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@DJ_EBITDA Avatar @DJ_EBITDA DJ_EBITDA

Progressive ($pgr) is in focus as it prepares to release its May results, with some investors arguing that the stock's recent strength has already priced in positive expectations. The stock has lost its 200-day support, sparking concerns about its near-term prospects. Insurance stocks, in general, have shown resilience, with some names like $ajg and $acgl demonstrating strength.

Engagements: XXXXX #

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Mentions: XX #

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Followers: XXX #

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CreatorRank: XXXXXXX #

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Social Influence #

Social category influence stocks finance cryptocurrencies social networks technology brands countries currencies travel destinations vc firms

Social topic influence insurance, $wrb, $knsl, gonna, $trv, $vrsk, $cb, lmfao, money, inflation

Top assets mentioned W R Berkley Corp (WRB) Kinsale Capital Group, Inc. (KNSL) TrustVerse (TRV) Verisk Analytics, Inc. (VRSK) Cheeseball (CB) Reddit, Inc. (RDDT) Progressive Corp (PGR) Hartford Financial Services Group Inc (HIG) Arthur J. Gallagher & Co. (AJG) Old Republic International Corporation (ORI) Fastenal Company (FAST) Carter's Inc. (CRI) RAI Finance (SOFI) Cal-Maine Foods Inc (CALM) Axie Infinity (AXS) SaitaChain Coin (STC) First American Financial Corporation (FAF) Canadian Pacific Railway (CP) Leonardo DRS, Inc. Common Stock (DRS) Moon Tropica (CAH) Coreto (COR) McKesson Corporation (MCK) SYSCO Corporation (SYY) US Foods Holding Corp. (USFD) Performance Food Group Company (PFGC) American Eagle Outfitters (AEO) Achain (ACT) NMI Holdings Inc. Class A Common Stock (NMIH) Philip Morris International Inc. (PM) Coca-Cola Co (KO) Burford Capital Limited (BUR) Bitcoin (BTC) RLI Corp. (RLI) Marsh & McLennan Companies, Inc. (MMC) Berkshire Hathaway Inc Class B (BRK.B) Palomar Holdings, Inc. Common stock (PLMR) Open Custody Protocol (OPEN) Chipotle Mexican Grill, Inc. (CMG) Alliance Fan Token (ALL) ARK Innovation ETF (ARKK) Interactive Brokers Group, Inc. (IBKR) Fidelity National Financial, Inc. (FNF) Cheniere Energy, Inc. (LNG) PolkaBridge (PBR) Metronome (MET) Unum Group (UNM) Jackson Financial Inc. (JXN) Lincoln National Corporation (LNC) 286 (286) Rollins, Inc. (ROL)

Top Social Posts #

Top posts by engagements in the last XX hours

"Look what AI could do to fasteners. $FAST no entry point allowed"
@DJ_EBITDA Avatar @DJ_EBITDA on X 2025-07-21 01:12:17 UTC XXX followers, XXX engagements

"The Insurtech companies that cancelled $VRSK are probably gonna price their insurance products by throwing darts"
@DJ_EBITDA Avatar @DJ_EBITDA on X 2025-07-05 19:22:40 UTC XXX followers, XXX engagements

"@rogoswami @semafor I hope it's $CP. Some whale sold 10k Sep 75P this week"
@DJ_EBITDA Avatar @DJ_EBITDA on X 2025-07-17 19:31:51 UTC XXX followers, XXX engagements

"@valuemaverick1 @CapitalFang @kenlando Top $CRI posts on this app are all about short. The squeeze is gonna be violent one day"
@DJ_EBITDA Avatar @DJ_EBITDA on X 2025-07-28 00:47:13 UTC XXX followers, XX engagements

"$DRS usually doesn't see a lot of call vol. But this week a call whale decided to press. This company is a defense contractor so the majority of its revenues are from DoD. Either this whale knows something or he/she is just gambling"
@DJ_EBITDA Avatar @DJ_EBITDA on X 2025-07-12 13:18:34 UTC XXX followers, XXX engagements

"Did the $KNSL boys just say property pricing stable Let it rip LMFAO"
@DJ_EBITDA Avatar @DJ_EBITDA on X 2025-07-25 13:29:04 UTC XXX followers, XXX engagements

"Dear sell side community please stop asking W Berkeley (or the $WRB boys in general) if he is confident about something again. His answer is always the same. If you have not noticed the B in his last name stands for BSD"
@DJ_EBITDA Avatar @DJ_EBITDA on X 2025-07-22 02:35:32 UTC XXX followers, XXX engagements

