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@FragmentsValue FRAGMENTS ValueFRAGMENTS Value posts on X about $nvda, $qqq, $msft, $amzn the most. They currently have XXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.
Social category influence stocks XX% technology brands XX% finance XX% automotive brands XX% cryptocurrencies XX% agencies #245 exchanges X% countries X% travel destinations X%
Social topic influence $nvda #2149, $qqq #337, $msft #208, $amzn #293, $aapl #235, $tsla #553, $amd #249, $nflx #280, $meta #312, meta XX%
Top accounts mentioned or mentioned by @fragmentsvaluenotec165031718r1fqo4l
Top assets mentioned NVIDIA Corp. (NVDA) Microsoft Corp. (MSFT) Amazon.com, Inc. (AMZN) Apple, Inc. (AAPL) Tesla, Inc. (TSLA) Advanced Micro Devices (AMD) Netflix Inc (NFLX) Metadium (META) Smartshare (SSP) Brookfield Asset Management Inc (BAM) Alphabet Inc Class A (GOOGL) PayPal Holdings Inc (PYPL) SPDR GOLD ETF (GLD) TEGNA Inc. (TGNA) Brookfield Corporation (BN) SPDR S&P XXX ETF Trust (SPY) Super Micro Computer, Inc. Common Stock (SMCI) Roku, Inc. (ROKU) Warner Bros Discovery, Inc. (WBD) Kohl's Corporation (KSS) Walmart, Inc. (WMT) Alibaba Group (BABA) Intel Corporation (INTC) Sirius XM Holdings Inc (SIRI) Broadcom, Inc. (AVGO) Charter Communications Inc (CHTR) DisChain (DIS) Spotify Technology (SPOT) Comcast Corporation (CMCSA) Paramount Global (PARA) Interpublic Group of Companies Inc (IPG) Omnicom Group Inc. (OMC) Ambac Financial Group, Inc. (AMBC) Dayforce, Inc. (DAY) BILL THE BEAR (BILL) DoubleVerify Holdings, Inc. (DV) Clearway Energy, Inc. Class C Common Stock (CWEN) Brookfield Renewable Partners L.P. (BEP) Palantir (PLTR) Mario Coin (COIN) Block, Inc. (SQ) DAOLaunch (DAL) United Airlines Holdings, Inc. (UAL) American Airlines Group Inc (AAL) Southwest Airlines Co (LUV) JPMorgan Chase (JPM) Exxon Mobil (XOM) Convex Finance (CVX) UnitedHealth Group (UNH) Molson Coors Beverage Co Class B (TAP) NextDecade Corporation Common Stock (NEXT) Carnomaly (CARR) Innova (INN) AT&T Inc. (T) Verizon Communications Inc. (VZ) Toko Token (TKO) News Corp Class A (NWSA) Roblox, Corp. (RBLX) ShapeShift FOX Token (FOX) Fox Corp. Class A (FOXA)
Top posts by engagements in the last XX hours
"π¨You get ONE shot at this window. Tomorrow 08:01 ET we drop the Deep Value Watchlist: XX tickers catalysts and the exact line where we walk if they crack. Were talking $GTN / $PKST / $ONL / $TAP / priced-like-trash-but-still-breathing names Sam Zell wouldve circled in red. π¦ Read it before everyone pretends they saw it coming. π $QQQ $GLD $TGNA $SSP $BN $BAM $TSLA $NVDA $AAPL $AMZN $MSFT $PYPL $BABA $AMD $GOOGL $NFLX $INTC $UNH $COIN $SHOP"
X Link 2025-11-03T01:03Z XXX followers, XXX engagements
"Blackstone isnt just a PE fund. Its the plumbing of modern finance warehouses student housing data centers insurance capital and slices of household debt. In this CEO Series we look at how Stephen Schwarzman and Jonathan Gray turned fees + float into a compounding machine by using cycles (not stories) and building a firm that sells capital certainty and solutions not just deals. FRAGMENTS CEO Series Blackstone HERE: $BX $BXSL $BXMT $KKR $APO $CG $ARES $BAM $BN $BLK $GTN $SSP $NXST $TGNA $SBGI $IHRT $PARA $FOX $ASIX $QQQ $KSS $WMT $SSP $BN $BAM $TSLA $NVDA $AAPL $AMZN $MSFT $PYPL $BABA $GOOGL"
X Link 2025-11-27T20:28Z XXX followers, XX engagements
"πΊ New FRAGMENTS drop. Everyone is staring at AI charts. Almost nobody is reading the receipts: π Clearfields letter turning a fibre boom hangover into GAAP profit π Dalio / Marks / Burry on bubbles & credit π§Ύ Fresh Form X buys in $CARR and $NEXT This is WHAT THEY WROTE SAID & BOUGHT THIS WEEK. Read the behaviour not the headlines. π $SPY $QQQ $IWM $SMCI $PLTR $SOFI $COIN $BTC $ETH $MARA"
