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@RedshirtInsight Redshirt Insight | AI & Investing
Redshirt Insight | AI & Investing posts on X about $csuto, $rddt, $atdto, #ai the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.
Engagements: XXXXX #
- X Week XXXXXX -XX%
- X Month XXXXXXX +17%
- X Months XXXXXXX +194%
- X Year XXXXXXX +14,751%
Mentions: XX #
- X Week XXX -XXXX%
- X Month XXX +15%
- X Months XXX +35%
- X Year XXXXX +10,619%
Followers: XXXXX #
- X Week XXXXX -XXXX%
- X Month XXXXX -X%
- X Months XXXXX +54%
- X Year XXXXX +215%
CreatorRank: XXXXXXXXX #
Social Influence #
Social category influence finance XXXXX% stocks XXX% technology brands XXXX% social networks XXXX% countries XXX% cryptocurrencies XXX%
Social topic influence $csuto 6.33%, $rddt 4.07%, $atdto 3.17%, #ai 2.26%, meta 2.26%, $meta 2.26%, $googl 2.26%, $baba #26, googl 1.81%, baba #1340
Top accounts mentioned or mentioned by @grok @bigpoppastonk @openai @kairospraxis @newcomerinvest @thejobchick @vanisleinvestor @ernestwongbwm @vijarkohli @whitecoatmafia @permastonks @vickyevol @neilpatel @pointbreakout @simeonresearch @mohnishpabrai @ajbutton2 @no_cap_cap @100x_bagger @tidefallcapital
Top assets mentioned Reddit, Inc. (RDDT) Metadium (META) Alphabet Inc Class A (GOOGL) Alibaba Group (BABA) Snap, Inc. (SNAP) Recursion Pharmaceuticals, Inc. Class A Common Stock (RXRX) Amazon.com, Inc. (AMZN) Brookfield Infrastructure Corporation Class A Subordinate Voting Shares (BIPC) Hilton Hotels Corporation Common Stock (HLT) Booking Holdings Inc (BKNG) Airbnb Inc (ABNB) Marriott International Inc (MAR) Choice Hotels Intnl. (CHH) FUNtoken (FUN) DAOLaunch (DAL) TripAdvisor, Inc. (TRIP) TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT) Tyler Technologies, Inc. (TYL) Roper Technologies Inc (ROP) NVIDIA Corp. (NVDA) Shopify Inc (SHOP)
Top Social Posts #
Top posts by engagements in the last XX hours
"$CSU.to (Vela) in Australia has acquired the Retail and Data solutions business from Cox Automotive"
@RedshirtInsight on X 2025-07-22 13:16:07 UTC 2060 followers, XXX engagements
"@VijarKohli Thank you for reposting. Been a part-owner and follower of $CSU.to and Mark Leonard for a while now. Happy to share this and more" @RedshirtInsight on X 2025-06-26 16:06:27 UTC 2062 followers, XXX engagements
"$ATD.to and $BRK are in our coverage universe. I have no crystal ball on this one except that I know Buffett's circle of competence are truck stops and convenience stores. If and that's a big IF Alimentation Couche-Tard does figure out a way to acquire 7&i / 7-Eleven and needs to divest hundreds/thousands of stores in the US to throw the US anti-comp regulators off the scent then I think Abel and Buffett should be ready to pull the trigger. I hope they can get this done. Wouldn't that be lovely for all involved" @RedshirtInsight on X 2025-07-14 19:54:02 UTC 2060 followers, 5649 engagements
"Didn't intend this to be a $RDDT megathread but at this point it might as well as I initiate coverage of this company. The primary thesis for this company especially in the world of #AI is that it has a traditional flywheel and also one that AI might accelerate both in the top line and bottom lines which we'll get to in a minute. I'd like to briefly touch upon the different entities in the flywheel. USERS: They are the be all end all. In RDDT's case there are people who are looking for a specific answer or those that browsing the feed or subreddits on their hunt. ADVERTISERS: It seems like" @RedshirtInsight on X 2025-07-07 18:58:17 UTC 2062 followers, XXX engagements
"BREAKING: $ATD.to on their interest in acquiring 7-Eleven (7&i) Withdrawing from it's proposal to acquire them due to "lack of engagement" from the acquiree" @RedshirtInsight on X 2025-07-16 22:42:36 UTC 2060 followers, 11.4K engagements
"Does anyone know here if $BABA has a big advertising business" @RedshirtInsight on X 2025-07-16 16:47:19 UTC 2063 followers, 2025 engagements
"@thejobchick What year will a Walmart greeter be a humanoid robot" @RedshirtInsight on X 2025-07-20 11:54:20 UTC 2060 followers, 2480 engagements
"How $RDDT stands out in the #AI landscape" @RedshirtInsight on X 2025-07-18 19:51:00 UTC 2062 followers, XXX engagements
"BREAKING: Alimentation Couche-Tard $ATD.to after stopping the acquisition process for 7-Eleven has reinstated its share buyback program for the year. Authorized to purchase up to XX% (or 77M) of outstanding shares which stand at 948M" @RedshirtInsight on X 2025-07-21 12:24:43 UTC 2062 followers, XXX engagements
