[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.] #  @jdmarkman Jon & Joe Markman 🛸 Jon & Joe Markman 🛸 posts on X about target, stocks, $barcl, citigroup the most. They currently have XXXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::15984351/interactions)  - X Week XXXXXX +264% - X Month XXXXXXX -XX% - X Months XXXXXXXXX -XX% - X Year XXXXXXXXXX +525% ### Mentions: XX [#](/creator/twitter::15984351/posts_active)  - X Week XX -XX% - X Month XXX +13% - X Months XXXXX +45% - X Year XXXXX -XXXX% ### Followers: XXXXXX [#](/creator/twitter::15984351/followers)  - X Week XXXXXX -XXXX% - X Month XXXXXX -XXXX% - X Months XXXXXX -XXXX% - X Year XXXXXX +38% ### CreatorRank: XXXXXXX [#](/creator/twitter::15984351/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) XXXXX% [finance](/list/finance) XXXXX% [technology brands](/list/technology-brands) XXXXX% [cryptocurrencies](/list/cryptocurrencies) XXXXX% [automotive brands](/list/automotive-brands) XXXX% [fashion brands](/list/fashion-brands) XXXX% **Social topic influence** [target](/topic/target) #2586, [stocks](/topic/stocks) 4.49%, [$barcl](/topic/$barcl) #115, [citigroup](/topic/citigroup) #52, [tesla](/topic/tesla) 3.37%, [$rl](/topic/$rl) #2, [$nvda](/topic/$nvda) #2799, [outperform](/topic/outperform) #66, [bearish](/topic/bearish) #480, [level](/topic/level) XXXX% **Top accounts mentioned or mentioned by** [@shanaka86](/creator/undefined) [@fredlambert](/creator/undefined) [@heartbeatrading](/creator/undefined) [@naksterz](/creator/undefined) [@itsfrankcobbs](/creator/undefined) [@scottkillips](/creator/undefined) [@natethirtyeight](/creator/undefined) [@murph_eth](/creator/undefined) [@playern2011](/creator/undefined) [@scott_killips](/creator/undefined) [@athletivept](/creator/undefined) [@shamevincent](/creator/undefined) [@renegade_56](/creator/undefined) [@mondayisoff](/creator/undefined) **Top assets mentioned** [Citigroup Inc (C)](/topic/citigroup) [Tesla, Inc. (TSLA)](/topic/tesla) [Ralph Lauren Corp (RL)](/topic/$rl) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Morgan Stanley (MS)](/topic/morgan-stanley) [Skycoin (SKY)](/topic/$sky) [XPeng Inc. (XPEV)](/topic/$xpev) [Goldman Sachs (GS)](/topic/goldman-sachs) [Amgen, Inc. (AMGN)](/topic/$amgn) [HSBC Holdings PLC (HSBC)](/topic/$hsbc) [Applied Materials, Inc. (AMAT)](/topic/$amat) [Toll Brothers, Inc. (TOL)](/topic/$tol) [Apple, Inc. (AAPL)](/topic/$aapl) [MetaBeat (BEAT)](/topic/$beat) [ALLISON TRANSMISSION HOLDINGS, INC. (ALSN)](/topic/$alsn) [Canadian Pacific Railway (CP)](/topic/$cp) [Cemex S.A.B. de C.V. (CX)](/topic/$cx) [GE Vernova Inc. (GEV)](/topic/$gev) [nCino, Inc. Common Stock (NCNO)](/topic/$ncno) [Newmont Corporation (NEM)](/topic/newmont-corporation) [EQIFi (EQX)](/topic/$eqx) [Helion (HLN)](/topic/$hln) [Iagon (IAG)](/topic/$iag) [GOSSIP-COIN (GOSS)](/topic/$goss) [Casella Waste Systems Inc (CWST)](/topic/$cwst) [Ecolab Inc. (ECL)](/topic/$ecl) [Arweave (AR)](/topic/$ar) [Cisco Systems Inc (CSCO)](/topic/$csco) [Aon PLC (AON)](/topic/$aon) [Tandem Diabetes Care, Inc. (TNDM)](/topic/$tndm) [Starbucks Corporation (SBUX)](/topic/$sbux) [Ategrity Specialty Insurance Company Holdings (ASIC)](/topic/$asic) [Enphase Energy Inc (ENPH)](/topic/$enph) [Wynn Resorts, Limited (WYNN)](/topic/$wynn) [WillScot Mobile Mini Holdings, Corp. (WSC)](/topic/$wsc) [Hippo Protocol (HP)](/topic/$hp) [T-Mobile (TMUS)](/topic/$tmus) [ICF International, Inc. (ICFI)](/topic/$icfi) [Darling Ingredients, Inc. (DAR)](/topic/darling-ingredients) [FUNtoken (FUN)](/topic/$fun) [Solv Protocol (SOLV)](/topic/$solv) [Coca-Cola FEMSA, S.A.B DE C.V (KOF)](/topic/$kof) [Coca-Cola Co (KO)](/topic/$ko) [Alien Base (ALB)](/topic/$alb) [DAR Open Network (DAR)](/topic/$dar) [Crowdstrike Holdings Inc (CRWD)](/topic/crowdstrike) [Marvell Technology Inc (MRVL)](/topic/marvell-tech) [GitLab Inc. Class A Common Stock (GTLB)](/topic/$gtlb) [American Eagle Outfitters (AEO)](/topic/$aeo) [Wormhole (W)](/topic/$w) [Okta Inc (OKTA)](/topic/$okta) [Zoetis Inc (ZTS)](/topic/$zts) [Accelerant Holdings (ARX)](/topic/$arx) [Genius Sports Limited (GENI)](/topic/$geni) [Li Auto Inc. (LI)](/topic/li-auto) [Toast, Inc. (TOST)](/topic/$tost) ### Top Social Posts Top posts by engagements in the last XX hours "$AMAT Since gapping down on worse than expected earnings Applied Materials has gone straight up" [X Link](https://x.com/jdmarkman/status/1990432649257570317) 2025-11-17T14:51Z 41.7K followers, XXX engagements "$TOL finds an early bid into the pullback" [X Link](https://x.com/jdmarkman/status/1995508552245629341) 2025-12-01T15:01Z 41.7K followers, XXX engagements "Respectfully you misunderstand the utility of the metric. You're oversimplifying stock prices then implying that everyone else doesn't get it. You don't get it and I can validate this assertion with facts. Tesla shares are less expensive today than they were in 2010 at the IPO. Shares are up 37384% since then. P/E ratios don't mean what you think they mean" [X Link](https://x.com/jdmarkman/status/1995926352424288660) 2025-12-02T18:41Z 41.7K followers, 1970 engagements "Apologies for being unpleasant. You said you were making an argument. I assumed that the argument was that you thought Tesla's share price