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# ![@BottomUpEquity Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1210261458736553984.png) @BottomUpEquity Bottom Up Equity

Bottom Up Equity posts on X about target, strong, business, ai the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.

### Engagements: XXXXX [#](/creator/twitter::1210261458736553984/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1210261458736553984/c:line/m:interactions.svg)

- X Week XXXXXX -XX%
- X Month XXXXXXX +49%
- X Months XXXXXXX +3,927,473%
- X Year XXXXXXX +37,497%

### Mentions: XX [#](/creator/twitter::1210261458736553984/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1210261458736553984/c:line/m:posts_active.svg)

- X Week XXX -XXXX%
- X Month XXX +133%
- X Months XXX +59,100%
- X Year XXX +9,783%

### Followers: XXXXX [#](/creator/twitter::1210261458736553984/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1210261458736553984/c:line/m:followers.svg)

- X Week XXXXX +7.40%
- X Month XXXXX +119%
- X Months XXXXX +278%
- X Year XXXXX +232%

### CreatorRank: XXXXXXX [#](/creator/twitter::1210261458736553984/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1210261458736553984/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  XXXXX% [finance](/list/finance)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX% [technology brands](/list/technology-brands)  XXXX% [automotive brands](/list/automotive-brands)  XXXX% [countries](/list/countries)  XXXX% [fashion brands](/list/fashion-brands)  XXXX%

**Social topic influence**
[target](/topic/target) 11.67%, [strong](/topic/strong) 6.67%, [business](/topic/business) 2.22%, [ai](/topic/ai) 2.22%, [gas](/topic/gas) 1.67%, [$ma](/topic/$ma) #123, [hosted](/topic/hosted) #988, [$frmi](/topic/$frmi) #15, [$masi](/topic/$masi) 1.11%, [$mpwr](/topic/$mpwr) XXXX%

**Top assets mentioned**
[Mastercard, Inc. (MA)](/topic/$ma) [Fermi Inc. Common Stock (FRMI)](/topic/$frmi) [Masimo Corporation (MASI)](/topic/$masi) [Monolithic Power Systems, Inc. (MPWR)](/topic/$mpwr) [Arcellx, Inc. Common Stock (ACLX)](/topic/$aclx) [Goosehead Insurance, Inc. Class A Common Stock (GSHD)](/topic/$gshd) [Alliance Fan Token (ALL)](/topic/$all) [Braze, Inc. Class A Common Stock (BRZE)](/topic/$brze) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Fiserv Inc (FISV)](/topic/$fisv) [Block, Inc. (XYZ)](/topic/$xyz) [4 (FOUR)](/topic/$four) [Minted (MTD)](/topic/$mtd) [Kymera Therapeutics, Inc. Common Stock (KYMR)](/topic/$kymr) [Repligen, Corp. (RGEN)](/topic/$rgen) [Waters Corporation (WAT)](/topic/waters-corporation) [Wat (WAT)](/topic/$wat) [Lucid Group Inc (LCID)](/topic/$lcid) [Zimmer Biomet Holdings Inc (ZBH)](/topic/$zbh) [Crocs, Inc. (CROX)](/topic/$crox) [Adobe, Inc. (ADBE)](/topic/$adbe) [AeroVironment, Inc. (AVAV)](/topic/$avav) [Rivian Automotive, Inc. (RIVN)](/topic/$rivn) [Veeva Systems, Inc. (VEEV)](/topic/$veev) [Flex Ltd. Ordinary Shares (FLEX)](/topic/$flex) [Power Integrations Inc (POWI)](/topic/$powi) [Jabil, Inc. (JBL)](/topic/$jbl) [Energy Transfer, LP. (ET)](/topic/energy-transfer-lp) [Williams Companies Inc (WMB)](/topic/$wmb) [69Coin (69)](/topic/$69) [Neurocrine Biosciences, Inc. (NBIX)](/topic/$nbix) [Ambarella, Inc. Ordinary Shares (AMBA)](/topic/$amba) [Progressive Corp (PGR)](/topic/$pgr) [PoolTogether (POOL)](/topic/$pool) [Hayward Holdings, Inc. (HAYW)](/topic/$hayw) [Edwards Lifesciences Corp (EW)](/topic/$ew) [Parsons Corporation (PSN)](/topic/$psn) [Jack Henry & Associates, Inc. (JKHY)](/topic/$jkhy) [Klarna Group (KLAR)](/topic/$klar) [Toast, Inc. (TOST)](/topic/$tost) [Global Payments Inc (GPN)](/topic/$gpn) [SoFi Technologies, Inc. Common Stock (SOFI)](/topic/sofi-technologies) [RAI Finance (SOFI)](/topic/$sofi) [Wynn Resorts, Limited (WYNN)](/topic/$wynn) [Mirum Pharmaceuticals, Inc. Common Stock (MIRM)](/topic/$mirm) [Disc Medicine, Inc. Common Stock (IRON)](/topic/$iron) [Jones Lang LaSalle, Inc. (JLL)](/topic/$jll) [Yum! Brands, Inc. (YUM)](/topic/$yum) [Ciena Corporation (CIEN)](/topic/$cien) [Incyte Corporation (INCY)](/topic/$incy) [Ligand Pharmaceuticals Inc. (LGND)](/topic/$lgnd) [Align Technology, Inc. (ALGN)](/topic/$algn)
### Top Social Posts
Top posts by engagements in the last XX hours

