# ![@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 15% after Hindenburg announced a short position, and Pop Mart, which saw its shares increase by 200% 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: [-----] [#](/creator/twitter::229050933/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::229050933/c:line/m:interactions.svg)

- [--] Week [------] +77%
- [--] Month [------] +22%
- [--] Months [-------] -20%
- [--] Year [---------] -17%

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

- [--] Week [--] -36%
- [--] Month [---] -15%
- [--] Months [-----] -4%
- [--] Year [-----] -14%

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

- [--] Week [-----] +0.02%
- [--] Month [-----] +0.33%
- [--] Months [-----] +1.50%
- [--] Year [-----] +6.90%

### CreatorRank: [-------] [#](/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**
[finance](/list/finance)  22.81% [stocks](/list/stocks)  21.05% [countries](/list/countries)  14.91% [technology brands](/list/technology-brands)  8.77% [automotive brands](/list/automotive-brands)  8.77% [exchanges](/list/exchanges)  6.14% [cryptocurrencies](/list/cryptocurrencies)  5.26% [currencies](/list/currencies)  3.51% [luxury brands](/list/luxury-brands)  2.63% [fashion brands](/list/fashion-brands)  1.75%

**Social topic influence**
[dividend](/topic/dividend) 8.77%, [china](/topic/china) 7.89%, [breaking](/topic/breaking) #3359, [kosdaq](/topic/kosdaq) #19, [bottomup](/topic/bottomup) 3.51%, [if you](/topic/if-you) 3.51%, [momentum](/topic/momentum) 3.51%, [stocks](/topic/stocks) 3.51%, [business](/topic/business) 2.63%, [novo](/topic/novo) 2.63%

**Top accounts mentioned or mentioned by**
[@barchart](/creator/undefined) [@mikefritzell](/creator/undefined) [@imfnews](/creator/undefined) [@macromicrome](/creator/undefined) [@drjim_walker](/creator/undefined) [@raopranav](/creator/undefined) [@sameertaneja41](/creator/undefined) [@maiuspartners](/creator/undefined) [@grok](/creator/undefined) [@caixin](/creator/undefined) [@tammireddy](/creator/undefined) [@tanayj](/creator/undefined) [@rampcapitalllc](/creator/undefined) [@parikpatelcfa](/creator/undefined) [@nickatfp](/creator/undefined) [@inartecarlodoss](/creator/undefined) [@cumlordeawards](/creator/undefined) [@bradmunchen](/creator/undefined) [@vickibryanbonda](/creator/undefined) [@teslacharts](/creator/undefined)

**Top assets mentioned**
[Novartis AG (NVS)](/topic/novartis) [Novo-Nordisk (NVO)](/topic/$nvo) [Pfizer, Inc. (PFE)](/topic/$pfe) [Open Campus (EDU)](/topic/$edu) [Stellantis N.V. (STLA)](/topic/$stla) [Factset Research Systems, Inc. (FDS)](/topic/$fds) [Tesla, Inc. (TSLA)](/topic/tesla) [Paymentus Holdings, Inc. (PAY)](/topic/$pay) [Medline Inc. (MDLN)](/topic/$mdln) [Nike Inc (NKE)](/topic/$nke) [Intel Corporation (INTC)](/topic/$intc) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [Lockheed Martin Corporation (LMT)](/topic/lockheed-martin) [Revolution Medicines, Inc. (RVMD)](/topic/$rvmd) [GLOBUS MEDICAL INC (GMED)](/topic/$gmed) [Acuity Brands, Inc. (AYI)](/topic/$ayi) [Limitus (LMT)](/topic/$lmt) [RPM International, Inc. (RPM)](/topic/$rpm) [Citigroup Inc (C)](/topic/citigroup) [CoStar Group, Inc. (CSGP)](/topic/$csgp) [Coterra Energy Inc (CTRA)](/topic/$ctra)
### Top Social Posts
Top posts by engagements in the last [--] hours

"🚨BREAKING: SAMSUNG TO BUY ZF GROUP'S DRIVER-ASSIST BUSINESS FOR 1.5B $005930.KS"  
[X Link](https://x.com/smartkarma/status/2003375573868118239)  2025-12-23T08:02Z [----] followers, [---] engagements


"🔓 Free Research Previews  HD Hyundai Co Ltd $267250.KS: HD Korea Shipbuilding & Offshore Engineering Co Ltd $009540.KS: 🔍 Access Smartkarma's premium tools & features here: http://on.skr.ma/tools http://on.skr.ma/4sitCKs http://on.skr.ma/48WlWpu http://on.skr.ma/tools http://on.skr.ma/4sitCKs http://on.skr.ma/48WlWpu"  
[X Link](https://x.com/smartkarma/status/2003990512739684689)  2025-12-25T00:45Z [----] followers, [---] engagements


"MediaTek $2454.TW - good results healthy inventories and plenty of catalysts up ahead. Smartkarma tech bench had a lot to say:"  
[X Link](https://x.com/smartkarma/status/1752830756605595860)  2024-01-31T23:06Z [----] followers, [---] engagements


"🔓 Most-read Company Primers this week: Primer: Paymentus Holdings ( PAY US) - Nov [----] Powered by Smartkarmas AI (SK) and proprietary datasets. Register to read for free. http://on.skr.ma/4rsYoQl http://on.skr.ma/4rsYoQl"  
[X Link](https://x.com/smartkarma/status/1995278042789511654)  2025-11-30T23:45Z [----] followers, [---] engagements


