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# ![@schaeffers Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::22814481.png) @schaeffers Schaeffer's Investment Research

Several major companies are set to report earnings, including Airbnb, Block, and Datadog, with implied earnings moves ranging from XXXX% to 19.6%. Datadog's earnings report caused its stock to surge to a 4-year high. Meanwhile, market trends indicate that tech stocks are experiencing volatility, and retail investors are expected to support stocks into year-end.

### Engagements: XXXXXX [#](/creator/twitter::22814481/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::22814481/c:line/m:interactions.svg)

- X Week XXXXXXX +26%
- X Month XXXXXXX -X%
- X Months XXXXXXXXX +2,101%
- X Year XXXXXXXXX +2,443%

### Mentions: XXX [#](/creator/twitter::22814481/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::22814481/c:line/m:posts_active.svg)

- X Week XXX -XX%
- X Month XXXXX -XX%
- X Months XXXXX +810%
- X Year XXXXX +2,713%

### Followers: XXXXXX [#](/creator/twitter::22814481/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::22814481/c:line/m:followers.svg)

- X Week XXXXXX +0.94%
- X Month XXXXXX +3.90%
- X Months XXXXXX +42%
- X Year XXXXXX +51%

### CreatorRank: XXXXXXX [#](/creator/twitter::22814481/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::22814481/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  XXXXX% [stocks](/list/stocks)  XXXXX% [technology brands](/list/technology-brands)  XXXXX% [cryptocurrencies](/list/cryptocurrencies)  #4272 [fashion brands](/list/fashion-brands)  XXXX% [countries](/list/countries)  XXXX% [exchanges](/list/exchanges)  #1861 [automotive brands](/list/automotive-brands)  XXXX% [travel destinations](/list/travel-destinations)  XXXX% [currencies](/list/currencies)  XXXX%

**Social topic influence**
[ai](/topic/ai) 4.84%, [$spx](/topic/$spx) #99, [bullish](/topic/bullish) #425, [stocks](/topic/stocks) #3167, [$nflx](/topic/$nflx) #102, [sentiment](/topic/sentiment) #355, [$dji](/topic/$dji) #4, [dji](/topic/dji) #555, [strong](/topic/strong) 2.53%, [$ixic](/topic/$ixic) #1

**Top accounts mentioned or mentioned by**
[@tenaglia_john](/creator/undefined) [@nasdaqexchange](/creator/undefined) [@deadline](/creator/undefined) [@theinformation](/creator/undefined) [@testacc46997390](/creator/undefined) [@marketprophit](/creator/undefined) [@morganstanley](/creator/undefined) [@kalshi](/creator/undefined) [@optionsclearing](/creator/undefined) [@synopsys](/creator/undefined) [@cgasparino](/creator/undefined) [@wbd](/creator/undefined) [@netflix](/creator/undefined) [@nypost](/creator/undefined) [@almanactraders](/creator/undefined) [@tipranks](/creator/undefined) [@dowjones](/creator/undefined) [@jeffmacke](/creator/undefined) [@seekingalpha](/creator/undefined) [@wsj](/creator/undefined)

**Top assets mentioned**
[SPX6900 (SPX)](/topic/$spx) [Netflix Inc (NFLX)](/topic/$nflx) [Doge Jones Industrial Average (DJI)](/topic/$dji) [Warner Bros Discovery, Inc. (WBD)](/topic/$wbd) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Marvell Technology Inc (MRVL)](/topic/$mrvl) [Paramount Skydance Corporation Class B Common Stock (PSKY)](/topic/$psky) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [American Eagle Outfitters (AEO)](/topic/$aeo) [Cream (CRM)](/topic/$crm) [Intel Corporation (INTC)](/topic/$intc) [Adobe, Inc. (ADBE)](/topic/$adbe) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Lululemon Athletica Inc (LULU)](/topic/$lulu) [Snowflake, Inc. (SNOW)](/topic/$snow) [Credo Technology Group Holding Ltd Ordinary Shares (CRDO)](/topic/$crdo) [Comcast Corporation (CMCSA)](/topic/$cmcsa) [HP Inc (HPQ)](/topic/$hpq) [Metadium (META)](/topic/$meta) [Carvana Co. (CVNA)](/topic/$cvna) [UiPath, Inc. (PATH)](/topic/$path) [Crowdstrike Holdings Inc (CRWD)](/topic/$crwd) [Western Digital Corp (WDC)](/topic/$wdc) [Okta Inc (OKTA)](/topic/$okta) [Kroger Co (KR)](/topic/$kr) [Wynn Resorts, Limited (WYNN)](/topic/$wynn) [Bitcoin (BTC)](/topic/$btc) [Pure Storage, Inc. (PSTG)](/topic/$pstg) [Ulta Beauty Inc (ULTA)](/topic/$ulta) [IonQ, Inc. (IONQ)](/topic/$ionq) [SATS (Ordinals) (SATS)](/topic/$sats) [Regeneron Pharmaceuticals Inc (REGN)](/topic/$regn) [Costco Hot Dog (COST)](/topic/$cost) [Builders FirstSource, Inc. (BLDR)](/topic/$bldr) [Trade Desk, Inc. (TTD)](/topic/$ttd) [CoreWeave, Inc. (CRWV)](/topic/$crwv) [Oracle Corporation (ORCL)](/topic/$orcl) [Novo-Nordisk (NVO)](/topic/$nvo) [Eli Lilly and Company (LLY)](/topic/$lly) [Apple, Inc. (AAPL)](/topic/$aapl) [Docusign Inc (DOCU)](/topic/$docu) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Microsoft Corp. (MSFT)](/topic/microsoft) [DAOLaunch (DAL)](/topic/$dal) [Micron Technology, Inc. (MU)](/topic/$mu) [QUALCOMM, Inc. (QCOM)](/topic/$qcom) [retard to retired (R/R)](/topic/$rr) [Bristol-Myers Squibb Co (BMY)](/topic/$bmy) [VALE S.A. (VALE)](/topic/$vale) [GitLab Inc. Class A Common Stock (GTLB)](/topic/$gtlb) [BigBear.ai Holdings, Inc. (BBAI)](/topic/$bbai) [Rigetti Computing, Inc. Common Stock (RGTI)](/topic/$rgti) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [Morgan Stanley (MS)](/topic/morgan-stanley)
### Top Social Posts
Top posts by engagements in the last XX hours

"WSJ: $LULU tops U.S. companies with Canadian revenue exposure with approx. XX% of its total revenue comes from CA well ahead of peers like $VTR $CF $XOM $F & $WELL. This is an impactful layer to the current Lululemon stock breakout setup"  
[X Link](https://x.com/schaeffers/status/1982831954648281153)  2025-10-27T15:29Z 12.3K followers, XXX engagements


"$NVDA and $DTEGY just officially unveiled 1B Industrial AI Cloud in Munich powered by 10K Blackwell GPUs & 1K+ DGX B200 systems $SAP will be first customer (w/ $SIEGY Agile Robots & Perplexity on board). AI data center launches 1Q26 to make Germany a sovereign AI hub"  
[X Link](https://x.com/schaeffers/status/1985717305213665548)  2025-11-04T14:34Z 12.3K followers, XXX engagements


"$MU poppin as Susquehanna hikes PT XX% to $XXX Micron riding strong HBM3e pricing momentum across Asia while SK Hynix delays HBM4 ramp to sync w/ Nvidia Rubin. Overseas is surging & U.S. eyeing potential ADRs. this may keep near-term demand tilted to Microns HBM3e lineup"  
[X Link](https://x.com/schaeffers/status/1998013537151492345)  2025-12-08T12:55Z 12.3K followers, XXX engagements


"Today's Unusual Options Activity 12/3/25: $NFLX $XLI $MRVL $CRM $ONDS $NE $IRBT $SNOW $PATH $QCOM $CAPR $RR $CRWD $BMY $POET $AA $WDC $VALE $GTLB $OKTA $AEO $KR"  
[X Link](https://x.com/schaeffers/status/1996335653093884141)  2025-12-03T21:48Z 12.3K followers, XXX engagements


"Paramount-Skydance $PSKY options are ripping: 34K calls already traded 3x the norm & 6x the norm w/ puts (heavy selling to open at Feb 17Cs). Analysts havent reacted yet but w/ XX of XX rating it "hold" or worse upgrades could add fuel. SI +13.8% now 6+ days to cover"  
[X Link](https://x.com/schaeffers/status/1998122508046762119)  2025-12-08T20:08Z 12.3K followers, XXX engagements


"Stocks slipped today as investors await the Fed meeting. $DJI -XXX% (-215 pts) to 47739 $SPX -XXX% to 6846 $IXIC -XXX% to 23546 Treasury yields moved higher ahead of Weds policy decision"  
[X Link](https://x.com/schaeffers/status/1998143695087108502)  2025-12-08T21:32Z 12.3K followers, XXX engagements


"Market breadth skewed negative today. NYSE decliners outpaced advancers roughly 2-to-1 w/ down volume topping up volume by nearly 300M shares. The Nasdaq also leaned bearish w/ 7063 decliners vs. 4006 advancers as down volume narrowly exceeded up volume"  
[X Link](https://x.com/schaeffers/status/1998154744372801812)  2025-12-08T22:16Z 12.3K followers, XXX engagements


"The AACR-NCI-EORTC Conference on Molecular Targets & Cancer Therapeutics kicks off today This annual event spotlights breakthrough oncology research and early-stage drug development with companies like $XNCR $NUVL and $ZNTL presenting cutting-edge data"  
[X Link](https://x.com/schaeffers/status/1980959823073001824)  2025-10-22T11:30Z 12.3K followers, XXX engagements


"Tonight Earnings & Implied Earnings Moves $CAPR XXXXX% $NRGV XXXXX% $GEVO XXXXX% $BBAI XXXXX% $RGTI XXXXX% $CRVW XXXXX% $ASTS XXXXX% $HNRG XXXXX% $RKLB XXXXX% $WULF XXXXX% $OXY 4.11%"  
[X Link](https://x.com/schaeffers/status/1987927041186930896)  2025-11-10T16:55Z 12.3K followers, 1504 engagements


"Today: @MorganStanley Global Chemicals Agriculture & Packaging Conference with featured presentations from Mosaic $MOS & Tronox $TROX"  
[X Link](https://x.com/schaeffers/status/1988207577520615905)  2025-11-11T11:30Z 12.3K followers, XXX engagements


