@Sammy_the_Nose Avatar @Sammy_the_Nose Sam Bugs

Sam Bugs posts on X about $ttek, $eeft, $mtdr, $dox the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

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Social Influence

Social category influence stocks 49.14% finance 22.41% cryptocurrencies 9.48% technology brands 4.31% countries 1.72%

Social topic influence $ttek 12.07%, $eeft #2, $mtdr 8.62%, $dox 7.76%, business 6.9%, $eog 6.9%, acquisition 6.03%, $wab #4, ceo 5.17%, $csgs 5.17%

Top accounts mentioned or mentioned by @riceforthought @jszhang0912 @rbnenergy @fortunemagazine @wsj @jamessurowiecki @robertclark62

Top assets mentioned Tetra Tech Inc (TTEK) Euronet Worldwide Inc (EEFT) Matador Resources, Co. (MTDR) Amdocs, Ltd. (DOX) EOG Resources Inc (EOG) Westinghouse Air Brake Technologies Corp (WAB) Devon Energy Corp (DVN) Thor Industries, Inc. (THO) Global Payments Inc (GPN) AC Milan Fan Token (ACM) ACI Worldwide, Inc. (ACIW) Rollins, Inc. (ROL) Insperity, Inc (NSP) Korn Ferry (KFY) Wise (WISE) Western Union Co (WU) Jack Henry & Associates, Inc. (JKHY) 4 (FOUR) Fiserv Inc (FISV) StaFi (FIS) Coterra Energy Inc (CTRA) Permian Resources Corporation Class A Common Stock (PR) A O Smith Corp (AOS) Workday Inc (WDAY) Carlisle Companies, Inc. (CSL) Eagle Materials, Inc. (EXP) Simpson Manufacturing Co., Inc. (SSD) PulteGroup, Inc. (PHM) Bill.com Holdings, Inc. (BILL) Remitly Global, Inc. (RELY) LCI Industries (LCII) KLA Corp (KLAC) EMCOR Group, Inc. (EME) Cabot Corporation (CBT)

Top Social Posts

Top posts by engagements in the last [--] hours

"Single family housing starts had great July awful August. $CSL $EXP $PHM $SSD"
X Link 2025-09-18T11:59Z [---] followers, [---] engagements

"$ACIW $EEFT SWIFT doesn't want to lose cross-border retail payments to fintechs and stablecoins. Partners with [--] banks from [--] countries to develop a new scheme. Ambition: ✔ Upfront transparency on payment and FX fees ✔ Guaranteed full-value delivery ✔ End-to-end visibility of https://t.co/pr96Tb1n0x SWIFT doesn't want to lose cross-border retail payments to fintechs and stablecoins. Partners with [--] banks from [--] countries to develop a new scheme. Ambition: ✔ Upfront transparency on payment and FX fees ✔ Guaranteed full-value delivery ✔ End-to-end visibility of https://t.co/pr96Tb1n0x"
X Link 2025-09-25T11:02Z [---] followers, [---] engagements

"In this context shown below I don't see how stablecoin or crypto generally can be anything more than a complement to not a substitute for the existing highly sophisticated and regulated cross border payments schemes. $ACIW"
X Link 2025-11-03T12:45Z [---] followers, [---] engagements

"$EEFT weakness probably partially because of price competition. Today's $WISE drop partly attributable to its decreasing prices in cross-border transactions an area where both companies compete. The first snippet below talks about a reason for the WISE stock price drop"
X Link 2025-11-06T10:41Z [---] followers, [---] engagements

"Joe seems to be obsessed with buying his stock. $MTDR"
X Link 2025-11-10T13:22Z [---] followers, [---] engagements

"Would it make sense for $EEFT to outsource its hardware business like $VYX"
X Link 2025-11-11T11:11Z [---] followers, [---] engagements

"$VYX believes the strategy will improve its margins something that $EEFT should aspire to. Would it make sense for $EEFT to outsource its hardware business like $VYX https://t.co/RwxpNd6ogb Would it make sense for $EEFT to outsource its hardware business like $VYX https://t.co/RwxpNd6ogb"
X Link 2025-11-11T11:17Z [---] followers, [---] engagements