was overvalued because its P/E ratio is high. If it's something different it did not come across in your posts. Initially Tesla shares traded like a technology company. Drivers who take their ICE vehicles in for service will immediately understand why. Now Tesla shares trade like a robotics company. The share price is not so much about the likelihood that Tesla will be successful as a robotics business. It's about the ability to change on-the-fly and a CEO" [X Link](https://x.com/jdmarkman/status/1995955609150079054) 2025-12-02T20:37Z 41.7K followers, XXX engagements "$AAPL is headed back to test the breakout at $275" [X Link](https://x.com/jdmarkman/status/1996954701967802482) 2025-12-05T14:47Z 41.7K followers, XXX engagements "Premarket Movers -- December XX Top Premarket Gainers A SPAC III Acquisition $ASPC +176.72% to $29.00: Lowfloat SPAC squeeze after an extension and heavy redemptions with no fundamental change. Enveric Biosciences $ENVB +111.49% to $12.52: Microcap biotech rally on speculative interest and recent pipelinerelated headlines. HeartBeam $BEAT +48.98% to $1.20: Cardiacdiagnostics medtech bouncing on retail momentum after prior weakness. Biodexa Pharmaceuticals $BDRX +32.92% to $5.41: Volatile biotech move tied to development updates and funding expectations. Momentus $MNTS +24.35% to $0.95:" [X Link](https://x.com/jdmarkman/status/1998745758388887758) 2025-12-10T13:24Z 41.7K followers, XXX engagements "Daily Stock Market Brief December XX TLDR: U.S. equity futures are slightly lower ahead of todays Fed decision with traders finetuning expectations for a XX bp cut and 2026 guidance. Cyclicals infrastructure and select energy services look better supported while offshore drillers and some ratesensitive defensives lag. Key releases: U.S. employment cost data (8:30 a.m. ET) wholesale trade (10:00 a.m. ET) Bank of Canada rate decision (9:45 a.m. ET). Policy focus is squarely on the Feds final 2025 meeting and signals around the 2026 easing path with trade headlines still a secondary risk. Major" [X Link](https://x.com/jdmarkman/status/1998746292931936455) 2025-12-10T13:27Z 41.7K followers, XXX engagements "$RL is back to support. This level must hold" [X Link](https://x.com/jdmarkman/status/1998770194538217674) 2025-12-10T15:02Z 41.7K followers, XXX engagements "Upgrades & Downgrades -- December X Upgrades Allison Transmission $ALSN Raymond James Outperform Strong Buy $XXX. Bayer AG $BAYRY JP Morgan Neutral Overweight. Canadian Pacific Kansas City Ltd. $CP Morgan Stanley Equal-Weight Overweight. CEMEX S.A. $CX RBC Capital Mkts Underperform Sector Perform $XXXXX. Champion Homes $SKY Barclays Equal Weight Overweight $XXX. CNX Resources $CNX JP Morgan Underweight Neutral $XX. Compass $COMP Barclays Equal Weight Overweight $XX. Devon Energy $DVN JP Morgan Neutral Overweight $XX. Equity Lifestyle Properties $ELS RBC Capital Mkts Sector Perform Outperform" [X Link](https://x.com/jdmarkman/status/1998024672298856783) 2025-12-08T13:39Z 41.7K followers, XXX engagements "$GEV No breakout today Ray" [X Link](https://x.com/jdmarkman/status/1998042444001329436) 2025-12-08T14:50Z 41.7K followers, 1783 engagements "$NVDA is still stuck and that's fine. We can wait. Bulls need a break above $188" [X Link](https://x.com/jdmarkman/status/1998410345350623455) 2025-12-09T15:12Z 41.7K followers, XXX engagements "@FredLambert Or just maybe he knows something about autonomous vehicles that you don't know. Is there any possibility that he is right and you are wrong" [X Link](https://x.com/jdmarkman/status/1998796272950726772) 2025-12-10T16:45Z 41.7K followers, XXX engagements "Upgrades & Downgrades: Upgrades: Equinox Gold $EQX RBC Capital Markets Sector Perform Outperform Gossamer Bio $GOSS UBS Neutral Buy Price Target $X Haleon plc $HLN Goldman Neutral Buy IAMGOLD $IAG RBC Capital Markets Sector Perform Outperform Price Target $XX nCino $NCNO Morgan Stanley Equal-Weight Overweight Price Target $XX Newmont Corporation $NEM RBC Capital Markets Sector Perform Outperform Price Target $XX NIKE $NKE TD Cowen Hold Buy Price Target $XX Oracle $ORCL BofA Securities Neutral Buy Price Target $XXX Rocket Companies $RKT BofA Securities Neutral Buy Price Target $XX Saia $SAIA" [X Link](https://x.com/jdmarkman/status/1965749111111487786) 2025-09-10T12:08Z 41.7K followers, XXX engagements "Upgrades & Downgrades -- November X Upgrades Antero Resources $AR upgraded by Wells Fargo from Equal Weight to Overweight; Price Target $XX. Aon $AON upgraded by Citigroup from Neutral to Buy; Price Target $XXX. Casella Waste $CWST upgraded by Barclays from Underweight to Equal Weight; Price Target $XX. Cisco $CSCO upgraded by UBS from Neutral to Buy; Price Target $XX. Ecolab $ECL upgraded by Evercore ISI from In-line to Outperform; Price Target $XXX. Edwards Lifesciences $EW upgraded by Raymond James from Market Perform to Outperform; Price Target $XX. First Bancorp $FBNC and First" [X Link](https://x.com/jdmarkman/status/1985331843558773213) 2025-11-03T13:02Z 41.7K followers, XXX engagements "Upgrades/ Downgrades -- November XX Upgrades: Tencent Music $TME: Neutral Outperform Daiwa Securities. Ategrity Specialty Insurance Company $ASIC: Neutral Buy Citigroup $XX. Mayville Engineering