Notes

MORNING RECAP • $LOW Q3: EPS $2.89 (beat consensus $2.81), sales $20.2B (beat consensus $19.92B); Q3 comp sales -1.1% due to weak DIY demand, offset by storm sales and growth in Pro and online. Revised full-year outlook: sales $83B-$83.5B, EPS $11.80-$11.90. • $ADM: Q3 profit fell due to weak North American crush margins; Nutrition segment expects better Q4 but not as high as Q3 2024. • $CTRN: Appointed Ken Seipel as CEO; Q3 sales $179.1M, comp sales up 5.7%. • $WEN: Ken Cook appointed as CFO, effective December 2, 2024. • $XPEV: Q3 revenue $1.39B, above estimates; EPS loss of $1.90, worse than expected $1.71 loss. Q4 revenue forecast at $2.09B-$2.21B; launched P7+ sedan. • $ACM increases buyback to $1B; Q4 EPS $1.27, revenue $4.11B, slightly below consensus. FY25 EPS forecast $5.00-$5.20. • $AMCR to acquire $BERY in $8.4B stock deal at a 10% premium. • $AVAV acquiring BlueHalo in $4.1B stock deal. Oil prices dip as Johan Sverdrup field restarts post-outage. • $ERII launches $50M stock repurchase. • $NPSCY engages with $X stakeholders to push for $15B acquisition. • $SYAXF to merge with $PLL in an all-stock deal, valuing the new entity at $623M. • $SYM Q4 operating income exceeds expectations; sets Q1 revenue guidance at $495-515M. U.S. defense stocks rise following Russia's updated nuclear policy and threats. • $DOC ups 2024 FFO guidance to $1.80-$1.82, citing strong portfolio performance. • $INCY stock drops after pausing a phase 2 study due to preclinical findings. • $MDT Q2 revenue up 5.2% to $8.4B, raises FY25 EPS outlook slightly. • $OMCL issues $150M in convertible senior notes. • $SYRE plans to offer $200M in common stock and warrants. • $AMD: Darla Smith resigns as Chief Accounting Officer on November 15. • $GOOGL stock declines as DOJ plans to demand the sale of Chrome browser. • $INTC: Efforts to distribute manufacturing grants under the Chips Act are stalled, with most of the $39B yet to be disbursed. • $MSTR aims to raise $1.75B through convertible senior notes. • $MCHP: Ganesh Moorthy retires; Steve Sanghi appointed as interim CEO. • $SMCI stock rises after appointing BDO USA as auditor and seeking Nasdaq compliance extension
$LOW $ADM $CTRN $WEN
-7.2%
$XPEV $ACM
+1.79%
$AMCR $BERY $AVAV $ERII $NPSCY $X
-1.76%
$SYAXF $PLL $SYM $DOC $INCY $MDT
-1.43%
$OMCL $SYRE $AMD $GOOGL $INTC $MSTR
-99.97%
$MCHP $SMCI
來用我抓聰明錢的 fomo call 吧 (≧ω≦)/
$FWOG
-4.28%
$Wdog
-11.7%
$SCF
-2.99%
$PUCCA
+3.52%
$UFO
+17.8%
$SYM
Ive heard @symmetrydog has a strong community 👀 If this tweet hits 125 likes ill buy a bag Lets see how yall do $SYM
$SYM
the last dog coin $SYM / @symmetrydog that I called went from 110k --> 340k Tomorrow is National Dog Day, the stars are aligning with this coin I found...
$SYM
Hey @symmetrydog you guys still out here grinding I see I really think you guys are very undervalued 100 likes I’ll buy more & I’ll put you guys as my pinned tweet $SYM
$SYM
$SYM went from 110k —> 330k peak Good work & @symmetrydog community strong 🫶
$SYM
You guys did that FAST @symmetrydog Have to keep my end of the deal 🤝 Send IT HIGHER $SYM 1m here we come!
$SYM
Yo @symmetrydog I’ve noticed y’all raiding my tweets 100 likes & I’ll buy a bag Seem to have a strong community Let’s test it out $SYM (I’ll keep my promise)
$SYM
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