[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.] #  @TransEnergy Mike M. Mustafoglu Mike M. Mustafoglu posts on X about morgan stanley, tariffs, spx, $spx the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::19634639/interactions)  - X Week XXXXX -XX% - X Month XXXXXX +155% - X Months XXXXXX +87% - X Year XXXXXX +285% ### Mentions: XX [#](/creator/twitter::19634639/posts_active)  ### Followers: XXXXX [#](/creator/twitter::19634639/followers)  - X Week XXXXX +1.70% - X Month XXXXX +4.90% - X Months XXXXX +51% - X Year XXXXX +99% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::19634639/influencer_rank)  ### Social Influence [#](/creator/twitter::19634639/influence) --- **Social category influence** [stocks](/list/stocks) [finance](/list/finance) [technology brands](/list/technology-brands) [cryptocurrencies](/list/cryptocurrencies) [countries](/list/countries) [automotive brands](/list/automotive-brands) [social networks](/list/social-networks) [currencies](/list/currencies) [fashion brands](/list/fashion-brands) **Social topic influence** [morgan stanley](/topic/morgan-stanley), [tariffs](/topic/tariffs), [spx](/topic/spx), [$spx](/topic/$spx), [stocks](/topic/stocks), [momentum](/topic/momentum), [meta](/topic/meta), [amzn](/topic/amzn), [macro](/topic/macro), [$amzn](/topic/$amzn) **Top assets mentioned** [Morgan Stanley (MS)](/topic/morgan-stanley) [SPX6900 (SPX)](/topic/$spx) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Goldman Sachs (GS)](/topic/goldman-sachs) [Core Scientific, Inc. Common Stock (CORZ)](/topic/$corz) [Metadium (META)](/topic/$meta) [Etsy Inc (ETSY)](/topic/$etsy) [Pinterest, Inc. (PINS)](/topic/$pins) [Apple, Inc. (AAPL)](/topic/$aapl) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Telcoin (TEL)](/topic/$tel) [Lennox International, Inc. (LII)](/topic/$lii) [Lamb Weston Holdings Inc (LW)](/topic/$lw) [GE Vernova Inc. (GEV)](/topic/$gev) [Thermo Fisher Scientific Inc. (TMO)](/topic/$tmo) [TE Connectivity Ltd (TEL)](/topic/te-connectivity) [Darden Restaurants, Inc. (DRI)](/topic/$dri) [Crowdstrike Holdings Inc (CRWD)](/topic/$crwd) [Autodesk Inc (ADSK)](/topic/$adsk) [Okta Inc (OKTA)](/topic/$okta) [Linde PLC (LIN)](/topic/$lin) [DuPont de Nemours Inc (DD)](/topic/$dd) [eBay Inc (EBAY)](/topic/$ebay) [Coupang, Inc. (CPNG)](/topic/$cpng) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [IBM (IBM)](/topic/$ibm) [MongoDB, Inc. (MDB)](/topic/$mdb) [Otis Worldwide Corp (OTIS)](/topic/$otis) [Texas Instruments (TXN)](/topic/$txn) [Public Service Enterprise Group, Inc. (PEG)](/topic/$peg) [Fiserv, Inc. (FI)](/topic/$fi) [Basilisk (BSX)](/topic/$bsx) [Coherent Inc (COHR)](/topic/$cohr) [Ciena Corporation (CIEN)](/topic/$cien) [Corning Incorporated (GLW)](/topic/$glw) [Lumentum Holdings Inc. Common Stock (LITE)](/topic/$lite) [Microsoft Corp. (MSFT)](/topic/$msft) [CyberArk Software Ltd. (CYBR)](/topic/$cybr) [Fortinet Inc (FTNT)](/topic/$ftnt) [United States Cellular Corporation (USM)](/topic/$usm) [Freeport-McMoRan Inc (FCX)](/topic/$fcx) [A3S Protocol (AA)](/topic/$aa) [Teck Resources Limited (TECK)](/topic/$teck) [Airbnb Inc (ABNB)](/topic/$abnb) [Lululemon Athletica Inc (LULU)](/topic/$lulu) [AvePoint, Inc. Class A Common Stock (AVPT)](/topic/$avpt) [Eos Energy Enterprises, Inc. (EOSE)](/topic/$eose) [Intel Corporation (INTC)](/topic/$intc) [GM (GM)](/topic/$gm) [Riot Platforms, Inc. (RIOT)](/topic/$riot) [JPMorgan Chase (JPM)](/topic/$jpm) [CoreWeave, Inc. (CRWV)](/topic/$crwv) ### Top Social Posts [#](/creator/twitter::19634639/posts) --- Top posts by engagements in the last XX hours "MORGAN STANLEY RAISED ESTIMATES ON INTERNET COMPANIES $PINS $ETSY $AMZN $META $GOOGLE $AAPL --Morgan Stanley raised estimates across its U.S. internet coverage on expectations of a more favorable macro backdrop and lower China tariffs upgrading Pinterest (NYSE:PINS) to Overweight and Etsy (NASDAQ:ETSY) to Equal Weight. Amazon (NASDAQ:AMZN) remains the firms top pick while Alphabet (NASDAQ:GOOGL) is favored over Meta (NASDAQ:META) in the near term due to valuation. Brokerage expects GPU-enabled innovation and accelerating GenAI product adoption to drive revenue upside for the sector with"  [@TransEnergy](/creator/x/TransEnergy) on [X](/post/tweet/1947301056527978841) 2025-07-21 14:22:05 UTC 1345 followers, XXX engagements "Notable gainers among liquid option names this morning include Lamb Weston $LW $XXXXX +7.63 GE Vernova $GEV $XXXXXX +80.04 Thermo Fisher $TMO $XXXXXX +44.69 Lennox $LII $XXXXXX +61.74 and TE Connectivity $TEL $XXXXXX +14.47"  [@TransEnergy](/creator/x/TransEnergy) on [X](/post/tweet/1948024673067049379) 2025-07-23 14:17:29 UTC 1345 followers, XXX engagements "$XHB $ITB $DRI $PLTE Someday the low end of the existing home market will finally unlock and when it does the builders will see a richer mix of move-up buyers once again Evercores Kim wrote. Until that happens though theyll