"Hedge funds have thrown in the towel on E&P $DVN $EOG $MTDR"
X Link 2025-11-11T18:49Z [---] followers, [---] engagements

"This $BILL report is interesting but the billing operations of $ACIW perhaps could be a more interesting opportunity if someone wanted to acquire a billing company"
X Link 2025-11-11T23:00Z [---] followers, [----] engagements

"Bloomberg printed this last week. $EEFT $RELY $WISE $WU"
X Link 2025-11-18T12:51Z [---] followers, [----] engagements

"Natural gas about to hit $5 for first time in three years. $DVN $EOG $MTDR"
X Link 2025-12-03T12:36Z [---] followers, [----] engagements

"$THO is losing market share -- because of towables. Motorized has been improving. This is based on wholesale. THO alleges that it is gaining share in retail"
X Link 2025-12-06T18:52Z [---] followers, [---] engagements

"$JKHY CFO's response to $FISV's core reduction plan:"
X Link 2025-12-09T18:47Z [---] followers, [---] engagements

"No pulse. $DVN $EOG $MTDR"
X Link 2025-12-23T19:38Z [---] followers, [---] engagements

"Touch. I also don't want to see oil sales at lower than expected prices. I would rather see companies cut production to maximize the estimated PV of the oil reserves rather than maintain production to meet guidance. $DVN $EOG $MTDR"
X Link 2026-01-08T17:30Z [---] followers, [---] engagements

"$GPN marketing Genius at NRF"
X Link 2026-01-13T14:09Z [---] followers, [---] engagements

"David Green $GPN's Senior Executive Vice President and Chief Administrative Officer resigned "for good reason". Maybe Green's role was diminished in the aftermath of Worldpay acquisition"
X Link 2026-01-15T00:00Z [---] followers, [---] engagements

"From Bloomberg Intelligence report today $FISV $FIS $FOUR $GPN"
X Link 2026-01-15T16:55Z [---] followers, [----] engagements

"$MTDR Into the Great Wide Open Technology LNG Pull Gas Producers into High-Stakes Western Haynesville @RBNEnergy https://t.co/awHrGWwc7n Into the Great Wide Open Technology LNG Pull Gas Producers into High-Stakes Western Haynesville @RBNEnergy https://t.co/awHrGWwc7n"
X Link 2026-01-16T14:33Z [---] followers, [---] engagements

"$ACM. Presumably the westward extension would result in a contract bump. Second Ave. Subway Phase [--] planning is at a critical juncture as the MTA finalizes early contracts and design work that could lock in or foreclose a future $5B-$7B westward Harlem extension. https://t.co/wQMECVLSaf #Infrastructure #TransitNYC #SubwayExpansion Second Ave. Subway Phase [--] planning is at a critical juncture as the MTA finalizes early contracts and design work that could lock in or foreclose a future $5B-$7B westward Harlem extension. https://t.co/wQMECVLSaf #Infrastructure #TransitNYC #SubwayExpansion"
X Link 2026-01-19T19:46Z [---] followers, [---] engagements

"$ACM's fusion project (#4 below from the annual report) is interesting. Helps position them as a player in providing future energy supply"
X Link 2026-01-22T01:23Z [---] followers, [---] engagements

"Consumer confidence is lower than it was post-financial crisis. $THO"
X Link 2026-01-27T18:17Z [---] followers, [--] engagements

"I'm surprised $ACM's Consigli acquisition wasn't discussed in this article. Am I making too much of it since they didn't even put out a press release to announce the deal http://www.wsj.com/articles/construction-companies-see-promise-in-ai-agents-12dc2d60mod=itp_wsj&mod=djemITP_h http://www.youtube.com/watchv=hgI3Ibeb1mM http://www.wsj.com/articles/construction-companies-see-promise-in-ai-agents-12dc2d60mod=itp_wsj&mod=djemITP_h http://www.youtube.com/watchv=hgI3Ibeb1mM"
X Link 2026-01-28T20:06Z [---] followers, [--] engagements

