@UrInsideMan Avatar @UrInsideMan G

G posts on X about $tri, ai, $clbt, $spgi 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 40.78% finance 13.59% cryptocurrencies 3.88% technology brands 3.88% financial services 0.97% countries 0.97%

Social topic influence $tri #9, ai 6.8%, $clbt #27, $spgi #117, $din 4.85%, $bak 3.88%, $sols 3.88%, $lyb 3.88%, $hun 3.88%, silver 3.88%

Top accounts mentioned or mentioned by @sfarringtonbkc @taobanker @edgecgroup @duediligenceguy @logicalthesis @capitalvalor @toffcap @blondesnmoney @nanalyzetweets @leevalueroach @sandbrandyn @bullreturns @merridew @sleepysolcap @siyul @smitchell17 @marketplunger1 @kyleadamsstocks @valuedrift @chitchatstocks

Top assets mentioned Thomson Reuters Corporation (TRI) Cellebrite DI Ltd. Class A Ordinary Shares (CLBT) S&P Global Inc (SPGI) Dine Brands Global, Inc. (DIN) Braskem S.A. American Depositary Shares (BAK) SOLLENSYS CORP (SOLS) LyondellBasell Industries NV (LYB) Huntsman Corporation (HUN) Ecopetrol S.A (EC) Conagra Brands Inc (CAG) Western Midstream Partners, LP. (WES) Energy Transfer, LP. (ET) Unity Software Inc. (U) Kinder Morgan Inc (KMI) Western Union Co (WU) Sphere Entertainment Co. (SPHR) Goldman Sachs (GS) Bath & Body Works Inc (BBWI) Crocs, Inc. (CROX) WW International, Inc. Common Stock (WW) Heroes of NFT (HON) Radiant Capital (RDNT) Paramount Skydance Corporation Class B Common Stock (PSKY) Progressive Corp (PGR) Ulta Beauty Inc (ULTA) British American Tobacco (BTI) Zoetis Inc (ZTS) Newell Brands Inc (NWL) Purr (PURR) CS Disco, Inc. (LAW) Walmart, Inc. (WMT) Costco Hot Dog (COST) IBM (IBM)

Top Social Posts

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

"added some PBR.A TRI CLBT. Sold LGO and SOLS (mostly to raise cash and SOLS' move seems too aggro)"
X Link 2026-02-12T17:40Z [---] followers, [--] engagements

"@chitchatstocks $TRI $SPGI $CLBT"
X Link 2026-02-13T13:57Z [---] followers, [---] engagements

"@CapitalValor $BAK - bad jurisdiction check. checkered history check Lots of debt check. Potential 3-5x bagger check"
X Link 2026-02-02T19:49Z [---] followers, [---] engagements

"@Mayhem4Markets @GoldmanSachs what a chart crime"
X Link 2026-02-14T01:27Z [---] followers, [---] engagements

"Names not in my portfolio that maybe should be: $EC $SOLS $BBWI $CROX $WW. Posting now so we can ridicule how wrong I am later when i inevitably underperform due to being irrationally attached to what I presently own"
X Link 2025-11-25T15:42Z [---] followers, [---] engagements

"Here's what's in the port: $WES $ET $EVC $LYB $HON $PGR $ULTA $BTI $U $RDNT $KMI $DIN $CLBT $ORR $PSKY leaps $TLT calls $SGOV (cash)"
X Link 2025-11-25T15:54Z [---] followers, [---] engagements

"@ToffCap So Wish is now just a holdco for other businesses Honestly could be interesting but why do we believe they'd be good stewards of capital"
X Link 2025-12-09T16:26Z [---] followers, [---] engagements

"After much and forth with the CIO i successfully persuaded him to drop TLT and add $EC and $SOLS"
X Link 2025-12-09T22:25Z [---] followers, [---] engagements

"Maybe a melting ice cube (at least that's the current view) but why doesn't $WU make sense here 20+% FCF yield on [----] guide (mgmt's been mostly right since 2023) 5.5x FWD EPS (at low end of guide) 10+% div. yield + buyback of anywhere from 7-10% (w/room to grow)"
X Link 2025-12-10T04:55Z [---] followers, [---] engagements

