[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @CorleoneDon77 DonCorleone77 DonCorleone77 posts on X about eps, bank of america, bank of, $googl the most. They currently have XXXXX followers and 3551 posts still getting attention that total XXXXXX engagements in the last XX hours. ### Engagements: XXXXXX [#](/creator/twitter::1577382889104318472/interactions)  - X Week XXXXXXX +40% - X Month XXXXXXXXX -XX% - X Months XXXXXXXXX +1,335% - X Year XXXXXXXXX +9,577,602% ### Mentions: XXX [#](/creator/twitter::1577382889104318472/posts_active)  - X Week XXXXX -XXXX% - X Month XXXXX -XX% - X Months XXXXXX +744% - X Year XXXXXX +769,550% ### Followers: XXXXX [#](/creator/twitter::1577382889104318472/followers)  - X Week XXXXX +3.60% - X Month XXXXX +22% - X Months XXXXX +723% ### CreatorRank: XXXXXXX [#](/creator/twitter::1577382889104318472/influencer_rank)  ### Social Influence [#](/creator/twitter::1577382889104318472/influence) --- **Social category influence** [stocks](/list/stocks) #3561 [cryptocurrencies](/list/cryptocurrencies) #2228 [finance](/list/finance) XXXX% [technology brands](/list/technology-brands) XXX% [countries](/list/countries) XXXX% [automotive brands](/list/automotive-brands) XXXX% [exchanges](/list/exchanges) #864 [currencies](/list/currencies) XXXX% [travel destinations](/list/travel-destinations) XXXX% [social networks](/list/social-networks) XXX% **Social topic influence** [eps](/topic/eps) #86, [bank of america](/topic/bank-of-america) #29, [bank of](/topic/bank-of) #136, [$googl](/topic/$googl) #1944, [$nflx](/topic/$nflx) #2786, [googl](/topic/googl) #111, [$meta](/topic/$meta) #189, [$tsla](/topic/$tsla) #167, [$amzn](/topic/$amzn) 0.51%, [meta](/topic/meta) XXXX% **Top accounts mentioned or mentioned by** [@_joebaffoe](/creator/undefined) [@financebully](/creator/undefined) [@hcrubin2009](/creator/undefined) [@goldmansachs](/creator/undefined) [@hitthebidradio](/creator/undefined) [@lawse](/creator/undefined) [@wowstrade](/creator/undefined) [@jonas_haraldson](/creator/undefined) [@btdenominator](/creator/undefined) [@hdt555el](/creator/undefined) [@biggieperms](/creator/undefined) [@slocan68](/creator/undefined) [@quakes99](/creator/undefined) [@maxthecomrade](/creator/undefined) [@unusualwhales](/creator/undefined) [@ppearlman](/creator/undefined) [@stocktwits](/creator/undefined) [@roniswrong](/creator/undefined) [@komradekapital](/creator/undefined) [@hkuppy](/creator/undefined) **Top assets mentioned** [Bank of America (BAC)](/topic/bank-of-america) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Netflix Inc (NFLX)](/topic/$nflx) [Metadium (META)](/topic/$meta) [Tesla, Inc. (TSLA)](/topic/$tsla) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Microsoft Corp. (MSFT)](/topic/$msft) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Apple, Inc. (AAPL)](/topic/$aapl) [DIA (DIA)](/topic/$dia) [SPDR S&P XXX ETF Trust (SPY)](/topic/$spy) [Advanced Micro Devices (AMD)](/topic/$amd) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Mario Coin (COIN)](/topic/$coin) [PepsiCo, Inc. (PEP)](/topic/$pep) [TALEN ENERGY CORP (DE) (TLN)](/topic/$tln) [GM (GM)](/topic/$gm) [Dash (DASH)](/topic/$dash) [Core Scientific, Inc. Common Stock (CORZ)](/topic/$corz) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Starbucks Corporation (SBUX)](/topic/$sbux) [Cream (CRM)](/topic/$crm) [Goldman Sachs (GS)](/topic/goldman-sachs) [Coca-Cola Co (KO)](/topic/$ko) [JPMorgan Chase (JPM)](/topic/$jpm) [Capital One Financial Corp. (COF)](/topic/$cof) [Limitus (LMT)](/topic/$lmt) [American Express Company (AXP)](/topic/$axp) [Enovix Corporation Common Stock (ENVX)](/topic/$envx) [BlackCoin (BLK)](/topic/$blk) [Bitcoin (BTC)](/topic/bitcoin) [Modefi (MOD)](/topic/$mod) [Oracle Corporation (ORCL)](/topic/$orcl) [First Solar, Inc. (FSLR)](/topic/$fslr) [General Electric Company (GE)](/topic/$ge) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Micron Technology, Inc. (MU)](/topic/$mu) [Sportradar Group AG Class A Ordinary Shares (SRAD)](/topic/$srad) [Lucid Group Inc (LCID)](/topic/$lcid) [Shopify Inc (SHOP)](/topic/$shop) [Philip Morris International Inc. (PM)](/topic/$pm) [Boeing Co (BA)](/topic/$ba) [Basis Cash (BAC)](/topic/$bac) [Intel Corporation (INTC)](/topic/$intc) [Texas Instruments (TXN)](/topic/$txn) [Bloom Energy Corporation (BE)](/topic/$be) [PENN Entertainment Inc (PENN)](/topic/$penn) [Crowdstrike Holdings Inc (CRWD)](/topic/$crwd) [Synopsys, Inc. (SNPS)](/topic/$snps) [Northrop Grumman Corporation (NOC)](/topic/$noc) [Parsons Corporation (PSN)](/topic/$psn) [Morgan Stanley (MS)](/topic/morgan-stanley) [Lockheed Martin Corporation (LMT)](/topic/lockheed-martin) [Cleveland-Cliffs, Inc. (CLF)](/topic/$clf) [Mobileye Global Inc. Class A Common Stock (MBLY)](/topic/$mbly) [Enphase Energy Inc (ENPH)](/topic/$enph) [Strategy (MSTR)](/topic/$mstr) [AstraZeneca PLC (AZN)](/topic/$azn) [Elevance Health Inc (ELV)](/topic/$elv) [BitMine (BMNR)](/topic/$bmnr) [Pinterest, Inc. (PINS)](/topic/$pins) [GammaSwap (GS)](/topic/$gs) [Microchip Technology Inc. (MCHP)](/topic/$mchp) ### Top Social Posts [#](/creator/twitter::1577382889104318472/posts) --- Top posts by engagements in the last XX hours "$COGT $ENVX $ARTL $WNS $GEO $CXW $APGE $TSLA $CRWV $CORZ $SHEL $MGM Feel free to follow me for pre-market and after-hours movers every day. PRE-MARKET MOVERS: Currently Higher: -- Cogent Biosciences (COGT) up XXXX% after announcing top-line results from the registration-directed Part X of the SUMMIT clinical trial of bezuclastinib demonstrated clinically meaningful and highly statistically significant improvements across the primary and all key secondary endpoints -- Enovix (ENVX) up XXXX% after announcing favorable preliminary Q2 results as well as launching AI-1 silicon-anode smartphone"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1942210755840950527) 2025-07-07 13:15:03 UTC 5325 followers, XXX engagements "$CG $SSNC SS&C to acquire Calastone from Carlyle for $1.03B"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1947243203804926097) 2025-07-21 10:32:12 UTC 5322 followers, XXX engagements "$DHR Danaher's SCIEX announces three software ecosystem enhancements SCIEX an operating company of Danaher Corporation announces three software ecosystem enhancements at ASMS. These developments will present new ways to acquire data new standards for performance and new practices to extract elevated insights all supporting the theme that "all science is data science now." The new SCIEX OS software version XXX is the latest evolution of its software platform. AI Quantitation software ushers in a new era of artificial intelligence driven data processing automation. SCIEX supports the vibrant"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1929501101595807896) 2025-06-02 11:31:25 UTC 5300 followers, 7316 engagements "$SHOP Attached is page X of a 16-page RBC Capital Markets analyst report on SHOP issued yesterday entitled: "Data points suggest Shopify's growth momentum has continued despite tariffs" RBC Capital Markets has a 'Outperform' rating on SHOP with a $XXX price target. RBC Capital Markets' 'View' regarding SHOP in the report includes the following: "Data from several third-party sources suggest Shopify's GMV growth and MRR momentum were healthy through Q2 likely slightly above consensus. We believe Shopify's continued growth and market share gains will help sustain Shopify's premium valuation"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1946754889494716787) 2025-07-20 02:11:49 UTC 5317 followers, XXX engagements "$CLVT Clarivate enters multi-year pact with Canadian Research Knowledge Network Clarivate announced a multi-year partnership with the Canadian Research Knowledge Network a consortium of libraries and research institutions in Canada. The agreement provides XX Canadian universities with expanded access to the Web of Science and is designed to enhance inter-member research collaborations improving accessibility to Web of Science content for all members"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1929845928397042050) 2025-06-03 10:21:38 UTC 5323 followers, XXX engagements "$WOLF $FTV $RAL Ralliant to replace Wolfspeed in S&P XXX at open on July X Ralliant Corp. (RAL) will replace Wolfspeed Corp. (WOLF) in the S&P SmallCap XXX effective prior to the opening of trading on Tuesday July X. S&P XXX constituent Fortive Corp. (FTV) is spinning off Ralliant in a transaction expected to be completed on June XX. Fortive will remain in the S&P XXX post spin-off. Wolfspeed announced its intention to file for bankruptcy on or before July X and is therefore no longer eligible for continued inclusion in the S&P SmallCap 600"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1939996810413502799) 2025-07-01 10:37:37 UTC 5323 followers, XXX engagements "$BMNR $HALO $OVV $CXW $GEO $PRGS $DYN $AVAV $NKTR Feel free to follow me for pre-market and after-hours movers every day. AFTER-HOURS MOVERS: Currently Higher: -- Bitmine Immersion Technologies (BMNR) up XXXX% as follow-through from regular session gain of XXXXX% after announcing $250M private placement at $XXXX as well as involving Tom Lee as Chairman. -- Halozyme Therapeutics (HALO) up XXX% after being added to Russell 1000 -- Ovintiv (OVV) up XXX% after being upgraded to Buy at Goldman Sachs -- CoreCivic (CXW) up XXX% after being started at Buy at Texas Capital -- Geo Group (GEO) up 2.1%"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1939822594141614217) 2025-06-30 23:05:21 UTC 5334 followers, XXX engagements "$PM Philip Morris sees Q3 adjusted EPS $2.08-$2.13 consensus $2.13"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1947614055130169381) 2025-07-22 11:05:50 UTC 5343 followers, XXX engagements "$GOOGL $GOOG From Bloomberg: "Google Seeks Licensing Talks With News Groups Following AI Rivals" Takeaways: -- Google is seeking to recruit news organizations for a new licensing project related to artificial intelligence according to people familiar with the matter. -- The company plans to launch a pilot project initially with about XX national news outlets according to one of the people. -- Google's licensing project is tailored to specific products according to another person familiar with the plan"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1947624713993269610) 2025-07-22 11:48:11 UTC 5343 followers, XXX engagements "$GPC Genuine Parts reports Q2 adjusted EPS $XXXX consensus $XXXX -- Q2 revenue $6.16B consensus $6.1B"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1947615240071348363) 2025-07-22 11:10:32 UTC 5343 followers, XXX engagements "$INGR Ingredion Univar Solutions expand partnership Univar Solutions Belgium announced an expansion of the partnership between their Foodology by Univar Solutions business and Ingredion to distribute in the Benelux region. Effective Oct. X 2025 the distribution expansion will bring a wide range of plant-based and clean label products including the innovative Novation range of functional native starches plant-based proteins and a comprehensive portfolio of stevia sweeteners developed by PureCircle by Ingredion to meet growing consumer demand for clean label ingredients and sugar reduction."  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1935293046356058338) 2025-06-18 11:06:32 UTC 5318 followers, XXX engagements "$GPC Genuine Parts cuts FY25 adjusted EPS view to $7.50-$8.00 from $7.75-$8.25 -- Consensus $7.75"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1947615659413651939) 2025-07-22 11:12:12 UTC 5343 followers, XXX engagements "$AMD $ASML $ASTS $BA $BAC $BIDU $COIN $GEV $GS $IBM $INTC $META $MS $PEP $PINS $SBUX $TSM $VRT Hey Everyone In addition to the information relating to company analyst reports/notes that I posted today I will also be posting information regarding analyst reports/notes this evening for the following companies: 1) AMD 2) ASML 3) ASTS 4) BA 5) BAC 6) BIDU 7) COIN 8) GEV 9) GS 10) IBM 11) INTC 12) META 13) MS 14) PEP 15) PINS 16) SBUX 17) TSM 18) VRT Feel free to check back this evening if any of these companies are of interest to you. I hope this information is useful to many members. Cheers DC77"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1945929644441559474) 2025-07-17 19:32:35 UTC 5308 followers, 2337 engagements "$ALV Autoliv reports Q2 adjusted EPS $XXXX consensus $XXXX -- Q2 revenue $2.714B consensus $2.6B"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1946156736433254754) 2025-07-18 10:34:58 UTC 5298 followers, XXX engagements "$DPZ Domino's Pizza reports Q2 EPS $XXXX consensus $XXXX -- Q2 revenue $1.15B consensus $1.14B"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1947239886823518333) 2025-07-21 10:19:01 UTC 5323 followers, XXX engagements "$AMBA $COHR $CRDO $LITE $MCHP $MXL $ON $PI $QRVO $SLAD $STM $SWKS $TXN $WOLF $SMH Attached are price target updates from Susquehanna for the stocks included in this post:"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1947711513801658772) 2025-07-22 17:33:06 UTC 5344 followers, XXX engagements "$TLN Attached is page X of a 10-page Raymond James analyst report on TLN issued Friday (7/18) entitled: "Talen Clutches Opportunity to Add XXX GW of PJM CCGTs in Strategic & Accretive $3.8B Deal" Raymond James has a 'Outperform' rating on TLN with a $XXX price target. Raymond James' summary statement regarding TLN in the report includes the following: "Thursday after the close Talen Energy Corp. (TLN) announced the acquisition of two CCGT plants in PJM for $XXX billion net enterprise value in a cash deal: 1) the Moxie Freedom Energy Center in Pennsylvania from Caithness Energy; and 2) the"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1947117831973179494) 2025-07-21 02:14:01 UTC 5316 followers, XXX engagements "$MOH Molina Healthcare sees Q2 adjusted EPS $XXXX consensus $XXXX Molina Healthcare announced preliminary financial results for the second quarter of 2025 and updated its full year 2025 adjusted earnings per share guidance. The Company's announcement of preliminary results was driven by recent market dynamics and off-cycle disclosures from others in the managed health care sector. The Company now expects its second quarter 2025 adjusted earnings to be approximately $XXXX per share which is modestly below its prior expectations. This preliminary result reflects medical cost pressures in all"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1942170556096221665) 2025-07-07 10:35:19 UTC 5315 followers, XXX engagements "$BBIO Attached is page X of a 33-page (Coverage Initiation) Truist analyst report on BBIO issued today entitled: "Initiate BBIO w/ a BUY: Bullish on Attruby Launch & Pipeline Potential w/ Catalysts Galore Starting 2H25" Truist has a 'Buy' rating on BBIO with a $XX price target. Truist's summary statement regarding BBIO in the report includes the following: "Key driver is Attruby launch in ATTR-CM which appears to be off to a strong start and we expect it should continue to beat expectations. Attruby has become the preferred 1stline option for many given ease of procurement; it also seems to"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1947349570213843126) 2025-07-21 17:34:52 UTC 5344 followers, XXX engagements "$RARE Ultragenyx receives Breakthrough Therapy Designation for GTX-102 Ultragenyx Pharmaceutical announced that it has received Breakthrough Therapy Designation from the U.S. Food and Drug Administration for GTX-102 as a treatment for Angelman syndrome. "FDA Breakthrough Therapy Designation underscores both the urgent need for an effective treatment for patients and families affected by Angelman syndrome and the clinically meaningful results demonstrated to date with GTX-102" said Eric Crombez M.D. chief medical officer at Ultragenyx. "Based on the strength of the Phase X data and with strong"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1938570334594080976) 2025-06-27 12:09:19 UTC 5286 followers, XXX engagements "$AAPL $ALT $BE $CRM $GOOGL $ISRG $JNJ $LLY $MP $PENN $SBUX $SMCI $SPOT $TLN $ULTA Hello Everyone I have now posted information regarding analyst reports/notes for the companies mentioned in the re-shared post below. I hope this information is useful to everyone. Cheers DC77"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1944090130244874566) 2025-07-12 17:43:01 UTC 5309 followers, 1249 engagements "$IOVA Goldman Sachs downgraded Iovance Biotherapeutics to Sell from Neutral with a price target of $X (down from $X prior)"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1945073870223847538) 2025-07-15 10:52:03 UTC 5312 followers, 1692 engagements "$PEP Attached is page X of a 8-page Bank of America analyst report on PEP issued yesterday entitled: "A Simply pleasant surprise" Bank of America has a 'Neutral' rating on PEP with a $XXX price target. Bank of America's summary statement regarding PEP in the report includes the following: "Raising estimates PEP story remains a work in progress: 2Q results (see our recap note here) surpassed BofA/Consensus and PEP also raised its FY25 EPS outlook on lesser FX headwind. The stock reacted in kind with shares +7.5%. Our higher FY25 EPS estimate of $XXXX (prior $7.87) reflects todays beat as well"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1946282939932709155) 2025-07-18 18:56:27 UTC 5288 followers, XXX engagements "$ING ING Groep added to European Conviction List at Goldman Sachs Goldman Sachs analysts added ING Groep to the firm's European Conviction List as part of its monthly update. The firm expects exposure to German fiscal spending and improving net interest income to help ING turn around recent underperformance and re-rate the analyst tells investors"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1939997920801288629) 2025-07-01 10:42:02 UTC 5323 followers, XXX engagements "$COHR Attached is page X of a 3-page Needham analyst report on COHR issued yesterday entitled: "LITE & COHR Poised to Win Google OCS Business" Needham has a 'Buy' rating on COHR with a $XXX price target. Needham's summary statement regarding COHR in the report includes the following: "Our recent industry checks indicate that Google is moving forward with awarding its first commercial Optical Circuit Switching (OCS) supply contract to both LITE and COHR as part of an estimated $700MM 3-year program. Both companies have previously called out targeting this Google opportunity with their new OCS"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1945466544085152069) 2025-07-16 12:52:23 UTC 5339 followers, XXX engagements "$ASML $ASTS $CRM $CRWD $IONQ $PONY $ULTA $WF I have posted information relating to analyst reports/notes regarding the companies listed in the re-shared post below. I hope the information proves to be useful to many. Best DC77"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1942381324926607636) 2025-07-08 00:32:50 UTC 5309 followers, 1171 engagements "$SNPS Reuters - "China grants conditional approval for Synopsys to acquire Ansys""  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1944704668518474045) 2025-07-14 10:24:58 UTC 5300 followers, XXX engagements "$NOC Northrop Grumman raises FY25 free cash flow view to $3.05B-$3.35B -- Prior view $2.85B-$3.25B"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1947615420573184225) 2025-07-22 11:11:15 UTC 5343 followers, XXX engagements "$ABT Abbott reports Q2 adjusted EPS $XXXX consensus $XXXX -- Q2 revenue $11.14B consensus $11.02B"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1945810703010414928) 2025-07-17 11:39:57 UTC 5292 followers, XXX engagements "$EFX Equifax reports Q2 adjusted EPS $XXXX consensus $XXXX -- Q2 revenue $1.54B consensus $1.51B"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1947610059925532910) 2025-07-22 10:49:57 UTC 5344 followers, XXX engagements "$AAPL $AMAT $ARM $BABA $COF $COIN $DASH $DELL $GM $JD $KO $MSFT $RDDT $SBUX $TSLA Hello Everyone I have now posted information regarding analyst reports/notes for the companies mentioned in the re-shared post below. I hope this information is useful to everyone. Cheers DC77"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1947474649169666429) 2025-07-22 01:51:53 UTC 5343 followers, 1565 engagements "$MSFT Attached is page X of a 10-page Bank of America analyst report on MSFT issued yesterday entitled: "Raising PO into Q4 results; Leading the way for AI across infrastructure and apps" Bank of America has a 'Buy' rating on MSFT with a $XXX price target. Bank of America's summary statement regarding MSFT in the report includes the following: "Sustained security & data analytics strength driving Azure: We concluded a round of Microsoft partner checks ahead of Q4FY25 results to be reported on July XX. Commentary suggests largely in line Q4FY25 deal activity consistent with Q3. As such we"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1946592010582036517) 2025-07-19 15:24:35 UTC 5301 followers, XXX engagements "$AGCO Agco announces $1B share repurchase program"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1943040071625773413) 2025-07-09 20:10:27 UTC 5309 followers, XXX engagements "$EFX Equifax raises FY25 adjusted EPS view to $7.33-$7.63 from $7.25-$7.65 -- Consensus $7.61"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1947610355481321963) 2025-07-22 10:51:08 UTC 5343 followers, XXX engagements "$BLK Attached is page X of a 10-page Bank of America analyst report on BLK issued yesterday entitled: "2Q25E: Prepared to lead in 401k privates with HPS GIP & Preqin; Reiterate Buy" Bank of America has a 'Buy' rating on BLK with a $1224 price target. Bank of America's summary statement regarding BLK in the report includes the following: "BLK prepared to lead in target date funds with privates: More than XX% of BLKs $12.5Tn of AuM is related to retirement and the company has been at the forefront of innovation. BGI which BLK acquired in 2010 innovated the first target date fund in 1993 and now"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1945445789003600129) 2025-07-16 11:29:55 UTC 5323 followers, XXX engagements "$LMT Is that part of the DOGE cuts Lockheed: Army has requested quadrupling production of PAC-3 missiles"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1947681270915276966) 2025-07-22 15:32:55 UTC 5343 followers, XXX engagements "$GOOGL Attached is a Cantor analyst note regarding GOOGL issued today entitled: "Can Shares Work On Strong 2Q Ahead of Antitrust Ruling" Cantor has a 'Neutral' rating on GOOGL with a $XXX price target"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1945657785355534713) 2025-07-17 01:32:19 UTC 5339 followers, 1918 engagements "$NFLX Attached is page X of a 10-page Bank of America analyst report on NFLX issued yesterday entitled: "Steady stream" Bank of America has a 'Buy' rating on NFLX with a $1490 price target. Bank of America's summary statement regarding NFLX in the report includes the following: "2Q: Beat and Raise: Netflix (NFLX) reported a solid 2Q and also raised their full-year outlook for revenue and operating income margin. In our view Netflix remains among the best positioned companies in Media and Entertainment with sustainable growth drivers that should prove to be predictable and defensive amid a"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1946596911559090470) 2025-07-19 15:44:04 UTC 5301 followers, XXX engagements "$WU A glimpse: "Stablecoin an opportunity not a threat: Western Union CEO""  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1947661240135766336) 2025-07-22 14:13:20 UTC 5343 followers, XXX engagements "$COIN Attached is page X of a 14-page Cantor analyst report on COIN issued yesterday entitled: "Re-Rating Not Done; More Room to Run" Cantor has a 'Overweight' rating on COIN with a $XXX price target. Cantor's summary statement regarding COIN in the report includes the following: "Regulatory and institutional momentum have propelled Bitcoin to new ATHs as well as other major assets seeing a significant move higher. This dynamic has also helped propel shares of COIN towards ATHs. We have seen in the past that when crypto rallies trading volumes tick up and we are seeing this happening again."  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1947461357239972148) 2025-07-22 00:59:04 UTC 5344 followers, 1534 engagements "$SNV Bloomberg - Synovus weighing possible merger after takeover interest"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1947719772755440095) 2025-07-22 18:05:55 UTC 5344 followers, XXX engagements "$PSN Attached is page X of a 36-page Bank of America analyst report on PSN issued Monday (7/14) entitled: "Val. Trends #886: Thinking about the future broadly" Bank of America has a 'Buy' rating on PSN with a $XX price target. Bank of America's summary statement regarding PSN in the report includes the following: "Takeaways from BofA Breakthrough Technology Forum: This week we attended BofA's Breakthrough Technology Forum hosted at the Goodwood Estate in West Sussex UK. The unique event brings together industry leaders top thinkers and investors in Breakthrough Technology. Topics covered this"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1945443192104452134) 2025-07-16 11:19:36 UTC 5343 followers, XXX engagements "$CTM Castellum creates new subsidiary focused on advanced technology products Castellum announced the creation of a new wholly owned subsidiary Castellum Advanced Technology Products. CATP will focus on teaming with other leading-edge technology companies developing technology internally and potentially taking equity positions in companies that have advanced technology which Castellum's Department of Defense customers could use"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1937465020083814882) 2025-06-24 10:57:11 UTC 5300 followers, XXX engagements "$NTRA Natera presents data from Latitude MRD assay study at ESMO Congress Natera announced data from a colorectal cancer study of its tissue-free Latitude MRD assay which were presented at the 2025 European Society for Medical Oncology GI Congress. The clinical performance of the assay was analyzed in a cohort of approximately XXX patients with resectable stage I-IV colorectal cancer. Samples were derived from the GALAXY arm of the CIRCULATE-Japan study. The Latitude assay detected recurrence with XX% sensitivity in the post-surgical MRD window and XX% sensitivity in the surveillance setting"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1942181921703788569) 2025-07-07 11:20:28 UTC 5292 followers, XXX engagements "$SFD Smithfield Foods initiated with a Buy at BofA BofA analyst Peter Galbo initiated coverage of Smithfield Foods with a Buy rating and $XX price target. Smithfield is the largest vertically integrated U.S. hog producer and fresh pork processor which services its "industry leading" packaged meats business with key brands the analyst tells investors in a research note. The firm says consumers are continuously seeking protein rich diets which should favor Smithfield's portfolio. Pork is currently the most advantaged animal protein cycle BofA adds"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1893845876562653585) 2025-02-24 02:10:17 UTC 5322 followers, XXX engagements "$UAL Attached is page X of a 7-page Bank of America analyst report on UAL issued yesterday entitled: "Inflecting demand with a cost story in place; raise estimates and PO" Bank of America has a 'Buy' rating on UAL with a $XXX price target. Bank of America's summary statement regarding UAL in the report includes the following: "UALs diversified revenues costs drive estimates higher: As discussed in our first take UALs diversified revenue streams that focus on higher end premium international and loyalty are helping drive margins to the top of the industry. Given positive commentary on recent"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1946284605025484902) 2025-07-18 19:03:04 UTC 5289 followers, XXX engagements "$DIA $SPY $IWM $QQQ $IWM $AAPL $AMZN $META $MSFT $GOOGL $GOOG $TSLA $NVDA $NFLX I BELIEVE THIS IS A VERY IMPORTANT POST: I want to start this post by sharing some numbers with you. However prior to posting the numbers I wanted to remind everyone of two things I have posted previously: 1) I mentioned previously that I believe part of being a successful trader is knowing when to be aggressive with long positions based on markets conditions as well as when to pull back or go short; and 2) I have also mentioned previously that I believed April 9th (when Donald Trump paused the tariffs) was a time"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1946945202507403675) 2025-07-20 14:48:03 UTC 5343 followers, 5059 engagements "$CRM Attached is page X of a 18-page Citizens analyst report on CRM issued yesterday entitled: "Lateral Implications from Background to the Merger; Mixed Preliminary Checks" Citizens has a 'Market Outperform' rating on CRM with a $XXX price target. Citizens' 'Investment Highlights' regarding CRM in the report includes the following: "We maintain our Market Outperform rating and $XXX price target on Salesforce after reviewing the background to the merger with Informatica that was included in Informaticas preliminary proxy statement filed on July X with the SEC after determining there were six"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1943993748527935791) 2025-07-12 11:20:01 UTC 5311 followers, XXX engagements "$DGX Quest Diagnostics raises FY25 adjusted EPS view to $9.63-$9.83 from $9.55-$9.80 -- Consensus $9.70"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1947612635618259032) 2025-07-22 11:00:11 UTC 5343 followers, XXX engagements "$PEP Attached is a Barclays analyst note regarding PEP issued today entitled: "1Q25 Earnings Prep" Barclays has a 'Equal Weight' rating on PEP with a $XXX price target"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1945974813526274432) 2025-07-17 22:32:04 UTC 5323 followers, 1059 engagements "$RF Regions Financial reports Q2 adjusted EPS 60c consensus 56c -- Q2 adjusted revenue $1.91B consensus $1.86B"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1946152557912416422) 2025-07-18 10:18:22 UTC 5307 followers, XXX engagements "$EME Emcor initiated with an Outperform at Baird Baird initiated coverage of Emcor with an Outperform rating and $XXX price target. The firm likes Emcor's portfolio of mechanical and electrical skilled labor services which service a variety of end markets that are "collectively experiencing significant investment." The company's history of execution talent investment and capital deployment "have created a durable platform" the analyst tells investors in a research note. Baird believes Emcor's asset light business model supports consistent free cash flow generation with a "rock-solid balance"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1938547922523562120) 2025-06-27 10:40:15 UTC 5323 followers, XXX engagements "$CRWD Morgan Stanley downgraded CrowdStrike to Equal Weight from Overweight with a price target of $XXX up from $490"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1944702286632005929) 2025-07-14 10:15:30 UTC 5343 followers, XXX engagements "$FOUR Shift4 Payments to acquire Smartpay for NZ$1.20 per share Shift4 has announced it has signed a definitive agreement to acquire Smartpay for NZ$296.4 million or NZ$1.20 per share. This represents a XXXX% premium to XX trading day Volume Weighted Average Price. Smartpay sells tailored payment solutions through an extensive distribution network across Australia and New Zealand supporting a diverse base of more than 40000 merchants in the region. The acquisition is expected to close in the fourth quarter of 2025 subject to regulatory approvals"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1936924566368162206) 2025-06-22 23:09:37 UTC 5289 followers, XXX engagements "$MRK Attached is page X of a 6-page Wells Fargo analyst report on MRK issued yesterday entitled: "Verona Makes Sense Financially and Strategically to Us" Wells Fargo has a 'Equal Weight' rating on MRK with a $XX price target. Wells Fargo's 'Call' regarding MRK in the report includes the following: "We think MRK buying VRNA makes sense both financially and strategically. While this would be a departure from MRK's usual R&D-centric deals it may be necessary at this point to change the narrative on the name. What is new: This AM MRK agreed to buy Verona Therapeutics for a $10B deal. Such a deal"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1943484992379597252) 2025-07-11 01:38:25 UTC 5314 followers, XXX engagements "$AMZN $GOOGL $MOD $MSFT $ORCL $RBLX $UPS Hello Everyone Today I made a number of posts containing information from analyst report/notes regarding a number of companies. In addition this evening I will be making posts with information pertaining to analyst reports/notes regarding the following companies: 1) AMZN 2) GOOGL 3) MOD 4) MSFT 5) ORCL 6) RBLX 7) UPS Feel free to check back later this evening if any of these companies are of interest to you. As always I hope this information is useful to everyone. Truly DC77"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1940493052038004925) 2025-07-02 19:29:30 UTC 5314 followers, 1744 engagements "$AMRC Ameresco sees 2025 EPS 70c-90c consensus 80c Sees 2025 revenue $1.85B-$1.95B consensus $1.88B. Ameresco said "Like every company in our industry we have also been dealing with rapidly changing tariff dynamics. While there will be some impact on costs timing of deliveries and potentially lengthening implementation schedules we believe that we have limited near-term exposure. We note that much of the equipment for ongoing Projects and Energy Assets has already been purchased and is in the country or already on our sites shielding us from tariff and price increases. Beyond 2025 we will try"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1919487269515178015) 2025-05-05 20:20:02 UTC 5320 followers, XXX engagements "$AMD $AMZN $ASML $AXP $BLK $C $CRM $FSLR $GOOGL $JPM $META $NVDA $OKLO $UBER $WFC Hello Everyone I have now posted information regarding analyst reports/notes for the companies mentioned in the re-shared post below. I hope this information is useful to everyone. Cheers DC77"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1945662998070063345) 2025-07-17 01:53:02 UTC 5336 followers, 1298 engagements "$BIDU Attached is a Barclays analyst note regarding BIDU issued Friday (7/18) entitled: "AI Cannibalization Appears to Accelerate" Barclays has a 'Equal Weight' rating on BIDU with a $XX price target"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1947125031290409188) 2025-07-21 02:42:37 UTC 5323 followers, XXX engagements "$AMZN $GOOGL $MOD $MSFT $ORCL $RBLX $UPS All posts containing information from analyst reports/notes for the stocks referenced in the re-shared post below have now been posted online. I hope this information is useful to many. Truly DC77"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1940572948928385025) 2025-07-03 00:46:59 UTC 5314 followers, 1199 engagements "$JNJ $BAC $MS $GS $PGR $PNC Some notable companies reporting before tomorrow's open with earnings consensus estimates: -- Johnson & Johnson (JNJ) consensus $XXXX -- Bank of America (BAC) consensus 87c -- Morgan Stanley (MS) consensus $XXXX -- Goldman Sachs (GS) consensus $XXXX -- Progressive (PGR) consensus $XXXX -- PNC Financial (PNC) consensus $3.53"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1945211306325561565) 2025-07-15 19:58:10 UTC 5303 followers, XXX engagements "$GE GE Aerospace sees 2028 adjusted EPS approximately $XXXX -- GE Aerospace to increase shareholders returns from 2024 to 2026 by 20%"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1945800154235228176) 2025-07-17 10:58:02 UTC 5312 followers, XXX engagements "$TLN Attached is page X of a 6-page Oppenheimer analyst report on TLN issued yesterday entitled: "Catalysts Abound; Entering Strong 2H25; Raise PT to $XXX from $250" Oppenheimer has a 'Outperform' rating on TLN with a $XXX price target. Oppenheimer's 'Summary' regarding TLN in the report includes the following: "An upsized Susquehanna/AWS PPA the opportunity to sign a data center deal at Montour and the potential for M&A give us confidence TLN shares can trade higher. The upsized PPA adds $40/share of incremental value (on top of the original $32/share) and a Montour deal could add another"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1944086027712233953) 2025-07-12 17:26:43 UTC 5343 followers, XXX engagements "$SNPS Attached is page X of a 9-page Needham analyst report on SNPS issued today entitled: "Building the Premier Chip-to-System Design Software Company; PT to $660" Needham has a 'Buy' rating on SNPS with a $XXX price target. Needham's summary statement regarding SNPS in the report includes the following: "Yesterday Synopsys announced that China has conditionally approved its acquisition of Ansys (ANSS not covered). The company expects to close the deal on or around July 17th. With this note we have updated our SNPS model by incorporating ANSS contribution by using ANSS consensus estimates."  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1945305439765213491) 2025-07-16 02:12:13 UTC 5307 followers, XXX engagements "$ROP Roper Technologies reports Q2 adjusted EPS $XXXX consensus $XXXX -- Q2 revenue $1.94B consensus $1.92B"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1947252139253694544) 2025-07-21 11:07:42 UTC 5331 followers, XXX engagements "$KO Coca-Cola to launch U.S. cane sugar offering this fall"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1947615073842700303) 2025-07-22 11:09:53 UTC 5343 followers, XXX engagements "$META From The Wall Street Journal: Dang.these folks almost make as much as baseball players nowadays: "The Epic Battle for AI TalentWith Exploding Offers Secret Deals and Tears" -- The cutthroat recruitment efforts to land the smartest minds in Silicon Valley have hit a feverish new peak in recent days"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1947241216040382673) 2025-07-21 10:24:18 UTC 5343 followers, XXX engagements "$NXPI NXP Semiconductors options imply XXX% move in share price post-earnings"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1947364330225160366) 2025-07-21 18:33:31 UTC 5336 followers, XXX engagements "$NXT Nextracker' Horizon solar trackers to power XXX MW PV Park in Macedonia Nextracker announced that its NX Horizon solar trackers will power one of Europe's largest solar projects the XXX MW "Oricheio PPC Ptolemaida" solar PV park in Western Macedonia. Owned by Greek PPC Renewables or PPCR a wholly owned subsidiary of utility PPC Group the project was constructed by engineering procurement and construction or EPC company Terna SA by repurposing the land of a former coal mine with high-performance solar energy infrastructure to generate clean lower-cost electricity. Now in its final stage"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1937823304250753526) 2025-06-25 10:40:53 UTC 5308 followers, XXX engagements "$EVO Evotec cuts FY25 revenue view to EUR 760M-EUR 800M from EUR 840M-EUR 880M -- Backs FY25 adjusted EBITDA view EUR 30M-EUR 50M"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1947243715874988211) 2025-07-21 10:34:14 UTC 5336 followers, XXX engagements "$MRVL $MDB $BKSY $JD $CORZ Feel free to follow me for pre-market and after-hours movers every day. PRE-MARKET MOVERS: Currently Higher After Earnings: -- Burlington Stores (BURL) up XXXX% -- BJ's Wholesale (BJ) up XXX% -- Zscaler (ZS) up XXX% -- (JD) up XXX% HIGHER - -- Allegro MicroSystems (ALGM) up XXX% after the company confirmed that it received an unsolicited proposal from On Semiconductor (ON) to acquire Allegro for $XXXXX per share in cash -- Target Hospitality (TH) and CoreCivic (CXW) up XXXX% and XXX% respectively after the companies entered into a five-year lease and services"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1897650475568418861) 2025-03-06 14:08:24 UTC 5323 followers, XXX engagements "$CRDO Attached is a Craig Hallum analyst note regarding CRDO issued today. Craig Hallum has a 'Buy' rating on CRDO"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1943747780591464962) 2025-07-11 19:02:38 UTC 5296 followers, XXX engagements "$ALT $HTGC Altimmune secures up to $100M in credit facility Altimmune has entered into an agreement with Hercules Capital for up to $XXX million in a credit facility with a $XX million tranche funded at closing. Additional tranches will become available upon achievement of certain clinical and financial milestones aligned with the Company's pemvidutide development plans and financing needs. Access to this additional capital strengthens Altimmune's balance sheet which included $XXX million in cash and cash equivalents as of March XX 2025 and will support the ongoing development of pemvidutide"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1922253591059849268) 2025-05-13 11:32:24 UTC 5286 followers, XXX engagements "$LMT Lockheed Martin says 2026 FCF could be closer to $6B"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1947681656036364493) 2025-07-22 15:34:27 UTC 5343 followers, XXX engagements "$DASH Attached is page X of a 21-page Raymond James analyst report on DASH issued today entitled: "Ads Bottom-up = The Appetizing Path to $3B" Raymond James has a 'Strong Buy' rating on DASH with a $XXX price target. Raymond James' 'Recommendation' regarding DASH in the report includes the following: "The Call: We build a bottoms-up ad revenue model by ad unit and vertical (sponsored listing/brand/products promotions banners and off-platform; restaurant grocery & retail) following significant intra-quarter developments including a flurry of ad stack innovations and a new disclosure that ads"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1947474277734707255) 2025-07-22 01:50:24 UTC 5339 followers, XXX engagements "$UNFI -- United Natural Foods cuts FY25 adjusted EPS view to 40c-80c from 70c-90c - Consensus 82c -- Raises FY25 revenue view to $31.6B-$31.8B from $31.3B-$31.7B consensus $31.7B. -- Cuts FY25 adjusted EBITDA view to $535M-$565M from $550M-$580M"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1945440211837579285) 2025-07-16 11:07:45 UTC 5336 followers, XXX engagements "$CRCL Compass Point downgraded Circle Internet to Sell from Neutral -- Price target down from $XXX to $130"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1947393849913115088) 2025-07-21 20:30:49 UTC 5343 followers, 2351 engagements "$ZION Zions Bancorp reports Q2 EPS $XXXX consensus $1.30"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1947389438331654187) 2025-07-21 20:13:17 UTC 5343 followers, XXX engagements "$AIRE reAlpha announces $5M registered direct offering"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1947394650261672225) 2025-07-21 20:34:00 UTC 5343 followers, 1453 engagements "$HROW Attached is a B. Riley analyst note regarding HROW issued yesterday entitled: "Breaking News" B. Riley has a 'Buy' rating on HROW with a $XX price target. cc: @MaxTheComrade"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1946251273608552796) 2025-07-18 16:50:37 UTC 5323 followers, XXX engagements "$WRB W. R. Berkley reports Q2 operating EPS $XXXX consensus $1.05"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1947389743320228037) 2025-07-21 20:14:30 UTC 5343 followers, XXX engagements "$PEP Attached is page X of a 9-page RBC Capital Markets analyst report on PEP issued yesterday entitled: "EPS Aftermath - Better than Feared; More Wood to Chop to Return to Algo" RBC Capital Markets has a 'Sector Perform' rating on PEP with a $XXX price target. RBC Capital Markets' 'View' regarding PEP in the report includes the following: "Against a backdrop of subdued expectations PEP delivered a better than feared quarter and was able to raise bottom line guidance due to over delivery in the quarter and easing FX headwinds. While results were modestly better than expected PEP still has"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1946756059898819016) 2025-07-20 02:16:28 UTC 5302 followers, XXX engagements "$CLS Man.look at that chart since April 9th:"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1943300820495135042) 2025-07-10 13:26:35 UTC 5307 followers, XXX engagements "$ACN $WPP Accenture WPP discussed potential merger Campaign reports"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1945095855171584401) 2025-07-15 12:19:24 UTC 5336 followers, XXX engagements "$CLS Attached is page X of a 22-page (Coverage Initiation) Citi analyst report on CLS issued yesterday entitled: "Stock Fairly Valued After YTD Run; Initiate Neutral with $XXX TP" Citi has a 'Neutral' rating on CLS with a $XXX price target. Citi's 'Take' regarding CLS in the report includes the following: "CLS stock is up 70%+ YTD reflecting strong share gains in the AI back-end switch market to 30%+ on early 800G hyperscale greenfield investments. We believe 800G ramp is still early and expect major share shifts from branded vendors like Arista and Nvidia long-term. We believe the stocks"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1947357474803355732) 2025-07-21 18:06:16 UTC 5344 followers, XXX engagements "$UBER Attached is page X of a 7-page Citizens analyst report on UBER issued yesterday entitled: "Uber Partners with Baidu's Apollo Go Suggesting Global AV Competition Is Likely Stable" Citizens has a 'Market Perform' rating on UBER without a price target. Citizens' 'Investment Highlights' regarding UBER in the report includes the following: "This morning Uber and Baidu announced a strategic partnership that will deploy thousands of autonomous vehicles from Baidus Apollo Go on Ubers network as Ubers supply of AV partners continues to expand lessening the risk that an AV provider can replace"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1945649117281276372) 2025-07-17 00:57:52 UTC 5322 followers, XXX engagements "$ENVX Enovix reports preliminary Q2 EPS (15c) consensus (17c) Reports preliminary Q2 revenue $7.5M consensus $5.48M. "This marks our fifth straight quarter exceeding the midpoint of guidance for both revenue and adjusted EBITDA" said Dr. Raj Talluri Chief Executive Officer. "We're executing to plan building momentum and positioned to scale significantly as our new products and customers come online.""  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1942201127602184305) 2025-07-07 12:36:47 UTC 5315 followers, 1403 engagements "$ENVX Enovix call volume above normal and directionally bullish Bullish option flow detected in Enovix with 47645 calls trading 8x expected and implied vol increasing over X points to 95.20%. 6/27 weekly XX calls and 7/3 weekly XX calls are the most active options with total volume in those strikes near 7900 contracts. The Put/Call Ratio is XXXX. Earnings are expected on July 30th"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1938308257426104613) 2025-06-26 18:47:55 UTC 5315 followers, XXX engagements "$AMC $NCMI AMC agrees to expanded ad deal with National CineMedia Bloomberg reports AMC Entertainment (AMC) is ending its opposition to commercials that come right before each movie and has reached an agreement with National CineMedia (NCMI) to run advertising spots people familiar with the matter told Bloomberg's Thomas Buckley. AMC theaters soon will feature a "platinum spot" that's shown on screens right before the start of a film and the theater chain will get a cut of the revenue the sources said. Shares of AMC Entertainment are X% lower after the news"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1929990829168579061) 2025-06-03 19:57:25 UTC 5309 followers, XXX engagements "$NFLX Attached is a UBS analyst note regarding NFLX issued yesterday entitled: "Solid momentum as focus shifts to engagement" UBS has a 'Buy' rating on NFLX with a $1495 price target"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1946766486875365461) 2025-07-20 02:57:54 UTC 5343 followers, 1377 engagements "$CCK Crown Holdings sees Q3 adjusted EPS $1.95-$2.05 -- Consensus $1.93"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1947388468851528089) 2025-07-21 20:09:26 UTC 5336 followers, XXX engagements "$FUFU BitFuFu mines XXX bitcoin in June Bitcoin Holdings and Production: Bitcoin Held: 1792 BTC1 an increase of XX BTC from May XX 2025. Bitcoin Production: XXX BTC in June 2025 an XXXX% month-over-month increase including an XXX% increase from cloud mining to XXX BTC and a XXXX% increase from self-mining to XX BTC. "June was our most productive month of 2025 with XXX Bitcoin mined thanks to the continued expansion of our mining fleet" said Leo Lu Chairman and CEO of BitFuFu. "Reaching record levels of XXXX EH/s in hashrate and XXX MW in power capacity we're proud of the strong operational"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1942197252023263659) 2025-07-07 12:21:23 UTC 5321 followers, XXX engagements "$CLF Cleveland-Cliffs lowers 2025 CapEx view to $600M from $625M"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1947241602700779686) 2025-07-21 10:25:50 UTC 5331 followers, XXX engagements "$CMG Attached is page X of a 24-page RBC Capital Markets analyst report on CMG issued yesterday entitled: "Honey chicken checks screen encouraging + 2Q preview" RBC Capital Markets has a 'Outperform' rating on CMG with a $XX price target. RBC Capital Markets' 'View' regarding CMG in the report includes the following: "Our latest chipotle honey chicken (CHC) checks across XX stores were encouraging and suggest there's potential upside to expectations for Q2 - and we raise our estimates & PT to $XX. We believe relative popularity vs. 2Q24's al pastor LTO moved to +50.0% vs. +7.4% in April &"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1943483972039610855) 2025-07-11 01:34:21 UTC 5323 followers, XXX engagements "$DIA $SPY $QQQ $IWM $TLT President Trump said to reporters in the Oval Office that Federal Reserve Chair Jerome Powell will be "out soon" in around eight months"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1947686006062248016) 2025-07-22 15:51:44 UTC 5344 followers, XXX engagements "$DASH Attached is page X of a 19-page Jefferies analyst report on DASH issued today entitled: "From Feast to Fair Value; Downgrade to Hold" Jefferies has a 'Hold' rating on DASH with a price $XXX target. Jefferies' summary statement regarding DASH in the report includes the following: "Our profit decomposition supports upside to cons and peer-leading EBITDA growth but likely not enough to justify continued outperformance without assigning optimistic multiples to DASH's non-core businesses. We also think a recent ramp in affordability initiatives could limit upside to take rate. With the stock"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1945245532462403742) 2025-07-15 22:14:10 UTC 5335 followers, XXX engagements "$BLK $ORCL $KKR From Reuters: "Exclusive: Blackstone drops out of consortium bid for TikTok US source says""  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1947134477416706167) 2025-07-21 03:20:10 UTC 5318 followers, XXX engagements "$NFLX Attached is page X of a 13-page Wedbush analyst report on NFLX issued Friday (7/18) entitled: "Next Episode More Growth; Reit OP PT to $1500" Wedbush has a 'Outperform' rating on NFLX with a $1500 price target. Wedbush's 'View' regarding NFLX in the report includes the following: "Netflix continues to produce phenomenal results with ever more growth in its sights. Even as investor expectations were high heading into the print and shares reflected some disappointment in the size of the beat and raise the quality of the beat and raise keeps us positive as we assess the ongoing expansion"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1947122687463268530) 2025-07-21 02:33:19 UTC 5323 followers, XXX engagements "$CALX Calix sees Q3 EPS 31c-37c. consensus 23c -- Q3 revenue $243M-$249M consensus $227.02M"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1947389091663737294) 2025-07-21 20:11:54 UTC 5343 followers, XXX engagements "$VCTR $AVAV Victory Capital to replace AeroVironment in the S&P XXX at open on 7/18"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1946150441059827880) 2025-07-18 10:09:57 UTC 5289 followers, XXX engagements "$SAVA Cassava Sciences presents poster at TSC 2025 on Simufilam Cassava Sciences announced that the Company presented a poster at the TSC International Research Conference held June 26-28 2025 in Bethesda MD. The poster detailed two important observations that support Cassava's plan to initiate human clinical studies in H1 2026 to evaluate simufilam as a treatment for Tuberous Sclerosis Complex-related epilepsy: Preclinical proof-of-concept: Treatment with simufilam alleviated neuronal abnormalities and reduced seizure frequency by XX% compared to vehicle in a mouse model of focal onset"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1939643440544784680) 2025-06-30 11:13:27 UTC 5339 followers, XXX engagements "$J Jacobs Joint Venture appointed to $680M England National Highways framework"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1945071047880986865) 2025-07-15 10:40:50 UTC 5289 followers, XXX engagements "$INTC Attached is a Wedbush analyst note regarding INTC issued today entitled: "Reports - Thursday 7/24 AMC" Wedbush has a 'Neutral' rating on INTC with a $XX price target"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1945974283798188535) 2025-07-17 22:29:58 UTC 5343 followers, 2398 engagements "$ON Goldman Sachs initiates ON with Neutral and $XX price target"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1943272184115237371) 2025-07-10 11:32:47 UTC 5309 followers, XXX engagements "$NOC Northrop Grumman raises FY25 adjusted EPS to $25.00-$25.40 from $24.95-$25.35 -- FY25 consensus $25.20"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1947612308789989603) 2025-07-22 10:58:53 UTC 5344 followers, XXX engagements "$PET Wag Group announces Chapter XX recapitalization transaction with Retriever"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1947240627130822681) 2025-07-21 10:21:58 UTC 5340 followers, XXX engagements "$ASML $ASTS $CRM $CRWD $IONQ $PONY $ULTA $WF Hello Everyone Today I shared information regarding analyst reports/notes relating to a number of companies. This evening I will be posting information relating to analyst reports/notes regarding the following companies: 1) ASML 2) ASTS 3) CRM 4) CRWD 5) IONQ 6) PONY 7) ULTA 8) WF Please feel free to check back this evening if any of those companies might be of interest to you. Best DC77"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1942307285809656189) 2025-07-07 19:38:37 UTC 5309 followers, 2009 engagements "$BMNR Bitmine Immersion recieves $182M investment from ARK Invest"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1947634532338880854) 2025-07-22 12:27:12 UTC 5344 followers, XXX engagements "$JPM JPMorgan reports Q2 adjusted EPS $XXXX consensus $XXXX -- Reports Q2 reported revenue $44.9B and managed revenue $45.7B consensus $43.98B"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1945072903264903420) 2025-07-15 10:48:12 UTC 5312 followers, XXX engagements "#uranium #nuclear #nuclearstocks $CCJ "Westinghouse plans to build XX nuclear reactors in U.S. interim CEO Sumner says""  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1945451462005256269) 2025-07-16 11:52:27 UTC 5288 followers, 4117 engagements "$ZK From Reuters: "China's Zeekr says it did not sell or register zero-mileage used cars""  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1947131631656948072) 2025-07-21 03:08:51 UTC 5321 followers, XXX engagements "$ROKU Attached is page X of a 8-page Benchmark analyst report on ROKU issued today entitled: "Netflix Take Two or Room to Run" Benchmark has a 'Buy' rating on ROKU with a $XXX price target. Benchmark's summary statement regarding ROKU in the report includes the following: "Roku (ROKU: Buy PT $130) is set to report 2Q25 results after the close on Thursday July 31st. As shares continue to creep back towards the recent 52-week high the biggest question facing investors is will the print be good enough As we saw with Netflix last Thursday even a $XXX million revenue guidance raise + better"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1947351430249210065) 2025-07-21 17:42:15 UTC 5343 followers, XXX engagements "$GM General Motors reports Q2 adjusted EPS $XXXX consensus $XXXX -- Q2 adjusted revenue $47.12B consensus $45.85B"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1947610536075481384) 2025-07-22 10:51:51 UTC 5339 followers, XXX engagements "$MGM $GMVHY BetMGM raises FY25 revenue view to at least $2.6B from $2.4B-$2.5B Sees FY25 EBITDA at least $100M. BetMGM jointly owned by MGM Resorts (MGM) and Entain (GMVHF) is providing an update to FY25 guidance. BetMGM's momentum seen during Q1 has continued for Q2 with net revenue growth across both iGaming and online sports driven by handle growth. Trading for the period is broadly consistent with XX% net revenue growth delivered in Q1. FY25 net revenue is now expected to be at least $2.6B up from the previous guidance range of $2.4B-$2.5B. FY25 EBITDA is now expected to be at least $100M"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1934552759983845797) 2025-06-16 10:04:54 UTC 5309 followers, XXX engagements "$AEHR $KRUS $AES $PENG $RXST $EVTL $MBLY Feel free to follow me for pre-market and after-hours movers every day. AFTER- HOURS MOVERS: Currently Higher After Earnings: -- Kura Sushi (KRUS) up XXX% Currently Also Higher: -- AES Corp (AES) up XXXX% after Bloomberg report regarding takeover interest Currently Lower After Earnings: -- Aehr Test Systems (AEHR) down XXXX% -- Penguin Solutions (PENG) down XXX% Currently Also Lower: -- RxSight (RXST) down XXXX% after Q2 pre-announcement -- Vertical Aerospace (EVTL) down XXXX% after equity offering -- Mobileye (MBLY) down XXX% after equity offering"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1942750328723575147) 2025-07-09 00:59:07 UTC 5301 followers, XXX engagements "$MMM $SCHW $IBKR $ALLY $AXP $NFLX $SRPT $VTRS Feel free to follow me for pre-market and after-hours movers every day. PRE-MARKET MOVERS: Currently Higher After Earnings: -- 3M (MMM) up XXX% -- Charles Schwab (SCHW) up XXX% -- Interactive Brokers (IBKR) up XXX% Currently Lower After Earnings: -- Ally Financial (ALLY) down XXX% -- American Express (AXP) down XXX% -- Netflix (NFLX) down XXX% Currently Also Lower: -- Sarepta (SRPT) down XXXX% after the company told Bloomberg that a patient died from acute liver failure after receiving its gene therapy in an early-stage study -- Viatris (VTRS)"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1946194905027494041) 2025-07-18 13:06:38 UTC 5307 followers, XXX engagements "$DIA $SPY $QQQ $IWM $TLT $AAPL $NVDA $TSLA $META $AMZN $GOOGL $NFLX IF YOU ARE NOT ONE OF MY FOLLOWERS PLEASE FEEL FREE TO DISREGARD THIS POST IF THIS IS OF NO INTEREST TO YOU. IMPORTANT QUESTION FOR MY FOLLOWERS: One of the topics of my upcoming podcast series with the incomparable Kenny Glick of @HitTheBidRadio is how we develop our "Edge" in trading. Specifically our "Edge" involves the variables we evaluate prior to entering a trade that hopefully allows us to put the odds in our favor that the trade will be successful. Obviously Kenny and I have both developed what we personally use for"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1944423338010464497) 2025-07-13 15:47:04 UTC 5308 followers, 1043 engagements "$DIA $SPY $IWM $QQQ $IWM $AAPL $AMZN $META $MSFT $GOOGL $GOOG $TSLA $NVDA $NFLX IMPORTANT POST BELOW FOR THOSE WHO MAY HAVE MISSED IT YESTERDAY:"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1947246430164300156) 2025-07-21 10:45:01 UTC 5324 followers, XXX engagements "$DIA $SPY $QQQ $TSLA $UBER $MBLY $CDNS $NXT $NOW $SHOP $DAL $TSM $NVDA $AVGO $AAPL $FFTY $IGV $SMH $ARKK $XME $JETS $XLE $XLV $XLI $XLF $XIACY From Investor's Business Daily: "Dow Jones Futures Fall: New Trump Tariffs Coming But Here's The Real Deadline; Tesla's Musk Forms Political Party" Dow Jones futures fell slightly Sunday evening vs. fair value along with S&P XXX futures and Nasdaq futures. President Donald Trump said he'll send tariff letters to a dozen countries on Monday. In addition Elon Musk is forming a new political party after opposing Trump's tax-and-spending package with Tesla"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1941991258060148756) 2025-07-06 22:42:51 UTC 5307 followers, XXX engagements "$ENPH Enphase Energy options imply XXXX% move in share price post-earnings"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1947704506575196446) 2025-07-22 17:05:15 UTC 5343 followers, XXX engagements "$CLF Attached is page X of a 13-page J.P. Morgan analyst report on CLF issued today entitled: "Moving to a Neutral Rating and a $XXXX Price Target from Not Rated" J.P. Morgan has a 'Neutral' rating on CLF with a $XXXX price target. J.P. Morgans summary statement regarding CLF in the report includes the following: "We are moving to a Neutral rating and a Dec-25 price target of $XXXX (Neutral rating and $XX Dec-24 PT prior to restriction) from a Not Rated designation. Our rating reflects what we view as a relatively balanced risk/reward backdrop with trade-related news likely to drive stock"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1944857917552771504) 2025-07-14 20:33:55 UTC 5293 followers, XXX engagements "$DIA $SPY $QQQ $TSLA $BTC.X $UBER $VIK $DELL $SMCI $SHAK $FFTY $IVG $SMH $ARKK $XME $XLE $XLI From Investors Business Daily (for more information like this you can go to "How Will Dow Jones Futures Open After Trump Bombs Iran Nuclear Sites Tesla Robotaxi Launch Due" Dow Jones futures will open Sunday evening along with S&P XXX futures and Nasdaq futures. President Donald Trump announced Saturday night that the U.S. bombed three Iranian nuclear sites. The Tesla robotaxi launch is set to begin. The stock market rally had a narrowly mixed week holding up reasonably well amid big Israel-Iran"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1936821006523330818) 2025-06-22 16:18:07 UTC 5293 followers, XXX engagements "$T $TMO $BSX $GEV $FI $GD $HLT $TEL $HAS Some notable companies reporting before tomorrow's open with earnings consensus estimates: -- AT&T (T) consensus 53c -- Thermo Fisher (TMO) consensus $XXXX -- Boston Scienfic (BSX) consensus 73c -- GE Vernova (GEV) consensus $XXXX -- Fiserv (FI) consensus $XXXX -- General Dynamics (GD) consensus $XXXX -- Hilton (HLT) consensus $XXXX -- Teladyne (TEL) consensus $XXXX -- Hasbro (HAS) consensus 77c"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1947728497843007958) 2025-07-22 18:40:35 UTC 5343 followers, XXX engagements "$TXN $ISRG $COF $CB $ENPH $PEGA Some notable companies reporting after the market close with earnings consensus estimates: -- Texas Instruments (TXN) consensus $XXXX -- Intuitive Surgical (ISRG) consensus $XXXX -- Capital One (COF) consensus $XXXX -- Chubb (CB) consensus $XXXX -- Pegasystems (PEGA) consensus 24c -- Enphase (ENPH) consensus 62c"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1947727910837563724) 2025-07-22 18:38:15 UTC 5344 followers, XXX engagements "$SMCI Attached is a Citi analyst note regarding SMCI issued yesterday entitled: "F4Q Constructive on End Demand GB 200/300 Ramp but Expectations Tempered on Rising Competition" Citi has a 'Neutral' rating on SMCI with a $XX price target"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1944002429755826380) 2025-07-12 11:54:31 UTC 5329 followers, 1519 engagements "$RBLX Bloomberg - "Roblox Game-Buying Frenzy Is Turning Teens Into Millionaires""  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1944705429231083826) 2025-07-14 10:27:59 UTC 5309 followers, XXX engagements "$CRM Attached is a Mizuho analyst note regarding CRM issued today entitled: "Key Takeaways From Our NDR With Salesforce" Mizuho has a 'Outperform' rating on CRM with a $XXX price target"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1943652725490618633) 2025-07-11 12:44:55 UTC 5337 followers, 3771 engagements "$PRGS Progress Software raises FY25 EPS view to $5.28-$5.40 from $5.25-$5.37 Consensus $XXXX. Raises FY25 revenue view to $962M-$974M from $958M-$970M consensus $963.49M. Sees FY25 operating margin 38%. Sees FY25 adjusted free cash flow $283M-$294M. Sees FY25 effective tax rate 20%. "Our second quarter performance reflects the continued strong execution by our teams and this is further reflected in our increase to full year guidance across the board" said Anthony Folger CFO of Progress Software. "Our ShareFile business is progressing well and we are ahead of schedule with the integration and"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1939796239178236285) 2025-06-30 21:20:37 UTC 5287 followers, XXX engagements "$CORZ Attached is page X of a 9-page Citizens analyst report on CORZ issued today entitled: "Bitcoin Miners AI Pivot Continues with Significant Value to Be Unlocked Over Time" Citizens has a 'Market Perform' rating on CORZ without a price target. Citizens' summary statement regarding CORZ in the report includes the following: "CoreWeaveCore Scientific deal presents as an outlier rather than a precedent: The recently announced all-stock merger between CoreWeave (CRWV MP) and Core Scientific (CORZ MP) marks a strategic and opportunistic move by CoreWeave to mitigate its rising lease exposure in"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1944956931518464214) 2025-07-15 03:07:22 UTC 5306 followers, XXX engagements "$CPAY Corpay named an Official Partner of Real Madrid C.F Corpay is pleased to announce that Corpay's Cross-Border business has entered into an agreement with Real Madrid C.F. to become an Official Partner. Through this partnership Real Madrid will be able to gain access to and utilise Corpay Cross Border's innovative solutions to help mitigate foreign exchange exposure from their day-to-day business needs"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1929481385435119731) 2025-06-02 10:13:04 UTC 5323 followers, XXX engagements "$IQV $DHI $THC $NOC $PCAR $VMI $AEHR $LMT $PM $SHW $DHR $GM $KO $RTX $REPL Feel free to follow me for pre-market and after-hours movers every day. PRE-MARKET MOVERS: Currently Higher After Earnings: -- Iqvia (IQV) up XXX% -- D.R. Horton (DHI) up XX.