@aresearchguy Avatar @aresearchguy A Research Guy

A Research Guy posts on X about $lulu, $clx, $gxo, $zbra the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

Engagements: [-----] #

Engagements Line Chart

Mentions: [--] #

Mentions Line Chart

Followers: [-----] #

Followers Line Chart

CreatorRank: [---------] #

CreatorRank Line Chart

Social Influence

Social category influence stocks 45% fashion brands 16% finance 15% cryptocurrencies 5% technology brands 3% countries 1%

Social topic influence $lulu #466, $clx 15%, $gxo 5%, $zbra 5%, in the 4%, $keys 4%, lol 3%, investment 3%, stocks 3%, $otis 3%

Top accounts mentioned or mentioned by @taobanker @ibarragan19 @snowmanllc @lundeenne @pegasusfund @hatfieldcapital @michaeljburry @mattjmcclintock @erickquay @jimmybutlercap @bucketshopcap @anidesh7 @billackman @bremont @valuations @hambinocapital @breadcrumbcap @k3ithmccullough @west4thstreet @invesquotes

Top assets mentioned Lululemon Athletica Inc (LULU) Clorox Co (CLX) GXO Logistics, Inc. (GXO) Zebra Technologies Corp. (ZBRA) KEYS (KEYS) Otis Worldwide Corp (OTIS) Good Games Guild (GGG) Verisk Analytics, Inc. (VRSK) Amphenol Corporation (APH) Hershey Co (HSY) ITT Inc. (ITT) Thermo Fisher Scientific Inc. (TMO) Quest Diagnostics Inc (DGX) PKG Token (PKG) Microsoft Corp. (MSFT) Alphabet Inc Class A (GOOGL) Lam Research Corporation (LRCX) Amazon.com, Inc. (AMZN) Broadcom, Inc. (AVGO) CAVA Group, Inc. (CAVA) Saia, Inc. (SAIA) Mine Safety Incorporated (MSA) Cummins Inc. (CMI)

Top Social Posts

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

"lol Rap: Jake Bobo suffered broken hand in NFC Championship game. He's playing in the Super Bowl. Rap: Jake Bobo suffered broken hand in NFC Championship game. He's playing in the Super Bowl"
X Link 2026-02-08T23:28Z [----] followers, [---] engagements

"$LULU down 20%+ in a month on what lol Thank you"
X Link 2026-02-05T18:03Z [----] followers, [----] engagements

"Yeah this aint it chief lol"
X Link 2026-02-09T01:22Z [----] followers, [---] engagements

"lululemon Introduces Unrestricted Power A New Sensation for Strength Training $LULU https://www.businesswire.com/news/home/20260210009351/en/lululemon-Introduces-Unrestricted-Power-A-New-Sensation-for-Strength-Training https://www.businesswire.com/news/home/20260210009351/en/lululemon-Introduces-Unrestricted-Power-A-New-Sensation-for-Strength-Training"
X Link 2026-02-10T17:05Z [----] followers, [---] engagements

"I am glad to be part of this number. JANUARY LAYOFFS SURGE TO 17-YEAR HIGH U.S. employers announced [------] layoffs in January up 205% from December and the highest January total since [----] according to Challenger Gray & Christmas. The surge was led by transportation with UPS planning up to [-----] job cuts JANUARY LAYOFFS SURGE TO 17-YEAR HIGH U.S. employers announced [------] layoffs in January up 205% from December and the highest January total since [----] according to Challenger Gray & Christmas. The surge was led by transportation with UPS planning up to [-----] job cuts"
X Link 2026-02-05T12:34Z [----] followers, [---] engagements

"People also forget there are literally other areas to invest your money there are other companies out there to buy shares of that are attractive. Mind blowing I know. People telling you today is a great buying opportunity are not your friends. Sit down and run a DCF on 185B Capex for a company that made only 132B in profits in all of [----] This is existential levels of investment. Microsoft Amazon Google all want to capture the pie People telling you today is a great buying opportunity are not your friends. Sit down and run a DCF on 185B Capex for a company that made only 132B in profits in"
X Link 2026-02-05T13:53Z [----] followers, [---] engagements