"$RGEN Conference and Dinner Notes"  
[X Link](https://x.com/BottomUpEquity/status/1988555289872732424)  2025-11-12T10:31Z 1263 followers, XXX engagements


"$WAT Waters Corporation: 3Q25 Review: Still in the High Single-Digit Groove WAT posted a solid beat and raise with continued strong performance in pharma and global instrument growth on the back of the ongoing LC-MS replacement cycle and a return to growth in the TA Division. While the implied 4Q guide left some of the EPS beat on the table the overall outlook raise has the WAT business seemingly finishing the year on solid ground. Management offered some additional details on BD integration which appears to be moving in the right direction - though there remains much to prove on growth"  
[X Link](https://x.com/BottomUpEquity/status/1986004388595302664)  2025-11-05T09:35Z 1264 followers, XXX engagements


"$LCID Lucid Group - Waiting for Gravity Traction; Maintain Hold and Lowering Target Price to $XX from $XX LCID 3Q25 revenue of $XXXXX million set a quarterly record and modestly trailed our forecast and the consensus. The company is targeting 2025 production of 18000 units versus its previous guidance of 18000-20000 units and the majority of 4Q production will be Gravity SUVs. We continue to be big believers in LCID's technology and view the Air and Gravity as excellent products. However we expect additional capital to be required over the next few years and we await additional progress"  
[X Link](https://x.com/BottomUpEquity/status/1990354299252052094)  2025-11-17T09:40Z 1264 followers, 4069 engagements


"$ZBH Zimmer Biomet Holdings Two High-Volume Ortho Surgeons Highlight Healthy Procedure Environment & Growth-Enhancing ZBH Innovation"  
[X Link](https://x.com/BottomUpEquity/status/1992903626646237434)  2025-11-24T10:30Z 1264 followers, XXX engagements


"$CROX Crocs Meetings at FFANY Highlight Product Diversification and CFO Insights Summary: We met Crocs Inc. at FFANY Market Week on 12/4 where EVP & CFO Patraic Reagan and SVP Erinn Murphy hosted meetings and product tours for Crocs and HEYDUDE. Product insights for Season X 2026 (July) underscore ongoing initiatives to diversify the product assortment for both Crocs (from the Classic Clog) and HEYDUDE (beyond the Wendy and Wally). Innovation is focused on developing products that dovetail with ongoing footwear trends premiumizing materials and aligning product assortment with distribution."  
[X Link](https://x.com/BottomUpEquity/status/1996659825791377419)  2025-12-04T19:16Z 1264 followers, 1066 engagements


"$ADBE Adobe AI Positioning Positively Evolving Summary: We are highlighting Adobe ahead of F4Q25 results as we believe the company has made positive strides over the past year particularly at MAX in October improving its positioning in and messaging around Generative AI. It's no secret that a key overhang for the stock has been the belief that AI will be a disruptive force to creative departments making creators more efficient by orders of magnitude and shrinking the number of addressable seats over time. By positioning itself as the "Switzerland" in the market and a central genAI hub where"  
[X Link](https://x.com/BottomUpEquity/status/1998201765062222211)  2025-12-09T01:23Z 1264 followers, 2296 engagements


"$AVAV AeroVironment - F2Q Recap: Strong Revenue & Bookings Mixed in with some Government Shutdown Timing Bumpiness Summary: AVAVs FQ2 showcased strong organic growth (+21%) and a record surge of new orders (+$1.4b book-tobill of 3.0). Muddying the upside in revenue/order were lower-than-expected margins only a modest upgrade to AVAVs full-year outlook and lack of a large funded backlog build. While the extended government shutdown was a drag on FQ2 results (delayed funded contract actions) AVAV anticipates a strong 2H and avoided any downgrade to their revenue outlook. Relative to AVAV's"  
[X Link](https://x.com/BottomUpEquity/status/1998680254483726399)  2025-12-10T09:04Z 1264 followers, 1653 engagements


"Quick Comments from $FRMI Management; LOI Intact Summary: In conversation with Fermi management the company indicated that it is still in negotiations with its first key tenant. The tenant attempted to change the terms of the LOI at the last minute and Fermi opted to call their bluff. This has delayed an agreement but management is back in talks with the initial potential client and appears confident it will reach a deal with this client or potentially another customer from their pipeline. The company noted it is now working to get its potential 2027 clients online in 2026. The LOI for the"  
[X Link](https://x.com/BottomUpEquity/status/1999513685128089865)  2025-12-12T16:16Z 1264 followers, 9202 engagements


"$EFN Element Fleet Management Corp. 3Q25 First Look: Largely In-Line Print; FY25 Outlook Unchanged"  
[X Link](https://x.com/BottomUpEquity/status/1988913227971903623)  2025-11-13T10:14Z 1260 followers, XXX engagements