"$CB looks like steady as she goes to me. Insurance armageddon has been delayed"
@DJ_EBITDA Avatar @DJ_EBITDA on X 2025-07-22 22:52:22 UTC XXX followers, XXX engagements

"@DurableCreators $MCK $COR and $CAH have cornered Pharma distribution. $SYY $USFD and $PFGC own a big chuck of food distribution"
@DJ_EBITDA Avatar @DJ_EBITDA on X 2025-07-21 05:52:17 UTC XXX followers, XXX engagements

"@MartyChargin OK. I got fooled by the initial reaction. It was up XXX% for the day. Nothing to see here. Just keep printing money"
@DJ_EBITDA Avatar @DJ_EBITDA on X 2025-07-18 02:30:59 UTC XXX followers, XX engagements

"Surprisingly $CB and $KNSL are holding despite shitty pricing trends everywhere in commercial"
@DJ_EBITDA Avatar @DJ_EBITDA on X 2025-07-18 06:40:05 UTC XXX followers, XXX engagements

"Crash the housing market and yank $ACT and $NMIH lower. The next Fed chair is gonna cut X% out of the date and turn them into free money buyback machines"
@DJ_EBITDA Avatar @DJ_EBITDA on X 2025-07-21 01:35:03 UTC XXX followers, XXX engagements

"$CB things are humming along ex large property. I guess rotation Even $KNSL got nailed today LOL"
@DJ_EBITDA Avatar @DJ_EBITDA on X 2025-07-23 16:20:03 UTC XXX followers, XXX engagements

"@Retail_Guru $PM and $KO are the only names that are not total garbage in $XLP land"
@DJ_EBITDA Avatar @DJ_EBITDA on X 2025-07-22 12:52:09 UTC XXX followers, XXX engagements

"$BUR has more dry powder = more social inflation for insurers"
@DJ_EBITDA Avatar @DJ_EBITDA on X 2025-06-30 20:13:31 UTC XXX followers, 1203 engagements

"I guess this is the line that tanked $UVE And $SLDE ended Friday up 3%. Market just assumes $UVE donating market share to $SLDE"
@DJ_EBITDA Avatar @DJ_EBITDA on X 2025-07-28 02:35:23 UTC XXX followers, 1178 engagements

"This is what you get when you use AI to produce eggs and Bitcoin to manage balance sheet. Just kidding $CALM produces eggs the old fashioned way and doesn't do earnings call"
@DJ_EBITDA Avatar @DJ_EBITDA on X 2025-07-23 13:45:55 UTC XXX followers, XXX engagements

"@CedarReseach $RLI looked good in the past but they just dropped the ball"
@DJ_EBITDA Avatar @DJ_EBITDA on X 2025-07-20 07:09:07 UTC XXX followers, XX engagements

"Risky insurance play of the week: $EIG reports on Wed AH. It's essentially a CA focused WC writer. CA insurance commissioner just approved a XXX% rate increase. The bucket shop analysts that cover the stonk probably did not model the quarter correctly. Plus $AMSF was good"
@DJ_EBITDA Avatar @DJ_EBITDA on X 2025-07-28 18:21:13 UTC XXX followers, XXX engagements

"Insurance market overview from $MMC. Nothing new here. Rates are softening. Social inflation is here to stay"
@DJ_EBITDA Avatar @DJ_EBITDA on X 2025-07-18 00:49:00 UTC XXX followers, XXX engagements

"$RDDT is hot again. Let's see if management guides shitty DAU again"
@DJ_EBITDA Avatar @DJ_EBITDA on X 2025-07-24 14:58:53 UTC XXX followers, XXX engagements

"@CedarReseach Itd be interesting to see which stocks worked and which struggled. Reading $TRV results make me realize that they are a better capital allocator than an insurer. I vaguely remember $WRB stock punched through the soft years post 2008. Should be more"
@DJ_EBITDA Avatar @DJ_EBITDA on X 2025-07-20 00:52:39 UTC XXX followers, XXX engagements

"June was such a brutal month for insurance but it seems like the worst is over. Even leaders like $BRKB $PGR and $AJG are at 200D. Momo names such as $UVE and $PLMR fared better. WTH lol. Names with massive buyback such as $WRB $AXS $TRV and $HIG held ok too. Buyback rules"
@DJ_EBITDA Avatar @DJ_EBITDA on X 2025-06-30 21:03:24 UTC XXX followers, 1172 engagements

