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# ![@smartkarma Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::229050933.png) @smartkarma Smartkarma

Smartkarma, a financial insights platform, has been actively posting updates on various stocks and companies. Recently, there have been notable developments around companies such as Temenos, whose shares sank XX% after Hindenburg announced a short position, and Pop Mart, which saw its shares increase by XXX% year-to-date. Additionally, there are updates on earnings alerts for companies like Thermo Fisher, Aramco, and Mastercard, as well as discussions around potential buy opportunities in stocks like BYD and Advantest.

### Engagements: XXXXX [#](/creator/twitter::229050933/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::229050933/c:line/m:interactions.svg)

- X Week XXXXXX +8.80%
- X Month XXXXXX -XX%
- X Months XXXXXXX +26%
- X Year XXXXXXXXX -XX%

### Mentions: XX [#](/creator/twitter::229050933/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::229050933/c:line/m:posts_active.svg)

- X Week XX -XX%
- X Month XXX -XX%
- X Months XXXXX -XXXX%
- X Year XXXXX -XXXX%

### Followers: XXXXX [#](/creator/twitter::229050933/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::229050933/c:line/m:followers.svg)

- X Week XXXXX +0.19%
- X Month XXXXX +0.39%
- X Months XXXXX +4%
- X Year XXXXX +9.10%

### CreatorRank: XXXXXXXXX [#](/creator/twitter::229050933/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::229050933/c:line/m:influencer_rank.svg)

### Social Influence

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

**Social topic influence**
[china](/topic/china) 1.92%, [$2202hk](/topic/$2202hk) 1.92%, [$9896hk](/topic/$9896hk) 1.92%, [$nvda](/topic/$nvda) 1.92%, [dividend](/topic/dividend) #185, [advanced micro devices](/topic/advanced-micro-devices) 1.92%, [$amd](/topic/$amd) 1.92%, [advanced micro](/topic/advanced-micro) 1.92%, [ip](/topic/ip) #691, [ceo](/topic/ceo) XXXX%

**Top accounts mentioned or mentioned by**
[@tradingarb](/creator/undefined) [@yankedzt](/creator/undefined) [@mikefritzell](/creator/undefined) [@raopranav](/creator/undefined) [@tokyoturnrounds](/creator/undefined) [@kkrco](/creator/undefined) [@onecarlyle](/creator/undefined) [@blackstone](/creator/undefined) [@dailychartbook](/creator/undefined) [@davidjblenner](/creator/undefined) [@chrisz_ch](/creator/undefined)

**Top assets mentioned**
[NVIDIA Corp. (NVDA)](/topic/$nvda) [Advanced Micro Devices (AMD)](/topic/advanced-micro-devices) [POP MART  (PMRTY)](/topic/pop-mart) [Broadcom, Inc. (AVGO)](/topic/$avgo) [DisChain (DIS)](/topic/$dis) [Oracle Corporation (ORCL)](/topic/$orcl) [Ciena Corporation (CIEN)](/topic/$cien) [Novo-Nordisk (NVO)](/topic/$nvo) [Unity Software, Inc. (U)](/topic/unity-software-inc) [GlobalFoundries, Inc. (GFS)](/topic/globalfoundries-inc) [Micron Technology, Inc. (MU)](/topic/$mu) [On Holding AG (ONON)](/topic/$onon) [Alcon Inc. Ordinary Shares (ALC)](/topic/$alc) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Keysight Technologies Inc (KEYS)](/topic/keysight-technologies-inc) [Zoom Video Communications Inc (ZM)](/topic/zoom-video-communications-inc) [KEYS (KEYS)](/topic/$keys) [Dell Technologies, Inc. (DELL)](/topic/$dell) [Autodesk Inc (ADSK)](/topic/autodesk-inc) [Workday Inc (WDAY)](/topic/$wday) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [Zscaler Inc (ZS)](/topic/$zs) [Nutanix, Inc. Class A Common Stock (NTNX)](/topic/$ntnx) [Costco Wholesale Corporation (COST)](/topic/costco) [Costco Hot Dog (COST)](/topic/$cost) [Lululemon Athletica Inc (LULU)](/topic/$lulu) [Roblox, Corp. (RBLX)](/topic/roblox-corp) [Toyota Motor Corporation (TM)](/topic/$tm) [ServiceNow Inc (NOW)](/topic/servicenow) [Now Coin (NOW)](/topic/$now) [Bristol-Myers Squibb Co (BMY)](/topic/$bmy)
### Top Social Posts
Top posts by engagements in the last XX hours