% -- Tenet Healthcare (THC) up XXX% -- Northrop Grumman (NOC) up XXX% -- Paccar (PCAR) up XXX% -- Valmont (VMI) up XXX% Currently Also Higher: -- Aehr Test Systems (AEHR) up XXXX% after announcing additional orders for Sonoma systems Currently Lower After Earnings: -- Lockheed Martin (LMT) down XXX% -- Philip Morris (PM) down XXX% --"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1947645990728520078) 2025-07-22 13:12:44 UTC 5344 followers, XXX engagements "$DHI D.R. Horton narrows FY25 revenue view to $33.7B-$34.2B from $33.3B-$34.8B -- FY25 consensus $34.04B"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1947604313469005894) 2025-07-22 10:27:07 UTC 5343 followers, XXX engagements "$FOR Forestar Group reports Q3 EPS 65c consensus 76c -- Q3 revenue $390.5M consensus $392M"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1947609573646323813) 2025-07-22 10:48:01 UTC 5340 followers, XXX engagements "$DIA $SPY $QQQ $IWM $TLT $GOOG $TSLA $JPM $BAC $NFLX I don't expect this post to get many likes but. From Yahoo Finance: "'Earnings misses are going to get punished more than usual': Wall Street raises the stakes as stocks hit records" Earnings season is in full swing and Wall Street has a clear message to companies: Good just isn't good enough. That growing thesis comes into even sharper focus this week which sees Alphabet (GOOG) and Tesla (TSLA) set to report on Wednesday the first of the "Magnificent Seven" results this quarter. Market action last week reinforced the message with big banks"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1947346014870114694) 2025-07-21 17:20:44 UTC 5344 followers, XXX engagements "$PENN Attached is page X of a 9-page Bank of America analyst report on PENN issued today entitled: "Takeaways from ad check call with Inventus Media" Bank of America has a 'Neutral' rating on PENN with a $XX price target. Bank of America's summary statement regarding PENN in the report includes the following: "Online (+); Macau (+); Las Vegas Strip (-) Regionals (+): We already adjusted Q2 estimates in our pre-preview (see report). We are updating our models to reflect 1) Macau June market share data and a better 2H outlook and 2) June regional Gaming data. We also update our DraftKings 2Q"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1945236055902257219) 2025-07-15 21:36:31 UTC 5303 followers, XXX engagements "$SOUN Piper Sandler downgraded SoundHound to Neutral from Overweight with an unchanged price target of $12"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1944702525761871912) 2025-07-14 10:16:27 UTC 5307 followers, XXX engagements "$DIA $SPY $IWM $QQQ $TLT I just keep taking more and more profits. If this keeps up my wife might actually think I know what I'm doing. That would be a first"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1944847893766267106) 2025-07-14 19:54:06 UTC 5330 followers, XXX engagements "$NFLX Attached is page X of a 12-page Oppenheimer analyst report on NFLX issued Thursday (7/17) entitled: "Story Remains the Same: FY25 & FY26 Margins Likely ConservativeMaintain Outperform and $1425 Target" Oppenheimer has a 'Outperform' rating on NFLX with a $1425 price target. Oppenheimer's 'Summary' regarding NFLX in the report includes the following: "Target unchanged at $1425 as leadership position driving increasing profitability with higher share repurchases. Subscribers accelerated late 2Q stronger than company forecasts which company expects will continue on stronger 2H content"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1946594426652131429) 2025-07-19 15:34:11 UTC 5301 followers, XXX engagements "$BTU $ARLP $ARCH $CEIX I am sure the current administration had no influence on this decision: E.P.A. planning to erase greenhouse gas limits on power plants NY Times reports The Environmental Protection Agency has drafted a plan to eliminate all limits on greenhouse gases from coal and gas-fired power plants in the United States according to internal agency documents reviewed by The New York Times Lisa Friedman writes. In its proposed regulation the agency argued that carbon dioxide and other greenhouse gases from power plants that burn fossil fuels "do not contribute significantly to"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1927366959756132415) 2025-05-27 14:11:06 UTC 5296 followers, XXX engagements "$MSTR $COIN $MARA $RIOT $BTBT $BIFT $WULF $GREE $SDIG $CORZ $BTC $ETH House announces week of July 14th as 'Crypto Week' House Committee on Financial Services Chairman French Hill House Committee on Agriculture Chairman GT Thompson and House Leadership announced that the week of July 14th will be "Crypto Week." "The House of Representatives looks forward to considering the CLARITY Act the Anti-CBDC Surveillance State Act and the Senate's GENIUS Act as part of Congress' efforts to make America the crypto capital of the world" according to a statement. "We are taking historic steps to ensure"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1942169319061831813) 2025-07-07 10:30:24 UTC 5308 followers, XXX engagements "$AAPL Apple expands Apple Retail into the Kingdom of Saudi Arabia"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1947607325226799423) 2025-07-22 10:39:05 UTC 5343 followers, XXX engagements "$HALO Halozyme added to Russell 1000 Index Halozyme Therapeutics announced that it has been added to the U.S. large-cap Russell 1000 Index effective after market close on June 27th as part of the 2025 FTSE Russell indexes annual reconstitution"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1939794618910216559) 2025-06-30 21:14:11 UTC 5337 followers, XXX engagements "$CSCO Cisco reports Q3 total adjusted gross margin XXXX% For Q3: On a non-GAAP basis total gross margin product gross margin and services gross margin were XXXX% XXXX% and XXXX% respectively as compared with XXXX% XXXX% and XXXX% respectively in the third quarter of fiscal 2024. Total gross margins by geographic segment were: XXXX% for the Americas XXXX% for EMEA and XXXX% for APJC"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1922750052155437465) 2025-05-14 20:25:10 UTC 5323 followers, XXX engagements "$CLSK $CRCL $FSLR $GM $HD $HOOD $MOD $MRVL $MU $ORCL $ROKU $SRAD $TERN $TSLA Hey Everyone I posted a bunch of information today regarding analyst reports/notes for a number of companies. Tonight I am hoping to post information regarding analyst reports/notes relating to the following: 1) CLSK 2) CRCL 3) FSLR 4) GM 5) HD 6) HOOD 7) MOD 8) MRVL 9) MU 10) ORCL 11) ROKU 12) SRAD 13) TERN 14) TSLA Feel free to keep an eye out for any post that might be of interest to you. Best DC77"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1940133688559251598) 2025-07-01 19:41:31 UTC 5314 followers, 2260 engagements "$DAL $ASX $MP $KWM $BTCM $FCEL $UAVS $HELE $SMPL $CAG Feel free to follow me for pre-market and after-hours movers every day. PRE-MARKET MOVERS: Currently Higher After Earnings: -- Delta Air Lines (DAL) up XXXX% -- ASE Technology (ASX) up XXX% Currently Also Higher: -- MP Materials (MP) up XXXX% after entering into a public-private partnership with the United States Department of Defense -- K Wave Media (KWM) up XXX% after securing $1B capital capacity to drive bitcoin treasury strategy -- BIT Mining (BTCM) up XXXXX% after expanding into Solana ecosystem -- FuelCell (FCEL) up XXX% after"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1943295285028938074) 2025-07-10 13:04:35 UTC 5312 followers, XXX engagements "$GAME GameSquare sells 46.67M shares at $XXXX in public offering"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1945842479216918853) 2025-07-17 13:46:13 UTC 5322 followers, XXX engagements "$ENSG Ensign Group acquires Timber Spring Transitional Care in Idaho The Ensign Group the parent company of the Ensign group of companies announced that it acquired the real estate and operations of Timber Springs Transitional Care a 120-bed skilled nursing facility located in Boise Idaho. The real estate was acquired by a subsidiary of Standard Bearer Healthcare REIT Inc. Ensign's captive real estate company and the facility will be operated by an Ensign-affiliated tenant"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1940351995749044410) 2025-07-02 10:09:00 UTC 5289 followers, XXX engagements "$SLB SLB reports Q2 adjusted EPS 74c consensus 75c -- Q2 revenue $8.55B consensus $8.51B"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1946162193860354053) 2025-07-18 10:56:39 UTC 5293 followers, XXX engagements "$BMNR Bitmine jumps after Peter Thiel discloses XXX% stake"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1945464469988987014) 2025-07-16 12:44:09 UTC 5316 followers, 1059 engagements "$ALLY Ally Financial reports Q2 adjusted EPS 99c consensus 80c -- Q2 adjusted revenue $2.1B consensus $2.04B"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1946170219912692115) 2025-07-18 11:28:33 UTC 5303 followers, XXX engagements "$LMT Lockheed Martin says 'stands by' tax accounting method being accurate -- Says IRS asserts company owes $4.6B of additional income tax"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1947681538663186605) 2025-07-22 15:33:59 UTC 5344 followers, XXX engagements "$AMD $INTC $MCHP $MU $QCOM $TXN $NVDA $MRVL $TSM $SSNLF U.S. plans crackdown on allied chip plants in China WSJ reports Jeffrey Kessler head of the unit in charge of export controls at the Commerce Department told three companies this week that he wants to revoke waivers that they have used to access American technology in China The Wall Street Journal's Liza Lin Amrith Ramkumar and Raffaele Huang report. According to people familiar with the matter said Samsung (SSNLF) TSMC (TSM) and SK Hynix enjoy blanket waivers currently that allow them to ship American chip-making equipment to their"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1936075314460848165) 2025-06-20 14:55:00 UTC 5337 followers, XXX engagements "$UNCRY $CRZBY German Chancellor sees no risk of UniCredit takeover Commerzbank Bloomberg says German Chancellor Friedrich Merz sees no risk that Italy's UniCredit (UNCRY) will be able to takeover Commerzbank (CRZBY) Arne Delfs and Donato Paolo Mancini of Bloomberg reports. "The bank's stake in Commerzbank is now below the threshold at which it would have to make a takeover offer" Merz told reporters. "It's currently unclear whether this threshold will be reached or exceeded.""  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1924178639496826954) 2025-05-18 19:01:51 UTC 5311 followers, XXX engagements "$INCY Incyte announces FDA extends review period for Opzelura sNDA The company states: "Incyte announced that the FDA has extended the review period for the supplemental New Drug Application sNDA for ruxolitinib cream Opzelura a topical Janus kinase inhibitor for the treatment of children 2-11 years old with mild to moderate atopic dermatitis. The PDUFA action date has been extended by three months to September XX 2025. The FDA extended the PDUFA action date to allow time to review additional chemistry manufacturing and controls data on the XXXX% strength submitted by Incyte in response to a"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1936418791388311933) 2025-06-21 13:39:51 UTC 5288 followers, XXX engagements "$ENSG Ensign subsidiary acquires Duncanville Healthcare and Rehabilitation Center The Ensign Group the parent company of the Ensign group of companies announced that through a subsidiary of Standard Bearer Healthcare REIT Ensign's captive real estate company it acquired the real estate to Duncanville Healthcare and Rehabilitation Center a 124-bed skilled nursing facility located in Duncanville Texas. The facility will be operated by a third-party operator and is subject to a long-term triple net lease. The acquisition is effective as of July X and bring Ensign's growing portfolio to 348"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1940352127261463009) 2025-07-02 10:09:31 UTC 5289 followers, XXX engagements "$MGNI $PARA Magnite Paramount Australia announce partnership"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1944878593437229358) 2025-07-14 21:56:05 UTC 5322 followers, XXX engagements "$CEG Attached is a Mizuho analyst note on CEG issued today entitled: "PJM Rule Changes Could Lead to Floor Price in Upcoming Capacity Auction; Raise PT to $325" Mizuho has a 'Neutral' rating on CEG with a $XXX price target"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1947249627809337783) 2025-07-21 10:57:44 UTC 5343 followers, XXX engagements "$GPRE Green Plains files $300M mixed securities shelf"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1945792710939460073) 2025-07-17 10:28:28 UTC 5301 followers, XXX engagements "$DIA $SPY $IWM $QQQ $TLT Question for experienced traders: When you see all of these meme stock pumps and pumping of negative earnings stocks simply because they bought crypto what is that telling you"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1947651319889609090) 2025-07-22 13:33:54 UTC 5343 followers, XXX engagements "$GOOGL Attached is page X of a 23-page Bank of America analyst report on GOOGL issued yesterday entitled: "2Q Preview: Expect a beat vs Street raising estimates" Bank of America has a 'Buy' rating on GOOGL with a $XXX price target. Bank of America's summary statement regarding GOOGL in the report includes the following: "Expecting strong results above Street for 2Q: Reports on 7/23. We are slightly raising our above-Street estimates for search checks (stable spending growth in 2Q that improved as quarter progressed) improved macro and FX. We now expect 2Q Rev/EPS of $81bn/$2.21 up from"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1946591365921382601) 2025-07-19 15:22:02 UTC 5300 followers, XXX engagements "$TSLA From The Wall Street Journal: "Trump Aides Discussed Ending Some SpaceX Contracts but Found Most Were Vital" -- Fallout between the president and the rocket makers billionaire founder threatened the companys multibillion-dollar agreements with the government"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1947130489988362722) 2025-07-21 03:04:19 UTC 5320 followers, XXX engagements "$SG Sweetgreen falls after Bloomberg data shows Q2 sales drop Data from Bloomberg Second Measure which draws from a sample of credit and debit card purchases made by U.S. consumers shows Sweetgreen's sales dropped XXXX% in Q2 versus last year. The Q2 consensus sales estimate of $193.5M represents an increase of XXX% year-over-year Bloomberg notes. Sweetgreen shares are down around XX% in early afternoon trading"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1942271611559715262) 2025-07-07 17:16:52 UTC 5292 followers, XXX engagements "$BIIB Biogen plans to invest $2B in manufacturing footprint in North Carolina's RTP"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1947258890883612791) 2025-07-21 11:34:32 UTC 5328 followers, XXX engagements "$GRDN Guardian Pharmacy announces 7.5M Class A common stock offering Guardian Pharmacy Services announced the launch of a proposed underwritten public offering of 7.5M shares of its Class A common stock consisting of 6.06M shares being offered by certain selling stockholders and 1.44M newly issued shares being offered by Guardian as part of a non-dilutive "synthetic secondary" transaction. Guardian will not receive any proceeds from the offering of shares by the selling stockholders in the offering. Raymond James is acting as lead bookrunning manager of the offering and as representative of"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1924926846178582873) 2025-05-20 20:34:58 UTC 5286 followers, XXX engagements "$BIDU $UBER Baidu Uber partner to accelerate autonomous vehicle deployment"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1945093829293436963) 2025-07-15 12:11:21 UTC 5288 followers, XXX engagements "$MCHP $TXN $AVGO $MU $ADI $NXPI $AMD $QCOM $ON $GFS $INTC Attached is a Citi analyst note from today entitled: "US Semiconductors - 2Q25 Earnings Preview: Raising Estimates As Tariff Slowdown Ain't Happenin'. MCHP To Top Pick as We Expect Most Upside" In the note Citi has the following ratings and price targets for the XX semiconductor stocks listed below: 1) MCHP: Buy $XX price target 2) TXN: Buy $XXX price target 3) AVGO: Buy $XXX price target 4) MU: Buy $XXX price target 5) ADI: Buy $XXX price target 6) NXPI: Buy $XXX price target 7) AMD: Neutral $XXX price target 8) QCOM: Neutral $170"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1942279492980072969) 2025-07-07 17:48:11 UTC 5343 followers, 2964 engagements "$PEP PepsiCo reports Q2 adjusted EPS $XXXX consensus $XXXX -- Q2 revenue $22.73B consensus $22.3B"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1945790747812204982) 2025-07-17 10:20:39 UTC 5309 followers, XXX engagements "$AMD $AMZN $BIDU $FUFU $GE $GOOGL $KTOS $LCID $META $MRUS $MSFT $NFLX $PEP $SBUX $SHOP $TLN $TSLA $TSM $UAL $UBER Hey Everyone In addition to the information relating to company analyst reports/notes that I posted today I will also be posting information regarding analyst reports/notes this weekend for the following companies: 1) AMD 2) AMZN 3) BIDU 4) FUFU 5) GE 6) GOOGL 7) KTOS 8) LCID 9) META 10) MRUS 11) MSFT 12) NFLX 13) PEP 14) SBUX 15) SHOP 16) TLN 17) TSLA 18) TSM 19) UAL 20) UBER Feel free to check back this weekend if any of these companies are of interest to you. I hope this"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1946286808213381630) 2025-07-18 19:11:49 UTC 5307 followers, 1961 engagements "$NET DZ Bank downgraded Cloudflare to Sell from Buy with a $XXX price target"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1947680835689128217) 2025-07-22 15:31:12 UTC 5343 followers, XXX engagements "$AVY Avery Dennison sees Q3 adjusted EPS $2.24-$2.40 consensus $2.42"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1947610951479447935) 2025-07-22 10:53:30 UTC 5339 followers, XXX engagements "$DASH Attached is page X of a 9-page Roth analyst report on DASH issued today entitled: "DASH: 2Q Preview: Raising PT; Premium Asset + Premium Valuation = Narrow Margin of Error" Roth has a 'Neutral' rating on DASH with a $XXX price target. Roth's summary statement regarding DASH in the report includes the following: "DASH will report its 2Q earnings on Wednesday August X (after market close). Similar to our expectations for UBER (Buy) we see upside potential in 2Q bookings but pending acquisitions of SevenRooms and Deliveroo (ROO-NC) might lead to a noisy earnings print. We are tweaking our"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1944957973018587439) 2025-07-15 03:11:30 UTC 5333 followers, XXX engagements "$FSLR $BE $FCEL $RUN $SEDG $ENPH $NXT $ARRY Big Beautiful Bill 'better than feared' for solar says JPMorgan JPMorgan analyst Mark Strouse says that while amount of tax incentives was reduced compared to the Inflation Reduction Act the Big Beautiful Bill act "is materially better than feared" for clean energy. With policy certainty restored investor sentiment should improve and generalist investors will revisit the space again the analyst tells investors in a research note. JPMorgan believes domestic manufacturing and utility-scale renewables fared better than residential solar in the final"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1942182560588599473) 2025-07-07 11:23:01 UTC 5306 followers, 1283 engagements "$IQV Iqvia narrows FY25 adjusted EPS view to $11.75-$12.05 from $11.70-$12.10 -- Consensus $11.83"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1947619939365388412) 2025-07-22 11:29:13 UTC 5344 followers, XXX engagements "$ACHC Acadia Healthcare reports Q1 adjusted EPS 40c consensus 36c Reportst Q1 revenue $770.5M consensus $769.84M. Chris Hunter Chief Executive Officer of Acadia remarked "We are pleased to deliver first quarter results for both revenue and Adjusted EBITDA in line with our respective outlook ranges with Adjusted EBITDA coming in at the high end of our expectations for the quarter. This year is setting up to be the largest bed expansion year in Acadia's history building upon our record-breaking bed additions in 2024. We are well-positioned to continue expanding access and providing specialized"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1922022070323425456) 2025-05-12 20:12:25 UTC 5293 followers, XXX engagements "$GAME And yet another negative earnings company up on crypto related news: GameSquare expands crypto treasury program to $250M"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1947269737118900349) 2025-07-21 12:17:38 UTC 5340 followers, XXX engagements "$NOC Northrop Grumman reports Q2 net awards $7.4B backlog totaled $89.7B"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1947624265550880792) 2025-07-22 11:46:24 UTC 5343 followers, XXX engagements "$GOOGL Attached is a Citi analyst note regarding GOOGL issued yesterday entitled: "Search Survey Suggests Google Search Remains Core; Though Social & GenAI Usage On the Rise: 2Q Preview" Citi has a 'Buy' rating on GOOGL with a $XXX price target"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1944088454704365716) 2025-07-12 17:36:21 UTC 5322 followers, 2988 engagements "$BTBT Bit Digital purchases approximately 19683 Ethereum"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1946179189289206046) 2025-07-18 12:04:11 UTC 5336 followers, 1126 engagements "$INMD InMode sees Q2 revenue between $95.4M-$95.5M below consensus of $98.45M"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1943268558500196542) 2025-07-10 11:18:23 UTC 5295 followers, XXX engagements "$SRAD Attached is page X of a 39-page Truist (Coverage Initiation) analyst report on SRAD issued today entitled: "The worldwide leader in Sportradar: Initiating with a Buy rating and $XX PT" Truist has a 'Buy' rating on SRAD with a $XX price target. Truist's 'Investment Highlights' regarding SRAD in the report includes the following: "We initiate coverage of Sportradar Group AG (SRAD) with a Buy rating and $XX PT based on 16.5x our 2027E PF EBITDA for pending IMG M&A. The largest B2B partner for the sports betting industry has become increasingly important to its customers (operators leagues"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1940188984132747419) 2025-07-01 23:21:15 UTC 5337 followers, XXX engagements "$LMT Lockheed Martin reports Q2 EPS $XXXX including program loss consensus $XXXX -- Q2 revenue $18.2B consensus $18.58B"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1947621278778855764) 2025-07-22 11:34:32 UTC 5343 followers, XXX engagements "$RVMD $SMMT Revolution Medicines Summit Therapeutics enter clinical collaboration Revolution Medicines (RVMD) and Summit Therapeutics (SMMT) announced the companies have entered into a clinical collaboration in multiple solid tumor settings to evaluate the safety and efficacy of each of Revolution Medicines' clinical-stage RAS(ON) inhibitors including the multi-selective inhibitor daraxonrasib G12D-selective inhibitor zoldonrasib and G12C-selective inhibitor elironrasib in combination with Summit Therapeutics' ivonescimab a PD-1 / VEGF bispecific antibody. The clinical collaboration aims to"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1939657221928796523) 2025-06-30 12:08:13 UTC 5286 followers, XXX engagements "$HBAN Huntington Bancshares reports Q2 EPS 34c consensus 34c"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1946164233298649153) 2025-07-18 11:04:45 UTC 5336 followers, XXX engagements "$CLSK $CRCL $FSLR $GM $HD $HOOD $MOD $MRVL $MU $ORCL $ROKU $SRAD $TERN $TSLA Hello Everyone All the posts relating to stocks referenced in the re-shared post below have been added. Feel free to take a look at any of the posts you believe might be helpful to you. Truly DC77"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1940194697915637789) 2025-07-01 23:43:57 UTC 5314 followers, 1301 engagements "$WFC $JPM $BLK $C $BK $SST $ACI Some notable companies reporting before tomorrow's open with earnings consensus: -- JPMorgan (JPM) consensus $XXXX -- Wells Fargo (WFC) consensus $XXXX -- Blackrock (BLK) consensus $XXXXX -- Citigroup (C) consensus $XXXX -- BNY Mellon (BK) consensus $XXXX -- State Street (STT) consensus $XXXX -- Albertsons (ACI) consensus 54c"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1944836741485207863) 2025-07-14 19:09:47 UTC 5305 followers, XXX engagements "$CRM Attached is page X of a 16-page Citizens analyst report on CRM issued today entitled: "Top X Insights from Our Chat with Richard Socher Former Chief Scientist of Salesforce" Citizens has a 'Market Outperform' rating on CRM with a $XXX price target. Citizens' 'Investment Highlights' regarding CRM in the report includes the following: "We maintain our Market Outperform rating and $XXX price target on Salesforce after hosting a fireside chat yesterday at the Citizens Technology Forum held at the Solage Resort in Calistoga California with Richard Socher the CEO and founder of General Partner"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1945647530282225695) 2025-07-17 00:51:34 UTC 5301 followers, XXX engagements "$COHR $LITE This morning I added a little to my positions in both COHR and LITE. Both of them had PT upgrades from JPMorgan: COHR from $XXX to $XXX and LITE from $XXX to $XXX. I guess I could tell everyone that this morning I had a COHR's LITE"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1945841885295099914) 2025-07-17 13:43:52 UTC 5323 followers, XXX engagements "$FRPT Freshpet lowers 2025 revenue view to $1.12B-$1.15B from $1.18B-$1.21B Consensus for 2025 revenue is $1.17B"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1919346204942479791) 2025-05-05 10:59:29 UTC 5300 followers, XXX engagements "$DGX Quest Diagnostics reports Q2 adjusted EPS $XXXX consensus $XXXX -- Q2 revenue $2.76B consensus $2.73B"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1947612147183161469) 2025-07-22 10:58:15 UTC 5343 followers, XXX engagements "$IQV Iqvia reports Q2 adjusted EPS $XXXX consensus $XXXX -- Q2 revenue $4.02B consensus $3.96B"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1947619654140366934) 2025-07-22 11:28:05 UTC 5343 followers, XXX engagements "$MSFT $META $GOOGL $PINS $RDDT $SNAP From Reuters: "Exclusive: Meta X and LinkedIn appeal unprecedented VAT claim by Italy""  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1947608220035412157) 2025-07-22 10:42:39 UTC 5343 followers, XXX engagements "$AMD $AMZN $ASML $AXP $BLK $C $CRM $FSLR $GOOGL $JPM $META $NVDA $OKLO $UBER $WFC Hey Everyone In addition to the information relating to company analyst reports/notes that I posted today I will also be posting information regarding analyst reports/notes this evening for the following companies: 1) AMD 2) AMZN 3) ASML 4) AXP 5) BLK 6) C 7) CRM 8) FSLR 9) GOOGL 10) JPM 11) META 12) NVDA 13) OKLO 14) UBER 15) WFC Feel free to check back this evening if any of these companies are of interest to you. I hope this information is useful to many members. Cheers DC77"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1945562759501897947) 2025-07-16 19:14:43 UTC 5312 followers, 2034 engagements "$FCPT FCPT announces acquisition of Caliber Collision property for $4.2M Four Corners Property Trust announced the acquisition of a Caliber Collision property for $4.2M. "The property is located in a strong retail corridor in Wisconsin and is corporate-operated under a long term triple net lease with approximately XX years of term remaining. The transaction was priced at a XXX% cap rate on rent as of the closing date and exclusive of transaction costs" the company stated"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1926982110327279647) 2025-05-26 12:41:51 UTC 5322 followers, XXX engagements "$ERO Ero Copper achieves commercial production at Tucuma operation Ero Copper announced that the Tucuma Operation located in Para State Brazil achieved commercial production effective July X 2025. During the month of June following the completion of commissioning of the third filter press as well as modifications to the process plant the operation achieved sustained throughput levels exceeding XX% of design capacity. Copper production at Tucuma totaled approximately 6400 tonnes during the second quarter including approximately 2000 tonnes of copper produced during the second half of June."  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1940728836733219018) 2025-07-03 11:06:26 UTC 5324 followers, XXX engagements "$S $PANW CNBC reports that Palo Alto says 'no truth to rumor' of SentinelOne takeover talks"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1947367814479700053) 2025-07-21 18:47:21 UTC 5343 followers, XXX engagements "$MEIP MEI Pharma to sell 29.24M shares at $XXXX in private placement"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1946189064375243146) 2025-07-18 12:43:26 UTC 5322 followers, XXX engagements "$CNC Centene backs FY25 adjusted EPS view at least $XXXX consensus $XXXX "Our first quarter results demonstrate the resiliency of Centene's platform and the progress we are making as an organization while navigating a dynamic policy landscape" said CEO of Centene Sarah London. "We are pleased to reiterate our full year 2025 adjusted diluted earnings per share outlook of greater than $XXXX and continue to see attractive opportunities to grow from the strength of our core businesses in the years to come.""  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1915721398711886203) 2025-04-25 10:55:48 UTC 5323 followers, XXX engagements "$LCID Attached is page X of a 5-page Bank of America analyst report on LCID issued yesterday entitled: "LCID partners with Uber and Nuro for robotaxi service" Bank of America has a 'Underperform' rating on LCID with a $X price target. Bank of America's summary statement regarding LCID in the report includes the following: "LCID partners with Uber and Nuro for robotaxi service: This morning Lucid announced that over the next X years Uber will deploy 20000+ Lucid Gravity with robotaxi features powered by Nuro. According to the company announcement the robotaxi will be launched in a major US"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1946281972483100783) 2025-07-18 18:52:37 UTC 5292 followers, XXX engagements "$MOD Attached is page X of a 9-page D.A. Davidson analyst report on MOD issued yesterday entitled: "Solid DC Takes Post SSM Tour; Immatl EBITDA Re-cadence; BUY" D.A. Davidson has a 'Buy' rating on MOD with a $XXX price target. D.A. Davidson's summary statement regarding MOD in the report includes the following: "We hosted a dozen investors at two of SSMs manf. ops. in Calgary and came away incrementally bullish with regards to a clear multi-pronged multi-year growth algorithm across the entirety of its DC business inclusive of SSM. We remain convincingly unconcerned with respect to the"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1945865208943006008) 2025-07-17 15:16:32 UTC 5312 followers, XXX engagements "$THC Tenet Healthcare reports Q2 adjusted EPS $XXXX consensus $XXXX -- Q2 revenue $5.27B consensus $5.16B"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1947611175799128354) 2025-07-22 10:54:23 UTC 5343 followers, XXX engagements "$AVAV $CHX AeroVironment to replace ChampionX in the S&P XXX at open on 7/18"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1946150291960697123) 2025-07-18 10:09:21 UTC 5308 followers, XXX engagements "$PKE $RPTX $BHF $VCTR $GPN $KMTS $HWC $JBHT Feel free to follow me for pre-market and after-hours movers every day. AFTER-HOURS MOVERS: Currently Higher After Earnings: -- Park Aerospace (PKE) up XXX% Currently Also Higher: -- Repare Therapeutics (RPTX) up XXXX% after entering licensing pact with Debiopharm for Lunresertib -- Brighthouse Financial (BHF) up XXX% after WSJ report of acquisition by Aquarian talks -- Victory Capital Holdings Inc. (VCTR) up XXX% after entering S&P MidCap XXX -- Global Payments (GPN) up XXX% after FT report of large stake built by Elliott Co. Currently Lower After"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1945302735403855902) 2025-07-16 02:01:28 UTC 5308 followers, XXX engagements "$MNST $KVUE $PRMB RBC's top Q1 picks in CPG include Primo Brands Monster Beverage Kenvue RBC Capital analyst Nik Modi names Monster Beverage (MNST) Kenvue (KVUE) and Primo Brands (PRMB) as the firm's Top Picks ahead of Q1 earnings season in Consumer Packaged Goods or CPG. The firm expects another challenging quarter for most CPG companies highlighted by sluggish topline trends with less wiggle room on EPS relative to some previous quarters due to volume deleverage and while FX has gotten slightly better a host of regulatory & geopolitical risks remain front and center the analyst tells"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1907047049901527296) 2025-04-01 12:27:02 UTC 5323 followers, XXX engagements "$NFLX Attached is page X of a 10-page KeyBanc analyst report on NFLX issued Thursday (7/17) entitled: "NFLX: Ahead of Happy Gilmore a 2Q That's Largely Down the Fairway; OW/$1390 PT" KeyBanc has a 'Overweight' rating on NFLX with a $1390 price target. KeyBanc's summary statement regarding NFLX in the report includes the following: "Netflix's 2Q report was right down the fairway with revenue and margins reflecting the positive contributions of membership growth pricing actions and FX. We suspect engagement will be a NT source of debate as it ultimately influences monetization. Given Netflix's"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1947123593856614667) 2025-07-21 02:36:55 UTC 5323 followers, XXX engagements "$MOD Attached is page X of a 10-page Oppenheimer analyst report on MOD issued today entitled: "Monitoring Multiple Catalysts; Raising PT to $122" Oppenheimer has an 'Outperform' rating on MOD with a $XXX price target. Oppenheimer 'Summary' regarding MOD in the report includes the following: "MOD shares while improving off post-F4Q25 levels have lagged AI infrastructure peers QTD presenting an opportunity in our view. We believe investor debate currently centers on upside/downside to MODs 30%+ data center revenue growth forecast for FY26 with pace of margin improvement and divestitures a"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1940183866708463877) 2025-07-01 23:00:55 UTC 5293 followers, XXX engagements "#uranium #nuclear #nuclearstocks $DNN Attached is page X of a 10-page Raymond James analyst report on DNN issued yesterday entitled: "1Q25 Results; Corporate Updates" Raymond James has a 'Outperform' rating on DNN with a CAD $XXXX (USD $2.77) price target. Raymond James' summary statement regarding DNN in the report includes the following: "DML holds a controlling interest in the Wheeler River project including the Phoenix deposit which is one of the highest-grade deposits in the world. DML also offers a diversified revenue stream from tolling while exploration and development activities at"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1946249502861717810) 2025-07-18 16:43:35 UTC 5343 followers, 4610 engagements "$MSFT Attached is page X of a 13-page RBC Capital Markets analyst report on MSFT issued yesterday entitled: "Channel Checks Point to Healthy Cloud Phased Copilot Rollouts and AI-led Deal Shifts" RBC Capital Markets has a 'Outperform' rating on MSFT with a $XXX price target. RBC Capital Markets' 'View' regarding MSFT in the report includes the following: "We conducted channel checks with seven Microsoft partners including SIs cloud consulting firms and large enterprise-focused resellers with visibility into enterprise Azure deployments and Al adoption efforts. The overall tone was"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1947469382537380084) 2025-07-22 01:30:57 UTC 5336 followers, XXX engagements "$MCRI $AIR $SNV $SLG $AA $FR $KMI $SRPT $TFIN $UAL $BRCC $ADM $STWD Feel free to follow me for pre-market and after-hours movers every day. AFTER-HOURS MOVERS: Currently Higher After Earnings: -- Monarch Casino & Resort (MCRI) up XXXX% -- AAR Corp. (AIR) up XXX% -- Synovus Financial (SNV) up XXX% -- SL Green Realty (SLG) up XXX% -- Alcoa (AA) up XXX% -- First Industrial Realty Trust (FR) up XXX% -- Kinder Morgan (KMI) up XXX% Currently Also Higher: -- Sarepta Therapeutics (SRPT) up XXXX% after announcing strategic restructuring and job cuts Currently Lower After Earnings: -- Triumph Financial"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1945654626541605138) 2025-07-17 01:19:46 UTC 5344 followers, XXX engagements "$SNA Snap-On reports Q2 EPS $XXXX consensus $XXXX -- Q2 revenue $1.18B consensus $1.16B"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1945794183714750942) 2025-07-17 10:34:19 UTC 5307 followers, XXX engagements "$PNC $JNJ $MTB $CBSH $BAC $GS $PGR $FHN $DPRO $RGTI $ASML $MS Feel free to follow me for pre-market and after-hours movers every day. PRE-MARKET MOVERS: Currently Higher After Earnings: -- PNC Financial (PNC) up XXX% -- Johnson & Johnson (JNJ) up XXX% -- M&T Bank (MTB) up XXX% -- Commerce Bancshares (CBSH) up XXX% -- Bank of America (BAC) up XXX% -- Goldman Sachs (GS) up XXX% -- Progressive (PGR) up XXX% -- First Horizon (FHN) up XXX% Currently Also Higher: -- Draganfly (DPRO) up XXXX% after announcing Commander3 XL UAV selected by U.S. DoD branch -- Rigetti Computing (RGTI) up XXX% after"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1945472613301596557) 2025-07-16 13:16:30 UTC 5340 followers, XXX engagements "$CANG Cango produces XXX bitcoins in June Cango announced its production update for crypto mining business in June"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1940001884820938911) 2025-07-01 10:57:47 UTC 5320 followers, XXX engagements "$SRAD Sportradar price target raised to $XX from $XX at Truist Will try to post more info later today"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1945432223412371855) 2025-07-16 10:36:01 UTC 5336 followers, XXX engagements "$TTAN ServiceTitan 2.55M share Block Trade priced at $XXXXXX The deal range was $105.55-$107.18. Goldman Sachs acted as sole book running manager for the offering"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1940038327983644821) 2025-07-01 13:22:36 UTC 5287 followers, XXX engagements "$GME $QNTM Quantum BioPharma purchases 2000 shares of GameStop"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1947615868881670422) 2025-07-22 11:13:02 UTC 5344 followers, 3282 engagements "$MOH Molina Healthcare sees FY25 adjusted EPS $21.50-$22.50 consensus $XXXXX The Company now expects its full year 2025 adjusted earnings to be in the range of $XXXXX to $XXXXX per share reflecting a consolidated pre-tax margin of just under X% the low-end of its long-term guidance range"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1942170771834442030) 2025-07-07 10:36:10 UTC 5315 followers, XXX engagements "$JPM JPMorgan says 'everything on the table' for use of excess capital - How about a contribution to the DonCorleone77 retirement fund"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1945117022007771599) 2025-07-15 13:43:31 UTC 5314 followers, XXX engagements "$ZION Zions Bancorp reports Q2 EPS $XXXX consensus $XXXX -- Q2 revenue $838M consensus $810.01M"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1947389971935203556) 2025-07-21 20:15:24 UTC 5326 followers, XXX engagements "$GMED Globus Medical reports Q4 EPS 84c consensus 75c Reports Q4 revenue $657.29M consensus $646.19M. "I'm proud of our team at Globus Medical delivering incredible results for 2024. We made significant progress integrating the business and creating a strong foundation for future growth while remaining focused on improving patient outcomes. Our spine sales force is the most dedicated and talented team in the market. Our innovation engine delivered a record amount of new product launches in 2024 and remains unmatched in our industry." said Dan Scavilla President and CEO. "The potential for"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1892692503050035205) 2025-02-20 21:47:11 UTC 5314 followers, XXX engagements "$TLN Attached is page X of a 4-page Oppenheimer analyst report on TLN issued Thursday (7/17) entitled: "Expands Power Portfolio; Announces Acquisition of PJM Natural Gas Plants" Oppenheimer has a 'Outperform' rating on TLN with a $XXX price target. Oppenheimer's 'Summary' regarding TLN in the report includes the following: "Talen announced it has agreed to acquire Caithness Energys Moxie Freedom Energy Center (PA) and Caithness/BlackRocks Guernsey Power Station (OH) both CCGT plants in PJM. The gross/net acquisition price is $3.8B/$3.5B (6.7x FY26E EBITDA and $1300/kW vs. TLNs current"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1946595349914951723) 2025-07-19 15:37:52 UTC 5300 followers, XXX engagements "$J Jacobs appointed as consultant to Iarnrod Eireann"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1947607172663185783) 2025-07-22 10:38:29 UTC 5344 followers, XXX engagements "$MLI Mueller Industries reports Q2 EPS $XXXX vs. $XXXX last year -- Q2 revenue $1.14B vs. $997.75M last year"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1947616320477905025) 2025-07-22 11:14:50 UTC 5344 followers, XXX engagements "$GOOGL $GOOG From The Wall Street Journal: "How YouTube Won the Battle for TV Viewers" -- A generation that grew up watching YouTubers on tablets and phones have migrated to TVs and Hollywood is losing ground"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1947130566068797595) 2025-07-21 03:04:37 UTC 5323 followers, XXX engagements "$JBLU JetBlue investor Galkin weighs selling nearly XX% stake Reuters says JetBlue's second-biggest stakeholder Vladimir Galkin is threatening to sell his nearly XX% interest in the carrier if its cost-cutting plan and broader efforts fail to turn around its performance Reuters' Doyinsola Oladipo reports. "I am underwater a little bit and just going to have to hold on to it. I don't want to say for as long as it takes obviously but maybe for another year" Galkin a major winner from the so-called "meme stock" rally of 2021 told Reuters. The investor owns roughly 35M shares or $212M in JetBlue"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1938192414100885512) 2025-06-26 11:07:36 UTC 5321 followers, XXX engagements "$FSLR $RUN $ENPH $FLNC $GEV $BLDP Senate version of budget bill positive for First Solar Sunrun says BMO Capital BMO Capital analyst Ameet Thakkar notes that the Senate version of the One Big Beautiful Bill Act - OBBBA - is positive for First Solar (FSLR) as it removes the risk to reduction of 45X Advanced Manufacturing Production Tax Credit and that the company can continue booking $0.17/w of stacked credit vs falling to $0.07/w. For SunRun (RUN) the solar lease eligibility for Section 48E ITCs - Investment Tax Credits - is also unexpectedly back in until 2027-end and given high short"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1939663480828629497) 2025-06-30 12:33:05 UTC 5312 followers, 2921 engagements "$MSCI MSCI reports Q2 adjusted EPS $XXXX consensus $XXXX -- Q2 revenue $772.7B consensus $764.28M"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1947611913916916177) 2025-07-22 10:57:19 UTC 5343 followers, XXX engagements "$CRWD Attached is page X of a 23-page Morgan Stanley analyst report on CRWD issued today entitled: "Taking a Pause as Valuation Looks Full; Downgrade to Equal-weight" Morgan Stanley has a 'Equal Weight' rating on CRWD with a $XXX price target. Morgan Stanley's summary statement regarding CRWD in the report includes the following: "Stepping to the sidelines given full valuation after XX% run and rising growth expectations. Still a compelling long-term story but the second half acceleration we expect now looks well priced in the shares. Moving to EW. Valuation: Risk-Reward Seems Balanced: At"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1944861311948452120) 2025-07-14 20:47:25 UTC 5300 followers, XXX engagements "$NXPI NXP Semiconductors reports Q2 EPS $XXXX consensus $XXXX -- Q2 revenue $2.93B consensus $2.9B"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1947390175543496979) 2025-07-21 20:16:13 UTC 5336 followers, XXX engagements "$FIVE $AMKBY Five Below asks vendors to turn away shipments waiting in China Bloomberg says Five Below (FIVE) shares were under pressure after the company asked vendors to cancel shipments of products waiting in China before they set off for the U.S. Bloomberg's Reshmi Basu and Carrington York reported yesterday citing a memo. Shipping giant Maersk (AMKBY) sent a letter to suppliers on behalf of the discount retailer saying the company has opted to suspend its cargo shipments amid the impacts of U.S. and China tariffs the authors say noting that it is unclear if the memo went out to all Five"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1910725104864022680) 2025-04-11 16:02:19 UTC 5344 followers, XXX engagements "$CTSH Cognizant Aker Solutions extend partnership Cognizant and Aker Solutions have extended their partnership which began in 2016 with a new multi-year agreement. Using the Cognizant Neuro platform this agreement aims to transform Aker Solutions' IT service delivery. Under the new agreement Cognizant has introduced a transformation roadmap that focuses on upgrading current services without disrupting stable operations"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1939629841541746734) 2025-06-30 10:19:25 UTC 5312 followers, XXX engagements "$BAC Bank of America reports Q2 EPS 89c consensus 87c -- Q2 revenue $26.5B consensus $26.77B"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1945436894931693733) 2025-07-16 10:54:34 UTC 5333 followers, XXX engagements "$SHW Sherwin-Williams reports Q2 adjusted EPS $XXXX consensus $XXXX -- Q2 revenue $6.31B consensus $6.3B"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1947613942487859577) 2025-07-22 11:05:23 UTC 5343 followers, XXX engagements "$PM Philip Morris reports Q2 adjusted EPS $XXXX consensus $XXXX -- Q2 revenue $10.14B consensus $10.33B"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1947613283344920816) 2025-07-22 11:02:46 UTC 5343 followers, XXX engagements "$VZ Verizon raises FY25 adjusted EPS growth to 1%-3% from 0%-3% -- FY25 EPS consensus $4.69"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1947251973574537701) 2025-07-21 11:07:03 UTC 5323 followers, XXX engagements "$PSMT $LEVI $WDFC $COIN $RIOT $MARA $WULF $BTDR $TKNO Feel free to follow me for pre-market and after-hours movers every day. AFTER-HOURS MOVERS: Currently Higher After Earnings: -- PriceSmart (PSMT) up XXX% -- Levi Strauss (LEVI) up XXX% -- WD-40 Company (WDFC) up XXX% Currently Also Higher: Crypto Higher As Bitcoin tops $115K: -- Coinbase (COIN) up XXX% -- Riot Platforms (RIOT) up XXX% -- MARA Holdings (MARA) up XXX% -- TeraWulf (WULF) up XXX% -- Bitdeer Technologies (BTDR) up XXX% Currently Lower: -- Alpha Teknova (TKNO) down XXX% after equity offering"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1943478000172814411) 2025-07-11 01:10:37 UTC 5337 followers, XXX engagements "$NFLX Attached is page X of a 21-page TD Cowen analyst report on NFLX issued yesterday entitled: "NFLX 2Q25 REVIEW: STRONG 2Q RESULTS; MGMT RAISES '25 REV MARGIN & FCF GUIDE" TD Cowen has a 'Buy' rating on NFLX with a $1450 price target. TD Cowen's 'Insight' regarding NFLX in the report includes the following: "NFLX reported 2Q rev in line with consensus est's & slightly above guide driven by member pricing & ad rev growth as well as FX tailwinds; 2Q Op Inc was +4% vs consensus driven by rev upside. Given strong 2Q results and 3Q guide (rev/Op Inc X% & X% above consensus) mgmt raised '25 rev"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1946764714186604953) 2025-07-20 02:50:51 UTC 5333 followers, XXX engagements "$CASS Cass Information Systems reports Q2 EPS 66c vs. 32c last year -- Q2 revenue $44.4M vs. $46.41M last year"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1945818697622270144) 2025-07-17 12:11:43 UTC 5314 followers, XXX engagements "$TWLO Attached is a Mizuho analyst note regarding TWLO issued today entitled: "2Q25 Preview: Expecting Another Beat & Raise; Price Increase Reinforces Double-Digit Growth " Mizuho has a 'Outperform' rating on TWLO with a $XXX price target"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1945119878928621809) 2025-07-15 13:54:52 UTC 5344 followers, 1559 engagements "$AAPL $AMAT $ARM $BABA $COF $COIN $DASH $DELL $GM $JD $KO $MSFT $RDDT $SBUX $TSLA Hey Everyone In addition to the information relating to company analyst reports/notes that I posted today I will also be posting information regarding analyst reports/notes this evening for the following companies: 1) AAPL 2) AMAT 3) ARM 4) BABA 5) COF 6) COIN 7) DASH 8) DELL 9) GM 10) JD 11) KO 12) MSFT 13) RDDT 14) SBUX 15) TSLA Feel free to check back this evening if any of these companies are of interest to you. I hope this information is useful to many members. Cheers DC77"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1947381401679970537) 2025-07-21 19:41:21 UTC 5343 followers, 2340 engagements "$TSM Taiwan Semiconductor Manufacturing beats by $XXXX reports revs in-line; guides Q3 revs above consensus -- Reports Q2 (Jun) earnings of $XXXX per share $XXXX better than the FactSet Consensus of $2.39; revenues rose XXXX% year/year to $XXXXX bln vs the $XXXXX bln FactSet Consensus. -- Gross margin for the quarter was XXXX% operating margin was XXXX% and net profit margin was 42.7%. -- In the second quarter shipments of 3-nanometer accounted for XX% of total wafer revenue; 5-nanometer accounted for 36%; 7-nanometer accounted for 14%. -- Advanced technologies defined as 7-nanometer and more"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1945814745241788660) 2025-07-17 11:56:01 UTC 5307 followers, XXX engagements "$IPG Interpublic Group reports Q2 adjusted EPS 75c consensus 57c -- Q2 revenue $2.54B vs $2.71B last year"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1947614915943866380) 2025-07-22 11:09:15 UTC 5344 followers, XXX engagements "$EXOD Exodus Movement files $1B mixed securities shelf"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1927460286560137442) 2025-05-27 20:21:57 UTC 5325 followers, 6133 engagements "$HCA $THC $CYH $ARDT RBC a buyer of hospital stocks on White House memo selloff RBC Capital analyst Ben Hendrix is a buyer of acute care hospital stocks on Monday's pullback including HCA Healthcare (HCA) Tenet Healthcare (THC) Community Health (CYH) and Ardent Health (ARDT). The firm says hospital stocks are trading lower on a presidential memo released Friday highlighting Medicaid supplemental payment programs and apparently drawing concern over potential cuts to state-directed payments. While "optically hawkish" the memo is consistent with grandfathering of existing state-directed payment"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1932131740404814025) 2025-06-09 17:44:38 UTC 5336 followers, XXX engagements "$NFLX Attached is page X of a 8-page Benchmark analyst report on NFLX issued yesterday entitled: "The Truth Goes Marching On" Benchmark has a 'Hold' rating on NFLX without a price target. Benchmark's summary statement regarding NFLX in the report includes the following: "It was another solid print for Netflix (NFLX: Hold) with a slight beat on revenue but an almost $XXX million outperformance on operating income with both leading to respective guidance raises for the full year. Shares traded roughly flat after hours however likely reflecting a combination of X things: 1) Significantly"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1946740005423944164) 2025-07-20 01:12:40 UTC 5323 followers, XXX engagements "$MSFT From The Wall Street Journal: "The AI Exec Who Isnt Trying to Become God" -- Microsofts Mustafa Suleyman is focused on solving social problems rather than racing for superintelligence"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1947251556862038163) 2025-07-21 11:05:23 UTC 5327 followers, XXX engagements "$AAPL $AVGO $BE $GOOGL $HIMS $MBLY $MNST $MO $MSFT Hello Everyone I have now posted information regarding analyst reports/notes for the companies mentioned in the re-shared post below. I hope this information is useful to everyone. Cheers DC77"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1943122336086949907) 2025-07-10 01:37:21 UTC 5315 followers, 1439 engagements "$AVAV $CHX AeroVironment to replace ChampionX in the S&P XXX at open on 7/18"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1945256827245007251) 2025-07-15 22:59:03 UTC 5289 followers, XXX engagements "$NA Nano Labs expands BNB strategic reserve to $90M"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1947602559239180494) 2025-07-22 10:20:09 UTC 5343 followers, XXX engagements "$CRDO Note: I am currently long CRDO. Attached is page X of a 5-page Bank of America analyst report on CRDO issued yesterday entitled: "Mgmt call takeaways: AI connectivity specialist 5x growth oppty." Bank of America has an 'Buy' rating on CRDO with a $XXX price target. Bank of America's summary statement regarding CRDO in the report includes the following: "Increasing opportunities in both AECs/optics PO $120: On Tuesday we hosted CRDO CEO Bill Brennan CFO Daniel Fleming VP AEC/Product Don Barnetson and VP IR Dan ONeil for a well-attended investor call. Key highlights include: 1) mgmt sees"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1942902706743501045) 2025-07-09 11:04:37 UTC 5296 followers, XXX engagements "$AMAT Goldman Sachs initiates AMAT with Buy and $XXX price target"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1943272380157014211) 2025-07-10 11:33:34 UTC 5324 followers, XXX engagements "$ENPH Barclays lowered the firm's price target on Enphase Energy to $XX from $XX and keeps an Underweight rating"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1944706514771472814) 2025-07-14 10:32:18 UTC 5343 followers, XXX engagements "$PSN Parsons price target raised to $XX from $XX at Jefferies Jefferies analyst Sheila Kahyaoglu raised the firm's price target on Parsons to $XX from $XX and keeps a Hold rating on the shares. The firm is lowering 2025 revenues from $7.1B to $6.6B by removing second half of the year Confidential revenues and $75M in broader FS portfolio for bidding uncertainty. Margins remain at XXX% as Confidential pressure in FS is offset by optimistic second half for CI on Middle East revenue drop-through"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1940480838665150843) 2025-07-02 18:40:58 UTC 5343 followers, XXX engagements "$META Attached is page X of a 14-page Citizens analyst report on META issued Thursday (7/17) entitled: "Superintelligence and AI Investments Could Drive Meta's CapEx to Nearly $100B Next Year" Citizens has a 'Market Outperform' rating on META with a $XXX price target. Citizens' summary statement regarding META in the report includes the following: "With Meta making material investments in its superintelligence team including researchers and compute we believe the company is going through a significant investment cycle and we expect 2026 CapEx to surprise the Street as Meta builds multiple 1"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1946958716235923618) 2025-07-20 15:41:45 UTC 5337 followers, XXX engagements "$MP $AAPL Fox Business - Apple expected to announce $500M commitment to MP Materials"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1945116304551088425) 2025-07-15 13:40:40 UTC 5323 followers, XXX engagements "$LCID $UBER Lucid Group Nuro and Uber partner on autonomous robotaxi program"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1945826812942004669) 2025-07-17 12:43:58 UTC 5309 followers, XXX engagements "$CNC Centene withdraws 2025 GAAP adjusted EPS guidance Centene is withdrawing its previous 2025 GAAP and adjusted diluted earnings per share guidance including the underlying guidance elements. The Company recently received and analyzed its first view of 2025 industry Health Insurance Marketplace (Marketplace) data from Wakely an independent actuarial firm covering XX of Centene's XX Marketplace states and representing approximately XX% of the Company's Marketplace membership. This data is submitted to Wakely by most Marketplace insurance carriers. Based upon the Company's preliminary"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1940150231909253250) 2025-07-01 20:47:16 UTC 5323 followers, 7034 engagements "$AMAT Applied Materials downgraded to Neutral from Buy at Rothschild & Co Redburn Rothschild & Co Redburn downgraded Applied Materials to Neutral from Buy with a price target of $XXX down from $XXX. The firm believes China's push for semiconductor self-sufficiency challenges much of Applied Materials' portfolio at a time when competitors have taken share in the company's core physical vapor deposition business. Rothschild is concerned that U.S. export restrictions will accelerate China's strategy to become XX% self-sufficient in semiconductor wafer fabrication equipment"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1942168391252427049) 2025-07-07 10:26:42 UTC 5323 followers, XXX engagements "$NVDA From Reuters: "Nvidia's China restart faces production obstacles The Information reports""  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1947131849836269686) 2025-07-21 03:09:43 UTC 5318 followers, XXX engagements "$CFG Citizens Financial reports Q2 EPS 92c consensus 88c -- Q2 revenue $2.04B consensus $2.01B"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1945792930834239793) 2025-07-17 10:29:20 UTC 5343 followers, XXX engagements "$DIA $SPY $QQQ $IWM $TLT $AAPL $NVDA $META $GOOGL $TSLA $AMZN $NFLX Below is a link to a list of rules/advice from one of my caporegimes on @Stocktwits . @RonIsWrong. If you are new to investing this list can be invaluable. If you have been around for a while this is a great list of reminders. Btw I will add that the last sentence of point #7 is particularly noteworthy. That is anyone who tries to make you think all of their trades are successful is not telling you the whole story. We all make trades that don't work. We just need to be able to admit quickly when we are wrong and make sure the"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1944414763900923945) 2025-07-13 15:12:59 UTC 5323 followers, XXX engagements "$ISRG Attached is page X of a 6-page Piper Sandler analyst report on ISRG issued yesterday entitled: "VC Portfolio/Patents Give Some Potential Clues About New Areas Of Interest LT" Piper Sandler has a 'Overweight' rating on ISRG with a $XXX price target. Piper Sandler's 'Conclusion' regarding ISRG in the report includes the following: "Investor attention and enthusiasm around da Vinci X (DV5) has been robust and for good reason in our view. We often get asked about what new procedures DV5 will unlock and thus grow ISRGs already massive TAM. While we do believe DV5 will bring soft tissue"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1943995041996767403) 2025-07-12 11:25:10 UTC 5321 followers, XXX engagements "$PCAR Paccar reports Q2 EPS $XXXX consensus $XXXX -- Q2 revenue $7.51B consensus $7.03B"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1947629667214610875) 2025-07-22 12:07:52 UTC 5344 followers, XXX engagements "$KKR Torrent Pharma to acquire controlling stake in JB Pharma from KKR Torrent Pharmaceuticals and global investment firm KKR announced that Torrent has entered into definitive agreements to acquire controlling stake in J. B. Chemicals and Pharmaceuticals or JB Pharma from KKR at an Equity Valuation of INR 25689 crores followed by a merger of the two entities. The transaction marks a significant step in Torrent's ambition to create a future-ready diversified healthcare platform combining a deep chronic segment heritage with emerging international CDMO capabilities. The transaction will be"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1939446467216748698) 2025-06-29 22:10:45 UTC 5337 followers, XXX engagements "$ORCL $PARA $PARAA From Bloomberg: "Oracle in Talks for $XXX Million Skydance-Paramount Cloud Deal" Takeaways: -- Oracle Corp. is in discussions with Skydance Media LLC for a major software deal once Skydance's acquisition of Paramount Global is complete. -- The new arrangement is expected to be worth about $XXX million per year with Paramount and its subsidiaries using Oracle's cloud software according to people familiar with the matter. -- The deal could potentially save Paramount hundreds of millions of dollars as they update their systems according to one of the people familiar with the"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1947606668998574325) 2025-07-22 10:36:29 UTC 5344 followers, XXX engagements "$RAL $WOLF $FTV Ralliant to replace Wolfspeed in S&P XXX at open on July X Ralliant Corp. (RAL) will replace Wolfspeed Corp. (WOLF) in the S&P SmallCap XXX effective prior to the opening of trading on Tuesday July X. S&P XXX constituent Fortive Corp. (FTV) is spinning off Ralliant in a transaction expected to be completed on June XX. Fortive will remain in the S&P XXX post spin-off. Wolfspeed announced its intention to file for bankruptcy on or before July X and is therefore no longer eligible for continued inclusion in the S&P SmallCap 600"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1937993942525710823) 2025-06-25 21:58:56 UTC 5323 followers, 1043 engagements "$HPE $JNPR $PINS $RDDT $META $SNAP $KKR $MSFT $FOX TOP X WEEKEND STORIES: 1) Hewlett Packard Enterprise (HPE) and Juniper Networks (JNPR) announced they have reached an agreement with the U.S. Department of Justice that subject to court approval resolves the DOJ's lawsuit challenging HPE's acquisition of Juniper and clears the way for the transaction to close. 