Notes

MARKET HIGHLIGHTS AUTOS: 🔸 GM & Ford drop as Trump imposes 25% import tax on foreign cars (effective April 3); European & Asian automakers also down. 🔸 S&P Changes: Cava ( $CAVA) replaces Altair ( $ALTR) in S&P MidCap 400 (March 31) after Siemens acquires Altair. 🔸 Crypto: GameStop ( $GME) plans $1.3B convertible notes offering to buy Bitcoin. EARNINGS: 🔸 MillerKnoll ( $MLKN): Q3 EPS $0.44 in line, revenue $876.2M (miss); Q4 guide below estimates. 🔸 Nio ( $NIO): Raises $450M via share placement for EV development. 🔸 Petco ( $WOOF): Q4 EBITDA beats, but weak Q1 & FY guidance. 🔸 Steelcase ( $SCS): Q4 EPS beats; Q1 revenue & EPS guidance above estimates. INDUSTRIALS & MATERIALS: 🔸 Chemours ( $CC) upgraded at Mizuho; 🔸 Liberty Energy ( $LBRT) upgraded at Morgan Stanley. 🔸 HB Fuller ( $FUL) beats Q1 EPS, guides FY revenue lower. FINANCIALS: 🔸 Jefferies ( $JEF) Q4 EPS misses; cites challenging capital markets. HEALTHCARE: 🔸 Medicaid overpaid insurers ( $CI, $HUM, $UNH, $ELV), per WSJ. 🔸 Nkarta ( $NKTX): Q4 EPS beats, cash runway to 2029. 🔸 Soleno ( $SLNO): FDA approves Vykat XR for genetic disorder. 🔸 Zentalis ( $ZNTL): Files mixed shelf offering up to $250M. TECH & MEDIA: 🔸 $AMD downgraded at Jefferies (AI concerns, competition). 🔸 S&P Changes: Angi ( $ANGI) replaces ODP in SmallCap 600. 🔸 3D Systems ( $DDD): Q4 EPS misses, weak FY guidance. 🔸 Concentrix ( $CNXC): Q1 EPS & revenue beat, reiterates FY outlook. 🔸 OpenAI nears $40B funding at $300B valuation (Bloomberg). 🔸 Verint ( $VRNT): Q4 EPS & revenue miss, weak FY guidance.
$CAVA $ALTR $GME
-4.88%
$MLKN $NIO $WOOF
+0.56%
$SCS $CC $LBRT $FUL
+3.01%
$JEF $CI $HUM $UNH $ELV $NKTX $SLNO $ZNTL $AMD $ANGI $DDD $CNXC $VRNT
恭喜@WolvesDAO 团队成功发售 $WOOF !!! Web3 Gaming的风愈演愈烈 大多数人都认为这是一个伪命题的赛道 但总有一群人在负重前行 团队给@MaplestoryU 的前500名玩家空投了约价值200 $USDC 的 $WOOF 登记过地址的 记得去领取 未来社区还会举办各种活动 用于奖励Gamer 大家关注起来
It's time. $WOOF is coming. Here’s everything you need to know before launch 🧵👇 https://t.co/YUinEgg5Jf
00:00:12
$WOOF
+0.56%
$USDC
+0%
恭喜Wolves DAO 成功发售 $WOOF !!! 游戏赛道越来越热 对游戏有兴趣的 一定要关注@WolvesDAO 我有很多游戏资讯 也是通过他们才了解到的 期待他们未来发展
It's time. $WOOF is coming. Here’s everything you need to know before launch 🧵👇 https://t.co/YUinEgg5Jf
00:00:12
$WOOF
+0.56%
amazing ,八百年没收到avax链的空投了。还是gamefi的
$WOOF
+0.56%
え、これであってるよね??? ん-…よわくね…?