"🚨BREAKING: CHINA MULLS $XXX BILLION FUNDING PLAN TO HELP VANKE REPAY DEBT $2202.HK"  
[X Link](https://x.com/smartkarma/status/1889566230195085693)  2025-02-12T06:44Z 8239 followers, 1796 engagements


"In Conclusion: "There's been a lot of enthusiasm washing over HK spin-offs lately: Zijin Mining (2899 HK) MINISO (9896 HK) and now Dongfeng. I think Dongfeng is trading full here. But it's not a strong conviction." David Blennerhassett 5/"  
[X Link](https://x.com/smartkarma/status/1975365510364865010)  2025-10-07T01:00Z 8241 followers, XXX engagements


"🚨BREAKING: CHINA VANKE PROPOSES EXTENDING 2B YUAN BONDS MATURING DEC. XX $2202.HK"  
[X Link](https://x.com/smartkarma/status/1993681435455267178)  2025-11-26T14:01Z 8240 followers, XXX engagements


"🚨BREAKING: JIMMY KIMMEL EXTENDS DEAL WITH DISNEYS ABC FOR AT LEAST A YEAR $DIS"  
[X Link](https://x.com/smartkarma/status/1998128903609827332)  2025-12-08T20:33Z 8239 followers, XXX engagements


"Singapore REITs (S-REITs): Extreme Positioning + Improving Fundamentals X Fund Flows: A Crowded Asymmetric Setup Institutions have been relentless net sellers all year positioning is deeply underweight. Retail investors continue to allocate providing steady bid support. Strategic buyers are accumulating key assets reinforcing long-term confidence. With Fed easing + quasi-QE institutional underweights become pain trades forcing potential chase-the-rally behavior on any sustained rebound. X Fundamentals: Stable Improving Macro-Supported Operating metrics are firm: positive rent reversions high"  
[X Link](https://x.com/smartkarma/status/1998930528951828719)  2025-12-11T01:39Z 8239 followers, 2482 engagements


"🛎 US Pre-Market movers: $NVO Novo Nordisk A/S +2.4% +4.0B $ORCL Oracle Corp -XXXX% -70.1B $U Unity Software Inc +4.8% +962.6M $CIEN Ciena Corp +9.3% +3.2B $NVDA NVIDIA Corp -XXX% -68.5B 👇🏻 See Smartkarma TL;DR to briefly understand why"  
[X Link](https://x.com/smartkarma/status/1999120260851782037)  2025-12-11T14:13Z 8240 followers, XXX engagements


"🔓 Free Research Previews  Indofood Sukses Makmur Tbk P $INDF.IJ: Indofood Cbp Sukses Makmur Tbk $ICBP.IJ: 🔍 Access Smartkarma's premium tools & features here:"  
[X Link](https://x.com/smartkarma/status/1993843670299430998)  2025-11-27T00:45Z 8238 followers, XXX engagements


"$INBK.IN Indian Bank (A mid cap stock in India's Financials sector): Value: 4/5 Dividend: 5/5 Growth: 4/5 Resilience: 4/5 Momentum: 5/5 🟢 SMART SCORE: 4.4/5 More analytics:"  
[X Link](https://x.com/smartkarma/status/1998937121118470292)  2025-12-11T02:05Z 8238 followers, XXX engagements


"🛎 US Pre-Market movers: $AMD Advanced Micro Devices Inc +6.6% +26.9B $GFS Globalfoundries Inc +6.5% +1.3B $ALC Alcon AG +6.5% +2.6B $ONON On Holding AG +9.1% +1.1B $MU Micron Technology Inc +2.1% +5.8B 👇🏻 See Smartkarma TL;DR to briefly understand why"  
[X Link](https://x.com/smartkarma/status/1988608490286563695)  2025-11-12T14:03Z 8239 followers, 1096 engagements


