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@ActAccordingly Avatar @ActAccordingly PAA Research

PAA Research posts on X about $trex, ceo, the good, ai the most. They currently have XXXXXX followers and XX posts still getting attention that total XX engagements in the last XX hours.

Engagements: XX #

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Mentions: X #

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Followers: XXXXXX #

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Social Influence

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

Social topic influence $trex 11.76%, ceo 11.76%, the good 11.76%, ai 11.76%, $vfc 5.88%, vans 5.88%, the first 5.88%, products 5.88%, $cats 5.88%, $400mm XXXX%

Top accounts mentioned or mentioned by @tbpn @rhouseresearch @tzero @alankonevsky @alderlaneeggs @marcuslemonis @profr33dom @saynototrading @acipartnerhship @benshooter @dj_ebitda @cedarstresearch @notjanetyellen7

Top assets mentioned Trex Company, Inc. (TREX) VF Corp (VFC) Catcoin (CATS) AFLAC Incorporated (AFL) Kroger Co (KR) General Mills, Inc. (GIS) Matrix AI Network (MAN) Cintas Corporation (CTAS) Copart, Inc. (CPRT) Watsco, Inc. (WSO) Moody's Corporation (MCO) White Mountains Insurance Group Ltd. (WTM) QUALCOMM, Inc. (QCOM)

Top Social Posts

Top posts by engagements in the last XX hours

"The stock isn't trading off this today but a notable development for #vans and $VFC. For the first time in years query volume for "vans" is up a huge amount YOY and for the past couple of weeks eclipsed 2022 levels. Is this a "blip" or the start of some legitimate brand "heat" New products and collaborations have certainly drawn a lot of attention of late"
X Link 2025-12-08T20:59Z 22.6K followers, 3001 engagements

"On a day in which people are digesting the announcement of unprecedented capacity expansion from $CAT's P&E division I present to you a cautionary tale from $TREX. Almost 4-years ago today $TREX announced a $400MM capacity expansion in Little Rock. Never mind that capacity expansion in composite decking was occurring EVERYWHERE at the time. Rates were near zero renovation spend was enormous and $TREX thought they could continue double digit organic growth forever. Now in 2025 the company just guided XX% below the street for 4Q on topline and the space hasn't grown for 3-years. Will $TREX"
X Link 2025-11-04T21:24Z 22.6K followers, 19K engagements

"For those that forgot 5-years ago $AFL put $200MM into $TRUP at $55/share. Their return on that investment has been beyond abysmal. They can sell at any time at this point. Not sure why they stick around when $TRUP's CEO calls Aflac a "nascent channel" after 5-years of working together. The comments from the 3Q25 earnings call below have me wondering"
X Link 2025-11-07T19:58Z 22.6K followers, 3096 engagements

"My contribution to the $GIS imvestment thesis mosaic: $KR offering buy X get X FREE on all General Mills cereals. Doesn't seem inflationary. Not a great look for gross margins for the $GIS quarter. I'm in a Kroger twice a week on average. Never have seen this before"
X Link 2025-11-16T09:13Z 22.6K followers, 6794 engagements

"$MAN taking out the 1Q09 post GFC lows today. I've been short for a while but as is often the case with the good ones when it starts to cascade it happens much faster than you think. It seems deep cyclical concerns have been layered onto the secular AI based bear case. Ugly action"
X Link 2025-11-19T19:34Z 22.6K followers, 1970 engagements

"Which compounder bro favorite will be the best performer in 2026 (Please reply with "Other)"
X Link 2025-11-20T17:15Z 22.6K followers, 2000 engagements

"$WTM shares up 5-6% after announcing a tender offer for roughly X% of the shares outstanding in a range of $1850-$2050. This management team excels at capital allocation as they build a mini $BRK"
X Link 2025-11-21T16:12Z 22.6K followers, 2202 engagements

"In the mount Rushmore of signals that something's really wrong announcing a CEO and CFO resignation after the close on Black Friday has to be at the very peak. First $RICK buys stock using seller financing at a XX% premium to the then market price. Now this. Yikes"
X Link 2025-11-28T18:49Z 22.6K followers, 60.8K engagements

"$SCHL selling its HQ and Jefferson City DC for NET proceeds of $401MM which is more than XX% of the mkt cap and approximately XX% of the EV. It will be interesting to see how the company allocates capital. Presumably debt paydown first then more share buybacks. The biz continues to churn out cash as well"
X Link 2025-12-02T13:52Z 22.6K followers, 12K engagements

"This is a really interesting thread that outlines some of DeepSeek's capabilities and what AI might look like as it moves to the edge. Lots of questions as to how this plays out for incumbents but it makes me a lot more excited about $QCOM"
X Link 2025-12-06T01:39Z 22.6K followers, 10.9K engagements

"@RHouseResearch @tbpn The good ones always seem that way although the timing on this one was pretty good. Unlike something like $TREX which played out as predicted but over 5-6 years"
X Link 2025-12-09T02:40Z 22.6K followers, XXX engagements