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@gordocap18 Avatar @gordocap18 dg

dg posts on X about $fico, $spgi, $efx, $rkt the most. They currently have XXXXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.

Engagements: XXX #

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Mentions: XX #

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Followers: XXXXX #

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CreatorRank: XXXXXXXXX #

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Social Influence #

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

Social topic influence $fico #22, $spgi #12, $efx #14, $rkt #69, rates #938, fed #1693, tariffs 1.71%, inflation #1858, mortgage rate #93, upside #632

Top accounts mentioned or mentioned by @evrgn11112231 @contrariancurse @at50w50882 @macaronicapital @racetrack275 @pythiar @southernvalue95 @johnhuber72 @ramcocapital @larryjamieson @returnoncap @theshahrestani @compoundpapi @sleepwellcap @cloneinvestor @roicaholic76 @fabknowledge @marcslans @ssgy12356 @realroseceline

Top assets mentioned Fair Isaac, Corp. (FICO) S&P Global Inc (SPGI) Effect.AI (EFX) Rocket Companies, Inc. (RKT) Goldman Sachs (GS) Taiwan Semiconductor (TSM) Moody's Corporation (MCO) Spotify Technology (SPOT) Warner Music Group, Co. (WMG)

Top Social Posts #

Top posts by engagements in the last XX hours

"$FICO direct licensing is a game-changer. Resellers can now distribute scores directly. Two pricing options: $10/score (2x todays take) or $XXXX + $XX success fee per closed loan. Either way FICO captures the bureau markup driving big EPS upside in FY26 and beyond"
X Link @gordocap18 2025-10-02T22:11Z 1042 followers, 1257 engagements

"Mortgage refinance applications jumped XX% w/w last week as the 30-year fixed rate mortgage fell to the lowest level since last September. $FICO $EFX $RKT"
X Link @gordocap18 2025-09-17T14:30Z 1042 followers, 2131 engagements

"I bought $SPGI today. Its the cheapest it has been in a decade relative to the S&P XXX. Its not a bargain but GDP growth + price hikes + buybacks = XX% return. Good value in a frothy market. I also think the market is underpricing the bull case for AI-driven margin expansion"
X Link @gordocap18 2025-09-25T16:05Z 1042 followers, 12.1K engagements

"New note from Goldman Sachs on $ASML moat: Chinas lithography is XX years behind ASML. With a monopoly on EUV ASML is the tollbooth that Taiwan Semiconductor Manufacturing Company and NVIDIA must pay to build advanced AI chips"
X Link @gordocap18 2025-09-01T17:03Z 1042 followers, 39.3K engagements

"Dev Kantesaria on $SPGI: AI could substantially reduce labor costs driving significant margin expansion. Many tasks currently performed by analysts may be automated and this technological advancement could push operating margins to XX% in the future"
X Link @gordocap18 2025-10-01T17:08Z 1042 followers, 26K engagements

"WSJ article this morning on the impending refi boom as mortgage rates fall. Rates and volumes are non-linear with a material inflection in activity if mortgage rates drop below 6%. $EFX $FICO and $RKT are the most levered to a rebound in mortgage activity"
X Link @gordocap18 2025-08-31T17:33Z 1042 followers, 21.1K engagements

"One of them just got kinda cheap $SPGI"
X Link @gordocap18 2025-09-25T22:52Z 1042 followers, 3236 engagements

"Wedgewood Partners bull case for $SPGI: a high-quality near-monopoly business whose ratings segment thrives when rates fall. With a structural bias toward looser policy and a looming wave of debt refis its poised to benefit disproportionately offering strong earnings upside"
X Link @gordocap18 2025-10-02T23:26Z 1042 followers, 11.3K engagements

"$FICO $EFX $RKT still in the 3rd inning of this trade as Powell concedes risks to labor market risks of inflation. Tariffs inflation (one-time price adjustment). Fed funds rate should be 100bps lower. FICO + EFX have huge EPS upside once mortgage rates are 6%"
X Link @gordocap18 2025-08-22T15:05Z 1042 followers, 2216 engagements

"Morningstar estimates that $MCO and $SPGI have raised prices by XX% annually over the past few decades. The pricing power of CRAs stems from strong network effects the interest savings they enable and the relatively low cost of ratings compared to total underwriting expenses"
X Link @gordocap18 2025-09-26T01:30Z 1042 followers, 20.6K engagements

"Can someone who is knowledge on the subject please explain why the music labels $UMG $WMG latent pricing power thesis hasnt played out Is it a function of $SPOT gaining share and strengthening their negotiating leverage over the labels cc: @SleepwellCap @compoundpapi @RadnorCapital"
X Link @gordocap18 2025-08-23T17:21Z 1042 followers, 6775 engagements

"Anyone interested in the $FICO announcement and the credit bureaus should give this a read. @Larryjamieson_ is the best in the biz"
X Link @gordocap18 2025-10-03T00:56Z 1042 followers, 4679 engagements