[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.]

@convexititties Avatar @convexititties Convexititties, CFA

Convexititties, CFA posts on X about $snbr, has been, cash flow, instead of 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 stocks

Social topic influence $snbr #1, has been, cash flow, instead of, rates, zerohedge, goldman sachs, surge, delta, housing market #325

Top assets mentioned Goldman Sachs (GS) BlueMove (MOVE) Somnigroup International Inc. (SGI)

Top Social Posts #

Top posts by engagements in the last XX hours

"Imagine youre a bank and you have a maturing multi-family loan that cant handle the rate reset from X% to X% from a DSCR perspective The borrower doesnt want to add equity as the property will still cash flow at the higher rate and the borrower expects lower future rates. That said the DSCR is just 1.10x at X% instead of 1.50x at X% which is below the 1.25x minimum to be bank quality. What do you do You cant simply tell the borrower to beat it because your lender worked a year to earn the relationship. Also the borrower has XX% of the remaining balance in DDA deposits with you plus a $2M"
X Link @convexititties 2025-10-15T11:16Z 3064 followers, 17.5K engagements

"Anon: Hey man been a while since weve caught up what are you liking these days Me: Sleep Number looks good here Anon:"
X Link @convexititties 2025-10-06T13:52Z 2974 followers, 2825 engagements

"Sleep Number $SNBR announced that it will release 3Q results on November 5th before market open. In conjunction it also announced that it will participate in the Raymond James and KeyBank investor conferences in early-December. Maybe Im under thinking it or just biased but I doubt that a new C-suite would choose to make their investor conference debut a month after a shit quarter"
X Link @convexititties 2025-10-16T16:31Z 3064 followers, 2464 engagements

"@zerohedge Probably unpopular opinion: the Blue Owl guy is right"
X Link @convexititties 2025-10-15T14:34Z 3060 followers, XXX engagements

"On the contrary traders are paying up for upside leverage not downside protection as the implied volatility surge has been largely driven by call buying. Every call has a counter party and options market makers arent generally in the business of taking directional bets. That said its likely that most of them hedge the delta exposure away by purchasing the underlying stock which provides incremental demand and upwards pressure on underlying share prices which encourages more call-buying by retail. Furthermore as a call option goes deeper ITM the absolute value of delta approaches XXX so"
X Link @convexititties 2025-10-07T13:25Z 3064 followers, 2867 engagements

"A good captain goes down (and hopefully up someday) with the ship 🫡 $SNBR I still think its a $20-30 stock if/when we get some positive developments in the housing market which I continue to expect sooner than later. Patience is hard when the rest of you geniuses are making millions on AI and quantum stocks in the meantime but I have to stick to what has worked for me in the past. I would get blown up instantly if I tried riding momentum"
X Link @convexititties 2025-10-07T21:26Z 3064 followers, 13.1K engagements

"Context: the $move index measures the implied vol of treasury yields and it has been absolutely crushed since Liberation Day. This suggests a meaningful swing in Treasury yields is afoot although it gives no indication of which direction. I believe sharply lower"
X Link @convexititties 2025-10-15T14:22Z 3063 followers, 2072 engagements

"@watt_the_jeff LT bond yields spike higher"
X Link @convexititties 2025-10-16T13:35Z 3064 followers, XX engagements

"Mattress and home sales have historically been highly correlated as many people buy a new mattress when they move. That said home sales have been just modestly above GFC levels for X consecutive years (2023-2025) which has meaningfully pressured mattress demand. Per Somnigroup $SGI the parent company of Tempur-Sealy and Mattress firm U.S. produced mattress units were just 16.7M in 2024 versus the trailing 10-yr average of 22.8M (-25%). Housing transactions are projected to increase modestly in 2025 which could signal that transactions have already bottomed assuming mortgage rates do not"
X Link @convexititties 2025-10-05T15:41Z 3059 followers, 2924 engagements

"Unpopular opinions: 1) the jobs market is stronger today than it was X months ago and it is getting stronger. 2) a couple high-profile bankruptcies (clearly impacted by deportations) doesnt mean that credit risk is systemic. 3) the dollar is likely to strengthen meaningfully which should ease inflation pressures and stimulate demand for USTs. 4) we are no where near the top"
X Link @convexititties 2025-10-15T10:24Z 3062 followers, 2679 engagements

"If so: Mortgage spreads 📉 Housing transactions 📈 Second order effect You already know what Im thinking 🛌😉"
X Link @convexititties 2025-10-14T16:35Z 3064 followers, 5667 engagements