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@MultiMismanaged Avatar @MultiMismanaged PassiveBubble

PassiveBubble posts on X about $blnd, $sofi, $acn, $cost 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: XXXXXXXXX #

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Social category influence stocks XXXXX% finance XXXX% cryptocurrencies XXXX% technology brands XXXX% social networks XXXX%

Social topic influence $blnd #3, $sofi #274, $acn 2.31%, $cost #24, stocks 1.54%, accenture 1.54%, $rkt 1.54%, $pesi 0.77%, discord 0.77%, rare earth XXXX%

Top accounts mentioned or mentioned by @milehighmonk @degenlanecap @nghamsari @deepthinktrader @jtlonsdale @augustxbear @tradenot @kahnwaldcap @alphaporgs @pulte @averagedipbuyer @aletechview @updating_priors @dreddie27 @sandman7591 @kimongtv @theflycom @thehuntsman23 @fidelity @secscottbessent

Top assets mentioned RAI Finance (SOFI) Accenture (ACN) Costco Hot Dog (COST) Rocket Companies, Inc. (RKT) Louisiana-Pacific Corp. (LPX) Builders FirstSource, Inc. (BLDR) Amazon.com, Inc. (AMZN) Wormhole (W) Walmart, Inc. (WMT) JPMorgan Chase (JPM) Decentral Games ICE (ICE) Infosys Limited (INFY) Witnet (WIT) Cognizant Technology Solutions Corp (CTSH) Costco Wholesale Corporation (COST) Treehouse (TREE) CarMax, Inc (KMX) Capital One Financial Corp. (COF) Ally Financial, Inc. (ALLY) Peloton Interactive, Inc. Class A Common Stock (PTON) BRIGHT HORIZONS FAMILY SOLUTIONS INC. (BFAM)

Top Social Posts #


Top posts by engagements in the last XX hours

"I am hearing weak $SOFI securitization data that came out today shows credit deterioration across all vintages. At the same time it shows that the repayment rate is getting worse. This is what is weighing on $SOFI stock today"
X Link @MultiMismanaged 2025-09-29T14:44Z 1091 followers, XXX engagements

"Rare earth refining a potential new leg of the bull case $PESI"
X Link @MultiMismanaged 2025-10-14T14:19Z 1093 followers, 1192 engagements

"@pulte Also explains market reaction with homebuilders down today but stocks like $BLDR and $LPX in the green"
X Link @MultiMismanaged 2025-10-08T13:54Z 1089 followers, XXX engagements

"Thanks @NGhamsari I appreciate a CEO who will engage directly with shareholders. . Look forward to hearing what new account wins and product expansions $BLND achieved in Q3 / Q4"
X Link @MultiMismanaged 2025-10-07T13:24Z 1090 followers, XXX engagements

"$ACN AI strategy failure confirmation. Also some good reddit bathroom reading"
X Link @MultiMismanaged 2025-10-02T16:58Z 1091 followers, 1139 engagements

"Trying to sort out why $AMZN keeps lagging while $W and $COST and $WMT keep outperforming 🧐"
X Link @MultiMismanaged 2025-10-15T14:02Z 1093 followers, XXX engagements

"$BLND now less than XX% away from where PE firm Haveli was acquiring shares in the open market at the end of August. The risk / reward seems extremely favorable here on this pullback"
X Link @MultiMismanaged 2025-10-07T14:24Z 1090 followers, XXX engagements

"$RKT found support and now flipped green. Feels like the bottom is starting to come on the mortgage names. $BLND is starting to bottom is likely next"
X Link @MultiMismanaged 2025-10-09T17:28Z 1091 followers, XXX engagements

"$JPM spends a lot of time discussing the complexities of the mortgage process on the call as well as the need for automation. Could they be looking to outsource some of this work to a company like $BLND Seems very possible"
X Link @MultiMismanaged 2025-10-14T14:36Z 1093 followers, XXX engagements

"@updating_priors @KahnwaldCap Possible that $ICE would look to acquire $BLND as well. It feels like the situation is heating up with the Haveli ownership and a lot of VCs remaining on the capital table"
X Link @MultiMismanaged 2025-10-14T15:47Z 1093 followers, XXX engagements

"BPO names getting wrecked today on terrible TCS outlook. $ACN $INFY $WIT $CTSH. This is just the beginning. AI is not a good thing for outsourced IT body-shop model charging by the hour"
X Link @MultiMismanaged 2025-07-10T13:45Z 1091 followers, 3050 engagements