"Medline is heading for what could be the biggest US IPO of [----] with a $5.4B raise and major cornerstone investors. Jeff Zell joins @RaoPranav to unpack the scale risks & pricing challenges behind this mega listing. 📖 Read the full Insight: Disclaimer: Informational only. Not investment advice. #IPOs #Medline #Healthcare #EquityResearch #US #Investors $MDLN https://twitter.com/i/web/status/1998577328163844307 https://skr.ma/C7S7k https://twitter.com/i/web/status/1998577328163844307 https://skr.ma/C7S7k"  
[X Link](https://x.com/smartkarma/status/1998577328163844307)  2025-12-10T02:15Z [----] followers, [----] engagements


"🚨BREAKING: NOVARTIS ROCHE NEARING DEALS WITH WHITE HOUSE ON DRUG PRICING $ROG.SW"  
[X Link](https://x.com/smartkarma/status/2001351122372694280)  2025-12-17T17:57Z [----] followers, [---] engagements


"🚨BREAKING: NIDEC FOUNDER NAGAMORI RESIGNS FROM BOARD $6594.JP"  
[X Link](https://x.com/smartkarma/status/2001927902796148860)  2025-12-19T08:09Z [----] followers, [---] engagements


"🛎 US Pre-Market movers: $NKE Nike Inc +2.6% +2.4B $INTC Intel Corp -3.2% -4.7B $NVO Novo Nordisk A/S +1.9% +3.4B $ASTS AST SpaceMobile Inc +3.7% +841.1M 👇🏻 See Smartkarma TL;DR to briefly understand why http://on.skr.ma/jointldr http://on.skr.ma/jointldr"  
[X Link](https://x.com/smartkarma/status/2003828677164019800)  2025-12-24T14:02Z [----] followers, [---] engagements


"🧵Smartkarma #bottomup #threadoftheday Water Oasis (1161 HK) - Getting Silly Cash Now 118% of Market Capitalization Sameer Taneja @SameerTaneja41 -- $1161.HK 1/"  
[X Link](https://x.com/smartkarma/status/2006968719592010208)  2026-01-02T06:00Z [----] followers, [---] engagements


"🧵Smartkarma #bottomup #threadoftheday Taiwan Dual-Listings Monitor: TSMC Major Spread Breakdown; ASE & ChipMOS Opportunities Vincent Fernando CFA -- $TSM.US 1/"  
[X Link](https://x.com/smartkarma/status/2008780658735542697)  2026-01-07T06:00Z [----] followers, [---] engagements


"🛎 US Pre-Market movers: $LMT Lockheed Martin Corp +7.7% +9.9B $RVMD Revolution Medicines Inc -6.5% -1.0B $GMED Globus Medical Inc +7.1% +930.1M $AYI Acuity Brands Inc -5.8% -621.0M $RPM RPM International Inc -5.6% -716.9M 👇🏻 See Smartkarma TL;DR to briefly understand why http://on.skr.ma/jointldr http://on.skr.ma/jointldr"  
[X Link](https://x.com/smartkarma/status/2009265151082668380)  2026-01-08T14:05Z [----] followers, [---] engagements


"🚨BREAKING: SK HYNIX TO SPEND 19T WON ON S. KOREA CHIP PACKAGING FACILITIES $000660.KS"  
[X Link](https://x.com/smartkarma/status/2010869249200570881)  2026-01-13T00:19Z [----] followers, [---] engagements


"📈 Earnings Alert $C - Citigroup 4Q FICC Sales & Trading Revenue Beat Estimates: FICC sales & trading revenue $3.46b est $3.29b Markets revenue $4.54b est $4.45b Banking revenue $2.21b est $2b https://www.smartkarma.com/entities/citigroup-inc https://www.smartkarma.com/entities/citigroup-inc"  
[X Link](https://x.com/smartkarma/status/2011424284703707447)  2026-01-14T13:04Z [----] followers, [---] engagements


"🔓 Free Research Previews  Samsung C&T Corporation $028260.KS: Samsung Biologics Co Ltd $207940.KS: 🔍 Access Smartkarma's premium tools & features here: http://on.skr.ma/tools http://on.skr.ma/3YJCHOO http://on.skr.ma/49mmnK1 http://on.skr.ma/tools http://on.skr.ma/3YJCHOO http://on.skr.ma/49mmnK1"  
[X Link](https://x.com/smartkarma/status/2011600670256968048)  2026-01-15T00:45Z [----] followers, [---] engagements


"🧵Smartkarma #eventdriven #threadoftheday StubWorld: WuXi Biologics (2269 HK)'s Double Discounts; Melco (200 HK) Further Out Of Whack David Blennerhassett -- $2269.HK 1/"  
[X Link](https://x.com/smartkarma/status/2013416204426526775)  2026-01-20T01:00Z [----] followers, [---] engagements


"Preceding my comments on WuXi stable - and Melco International Development (200 HK) - are the current setup/unwind tables for Asia-Pacific Holdcos. 3/"  
[X Link](https://x.com/smartkarma/status/2013416227398652232)  2026-01-20T01:00Z [----] followers, [--] engagements


"In Conclusion: "WuXi XDC Cayman (2268 HK)'s Offer for BioDlink International (1875 HK) will add an additional discount layer to WuXi Biologics (2269 HK). Plus Melco's NAV premium is unsustainable." David Blennerhassett 5/"  
[X Link](https://x.com/smartkarma/status/2013416245190897954)  2026-01-20T01:00Z [----] followers, [---] engagements


"If you found this useful: Pls 💚 or 🔁 Follow us for updates 🙏 Smartkarma subs can continue reading: 6x https://www.smartkarma.com/insights/stubworld-wuxi-biologics-2269-hk-s-double-discounts-melco-200-hk-further-out-of-whack https://www.smartkarma.com/insights/stubworld-wuxi-biologics-2269-hk-s-double-discounts-melco-200-hk-further-out-of-whack"  
[X Link](https://x.com/smartkarma/status/2013416248747741620)  2026-01-20T01:00Z [----] followers, [---] engagements


