Category Archives: Most Tweeted Stocks

Camping World Holding – Gambiste rates $CWH AAA (08/05/2020)

Camping World is now rated AAA in the Long term rating of Gambiste. For the first time Camping World ($CWH) is top rated on gambiste. The AAA rating is the best rating on gambiste.com

Gambiste rates stocks based on the volume and the quality of their tweets in Twitter. The platform has complex algorithms to evaluate the quality of these tweets to identify the most tweeted stocks in Twitter. Gambiste publishes every day two types of rating: the long term rating and the daily most tweeted stocks.

Since today, Camping World is at the top of the Long term Gambiste rating. This means that a lot of Investors are now speaking about Camping World.

Camping World Holdings, Inc. is an American corporation specializing in selling recreational vehicles (RVs), recreational vehicle parts, and recreational vehicle service. They also sell supplies for camping. Camping World became a listed company in 2016. It raised at the time 251 millions in an IPO. CWH offers an extensive assortment of RVs, RV and camping gear, RV maintenance and repair, other outdoor and active sports products, and the industry’s broadest and deepest range of services, protection plans, products and resources. Camping World is indeed the leader in the camping space in the US.

Camping World is quoted on the NYSE. The close price last Friday 08/05 is 14.00$ for a market capitalization of 1.2 billion. The 52 range is 3.40 – 16.97. The lowest price is recent. The stock declined at the beginning of the COVID-19 crisis. Investors had an opportunity to buy some shares of $CWH at a big discount. However it seems that the camping sector is a winner in the new coronavirus era. The American are reassessing their options for the summer. You need to find some fun holidays where you go away and remain isolated with the family. Camping in a recreational vehicle seems to be like a great option in the Coronavirus era.

Last week, Camping World Holdings Inc. reported first-quarter revenue decreased 3.5 percent to $1.03 billion primarily as a result of the company’s strategic shift in 2019 and the impact of the COVID-19 pandemic. That crushed Wall Street’s expectations by $53.5 million. The stock jumped 29% intraday.

Marcus Lemonis, chairman and CEO of Camping World Holdings, said, “Overall, we are pleased with our first-quarter results, especially considering the impact of the pandemic at the end of the quarter. With our current expense structure, positioning of our inventory and what we consider to be sufficient liquidity and working capital, we believe we are well-positioned to take advantage of the positive trends we are seeing in our business and to grow market share.

The gambiste rating is not at investment advice. This rating helps you identify the hottest stock on twitter.com with specifics algorithms.

Personally, I would think about investing into the stock. I think that the RVs sector can be a place to be in the Coronavirus era. Guns could be also interesting, I saw that Ruger was recently doing well and Camping World has a certain exposure to the gun business. My main hesitation is CSR & ESG ratings regarding camping world. I want to invest in businesses with positive impact on the society. They are easier to hold long term because you are less expose to controversies. Secondly, it could be too late. The stock already jumped. I am a directional guy so I am not too worry about this. I think that the trend is very important. Something may have started with $CWH.

What’s your take on Camping World ?


MacroGenics – Gambiste rates $MGNX AAA (08/05/2020)

MacroGenics is now rated AAA in the Long term rating of Gambiste. For the first time MacroGenics ($MGNX) is top rated on gambiste. The AAA rating is the best rating on gambiste.com

Gambiste rates stocks based on the volume and the quality of their tweets in Twitter. The platform has complex algorithms to evaluate the quality of these tweets to identify the most tweeted stocks in Twitter. Gambiste publishes every day two types of rating: the long term rating and the daily most tweeted stocks.

Back to MacroGenics, MGNX is a clinical-stage biopharmaceutical company. It is focused on discovering and developing innovative monoclonal antibody-based therapeutics for the treatment of cancer.  The company generates its pipeline based on two proprietary next-generation antibody-based platforms.

MacroGenics was quoted 20.34$ the 08/05/2020. The market capitalization of the stock was a little below 1 billion. The 52 week range was 4.04$ to 27.34$. The 1 year target was 15.44$.

MacroGenics published last Wednesday (06/05/2020) some early data on 3 trials at the #ASCO20. The tiny glimpse looked promising and this resulted in a +250% run up for MacroGenics. MGNX did a big jump and it was accompanied by a lot of tweets. It explains the new rating of MacroGenics in Gambiste.com. The biotech is now one of the best rated stock on the platform. This stock is now hot again, it will have to confirm these signals in the near future.

The gambiste rating is not at investment advice. This rating helps you identify the hottest stock on twitter.com with specifics algorithms. That’s sure that Macrogenics is now back into the game. This is definitely a hot stock. Bravo to the brave investors who buoyed the stock at the beginning of may 2020. Is the stock now overpriced ?

Gambiste rates company with a market capitalization superior to 1B$ in its long term rating.

