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[@WhatMarketMind](/creator/twitter/WhatMarketMind)
"$3008 20250710-UBS-Largan Precision (3008) Q225 core business (excl. FX) topped expectations $NWL 20250710-UBS-Netwealth Group Limited (NWL) 4Q25_volatility drives softer flows $PANW 20250710-UBS-Palo Alto Networks (PANW) Iterating on our ARR Build $3382 20250710-UBS-Seven & i Holdings (3382) Earnings update Recovery at SEI important $2096 20250710-UBS-Simcere Pharmaceutical Group (2096) Sanbexin growth momentum continues novel_drug lau $7649 20250710-UBS-Sugi Holdings (7649) Earnings update Sharply lifting NP forecast $TSCO 20250710-UBS-Tractor Supply Company (TSCO) Feeling The Heat $74SW"  
![@WhatMarketMind Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1869290335937105920.png) [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1945838475665936598) 2025-07-17 13:30:19 UTC 1117 followers, XX engagements


"20250520-UBS-APAC Technology:Computex 2nd Day Expo and Meeting Takeaways.pdf #ComputexAPAC $TSM $ASML $NVDA $QCOM $MTK 20250520-UBS-China Wind Industry:Gains locked in; but the cycle isn't over.pdf #ChinaWind $VWS $SGRE $GE $NDR $CSWD 20250520-UBS-European Economic Perspectives Eurozone: Inflation likely at X% in May.pdf #EuroInflation $DAX $CAC $FTSE $SMI $IBEX 20250520-UBS-Global Equity Strategy:Key Conclusions _ May 2025.pdf #GlobalEquity $SPY $QQQ $IWM $EFA $VWO 20250520-UBS-SMID Industrials SMIDs less crowded mm but pick_up observed since early May.pdf #SMIDIndustrials $ITT $WTS $RXN $CR"  
![@WhatMarketMind Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1869290335937105920.png) [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1925114647914656075) 2025-05-21 09:01:13 UTC 1114 followers, XXX engagements


"20250425-Goldman Sachs-The XXX SK Hynix China Consumer Axis Bank SBI Cards KB Financial Fujits.pdf #GS720 $0006 $BABA $AXIS $SBIC $FUJIY 20250424-Goldman Sachs-Alphabet Inc. GOOGL Q125 Earnings First Take.pdf #AlphabetQ1 $GOOGL $MSFT $AMZN $META $TWTR 20250424-Goldman Sachs-Americas Technology Real Estate Tech Existing home sales down X month_over.pdf #RealEstateTech $Z $RDFN $OPEN $CSGP $COMP 20250424-Goldman Sachs-Americas TechnologySoftwareNavigating Turbulence Part VIII Mark_to_Market .pdf #SoftwareTurbulence $CRM $ADBE $ORCL $SAP $WDAY 20250424-Goldman Sachs-CEEMEA Inflation"  
![@WhatMarketMind Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1869290335937105920.png) [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1915609613363499315) 2025-04-25 03:31:36 UTC 1117 followers, XXX engagements


"$2432 20250627-Jefferies-DeNA Co Ltd. (2432) Maintain HOLD While Tactical Rebound Remains in Sight $GALD 20250627-Jefferies-Galderma (GALD) Nemluvio Launch Tracker Volume Growth Remains Robust $GEBN 20250627-Jefferies-Geberit (GEBN) Watch the Video Revisiting the Buy case $GILD 20250627-Jefferies-Gilead Sciences Inc. (GILD) SCOTUS rules against Braidwood.HIV PrEP stays on $HE 20250627-Jefferies-Hawaiian Electric Industries (HE) Post_Settlement Path Clearer as Pure Play Tran $HWM 20250627-Jefferies-Howmet (HWM) Q2 Preview Confident in the Cadence Raising '25'26 EPS $ISS 20250627-Jefferies-ISS"  
![@WhatMarketMind Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1869290335937105920.png) [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1939370591343243411) 2025-06-29 17:09:15 UTC 1120 followers, XXX engagements


"CITI US #Biotechnology and #Pharmaceuticals #RFKJ as Secretary of HHS now moving to full Senat #ENPH Enphase Energy $ENPH Safe Harbor to Save this Year 4Q Beat but Outlook Disappoint Great Wall Motor 1Q25E Sales Exports and Profitability Outlook #WU Western Union Co. $WU Mixed 4Q with Consistent FY25 Outlook Retail Focus Remains"  
![@WhatMarketMind Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1869290335937105920.png) [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1887344647095394760) 2025-02-06 03:36:43 UTC 1105 followers, XXX engagements


"Bernstein's July XX 2025 Quantitative Research: S&P XXX 2Q25 Earnings Scorecard - Strong start: +9.3% EPS on +5.6% revs; Beat ratios high; Mag7 drive growth; Sector revisions. Full details Join Patreon: #SP500 #EarningsSeason #Q2Earnings #Mag7 #EPSGrowth #RevenueBeat #SectorAnalysis #TechEarnings #Financials #Healthcare $AAPL $MSFT $NVDA $GOOGL $AMZN"  
![@WhatMarketMind Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1869290335937105920.png) [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1948996132451090656) 2025-07-26 06:37:43 UTC 1121 followers, XX engagements


"20250527-UBS-North American Oil & Gas: Active Rig Monitor Weekly; UBS Evidence Lab inside; Austin & M.pdf #OilRigs $XOM $CVX $OXY 20250527-UBS-Pan_European Small and Mid_Caps: SMID US tariff exposure who imports from the EU.pdf #EUSMIDTariff $CRH $LHN $SGO 20250527-UBS-Sector Keys: Global Real Estate Defensive outperforming amid volatility.pdf #DefensiveRE $PLD $EXR $PSA 20250527-UBS-SMID Industrials LII entering the NA Water Heater market. Should AOS be concerned.pdf #WaterHeater $LII $AOS $CARR 20250527-UBS-SMID Industrials: Assessing the industry temperature: HVAC Business Survey 4.0"  
![@WhatMarketMind Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1869290335937105920.png) [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1927706475104981117) 2025-05-28 12:40:13 UTC 1108 followers, 6249 engagements


"$ACBr 20250710-Goldman Sachs-Alpha Bank (ACBr) 2Q25 preview $AMPF 20250710-Goldman Sachs-Amplifon (AMPF) Updating estimates prior to Q2 results $AMLX 20250710-Goldman Sachs-Amylyx Pharmaceuticals Inc. (AMLX) Potential blockbuster opportunity for av $BNPP 20250710-Goldman Sachs-BNP Paribas (BNPP) Q225 Preview $DOCS 20250710-Goldman Sachs-Dr. Martens Plc (DOCS) AGM Trading Update _On track and FY26 outlook uncha $GERN 20250710-Goldman Sachs-Geron Corp. (GERN) Commercial challenges to persist near_term Resume at Se $ICAD 20250710-Goldman Sachs-Icade (ICAD) Vacancy rates to edge up on upcoming"  
![@WhatMarketMind Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1869290335937105920.png) [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1945838208459374934) 2025-07-17 13:29:15 UTC 1120 followers, XXX engagements


"20250724-Goldman Sachs-Americas Energy Oil2Q25 Preview Refreshing CVE and MEG Estimates Look for.pdf 20250724-Goldman Sachs-Americas HealthcareEmerging BioPharma Initiate ARQT at Neutral BOLD at Earl.pdf 20250724-Goldman Sachs-Brazil Payment Technology 2Q25 preview Weaker TPV but still healthy EPS gro.pdf 20250724-Goldman Sachs-CEEMEA Inflation MonitorMixed Inflation Developments in June.pdf 20250724-Goldman Sachs-Green CapexThe power of Power amid updated US energy incentives.pdf 20250724-Goldman Sachs-Oil AnalystDiesel Margins to Moderate But Remain Above Pre_Pandemic Averages.pdf"  
![@WhatMarketMind Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1869290335937105920.png) [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1948585217985515720) 2025-07-25 03:24:53 UTC 1121 followers, XX engagements