"🧵Smartkarma #bottomup #threadoftheday Japan Activism Briefs Ezaki Glico SMS NS United Mark Chadwick -- $2206.JP 1/"  
[X Link](https://x.com/smartkarma/status/2016028417578434889)  2026-01-27T06:00Z [----] followers, [---] engagements


"🚨BREAKING: THIRD POINT TO LAUNCH ACTIVIST CAMPAIGN AGAINST COSTAR: REUTERS $CSGP"  
[X Link](https://x.com/smartkarma/status/2016139431548485922)  2026-01-27T13:21Z [----] followers, [---] engagements


"@MaiusPartners @grok Impact on parent HLAs share price"  
[X Link](https://x.com/smartkarma/status/2016295865925959868)  2026-01-27T23:42Z [----] followers, [--] engagements


"🚨BREAKING: DEVON ENERGY & COTERRA ENERGY TO COMBINE IN STOCK DEAL $CTRA"  
[X Link](https://x.com/smartkarma/status/2018294230742089975)  2026-02-02T12:03Z [----] followers, [---] engagements


"Qoria (QOR AU)has announced a scrip merger with unlisted Boston-based Aura to form an enlarged digital safety play under the ASX-ticker AXQ. 2/"  
[X Link](https://x.com/smartkarma/status/2018852030081843539)  2026-02-04T01:00Z [----] followers, [---] engagements


"Taiwan: Real GDP Growth #chartoftheday (via @MacroMicroMe) "Taiwans Q4 [----] preliminary GDP growth came in at 12.68% the highest single-quarter reading in [--] years""  
[X Link](https://x.com/smartkarma/status/2018897559734059484)  2026-02-04T04:01Z [----] followers, [---] engagements


"📈 Earnings Alert $NOVN.SW - Novartis 4Q Core OP Matches Estimates: Core OP $4.93b est $4.93b Core EPS $2.03 est $2.01 Core operating margin 37% est 35.7% Core net income $3.89b est $3.85b Net sales $13.34b est $13.68b https://www.smartkarma.com/entities/novartis-ag-8261b5d2-53ba-409e-8628-86d59cd6f853 https://www.smartkarma.com/entities/novartis-ag-8261b5d2-53ba-409e-8628-86d59cd6f853"  
[X Link](https://x.com/smartkarma/status/2018928772586811441)  2026-02-04T06:05Z [----] followers, [---] engagements


"📈 Earnings Alert $PFE - Pfizer 4Q Paxlovid Rev. Misses Estimates: Paxlovid rev. $218m est $589.2m Enbrel revenue $180m est $155.3m Adj. R&D expense $3.12b https://www.smartkarma.com/entities/pfizer-inc https://www.smartkarma.com/entities/pfizer-inc"  
[X Link](https://x.com/smartkarma/status/2018942588183879864)  2026-02-04T06:59Z [----] followers, [---] engagements


"🚨BREAKING: NOVO NORDISK FALLS 18% AFTER SALES OUTLOOK MISSES ESTIMATES $NOVOB.DC"  
[X Link](https://x.com/smartkarma/status/2018959584069914749)  2026-02-04T08:07Z [----] followers, [---] engagements


"🛎 US Pre-Market movers: $LITE Lumentum Holdings Inc +15.1% +5.1B $LLY Eli Lilly and Co +8.5% +87.8B $BSX Boston Scientific Corp -9.2% -11.3B $GSK GSK plc +4.3% +9.9B $AMD Advanced Micro Devices Inc -9.7% -34.3B 👇🏻 See Smartkarma TL;DR to briefly understand why http://on.skr.ma/jointldr https://twitter.com/i/web/status/2019049235698884619 http://on.skr.ma/jointldr https://twitter.com/i/web/status/2019049235698884619"  
[X Link](https://x.com/smartkarma/status/2019049235698884619)  2026-02-04T14:03Z [----] followers, [---] engagements


"At 0.47x P/B that looks like a bargain for GuocoLand. But the price is the highest level in near-on seven years. For shareholders in an illiquid stock here's your exit. 4/"  
[X Link](https://x.com/smartkarma/status/2019214440990994712)  2026-02-05T01:00Z [----] followers, [--] engagements


"In Conclusion: "Clean deal. Trading at a gross/annualised spread of 4.8%/10.7% assuming late July completion. That's looks right. If illiquid Malaysian arbs are your bag get some exposure here and on weakness." David Blennerhassett 5/"  
[X Link](https://x.com/smartkarma/status/2019214448192634906)  2026-02-05T01:00Z [----] followers, [---] engagements


"Malaysian equity market kicked off to a strong start in Jan-26 with ADTV at MYR3.4b surpassing all monthly levels recorded in [----]. Source: Maybank Bursa Malaysia"  
[X Link](https://x.com/smartkarma/status/2019214561103241224)  2026-02-05T01:00Z [----] followers, [----] engagements


"$037710.KS Gwangjushinsegae (A micro cap stock in South Korea's Consumer Discretionary sector): Value: 5/5 Dividend: 5/5 Growth: 4/5 Resilience: 4/5 Momentum: 4/5 🟢 SMART SCORE: 4.4/5 More analytics: http://on.skr.ma/4abdwd5 http://on.skr.ma/4abdwd5"  
[X Link](https://x.com/smartkarma/status/2019230951759642880)  2026-02-05T02:05Z [----] followers, [--] engagements


"$EDU New Oriental Education & Techn (A large cap stock in China's Consumer Discretionary sector): Value: 4/5 Dividend: 3/5 Growth: 5/5 Resilience: 4/5 Momentum: 5/5 🟢 SMART SCORE: 4.2/5 More analytics: http://on.skr.ma/4rz3GZW http://on.skr.ma/4rz3GZW"  
[X Link](https://x.com/smartkarma/status/2019230964661252391)  2026-02-05T02:05Z [----] followers, [--] engagements