have to just keep on grinding"  [@TransEnergy](/creator/x/TransEnergy) on [X](/post/tweet/1947859964732572076) 2025-07-23 03:22:59 UTC 1345 followers, XX engagements "$OKTA $ADSK and $CRWD are the three software stocks that benefit the most from the new tax law according to Morgan Stanley"  [@TransEnergy](/creator/x/TransEnergy) on [X](/post/tweet/1944999518199534018) 2025-07-15 05:56:36 UTC 1338 followers, XXX engagements "$DD $LIN DuPont (NYSE:DD) has emerged as the new top pick in Citis latest North America Specialty Chemicals report for Q2 with analysts citing favorable earnings momentum and a clearer outlook ahead of a major corporate restructuring in the fall. Citi maintained a buy rating on DuPont and raised its 12-month target price to $XX from $XX implying an XXXX% total return including dividends. The brokerage noted it expects DuPont to report a solid second quarter particularly supported by its ElectronicsCo segment ahead of the companys planned spin-off of that unit now named Qnity on November 1."  [@TransEnergy](/creator/x/TransEnergy) on [X](/post/tweet/1942180889888190768) 2025-07-07 11:16:22 UTC 1345 followers, XX engagements "Online shopping sees the largest decrease in a decade due to tariffs $AMZN $EBAY $CPNG"  [@TransEnergy](/creator/x/TransEnergy) on [X](/post/tweet/1940226431721607357) 2025-07-02 01:50:03 UTC 1338 followers, XXX engagements "$EVTL Canaccord Genuity reduced its price target on Vertical Aerospace Ltd. $EVTL to $XXXXX from $XXXXX on Monday while maintaining a Buy rating on the electric vertical takeoff and landing (eVTOL) aircraft manufacturer. The stock currently trading at $XXXX has seen a significant decline of XX% in the past week and XX% over six months mainly because of dilution and burning cash fast"  [@TransEnergy](/creator/x/TransEnergy) on [X](/post/tweet/1944726773788246056) 2025-07-14 11:52:48 UTC 1339 followers, XXX engagements "Morgan Stanley maintained Hims Hers Health $HIMS at equalweight with a price target of $40.00"  [@TransEnergy](/creator/x/TransEnergy) on [X](/post/tweet/1944725731155554329) 2025-07-14 11:48:40 UTC 1345 followers, XX engagements "WHAT TO WATCH FOR IN $IBM ER Investors will closely watch Q2 software revenue and full-year software guidance especially around Red Hat and Transaction Processing. Additionally clarity on full-year FCF targets and cumulative AI bookings split between Software and Consulting will be critical. AI spending is seen as a potential growth driver across both segments"  [@TransEnergy](/creator/x/TransEnergy) on [X](/post/tweet/1947963484970320044) 2025-07-23 10:14:20 UTC 1345 followers, XX engagements "$MDB OPPORTUNITY TOO HARD TO IGNORE --Wolfe Research initiated coverage of MongoDB (NASDAQ:MDB) with an Outperform rating and a $XXX price target in a note Wednesday. The firm highlighted a conservative setup market tailwinds and a compelling valuation as reasons to be bullish on the stock. While its not easy defending decelerating growth with decaying margins analysts wrote we see a conservative numbers setup with improving execution and market tailwinds that at current valuations mark an opportunity too difficult to ignore Despite a XX% year-to-date decline in MongoDB shares Wolfe sees the"  [@TransEnergy](/creator/x/TransEnergy) on [X](/post/tweet/1942932000630792646) 2025-07-09 13:01:01 UTC 1345 followers, XXX engagements "$MAGS Magnificent X earnings growth far outstrips the rest of XXX stocks in $SPX"  [@TransEnergy](/creator/x/TransEnergy) on [X](/post/tweet/1947905445428900102) 2025-07-23 06:23:43 UTC 1346 followers, XX engagements "@OptionAlert Unusually heavy option volume on today's open include $PEG $TXN $FI $OTIS and $BSX"  [@TransEnergy](/creator/x/TransEnergy) on [X](/post/tweet/1948024936020459793) 2025-07-23 14:18:31 UTC 1345 followers, XX engagements "$COHR Morgan Stanley analyst Meta Marshall raised the firms price target on Coherent $COHR to $XX from $XX and keeps an Equal Weight rating on the shares. Increasing data speed needs necessitating more fiber and optical transmission has been a boon for Ciena $CIEN Corning $GLW Lumentum $LITE and Coherent which are up an average of about XX% since the beginning of 2024 the analyst tells investors. While the firm agrees that the AI opportunity is meaningful it has been more reserved on optical valuations given the competitiveness of the space relative to other AI opportunities and the fact that"  [@TransEnergy](/creator/x/TransEnergy) on [X](/post/tweet/1942586256979820608) 2025-07-08 14:07:09 UTC 1345 followers, XXX engagements "BENEFICIARIES OF $MSFT SECURITY BREACH CyberArk Software Ltd $CYBR and several other cybersecurity firms could benefit from recently exploited Microsoft security vulnerabilities according to TD Cowen analyst Shaul Eyal. The cybersecurity sector has shown strong momentum with industry leader Fortinet $FTNT delivering an impressive XX% return over the