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@BoxLongs Avatar @BoxLongs BoxLongs

BoxLongs posts on X about $rkt, $cdlx, $ldi, arb 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: XX #

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Followers: XXXXX #

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CreatorRank: XXXXXXXXX #

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Social Influence #

Social category influence stocks XXXXX% finance XXXXX% cryptocurrencies XXX% gaming XXXX% technology brands XXXX%

Social topic influence $rkt 23.26%, $cdlx #1, $ldi 11.63%, arb 9.3%, $coop 9.3%, rblx 6.98%, $rblx 6.98%, $rdfn 4.65%, $cvna #30, playing XXXX%

Top accounts mentioned or mentioned by @sixsigmacapital @joinyellowbrick @owlwealthy @beaniemaxi @trappedionsrule @srg444 @blueorcainvest @darvasboxai @andonlyja @blankcheque__ @de805613de @acemoney21 @patrickijourney @elfsvohn @zoomyzoomm @lingmerthstefan

Top assets mentioned Rocket Companies, Inc. (RKT) Coop Coin (COOP) Roblox, Corp. (RBLX) Carvana Co. (CVNA) Hundred Million (100M) Accenture (ACN)

Top Social Posts #

Top posts by engagements in the last XX hours

"@SixSigmaCapital it def started as deal arb. $rdfn and $coop created a massive short position. have not dissected the likely % that are arbs. just own $rkt for the vision of Varun to roll up the industry"
@BoxLongs Avatar @BoxLongs on X 2025-07-22 23:17:31 UTC 2736 followers, XXX engagements

"$LDI CEO needs to decide if he wants to fish or build. The industry is in midst of a consolidation wave. The faster payout is to sell it the 10x payout is to get back in the saddle and build. Either way i think you will make a lot of money in $LDI from current levels. Tony"
@BoxLongs Avatar @BoxLongs on X 2025-07-20 01:49:38 UTC 2733 followers, 1495 engagements

"$cdlx 2.) multiple becomes dirt cheap. ev/revs now down to some horrifical level sub 1x- even low tech biz get a better multiple. this set up is extremely interesting because if the narrative improves you can catch a +100-200-300% move on multiple expansion alone. more ways to WIN. multiple set up now firmly in favor of the longs"
@BoxLongs Avatar @BoxLongs on X 2025-07-22 21:02:39 UTC 2740 followers, XXX engagements

"$RKT best part of this massive new financial powerhouse is the cost cutting. block and tackle to dramatically higher eps. still have not seen proper analysis on all the combined assets with costs out. eps revision cycle UP"
@BoxLongs Avatar @BoxLongs on X 2025-07-23 00:22:25 UTC 2734 followers, 1615 engagements

"$CDLX a bet on these X and also Amit Gupta who has a real time view on multiple trillions in transactions. Can we make some Mula If they take it back to $100M cap gotta build it"
@BoxLongs Avatar @BoxLongs on X 2025-07-25 15:47:19 UTC 2740 followers, 1361 engagements

"@beaniemaxi $CDLX i would love an update on what these X think at these prices ($2). Mad scientists. All in. Sliver of levered equity. $CVNA"
@BoxLongs Avatar @BoxLongs on X 2025-07-25 15:40:27 UTC 2740 followers, 1919 engagements

"$RBLX is a rad platform. Next stop 200M DAU. so early still- so many haters in hedge fund land"
@BoxLongs Avatar @BoxLongs on X 2025-07-25 15:56:17 UTC 2740 followers, 1052 engagements

"$RBLX so much negativity- which is amazing. I almost never see intelligent discussion about the estimate revisions. Maybe you can get lucky and top tick the short. But unless you are building conviction in estimate cuts. What are you playing for Multiple compression"
@BoxLongs Avatar @BoxLongs on X 2025-07-20 12:33:03 UTC 2737 followers, 2901 engagements

"$LDI 10B5 sales on the lows. Reminds me of $BLND in 2023. When cycle kicks in- Torque takes over"
@BoxLongs Avatar @BoxLongs on X 2025-07-22 21:20:45 UTC 2737 followers, 1875 engagements

