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@beyond_mental beyond mental models
beyond mental models posts on X about $bkng, $crm, $tru, $efx the most. They currently have XXXXX followers and XX posts still getting attention that total XX engagements in the last XX hours.
Engagements: XX #
- X Week XXXXX +20%
- X Month XXXXX +16%
- X Months XXXXX -XX%
- X Year XXXXXX -XX%
Mentions: X #
- X Week X +40%
- X Month XX +33%
- X Months XX -XX%
- X Year XX -XX%
Followers: XXXXX #
- X Week XXXXX +0.12%
- X Month XXXXX -XXXX%
- X Months XXXXX +0.93%
- X Year XXXXX -XX%
CreatorRank: undefined #
Social Influence #
Social category influence stocks XXXXX% technology brands XXXXX% cryptocurrencies XXXX% finance XXXX% countries XXXX%
Social topic influence $bkng #18, $crm #146, $tru 4.55%, $efx 4.55%, $fico 4.55%, own the 4.55%, $shop 4.55%, $zg 4.55%, legit 4.55%, $abnb XXXX%
Top accounts mentioned or mentioned by @lhamtil @mariogabelli
Top assets mentioned Booking Holdings Inc (BKNG) Cream (CRM) TrueBit (TRU) Effect.AI (EFX) Fair Isaac, Corp. (FICO) Shopify Inc (SHOP) Zillow Group, Inc. (ZG) Airbnb Inc (ABNB) Mastercard, Inc. (MA) Home Depot, Inc. (HD) Lowes Companies Inc (LOW) Somnigroup International Inc. (SGI) Floor & Decor Holdings, Inc. (FND) Elcoin (EL)
Top Social Posts #
Top posts by engagements in the last XX hours
"$TRU and $EFX down 7-8% as $FICO launched mortgage direct license program allowing tri-merge resellers to deliver FICO scores directly. $FICO eating into bureau mark-up and putting in its own pocket. Not sure how bureaus will retaliate as they own the data"
X Link @beyond_mental 2025-10-02T02:33Z 1739 followers, 1324 engagements
"A SaaS or Consumer Internet company announcing something with almighty OAI is not getting same reaction from the market vs a supplier that sells to OAI. It is legit fear that OAI will disrupt you or raise CAC. $CRM $ZG $BKNG come to mind. $SHOP is an exception so far"
X Link @beyond_mental 2025-10-15T13:07Z 1740 followers, XXX engagements
"@MarioGabelli Someone pitched $ABNB and $BKNG on the same theme.essentially buy NA Travel names"
X Link @beyond_mental 2025-10-14T18:53Z 1740 followers, XXX engagements
"Increased card penetration during pandemic would have theortically slowed $V/ $MA topline growth. But both continue to power through slowdown in penetration as they have scaled their VAS businesses. Not as juicy margin profile as networks but still very respectable margins"
X Link @beyond_mental 2025-10-14T18:45Z 1739 followers, XXX engagements
"Housing can have a few good years if we get some rates repreive things continue to be very depressed. $HD $FND $LOW $SGI These were good stocks post-GFC in an oligopolistic market with good pricing power"
X Link @beyond_mental 2025-09-11T19:25Z 1740 followers, XXX engagements
"$CRM is guiding to 10%+ organic growth CAGR till 2030 which is an acceleration from current HSD growth rate. This growth will be accompanied by XX% adj EBIT%. Growth acceleration will be driven by AI cloud adoption + AI offerings"
X Link @beyond_mental 2025-10-16T02:53Z 1740 followers, XXX engagements
"If China growth is lower for longer due to demographics then most China levered beauty companies should derate more. They will no longer be DD EPS growers growth algo slows to HSD EPS growth. $EL $OR.PA"
X Link @beyond_mental 2024-02-09T13:04Z 1740 followers, XXX engagements