"QQQ: Short Interest (26-Jan) #chartoftheday (via @Barchart) "Nasdaq $QQQ short interest falls to lowest level since AT LEAST 2018""  
[X Link](https://x.com/smartkarma/status/2019259968617345240)  2026-02-05T04:01Z [----] followers, [---] engagements


"I see Guoco's implied stub - net of GuocoLand Hong Leong Financial (HLFG MK) Bank of East Asia (23 HK) and Rank Group (RNK LN)- at a decade low. 3/"  
[X Link](https://x.com/smartkarma/status/2019576810737152293)  2026-02-06T01:00Z [----] followers, [---] engagements


"🚨BREAKING: STELLANTIS FALLS 14% AFTER TAKING ABOUT 22B CHARGES IN 2H25 $STLA"  
[X Link](https://x.com/smartkarma/status/2019685910112288789)  2026-02-06T08:13Z [----] followers, [---] engagements


"🛎 US Pre-Market movers: $AMZN Inc -8.1% -171.4B $STLA Stellantis NV -26.0% -5.3B $ROIV Roivant Sciences Ltd +14.8% +2.7B $UI Ubiquiti Inc +8.7% +3.3B $RBLX Roblox Corp +10.7% +4.6B 👇🏻 See Smartkarma TL;DR to briefly understand why http://on.skr.ma/jointldr http://Amazon.com http://on.skr.ma/jointldr http://Amazon.com"  
[X Link](https://x.com/smartkarma/status/2019775293058412721)  2026-02-06T14:08Z [----] followers, [---] engagements


"🚨BREAKING: DORSEYS BLOCK CUTTING UP TO 10% OF STAFF IN EFFICIENCY PUSH $XYZ"  
[X Link](https://x.com/smartkarma/status/2020256105524498586)  2026-02-07T21:59Z [----] followers, [---] engagements


"Latest edition of Smartkarmas Weekly Top Ten Tech Hardware and Semiconductor Newsletter is out. This weekly newsletter pulls together summaries of the top ten most-read Insights across Tech Hardware and Semiconductor on Smartkarma. Sign up for free: http://on.skr.ma/4ruCQlm http://on.skr.ma/4ruCQlm"  
[X Link](https://x.com/smartkarma/status/2020452798484374012)  2026-02-08T11:01Z [----] followers, [---] engagements


"🚨BREAKING: KEIR STARMER CHIEF OF STAFF MCSWEENEY RESIGNS SKY REPORTS"  
[X Link](https://x.com/smartkarma/status/2020503311317971009)  2026-02-08T14:21Z [----] followers, [---] engagements


"🚨BREAKING: KDDI SHARES DROP AS MUCH AS 10% ON FICTIOUS TRANSACTION IMPACT $9433.JP"  
[X Link](https://x.com/smartkarma/status/2020653624976871649)  2026-02-09T00:19Z [----] followers, [---] engagements


"Geelys deliveries exceeded BYD and became the largest car maker in China in January. 2/"  
[X Link](https://x.com/smartkarma/status/2020739464348434536)  2026-02-09T06:00Z [----] followers, [--] engagements


"Geelys domestic deliveries were equivalent to BYDs in the two months Dec [----] and Jan [----]. 3/"  
[X Link](https://x.com/smartkarma/status/2020739470329573461)  2026-02-09T06:00Z [----] followers, [--] engagements


"We believe the stock has an upside of 65% for the next twelve months. 4/"  
[X Link](https://x.com/smartkarma/status/2020739476704895467)  2026-02-09T06:00Z [----] followers, [--] engagements


"In Conclusion: "Geelys deliveries exceeded BYD and became the largest car maker in China in January. We believe the stock has an upside of 65% for the next twelve months." Ming Lu 5/"  
[X Link](https://x.com/smartkarma/status/2020739483109581245)  2026-02-09T06:00Z [----] followers, [---] engagements


"If you found this useful: Pls 💚 or 🔁 Follow us for updates 🙏 Smartkarma subs can continue reading: 6x https://www.smartkarma.com/insights/geely-175-hk-exceeded-byd-and-became-no-1 https://www.smartkarma.com/insights/geely-175-hk-exceeded-byd-and-became-no-1"  
[X Link](https://x.com/smartkarma/status/2020739485865263342)  2026-02-09T06:00Z [----] followers, [---] engagements


"🚨BREAKING: CHINA URGES BANKS TO CURB US TREASURIES EXPOSURE ON MARKET RISK"  
[X Link](https://x.com/smartkarma/status/2020740934523387980)  2026-02-09T06:05Z [----] followers, [---] engagements


"📈 Earnings Alert $PFE - Pfizer Ltd 3Q Net Income Misses Estimates: Net income 1.42b rupees +11% y/y est 1.66b rupees (2 ests) Revenue 6.45b rupees +20% y/y est 5.81b rupees Total costs 4.33b rupees +6.1% y/y https://www.smartkarma.com/entities/pfizer-inc https://www.smartkarma.com/entities/pfizer-inc"  
[X Link](https://x.com/smartkarma/status/2020861519882600810)  2026-02-09T14:05Z [----] followers, [---] engagements


"🛎 US Pre-Market movers: $WDAY Workday Inc -5.8% -2.4B $NVO Novo Nordisk A/S +5.2% +8.7B $ORCL Oracle Corp +4.8% +19.6B $NWG NatWest Group PLC -8.5% -11.7B $DT Dynatrace Inc +12.6% +1.4B 👇🏻 See Smartkarma TL;DR to briefly understand why http://on.skr.ma/jointldr http://on.skr.ma/jointldr"  
[X Link](https://x.com/smartkarma/status/2020861936389456071)  2026-02-09T14:06Z [----] followers, [---] engagements