2) U.S. President Donald Trump told Fox News in an interview broadcast that he has found a buyer for the TikTok app which he described as a group of "very wealthy people" who will be revealed in about two weeks Reuters reports. Trump"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1939551379401355536) 2025-06-30 05:07:38 UTC 5323 followers, XXX engagements "$PSN KeyBanc raises Parsons price target to $XX from $XX and keeps Overweight rating"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1945477104352505904) 2025-07-16 13:34:21 UTC 5343 followers, XXX engagements "#uranium #nuclear #nuclearstocks $CCJ $CEG $UUUU $UROY $LEU $ASPI $EU $DNN $NNE $URA $URNM $URNJ $SRUUF $OKLO $NXE $SMR $UEC Thanks to @hcrubin2009 for pointing me to this article. From Reuters Today: "EU opens door to funding nuclear energy in next budget" BRUSSELS (Reuters) -The European Commission wants to open up part of its proposed X trillion euro EU budget for 2028-2034 to nuclear energy a move likely to divide the bloc's member states which Germany immediately rejected. In an annex to its mammoth budget proposal published on Wednesday the Commission listed nuclear power as an activity"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1945897126480789994) 2025-07-17 17:23:22 UTC 5343 followers, 1153 engagements "$BA $RYAAY From Bloomberg: "Ryanair Says Tariff Cost Are On Boeing Could Pause Deliveries""  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1947244505100398600) 2025-07-21 10:37:22 UTC 5323 followers, XXX engagements "$MP $UUUU $NB From Reuters: "Exclusive: China quietly issues 2025 rare earth quotas sources say""  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1946154264411213830) 2025-07-18 10:25:09 UTC 5336 followers, 1676 engagements "$META $PINS $DASH $UBER $CVNA Attached is a Citi analyst note on META PINS DASH UBER AND CVNA issued today entitled: "Internet Traffic Trands Analysis: Positive Trends for META PINS DASH UBER AND CVNA""  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1947358602097783232) 2025-07-21 18:10:45 UTC 5343 followers, XXX engagements "$ENVX I know there are a lot of people here interested in ENVX. Attached is a B. Riley analyst note from today. B. Riley has a 'Buy" rating on ENVX and they raised their price target from $XX to $17"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1943329947973562799) 2025-07-10 15:22:19 UTC 5301 followers, 3111 engagements "$IBM Attached is page X of a 12-page Bank of America analyst report on IBM issued yesterday entitled: "Tough near-term setup given YTD outperformance but structural LT tailwinds" Bank of America has a 'Buy' rating on IBM with a $XXX price target. Bank of America's summary statement regarding IBM in the report includes the following: "Focus will be on growth and cash flows: IBM reports F2Q25 earnings on July 23rd and we believe investors expect an acceleration in RHT potential FX tailwinds and for Consulting to be weak (similar to peers). While the tactical setup is a bit challenging given"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1947276355189559399) 2025-07-21 12:43:56 UTC 5332 followers, XXX engagements "$AMD $ASML $ASTS $BA $BAC $BIDU $COIN $GEV $GS $IBM $INTC $META $MS $PEP $PINS $SBUX $TSM $VRT Hello Everyone I have now posted information regarding analyst reports/notes for the companies mentioned in the re-shared post below. I hope this information is useful to everyone. Cheers DC77"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1946049035774665184) 2025-07-18 03:27:00 UTC 5304 followers, 1616 engagements "$CSCO Attached is page X of a 15-page Wells Fargo analyst report on CSCO issued yesterday entitled: "Wells-Hosted Tech Talk w/ EVP of Cisco Common Hardware Group Martin Lund - A Positive Overview of Cisco Silicon One Strategy" Wells Fargo has a 'Overweight' rating on CSCO with a $XX price target. Wells Fargo's 'Call' regarding CSCO in the report includes the following: "On Friday (7/11) we hosted a Cisco Silicon One (S1) Tech Talk w/ EVP of Cisco Common Hardware Group Martin Lund + VP IR & Strategic Finance Sami Badri. Positive overview; re-highlight our prior note / views on Cisco's S1"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1944828688018690295) 2025-07-14 18:37:47 UTC 5311 followers, XXX engagements "$CAN Canaan mines XX bitcoin in June Canaan released its unaudited bitcoin mining update for the month ending June XX 2025. "Our June production numbers demonstrated the resilience of our mining operations" said Nangeng Zhang chairman and chief executive officer of Canaan "Following a record-breaking May June production totaled XX bitcoins primarily due to a temporary reduction in operating hashrate. The decrease was primarily due to reduced uptime from weather-related curtailment and maintenance. During the month certain areas of Texas were impacted by both severe storms and continuous high"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1942207136945066385) 2025-07-07 13:00:40 UTC 5293 followers, XXX engagements "$IBKR $INDB $WAL $TELO $BZAI $TLN $NSC $CSX $UNP $JBL $NFLX $YHC Feel free to follow me for pre-market and after-hours movers every day. AFTER-HOURS MOVERS: Currently Higher After Earnings: -- Interactive Brokers (IBKR) up XXX% -- Independent Bank (INDB) up XXX% -- Western Alliance (WAL) up XXX% Currently Also Higher: -- Telomir Pharmaceuticals (TELO) up XXXXX% after data demonstrated that Telomir-1 reversed epigenetic silencing by DNA methylation of the STAT1 gene a tumor suppressor and immune response regulator in a dose-dependent manner -- Blaize Holdings (BZAI) up XXXX% after announcing"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1945979474563965204) 2025-07-17 22:50:35 UTC 5320 followers, XXX engagements "$TSM From Bloomberg: "TSMCs Taiwan Stock Value Surpasses $X Trillion Amid AI Frenzy" Takeaways: -- Taiwan Semiconductor Manufacturing Co.'s market value hit $X trillion for the first time in Taipei last week driven by robust artificial intelligence demand. -- TSMC's stock surge reflected growing investor confidence that the company will ride the AI boom to even greater dominance with a raised sales forecast of about XX% revenue growth. -- Analysts including those from Goldman Sachs Group Inc. and JPMorgan Chase & Co. expressed positive views on TSMC's prospects citing strong AI spending by"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1947605701599137981) 2025-07-22 10:32:38 UTC 5344 followers, XXX engagements "$AZN Attached is page X of a 7-page Bank of America analyst report on AZN issued today entitled: "Baxdrostat hits in hypertension PIII trial detailed data at ESC in August" Bank of America has a 'Buy' rating on AZN with a $1450 GBp (US$91.70) price target. Bank of Americas summary statement regarding AZN in the report includes the following: "Baxdrostat hits in PIII BaxHTN monotherapy trial: AZN released positive headline data today for its PIII BaxHTN trial of baxdrostat (ASI) monotherapy in resistant/uncontrolled hypertension (HTN). BaxHTN met primary endpoint of seated SBP vs placebo at 12"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1944854885729808634) 2025-07-14 20:21:53 UTC 5337 followers, XXX engagements "$QS QuantumScape Murata announce framework for ceramics collaboration QuantumScape Corporation and Murata Manufacturing Co. have entered into the first phase of an agreement to explore a collaboration for high-volume manufacturing of ceramic film for QS's solid-state battery technology. Murata Manufacturing Co. is a worldwide leader in the design manufacture and sale of ceramic-based passive electronic components & solutions communication modules and power supply modules. "Murata's deep expertise in high-precision ceramics manufacturing makes them an exceptional partner as we look to scale"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1915151060228071851) 2025-04-23 21:09:29 UTC 5303 followers, XXX engagements "$ARE Alexandria Real Estate reports Q2 adjusted FFO $XXXX consensus $XXXX -- Q2 revenue $762.0M consensus $748.02M"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1947390370427637867) 2025-07-21 20:16:59 UTC 5343 followers, XXX engagements "$PEP $TSM $TCBI $GE $SNA $LCID $UBER $J $ABT $USB $NVS $ELV $MMC $ADM $KO $MU Feel free to follow me for pre-market and after-hours movers every day. PRE-MARKET MOVERS: Currently Higher After Earnings: -- PepsiCo (PEP) up XXX% -- Taiwan Semiconductor (TSM) up XXX% -- Texas Capital (TCBI) up XXX% -- GE Aerospace (GE) up XXX% -- Snap-On (SNA) up XXX% Currently Also Higher: -- Lucid (LCID) up XXXX% after announcing partnership with Nuro and Uber (UBER) on autonomous robotaxi program -- Jacobs (J) up XXX% after being selected to design light rail extension in Seattle Currently Lower After"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1945833396518711543) 2025-07-17 13:10:08 UTC 5303 followers, XXX engagements "$AMBA $COHR $CRDO $LITE $MCHP $MXL $ON $PI $QRVO $SLAD $STM $SKWS $TXN $WOLF $SMH Attached are price target updates from Susquehanna for the stocks included in this post:"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1947702751611523459) 2025-07-22 16:58:17 UTC 5344 followers, XXX engagements "#uranium #nuclear #nuclearstocks $OKLO Attached is a B. Riley analyst note regarding OKLO issued today entitled: "Company Update" B. Riley has a 'Buy' rating on OKLO with a $XX price target. (Please don't ask me how they can have a 'Buy' rating with a price target below the current price)"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1945658939036848251) 2025-07-17 01:36:54 UTC 5337 followers, XXX engagements "$EHGO $HP EShallGo subsidiary enters cooperation framework agreement Eshallgo (EHGO) announced that its subsidiary Shanghai Eshallgo Enterprise Development has entered into a cooperation framework agreement on HP Smart Printing Services (HP) with Beijing Puyunte Technology. This collaboration marks the official launch of a strategic partnership between solution partners and collaborators of China Hewlett-Packard and EHGO in the Chinese printing service sector. The two parties will collaborate to develop office solutions"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1939631020350796069) 2025-06-30 10:24:06 UTC 5323 followers, XXX engagements "$KO $PM $RTX $DHR $LMT $SHW $GM $NOC $DGX $THC Some notable companies reporting before tomorrow's open with earnings consensus estimates: -- Coca-Cola (KO) consensus 84c -- Philip Morris (PM) consensus $XXXX -- RTX Corp. (RTX) consensus $XXXX -- Danaher (DHR) consensus $XXXX -- Lochkheed Martin (LMT) consensus $XXXX -- Shermin-Williams (SHW) consensus $XXXX -- General Motors (GM) consensus $XXXX -- Northrop Grumman (NOC) consensus $XXXX -- Quest Diagnostics (DGX) consensus $XXXX -- Tenet Healthcare (THC) consensus $2.87"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1947366759713149337) 2025-07-21 18:43:10 UTC 5344 followers, XXX engagements "$SAIL SailPoint reports Q1 adjusted EPS 1c consensus (1c) Reports Q1 revenue $230.47M consensus $225.16M. "We delivered another strong quarter driven by continued expansion across our customer base and strong adoption among Fortune XXX and Forbes Global 2000 companies" said Mark McClain CEO and Founder SailPoint. "Enterprises are turning to SailPoint to manage both human and digital identities at the scale and speed required to stay ahead. Our ability to deliver both breadth and depth of identity security-on a platform that's AI and data-driven and built for extensibility-combined with"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1932756151889719318) 2025-06-11 11:05:50 UTC 5313 followers, XXX engagements "$KEY KeyCorp reports Q2 EPS 35c consensus 34c -- Q2 revenue $1.84B consensus $1.8B"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1947609847773511807) 2025-07-22 10:49:07 UTC 5343 followers, XXX engagements "$DO $HAL $NBR $NE $RIG $SLB $BKR $WFRD EPA's Zeldin adds energy dominance to agency's mission WSJ reports EPA administrator Lee Zeldin has added mandates such as energy dominance to the agency's original mission The Wall Street Journal's Scott Patterson and Kris Maher report. EPA employees are concerned about the shift to ease rules on U.S. industries and cutbacks on key research programs and Zeldin's current stance puzzles those who previously collaborated with him on environmental campaigns according to the report. "I don't accept that it's a binary choice between protecting the environment"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1939992029141864848) 2025-07-01 10:18:37 UTC 5344 followers, XXX engagements "$COHR Coherent price target raised to $XX from $XX at Northland Northland raised the firm's price target on Coherent (COHR) to $XX from $XX and keeps an Outperform rating on the shares. The price target increase follows "extremely positive" comments from Ciena (CIEN) last week noting a material increase in business activity since earnings just a few weeks ago the analyst tells investors in a research note. The firm expects double digit growth for Coherent in fiscal 2026"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1939678834233626946) 2025-06-30 13:34:06 UTC 5323 followers, XXX engagements "$PARA $PARAA Paramount President Trump in settlement talks for XX Minutes interview lawsuit In a court filing Plaintiffs President Donald J. Trump and Representative Ronny Jackson together with Defendants Paramount Global requested that the court stay all proceedings including all discovery deadlines and all motion practice until July X. The parties submit that good cause to stay all proceedings exists because the parties are engaged in good faith advanced settlement negotiations"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1939797054576107558) 2025-06-30 21:23:52 UTC 5315 followers, XXX engagements "$ROP Roper Technologies raises 2025 adj EPS view to $19.90-$20.05 from $19.80-$20.05 -- Consensus for 2025 EPS is $19.94"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1947252344086827030) 2025-07-21 11:08:31 UTC 5331 followers, XXX engagements "$PEP Attached is a Barclays analyst note regarding PEP issued today entitled: "A Step in the Right Direction" Barclays has a 'Equal Weight' rating on PEP with a $XXX price target"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1947359158161797620) 2025-07-21 18:12:58 UTC 5344 followers, XXX engagements "$META Attached is a Wedbush analyst note regarding META issued today entitled: "We believe investor sentiment has remained encouraging for Meta ahead of 2Q results" Wedbush has a 'Outperform' rating on META with a $XXX price target"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1945973857262653594) 2025-07-17 22:28:16 UTC 5303 followers, XXX engagements "$AMD $AMZN $BIDU $FUFU $GE $GOOGL $KTOS $LCID $META $MRUS $MSFT $NFLX $PEP $SBUX $SHOP $TLN $TSLA $TSM $UAL $UBER Hello Everyone I have now posted information regarding analyst reports/notes for the companies mentioned in the re-shared post below. I hope this information is useful to everyone. Cheers DC77"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1947128515586879538) 2025-07-21 02:56:28 UTC 5326 followers, 1165 engagements "$ENPH Mizuho lowered their price target on Enphase Energy to $XX from $XX - Keeps 'Outperform'"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1944723889784865218) 2025-07-14 11:41:21 UTC 5336 followers, XXX engagements "$AIRE reAlpha to sell 14.286M shares at 35c in registered direct offering"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1947395283408634308) 2025-07-21 20:36:31 UTC 5339 followers, XXX engagements "$BA Susquehanna raised their price target on Boeing to $XXX from $XXX - Keeps a 'Positive' rating"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1944717145331453987) 2025-07-14 11:14:33 UTC 5312 followers, XXX engagements "$SRAD I have been watching this one for a while and I took a small position this morning. Let's see what she wants to do from here: Sportradar initiated with a Buy at Truist Truist initiated coverage of Sportradar with a Buy rating and $XX price target. Sportradar as the largest B2B partner for the sports betting industry has become "increasingly important" to customers that include operators leagues and media says the analyst who sees upside to 2027 financial targets through higher market growth and new state legalization in-play mix and development of new revenue drivers"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1940054285229736389) 2025-07-01 14:26:00 UTC 5337 followers, XXX engagements "$NFLX $DIS From Bloomberg: "Netflix Using Startup Runway AIs Video Tools for Production" Takeaways: -- Netflix is using artificial intelligence video generation software from startup Runway AI in content production according to a person familiar with the matter. -- Walt Disney Co. has been testing out Runway's technology and has talked with the startup about possible uses for its generative AI tools but has no plans to integrate it into its content production pipeline at this time. -- Netflix co-Chief Executive Officer Ted Sarandos said the company is using AI in content production including"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1947606092105531634) 2025-07-22 10:34:11 UTC 5339 followers, XXX engagements "$DDC DDC Enterprise files $500M mixed securities shelf"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1947630172100038778) 2025-07-22 12:09:52 UTC 5343 followers, XXX engagements "$HOOD Citizens JMP raised the firm's price target on Robinhood to $XXX from $70"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1944702804636975146) 2025-07-14 10:17:34 UTC 5293 followers, XXX engagements "$PNC PNC Financial reports Q2 EPS $XXXX consensus $XXXX -- Q2 revenue $5.66B consensus $5.61B"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1945434466056339737) 2025-07-16 10:44:55 UTC 5307 followers, XXX engagements "$AXP American Express backs FY25 EPS view $15.00-$15.50 consensus $15.22"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1946165610297086281) 2025-07-18 11:10:14 UTC 5307 followers, XXX engagements "$ATHR Wow. Looks like a number of $MSTR wannabes starting to pop up: Aether announces proposed $40M public offering to acquire bitcoin"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1947273622025875668) 2025-07-21 12:33:04 UTC 5323 followers, XXX engagements "$COIN Citizens JMP raised the firm's price target on Coinbase to $XXX from $XXX - keeps outperform rating"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1944703106668708082) 2025-07-14 10:18:46 UTC 5343 followers, XXX engagements "$DIA $SPY $QQQ $IWM $TLT Oh my.lots of jokesters out there"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1944112844775338012) 2025-07-12 19:13:16 UTC 5323 followers, 1061 engagements "$LULU Goldman Sachs lowers price target on Lululemon to $XXX from $XXX -- Keeps 'Neutral' rating"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1947621753166938479) 2025-07-22 11:36:25 UTC 5343 followers, XXX engagements "$IVZ Invesco reports Q2 adjusted EPS 36c consensus 39c -- Q2 revenue $1.52B consensus $1.09B"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1947613779388149761) 2025-07-22 11:04:44 UTC 5343 followers, XXX engagements "$IIIN Insteel reports Q3 EPS 78c vs. 34c last year -- Q3 revenue $179.9M vs. $145.8M last year"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1945795768826126669) 2025-07-17 10:40:37 UTC 5330 followers, XXX engagements "$LMT Lockheed Martin: Q2 results include $1.6B of program losses; $169M other charges"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1947629909163315527) 2025-07-22 12:08:50 UTC 5343 followers, XXX engagements "$MO Attached is page X of a 32-page Jefferies analyst report on MO issued today entitled: "Between a Rock and a Hard Place: Initiating with an Underperform Rating" Jefferies has an 'Underperform' rating on MO with a $XX price target. Jefferies' summary statement regarding MO in the report includes the following: "We initiate on Altria with an Underperform rating and a TP of $XX. We see risk to the US Combustibles business due to accelerated -HSD volume declines and incremental downtrading-driven pressure. Moreover Altria's market-leading position in declining Traditional Oral is offsetting"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1943121204661096491) 2025-07-10 01:32:51 UTC 5336 followers, XXX engagements "$AMZN $AXP $BTDR $CMG $COF $COST $CVX $HUBS $META $MRK Hey Everyone In addition to the information relating to company analyst reports/notes that I posted today I will also be posting information regarding analyst reports/notes this evening for the following companies: 1) AMZN 2) AXP 3) BTDR 4) CMG 5) COF 6) COST 7) CVX 8) HUBS 9) META 10) MRK Feel free to check back this evening if any of these companies are of interest to you. I hope this information is useful to many members. Cheers DC77"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1943393696768012312) 2025-07-10 19:35:38 UTC 5311 followers, 2158 engagements "$QGEN Qiagen reports Q1 adjusted EPS 55c consensus 51c Reports Q1 revenue $483M consensus $476.78M. "QIAGEN delivered a solid start to 2025 exceeding our outlook on both sales and adjusted earnings. Our growth pillars QIAstat-Dx and QuantiFERON both posted double-digit sales gains while QIAcuity and QIAGEN Digital Insights both continued to build momentum and in Sample technologies we are focusing on automation and preparing for new instrument launches. These advancements highlight the execution of our focused strategy and our ability to perform amid global uncertainty. We have reaffirmed our"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1920220536925532503) 2025-05-07 20:53:46 UTC 5290 followers, XXX engagements "$GM Attached is page X of a 14-page Benchmark analyst report on GM issued today entitled: "Initiating Coverage at Buy with a $XX Target Price; Durable & Cash Generative Franchise with Underappreciated Upside" Benchmark has a 'Buy' rating on GM with a $XX price target. Benchmark's summary statement regarding GM in the report includes the following: "We believe General Motors (GM) presents a compelling opportunity for investors seeking exposure to a durable cash-generative U.S. industrial franchise with underappreciated upside potential. Despite recent market volatility related to tariffs and"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1947459409082302915) 2025-07-22 00:51:19 UTC 5344 followers, XXX engagements "$AMD Attached is a Wedbush analyst note regarding AMD issued today entitled: "Reports - Tuesday 8/5 AMC" Wedbush has a 'Outperform' rating on AMD with a $XXX price target"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1945973353195434140) 2025-07-17 22:26:16 UTC 5320 followers, 2165 engagements "$COF Attached is page X of a 19-page Bank of America analyst report on COF issued today entitled: "2Q Preview: Qualitative overlays vs portfolio performance" Bank of America has an 'Buy' rating on COF with a $XXX price target. Bank of America's summary statement regarding COF in the report includes the following: "COF: BofAe: ($3.71) vs consensus $3.31: What matters coming out of the 2Q print: Commentary on the Discover acquisition and synergy targets will be in focus when COF reports 2Q earnings. Reported results will have accounting noise from the acquisition but investors will likely look"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1943421811175362627) 2025-07-10 21:27:21 UTC 5311 followers, XXX engagements "$DGXX Digi Power X prices 4.8M shares at $XXXX in registered direct offering"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1947259480372080752) 2025-07-21 11:36:53 UTC 5343 followers, XXX engagements "$PM Philip Morris reports Q2 adjusted EPS ex-currency $XXXX consensus $XXXX -- Q2 revenue $10.14B consensus $10.33B"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1947613444993126421) 2025-07-22 11:03:24 UTC 5344 followers, XXX engagements "$PSN Attached is page X of a 20-page Raymond James analyst report on PSN issued yesterday entitled: "Swapping Two Ratings while Deploying a Lilly Pad Strategy'" Raymond James has a 'Strong Buy' rating on PSN with a $XX price target. Raymond James' summary statement regarding PSN in the report includes the following: "With the June quarter in the books the Big Beautiful Bill signed into law and significant stock volatility continuing we see the timing as appropriate to swap some ratings and look at whats in store for the Gov IT sector for rest of the year. YTD for Gov IT is best defined by one"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1942548666159382544) 2025-07-08 11:37:47 UTC 5303 followers, XXX engagements "$BIDU $KC Baidu appoints Haijian He as CFO Baidu (BIDU) announced the appointment of Haijian He as CFO of the company effective immediately. Concurrently Junjie He will step down from his position as interim CFO and assume the role of senior VP in charge of human resources and administrative functions. In addition Shanshan Cui will serve as secretary general to the organizational culture committee of Baidu. Haijian He joins Baidu from Kingsoft Cloud (KC) where he served as executive director and chief financial officer since January 2020"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1939998120269529095) 2025-07-01 10:42:49 UTC 5320 followers, XXX engagements "$CI $CNC $CVS $HUM $UNH $MOH $ELV From The Wall Street Journal: "Obamacare Insurers Seek Double-Digit Premium Hikes Next Year" -- Some enrollees could be hit with increases of more than XX% because of federal changes and higher health expenses"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1946156518899953924) 2025-07-18 10:34:06 UTC 5309 followers, XXX engagements "$AMRC Ameresco wins $20M contract for Los Angeles school solar projects Ameresco announced its partnership with the Los Angeles Unified School District to develop and install solar shade and carport structures at five middle school campuses. The $20.7M bond-funded project will install over XXX MW of solar PV systems and electric vehicle charging infrastructure. Ameresco will also provide operations and maintenance for the systems and a 25-year performance guarantee. The project is part of a larger initiative to install solar at XX Los Angeles schools supporting the district's clean energy"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1927716684820783430) 2025-05-28 13:20:47 UTC 5320 followers, XXX engagements "$APP Attached is a Citi analyst note regarding APP issued today entitled: "2Q25 Preview - We See Quite a Few Positives for 2H25 and 2026" Citi has a 'Buy' rating on APP with a $XXX price target"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1944831808090063069) 2025-07-14 18:50:10 UTC 5310 followers, 5409 engagements "$UBER Attached is page X of a 5-page Bank of America analyst report on UBER issued yesterday entitled: "AV deals continue to ramp adding Baidus Apollo Go" Bank of America has a 'Buy' rating on UBER with a $XXX price target. Bank of America's summary statement regarding UBER in the report includes the following: "Uber & Baidu announce long-term strategic partnership: Today Uber & Baidu announced a multi-year strategic partnership to deploy thousands of Baidus Apollo Go AVs on the Uber platform across multiple global markets outside of the US and mainland China with the first market launches in"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1945643675817505019) 2025-07-17 00:36:15 UTC 5289 followers, XXX engagements "$MBLY Attached is page X of a 4-page Oppenheimer analyst report on MBLY issued yesterday entitled: "Pre-announces 2Q Results Secondary Offering" Oppenheimer has an 'Outperform' rating on MBLY. Oppenheimer's summary statement regarding MBLY in the report includes the following: "As the race to the autonomous future intensifies MBLY pre-announced better than expected results on inventory normalization and strong customer sell-through. We have been encouraged by recent customer commentary pointing to consistent timelines for higher level ADAS solution introduction. We continue to see MBLY as the"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1943118335513706603) 2025-07-10 01:21:27 UTC 5290 followers, 1002 engagements "$SHW Sherwin-Williams sees 2025 adjusted EPS $11.20-$11.50 consensus $XXXXX -- Sees 2025 revenue growth up or down in low-single digits from 2024 revenue of $23.1B consensus $23.45B"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1947614760620478747) 2025-07-22 11:08:38 UTC 5343 followers, XXX engagements "$VKTX Attached is page X of a 26-page Piper Sandler analyst report on VKTX issued yesterday entitled: "Phase X VENTURE-Oral Data Expected Soon And Is The Next Significant Catalyst" Piper Sandler has a 'Overweight' rating on VKTX with a $XX price target. Piper Sandler's 'Conclusion' regarding VKTX in the report includes the following: "Ahead of VKTXs Ph2a VENTURE-Oral readout in 2H 2025 (we est in Aug) we reviewed data from competitive programs to characterize where the bar is for success. Ultimately we think that for oral VK2735 to differentiate from a crowded field low doses (60 mg) will"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1945306517101572188) 2025-07-16 02:16:30 UTC 5300 followers, 1723 engagements "$GMED Globus Medical sees Q2 revenue $745.3M consensus $738.91M"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1947270221040939443) 2025-07-21 12:19:33 UTC 5335 followers, XXX engagements "$DIA $SPY $QQQ $SMH $NDAQ From The Wall Street Journal: "White House Prepares Executive Order Targeting Woke AI" -- Order would be one of several expected to outline Trumps vision for winning AI race with China"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1946151243526582340) 2025-07-18 10:13:08 UTC 5292 followers, XXX engagements "$GXO GXO Logistics launches GXO IQ AI-first platform GXO Logistics announced the launch of GXO IQ an AI-powered intelligent platform built for the logistics industry by logistics experts. GXO IQ will help businesses navigate the complexity of today's global supply chains by deploying industry-leading AI capabilities that orchestrate more productive more dynamic logistics operations.I nformed by over XX years of operational data GXO IQ leverages a suite of proprietary AI algorithms that intelligently orchestrate millions of complex multi-step actions across inventory distribution and movement"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1938191838852076016) 2025-06-26 11:05:18 UTC 5301 followers, XXX engagements "$DPRO Took the win on DPRO today. Top two in attached are sell orders first one the buy order. Will continue to monitor for future possibilities:"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1945570098485338445) 2025-07-16 19:43:53 UTC 5292 followers, XXX engagements "$MEDP $WFTC $FARM $CSX $AGYS $NXPI $STLD $AIRE $SRPT Feel free to follow me for pre-market and after-hours movers every day. AFTER-HOURS MOVERS: Currently Higher After Earnings: -- Medpace (MEDP) up XXXX% -- Wintrust Financial (WTFC) up XXX% Currently Also Higher: -- Farmer Bros. (FARM) up XXXX% after it initiated a review of strategic alternatives -- CSX (CSX) up XXX% after creating the Southest Mexico Express with Canadian Pacific Kansas City (CP) Currently Lower After Earnings: -- Agilysys (AGYS) down XXXX% -- NXP Semiconductors (NXPI) down XXX% -- Steel Dynamics (STLD) down XXX% Currently"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1947432502341075449) 2025-07-21 23:04:24 UTC 5343 followers, XXX engagements "$GOOGL $MSFT $ORCL $CRWV From Reuters: "OpenAI lists Google as cloud partner amid growing demand for computing capacity""  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1945815353616896422) 2025-07-17 11:58:26 UTC 5309 followers, XXX engagements "$DJT $MSTR $BTC.X $MARA $RIOT $BTBT $BITF $CORZ $GREE $SDIG $WULF Trump's USD1 stablecoin off to slow start CNBC reports The USD1 stablecoin launched by President Donald Trump's World Liberty Financial is off to a "sluggish" start with muted inflows and little organic demand according to Kaiko analysts CNBC's MacKenzie Sigalos reports. The firm says the token has failed to break into mainstream platforms like Binance despite a $2B transaction tied to Abu Dhabi's MGX fund. "Trump is trying to launch this stablecoin in a massive growing market that's a quarter of a billion dollars in size"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1930205509014974905) 2025-06-04 10:10:29 UTC 5305 followers, XXX engagements "$BIDU Attached is page X of a 10-page Bank of America analyst report on BIDU issued today entitled: "Preview: more ad pressure cloud on track Robotaxi going overseas" Bank of America has a 'Buy' rating on BIDU with a $XXX price target. Bank of America's summary statement regarding BIDU in the report includes the following: "Weaker ad due to acceleration of AI search penetration: We lower Baidu Cores 2Q outlook to a X% total revenue decline YoY (vs. -X% previously) and RMB4b (vs. RMB4.9b previously) adjusted OP. We maintain 2Q cloud revenue outlook as we expect customer demand to remain solid."  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1946011768813478149) 2025-07-18 00:58:55 UTC 5303 followers, XXX engagements "$CRDO Stifel raises price target on Credo Technology to $XXX from $XX - Keeps 'Buy' rating"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1946184981446840332) 2025-07-18 12:27:12 UTC 5308 followers, 1182 engagements "$AMRC Ameresco reports Q1 EPS (11c) consensus (25c) Reports Q1 revenue $352.8M consensus $306.55M. The company said "The first quarter represented an excellent start to the year with both our Projects and Energy Asset businesses delivering strong double-digit growth. We also increased future revenue visibility through robust contract conversion and asset deployments. During the quarter we added over $XXX million to awarded backlog while converting $XXX million of awards into contracts. At quarter end our contracted backlog stood at $XXX billion almost XX% ahead of the previous year driving"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1919485798795071753) 2025-05-05 20:14:11 UTC 5320 followers, XXX engagements "$S $PANW SentinelOne moves higher as Calcalist discusses takeover talk"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1947365857203531842) 2025-07-21 18:39:35 UTC 5343 followers, XXX engagements "$SVA Sinovac Biotech announces it prevailed against Advantech/Prime's NY lawsuit SINOVAC Biotech announced it has prevailed against Advantech/Prime Success' Petition for Emergency Injunctive Relief in the U.S. District Court for the Southern District of New York. The result in the New York court represents another failure in the campaign by Advantech/Prime in coordination with Vivo Capital to wrest control of SINOVAC from its recently installed lawfully-elected Board of Directors in accordance with the Privy Council order and Antiguan Law and to interfere with the payment of the US$55.00 per"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1936921270982939059) 2025-06-22 22:56:31 UTC 5331 followers, XXX engagements "$TWLO Piper Sandler raised their price target on Twilio to $XXX from $XXX - Keeps 'Overweight' rating"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1944720994582634537) 2025-07-14 11:29:50 UTC 5343 followers, XXX engagements "$EOSE HOLY CRAP Judging from pre-market it looks as though I might be right about this one. IF SO CAN SOMEONE PLEASE INFORM MY WIFE that it is possible that I can be right sometimes"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1946185788485435735) 2025-07-18 12:30:25 UTC 5336 followers, 2835 engagements "$MSFT "Disrupting active exploitation of on-premises SharePoint vulnerabilities" -- "As of this writing Microsoft has observed two named Chinese nation-state actors Linen Typhoon and Violet Typhoon exploiting these vulnerabilities targeting internet-facing SharePoint servers.""  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1947660567742660929) 2025-07-22 14:10:39 UTC 5343 followers, XXX engagements "$BV BrightView cuts FY25 revenue view to $2.68B-$2.73B from $2.75B-$2.84B Consensus $2.78B. Narrows FY25 adjusted EBITDA view to $348M-$362M from $345M-$365M. "While we are seeing macro-economic factors impact our revenue performance including timing delays of development projects and reduced discretionary spend we continue to execute on our One BrightView strategy and expect continued operational efficiencies in fiscal 2025 and beyond as reflected in our updated guidance" said Dale Asplund BrightView President and Chief Executive Officer. "We believe this revenue impact is timing-related and"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1940142725715923445) 2025-07-01 20:17:26 UTC 5309 followers, XXX engagements "$MMM 3M raises FY25 adjusted EPS view to $7.75-$8.00 from $7.60-$7.90 -- Consensus $7.67"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1946158087187972572) 2025-07-18 10:40:20 UTC 5318 followers, XXX engagements "#uranium #nuclear #nuclearstocks $CCJ $CEG $LEU $ASPI $EU $UROY $UUUU $DNN $NNE $URA $URNM $URNJ $SRUUF $OKLO $NXE $SMR $UEC Attached is page X of a 4-page RBC Capital Markets analyst report on Uranium issued yesterday entitled: "Uranium Watch" RBC Capital Markets' 'View' regarding Uranium in the report includes the following: "Uranium equities were mixed this past week as the sector pauses following the recent run-up and pull-back in uranium spot prices. Uranium spot prices were under downward pressure as the market re-calibrates following the recent SPUT capital raise and uranium purchases"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1943018752205033487) 2025-07-09 18:45:44 UTC 5337 followers, 3435 engagements "$PBR Petrobras debates selling onshore operations in Brazil's Bahia Bloomberg says Petrobras is considering the sale of its onshore operations in Brazil's Bahia state Mariana Durao of Bloomberg reports citing comments made by CEO Magda Chambriard. Producing oil and gas at Polo Bahia Terra is too expensive given it yields less than a single well on the pre-salt Chambriard told journalists"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1942020507471429933) 2025-07-07 00:39:04 UTC 5344 followers, XXX engagements "$EME Attached is page X of a 50-page (Initiating Coverage) Baird analyst report on EME issued yesterday entitled: "CORE Construction/Service Platform Well-Positioned; Initiate Outperform" Baird has an 'Outperform' rating on EME with a $XXX price target. Baird's summary statement regarding EME in the report includes the following: "Initiating Outperform; $XXX target. Net we like EME's portfolio of mechanical/electrical skilled labor services servicing a variety of end markets which are collectively experiencing significant investment. The company's history of execution talent"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1938582065550643327) 2025-06-27 12:55:56 UTC 5309 followers, XXX engagements "$ACHV $OMC Achieve Life Sciences Omnicom partner on nicotine dependence treatment Achieve Life Sciences (ACHV) announced it has named Omnicom (OMC) as its strategic innovation partner and agency of record to lead initiatives in support of Achieve's planning for U.S. commercial launch"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1938329796171419758) 2025-06-26 20:13:30 UTC 5320 followers, XXX engagements "$AMAT Attached is page X of a 22-page Needham analyst report on AMAT issued today entitled: "$120B WFE in '25 and '26; AMAT PT to $XXX LRCX PT to $XXX & KLAC PT to $1000" Needham has a 'Buy' rating on AMAT with a $XXX price target. Needham's summary statement regarding AMAT in the report includes the following: "We are revising up our WFE estimates to $120B and $120B in '25 and '26 and adjusting our MSI estimates lower for 2025 and 2026 despite still seeing X% MSI growth next year. Excluding part of China WFE that is closed for U.S. semicap companies we see adjusted WFE to be $110B and $108B"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1947403745241010463) 2025-07-21 21:10:08 UTC 5344 followers, XXX engagements "$HUM Humana announces launch of Medicaid plan in Virginia Humana is one of five plan administrators Cardinal Care selected as part of a statewide Medicaid managed care procurement issued last year the company announced. All individuals currently covered by Virginia Cardinal Care are eligible to enroll in the newly launched Humana Healthy Horizons plan the company added. "At Humana we put our members' health first and we are committed to improving the holistic well-being of the communities we serve. We have the privilege of serving Medicare Advantage and TRICARE members throughout Virginia and"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1940479519036490004) 2025-07-02 18:35:44 UTC 5323 followers, XXX engagements "$MNST Attached is page X of a 16-page Redburn analyst report on MNST issued today entitled: "Aluminium Uncertainty Downgrade to Neutral" Redburn has an 'Neutral' rating on MNST with a $XX price target. Redburn's summary statement regarding MNST in the report includes the following: "The US tariff on imported aluminium increased from XX% to XX% in June 2025. This has yet to be reflected in consensus estimates which look too high in 2026 as the delayed impact of aluminium inflation plus negative geographic mix hit the gross margin. With shares up XX% year to date a full valuation relative to"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1943119738252509521) 2025-07-10 01:27:01 UTC 5335 followers, XXX engagements "$CMA Comerica reports Q2 EPS $XXXX consensus $XXXX -- Net interest income was stable at $575M"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1946156992382337532) 2025-07-18 10:35:59 UTC 5307 followers, XXX engagements "$META Attached is a Cantor analyst note regarding META issued today entitled: "Still The Best Play In Mega-caps" Cantor has a 'Overweight' rating on META with a $XXX price target"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1945658065648337094) 2025-07-17 01:33:26 UTC 5303 followers, 1354 engagements "$GMED Globus Medical CEO Daniel Scavilla resigns Keith Pfeil to succeed"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1947270083429958133) 2025-07-21 12:19:01 UTC 5338 followers, XXX engagements "$BMNR $SONN $LION $KVUE $ANSS $SNPS $NBIS $MSTR $TAK $AZN $AFRM $RIVN Feel free to follow me for pre-market and after-hours movers every day. PRE-MARKET MOVERS: Currently Higher: -- Bitmine Immersion Technologies (BMNR) up XXXX% after announcing ETH holdings exceed $500M -- Sonnet BioTherapeutics (SONN) up XXXXX% after announcing that it has entered into a definitive agreement for a business combination with Rorschach I LLC -- Lionsgate (LION) up XXX% after Bloomberg reported Legendary Entertainment which is backed by Apollo Global (APO) is considering a takeover of the company -- Kenvue"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1944746914731217206) 2025-07-14 13:12:50 UTC 5308 followers, XXX engagements "$PRCT Attached is page X of a 7-page Wells Fargo analyst report on PRCT issued yesterday entitled: "Key Takeaways from Prostate Cancer KOL Expert Call" Wells Fargo has a 'Overweight' rating on PRCT with a $XX price target. Wells Fargo's 'Call' regarding PRCT in the report includes the following: "On 7/11 we hosted Dr. Philip Charlesworth (Urologist at The Royal Marsden Hospital London) to discuss PRCT's prostate cancer (PCa) oppt'y. He is one of the few urologists who have done aquablation in PCa and is enrolling in the Water IV study. The expert believes that men will shift to aquablation"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1944959991955234865) 2025-07-15 03:19:32 UTC 5295 followers, XXX engagements "$DKNG Attached is page X of a 10-page Bank of America analyst report on DKNG issued today entitled: "2Q Preview + Updating our 2026 estimates" Bank of America has a 'Buy' rating on DKNG with a $XX price target. Bank of America's summary statement regarding DKNG in the report includes the following: "Q2 Preview: Big beat known focus shifting to 2026: DraftKings (ticker: DKNG) should report Q2 earnings on July 31st. As we have previewed (see report) we expect a material Q2 beat driven by better-than-expected net win margins given favorable hold (sports results) in May and June and reiteration"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1947275588118446243) 2025-07-21 12:40:53 UTC 5343 followers, XXX engagements "$DIA $SPY $QQQ $IWM $TLT Week of 7/12 initial jobless claims 4-week moving average 229500 Week of 7/12 initial jobless claims level 221000 consensus 233000 June retail sales up XXX% vs. last month consensus XXX% June retail sales ex-vehicles up XXX% vs. last month consensus XXX% June retail sales ex-vehicles and gas up XXX% vs. last month consensus XXX% June import prices up XXX% vs. last month consensus XXX% June export prices up XXX% vs. last year June import prices down XXX% vs. last year consensus XXX% June export prices up XXX% vs. last month consensus down 0.1%"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1945826316776796415) 2025-07-17 12:42:00 UTC 5307 followers, XXX engagements "$UAL Attached is page X of a 16-page Raymond James analyst report on UAL issued Thursday (7/17) entitled: "Echoing Domestic Demand Inflection; Reiterate Market Perform" Raymond James has a 'Market Perform' rating on UAL without a price target. Raymond James' 'Recommendation' regarding UAL in the report includes the following: "United echoed Deltas optimism from last week. It is encouraging to see another week of the positive trend which appears logical in light of improvement in macroeconomic uncertainty. However we will be watching next Thursdays reports keenly before gaining further"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1947118983989105013) 2025-07-21 02:18:36 UTC 5317 followers, XXX engagements "$BLK BlackRock reports Q2 adjusted EPS $XXXXX consensus $XXXXX Reports Q2 revenue $5.42B consensus $5.41B"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1945068478861299803) 2025-07-15 10:30:37 UTC 5320 followers, XXX engagements "$AAPL $MTCH $SPOT $RBLX $DUOL $BMBL $APP $TTWO $MYPS $EA $SNAP Apple to open App Store to competitors in EU In a post to its developer news site Apple (AAPL) announced that the European Commission has required the company to make a series of additional changes under the Digital Markets Act. Apple stated: "Today we're introducing updated terms that let developers with apps in the European Union storefronts of the App Store communicate and promote offers for purchase of digital goods or services available at a destination of their choice. The destination can be a website alternative app"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1938320546657435764) 2025-06-26 19:36:45 UTC 5307 followers, XXX engagements "$INMD InMode cuts FY25 revenue guidance from $395M-$405M to $365M-$375M"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1943268781947490306) 2025-07-10 11:19:16 UTC 5295 followers, XXX engagements "$KO Coca-Cola revises FY25 adjusted EPS growth to X% vs. $XXXX in 2024 -- Prior view was 2%-3%"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1947613103232893004) 2025-07-22 11:02:03 UTC 5344 followers, XXX engagements "$RTX RTX reports Q2 adjusted EPS $XXXX consensus $XXXX -- Q2 revenue $21.58B consensus $20.67B"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1947614375906578576) 2025-07-22 11:07:06 UTC 5344 followers, XXX engagements "$CAN $CIFR Canaan to produce A15Pro Miners for Cipher Mining"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1945946807512551710) 2025-07-17 20:40:47 UTC 5310 followers, 1270 engagements "$VZ Verizon reports Q2 adjusted EPS $XXXX consensus $XXXX -- Q2 revenue $34.5B consensus $33.55B"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1947251831303758320) 2025-07-21 11:06:29 UTC 5325 followers, XXX engagements "$IVBXF Innovent Biologics announces first participant dosed in Phase X GLORY-OSA Innovent Biologics announced that the first participant has been successfully dosed in a Phase X clinical trial GLORY-OSA of mazdutide a dual glucagon and glucagon-like peptide-1 receptor agonist in Chinese participants with moderate-to-severe obstructive sleep apnea and obesity. This is the seventh Phase X clinical study of mazdutide in China continuing to explore its potential in managing obesity and a range of metabolic syndromes with the aim of generating more comprehensive and high-quality evidence to"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1934411541949878542) 2025-06-16 00:43:45 UTC 5343 followers, XXX engagements "$IBKR Interactive Brokers options imply XXX% move in share price post-earnings"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1945897371117711712) 2025-07-17 17:24:20 UTC 5308 followers, XXX engagements "$CRSP Crispr Therapeutics Sirius Therapeutics to commercialize siRNA therapies Crispr Therapeutics and Sirius Therapeutics announced a strategic partnership to develop and commercialize siRNA therapies. Under the terms of the agreement Crispr Therapeutics will make an upfront payment of $25M in cash and $70M in equity to Sirius Therapeutics. The companies will jointly develop SRSD107 under a 50-50 cost and profit-sharing structure. Crispr Therapeutics will lead commercialization in the U.S. while Sirius will be responsible for commercialization in Greater China. Additionally Crispr"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1924564114782740595) 2025-05-19 20:33:36 UTC 5323 followers, XXX engagements "$MBLY Attached is page X of a 9-page Wells Fargo analyst report on MBLY issued yesterday entitled: "45M Intel Share Sale Positive Preannouncement + Pipeline Update & TSMC Agreement - Increase Ests; Increase PT to $24" Wells Fargo has an 'Overweight' rating on MBLY with a $XX price target. Wells Fargo's 'Call' regarding MBLY in the report includes the following: "Today (post close) MBLY announced that Intel was selling 45M Class A shares; also intends to grant underwriters w/ 30-day purchase option of up to 6.75M shrs. MBLY positively preannounced 2Q25 and provided a constructive pipeline"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1942913559098249419) 2025-07-09 11:47:44 UTC 5290 followers, XXX engagements "$PARA $PARAA Paramount to pay $16M to settle lawsuit by President Trump WSJ says Paramount Global has agreed in principle to pay $16M to settle a lawsuit with President Donald Trump over a "60 Minutes" interview with former Vice President Kamala Harris Jessica Toonkel of The Wall Street Journal reports. The settlement will not include an apology but it does comprise of payments made to the president's future presidential library and legal fees. The company also agreed that "60 Minutes" will release transcripts of interviews with presidential candidates in the future after they have aired"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1940356232922927438) 2025-07-02 10:25:50 UTC 5315 followers, XXX engagements "$ACHV Achieve Life Sciences 15M share Spot Secondary priced at $XXXX Citizens JMP and Raymond James acted as joint book running managers for the offering"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1938542680977588419) 2025-06-27 10:19:26 UTC 5303 followers, XXX engagements "$SCHW Charles Schwab reports Q2 adjusted EPS $XXXX consensus $XXXX -- Q2 revenue $5.85B consensus $5.64B"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1946172100470829321) 2025-07-18 11:36:01 UTC 5311 followers, XXX engagements "$WAB Wabtec to acquire Frauscher for enterprise value of EUR 675M in cash Wabtec has entered into a definitive agreement to acquire Frauscher Sensor Technology a global market leader in train detection wayside object control solutions and axle counting systems. The acquisition positions Wabtec for accelerated profitable growth and further strengthens the Company's Digital Intelligence business by adding highly attractive and complementary railway signaling technologies. Wabtec is acquiring Frauscher for an enterprise value of EUR 675M in cash. The acquisition is anticipated to provide"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1942164361948074416) 2025-07-07 10:10:42 UTC 5293 followers, XXX engagements "$HOOD Disclosure: I currently have no position in HOOD. Attached is page X of a 8-page Bank of America analyst report on HOOD issued today entitled: "5 Takeaways from CEO meeting: Active trader digital bank AI Kalshi & Europe" Bank of America has a 'Buy' rating on HOOD with a $XX price target. Bank of America's summary statement regarding HOOD in the report includes the following: "On Friday we hosted a group meeting with Robinhoods co-founder & CEO Vlad Tenev at their Menlo Park headquarters. Most of the discussion focused on HOODs impressive product velocity. There are many initiatives that"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1922256804744200681) 2025-05-13 11:45:10 UTC 5297 followers, XXX engagements "$ALGN Align Technology announces Invisalign System availability in Singapore"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1947607582681546900) 2025-07-22 10:40:07 UTC 5343 followers, XXX engagements "$KO Coca-Cola reports Q2 adjusted EPS 87c consensus 84c -- Q2 revenue $12.5B consensus $12.55B"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1947612964863021127) 2025-07-22 11:01:30 UTC 5341 followers, XXX engagements "$HAL Halliburton reports Q2 EPS 55c consensus 56c -- Q2 revenue $5.5B consensus $5.43B"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1947610687309561877) 2025-07-22 10:52:27 UTC 5339 followers, XXX engagements "$GPN Global Payments to acquire Worldpay and divest Issuer Solutions Global Payments announced definitive agreements to divest its Issuer Solutions business to FIS for $13.5B and acquire Worldpay from GTCR and FIS for a net purchase price of $22.7B or total value of $24.25B including $1.55B of anticipated tax assets. This reflects a 12.3x adjusted EBITDA multiple for Issuer Solutions and an 8.5x adjusted EBITDA multiple for Worldpay on a net basis inclusive of run-rate synergies. On a combined basis the company will have global reach and scale serving more than X million customers and"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1912822770037141664) 2025-04-17 10:57:41 UTC 5286 followers, XXX engagements "$PSN In addition to the Raymond James report below note that today Parsons also announced they have been appointed as the Project Management Consultant on the Dubai Metro Blue Line project. The contract is new for Parsons and is expected to have a five year duration"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1942550046433538229) 2025-07-08 11:43:16 UTC 5303 followers, XXX engagements "$AMRC Ameresco enters $78M facility to finance battery storage energy asset Ameresco announced that one of its subsidiaries executed a note purchase agreement and private shelf agreement to finance its ongoing and future energy infrastructure projects. This strategic financial arrangement underscores Ameresco's commitment to advancing energy solutions and enhancing energy resilience. The first note purchase provides for the issuance of Series A notes of $XX million to finance a battery energy storage asset currently under construction. The Series A notes have a maturity date of 2045 and carry"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1924557966751027583) 2025-05-19 20:09:10 UTC 5320 followers, XXX engagements "$ELV Elevance Health reports Q2 adjusted EPS $XXXX consensus $XXXX -- Q2 revenue $49.4B consensus $48.26B"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1945792085291897234) 2025-07-17 10:25:58 UTC 5311 followers, XXX engagements "$CMCSA Comcast builds new fiber internet network in Westlake Florida A new fiber Internet network is being built across Westlake Florida. Once finished more than 1200 homes and businesses will have access to Internet mobile streaming and other services with Xfinity and Comcast Business. The construction is being completed in phases and will continue through 2026"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1942016227439731125) 2025-07-07 00:22:04 UTC 5287 followers, XXX engagements "$COF Attached is page X of a 15-page Bank of America analyst report on COF issued today entitled: "Consumer Finance Tidbits: Issue 25-17" Bank of America has a 'Buy' rating on COF with a $XXX price target. Bank of America's summary statement regarding COF in the report includes the following: "Something to ponder: Fintech fees a positive for card vols: If banks are successful in being able to charge for access to customer bank account data it would be a positive for card volumes and the networks in our view. JP Morgan has proposed charging a data aggregator (like Plaid) a fee to access"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1947406562344968336) 2025-07-21 21:21:20 UTC 5344 followers, XXX engagements "$PEP Attached is page X of a 9-page Bank of America analyst report on PEP issued today entitled: "2Q25 Earnings Preview" Bank of America has a 'Neutral' rating on PEP with a $XXX price target. Bank of America's summary statement regarding PEP in the report includes the following: "Frito weakness continues attention turns to de-leverage: PepsiCo (PEP) is scheduled to report 2Q25 (ending June 14th 2025) results on 7/17. We lower our 2Q25 EPS estimate from $XXXX to $XXXX below Visible Alpha Consensus $XXXX. Our below consensus EPS forecast reflects sequential slowing in sales for PFNA and PBNA"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1943634455110861220) 2025-07-11 11:32:19 UTC 5307 followers, XXX engagements "$TLN Attached is page X of a 17-page UBS analyst report on TLN issued Thursday (7/17) entitled: "Accretive PJM Acquisition" UBS has a 'Buy' rating on TLN with a $XXX price target. UBS' 'Take' regarding TLN in the report includes the following: "TLN's announced acquisition of X PJM combined cycle plants at 6.7x '26 EBITDA for $XXX bln looks X% to XX% value additive to the stock based upon current PJM capacity prices of $270/MW day or at the $175/MW day current auction floor. In addition TLN preserves the share repurchase plan of $XXX mln per year. We raise our sum of the parts price target to"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1946765999098806533) 2025-07-20 02:55:58 UTC 5314 followers, XXX engagements "$ENVX Enovix appoints Srikanth Kethu as head Enovix India"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1944742621726777494) 2025-07-14 12:55:47 UTC 5293 followers, XXX engagements "$HIMS Morgan Stanley says Hims & Hers app downloads negative y/y in June"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1944747652521890138) 2025-07-14 13:15:46 UTC 5311 followers, XXX engagements "$DHR Attached is page X of a 5-page Bank of America analyst report on DHR issued today entitled: "First Look: Solid 2Q FY25 org sales reit. Adj EPS raised CFO transition announced" Bank of America has a 'Buy' rating on DHR with a $XXX price target. Bank of America's summary statement regarding DHR in the report includes the following: "2Q25: Sales +2% ahead of St Adj EPS +16c ahead of St: This morning DHR reported 2Q25 total revenues of $5936mn vs BofAe/Street $5903/$5837mn. Organic sales for 2Q were +1.5% in-line with our estimate (and +LSD guide). Bioprocessing grew +HSD (in-line with our"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1947641534330847417) 2025-07-22 12:55:01 UTC 5343 followers, XXX engagements "$CSCO CICC initiates coverage of Cisco with an Outperform rating and a $XX price target"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1944563613080940687) 2025-07-14 01:04:28 UTC 5321 followers, XXX engagements "$AAPL $AVGO $BE $GOOGL $HIMS $MBLY $MNST $MO $MSFT Hey Folks In addition to the information relating to company analyst reports/notes that I posted today I will also be posting information regarding analyst reports/notes this evening for the following companies: 1) AAPL 2) AVGO 3) BE 4) GOOGL 5) HIMS 6) MBLY 7) MNST 8) MO 9) MSFT Feel free to check back this evening if any of these companies are of interest to you. I hope this information is useful to many members. Truly DC77"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1943034022667653512) 2025-07-09 19:46:25 UTC 5322 followers, 2515 engagements "$RTX RTX cuts FY25 adjusted EPS view to $5.80-$5.95 from $6.00-$6.15 -- Consensus $5.97"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1947614521545163097) 2025-07-22 11:07:41 UTC 5343 followers, XXX engagements "$AAPL $ALT $BE $CRM $GOOGL $ISRG $JNJ $LLY $MP $PENN $SBUX $SMCI $SPOT $TLN $ULTA Hey Everyone In addition to the information relating to company analyst reports/notes that I posted today I will also be posting information regarding analyst reports/notes this weekend for the following companies: 1) AAPL 2) ALT 3) BE 4) CRM 5) GOOGL 6) ISRG 7) JNJ 8) LLY 9) MP 10) PENN 11) SBUX 12) SMCI 13) SPOT 14) TLN 15) ULTA Feel free to check back this weekend if any of these companies are of interest to you. I hope this information is useful to many members. Cheers DC77"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1943754413358694886) 2025-07-11 19:29:00 UTC 5308 followers, 2247 engagements "$REGN $SNY Regeneron Sanofi presents results from DISCOVER Phase X trial of Dupixent Regeneron Pharmaceuticals (REGN) and Sanofi (SNY) presented results from the DISCOVER Phase X single-arm open-label trial assessing Dupixent in adults and adolescents with moderate-to-severe atopic dermatitis with skin of color. These are the first clinical trial results for Dupixent in a large population of patients with darker skin tones. The results along with the Dupixent Phase X trials demonstrated patients taking Dupixent experienced improvements in signs and symptoms of atopic dermatitis from baseline"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1931786471356203398) 2025-06-08 18:52:40 UTC 5321 followers, XXX engagements "$MRX Marex Group completes acquisition of Hamilton Court Group Marex Group completed the acquisition of foreign exchange specialist Hamilton Court Group. The acquisition expands the Group's FX offering bringing new capabilities onto the platform consistent with its strategy to diversify earnings. The acquisition will bring around XXX employees across London Milan Madrid and Toronto to Marex"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1940004235057221953) 2025-07-01 11:07:07 UTC 5321 followers, XXX engagements "$META The Information reports that ByteDance in a challenge to Meta is also working on MR goggles"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1944794281924767905) 2025-07-14 16:21:03 UTC 5313 followers, XXX engagements "$GM General Motors backs FY25 adjusted EPS view $8.25-$10.00 consensus $XXXX -- Backs FY25 adjusted EBITDA view $10B-$12.5B"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1947611343424475601) 2025-07-22 10:55:03 UTC 5340 followers, XXX engagements "$FSLR Attached is a Barclays analyst note regarding FSLR issued today entitled: "Eyes on 2028+: The OBBB sets the stage" Barclays has a 'Overweight' rating on FSLR with a $XXX price target"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1945660156861100035) 2025-07-17 01:41:44 UTC 5343 followers, XXX engagements "$QD Qudian contemplating winding down last-mile delivery business The company said "In December 2022 the Company launched its last-mile delivery services under the brand name of "Fast Horse" to capitalize on the logistics demand for cross-border e-commerce transactions. The business was initially launched on a trial basis and has gradually achieved meaningful scale in Australia during the second quarter of 2023. As of the date of this release the Company's last-mile delivery service is encountering intense competition and uncertainty. After assessing current market conditions the Company is"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1928410932423582172) 2025-05-30 11:19:29 UTC 5311 followers, XXX engagements "$GE $ABT $PEP $ELV $USB $TRV $FITB Some notable companies reporting before tomorrow's open with earnings consensus estimates: -- Ge Aerospace (GE) consensus $XXXX -- Abbott (ABT) consensus $XXXX -- PepsiCo (PEP) consensus $XXXX -- Elevance Health (ELV) consensus $XXXX -- U.S. Bancorp (USB) consensus $XXXX -- Travelers (TRV) consensus $XXXX -- Fifth Third Bancorp (FITB) consensus 87c"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1945664582221009338) 2025-07-17 01:59:19 UTC 5323 followers, XXX engagements "$AMD $AMZN $AVGO $BABA $DASH $DKNG $GOOGL $IOVA $JD $JPM $LITE $MA $NFLX $OPRA $PATH $PENN $PLTR $SEDG $SHOP $SNPS $UBER $VKTX Hey Everyone In addition to the information relating to company analyst reports/notes that I posted today I will also be posting information regarding analyst reports/notes this evening for the following companies: 1) AMD 2) AMZN 3) AVGO 4) BABA 5) DASH 6) DKNG 7) GOOGL 8) IOVA 9) JD 10) JPM 11) LITE 12) MA 13) NFLX 14) OPRA 15) PATH 16) PENN 17) PLTR 18) SEDG 19) SHOP 20) SNPS 21) UBER 22) VKTX Feel free to check back this evening if any of these companies are of"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1945209755833671913) 2025-07-15 19:52:00 UTC 5304 followers, 4191 engagements "$DAL From Bloomberg: "US Threatens to Upend Delta-Aeromexico Deal in Mexico Orders""  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1947130871049245120) 2025-07-21 03:05:50 UTC 5336 followers, XXX engagements "$PLTR $ACN Palantir Accenture Federal Services announce strategic partnership Palantir (PLTR) and Accenture (ACN) Federal Services announced a landmark strategic partnership naming Accenture Federal as a Palantir preferred implementation partner for U.S. federal government customers. Together the companies will deploy commercial-grade AI-powered solutions to address federal agencies' highest priority operational challenges from optimizing and orchestrating mission-critical workflows to enhancing decision-making and increasing operational resilience. As part of the collaboration Accenture"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1939640849723244895) 2025-06-30 11:03:10 UTC 5293 followers, XXX engagements "$PTCT PTC Therapeutics announces Sephience granted marketing authorization by EC PTC Therapeutics announced that Sephience was granted marketing authorization by the European Commission EC for the treatment of children and adults living with phenylketonuria PKU. The authorization includes a broad label inclusive of all ages and disease severities. "The European approval of Sephience is a great step in our efforts to bring this safe and highly effective therapy to children and adults affected by PKU worldwide" said Matthew Klein M.D. Chief Executive Officer of PTC Therapeutics. "The broad"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1937105008673075226) 2025-06-23 11:06:38 UTC 5286 followers, XXX engagements "$PRTA $NVO $BMY Prothena announces corporate restructuring cuts XX% of workforce Prothena (PRTA) "announced that the company has initiated an approximate XX% reduction in its workforce to substantially reduce its operating costs to those necessary to support its remaining wholly owned programs its obligations to partnered programs and its anticipated business development activities. The board management and Company's financial advisors are collectively evaluating a comprehensive range of business options to best serve the interest of its shareholders that consider the implications of multiple"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1935430299678019901) 2025-06-18 20:11:56 UTC 5297 followers, XXX engagements "$NFLX Attached is page X of a 6-page Piper Sandler analyst report on NFLX issued Thursday (7/17) entitled: "2Q25 Wrap: No Strange Things Here" Piper Sandler has a 'Overweight' rating on NFLX with a $1500 price target. Piper Sandler's 'Conclusion' regarding NFLX in the report includes the following: "NFLX reported a strong 2Q25 print with revenues & op income +40bps / +3% above PSC. The 3Q guide was solid as well benefited by FX but also tailwinds from advertising higher prices and a strong 2H25 slate. Member growth was better than expected and received a late 2Q boost. We continue to see NFLX"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1947124426572542046) 2025-07-21 02:40:13 UTC 5309 followers, XXX engagements "$ALLY Wells Fargo remains underweight on Ally Financial following CEO presentation Wells Fargo analyst Donald Fandetti maintained an Underweight rating and $XX price target on Ally Financial following a presentation with CEO Michael Rhodes. The firm noted that it was a "positive" update on Q2 NIM but with no new specifics on Q2 auto credit. Wells added that it sees "better value and positive stock catalysts for other consumer finance stocks" noting that "Ally's share buybacks remain on hold and higher rates are thematically a relative headwind.""  