "$NMAX Newsmax to buy $5M in Bitcoin and Trump Coin" [X Link](https://x.com/CorleoneDon77/status/1978921340393427138) [@CorleoneDon77](/creator/x/CorleoneDon77) 2025-10-16T20:29Z 6439 followers, XXX engagements "$CNS Cohen & Steers reports Q3 EPS adjusted EPS 81c vs. 73c last quarter -- Q3 revenue $141.7M vs. $133.4M a year ago and $136.13M last quarter. -- Reports September XX AUM $90.9B vs. $88.9B at June XX and Q3 average AUM $89.7B vs. $87.2B for Q2" [X Link](https://x.com/CorleoneDon77/status/1978922360691458471) [@CorleoneDon77](/creator/x/CorleoneDon77) 2025-10-16T20:33Z 6440 followers, XXX engagements "$CSX $FNB $CNS $KZR $PRAX $GBCI $WAFD $IBKR $OZK Feel free to follow me for pre-market and after-hours movers every day. AFTER-HOURS MOVERS: Currently Higher After Earnings: -- CSX (CSX) up XXX% -- F.N.B. (FNB) up XXX% -- Cohen & Steers (CNS) up XXX% Currently Also Higher: -- Kezar Life Sciences (KZR) up XXXX% after announcing it will explore strategic alternatives as it has been unable to align with FDA on potential registrational clinical trial of zetomipzomib -- Praxis Precision Medicines (PRAX) up XXX% despite common stock offering on momentum following today's XXX% spike Currently Lower" [X Link](https://x.com/CorleoneDon77/status/1978983111091458202) [@CorleoneDon77](/creator/x/CorleoneDon77) 2025-10-17T00:35Z 6440 followers, XXX engagements "$BITF Bitfarms upsizes convertible senior notes offering to $500M from $300M" [X Link](https://x.com/CorleoneDon77/status/1979139155583025356) [@CorleoneDon77](/creator/x/CorleoneDon77) 2025-10-17T10:55Z 6439 followers, XXX engagements "$ATAI Atai Life Sciences 23.725M share Spot Secondary priced at $5.48" [X Link](https://x.com/CorleoneDon77/status/1979139328618946911) [@CorleoneDon77](/creator/x/CorleoneDon77) 2025-10-17T10:56Z 6438 followers, XXX engagements "$LXEO Lexeo Therapeutics 15.625M share Spot Secondary priced at $8.00" [X Link](https://x.com/CorleoneDon77/status/1979139542151057444) [@CorleoneDon77](/creator/x/CorleoneDon77) 2025-10-17T10:56Z 6441 followers, XXX engagements "$FITB Fifth Third reports Q3 EPS 91c consensus 86c -- Q3 revenue $2.31B consensus $2.29B. -- Q3 net interest margin XXXX% vs. XXXX% last year. -- Sees Q4 NII stable to up X% vs. Q3" [X Link](https://x.com/CorleoneDon77/status/1979142022247203121) [@CorleoneDon77](/creator/x/CorleoneDon77) 2025-10-17T11:06Z 6438 followers, XXX engagements "$CME From Bloomberg: "CME Plans to Launch Sports Contracts to Compete With Kalshi" -- Takeaways: - CME Group Inc. is planning to debut financial contracts tied to sports games and economic indicators by the end of the year according to people familiar with the matter. - The products would bring CME into more direct competition with Kalshi and Polymarket platforms for so-called prediction markets that have been making rapid moves into the financial mainstream. - CME is preparing to release its new contracts to the public through future commission merchants including the one it is setting up" [X Link](https://x.com/CorleoneDon77/status/1979142989537567067) [@CorleoneDon77](/creator/x/CorleoneDon77) 2025-10-17T11:10Z 6441 followers, XXX engagements "$TFC Truist Financial reports Q3 adjusted EPS $XXXX consensus 99c -- Q3 revenue $5.24B consensus $5.2B. -- Q3 CET1 capital ratio 11%" [X Link](https://x.com/CorleoneDon77/status/1979143538790019237) [@CorleoneDon77](/creator/x/CorleoneDon77) 2025-10-17T11:12Z 6441 followers, XXX engagements "$SLB SLB reports Q3 adjusted EPS 69c consensus 66c -- Q3 revenue $8.93B consensus $8.92B. -- Q3 cash flow from operations $1.X.68B free cash flow $1.1B -- CEO expects international markets to lead an activity rebound -- Backs FY25 CapEx view $2.4B" [X Link](https://x.com/CorleoneDon77/status/1979144245324743131) [@CorleoneDon77](/creator/x/CorleoneDon77) 2025-10-17T11:15Z 6436 followers, XXX engagements "$ALV Autoliv reports Q3 adjusted EPS $XXXX consensus $XXXX -- Q3 revenue $2.7B consensus $2.7B. -- Sees FY25 organic sales growth around 3%" [X Link](https://x.com/CorleoneDon77/status/1979144684715872469) [@CorleoneDon77](/creator/x/CorleoneDon77) 2025-10-17T11:17Z 6441 followers, XXX engagements "$F $GM $HMC $NSANY $TM $TSLA $VWAGY $STLA $LCID $RIVN $MBGYY Good ol' lobbies: From Bloomberg: "US Nears Tariff Relief for Auto Industry After Lobbying Push" -- Takeaways: - The White House is poised to ease tariffs on the US auto industry a move that would deliver a major win for carmakers. - The Commerce Department is slated to announce a five-year extension for an arrangement that allows automakers to reduce what they pay in tariffs on imported car parts. - The concession follows months of lobbying by carmakers including Ford Motor Co. and General Motors Co. to secure relief from President" [X Link](https://x.com/CorleoneDon77/status/1979147975440883812) [@CorleoneDon77](/creator/x/CorleoneDon77) 2025-10-17T11:30Z 6438 followers, XXX engagements "$ALLY Ally Financial reports Q3 adjusted EPS $XXXX consensus $XXXX -- Q3 revenue $2.17B consensus $2.11B. -- Q3 net interest margin XXXX% vs. XXXX% last year compared to Q2 NIM of 3.45%" [X Link](https://x.com/CorleoneDon77/status/1979148569270468857) [@CorleoneDon77](/creator/x/CorleoneDon77) 2025-10-17T11:32Z 6442 followers, XXX engagements "$BITF $BTC $ETH $LLY $AXP $CSX $FITB $HBAN $TFC $STT $ASTS $MU $SOL Feel free to follow me for pre-market and after-hours movers every day. PRE-MARKET MOVERS: Currently Higher After Earnings: -- American Express (AXP) up XXX% -- CSX (CSX) up XXX% -- Fifth Third (FITB) up XXX% -- Huntington Banchsares (HBAN) up XXX% -- Truist Financial (TFC) up XXX% Currently Lower After Earnings: -- State Street (STT) down XXX% Currently Also Lower: -- Eli Lilly (LLY) down XXX% after President Donald Trump said the price of Ozempic could come down based on negotiations with the federal government -- AST" [X Link](https://x.com/CorleoneDon77/status/1979176848664756601) [@CorleoneDon77](/creator/x/CorleoneDon77) 2025-10-17T13:25Z 6438 followers, XXX engagements "$NVDA $TSM From Axios: "Nvidia and TSMC unveil first Blackwell chip wafer made in U.S."" [X Link](https://x.com/CorleoneDon77/status/1979286950856048993) [@CorleoneDon77](/creator/x/CorleoneDon77) 2025-10-17T20:42Z 6442 followers, XXX engagements "$FBGL FBS Global files to sell 20M-40M ordinary shares" [X Link](https://x.com/CorleoneDon77/status/1979287150978846782) [@CorleoneDon77](/creator/x/CorleoneDon77) 2025-10-17T20:43Z 6440 followers, XXX engagements "$CRDL Cardiol Therapeutics trading halted news pending" [X Link](https://x.com/CorleoneDon77/status/1979287539556192427) [@CorleoneDon77](/creator/x/CorleoneDon77) 2025-10-17T20:44Z 6435 followers, XXX engagements "$BX $HOLX $TPG From Bloomberg: "Blackstone TPG Near Hologic Deal for More Than $XX Billion"" [X Link](https://x.com/CorleoneDon77/status/1979355367323898045) [@CorleoneDon77](/creator/x/CorleoneDon77) 2025-10-18T01:14Z 6438 followers, XXX engagements "$AMZN $GOOGL $MSFT $META $ORCL I thought this was interesting:" [X Link](https://x.com/CorleoneDon77/status/1980095924283093246) [@CorleoneDon77](/creator/x/CorleoneDon77) 2025-10-20T02:17Z 6436 followers, 1199 engagements "$ZION Zions Bancorp options imply XXX% move in share price post-earnings" [X Link](https://x.com/CorleoneDon77/status/1980351362916577340) [@CorleoneDon77](/creator/x/CorleoneDon77) 2025-10-20T19:12Z 6443 followers, XXX engagements "$STLD $CCK A couple of notable companies reporting after the market close with earnings consensus estimates: -- Steel Dynamics (STLD) consensus $XXXX -- Crown Holdings (CCK) consensus $1.99" [X Link](https://x.com/CorleoneDon77/status/1980352597572874626) [@CorleoneDon77](/creator/x/CorleoneDon77) 2025-10-20T19:17Z 6443 followers, XXX engagements "$GE $KO $PM $RTX $LMT $NOC $MMM $ELV $GM $PCAR $EFX $DGX Some notable companies reporting before tomorrow's open with earnings consensus estimates: -- GE Aerospace (GE) consensus $XXXX -- Coca-Cola (KO) consensus 78c -- Philip Morris (PM) consensus $XXXX -- RTX Corp (RTX) consensus $XXXX -- Lockheed Martin (LMT) consensus $XXXX -- Northrop Grumman (NOC) consensus $XXXX -- 3M (MMM) consensus $XXXX -- Elevance Health (ELV) consensus $XXXX -- General Motors (GM) consensus $XXXX -- Paccar (PCAR) consensus $XXXX -- Equifax (EFX) consensus $XXXX -- Quest Diagnostics (DGX) consensus $2.50" [X Link](https://x.com/CorleoneDon77/status/1980353900915130722) [@CorleoneDon77](/creator/x/CorleoneDon77) 2025-10-20T19:22Z 6443 followers, XXX engagements "$CTRA Coterra Energy price target raised to $XX from $XX at Wells Fargo Wells Fargo raised the firm's price target on Coterra Energy to $XX from $XX and keeps an Overweight rating on the shares. The firm marked to market its estimates to reflect actual commodity