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@SouthernValue95 Avatar @SouthernValue95 SouthernValue

SouthernValue posts on X about the row, $wbd, business, $2775sh the most. They currently have XXXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.

Engagements: XXXXX #

Engagements Line Chart

Mentions: X #

Mentions Line Chart

Followers: XXXXXX #

Followers Line Chart

CreatorRank: XXXXXXX #

CreatorRank Line Chart

Social Influence

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

Social topic influence the row 5.88%, $wbd 5.88%, business 5.88%, $2775sh 5.88%, $nflx 5.88%, $7sh 5.88%, imo 5.88%, categories 5.88%, asml 5.88%, $chtr XXXX%

Top accounts mentioned or mentioned by @pythiar @timothybuffett @tsohinvesting @realjimchanos @macrohiroki @dylan522p @dwarkeshsp @satyanadella @speedwellllc @wallfacerluoji @benioff @lundeen_ne @astridwilde1 @nocapcapital5 @capital_in_soup @basilialukos @onodacapital @tsoh_investing @hughyjass58 @50_lovin

Top assets mentioned Warner Bros Discovery, Inc. (WBD) Netflix Inc (NFLX) Charter Communications Inc (CHTR) Workday Inc (WDAY) Atkore Inc. (ATKR) IAC/InterActiveCorp Common Stock (IAC) Airbnb Inc (ABNB) Gartner Inc (IT) Certara, Inc. Common Stock (CERT) Cream (CRM) Global Payments Inc (GPN) MGM Resorts International (MGM) CarMax, Inc (KMX) Adobe, Inc. (ADBE) WillScot Mobile Mini Holdings, Corp. (WSC) Stacks (STX) Western Digital Corp (WDC) Oracle Corporation (ORCL) CoreWeave, Inc. (CRWV) Comfort Systems USA, Inc. (FIX)

Top Social Posts

Top posts by engagements in the last XX hours

"U.S. labor productivity has crushed the RoW in recent decades driven by the American tech economy:"
X Link 2025-12-01T16:35Z 14.6K followers, 1841 engagements

"$WBD sells studio and streaming business for $27.75/sh to $NFLX when its wholeco was trading at $7/sh 18mo ago. Almost everyone hated this stock at $X. What was happening at linear was clear and very bad - but there was still value at HBO and at Warner Brothers. IMO when the company resegmented into separate Linear and Studios & Streaming segments it was the signal they'd go down the path of separating the businesses to realize the value of S&S (even if linear was worth $0.) and the r/r changed. Rare case where a SOTP worked. But there had to be the catalyst of a sale. It is unlikely that the"
X Link 2025-12-05T13:20Z 14.6K followers, 38K engagements

"@PythiaR Low end substitution already exists in the other WFE categories so this is objectively true. I'd imagine the Q for ASML is if DUV at risk"
X Link 2025-12-08T14:28Z 14.6K followers, XXX engagements

"What is a stock that has a legitimate bear case or hasnt executed perfectly and the stock price is just completely dislocated from historical and relative norms bc its extremely hated (Not saying all will work obv but interesting pile to dig through). Things like: - $CHTR - $WDAY - $CRM - $GPN - $ATKR - $IAC - $MGM - $ABNB - $KMX - $IT - $ADBE - $CERT - $WSC"
X Link 2025-11-27T17:57Z 14.6K followers, 31.1K engagements

"S&P market weight vs. equal weight index returns tracked almost in lock step from 2010-2022. Since the launch of GPT-4 in March 2023 the market cap weighted index has pulled ahead and built a XXX% cumulative lead. $RSP $VOO"
X Link 2025-12-03T18:27Z 14.6K followers, 2910 engagements

"@Benioff Have you seen the HDD stocks lately If LLMs are $STX $WDC get long Marc"
X Link 2025-12-05T01:08Z 14.6K followers, 6656 engagements

"$CRWV and $ORCL this quarter were both impacted by project delays. Guessing this will be a theme that doesn't go away quickly. From $FIX at Sidotti today: "From my standpoint the announcements they AI companies make they're trying to build. They're at least announcing more build than they could feasibly do right So -- and what I mean by that is just the U.S. to support it from a labor from a regulatory and from an electrical grid utility. It's all more than can be done. And so from our perspective that's a demand environment where we're not -- let's say you add XX% of that well it's still not"
X Link 2025-12-11T19:21Z 14.6K followers, 3001 engagements