Hey @bankrbot is $RKT my top holding yet? Or is it still $Chad ?

@bankrbot @Caitlyn_Jenner @base @clankeronbase Send 5000 $RKT to the address associated with @Caitlyn_Jenner account

$CHAD $DRB & $RKT oh and $BNKR are my top 4 holdings right now.

Earnings Summary & Key Updates 🔸 Monster Beverage ( $MNST) Q4 EPS: $0.38 (vs. est. $0.40); Revenue up 4.7% YoY to $1.81B (vs. est. $1.8B). Gross profit margin improved to 55.5% (Non-GAAP). Operating income up 7.9% to $517.9M (Non-GAAP). 🔸 Tesla ( $TSLA) applied for a permit in California linked to chauffeur services, a step toward regulatory approval for its planned robotaxi service. 🔸 Array Technologies ( $ARRY) – Q4 adj. EPS: $0.16 (vs. est. $0.17), adj. EBITDA: $45.2M (vs. est. $47.6M), revenue: $275.2M (vs. est. $268.5M), gross margin: 28.5%. Q1 revenue guidance: $260M-$270M (vs. est. $292.17M), FY revenue: $1.05B-$1.15B (vs. est. $1.127B). 🔸 Bloom Energy ( $BE) – Q4 adj. EPS: $0.43 (vs. est. $0.30), revenue: $572.4M (vs. est. $508.28M), gross margin: 38.3%, op. margin: 18.3%. FY revenue guidance: $1.65B-$1.85B (vs. est. $1.671B), adj. op. income: $135M-$165M (vs. est. $126.44M). 🔸 EOG Resources ( $EOG) – Q4 adj. EPS: $2.74 (vs. est. $2.57), revenue: $5.59B (vs. est. $5.95B). Oil & gas volumes and costs outperformed guidance. Announced $6.2B 2025 capital plan to grow oil production 3% and total production 6%. Entered a strategic agreement with Bapco Energies in Bahrain. 🔸 Sunrun ( $RUN) – Q4 revenue: $518.5M (vs. est. $537.9M). Installed 392 MWh of storage, up 78% YoY, exceeding guidance. Storage attachment rate: 62%. Q1 cash generation expected at $40M-$50M. 🔸 Talen Energy ( $TLN) – FY adj. EBITDA: $770M, adj. free cash flow: $283M, exceeding 2024 guidance midpoints. Reaffirmed 2025 guidance; 2026 outlook unchanged. 🔸 Tidewater ( $TDW) – Q4 revenue: $345.1M (vs. est. $340.1M), adj. EBITDA: $138.4M (in line with estimates). FY revenue guidance: $1.32B-$1.38B (vs. est. $1.44B), gross margin: 48%-50% (vs. est. 50.1%). 🔸 CubeSmart ( $CUBE) – Q4 AFFO/share: $0.68 (in line), adj. EPS: $0.45 (vs. est. $0.46), revenue: $231.4M (vs. est. $266.4M). FY AFFO/share guidance: $2.50-$2.59 (vs. est. $2.68), EPS: $1.40-$1.49 (vs. est. $1.76). 🔸 Green Dot ( $GDOT) – Q4 EPS: $0.40 (vs. est. $0.35), revenue: $455M (vs. est. $421.9M). FY25 EPS guidance: $1.05-$1.20 (vs. est. $1.50), adj. EBITDA: $145M-$155M. Expects embedded finance and money movement to drive 2025 growth. 🔸 Redfin ( $RDFN) – Q4 EPS loss: (-$0.29) (vs. est. -$0.23), revenue up 12% YoY to $244.3M (vs. est. $242.5M). Q1 revenue guidance: $214M-$225M (vs. est. $242.8M), Q1 net loss expected at ($94M-$83M). Q4 adj. EBITDA: $2.9M. 🔸 Rocket Companies ( $RKT) – Q4 adj. EPS: $0.04 (vs. est. $0.03), total revenue: $1.76B, adj. revenue: $1.2B (high end of guidance). Q1 revenue guidance: $1.17B-$1.325B. 🔸 Acadia Healthcare ( $ACHC) – Q4 adj. EPS: $0.64 (vs. est. $0.71), adj. EBITDA: $153.1M (vs. est. $171.4M), revenue: $774.2M (vs. est. $779M). FY revenue guidance: $3.3B-$3.4B (vs. est. $3.441B), adj. EBITDA: $675M-$725M (vs. est. $747.9M), adj. EPS: $2.50-$2.80 (vs. est. $3.35). 🔸 Iovance Biotherapeutics ( $IOVA) – Q4 EPS loss: (-$0.26) (vs. est. -$0.27), revenue: $73.7M (vs. est. $72.2M). Reaffirms FY25 total product revenue guidance of $450M-$475M. Amtagvi total revenue: $73.7M in Q4, $164.1M in FY24. 