"$AMSF is ripping after earnings. Looks like I am the contra LMFAO"
@DJ_EBITDA Avatar @DJ_EBITDA on X 2025-07-25 15:55:41 UTC XXX followers, XXX engagements

"68 days average duration for $KNSL shorts LMFAO"
@DJ_EBITDA Avatar @DJ_EBITDA on X 2025-07-24 18:37:16 UTC XXX followers, XXX engagements

"$KNSL $ORI $AMSF $UVE and $DGICA on deck tomorrow. Fun day (for the XX people who care) in insurance land"
@DJ_EBITDA Avatar @DJ_EBITDA on X 2025-07-24 02:47:33 UTC XXX followers, XXX engagements

"@CedarReseach $HIG feels like another example of average insurer but punching above its weight in terms of stock performance due to good capital allocation"
@DJ_EBITDA Avatar @DJ_EBITDA on X 2025-07-20 00:58:08 UTC XXX followers, XX engagements

"I think insurance brokers should just jointly create their own accounting standards at this point. There might be 5-6 of them left when humanity reaches singularity anyway. I still like $AJG but holy non-GAAP adjustment"
@DJ_EBITDA Avatar @DJ_EBITDA on X 2025-07-21 01:38:23 UTC XXX followers, XXX engagements

"$RDDT better not guide a shitty DAU this time after the $OPEN saga"
@DJ_EBITDA Avatar @DJ_EBITDA on X 2025-07-21 19:35:07 UTC XXX followers, XXX engagements

"Seeing a lot of $CMG puts old at $40-45. That looks like where institutional dip buyers are comfortable"
@DJ_EBITDA Avatar @DJ_EBITDA on X 2025-07-28 16:32:15 UTC XXX followers, XXX engagements

"The analysts mis-modelled the $CALM numbers. There is no way you can miss this much with USDA data points"
@DJ_EBITDA Avatar @DJ_EBITDA on X 2025-07-24 00:19:54 UTC XXX followers, XXX engagements

"$HIG is among the most crowded longs and $ALL is among the most crowded shorts I am surprised that $PGR isn't a crowded short at this point"
@DJ_EBITDA Avatar @DJ_EBITDA on X 2025-07-14 13:22:56 UTC XXX followers, XXX engagements

"$TRV threw the white flag in Canada. No wonder $FFH.TO didn't get sold off"
@DJ_EBITDA Avatar @DJ_EBITDA on X 2025-07-19 18:26:54 UTC XXX followers, XXX engagements

"$WRB could be relatively more exposed to social inflation per MS"
@DJ_EBITDA Avatar @DJ_EBITDA on X 2025-07-09 16:59:30 UTC XXX followers, XXX engagements

"@BucknSF I saw Insight Partners and knew it's gonna be good"
@DJ_EBITDA Avatar @DJ_EBITDA on X 2025-07-18 02:14:57 UTC XXX followers, 1156 engagements

"$8725 goes to the moon Please take $WRB along"
@DJ_EBITDA Avatar @DJ_EBITDA on X 2025-07-23 02:03:53 UTC XXX followers, XXX engagements

"No $ARKK is available for borrow on $IBKR. Should I buy puts or $SARK"
@DJ_EBITDA Avatar @DJ_EBITDA on X 2025-07-29 15:17:56 UTC XXX followers, XXX engagements

"$CB gave a good overview of how large property works. Seems like pricing is on edge now with excessive capital"
@DJ_EBITDA Avatar @DJ_EBITDA on X 2025-07-23 16:17:32 UTC XXX followers, XXX engagements

"WSB is squeezing title insurance too How often do you see $STC and $FAF rallying like this Earnings can't be that good lol"
@DJ_EBITDA Avatar @DJ_EBITDA on X 2025-07-24 17:32:52 UTC XXX followers, XXX engagements

"Title insurance names are getting slaughtered today. $FNF $STC $FAF"
@DJ_EBITDA Avatar @DJ_EBITDA on X 2025-07-10 14:01:20 UTC XXX followers, 1518 engagements

"Once the $LNG sports bettings are out this afternoon I am gonna sell 230P expiring this Friday for free money"
@DJ_EBITDA Avatar @DJ_EBITDA on X 2025-07-21 14:25:29 UTC XXX followers, XXX engagements