"Goldman Sachs' July XX 2025 European Metals & Mining Coverage: Forecasts spot pricing scenarios commodity/FX outlooks relative performance charts FCF yields and production insights. Key data on equities vs. commodities. Dive deeper Sub to Patreon for full access: #MetalsMining #CommodityForecasts #SpotPricing #EquityPerformance #FCFYield #ProductionOutlook #GoldmanSachs #MiningIndustry #FXForecasts #InvestmentResearch"  
![@WhatMarketMind Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1869290335937105920.png) [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1948954006736568675) 2025-07-26 03:50:19 UTC 1121 followers, XX engagements


"20250725-Goldman Sachs-Metals & Mining: Feedback on Copper and Aluminium developments: US Tariffs #MetalsMining #CopperMarket #AluminiumTrends #USTariffs #CommodityDevelopments $FCX $AA $RIO $BHP $SCCO 20250725-Goldman Sachs-Korea Weekly Kickstart: KOSPI gained moderately amid continued foreign inflows #KoreaMarkets #KOSPI #ForeignInflows #WeeklyKickstart #AsiaEquities $EWY $FLKR $KOSPI $SSNLF $HYMLF 20250725-Goldman Sachs-Global Markets Analyst: The Financial System Implications of Payment Stablecoins #Stablecoins #GlobalMarkets #FinancialSystem #CryptoImplications #PaymentTech $USDC $USDT"  
![@WhatMarketMind Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1869290335937105920.png) [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1948950760986988780) 2025-07-26 03:37:25 UTC 1122 followers, XX engagements


"$ASII 20250610-DBS-Astra International (ASII) What if Astra fires the hybrid shot $MONDE 20250610-DBS-Monde Nissin Corporation (MONDE) Cautious optimism as APAC BFP headwinds offset by Qu $WLCON 20250610-DBS-Wilcon Depot (WLCON) There is light at the end of the tunnel $ELET3 20250610-HSBC-Eletrobras (ELET3) Buy Accelerating restructuring efforts amid a challenging enviro $INSM 20250610-Wells Fargo-Insmed Incorporated (INSM) TPIP Phase X Suggests Best_in_Class Profile We See $NVDA 20250611-Evercore ISI-NVIDIA Corp. (NVDA) GTC Paris Takes NVDA Remains Top Semi Core Holding 20250611-Evercore"  
![@WhatMarketMind Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1869290335937105920.png) [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1937859740979376350) 2025-06-25 13:05:40 UTC 1121 followers, XXX engagements


"Inc. Starlink vs. KuiperMid_Year Update #AmazonKuiper #Starlink #SatelliteInternet #TechCompetition #Broadband $AMZN $SPCE $TSLA $T $TMUS 20250723-Barclays-Enphase Energy Innovating beyond equipment and into financial products #EnphaseEnergy #SolarInnovation #FinancialProducts #CleanTech #Renewables $ENPH $FSLR $SEDG $RUN $NEE 20250723-Barclays-Equinor (EQNR.OL) Guidance maintained #Equinor #OilGas #EnergySector #GuidanceUpdate #CommodityMarkets $EQNR $XOM $CVX $BP $SHEL 20250723-Barclays-Global Credit Derivatives Research: CDS index and TRS positioning #CreditDerivatives #CDSIndex"  
![@WhatMarketMind Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1869290335937105920.png) [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1948314465398923706) 2025-07-24 09:29:01 UTC 1122 followers, XXX engagements


"20250210-Goldman Sachs-GS EUROPEAN EXPRESS EncoreBuy $DAST $OREP $NOVO $AZN Sell $EKTA Autos Telc.pdf 20250210-Goldman Sachs-Global Weekly #KickstartGlobal markets are flat ahead of new #Trumps tariffs.pdf 20250210-Goldman Sachs-China #Sportswear Key takeaways from expert call healthy CNY trading despit.pdf 20250210-Goldman Sachs-China Solar Tracking profitability inflection Profitability further deterior.pdf 20250210-Goldman Sachs-China Cosmetics Monthly trackerJan_25 Slower mom with mixed performance G.pdf 20250207-Goldman Sachs-European Daily #GermanyThe Reforms on the Table Garnadt.pdf"  
![@WhatMarketMind Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1869290335937105920.png) [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1889150119590932881) 2025-02-11 03:11:01 UTC 1118 followers, XXX engagements


"20250724-Bernstein-Airfreight & Surface TransportationQuick Take Big railroad energy as UNP confir.pdf 20250724-Bernstein-Japan Video Gaming & SemiconductorsJapan Video Gaming Quick thoughts on the Son.pdf 20250724-Bernstein-U.S. Machinery Airfreight & Surface Transportation EU TrucksMachinery & Transp.pdf 20250724-Bernstein-US Biopharma Q2 Earnings Preview_limited volatility in the numbers just meeting.pdf 20250725-Bernstein-Asia Quantitative StrategyGen AI in Asset Management10 Best Practices for inves.pdf"  
![@WhatMarketMind Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1869290335937105920.png) [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1948585018571509987) 2025-07-25 03:24:06 UTC 1119 followers, XX engagements


"$PNBHOUSI 20250626-UBS-PNB Housing Finance (PNBHOUSI) A turnaround story with reasonable valuation $6273 20250626-UBS-SMC (6273) Maintaining Neutral earnings to continue in transitional phase as fixed cos $6506 20250626-UBS-Yaskawa Electric (6506) Maintaining Neutral headwinds from external conditions contin $1810 20250627-Goldman Sachs-Xiaomi Corp. (1810) Extending leadership in premium autos on YU7s above_ex $AMS 20250627-UBS-ams_OSRAM (AMS) Multiple catalysts on the horizon. Buy $BUCN 20250627-UBS-Bucher Industries (BUCN) Weather tracker _ weather conditions slightly unfavorable fo $HEM"  
![@WhatMarketMind Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1869290335937105920.png) [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1939371763965833332) 2025-06-29 17:13:54 UTC 1116 followers, XX engagements


"$GMAB 20250716-J.P. Morgan-Genmab AS (GMAB) Q225 First Take from JNJ Darzalex Q2 sales X beat vs GMAB $JNJ 20250716-J.P. Morgan-Johnson & Johnson (JNJ) 2Q25 Takeaways Solid Results Across the Portfolio $KMI 20250716-J.P. Morgan-Kinder Morgan Inc. (KMI) 2Q25 In Line Results and Maintained 2025 Guidance $KNTK 20250716-J.P. Morgan-Kinetik Holdings Inc (KNTK) Thoughts into 2Q25 Light 2Q but $1.2bn Annualiz $AD 20250716-J.P. Morgan-Koninklijke Ahold Delhaize NV (AD) Read_across to AD from ACIs 1Q25 & FY25 $259960 20250716-J.P. Morgan-Krafton (259960) PUBG IP on track to print DD growth in 2025"  
![@WhatMarketMind Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1869290335937105920.png) [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1945840001755001198) 2025-07-17 13:36:23 UTC 1106 followers, XXX engagements


"20250722-Bernstein-Asia Quant Strategy & Asia Semis & InternetAsia Tech StrategyWith rate_cuts alr#AsiaTech #QuantStrategy #Semiconductors #InternetStocks #RateCuts $TSM $BABA $TCEHY $SMH $SOXX 20250722-Bernstein-European & American Alcoholic BeveragesUS Beer Scanner Data Deep_Dive#USBeer #AlcoholicBeverages #ScannerData #ConsumerTrends #BeverageIndustry $BUD $STZ $TAP $SAM $HEIA.AS 20250722-Bernstein-European Food & HPC US Scanner data highlights gradual improvement#EuropeanFood #HPC #USScannerData #ConsumerGoods #MarketTrends $UL $PG $KMB $NESN.SW $CL 20250722-Bernstein-India Financials"  
![@WhatMarketMind Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1869290335937105920.png) [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1947904306763677806) 2025-07-23 06:19:11 UTC 1109 followers, XXX engagements