"@AverageDipBuyer This is just a securitization of a pool of their personal loans. Similar to what they put on their balance sheet. $SOFI doesnt do subprime in the strict sense of the definition"
X Link @MultiMismanaged 2025-10-02T18:41Z 1090 followers, XXX engagements

"About as close to shouting SELL on $COST as you'll see a sellside shill get. "COST: Costco's premium valuation already captures premium offering says DA Davidson DA Davidson keeps a Neutral rating and $1000 price target on Costco after its Q4 results. The company reported another very strong quarter including XXX% total comps and XXX% comps ex. gas price changes and FX but to the extent that sales were already known due to their monthly reporting the incremental numbers from the print and call were "mixed" - membership fee income topped estimates but EBIT dollars were "slightly below"
X Link @MultiMismanaged 2025-09-26T12:26Z 1092 followers, XXX engagements

"What happens when you put a lawyer in charge of a technology company $ACN"
X Link @MultiMismanaged 2025-09-28T12:28Z 1091 followers, XXX engagements

"My take is that @pulte and the administration want the homebuilders to build more and reduce prices even if it hurts their margins / returns. This might hurt the homebuilder stocks in the short term but should help to kickstart housing turnover and help boost mortgage volumes for $RKT / $BLND"
X Link @MultiMismanaged 2025-10-08T13:51Z 1088 followers, 1013 engagements

"$TREE just planning to stay halted all day Been halted for XX minutes. Anyone have a clue what is going on"
X Link @MultiMismanaged 2025-10-13T15:01Z 1092 followers, 1031 engagements

"Yippit data out on $SOFI this morning showing PL volume down huge. That plus the Fitch report yesterday highlighting credit issues are weighing on the stock"
X Link @MultiMismanaged 2025-10-03T13:39Z 1090 followers, 35.3K engagements

"$COST posts decelerating comps declining renewal rate and the most expensive retailer of any size on the planet. Operating margins declined 6bps yoy not a great sign that a retailer trading at 50x P/E can't get leverage on positive X% comps when the comps are decelerating. The company is now openly acknowledging what I was saying earlier this year which is that their discretionary products are under pressure. If they hadn't opened the store an additional hour for premium members the comps would have been 100bps+ lower. Meanwhile $AMZN grows much faster actually innovates and trades at 25x"
X Link @MultiMismanaged 2025-09-26T12:17Z 1092 followers, 7105 engagements

"Have been mostly uninvolved in the AI cycle since making a lot on the Deepseek crash earlier this year but am now leaning decently short it. The capex numbers are starting to get too big when I look at the promises for 2026 to 2027 time frame. If demand doesn't materialize in a big way it feels like the flywheel crashes. From a technical standpoint it feels good as the market is being propped up by mostly extremely speculative stocks that have little valuation support"
X Link @MultiMismanaged 2025-10-15T19:54Z 1093 followers, XXX engagements

"$KMX . Not a great datapoint for consumer finance $ALLY $SOFI $COF CarMax Auto Finance.(4) CAF income decreased XXXX% to $XXXXX million as an increase in the provision for loan losses outweighed growth in CAFs net interest margin percentage. This quarters provision for loan losses was $XXXXX million compared to $XXXXX million in the prior years second quarter. The provision for loan losses in the second quarter of fiscal 2026 included an increase of $XXXX million in our estimate of lifetime losses on existing loans primarily due to worsening performance among the 2022 and 2023 vintages."
X Link @MultiMismanaged 2025-09-25T15:44Z 1093 followers, XXX engagements

"$PTON stock just casually down XX% on no news. Feels like a consumer pod or two got tapped on the shoulder today"
X Link @MultiMismanaged 2025-10-07T19:07Z 1090 followers, XXX engagements

"Recently initiated a new short in the child daycare center operator $BFAM (Bright Horizons). Putting aside the fact that they clearly have weak hiring and training practices demonstrated by horrible abuse at their Columbus Circle location the proliferation of Universal PreK lead by California is already pressuring enrollment and this pressure is going to continue to grow. If Mamdani is elected expect a big push towards Universal PreK in NYC. They are a premium product but clearly have issues with controls and California and New York are two of their biggest states. The stock still trades at"
X Link @MultiMismanaged 2025-08-27T14:27Z 1090 followers, XXX engagements