"@yan_ke_dzt IP concentration and gap: No other IP has demonstrated Labubu-like scaling increasing risk of an IP digestion period. Overseas expansion matures and supply normalization caps incremental demand. 3/"  
[X Link](https://x.com/smartkarma/status/2000445752246685953)  2025-12-15T06:00Z 8239 followers, XX engagements


"@yan_ke_dzt Valuation/Expectations mismatch: At 14x 2026E P/E valuation assumes durable IP growth; TP at HKD XXX to XXX with downgrade risk in 2H26. 4/"  
[X Link](https://x.com/smartkarma/status/2000445759213490542)  2025-12-15T06:00Z 8239 followers, XX engagements


"@yan_ke_dzt In Conclusion: "Pop Marts valuation assumes enduring super-IP momentum. With Labubu hype fading and no clear second growth engine earnings risk skews to the downside as expectations reset." Ke Yan CFA FRM 5/"  
[X Link](https://x.com/smartkarma/status/2000445765727240675)  2025-12-15T06:00Z 8239 followers, XXX engagements


"📉 CEO shake-up sends $TEMN $TEMN.SW tumbling 16%. JeanPierre Brulard exits just XX months in. Whats behind Temenos revolving door at the top GregoryRamirez joins @RaoPranav on #SmartCalls to unpack the risks + outlook: 📖 Read the full Insight: Disclaimer: Informational only. Not investment advice. #Temenos #Leadership #BankingTech #EquityResearch"  
[X Link](https://x.com/smartkarma/status/1965611964258021571)  2025-09-10T03:03Z 8238 followers, XXX engagements


"In Conclusion: "TOP TOY's spin-off is now firmed. I see MINISO trading at a XX% discount to NAV even if TOP TOY is priced at a similar metric to Pop Mart (9992 HK) suggesting TOP TOY's value is fully priced in" David Blennerhassett 5/"  
[X Link](https://x.com/smartkarma/status/1972828793820811584)  2025-09-30T01:00Z 8238 followers, XXX engagements


"🧵Smartkarma #eventdriven #threadoftheday Naver Financial and Dunamu Finalizes the Merger Ratio Douglas Kim -- $035420.KS 1/"  
[X Link](https://x.com/smartkarma/status/1993847260044800318)  2025-11-27T01:00Z 8239 followers, XXX engagements


"🚨BREAKING: KOREA ZINC TO BUILD SMELTER IN US COSTING $7.43B $010130.KS"  
[X Link](https://x.com/smartkarma/status/2000480158701277296)  2025-12-15T08:16Z 8239 followers, XXX engagements


"🚨BREAKING: WORLDLINE SAYS BOARD HAS APPROVED XXX MILLION CAPITAL INCREASE $WLN.FP"  
[X Link](https://x.com/smartkarma/status/1986314325754265996)  2025-11-06T06:06Z 8238 followers, XXX engagements


"Jardine Matheson Holdings (SGX: J36) Interim Management Statement (Q3 2025) Summary Group performance on track; full-year profit guidance unchanged Q3 results aligned with expectations set at half-year; no change to outlook. ✅ Leadership transition confirmed Lincoln Pan to become CEO on X Dec 2025 succeeding John Witt. (Neutral but strategically notable) Astra Q3 revenue flat; underlying profit slightly down YoY Weakness from coal mining offset by strength in financial services motorcycles and infrastructure. ❌/⚖ Major buybacks launched Astra and United Tractors each announced share buybacks"  
[X Link](https://x.com/smartkarma/status/1992015778993041788)  2025-11-21T23:42Z 8238 followers, XXX engagements


"Jardines Hong Kong Land on the charge. Stock price new highs for the move"  
[X Link](https://x.com/smartkarma/status/1999698769177379253)  2025-12-13T04:31Z 8238 followers, 3290 engagements


"🚨BREAKING: BELARUS PARDONS XXX PRISONERS AS US LIFTS SOME SANCTIONS: BELTA"  
[X Link](https://x.com/smartkarma/status/1999836028736295025)  2025-12-13T13:37Z 8238 followers, XXX engagements


"🛎 US Pre-Market movers: $NVDA NVIDIA Corp -XXX% -184.1B $GOOGL Alphabet Inc +4.3% +178.1B $AMD Advanced Micro Devices Inc -XXX% -17.9B $AVGO Broadcom Inc +4.4% +8.1B $KEYS Keysight Technologies Inc +13.5% +4.7B $ZM Zoom Video Communications Inc +6.1% +1.6B 👇🏻 See Smartkarma TL;DR to briefly understand why"  
[X Link](https://x.com/smartkarma/status/1993319042237841426)  2025-11-25T14:01Z 8239 followers, XXX engagements