past year. On July XX the Washington Post reported that hackers had exploited a security flaw in Microsoft SharePoint Servers to target U.S. federal and state agencies universities energy companies and an Asian telecommunications company over the"  [@TransEnergy](/creator/x/TransEnergy) on [X](/post/tweet/1947468147445182852) 2025-07-22 01:26:03 UTC 1344 followers, XX engagements "JP Morgan: $USM Remains Our Top Mid-Cap Pick on Sizable Cash Distributions Near Term and Further Value Unlock. we see additional opportunities for value unlock (spectrum towers wireless partnerships) and the potential for substantial capital returns to shareholders over the next year. We reiterate our Overweight rating . and our December 2025 price target of $85"  [@TransEnergy](/creator/x/TransEnergy) on [X](/post/tweet/1944623448808099987) 2025-07-14 05:02:14 UTC 1344 followers, XX engagements "JP Morgan: $FCX OUR TOP PICK Ahead of 2Q results kicking off next week for $AA (7/16) followed by $FCX (7/23) and $TECK (7/24) we raise Dec-25 PTs for copper miners FCX/TECK to reflect higher forward-commodity pricing and easing recession risk. Multiples have re- rated off Liberation Day lows with investor sentiment relatively more resilient as trade deals begin unfolding albeit still extremely fluid. We suspect that trade policy has yet to be fully reflected in real demand with 2H risks lingering amid expectations of decelerating China growth following front-loaded activity. JPMs China"  [@TransEnergy](/creator/x/TransEnergy) on [X](/post/tweet/1943179244168736846) 2025-07-10 05:23:28 UTC 1340 followers, XX engagements "Morgan Stanley maintained Airbnb $ABNB at underweight with a price target of $XXXXXX from a prior price target of $125.00"  [@TransEnergy](/creator/x/TransEnergy) on [X](/post/tweet/1947304199047258236) 2025-07-21 14:34:34 UTC 1339 followers, XX engagements "JP Morgan: Internet Companies Were making several estimate & price target changes in conjunction with our 2Q25 Earnings Preview. Estimate increases primarily reflect better channel checks/3P data & more favorable FX (USD weakness). Higher multiples reflect 1) company-specific outperformance; 2) better macro w/lower recession risk; & 3) market multiples. We provide our updated investment thesis valuation and risks for each company herein. Price Target Changes: $AMZN (OW; $XXX to $255); $GOOGL (OW; $XXX to $200); $META (OW; $XXX to $795); $NFLX (N; $1220 to $1230); $SPOT (OW; $XXX to $780);"  [@TransEnergy](/creator/x/TransEnergy) on [X](/post/tweet/1944625458848662013) 2025-07-14 05:10:13 UTC 1345 followers, XX engagements "Goldman Sachs maintained Lululemon Athletica $LULU at neutral with a price target of $XXXXXX from a prior price target of $285.00"  [@TransEnergy](/creator/x/TransEnergy) on [X](/post/tweet/1947469081705157059) 2025-07-22 01:29:45 UTC 1345 followers, XXX engagements "$AVPT a data protection platform is "positioned well to ride the AI wave" according to Jefferies. The broker initiated coverage of AvePoint (AVPT) shares with a Buy rating and a price target of $XX citing the companys strong position to benefit from AI-driven data management needs"  [@TransEnergy](/creator/x/TransEnergy) on [X](/post/tweet/1947302390215872922) 2025-07-21 14:27:23 UTC 1344 followers, XXX engagements "$EOSE Eos Energy Enterprises Inc. stock surged XX% after the company announced it has received its second loan advance of $XXXX million from the Department of Energys Loan Programs Office. This advance completes the full draw of the first tranche totaling $XXXX million which supports the completion of the companys first state-of-the-art manufacturing line. The loan advance covers XX% of eligible costs incurred as part of Eos Energys production expansion plans related to Project AMAZE. These funds will help the company expand its operational capacity to meet growing customer demand for its"  [@TransEnergy](/creator/x/TransEnergy) on [X](/post/tweet/1940261591158558907) 2025-07-02 04:09:46 UTC 1345 followers, XXX engagements "Morgan Stanleys Earnings expectations $SPX Morgan Stanley expects a normal earnings beat rate for the second quarter with S&P XXX EPS growth forecast at X% year-over-year and sales up 4%. However the Wall Street firm sees earnings growth as skewed toward the largest tech names estimating XX% growth for the Magnificent X versus a X% decline for the remaining XXX constituents. Analysts also flagged key uncertainties ahead of the results including the extent of tariff pass-through to margins potential downward revisions to Q3/Q4 estimates and how pricing power is holding up across income groups"  [@TransEnergy](/creator/x/TransEnergy) on [X](/post/tweet/1947671416104751485) 2025-07-22 14:53:46 UTC 1345 followers, XX engagements "JP Morgan EQUITY STYLES: Rising Market Complacency with High Beta at Record Crowding Risk Reward of Low Vol Equities once again Attractive So far this