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1928570860543041801) 2025-05-30 21:54:58 UTC 5337 followers, XXX engagements "$BA From Reuters: "US judge sets August hearing on bid to end Boeing criminal prosecution""  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1947132961008107687) 2025-07-21 03:14:08 UTC 5318 followers, XXX engagements "$UBER Attached is page X of a 6-page Bank of America analyst report on UBER issued Thursday (7/17) entitled: "Seeding the AV ecosystem; Uber to partner with Lucid and Nuro" Bank of America has a 'Buy' rating on UBER with a $XXX price target. Bank of America's summary statement regarding UBER in the report includes the following: "More AV supply coming with Lucid & Nuro: Uber Lucid and Nuro announced a partnership to deploy 20000+ AVs exclusively on the Uber platform over the next six years. The partnership is targeting a launch later next year in a major US city before expanding to dozens of"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1946595857354133873) 2025-07-19 15:39:53 UTC 5304 followers, XXX engagements "$EFX Equifax sees Q3 adjusted EPS $1.87-$1.97 consensus $XXXX -- Sees Q3 revenue $1.51B-$1.54B consensus $1.52B"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1947610218591830303) 2025-07-22 10:50:35 UTC 5344 followers, XXX engagements "$RDDT Attached is page X of a 14-page Citizens analyst report on RDDT issued yesterday entitled: "We Analyze Signs that User Growth Is More Stable While Advertising Still Has Multiple Tailwinds" Citizens has a 'Market Outperform' rating on RDDT with a $XXX price target. Citizens' 'Investment Highlights' regarding RDDT in the report includes the following: "We believe user growth is now more stable behind consistent visibility gains in Google and AI-powered search including AI Overviews as we believe Reddit's advertising momentum can help to drive upside in estimates and for shares to rerate."  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1947472767697490366) 2025-07-22 01:44:24 UTC 5343 followers, XXX engagements "$ASML Attached is page X of a 11-page Wells Fargo analyst report on ASML issued yesterday entitled: "Tariff Uncertainty Remains Overhang on Forward Visibility" Wells Fargo has a 'Overweight' rating on ASML with a $XXX price target. Wells Fargo's 'Call' regarding ASML in the report includes the following: "While another disappointing reset we believe further de-risked ests could provide an interesting 2026 setup. That said increasing macro / tariff uncertainty will leave bookings activity / forward visibility as a key driver of shares. Estimate Changes: Following our estimate reductions ahead"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1945926310536327631) 2025-07-17 19:19:20 UTC 5326 followers, XXX engagements "$AXP $SCHW $MMM $HBAN $ALLY Some notable companies reporting before tomorrow's open with earnings consensus estimates: -- American Express (AXP) consensus $XXXX -- Charles Schwab (SCHW) consensus $XXXX -- 3M (MMM) consensus $XXXX -- Huntington Bancshares (HBAN) consensus 34c -- Ally Financial (ALLY) consensus 80c"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1945931693270896738) 2025-07-17 19:40:43 UTC 5333 followers, XXX engagements "$GE Attached is a USB analyst note regarding GE issued yesterday entitled: "Plenty to get - or stay - excited about" UBS has a 'Buy' rating on GE with a $XXX price target"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1946766907421454748) 2025-07-20 02:59:34 UTC 5314 followers, XXX engagements "$KO Attached is page X of a 14-page RBC Capital Markets analyst report on KO issued today entitled: "2Q'25 Preview - Staying the Course" RBC Capital Markets has a 'Outperform' rating on KO with a $XX price target. RBC Capital Markets' 'View' regarding KO in the report includes the following: "Overall we expect a solid quarter with strong organic growth both domestically and internationally (led by Lat AM & EMEA) and would expect KO to deliver vs the consensus bar. Organic fundamentals remain solid globally despite the difficult macro environment and we believe KO is well positioned to manage"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1947471441663799691) 2025-07-22 01:39:08 UTC 5343 followers, XXX engagements "$TORO Toro Corp. reports Q1 EPS 1.8c vs $XXXX last year -- Q1 revenue $5.5M vs $6.4M last year"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1945834032928792724) 2025-07-17 13:12:39 UTC 5286 followers, XXX engagements "$AMZN $WMT From The Wall Street Journal: "After Pledging to Keep Prices Low Amazon Hiked Them on Hundreds of Essentials" -- While Walmart cut prices on low-cost goods Amazon raised them"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1947134123128057868) 2025-07-21 03:18:45 UTC 5320 followers, XXX engagements "$TTD $ANSS Trade Desk to replace Ansys in S&P XXX at open on 7/18"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1946150134120677439) 2025-07-18 10:08:44 UTC 5323 followers, XXX engagements "$ELV Elevance Health cuts FY25 adjusted EPS view to $XXXXX from $34.15-$34.85 -- FY25 consensus $34.48"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1945792238404989397) 2025-07-17 10:26:35 UTC 5323 followers, XXX engagements "$NWS News Corp announces new $1B stock repurchase program"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1945097747087953974) 2025-07-15 12:26:55 UTC 5304 followers, XXX engagements "$CLF $VZ $DPZ $HBT $DYNX $XYZ $ROP $EVO $SRPT $STLA Feel free to follow me for pre-market and after hours movers every day. PRE-MARKET MOVERS: Currently Higher After Earnings: -- Cleveland-Cliffs (CLF) up XXX% -- Verizon (VZ) up XXX% -- Domino's Pizza (DPZ) up XXX% -- HBT Financial (HBT) up XXX% Currently Also Higher: -- Dynamix (DYNX) up XXXX% after The Ether Machine announced its public launch through a definitive business combination agreement between The Ether Reserve and the company -- Block (XYZ) up XXX% after S&P XXX addition Currently Lower After Earnings: -- Roper Technologies (ROP)"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1947283001689153913) 2025-07-21 13:10:21 UTC 5336 followers, XXX engagements "$CLF Cleveland-Cliffs reports Q2 adjusted EPS (50c) consensus (63c) -- Q2 revenue $4.9B consensus $4.9B"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1947241469699346862) 2025-07-21 10:25:19 UTC 5323 followers, XXX engagements "$DELL Attached is page X of a 30-page Bank of America analyst report on DELL issued Friday (7/18 - Corrected) entitled: "The Long Term View: Can Dells EPS double in the next X years" Bank of America has a 'Buy' rating on DELL with a $XXX price target. Bank of America's summary statement regarding DELL in the report includes the following: "DELL can gain share of overall IT budgets as AI grows: We expect IT Hardware companies like DELL to benefit from the growth of enterprise /sovereign AI over the next decade. The headwinds of the past decade from public cloud migrations (Capex to OpEx"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1947457705003913436) 2025-07-22 00:44:33 UTC 5343 followers, XXX engagements "$NVDA $AMD $AVGO Attached is a Mizuho analyst note regarding NVDA AMD and AVGO issued today entitled: Mizuho has a price target of $XXX for NVDA $XXX for AMD and $XXX for AVGO"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1945462324350816591) 2025-07-16 12:35:37 UTC 5308 followers, XXX engagements "$CSCO Cisco sees Q4 adjusted EPS 96c-98c consensus 95c Sees Q4 revenue $14.5B-$14.7B consensus $14.52B"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1922745520654582050) 2025-05-14 20:07:09 UTC 5323 followers, XXX engagements "$WU Just FYI and it has NO IMPACT on the stock I bought a little WU this morning. Will likely be explaining why in the first episode of my podcast with the legend @HitTheBidRadio.looks like we will be recording it this weekend"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1947659167910482110) 2025-07-22 14:05:06 UTC 5343 followers, XXX engagements "$MRK Attached is page X of a 10-page Bank of America analyst report on MRK issued yesterday entitled: "MRKs Verona deal helps highlights from conf call" Bank of America has an 'Buy' rating on MRK with a $XX price target. Bank of America's summary statement regarding MRK in the report includes the following: "Synergies multiple paths to upside makes sense: This morning before market open MRK announced a definite agreement to acquire UK respiratory company Verona Pharma (VRNA) for a total transaction value of approximately $10B. The sole product is Ohtuvayre (ensifentrine) a selective PDE3/PDE4"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1943425210759205208) 2025-07-10 21:40:51 UTC 5314 followers, XXX engagements "$MSCI MSCI still sees 2025 CapEx $115M-$125M"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1947611995026432039) 2025-07-22 10:57:39 UTC 5343 followers, XXX engagements "$NOC Northrop Grumman reports Q2 EPS $XXXX with benefit consensus $XXXX -- Q2 revenue $10.4B consensus $10.15B"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1947611753308951033) 2025-07-22 10:56:41 UTC 5343 followers, XXX engagements "$BMY Bristol Myers says Phase X INDEPENDENCE trial for Reblozyl did not meet endpoint"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1946163979883020475) 2025-07-18 11:03:45 UTC 5323 followers, XXX engagements "$HON Honeywell technologies selected by Bell Textron Honeywell (HON) announced that Bell Textron a Textron (TXT) company has selected Honeywell's 36-150 auxiliary power unit (APU) and Honeywell Attune for the U.S. Army's Future Long-Range Assault Aircraft"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1934552935398023621) 2025-06-16 10:05:36 UTC 5328 followers, XXX engagements "$PENN Attached is page X of a 11-page Stifel analyst report on PENN issued Thursday (7/10) entitled: "2Q25 Preview: Raising B&M Est; iCasino Share Outpacing OSB Portending Potential Interactive Strategy Shift" Stifel has a 'Hold' rating on PENN with a $XX price target. Stifel's 'Summary' regarding PENN in the report includes the following: "PENN is scheduled to report 2Q25 results before market open on 8/7 with a conference call at 9AM ET. Ahead of reported results we lift our Q2 estimates slightly to reflect: 1) healthy state reported B&M GGR growth during May 2) hold upside from favorable"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1944000900214722636) 2025-07-12 11:48:27 UTC 5304 followers, XXX engagements "$AA Alcoa reports Q2 adjusted EPS 39c consensus 51c -- Q2 revenue $3.02B consensus $2.96B"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1945577367532888267) 2025-07-16 20:12:46 UTC 5309 followers, XXX engagements "$AMZN $AXP $BTDR $CMG $COF $COST $CVX $HUBS $META $MRK Hello Everyone I have now posted information regarding analyst reports/notes for the companies mentioned in the re-shared post below. I hope this information is useful to everyone. Cheers DC77"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1943489330636324880) 2025-07-11 01:55:39 UTC 5311 followers, 1417 engagements "$NFLX Attached is page X of a 13-page Raymond James analyst report on NFLX issued Thursday (7/17) entitled: "Solid Quarter Meets High Expectations Bar" Raymond James has a 'Market Perform' rating on NFLX without a price target. Raymond James' 'Recommendation' regarding NFLX in the report includes the following: "Netflix reported 2Q25 results modestly ahead of expectations with an improved 2H25 outlook driven by a combination of a weaker U.S. dollar and solid underlying performance. The quarter largely featured achievements of previously-stated goals and reiterations of longer-term strategic"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1947120175137935610) 2025-07-21 02:23:20 UTC 5323 followers, XXX engagements "$CVX Attached is page X of a 13-page Bank of America analyst report on CVX issued today entitled: "Arbitration outcome scenarios for CVX Maintain Buy" Bank of America has an 'Buy' rating on CVX with a $XXX price target. Bank of America's summary statement regarding CVX in the report includes the following: "CVX-Hess merger arbitration decision could be imminent: After nearly X years of delays arbitrators may have reached a decision on the legal dispute surrounding Chevrons (CVX) acquisition of Hess (HES) per media reports with an outcome expected shortly. As background Exxon (XOM) and CNOOC"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1943423426972033483) 2025-07-10 21:33:46 UTC 5289 followers, XXX engagements "$SOUN Attached is page X of a 16-page Piper Sandler analyst report on SOUN issued yesterday entitled: "Downgrading to Neutral Tough 2H25 & Sector Environment Leave Balance Here" Piper Sandler has a 'Neutral' rating on SOUN with a $XX price target. Piper Sandler's 'Conclusion' regarding SOUN in the report includes the following: "We are downgrading shares of SoundHound from OW to Neutral but reiterating our $XX price target. While we initiated a few months ago and our thesis points are generally still intact for this "Main Street" vs. "Institutional" name there are a few things that have"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1944961056742232556) 2025-07-15 03:23:46 UTC 5323 followers, XXX engagements "$AAPL Attached is page X of a 16-page Morgan Stanley analyst report on AAPL issued today entitled: "A Reminder What's at Stake for Apple in USA v. GOOGL" Morgan Stanley has a 'Overweight' rating on AAPL with a $XXX price target. Morgan Stanley's summary statement regarding AAPL in the report includes the following: "The DOJ will announce its USA vs. GOOGL remedies any day. While not a party in the suit Apple's $20B+ search agreement is at risk. MSe base case is GOOGL search exclusivity is restricted paving the way for broader search monetization (GOOGL+AIpowered) and just LSD% EPS downside at"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1947401883229823263) 2025-07-21 21:02:44 UTC 5343 followers, XXX engagements "$WF Attached is page X of a 13-page Raymond James analyst report on WF issued today entitled: "Downgrading to Market Perform; Favorable Fundamentals Reflected in Valuation'" Raymond James has a 'Market Perform' rating on WF without a price target. Raymond James' 'Recommendation' regarding WF in the report includes the following: "We are downgrading our rating on the shares of Wells Fargo to Market Perform from Strong Buy. WFC shares are up XXXX% since we raised our EPS estimates following the removal of the asset cap reaching our target price. While we remain bullish on Wells Fargos growth"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1942379296393216483) 2025-07-08 00:24:46 UTC 5309 followers, XXX engagements "$ROP Roper Technologies sees Q3 EPS $5.08-$5.12 consensus $5.08"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1947252435312947361) 2025-07-21 11:08:53 UTC 5333 followers, XXX engagements "$NXT I have been long this stock in one of my IRAs since its IPO: Susquehanna raises Nextracker's price target to $XX from $XX - Keeps 'Positive' rating"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1947267574141506006) 2025-07-21 12:09:02 UTC 5337 followers, XXX engagements "$PSN Parsons acquires Chesapeake Technologies International for $89M Parsons announced that it has acquired Maryland-based Chesapeake Technologies International a portfolio company of Bluestone Investment Partners in a transaction valued at $89M. Founded in 2000 CTI strengthens Parsons' defense customer posture with the Special Operations forces and enhances Parsons' position in the Indo-Pacific Command area of operations. CTI brings extensive capabilities as an all-domain technology solutions provider powered by cutting-edge products that enhance the warfighters' ability to sense evaluate"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1939999929163784276) 2025-07-01 10:50:01 UTC 5343 followers, XXX engagements "$J Jacobs selected to design light rail extension in Seattle"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1945818355677487421) 2025-07-17 12:10:22 UTC 5323 followers, XXX engagements "$BTOG And yet another negative earnings company up on crypto-related news: Bit Origin acquires over 40M Dogecoin to advance treasury strategy"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1947277509453562359) 2025-07-21 12:48:31 UTC 5344 followers, 6250 engagements "$CSCO Cisco reports Q3 Remaining Performance Obligations $41.7B up X% Remaining Performance Obligations were $41.7B up X% in total with XX% of this amount expected to be recognized as revenue over the next XX months. Product RPO was up XX% and services RPO was up 5%"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1922750174843015655) 2025-05-14 20:25:39 UTC 5323 followers, XXX engagements "$MU Attached is a Mizuho analyst note regarding MU issued today entitled: "MU - Buyers on the Pullback HBM a Long-term Tailwind with GPU/Custom Si" Mizuho has a $XXX price target on MU"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1946198063652950064) 2025-07-18 13:19:11 UTC 5343 followers, 2134 engagements "$ZION Zions Bancorp options imply XXX% move in share price post-earnings"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1947364607460315315) 2025-07-21 18:34:37 UTC 5337 followers, XXX engagements "$AXP Attached is a Barclays analyst note regarding AXP issued today entitled: "June Credit Data" Barclays has a 'Equal Weight' rating on AXP with a $XXX price target"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1945659278544585036) 2025-07-17 01:38:15 UTC 5343 followers, XXX engagements "$GILD Attached is page X of a 8-page Wells Fargo analyst report on GILD issued yesterday entitled: "2Q PreviewStrong HIV but Offsetting Other Biz Could Mean In-Line Quarter" Wells Fargo has an 'Overweight' rating on GILD with a $XXX price target. Wells Fargo's 'Call' regarding GILD in the report includes the following: "We expect GILD 2Q to be strong for HIV which is what we believe matters for the company. Continued weakness in oncology could bring down the overall numbers to in line. We expect the focus to be on Len PrEP launch. Overall in-line quarter: We expect an in-line quarter for GILD"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1942908916905521613) 2025-07-09 11:29:17 UTC 5323 followers, XXX engagements "$TRML Tourmaline Bio announces results from ongoing Phase X TRANQUILITY trial Tourmaline Bio announced positive topline results from its ongoing Phase X TRANQUILITY trial evaluating quarterly and monthly subcutaneous dosing of pacibekitug in patients with elevated high-sensitivity C-reactive protein (hs-CRP) a biomarker associated with elevated cardiovascular risk and chronic kidney disease. The TRANQUILITY trial is the starting point of Tourmaline's clinical development program for pacibekitug for the potential treatment of atherosclerotic cardiovascular disease and other cardiovascular"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1924790511115894923) 2025-05-20 11:33:13 UTC 5287 followers, XXX engagements "$HCM $AZN Hutchmed announces approval of NDA for Orpathys Tagrisso combination in China Hutchmed (HCM) announced that the new drug application for the combination of Orpathys and Tagrisso has been granted approval by the China National Medical Products Administration for the treatment of patients with locally advanced or metastatic epidermal growth factor receptor mutation-positive non-squamous non-small cell lung cancer with MET amplification after disease progression on EGFR tyrosine kinase inhibitor therapy. This approval also triggers a $11M milestone payment from AstraZeneca (AZN) which"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1939628747365261735) 2025-06-30 10:15:04 UTC 5323 followers, XXX engagements "$CI $CNC $CVS $HUM $UNH $MOH $ELV From The New York Times: "Health Insurers Are Denying More Drug Claims Data Shows" -- Offering a rare glimpse inside the hidden world of rejected insurance claims new data shows a steady uptick among major private insurers"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1946155954069701000) 2025-07-18 10:31:51 UTC 5343 followers, XXX engagements "$COF Capital One announces preliminary Stress Capital Buffer Requirement of XXX% Capital One announced the company's preliminary Stress Capital Buffer Requirement as calculated by the Board of Governors of the Federal Reserve System 2025 Comprehensive Capital Analysis and Review process is XXX% effective October X 2025. Capital One's previously disclosed SCB of XXX% as calculated by the Federal Reserve 2024 CCAR process will remain in effect through the end of the third quarter of 2025"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1940151035160658342) 2025-07-01 20:50:27 UTC 5311 followers, XXX engagements "$NVDA From The New York Times: "How Nvidias Jensen Huang Persuaded Trump to Sell A.I. Chips to China""  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1946152926415561064) 2025-07-18 10:19:50 UTC 5291 followers, XXX engagements "$IOVA Attached is a Barclays analyst note on IOVA issued today entitled: "Real-World Data Continues to Support Amtagvi Across Treatment Lines in Melanoma" Barclays has a 'Overweight' rating on IOVA with a $X price target"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1945311366513840404) 2025-07-16 02:35:46 UTC 5286 followers, 2379 engagements "$MSI Motorola Solutions to acquire Silvus for $4.4B in up-front consideration Motorola Solutions announced it has entered into a definitive agreement to acquire Silvus Technologies for $4.4B in up-front consideration. Based in Los Angeles California Silvus designs and develops software-defined high-speed mobile ad-hoc network technology that enables highly secure data video and voice communications without the need for fixed infrastructure. Silvus' wide range of customers spans autonomous systems manufacturers military law enforcement and enterprises around the world. Under the terms of the"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1927459472747671721) 2025-05-27 20:18:43 UTC 5308 followers, XXX engagements "$SRAD Attached is a Craig Hallum analyst note regarding SRAD issued today. Craig Hallum has a 'Buy' rating on SRAD"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1943747556653035847) 2025-07-11 19:01:45 UTC 5337 followers, XXX engagements "$RUN Attached is page X of a 5-page Wells Fargo analyst report on RUN issued yesterday entitled: "Quick Thoughts from Our Pre Quarter Catchup" Wells Fargo has an 'Overweight' rating on RUN with a $X price target. Wells Fargo's 'Call' regarding RUN in the report includes the following: "We caught up with RUN yesterday ahead of Q2. Our meeting was before the EO announced by Trump (our take). Overall the final version of OBBB is very positive on RUN. However we anticipate muted performance till there's more clarity from Treasury. Initial Thoughts: Walking Through Safe Harbor Math: RUN ran"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1942899628287889585) 2025-07-09 10:52:23 UTC 5303 followers, XXX engagements "$AZN $CLF $COIN $CORZ $CRWD $DASH $JD $NFLX $PRCT $SOUN Hey Everyone In addition to the information relating to company analyst reports/notes that I posted today I will also be posting information regarding analyst reports/notes this evening for the following companies: 1) AZN 2) CLF 3) COIN 4) CORZ 5) CRWD 6) DASH 7) JD 8) NFLX 9) PRCT 10) SOUN Feel free to check back this evening if any of these companies are of interest to you. I hope this information is useful to many members. Cheers DC77"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1944839549118779722) 2025-07-14 19:20:56 UTC 5336 followers, 5199 engagements "$THC Tenet Healthcare sees 2025 EPS $15.55-$16.21 consensus $XXXXX -- Sees 2025 revenue $20.95B-$21.25B consensus $20.92B"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1947611503294877992) 2025-07-22 10:55:41 UTC 5344 followers, XXX engagements "$RGLD $SAND $HNCUF Royal Gold to acquire Sandstorm Gold Horizon Copper Royal Gold (RGLD) announced its entry into agreements to acquire each of Sandstorm (SAND) and Horizon Copper Corp. (HNCUF). Under the terms of the agreement with Sandstorm Royal Gold will acquire XXX% of the issued share capital of Sandstorm in exchange for Royal Gold shares at an exchange ratio of XXXXXX common shares of Royal Gold for each common share of Sandstorm. The exchange ratio implies a premium of XX% based on the 20-day volume-weighted average price and XX% based on the closing price of Sandstorm shares on the"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1942180146141610153) 2025-07-07 11:13:25 UTC 5291 followers, XXX engagements "$ENVX Enovix releases supplemental FAQ to support warrant dividend distribution"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1945103461810421816) 2025-07-15 12:49:38 UTC 5313 followers, 1004 engagements "$HSAI Hesai reports Q1 EPS RMB XXXX vs (RMB 0.54) last year Reports Q1 revenue RMB 525.3M vs RMB 359.1M last year. "Hesai was ranked as the world's No.1 automotive lidar company by revenue market share for the fourth consecutive year in 2024 according to Yole Group-affirming our industry leadership. 2025 is off to a strong start and we are ready to build on this momentum" said Yifan "David" Li Hesai's Co-Founder and CEO. "At the 2025 Shanghai Auto Show one thing was clear-OEMs are all-in on intelligent driving. Our three core beliefs for lidar echo this vision-safety is not optional never"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1927150289661854115) 2025-05-26 23:50:08 UTC 5321 followers, XXX engagements "$GOOGL $TSLA From The Verge: "Waymo responds to Teslas d*ck joke with a bigger Austin robotaxi map""  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1946166347131400495) 2025-07-18 11:13:09 UTC 5309 followers, XXX engagements "$CRWV Attached is page X of a 5-page Wells Fargo analyst report on CRWV issued yesterday entitled: "Acquiring Core ScientificMoving Down the Stack" Wells Fargo has a 'Equal Weight' rating on CRWV with a $XX price target. Wells Fargo's 'Call' regarding CRWV in the report includes the following: "View CRWV's deal for CORZ as strategically bolstering its DC capacity & see equity financing as sensible given the recent run-up in shares. However still see LT concerns around unit economics & concentration w/ NT risks around lockup expiry ahead. Initial Thoughts: Acquisition Rationale: CRWV announced"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1945810326902980969) 2025-07-17 11:38:27 UTC 5317 followers, XXX engagements "$SNPS Attached is page X of a 5-page Wells Fargo analyst report on SNPS issued yesterday entitled: "China Conditionally Approves Ansys Deal" Wells Fargo has a 'Equal Weight' rating on SNPS with a $XXX price target. Wells Fargos 'Call' regarding SNPS in the report includes the following: "China SAMR has conditionally approved SNPS's acq. of ANSS which we expect to close imminently. Trading at an estimated 10-turn P/E discount to CDNS we expect SNPS investor sentiment to continue turning positive given a deal resolution. Initial Thoughts: News: Overnight (7/14) China's SAMR announced it has"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1945083938453459002) 2025-07-15 11:32:03 UTC 5309 followers, XXX engagements "$COMP Compass sees Q1 revenue $1.35B-$1.475B consensus $1.34B Sees Q1 adjusted EBITDA of $XX million to $XX million"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1891959156275310672) 2025-02-18 21:13:08 UTC 5336 followers, 1223 engagements "$PNTG $EHAB $BTSG $ENH $ADUS $AMED Home health stocks under pressure following proposed rate cuts Shares of several home health services providers are under pressure on Tuesday after the Centers for Medicare and Medicaid Services proposed a XXX% aggregate decrease in Medicare Home Health payments. The proposed cut to home nursing payment rates was worse than Wall Street seemed to be expecting. "The proposed CY 2026 updated rates include the proposed CY 2026 Home Health payment update of 2.4%; an estimated XXX% decrease that reflects the net impact of the proposed permanent behavior adjustment"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1940047220469891159) 2025-07-01 13:57:56 UTC 5301 followers, XXX engagements "$SBUX Attached is page X of a 17-page RBC Capital Markets analyst report on SBUX issued yesterday entitled: "3Q25 preview" RBC Capital Markets has a 'Outperform' rating on SBUX with a $XXX price target. RBC Capital Markets' 'View' regarding SBUX in the report includes the following: "SBUX (reports AMC on 7/29) has been one of the most debated names in the restaurant space as the new CEO looks to turn the business around. Key debates into the print have largely been around the magnitude of incremental labor investment and to what degree it will drive traffic. Expectations around FY25/FY26 EPS"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1947470591054717373) 2025-07-22 01:35:45 UTC 5343 followers, XXX engagements "$GOOGL Attached is page X of a 9-page Bank of America analyst report on GOOGL issued today entitled: "Takeaways from ad check call with Inventus Media" Bank of America has a 'Buy' rating on GOOGL with a $XXX price target. Bank of America's summary statement regarding GOOGL in the report includes the following: "Ad spending improved as 2Q progressed: We hosted Andrew Mclean founder of Inventus Media to discuss 2Q trends in the Online media ad spend. Overall Mr. Mclean expects digital ad growth to modestly accelerate in 2Q vs 1Q. Our top takeaways include: 1) 2Q ad activity started slowly in"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1945229266880241790) 2025-07-15 21:09:32 UTC 5318 followers, XXX engagements "$AMZN Attached is page X of a 8-page Citizens analyst report on AMZN issued Friday (7/18) entitled: "Reviewing Prime Day Traffic: Amazon Lost Share This Prime Day" Citizens has a 'Market Outperform' rating on AMZN with a $XXX price target. Citizens' summary statement regarding AMZN in the report includes the following: "Coming off Amazon's Prime Day (July X to July 11) we analyzed third-party data to assess competitive dynamics and engagement trends during the event: Based on our analysis we come away believing sales growth was likely low-to-mid single digits as incremental traffic was"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1946955223362113691) 2025-07-20 15:27:52 UTC 5343 followers, XXX engagements "$PATH Attached is page X of a 8-page Truist analyst report on PATH issued yesterday entitled: "Fine-Tuning Qtrly FY26 Ests; Co. Touting Unique Combo of Robots Agents & Orchestration; Maintain Hold" Truist has a 'Hold' rating on PATH with a price $XX target. Truist's summary statement regarding PATH in the report includes the following: "Tweaks to our ests include reduction in 2Q FCF (likely too aggressive post strong 1Q performance and in relation to Street) and also likely mis-modeled rev between 3Q and 4Q hence shifting subscription service rev from 3Q to 4Q. Overall key ests for FY26"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1945247156476240068) 2025-07-15 22:20:37 UTC 5343 followers, XXX engagements "$DIA $SPY $QQQ $IWM $TLT Yes.of course.tariffs will not create any inflation (sigh):"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1945094435512983565) 2025-07-15 12:13:46 UTC 5323 followers, 2526 engagements "$OMC Omnicom reports Q2 non-GAAP EPS $XXXX consensus $XXXX -- Q2 revenue $4.016B consensus $3.95B"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1945213685816856726) 2025-07-15 20:07:37 UTC 5314 followers, XXX engagements "$ARGX Argenx presents new Efgartigimod data at EULAR 2025 argenx SE "announced the presentation of positive results from Phase X studies evaluating VYVGART in Sjogren's disease and idiopathic inflammatory myopathies at the European Congress of Rheumatology EULAR 2025 from June XX - XX in Barcelona Spain. argenx also announced that the FDA has granted efgartigimod Fast Track designation for the treatment of primary Sjogren's disease.""  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1932589775187554507) 2025-06-11 00:04:42 UTC 5314 followers, XXX engagements "$LCID Attached is page X of a 4-page Benchmark analyst report on LCID issued Thursday (7/17) entitled: "Uber Invests $300mm in LCID Forming Strategic Partnership; Reverse Split Proposed; Raising Target Price to $XXXX from $5.00" Benchmark has a 'Buy' rating on LCID with a $X price target. Benchmark's summary statement regarding LCID in the report includes the following: "Lucid Announces Strategic Partnership with Uber and Nuro Inc. Lucid has entered into a landmark partnership with Uber and autonomous vehicle developer Nuro Inc. to deploy 20000 Gravity SUVs equipped with the Nuro Driver over"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1946739159399371135) 2025-07-20 01:09:18 UTC 5324 followers, XXX engagements "#uranium #nuclear #nuclearstocks $LEU Attached is page X of a 97-page (yes XX pages - Initiating Coverage) Stifel analyst report on LEU issued yesterday entitled: "Enriching the United States Energy Future; Initiating with Buy and $XXX Target Price" Stifel has a 'Buy' rating on LEU with a $XXX price target. Stifel's 'Summary' regarding LEU in the report includes the following: "The atrophy of the U.S. nuclear supply chain is a key headwind for the resurgence in nuclear power in the U.S. market. With its long-time ties to the U.S. Government and as the only publicly-traded nuclear enrichment"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1943714376386539541) 2025-07-11 16:49:54 UTC 5314 followers, 5226 engagements "$USO $NAT $XLE $FRO $XOP $OIL $OIH From Bloomberg: "EU Imposes New Raft of Sanctions on Russia and Its Oil Trade""  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1946177562117324880) 2025-07-18 11:57:43 UTC 5336 followers, XXX engagements "$MEDP Medpace reports Q2 EPS $XXXX consensus $XXXX -- Q2 revenue $603.3M consensus $537.98M"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1947390572429201765) 2025-07-21 20:17:47 UTC 5343 followers, 2506 engagements "$LLY Attached is page X of a 7-page Guggenheim analyst report on LLY issued yesterday entitled: "LLY: Pre-2Q25 Model Update - 2H25 Is Catalyst Rich; Solid Setup for Sustained Tirzepatide Franchise Growth" Guggenheim has a 'Buy' rating on LLY with a $XXX price target. Guggenheim's 'Key Message' regarding LLY in the report includes the following: "We are updating our model ahead of 2Q which includes updated tirzepatide forecasts based on our Rx analysis and inclusion of 2Q IPR&D estimated $XXXX impact on EPS. We estimate 2Q Mounjaro sales of $4490M vs. $4389M/$4892M VisibleAlpha/FactSet"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1943997937580675161) 2025-07-12 11:36:40 UTC 5315 followers, XXX engagements "$BHF Brighthouse jumps almost XX% after WSJ report of Aquarian acquisition talks"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1945224137456099710) 2025-07-15 20:49:09 UTC 5308 followers, XXX engagements "$FOLD Amicus announces approval of Pombiliti + Opfolda in Japan Amicus Therapeutics announced that Japan's Ministry of Health Labour and Welfare MHLW has approved Pombiliti + Opfolda for the treatment of adult patients with late-onset Pompe disease LOPD. "We are delighted that we will now be able to offer a compelling new treatment option to patients living with late-onset Pompe disease in Japan. We are grateful to the MHLW and to Japan's Pompe community including the patients families and physicians who participated in our clinical studies for their collaboration" said Bradley Campbell"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1937831028015366470) 2025-06-25 11:11:34 UTC 5323 followers, XXX engagements "$MRX Marex Group added to membership of Russell 3000 Index Marex Group announces its membership of the broad-market Russell 3000 Index and inclusion in the small-cap Russell 2000 Index effective after US market open today as part of the 2025 Russell indexes reconstitution. Ian Lowitt CEO of Marex commented: "Joining the Russell US Indexes is an important milestone in our evolution as a public company. This membership will enhance our profile among a broader base of investors and aligns with our commitment to long-term value creation for our shareholders.""  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1939655582497046641) 2025-06-30 12:01:42 UTC 5289 followers, XXX engagements "$ENVX Enovix Corporation announced that it will distribute warrants to purchase Enovix common stock to its shareholders and certain convertible noteholders on Monday July 21"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1947277871275270543) 2025-07-21 12:49:57 UTC 5343 followers, 1173 engagements "$AMD $INTC $MCHP $MU $QCOM $TXN $NVDA $MRVL $JNJ $LLY $MRK $PFE $SNY $AZN $GSK $NVS $RHHBY $BMY Bloomberg: "Trump Says Drug Tariffs Probable by Aug. X Downplays More Deals" Takeaways (Bloomberg AI): -- President Donald Trump said he was likely to impose tariffs on pharmaceuticals as soon as the end of the month and on semiconductors soon as well. -- Trump told reporters that pharmaceutical tariffs would start low and increase to a very high tariff after giving companies a year to build. -- Trump predicted that he could strike trade deals with countries before implementing his reciprocal"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1945433495108481081) 2025-07-16 10:41:04 UTC 5308 followers, XXX engagements "$FOX $FOXA Fox Corp. acquires sports broadcasting platform Caliente TV Fox Corporation announced its acquisition of Caliente TV a sports broadcasting platform in Mexico. Carlos Martinez has been appointed to the role of Executive Vice President and Managing Director Latin America Fox Corporation responsible for overseeing the overall FOX broadcast strategy in Latin America and the transition of Caliente TV in Mexico and the channel's launch in Central America. "With this acquisition FOX will develop a multi-platform business that will include the launch of a new Pay TV channel and an SVOD"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1935863488166982142) 2025-06-20 00:53:16 UTC 5323 followers, XXX engagements "$MSTR $COIN $MARA $RIOT $BTBT $BITF $WULF $GREE $SDIG $CORZ $BTC $XRP Ripple applying for U.S. banking license WSJ reports Ripple which manages cross-border payments and a dollar-backed stablecoin called RLUSD has applied for a national banking license The Wall Street Journal's Vicky Ge Huang reports. RLUSD is currently subject to state oversight through the New York Department of Financial Services. "The dual nature of that regulation would basically have set a new bar for transparency and compliance in the stablecoin market" said Jack McDonald senior vice president of stablecoins at Ripple."  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1940477949519581470) 2025-07-02 18:29:30 UTC 5310 followers, XXX engagements "$GE Attached is page X of a 14-page RBC Capital Markets analyst report on GE issued yesterday entitled: "Conservative outlook offsets incremental services upside maintain OP PT to $300" RBC Capital Markets has a 'Outperform' rating on GE with a $XXX price target. RBC Capital Markets' 'View' regarding GE in the report includes the following: "GE Aerospace (GE) reported 2Q25 results with adj. EPS of $XXXX beating consensus of $XXXX and adj. EBIT of $2.3B beating consensus by 10%. The 2028 adj. EBIT guide of $11.5B was likely at the low end of investor expectations. We are not surprised by some"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1946757206185234673) 2025-07-20 02:21:01 UTC 5312 followers, XXX engagements "$MSTR $MARA $RIOT $COIN $BTBT $BITF $WULF $GREE $SDIG $CORZ From The Financial Times: "Donald Trump set to open U.S. retirement market to crypto investments""  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1946155341739139156) 2025-07-18 10:29:25 UTC 5328 followers, XXX engagements "$MOD Attached is page X of a 3-page D.A. Davidson analyst report on MOD issued yesterday entitled: "CDI Acquisition Appears Logical; BUY/$135 PT" D.A. Davidson has an 'Buy' rating on MOD with a $XXX price target. D.A. Davidson's summary statement regarding MOD in the report includes the following: "This morning MOD announced that it had acquired Climate by Design International (CDI) which manufactures desiccant dehumidification technology and critical process air handlers for an aggregate transaction value of $65M. At first blush this acquisition appears to be logical as it expands MODs IAQ"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1940566974700179803) 2025-07-03 00:23:15 UTC 5311 followers, XXX engagements "$DKNG Attached is a Mizuho analyst note regarding DKNG issued today entitled: "Must Buy Opportunity in DKNG and BYD. Pounding the Table""  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1943653149966807394) 2025-07-11 12:46:36 UTC 5303 followers, 2144 engagements "$ADI Goldman Sachs initiates ADI with Buy and $XXX price target"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1943272036916158774) 2025-07-10 11:32:12 UTC 5323 followers, XXX engagements "$SNOW $IPG Snowflake Acxiom partner on AI-powered marketing data infrastructure Snowflake (SNOW) and Acxiom the connected data and technology foundation of Interpublic Group (IPG) announced a strategic initiative to build and deliver a modern AI-powered marketing data infrastructure that will fundamentally transform how brands leverage AI for marketing. This collaboration will enable IPG to bring its proprietary data identity and collaboration tools directly into brands' Snowflake environments"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1934552042946584893) 2025-06-16 10:02:03 UTC 5323 followers, XXX engagements "$FNB F.N.B. reports Q2 EPS 34c consensus 34c -- Q2 revenue $438M consensus $424.37M"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1945945238800932996) 2025-07-17 20:34:33 UTC 5290 followers, XXX engagements "$FCPT FCPT announces acquisition via sale-leaseback of four properties for $16.9M Four Corners Property Trust announced the acquisition via sale-leaseback of four Christian Brothers Automotive properties for $16.9M. "The properties are located across Ohio Florida and Nebraska. The sites are in strong retail corridors with high traffic and attractive demographics. The properties are each under a long-term lease guaranteed by the corporate entity. The transaction was priced at a cap rate in range with previous FCPT transactions" the company stated"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1926981948636905511) 2025-05-26 12:41:12 UTC 5322 followers, XXX engagements "$AMD $AMZN $AVGO $BABA $DASH $DKNG $GOOGL $IOVA $JD $JPM $LITE $MA $NFLX $OPRA $PATH $PENN $PLTR $SEDG $SHOP $SNPS $UBER $VKTX Hello Everyone I have now posted information regarding analyst reports/notes for the companies mentioned in the re-shared post below. I hope this information is useful to everyone. Cheers DC77"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1945313969964527810) 2025-07-16 02:46:07 UTC 5303 followers, 2804 engagements "$AMZN $VEEV Amazon Veeva expand 10-year relationship Amazon Web Services a division of Amazon (AMZN) and Veeva Systems (VEEV) announced an expansion of their long-standing collaboration. Veeva uses AWS as the cloud infrastructure for its Veeva Vault applications including Veeva Vault CRM Suite with over XX applications and data offerings now using AWS. Building on this Veeva is expanding beyond infrastructure use including integrating Amazon Connect into its Vault CRM Service Center. AWS also recently joined Veeva's AI Partner program"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1937863179092029486) 2025-06-25 13:19:20 UTC 5341 followers, XXX engagements "$TSLA Attached is page X of a 13-page Bank of America analyst report on TSLA issued today entitled: "Tesla GM Ford: 2Q25 Preview" Bank of America has a 'Neutral' rating on TSLA with a $XXX price target. Bank of America's summary statement regarding TSLA in the report includes the following: "F better positioned than GM TSLA is in a challenging spot: As 2Q25 earnings season is right ahead of us we revise TSLA GM and F estimates. We see F better positioned relatively to GM given that F may be able to capitalize on strong sales while GM may face some mix headwinds in the quarter. The different"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1947354651822854278) 2025-07-21 17:55:03 UTC 5323 followers, XXX engagements "$EOSE I believe this should be bullish for EOSE:"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1945934749609926790) 2025-07-17 19:52:52 UTC 5343 followers, 3676 engagements "$TRU $FICO $EFX $EXPGY FHFA's Pulte says doing 'full scale review of all credit bureaus' In a reply to a tweet on X Bill Pulte the Director of the Federal Housing Finance Agency stated: "We are doing a full scale review of all credit bureaus." The three major publicly traded credit bureaus in the U.S. are Equifax (EFX) Experian (EXPGY) and TransUnion (TRU)"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1938663753559478684) 2025-06-27 18:20:32 UTC 5296 followers, XXX engagements "$REGN $SNY Regeneron Sanofi announce Dupixent outperformed Xolair Regeneron Pharmaceuticals (REGN) and Sanofi (SNY) presented positive results from the EVEREST Phase X trial in adults with severe chronic rhinosinusitis with nasal polyps and coexisting asthma. In the trial Dupixent outperformed Xolair on all primary and secondary efficacy endpoints of CRSwNP and in all asthma-related endpoints. The data are from the first-ever presented head-to-head respiratory trial with biologic medicines and were shared in a late-breaking oral presentation at the 2025 European Academy of Allergy and"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1934412667625549833) 2025-06-16 00:48:14 UTC 5321 followers, XXX engagements "$LMT Lockheed Martin cuts FY25 EPS view to $21.70-$22.00 from $27.00-$27.30 -- FY25 consensus $27.46"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1947621959182745838) 2025-07-22 11:37:14 UTC 5343 followers, XXX engagements "$SOFI Citizens JMP downgraded SoFi Technologies to Market Perform from Outperform without a price target"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1944702016124555458) 2025-07-14 10:14:26 UTC 5308 followers, XXX engagements "$AVY Avery Dennison reports Q2 adjusted EPS $XXXX consensus $XXXX -- Q2 revenue $2.2B consensus $2.23B"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1947610848278479164) 2025-07-22 10:53:05 UTC 5340 followers, XXX engagements "$PM Philip Morris sees FY25 adjusted EPS ex-currency $7.33-$7.46 -- Consensus is $7.47"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1947614218049753190) 2025-07-22 11:06:29 UTC 5343 followers, XXX engagements "$PARA $PARAA Paramount fearing backlash delays $35M settlement with Trump NYP reports 06:14 PARA PARAA A potential $35M settlement of President Trump's lawsuit against Paramount's CBS has been delayed as the company's management continues to fear a potential legal backlash Charles Gasparino reports for The New York Post. While the two sides remain in active settlement negotiations Paramount's hesitancy to make a deal has prompted members of Trump's legal team to maintain its initial bargaining position and demand even more money to end the protracted legal dispute according to sources close"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1936007841304752318) 2025-06-20 10:26:53 UTC 5323 followers, XXX engagements "$UNP $NSC The Wall Street Journal - Union Pacific considers deal for Norfolk Southern"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1945947075352379788) 2025-07-17 20:41:51 UTC 5307 followers, 1135 engagements "$FTV $RAL Fortive completes Ralliant separation names Olumide Soroye as CEO Fortive (FTV) announced that it has completed the separation of its Precision Technologies segment through the XXX% spin-off of Ralliant (RAL) to its shareholders on June XX 2025. Fortive shares will continue to trade on the New York Stock Exchange under the symbol "FTV" and effective June XX Ralliant will begin "regular way" trading on the New York Stock Exchange under the symbol "RAL." In connection with the separation on June XX 2025 Fortive shareholders received one share of common stock of Ralliant for every"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1939630570377547856) 2025-06-30 10:22:19 UTC 5323 followers, XXX engagements "$CRSP Crispr announces updates across in vivo cardiovascular disease progams CRISPR Therapeutics announced updates across its in vivo cardiovascular disease programs. These include new data for CTX310 targeting ANGPTL3 as well as continued progress on CTX320 targeting the LPA gene and CTX340 targeting the AGT gene. CTX310 targeting ANGPTL3: CTX310 is in an ongoing Phase X first-in-human clinical trial targeting ANGPTL3 in four patient groups. These new results build upon previously disclosed results from the first XX patients across the first four cohorts. The Company anticipates presenting"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1938194087926014161) 2025-06-26 11:14:15 UTC 5323 followers, XXX engagements "$BA Attached is a Barclays analyst note regarding BA issued today entitled: "Two Deliveries So Far in July First Flights 30/Month" Barclays has an 'Overweight' rating on BA with a $XXX price target"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1943389167959876061) 2025-07-10 19:17:38 UTC 5294 followers, XXX engagements "$TLN Attached is page X of a 9-page Bank of America analyst report on TLN issued today entitled: "Acquisition creates immediate & significant value" Bank of America has a 'Buy' rating on TLN with a $XXX price target. Bank of America's summary statement regarding TLN in the report includes the following: "TLN acquires X GW of high-quality gas CCs: Talen Energy (TLN) has acquired Moxie Freedom Energy Center (PA) and Guernsey Power Station (OH) in the PJM region with attributes highlighted in Exhibit X. This acquisition is $XXX bn gross with $XXX mn estimated tax benefit leading to a $XXX bn net"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1946283872133554632) 2025-07-18 19:00:09 UTC 5291 followers, XXX engagements "$BYDDF $GELYF $TSLA $GM $F Republican EV cuts may put U.S. carmakers further behind China NYT says President Trump said his policies are set to revive auto manufacturing in the U.S. but Republican attack on EVs could to the opposite Jack Ewing of The New York Times reports. China already has a head start in EVs and the batteries and materials needed to product them with companies such as BYD (BYDDF) SAIC and Geely (GELYF) producing over XX% of the electric cars sold globally in 2024. Tesla (TSLA) is the only American company that ranks among the world's largest XX EV makers with General"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1940360709595947398) 2025-07-02 10:43:37 UTC 5324 followers, XXX engagements "$BE Attached is page X of a 9-page RBC Capital Markets analyst report on BE issued yesterday entitled: "Bloom Energy Corporation" RBC Capital Markets has a 'Outperform' rating on BE with a $XX price target. RBC Capital Markets' 'View' regarding BE in the report includes the following: "While we can't speak to the specific motives behind SK's partial divestment of its stake in BE (here) we can point to recent transactions across SK Group as an indicator of the company's continued investment in fuel cells. We view the transaction as SK taking the opportunity to monetize an investment that"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1943992344321102156) 2025-07-12 11:14:27 UTC 5320 followers, XXX engagements "$DHI D.R. Horton reports Q3 EPS $XXXX consensus $XXXX -- Q3 revenue $9.2B consensus $8.8B"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1947604155906031876) 2025-07-22 10:26:30 UTC 5344 followers, XXX engagements "$DIA $SPY $QQQ $TLT $IWM From Industry News: U.S. retail imports rise in May despite tariff uncertainty; China-origin goods down sharply -- Telsey Advisory Group Analyst Dana Telsey highlighted "The rollout of tariffs by the Trump administration in 2025 to U.S. trade partners has brought about a high degree of trade uncertainty globally. We have analyzed the U.S. trade data given the unprecedented tariff landscape and the severity of tariff rates. U.S. imports rose XXXX% YTD May 2025 to about $1.5T. YTD May 2025 imported goods accounted for XXXX% of total 2024 imports compared with YTD May"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1947301235398246701) 2025-07-21 14:22:48 UTC 5338 followers, XXX engagements "$HLN Haleon breaks ground on new GBP 130M global oral health center Haleon broke ground on its new Global Oral Health Innovation Centre in Weybridge Surrey. This state-of-the-art facility will enhance Haleon's science capabilities accelerate innovation and serve as a centre of excellence for global oral health research"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1942014142715478119) 2025-07-07 00:13:47 UTC 5314 followers, XXX engagements "$AKRO Akero Therapeutics announces new analyses of Phase 2b HARMONY trial Akero Therapeutics announced results from new analyses of the 96-week Phase 2b HARMONY trial of efruxifermin EFX in patients with pre-cirrhotic metabolic dysfunction-associated steatohepatitis MASH in an oral presentation and a poster presentation at the European Association for the Study of the Liver EASL Congress 2025 taking place May 7-10 in Amsterdam the Netherlands. The presentations corroborate the antifibrotic activity previously reported by conventional pathology for EFX in patients with pre-cirrhotic MASH."  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1921713579763314765) 2025-05-11 23:46:35 UTC 5289 followers, XXX engagements "$NXPI NXP Semiconductors sees Q3 EPS $2.89-$3.30 consensus $XXXX -- Sees Q3 revenue $3.05B-$3.25B consensus $3.04B"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1947390879985242372) 2025-07-21 20:19:01 UTC 5336 followers, XXX engagements "$FOR Forestar Group still sees FY25 revenue $1.50B-$1.55B consensus $1.54B"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1947609691518808441) 2025-07-22 10:48:29 UTC 5340 followers, XXX engagements "$AAPL $GOOGL $GOOG From The Washington Examiner: "UK moving on new penalties for Apple and Google amid trade discussions with Trump""  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1947240424285839449) 2025-07-21 10:21:09 UTC 5323 followers, XXX engagements "$LAD Lithia & Driveway sees Q2 EPS $9.70-$10.00 consensus $XXXX Q2 revenue $9.4B-$9.6B consensus $9.56B"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1945070618795188331) 2025-07-15 10:39:07 UTC 5289 followers, XXX engagements "$ANGO $TRX $LAD $C $UNTY $JPM $NVDA $AMD $WFC $BLK $STT $ERIC $BK $ACI Feel free to follow me for pre-market and after-hours movers every day. PRE-MARKET MOVERS: Currently Higher After Earnings: -- AngioDynamics (ANGO) up XXXX% -- TRX Gold (TRX) up XXX% -- Lithia & Driveway (LAD) up XXX% -- Citi (C) up XXX% -- Unity Bancorp (UNTY) up XXX% -- JPMorgan (JPM) up XXX% Currently Also Higher: -- Nvidia (NVDA) and Advanced Micro Devices (AMD) up XXX% and XXX% respectively after expectations of chip sales to China to resume Currently Lower After Earnings: -- Wells Fargo (WFC) down XXX% -- BlackRock"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1945109330342171021) 2025-07-15 13:12:57 UTC 5323 followers, XXX engagements "$AZN $CLF $COIN $CORZ $CRWD $DASH $JD $NFLX $PRCT $SOUN Hello Everyone I have now posted information regarding analyst reports/notes for the companies mentioned in the re-shared post below. I hope this information is useful to everyone. Cheers DC77"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1944962312927838397) 2025-07-15 03:28:45 UTC 5303 followers, 1862 engagements "$ARE Alexandria Real Estate options imply XXX% move in share price post-earnings"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1947365273830293877) 2025-07-21 18:37:16 UTC 5344 followers, XXX engagements "$CCK Crown Holdings reports Q2 adjusted EPS $XXXX consensus $XXXX -- Q2 revenue $3.15B consensus $3.1B"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1947388189636767862) 2025-07-21 20:08:19 UTC 5336 followers, XXX engagements "$FITB Fifth Third announces buyback authorization for up to 100M shares of stock Fifth Third Bancorp announced that its Board of Directors approved a new share repurchase authorization of up to XXX million shares which replaces the previous authorization from 2019 under which XXXX million shares remain. The new repurchase authorization does not have an expiration date does not include specific price targets may be executed through open market purchases or one or more private negotiated transactions including Rule 10b5-1 programs and may be suspended at any time"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1934703213510328673) 2025-06-16 20:02:45 UTC 5314 followers, XXX engagements "$HUM Humana loses in suit to reverse Medicare bonus payment cut Bloomberg reports"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1946213228461109610) 2025-07-18 14:19:27 UTC 5311 followers, XXX engagements "$BBY Attached is page X of a 16-page Piper Sandler analyst report on BBY issued yesterday entitled: "Downgrading to Neutral - Lacking Catalysts" Piper Sandler has a 'Neutral' rating on BBY with a $XX price target. Piper Sandler's 'Conclusion' regarding BBY in the report includes the following: "We are downgrading BBY to Neutral and reducing our PT to $XX (11.5x FY27E EPS). Certainly we recognized BBY has underperformed YTD and both expectations and valuation are low. However we don't see any meaningful catalysts in the coming quarters to meaningfully accelerate comp/EPS growth. And we have"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1944830275671998679) 2025-07-14 18:44:05 UTC 5310 followers, XXX engagements "$LCID $TSLA Lucid Group's Lucid Air EV models gain access to Tesla's Supercharger network"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1947646267879821450) 2025-07-22 13:13:50 UTC 5343 followers, XXX engagements "$OXY Attached is a Mizuho analyst note regarding OXY issued today entitled: "OXY: 2Q25 Earnings Miss Belies Potential FCF Inflection in 2H25 and Beyond; PT to $65" Mizuho has a 'Neutral' rating on OXY with a $XX price target"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1945120627158823102) 2025-07-15 13:57:50 UTC 5344 followers, 1747 engagements "$CAAP Corporacion America Airport reports Q1 EPS 25c consensus 47c Reports Q1 revenue $447.8M vs. $433.0M last year. Commenting on the results for the quarter Mr. Martin Eurnekian CEO of Corporacion America Airports noted: "We had a solid start to 2025 driven by a strong recovery in Argentina and traffic growth across all our markets. Total passenger traffic rose by over X% year-over-year or more than X% when excluding the discontinued Natal concession in Brazil. Argentina led the rebound delivering double-digit growth and reaching record-high volumes in January. Uruguay also achieved an"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1925666487961874457) 2025-05-22 21:34:02 UTC 5296 followers, XXX engagements "$GS Attached is page X of a 10-page Bank of America analyst report on GS issued yesterday entitled: "Cyclical + Structural tailwinds to drive stock outperformance" Bank of America has a 'Buy' rating on GS with a $XXX price target. Bank of America's summary statement regarding GS in the report includes the following: "See upside to 2026 EPS/ROTCE ($55/16%) forecast: 2Q25 core EPS of $XXXXX handily beat BofA/cons. ests (+12%/11%) driven by a blowout quarter for M&A advisory +71% YoY and equities trading +36%. No material changes to our 2H25/FY26e EPS. We see upside to our above consensus (8%)"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1946014020269490320) 2025-07-18 01:07:52 UTC 5323 followers, XXX engagements "$EA Electronic Arts to sunset 'Anthem' on January XX 2026 Electronic Arts said that it will be sunsetting 2019 live-services game "Anthem" on January XX 2026. "This means that the game will still be playable online for the next 180+ days" the company said. "As of today you can no longer purchase in-game premium currency but you can still use your remaining balance until the servers go offline. We deeply appreciate your dedication passion and support over the years and we'd like to thank you for that.""  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1940859762473681289) 2025-07-03 19:46:41 UTC 5296 followers, XXX engagements "$GNS $BTC.X Genius Group increases Bitcoin Treasury to XXX Bitcoin accelerates plans"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1947270870717665622) 2025-07-21 12:22:08 UTC 5328 followers, XXX engagements "$GMED Globus Medical reaffirms FY25 EPS view $3.00-$3.30 consensus $3.16"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1947270317291770177) 2025-07-21 12:19:56 UTC 5338 followers, XXX engagements "$SRAD Sportradar price target raised to $XX from $XX at Citizens JMP Will try to post more detailed information later today"  [@CorleoneDon77](/creator/x/CorleoneDon77) on [X](/post/tweet/1945070064547320239) 2025-07-15 10:36:55 UTC 5337 followers, XXX engagements
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@CorleoneDon77 DonCorleone77
DonCorleone77 posts on X about eps, bank of america, bank of, $googl the most. They currently have XXXXX followers and 3551 posts still getting attention that total XXXXXX engagements in the last XX hours.