"Bernstein's July XX 2025 US Biopharma GLP-1 Tracker: Wegovy gains from CVS switches Zepbound strong; Weekly TRx/NRx/NBRx data; Mounjaro/Zepbound dose breakdowns. IQVIA notes on volumes. Full report Sub to Patreon: #GLP1 #Wegovy #Zepbound #Mounjaro #ObesityDrugs #Biopharma #CVSSwitches #TRx #NRx #NBRx $LLY $NVO $CVS $AZN $PFE"  
![@WhatMarketMind Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1869290335937105920.png) [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1948996030466588823) 2025-07-26 06:37:18 UTC 1122 followers, XX engagements


"$APG 20250715-J.P. Morgan-APi Group (APG) Safety in Execution Upgrading to OW with PT of $XX $BBAS3 20250715-J.P. Morgan-Banco do Brasil (BBAS3) How Bad Could 2Q25 Be Harvesting Even Higher Provi $CRC 20250715-J.P. Morgan-California Resources (CRC) Catalyst Rich Story at Discounted Valuation Below $4901 20250715-J.P. Morgan-FUJIFILM Holdings (4901) Model update Resolution of bio CDMO concerns should $GSK 20250715-J.P. Morgan-GSK PLC (GSK) Blenrep ODAC docs_lack of US pts less of a focus than feared tho $LAD 20250715-J.P. Morgan-Lithia Motors (LAD) Odd 2Q25 Pre_Announcement Headline Beat"  
![@WhatMarketMind Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1869290335937105920.png) [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1945839753427059037) 2025-07-17 13:35:23 UTC 1121 followers, XXX engagements


"@Investingcom Check if you need Uploaded 20250724-UBS-Alphabet Inc._Class $GOOGL Earning More and Spending More.pdf"  
![@WhatMarketMind Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1869290335937105920.png) [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1948270567301492932) 2025-07-24 06:34:35 UTC 1120 followers, XX engagements


"$ARTO 20250526-DBS-Bank Jago Tbk PT (ARTO) Strong loan growth momentum (ARTO) $BJC 20250526-DBS-Berli Jucker Public Co. Ltd (BJC) Positive momentum continues $1339 20250526-DBS-People's Ins Co Group of China (1339) Three concerns on the horizon $MDKA 20250526-DBS-PT Merdeka Copper Gold Tbk (MDKA) Earnings glitter with gold $SATS 20250526-DBS-SATS Ltd (SATS) 4QFY25 headline PATMI of SGD38.7mn would have met expectations if n $STECON 20250526-DBS-Stecon Group (STECON) Bright future ahead supported by huge backlog $BAC 20250526-Wells Fargo-Bank of America Corporation (BAC) Blue Sky Scenario Is"  
![@WhatMarketMind Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1869290335937105920.png) [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1929881553611432071) 2025-06-03 12:43:12 UTC 1122 followers, XXX engagements


"$1364 20250604-UBS-Guming Holdings (1364) Ride on supply chain resiliency and delivery subsidy PT up to $HSX 20250604-UBS-Hiscox (HSX) CMD A giant leap rather than a step change $IGG 20250604-UBS-IG Group PLC (IGG) Up with events_Downgrade to Neutral $IP 20250604-UBS-International Paper Company (IP) Turning the Battleship Initiate at Buy $035420 20250604-UBS-Naver Corp (035420) 2025 AIC Navigating AI disruption and eCommerce shifts $OSCR 20250604-UBS-Oscar Health Inc (OSCR) Looking at Preliminary 2026 TN Rate Filings $PKG 20250604-UBS-Packaging Corp of America (PKG) Consistent Performer but"  
![@WhatMarketMind Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1869290335937105920.png) [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1931336786967707958) 2025-06-07 13:05:47 UTC 1121 followers, XXX engagements


"20250723-UBS-Brazilian RetailersHit Refresh on Brazils eCommerce landscape.pdf 20250723-UBS-Equinor ASA $EQNR 2Q25_a miss and US offshore wind impairment.pdf 20250723-UBS-European Insurance News & ViewsM&G tops performance charts and US to EU rotation slows.pdf 20250723-UBS-Global FX StrategyFX Compass Hot tariff summer.pdf 20250723-UBS-Japan Food SectorWhat Nielsen data says about the US instant noodle market July 2025.pdf 20250723-UBS-MLCCUBS Evidence Lab Inside Distributor inventories continue at low levels.pdf 20250723-UBS-North America Power & UtilitiesIt Was Always Going To Be This"  
![@WhatMarketMind Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1869290335937105920.png) [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1948023408949969312) 2025-07-23 14:12:27 UTC 1117 followers, XX engagements


"$CNM 20250717-Barclays-Core & Main Inc. (CNM) Roadshow Takeaways $FND 20250717-Barclays-Floor & Decor (FND) 2Q25 Deep Dive Still Pressured $FUTU 20250717-Barclays-FUTU Holdings LTD. (FUTU) Seeking a Path to RichesInitiating at OW $GNRC 20250717-Barclays-Generac Holdings Inc (GNRC) Tariff relief + clean energy crossroads $SRPT 20250717-Barclays-Sarepta Therapeutics Inc (SRPT) Elevidys stays on the mkt restructuring to stre $SHLS 20250717-Barclays-Shoals Technologies (SHLS) Near the policy not in its path $AXSB 20250717-Bernstein-Axis Bank Ltd (AXSB) Axis 1Q26 yet another poor quarter $AXSB"  
![@WhatMarketMind Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1869290335937105920.png) [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1946149637494374742) 2025-07-18 10:06:45 UTC 1112 followers, XX engagements


"20250514-Nomura-Morning News & Views_Asia.pdf #AsiaMarkets $HSBC $TCH $AIA $JD $BABA 20250513-Nomura-Posco Future M(003670.KS)Issuing XX% of new equity for vertical integration.pdf #PoscoEquity $POSCO $HYUN $KIA $TSLA $NIO 20250513-Nomura-Malaysia Telecoms:CDB Maxis YTL to buy U Mobiles DNB stake.pdf #MalaysiaTelco $MAXIS $YTL $TM $AXIATA $DSON 20250513-Nomura-Malaysia equity strategy:Vulnerabledefensive stocks during FX volatility.pdf #MalaysiaFX $MAYB $PBB $CIMB $HLBK $AMMB 20250513-Nomura-KEPCO(015760.KS)1Q25 earnings in_line.pdf #KEPCOEarn $KEP $DUK $SO $NEE $EXC 20250513-Nomura-India"  
![@WhatMarketMind Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1869290335937105920.png) [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1922499848500347211) 2025-05-14 03:50:56 UTC 1119 followers, XXX engagements


"$0586 20250515-CITI-Conch Venture (0586) Model Update Post 2024 Annual Results Maintain Buy $6618 20250610-Jefferies-JD Health (6618) O2O Game On and AI Leverage PT to HK$60 $6702 20250624-CITI-Fujitsu (6702) Reiterating our Buy rating RoIC uptrend poised to continue $2333 20250627-CITI-Great Wall Motor (2333) Expiring Upside 30_Day Catalyst Watch $HA 20250702-BofA Securities-Great Wall Motor (HA) (HA) Call takeaways Mgmt. expects July sales to im $2333 20250702-CITI-Great Wall Motor (2333) Key Takeaways from Jun_25 Monthly Sales Update Call $601633 20250703-Jefferies-Great Wall Motor_A"  
![@WhatMarketMind Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1869290335937105920.png) [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1945839151489982582) 2025-07-17 13:33:00 UTC 1117 followers, XX engagements