"@valuations_ $zts $hun"
X Link 2026-01-21T20:49Z [---] followers, [---] engagements

"Probably going to add to $CLBT $HUN and $LYB here"
X Link 2026-01-29T14:55Z [---] followers, [---] engagements

"@SFarringtonBKC $CLBT $HUN and $ZSL (if feeling extra spicy)"
X Link 2026-01-29T16:31Z [---] followers, [---] engagements

"So if GLP-1s aren't as great as everyone believes doesn't that make some of the food stalwarts long-able Here's looking at you $CAG. https://www.usatoday.com/story/news/nation/2026/01/28/glp-1-weight-loss-drug-lawsuits-side-effects/87611067007/ https://www.usatoday.com/story/news/nation/2026/01/28/glp-1-weight-loss-drug-lawsuits-side-effects/87611067007/"
X Link 2026-01-30T19:38Z [---] followers, [--] engagements

"$OEC just stupid cheap Been thinking of a way to play the EVs - more tire thesis i sketched out a while ago and this one seems great. 30% FCF Yield at low end of [----] guidance. Trades at 3x [----] ebitda guide (assuming low-end) 7x EPS (low-end). Specialty div. recovering"
X Link 2026-02-02T15:11Z [---] followers, [----] engagements

"@SFarringtonBKC I see the light on $OEC. i worry i may not have enough"
X Link 2026-02-02T15:19Z [---] followers, [---] engagements

"@SFarringtonBKC @duediligenceguy Figured it had to be somewhat backward looking. Was just looking at $CAG over the weekend and they mentioned that tidbit which I found interesting"
X Link 2026-02-02T15:35Z [---] followers, [--] engagements

"@SFarringtonBKC @duediligenceguy Tepper's WHR play makes a lot of sense by that logic too. I've just kept ULTA in my port for a long time as it's proven resilient and should benefit from that uplift. $NWL is kinda intriguing on the cons. disc. front though may be a bit too hard for me rn"
X Link 2026-02-02T15:45Z [---] followers, [--] engagements

"$PURR seems stupid which means it will probably 10x"
X Link 2026-02-03T00:35Z [---] followers, [---] engagements

"@blondesnmoney LZ yes. LAW no. Very different tools and CS Disco uses AI coding already. Realiability/ease of use new thing. Relativity (a mediocre platform still owns a massive share due to familiarity/entrenchment despite known issues for years)"
X Link 2026-02-03T15:56Z [---] followers, [---] engagements

"Added $TRI. Mkt is delusional if it thinks Anthropic has any chance of unseating $TRI. LZ's moat definitely seems toast. Is 23x FWD EPS cheap enough Idk. I'll back up the truck if this goes lower"
X Link 2026-02-03T16:07Z [---] followers, [---] engagements

"$TRI's earnings are on 2/5 too If I were a ballsier man I'd get calls here too"
X Link 2026-02-03T16:26Z [---] followers, [---] engagements

"Y'all know that NotebookLM and plenty of other AI tools can review contracts right Comparing it to a playbook you have to create (i.e. a manual that many companies have already) can also be done with these existing tools. This is a proper nothingburger for $TRI/$CLBT"
X Link 2026-02-03T16:32Z [---] followers, [---] engagements

"In case youre curious where the losses are the PE industry has been acquiring and then raiding the floats of c.10% of US life insurance assets. Theyve been filling them with private credit and direct lending all using the same private ratings agency to misclassify the loans. In case youre curious where the losses are the PE industry has been acquiring and then raiding the floats of c.10% of US life insurance assets. Theyve been filling them with private credit and direct lending all using the same private ratings agency to misclassify the loans"
X Link 2026-02-04T05:54Z [---] followers, [---] engagements

"Considering how much effort it's taken to match $ORR's performance this year maybe i should just dump it all into that and go focus on something else"
X Link 2026-02-04T17:23Z [---] followers, [---] engagements

"Guess who sold his xlp leaps a couple months ago at a loss to chase their next idea Crazy $XLP breakout (biggest weights $WMT $COST) https://t.co/MH8bbqG4nc Crazy $XLP breakout (biggest weights $WMT $COST) https://t.co/MH8bbqG4nc"
X Link 2026-02-05T05:05Z [---] followers, [---] engagements

