@zacktanzx Avatar @zacktanzx ZTan

ZTan posts on X about $vfc, vans, timberland, in the 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 stocks 75.24% finance 25.71% fashion brands 12.38% musicians 8.57% technology brands 7.62% cryptocurrencies 3.81% celebrities 3.81% automotive brands 3.81% luxury brands 3.81% social networks 1.9%

Social topic influence $vfc #2, vans #387, timberland 6.67%, in the 5.71%, $swk 5.71%, $gap 4.76%, vfc 4.76%, sza 3.81%, culture 3.81%, growth 2.86%

Top accounts mentioned or mentioned by @mattjmcclintock @ronaldo7trades @nettspend @gansic966 @jack64128896 @benbonning @headycreek @bigtenwhisperer @fundstrat @amitisinvesting @astutexai @quipuscapital @bellapoarch @victoriafutures @derbermens61563 @mmatters22596 @lololokk16 @krossroads @mm85 @jbulltard1

Top assets mentioned VF Corp (VFC) Stanley Black & Decker, Inc. (SWK) Gap Inc (GAP) Nike Inc (NKE) Amer Sports, Inc. (AS) XPENG INC. (XPEV) PayPal Holdings Inc (PYPL) 2131KOBUSHIDE (21) BITMINE IMMERSION TECH (BMNR) Sea Limited (SE) CoreWeave, Inc (CRWV) 69Coin (69)

Top Social Posts

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

"$AS Roughly 65% of Amer Sports valuation comes from Arcteryx. It was trading at [--] billion on Friday that roughly values it at 13.5B. Growth will stall we use a 15.5x EBIT multiple on Arcteryx's 460M of EBIT = [--] B 13.5B - 7B Expect at least a 25% drop from Friday close"
X Link 2025-09-22T14:04Z [---] followers, [----] engagements

"I wouldnt be that skeptical. All of the easing in aggregate helps in the long-run. Imagine having anywhere from 50-90% of your wealth tied to an illiquid piece of property that is losing or not growing in value everyday for the past [--] years. Human psychology tends to extend and extrapolate the trend in other words they expect their net worth to decline the same way in the following X years. How could you ever have the propensity to consume when what was deemed as risk-free is actually eating up your wealth That is no longer the case and a floor has been built by the central bank together with"
X Link 2024-10-07T15:49Z [---] followers, [----] engagements

"Will be taking a break from X. Market wise long end rates are falling and $VFC and housing stocks are benefiting. I will be back mid October to cover $VFC earnings Q2 earnings. In the interim spend time with your family and loved ones nothing is more important than that"
X Link 2025-09-11T14:47Z [---] followers, [---] engagements

"$VFC VF decided to do a video call conference for today's earnings. Nothing exudes more confidence than this"
X Link 2025-10-28T12:13Z [---] followers, [----] engagements

"$VFC At VF Corp design is being elevated across the board. From TNF to Timberland to Vans. Everything is coming together this year"
X Link 2026-01-18T11:10Z [---] followers, [----] engagements

"$VFC Been thinking about this [----] trend a lot recently. Hypebeast fashion began roughly in [----] and ran hot till early [----] and has since faded. This era coincided with the best years of Vans youths in their Graphic hoodies and a pair of slip-ons. Not financial advice. [----] IS BACK https://t.co/o7H30p3a6T [----] IS BACK https://t.co/o7H30p3a6T"
X Link 2026-01-18T12:36Z [---] followers, [---] engagements

"$VFC A look at some unreleased VANSZA designs by sza i definitely will be getting a pair when released 🤍 https://t.co/wYMecT8gWt A look at some unreleased VANSZA designs by sza i definitely will be getting a pair when released 🤍 https://t.co/wYMecT8gWt"
X Link 2026-01-21T08:16Z [---] followers, [---] engagements

"$VFC These are the hardest pair of Vans Ive seen in awhile AD: Dropping 1/29 via Vans US Vans Premium Authentic Collection Black/White https://t.co/8PDI5qDj13 Green/Blue https://t.co/z28LDFLZkO https://t.co/jfFs0fcK0W AD: Dropping 1/29 via Vans US Vans Premium Authentic Collection Black/White https://t.co/8PDI5qDj13 Green/Blue https://t.co/z28LDFLZkO https://t.co/jfFs0fcK0W"
X Link 2026-01-22T10:28Z [---] followers, [---] engagements

"$VFC VANSZA event happening today PT by June : $38.00 NFA. KNOW WHAT YOU OWN"
X Link 2026-01-22T14:59Z [---] followers, [---] engagements

"$VFC The hottest event in Paris today COME BY IF U WANT PARIS SEE U SOON ❤ https://t.co/TDhFrhQCOh COME BY IF U WANT PARIS SEE U SOON ❤ https://t.co/TDhFrhQCOh"
X Link 2026-01-22T15:19Z [---] followers, [----] engagements

