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@DDBlakeFischer Avatar @DDBlakeFischer Blake Fischer

Blake Fischer posts on X about $amat, at a, market cap, $100b the most. They currently have XXXXX followers and XX posts still getting attention that total X engagements in the last XX hours.

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Followers: XXXXX #

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Social Influence

Social category influence stocks XXXXX% finance XXXXX% technology brands XXXX% fashion brands XXXX% cryptocurrencies XXXX%

Social topic influence $amat 6.67%, at a 6.67%, market cap 6.67%, $100b 6.67%, $200b 6.67%, $85b 6.67%, $xhb 3.33%, $len 3.33%, $cp 3.33%, $amh XXXX%

Top accounts mentioned or mentioned by @kobeissiletter @saynototrading @cedarstresearch @valuations @wolfejosh @aeoncoin @realherbhoover @arbitragegod @julianklymochko @peterchung13 @sixsigmacapital @stocksavvyshay @joecarlsonshow @valuestockgeek @halaltrader @stealthqe4 @dvdnddiplomats @nuggetcapital @mjmauboussin @teechongyen

Top assets mentioned Applied Materials, Inc. (AMAT) Lennar Corporation (LEN) Canadian Pacific Railway (CP) American Homes X Rent (AMH) Builders FirstSource, Inc. (BLDR) Old Dominion Freight Line Inc (ODFL) TrueBit (TRU) Procter & Gamble (PG) Lululemon Athletica Inc (LULU) Nike Inc (NKE) Crocs, Inc. (CROX) VF Corp (VFC) Hanesbrands Inc. (HBI) Deckers Outdoor, Corp. (DECK) Gildan Activewear Inc. (GIL) Owens Corning (OC) NVIDIA Corp. (NVDA) Mastercard, Inc. (MA) Brookfield Asset Management Inc (BAM) Intuitive Surgical, Inc. (ISRG) Arthur J. Gallagher & Co. (AJG) Cadence Design Systems Inc (CDNS) Synopsys, Inc. (SNPS) IDEXX Laboratories, Inc. (IDXX) Blackstone, Inc. (BX) Neurobro (BRO) NXP Semiconductors NV (NXPI)

Top Social Posts

Top posts by engagements in the last XX hours

"@KobeissiLetter The economic sensitives moving most. Outsized move on transports and everything related to homes (builders suppliers credit providers resi REITs) $XHB $LEN $BLDR $ODFL $CP $TRU $AMH"
X Link 2025-12-10T20:09Z 1759 followers, XXX engagements

"@DvdndDiplomats Good question. $325B mkt cap. $17B of earnings power all going to buybacks (2% annual) and dividend (3%). Clean balance sheet. Necessity products. $PG Not a must buy at 19/20x but love it in place of LT bonds for income or conservative portfolios"
X Link 2025-12-08T20:08Z 1761 followers, 2292 engagements

"Endless examples of wealth destruction on consumer apparel all serving as reminders why I avoid the industry. $LVMH is the sole apparel company Id be comfortable owning for decades. $LVMH $LULU $NKE $HBI $GPA and miles ahead of companies like $DECK $CROX $VFC. #2 is actually $GIL which may be the only other investable company"
X Link 2025-11-12T07:04Z 1761 followers, XXX engagements

"@valuations_ Maybe preferreds or $FALN. $PYLD is a good bond fund. $JAAA is 5%. Id really be avoiding duration. Id take a lot of credit risk before I buy a 20-30 year treasury in dollars being steadily debased"
X Link 2025-11-25T22:40Z 1760 followers, XXX engagements

"@RealHerbHoover Owens Corning Or are they desperate enough to take Jeld Wen off of the desperate hands at Turtle Creek"
X Link 2025-11-29T05:00Z 1760 followers, XXX engagements

"I am now out of $AMAT as my $XXX limit sale executed before close today My admiration of Applied Materials has been strong ever since leading the sale of a thermal solutions supplier in 2021 $AMAT being offered at 12x operating income this spring was one of those wonderful gifts of this chaotic market and I was able to build a full position below $XXX Applied now trades 25x operating income and 30x earnings power. Nothing crazy but reaching the top of their historical bounds. Little to no growth is expected for 2026 as China revenue headwinds offset HBM market growth. Among its peers Applied"
X Link 2025-12-03T21:33Z 1760 followers, 2717 engagements

"How this list performed over the last X years Great work @mjmauboussin $NVDA $V $MA $IDXX $BAM $ISRG $BX $BRO $AJG $ASML $CDNS $SNPS"
X Link 2025-12-05T05:53Z 1760 followers, XXX engagements

"Where were these articles when Applied Materials was at $XXX I remember buying $AMAT in April. It felt uncomfortable. That seems to accompany my best purchases. Whereas everyone who feels great buying it today is accepting a much lower rate of return as detailed here 👇 Barrons is actually pretty good and I respect their analysis. Inevitably however buy ratings and positive coverage tend to lag not lead"
X Link 2025-12-06T18:34Z 1760 followers, XXX engagements

"@SayNoToTrading Even when it drops Synopsys still trades at nosebleed multiples I cant stomach despite how much I admire the business Oddly $NXPI was near its April lows just last month and I got to add a bunch"
X Link 2025-12-11T08:11Z 1760 followers, XX engagements