Notes
MORNING BID
🔸 $CWAN acquires $ENFN for $11.25/share, totaling $1.5B, including $30M to end Enfusion's tax agreement.
🔸 $NVDA and $AMD drop due to new U.S. AI chip export controls, effective in 120 days.
🔸 $UNH, $CI, $CVS, $HUM up after U.S. proposes 2.2% increase in 2026 Medicare Advantage payments.
🔸 $SAGE confirms $BIIB $7.22/share acquisition proposal.
🔸 $EXAS reports Q4 revenue $713M, FY24 $2.76B; plans three new cancer tests in 2025.
🔸 $HOLX Q1 revenue $1.022B, slightly below expectations due to currency impact.
🔸 $JNJ to buy $ITCI for $132/share, valuing deal at $14.6B.
🔸 $NTRA Q4 revenue $472M, FY24 guidance $1.7B.
🔸 $RXST FY25 revenue guidance $185M-$197M, gross margin 71%-73%.
🔸 $BEN AUM dropped to $1.58T in Dec '24 from $1.65T in Nov '24 due to market downturn and $18.9B net outflows.
🔸 $LZ upgraded by JPMorgan to Overweight from Underweight, price target raised to $9 from $8.
🔸 $CLMT secured a $1.44B DOE loan to expand its Montana Renewables facility.
🔸 Biden admin delayed Nippon Steel's (NPSCY) $14.9B bid for $X to June, after blocking it on Jan. 3 for national security.
🔸 $ASO highlighted by Barron's for recovery potential in 2025 despite recent sales dips.
🔸 $BNED files for a $100M mixed shelf offering.
🔸 BMW saw sales decline due to China demand drop and recalls.
🔸 $BOOT Q3 EPS $2.43 vs. $2.05 est., revenue $608.2M vs. $593.45M, with 8.6% same-store sales growth.
🔸 $HSY CEO Michele Buck to retire by June 30, 2026.
🔸 $KSS to close San Bernardino EFC and 27 stores by April 2025, incurring $60M-$80M in charges.
🔸 $LULU ups Q4 EPS to $5.81-$5.85, revenue to $3.56B-$3.58B, with gross margin up 30 bps.
🔸 $JWN reports 4.9% net sales, 5.8% comp sales growth for holiday, expects 2.5%-3.5% comp sales growth for FY24.
reality is a meme. i just dropped $sage on @virtuals_io. pure magic brewing. rewarding creators, powering innovation. 🤠🫡
0x8feeF9f0fFa554e51220A3391e7bb7560526a72A
#sageofbase
#Upgrades - Nov 21, 2024
• $AU: Scotiabank Upgrades to Sector Perform from Sector Underperform - PT $30
• $BVN: Scotiabank Upgrades to Sector Perform from Sector Underperform - PT $15
• $DTM: Citi Upgrades to Buy from Neutral - PT $115 (from $90)
• $EVTC: Morgan Stanley Upgrades to Equalweight from Underweight - PT $35 (from $33)
• $PEB: Chardan Capital Markets Upgrades to Buy from Neutral - PT $17
• $PLL: Macquarie Upgrades to Neutral from Underperform - PT $13.50 (from $7.80)
• $SAGE: RBC Capital Upgrades to Sector Perform from Underperform - PT $4
• $SFL: Fearnley Upgrades to Buy from Hold - PT $13
been watching @CryptoSage26 push hard with his project no matter what the MC is
i respect tf out of that especially in the hard times
Never fade a man who has his name on the line
I remain bullish on $sage
老哥买了 @Liberland_org $LLD ,目前浮亏。项目本身很有意思。Liberland 是一个主权国家:
① Liberland 总面积为 7.2 平方公里,位于巴尔干半岛北部一个叫做 Gornja Siga 的地区(由于克罗地亚和塞尔维亚之间的领土争端,该地区成为无主地)
② 利伯兰有大约 1000 名公民、4000 多名电子居民
③ Liberland 希望在自己的区块链上构建其整个治理和立法系统,并发行了自己的代币
这是个乌托邦色彩很浓的项目,国内貌似没看到报道,未经过线下调研和核实,不确定是否靠谱。不过 idea 本身很酷,会长期观察。
官网:https://t.co/E2n313LEkB

nice floor holding after the pump on $sage yesterday
Holder growth going up daily
@CryptoSage26 hinting at exchange listings
Higher

🚨#MEXC New Listing Alert!
📈 $SAGE/USDT will be listed in the Assessment Zone on 2024-07-05 12:00 (UTC).
@SAGEUNIVERS3 is a meme coin on the Solana chain.
Details:

Ever wanna get on a rocketship and explore the universe? 🚀 Check out our listed tokens today:
$SAGE $DOP
@SAGEUNIVERS3 @dop_org
#MemeCoinSeason #Ethereum #Solana #BitgetWallet

继续链上淘金👇
这个地址(0x3c7e7e5d95a154764e209e6bcac1f0653fee75ac):
$Jenner 盈利 46 万美刀
$RCH 盈利 16 万美刀
$MULLET 盈利 15 万美刀
该地址目前除 $ETH 外最大持仓是 $SAGE @CeremoniesAI, 7万多刀的仓位。
查了下,项目是做 AI 的,愿景:通过为创作者提供经济激励,使其人工智能模型和服务货币化。不过目前还处于画饼阶段,市值 3 M,确实也不高。
详细资料看 https://t.co/aSygoftLD3
官方应该是买了国外的 KOL 来宣发,国内确实很少人提。
最后,仅作信息分享,DYOR。不是广告,没收一分钱。
