@edgefundamental Avatar @edgefundamental MG

MG posts on X about $well, betmgm, at least, main 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 finance 53.85% stocks 38.46%

Social topic influence $well #14, betmgm 15.38%, at least 15.38%, main 7.69%, upside 7.69%, pricing 7.69%, growth 7.69%, alltime 7.69%, leaving 7.69%, min 7.69%

Top accounts mentioned or mentioned by @acapitallp @myuan95

Top assets mentioned WELL3 (WELL) MGM Resorts International (MGM) Prologis Inc (PLD)

Top Social Posts

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

"$WELL is the absolute best value-investor stock rn. Main debate on the expensive 40x AFFO multiple but there is considerable upside on pricing and occupancy drivers leading to massive NOI margin accretion + M&A and PE ramp"
X Link 2026-02-15T23:33Z [--] followers, [--] engagements

"My model has [--] AFFO @ 29x & [--] @ 26x on high growth Demand-side: aging population theme + huge corresponding uptick in acuity care Supply-side: [----] all-time low senior housing deliveries and pipeline. New builds take 5+ years leaving supply constrained until min. 2030"
X Link 2026-02-15T23:36Z [--] followers, [--] engagements

"Cost of capital so low I find it so unreasonable street underwriting pre-covid avg. (3B) in m&a activity by [----] when they closed $25B in [----]. NOI from investment activity has huge delta IMO Talked to a $WELL comp mgmt. says they have never ever beat $WELL in an asset bid"
X Link 2026-02-15T23:40Z [--] followers, [--] engagements

"BetMGM: News released today that Polymarket hit with lawsuit from SDNY. Heard rumblings on street that Polymarket+Kalshi will face waves of nationwide class actions in [----]. Prediction market risk has been completely blown out of proportion"
X Link 2026-02-05T22:38Z [--] followers, [--] engagements

"This leads to an unprecedented opportunity to take price 5% a year above historicals and still grow occupancy. Management targets 100% SHOP occ. street underwriting price and occ. to pre-covid high (94%) but the significantly better environment allows for a much better set-up"
X Link 2026-02-15T23:38Z [--] followers, [--] engagements

"Seen a lot of posts on $MGM after the 4Q25 print so wanted to share my long pitch. The short interest is ridiculous My view is not based on whether the Vegas drawdown is cyclical or structural"
X Link 2026-02-05T22:31Z [--] followers, [--] engagements

"Street too pessimistic on BetMGM. No matter how restrictive states are on OSB/IGaming players weird that ER models assuming zero incremental state expansion in next [---] years. For a business with $1B+ FCF run-rate I'm personally confident they can win at least [--] RFP"
X Link 2026-02-05T22:46Z [--] followers, [--] engagements

"$WELL new private funds vertical has no color yet but if you assume they can ramp to similar or bigger level than $PLD that can be 10% top-line that nobody on street has modeled"
X Link 2026-02-15T23:41Z [--] followers, [--] engagements

"@ACapitalLP $WELL - best positioned healthcare REIT (lowest cost of capital highest occupancy most exposed to premium senior housing 80% of rev). Shitty supply and strong demand dynamics will lead to incredible pricing power for at least the next 5+ years"
X Link 2025-12-04T17:23Z [--] followers, [---] engagements

"Theres real call option thesis with a potential acquisition of Entain. MGM already attempted this in [----] but was blocked by new management. Consolidation would greatly improve accounting visibility and gives MGM access to Canadian OSB markets"
X Link 2026-02-05T22:47Z [--] followers, [--] engagements

"@myuan95 Do you think the software drawdown (MNDY CRM HUBS) is overblown"
X Link 2026-02-03T15:18Z [--] followers, [--] engagements

"Regional casinos: street is modeling declines based on convenience value and OSB cannibalization. Everyone is missing the end market: seniors. This cohort will never play online. Management started addressing senior loyalty programs and retirement-home partnerships in 3Q25"
X Link 2026-02-05T22:33Z [--] followers, [--] engagements

"Related: Citizens (via BBG) data showed bettors lose twice as much per dollar dropped on Kalshi vs OSB"
X Link 2026-02-05T22:39Z [--] followers, [--] engagements

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