🔸 Natera ( $NTRA) – Q4 EPS: (-$0.41) (vs. est. -$0.42), revenue: $476.1M (vs. est. $428.6M). FY revenue guidance: $1.87B-$1.95B (vs. est. $1.819B), gross margin: 60%-64%. 🔸 Pacira BioSciences ( $PCRX) – Q4 EPS: $0.96 (vs. est. $0.83), revenue: $187.3M (vs. est. $185.4M). FY25 revenue guidance: $725M-$765M (vs. est. $747.6M), gross margin: 76%-78%, R&D expense: $90M-$105M, SG&A expense: $290M-$320M. 🔸 Progyny ( $PGNY) – Q4 adj. EPS: $0.42 (vs. est. $0.10), adj. EBITDA: $47.5M (vs. est. $41.8M), revenue: $298.4M (vs. est. $276.7M). Q1 revenue guidance: $300M-$318M (vs. est. $280.3M), FY revenue: $1.175B-$1.225B (vs. est. $1.159B), adj. EPS: $1.52-$1.62 (vs. est. $0.60). 🔸 RadNet ( $RDNT) – Q4 adj. EPS: $0.22 (vs. est. $0.20), adj. EBITDA: $75M (vs. est. $74.8M), revenue: $477.1M (vs. est. $461.8M). FY revenue guidance: $1.825B-$1.875B (vs. est. $1.979B), adj. EBITDA: $265M-$273M (vs. est. $309.3M), FCF: $70M-$80M. 🔸 Solventum ( $SOLV) – Q4 adj. EPS: $1.41 (vs. est. $1.32), revenue: $2.07B (vs. est. $2.05B). FY adj. EPS guidance: $5.45-$5.65 (vs. est. $5.49). 🔸 TransMedics Group ( $TMDX) – Q4 EPS: $0.19 (vs. est. $0.16), revenue: $121.6M (vs. est. $110.3M), gross margin: 59%. FY revenue guidance: $530M-$552M (vs. est. $528.6M). 🔸 Boeing ( $BA) & Safran – Assessing impact of a fire at Pennsylvania's SPS Technologies factory, seeking alternative suppliers. GE Aerospace (GE) taking steps to minimize disruption. 🔸 Archer Aviation ( $ACHR) – Q4 adj. EBITDA: -$94.8M, operating expenses up 16% YoY to $124.2M, net loss: -$198.1M (+82% YoY). Q1 adj. EBITDA loss guidance: -$95M to -$110M. 🔸 MasTec ( $MTZ) – Q4 EPS: $1.44 (vs. est. $1.26), revenue: $3.4B (+3.8% YoY, vs. est. $3.32B). Q1 EPS guidance: $0.34 (vs. est. $0.39). 2025 outlook: revenue $13.45B (+9% YoY), GAAP net income: $327M-$366M, adj. EBITDA: $1.10B-$1.15B. 🔸 Mosaic ( $MOS) – Q4 adj. EPS: $0.45 (vs. est. $0.57), revenue: $2.8B (vs. est. $2.92B). Missed estimates due to lower potash prices and sales. Q4 potash sales volume: 2.2M tonnes (-15% YoY), avg. price: $199/tonne (-18%). Potash revenue: $600M (-25%), adj. core profit: $95M (-24%). 🔸 Rocket Lab USA ( $RKLB) – Q4 adj. EBITDA: -$23.2M (vs. est. -$29.1M), revenue: $84M (vs. est. $130.6M). Q1 revenue guidance: $117M-$123M (vs. est. $135.7M), adj. gross margin: 30%-32%, adj. EBITDA: -$35M. 🔸 Autodesk ( $ADSK) – Q4 adj. EPS: $2.29 (vs. est. $2.14), revenue: $1.6B (vs. est. $1.632B), adj. EBIT margin: 37%. Q1 guidance: revenue $1.6B-$1.61B (vs. est. $1.598B), EPS $2.14-$2.17 (vs. est. $2.08). FY guidance: revenue $6.895B-$6.965B, adj. op margin 36%-37%, EPS $9.34-$9.67 (vs. est. $9.24). 🔸 Dell ( $DELL) – Q4 adj. EPS: $2.68 (vs. est. $2.52), revenue: $23.9B (vs. est. $24.57B). Q1 guidance: EPS $1.65 (vs. est. $1.83), revenue $22.5B-$23.5B (vs. est. $23.72B). FY26 midpoint in line with consensus. Announced $10B stock buyback and 18% dividend increase to $2.10. 🔸 DoubleVerify ( $DV) – Q4 adj. EBITDA: $73.8M (vs. est. $76.48M), revenue: $190.6M (vs. est. $196.9M). Q1 guidance: revenue $151M-$155M (vs. est. $157.5M). FY revenue expected to grow ~10% (vs. est. 12.59%). 🔸 Duolingo ( $DUOL) – Q4 EPS: $0.28 (vs. est. $0.48), revenue: $209.6M (vs. est. $205.4M), paid subs: 9.5M, DAU: 40.5M, MAU: 116.7M. Q1 guidance: revenue $220.5M-$223.5M (vs. est. $221.07M). FY guidance: revenue $962.5M-$978.5M (vs. est. $965.88M). 