@LC_stocks

Social Intelligence for Stocks Powered by @LunarCrush

 California, USA
lunarcrush.com/en/categories/stocks
Joined August 2019
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  • Followers5.1K
171Media
IREN drew more than twice its usual mentions on Friday, 7,975 against a 3,380 daily average, with 2,823 creators posting, near double the normal count. Engagements ran only 1.3x average, so the increase came from more people rather than larger posts. Sentiment sits at 77%. The supportive side of the conversation still argues fundamentals, while critics have moved onto contract valuation and dilution.
IREN mentions 7,975 on Oct 16, 2026 against a 3,380 daily average, 2,823 creators versus a 1,487 average, engagements 1.3x average, sentiment 77%, three points under average.

ALT IREN mentions 7,975 on Oct 16, 2026 against a 3,380 daily average, 2,823 creators versus a 1,487 average, engagements 1.3x average, sentiment 77%, three points under average.

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KFC will pour Coca-Cola in US restaurants from 2027, ending a Pepsi arrangement dating to the 1980s, per CNBC and Bloomberg. The conversation split the way the deal did. Conversation sentiment around PepsiCo ($PEP) sat at 82%, eight points below its seven day average. Coca-Cola ($KO) drew 20,954 mentions from 17,552 creators, up 14%.
PepsiCo conversation sentiment at 82%, eight points below its seven day average, after KFC's 2027 switch to Coca-Cola. Coca-Cola drew 20,954 mentions from 17,552 creators, up 14%.

ALT PepsiCo conversation sentiment at 82%, eight points below its seven day average, after KFC's 2027 switch to Coca-Cola. Coca-Cola drew 20,954 mentions from 17,552 creators, up 14%.

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The Nasdaq closed down 2.14% and the S&P technology sector shed more than 3%, per TheStreet. Nebius drew a crowd on the way down. Engagements: 7.8M, 1.8x average Mentions: 7,591, against a 3,252 average Creators: 3,173, twice the usual Sentiment: 79%, three points under average Social dominance: 0.65%, double its norm Mentions grew faster than engagements, the shape of a widening argument, not an abandoned one.
Nebius social reaction on Oct 16, 2026: engagements 1.8x daily average at 7.8M, mentions 7,591 against a 3,252 average, 3,173 creators or twice usual, sentiment 79%, three points under average.

ALT Nebius social reaction on Oct 16, 2026: engagements 1.8x daily average at 7.8M, mentions 7,591 against a 3,252 average, 3,173 creators or twice usual, sentiment 79%, three points under average.

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Only 129 accounts, and yet it counts as a surge. M&T Bank ($MTB) posted third-quarter net income of $775 million, down 2% from a year earlier, and engagements ran 9.3x the bank's daily average with creators at 4.8x. Those multiples come off a very small base. Sentiment sits at 77%, five points below its weekly average.
Chart: engagements about M&T Bank ran 9.3 times its daily average and creators 4.8 times, on 129 accounts in 24 hours, with sentiment at 77%.

ALT Chart: engagements about M&T Bank ran 9.3 times its daily average and creators 4.8 times, on 129 accounts in 24 hours, with sentiment at 77%.

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CoreWeave ($CRWV) drew 26.1 million engagements on Thursday, the largest single day in its recorded history and 8.3 times its 30-day average. The previous high, 19.9 million, dates to August. Creators reached 6,172, also a record. Shares closed Thursday at $69.69 against $81.58 a week earlier.
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Five companies, and the number of separate accounts that posted about each in the last 24 hours. Creators, not posts: one account counts once however often it writes. Tesla 75,400 Alphabet 65,444 SpaceX 35,994 Spotify 34,412 Uber 31,157 Two of the five answer to the same chief executive. Between them, Tesla and SpaceX account for 111,394 of the creators on this list.
Table of unique accounts posting about each company in 24 hours: Tesla 75,400, Alphabet 65,444, SpaceX 35,994, Spotify 34,412, Uber 31,157.

ALT Table of unique accounts posting about each company in 24 hours: Tesla 75,400, Alphabet 65,444, SpaceX 35,994, Spotify 34,412, Uber 31,157.

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Truist ($TFC) reported before Friday's open, and the room both widened and cooled. Engagements have run about 17,000 an hour since the release against roughly 4,300 overnight, four times the pace, with creators up 2.4x. Sentiment is the sharper read: it sat between 94% and 95% through the night, then fell to 76% by late morning, a 19 point slide while the audience was still growing.
Chart: engagements about Truist ran roughly 17,000 an hour after its report against 4,300 overnight, four times the pace, creators 2.4x, sentiment falling from 95% overnight to 76% by late morning.