"@nanalyzetweets Harvey does legal workflow stuff such as reviewing/creating documents which Westlaw never really did before so it's not apples apples. Westlaw literally has all the operative law indexed (much of which was done by manual people going to courts before e-filing). GL replicating"
X Link 2026-02-05T14:37Z [---] followers, [--] engagements

"@resourcebull @taobanker finally time for CPB You've been preaching it for a year now"
X Link 2026-02-05T14:58Z [---] followers, [---] engagements

"I have [--] green names out of like 20+ (1 is a short). That's kinda funny"
X Link 2026-02-05T15:49Z [---] followers, [---] engagements

"@leevalueroach $WU had some one-time expenses that should be backed out going forward iirc"
X Link 2026-02-05T17:50Z [---] followers, [---] engagements

"The fact that an analyst asked $TRI what westlaw's moat is suggests they really don't understand this business"
X Link 2026-02-05T18:24Z [---] followers, [---] engagements

"$TRI will likely end up my biggest position when this cycle is finished"
X Link 2026-02-05T18:30Z [---] followers, [---] engagements

"The thing that people underestimate is the degree to which the stakes matter so much w/r/t certain companies that claude even being a $$-saving option will not make major inroads. E.g. Various IBM antiquated software IS STILL IN USE and its flaws predate most SaaS"
X Link 2026-02-05T19:21Z [---] followers, [--] engagements

"@Citrini7 $TRI will survive and thrive"
X Link 2026-02-05T20:29Z [---] followers, [---] engagements

"@toiletkingcap Sounds like there will plenty of work for litigators which is bullish $TRI"
X Link 2026-02-05T21:11Z [---] followers, [---] engagements

"@TheWiseIC You're very wrong. $TRI operates proprietary database that cannot be access or trained off of. Firms won't switch due to confidentiality issues/costs associated with doing so (beyond $). TRI is integrating its own legal/accounting workflow tools (so no need to risk using claude)"
X Link 2026-02-06T18:09Z [---] followers, [--] engagements

"@Fierce__beast I met some lawyers in Rio who talked about taking surf breaks and partying until 4AM and were elite high-performers. Maybe living in good vibes/weather just brings the best out in you"
X Link 2026-02-09T15:32Z [---] followers, [---] engagements

"How funny would it be if KW3's load mgmt gets copied by a good chunk of the league and zero RB makes a roaring comeback"
X Link 2026-02-09T20:22Z [---] followers, [--] engagements

"Sold $KMI here. up 15% in a very short while. Feels a bit rich at 22x earnings. Div yield nothing to write home about. Never hurts to have cash handy"
X Link 2026-02-10T20:30Z [---] followers, [--] engagements

"AI is the flavor du jour for general market softness and is being used to justify layoffs just like companies spent [--] years justifying poor inventory mgmt on "supply chain issues" and the past [--] years justifying price increases due to "inflationary pressure.""
X Link 2026-02-10T21:57Z [---] followers, [--] engagements

"To be clear i'm not saying there isn't some truth to it but when a narrative becomes this pervasive and is being adopted by a lot of operators (most operators = avg) it's likely to be cover for something else"
X Link 2026-02-10T21:59Z [---] followers, [--] engagements

"@bennpeifert @stevehou No phd but was def considering one until i hit the higher level classes and was like yeah math is fun but these models are useless. How can we rule out every variable that matters"
X Link 2026-02-11T01:18Z [---] followers, [---] engagements

"@SandBrandyn Now i'm definitely an AI believer but this type of narrative is all too familiar"
X Link 2026-02-11T03:13Z [---] followers, [--] engagements

"this aged well. After much and forth with the CIO i successfully persuaded him to drop TLT and add $EC and $SOLS. After much and forth with the CIO i successfully persuaded him to drop TLT and add $EC and $SOLS"
X Link 2026-02-11T14:33Z [---] followers, [--] engagements

"@Sherman_FFB I think the offenses are likely to be dooky especially compared to the offenes of swift/harvey/rham"
X Link 2026-02-11T15:58Z [---] followers, [--] engagements

"@BULLReturns Also look for indicia of cost-cutting plant closures big writeoffs"
X Link 2026-02-11T20:16Z [---] followers, [---] engagements