Company $MEC: Market Perform Outperform Northland Capital $XX. Tandem Diabetes Care $TNDM: Sell Neutral Citigroup $XXXXX. Starbucks $SBUX: Neutral Outperform Robert W. Baird $XXX. Resideo $REZI: Equal-Weight Overweight Morgan Stanley $XX. Palo Alto Networks $PANW: Neutral Overweight Piper Sandler $XXX. $MNDY: Equal-Weight Overweight Morgan Stanley $XXX. Mercury $MRCY: Outperform Strong Buy Raymond" [X Link](https://x.com/jdmarkman/status/1988596741780758787) 2025-11-12T13:16Z 41.7K followers, XXX engagements "$ENPH Short stocks that look like this. Just sayin'" [X Link](https://x.com/jdmarkman/status/1990799602615005549) 2025-11-18T15:09Z 41.7K followers, 1785 engagements "Upgrades and Downgrades -- November XX Upgrades: Wynn Resorts $WYNN Citigroup Neutral Buy target $XXX WillScot Mobile Mini $WSC Robert W. Baird Neutral Outperform target $XX PROG Holdings $PRG BTIG Research Sell Neutral target $XX DNOW Inc. $DNOW Susquehanna Neutral Positive target $XX Jack In The Box $JACK Northcoast Sell Neutral Helmerich & Payne $HP Goldman Sachs Sell Neutral target $XX Experian $EXPGY Citigroup Neutral Buy Doximity $DOCS Raymond James Outperform Strong Buy target $XX Cushman & Wakefield $CWK Citigroup Neutral Buy target $XX Cognizant Tech $CTSH William Blair Mkt Perform" [X Link](https://x.com/jdmarkman/status/1991857088960569488) 2025-11-21T13:11Z 41.7K followers, XXX engagements "$XPEV This looks like big trouble for bulls" [X Link](https://x.com/jdmarkman/status/1995510455889174752) 2025-12-01T15:09Z 41.7K followers, 1399 engagements "$HYG A question for bears. If "smart money" is so worried about a debt implosion why are junk bonds near a record high" [X Link](https://x.com/jdmarkman/status/1995511194854297678) 2025-12-01T15:11Z 41.7K followers, XXX engagements "Upgrades & Downgrades -- December X Upgrades Albemarle $ALB Baird Underperform Neutral $XXX PT. ICF International $ICFI Canaccord Genuity upgrade. Darling Ingredients $DAR TD Cowen upgrade. Six Flags Entertainment $FUN Truist Securities upgrade. T-Mobile US $TMUS Keybanc upgrade. Solventum $SOLV BTIG upgrade. Downgrades Coca-Cola Femsa $KOF Barclays downgrade. Janux Therapeutics $JANX multiple maintains post-data" [X Link](https://x.com/jdmarkman/status/1995843748186538424) 2025-12-02T13:13Z 41.7K followers, XXX engagements "Upgrades & Downgrades -- December X Upgrades American Eagle Outfitters $AEO JP Morgan (Neutral Overweight). Wayfair $W Jefferies maintains (post-downgrade note). CrowdStrike Holdings $CRWD BTIG reiterates Buy. Marvell Tech $MRVL Benchmark maintains Buy. Okta $OKTA Needham maintains Buy. GitLab $GTLB Needham maintains Buy. Zoetis $ZTS BTIG reiterates Buy. Compass Therapeutics $CMPX Canaccord Genuity initiates Buy. Linde $LIN CICC initiates coverage. NRX Pharmaceuticals $NRXP BTIG reiterates Buy. Downgrades Biohaven $BHVN HC Wainwright (Buy Neutral). Pure Storage $PSTG Needham reiterates amid" [X Link](https://x.com/jdmarkman/status/1996202565910790217) 2025-12-03T12:59Z 41.7K followers, XXX engagements "Upgrades & Downgrades -- December X Upgrades BXP $BXP Keybanc Neutral Overweight. Toast $TOST JP Morgan Neutral Overweight $XX target. Accelerant $ARX Citizens Market Perform Outperform. Genius Sports $GENI Goldman Sachs Neutral Buy. Five Below $FIVE Loop Capital Hold Buy $XXX target. Downgrades Lennar $LEN JP Morgan Overweight Neutral $XXX target. Li Auto $LI HSBC Buy Hold. $AI Northland Capital Outperform Market Perform $XX target. Synovus $SNV Keefe Bruyette Outperform Market Perform $XX target. Union Pacific $UNP Argus Buy Hold" [X Link](https://x.com/jdmarkman/status/1996568225857839258) 2025-12-04T13:12Z 41.7K followers, XXX engagements "$AMGN This isn't great" [X Link](https://x.com/jdmarkman/status/1996590642902741415) 2025-12-04T14:41Z 41.7K followers, 2598 engagements "$XLF is back near its record highs. It would be nice if bulls could break through one day soon :)" [X Link](https://x.com/jdmarkman/status/1996592717824966964) 2025-12-04T14:49Z 41.7K followers, XXX engagements "Upgrades & Downgrades -- December X Upgrades ServiceTitan $TTAN BMO Capital Outperform $XXX $XXX (Q3 beat) Ulta Beauty $ULTA Telsey Advisory Outperform $XXX $XXX (margin expansion) Samsara $IOT BMO Capital Outperform $XX $XX (IoT growth) Dollar General $DG Telsey Advisory Market Perform $XXX $XXX (stability) Downgrades Kroger $KR Telsey Advisory Outperform $XX $XX (macro uncertainty) Rubrik $RBRK BMO Capital Outperform $XXX $XXX (valuation)" [X Link](https://x.com/jdmarkman/status/1996932766164779370) 2025-12-05T13:20Z 41.7K followers, XXX engagements "$ADBE Why is Adobe breaking out from its bearish formation" [X Link](https://x.com/jdmarkman/status/1996955042234921356) 2025-12-05T14:49Z 41.7K followers, 3598 engagements "$AMGN And then there is this. Bear flags" [X Link](https://x.com/jdmarkman/status/1997043301749301327) 2025-12-05T20:40Z 41.7K followers, 1686 engagements "Morning Notebook -- December X The market noise is deafening: AI bubbles rate hikes and global conflict dominate headlines. For the trader this creates daily panic. For the serious investor it's a massive distraction from the only thing that matters: Enduring Value. Stop trying to win the daily skirmish. Our job as investors is to