Notes
MARKET UPDATES
CONSUMER
🔸 $BSET: Q1 EPS $0.21 (est. $0.03), rev $82.2M (est. $79.62M).
🔸 $LCID: Q1 production 2,212 vehicles, 600+ in transit; delivered 3,109; files to sell $1B in notes; guides Q1 revs $232M-$236M (est. $256.3M).
🔸 $LYFT: Downgraded to Underperform at BofA, tgt cut to $10.50.
🔸 $NKE, $ADDYY: Shares drop on new 46% Vietnam tariff (impacting AEO, W).
🔸 $RH: Q4 revs $812.4M (est. $829.6M), EPS $1.58 (est. $1.91); guides FY25 rev growth 10%-13%; warns of tariff risks.
🔸 $ROST, $TJX: Upgraded to Buy at Citi; tariffs boost off-price retail inventory.
ENERGY, INDUSTRIALS & MATERIALS
🔸 $BALL, $CCK: Potential impact from new 25% tariff on canned beer, aluminum.
🔸 $EMN: Upgraded to Outperform at Mizuho, tgt $105 (+18% upside).
🔸 $LSTR: Q1 EPS cut to $0.90-$0.95 (prior $1.05-$1.25) due to supply chain fraud.
🔸 $MSM: Q2 EPS $0.72 in line, revs $891.72M (est. $908.3M).
🔸 $PCAR: CFO Harrie Schippers to retire; Brice Poplawski promoted.
FINANCIALS
🔸 $RGP: Q3 adj. EBITDA $1.7M (est. -$0.5M), revs $129.4M (est. $130M).
HEALTHCARE
🔸 $RXST: Cuts FY25 rev view to $160M-$175M (prior $185M-$197M).
🔸 $SRNA: Files for $100M mixed shelf.
🔸 Drugmakers ($AZN, $SNY, $NVO): Spared from Trump tariffs, benefiting exporters.
🔸 Medical Devices ($DXCM, $GHHC, $BSX, $ABT): Under pressure due to new tariffs (34% China, 20% EU).
TECH, MEDIA & TELECOM
🔸 $MSFT: Pausing data center projects, impacting VRT, CRWV, ETN, SMCI, DELL, VST, SMR, OKLO, NRG, CEG.
🔸 $GCT: Increases buyback by $16M.
🔸 $PDD: Investing $13B over three years to support merchants.
🔸 $PENG: Q2 EPS $0.52 (est. $0.38), sales $366M (+29% y/y, est. $345.1M).
【月光擼空投匯報】
寶子們,@JumpingPeng 又有大動作啦!
除了邊玩邊拿 $PENG 和 $KAIA 空投,還有 Peng Booster NFT 上線,讓你囤更多 HeartPeng,拿更多空投!
🎮 怎麼玩 JumpingPeng?
已經上架 LINE Mini App,立刻開玩 👉 https://t.co/i4Z4V5Dpnn
💰 $1000 USDT 獎勵
現在參加 Play2Airdrop 活動,只要玩 JumpingPeng 並分享遊戲數據,就有機會瓜分獎金!
🌟 NFT 賦能
持有 Peng Booster NFT,能獲得更多 HeartPeng,未來拿 $PENG 空投
🔹 總量:300 枚
🔹 價格:110 KAIA
🔹 銷售截止:2月17日 23:59 KST
🔹 購買連結:https://t.co/H2QBo7MD1V
寶子們可以參考 @Jumpingpeng 官方教學影片,很清楚喔!