"🛎 US Pre-Market movers: $DELL Dell Technologies Inc +4.7% +4.5B $ADSK Autodesk Inc +7.6% +5.1B $WDAY Workday Inc -XXX% -3.7B $HOOD Robinhood Markets Inc +5.9% +6.4B $ZS Zscaler Inc -XXX% -2.6B $NTNX Nutanix Inc -XXXX% -1.4B 👇🏻 See Smartkarma TL;DR to briefly understand why"  
[X Link](https://x.com/smartkarma/status/1993681714074574949)  2025-11-26T14:02Z 8239 followers, XXX engagements


"📈 Earnings Alert $2330.TT - TSMC Nov. Sales NT$343.61B +24.5% Y/y: Sales NT$343.61b Monthly sales (Y/y) +24.5% Monthly sales (M/m) -XXX% YTD sales NT$3.47 trillion YTD sales (Y/y) +32.8%"  
[X Link](https://x.com/smartkarma/status/1998627453133262998)  2025-12-10T05:34Z 8239 followers, XXX engagements


"📈 Earnings Alert $COST - Costco 1Q EPS Beats Estimates: EPS $XXXX vs. $XXXX y/y est $XXXX Total company comparable sales excl fuel in constant currency +6.4% est +5.92% US comparable sales ex-gas FX +5.9% est +5.68%"  
[X Link](https://x.com/smartkarma/status/1999227978262405220)  2025-12-11T21:21Z 8239 followers, XXX engagements


"🛎 US Pre-Market movers: $LULU Lululemon Athletica Inc +9.9% +2.4B $AVGO Broadcom Inc -XXX% -9.7B $TLRY Tilray Brands Inc +33.6% +3.1B $SNDL SNDL Inc +29.4% +175.4M $RBLX Roblox Corp -XXX% -1.8B 👇🏻 See Smartkarma TL;DR to briefly understand why"  
[X Link](https://x.com/smartkarma/status/1999480163550339072)  2025-12-12T14:03Z 8239 followers, XXX engagements


"STI PM - dividend just declared: 2025: XXXXX (paid in Jan 2026) 2024: XXXXX 2023: XXXXX 2022: XXXXX .54% cagr No X tertiary education name in Phils 5xPE X% yield"  
[X Link](https://x.com/smartkarma/status/2000400108974899580)  2025-12-15T02:58Z 8239 followers, XXX engagements


"🧵Smartkarma #bottomup #threadoftheday 2026 High Conviction: Sell Pop Mart Intl (9992 HK) Ke Yan CFA FRM @yan_ke_dzt -- $9992.HK 1/"  
[X Link](https://x.com/smartkarma/status/2000445737105318281)  2025-12-15T06:00Z 8239 followers, XXX engagements


"@yan_ke_dzt If you found this useful: Pls 💚 or 🔁 Follow us for updates 🙏 Smartkarma subs can continue reading: 6x"  
[X Link](https://x.com/smartkarma/status/2000445768780636556)  2025-12-15T06:00Z 8239 followers, XXX engagements


"This Insight is no longer behind the paywall (thanks to Rikki Malik): Overview #41 Securing Supply Unlocking Value: Global Themes in Equities and Commodities 🔓 No paywall & no registration required. 👇 Read in full now & share with your network"  
[X Link](https://x.com/smartkarma/status/2000536871240339659)  2025-12-15T12:02Z 8239 followers, XXX engagements


"🛎 US Pre-Market movers: $TM Toyota Motor Corp +3.5% +101.1B $ARGX argenx SE -XXX% -2.9B $TLRY Tilray Brands Inc +4.1% +429.9M $NOW ServiceNow Inc -XXX% -9.2B $BMY Bristol-Myers Squibb Co +2.5% +2.8B 👇🏻 See Smartkarma TL;DR to briefly understand why"  
[X Link](https://x.com/smartkarma/status/2000567975280337327)  2025-12-15T14:05Z 8239 followers, XXX engagements