$WOOF
+0.56%
感谢WolvesDAO的空投,祝社区越来越好
It's time. $WOOF is coming. Here’s everything you need to know before launch 🧵👇 https://t.co/YUinEgg5Jf
00:00:12
$WOOF
+0.56%
🎉@WolvesDAO@MaplestoryU 达成合作 让我们这些参与过冒险岛一测二测的玩家有福了 WolvesDAO是海外Web3 Game 最知名的公会 (邀请制才可以加入的公会) 即将发售 $WOOF 部署在 @avax 链 ➤参与方式:https://t.co/FlqHA5F6yd 点击 start→ 输入参与测试的地址即可 🎉@WolvesDAO and @MaplestoryU team up Let those of us who participated in the first and second tests of MapleStory be blessed. WolvesDAO is the most famous guild for overseas Web3 games. (Join by invitation) Coming soon $WOOF deployed on @avax chain ➤How to participate: https://t.co/FlqHA5F6yd Click Start→Enter the address to participate in the test
$WOOF
+0.56%
【仿佛没什么项目可撸,但 3 月即将进行 #空投 的项目也不少】⬇️⬇️⬇️ ▪︎ $OM @MANTRA_Chain ▪︎ $NIL @nillionnetwork ▪︎ $WAL @WalrusProtocol ▪︎ $LINEA @LineaBuild ▪︎ $MINT @Mint_Blockchain ▪︎ $DOOD @doodles ▪︎ $ALLORA @AlloraNetwork ▪︎ $SEA @opensea ▪︎ $HEMI @hemi_xyz ▪︎ $MITO @MitosisOrg ▪︎ $NEXUS @NexusLabs ▪︎ $UNION @union_build ▪︎ $POWER @fableborne ▪︎ $WCT @WalletConnect ▪︎ $BIRDS @TheBirdsDogs ▪︎ $YALA @yalaorg ▪︎ $IMT @immortalrising2 ▪︎ $WOOF @WolvesDAO ▪︎ $ALBERT @play_memoria
$OM
+1.27%
$NIL
+3.78%
$WAL
-4.56%
$LINEA $MINT
+0.68%
$DOOD $ALLORA $SEA 0$HEMI $MITO $NEXUS $UNION $POWER
+1.07%
$WCT
-5.18%
$BIRDS $YALA $IMT
-2.57%
$WOOF
+0.56%
$ALBERT
-0.47%
Wolves Dao x Avax 🔺 One of the largest communities in Web3, @WolvesDAO , has announced that $WOOF will launch on the red chain 🔺. We all know AVAX’s success in GameFi, and we’ve seen the recent memecoin successes as well… The wolves sensed their prey at the perfect time and
$WOOF
+0.56%
🚨 MORNING BID 🚨 🔸 Bumble ( $BMBL): Q4 rev -4.4% YoY to $261.6M (est. $260.5M). Q1 guide: $242M-$248M (below $256.9M est.), follows weak MTCH outlook. 🔸 Canadian Tire: Selling Helly Hansen to Kontoor Brands ( $KTB) for C$1.28B ($901.2M). 🔸 IFF ( $IFF): Q4 adj. EPS $0.97 (est. $0.81), adj. EBITDA $471M (est. $458M) on $2.8B sales (est. $2.677B). FY guide: sales $10.6B-$10.9B (est. $11.158B), adj. EBITDA $2.0B-$2.15B (est. $2.213B). 🔸 La-Z-Boy ( $LZB): Q3 adj. EPS $0.68 (in-line), sales $522M (est. $516.54M). Q4 guide: sales $545M-$565M (est. $565.47M), adj. op margin 8.5%-9.5%. 🔸 Toll Brothers ( $TOL): Q1 EPS $1.75 (est. $2.04), revs $1.86B (est. $1.906B). Q2 guide: deliveries 2,500-2,700 units, avg. price $940K-$960K. FY deliveries 11,200-11,600, avg. price $945K-$965K. 🔸 TrueCar ( $TRUE): Q4 loss (-$0.07) vs. est. (-$0.02), revs $46.2M (est. $47.3M). Expects Q1 rev growth in high single digits, Q1 adj. EBITDA loss ~$5M, but strong Q2-Q4 outlook w/ growing OEM incentives. 🔸 Wolverine ( $WWW): Q4 adj. EPS $0.42 (in-line), revs $494.7M (est. $485.74M). Gross margin up on lower costs, inventory down 35.6% YoY to $241M. 🔸 Devon Energy ( $DVN): Q4 EPS $1.16 (est. $1.00), revs $4.4B (est. $4.25B). Q4 oil production 398K bpd. FY25 capex $3.8B-$4.0B (50% to Delaware Basin). FY25 prod. 805K-825K boe/d, Q1 oil 380K-386K bpd. 🔸 EQT Corp. ( $EQT): Q4 EPS $0.69 (est. $0.49), adj. EBITDA $1.41B (est. $1.2B), revs $1.62B (est. $1.77B). FY25 FCF $2.6B-$3.3B, net debt ~$7B. 