prices during Q1" [X Link](https://x.com/CorleoneDon77/status/1914086594778145134) [@CorleoneDon77](/creator/x/CorleoneDon77) 2025-04-20T22:39Z 6443 followers, XXX engagements "$CTRA Coterra Energy options imply XXX% move in share price post-earnings Pre-earnings options volume in Coterra Energy is 1.7x normal with puts leading calls 10:9. Implied volatility suggests the market is anticipating a move near XXX% or 97c after results are released. Median move over the past eight quarters is 2.3%" [X Link](https://x.com/CorleoneDon77/status/1919476325196419199) [@CorleoneDon77](/creator/x/CorleoneDon77) 2025-05-05T19:36Z 6443 followers, XXX engagements "$EPAM Attached is a Mizuho analyst note regarding EPAM issued today entitled: "GenAI Helps Drive Improving Demand: 2Q25 Two Additional Views " Mizuho has a 'Outperform' rating on EPAM with a $XXX price target" [X Link](https://x.com/CorleoneDon77/status/1955271600338612225) [@CorleoneDon77](/creator/x/CorleoneDon77) 2025-08-12T14:14Z 6444 followers, XXX engagements "$COO Cooper Companies announces $1B increase in share repurchase program" [X Link](https://x.com/CorleoneDon77/status/1968415967496560785) [@CorleoneDon77](/creator/x/CorleoneDon77) 2025-09-17T20:45Z 6443 followers, XXX engagements "$XRTX Xortx Therapeutics files to sell 4.76M common shares" [X Link](https://x.com/CorleoneDon77/status/1971311403043783134) [@CorleoneDon77](/creator/x/CorleoneDon77) 2025-09-25T20:30Z 6443 followers, XXX engagements "What does everyone here think Over-reaction or real concern $FLUT $DKNG Shares of Flutter Entertainment (FLUT) and DraftKings (DKNG) are under pressure on Tuesday after the U.S. prediction markets operator Kalshi launched a new same-game parlay-style product on NFL games on Monday. -- Commenting on the developments Jefferies says that it views the weakness in Flutter's shares as "an overreaction."" [X Link](https://x.com/CorleoneDon77/status/1973113049977389460) [@CorleoneDon77](/creator/x/CorleoneDon77) 2025-09-30T19:49Z 6443 followers, XXX engagements "$MRX Marex Group sees Q3 adjusted EPS 92c-97c consensus 91c -- Sees revenue $475M-$485M consensus $475.36M" [X Link](https://x.com/CorleoneDon77/status/1975880867152298333) [@CorleoneDon77](/creator/x/CorleoneDon77) 2025-10-08T11:08Z 6443 followers, XXX engagements "$SPY $OKLO $FRMI $NNE $SMR $PLUG $LEU $BE #Uranium #uraniumstocks #nuclear #nuclearenergy #nuclearstocks PLEASE NOTE THIS IS NOT NECESSARILY MY PERSONAL OPINION AND I AM NOT SHORT ANY OF THESE STOCKS. I AM SHARING SIMPLY TO KEEP INVESTORS INFORMED OF AN ARTICLE PUBLISHED BY A KNOWN AND FOLLOWED FINANCIAL PUBLICATION. IT IS AN OPINION PIECE AND IS UP TO THE READER TO DECIDE ITS POTENTIAL RELEVANCE: From The Wall Street Journal: "The Frothiest AI Bubble Is in EnergyStocks" -- Concept stocks with no revenue have soaring valuations Forget about the froth in tech valuations. The real excess might" [X Link](https://x.com/CorleoneDon77/status/1978463404332355779) [@CorleoneDon77](/creator/x/CorleoneDon77) 2025-10-15T14:10Z 6443 followers, XXX engagements "$TGB Taseko Mines announces $150M bought deal financing" [X Link](https://x.com/CorleoneDon77/status/1978558317388566869) [@CorleoneDon77](/creator/x/CorleoneDon77) 2025-10-15T20:27Z 6443 followers, XXX engagements "$TGB Taseko Mines 37.1M share Spot Secondary priced at $4.05" [X Link](https://x.com/CorleoneDon77/status/1978803412415217727) [@CorleoneDon77](/creator/x/CorleoneDon77) 2025-10-16T12:41Z 6443 followers, XXX engagements "$VICR Just FYI and this has no impact on the stock I took a starter today in VICR" [X Link](https://x.com/CorleoneDon77/status/1978867299592413316) [@CorleoneDon77](/creator/x/CorleoneDon77) 2025-10-16T16:55Z 6444 followers, XXX engagements "$WRB W. R. Berkley reports Q3 EPS $XXXX consensus $XXXX -- Q3 revenue $3.77B consensus $3.15B" [X Link](https://x.com/CorleoneDon77/status/1980367098623996158) [@CorleoneDon77](/creator/x/CorleoneDon77) 2025-10-20T20:14Z 6443 followers, XXX engagements "$IPAR Interparfums reports Q3 revenue $430M consensus $431.78M" [X Link](https://x.com/CorleoneDon77/status/1980367256728313968) [@CorleoneDon77](/creator/x/CorleoneDon77) 2025-10-20T20:15Z 6444 followers, XXX engagements "$ZION Zions Bancorp reports Q3 EPS $XXXX consensus $XXXX -- Q3 NIM XXXX% vs. XXXX% last year. -- Tangible book value per common share increased $XXXX or XX% to $38.64" [X Link](https://x.com/CorleoneDon77/status/1980367488140640553) [@CorleoneDon77](/creator/x/CorleoneDon77) 2025-10-20T20:16Z 6444 followers, 1901 engagements "$EOSE Disclosure: I am long EOSE: -- Eos Energy awarded joint $24M economic development packages in U.S. -- Eos Energy MN8 Energy sign supply agreement for energy storage -- Eos Energy Talen Energy partner to advance power capacity for AI infrastructure" [X Link](https://x.com/CorleoneDon77/status/1980634657726312838) [@CorleoneDon77](/creator/x/CorleoneDon77) 2025-10-21T13:57Z 6443 followers, XXX engagements "$EOSE Eos Energy contract expansion plans support 'bullish view' says Stifel -- Eos Energy (EOSE) announced a XXX MW supply agreement with MN8 Energy a strategic collaboration with Talen Energy (TLN) to help meet data center demand and expansion plans to meet rising demand. -- Stifel analyst Stephen Gengaro said the firm view these as positives that support the firm's "bullish view." -- Stifel reiterates a Buy rating and $XX price target on Eos shares" [X Link](https://x.com/CorleoneDon77/status/1980649774161523070) [@CorleoneDon77](/creator/x/CorleoneDon77) 2025-10-21T14:57Z 6443 followers, XXX engagements "$TXN Texas Instruments reports Q3 EPS $XXXX consensus $XXXX -- Q3 revenue $4.74B consensus $4.64B. -- Sees Q4 EPS $1.13-$1.39 consensus $XXXX -- Sees Q4 revenue $4.22B-$4.58B consensus $4.5B" [X Link](https://x.com/CorleoneDon77/status/1980726900889997487) [@CorleoneDon77](/creator/x/CorleoneDon77) 2025-10-21T20:04Z 6443 followers, XXX engagements "$NFLX Netflix reports Q3 EPS $XXXX consensus $XXXX -- Q3 revenue $11.51B consensus $11.51B. -- Sees Q4 EPS $XXXX consensus $XXXX. -- Sees Q4 revenue $11.96B consensus $11.9B. -- Revises FY25 revenue view to $45.1B from $44.8B-$45.2B consensus $45.03B" [X Link](https://x.com/CorleoneDon77/status/1980727364545048708) [@CorleoneDon77](/creator/x/CorleoneDon77) 2025-10-21T20:06Z 6443 followers, XXX engagements "$ISRG Intuitive Surgical reports Q3 EPS $XXXX consensus $XXXX -- Q3 revenue $2.51B consensus $2.41B. -- Raises FY25 procedure growth view to 17%-17.5% from 15.5%-17%. -- Raises FY25 gross profit margin view to 67%-67.5% of revenue from 66%-67% of revenue. -- Narrows FY25 operating expense growth view to 11%-13% from 10%-14%" [X Link](https://x.com/CorleoneDon77/status/1980729278783451351) [@CorleoneDon77](/creator/x/CorleoneDon77) 2025-10-21T20:13Z 6444 followers, XXX engagements "$PEGA Pegasystems reports Q3 adjusted EPS 30c consensus 20c -- Q3 revenue $381.35M consensus $350.85M. -- Q3 ACV up XX% year-over-year" [X Link](https://x.com/CorleoneDon77/status/1980729696674541571) [@CorleoneDon77](/creator/x/CorleoneDon77) 2025-10-21T20:15Z 6443 followers, XXX engagements "$VICR Vicor reports Q3 EPS 63c vs. 26c last year -- Q3 revenue $110.42M consensus $95.4M" [X Link](https://x.com/CorleoneDon77/status/1980730272388898949) [@CorleoneDon77](/creator/x/CorleoneDon77) 2025-10-21T20:17Z 6443 followers, XXX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@CorleoneDon77
"$NVA $IONR $LYSCF $MP $UUUU $NB $REMX This is likely weighing on rare earths today I would imagine: "US Cancels $XXX Million Cobalt Tender in Critical Minerals Blow" Takeaways: -- The US Defense Department canceled a tender to buy cobalt a sign of the challenges facing Western countries trying to bolster domestic supplies of the battery metal. -- The Defense Logistics Agency had sought offers for up to 7500 tons of cobalt over the next five years in a contract worth as much as $XXX million. -- The tender was dropped due to outstanding issues with the Statement of Work that need resolution"
X Link @CorleoneDon77 2025-10-16T16:51Z 6444 followers, XXX engagements
"$IBKR Interactive Brokers reports Q3 adjusted EPS 57c consensus 54c -- Q3 revenue $1.655B consensus $1.52B"
X Link @CorleoneDon77 2025-10-16T20:22Z 6444 followers, XXX engagements
"$CMA Comerica reports Q3 EPS $XXXX consensus $XXXX -- Net interest income was relatively stable at $574M while net interest margin decreased X basis points to 3.09%. -- Q3 Estimated common equity Tier X capital ratio of 11.90%. -- Not conducting earnings conference call amid pending Fifth Third merger"
X Link @CorleoneDon77 2025-10-17T11:08Z 6444 followers, XXX engagements
"$HBAN Huntington Bancshares reports Q3 EPS 41c consensus 38c -- Q3 revenue $2.15B consensus $2.05B"