Engagements: XXXXXX #
- X Week XXXXXXX +40%
- X Month XXXXXXXXX -XX%
- X Months XXXXXXXXX +1,335%
- X Year XXXXXXXXX +9,577,602%
Mentions: XXX #
- X Week XXXXX -XXXX%
- X Month XXXXX -XX%
- X Months XXXXXX +744%
- X Year XXXXXX +769,550%
Followers: XXXXX #
- X Week XXXXX +3.60%
- X Month XXXXX +22%
- X Months XXXXX +723%
CreatorRank: XXXXXXX #
Social Influence #
Social category influence stocks #3561 cryptocurrencies #2228 finance XXXX% technology brands XXX% countries XXXX% automotive brands XXXX% exchanges #864 currencies XXXX% travel destinations XXXX% social networks XXX%
Social topic influence eps #86, bank of america #29, bank of #136, $googl #1944, $nflx #2786, googl #111, $meta #189, $tsla #167, $amzn 0.51%, meta XXXX%
Top accounts mentioned or mentioned by @_joebaffoe @financebully @hcrubin2009 @goldmansachs @hitthebidradio @lawse @wowstrade @jonas_haraldson @btdenominator @hdt555el @biggieperms @slocan68 @quakes99 @maxthecomrade @unusualwhales @ppearlman @stocktwits @roniswrong @komradekapital @hkuppy
Top assets mentioned Bank of America (BAC) Alphabet Inc Class A (GOOGL) Netflix Inc (NFLX) Metadium (META) Tesla, Inc. (TSLA) Amazon.com, Inc. (AMZN) Microsoft Corp. (MSFT) Uber Technologies, Inc. (UBER) Apple, Inc. (AAPL) DIA (DIA) SPDR S&P XXX ETF Trust (SPY) Advanced Micro Devices (AMD) NVIDIA Corp. (NVDA) Mario Coin (COIN) PepsiCo, Inc. (PEP) TALEN ENERGY CORP (DE) (TLN) GM (GM) Dash (DASH) Core Scientific, Inc. Common Stock (CORZ) Taiwan Semiconductor (TSM) Starbucks Corporation (SBUX) Cream (CRM) Goldman Sachs (GS) Coca-Cola Co (KO) JPMorgan Chase (JPM) Capital One Financial Corp. (COF) Limitus (LMT) American Express Company (AXP) Enovix Corporation Common Stock (ENVX) BlackCoin (BLK) Bitcoin (BTC) Modefi (MOD) Oracle Corporation (ORCL) First Solar, Inc. (FSLR) General Electric Company (GE) Broadcom, Inc. (AVGO) Micron Technology, Inc. (MU) Sportradar Group AG Class A Ordinary Shares (SRAD) Lucid Group Inc (LCID) Shopify Inc (SHOP) Philip Morris International Inc. (PM) Boeing Co (BA) Basis Cash (BAC) Intel Corporation (INTC) Texas Instruments (TXN) Bloom Energy Corporation (BE) PENN Entertainment Inc (PENN) Crowdstrike Holdings Inc (CRWD) Synopsys, Inc. (SNPS) Northrop Grumman Corporation (NOC) Parsons Corporation (PSN) Morgan Stanley (MS) Lockheed Martin Corporation (LMT) Cleveland-Cliffs, Inc. (CLF) Mobileye Global Inc. Class A Common Stock (MBLY) Enphase Energy Inc (ENPH) Strategy (MSTR) AstraZeneca PLC (AZN) Elevance Health Inc (ELV) BitMine (BMNR) Pinterest, Inc. (PINS) GammaSwap (GS) Microchip Technology Inc. (MCHP)
Top Social Posts #
Top posts by engagements in the last XX hours
"$COGT $ENVX $ARTL $WNS $GEO $CXW $APGE $TSLA $CRWV $CORZ $SHEL $MGM Feel free to follow me for pre-market and after-hours movers every day. PRE-MARKET MOVERS: Currently Higher: -- Cogent Biosciences (COGT) up XXXX% after announcing top-line results from the registration-directed Part X of the SUMMIT clinical trial of bezuclastinib demonstrated clinically meaningful and highly statistically significant improvements across the primary and all key secondary endpoints -- Enovix (ENVX) up XXXX% after announcing favorable preliminary Q2 results as well as launching AI-1 silicon-anode smartphone"
@CorleoneDon77 on X 2025-07-07 13:15:03 UTC 5325 followers, XXX engagements
"$CG $SSNC SS&C to acquire Calastone from Carlyle for $1.03B" @CorleoneDon77 on X 2025-07-21 10:32:12 UTC 5322 followers, XXX engagements
"$DHR Danaher's SCIEX announces three software ecosystem enhancements SCIEX an operating company of Danaher Corporation announces three software ecosystem enhancements at ASMS. These developments will present new ways to acquire data new standards for performance and new practices to extract elevated insights all supporting the theme that "all science is data science now." The new SCIEX OS software version XXX is the latest evolution of its software platform. AI Quantitation software ushers in a new era of artificial intelligence driven data processing automation. SCIEX supports the vibrant" @CorleoneDon77 on X 2025-06-02 11:31:25 UTC 5300 followers, 7316 engagements
"$SHOP Attached is page X of a 16-page RBC Capital Markets analyst report on SHOP issued yesterday entitled: "Data points suggest Shopify's growth momentum has continued despite tariffs" RBC Capital Markets has a 'Outperform' rating on SHOP with a $XXX price target. RBC Capital Markets' 'View' regarding SHOP in the report includes the following: "Data from several third-party sources suggest Shopify's GMV growth and MRR momentum were healthy through Q2 likely slightly above consensus. We believe Shopify's continued growth and market share gains will help sustain Shopify's premium valuation" @CorleoneDon77 on X 2025-07-20 02:11:49 UTC 5317 followers, XXX engagements
"$CLVT Clarivate enters multi-year pact with Canadian Research Knowledge Network Clarivate announced a multi-year partnership with the Canadian Research Knowledge Network a consortium of libraries and research institutions in Canada. The agreement provides XX Canadian universities with expanded access to the Web of Science and is designed to enhance inter-member research collaborations improving accessibility to Web of Science content for all members" @CorleoneDon77 on X 2025-06-03 10:21:38 UTC 5323 followers, XXX engagements
"$WOLF $FTV $RAL Ralliant to replace Wolfspeed in S&P XXX at open on July X Ralliant Corp. (RAL) will replace Wolfspeed Corp. (WOLF) in the S&P SmallCap XXX effective prior to the opening of trading on Tuesday July X. S&P XXX constituent Fortive Corp. (FTV) is spinning off Ralliant in a transaction expected to be completed on June XX. Fortive will remain in the S&P XXX post spin-off. Wolfspeed announced its intention to file for bankruptcy on or before July X and is therefore no longer eligible for continued inclusion in the S&P SmallCap 600" @CorleoneDon77 on X 2025-07-01 10:37:37 UTC 5323 followers, XXX engagements
"$BMNR $HALO $OVV $CXW $GEO $PRGS $DYN $AVAV $NKTR Feel free to follow me for pre-market and after-hours movers every day. AFTER-HOURS MOVERS: Currently Higher: -- Bitmine Immersion Technologies (BMNR) up XXXX% as follow-through from regular session gain of XXXXX% after announcing $250M private placement at $XXXX as well as involving Tom Lee as Chairman. -- Halozyme Therapeutics (HALO) up XXX% after being added to Russell 1000 -- Ovintiv (OVV) up XXX% after being upgraded to Buy at Goldman Sachs -- CoreCivic (CXW) up XXX% after being started at Buy at Texas Capital -- Geo Group (GEO) up 2.1%" @CorleoneDon77 on X 2025-06-30 23:05:21 UTC 5334 followers, XXX engagements
"$PM Philip Morris sees Q3 adjusted EPS $2.08-$2.13 consensus $2.13" @CorleoneDon77 on X 2025-07-22 11:05:50 UTC 5343 followers, XXX engagements
"$GOOGL $GOOG From Bloomberg: "Google Seeks Licensing Talks With News Groups Following AI Rivals" Takeaways: -- Google is seeking to recruit news organizations for a new licensing project related to artificial intelligence according to people familiar with the matter. -- The company plans to launch a pilot project initially with about XX national news outlets according to one of the people. -- Google's licensing project is tailored to specific products according to another person familiar with the plan" @CorleoneDon77 on X 2025-07-22 11:48:11 UTC 5343 followers, XXX engagements
"$GPC Genuine Parts reports Q2 adjusted EPS $XXXX consensus $XXXX -- Q2 revenue $6.16B consensus $6.1B" @CorleoneDon77 on X 2025-07-22 11:10:32 UTC 5343 followers, XXX engagements
"$INGR Ingredion Univar Solutions expand partnership Univar Solutions Belgium announced an expansion of the partnership between their Foodology by Univar Solutions business and Ingredion to distribute in the Benelux region. Effective Oct. X 2025 the distribution expansion will bring a wide range of plant-based and clean label products including the innovative Novation range of functional native starches plant-based proteins and a comprehensive portfolio of stevia sweeteners developed by PureCircle by Ingredion to meet growing consumer demand for clean label ingredients and sugar reduction." @CorleoneDon77 on X 2025-06-18 11:06:32 UTC 5318 followers, XXX engagements
"$GPC Genuine Parts cuts FY25 adjusted EPS view to $7.50-$8.00 from $7.75-$8.25 -- Consensus $7.75" @CorleoneDon77 on X 2025-07-22 11:12:12 UTC 5343 followers, XXX engagements
"$AMD $ASML $ASTS $BA $BAC $BIDU $COIN $GEV $GS $IBM $INTC $META $MS $PEP $PINS $SBUX $TSM $VRT Hey Everyone In addition to the information relating to company analyst reports/notes that I posted today I will also be posting information regarding analyst reports/notes this evening for the following companies: 1) AMD 2) ASML 3) ASTS 4) BA 5) BAC 6) BIDU 7) COIN 8) GEV 9) GS 10) IBM 11) INTC 12) META 13) MS 14) PEP 15) PINS 16) SBUX 17) TSM 18) VRT Feel free to check back this evening if any of these companies are of interest to you. I hope this information is useful to many members. Cheers DC77" @CorleoneDon77 on X 2025-07-17 19:32:35 UTC 5308 followers, 2337 engagements
"$ALV Autoliv reports Q2 adjusted EPS $XXXX consensus $XXXX -- Q2 revenue $2.714B consensus $2.6B" @CorleoneDon77 on X 2025-07-18 10:34:58 UTC 5298 followers, XXX engagements
"$DPZ Domino's Pizza reports Q2 EPS $XXXX consensus $XXXX -- Q2 revenue $1.15B consensus $1.14B" @CorleoneDon77 on X 2025-07-21 10:19:01 UTC 5323 followers, XXX engagements
"$AMBA $COHR $CRDO $LITE $MCHP $MXL $ON $PI $QRVO $SLAD $STM $SWKS $TXN $WOLF $SMH Attached are price target updates from Susquehanna for the stocks included in this post:" @CorleoneDon77 on X 2025-07-22 17:33:06 UTC 5344 followers, XXX engagements
"$TLN Attached is page X of a 10-page Raymond James analyst report on TLN issued Friday (7/18) entitled: "Talen Clutches Opportunity to Add XXX GW of PJM CCGTs in Strategic & Accretive $3.8B Deal" Raymond James has a 'Outperform' rating on TLN with a $XXX price target. Raymond James' summary statement regarding TLN in the report includes the following: "Thursday after the close Talen Energy Corp. (TLN) announced the acquisition of two CCGT plants in PJM for $XXX billion net enterprise value in a cash deal: 1) the Moxie Freedom Energy Center in Pennsylvania from Caithness Energy; and 2) the" @CorleoneDon77 on X 2025-07-21 02:14:01 UTC 5316 followers, XXX engagements
"$MOH Molina Healthcare sees Q2 adjusted EPS $XXXX consensus $XXXX Molina Healthcare announced preliminary financial results for the second quarter of 2025 and updated its full year 2025 adjusted earnings per share guidance. The Company's announcement of preliminary results was driven by recent market dynamics and off-cycle disclosures from others in the managed health care sector. The Company now expects its second quarter 2025 adjusted earnings to be approximately $XXXX per share which is modestly below its prior expectations. This preliminary result reflects medical cost pressures in all" @CorleoneDon77 on X 2025-07-07 10:35:19 UTC 5315 followers, XXX engagements
"$BBIO Attached is page X of a 33-page (Coverage Initiation) Truist analyst report on BBIO issued today entitled: "Initiate BBIO w/ a BUY: Bullish on Attruby Launch & Pipeline Potential w/ Catalysts Galore Starting 2H25" Truist has a 'Buy' rating on BBIO with a $XX price target. Truist's summary statement regarding BBIO in the report includes the following: "Key driver is Attruby launch in ATTR-CM which appears to be off to a strong start and we expect it should continue to beat expectations. Attruby has become the preferred 1stline option for many given ease of procurement; it also seems to" @CorleoneDon77 on X 2025-07-21 17:34:52 UTC 5344 followers, XXX engagements
"$RARE Ultragenyx receives Breakthrough Therapy Designation for GTX-102 Ultragenyx Pharmaceutical announced that it has received Breakthrough Therapy Designation from the U.S. Food and Drug Administration for GTX-102 as a treatment for Angelman syndrome. "FDA Breakthrough Therapy Designation underscores both the urgent need for an effective treatment for patients and families affected by Angelman syndrome and the clinically meaningful results demonstrated to date with GTX-102" said Eric Crombez M.D. chief medical officer at Ultragenyx. "Based on the strength of the Phase X data and with strong" @CorleoneDon77 on X 2025-06-27 12:09:19 UTC 5286 followers, XXX engagements
"$AAPL $ALT $BE $CRM $GOOGL $ISRG $JNJ $LLY $MP $PENN $SBUX $SMCI $SPOT $TLN $ULTA Hello Everyone I have now posted information regarding analyst reports/notes for the companies mentioned in the re-shared post below. I hope this information is useful to everyone. Cheers DC77" @CorleoneDon77 on X 2025-07-12 17:43:01 UTC 5309 followers, 1249 engagements
"$IOVA Goldman Sachs downgraded Iovance Biotherapeutics to Sell from Neutral with a price target of $X (down from $X prior)" @CorleoneDon77 on X 2025-07-15 10:52:03 UTC 5312 followers, 1692 engagements
"$PEP Attached is page X of a 8-page Bank of America analyst report on PEP issued yesterday entitled: "A Simply pleasant surprise" Bank of America has a 'Neutral' rating on PEP with a $XXX price target. Bank of America's summary statement regarding PEP in the report includes the following: "Raising estimates PEP story remains a work in progress: 2Q results (see our recap note here) surpassed BofA/Consensus and PEP also raised its FY25 EPS outlook on lesser FX headwind. The stock reacted in kind with shares +7.5%. Our higher FY25 EPS estimate of $XXXX (prior $7.87) reflects todays beat as well" @CorleoneDon77 on X 2025-07-18 18:56:27 UTC 5288 followers, XXX engagements
"$ING ING Groep added to European Conviction List at Goldman Sachs Goldman Sachs analysts added ING Groep to the firm's European Conviction List as part of its monthly update. The firm expects exposure to German fiscal spending and improving net interest income to help ING turn around recent underperformance and re-rate the analyst tells investors" @CorleoneDon77 on X 2025-07-01 10:42:02 UTC 5323 followers, XXX engagements
"$COHR Attached is page X of a 3-page Needham analyst report on COHR issued yesterday entitled: "LITE & COHR Poised to Win Google OCS Business" Needham has a 'Buy' rating on COHR with a $XXX price target. Needham's summary statement regarding COHR in the report includes the following: "Our recent industry checks indicate that Google is moving forward with awarding its first commercial Optical Circuit Switching (OCS) supply contract to both LITE and COHR as part of an estimated $700MM 3-year program. Both companies have previously called out targeting this Google opportunity with their new OCS" @CorleoneDon77 on X 2025-07-16 12:52:23 UTC 5339 followers, XXX engagements
"$ASML $ASTS $CRM $CRWD $IONQ $PONY $ULTA $WF I have posted information relating to analyst reports/notes regarding the companies listed in the re-shared post below. I hope the information proves to be useful to many. Best DC77" @CorleoneDon77 on X 2025-07-08 00:32:50 UTC 5309 followers, 1171 engagements
"$SNPS Reuters - "China grants conditional approval for Synopsys to acquire Ansys"" @CorleoneDon77 on X 2025-07-14 10:24:58 UTC 5300 followers, XXX engagements
"$NOC Northrop Grumman raises FY25 free cash flow view to $3.05B-$3.35B -- Prior view $2.85B-$3.25B" @CorleoneDon77 on X 2025-07-22 11:11:15 UTC 5343 followers, XXX engagements
"$ABT Abbott reports Q2 adjusted EPS $XXXX consensus $XXXX -- Q2 revenue $11.14B consensus $11.02B" @CorleoneDon77 on X 2025-07-17 11:39:57 UTC 5292 followers, XXX engagements
"$EFX Equifax reports Q2 adjusted EPS $XXXX consensus $XXXX -- Q2 revenue $1.54B consensus $1.51B" @CorleoneDon77 on X 2025-07-22 10:49:57 UTC 5344 followers, XXX engagements
"$AAPL $AMAT $ARM $BABA $COF $COIN $DASH $DELL $GM $JD $KO $MSFT $RDDT $SBUX $TSLA Hello Everyone I have now posted information regarding analyst reports/notes for the companies mentioned in the re-shared post below. I hope this information is useful to everyone. Cheers DC77" @CorleoneDon77 on X 2025-07-22 01:51:53 UTC 5343 followers, 1565 engagements
"$MSFT Attached is page X of a 10-page Bank of America analyst report on MSFT issued yesterday entitled: "Raising PO into Q4 results; Leading the way for AI across infrastructure and apps" Bank of America has a 'Buy' rating on MSFT with a $XXX price target. Bank of America's summary statement regarding MSFT in the report includes the following: "Sustained security & data analytics strength driving Azure: We concluded a round of Microsoft partner checks ahead of Q4FY25 results to be reported on July XX. Commentary suggests largely in line Q4FY25 deal activity consistent with Q3. As such we" @CorleoneDon77 on X 2025-07-19 15:24:35 UTC 5301 followers, XXX engagements
"$AGCO Agco announces $1B share repurchase program" @CorleoneDon77 on X 2025-07-09 20:10:27 UTC 5309 followers, XXX engagements
"$EFX Equifax raises FY25 adjusted EPS view to $7.33-$7.63 from $7.25-$7.65 -- Consensus $7.61" @CorleoneDon77 on X 2025-07-22 10:51:08 UTC 5343 followers, XXX engagements
"$BLK Attached is page X of a 10-page Bank of America analyst report on BLK issued yesterday entitled: "2Q25E: Prepared to lead in 401k privates with HPS GIP & Preqin; Reiterate Buy" Bank of America has a 'Buy' rating on BLK with a $1224 price target. Bank of America's summary statement regarding BLK in the report includes the following: "BLK prepared to lead in target date funds with privates: More than XX% of BLKs $12.5Tn of AuM is related to retirement and the company has been at the forefront of innovation. BGI which BLK acquired in 2010 innovated the first target date fund in 1993 and now" @CorleoneDon77 on X 2025-07-16 11:29:55 UTC 5323 followers, XXX engagements
"$LMT Is that part of the DOGE cuts Lockheed: Army has requested quadrupling production of PAC-3 missiles" @CorleoneDon77 on X 2025-07-22 15:32:55 UTC 5343 followers, XXX engagements
"$GOOGL Attached is a Cantor analyst note regarding GOOGL issued today entitled: "Can Shares Work On Strong 2Q Ahead of Antitrust Ruling" Cantor has a 'Neutral' rating on GOOGL with a $XXX price target" @CorleoneDon77 on X 2025-07-17 01:32:19 UTC 5339 followers, 1918 engagements
"$NFLX Attached is page X of a 10-page Bank of America analyst report on NFLX issued yesterday entitled: "Steady stream" Bank of America has a 'Buy' rating on NFLX with a $1490 price target. Bank of America's summary statement regarding NFLX in the report includes the following: "2Q: Beat and Raise: Netflix (NFLX) reported a solid 2Q and also raised their full-year outlook for revenue and operating income margin. In our view Netflix remains among the best positioned companies in Media and Entertainment with sustainable growth drivers that should prove to be predictable and defensive amid a" @CorleoneDon77 on X 2025-07-19 15:44:04 UTC 5301 followers, XXX engagements
"$WU A glimpse: "Stablecoin an opportunity not a threat: Western Union CEO"" @CorleoneDon77 on X 2025-07-22 14:13:20 UTC 5343 followers, XXX engagements
"$COIN Attached is page X of a 14-page Cantor analyst report on COIN issued yesterday entitled: "Re-Rating Not Done; More Room to Run" Cantor has a 'Overweight' rating on COIN with a $XXX price target. Cantor's summary statement regarding COIN in the report includes the following: "Regulatory and institutional momentum have propelled Bitcoin to new ATHs as well as other major assets seeing a significant move higher. This dynamic has also helped propel shares of COIN towards ATHs. We have seen in the past that when crypto rallies trading volumes tick up and we are seeing this happening again." @CorleoneDon77 on X 2025-07-22 00:59:04 UTC 5344 followers, 1534 engagements
"$SNV Bloomberg - Synovus weighing possible merger after takeover interest" @CorleoneDon77 on X 2025-07-22 18:05:55 UTC 5344 followers, XXX engagements
"$PSN Attached is page X of a 36-page Bank of America analyst report on PSN issued Monday (7/14) entitled: "Val. Trends #886: Thinking about the future broadly" Bank of America has a 'Buy' rating on PSN with a $XX price target. Bank of America's summary statement regarding PSN in the report includes the following: "Takeaways from BofA Breakthrough Technology Forum: This week we attended BofA's Breakthrough Technology Forum hosted at the Goodwood Estate in West Sussex UK. The unique event brings together industry leaders top thinkers and investors in Breakthrough Technology. Topics covered this" @CorleoneDon77 on X 2025-07-16 11:19:36 UTC 5343 followers, XXX engagements
"$CTM Castellum creates new subsidiary focused on advanced technology products Castellum announced the creation of a new wholly owned subsidiary Castellum Advanced Technology Products. CATP will focus on teaming with other leading-edge technology companies developing technology internally and potentially taking equity positions in companies that have advanced technology which Castellum's Department of Defense customers could use" @CorleoneDon77 on X 2025-06-24 10:57:11 UTC 5300 followers, XXX engagements
"$NTRA Natera presents data from Latitude MRD assay study at ESMO Congress Natera announced data from a colorectal cancer study of its tissue-free Latitude MRD assay which were presented at the 2025 European Society for Medical Oncology GI Congress. The clinical performance of the assay was analyzed in a cohort of approximately XXX patients with resectable stage I-IV colorectal cancer. Samples were derived from the GALAXY arm of the CIRCULATE-Japan study. The Latitude assay detected recurrence with XX% sensitivity in the post-surgical MRD window and XX% sensitivity in the surveillance setting" @CorleoneDon77 on X 2025-07-07 11:20:28 UTC 5292 followers, XXX engagements
"$SFD Smithfield Foods initiated with a Buy at BofA BofA analyst Peter Galbo initiated coverage of Smithfield Foods with a Buy rating and $XX price target. Smithfield is the largest vertically integrated U.S. hog producer and fresh pork processor which services its "industry leading" packaged meats business with key brands the analyst tells investors in a research note. The firm says consumers are continuously seeking protein rich diets which should favor Smithfield's portfolio. Pork is currently the most advantaged animal protein cycle BofA adds" @CorleoneDon77 on X 2025-02-24 02:10:17 UTC 5322 followers, XXX engagements
"$UAL Attached is page X of a 7-page Bank of America analyst report on UAL issued yesterday entitled: "Inflecting demand with a cost story in place; raise estimates and PO" Bank of America has a 'Buy' rating on UAL with a $XXX price target. Bank of America's summary statement regarding UAL in the report includes the following: "UALs diversified revenues costs drive estimates higher: As discussed in our first take UALs diversified revenue streams that focus on higher end premium international and loyalty are helping drive margins to the top of the industry. Given positive commentary on recent" @CorleoneDon77 on X 2025-07-18 19:03:04 UTC 5289 followers, XXX engagements
"$DIA $SPY $IWM $QQQ $IWM $AAPL $AMZN $META $MSFT $GOOGL $GOOG $TSLA $NVDA $NFLX I BELIEVE THIS IS A VERY IMPORTANT POST: I want to start this post by sharing some numbers with you. However prior to posting the numbers I wanted to remind everyone of two things I have posted previously: 1) I mentioned previously that I believe part of being a successful trader is knowing when to be aggressive with long positions based on markets conditions as well as when to pull back or go short; and 2) I have also mentioned previously that I believed April 9th (when Donald Trump paused the tariffs) was a time" @CorleoneDon77 on X 2025-07-20 14:48:03 UTC 5343 followers, 5059 engagements
"$CRM Attached is page X of a 18-page Citizens analyst report on CRM issued yesterday entitled: "Lateral Implications from Background to the Merger; Mixed Preliminary Checks" Citizens has a 'Market Outperform' rating on CRM with a $XXX price target. Citizens' 'Investment Highlights' regarding CRM in the report includes the following: "We maintain our Market Outperform rating and $XXX price target on Salesforce after reviewing the background to the merger with Informatica that was included in Informaticas preliminary proxy statement filed on July X with the SEC after determining there were six" @CorleoneDon77 on X 2025-07-12 11:20:01 UTC 5311 followers, XXX engagements
"$DGX Quest Diagnostics raises FY25 adjusted EPS view to $9.63-$9.83 from $9.55-$9.80 -- Consensus $9.70" @CorleoneDon77 on X 2025-07-22 11:00:11 UTC 5343 followers, XXX engagements
"$PEP Attached is a Barclays analyst note regarding PEP issued today entitled: "1Q25 Earnings Prep" Barclays has a 'Equal Weight' rating on PEP with a $XXX price target" @CorleoneDon77 on X 2025-07-17 22:32:04 UTC 5323 followers, 1059 engagements
"$RF Regions Financial reports Q2 adjusted EPS 60c consensus 56c -- Q2 adjusted revenue $1.91B consensus $1.86B" @CorleoneDon77 on X 2025-07-18 10:18:22 UTC 5307 followers, XXX engagements
"$EME Emcor initiated with an Outperform at Baird Baird initiated coverage of Emcor with an Outperform rating and $XXX price target. The firm likes Emcor's portfolio of mechanical and electrical skilled labor services which service a variety of end markets that are "collectively experiencing significant investment." The company's history of execution talent investment and capital deployment "have created a durable platform" the analyst tells investors in a research note. Baird believes Emcor's asset light business model supports consistent free cash flow generation with a "rock-solid balance" @CorleoneDon77 on X 2025-06-27 10:40:15 UTC 5323 followers, XXX engagements
"$CRWD Morgan Stanley downgraded CrowdStrike to Equal Weight from Overweight with a price target of $XXX up from $490" @CorleoneDon77 on X 2025-07-14 10:15:30 UTC 5343 followers, XXX engagements
"$FOUR Shift4 Payments to acquire Smartpay for NZ$1.20 per share Shift4 has announced it has signed a definitive agreement to acquire Smartpay for NZ$296.4 million or NZ$1.20 per share. This represents a XXXX% premium to XX trading day Volume Weighted Average Price. Smartpay sells tailored payment solutions through an extensive distribution network across Australia and New Zealand supporting a diverse base of more than 40000 merchants in the region. The acquisition is expected to close in the fourth quarter of 2025 subject to regulatory approvals" @CorleoneDon77 on X 2025-06-22 23:09:37 UTC 5289 followers, XXX engagements
"$MRK Attached is page X of a 6-page Wells Fargo analyst report on MRK issued yesterday entitled: "Verona Makes Sense Financially and Strategically to Us" Wells Fargo has a 'Equal Weight' rating on MRK with a $XX price target. Wells Fargo's 'Call' regarding MRK in the report includes the following: "We think MRK buying VRNA makes sense both financially and strategically. While this would be a departure from MRK's usual R&D-centric deals it may be necessary at this point to change the narrative on the name. What is new: This AM MRK agreed to buy Verona Therapeutics for a $10B deal. Such a deal" @CorleoneDon77 on X 2025-07-11 01:38:25 UTC 5314 followers, XXX engagements
"$AMZN $GOOGL $MOD $MSFT $ORCL $RBLX $UPS Hello Everyone Today I made a number of posts containing information from analyst report/notes regarding a number of companies. In addition this evening I will be making posts with information pertaining to analyst reports/notes regarding the following companies: 1) AMZN 2) GOOGL 3) MOD 4) MSFT 5) ORCL 6) RBLX 7) UPS Feel free to check back later this evening if any of these companies are of interest to you. As always I hope this information is useful to everyone. Truly DC77" @CorleoneDon77 on X 2025-07-02 19:29:30 UTC 5314 followers, 1744 engagements
"$AMRC Ameresco sees 2025 EPS 70c-90c consensus 80c Sees 2025 revenue $1.85B-$1.95B consensus $1.88B. Ameresco said "Like every company in our industry we have also been dealing with rapidly changing tariff dynamics. While there will be some impact on costs timing of deliveries and potentially lengthening implementation schedules we believe that we have limited near-term exposure. We note that much of the equipment for ongoing Projects and Energy Assets has already been purchased and is in the country or already on our sites shielding us from tariff and price increases. Beyond 2025 we will try" @CorleoneDon77 on X 2025-05-05 20:20:02 UTC 5320 followers, XXX engagements
"$AMD $AMZN $ASML $AXP $BLK $C $CRM $FSLR $GOOGL $JPM $META $NVDA $OKLO $UBER $WFC Hello Everyone I have now posted information regarding analyst reports/notes for the companies mentioned in the re-shared post below. I hope this information is useful to everyone. Cheers DC77" @CorleoneDon77 on X 2025-07-17 01:53:02 UTC 5336 followers, 1298 engagements
"$BIDU Attached is a Barclays analyst note regarding BIDU issued Friday (7/18) entitled: "AI Cannibalization Appears to Accelerate" Barclays has a 'Equal Weight' rating on BIDU with a $XX price target" @CorleoneDon77 on X 2025-07-21 02:42:37 UTC 5323 followers, XXX engagements
"$AMZN $GOOGL $MOD $MSFT $ORCL $RBLX $UPS All posts containing information from analyst reports/notes for the stocks referenced in the re-shared post below have now been posted online. I hope this information is useful to many. Truly DC77" @CorleoneDon77 on X 2025-07-03 00:46:59 UTC 5314 followers, 1199 engagements
"$JNJ $BAC $MS $GS $PGR $PNC Some notable companies reporting before tomorrow's open with earnings consensus estimates: -- Johnson & Johnson (JNJ) consensus $XXXX -- Bank of America (BAC) consensus 87c -- Morgan Stanley (MS) consensus $XXXX -- Goldman Sachs (GS) consensus $XXXX -- Progressive (PGR) consensus $XXXX -- PNC Financial (PNC) consensus $3.53" @CorleoneDon77 on X 2025-07-15 19:58:10 UTC 5303 followers, XXX engagements
"$GE GE Aerospace sees 2028 adjusted EPS approximately $XXXX -- GE Aerospace to increase shareholders returns from 2024 to 2026 by 20%" @CorleoneDon77 on X 2025-07-17 10:58:02 UTC 5312 followers, XXX engagements
"$TLN Attached is page X of a 6-page Oppenheimer analyst report on TLN issued yesterday entitled: "Catalysts Abound; Entering Strong 2H25; Raise PT to $XXX from $250" Oppenheimer has a 'Outperform' rating on TLN with a $XXX price target. Oppenheimer's 'Summary' regarding TLN in the report includes the following: "An upsized Susquehanna/AWS PPA the opportunity to sign a data center deal at Montour and the potential for M&A give us confidence TLN shares can trade higher. The upsized PPA adds $40/share of incremental value (on top of the original $32/share) and a Montour deal could add another" @CorleoneDon77 on X 2025-07-12 17:26:43 UTC 5343 followers, XXX engagements
"$SNPS Attached is page X of a 9-page Needham analyst report on SNPS issued today entitled: "Building the Premier Chip-to-System Design Software Company; PT to $660" Needham has a 'Buy' rating on SNPS with a $XXX price target. Needham's summary statement regarding SNPS in the report includes the following: "Yesterday Synopsys announced that China has conditionally approved its acquisition of Ansys (ANSS not covered). The company expects to close the deal on or around July 17th. With this note we have updated our SNPS model by incorporating ANSS contribution by using ANSS consensus estimates." @CorleoneDon77 on X 2025-07-16 02:12:13 UTC 5307 followers, XXX engagements
"$ROP Roper Technologies reports Q2 adjusted EPS $XXXX consensus $XXXX -- Q2 revenue $1.94B consensus $1.92B" @CorleoneDon77 on X 2025-07-21 11:07:42 UTC 5331 followers, XXX engagements
"$KO Coca-Cola to launch U.S. cane sugar offering this fall" @CorleoneDon77 on X 2025-07-22 11:09:53 UTC 5343 followers, XXX engagements
"$META From The Wall Street Journal: Dang.these folks almost make as much as baseball players nowadays: "The Epic Battle for AI TalentWith Exploding Offers Secret Deals and Tears" -- The cutthroat recruitment efforts to land the smartest minds in Silicon Valley have hit a feverish new peak in recent days" @CorleoneDon77 on X 2025-07-21 10:24:18 UTC 5343 followers, XXX engagements
"$NXPI NXP Semiconductors options imply XXX% move in share price post-earnings" @CorleoneDon77 on X 2025-07-21 18:33:31 UTC 5336 followers, XXX engagements
"$NXT Nextracker' Horizon solar trackers to power XXX MW PV Park in Macedonia Nextracker announced that its NX Horizon solar trackers will power one of Europe's largest solar projects the XXX MW "Oricheio PPC Ptolemaida" solar PV park in Western Macedonia. Owned by Greek PPC Renewables or PPCR a wholly owned subsidiary of utility PPC Group the project was constructed by engineering procurement and construction or EPC company Terna SA by repurposing the land of a former coal mine with high-performance solar energy infrastructure to generate clean lower-cost electricity. Now in its final stage" @CorleoneDon77 on X 2025-06-25 10:40:53 UTC 5308 followers, XXX engagements
"$EVO Evotec cuts FY25 revenue view to EUR 760M-EUR 800M from EUR 840M-EUR 880M -- Backs FY25 adjusted EBITDA view EUR 30M-EUR 50M" @CorleoneDon77 on X 2025-07-21 10:34:14 UTC 5336 followers, XXX engagements
"$MRVL $MDB $BKSY $JD $CORZ Feel free to follow me for pre-market and after-hours movers every day. PRE-MARKET MOVERS: Currently Higher After Earnings: -- Burlington Stores (BURL) up XXXX% -- BJ's Wholesale (BJ) up XXX% -- Zscaler (ZS) up XXX% -- (JD) up XXX% HIGHER - -- Allegro MicroSystems (ALGM) up XXX% after the company confirmed that it received an unsolicited proposal from On Semiconductor (ON) to acquire Allegro for $XXXXX per share in cash -- Target Hospitality (TH) and CoreCivic (CXW) up XXXX% and XXX% respectively after the companies entered into a five-year lease and services" @CorleoneDon77 on X 2025-03-06 14:08:24 UTC 5323 followers, XXX engagements
"$CRDO Attached is a Craig Hallum analyst note regarding CRDO issued today. Craig Hallum has a 'Buy' rating on CRDO" @CorleoneDon77 on X 2025-07-11 19:02:38 UTC 5296 followers, XXX engagements
"$ALT $HTGC Altimmune secures up to $100M in credit facility Altimmune has entered into an agreement with Hercules Capital for up to $XXX million in a credit facility with a $XX million tranche funded at closing. Additional tranches will become available upon achievement of certain clinical and financial milestones aligned with the Company's pemvidutide development plans and financing needs. Access to this additional capital strengthens Altimmune's balance sheet which included $XXX million in cash and cash equivalents as of March XX 2025 and will support the ongoing development of pemvidutide" @CorleoneDon77 on X 2025-05-13 11:32:24 UTC 5286 followers, XXX engagements
"$LMT Lockheed Martin says 2026 FCF could be closer to $6B" @CorleoneDon77 on X 2025-07-22 15:34:27 UTC 5343 followers, XXX engagements
"$DASH Attached is page X of a 21-page Raymond James analyst report on DASH issued today entitled: "Ads Bottom-up = The Appetizing Path to $3B" Raymond James has a 'Strong Buy' rating on DASH with a $XXX price target. Raymond James' 'Recommendation' regarding DASH in the report includes the following: "The Call: We build a bottoms-up ad revenue model by ad unit and vertical (sponsored listing/brand/products promotions banners and off-platform; restaurant grocery & retail) following significant intra-quarter developments including a flurry of ad stack innovations and a new disclosure that ads" @CorleoneDon77 on X 2025-07-22 01:50:24 UTC 5339 followers, XXX engagements
"$UNFI -- United Natural Foods cuts FY25 adjusted EPS view to 40c-80c from 70c-90c - Consensus 82c -- Raises FY25 revenue view to $31.6B-$31.8B from $31.3B-$31.7B consensus $31.7B. -- Cuts FY25 adjusted EBITDA view to $535M-$565M from $550M-$580M" @CorleoneDon77 on X 2025-07-16 11:07:45 UTC 5336 followers, XXX engagements
"$CRCL Compass Point downgraded Circle Internet to Sell from Neutral -- Price target down from $XXX to $130" @CorleoneDon77 on X 2025-07-21 20:30:49 UTC 5343 followers, 2351 engagements
"$ZION Zions Bancorp reports Q2 EPS $XXXX consensus $1.30" @CorleoneDon77 on X 2025-07-21 20:13:17 UTC 5343 followers, XXX engagements
"$AIRE reAlpha announces $5M registered direct offering" @CorleoneDon77 on X 2025-07-21 20:34:00 UTC 5343 followers, 1453 engagements
"$HROW Attached is a B. Riley analyst note regarding HROW issued yesterday entitled: "Breaking News" B. Riley has a 'Buy' rating on HROW with a $XX price target. cc: @MaxTheComrade" @CorleoneDon77 on X 2025-07-18 16:50:37 UTC 5323 followers, XXX engagements
"$WRB W. R. Berkley reports Q2 operating EPS $XXXX consensus $1.05" @CorleoneDon77 on X 2025-07-21 20:14:30 UTC 5343 followers, XXX engagements
"$PEP Attached is page X of a 9-page RBC Capital Markets analyst report on PEP issued yesterday entitled: "EPS Aftermath - Better than Feared; More Wood to Chop to Return to Algo" RBC Capital Markets has a 'Sector Perform' rating on PEP with a $XXX price target. RBC Capital Markets' 'View' regarding PEP in the report includes the following: "Against a backdrop of subdued expectations PEP delivered a better than feared quarter and was able to raise bottom line guidance due to over delivery in the quarter and easing FX headwinds. While results were modestly better than expected PEP still has" @CorleoneDon77 on X 2025-07-20 02:16:28 UTC 5302 followers, XXX engagements
"$CLS Man.look at that chart since April 9th:" @CorleoneDon77 on X 2025-07-10 13:26:35 UTC 5307 followers, XXX engagements
"$ACN $WPP Accenture WPP discussed potential merger Campaign reports" @CorleoneDon77 on X 2025-07-15 12:19:24 UTC 5336 followers, XXX engagements
"$CLS Attached is page X of a 22-page (Coverage Initiation) Citi analyst report on CLS issued yesterday entitled: "Stock Fairly Valued After YTD Run; Initiate Neutral with $XXX TP" Citi has a 'Neutral' rating on CLS with a $XXX price target. Citi's 'Take' regarding CLS in the report includes the following: "CLS stock is up 70%+ YTD reflecting strong share gains in the AI back-end switch market to 30%+ on early 800G hyperscale greenfield investments. We believe 800G ramp is still early and expect major share shifts from branded vendors like Arista and Nvidia long-term. We believe the stocks" @CorleoneDon77 on X 2025-07-21 18:06:16 UTC 5344 followers, XXX engagements
"$UBER Attached is page X of a 7-page Citizens analyst report on UBER issued yesterday entitled: "Uber Partners with Baidu's Apollo Go Suggesting Global AV Competition Is Likely Stable" Citizens has a 'Market Perform' rating on UBER without a price target. Citizens' 'Investment Highlights' regarding UBER in the report includes the following: "This morning Uber and Baidu announced a strategic partnership that will deploy thousands of autonomous vehicles from Baidus Apollo Go on Ubers network as Ubers supply of AV partners continues to expand lessening the risk that an AV provider can replace" @CorleoneDon77 on X 2025-07-17 00:57:52 UTC 5322 followers, XXX engagements
"$ENVX Enovix reports preliminary Q2 EPS (15c) consensus (17c) Reports preliminary Q2 revenue $7.5M consensus $5.48M. "This marks our fifth straight quarter exceeding the midpoint of guidance for both revenue and adjusted EBITDA" said Dr. Raj Talluri Chief Executive Officer. "We're executing to plan building momentum and positioned to scale significantly as our new products and customers come online."" @CorleoneDon77 on X 2025-07-07 12:36:47 UTC 5315 followers, 1403 engagements
"$ENVX Enovix call volume above normal and directionally bullish Bullish option flow detected in Enovix with 47645 calls trading 8x expected and implied vol increasing over X points to 95.20%. 6/27 weekly XX calls and 7/3 weekly XX calls are the most active options with total volume in those strikes near 7900 contracts. The Put/Call Ratio is XXXX. Earnings are expected on July 30th" @CorleoneDon77 on X 2025-06-26 18:47:55 UTC 5315 followers, XXX engagements
"$AMC $NCMI AMC agrees to expanded ad deal with National CineMedia Bloomberg reports AMC Entertainment (AMC) is ending its opposition to commercials that come right before each movie and has reached an agreement with National CineMedia (NCMI) to run advertising spots people familiar with the matter told Bloomberg's Thomas Buckley. AMC theaters soon will feature a "platinum spot" that's shown on screens right before the start of a film and the theater chain will get a cut of the revenue the sources said. Shares of AMC Entertainment are X% lower after the news" @CorleoneDon77 on X 2025-06-03 19:57:25 UTC 5309 followers, XXX engagements
"$NFLX Attached is a UBS analyst note regarding NFLX issued yesterday entitled: "Solid momentum as focus shifts to engagement" UBS has a 'Buy' rating on NFLX with a $1495 price target" @CorleoneDon77 on X 2025-07-20 02:57:54 UTC 5343 followers, 1377 engagements
"$CCK Crown Holdings sees Q3 adjusted EPS $1.95-$2.05 -- Consensus $1.93" @CorleoneDon77 on X 2025-07-21 20:09:26 UTC 5336 followers, XXX engagements
"$FUFU BitFuFu mines XXX bitcoin in June Bitcoin Holdings and Production: Bitcoin Held: 1792 BTC1 an increase of XX BTC from May XX 2025. Bitcoin Production: XXX BTC in June 2025 an XXXX% month-over-month increase including an XXX% increase from cloud mining to XXX BTC and a XXXX% increase from self-mining to XX BTC. "June was our most productive month of 2025 with XXX Bitcoin mined thanks to the continued expansion of our mining fleet" said Leo Lu Chairman and CEO of BitFuFu. "Reaching record levels of XXXX EH/s in hashrate and XXX MW in power capacity we're proud of the strong operational" @CorleoneDon77 on X 2025-07-07 12:21:23 UTC 5321 followers, XXX engagements
"$CLF Cleveland-Cliffs lowers 2025 CapEx view to $600M from $625M" @CorleoneDon77 on X 2025-07-21 10:25:50 UTC 5331 followers, XXX engagements
"$CMG Attached is page X of a 24-page RBC Capital Markets analyst report on CMG issued yesterday entitled: "Honey chicken checks screen encouraging + 2Q preview" RBC Capital Markets has a 'Outperform' rating on CMG with a $XX price target. RBC Capital Markets' 'View' regarding CMG in the report includes the following: "Our latest chipotle honey chicken (CHC) checks across XX stores were encouraging and suggest there's potential upside to expectations for Q2 - and we raise our estimates & PT to $XX. We believe relative popularity vs. 2Q24's al pastor LTO moved to +50.0% vs. +7.4% in April &" @CorleoneDon77 on X 2025-07-11 01:34:21 UTC 5323 followers, XXX engagements
"$DIA $SPY $QQQ $IWM $TLT President Trump said to reporters in the Oval Office that Federal Reserve Chair Jerome Powell will be "out soon" in around eight months" @CorleoneDon77 on X 2025-07-22 15:51:44 UTC 5344 followers, XXX engagements
"$DASH Attached is page X of a 19-page Jefferies analyst report on DASH issued today entitled: "From Feast to Fair Value; Downgrade to Hold" Jefferies has a 'Hold' rating on DASH with a price $XXX target. Jefferies' summary statement regarding DASH in the report includes the following: "Our profit decomposition supports upside to cons and peer-leading EBITDA growth but likely not enough to justify continued outperformance without assigning optimistic multiples to DASH's non-core businesses. We also think a recent ramp in affordability initiatives could limit upside to take rate. With the stock" @CorleoneDon77 on X 2025-07-15 22:14:10 UTC 5335 followers, XXX engagements
"$BLK $ORCL $KKR From Reuters: "Exclusive: Blackstone drops out of consortium bid for TikTok US source says"" @CorleoneDon77 on X 2025-07-21 03:20:10 UTC 5318 followers, XXX engagements
"$NFLX Attached is page X of a 13-page Wedbush analyst report on NFLX issued Friday (7/18) entitled: "Next Episode More Growth; Reit OP PT to $1500" Wedbush has a 'Outperform' rating on NFLX with a $1500 price target. Wedbush's 'View' regarding NFLX in the report includes the following: "Netflix continues to produce phenomenal results with ever more growth in its sights. Even as investor expectations were high heading into the print and shares reflected some disappointment in the size of the beat and raise the quality of the beat and raise keeps us positive as we assess the ongoing expansion" @CorleoneDon77 on X 2025-07-21 02:33:19 UTC 5323 followers, XXX engagements
"$CALX Calix sees Q3 EPS 31c-37c. consensus 23c -- Q3 revenue $243M-$249M consensus $227.02M" @CorleoneDon77 on X 2025-07-21 20:11:54 UTC 5343 followers, XXX engagements
"$VCTR $AVAV Victory Capital to replace AeroVironment in the S&P XXX at open on 7/18" @CorleoneDon77 on X 2025-07-18 10:09:57 UTC 5289 followers, XXX engagements
"$SAVA Cassava Sciences presents poster at TSC 2025 on Simufilam Cassava Sciences announced that the Company presented a poster at the TSC International Research Conference held June 26-28 2025 in Bethesda MD. The poster detailed two important observations that support Cassava's plan to initiate human clinical studies in H1 2026 to evaluate simufilam as a treatment for Tuberous Sclerosis Complex-related epilepsy: Preclinical proof-of-concept: Treatment with simufilam alleviated neuronal abnormalities and reduced seizure frequency by XX% compared to vehicle in a mouse model of focal onset" @CorleoneDon77 on X 2025-06-30 11:13:27 UTC 5339 followers, XXX engagements
"$J Jacobs Joint Venture appointed to $680M England National Highways framework" @CorleoneDon77 on X 2025-07-15 10:40:50 UTC 5289 followers, XXX engagements
"$INTC Attached is a Wedbush analyst note regarding INTC issued today entitled: "Reports - Thursday 7/24 AMC" Wedbush has a 'Neutral' rating on INTC with a $XX price target" @CorleoneDon77 on X 2025-07-17 22:29:58 UTC 5343 followers, 2398 engagements
"$ON Goldman Sachs initiates ON with Neutral and $XX price target" @CorleoneDon77 on X 2025-07-10 11:32:47 UTC 5309 followers, XXX engagements
"$NOC Northrop Grumman raises FY25 adjusted EPS to $25.00-$25.40 from $24.95-$25.35 -- FY25 consensus $25.20" @CorleoneDon77 on X 2025-07-22 10:58:53 UTC 5344 followers, XXX engagements
"$PET Wag Group announces Chapter XX recapitalization transaction with Retriever" @CorleoneDon77 on X 2025-07-21 10:21:58 UTC 5340 followers, XXX engagements
"$ASML $ASTS $CRM $CRWD $IONQ $PONY $ULTA $WF Hello Everyone Today I shared information regarding analyst reports/notes relating to a number of companies. This evening I will be posting information relating to analyst reports/notes regarding the following companies: 1) ASML 2) ASTS 3) CRM 4) CRWD 5) IONQ 6) PONY 7) ULTA 8) WF Please feel free to check back this evening if any of those companies might be of interest to you. Best DC77" @CorleoneDon77 on X 2025-07-07 19:38:37 UTC 5309 followers, 2009 engagements
"$BMNR Bitmine Immersion recieves $182M investment from ARK Invest" @CorleoneDon77 on X 2025-07-22 12:27:12 UTC 5344 followers, XXX engagements
"$JPM JPMorgan reports Q2 adjusted EPS $XXXX consensus $XXXX -- Reports Q2 reported revenue $44.9B and managed revenue $45.7B consensus $43.98B" @CorleoneDon77 on X 2025-07-15 10:48:12 UTC 5312 followers, XXX engagements
"#uranium #nuclear #nuclearstocks $CCJ "Westinghouse plans to build XX nuclear reactors in U.S. interim CEO Sumner says"" @CorleoneDon77 on X 2025-07-16 11:52:27 UTC 5288 followers, 4117 engagements
"$ZK From Reuters: "China's Zeekr says it did not sell or register zero-mileage used cars"" @CorleoneDon77 on X 2025-07-21 03:08:51 UTC 5321 followers, XXX engagements
"$ROKU Attached is page X of a 8-page Benchmark analyst report on ROKU issued today entitled: "Netflix Take Two or Room to Run" Benchmark has a 'Buy' rating on ROKU with a $XXX price target. Benchmark's summary statement regarding ROKU in the report includes the following: "Roku (ROKU: Buy PT $130) is set to report 2Q25 results after the close on Thursday July 31st. As shares continue to creep back towards the recent 52-week high the biggest question facing investors is will the print be good enough As we saw with Netflix last Thursday even a $XXX million revenue guidance raise + better" @CorleoneDon77 on X 2025-07-21 17:42:15 UTC 5343 followers, XXX engagements
"$GM General Motors reports Q2 adjusted EPS $XXXX consensus $XXXX -- Q2 adjusted revenue $47.12B consensus $45.85B" @CorleoneDon77 on X 2025-07-22 10:51:51 UTC 5339 followers, XXX engagements
"$MGM $GMVHY BetMGM raises FY25 revenue view to at least $2.6B from $2.4B-$2.5B Sees FY25 EBITDA at least $100M. BetMGM jointly owned by MGM Resorts (MGM) and Entain (GMVHF) is providing an update to FY25 guidance. BetMGM's momentum seen during Q1 has continued for Q2 with net revenue growth across both iGaming and online sports driven by handle growth. Trading for the period is broadly consistent with XX% net revenue growth delivered in Q1. FY25 net revenue is now expected to be at least $2.6B up from the previous guidance range of $2.4B-$2.5B. FY25 EBITDA is now expected to be at least $100M" @CorleoneDon77 on X 2025-06-16 10:04:54 UTC 5309 followers, XXX engagements
"$AEHR $KRUS $AES $PENG $RXST $EVTL $MBLY Feel free to follow me for pre-market and after-hours movers every day. AFTER- HOURS MOVERS: Currently Higher After Earnings: -- Kura Sushi (KRUS) up XXX% Currently Also Higher: -- AES Corp (AES) up XXXX% after Bloomberg report regarding takeover interest Currently Lower After Earnings: -- Aehr Test Systems (AEHR) down XXXX% -- Penguin Solutions (PENG) down XXX% Currently Also Lower: -- RxSight (RXST) down XXXX% after Q2 pre-announcement -- Vertical Aerospace (EVTL) down XXXX% after equity offering -- Mobileye (MBLY) down XXX% after equity offering" @CorleoneDon77 on X 2025-07-09 00:59:07 UTC 5301 followers, XXX engagements
"$MMM $SCHW $IBKR $ALLY $AXP $NFLX $SRPT $VTRS Feel free to follow me for pre-market and after-hours movers every day. PRE-MARKET MOVERS: Currently Higher After Earnings: -- 3M (MMM) up XXX% -- Charles Schwab (SCHW) up XXX% -- Interactive Brokers (IBKR) up XXX% Currently Lower After Earnings: -- Ally Financial (ALLY) down XXX% -- American Express (AXP) down XXX% -- Netflix (NFLX) down XXX% Currently Also Lower: -- Sarepta (SRPT) down XXXX% after the company told Bloomberg that a patient died from acute liver failure after receiving its gene therapy in an early-stage study -- Viatris (VTRS)" @CorleoneDon77 on X 2025-07-18 13:06:38 UTC 5307 followers, XXX engagements
"$DIA $SPY $QQQ $IWM $TLT $AAPL $NVDA $TSLA $META $AMZN $GOOGL $NFLX IF YOU ARE NOT ONE OF MY FOLLOWERS PLEASE FEEL FREE TO DISREGARD THIS POST IF THIS IS OF NO INTEREST TO YOU. IMPORTANT QUESTION FOR MY FOLLOWERS: One of the topics of my upcoming podcast series with the incomparable Kenny Glick of @HitTheBidRadio is how we develop our "Edge" in trading. Specifically our "Edge" involves the variables we evaluate prior to entering a trade that hopefully allows us to put the odds in our favor that the trade will be successful. Obviously Kenny and I have both developed what we personally use for" @CorleoneDon77 on X 2025-07-13 15:47:04 UTC 5308 followers, 1043 engagements
"$DIA $SPY $IWM $QQQ $IWM $AAPL $AMZN $META $MSFT $GOOGL $GOOG $TSLA $NVDA $NFLX IMPORTANT POST BELOW FOR THOSE WHO MAY HAVE MISSED IT YESTERDAY:" @CorleoneDon77 on X 2025-07-21 10:45:01 UTC 5324 followers, XXX engagements
"$DIA $SPY $QQQ $TSLA $UBER $MBLY $CDNS $NXT $NOW $SHOP $DAL $TSM $NVDA $AVGO $AAPL $FFTY $IGV $SMH $ARKK $XME $JETS $XLE $XLV $XLI $XLF $XIACY From Investor's Business Daily: "Dow Jones Futures Fall: New Trump Tariffs Coming But Here's The Real Deadline; Tesla's Musk Forms Political Party" Dow Jones futures fell slightly Sunday evening vs. fair value along with S&P XXX futures and Nasdaq futures. President Donald Trump said he'll send tariff letters to a dozen countries on Monday. In addition Elon Musk is forming a new political party after opposing Trump's tax-and-spending package with Tesla" @CorleoneDon77 on X 2025-07-06 22:42:51 UTC 5307 followers, XXX engagements
"$ENPH Enphase Energy options imply XXXX% move in share price post-earnings" @CorleoneDon77 on X 2025-07-22 17:05:15 UTC 5343 followers, XXX engagements
"$CLF Attached is page X of a 13-page J.P. Morgan analyst report on CLF issued today entitled: "Moving to a Neutral Rating and a $XXXX Price Target from Not Rated" J.P. Morgan has a 'Neutral' rating on CLF with a $XXXX price target. J.P. Morgans summary statement regarding CLF in the report includes the following: "We are moving to a Neutral rating and a Dec-25 price target of $XXXX (Neutral rating and $XX Dec-24 PT prior to restriction) from a Not Rated designation. Our rating reflects what we view as a relatively balanced risk/reward backdrop with trade-related news likely to drive stock" @CorleoneDon77 on X 2025-07-14 20:33:55 UTC 5293 followers, XXX engagements
"$DIA $SPY $QQQ $TSLA $BTC.X $UBER $VIK $DELL $SMCI $SHAK $FFTY $IVG $SMH $ARKK $XME $XLE $XLI From Investors Business Daily (for more information like this you can go to "How Will Dow Jones Futures Open After Trump Bombs Iran Nuclear Sites Tesla Robotaxi Launch Due" Dow Jones futures will open Sunday evening along with S&P XXX futures and Nasdaq futures. President Donald Trump announced Saturday night that the U.S. bombed three Iranian nuclear sites. The Tesla robotaxi launch is set to begin. The stock market rally had a narrowly mixed week holding up reasonably well amid big Israel-Iran" @CorleoneDon77 on X 2025-06-22 16:18:07 UTC 5293 followers, XXX engagements
"$T $TMO $BSX $GEV $FI $GD $HLT $TEL $HAS Some notable companies reporting before tomorrow's open with earnings consensus estimates: -- AT&T (T) consensus 53c -- Thermo Fisher (TMO) consensus $XXXX -- Boston Scienfic (BSX) consensus 73c -- GE Vernova (GEV) consensus $XXXX -- Fiserv (FI) consensus $XXXX -- General Dynamics (GD) consensus $XXXX -- Hilton (HLT) consensus $XXXX -- Teladyne (TEL) consensus $XXXX -- Hasbro (HAS) consensus 77c" @CorleoneDon77 on X 2025-07-22 18:40:35 UTC 5343 followers, XXX engagements
"$TXN $ISRG $COF $CB $ENPH $PEGA Some notable companies reporting after the market close with earnings consensus estimates: -- Texas Instruments (TXN) consensus $XXXX -- Intuitive Surgical (ISRG) consensus $XXXX -- Capital One (COF) consensus $XXXX -- Chubb (CB) consensus $XXXX -- Pegasystems (PEGA) consensus 24c -- Enphase (ENPH) consensus 62c" @CorleoneDon77 on X 2025-07-22 18:38:15 UTC 5344 followers, XXX engagements
"$SMCI Attached is a Citi analyst note regarding SMCI issued yesterday entitled: "F4Q Constructive on End Demand GB 200/300 Ramp but Expectations Tempered on Rising Competition" Citi has a 'Neutral' rating on SMCI with a $XX price target" @CorleoneDon77 on X 2025-07-12 11:54:31 UTC 5329 followers, 1519 engagements
"$RBLX Bloomberg - "Roblox Game-Buying Frenzy Is Turning Teens Into Millionaires"" @CorleoneDon77 on X 2025-07-14 10:27:59 UTC 5309 followers, XXX engagements
"$CRM Attached is a Mizuho analyst note regarding CRM issued today entitled: "Key Takeaways From Our NDR With Salesforce" Mizuho has a 'Outperform' rating on CRM with a $XXX price target" @CorleoneDon77 on X 2025-07-11 12:44:55 UTC 5337 followers, 3771 engagements
"$PRGS Progress Software raises FY25 EPS view to $5.28-$5.40 from $5.25-$5.37 Consensus $XXXX. Raises FY25 revenue view to $962M-$974M from $958M-$970M consensus $963.49M. Sees FY25 operating margin 38%. Sees FY25 adjusted free cash flow $283M-$294M. Sees FY25 effective tax rate 20%. "Our second quarter performance reflects the continued strong execution by our teams and this is further reflected in our increase to full year guidance across the board" said Anthony Folger CFO of Progress Software. "Our ShareFile business is progressing well and we are ahead of schedule with the integration and" @CorleoneDon77 on X 2025-06-30 21:20:37 UTC 5287 followers, XXX engagements
"$CORZ Attached is page X of a 9-page Citizens analyst report on CORZ issued today entitled: "Bitcoin Miners AI Pivot Continues with Significant Value to Be Unlocked Over Time" Citizens has a 'Market Perform' rating on CORZ without a price target. Citizens' summary statement regarding CORZ in the report includes the following: "CoreWeaveCore Scientific deal presents as an outlier rather than a precedent: The recently announced all-stock merger between CoreWeave (CRWV MP) and Core Scientific (CORZ MP) marks a strategic and opportunistic move by CoreWeave to mitigate its rising lease exposure in" @CorleoneDon77 on X 2025-07-15 03:07:22 UTC 5306 followers, XXX engagements
"$CPAY Corpay named an Official Partner of Real Madrid C.F Corpay is pleased to announce that Corpay's Cross-Border business has entered into an agreement with Real Madrid C.F. to become an Official Partner. Through this partnership Real Madrid will be able to gain access to and utilise Corpay Cross Border's innovative solutions to help mitigate foreign exchange exposure from their day-to-day business needs" @CorleoneDon77 on X 2025-06-02 10:13:04 UTC 5323 followers, XXX engagements