"$VFC #alexhonnold #TheNorthFace #NeverStopExploring ALEX HONNOLD AFTER COMPLETING HIS FREE SOLO OF TAIPEI 101: "Sick." The [---] story climb took [--] hour and [--] minutes #SkyscraperLIVE https://t.co/TIzeRqiUcM ALEX HONNOLD AFTER COMPLETING HIS FREE SOLO OF TAIPEI 101: "Sick." The [---] story climb took [--] hour and [--] minutes #SkyscraperLIVE https://t.co/TIzeRqiUcM"
X Link 2026-01-25T03:50Z [---] followers, [----] engagements

"$VFC [----] is the year where we begin Vans' [--] year growth cycle exactly like how Vans did it in 2016-2021 Crocs in 2020-2025 etc. We're going higher"
X Link 2026-01-26T16:41Z [---] followers, [----] engagements

"$VFC Additional macro tailwinds : 1) Weaker US dollar - 45% of sales are generated outside of the US 2) Lower rates in [----] - Refinancing of exiting debt pile $VFC [----] is the year where we begin Vans' [--] year growth cycle exactly like how Vans did it in 2016-2021 Crocs in 2020-2025 etc. We're going higher. https://t.co/bpyK4qCohc $VFC [----] is the year where we begin Vans' [--] year growth cycle exactly like how Vans did it in 2016-2021 Crocs in 2020-2025 etc. We're going higher. https://t.co/bpyK4qCohc"
X Link 2026-01-28T04:33Z [---] followers, [----] engagements

"$VFC @nettspend reppin skinny ripped jeans with a pair of clean Vans slip-ons. Were so back"
X Link 2026-01-29T00:55Z [---] followers, [---] engagements

"$VFC Barclays raises VF Corp's price target to $25 from $21. Seasoned analyst Adrienne Yih is one of the sharpest consumer discretionary analysts out there. JP Morgan BoFA Wells Fargo. wake up"
X Link 2026-01-29T15:39Z [---] followers, [---] engagements

"Kevin Warsh is against reckless QE that causes financial assets that are not tied to the real-economy to rise. He is however all for lower rates (which encourages loans for real business activity which causes a broader transmission of wealth across social classes)"
X Link 2026-02-05T01:10Z [---] followers, [---] engagements

"Its important to stay invested in cyclicals that have been muted over the years because of higher rates. Operating leverage will kick in once activity is back. Add the fact that capex is now highly tax efficient for manufacturers under the Big Beautiful Bill. Going higher"
X Link 2026-02-05T01:15Z [---] followers, [---] engagements

"@benbonning @Heady_Creek Saint Laurent jeans still in my Vans though All VVS' put you in a necklace Girl you look beautiful tonight Stars on the roof they're matchin' with the jewelry"
X Link 2026-02-10T06:39Z [---] followers, [--] engagements

"@MattJMcClintock Vans would dominate the canvas shoe category if Converse goes through management changes. https://x.com/justfreshkicks/status/2021258608969957862s=46 Vans have been on a roll lately 😮💨 https://t.co/65hGe9arQt https://x.com/justfreshkicks/status/2021258608969957862s=46 Vans have been on a roll lately 😮💨 https://t.co/65hGe9arQt"
X Link 2026-02-10T17:36Z [---] followers, [---] engagements

"@BigTenWhisperer @MattJMcClintock Diverse in spirit you dont see punk/indie-rock musicians jamming in Nikes. Likewise you dont see mainstream rappers in converse"
X Link 2026-02-11T04:55Z [---] followers, [--] engagements

"$VFC Bracken Darrell in TNF gear flexing his Vans Skate Loafers during the earnings calls. Bullish"
X Link 2026-01-28T13:25Z [---] followers, [----] engagements

"$VFC Vans got motion Vans got some motion rn 😮💨 https://t.co/u6DaQ6YURX Vans got some motion rn 😮💨 https://t.co/u6DaQ6YURX"
X Link 2026-02-10T04:09Z [---] followers, [---] engagements

"$VFC Vans Americas https://t.co/7JzcriXA4A https://t.co/7JzcriXA4A"
X Link 2026-02-10T04:15Z [---] followers, [---] engagements

"$BMNR @fundstrat Who handles the wallet custody and the blockchain operations like staking of ETH for Bitmine I looked at their managerial level employees and everyone seems to be former PMs from Wall Street focusing on higher level strategy"
X Link 2026-02-10T04:55Z [---] followers, [---] engagements

"@amitisinvesting @amitisinvesting Ive got an idea for you. $VFC Consumers wants this not crocs. https://x.com/complexstyle/status/2021994949244596363s=12 Vans is cooking for [----] https://t.co/ZONZwBVew9 https://x.com/complexstyle/status/2021994949244596363s=12 Vans is cooking for [----] https://t.co/ZONZwBVew9"
X Link 2026-02-12T18:50Z [---] followers, [---] engagements

