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@Fierce__beast Avatar @Fierce__beast Fierce_beast

Fierce_beast posts on X about $fds, $rhi, $udmy, $morn the most. They currently have XXXXX followers and XXX 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: XXXXXXX #

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Social Influence #

Social category influence stocks XXXX% technology brands XXXX% finance XXXX% cryptocurrencies XXXX% countries XXXX%

Social topic influence $fds #17, $rhi #3, $udmy #1, $morn #6, prediction #2947, $tbi #3, $hqi #1, $ai4 #1190, stocks 1.12%, debt XXXX%

Top accounts mentioned or mentioned by @sharpeshark @joinyellowbrick @jpsinvestments @jonrice80 @anshulpuri0 @arbsensei @atelicinvest @pythiar @lennygrover @luckypenguin10 @jojocapital @partnersroad @robotnyc1 @bmb21 @uzocapital @icaruschaser @optionsly @invest091 @mioziobor @jukanlosreve

Top assets mentioned Factset Research Systems, Inc. (FDS) Robert Half International Inc (RHI) Morningstar, Inc. (MORN) Artificial Intelligence (AI4) Thomson Reuters Corporation (TRI) Monolithic Power Systems, Inc. (MPWR) NVIDIA Corp. (NVDA) Pinterest, Inc. (PINS) TERADATA CORPORATION (TDC) Wownero (WOW) Newell Brands Inc (NWL) Cook Protocol (COOK) DENTSPLY SIRONA Inc (XRAY) Carter's Inc. (CRI) Ziff Davis, Inc. Common Stock (ZD) Adobe, Inc. (ADBE) Alphabet Inc Class A (GOOGL) CBIZ, Inc. (CBZ) COTY INC (COTY) aelf (ELF) Elcoin (EL) ASGN Incorporated (ASGN) Accenture (ACN) Workday Inc (WDAY) Cream (CRM) NerveNetwork (NVT) Coldstack (CLS)

Top Social Posts #

Top posts by engagements in the last XX hours

"The dario prediction about mass unemployment may have been overly alarmist but still a lot of these studies seem to be coming out these days. What strikes me with a company like $RHI though is that for some reason revenue declines seem to reflect some sort of execution issue as well as perhaps pressure on their end markets. Same issue with $TBI and $HQI and $ZIP"
X Link @Fierce__beast 2025-09-01T16:47Z 1652 followers, 1435 engagements

"$PINS could be a decent short before mixboard with IG taking share Seems now even more unlikely to see a growth inflection"
X Link @Fierce__beast 2025-09-25T13:57Z 1649 followers, 1436 engagements

"Lol chatgpt just spits out a great bear thesis on stocks. Here's one for $UDMY: UDMY: a concentrated bear thesis (as of Oct XX 2025) 1) Growth looks stalled not inflecting Latest quarter (Q225) revenue grew just X% YoY to $199.9M; managements FY25 guide of $784$794M implies roughly flat revenue vs. FY24 ($786.6M)hard to support a premium multiple if the top line isnt expanding. SEC+1 The engine thats supposed to carry the storyUdemy Business (UB)isnt accelerating: ARR up only X% YoY to $520M and UB revenue up 7%. Customer count rose just X% YoY to 17107. Thats mature-company growth not a"
X Link @Fierce__beast 2025-10-15T15:01Z 1652 followers, XXX engagements

"@StraightCap_ oh you're long"
X Link @Fierce__beast 2025-10-15T18:09Z 1653 followers, XX engagements

"i just wrote up a short on this $udmy. the chance of XX% adj. ebitda margin without a big slowdown in revenue growth just seems impossible right now. let's see how the next q shapes up i guess"
X Link @Fierce__beast 2025-10-17T00:16Z 1652 followers, XXX engagements

"@Texas_Tea_Party @jojo_capital I re-initated the $MORN short recently after the $FDS results. Ty on pitchbook i will add more i think"
X Link @Fierce__beast 2025-09-21T20:51Z 1652 followers, XXX engagements

"Some short ideas. Which one looks juiciest: Current Ratio X Debt to equity X X year sales growth negative Sales growth TTM negative $ODP $TDC $blmn $wow $nrc $nwl $thry $hlly $crnc $cook $fosl $xray $cri"
X Link @Fierce__beast 2025-08-28T15:15Z 1649 followers, 4481 engagements

"the short case for $zd $ttgt $tead $tbla etc etc etc"
X Link @Fierce__beast 2025-07-30T19:05Z 1653 followers, 4281 engagements

"it's been the same idea as what happened to $ADBE. i see competitors to $FDS that can do XX% of what factset does for XX% or less of the monthly price. $MORN seems also implicated here. financial data or other types of analytics providers may be very pressured by 1) less users 2) pricing pressure"
X Link @Fierce__beast 2025-09-21T16:49Z 1652 followers, 2301 engagements