"Harmony Gold $HMY +6.1% today to $XXXXX extending its win streak to X sessions & now +131% YTD Stock is rebounding from its 180DMA after an October pullback from record highs"  
[X Link](https://x.com/schaeffers/status/1988708745648697617)  2025-11-12T20:41Z 12.3K followers, XXX engagements


"*THIS WEEK IN IPO-LAND* Central Bancompany $CBC is expected to price its IPO & begin trading on @NasdaqExchange next week Lockups are expiring for $HNGE & $FTRK Quiet period ending on $MPLT (analyst ratings incoming)"  
[X Link](https://x.com/schaeffers/status/1990164220546339102)  2025-11-16T21:05Z 12.3K followers, XXX engagements


"The Al indicator never misses. Our quant Rockys AI alert (Allen Iverson not artificial intelligence) is flashing again: $ONON with a rare 50-day crossover & earnings surge Historical results 🔥 Full breakdown live now:"  
[X Link](https://x.com/schaeffers/status/1990170512505684297)  2025-11-16T21:30Z 12.3K followers, XXX engagements


"Greg Tuorto of GS is staying bullish on small caps $IWM noting resilient Q3 earnings rising AI-driven M&A and renewed IPO momentum Also highlights $RDNT & $DOCN as standouts w/ caution as consumer sectors remain soft. Small caps could shine even if the Fed doesnt cut 🐂"  
[X Link](https://x.com/schaeffers/status/1990486432398651820)  2025-11-17T18:25Z 12.3K followers, XXX engagements


"BB: A market pullback is hitting IPOs disproportionately hard w/ recent debutants like $GEMI $FRMI $NAVN & $STUB sliding below offer The real optimism is for 2026 with a deep pipeline of new IPOs waiting"  
[X Link](https://x.com/schaeffers/status/1990811201933066469)  2025-11-18T15:55Z 12.3K followers, XXX engagements


"FDA just granted full approval for Darzalex Faspro in AL amyloidosis The injectable therapy from $JNJ & $HALO moves from accelerated to traditional approval after the Phase X ANDROMEDA trial. It remains the only FDA-approved treatment for this rare disorder"  
[X Link](https://x.com/schaeffers/status/1991216513144004987)  2025-11-19T18:46Z 12.3K followers, XXX engagements


"Notable investor events today 11/20/25: 📌 TE Connectivity $TEL Investor Day 📌 American Public Education $APEI Investor Day 📌 Insulet $PODD Investor Day Bank of America expects $PODD to outline 3Y targets for revenue margins EPS & pipeline"  
[X Link](https://x.com/schaeffers/status/1991463028546760950)  2025-11-20T11:06Z 12.3K followers, 1257 engagements


"🎢 The options market implies the following moves for companies who have reported since the market closed yesterday $VNET: XXXXX% $BBWI: XXXX% $ZIM: XXXX% $NVDA: XXXX% $PANW: XXXX% $NNDM: XXXX% $CRNC: XXXX% $WMG: XXXX% $CPA: XXXX% $WMT: 4.40%"  
[X Link](https://x.com/schaeffers/status/1991489201263767853)  2025-11-20T12:50Z 12.3K followers, XXX engagements


"& it's a marketing W for $GAP A single viral denim ad delivered 8B impressions 500M views & double-digit denim growth Q3: Comps +5% (biggest since 2017) EPS beat guide raised. Gen Z engagement is hitting the bottom line. 💰"  
[X Link](https://x.com/schaeffers/status/1991880321529426173)  2025-11-21T14:44Z 12.3K followers, XXX engagements


"Figma $FIG just broke below its $XX IPO price less than X months after its record-shattering debut. 🤯 It popped XXX% on day one hit $XXX at peak & has retraced almost everything as it get repriced. This years IPO class is BARELY positive (+0.3% avg return)"  
[X Link](https://x.com/schaeffers/status/1991926932850749688)  2025-11-21T17:49Z 12.3K followers, XXX engagements


"TD Cowens Treatment Advancements in Obesity & Related Disorders Summit kicks off today Participating companies include MBX Biosciences $MBX & Aardvark Therapeutics $AARD"  
[X Link](https://x.com/schaeffers/status/1992927428268974104)  2025-11-24T12:05Z 12.3K followers, XXX engagements


"Keep an eye on Hanesbrand $HBI today as shareholders vote on the proposed Gildan $GIL merger"  
[X Link](https://x.com/schaeffers/status/1993270879950700776)  2025-11-25T10:49Z 12.3K followers, XXX engagements


"BridgeBio $BBIO hit a fresh 4-Y high & is flashing a historically bullish volatility signal w/ SVI at just XX% (13th percentile) $BBIO averaged +7.6% in the next month post-signal A move like that targets $XXXXX a new record high"  
[X Link](https://x.com/schaeffers/status/1993328162663514385)  2025-11-25T14:37Z 12.3K followers, XXX engagements


"State Street tried roasting $JEPI to promote its tiny $SPIN ETF. & then had to walk it back a week later. 😂 Just a funny reminder of how fierce ETF distribution has become as issuers fight for flows and relevance"  
[X Link](https://x.com/schaeffers/status/1993329211495309816)  2025-11-25T14:41Z 12.3K followers, XXX engagements


"Las Vegas CRUSHED October Strip revenue +8.2% to $749M. Baccarat +69% Table games +23% Sportsbooks +105% $MGM +4.3% $CZR +4% $WYNN +3.2% $BYD +1.9%"  
[X Link](https://x.com/schaeffers/status/1993344646102368273)  2025-11-25T15:42Z 12.3K followers, XXX engagements


"🚨 Heavy options flow hitting Dick's $DKS already seeing 14K contracts traded today (9X THE NORM). Jan XX 185Cs leads & fresh positions are opening at the weekly 200Ps. Stock +2% after an EPS beat despite softer revenue/profit. Company said some Footlocker $FL stores closing"  
[X Link](https://x.com/schaeffers/status/1993370176319008816)  2025-11-25T17:24Z 12.3K followers, XXX engagements


"📸 Ambarella $AMBA options imply a major post-earnings move of 17.12%"  
[X Link](https://x.com/schaeffers/status/1993438516035174588)  2025-11-25T21:55Z 12.3K followers, XXX engagements


"A federal judge just ruled that Nevada can pursue enforcement against @Kalshi undercutting its claim that its solely under CFTC oversight Kalshi immediately filed an emergency stay warning of imminent criminal risk. ⚠ Shares of $DKNG & $FLUT popped on the news"  
[X Link](https://x.com/schaeffers/status/1993440584422638076)  2025-11-25T22:04Z 12.3K followers, XXX engagements


"Dow and S&P XXX JUST Pulled Off a STUNNING November Reversal $DJI: +0.3% for Nov after being -XXX% just X days ago. $SPX: snuck into green keeping 7-month win streak alive. $IXIC finished strong but still clocked a -XXX% November loss"  
[X Link](https://x.com/schaeffers/status/1994470148795687225)  2025-11-28T18:15Z 12.3K followers, XXX engagements


"Midday Check: Stocks slip to kick off Dec as tech rotation returns. $DJI drops triple digits while $SPX & $IXIC head for first down day after five straight gains. ISM showed U.S. factory activity contracting in Nov to XXXX% with orders and backlogs down"  
[X Link](https://x.com/schaeffers/status/1995544417646821736)  2025-12-01T17:23Z 12.3K followers, XXX engagements


"Vestis $VSTS options imply a swing of XXXXX% post-earnings"  
[X Link](https://x.com/schaeffers/status/1995602818775089309)  2025-12-01T21:16Z 12.3K followers, XXX engagements


": Credo $CRDO SMASHED earnings EPS $XXXX (+0.17 beat) on rev $268M (+$33M beat). Q3 guide: $335M-$345M vs est. $247M (MASSIVE RAISE). Big quarter. Bigger outlook"  
[X Link](https://x.com/schaeffers/status/1995603267498520793)  2025-12-01T21:17Z 12.3K followers, 2241 engagements


"Stocks opened December in the red: $DJI -XXX $SPX & $NDX snapped 5-day win streaks as sharp $BTC selloff & tech turnover hit sentiment. Gains in retail & $NVDA couldnt even offset early damage"  
[X Link](https://x.com/schaeffers/status/1995605045635940437)  2025-12-01T21:24Z 12.3K followers, XXX engagements


"11AM TODAY: National Retail Federation will release its full Thanksgiving weekend shopping results on a media call. It'll be a key read for $XRT and major retail names"  
[X Link](https://x.com/schaeffers/status/1995837981320733053)  2025-12-02T12:50Z 12.3K followers, XXX engagements


"Credo $CRDO is still ripping premarket after its blowout Q2 powered by hyperscaler demand & surging AEC adoption (the Musk purple cables). Strength even spilling into peers $ALAB & $POET. Credo adding new product lines & eyeing a $10B TAM. +194% YTD"  
[X Link](https://x.com/schaeffers/status/1995864839470940642)  2025-12-02T14:37Z 12.3K followers, 1284 engagements


"Credo $CRDO on a heater: +216% YTD & X wins in X after clean bounce off 120DMA Analysts swarming w/ X PT hikes top end = $XXX. Options flying off the shelves w/ 21K calls & 19K puts already today (or 9X THE NORM). SVS = XX meaning Credo usually outperforms vol expectations"  
[X Link](https://x.com/schaeffers/status/1995885722839240872)  2025-12-02T16:00Z 12.3K followers, XXX engagements


"Morgan Stanley just flipped bullish on Tempus AI $TEMP boosting to Overweight with an $XX PT Calls Tempus a top precision-oncology player with accelerating hereditary cancer testing & underappreciated data revenue. Stock already 2X YTD"  
[X Link](https://x.com/schaeffers/status/1995954800719265885)  2025-12-02T20:34Z 12.3K followers, XXX engagements


"Waiting for $AEO earnings to drop and just enjoying the @JeffMacke charts in the meantime 🥰"  
[X Link](https://x.com/schaeffers/status/1995963937792348667)  2025-12-02T21:11Z 12.3K followers, 4299 engagements


"$AEO +15% AH with its ✨ Sydney Sweeney Effect ✨"  
[X Link](https://x.com/schaeffers/status/1995965114915414136)  2025-12-02T21:15Z 12.3K followers, XXX engagements


