Joined August 2022
- Tweets 4,570
- Following 377
- Followers 7,835
- Likes 7,505
3,151 Photos and videos
Jun 12
$ADBE Adobe Creative Cloud demand growth is decelerating.
YoY demand growth peaked at 65% in January, eased to 12% by April (-53pp), with a partial rebound to 17% in May.
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Jun 9
$NKE World Cup creatives gaining traction.
“Rip the Script” hit 68M YouTube views in four days, while TickerTrends flagged the Mercurial Vapor 17 / Superfly 11 launch as a potential DTC driver.
Soccer share is now 15.2% and still rising.
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Jun 8
$COCO Vita Coco is seeing a more competitive shelf.
Consumer Interest has been strong and accelerating for months, though the latest data shows some modest cooling.
We’ll be tracking the launch closely to see whether the new entrant creates category expansion or starts to pressure Vita Coco’s share of consumer mindshare.
x.com/Polymarket/status/2064…
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Jun 8
$XYZ Cash App has been able to re-ignite their social strategy through partnerships with iShowSpeed and the launch of the Cash App Wand
🪄 TADA.
The Cash App Wand is here. Tap it. Lock it. Style it.
Everything you love about your Cash App Card. Just a little more magical.
Order now. Link in bio.
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Jun 5
$OTLY Oatly ran a large advertising campaign with the rollout of their "matcha strawberry" product sku
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Jun 5
$MNST Monster Energy continues to out-perform on socials as seen in TickerTrends tracking
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Jun 4
Newly released: TickerTrends Catalyst Model
Monitors 800 global tickers for business-relevant anomalies, classifies the catalyst, and models expected KPI impact using TickerTrends alternative data signals.
Example: $214450.KQ Rejuran’s Sephora US launch.
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Jun 4
$GOOG Fitbit discussion continues to break out across fitness trackers.
Latest:
X: 38.1%, now #1
TikTok: 14.3%, 12.8pp YoY
Whoop and Oura losing share.
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Jun 4
Copilot friction is showing a broader AI infra shift.
Since late February, social discussion around token-based billing is up 18.8x, while usage-limit discussion is up 6.2x.
Compute subsidies are fading, token costs are becoming visible, and cost-efficient models matter more.
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May 27
$NBIS Nebius is scaling its global infrastructure footprint.
TickerTrends data now shows signals across 16 active DC regions globally, with new expansion clusters recently appearing in South Korea, Japan, Spain, Taiwan, and the Middle East.
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Jun 1
France likes $NBIS! Our data indicated the France rollout was going well.
x.com/EmmanuelMacron/status/…
Nebius choisit la France.
L’acteur du Cloud IA dévoile un projet de plus de 8 milliards d’euros d’investissement pour déployer des infrastructures et des services de cloud, avec une capacité cible de 240 MW, positionnant le site parmi les plus puissants du continent.
Bedankt!
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Jun 1
$FIVE We posted a note on the impact of the "squishy dumpling" trend on upcoming Five Below earnings
Preview here: blog.tickertrends.io/p/five-…
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May 27
$MOV Movado (affordable watches) 15% following growth in both direct-to-consumer and wholesale businesses citing strength in new offerings and young consumers
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May 27
$LULU weakness in OOTD continues to stand out.
Old Navy and Free People are gaining share in fashion content, while Lululemon and Adidas have been losing share over the last 1.5 years.
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May 26
$UHR There has been a lot of debate over whether the AP x Swatch collab would dilute Audemars Piguet’s brand.
Since the announcement, Royal Oak has gone from underperforming the broader watch market to outperforming by ~90bps.
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