"$EEFT. The service is currently available for transfers from the USA toMexico with new countries coming soon"
X Link 2026-01-28T23:57Z [---] followers, [---] engagements

"A year or so ago $EEFT deemphasized discussing the impact of tourism on its business but this can't hurt:"
X Link 2026-01-30T19:07Z [---] followers, [---] engagements

"Perhaps this explains why the index is no longer useful for predicting RV demand. $THO $WGO $LCII"
X Link 2026-01-30T19:36Z [---] followers, [---] engagements

"$WAB NYC MTA Unveils $12 Billion Push to Replace Aging Trains. New York City's transit system is creating a new unit to lead a $12 billion effort to replace old trains and modernize its bus fleet. The MTA plans to buy new subway cars commuter-rail cars and buses as many of its current rail cars and buses are nearing the end of their useful life. The MTA plans to buy about [----] subway cars more than [---] commuter-rail cars and roughly [----] buses under its [--------] capital program. The rolling stock initiative accounts for nearly 20% of the agencys $65.4 billion capital plan through [----]. WAB"
X Link 2026-02-02T13:52Z [---] followers, [---] engagements

"Waha back to negative. $CTRA $DVN $EOG"
X Link 2026-02-02T14:41Z [---] followers, [---] engagements

"$MTN's black diamond run can be relived by skiing The Chutes in Park City:"
X Link 2026-02-02T20:47Z [---] followers, [---] engagements

"Another leg down in hedge fund exposure to E&P. Curious segment where M&A is being done at no premium. $EOG $MTDR $PR"
X Link 2026-02-03T13:06Z [---] followers, [---] engagements

"$MTDR (15 insider purchases of 46K shares over the past [--] mo. and no sales) conundrum: monetize San Mateo before agreeing to a profitless merger with another E&P like $PR (5 insider sales of 2.2MM shares over past [--] mo. and no buys) Foran is [--]. The boys at PR are [--] and [--]. Thoughts Another leg down in hedge fund exposure to E&P. Curious segment where M&A is being done at no premium. $EOG $MTDR $PR https://t.co/2ENy0tGiOo Another leg down in hedge fund exposure to E&P. Curious segment where M&A is being done at no premium. $EOG $MTDR $PR https://t.co/2ENy0tGiOo"
X Link 2026-02-03T16:43Z [---] followers, [---] engagements

"$GPN Lowest price in over [--] years"
X Link 2026-02-03T18:49Z [---] followers, [---] engagements

"And at about one-third the EBITDA multiple. $GPN Lowest price in over [--] years. https://t.co/hvbGWnnd8p $GPN Lowest price in over [--] years. https://t.co/hvbGWnnd8p"
X Link 2026-02-03T18:50Z [---] followers, [---] engagements

"$KLAC should split its stock 10:1"
X Link 2026-02-03T20:21Z [---] followers, [--] engagements

"Hard to believe given companies like $ACM $EME"
X Link 2026-02-04T13:59Z [---] followers, [---] engagements

"This would seem to be a positive for $ACIW:"
X Link 2026-02-04T21:29Z [---] followers, [--] engagements

"$JKHY pointed out that its Zelle business showed strong growth:"
X Link 2026-02-04T21:30Z [---] followers, [--] engagements

"This is how the Bloomberg consensus median estimate of $CBT's FY26 revenue has changed since November '24 in billions of dollars. Illustrates the notion of investing not on the consensus but on by how much you think the consensus will be wrong in [--] months"
X Link 2026-02-05T17:16Z [---] followers, [--] engagements

"Is it too early to start thinking about the likely next U.S. president who will feel unleashed to throw untold money at the EV and battery industries From $CBT's earnings call"
X Link 2026-02-05T18:27Z [---] followers, [--] engagements

"$DOX's two largest shareholders bought this much stock and the price has plummeted. 🤔👀"
X Link 2026-02-05T19:18Z [---] followers, [--] engagements

