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@CorneliaLake Avatar @CorneliaLake Lake Cornelia Research Management

Lake Cornelia Research Management posts on X about $comp, $hous, $zg, business the most. They currently have XXXXXX followers and XX posts still getting attention that total XXXXXX engagements in the last XX hours.

Engagements: XXXXXX #

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Mentions: XX #

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Followers: XXXXXX #

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CreatorRank: XXXXXXX #

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Social Influence

Social category influence stocks #3767 finance #5918 cryptocurrencies XXXXX% technology brands XXXX% travel destinations XXXX% automotive brands XXXX%

Social topic influence $comp #31, $hous #4, $zg #1, business #1568, $mgm #4, events #3035, $rkt 6.06%, ai 6.06%, money 6.06%, the big #556

Top accounts mentioned or mentioned by @tonyrisp @chokha19 @jameshmackay @at50w50882 @kieranwgoodwin @yetanothervalue @andrewrangeley @greensplattcap @jirodream @funyonluvr @predictivepowe1 @jay_21_ @kfreedulescu @scm0330 @eraserheadcap @section523 @macrolurker @marco_mmabjj @sean91237 @porkypcock

Top assets mentioned Compound (COMP) Zillow Group, Inc. (ZG) MGM Resorts International (MGM) Rocket Companies, Inc. (RKT) Oracle Corporation (ORCL) TransDigm Group, Inc. (TDG) IAC/InterActiveCorp Common Stock (IAC) Apollo Global Management, Inc. (APO) eBay Inc (EBAY) PayPal Holdings Inc (PYPL) PRIMERICA, INC. (PRI) Wynn Resorts, Limited (WYNN) Caesars Entertainment, Inc. (CZR) Netflix Inc (NFLX) Paramount Skydance Corporation Class B Common Stock (PSKY) Warner Bros Discovery, Inc. (WBD) Evolent Health, Inc Class A Common Stock (EVH) McKesson Corporation (MCK) Coreto (COR) Moon Tropica (CAH) Alphabet Inc Class A (GOOGL) NVIDIA Corp. (NVDA) Metadium (META) Microsoft Corp. (MSFT) Tesla, Inc. (TSLA) Amazon.com, Inc. (AMZN)

Top Social Posts

Top posts by engagements in the last XX hours

"His business plan is okay at regional casinos in small marketswould argue even there its running into issues now. You cant $TDG a casino. Then there is Barry / $IAC bet on $MGM. His comments on the founders pod about it were curious; he thinks there is a way to infinitely monetize demand for shows / events / entertainment via properties that cost $X million per key as opposed to some open field or desert location"
X Link 2025-11-20T04:52Z 27.7K followers, 1620 engagements

"Banger of a chart from Torsten Slok at $APO on the population declines in Paris. Article from 2015:"
X Link 2025-11-23T15:12Z 27.7K followers, 10.3K engagements

"$COMP $HOUS $ZG Our new XX page note on the $COMP $HOUS merger is up:"
X Link 2025-11-24T16:11Z 27.7K followers, 3730 engagements

"$COMP $HOUS $ZG $RKT Article below talking about housing surplus by 2032 as boomers fail to be replaced. We showed data in our new $COMP note highlighting same issue: We are XX years removed from the housing crisis and existing and new home sales have yet to full recover"
X Link 2025-11-24T23:45Z 27.7K followers, 7237 engagements

"@TonyRisp I dont specialize in small businesses. Whats your thesis in $OSS"
X Link 2025-11-28T15:00Z 27.6K followers, XXX engagements

"@GreensplattCap $COMP on $HOUS merger"
X Link 2025-12-01T22:59Z 27.6K followers, XXX engagements

"In 2025 $EBAY overtook $PYPL for the first time since the 2015 separation (it was a 1:1 spin). With $EBAY at $XX having come back from $XXX post the Q3 print and a bad guide we took a look. $EBAY has reduced shares outstanding XX% since the spin and is an AI winner"
X Link 2025-12-02T03:48Z 27.6K followers, 6302 engagements

"OMG honey the kids are through college and we have $700k in a XXX. What will we do with all this trapped money We can roll 35k into a Roth for them. Great. What do we do with the remaining 665k Be nice to get that money to use for a down payment on a condo for them once they graduate"
X Link 2025-12-02T17:24Z 27.6K followers, XXX engagements

