@stockoholics R. DennisR. Dennis posts on X about $csgp, $ms, $ar, $bizd the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
Social category influence stocks 75.81% technology brands 12.1% cryptocurrencies 6.45% finance 2.42% luxury brands 0.81% automotive brands 0.81% currencies 0.81%
Social topic influence $csgp 2.42%, $ms 2.42%, $ar 1.61%, $bizd #6, $lvs 1.61%, $mndy 1.61%, $ew 1.61%, target 1.61%, $320p 1.61%, $wmt 1.61%
Top accounts mentioned or mentioned by @joinyellowbrick @ddblakefischer @rocky84305245 @jerrycap @mrneutralman @dimitrynakhla @osarochester @celeritasre @finbarr
Top assets mentioned CoStar Group, Inc. (CSGP) Morgan Stanley (MS) Arweave (AR) Las Vegas Sands Corp. (LVS) monday.com Ltd. (MNDY) Edwards Lifesciences Corp (EW) Walmart, Inc. (WMT) Basilisk (BSX) Molina Healthcare, Inc. (MOH) Cadence Design Systems Inc (CDNS) Intel Corporation (INTC) Unity Software Inc. (U) Uber Technologies, Inc. (UBER) Amazon.com, Inc. (AMZN) Rivian Automotive, Inc. (RIVN) Bloom Energy Corporation (BE) Global Payments Inc (GPN) Chewy, Inc. (CHWY) Iris Energy Limited (IREN) APi Group Corporation (APG) The GEO Group, Inc. (GEO) Broadcom, Inc. (AVGO) Carrier Global Corp (CARR) Norwegian Cruise Line Holdings, Ltd. (NCLH) Amentum Holdings, Inc. (AMTM) CarMax, Inc (KMX) Equitable Holdings, Inc. (EQH) Group [--] Automotive, Inc. (GPI) Smith Douglas Homes Corp. (SDHC) Sun Token (SUN) Atlas Energy Solutions Inc. (AESI) Alphabet Inc Class A (GOOGL) Microsoft Corp. (MSFT) Easterly Government Properties, Inc. (DEA) AT&T Inc. (T) Okta Inc (OKTA) Vertex, Inc. (VERX) Bentley Systems Inc (BSY) Maplebear Inc. (CART) Stryker Corporation (SYK) PVH Corp (PVH) Schrodinger, Inc. (SDGR) Toast, Inc. (TOST) Modine Manufacturing Co (MOD) Nextracker Inc. (NXT) General Mills, Inc. (GIS) uniQure N.V. (QURE) Eagle Materials, Inc. (EXP) First Solar, Inc. (FSLR) Duolingo, Inc. (DUOL) Coldstack (CLS) Iqvia Holdings Inc (IQV) Camden Property Trust (CPT) EQT, Corp. (EQT) Amphenol Corporation (APH) Qiagen NV (QGEN) Teradyne, Inc. (TER) Corning Incorporated (GLW) GE Vernova Inc. (GEV) Lincoln National Corporation (LNC) GM (GM) Marriott International Inc (MAR) Analog Devices, Inc. (ADI)
Top posts by engagements in the last [--] hours
"$APG 45C bought 2026-07-17 5500"
X Link 2026-02-10T17:33Z [----] followers, [---] engagements
"$GEO 14C bought 2026-06-18 4000"
X Link 2026-02-12T17:19Z [----] followers, [---] engagements
"$AR 38C bought 2026-03-20 1100"
X Link 2026-02-13T17:06Z [----] followers, [---] engagements
"$AVGO 245P sold 2026-03-13 4600"
X Link 2026-02-13T17:07Z [----] followers, [---] engagements
"$CARR 75C bought 2026-09-18 6500"
X Link 2026-02-12T17:09Z [----] followers, [---] engagements
"@DDBlakeFischer Just buy $BIZD"
X Link 2026-02-14T16:39Z [----] followers, [--] engagements
"$NCLH 20P bought 2026-03-06 20000"
X Link 2026-02-13T16:19Z [----] followers, [---] engagements
"@DDBlakeFischer Sure but if youre worrying about the dip and are buying these for the dividend then $BIZD is the answer"
X Link 2026-02-14T22:26Z [----] followers, [--] engagements
"Ruane Cunniff - Sequoia Fund Q3 Portfolio Update $AMTM - new position $KMX - reduced 55% $RYCEF - stays top position"
X Link 2024-12-09T18:55Z [----] followers, [---] engagements
"Greg Alexander - Conifer Management Q2 [----] $EQH- kept at 36% $GPI - kept at 32% $SDHC - new position"
X Link 2025-08-26T17:34Z [----] followers, [---] engagements