"Worth noting that EVs overtook ICEs in the EU: $CBT Is it too early to start thinking about the likely next U.S. president who will feel unleashed to throw untold money at the EV and battery industries From $CBT's earnings call. https://t.co/idLczJrUyM Is it too early to start thinking about the likely next U.S. president who will feel unleashed to throw untold money at the EV and battery industries From $CBT's earnings call. https://t.co/idLczJrUyM"
X Link 2026-02-05T19:34Z [---] followers, [--] engagements

"Fido jumps straight to 13G on $AOS:"
X Link 2026-02-05T19:50Z [---] followers, [--] engagements

"But there is this. A year or so ago $EEFT deemphasized discussing the impact of tourism on its business but this can't hurt: https://t.co/lHab0AAOvG A year or so ago $EEFT deemphasized discussing the impact of tourism on its business but this can't hurt: https://t.co/lHab0AAOvG"
X Link 2026-02-06T13:47Z [---] followers, [---] engagements

"But there is this. https://t.co/jOyTNU0Uvd But there is this. https://t.co/jOyTNU0Uvd"
X Link 2026-02-06T14:14Z [---] followers, [---] engagements

"Apollo's growth drivers:"
X Link 2026-02-08T18:47Z [---] followers, [--] engagements

"@riceforthought $MTDR"
X Link 2026-02-09T19:05Z [---] followers, [---] engagements

"This after a $1.2B deal last week with UNP $WAB"
X Link 2026-02-10T00:20Z [---] followers, [--] engagements

"Interesting AI observations about $ACM's decision to retain the construction management business:"
X Link 2026-02-10T17:09Z [---] followers, [---] engagements

"$TTEK apparently down today because of court date tomorrow. Stock is down $676 million today more than 10X the initial settlement that was court-rejected. 🤔👀 Too bad Dan didn't say a few words about this during his final conference call"
X Link 2026-02-11T19:14Z [---] followers, [---] engagements

"At 7.5% $ROL had the slowest quarter of international growth since '22. Trump effect"
X Link 2026-02-12T22:41Z [---] followers, [--] engagements

"$ROL. Here is something curious: why would the carrying balance of computer and equipment and systems fall by 55% in one year"
X Link 2026-02-12T22:46Z [---] followers, [---] engagements

"$TTEK hearing update. Seems like they are headed for a trial"
X Link 2026-02-13T14:32Z [---] followers, [---] engagements

"$TTEK. However there is this: http://www.courthousenews.com/us-navy-contractor-asks-judge-to-approve-1-5-million-settlement-in-environmental-fraud-case/#::text=U.S.%20District%20Judge%20James%20Donatoopted%20in%20to%20the%20lawsuit $TTEK hearing update. Seems like they are headed for a trial. https://t.co/0hLw3sVktV http://www.courthousenews.com/us-navy-contractor-asks-judge-to-approve-1-5-million-settlement-in-environmental-fraud-case/#::text=U.S.%20District%20Judge%20James%20Donatoopted%20in%20to%20the%20lawsuit $TTEK hearing update. Seems like they are headed for a trial."
X Link 2026-02-13T15:12Z [---] followers, [--] engagements

"Correction much less likely with the 10-year rate not rising"
X Link 2026-02-13T19:29Z [---] followers, [--] engagements

"$EEFT. Not that anyone cares about valuation anymore but the '26 multiple below is based on 7.5% EPS growth below the low end of the 10-15% guidance"
X Link 2026-02-12T18:58Z [---] followers, [---] engagements

"Per latest 10-K $WAB trial against Progress Rail (Caterpillar Inc.) to start a week from tomorrow:"
X Link 2026-02-15T14:01Z [---] followers, [--] engagements

"Interesting new $WAB products associated with its Evident acquisition"
X Link 2026-02-15T14:37Z [---] followers, [--] engagements

"What's your opinion on why that may be He's obviously committed to the business and has skin in the game. The first thing that comes to my mind is that people may disagree with his not taking the accelerator off capex. Perhaps if they were aware that $MTDR's finding cost over the past three years ('22-'24) is $8.86 a boe excluding revisions and $9.92 including revisions -- dramatically better than $DVN or $CTRA e.g. -- they might think differently. https://twitter.com/i/web/status/2020494043650945380 https://twitter.com/i/web/status/2020494043650945380"
X Link 2026-02-08T13:44Z [---] followers, [---] engagements