"I had this idea too a while back that maybe just buying a scarce asset at a 1B mkt cap was a good idea regardless of w/e the economics were at the time but didn't pull the trigger for reasons I still can't articulate. Sometimes the simplest thesis is in fact best. You dont build a multibagger by waiting for consensus. $SPHR at $22 wasnt a story stock. Its the future of live entertainment infrastructure. One platform. Scarce assets. Structural demand. I own it big. Our subscribers own it. https://t.co/mQpehf1RCC You dont build a multibagger by waiting for consensus. $SPHR at $22 wasnt a story"
X Link 2026-02-12T14:54Z [---] followers, [---] engagements

"@EdgeCGroup You're going to make me start reading Forbes. First $DIN (which i own) then $SOLS (which i own) now $SPHR (which i was sooo close to owning). Makes me wonder if I should just join The Edge at this point since we're clearly on the same wavelength"
X Link 2026-02-12T15:00Z [---] followers, [--] engagements

"@Merridew__ $SPGI - 20x for a 14% s/h yield (div + buyback + org. growth). Seems like a fair price for a wonderfully oligopolistic business that will likely benefit from AI"
X Link 2026-02-13T00:06Z [---] followers, [---] engagements

"@marc_slans It trades at like 60x EPS"
X Link 2026-02-13T00:29Z [---] followers, [--] engagements

"Call me crazy but i really don't think $SPGI is getting unseated by anything and will leverage AI for its own benefit"
X Link 2026-02-13T00:30Z [---] followers, [--] engagements

"@RotoStreetWolf Why not saquon again"
X Link 2026-02-13T00:51Z [---] followers, [---] engagements

"@Sleepysolcap $SPGI director bought $1m worth too"
X Link 2026-02-13T02:26Z [---] followers, [--] engagements

"Sometimes an expensive market just needs a reason to selloff While I have no doubt AI will disrupt many businesses many stocks are just going down because they have no valuation support or bad fundamentals or both. The AI excuse might hurt a stock temporarily but I dare say many stocks getting hit will stay down and not because of AI. While I have no doubt AI will disrupt many businesses many stocks are just going down because they have no valuation support or bad fundamentals or both. The AI excuse might hurt a stock temporarily but I dare say many stocks getting hit will stay down and not"
X Link 2026-02-13T04:29Z [---] followers, [---] engagements

"@david_katunaric Be careful. Theyll terminators will come for your first"
X Link 2026-02-13T14:52Z [---] followers, [--] engagements

"If your significant other "loves to travel" your bank account will be in for a world of hurt. Those tastes do not get less expensive over time"
X Link 2026-02-13T16:03Z [---] followers, [--] engagements

"Stocks I thought about buying and didn't all up like 5% in [--] week. $CAG $DEO"
X Link 2026-02-04T14:57Z [---] followers, [---] engagements

"@siyul To be fair I have and thought about this. I'm just wondering if claudebot (or some analog) will be able to power through that. I don't see why it wouldn't be able to. Tbf they nuked a couple of my best pitches back in the day on WSB (all of which made a bunch of $$) before GME"
X Link 2026-02-13T16:15Z [---] followers, [--] engagements

"@undrvalue @GrowthStockGuy Counter is reddit is emerging as a legit marketing channel being adopted by major retailers. All they need to do is gain a small piece of the pie to keep growing at a pretty obscene clip which will flow to eps growth and s/h yield as dilution decreases (targting 1-3%)"
X Link 2026-02-15T05:33Z [---] followers, [--] engagements

"@smitchell17 Kyler"
X Link 2026-02-15T22:47Z [---] followers, [--] engagements

"@DavidCoxRJ To be fair the price got way over its skis and is now very much in the realm of reasonable though not quite cheap. Some more operational improvements (margins up) and continued growth and it could look quite cheap in hindsight (roughly 20-22x FWD EPS depending on forecasts)"
X Link 2026-02-06T16:18Z [---] followers, [---] engagements

"I think this "software" basket outperforms a lot of the rest over a 1-2 year timeframe - $CLBT $SPGI $TRI"
X Link 2026-02-13T18:37Z [---] followers, [---] engagements

