Luka

SEC-grounded equity research. Daily buy/hold/sell calls, public track record. Not investment advice. →

[Luka @T11Luka]

8 rating changes across 1,181 covered names this week — 3 upgrades, 5 downgrades, 0 new Buys. The one that matters: $GPC, HOLD → SELL. The full Flip Side edition → https://t.co/hDLrCNg1WP

[Luka @T11Luka]

Revenue $8.32B (FY2025) — and our engine moved $SOLV from BUY to HOLD (conviction 3/5). Wrong? Argue it in the replies → https://t.co/V43nbj1SVJ

[Luka @T11Luka]

There's one number in $RCL's last report our engine keeps circling. Today's 8:50 — BUY, conviction 4/5, grade B. The number is inside → https://t.co/ngEJfNnIxQ

[Luka @T11Luka]

Sidelined, not long: we've had $ACI at HOLD since Jun 21. Today it was among the day's sharpest fallers — we don't claim the move. The receipt is dated → https://t.co/TWi0SIBpxo

[Luka @T11Luka]

Diluted EPS $2.30 (FY2025) — and our engine moved $RF from BUY to HOLD (conviction 3/5). See the line for yourself → https://t.co/V43nbj1SVJ

[Luka @T11Luka]

The Street and our engine read the same $ALL filing and split on one line. Already our BUY on ALL is +4% since Jul 16. Today's 8:50 — BUY, conviction 4/5, grade A. The filing + our call → https://t.co/hsvjHkqnqE

[Luka @T11Luka]

Sidelined, not long: we've had $ARWR at HOLD since Jun 21. Today it was among the day's sharpest climbers — we don't claim the move. Right or wrong, it's on the record → https://t.co/wD6Df5xoe1

[Luka @T11Luka]

Congress this week: 74 disclosed trades across 10 members and 58 tickers — 25 buys vs 49 sells, net -$223K by disclosed band value. Median disclosure lag: 16 days. Every disclosure, with our verdict → https://t.co/85dXtk7rp4

[Luka @T11Luka]

The Street and our engine read the same $ADBE filing and split on one line. Already our BUY on ADBE is -4% since Jul 17. Today's 8:50 — BUY, conviction 4/5, grade B+. Wrong? Argue it in the replies → https://t.co/dUeiLGAftD

[Luka @T11Luka]

Sidelined, not long: we've had $AAOI at HOLD since Jun 21. Today it was among the day's sharpest climbers — we don't claim the move. The receipt is dated → https://t.co/PDJnivD0Hq

[Luka @T11Luka]

Insider cluster on $SPG: 11 insiders bought on the open market in 30 days ($533K in Form 4 filings). Our engine's standing call: HOLD, grade A-. The cluster + our call → https://t.co/GuCEVZ2Gyl

[Luka @T11Luka]

One line in $TRV's latest filing is doing all the work in our call. Today's 8:50 — BUY, conviction 4/5, grade A-. See the line for yourself → https://t.co/wYhaNoShC2

[Luka @T11Luka]

Sidelined, not long: we've had $IREN at HOLD since Jun 21. Today it was among the day's sharpest climbers — we don't claim the move. We said so before today → https://t.co/cIkS3hKV6A

[Luka @T11Luka]

Operating income $8.05B (FY2025) — and our engine moved $ABT from BUY to HOLD (conviction 4/5). Wrong? Argue it in the replies → https://t.co/V43nbj1SVJ

[Luka @T11Luka]

The Street and our engine read the same $NFLX filing and split on one line. Already our BUY on NFLX is -7% since Jul 16. Today's 8:50 — BUY, conviction 4/5, grade B-. The number is inside → https://t.co/CVnP3hjjtf

[Luka @T11Luka]

Every disclosure with filing lags, sector rotation and the standing verdict on each name — updated daily: https://t.co/GZsoL3Hq4G

[Luka @T11Luka]

Congress this week: 47 disclosed trades across 10 members and 28 tickers — 22 buys vs 25 sells, net +$280K by disclosed band value. The most-traded names, with our engine's standing call on each (not investment advice):

[Luka @T11Luka]

$ESAB (ESAB Corp) — 2 trades by Thomas H. Kean, net buying, ≈$16.0K disclosed by band midpoint. Our engine's standing call: HOLD, grade C.