year there have been three extreme crowding episodes across style factors Quality Growth / Large Size (Jan) Low Vol (April) and High Beta (current) due to rapid shifts in investor positioning the Trump Administrations pivot on policy and better-than-expected earnings amidst peak uncertainty. $SPHB $SPLV $SPX"  [@TransEnergy](/creator/x/TransEnergy) on [X](/post/tweet/1947571706626801710) 2025-07-22 08:17:33 UTC 1346 followers, XX engagements "$INTC ER-WHAT TO LOOK FOR Faced with slumping quarterly sales and a burgeoning loss Intel (NASDAQ:INTC) shareholders will want to know new CEO Lip Bu-Tans plans for the chipmakers nascent contract manufacturing business. Intel is set to report its sixth consecutive net loss on Thursday while revenue is expected to drop for a fifth straight quarter according to estimates from LSEG data. The storied chipmaker once synonymous with Americas chipmaking heft has lagged due to years of strategic missteps. Rival Nvidia $NVDA has leaped ahead in the booming artificial intelligence chip industry while"  [@TransEnergy](/creator/x/TransEnergy) on [X](/post/tweet/1947966700663497194) 2025-07-23 10:27:07 UTC 1345 followers, XX engagements "TRUMPS JAPAN TRADE DEAL SCREWS $GM AND $F The Japanese trade deal simultaneously lowers costs for Japanese auto makers and reduces the pressure on them to build more cars in the U.S. It works to the disadvantage of U.S.-based auto makers with facilities in Canada and Mexico who pay XX% tariffs"  [@TransEnergy](/creator/x/TransEnergy) on [X](/post/tweet/1948028953635037383) 2025-07-23 14:34:29 UTC 1345 followers, XX engagements "$SPX MORGAN STANLEY SEES BUYABLE 3Q PULLBACK U.S. stocks could face some short-term turbulence in the third quarter but any pullbacks may present a buying opportunity according to Morgan Stanleys top equity strategist Michael Wilson. While there should be some consolidation during 3Q we think dips are meant to be bought Wilson wrote in a Monday note. Morgan Stanley maintains a bullish outlook for the next XX months leaning toward its S&P XXX bull case of 7200 by mid-2026. Strong earnings momentum positive operating leverage and underappreciated tax savings are seen as key drivers of upside."  [@TransEnergy](/creator/x/TransEnergy) on [X](/post/tweet/1947316857494536322) 2025-07-21 15:24:52 UTC 1342 followers, XX engagements "$JPM RECOMMENDS $RIOT JPMorgan thinks CoreWeaves $CRWV potential acquisition of Core Scientific $CORZ could serve as a mark-to-market on the value of high performance computing infrastructure near major metro areas which is most relevant to Riot Platforms $RIOT. Riot owns XXX GWs less than XX miles from Austin and Dallas but trades at a meaningful discount to Core Scientific and peers the analyst tells investors in a research note. JPMorgan continues to recommend Riot and argues the company offers the most attractive relative value of any miner in its coverage universe. Core Scientific owns"  [@TransEnergy](/creator/x/TransEnergy) on [X](/post/tweet/1938562310173315336) 2025-06-27 11:37:26 UTC 1338 followers, XXX engagements "$NOW Partner Observes Business Moving Forward Despite Some Ongoing Caution in the Demand Environment Expects to Exceed 2025 Targets Sees Material Uptick in AI Pilots"  [@TransEnergy](/creator/x/TransEnergy) on [X](/post/tweet/1947573614443667835) 2025-07-22 08:25:08 UTC 1345 followers, XXX engagements "$AB $AMG $BEN $WT GOLDMAN UPGRADES SOME ASSET MANAGERS --Goldman Sachs has turned bullish on select traditional asset managers upgrading Franklin Resources (NYSE:BEN) and Affiliated Managers Group (NYSE:AMG) to Buy citing improving organic growth prospects and compelling valuations. The bank also shifted its view on AllianceBernstein (NYSE:AB) and WisdomTree Goldman Sachs said in a note published Monday. We upgrade BEN to Buy from Neutral with a 12-month price target of $XX wrote Goldman analysts pointing to the companys growing alternatives platform and moderating outflows from Traditional"  [@TransEnergy](/creator/x/TransEnergy) on [X](/post/tweet/1938555407422607750) 2025-06-27 11:10:00 UTC 1346 followers, XX engagements "TARIFFS AND RISK OF STAGFLATION TS Lombard Chief Economist Freya Beamish is cautioning investors against complacency because multiple low-grade shocks can take their toll like that of a frog in boiling water. The economy is being repeatedly pushed into the stagflation quadrant but each shock isnt enough to shift the needlehence our boiling-the-frog metaphor Beamish says. But Beamish forecasts that investors will look back to this period and realize inflation was consistently higher than bond investors were getting paid for and the economy was tilted more toward stagflation. Eventually bond"  [@TransEnergy](/creator/x/TransEnergy) on [X](/post/tweet/1947201198437646750) 2025-07-21 07:45:17 UTC 1339 followers, XX engagements "Geo Group $GEO stock soared XXX% and CoreCivic $CXW gained