"The real bubble is everyone talking about the same stocks on here. Other areas are going to do well with or without AI"
X Link 2026-02-11T13:08Z [----] followers, [---] engagements

"I do believe knee jerk reactions create opportunities for LT investors so if you are smart enough I am sure there are opportunities in the current sell-off in the software part of the market. I also believe you should not force yourself to look at things you are not competent in"
X Link 2026-02-15T14:55Z [----] followers, [---] engagements

"Also the market can remain irrational longer than you can remain solvent. So"
X Link 2026-02-15T14:56Z [----] followers, [---] engagements

"$CLX chart incrementally more attractive as well technical + fundamental"
X Link 2026-01-06T14:41Z [----] followers, [---] engagements

"@Ibarragan19 no tapered it back in the 200s this is mostly driven by $CLX. LULU is my second largest currently actually drove some downside the last [---] weeks of the month. Was up 9-10% YTD at one point haha"
X Link 2026-02-01T21:19Z [----] followers, [--] engagements

"@PegasusFund Clorox and lululemon are cheap"
X Link 2026-02-06T03:12Z [----] followers, [---] engagements

"I think $OTIS and $GGG might trade in the $80s forever"
X Link 2025-12-23T15:00Z [----] followers, [---] engagements

"is $VRSK going bankrupt asking for a friend should i spend some time here"
X Link 2026-02-11T14:00Z [----] followers, [---] engagements

"Fuck off NYC Mayor Mamdani says America should look to Islam and the prophet Muhammad to support migration. https://t.co/Cjd7kfIkz2 NYC Mayor Mamdani says America should look to Islam and the prophet Muhammad to support migration. https://t.co/Cjd7kfIkz2"
X Link 2026-02-07T00:28Z [----] followers, [---] engagements

"I am looking for someone who is a shareholder of $APH Amphenol Corp and would like to schedule a time to chat via zoom / teams. Looking for deep insight into the biz. Anyone Pls RT"
X Link 2026-02-10T12:35Z [----] followers, [---] engagements

"I mean are estimates gonna get destroyed"
X Link 2026-02-11T14:03Z [----] followers, [---] engagements

"$KEYS is a perfectly priced business if I say so myself updated all my numbers. It would take a 30-35% drawdown for me to get interested fantastic company. Firing on all cylinders. Probably wrong and probably greedy"
X Link 2025-11-25T16:32Z [----] followers, [---] engagements

"@HatfieldCapital holy fuck. Reminds me of [--] guys pricing lol"
X Link 2025-11-26T18:46Z [----] followers, [---] engagements

"@michaeljburry I own $lulu too. A lot of it. Would be curious to read a well-thought out thesis from you on the substack"
X Link 2025-11-26T23:47Z [----] followers, [----] engagements

"@taobanker None of those are new within the past 6-8 months. I disagree with this statement. Capital one has been there for over a year and its non-member applicable. Good way to clear inventory"
X Link 2025-11-27T18:15Z [----] followers, [---] engagements

"For those new followers I have my core competence list of stocks that include $ZBRA $LULU $OTIS $LRCX $AMZN $KEYS $HSY $GGG $DGX $AVGO $GXO $ITT $TMO. Ive built this list over the years where I am comfortable putting money. While it may seem like I talk about the same stocks thats because my zone of competence is not as wide as the bros who follow [---] on here and perfectly time top and bottoms. A few on my research list that takes time are $ICE $LOW $CLX $LMT $CNH $CMI Not worth diving into my PA strategy because thats irrelevant outside of my pinned tweet but these are the types of biz I"
X Link 2025-11-28T01:53Z [----] followers, [----] engagements

"@BillAckman @Bremont sorry bill these are ugly"
X Link 2025-11-29T15:14Z [----] followers, [--] engagements

"Ive officially released my full coverage I only add a new name maybe every 6-8 months. Example A is Ive been in and out of $ZBRA numerous times which has fared better than buying and holding it because of the demand pull forward and normalization during / after COVID. I own in the $250s again now. https://twitter.com/i/web/status/1994836719271591994 https://twitter.com/i/web/status/1994836719271591994"
X Link 2025-11-29T18:31Z [----] followers, [--] engagements