X Link @CorleoneDon77 2025-10-17T11:21Z 6444 followers, XXX engagements
"$DIA $SPY $QQQ $IWM $TLT $AAPL $MSFT $NVDA $AMZN $NFLX $META $GOOGL $TSLA $PLTR $ORCL As usual since I have no friends I am looking for people to chat with at events like the @Stocktwits one next week linked below. Just to confirm is anyone going to be there that would like to meet in person:"
X Link @CorleoneDon77 2025-10-17T14:14Z 6443 followers, 13.6K engagements
"$CCK Crown Holdings reports Q3 adjusted EPS $XXXX consensus $XXXX -- Q3 revenue $3.2B consensus $3.14B. -- Raises FY25 adjusted EPS view to $7.70-$7.80 from $7.10-$7.50 consensus $XXXX. -- Sees FY25 FY25 adjusted free cash flow of approximately $1B up from prior view of $900M. -- Sees Q4 adjusted EPS $1.65-$1.75 consensus $1.58"
X Link @CorleoneDon77 2025-10-20T20:13Z 6443 followers, XXX engagements
"$STLD Steel Dynamics reports Q3 EPS $XXXX consensus $XXXX -- Q3 revenue $4.8B consensus $4.76B. -- Reports record steel shipments of 3.6M tons in Q3 -- CEO sees strong domestic demand for steel aluminum products"
X Link @CorleoneDon77 2025-10-20T20:36Z 6443 followers, XXX engagements
"$WCC Wesco reports Q2 adjusted EPS $XXXX consensus $XXXX -- Q2 revenue $5.9B consensus $5.82B. -- Backs FY25 adjusted EPS view $12.00-$14.50 consensus $13.21"
X Link @CorleoneDon77 2025-07-31T10:37Z 6443 followers, XXX engagements
"$TIXT $TU Telus to acquire full ownership of Telus Digital for $XXXX per share"
X Link @CorleoneDon77 2025-09-02T10:53Z 6443 followers, XXX engagements
"$PENG Penguin Solutions Inc. options imply XXXX% move in share price post-earnings"
X Link @CorleoneDon77 2025-10-07T17:05Z 6443 followers, XXX engagements
"$PENG Penguin Solutions reports Q4 EPS 43c consensus 37c -- Q4 revenue $338M consensus $342.1M. -- Q4 Non-GAAP gross margin of XXXX% for the current and year-ago quarters. -- Announces $75M buyback authorization"
X Link @CorleoneDon77 2025-10-07T20:11Z 6443 followers, XXX engagements
"$ETN I took a small position in ETN this morning. Let's see if she can break out of a lengthy stage one cup with a handle base (chart below). This is news from this morning: -- Eaton announced the successful completion of a $100M expansion project at its Nacogdoches Texas manufacturing facility. -- The Eaton investment more than doubles its U.S. production capacity of voltage regulators and three-phase transformers. -- The project launched in 2023 added 200000-square-feet to Eaton's Nacogdoches facility"
X Link @CorleoneDon77 2025-10-08T15:46Z 6443 followers, XXX engagements
"$ETN From Business Wire: "Eatons Changzhou Smart Factory Selected to Join the World Economic Forums Global Lighthouse Network""
X Link @CorleoneDon77 2025-10-09T20:23Z 6443 followers, XXX engagements
"$DFLI Dragonfly Energy Announces Pricing of $XXXX Million Public Offering of Common Stock and Pre-Funded Warrants"
X Link @CorleoneDon77 2025-10-16T11:45Z 6443 followers, XXX engagements
"$AMD $INTC $MCHP $MU $QCOM $TXN $NVDA $MRVL $TSM $ASML From Bloomberg: "Taiwan Must Help US to Make Half Its Chips Commerce Chief Says" -- Takeaways: - Washington is demanding Taiwan move investment and chip production to the US so half of American demand is manufactured locally. - The US aims to get to "maybe XX% market share of producing the chip and the wafers the semiconductors we need for American consumption" according to Commerce Secretary Howard Lutnick. - The US has held discussions with Taipei to reduce the risks of over-reliance with Lutnick arguing it's the only way to effectively"
X Link @CorleoneDon77 2025-09-30T10:26Z 6444 followers, XXX engagements
"$RR I know nothing about Capybara Research: "Richtech Robotics: A China Hustle Selling Rebranded Chinese Robots Plus Insider Embezzlement Fake Partnerships Fake Deals Fabricated WalMart Hype Undisclosed Related Party Transactions and Links to China Scam Stocks" -- Based on what we uncovered we expect there will be criminal investigations of Richtech company insiders and related parties as well as civil actions from the SEC and shareholders. Richtech is riddled with fraud and it is uninvestable"
X Link @CorleoneDon77 2025-09-30T14:57Z 6444 followers, 1638 engagements
"$EQT Jefferies lowers price target on EQT Corporation to $XX from $XX -- Keeps 'Buy' rating"
X Link @CorleoneDon77 2025-10-01T20:21Z 6444 followers, XXX engagements
"$EQT Attached is a Mizuho analyst note on EQT issued today entitled: "EQT 3Q25 Preview: Taking on LNG Market Exposure" Mizuho has a 'Outperform' rating on EQT with a $XX price target"
X Link @CorleoneDon77 2025-10-02T11:52Z 6444 followers, XXX engagements
"$PLUG Plug Power raises $370M via warrant exercise at $XXXX per share"
X Link @CorleoneDon77 2025-10-08T12:57Z 6444 followers, 2716 engagements
"$NVDA $ORCL From Bloomberg: "Trump Team Approves Nvidia Chip Sales for US Projects in UAE" -- Takeaways: - The US has approved Nvidia Corp. chip exports to American customers including Oracle Corp. for use in projects in the United Arab Emirates. - The approved shipments are for American companies operating facilities in the UAE but permits were not issued for Nvidia shipments to local customers such as Abu Dhabi AI company G42. - The US licenses came after the UAE made concrete plans for a reciprocal amount of investment on American soil as part of a bilateral AI agreement between the two"
X Link @CorleoneDon77 2025-10-10T10:59Z 6444 followers, XXX engagements
"$FAST Fastenal reports Q3 EPS 29c consensus 30c -- Q3 revenue $2.13B consensus $2.13B. -- Q3 daily sales up XXXX% y/y"
X Link @CorleoneDon77 2025-10-13T10:53Z 6444 followers, XXX engagements
"$MGM $GMVHY BetMGM reports Q3 revenue $667M -- Q3 EBITDA $41M. -- Q3 iGaming revenue up XX% and online sports revenue up 36%. -- Raises FY25 revenue view to at least $2.75B from at least $2.7B. -- Raises FY25 EBITDA view to $200M from $150M"
X Link @CorleoneDon77 2025-10-14T11:25Z 6444 followers, XXX engagements
"$COO $BLCO From The Wall Street Journal: "Activist Jana Takes Stake in Cooper a Maker of Medical Devices" -- Bausch + Lomb is considered a potential partner for contact-lens unit and CEO says he would be interested"
X Link @CorleoneDon77 2025-10-20T02:13Z 6444 followers, XXX engagements
"$STLD Steel Dynamics options imply XXX% move in share price post-earnings"
X Link @CorleoneDon77 2025-10-20T19:12Z 6444 followers, XXX engagements
"$APP From The New York Post: "$200B AppLovin faces data privacy probe after short-sellers allege misconduct: sources""
X Link @CorleoneDon77 2025-10-20T19:15Z 6443 followers, 1051 engagements
"$NVA $IONR $LYSCF $MP $UUUU $NB $REMX $USAR $NVX $UAMY From Reuters: "US-Australia rare earths deal is a start but won't shake China dominance any time soon" -- Summary: - U.S. Australia sign critical minerals agreement - Both countries combined commit $X bln to critical projects - Deal aimed at countering China's dominance of the sector - Industry welcomes support; doubts if time frame is achievable"
X Link @CorleoneDon77 2025-10-21T13:43Z 6444 followers, XXX engagements
"$COMP Compass sees Q1 revenue $1.35B-$1.475B consensus $1.34B Sees Q1 adjusted EBITDA of $XX million to $XX million"
X Link @CorleoneDon77 2025-02-18T21:13Z 6439 followers, 1773 engagements
"$PROK ProKidney reports FY24 EPS (62c) consensus (59c) Reports FY24 revenue $76000 vs. $X last year. "2024 was a pivotal year for ProKidney marked by significant progress across our clinical regulatory manufacturing and financial initiatives" said Bruce Culleton M.D. CEO of ProKidney. "We refined our Phase X program to focus on advanced CKD patients with the highest unmet need engaged in discussions with the FDA to accelerate rilparencel's path to market improved and restarted our manufacturing process and secured $XXX million in equity funding. Looking ahead 2025 will be a critical"
X Link @CorleoneDon77 2025-03-17T11:48Z 6437 followers, XXX engagements
"$RARE Ultragenyx price target lowered to $XX from $XX at BofA BofA lowered the firm's price target on Ultragenyx to $XX from $XX and keeps a Buy rating on the shares. The firm updated models in smid-cap biotech as part of a Q1 earnings preview"
X Link @CorleoneDon77 2025-04-20T22:35Z 6438 followers, XXX engagements
"$DOW Dow Inc. reports Q1 EPS 2c consensus (1c) Reports Q1 revenue $10.43B consensus $10.26B. "We remain focused on disciplined execution and increased actions to improve profitability and support cash flow" said Jim Fitterling Dow chair and CEO. "Despite ongoing macroeconomic challenges Team Dow delivered a sixth consecutive quarter of year-over-year volume growth while taking actions to reduce costs and right-size capacity. The significant impact of slower GDP growth and volatile market conditions on our industry underscores the importance of our proactive management and best-owner mindset."
