Notes
Crypto markets dumping?
I use @vertex_protocol to trade with their insane perps leverage
I’m staking for 50%+ APRs via $VRTX and trading perps with leverage
Staking $VRTX has been a game-changer lately
With over 15.6M $VRTX bought back since January, stakers are seeing some serious rewards, last week alone it hit a 54.22% APR!
Jump into @vertex_protocol and stake for those gains

Why I’m stacking $VRTX?
@vertex_protocol’s @Avalanche rollout is live
50+ markets, unreal speed, and a fat 10k $AVAX reward pool every week
Trade & Earn, all on Vertex
I'm a big believer in @vertex_protocol this bull run.
DeFi is evolving, and they're scaling Vertex Edge to 25+ EVM chains in 2025.
More chains mean more opportunities. This is where value accrual for $VRTX happens.
Looking for a DeFi project that's set to redefine liquidity?
@vertex_protocol is launching VLP in 2025.
It's not just liquidity; it's enhanced market depth with passive yield for providers.
$VRTX Could be a solid hold.
Analyst Price Target Updates:
🔻 Cuts:
🔸 $ACVA: Jefferies $25 ($27), Needham $25 ($28)
🔸 $ALB: Piper Sandler $85 ($90)
🔸 $AMGN: Bernstein $350 ($380)
🔸 $CE: Jefferies $55 ($70), JPM $54 ($92), RBC $56 ($84), Downgraded to Sector Perform
🔸 $ETSY: BTIG $60 ($65), Canaccord $76 ($105), Guggenheim $70 ($80)
🔸 $EXAS: Jefferies $80 ($85), Leerink $85 ($95)
🔸 $WST: Jefferies $240 ($393)
🔸 $WING: Benchmark $325, Bernstein $330 ($380), Jefferies $270 ($280), TD Cowen $305 ($365)
🔸 $ZTS: Jefferies $190 ($200)
🔺 Raises:
🔸 $AMPL: Baird $17 ($12), Outperform; Piper Sandler $17 ($15)
🔸 $ADI: JPM $300 ($280), Oppenheimer $270 ($245), Piper Sandler $240 ($220), TD Cowen $280 ($260)
🔸 $AIZ: KBW $230 ($212), Upgraded to Outperform
🔸 $AXSM: H.C. Wainwright $200 ($190)
🔸 $BELFA: Needham $100 ($95)
🔸 $BMRN: Scotiabank $80 ($78)
🔸 $CVNA: D.A. Davidson $260 ($220), Jefferies $265 ($225), Needham $340 ($330), RBC $320 ($280)
🔸 $CRL: JPM $165 ($175)
🔸 $CAKE: Citigroup $67 ($66), Jefferies $63 ($58)
🔸 $CWAN: Piper Sandler $36 ($28), Upgraded to Overweight
🔸 $CVS: Bernstein $71 ($52)
🔸 $DVN: Bernstein $48 ($50), JPM $48 ($45)
🔸 $EQT: JPM $58 ($53)
🔸 $GTLB: Wells Fargo $85 ($80)
🔸 $IFF: Citigroup $99 ($100)
🔸 $KVYO: Barclays $51 ($47), Benchmark $54 ($51), Needham $56 ($46), Piper Sandler $53 ($50)
🔸 $LRCX: Susquehanna $125 ($75), Upgraded to Positive
🔸 $MTDR: JPM $76 ($75)
🔸 $RBA: CIBC $116 ($108)
🔸 $RELY: JPM $30 ($21)
🔸 $ROKU: Jefferies $100 ($55), Upgraded to Hold
🔸 $TOST: JPM $42 ($36), KBW $42 ($40)
🔸 $TNL: Jefferies $70 ($62)
🔸 $VRTX: RBC $408 ($407)
🆕 Coverage Initiations:
🔸 $SEI: Piper Sandler Overweight, PT $37
🔸 $ORA: Jefferies Buy (from Hold), PT $78 ($73)
Vertex just recently bridged over to @base and is leading the charge with offering the best perpetuals experience that currently now exists on Base.
Will be listening in and seeing what updates they have to say
STOCKS ON THE MOVE
Lamb Weston ( $LW): Shares dropped after naming Michael Smith as CEO on Jan 3, following activist investor Jana Partners' push for board changes or a sale. LW cut FY sales forecast to $6.35B-$6.45B from $6.6B-$6.8B after Q2 sales fell 8% to $1.6B; approved $250M buyback.
Lennar Corp. ( $LEN): Q4 revenue down 9.3% to $9.95B, below estimates. New orders dropped 2.7% to 16,895, backlog down 22%. Forecasts Q1 new orders at 17,500-18,000, deliveries at 17,000-17,500.
MillerKnoll Inc. ( $MLKN): Q2 EPS $0.55 vs. $0.56 est., sales up 2.2% to $970.4M. Gross margin fell to 38.8%. Guides Q3 sales $903M-$943M, EPS $0.41-$0.47.
Steelcase ( $SCS): Q3 EPS $0.30 vs. $0.22 est., sales up 2.2% to $794.9M. Q4 guidance EPS $0.20-$0.24, revenue $770M-$795M.
Stanley Black & Decker ( $SWK): Upgraded to Outperform by Mizuho, price target $110, added to top picks.
Tri-Pointe Homes ( $TPH): Announced $250M stock buyback program.
Swiss Watch Exports: November exports down 3.8% to CHF 2.41B, with U.S. as the only top market increasing by 4.7%.
Palantir Technologies ( $PLTR): Extended U.S. Army contract worth up to $618.9M to enhance data operations, continuing data and AI support since 2018.
Block ( $SQ): Upgraded to Outperform by Oppenheimer with a $115 target, citing growth in Square's Gross Payment Volume due to product and sales investments.
Raymond James ( $RJF): November client assets under administration at $1.60T (+3.6% m/m), financial assets under management at $251.7B (+4.4% m/m).
Synchrony ( $SYF): Upgraded to Overweight from Underweight by Morgan Stanley.
Mesoblast ( $MESO): Shares up after FDA approval of Ryoncil for treating GVHD in pediatric patients not responding to steroids.
Prothena ( $PRTA): Phase IIb PADOVA study by Roche on prasinezumab for early Parkinson's missed its primary endpoint after 18 months.
Vertex Pharmaceuticals ( $VRTX): Phase 2 study of suzetrigine in LSR met primary endpoint with significant pain reduction; plans for Phase 3 advancement.
Micron Technology ( $MU): Q1 adj EPS $1.79 vs. $1.76 est., revenue up 84% to $8.71B. Shares fell after hours due to Q2 forecast below expectations: revenue $7.7B-$8.1B vs. $8.99B est., gross margin 37.5%-39.5% vs. 41.3% est., EPS $1.33-$1.53 vs. $1.92 est. FY25 capex about $14B. Memory stocks STX, WDC also dropped.
Accenture ( $ACN): Q1 EPS $3.59 vs. $3.42 est., revenue up 9% to $17.69B vs. $17.15B est. Operating margin at 16.7%. Lowered FY EPS guidance to $12.43-$12.79 from $12.55-$12.91.
Keybanc: Upgraded Okta ( $OKTA) and Fortinet ( $FTNT) to Overweight, downgraded https://t.co/n5rFzz3Pbq (AI) to Underweight.
U.S. Commerce Department: Awarded SK Hynix up to $458M for an advanced chip plant and R&D facility in Indiana for AI.