"@valuations_ Gotta BNPL those Nikes shoes and Lulu leggings ;)"
X Link 2025-12-03T13:24Z [----] followers, [---] engagements

"@MattJMcClintock sweatshirt hella comfy tho but yeah not a fan of the logo. However the new Polka drop is catching hype. My wife wants it. Help"
X Link 2025-12-03T22:41Z [----] followers, [---] engagements

"@snowmanllc We can add $CLX to my coverage list now. Thanks to @lundeen_ne"
X Link 2025-12-04T14:06Z [----] followers, [---] engagements

"@hambinocapital Congrats man Our 3rd is due Dec 17ish. you got a big baby on the way"
X Link 2025-12-04T14:53Z [----] followers, [--] engagements

"https://www.placer.ai/anchor/articles/is-lululemon-poised-for-a-holiday-rebound https://www.placer.ai/anchor/articles/is-lululemon-poised-for-a-holiday-rebound"
X Link 2025-12-04T19:12Z [----] followers, [---] engagements

"@ErickQuay I acquired all common shares I could possibly muster up. I will see you at $250"
X Link 2025-12-05T18:21Z [----] followers, [--] engagements

"Outside of tariffs and de minimis the company was going to $14.25+ this year. Outside factors. I think consensus revenue is too low over the next three years. My bear case is $10.5 in eps at 15x which basically I guess was around $157. Stock bottomed at $159. If management was smart enough to kitchen sink with tariffs and de minimis last Q then yeah they have real issues should be incremental upside from here given they guide more than halfway thru a Q. Also they dont guide with future buybacks baked in only current"
X Link 2025-12-05T19:52Z [----] followers, [---] engagements

"Kinda interesting that lululemon has pushed traffic to the app which is more difficult to track vs web search given early member drop access and such. Might be harder to take any alt data as value. Unsure of how much of a shift it would be. Personally I only use the app i don't go into a store or the normal website. Also there is only an iOS app not android. Why $lulu Apparently they left the android years ago and focused on the iOS ecosystem"
X Link 2025-12-06T19:56Z [----] followers, [----] engagements

"If anyone is interested in hiring a completely remote analyst/PM (circumstance I cant move) DM me. Would love to have some discussions with some small LO shops. My experience is a bit funky so would love to chat about it. Place Im at it is absolutely turning upside down and fundamentally going against my investment philosophy. I am more disappointed than mad. Private equity is destroying the RIA environment IMO. For color I am a LO analyst. I am also funny"
X Link 2025-12-08T13:29Z [----] followers, 16.2K engagements

"The way that they are restructuring internal models to include asset classes that generally dont make sense for some people. Granted it is up to the advisor on how to deploy the risk tolerance. But the private credit push (which I think is a fine place to be dependent on client needs) is being shoved every which way down advisors throats. Same with ETNs and hedged equity strategies. It just seems very weird to me"
X Link 2025-12-08T14:28Z [----] followers, [---] engagements

"@Ibarragan19 Nah I think earnings will come in BTE. They still have $880m on buybacks and probably authorize more. They should be loading the boat here"
X Link 2025-12-08T20:12Z [----] followers, [--] engagements

"Lululemon app downloads +181% m/m 7% y/y. MAU 49% m/m 11% y/y. $lulu"
X Link 2025-12-09T15:02Z [----] followers, [----] engagements

"$CLX Consumer Staples extreme cheap vs the index. Some would say this is an opportunity. Others would say this is the type of thing you see at the top (n.b. notice where it traded at the dot-com bubble peak vs the [----] financial crisis lows). from the Weekly ChartStorm: https://t.co/V8B2Xbiq3t Consumer Staples extreme cheap vs the index. Some would say this is an opportunity. Others would say this is the type of thing you see at the top (n.b. notice where it traded at the dot-com bubble peak vs the [----] financial crisis lows). from the Weekly ChartStorm: https://t.co/V8B2Xbiq3t"
X Link 2025-12-09T15:24Z [----] followers, [---] engagements