"$MASI Masimo Corporation As Patent Saga Continues.MASI Wins Another Round Against Apple"  
[X Link](https://x.com/BottomUpEquity/status/1990208890672156987)  2025-11-17T00:02Z 1257 followers, XXX engagements


"$RIVN Rivian Automotive - Improving Profit per Vehicle a Plus; Waiting for R2 and Bumping Target to $XX from $XX We believe RIVN's 3Q25 print and outlook are generally positive and the underlying long-term story is intact. Key positives include: 1) Strong Software and Service revenue and profitability; 2) COGS per unit down $2200 sequentially; 3) Gross profit (loss) per vehicle excluding software & services improved to ($985) from ($3142) in 2Q25 exceeding our ($2039) forecast; 4) Noted it can cut cost by about half from R1 to R2 ; and 5) Once new policies are in place expects tariff impact"  
[X Link](https://x.com/BottomUpEquity/status/1990354578097729901)  2025-11-17T09:41Z 1261 followers, 1622 engagements


"$VEEV Veeva Systems Solid Beat/Raise Overshadowed by CRM Concerns that Seem Overblown"  
[X Link](https://x.com/BottomUpEquity/status/1991813428063682800)  2025-11-21T10:18Z 1261 followers, 1219 engagements


"Rack and data center power is shifting toward 48V (and eventually higher) cutting power losses and boosting rack density a tailwind for names like $MPWR $POWI $FLEX $JBL"  
[X Link](https://x.com/BottomUpEquity/status/1991935386386616827)  2025-11-21T18:22Z 1257 followers, XXX engagements


"Monolithic Power ( $MPWR Buy $1250 PT )"  
[X Link](https://x.com/BottomUpEquity/status/1991936240074305938)  2025-11-21T18:26Z 1257 followers, XXX engagements


"Energy Transfer LP ( $ET Buy $XX PT ) ET has agreed to a 10-year supply agreement with Fermi America to provide a pipeline interconnection and an initial supply of XXX Bcf/d to Fermis campus outside of Amarillo Texas. In addition it has agreed to supply Oracle XXX Bcf/d to three data centers starting by YE25. Next they have an agreement with CloudBurst to supply natural gas to a data center in Central Texas subject to FID by CloudBurst. Finally they are expanding the Transwestern Pipeline to provide Permian natural gas to New Mexico and Arizona where additional data centers are being built"  
[X Link](https://x.com/BottomUpEquity/status/1991960196852379722)  2025-11-21T20:01Z 1257 followers, XXX engagements


"Williams Companies ( $WMB Buy $XX PT ) Williams is one of the largest transporters of natural gas in the US. Its largest gas pipe Transco runs from Texas to New York and serves the critically important data center market in Virginia. Beyond that it connects supply regions from Texas to the Marcellus insuring access to natural gas. In addition WMB has three behind the meter projects totaling $XXX billion of investment which should produce returns of 5x EBITDA. Lastly they see another X gigawatts of opportunities they have identified within their footprint which covers large sections of the US"  
[X Link](https://x.com/BottomUpEquity/status/1991960338330198158)  2025-11-21T20:02Z 1257 followers, XXX engagements


"$ACLX Arcellx Late-Breaking MajesTEC-3 Abstract Reads Well But Lacks Important Context Were Buyers of ACLX on Pre-ASH Weakness"  
[X Link](https://x.com/BottomUpEquity/status/1993240247656653163)  2025-11-25T08:48Z 1261 followers, XXX engagements


"$A Agilent Technologies - 4QFY25 Review: Good Beat FY26 Guidance Looks Reasonable"  
[X Link](https://x.com/BottomUpEquity/status/1993355918638027002)  2025-11-25T16:27Z 1261 followers, XXX engagements


"$NBIX Neurocrine Biosciences - Lighter Than Expected IRA Cut For Austedo is an Upside Surprise for Ingrezza/NBIX"  
[X Link](https://x.com/BottomUpEquity/status/1993642627716042857)  2025-11-26T11:26Z 1261 followers, XXX engagements


"$AMBA Ambarella Prints 7th Consecutive Beat-and-Raise Well Positioned to Exhibit 35%+ Y/Y Growth in FY26 on Three Keys of Edge AI"  
[X Link](https://x.com/BottomUpEquity/status/1993643538861453692)  2025-11-26T11:30Z 1259 followers, 1308 engagements


"PPA Rate Increases Slow to +1.3% in November ( $ALL $PGR $GSHD) Bottom Line: Overall personal auto insurers' rates are rising very modestly likely below loss trends pointing to near-term underwriting margin compression - from very strong levels - that will probably accelerate as more carriers pursue policies-in-force (PIF) growth. Our top picks are Outperform-rated insurer ALL broker GSHD and customer acquisition platform MAX"  
[X Link](https://x.com/BottomUpEquity/status/1995850615532982737)  2025-12-02T13:40Z 1258 followers, XXX engagements


