[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@ActAccordingly Avatar @ActAccordingly PAA Research

PAA Research posts on X about $zg, $rkt, $goog, $vfc the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.

Engagements: XXXXX #

Engagements Line Chart

Mentions: XX #

Mentions Line Chart

Followers: XXXXXX #

Followers Line Chart

CreatorRank: XXXXXXXXX #

CreatorRank Line Chart

Social Influence #

Social category influence stocks XXXX% finance XXXX% cryptocurrencies XXXX% technology brands XXX% currencies XXX%

Social topic influence $zg #3, $rkt #51, $goog #186, $vfc 1.2%, $csgp #16, $gnrc #18, has been 1.2%, $iac 0.6%, over the 0.6%, acquisition XXX%

Top accounts mentioned or mentioned by @cedarreseach @tzero @hiddenpivots @joseywalespace @alderlaneeggs @thelepsgold777 @realsteveeisman @fletchffletch82 @cedarstresearch @tassatgroup @blondesnmoney @lynqnetwork @machinistimprov @jeffmacke @theallinpod @herbgreenberg @ironic_ape @readytogo1231 @dj_ebitda @buccocapital

Top assets mentioned Zillow Group, Inc. (ZG) Rocket Companies, Inc. (RKT) Alphabet Inc Class A (GOOGL) VF Corp (VFC) CoStar Group, Inc. (CSGP) Generac Holdings Inc. (GNRC) IAC/InterActiveCorp Common Stock (IAC) Progressive Corp (PGR) Freshpet, Inc. (FRPT) Kinsale Capital Group, Inc. (KNSL) Comerica, Inc. (CMA) JAMES HARDIE INDUSTRIES plc. (JHX) The AZEK Company Inc. (AZEK) Trex Company, Inc. (TREX) Whirlpool Corporation (WHR) UFP Industries, Inc. Common Stock (UFPI) Floor & Decor Holdings, Inc. (FND) Cummins Inc. (CMI) CatCoin (CAT) Wells Fargo & Co (WFC) Basis Cash (BAC) JPMorgan Chase (JPM) Apollo Global Management, Inc. (APO) KKR & Co, Inc. (KKR) Blackstone, Inc. (BX) Carlyle Group, Inc. (CG) Open Custody Protocol (OPEN) PennyMac Financial Services, Inc. Common Stock (PFSI) Rithm Capital Corp. (RITM) Compound (COMP) eXp World Holdings, Inc. Common Stock (EXPI) Coop Coin (COOP)

Top Social Posts #

Top posts by engagements in the last XX hours

"There are two things that I can't get out of my mind on $GOOG just anecdotes but they're powerful both from the @InvestLikeBest pod. 1) Barry Diller ($IAC) who is arguably the greatest genius in the business community over the past 50-60 years suggested the existing traffic acquisition model for the legacy media brands he owns (Food&Wine Southern Living etc.) was DEAD due to the decline of search. 2) Dylan Patel the founder of SemiAnalysis indicated that $ETSY gets XX% of its traffic now from ChatGPT. Maybe that's low maybe that's high relative to expectations but the number is growing and I"
X Link @ActAccordingly 2025-10-08T17:31Z 22.4K followers, 2814 engagements

"Pretty brutal breakdown in compounder-bro favorite in the insurance space $PGR. Looks like the miss can be attributed to a policyholder credit expense due to profitability caps in FL. Pretty sharp slowdown in premiums written in September as well. @CedarStResearch will break this down in a way that I can only aspire to"
X Link @ActAccordingly 2025-10-15T14:00Z 22.4K followers, 3098 engagements

"$VFC selling the Dickies brand for $600MM which equates to slightly more than 1x revs and probably a 15x-20x+ multiple of Dickie's EBITDA (could be a lot higher given the brand struggles). Not completely unexpected. Going forward $VFC is now Vans the North Face and Timberland's. Altra running shoes have good momentum and there are some other earlier stage brands that could become interesting. Pretty massive deleveraging now for $VFC. The 2026 maturity gets paid off and prospectively the company can use FCF for each subsequent debt maturity or start buying back stock. They have a $2.5B buyback"
X Link @ActAccordingly 2025-09-15T12:18Z 22.4K followers, 10.1K engagements

