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[@mukund](/creator/twitter/mukund)
"Adds $DUK $HII $KTB removes $SNOW $NET $WWD Goldman Sachs adds Huntington Ingalls Kontoor Brands and Duke Energy to the conviction buy list Goldman says all three stocks are well positioned. We add Duke Energy (DUK) Huntington Ingalls (HII) and Kontoor Brands (KTB) to the US Conviction List while removing Cloudflare (NET) Snowflake (SNOW) and Woodward (WWD)"  
![@mukund Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::893431.png) [@mukund](/creator/x/mukund) on [X](/post/tweet/1940030183186342049) 2025-07-01 12:50:14 UTC 57.5K followers, 1901 engagements


"$CRCL Barclays initiates Circle as overweight Barclays said its bullish on shares of the blockchain crypto company. We are initiating coverage on Circle Internet Group (CRCL) with an OW rating and a PT of $215"  
![@mukund Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::893431.png) [@mukund](/creator/x/mukund) on [X](/post/tweet/1939665642527101235) 2025-06-30 12:41:41 UTC 57.5K followers, 1500 engagements


"$AAPL seems to be setting up for a move higher to $XXX range"  
![@mukund Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::893431.png) [@mukund](/creator/x/mukund) on [X](/post/tweet/1947298316179419251) 2025-07-21 14:11:12 UTC 57.5K followers, 6209 engagements


"$FLUT Canaccord initiates Flutter as buy Canaccord said the gambling company has an edge over the competition. What began as a chain of betting shops across Ireland under the Paddy Power banner has evolved over the past four decades into Flutter Entertainment the worlds largest online gambling operator"  
![@mukund Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::893431.png) [@mukund](/creator/x/mukund) on [X](/post/tweet/1937862621514121295) 2025-06-25 13:17:07 UTC 57.5K followers, 1307 engagements


"Wow $NOW Revenue rose XXXX% to $XXXX billion from a year ago; analysts expected $XXXX billion. ServiceNow Inc's reported EPS for the quarter was $XXXX. The company reported quarterly net income of $XXX million"  
![@mukund Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::893431.png) [@mukund](/creator/x/mukund) on [X](/post/tweet/1948127687924715963) 2025-07-23 21:06:49 UTC 57.5K followers, 1464 engagements


"$F Artificial intelligence is going to replace literally half of all white-collar workers in the U.S. Ford Motor F 3.70%increase; green up pointing triangle Chief Executive Jim Farley said in an interview last week with author Walter Isaacson at the Aspen Ideas Festival. AI will leave a lot of white-collar people behind"  
![@mukund Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::893431.png) [@mukund](/creator/x/mukund) on [X](/post/tweet/1940585852696252792) 2025-07-03 01:38:16 UTC 57.5K followers, 2459 engagements


"$AVPT Jefferies initiates AvePoint as buy Jefferies said the software company is well positioned for the AI wave. AVPT has impressively cemented itself as a data protection platform for the changing enterprise data estate"  
![@mukund Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::893431.png) [@mukund](/creator/x/mukund) on [X](/post/tweet/1947292079798755828) 2025-07-21 13:46:25 UTC 57.5K followers, 1576 engagements


"$HAS Goldman Sachs upgrades Hasbro to buy from neutral Goldman says it sees upside to consensus for the toy company. We upgrade shares of Hasbro (HAS) to Buy (from Neutral) and increase our Price Target to $XX ($66 prior) representing XX% total potential return"  
![@mukund Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::893431.png) [@mukund](/creator/x/mukund) on [X](/post/tweet/1940029701822751028) 2025-07-01 12:48:19 UTC 57.5K followers, 1415 engagements


"$CVLT Guggenheim upgrades Commvault Systems to buy Guggenheim said it sees a slew of positive catalysts ahead for the data protection company. Off the back of more positive checks and what we believe are sustainable secular tailwinds in data protection we are upgrading CVLT shares to Buy from Neutral and introducing a $XXX price target representing approximately XX% upside potential"  
![@mukund Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::893431.png) [@mukund](/creator/x/mukund) on [X](/post/tweet/1945467549707280865) 2025-07-16 12:56:23 UTC 57.5K followers, 1347 engagements


"@BigBullCap $PANW eyeing smaller SASE companies probably like Arkaya networks or Cato and Versa"  
![@mukund Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::893431.png) [@mukund](/creator/x/mukund) on [X](/post/tweet/1947717563020161414) 2025-07-22 17:57:08 UTC 57.5K followers, XXX engagements