"$LESL $POOL $HAYW "Leslies announced it would close XX to XX underperforming stores across the country execute SKU optimization focused on long-tail inventory eliminating 2000 SKUS and outlined a sharper focus on value citing the pricing disconnect as driving customer losses. We believe this is Neutral to Positive for Pool Corporation" " $LESL F4Q25 days payable declined by one day suggesting less risk for suppliers including Hayward Holdings""  
[X Link](https://x.com/BottomUpEquity/status/1996022900634046934)  2025-12-03T01:05Z 1260 followers, XXX engagements


"$MASI Masimo Corporation Investor Day 2025 Highlights Innovation Data & Achievable Long-Term Financial Outlook"  
[X Link](https://x.com/BottomUpEquity/status/1996522973369422304)  2025-12-04T10:12Z 1257 followers, XXX engagements


"$EW Edwards Lifesciences - Investor Day Takeaways: Catalyst Rich Year Ahead and Initial 2026 Guidance Looks Like a Solid Starting Point Summary: Today we attended Edwards annual investor day meeting in Irvine California. The wide-ranging event highlighted the companys broad-based truly-impressive innovation strong leadership and offered a constructive initial 2026 guidance starting point. Our bottom line: We left the meeting feeling positive about Edwards 2026 outlook and long-term set-up. The initial 8-10% Edwards 2026 revenue growth guidance versus our prior XXX% projection looks achievable"  
[X Link](https://x.com/BottomUpEquity/status/1996742676142555140)  2025-12-05T00:45Z 1260 followers, XXX engagements


"$BRZE Braze - F3Q26 Preview: Expecting Improving Retention Trends To Continue. AI Provides Meaningful Expansion Opportunity"  
[X Link](https://x.com/BottomUpEquity/status/1996951826252374042)  2025-12-05T14:36Z 1257 followers, 1296 engagements


"$PSN Parsons Corporation - FAA Contract Awarded to Competitor Peraton"  
[X Link](https://x.com/BottomUpEquity/status/1996962640585806171)  2025-12-05T15:19Z 1261 followers, XXX engagements


"$JKHY Jack Henry & Associates - Potential for Market Share Capture Drives Positive Skew; Upgrading to Outperform"  
[X Link](https://x.com/BottomUpEquity/status/1997073141265514732)  2025-12-05T22:38Z 1261 followers, XXX engagements


"5/ High confidence in $V $MA and $KLAR beating estimates. Less certainty on the turnaround plays for $PYPL and $FISV where the bar is low but execution risk remains high"  
[X Link](https://x.com/BottomUpEquity/status/1997094639547875337)  2025-12-06T00:04Z 1261 followers, XXX engagements


"9/ Two major themes for driving EPS upside in 2026: Margin Expansion and Buybacks. Margin Expansion Stories: $ADYEN $XYZ $TOST Massive Buyback Yields: $GPN $FISV $FOUR"  
[X Link](https://x.com/BottomUpEquity/status/1997094649954009573)  2025-12-06T00:04Z 1261 followers, XXX engagements


"Summary: SoFi Technologies Inc. ( $SOFI ) announced that it priced a $1.5B equity offering and FTSE Russell will adjust SOFI's weighting in the Russell 1000 Index for the shares issued in this transaction after the close on Tuesday 12/9 which we estimate will generate passive fund demand for 1.9M SOFI shares"  
[X Link](https://x.com/BottomUpEquity/status/1997977737529606655)  2025-12-08T10:33Z 1261 followers, XXX engagements


"$NRIX Nurix Therapeutics Weekend ASH Recap: Bexdeg Further Strengthens Its Case for Competitive Differentiation in R/R CLL"  
[X Link](https://x.com/BottomUpEquity/status/1997978027314102453)  2025-12-08T10:34Z 1259 followers, 2609 engagements


"$WYNN Wynn Resorts Dubai/RAK Investor Event Recap; If You Build It They Will Come; They Will Also Spend Like Crazy; We See Upside; PT To $160"  
[X Link](https://x.com/BottomUpEquity/status/1997978808704512446)  2025-12-08T10:37Z 1261 followers, XXX engagements


"$MIRM Mirum Pharmaceuticals MIRM Acquires Bluejay In A Deal That Makes Strategic Sense & Offers Another Source Of Near-Term Optionality"  
[X Link](https://x.com/BottomUpEquity/status/1998059132742414603)  2025-12-08T15:56Z 1257 followers, XXX engagements


"$IRON Disc Medicine ASH Recap: Prelim. RALLY-MF Data Reads Well & TMPRSS6 MOA Further Validated in PV Nearing Bitopertin Commercial Readiness"  
[X Link](https://x.com/BottomUpEquity/status/1998063553559822837)  2025-12-08T16:14Z 1259 followers, XXX engagements


"$JLL Jones Lang LaSalle Highlights from Management Meeting Summary: Today we hosted meetings with JLL's CFO Kelly Howe and colleagues from investor relations and corporate finance. Discussions focused on the CRE markets and where we are in the recovery cycle as well as the fundamental outlook for major business lines. JLLs market commentary echoed takeaways from 3Q earnings and our quarterly CRE update (see here and here) which fits our reading of the current market outlook as continuing to improve. On our estimates JLL remains attractive at 13.2-15.4x 2026-2027E AEPS and 9.2-10.4x AEBITDA"  
[X Link](https://x.com/BottomUpEquity/status/1998161105676607751)  2025-12-08T22:41Z 1261 followers, XXX engagements


