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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, 1900 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, 1495 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, 6121 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, 1305 engagements


"Got most everything right on this thread on Hippo Insurance $RTPZ except the ticker. The valuation was spot on Pro forma The market size the avg premium moats historical premium written. Happy with the DD"  
![@mukund Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::893431.png) [@mukund](/creator/x/mukund) on [X](/post/tweet/1367505237875945472) 2021-03-04 16:00:30 UTC 57.5K followers, XX 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, 2457 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, 1545 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, 1413 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


"The Coca-Cola Company $KO has released its quarterly earnings. Revenue of $11.54B (+6.41% YoY) beats by $844M. EPS of $XXXX (+12.24% 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/1889377612319039807) 2025-02-11 18:15:00 UTC 57.5K followers, 1547 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, 1564 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


"$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, 1591 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, 2633 engagements


"Reinvent Technology Partners Z $RTPZ & Hippo announced their merger is complete with the ticker change to $HIPO starting tomorrow Interesting business. Slightly smaller than $LMND"  
![@mukund Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::893431.png) [@mukund](/creator/x/mukund) on [X](/post/tweet/1422383703376883712) 2021-08-03 02:27:56 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, 1435 engagements


"$RUN Jefferies downgrades SunRun to underperform from hold Jefferies said it sees limited upside for the solar company. Budget reconciliation has residential solar on the chopping block and while we expect some improvements on IRA post Senate we see limited upside for resi exposing RUN to both NT and LT headwinds"  
![@mukund Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::893431.png) [@mukund](/creator/x/mukund) on [X](/post/tweet/1932789136563540196) 2025-06-11 13:16:54 UTC 57.5K followers, 1697 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, 3546 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, 1700 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, 1459 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, 1370 engagements


"$JPM JP Morgan: JPMorgan Chase (JPM) topped Q2 estimates with $45.68B in revenue driven by strong trading and investment banking though earnings fell XX% due to a gain on Visa (V) shares from last year"  
![@mukund Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::893431.png) [@mukund](/creator/x/mukund) on [X](/post/tweet/1945108774441611354) 2025-07-15 13:10:44 UTC 57.5K followers, 1241 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, 1190 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


"$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, 2940 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


"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, 3778 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, 1844 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


"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


"$C Citigroup (C) reported Q2 earnings of $XXXX per share on $21.67B in revenue topping estimates on strong markets and banking performance as CEO Jane Frasers turnaround gains traction"  
![@mukund Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::893431.png) [@mukund](/creator/x/mukund) on [X](/post/tweet/1945108818159182311) 2025-07-15 13:10:55 UTC 57.5K followers, 1290 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, 1204 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, 2180 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, 1342 engagements


"My public list of all companies that I researched in the Electric and Autonomous vehicles space ( $TSLA $NIO $XPEV $RIDE $LI etc.) on Finviv"  
![@mukund Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::893431.png) [@mukund](/creator/x/mukund) on [X](/post/tweet/1329138547471781888) 2020-11-18 19:04:58 UTC 57.5K followers, XX engagements


"$PAYX Paychex has released its quarterly earnings (press). Revenue of $1.43B (+10.22% YoY) misses by $2.70M. EPS of $XXXX (+6.25% YoY) in line with estimates"  
![@mukund Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::893431.png) [@mukund](/creator/x/mukund) on [X](/post/tweet/1937864436200755352) 2025-06-25 13:24:20 UTC 57.5K followers, 1822 engagements


"Maiden flight for Rolls-Royce's new electric airplane $JOBY $ARCH $QELL archer JOBY Lillium"  
![@mukund Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::893431.png) [@mukund](/creator/x/mukund) on [X](/post/tweet/1439446898251689984) 2021-09-19 04:30:58 UTC 57.5K followers, XX 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


"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