[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 1103 followers Created: 2025-07-18 10:06:45 UTC $CNM 20250717-Barclays-Core & Main， Inc. (CNM) Roadshow Takeaways $FND 20250717-Barclays-Floor & Decor (FND) 2Q25 Deep Dive： Still Pressured $FUTU 20250717-Barclays-FUTU Holdings LTD. (FUTU) Seeking a Path to Riches：Initiating at OW $GNRC 20250717-Barclays-Generac Holdings Inc (GNRC) ：Tariff relief + clean energy crossroads $SRPT 20250717-Barclays-Sarepta Therapeutics， Inc (SRPT) Elevidys stays on the mkt； restructuring to stre $SHLS 20250717-Barclays-Shoals Technologies (SHLS) ：Near the policy， not in its path $AXSB 20250717-Bernstein-Axis Bank Ltd (AXSB) Axis 1Q26 — yet another poor quarter $AXSB 20250717-Bernstein-Axis Bank Ltd (AXSB) Quick Take： Axis 1Q26_Earnings call takeaways $BMW 20250717-Bernstein-Bayerische Motoren Werke AG (BMW) BMW： CMD feedback _We are convinced $BMY 20250717-Bernstein-Bristol_Myers Squibb Co (BMY) Quick Take： More evidence that DTC could be an off $CNR 20250717-Bernstein-Canadian National Railway Co (CNR) Quick Take： One Big Beautiful Railroad...thou $LOG 20250717-Bernstein-Logista (LOG) Logista： 3Q25 broadly in line with forecasts； model refreshed $NFLX 20250717-Bernstein-Netflix Inc (NFLX) Netflix _ What does it take to join the Trillion Dollar Club？ Ta $NOVN 20250717-Bernstein-Novartis AG (NOVN) Novartis 2Q very first take： solid quarter， FY25 guidance in $PUB 20250717-Bernstein-Publicis Groupe SA (PUB) Publicis 1H results： Ad_verse reaction $SBUX 20250717-Bernstein-Starbucks Corp (SBUX) Beyond the buzz_Is Luckin Coffee a real threat to Starbuck $ONEW 20250717-CITI-360 ONE WAM (ONEW) Largely in_line quarter； stage set for a strong show over the ne $AXBK 20250717-CITI-Axis Bank (AXBK) Technical Slippages Drag Earnings – Volatility Limits Conviction $CRBU 20250717-CITI-Caribou Biosciences， Inc. (CRBU) Video Webcast $CRI 20250717-CITI-Carter's Inc. (CRI) Expect 2Q SalesEPS Beat， but Uncertainty Very High for 2H $1060 20250717-CITI-Damai Entertainment Holdings (1060) Expecting More Catalysts from Chiikawa IP in $DECK 20250717-CITI-Deckers Outdoor Corporation (DECK) Expect 1Q Beat on Stronger UGGGM； 1Q the Likel $000150 20250717-CITI-Doosan (000150) 2Q Beat Likely； Key Beneficiary of Secular AI PCBCCL Demand Growth $FHN 20250717-CITI-First Horizon Corporation (FHN) 2Q25 Review – Solid NII And PPNR Outlook $FSLR 20250717-CITI-First Solar (FSLR) 2Q Preview； More of the Same $007070 20250717-CITI-GS Retail (007070) Likely 2Q miss， yet S_T tailwind from government measure $HDFA 20250717-CITI-HDFC Asset Management Company (HDFA) Core PBT +6％ QoQ； elevated other income drives $161890 20250717-CITI-Kolmar Korea (161890) Expect ST pause in momentum， solid fundamentals remain intact $LTIM 20250717-CITI-LTIMindtree Ltd (LTIM) In_line 1Q； Maintain Sell $PNFP 20250717-CITI-Pinnacle Financial Partners Inc (PNFP) 2Q25 Review – Accelerating Growth Outlook Sup $POLC 20250717-CITI-Polycab India (POLC) 1QFY26： Strong Growth And Profitability Drive Beat On All Front $1836 20250717-CITI-Stella International (1836) New Customer Wins Offset Operational Hiccups； Reiterat $SHOO 20250717-CITI-Steven Madden， Ltd. (SHOO) Margins Bottoming as Fashion Turns More Favorable； Upgr $2330 20250717-CITI-TSMC (2330) Result beat， guidance raised； Reiterate Buy $WIPR 20250717-CITI-Wipro (WIPR) 1Q Largely Inline； TTM TCV _11％ yoy – Maintain Sell $CTAS 20250717-Goldman Sachs-Cintas Corp. (CTAS) Healthy F4Q results underscored by robust and accelerat $GE 20250717-Goldman Sachs-GE Aerospace (GE) 2025 and 2028 outlook updates show multiple sources of u $MAN 20250717-Goldman Sachs-Manpower Group (MAN) 2Q reflects an ongoing uncertain operating environmen $NAMS 20250717-Goldman Sachs-NewAmsterdam Pharma (NAMS) Compelling Phase X Data with Range of Cardiovasc $AIR 20250717-J.P. Morgan-Airbus SE (AIR) ：Three reasons to stay positive， despite a challenging Q2 XX $ALLY 20250717-J.P. Morgan-Ally Financial (ALLY) ：JPM 2Q25 Earnings Scorecard_Preview $AXP 20250717-J.P. Morgan-American Express (AXP) JPM 2Q25 Earnings Scorecard_Preview $BIDU 20250717-J.P. (BIDU) Weak fundamentals persist； a turning point may be on the hori $CAR 20250717-J.P. Morgan-CAR Group (CAR) CFO taking the wheel $CTAS 20250717-J.P. Morgan-Cintas (CTAS) A Quiet Earnings Day for CTAS； F2026 “Starting Exactly the Way W $8113 20250717-J.P. Morgan-Deep Dive Series： Unicharm (8113) Watching responses to structural changes i $DNLM 20250717-J.P. Morgan-Dunelm Group plc (DNLM) Model Update： forecasts nudged 1％ higher $DNLM 20250717-J.P. Morgan-Dunelm Group plc (DNLM) Q4 XX first take_a solid quarter $DUOL 20250717-J.P. Morgan-Duolingo (DUOL) ： 2Q25 Preview： Expecting 2Q Bookings Upside & 2025 Guidance $EQTAB 20250717-J.P. Morgan-EQT (EQTAB) ：5％ H1 XX adjusted EBIT beat  XX engagements  **Related Topics** [$srpt](/topic/$srpt) [clean energy](/topic/clean-energy) [coins energy](/topic/coins-energy) [tariffs](/topic/tariffs) [$gnrc](/topic/$gnrc) [$futu](/topic/$futu) [$fnd](/topic/$fnd) [$cnm](/topic/$cnm) [Post Link](https://x.com/WhatMarketMind/status/1946149637494374742)
[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 1103 followers
Created: 2025-07-18 10:06:45 UTC
$CNM 20250717-Barclays-Core & Main， Inc. (CNM) Roadshow Takeaways $FND 20250717-Barclays-Floor & Decor (FND) 2Q25 Deep Dive： Still Pressured $FUTU 20250717-Barclays-FUTU Holdings LTD. (FUTU) Seeking a Path to Riches：Initiating at OW $GNRC 20250717-Barclays-Generac Holdings Inc (GNRC) ：Tariff relief + clean energy crossroads $SRPT 20250717-Barclays-Sarepta Therapeutics， Inc (SRPT) Elevidys stays on the mkt； restructuring to stre $SHLS 20250717-Barclays-Shoals Technologies (SHLS) ：Near the policy， not in its path $AXSB 20250717-Bernstein-Axis Bank Ltd (AXSB) Axis 1Q26 — yet another poor quarter $AXSB 20250717-Bernstein-Axis Bank Ltd (AXSB) Quick Take： Axis 1Q26_Earnings call takeaways $BMW 20250717-Bernstein-Bayerische Motoren Werke AG (BMW) BMW： CMD feedback _We are convinced $BMY 20250717-Bernstein-Bristol_Myers Squibb Co (BMY) Quick Take： More evidence that DTC could be an off $CNR 20250717-Bernstein-Canadian National Railway Co (CNR) Quick Take： One Big Beautiful Railroad...thou $LOG 20250717-Bernstein-Logista (LOG) Logista： 3Q25 broadly in line with forecasts； model refreshed $NFLX 20250717-Bernstein-Netflix Inc (NFLX) Netflix _ What does it take to join the Trillion Dollar Club？ Ta $NOVN 20250717-Bernstein-Novartis AG (NOVN) Novartis 2Q very first take： solid quarter， FY25 guidance in $PUB 20250717-Bernstein-Publicis Groupe SA (PUB) Publicis 1H results： Ad_verse reaction $SBUX 20250717-Bernstein-Starbucks Corp (SBUX) Beyond the buzz_Is Luckin Coffee a real threat to Starbuck $ONEW 20250717-CITI-360 ONE WAM (ONEW) Largely in_line quarter； stage set for a strong show over the ne $AXBK 20250717-CITI-Axis Bank (AXBK) Technical Slippages Drag Earnings – Volatility Limits Conviction $CRBU 20250717-CITI-Caribou Biosciences， Inc. (CRBU) Video Webcast $CRI 20250717-CITI-Carter's Inc. (CRI) Expect 2Q SalesEPS Beat， but Uncertainty Very High for 2H $1060 20250717-CITI-Damai Entertainment Holdings (1060) Expecting More Catalysts from Chiikawa IP in $DECK 20250717-CITI-Deckers Outdoor Corporation (DECK) Expect 1Q Beat on Stronger UGGGM； 1Q the Likel $000150 20250717-CITI-Doosan (000150) 2Q Beat Likely； Key Beneficiary of Secular AI PCBCCL Demand Growth $FHN 20250717-CITI-First Horizon Corporation (FHN) 2Q25 Review – Solid NII And PPNR Outlook $FSLR 20250717-CITI-First Solar (FSLR) 2Q Preview； More of the Same $007070 20250717-CITI-GS Retail (007070) Likely 2Q miss， yet S_T tailwind from government measure $HDFA 20250717-CITI-HDFC Asset Management Company (HDFA) Core PBT +6％ QoQ； elevated other income drives $161890 20250717-CITI-Kolmar Korea (161890) Expect ST pause in momentum， solid fundamentals remain intact $LTIM 20250717-CITI-LTIMindtree Ltd (LTIM) In_line 1Q； Maintain Sell $PNFP 20250717-CITI-Pinnacle Financial Partners Inc (PNFP) 2Q25 Review – Accelerating Growth Outlook Sup $POLC 20250717-CITI-Polycab India (POLC) 1QFY26： Strong Growth And Profitability Drive Beat On All Front $1836 20250717-CITI-Stella International (1836) New Customer Wins Offset Operational Hiccups； Reiterat $SHOO 20250717-CITI-Steven Madden， Ltd. (SHOO) Margins Bottoming as Fashion Turns More Favorable； Upgr $2330 20250717-CITI-TSMC (2330) Result beat， guidance raised； Reiterate Buy $WIPR 20250717-CITI-Wipro (WIPR) 1Q Largely Inline； TTM TCV _11％ yoy – Maintain Sell $CTAS 20250717-Goldman Sachs-Cintas Corp. (CTAS) Healthy F4Q results underscored by robust and accelerat $GE 20250717-Goldman Sachs-GE Aerospace (GE) 2025 and 2028 outlook updates show multiple sources of u $MAN 20250717-Goldman Sachs-Manpower Group (MAN) 2Q reflects an ongoing uncertain operating environmen $NAMS 20250717-Goldman Sachs-NewAmsterdam Pharma (NAMS) Compelling Phase X Data with Range of Cardiovasc $AIR 20250717-J.P. Morgan-Airbus SE (AIR) ：Three reasons to stay positive， despite a challenging Q2 XX $ALLY 20250717-J.P. Morgan-Ally Financial (ALLY) ：JPM 2Q25 Earnings Scorecard_Preview $AXP 20250717-J.P. Morgan-American Express (AXP) JPM 2Q25 Earnings Scorecard_Preview $BIDU 20250717-J.P. (BIDU) Weak fundamentals persist； a turning point may be on the hori $CAR 20250717-J.P. Morgan-CAR Group (CAR) CFO taking the wheel $CTAS 20250717-J.P. Morgan-Cintas (CTAS) A Quiet Earnings Day for CTAS； F2026 “Starting Exactly the Way W $8113 20250717-J.P. Morgan-Deep Dive Series： Unicharm (8113) Watching responses to structural changes i $DNLM 20250717-J.P. Morgan-Dunelm Group plc (DNLM) Model Update： forecasts nudged 1％ higher $DNLM 20250717-J.P. Morgan-Dunelm Group plc (DNLM) Q4 XX first take_a solid quarter $DUOL 20250717-J.P. Morgan-Duolingo (DUOL) ： 2Q25 Preview： Expecting 2Q Bookings Upside & 2025 Guidance $EQTAB 20250717-J.P. Morgan-EQT (EQTAB) ：5％ H1 XX adjusted EBIT beat
XX engagements
Related Topics $srpt clean energy coins energy tariffs $gnrc $futu $fnd $cnm