"@Breadcrumb_Cap I pretty much only buy the markdown stuff (seasonal inventory they tryna clear I dont care about having newest stuff) only a few things have been full price for me (because of the colors). If the stock ever went to $200+ Id gladly buy more 😂"
X Link 2025-12-10T15:31Z [----] followers, [--] engagements

"@JimmyButlerCap gang"
X Link 2025-12-11T18:39Z [----] followers, [--] engagements

"@JimmyButlerCap wasnt for sure how specific we wanted to get if i can do that one i will if not $zbra"
X Link 2025-12-11T18:39Z [----] followers, [--] engagements

"@k3ithmccullough Hedgeye still short"
X Link 2025-12-11T23:07Z [----] followers, [---] engagements

"Watchlist continues to be: $ggg no pt $itt no pt $dgx no pt $gxo (missed that one to re-add in the 40s) $60-65 pt $HSY no pt $PKG no pt $keys no pt"
X Link 2025-12-12T11:21Z [----] followers, [---] engagements

"Hard to fight someone working behind the scenes like this. https://www.prnewswire.com/news-releases/chip-wilson-comments-on-leadership-change-at-lululemon-302640131.html https://www.prnewswire.com/news-releases/chip-wilson-comments-on-leadership-change-at-lululemon-302640131.html"
X Link 2025-12-12T12:44Z [----] followers, [---] engagements

"@taobanker @lundeen_ne got me addicted to clorox wipes. i cant stop. downside seems limited relative to upside"
X Link 2025-12-12T14:13Z [----] followers, [---] engagements

"@bucketshopcap Buy $clx"
X Link 2025-12-13T20:45Z [----] followers, [---] engagements

"@west4thstreet Interesting. Havent heard of them until now I know they have zebra pay and such"
X Link 2025-12-13T23:28Z [----] followers, [---] engagements

"I think lowkey zebra has really good management. Before Burns was Anderson and he was very very savvy IMO. Nathan Winters also very good CFO. Hes managed tariffs and supply chain very well over the years. Stock price doesnt reflect it. But other reasons for that. Its in where I have bought in at different prices and sold at others. Almost too easy of a tradable security even tho I like them long term lol"
X Link 2025-12-13T23:32Z [----] followers, [---] engagements

"$CLX my largest"
X Link 2025-12-17T16:35Z [----] followers, [----] engagements

"Just had Cava for the first time. It was good. I wouldnt really compare it to Chipotle though"
X Link 2025-12-17T18:20Z [----] followers, [---] engagements

"$lulu look to want higher to $225-250"
X Link 2025-12-17T20:04Z [----] followers, [---] engagements

"I like CLX for a decent return back to $130-135 + 4.88% yield decent ROIIC and I am jobless so the r/r feels very good for me from here as a decent call trade position in my taxable account in the first [--] months of [----]. Tech continue downtrend = rotation into defensive. I own shares at $101.40 avg"
X Link 2025-12-17T20:45Z [----] followers, [--] engagements

"@Invesquotes Been there lol. $KEYS at $112 initiated buy at $143. Sold $175-185. Now its $200+ lol"
X Link 2025-12-18T16:46Z [----] followers, [---] engagements

"Trimmed back some $lulu stock at first target price added more to $clx. This is certainly not financial advice. Avg $clx cost $101.38 roughly [----] shares. A lot of good news getting baked into $lulu and a lot of FinTwit still hates it. Which is cool. Got a new idea brewing here soon. https://twitter.com/i/web/status/2001696213230395560 https://twitter.com/i/web/status/2001696213230395560"
X Link 2025-12-18T16:49Z [----] followers, [---] engagements

"@WaterworldCapi1 Im boring. lapping ERP inventory decent ROIC decent FCF decent yield decent ROA havent you heard Clorox uses AI"
X Link 2025-12-18T17:47Z [----] followers, [---] engagements

"Please give me the bear thesis for $CLX from sub $100 assuming estimates dont change from here to the downside (think its kind of unlikely)"
X Link 2025-12-22T16:16Z [----] followers, [---] engagements