"$IQV $DHI $THC $NOC $PCAR $VMI $AEHR $LMT $PM $SHW $DHR $GM $KO $RTX $REPL Feel free to follow me for pre-market and after-hours movers every day. PRE-MARKET MOVERS: Currently Higher After Earnings: -- Iqvia (IQV) up XXX% -- D.R. Horton (DHI) up XX.% -- Tenet Healthcare (THC) up XXX% -- Northrop Grumman (NOC) up XXX% -- Paccar (PCAR) up XXX% -- Valmont (VMI) up XXX% Currently Also Higher: -- Aehr Test Systems (AEHR) up XXXX% after announcing additional orders for Sonoma systems Currently Lower After Earnings: -- Lockheed Martin (LMT) down XXX% -- Philip Morris (PM) down XXX% --" @CorleoneDon77 on X 2025-07-22 13:12:44 UTC 5344 followers, XXX engagements
"$DHI D.R. Horton narrows FY25 revenue view to $33.7B-$34.2B from $33.3B-$34.8B -- FY25 consensus $34.04B" @CorleoneDon77 on X 2025-07-22 10:27:07 UTC 5343 followers, XXX engagements
"$FOR Forestar Group reports Q3 EPS 65c consensus 76c -- Q3 revenue $390.5M consensus $392M" @CorleoneDon77 on X 2025-07-22 10:48:01 UTC 5340 followers, XXX engagements
"$DIA $SPY $QQQ $IWM $TLT $GOOG $TSLA $JPM $BAC $NFLX I don't expect this post to get many likes but. From Yahoo Finance: "'Earnings misses are going to get punished more than usual': Wall Street raises the stakes as stocks hit records" Earnings season is in full swing and Wall Street has a clear message to companies: Good just isn't good enough. That growing thesis comes into even sharper focus this week which sees Alphabet (GOOG) and Tesla (TSLA) set to report on Wednesday the first of the "Magnificent Seven" results this quarter. Market action last week reinforced the message with big banks" @CorleoneDon77 on X 2025-07-21 17:20:44 UTC 5344 followers, XXX engagements
"$PENN Attached is page X of a 9-page Bank of America analyst report on PENN issued today entitled: "Takeaways from ad check call with Inventus Media" Bank of America has a 'Neutral' rating on PENN with a $XX price target. Bank of America's summary statement regarding PENN in the report includes the following: "Online (+); Macau (+); Las Vegas Strip (-) Regionals (+): We already adjusted Q2 estimates in our pre-preview (see report). We are updating our models to reflect 1) Macau June market share data and a better 2H outlook and 2) June regional Gaming data. We also update our DraftKings 2Q" @CorleoneDon77 on X 2025-07-15 21:36:31 UTC 5303 followers, XXX engagements
"$SOUN Piper Sandler downgraded SoundHound to Neutral from Overweight with an unchanged price target of $12" @CorleoneDon77 on X 2025-07-14 10:16:27 UTC 5307 followers, XXX engagements
"$DIA $SPY $IWM $QQQ $TLT I just keep taking more and more profits. If this keeps up my wife might actually think I know what I'm doing. That would be a first" @CorleoneDon77 on X 2025-07-14 19:54:06 UTC 5330 followers, XXX engagements
"$NFLX Attached is page X of a 12-page Oppenheimer analyst report on NFLX issued Thursday (7/17) entitled: "Story Remains the Same: FY25 & FY26 Margins Likely ConservativeMaintain Outperform and $1425 Target" Oppenheimer has a 'Outperform' rating on NFLX with a $1425 price target. Oppenheimer's 'Summary' regarding NFLX in the report includes the following: "Target unchanged at $1425 as leadership position driving increasing profitability with higher share repurchases. Subscribers accelerated late 2Q stronger than company forecasts which company expects will continue on stronger 2H content" @CorleoneDon77 on X 2025-07-19 15:34:11 UTC 5301 followers, XXX engagements
"$BTU $ARLP $ARCH $CEIX I am sure the current administration had no influence on this decision: E.P.A. planning to erase greenhouse gas limits on power plants NY Times reports The Environmental Protection Agency has drafted a plan to eliminate all limits on greenhouse gases from coal and gas-fired power plants in the United States according to internal agency documents reviewed by The New York Times Lisa Friedman writes. In its proposed regulation the agency argued that carbon dioxide and other greenhouse gases from power plants that burn fossil fuels "do not contribute significantly to" @CorleoneDon77 on X 2025-05-27 14:11:06 UTC 5296 followers, XXX engagements
"$MSTR $COIN $MARA $RIOT $BTBT $BIFT $WULF $GREE $SDIG $CORZ $BTC $ETH House announces week of July 14th as 'Crypto Week' House Committee on Financial Services Chairman French Hill House Committee on Agriculture Chairman GT Thompson and House Leadership announced that the week of July 14th will be "Crypto Week." "The House of Representatives looks forward to considering the CLARITY Act the Anti-CBDC Surveillance State Act and the Senate's GENIUS Act as part of Congress' efforts to make America the crypto capital of the world" according to a statement. "We are taking historic steps to ensure" @CorleoneDon77 on X 2025-07-07 10:30:24 UTC 5308 followers, XXX engagements
"$AAPL Apple expands Apple Retail into the Kingdom of Saudi Arabia" @CorleoneDon77 on X 2025-07-22 10:39:05 UTC 5343 followers, XXX engagements
"$HALO Halozyme added to Russell 1000 Index Halozyme Therapeutics announced that it has been added to the U.S. large-cap Russell 1000 Index effective after market close on June 27th as part of the 2025 FTSE Russell indexes annual reconstitution" @CorleoneDon77 on X 2025-06-30 21:14:11 UTC 5337 followers, XXX engagements
"$CSCO Cisco reports Q3 total adjusted gross margin XXXX% For Q3: On a non-GAAP basis total gross margin product gross margin and services gross margin were XXXX% XXXX% and XXXX% respectively as compared with XXXX% XXXX% and XXXX% respectively in the third quarter of fiscal 2024. Total gross margins by geographic segment were: XXXX% for the Americas XXXX% for EMEA and XXXX% for APJC" @CorleoneDon77 on X 2025-05-14 20:25:10 UTC 5323 followers, XXX engagements
"$CLSK $CRCL $FSLR $GM $HD $HOOD $MOD $MRVL $MU $ORCL $ROKU $SRAD $TERN $TSLA Hey Everyone I posted a bunch of information today regarding analyst reports/notes for a number of companies. Tonight I am hoping to post information regarding analyst reports/notes relating to the following: 1) CLSK 2) CRCL 3) FSLR 4) GM 5) HD 6) HOOD 7) MOD 8) MRVL 9) MU 10) ORCL 11) ROKU 12) SRAD 13) TERN 14) TSLA Feel free to keep an eye out for any post that might be of interest to you. Best DC77" @CorleoneDon77 on X 2025-07-01 19:41:31 UTC 5314 followers, 2260 engagements
"$DAL $ASX $MP $KWM $BTCM $FCEL $UAVS $HELE $SMPL $CAG Feel free to follow me for pre-market and after-hours movers every day. PRE-MARKET MOVERS: Currently Higher After Earnings: -- Delta Air Lines (DAL) up XXXX% -- ASE Technology (ASX) up XXX% Currently Also Higher: -- MP Materials (MP) up XXXX% after entering into a public-private partnership with the United States Department of Defense -- K Wave Media (KWM) up XXX% after securing $1B capital capacity to drive bitcoin treasury strategy -- BIT Mining (BTCM) up XXXXX% after expanding into Solana ecosystem -- FuelCell (FCEL) up XXX% after" @CorleoneDon77 on X 2025-07-10 13:04:35 UTC 5312 followers, XXX engagements
"$GAME GameSquare sells 46.67M shares at $XXXX in public offering" @CorleoneDon77 on X 2025-07-17 13:46:13 UTC 5322 followers, XXX engagements
"$ENSG Ensign Group acquires Timber Spring Transitional Care in Idaho The Ensign Group the parent company of the Ensign group of companies announced that it acquired the real estate and operations of Timber Springs Transitional Care a 120-bed skilled nursing facility located in Boise Idaho. The real estate was acquired by a subsidiary of Standard Bearer Healthcare REIT Inc. Ensign's captive real estate company and the facility will be operated by an Ensign-affiliated tenant" @CorleoneDon77 on X 2025-07-02 10:09:00 UTC 5289 followers, XXX engagements
"$SLB SLB reports Q2 adjusted EPS 74c consensus 75c -- Q2 revenue $8.55B consensus $8.51B" @CorleoneDon77 on X 2025-07-18 10:56:39 UTC 5293 followers, XXX engagements
"$BMNR Bitmine jumps after Peter Thiel discloses XXX% stake" @CorleoneDon77 on X 2025-07-16 12:44:09 UTC 5316 followers, 1059 engagements
"$ALLY Ally Financial reports Q2 adjusted EPS 99c consensus 80c -- Q2 adjusted revenue $2.1B consensus $2.04B" @CorleoneDon77 on X 2025-07-18 11:28:33 UTC 5303 followers, XXX engagements
"$LMT Lockheed Martin says 'stands by' tax accounting method being accurate -- Says IRS asserts company owes $4.6B of additional income tax" @CorleoneDon77 on X 2025-07-22 15:33:59 UTC 5344 followers, XXX engagements
"$AMD $INTC $MCHP $MU $QCOM $TXN $NVDA $MRVL $TSM $SSNLF U.S. plans crackdown on allied chip plants in China WSJ reports Jeffrey Kessler head of the unit in charge of export controls at the Commerce Department told three companies this week that he wants to revoke waivers that they have used to access American technology in China The Wall Street Journal's Liza Lin Amrith Ramkumar and Raffaele Huang report. According to people familiar with the matter said Samsung (SSNLF) TSMC (TSM) and SK Hynix enjoy blanket waivers currently that allow them to ship American chip-making equipment to their" @CorleoneDon77 on X 2025-06-20 14:55:00 UTC 5337 followers, XXX engagements
"$UNCRY $CRZBY German Chancellor sees no risk of UniCredit takeover Commerzbank Bloomberg says German Chancellor Friedrich Merz sees no risk that Italy's UniCredit (UNCRY) will be able to takeover Commerzbank (CRZBY) Arne Delfs and Donato Paolo Mancini of Bloomberg reports. "The bank's stake in Commerzbank is now below the threshold at which it would have to make a takeover offer" Merz told reporters. "It's currently unclear whether this threshold will be reached or exceeded."" @CorleoneDon77 on X 2025-05-18 19:01:51 UTC 5311 followers, XXX engagements
"$INCY Incyte announces FDA extends review period for Opzelura sNDA The company states: "Incyte announced that the FDA has extended the review period for the supplemental New Drug Application sNDA for ruxolitinib cream Opzelura a topical Janus kinase inhibitor for the treatment of children 2-11 years old with mild to moderate atopic dermatitis. The PDUFA action date has been extended by three months to September XX 2025. The FDA extended the PDUFA action date to allow time to review additional chemistry manufacturing and controls data on the XXXX% strength submitted by Incyte in response to a" @CorleoneDon77 on X 2025-06-21 13:39:51 UTC 5288 followers, XXX engagements
"$ENSG Ensign subsidiary acquires Duncanville Healthcare and Rehabilitation Center The Ensign Group the parent company of the Ensign group of companies announced that through a subsidiary of Standard Bearer Healthcare REIT Ensign's captive real estate company it acquired the real estate to Duncanville Healthcare and Rehabilitation Center a 124-bed skilled nursing facility located in Duncanville Texas. The facility will be operated by a third-party operator and is subject to a long-term triple net lease. The acquisition is effective as of July X and bring Ensign's growing portfolio to 348" @CorleoneDon77 on X 2025-07-02 10:09:31 UTC 5289 followers, XXX engagements
"$MGNI $PARA Magnite Paramount Australia announce partnership" @CorleoneDon77 on X 2025-07-14 21:56:05 UTC 5322 followers, XXX engagements
"$CEG Attached is a Mizuho analyst note on CEG issued today entitled: "PJM Rule Changes Could Lead to Floor Price in Upcoming Capacity Auction; Raise PT to $325" Mizuho has a 'Neutral' rating on CEG with a $XXX price target" @CorleoneDon77 on X 2025-07-21 10:57:44 UTC 5343 followers, XXX engagements
"$GPRE Green Plains files $300M mixed securities shelf" @CorleoneDon77 on X 2025-07-17 10:28:28 UTC 5301 followers, XXX engagements
"$DIA $SPY $IWM $QQQ $TLT Question for experienced traders: When you see all of these meme stock pumps and pumping of negative earnings stocks simply because they bought crypto what is that telling you" @CorleoneDon77 on X 2025-07-22 13:33:54 UTC 5343 followers, XXX engagements
"$GOOGL Attached is page X of a 23-page Bank of America analyst report on GOOGL issued yesterday entitled: "2Q Preview: Expect a beat vs Street raising estimates" Bank of America has a 'Buy' rating on GOOGL with a $XXX price target. Bank of America's summary statement regarding GOOGL in the report includes the following: "Expecting strong results above Street for 2Q: Reports on 7/23. We are slightly raising our above-Street estimates for search checks (stable spending growth in 2Q that improved as quarter progressed) improved macro and FX. We now expect 2Q Rev/EPS of $81bn/$2.21 up from" @CorleoneDon77 on X 2025-07-19 15:22:02 UTC 5300 followers, XXX engagements
"$TSLA From The Wall Street Journal: "Trump Aides Discussed Ending Some SpaceX Contracts but Found Most Were Vital" -- Fallout between the president and the rocket makers billionaire founder threatened the companys multibillion-dollar agreements with the government" @CorleoneDon77 on X 2025-07-21 03:04:19 UTC 5320 followers, XXX engagements
"$SG Sweetgreen falls after Bloomberg data shows Q2 sales drop Data from Bloomberg Second Measure which draws from a sample of credit and debit card purchases made by U.S. consumers shows Sweetgreen's sales dropped XXXX% in Q2 versus last year. The Q2 consensus sales estimate of $193.5M represents an increase of XXX% year-over-year Bloomberg notes. Sweetgreen shares are down around XX% in early afternoon trading" @CorleoneDon77 on X 2025-07-07 17:16:52 UTC 5292 followers, XXX engagements
"$BIIB Biogen plans to invest $2B in manufacturing footprint in North Carolina's RTP" @CorleoneDon77 on X 2025-07-21 11:34:32 UTC 5328 followers, XXX engagements
"$GRDN Guardian Pharmacy announces 7.5M Class A common stock offering Guardian Pharmacy Services announced the launch of a proposed underwritten public offering of 7.5M shares of its Class A common stock consisting of 6.06M shares being offered by certain selling stockholders and 1.44M newly issued shares being offered by Guardian as part of a non-dilutive "synthetic secondary" transaction. Guardian will not receive any proceeds from the offering of shares by the selling stockholders in the offering. Raymond James is acting as lead bookrunning manager of the offering and as representative of" @CorleoneDon77 on X 2025-05-20 20:34:58 UTC 5286 followers, XXX engagements
"$BIDU $UBER Baidu Uber partner to accelerate autonomous vehicle deployment" @CorleoneDon77 on X 2025-07-15 12:11:21 UTC 5288 followers, XXX engagements
"$MCHP $TXN $AVGO $MU $ADI $NXPI $AMD $QCOM $ON $GFS $INTC Attached is a Citi analyst note from today entitled: "US Semiconductors - 2Q25 Earnings Preview: Raising Estimates As Tariff Slowdown Ain't Happenin'. MCHP To Top Pick as We Expect Most Upside" In the note Citi has the following ratings and price targets for the XX semiconductor stocks listed below: 1) MCHP: Buy $XX price target 2) TXN: Buy $XXX price target 3) AVGO: Buy $XXX price target 4) MU: Buy $XXX price target 5) ADI: Buy $XXX price target 6) NXPI: Buy $XXX price target 7) AMD: Neutral $XXX price target 8) QCOM: Neutral $170" @CorleoneDon77 on X 2025-07-07 17:48:11 UTC 5343 followers, 2964 engagements
"$PEP PepsiCo reports Q2 adjusted EPS $XXXX consensus $XXXX -- Q2 revenue $22.73B consensus $22.3B" @CorleoneDon77 on X 2025-07-17 10:20:39 UTC 5309 followers, XXX engagements
"$AMD $AMZN $BIDU $FUFU $GE $GOOGL $KTOS $LCID $META $MRUS $MSFT $NFLX $PEP $SBUX $SHOP $TLN $TSLA $TSM $UAL $UBER Hey Everyone In addition to the information relating to company analyst reports/notes that I posted today I will also be posting information regarding analyst reports/notes this weekend for the following companies: 1) AMD 2) AMZN 3) BIDU 4) FUFU 5) GE 6) GOOGL 7) KTOS 8) LCID 9) META 10) MRUS 11) MSFT 12) NFLX 13) PEP 14) SBUX 15) SHOP 16) TLN 17) TSLA 18) TSM 19) UAL 20) UBER Feel free to check back this weekend if any of these companies are of interest to you. I hope this" @CorleoneDon77 on X 2025-07-18 19:11:49 UTC 5307 followers, 1961 engagements
"$NET DZ Bank downgraded Cloudflare to Sell from Buy with a $XXX price target" @CorleoneDon77 on X 2025-07-22 15:31:12 UTC 5343 followers, XXX engagements
"$AVY Avery Dennison sees Q3 adjusted EPS $2.24-$2.40 consensus $2.42" @CorleoneDon77 on X 2025-07-22 10:53:30 UTC 5339 followers, XXX engagements
"$DASH Attached is page X of a 9-page Roth analyst report on DASH issued today entitled: "DASH: 2Q Preview: Raising PT; Premium Asset + Premium Valuation = Narrow Margin of Error" Roth has a 'Neutral' rating on DASH with a $XXX price target. Roth's summary statement regarding DASH in the report includes the following: "DASH will report its 2Q earnings on Wednesday August X (after market close). Similar to our expectations for UBER (Buy) we see upside potential in 2Q bookings but pending acquisitions of SevenRooms and Deliveroo (ROO-NC) might lead to a noisy earnings print. We are tweaking our" @CorleoneDon77 on X 2025-07-15 03:11:30 UTC 5333 followers, XXX engagements
"$FSLR $BE $FCEL $RUN $SEDG $ENPH $NXT $ARRY Big Beautiful Bill 'better than feared' for solar says JPMorgan JPMorgan analyst Mark Strouse says that while amount of tax incentives was reduced compared to the Inflation Reduction Act the Big Beautiful Bill act "is materially better than feared" for clean energy. With policy certainty restored investor sentiment should improve and generalist investors will revisit the space again the analyst tells investors in a research note. JPMorgan believes domestic manufacturing and utility-scale renewables fared better than residential solar in the final" @CorleoneDon77 on X 2025-07-07 11:23:01 UTC 5306 followers, 1283 engagements
"$IQV Iqvia narrows FY25 adjusted EPS view to $11.75-$12.05 from $11.70-$12.10 -- Consensus $11.83" @CorleoneDon77 on X 2025-07-22 11:29:13 UTC 5344 followers, XXX engagements
"$ACHC Acadia Healthcare reports Q1 adjusted EPS 40c consensus 36c Reportst Q1 revenue $770.5M consensus $769.84M. Chris Hunter Chief Executive Officer of Acadia remarked "We are pleased to deliver first quarter results for both revenue and Adjusted EBITDA in line with our respective outlook ranges with Adjusted EBITDA coming in at the high end of our expectations for the quarter. This year is setting up to be the largest bed expansion year in Acadia's history building upon our record-breaking bed additions in 2024. We are well-positioned to continue expanding access and providing specialized" @CorleoneDon77 on X 2025-05-12 20:12:25 UTC 5293 followers, XXX engagements
"$GAME And yet another negative earnings company up on crypto related news: GameSquare expands crypto treasury program to $250M" @CorleoneDon77 on X 2025-07-21 12:17:38 UTC 5340 followers, XXX engagements
"$NOC Northrop Grumman reports Q2 net awards $7.4B backlog totaled $89.7B" @CorleoneDon77 on X 2025-07-22 11:46:24 UTC 5343 followers, XXX engagements
"$GOOGL Attached is a Citi analyst note regarding GOOGL issued yesterday entitled: "Search Survey Suggests Google Search Remains Core; Though Social & GenAI Usage On the Rise: 2Q Preview" Citi has a 'Buy' rating on GOOGL with a $XXX price target" @CorleoneDon77 on X 2025-07-12 17:36:21 UTC 5322 followers, 2988 engagements
"$BTBT Bit Digital purchases approximately 19683 Ethereum" @CorleoneDon77 on X 2025-07-18 12:04:11 UTC 5336 followers, 1126 engagements
"$INMD InMode sees Q2 revenue between $95.4M-$95.5M below consensus of $98.45M" @CorleoneDon77 on X 2025-07-10 11:18:23 UTC 5295 followers, XXX engagements
"$SRAD Attached is page X of a 39-page Truist (Coverage Initiation) analyst report on SRAD issued today entitled: "The worldwide leader in Sportradar: Initiating with a Buy rating and $XX PT" Truist has a 'Buy' rating on SRAD with a $XX price target. Truist's 'Investment Highlights' regarding SRAD in the report includes the following: "We initiate coverage of Sportradar Group AG (SRAD) with a Buy rating and $XX PT based on 16.5x our 2027E PF EBITDA for pending IMG M&A. The largest B2B partner for the sports betting industry has become increasingly important to its customers (operators leagues" @CorleoneDon77 on X 2025-07-01 23:21:15 UTC 5337 followers, XXX engagements
"$LMT Lockheed Martin reports Q2 EPS $XXXX including program loss consensus $XXXX -- Q2 revenue $18.2B consensus $18.58B" @CorleoneDon77 on X 2025-07-22 11:34:32 UTC 5343 followers, XXX engagements
"$RVMD $SMMT Revolution Medicines Summit Therapeutics enter clinical collaboration Revolution Medicines (RVMD) and Summit Therapeutics (SMMT) announced the companies have entered into a clinical collaboration in multiple solid tumor settings to evaluate the safety and efficacy of each of Revolution Medicines' clinical-stage RAS(ON) inhibitors including the multi-selective inhibitor daraxonrasib G12D-selective inhibitor zoldonrasib and G12C-selective inhibitor elironrasib in combination with Summit Therapeutics' ivonescimab a PD-1 / VEGF bispecific antibody. The clinical collaboration aims to" @CorleoneDon77 on X 2025-06-30 12:08:13 UTC 5286 followers, XXX engagements
"$HBAN Huntington Bancshares reports Q2 EPS 34c consensus 34c" @CorleoneDon77 on X 2025-07-18 11:04:45 UTC 5336 followers, XXX engagements
"$CLSK $CRCL $FSLR $GM $HD $HOOD $MOD $MRVL $MU $ORCL $ROKU $SRAD $TERN $TSLA Hello Everyone All the posts relating to stocks referenced in the re-shared post below have been added. Feel free to take a look at any of the posts you believe might be helpful to you. Truly DC77" @CorleoneDon77 on X 2025-07-01 23:43:57 UTC 5314 followers, 1301 engagements
"$WFC $JPM $BLK $C $BK $SST $ACI Some notable companies reporting before tomorrow's open with earnings consensus: -- JPMorgan (JPM) consensus $XXXX -- Wells Fargo (WFC) consensus $XXXX -- Blackrock (BLK) consensus $XXXXX -- Citigroup (C) consensus $XXXX -- BNY Mellon (BK) consensus $XXXX -- State Street (STT) consensus $XXXX -- Albertsons (ACI) consensus 54c" @CorleoneDon77 on X 2025-07-14 19:09:47 UTC 5305 followers, XXX engagements
"$CRM Attached is page X of a 16-page Citizens analyst report on CRM issued today entitled: "Top X Insights from Our Chat with Richard Socher Former Chief Scientist of Salesforce" Citizens has a 'Market Outperform' rating on CRM with a $XXX price target. Citizens' 'Investment Highlights' regarding CRM in the report includes the following: "We maintain our Market Outperform rating and $XXX price target on Salesforce after hosting a fireside chat yesterday at the Citizens Technology Forum held at the Solage Resort in Calistoga California with Richard Socher the CEO and founder of General Partner" @CorleoneDon77 on X 2025-07-17 00:51:34 UTC 5301 followers, XXX engagements
"$COHR $LITE This morning I added a little to my positions in both COHR and LITE. Both of them had PT upgrades from JPMorgan: COHR from $XXX to $XXX and LITE from $XXX to $XXX. I guess I could tell everyone that this morning I had a COHR's LITE" @CorleoneDon77 on X 2025-07-17 13:43:52 UTC 5323 followers, XXX engagements
"$FRPT Freshpet lowers 2025 revenue view to $1.12B-$1.15B from $1.18B-$1.21B Consensus for 2025 revenue is $1.17B" @CorleoneDon77 on X 2025-05-05 10:59:29 UTC 5300 followers, XXX engagements
"$DGX Quest Diagnostics reports Q2 adjusted EPS $XXXX consensus $XXXX -- Q2 revenue $2.76B consensus $2.73B" @CorleoneDon77 on X 2025-07-22 10:58:15 UTC 5343 followers, XXX engagements
"$IQV Iqvia reports Q2 adjusted EPS $XXXX consensus $XXXX -- Q2 revenue $4.02B consensus $3.96B" @CorleoneDon77 on X 2025-07-22 11:28:05 UTC 5343 followers, XXX engagements
"$MSFT $META $GOOGL $PINS $RDDT $SNAP From Reuters: "Exclusive: Meta X and LinkedIn appeal unprecedented VAT claim by Italy"" @CorleoneDon77 on X 2025-07-22 10:42:39 UTC 5343 followers, XXX engagements
"$AMD $AMZN $ASML $AXP $BLK $C $CRM $FSLR $GOOGL $JPM $META $NVDA $OKLO $UBER $WFC Hey Everyone In addition to the information relating to company analyst reports/notes that I posted today I will also be posting information regarding analyst reports/notes this evening for the following companies: 1) AMD 2) AMZN 3) ASML 4) AXP 5) BLK 6) C 7) CRM 8) FSLR 9) GOOGL 10) JPM 11) META 12) NVDA 13) OKLO 14) UBER 15) WFC Feel free to check back this evening if any of these companies are of interest to you. I hope this information is useful to many members. Cheers DC77" @CorleoneDon77 on X 2025-07-16 19:14:43 UTC 5312 followers, 2034 engagements
"$FCPT FCPT announces acquisition of Caliber Collision property for $4.2M Four Corners Property Trust announced the acquisition of a Caliber Collision property for $4.2M. "The property is located in a strong retail corridor in Wisconsin and is corporate-operated under a long term triple net lease with approximately XX years of term remaining. The transaction was priced at a XXX% cap rate on rent as of the closing date and exclusive of transaction costs" the company stated" @CorleoneDon77 on X 2025-05-26 12:41:51 UTC 5322 followers, XXX engagements
"$ERO Ero Copper achieves commercial production at Tucuma operation Ero Copper announced that the Tucuma Operation located in Para State Brazil achieved commercial production effective July X 2025. During the month of June following the completion of commissioning of the third filter press as well as modifications to the process plant the operation achieved sustained throughput levels exceeding XX% of design capacity. Copper production at Tucuma totaled approximately 6400 tonnes during the second quarter including approximately 2000 tonnes of copper produced during the second half of June." @CorleoneDon77 on X 2025-07-03 11:06:26 UTC 5324 followers, XXX engagements
"$S $PANW CNBC reports that Palo Alto says 'no truth to rumor' of SentinelOne takeover talks" @CorleoneDon77 on X 2025-07-21 18:47:21 UTC 5343 followers, XXX engagements
"$MEIP MEI Pharma to sell 29.24M shares at $XXXX in private placement" @CorleoneDon77 on X 2025-07-18 12:43:26 UTC 5322 followers, XXX engagements
"$CNC Centene backs FY25 adjusted EPS view at least $XXXX consensus $XXXX "Our first quarter results demonstrate the resiliency of Centene's platform and the progress we are making as an organization while navigating a dynamic policy landscape" said CEO of Centene Sarah London. "We are pleased to reiterate our full year 2025 adjusted diluted earnings per share outlook of greater than $XXXX and continue to see attractive opportunities to grow from the strength of our core businesses in the years to come."" @CorleoneDon77 on X 2025-04-25 10:55:48 UTC 5323 followers, XXX engagements
"$LCID Attached is page X of a 5-page Bank of America analyst report on LCID issued yesterday entitled: "LCID partners with Uber and Nuro for robotaxi service" Bank of America has a 'Underperform' rating on LCID with a $X price target. Bank of America's summary statement regarding LCID in the report includes the following: "LCID partners with Uber and Nuro for robotaxi service: This morning Lucid announced that over the next X years Uber will deploy 20000+ Lucid Gravity with robotaxi features powered by Nuro. According to the company announcement the robotaxi will be launched in a major US" @CorleoneDon77 on X 2025-07-18 18:52:37 UTC 5292 followers, XXX engagements
"$MOD Attached is page X of a 9-page D.A. Davidson analyst report on MOD issued yesterday entitled: "Solid DC Takes Post SSM Tour; Immatl EBITDA Re-cadence; BUY" D.A. Davidson has a 'Buy' rating on MOD with a $XXX price target. D.A. Davidson's summary statement regarding MOD in the report includes the following: "We hosted a dozen investors at two of SSMs manf. ops. in Calgary and came away incrementally bullish with regards to a clear multi-pronged multi-year growth algorithm across the entirety of its DC business inclusive of SSM. We remain convincingly unconcerned with respect to the" @CorleoneDon77 on X 2025-07-17 15:16:32 UTC 5312 followers, XXX engagements
"$THC Tenet Healthcare reports Q2 adjusted EPS $XXXX consensus $XXXX -- Q2 revenue $5.27B consensus $5.16B" @CorleoneDon77 on X 2025-07-22 10:54:23 UTC 5343 followers, XXX engagements
"$AVAV $CHX AeroVironment to replace ChampionX in the S&P XXX at open on 7/18" @CorleoneDon77 on X 2025-07-18 10:09:21 UTC 5308 followers, XXX engagements
"$PKE $RPTX $BHF $VCTR $GPN $KMTS $HWC $JBHT Feel free to follow me for pre-market and after-hours movers every day. AFTER-HOURS MOVERS: Currently Higher After Earnings: -- Park Aerospace (PKE) up XXX% Currently Also Higher: -- Repare Therapeutics (RPTX) up XXXX% after entering licensing pact with Debiopharm for Lunresertib -- Brighthouse Financial (BHF) up XXX% after WSJ report of acquisition by Aquarian talks -- Victory Capital Holdings Inc. (VCTR) up XXX% after entering S&P MidCap XXX -- Global Payments (GPN) up XXX% after FT report of large stake built by Elliott Co. Currently Lower After" @CorleoneDon77 on X 2025-07-16 02:01:28 UTC 5308 followers, XXX engagements
"$MNST $KVUE $PRMB RBC's top Q1 picks in CPG include Primo Brands Monster Beverage Kenvue RBC Capital analyst Nik Modi names Monster Beverage (MNST) Kenvue (KVUE) and Primo Brands (PRMB) as the firm's Top Picks ahead of Q1 earnings season in Consumer Packaged Goods or CPG. The firm expects another challenging quarter for most CPG companies highlighted by sluggish topline trends with less wiggle room on EPS relative to some previous quarters due to volume deleverage and while FX has gotten slightly better a host of regulatory & geopolitical risks remain front and center the analyst tells" @CorleoneDon77 on X 2025-04-01 12:27:02 UTC 5323 followers, XXX engagements
"$NFLX Attached is page X of a 10-page KeyBanc analyst report on NFLX issued Thursday (7/17) entitled: "NFLX: Ahead of Happy Gilmore a 2Q That's Largely Down the Fairway; OW/$1390 PT" KeyBanc has a 'Overweight' rating on NFLX with a $1390 price target. KeyBanc's summary statement regarding NFLX in the report includes the following: "Netflix's 2Q report was right down the fairway with revenue and margins reflecting the positive contributions of membership growth pricing actions and FX. We suspect engagement will be a NT source of debate as it ultimately influences monetization. Given Netflix's" @CorleoneDon77 on X 2025-07-21 02:36:55 UTC 5323 followers, XXX engagements
"$MOD Attached is page X of a 10-page Oppenheimer analyst report on MOD issued today entitled: "Monitoring Multiple Catalysts; Raising PT to $122" Oppenheimer has an 'Outperform' rating on MOD with a $XXX price target. Oppenheimer 'Summary' regarding MOD in the report includes the following: "MOD shares while improving off post-F4Q25 levels have lagged AI infrastructure peers QTD presenting an opportunity in our view. We believe investor debate currently centers on upside/downside to MODs 30%+ data center revenue growth forecast for FY26 with pace of margin improvement and divestitures a" @CorleoneDon77 on X 2025-07-01 23:00:55 UTC 5293 followers, XXX engagements
"#uranium #nuclear #nuclearstocks $DNN Attached is page X of a 10-page Raymond James analyst report on DNN issued yesterday entitled: "1Q25 Results; Corporate Updates" Raymond James has a 'Outperform' rating on DNN with a CAD $XXXX (USD $2.77) price target. Raymond James' summary statement regarding DNN in the report includes the following: "DML holds a controlling interest in the Wheeler River project including the Phoenix deposit which is one of the highest-grade deposits in the world. DML also offers a diversified revenue stream from tolling while exploration and development activities at" @CorleoneDon77 on X 2025-07-18 16:43:35 UTC 5343 followers, 4610 engagements
"$MSFT Attached is page X of a 13-page RBC Capital Markets analyst report on MSFT issued yesterday entitled: "Channel Checks Point to Healthy Cloud Phased Copilot Rollouts and AI-led Deal Shifts" RBC Capital Markets has a 'Outperform' rating on MSFT with a $XXX price target. RBC Capital Markets' 'View' regarding MSFT in the report includes the following: "We conducted channel checks with seven Microsoft partners including SIs cloud consulting firms and large enterprise-focused resellers with visibility into enterprise Azure deployments and Al adoption efforts. The overall tone was" @CorleoneDon77 on X 2025-07-22 01:30:57 UTC 5336 followers, XXX engagements
"$MCRI $AIR $SNV $SLG $AA $FR $KMI $SRPT $TFIN $UAL $BRCC $ADM $STWD Feel free to follow me for pre-market and after-hours movers every day. AFTER-HOURS MOVERS: Currently Higher After Earnings: -- Monarch Casino & Resort (MCRI) up XXXX% -- AAR Corp. (AIR) up XXX% -- Synovus Financial (SNV) up XXX% -- SL Green Realty (SLG) up XXX% -- Alcoa (AA) up XXX% -- First Industrial Realty Trust (FR) up XXX% -- Kinder Morgan (KMI) up XXX% Currently Also Higher: -- Sarepta Therapeutics (SRPT) up XXXX% after announcing strategic restructuring and job cuts Currently Lower After Earnings: -- Triumph Financial" @CorleoneDon77 on X 2025-07-17 01:19:46 UTC 5344 followers, XXX engagements
"$SNA Snap-On reports Q2 EPS $XXXX consensus $XXXX -- Q2 revenue $1.18B consensus $1.16B" @CorleoneDon77 on X 2025-07-17 10:34:19 UTC 5307 followers, XXX engagements
"$PNC $JNJ $MTB $CBSH $BAC $GS $PGR $FHN $DPRO $RGTI $ASML $MS Feel free to follow me for pre-market and after-hours movers every day. PRE-MARKET MOVERS: Currently Higher After Earnings: -- PNC Financial (PNC) up XXX% -- Johnson & Johnson (JNJ) up XXX% -- M&T Bank (MTB) up XXX% -- Commerce Bancshares (CBSH) up XXX% -- Bank of America (BAC) up XXX% -- Goldman Sachs (GS) up XXX% -- Progressive (PGR) up XXX% -- First Horizon (FHN) up XXX% Currently Also Higher: -- Draganfly (DPRO) up XXXX% after announcing Commander3 XL UAV selected by U.S. DoD branch -- Rigetti Computing (RGTI) up XXX% after" @CorleoneDon77 on X 2025-07-16 13:16:30 UTC 5340 followers, XXX engagements
"$CANG Cango produces XXX bitcoins in June Cango announced its production update for crypto mining business in June" @CorleoneDon77 on X 2025-07-01 10:57:47 UTC 5320 followers, XXX engagements
"$SRAD Sportradar price target raised to $XX from $XX at Truist Will try to post more info later today" @CorleoneDon77 on X 2025-07-16 10:36:01 UTC 5336 followers, XXX engagements
"$TTAN ServiceTitan 2.55M share Block Trade priced at $XXXXXX The deal range was $105.55-$107.18. Goldman Sachs acted as sole book running manager for the offering" @CorleoneDon77 on X 2025-07-01 13:22:36 UTC 5287 followers, XXX engagements
"$GME $QNTM Quantum BioPharma purchases 2000 shares of GameStop" @CorleoneDon77 on X 2025-07-22 11:13:02 UTC 5344 followers, 3282 engagements
"$MOH Molina Healthcare sees FY25 adjusted EPS $21.50-$22.50 consensus $XXXXX The Company now expects its full year 2025 adjusted earnings to be in the range of $XXXXX to $XXXXX per share reflecting a consolidated pre-tax margin of just under X% the low-end of its long-term guidance range" @CorleoneDon77 on X 2025-07-07 10:36:10 UTC 5315 followers, XXX engagements
"$JPM JPMorgan says 'everything on the table' for use of excess capital - How about a contribution to the DonCorleone77 retirement fund" @CorleoneDon77 on X 2025-07-15 13:43:31 UTC 5314 followers, XXX engagements
"$ZION Zions Bancorp reports Q2 EPS $XXXX consensus $XXXX -- Q2 revenue $838M consensus $810.01M" @CorleoneDon77 on X 2025-07-21 20:15:24 UTC 5326 followers, XXX engagements
"$GMED Globus Medical reports Q4 EPS 84c consensus 75c Reports Q4 revenue $657.29M consensus $646.19M. "I'm proud of our team at Globus Medical delivering incredible results for 2024. We made significant progress integrating the business and creating a strong foundation for future growth while remaining focused on improving patient outcomes. Our spine sales force is the most dedicated and talented team in the market. Our innovation engine delivered a record amount of new product launches in 2024 and remains unmatched in our industry." said Dan Scavilla President and CEO. "The potential for" @CorleoneDon77 on X 2025-02-20 21:47:11 UTC 5314 followers, XXX engagements
"$TLN Attached is page X of a 4-page Oppenheimer analyst report on TLN issued Thursday (7/17) entitled: "Expands Power Portfolio; Announces Acquisition of PJM Natural Gas Plants" Oppenheimer has a 'Outperform' rating on TLN with a $XXX price target. Oppenheimer's 'Summary' regarding TLN in the report includes the following: "Talen announced it has agreed to acquire Caithness Energys Moxie Freedom Energy Center (PA) and Caithness/BlackRocks Guernsey Power Station (OH) both CCGT plants in PJM. The gross/net acquisition price is $3.8B/$3.5B (6.7x FY26E EBITDA and $1300/kW vs. TLNs current" @CorleoneDon77 on X 2025-07-19 15:37:52 UTC 5300 followers, XXX engagements
"$J Jacobs appointed as consultant to Iarnrod Eireann" @CorleoneDon77 on X 2025-07-22 10:38:29 UTC 5344 followers, XXX engagements
"$MLI Mueller Industries reports Q2 EPS $XXXX vs. $XXXX last year -- Q2 revenue $1.14B vs. $997.75M last year" @CorleoneDon77 on X 2025-07-22 11:14:50 UTC 5344 followers, XXX engagements
"$GOOGL $GOOG From The Wall Street Journal: "How YouTube Won the Battle for TV Viewers" -- A generation that grew up watching YouTubers on tablets and phones have migrated to TVs and Hollywood is losing ground" @CorleoneDon77 on X 2025-07-21 03:04:37 UTC 5323 followers, XXX engagements
"$JBLU JetBlue investor Galkin weighs selling nearly XX% stake Reuters says JetBlue's second-biggest stakeholder Vladimir Galkin is threatening to sell his nearly XX% interest in the carrier if its cost-cutting plan and broader efforts fail to turn around its performance Reuters' Doyinsola Oladipo reports. "I am underwater a little bit and just going to have to hold on to it. I don't want to say for as long as it takes obviously but maybe for another year" Galkin a major winner from the so-called "meme stock" rally of 2021 told Reuters. The investor owns roughly 35M shares or $212M in JetBlue" @CorleoneDon77 on X 2025-06-26 11:07:36 UTC 5321 followers, XXX engagements
"$FSLR $RUN $ENPH $FLNC $GEV $BLDP Senate version of budget bill positive for First Solar Sunrun says BMO Capital BMO Capital analyst Ameet Thakkar notes that the Senate version of the One Big Beautiful Bill Act - OBBBA - is positive for First Solar (FSLR) as it removes the risk to reduction of 45X Advanced Manufacturing Production Tax Credit and that the company can continue booking $0.17/w of stacked credit vs falling to $0.07/w. For SunRun (RUN) the solar lease eligibility for Section 48E ITCs - Investment Tax Credits - is also unexpectedly back in until 2027-end and given high short" @CorleoneDon77 on X 2025-06-30 12:33:05 UTC 5312 followers, 2921 engagements
"$MSCI MSCI reports Q2 adjusted EPS $XXXX consensus $XXXX -- Q2 revenue $772.7B consensus $764.28M" @CorleoneDon77 on X 2025-07-22 10:57:19 UTC 5343 followers, XXX engagements
"$CRWD Attached is page X of a 23-page Morgan Stanley analyst report on CRWD issued today entitled: "Taking a Pause as Valuation Looks Full; Downgrade to Equal-weight" Morgan Stanley has a 'Equal Weight' rating on CRWD with a $XXX price target. Morgan Stanley's summary statement regarding CRWD in the report includes the following: "Stepping to the sidelines given full valuation after XX% run and rising growth expectations. Still a compelling long-term story but the second half acceleration we expect now looks well priced in the shares. Moving to EW. Valuation: Risk-Reward Seems Balanced: At" @CorleoneDon77 on X 2025-07-14 20:47:25 UTC 5300 followers, XXX engagements
"$NXPI NXP Semiconductors reports Q2 EPS $XXXX consensus $XXXX -- Q2 revenue $2.93B consensus $2.9B" @CorleoneDon77 on X 2025-07-21 20:16:13 UTC 5336 followers, XXX engagements
"$FIVE $AMKBY Five Below asks vendors to turn away shipments waiting in China Bloomberg says Five Below (FIVE) shares were under pressure after the company asked vendors to cancel shipments of products waiting in China before they set off for the U.S. Bloomberg's Reshmi Basu and Carrington York reported yesterday citing a memo. Shipping giant Maersk (AMKBY) sent a letter to suppliers on behalf of the discount retailer saying the company has opted to suspend its cargo shipments amid the impacts of U.S. and China tariffs the authors say noting that it is unclear if the memo went out to all Five" @CorleoneDon77 on X 2025-04-11 16:02:19 UTC 5344 followers, XXX engagements
"$CTSH Cognizant Aker Solutions extend partnership Cognizant and Aker Solutions have extended their partnership which began in 2016 with a new multi-year agreement. Using the Cognizant Neuro platform this agreement aims to transform Aker Solutions' IT service delivery. Under the new agreement Cognizant has introduced a transformation roadmap that focuses on upgrading current services without disrupting stable operations" @CorleoneDon77 on X 2025-06-30 10:19:25 UTC 5312 followers, XXX engagements
"$BAC Bank of America reports Q2 EPS 89c consensus 87c -- Q2 revenue $26.5B consensus $26.77B" @CorleoneDon77 on X 2025-07-16 10:54:34 UTC 5333 followers, XXX engagements
"$SHW Sherwin-Williams reports Q2 adjusted EPS $XXXX consensus $XXXX -- Q2 revenue $6.31B consensus $6.3B" @CorleoneDon77 on X 2025-07-22 11:05:23 UTC 5343 followers, XXX engagements
"$PM Philip Morris reports Q2 adjusted EPS $XXXX consensus $XXXX -- Q2 revenue $10.14B consensus $10.33B" @CorleoneDon77 on X 2025-07-22 11:02:46 UTC 5343 followers, XXX engagements
"$VZ Verizon raises FY25 adjusted EPS growth to 1%-3% from 0%-3% -- FY25 EPS consensus $4.69" @CorleoneDon77 on X 2025-07-21 11:07:03 UTC 5323 followers, XXX engagements
"$PSMT $LEVI $WDFC $COIN $RIOT $MARA $WULF $BTDR $TKNO Feel free to follow me for pre-market and after-hours movers every day. AFTER-HOURS MOVERS: Currently Higher After Earnings: -- PriceSmart (PSMT) up XXX% -- Levi Strauss (LEVI) up XXX% -- WD-40 Company (WDFC) up XXX% Currently Also Higher: Crypto Higher As Bitcoin tops $115K: -- Coinbase (COIN) up XXX% -- Riot Platforms (RIOT) up XXX% -- MARA Holdings (MARA) up XXX% -- TeraWulf (WULF) up XXX% -- Bitdeer Technologies (BTDR) up XXX% Currently Lower: -- Alpha Teknova (TKNO) down XXX% after equity offering" @CorleoneDon77 on X 2025-07-11 01:10:37 UTC 5337 followers, XXX engagements
"$NFLX Attached is page X of a 21-page TD Cowen analyst report on NFLX issued yesterday entitled: "NFLX 2Q25 REVIEW: STRONG 2Q RESULTS; MGMT RAISES '25 REV MARGIN & FCF GUIDE" TD Cowen has a 'Buy' rating on NFLX with a $1450 price target. TD Cowen's 'Insight' regarding NFLX in the report includes the following: "NFLX reported 2Q rev in line with consensus est's & slightly above guide driven by member pricing & ad rev growth as well as FX tailwinds; 2Q Op Inc was +4% vs consensus driven by rev upside. Given strong 2Q results and 3Q guide (rev/Op Inc X% & X% above consensus) mgmt raised '25 rev" @CorleoneDon77 on X 2025-07-20 02:50:51 UTC 5333 followers, XXX engagements
"$CASS Cass Information Systems reports Q2 EPS 66c vs. 32c last year -- Q2 revenue $44.4M vs. $46.41M last year" @CorleoneDon77 on X 2025-07-17 12:11:43 UTC 5314 followers, XXX engagements
"$TWLO Attached is a Mizuho analyst note regarding TWLO issued today entitled: "2Q25 Preview: Expecting Another Beat & Raise; Price Increase Reinforces Double-Digit Growth " Mizuho has a 'Outperform' rating on TWLO with a $XXX price target" @CorleoneDon77 on X 2025-07-15 13:54:52 UTC 5344 followers, 1559 engagements
"$AAPL $AMAT $ARM $BABA $COF $COIN $DASH $DELL $GM $JD $KO $MSFT $RDDT $SBUX $TSLA Hey Everyone In addition to the information relating to company analyst reports/notes that I posted today I will also be posting information regarding analyst reports/notes this evening for the following companies: 1) AAPL 2) AMAT 3) ARM 4) BABA 5) COF 6) COIN 7) DASH 8) DELL 9) GM 10) JD 11) KO 12) MSFT 13) RDDT 14) SBUX 15) TSLA Feel free to check back this evening if any of these companies are of interest to you. I hope this information is useful to many members. Cheers DC77" @CorleoneDon77 on X 2025-07-21 19:41:21 UTC 5343 followers, 2340 engagements
"$TSM Taiwan Semiconductor Manufacturing beats by $XXXX reports revs in-line; guides Q3 revs above consensus -- Reports Q2 (Jun) earnings of $XXXX per share $XXXX better than the FactSet Consensus of $2.39; revenues rose XXXX% year/year to $XXXXX bln vs the $XXXXX bln FactSet Consensus. -- Gross margin for the quarter was XXXX% operating margin was XXXX% and net profit margin was 42.7%. -- In the second quarter shipments of 3-nanometer accounted for XX% of total wafer revenue; 5-nanometer accounted for 36%; 7-nanometer accounted for 14%. -- Advanced technologies defined as 7-nanometer and more" @CorleoneDon77 on X 2025-07-17 11:56:01 UTC 5307 followers, XXX engagements
"$IPG Interpublic Group reports Q2 adjusted EPS 75c consensus 57c -- Q2 revenue $2.54B vs $2.71B last year" @CorleoneDon77 on X 2025-07-22 11:09:15 UTC 5344 followers, XXX engagements
"$EXOD Exodus Movement files $1B mixed securities shelf" @CorleoneDon77 on X 2025-05-27 20:21:57 UTC 5325 followers, 6133 engagements
"$HCA $THC $CYH $ARDT RBC a buyer of hospital stocks on White House memo selloff RBC Capital analyst Ben Hendrix is a buyer of acute care hospital stocks on Monday's pullback including HCA Healthcare (HCA) Tenet Healthcare (THC) Community Health (CYH) and Ardent Health (ARDT). The firm says hospital stocks are trading lower on a presidential memo released Friday highlighting Medicaid supplemental payment programs and apparently drawing concern over potential cuts to state-directed payments. While "optically hawkish" the memo is consistent with grandfathering of existing state-directed payment" @CorleoneDon77 on X 2025-06-09 17:44:38 UTC 5336 followers, XXX engagements
"$NFLX Attached is page X of a 8-page Benchmark analyst report on NFLX issued yesterday entitled: "The Truth Goes Marching On" Benchmark has a 'Hold' rating on NFLX without a price target. Benchmark's summary statement regarding NFLX in the report includes the following: "It was another solid print for Netflix (NFLX: Hold) with a slight beat on revenue but an almost $XXX million outperformance on operating income with both leading to respective guidance raises for the full year. Shares traded roughly flat after hours however likely reflecting a combination of X things: 1) Significantly" @CorleoneDon77 on X 2025-07-20 01:12:40 UTC 5323 followers, XXX engagements
"$MSFT From The Wall Street Journal: "The AI Exec Who Isnt Trying to Become God" -- Microsofts Mustafa Suleyman is focused on solving social problems rather than racing for superintelligence" @CorleoneDon77 on X 2025-07-21 11:05:23 UTC 5327 followers, XXX engagements
"$AAPL $AVGO $BE $GOOGL $HIMS $MBLY $MNST $MO $MSFT Hello Everyone I have now posted information regarding analyst reports/notes for the companies mentioned in the re-shared post below. I hope this information is useful to everyone. Cheers DC77" @CorleoneDon77 on X 2025-07-10 01:37:21 UTC 5315 followers, 1439 engagements
"$AVAV $CHX AeroVironment to replace ChampionX in the S&P XXX at open on 7/18" @CorleoneDon77 on X 2025-07-15 22:59:03 UTC 5289 followers, XXX engagements
"$NA Nano Labs expands BNB strategic reserve to $90M" @CorleoneDon77 on X 2025-07-22 10:20:09 UTC 5343 followers, XXX engagements
"$CRDO Note: I am currently long CRDO. Attached is page X of a 5-page Bank of America analyst report on CRDO issued yesterday entitled: "Mgmt call takeaways: AI connectivity specialist 5x growth oppty." Bank of America has an 'Buy' rating on CRDO with a $XXX price target. Bank of America's summary statement regarding CRDO in the report includes the following: "Increasing opportunities in both AECs/optics PO $120: On Tuesday we hosted CRDO CEO Bill Brennan CFO Daniel Fleming VP AEC/Product Don Barnetson and VP IR Dan ONeil for a well-attended investor call. Key highlights include: 1) mgmt sees" @CorleoneDon77 on X 2025-07-09 11:04:37 UTC 5296 followers, XXX engagements
"$AMAT Goldman Sachs initiates AMAT with Buy and $XXX price target" @CorleoneDon77 on X 2025-07-10 11:33:34 UTC 5324 followers, XXX engagements
"$ENPH Barclays lowered the firm's price target on Enphase Energy to $XX from $XX and keeps an Underweight rating" @CorleoneDon77 on X 2025-07-14 10:32:18 UTC 5343 followers, XXX engagements
"$PSN Parsons price target raised to $XX from $XX at Jefferies Jefferies analyst Sheila Kahyaoglu raised the firm's price target on Parsons to $XX from $XX and keeps a Hold rating on the shares. The firm is lowering 2025 revenues from $7.1B to $6.6B by removing second half of the year Confidential revenues and $75M in broader FS portfolio for bidding uncertainty. Margins remain at XXX% as Confidential pressure in FS is offset by optimistic second half for CI on Middle East revenue drop-through" @CorleoneDon77 on X 2025-07-02 18:40:58 UTC 5343 followers, XXX engagements
"$META Attached is page X of a 14-page Citizens analyst report on META issued Thursday (7/17) entitled: "Superintelligence and AI Investments Could Drive Meta's CapEx to Nearly $100B Next Year" Citizens has a 'Market Outperform' rating on META with a $XXX price target. Citizens' summary statement regarding META in the report includes the following: "With Meta making material investments in its superintelligence team including researchers and compute we believe the company is going through a significant investment cycle and we expect 2026 CapEx to surprise the Street as Meta builds multiple 1" @CorleoneDon77 on X 2025-07-20 15:41:45 UTC 5337 followers, XXX engagements
"$MP $AAPL Fox Business - Apple expected to announce $500M commitment to MP Materials" @CorleoneDon77 on X 2025-07-15 13:40:40 UTC 5323 followers, XXX engagements
"$LCID $UBER Lucid Group Nuro and Uber partner on autonomous robotaxi program" @CorleoneDon77 on X 2025-07-17 12:43:58 UTC 5309 followers, XXX engagements
"$CNC Centene withdraws 2025 GAAP adjusted EPS guidance Centene is withdrawing its previous 2025 GAAP and adjusted diluted earnings per share guidance including the underlying guidance elements. The Company recently received and analyzed its first view of 2025 industry Health Insurance Marketplace (Marketplace) data from Wakely an independent actuarial firm covering XX of Centene's XX Marketplace states and representing approximately XX% of the Company's Marketplace membership. This data is submitted to Wakely by most Marketplace insurance carriers. Based upon the Company's preliminary" @CorleoneDon77 on X 2025-07-01 20:47:16 UTC 5323 followers, 7034 engagements
"$AMAT Applied Materials downgraded to Neutral from Buy at Rothschild & Co Redburn Rothschild & Co Redburn downgraded Applied Materials to Neutral from Buy with a price target of $XXX down from $XXX. The firm believes China's push for semiconductor self-sufficiency challenges much of Applied Materials' portfolio at a time when competitors have taken share in the company's core physical vapor deposition business. Rothschild is concerned that U.S. export restrictions will accelerate China's strategy to become XX% self-sufficient in semiconductor wafer fabrication equipment" @CorleoneDon77 on X 2025-07-07 10:26:42 UTC 5323 followers, XXX engagements
"$NVDA From Reuters: "Nvidia's China restart faces production obstacles The Information reports"" @CorleoneDon77 on X 2025-07-21 03:09:43 UTC 5318 followers, XXX engagements
"$CFG Citizens Financial reports Q2 EPS 92c consensus 88c -- Q2 revenue $2.04B consensus $2.01B" @CorleoneDon77 on X 2025-07-17 10:29:20 UTC 5343 followers, XXX engagements
"$DIA $SPY $QQQ $IWM $TLT $AAPL $NVDA $META $GOOGL $TSLA $AMZN $NFLX Below is a link to a list of rules/advice from one of my caporegimes on @Stocktwits . @RonIsWrong. If you are new to investing this list can be invaluable. If you have been around for a while this is a great list of reminders. Btw I will add that the last sentence of point #7 is particularly noteworthy. That is anyone who tries to make you think all of their trades are successful is not telling you the whole story. We all make trades that don't work. We just need to be able to admit quickly when we are wrong and make sure the" @CorleoneDon77 on X 2025-07-13 15:12:59 UTC 5323 followers, XXX engagements
"$ISRG Attached is page X of a 6-page Piper Sandler analyst report on ISRG issued yesterday entitled: "VC Portfolio/Patents Give Some Potential Clues About New Areas Of Interest LT" Piper Sandler has a 'Overweight' rating on ISRG with a $XXX price target. Piper Sandler's 'Conclusion' regarding ISRG in the report includes the following: "Investor attention and enthusiasm around da Vinci X (DV5) has been robust and for good reason in our view. We often get asked about what new procedures DV5 will unlock and thus grow ISRGs already massive TAM. While we do believe DV5 will bring soft tissue" @CorleoneDon77 on X 2025-07-12 11:25:10 UTC 5321 followers, XXX engagements
"$PCAR Paccar reports Q2 EPS $XXXX consensus $XXXX -- Q2 revenue $7.51B consensus $7.03B" @CorleoneDon77 on X 2025-07-22 12:07:52 UTC 5344 followers, XXX engagements
"$KKR Torrent Pharma to acquire controlling stake in JB Pharma from KKR Torrent Pharmaceuticals and global investment firm KKR announced that Torrent has entered into definitive agreements to acquire controlling stake in J. B. Chemicals and Pharmaceuticals or JB Pharma from KKR at an Equity Valuation of INR 25689 crores followed by a merger of the two entities. The transaction marks a significant step in Torrent's ambition to create a future-ready diversified healthcare platform combining a deep chronic segment heritage with emerging international CDMO capabilities. The transaction will be" @CorleoneDon77 on X 2025-06-29 22:10:45 UTC 5337 followers, XXX engagements
"$ORCL $PARA $PARAA From Bloomberg: "Oracle in Talks for $XXX Million Skydance-Paramount Cloud Deal" Takeaways: -- Oracle Corp. is in discussions with Skydance Media LLC for a major software deal once Skydance's acquisition of Paramount Global is complete. -- The new arrangement is expected to be worth about $XXX million per year with Paramount and its subsidiaries using Oracle's cloud software according to people familiar with the matter. -- The deal could potentially save Paramount hundreds of millions of dollars as they update their systems according to one of the people familiar with the" @CorleoneDon77 on X 2025-07-22 10:36:29 UTC 5344 followers, XXX engagements
"$RAL $WOLF $FTV Ralliant to replace Wolfspeed in S&P XXX at open on July X Ralliant Corp. (RAL) will replace Wolfspeed Corp. (WOLF) in the S&P SmallCap XXX effective prior to the opening of trading on Tuesday July X. S&P XXX constituent Fortive Corp. (FTV) is spinning off Ralliant in a transaction expected to be completed on June XX. Fortive will remain in the S&P XXX post spin-off. Wolfspeed announced its intention to file for bankruptcy on or before July X and is therefore no longer eligible for continued inclusion in the S&P SmallCap 600" @CorleoneDon77 on X 2025-06-25 21:58:56 UTC 5323 followers, 1043 engagements
"$HPE $JNPR $PINS $RDDT $META $SNAP $KKR $MSFT $FOX TOP X WEEKEND STORIES: 1) Hewlett Packard Enterprise (HPE) and Juniper Networks (JNPR) announced they have reached an agreement with the U.S. Department of Justice that subject to court approval resolves the DOJ's lawsuit challenging HPE's acquisition of Juniper and clears the way for the transaction to close. 2) U.S. President Donald Trump told Fox News in an interview broadcast that he has found a buyer for the TikTok app which he described as a group of "very wealthy people" who will be revealed in about two weeks Reuters reports. Trump" @CorleoneDon77 on X 2025-06-30 05:07:38 UTC 5323 followers, XXX engagements
"$PSN KeyBanc raises Parsons price target to $XX from $XX and keeps Overweight rating" @CorleoneDon77 on X 2025-07-16 13:34:21 UTC 5343 followers, XXX engagements
"#uranium #nuclear #nuclearstocks $CCJ $CEG $UUUU $UROY $LEU $ASPI $EU $DNN $NNE $URA $URNM $URNJ $SRUUF $OKLO $NXE $SMR $UEC Thanks to @hcrubin2009 for pointing me to this article. From Reuters Today: "EU opens door to funding nuclear energy in next budget" BRUSSELS (Reuters) -The European Commission wants to open up part of its proposed X trillion euro EU budget for 2028-2034 to nuclear energy a move likely to divide the bloc's member states which Germany immediately rejected. In an annex to its mammoth budget proposal published on Wednesday the Commission listed nuclear power as an activity" @CorleoneDon77 on X 2025-07-17 17:23:22 UTC 5343 followers, 1153 engagements
"$BA $RYAAY From Bloomberg: "Ryanair Says Tariff Cost Are On Boeing Could Pause Deliveries"" @CorleoneDon77 on X 2025-07-21 10:37:22 UTC 5323 followers, XXX engagements
"$MP $UUUU $NB From Reuters: "Exclusive: China quietly issues 2025 rare earth quotas sources say"" @CorleoneDon77 on X 2025-07-18 10:25:09 UTC 5336 followers, 1676 engagements
"$META $PINS $DASH $UBER $CVNA Attached is a Citi analyst note on META PINS DASH UBER AND CVNA issued today entitled: "Internet Traffic Trands Analysis: Positive Trends for META PINS DASH UBER AND CVNA"" @CorleoneDon77 on X 2025-07-21 18:10:45 UTC 5343 followers, XXX engagements
"$ENVX I know there are a lot of people here interested in ENVX. Attached is a B. Riley analyst note from today. B. Riley has a 'Buy" rating on ENVX and they raised their price target from $XX to $17" @CorleoneDon77 on X 2025-07-10 15:22:19 UTC 5301 followers, 3111 engagements
