Notes
$APD 😂就差按头了, 兄弟们 前面X发了很多次,群里也一直强调 。
大家可以关注下 好兄弟矿机哥,会有不少早期信息。😆 @MinerBrog
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$Froggie 8.5M➡18M 了😂除了我们这边估计没什么散户在车上了。 这种就安心让庄一直慢慢拉目标位置了。
目前 $APD 才800K,庄还没做启动,看交易量就知道了。
空间还有很多,一旦 @elonmusk 提及美国党叙事,庄肯定顺势直接启动行情
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开个验资群,同时最近在X上call的情况汇报下
$Froggie 8.5M➡16M $W 47M ➡58M
$APD 300K➡900K $MonkePhone 200K➡1.2M
大家也发现了我在X上call一些市值稳定项目。也可以说是以庄控盘为主,突发情绪社区小市值教少。
最近也是多和机构朋友多沟通,会给到一些点位,当然没有百分百的事情,只是尽量综合各方面去增加一些确定性。
但考虑到社区一直以大群TG为主,而TG大群主打的是开语音扫链突发,小市值开始,所以短期博弈性较高,波动也快。
这边微信开一个小群,以投研,深度沟通标的,分享为主,喜欢躺平勿来,也会移除。 唯一要求验证场内 10万U 起。 符合的私信我验证截图即可。
初步限定50人,达到后封群。再看后续筛选。

$APD 美国党狗 庄做的IP还是挺用心,昨天在社区300Kcall的,夜里也跑到了900K,3X。
现在下来了,开始洗盘调整,目前400K位置。可以研究看看。
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最近看E的项目会比较多,逐步把节奏放慢。尽量回归之前的节奏,减少出手频率,单项目去吃高X,大家有项目信息,也可以分享给我,我上车后,项目稳定,一般也会帮你去call。
六月吃到过完整的100X,在 $BC ,七月开头没太完美,错过了e的两个大标,只抓到了一个中标 ju链的 $SKY 30X 。
这两个,我都拿了公开地址进行的交易
希望七月能继续拿结果,前提还是安安心心上班。七月继续少娱乐。
TG开麦扫链交流:https://t.co/dwEKhJCp3f




MORNING RECAP
• $ASO announces a $700M share buyback.
• $AEO Q3 EPS $0.48 vs. $0.46 est., rev down -0.9% to $1.29B; cuts annual sales growth forecast to 3%, expects Q4 comp sales +1%, total rev -4%.
• $CHPT Q3 loss (-$0.18) vs. est. (-$0.09), rev -10% to $99.6M; Q4 rev guidance $95M-$105M. Networked charging systems down -29%, subscription rev up +19%.
• $COST November comp sales +3.1%, net sales +5.6% to $21.87B; Q1 sales +7.5% to $60.99B.
• $FIVE Q3 EPS $0.42 vs. $0.17 est., sales +15% to $843.7M; Q4 sales guide $1.35B-$1.38B, comp sales expected to decline.
• $PVH Q3 adj EPS $3.03 vs. $2.59 est., rev $2.26B vs. $2.22B; Q4 rev expected -7% to -6%, EPS $3.05-$3.20.
• $PG now sources Gillette razor steel from India to mitigate potential Trump tariffs.
• $AVAV Q2 rev $188.5M vs. $182.9M est.; adj EBITDA $25.9M vs. $31.7M est.; maintains FY25 EPS $3.18-$3.49, revenue $790M-$820M.
• $APD: Mantle Ridge now nominates only four for the board, down from nine.
• $CULP Q2 adj op income ($2.6M) vs. ($3.589M) est., sales $55.7M vs. $58M est.; expects flat to slightly down Q3 sales, positive EBITDA in 2H, profitable by Q4.
• $GEF Q4 EPS $1.08 vs. $1.10 est.; rev up 8.3% to $1.42B, adj EBITDA down 0.8% to $197.6M; FY25 adj EBITDA expected at $675M low-end.
• $LUV boosts Q4 revenue per seat mile forecast to 5.5%-7% from 3.5%-5.5%, due to pricing and travel demand.
• $FI stock falls as CEO Frank Bisignano is nominated by Trump to lead the SSA.
• $FOUR downgraded to Hold from Buy after CEO Jared Isaacman is chosen by Trump to head NASA.
• $HOOD plans Asia expansion, setting up in Singapore.
NYPD seeks man who killed UnitedHealth $UNH executive Brian Thompson outside a Manhattan hotel, suspect fled into Central Park.
TSM discussing with $NVDA to manufacture AI chips in Arizona.
• $AMAT downgraded to Underweight at Morgan Stanley due to memory market concerns.
• $HPE upgraded to Overweight, target price raised post-Juniper acquisition.
• $NCNO Q3 adj EPS $0.21 vs $0.16 est., Q4 rev guidance below estimates.
• $OOMA Q3 EPS $0.17 vs $0.16 est., raised yearly outlook.
• $S Q3 EPS loss ($0.25) vs $0.01 est., slightly beat on revenue for Q4 and year.
• $SNPS Q4 adj EPS $3.40 vs $3.30 est., Q1 guidance below expectations.
• $VRNT Q3 EPS $0.54 vs $0.43 est., strong SaaS growth, FY25 revenue guidance up.
• $DIS increases dividend to $1.00 per share.
• $SMTC launches $400M stock offering.
#Upgrades - Nov 18, 2024
• $AMLX: Baird Upgrades to Outperform from Neutral - PT $11 (from $3)
• $APD: UBS Upgrades to Buy from Neutral - PT $375 (from $338)
• $AUTL: Goldman Sachs Upgrades to Buy from Neutral - PT $7.60 (from $7)
• $BFAM: BMO Capital Upgrades to Outperform from Market Perform - PT $125 (from $137)
• $CBRL: Argus Upgrades to Buy from Hold - PT $52
• $CVS: Wells Fargo Upgrades to Overweight from Equal Weight - PT $66 (from $60)
• $FUTU: Morgan Stanley Upgrades to Overweight from Equalweight - PT $115 (from $70)
• $HOOD: Needham Upgrades to Buy from Hold - PT $40
• $HPE: Raymond James Upgrades to Strong Buy from Outperform - PT $29 (from $23)
• $MBI: KBW Upgrades to Outperform from Market Perform - PT $9 (from $6.50)
• $MPWR: Loop Capital Upgrades to Buy from Hold - PT $660
• $MRNA: HSBC Upgrades to Buy from Hold - PT $58
• $PRMB: Deutsche Bank Upgrades to Buy from Hold - PT $33 (from $20)
• $ROKU: Baird Upgrades to Outperform from Neutral - PT $90 (from $70)
• $UFCS: Piper Sandler Upgrades to Neutral from Underweight - PT $26 (from $19)