"@AstutexAi Artists like Justin Bieber Uzi and streamers like Speed Kai Cenat Adin Ross have all been skating lately. Vans just like Redbull and Nike SB will play a major role in bringing back skate to the limelight. The pie will grow beyond here and so will Vans's market share"
X Link 2025-10-27T06:34Z [---] followers, [---] engagements

"$VFC A quick summary by brand from the earnings call. we now await the PT upgrades from sell-side"
X Link 2025-10-28T13:32Z [---] followers, [----] engagements

"@Ronaldo7trades It is sustainable no one-off gimmicks. Q2 Q3 tend to have the highest OL hence a higher operating margin than other quarters. On average this amounts to roughly 5-7% operating margin for the year. We're heading towards 7%-9% by 2026"
X Link 2025-10-28T14:05Z [---] followers, [---] engagements

"@MattJMcClintock Near term : Partial unmitigated tariff impacts and slightly tougher comps. Beginning Q4 FY'26 : 1) Vans value-channel effect wraps around 2) Vans releases SZA collection 3) TNF releases spring collection 4) Altra continues HDD growth 5) One of the many Vans franchises takes off"
X Link 2025-10-28T14:48Z [---] followers, [---] engagements

"@MattJMcClintock Numerous macro tailwinds are aligning for Vans in the apparel/footwear space. If we could get a little more certainty over the effectiveness of tariff mitigation in Q4 we should see a nice rerating. https://www.bloomberg.com/opinion/articles/2025-10-24/vans-is-taking-on-the-adidas-samba https://www.linkedin.com/pulse/why-vans-checkerboards-could-next-sambaand-what-sneaker-buchanan-zgzjc/trackingId=C8xyACVuz4A0e%2BkpjJzl4Q%3D%3D https://www.bloomberg.com/opinion/articles/2025-10-24/vans-is-taking-on-the-adidas-samba"
X Link 2025-10-28T14:53Z [---] followers, [--] engagements

"$VFC Numerous macro tailwinds are aligning for Vans in footwear space Vans right-sizing efforts wrap around in Q4 (March 2026) If we could get a little more certainty over the effectiveness of tariff mitigation in Q4 we should see a nice rerating http://bloomberg.com/opinion/articles/2025-10-24/vans-is-taking-on-the-adidas-samba http://bloomberg.com/opinion/articles/2025-10-24/vans-is-taking-on-the-adidas-samba"
X Link 2025-10-28T14:56Z [---] followers, [----] engagements

"@MattJMcClintock 2) is akin to Rihanna back in [----] with Puma if her influence is 1/2 a Rihanna it would do huge for Vans. You're right stars are aligning but we're also not completely there yet. Would be surprised to see any lowering of PT going forward"
X Link 2025-10-28T15:14Z [---] followers, [---] engagements

"@QuipusCapital $VFC Add slip-onshalf-cabs old skools eras Authentics and MTE boots to the above. Also what about a reality tv show https://x.com/modernnotoriety/status/1983681766121746824s=46 Vans launches its "Meet The Vans" holiday campaign 🎁 Featuring Nettspend Bella Poarch Zion Wright Junior Gutierrez Efron Danzig Marz Lovejoy Tony Alva and Cali DeWitt https://t.co/8WvI2Z7vhN https://x.com/modernnotoriety/status/1983681766121746824s=46 Vans launches its "Meet The Vans" holiday campaign 🎁 Featuring Nettspend Bella Poarch Zion Wright Junior Gutierrez Efron Danzig Marz Lovejoy Tony Alva"
X Link 2025-10-30T16:55Z [---] followers, [---] engagements

"$VFC @nettspend @bellapoarch #lidojunior #nettspend MEET THE VANS"
X Link 2025-11-03T17:48Z [---] followers, [----] engagements

"$VFC 1) Timberland X Supreme 2) Timberland's Member's Only Boot"
X Link 2025-11-05T16:16Z [---] followers, [----] engagements

"$VFC Non stop heat from Timberlands Detailed images with the upcoming One Block Down x Timberland [--] Inch Lace Up Waterproof Boot collection in three different colorways 🍂 Releasing November 13th [----] for [---] 🗓 https://t.co/r7JNA7Dbyx Detailed images with the upcoming One Block Down x Timberland [--] Inch Lace Up Waterproof Boot collection in three different colorways 🍂 Releasing November 13th [----] for [---] 🗓 https://t.co/r7JNA7Dbyx"
X Link 2025-11-06T01:03Z [---] followers, [---] engagements

"@VictoriaFutures Hey @VictoriaFutures would appreciate your thoughts on Old Navy's new cosmetic products. https://www.gapinc.com/en-us/articles/2025/10/welcome-to-old-navy-beauty-co https://www.gapinc.com/en-us/articles/2025/10/welcome-to-old-navy-beauty-co"
X Link 2025-11-06T08:32Z [---] followers, [--] engagements