🔸 Magnolia Oil & Gas ( $MGY): Q4 EPS $0.44 (est. $0.45), adj. EBITDA $235.8M (est. $230.1M), revs $326.6M (est. $325.2M). FY25 capex $460M-$490M, production +5-7%. 🔸 Matador ( $MTDR): Q4 EPS $1.83 (est. $1.75); raises div. 25% to $1.25 annually. Record oil production 99.8K bpd (+32% YoY). FY25 oil prod. 120K-124K boe/d, nat gas 492M-504M cf/d. 🔸 Occidental ( $OXY): Q4 EPS $0.80 (est. $0.70), revs $6.76B (est. $7.14B). Hikes div. 9% to $0.24/share. Q1 prod. 1.37M-1.41M boe/d, FY25 1.385M-1.445M boe/d. Focus on debt reduction. 🔸 Shift4 ( $FOUR): Acquiring Global Blue (GB) for $7.50/share (15% premium, ~$2.5B EV). Q4 EPS $1.35 (est. $1.14), revs $887M (est. $1.006B). FY25 adj. EBITDA guide: $830M-$855M (est. $864.2M). 🔸 Compass ( $COMP): Q4 loss (-$0.08) vs. est. (-$0.07), revs $1.38B (est. $1.32B). Q1 revs $1.35B-$1.475B (est. $1.34B), Q1 adj. EBITDA $11M-$25M. 🔸 CoStar ( $CSGP): Q4 EPS $0.15 (est. $0.23), revs $709M (est. $703M). FY rev +11% YoY, Q4 net income +13%, EBITDA +43%. Approved $500M stock buyback. 🔸 XP Inc. ( $XP): Q4 EPS $2.23 (est. $2.20), revs $4.49B (est. $4.45B). Adj. ROAE 23.4%, adj. ROTE 29.2%. 🔸 Halozyme ( $HALO): Q4 EPS $1.06 (est. $1.16), revs $298M (est. $288.2M). FY25 revs $1.15B-$1.225B (est. $1.188B), adj. EBITDA $755M-$805M (est. $772.4M), adj. EPS $4.95-$5.35 (est. $4.90). 🔸 Penumbra ( $PEN): Q4 EPS $0.97 (est. $0.90), revs $315.5M (est. $311.5M). FY25 revs $1.34B-$1.36B (est. $1.362B), gross margin +100bps, op margin 13%-14%. 🔸 Petco ( $WOOF): Announced three new execs to drive operational improvements, naming Sabrina Simmons as CFO. 🔸 Supernus ( $SUPN): Shares drop after SPN-820 Phase 2b trial for treatment-resistant depression failed to meet primary endpoint. 🔸 Celanese ( $CE): Q4 EPS $1.45 (est. $1.20), revs $2.4B (est. $2.36B). Q1 EPS guide $0.25-$0.50 (est. $1.65) due to non-recurring costs. Sees continued demand/pricing weakness in key markets. 🔸 Element Solutions ( $ESI): Q4 EPS $0.35 (in-line), revs $624.2M (est. $595.8M). 🔸 Flowserve ( $FLS): Q4 EPS $0.70 (est. $0.77), revs $1.18B (est. $1.21B) bookings $1.2B, adj. gross margin 32.8%. Guides FY sales +5-7% (est. +8.57%) EPS $3.10-$3.30 (est. $3.25). 🔸 Sonoco ( $SON): Q4 EPS $1.00 (est. $1.20), revs $1.36B (est. $1.67B). FY25 EPS $6.00-$6.20 (est. $6.40), adj. EBITDA $1.3B-$1.4B. 🔸 Arista Networks ( $ANET): Q4 adj. EPS $0.65 (est. $0.57), revs $1.93B (est. $1.904B) adj. gross margin 64.2%. Guides Q1 revs $1.93B-$1.97B (est. $1.907B) adj. gross margin ~63%, adj. op margin ~44%. 🔸 Cadence Design Systems ( $CDNS): Q4 adj. EPS $1.88 (est. $1.82), revs $1.356B (est. $1.35B). FY25 adj. EPS $6.65-$6.75 (below est. $6.82), revs $5.14B-$5.22B (est. $5.25B) Q4 op margin 46.0% (vs. 42.9% YoY). 🔸 MicroStrategy ( $MSTR): Offering $2B in convertible bonds due 2030 for general purposes, including Bitcoin acquisition. 🔸 Unisys ( $UIS): Q4 EPS $0.33 (est. $0.30), revs $545.4M (est. $550.93M) Sees 2025 rev growth 0.5%-2.5%, non-GAAP op margin 6.5%-8.5%. 🔸 NetEase ( $NTES): Fears of unloading all its overseas U.S. game holdings due to rising costs, coinciding with China’s retaliation to U.S. tariffs. 🔸 Waystar ( $WAY): Files to sell 18M shares of common stock.