"Leon Cooperman Q2 [----] $SUN added 416% $AESI - new position $GOOGL - reduced 88% $MSFT $LVS - sold out"
X Link 2025-09-02T19:41Z [----] followers, [----] engagements
"Bill Miller - Miller Value Partners Q2 [----] $NBR - added 61% $JELD - added 141% $DEA - reduced 60% $T - sold out"
X Link 2025-09-03T22:52Z [----] followers, [----] engagements
"Dennis Hong - ShawSpring Partners Q2 [----] $OKTA - new 12% position $VERX - added 45% $MNDY - reduced 26%"
X Link 2025-09-03T22:55Z [----] followers, [----] engagements
"$BSY [----] of the $50 calls bought 2026-02-20"
X Link 2025-09-30T20:50Z [----] followers, [---] engagements
"$EW Wells Fargo Maintains Overweight on Edwards Lifesciences Raises Price Target to $96"
X Link 2025-12-05T16:15Z [----] followers, [---] engagements
"$CSGP $70C bought 2026-02-20 1000"
X Link 2026-01-16T17:45Z [----] followers, [---] engagements
"$CART $41P sold 2026-06-18 [----] $5.20"
X Link 2026-01-16T17:51Z [----] followers, [---] engagements
"$SYK $320P sold 2026-03-20 670"
X Link 2026-01-23T16:33Z [----] followers, [---] engagements
"$PVH $50P sold 2026-09-18 4000"
X Link 2026-01-26T17:57Z [----] followers, [---] engagements
"$SDGR $10P bought 2026-11-20 2000"
X Link 2026-01-30T16:54Z [----] followers, [---] engagements
"$TOST $27P bought 2027-01-15 5000"
X Link 2026-01-30T17:56Z [----] followers, [---] engagements
"@JerryCap Hoya Corporation $HOCPY or EssilorLuxottica $ESLOY"
X Link 2026-01-30T19:33Z [----] followers, [---] engagements
"$WMT $110P sold 2026-09-18 2000"
X Link 2026-02-02T16:05Z [----] followers, [---] engagements
"$MOD $200C bought 2026-02-20 2250"
X Link 2026-02-02T16:16Z [----] followers, [---] engagements
"$NXT $90P sold 2026-05-15 1500"
X Link 2026-02-02T17:23Z [----] followers, [---] engagements
"$GIS $40P sold 2026-09-18 1500"
X Link 2026-02-03T16:55Z [----] followers, [--] engagements
"$QURE 55C bought 2026-04-17 1350"
X Link 2026-02-03T17:02Z [----] followers, [----] engagements
"$LVS 52.5P sold 2026-03-20 1300"
X Link 2026-02-03T17:12Z [----] followers, [---] engagements
"$EXP 250C bought 2026-11-20 400"
X Link 2026-02-03T17:18Z [----] followers, [---] engagements
"$MNDY 90P sold 2026-05-15 1000"
X Link 2026-02-03T17:42Z [----] followers, [---] engagements
"$FSLR 240P sold 2026-03-20 1000"
X Link 2026-02-04T16:52Z [----] followers, [---] engagements
"$DUOL 90P sold 2027-01-15 250"
X Link 2026-02-04T16:52Z [----] followers, [---] engagements
"$CLS 175P sold 2026-03-20 4100"
X Link 2026-02-04T16:53Z [----] followers, [---] engagements
"$IQV 170P sold 2026-02-20 3000"
X Link 2026-02-04T16:54Z [----] followers, [---] engagements
"$BSX 80C bought 2026-02-20 2500"
X Link 2026-02-05T16:00Z [----] followers, [---] engagements
"@Mr_Neutral_Man $CPT talking somewhere"
X Link 2026-02-05T16:13Z [----] followers, [---] engagements
"$EQT 45P sold 2026-06-18 4500"
X Link 2026-02-05T16:22Z [----] followers, [---] engagements
"$APH 100P sold 2026-05-15 7000"
X Link 2026-02-05T16:49Z [----] followers, [---] engagements
"$EW 70Psold 2026-05-15 3700"
X Link 2026-02-05T17:09Z [----] followers, [---] engagements
"$QGEN 55/65C 2026-05-15 20000"
X Link 2026-02-05T17:09Z [----] followers, [---] engagements
"$VRE We estimate that shareholders could realize approximately $22-$25 per share in a sale after transaction expenses representing roughly a 40-70% premium to Veris current share price"