"OPTIONS IMPLYING THESE MOVES POST-EARNINGS TODAY: $PSTG: XXXXX% $ASAN: XXXXX% $AEO: XXXXX% $GTLB: XXXXX% $OKTA: XXXXX% $MRVL: XXXX% $M: XXXX% $BOX: XXXX% $DLTR: XXXX% $CRWD: 6.31%"  
[X Link](https://x.com/schaeffers/status/1996173567864815620)  2025-12-03T11:04Z 12.3K followers, XXX engagements


"$NYT DealBook Summit happening today & featuring heavyweight lineup sure to make headlines: Anthropic Dario Amodei $COIN Brian Armstrong $GM Mary Barra $PSKY David Ellison $BLK Larry Fink $PLTR Alex Karp $UAA Kevin Plank plus Gov. Gavin Newsom & Treasury Sec. Bessent"  
[X Link](https://x.com/schaeffers/status/1996189422199734748)  2025-12-03T12:07Z 12.3K followers, 1420 engagements


"AMASSED MEDIA: The $WBD bidding war just exploded Netflix $NFLX reportedly made a mostly-cash offer for WBD studio & HBO Max joining Comcast $CMCSA & Paramount/Skydance $PSKY in a holiday-weekend sprint. Hollywoods crown jewels are officially in play. 🎬🔥"  
[X Link](https://x.com/schaeffers/status/1996191927134511572)  2025-12-03T12:16Z 12.3K followers, 1213 engagements


"Dollar Tree $DLTR just printed a clean earnings beat: sales +9.4% EPS beat GM expansion & traffic strength Multi-price rollout is paying off (646 stores converted). FY EPS guide raised. Short interest XXX% setting up a potential squeeze tailwind. 🍋👀"  
[X Link](https://x.com/schaeffers/status/1996194765940121605)  2025-12-03T12:28Z 12.3K followers, XXX engagements


"Midday Check: Stocks are mixed as Wall Street digests a weak jobs report and choppy tech sentiment. $DJI is holding a triple-digit gain while $SPX and $IXIC inch higher after $MSFT quota-cut headlines briefly pulled tech into the red"  
[X Link](https://x.com/schaeffers/status/1996264963950665999)  2025-12-03T17:07Z 12.3K followers, XXX engagements


": $AEG 🟡   Limited Upside to SOTP PT to XXX UBS says valuation is largely capped heading into Aegon's Dec. XX CMD. Sees minor risk to 2027 FCF & DPS forecasts. SOTP range: 7.0-9.8 per share"  
[X Link](https://x.com/schaeffers/status/1996266247722242205)  2025-12-03T17:12Z 12.3K followers, XXX engagements


": $CSW 🟢   Price Target $XXX (+26%) Improving fundamentals disciplined capital use and a constructive industry backdrop boost confidence in FY27 growth"  
[X Link](https://x.com/schaeffers/status/1996266881087311953)  2025-12-03T17:14Z 12.3K followers, XXX engagements


"Robotics popping ahead of WH announcement. 🤖 $IRBT +31% on heavy squeeze action (SI @ 39%). Specs tying it to expected fed robotics support (iRobot B2C focus makes that link shaky). $SERV +4% as delivery-robot plays catch sympathy bids"  
[X Link](https://x.com/schaeffers/status/1996278345139699928)  2025-12-03T18:00Z 12.3K followers, XXX engagements


"Refresher on latest ATHs by index: $SPX 6890.89 hit on 10/28 $DJI 48254.82 hit on 11/12 $IXIC 23958.47 hit on 10/28"  
[X Link](https://x.com/schaeffers/status/1996319215720993031)  2025-12-03T20:42Z 12.3K followers, XXX engagements


"Market Recap 12/3/25: Stocks ripped higher after soft ADP payrolls print revived hopes for a Fed rate cut next week. $DJI jumped XXX points to 3-wk high while $SPX and $IXIC posted solid gains. ISM services PMI also helped boost sentiment coming in above expectations at 52.6"  
[X Link](https://x.com/schaeffers/status/1996334903831740823)  2025-12-03T21:45Z 12.3K followers, XXX engagements


"Boeing $BA just said its $4.7B Spirit AeroSystems $SPR deal could close by EOY after FTC approval Regulators require divestitures & dual monitors to protect Airbus and defense competition. Boeing will regain key XXX fuselage ops while Airbus takes NC & Belfast sites"  
[X Link](https://x.com/schaeffers/status/1996585439629553669)  2025-12-04T14:20Z 12.3K followers, XXX engagements


"The "cheap & hated" basket is BACK $KSS XXXX% SI $JACK XXXX% SI $CAL XXXX% SI $LOVE XXXX% SI $GO 22.5%. SI PLUS low P/Es across the board. Usually marks a value trap but these are the exact profiles that explode when a surprise catalyst hits (h/t @SeekingAlpha)"  
[X Link](https://x.com/schaeffers/status/1996587995479019681)  2025-12-04T14:30Z 12.3K followers, XXX engagements


"Intel $INTC sliding after confirming it will retain its NEX networking division after strategic review. NEX makes infra processors security-offload hardware switches & controllers for data flow. A sale would have echoed Intels prior Altera transaction which raised $3.3B"  
[X Link](https://x.com/schaeffers/status/1996632546680229923)  2025-12-04T17:27Z 12.3K followers, 2892 engagements


"Pure Storage $PSTG is edging higher after a XX% earnings gap and our quant's bull signal just triggered: PSTG is within X% of its 12-month MA after 5+ months above it. This setup has delivered an XX% win rate & a +7% avg return in X month. Short interest +41% = extra fuel"  
[X Link](https://x.com/schaeffers/status/1996668389712888038)  2025-12-04T19:50Z 12.3K followers, XXX engagements


"$URBN +13% on earnings +40% YTD & just triggered bullish signal that says there may be more upside. URBNs IV sits in 4th %ile; past setups saw a XX% win rate AND+5.8% avg gain in 30D. w/15% of float sold short & neutral analysts a sentiment unwind could add fuel to next leg"  
[X Link](https://x.com/schaeffers/status/1996687353029464525)  2025-12-04T21:05Z 12.3K followers, XXX engagements


"$ULTA Beauty has an implied earnings move of 7.56%"  
[X Link](https://x.com/schaeffers/status/1996689396133695578)  2025-12-04T21:13Z 12.3K followers, XXX engagements


"ChargePoint $CHPT Rev BEAT & EPS MISS. and options imply a massive XXXXX% move tomorrow"  
[X Link](https://x.com/schaeffers/status/1996689824976093617)  2025-12-04T21:15Z 12.3K followers, XXX engagements


"Stocks chopped around breakeven all day today & finished mixed as attention shifted to next weeks final Fed decision of 2025. Jobs data drew little reaction while Treasury yields ticked higher. Still $DJI $SPX and $IXIC are all tracking gains heading into Friday"  
[X Link](https://x.com/schaeffers/status/1996707015289459089)  2025-12-04T22:23Z 12.3K followers, XXX engagements


"Today's Unusual Options Activity 12/4/25: $INTC $BAC $EWZ $PATH $RGTI $SNOW $VALE $BBAI $SNAP $CRM $HTZ $SMR $ASTS $RR $HPE $AI $IONQ $GM $APO $USAR $OTEX $IOT"  
[X Link](https://x.com/schaeffers/status/1996707533193666766)  2025-12-04T22:25Z 12.3K followers, XXX engagements


"Index Record Levels in Play Right Now: The Dow $DJI A close above 48254.82 would be 18th ATH in 2025 S&P XXX $SPX A close above 6890.89 would be 37th ATH in 2025 Nasdaq Comp $IXIC A close above 23958.47 would be 37th ATH in 2025"  
[X Link](https://x.com/schaeffers/status/1996961040853045307)  2025-12-05T15:13Z 12.3K followers, XXX engagements


"This creates basically a two-horse show. Disney $DIS w/ physical assets & parks similar to Comcast $CMCSA; & Netflix $NFLX w/ tons of streaming & movie assets. Paramount $PSKY is stuck now treading water. Cable assets will all be shed from all." @GerberKawasaki"  
[X Link](https://x.com/schaeffers/status/1996962634482974950)  2025-12-05T15:19Z 12.3K followers, XXX engagements


"📈 Options traders are piling into $IOT after an earnings beat 24K calls traded already - 9x average call volume & 3x puts. Heavy interest on Dec XX calls & todays 12/5 48-strike weekly. Stock +13.8% at $XXXXX testing June highs near $48"  
[X Link](https://x.com/schaeffers/status/1997006957408821614)  2025-12-05T18:15Z 12.3K followers, XXX engagements


"Netflix's $NFLX $83B takeover of Warner Bros. Discovery $WBD may be the biggest streaming deal EVER. but its already running into a brick wall. The #1 and #4 streamers COMBINING Regulators rivals unions theaters & Congress are lining up to stop it. 👇"  
[X Link](https://x.com/schaeffers/status/1997008960642318693)  2025-12-05T18:23Z 12.3K followers, XXX engagements


"Theaters & producers & unions are all blasting $NFLX $WBD merger. Cinema United: Netflix could wipe out XX% of U.S. box office. Producers: Netflix could slash theatrical windows. The WGA: it's a "disaster" for workers & competition. Stocks like $AMC & $CNK are getting smacked"  
[X Link](https://x.com/schaeffers/status/1997010252257005995)  2025-12-05T18:28Z 12.3K followers, XXX engagements


"🏛 Congress is skeptical on BOTH sides. Mike Lee: biggest antitrust test in a decade. Elizabeth Warren: "anti-monopoly nightmare." Darrell Issa: urges DOJ to intervene. Experts say rivals like Paramount could help regulators "connect the dots.""  
[X Link](https://x.com/schaeffers/status/1997010781875921338)  2025-12-05T18:30Z 12.3K followers, XXX engagements


"SpaceX is reportedly planning an IPO for late 2026 (per @theinformation). The deal could value the space company at $800B making it the most valuable private firm AGAIN. overtaking OpenAI. The listing would include all of SpaceX & Starlink combined"  
[X Link](https://x.com/schaeffers/status/1997043853505745215)  2025-12-05T20:42Z 12.3K followers, XXX engagements