win the long-term war. The vast majority of stock market wealth is created by a handful of elite companies. Focusing on short-term volatility is the fatal flaw of most investors. Reject that mindset completely. Read the thread below to understand how Markman Capital" [X Link](https://x.com/jdmarkman/status/1998031433835671933) 2025-12-08T14:06Z 41.7K followers, XXX engagements "Winning the long-term war requires ignoring the transient signals and focusing on the enduring picture. For more than a century the overwhelming majority of stock market returns have been generated by a handful of elite companies. This is not marketing; it is a proven historical truth. Excessive diversification dilutes the spectacular returns created by these few winners. Our strategy is simple: Focus on finding and concentrating capital in the very best businesses. Our Focus: Secular Trends At Markman Capital we center on secular trends. These are massive long-lasting shifts in society" [X Link](https://x.com/jdmarkman/status/1998031438440980849) 2025-12-08T14:06Z 41.7K followers, XXX engagements "@FredLambert Nobody is making the argument that Optimus is autonomous at this point" [X Link](https://x.com/jdmarkman/status/1998060239808303537) 2025-12-08T16:00Z 41.7K followers, XXX engagements "@scott_killips We think $NVDA shares are being depressed today by worries over the $ORCL results this week. The $ORCL number should be a blowout. Let's see how shares react" [X Link](https://x.com/jdmarkman/status/1998424031289389106) 2025-12-09T16:06Z 41.7K followers, XXX engagements "$AMT is crashing to support at $175" [X Link](https://x.com/jdmarkman/status/1983167915831767077) 2025-10-28T13:44Z 41.7K followers, 1076 engagements "Upgrades & Downgrades -- November X Upgrades Bunge $BG Barclays Equal Weight Overweight PT $XXX Caterpillar $CAT HSBC Securities Hold Buy PT $XXX Cherry Hill Mortgage $CHMI Citizens JMP Market Perform Market Outperform PT $XXXX Suncor Energy $SU Raymond James Market Perform Outperform PT not available Super Micro Computer $SMCI Argus Hold Buy PT not available Downgrades ArcBest $ARCB Stephens Overweight Equal Weight PT $XX Coherent $COHR Northland Capital Outperform Market Perform PT $XXX Honest Company $HNST Lake Street Buy Hold PT $X Hudson Technologies $HDSN Craig Hallum Buy Hold PT $9" [X Link](https://x.com/jdmarkman/status/1986419134171599117) 2025-11-06T13:03Z 41.7K followers, XXX engagements "$RL Lots of buyers for retailers. This is a good one" [X Link](https://x.com/jdmarkman/status/1993334725667336561) 2025-11-25T15:03Z 41.7K followers, XXX engagements "$RL That's a nice pullback to the breakout level right" [X Link](https://x.com/jdmarkman/status/1996961539471868095) 2025-12-05T15:15Z 41.7K followers, XXX engagements "@HeartBeaTrading @naksterz @shanaka86 Agreed. Our clients bought $NVDA in 2015 at a split-adjusted price of XX cents per share. It is now $XXX. Tey still own the shares. And they bought $AVGO $CDNS and $ANET too. This is all well documented. Google it. Burry has no such trades on his resume" [X Link](https://x.com/jdmarkman/status/1997026224603087114) 2025-12-05T19:32Z 41.7K followers, XXX engagements "The "tilt" of the consolidation determines if a pattern is bullish or bearish. Upward tilted patterns are bearish. Downward tilts are bullish. See this $TER bullish flag. We want stocks to consolidate gains while working modestly lower on declining volume. This action is buyers digesting the new price. If price rises on declining volume during the consolidation the gains are not being digested. This is unsustainable and the price usually breaks lower" [X Link](https://x.com/jdmarkman/status/1997312205746761830) 2025-12-06T14:28Z 41.7K followers, XX engagements "$CLS Cup with handle" [X Link](https://x.com/jdmarkman/status/1998040895686611098) 2025-12-08T14:44Z 41.7K followers, XXX engagements "Upgrades & Downgrades -- December X Upgrades: Viking Holdings $VIK upgraded at Goldman Sachs reflecting a more constructive stance on balance sheet and demand resilience within cruises versus more leveraged peers. RPM International $RPM upgraded at RBC Capital highlighting confidence in earnings durability and pricing power in specialty materials. ColgatePalmolive $CL upgraded at RBC Capital with a more favorable view on defensive cashflow margins and pricing in staples. Eaton Corp $ETN upgraded at Wolfe Research aligned with structural demand for electrification grid investment and" [X Link](https://x.com/jdmarkman/status/1998383685289013758) 2025-12-09T13:26Z 41.7K followers, XXX engagements "$GS quietly makes a new high. Gee I wonder what that means" [X Link](https://x.com/jdmarkman/status/1998408134822359495) 2025-12-09T15:03Z 41.7K followers, XXX engagements "$XPEV gets rejected at the 200-day moving average again. This is bearish" [X Link](https://x.com/jdmarkman/status/1998413726781997441) 2025-12-09T15:25Z 41.7K followers, XXX engagements "Lift stops as trades move in your favor; protect gains instead of hoping theyll hold. The uncomfortable truth: hope is a lousy risk management strategy. Winners dont grow by luckthey grow because you lock in profits and let trends run with discipline. In 2021 early Tesla and Nvidia investors who trailed