"My expected time horizon to take my OW weight off is 6-8 months and then taper to core position like $lulu"
X Link 2025-12-22T16:23Z [----] followers, [---] engagements

"Clorox $CLX https://www.thecloroxcompany.com/blog/consumers-say-bye-to-the-year-of-brain-rot/ https://www.thecloroxcompany.com/blog/consumers-say-bye-to-the-year-of-brain-rot/"
X Link 2025-12-23T20:59Z [----] followers, [---] engagements

"Guess well find out eventually but I do know that we spend a decent amount of time at home and constantly cleaning. Pretty sure cleaning is a constant in life so Clorox should capitalize on that as long as they can fend off private labels / share. I dont see private as a super big risk given they have been around for a while and from what I have gathered a lot of ppl complain about the store brand kinds. Clorox gained share in bleach / disinfectant since [----]. Its not sexy but I dont think the downside is that bad relative to the upside in [----] - 2027"
X Link 2025-12-24T18:35Z [----] followers, [---] engagements

"A @lululemon x @WHOOP athletic wear collab where you can put the wearable inside the lululemon training shirts / underwear or something would be efficient. I know you can buy whoop specific gear that can hold the wearable I aint buying whoop clothing sorry. Good way to get back to the core performance wear (which is doing fantastic still by the way)"
X Link 2025-12-25T15:36Z [----] followers, [---] engagements

"Merry Christmas. My kids are pissed. $CLX"
X Link 2025-12-25T20:03Z [----] followers, [----] engagements

"You have a few things working in their favor over the next 12-18 months which include BTE earnings being driven by margin expansion and top-line growth. 2027+ incr. margins from new ERP better inventory accuracy/planning and a more normalized growth profile moving forward vs the previous 5-8 years. As long as they defend 40%+ gross margins (private label comp) I think its attractive here to $130-135"
X Link 2025-12-26T14:34Z [----] followers, [---] engagements

"@ErickQuay The colors and sizes suck Ive already gone through it I couldnt find anything (which means the good shit keeps selling out) lol. I cant find the we made too much section on the app I think they used this instead and shifted it over there"
X Link 2025-12-26T16:00Z [----] followers, [---] engagements

"Couldnt agree more with this take and it makes me feel like I have been more active this year than previous years. Between $TMO $GXO and $LULU all 30%+ moves at various times. @bucketshopcap this year has required the most trading of any in my career bc of this idiotic dynamic. entire years of returns happen in several weeks or worse days @bucketshopcap this year has required the most trading of any in my career bc of this idiotic dynamic. entire years of returns happen in several weeks or worse days"
X Link 2025-12-26T17:00Z [----] followers, [----] engagements

"Ever since I got laid off my Whoop metrics have sky rocketed in a positive way. Idk about correlation =/= causation here but 😂😂"
X Link 2025-12-27T11:53Z [----] followers, [---] engagements

"@PegasusFund Clorox lululemon maybe Zebra if they continue to repurchase shares and organic revenue growth accelerates"
X Link 2025-12-28T15:48Z [----] followers, [----] engagements

"Fidelity return data is phenomenal"
X Link 2025-12-28T16:43Z [----] followers, [----] engagements

""Well I think the headline is again our goals like -- we intend to grow EBIT margin [--] to [--] basis points. And generally we feel confident in our ability to do that. And it's -- and that would be net of any reinvestment that we'll make in the business." $CLX"
X Link 2025-12-29T13:38Z [----] followers, [----] engagements

"You can still snag some $CLX under $100 and get a slightly better avg price than me. Signing off until the new year a lot of stuff to get done. Have a good one"
X Link 2025-12-30T15:21Z [----] followers, [---] engagements

"@taobanker You beat me. Ugh"
X Link 2026-01-01T20:13Z [----] followers, [---] engagements

"What public company has the most gross margin risk in the next few years"
X Link 2026-01-04T16:44Z [----] followers, [----] engagements

"My engagement is garbage on this website"
X Link 2026-01-05T13:54Z [----] followers, [---] engagements