"The OG of digital marketing @neilpatel wrote a piece recently on how to properly use Reddit as an emerging critical advertising surface. It's a porthole into how Reddit is becoming even more relevant and it has implications on how strong $RDDT's moat is and how they'll continue to juice their economic flywheel in years to come -- a 🧵. #investors $META $SNAP" @RedshirtInsight on X 2025-07-16 13:53:25 UTC 2062 followers, 1712 engagements
"@NewcomerInvest Great news for all involved $T.to $BIPC" @RedshirtInsight on X 2025-07-17 11:48:18 UTC 2061 followers, XX engagements
"Taobao growing with local language version. $BABA" @RedshirtInsight on X 2025-07-24 02:43:28 UTC 2062 followers, 3402 engagements
"Featuring Volaris Group of $CSU.to on how it's building a mini-empire in the Nordic countries" @RedshirtInsight on X 2025-07-22 13:14:43 UTC 2062 followers, XXX engagements
"Constellation Software (Volaris) $CSU.to just shared their blueprint for M&A and what they look for. They published a 60-page guide showing exactly how it wins software acquisitions. Heres what shareholders should pay attention to🧵 $TOI.v $LMN.v #VMS #privateequity #rollups #investing" @RedshirtInsight on X 2025-06-25 20:17:46 UTC 2062 followers, 29.3K engagements
"Punchcard investing. Thats our jam here at @RedshirtInsight. Covering $CSU.to $META $RDDT $BABA $BRK $ATD.to $MTY.to $RXRX $GOOGL" @RedshirtInsight on X 2025-07-19 22:48:19 UTC 2062 followers, XXX engagements
"Oft overlooked point about $RDDT and the long tail isnt just long but fat too" @RedshirtInsight on X 2025-07-17 11:37:54 UTC 2062 followers, XXX engagements
"$CSU.to I've been a one-time Founder business owner. And it was a #SaaS product. Around the same time I realized there were others that were already doing the same -- Mark Leonard of Constellation since 1995. I think I originally really clued into them in around 2009 and didn't really invest until I had my own software company up and running which was around 2013. Full disclosure I've been a shareholder since and I own a sizeable portion of the company. Through the years I've actually email ML a couple times (and he replied) and I've been a fan of ML for years and also the company. It's" @RedshirtInsight on X 2025-07-09 15:22:27 UTC 2062 followers, XXX engagements
"#AI is eating the world starting with base energy supplies. #OOTT #nuclear #renewables #BatteryStorage" @RedshirtInsight on X 2025-07-23 14:01:45 UTC 2060 followers, XXX engagements
"this is a random question but any of ya'll out there know of analysts (pro or amateur) that focuses on the leisure travel industries $BKNG $ABNB $MAR $HLT $CHH $FUN $DAL $TRIP" @RedshirtInsight on X 2025-07-17 13:06:41 UTC 2062 followers, XXX engagements
"does $csu.to have an invisible psychological ceiling at 5k" @RedshirtInsight on X 2025-07-23 13:51:59 UTC 2062 followers, 2371 engagements
"The Importance of Effective Exit Planning and the Role of M&A Slide XX For many sellers this isnt just a deal. Its their exit from the game. Volaris positions itself not as a buyer but as a retirement partner. That framing hits different especially for founder-led mission-critical software. /13" @RedshirtInsight on X 2025-06-25 20:17:53 UTC 2061 followers, XXX engagements
"$CSU.to This is what it looks like when Constellation gives its operating groups room to go deep instead of wide. Modaxo sits under Constellation Software $CSU.TO and focuses just on people-moving tech i.e. transportation. This new brand Intelliscape came out of their latest move buying SEAs intelligent transport systems. Theyre not treating it like a random bolt-on. Theyre building an ecosystem across traffic parking rail and road. That gives them compounding advantages over timeshared learning credibility with governments and sticky products for civic systems. #software #tech #manda" @RedshirtInsight on X 2025-07-08 15:46:35 UTC 2063 followers, 1850 engagements
"Being an investor is like being a good doctor; youre looking for the signs and symptoms to understand the health of the underlying business. It could very well be that the patient is unhealthy. It could be that the patient is healthy but needs more discipline. It could be that the patient should be on the operating table today. Or it could be that the patient will live much much longer. We also never know whats going to happen tomorrow. All you can do is look for those signs and symptoms and place your bets" @RedshirtInsight on X 2025-07-26 14:24:12 UTC 2062 followers, XXX engagements
"@SimeonResearch_ Cool to sharing. I've also trimmed some $CSU.to. Same with $GOOGL for me. Though I think I'm being stupid" @RedshirtInsight on X 2025-06-20 14:23:51 UTC 2061 followers, XXX engagements