XXX% after the passing of Trumps tax-and-spending bill which significantly increases funding for immigrant detention"  [@TransEnergy](/creator/x/TransEnergy) on [X](/post/tweet/1942181585173762278) 2025-07-07 11:19:08 UTC 1346 followers, XXX engagements "@OptionAlert Largest open interest increases among single stock options for 7/23 include $OPEN $NVDA $TSLA $CORZ and $LCID"  [@TransEnergy](/creator/x/TransEnergy) on [X](/post/tweet/1948025075086811300) 2025-07-23 14:19:05 UTC 1345 followers, XXX engagements "Morgan Stanley maintained DoorDash $DASH at overweight with a price target of $XXXXXX from a prior price target of $220.00"  [@TransEnergy](/creator/x/TransEnergy) on [X](/post/tweet/1947304417046208759) 2025-07-21 14:35:26 UTC 1340 followers, XX engagements "Jefferies wants investors to hold on to $EXAS and $GH shares heading into a crucial summer for blood-based colorectal cancer screening readouts"  [@TransEnergy](/creator/x/TransEnergy) on [X](/post/tweet/1944958197925580814) 2025-07-15 03:12:24 UTC 1345 followers, XX engagements "The Stock Markets Momentum Is Stalling With Mag X Earnings on Deck $SPX $MAGS $XMAG $RSP"  [@TransEnergy](/creator/x/TransEnergy) on [X](/post/tweet/1947529848064278749) 2025-07-22 05:31:13 UTC 1344 followers, XX engagements "Citi analysts reiterated a Buy rating and $XXXXXX price target on AppLovin Corp $APP. The analysts comment "AppLovin reports 2Q25 results after the market closes on Wednesday August 6th. We expect 2Q25 results to fall at the high end of the companys revenue and Adj. EBITDA guidance range. We believe investors will focus on: 1) eCommerce advertising initiative; 2) launch timing of self-serve tools (we expect 4Q25); 3) implications of changes to app store fees on mobile ad spend; 4) capital allocation; and 5) updates to the competitive landscape following Unity Vector launch. Heading into"  [@TransEnergy](/creator/x/TransEnergy) on [X](/post/tweet/1944727828471157000) 2025-07-14 11:57:00 UTC 1344 followers, 1252 engagements
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Mike M. Mustafoglu posts on X about morgan stanley, tariffs, spx, $spx the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.
Social category influence stocks finance technology brands cryptocurrencies countries automotive brands social networks currencies fashion brands
Social topic influence morgan stanley, tariffs, spx, $spx, stocks, momentum, meta, amzn, macro, $amzn
Top assets mentioned Morgan Stanley (MS) SPX6900 (SPX) Amazon.com, Inc. (AMZN) Goldman Sachs (GS) Core Scientific, Inc. Common Stock (CORZ) Metadium (META) Etsy Inc (ETSY) Pinterest, Inc. (PINS) Apple, Inc. (AAPL) Alphabet Inc Class A (GOOGL) Telcoin (TEL) Lennox International, Inc. (LII) Lamb Weston Holdings Inc (LW) GE Vernova Inc. (GEV) Thermo Fisher Scientific Inc. (TMO) TE Connectivity Ltd (TEL) Darden Restaurants, Inc. (DRI) Crowdstrike Holdings Inc (CRWD) Autodesk Inc (ADSK) Okta Inc (OKTA) Linde PLC (LIN) DuPont de Nemours Inc (DD) eBay Inc (EBAY) Coupang, Inc. (CPNG) Hims & Hers Health, Inc. (HIMS) IBM (IBM) MongoDB, Inc. (MDB) Otis Worldwide Corp (OTIS) Texas Instruments (TXN) Public Service Enterprise Group, Inc. (PEG) Fiserv, Inc. (FI) Basilisk (BSX) Coherent Inc (COHR) Ciena Corporation (CIEN) Corning Incorporated (GLW) Lumentum Holdings Inc. Common Stock (LITE) Microsoft Corp. (MSFT) CyberArk Software Ltd. (CYBR) Fortinet Inc (FTNT) United States Cellular Corporation (USM) Freeport-McMoRan Inc (FCX) A3S Protocol (AA) Teck Resources Limited (TECK) Airbnb Inc (ABNB) Lululemon Athletica Inc (LULU) AvePoint, Inc. Class A Common Stock (AVPT) Eos Energy Enterprises, Inc. (EOSE) Intel Corporation (INTC) GM (GM) Riot Platforms, Inc. (RIOT) JPMorgan Chase (JPM) CoreWeave, Inc. (CRWV)
Top posts by engagements in the last XX hours
"MORGAN STANLEY RAISED ESTIMATES ON INTERNET COMPANIES $PINS $ETSY $AMZN $META $GOOGLE $AAPL --Morgan Stanley raised estimates across its U.S. internet coverage on expectations of a more favorable macro backdrop and lower China tariffs upgrading Pinterest (NYSE:PINS) to Overweight and Etsy (NASDAQ:ETSY) to Equal Weight. Amazon (NASDAQ:AMZN) remains the firms top pick while Alphabet (NASDAQ:GOOGL) is favored over Meta (NASDAQ:META) in the near term due to valuation. Brokerage expects GPU-enabled innovation and accelerating GenAI product adoption to drive revenue upside for the sector with" @TransEnergy on X 2025-07-21 14:22:05 UTC 1345 followers, XXX engagements
"Notable gainers among liquid option names this morning include Lamb Weston $LW $XXXXX +7.63 GE Vernova $GEV $XXXXXX +80.04 Thermo Fisher $TMO $XXXXXX +44.69 Lennox $LII $XXXXXX +61.74 and TE Connectivity $TEL $XXXXXX +14.47" @TransEnergy on X 2025-07-23 14:17:29 UTC 1345 followers, XXX engagements