"$EGHT 20250519-Wells Fargo-8x8 Inc. (EGHT) Q4 ResultsFocus Shifting Back Towards Fixing Growth $RAMP 20250519-Wells Fargo-LiveRamp Holdings Inc. (RAMP) F4Q25 Preview Anticipating Conservative Initi $SNOW 20250519-Wells Fargo-Snowflake Inc. (SNOW) 1Q PreviewThreading a Needle into Summit $HPE 20250521-Evercore ISI-Hewlett Packard Enterprise Co. (HPE) FEEDBACK Post HPE Upgrade Bull vs. Bea $MDT 20250521-Evercore ISI-Medtronic plc (MDT) A lot of moving pieces (Diabetes spin FY26 &27 EPS Sea $MDT 20250521-Evercore ISI-Medtronic plc (MDT) Unwinding TAP call post F4Q results $TJX 20250521-Evercore"  
![@WhatMarketMind Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1869290335937105920.png) [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1927352642113552618) 2025-05-27 13:14:13 UTC 1122 followers, XXX engagements


"20250723-Goldman Sachs-Alphabet Inc. $GOOGL Q225 Earnings First Take.pdf 20250723-Goldman Sachs-Americas Banks RegionalUpdating COF model post earnings Key takeaways from.pdf 20250723-Goldman Sachs-Americas Technology Real Estate Tech EHS SAAR XXXX mn worse than expected .pdf 20250723-Goldman Sachs-APAC Energy & ChemicalsAssessing potential impact from Chinas Anti_Involuti.pdf 20250723-Goldman Sachs-Apple Inc. $AAPL F3Q25 preview Expect strong revenue trends beat on gro.pdf 20250723-Goldman Sachs-Europe Healthcare BiotechnologyPreviewing 2Q25 for commercial_stage compani.pdf 20250723-Goldman"  
![@WhatMarketMind Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1869290335937105920.png) [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1948267272130490735) 2025-07-24 06:21:29 UTC 1119 followers, XX engagements


"$AUB 20250523-Bernstein-Aubay (AUB) Nice Conferenceso far so good $CMG 20250523-Bernstein-Chipotle Mexican Grill Inc (CMG) Chipotle (CMG) The bear case and our view $CLN 20250523-Bernstein-Clariant AG (CLN) Clariant Aiming to Deliver _More of the Same_ Model Updat $EZJ 20250523-Bernstein-easyJet PLC (EZJ) Reassuringly steady. Remain Market_Perform TP XXXX $ITRK 20250523-Bernstein-Intertek Group PLC (ITRK) Intertek Strong delivery and viability in XX of the $BZ 20250523-Bernstein-Kanzhun Ltd (BZ) Boss Zhipin Q1 A mirror for macro $POLICYBZ 20250523-Bernstein-PB Fintech Ltd (POLICYBZ) Deep_dive"  
![@WhatMarketMind Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1869290335937105920.png) [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1926925004031090790) 2025-05-26 08:54:56 UTC 1121 followers, 9381 engagements


"20250221-Goldman Sachs-The XXX Alibaba Xiaomi Humanoid Robots Two Sessions preview China Proper.pdf $BABA $XIACF $FANUC $YASK $IRBT $COLI $CLNG $VNK $CSPC $AGILE"  
![@WhatMarketMind Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1869290335937105920.png) [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1892783918900007096) 2025-02-21 03:50:27 UTC 1117 followers, XXX engagements


"RBC #CompanyOutlook #EquityEstimate Tickets: $PAGE $GYM $DCC $BEZ $ANTO $AAL $SOBI $PSN $DYN $DWS $DHR $DFDS $CLNX $CATX $BTG $BP $BIO $APG $XNCR $VSTM $VRTX $SU $STZ $SRPT $SFR $RRC $RARE $PYXS $PRVA $PLRX $PCRX $NEL $MDT $KPTI $KBH $JNJ $INSP $HQY $FANG $EXE $EWTX $EVH $DSGN $CWAN $CTNM $CRC"  
![@WhatMarketMind Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1869290335937105920.png) [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1882709121830650181) 2025-01-24 08:36:48 UTC 1122 followers, 1550 engagements


"20250724-UBS-China Economic PerspectivesHow are exporters coping with US tariff hikes.pdf 20250724-UBS-European Economic CommentEuropean PMIs Mostly up but details mixed.pdf 20250724-UBS-European Insurance News & ViewsUnipol 1H25 Preview Read_across from AJ Bell Results f.pdf 20250724-UBS-European Logistics UBS Evidence Lab insideAfter capacity additions in early July Expr.pdf 20250724-UBS-European SpiritsNegative read_across from $LVMH Wine & Spirits Q2 results.pdf 20250724-UBS-Global Rates StrategyRates Map_Trading a XX tariff regime.pdf 20250724-UBS-HOLT Weekly ScreenSentiment"  
![@WhatMarketMind Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1869290335937105920.png) [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1948584830297669790) 2025-07-25 03:23:21 UTC 1119 followers, XX engagements


"20250421-UBS-Indian Consumer SectorReady for a rebound.pdf #IndiaConsumer $HIND $ITC $NEST $DABUR $MARICO 20250421-UBS-Indonesia Automotive SectorNew EV deliveries with front_loaded share gains in higher s.pdf #IndoEV $DRMN $TLKM $ISAT $AUTO $GGRM 20250421-UBS-Indonesia Market StrategyLocal institutions to raise equity allocations.pdf #IndoMarket $BBCA $BBRI $BMRI $BBNI $TLKM 20250421-UBS-Indonesia Nickel Sector Live ports tracker slowdown in intermediate Class_1 nickel sup.pdf #IndoNickel $VALE $INCO $ANTM $NCKL $TINS 20250421-UBS-Malaysia Market StrategyRecalibratingtilting to defensive"  
![@WhatMarketMind Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1869290335937105920.png) [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1914667536354042234) 2025-04-22 13:08:08 UTC 1117 followers, XXX engagements


"Goldman Sachs' July XX 2025 Taiwan Weekly Kickstart: Equities flat amid Tech inflows vs. ETF outflows; weak macro (IP -XXX% MoM) US trade talks. Valuations at 16.6x P/E EPS revisions down QFII buys $1.4bn. Divergence in Tech/Non-Tech styles/factors. Full details Join Patreon: #TaiwanMarkets #Economy #Investing #GoldmanSachs #TechStocks #Valuations #EPSRevisions #ForeignFlows #MacroData #SectorDivergence $TSM $UMC $2330.TW $2454.TW $AAPL"  
![@WhatMarketMind Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1869290335937105920.png) [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1948955264008552515) 2025-07-26 03:55:19 UTC 1121 followers, XX engagements


"20250723-Nomura-Asia Insights Malaysia: A special package unveiled but with more signs subsidy reform#MalaysiaEconomy #SubsidyReform #AsiaInsights #EconomicPolicy #ConsumerSpending $EWY $EWM $FXY $EWS $PIN 20250723-Nomura-Asia Insights: ASEAN: Sizeable downside risks to growth from the latest trade deals#ASEAN #TradeDeals #EconomicRisks #AsiaGrowth #GlobalTrade $EWM $EWS $VNM $THD $IDX 20250723-Nomura-Malaysia Consumer: SAP to boost 2H25 domestic consumer spending#MalaysiaConsumer #SAPProgram #ConsumerSpending #2H25Outlook #RetailTrends $EWM $PG $UL $NESN.SW $CPG.L 20250723-Nomura-Policy"  
![@WhatMarketMind Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1869290335937105920.png) [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1948266567818793425) 2025-07-24 06:18:41 UTC 1119 followers, XX engagements