"Could $ACM have retained CM because the price would have had to be discounted because of the following"
X Link 2026-02-10T17:21Z [---] followers, [--] engagements

"Or to the CES falling back down"
X Link 2026-02-11T12:58Z [---] followers, [--] engagements

"$ICLR move reminds me of the SFBC International debacle and Dan Loeb's success on that short"
X Link 2026-02-12T15:24Z [---] followers, [---] engagements

"$MTDR. Despite the competitive finding costs per boe. @riceforthought What's your opinion on why that may be He's obviously committed to the business and has skin in the game. The first thing that comes to my mind is that people may disagree with his not taking the accelerator off capex. Perhaps if they were aware that $MTDR's finding cost over @riceforthought What's your opinion on why that may be He's obviously committed to the business and has skin in the game. The first thing that comes to my mind is that people may disagree with his not taking the accelerator off capex. Perhaps if they"
X Link 2026-02-13T18:05Z [---] followers, [---] engagements

"$AOS. Big jump (18%) in December residential water heater shipments:"
X Link 2026-02-13T18:35Z [---] followers, [--] engagements

"$WAB. At least the fight with Xorail is finally over"
X Link 2026-02-15T14:06Z [---] followers, [--] engagements

"So CEOs are angry and lonely for two years screw the company up with an awfully timed poorly executed overvalued unnecessary acquisition in year three and then they are gone (hopefully). $MKSI $THO $WAB $GPN $FIS $CTRA and so many others that it would be interesting to see people list them. @FortuneMagazine From Harvard professor Arthur Brooks. Maybe this helps explain how so often the CEO's ego can destroy an otherwise promising company. @FortuneMagazine https://t.co/J6Q2zbj4l0 From Harvard professor Arthur Brooks. Maybe this helps explain how so often the CEO's ego can destroy an otherwise"
X Link 2025-12-01T20:59Z [---] followers, [---] engagements

"Best book-to-bill at $THO in a while:"
X Link 2025-12-06T13:31Z [---] followers, [---] engagements

"$CW. Interesting valuation. But anybody betting on a return to "normal" would already have been pretty beaten up. This is based on high end of guidance for '26 and 1% above BB consensus for '27:"
X Link 2026-02-15T18:48Z [---] followers, [---] engagements

"Is Mercor on $KFY's radar It better be"
X Link 2025-12-01T22:01Z [---] followers, [---] engagements

"The market was apparently looking for something more than "three two-word couplets". stock down 4.6% after sell-side analyst meeting. $ROL $ROL's CEO just released "three two-word couplets" and I have put them into a poem called "The Exterminator's Creed" We leave our mark Heroic impact Our team must work Essential together To win the fight Be remarkable $ROL's CEO just released "three two-word couplets" and I have put them into a poem called "The Exterminator's Creed" We leave our mark Heroic impact Our team must work Essential together To win the fight Be remarkable"
X Link 2025-12-09T20:01Z [---] followers, [---] engagements

"Remitly's take on how stablecoin can help reduce transaction expenses as a percent of revenue in remittance. $EEFT $WU"
X Link 2025-12-10T13:06Z [---] followers, [---] engagements

"RTO's Terminix has a history restructuring to compete more effectively against $ROL but they've never been able to get there. Many analysts have broken their pick on that and probably more will. I was surprised the stock fell on Tuesday after ROL's sell-side analyst meeting. I thought both Gahlhoff and Krause were more comfortable and candid than they had been in the past and that impressed me aside from Gahloff's "three two-word couplets"😂. https://twitter.com/i/web/status/1998902500477513940 https://twitter.com/i/web/status/1998902500477513940"
X Link 2025-12-10T23:47Z [---] followers, [--] engagements

"@jszhang0912 After going through the transcript I don't believe that they did. They sounded like they are doing everything organically"
X Link 2025-12-11T00:00Z [---] followers, [--] engagements