"$IBM Attached is page X of a 12-page Bank of America analyst report on IBM issued yesterday entitled: "Tough near-term setup given YTD outperformance but structural LT tailwinds" Bank of America has a 'Buy' rating on IBM with a $XXX price target. Bank of America's summary statement regarding IBM in the report includes the following: "Focus will be on growth and cash flows: IBM reports F2Q25 earnings on July 23rd and we believe investors expect an acceleration in RHT potential FX tailwinds and for Consulting to be weak (similar to peers). While the tactical setup is a bit challenging given" @CorleoneDon77 on X 2025-07-21 12:43:56 UTC 5332 followers, XXX engagements
"$AMD $ASML $ASTS $BA $BAC $BIDU $COIN $GEV $GS $IBM $INTC $META $MS $PEP $PINS $SBUX $TSM $VRT Hello Everyone I have now posted information regarding analyst reports/notes for the companies mentioned in the re-shared post below. I hope this information is useful to everyone. Cheers DC77" @CorleoneDon77 on X 2025-07-18 03:27:00 UTC 5304 followers, 1616 engagements
"$CSCO Attached is page X of a 15-page Wells Fargo analyst report on CSCO issued yesterday entitled: "Wells-Hosted Tech Talk w/ EVP of Cisco Common Hardware Group Martin Lund - A Positive Overview of Cisco Silicon One Strategy" Wells Fargo has a 'Overweight' rating on CSCO with a $XX price target. Wells Fargo's 'Call' regarding CSCO in the report includes the following: "On Friday (7/11) we hosted a Cisco Silicon One (S1) Tech Talk w/ EVP of Cisco Common Hardware Group Martin Lund + VP IR & Strategic Finance Sami Badri. Positive overview; re-highlight our prior note / views on Cisco's S1" @CorleoneDon77 on X 2025-07-14 18:37:47 UTC 5311 followers, XXX engagements
"$CAN Canaan mines XX bitcoin in June Canaan released its unaudited bitcoin mining update for the month ending June XX 2025. "Our June production numbers demonstrated the resilience of our mining operations" said Nangeng Zhang chairman and chief executive officer of Canaan "Following a record-breaking May June production totaled XX bitcoins primarily due to a temporary reduction in operating hashrate. The decrease was primarily due to reduced uptime from weather-related curtailment and maintenance. During the month certain areas of Texas were impacted by both severe storms and continuous high" @CorleoneDon77 on X 2025-07-07 13:00:40 UTC 5293 followers, XXX engagements
"$IBKR $INDB $WAL $TELO $BZAI $TLN $NSC $CSX $UNP $JBL $NFLX $YHC Feel free to follow me for pre-market and after-hours movers every day. AFTER-HOURS MOVERS: Currently Higher After Earnings: -- Interactive Brokers (IBKR) up XXX% -- Independent Bank (INDB) up XXX% -- Western Alliance (WAL) up XXX% Currently Also Higher: -- Telomir Pharmaceuticals (TELO) up XXXXX% after data demonstrated that Telomir-1 reversed epigenetic silencing by DNA methylation of the STAT1 gene a tumor suppressor and immune response regulator in a dose-dependent manner -- Blaize Holdings (BZAI) up XXXX% after announcing" @CorleoneDon77 on X 2025-07-17 22:50:35 UTC 5320 followers, XXX engagements
"$TSM From Bloomberg: "TSMCs Taiwan Stock Value Surpasses $X Trillion Amid AI Frenzy" Takeaways: -- Taiwan Semiconductor Manufacturing Co.'s market value hit $X trillion for the first time in Taipei last week driven by robust artificial intelligence demand. -- TSMC's stock surge reflected growing investor confidence that the company will ride the AI boom to even greater dominance with a raised sales forecast of about XX% revenue growth. -- Analysts including those from Goldman Sachs Group Inc. and JPMorgan Chase & Co. expressed positive views on TSMC's prospects citing strong AI spending by" @CorleoneDon77 on X 2025-07-22 10:32:38 UTC 5344 followers, XXX engagements
"$AZN Attached is page X of a 7-page Bank of America analyst report on AZN issued today entitled: "Baxdrostat hits in hypertension PIII trial detailed data at ESC in August" Bank of America has a 'Buy' rating on AZN with a $1450 GBp (US$91.70) price target. Bank of Americas summary statement regarding AZN in the report includes the following: "Baxdrostat hits in PIII BaxHTN monotherapy trial: AZN released positive headline data today for its PIII BaxHTN trial of baxdrostat (ASI) monotherapy in resistant/uncontrolled hypertension (HTN). BaxHTN met primary endpoint of seated SBP vs placebo at 12" @CorleoneDon77 on X 2025-07-14 20:21:53 UTC 5337 followers, XXX engagements
"$QS QuantumScape Murata announce framework for ceramics collaboration QuantumScape Corporation and Murata Manufacturing Co. have entered into the first phase of an agreement to explore a collaboration for high-volume manufacturing of ceramic film for QS's solid-state battery technology. Murata Manufacturing Co. is a worldwide leader in the design manufacture and sale of ceramic-based passive electronic components & solutions communication modules and power supply modules. "Murata's deep expertise in high-precision ceramics manufacturing makes them an exceptional partner as we look to scale" @CorleoneDon77 on X 2025-04-23 21:09:29 UTC 5303 followers, XXX engagements
"$ARE Alexandria Real Estate reports Q2 adjusted FFO $XXXX consensus $XXXX -- Q2 revenue $762.0M consensus $748.02M" @CorleoneDon77 on X 2025-07-21 20:16:59 UTC 5343 followers, XXX engagements
"$PEP $TSM $TCBI $GE $SNA $LCID $UBER $J $ABT $USB $NVS $ELV $MMC $ADM $KO $MU Feel free to follow me for pre-market and after-hours movers every day. PRE-MARKET MOVERS: Currently Higher After Earnings: -- PepsiCo (PEP) up XXX% -- Taiwan Semiconductor (TSM) up XXX% -- Texas Capital (TCBI) up XXX% -- GE Aerospace (GE) up XXX% -- Snap-On (SNA) up XXX% Currently Also Higher: -- Lucid (LCID) up XXXX% after announcing partnership with Nuro and Uber (UBER) on autonomous robotaxi program -- Jacobs (J) up XXX% after being selected to design light rail extension in Seattle Currently Lower After" @CorleoneDon77 on X 2025-07-17 13:10:08 UTC 5303 followers, XXX engagements
"$AMBA $COHR $CRDO $LITE $MCHP $MXL $ON $PI $QRVO $SLAD $STM $SKWS $TXN $WOLF $SMH Attached are price target updates from Susquehanna for the stocks included in this post:" @CorleoneDon77 on X 2025-07-22 16:58:17 UTC 5344 followers, XXX engagements
"#uranium #nuclear #nuclearstocks $OKLO Attached is a B. Riley analyst note regarding OKLO issued today entitled: "Company Update" B. Riley has a 'Buy' rating on OKLO with a $XX price target. (Please don't ask me how they can have a 'Buy' rating with a price target below the current price)" @CorleoneDon77 on X 2025-07-17 01:36:54 UTC 5337 followers, XXX engagements
"$EHGO $HP EShallGo subsidiary enters cooperation framework agreement Eshallgo (EHGO) announced that its subsidiary Shanghai Eshallgo Enterprise Development has entered into a cooperation framework agreement on HP Smart Printing Services (HP) with Beijing Puyunte Technology. This collaboration marks the official launch of a strategic partnership between solution partners and collaborators of China Hewlett-Packard and EHGO in the Chinese printing service sector. The two parties will collaborate to develop office solutions" @CorleoneDon77 on X 2025-06-30 10:24:06 UTC 5323 followers, XXX engagements
"$KO $PM $RTX $DHR $LMT $SHW $GM $NOC $DGX $THC Some notable companies reporting before tomorrow's open with earnings consensus estimates: -- Coca-Cola (KO) consensus 84c -- Philip Morris (PM) consensus $XXXX -- RTX Corp. (RTX) consensus $XXXX -- Danaher (DHR) consensus $XXXX -- Lochkheed Martin (LMT) consensus $XXXX -- Shermin-Williams (SHW) consensus $XXXX -- General Motors (GM) consensus $XXXX -- Northrop Grumman (NOC) consensus $XXXX -- Quest Diagnostics (DGX) consensus $XXXX -- Tenet Healthcare (THC) consensus $2.87" @CorleoneDon77 on X 2025-07-21 18:43:10 UTC 5344 followers, XXX engagements
"$SAIL SailPoint reports Q1 adjusted EPS 1c consensus (1c) Reports Q1 revenue $230.47M consensus $225.16M. "We delivered another strong quarter driven by continued expansion across our customer base and strong adoption among Fortune XXX and Forbes Global 2000 companies" said Mark McClain CEO and Founder SailPoint. "Enterprises are turning to SailPoint to manage both human and digital identities at the scale and speed required to stay ahead. Our ability to deliver both breadth and depth of identity security-on a platform that's AI and data-driven and built for extensibility-combined with" @CorleoneDon77 on X 2025-06-11 11:05:50 UTC 5313 followers, XXX engagements
"$KEY KeyCorp reports Q2 EPS 35c consensus 34c -- Q2 revenue $1.84B consensus $1.8B" @CorleoneDon77 on X 2025-07-22 10:49:07 UTC 5343 followers, XXX engagements
"$DO $HAL $NBR $NE $RIG $SLB $BKR $WFRD EPA's Zeldin adds energy dominance to agency's mission WSJ reports EPA administrator Lee Zeldin has added mandates such as energy dominance to the agency's original mission The Wall Street Journal's Scott Patterson and Kris Maher report. EPA employees are concerned about the shift to ease rules on U.S. industries and cutbacks on key research programs and Zeldin's current stance puzzles those who previously collaborated with him on environmental campaigns according to the report. "I don't accept that it's a binary choice between protecting the environment" @CorleoneDon77 on X 2025-07-01 10:18:37 UTC 5344 followers, XXX engagements
"$COHR Coherent price target raised to $XX from $XX at Northland Northland raised the firm's price target on Coherent (COHR) to $XX from $XX and keeps an Outperform rating on the shares. The price target increase follows "extremely positive" comments from Ciena (CIEN) last week noting a material increase in business activity since earnings just a few weeks ago the analyst tells investors in a research note. The firm expects double digit growth for Coherent in fiscal 2026" @CorleoneDon77 on X 2025-06-30 13:34:06 UTC 5323 followers, XXX engagements
"$PARA $PARAA Paramount President Trump in settlement talks for XX Minutes interview lawsuit In a court filing Plaintiffs President Donald J. Trump and Representative Ronny Jackson together with Defendants Paramount Global requested that the court stay all proceedings including all discovery deadlines and all motion practice until July X. The parties submit that good cause to stay all proceedings exists because the parties are engaged in good faith advanced settlement negotiations" @CorleoneDon77 on X 2025-06-30 21:23:52 UTC 5315 followers, XXX engagements
"$ROP Roper Technologies raises 2025 adj EPS view to $19.90-$20.05 from $19.80-$20.05 -- Consensus for 2025 EPS is $19.94" @CorleoneDon77 on X 2025-07-21 11:08:31 UTC 5331 followers, XXX engagements
"$PEP Attached is a Barclays analyst note regarding PEP issued today entitled: "A Step in the Right Direction" Barclays has a 'Equal Weight' rating on PEP with a $XXX price target" @CorleoneDon77 on X 2025-07-21 18:12:58 UTC 5344 followers, XXX engagements
"$META Attached is a Wedbush analyst note regarding META issued today entitled: "We believe investor sentiment has remained encouraging for Meta ahead of 2Q results" Wedbush has a 'Outperform' rating on META with a $XXX price target" @CorleoneDon77 on X 2025-07-17 22:28:16 UTC 5303 followers, XXX engagements
"$AMD $AMZN $BIDU $FUFU $GE $GOOGL $KTOS $LCID $META $MRUS $MSFT $NFLX $PEP $SBUX $SHOP $TLN $TSLA $TSM $UAL $UBER Hello Everyone I have now posted information regarding analyst reports/notes for the companies mentioned in the re-shared post below. I hope this information is useful to everyone. Cheers DC77" @CorleoneDon77 on X 2025-07-21 02:56:28 UTC 5326 followers, 1165 engagements
"$ENPH Mizuho lowered their price target on Enphase Energy to $XX from $XX - Keeps 'Outperform'" @CorleoneDon77 on X 2025-07-14 11:41:21 UTC 5336 followers, XXX engagements
"$AIRE reAlpha to sell 14.286M shares at 35c in registered direct offering" @CorleoneDon77 on X 2025-07-21 20:36:31 UTC 5339 followers, XXX engagements
"$BA Susquehanna raised their price target on Boeing to $XXX from $XXX - Keeps a 'Positive' rating" @CorleoneDon77 on X 2025-07-14 11:14:33 UTC 5312 followers, XXX engagements
"$SRAD I have been watching this one for a while and I took a small position this morning. Let's see what she wants to do from here: Sportradar initiated with a Buy at Truist Truist initiated coverage of Sportradar with a Buy rating and $XX price target. Sportradar as the largest B2B partner for the sports betting industry has become "increasingly important" to customers that include operators leagues and media says the analyst who sees upside to 2027 financial targets through higher market growth and new state legalization in-play mix and development of new revenue drivers" @CorleoneDon77 on X 2025-07-01 14:26:00 UTC 5337 followers, XXX engagements
"$NFLX $DIS From Bloomberg: "Netflix Using Startup Runway AIs Video Tools for Production" Takeaways: -- Netflix is using artificial intelligence video generation software from startup Runway AI in content production according to a person familiar with the matter. -- Walt Disney Co. has been testing out Runway's technology and has talked with the startup about possible uses for its generative AI tools but has no plans to integrate it into its content production pipeline at this time. -- Netflix co-Chief Executive Officer Ted Sarandos said the company is using AI in content production including" @CorleoneDon77 on X 2025-07-22 10:34:11 UTC 5339 followers, XXX engagements
"$DDC DDC Enterprise files $500M mixed securities shelf" @CorleoneDon77 on X 2025-07-22 12:09:52 UTC 5343 followers, XXX engagements
"$HOOD Citizens JMP raised the firm's price target on Robinhood to $XXX from $70" @CorleoneDon77 on X 2025-07-14 10:17:34 UTC 5293 followers, XXX engagements
"$PNC PNC Financial reports Q2 EPS $XXXX consensus $XXXX -- Q2 revenue $5.66B consensus $5.61B" @CorleoneDon77 on X 2025-07-16 10:44:55 UTC 5307 followers, XXX engagements
"$AXP American Express backs FY25 EPS view $15.00-$15.50 consensus $15.22" @CorleoneDon77 on X 2025-07-18 11:10:14 UTC 5307 followers, XXX engagements
"$ATHR Wow. Looks like a number of $MSTR wannabes starting to pop up: Aether announces proposed $40M public offering to acquire bitcoin" @CorleoneDon77 on X 2025-07-21 12:33:04 UTC 5323 followers, XXX engagements
"$COIN Citizens JMP raised the firm's price target on Coinbase to $XXX from $XXX - keeps outperform rating" @CorleoneDon77 on X 2025-07-14 10:18:46 UTC 5343 followers, XXX engagements
"$DIA $SPY $QQQ $IWM $TLT Oh my.lots of jokesters out there" @CorleoneDon77 on X 2025-07-12 19:13:16 UTC 5323 followers, 1061 engagements
"$LULU Goldman Sachs lowers price target on Lululemon to $XXX from $XXX -- Keeps 'Neutral' rating" @CorleoneDon77 on X 2025-07-22 11:36:25 UTC 5343 followers, XXX engagements
"$IVZ Invesco reports Q2 adjusted EPS 36c consensus 39c -- Q2 revenue $1.52B consensus $1.09B" @CorleoneDon77 on X 2025-07-22 11:04:44 UTC 5343 followers, XXX engagements
"$IIIN Insteel reports Q3 EPS 78c vs. 34c last year -- Q3 revenue $179.9M vs. $145.8M last year" @CorleoneDon77 on X 2025-07-17 10:40:37 UTC 5330 followers, XXX engagements
"$LMT Lockheed Martin: Q2 results include $1.6B of program losses; $169M other charges" @CorleoneDon77 on X 2025-07-22 12:08:50 UTC 5343 followers, XXX engagements
"$MO Attached is page X of a 32-page Jefferies analyst report on MO issued today entitled: "Between a Rock and a Hard Place: Initiating with an Underperform Rating" Jefferies has an 'Underperform' rating on MO with a $XX price target. Jefferies' summary statement regarding MO in the report includes the following: "We initiate on Altria with an Underperform rating and a TP of $XX. We see risk to the US Combustibles business due to accelerated -HSD volume declines and incremental downtrading-driven pressure. Moreover Altria's market-leading position in declining Traditional Oral is offsetting" @CorleoneDon77 on X 2025-07-10 01:32:51 UTC 5336 followers, XXX engagements
"$AMZN $AXP $BTDR $CMG $COF $COST $CVX $HUBS $META $MRK Hey Everyone In addition to the information relating to company analyst reports/notes that I posted today I will also be posting information regarding analyst reports/notes this evening for the following companies: 1) AMZN 2) AXP 3) BTDR 4) CMG 5) COF 6) COST 7) CVX 8) HUBS 9) META 10) MRK Feel free to check back this evening if any of these companies are of interest to you. I hope this information is useful to many members. Cheers DC77" @CorleoneDon77 on X 2025-07-10 19:35:38 UTC 5311 followers, 2158 engagements
"$QGEN Qiagen reports Q1 adjusted EPS 55c consensus 51c Reports Q1 revenue $483M consensus $476.78M. "QIAGEN delivered a solid start to 2025 exceeding our outlook on both sales and adjusted earnings. Our growth pillars QIAstat-Dx and QuantiFERON both posted double-digit sales gains while QIAcuity and QIAGEN Digital Insights both continued to build momentum and in Sample technologies we are focusing on automation and preparing for new instrument launches. These advancements highlight the execution of our focused strategy and our ability to perform amid global uncertainty. We have reaffirmed our" @CorleoneDon77 on X 2025-05-07 20:53:46 UTC 5290 followers, XXX engagements
"$GM Attached is page X of a 14-page Benchmark analyst report on GM issued today entitled: "Initiating Coverage at Buy with a $XX Target Price; Durable & Cash Generative Franchise with Underappreciated Upside" Benchmark has a 'Buy' rating on GM with a $XX price target. Benchmark's summary statement regarding GM in the report includes the following: "We believe General Motors (GM) presents a compelling opportunity for investors seeking exposure to a durable cash-generative U.S. industrial franchise with underappreciated upside potential. Despite recent market volatility related to tariffs and" @CorleoneDon77 on X 2025-07-22 00:51:19 UTC 5344 followers, XXX engagements
"$AMD Attached is a Wedbush analyst note regarding AMD issued today entitled: "Reports - Tuesday 8/5 AMC" Wedbush has a 'Outperform' rating on AMD with a $XXX price target" @CorleoneDon77 on X 2025-07-17 22:26:16 UTC 5320 followers, 2165 engagements
"$COF Attached is page X of a 19-page Bank of America analyst report on COF issued today entitled: "2Q Preview: Qualitative overlays vs portfolio performance" Bank of America has an 'Buy' rating on COF with a $XXX price target. Bank of America's summary statement regarding COF in the report includes the following: "COF: BofAe: ($3.71) vs consensus $3.31: What matters coming out of the 2Q print: Commentary on the Discover acquisition and synergy targets will be in focus when COF reports 2Q earnings. Reported results will have accounting noise from the acquisition but investors will likely look" @CorleoneDon77 on X 2025-07-10 21:27:21 UTC 5311 followers, XXX engagements
"$DGXX Digi Power X prices 4.8M shares at $XXXX in registered direct offering" @CorleoneDon77 on X 2025-07-21 11:36:53 UTC 5343 followers, XXX engagements
"$PM Philip Morris reports Q2 adjusted EPS ex-currency $XXXX consensus $XXXX -- Q2 revenue $10.14B consensus $10.33B" @CorleoneDon77 on X 2025-07-22 11:03:24 UTC 5344 followers, XXX engagements
"$PSN Attached is page X of a 20-page Raymond James analyst report on PSN issued yesterday entitled: "Swapping Two Ratings while Deploying a Lilly Pad Strategy'" Raymond James has a 'Strong Buy' rating on PSN with a $XX price target. Raymond James' summary statement regarding PSN in the report includes the following: "With the June quarter in the books the Big Beautiful Bill signed into law and significant stock volatility continuing we see the timing as appropriate to swap some ratings and look at whats in store for the Gov IT sector for rest of the year. YTD for Gov IT is best defined by one" @CorleoneDon77 on X 2025-07-08 11:37:47 UTC 5303 followers, XXX engagements
"$BIDU $KC Baidu appoints Haijian He as CFO Baidu (BIDU) announced the appointment of Haijian He as CFO of the company effective immediately. Concurrently Junjie He will step down from his position as interim CFO and assume the role of senior VP in charge of human resources and administrative functions. In addition Shanshan Cui will serve as secretary general to the organizational culture committee of Baidu. Haijian He joins Baidu from Kingsoft Cloud (KC) where he served as executive director and chief financial officer since January 2020" @CorleoneDon77 on X 2025-07-01 10:42:49 UTC 5320 followers, XXX engagements
"$CI $CNC $CVS $HUM $UNH $MOH $ELV From The Wall Street Journal: "Obamacare Insurers Seek Double-Digit Premium Hikes Next Year" -- Some enrollees could be hit with increases of more than XX% because of federal changes and higher health expenses" @CorleoneDon77 on X 2025-07-18 10:34:06 UTC 5309 followers, XXX engagements
"$AMRC Ameresco wins $20M contract for Los Angeles school solar projects Ameresco announced its partnership with the Los Angeles Unified School District to develop and install solar shade and carport structures at five middle school campuses. The $20.7M bond-funded project will install over XXX MW of solar PV systems and electric vehicle charging infrastructure. Ameresco will also provide operations and maintenance for the systems and a 25-year performance guarantee. The project is part of a larger initiative to install solar at XX Los Angeles schools supporting the district's clean energy" @CorleoneDon77 on X 2025-05-28 13:20:47 UTC 5320 followers, XXX engagements
"$APP Attached is a Citi analyst note regarding APP issued today entitled: "2Q25 Preview - We See Quite a Few Positives for 2H25 and 2026" Citi has a 'Buy' rating on APP with a $XXX price target" @CorleoneDon77 on X 2025-07-14 18:50:10 UTC 5310 followers, 5409 engagements
"$UBER Attached is page X of a 5-page Bank of America analyst report on UBER issued yesterday entitled: "AV deals continue to ramp adding Baidus Apollo Go" Bank of America has a 'Buy' rating on UBER with a $XXX price target. Bank of America's summary statement regarding UBER in the report includes the following: "Uber & Baidu announce long-term strategic partnership: Today Uber & Baidu announced a multi-year strategic partnership to deploy thousands of Baidus Apollo Go AVs on the Uber platform across multiple global markets outside of the US and mainland China with the first market launches in" @CorleoneDon77 on X 2025-07-17 00:36:15 UTC 5289 followers, XXX engagements
"$MBLY Attached is page X of a 4-page Oppenheimer analyst report on MBLY issued yesterday entitled: "Pre-announces 2Q Results Secondary Offering" Oppenheimer has an 'Outperform' rating on MBLY. Oppenheimer's summary statement regarding MBLY in the report includes the following: "As the race to the autonomous future intensifies MBLY pre-announced better than expected results on inventory normalization and strong customer sell-through. We have been encouraged by recent customer commentary pointing to consistent timelines for higher level ADAS solution introduction. We continue to see MBLY as the" @CorleoneDon77 on X 2025-07-10 01:21:27 UTC 5290 followers, 1002 engagements
"$SHW Sherwin-Williams sees 2025 adjusted EPS $11.20-$11.50 consensus $XXXXX -- Sees 2025 revenue growth up or down in low-single digits from 2024 revenue of $23.1B consensus $23.45B" @CorleoneDon77 on X 2025-07-22 11:08:38 UTC 5343 followers, XXX engagements
"$VKTX Attached is page X of a 26-page Piper Sandler analyst report on VKTX issued yesterday entitled: "Phase X VENTURE-Oral Data Expected Soon And Is The Next Significant Catalyst" Piper Sandler has a 'Overweight' rating on VKTX with a $XX price target. Piper Sandler's 'Conclusion' regarding VKTX in the report includes the following: "Ahead of VKTXs Ph2a VENTURE-Oral readout in 2H 2025 (we est in Aug) we reviewed data from competitive programs to characterize where the bar is for success. Ultimately we think that for oral VK2735 to differentiate from a crowded field low doses (60 mg) will" @CorleoneDon77 on X 2025-07-16 02:16:30 UTC 5300 followers, 1723 engagements
"$GMED Globus Medical sees Q2 revenue $745.3M consensus $738.91M" @CorleoneDon77 on X 2025-07-21 12:19:33 UTC 5335 followers, XXX engagements
"$DIA $SPY $QQQ $SMH $NDAQ From The Wall Street Journal: "White House Prepares Executive Order Targeting Woke AI" -- Order would be one of several expected to outline Trumps vision for winning AI race with China" @CorleoneDon77 on X 2025-07-18 10:13:08 UTC 5292 followers, XXX engagements
"$GXO GXO Logistics launches GXO IQ AI-first platform GXO Logistics announced the launch of GXO IQ an AI-powered intelligent platform built for the logistics industry by logistics experts. GXO IQ will help businesses navigate the complexity of today's global supply chains by deploying industry-leading AI capabilities that orchestrate more productive more dynamic logistics operations.I nformed by over XX years of operational data GXO IQ leverages a suite of proprietary AI algorithms that intelligently orchestrate millions of complex multi-step actions across inventory distribution and movement" @CorleoneDon77 on X 2025-06-26 11:05:18 UTC 5301 followers, XXX engagements
"$DPRO Took the win on DPRO today. Top two in attached are sell orders first one the buy order. Will continue to monitor for future possibilities:" @CorleoneDon77 on X 2025-07-16 19:43:53 UTC 5292 followers, XXX engagements
"$MEDP $WFTC $FARM $CSX $AGYS $NXPI $STLD $AIRE $SRPT Feel free to follow me for pre-market and after-hours movers every day. AFTER-HOURS MOVERS: Currently Higher After Earnings: -- Medpace (MEDP) up XXXX% -- Wintrust Financial (WTFC) up XXX% Currently Also Higher: -- Farmer Bros. (FARM) up XXXX% after it initiated a review of strategic alternatives -- CSX (CSX) up XXX% after creating the Southest Mexico Express with Canadian Pacific Kansas City (CP) Currently Lower After Earnings: -- Agilysys (AGYS) down XXXX% -- NXP Semiconductors (NXPI) down XXX% -- Steel Dynamics (STLD) down XXX% Currently" @CorleoneDon77 on X 2025-07-21 23:04:24 UTC 5343 followers, XXX engagements
"$GOOGL $MSFT $ORCL $CRWV From Reuters: "OpenAI lists Google as cloud partner amid growing demand for computing capacity"" @CorleoneDon77 on X 2025-07-17 11:58:26 UTC 5309 followers, XXX engagements
"$DJT $MSTR $BTC.X $MARA $RIOT $BTBT $BITF $CORZ $GREE $SDIG $WULF Trump's USD1 stablecoin off to slow start CNBC reports The USD1 stablecoin launched by President Donald Trump's World Liberty Financial is off to a "sluggish" start with muted inflows and little organic demand according to Kaiko analysts CNBC's MacKenzie Sigalos reports. The firm says the token has failed to break into mainstream platforms like Binance despite a $2B transaction tied to Abu Dhabi's MGX fund. "Trump is trying to launch this stablecoin in a massive growing market that's a quarter of a billion dollars in size" @CorleoneDon77 on X 2025-06-04 10:10:29 UTC 5305 followers, XXX engagements
"$BIDU Attached is page X of a 10-page Bank of America analyst report on BIDU issued today entitled: "Preview: more ad pressure cloud on track Robotaxi going overseas" Bank of America has a 'Buy' rating on BIDU with a $XXX price target. Bank of America's summary statement regarding BIDU in the report includes the following: "Weaker ad due to acceleration of AI search penetration: We lower Baidu Cores 2Q outlook to a X% total revenue decline YoY (vs. -X% previously) and RMB4b (vs. RMB4.9b previously) adjusted OP. We maintain 2Q cloud revenue outlook as we expect customer demand to remain solid." @CorleoneDon77 on X 2025-07-18 00:58:55 UTC 5303 followers, XXX engagements
"$CRDO Stifel raises price target on Credo Technology to $XXX from $XX - Keeps 'Buy' rating" @CorleoneDon77 on X 2025-07-18 12:27:12 UTC 5308 followers, 1182 engagements
"$AMRC Ameresco reports Q1 EPS (11c) consensus (25c) Reports Q1 revenue $352.8M consensus $306.55M. The company said "The first quarter represented an excellent start to the year with both our Projects and Energy Asset businesses delivering strong double-digit growth. We also increased future revenue visibility through robust contract conversion and asset deployments. During the quarter we added over $XXX million to awarded backlog while converting $XXX million of awards into contracts. At quarter end our contracted backlog stood at $XXX billion almost XX% ahead of the previous year driving" @CorleoneDon77 on X 2025-05-05 20:14:11 UTC 5320 followers, XXX engagements
"$S $PANW SentinelOne moves higher as Calcalist discusses takeover talk" @CorleoneDon77 on X 2025-07-21 18:39:35 UTC 5343 followers, XXX engagements
"$SVA Sinovac Biotech announces it prevailed against Advantech/Prime's NY lawsuit SINOVAC Biotech announced it has prevailed against Advantech/Prime Success' Petition for Emergency Injunctive Relief in the U.S. District Court for the Southern District of New York. The result in the New York court represents another failure in the campaign by Advantech/Prime in coordination with Vivo Capital to wrest control of SINOVAC from its recently installed lawfully-elected Board of Directors in accordance with the Privy Council order and Antiguan Law and to interfere with the payment of the US$55.00 per" @CorleoneDon77 on X 2025-06-22 22:56:31 UTC 5331 followers, XXX engagements
"$TWLO Piper Sandler raised their price target on Twilio to $XXX from $XXX - Keeps 'Overweight' rating" @CorleoneDon77 on X 2025-07-14 11:29:50 UTC 5343 followers, XXX engagements
"$EOSE HOLY CRAP Judging from pre-market it looks as though I might be right about this one. IF SO CAN SOMEONE PLEASE INFORM MY WIFE that it is possible that I can be right sometimes" @CorleoneDon77 on X 2025-07-18 12:30:25 UTC 5336 followers, 2835 engagements
"$MSFT "Disrupting active exploitation of on-premises SharePoint vulnerabilities" -- "As of this writing Microsoft has observed two named Chinese nation-state actors Linen Typhoon and Violet Typhoon exploiting these vulnerabilities targeting internet-facing SharePoint servers."" @CorleoneDon77 on X 2025-07-22 14:10:39 UTC 5343 followers, XXX engagements
"$BV BrightView cuts FY25 revenue view to $2.68B-$2.73B from $2.75B-$2.84B Consensus $2.78B. Narrows FY25 adjusted EBITDA view to $348M-$362M from $345M-$365M. "While we are seeing macro-economic factors impact our revenue performance including timing delays of development projects and reduced discretionary spend we continue to execute on our One BrightView strategy and expect continued operational efficiencies in fiscal 2025 and beyond as reflected in our updated guidance" said Dale Asplund BrightView President and Chief Executive Officer. "We believe this revenue impact is timing-related and" @CorleoneDon77 on X 2025-07-01 20:17:26 UTC 5309 followers, XXX engagements
"$MMM 3M raises FY25 adjusted EPS view to $7.75-$8.00 from $7.60-$7.90 -- Consensus $7.67" @CorleoneDon77 on X 2025-07-18 10:40:20 UTC 5318 followers, XXX engagements
"#uranium #nuclear #nuclearstocks $CCJ $CEG $LEU $ASPI $EU $UROY $UUUU $DNN $NNE $URA $URNM $URNJ $SRUUF $OKLO $NXE $SMR $UEC Attached is page X of a 4-page RBC Capital Markets analyst report on Uranium issued yesterday entitled: "Uranium Watch" RBC Capital Markets' 'View' regarding Uranium in the report includes the following: "Uranium equities were mixed this past week as the sector pauses following the recent run-up and pull-back in uranium spot prices. Uranium spot prices were under downward pressure as the market re-calibrates following the recent SPUT capital raise and uranium purchases" @CorleoneDon77 on X 2025-07-09 18:45:44 UTC 5337 followers, 3435 engagements
"$PBR Petrobras debates selling onshore operations in Brazil's Bahia Bloomberg says Petrobras is considering the sale of its onshore operations in Brazil's Bahia state Mariana Durao of Bloomberg reports citing comments made by CEO Magda Chambriard. Producing oil and gas at Polo Bahia Terra is too expensive given it yields less than a single well on the pre-salt Chambriard told journalists" @CorleoneDon77 on X 2025-07-07 00:39:04 UTC 5344 followers, XXX engagements
"$EME Attached is page X of a 50-page (Initiating Coverage) Baird analyst report on EME issued yesterday entitled: "CORE Construction/Service Platform Well-Positioned; Initiate Outperform" Baird has an 'Outperform' rating on EME with a $XXX price target. Baird's summary statement regarding EME in the report includes the following: "Initiating Outperform; $XXX target. Net we like EME's portfolio of mechanical/electrical skilled labor services servicing a variety of end markets which are collectively experiencing significant investment. The company's history of execution talent" @CorleoneDon77 on X 2025-06-27 12:55:56 UTC 5309 followers, XXX engagements
"$ACHV $OMC Achieve Life Sciences Omnicom partner on nicotine dependence treatment Achieve Life Sciences (ACHV) announced it has named Omnicom (OMC) as its strategic innovation partner and agency of record to lead initiatives in support of Achieve's planning for U.S. commercial launch" @CorleoneDon77 on X 2025-06-26 20:13:30 UTC 5320 followers, XXX engagements
"$AMAT Attached is page X of a 22-page Needham analyst report on AMAT issued today entitled: "$120B WFE in '25 and '26; AMAT PT to $XXX LRCX PT to $XXX & KLAC PT to $1000" Needham has a 'Buy' rating on AMAT with a $XXX price target. Needham's summary statement regarding AMAT in the report includes the following: "We are revising up our WFE estimates to $120B and $120B in '25 and '26 and adjusting our MSI estimates lower for 2025 and 2026 despite still seeing X% MSI growth next year. Excluding part of China WFE that is closed for U.S. semicap companies we see adjusted WFE to be $110B and $108B" @CorleoneDon77 on X 2025-07-21 21:10:08 UTC 5344 followers, XXX engagements
"$HUM Humana announces launch of Medicaid plan in Virginia Humana is one of five plan administrators Cardinal Care selected as part of a statewide Medicaid managed care procurement issued last year the company announced. All individuals currently covered by Virginia Cardinal Care are eligible to enroll in the newly launched Humana Healthy Horizons plan the company added. "At Humana we put our members' health first and we are committed to improving the holistic well-being of the communities we serve. We have the privilege of serving Medicare Advantage and TRICARE members throughout Virginia and" @CorleoneDon77 on X 2025-07-02 18:35:44 UTC 5323 followers, XXX engagements
"$MNST Attached is page X of a 16-page Redburn analyst report on MNST issued today entitled: "Aluminium Uncertainty Downgrade to Neutral" Redburn has an 'Neutral' rating on MNST with a $XX price target. Redburn's summary statement regarding MNST in the report includes the following: "The US tariff on imported aluminium increased from XX% to XX% in June 2025. This has yet to be reflected in consensus estimates which look too high in 2026 as the delayed impact of aluminium inflation plus negative geographic mix hit the gross margin. With shares up XX% year to date a full valuation relative to" @CorleoneDon77 on X 2025-07-10 01:27:01 UTC 5335 followers, XXX engagements
"$CMA Comerica reports Q2 EPS $XXXX consensus $XXXX -- Net interest income was stable at $575M" @CorleoneDon77 on X 2025-07-18 10:35:59 UTC 5307 followers, XXX engagements
"$META Attached is a Cantor analyst note regarding META issued today entitled: "Still The Best Play In Mega-caps" Cantor has a 'Overweight' rating on META with a $XXX price target" @CorleoneDon77 on X 2025-07-17 01:33:26 UTC 5303 followers, 1354 engagements
"$GMED Globus Medical CEO Daniel Scavilla resigns Keith Pfeil to succeed" @CorleoneDon77 on X 2025-07-21 12:19:01 UTC 5338 followers, XXX engagements
"$BMNR $SONN $LION $KVUE $ANSS $SNPS $NBIS $MSTR $TAK $AZN $AFRM $RIVN Feel free to follow me for pre-market and after-hours movers every day. PRE-MARKET MOVERS: Currently Higher: -- Bitmine Immersion Technologies (BMNR) up XXXX% after announcing ETH holdings exceed $500M -- Sonnet BioTherapeutics (SONN) up XXXXX% after announcing that it has entered into a definitive agreement for a business combination with Rorschach I LLC -- Lionsgate (LION) up XXX% after Bloomberg reported Legendary Entertainment which is backed by Apollo Global (APO) is considering a takeover of the company -- Kenvue" @CorleoneDon77 on X 2025-07-14 13:12:50 UTC 5308 followers, XXX engagements
"$PRCT Attached is page X of a 7-page Wells Fargo analyst report on PRCT issued yesterday entitled: "Key Takeaways from Prostate Cancer KOL Expert Call" Wells Fargo has a 'Overweight' rating on PRCT with a $XX price target. Wells Fargo's 'Call' regarding PRCT in the report includes the following: "On 7/11 we hosted Dr. Philip Charlesworth (Urologist at The Royal Marsden Hospital London) to discuss PRCT's prostate cancer (PCa) oppt'y. He is one of the few urologists who have done aquablation in PCa and is enrolling in the Water IV study. The expert believes that men will shift to aquablation" @CorleoneDon77 on X 2025-07-15 03:19:32 UTC 5295 followers, XXX engagements
"$DKNG Attached is page X of a 10-page Bank of America analyst report on DKNG issued today entitled: "2Q Preview + Updating our 2026 estimates" Bank of America has a 'Buy' rating on DKNG with a $XX price target. Bank of America's summary statement regarding DKNG in the report includes the following: "Q2 Preview: Big beat known focus shifting to 2026: DraftKings (ticker: DKNG) should report Q2 earnings on July 31st. As we have previewed (see report) we expect a material Q2 beat driven by better-than-expected net win margins given favorable hold (sports results) in May and June and reiteration" @CorleoneDon77 on X 2025-07-21 12:40:53 UTC 5343 followers, XXX engagements
"$DIA $SPY $QQQ $IWM $TLT Week of 7/12 initial jobless claims 4-week moving average 229500 Week of 7/12 initial jobless claims level 221000 consensus 233000 June retail sales up XXX% vs. last month consensus XXX% June retail sales ex-vehicles up XXX% vs. last month consensus XXX% June retail sales ex-vehicles and gas up XXX% vs. last month consensus XXX% June import prices up XXX% vs. last month consensus XXX% June export prices up XXX% vs. last year June import prices down XXX% vs. last year consensus XXX% June export prices up XXX% vs. last month consensus down 0.1%" @CorleoneDon77 on X 2025-07-17 12:42:00 UTC 5307 followers, XXX engagements
"$UAL Attached is page X of a 16-page Raymond James analyst report on UAL issued Thursday (7/17) entitled: "Echoing Domestic Demand Inflection; Reiterate Market Perform" Raymond James has a 'Market Perform' rating on UAL without a price target. Raymond James' 'Recommendation' regarding UAL in the report includes the following: "United echoed Deltas optimism from last week. It is encouraging to see another week of the positive trend which appears logical in light of improvement in macroeconomic uncertainty. However we will be watching next Thursdays reports keenly before gaining further" @CorleoneDon77 on X 2025-07-21 02:18:36 UTC 5317 followers, XXX engagements
"$BLK BlackRock reports Q2 adjusted EPS $XXXXX consensus $XXXXX Reports Q2 revenue $5.42B consensus $5.41B" @CorleoneDon77 on X 2025-07-15 10:30:37 UTC 5320 followers, XXX engagements
"$AAPL $MTCH $SPOT $RBLX $DUOL $BMBL $APP $TTWO $MYPS $EA $SNAP Apple to open App Store to competitors in EU In a post to its developer news site Apple (AAPL) announced that the European Commission has required the company to make a series of additional changes under the Digital Markets Act. Apple stated: "Today we're introducing updated terms that let developers with apps in the European Union storefronts of the App Store communicate and promote offers for purchase of digital goods or services available at a destination of their choice. The destination can be a website alternative app" @CorleoneDon77 on X 2025-06-26 19:36:45 UTC 5307 followers, XXX engagements
"$INMD InMode cuts FY25 revenue guidance from $395M-$405M to $365M-$375M" @CorleoneDon77 on X 2025-07-10 11:19:16 UTC 5295 followers, XXX engagements
"$KO Coca-Cola revises FY25 adjusted EPS growth to X% vs. $XXXX in 2024 -- Prior view was 2%-3%" @CorleoneDon77 on X 2025-07-22 11:02:03 UTC 5344 followers, XXX engagements
"$RTX RTX reports Q2 adjusted EPS $XXXX consensus $XXXX -- Q2 revenue $21.58B consensus $20.67B" @CorleoneDon77 on X 2025-07-22 11:07:06 UTC 5344 followers, XXX engagements
"$CAN $CIFR Canaan to produce A15Pro Miners for Cipher Mining" @CorleoneDon77 on X 2025-07-17 20:40:47 UTC 5310 followers, 1270 engagements
"$VZ Verizon reports Q2 adjusted EPS $XXXX consensus $XXXX -- Q2 revenue $34.5B consensus $33.55B" @CorleoneDon77 on X 2025-07-21 11:06:29 UTC 5325 followers, XXX engagements
"$IVBXF Innovent Biologics announces first participant dosed in Phase X GLORY-OSA Innovent Biologics announced that the first participant has been successfully dosed in a Phase X clinical trial GLORY-OSA of mazdutide a dual glucagon and glucagon-like peptide-1 receptor agonist in Chinese participants with moderate-to-severe obstructive sleep apnea and obesity. This is the seventh Phase X clinical study of mazdutide in China continuing to explore its potential in managing obesity and a range of metabolic syndromes with the aim of generating more comprehensive and high-quality evidence to" @CorleoneDon77 on X 2025-06-16 00:43:45 UTC 5343 followers, XXX engagements
"$IBKR Interactive Brokers options imply XXX% move in share price post-earnings" @CorleoneDon77 on X 2025-07-17 17:24:20 UTC 5308 followers, XXX engagements
"$CRSP Crispr Therapeutics Sirius Therapeutics to commercialize siRNA therapies Crispr Therapeutics and Sirius Therapeutics announced a strategic partnership to develop and commercialize siRNA therapies. Under the terms of the agreement Crispr Therapeutics will make an upfront payment of $25M in cash and $70M in equity to Sirius Therapeutics. The companies will jointly develop SRSD107 under a 50-50 cost and profit-sharing structure. Crispr Therapeutics will lead commercialization in the U.S. while Sirius will be responsible for commercialization in Greater China. Additionally Crispr" @CorleoneDon77 on X 2025-05-19 20:33:36 UTC 5323 followers, XXX engagements
"$MBLY Attached is page X of a 9-page Wells Fargo analyst report on MBLY issued yesterday entitled: "45M Intel Share Sale Positive Preannouncement + Pipeline Update & TSMC Agreement - Increase Ests; Increase PT to $24" Wells Fargo has an 'Overweight' rating on MBLY with a $XX price target. Wells Fargo's 'Call' regarding MBLY in the report includes the following: "Today (post close) MBLY announced that Intel was selling 45M Class A shares; also intends to grant underwriters w/ 30-day purchase option of up to 6.75M shrs. MBLY positively preannounced 2Q25 and provided a constructive pipeline" @CorleoneDon77 on X 2025-07-09 11:47:44 UTC 5290 followers, XXX engagements
"$PARA $PARAA Paramount to pay $16M to settle lawsuit by President Trump WSJ says Paramount Global has agreed in principle to pay $16M to settle a lawsuit with President Donald Trump over a "60 Minutes" interview with former Vice President Kamala Harris Jessica Toonkel of The Wall Street Journal reports. The settlement will not include an apology but it does comprise of payments made to the president's future presidential library and legal fees. The company also agreed that "60 Minutes" will release transcripts of interviews with presidential candidates in the future after they have aired" @CorleoneDon77 on X 2025-07-02 10:25:50 UTC 5315 followers, XXX engagements
"$ACHV Achieve Life Sciences 15M share Spot Secondary priced at $XXXX Citizens JMP and Raymond James acted as joint book running managers for the offering" @CorleoneDon77 on X 2025-06-27 10:19:26 UTC 5303 followers, XXX engagements
"$SCHW Charles Schwab reports Q2 adjusted EPS $XXXX consensus $XXXX -- Q2 revenue $5.85B consensus $5.64B" @CorleoneDon77 on X 2025-07-18 11:36:01 UTC 5311 followers, XXX engagements
"$WAB Wabtec to acquire Frauscher for enterprise value of EUR 675M in cash Wabtec has entered into a definitive agreement to acquire Frauscher Sensor Technology a global market leader in train detection wayside object control solutions and axle counting systems. The acquisition positions Wabtec for accelerated profitable growth and further strengthens the Company's Digital Intelligence business by adding highly attractive and complementary railway signaling technologies. Wabtec is acquiring Frauscher for an enterprise value of EUR 675M in cash. The acquisition is anticipated to provide" @CorleoneDon77 on X 2025-07-07 10:10:42 UTC 5293 followers, XXX engagements
"$HOOD Disclosure: I currently have no position in HOOD. Attached is page X of a 8-page Bank of America analyst report on HOOD issued today entitled: "5 Takeaways from CEO meeting: Active trader digital bank AI Kalshi & Europe" Bank of America has a 'Buy' rating on HOOD with a $XX price target. Bank of America's summary statement regarding HOOD in the report includes the following: "On Friday we hosted a group meeting with Robinhoods co-founder & CEO Vlad Tenev at their Menlo Park headquarters. Most of the discussion focused on HOODs impressive product velocity. There are many initiatives that" @CorleoneDon77 on X 2025-05-13 11:45:10 UTC 5297 followers, XXX engagements
"$ALGN Align Technology announces Invisalign System availability in Singapore" @CorleoneDon77 on X 2025-07-22 10:40:07 UTC 5343 followers, XXX engagements
"$KO Coca-Cola reports Q2 adjusted EPS 87c consensus 84c -- Q2 revenue $12.5B consensus $12.55B" @CorleoneDon77 on X 2025-07-22 11:01:30 UTC 5341 followers, XXX engagements
"$HAL Halliburton reports Q2 EPS 55c consensus 56c -- Q2 revenue $5.5B consensus $5.43B" @CorleoneDon77 on X 2025-07-22 10:52:27 UTC 5339 followers, XXX engagements
"$GPN Global Payments to acquire Worldpay and divest Issuer Solutions Global Payments announced definitive agreements to divest its Issuer Solutions business to FIS for $13.5B and acquire Worldpay from GTCR and FIS for a net purchase price of $22.7B or total value of $24.25B including $1.55B of anticipated tax assets. This reflects a 12.3x adjusted EBITDA multiple for Issuer Solutions and an 8.5x adjusted EBITDA multiple for Worldpay on a net basis inclusive of run-rate synergies. On a combined basis the company will have global reach and scale serving more than X million customers and" @CorleoneDon77 on X 2025-04-17 10:57:41 UTC 5286 followers, XXX engagements
"$PSN In addition to the Raymond James report below note that today Parsons also announced they have been appointed as the Project Management Consultant on the Dubai Metro Blue Line project. The contract is new for Parsons and is expected to have a five year duration" @CorleoneDon77 on X 2025-07-08 11:43:16 UTC 5303 followers, XXX engagements
"$AMRC Ameresco enters $78M facility to finance battery storage energy asset Ameresco announced that one of its subsidiaries executed a note purchase agreement and private shelf agreement to finance its ongoing and future energy infrastructure projects. This strategic financial arrangement underscores Ameresco's commitment to advancing energy solutions and enhancing energy resilience. The first note purchase provides for the issuance of Series A notes of $XX million to finance a battery energy storage asset currently under construction. The Series A notes have a maturity date of 2045 and carry" @CorleoneDon77 on X 2025-05-19 20:09:10 UTC 5320 followers, XXX engagements
"$ELV Elevance Health reports Q2 adjusted EPS $XXXX consensus $XXXX -- Q2 revenue $49.4B consensus $48.26B" @CorleoneDon77 on X 2025-07-17 10:25:58 UTC 5311 followers, XXX engagements
"$CMCSA Comcast builds new fiber internet network in Westlake Florida A new fiber Internet network is being built across Westlake Florida. Once finished more than 1200 homes and businesses will have access to Internet mobile streaming and other services with Xfinity and Comcast Business. The construction is being completed in phases and will continue through 2026" @CorleoneDon77 on X 2025-07-07 00:22:04 UTC 5287 followers, XXX engagements
"$COF Attached is page X of a 15-page Bank of America analyst report on COF issued today entitled: "Consumer Finance Tidbits: Issue 25-17" Bank of America has a 'Buy' rating on COF with a $XXX price target. Bank of America's summary statement regarding COF in the report includes the following: "Something to ponder: Fintech fees a positive for card vols: If banks are successful in being able to charge for access to customer bank account data it would be a positive for card volumes and the networks in our view. JP Morgan has proposed charging a data aggregator (like Plaid) a fee to access" @CorleoneDon77 on X 2025-07-21 21:21:20 UTC 5344 followers, XXX engagements
"$PEP Attached is page X of a 9-page Bank of America analyst report on PEP issued today entitled: "2Q25 Earnings Preview" Bank of America has a 'Neutral' rating on PEP with a $XXX price target. Bank of America's summary statement regarding PEP in the report includes the following: "Frito weakness continues attention turns to de-leverage: PepsiCo (PEP) is scheduled to report 2Q25 (ending June 14th 2025) results on 7/17. We lower our 2Q25 EPS estimate from $XXXX to $XXXX below Visible Alpha Consensus $XXXX. Our below consensus EPS forecast reflects sequential slowing in sales for PFNA and PBNA" @CorleoneDon77 on X 2025-07-11 11:32:19 UTC 5307 followers, XXX engagements
"$TLN Attached is page X of a 17-page UBS analyst report on TLN issued Thursday (7/17) entitled: "Accretive PJM Acquisition" UBS has a 'Buy' rating on TLN with a $XXX price target. UBS' 'Take' regarding TLN in the report includes the following: "TLN's announced acquisition of X PJM combined cycle plants at 6.7x '26 EBITDA for $XXX bln looks X% to XX% value additive to the stock based upon current PJM capacity prices of $270/MW day or at the $175/MW day current auction floor. In addition TLN preserves the share repurchase plan of $XXX mln per year. We raise our sum of the parts price target to" @CorleoneDon77 on X 2025-07-20 02:55:58 UTC 5314 followers, XXX engagements
"$ENVX Enovix appoints Srikanth Kethu as head Enovix India" @CorleoneDon77 on X 2025-07-14 12:55:47 UTC 5293 followers, XXX engagements
"$HIMS Morgan Stanley says Hims & Hers app downloads negative y/y in June" @CorleoneDon77 on X 2025-07-14 13:15:46 UTC 5311 followers, XXX engagements
"$DHR Attached is page X of a 5-page Bank of America analyst report on DHR issued today entitled: "First Look: Solid 2Q FY25 org sales reit. Adj EPS raised CFO transition announced" Bank of America has a 'Buy' rating on DHR with a $XXX price target. Bank of America's summary statement regarding DHR in the report includes the following: "2Q25: Sales +2% ahead of St Adj EPS +16c ahead of St: This morning DHR reported 2Q25 total revenues of $5936mn vs BofAe/Street $5903/$5837mn. Organic sales for 2Q were +1.5% in-line with our estimate (and +LSD guide). Bioprocessing grew +HSD (in-line with our" @CorleoneDon77 on X 2025-07-22 12:55:01 UTC 5343 followers, XXX engagements
"$CSCO CICC initiates coverage of Cisco with an Outperform rating and a $XX price target" @CorleoneDon77 on X 2025-07-14 01:04:28 UTC 5321 followers, XXX engagements
"$AAPL $AVGO $BE $GOOGL $HIMS $MBLY $MNST $MO $MSFT Hey Folks In addition to the information relating to company analyst reports/notes that I posted today I will also be posting information regarding analyst reports/notes this evening for the following companies: 1) AAPL 2) AVGO 3) BE 4) GOOGL 5) HIMS 6) MBLY 7) MNST 8) MO 9) MSFT Feel free to check back this evening if any of these companies are of interest to you. I hope this information is useful to many members. Truly DC77" @CorleoneDon77 on X 2025-07-09 19:46:25 UTC 5322 followers, 2515 engagements
"$RTX RTX cuts FY25 adjusted EPS view to $5.80-$5.95 from $6.00-$6.15 -- Consensus $5.97" @CorleoneDon77 on X 2025-07-22 11:07:41 UTC 5343 followers, XXX engagements
"$AAPL $ALT $BE $CRM $GOOGL $ISRG $JNJ $LLY $MP $PENN $SBUX $SMCI $SPOT $TLN $ULTA Hey Everyone In addition to the information relating to company analyst reports/notes that I posted today I will also be posting information regarding analyst reports/notes this weekend for the following companies: 1) AAPL 2) ALT 3) BE 4) CRM 5) GOOGL 6) ISRG 7) JNJ 8) LLY 9) MP 10) PENN 11) SBUX 12) SMCI 13) SPOT 14) TLN 15) ULTA Feel free to check back this weekend if any of these companies are of interest to you. I hope this information is useful to many members. Cheers DC77" @CorleoneDon77 on X 2025-07-11 19:29:00 UTC 5308 followers, 2247 engagements
"$REGN $SNY Regeneron Sanofi presents results from DISCOVER Phase X trial of Dupixent Regeneron Pharmaceuticals (REGN) and Sanofi (SNY) presented results from the DISCOVER Phase X single-arm open-label trial assessing Dupixent in adults and adolescents with moderate-to-severe atopic dermatitis with skin of color. These are the first clinical trial results for Dupixent in a large population of patients with darker skin tones. The results along with the Dupixent Phase X trials demonstrated patients taking Dupixent experienced improvements in signs and symptoms of atopic dermatitis from baseline" @CorleoneDon77 on X 2025-06-08 18:52:40 UTC 5321 followers, XXX engagements
"$MRX Marex Group completes acquisition of Hamilton Court Group Marex Group completed the acquisition of foreign exchange specialist Hamilton Court Group. The acquisition expands the Group's FX offering bringing new capabilities onto the platform consistent with its strategy to diversify earnings. The acquisition will bring around XXX employees across London Milan Madrid and Toronto to Marex" @CorleoneDon77 on X 2025-07-01 11:07:07 UTC 5321 followers, XXX engagements
"$META The Information reports that ByteDance in a challenge to Meta is also working on MR goggles" @CorleoneDon77 on X 2025-07-14 16:21:03 UTC 5313 followers, XXX engagements
"$GM General Motors backs FY25 adjusted EPS view $8.25-$10.00 consensus $XXXX -- Backs FY25 adjusted EBITDA view $10B-$12.5B" @CorleoneDon77 on X 2025-07-22 10:55:03 UTC 5340 followers, XXX engagements
"$FSLR Attached is a Barclays analyst note regarding FSLR issued today entitled: "Eyes on 2028+: The OBBB sets the stage" Barclays has a 'Overweight' rating on FSLR with a $XXX price target" @CorleoneDon77 on X 2025-07-17 01:41:44 UTC 5343 followers, XXX engagements
"$QD Qudian contemplating winding down last-mile delivery business The company said "In December 2022 the Company launched its last-mile delivery services under the brand name of "Fast Horse" to capitalize on the logistics demand for cross-border e-commerce transactions. The business was initially launched on a trial basis and has gradually achieved meaningful scale in Australia during the second quarter of 2023. As of the date of this release the Company's last-mile delivery service is encountering intense competition and uncertainty. After assessing current market conditions the Company is" @CorleoneDon77 on X 2025-05-30 11:19:29 UTC 5311 followers, XXX engagements
"$GE $ABT $PEP $ELV $USB $TRV $FITB Some notable companies reporting before tomorrow's open with earnings consensus estimates: -- Ge Aerospace (GE) consensus $XXXX -- Abbott (ABT) consensus $XXXX -- PepsiCo (PEP) consensus $XXXX -- Elevance Health (ELV) consensus $XXXX -- U.S. Bancorp (USB) consensus $XXXX -- Travelers (TRV) consensus $XXXX -- Fifth Third Bancorp (FITB) consensus 87c" @CorleoneDon77 on X 2025-07-17 01:59:19 UTC 5323 followers, XXX engagements
"$AMD $AMZN $AVGO $BABA $DASH $DKNG $GOOGL $IOVA $JD $JPM $LITE $MA $NFLX $OPRA $PATH $PENN $PLTR $SEDG $SHOP $SNPS $UBER $VKTX Hey Everyone In addition to the information relating to company analyst reports/notes that I posted today I will also be posting information regarding analyst reports/notes this evening for the following companies: 1) AMD 2) AMZN 3) AVGO 4) BABA 5) DASH 6) DKNG 7) GOOGL 8) IOVA 9) JD 10) JPM 11) LITE 12) MA 13) NFLX 14) OPRA 15) PATH 16) PENN 17) PLTR 18) SEDG 19) SHOP 20) SNPS 21) UBER 22) VKTX Feel free to check back this evening if any of these companies are of" @CorleoneDon77 on X 2025-07-15 19:52:00 UTC 5304 followers, 4191 engagements
"$DAL From Bloomberg: "US Threatens to Upend Delta-Aeromexico Deal in Mexico Orders"" @CorleoneDon77 on X 2025-07-21 03:05:50 UTC 5336 followers, XXX engagements
"$PLTR $ACN Palantir Accenture Federal Services announce strategic partnership Palantir (PLTR) and Accenture (ACN) Federal Services announced a landmark strategic partnership naming Accenture Federal as a Palantir preferred implementation partner for U.S. federal government customers. Together the companies will deploy commercial-grade AI-powered solutions to address federal agencies' highest priority operational challenges from optimizing and orchestrating mission-critical workflows to enhancing decision-making and increasing operational resilience. As part of the collaboration Accenture" @CorleoneDon77 on X 2025-06-30 11:03:10 UTC 5293 followers, XXX engagements
