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@TheBenSchmark Avatar @TheBenSchmark JabroniCoin.USD

JabroniCoin.USD posts on X about $line, $cold, target, at least the most. They currently have XXXXX followers and XX 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: XXXXXXX #

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Social Influence

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

Social topic influence $line #2, $cold #9, target #1818, at least #1317, $zg #2, $z #3, constellation #131, money 3.85%, $avgo #168, ai XXXX%

Top accounts mentioned or mentioned by @tsxman @mr_neutral_man @taobanker @aggiecapitalist @onelineage @fluctuscapital @mrneutralman @japandilly @nuggetcapital @citrini7 @jukan05 @evanlorenz @thebenschmarks @ernestwongbwm @ellliotttb @rberman2000 @thewolfofdefi @abraxasbridge @air_real_estate @turnlifecapital

Top assets mentioned Lineage, Inc. Common Stock (LINE) Americold Realty Trust, Inc. (COLD) Zillow Group, Inc. (ZG) Zillow Group, Inc. Class C Capital Stock (Z) Broadcom, Inc. (AVGO) SpaceN (SN) CarMax, Inc (KMX) Treehouse Foods, Inc. (THS) Tenet Healthcare Corporation New (THC) Surgery Partners, Inc. Common Stock (SGRY)

Top Social Posts

Top posts by engagements in the last XX hours

"If the actual volume of oversupply is greater than 2x what $LINE suggests would that be concerning Not only are these numbers misleading investors they are likely misleading operators & developers. At least customers seem to realize they are entitled to discounts now $COLD"
X Link 2025-11-11T20:34Z 6014 followers, 6166 engagements

"Former bulls NBC with a balanced view of Constellation Software $CSU. Editorializing mine"
X Link 2025-11-10T14:44Z 6014 followers, 25.6K engagements

"$LINE attempts to address oversupply but IMO likely misleading on industry supply and demand 1) supply added is total cubic feet much higher than XXXX% 2) industry demand should not be in our network Oversupply is much larger than they suggest 🥶"
X Link 2025-11-05T15:30Z 6014 followers, 7429 engagements

"Ooh RBC slips in the money insight on cold storage oversuppply: However we note these are based on square feet & cubic feet is likely 1.5-2x higher Lets see when the actual oversupply discounting & time to fill is dimensioned by all analysts 🧊 $LINE $COLD"
X Link 2025-11-12T16:54Z 6014 followers, 5833 engagements

"$AVGO is more Constellation Hardware and less Valeant H/T @jukan05"
X Link 2025-12-08T19:23Z 6014 followers, 12.2K engagements

"Not sure why folks would want to pay much for Americolds $COLD older and less automated facilities when there is significant oversupply of higher quality assets as their pricing comes down and hasnt found a floor 🤷♂"
X Link 2025-12-10T15:14Z 6014 followers, 2682 engagements

"All you really need to know about $AVGO is that Hock Tans new performance plan is linked to AI Revenue and the highest range of X quarter AI Revenue is $120bn This isnt the old Broadcomp"
X Link 2025-09-11T13:54Z 6015 followers, 4654 engagements

"Just mentioning that $SN reports finished goods purchased from (all) JS Global entities is a tiny fraction of their COGS so reliance doesnt appear to be that high anymore. Comments and opposing views welcome"
X Link 2025-11-04T20:56Z 6015 followers, 1706 engagements

"$LINE cuts guidance again. Even bulls on the street are noting that 2025 challenges will likely continue in 2026 Oversupply is worse than the companies care to admit publicly and pricing could get worse. Lets see"
X Link 2025-11-05T15:08Z 6009 followers, 2269 engagements

"That ticking time bomb coming due in 2026 with a huge chunk of their fixed commitments rolling off. $COLD copping to 200-300 bps of economic occupancy loss & 100-200 bps in pricing but could be a worse given empty new facilities discounting. Ill take the Under on the $LINE"
X Link 2025-11-06T16:07Z 6010 followers, 1618 engagements

"Long overdue and now CEO out. Who knew CarMax $KMX was actually just an auto-dealer (which margin weakness and share loss) and should be valued as such 🤷♂"
X Link 2025-11-06T16:32Z 6015 followers, 9749 engagements

"Who else is Team Transitory 🧊🫠 $COLD $LINE If new entrants came in without a business model what does it say about the barriers to entry in this industry And what will they do to discounting to stem their cash bleed"
X Link 2025-11-06T18:52Z 6010 followers, 2736 engagements

"UBS update on cold storage states we think it should take at least X years to absorb the remaining supply which is quite concerning for $COLD & $LINE However they are still reliant on square feet estimates which significantly understate the amount of oversupply 😬"
X Link 2025-11-10T15:00Z 6009 followers, 2245 engagements