"@IMFNews [--]. Nitcoin: ETF Monthly New Flow (via @Barchart)"  
[X Link](https://x.com/smartkarma/status/2021056618625106319)  2026-02-10T03:00Z [----] followers, [--] engagements


"@IMFNews @Barchart [--]. QQQ: Short Interest (26-Jan) (via @Barchart)"  
[X Link](https://x.com/smartkarma/status/2021056626099355846)  2026-02-10T03:00Z [----] followers, [--] engagements


"@IMFNews @Barchart [--]. Taiwan: Real GDP Growth (via @MacroMicroMe)"  
[X Link](https://x.com/smartkarma/status/2021056633384915169)  2026-02-10T03:00Z [----] followers, [----] engagements


"@MikeFritzell .and guess what's doing even better than Rolex"  
[X Link](https://x.com/smartkarma/status/2021178345686229229)  2026-02-10T11:04Z [----] followers, [--] engagements


"🚨BREAKING: COMMERZBANK FY [----] NET RESULT 2.63B $CBK.GR"  
[X Link](https://x.com/smartkarma/status/2021195750856851824)  2026-02-10T12:13Z [----] followers, [---] engagements


"@MikeFritzell Yes. Good to feel lonely with your longs for a while"  
[X Link](https://x.com/smartkarma/status/2021213619111735615)  2026-02-10T13:24Z [----] followers, [--] engagements


"Remember when they said China was uninvestible https://www.bloomberg.com/news/articles/2026-02-10/quant-manager-qube-grows-china-fund-10-fold-to-above-2-billionutm_source=website&utm_medium=share&utm_campaign=linkedin https://www.bloomberg.com/news/articles/2026-02-10/quant-manager-qube-grows-china-fund-10-fold-to-above-2-billionutm_source=website&utm_medium=share&utm_campaign=linkedin"  
[X Link](https://x.com/smartkarma/status/2021214862102163690)  2026-02-10T13:29Z [----] followers, [---] engagements


"🧵Smartkarma #eventdriven #threadoftheday Uncovering Hidden Risks in KOSDAQ [---] ETFs Amid KRW 67Tn Fresh Flows Sanghyun Park -- $229200.KS 1/"  
[X Link](https://x.com/smartkarma/status/2021388742079152309)  2026-02-11T01:00Z [----] followers, [---] engagements


"In Conclusion: "This post highlights hidden risks in KOSDAQ [---] ETFs following KRW 67Tn inflows and explores the short-term flow pressures and positioning implications for the market." Sanghyun Park 5/"  
[X Link](https://x.com/smartkarma/status/2021388767224103136)  2026-02-11T01:00Z [----] followers, [---] engagements


"If you found this useful: Pls 💚 or 🔁 Follow us for updates 🙏 Smartkarma subs can continue reading: 6x https://www.smartkarma.com/insights/uncovering-hidden-risks-in-kosdaq-150-etfs-amid-krw-6-7tn-fresh-flows https://www.smartkarma.com/insights/uncovering-hidden-risks-in-kosdaq-150-etfs-amid-krw-6-7tn-fresh-flows"  
[X Link](https://x.com/smartkarma/status/2021388769614852255)  2026-02-11T01:00Z [----] followers, [---] engagements


"📈 Earnings Alert $ENR.GR - Siemens Energy 1Q Profit Before Special Items Beats Estimates: Profit before special items EU1.16b vs. EU481m y/y est EU992.4m https://www.smartkarma.com/entities/siemens-energy-ag https://www.smartkarma.com/entities/siemens-energy-ag"  
[X Link](https://x.com/smartkarma/status/2021465470743044551)  2026-02-11T06:04Z [----] followers, [---] engagements


"📈 Earnings Alert $TTE.FP - TotalEnergies 4Q Adj Net Income Meets Estimates: Adj net income $3.84b -13% y/y est $3.81b Adj Ebitda $10.07b -4.4% y/y est $9.87b Adj net operating income $4.63b -7.2% y/y https://www.smartkarma.com/entities/totalenergies-se https://www.smartkarma.com/entities/totalenergies-se"  
[X Link](https://x.com/smartkarma/status/2021480566068215923)  2026-02-11T07:04Z [----] followers, [---] engagements


"Wouldnt a LLM company be tempted to pickup $FDS here"  
[X Link](https://x.com/smartkarma/status/2021585190330552339)  2026-02-11T14:00Z [----] followers, [----] engagements


"$FDS Wouldnt a LLM company be tempted to pickup $FDS here Wouldnt a LLM company be tempted to pickup $FDS here"  
[X Link](https://x.com/smartkarma/status/2021597741307031659)  2026-02-11T14:50Z [----] followers, [---] engagements


"On 19th January privately-heldKKCG Maritime announced a partial offer for luxury yacht maker Ferretti SpA (9638 HK) seeking to lift its stake to 29.9% from 14.5%. 2/"  
[X Link](https://x.com/smartkarma/status/2021751136257290666)  2026-02-12T01:00Z [----] followers, [---] engagements


"Ferretti is a dual-primary listing the first company to be listed on both the Hong Kong and Milan exchanges. 3/"  
[X Link](https://x.com/smartkarma/status/2021751143647653962)  2026-02-12T01:00Z [----] followers, [--] engagements


"Ferretti's major shareholder is Shandong SASAC (37.54%). The Italian regulator is running a ruler over the transaction. Comfortably trading through the HK$31.71/share cash terms. 4/"  
[X Link](https://x.com/smartkarma/status/2021751150442381378)  2026-02-12T01:00Z [----] followers, [--] engagements


"In Conclusion: "Trading full vs historical metrics and to closest peer (SL IM). Look to enter closer to terms. This may well get bumped." David Blennerhassett 5/"  
[X Link](https://x.com/smartkarma/status/2021751157740474822)  2026-02-12T01:00Z [----] followers, [---] engagements