"Telus $T.TO and Telus Digital $TIXT (formerly Telus International) are in the news today and wanted to share a tale of two cities. Digital spun off from Telus and IPO'ed in Feb 2021 while still being a minority shareholder. Fast forward to today and the parent is looking to reincorporate the spin-off again. IPO price: $XX Telus offering today: $X (I rounded up) Now having followed TIXT closely enough through the last X years it was certainly bad timing but also speaks to the fickleness of #tech. One story I want to highlight and is a microcosm for creative destruction is how TIXT lost a key" @RedshirtInsight on X 2025-06-12 14:30:25 UTC 2062 followers, 1529 engagements
"Apparently there is an epilogue written by 7&i. Responding to the allegations that $ATD.to was a good faith partner they said that some of the conjectures made in $ATD.to press release were mischaracterizations and that 7&i didnt grok Japanese business culture and they didnt properly derisk the US anticompetitive regulatory hurdles. Talk about lost in translation" @RedshirtInsight on X 2025-07-23 01:09:38 UTC 2060 followers, XXX engagements
"Further into Nuvini $NVNI's presentation is a comparison of it as a software rollup to the likes of $CSU.to $VITB.ST $ROP $TYL" @RedshirtInsight on X 2025-06-17 13:16:51 UTC 2062 followers, XXX engagements
"$RDDT has the ability for advertisers to target high intent high context ads within subreddits" @RedshirtInsight on X 2025-07-21 11:30:50 UTC 2062 followers, XXX engagements
"Lest we forget $NVDA has only done equity investments in a limited number of companies. You can count them on one hand. And one of them is $RXRX. The main thesis: #techbio #biotech with our modern technology particular data science and #AI as well as robotics is making it possible to bridge the offline to online and back to make drug discovery not just a trial and error process but one that is fast becoming an engineering discipline. What Recursion would call the industrialization of the process" @RedshirtInsight on X 2025-07-26 14:34:02 UTC 2062 followers, XXX engagements
"Tech (primarily software) companies on the #TSX @TMXGroup #markets: - $SHOP - $CSU.TO - $OTEX.TO - $ENGH.TO - $CMG.TO - $DSG.TO - $KXS.TO - $LSPD.TO - $SFTC.TO - $TCS.TO - $NVEI.TO - $DND.TO - $DCBO.TO - $VHI.TO" @RedshirtInsight on X 2024-12-14 16:17:00 UTC 2059 followers, 1041 engagements
"@AJButton2 it is. i think we're seeing the ability to "translate" things going to open up new markets for a lot of these digital companies and platforms. $rddt also seems to be doing the same thing and being able to open things up to new geos too or accelerate new geo growth" @RedshirtInsight on X 2025-07-24 12:04:11 UTC 2061 followers, XX engagements
"How big can licensing be to $RDDT top and bottom lines I think one can assume if there continues to be moderate growth in the Reddit flywheels thru active users brands passive users (ie search LLM traffic) its possible that it dominates as a source of human chatter and crowdsourced human reenforced learning at scale" @RedshirtInsight on X 2025-07-22 12:00:12 UTC 2063 followers, XXX engagements
"$RDDT is become a true platform especially as AI is leveraged to create value for Users and Advertisers alike. This is a small sample of Reddit is increasingly become a surface area for brands to advertise. Word of mouth still holds sway people like to buy from other people still and RDDT is the larger platform that still has a human-voice to the homogeneity that is AI content" @RedshirtInsight on X 2025-07-21 20:25:02 UTC 2062 followers, XXX engagements
"#AI is eating the world one volt at a time" @RedshirtInsight on X 2025-07-23 14:02:19 UTC 2062 followers, XXX engagements
"$GOOGL Q2-25 Earnings. Looking to see if there how AI Overviews are doing and how that attributes to $RDDT. No direct mention of Reddit on any materials but still good to hear that Sundar says Overviews are performing well" @RedshirtInsight on X 2025-07-24 12:02:44 UTC 2059 followers, XXX engagements
"Software is safe (for now). Until March 2026 it seems. 🤡 $SHOP.TO $CSU.TO $BB.TO $CLS.TO $DSG.TO $ENGH.TO $KXS.TO $LSPD.TO $OTEX.TO $REAL.TO $TOI.TO $CTC.A $GIB.A $SFTC.TO $TIXT.TO $NCIB.TO $NVEI.TO $PAY.TO $QTRH.TO $SANG.V $SYZ.TO $TC.TO $TCL.A $TCS.TO $TIXT.TO $VDY.TO $WELL.V $XTC.TO #tariffs" @RedshirtInsight on X 2025-03-04 21:39:33 UTC 2059 followers, 1583 engagements
"$META building a renewable facility with $ENB for data center operations" @RedshirtInsight on X 2025-07-22 11:36:54 UTC 2062 followers, XXX engagements