"@ginkgo_cap Clorox wipes @lundeen_ne"
X Link 2026-01-07T00:41Z [----] followers, [---] engagements

"Each time $CLX drops under $100 per share"
X Link 2026-01-07T16:14Z [----] followers, [---] engagements

"Not even Burry can keep this POS up. Elliot probably down 12% on their position they built probably expect some pressure more publicly soon. I added more the past week"
X Link 2026-02-03T22:35Z [----] followers, [---] engagements

"Michael Burry knows whats up @michaeljburry"
X Link 2026-02-02T18:54Z [----] followers, [---] engagements

"haha this website man. Ya'll are so funny"
X Link 2026-02-04T16:15Z [----] followers, [---] engagements

"This is what Fidelity customers do on a daily basis for literal years on end as far back as I can remember. The same top 10-15 stocks over and over and over"
X Link 2025-04-27T13:43Z [----] followers, [---] engagements

"What in the fuck is Jeffs brands"
X Link 2025-04-30T13:14Z [----] followers, [---] engagements

"@taobanker Anti-polyester trend catches my eye but whats the difference between that cigs and fast food Does the consumer care that much"
X Link 2025-09-05T12:27Z [----] followers, [---] engagements

"I left one out I started reading $APH 10k because that business sort of falls into my area of competence. I want to start with an example of a good investment this year that hit fair value relatively quick (est HP was [--] years but the stock went up in [--] months after a 4-6 month flat/down return). GXO Logistics was a company I started buying almost the last day of December [----]. The long thesis was pretty simple its an easily forecasted business model long-term contracts margins are relatively easy to forecast + as automation scales in the warehouses margins scale as well. @P14Capital and I"
X Link 2025-11-28T14:13Z [----] followers, [---] engagements

"I am adding $PKG and $SAIA to the research list as well @snowmanllc and I went back and forth on $SAIA with good discussions"
X Link 2025-11-29T15:17Z [----] followers, [---] engagements

"@snowmanllc Last one to add because I keep forgetting my own coverage is $MSA"
X Link 2025-11-29T17:05Z [----] followers, [---] engagements

"$ZBRA was the no brainer DCA at $227 for me"
X Link 2025-12-04T14:52Z [----] followers, [---] engagements

"Highest conviction ideas still and PTs. Might actually write on a substack or re-build a website or write for someone else if interested. Would currently buy: $lulu $250-275 $clx $130-135 $zbra $325-350 $otis $101 - 106"
X Link 2025-12-12T11:20Z [----] followers, [----] engagements

"Zebra Technologies winding down Fetch isn't great burnt capital it's the only acquisition I can really think of that didn't turn out too well. Elo Touch more important. Market ignored Fetch"
X Link 2025-12-13T22:41Z [----] followers, [---] engagements

"@HatfieldCapital I invest and what I understand and Lulu made sense to me in the $170s 🤷♂. CLX pretty good here two. Both my largest positions rn"
X Link 2025-12-17T20:39Z [----] followers, [---] engagements

"@blondesnmoney What about $CMI"
X Link 2026-01-05T18:18Z [----] followers, [----] engagements

"@irbezek @retaox CLX value"
X Link 2026-01-07T01:14Z [----] followers, [---] engagements

"@taobanker $clx"
X Link 2026-01-07T17:02Z [----] followers, [---] engagements

"@taobanker Clorox is 5%. With 30% equity upside simply reverting to mean multiples if the next few Qs are BTE and EPS doesnt deteriorate. 24-26% ROIC. :D"
X Link 2026-01-07T17:07Z [----] followers, [---] engagements

"@winsteadscap and lululemon"
X Link 2026-02-03T20:23Z [----] followers, [--] engagements

"@MattJMcClintock Unbelievably impressive. Not sure how I ever looked over WMT. Never really came across my mind. I just follow a lot of supply chain websites and data cause I find it fascinating and follow $gxo"
X Link 2025-11-24T22:59Z [----] followers, [---] engagements

"TWRs ending Jan-26. Inception 23.69% 10YR 28.75% YTD 4.27%"
X Link 2026-02-01T00:46Z [----] followers, [---] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing