[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@TheBenSchmark Avatar @TheBenSchmark JabroniCoin.USD

JabroniCoin.USD posts on X about $cold, $line, $cenx, $ths the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.

Engagements: XXXXX #

Engagements Line Chart

Mentions: XX #

Mentions Line Chart

Followers: XXXXX #

Followers Line Chart

CreatorRank: XXXXXXX #

CreatorRank Line Chart

Social Influence #

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

Social topic influence $cold #7, $line #1, $cenx #2, $ths #3, mentions #50, $cmpo #1, tariffs #1586, $cc #21, has been 2.25%, acquisition XXXX%

Top accounts mentioned or mentioned by @tshirtnjeans2 @tsxman @taobanker @citrini7 @institlpgp @jonlitt @theweezguy @dannyocean555 @recoverytrade @profpaulnary @evanlorenz @erictheumpire @raydalio @abraxasbridge @jimjim90809850 @jimmydagreek76 @nuggetcapital @onelineage @gatorcapital @akstoncapital

Top assets mentioned Americold Realty Trust, Inc. (COLD) Lineage, Inc. Common Stock (LINE) Century Aluminum Co (CENX) Treehouse Foods, Inc. (THS) The Chemours Company (CC) Broadcom, Inc. (AVGO) Fermi Inc. Common Stock (FRMI) EQT, Corp. (EQT) QXO, Inc. Common Stock (QXO) Zillow Group, Inc. (ZG) Honeywell International Inc (HON) Fiserv, Inc. (FI) Bitcoin (BTC) Applied Blockchain, Inc. Common Stock (APLD) CarMax, Inc (KMX) Lithia Motors, Inc. (LAD) Asbury Automotive Group, Inc. (ABG) Match Group Inc (MTCH) Axalta Coating Systems Ltd. (AXTA) Microsoft Corp. (MSFT) Alphabet Inc Class A (GOOGL)

Top Social Posts #

Top posts by engagements in the last XX hours

"I expect similar commentary to Brad Jacobs & $QXO on David Cote & CompoSecure $CMPO (perhaps with a new name) when they do their first big acquisition. Organic and inorganic EBITDA multiplying. Merger Monday $RHLD already pricing it in"
X Link @TheBenSchmark 2025-10-03T17:32Z 5827 followers, 2539 engagements

"Its funny how low-moat cold storage REITs $COLD & $LINE could be both AI-losers (on the cost side) and GLP-losers (on the revenue side)"
X Link @TheBenSchmark 2025-09-30T14:32Z 5826 followers, 6282 engagements

"$CENX to increase production at Mt Holly by 50000 MT while Midwest premium continues to moon & they get more Section 45X credits. Forward EBITDA numbers keep going up & XXX MW of power seems like gravy on top"
X Link @TheBenSchmark 2025-10-07T13:22Z 5826 followers, 1191 engagements

"@TheWeezGuy GLP-1 is low on my list of headwinds here but to be fair even the CEO of $COLD acknowledged it as a headwind. And scripts are only rising"
X Link @TheBenSchmark 2025-10-12T23:13Z 5826 followers, XXX engagements

"Investaindustrials Windoria merger creates a $4bn platform for private label acquisitions. This new platform also will enable further growth in other markets including through acquisitions. Who else is in the bidding for $THS"
X Link @TheBenSchmark 2025-10-06T15:07Z 5827 followers, 4322 engagements

"@RecoveryTrade The industry still has a supply issue that impacts both $LINE & $COLD"
X Link @TheBenSchmark 2025-09-06T22:46Z 5824 followers, 1722 engagements

"When a silly meme succinctly communicates multiple legs of a thesis and you dont even need to add a trade of the century pun $CENX"
X Link @TheBenSchmark 2025-10-09T17:35Z 5825 followers, 1310 engagements

"Barclays on $THS"
X Link @TheBenSchmark 2025-09-30T13:09Z 5822 followers, 6401 engagements

"Treehouse Foods $THS was a nearly $XX stock when they announced an agreement with Jana Partners who after X years are still on the board. Lets see if they can finally unlock shareholder value and what price can they command if there are multiple bidders"
X Link @TheBenSchmark 2025-10-03T15:55Z 5826 followers, 2918 engagements

"Curious when $CMPO partnership with Fiserv yields a large Arculus authentication deal with a non-crypto bank or credit card company"
X Link @TheBenSchmark 2025-10-03T13:23Z 5823 followers, 2956 engagements

"It would be cool if new $COLD management is more upfront about the extent of volume oversupply doesnt call soft competitor pricing irrational and considers not gouging their customers. Perhaps they might take a look at some below the $LINE accounting items as well"
X Link @TheBenSchmark 2025-09-02T18:58Z 5826 followers, 2705 engagements

