[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@sprucepointcap "Wolfe double downgrades $FND on weak demand. Wonder if the Buffett guys that loved this starting to see it as a value trap (still priced as growth). Still could get worse here with Lowe's going after the PROs customers harder"
X Link @sprucepointcap 2025-09-17T20:30Z 45.1K followers, 3530 engagements

"And in other news $UEC mining more shares while "the iron is hot". Already has $150m of cash no proven/probable reserves no dedicated customer agreements. But "raise money" while you can and for what exactly #uranium"
X Link @sprucepointcap 2025-10-03T13:24Z 45.1K followers, 4861 engagements

"Something is seriously bugging me about Rollins Inc. $ROL financial reporting and this follows the recent departure of the Chief Accounting Officer. We are now more than X years post the acquisition of Fox Pest and Rollins is still reporting deal-related charges. If you look at total deal-related and restructuring costs we estimate the costs are a staggering XX% of acquired revenue Rollins margins continue to degrade and the rift between reported and adjusted operating margins increased to 100bps. Margins are missing analyst targets. Rollins should give more clarity as to where these"
X Link @sprucepointcap 2025-04-24T11:09Z 45.1K followers, 3265 engagements

"Interesting @barronsonline article on #predictionmarket gaining traction with $FLUT commenting to defend its position and $DKNG #DraftKings not commenting at all. It comes at an unfortunate time too. DraftKings recently disclosed a security breach to customers which may compound its problems with customer retention"
X Link @sprucepointcap 2025-10-08T12:07Z 45.1K followers, 6110 engagements

"#Kalshi @Kalshi raises $300M. Amazing what they've accomplished organically with little marketing effort. Imagine what they can do now. Good luck $DKNG #DraftKings"
X Link @sprucepointcap 2025-10-10T13:28Z 45.1K followers, 3235 engagements