"$YUM YUM Brands - You Can't Out-Pizza the Hut But You Can Outgrow It Summary: Our View: Following YUM's announcement that it was considering strategic options for Pizza Hut we delved deeper into how a divestiture could affect the company's outlook and valuation. Our conclusion is that while a divestiture should improve the growth profile lower absolute earnings could offset the benefit of a re-rating from the current level. That said we are supportive of a sale as it would remove a key source of underperformance risk and should increase confidence in steadier growth. We continue to believe"  
[X Link](https://x.com/BottomUpEquity/status/1998346905856741739)  2025-12-09T11:00Z 1261 followers, XXX engagements


"$CIEN Ciena Corporation - F4Q25 Preview; Key Data Center Ramps Ahead Raising Target Price Summary: We anticipate a modest-beat in F4Q25 results versus consensus (revenue $1.29B; adjGM 42.3%; adj-EPS $0.78) underpinned by continued momentum in AI-driven network infrastructure coupled with an improving telco backdrop. While supply chains remain tight we think AI-related bookings provide a solid floor with increasing evidence of demand durability. We expect management to reaffirm its XX% revenue growth target for FY26 anchored by record backlog (1x B2B) and ahead of incremental significant"  
[X Link](https://x.com/BottomUpEquity/status/1998353499592048752)  2025-12-09T11:26Z 1259 followers, 1053 engagements


"$INCY Incyte Corporation ASH & Management Dinner Recap: XXX Data Reinforce Disease Modification Thesis Focus Shifts to TBD P3 Development Questions"  
[X Link](https://x.com/BottomUpEquity/status/1998391560010916009)  2025-12-09T13:57Z 1259 followers, XXX engagements


"$HIPO Hippo Holdings - Updating to Align with New Reporting Structure; Estimates and Target Up Slightly Summary: Following 3Q earnings we raise our forward estimates slightly incorporating the 3Q beat and narrowly better underwriting margins. To align with the company's reporting pivot from segment earnings to premium by line of business we have updated our model accordingly. While there is upside to our numbers if HIPO is able to reach its medium-term targets (goal for 2028: $125m adjusted net income; KBWe for 2027: $60-70m on that basis) we think the very strong growth embedded in that"  
[X Link](https://x.com/BottomUpEquity/status/1998521536672678208)  2025-12-09T22:33Z 1259 followers, XXX engagements


"$LGND Ligand Pharmaceuticals - Investor Day Recap: Operationally Light Business Model Generates Diversified De-Risked Compounding Growth and Profitability Summary: Despite meaningful appreciation we remain positive on LGND shares with performance commensurate with strong execution. The Investor Day covered key growth drivers within its diverse royalty portfolio as well as recent value-creating transactions that will facilitate achieving the raised 5-year royalty CAGR of XX% (2030). Consistently exceeding expectations LGND reiterated 2025 guidance of $225235mn/Cons $260.3mn and core adjusted"  
[X Link](https://x.com/BottomUpEquity/status/1998521916681011263)  2025-12-09T22:35Z 1259 followers, XXX engagements


"MedTech Madness 2025 Bus Tour: Company Takeaways - Day X $ALGN"  
[X Link](https://x.com/BottomUpEquity/status/1998679306835267936)  2025-12-10T09:00Z 1257 followers, XXX engagements


"$SPG Simon Property Group - Takeaways From Meeting with SPG Management"  
[X Link](https://x.com/BottomUpEquity/status/1998680986498789666)  2025-12-10T09:07Z 1261 followers, XXX engagements


"$CRUS Cirrus Logic - First Auto Haptics LaunchLeveraging Mobile IP to Drive Premium Cockpit Experiences"  
[X Link](https://x.com/BottomUpEquity/status/1998681494429041089)  2025-12-10T09:09Z 1257 followers, XXX engagements


"$STT State Street Corporation - Revenues Trended Better to End the Year but Offset by Expenses Summary: State Street presented at a competitor's conference and provided an update for their 2025 guidance which included higher revenues but also higher expenses. The implied 4Q25 guidance suggests PPNR to be a penny light to KBW but in line with the Street"  
[X Link](https://x.com/BottomUpEquity/status/1998908801970520192)  2025-12-11T00:12Z 1258 followers, XXX engagements


"$O Realty Income Corporation - Takeaways From Meeting With Management"  
[X Link](https://x.com/BottomUpEquity/status/1998909752055566599)  2025-12-11T00:16Z 1259 followers, XXX engagements


"$MTN Vail Resorts - F1Q26 Review: Pass Sales Accel Encouraging Though Guide Intact; Focus Remains on Lift Tix Elasticity to Pricing Initiatives Summary: MTN reported a mixed though net-positive quarter. F1Q Resort Adj. EBITDA was inline as marketing investments offset accommodative AU weather. Pass sales positively surprised accelerating slightly late-selling season which management attributed to early return on marketing strategy changes. FY26 guidance was left intact as soft early-season conditions in the West offset slight pass upside. Ahead of earnings MTN announced a new 4-week advance"  
[X Link](https://x.com/BottomUpEquity/status/1999072368543584693)  2025-12-11T11:02Z 1261 followers, XXX engagements