"$DT Guggenheim upgrades Dynatrace to buy from neutral Guggenheim said it sees the software stock is gaining momentum. We are upgrading DT shares to Buy from Neutral and introducing a $XX PT representing about XX% upside potential based on increased confidence that key catalysts for Dynatraces business are gaining momentum"  
![@mukund Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::893431.png) [@mukund](/creator/x/mukund) on [X](/post/tweet/1948000676736614867) 2025-07-23 12:42:08 UTC 57.5K followers, 1117 engagements


"Another day another #FinTech SPAC $VPCC Dave - NeoBank comparable to $FUSE MoneyLion $4B Equity Value for $122M in revenue growing at XX% $FUSE is $012M in revenue growing at XX% with EV of $2.8B Easy pass"  
![@mukund Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::893431.png) [@mukund](/creator/x/mukund) on [X](/post/tweet/1402011426026246159) 2021-06-07 21:15:46 UTC 57.5K followers, XX engagements


"$COF TD Cowen upgrades Capital One to buy from hold TD Cowen says it sees significant capital return. COF has been one of the most successful card issuers since its inception having outgrown the industry and gained share consistently over the years"  
![@mukund Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::893431.png) [@mukund](/creator/x/mukund) on [X](/post/tweet/1942573572893073622) 2025-07-08 13:16:45 UTC 57.5K followers, 1584 engagements


"$CPAY Corpay Inc Deep Dive and 2025 Outlook"  
![@mukund Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::893431.png) [@mukund](/creator/x/mukund) on [X](/post/tweet/1880012153073095096) 2025-01-16 22:00:00 UTC 57.5K followers, 1781 engagements


"$RBLX Raymond James downgrades Roblox to outperform from strong buy The firm said expectations are too high right now. We are downgrading shares of Roblox (RBLX) to Outperform (from Strong Buy) and raising our price target to $XXX (from $81)"  
![@mukund Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::893431.png) [@mukund](/creator/x/mukund) on [X](/post/tweet/1948001023110582501) 2025-07-23 12:43:30 UTC 57.5K followers, 1357 engagements


"$AMD HSBC upgrades Advanced Micro Devices to buy from hold The firm said AMD is back in the AI game. We highlighted in our X January note Downgrade to Reduce that AMD could see weaker FY26e AI revenue outlook as the AI GPU roadmap seemed less competitive. However we now believe there could be significant upside to FY26e AI revenue as our revised forecast of USD15.1bn is now XX% above consensus forecasts of USD9.6bn driven by a higher-than-expected pricing premium of its recent MI350 series launch"  
![@mukund Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::893431.png) [@mukund](/creator/x/mukund) on [X](/post/tweet/1943300512612520160) 2025-07-10 13:25:21 UTC 57.5K followers, 1596 engagements


"$SYM $HOOD and $RBLX drove my June returns"  
![@mukund Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::893431.png) [@mukund](/creator/x/mukund) on [X](/post/tweet/1943651169399894320) 2025-07-11 12:38:44 UTC 57.5K followers, 2752 engagements


"7 SPACs to play the rise of #BTC $GSAH $BTAQ $LFTR $LEAP $FPAC $VIH $EQOS"  
![@mukund Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::893431.png) [@mukund](/creator/x/mukund) on [X](/post/tweet/1353487415369900032) 2021-01-24 23:38:41 UTC 57.5K followers, XX engagements


"$CCL vs $RCL Citi adds Carnival to the focus list Citi named the cruise company to the focus list and says the stock has more room to run. We are swapping out RCL for CCL on the Citi Focus List. While RCL has established itself as best in class (and then some) investors cant help but seek out names with similar exposure to the cruise industry phenomenon but earlier along the valuation realization curve. We believe that CCL nicely fits that description and while the stock has had a nice run it is still -XX% vs. 2019"  
![@mukund Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::893431.png) [@mukund](/creator/x/mukund) on [X](/post/tweet/1945467928356561146) 2025-07-16 12:57:53 UTC 57.5K followers, 1469 engagements


"$NFLX a year ago in my video I said buy at $XXX Did you buy"  
![@mukund Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::893431.png) [@mukund](/creator/x/mukund) on [X](/post/tweet/1946247788179628539) 2025-07-18 16:36:46 UTC 57.5K followers, 3569 engagements


