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@sadandlonely_69 Avatar @sadandlonely_69 Pod Risk Manager

Pod Risk Manager posts on X about $brsl, $stvn, $apo, $vno the most. They currently have XXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.

Engagements: XXX #

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Mentions: XX #

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Followers: XXX #

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CreatorRank: XXXXXXXXX #

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Social Influence

Social category influence finance XXXXX% stocks XXXXX% cryptocurrencies XXXXX% technology brands XXXX% social networks XXXX%

Social topic influence $brsl #1, $stvn #3, $apo #9, $vno #6, $igt 7.69%, money 7.69%, $amn #2, dividend 5.13%, strong 5.13%, apo XXXX%

Top accounts mentioned or mentioned by @zissoucapital @compound248 @kakashiii111 @oilandgibbs

Top assets mentioned Brightstar Lottery (BRSL) Stevanato Group S.p.A. (STVN) Apollo Global Management, Inc. (APO) Veno Finance (VNO) Infinitar (IGT) AMN Healthcare Services (AMN) Hexcel Corporation (HXL) West Pharmaceutical Services Inc. (WST) Partisia Blockchain (MPC) Raytheon Technologies Corp (RTX) Match Group Inc (MTCH) T Rowe Price Group Inc (TROW) SEI Investments Co (SEIC) Phillips XX (PSX) DAR Open Network (DAR) Valero Energy Corporation (VLO) CVR ENERGY, INC. (CVI) Boeing Co (BA) AAR Corp. (AIR) Toast, Inc. (TOST) Remitly Global, Inc. Common Stock (RELY) Alphabet Inc Class A (GOOGL)

Top Social Posts

Top posts by engagements in the last XX hours

"Having bought $AMN on a complete lark decided to do some real research and speak to a CMO. -It was surprising to me that their prior was that staffing is probably generally a solid biz although AMN was a name they were only casually familiar with. Not their main partner here -what broke the COVID positive feedback loop in the travel nurse market was less the hospital groups building their own staffing teams and more that they just explicitly and implicitly threatened the older nurses that if you quit to travel we will not give you your old job back. Itll be with someone lower on the union"
X Link 2025-12-01T15:31Z XXX followers, 6087 engagements

"$STVN read thru from $WST couldn't be better. GLP1 injectibles ripping destocking continuing to fade Annex X tailwind. Beat & Raise. Bang bang bang and bang"
X Link 2025-10-23T12:38Z XXX followers, XXX engagements

"With great shame $STVN has lured me into the classic mistake of investing in Italians. Oh the black box segment is having "execution" issues. Oh vials destocking is over but 3Q volumes were down cuz you're allocating capacity to higher value products but 4Q weak too So you say"
X Link 2025-11-08T15:19Z XXX followers, XXX engagements

"My accountant is NOT happy that I punted him into $STVN. Hit me with the line "aren't you supposed to be an industrials guy anyway". Good point sir"
X Link 2025-12-11T14:52Z XXX followers, XXX engagements

"$IGT / $BRSL is so funny. For ages the capital returns were the thesis and then the capital returns get announced & start and whoops what do you know stock goes vertical"
X Link 2025-07-09T19:47Z XXX followers, XXX engagements

"There is no compelling & consistent intellectual basis for ex ante setting the multiple of a stock. A XXX% dividend is the same thing as a X% dividend other than an XX% delta in stock price. What is real is an ASR for X% of the mkt cap and XX% of the float. $BRSL $IGT"
X Link 2025-07-29T13:31Z XXX followers, XXX engagements

"$IGT / $BRSL is an unbelievable set up here. MASSIVE incoming flow. Comparable to $MPC Speedway and dominates the $RTX post P&W fuck up ASR. Meanwhile valuation on ass dividend just raised and both major lottos are 100mm right now. LONG"
X Link 2025-07-29T13:35Z XXX followers, XXX engagements