"$SNPS Synopsys - F4Q Review; FY26 Will Be 'Transition Year' With Long-Term Outlook Reaffirmed and Valuation Attractive Summary: Synopsys delivered mixed F4Q results posting in line revenue ($2.25bn) but strong bottom line out-performance on margin tailwinds with adj-OM of XXXX% (vs. XXXX% consensus) and adj-EPS of $XXXX (vs. $2.78) driven by robust Ansys contribution (29.5% of total revenue) and cost discipline. While legacy Design IP remained soft (dragged by Intel and China) the Design Automation segment accelerated sharply due to the inorganic benefit. FY26 guidance embeds further top-line"  
[X Link](https://x.com/BottomUpEquity/status/1999072778880737326)  2025-12-11T11:04Z 1261 followers, XXX engagements


"3/ Campbell Soup $CPB HOLD $XX Target Price"  
[X Link](https://x.com/BottomUpEquity/status/1999159368747524287)  2025-12-11T16:48Z 1261 followers, XX engagements


"6/ General Mills $GIS BUY $XX Target Price"  
[X Link](https://x.com/BottomUpEquity/status/1999159378906128887)  2025-12-11T16:48Z 1261 followers, XXX engagements


"8/ Hershey Company $HSY HOLD $XXX Target Price"  
[X Link](https://x.com/BottomUpEquity/status/1999159385608663117)  2025-12-11T16:48Z 1259 followers, XX engagements


"9/ J.M. Smucker Company $SJM HOLD $XXX Target Price"  
[X Link](https://x.com/BottomUpEquity/status/1999159389056344084)  2025-12-11T16:48Z 1259 followers, XX engagements


"10/ Kellanova $K HOLD $XXXXX Target Price"  
[X Link](https://x.com/BottomUpEquity/status/1999159392436953355)  2025-12-11T16:48Z 1259 followers, XX engagements


"15/ Post Holdings $POST BUY $XXX Target Price"  
[X Link](https://x.com/BottomUpEquity/status/1999159410732814739)  2025-12-11T16:48Z 1261 followers, XX engagements


"16/ Simply Good Foods $SMPL BUY $XX Target Price"  
[X Link](https://x.com/BottomUpEquity/status/1999159414646055248)  2025-12-11T16:48Z 1261 followers, XX engagements


"17/ TreeHouse Foods $THS HOLD $XXXXX Target Price"  
[X Link](https://x.com/BottomUpEquity/status/1999159418403860882)  2025-12-11T16:48Z 1260 followers, XX engagements


"18/ Vital Farms $VITL BUY $XX Target Price"  
[X Link](https://x.com/BottomUpEquity/status/1999159421641892187)  2025-12-11T16:48Z 1259 followers, XXX engagements


"19/ Westrock Coffee $WEST BUY $XX Target Price"  
[X Link](https://x.com/BottomUpEquity/status/1999159424959586592)  2025-12-11T16:48Z 1259 followers, XXX engagements


"$BLLN BillionToOne - 3Q25 Review: Strong 3Q; 4Q Guidance above Street Estimates"  
[X Link](https://x.com/BottomUpEquity/status/1999223830342950995)  2025-12-11T21:04Z 1261 followers, XXX engagements


"$TXRH Texas Roadhouse - Grilling the Competition Even As Beef Costs Heat Up Summary: After a recent discussion with management it is clear the company remains committed to disciplined value-oriented pricing despite beef cost pressures. Managements proven playbook prioritizes protecting guest value and brand loyalty over short-term margin expansion while allowing internal adjustments to store-level expenses to ensure GMs are competitively compensated. Moreover we compared at-home meal prep to restaurant dining and found that steakhouses deliver above-average consumer value; the price gap"  
[X Link](https://x.com/BottomUpEquity/status/1999269783762579527)  2025-12-12T00:07Z 1261 followers, XXX engagements


"$LULU lululemon athletica - LULU Announces CEO Transition Alongside International Driven 3Q25 Beat Summary: The Company announced CEO Calvin McDonald plans to step down at the end of January and interim Co-CEOs Meghan Frank and Andr Maestrini will lead until a new permanent CEO is appointed. Results were better than feared and FY25 revenue and guidance moves higher at the midpoint. We continue to believe the stock will remain range-bound until the core Americas business stabilizes; continued challenges (Americas -X% cc comp vs. -X% cc in 2Q25) with concentration around shopping holidays and"  
[X Link](https://x.com/BottomUpEquity/status/1999454197620593136)  2025-12-12T12:20Z 1257 followers, XXX engagements


"Stifel: Software Bytes Headlines: Highlights From $ORCL's F2Q26 10Q $UBER Adds Same-Day Delivery for $SHOP $TENB Added to GSA OneGov; reduces friction for US Government Agencies to adopt Tenable Cloud"  
[X Link](https://x.com/BottomUpEquity/status/1999487036642738327)  2025-12-12T14:30Z 1257 followers, XXX engagements