"$BLK BlackRock (BLK) reported record Q2 assets under management of $12.53T driven by $68B in net inflows and rising equity markets. Adjusted EPS of $XXXXX beat estimates while revenue rose XX% to $5.42B"  
![@mukund Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::893431.png) [@mukund](/creator/x/mukund) on [X](/post/tweet/1945108921242329264) 2025-07-15 13:11:19 UTC 57.5K followers, 1705 engagements


"$ACI Albertsons Companies has released its quarterly earnings Revenue of $24.88B (+2.53% YoY) beats by $175.58M. EPS of $XXXX (-16.67% YoY) beats by $0.03"  
![@mukund Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::893431.png) [@mukund](/creator/x/mukund) on [X](/post/tweet/1945109407768961245) 2025-07-15 13:13:15 UTC 57.5K followers, 1464 engagements


"$TSM Taiwan Semiconductor deep dive and 2025 outlook"  
![@mukund Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::893431.png) [@mukund](/creator/x/mukund) on [X](/post/tweet/1945815295211540550) 2025-07-17 11:58:12 UTC 57.5K followers, 1378 engagements


"$PAY Paymentus to report today. This should get to $XX Rev $157M est + XX% YoY EPS $XXXX est +500% YoY Deep dive"  
![@mukund Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::893431.png) [@mukund](/creator/x/mukund) on [X](/post/tweet/1764659833993646504) 2024-03-04 14:31:04 UTC 57.5K followers, 10.7K engagements


"$EQIX Guggenheim initiates Equinix as buy Goldman said shares are compelling at current levels. We are initiating research coverage of Equinix Inc. with a Buy rating and a price target of $XXX per share. We believe that the stocks recent decline has provided investors with an attractive buying opportunity"  
![@mukund Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::893431.png) [@mukund](/creator/x/mukund) on [X](/post/tweet/1943300013360320531) 2025-07-10 13:23:22 UTC 57.5K followers, 1195 engagements


"McKesson $MCK has released its quarterly earnings. Revenue of $95.29B (+17.80% YoY) misses by $566M. EPS of $XXXX (+3.75% YoY) beats by $0.04"  
![@mukund Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::893431.png) [@mukund](/creator/x/mukund) on [X](/post/tweet/1887623554818318565) 2025-02-06 22:05:00 UTC 57.5K followers, 1946 engagements


"$CRWD Piper Sandler downgrades CrowdStrike to neutral from buy Piper said in its downgrade of the cyber company that it sees a lack of upside. We are lowering our rating on CRWD to Neutral from Overweight as shares have encroached on our $XXX price objective (both base and bull cases) and we do not foresee a near-term scenario that would meaningfully increase numbers or our terminal multiple"  
![@mukund Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::893431.png) [@mukund](/creator/x/mukund) on [X](/post/tweet/1942204184134299697) 2025-07-07 12:48:56 UTC 57.5K followers, 1538 engagements


"Why does ChatGPT think @openAI started MCP and Model Context Protocol is an OpenAI specification"  
![@mukund Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::893431.png) [@mukund](/creator/x/mukund) on [X](/post/tweet/1948008988576231655) 2025-07-23 13:15:09 UTC 57.5K followers, 1407 engagements


"$NFLX OMG The company updated its full-year revenue forecast noting that it expects revenue to be between $XXXX billion and $XXXX billion up from a range of $XXXX billion to $XXXX billion"  
![@mukund Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::893431.png) [@mukund](/creator/x/mukund) on [X](/post/tweet/1945943827740541004) 2025-07-17 20:28:57 UTC 57.5K followers, 4349 engagements


"$GOOGL is going higher on good earnings. up X% AH but should get higher. XX% growth on Cloud at this scale is amazing"  
![@mukund Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::893431.png) [@mukund](/creator/x/mukund) on [X](/post/tweet/1948126245641928774) 2025-07-23 21:01:06 UTC 57.5K followers, 2890 engagements


"$RKT Rocket Companies Inc Deep Dive and 2025 Outlook"  
![@mukund Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::893431.png) [@mukund](/creator/x/mukund) on [X](/post/tweet/1915526168004223279) 2025-04-24 22:00:01 UTC 57.5K followers, 2941 engagements


"$WSM Gordon Haskett upgrades Williams-Sonoma to buy from hold Gordon Haskett said it sees sales improvement. We are upgrading shares of Williams-Sonoma ( WSM) to Buy-Rated from Hold-Rated with a new Price Target of $205"  
![@mukund Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::893431.png) [@mukund](/creator/x/mukund) on [X](/post/tweet/1948000734391513217) 2025-07-23 12:42:21 UTC 57.5K followers, 1128 engagements


