Notes

Ronin移籍で話題のARPG『Realms of Alurya』 @RealmsOfAlurya Treasure最重要タイトルとしてαテストで10万人超を集めたファンタジーRPG『Synergy Land』が、リブランディングして @Ronin_Network へチェーンごと引っ越し。 ダイナミックに生成されるダンジョン、ペット主導の戦略PvP、島経営・クラフト・農業まで詰め込んだ「何でもできる」Web3版モンハン×LoLの世界。 🔥「Hunt & Mint」イベントが開始。 $RON や $ACN 、 限定装備NFTが手に入るチャンス。 Epic Games StoreでF2P版が公開済み👉https://t.co/ObeG55oS9S 🔗 https://t.co/4S6BBDmsqh
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GM Web3 ☀️ ➜ Exciting news for fans of next gen fantasy action RPGs 🎮 🔸 @RealmsOfAlurya brings a bold ARPG experience within the @Ronin_Network ecosystem. Are you ready to dive in? 👀 👇🏻 • Procedurally generated dungeons no run feels the same • Catch, train & battle with your own companion creatures • Land ownership & player-driven economy • Relaxing island life with crafting, farming, and exploration 🔸 All these features are blended with a clean yet elegant art style and smooth gameplay. You’re not just fighting you’re building, growing, and exploring. 🔸 Up next is a very special event: Hunt and Mint (April 23 – May 23, 2025) This P2A event comes with amazing rewards for players: • $RON and $ACN token prizes • Exclusive costumes • Rare pets & eggs • Energy cores and more... 🔸 How to join? • Download the game for free on Epic Games • The event starts on April 23 • Dive into dungeons, hunt monsters, defeat bosses • Equip the NFT "Hunter’s Seal" to unlock bigger rewards
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🎮游戏推荐|暗黑风动作链游 Realms of Alurya 登陆 @Ronin_Network@RealmsOfAlurya 最近跟朋友们组队开刷,久违的打宝爽感回来了!这是一款快节奏的ARPG链游,主打“沉浸式 + Premium Gameplay”。 亮点速览: 🔸地下城 PvE + 宠物 PvP 对战 + 装备打造 + 沙盒种田,多种玩法自由切换 🔸0撸/氪金自由选择,Ronin链支持下交易丝滑流畅 Hunt & Mint 活动即将上线,参与即有机会获取 $RON + $ACN + 限定 NFT 豪华礼包 如果你喜欢刷宝、养宠、自由经营类玩法,又想提前布局 Ronin 热门新链游,这款不能错过! 官网: https://t.co/INvkvy7zqf 活动详情: https://t.co/jdupSyxoqv #RealmsofAlyura #Ronin
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🎮 地下城猎人集结!Realms of Alurya 正式登陆 Ronin Network! 🚀 全新活动【Hunt & Mint】即将开启,ARPG爱好者不容错过! 🗓 活动时间:4月23日 - 5月23日 《Realms of Alurya》作为一款快节奏的动作角色扮演游戏(ARPG),融合了地下城探索、对战、种田与装备打造等玩法,现已迁移至 @ronin_network,并带来专属空投冒险——Hunt & Mint! 🪙 参与即可赚取 $RON、$ACN 代币奖励,还有独家NFT宠物等你来拿! 📜 什么是 Hunt & Mint? 一场“Play to Airdrop”的冒险旅程,玩家将: ⚔ 杀死BOSS格罗玛特 收集神秘符文 锻造猎人印章NFT 在官方 WebApp 上完成任务 获得 $RON、$ACN 与独家奖励 📜限时宠物 Mini Grommart 登场! 它能: 增加战利品掉率 帮你刷出额外宝箱 收集愤怒精华,召唤精英Boss! 无论你是硬核刷子党,还是NFT爱好者,现在都是进入Realms的最佳时机!在 Ronin 链上开启你的地下城征程吧! 👉 活动入口:https://t.co/yrWL7AadUh
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游戏荒的朋友可以关注一下,@RealmsOfAlurya 刚刚迁移到 @ronin_network 且即将上线Hunt & Mint的活动 参与可以获得包括 $Ronin 、 $ACN 、NFT和白名单资格。一般游戏迁移都会送福利,也算是埋伏进入的好时机。 作为一款快节奏ARPG,玩家可以探索地下城、对战、种田和打造装备,可玩性不错。👇🧵 一、什么是“Hunt & Mint”活动? 用户要获得奖励需要获得 HUNTER'S SEAL 这款NFT 获得方式有两种 - 通过游戏:深入RoA地牢,击败敌人,收集符文,打造Hunter's Seal - 通过铸造:也可以直接通过webapp铸造Hunter's Seal 然后HUNTER'S SEAL是可以升级的,通过完成社交、链上和游戏内任务获取积分来升级,不同等级的Hunter's Seal也伴随着不同的权益。 注意:解锁Tier 2,这将保证获得ACN代币的空投资格。A空投将在预计Q2进行的TGE期间发放 二、首个迷你BOSS宠物 Mini-Grommart是首个登陆Realms of Alurya的BOSS宠物,仅在Hunt & Mint活动期间限时发售于游戏商店,有着不错的技能和数值。还有机会开出黄金Mini-Grommart 具体的信息可以去官网查看:https://t.co/w0mBhCNH1E 活动是4月23号开始,预计5月23号结束,到时候可以好好参与下~ #RealmsofAlyura #Ronin #GameFi