"$GENS 20250424-DBS-Genting Singapore Ltd (GENS) $MLT 20250424-DBS-Mapletree Logistics Trust (MLT) Saving for a rainy day $KEP 20250424-DBS-SG Keppel Ltd (KEP) Stronger_than_expected 1Q25 (KEP) $BBL 20250424-DBS-TH Bangkok Bank (BBL) Weathering near_term turbulence $CZR 20250429-Deutsche Bank-Caesars Entertainment Corporation (CZR) Key Takeaways from Q1'25 Results $AER 20250430-CITI-AerCap (AER) An Attractive Simplicity Focusing on Profitability and Shareholder Ret $AIR 20250430-CITI-Airbus SE (AIR) Q1 X profit beat but FCF outflow much smaller than expected $ALB 20250430-CITI-Albemarle (ALB)"  
![@WhatMarketMind Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1869290335937105920.png) [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1919386938186068114) 2025-05-05 13:41:21 UTC 1116 followers, XX engagements


"20250725-Goldman Sachs-Energy Utilities & Mining Pulse: Investors Asking: What Moved Stocks This #EnergySector #Utilities #MiningStocks #MarketMovers #InvestorInsights $XLE $XLU $GDX $FCX $NEM 20250725-Goldman Sachs-EM Weekly Fund Flows Monitor: Strong foreign inflows led by North Asia South #EmergingMarkets #FundFlows #NorthAsia #SouthAsia #InvestmentTrends $EEM $VWO $IEMG $FXI $INDA 20250725-Goldman Sachs-EM Weekly Kickstart: MSCI EM rose modestly higher; China (+3%) led ww amid co #MSCIEM #ChinaMarkets #EmergingMarkets #WeeklyKickstart #GlobalEquities $EEM $FXI $MCHI $VWO $ASHR"  
![@WhatMarketMind Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1869290335937105920.png) [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1948949917692821878) 2025-07-26 03:34:04 UTC 1121 followers, XX engagements


"$CNPF 20250610-DBS-Century Pacific Food Inc (CNPF) Cautious margin outlook $1919 20250611-DBS-Cosco Shipping Holdings (1919) Near_term volume rebound but uncertainties remain $CHWY 20250611-Evercore ISI-Chewy Inc. (CHWY) No Need To Be In The Dog House $LINE 20250611-Evercore ISI-LineageInc. (LINE) $500mn Note Issuance Slightly Accretive To Our Ests. $ON 20250611-Evercore ISI-ON Semiconductor Corp (ON) Shifting ON to Top Analog Pick Post CEO & CFO NDR $TLN 20250611-Evercore ISI-Talen Energy Corp. (TLN) Walkin' The Same Path But Got On Different Shoes $BUD 20250612-Evercore ISI-AB Inbev (BUD)"  
![@WhatMarketMind Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1869290335937105920.png) [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1937860024824680897) 2025-06-25 13:06:48 UTC 1119 followers, XX engagements


"@Investingcom Uploaded reports on TSLA GOOGL APPL AMZN"  
![@WhatMarketMind Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1869290335937105920.png) [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1948270439869841857) 2025-07-24 06:34:04 UTC 1120 followers, XX engagements


"$PTGX 20250602-Goldman Sachs-Protagonist Therapeutics Inc. (PTGX) Consistent EfficacySafety in Rusfertid $REGN 20250602-Goldman Sachs-Regeneron Pharmaceuticals Inc. (REGN) Ph2 muscle_sparing data in obesity w $SAIC 20250602-Goldman Sachs-Science Applications International (SAIC) We see medium_term headwinds in $SIEGn 20250602-Goldman Sachs-Siemens AG (SIEGn) Updating estimates post 2Q25 $TGT 20250602-Goldman Sachs-Target Corp. (TGT) Takeaways from the Goldman Sachs Alternative Revenue F $OLED 20250602-Goldman Sachs-Universal Display Corp. (OLED) Revisiting the blue_sky scenario for blue a"  
![@WhatMarketMind Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1869290335937105920.png) [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1937855222979916024) 2025-06-25 12:47:43 UTC 1111 followers, XXX engagements


"$NA 20250528-Barclays-National Bank of Canada (NA) 2Q25 EPS REVIEW 2025 outlook unchanged tracking ah $CRM Inc. (CRM) Better Q1 cRPO and FX Benefits Should Help Shares $ITOS 20250528-Wells Fargo-iTeos Therapeutics. Inc. (ITOS) The Company Intends to Wind Down Operations D $CRM 20250528-Wells (CRM) 1Q ResultsNot Much Changed $BURL 20250529-Barclays-Burlington Stores Inc. (BURL) 1Q25 Review Executing on Burl XXX in an Uncertain $EKTAb 20250529-Barclays-Elekta AB (EKTAb) Q4 Review US orders an overhang $IOSn 20250529-Barclays-IONOS (IOSn) Still bullish post rally stay OW $KSS"  
![@WhatMarketMind Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1869290335937105920.png) [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1931336209273622943) 2025-06-07 13:03:29 UTC 1122 followers, 8197 engagements


"Jefferies-Issuer Volumes Roundup Underlying Deceleration in 2Q Softer June Exit RateHashtags: #IssuerVolumes #FinancialDeceleration #Q2MarketUpdate #BondIssuance #EconomicTrends Tickers: $JPM $GS $MS $BAC $CJefferies-Solar PolyWaferCell prices surged Jun'25 export data updateHashtags: #SolarEnergy #RenewableEnergy #SolarPrices #ExportData #CleanTech Tickers: $FSLR $RUN $ENPH $SEDG $CSIQJefferies-Q2 Preview Expecting Good VolumesGuide Bumps Across Space eAPTCs In FocusHashtags: #Q2Preview #VolumeGrowth #TaxCredits #Renewables #EnergySector Tickers: $TSLA $FSLR $ENPH $PLUG $NEEJefferies-P&C"  
![@WhatMarketMind Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1869290335937105920.png) [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1947668209701662725) 2025-07-22 14:41:01 UTC 1101 followers, XX engagements


"$DIRR3 20250711-Goldman Sachs-Direcional (DIRR3) 2Q25 Operational Preview Total Sales Beat In_Line at $DNB 20250711-Goldman Sachs-DNB (DNB) Q225 First Look $ENTRA 20250711-Goldman Sachs-Entra ASA (ENTRA) 1H25 results EPS X above GSe but sluggish revenue tra $FLUT 20250711-Goldman Sachs-Flutter Entertainment (FLUT) Announces buyout of Boyds X stake in FanDu $FMEG 20250711-Goldman Sachs-Fresenius Medical Care (FMEG) Updating estimates $2356 20250711-Goldman Sachs-Inventec (2356) Mgmt. call ASIC and China to support 2H25 Production si $ICAP 20250711-Goldman Sachs-Investcorp Capital Plc (ICAP)"  
![@WhatMarketMind Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1869290335937105920.png) [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1945838961286635831) 2025-07-17 13:32:14 UTC 1121 followers, XX engagements


"UBS' July XX 2025 Japan Autos: US dealer results show rising GPU Toyota inventory shortages. Tariff impacts mitigated by price cuts grade adjustments. HEV demand grows Toyota to gain US share. Full report Sub to Patreon: #JapanAutos #Toyota #HEV #Tariffs #USDealers #AutoSector $TM $HMC $NSANY"  
![@WhatMarketMind Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1869290335937105920.png) [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1948997230742098424) 2025-07-26 06:42:05 UTC 1122 followers, XX engagements


"20250401-Barclays-Valmet OYJVALMT.HENew operating model but old headwinds remain.pdf #ValmetModel $VALMT $METSO $KCR $NLSN $ANDR 20250409-J.P. Morgan-U.S. Mid_and Small_Cap Banks MA Bi_Weekly ReportFCNCA Terminates Loss Share Ag.pdf #MidCapMA $FCNCA $FITB $HUNT $CFG $KEY 20250410-BofA Securities-US Mid_cap BanksFickle times.pdf #MidCapFickle $MTB $CMA $BOKF $PB $CBSH 20250414-Goldman Sachs-Cheniere Energy 1Q25 Preview High Cash Flow Stability Focus to B.pdf #CheniereCash $LNG $SHEL $BP $TTE $PBA 20250414-J.P. Morgan-U.S. Mid_and Small_Cap Banks VC and Exit Markets Bi_Weekly.pdf #MidCapVC"  
![@WhatMarketMind Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1869290335937105920.png) [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1915377096140218859) 2025-04-24 12:07:40 UTC 1121 followers, XXX engagements