"$VFC Timbs cant stop cooking 🔥 SNIPES x Timberland 6" Boot "Rooted in Concrete" 🪾 🗓 November 13th 🏷 $198 https://t.co/luhdYO8t2I SNIPES x Timberland 6" Boot "Rooted in Concrete" 🪾 🗓 November 13th 🏷 $198 https://t.co/luhdYO8t2I"
X Link 2025-11-07T06:31Z [---] followers, [---] engagements

"Closed my $AS short redirected that capital yesterday to $GAP and $GOOS call spreads. Expecting these two to catch a bid this Christmas. $AS Roughly 65% of Amer Sports valuation comes from Arcteryx. It was trading at [--] billion on Friday that roughly values it at 13.5B. Growth will stall we use a 15.5x EBIT multiple on Arcteryx's 460M of EBIT = [--] B 13.5B - 7B Expect at least a 25% drop from Friday close. https://t.co/6DvUs8Jgqh $AS Roughly 65% of Amer Sports valuation comes from Arcteryx. It was trading at [--] billion on Friday that roughly values it at 13.5B. Growth will stall we use a 15.5x"
X Link 2025-11-07T06:35Z [---] followers, [----] engagements

"$GAP #GAP GAP has an expanding moat and thats being able to deliver culturally relevant campaigns consistently. Gap team has truly transformed into a pop culture brand that tells relevant stories in creative ways. Valuation should be at least half of H&M. I am long. The Gap follows up their KATSEYE ad with a new campaign starring Sienna Spiro singing The Climb by Miley Cyrus. https://t.co/eNn1Q4BCBs The Gap follows up their KATSEYE ad with a new campaign starring Sienna Spiro singing The Climb by Miley Cyrus. https://t.co/eNn1Q4BCBs"
X Link 2025-11-07T09:59Z [---] followers, [---] engagements

"@Derbermens61563 @MMatters22596 wait till you realize all Chinese cars have an AI personal assistant. Xpeng one is also more responsive and can handle more complex tasks"
X Link 2025-11-07T18:30Z [---] followers, [--] engagements

"@lololokk16 Zoom Pluto to Mars from Pink Tape"
X Link 2025-11-09T04:33Z [---] followers, [--] engagements

"$VFC $GAP $GOOS If true consumer discretionary apparel stocks are so so back"
X Link 2025-11-09T14:22Z [---] followers, [----] engagements

"@Kross_Roads PayPal could really benefit from that $2000 dividend per working class American"
X Link 2025-11-10T03:11Z [---] followers, [---] engagements

"@_mm85 Marcel lets face it XPeng has uncapped potential here. NIO cant even beat Xpeng at cars let alone Evotl or robotics"
X Link 2025-11-11T13:42Z [---] followers, [---] engagements

"$VFC https://www.instagram.com/p/DQ7L3aAiLRo/ https://www.instagram.com/p/DQ7L3aAiLRo/"
X Link 2025-11-12T13:12Z [---] followers, [----] engagements

"@jbulltard1 @BeanmealBrandon Have you considered shorting the other hundreds of tickers that could miss estimates have signs of accounting fraud / executive misconduct"
X Link 2025-11-13T19:08Z [---] followers, [--] engagements

"Once again great call on $SE Felix Our top [--] Shorts worked out well this week - $SE and $CRWV $SE - we're the only research firm Short SE. We top ticked it on Sept [--] and now SE is down more than 26% and UNDERPERFORMING QQQ by 34% POINTS Forrest needs to run away from his angry investor base. Peakish signs are https://t.co/o8wp2M5Z2A Our top [--] Shorts worked out well this week - $SE and $CRWV $SE - we're the only research firm Short SE. We top ticked it on Sept [--] and now SE is down more than 26% and UNDERPERFORMING QQQ by 34% POINTS Forrest needs to run away from his angry investor base."
X Link 2025-11-15T16:42Z [---] followers, [----] engagements

"@MattJMcClintock @GanSic966 Thats slightly concerning. Would like to understand which specific models are marked down One thing Ive noticed is that TNF Europes operating model that enabled DD growth has been ported to the US + Vans + Timbs. Commerce site to marketing content has improved significantly"
X Link 2025-11-19T06:03Z [---] followers, [---] engagements

"$VFC Betty the designer behind the Satoshi Vans Chanel Vans and the pearlised Vans states that the best work he has done will be made available in the next [--] months. The best has yet to come"
X Link 2025-11-20T16:10Z [---] followers, [----] engagements

"$VFC The best has yet to come. Were just getting started Vans turning into TikTok shoes is unfortunate. Vans turning into TikTok shoes is unfortunate"
X Link 2025-11-21T01:23Z [---] followers, [---] engagements