"Paramount Skydance $PSKY is considering going HOSTILE after losing $WBD to Netflix $NFLX in bidding war. Ellison's $30/share all-cash bid was REJECTED & he's now weighing taking that offer directly to shareholders (that'd force a bidding showdown & drive $WBD even higher)"  
[X Link](https://x.com/schaeffers/status/1997046659008909534)  2025-12-05T20:53Z 12.3K followers, XXX engagements


"Retail investors are the least bearish since January Bearish sentiment dropped to XXXX% last week sliding below its long-term average (31%) for the first time in months. Bullish sentiment climbed to XXXX% topping the XXXX% norm as indexes push toward record territory"  
[X Link](https://x.com/schaeffers/status/1997047854771364123)  2025-12-05T20:58Z 12.3K followers, XXX engagements


"The AAII read shows retail leaning more optimistic heading into the Feds final meeting of the year. Sentiment isnt euphoric. just NOTABLY less defensive. which often lines up with stronger near-term market breadth"  
[X Link](https://x.com/schaeffers/status/1997048324243837335)  2025-12-05T20:59Z 12.3K followers, XXX engagements


"DOJ is expected to investigate Netflix's $NFLX bid for Warner Bros $WBD w/ regulators ALREADY examining how the deal could cement $NFLX dominance. The Trump administration is also signaling concern. adding a political layer given Trumps ties to rival bidder Paramount. 👀"  
[X Link](https://x.com/schaeffers/status/1997048728897872256)  2025-12-05T21:01Z 12.3K followers, XXX engagements


"What a week $DJI +1.06% $SPX +0.19% $IXIC +0.31% $IWM +2.09% Whole dang market's heat map"  
[X Link](https://x.com/schaeffers/status/1997050940978090187)  2025-12-05T21:10Z 12.3K followers, XXX engagements


"Stocks shook off early-week $BTC volatility to notch daily AND weekly gains $SPX sits just shy of record highs w/ 4-day win streak joined by $IXIC. Soft September core PCE & stronger consumer sentiment now set the stage for the Feds final rate-cut decision on Dec. 10"  
[X Link](https://x.com/schaeffers/status/1997055604922134864)  2025-12-05T21:28Z 12.3K followers, XXX engagements


"Unusual options flow lit up today: $NFLX $SOFI $WBD all traded 3-4x avg volume. Big call activity hit $EWZ $UNH $CRM $MRNA while outliers like $SATS (13x) $ADI (10x) $DBRG (6x) saw sharp spikes in volume. Traders leaning risk-ON into December catalysts"  
[X Link](https://x.com/schaeffers/status/1997057010156617764)  2025-12-05T21:34Z 12.3K followers, 1752 engagements


"🚨 $ACHC popping +7.29% today after Khrom Capital (5.5% stake) calls for a strategic review including a possible SALE. Activists piling on (Engine Capital too) say: Excuses are no longer acceptable. Traders eyeing activist pressure as the catalyst"  
[X Link](https://x.com/schaeffers/status/1973828837290238365)  2025-10-02T19:14Z 12.3K followers, XXX engagements


"$TTAN just announced strategic partnership w/ Galaxy Service Partners. Galaxy will deploy ServiceTitans full tech suite to scale its commercial contracting ops making a push to expand $TTAN footprint in the commercial market"  
[X Link](https://x.com/schaeffers/status/1978106836835344521)  2025-10-14T14:33Z 12.3K followers, XXX engagements


"$BALY +23% on 2.7B Intralot deal boosting liquidity & global gaming"  
[X Link](https://x.com/schaeffers/status/1980681806115664226)  2025-10-21T17:05Z 12.3K followers, XXX engagements


": $TREX 🔽 BofA Buy to Underperform William Blair Outperform to Market Perform Both firms flag slower R&R demand and margin compression. Blair cut 2026 EBITDA by XX% calling Trexs model reset and Azek competition key headwinds into 2026"  
[X Link](https://x.com/schaeffers/status/1986140579437121875)  2025-11-05T18:36Z 12.3K followers, XXX engagements


"Regeneron $REGN & Sanofi $SNY just announced late-stage success for Dupixent in allergic fungal rhinosinusitis Drug hit all primary & secondary endpoints including a XX% improvement in sinus opacification vs. placebo's 9.8%. Safety profile consistent w/ prior approvals"  
[X Link](https://x.com/schaeffers/status/1986848910514790451)  2025-11-07T17:31Z 12.3K followers, XXX engagements


"Best S&P500 Stocks in November (past XX years): 🏗 $BLDR +14.2% ⚡ $AME +8.6% 🏠 $PHM +7.7% 🧱 $SHW +7.6% 💰 $AFL +7.5% 🚚 $ODFL +7.3% 📡 $MSI +7.1% 💼 $PFG +7.0% 🏗 $LII +6.6% 🛒 $COST +6.5% All had XXX% positive Novembers over the last decade"  
[X Link](https://x.com/schaeffers/status/1987538167121994193)  2025-11-09T15:10Z 12.3K followers, XXX engagements


"20 $SPX names have gone 10-for-10 green Novembers TOP: $BLDR +14.18% avg TECH: $SNPS $CDNS $TEL CONSTRUCTION: $LII $MAS FINANCIALS: $AFL $PFG CONSUMER: $COST $PHM November really is the Santa rally starter month. 🎅📈"  
[X Link](https://x.com/schaeffers/status/1987660220626325935)  2025-11-09T23:15Z 12.3K followers, 1456 engagements


"$KEY lighting up the options tape w/ unusual activity: 38K calls already (13x avg) vs barely 1.8K puts. Heavy action in the Nov 18Cs & 11/14 18.50Cs (selling to open). Stock down slightly at $XXXXX & still fighting to reclaim $XX level since October"  
[X Link](https://x.com/schaeffers/status/1987929658168373657)  2025-11-10T17:05Z 12.3K followers, XXX engagements


"UNUSUAL OPTIONS ACTIVITY ALERT: $HTZ 👉 54K calls & 51K puts running at 5X avg volume 👉 Most active contracts: Nov 9Cs & Dec 9Cs Stock -1.7%; pacing for 4th loss in X sessions. pulling back from Sept highs & stuck under $X since July Still +67.6% YTD"  
[X Link](https://x.com/schaeffers/status/1988291243823210765)  2025-11-11T17:02Z 12.3K followers, XXX engagements


"$HIMS just launched Labs a new blood-test analysis product offering doctor-developed action plans & medical recommendations. Runs $199-$499/yr w/ draws via Quest Diagnostics $DGX. Stock -X% today & remains under pressure now down -XX% since mid-Oct amid momo stock weakness"  
[X Link](https://x.com/schaeffers/status/1989040405741187520)  2025-11-13T18:39Z 12.3K followers, 1010 engagements


"Wells Fargo just initiated coverage on Flutter Entertainment & tagged $FLUT as Overweight calling it best-in-class for digital OSB/iGaming and undervalued despite U.S. tax and competition noise. 🎯📲"  
[X Link](https://x.com/schaeffers/status/1990869740357640689)  2025-11-18T19:48Z 12.3K followers, XXX engagements


"Our quant found that there are BULLISH implications on returns for these stocks for remainder of 2025 despite being BEAT DOWN year-to-date Names: $ACN $ADBE $ARE $BAX $BLDR $CAG $CHTR $CLX $CMCSA $CMG $CPB $CPRT $CRM $DECK $DOW $GIS $GPN $HPQ $HRL $IP $LULU $LYB $MRNA $OKE $STZ $TGT $TTD $UPS $ZTS"  
[X Link](https://x.com/schaeffers/status/1991165479973503382)  2025-11-19T15:23Z 12.3K followers, XXX engagements


"BNP Paribas opens coverage as BULLISH on TransDigm $TDG. Exane sees the aircraft-parts giant outperforming on margins into 2026-27 still plenty of M&A runway & even models a $XXX special dividend next year Bull case for returns up to +65%"  
[X Link](https://x.com/schaeffers/status/1991229387841134999)  2025-11-19T19:37Z 12.3K followers, XXX engagements


"Anheuser-Busch keeps leaning into RTDs. $BUD is reportedly circling BeatBox for $700M adding one of the fastest-growing cocktail brands in the U.S. (36% y/y sales). It's not fighting the anti-beer trend anymore. it's buying in"  
[X Link](https://x.com/schaeffers/status/1991552012669132870)  2025-11-20T16:59Z 12.3K followers, XXX engagements


"Veeva Systems $VEEV has an implied earnings move of X% on Friday"  
[X Link](https://x.com/schaeffers/status/1991618070046208179)  2025-11-20T21:22Z 12.3K followers, XXX engagements


"Wedbush at SC25: AI/HPC memory still tight. NAND now seeing the same sharp double-digit price spikes DRAM saw in Oct. $MU $SSNLF $WDC lead supply. Quantum interest rising in $IBM $IONQ $QBTS. New Top500 systems dominated by $NVDA $AMD $INTC"  
[X Link](https://x.com/schaeffers/status/1992749969242292480)  2025-11-24T00:19Z 12.3K followers, XXX engagements


"9:00AM TODAY: Changes from the @MSCI_Inc Quarterly Index Review go live The largest additions to the MSCI World Index today include CoreWeave $CRWV Nebius Group $NBIS & Insmed $INSM"  
[X Link](https://x.com/schaeffers/status/1992914341528776802)  2025-11-24T11:13Z 12.3K followers, XXX engagements


"🚨 $HPQ is sinking 4%+ in premarket as its FY26 EPS guidance of $2.90-$3.20 misses the Streets $XXXX. HP also plans to cut 4000-6000 jobs amid an AI-centric restructuring. Q4 beat modestly but higher memory costs & weak printing dragged the outlook. Shares now -XX% YTD"  
[X Link](https://x.com/schaeffers/status/1993657043203547248)  2025-11-26T12:24Z 12.3K followers, XXX engagements


"🚨 Bloomberg: The Pentagon has recommended adding $BABA $BIDU & $BYDDF to the U.S. Chinese military companies (1260H) list. Five more firms were also flagged. It's not yet clear if theyve been formally added"  
[X Link](https://x.com/schaeffers/status/1993761617742303482)  2025-11-26T19:19Z 12.3K followers, XXX engagements