stops as prices surged captured massive gains. Those who left stops untouched and hoped for lost chunks on sudden pullbacks. Investors leave stops static and pray. They confuse hope with strategy. Set trailing stops that move as the trade moves. Protect profits without capping upside" [X Link](https://x.com/jdmarkman/status/1998422721844138425) 2025-12-09T16:01Z 41.7K followers, XXX engagements "Upgrades & Downgrades -- November X Upgrades NextCure $NXTC upgraded by Ladenburg Thalmann from Hold to Buy price target $XX Champion Homes $SKY upgraded by Zelman & Associates from Neutral to Buy price target $XX Sonic Automotive $SAH upgraded by Citigroup from Neutral to Buy price target $XX Unity Software $U upgraded by Macquarie from Neutral to Outperform target $XX Middleby $MIDD upgraded by JP Morgan from Neutral to Overweight target $XXX ArcelorMittal $MT upgraded by JP Morgan from Neutral to Overweight target $XX Aurinia Pharmaceuticals $AUPH upgraded by Jefferies from Hold to Buy" [X Link](https://x.com/jdmarkman/status/1986783611173867863) 2025-11-07T13:11Z 41.7K followers, XXX engagements "$AMD This is not a great pattern for bulls. Watching" [X Link](https://x.com/jdmarkman/status/1998401626575413657) 2025-12-09T14:37Z 41.7K followers, 2190 engagements "Upgrades & Downgrades -- December XX Upgrades AbbVie $ABBV: HSBC Securities upgrades from Hold to Buy highlighting a stronger outlook for core immunology/oncology cash flows; price target $XXX. PepsiCo $PEP: JPMorgan raises from Neutral to Overweight pointing to resilient demand pricing power and defensive earnings; price target $XXX. FrancoNevada $FNV: RBC Capital Markets moves from Sector Perform to Outperform citing attractive royalty leverage to gold and longduration optionality; price target $XXX. Wheaton Precious Metals $WPM: RBC Capital Markets upgrades from Sector Perform to" [X Link](https://x.com/jdmarkman/status/1998745986479333472) 2025-12-10T13:25Z 41.7K followers, XXX engagements "$QQQ hourly chart continues to drift. Not much to see here" [X Link](https://x.com/jdmarkman/status/1998763018747040008) 2025-12-10T14:33Z 41.7K followers, XXX engagements "Boredom trades are losing trades" [X Link](https://x.com/jdmarkman/status/1998814790668505472) 2025-12-10T17:59Z 41.7K followers, XXX engagements
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@jdmarkman Jon & Joe Markman 🛸Jon & Joe Markman 🛸 posts on X about target, stocks, $barcl, citigroup the most. They currently have XXXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.
Social category influence stocks XXXXX% finance XXXXX% technology brands XXXXX% cryptocurrencies XXXXX% automotive brands XXXX% fashion brands XXXX%
Social topic influence target #2586, stocks 4.49%, $barcl #115, citigroup #52, tesla 3.37%, $rl #2, $nvda #2799, outperform #66, bearish #480, level XXXX%
Top accounts mentioned or mentioned by @shanaka86 @fredlambert @heartbeatrading @naksterz @itsfrankcobbs @scottkillips @natethirtyeight @murph_eth @playern2011 @scott_killips @athletivept @shamevincent @renegade_56 @mondayisoff
Top assets mentioned Citigroup Inc (C) Tesla, Inc. (TSLA) Ralph Lauren Corp (RL) NVIDIA Corp. (NVDA) Morgan Stanley (MS) Skycoin (SKY) XPeng Inc. (XPEV) Goldman Sachs (GS) Amgen, Inc. (AMGN) HSBC Holdings PLC (HSBC) Applied Materials, Inc. (AMAT) Toll Brothers, Inc. (TOL) Apple, Inc. (AAPL) MetaBeat (BEAT) ALLISON TRANSMISSION HOLDINGS, INC. (ALSN) Canadian Pacific Railway (CP) Cemex S.A.B. de C.V. (CX) GE Vernova Inc. (GEV) nCino, Inc. Common Stock (NCNO) Newmont Corporation (NEM) EQIFi (EQX) Helion (HLN) Iagon (IAG) GOSSIP-COIN (GOSS) Casella Waste Systems Inc (CWST) Ecolab Inc. (ECL) Arweave (AR) Cisco Systems Inc (CSCO) Aon PLC (AON) Tandem Diabetes Care, Inc. (TNDM) Starbucks Corporation (SBUX) Ategrity Specialty Insurance Company Holdings (ASIC) Enphase Energy Inc (ENPH) Wynn Resorts, Limited (WYNN) WillScot Mobile Mini Holdings, Corp. (WSC) Hippo Protocol (HP) T-Mobile (TMUS) ICF International, Inc. (ICFI) Darling Ingredients, Inc. (DAR) FUNtoken (FUN) Solv Protocol (SOLV) Coca-Cola FEMSA, S.A.B DE C.V (KOF) Coca-Cola Co (KO) Alien Base (ALB) DAR Open Network (DAR) Crowdstrike Holdings Inc (CRWD) Marvell Technology Inc (MRVL) GitLab Inc. Class A Common Stock (GTLB) American Eagle Outfitters (AEO) Wormhole (W) Okta Inc (OKTA) Zoetis Inc (ZTS) Accelerant Holdings (ARX) Genius Sports Limited (GENI) Li Auto Inc. (LI) Toast, Inc. (TOST)
Top posts by engagements in the last XX hours
"$AMAT Since gapping down on worse than expected earnings Applied Materials has gone straight up"
X Link 2025-11-17T14:51Z 41.7K followers, XXX engagements
"$TOL finds an early bid into the pullback"
X Link 2025-12-01T15:01Z 41.7K followers, XXX engagements
"Respectfully you misunderstand the utility of the metric. You're oversimplifying stock prices then implying that everyone else doesn't get it. You don't get it and I can validate this assertion with facts. Tesla shares are less expensive today than they were in 2010 at the IPO. Shares are up 37384% since then. P/E ratios don't mean what you think they mean"
X Link 2025-12-02T18:41Z 41.7K followers, 1970 engagements