"If you found this useful: Pls 💚 or 🔁 Follow us for updates 🙏 Smartkarma subs can continue reading: 6x https://www.smartkarma.com/insights/ferretti-9638-hk-on-kkcg-s-partial-offer https://www.smartkarma.com/insights/ferretti-9638-hk-on-kkcg-s-partial-offer"  
[X Link](https://x.com/smartkarma/status/2021751160269586922)  2026-02-12T01:00Z [----] followers, [---] engagements


"Caixin Global on Smartkarma - CX Daily: European Automakers Look to China as EV Gap Widens Uncover this story here: Subscribe to @Caixin Global and Smartkarma Plus at a single price point: http://on.skr.ma/479cI5D http://on.skr.ma/4qASBX3 http://on.skr.ma/479cI5D http://on.skr.ma/4qASBX3"  
[X Link](https://x.com/smartkarma/status/2021766577302254077)  2026-02-12T02:01Z [----] followers, [---] engagements


"🚨BREAKING: JAPAN 40-YEAR GOVT BOND YIELD FALLS 10BPS TO 3.625%"  
[X Link](https://x.com/smartkarma/status/2021766964411347181)  2026-02-12T02:03Z [----] followers, [---] engagements


"💡 [--] stocks that deserve your attention this week based on their Smartkarma SmartScores: $079960.KS $3899.HK $066620.KS $005440.KS $3472.JP (SmartScore is derived from an equally weighted average of underlying Value Dividend Growth Resilience & Momentum scores.)"  
[X Link](https://x.com/smartkarma/status/2021767428955680863)  2026-02-12T02:04Z [----] followers, [---] engagements


"$079960.KS Dongyang E&P (A micro cap stock in South Korea's Industrials sector): Value: 5/5 Dividend: 4/5 Growth: 5/5 Resilience: 5/5 Momentum: 5/5 🟢 SMART SCORE: 4.8/5 More analytics: http://on.skr.ma/4rkUIzO http://on.skr.ma/4rkUIzO"  
[X Link](https://x.com/smartkarma/status/2021767439688880222)  2026-02-12T02:04Z [----] followers, [--] engagements


"$3899.HK CIMC Enric Holdings (A mid cap stock in Hong Kong's Industrials sector): Value: 5/5 Dividend: 5/5 Growth: 4/5 Resilience: 4/5 Momentum: 5/5 🟢 SMART SCORE: 4.6/5 More analytics: http://on.skr.ma/48vDB4w http://on.skr.ma/48vDB4w"  
[X Link](https://x.com/smartkarma/status/2021767449771913582)  2026-02-12T02:04Z [----] followers, [--] engagements


"$066620.KS Kukbo Design (A micro cap stock in South Korea's Consumer Discretionary sector): Value: 5/5 Dividend: 3/5 Growth: 5/5 Resilience: 5/5 Momentum: 4/5 🟢 SMART SCORE: 4.4/5 More analytics: http://on.skr.ma/4kCCBTm http://on.skr.ma/4kCCBTm"  
[X Link](https://x.com/smartkarma/status/2021767459905450193)  2026-02-12T02:04Z [----] followers, [--] engagements


"$005440.KS Hyundai G.F. Holdings (A small cap stock in South Korea's Consumer Staples sector): Value: 5/5 Dividend: 3/5 Growth: 5/5 Resilience: 4/5 Momentum: 5/5 🟢 SMART SCORE: 4.4/5 More analytics: http://on.skr.ma/4aIG3s2 http://on.skr.ma/4aIG3s2"  
[X Link](https://x.com/smartkarma/status/2021767470097608958)  2026-02-12T02:05Z [----] followers, [--] engagements


"$3472.JP Ooedo Onsen Reit Investment (A micro cap stock in Japan's Real Estate sector): Value: 4/5 Dividend: 5/5 Growth: 4/5 Resilience: 4/5 Momentum: 5/5 🟢 SMART SCORE: 4.4/5 More analytics: http://on.skr.ma/3Zq0gwx http://on.skr.ma/3Zq0gwx"  
[X Link](https://x.com/smartkarma/status/2021767480734364045)  2026-02-12T02:05Z [----] followers, [---] engagements


"🔎 Start screening for stocks based on Smartkarma Smartscore Screener: Please 💚 Like and 🔁 Repost for more. http://on.skr.ma/3S4Y0GC http://on.skr.ma/3S4Y0GC"  
[X Link](https://x.com/smartkarma/status/2021767483318042752)  2026-02-12T02:05Z [----] followers, [---] engagements


"Can fintechs grow and turn profitable StashAway's journey shows how operating leverage and access to private markets are reshaping digital wealth management. 📖 Read more: Disclaimer: #Fintech #WealthManagement #PrivateMarkets #DigitalAssets http://pvtiq.com/content-disclaimer/ http://skr.ma/7WAnx http://pvtiq.com/content-disclaimer/ http://skr.ma/7WAnx"  
[X Link](https://x.com/smartkarma/status/2021792904629694900)  2026-02-12T03:46Z [----] followers, [---] engagements


"PE and Pvt Credit vs Software"  
[X Link](https://x.com/smartkarma/status/2021939694305706259)  2026-02-12T13:29Z [----] followers, [---] engagements


"S Korean corporates are showing how its done"  
[X Link](https://x.com/smartkarma/status/2021967272290791503)  2026-02-12T15:18Z [----] followers, [----] engagements


"Can you imagine the flowback to S Korea if this starts to turn"  
[X Link](https://x.com/smartkarma/status/2021975549573546314)  2026-02-12T15:51Z [----] followers, [---] engagements