"Japan #Financial Sector China #Internet Sector Chinese Internet Data Centre Sector $2020.HK China #HDT Hong Kong #Property $ATAT.US $1876.HK $HTHT.US $2331.HK $0322.HK $2020.HK China #Machinery $0027.HK $TCOM.US"  
![@WhatMarketMind Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1869290335937105920.png) [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1877279491535282510) 2025-01-09 09:01:23 UTC 1122 followers, XX engagements


"20250722-Goldman Sachs-Americas Energy Oil_Refining2Q Preview Refreshing Select SMID Estimates F.pdf 20250722-Goldman Sachs-TietoEVRY $TIETO 2Q25 results Organic Revenue growth and adj. EBIT low.pdf 20250723-Goldman Sachs-GS EUROPEAN EXPRESS Unilever Chemicals Multi_Industry Capex Tracker SAP .pdf 20250723-Goldman Sachs-Japan Aerospace & Defense RTX 2Q read_acrossAM strong but 2025 guidance cut.pdf 20250723-Goldman Sachs-Japan Automobiles Japan_US tariff agreement NHK reports auto tariffs at 15.pdf 20250723-Goldman Sachs-Japan Economics AnalystIs the Current Capex Uptrend Different From the"  
![@WhatMarketMind Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1869290335937105920.png) [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1947946018852544903) 2025-07-23 09:04:56 UTC 1110 followers, XX engagements


"$MRK 20250609-CITI-Merck & Co (MRK) Enflonsia approved for newborn and infants at risk in RSV season $MU 20250609-CITI-Micron Technology Inc (MU) Earnings Preview Expect Beat and Raise on Higher Than Ex $OHI 20250609-CITI-Omega Healthcare Investors (OHI) Model Update $ORCL 20250609-CITI-Oracle Corporation (ORCL) Looking For Strong Bookings Going To Need a Big Ramp in F $PCG 20250609-CITI-PG&E Corp (PCG) Stock Weakness May Influence CA Legislative Session Positively for $1478 20250609-CITI-Q Technology (1478) May_25 Shipment CCM Behind while FPM Ahead $QSG 20250609-CITI-QuantaSing (QSG) Citi"  
![@WhatMarketMind Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1869290335937105920.png) [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1937857376532775382) 2025-06-25 12:56:16 UTC 1116 followers, XXX engagements


"$AUTO 20250623-Jefferies-Auto Trader (AUTO) Jefferies Structural Winners Virtual C_Suite Series 2025 $ERF 20250623-Jefferies-Eurofins Scientific (ERF) Muted Growth Weaker Cash Flow Expected in FY25 $FE 20250623-Jefferies-FirstEnergy (FE) Regulatory Resolution Sets Stage For Data Center_Driven Growth $MTS 20250623-Jefferies-Metcash (MTS) FY25 Result_Well Positioned for an Inevitable Turn in Housing $SRRK 20250623-Jefferies-Scholar Rock (SRRK) Bima myostatin obesity data strong.puts and takes for SRRK $VCB 20250623-Jefferies-Vietcomban (VCB) Nearing the trough $373220 20250623-Nomura-LG Energy"  
![@WhatMarketMind Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1869290335937105920.png) [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1937860392241566037) 2025-06-25 13:08:15 UTC 1117 followers, XX engagements


"$HPE 20250629-Wells Fargo-Hewlett Packard Enterprise Company (HPE) DoJ Settles Suit on HPE's _$14B Acq $HILI 20250701-Evercore ISI-Home Improvement Lead Indicator (HILI) Beginning of Fundamental Shift Stuck $OMDA 20250701-Evercore ISI-Omada Health Inc. (OMDA) Mo' Members Mo' Margins _Initiate Outperform w$21 $JBHT 20250701-Wells Fargo-J.B. Hunt Transport Services Inc. (JBHT) Cycle Pushes Costs Into Focus Deep $OLN 20250701-Wells Fargo-Olin Corporation (OLN) When Will Those Clouds All Disappear _Lowering NearTer $AI 20250702-Deutsche Bank-Air Liquide (AI) Q2H1 results due July XX $CE"  
![@WhatMarketMind Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1869290335937105920.png) [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1945838909528973771) 2025-07-17 13:32:02 UTC 1117 followers, XX engagements


"UBS' July XX 2025 Chemicals Sector: Anti-involution in China may lead to capacity closures 20yrs old boosting European chemicals like soda ash (Solvay) VAM (Wacker) caprolactam (BASF) acrylonitrile (Syensqo). Impact analysis. Full report Sub to Patreon: #ChemicalsSector #AntiInvolution #ChinaCapacity #EuropeanChemicals #SodaAsh #VinylAcetate #Caprolactam #Acrylonitrile #CommodityChemicals #SupplyGrowth $BASF $SYEN $SOLV $WCH $DOW"  
![@WhatMarketMind Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1869290335937105920.png) [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1948957304533254244) 2025-07-26 04:03:25 UTC 1121 followers, XX engagements


"$COST 20250709-J.P. Morgan-Costco Wholesale Corporation (COST) Small Shortfall But Not Unexpected Source $6146 20250709-J.P. Morgan-Disco (6146) Raises 1Q guidance In line with preliminary disclosure confirm s $ENB 20250709-J.P. Morgan-Enbridge Inc (ENB) Thoughts into 2Q25 Typical Seasonal Step Down Well Positi $BEN 20250709-J.P. Morgan-Franklin Resources (BEN) Model update $GEI 20250709-J.P. Morgan-Gibson Energy Inc. (GEI) Thoughts into 2Q25 Solid Infrastructure Volumes Driv $GQG 20250709-J.P. Morgan-GQG Partners (GQG) 1H25 Preview GQG says defensive stance hurt performance $086790"  
![@WhatMarketMind Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1869290335937105920.png) [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1945838152134119669) 2025-07-17 13:29:02 UTC 1121 followers, 2617 engagements


"@Investingcom Uploaded $GOOGL report Goldman Sachs-Alphabet Inc. #GOOGL Q225 Earnings First Take.pdf"  
![@WhatMarketMind Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1869290335937105920.png) [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1948201478147256764) 2025-07-24 02:00:02 UTC 1121 followers, XX engagements


"$ASML 20250717-Bernstein-ASML Holding NV (ASML) Macro uncertainty or litho uncertainty $TECHM 20250717-Bernstein-Tech Mahindra Ltd (TECHM) Tech Mahindra Q1FY26 Margin turnaround continues $INCH 20250717-CITI-Inchcape PLC (INCH) Increased confidence in 2H25E Cash opportunity remains $IG 20250717-CITI-Italgas (IG) Overlooked Upside Market is Missing Consolidation Opportunity $TSCO 20250717-CITI-Tesco (TSCO) Raising LFLs limited risk from Asda & cognisant of retail media upside $VRLA 20250717-CITI-Verallia SA (VRLA) Fundamentals Troughing RiskReward Attractive $PUIGb 20250717-Goldman Sachs-Puig"  
![@WhatMarketMind Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1869290335937105920.png) [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1945840054573875333) 2025-07-17 13:36:35 UTC 1116 followers, XXX engagements