"$COMP $HOUS $ZG $RKT We spoke with IR last week after our first note. Here is what we learned"
X Link 2025-12-03T02:01Z 27.6K followers, 4557 engagements

"One of my biggest own goals was not pulling the trigger on the $PRI spin from $C in late 2010. I had gotten my insurance license in high school to sell to my dads RIA clients and had the context that $PRI was actually a bigger sales machine then even Northwestern Mutual. XX% of the class of people that did the required XX hour insurance course with me to get the license were working for $PRI. $C kept the legacy book of business and all $PRI at spin was just this full scale sales distribution machine that made no sense at the out of the box market cap. The immediate scale allowed the company"
X Link 2025-12-06T19:27Z 27.7K followers, 12.8K engagements

"@Chokha19 Ah yes the bear case from the spin XX years ago resurfaces after the stock has 10x. How is that working out"
X Link 2025-12-06T20:18Z 27.7K followers, XXX engagements

"$BW snapping back after a seller brought shares from $XXXX to $5.40"
X Link 2025-12-09T17:45Z 27.7K followers, 3399 engagements

"$19.5 billion of properties going into the ground in NYC metro will have a further negative impact on Vegas. Less so on $WYNN agreed but the issue for $MGM and $CZR is that you have exhausted room night cover from convention attendance and now more reliant on non-gaming revenue sources to support increasingly levered (REITed propco structures and traditional financial debt) capital structures"
X Link 2025-12-01T18:42Z 27.7K followers, 1062 engagements

"There is rich and then there is secret paddle ball court in Palm Beach richwonder who turned him in 🤔 Nicola Peltzs billionaire dad slapped with daily fine for illegal padel court addition to $372M mansion 😳 Nicola Peltzs billionaire dad Nelson Peltz has been ordered to pay an $8250 fine and counting for his Florida mansions secret padel court. The 83-year-old did not get approval for the addition to his $XXX million 13-acre mansion according to the Palm Beach Post. The outlet reported on Monday that Nelson and his wife Claudia Peltz are being charged a daily $XXX penalty after the Palm"
X Link 2025-12-02T15:12Z 27.7K followers, 23.8K engagements

"If I could point to one concept that has generally led to the downfall of the single manager hedge fund community it the religious adherence to traditional valuation benchmarks - which is a fancy way of saying overweighting the value factor and shorting the growth factor. Most of the HF titans of the 2000s made their bones during a period of time when every few years you had massive credit event cycles - 1987 1991 1995 1998 2000-2002 2007-2009 - and it was just assumed that you would get fat pitches at 3-5x cash flow / XX% of replacement costand could volatility launder a 40-50% underlying"
X Link 2025-12-03T00:43Z 27.7K followers, 137.8K engagements

"$WBD $PSKY $NFLX Feels like a game to get $X more out of Larrys kid. $XXX billion reverse break fee worth $XXXX per share. $NFLX longs just hoping Reed doesnt go crazy"
X Link 2025-12-08T16:27Z 27.7K followers, 4537 engagements

"Our XX page update on $TOI is live. We discuss the recent events in the oncology space including how its different from $EVH and why the big three drug distributors $MCK $COR $CAH are racing to roll-up oncology assets at 18x EBITDA"
X Link 2025-12-09T23:47Z 27.7K followers, 12.3K engagements

"Really long pre-amble to say that $NVDA Blackwell so much better that the big X ai labs (OAI XAI Anthropic and Gemini) well widen the gap to everyone. Separately the comments bashing VCs for thinking they can cut costs better than PE were great. The framing on Blackwell impacting $GOOG low cost strategy was insightful. $GOOG $ORCL $META $MSFT $TSLA $AMZN"
X Link 2025-12-10T21:03Z 27.7K followers, 8523 engagements

"$ORCL POV: Your stock is down a lot people think you need to borrow $200+ billion to complete your business plan and sell side analysts have an extremely wide range of estimates.the analysts come on the Q&A and you start your first two answers from the Q&A like this. Q: How much money do you need A:"Thanks for the question.First let me give you kind of the reason why it's hard to answer that question exactly." Q: When will your margins ramp on the new AI business A: "Yes. Thanks for the question.Look the answer is it really depends.""
X Link 2025-12-11T02:25Z 27.7K followers, 41.2K engagements