[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  WhatMarketMinds [@WhatMarketMind](/creator/twitter/WhatMarketMind) on x 1101 followers Created: 2025-06-07 13:04:04 UTC $BAER 20250604-CITI-Julius Baer Gruppe AG (BAER) Thoughts Post CMD: Lacking Catalysts But Reassured By MT $2076 20250604-CITI-Kanzhun Ltd (2076) Model Update $LREN3 20250604-CITI-Lojas Renner (LREN3) DG to Neutral; RiskReward Well Balanced Post the Rally $MBMA 20250604-CITI-Merdeka Battery Materials (MBMA) Share Price Went Limit Up +25% Today; Does It Have $MPWR 20250604-CITI-Monolithic Power Systems (MPWR) MPWR – Silicon Valley Bus Tour Takeaways. Reiterate $PKN 20250604-CITI-Orlen SA (PKN) Dividend potential priced in. Political risk higher. Downgrade to Ne $PBFI 20250604-CITI-PB Fintech (PBFI) Open 90D Positive Catalyst Watch: Strength in Health+POSP Margins $6201 20250604-CITI-Toyota Industries (6201) Takeover price looks reasonable in light of earnings and the $VOES 20250604-CITI-voestalpine AG (VOES) Q4’FY25 results – strong end to the year with EBITDA beat; FY2 $3231 20250604-CITI-Wistron (3231) Strong May_25 Sales Point to Solid GB200 Ramp and Potential Earnings $TCOM 20250604-Goldman Group (TCOM) : Consumer & Leisure Corp Day: Weak Dragon Boat Festi $ANTO 20250604-J.P. Morgan-Antofagasta (ANTO) Peer leading 30% volume growth & FCF inflection; add Analys $8304 20250604-J.P. Morgan-Aozora Bank (8304) Fee income growth likely to be a key factor to watch $CRWD 20250604-J.P. Morgan-CrowdStrike (CRWD) Mixed Results With Better Growth and Profitability Still Ex $DE 20250604-J.P. Morgan-Deere & Co. (DE) Finco Update: Delinquencies Increased In F2Q25 $DG 20250604-J.P. Morgan-Dollar General Corp (DG) X Key Mgmt Follow_Up Takes & Model Implications; Neut $FALABELLA 20250604-J.P. Morgan-Falabella (FALABELLA) Good Earnings Momentum Persists Amid Sound Valuations. $047810 20250604-J.P. Morgan-Korea Aerospace Industries (047810) Philippines to buy XX units of FA_50 worth $NIO 20250604-J.P. Morgan-NIO (NIO) 1Q25 result review $OLLI 20250604-J.P. Morgan-Ollie's Bargain Outlet Holdings (OLLI) :Mgmt Follow_Up Takes & Model Implicati $RIO 20250604-J.P. Morgan-Rio Tinto Limited (RIO) Simandou advancing at pace; bringing first shipment f $SOLB 20250604-J.P. Morgan-Solvay (SOLB) Ongoing sector_wide malaise remains a headwind. Remain OW on att $1810 20250604-J.P. Morgan-Xiaomi (1810) 2025 Investor Day Takeaways $AEM 20250604-Jefferies-Agnico Eagle (AEM) So, About the Whole Base Metals Thing $CPAY 20250604-Jefferies-Corpay (CPAY) Mapping FY Organic Growth w Updated SubSegment Build; FuelFX Check $GXO 20250604-Jefferies-GXO Logistics (GXO) GXO and the Case for Multiple Expansion: Transport or Busine $KVUE 20250604-Jefferies-Kenvue (KVUE) Buy the Paris News $REGN 20250604-Jefferies-Regeneron Pharmaceuticals (REGN) REGNBMY: Why we're skeptical REGN's LAG3 combo $RCO 20250604-Jefferies-Rémy Cointreau (RCO) F25 Results: Risk Reward Favourable $WELSPUNL 20250604-Jefferies-Welspun Living Ltd (WELSPUNL) :Leader in Home Textiles and Going Beyond $ICE 20250604-UBS-Intercontinental Exchange, Inc. (ICE) Strong Energy Trading Continues to Support Growt $033780 20250604-UBS-KT&G (033780) KT&G contemplates acquiring a nicotine pouch company in Europe (033780) $033780 20250604-UBS-KT&G (033780) KT&G contemplates acquiring a nicotine pouch company in Europe $MU 20250604-UBS-Micron Technology Inc (MU) FQ3:25 (MU) Earnings Preview; Raising EstsPT on Improved O $OXM 20250604-UBS-Oxford Industries Inc (OXM) UBS Evidence Lab inside: 1Q25 Preview: We See a Balanced U $RH 20250604-UBS-RH (RH) When's The Right Time To Stay At This Guesthouse? $4502 20250604-UBS-Takeda Pharmaceutical (4502) Still lying low in FY326, eyes on potential earnings upsid $DLTR 20250605-Bernstein- Dollar Tree Inc (DLTR) DLTR 1Q25: Strong comp sales but tariffs expected to dri $ETSY 20250605-Bernstein-Etsy Inc (ETSY) ETSY: Tariff showers bring GMS flowers? Or is there more to it? $MDB 20250605-Bernstein-MongoDB Inc (MDB) MongoDB 1Q26: So much to like and nothing to dislike $RCO 20250605-Bernstein-Rémy Cointreau SA (RCO) Rémy Cointreau: Modelling the worst case (RCO) , hopin $SSE 20250605-Bernstein-SSE PLC (SSE) SSE: Why SSE is even more resilient than we previously thought (& $TXN 20250605-Bernstein-Texas Instruments Inc (TXN) It's not the destination, it's the journey...Upgrad $TEF 20250605-Goldman Sachs-Telefonica (TEF) Analysing Strategic Review ‘decision tree’ explains inves $WHC 20250605-Goldman Sachs-Whitehaven Coal Ltd. (WHC) Blackwater & Daunia site tour: Medium_term prod $MGR 20250605-J.P. Morgan-Mirvac Group (MGR) Earnings recovery to take longer than the market expects $RELI 20250605-J.P. Morgan-Reliance Industries Ltd (RELI) Earnings_the next two years should be better th $ASX 20250605-UBS-ASX (ASX) Stronger market momentum in May_25 $4523 20250605-UBS-Eisai (4523) FY326 likely to prove a critical year $4062 20250605-UBS-Ibiden (4062) AI benefits are starting to materialise  XXXXX engagements  **Related Topics** [$mpwr](/topic/$mpwr) [$mbma](/topic/$mbma) [dg](/topic/dg) [$lren3](/topic/$lren3) [$baer](/topic/$baer) [monolithic power systems inc](/topic/monolithic-power-systems-inc) [stocks technology](/topic/stocks-technology) [Post Link](https://x.com/WhatMarketMind/status/1931336354690191609)
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
WhatMarketMinds @WhatMarketMind on x 1101 followers
Created: 2025-06-07 13:04:04 UTC
$BAER 20250604-CITI-Julius Baer Gruppe AG (BAER) Thoughts Post CMD: Lacking Catalysts But Reassured By MT $2076 20250604-CITI-Kanzhun Ltd (2076) Model Update $LREN3 20250604-CITI-Lojas Renner (LREN3) DG to Neutral; RiskReward Well Balanced Post the Rally $MBMA 20250604-CITI-Merdeka Battery Materials (MBMA) Share Price Went Limit Up +25% Today; Does It Have $MPWR 20250604-CITI-Monolithic Power Systems (MPWR) MPWR – Silicon Valley Bus Tour Takeaways. Reiterate $PKN 20250604-CITI-Orlen SA (PKN) Dividend potential priced in. Political risk higher. Downgrade to Ne $PBFI 20250604-CITI-PB Fintech (PBFI) Open 90D Positive Catalyst Watch: Strength in Health+POSP Margins $6201 20250604-CITI-Toyota Industries (6201) Takeover price looks reasonable in light of earnings and the $VOES 20250604-CITI-voestalpine AG (VOES) Q4’FY25 results – strong end to the year with EBITDA beat; FY2 $3231 20250604-CITI-Wistron (3231) Strong May_25 Sales Point to Solid GB200 Ramp and Potential Earnings $TCOM 20250604-Goldman Group (TCOM) : Consumer & Leisure Corp Day: Weak Dragon Boat Festi $ANTO 20250604-J.P. Morgan-Antofagasta (ANTO) Peer leading 30% volume growth & FCF inflection; add Analys $8304 20250604-J.P. Morgan-Aozora Bank (8304) Fee income growth likely to be a key factor to watch $CRWD 20250604-J.P. Morgan-CrowdStrike (CRWD) Mixed Results With Better Growth and Profitability Still Ex $DE 20250604-J.P. Morgan-Deere & Co. (DE) Finco Update: Delinquencies Increased In F2Q25 $DG 20250604-J.P. Morgan-Dollar