"Apologies for being unpleasant. You said you were making an argument. I assumed that the argument was that you thought Tesla's share price was overvalued because its P/E ratio is high. If it's something different it did not come across in your posts. Initially Tesla shares traded like a technology company. Drivers who take their ICE vehicles in for service will immediately understand why. Now Tesla shares trade like a robotics company. The share price is not so much about the likelihood that Tesla will be successful as a robotics business. It's about the ability to change on-the-fly and a CEO"
X Link 2025-12-02T20:37Z 41.7K followers, XXX engagements
"$AAPL is headed back to test the breakout at $275"
X Link 2025-12-05T14:47Z 41.7K followers, XXX engagements
"Premarket Movers -- December XX Top Premarket Gainers A SPAC III Acquisition $ASPC +176.72% to $29.00: Lowfloat SPAC squeeze after an extension and heavy redemptions with no fundamental change. Enveric Biosciences $ENVB +111.49% to $12.52: Microcap biotech rally on speculative interest and recent pipelinerelated headlines. HeartBeam $BEAT +48.98% to $1.20: Cardiacdiagnostics medtech bouncing on retail momentum after prior weakness. Biodexa Pharmaceuticals $BDRX +32.92% to $5.41: Volatile biotech move tied to development updates and funding expectations. Momentus $MNTS +24.35% to $0.95:"
X Link 2025-12-10T13:24Z 41.7K followers, XXX engagements
"Daily Stock Market Brief December XX TLDR: U.S. equity futures are slightly lower ahead of todays Fed decision with traders finetuning expectations for a XX bp cut and 2026 guidance. Cyclicals infrastructure and select energy services look better supported while offshore drillers and some ratesensitive defensives lag. Key releases: U.S. employment cost data (8:30 a.m. ET) wholesale trade (10:00 a.m. ET) Bank of Canada rate decision (9:45 a.m. ET). Policy focus is squarely on the Feds final 2025 meeting and signals around the 2026 easing path with trade headlines still a secondary risk. Major"
X Link 2025-12-10T13:27Z 41.7K followers, XXX engagements
"$RL is back to support. This level must hold"
X Link 2025-12-10T15:02Z 41.7K followers, XXX engagements
"Upgrades & Downgrades -- December X Upgrades Allison Transmission $ALSN Raymond James Outperform Strong Buy $XXX. Bayer AG $BAYRY JP Morgan Neutral Overweight. Canadian Pacific Kansas City Ltd. $CP Morgan Stanley Equal-Weight Overweight. CEMEX S.A. $CX RBC Capital Mkts Underperform Sector Perform $XXXXX. Champion Homes $SKY Barclays Equal Weight Overweight $XXX. CNX Resources $CNX JP Morgan Underweight Neutral $XX. Compass $COMP Barclays Equal Weight Overweight $XX. Devon Energy $DVN JP Morgan Neutral Overweight $XX. Equity Lifestyle Properties $ELS RBC Capital Mkts Sector Perform Outperform"
X Link 2025-12-08T13:39Z 41.7K followers, XXX engagements
"$GEV No breakout today Ray"
X Link 2025-12-08T14:50Z 41.7K followers, 1783 engagements
"$NVDA is still stuck and that's fine. We can wait. Bulls need a break above $188"
X Link 2025-12-09T15:12Z 41.7K followers, XXX engagements
"@FredLambert Or just maybe he knows something about autonomous vehicles that you don't know. Is there any possibility that he is right and you are wrong"
X Link 2025-12-10T16:45Z 41.7K followers, XXX engagements
"Upgrades & Downgrades: Upgrades: Equinox Gold $EQX RBC Capital Markets Sector Perform Outperform Gossamer Bio $GOSS UBS Neutral Buy Price Target $X Haleon plc $HLN Goldman Neutral Buy IAMGOLD $IAG RBC Capital Markets Sector Perform Outperform Price Target $XX nCino $NCNO Morgan Stanley Equal-Weight Overweight Price Target $XX Newmont Corporation $NEM RBC Capital Markets Sector Perform Outperform Price Target $XX NIKE $NKE TD Cowen Hold Buy Price Target $XX Oracle $ORCL BofA Securities Neutral Buy Price Target $XXX Rocket Companies $RKT BofA Securities Neutral Buy Price Target $XX Saia $SAIA"
X Link 2025-09-10T12:08Z 41.7K followers, XXX engagements
"Upgrades & Downgrades -- November X Upgrades Antero Resources $AR upgraded by Wells Fargo from Equal Weight to Overweight; Price Target $XX. Aon $AON upgraded by Citigroup from Neutral to Buy; Price Target $XXX. Casella Waste $CWST upgraded by Barclays from Underweight to Equal Weight; Price Target $XX. Cisco $CSCO upgraded by UBS from Neutral to Buy; Price Target $XX. Ecolab $ECL upgraded by Evercore ISI from In-line to Outperform; Price Target $XXX. Edwards Lifesciences $EW upgraded by Raymond James from Market Perform to Outperform; Price Target $XX. First Bancorp $FBNC and First"
X Link 2025-11-03T13:02Z 41.7K followers, XXX engagements
"Upgrades/ Downgrades -- November XX Upgrades: Tencent Music $TME: Neutral Outperform Daiwa Securities. Ategrity Specialty Insurance Company $ASIC: Neutral Buy Citigroup $XX. Mayville Engineering Company $MEC: Market Perform Outperform Northland Capital $XX. Tandem Diabetes Care $TNDM: Sell Neutral Citigroup $XXXXX. Starbucks $SBUX: Neutral Outperform Robert W. Baird $XXX. Resideo $REZI: Equal-Weight Overweight Morgan Stanley $XX. Palo Alto Networks $PANW: Neutral Overweight Piper Sandler $XXX. $MNDY: Equal-Weight Overweight Morgan Stanley $XXX. Mercury $MRCY: Outperform Strong Buy Raymond"
X Link 2025-11-12T13:16Z 41.7K followers, XXX engagements
"$ENPH Short stocks that look like this. Just sayin'"
X Link 2025-11-18T15:09Z 41.7K followers, 1785 engagements