"Yikes the new $EOG board member is COB of $MTRX. In my opinion this has been an awfully run company for decades. What the heck is Ezra thinking"
X Link 2025-12-11T16:26Z [---] followers, [---] engagements

"$ALG announced that it is acquiring Petersen. It appears to rank highly among competitors:"
X Link 2025-12-12T17:19Z [---] followers, [---] engagements

"$GPN's current view of stablecoin which currently represents less than 1% of global daily money transfer volume according to McKinsey"
X Link 2025-12-12T19:49Z [---] followers, [---] engagements

"$DOX has all these great customers and no growth 🤔. Underlevered balance sheet. CEO issue"
X Link 2025-12-17T14:37Z [---] followers, [---] engagements

"The market seems to have lost confidence in $DOX management:"
X Link 2025-12-17T17:08Z [---] followers, [---] engagements

"One last thought on $DOX. In its FORM 20-F filed on Monday DOX reported that its allowance for doubtful accounts declined from $45.1MM at the end of the 3Q to $26.2MM at the end of the year -- a $19MM declined or 17C pretax. Here is what Gemini thinks about this: The market seems to have lost confidence in $DOX management: https://t.co/7rX4QrmSCE The market seems to have lost confidence in $DOX management: https://t.co/7rX4QrmSCE"
X Link 2025-12-17T17:27Z [---] followers, [---] engagements

"This growth seems inadequate for a company with a lot of potential. The $0.5B of buybacks a year are great given that they are reasonably accretive to EPS. Since the balance sheet will flip to net cash this year even with $550MM of buybacks organic growth could easily be supplemented with M&A while maintaining buybacks. $DOX missed out on acquiring $CSGS in my opinion. Given the amount of SG&A that can be cleaned out of CSGS the NEC acquisition is likely to be more accretive than advertised (CSG's SG&A as a % of rev was about 20% in latest fiscal year v. DOX's 11%). $DOX has all these great"
X Link 2025-12-17T17:31Z [---] followers, [---] engagements

"$EEFT value added associated with CoreCard acq and this doesn't even discuss benefits of taking CoreCard international"
X Link 2025-12-18T14:13Z [---] followers, [---] engagements

"$ACM overseeing $5B in projects at another Olympics this one the '32 Brisbane games"
X Link 2025-12-18T21:44Z [---] followers, [---] engagements

"It would be helpful if $VC would provide a couple real-world examples of people using this product"
X Link 2026-01-13T17:28Z [---] followers, [--] engagements

"$MTN experienced one of the worst early season snowfalls in the western U.S. in over [--] years. Snowfall at its western U.S. resorts for November and December was approximately 50% below the historical 30-year average. In the Rockies snowfall was down nearly 60% versus the historical 30-year average resulting in approximately 11% of terrain being opened in December. Vail Resorts North American season-to-date metrics through January 4th: Skier visits -20% Lift revenue -1.8% Ski school -14.9% Dining -15.9% Retail/rental -6% https://t.co/4Ook5aQWQk Vail Resorts North American season-to-date"
X Link 2026-01-15T13:11Z [---] followers, [---] engagements

"$DOX didn't issue a press release on this 1/6/2026 acquisition that increases revenue by about 2% even though it is their largest acquisition in [--] years"
X Link 2026-01-18T19:01Z [---] followers, [--] engagements

"$TDY executive chairman just awarded [----] shares at $532 with the stock currently at $618 -- a profit from the jump of $765K"
X Link 2026-01-21T19:06Z [---] followers, [--] engagements

"The @WSJ has an article today about Mews. I thought I would ask Gemini to compare $FOUR with it and $AGYS:"
X Link 2026-01-26T18:45Z [---] followers, [---] engagements

"@JamesSurowiecki We knew he didn't understand macroeconomics (see tariffs). Now we know he doesn't understand microeconomics either"
X Link 2026-01-29T19:18Z [---] followers, [---] engagements

"I could have been pleased that Frank is serving the country but now I just seethe every time I see his name. $FISV"
X Link 2026-01-31T21:58Z [---] followers, [---] engagements