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🔸 Upgrades: Accenture ( $ACN): Upgraded to Outperform at Baird, PT $390 American Tower ( $AMT): Upgraded to Overweight at Wells Fargo, PT $230 Blue Owl Capital ( $OBDC): Upgraded to Equal-Weight at Wells Fargo Crown Castle ( $CCI): Upgraded to Equal-Weight at Wells Fargo, PT $105 DouYu ( $DOYU): ADRs upgraded to Hold at HSBC, PT $9 Flowserve ( $FLS): Upgraded to Outperform at Baird, PT $71 Generac ( $GNRC): Upgraded to Neutral at Guggenheim Genesis Energy ( $GEL): Upgraded to Overweight at Wells Fargo, PT $18 Liberty Formula One ( $FWONA): Upgraded to Buy at Seaport Global Securities https://t.co/eMBFE2Jwuf ( $MNDY): Upgraded to Buy at DA Davidson, PT $350 Netflix ( $NFLX): Upgraded to Buy at MoffettNathanson, PT $1,100 Norwegian Cruise ( $NCLH): Upgraded to Overweight at JPMorgan, PT $30 SL Green ( $SLG): Upgraded to Outperform at Evercore ISI, PT $73 Sprouts Farmers ( $SFM): Upgraded to Buy at Deutsche Bank, PT $190 🔸 Downgrades: Campbell's ( $CPB): Downgraded to Equal-Weight at Consumer Edge, PT $40 Cion Investment ( $CION): Downgraded to Underweight at Wells Fargo, PT $10 EastGroup ( $EGP): Downgraded to Inline at Evercore ISI, PT $185 Finward ( $FNWD): Downgraded to Market Perform at Hovde Group FS KKR Capital ( $FSK): Downgraded to Underweight at Wells Fargo, PT $19 Li Auto ( $LI): ADRs downgraded to Neutral at Macquarie, PT $27 RLX Tech ( $RLX): ADRs downgraded to Neutral at Citi, PT $2.50 Sutro Biopharma ( $STRO): Downgraded to Market Perform at Oppenheimer TriplePoint Venture Growth BDC ( $TPVG): Downgraded to Underweight at Wells Fargo
$ACN $AMT $OBDC $CCI $DOYU $FLS
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STOCKS ON THE MOVE Lamb Weston ( $LW): Shares dropped after naming Michael Smith as CEO on Jan 3, following activist investor Jana Partners' push for board changes or a sale. LW cut FY sales forecast to $6.35B-$6.45B from $6.6B-$6.8B after Q2 sales fell 8% to $1.6B; approved $250M buyback. Lennar Corp. ( $LEN): Q4 revenue down 9.3% to $9.95B, below estimates. New orders dropped 2.7% to 16,895, backlog down 22%. Forecasts Q1 new orders at 17,500-18,000, deliveries at 17,000-17,500. MillerKnoll Inc. ( $MLKN): Q2 EPS $0.55 vs. $0.56 est., sales up 2.2% to $970.4M. Gross margin fell to 38.8%. Guides Q3 sales $903M-$943M, EPS $0.41-$0.47. Steelcase ( $SCS): Q3 EPS $0.30 vs. $0.22 est., sales up 2.2% to $794.9M. Q4 guidance EPS $0.20-$0.24, revenue $770M-$795M. Stanley Black & Decker ( $SWK): Upgraded to Outperform by Mizuho, price target $110, added to top picks. Tri-Pointe Homes ( $TPH): Announced $250M stock buyback program. Swiss Watch Exports: November exports down 3.8% to CHF 2.41B, with U.S. as the only top market increasing by 4.7%. Palantir Technologies ( $PLTR): Extended U.S. Army