"@calvinfroedge San Diego is pretty dope (idk about taxes/politics)"
X Link 2026-02-16T02:56Z [---] followers, [--] engagements

"@taobanker $LYB $DIN $EVC $ET $WES. PGR at [---] was good too. I'm a boomer at heart"
X Link 2025-11-20T23:00Z [---] followers, [---] engagements

"@LogicalThesis Was just curious. Either way looks spectacular"
X Link 2025-11-24T03:25Z [---] followers, [--] engagements

"@marketplunger1 $LYB is most reasonable play. $BAK riskiest w/true multibagger potential. Gotta look at whole sector to understand the different idiosyncracies. $HUN is interesting too"
X Link 2025-11-24T22:07Z [---] followers, [----] engagements

"@taobanker Ser no pipelines No tobacco"
X Link 2025-12-01T23:39Z [---] followers, [--] engagements

"+2% day on a LO port on a red day does hit kinda nicely (especially with LYB getting tax loss hit). I guess $ORR has some shorts"
X Link 2025-12-08T22:24Z [---] followers, [---] engagements

"$RELY taking US share but if WU mgmt is to be believed there's ample juice to be squeezed internationally and WU's brand equity + moat is superior there even if US biz is ex-growth. Could also be a way to play prosperity of other nations (India China etc.) but not 100% sure"
X Link 2025-12-10T04:58Z [---] followers, [---] engagements

"@EdgeCGroup @financedystop Bodes well for $din"
X Link 2025-12-13T19:13Z [---] followers, [--] engagements

"@taobanker Buy $din. My theorys playing out. Once the slop/carryout hits a price pt (were there) sitdown places will take share again (applebees already doing it)"
X Link 2025-12-13T19:17Z [---] followers, [--] engagements

"@KyleAdamsStocks $Evc"
X Link 2025-12-19T06:38Z [---] followers, [---] engagements

"@KyleAdamsStocks @CharlieYouakim Doesnt seem that cheap for a subprime lender (bnpl). I remember signature bank getting hyped due to crazy growth too"
X Link 2026-01-05T02:43Z [---] followers, [---] engagements

"@valuedontlie $BAK"
X Link 2026-01-21T19:45Z [---] followers, [---] engagements

"$BAK is pretty compelling R/R. potential 3x isn't easy to find nowadays. Is the picture presently pretty Reminds me a bit of SSL. Buy when most hated and pictures looks most bleak. Chemical allocation is pretty high now"
X Link 2026-01-22T15:35Z [---] followers, [---] engagements

"While everyone is losing their minds on silver ZSL long-dated calls (basically silver short) seem very mispriced"
X Link 2026-01-26T17:40Z [---] followers, [---] engagements

"@CalebFranzen @not_twitting What's funny is I recall a similar debasement narrative taking hold in 2010-2011 when Silver last went on its squeeztastic rip"
X Link 2026-01-27T14:56Z [---] followers, [---] engagements

"@atelicinvest The one that got me was the dude who claimed we got AGI b/c it booked him a reservation and obviated the need for an executive assistant (like that's all an EA does). Like man it already took [--] seconds.i'm not building an app to make it take.2 seconds"
X Link 2026-01-27T15:58Z [---] followers, [---] engagements

"@blondesnmoney Now this is artisanal alpha"
X Link 2026-01-27T17:00Z [---] followers, [---] engagements

"@pennyondollar suspect the recent nat gas price spike + prob weak Q4 gives you one more good entry"
X Link 2026-01-27T17:20Z [---] followers, [--] engagements

"@smitchell17 I like Kendre as a last round dart throw. Kamara could still have a role and Kendre's peripherals are better than Devin Neal's. Also this team is in cap hell and has been making moves consistent with that. Expect they will draft BPA at premium positions"
X Link 2026-01-27T18:10Z [---] followers, [----] engagements

"@taobanker INMD = no"
X Link 2026-01-28T00:04Z [---] followers, [---] engagements

"@WillManidis now this is artisanal alpha"
X Link 2026-01-28T22:10Z [---] followers, [---] engagements