"Bought more $BRSL. Base case is that we grind into the 3Q report with both Multistate jackpots building to fairly significant numbers. Outside chance MM gets out of control big and immediately shows the power of the $X ticket pricing change. All while massive repo plays out"
X Link 2025-10-01T13:43Z XXX followers, XXX engagements

"$BRSL the powerball is currently on its second fastest jackpot build ever and MegaMillions is at 575mm about to break 600mm. The pricing change has worked and grown the lotto pie. 4Q will be strong while they'll repo another X% of shares out"
X Link 2025-10-09T12:50Z XXX followers, XXX engagements

"$BRSL megamillions keeps building and is now 750mm. XX% chance it crosses 1bn"
X Link 2025-10-30T00:52Z XXX followers, XXX engagements

"$MTCH and $BRSL earnings preview: Earnings bad on poor & young people murdered by inflation. Market dynamics strong on massive repos in a market dictated by flows (passives pods and retail)"
X Link 2025-11-03T20:20Z XXX followers, XXX engagements

"Long $APO and short $TROW remains a very easy trade. Winners win in Asset Mgmt and losers lose"
X Link 2025-11-04T15:20Z XXX followers, XXX engagements

"Bought some $AMN. Thesis is that one dude constantly tweeting and ranting about it is more frustrated than normal and he seems to actually understand alt data. I have never looked at $AMN. I dont know what they do. This one is not investment advice"
X Link 2025-11-07T17:04Z XXX followers, 5968 engagements

"There is a cardinal rule of never invest in Europeans beyond which even worse is investing in Italians. The penalty for this is your wife asking why we're poor. That said $STVN 2H HVS sales of 141/quarter represent XX% y/y growth. Flatlining into XX would imply that low value vials + engineering needs to do 133mm to meet 1Q cons. Given that segment has been averaging 155/q YTD and engineering q/q has stabilized while Low Value is comping modest positive more likely is in the XXX range for 1Q. Adjust for modest seasonality and not hard to see aggregate sales at the 290+ level or a X% beat to"
X Link 2025-11-19T18:36Z XXX followers, 1218 engagements

"@compound248 $APO is massively biased here. Apos whole pitch right now is varying forms of credit as a more attractive option than public equities. Theyre fighting vs NVDA for allocations"
X Link 2025-12-11T16:32Z XXX followers, 1273 engagements

"Nothing ever happens portfolio notching a very easy win here on $APO. When the street is freaking about a some auto shitco no one's ever heard of or twitter influencers are writing thoughtpieces about $JEF's underwriting standards that's an easy buy the dip & thx for the money"
X Link 2025-10-14T16:46Z XXX followers, XXX engagements

"$SEIC for real published an investor deck that showed their revenue growth opportunity via a barchart of SEIC % intl revenue compared to the S&P XXX average % intl revenue. Fucking retards"
X Link 2025-10-26T11:22Z XXX followers, XXX engagements

"Rotated the Nothing Ever Happens portfolio out of $APO and into $VNO. Easy stuff really. We are done with bankrupt auto lenders freakouts and we are onto gov grocery stores & rent freeze voting freakouts"
X Link 2025-11-05T14:39Z XXX followers, XXX engagements

"Have been working down the margin for a while and working up cash balances but this is too juicy. Bought more $VNO"
X Link 2025-11-05T16:36Z XXX followers, XXX engagements

"@kakashiii111 120bn from the company and another god knows how many billion from the annual SPY/VOO inflows. Just not enough sellers"
X Link 2025-12-03T00:56Z XXX followers, 2820 engagements

"I love when Slok mixes in some $APO propaganda to his daily updates. Oh duration mismatch is a structural problem that can be fixed by moving banking assets to insurance And this one gets a X paragraph write up Thanks bud"
X Link 2025-12-08T12:32Z XXX followers, XXX engagements