"$BAER 20250604-CITI-Julius Baer Gruppe AG (BAER) Thoughts Post CMD Lacking Catalysts But Reassured By MT $2076 20250604-CITI-Kanzhun Ltd (2076) Model Update $LREN3 20250604-CITI-Lojas Renner (LREN3) DG to Neutral RiskReward Well Balanced Post the Rally $MBMA 20250604-CITI-Merdeka Battery Materials (MBMA) Share Price Went Limit Up +25 Today Does It Have $MPWR 20250604-CITI-Monolithic Power Systems (MPWR) MPWR Silicon Valley Bus Tour Takeaways. Reiterate $PKN 20250604-CITI-Orlen SA (PKN) Dividend potential priced in. Political risk higher. Downgrade to Ne $PBFI 20250604-CITI-PB Fintech (PBFI)"  
![@WhatMarketMind Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1869290335937105920.png) [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1931336354690191609) 2025-06-07 13:04:04 UTC 1116 followers, 8157 engagements


"20250224-Goldman Sachs-SM Entertainment Co. 041510.KQAcquiring additional stake in Dear U Buy.pdf $SM $YG $JYP $CJEN $NAVER $KAKAO $SONY $DIS 20250224-Goldman Sachs-Hyundai M&F 001450.KSFavorable risk_reward with CSMprofit streams expected .pdf $HMF $SHG $KB $HANA $IBK $SML $MERI $WOOR $KBF 20250223-J.P. Morgan-SK hynix000660Key takeaways from Korea conference 2025.pdf $SKH $SSNLF $TSM $MU $WDC $QCOM $AMD $NVDA 20250223-J.P. Morgan-Korea BanksKey takeaways from Korea Financials CEO Tour at J.P. Morgan Korea C.pdf $JPM $DGB $BS $KEB $NH $JB $HANW $SMLI $DBI 20250221-Nomura-Korea autos HMGs"  
![@WhatMarketMind Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1869290335937105920.png) [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1893843456105292100) 2025-02-24 02:00:40 UTC 1119 followers, XXX engagements


"UBS' July XX 2025 Midstream Hydrocarbon Express: More gas turbines & fuel cells for data centers; Sector performance natural gas storage LNG pricing crude/gasoline/distillates stocks. Top picks: LNG ENB KMI. Full details Join Patreon: #Midstream #Hydrocarbons #GasTurbines #FuelCells #DataCenters #NaturalGas #LNG #CrudeOil #EnergyMarkets #MLP $LNG $ENB $KMI $ET $EPD"  
![@WhatMarketMind Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1869290335937105920.png) [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1948957358992056598) 2025-07-26 04:03:38 UTC 1122 followers, XX engagements


"$ARTO 20250526-DBS-Bank Jago Tbk PT (ARTO) Strong loan growth momentum (ARTO) $BJC 20250526-DBS-Berli Jucker Public Co. Ltd (BJC) Positive momentum continues $1339 20250526-DBS-People's Ins Co Group of China (1339) Three concerns on the horizon $MDKA 20250526-DBS-PT Merdeka Copper Gold Tbk (MDKA) Earnings glitter with gold $SATS 20250526-DBS-SATS Ltd (SATS) 4QFY25 headline PATMI of SGD38.7mn would have met expectations if n $STECON 20250526-DBS-Stecon Group (STECON) Bright future ahead supported by huge backlog $BAC 20250526-Wells Fargo-Bank of America Corporation (BAC) Blue Sky Scenario Is"  
![@WhatMarketMind Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1869290335937105920.png) [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1937855147088216249) 2025-06-25 12:47:25 UTC 1122 followers, XXX engagements


"20250722-UBS-Machinery SectorApr_Jun 2025 results outlook.pdf 20250723-UBS-European Asset ManagersQ225 Fund Performance Tracker M&G retains the title SDRJUP i.pdf 20250723-UBS-European InsuranceHow aligned is CEO compensation with shareholder remuneration.pdf 20250723-UBS-Global Equity StrategyStill Banking on Banks.pdf 20250723-UBS-Korea AutosUS_Japan trade deal read across.pdf 20250723-UBS-Korean ShipbuildersPresident Trump stated Japan and the US will conclude a deal to for.pdf 20250723-UBS-SemiconductorsUBS Evidence Lab inside Semis Distributor Tracker_approaching normalis.pdf"  
![@WhatMarketMind Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1869290335937105920.png) [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1947946660941750704) 2025-07-23 09:07:29 UTC 1101 followers, XX engagements


"20250723-Goldman Sachs-Tesla Inc. $TSLA Improved 2Q gross margin Ability for revenue and profit.pdf 20250724-Goldman Sachs-GS EUROPEAN EXPRESS Birkenstock Iberdrola ASMI Indra Siemens Energy Met.pdf 20250724-Goldman Sachs-Japan Electronic Components Tariff agreement Focus on names with cautious a.pdf 20250724-Goldman Sachs-Japan Healthcare US Tariff Impact Part X Summary of global companies resu.pdf 20250724-Goldman Sachs-Japan Technology Hardware_ Industrial ElectronicsJapan_US tariff deal Impa.pdf 20250724-Goldman Sachs-South Korea Q2 GDP Rebound Led by Exports and Consumption.pdf"  
![@WhatMarketMind Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1869290335937105920.png) [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1948269921353494829) 2025-07-24 06:32:01 UTC 1120 followers, XXX engagements


"$QCOM 20250609-J.P. Morgan-Qualcomm (QCOM) Acquisition of Alphawave to Strengthen Data Center Portfolio $REGN 20250609-J.P. Morgan-Regeneron Pharmaceuticals (REGN) Where Do We Go From Here Outlook on Shares P $RCL 20250609-J.P. Morgan-Royal Caribbean Cruises (RCL) Key Takeaways from Mgmt Meeting Come Cruise w $RAIL3 20250609-J.P. Morgan-Rumo (RAIL3) Monthly Volumes _ May Volumes +6 yy and +12 m m IMEA Weekly $SAIL 20250609-J.P. Morgan-SailPoint (SAIL) Preview Expectations Conservative As We Look for Signs of U $600000 20250609-J.P. Morgan-Shanghai Pudong Development Bank (600000) Model Update"  
![@WhatMarketMind Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1869290335937105920.png) [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1937857474394292581) 2025-06-25 12:56:40 UTC 1119 followers, XX engagements


"$UBER 20250718-J.P. Morgan-Uber Technologies (UBER) Lucid_Nuro Partnership Consistent with Ubers Strate $VENDA 20250718-J.P. Morgan-Vend Marketplaces (VENDA) First Take Q225_a beat on EBITDA but cautious guidan $VIV 20250718-J.P. Morgan-Vivendi (VIV) Bollor required to make a mandatory offer at a fair price Re $WBS 20250718-J.P. Morgan-Webster Financial Corporation (WBS) 2Q25 Two Key Topics Addressed as 2025 Out $YAR 20250718-J.P. Morgan-Yara (YAR) 2Q25 adj EBITDA a touch below consensus but FCF a strong beat $BAP 20250718-Jefferies-Bapcor (BAP) Turnarounds Are Like So Untrendy $ONC"  
![@WhatMarketMind Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1869290335937105920.png) [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1946489389833703873) 2025-07-19 08:36:49 UTC 1117 followers, XXX engagements


"20250724-UBS-Alphabet Inc._Class $GOOGL Earning More and Spending More.pdf 20250715-UBS-UBS Payments Innovation Event SeriesStablecoin_linked cards discussion with Highnote .pdf 20250722-UBS-Equinor ASA $EQNR Norwegian production down yy in June.pdf 20250723-UBS-Equinor ASA #EQNR Still a challenging outlook _ 2Q25 Review.pdf 20250723-UBS-Fiserv Inc #FI FY XX guide updated with org revs _10 vs. 10_12 & adj EPS $10.15_1.pdf 20250723-UBS-Fiserv Inc $FI Q2 2025 Earnings Recap.pdf 20250723-UBS-US Aerospace & DefenseObligations tracking indicates weak Gov IT bookings .pdf"  
![@WhatMarketMind Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1869290335937105920.png) [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1948270262329483553) 2025-07-24 06:33:22 UTC 1119 followers, XX engagements