"If you're familiar with the history of the ILS space for rental property advertising and the marketing budgets for rental property managers overall you're probably like me and find this action from the FTC against $Z/$ZG and $RKT/#redfin as highly puzzling. Then again they're competing with $CSGP who has a history of pursuing litigation and acquisitions to "diminish" competition. Make your own conclusions"
X Link @ActAccordingly 2025-09-30T18:58Z 22.4K followers, 3227 engagements

"This was a lot of fun. I love chopping it up with Steve. His podcast is a phenomenal listen every week. $FRPT $TRUP $KNSL"
X Link @ActAccordingly 2025-07-29T14:43Z 22.4K followers, 8437 engagements

"I'm sure there were others but I know @realsteveeisman called out the potential for a $CMA take out on his podcast 2-3 months ago. Banking M&A seems like it has a lot further to run"
X Link @ActAccordingly 2025-10-06T11:27Z 22.4K followers, 1960 engagements

"It's one of the slowest Friday's of the year. Let's try something fun. I think we're about to see a DELUGE of M&A after this weekend. What's the craziest M&A idea you have that actually makes a ton of sense after further reflection I'll start. $GOOG should acquire $GNRC. What's your favorite crazy but sensible M&A idea"
X Link @ActAccordingly 2025-08-29T17:19Z 22.4K followers, 4714 engagements

"Not a name talked about much on this platform but it's a popular one among various pods and hedge funds $JHX has been some roller coaster. Not even 3-months after blowing up massively following stunningly bad initial guidance after closing the $AZEK deal the company positively pre-announcss this quarter and is up double-digits pre-mkt. In this tape sometimes we need reminders just how hard this business can be"
X Link @ActAccordingly 2025-10-07T11:18Z 22.4K followers, 2800 engagements

"Growing list of names in the building products space taking out the lows from April 7th. Violent selling the past 5-10 days. It's not the 10-year yield which has been effectively unchanged since the 3rd week of September. $TREX $FND $WHR $UFPI are among those names. Others looking very close. The market seems to be suggesting that record gains for retail investors will not arrive in housing or consumer spending in any way shape or form. Seems early to call the 2026 home selling season doesn't it"
X Link @ActAccordingly 2025-10-09T14:17Z 22.4K followers, 3230 engagements

"I haven't heard this data point before from the latest @theallinpod: With the use of backup/diesel generators the CURRENT electricity grid could support another XX GWs in incremental power demand. I wonder how many utilities are starting to converse with $GNRC $CMI $CAT about creating this flex capacity"
X Link @ActAccordingly 2025-10-06T15:57Z 22.4K followers, 2453 engagements

"Definitely not a name on people's radar but $ZUMZ beat on revs EBITDA and guided higher. 11%+ comps on back to school against a tough compare. Most notably the company continues to hammer away at the share count down to 16.7MM Yes I do own this and $VFC. Maybe there's something to be said for a renaissance in skater fashion"
X Link @ActAccordingly 2025-09-04T20:13Z 22.4K followers, 2924 engagements

"The relative performance of the money-center banks ($JPM $C $WFC $BAC) compared to the alt-lenders ($BX $APO $KKR $CG etc.) is glaring. The equity market seems to be differentiating underwriting rigor in the traditional banking system compared to that for private lenders post #tricolor #firstbrands. The truth is there's no underwriting rigor anywhere"
X Link @ActAccordingly 2025-10-09T19:26Z 22.4K followers, 7292 engagements

"PAA Research: The Mortgage Broker View. A survey of dozens of mortgage brokers across the country. $RKT $UWMC $Z $ZG $OPEN $PFSI $RITM $HOUS $COMP $EXPI $RMAX $COOP"
X Link @ActAccordingly 2025-09-30T18:28Z 22.4K followers, 6960 engagements

"$Z $ZG $RKT $CSGP: Details on Todays Rental Property Marketing Industry Following a Curious Action from the FTC Against Zillow and Rocket"
X Link @ActAccordingly 2025-10-01T14:26Z 22.4K followers, 1990 engagements