$BMBL $KTB $IFF $LZB $TOL $TRUE
-0.07%
$WWW
-4.57%
$DVN $EQT $MGY $MTDR $OXY $FOUR
+1.09%
$COMP
+0.2%
$CSGP $XP
-0.18%
$HALO $PEN
+2.54%
$WOOF
+0.56%
$SUPN $CE $ESI $FLS
+17.77%
$SON
+1.95%
$ANET $CDNS $MSTR
-99.97%
$UIS $NTES $WAY
我觉得不贵哈。。因为我投了3000u。上线的时候只能卖50u。现在可以卖240u了。如果当时没有操作失误应该能卖1000u的。。。。 $not 团队的项目,推迟3个月listing,只上了bitget,不会这么割吧
$not
+7.36%
$WOOF
+0.56%
Meanwhile TON Cabal Degens.
$WOOF
+0.56%
$WOOF Listed on Bitget! Hold or Sell?
$WOOF
+0.56%
Airdrops on $TON in January! $BUILD Jan 9✅ $CATGOLD Jan 9✅ $CLAY Jan 16 $DUCK Jan 16 $WOOF Jan 17 $TAPS Jan23 $MDOGS Jan23 $WCOIN Jan 25
$TON
+1.49%
$BUILD
+0.06%
$CLAY
+18.77%
$DUCK
-19.49%
$WOOF
+0.56%
$TAPS
+3.04%
$MDOGS
-22.98%
Airdrops on $TON in January! $BUILD Jan 9✅ $CATGOLD Jan 9✅ $CLAY Jan 16 $DUCK Jan 16 $WOOF Jan 17 $TAPS Jan23 $MDOGS Jan23 $WCOIN Jan 25
$TON
+1.49%
$BUILD
+0.06%
$CLAY
+18.77%
$DUCK
-19.49%
$WOOF
+0.56%
$TAPS
+3.04%
$MDOGS
-22.98%
$WCOIN
Airdrops on $TON in January! $BUILD Jan 9✅ $CATGOLD Jan 9✅ $CLAY Jan 16 $DUCK Jan 16 $WOOF Jan 17 $TAPS Jan23 $MDOGS Jan23 $WCOIN Jan 25
$TON
+1.49%
$BUILD
+0.06%
$CLAY
+18.77%
$DUCK
-19.49%
$WOOF
+0.56%
$TAPS
+3.04%
$MDOGS
-22.98%
厌倦了那些(画饼)游戏?可以来试试 Wolf Fun,TON链上的全新 PvP 游戏。玩了几小时,体验感非常好。 TON福利: 1⃣ 每日签到:免费领 $TON、宝石、门票。 2⃣ 参与游戏:收益高达每日 36%(每轮3%),选为狼人直接翻倍! 3⃣ 邀请好友:好友玩得多,你赚得更多。 巨奖机制 • (狼王宝座)奖池:成功变狼人5次,独享奖池 50%。 • $WOOF 持币奖池:屯币多多,收益多多,轻松霸榜! 额外奖励 • 推荐奖励:最高直推返利 15%(USDT),狼人奖金分成 5%($WOOF)。 • 全球影响力奖池:个人和团队都能瓜分更多! 新手福利 注册并连接 TonKeeper 钱包,直接送 1 TON。 📍注册链接:https://t.co/EC2Tr1nJnJ 📍 注册后填写Google表单,领取TON:https://t.co/OCPuHPLnOl
$WOOF
+0.56%
Why $woof reversal will be epic
$woof
+0.56%
I've decided to stop promoting or endorsing any new projects moving forward. My goal has always been to help my community profit from projects I genuinely believed had significant potential for growth, ( I’ve never taken any payments for my calls). Unfortunately, some have exploited these recommendations to inflate their holdings at our expense by pumping and dumping. $Woof will be the final project I support this year. To all the talented developers out there, I wish you nothing but success. Many of you are doing incredible work.