"Goldman Sachs' July XX 2025 Mortgage Trader: REITs ramp up MBS buys & equity raises amid volatility; Non-QM AAA spreads attractive vs. risks in BBB; Home improvement ABS offer value; Prepay hikes in high coupons. Metrics on OAS basis returns. Full report Sub to Patreon: #MortgageREITs #MBS #Investing #GoldmanSachs #CreditCurves #NonQM #HomeImprovementABS #PrepayForecasts #AgencyMBS #REITDemand $AGNC $NLY $DX $ORC $IVR"  
![@WhatMarketMind Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1869290335937105920.png) [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1948956149686173934) 2025-07-26 03:58:50 UTC 1121 followers, XX engagements


"$WEX 20250529-Jefferies-WEX Inc. (WEX) Tax Bill Helps HSAs Activist Push Raises Odds of Strategic Act $2503 20250530-Goldman Sachs-Kirin Holdings (2503) Kirin Beverage announces price hikes $REGN 20250530-Goldman Sachs-Regeneron Pharmaceuticals Inc. (REGN) Mixed Ph3 itepekimab results Pipel $SMMT 20250530-Goldman Sachs-Summit Therapeutics Inc. (SMMT) Ph3 HARMONi data confirms China_West tran $4369 20250530-Goldman Sachs-Tri Chemical Laboratories Inc. (4369) Cryogenic etchingHigh_k materials lead $IJMS 20250530-J.P. Morgan-IJM (IJMS) Delivered sequential improvement joining the DC race $2886"  
![@WhatMarketMind Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1869290335937105920.png) [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1937854600746590222) 2025-06-25 12:45:15 UTC 1119 followers, XX engagements


"$CSCO 20250610-Wells Fargo-Cisco Systems Inc. (CSCO) Cisco Live Keynote Quick Notes Fusing Networking + $RAT 20250618-BofA Securities-Rathbones Group (RAT) Go with the flows initiate coverage at Buy $SNDK 20250618-BofA Securities-Sandisk Corporation (SNDK) Initiating coverage with Buy PO of $XX well $SE 20250618-BofA Securities-Sea Limited (SE) Shopee Brazil On the ground checks + Analyzing impact f $DRI 20250620-Barclays-Darden Restaurants (DRI) 4QF25 Take . Comp Upside Impressive F26 Guide within $GN 20250620-Barclays-GN Store Nord AS (GN) Q2 Preview Market weakness in focus $300073"  
![@WhatMarketMind Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1869290335937105920.png) [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1937860269243503050) 2025-06-25 13:07:46 UTC 1121 followers, XXX engagements


"$HLAG 20250523-Goldman Sachs-Hapag_Lloyd AG (HLAG) Updating estimates remain Sell $HLAG 20250528-Barclays-Hapag_Lloyd (HLAG) Issues for debate post 1Q25 $BBNI 20250625-DBS-Bank Negara Indonesia (BBNI) Funding costs continues to bite into profitability. $KR 20250708-Barclays-Kura Sushi USA Inc (KR) 3QF25 Take Comps Below Earnings Above F25 Guide Booste $000720 20250708-HSBC-Hyundai E&C (000720) Buy 2Q25 previewmargin improvement from 2H25e $SHEL 20250708-HSBC-Shell (SHEL) Buy 2Q 2025 preview weak trading performance $SISE 20250708-HSBC-Sisecam (SISE) Hold Mixed signals emerge from the"  
![@WhatMarketMind Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1869290335937105920.png) [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1945837981992141065) 2025-07-17 13:28:21 UTC 1119 followers, XX engagements


"20250306-UBS-adidas AG $ADSGn The beat and raise story will continue in 2025.pdf #Adidas2025 $ADS $NKE $PUM $UA $LULU 20250306-UBS-ASEAN BanksOneASEAN Summit 2025 Meeting takeaways.pdf #ASEANBanks $UOB $DBS $OCBC $BBRI $BMRI 20250306-UBS-European Aerospace and Defence What are the bear cases on defence .pdf #EuroDefence $BA $LMT $RTX $NOC $GD 20250306-UBS-European Pharmaceuticals UBS European Healthcare Conference feedback_Day 2.pdf #EuroPharmaDay2 $NVS $GSK $SNY $ROCHE $AZN 20250306-UBS-European Real EstateCrowding short interest & active ownership_March 2025 update.pdf #EuroRealEstate $GEC"  
![@WhatMarketMind Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1869290335937105920.png) [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1897545471033532793) 2025-03-06 07:11:09 UTC 1120 followers, 9022 engagements


"20250303-UBS-US Semiconductors and Semi EquipmentKey Takeaways from 2025 Semis Bus Tour.pdf #SemiTourUS $TER $ENTG $MKSI $OLED $COHU 20250303-UBS-Comet Holding AGCOTN.SWRead through from UBS semi bus Tour in the US.pdf #CometTour $COTN $BRKS $UCTT $PLAB $ACLS 20250303-CITI-Malaysia Semiconductors and Tech HardwareTransfer of Coverage.pdf #MalaysiaSemi $IFX $STM $NXPI $DIOD $SLAB 20250302-BofA Securities-US Semiconductors SemiBytes Battle of AI chatbots week ahead in AI earnin.pdf #AIBattle $MSFT $GOOG $FB $BIDU $IBM 20250228-Wells Fargo-SemiconductorsBifurcating Recoveries in Analog &"  
![@WhatMarketMind Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1869290335937105920.png) [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1898726239801851927) 2025-03-09 13:23:06 UTC 1122 followers, 23.7K engagements


"$GOTO 20250702-DBS-Goto Gojek Tokopedia TBK PT (GOTO) Ready set merge $STZ 20250702-Evercore ISI-Constellation Brands (STZ) Unsurprising slow start to year Guidance relies o $BLCO 20250702-Wells Fargo-Bausch + Lomb Corp. (BLCO) Miebo & Xiidra Tracking Report_Data Week Ended XXX $BDX 20250702-Wells Fargo-Becton Dickinson and Company (BDX) Separation Update Expected Over the Summer $STZ 20250702-Wells Fargo-Constellation Brands Inc. (STZ) Re_raising Estimates Relying on Improvement $VVV 20250702-Wells Fargo-Valvoline Inc. (VVV) The Early July Oil Check We Continue to Like the Setup $COP"  
![@WhatMarketMind Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1869290335937105920.png) [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1945838587817423035) 2025-07-17 13:30:45 UTC 1119 followers, XXX engagements


"Diario Latin America Bladex C&A Copec Cosan Femsa GPS Grendene Grupo Sura Petrobras Southern Copper Vista 20250228-Jefferies-DiarioLatin America.pdf #LatinAmerica $BLX $COPEC $CSAN $FEMSA $PBR"  
![@WhatMarketMind Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1869290335937105920.png) [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1895827111375765865) 2025-03-01 13:23:00 UTC 1120 followers, 1237 engagements


"$BAER 20250604-CITI-Julius Baer Gruppe AG (BAER) Thoughts Post CMD Lacking Catalysts But Reassured By MT $2076 20250604-CITI-Kanzhun Ltd (2076) Model Update $LREN3 20250604-CITI-Lojas Renner (LREN3) DG to Neutral RiskReward Well Balanced Post the Rally $MBMA 20250604-CITI-Merdeka Battery Materials (MBMA) Share Price Went Limit Up +25 Today Does It Have $MPWR 20250604-CITI-Monolithic Power Systems (MPWR) MPWR Silicon Valley Bus Tour Takeaways. Reiterate $PKN 20250604-CITI-Orlen SA (PKN) Dividend potential priced in. Political risk higher. Downgrade to Ne $PBFI 20250604-CITI-PB Fintech (PBFI)"  
![@WhatMarketMind Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1869290335937105920.png) [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1937855951174005036) 2025-06-25 12:50:37 UTC 1116 followers, 5170 engagements