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@nim_chef NIM_ChefNIM_Chef posts on X about $ral, $ftv, products, ai the most. They currently have XXX followers and X posts still getting attention that total XX engagements in the last XX hours.
Social category influence stocks XX%
Social topic influence $ral #1, $ftv 20%, products 20%, ai 20%, environment 20%, gpu XX%
Top accounts mentioned or mentioned by @tmtlongshort @johnhempton @dragulacapital
Top assets mentioned Ralliant Corporation (RAL) Fortive Corp (FTV)
Top posts by engagements in the last XX hours
"@TMTLongShort @DragulaCapital I think the best priced value capture here is $RAL. T&M division has the customer base and tech Sensors division is consensus slow growth/cash cow. Mult lower than peers due to $FTV spin (dislocated holder base). Qualitrol biz might cover TEV by itself"
X Link 2025-10-29T12:25Z XXX followers, XXX engagements
"$RAL products are used by Blue Origin. A KEY data point to watch for is if products are used by Bezoss new co Project Prometheus NYT: among the wave of companies focused on applying AI to physical tasks including robotics drug design and scientific discovery"
X Link 2025-11-17T23:02Z XXX followers, XXX engagements
"The use case for analog precision instruments wrapped in software (what $RAL sells) is enabling GPU logic to sense the physical environment (what Bezoss new company is focused on). Really good data to confirm/deny hypothesis"
X Link 2025-11-17T23:02Z XXX followers, XX engagements
"@TMTLongShort Liquid expression of this is $RAL. Wrote it up at this link pls tear it apart in the comments 🙏"
X Link 2025-12-10T14:35Z XXX followers, XX engagements