"@Jack64128896 Rate cuts odds for Dec jumped from 25% to 40% to 69% over three days. Consumer discretionary and cyclicals are catching a bid"
X Link 2025-11-21T18:48Z [---] followers, [---] engagements

"$VFC The North Face opens global flagship store on Fifth Avenue. TNFs US growth story has just began. Im long VF Corp"
X Link 2025-11-21T18:57Z [---] followers, [---] engagements

"@GanSic966 @Spiegel_Lampe It is VFC specific. Below is Net Debt / EBITDA and Interest Expense of similar footwear apparel companies. The values are incorrect on normalised value is closer to 4-5x. With rate cuts odds rising refinancing and floating rate debt - cheaper http://finchat.io http://finchat.io"
X Link 2025-11-22T02:07Z [---] followers, [--] engagements

"$VFC Vans DIY studded plaid slip-ons We are witnessing one of the greatest sneaker comeback of the decade. THRASHED PLAD SLIP ONS☠ https://t.co/cfp8G1VnuS THRASHED PLAD SLIP ONS☠ https://t.co/cfp8G1VnuS"
X Link 2025-11-22T13:19Z [---] followers, [---] engagements

"$VFC $KER #Chanel #ChromeHearts @LILUZIVERT finally dropped. Recession is now cancelled. Apparel names that are part of the culture should gap higher. ★ I Really Love Yall .Dont Ever Think I Dont The Close Ones Leave But The Fans Dont ★ 💋🦇💕 https://t.co/YHQYkzDgjH ★ I Really Love Yall .Dont Ever Think I Dont The Close Ones Leave But The Fans Dont ★ 💋🦇💕 https://t.co/YHQYkzDgjH"
X Link 2025-11-25T02:48Z [---] followers, [---] engagements

"$VFC Warped Tour '26 expands internationally to include Canada and Mexico. [--] venues in [----] vs [--] in [----]. https://www.rollingstone.com/music/music-news/vans-warped-tour-2026-montreal-mexico-city-1235471199/ https://www.rollingstone.com/music/music-news/vans-warped-tour-2026-montreal-mexico-city-1235471199/"
X Link 2025-11-25T05:24Z [---] followers, [---] engagements

"$VFC Vans is placing strong effort to onboard a whole new cohort of consumers Current known efforts : [--]. KPop Demon Hunter [--]. Vans X SZA [--]. Vans X Disney Target group : [--]. International [--]. Female [--]. Post-2000s born [--]. Families (Disney-driven parents + kids buying together)"
X Link 2025-11-25T05:33Z [---] followers, [----] engagements

"$VFC This is how VFC shareholders who HODLed through numerous pullbacks and bought the dip are feeling right now. Sell-side will soon raise PT and tell you all about Kpop Demon HuntersDisney and International expansion of Vans Warped Tour when stock hits new 52WK high"
X Link 2025-11-26T05:52Z [---] followers, [----] engagements

"@Ronaldo7trades 15x EV/EBIT on 2B of EBIT So somewhere around $69 to $100 When we enter late-stage growth Id strategize accordingly"
X Link 2025-11-26T06:35Z [---] followers, [--] engagements

"$VFC 1) VF will generate massive amounts of OCF in the next 2-5 years vs today. If this were a bond it would be a high duration bond (large cash flows further out in future) 2) VF is much more levered relative to peers. Refinancing to lower rates reduces interest expense"
X Link 2025-11-27T03:44Z [---] followers, [---] engagements

"@my3dprintedgun @Jack64128896 Gotta know/follow the right people to notice Vans is far from mainstream as of today relative to 2018-2023 days. It always starts from the subcultures that many Wall S analysts just arent tapped into. They will continue chasing the Hokas Lulus and Onons while Vans executes"
X Link 2025-11-27T04:30Z [---] followers, [--] engagements

"@Brunhild_17 Keep in mind that Vans had double digit declines for [--] consecutive years were not gonna be back to prime Vans overnight. It will likely take roughly [--] years from now to bring us back and [--] more to new heights but price moves when the path is viable not when it realizes"
X Link 2025-11-28T02:47Z [---] followers, [--] engagements

"$VFC First look at ourmotherlan x vans collab https://t.co/IssUKErrB1 First look at ourmotherlan x vans collab https://t.co/IssUKErrB1"
X Link 2025-11-28T11:20Z [---] followers, [---] engagements

"#investing $QQQ $SPY The PM's book is down 5% YTD so risk is forcing the PM to cut gross from 250% to 150%. As a retail investor that can stomach risk do you understand what your edge is against institutions"
X Link 2025-11-29T02:00Z [---] followers, [---] engagements

"#Uzi #LilUziVert #CartierNails #ChanelBoy Uzi definitely dropping Cartier Nails this December Dont let me speak of Cartier Im gonna save it for a whole nother song"
X Link 2025-11-29T09:20Z [---] followers, [---] engagements