"Monetary Authority of Singapore (MAS) expands Equity Market Development Programme (EQDP) from S$5bn to S$6.5bn following Budget [----] top-up to the Financial Sector Development Fund EQDP launched in Feb [----] to strengthen local fund management capabilities and increase investor participation in Singapore equities S$3.95bn already allocated across nine appointed asset managers; strong ongoing interest and pipeline of applications Expansion aimed at funding additional high-quality managers with meaningful Singapore equity exposure Programme intended to catalyse third-party capital inflows and"  
[X Link](https://x.com/smartkarma/status/2021978258531823638)  2026-02-12T16:02Z [----] followers, [----] engagements


"Preceding my comments on Toyota are the current setup/unwind tables for Asia-Pacific Holdcos. 3/"  
[X Link](https://x.com/smartkarma/status/2022113526136082861)  2026-02-13T01:00Z [----] followers, [---] engagements


"These relationships trade with a minimum liquidity of US$1mn and a % market capitalisation 20%. 4/"  
[X Link](https://x.com/smartkarma/status/2022113536672211251)  2026-02-13T01:00Z [----] followers, [--] engagements


"In Conclusion: "Dont tender. If in stay in. Get involved if not in. Fudosan may extend. But dont expect a bump. Fudosan has made it clear it will not offer a price anyone would consider is fair." David Blennerhassett 5/"  
[X Link](https://x.com/smartkarma/status/2022113545593442780)  2026-02-13T01:00Z [----] followers, [---] engagements


"Macro exports with is the KRW so weak"  
[X Link](https://x.com/smartkarma/status/2022118641635086482)  2026-02-13T01:20Z [----] followers, [---] engagements


"📈 Earnings Alert $SAF.FP - Safran FY Adj. Recurring Operating Income Meets Estimates: Adj. recurring operating income EU5.20b +26% y/y est EU5.21b Adj recurring operating margin 16.6% vs. 15.1% y/y est 16.5% https://www.smartkarma.com/entities/safran-sa https://www.smartkarma.com/entities/safran-sa"  
[X Link](https://x.com/smartkarma/status/2022190254137221467)  2026-02-13T06:05Z [----] followers, [---] engagements


"🚨BREAKING: SUMITOMO FORESTRY TO BUY TRI POINTE HOMES FOR $4.28B $8053.JP"  
[X Link](https://x.com/smartkarma/status/2022198613779394790)  2026-02-13T06:38Z [----] followers, [---] engagements


"🚨BREAKING: TOP ABU DHABI LISTED FIRM SETS UP $237 BILLION FINANCIAL GIANT"  
[X Link](https://x.com/smartkarma/status/2022284456548245880)  2026-02-13T12:19Z [----] followers, [---] engagements


"🚨BREAKING: US TO ADD ALIBABA TO LIST OF FIRMS AIDING CHINA MILITARY: RTRS $BABA"  
[X Link](https://x.com/smartkarma/status/2022299142383681982)  2026-02-13T13:17Z [----] followers, [---] engagements


"@tammireddy @tanayj Here you go 😉"  
[X Link](https://x.com/anyuser/status/1446028164032049153)  2021-10-07T08:22Z [----] followers, [--] engagements


"@RampCapitalLLC Ok so hear me out how about we take a bunch of these loans and put them together so they look more diversified and then we can sell them to investors in parts which well call tranches"  
[X Link](https://x.com/anyuser/status/1494203076177276928)  2022-02-17T06:52Z [----] followers, [--] engagements


"Decoupling our economies from Russia is hard but unhooking from China may be near impossible. Based solely on the direction and low ebb of PBoC World business activity is set to slow further over coming months. Two Things Matter Far More To The World Economy Than The Ukraine Conflict https://t.co/IS6S9OQGVZ via @smartkarma Two Things Matter Far More To The World Economy Than The Ukraine Conflict https://t.co/IS6S9OQGVZ via @smartkarma"  
[X Link](https://x.com/smartkarma/status/1502697735048282112)  2022-03-12T17:27Z [----] followers, [--] engagements


"@ParikPatelCFA we need an update @NickatFP"  
[X Link](https://x.com/smartkarma/status/1570076489592225793)  2022-09-14T15:46Z [----] followers, [--] engagements


"@INArteCarloDoss @CumLordeAwards"  
[X Link](https://x.com/anyuser/status/1573323053412630529)  2022-09-23T14:47Z [----] followers, [--] engagements


"$TSLA - is it just us or was the price action really odd on Friday Stock was locked down on solid volume despite all green and a strong China beta bid. Do we see a Form [--] on Monday @BradMunchen @VickiBryanBondA @TESLAcharts"  
[X Link](https://x.com/smartkarma/status/1588889569214500864)  2022-11-05T13:42Z [----] followers, [--] engagements


"@pmarca Still nothing in comparison #openai 🤣 https://t.co/R9tqQPMSi3 #openai 🤣 https://t.co/R9tqQPMSi3"  
[X Link](https://x.com/anyuser/status/1598958686223093760)  2022-12-03T08:33Z [----] followers, [--] engagements


"🟢 Rakuten Bank $5838.JP - Rakuten has the lowest PE multiple and PBV ratio with the near best ROE for its low PBV ratio Rakuten Bank trades on prospective PE multiple of 12.9x and 7.8x more attractive than both SBI Sumishins and Seven Bank Ltd $8410.JP Fundamentally attractive Rakuten Bank also benefits from imminent TOPIX index inclusion; aside from premium growth prospects and low PEG it is the lowest cost Japanese neobank https://t.co/jOgHUWb7gi Fundamentally attractive Rakuten Bank also benefits from imminent TOPIX index inclusion; aside from premium growth prospects and low PEG it is"  
[X Link](https://x.com/smartkarma/status/1663629559185526788)  2023-05-30T19:32Z [----] followers, 12.8K engagements