"$RKT Rocket Companies - RKT Presents at Competitors Global Tech and AI Conference Yesterday Summary: Rocket CFO Brian Brown articulated RKT's strategic pivot from a pureplay mortgage lender to a unified "homeownership platform" anchored by the acquisitions of Redfin and Mr. Cooper. These transactions result in structurally lower customer acquisition costs and scale servicing capacity to XX million loans. Management emphasized that Rocket's 30-petabyte proprietary data moat will drive AI-led operating leverage positioning the firm to meaningfully consolidate share in a fragmented industry"  
[X Link](https://x.com/BottomUpEquity/status/1996572411840373097)  2025-12-04T13:28Z 1261 followers, XXX engagements


"1/ Here is the KBW 2026 Payments Outlook ( $V $MA $PYPL $FOUR). They view the sector as stuck between a rock and a hard place right now. A thread on the top picks and data.🧵"  
[X Link](https://x.com/BottomUpEquity/status/1997094628731113917)  2025-12-06T00:03Z 1261 followers, 1691 engagements


"4/ Here are the stock picks for 2026. KBW likes the defensive moats of $V and $MA plus growth from $CPAY and $WEX. They also see a turnaround story for Block $XYZ"  
[X Link](https://x.com/BottomUpEquity/status/1997094636821581854)  2025-12-06T00:04Z 1261 followers, XXX engagements


"4/ Conagra Brands $CAG HOLD $XX Target Price"  
[X Link](https://x.com/BottomUpEquity/status/1999159372501368989)  2025-12-11T16:48Z 1262 followers, XXX engagements


"$MTD: 3Q25 First Read: Solid 3Q Beat; FY26 Guide Puts Organic in MSD Territory EPS Captures Consensus"  
[X Link](https://x.com/BottomUpEquity/status/1986710578631446598)  2025-11-07T08:21Z 1262 followers, XXX engagements


"$MTD 3Q25 Review: Strong 3Q With Some Bolt-Ons; Initial Guide Sets '26 Up To Look Good"  
[X Link](https://x.com/BottomUpEquity/status/1987876144037744835)  2025-11-10T13:33Z 1262 followers, XXX engagements


"$MBD MongoDB Earnings Preview: MongoDB is scheduled to report F3Q26 earnings after the market close on Monday December 1st with a call at 5PM ET. Given solid hyperscaler results (+Azure +GCP +AWS) as well as healthy usage commentary from most consumption peers we believe that MongoDBs strong usage trends from last quarter carried over to 3Q which should enable Atlas to post a solid upside quarter"  
[X Link](https://x.com/BottomUpEquity/status/1995474649065337198)  2025-12-01T12:46Z 1262 followers, XXX engagements


"Homeowners Rate Increases Accelerate to +5.9% in November ( $ALL $TRV $GSHD) Bottom Line: Most homeowners insurers are still raising rates reflecting still-high (but declining) reinsurance costs stable attachment points and ongoing significant weather-related losses with the combined impact (as is typical) varying materially by individual insurer. We expect persistent rate increases to sustain solid or improving core homeowners underwriting margins and our top picks are Outperform-rated insurers $ALL and $TRV and personal insurance broker $GSHD"  
[X Link](https://x.com/BottomUpEquity/status/1995851389587615981)  2025-12-02T13:43Z 1262 followers, XXX engagements


"$ACLX Arcellx ASH Recap: Updated iMMagine-1 Data Reinforces Differentiation Thesis BLA Filing Imminent Awaiting MajesTEC-3 Details"  
[X Link](https://x.com/BottomUpEquity/status/1998058947907858503)  2025-12-08T15:55Z 1262 followers, XXX engagements


"Stifel just dropped a 324-page biotech outlook for 2026. Can send the PDF if theres interest. $ACRS $ANAB $APGE $ARGX $ASND $AVTX $CGEM $CLDX $CRNX $DNTH $IMVT $JBIO $KYMR $MLTX $ORKA $PLRX $SYRE $TVTX $VRDN $VTYX"  
[X Link](https://x.com/BottomUpEquity/status/1998917628224786792)  2025-12-11T00:47Z 1262 followers, 1415 engagements


"5/ Freshpet $FRPT BUY $XX Target Price"  
[X Link](https://x.com/BottomUpEquity/status/1999159375764595187)  2025-12-11T16:48Z 1263 followers, XXX engagements


"$PAYC Paycom Software: Lackluster Print/Guide; Target to $165"  
[X Link](https://x.com/BottomUpEquity/status/1986364372730446109)  2025-11-06T09:25Z 1263 followers, XXX engagements