"@MattJMcClintock $DIS"
X Link 2025-11-30T07:21Z [---] followers, [---] engagements

"$VFC Im getting this if VF hits $45.00 in [----] Timberland Couch https://t.co/qsevN8JbwA Timberland Couch https://t.co/qsevN8JbwA"
X Link 2025-12-01T00:46Z [---] followers, [----] engagements

"$VFC StockX CEO Greg Schwartz joins CNBCs Money Movers to discuss the hottest products on its platform : "We saw Timberlands [--] inch Timberland boots doing really well""
X Link 2025-12-01T17:38Z [---] followers, [----] engagements

"$VFC Oatmeal Vans baby BREAKING: First look at the Chanel Bag-inspired Vans Premium Old Skool [--] Souvenir Oatmeal releasing in July [----] 🗓👜 🗓 July 1st 📝 VN000E8V2N1 💵 $125 https://t.co/AazNi1qlTE BREAKING: First look at the Chanel Bag-inspired Vans Premium Old Skool [--] Souvenir Oatmeal releasing in July [----] 🗓👜 🗓 July 1st 📝 VN000E8V2N1 💵 $125 https://t.co/AazNi1qlTE"
X Link 2025-12-02T10:39Z [---] followers, [---] engagements

"$VFC #VANS Vans dropping back to back 🔥 were just getting started First Look: Satoshi Nakamoto x Vans Era [--] Lucky Charms 💎✨ 📷 justinreed https://t.co/ypCNSdHW55 First Look: Satoshi Nakamoto x Vans Era [--] Lucky Charms 💎✨ 📷 justinreed https://t.co/ypCNSdHW55"
X Link 2025-12-02T10:44Z [---] followers, [---] engagements

"$VFC KPOP DEMON HUNTERS X VANS UNVEILED This allows Vans to penetrate the global and loyal k-pop fanbase + families who enjoyed this netflix show. DISNEY is next. VF bears are all fucked. I'm accumulating as many shares possible. K-Pop Demon Hunters x Vans collab unveiled 👀 🛍 Dropping in-store on 12/5 🌐 Online on 12/8 Learn more https://t.co/LIejxC7d6t https://t.co/TgZpoLcYTn K-Pop Demon Hunters x Vans collab unveiled 👀 🛍 Dropping in-store on 12/5 🌐 Online on 12/8 Learn more https://t.co/LIejxC7d6t https://t.co/TgZpoLcYTn"
X Link 2025-12-02T18:20Z [---] followers, [---] engagements

"$VFC Welcome to the circus : 1) Says Timberland is not a growing brand ❌ 2) Suggests Bracken Darrell to sell Timberland 😂 3) Compares Vans to Nikes and Nike being a threat to Vans 🤣 4) Expects VF to trade down to $5 😂 5) Makes fun of the CEO 🤣"
X Link 2025-12-02T18:43Z [---] followers, [---] engagements

"@RenMacLLC Main Street continues to lose and the FED is partially responsible for this. Cut now"
X Link 2025-12-03T14:31Z [---] followers, [---] engagements

"@dirtygreenpaper Absolute clown for buying NIO over XPENG 😂😂"
X Link 2025-12-03T17:25Z [---] followers, [---] engagements

"$VFC #SZA #VANS Markets are underestimating the growth that SZA will bring to the table for Vans SZA's SOS album was ranked [--] in the [----] R&B/Hip-Hop chart. She is the most culturally relevant among all R&B artists men and women. Refer : PUMA turnaround in [----] with Rihanna"
X Link 2025-12-03T17:38Z [---] followers, [---] engagements

"$VFC TNF X SKIMS returns for another run Bears are fucked. Send this to $25.00"
X Link 2025-12-04T14:13Z [---] followers, [----] engagements

"$VFC Introducing the harmonic resonance of investing - when the charts and the fundamentals start telling the same story. Let it rip to $25.00 by year end. @zacktanzx @thekookreport @zacktanzx @thekookreport"
X Link 2025-12-05T09:10Z [---] followers, [----] engagements

"@valuations_ SE is not even the Amazon of south east Asia 🤣🤣 . Shopee has fierce competition within the regionfrom the Alibaba backed Lazada"
X Link 2025-12-10T04:52Z [---] followers, [---] engagements

"@GabGrowth How can your analysis ignore Alibaba backed Lazada which is one of the largest player in SEA"
X Link 2025-12-11T12:52Z [---] followers, [---] engagements

"$VFC Congrats to all the VF bulls weve finally broken above $20.00 Still early days but definitely a milestone worth celebrating"
X Link 2025-12-11T15:03Z [---] followers, [---] engagements