"$XHB $ITB $DRI $PLTE Someday the low end of the existing home market will finally unlock and when it does the builders will see a richer mix of move-up buyers once again Evercores Kim wrote. Until that happens though theyll have to just keep on grinding" @TransEnergy on X 2025-07-23 03:22:59 UTC 1345 followers, XX engagements
"$OKTA $ADSK and $CRWD are the three software stocks that benefit the most from the new tax law according to Morgan Stanley" @TransEnergy on X 2025-07-15 05:56:36 UTC 1338 followers, XXX engagements
"$DD $LIN DuPont (NYSE:DD) has emerged as the new top pick in Citis latest North America Specialty Chemicals report for Q2 with analysts citing favorable earnings momentum and a clearer outlook ahead of a major corporate restructuring in the fall. Citi maintained a buy rating on DuPont and raised its 12-month target price to $XX from $XX implying an XXXX% total return including dividends. The brokerage noted it expects DuPont to report a solid second quarter particularly supported by its ElectronicsCo segment ahead of the companys planned spin-off of that unit now named Qnity on November 1." @TransEnergy on X 2025-07-07 11:16:22 UTC 1345 followers, XX engagements
"Online shopping sees the largest decrease in a decade due to tariffs $AMZN $EBAY $CPNG" @TransEnergy on X 2025-07-02 01:50:03 UTC 1338 followers, XXX engagements
"$EVTL Canaccord Genuity reduced its price target on Vertical Aerospace Ltd. $EVTL to $XXXXX from $XXXXX on Monday while maintaining a Buy rating on the electric vertical takeoff and landing (eVTOL) aircraft manufacturer. The stock currently trading at $XXXX has seen a significant decline of XX% in the past week and XX% over six months mainly because of dilution and burning cash fast" @TransEnergy on X 2025-07-14 11:52:48 UTC 1339 followers, XXX engagements
"Morgan Stanley maintained Hims Hers Health $HIMS at equalweight with a price target of $40.00" @TransEnergy on X 2025-07-14 11:48:40 UTC 1345 followers, XX engagements
"WHAT TO WATCH FOR IN $IBM ER Investors will closely watch Q2 software revenue and full-year software guidance especially around Red Hat and Transaction Processing. Additionally clarity on full-year FCF targets and cumulative AI bookings split between Software and Consulting will be critical. AI spending is seen as a potential growth driver across both segments" @TransEnergy on X 2025-07-23 10:14:20 UTC 1345 followers, XX engagements
"$MDB OPPORTUNITY TOO HARD TO IGNORE --Wolfe Research initiated coverage of MongoDB (NASDAQ:MDB) with an Outperform rating and a $XXX price target in a note Wednesday. The firm highlighted a conservative setup market tailwinds and a compelling valuation as reasons to be bullish on the stock. While its not easy defending decelerating growth with decaying margins analysts wrote we see a conservative numbers setup with improving execution and market tailwinds that at current valuations mark an opportunity too difficult to ignore Despite a XX% year-to-date decline in MongoDB shares Wolfe sees the" @TransEnergy on X 2025-07-09 13:01:01 UTC 1345 followers, XXX engagements
"$MAGS Magnificent X earnings growth far outstrips the rest of XXX stocks in $SPX" @TransEnergy on X 2025-07-23 06:23:43 UTC 1346 followers, XX engagements
"@OptionAlert Unusually heavy option volume on today's open include $PEG $TXN $FI $OTIS and $BSX" @TransEnergy on X 2025-07-23 14:18:31 UTC 1345 followers, XX engagements
"$COHR Morgan Stanley analyst Meta Marshall raised the firms price target on Coherent $COHR to $XX from $XX and keeps an Equal Weight rating on the shares. Increasing data speed needs necessitating more fiber and optical transmission has been a boon for Ciena $CIEN Corning $GLW Lumentum $LITE and Coherent which are up an average of about XX% since the beginning of 2024 the analyst tells investors. While the firm agrees that the AI opportunity is meaningful it has been more reserved on optical valuations given the competitiveness of the space relative to other AI opportunities and the fact that" @TransEnergy on X 2025-07-08 14:07:09 UTC 1345 followers, XXX engagements
"BENEFICIARIES OF $MSFT SECURITY BREACH CyberArk Software Ltd $CYBR and several other cybersecurity firms could benefit from recently exploited Microsoft security vulnerabilities according to TD Cowen analyst Shaul Eyal. The cybersecurity sector has shown strong momentum with industry leader Fortinet $FTNT delivering an impressive XX% return over the past year. On July XX the Washington Post reported that hackers had exploited a security flaw in Microsoft SharePoint Servers to target U.S. federal and state agencies universities energy companies and an Asian telecommunications company over the" @TransEnergy on X 2025-07-22 01:26:03 UTC 1344 followers, XX engagements
"JP Morgan: $USM Remains Our Top Mid-Cap Pick on Sizable Cash Distributions Near Term and Further Value Unlock. we see additional opportunities for value unlock (spectrum towers wireless partnerships) and the potential for substantial capital returns to shareholders over the next year. We reiterate our Overweight rating . and our December 2025 price target of $85" @TransEnergy on X 2025-07-14 05:02:14 UTC 1344 followers, XX engagements