"Evercore takes down $LINE numbers and price target and begins to incorporate EV/EBITA valuation. At 10x EV/EBITDA both $COLD & $LINE have significant downside. At 10x real free cash flow oof"
X Link 2025-11-10T20:30Z 6009 followers, 1704 engagements

"Everyone knows the XXX% number is nonsense but if @OneLineage wants to regain credibility as the transparent player especially given their reliance on data science consider acknowledging the real industry number/estimate. $LINE $COLD"
X Link 2025-12-04T20:42Z 6015 followers, XXX engagements

"Still think Zestimates for the this company are too low $Z $ZG"
X Link 2025-08-15T19:17Z 6014 followers, 1572 engagements

"Bernstein upgrades Zillow with $XXX base target and $XXX if housing also normalizes. $Z $ZG"
X Link 2025-09-17T19:22Z 6014 followers, 4205 engagements

"Evercore on $ZG operating performance and cyclically depressed estimates yielding $XX target. No word on Zillow as a verb or Zestimate as a common noun"
X Link 2025-10-31T15:07Z 6014 followers, XXX engagements

"✅ Investindustrial to Acquire TreeHouse Foods $THS for $XXX Billion ✅ $CMPO announces business combination with Husky Technologies in a $7.4B deal"
X Link 2025-11-10T14:22Z 6014 followers, 2150 engagements

"$THC takes you to all time high while $SGRY surgically cut in half A core tenet of mine: ASC and you shall receive"
X Link 2025-11-10T19:48Z 6014 followers, 1622 engagements

"To his credit the bullish $COLD analyst that Barrons quoted in their article has downgraded the stock and taken down numbers. He notes further pressure on economic occupancy fixed commit roll-off and that the stock isnt that cheap. Not bullish $LINE either"
X Link 2025-11-14T18:01Z 6014 followers, 5010 engagements

"@FluctusCapital Most things have a price but on true FCF $COLD still quite expensive. More likely to be a buyer of $LINE gun to head"
X Link 2025-11-14T18:39Z 6014 followers, XXX engagements

"So Lineage claimed XXX% oversupply in cold storage. RBC called BS on this "likely 1.5x-2.0x higher". Wolfe data shows XX% supply added. My estimates are even higher. Lots of empty capacity now competing/discounting against incumbent price-gougers. Demand weak. $COLD $LINE"
X Link 2025-11-20T15:32Z 6014 followers, 2897 engagements

"Very good articulation of negative dynamics at $COLD and $LINE given current oversupplied market. 2026 will be the year of reckoning as a large part of the fixed-volume book rolls of"
X Link 2025-11-25T16:50Z 6014 followers, 1533 engagements

"$COLD truth: the earnings quality of these stocks is below my $LINE"
X Link 2025-11-26T15:16Z 6014 followers, 2262 engagements

"@tsxman The first question to ask imo is how much volume oversupply is there (And for how long will half-empty facilities offer discounts) Second how much are $COLD & $LINE overearning from above-market contracts that roll off in 2026"
X Link 2025-11-26T15:37Z 6014 followers, XXX engagements

"$LINE is hosting an investor forum next week. I presume they will talk through LinOS future cost saves which may demonstrate differentiation vs $COLD. But it would be nice if @OneLineage updated the industry supply & demand with legitimate numbers (total CF & total demand) 🙏"
X Link 2025-12-04T20:31Z 6014 followers, 2266 engagements

"Colliers summarizing cold storage dynamics at recent conference $LINE $COLD : developers rushed in 2021-2025 with excess capacity (low barrier to entry) power costs rising competing against AI Ozempic/GLP demand uncertainty tariff uncertainty"
X Link 2025-12-08T18:46Z 6015 followers, 2079 engagements

"Bernstein on Zillow-talk needed on earnings $ZG"
X Link 2025-10-27T15:45Z 6015 followers, 2194 engagements

"In its 10-K $LINE correctly describes its physical occupancy and general capacity in cubic feet. So why is it using square feet to describe the industry oversupply when facility heights have been increasing significantly in recent years Intentionally misleading or lazy $COLD"
X Link 2025-11-05T16:07Z 6014 followers, 1301 engagements

"$COLD & $LINE at the bottom of Wells Fargo REITs normalized FFO deceleration into 2026. After what will likely have been really poor 2025. Even if ones looking for bombed out REIT stocks many other places to look"
X Link 2025-12-05T15:56Z 6014 followers, 9028 engagements

"$SN is a thing of beauty. TD initiates with $XXX target on 22x 2026E"
X Link 2025-12-10T19:44Z 6014 followers, XXX engagements