"$XOM. UBS on Monday raised its price target on Exxon Mobil to [---] from [---] maintaining a buy rating on the shares. Performance since the Pioneer acquisition:"
X Link 2026-02-02T13:26Z [---] followers, [--] engagements

"Trying to catch a falling knife at $NSP:"
X Link 2025-08-07T12:36Z [---] followers, [---] engagements

"Here's how $WDAY's CEO described at WDAY's investor day the company's new relationship with $NSP. NSP's stock has been cut in half since they announced the relationship. NSP is investing $150MM over [--] years to prepare for it"
X Link 2025-09-20T18:58Z [---] followers, [---] engagements

"And did damage to large reputable U.S. employers like $TTEK DOGE was a colossal failure. By destroying instruments of American soft power such as USAID Voice of America Radio Free Europe and Radio Free Asia DOGE only helped our autocratic adversaries without advancing a single American national interest. DOGE was a colossal failure. By destroying instruments of American soft power such as USAID Voice of America Radio Free Europe and Radio Free Asia DOGE only helped our autocratic adversaries without advancing a single American national interest"
X Link 2025-11-25T13:10Z [---] followers, [---] engagements

"Illustrates the level of significance $WDAY attaches to its new relationship with $NSP relative to the weight $NSP is putting on it:"
X Link 2025-11-26T11:50Z [---] followers, [---] engagements

"And it's a $150MM investment by $NSP. Sarvadi bet the company on this Illustrates the level of significance $WDAY attaches to its new relationship with $NSP relative to the weight $NSP is putting on it: https://t.co/S2H8u49dPT Illustrates the level of significance $WDAY attaches to its new relationship with $NSP relative to the weight $NSP is putting on it: https://t.co/S2H8u49dPT"
X Link 2025-11-26T12:15Z [---] followers, [---] engagements

"Five Point Holdings v. $TTEK trial date is in four days: (Gemini)"
X Link 2025-12-04T16:43Z [---] followers, [---] engagements

"Grok however maintains that Gemini is incorrect. $TTEK Five Point Holdings v. $TTEK trial date is in four days: (Gemini) https://t.co/3tQ0lNt4pA Five Point Holdings v. $TTEK trial date is in four days: (Gemini) https://t.co/3tQ0lNt4pA"
X Link 2025-12-04T16:47Z [---] followers, [---] engagements

"Perplexity's thoughts on competitive advantages of $TNC's new product (Z50) in a new market (outdoors):"
X Link 2025-08-07T11:48Z [---] followers, [---] engagements

"Interesting how poorly $DOX has done relative to peer $CSGS"
X Link 2025-10-08T19:55Z [---] followers, [---] engagements

"Somebody's bunny has a good nose. $CSGS"
X Link 2025-10-29T10:04Z [---] followers, [---] engagements

"$80.70 implies exactly 10X '26E EBITDA. Seems like $CSGS's board could have done a little better. I wonder if there is a go-shop provision"
X Link 2025-10-29T10:17Z [---] followers, [---] engagements

"Could $9.2B $DOX get a bounce from this $CSGS's CEO used to work there so it could have been viewed as a possible acquirer. Or maybe it puts DOX in play as it seems like a very good company that has had miserable stock performance over the past five years and is just above its recent Liberation Day low. Interesting how poorly $DOX has done relative to peer $CSGS. https://t.co/ek2rz9LDWq Interesting how poorly $DOX has done relative to peer $CSGS. https://t.co/ek2rz9LDWq"
X Link 2025-10-29T10:27Z [---] followers, [---] engagements

"There appears to be no go-shop provision but $CSGS can accept a superior offer. However if $CSGS terminates the NEC deal the termination fee is $82MM ($2.91 a share). $DOX would have to pay CSGS $135MM ($4.80 a share) if it terminated"
X Link 2025-10-29T10:41Z [---] followers, [---] engagements

"$TNC said "tariff" [--] times in its earnings call 👀. 🤞that SCOTUS follows the constitution to protect us from executive branch overreach"
X Link 2025-11-05T11:51Z [---] followers, [---] engagements

