#  @KerrySF_Sun Kerry Sun Kerry Sun posts on X about stocks, global, $dro, target the most. They currently have [---] followers and [--] posts still getting attention that total [-----] engagements in the last [--] hours. ### Engagements: [-----] [#](/creator/twitter::907184169981112321/interactions)  - [--] Week [------] +110,763% - [--] Month [------] +940% - [--] Months [-------] +5,735% - [--] Year [-------] +83% ### Mentions: [--] [#](/creator/twitter::907184169981112321/posts_active)  - [--] Months [--] no change - [--] Year [--] -44% ### Followers: [---] [#](/creator/twitter::907184169981112321/followers)  - [--] Month [---] +7.10% - [--] Months [---] +12% - [--] Year [---] +11% ### CreatorRank: [---------] [#](/creator/twitter::907184169981112321/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) [stocks](/list/stocks) [cryptocurrencies](/list/cryptocurrencies) [countries](/list/countries) [currencies](/list/currencies) [technology brands](/list/technology-brands) **Social topic influence** [stocks](/topic/stocks), [global](/topic/global), [$dro](/topic/$dro), [target](/topic/target), [$tne](/topic/$tne), [$qor](/topic/$qor), [tech](/topic/tech) #2896, [$min](/topic/$min), [debt](/topic/debt), [market](/topic/market) **Top assets mentioned** [Minswap (MIN)](/topic/$min) [Emerson Electric Co. (EMR)](/topic/$emr) [Pulsechain (PLS)](/topic/$pls) [Central African Republic Meme (CAR)](/topic/$car) [Carlisle Companies, Inc. (CSL)](/topic/$csl) [AIHub (AIH)](/topic/$aih) [American Airlines Group Inc (AAL)](/topic/$aal) [myDID (SYL)](/topic/$syl) [Aptos (APT)](/topic/$apt) [SeaPad (SPT)](/topic/$spt) [Quantum Fart Entanglement (QFE)](/topic/$qfe) [Solo Brands, Inc. (DTC)](/topic/$dtc) [Prestige Consumer Healthcare Inc. (PBH)](/topic/$pbh) [Banksocial (BSL)](/topic/$bsl) [Bitgesell (BGL)](/topic/$bgl) [Goldman Sachs (GS)](/topic/goldman-sachs) [CargoX (CXO)](/topic/$cxo) [Morgan Stanley (MS)](/topic/morgan-stanley) [Inspect (INSP)](/topic/$insp) [Rally (RLY)](/topic/rally) [Spirit Aerosystems Holdings, Inc. (SPR)](/topic/$spr) [Ninja Squad Token (NST)](/topic/$nst) ### Top Social Posts Top posts by engagements in the last [--] hours "How all my non-trading friends are reacting to BNPL investments this week. $APT $Z1P $OPY $SZL $SPT $QFE" [X Link](https://x.com/KerrySF_Sun/status/1298587803169599489) 2020-08-26T11:47Z [---] followers, [--] engagements "Nice quarterly and pop from SaaS $NTO $DTC. Eyes on some other names that need some love $DUB $BTH" [X Link](https://x.com/KerrySF_Sun/status/1354284310249889797) 2021-01-27T04:25Z [---] followers, [--] engagements "$EMR - New gold producer - 100000/oz at US$754 AISC - Mill running at 110% FDS forecast - Probs one of the more buyable gold charts out there" [X Link](https://x.com/KerrySF_Sun/status/1459862615576825857) 2021-11-14T12:35Z [---] followers, [--] engagements "$PBH immense cash burn and capital raising overhang/risk How do they solve that problem in [--] easy step and fund growth for yrs to come Easy 12-leg multi" [X Link](https://x.com/KerrySF_Sun/status/1496029907197267970) 2022-02-22T07:51Z [---] followers, [--] engagements "$BSL - Boomer stock coming having another crack at breaking out - Probably nothing π€‘" [X Link](https://x.com/KerrySF_Sun/status/1516389518298869763) 2022-04-19T12:13Z [---] followers, [--] engagements "Morgan Stanley's Commodity Thermometer. Bullish on Uranium Platinum Thermal Coal and Aluminium. Uranium: "The physical uranium balance continues to tighten with supply disruptions and strong utility demand. We see further price upside from here."" [X Link](https://x.com/K3rry_Sun/status/1711155308880605210) 2023-10-08T23:03Z [---] followers, [---] engagements "Barrenjoey upgrades $CMM $EMR and $WHC downgrades $BGL π Capricorn Metals to OW from Neutral; $5.60 target from $5.0 Emerald Resources to Neutral from UW; $3.0 target from $2.90 Whitehaven Coal to OW from Neutral; $7.70 target from $7.15" [X Link](https://x.com/KerrySF_Sun/status/1775277594445005022) 2024-04-02T21:42Z [---] followers, [---] engagements "Oil prices cross the US$85 for the first time since late October Woodside $WDS performance" [X Link](https://x.com/K3rry_Sun/status/1775283337298592198) 2024-04-02T22:05Z [---] followers, [---] engagements "@MarkHubbard33 Some pretty abysmal forecasts (e.g. Citi expects EPS to fall from 174.3c in [----] to 53c in 2026) potential change of gov't in Senegal also a near-term risk and yeah . too keen on green" [X Link](https://x.com/K3rry_Sun/status/1775989645463204120) 2024-04-04T20:51Z [---] followers, [--] engagements "@MarkHubbard33 @WoodsideEnergy Things are getting pretty spicy for WDS "Shareholders should vote against the re-election of the oil and gas giants chairman Richard Goyder and against its climate strategy . CGI Glass Lewis has told its heavyweight investment clients." https://www.afr.com/companies/energy/influential-proxy-advisor-urges-vote-against-woodside-chairman-goyder-20240404-p5fhjo https://www.afr.com/companies/energy/influential-proxy-advisor-urges-vote-against-woodside-chairman-goyder-20240404-p5fhjo" [X Link](https://x.com/K3rry_Sun/status/1775994049360785840) 2024-04-04T21:09Z [---] followers, [--] engagements "Morgan Stanley's commodity outlook for 3Q24 Bullish #copper #gold #silver #nickel Bearish #uranium" [X Link](https://x.com/K3rry_Sun/status/1777123960502767823) 2024-04-07T23:59Z [---] followers, 27.5K engagements "Goldman Sachs on #lithium: "The recent rally in lithium prices should not be interpreted as the end of the bear market where further supply rationing is needed to reduce both the 2024e surplus and now larger surplus in 2025e ." Remains sell on $PLS $CXO $MIN and buy on $IGO" [X Link](https://x.com/KerrySF_Sun/status/1777465919415165002) 2024-04-08T22:37Z [---] followers, [---] engagements "Zip $ZIP 3Q24 looks pretty fire beneath the surface π΄QoQ figures weak - Revenue (-2.1%) transaction vol (-12.6%) and customers (-2.2%) π’Net bad debt down and margins up both QoQ YoY π’3Q23 EBTDA of $20.1m while Citi is expecting $51m for the full year" [X Link](https://x.com/KerrySF_Sun/status/1780015991856206097) 2024-04-15T23:30Z [---] followers, [---] engagements "New UK and US restrictions to ban deliveries of Russian #aluminium #copper and #nickel to LME/CME Morgan Stanley: "We see some room for temporary upside price support to these metals particularly if this dissuades traders and users from wanting to handle Russian material."" [X Link](https://x.com/K3rry_Sun/status/1780085318932390092) 2024-04-16T04:06Z [---] followers, [---] engagements "Resmed $RMD smashed overnight on GLP-1 trial outcomes which reduced apnea-hypopnea index by up to 63% Resmed -5.97% to US$173.83 (CDIs are 10:1 and after covering to AUD implies fair value of $27.00)" [X Link](https://x.com/KerrySF_Sun/status/1780722361974796666) 2024-04-17T22:17Z [---] followers, [---] engagements "@skyquake_1 Pre wild to see $RMD dump but $INSP higher "According to J.P. Morgans Robbie Marcus LLYs readout was not strong enough to indicate a threat to replace breathing machines and sleep apnea devices like the ones Inspire (INSP) markets."" [X Link](https://x.com/KerrySF_Sun/status/1780752063066177585) 2024-04-18T00:15Z [---] followers, [---] engagements "$PLS March quarter results Spod production 179.0k dmt vs. ests 175.4k Unit operating cost FOB A$675/dmt vs. ests A$660.6 Realised price $804/t vs. ests $842.4 Revenue of $192m down 27% QoQ" [X Link](https://x.com/K3rry_Sun/status/1781087131567559024) 2024-04-18T22:27Z [---] followers, [---] engagements "$PLS hit with a few downgrades post quarterly: JPMorgan downgraded to Underweight from Neutral target cut to $3.10 from $3.25 CSLA downgraded to Underperform from Outperform target cut to $3.90 from $4.0 Key concerns incl lower cash valuation and pricing adjustments" [X Link](https://x.com/K3rry_Sun/status/1782195992584233270) 2024-04-21T23:53Z [---] followers, [---] engagements "Did $PDN fall 90% or rally 811% pls send help π΅π«" [X Link](https://x.com/K3rry_Sun/status/1782288341360312713) 2024-04-22T06:00Z [---] followers, [---] engagements "$DRO Who's gonna tell him" [X Link](https://x.com/KerrySF_Sun/status/1818431697488429217) 2024-07-30T23:41Z [---] followers, [----] engagements "$DRO raising $120m at $1.15 (17% disc to last close) after raising $100m just three months ago So you're telling me they're going to raise $220m just a few months apart . while doing $24.1m revenue in 1H24 I think a new product release is coming:" [X Link](https://x.com/KerrySF_Sun/status/1818442224855658538) 2024-07-31T00:23Z [---] followers, [----] engagements "@KeviDiep I'm just sayin . you could probably build something that does the same thing with a better balance sheet/growth/growth optionality etc" [X Link](https://x.com/KerrySF_Sun/status/1833645712653099256) 2024-09-10T23:16Z [---] followers, [--] engagements "$MIN probably gets a little squeeze here after FIRB approval: [--]. Not factored into some analysts base case (so upward revision for balance sheet) [--]. Short interest has ballooned to 8.59% (from 5.5% in Jul). Will probs drive some covering" [X Link](https://x.com/KerrySF_Sun/status/1833658888778105103) 2024-09-11T00:08Z [---] followers, [---] engagements "@TRAVmoneyofmine Take a guess at the average [--] month performance of these stocks π" [X Link](https://x.com/KerrySF_Sun/status/1840999238677000339) 2024-10-01T06:16Z [---] followers, [---] engagements "Morgan Stanley's Commodity Thermometer (4 Oct) #copper #ironore #coal #gold #silver" [X Link](https://x.com/KerrySF_Sun/status/1843059698758828315) 2024-10-06T22:44Z [---] followers, [----] engagements "Hey mate how's it going $CAR: Yeah " [X Link](https://x.com/anyuser/status/1849584533865365738) 2024-10-24T22:51Z [---] followers, [----] engagements "$RSG reports a poor quarterly/guidance stock gaps down 4.1% but closes 1.1% higher Maybe the play here is to buy the gap down of all the shit quaterlies π€£" [X Link](https://x.com/KerrySF_Sun/status/1851383383404028017) 2024-10-29T21:59Z [---] followers, [---] engagements "@martinfrogers This sentence sounds awfully familiar π" [X Link](https://x.com/KerrySF_Sun/status/1882176797527457942) 2025-01-22T21:21Z [---] followers, [--] engagements "Yields are ripping which should in theory whack long-duration/growth stocks but charts like: - Dicker Data $DDR (IT hardware) - Megaport $MP1 (Network) - Audinate $AD8 (Audio tech) Are some of the most constructive charts out there " [X Link](https://x.com/KerrySF_Sun/status/1714868028549263403) 2023-10-19T04:56Z [---] followers, [---] engagements "UBS upgrades $RRL $WHC; downgrades $SFR this morn Whitehaven Coal upgraded to Buy from Hold; $8.70 target (from $6.30) Regis Resources upgraded to Neutral from Sell; $2.15 target (from $1.90) Sandfire downgraded to Neutral from Buy but target increased to $9.35 (from $8.85)" [X Link](https://x.com/KerrySF_Sun/status/1777459513660166626) 2024-04-08T22:12Z [---] followers, [---] engagements "Ansell $ANN raises $400m at $22.45 (6% discount to last close) Analysts seem to live the acquisition. Stock set to open closer to $25.00. CSLA and Macquarie both upgraded to Buy/Outperform with $27.43 avg target price" [X Link](https://x.com/KerrySF_Sun/status/1777486086182408700) 2024-04-08T23:58Z [---] followers, [---] engagements "Bank of Queensland $BOQ 1H24 not great not terrible - Cash NPAT -33% to $172m vs. $162.7 ests - NIM 1.55% vs. 1.52% ests - Cash EPS of 26c vs. 24c ests - Interim dividend of 17c in-line with consensus #8 most shorted stock with 7.31% short interest" [X Link](https://x.com/KerrySF_Sun/status/1780371483384312189) 2024-04-16T23:03Z [---] followers, [---] engagements "$BOQ +5.2% yesterday after 1H24 net profit NIM and EPS beat expectations. Citi: "However the earnings beat was arguably low quality given it was driven by lower opex (more capitalised costs) and lower BDDs. To our surprise the market received this result very well ."" [X Link](https://x.com/KerrySF_Sun/status/1780727806638571900) 2024-04-17T22:39Z [---] followers, [---] engagements "Gold at all-time highs. Shill me your top pick I can't say I have the stomach to chase the baggers like $SPR $OBM and $CYL etc. The 'old guard' aren't that interesting either (e.g. $NST $EVN) imo I'll probably take a closer look at $PRU $RMS $AWJ $GMD $RSG today" [X Link](https://x.com/KerrySF_Sun/status/1834366174521688316) 2024-09-12T22:59Z [---] followers, [---] engagements "My take on $DRO is that these directors have been working so hard that their wives all simultaneous decided to divorce them" [X Link](https://x.com/anyuser/status/1989102846881722373) 2025-11-13T22:47Z [---] followers, [----] engagements "Who's going to tell me to be greedy when others are being fearful" [X Link](https://x.com/anyuser/status/1990567300416835994) 2025-11-17T23:46Z [---] followers, [----] engagements "I don't think the market really cares about how these stocks report. We're just in the midst of a de-rating process $TNE results read well $QOR 1Q26 FCF well-ahead and FY guidance upgraded $360 also ahead and upgraded but " [X Link](https://x.com/anyuser/status/1990568141764899200) 2025-11-17T23:50Z [---] followers, [---] engagements "$QOR 1H26 (21-Oct) opened 10% higher but faded to a -0.6% close. Just goes to show where flows are going" [X Link](https://x.com/anyuser/status/1990568635241500912) 2025-11-17T23:52Z [---] followers, [---] engagements "#ASX200 closed below its 200-day moving average on Tuesday (18-Nov) after a crippling 1.9% selloff. Here's how the $XJO performed after ending such long rallies:" [X Link](https://x.com/anyuser/status/1991018613973889441) 2025-11-19T05:40Z [---] followers, [----] engagements "So Danakali $DNK sells its potash project for US$122m (after tax) or A$175m Plans to return 90% of that to shareholders $158m but the stock's market cap is $153m Free EV play no Post transaction it'll have $17.5m (10%) plus $14.9m (Cash at bank as of [--] Dec)" [X Link](https://x.com/KerrySF_Sun/status/1623272998634659841) 2023-02-08T10:50Z [---] followers, [---] engagements "Visual representation of well-informed buyers scooping up $CWY on chi-x after hours on Tuesday" [X Link](https://x.com/KerrySF_Sun/status/1782902427878121823) 2024-04-23T22:40Z [---] followers, [---] engagements "Hear me out - What if instead of buying $MIN at [--] bucks you build your own MIN with other cos that do a better job and aren't leveraged to the gills E.g. Mining services (57% NAV): $MND $NWH $MAH Lithium (27% NAV): $PLS Iron ore (17% NAV): $FMG $CIA" [X Link](https://x.com/KerrySF_Sun/status/1833638838444691960) 2024-09-10T22:49Z [---] followers, [----] engagements "I spent last night doing some analysis. Here are my revised target prices for tech stocks $WTC $XRO $TNE etc. I calculated this by shifting the decimal point one place to the left.