"$CCL Carnival Corporation (CCL) has released its quarterly earnings (press). Revenue of $6.33B (+9.46% YoY) beats by $118M. EPS of $XXXX (+218.18% YoY) beats by $0.11"  
![@mukund Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::893431.png) [@mukund](/creator/x/mukund) on [X](/post/tweet/1937864721912480057) 2025-06-25 13:25:28 UTC 57.5K followers, 1268 engagements


"#FinTech report from CapGemini $UPST $SOFI $FSRV $AFRM $FUSE - highlights: X. Covid helped #Fintech - tremendous growth X. Lots of VC backed cos went public X. Profitability is elusive but will power next level growth"  
![@mukund Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::893431.png) [@mukund](/creator/x/mukund) on [X](/post/tweet/1398309320937279488) 2021-05-28 16:04:56 UTC 57.5K followers, XX engagements


"$ABNB wants to be $YELP and $UPWK $FVRR Thumbtack mix"  
![@mukund Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::893431.png) [@mukund](/creator/x/mukund) on [X](/post/tweet/1922442451895066849) 2025-05-14 00:02:52 UTC 57.5K followers, 3364 engagements


"Seattle has the highest $UBER prices in the US. Why Gas prices are the highest in the US Minimum wages are the highest in the US These two make up XX% of the costs. Of course its going to be expensive"  
![@mukund Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::893431.png) [@mukund](/creator/x/mukund) on [X](/post/tweet/1947039814685233493) 2025-07-20 21:04:00 UTC 57.5K followers, 3802 engagements


"$BK BNY Mellon (BK) has released its quarterly earnings (press). Revenue of $5.03B (+9.38% YoY) beats by $199.21M. EPS of $XXXX (+28.48% YoY) beats by $0.20"  
![@mukund Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::893431.png) [@mukund](/creator/x/mukund) on [X](/post/tweet/1945109325523116047) 2025-07-15 13:12:56 UTC 57.5K followers, 1473 engagements


"$AFRM Oppenheimer initiates Affirm as outperform We initiate coverage of Affirm with an Outperform rating and $XX price target offering XX% upside potential"  
![@mukund Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::893431.png) [@mukund](/creator/x/mukund) on [X](/post/tweet/1947293973120221604) 2025-07-21 13:53:56 UTC 57.5K followers, 1893 engagements


"$CHYM JPMorgan initiates Chime Financial as overweight JPMorgan said shares of the financial services company are compelling. We are initiating coverage of Chime (CHYM) with an Overweight rating and $XX Dec 2026 price target"  
![@mukund Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::893431.png) [@mukund](/creator/x/mukund) on [X](/post/tweet/1942204073119486047) 2025-07-07 12:48:30 UTC 57.5K followers, 1840 engagements


"$CACI William Blair upgrades Caci to outperform from market perform The firm said the IT tech company has underappreciated drone exposure. Following: 1) this weekends passage of the One Big Beautiful Bill Act featuring extensive drone funding 2) surging drone ecosystem valuations 3) our Dotted Line tracker analysis indicating CACI is one of the industrys largest (though under-the-radar) counter-drone system providers"  
![@mukund Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::893431.png) [@mukund](/creator/x/mukund) on [X](/post/tweet/1942204319996293342) 2025-07-07 12:49:28 UTC 57.5K followers, 1531 engagements


"$OSCR bad earnings and poor guidance. Downward revision. Should consolidate back down to $11/$12 before a move upward"  
![@mukund Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::893431.png) [@mukund](/creator/x/mukund) on [X](/post/tweet/1947633892812312827) 2025-07-22 12:24:39 UTC 57.5K followers, 15.1K engagements


"6. $FSRV I bought post SPAC merger at $12's sold most at $16s but kept some for long term". Did a deep interview with CEO as well. Stock at $XX today Lesson: $AFRM valuation came down instead of $FSRV going up"  
![@mukund Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::893431.png) [@mukund](/creator/x/mukund) on [X](/post/tweet/1392954858647425025) 2021-05-13 21:28:12 UTC 57.5K followers, XX engagements