"PreMarket News: $HOOD jumping with Bitcoin as pushes above $91K. $M climbing on Black Friday strength. $TLRY to enact 1-for-10 reverse split on 12/2. $SNDK rises as Western Digitals spinoff hits $SPX today"  
[X Link](https://x.com/schaeffers/status/1994413217385259445)  2025-11-28T14:29Z 12.3K followers, XXX engagements


"OpenAI may be the face of AI but its partners are the ones holding the bag. & that bag is full of $100B+ in debt (per FT) for data centers & compute buildouts. Oracle $ORCL SoftBank CoreWeave $CRWV Crusoe & Blue Owl $OWL shoulder the risk. AI halo or AI liability 🫤"  
[X Link](https://x.com/schaeffers/status/1994420764297093491)  2025-11-28T14:58Z 12.3K followers, XXX engagements


"BofAs triple momentum ranks gold $GLD defense $ITA & $XAR nuclear $NLR & $NUKZ rare earths $REMX above EVERY global sector. Top U.S. names: $CLS $STX $WDC $IONQ $GD $BWXT $NGD $TLN $MP. Gold screens cheapest; rare earths most expensive"  
[X Link](https://x.com/schaeffers/status/1994424632301031697)  2025-11-28T15:14Z 12.3K followers, XXX engagements


"BREAKING: Novo Nordisk $NVO just submitted an FDA application for a XXX mg Wegovy dose. Phase X STEP UP trial showed XXXX% average weight loss. Current top dose is XXX mg. Thanks to Priority Voucher status FDA review could wrap in 1-2 months"  
[X Link](https://x.com/schaeffers/status/1994440528901918725)  2025-11-28T16:17Z 12.3K followers, XXX engagements


"Zscaler $ZS sinking -XXX% today after Bernstein cut the stock to underperform citing a crowded cybersecurity landscape & limited expansion beyond cloud network security. The drop pushes ZS below its 260DMA though stock is still +35% YTD"  
[X Link](https://x.com/schaeffers/status/1995545378767114652)  2025-12-01T17:27Z 12.3K followers, XXX engagements


"Eli Lilly $LLY is now tracking for 3rd straight daily drop after last weeks $1112 record though still +34% y/y. Options flow staying bullish w/ 50-day call/put ratio (2.23) in 93rd %ile SOIR at XXXX shows strong short-term call demand & SVI at XX% signals cheap options"  
[X Link](https://x.com/schaeffers/status/1995546325937463639)  2025-12-01T17:31Z 12.3K followers, XXX engagements


"Wynn $WYNN +3% after landing on the GS Conviction Buy list citing best-in-class Vegas ops & Macau momentum Stock hit $XXX just shy of 4Y high; +55% YTD. Short interest still XXX% of float & call demand is surging (10-day ratio 5.8:1). Options also cheap with SVI at 36%"  
[X Link](https://x.com/schaeffers/status/1995546665097302121)  2025-12-01T17:32Z 12.3K followers, XXX engagements


"Goldman Sachs just opened eVTOL coverage & named $BETA Technologies its top pick GS starts BETA at Buy citing its OEM & parts-supplier model early revenue from CTOL aircraft & $GE defense partnership. $JOBY gets Sell while $ACHR & $EVEX land at Neutral"  
[X Link](https://x.com/schaeffers/status/1995555330311270843)  2025-12-01T18:07Z 12.3K followers, XXX engagements


"Chevron $CVX is grinding through a tight $146-$161 range but still holding YTD breakeven as crude whipsaws on Ukraine Venezuela & OPEC+ headlines today. Stock popped +1% today. Wall Street still leans HEAVILY bullish w/ very few sells across the sector despite choppy tape"  
[X Link](https://x.com/schaeffers/status/1995570049869119735)  2025-12-01T19:05Z 12.3K followers, 1146 engagements


"Beta Technologies $BETA popping premarket after just securing a 10-year $1B deal to supply electric motors to rival Eve Air Mobility backed by Embraer This highlights Betas supplier advantage after GE Aerospaces $300M investment along w/ bullish analyst notes from MS & GS"  
[X Link](https://x.com/schaeffers/status/1995859613489729655)  2025-12-02T14:16Z 12.3K followers, XXX engagements


"Block $XYZ just reported SMASHED holiday volumes: 🔥 124M transactions (+10% y/y) via Square Cash App & Afterpay. 🔥 50M users engaged. 🔥 Local spend via Cash App cards +25%. 🔥 BNPL baskets +10% spend per customer +6%"  
[X Link](https://x.com/schaeffers/status/1995878465288233070)  2025-12-02T15:31Z 12.3K followers, 4759 engagements


"Wall Street is leaning in on $CRDO: booming AEC demand & multiple new product pillars expand Credo's TAM to $10B+ (3X in 18M). Growing hyperscaler roster adds durability to a multi-year growth story. Needham & JPM both just hiked PTs to $220-$230"  
[X Link](https://x.com/schaeffers/status/1995880287319065009)  2025-12-02T15:38Z 12.3K followers, XXX engagements


": $GOOGL 🔵   PT hiked to $XXX Search Disruption De-Risked Gemini X Pro seen outperforming ChatGPT XXX. HSBC forecasts external TPU monetization could equal XX% of $NVDA rev by 2030; $META exploring partnerships"  
[X Link](https://x.com/schaeffers/status/1995937577501950211)  2025-12-02T19:26Z 12.3K followers, 1974 engagements


": $BLCO 🟢  PT to $XX Pipeline Strength Drives Upgrade Analyst highlights multi-asset upside: libvatrep $1.4B BL1107 $800M and bioactive lenses tapping an $11B market. Managements $7B peak estimate seen as too low"  
[X Link](https://x.com/schaeffers/status/1995938230718595432)  2025-12-02T19:28Z 12.3K followers, XXX engagements


": $ALB 🟢   PT Raised to $XXX Energy Storage Drives Lithium Demand Baird says recent rally tied to strengthening end-market demand from energy storage. Sees fewer China supply additions & improving conditions in 2026"  
[X Link](https://x.com/schaeffers/status/1995938567110148150)  2025-12-02T19:30Z 12.3K followers, XXX engagements


"Zscaler $ZS just hit a key 320DMA support level thats been BULLISH XX% of the time averaging +10.5% in next XX days. RSI at XX = oversold. Call/put ratios are elevated so a sentiment unwind could spark a rebound"  
[X Link](https://x.com/schaeffers/status/1995956218045853751)  2025-12-02T20:40Z 12.3K followers, 1204 engagements


"Marvell Tech $MRVL options imply a post-earnings swing of 9.65%"  
[X Link](https://x.com/schaeffers/status/1995963646405709913)  2025-12-02T21:09Z 12.3K followers, XXX engagements


"2X LEVERAGE IS HOT ENOUGH 😮💨 @SECGov just officially pushed back on the next wave of high-octane ETFs telling Direxion ProShares & Tidal that 2x leverage raises unacceptable risk Launches are now paused & filings must be reworked or withdrawn"  
[X Link](https://x.com/schaeffers/status/1996198068304429555)  2025-12-03T12:41Z 12.3K followers, XXX engagements


"Catalyst Watch: At 10AM today GlobalFoundries $GFS is hosting an investor webinar on opportunities in physical AI featuring market outlook technical roadmap & strategic positioning. Could move sentiment in the semiconductor space. LISTEN LIVE:"  
[X Link](https://x.com/schaeffers/status/1996205528155050482)  2025-12-03T13:11Z 12.3K followers, XXX engagements


"Apple's $AAPL iPhone shipments are expected to jump +6.1% to a record 247.4M units this year fueled by the iPhone 17s strong launch (per @IDC) That would top Apples 2021 record AND outpace global smartphone growth of just +1.5%. 🥳"  
[X Link](https://x.com/schaeffers/status/1996233095306002869)  2025-12-03T15:00Z 12.3K followers, XXX engagements


"Walmart $WMT is coming for the $900B club per @FactSet They'd be member #12"  
[X Link](https://x.com/schaeffers/status/1996355696246559010)  2025-12-03T23:07Z 12.3K followers, XXX engagements


"DocuSign $DOCU options imply a move of XXXX% post-earnings"  
[X Link](https://x.com/schaeffers/status/1996689147025641588)  2025-12-04T21:12Z 12.3K followers, XXX engagements


"$IMAX +8% today after unveiling bullish 3Y targets: Revenue growing high-single to low-double digits EPS expanding at 2X revenue growth EBITDA margin rising above XX% Steady mid-single-digit footprint expansion Box office outlook: high-single to double-digit growth"  
[X Link](https://x.com/schaeffers/status/1996692544978399417)  2025-12-04T21:26Z 12.3K followers, 2110 engagements


"PREMARKET (ADJUSTED) EARNINGS BEATS: ✔ $DG XXXX vs XXXX ✔ $FIVE XXXX vs XXXX ✔ $KR XXXX vs XXXX ✔ $CRM XXXX vs XXXX ✔ $SNOW XXXX vs XXXX ✔ $PATH XXXX vs 0.15"  
[X Link](https://x.com/schaeffers/status/1996707426737762365)  2025-12-04T22:25Z 12.3K followers, XXX engagements


"Markets wanted a clean PCE print. & they got it. Fed wanted fresh data. & they DIDN'T get it. Core PCE at XXX% y/y keeps the cut next week trade alive but remember: This is SEPTEMBER inflation data in December. It's. stale but supportive. 🥴"  
[X Link](https://x.com/schaeffers/status/1996959805068505387)  2025-12-05T15:08Z 12.3K followers, XXX engagements


"💄 $ULTA is one of the best stocks on the Street today +14.4% to $XXX after a Q3 revenue beat & raised full-year guide. UBS hiked its PT to $XXX. Stock hit a new record at $XXXXXX and is now +40% in 2025"  
[X Link](https://x.com/schaeffers/status/1997007193418485815)  2025-12-05T18:16Z 12.3K followers, XXX engagements


"Sooo @theinformation just reported that Microsoft $MSFT may move future custom chip design from Marvell $MRVL to Broadcom $AVGO $MRVL wobbled on the headline but bounced back. Broadcom just keeps stacking hyperscaler wins. & Marvell's Azure pipeline just got a question mark"  
[X Link](https://x.com/schaeffers/status/1997044653221089654)  2025-12-05T20:45Z 12.3K followers, XXX engagements