"@CedarReseach $TRV and $WRB look the best here"
@DJ_EBITDA Avatar @DJ_EBITDA on X 2025-07-20 06:29:18 UTC XXX followers, XXX engagements

"@ActAccordingly Don't worry. It might tank for a while then it will rally back up LMFAO"
@DJ_EBITDA Avatar @DJ_EBITDA on X 2025-07-25 04:14:34 UTC XXX followers, XXX engagements

"TACO trade of the week is Brazil through $PBR. 2k 3/26 11P sold today and 14k 9/25 15P sold yesterday"
@DJ_EBITDA Avatar @DJ_EBITDA on X 2025-07-17 19:44:28 UTC XXX followers, XXX engagements

"Not many insurers advertise low volatility like $ORI (and $WRB and $IGIC too) in the age of hero ball"
@DJ_EBITDA Avatar @DJ_EBITDA on X 2025-07-24 13:15:05 UTC XXX followers, XXX engagements

"$FFH.TO seems to be printing money non stop"
@DJ_EBITDA Avatar @DJ_EBITDA on X 2025-07-13 17:46:49 UTC XXX followers, 1314 engagements

"@CedarReseach First painful lesson in insurance for me is better to overpay for $VRSK than the brokers"
@DJ_EBITDA Avatar @DJ_EBITDA on X 2025-07-30 13:49:27 UTC XXX followers, XX engagements

"@ConsensusGurus $SOFI is up XX% YTD. At least buy lotto put for this week lol"
@DJ_EBITDA Avatar @DJ_EBITDA on X 2025-07-28 04:16:37 UTC XXX followers, XXX engagements

"Looks $TRV and $HIG are AI-powered Insurtech too"
@DJ_EBITDA Avatar @DJ_EBITDA on X 2025-07-07 22:50:46 UTC XXX followers, XXX engagements

"Wow $CRI rallied XX% this week and earnings is tomorrow. At least buy some put options here"
@DJ_EBITDA Avatar @DJ_EBITDA on X 2025-07-24 17:31:11 UTC XXX followers, XXX engagements

"I am gonna need a scotch after this $KNSL roller coaster is over"
@DJ_EBITDA Avatar @DJ_EBITDA on X 2025-07-25 15:56:37 UTC XXX followers, XXX engagements

"WTF comps accelerated in 2Q Where is my stagflation"
@DJ_EBITDA Avatar @DJ_EBITDA on X 2025-07-15 03:36:58 UTC XXX followers, XXX engagements

"Look at the $RDDT IV. Citadel Securities is gonna have a great year"
@DJ_EBITDA Avatar @DJ_EBITDA on X 2025-07-28 23:42:03 UTC XXX followers, 1886 engagements

"P&C names I like for this: $PGR $WRB $AXS $ORI Life: $MET $UNM $JXN $LNC"
@DJ_EBITDA Avatar @DJ_EBITDA on X 2025-07-05 16:52:13 UTC XXX followers, XXX engagements

"$WRB looks juicy next Monday. Rates slow down narrative and risk on created a nice setup for surprise"
@DJ_EBITDA Avatar @DJ_EBITDA on X 2025-07-18 13:46:48 UTC XXX followers, XXX engagements

"$TRV and $PGR delivered good numbers. Even though the stocks traded like shit for a few months"
@DJ_EBITDA Avatar @DJ_EBITDA on X 2025-07-18 06:13:15 UTC XXX followers, XXX engagements

"$ROL is never gonna miss numbers with self insurance"
@DJ_EBITDA Avatar @DJ_EBITDA on X 2025-07-26 20:26:56 UTC XXX followers, XXX engagements

"$KNSL NPW consensus is just XXX% y/y. Looks like they will get away one more time. They can keep their 25x P/E for now"
@DJ_EBITDA Avatar @DJ_EBITDA on X 2025-07-24 17:49:19 UTC XXX followers, 1280 engagements

"$KNLS usually plunged after earnings. Seriously considering a put lotto for $KNSL tomorrow. The 450P looks ok"
@DJ_EBITDA Avatar @DJ_EBITDA on X 2025-07-24 02:55:00 UTC XXX followers, XXX engagements

"$WRB calls are always insightful: 1)MGAs are running for exits 2) large prop sucks and 3) most MGAs are idiots"
@DJ_EBITDA Avatar @DJ_EBITDA on X 2025-07-22 02:45:27 UTC XXX followers, XXX engagements