"Upgrades and Downgrades -- November XX Upgrades: Wynn Resorts $WYNN Citigroup Neutral Buy target $XXX WillScot Mobile Mini $WSC Robert W. Baird Neutral Outperform target $XX PROG Holdings $PRG BTIG Research Sell Neutral target $XX DNOW Inc. $DNOW Susquehanna Neutral Positive target $XX Jack In The Box $JACK Northcoast Sell Neutral Helmerich & Payne $HP Goldman Sachs Sell Neutral target $XX Experian $EXPGY Citigroup Neutral Buy Doximity $DOCS Raymond James Outperform Strong Buy target $XX Cushman & Wakefield $CWK Citigroup Neutral Buy target $XX Cognizant Tech $CTSH William Blair Mkt Perform"
X Link 2025-11-21T13:11Z 41.7K followers, XXX engagements
"$XPEV This looks like big trouble for bulls"
X Link 2025-12-01T15:09Z 41.7K followers, 1399 engagements
"$HYG A question for bears. If "smart money" is so worried about a debt implosion why are junk bonds near a record high"
X Link 2025-12-01T15:11Z 41.7K followers, XXX engagements
"Upgrades & Downgrades -- December X Upgrades Albemarle $ALB Baird Underperform Neutral $XXX PT. ICF International $ICFI Canaccord Genuity upgrade. Darling Ingredients $DAR TD Cowen upgrade. Six Flags Entertainment $FUN Truist Securities upgrade. T-Mobile US $TMUS Keybanc upgrade. Solventum $SOLV BTIG upgrade. Downgrades Coca-Cola Femsa $KOF Barclays downgrade. Janux Therapeutics $JANX multiple maintains post-data"
X Link 2025-12-02T13:13Z 41.7K followers, XXX engagements
"Upgrades & Downgrades -- December X Upgrades American Eagle Outfitters $AEO JP Morgan (Neutral Overweight). Wayfair $W Jefferies maintains (post-downgrade note). CrowdStrike Holdings $CRWD BTIG reiterates Buy. Marvell Tech $MRVL Benchmark maintains Buy. Okta $OKTA Needham maintains Buy. GitLab $GTLB Needham maintains Buy. Zoetis $ZTS BTIG reiterates Buy. Compass Therapeutics $CMPX Canaccord Genuity initiates Buy. Linde $LIN CICC initiates coverage. NRX Pharmaceuticals $NRXP BTIG reiterates Buy. Downgrades Biohaven $BHVN HC Wainwright (Buy Neutral). Pure Storage $PSTG Needham reiterates amid"
X Link 2025-12-03T12:59Z 41.7K followers, XXX engagements
"Upgrades & Downgrades -- December X Upgrades BXP $BXP Keybanc Neutral Overweight. Toast $TOST JP Morgan Neutral Overweight $XX target. Accelerant $ARX Citizens Market Perform Outperform. Genius Sports $GENI Goldman Sachs Neutral Buy. Five Below $FIVE Loop Capital Hold Buy $XXX target. Downgrades Lennar $LEN JP Morgan Overweight Neutral $XXX target. Li Auto $LI HSBC Buy Hold. $AI Northland Capital Outperform Market Perform $XX target. Synovus $SNV Keefe Bruyette Outperform Market Perform $XX target. Union Pacific $UNP Argus Buy Hold"
X Link 2025-12-04T13:12Z 41.7K followers, XXX engagements
"$AMGN This isn't great"
X Link 2025-12-04T14:41Z 41.7K followers, 2598 engagements
"$XLF is back near its record highs. It would be nice if bulls could break through one day soon :)"
X Link 2025-12-04T14:49Z 41.7K followers, XXX engagements
"Upgrades & Downgrades -- December X Upgrades ServiceTitan $TTAN BMO Capital Outperform $XXX $XXX (Q3 beat) Ulta Beauty $ULTA Telsey Advisory Outperform $XXX $XXX (margin expansion) Samsara $IOT BMO Capital Outperform $XX $XX (IoT growth) Dollar General $DG Telsey Advisory Market Perform $XXX $XXX (stability) Downgrades Kroger $KR Telsey Advisory Outperform $XX $XX (macro uncertainty) Rubrik $RBRK BMO Capital Outperform $XXX $XXX (valuation)"
X Link 2025-12-05T13:20Z 41.7K followers, XXX engagements
"$ADBE Why is Adobe breaking out from its bearish formation"
X Link 2025-12-05T14:49Z 41.7K followers, 3598 engagements
"$AMGN And then there is this. Bear flags"
X Link 2025-12-05T20:40Z 41.7K followers, 1686 engagements
"Morning Notebook -- December X The market noise is deafening: AI bubbles rate hikes and global conflict dominate headlines. For the trader this creates daily panic. For the serious investor it's a massive distraction from the only thing that matters: Enduring Value. Stop trying to win the daily skirmish. Our job as investors is to win the long-term war. The vast majority of stock market wealth is created by a handful of elite companies. Focusing on short-term volatility is the fatal flaw of most investors. Reject that mindset completely. Read the thread below to understand how Markman Capital"
X Link 2025-12-08T14:06Z 41.7K followers, XXX engagements
"Winning the long-term war requires ignoring the transient signals and focusing on the enduring picture. For more than a century the overwhelming majority of stock market returns have been generated by a handful of elite companies. This is not marketing; it is a proven historical truth. Excessive diversification dilutes the spectacular returns created by these few winners. Our strategy is simple: Focus on finding and concentrating capital in the very best businesses. Our Focus: Secular Trends At Markman Capital we center on secular trends. These are massive long-lasting shifts in society"
X Link 2025-12-08T14:06Z 41.7K followers, XXX engagements
"@FredLambert Nobody is making the argument that Optimus is autonomous at this point"
X Link 2025-12-08T16:00Z 41.7K followers, XXX engagements
"@scott_killips We think $NVDA shares are being depressed today by worries over the $ORCL results this week. The $ORCL number should be a blowout. Let's see how shares react"