X Link @CorleoneDon77 2025-04-24T10:30Z 6441 followers, XXX engagements
"$VICR Whoa: Vicor reports Q2 EPS 91c consensus 18c -- Q2 revenue $141.05M consensus $96.43M"
X Link @CorleoneDon77 2025-07-22T20:13Z 6441 followers, XXX engagements
"$VICR $USNA $MANH $COF $ABVX $LVLU $TXN $ENPH $PEGA $ISRG Feel free to follow me for pre-market and after-hours movers every day. AFTER-HOURS MOVERS: Currently Higher After Earnings: -- Vicor (VICR) up XXXX% -- Usana (USNA) up XXXX% -- Manhattan Associates (MANH) up XXXX% -- Capital One (COF) up XXX% Currently Also Higher: -- Abivax (ABVX) up XXXXX% after saying obefazimod met primary endpoint in ABTECT-1 ABTECT-2 trials -- Lulu's Fashion Lounge (LVLU) up XXXX% after regaining compliance with Nasdaq Currently Lower After Earnings: -- Texas Instruments (TXN) down XXXX% -- Enphase Energy (ENPH)"
X Link @CorleoneDon77 2025-07-22T23:32Z 6437 followers, 1134 engagements
"$ENOV Enovis reports Q2 adjusted EPS 79c consensus 72c -- Q2 revenue $565M consensus $554.62M. -- Raises FY25 adjusted EPS view to $3.05-$3.20 from $2.95-$3.10 consensus $XXXX. -- Raises FY25 revenue view to $2.245B-2.275B versus prior expectations of $2.22B-2.25B consensus $2.24B"
X Link @CorleoneDon77 2025-08-07T10:36Z 6439 followers, XXX engagements
"$PLTK Playtika reports Q2 EPS 9c vs. 23c last year -- Q2 revenue $696M consensus $705.39M. -- Cuts FY25 revenue view to $2.7B-$2.75B from $2.80B-$2.85B consensus $2.83B. -- Maintains FY25 adjusted EBITDA view of $715M-$740M"
X Link @CorleoneDon77 2025-08-07T10:48Z 6442 followers, XXX engagements
"$SFD Smithfield Foods reports Q2 adjusted EPS 55c consensus 55c -- Q2 revenue $3.79B consensus $3.62B. -- Backs FY25 revenue view up low-to-mid single digit percentage -- Backs FY25 capital expenditures view $400M-$500M. -- Backs FY25 effective tax rate view 23%-25%. -- Raises FY25 adjusted operating profit view to $1.15B-$1.35B"
X Link @CorleoneDon77 2025-08-12T10:30Z 6439 followers, XXX engagements
"$ETOR eToro reports Q2 adjusted EPS 56c consensus 51c -- Q2 revenue $2.094B vs $1.849B last year"
X Link @CorleoneDon77 2025-08-12T11:19Z 6442 followers, XXX engagements
"$BAH Booz Allen awarded five-year $1.58B DoD contract"
X Link @CorleoneDon77 2025-08-14T12:05Z 6443 followers, XXX engagements
"$FUFU $BTC.X BitFuFu reports Q2 EPS 28c consensus 9c -- Q2 revenue $115.4M consensus $123.67M"
X Link @CorleoneDon77 2025-08-15T11:07Z 6439 followers, XXX engagements
"$CDNS Cadence Design added to US Conviction List at Goldman Sachs -- Buy rating on the shares with a $XXX price target"
X Link @CorleoneDon77 2025-09-02T10:25Z 6439 followers, XXX engagements
"$AVT Avnet announces $500M Convertible Senior Notes offering"
X Link @CorleoneDon77 2025-09-02T10:55Z 6439 followers, XXX engagements
"$ETOR eToro reports AUA of $19.7B in August up XX% year-over-year"
X Link @CorleoneDon77 2025-09-02T11:08Z 6439 followers, XXX engagements
"$CCLD CareCloud raises FY25 revenue view $116M-$118M from $111M-$114M -- Consensus $114.55M"
X Link @CorleoneDon77 2025-09-02T12:08Z 6441 followers, XXX engagements
"$CXM Sprinklr raises FY26 EPS view to 42c-43c from 39c-40c consensus 40c -- Raises FY26 revenue view to $837M-$839M from $825M-$827M consensus $825.94M. -- Raises FY26 operating income view to $131M-$133M from $129M-$131M"
X Link @CorleoneDon77 2025-09-03T11:20Z 6439 followers, XXX engagements
"$CWAN Clearwater Analytics announces $100M share repurchase plan"
X Link @CorleoneDon77 2025-09-03T19:23Z 6438 followers, XXX engagements
"$FUFU BitFuFu mines XXX bitcoin in August"
X Link @CorleoneDon77 2025-09-04T12:10Z 6439 followers, XXX engagements
"$TOYO Toyo reports 1H EPS 10c vs 48c last year -- 1H revenue $139.1M vs $138.1M last year. -- Toyo sees FY25 revenue $375M-$400M"
X Link @CorleoneDon77 2025-09-08T11:37Z 6435 followers, XXX engagements
"$BTCM $SOL.X BIT Mining purchases additional 17221 Solana"
X Link @CorleoneDon77 2025-09-11T10:25Z 6439 followers, XXX engagements
"$HITI $STLD $WBTN $DIS $AIV $CMG $PLAY $RLGT $RCAT $OSCR $NEOG Feel free to follow me for pre-market and after-hours movers every day. AFTER-HOURS MOVERS: Currently Higher After Earnings: -- High Tide (HITI) up XXXX% -- Steel Dynamics (STLD) up XXX% Currently Also Higher: -- WEBTOON Entertainment (WBTN) up XXXX% after deepening Disney (DIS) relationship to create new comics platform -- Apartment Investment and Management Company (AIV) up XXX% after announcing special dividend -- Chipotle Mexican Grill (CMG) up XXX% after $500M buyback announcement Currently Lower After Earnings: -- Dave &"
X Link @CorleoneDon77 2025-09-16T02:53Z 6438 followers, XXX engagements
"$J I do have a long position in J: Jacobs Solutions CEO Bob Pragada sits down with Jim Cramer:"
X Link @CorleoneDon77 2025-09-16T03:28Z 6438 followers, 1100 engagements
"$MANU Manchester United reports Q4 adjusted EPS (GBP 3.16) vs. (GBP 15.79) last year -- Q4 revenue GBP 164.1M vs. GBP 142.2M last year. -- Sees FY26 revenue GBP 640M-GBP 660M. -- Sees FY26 adjusted EBITDA GBP 180M-GBP 200M"
X Link @CorleoneDon77 2025-09-17T11:45Z 6439 followers, XXX engagements
"$J Jacobs selected by Puerto Rico Aqueduct and Sewer Authority -- Selected to design the Mayaguez Ocean Outfall Replacement part of PRASA's Capital Improvement Program to modernize and strengthen Puerto Rico's water infrastructure"
X Link @CorleoneDon77 2025-09-17T11:56Z 6438 followers, XXX engagements
"$SYY Sysco awarded $388.37M Defense Logistics Agency contract"
X Link @CorleoneDon77 2025-09-20T17:27Z 6434 followers, XXX engagements
"$AZO AutoZone reports Q4 EPS $XXXXX consensus $XXXXX -- Q4 revenue $6.24B consensus $6.24B. -- Total company SSS up 5.1%. -- Opened XX new stores in the U.S in Q4. -- During the quarter ended August XX 2025 opened XX new stores and closed one in the U.S. XX in Mexico and X in Brazil for a total of XXX net new stores. -- For the fiscal year opened XXX net new stores"
X Link @CorleoneDon77 2025-09-23T10:59Z 6439 followers, XXX engagements
"$LB $NRG This looks interesting: -- LandBridge enters pact with NRG Energy to power potential Texas data center -- The site could potentially house a 1100 MW grid-connected natural gas power generation facility which NRG could construct if an appropriate power purchase agreement for a data center is secured"
X Link @CorleoneDon77 2025-09-23T11:57Z 6440 followers, XXX engagements
"$LB $KVUE $ACMR $BA $AZO $FLY $SRRK Feel free to follow me for pre-market and after-hours movers every day. PRE-MARKET MOVERS: Currently Higher: -- LandBridge (LB) up XXX% after announcing that it has entered into a strategic agreement with NRG Energy (NRG) with respect to a potential data center site in Reeves County Texas in the Delaware Basin -- Kenvue (KVUE) up XXX% after The Wall Street Journal reported that when President Trump labeled Tylenol use in pregnant women as a potential cause of autism he threw the weight of his office behind a theory that has not yet been proven and defied"
X Link @CorleoneDon77 2025-09-23T13:07Z 6440 followers, XXX engagements
"$FUL H.B. Fuller reports Q3 EPS $XXXX consensus $XXXX -- Q3 revenue $892.0M consensus $893.9M. -- Narrows FY25 EPS view to $4.10-$4.25 from $4.10-$4.30 consensus $XXXX. -- Affirms FY25 revenue outlook at down X% to down 2%. -- Narrows FY25 EBITDA view $615M-$625M from $615M-$630M"
X Link @CorleoneDon77 2025-09-24T21:23Z 6441 followers, XXX engagements
"$JBL Jabil reports Q4 core EPS $XXXX consensus $XXXX -- Q4 revenue $8.25B consensus $7.67B. -- Sees Q1 core EPS $2.47-$2.87 consensus $XXXX. -- Sees Q1 revenue $7.7B-$8.3B consensus $7.5B. -- Sees Q1 core operating income $400M-$460M. -- Sees FY26 core EPS $XXXXX consensus $XXXXX -- Sees FY26 revenue $31.3B consensus $30.98B. -- Sees FY26 core operating income $400M-$460M. -- Sees FY26 adjusted free cash flow $1.3B+"
X Link @CorleoneDon77 2025-09-25T11:41Z 6436 followers, XXX engagements
"$DIA $SPY $QQQ $IWM $TLT Wow From Barrons: "The Wealthy Are Paying Their Adult Kids Bills. Some of Them Are Starting to Worry" -- A new survey released by Ameriprise shows that about three quarters of affluent parents are helping to fund their kids homes cars and health insurance"
X Link @CorleoneDon77 2025-09-26T10:18Z 6437 followers, XXX engagements
"$ACMR $KLG ACM Research to replace WK Kellogg in S&P XXX at open on 9/26"
X Link @CorleoneDon77 2025-09-26T10:25Z 6435 followers, XXX engagements
"$LPTH $PCAR $BA $RIOT $LLY $MRK $HROW $CNXC $LGCY $COST $APLS $W Feel free to follow me for pre-market and after-hours movers every day. PRE-MARKET MOVERS: Currently Higher After Earnings: -- LightPath (LPTH) up XXX% Currently Also Higher: -- Paccar (PCAR) up XXX% after President Trump said "In order to protect our Great Heavy Truck Manufacturers from unfair outside competition I will be imposing as of October 1st 2025 a XX% Tariff on all "Heavy (Big) Trucks" made in other parts of the World" -- Boeing (BA) up XXX% after orders from Turkish Airlines and Norwegian Group -- Riot Platforms"
X Link @CorleoneDon77 2025-09-26T13:12Z 6435 followers, XXX engagements
"$NTDOY $SONY $SSNLF $ASUUY $PCRFY $TSM $HNHPF $DIA $SPY From Reuters: "Trump mulls tariffs on foreign electronics based on number of chips sources say""
X Link @CorleoneDon77 2025-09-27T18:41Z 6436 followers, XXX engagements
"$TTE $CLR TotalEnergies to acquire XX% interest in Continental's natural gas assets"
X Link @CorleoneDon77 2025-09-29T10:33Z 6443 followers, XXX engagements
"$MTN Vail Resorts reports Q4 EPS ($5.08) consensus ($4.72) -- Q4 revenue $271.29M consensus $276.17M. -- Vail Resorts sees FY26 Resort Reported EBITDA $842M-$898M. -- Initial guidance for the year ending July XX 2026 and expects net income attributable to Vail Resorts Inc. to be between $XXX million and $XXX million for fiscal 2026. -- Reports season pass sales down X% through September 19"
X Link @CorleoneDon77 2025-09-29T20:14Z 6436 followers, XXX engagements
"$IP $BCC $WY $WFG $UFPI $HD $LOW $SPY $SPX $DIA President Trump set tariffs on imports of timber lumber wood products -- Trump signed a Proclamation invoking Section XXX of the Trade Expansion Act of 1962 to impose tariffs on imports of timber lumber and their derivative products"
X Link @CorleoneDon77 2025-09-30T10:47Z 6440 followers, XXX engagements
"$QMMM $SDM Courtesy of a Discord buddy: SEC halts trading in QMMM Smart Digital over potential stock manipulation The Securities and Exchange Commission has temporarily suspended trading in QMMM Holdings (NASDAQ:QMMM) and Smart Digital (NASDAQ:SDM) due to potential stock manipulation. The SEC said the suspension was on account of recommendations made to investors on social media by "unknown persons" to buy the companies' shares which may have artificially inflated stock prices. Both suspensions went into effect on September XX and will end at 11:59 pm ET on October XX. Shares of QMMM"
X Link @CorleoneDon77 2025-09-30T11:53Z 6440 followers, 1507 engagements
"$LW Lamb Weston reports Q1 adjusted EPS 74c consensus 53c -- Q1 revenue $1.659B consensus $1.62B. -- Sees FY26 revenue $6.35B-$6.55B. -- Sees FY26 adjusted EBITDA $1B-$1.2B"
X Link @CorleoneDon77 2025-09-30T12:43Z 6439 followers, XXX engagements
"$GEV RBC Capital downgrades GE Vernova to Sector Perform from Outperform -- Price target $XXX down from $631"
X Link @CorleoneDon77 2025-10-01T10:28Z 6438 followers, XXX engagements
"$CALM Cal-Maine Foods reports Q1 EPS $XXXX consensus $XXXX -- Q1 revenue $922.6M consensus $952.22M"
X Link @CorleoneDon77 2025-10-01T10:46Z 6439 followers, XXX engagements
"$VECO $ACLS Axcelis Veeco to combine in an all-stock merger with enterprise value of $4.4B"
X Link @CorleoneDon77 2025-10-01T11:06Z 6438 followers, XXX engagements
"$CAG $DIA $SPY $QQQ $TLT THIS IS WORTH KEEPING AN EYE ON AS IT PERTAINS TO INFLATION: -- Conagra Brands expects COGS inflation to continue at 'elevated level' in FY26 -- Expects cost of goods sold inflation to continue at an elevated level in fiscal 2026. -- Anticipates core inflation slightly higher than 4%. -- Expects an impact to fiscal 2026 from previously announced U.S. tariffs. -- While the tariff situation remains fluid guidance contemplates a XX% tariff rate on imported tin plate steel and aluminum a XX% rate on limited imports from China and various country-specific reciprocal rates."