π§ " [X Link](https://x.com/anyuser/status/2022095569028886895) 2026-02-12T23:48Z [---] followers, [----] engagements "$BOE what you see vs. what I see" [X Link](https://x.com/anyuser/status/2001435854976487736) 2025-12-17T23:34Z [---] followers, [----] engagements "More bottom-y vibes for nickel. Keen to see how $NIC trades today Nickel prices climbed after Indonesia ordered the worlds largest nickel mine PT Weda Bay to sharply cut its [----] output quota to [--] M t from [--] M t in [----] in a move aimed at tightening global supply and lifting prices. LME nickel reached $17835/t extending gains of https://t.co/PvH25W4RJl Nickel prices climbed after Indonesia ordered the worlds largest nickel mine PT Weda Bay to sharply cut its [----] output quota to [--] M t from [--] M t in [----] in a move aimed at tightening global supply and lifting prices. LME nickel reached" [X Link](https://x.com/anyuser/status/2021688304920645840) 2026-02-11T20:50Z [---] followers, [---] engagements "$CSL as ugly as it gets CEO retirement at 4:05 pm yest broad miss today (revenue NPATA divvy 2-5% below ests) Seqirus and Vifor challenges in 2H. Trading at 16x lowest since [----] so I guess valuation screens 'cheap' but we all know how cheap shit goes" [X Link](https://x.com/anyuser/status/2021369359323758700) 2026-02-10T23:43Z [---] followers, [---] engagements "Thinking out loud about recent-ish industrial IPOs. You got names like $AIH $AAL undemanding valuation but carry a bit of debt. Then you have $TEA $SYL same-ish valuation but little to no debt so room for M&A. Gobble up fragmented competitors at 2-5x EBITDA. Moon" [X Link](https://x.com/anyuser/status/2001787990520336666) 2025-12-18T22:53Z [---] followers, [---] engagements "Aussie tech index down almost 50% since September. Some say oversold but it doesn't even know what's coming: Hey Claude build me a global logistics platform with integrated accounting CRM analytics real-time location tracking deep travel expertise. Make no mistake" [X Link](https://x.com/anyuser/status/2022143966054166940) 2026-02-13T03:01Z [---] followers, [----] engagements "@kkk4914 Big shout out to tylenol" [X Link](https://x.com/KerrySF_Sun/status/2022167902506693010) 2026-02-13T04:36Z [---] followers, [---] engagements "Aussie tech index down almost 50% since September. Some say oversold but it doesn't even know what's coming: Hey Claude build me a global logistics platform with integrated accounting CRM analytics real-time location tracking deep travel expertise. Make no mistake" [X Link](https://x.com/anyuser/status/2022143966054166940) 2026-02-13T03:01Z [---] followers, [----] engagements "I spent last night doing some analysis. Here are my revised target prices for tech stocks $WTC $XRO $TNE etc. I calculated this by shifting the decimal point one place to the left.π§ " [X Link](https://x.com/anyuser/status/2022095569028886895) 2026-02-12T23:48Z [---] followers, [----] engagements "$GQG [----] numbers relatively in-line here (revenue net income closing FUM all +/-1% vs. ests) Beyond the result portfolio is getting interesting since they've been skeptical of AI (for the entire run). Not a bad time to be defensive " [X Link](https://x.com/anyuser/status/2022087998041731294) 2026-02-12T23:18Z [---] followers, [---] engagements "$WTC getting absolutely obliterated (-13pc to $40) likely from Algorhythms SemiCab platform that claims to scale freight volumes by 300-400%. A few indirect peers like CH Robinson RXO Expeditors all down double digits overnight" [X Link](https://x.com/anyuser/status/2022087567378985457) 2026-02-12T23:16Z [---] followers, [---] engagements "More bottom-y vibes for nickel. Keen to see how $NIC trades today Nickel prices climbed after Indonesia ordered the worlds largest nickel mine PT Weda Bay to sharply cut its [----] output quota to [--] M t from [--] M t in [----] in a move aimed at tightening global supply and lifting prices. LME nickel reached $17835/t extending gains of https://t.co/PvH25W4RJl Nickel prices climbed after Indonesia ordered the worlds largest nickel mine PT Weda Bay to sharply cut its [----] output quota to [--] M t from [--] M t in [----] in a move aimed at tightening global supply and lifting prices. LME nickel reached" [X Link](https://x.com/anyuser/status/2021688304920645840) 2026-02-11T20:50Z [---] followers, [---] engagements "Nickel prices climbed after Indonesia ordered the worlds largest nickel mine PT Weda Bay to sharply cut its [----] output quota to [--] M t from [--] M t in [----] in a move aimed at tightening global supply and lifting prices. LME nickel reached $17835/t extending gains of more than 20% since midDecember. Full report: #Nickel #MiningNews #EV #BatteryMetals #SupplyChain #Indonesia #Commodities https://www.mining.com/nickel-price-jumps-as-indonesias-top-mine-cuts-output/ https://www.mining.com/nickel-price-jumps-as-indonesias-top-mine-cuts-output/" [X Link](https://x.com/anyuser/status/2021626919083516284) 2026-02-11T16:46Z 86.4K followers, [----] engagements "$CSL as ugly as it gets CEO retirement at 4:05 pm yest broad miss today (revenue NPATA divvy 2-5% below ests) Seqirus and Vifor challenges in 2H. Trading at 16x lowest since [----] so I guess valuation screens 'cheap' but we all know how cheap shit goes" [X Link](https://x.com/anyuser/status/2021369359323758700) 2026-02-10T23:43Z [---] followers, [---] engagements "Thinking out loud about recent-ish industrial IPOs. You got names like $AIH $AAL undemanding valuation but carry a bit of debt. Then you have $TEA $SYL same-ish valuation but little to no debt so room for M&A. Gobble up fragmented competitors at 2-5x EBITDA. Moon" [X Link](https://x.com/anyuser/status/2001787990520336666) 2025-12-18T22:53Z [---] followers, [---] engagements "$BOE what you see vs. what I see" [X