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@ASchulz888 Avatar @ASchulz888 Andreas Schulz

Andreas Schulz posts on X about byd, $byd, $ual, $lmnd the most. They currently have XXXXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.

Engagements: XXX #

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Mentions: XX #

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Followers: XXXXX #

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Social Influence #

Social category influence stocks XXXXX% finance XXXXX% automotive brands XXXXX% countries XXXX% cryptocurrencies XXXX%

Social topic influence byd 14.29%, $byd 14.29%, $ual 14.29%, $lmnd 9.52%, fanduel 9.52%, stocks 9.52%, $lvs 9.52%, vegas 9.52%, boyd gaming 9.52%, $dal XXXX%

Top accounts mentioned or mentioned by @joecarlsonshow @emiliogold @investingvisual @xjonnyc @solutionorganic @rohanpaul_ai @hotsalsa6 @opus_genesis @mufaso7 @danielseyde @orrdavid @emilio_gold

Top assets mentioned Boyd Gaming Corporation (BYD) United Airlines Holdings, Inc. (UAL) Lemonade, Inc. (LMND) Las Vegas Sands Corp. (LVS) DAOLaunch (DAL) American Airlines Group Inc (AAL) Southwest Airlines Co (LUV)

Top Social Posts #

Top posts by engagements in the last XX hours

"I like you am a big fan of $LMND. I have actually been trying to figure out the bear case myself. As you point out most bearish takes are quite shallow - some version of "they lose too much money today." The next level deeper I suppose is people questioning the assumptions on loss ratio and operating leverage it takes to get to the guidance. Some might be wondering if there could be a repeat of the post-IPO spike in loss ratios when they scale car. Listening to $LMND over the last couple of years suggests they are keen to avoid that and are being more careful and methodical so it seems right"
@ASchulz888 Avatar @ASchulz888 on X 2025-07-28 16:09:00 UTC 1057 followers, XXX engagements

"Alas the reality of the Fanduel stake sale was worse for $BYD than the initial reporting because it also involved a renegotiation of the market access agreement cutting $BYD's online EBITDA. However those downgrading $BYD now may regret it similarly to past downgrades because it ignores the use of proceeds. The deal instantly deleverages $BYD thus allowing them to continue to pursue both accretive capital projects and their successful share buyback. Without the Fanduel proceeds the company may have had to slow down while building their new project in Norfolk VA. Just run the numbers forward a"
@ASchulz888 Avatar @ASchulz888 on X 2025-07-12 00:24:19 UTC 1047 followers, XXX engagements

"By the way - this is not meant to be a post calling for imminent doom. There are still a number of good stocks available at reasonable valuations but you don't hear about them much"
@ASchulz888 Avatar @ASchulz888 on X 2025-07-23 05:40:56 UTC 1050 followers, XXX engagements

"Congratulations to $LVS on an unbelievable quarter at MBS in Singapore. Even management who have been steadfastly bullish on Singapore seemed in disbelief on the conference call. This success is well deserved. MBS has been a transformative asset for Singapore as a tourism destination and the company continues to invest to make it even better. Great job. It also bodes well for the $X billion investment in IR2. By the time IR2 opens in the early 2030's one can only day dream about how capacity constrained the existing MBS will look. Macau remains a work in progress but I appreciate management"
@ASchulz888 Avatar @ASchulz888 on X 2025-07-24 06:11:46 UTC 1051 followers, XXX engagements

"So after studying this paper a little more I don't think it is quite the singularity yet because the "sandbox" in which they played was fairly narrow. It still seems like an important result though not being a cutting edge AI researcher myself I admit I don't really know. And at the end of the paper there is a plausible roadmap for generalizing the idea. As an outsider one can only speculate what one of the large labs could do with this idea in a giant compute cluster when the results the authors generated with very limited compute already look impressive. Big picture the pace of continued"
@ASchulz888 Avatar @ASchulz888 on X 2025-07-28 07:18:26 UTC 1056 followers, XX engagements

"Congratulations to $BYD on another excellent quarter. Not only did they beat EBITDA expectations especially in Las Vegas Locals but they also put to rest any conspiracy theories about the use of proceeds from the Fanduel transaction. CEO Keith Smith made this as crystal clear as it can be: "This FanDuel transaction is not a precursor to another transaction." Instead the company raised its guidance for quarterly share buyback from $XXX mm to $XXX mm and continues to execute on their large pipeline of organic growth investments. I challenge anyone to name a better capital allocator than Boyd"
@ASchulz888 Avatar @ASchulz888 on X 2025-07-25 03:43:35 UTC 1047 followers, XXX engagements

"Wow. I almost passed out reading this. Can someone tell me why this isn't the singularity If this really works doesn't this say that AI is now on an exponential self improvement path Ironic - just when Zuck offered (reportedly) a billion dollars in comp to a single AI researcher. And this only took 20000 GPU hours"
@ASchulz888 Avatar @ASchulz888 on X 2025-07-27 03:38:37 UTC 1057 followers, 2081 engagements

"I am with you on this. I was skeptical earlier this year whether pricing and margins on AI semis would be sustainable as more chip architectures especially for inference become available. Then on April XX a friend emailed me this link: We discussed it and even though we both thought that there was a lot of uncertainty about the specifics bigger picture the story made a compelling case for the large labs to go "all in" and accelerate capex rather than slow down (the big story at the time were potential $MSFT datacenter project cancellations). This is exactly what happened since most notably at"
@ASchulz888 Avatar @ASchulz888 on X 2025-07-29 01:20:31 UTC 1056 followers, XXX engagements

"Turns out that (so far) the meme excesses unwound without much drama. X days in a row of hedge fund short portfolios recovering and meme excesses fading. Actually seems pretty healthy and resilient and not at all like a bubble top. If anything that feels bullish to me. And more middle innings than late innings perhaps"
@ASchulz888 Avatar @ASchulz888 on X 2025-07-26 03:02:30 UTC 1051 followers, XXX engagements

"The Korea trade could still be in its early innings. Sure the recent rally is impressive but zoom out on the chart and you see how depressed the market was at the start of it. Meanwhile Korea's new president is doing a great job and probably has the highest approval ratings of any leader of a major economy. And outside of the US and Greater China can you name a country with more leading companies with leverage to some of the current mega themes (AI defense .) Most Koreans have been so jaded by their own stock market that they prefer to buy coins or QQQ but if the trend continues that could"
@ASchulz888 Avatar @ASchulz888 on X 2025-07-27 01:56:04 UTC 1056 followers, 1128 engagements

"@xJonNYC Seems like the right move (and one you called) but even with it $AAL has a long way to go to catch $UAL and $DAL in NYC"
@ASchulz888 Avatar @ASchulz888 on X 2025-07-26 03:08:38 UTC 1047 followers, XXX engagements

"Seems I was right to worry about $LUV. A big cut in guidance but even the new guidance assumes an improvement in demand. Meanwhile $UAL is up 2%+ today"
@ASchulz888 Avatar @ASchulz888 on X 2025-07-24 14:02:24 UTC 1057 followers, XXX engagements

"There have been a lot of stock market acronyms lately so here is mine. Seems my current favorite stocks spell BULL: $BYD Boyd Gaming $UAL United Airlines $LVS Las Vegas Sands $LMND Lemonade"
@ASchulz888 Avatar @ASchulz888 on X 2025-07-24 14:04:59 UTC 1057 followers, XXX engagements