@LC_stocks

Social Intelligence for Stocks Powered by @LunarCrush

 California, USA
Joined August 2019
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The conversation nearly doubled while the tone barely moved. SpaceX agreed to buy Grain Management's nationwide 800 MHz spectrum, valued by Reuters at about $8 billion, and AST SpaceMobile ($ASTS) drew 4.67 million engagements against a 2.65 million daily average, from 1,511 accounts, up 48%. Sentiment eased six points, to 77%.
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Victoria's Secret ($VSXY) holds $6.5 billion of market value against NVIDIA's $5.57 trillion. Over the past day it drew 25.2 million engagements to NVIDIA's 63.9 million. The talk is about an upcoming fashion show, not the shares.
Bar chart comparing Victoria's Secret and Nvidia: 25 million engagements against 64 million, market value of $6.5 billion against $5.6 trillion, and 3,885,447 engagements per $1 billion against 11,470.

ALT Bar chart comparing Victoria's Secret and Nvidia: 25 million engagements against 64 million, market value of $6.5 billion against $5.6 trillion, and 3,885,447 engagements per $1 billion against 11,470.

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Lumentum's chief executive told Bloomberg the company's optical components are booked out through early 2029 as AI data center orders stack up. Attention followed the comment rather than the tape. Hourly engagement has run about 1.7 times its pre-interview pace, mentions are 1.7 times the daily average, and creators are up by half.
Lumentum hourly engagement has run about 1.7 times its pre-interview pace, with mentions 1.7 times the daily average and creators up 50%.

ALT Lumentum hourly engagement has run about 1.7 times its pre-interview pace, with mentions 1.7 times the daily average and creators up 50%.

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A spectrum deal reset the conversation around the carriers. After SpaceX agreed to acquire a nationwide low-band portfolio, Verizon ($VZ) slipped 5.3% premarket, per Reuters. Accounts posting about it have risen 2.6 times since, hourly engagement has run three times its prior pace, and sentiment has dropped about 10 points, touching 59%.
Accounts posting about Verizon have risen 2.6 times since the SpaceX spectrum deal, hourly engagement has run 3.0 times its prior pace, and sentiment dropped about 10 points to a low of 59%.

ALT Accounts posting about Verizon have risen 2.6 times since the SpaceX spectrum deal, hourly engagement has run 3.0 times its prior pace, and sentiment dropped about 10 points to a low of 59%.

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Revenue grew. The crowd went the other way. Delta ($DAL) posted adjusted earnings of $1.72 a share before the open and guided December-quarter profit below it on fuel costs. Shares were off about 3.3% premarket, per Investing.com. Engagements since the release have run 3.4 times their overnight pace, the busiest hour at 4.2 times, and sentiment has fallen from an overnight average of 90 to 78 in the latest hour.
Delta engagements since its September-quarter release have run 3.4 times their overnight hourly pace, the busiest hour at 4.2 times, while sentiment fell from an overnight average of 90 to 78.

ALT Delta engagements since its September-quarter release have run 3.4 times their overnight hourly pace, the busiest hour at 4.2 times, while sentiment fell from an overnight average of 90 to 78.

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The ratings landed after Thursday's close, and Humana's audience came with them. The company said 95% of its Medicare Advantage members will sit in four-star-or-better plans for 2027, up from 20% this year. Engagements have since run about 21 times their pre-announcement pace, creators per hour have doubled, and sentiment sits at 91%.
Humana engagements have run about 21 times their pre-announcement hourly pace since the 2027 Medicare Advantage star ratings landed, with creators per hour up 2.0 times and sentiment at 91%.

ALT Humana engagements have run about 21 times their pre-announcement hourly pace since the 2027 Medicare Advantage star ratings landed, with creators per hour up 2.0 times and sentiment at 91%.