"$WDAY Workday - A Bit Dry; Target To $XXX Summary: Workday delivered a modest topline beat as some Fed/SLED headwinds were offset by strong execution as well as a "few-million-dollar" impact from recently closed Paradox acquisition. Excluding Paradox cRPO was slightly ahead of guidance. FY26 guidance was raised partially due to the Sana acquisition; absent this Q4 subscription revenue expectations would have been unchanged from last quarter. Given this and the fact that 4Q cRPO guidance implies continued deceleration in the organic cRPO growth it does not appear that the underlying momentum"  
[X Link](https://x.com/BottomUpEquity/status/1993644849044578800)  2025-11-26T11:35Z 1263 followers, XXX engagements


"$COGT Cogent Biosciences Takeaways from SUMMIT Data at ASH"  
[X Link](https://x.com/BottomUpEquity/status/1997979369331986460)  2025-12-08T10:39Z 1263 followers, 2107 engagements


"$KYMR Kymera Therapeutics Clear Consistent Dataset Supports KT-621 Thesis as an Active Drug in AD with Early Signals Across Other Th2 Indications"  
[X Link](https://x.com/BottomUpEquity/status/1998063803074789611)  2025-12-08T16:15Z 1264 followers, 4118 engagements


"$BRZE Braze - No Disruption Here: In-Period DBNR Improvement Highlights A Strong Quarter Summary: As we approach the end of the 3Q reporting cycle Braze closed the group on a high-note. The top-line beat was the largest organic absolute beat the company has reported in eight quarters driven by a number of factors like the continuation of legacy vendor replacement cycle trends sales org productivity enhancements and efforts to mitigate downsell coming to fruition. We continue to view fears of AI disruption as overblown and still see an opportunity to buy an under-appreciated name even despite"  
[X Link](https://x.com/BottomUpEquity/status/1998681908952150524)  2025-12-10T09:11Z 1264 followers, XXX engagements


"From 1973 to 1980 $MCD EPS compounded at 20%/y yet the stock price halved due to massive P/E multiple compression from 72x to 8x. Conversely from 1980 to 1990 EPS compounded at XX% but the stock appreciated 25%/y as the multiple expanded from 8x to 18x"  
[X Link](https://x.com/BottomUpEquity/status/1998722992692466063)  2025-12-10T11:54Z 1264 followers, 6707 engagements


"$TROW T. Rowe Price Group - Monthly Flow Show November Outflows Increase M/M Summary: TROW reported November net outflows of -$8.0B which run rates to 4Q quarterly outflows of -$20.9B compared to KBWe -$14.5B and consensus' -$15.4B estimate. November-ending AUM of $1787B came in above KBWe $1785B and consensus' $1776B estimate. Target date AUM increased to $562B (+0.9% M/M). We expect a modestly negative reaction to the sequential increase in the pace of outflows"  
[X Link](https://x.com/BottomUpEquity/status/1998909264576836057)  2025-12-11T00:14Z 1264 followers, XXX engagements


"11/ Kraft Heinz Company $KHC HOLD $XX Target Price"  
[X Link](https://x.com/BottomUpEquity/status/1999159396157300967)  2025-12-11T16:48Z 1264 followers, XX engagements


"12/ Lamb Weston $LW Hold $XX Target Price"  
[X Link](https://x.com/BottomUpEquity/status/1999159399776981493)  2025-12-11T16:48Z 1264 followers, XX engagements


"$CAVA CAVA Group - Comps Clarity and CompoundingCutting Through CAVA's Comp Conundrum Summary: We recently spoke with management to discuss the 2026 sales drivers new unit performance and near-term margin headwinds. Despite recent comp softness partially driven by record new-unit openings that are weighing on the metric the underlying demand for the concept remains healthy. CAVA continues to deliver strong AUVs and exceptional cash returns from new stores while investing ahead of the curve in management talent and proactive maintenance. The rollout of new menu items such as Salmon and"  
[X Link](https://x.com/BottomUpEquity/status/1999288861755691483)  2025-12-12T01:23Z 1264 followers, XXX engagements


"$FRMI Fermi's Initial Client Terminates Agreement Summary: We expect Fermi shares to be very weak today following the termination of an LOI with its first key customer. Management had previously noted that the expected long-term contract that included X GW of capacity would commence in 2026 and deliver annual revenue and NOI of roughly $XXX billion and $XXX billion respectively. This is clearly a short-term negative although Fermi indicated it is in conversations with other potential customers for power delivery at the site in 2026. We remain confident in the robust demand growth for power"  
[X Link](https://x.com/BottomUpEquity/status/1999499535723204712)  2025-12-12T15:20Z 1264 followers, 6549 engagements


"$AOS A. O. Smith - AHRI: Total Residential Shipments -XXX% m/m and Total Commercial +1.7% m/m (-9.2% y/y and +6.0% y/y) in October Summary: Recent (AHRI) U.S. heating and cooling equipment shipment data for October showed total shipments of residential water heaters (gas + electric) decreased XXX% m/m and decreased XXX% y/y while total shipments of commercial water heaters (gas + electric) increased XXX% m/m and increased XXX% y/y. Total shipments of residential and commercial water heaters decreased XXX% m/m and decreased XXX% y/y in October on a unit basis and we estimate increased XXX% m/m"  
[X Link](https://x.com/BottomUpEquity/status/1999574676322799960)  2025-12-12T20:18Z 1264 followers, XXX engagements