"$cdlx 3.) still short- what are the shorts thinking. $cdlx short interest sitting at 7.5m shares. if u tried to cover X million shares u would take this stock to up materially. there are no real sellers left. back in '23-24 when nums were getting hacked u could short $cdlx at $15-20/share. there was still meat on the bone. u could put it out at 2-3x sales. now that multiple down 50-70%. this looks like shorts have overstayed their welcome. the RR now in % terms has skewed wildly positive. the @ $X we were approaching the magic order of magnitude better set up on the long side 10-1"
@BoxLongs Avatar @BoxLongs on X 2025-07-22 21:02:39 UTC 2740 followers, XXX engagements

"$CDLX touches $XXXX after hours. #launchsequence"
@BoxLongs Avatar @BoxLongs on X 2025-07-22 22:54:19 UTC 2740 followers, 1468 engagements

"$LDI will be 2x beta of $RKT during next rate cycle. For now they keep kicking the can stay in the game"
@BoxLongs Avatar @BoxLongs on X 2025-07-25 15:36:40 UTC 2740 followers, XXX engagements

"@SixSigmaCapital long $coop short $rkt for the arb i guess ()"
@BoxLongs Avatar @BoxLongs on X 2025-07-22 23:14:42 UTC 2732 followers, XXX engagements

"$BIGC RR is tremendous. Self funded SAAS growth into a massive market. This company will grow many times over. Great set up. Fair value at least $XX / share"
@BoxLongs Avatar @BoxLongs on X 2025-07-25 16:19:22 UTC 2740 followers, 1069 engagements

"$RBLX this chart is a thing of beauty. 2026 EBITDA. absolutely RIPPING"
@BoxLongs Avatar @BoxLongs on X 2025-07-20 22:35:31 UTC 2737 followers, 2231 engagements

"$LDI should have a big catch up trade to $RKT. arguably a better target given industry consolidation and need for permanent CEO leadership in a rapidly consolidating industry post $RKT $RDFN $COOP. $LDI has been lagging based on liquidity forced sales. fair value is much higher"
@BoxLongs Avatar @BoxLongs on X 2025-07-22 23:21:28 UTC 2736 followers, 1344 engagements

"@srg444 if u missed $RKT i think $LDI might be a target for M&A"
@BoxLongs Avatar @BoxLongs on X 2025-07-22 23:18:16 UTC 2736 followers, XXX engagements

"$cdlx the making of arip. 1.) diminishing (negligible) negative estimate revisions. the fundamental driver of the best shorts -- the relentless estimate cuts. when these bottom you better have the death blow ready. $cdlx estimates have been ravaged. cy 26E revs from $513m to $285m -XX% very little movement down post last print- looks like squeezing blood from a stone"
@BoxLongs Avatar @BoxLongs on X 2025-07-22 21:02:38 UTC 2740 followers, 2723 engagements

"@DarvasBoxAI $RKT is launching. $20s incoming"
@BoxLongs Avatar @BoxLongs on X 2025-07-22 23:15:31 UTC 2732 followers, XXX engagements

"$BIGC profitable SAAS businesses that tap into the explosion in asset / transaction growth of Defi are going to see massive Re ratings. This should be an obvious theme into 2026. #bullish"
@BoxLongs Avatar @BoxLongs on X 2025-07-25 16:47:24 UTC 2740 followers, XXX engagements

"$CDLX earnings call on 8/6 has taken on much more importance than normal. Given what has transpired in the past few days w former high fliers that are down XX% seeing explosive growth in volume + attention. Now is the right time to revisit every broken story. Some of these names have reloaded exec talent taken down guidance issued new options and now have extremely asymmetric set ups for valuation + forward estimates + even better prospects. $CDLX is the poster child for this set up. if the call goes well they can attract $100s of millions in fresh capital and reload the investor base. This"
@BoxLongs Avatar @BoxLongs on X 2025-07-23 23:24:59 UTC 2740 followers, 2441 engagements