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Shopify and IBM carry the same 0.212% of tracked market value. The conversation splits differently. Shopify ($SHOP) pulled 27 million engagements in the same day IBM pulled 2.9 million, and its share of voice runs 3.5 times its market weight against IBM's 1.8.
Shopify drew 27 million engagements in 24 hours against IBM's 2.9 million, and Shopify's share of voice runs 3.5 times its market weight against 1.8 times for IBM.

ALT Shopify drew 27 million engagements in 24 hours against IBM's 2.9 million, and Shopify's share of voice runs 3.5 times its market weight against 1.8 times for IBM.

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Nebius ($NBIS) is worth $53 billion, under 1% of NVIDIA's $5.6 trillion. It still drew 5.5 million engagements in a day against NVIDIA's 63 million. Per billion dollars of market value that is 103,400 engagements to 11,400, nine times the attention.
Nebius drew 5.5 million engagements in 24 hours on a $53 billion market cap, NVIDIA 63 million on $5.6 trillion, which is 103,400 engagements per $1 billion for Nebius against 11,400 for NVIDIA.

ALT Nebius drew 5.5 million engagements in 24 hours on a $53 billion market cap, NVIDIA 63 million on $5.6 trillion, which is 103,400 engagements per $1 billion for Nebius against 11,400 for NVIDIA.

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Delta reports before tomorrow's open, and the audience arrived early. The airline ($DAL) drew 169,255 engagements over the past 24 hours against a 90,116 daily average. Creators came in at 323 versus a typical 163, and sentiment reads 92% against an 81% average.
Delta Air Lines drew 169,255 engagements in 24 hours against a 90,116 daily average, with 323 creators versus a daily average of 163 and sentiment at 92% versus a daily average of 81%.

ALT Delta Air Lines drew 169,255 engagements in 24 hours against a 90,116 daily average, with 323 creators versus a daily average of 163 and sentiment at 92% versus a daily average of 81%.

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Five of the most discussed US-listed companies today, by engagements: Alphabet 282.9M on 89,140 mentions Tesla 95.5M on 50,053 Toyota 88.6M on 26,389 Walmart 77.7M on 22,291 Coca-Cola 77.0M on 17,988 Alphabet comes close to the other four combined. Note what the board measures: outside Alphabet and Tesla, this is shoppers and drivers talking about products, which is how consumer brands can outdraw companies many times their size.
Table of the most discussed US-listed companies by 24-hour engagements: Alphabet 282.9M, Tesla 95.5M, Toyota 88.6M, Walmart 77.7M, Coca-Cola 77.0M.

ALT Table of the most discussed US-listed companies by 24-hour engagements: Alphabet 282.9M, Tesla 95.5M, Toyota 88.6M, Walmart 77.7M, Coca-Cola 77.0M.

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The Financial Times reported that Starbucks has explored a takeover of Chipotle, per Reuters. The crowd had been souring for a week: Chipotle's daily sentiment averaged 72% over the prior seven sessions, as low as 63% on Monday. Today it reads 85%, the highest since Sept. 30. Chipotle ($CMG) closed Wednesday at $30.77.
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Honda ($HMC) carries 0.7% of NVIDIA's market value, $42 billion against $5.7 trillion, and over the past 24 hours it drew nearly as much conversation: 59 million engagements to NVIDIA's 64 million. Honda's is car buyers, not investors.
Chart: Honda drew 59 million engagements over the past 24 hours against NVIDIA's 64 million, on a $42 billion market cap versus $5.7 trillion.

ALT Chart: Honda drew 59 million engagements over the past 24 hours against NVIDIA's 64 million, on a $42 billion market cap versus $5.7 trillion.

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Marvell raised its long-term revenue outlook at Tuesday's investor day, per Yahoo Finance, and two sessions later the conversation has not thinned. Creators posting about Marvell ($MRVL) ran 1,354 on Tuesday and 1,613 on Wednesday, 2.4 times the 659 daily average of the past month. Shares closed Monday at $271.25 and Tuesday at $287.01.
Chart: creators posting about Marvell ran 1,613 on Wednesday, 2.4 times the 659 daily average of the past month, with 1,354 on Tuesday's investor day.

ALT Chart: creators posting about Marvell ran 1,613 on Wednesday, 2.4 times the 659 daily average of the past month, with 1,354 on Tuesday's investor day.

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Conversation about Nasdaq is at its heaviest in a month. Mentions climbed from 14,550 on Monday to 18,910 Wednesday, and creators from 7,514 to 9,535. Sentiment ran the other way, 73% against 95% at the end of September.
Nasdaq mentions rose from 14,550 on Monday October 5 to 18,910 on Wednesday October 7, with creators up from 7,514 to 9,535.

ALT Nasdaq mentions rose from 14,550 on Monday October 5 to 18,910 on Wednesday October 7, with creators up from 7,514 to 9,535.

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TSMC posted record quarterly revenue of NT$1.49 trillion, up 51% from a year earlier, per Reuters. The attention had been building ahead of it: creators discussing $TSM number 3,469 over 24 hours against a 1,689 daily average, and engagements of 4.97M run 1.55x their norm. Sentiment sits at 80%.
TSMC engagements of 4.97 million run 1.55 times the daily average, with 3,469 creators against a 1,689 daily average and sentiment at 80 percent.

ALT TSMC engagements of 4.97 million run 1.55 times the daily average, with 3,469 creators against a 1,689 daily average and sentiment at 80 percent.

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Black Hills ($BKH) closed Wednesday at $75.84, up 7.2% from Tuesday, after committing $1.8 billion to power a planned Google data center in Cheyenne. Mentions that day: 270, from 226 creators.
Black Hills Corp closed Wednesday at $75.84, up 7.2 percent from Tuesday, on 270 mentions from 226 creators.

ALT Black Hills Corp closed Wednesday at $75.84, up 7.2 percent from Tuesday, on 270 mentions from 226 creators.

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Costco reported September net sales of $30.02 billion, up 13% on the year, and the conversation moved the other way. Across 12,542 mentions, sentiment on the company sits at 50% against a 77% daily average, and Wednesday's reading was 48%. The loudest critical theme is Costco's role in inflation.
Costco social sentiment at 50 percent against a 77 percent daily average, with Wednesday's daily reading at 48 percent, across 12,542 mentions.

ALT Costco social sentiment at 50 percent against a 77 percent daily average, with Wednesday's daily reading at 48 percent, across 12,542 mentions.

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Attention does not scale with market value. Alphabet is worth $4.2T against Crocs ($CROX) at $5.5B, and drew 250M engagements to Crocs' 26M. Per $1 billion of market value that is 4.7 million engagements for Crocs and 59,000 for Alphabet.
Bar chart comparing Crocs and Alphabet: 26M versus 250M engagements, $5.5B versus $4.2T market cap, and 4.7M versus 59K engagements per $1 billion of market value.

ALT Bar chart comparing Crocs and Alphabet: 26M versus 250M engagements, $5.5B versus $4.2T market cap, and 4.7M versus 59K engagements per $1 billion of market value.

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Uber outdraws NVIDIA on a sliver of the value: 98M engagements to 66M, on a $139B market cap against $5.8T. Uber holds 3.3% of all stock conversation, NVIDIA 2.2%. Sentiment on Uber is 42%, the lowest of the ten most engaged names.
Bar chart comparing Uber and Nvidia: 98M versus 66M engagements, $139B versus $5.8T market cap, and 3.3% versus 2.2% share of stock conversation.

ALT Bar chart comparing Uber and Nvidia: 98M versus 66M engagements, $139B versus $5.8T market cap, and 3.3% versus 2.2% share of stock conversation.

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Levi Strauss reported after Wednesday's close: adjusted earnings of $0.48 a share, and a full-year outlook raised to $1.54 to $1.56. The crowd got there first. Creators: 282, most in 30 days Versus 30-day average: 2.4x Mentions: 394, also a 30-day high Sentiment: 86% against 80% on the week Creators per day have more than doubled since late September, so the audience assembled before the print, not after it.
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