X Link @CorleoneDon77 2025-10-01T11:46Z 6441 followers, XXX engagements
"$OWL If I understand correctly does this company (OWL) repackage the vendor financing loans to the hyper-scaler cohort in order to sell them to others"
X Link @CorleoneDon77 2025-10-02T15:20Z 6441 followers, XXX engagements
"$NOK $ERIC From The Financial Times: "China curbs use of Nokia and Ericsson in telecoms networks""
X Link @CorleoneDon77 2025-10-03T10:35Z 6438 followers, XXX engagements
"$LB $NRG From Insider Monkey: "NRG Energy LandBridge Partner to Explore 1100 MW Data Center Power Site in Reeves County Texas" -- The collaboration is a significant step in LandBridges powered land strategy highlighting its value to both power generators and digital infrastructure developers. The site is being explored to potentially host a 1100 MW grid-connected natural gas power generation facility which NRG could construct if a suitable power purchase agreement is secured with a data center customer"
X Link @CorleoneDon77 2025-10-03T10:41Z 6440 followers, XXX engagements
"$DIA $SPY $QQQ $IWM $TLT Personal Note: I am guessing the debt among the XX to XX age cohort consists largely of parents taking loans for their children's education (just a guess). From Edward Conrad: -- There is currently $1.66T of outstanding Federal student loan debt. -- The 6mm borrowers aged XX to XX who still have Federal student loans outstanding have a mean balance of $47857 the highest of any age cohort"
X Link @CorleoneDon77 2025-10-05T20:39Z 6438 followers, XXX engagements
"Thankfully I'm not in it now but what up $MGNI"
X Link @CorleoneDon77 2025-10-06T14:10Z 6441 followers, XXX engagements
"$STZ Constellation Brands options imply XXX% move in share price post-earnings"
X Link @CorleoneDon77 2025-10-06T17:12Z 6440 followers, XXX engagements
"$PCAR $ALSN $CMI $ETN $MOD Trump says medium heavy duty truck tariffs to start on November 1"
X Link @CorleoneDon77 2025-10-06T18:07Z 6438 followers, 1878 engagements
"$STZ Constellation Brands reports Q2 comparable EPS $XXXX consensus $XXXX -- Q2 revenue $2.48B consensus $2.46B. -- Backs FY26 EPS view $11.30-$11.60 consensus $XXXXX. -- Backs FY26 organic net sales view down 4%-6%"
X Link @CorleoneDon77 2025-10-06T20:16Z 6440 followers, XXX engagements
"$LCID Lucid Group produced 3891 vehicles delivered 4078 vehicles during Q3"
X Link @CorleoneDon77 2025-10-06T20:17Z 6435 followers, 2278 engagements
"$SMTC Semtech Corporation Announces Proposed Private Offering of $XXX Million of Convertible Senior Notes Due 2030"
X Link @CorleoneDon77 2025-10-06T20:34Z 6438 followers, XXX engagements
"$STZ From The Wall Street Journal "Constellation Lowers Outlook Again As Hispanic Pullback Continues" -- The U.S. importer of Modelo and Corona posted lower second-quarter sales and lowered its full-year earnings outlook -- Posted lower second-quarter sales and lowered its full-year earnings outlook again as its core Hispanic demographic continues to buy less beer amid the Trump administrations immigration crackdown"
X Link @CorleoneDon77 2025-10-06T20:43Z 6440 followers, XXX engagements
"$NAVI $NNI $SLM $DIA $SPY From Politico: "Trump administration weighs selling parts of $1.6T federal student loan portfolio" -- The discussions have taken place among senior Education Department and Treasury Department officials"
X Link @CorleoneDon77 2025-10-07T10:32Z 6441 followers, XXX engagements
"$NB $UAMY $ALM $MP $USAR From Access Newswire: "Trump Mineral Price Supports Can Counter Chinese Manipulation of Critical Minerals Markets" -- NioCorp CEO Tells CNBC that the White House is Showing "Unbelievable Courage" in its Aggressive Critical Minerals Policies to Support U.S. Production CENTENNIAL CO / October X 2025: NioCorp Developments Ltd. ("NioCorp" or the "Company") (Nasdaq:NB) a leading U.S. critical minerals development company today praised the Trump Administration for its "unbelievable courage" in proposing price supports for U.S.-produced critical minerals as a means of"
X Link @CorleoneDon77 2025-10-07T16:57Z 6436 followers, 1148 engagements
"$PENG Penguin Solutions sees FY26 EPS $1.75-$2.25 consensus $XXXX -- Sees FY26 revenue down X% to up XX% from FY25 implying $1.32B-$1.59B consensus $1.51B"
X Link @CorleoneDon77 2025-10-07T20:12Z 6441 followers, XXX engagements
"$BKNG $COUR $EXPE $FIG $SPOT $DASH $CART $PTON $TGT $TRIP $UBER From Investors Business Daily: "OpenAI Event Fails To Boost Participating App Makers As Concerns Remain" App makers featured at an OpenAI event on Monday mostly have failed to get a lift from exposure to the poster child of the artificial intelligence megatrend. At its OpenAI DevDay 2025 conference in San Francisco the company showed how software apps can be integrated with its ChatGPT AI engine. Pilot partners for apps in ChatGPT include Booking. com (BKNG) Canva Coursera (COUR) Expedia (EXPE) Figma (FIG) Spotify (SPOT) and"
X Link @CorleoneDon77 2025-10-07T20:58Z 6439 followers, XXX engagements
"$JOBY $PENG $ESPR $IREN $FICO $BLSH Feel free to follow me for pre-market and after-hours movers every day. AFTER-HOURS MOVERS: Currently Higher: -- IREN Limited (IREN) up XXX% after equity offering Currently Lower After Earnings: Penguin Solutions (PENG) down XXXX% Currently Also Lower: -- Esperion Therapeutics (ESPR) down XXXX% after equity offering -- Joby Aviation (JOBY) down XXX% after equity offering -- Fair Isaac (FICO) down XXX% after Equifax halves mortgage score price -- Bullish (BLSH) down XXX% after monthly metrics"
X Link @CorleoneDon77 2025-10-08T00:27Z 6439 followers, XXX engagements
"$MSFT $AON From The Financial Times: "Insurers balk at multibillion-dollar claims faced by OpenAI and Anthropic""
X Link @CorleoneDon77 2025-10-08T10:54Z 6439 followers, XXX engagements
"$J Truist raises price target on Jacobs to $XXX from $XXX -- Keeps 'Hold' rating. -- Part of a broader research note previewing Q3 results in Machinery Infrastructure Services and Multi-Industry Industrial Technology"
X Link @CorleoneDon77 2025-10-08T11:40Z 6440 followers, XXX engagements
"$RDW Redwire 9.962M share Spot Secondary priced at $10.15"
X Link @CorleoneDon77 2025-10-08T12:05Z 6442 followers, 1247 engagements
"$TFPM $ASTS $CRML $MRX $KPTI $NNE $FDX $ESPR $JOBY Feel free to follow me for pre-market and after-hours movers every day. PRE-MARKET MOVERS: Currently Higher After Earnings: -- Triple Flag (TFPM) up XXX% Currently Higher: -- AST SpaceMobile (ASTS) up XXXX% after signing of a definitive commercial agreement with Verizon (VZ) to provide direct-to-cellular AST SpaceMobile service when needed for Verizon customers starting in 2026 -- Critical Metals (CRML) up XXXX% after securing 10-year Tanbreez offtake agreement for XX% of production -- Marex Group (MRX) up XXX% after providing its Q3 outlook"
X Link @CorleoneDon77 2025-10-08T13:07Z 6434 followers, XXX engagements
"$COST Costco reports September comparable sales up 5.7%"
X Link @CorleoneDon77 2025-10-08T20:20Z 6436 followers, XXX engagements
"$NFLX From Bloomberg: "Netflix Brings Video Games to Its TV Service for First Time" -- Takeaways: - Netflix Inc. is making its video games available for play on TVs for the first time with games including Boggle Party and Lego Party. - The company's games can be played in groups with subscribers using their phones as controllers and the play will be on the big screen. - Netflix is committed to games as a big part of its future and has identified categories to prioritize including games for kids games for parties and mainstream hits"
X Link @CorleoneDon77 2025-10-09T10:34Z 6437 followers, XXX engagements
"$DAL Delta Air Lines reports Q3 EPS $XXXX consensus $XXXX -- Q3 revenue $15.2B consensus $15.96B. -- Sees Q4 EPS $1.60-$1.90 consensus $XXXX. -- Sees Q4 revenue up 2%-4%. -- Sees Q4 operating margin 10.5%-12%. -- Backs FY25 EPS view $XXXX consensus $XXXX. -- Narrows FY25 free cash flow view to $3.5B-$4B from $3B-$4B. -- Sees FY25 gross leverage less than 2.5x"
X Link @CorleoneDon77 2025-10-09T10:40Z 6442 followers, XXX engagements
"$NEOG Neogen reports Q1 adjusted EPS 4c consensus 4c -- Q1 revenue $209.19M consensus $204.15M. -- Backs FY26 revenue view $820M-$840M consensus $819.1M"
X Link @CorleoneDon77 2025-10-09T11:34Z 6438 followers, XXX engagements
"$ETN -- Citi raises price target on Eaton to $XXX from $XXX -- Keeps 'Buy' rating. -- Added an "upside 90-day positive catalyst watch." -- Believes Eaton is well positioned to benefit from "robust" data center infrastructure demand"
X Link @CorleoneDon77 2025-10-09T11:41Z 6443 followers, XXX engagements
"$AMCR -- Amcor appoints Stephen Scherger as EVP and CFO. -- Still sees Q1 adjusted EPS 18c-20c consensus 18c. -- Still sees FY26 EPS 80c-83c consensus 81c. -- Still sees FY26 free cash flow $1.8B-$1.9B"