"@AndreasSteno I don't see how industrial silver demand doesn't drastically pivot ASAP (probably explain copper run tbh) at these prices and some projects probably don't happen. As a commodity guy buying here feels insane"
X Link 2026-01-29T14:10Z [---] followers, [--] engagements

"@HighyieldHarry I wonder if this is all just cover for the fact that commodities spiking like this ensures that inflation comes back"
X Link 2026-01-29T16:26Z [---] followers, [---] engagements

"@JSE_Invest prices have been improving too"
X Link 2026-01-30T14:25Z [---] followers, [---] engagements

"Good rule of thumb is to pretty much ignore all "insider" activity for the major asset managers/custodians/MMs (Vanguard Blackrock JPM Citadel Jane etc.) since their "ownership" is all noise and minimal (if any) signal"
X Link 2026-01-30T15:53Z [---] followers, [--] engagements

"Took an L on $U. Watched the deep mind video last night and didn't put it together until it nuked this AM. Feels like an overreaction but i'm not sure where this settles down especially given out of favor sector"
X Link 2026-01-30T15:55Z [---] followers, [---] engagements

"Jeez. I thought selling at [--] felt like capitulation"
X Link 2026-01-30T16:02Z [---] followers, [--] engagements

"Considering the chem exposure U slaughter and the general carnage today [-----] doesn't seem so bad (ty silver short)"
X Link 2026-01-30T18:58Z [---] followers, [--] engagements

"And we're green wtf"
X Link 2026-01-30T19:23Z [---] followers, [--] engagements

"@mortgagetruth Why is it economic destruction if we remove some of the distortions in the housing market Why is the Fed buying MBSs Why was ZIRP anything other than horrible policy"
X Link 2026-01-30T23:05Z [---] followers, [---] engagements

"@SFarringtonBKC @duediligenceguy seasonal discounting could play a role too. Conagra mentioned how its retailers do that to drive store traffic especially for holiday promos etc. Not sure how big a factor it is but probably contributes to deflationary pressures"
X Link 2026-02-02T15:23Z [---] followers, [--] engagements

"@SFarringtonBKC @marketplunger1 Sure but if it blew up you know it'll take a lot of folks with it"
X Link 2026-02-03T18:05Z [---] followers, [--] engagements

"@valuedrift RDVT has no hardware component as far as I can tell and is playing in a much messier/competitive sandbox. What am i missing"
X Link 2026-02-03T19:43Z [---] followers, [--] engagements

"@DeepDishEnjoyer Isn't it because Saylor levered up to buy it whereas GME has been sitting on a cash pile and figured well our business isn't doing anything might as well buy some BTC"
X Link 2026-02-03T23:56Z [---] followers, [----] engagements

"@Sleepysolcap @based16z Like $TRI. Good luck rebuilding its database. E-filing is only like [--] years old. Laws are considerable older than that"
X Link 2026-02-04T03:02Z [---] followers, [---] engagements

"@ToffCap The idea that Anthropic can come for Westlaw indicates such a fundamental misunderstanding it's laughable. If TRI goes to like 10-12x EPS (with intact fundamentals) I think i'll be 100% TRI and chill"
X Link 2026-02-04T19:15Z [---] followers, [---] engagements

"@Merridew__ Yes. Didn't you hear PG and Unilever went bankrupt"
X Link 2026-02-05T16:00Z [---] followers, [--] engagements

"@Aureliusltd28 FIS =/= Fidelity LOL"
X Link 2026-02-06T00:20Z [---] followers, [---] engagements

"@shortbus_ace So they may be screwed because theyre at the workflow intersection that claude is specifically targeting especially for lesser-stake tasks. Nobody is using LZ for cross-border m&a big $ bk filings etc"
X Link 2026-02-06T02:50Z [---] followers, [--] engagements

"@LogicalThesis Its not. Just stairs up elevator down kinda shit. Derisked slightly. Bought more $tri"
X Link 2026-02-06T03:08Z [---] followers, [--] engagements

"@leevalueroach so payday loans for rent So now instead of only getting sued by landlord upon default for eviction you can get sued by Klarna's collections attorneys too"
X Link 2026-02-06T17:35Z [---] followers, [--] engagements

"@StealthQE4 Debtor's prison"
X Link 2026-02-06T18:01Z [---] followers, [--] engagements

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