"JP Morgan: $FCX OUR TOP PICK Ahead of 2Q results kicking off next week for $AA (7/16) followed by $FCX (7/23) and $TECK (7/24) we raise Dec-25 PTs for copper miners FCX/TECK to reflect higher forward-commodity pricing and easing recession risk. Multiples have re- rated off Liberation Day lows with investor sentiment relatively more resilient as trade deals begin unfolding albeit still extremely fluid. We suspect that trade policy has yet to be fully reflected in real demand with 2H risks lingering amid expectations of decelerating China growth following front-loaded activity. JPMs China" @TransEnergy on X 2025-07-10 05:23:28 UTC 1340 followers, XX engagements
"Morgan Stanley maintained Airbnb $ABNB at underweight with a price target of $XXXXXX from a prior price target of $125.00" @TransEnergy on X 2025-07-21 14:34:34 UTC 1339 followers, XX engagements
"JP Morgan: Internet Companies Were making several estimate & price target changes in conjunction with our 2Q25 Earnings Preview. Estimate increases primarily reflect better channel checks/3P data & more favorable FX (USD weakness). Higher multiples reflect 1) company-specific outperformance; 2) better macro w/lower recession risk; & 3) market multiples. We provide our updated investment thesis valuation and risks for each company herein. Price Target Changes: $AMZN (OW; $XXX to $255); $GOOGL (OW; $XXX to $200); $META (OW; $XXX to $795); $NFLX (N; $1220 to $1230); $SPOT (OW; $XXX to $780);" @TransEnergy on X 2025-07-14 05:10:13 UTC 1345 followers, XX engagements
"Goldman Sachs maintained Lululemon Athletica $LULU at neutral with a price target of $XXXXXX from a prior price target of $285.00" @TransEnergy on X 2025-07-22 01:29:45 UTC 1345 followers, XXX engagements
"$AVPT a data protection platform is "positioned well to ride the AI wave" according to Jefferies. The broker initiated coverage of AvePoint (AVPT) shares with a Buy rating and a price target of $XX citing the companys strong position to benefit from AI-driven data management needs" @TransEnergy on X 2025-07-21 14:27:23 UTC 1344 followers, XXX engagements
"$EOSE Eos Energy Enterprises Inc. stock surged XX% after the company announced it has received its second loan advance of $XXXX million from the Department of Energys Loan Programs Office. This advance completes the full draw of the first tranche totaling $XXXX million which supports the completion of the companys first state-of-the-art manufacturing line. The loan advance covers XX% of eligible costs incurred as part of Eos Energys production expansion plans related to Project AMAZE. These funds will help the company expand its operational capacity to meet growing customer demand for its" @TransEnergy on X 2025-07-02 04:09:46 UTC 1345 followers, XXX engagements
"Morgan Stanleys Earnings expectations $SPX Morgan Stanley expects a normal earnings beat rate for the second quarter with S&P XXX EPS growth forecast at X% year-over-year and sales up 4%. However the Wall Street firm sees earnings growth as skewed toward the largest tech names estimating XX% growth for the Magnificent X versus a X% decline for the remaining XXX constituents. Analysts also flagged key uncertainties ahead of the results including the extent of tariff pass-through to margins potential downward revisions to Q3/Q4 estimates and how pricing power is holding up across income groups" @TransEnergy on X 2025-07-22 14:53:46 UTC 1345 followers, XX engagements
"JP Morgan EQUITY STYLES: Rising Market Complacency with High Beta at Record Crowding Risk Reward of Low Vol Equities once again Attractive So far this year there have been three extreme crowding episodes across style factors Quality Growth / Large Size (Jan) Low Vol (April) and High Beta (current) due to rapid shifts in investor positioning the Trump Administrations pivot on policy and better-than-expected earnings amidst peak uncertainty. $SPHB $SPLV $SPX" @TransEnergy on X 2025-07-22 08:17:33 UTC 1346 followers, XX engagements
"$INTC ER-WHAT TO LOOK FOR Faced with slumping quarterly sales and a burgeoning loss Intel (NASDAQ:INTC) shareholders will want to know new CEO Lip Bu-Tans plans for the chipmakers nascent contract manufacturing business. Intel is set to report its sixth consecutive net loss on Thursday while revenue is expected to drop for a fifth straight quarter according to estimates from LSEG data. The storied chipmaker once synonymous with Americas chipmaking heft has lagged due to years of strategic missteps. Rival Nvidia $NVDA has leaped ahead in the booming artificial intelligence chip industry while" @TransEnergy on X 2025-07-23 10:27:07 UTC 1345 followers, XX engagements