"Ageing Asia - Phils Indonesia India Malaysia and Vietnam stand out"  
[X Link](https://x.com/smartkarma/status/1706075988059373931)  2023-09-24T22:39Z [----] followers, 17.1K engagements


"🎯 Price ratio of closely correlated HoldCo/Subsidiary pair Swire Pacific Ltd Cl A/Swire Properties Ltd is near [---] s.d. Scores Actionability 3: room for price ratio to mean-revert Investability 3: fairly liquid pair 🔒 For Subs: http://on.skr.ma/44LzZMg http://on.skr.ma/44LzZMg"  
[X Link](https://x.com/smartkarma/status/2006527238838313431)  2026-01-01T00:45Z [----] followers, [---] engagements


"💡 [--] stocks that deserve your attention this week based on their Smartkarma SmartScores: $3339.HK $BXP.LN $3808.HK $1605.JP $PTEN (SmartScore is derived from an equally weighted average of underlying Value Dividend Growth Resilience & Momentum scores.)"  
[X Link](https://x.com/smartkarma/status/2014157393601687848)  2026-01-22T02:05Z [----] followers, [---] engagements


"📈 Earnings Alert $CAT - Caterpillar 4Q Adj EPS Beats Estimates: Adj EPS $5.16 vs. $5.14 y/y est $4.69 EPS $5.12 vs. $5.78 y/y https://www.smartkarma.com/entities/caterpillar-inc https://www.smartkarma.com/entities/caterpillar-inc"  
[X Link](https://x.com/smartkarma/status/2016837486786527699)  2026-01-29T11:35Z [----] followers, [---] engagements


"🛎 US Pre-Market movers: $SAP Sap Se -16.0% -37.1B $IBM International Business Machines Corp +8.7% +25.7B $MSFT Microsoft Corp -6.8% -227.5B $NOW ServiceNow Inc -9.1% -2.2B $META Meta Platforms Inc +8.8% +162.1B $TSLA Tesla Inc +1.6% +21.9B 👇🏻 See Smartkarma TL;DR to briefly understand why http://on.skr.ma/jointldr https://twitter.com/i/web/status/2016880090232345041 http://on.skr.ma/jointldr https://twitter.com/i/web/status/2016880090232345041"  
[X Link](https://x.com/smartkarma/status/2016880090232345041)  2026-01-29T14:24Z [----] followers, [---] engagements


"Legend Biotech $LEGN - extraordinary what's happening here. Green Line = short interest"  
[X Link](https://x.com/smartkarma/status/2018976639376638398)  2026-02-04T09:15Z [----] followers, [---] engagements


"💡 [--] stocks that deserve your attention this week based on their Smartkarma SmartScores: $037710.KS $EDU $T $CMCSA $JKBK.IN (SmartScore is derived from an equally weighted average of underlying Value Dividend Growth Resilience & Momentum scores.)"  
[X Link](https://x.com/smartkarma/status/2019230939419930761)  2026-02-05T02:05Z [----] followers, [---] engagements


"🚨BREAKING: CHINA FINES KUAISHOU TECH 119.1M YUAN FOR VIOLATIONS $1024.HK"  
[X Link](https://x.com/smartkarma/status/2019702352014606847)  2026-02-06T09:18Z [----] followers, [---] engagements


"🧵Smartkarma #bottomup #threadoftheday Geely (175 HK): Exceeded BYD and Became No. [--] Ming Lu -- $175.HK 1/"  
[X Link](https://x.com/smartkarma/status/2020739457818001436)  2026-02-09T06:00Z [----] followers, [---] engagements


"The 15% KOSDAQ rise was mostly flow-driven with local brokers issuing new KOSDAQ [---] ETFs and local funds taking a large sharean unusual pattern versus historical flows. 2/"  
[X Link](https://x.com/smartkarma/status/2021388749096325394)  2026-02-11T01:00Z [----] followers, [--] engagements


"The speed and concentration of flows suggest local money managers likely tapped MMF standby cash not KOSPI to fund KOSDAQ [---] ETF demandan unusually aggressive short-term move. 3/"  
[X Link](https://x.com/smartkarma/status/2021388756708958621)  2026-02-11T01:00Z [----] followers, [--] engagements


"KRW 67tn flowed into KOSDAQ [---] ETFs in under a week creating concentrated flow pressure; retail rotation boosted mid/small-caps suggesting a short-term long large-cap short mid/small-cap setup. 4/"  
[X Link](https://x.com/smartkarma/status/2021388764367696311)  2026-02-11T01:00Z [----] followers, [--] engagements


"🚨BREAKING: DASSAULT SYSTEMES FALLS 20% AS GROWTH OUTLOOK DISAPPOINTS $DSY.FP"  
[X Link](https://x.com/smartkarma/status/2021498719217254735)  2026-02-11T08:17Z [----] followers, [---] engagements


"5-yr Returns by Asset Class #chartoftheday (via @dailychartbook) "Bitcoin is no longer beating the big asset classes""  
[X Link](https://x.com/smartkarma/status/2022521538407469255)  2026-02-14T04:01Z [----] followers, [---] engagements


"🔓 Most-read Company Primers this week: Primer: Global X Robotics & Artifici (BOTZ US) - Feb [----] Powered by Smartkarmas AI (SK) and proprietary datasets. Register to read for free. http://on.skr.ma/4tCWPAj http://on.skr.ma/4tCWPAj"  
[X Link](https://x.com/smartkarma/status/2023181907572473912)  2026-02-15T23:45Z [----] followers, [---] engagements


"🚨BREAKING: LAOPU CMOC JUMP MORE THAN 7% ON HSI ADDITION; CATL UP 3.3% $3993.HK"  
[X Link](https://x.com/smartkarma/status/2023216906912797072)  2026-02-16T02:04Z [----] followers, [---] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing