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@ALEXEIMARTOV Avatar @ALEXEIMARTOV Martin Bradstreet

Martin Bradstreet posts on X about $stz, $issc, $4755t, $9984t the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.

Engagements: XXXXX #

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Mentions: X #

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Followers: XXXXX #

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CreatorRank: XXXXXXX #

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Social Influence

Social category influence stocks XX% technology brands XX% finance XX% cryptocurrencies XX% social networks X%

Social topic influence $stz #4, $issc 25%, $4755t #60, $9984t #1, $goog #150, $7808t #1, $veon #1, business 15%, $intc #168, $dpz #7

Top accounts mentioned or mentioned by @atelicinvest @joinyellowbrick @ricardomatepin @rjccapital @buccocapital @mattzeitlin @theproinvest @capexandchill @duderichy @dropbox @amitisinvesting @sfsam @fqbarca @kevinespiritu @justquantcat @valuedrift

Top assets mentioned Constellation Brands, Inc. Class A (STZ) Innovative Solutions & Support (ISSC) Alphabet Inc Class A (GOOGL) Intel Corporation (INTC) Domino's Pizza Inc (DPZ) MercadoLibre Inc (MELI) Amazon.com, Inc. (AMZN) Taiwan Semiconductor (TSM) NovoCure Limited Ordinary Shares (NVCR) Genius Sports Limited (GENI) Magnite, Inc. Common Stock (MGNI) Dave Inc. (DAVE) Teva Pharmaceutical Industries Limited American Depositary Shares (TEVA) Energy Transfer, LP. (ET) UnitedHealth Group (UNH) Club Atletico Independiente Fan Token (CAI) Coupang, Inc. (CPNG) Sea Limited (SE)

Top Social Posts

Top posts by engagements in the last XX hours

"I wrote up the defense/aerospace systems integrator $ISSC on Substack. After a series of unusual and quite large financings I thought the time was now: ISSC has a solid and stable business taking on work other companies don't want but has grown its tentacles into seamingly every major player in the defense and aerospaces businesses. Exciting things are ahead. Disclosure: i am long. The substack is not a suggestion to buy $ISSC shares - you could lose all your money. Investing is risky. etc"
X Link 2025-10-20T15:29Z 4055 followers, 11K engagements

"dropped -X% on this print. bought a lot more. not financial advice. although this is a well diversified japanese company across e-commerce mobile internet banking and fintech there are real risks. it also requires a high level of 'tism to fully grok the financials"
X Link 2025-11-14T00:48Z 4055 followers, 4181 engagements

"None of this is financial advice on what to do if you hold $ISSC but here's my thinking: no i don't think anything changed. its just that i was down XX% and didn't see a major short term catalyst (i didn't when I bought the position either all the F16 backlog was frontloaded till EOY 2025 so I knew the big uptick will be next year). So I took the L with a plan to rebuy $ISSC at some point in the future. since I sold fyi the US reduced a XX% tariff on Switzerland to just XX% which has a real effect on PILATUS's earnings (which in turn affects $ISSC). not sure why it didn't go higher on this"
X Link 2025-11-16T00:06Z 4057 followers, XXX engagements

"I have X problem with concentration its just people throw out the baby with the bath water with these examples. Ive only seen Druck take a position over XX% once in XX years of 13fs And it was less than XX% I think. But he gets rolled out as an example of how and why you should go XXX% long quantum"
X Link 2025-12-08T16:21Z 4057 followers, XXX engagements

"I made a twitter post button on gtoport _ Here's my portfolio as of yesterday: 6/19/25 Portfolio Update Longs (129.5%) $9984.T XXX% $AMZN XXX% $NVCR XXX% $GOOG XXX% $NXSN XXX% $DAVE XXX% $7808.T XXX% $STZ XXX% $BATS XXX% $TEVA XXX% $4374.T XXX% $U XXX% $GENI XXX% $9468.T XXX% $MGNI XXX% $CADL XXX% $KSPI XXX% $VEON XXX% $ET XXX% Shorts (-34.4%) Cash 5.0%"
X Link 2025-06-20T16:19Z 4058 followers, 3079 engagements

"October XX portfolio: up XX% YTD. Longs (173.5%) $9984.T XXXX% $GOOG XXX% $UNH XXX% $STZ XXX% $ISSC XXX% $4755.T XXX% $VEON XXX% $INTC XXX% $TSM XXX% $7808.T XXX% Short positions (-79.0%) Most companies seem to have been beating on earnings so I have increased my net exposure a little (at XX% long now). Three of my picks have been underperforming: $STZ $VEON and $ISSC are all underperforming but long term i remain confident in all three. With $STZ as long as at least some stability remains in the business lower share prices are better as the company is fond of buybacks. The weak latino"
X Link 2025-10-28T17:03Z 4058 followers, 3355 engagements

"i feel ya i just would not look to people that invest money for moral takes. i know i personally don't care that Google works with the department of defense and an aerospace company i'm invested in $ISSC has taken over Honeywell's business on the F16 fighter jet. I'm with ya though this new way of gleefully talking about war like it is cool based or should be discussed like it is a sport is pretty offputting. but in theory i don't really have a problem with a company making software that makes it easier to 'coordinate assets in the theater of war' (seems very complicated with autonomous"
X Link 2025-11-04T19:41Z 4057 followers, XXX engagements

"Constellation Brands/ $STZ just filed an 8K noting a prospectus supplement for the resale of up to 21274829 Class A shares by named selling stockholders. STZ will not receive any proceeds from those sales" My guess is Berkshire ($BRK) is going to buy one of the Sands Brothers out (or half of each). The Sands brothers own a lot of the stock (a little over 20m shares worth about 2.6b each at $XXX. Robert used to be CEO). This sure looks like a cash out to me. Not only that I wouldn't be surprised if the large buy this morning was Weschler who I strongly believe intiated the position (see quote"
X Link 2025-11-08T07:12Z 4058 followers, 3256 engagements

"11/15/25 Portfolio Update For full portfolio: Top XX longs (165.6%) $4755.T XXXX% $GOOG XXXX% $DPZ XXX% $STZ XXX% $9984.T XXX% $MELI XXX% $VEON XXX% $7808.T XXX% $INTC XXX% $CAI XXX% Short positions (-69.6%) $IWMI -XXX% $ARM -XXX% $YMAX -XXX% $SDIV -XXX% $ULTY -XXX% $TNA -XXX% $9434.T -XXX% $IWMI -XXX% $ARM -XXX% $YMAX -XXX% $SDIV -XXX% $ULTY -XXX% $TNA -XXX% $9434 -XXX% $6098 -XXX% $PLTY -XXX% $ORCL -XXX% Cash XXX% last X weeks sucked. -Softbank reverted a little on OAI fears (though $ARM is back to $XXX the price when i originally put the long/short position on with $9984 at 8000 yen so it"
X Link 2025-11-15T22:35Z 4058 followers, 4625 engagements

"@The_Pro_Invest just to be clear the weights are as a % of net equity not gross. usually 5-6% is a very large position as a % of gross equity and 10%-12% would be the max for net equity. I answered re $ISSC in the other thread"
X Link 2025-11-16T00:08Z 4057 followers, XXX engagements

"@CapexAndChill let me know if u ever look at rakuten :) i own $MELI $CPNG $SE $AMZN too but rakuten is cheaper on a price/gross profit basis in ecom and has the inflecting earnings story for their mobile business. plus i think they are an AI winner going forward"
X Link 2025-12-06T08:42Z 4058 followers, XXX engagements

"Today's port: Nice to see $DPZ moving up a little bit. I've been enjoying their Pizza a little lately with the second child now here. No dishes = V Nice. Often pair with a michelada which i make using a non-alcoholic Corona. True $STZ baggy till death. At the end of the year its often good to just sell off losers but the big exception at least for me is that if they do lots of buybacks you keep those ones. If you have two positions you like equally at the end of the year and they are down equally but one issues shares for growth (or just to pay their employees with SBC) and the other is"
X Link 2025-12-03T08:45Z 4058 followers, 1082 engagements

"@Duderichy 100-137k usd@dropbox. i think between offshore and ai we might be looking at 200k base looking pretty good again at some point"
X Link 2025-12-10T04:36Z 4057 followers, 5680 engagements

"is relentlessly averaging down into value trap $STZ actually going to work or am I about to get rug pulled Going to be tight going into Christmas but i maintain faith in the enduring power of the michelada: Longs (174.3%) $GOOG XXXX% $4755.T XXXX% $STZ XXX% $DPZ XXX% $MELI XXX% $9984.T XXX% $INTC XXX% $VEON XXX% $7808.T XXX% $TSM XXX% Short positions (-75.2%) $IWMI -XXX% $ARM -XXX% $YMAX -XXX% $TNA -XXX% $SDIV -XXX% $ULTY -XXX% $9434.T -XXX% $IWMI -XXX% $ARM -XXX% $YMAX -XXX% Cash 1.0%"
X Link 2025-12-10T17:19Z 4057 followers, 1753 engagements