🆕 LINE Mini Dapp紹介
Jumping Peng
🔗
@NiftyNerds より提供されるカジュアルアクションゲーム📱
Play to Airdropで $PENG や $KAIA が稼げる🪂
現在、Jumpingpeng NFT「Peng Booster」を販売中👉
Peng Booster
🆕 LINE Mini Dapp紹介
Jumping Peng
🔗https://t.co/pgp7Fs5bDb
@NiftyNerds より提供されるカジュアルアクションゲーム📱
Play to Airdropで $PENG や $KAIA が稼げる🪂
現在、Jumpingpeng NFT「Peng Booster」を販売中👉https://t.co/svsST5TwE1
Peng Booster NFTを持つと、より多くのHeartPengが獲得可能。HeartPengは今後の $PENG エアドロップに必要。
総供給量:300
販売価格:110 KAIA
販売期限:2月17日 23:59 [JST]
#PR @KaiaChain
💎 $PENG CAN Reach $PENGU $WIF $PNUT #chillguy and other top $SOL memes, DONT MISS OUT 👇👇👇
Guys I love you but all the Murad wannabes calling for every token over 100m to hit 50b are just delusional
Maybe 2-3 memecoins get there but most of the others are just going to 0 meanwhile
Coins that imho will hit 10b+ per chain (now sub 1b):
Solana - $MUMU $PONKE $POPCAT $RETARDIO
Ethereum - $MOG $NEIRO
Base - $BRETT
10 Lucky gambles that may reach 1b:
$BENJI $PENG $MOODENG $GINNAN $BULL $FWOG $BILLY $NUB $LOCKIN $COBY
This is all more realistic than most retardios
With that said, I’m far more delusional than those targets just don’t think my delusion will materialise, I’ll hold at least 10% of my main bags until something hits 100b
早上 7 点多,我发现很多 Meme 在链上被砸
这些 Meme 归于一个地址:9aWmzzkrwbENnw95Uw76ZF1ZXnUuqRZuP8xxChqvE4rt
差不多一个小时内,该地址清仓了所有币
换成了 24,884 个 $SOL 价值 368 万美金
清仓的币包括:
$KOKO $159K
$APES 137.6K
$ATR 123K
$CATDOG 46K
$MANEKI 70K
$MUMU 70K
$PENG 101K
$SAMO 87.3K
$SILLY 90K
$DUKO 87.7K
$MOTHER 110K
$michi 110K
$DADDY 76K
$PONKE 34K
$GINNAN 30K
......等等等等......
最后 BingX 官方承认,是他们的热钱包怀疑被黑客攻击

$1 | 15.000 IDR ~ FAST 🦋
— Retweet
— Comment on tweet below 👇
$2 | 30.000 IDR ~ FAST 🦋
— Retweet
— RT Like tweet below 👇
My memecoin thesis is simple:
$DOGE to 1$
Two coins per big chain to 10-20b at the worst, namely Eth, Sol, Base
$PEPE $MOG $MUMU $POPCAT $BRETT
20+ 1b coins between those chains + some unicorns on shit like ton/tron maaaybe some new L1 that understands that volume is in memes.
Real money will be made by bidding the biggest coins on chains with size, life-changing stories will be made aping ~1-20m mcaps that will go to 1-2b, with more risk of course.
Some potential runners around those targets and their narratives:
$NUB reply meta + cute cat and content
$BENJI oldest and biggest dog on base
$FOFAR tron boy’s club
$HARAMBE he died for our sins
$GINNAN doge’s sister
$LOCKIN ?!?!?? 🔐
$PENG ponke beta play
$BENDOG based team
$PUPS eventually dev stops grifting, bridge closes and it moons
$MIGGLES coinbase insider cat>toshi
$REDO only thing to bid on tonight
$MINI imho undervalued cat
$SILLY only relevant dragon and toly’s mascotte
$JOE started meme szn on eth
$PAJAMAS first youtube cat with yt founder heavily involved
Ofc I am shilling my bags and I’m a retard for holding so many memes, I need to be right on 10-20% of them to retire a few more times, don’t expect insane accuracy, this is literally leveraged gambling, if market takes a u-turn we see -80% maybe but if it’s up only we made it, I can stomach it.
Anything I missed?
welcome to my new solana portfolio
1. $MEW
2. $SCRAT
3. $MANEKI
4. $WOLF
5. $POPCAT
6. $PENG
7. $MUMU
8. $BUBBA
9. $MOOCAT
10. $CHIPPY
11. $BILLY
what coins should I add to my bags? comment below 👇