"TRUMPS JAPAN TRADE DEAL SCREWS $GM AND $F The Japanese trade deal simultaneously lowers costs for Japanese auto makers and reduces the pressure on them to build more cars in the U.S. It works to the disadvantage of U.S.-based auto makers with facilities in Canada and Mexico who pay XX% tariffs" @TransEnergy on X 2025-07-23 14:34:29 UTC 1345 followers, XX engagements
"$SPX MORGAN STANLEY SEES BUYABLE 3Q PULLBACK U.S. stocks could face some short-term turbulence in the third quarter but any pullbacks may present a buying opportunity according to Morgan Stanleys top equity strategist Michael Wilson. While there should be some consolidation during 3Q we think dips are meant to be bought Wilson wrote in a Monday note. Morgan Stanley maintains a bullish outlook for the next XX months leaning toward its S&P XXX bull case of 7200 by mid-2026. Strong earnings momentum positive operating leverage and underappreciated tax savings are seen as key drivers of upside." @TransEnergy on X 2025-07-21 15:24:52 UTC 1342 followers, XX engagements
"$JPM RECOMMENDS $RIOT JPMorgan thinks CoreWeaves $CRWV potential acquisition of Core Scientific $CORZ could serve as a mark-to-market on the value of high performance computing infrastructure near major metro areas which is most relevant to Riot Platforms $RIOT. Riot owns XXX GWs less than XX miles from Austin and Dallas but trades at a meaningful discount to Core Scientific and peers the analyst tells investors in a research note. JPMorgan continues to recommend Riot and argues the company offers the most attractive relative value of any miner in its coverage universe. Core Scientific owns" @TransEnergy on X 2025-06-27 11:37:26 UTC 1338 followers, XXX engagements
"$NOW Partner Observes Business Moving Forward Despite Some Ongoing Caution in the Demand Environment Expects to Exceed 2025 Targets Sees Material Uptick in AI Pilots" @TransEnergy on X 2025-07-22 08:25:08 UTC 1345 followers, XXX engagements
"$AB $AMG $BEN $WT GOLDMAN UPGRADES SOME ASSET MANAGERS --Goldman Sachs has turned bullish on select traditional asset managers upgrading Franklin Resources (NYSE:BEN) and Affiliated Managers Group (NYSE:AMG) to Buy citing improving organic growth prospects and compelling valuations. The bank also shifted its view on AllianceBernstein (NYSE:AB) and WisdomTree Goldman Sachs said in a note published Monday. We upgrade BEN to Buy from Neutral with a 12-month price target of $XX wrote Goldman analysts pointing to the companys growing alternatives platform and moderating outflows from Traditional" @TransEnergy on X 2025-06-27 11:10:00 UTC 1346 followers, XX engagements
"TARIFFS AND RISK OF STAGFLATION TS Lombard Chief Economist Freya Beamish is cautioning investors against complacency because multiple low-grade shocks can take their toll like that of a frog in boiling water. The economy is being repeatedly pushed into the stagflation quadrant but each shock isnt enough to shift the needlehence our boiling-the-frog metaphor Beamish says. But Beamish forecasts that investors will look back to this period and realize inflation was consistently higher than bond investors were getting paid for and the economy was tilted more toward stagflation. Eventually bond" @TransEnergy on X 2025-07-21 07:45:17 UTC 1339 followers, XX engagements
"Geo Group $GEO stock soared XXX% and CoreCivic $CXW gained XXX% after the passing of Trumps tax-and-spending bill which significantly increases funding for immigrant detention" @TransEnergy on X 2025-07-07 11:19:08 UTC 1346 followers, XXX engagements
"@OptionAlert Largest open interest increases among single stock options for 7/23 include $OPEN $NVDA $TSLA $CORZ and $LCID" @TransEnergy on X 2025-07-23 14:19:05 UTC 1345 followers, XXX engagements
"Morgan Stanley maintained DoorDash $DASH at overweight with a price target of $XXXXXX from a prior price target of $220.00" @TransEnergy on X 2025-07-21 14:35:26 UTC 1340 followers, XX engagements
"Jefferies wants investors to hold on to $EXAS and $GH shares heading into a crucial summer for blood-based colorectal cancer screening readouts" @TransEnergy on X 2025-07-15 03:12:24 UTC 1345 followers, XX engagements
"The Stock Markets Momentum Is Stalling With Mag X Earnings on Deck $SPX $MAGS $XMAG $RSP" @TransEnergy on X 2025-07-22 05:31:13 UTC 1344 followers, XX engagements
"Citi analysts reiterated a Buy rating and $XXXXXX price target on AppLovin Corp $APP. The analysts comment "AppLovin reports 2Q25 results after the market closes on Wednesday August 6th. We expect 2Q25 results to fall at the high end of the companys revenue and Adj. EBITDA guidance range. We believe investors will focus on: 1) eCommerce advertising initiative; 2) launch timing of self-serve tools (we expect 4Q25); 3) implications of changes to app store fees on mobile ad spend; 4) capital allocation; and 5) updates to the competitive landscape following Unity Vector launch. Heading into" @TransEnergy on X 2025-07-14 11:57:00 UTC 1344 followers, 1252 engagements
/creator/x::TransEnergy