"$PTCT PTC Therapeutics announces Sephience granted marketing authorization by EC PTC Therapeutics announced that Sephience was granted marketing authorization by the European Commission EC for the treatment of children and adults living with phenylketonuria PKU. The authorization includes a broad label inclusive of all ages and disease severities. "The European approval of Sephience is a great step in our efforts to bring this safe and highly effective therapy to children and adults affected by PKU worldwide" said Matthew Klein M.D. Chief Executive Officer of PTC Therapeutics. "The broad" @CorleoneDon77 on X 2025-06-23 11:06:38 UTC 5286 followers, XXX engagements
"$PRTA $NVO $BMY Prothena announces corporate restructuring cuts XX% of workforce Prothena (PRTA) "announced that the company has initiated an approximate XX% reduction in its workforce to substantially reduce its operating costs to those necessary to support its remaining wholly owned programs its obligations to partnered programs and its anticipated business development activities. The board management and Company's financial advisors are collectively evaluating a comprehensive range of business options to best serve the interest of its shareholders that consider the implications of multiple" @CorleoneDon77 on X 2025-06-18 20:11:56 UTC 5297 followers, XXX engagements
"$NFLX Attached is page X of a 6-page Piper Sandler analyst report on NFLX issued Thursday (7/17) entitled: "2Q25 Wrap: No Strange Things Here" Piper Sandler has a 'Overweight' rating on NFLX with a $1500 price target. Piper Sandler's 'Conclusion' regarding NFLX in the report includes the following: "NFLX reported a strong 2Q25 print with revenues & op income +40bps / +3% above PSC. The 3Q guide was solid as well benefited by FX but also tailwinds from advertising higher prices and a strong 2H25 slate. Member growth was better than expected and received a late 2Q boost. We continue to see NFLX" @CorleoneDon77 on X 2025-07-21 02:40:13 UTC 5309 followers, XXX engagements
"$ALLY Wells Fargo remains underweight on Ally Financial following CEO presentation Wells Fargo analyst Donald Fandetti maintained an Underweight rating and $XX price target on Ally Financial following a presentation with CEO Michael Rhodes. The firm noted that it was a "positive" update on Q2 NIM but with no new specifics on Q2 auto credit. Wells added that it sees "better value and positive stock catalysts for other consumer finance stocks" noting that "Ally's share buybacks remain on hold and higher rates are thematically a relative headwind."" @CorleoneDon77 on X 2025-05-30 21:54:58 UTC 5337 followers, XXX engagements
"$BA From Reuters: "US judge sets August hearing on bid to end Boeing criminal prosecution"" @CorleoneDon77 on X 2025-07-21 03:14:08 UTC 5318 followers, XXX engagements
"$UBER Attached is page X of a 6-page Bank of America analyst report on UBER issued Thursday (7/17) entitled: "Seeding the AV ecosystem; Uber to partner with Lucid and Nuro" Bank of America has a 'Buy' rating on UBER with a $XXX price target. Bank of America's summary statement regarding UBER in the report includes the following: "More AV supply coming with Lucid & Nuro: Uber Lucid and Nuro announced a partnership to deploy 20000+ AVs exclusively on the Uber platform over the next six years. The partnership is targeting a launch later next year in a major US city before expanding to dozens of" @CorleoneDon77 on X 2025-07-19 15:39:53 UTC 5304 followers, XXX engagements
"$EFX Equifax sees Q3 adjusted EPS $1.87-$1.97 consensus $XXXX -- Sees Q3 revenue $1.51B-$1.54B consensus $1.52B" @CorleoneDon77 on X 2025-07-22 10:50:35 UTC 5344 followers, XXX engagements
"$RDDT Attached is page X of a 14-page Citizens analyst report on RDDT issued yesterday entitled: "We Analyze Signs that User Growth Is More Stable While Advertising Still Has Multiple Tailwinds" Citizens has a 'Market Outperform' rating on RDDT with a $XXX price target. Citizens' 'Investment Highlights' regarding RDDT in the report includes the following: "We believe user growth is now more stable behind consistent visibility gains in Google and AI-powered search including AI Overviews as we believe Reddit's advertising momentum can help to drive upside in estimates and for shares to rerate." @CorleoneDon77 on X 2025-07-22 01:44:24 UTC 5343 followers, XXX engagements
"$ASML Attached is page X of a 11-page Wells Fargo analyst report on ASML issued yesterday entitled: "Tariff Uncertainty Remains Overhang on Forward Visibility" Wells Fargo has a 'Overweight' rating on ASML with a $XXX price target. Wells Fargo's 'Call' regarding ASML in the report includes the following: "While another disappointing reset we believe further de-risked ests could provide an interesting 2026 setup. That said increasing macro / tariff uncertainty will leave bookings activity / forward visibility as a key driver of shares. Estimate Changes: Following our estimate reductions ahead" @CorleoneDon77 on X 2025-07-17 19:19:20 UTC 5326 followers, XXX engagements
"$AXP $SCHW $MMM $HBAN $ALLY Some notable companies reporting before tomorrow's open with earnings consensus estimates: -- American Express (AXP) consensus $XXXX -- Charles Schwab (SCHW) consensus $XXXX -- 3M (MMM) consensus $XXXX -- Huntington Bancshares (HBAN) consensus 34c -- Ally Financial (ALLY) consensus 80c" @CorleoneDon77 on X 2025-07-17 19:40:43 UTC 5333 followers, XXX engagements
"$GE Attached is a USB analyst note regarding GE issued yesterday entitled: "Plenty to get - or stay - excited about" UBS has a 'Buy' rating on GE with a $XXX price target" @CorleoneDon77 on X 2025-07-20 02:59:34 UTC 5314 followers, XXX engagements
"$KO Attached is page X of a 14-page RBC Capital Markets analyst report on KO issued today entitled: "2Q'25 Preview - Staying the Course" RBC Capital Markets has a 'Outperform' rating on KO with a $XX price target. RBC Capital Markets' 'View' regarding KO in the report includes the following: "Overall we expect a solid quarter with strong organic growth both domestically and internationally (led by Lat AM & EMEA) and would expect KO to deliver vs the consensus bar. Organic fundamentals remain solid globally despite the difficult macro environment and we believe KO is well positioned to manage" @CorleoneDon77 on X 2025-07-22 01:39:08 UTC 5343 followers, XXX engagements
"$TORO Toro Corp. reports Q1 EPS 1.8c vs $XXXX last year -- Q1 revenue $5.5M vs $6.4M last year" @CorleoneDon77 on X 2025-07-17 13:12:39 UTC 5286 followers, XXX engagements
"$AMZN $WMT From The Wall Street Journal: "After Pledging to Keep Prices Low Amazon Hiked Them on Hundreds of Essentials" -- While Walmart cut prices on low-cost goods Amazon raised them" @CorleoneDon77 on X 2025-07-21 03:18:45 UTC 5320 followers, XXX engagements
"$TTD $ANSS Trade Desk to replace Ansys in S&P XXX at open on 7/18" @CorleoneDon77 on X 2025-07-18 10:08:44 UTC 5323 followers, XXX engagements
"$ELV Elevance Health cuts FY25 adjusted EPS view to $XXXXX from $34.15-$34.85 -- FY25 consensus $34.48" @CorleoneDon77 on X 2025-07-17 10:26:35 UTC 5323 followers, XXX engagements
"$NWS News Corp announces new $1B stock repurchase program" @CorleoneDon77 on X 2025-07-15 12:26:55 UTC 5304 followers, XXX engagements
"$CLF $VZ $DPZ $HBT $DYNX $XYZ $ROP $EVO $SRPT $STLA Feel free to follow me for pre-market and after hours movers every day. PRE-MARKET MOVERS: Currently Higher After Earnings: -- Cleveland-Cliffs (CLF) up XXX% -- Verizon (VZ) up XXX% -- Domino's Pizza (DPZ) up XXX% -- HBT Financial (HBT) up XXX% Currently Also Higher: -- Dynamix (DYNX) up XXXX% after The Ether Machine announced its public launch through a definitive business combination agreement between The Ether Reserve and the company -- Block (XYZ) up XXX% after S&P XXX addition Currently Lower After Earnings: -- Roper Technologies (ROP)" @CorleoneDon77 on X 2025-07-21 13:10:21 UTC 5336 followers, XXX engagements
"$CLF Cleveland-Cliffs reports Q2 adjusted EPS (50c) consensus (63c) -- Q2 revenue $4.9B consensus $4.9B" @CorleoneDon77 on X 2025-07-21 10:25:19 UTC 5323 followers, XXX engagements
"$DELL Attached is page X of a 30-page Bank of America analyst report on DELL issued Friday (7/18 - Corrected) entitled: "The Long Term View: Can Dells EPS double in the next X years" Bank of America has a 'Buy' rating on DELL with a $XXX price target. Bank of America's summary statement regarding DELL in the report includes the following: "DELL can gain share of overall IT budgets as AI grows: We expect IT Hardware companies like DELL to benefit from the growth of enterprise /sovereign AI over the next decade. The headwinds of the past decade from public cloud migrations (Capex to OpEx" @CorleoneDon77 on X 2025-07-22 00:44:33 UTC 5343 followers, XXX engagements
"$NVDA $AMD $AVGO Attached is a Mizuho analyst note regarding NVDA AMD and AVGO issued today entitled: Mizuho has a price target of $XXX for NVDA $XXX for AMD and $XXX for AVGO" @CorleoneDon77 on X 2025-07-16 12:35:37 UTC 5308 followers, XXX engagements
"$CSCO Cisco sees Q4 adjusted EPS 96c-98c consensus 95c Sees Q4 revenue $14.5B-$14.7B consensus $14.52B" @CorleoneDon77 on X 2025-05-14 20:07:09 UTC 5323 followers, XXX engagements
"$WU Just FYI and it has NO IMPACT on the stock I bought a little WU this morning. Will likely be explaining why in the first episode of my podcast with the legend @HitTheBidRadio.looks like we will be recording it this weekend" @CorleoneDon77 on X 2025-07-22 14:05:06 UTC 5343 followers, XXX engagements
"$MRK Attached is page X of a 10-page Bank of America analyst report on MRK issued yesterday entitled: "MRKs Verona deal helps highlights from conf call" Bank of America has an 'Buy' rating on MRK with a $XX price target. Bank of America's summary statement regarding MRK in the report includes the following: "Synergies multiple paths to upside makes sense: This morning before market open MRK announced a definite agreement to acquire UK respiratory company Verona Pharma (VRNA) for a total transaction value of approximately $10B. The sole product is Ohtuvayre (ensifentrine) a selective PDE3/PDE4" @CorleoneDon77 on X 2025-07-10 21:40:51 UTC 5314 followers, XXX engagements
"$MSCI MSCI still sees 2025 CapEx $115M-$125M" @CorleoneDon77 on X 2025-07-22 10:57:39 UTC 5343 followers, XXX engagements
"$NOC Northrop Grumman reports Q2 EPS $XXXX with benefit consensus $XXXX -- Q2 revenue $10.4B consensus $10.15B" @CorleoneDon77 on X 2025-07-22 10:56:41 UTC 5343 followers, XXX engagements
"$BMY Bristol Myers says Phase X INDEPENDENCE trial for Reblozyl did not meet endpoint" @CorleoneDon77 on X 2025-07-18 11:03:45 UTC 5323 followers, XXX engagements
"$HON Honeywell technologies selected by Bell Textron Honeywell (HON) announced that Bell Textron a Textron (TXT) company has selected Honeywell's 36-150 auxiliary power unit (APU) and Honeywell Attune for the U.S. Army's Future Long-Range Assault Aircraft" @CorleoneDon77 on X 2025-06-16 10:05:36 UTC 5328 followers, XXX engagements
"$PENN Attached is page X of a 11-page Stifel analyst report on PENN issued Thursday (7/10) entitled: "2Q25 Preview: Raising B&M Est; iCasino Share Outpacing OSB Portending Potential Interactive Strategy Shift" Stifel has a 'Hold' rating on PENN with a $XX price target. Stifel's 'Summary' regarding PENN in the report includes the following: "PENN is scheduled to report 2Q25 results before market open on 8/7 with a conference call at 9AM ET. Ahead of reported results we lift our Q2 estimates slightly to reflect: 1) healthy state reported B&M GGR growth during May 2) hold upside from favorable" @CorleoneDon77 on X 2025-07-12 11:48:27 UTC 5304 followers, XXX engagements
"$AA Alcoa reports Q2 adjusted EPS 39c consensus 51c -- Q2 revenue $3.02B consensus $2.96B" @CorleoneDon77 on X 2025-07-16 20:12:46 UTC 5309 followers, XXX engagements
"$AMZN $AXP $BTDR $CMG $COF $COST $CVX $HUBS $META $MRK Hello Everyone I have now posted information regarding analyst reports/notes for the companies mentioned in the re-shared post below. I hope this information is useful to everyone. Cheers DC77" @CorleoneDon77 on X 2025-07-11 01:55:39 UTC 5311 followers, 1417 engagements
"$NFLX Attached is page X of a 13-page Raymond James analyst report on NFLX issued Thursday (7/17) entitled: "Solid Quarter Meets High Expectations Bar" Raymond James has a 'Market Perform' rating on NFLX without a price target. Raymond James' 'Recommendation' regarding NFLX in the report includes the following: "Netflix reported 2Q25 results modestly ahead of expectations with an improved 2H25 outlook driven by a combination of a weaker U.S. dollar and solid underlying performance. The quarter largely featured achievements of previously-stated goals and reiterations of longer-term strategic" @CorleoneDon77 on X 2025-07-21 02:23:20 UTC 5323 followers, XXX engagements
"$CVX Attached is page X of a 13-page Bank of America analyst report on CVX issued today entitled: "Arbitration outcome scenarios for CVX Maintain Buy" Bank of America has an 'Buy' rating on CVX with a $XXX price target. Bank of America's summary statement regarding CVX in the report includes the following: "CVX-Hess merger arbitration decision could be imminent: After nearly X years of delays arbitrators may have reached a decision on the legal dispute surrounding Chevrons (CVX) acquisition of Hess (HES) per media reports with an outcome expected shortly. As background Exxon (XOM) and CNOOC" @CorleoneDon77 on X 2025-07-10 21:33:46 UTC 5289 followers, XXX engagements
"$SOUN Attached is page X of a 16-page Piper Sandler analyst report on SOUN issued yesterday entitled: "Downgrading to Neutral Tough 2H25 & Sector Environment Leave Balance Here" Piper Sandler has a 'Neutral' rating on SOUN with a $XX price target. Piper Sandler's 'Conclusion' regarding SOUN in the report includes the following: "We are downgrading shares of SoundHound from OW to Neutral but reiterating our $XX price target. While we initiated a few months ago and our thesis points are generally still intact for this "Main Street" vs. "Institutional" name there are a few things that have" @CorleoneDon77 on X 2025-07-15 03:23:46 UTC 5323 followers, XXX engagements
"$AAPL Attached is page X of a 16-page Morgan Stanley analyst report on AAPL issued today entitled: "A Reminder What's at Stake for Apple in USA v. GOOGL" Morgan Stanley has a 'Overweight' rating on AAPL with a $XXX price target. Morgan Stanley's summary statement regarding AAPL in the report includes the following: "The DOJ will announce its USA vs. GOOGL remedies any day. While not a party in the suit Apple's $20B+ search agreement is at risk. MSe base case is GOOGL search exclusivity is restricted paving the way for broader search monetization (GOOGL+AIpowered) and just LSD% EPS downside at" @CorleoneDon77 on X 2025-07-21 21:02:44 UTC 5343 followers, XXX engagements
"$WF Attached is page X of a 13-page Raymond James analyst report on WF issued today entitled: "Downgrading to Market Perform; Favorable Fundamentals Reflected in Valuation'" Raymond James has a 'Market Perform' rating on WF without a price target. Raymond James' 'Recommendation' regarding WF in the report includes the following: "We are downgrading our rating on the shares of Wells Fargo to Market Perform from Strong Buy. WFC shares are up XXXX% since we raised our EPS estimates following the removal of the asset cap reaching our target price. While we remain bullish on Wells Fargos growth" @CorleoneDon77 on X 2025-07-08 00:24:46 UTC 5309 followers, XXX engagements
"$ROP Roper Technologies sees Q3 EPS $5.08-$5.12 consensus $5.08" @CorleoneDon77 on X 2025-07-21 11:08:53 UTC 5333 followers, XXX engagements
"$NXT I have been long this stock in one of my IRAs since its IPO: Susquehanna raises Nextracker's price target to $XX from $XX - Keeps 'Positive' rating" @CorleoneDon77 on X 2025-07-21 12:09:02 UTC 5337 followers, XXX engagements
"$PSN Parsons acquires Chesapeake Technologies International for $89M Parsons announced that it has acquired Maryland-based Chesapeake Technologies International a portfolio company of Bluestone Investment Partners in a transaction valued at $89M. Founded in 2000 CTI strengthens Parsons' defense customer posture with the Special Operations forces and enhances Parsons' position in the Indo-Pacific Command area of operations. CTI brings extensive capabilities as an all-domain technology solutions provider powered by cutting-edge products that enhance the warfighters' ability to sense evaluate" @CorleoneDon77 on X 2025-07-01 10:50:01 UTC 5343 followers, XXX engagements
"$J Jacobs selected to design light rail extension in Seattle" @CorleoneDon77 on X 2025-07-17 12:10:22 UTC 5323 followers, XXX engagements
"$BTOG And yet another negative earnings company up on crypto-related news: Bit Origin acquires over 40M Dogecoin to advance treasury strategy" @CorleoneDon77 on X 2025-07-21 12:48:31 UTC 5344 followers, 6250 engagements
"$CSCO Cisco reports Q3 Remaining Performance Obligations $41.7B up X% Remaining Performance Obligations were $41.7B up X% in total with XX% of this amount expected to be recognized as revenue over the next XX months. Product RPO was up XX% and services RPO was up 5%" @CorleoneDon77 on X 2025-05-14 20:25:39 UTC 5323 followers, XXX engagements
"$MU Attached is a Mizuho analyst note regarding MU issued today entitled: "MU - Buyers on the Pullback HBM a Long-term Tailwind with GPU/Custom Si" Mizuho has a $XXX price target on MU" @CorleoneDon77 on X 2025-07-18 13:19:11 UTC 5343 followers, 2134 engagements
"$ZION Zions Bancorp options imply XXX% move in share price post-earnings" @CorleoneDon77 on X 2025-07-21 18:34:37 UTC 5337 followers, XXX engagements
"$AXP Attached is a Barclays analyst note regarding AXP issued today entitled: "June Credit Data" Barclays has a 'Equal Weight' rating on AXP with a $XXX price target" @CorleoneDon77 on X 2025-07-17 01:38:15 UTC 5343 followers, XXX engagements
"$GILD Attached is page X of a 8-page Wells Fargo analyst report on GILD issued yesterday entitled: "2Q PreviewStrong HIV but Offsetting Other Biz Could Mean In-Line Quarter" Wells Fargo has an 'Overweight' rating on GILD with a $XXX price target. Wells Fargo's 'Call' regarding GILD in the report includes the following: "We expect GILD 2Q to be strong for HIV which is what we believe matters for the company. Continued weakness in oncology could bring down the overall numbers to in line. We expect the focus to be on Len PrEP launch. Overall in-line quarter: We expect an in-line quarter for GILD" @CorleoneDon77 on X 2025-07-09 11:29:17 UTC 5323 followers, XXX engagements
"$TRML Tourmaline Bio announces results from ongoing Phase X TRANQUILITY trial Tourmaline Bio announced positive topline results from its ongoing Phase X TRANQUILITY trial evaluating quarterly and monthly subcutaneous dosing of pacibekitug in patients with elevated high-sensitivity C-reactive protein (hs-CRP) a biomarker associated with elevated cardiovascular risk and chronic kidney disease. The TRANQUILITY trial is the starting point of Tourmaline's clinical development program for pacibekitug for the potential treatment of atherosclerotic cardiovascular disease and other cardiovascular" @CorleoneDon77 on X 2025-05-20 11:33:13 UTC 5287 followers, XXX engagements
"$HCM $AZN Hutchmed announces approval of NDA for Orpathys Tagrisso combination in China Hutchmed (HCM) announced that the new drug application for the combination of Orpathys and Tagrisso has been granted approval by the China National Medical Products Administration for the treatment of patients with locally advanced or metastatic epidermal growth factor receptor mutation-positive non-squamous non-small cell lung cancer with MET amplification after disease progression on EGFR tyrosine kinase inhibitor therapy. This approval also triggers a $11M milestone payment from AstraZeneca (AZN) which" @CorleoneDon77 on X 2025-06-30 10:15:04 UTC 5323 followers, XXX engagements
"$CI $CNC $CVS $HUM $UNH $MOH $ELV From The New York Times: "Health Insurers Are Denying More Drug Claims Data Shows" -- Offering a rare glimpse inside the hidden world of rejected insurance claims new data shows a steady uptick among major private insurers" @CorleoneDon77 on X 2025-07-18 10:31:51 UTC 5343 followers, XXX engagements
"$COF Capital One announces preliminary Stress Capital Buffer Requirement of XXX% Capital One announced the company's preliminary Stress Capital Buffer Requirement as calculated by the Board of Governors of the Federal Reserve System 2025 Comprehensive Capital Analysis and Review process is XXX% effective October X 2025. Capital One's previously disclosed SCB of XXX% as calculated by the Federal Reserve 2024 CCAR process will remain in effect through the end of the third quarter of 2025" @CorleoneDon77 on X 2025-07-01 20:50:27 UTC 5311 followers, XXX engagements
"$NVDA From The New York Times: "How Nvidias Jensen Huang Persuaded Trump to Sell A.I. Chips to China"" @CorleoneDon77 on X 2025-07-18 10:19:50 UTC 5291 followers, XXX engagements
"$IOVA Attached is a Barclays analyst note on IOVA issued today entitled: "Real-World Data Continues to Support Amtagvi Across Treatment Lines in Melanoma" Barclays has a 'Overweight' rating on IOVA with a $X price target" @CorleoneDon77 on X 2025-07-16 02:35:46 UTC 5286 followers, 2379 engagements
"$MSI Motorola Solutions to acquire Silvus for $4.4B in up-front consideration Motorola Solutions announced it has entered into a definitive agreement to acquire Silvus Technologies for $4.4B in up-front consideration. Based in Los Angeles California Silvus designs and develops software-defined high-speed mobile ad-hoc network technology that enables highly secure data video and voice communications without the need for fixed infrastructure. Silvus' wide range of customers spans autonomous systems manufacturers military law enforcement and enterprises around the world. Under the terms of the" @CorleoneDon77 on X 2025-05-27 20:18:43 UTC 5308 followers, XXX engagements
"$SRAD Attached is a Craig Hallum analyst note regarding SRAD issued today. Craig Hallum has a 'Buy' rating on SRAD" @CorleoneDon77 on X 2025-07-11 19:01:45 UTC 5337 followers, XXX engagements
"$RUN Attached is page X of a 5-page Wells Fargo analyst report on RUN issued yesterday entitled: "Quick Thoughts from Our Pre Quarter Catchup" Wells Fargo has an 'Overweight' rating on RUN with a $X price target. Wells Fargo's 'Call' regarding RUN in the report includes the following: "We caught up with RUN yesterday ahead of Q2. Our meeting was before the EO announced by Trump (our take). Overall the final version of OBBB is very positive on RUN. However we anticipate muted performance till there's more clarity from Treasury. Initial Thoughts: Walking Through Safe Harbor Math: RUN ran" @CorleoneDon77 on X 2025-07-09 10:52:23 UTC 5303 followers, XXX engagements
"$AZN $CLF $COIN $CORZ $CRWD $DASH $JD $NFLX $PRCT $SOUN Hey Everyone In addition to the information relating to company analyst reports/notes that I posted today I will also be posting information regarding analyst reports/notes this evening for the following companies: 1) AZN 2) CLF 3) COIN 4) CORZ 5) CRWD 6) DASH 7) JD 8) NFLX 9) PRCT 10) SOUN Feel free to check back this evening if any of these companies are of interest to you. I hope this information is useful to many members. Cheers DC77" @CorleoneDon77 on X 2025-07-14 19:20:56 UTC 5336 followers, 5199 engagements
"$THC Tenet Healthcare sees 2025 EPS $15.55-$16.21 consensus $XXXXX -- Sees 2025 revenue $20.95B-$21.25B consensus $20.92B" @CorleoneDon77 on X 2025-07-22 10:55:41 UTC 5344 followers, XXX engagements
"$RGLD $SAND $HNCUF Royal Gold to acquire Sandstorm Gold Horizon Copper Royal Gold (RGLD) announced its entry into agreements to acquire each of Sandstorm (SAND) and Horizon Copper Corp. (HNCUF). Under the terms of the agreement with Sandstorm Royal Gold will acquire XXX% of the issued share capital of Sandstorm in exchange for Royal Gold shares at an exchange ratio of XXXXXX common shares of Royal Gold for each common share of Sandstorm. The exchange ratio implies a premium of XX% based on the 20-day volume-weighted average price and XX% based on the closing price of Sandstorm shares on the" @CorleoneDon77 on X 2025-07-07 11:13:25 UTC 5291 followers, XXX engagements
"$ENVX Enovix releases supplemental FAQ to support warrant dividend distribution" @CorleoneDon77 on X 2025-07-15 12:49:38 UTC 5313 followers, 1004 engagements
"$HSAI Hesai reports Q1 EPS RMB XXXX vs (RMB 0.54) last year Reports Q1 revenue RMB 525.3M vs RMB 359.1M last year. "Hesai was ranked as the world's No.1 automotive lidar company by revenue market share for the fourth consecutive year in 2024 according to Yole Group-affirming our industry leadership. 2025 is off to a strong start and we are ready to build on this momentum" said Yifan "David" Li Hesai's Co-Founder and CEO. "At the 2025 Shanghai Auto Show one thing was clear-OEMs are all-in on intelligent driving. Our three core beliefs for lidar echo this vision-safety is not optional never" @CorleoneDon77 on X 2025-05-26 23:50:08 UTC 5321 followers, XXX engagements
"$GOOGL $TSLA From The Verge: "Waymo responds to Teslas d*ck joke with a bigger Austin robotaxi map"" @CorleoneDon77 on X 2025-07-18 11:13:09 UTC 5309 followers, XXX engagements
"$CRWV Attached is page X of a 5-page Wells Fargo analyst report on CRWV issued yesterday entitled: "Acquiring Core ScientificMoving Down the Stack" Wells Fargo has a 'Equal Weight' rating on CRWV with a $XX price target. Wells Fargo's 'Call' regarding CRWV in the report includes the following: "View CRWV's deal for CORZ as strategically bolstering its DC capacity & see equity financing as sensible given the recent run-up in shares. However still see LT concerns around unit economics & concentration w/ NT risks around lockup expiry ahead. Initial Thoughts: Acquisition Rationale: CRWV announced" @CorleoneDon77 on X 2025-07-17 11:38:27 UTC 5317 followers, XXX engagements
"$SNPS Attached is page X of a 5-page Wells Fargo analyst report on SNPS issued yesterday entitled: "China Conditionally Approves Ansys Deal" Wells Fargo has a 'Equal Weight' rating on SNPS with a $XXX price target. Wells Fargos 'Call' regarding SNPS in the report includes the following: "China SAMR has conditionally approved SNPS's acq. of ANSS which we expect to close imminently. Trading at an estimated 10-turn P/E discount to CDNS we expect SNPS investor sentiment to continue turning positive given a deal resolution. Initial Thoughts: News: Overnight (7/14) China's SAMR announced it has" @CorleoneDon77 on X 2025-07-15 11:32:03 UTC 5309 followers, XXX engagements
"$COMP Compass sees Q1 revenue $1.35B-$1.475B consensus $1.34B Sees Q1 adjusted EBITDA of $XX million to $XX million" @CorleoneDon77 on X 2025-02-18 21:13:08 UTC 5336 followers, 1223 engagements
"$PNTG $EHAB $BTSG $ENH $ADUS $AMED Home health stocks under pressure following proposed rate cuts Shares of several home health services providers are under pressure on Tuesday after the Centers for Medicare and Medicaid Services proposed a XXX% aggregate decrease in Medicare Home Health payments. The proposed cut to home nursing payment rates was worse than Wall Street seemed to be expecting. "The proposed CY 2026 updated rates include the proposed CY 2026 Home Health payment update of 2.4%; an estimated XXX% decrease that reflects the net impact of the proposed permanent behavior adjustment" @CorleoneDon77 on X 2025-07-01 13:57:56 UTC 5301 followers, XXX engagements
"$SBUX Attached is page X of a 17-page RBC Capital Markets analyst report on SBUX issued yesterday entitled: "3Q25 preview" RBC Capital Markets has a 'Outperform' rating on SBUX with a $XXX price target. RBC Capital Markets' 'View' regarding SBUX in the report includes the following: "SBUX (reports AMC on 7/29) has been one of the most debated names in the restaurant space as the new CEO looks to turn the business around. Key debates into the print have largely been around the magnitude of incremental labor investment and to what degree it will drive traffic. Expectations around FY25/FY26 EPS" @CorleoneDon77 on X 2025-07-22 01:35:45 UTC 5343 followers, XXX engagements
"$GOOGL Attached is page X of a 9-page Bank of America analyst report on GOOGL issued today entitled: "Takeaways from ad check call with Inventus Media" Bank of America has a 'Buy' rating on GOOGL with a $XXX price target. Bank of America's summary statement regarding GOOGL in the report includes the following: "Ad spending improved as 2Q progressed: We hosted Andrew Mclean founder of Inventus Media to discuss 2Q trends in the Online media ad spend. Overall Mr. Mclean expects digital ad growth to modestly accelerate in 2Q vs 1Q. Our top takeaways include: 1) 2Q ad activity started slowly in" @CorleoneDon77 on X 2025-07-15 21:09:32 UTC 5318 followers, XXX engagements
"$AMZN Attached is page X of a 8-page Citizens analyst report on AMZN issued Friday (7/18) entitled: "Reviewing Prime Day Traffic: Amazon Lost Share This Prime Day" Citizens has a 'Market Outperform' rating on AMZN with a $XXX price target. Citizens' summary statement regarding AMZN in the report includes the following: "Coming off Amazon's Prime Day (July X to July 11) we analyzed third-party data to assess competitive dynamics and engagement trends during the event: Based on our analysis we come away believing sales growth was likely low-to-mid single digits as incremental traffic was" @CorleoneDon77 on X 2025-07-20 15:27:52 UTC 5343 followers, XXX engagements
"$PATH Attached is page X of a 8-page Truist analyst report on PATH issued yesterday entitled: "Fine-Tuning Qtrly FY26 Ests; Co. Touting Unique Combo of Robots Agents & Orchestration; Maintain Hold" Truist has a 'Hold' rating on PATH with a price $XX target. Truist's summary statement regarding PATH in the report includes the following: "Tweaks to our ests include reduction in 2Q FCF (likely too aggressive post strong 1Q performance and in relation to Street) and also likely mis-modeled rev between 3Q and 4Q hence shifting subscription service rev from 3Q to 4Q. Overall key ests for FY26" @CorleoneDon77 on X 2025-07-15 22:20:37 UTC 5343 followers, XXX engagements
"$DIA $SPY $QQQ $IWM $TLT Yes.of course.tariffs will not create any inflation (sigh):" @CorleoneDon77 on X 2025-07-15 12:13:46 UTC 5323 followers, 2526 engagements
"$OMC Omnicom reports Q2 non-GAAP EPS $XXXX consensus $XXXX -- Q2 revenue $4.016B consensus $3.95B" @CorleoneDon77 on X 2025-07-15 20:07:37 UTC 5314 followers, XXX engagements
"$ARGX Argenx presents new Efgartigimod data at EULAR 2025 argenx SE "announced the presentation of positive results from Phase X studies evaluating VYVGART in Sjogren's disease and idiopathic inflammatory myopathies at the European Congress of Rheumatology EULAR 2025 from June XX - XX in Barcelona Spain. argenx also announced that the FDA has granted efgartigimod Fast Track designation for the treatment of primary Sjogren's disease."" @CorleoneDon77 on X 2025-06-11 00:04:42 UTC 5314 followers, XXX engagements
"$LCID Attached is page X of a 4-page Benchmark analyst report on LCID issued Thursday (7/17) entitled: "Uber Invests $300mm in LCID Forming Strategic Partnership; Reverse Split Proposed; Raising Target Price to $XXXX from $5.00" Benchmark has a 'Buy' rating on LCID with a $X price target. Benchmark's summary statement regarding LCID in the report includes the following: "Lucid Announces Strategic Partnership with Uber and Nuro Inc. Lucid has entered into a landmark partnership with Uber and autonomous vehicle developer Nuro Inc. to deploy 20000 Gravity SUVs equipped with the Nuro Driver over" @CorleoneDon77 on X 2025-07-20 01:09:18 UTC 5324 followers, XXX engagements
"#uranium #nuclear #nuclearstocks $LEU Attached is page X of a 97-page (yes XX pages - Initiating Coverage) Stifel analyst report on LEU issued yesterday entitled: "Enriching the United States Energy Future; Initiating with Buy and $XXX Target Price" Stifel has a 'Buy' rating on LEU with a $XXX price target. Stifel's 'Summary' regarding LEU in the report includes the following: "The atrophy of the U.S. nuclear supply chain is a key headwind for the resurgence in nuclear power in the U.S. market. With its long-time ties to the U.S. Government and as the only publicly-traded nuclear enrichment" @CorleoneDon77 on X 2025-07-11 16:49:54 UTC 5314 followers, 5226 engagements
"$USO $NAT $XLE $FRO $XOP $OIL $OIH From Bloomberg: "EU Imposes New Raft of Sanctions on Russia and Its Oil Trade"" @CorleoneDon77 on X 2025-07-18 11:57:43 UTC 5336 followers, XXX engagements
"$MEDP Medpace reports Q2 EPS $XXXX consensus $XXXX -- Q2 revenue $603.3M consensus $537.98M" @CorleoneDon77 on X 2025-07-21 20:17:47 UTC 5343 followers, 2506 engagements
"$LLY Attached is page X of a 7-page Guggenheim analyst report on LLY issued yesterday entitled: "LLY: Pre-2Q25 Model Update - 2H25 Is Catalyst Rich; Solid Setup for Sustained Tirzepatide Franchise Growth" Guggenheim has a 'Buy' rating on LLY with a $XXX price target. Guggenheim's 'Key Message' regarding LLY in the report includes the following: "We are updating our model ahead of 2Q which includes updated tirzepatide forecasts based on our Rx analysis and inclusion of 2Q IPR&D estimated $XXXX impact on EPS. We estimate 2Q Mounjaro sales of $4490M vs. $4389M/$4892M VisibleAlpha/FactSet" @CorleoneDon77 on X 2025-07-12 11:36:40 UTC 5315 followers, XXX engagements
"$BHF Brighthouse jumps almost XX% after WSJ report of Aquarian acquisition talks" @CorleoneDon77 on X 2025-07-15 20:49:09 UTC 5308 followers, XXX engagements
"$FOLD Amicus announces approval of Pombiliti + Opfolda in Japan Amicus Therapeutics announced that Japan's Ministry of Health Labour and Welfare MHLW has approved Pombiliti + Opfolda for the treatment of adult patients with late-onset Pompe disease LOPD. "We are delighted that we will now be able to offer a compelling new treatment option to patients living with late-onset Pompe disease in Japan. We are grateful to the MHLW and to Japan's Pompe community including the patients families and physicians who participated in our clinical studies for their collaboration" said Bradley Campbell" @CorleoneDon77 on X 2025-06-25 11:11:34 UTC 5323 followers, XXX engagements
"$MRX Marex Group added to membership of Russell 3000 Index Marex Group announces its membership of the broad-market Russell 3000 Index and inclusion in the small-cap Russell 2000 Index effective after US market open today as part of the 2025 Russell indexes reconstitution. Ian Lowitt CEO of Marex commented: "Joining the Russell US Indexes is an important milestone in our evolution as a public company. This membership will enhance our profile among a broader base of investors and aligns with our commitment to long-term value creation for our shareholders."" @CorleoneDon77 on X 2025-06-30 12:01:42 UTC 5289 followers, XXX engagements
"$ENVX Enovix Corporation announced that it will distribute warrants to purchase Enovix common stock to its shareholders and certain convertible noteholders on Monday July 21" @CorleoneDon77 on X 2025-07-21 12:49:57 UTC 5343 followers, 1173 engagements
"$AMD $INTC $MCHP $MU $QCOM $TXN $NVDA $MRVL $JNJ $LLY $MRK $PFE $SNY $AZN $GSK $NVS $RHHBY $BMY Bloomberg: "Trump Says Drug Tariffs Probable by Aug. X Downplays More Deals" Takeaways (Bloomberg AI): -- President Donald Trump said he was likely to impose tariffs on pharmaceuticals as soon as the end of the month and on semiconductors soon as well. -- Trump told reporters that pharmaceutical tariffs would start low and increase to a very high tariff after giving companies a year to build. -- Trump predicted that he could strike trade deals with countries before implementing his reciprocal" @CorleoneDon77 on X 2025-07-16 10:41:04 UTC 5308 followers, XXX engagements
"$FOX $FOXA Fox Corp. acquires sports broadcasting platform Caliente TV Fox Corporation announced its acquisition of Caliente TV a sports broadcasting platform in Mexico. Carlos Martinez has been appointed to the role of Executive Vice President and Managing Director Latin America Fox Corporation responsible for overseeing the overall FOX broadcast strategy in Latin America and the transition of Caliente TV in Mexico and the channel's launch in Central America. "With this acquisition FOX will develop a multi-platform business that will include the launch of a new Pay TV channel and an SVOD" @CorleoneDon77 on X 2025-06-20 00:53:16 UTC 5323 followers, XXX engagements
"$MSTR $COIN $MARA $RIOT $BTBT $BITF $WULF $GREE $SDIG $CORZ $BTC $XRP Ripple applying for U.S. banking license WSJ reports Ripple which manages cross-border payments and a dollar-backed stablecoin called RLUSD has applied for a national banking license The Wall Street Journal's Vicky Ge Huang reports. RLUSD is currently subject to state oversight through the New York Department of Financial Services. "The dual nature of that regulation would basically have set a new bar for transparency and compliance in the stablecoin market" said Jack McDonald senior vice president of stablecoins at Ripple." @CorleoneDon77 on X 2025-07-02 18:29:30 UTC 5310 followers, XXX engagements
"$GE Attached is page X of a 14-page RBC Capital Markets analyst report on GE issued yesterday entitled: "Conservative outlook offsets incremental services upside maintain OP PT to $300" RBC Capital Markets has a 'Outperform' rating on GE with a $XXX price target. RBC Capital Markets' 'View' regarding GE in the report includes the following: "GE Aerospace (GE) reported 2Q25 results with adj. EPS of $XXXX beating consensus of $XXXX and adj. EBIT of $2.3B beating consensus by 10%. The 2028 adj. EBIT guide of $11.5B was likely at the low end of investor expectations. We are not surprised by some" @CorleoneDon77 on X 2025-07-20 02:21:01 UTC 5312 followers, XXX engagements
"$MSTR $MARA $RIOT $COIN $BTBT $BITF $WULF $GREE $SDIG $CORZ From The Financial Times: "Donald Trump set to open U.S. retirement market to crypto investments"" @CorleoneDon77 on X 2025-07-18 10:29:25 UTC 5328 followers, XXX engagements
"$MOD Attached is page X of a 3-page D.A. Davidson analyst report on MOD issued yesterday entitled: "CDI Acquisition Appears Logical; BUY/$135 PT" D.A. Davidson has an 'Buy' rating on MOD with a $XXX price target. D.A. Davidson's summary statement regarding MOD in the report includes the following: "This morning MOD announced that it had acquired Climate by Design International (CDI) which manufactures desiccant dehumidification technology and critical process air handlers for an aggregate transaction value of $65M. At first blush this acquisition appears to be logical as it expands MODs IAQ" @CorleoneDon77 on X 2025-07-03 00:23:15 UTC 5311 followers, XXX engagements
"$DKNG Attached is a Mizuho analyst note regarding DKNG issued today entitled: "Must Buy Opportunity in DKNG and BYD. Pounding the Table"" @CorleoneDon77 on X 2025-07-11 12:46:36 UTC 5303 followers, 2144 engagements
"$ADI Goldman Sachs initiates ADI with Buy and $XXX price target" @CorleoneDon77 on X 2025-07-10 11:32:12 UTC 5323 followers, XXX engagements
"$SNOW $IPG Snowflake Acxiom partner on AI-powered marketing data infrastructure Snowflake (SNOW) and Acxiom the connected data and technology foundation of Interpublic Group (IPG) announced a strategic initiative to build and deliver a modern AI-powered marketing data infrastructure that will fundamentally transform how brands leverage AI for marketing. This collaboration will enable IPG to bring its proprietary data identity and collaboration tools directly into brands' Snowflake environments" @CorleoneDon77 on X 2025-06-16 10:02:03 UTC 5323 followers, XXX engagements
"$FNB F.N.B. reports Q2 EPS 34c consensus 34c -- Q2 revenue $438M consensus $424.37M" @CorleoneDon77 on X 2025-07-17 20:34:33 UTC 5290 followers, XXX engagements
"$FCPT FCPT announces acquisition via sale-leaseback of four properties for $16.9M Four Corners Property Trust announced the acquisition via sale-leaseback of four Christian Brothers Automotive properties for $16.9M. "The properties are located across Ohio Florida and Nebraska. The sites are in strong retail corridors with high traffic and attractive demographics. The properties are each under a long-term lease guaranteed by the corporate entity. The transaction was priced at a cap rate in range with previous FCPT transactions" the company stated" @CorleoneDon77 on X 2025-05-26 12:41:12 UTC 5322 followers, XXX engagements
"$AMD $AMZN $AVGO $BABA $DASH $DKNG $GOOGL $IOVA $JD $JPM $LITE $MA $NFLX $OPRA $PATH $PENN $PLTR $SEDG $SHOP $SNPS $UBER $VKTX Hello Everyone I have now posted information regarding analyst reports/notes for the companies mentioned in the re-shared post below. I hope this information is useful to everyone. Cheers DC77" @CorleoneDon77 on X 2025-07-16 02:46:07 UTC 5303 followers, 2804 engagements
"$AMZN $VEEV Amazon Veeva expand 10-year relationship Amazon Web Services a division of Amazon (AMZN) and Veeva Systems (VEEV) announced an expansion of their long-standing collaboration. Veeva uses AWS as the cloud infrastructure for its Veeva Vault applications including Veeva Vault CRM Suite with over XX applications and data offerings now using AWS. Building on this Veeva is expanding beyond infrastructure use including integrating Amazon Connect into its Vault CRM Service Center. AWS also recently joined Veeva's AI Partner program" @CorleoneDon77 on X 2025-06-25 13:19:20 UTC 5341 followers, XXX engagements
"$TSLA Attached is page X of a 13-page Bank of America analyst report on TSLA issued today entitled: "Tesla GM Ford: 2Q25 Preview" Bank of America has a 'Neutral' rating on TSLA with a $XXX price target. Bank of America's summary statement regarding TSLA in the report includes the following: "F better positioned than GM TSLA is in a challenging spot: As 2Q25 earnings season is right ahead of us we revise TSLA GM and F estimates. We see F better positioned relatively to GM given that F may be able to capitalize on strong sales while GM may face some mix headwinds in the quarter. The different" @CorleoneDon77 on X 2025-07-21 17:55:03 UTC 5323 followers, XXX engagements
"$EOSE I believe this should be bullish for EOSE:" @CorleoneDon77 on X 2025-07-17 19:52:52 UTC 5343 followers, 3676 engagements
"$TRU $FICO $EFX $EXPGY FHFA's Pulte says doing 'full scale review of all credit bureaus' In a reply to a tweet on X Bill Pulte the Director of the Federal Housing Finance Agency stated: "We are doing a full scale review of all credit bureaus." The three major publicly traded credit bureaus in the U.S. are Equifax (EFX) Experian (EXPGY) and TransUnion (TRU)" @CorleoneDon77 on X 2025-06-27 18:20:32 UTC 5296 followers, XXX engagements
"$REGN $SNY Regeneron Sanofi announce Dupixent outperformed Xolair Regeneron Pharmaceuticals (REGN) and Sanofi (SNY) presented positive results from the EVEREST Phase X trial in adults with severe chronic rhinosinusitis with nasal polyps and coexisting asthma. In the trial Dupixent outperformed Xolair on all primary and secondary efficacy endpoints of CRSwNP and in all asthma-related endpoints. The data are from the first-ever presented head-to-head respiratory trial with biologic medicines and were shared in a late-breaking oral presentation at the 2025 European Academy of Allergy and" @CorleoneDon77 on X 2025-06-16 00:48:14 UTC 5321 followers, XXX engagements
"$LMT Lockheed Martin cuts FY25 EPS view to $21.70-$22.00 from $27.00-$27.30 -- FY25 consensus $27.46" @CorleoneDon77 on X 2025-07-22 11:37:14 UTC 5343 followers, XXX engagements
"$SOFI Citizens JMP downgraded SoFi Technologies to Market Perform from Outperform without a price target" @CorleoneDon77 on X 2025-07-14 10:14:26 UTC 5308 followers, XXX engagements
"$AVY Avery Dennison reports Q2 adjusted EPS $XXXX consensus $XXXX -- Q2 revenue $2.2B consensus $2.23B" @CorleoneDon77 on X 2025-07-22 10:53:05 UTC 5340 followers, XXX engagements
"$PM Philip Morris sees FY25 adjusted EPS ex-currency $7.33-$7.46 -- Consensus is $7.47" @CorleoneDon77 on X 2025-07-22 11:06:29 UTC 5343 followers, XXX engagements
"$PARA $PARAA Paramount fearing backlash delays $35M settlement with Trump NYP reports 06:14 PARA PARAA A potential $35M settlement of President Trump's lawsuit against Paramount's CBS has been delayed as the company's management continues to fear a potential legal backlash Charles Gasparino reports for The New York Post. While the two sides remain in active settlement negotiations Paramount's hesitancy to make a deal has prompted members of Trump's legal team to maintain its initial bargaining position and demand even more money to end the protracted legal dispute according to sources close" @CorleoneDon77 on X 2025-06-20 10:26:53 UTC 5323 followers, XXX engagements
"$UNP $NSC The Wall Street Journal - Union Pacific considers deal for Norfolk Southern" @CorleoneDon77 on X 2025-07-17 20:41:51 UTC 5307 followers, 1135 engagements
"$FTV $RAL Fortive completes Ralliant separation names Olumide Soroye as CEO Fortive (FTV) announced that it has completed the separation of its Precision Technologies segment through the XXX% spin-off of Ralliant (RAL) to its shareholders on June XX 2025. Fortive shares will continue to trade on the New York Stock Exchange under the symbol "FTV" and effective June XX Ralliant will begin "regular way" trading on the New York Stock Exchange under the symbol "RAL." In connection with the separation on June XX 2025 Fortive shareholders received one share of common stock of Ralliant for every" @CorleoneDon77 on X 2025-06-30 10:22:19 UTC 5323 followers, XXX engagements
"$CRSP Crispr announces updates across in vivo cardiovascular disease progams CRISPR Therapeutics announced updates across its in vivo cardiovascular disease programs. These include new data for CTX310 targeting ANGPTL3 as well as continued progress on CTX320 targeting the LPA gene and CTX340 targeting the AGT gene. CTX310 targeting ANGPTL3: CTX310 is in an ongoing Phase X first-in-human clinical trial targeting ANGPTL3 in four patient groups. These new results build upon previously disclosed results from the first XX patients across the first four cohorts. The Company anticipates presenting" @CorleoneDon77 on X 2025-06-26 11:14:15 UTC 5323 followers, XXX engagements
"$BA Attached is a Barclays analyst note regarding BA issued today entitled: "Two Deliveries So Far in July First Flights 30/Month" Barclays has an 'Overweight' rating on BA with a $XXX price target" @CorleoneDon77 on X 2025-07-10 19:17:38 UTC 5294 followers, XXX engagements
"$TLN Attached is page X of a 9-page Bank of America analyst report on TLN issued today entitled: "Acquisition creates immediate & significant value" Bank of America has a 'Buy' rating on TLN with a $XXX price target. Bank of America's summary statement regarding TLN in the report includes the following: "TLN acquires X GW of high-quality gas CCs: Talen Energy (TLN) has acquired Moxie Freedom Energy Center (PA) and Guernsey Power Station (OH) in the PJM region with attributes highlighted in Exhibit X. This acquisition is $XXX bn gross with $XXX mn estimated tax benefit leading to a $XXX bn net" @CorleoneDon77 on X 2025-07-18 19:00:09 UTC 5291 followers, XXX engagements
"$BYDDF $GELYF $TSLA $GM $F Republican EV cuts may put U.S. carmakers further behind China NYT says President Trump said his policies are set to revive auto manufacturing in the U.S. but Republican attack on EVs could to the opposite Jack Ewing of The New York Times reports. China already has a head start in EVs and the batteries and materials needed to product them with companies such as BYD (BYDDF) SAIC and Geely (GELYF) producing over XX% of the electric cars sold globally in 2024. Tesla (TSLA) is the only American company that ranks among the world's largest XX EV makers with General" @CorleoneDon77 on X 2025-07-02 10:43:37 UTC 5324 followers, XXX engagements
"$BE Attached is page X of a 9-page RBC Capital Markets analyst report on BE issued yesterday entitled: "Bloom Energy Corporation" RBC Capital Markets has a 'Outperform' rating on BE with a $XX price target. RBC Capital Markets' 'View' regarding BE in the report includes the following: "While we can't speak to the specific motives behind SK's partial divestment of its stake in BE (here) we can point to recent transactions across SK Group as an indicator of the company's continued investment in fuel cells. We view the transaction as SK taking the opportunity to monetize an investment that" @CorleoneDon77 on X 2025-07-12 11:14:27 UTC 5320 followers, XXX engagements
"$DHI D.R. Horton reports Q3 EPS $XXXX consensus $XXXX -- Q3 revenue $9.2B consensus $8.8B" @CorleoneDon77 on X 2025-07-22 10:26:30 UTC 5344 followers, XXX engagements
"$DIA $SPY $QQQ $TLT $IWM From Industry News: U.S. retail imports rise in May despite tariff uncertainty; China-origin goods down sharply -- Telsey Advisory Group Analyst Dana Telsey highlighted "The rollout of tariffs by the Trump administration in 2025 to U.S. trade partners has brought about a high degree of trade uncertainty globally. We have analyzed the U.S. trade data given the unprecedented tariff landscape and the severity of tariff rates. U.S. imports rose XXXX% YTD May 2025 to about $1.5T. YTD May 2025 imported goods accounted for XXXX% of total 2024 imports compared with YTD May" @CorleoneDon77 on X 2025-07-21 14:22:48 UTC 5338 followers, XXX engagements
"$HLN Haleon breaks ground on new GBP 130M global oral health center Haleon broke ground on its new Global Oral Health Innovation Centre in Weybridge Surrey. This state-of-the-art facility will enhance Haleon's science capabilities accelerate innovation and serve as a centre of excellence for global oral health research" @CorleoneDon77 on X 2025-07-07 00:13:47 UTC 5314 followers, XXX engagements
"$AKRO Akero Therapeutics announces new analyses of Phase 2b HARMONY trial Akero Therapeutics announced results from new analyses of the 96-week Phase 2b HARMONY trial of efruxifermin EFX in patients with pre-cirrhotic metabolic dysfunction-associated steatohepatitis MASH in an oral presentation and a poster presentation at the European Association for the Study of the Liver EASL Congress 2025 taking place May 7-10 in Amsterdam the Netherlands. The presentations corroborate the antifibrotic activity previously reported by conventional pathology for EFX in patients with pre-cirrhotic MASH." @CorleoneDon77 on X 2025-05-11 23:46:35 UTC 5289 followers, XXX engagements
"$NXPI NXP Semiconductors sees Q3 EPS $2.89-$3.30 consensus $XXXX -- Sees Q3 revenue $3.05B-$3.25B consensus $3.04B" @CorleoneDon77 on X 2025-07-21 20:19:01 UTC 5336 followers, XXX engagements
"$FOR Forestar Group still sees FY25 revenue $1.50B-$1.55B consensus $1.54B" @CorleoneDon77 on X 2025-07-22 10:48:29 UTC 5340 followers, XXX engagements
"$AAPL $GOOGL $GOOG From The Washington Examiner: "UK moving on new penalties for Apple and Google amid trade discussions with Trump"" @CorleoneDon77 on X 2025-07-21 10:21:09 UTC 5323 followers, XXX engagements
"$LAD Lithia & Driveway sees Q2 EPS $9.70-$10.00 consensus $XXXX Q2 revenue $9.4B-$9.6B consensus $9.56B" @CorleoneDon77 on X 2025-07-15 10:39:07 UTC 5289 followers, XXX engagements
"$ANGO $TRX $LAD $C $UNTY $JPM $NVDA $AMD $WFC $BLK $STT $ERIC $BK $ACI Feel free to follow me for pre-market and after-hours movers every day. PRE-MARKET MOVERS: Currently Higher After Earnings: -- AngioDynamics (ANGO) up XXXX% -- TRX Gold (TRX) up XXX% -- Lithia & Driveway (LAD) up XXX% -- Citi (C) up XXX% -- Unity Bancorp (UNTY) up XXX% -- JPMorgan (JPM) up XXX% Currently Also Higher: -- Nvidia (NVDA) and Advanced Micro Devices (AMD) up XXX% and XXX% respectively after expectations of chip sales to China to resume Currently Lower After Earnings: -- Wells Fargo (WFC) down XXX% -- BlackRock" @CorleoneDon77 on X 2025-07-15 13:12:57 UTC 5323 followers, XXX engagements
"$AZN $CLF $COIN $CORZ $CRWD $DASH $JD $NFLX $PRCT $SOUN Hello Everyone I have now posted information regarding analyst reports/notes for the companies mentioned in the re-shared post below. I hope this information is useful to everyone. Cheers DC77" @CorleoneDon77 on X 2025-07-15 03:28:45 UTC 5303 followers, 1862 engagements
"$ARE Alexandria Real Estate options imply XXX% move in share price post-earnings" @CorleoneDon77 on X 2025-07-21 18:37:16 UTC 5344 followers, XXX engagements
"$CCK Crown Holdings reports Q2 adjusted EPS $XXXX consensus $XXXX -- Q2 revenue $3.15B consensus $3.1B" @CorleoneDon77 on X 2025-07-21 20:08:19 UTC 5336 followers, XXX engagements
"$FITB Fifth Third announces buyback authorization for up to 100M shares of stock Fifth Third Bancorp announced that its Board of Directors approved a new share repurchase authorization of up to XXX million shares which replaces the previous authorization from 2019 under which XXXX million shares remain. The new repurchase authorization does not have an expiration date does not include specific price targets may be executed through open market purchases or one or more private negotiated transactions including Rule 10b5-1 programs and may be suspended at any time" @CorleoneDon77 on X 2025-06-16 20:02:45 UTC 5314 followers, XXX engagements
"$HUM Humana loses in suit to reverse Medicare bonus payment cut Bloomberg reports" @CorleoneDon77 on X 2025-07-18 14:19:27 UTC 5311 followers, XXX engagements
"$BBY Attached is page X of a 16-page Piper Sandler analyst report on BBY issued yesterday entitled: "Downgrading to Neutral - Lacking Catalysts" Piper Sandler has a 'Neutral' rating on BBY with a $XX price target. Piper Sandler's 'Conclusion' regarding BBY in the report includes the following: "We are downgrading BBY to Neutral and reducing our PT to $XX (11.5x FY27E EPS). Certainly we recognized BBY has underperformed YTD and both expectations and valuation are low. However we don't see any meaningful catalysts in the coming quarters to meaningfully accelerate comp/EPS growth. And we have" @CorleoneDon77 on X 2025-07-14 18:44:05 UTC 5310 followers, XXX engagements
"$LCID $TSLA Lucid Group's Lucid Air EV models gain access to Tesla's Supercharger network" @CorleoneDon77 on X 2025-07-22 13:13:50 UTC 5343 followers, XXX engagements
"$OXY Attached is a Mizuho analyst note regarding OXY issued today entitled: "OXY: 2Q25 Earnings Miss Belies Potential FCF Inflection in 2H25 and Beyond; PT to $65" Mizuho has a 'Neutral' rating on OXY with a $XX price target" @CorleoneDon77 on X 2025-07-15 13:57:50 UTC 5344 followers, 1747 engagements
"$CAAP Corporacion America Airport reports Q1 EPS 25c consensus 47c Reports Q1 revenue $447.8M vs. $433.0M last year. Commenting on the results for the quarter Mr. Martin Eurnekian CEO of Corporacion America Airports noted: "We had a solid start to 2025 driven by a strong recovery in Argentina and traffic growth across all our markets. Total passenger traffic rose by over X% year-over-year or more than X% when excluding the discontinued Natal concession in Brazil. Argentina led the rebound delivering double-digit growth and reaching record-high volumes in January. Uruguay also achieved an" @CorleoneDon77 on X 2025-05-22 21:34:02 UTC 5296 followers, XXX engagements
"$GS Attached is page X of a 10-page Bank of America analyst report on GS issued yesterday entitled: "Cyclical + Structural tailwinds to drive stock outperformance" Bank of America has a 'Buy' rating on GS with a $XXX price target. Bank of America's summary statement regarding GS in the report includes the following: "See upside to 2026 EPS/ROTCE ($55/16%) forecast: 2Q25 core EPS of $XXXXX handily beat BofA/cons. ests (+12%/11%) driven by a blowout quarter for M&A advisory +71% YoY and equities trading +36%. No material changes to our 2H25/FY26e EPS. We see upside to our above consensus (8%)" @CorleoneDon77 on X 2025-07-18 01:07:52 UTC 5323 followers, XXX engagements
"$EA Electronic Arts to sunset 'Anthem' on January XX 2026 Electronic Arts said that it will be sunsetting 2019 live-services game "Anthem" on January XX 2026. "This means that the game will still be playable online for the next 180+ days" the company said. "As of today you can no longer purchase in-game premium currency but you can still use your remaining balance until the servers go offline. We deeply appreciate your dedication passion and support over the years and we'd like to thank you for that."" @CorleoneDon77 on X 2025-07-03 19:46:41 UTC 5296 followers, XXX engagements
"$GNS $BTC.X Genius Group increases Bitcoin Treasury to XXX Bitcoin accelerates plans" @CorleoneDon77 on X 2025-07-21 12:22:08 UTC 5328 followers, XXX engagements
"$GMED Globus Medical reaffirms FY25 EPS view $3.00-$3.30 consensus $3.16" @CorleoneDon77 on X 2025-07-21 12:19:56 UTC 5338 followers, XXX engagements
"$SRAD Sportradar price target raised to $XX from $XX at Citizens JMP Will try to post more detailed information later today" @CorleoneDon77 on X 2025-07-15 10:36:55 UTC 5337 followers, XXX engagements