ALT Chart: engagements about Truist ran roughly 17,000 an hour after its report against 4,300 overnight, four times the pace, creators 2.4x, sentiment falling from 95% overnight to 76% by late morning.

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Engagements on Tesla ($TSLA) ran 4.6x their daily average in the 24 hours after it unveiled the next-generation Roadster, thrusters and all, with production slated for 2028, per CNBC. Creators ran 2.4x. What did not move was sentiment: 70%, against a 71% daily average.
Tesla engagements ran 4.6x their daily average in the 24 hours after the Roadster unveiling, creators 2.4x and mentions 2.0x, while sentiment held at 70% against a 71% daily average. A line chart shows hourly engagements rising from about 7 million to a 79 million peak.

ALT Tesla engagements ran 4.6x their daily average in the 24 hours after the Roadster unveiling, creators 2.4x and mentions 2.0x, while sentiment held at 70% against a 71% daily average. A line chart shows hourly engagements rising from about 7 million to a 79 million peak.

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Core income of $9.18 a share and a combined ratio of 86.8%: that was Travelers before the bell. The crowd followed. 123 creators mentioned the insurer in the past 24 hours, against 54 in the 24 before, and mentions are running 3.4x their daily average.
Travelers mentions ran 3.4x their daily average in the 24 hours after its third quarter report, with 123 creators mentioning the insurer against 54 in the prior 24 hours, 3.8x its daily average.

ALT Travelers mentions ran 3.4x their daily average in the 24 hours after its third quarter report, with 123 creators mentioning the insurer against 54 in the prior 24 hours, 3.8x its daily average.

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Proofpoint is buying Varonis for $6.3 billion in cash, and the conversation arrived with the announcement. Varonis ($VRNS) mentions ran 5.2x their daily average over the following 24 hours and creators 4.5x, while sentiment climbed 21 points to 95%.
Varonis mentions ran 5.2x their daily average in the 24 hours after the acquisition was announced, creators 4.5x, and sentiment reached 95%, 21 points above its daily average. A line chart shows hourly engagements jumping from about 200 an hour to 16,000.

ALT Varonis mentions ran 5.2x their daily average in the 24 hours after the acquisition was announced, creators 4.5x, and sentiment reached 95%, 21 points above its daily average. A line chart shows hourly engagements jumping from about 200 an hour to 16,000.

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The five most discussed listed companies of the past 24 hours, by engagements, and the number of accounts behind each. Alphabet: 228.8M, 67,788 creators Tesla: 176.5M, 29,847 Spotify: 163.6M, 35,105 Coca-Cola: 122.1M, 17,505 Toyota: 91.3M, 18,632 Most of this is people talking about products rather than investors talking about shares, which is why the board looks nothing like a list of the session's movers.
Most discussed listed companies over the past 24 hours by engagements: Alphabet 228.8M from 67,788 creators, Tesla 176.5M from 29,847, Spotify 163.6M from 35,105, Coca-Cola 122.1M from 17,505, Toyota Motor 91.3M from 18,632.

ALT Most discussed listed companies over the past 24 hours by engagements: Alphabet 228.8M from 67,788 creators, Tesla 176.5M from 29,847, Spotify 163.6M from 35,105, Coca-Cola 122.1M from 17,505, Toyota Motor 91.3M from 18,632.

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Interactive Brokers ($IBKR) reported after the close, raising its quarterly dividend to $0.15 a share on diluted EPS of $0.69. The room filled inside the hour. Engagements, first hour: 54,775 Prior 24 hours, hourly average: 7,199 Mentions that hour: 240 against 136 Creators: 157 against 109 Sentiment: 86%, from 89% the hour before Attention arrived faster than agreement. The crowd grew and the tone cooled with it.
Interactive Brokers drew 54,775 engagements in the first hour after its Oct 15 results, 7.6x the prior 24 hours' hourly average of 7,199, with 240 mentions against an average of 136 and sentiment at 86% from 89% the hour before.

ALT Interactive Brokers drew 54,775 engagements in the first hour after its Oct 15 results, 7.6x the prior 24 hours' hourly average of 7,199, with 240 mentions against an average of 136 and sentiment at 86% from 89% the hour before.

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Two companies report after tonight's close, and the attention is lopsided. Interactive Brokers ($IBKR) has drawn 338 mentions from 220 accounts today, against 107 and 92 for J.B. Hunt. Both are running well above their own daily averages going in.
Table of after-close reporters by social activity today: Interactive Brokers 338 mentions and 220 creators, J.B. Hunt 107 mentions and 92 creators.

ALT Table of after-close reporters by social activity today: Interactive Brokers 338 mentions and 220 creators, J.B. Hunt 107 mentions and 92 creators.