X Link 2026-02-06T01:03Z [----] followers, [---] engagements
"$MOH Embedded earnings are now greater than $11 per share. The intrinsic value of our businesses remains unchanged. Modest capital requirements mid-single-digit pretax target margins robust parent company cash flow and ample organic and inorganic growth opportunities will combine to yield significant shareholder value. The cycle will turn and these underlying valuation parameters will again become apparent. https://twitter.com/i/web/status/2019870233557963067 https://twitter.com/i/web/status/2019870233557963067"
X Link 2026-02-06T20:26Z [----] followers, [---] engagements
"$MOH We believe our [----] forecast for Medicaid is the trough for managed Medicaid margins"
X Link 2026-02-06T20:27Z [----] followers, [---] engagements
"$MS 160P sold 2026-06-18 10000"
X Link 2026-02-09T16:39Z [----] followers, [--] engagements
"$MS 170P bought 2026-02-20 10000"
X Link 2026-02-09T17:04Z [----] followers, [---] engagements
"$TER 370C bought 2026-03-20 700"
X Link 2026-02-09T17:05Z [----] followers, [---] engagements
"$GLW 115C bought 2026-03-13 400"
X Link 2026-02-09T20:27Z [----] followers, [---] engagements
"$GEV 460P sold 2027-01-15 1000"
X Link 2026-02-09T20:27Z [----] followers, [---] engagements
"$CDNS 190P sold 2027-01-15 400"
X Link 2026-02-09T20:48Z [----] followers, [---] engagements
"$LNC 30P bought 2026-06-18 1000"
X Link 2026-02-10T17:19Z [----] followers, [--] engagements
"$GM 95C bought 2026-06-18 10000"
X Link 2026-02-10T17:26Z [----] followers, [--] engagements
"$CSGP 60C bought 2026-03-20 2100"
X Link 2026-02-10T17:26Z [----] followers, [---] engagements
"$MAR 340C bought 2026-06-19 26000"
X Link 2026-02-10T17:27Z [----] followers, [--] engagements
"$MS 160P sold 2026-05-15 700"
X Link 2026-02-10T17:28Z [----] followers, [---] engagements
"$ADI $320P sold 2026-03-20 500"
X Link 2026-02-10T17:29Z [----] followers, [--] engagements
"$UPS 110C bought 2026-09-18 1000"
X Link 2026-02-10T17:29Z [----] followers, [---] engagements
"$INTC 60C bought 2026-04-17 2000"
X Link 2026-02-10T17:30Z [----] followers, [---] engagements
"$U 36C bought 2026-03-20 10000"
X Link 2026-02-10T17:31Z [----] followers, [---] engagements
"$WDC 210P sold 2026-04-17 1000"
X Link 2026-02-10T17:31Z [----] followers, [---] engagements
"$VZ 49C bought 2026-03-20 10000"
X Link 2026-02-11T16:46Z [----] followers, [--] engagements
"$ORCL 165C bought 2026-05-15 1000"
X Link 2026-02-11T16:48Z [----] followers, [---] engagements
"$LOW 260P sold 2026-04-17 2000"
X Link 2026-02-11T16:50Z [----] followers, [---] engagements
"$INTC 45P sold 2026-08-21 2000"
X Link 2026-02-11T16:52Z [----] followers, [---] engagements
"$CMCSA 33C bought 2026-02-13 10000"
X Link 2026-02-11T16:52Z [----] followers, [---] engagements
"$U 13P sold 2027-01-15 2250"
X Link 2026-02-11T16:53Z [----] followers, [---] engagements
"$SOLS 75/90C 2026-08-21 1500"
X Link 2026-02-11T16:58Z [----] followers, [---] engagements
"$UBER 63P sold 2026-03-27 14180"
X Link 2026-02-11T17:10Z [----] followers, [---] engagements
"@Rocky84305245 agreed"
X Link 2026-02-11T17:16Z [----] followers, [--] engagements
"$LYFT 13P sold 2026-05-15 5600"
X Link 2026-02-11T17:44Z [----] followers, [---] engagements
"@DimitryNakhla A 50% jump in FY Free Cash Flow is world-class. Even with 0% EPS growth this quarter that cash generation keeps $RACE in a league of its own"
X Link 2026-02-11T18:45Z [----] followers, [--] engagements