"With anemic revenue growth and $160MM in restructuring charges over the past [--] quarters should $DOX consider passing torch to Rapaport or maybe hire soon-to-be-acquired $CSGS's Shepherd as CEO Odd DOX didn't make greater effort to acquire CSG when it was available. Valuation shows lack of confidence in Shuky https://twitter.com/i/web/status/1988973686032932875 https://twitter.com/i/web/status/1988973686032932875"
X Link 2025-11-13T14:14Z [---] followers, [---] engagements

"Summary of $KFY AI comments today. By saying they have been using AI for "several years" makes me skeptical. Is Mercor on $KFY's radar It better be. https://t.co/ooBsX8zMUE Is Mercor on $KFY's radar It better be. https://t.co/ooBsX8zMUE"
X Link 2025-12-09T19:57Z [---] followers, [---] engagements

"Third consecutive quarter of strong technology industry demand at $KFY. Could AI actually be supporting demand for talent acquisition leadership development organizational strategy consulting"
X Link 2025-12-10T17:01Z [---] followers, [---] engagements

"This poses a challenge for companies like $KFY that is billing for $460 an hour in its consulting segment whereas a company like $ACM could be well positioned as the new approach will go directly to reducing costs leading to more winning bids. http://www.wsj.com/tech/ai/ai-goodbye-to-billable-hours-cba198femod=itp_wsjdjemITP_h#comments_sector http://www.wsj.com/tech/ai/ai-goodbye-to-billable-hours-cba198femod=itp_wsjdjemITP_h#comments_sector"
X Link 2025-12-15T18:51Z [---] followers, [---] engagements

"$TTEK positive news but we really need a Hunter's Point trial update"
X Link 2026-01-08T14:24Z [---] followers, [---] engagements

"$TTEK. Speaking of helping gov't clients deliver strategic operational outcomes please provide update on Hunter's Point trial so it doesn't leak to just a select few"
X Link 2026-01-15T17:15Z [---] followers, [---] engagements

"Per Gemini $TTEK $TTEK. Speaking of helping gov't clients deliver strategic operational outcomes please provide update on Hunter's Point trial so it doesn't leak to just a select few. https://t.co/0zOm2Or1DN $TTEK. Speaking of helping gov't clients deliver strategic operational outcomes please provide update on Hunter's Point trial so it doesn't leak to just a select few. https://t.co/0zOm2Or1DN"
X Link 2026-01-15T17:35Z [---] followers, [---] engagements

"Three things disappointed me about the $TTEK earnings call. There was no discussion of the Hunter's Point trial or litigation. There was no discussion of how AI will make the company more efficient and productive. There was no discussion of the impact of the judge's restoration of the large Martha's Vineyard wind project. Concern about Hunter's Point is holding back the stock. https://twitter.com/i/web/status/2016929713495626091 https://twitter.com/i/web/status/2016929713495626091"
X Link 2026-01-29T17:41Z [---] followers, [---] engagements

"$CSGS shareholders approved on Friday but"
X Link 2026-02-02T16:54Z [---] followers, [--] engagements

"These $TTEK cases are just going to hang out there all year unfortunately. Three things disappointed me about the $TTEK earnings call. There was no discussion of the Hunter's Point trial or litigation. There was no discussion of how AI will make the company more efficient and productive. There was no discussion of the impact of the judge's restoration Three things disappointed me about the $TTEK earnings call. There was no discussion of the Hunter's Point trial or litigation. There was no discussion of how AI will make the company more efficient and productive. There was no discussion of the"
X Link 2026-02-02T18:56Z [---] followers, [---] engagements

"Another Trump defeat means another return to work for $TTEK"
X Link 2026-02-03T18:02Z [---] followers, [---] engagements

"$TTEK Another Trump defeat means another return to work for $TTEK https://t.co/G9b0qHiZns Another Trump defeat means another return to work for $TTEK https://t.co/G9b0qHiZns"
X Link 2026-02-03T18:23Z [---] followers, [--] engagements

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