"At current build rates the oddds of the megamillions being won in a draw are about 4.3%. That gives us a XX% chance of getting to 500mm by the 10/3 draw. Historically cohort MM builds tripled once it goes from a X handle to a X. $BRSL will report and guide end Oct. LONG"
X Link 2025-09-17T15:10Z XXX followers, XXX engagements

"Easy preview as the RD earnings approach. $PSX will lose 100mm on Rodeo but say the machine is working great. $DAR will miss. Also 4Q will guide down. But don't worry Randy feels great about the stock he's selling. $VLO will softly say RD sucks for the foreseeable future and then they'll talk about the parts of their biz that don't suck. $CVI will target closing it in 2026 because money actually has value to us. $DINO will post a loss note that in 2029 maybe the New Mexico LCFS market will be worth something and then push out monetizing the Lubes as always. $PBF will be the most fun as"
X Link 2025-10-21T19:36Z XXX followers, 5409 engagements

"$HXL ASR ASR ASR. This is a flows market and an ASR worth X% of the Mkt Cap is far more important than whatever tariff & destocking matters hit 2025. The supply chain is getting better deliveries are rising the market is all pods & passives and the ASR will dominate into YE"
X Link 2025-10-22T20:39Z XXX followers, XXX engagements

"For everyone discovering $HXL today I will happily remind that the multi-year outlook is incredibly clean here. $BA and $AIR are XXX% focused on ramping existing prod rates & are finally succeeding. Massive drop thru on that. Corp jet is growing materially above BA/AIR rates thanks to higher content (see G600). Defense & helis seeing a massively tailwind as new platforms move to really big carbon contents (see H160 is literally XXX% and AIR targeting XX% y/y prod growth). Moat remains as strong as ever (ERJ's 2025 supplier of the year). Massive content on both Boom and JetZero. Massive"
X Link 2025-10-23T16:01Z XXX followers, XXX engagements

"$VNO progress in Penn continues to be fantastic. Apartments on that shitty empty corner by Moynihan will get filled by junior lawyers faster than you can blink. Metro North access in '27 is awesome. The horrible South Side of the blocks are already quickly improving. Quality finance tenants are already moving in"
X Link 2025-11-04T23:10Z XXX followers, XXX engagements

"I am happy to announce that buying $VNO after Mamdani was once again free money. Every retard PM and risk manager in the country eagerly asked the analyst what happens if Mamdani makes profits illegal and appropriately derisked the exposure. Thanks for the shares Btw fundies remain rockstar"
X Link 2025-11-07T18:07Z XXX followers, XXX engagements

"Every time I look at a growth fintech I end up passing because I cant understand why their newest growth avenue isnt just a high credit risk shit neobank. Sometimes that means I miss a gold mine $tost and other times it means I can still afford electricity $rely"
X Link 2025-11-12T14:42Z XXX followers, XXX engagements

"A while back my accountant asked for stock picks because I "know stocks". Told him I was mostly buying $GOOGL $BRSL and $STVN but mostly just GOOGL becuase nothing was passing the "is this better than GOOGL test." He bought the other X because Google was too big and well known"
X Link 2025-11-19T14:55Z XXX followers, XXX engagements

"$PARR is very vulnerable here. West Coast cracks have come back to earth. Billings is going to be weak through the winter. Washington EV / LCFS pressures are displacing Billings also. Implied SAF valuation for PARR way out of whack to the rest of the space"
X Link 2025-12-08T15:34Z XXX followers, XXX engagements

"Every lunch with my successful finance friends is hilarious because its XX minutes of earnestly seeking my advice on the important question of if they should be building a donating track record at MIT for their X year old kid before asking how Im doing heard I was unemployed"
X Link 2025-12-11T19:39Z XXX followers, XXX engagements

"@ZissouCapital Yeah I bought some back tbh. Cons just seems very beatable to me on top line and margin"
X Link 2025-12-11T20:26Z XXX followers, XX engagements