contract worth up to $618.9M to enhance data operations, continuing data and AI support since 2018. Block ( $SQ): Upgraded to Outperform by Oppenheimer with a $115 target, citing growth in Square's Gross Payment Volume due to product and sales investments. Raymond James ( $RJF): November client assets under administration at $1.60T (+3.6% m/m), financial assets under management at $251.7B (+4.4% m/m). Synchrony ( $SYF): Upgraded to Overweight from Underweight by Morgan Stanley. Mesoblast ( $MESO): Shares up after FDA approval of Ryoncil for treating GVHD in pediatric patients not responding to steroids. Prothena ( $PRTA): Phase IIb PADOVA study by Roche on prasinezumab for early Parkinson's missed its primary endpoint after 18 months. Vertex Pharmaceuticals ( $VRTX): Phase 2 study of suzetrigine in LSR met primary endpoint with significant pain reduction; plans for Phase 3 advancement. Micron Technology ( $MU): Q1 adj EPS $1.79 vs. $1.76 est., revenue up 84% to $8.71B. Shares fell after hours due to Q2 forecast below expectations: revenue $7.7B-$8.1B vs. $8.99B est., gross margin 37.5%-39.5% vs. 41.3% est., EPS $1.33-$1.53 vs. $1.92 est. FY25 capex about $14B. Memory stocks STX, WDC also dropped. Accenture ( $ACN): Q1 EPS $3.59 vs. $3.42 est., revenue up 9% to $17.69B vs. $17.15B est. Operating margin at 16.7%. Lowered FY EPS guidance to $12.43-$12.79 from $12.55-$12.91. Keybanc: Upgraded Okta ( $OKTA) and Fortinet ( $FTNT) to Overweight, downgraded https://t.co/n5rFzz3Pbq (AI) to Underweight. U.S. Commerce Department: Awarded SK Hynix up to $458M for an advanced chip plant and R&D facility in Indiana for AI.
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#Upgrades - Dec 06, 2024 • $ACN: Goldman Sachs Upgrades to Buy from Neutral - PT $420 (from $370) • $ASAN: KeyBanc Upgrades to Sector Weight from Underweight • $BRX: BMO Capital Upgrades to Outperform from Market Perform - PT $33 • $DG: BofA Securities Upgrades to Buy from Underperform - PT $95 • $EPAM: Goldman Sachs Upgrades to Buy from Neutral - PT $295 (from $235) • $FTI: Jefferies Upgrades to Buy from Hold - PT $40 (from $29) • $KC: UBS Upgrades to Buy from Neutral - PT $12.50 (from $4.20) • $PCH: BMO Capital Upgrades to Outperform from Market Perform - PT $51 • $PJT: UBS Upgrades to Neutral from Sell - PT $175 (from $130) • $PTON: UBS Upgrades to Neutral from Sell - PT $10 (from $2.50) • $PUMP: JPMorgan Upgrades to Neutral from Underweight - PT $10 • $RIG: JPMorgan Upgrades to Neutral from Underweight - PT $5 • $RSG: BMO Capital Upgrades to Outperform from Market Perform - PT $238 • $SHOP: Loop Capital Upgrades to Buy from Hold - PT $140 • $SITE: Jefferies Upgrades to Buy from Hold - PT $175 (from $145) • $TKR: Jefferies Upgrades to Buy from Hold • $WSBC: Raymond James Upgrades to Strong Buy from Outperform - PT $44 (from $35) • $WY: BMO Capital Upgrades to Outperform from Market Perform - PT $38
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