"@Ronaldo7trades @PremiumHunter Expectations of them compounding to make 1.5B in EBIT will come quicker than you think. Remember Vans is dead and has yet to turn in the eyes of the Street. Its Timberlands and TNF doing the heavy lifting"
X Link 2025-12-19T02:04Z [---] followers, [--] engagements

"$VFC Timothee Chalamet just dropped collab of the year with UK rapper EsdeeKid. And evidenced in the music video TNF like Timbs are part of the hip-hop/streetwear culture. It is culture and community that creates a lasting demand. Im buying more shares here. https://t.co/c6c5pSzGgR https://t.co/c6c5pSzGgR"
X Link 2025-12-20T02:32Z [---] followers, [---] engagements

"$VFC YOU KNOW NOTHING ABOUT CULTURE @zacktanzx @BuyCheapNPray The market cap of $VFC is $5B the EV (which is more appropriate) is $12B which is 10% of NKE. Nike does 5x VFC in sales and generates 10x FCF. Vans declining DD TNF is meh. Timbos Dickies dont need to exist and Supreme is a dumpster fire. Nike is a much better brand. @zacktanzx @BuyCheapNPray The market cap of $VFC is $5B the EV (which is more appropriate) is $12B which is 10% of NKE. Nike does 5x VFC in sales and generates 10x FCF. Vans declining DD TNF is meh. Timbos Dickies dont need to exist and Supreme is a dumpster fire. Nike"
X Link 2025-12-20T11:26Z [---] followers, [---] engagements

"$VFC Vans trending again We going white laces in these. https://t.co/nO2sLwLKev We going white laces in these. https://t.co/nO2sLwLKev"
X Link 2025-12-26T03:43Z [---] followers, [----] engagements

"$VFC #LilUziVert If you know ballyou know the significance of this towards Vans and the broader skating community Lil Uzi Vert dyes his hair half purple 👾🦇 https://t.co/1BGTxRhO63 Lil Uzi Vert dyes his hair half purple 👾🦇 https://t.co/1BGTxRhO63"
X Link 2025-12-26T11:24Z [---] followers, [---] engagements

"$VFC #Vans Skateboarding is bottoming out after a multi-year trough and is entering a supercycle. Vans will be participating in this supercycle if not leading it. The streetwear fashion and hip-hop community is engaging with skate like never before. If you know you know. Lil Uzi Vert uploaded a christmas skate session vlog on YouTube just now 🛹🎄 https://t.co/10CgTeFU2Z Lil Uzi Vert uploaded a christmas skate session vlog on YouTube just now 🛹🎄 https://t.co/10CgTeFU2Z"
X Link 2025-12-26T11:32Z [---] followers, [---] engagements

"$VFC Uzi's [--------] peak era was peak hypebeast culture think Supreme drops Bape camo Vans checkerboards and skinny jeans everywhere. Uzi started working with Vans in late [----]. If Uzi makes a big comeback in [----] this is one of the many catalyst to boost Vans sales. [--] Min Spotify streams have nearly doubled over the past month now sitting at 920K daily streams and closing in on 1M 🌟🛸 Following the success of the new single What You Saying increased exposure is boosting streams across Lil Uzi Verts catalog 👀🔥 https://t.co/JB2tOcpni5 [--] Min Spotify streams have nearly doubled over the"
X Link 2026-01-01T11:53Z [---] followers, [----] engagements

"@BrianTycangco Dont forget about robotics $XPEV"
X Link 2026-01-15T11:27Z [---] followers, [---] engagements

"10/ Could $VFC pull a Bombardier-style comeback just like [----] VF Corp crushing those solvency fears by paying down April [----] maturities might just be the catalyst we need to get a [--] handle in the stock. If it coincides with a Vans turnaround + lower rates. sky's the limit"
X Link 2024-06-30T10:54Z [---] followers, [----] engagements

"$PUM #PUMA Some people overpromise and underdeliver while others underpromise and overdeliver. Headlines claim tariffs are squeezing profits but thats not the full story. $DECK had little problem on margins with that and is still generating 17% operating margins. This company has elevated inventory levels stemming from over-ordering during tariff uncertainty and did not achieve the demand they were forecasting. The new CEO has an interesting track-record. I would pay some attention on what he has to say. Probably worth bookmarking. Id watch closely in a year or two when price is lower and the"
X Link 2025-07-25T11:55Z [---] followers, [----] engagements

"$PLTR $NVDA Love to see that markets are behaving rationally again. I wouldn't necessarily short something that is 100x sales but I definitely wouldn't buy it. Great to see that the ones underneath the surface are beginning to tick upwards as well. $PYPL $VFC $XPEV $BABA $SWK $GAP https://twitter.com/i/web/status/1958167494570422391 https://twitter.com/i/web/status/1958167494570422391"
X Link 2025-08-20T14:01Z [---] followers, [---] engagements