Link](https://x.com/anyuser/status/2001435854976487736) 2025-12-17T23:34Z [---] followers, [----] engagements "Still a pretty under-the-radar/underappreciated way to get #silver exposure imo" [X Link](https://x.com/anyuser/status/1998528119628771510) 2025-12-09T23:00Z [---] followers, [---] engagements "This aged incredibly well #tin" [X Link](https://x.com/anyuser/status/1996362237184024980) 2025-12-03T23:33Z [---] followers, [----] engagements "Nvidia $NVDA Q3'26 Earnings Highlights πΉ Revenue: $57.01B (Est. $55.19B) π’; UP +62% YoY; UP +22% QoQ πΉ Adj EPS: $1.30; UP +60% YoY; UP +24% QoQ πΉ Data Center Revenue: $51.2B (Est. $49.34B) π’; UP +66% YoY; UP +25% QoQ Q4'26 Guide: πΉ Revenue: $65.0B 2% (Est. $61.98B) π’ πΉ GAAP Gross Margin: 74.8% 50bps πΉ Adj Gross Margin: 75.0% 50bps πΉ GAAP OpEx: $6.7B πΉ Adj OpEx: $5.0B Segment Revenue: πΈ Blackwell platform: record data center demand with Blackwell delivering the highest performance and 10x throughput per megawatt vs prior gen in SemiAnalysis InferenceMAX benchmarks πΉ Gaming: $4.3B" [X Link](https://x.com/anyuser/status/1991256468881109437) 2025-11-19T21:25Z 126.1K followers, 172.9K engagements "#ASX200 closed below its 200-day moving average on Tuesday (18-Nov) after a crippling 1.9% selloff. Here's how the $XJO performed after ending such long rallies:" [X Link](https://x.com/anyuser/status/1991018613973889441) 2025-11-19T05:40Z [---] followers, [----] engagements "Congratulations everyone. We've all become long-term shareholders" [X Link](https://x.com/anyuser/status/1990634195224571978) 2025-11-18T04:12Z [---] followers, [----] engagements "Who's going to tell me to be greedy when others are being fearful" [X Link](https://x.com/anyuser/status/1990567300416835994) 2025-11-17T23:46Z [---] followers, [----] engagements "I don't think the market really cares about how these stocks report. We're just in the midst of a de-rating process $TNE results read well $QOR 1Q26 FCF well-ahead and FY guidance upgraded $360 also ahead and upgraded but " [X Link](https://x.com/anyuser/status/1990568141764899200) 2025-11-17T23:50Z [---] followers, [---] engagements "$QOR 1H26 (21-Oct) opened 10% higher but faded to a -0.6% close. Just goes to show where flows are going" [X Link](https://x.com/anyuser/status/1990568635241500912) 2025-11-17T23:52Z [---] followers, [---] engagements "My take on $DRO is that these directors have been working so hard that their wives all simultaneous decided to divorce them" [X Link](https://x.com/anyuser/status/1989102846881722373) 2025-11-13T22:47Z [---] followers, [----] engagements "$CBA just shy of +4.20% to $169" [X Link](https://x.com/anyuser/status/1914570349259448546) 2025-04-22T06:41Z [---] followers, [---] engagements "Hey mate how's it going $CAR: Yeah " [X Link](https://x.com/anyuser/status/1849584533865365738) 2024-10-24T22:51Z [---] followers, [----] engagements "#Tin must've had an absolute fire presentation" [X Link](https://x.com/anyuser/status/1843129520272125987) 2024-10-07T03:21Z [---] followers, [----] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@KerrySF_Sun Kerry SunKerry Sun posts on X about stocks, global, $dro, target the most. They currently have [---] followers and [--] posts still getting attention that total [-----] engagements in the last [--] hours.
Social category influence finance stocks cryptocurrencies countries currencies technology brands
Social topic influence stocks, global, $dro, target, $tne, $qor, tech #2896, $min, debt, market
Top assets mentioned Minswap (MIN) Emerson Electric Co. (EMR) Pulsechain (PLS) Central African Republic Meme (CAR) Carlisle Companies, Inc. (CSL) AIHub (AIH) American Airlines Group Inc (AAL) myDID (SYL) Aptos (APT) SeaPad (SPT) Quantum Fart Entanglement (QFE) Solo Brands, Inc. (DTC) Prestige Consumer Healthcare Inc. (PBH) Banksocial (BSL) Bitgesell (BGL) Goldman Sachs (GS) CargoX (CXO) Morgan Stanley (MS) Inspect (INSP) Rally (RLY) Spirit Aerosystems Holdings, Inc. (SPR) Ninja Squad Token (NST)
Top posts by engagements in the last [--] hours
"How all my non-trading friends are reacting to BNPL investments this week. $APT $Z1P $OPY $SZL $SPT $QFE"
X Link 2020-08-26T11:47Z [---] followers, [--] engagements
"Nice quarterly and pop from SaaS $NTO $DTC. Eyes on some other names that need some love $DUB $BTH"
X Link 2021-01-27T04:25Z [---] followers, [--] engagements
"$EMR - New gold producer - 100000/oz at US$754 AISC - Mill running at 110% FDS forecast - Probs one of the more buyable gold charts out there"
X Link 2021-11-14T12:35Z [---] followers, [--] engagements
"$PBH immense cash burn and capital raising overhang/risk How do they solve that problem in [--] easy step and fund growth for yrs to come Easy 12-leg multi"
X Link 2022-02-22T07:51Z [---] followers, [--] engagements
"$BSL - Boomer stock coming having another crack at breaking out - Probably nothing π€‘"
X Link 2022-04-19T12:13Z [---] followers, [--] engagements
"Morgan Stanley's Commodity Thermometer. Bullish on Uranium Platinum Thermal Coal and Aluminium. Uranium: "The physical uranium balance continues to tighten with supply disruptions and strong utility demand. We see further price upside from here.""