"👀 Insiders increasingly think Tim Cook may be nearing the end of his run at $AAPL. Succession chatter centers on hardware chief John Ternus who prediction markets give a XX% chance of succeeding him. @Polymarket odds of Cook leaving by 3/31 sit at XX% down from XX% last month"  
[X Link](https://x.com/schaeffers/status/1997054929052356948)  2025-12-05T21:26Z 12.3K followers, XXX engagements


"BofA's Savita Subramanian says investors are "buying the dream" on AI as tech trades at peak multiples. EPS may jump but markets may not. Her 2026 call Valuation reset rotate into staples & discount retail as lower-income consumers rebound"  
[X Link](https://x.com/schaeffers/status/1997075510703051187)  2025-12-05T22:48Z 12.3K followers, XXX engagements


"$SPX has stayed above key short-term MAs after its sharp mid-Nov rebound. Options flow leans bullish (more calls fewer puts) & rising short interest in $SPX components is adding fuel. Many shorts are now underwater creating short-covering tailwinds. 📈📈"  
[X Link](https://x.com/schaeffers/status/1998050390814900342)  2025-12-08T15:21Z 12.3K followers, XXX engagements


"$SPX trend still bullish: above key MAs w/ option flows & rising short interest offering support. Near-term: watch 6890-6900 zone & the 7000 magnet. Risks Rate-cut volatility fully-invested fund positioning & hedging flows near big round numbers. ⚠"  
[X Link](https://x.com/schaeffers/status/1998051266715410610)  2025-12-08T15:25Z 12.3K followers, XXX engagements


"$SPX still hanging near ATHs. 👀"  
[X Link](https://x.com/schaeffers/status/1998067367985745978)  2025-12-08T16:29Z 12.3K followers, XXX engagements


"CoreWeave $CRWV on the charts: Stock has rebounded from the 11/21 low ($65.22) reclaiming the 10DMA and 20DMA though still trading down over -XX% this quarter. NOTE: Short interest jumped XXXX% in two weeks now XXXX% of float. 👀🍋"  
[X Link](https://x.com/schaeffers/status/1998070595532238950)  2025-12-08T16:42Z 12.3K followers, XXX engagements


"Comcast says its bid for WBDs studio & streaming assets was notably "light on cash" compared to Netflix & Paramount. 🤷♂ $CMCSA shares slipped -X% as co-CEO Cavanagh said he wouldnt "stress the balance sheet" to win the deal"  
[X Link](https://x.com/schaeffers/status/1998074055048740898)  2025-12-08T16:55Z 12.3K followers, XXX engagements


"Bitcoin $BTC is wobbling ahead of the Fed announcement: BTC just slipped back under $90K after weekend bounce. Prediction markets are split on it: XX% odds it falls below $80K this year vs XX% odds it reclaims over $100K. Bitcoin ETF outflows continue. Another $87.7M last week"  
[X Link](https://x.com/schaeffers/status/1998075200097960250)  2025-12-08T17:00Z 12.3K followers, XXX engagements


"Midday Check: Stocks flipped red at midday: $DJI -100+. $SPX & $IXIC lower both pacing to end 4-day win streaks. 10Y yield keeps climbing to XXXX% pressuring equities. And $VIX is pacing for its first gain in five sessions"  
[X Link](https://x.com/schaeffers/status/1998078135921680814)  2025-12-08T17:12Z 12.3K followers, XXX engagements


"1/ Netflix: "Well NEVER buy what we can build." Also Netflix: buys HBO & a century of Warner Bros. content. Desperate times desperate measures. & desperate IP hoarding"  
[X Link](https://x.com/schaeffers/status/1998080945237409890)  2025-12-08T17:23Z 12.3K followers, XXX engagements


"2/ Ted Sarandos last quarter: Were builders NOT buyers. Ted Sarandos this quarter: Is that a 100-year film library Put it in the cart"  
[X Link](https://x.com/schaeffers/status/1998081192974062057)  2025-12-08T17:24Z 12.3K followers, XXX engagements


"7/ Live TV Sports Games Old Netflix: "NO. Thats feature bloat." New Netflix: "Give me Monday Night Football a trivia show & four gaming studios. were building Microsoft Office baby.""  
[X Link](https://x.com/schaeffers/status/1998082489051754917)  2025-12-08T17:29Z 12.3K followers, XXX engagements


"8/ Sooo yes buying $WBD is another flip-flop for $NFLX. But its also Netflix admitting its no longer the disruptor. Its the empire now. And empires buy things. 💪"  
[X Link](https://x.com/schaeffers/status/1998082643586666755)  2025-12-08T17:29Z 12.3K followers, XXX engagements


"Ulta Beauty $ULTA landed on our quant's list of the XX best December stocks. It's up in X of last XX years w/ +4.1% avg gain Stock's riding 6-day win streak & +26% y/y. Short interest is up XX% setting up a potential short squeeze into year-end"  
[X Link](https://x.com/schaeffers/status/1996300142475952250)  2025-12-03T19:26Z 12.3K followers, 1150 engagements


"📢 $ADBE: Stifel says Adobe is finally sharpening its gen-AI messaging ahead of tomorrows earnings report. Creative Cloud now positioned as the "indispensable editing layer". integrating third-party models to reduce disruption risk. Stifel stays Buy trims PT to $450"  
[X Link](https://x.com/schaeffers/status/1998412013492736382)  2025-12-09T15:18Z 12.3K followers, XXX engagements


"Bilibili $BILI Earnings Prep for Thu 11/13 AM: Est. EPS $XXXX on $1.07B rev (+2.8% y/y) Beat EPS XX% & rev XX% last 2Y Watching ad recovery & user monetization trends Stock down double-digits YTD; sentiment muted"  
[X Link](https://x.com/schaeffers/status/1988672642698866865)  2025-11-12T18:18Z 12.3K followers, XXX engagements


": $CMC 🟢   JPM upgrades to Overweight PT $XX (from $64). Commercial Metals' strong U.S./E.U. rebar pricing upside from CVD/AD trade case and pre-cast concrete synergies driving the bull case"  
[X Link](https://x.com/schaeffers/status/1997051596002545708)  2025-12-05T21:12Z 12.3K followers, XXX engagements


"🎢 Volatility Watch This Week $BE & $TTD lighting up options boards ahead of a potentially choppy week. Most overbought: $MAGH $SND $HAE Most oversold: $BRR $TWNP $NTNX Robotics names $IRBT & $SERV in focus after fresh WH signals"  
[X Link](https://x.com/schaeffers/status/1998032881252507972)  2025-12-08T14:12Z 12.3K followers, XXX engagements


"Warner Bros $WBD just confirmed receipt of Paramount Skydance's $PSKY $30/share all-cash tender offer but its board is still backing Netflix $NFLX deal. for now. Warner Bros. will review the offer per fiduciary duty & advise shareholders within XX biz days"  
[X Link](https://x.com/schaeffers/status/1998116797929701443)  2025-12-08T19:45Z 12.3K followers, XXX engagements


"Circle $CRCL jumping after securing key ADGM FSP license allowing it to operate as regulated money-services provider in Abu Dhabis financial center. HUGE step for USDC/EURC adoption in the UAE following Dubais earlier approvals"  
[X Link](https://x.com/schaeffers/status/1998414197584240756)  2025-12-09T15:27Z 12.3K followers, XXX engagements


"Two big earnings reports tomorrow: $XPEV $TCOM"  
[X Link](https://x.com/schaeffers/status/1990014483893289183)  2025-11-16T11:10Z 12.3K followers, XXX engagements


"Southwest Airlines $LUV just trimmed its annual EBIT forecast to $500M after the 43-day shutdown dented demand & higher fuel costs added pressure. The rev hit is pegged at $100M-$300M. Bookings have since recovered. Delta $DAL also estimated a $200M impact from shutdown"  
[X Link](https://x.com/schaeffers/status/1996954064890761359)  2025-12-05T14:45Z 12.3K followers, XXX engagements


"*UNUSUAL BULLISH OPTIONS ACTIVITY* Despite its 3-day slide Delta $DAL still holding its higher-highs channel while options traders pile on at 12x norm on calls & 7x norm on puts Watch the $XX support & the YTD +10% level as bulls bet on a rebound via longer-dated strikes"  
[X Link](https://x.com/schaeffers/status/1998078758516064545)  2025-12-08T17:14Z 12.3K followers, XXX engagements


"Warby Parker $WRBY jumped XX% after Google $GOOGL just confirmed AI glasses are coming in 2026. The multi-year partnership includes up to $150M in WRBY funding & an equity stake with plans for both screen-free and display models built on Android XR. Short interest: 10.4%"  
[X Link](https://x.com/schaeffers/status/1998107340596531218)  2025-12-08T19:08Z 12.3K followers, XXX engagements


"$GOOGL keeps grinding: X monthly wins X weekly gains and STILL near its $XXX record high AI chatter & rumored Meta chip talks are helping fuel interest. Options tape is running hot: 4.2M calls & 2.4M puts in XX days led by the weekly 11/28 320Cs. 🔥"  
[X Link](https://x.com/schaeffers/status/1998120917071765544)  2025-12-08T20:02Z 12.3K followers, 1005 engagements


"DBs Jim Reid: The "goldilocks" 2026 bull case depends on the Fed staying dovish. 🕊 The problem Models say rates are already at the low end of fair value global CBs are leaning hawkish AND Trump fiscal stimulus combined w/ X% inflation could force rate hikes"  
[X Link](https://x.com/schaeffers/status/1998402815031378100)  2025-12-09T14:42Z 12.3K followers, XXX engagements


"Oracle $ORCL is set to drop earnings Wed PM. Street looking for $XXXX EPS on $16.19B rev as it leans hard into AI infra w/ OpenAI $NVDA $AMD deals & massive data-center build. WATCH: AI bookings margins debt load (exploring $30-38B). Stock +32% YTD but -XX% in last 30D"  
[X Link](https://x.com/schaeffers/status/1998413314255364436)  2025-12-09T15:23Z 12.3K followers, XXX engagements


"$META is reportedly racing to launch new *Avocado* AI model by 1Q26 after Llama X stalled & internal friction slowed progress. Zuck's Superintelligence Labs have hired aggressively but new model may be closed-source marking a SHARP pivot from Metas open-AI stance"  
[X Link](https://x.com/schaeffers/status/1998416818025939296)  2025-12-09T15:37Z 12.3K followers, XXX engagements


