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@ErnestWongBWM Ernest WongErnest Wong posts on X about $nflx, ai, strong, gas the most. They currently have XXXXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.
Social category influence stocks XXXXX% finance XXXXX% gaming XXXX% fashion brands XXXX% countries XXXX% social networks XXXX% technology brands XXXX%
Social topic influence $nflx #244, ai 8.57%, strong 5.71%, gas 5.71%, apple 5.71%, $atdto #10, food 5.71%, hbo #274, $csuto #35, leonard #406
Top accounts mentioned or mentioned by @barryschwartzbw @buccocapital @compound100x @trend_bullish @trevorrose @baystreetamber @liensofnewyork @badnewsbarnes @tidefallcapital @bizalmanac @thebenschmark @jukan05 @bubleqe @tsoh_investing @thaddeus_hatter @dabao_ @everydaycap @raphisavitz @divgrojourney @augusto04934397
Top assets mentioned Netflix Inc (NFLX) Shopify Inc (SHOP) Kosmos Energy Ltd. (KOS) Copart, Inc. (CPRT) Warner Bros Discovery, Inc. (WBD) Vertiv Holdings Co (VRT)
Top posts by engagements in the last XX hours
"Seeing a lot of takes about $NFLX trading at 50x earnings. For $NFLX the only thing that matters is whether they can grow viewership. If they are successful the incremental margins are so strong that the current P/E Ratio is basically irrelevant"
X Link 2025-10-22T19:49Z 9261 followers, 18.8K engagements
"High level overview of Canadian Banks: - Wealth Mgmt + Capital Markets good. benefitting from strong markets - Canadian economy weak: unemployment rising esp in GTA still mortgage renewal shocks tariff risks - Balance sheets are healthy. supports dividend hikes"
X Link 2025-12-04T17:11Z 9261 followers, 9848 engagements
"@buccocapital It is extremely pro-consumer. New price is going to be lower than the current standalone Netflix + Max price with superior UX for subscribers"
X Link 2025-12-06T02:31Z 9260 followers, 25.8K engagements
"@liensofnewyork $Z and $RMV.L"
X Link 2025-10-31T14:15Z 9262 followers, XXX engagements
"$TOU.TO: Everything needs natural gas"
X Link 2025-11-10T14:28Z 9260 followers, 6996 engagements
"Lots of "fallen angel" compounders trading with no capital allocation premium today"
X Link 2025-11-24T14:22Z 9261 followers, 16.1K engagements
"Am I wrong to think that $KO's reported organic revenue growth (i.e. ex-FX) is misleading as a large chunk of pricing especially in emerging markets is specifically to offset FX"
X Link 2025-11-24T21:32Z 9260 followers, 4921 engagements
"$ATD.TO needs to raise its game on food"
X Link 2025-11-25T14:56Z 9261 followers, 7107 engagements
"Bruce Flatt saying the quiet part out loud: Data centers and AI Factories are fundamentally real estate. which is highly cyclical consumes large sums of money and needs leverage to get good returns"
X Link 2025-12-03T16:56Z 9261 followers, 17.5K engagements
"If there are cracks in the Canadian economy you will see it in the alt lenders rather than the Big X who are increasingly just focusing on prime + super prime borrowers/clients in both Retail and Commercial"
X Link 2025-12-04T17:14Z 9261 followers, 1693 engagements
"Spent a day thinking about it and the Netflix deal for Warner Bros is one of the most fascinating deals I've ever seen"
X Link 2025-12-06T20:17Z 9262 followers, 8118 engagements
"If Netflix can increases domestic ARPU by XX% to $XX per month by weaning itself off distributor revenue share through bundling with Netflix would add $2.1b of profit. Internationally this is more pronounced: HBO Max currently has XX million subs paying $XXXX per month"
X Link 2025-12-08T03:55Z 9260 followers, 2934 engagements
"HBO Max's key international distributor deals (Bell in Canada Sky in Europe) mostly end in 2026. Suppose Netflix can drive XX% penetration of HBO Max across its 220m international sub base at $X per month would triple HBO Max's international revenue to $X billion"
X Link 2025-12-08T03:55Z 9260 followers, 2793 engagements
"@TheBenSchmark @jukan05 "Constellation Hardware"๐"
X Link 2025-12-08T19:25Z 9262 followers, XXX engagements
"The main worry for $CSU.TO is NOT fears about AI but rather the pace of M&A going forward especially with Mark Leonard out as CEO. Year-to-date CSU has done less M&A than last year and has not done a single large deal outside of Cipal at $TOI.V"
X Link 2025-11-10T16:48Z 9261 followers, 29.4K engagements
"The market underappreciates the thoughtfulness with which $CSU.TO has developed their capital allocation philosophy. Just go back and listen to some of their old AGMs. there is no company that has institutionalized good capital allocation to the degree that $CSU.TO has"
X Link 2025-11-10T20:22Z 9261 followers, 18.4K engagements
"Specific topics discussed: - Whether $ATD.TO can meaningfully compete in food - $CPRT's underinsurance problem - $NFLX's opportunity with $WBD"
X Link 2025-12-05T04:25Z 9261 followers, 5461 engagements
"I believe Netflix's proposed deal for Warner is wildly misunderstood by nearly all parties. Netflix's play is NOT to acquire Warner to add HBO content into Netflix but use its reach to make HBO Max reach its full potential a standalone service. ๐งต $NFLX"
X Link 2025-12-08T03:55Z 9261 followers, 89.8K engagements
"Bear thesis for $VRT"
X Link 2025-12-09T18:24Z 9261 followers, 3466 engagements