X Link @CorleoneDon77 2025-10-09T20:36Z 6438 followers, XXX engagements
"$ESTC Elastic raises FY26 revenue view to $1.697B-$1.703B consensus $1.69B -- Prior FY26 revenue guidance was $1.679B-$1.689B. -- Announces $500M share repurchase program"
X Link @CorleoneDon77 2025-10-09T21:21Z 6439 followers, XXX engagements
"$BMY Bristol Myers to acquire Orbital Therapeutics for $1.5B in cash at closing"
X Link @CorleoneDon77 2025-10-10T11:05Z 6441 followers, XXX engagements
"#Uranium #uraniumstocks #nuclear #nuclearenergy #nuclearstocks $DNN Raymond James raises price target on Denison Mines to C$4.35 (USD $3.10) from C$4.05 (USD $2.89) -- Keeps 'Outperform' rating"
X Link @CorleoneDon77 2025-10-10T11:14Z 6439 followers, 2712 engagements
"#Uranium #uraniumstocks #nuclear #nuclearenergy #nuclearstocks $NXE Raymond James raises price target on NexGen Energy to C$13.50 (USD $9.63) from C$12.50 (USD $8.92) -- Keeps 'Outperform' rating"
X Link @CorleoneDon77 2025-10-10T11:16Z 6437 followers, 2603 engagements
"$NVDA $ORCL $QQQ $SMH $CRWV $SOXX $MSFT From Barron's: "Nvidia Microsoft and OpenAI Have Investors Going in Circles. This Chart Shows How." Since Nvidia agreed last monthto invest $XXX billion in its customer OpenAI investors and analysts who follow artificial intelligence have awakened to that industrys circularity. Nvidia puts money into OpenAI. OpenAI and its data center partners buy chips from Nvidia. Other circles encompass Microsoft Oracle and the data center firm CoreWeave. The circles remind some on Wall Street of the wash trades between venture capital-backed start-ups before the"
X Link @CorleoneDon77 2025-10-10T11:40Z 6441 followers, 2142 engagements
"$PONY -- Jefferies initiated coverage of Pony AI with a Buy rating. -- $XXXXX price target. -- Views Pony as best positioned to harness network effects and margin expansion as autonomous mobility scales. -- Sees the company capturing XX% of the domestic Chinese market long term"
X Link @CorleoneDon77 2025-10-10T12:53Z 6438 followers, XXX engagements
"$APLD $CODI $STLA $PONY $LEVI $MOS $ALH $DOCS Feel free to follow me for pre-market and after-hours movers every day. PRE-MARKET MOVERS: Currently Higher After Earnings: -- Applied Digital (APLD) up XXXX% Currently Also Higher: -- Compass Diversified (CODI) up XXXX% as investors pointed to its stake in Arnold Magnetic Technologies a supplier and processor of rare earth materials -- Stellantis (STLA) up XXX% after reporting consolidated shipments for September of 1.3M units a XX% increase -- PonyAI (PONY) up XXX% after being initiated with a 'Buy' rating at Jefferies with a $XXXXX price"
X Link @CorleoneDon77 2025-10-10T13:19Z 6434 followers, XXX engagements
"$DIA $SPY $QQQ $IWM $TLT $AAPL $MSFT $NVDA $AMZN $NFLX $META $GOOGL $TSLA $PLTR $ORCL Trump just posted: "Some very strange things are happening in China They are becoming very hostile and sending letters to Countries throughout the World that they want to impose Export Controls on each and every element of production having to do with Rare Earths and virtually anything else they can think of even if its not manufactured in China. Nobody has ever seen anything like this but essentially it would clog the Markets and make life difficult for virtually every Country in the World especially for"
X Link @CorleoneDon77 2025-10-10T15:08Z 6435 followers, 1243 engagements
"$DIA $SPY $QQQ $IWM $TLT This is from Friday AMC. I believe this is worth reading. I have spoken before about Credit Default Swaps on my podcast and in light of this type of news I will be watching them closely in the near term. From Bloomberg: "Morgan Stanley Seeking Cash From Jefferies Point Bonita" -- Key Takeaways: - Morgan Stanley's asset-management business asked to redeem some money it invested in a Jefferies Financial Group Inc. fund with large exposure to the trade debt of bankrupt auto-parts supplier First Brands Group. - The fund Point Bonita Capital had about a quarter of its"
X Link @CorleoneDon77 2025-10-12T14:20Z 6438 followers, 1122 engagements
"$SPIR Spire Global options imply XXX% move in share price post-earnings"
X Link @CorleoneDon77 2025-10-13T18:02Z 6435 followers, XXX engagements
"$OEC Orion S.A. cuts FY25 adjusted EBITDA view to $220M-$235M from $270M-$290M"
X Link @CorleoneDon77 2025-10-13T20:53Z 6439 followers, XXX engagements
"$TAOX TAO Synergies announces $11M private placement"
X Link @CorleoneDon77 2025-10-13T21:18Z 6438 followers, XXX engagements
"$NVTS $MNTS $PII $TAOX $OEC $TXT $RMCF $OEC Feel free to follow me for pre-market and after-hours movers every day. AFTER-HOURS MOVERS: Currently Higher: -- Navitas Semiconductor (NVTS) up XXXX% after announcing progress in development of advanced medium and high XXX VDC voltage GaN and SiC power devices -- Momentus (MNTS) up XXXX% after signing $15M global agreement with Solstar Space -- Polaris (PII) up XXXX% after announcing it will sell a majority stake in Indian Motorcycle to Carolwood LP -- Textron (TXT) up XXX% after announcing Cessna Citation M2 Gen2 achieves FAA certification -- TAO"
X Link @CorleoneDon77 2025-10-14T02:57Z 6438 followers, XXX engagements
"$TLX.X Telix Pharmaceuticals reports Q3 revenue $206M vs. $135M last year -- Telix Pharmaceuticals raises FY25 revenue view to $800M-$820M from $770M-$800M"
X Link @CorleoneDon77 2025-10-14T10:27Z 6443 followers, XXX engagements
"$NVA $LYSCF $MP $UUUU $NB $REMX $IONR From The Financial Times: "Western companies warn of China rare-earth supply chain chaos""
X Link @CorleoneDon77 2025-10-14T10:57Z 6439 followers, XXX engagements
"$ORCL $AMD $NVDA $QQQ $SMH From CNBC: "Oracle Cloud to deploy 50000 AMD AI chips signaling new Nvidia competition" -- KEY POINTS: - Oracle Cloud Infrastructure on Tuesday announced that it will deploy 50000 Advanced Micro Devices graphics processors starting in the second half of 2026. - The move is the latest sign that cloud companies are increasingly offering AMDs GPUs as an alternative to Nvidias market-leading GPUs for artificial intelligence. - We feel like customers are going to take up AMD very very well especially in the inferencing space Karan Batta senior vice president of Oracle"
X Link @CorleoneDon77 2025-10-14T12:09Z 6438 followers, XXX engagements
"$ACI $WFC $DPZ $ATXS $KOPN $GS $JPM $BLK $BCRX $GM Feel free to follow me for pre-market and after-hours movers every day. PRE-MARKET MOVERS: Currently Higher After Earnings: -- Albertsons (ACI) up XXX% -- Wells Fargo (WFC) up XXX% -- Domino's Pizza (DPZ) up XXX% Currently Also Higher: -- Astria Therapeutics (ATXS) up XXXX% after entering into a definitive agreement under which BioCryst (BCRX) has agreed to acquire the company for a mix of cash and stock representing an implied value of $XXXXX per Astria share -- Kopin (KOPN) up XXX% after securing $3M in orders from aerospace company"
X Link @CorleoneDon77 2025-10-14T13:28Z 6441 followers, 1910 engagements
"$MGM MGM Resorts withdraws commercial casino license application in New York"
X Link @CorleoneDon77 2025-10-14T20:52Z 6439 followers, XXX engagements
"$CFG Citizens Financial reports Q3 EPS $XXXX consensus $XXXX -- Q3 revenue $XXXX consensus $2.1B. -- Raises quarterly dividend XXX% to 46c from 42c per share"
X Link @CorleoneDon77 2025-10-15T10:48Z 6439 followers, XXX engagements
"$CMCSA $CMCSK From The New York Post: "NBC News to cut XXX jobs X% of workforce as staffers dreading whats to come at XX Rock""
X Link @CorleoneDon77 2025-10-15T10:54Z 6435 followers, XXX engagements
"$SOFI -- Keefe Bruyette raises price target on SoFi Technologies to $XX from $XX -- Keeps 'Underperform' rating"
X Link @CorleoneDon77 2025-10-15T11:20Z 6439 followers, 7771 engagements
"$ABT Abbott reports Q3 adjusted EPS $XXXX consensus $XXXX -- Q3 revenue $11.37B consensus $11.39B. -- Narrows FY25 adjusted EPS view to $5.12-$5.18 from $5.10-$5.20 consensus $XXXX. -- Reaffirms previously provided full-year 2025 organic sales growth guidance of XXX% to XXX% excluding COVID-19 testing-related sales or XXX% to XXX% when including COVID-19 testing-related sales"
X Link @CorleoneDon77 2025-10-15T11:40Z 6443 followers, XXX engagements
"$HI Hillenbrand to be acquired by Lone Star for $XXXXX per share or $3.8B"
X Link @CorleoneDon77 2025-10-15T12:09Z 6436 followers, XXX engagements
"$INMD From the FDA: "Potential Risks with Certain Uses of Radiofrequency (RF) Microneedling FDA Safety Communication""
X Link @CorleoneDon77 2025-10-15T15:16Z 6439 followers, XXX engagements
"$FFIV -- F5 evaluating impact of cyberattack on financials -- As per a regulatory filing: "As of the date of this disclosure this incident has not had a material impact on the Company's operations and the Company is evaluating the impact this incident may reasonably have on its financial condition or results of operations.""