$Woof
+0.56%
Here you go $woof
$woof
+0.56%
$WOOF at #BinanceBlockchainWeek 🔥 Last 45 mins for the pool to close 🚀 #BNB @pinkecosystem @binance @BNBChainDevs @BNBCHAIN #WOOF #presale
$WOOF
+0.56%
$woof at #BinanBlockchainWeek The last hour to get in
$woof
+0.56%
Gm folks! 🚀 Just grabbed a bag of $WOOF during presale. my conviction is sky-high on this one. Whatever @BenTodar touches turns to gold, and this one’s no different! 🐕💰 ⏰ Launching in just 3 hours, don't sleep on it, legends. Join tg #bsc $btc
$WOOF
+0.56%
5 hours to go only $woof
$woof
+0.56%
It’s live and trending #1 already Happy to launch $woof on @BNBCHAIN Meet us at #BinanceBlockchainWeek
$woof
+0.56%
前面90天活动wizz分发了85%的代币。21号快照会给这三个nft空投一部分代币。不过nft价格有点高了。这个nft,很多ton链大佬都在当头像
$WOOF
+0.56%
Which one is your favorite 🐹🐱🍅 ?
$HMSTR
+0.81%
$BLUM $MAJOR
-1.88%
$TOMATO $MEMEFI
-5.3%
$VATI $RBTC
-21.84%
$WOOF
+0.56%
$TAPS
+3.04%
明天就要打钱了 别忘了
$WOOF
+0.56%
$WOOF 与火宝同在❤️‍🔥❤️‍🔥❤️‍🔥
$WOOF
+0.56%
还有这么多人-。=意识不到这个文章的价值吗
$WOOF
+0.56%
一年也就几次这种机会
$WOOF
+0.56%
《一个比较确定,但是略微烧脑的百倍机会》 maid评语:not coin 通过早期推特关注人,基本在很早期就可以推断是ton官方做的,挖完就销毁上币,然后涨百倍。这是今年错过最简单的百倍机会。 现在一些证据表明lostdogs可能也是官方做的,并且大概率复制了not的操盘手法。走的是和not一模一样的套路42天挖完全部wolf代币后价格交给市场,如果你信我说的这一套玄学,那么加上一些智力博弈有理由期待一个非常大的机会。 项目地址:https://t.co/8IsA4KJgl1 基本规则与策略:8月1日开启,限时开放六周(42 天)时间游戏挖矿,时间到代币就挖完了,币价潜力很大。在这款游戏中,玩家需要合作与制定策略,以邀请新玩家加入并投票决定狗狗的行动,最终为它们找到新家。项目官推@LostDogsCo已被Ton官方关注。 !数学上来讲的必胜法!:猜牌没有必胜的方法,中等运气每天有1/3概率猜中选项。赢了赚 $NOT和 $WOOF代币,输了返回少量$NOT。 可以开三个号,通过平均投注法+氪金增加投注额的形式赚取更多 $WOOF 也可以多开非常多的个号,就白嫖每日免费获得 $WOOF和$not那几个任务。目前$not是可以完全白嫖,可以提走的。 我因为看好是一个百倍机会,所以会选择是每天白嫖的not全部复投bone,去赚woof。如果就是来撸毛的,你撸完提走就行了。 重要的特殊机制,坚持签到会让次日中奖后中奖收益会递增,因此产生最佳策略。最佳策略是每天只玩一点点币,在游戏发布时每天签到,理论上最后一天可以累计10倍投注收益,最后一天把资金梭哈进去,这一天中奖那个号获得的奖励至少是十倍的。如果你有三个号,在最后一天使用三个号各选一张卡,便可以保证一个号必中,这个号获得 $WOOF的变种ico价格将是别人的1/20(满签到额外10倍 x 金骨道具额外2倍),保底就赚20倍。看项目一定要屏蔽细枝末节的障眼法,认清变种ico核心逻辑。
$WOOF
+0.56%
Pssst… use your #BitgetWallet to play Lost Dogs right now 👀 probably nothing… @LostDogsCo #lostdogs $WOOF
$WOOF
+0.56%
福利来啦:4张WOOFer的NFT(直接空投) 关注转发此条推文👇3天天后开奖 @WoofSolana @Airdrop_leaf @CandyDAO_leaf @kalilkalilkai 这个NFT可质押赚取 $WOOF 代币,该项目是 Solana 上最早的狗币之一,自 2021 年 5 月以来一直在努力并且从未放弃 他们的官网:
$WOOF
+0.56%
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