"$goog buying more because X. it might sell TPUs X. it might win as the #1 consumer app vs openai X. it might face less antitrust issues in search and ads now X. it has better data and expertise in ads vs openai X. they have freaking demis hassabis leading their AI initiative X. trades at like 23x 2026 eps X. it might win in enterprise biz vs anthropic. their new coding model might exceed or be close enough to anthropics right now that people switch X. the process trillions of customer tokens via their cloud business X. they're gonna implement some amazing new ad mediums like this shopping"
X Link @Fierce__beast 2025-10-08T16:10Z 1652 followers, 1740 engagements

"I've been short $CBZ which seems to have had some problems before but this seems like the ideal company for much its value to largely be commoditized by AI"
X Link @Fierce__beast 2025-09-15T16:57Z 1650 followers, XXX engagements

"focus is on $COTY today. an long now after being short. I think there is at least XX% upside on a conservative estimate of the multiple they get on the color cosmetics/brazil business sales and using proceeds to pay down debt i think a multiple revision to 1.8x ev/s is fair. $EL trades for over 2.5x. currently $coty is at 1.3x ev/s just preliminary work still doing analysis but yes it looks interesting finally"
X Link @Fierce__beast 2025-09-30T16:01Z 1652 followers, 2758 engagements

"I guess my previous PT for $MPWR of 922/sh needs to be upped a little given the certainty around them being in $NVDA next gen chips and the Enterprise Data segment not being down as much as expected. Anyone follow me into this one Operator owner AI beneficiary that not many people seem to have thought about. But a great LT track record of share gains margin expansion and a bright future in robotics perhaps as well as insane needs for power in next gen chips which might require a lot more content/chip for what MPWR provides"
X Link @Fierce__beast 2025-10-15T14:57Z 1652 followers, XXX engagements

"I am short $UDMY PT 4.5/sh for XX% downside it has 2.5/sh in net cash but think the chances of it attaining a breakeven fcfe level is unlikely if they are unable to reaccelerate revenue growth. So the equity stub is worth very little. They need at least XX% adj. EBITDA margins by my estimate to break even on FCFE. If the enterprise continues to decelerate total revenue growth will be negative in a few quarters and the chance of reaching scale will become extremely remote. I think they'll maybe earn .25/sh of FCFE by 2027 but they may need to sacrifice growth to obtain this. I've provided one"
X Link @Fierce__beast 2025-10-16T15:30Z 1652 followers, 3674 engagements

"part of the short case for $RHI $TBI $HQI "Artificial intelligence is already starting to take a "disproportionate" bite out of entry-level job opportunities in certain fields according to a paper from Stanford researchers published this week. Analyzing ADP data the study found a XX% employment decline for workers aged 22-25 in jobs deemed "most exposed" to AI like software development and accounting. More experienced workers in those same fields saw little disruption. The study also noted far less disruption in occupations where AI is used to augment work versus those where it is used to"
X Link @Fierce__beast 2025-08-29T12:43Z 1652 followers, 4957 engagements

"lot's of staffing IT hours are getting decimated. $RHI or $ASGN are good examples of this. $ACN too. $KFRC is an IT specialist"
X Link @Fierce__beast 2025-07-29T16:02Z 1653 followers, XXX engagements

"how about $wday"
X Link @Fierce__beast 2025-10-01T11:11Z 1651 followers, 1114 engagements

"$mpwr seems to be holding on $NVDA share"
X Link @Fierce__beast 2025-10-01T03:59Z 1651 followers, 1029 engagements

"Is this the secret sauce to success in investing Who knows but I feel like if you really want to to learn about a stock stuff like this will be very table stakes. I am short stocks like $MKTW $FDS as I am almost completely convinved that financial research is going to be completely personalized to you and curated content will be completely available to you 24/7 via ChatGPT or Gemini in a few years. This will put insane pressure on pricing and subscribers for various knowledge based content services and products. There are dozens of stocks maybe more that could be massively impacted if this"
X Link @Fierce__beast 2025-08-01T20:31Z 1652 followers, 1114 engagements

"@TheTranscript_ whoahhhhhh where's $nvt"
X Link @Fierce__beast 2025-09-21T21:55Z 1651 followers, XXX engagements

"I've been short $FDS since this post. There is a lot of potential for disruption and generally a headwind of less seats and harder time to upsell new AI features (commoditized). Started shorting $TRI and reopened the $MORN short. $FDS is close to my PT but i see more downside"
X Link @Fierce__beast 2025-09-21T16:30Z 1652 followers, 4758 engagements

"$CLS Sold about 1/3rd of the original position. Anyone else get a piece of this one It's far above my PT like XX% but am deciding to keep holding some for now. I don't really know if this is a good idea Bought it originally around 14x NTM EPS now trades for 40x NTM EPS. insane multiple re-rate"
X Link @Fierce__beast 2025-10-16T14:00Z 1652 followers, XXX engagements