🔸 Elastic ( $ESTC) – Shares surged on strong Q3 results: adj. EPS $0.63 (vs. est. $0.47), adj. op income $64M (vs. est. $55.4M), revenue $382.5M (vs. est. $368.7M). Q4 guidance: revenue $379M-$381M (vs. est. $374.2M), adj. op margin ~13.5%, adj. EPS $0.36-$0.37 (vs. est. $0.31). 🔸 HP ( $HPQ) – Q1 adj. EPS: $0.74 (in line), revenue: $13.5B (vs. est. $13.36B). Growth driven by strong personal systems segment: revenue up 5% to $9.2B, commercial PC revenue up 10%. Q2 guidance: EPS $0.75-$0.85 (vs. est. $0.86). FY EPS: $3.45-$3.75 (vs. est. $3.59). 🔸 iHeartMedia ( $IHRT) – Q4 adj. EBITDA: $246M (vs. est. $291.3M), revenue: $1.118B (vs. est. $1.166B). Q1 guidance: adj. EBITDA $100M-$110M (vs. est. $120.25M). 🔸 NetApp ( $NTAP) – Q3 EPS: $1.91 (in line), revenue: $1.64B (vs. est. $1.7B). Q4 guidance below midpoint. FY25 guidance: EPS $7.17-$7.27 (vs. est. $7.33), revenue $6.49B-$6.64B (vs. est. $6.67B). 🔸 SoundHound AI ( $SOUN) – Q4 adj. EPS: -$0.05 (vs. est. -$0.10), revenue: $34.5M (vs. est. $33.69M). FY guidance: revenue $157M-$177M (vs. est. $165.26M).

#Downgrades - Dec 10, 2024 • $AAOI: B.Riley Downgrades to Sell from Neutral - PT $14 • $BIOA: Morgan Stanley Downgrades to Underweight from Equalweight - PT $5 (from $40) • $BSIG: RBC Capital Downgrades to Sector Perform from Outperform - PT $33 • $CARM: BTIG Downgrades to Neutral from Buy • $CCI: Wells Fargo Downgrades to Underweight from Equal Weight - PT $100 (from $105) • $CNC: Jefferies Downgrades to Underperform from Hold - PT $52 (from $68) • $DHI: KBW Downgrades to Market Perform from Outperform - PT $183 • $EBAY: Jefferies Downgrades to Underperform from Hold - PT $52 (from $60) • $FAF: KBW Downgrades to Market Perform from Outperform - PT $80 • $IAC: Piper Sandler Downgrades to Neutral from Overweight - PT $54 (from $68) • $IREN: JPMorgan Downgrades to Neutral from Overweight - PT $15 (from $9.50) • $MLM: BNP Paribas Downgrades to Neutral from Outperform - PT $650 • $MTG: KBW Downgrades to Market Perform from Outperform - PT $29 • $PGR: HSBC Downgrades to Hold from Buy - PT $267 • $PINS: Piper Sandler Downgrades to Neutral from Overweight - PT $36 (from $41) • $PTVE: Citi Downgrades to Neutral from Buy - PT $18 (from $13) • $RKT: KBW Downgrades to Underperform from Market Perform - PT $11.50 (from $16) • $TOL: KBW Downgrades to Market Perform from Outperform - PT $164

RECAP • $CAVA: Q3 EPS $0.15, above expectations of $0.11; sales up 39% to $243.8M; FY guidance for restaurant comp sales at 12.5%, up from 8.5-9.5%, and EBITDA at $123M. Plans to increase restaurant openings and margins. • $FLUT: Q3 adjusted EBITDA up 74% to $450M; revenue up 27% to $3.25B; raised full-year forecasts for EBITDA and revenue, expecting 35% profit increase. • $CART: Q3 EPS $0.42 vs. $0.22 est.; revenue $852M vs. $844M est.; Q4 EBITDA guidance $230M-$240M, below estimate; increased buyback program by $250M. • $LNW: Q3 net income $64M, less than $100.7M expected; revenue $817M, slightly below $821.21M; continues double-digit revenue growth. • $RIVN: Formed JV with Volkswagen for tech development, with VW investing up to $5.8B by 2027. • $SAVE: Shares fell -60% due to bankruptcy filing rumors, currently negotiating with creditors. • $TSLA: Recalling 2,431 Cybertrucks due to potential power loss issues, marking the sixth recall this year. • $MODG: Q3 EPS loss at -$0.02, better than -$0.16 expected; revenue $1.01B, above $983M forecast; adjusted full-year revenue and EBITDA guidance downwards. • $OXY: Q3 adj EPS $1.00, above $0.74 expected; production rose 15.7% to 1.41 Mboepd due to CrownRock acquisition, despite lower prices; Q4 production expected at 1.43-1.47 Mboepd. • $RKLB: Q3 EPS ($0.10) vs. ($0.11) est., with revenues at $104.8M vs. $102.3M est.; Q4 revenue guidance $125-135M, with a new multi-launch deal for Neutron. • $DHT: Q3 EPS $0.22, topping $0.20 estimate; adjusted EBITDA $70.4M vs. $66.4M expected, on slightly lower than expected adjusted revenues of $92.64M. • $AB): Reported a 2% drop in AUM to $793B in October 2024 from $806B due to market downturn, with no net inflows or outflows. • $MARA: Q3 revenue increased by 34% to $131.6M, missing the forecast of $137.5M. • $PAY: Q3 EPS was $0.15 compared to $0.09 expected; revenue hit $231.6M against $190.6M estimated. They foresee Q4 revenue at $215M-$220M and FY24 at $829M-$834M, both above consensus. • $RKT: Q3 adjusted EPS met estimates at $0.08; adjusted EBITDA was $286M, above the $272.33M expected, with revenues at $1.323B, beating the forecast. They anticipate a drop in Q4 revenue to $1.05-1.2B. • $WULF: Q3 adjusted EBITDA was $6M, below the $11.2M prediction, with revenues at $27.1M, not meeting the $34.28M estimate. • $AMGN: Clarified no link between MariTide use and bone density changes, despite earlier reports of potential loss. The company remains confident in the drug's future. • $ICUI: Q3 adjusted EPS $1.59 vs $1.25 expected; revenue $589.131M vs $574.7M forecast, with a gross margin of 34.8%. FY guidance raised for EPS and EBITDA. • $NTRA: Q3 EPS ($0.26) vs ($0.57) expected, revenue $439.8M vs $361.45M; FY revenue guidance set at $1.61-1.64B, above consensus. • $PGNY: Q3 EPS $0.11, below $0.13 expected; revenue $286.625M vs $296.88M; full-year revenue and EBITDA guidance below market expectations. • $SGMO: Q3 EPS $0.04, better than ($0.03) expected; revenue $49.41M vs $17.94M forecast. Adjusted annual operating expenses expected to be $125-145M. • $SYRS: Shares dropped -80% after the SELECT-MDS-1 trial for tamibarotene failed to meet its primary endpoint, leading to discontinuation of the study. • $DOX: Q4 adjusted EPS $1.70, matching expectations, with revenue at $1.264B, slightly above the $1.263B estimate. • $PLUS: Q2 adjusted EPS $1.36, below $1.39 expected; revenue $515.2M vs $576.5M forecast. Full-year sales guidance unchanged, but adjusted EBITDA expected at $195-205M. • $IAS: Q3 EPS $0.10 vs $0.07 expected, with revenue at $133.528M and a gross margin of 80%. Q4 revenue and EBITDA guidance were both below expectations. • $SOUN: Q3 adjusted EPS ($0.04) vs ($0.07) expected; revenue $25.1M, above $23.02M estimate. Set FY24 and FY25 revenue targets. • $SWKS: Q4 adjusted EPS $1.55 vs $1.52, revenue $1.025B, nearly matching estimates. Q1 guidance for revenue and EPS below expectations. • $SPOT: Q3 revenue growth of 19% to €3.99B missed the €4.02B estimate; profit margin improved. Q4 revenue guidance below expectations but operating income and MAUs on target. • $SMCI: Announced delay in filing Q3 2024 quarterly report due to ongoing issues with the annual report. • $ZI: Q3 adjusted EPS $0.28, surpassing the $0.22 estimate; revenue $303.6M vs $299.38M. Q4 revenue guidance in line with estimates, but EPS slightly below consensus.