X Link 2023-10-08T23:03Z [---] followers, [---] engagements
"Barrenjoey upgrades $CMM $EMR and $WHC downgrades $BGL π Capricorn Metals to OW from Neutral; $5.60 target from $5.0 Emerald Resources to Neutral from UW; $3.0 target from $2.90 Whitehaven Coal to OW from Neutral; $7.70 target from $7.15"
X Link 2024-04-02T21:42Z [---] followers, [---] engagements
"Oil prices cross the US$85 for the first time since late October Woodside $WDS performance"
X Link 2024-04-02T22:05Z [---] followers, [---] engagements
"@MarkHubbard33 Some pretty abysmal forecasts (e.g. Citi expects EPS to fall from 174.3c in [----] to 53c in 2026) potential change of gov't in Senegal also a near-term risk and yeah . too keen on green"
X Link 2024-04-04T20:51Z [---] followers, [--] engagements
"@MarkHubbard33 @WoodsideEnergy Things are getting pretty spicy for WDS "Shareholders should vote against the re-election of the oil and gas giants chairman Richard Goyder and against its climate strategy . CGI Glass Lewis has told its heavyweight investment clients." https://www.afr.com/companies/energy/influential-proxy-advisor-urges-vote-against-woodside-chairman-goyder-20240404-p5fhjo https://www.afr.com/companies/energy/influential-proxy-advisor-urges-vote-against-woodside-chairman-goyder-20240404-p5fhjo"
X Link 2024-04-04T21:09Z [---] followers, [--] engagements
"Morgan Stanley's commodity outlook for 3Q24 Bullish #copper #gold #silver #nickel Bearish #uranium"
X Link 2024-04-07T23:59Z [---] followers, 27.5K engagements
"Goldman Sachs on #lithium: "The recent rally in lithium prices should not be interpreted as the end of the bear market where further supply rationing is needed to reduce both the 2024e surplus and now larger surplus in 2025e ." Remains sell on $PLS $CXO $MIN and buy on $IGO"
X Link 2024-04-08T22:37Z [---] followers, [---] engagements
"Zip $ZIP 3Q24 looks pretty fire beneath the surface π΄QoQ figures weak - Revenue (-2.1%) transaction vol (-12.6%) and customers (-2.2%) π’Net bad debt down and margins up both QoQ YoY π’3Q23 EBTDA of $20.1m while Citi is expecting $51m for the full year"
X Link 2024-04-15T23:30Z [---] followers, [---] engagements
"New UK and US restrictions to ban deliveries of Russian #aluminium #copper and #nickel to LME/CME Morgan Stanley: "We see some room for temporary upside price support to these metals particularly if this dissuades traders and users from wanting to handle Russian material.""
X Link 2024-04-16T04:06Z [---] followers, [---] engagements
"Resmed $RMD smashed overnight on GLP-1 trial outcomes which reduced apnea-hypopnea index by up to 63% Resmed -5.97% to US$173.83 (CDIs are 10:1 and after covering to AUD implies fair value of $27.00)"
X Link 2024-04-17T22:17Z [---] followers, [---] engagements
"@skyquake_1 Pre wild to see $RMD dump but $INSP higher "According to J.P. Morgans Robbie Marcus LLYs readout was not strong enough to indicate a threat to replace breathing machines and sleep apnea devices like the ones Inspire (INSP) markets.""
X Link 2024-04-18T00:15Z [---] followers, [---] engagements
"$PLS March quarter results Spod production 179.0k dmt vs. ests 175.4k Unit operating cost FOB A$675/dmt vs. ests A$660.6 Realised price $804/t vs. ests $842.4 Revenue of $192m down 27% QoQ"
X Link 2024-04-18T22:27Z [---] followers, [---] engagements
"$PLS hit with a few downgrades post quarterly: JPMorgan downgraded to Underweight from Neutral target cut to $3.10 from $3.25 CSLA downgraded to Underperform from Outperform target cut to $3.90 from $4.0 Key concerns incl lower cash valuation and pricing adjustments"
X Link 2024-04-21T23:53Z [---] followers, [---] engagements
"Did $PDN fall 90% or rally 811% pls send help π΅π«"
X Link 2024-04-22T06:00Z [---] followers, [---] engagements
"$DRO Who's gonna tell him"
X Link 2024-07-30T23:41Z [---] followers, [----] engagements
"$DRO raising $120m at $1.15 (17% disc to last close) after raising $100m just three months ago So you're telling me they're going to raise $220m just a few months apart . while doing $24.1m revenue in 1H24 I think a new product release is coming:"
X Link 2024-07-31T00:23Z [---] followers, [----] engagements
"@KeviDiep I'm just sayin . you could probably build something that does the same thing with a better balance sheet/growth/growth optionality etc"
X Link 2024-09-10T23:16Z [---] followers, [--] engagements
"$MIN probably gets a little squeeze here after FIRB approval: [--]. Not factored into some analysts base case (so upward revision for balance sheet) [--]. Short interest has ballooned to 8.59% (from 5.5% in Jul). Will probs drive some covering"
X Link 2024-09-11T00:08Z [---] followers, [---] engagements
"@TRAVmoneyofmine Take a guess at the average [--] month performance of these stocks π"
X Link 2024-10-01T06:16Z [---] followers, [---] engagements
"Morgan Stanley's Commodity Thermometer (4 Oct) #copper #ironore #coal #gold #silver"
X Link 2024-10-06T22:44Z [---] followers, [----] engagements
"Hey mate how's it going $CAR: Yeah "
X Link 2024-10-24T22:51Z [---] followers, [----] engagements
"$RSG reports a poor quarterly/guidance stock gaps down 4.1% but closes 1.1% higher Maybe the play here is to buy the gap down of all the shit quaterlies π€£"
X Link 2024-10-29T21:59Z [---] followers, [---] engagements
"@martinfrogers This sentence sounds awfully familiar π"
X Link 2025-01-22T21:21Z [---] followers, [--] engagements
"Yields are ripping which should in theory whack long-duration/growth stocks but charts like: - Dicker Data $DDR (IT hardware) - Megaport $MP1 (Network) - Audinate $AD8 (Audio tech) Are some of the most constructive charts out there "
X Link 2023-10-19T04:56Z [---] followers, [---] engagements
"UBS upgrades $RRL $WHC; downgrades $SFR this morn Whitehaven Coal upgraded to Buy from Hold; $8.70 target (from $6.30) Regis Resources upgraded to Neutral from Sell; $2.15 target (from $1.90) Sandfire downgraded to Neutral from Buy but target increased to $9.35 (from $8.85)"
X Link 2024-04-08T22:12Z [---] followers, [---] engagements
"Ansell $ANN raises $400m at $22.45 (6% discount to last close) Analysts seem to live the acquisition. Stock set to open closer to $25.00. CSLA and Macquarie both upgraded to Buy/Outperform with $27.43 avg target price"
X Link 2024-04-08T23:58Z [---] followers, [---] engagements
"Bank of Queensland $BOQ 1H24 not great not terrible - Cash NPAT -33% to $172m vs. $162.7 ests - NIM 1.55% vs. 1.52% ests - Cash EPS of 26c vs. 24c ests - Interim dividend of 17c in-line with consensus #8 most shorted stock with 7.31% short interest"
X Link 2024-04-16T23:03Z [---] followers, [---] engagements
"$BOQ +5.2% yesterday after 1H24 net profit NIM and EPS beat expectations. Citi: "However the earnings beat was arguably low quality given it was driven by lower opex (more capitalised costs) and lower BDDs. To our surprise the market received this result very well .""