X Link @CorleoneDon77 2025-10-15T16:45Z 6440 followers, XXX engagements
"$JBHT J.B. Hunt reports Q3 EPS $XXXX consensus $XXXX -- Q3 revenue $3.05B consensus $3.02B"
X Link @CorleoneDon77 2025-10-15T20:12Z 6436 followers, XXX engagements
"$REXR Rexford Industrial reports Q3 core FFO 60c consensus 59c -- Q3 revenue $253.2M consensus $251M. -- Narrows FY25 core FFO view to $2.39-$2.41 from $2.37-$2.41 consensus for FY25 FFO is $2.38"
X Link @CorleoneDon77 2025-10-15T20:16Z 6441 followers, XXX engagements
"$BITF Bitfarms announces $300M convertible senior notes offering"
X Link @CorleoneDon77 2025-10-15T20:17Z 6440 followers, 1420 engagements
"$BDX Becton Dickinson CFO Chris DelOrefice to depart Vitor Roque interim CFO -- Sees Q4 revenue $5.9B consensus $5.91B -- Sees FY25 revenue $21.8B consensus $21.86B -- Sees FY25 EPS 'at or above' midpoint of prior guidance"
X Link @CorleoneDon77 2025-10-15T20:22Z 6439 followers, XXX engagements
"$MMSI Merit Medical to acquire C2 CryoBalloon device for $22M sees dilution"
X Link @CorleoneDon77 2025-10-15T20:26Z 6441 followers, XXX engagements
"$FR First Industrial Realty reports Q3 FFO 76c consensus 74c -- Q3 revenue $181.43M consensus $182.63M. -- Raises 2025 FFO view to $2.94-$2.98 from $2.88-$2.96 consensus $2.92"
X Link @CorleoneDon77 2025-10-15T20:43Z 6438 followers, XXX engagements
"$HPE HP Enterprise falls over X% after issuing outlook at analyst meeting -- Sees FY26 adjusted EPS $2.20-$2.40 consensus $XXXX -- Sees FY26 revenue growth 5%-10%. -- Sees FY26 networking revenue growth in low-to-mid single digits. -- Sees FY26 cloud and AI revenue growth mid-single digits to low-double digits. -- Sees FY26 free cash flow $1.5B-$2B. -- To increase FY26 dividend 10%. -- Authorizes extra $3B for buyback"
X Link @CorleoneDon77 2025-10-15T20:47Z 6443 followers, 1298 engagements
"$EPAC Enerpac Tool reports Q4 adjusted EPS 52c vs. 50c last year -- Q4 revenue $167.5M vs. $158.7M last year. -- Sees FY26 adjusted EPS $1.85-$2.00 vs.$1.81 in FY25 -- Sees FY26 revenue $635M-$655M vs. $617M in FY25. -- Announces new $200M share repurchase plan"
X Link @CorleoneDon77 2025-10-15T21:06Z 6441 followers, XXX engagements
"$CRM $UAL $JBHT $HPE $BITF $BANR $SNV Feel free to follow me for pre-market and after-hours movers every day. AFTER-HOURS MOVERS: Currently Higher After Earnings: -- J.B. Hunt (JBHT) up XXXX% -- Banner Corporation (BANR) up XXX% -- Synovus Financial Corp. (SNV) up XXX% Currently Also Higher: -- Salesforce (CRM) up XXX% after issuing medium term guidance at DreamForce Currently Lower After Earnings: -- United Airlines (UAL) down XXX% Currently Also Lower: -- Hewlett Packard Enterprise (HPE) down XXX% after issuing FY26 guidance at analyst meeting -- Bitfarms Ltd. (BITF) down XXX% after"
X Link @CorleoneDon77 2025-10-16T00:04Z 6436 followers, XXX engagements
"$DIA $SPY $QQQ $IWM $TLT $AAPL $MSFT $NVDA $AMZN $NFLX $META $GOOGL $TSLA $PLTR $ORCL I was reading @WOWSTrade 's Daily Wrap today and ran across an interesting comment he made (I have attached it to this post). After reading it it triggered some of my own thoughts in this area and I wanted to share them with you here. PLEASE NOTE THESE ARE MY PERSONAL OPINIONS AND THEY HAVE NO BEARING ON THE MARKETS. These are my stream-of-consciousness thoughts: -- My experience would validate the idea of "dash for trash" typically occuring toward the end of bull markets. -- However what I personally find"
X Link @CorleoneDon77 2025-10-16T04:54Z 6439 followers, XXX engagements
"$BK BNY Mellon reports Q3 adjusted EPS $XXXX consensus $XXXX -- Q3 revenue $5.08B consensus $4.98B. -- Q3 tangible book value per share $XXXXX. -- Q3 CET1 capital ratio 11.7%"
X Link @CorleoneDon77 2025-10-16T10:52Z 6441 followers, XXX engagements
"$NVA $IONR $LYSCF $MP $UUUU $NB $REMX $NVX From Reuters: "Rare earths tensions rise as US and China trade barbs""
X Link @CorleoneDon77 2025-10-16T10:57Z 6441 followers, XXX engagements
"$TRV Travelers reports Q3 core EPS $XXXX consensus $XXXX -- Q3 revenue $12.47B consensus $11.15B"
X Link @CorleoneDon77 2025-10-16T11:02Z 6436 followers, XXX engagements
"$CMC Commercial Metals reports Q4 adjusted EPS $XXXX consensus $XXXX -- Reports Q4 revenue $2.11B consensus $2.09B. -- CEO sees Q1 results "consistent" with Q4"
X Link @CorleoneDon77 2025-10-16T11:21Z 6441 followers, XXX engagements
"$SCHW Charles Schwab reports Q3 adjusted EPS $XXXX consensus $XXXX -- Q3 revenue $6.14B consensus $6.02B"
X Link @CorleoneDon77 2025-10-16T11:36Z 6439 followers, XXX engagements
"$MAN ManpowerGroup reports Q3 adjusted EPS 83c consensus 81c -- Q3 revenue $4.6B consensus $4.6B. -- ManpowerGroup sees Q4 diluted EPS 78c-88c consensus 83c"
X Link @CorleoneDon77 2025-10-16T11:38Z 6441 followers, XXX engagements
"$FFIV $DIA $SPY $QQQ From Bloomberg: "Potentially Catastrophic Cyber Firm Breach Blamed on China" -- Takeaways: - A breach of F5 Inc. has been blamed on state-backed hackers from China with the hackers gaining "long-term persistent access" to certain systems and stealing files including source code. - The hackers were in F5's network for at least XX months according to representatives for F5 and stole details about flaws that could be used to target the company's customers. - The breach has prompted warnings from authorities in the US and UK with the US Cybersecurity and Infrastructure"
X Link @CorleoneDon77 2025-10-16T12:13Z 6438 followers, XXX engagements
"$SBET SharpLink Gaming prices 4.5M shares at $XXXXX in registered direct offering"
X Link @CorleoneDon77 2025-10-16T12:14Z 6438 followers, XXX engagements
"$SCHW $TSM $USB $MTB $JACK $CRM $CRML $SBET $TRV $MMC $BC $KEY $HPE Feel free to follow me for pre-market and after-hours movers every day. PRE-MARKET MOVERS: Currently Higher After Earnings: -- Charles Schwab (SCHW) up XXX% -- TSMC (TSM) up XXX% -- U.S. Bancorp (USB) up XXX% -- M&T Bank (MTB) up XXX% Currently Also Higher: -- Jack in the Box (JACK) up XXX% after entering into a definitive agreement to sell Del Taco to Yadav Enterprises for $115M in cash -- Salesforce (CRM) up XXX% after issuing guidance at DreamForce -- Critical Metals (CRML) up XXXX% after announcing $50M PIPE financing --"
X Link @CorleoneDon77 2025-10-16T13:12Z 6439 followers, XXX engagements
"$CSX CSX reports Q3 adjusted EPS 44c consensus 42c -- Q3 revenue $3.59B consensus $3.57B. -- Volume totaled 1.61M units for the quarter up X% compared to third quarter 2024 and up X% sequentially"
X Link @CorleoneDon77 2025-10-16T20:25Z 6435 followers, XXX engagements
"$NMAX Newsmax to buy $5M in Bitcoin and Trump Coin"
X Link @CorleoneDon77 2025-10-16T20:29Z 6439 followers, XXX engagements
"$CNS Cohen & Steers reports Q3 EPS adjusted EPS 81c vs. 73c last quarter -- Q3 revenue $141.7M vs. $133.4M a year ago and $136.13M last quarter. -- Reports September XX AUM $90.9B vs. $88.9B at June XX and Q3 average AUM $89.7B vs. $87.2B for Q2"
X Link @CorleoneDon77 2025-10-16T20:33Z 6440 followers, XXX engagements
"$CSX $FNB $CNS $KZR $PRAX $GBCI $WAFD $IBKR $OZK Feel free to follow me for pre-market and after-hours movers every day. AFTER-HOURS MOVERS: Currently Higher After Earnings: -- CSX (CSX) up XXX% -- F.N.B. (FNB) up XXX% -- Cohen & Steers (CNS) up XXX% Currently Also Higher: -- Kezar Life Sciences (KZR) up XXXX% after announcing it will explore strategic alternatives as it has been unable to align with FDA on potential registrational clinical trial of zetomipzomib -- Praxis Precision Medicines (PRAX) up XXX% despite common stock offering on momentum following today's XXX% spike Currently Lower"
X Link @CorleoneDon77 2025-10-17T00:35Z 6440 followers, XXX engagements
"$BITF Bitfarms upsizes convertible senior notes offering to $500M from $300M"
X Link @CorleoneDon77 2025-10-17T10:55Z 6439 followers, XXX engagements
"$ATAI Atai Life Sciences 23.725M share Spot Secondary priced at $5.48"
X Link @CorleoneDon77 2025-10-17T10:56Z 6438 followers, XXX engagements
"$LXEO Lexeo Therapeutics 15.625M share Spot Secondary priced at $8.00"
X Link @CorleoneDon77 2025-10-17T10:56Z 6441 followers, XXX engagements
"$FITB Fifth Third reports Q3 EPS 91c consensus 86c -- Q3 revenue $2.31B consensus $2.29B. -- Q3 net interest margin XXXX% vs. XXXX% last year. -- Sees Q4 NII stable to up X% vs. Q3"
X Link @CorleoneDon77 2025-10-17T11:06Z 6438 followers, XXX engagements
"$CME From Bloomberg: "CME Plans to Launch Sports Contracts to Compete With Kalshi" -- Takeaways: - CME Group Inc. is planning to debut financial contracts tied to sports games and economic indicators by the end of the year according to people familiar with the matter. - The products would bring CME into more direct competition with Kalshi and Polymarket platforms for so-called prediction markets that have been making rapid moves into the financial mainstream. - CME is preparing to release its new contracts to the public through future commission merchants including the one it is setting up"
X Link @CorleoneDon77 2025-10-17T11:10Z 6441 followers, XXX engagements
"$TFC Truist Financial reports Q3 adjusted EPS $XXXX consensus 99c -- Q3 revenue $5.24B consensus $5.2B. -- Q3 CET1 capital ratio 11%"
X Link @CorleoneDon77 2025-10-17T11:12Z 6441 followers, XXX engagements
"$SLB SLB reports Q3 adjusted EPS 69c consensus 66c -- Q3 revenue $8.93B consensus $8.92B. -- Q3 cash flow from operations $1.X.68B free cash flow $1.1B -- CEO expects international markets to lead an activity rebound -- Backs FY25 CapEx view $2.4B"
X Link @CorleoneDon77 2025-10-17T11:15Z 6436 followers, XXX engagements
"$ALV Autoliv reports Q3 adjusted EPS $XXXX consensus $XXXX -- Q3 revenue $2.7B consensus $2.7B. -- Sees FY25 organic sales growth around 3%"
X Link @CorleoneDon77 2025-10-17T11:17Z 6441 followers, XXX engagements
"$F $GM $HMC $NSANY $TM $TSLA $VWAGY $STLA $LCID $RIVN $MBGYY Good ol' lobbies: From Bloomberg: "US Nears Tariff Relief for Auto Industry After Lobbying Push" -- Takeaways: - The White House is poised to ease tariffs on the US auto industry a move that would deliver a major win for carmakers. - The Commerce Department is slated to announce a five-year extension for an arrangement that allows automakers to reduce what they pay in tariffs on imported car parts. - The concession follows months of lobbying by carmakers including Ford Motor Co. and General Motors Co. to secure relief from President"
X Link @CorleoneDon77 2025-10-17T11:30Z 6438 followers, XXX engagements
"$ALLY Ally Financial reports Q3 adjusted EPS $XXXX consensus $XXXX -- Q3 revenue $2.17B consensus $2.11B. -- Q3 net interest margin XXXX% vs. XXXX% last year compared to Q2 NIM of 3.45%"
X Link @CorleoneDon77 2025-10-17T11:32Z 6442 followers, XXX engagements
"$BITF $BTC $ETH $LLY $AXP $CSX $FITB $HBAN $TFC $STT $ASTS $MU $SOL Feel free to follow me for pre-market and after-hours movers every day. PRE-MARKET MOVERS: Currently Higher After Earnings: -- American Express (AXP) up XXX% -- CSX (CSX) up XXX% -- Fifth Third (FITB) up XXX% -- Huntington Banchsares (HBAN) up XXX% -- Truist Financial (TFC) up XXX% Currently Lower After Earnings: -- State Street (STT) down XXX% Currently Also Lower: -- Eli Lilly (LLY) down XXX% after President Donald Trump said the price of Ozempic could come down based on negotiations with the federal government -- AST"
X Link @CorleoneDon77 2025-10-17T13:25Z 6438 followers, XXX engagements
"$NVDA $TSM From Axios: "Nvidia and TSMC unveil first Blackwell chip wafer made in U.S.""