"$LRCX Goldman Sachs initiates Lam Research and Seagate as buy Goldman said it sees stable revenue for stocks like Lam Research and Seagate. On one hand the market outside China has been in a clear shallow downcycle since 2022; China has kept the Semi Cap sector in a slow-growth mode over this period. Although we see more downside than upside risks we think stable revenue through 2026 is the most likely outcome"  
![@mukund Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::893431.png) [@mukund](/creator/x/mukund) on [X](/post/tweet/1943300110835945686) 2025-07-10 13:23:45 UTC 57.5K followers, 1210 engagements


"$CELH Citi sees a strong setup for energy drink giant Celsius this year and heading into 2026. Analyst Filippo Falorni initiated coverage of the energy drink maker with a buy rating and target price of $XX which implies the stock could jump XX% from Tuesdays close"  
![@mukund Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::893431.png) [@mukund](/creator/x/mukund) on [X](/post/tweet/1947999727636656373) 2025-07-23 12:38:21 UTC 57.5K followers, 1451 engagements


"Salesforce deep dive and 2025 outlook $CRM"  
![@mukund Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::893431.png) [@mukund](/creator/x/mukund) on [X](/post/tweet/1943646373011661044) 2025-07-11 12:19:41 UTC 57.5K followers, 1777 engagements


"$PINS Morgan Stanley upgrades Pinterest to overweight from equal weight Morgan Stanley said the stock is well positioned. We have been monitoring PINSs GPU graphic processing unit enabled investments and budding engagement and monetization improvements for multiple quarters. Heading into 2H we are turning positive as we think the benefits of these investments are set to drive under-appreciated acceleration and earnings power"  
![@mukund Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::893431.png) [@mukund](/creator/x/mukund) on [X](/post/tweet/1947291923997176221) 2025-07-21 13:45:48 UTC 57.5K followers, 2225 engagements


"Goldman Sachs deep dive and 2025 outlook $GS"  
![@mukund Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::893431.png) [@mukund](/creator/x/mukund) on [X](/post/tweet/1945464982839439829) 2025-07-16 12:46:11 UTC 57.5K followers, 1352 engagements


"At this point the tastiest stock to own is not $MCD or $KO or $PEP but $COST Especially for their food court"  
![@mukund Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::893431.png) [@mukund](/creator/x/mukund) on [X](/post/tweet/1947858693594251684) 2025-07-23 03:17:56 UTC 57.5K followers, 2685 engagements


"$MCD Goldman Sachs upgrades McDonalds to buy from neutral Goldman said it sees product innovation and value offerings. We upgrade MCD to Buy from Neutral with our $XXX 12-m price target suggesting XX% upside (20% total return)"  
![@mukund Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::893431.png) [@mukund](/creator/x/mukund) on [X](/post/tweet/1943300278800847099) 2025-07-10 13:24:25 UTC 57.5K followers, 1215 engagements


"Morgan Stanley highest conviction stocks for 2H 2025 $NVDA $CVS $ETN"  
![@mukund Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::893431.png) [@mukund](/creator/x/mukund) on [X](/post/tweet/1948093402140360723) 2025-07-23 18:50:35 UTC 57.5K followers, 1674 engagements


"I will add some words of caution but I am a "risk averse" investor so take my caution with a grain or bushel of salt. The valuations on these are RICH 💸💰 I cant see myself holding $AFRM but I am also paying rich valuations for many other "growth stocks""  
![@mukund Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::893431.png) [@mukund](/creator/x/mukund) on [X](/post/tweet/1348091503827066881) 2021-01-10 02:17:15 UTC 57.5K followers, XX engagements


"$LLY $NVO On Friday China approved Innovent Biologics mazdutide for weight loss a turning point in Chinas efforts to combat rising obesity and diabetes cases with local innovation. Mazdutide targets two different receptors in the body GLP-1R and GCGR to increase energy expenditure and metabolic rate. In large clinical trials the drug appeared just as effective as Lillys bestselling Zepbound in helping patients lose weight"  
![@mukund Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::893431.png) [@mukund](/creator/x/mukund) on [X](/post/tweet/1940067451045388807) 2025-07-01 15:18:19 UTC 57.5K followers, 2780 engagements


"$CSCO - Cisco Systems the networking equipment powerhouse that has made big strides to improve its artificial intelligence and cybersecurity offerings to our Bullpen watchlist @jimcramer"  
![@mukund Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::893431.png) [@mukund](/creator/x/mukund) on [X](/post/tweet/1937243475843617002) 2025-06-23 20:16:51 UTC 57.5K followers, 2349 engagements