X Link 2025-12-09T16:06Z 41.7K followers, XXX engagements
"$AMT is crashing to support at $175"
X Link 2025-10-28T13:44Z 41.7K followers, 1076 engagements
"Upgrades & Downgrades -- November X Upgrades Bunge $BG Barclays Equal Weight Overweight PT $XXX Caterpillar $CAT HSBC Securities Hold Buy PT $XXX Cherry Hill Mortgage $CHMI Citizens JMP Market Perform Market Outperform PT $XXXX Suncor Energy $SU Raymond James Market Perform Outperform PT not available Super Micro Computer $SMCI Argus Hold Buy PT not available Downgrades ArcBest $ARCB Stephens Overweight Equal Weight PT $XX Coherent $COHR Northland Capital Outperform Market Perform PT $XXX Honest Company $HNST Lake Street Buy Hold PT $X Hudson Technologies $HDSN Craig Hallum Buy Hold PT $9"
X Link 2025-11-06T13:03Z 41.7K followers, XXX engagements
"$RL Lots of buyers for retailers. This is a good one"
X Link 2025-11-25T15:03Z 41.7K followers, XXX engagements
"$RL That's a nice pullback to the breakout level right"
X Link 2025-12-05T15:15Z 41.7K followers, XXX engagements
"@HeartBeaTrading @naksterz @shanaka86 Agreed. Our clients bought $NVDA in 2015 at a split-adjusted price of XX cents per share. It is now $XXX. Tey still own the shares. And they bought $AVGO $CDNS and $ANET too. This is all well documented. Google it. Burry has no such trades on his resume"
X Link 2025-12-05T19:32Z 41.7K followers, XXX engagements
"The "tilt" of the consolidation determines if a pattern is bullish or bearish. Upward tilted patterns are bearish. Downward tilts are bullish. See this $TER bullish flag. We want stocks to consolidate gains while working modestly lower on declining volume. This action is buyers digesting the new price. If price rises on declining volume during the consolidation the gains are not being digested. This is unsustainable and the price usually breaks lower"
X Link 2025-12-06T14:28Z 41.7K followers, XX engagements
"$CLS Cup with handle"
X Link 2025-12-08T14:44Z 41.7K followers, XXX engagements
"Upgrades & Downgrades -- December X Upgrades: Viking Holdings $VIK upgraded at Goldman Sachs reflecting a more constructive stance on balance sheet and demand resilience within cruises versus more leveraged peers. RPM International $RPM upgraded at RBC Capital highlighting confidence in earnings durability and pricing power in specialty materials. ColgatePalmolive $CL upgraded at RBC Capital with a more favorable view on defensive cashflow margins and pricing in staples. Eaton Corp $ETN upgraded at Wolfe Research aligned with structural demand for electrification grid investment and"
X Link 2025-12-09T13:26Z 41.7K followers, XXX engagements
"$GS quietly makes a new high. Gee I wonder what that means"
X Link 2025-12-09T15:03Z 41.7K followers, XXX engagements
"$XPEV gets rejected at the 200-day moving average again. This is bearish"
X Link 2025-12-09T15:25Z 41.7K followers, XXX engagements
"Lift stops as trades move in your favor; protect gains instead of hoping theyll hold. The uncomfortable truth: hope is a lousy risk management strategy. Winners dont grow by luckthey grow because you lock in profits and let trends run with discipline. In 2021 early Tesla and Nvidia investors who trailed stops as prices surged captured massive gains. Those who left stops untouched and hoped for lost chunks on sudden pullbacks. Investors leave stops static and pray. They confuse hope with strategy. Set trailing stops that move as the trade moves. Protect profits without capping upside"
X Link 2025-12-09T16:01Z 41.7K followers, XXX engagements
"Upgrades & Downgrades -- November X Upgrades NextCure $NXTC upgraded by Ladenburg Thalmann from Hold to Buy price target $XX Champion Homes $SKY upgraded by Zelman & Associates from Neutral to Buy price target $XX Sonic Automotive $SAH upgraded by Citigroup from Neutral to Buy price target $XX Unity Software $U upgraded by Macquarie from Neutral to Outperform target $XX Middleby $MIDD upgraded by JP Morgan from Neutral to Overweight target $XXX ArcelorMittal $MT upgraded by JP Morgan from Neutral to Overweight target $XX Aurinia Pharmaceuticals $AUPH upgraded by Jefferies from Hold to Buy"
X Link 2025-11-07T13:11Z 41.7K followers, XXX engagements
"$AMD This is not a great pattern for bulls. Watching"
X Link 2025-12-09T14:37Z 41.7K followers, 2190 engagements
"Upgrades & Downgrades -- December XX Upgrades AbbVie $ABBV: HSBC Securities upgrades from Hold to Buy highlighting a stronger outlook for core immunology/oncology cash flows; price target $XXX. PepsiCo $PEP: JPMorgan raises from Neutral to Overweight pointing to resilient demand pricing power and defensive earnings; price target $XXX. FrancoNevada $FNV: RBC Capital Markets moves from Sector Perform to Outperform citing attractive royalty leverage to gold and longduration optionality; price target $XXX. Wheaton Precious Metals $WPM: RBC Capital Markets upgrades from Sector Perform to"
X Link 2025-12-10T13:25Z 41.7K followers, XXX engagements
"$QQQ hourly chart continues to drift. Not much to see here"
X Link 2025-12-10T14:33Z 41.7K followers, XXX engagements
"Boredom trades are losing trades"
X Link 2025-12-10T17:59Z 41.7K followers, XXX engagements
/creator/x::jdmarkman