"GLP-1 total scripts are going up and to the right. Besides $COLD & $LINE what are some other low-key GLP-1 losers"
X Link @TheBenSchmark 2025-10-12T21:59Z 5827 followers, 4072 engagements

"JPM takes down numbers on $LINE as both pricing pressure (oversupply & weak demand) and the operational intensity of these businesses coming into focus. Imho $COLD & $LINE should be valued like operating businesses on real FCF after true maintenance capex"
X Link @TheBenSchmark 2025-09-24T18:52Z 5825 followers, 9056 engagements

"Latest Newmark cold storage report: gap between supply & demand will be its widest on record in 2025 in XX supply will still outpace👀 Still underestimating supply by assuming 26ft height & XX% efficiency despite much taller automated facilities since XX $COLD $LINE"
X Link @TheBenSchmark 2025-10-09T18:20Z 5826 followers, 2899 engagements

"Tan hocked the $AVGO news on the last call. His comp depends on it"
X Link @TheBenSchmark 2025-10-13T13:43Z 5824 followers, 1128 engagements

"Fermi $FRMI prospectus provides the economics for their future land power and water. $CENX already has in-place land power water and a facility. XXX MW"
X Link @TheBenSchmark 2025-10-02T18:40Z 5827 followers, 8623 engagements

"Wow Keybanc almost does it Explicitly describes cold storage oversupply problem mentions why cubic ft matter (new heights & automation) but doesnt do the final math to convert XXXX% SF growth to cubic feet. So close Costar data + interpolation gets the answer. $COLD $LINE"
X Link @TheBenSchmark 2025-10-06T17:17Z 5827 followers, 4830 engagements

"$THS & $CMPO are my favourite merger-Monday candidates. Yours"
X Link @TheBenSchmark 2025-10-03T19:53Z 5823 followers, 3481 engagements

"Stacy Rasgon on the $AVGO OpenAI deal and meeting with Hock Tan. asked whether he could hit his $90B baseline AI revenue threshold with his current X customers he responded EASILY and thought it was possible to get to the $120B stretch goal with those X as well"
X Link @TheBenSchmark 2025-10-14T13:23Z 5827 followers, XXX engagements

"Aluminum Midwest Premium is showing no signs of TACO. $CENX largest US producer of this critical mineral will realize the higher MWP along with Section 45X credits for XX% of its COGS. Q4 EBITDA should be something Thats without any 500MW power deal with AI datacenter"
X Link @TheBenSchmark 2025-10-13T13:57Z 5826 followers, 1857 engagements

"$CC low-cost producer at bottom of cycle with growing datacenter cooling business and Solstice refrigerant IPO coming. At 7x forward EPS If there is a time to fade environmental liabilities"
X Link @TheBenSchmark 2025-10-03T13:46Z 5825 followers, 2663 engagements

"Bernstein on the increasing interconnect queue and value of time to power to AI DC developers. Bitcoin miners are an alternative. Or an idled aluminum plant with XXX MW power water and land from a company that the DOE partnered with: Century Aluminum $CENX"
X Link @TheBenSchmark 2025-10-13T13:31Z 5825 followers, 1325 engagements

"If the sellside & buyside actually starts digging into the $COLD quality of earnings the components of AFFO capitalized expenses EBITDA adjustments and given old facilities how much capex is actually maintenance. oof Whats the real FCF here and is it below the $LINE"
X Link @TheBenSchmark 2025-08-18T18:19Z 5827 followers, 3701 engagements

"Im once again asking analysts & the companies to not use square feet to track new cold storage supply adds. Its precise but precisely wrong. Facilities built in the last X years are much taller. The volume added is significantly more than SF suggests 👀 $COLD $LINE 🧊🕋"
X Link @TheBenSchmark 2025-08-15T17:22Z 5824 followers, 5308 engagements

"$CENX might want to look at $APLD creative financing to help maximize its XXX MW of power/water/land"
X Link @TheBenSchmark 2025-10-10T13:47Z 5827 followers, XXX engagements

"The Reorg piece on $THS sale mentions multiple bidders. Could be financial buyers strategies and hybrid-platforms if they shake the tree. Food for thought. H/T @ProfPaulNary"
X Link @TheBenSchmark 2025-10-02T18:47Z 5824 followers, 4795 engagements

"@EricTheUmpire The call on power is 7GW. $CENX calls out"
X Link @TheBenSchmark 2025-09-29T14:31Z 5824 followers, XXX engagements

"Wolfe finally does it Estimates cubic feet of supply growth since 2020 incorporating increasing heights. Mid 20s % cumulative volume growth in an industry with declining demand😬 Americold declining physical occupancy is telling $COLD winter below my $LINE 🤏🏽"
X Link @TheBenSchmark 2025-10-10T15:27Z 5827 followers, 2234 engagements

"Street been slow to the negative impact of oversupply in cold storage on $COLD & $LINE. Keybanc highlighting it: XX% increase in Sq Ft But they still miss a key point: cubic feet is what matters & facility heights increased dramatically since XX. Real oversupply much higher"
X Link @TheBenSchmark 2025-10-03T16:07Z 5825 followers, 1429 engagements

"Newmark notes that most new cold storage developments are over 200k square feet & taking longer to lease up. This is true but understates the issue because these newer and larger facilities are also taller. More volume more unleased supply. More discounting at $COLD $LINE"
X Link @TheBenSchmark 2025-10-13T18:02Z 5827 followers, 1175 engagements

"I remember it was only a few quarters ago when folks said no real capacity adds (supply has been largely non-existence Now the refrain is the glut wont last forever🥶🤷♂ I ask $COLD & $LINE bulls a simple question: What is the % of cubic feet of supply added since 2021"
X Link @TheBenSchmark 2025-09-26T17:21Z 5825 followers, 1682 engagements

"Resolute Holdings getting bid upto all time highs with a $665m market cap. What does it imply for the immediacy and EBITDA potential of $CMPO first acquisition"
X Link @TheBenSchmark 2025-10-06T13:51Z 5823 followers, 1662 engagements

"As a reminder this was Timnas $CENX analysis at Wolfe on the value of the potential Hawesville datacenter conversion which is not included in the new analysis and $XX target price. $39-$49/share of incremental value 👀"
X Link @TheBenSchmark 2025-10-09T13:04Z 5824 followers, 1032 engagements

"The CarMax $KMX halo was quite perplexing despite visible headwinds a broken bull thesis and a valuation that left little room for mistakes. LAD and ABG havent had the best operating environment but the valuation was undemanding"
X Link @TheBenSchmark 2025-10-09T02:19Z 5824 followers, 1379 engagements

"@tsxman The PE funded supply that entered 2021 onward can cut prices and offer discounts to get their occupancy up. Lets see how low the discounting can go and how much $COLD & $LINE above-spot fixed volume pricing is as it rolls off"
X Link @TheBenSchmark 2025-09-29T17:47Z 5825 followers, 4423 engagements

"$EQT might be short for Equation From the smart and funny Bob Brackett at Bernstein: EQT is the simplest highest-beta lsrge cap E&P bet on the future of US gas & power""
X Link @TheBenSchmark 2025-09-30T17:09Z 5827 followers, 6411 engagements

"Every $QXO initiation is telling. Value it on out year M&A plus extracted efficiency EBITDA. Effectively front-run the next few inevitable accretive deals. With $CMPO one can front-run David Cotes first deal that might be a beacon 🚨"
X Link @TheBenSchmark 2025-08-28T18:16Z 5826 followers, 11.2K engagements

"And she does initiate on $CENX with a $XX PT on 6x EV/EBITDA without any credit for Hawesville XXX MW. After 45X & tariffs the US now operates the worlds most profitable smelters. Wow"
X Link @TheBenSchmark 2025-10-08T13:35Z 5827 followers, 4814 engagements

"The original Reorg/Octus reporting about the InvestIndustrial $3bn bid for $THS by Paola notes other bidders could emerge Who would be the other bidders How much could they pay on top Seems like a snack-sized acquisition"
X Link @TheBenSchmark 2025-09-30T19:37Z 5820 followers, 1674 engagements

"The sell-side is just starting to look at $COLD with sober eyes. JPM reducing estimates & downgrading (most of street still bullish) noting fixed-volume roll-off pricing (supply) issues and accounting items"
X Link @TheBenSchmark 2025-09-24T15:35Z 5825 followers, 4390 engagements

"To front-run Buffett I decided to start with the Cs $CMPO: David Cote at helm M&A growth imminent $CENX: commodity price spiking AI/power optionality $CC: low-cost trough cyclical refrigerant optionality $C: ex-shitco bank climbing ROTE $COLD: oversupply & weak demand"
X Link @TheBenSchmark 2025-09-12T18:30Z 5825 followers, 1342 engagements

"@tangentstyle Thank you. The $LINE amended S-1 had an incredibly good short thesis. All one needed to do was to multiply by a taller height (and efficiency) factor since they were careful not to mention cubic feet"
X Link @TheBenSchmark 2025-10-06T20:12Z 5825 followers, XXX engagements

"@jimjim90809850 This is correct. However I would ask $COLD bulls what normalized real FCF (adjusting for overearning: fixed volume overpriced contracts and current oversupply and weak pricing) is after all required sustaining capex (old facilities) capitalized costs & one-time adds"
X Link @TheBenSchmark 2025-09-26T18:12Z 5825 followers, XXX engagements

"Bernstein upgrades Zillow with $XXX base target and $XXX if housing also normalizes. $Z $ZG"
X Link @TheBenSchmark 2025-09-17T19:22Z 5827 followers, 1963 engagements

"TiO2 bottoming refrigerants getting a new IPO comp and cooling optionality with low cost producer $CC at a cheap valuation. Reminds me of $CENX a year ago"
X Link @TheBenSchmark 2025-10-08T15:57Z 5825 followers, 1191 engagements

"Newmark showing new supply wave of cold storage while pointing out that older facilities are the most structurally vacant & disadvantaged. Americold $COLD facilities are the oldest & least automated (with the highest maintenance capex needs). $LINE has newer & taller ones"
X Link @TheBenSchmark 2025-10-14T17:11Z 5827 followers, 1029 engagements

"Is this bullish $MTCH"
X Link @TheBenSchmark 2025-09-05T12:55Z 5825 followers, XXX engagements

"UBS on the cool new datacenter opportunity for $CC A bet on server density increasing and direct cooling. A significant potential TAM & share of TAM while core refrigerants business should get highlighted by Solstice IPO"
X Link @TheBenSchmark 2025-10-06T14:36Z 5825 followers, 15K engagements

"The original Reorg/Octus piece about the InvestIndustrial bid for $THS by Paola notes other bidders could emerge"
X Link @TheBenSchmark 2025-09-30T13:47Z 5820 followers, 2078 engagements

"A good reminder from Bob Brackkett on gas production as oil price crumbles: how much of it is associated gas and with oil-directed economics $EQT"
X Link @TheBenSchmark 2025-10-10T19:05Z 5827 followers, 1002 engagements

"Still think Zestimates for the this company are too low $Z $ZG"
X Link @TheBenSchmark 2025-08-15T19:17Z 5827 followers, 1467 engagements

"Didnt realize $CENX made it to substack writeup state. Solid thesis summary though I would add: 1) tariffs are much higher and Midwest Premium nearly tripled 2) XXX MW of power & water creates AI datacenter optionality on top"
X Link @TheBenSchmark 2025-10-01T16:12Z 5825 followers, 1607 engagements

"LNG demand is doubling and AI just throws gas on the $EQT thesis"
X Link @TheBenSchmark 2025-10-08T18:55Z 5827 followers, 2276 engagements

"Lets see what kind of sale Jana can effectuate at $THS and who the other bidders might be"
X Link @TheBenSchmark 2025-10-02T13:20Z 5822 followers, 2461 engagements

"Keybanc gets credit for explicitly acknowledging Newer facilities have been built bigger & taller too which means cubic foot supply growth has been even more meaningful Waiting for an analyst to put a number on cubic ft of supply growth. (Hint: it aint pretty) $COLD $LINE"
X Link @TheBenSchmark 2025-10-07T12:19Z 5825 followers, 1279 engagements

"The Reorg/Octus reporting on the $3bn $THS deal noted other bidders could emerge and that InvestIndustrial already owns some Treehouse assets. Merger Monday How much more could other bidders pay Jana on the board"
X Link @TheBenSchmark 2025-10-03T13:59Z 5826 followers, 8184 engagements

"Forget the XXX GW Altman baloney but OpenAI is set to exit 2025 with X to XX GWs. $CENX has XXX MW of ready power (with land and water access) sitting around idle"
X Link @TheBenSchmark 2025-10-06T13:25Z 5824 followers, 1331 engagements

"Finally more analysts realizing theres real pricing erosion in cold storage after years of gouging and a now oversupplied market. Baird taking numbers down on $COLD & $LINE Further erosion in 2026 and pricing to continue being under pressure"
X Link @TheBenSchmark 2025-09-29T16:14Z 5825 followers, 4956 engagements

"Often exalted by compounder bros this stock has been like watching paint dry for a decade. It does seem cheap-ish so I dont have an $AXTA grind"
X Link @TheBenSchmark 2025-07-23T15:48Z 5826 followers, XXX engagements

"TD Cowen reporting significant GW deployment acceleration from OpenAI Anthropic and Amazon. (Google TPUs for Anthropic.) And Microsoft returning to the market Bodes well for $CENX with XXX MW of power and water in Kentucky $AVGO ASICs and $CC cooling"
X Link @TheBenSchmark 2025-10-02T18:21Z 5824 followers, 1664 engagements