"Nvidia swinging after Trump H200 chips Truth post and then FT reported Beijing may still restrict access. $NVDA is holding on to its $XXX floor but capped by its 40DMA. SOIR at XXXX (87th %ile) shows unusually bearish short-term positioning"  
[X Link](https://x.com/schaeffers/status/1998418531617235154)  2025-12-09T15:44Z 12.3K followers, XXX engagements


"BULL SIGNAL: Antero Resources $AR Stock bouncing off key $XX support & testing 40MMA. Past signals result in XXX% win rate & avg +6.4% 30D gain ALSO: Heavy put skew (10D put/call XXXX 96th %ile) as potential unwind fuel & SVI in low 22nd %ile meaning cheap options setups"  
[X Link](https://x.com/schaeffers/status/1978527141768622119)  2025-10-15T18:23Z 12.3K followers, XXX engagements


"Hologic $HOLX jumps to YTD highs on $17B buyout buzz from $BX & $TPG breakout above $XX extending 5D win streak Options activity is on FIRE: 🔥 50D put/call vol ratio at record low (100th %ile call-buying) 🔥 SOIR: XXXX (11th %ile) 🔥 2200+ calls traded already (6x the norm)"  
[X Link](https://x.com/schaeffers/status/1980295605529551359)  2025-10-20T15:30Z 12.3K followers, XXX engagements


"Earnings on deck for Tuesday 10/28: $AMT $AOS $BKNG $BXP $CARR $GLW $CSGP $DHI $ECL $EIX $EA $EQR $XPND $HUBB $INCY $IVZ $IQV $LH $MDLZ $MSCI $NEE $NVS $OKE $PYPL $PPG $REGN $RCL $STX $SHW $SOFI $SYY $TER $UNH $UPS $VLTO $V $W $XYL $ZBRA"  
[X Link](https://x.com/schaeffers/status/1982879973200302573)  2025-10-27T18:40Z 12.3K followers, XXX engagements


"Pizza Hut $PZZA dropped -XXX% after Reuters reported $APO withdrew its $64/share takeover bid Both declined comment. Earlier reports suggested a joint offer from Apollo & Irth Capital above $60/share"  
[X Link](https://x.com/schaeffers/status/1985847307036999968)  2025-11-04T23:11Z 12.3K followers, XXX engagements


"Regeneron $REGN trading was just halted & just announced FDA has approved EYLEA HD for macular edema tied to retinal vein occlusion The agency also cleared monthly dosing across all HD indications backed by the Phase X QUASAR win"  
[X Link](https://x.com/schaeffers/status/1991253410889253274)  2025-11-19T21:13Z 12.3K followers, 2000 engagements


"Kroger $KR sinking today a it's shutting down three automated delivery fulfillment centers & will take a $2.6B Q3 charge. Stock -XXX% today failing again at the 80DMA after bouncing off the lowest level since March"  
[X Link](https://x.com/schaeffers/status/1991563990506566100)  2025-11-20T17:47Z 12.3K followers, XXX engagements


"Marvell Tech $MRVL -X% today +30% YTD; now testing $XX support & bullish 320DMA setup Past signals: XX% win rate +7.7% avg 30D return. Sentiment is stretched in put/call ratio in the 99th percentile"  
[X Link](https://x.com/schaeffers/status/1991608838756118773)  2025-11-20T20:45Z 12.3K followers, XXX engagements


"GS: Short interest has rebuilt FAST after Octobers squeeze Flagged XX large-caps w/ sharpest increases. Albertsons $ACI tops the list after SI jumped from X% to XX% in two weeks Also elevated: $AMKR $DBX $WRB $PNFP $SWKS $FITB $DUOL $HPQ $S $LAD $STZ $WLK & more"  
[X Link](https://x.com/schaeffers/status/1992625186378854443)  2025-11-23T16:04Z 12.3K followers, XXX engagements


": $CVNA 🔵 Upgraded to Outperform at Wedbush PT hiked to $XXX Recent pullback tied to $KMX weakness & credit worries is overdone. Expects Carvana to surpass their retail volume by 4Q26 6M ahead of prior forecasts. sees path to 3M annual unit sales by 2033"  
[X Link](https://x.com/schaeffers/status/1992974669171859733)  2025-11-24T15:12Z 12.3K followers, XXX engagements


"NetApp $NTAP is jumping +5% AH after a clean beat & raise: Q2 GAAP EPS $XXXX vs $XXXX adj $XXXX vs $XXXX rev $1.71B beat. FY EPS now $7.75-$8.05 (raised). Q3 rev $1.62-$1.77B; GAAP EPS $1.52-$1.62"  
[X Link](https://x.com/schaeffers/status/1993443157573616038)  2025-11-25T22:14Z 12.3K followers, XXX engagements


"⚡THIS WEEK'S VOLATILITY WATCH: Big options flows on $CIFR & $BMNR primed for moves. 🔺 Overbought: $HAE $EXAS $QNCX 🔻 Oversold: $NTNX $NPIFF $FISV Trade carefully. swings incoming ⚠"  
[X Link](https://x.com/schaeffers/status/1995198645705068991)  2025-11-30T18:30Z 12.3K followers, XXX engagements


"ConocoPhillips $COP rebounded +1.8% today still -X% YTD & capped by cluster of MAs overhead. w/ crude back near $XX & geopolitical risk elevated traders are watching for a breakout. Analyst sentiment remains strong across the oil majors but downgrades loom if headlines worsen"  
[X Link](https://x.com/schaeffers/status/1995570420221968498)  2025-12-01T19:07Z 12.3K followers, XXX engagements


"Hewlett Packard $HPE Earnings Prep for Thu PM): Est: $XXXX EPS on $9.91B rev (+16% y/y) Beat EPS XX% rev XX% last 2Y Focus: AI server demand Juniper integration AI infra deals $931M DoD deal Recent FY26 guide & execution concerns weigh on sentiment +3% YTD"  
[X Link](https://x.com/schaeffers/status/1996318522830635425)  2025-12-03T20:40Z 12.3K followers, XXX engagements


"This mornings adjusted earnings were green across the board with one exception. $AEO: Beat $CRWD: Beat $M: Big beat $MRVL: Slight beat $OKTA: Beat $PSTG: Small miss"  
[X Link](https://x.com/schaeffers/status/1996335515084505540)  2025-12-03T21:47Z 12.3K followers, XXX engagements


"Snowflake $SNOW beat on Q3 rev & EPS (+29% y/y). Posted strong margins XXX% NRR & expanded AI partnerships w/ $AMZN $ACN & Anthropic. But shares are -X% after hours as Q4 product-rev guide came in "only" in line with estimates. apparently not enough for lofty AI expectations"  
[X Link](https://x.com/schaeffers/status/1996336681776193618)  2025-12-03T21:52Z 12.3K followers, XXX engagements


"Premarket catalysts: $NCNO 🚀 Q3 beat & bullish guide $ALK 🔻 slashes Q4 on IT outage $GWRE 📈 strong FQ1 beat $AI 😬 revenue -XX% in Q2 Watching for follow-thru flows at the open"  
[X Link](https://x.com/schaeffers/status/1996583926362460176)  2025-12-04T14:14Z 12.3K followers, XXX engagements


"Robinhood $HOOD is officially expanding into Indonesia w/ acquistion of brokerage PT Buana Capital Sekuritas & crypto trader PT Pedagang Aset Kripto Indonesia has 19M+ retail investors (mostly 40). HOOD plans to launch local stock/crypto app by 2027"  
[X Link](https://x.com/schaeffers/status/1998024156798198239)  2025-12-08T13:37Z 12.3K followers, XXX engagements


"Confluent $CFLT is ripping premarket up approx +28% on WSJ report that $IBM is close to acquiring the company in $11B deal Thats roughly a XX% premium to Fridays close. If finalized it would be IBMs largest deal in years as it doubles down on cloud & AI infrastructure"  
[X Link](https://x.com/schaeffers/status/1998024530695241928)  2025-12-08T13:39Z 12.3K followers, XXX engagements


": $MRVL 🔴    Benchmark cuts to Hold after industry checks suggest $AMZN Tranium X & X designs went to rival Alchip. Analysts now expect just XX% XPU growth in 2026"  
[X Link](https://x.com/schaeffers/status/1998026169074307125)  2025-12-08T13:45Z 12.3K followers, 1256 engagements


": $CIEN 🟢    Needham hikes Ciena PT to $XXX (from $130) and reiterates Buy citing broad Cloud & Telco demand AI-driven hyperscaler capex and a strengthening backlog heading into FY26"  
[X Link](https://x.com/schaeffers/status/1998026510234701858)  2025-12-08T13:46Z 12.3K followers, XXX engagements


"Wedbush just released its "AI losers" list👎 $INTC $QCOM $HPQ $SYNA $QRVO $CRUS $ADBE $DOCU $WDAY $PINS $TTD $UBER $LYFT $CART AI infra demand is driving memory prices sharply higher pressuring PC/handset makers & legacy SaaS & ad-tech & rideshare models"  
[X Link](https://x.com/schaeffers/status/1998027477634232445)  2025-12-08T13:50Z 12.3K followers, XXX engagements


"Why does that matter DRAM +30% & NAND +20% create margin compression across PCs. $TSLA AV rollout threatens $UBER & $LYFT's asset-light economics. Agentic AI pushes ad dollars to $AMZN $META $GOOGL & $APP. Legacy SaaS like $ADBE $DOCU 4WDAY $NICE face AI-native disruptors"  
[X Link](https://x.com/schaeffers/status/1998027884217389273)  2025-12-08T13:52Z 12.3K followers, XXX engagements


"*S&P REBALANCING UPDATES* Pinterest $PINS will join S&P XXX +4% premarket. Under Armour $UAA $UA $POWI $PRGO $IRDM $VAC $NSP will move down to S&P XXX. StitchFix $FIX is getting promoted to the S&P XXX *EFFECTIVE DEC 22*"  
[X Link](https://x.com/schaeffers/status/1998028738500714830)  2025-12-08T13:55Z 12.3K followers, XXX engagements


"IPO Radar This Week: The debut slate includes Cardinal Infrastructure $CDNL Lumexa Imaging $LMRI & Wealthfront $WLTH. Lock-up expirations hit Voyager Tech $VOYG and AIRO Group $AIRO. so BOTH could see added volatility as restricted shares free up"  
[X Link](https://x.com/schaeffers/status/1998034705363661095)  2025-12-08T14:19Z 12.3K followers, XXX engagements