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Records in the release, a cooler room around it. Charles Schwab ($SCHW) posted revenue of $7.17 billion and core net new assets of $190.4 billion before the open. Engagements, first three hours: 87,372 an hour Prior day, hourly average: 19,054 Peak hour: 107,020 Creators today: 629, above any complete day of the month Sentiment: 82%, four points under the weekly average The peak hour came and went before the bell.
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The conversation about Nasdaq, exchange and index together, is wider today than on any complete day of the past month: 9,894 accounts against a 30-day average of 7,388. The tone went the other way, 71% against an 82% average.
Conversation about Nasdaq today compared with its 30-day average: 9,894 creators against 7,388, and sentiment of 71% against 82%.

ALT Conversation about Nasdaq today compared with its 30-day average: 9,894 creators against 7,388, and sentiment of 71% against 82%.

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Wholesale prices rose 6.3% on the year in September, the biggest annual gain since 2022, per CNBC. The reaction landed in the broad market proxies, not in any one name. S&P 500 ETF engagements, peak hour: 489,904 Prior day, hourly average: 226,664 Nasdaq-100 ETF, peak hour: 421,909 Prior day, hourly average: 239,768 Sentiment on both: 66%, down two to three points Talk doubled. Tone moved by a rounding error.
Table of social reaction after the September PPI report: SPY peak hour 489,904 engagements against a prior-day average of 226,664, QQQ 421,909 against 239,768, sentiment 66% on both.

ALT Table of social reaction after the September PPI report: SPY peak hour 489,904 engagements against a prior-day average of 226,664, QQQ 421,909 against 239,768, sentiment 66% on both.

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Seventy-one accounts. That is the audience for a $16.3 billion take-private. Penske Automotive ($PAG) agreed to be bought by Penske Corporation and Mitsui at $212 a share. The conversation reached 83 mentions and 26,289 engagements over 24 hours, fifteen times its daily average and still a rounding error beside the day's larger stories.
Penske Automotive social reaction: 26,289 engagements over 24 hours, 15.0 times the daily average, from 83 mentions and 71 creators, with hourly engagements peaking after the take-private news.

ALT Penske Automotive social reaction: 26,289 engagements over 24 hours, 15.0 times the daily average, from 83 mentions and 71 creators, with hourly engagements peaking after the take-private news.

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Bloom Energy's stock has fallen for most of a week. The conversation around it has gone the other way. Close, Wednesday: $239.34 Five-session change: -12.3% Sentiment, Wednesday: 92% Seven-day average: 80% Engagements, 24 hours: 2.9 million, twice the daily average Nearly half the supportive conversation is about data-center power demand rather than the share price, which is why the two lines have separated. The narrower critical share asks how much AI demand Bloom's products capture.
Chart: Bloom Energy closed at $239.34 on Wednesday, down from $272.82 five sessions earlier, while daily sentiment rose from 81% to 92% against an 80% seven-day average.

ALT Chart: Bloom Energy closed at $239.34 on Wednesday, down from $272.82 five sessions earlier, while daily sentiment rose from 81% to 92% against an 80% seven-day average.

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TSMC ($TSM) reported revenue up 41.2% to $46.72 billion, and the conversation moved before the US open. Engagements since the release: 4.7x the prior day's hourly pace Mentions, 24 hours: 7,782, three times the daily average Creators: 4,993, up 58% from the day before Sentiment: 83%, three points above the weekly average The audience quadrupled. The tone moved three points. Attention is not the same as agreement.
Chart: TSMC engagements since its third-quarter release ran 4.7 times the prior day's hourly pace, on 7,782 mentions over 24 hours, three times the daily average, 4,993 creators, up 58%, and sentiment of 83% against an 80% weekly average.

ALT Chart: TSMC engagements since its third-quarter release ran 4.7 times the prior day's hourly pace, on 7,782 mentions over 24 hours, three times the daily average, 4,993 creators, up 58%, and sentiment of 83% against an 80% weekly average.

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Rocket Lab ($RKLB) pushed Neutron's first flight into 2027, per Reuters, and the audience more than doubled. Creators mentioning the company reached 518, up 129% from the day before, on 1.3 million engagements, 1.9 times its daily average. Sentiment held at 85%, barely off its weekly mark. The delay moved the crowd, not its mood.
Chart: Rocket Lab drew 1.9 times its daily average engagements over 24 hours after Neutron's first flight slipped to 2027, with 518 creators, up 129% from 226, 1,230 mentions and sentiment of 85% against an 86% weekly average.

ALT Chart: Rocket Lab drew 1.9 times its daily average engagements over 24 hours after Neutron's first flight slipped to 2027, with 518 creators, up 129% from 226, 1,230 mentions and sentiment of 85% against an 86% weekly average.

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