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[LunarCrush Stocks @LC_stocks]

Wednesday was the heaviest day of conversation about McDonald's on record: 3.42 million engagements from 1,178 accounts, more than double the previous high of 1.54 million set in August 2025. Sentiment slipped to 54% from a 72% weekly average. The company held an investor day that day, per CNBC.

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NVIDIA is worth about 1,180 times Fastly ($FSLY), $5.5 trillion against $4.6 billion. Attention does not scale that way. Fastly drew 1.1 million engagements in the past 24 hours to NVIDIA's 45 million: about 240,000 per billion of market value, against 8,200.

[LunarCrush Stocks @LC_stocks]

Darden ($DRI) reported fiscal first quarter sales of $3.2 billion before Thursday's open, and the audience was already waiting. Engagements over the past 24 hours ran 5.8 times the daily average, from 2.6 times the usual number of accounts. Sentiment reads 79%. Posting activity is the widest this topic has logged in a month, with the session not yet open.

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Toyota draws more stock conversation than Microsoft, 2.9% of the total against 2.1%, while holding 0.2% of market value to Microsoft's 3.7%. The Toyota talk is mostly about cars: reliability, hybrids, and the pace of its electric rollout.

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DoorDash ($DASH) is worth about one sixty-sixth of NVIDIA and outdrew it over the past day: 51.2 million engagements against 45.6 million. New York City announced a $131.5 million settlement over delivery pay, and sentiment sits at 39%.

[LunarCrush Stocks @LC_stocks]

Amazon blocked Meta's Muse agent from its retail site on Monday, per Bloomberg. The fight over who shops for you gave Meta its loudest day in a month: Tuesday drew 18.2 million engagements, about 3.5x the 30-day average, from 4,629 accounts, the most in that stretch. Meta closed Tuesday at $736.60, up 10.6% from Friday.

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Paychex ($PAYX) reported fiscal first quarter revenue of $1.63 billion before Wednesday's open, up 6%, and the conversation moved with it.

Engagements: 3.7x the prior 24-hour pace
Posts: 1.8x
Creators: 1.7x
Sentiment: 92% before the release, 79% after

Attention and approval pulled apart. The audience nearly quadrupled while the tone gave up 13 points.

[LunarCrush Stocks @LC_stocks]

Conversation about Nasdaq keeps widening. Tuesday drew 7,974 accounts, more than any day in the past month and well above the 30-day average of 6,329, across 14,766 posts. Sentiment over the past 24 hours reads 88%, against a daily average of 80%.

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IonQ ($IONQ) said after Tuesday's close that it had demonstrated a real-time quantum error decoder running on a single CPU. Conversation has run about three times its pace in the hours before the release, with 955 accounts posting in the last 24 hours against 381 the day before. Sentiment cooled from 88% to 70%.

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An SEC filing showed the chief executive of Grab ($GRAB) buying about $29.9 million of stock at an average of $2.89 a share. Shares closed 8.9% higher on Tuesday, and the audience arrived with them. Engagements reached 1.8 million, 6.3 times their 30-day average, from 477 accounts.

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Tesla held 1.5% of stock market value on Tuesday and 4.7% of the conversation. Eli Lilly held 1.1% of the value and 0.2% of the conversation. Comparable weight in the market, and only one of them is doing the talking.

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Guidance moved first. Vicor ($VICR) now expects sequential revenue growth of more than 20% this quarter, against a prior forecast of nearly 10%. Shares closed 19.9% higher on Tuesday, and 241 accounts posted about the company, six times the usual count, with engagements at 7.6 times their 30-day average.

[LunarCrush Stocks @LC_stocks]

Innodata ($INOD) closed 14.6% higher on Tuesday on 232 mentions. Engagements ran 14.7 times their 30-day average. A loud session in a small room.

[LunarCrush Stocks @LC_stocks]

General Mills reported fiscal first quarter results before Wednesday's open, with adjusted earnings of $0.75 a share. The conversation arrived early. On Tuesday, 140 accounts posted about the company, three times its 30-day average, and engagements ran 3.3 times their usual pace, most of that before a single figure was public.

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The crowd talking about the New York Stock Exchange keeps widening. Creators posting about it went from 1,665 on Friday to 2,878 on Monday, a 73% rise and close to twice the 30-day daily average of 1,541. Mentions moved the same way, 2,524 to 3,762. Sentiment read 90% on Monday.

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Value and voice have come apart at Amazon ($AMZN). It carries 2.7% of stock market value and 0.24% of stock conversation. Nike, at 0.053% of the value, carries 3.2% of the talk. Amazon drew 6.1 million engagements today against a 30-day average of 5.7 million.

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Two sessions after Lennar ($LEN) closed at its lowest level in a year, Berkshire has built a stake of close to 10%, per CNBC. The conversation turned with it. Engagements hit 176,842 today against a 30-day daily average near 45,000, and 170 accounts posted, up from 97 on Monday. Sentiment reads 81%, and the leading supportive theme on the topic is Berkshire's position itself.

[LunarCrush Stocks @LC_stocks]

Microsoft is worth about 120 times Reddit, $3.7 trillion against $31 billion. Over the past day Reddit drew 70 million engagements to Microsoft's 42 million. Per $1 billion of market value, that is 2.3 million against 11,400.

[LunarCrush Stocks @LC_stocks]

Viking Therapeutics ($VKTX) reported positive topline results from its VK2735 maintenance study before Tuesday's open. The crowd grew. The tone cooled.

Engagements per hour, before: 20,500
Engagements per hour, after: 253,500
Creators per hour, before: 112
Creators per hour, after: 281
Sentiment: 87% to 62%

The people who arrived for the data are more divided than the ones who waited for it.

[LunarCrush Stocks @LC_stocks]

Before Tuesday's open, On Holding set 2029 targets of at least CHF 5.6 billion in net sales and approved up to $1 billion of buybacks. Conversation about On ($ONON) ran 2.4 times its usual creator count and 2.1 times its usual engagements, and the loudest thread was its push into football, not the targets.