"This weeks key conferences: Barclays $BCS Global TMT Raymond TMT & Consumer KeyBanc $KEY Consumer ROTH Deer Valley Goldman Sachs $GS U.S. Financials Healthcare: ASH Meeting ft. key updates from $BMY $JNJ $MRK"  
[X Link](https://x.com/schaeffers/status/1998036346028556796)  2025-12-08T14:26Z 12.3K followers, XXX engagements


"TODAY: John Deere $DE hosts its Analyst Day. Jefferies says the spotlight will be on capital discipline and growth optionality as management lays out its multi-year roadmap"  
[X Link](https://x.com/schaeffers/status/1998036988054892946)  2025-12-08T14:28Z 12.3K followers, 1008 engagements


"$GOOGL $GOOG Android XR event kicks off today Highlights Gemini-driven XR apps New platform capabilities for glasses & headsets Follows Samsungs Galaxy XR launch triggering raised expectations for Googles XR roadmap"  
[X Link](https://x.com/schaeffers/status/1998037610380570640)  2025-12-08T14:31Z 12.3K followers, XXX engagements


""The $PSKY offer for all $WBD provides shareholders $18B more in cash than $NFLX offer. WBD's Board's rec of NFLX is based on illusory prospective valuation of Global Networks unsupported by fundamentals & encumbered by high levels of financial leverage.""  
[X Link](https://x.com/schaeffers/status/1998044159983399135)  2025-12-08T14:57Z 12.3K followers, XXX engagements


"Structure Therapeutics $GPCR surging +100% after mid-stage data for its weight-loss pill showed approx. XXXX% body-weight reduction which is roughly in line with Eli Lilly's $LLY orforglipron & just below Novo's $NVO oral Wegovy. NOTE: Side effects were higher vs rivals"  
[X Link](https://x.com/schaeffers/status/1998062756763742597)  2025-12-08T16:10Z 12.3K followers, XXX engagements


"Mirum $MIRM just acquired Bluejay Therapeutics for $250M cash & $370M stock w/ up to $200M in milestones Key asset Brelovitug a Phase X monoclonal antibody for chronic hepatitis B with FDA Breakthrough designation"  
[X Link](https://x.com/schaeffers/status/1998067206178181175)  2025-12-08T16:28Z 12.3K followers, XXX engagements


"SpaceX valuation chatter is lifting satellite stocks today Reports of an $800B valuation in a secondary sale boosted $SATS and $RKLB on Monday Analysts say a mark-to-market revaluation of satellite spectrum is driving the move"  
[X Link](https://x.com/schaeffers/status/1998068851775533374)  2025-12-08T16:35Z 12.3K followers, XXX engagements


"JPM 2026 Outlook Includes. * Lower bond yields in 2026 * AI rollout boosting U.S. productivity * China growth improving * Europe earnings rebounding JPM stays overweight on emerging markets esp China & prefers Europe over U.S. given high U.S. valuations (23x PE now)"  
[X Link](https://x.com/schaeffers/status/1998071967497269426)  2025-12-08T16:47Z 12.3K followers, XXX engagements


"📌 $SPX INDEX SHIFTS EFFECTIVE MON DEC. 22: Added to S&P 500: $CRH $CVNA $FIX Deleted from S&P 500: $LKQ $SOLS $MHK Expect flows as index funds adjust. these inclusions typically attract buying while deletions face outflow pressure"  
[X Link](https://x.com/schaeffers/status/1998073461818995005)  2025-12-08T16:53Z 12.3K followers, XXX engagements


"Wynn Resorts $WYNN popping +3.3% to $XXXXXX after two PT hikes: Stifel up to $XXX & JPM up to $XXX Stifel cites UAE expansion & limited competition. $WYNN now+51% YTD & nearing its 3Y high at $134.72"  
[X Link](https://x.com/schaeffers/status/1998079593400713284)  2025-12-08T17:17Z 12.3K followers, XXX engagements


"Marvell Tech $MRVL is -XX% to $XX after being snubbed from the S&P XXX AND facing chatter that Microsoft may shift custom chip supply to Broadcom AND taking a downgrade from Benchmark (buy to hold). $MRVL now -XX% YTD"  
[X Link](https://x.com/schaeffers/status/1998080066811822265)  2025-12-08T17:19Z 12.3K followers, XXX engagements


"* @BLS_gov JUST DELAYED OCT PPI DATA * We just lost another data point: Oct PPI wont be published until Jan bundled w/ Nov. CPI on Dec. XX still on schedule including limited Oct inputs. Expect added volatility as markets price Fed expectations w/ fewer inflation signals"  
[X Link](https://x.com/schaeffers/status/1998085231296041449)  2025-12-08T17:40Z 12.3K followers, XXX engagements


"Semafor just reported that the US Commerce Dept will allow exports of Nvidia's H200 to China marking a MAJOR win for $NVDA after months of uncertainty Shares surged on the headline even as DC hawks push back & China continues advancing models from DeepSeek and Alibaba $BABA"  
[X Link](https://x.com/schaeffers/status/1998102579188826579)  2025-12-08T18:49Z 12.3K followers, XXX engagements


"BofA just lifted its Carvana $CVNA target XX% to $XXX citing $SPX inclusion & strong unit trends. BofA expects Carvana to surpass CarMax $KMX in units sold in 2026 w/ YTD: CVNA +110% vs KMX -52%. BofA sees sustained XX% unit CAGR from 2027-2032"  
[X Link](https://x.com/schaeffers/status/1998117433001783521)  2025-12-08T19:48Z 12.3K followers, XXX engagements


"Retail at @CharlesSchwab in Nov: Dip Buy it. Rip Sell it. STAX (Trading Activity Index) hit XXXXX for its 6th month higher Crowd favorites: $NVDA $PLTR $META $AMZN $TSLA Crowd ghosted: $AAPL $AVGO $LLY $INTC $RIVN Only IT & Discretionary made the nice list. 😇"  
[X Link](https://x.com/schaeffers/status/1998118296135086173)  2025-12-08T19:51Z 12.3K followers, XXX engagements


"$IMAX laid out a bullish 3Y roadmap: HSD-LDD rev growth EBITDA margins rising XX% & stronger content premium upgrades. Analysts say consolidation of $NFLX & $WBD could help IMAX. $IMAX +7.7% today & +40% in X months as the model shows operating leverage. 👀"  
[X Link](https://x.com/schaeffers/status/1998118853750948139)  2025-12-08T19:53Z 12.3K followers, XXX engagements


"Waymo just crossed over 450K weekly paid rides nearly DOUBLING since April (250K) Tiger Global calls $GOOGL Waymo the clear leader citing a product 10x safer than human drivers. The Alphabet unit is widening its lead over Teslas limited pilot programs in Austin & Bay Area"  
[X Link](https://x.com/schaeffers/status/1998119430950105208)  2025-12-08T19:56Z 12.3K followers, XXX engagements


"Trump is urging Deere $DE & other tractor makers to cut prices blaming environmental excesses for higher costs while announcing $12B in farm aid. The new relief program offers up to $11B in payments to crop farmers as tariffs & low prices strain the sector"  
[X Link](https://x.com/schaeffers/status/1998124765731496146)  2025-12-08T20:17Z 12.3K followers, XXX engagements


"$LULU is sliding ahead of Thursdays earnings as Jefferies reiterates underperform AND cuts PT to $XXX citing margin pressure & Alo Yoga competition. Stock -XXXX% YTD & stuck below its Sept. bear gap. Options pricing in a XXXX% post-earnings move; put flow is elevated"  
[X Link](https://x.com/schaeffers/status/1998130228913390052)  2025-12-08T20:39Z 12.3K followers, 1037 engagements


"It's a light earnings week but there are some major names about to MOVE including $CPB $CBRL $GME $CHWY $PL $ADBE $ORCL $CIEN $LULU $AVGO $COST 🎢"  
[X Link](https://x.com/schaeffers/status/1998133537417855303)  2025-12-08T20:52Z 12.3K followers, XXX engagements


"After last weeks surge today's tape finally exhaled. Higher yields stalled momentum & handed all X major indexes a red day w/ $DJI giving back XXX points. The message is clear: positioning is tightening ahead of Wed's Fed mtg even as odds for cut remain overwhelmingly 90%"  
[X Link](https://x.com/schaeffers/status/1998154567742353760)  2025-12-08T22:15Z 12.3K followers, XXX engagements


"AT&T $T laying out multi-year runway: 🔹 Reaffirms FY25 guide (EPS $1.97-$2.07) 🔹 $4B buybacks next year & $20B through XX 🔹 Fiber push accelerates w/ $SATS spectrum & $LUMN deal 🔹 Goal: 60M fiber locations by 2030 Leverage trending back to 2.5x within 3Y post-EchoStar"  
[X Link](https://x.com/schaeffers/status/1998157650643841358)  2025-12-08T22:28Z 12.3K followers, XXX engagements


"📌 $NFLX almost hit 1M contracts w/ bets on M&A chaos. 📌 $CVNA flow king of 2025 big upside call demand again. 📌 $WRBY & $CFLT monster multiples of avg vol (26x & 21x). 📌 $CNI shocker: 313x normal activity. what's brewing 📌 Quiet-but-bullish clusters in $DAL $PG $ONB"  
[X Link](https://x.com/schaeffers/status/1998170727397179681)  2025-12-08T23:20Z 12.3K followers, XXX engagements


"Soo @fundstrat says Wed's Fed decision is a "market-clearing event" that unlocks EOY rally. Six bullish drivers: Rate cut & QT ending Healthy economy & pent-up demand Data visibility post-shutdown XX% of FMs lagging = chase Nov oversold washout Dec seasonality"  
[X Link](https://x.com/schaeffers/status/1998404887571276217)  2025-12-09T14:50Z 12.3K followers, XXX engagements


"BTC treasury Twenty One Capital $XXI (backed by Tether & SoftBank) is -XX% on its @NYSE debut today after a SPAC merger. XXI holds 43514 BTC (approx. $4B) making it the #3 corporate holder behind $MSTR & $MARA"  
[X Link](https://x.com/schaeffers/status/1998425811708453057)  2025-12-09T16:13Z 12.3K followers, XXX engagements