X Link 2024-04-17T22:39Z [---] followers, [---] engagements
"Gold at all-time highs. Shill me your top pick I can't say I have the stomach to chase the baggers like $SPR $OBM and $CYL etc. The 'old guard' aren't that interesting either (e.g. $NST $EVN) imo I'll probably take a closer look at $PRU $RMS $AWJ $GMD $RSG today"
X Link 2024-09-12T22:59Z [---] followers, [---] engagements
"My take on $DRO is that these directors have been working so hard that their wives all simultaneous decided to divorce them"
X Link 2025-11-13T22:47Z [---] followers, [----] engagements
"Who's going to tell me to be greedy when others are being fearful"
X Link 2025-11-17T23:46Z [---] followers, [----] engagements
"I don't think the market really cares about how these stocks report. We're just in the midst of a de-rating process $TNE results read well $QOR 1Q26 FCF well-ahead and FY guidance upgraded $360 also ahead and upgraded but "
X Link 2025-11-17T23:50Z [---] followers, [---] engagements
"$QOR 1H26 (21-Oct) opened 10% higher but faded to a -0.6% close. Just goes to show where flows are going"
X Link 2025-11-17T23:52Z [---] followers, [---] engagements
"#ASX200 closed below its 200-day moving average on Tuesday (18-Nov) after a crippling 1.9% selloff. Here's how the $XJO performed after ending such long rallies:"
X Link 2025-11-19T05:40Z [---] followers, [----] engagements
"So Danakali $DNK sells its potash project for US$122m (after tax) or A$175m Plans to return 90% of that to shareholders $158m but the stock's market cap is $153m Free EV play no Post transaction it'll have $17.5m (10%) plus $14.9m (Cash at bank as of [--] Dec)"
X Link 2023-02-08T10:50Z [---] followers, [---] engagements
"Visual representation of well-informed buyers scooping up $CWY on chi-x after hours on Tuesday"
X Link 2024-04-23T22:40Z [---] followers, [---] engagements
"Hear me out - What if instead of buying $MIN at [--] bucks you build your own MIN with other cos that do a better job and aren't leveraged to the gills E.g. Mining services (57% NAV): $MND $NWH $MAH Lithium (27% NAV): $PLS Iron ore (17% NAV): $FMG $CIA"
X Link 2024-09-10T22:49Z [---] followers, [----] engagements
"I spent last night doing some analysis. Here are my revised target prices for tech stocks $WTC $XRO $TNE etc. I calculated this by shifting the decimal point one place to the left.π§ "
X Link 2026-02-12T23:48Z [---] followers, [----] engagements
"$BOE what you see vs. what I see"
X Link 2025-12-17T23:34Z [---] followers, [----] engagements
"More bottom-y vibes for nickel. Keen to see how $NIC trades today Nickel prices climbed after Indonesia ordered the worlds largest nickel mine PT Weda Bay to sharply cut its [----] output quota to [--] M t from [--] M t in [----] in a move aimed at tightening global supply and lifting prices. LME nickel reached $17835/t extending gains of https://t.co/PvH25W4RJl Nickel prices climbed after Indonesia ordered the worlds largest nickel mine PT Weda Bay to sharply cut its [----] output quota to [--] M t from [--] M t in [----] in a move aimed at tightening global supply and lifting prices. LME nickel reached"
X Link 2026-02-11T20:50Z [---] followers, [---] engagements
"$CSL as ugly as it gets CEO retirement at 4:05 pm yest broad miss today (revenue NPATA divvy 2-5% below ests) Seqirus and Vifor challenges in 2H. Trading at 16x lowest since [----] so I guess valuation screens 'cheap' but we all know how cheap shit goes"
X Link 2026-02-10T23:43Z [---] followers, [---] engagements
"Thinking out loud about recent-ish industrial IPOs. You got names like $AIH $AAL undemanding valuation but carry a bit of debt. Then you have $TEA $SYL same-ish valuation but little to no debt so room for M&A. Gobble up fragmented competitors at 2-5x EBITDA. Moon"
X Link 2025-12-18T22:53Z [---] followers, [---] engagements
"Aussie tech index down almost 50% since September. Some say oversold but it doesn't even know what's coming: Hey Claude build me a global logistics platform with integrated accounting CRM analytics real-time location tracking deep travel expertise. Make no mistake"
X Link 2026-02-13T03:01Z [---] followers, [----] engagements
"@kkk4914 Big shout out to tylenol"
X Link 2026-02-13T04:36Z [---] followers, [---] engagements
"Aussie tech index down almost 50% since September. Some say oversold but it doesn't even know what's coming: Hey Claude build me a global logistics platform with integrated accounting CRM analytics real-time location tracking deep travel expertise. Make no mistake"
X Link 2026-02-13T03:01Z [---] followers, [----] engagements
"I spent last night doing some analysis. Here are my revised target prices for tech stocks $WTC $XRO $TNE etc. I calculated this by shifting the decimal point one place to the left.π§ "
X Link 2026-02-12T23:48Z [---] followers, [----] engagements