X Link @CorleoneDon77 2025-10-17T20:42Z 6442 followers, XXX engagements
"$FBGL FBS Global files to sell 20M-40M ordinary shares"
X Link @CorleoneDon77 2025-10-17T20:43Z 6440 followers, XXX engagements
"$CRDL Cardiol Therapeutics trading halted news pending"
X Link @CorleoneDon77 2025-10-17T20:44Z 6435 followers, XXX engagements
"$BX $HOLX $TPG From Bloomberg: "Blackstone TPG Near Hologic Deal for More Than $XX Billion""
X Link @CorleoneDon77 2025-10-18T01:14Z 6438 followers, XXX engagements
"$AMZN $GOOGL $MSFT $META $ORCL I thought this was interesting:"
X Link @CorleoneDon77 2025-10-20T02:17Z 6436 followers, 1199 engagements
"$ZION Zions Bancorp options imply XXX% move in share price post-earnings"
X Link @CorleoneDon77 2025-10-20T19:12Z 6443 followers, XXX engagements
"$STLD $CCK A couple of notable companies reporting after the market close with earnings consensus estimates: -- Steel Dynamics (STLD) consensus $XXXX -- Crown Holdings (CCK) consensus $1.99"
X Link @CorleoneDon77 2025-10-20T19:17Z 6443 followers, XXX engagements
"$GE $KO $PM $RTX $LMT $NOC $MMM $ELV $GM $PCAR $EFX $DGX Some notable companies reporting before tomorrow's open with earnings consensus estimates: -- GE Aerospace (GE) consensus $XXXX -- Coca-Cola (KO) consensus 78c -- Philip Morris (PM) consensus $XXXX -- RTX Corp (RTX) consensus $XXXX -- Lockheed Martin (LMT) consensus $XXXX -- Northrop Grumman (NOC) consensus $XXXX -- 3M (MMM) consensus $XXXX -- Elevance Health (ELV) consensus $XXXX -- General Motors (GM) consensus $XXXX -- Paccar (PCAR) consensus $XXXX -- Equifax (EFX) consensus $XXXX -- Quest Diagnostics (DGX) consensus $2.50"
X Link @CorleoneDon77 2025-10-20T19:22Z 6443 followers, XXX engagements
"$CTRA Coterra Energy price target raised to $XX from $XX at Wells Fargo Wells Fargo raised the firm's price target on Coterra Energy to $XX from $XX and keeps an Overweight rating on the shares. The firm marked to market its estimates to reflect actual commodity prices during Q1"
X Link @CorleoneDon77 2025-04-20T22:39Z 6443 followers, XXX engagements
"$CTRA Coterra Energy options imply XXX% move in share price post-earnings Pre-earnings options volume in Coterra Energy is 1.7x normal with puts leading calls 10:9. Implied volatility suggests the market is anticipating a move near XXX% or 97c after results are released. Median move over the past eight quarters is 2.3%"
X Link @CorleoneDon77 2025-05-05T19:36Z 6443 followers, XXX engagements
"$EPAM Attached is a Mizuho analyst note regarding EPAM issued today entitled: "GenAI Helps Drive Improving Demand: 2Q25 Two Additional Views " Mizuho has a 'Outperform' rating on EPAM with a $XXX price target"
X Link @CorleoneDon77 2025-08-12T14:14Z 6444 followers, XXX engagements
"$COO Cooper Companies announces $1B increase in share repurchase program"
X Link @CorleoneDon77 2025-09-17T20:45Z 6443 followers, XXX engagements
"$XRTX Xortx Therapeutics files to sell 4.76M common shares"
X Link @CorleoneDon77 2025-09-25T20:30Z 6443 followers, XXX engagements
"What does everyone here think Over-reaction or real concern $FLUT $DKNG Shares of Flutter Entertainment (FLUT) and DraftKings (DKNG) are under pressure on Tuesday after the U.S. prediction markets operator Kalshi launched a new same-game parlay-style product on NFL games on Monday. -- Commenting on the developments Jefferies says that it views the weakness in Flutter's shares as "an overreaction.""
X Link @CorleoneDon77 2025-09-30T19:49Z 6443 followers, XXX engagements
"$MRX Marex Group sees Q3 adjusted EPS 92c-97c consensus 91c -- Sees revenue $475M-$485M consensus $475.36M"
X Link @CorleoneDon77 2025-10-08T11:08Z 6443 followers, XXX engagements
"$SPY $OKLO $FRMI $NNE $SMR $PLUG $LEU $BE #Uranium #uraniumstocks #nuclear #nuclearenergy #nuclearstocks PLEASE NOTE THIS IS NOT NECESSARILY MY PERSONAL OPINION AND I AM NOT SHORT ANY OF THESE STOCKS. I AM SHARING SIMPLY TO KEEP INVESTORS INFORMED OF AN ARTICLE PUBLISHED BY A KNOWN AND FOLLOWED FINANCIAL PUBLICATION. IT IS AN OPINION PIECE AND IS UP TO THE READER TO DECIDE ITS POTENTIAL RELEVANCE: From The Wall Street Journal: "The Frothiest AI Bubble Is in EnergyStocks" -- Concept stocks with no revenue have soaring valuations Forget about the froth in tech valuations. The real excess might"
X Link @CorleoneDon77 2025-10-15T14:10Z 6443 followers, XXX engagements
"$TGB Taseko Mines announces $150M bought deal financing"
X Link @CorleoneDon77 2025-10-15T20:27Z 6443 followers, XXX engagements
"$TGB Taseko Mines 37.1M share Spot Secondary priced at $4.05"
X Link @CorleoneDon77 2025-10-16T12:41Z 6443 followers, XXX engagements
"$VICR Just FYI and this has no impact on the stock I took a starter today in VICR"
X Link @CorleoneDon77 2025-10-16T16:55Z 6444 followers, XXX engagements
"$WRB W. R. Berkley reports Q3 EPS $XXXX consensus $XXXX -- Q3 revenue $3.77B consensus $3.15B"
X Link @CorleoneDon77 2025-10-20T20:14Z 6443 followers, XXX engagements
"$IPAR Interparfums reports Q3 revenue $430M consensus $431.78M"
X Link @CorleoneDon77 2025-10-20T20:15Z 6444 followers, XXX engagements
"$ZION Zions Bancorp reports Q3 EPS $XXXX consensus $XXXX -- Q3 NIM XXXX% vs. XXXX% last year. -- Tangible book value per common share increased $XXXX or XX% to $38.64"
X Link @CorleoneDon77 2025-10-20T20:16Z 6444 followers, 1901 engagements
"$EOSE Disclosure: I am long EOSE: -- Eos Energy awarded joint $24M economic development packages in U.S. -- Eos Energy MN8 Energy sign supply agreement for energy storage -- Eos Energy Talen Energy partner to advance power capacity for AI infrastructure"
X Link @CorleoneDon77 2025-10-21T13:57Z 6443 followers, XXX engagements
"$EOSE Eos Energy contract expansion plans support 'bullish view' says Stifel -- Eos Energy (EOSE) announced a XXX MW supply agreement with MN8 Energy a strategic collaboration with Talen Energy (TLN) to help meet data center demand and expansion plans to meet rising demand. -- Stifel analyst Stephen Gengaro said the firm view these as positives that support the firm's "bullish view." -- Stifel reiterates a Buy rating and $XX price target on Eos shares"
X Link @CorleoneDon77 2025-10-21T14:57Z 6443 followers, XXX engagements
"$TXN Texas Instruments reports Q3 EPS $XXXX consensus $XXXX -- Q3 revenue $4.74B consensus $4.64B. -- Sees Q4 EPS $1.13-$1.39 consensus $XXXX -- Sees Q4 revenue $4.22B-$4.58B consensus $4.5B"
X Link @CorleoneDon77 2025-10-21T20:04Z 6443 followers, XXX engagements
"$NFLX Netflix reports Q3 EPS $XXXX consensus $XXXX -- Q3 revenue $11.51B consensus $11.51B. -- Sees Q4 EPS $XXXX consensus $XXXX. -- Sees Q4 revenue $11.96B consensus $11.9B. -- Revises FY25 revenue view to $45.1B from $44.8B-$45.2B consensus $45.03B"
X Link @CorleoneDon77 2025-10-21T20:06Z 6443 followers, XXX engagements
"$ISRG Intuitive Surgical reports Q3 EPS $XXXX consensus $XXXX -- Q3 revenue $2.51B consensus $2.41B. -- Raises FY25 procedure growth view to 17%-17.5% from 15.5%-17%. -- Raises FY25 gross profit margin view to 67%-67.5% of revenue from 66%-67% of revenue. -- Narrows FY25 operating expense growth view to 11%-13% from 10%-14%"
X Link @CorleoneDon77 2025-10-21T20:13Z 6444 followers, XXX engagements
"$PEGA Pegasystems reports Q3 adjusted EPS 30c consensus 20c -- Q3 revenue $381.35M consensus $350.85M. -- Q3 ACV up XX% year-over-year"
X Link @CorleoneDon77 2025-10-21T20:15Z 6443 followers, XXX engagements
"$VICR Vicor reports Q3 EPS 63c vs. 26c last year -- Q3 revenue $110.42M consensus $95.4M"
X Link @CorleoneDon77 2025-10-21T20:17Z 6443 followers, XXX engagements
/creator/twitter::1577382889104318472/posts