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@NemoThematic Avatar @NemoThematic The Thematic Investor

The Thematic Investor posts on X about meta, $meta, $len, business the most. They currently have XX followers and XX posts still getting attention that total XX engagements in the last XX hours.

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Social Influence

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

Social topic influence meta 3.64%, $meta 3.64%, $len #16, business 3.64%, mortgage rate #180, $kbh #7, markel corp 1.82%, insurance 1.82%, $mkl 1.82%, businesses XXXX%

Top assets mentioned Metadium (META) Lennar Corporation (LEN) KB Home (KBH) Markel, Corp. (MKL) Monetha (MTH) Alphabet Inc Class A (GOOGL) Crowdstrike Holdings Inc (CRWD) Convex Finance (CVX) Moderna Inc (MRNA) Regeneron Pharmaceuticals Inc (REGN) Walmart, Inc. (WMT) Costco Hot Dog (COST) PepsiCo, Inc. (PEP)

Top Social Posts

Top posts by engagements in the last XX hours

"$MKL (Markel Corp) runs their own version called Markel Venturesusing specialty insurance float to acquire businesses they hold for decades. It's the Berkshire playbook in miniature but with laser focus"
X Link 2025-11-01T15:31Z XX followers, XXX engagements

"While oil prices grab headlines the infrastructure plays offer something better: predictable revenue streams. These companies get paid for volume moved not commodity prices. Boring Yes. Profitable Potentially very"
X Link 2025-12-04T15:28Z XX followers, XX engagements

"$META gets a massive boost too. Zuckerberg's advertising machine already knows what you do inside Facebook and Instagram. Now imagine it knowing what you search for everywhere else. That's billions in ad revenue that could shift away from Google's ecosystem"
X Link 2025-12-06T14:36Z XX followers, XX engagements

"The key players positioned for this $LEN (Lennar Corp) - one of America's largest homebuilders operating in high-growth markets. Their business model absolutely thrives when mortgage rates fall"
X Link 2025-12-06T15:16Z XX followers, XX engagements

"Then there's $KBH (KB Home) - they specifically target first-time buyers the demographic most sensitive to rate changes. And $MTH (Meritage Homes) focuses on energy-efficient homes in booming markets"
X Link 2025-12-06T15:16Z XX followers, XX engagements

"Regeneron's lymphoma trial didn't just succeed - it achieved something almost unheard of in oncology. XXX% complete response rate. In a field where 30-40% response rates make headlines this feels like witnessing a different game entirely"
X Link 2025-12-07T15:17Z XX followers, XX engagements

"The shift from chemo to precision immuno-oncology is just beginning. Want the full breakdown on these next-gen cancer therapies and the companies driving them Read the complete analysis: #Cancer #Biotech #ImmunoOncology #Breakthrough #Regeneron #Moderna #Gilead"
X Link 2025-12-07T15:18Z XX followers, XX engagements

"$GOOGL has spent XX years figuring out who you are and how old you are. Packaging that know-how into a compliance service for other platforms seems like printing money. Meanwhile $META has to spend billions to comply - money that flows to specialist providers"
X Link 2025-12-09T15:13Z XX followers, XX engagements

"This creates opportunities across the entire ecosystem: Okta for identity management CrowdStrike for securing these new databases and countless specialists selling the 'shovels and pickaxes' of this digital gold rush. The internet's age of anonymity is ending"
X Link 2025-12-09T15:13Z XX followers, XX engagements

"$PEP's price-cutting strategy creates a fascinating ripple effect. When premium brands are forced to compete on price guess who wins The discount retailers who built their entire business model for exactly this moment"
X Link 2025-12-09T16:21Z XX followers, XX engagements

"The shovel sellers are positioning for a multi-year upcycle. Want the full breakdown of how to play Chevron's expansion beyond just buying $CVX #Investing #Energy #OilStocks #DeepwaterDrilling #Chevron #Halliburton #Schlumberger"
X Link 2025-12-04T15:28Z XX followers, XX engagements

"Here's the simple math: When the Fed cuts rates borrowing gets cheaper. Lower mortgage rates = more buyers off the sidelines. Companies like $LEN and $KBH suddenly look a lot more attractive as order books start to swell"
X Link 2025-12-06T15:16Z XX followers, XX engagements

"The secret Bispecific antibodies - think molecular matchmakers that grab your immune cells and physically connect them to cancer cells saying "this one doesn't belong here." It's precision warfare vs chemotherapy's sledgehammer approach"
X Link 2025-12-07T15:17Z XX followers, XX engagements

"$REGN leads this revolution but they're not alone. $MRNA is creating personalized cancer vaccines using the same tech that gave us COVID shots - basically taking mugshots of your unique tumor to train your immune system"
X Link 2025-12-07T15:17Z XX followers, XX engagements

"$WMT and $COST aren't just surviving this shift - they're thriving. Their value proposition gets stronger when suppliers like PepsiCo slash prices. It's almost elegant: supplier desperation becomes retailer margin expansion and reinforces their competitive moat with price-sensitive consumers"
X Link 2025-12-09T16:21Z XX followers, XX engagements