"$SWK The past month we had two dissenting governors Bowman and Waller that argued for rate cuts stating that inflation is one-off price increase and citing weak job-growth. Today we have this strong push from the administration to oust Lisa Cook which could bolster the case for a more dovish Fed. This coupled with Trump's attack on J. Powell yesterday stating "Powell is hurting the housing industry" shows the administration's eagerness to start the construction and building cycle. Know where the puck is going I am buying shares of $SWK like no tomorrow. JUSTICE DEPT HAS RECEIVED CRIMINAL"
X Link 2025-08-20T14:28Z [---] followers, [----] engagements

"$VFC $SWK $PYPL $IWM When were coming out of a high interest rate regime its a generational opportunity to methodically screen out-of-favor oversold sectors such as cyclicals (industrials energy) consumer discretionary (apparel appliances leisure) as well as companies with high fixed-costs structures. Through bottom-up analysis we can identify which companies exhibit cost-discipline for downside protection pricing power and potential to scale thereby unlocking operating leverage and margin expansion when the business cycle turns favourable. Whats your favourite margin-expansion story in the"
X Link 2025-08-24T21:08Z [---] followers, [---] engagements

"$SWK $GNRC Scott Bessent: High rates are crushing homebuilding and driving up housing costs. A rate cut would spark new construction ease pressure on families and make housing more affordable for years to come. https://t.co/8FGGlK4CBN Scott Bessent: High rates are crushing homebuilding and driving up housing costs. A rate cut would spark new construction ease pressure on families and make housing more affordable for years to come. https://t.co/8FGGlK4CBN"
X Link 2025-09-01T00:55Z [---] followers, [---] engagements

"$SWK Average loan size down 0.2% is disinflationary for housing prices 👍 Rate cuts are imminent. Buy the weakness to capitalize the housing boom in the next [--] years"
X Link 2025-09-03T12:12Z [---] followers, [---] engagements

"$VFC Timbs continues to deliver. Their recent collab with Italian rapper Sferra Ebbasta was sold out in minutes. Retails for 299"
X Link 2025-10-16T17:32Z [---] followers, [----] engagements

"$VFC $GAP $SWK At this point consumer discretionary is a no-brainer long. If the tariffs act passes we get a $2000 dividend per American which reverses the reduction in demand being priced in If tariff gets blocked we reverse gross margin compression. Not financial advice. BREAKING: President Trump says everyone (except rich people) will receive "at least" $2000 thanks to tariffs https://t.co/kYdvRfhT7k BREAKING: President Trump says everyone (except rich people) will receive "at least" $2000 thanks to tariffs https://t.co/kYdvRfhT7k"
X Link 2025-11-09T15:09Z [---] followers, [----] engagements

"$VFC Vans X NettSpend Food Drive IYKYK"
X Link 2025-12-21T03:59Z [---] followers, [----] engagements

"$VFC The biggest mistake you can make today as a capital allocator in apparel as of December [--] [----] is selling $VFC to buy $NKE. One has just built up the momentum roughly [---] years after their restructuring the other is still finding its footing"
X Link 2025-12-22T01:24Z [---] followers, [----] engagements

"$VFC Peanuts 🥜 relative to the market cap of the firm Bracken Darrell did 3M for a firm that was trading around 5B market cap. Nike $NKE CEO Elliot Hill spent $1 Million to buy [-----] shares of $NKE stock at $61.1 per share https://t.co/SgMfIVfGWn Nike $NKE CEO Elliot Hill spent $1 Million to buy [-----] shares of $NKE stock at $61.1 per share https://t.co/SgMfIVfGWn"
X Link 2025-12-31T11:08Z [---] followers, [----] engagements

"$VFC Pokmon x The North Face Nuptse Jackets ⚡ https://t.co/emsV3AR06S Pokmon x The North Face Nuptse Jackets ⚡ https://t.co/emsV3AR06S"
X Link 2026-01-08T05:19Z [---] followers, [----] engagements

"$VFC Bracken Darrell sees opportunity in the TNF premium range : If we launch a premium leather jacket like the leather puffer jacket that we did in the middle of last quarter it sells for $1100 and we sell out in Italy in the U.S. and in China"
X Link 2026-01-15T05:20Z [---] followers, [---] engagements

"$VFC Sun Choe - [--] Jan [----] : (Were) really obsessing over product excellence and making sure that we were not designing just for sales volume not over-designing too many things or over-sorting and just making sure that we did things that were beautiful created desire"
X Link 2026-01-18T12:32Z [---] followers, [---] engagements

"$VFC $GOOS Stay warm everyone. Get your down jackets now at @thenorthface or @canadagoose San Antonio next [--] days. Weather Alert Days = Very cold temps and risk of wintry mix in area https://t.co/2fmoekwmvf San Antonio next [--] days. Weather Alert Days = Very cold temps and risk of wintry mix in area https://t.co/2fmoekwmvf"
X Link 2026-01-21T06:22Z [---] followers, [---] engagements

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