"$META 685C bought 2026-02-27 1500"
X Link 2026-02-11T18:46Z [----] followers, [---] engagements
"$UNP 265C bought 2026-04-17 [----] $UNP 220P sold 2027-01-15 500"
X Link 2026-02-11T18:47Z [----] followers, [---] engagements
"@OSA_Rochester CRE is notoriously illiquid and opaque. A perfect environment for an AI broker to add value through better valuation and lead gen. It feels like a matter of when rather than if at this point. $CBRE and $JLL better be watching"
X Link 2026-02-11T19:40Z [----] followers, [---] engagements
"Great insight into the resilience of Rego [--]. It's a prime example of how a well-located car-centric asset can thrive despite broader retail headwinds. The rental growth on the 3rd floor is particularly striking. It really proves that the death of retail narrative misses these high-performing suburban-style pockets. https://twitter.com/i/web/status/2021672967550513552 https://twitter.com/i/web/status/2021672967550513552"
X Link 2026-02-11T19:49Z [----] followers, [---] engagements
"$AMZN 120P sold 2028-12-15 2430"
X Link 2026-02-11T20:25Z [----] followers, [---] engagements
"$ABVX 120P sold 2026-03-20 1250"
X Link 2026-02-12T17:07Z [----] followers, [---] engagements
"$RIVN 11P sold 2026-09-18 2500"
X Link 2026-02-12T17:08Z [----] followers, [---] engagements
"$BUD 90C bought 2026-09-18 1250"
X Link 2026-02-12T17:09Z [----] followers, [--] engagements
"$BE 240C bought 2026-11-20 700"
X Link 2026-02-12T17:12Z [----] followers, [---] engagements
"$WMT 130P bought 2026-02-20 2000"
X Link 2026-02-12T17:16Z [----] followers, [---] engagements
"$FRMI 10/20C 2026-04-17 2500"
X Link 2026-02-12T17:19Z [----] followers, [---] engagements
"$ANET 100P sold 2026-03-27 7000"
X Link 2026-02-12T17:20Z [----] followers, [---] engagements
"$WLTH 7.5P sold 2026-05-15 1200"
X Link 2026-02-12T17:43Z [----] followers, [---] engagements
"$AR 29P sold 2026-03-20 30000"
X Link 2026-02-12T17:45Z [----] followers, [---] engagements
"$VRT 180P sold 2026-03-27 5000"
X Link 2026-02-12T17:47Z [----] followers, [---] engagements
"$UBER 70P sold 2026-03-20 1000"
X Link 2026-02-12T17:48Z [----] followers, [---] engagements
"$SBET 20C bought 2026-07-17 10000"
X Link 2026-02-12T18:45Z [----] followers, [---] engagements
"$WBD 24P sold 2026-03-20 27000"
X Link 2026-02-12T19:32Z [----] followers, [---] engagements
"$CSGP $75C 2028-01-21 1300"
X Link 2026-01-16T17:47Z [----] followers, [---] engagements
"$GPN $90C bought 2026-07-17 [----] $3.30"
X Link 2026-01-20T15:51Z [----] followers, [---] engagements
"$GPN $75C bought 2026-02-20 1800"
X Link 2026-02-02T16:10Z [----] followers, [---] engagements
"$CHWY $27.5P bought 2026-02-20 10000"
X Link 2026-02-02T16:17Z [----] followers, [---] engagements
"$GSK 49P sold 2026-02-27 [----] $GSK 54/57C bought 2026-02-13 5550"
X Link 2026-02-03T17:06Z [----] followers, [---] engagements
"$ARCC These results further support our track record of generating an average gross IRR on our equity co-investment portfolio that was more than double the S&P [---] total return over the last [--] years"
X Link 2026-02-05T15:58Z [----] followers, [---] engagements
"$COF 190P sold 2026-06-18 1800"
X Link 2026-02-05T16:51Z [----] followers, [---] engagements
"$ROAD 110P sold 2026-07-17 500"
X Link 2026-02-05T17:11Z [----] followers, [---] engagements
"$VFC 20P sold 2026-03-20 10000"
X Link 2026-02-05T17:12Z [----] followers, [---] engagements
