TickerTrends 🔬
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Turning consumer behavior into alpha Inquiries: [email protected] Research: https://t.co/FZdL5MaQd3 Platform: https://t.co/4dWj3PD4H7
Dallas, Texas
Joined August 2022
$ELF $ULTA Comparison of Elf Cosmetics and Ulta Beauty discussion trends on ChatGPT ( we will be adding growth normalization option )
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$NFLX Searches for "cancel netflix" are approximately 6x higher than normal in the last few days. We will be watching the social following data closely to see if there will end up being any noticeable impact.
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$TTWO Borderlands 4 release surfaced on exploding trends We have a Borderlands Consumer Interest Tracker available on the KPI dashboard for $TTWO
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Apple Vision Pro felt like a prototype in search of direction. Meta Ray-Ban Display at $800 feels like a product just one generation away from mainstream ownership.
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The neural band could be a hit stand alone product to control all device (laptop, phone, etc)
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$META Market research in the TickerTrends office! Consensus: much better than anyone expected, (slight eye strain from screen) but neural band is a hit Typically seen as much more appealing alternative to Apple Watch!
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$RBLX | Core value comes from its creators, the more incentives to build games, items, and experiences, the more users get pulled in Currently tracking +41.2% YoY growth, with 10%+ acceleration vs last quarter
$RBLX | M Sci flags slowing US growth — but misattributes it to “back to school” rather than Roblox’s platform cleanup: stronger moderation, unrated game removals, and new age labels rollout Data without context is noise
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M Sci needs to license TickerTrends social analysis features!
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$RBLX | M Sci flags slowing US growth — but misattributes it to “back to school” rather than Roblox’s platform cleanup: stronger moderation, unrated game removals, and new age labels rollout Data without context is noise
$RBLX | M Science On Roblox (RBLX): ➤ Bookings Growth In The US Has Slowed From Recent Highs ➤ Expects Continued Slowing In US Growth ➤ September Bookings Growth Likely At Least 10 Points Decelerated From Q3 Average
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Traditional Google Search Trends are becoming less reliable due to AI-driven distortions. We’re building a new product to track real AI search trends. Stay tuned! 🔥 https://t.co/Wnh9HxXLYi
@leevalueroach AI has fully corrupted Google search data. Zero data integrity last couple months unfortunately
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📊 We are working on releasing the "Google Trends" of ChatGPT With coverage of millions of keywords and an estimate of discussion interest over time! (Examples below include delayed data)
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PolyMarket earnings odds were right 78.6% of the time: 11 of 14 resolved markets had the correct pre-ER direction
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Kalshi Prediction Market volume is far outpacing growth of their native user base Likely because $HOOD is driving a large portion of their recent growth rather than bets made natively through Kalshi's platform
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$META Dallas LensCrafters sold through 12 units almost instantly, with calls flooding in every few minutes and a wait-list initiated. At $800, the device appears under-priced relative to consumer demand -- early channel checks suggest scarcity and strong pull-through
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$BYRN We published the note available for free here!
blog.tickertrends.io
With consumer KPIs re-accelerating post-August, Byrna appears positioned for record holiday-quarter revenues despite muted market expectations
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$META Ray-Ban Meta Display glasses sold out at release across many stores citing insufficient supply -- Glasses are selling for a premium on secondary markets!
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$KODK Up +3.67% today The Charmera blind box is marked as a "Top Seller" sold out item on BH Photo
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$WOSG speculative market and rate cuts == flow to luxury watches
⌚️ $WOSG: Luxury watch demand may have reached an inflection point Former President Trump was recently spotted in the Rolex box at the US Open Secondary market watch prices appear to have bottomed for the first time in years, suggesting stabilization after a prolonged decline
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$RDDT Reddit user numbers in TickerTrends usage trackers never stopped getting worse and now AI referral traffic has seemingly vanished. The stock previously had been running up on the expectation of higher AI licensing deals but that assumption looks questionable now.
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