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@Fierce__beast Avatar @Fierce__beast Fierce_beast

Fierce_beast posts on X about $rhi, $mpwr, prediction, $tbi the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.

Engagements: XXXXX #

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Mentions: XX #

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Followers: XXXXX #

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Social category influence stocks XXXX% technology brands XXX% finance XXXX% cryptocurrencies XXX% countries XXXX%

Social topic influence $rhi #4, $mpwr #4, prediction 1.1%, $tbi #3, $hqi #1, $ai4 #1226, debt #1488, $nvda #1035, $zip 0.55%, artificial #100

Top accounts mentioned or mentioned by @sharpeshark @joinyellowbrick @jpsinvestments @lennygrover @jonrice80 @anshulpuri0 @arbsensei @atelicinvest @pythiar @luckypenguin10 @jojocapital @partnersroad @robotnyc1 @bmb21 @uzocapital @icaruschaser @optionsly @invest091 @mioziobor @jukanlosreve

Top assets mentioned Robert Half International Inc (RHI) Monolithic Power Systems, Inc. (MPWR) Artificial Intelligence (AI4) NVIDIA Corp. (NVDA) Pinterest, Inc. (PINS) TERADATA CORPORATION (TDC) Wownero (WOW) Newell Brands Inc (NWL) Cook Protocol (COOK) DENTSPLY SIRONA Inc (XRAY) Carter's Inc. (CRI) Alphabet Inc Class A (GOOGL) CBIZ, Inc. (CBZ) COTY INC (COTY) aelf (ELF) Elcoin (EL) ASGN Incorporated (ASGN) Accenture (ACN) Workday Inc (WDAY) Cream (CRM)

Top Social Posts #


Top posts by engagements in the last XX hours

"The dario prediction about mass unemployment may have been overly alarmist but still a lot of these studies seem to be coming out these days. What strikes me with a company like $RHI though is that for some reason revenue declines seem to reflect some sort of execution issue as well as perhaps pressure on their end markets. Same issue with $TBI and $HQI and $ZIP"
X Link @Fierce__beast 2025-09-01T16:47Z 1649 followers, 1428 engagements

"$PINS could be a decent short before mixboard with IG taking share Seems now even more unlikely to see a growth inflection"
X Link @Fierce__beast 2025-09-25T13:57Z 1649 followers, 1436 engagements

"Lol chatgpt just spits out a great bear thesis on stocks. Here's one for $UDMY: UDMY: a concentrated bear thesis (as of Oct XX 2025) 1) Growth looks stalled not inflecting Latest quarter (Q225) revenue grew just X% YoY to $199.9M; managements FY25 guide of $784$794M implies roughly flat revenue vs. FY24 ($786.6M)hard to support a premium multiple if the top line isnt expanding. SEC+1 The engine thats supposed to carry the storyUdemy Business (UB)isnt accelerating: ARR up only X% YoY to $520M and UB revenue up 7%. Customer count rose just X% YoY to 17107. Thats mature-company growth not a"
X Link @Fierce__beast 2025-10-15T15:01Z 1651 followers, XXX engagements

"@StraightCap_ oh you're long"
X Link @Fierce__beast 2025-10-15T18:09Z 1651 followers, XX engagements

"Some short ideas. Which one looks juiciest: Current Ratio X Debt to equity X X year sales growth negative Sales growth TTM negative $ODP $TDC $blmn $wow $nrc $nwl $thry $hlly $crnc $cook $fosl $xray $cri"
X Link @Fierce__beast 2025-08-28T15:15Z 1649 followers, 4481 engagements

"$goog buying more because X. it might sell TPUs X. it might win as the #1 consumer app vs openai X. it might face less antitrust issues in search and ads now X. it has better data and expertise in ads vs openai X. they have freaking demis hassabis leading their AI initiative X. trades at like 23x 2026 eps X. it might win in enterprise biz vs anthropic. their new coding model might exceed or be close enough to anthropics right now that people switch X. the process trillions of customer tokens via their cloud business X. they're gonna implement some amazing new ad mediums like this shopping"
X Link @Fierce__beast 2025-10-08T16:10Z 1649 followers, 1735 engagements

"I've been short $CBZ which seems to have had some problems before but this seems like the ideal company for much its value to largely be commoditized by AI"
X Link @Fierce__beast 2025-09-15T16:57Z 1650 followers, XXX engagements

"focus is on $COTY today. an long now after being short. I think there is at least XX% upside on a conservative estimate of the multiple they get on the color cosmetics/brazil business sales and using proceeds to pay down debt i think a multiple revision to 1.8x ev/s is fair. $EL trades for over 2.5x. currently $coty is at 1.3x ev/s just preliminary work still doing analysis but yes it looks interesting finally"
X Link @Fierce__beast 2025-09-30T16:01Z 1650 followers, 2745 engagements

"I guess my previous PT for $MPWR of 922/sh needs to be upped a little given the certainty around them being in $NVDA next gen chips and the Enterprise Data segment not being down as much as expected. Anyone follow me into this one Operator owner AI beneficiary that not many people seem to have thought about. But a great LT track record of share gains margin expansion and a bright future in robotics perhaps as well as insane needs for power in next gen chips which might require a lot more content/chip for what MPWR provides"
X Link @Fierce__beast 2025-10-15T14:57Z 1651 followers, XXX engagements

"part of the short case for $RHI $TBI $HQI "Artificial intelligence is already starting to take a "disproportionate" bite out of entry-level job opportunities in certain fields according to a paper from Stanford researchers published this week. Analyzing ADP data the study found a XX% employment decline for workers aged 22-25 in jobs deemed "most exposed" to AI like software development and accounting. More experienced workers in those same fields saw little disruption. The study also noted far less disruption in occupations where AI is used to augment work versus those where it is used to"
X Link @Fierce__beast 2025-08-29T12:43Z 1649 followers, 4948 engagements

"lot's of staffing IT hours are getting decimated. $RHI or $ASGN are good examples of this. $ACN too. $KFRC is an IT specialist"
X Link @Fierce__beast 2025-07-29T16:02Z 1649 followers, XXX engagements

"how about $wday"
X Link @Fierce__beast 2025-10-01T11:11Z 1651 followers, 1114 engagements

"Robots ASIC power -- $MPWR"
X Link @Fierce__beast 2025-09-18T23:20Z 1651 followers, 1288 engagements

"$mpwr seems to be holding on $NVDA share"
X Link @Fierce__beast 2025-10-01T03:59Z 1651 followers, 1029 engagements