"$GQG [----] numbers relatively in-line here (revenue net income closing FUM all +/-1% vs. ests) Beyond the result portfolio is getting interesting since they've been skeptical of AI (for the entire run). Not a bad time to be defensive "
X Link 2026-02-12T23:18Z [---] followers, [---] engagements
"$WTC getting absolutely obliterated (-13pc to $40) likely from Algorhythms SemiCab platform that claims to scale freight volumes by 300-400%. A few indirect peers like CH Robinson RXO Expeditors all down double digits overnight"
X Link 2026-02-12T23:16Z [---] followers, [---] engagements
"More bottom-y vibes for nickel. Keen to see how $NIC trades today Nickel prices climbed after Indonesia ordered the worlds largest nickel mine PT Weda Bay to sharply cut its [----] output quota to [--] M t from [--] M t in [----] in a move aimed at tightening global supply and lifting prices. LME nickel reached $17835/t extending gains of https://t.co/PvH25W4RJl Nickel prices climbed after Indonesia ordered the worlds largest nickel mine PT Weda Bay to sharply cut its [----] output quota to [--] M t from [--] M t in [----] in a move aimed at tightening global supply and lifting prices. LME nickel reached"
X Link 2026-02-11T20:50Z [---] followers, [---] engagements
"Nickel prices climbed after Indonesia ordered the worlds largest nickel mine PT Weda Bay to sharply cut its [----] output quota to [--] M t from [--] M t in [----] in a move aimed at tightening global supply and lifting prices. LME nickel reached $17835/t extending gains of more than 20% since midDecember. Full report: #Nickel #MiningNews #EV #BatteryMetals #SupplyChain #Indonesia #Commodities https://www.mining.com/nickel-price-jumps-as-indonesias-top-mine-cuts-output/ https://www.mining.com/nickel-price-jumps-as-indonesias-top-mine-cuts-output/"
X Link 2026-02-11T16:46Z 86.4K followers, [----] engagements
"$CSL as ugly as it gets CEO retirement at 4:05 pm yest broad miss today (revenue NPATA divvy 2-5% below ests) Seqirus and Vifor challenges in 2H. Trading at 16x lowest since [----] so I guess valuation screens 'cheap' but we all know how cheap shit goes"
X Link 2026-02-10T23:43Z [---] followers, [---] engagements
"Thinking out loud about recent-ish industrial IPOs. You got names like $AIH $AAL undemanding valuation but carry a bit of debt. Then you have $TEA $SYL same-ish valuation but little to no debt so room for M&A. Gobble up fragmented competitors at 2-5x EBITDA. Moon"
X Link 2025-12-18T22:53Z [---] followers, [---] engagements
"$BOE what you see vs. what I see"
X Link 2025-12-17T23:34Z [---] followers, [----] engagements
"Still a pretty under-the-radar/underappreciated way to get #silver exposure imo"
X Link 2025-12-09T23:00Z [---] followers, [---] engagements
"This aged incredibly well #tin"
X Link 2025-12-03T23:33Z [---] followers, [----] engagements
"Nvidia $NVDA Q3'26 Earnings Highlights πΉ Revenue: $57.01B (Est. $55.19B) π’; UP +62% YoY; UP +22% QoQ πΉ Adj EPS: $1.30; UP +60% YoY; UP +24% QoQ πΉ Data Center Revenue: $51.2B (Est. $49.34B) π’; UP +66% YoY; UP +25% QoQ Q4'26 Guide: πΉ Revenue: $65.0B 2% (Est. $61.98B) π’ πΉ GAAP Gross Margin: 74.8% 50bps πΉ Adj Gross Margin: 75.0% 50bps πΉ GAAP OpEx: $6.7B πΉ Adj OpEx: $5.0B Segment Revenue: πΈ Blackwell platform: record data center demand with Blackwell delivering the highest performance and 10x throughput per megawatt vs prior gen in SemiAnalysis InferenceMAX benchmarks πΉ Gaming: $4.3B"
X Link 2025-11-19T21:25Z 126.1K followers, 172.9K engagements
"#ASX200 closed below its 200-day moving average on Tuesday (18-Nov) after a crippling 1.9% selloff. Here's how the $XJO performed after ending such long rallies:"
X Link 2025-11-19T05:40Z [---] followers, [----] engagements
"Congratulations everyone. We've all become long-term shareholders"
X Link 2025-11-18T04:12Z [---] followers, [----] engagements
"Who's going to tell me to be greedy when others are being fearful"
X Link 2025-11-17T23:46Z [---] followers, [----] engagements
"I don't think the market really cares about how these stocks report. We're just in the midst of a de-rating process $TNE results read well $QOR 1Q26 FCF well-ahead and FY guidance upgraded $360 also ahead and upgraded but "
X Link 2025-11-17T23:50Z [---] followers, [---] engagements
"$QOR 1H26 (21-Oct) opened 10% higher but faded to a -0.6% close. Just goes to show where flows are going"
X Link 2025-11-17T23:52Z [---] followers, [---] engagements
"My take on $DRO is that these directors have been working so hard that their wives all simultaneous decided to divorce them"
X Link 2025-11-13T22:47Z [---] followers, [----] engagements
"$CBA just shy of +4.20% to $169"
X Link 2025-04-22T06:41Z [---] followers, [---] engagements
"Hey mate how's it going $CAR: Yeah "
X Link 2024-10-24T22:51Z [---] followers, [----] engagements
"#Tin must've had an absolute fire presentation"
X Link 2024-10-07T03:21Z [---] followers, [----] engagements
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