The Most Tweeted Coronavirus Stocks (with positive momentum)

We have worked on a new rating, a Most Tweeted Coronavirus Stocks rating. Its retrieves the most tweeted stocks in relation to the Coronavirus. As you know, we retrieve everyday thousands of tweets on stocks with Gambiste. Hence in the scope of the Coronavirus crisis, I have tailored our ratings to produce a sub rating, a rating focused on COVID-19. The idea is to retrieve the top stocks with the most tweets on Coronavirus. The algorithm takes into account the tweets since 30 days to create the Most Tweeted Coronavirus Stocks.

How we identify a tweet on Coronavirus ?

First of all, a tweet on Coronavirus is identified as a tweet which as at least one of the following word: #COVID19,COVID19, COVID-19, Coronavirus. If you see other words to be included, please add them in the comment sections and we will take them into account. I produce a score at tweet level and I aggregate everything at stock level at the end of the process. Similarly, we produce the Gambiste rating that you can find on our front-page.

What is the hedge of Gambiste vs standard Journalism

Most noteworthy, I use the full power of Gambiste analytics built over the years to remove all the spams and spammers. Finally, the score of the Gambiste Coronavirus rating is market capitalization weighted. To illustrate, we can compare Apple and Novavax on a the same footing by using their market capitalization. As a result, I think that you will find below the best rating you can find. Unlike the others, we produce something that is not based on an intuition but on facts.

The stocks the most tweeted in relation to Coronavirus

RankSymbolNameScore
1$NVAXNovavax, Inc. – Common Stock103497
2$TBIOTranslate Bio, Inc. – Common Stock995732
3$INSWInternational Seaways, Inc. Common Stock1305753
4$RADRite Aid Corporation Common Stock1864064
5$TDOCTeladoc Health, Inc. Common Stock2034511
6$QGENQiagen N.V. Common Shares2552147
7$TNKTeekay Tankers Ltd.2783492
8$ZMZoom Video Communications, Inc. – Class A Common S…2945768
9$REGNRegeneron Pharmaceuticals, Inc. – Common Stock3018420

Logically, we find few groups of stocks in it. First of all, we have the biotechs and the pharmaceuticals. As a matter of the fact, they are involved in the development of vaccines ($NVAX, $TBIO), treatments ($REGN) and tests ($QGEN) or the distribution of pharmaceutical products ($RAD). Uniquely Teladoc Health does the perfect bridge between healthcare and remote working. Teladoc ($TDOC) is the leader in telemedicine worldwide. In reality, the whole sector of remote working is hot. $ZM Zoom Video seems to be the leader in this sector. They had a pretty good run up to now. Zoom Video is currently the way to go to organize a video conference. Finally, we find some tankers: $INSW and $TNK. There is a lot of oil to store out of there and the tankers seem the way to go. They even speak of free oil on TV.

Some tweets on the top 3 :

1 – Novavax

2 – Translate Bio

3 – International Seaways

Our tools to follow the volume of tweets on stocks

3 types of free services

I have developed over the time 3 types of service to better follow stocks on twitter. I made this for my own requirements. It’s really hard to have an overview on what’s moving on Twitter. Twitter has developed the #explore functionnality but if you use the twitter api, you can have easily a better grasp on what is moving, changing in real time.

Know what is moving where ever your are

My main goal with Gambiste, it’s discovering new investment ideas. Gambiste provides new ideas to me that I then analyse before incorporating them in my portfolio. You can’t rely only on Gambiste but it lets you discover what is moving, stocks like Tesla, Beyond Meat, Virging Galatic. They all have been rated AAA on gambiste before returning values to their shareholders.

The range of tools in details:

  1. A free tweet bot. Joe Gambiste lets you follow the tweet on hot stocks. This is an unbiased hedge on the market. Our tweet bots retweets the best tweets that our algorithms retrieve. This is also showing the Gambite core system, our special sauce. Gambiste retrieves tweets, it processes them with proprietary machine learning algorithms and show only the best of them. We had good traction on this tweet bot with lot of followers.
  2. A daily rating for micro, small, mid and big caps. This rating is available on our corporate twitter account. The aim of the daily rating is to show the most active stocks during the day (or during a trading session). With the daily rating, you can directly understand which stocks are moving today. This is a good rating for short term traders.
  3. The Gambiste long term rating is our best bread. The Gambiste long term rating is available on the main page of Gambiste.com. This is a rating that take into account the volume of qualified tweets on a rolling period of 3 months. The long term rating and the daily rating are market cap weighted. The market capitalization lets us compare stocks on an equal footing.

Ultra filtered

Most importantly, Gambiste is ultra filtered. That is to say, Gambiste retrieves a lot of tweets every minutes hence the stength of Gambiste comes from is filtering capabilities. It removed the sounds from the message. For instance, we filter out tweets on cryptos. It was a challenge when we started in 2015 as cryptos were booming. We like cryptos but our service focuses on US stocks. We have also a range of services which filters stocks, twitter users, twitter messages.