General Corp (DG) X Key Mgmt Follow_Up Takes & Model Implications; Neut $FALABELLA 20250604-J.P. Morgan-Falabella (FALABELLA) Good Earnings Momentum Persists Amid Sound Valuations. $047810 20250604-J.P. Morgan-Korea Aerospace Industries (047810) Philippines to buy XX units of FA_50 worth $NIO 20250604-J.P. Morgan-NIO (NIO) 1Q25 result review $OLLI 20250604-J.P. Morgan-Ollie's Bargain Outlet Holdings (OLLI) :Mgmt Follow_Up Takes & Model Implicati $RIO 20250604-J.P. Morgan-Rio Tinto Limited (RIO) Simandou advancing at pace; bringing first shipment f $SOLB 20250604-J.P. Morgan-Solvay (SOLB) Ongoing sector_wide malaise remains a headwind. Remain OW on att $1810 20250604-J.P. Morgan-Xiaomi (1810) 2025 Investor Day Takeaways $AEM 20250604-Jefferies-Agnico Eagle (AEM) So, About the Whole Base Metals Thing $CPAY 20250604-Jefferies-Corpay (CPAY) Mapping FY Organic Growth w Updated SubSegment Build; FuelFX Check $GXO 20250604-Jefferies-GXO Logistics (GXO) GXO and the Case for Multiple Expansion: Transport or Busine $KVUE 20250604-Jefferies-Kenvue (KVUE) Buy the Paris News $REGN 20250604-Jefferies-Regeneron Pharmaceuticals (REGN) REGNBMY: Why we're skeptical REGN's LAG3 combo $RCO 20250604-Jefferies-Rémy Cointreau (RCO) F25 Results: Risk Reward Favourable $WELSPUNL 20250604-Jefferies-Welspun Living Ltd (WELSPUNL) :Leader in Home Textiles and Going Beyond $ICE 20250604-UBS-Intercontinental Exchange, Inc. (ICE) Strong Energy Trading Continues to Support Growt $033780 20250604-UBS-KT&G (033780) KT&G contemplates acquiring a nicotine pouch company in Europe (033780) $033780 20250604-UBS-KT&G (033780) KT&G contemplates acquiring a nicotine pouch company in Europe $MU 20250604-UBS-Micron Technology Inc (MU) FQ3:25 (MU) Earnings Preview; Raising EstsPT on Improved O $OXM 20250604-UBS-Oxford Industries Inc (OXM) UBS Evidence Lab inside: 1Q25 Preview: We See a Balanced U $RH 20250604-UBS-RH (RH) When's The Right Time To Stay At This Guesthouse? $4502 20250604-UBS-Takeda Pharmaceutical (4502) Still lying low in FY326, eyes on potential earnings upsid $DLTR 20250605-Bernstein- Dollar Tree Inc (DLTR) DLTR 1Q25: Strong comp sales but tariffs expected to dri $ETSY 20250605-Bernstein-Etsy Inc (ETSY) ETSY: Tariff showers bring GMS flowers? Or is there more to it? $MDB 20250605-Bernstein-MongoDB Inc (MDB) MongoDB 1Q26: So much to like and nothing to dislike $RCO 20250605-Bernstein-Rémy Cointreau SA (RCO) Rémy Cointreau: Modelling the worst case (RCO) , hopin $SSE 20250605-Bernstein-SSE PLC (SSE) SSE: Why SSE is even more resilient than we previously thought (& $TXN 20250605-Bernstein-Texas Instruments Inc (TXN) It's not the destination, it's the journey...Upgrad $TEF 20250605-Goldman Sachs-Telefonica (TEF) Analysing Strategic Review ‘decision tree’ explains inves $WHC 20250605-Goldman Sachs-Whitehaven Coal Ltd. (WHC) Blackwater & Daunia site tour: Medium_term prod $MGR 20250605-J.P. Morgan-Mirvac Group (MGR) Earnings recovery to take longer than the market expects $RELI 20250605-J.P. Morgan-Reliance Industries Ltd (RELI) Earnings_the next two years should be better th $ASX 20250605-UBS-ASX (ASX) Stronger market momentum in May_25 $4523 20250605-UBS-Eisai (4523) FY326 likely to prove a critical year $4062 20250605-UBS-Ibiden (4062) AI benefits are starting to materialise
XXXXX engagements
Related Topics $mpwr $mbma dg $lren3 $baer monolithic power systems inc stocks technology
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