"$BSX 90C bought 2027-01-15 10000"
X Link 2026-02-10T17:32Z [----] followers, [---] engagements
"$CHWY 22.5P sold 2026-08-21 1660"
X Link 2026-02-11T16:53Z [----] followers, [---] engagements
"$SMR 17C bought 2026-06-18 4000"
X Link 2026-02-11T16:54Z [----] followers, [---] engagements
"$ASML Absolute Monopoly: ASML holds a 90%+ market share in Lithography which is the highest concentration of power shown in the entire supply chain. The Ultimate Bottleneck: While other segments like EDA Tools or Etching have duopolies ( $SNPS and $CDNS) ASML is the only company in the world that produces the EUV (Extreme Ultraviolet) machines required to make the most advanced AI and smartphone chips. Irreplaceability: There is currently no viable alternative to their technology for high-end manufacturing giving them unrivaled pricing power and a toll-booth position over the global tech"
X Link 2026-02-11T19:47Z [----] followers, [----] engagements
"$VSCO 50P sold 2026-02-20 1500"
X Link 2026-02-11T20:01Z [----] followers, [---] engagements
"Situational Awareness doing a lot last Q $BE - new 16% position $CRWV - added 48% and calls $LITE - new 9% position $IREN - added 20% $VST - sold out $GLXY - sold out"
X Link 2026-02-11T20:14Z [----] followers, [---] engagements
"@CeleritasRe High-value thread. The truck rates inflecting call on $LSTR and $CNI is a great contrarian look while most are focused solely on tech"
X Link 2026-02-11T20:22Z [----] followers, [---] engagements
"$BAX 20P sold 2026-02-13 2000"
X Link 2026-02-12T17:10Z [----] followers, [---] engagements
"$BXP 60P sold 2026-04-17 4200"
X Link 2026-02-12T17:17Z [----] followers, [---] engagements
"$AVTR 7P sold 2026-05-15 40000"
X Link 2026-02-12T17:49Z [----] followers, [---] engagements
"$TYL 350C bought 2026-09-18 700"
X Link 2026-02-13T16:17Z [----] followers, [---] engagements
"$DCH 8C bought 2026-07-17 18500"
X Link 2026-02-13T16:18Z [----] followers, [--] engagements
"$NVDA 140P sold 2027-03-19 2500"
X Link 2026-02-13T16:20Z [----] followers, [---] engagements
"$BWA 70C bought 2026-05-15 2400"
X Link 2026-02-13T16:20Z [----] followers, [--] engagements
"$GTX 23C bought 2026-04-17 4000"
X Link 2026-02-13T16:21Z [----] followers, [---] engagements
"$MTH 85C bought 2026-03-20 4000"
X Link 2026-02-13T16:21Z [----] followers, [---] engagements
"$PSA 270P sold 2026-03-20 1050"
X Link 2026-02-13T16:22Z [----] followers, [---] engagements
"$AXP 290P sold 2026-03-20 1555"
X Link 2026-02-13T16:23Z [----] followers, [---] engagements
"$CCJ 80P sold 2026-03-20 17000"
X Link 2026-02-13T17:06Z [----] followers, [---] engagements
"$RIVN 20C bought 2026-03-27 1000"
X Link 2026-02-13T17:07Z [----] followers, [---] engagements
"$IGV 85C bought 2026-02-27 5000"
X Link 2026-02-13T17:07Z [----] followers, [---] engagements
"$AMZN 150P sold 2026-05-15 10000"
X Link 2026-02-13T17:34Z [----] followers, [---] engagements
"$ASTS 175C bought 2026-06-18 1500"
X Link 2026-02-13T17:39Z [----] followers, [---] engagements
"$OWL 8P sold 2027-01-15 1250"
X Link 2026-02-13T17:42Z [----] followers, [---] engagements
"$FROG 50P sold 2026-02-20 3000"
X Link 2026-02-13T17:44Z [----] followers, [---] engagements
"$IREN 25P sold 2026-02-20 36000"
X Link 2026-02-13T18:38Z [----] followers, [---] engagements
"@finbarr $CRWD $WDAY"
X Link 2026-02-15T01:44Z [----] followers, [---] engagements
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