X Link 2025-11-29T16:31Z XXX followers, XXX engagements
"π‘ Dead radio hated hotels scarred regional banks. This morning 8:00 ET FRAGMENTS Deep Value Watchlist December. X tickers visible ( $SIRI $INN $EGBN) X locked for PLUS. Peter Cundill would start where the obituaries are written. Buffett is a large shareholder $SIRI π Free slice here: $AAPL $MSFT $GOOGL $AMZN $META $NVDA $TSLA $AMD $AVGO $NFLX"
X Link 2025-12-01T12:52Z XXX followers, XXX engagements
"Deep Value Report AMC Networks Inc $AMCX Everyone is refreshing the big streamers while a XX% FCF yield sits in plain sight. New report just dropped. π¬π $AMCX $NFLX $DIS $WBD $PARA $CMCSA $ROKU $LGF.B $CHTR $RBLX $SPOT $IPG $OMC $FOX $FOXA $TKO $T $VZ $SONY $NWSA"
X Link 2025-12-05T11:33Z XXX followers, XXX engagements
"DEEP VALUE REPORT OCTAVE SPECIALTY GROUP ( $OSG ) (ex- $AMBC) Updated When the CEO the chairman Michael Price and deep-value shops like Tontine Third Avenue and Repertoire are all writing 6-figure checks into the same name You can ignore the story but remember: they have more to lose than we do as small investors. Deep dive on $OSG (ex-$AMBC) HERE: π§±π $MTG $RDNR $AGO $NMIH $EIG $STC $TIPT $ITIC $QQQ $NVDA $TSLA"
X Link 2025-12-04T14:43Z XXX followers, XXX engagements
"Boards arming pills in $SSP $GNK $NB $GROY $IMMR while specialists quietly reload $DAY $BILL $DV. If you only watch $SPY and $QQQ youre missing the control tape. βπ‘ HERE: #PoisonPill #SEC #ControlValue #investing"
X Link 2025-12-09T00:11Z XXX followers, XXX engagements
"β‘DEEP VALUE REPORT XPLR Infrastructure( $XIFR ) AI tickers rip β‘ while the grid quietly tightens. Our new $XIFR deep dive maps what happens when repowers + CEPF cleanup meet data-center demand. #DeepValue #Infrastructure $NVDA $GOOGL $META $ORCL $CRM $AMD $SMCI $EQIX $DLR $CNP $ETR $PCG $AES $EXC $BEP $CWEN $AY"
X Link 2025-12-09T16:31Z XXX followers, XXX engagements
"π DAILY PLUS is live. Operator tape today: finish the work post the receipts. Inside: Decision Line (2 numbers sizing) Watchlist Impact (5 names each with one dated proof next) Ticker-in-Focus: $AOUT Druckenmiller interview Andy Grove playbook Sam Zell quiet tape move. π Here: $QQQ $PKST $TSLA $NVDA $AAPL $AMZN $META $MSFT $PLTR $AMD $NFLX $GOOGL $UNH $BABA $PYPL $INTC $MU $WBD $SQ $COIN $ROKU $GME $GLD"
X Link 2025-11-12T10:03Z XXX followers, XX engagements
"Operator rule of the day: Shipping cash refunds by the close keep size; else cut and repair. Ticker-in-Focus $AOUT (holiday): watch turns and DIO. Start with Amanda Blancs capital-allocation segment (NBIM). Afternoon boards update inside. π HERE: $AOUT $KSS $WMT $QQQ $GLD $TGNA $SSP $BN $BAM $TSLA $NVDA $AAPL $AMZN $MSFT $PYPL $BABA $AMD $GOOGL $NFLX $INTC $UNH $COIN $SHOP $OIL"
X Link 2025-11-13T13:03Z XXX followers, XX engagements
"Deep Value Report American Outdoor Brands $AOUT is live. Everyone talks outdoor slowdown. We ran the math. $AOUTs mix + DTC can lift GM to the Decision Line; hidden assets add $2.5$6.0/sh cushion. Buybacks authorized. If receipts hit twice multiple moves first. π§Ύ HERE: $AOUT $OIL $KSS $WMT $QQQ $GLD $TGNA $SSP $BN $BAM $TSLA $NVDA $AAPL $AMZN $MSFT $PYPL $BABA $AMD $GOOGL $NFLX $INTC $UNH $COIN $SHOP"
X Link 2025-11-14T16:47Z XXX followers, XX engagements
"This week we line up shareholder letters media tells (Buffett / Howard Marks / Druckenmiller) and Form X insider buys. Who actually wrote checks $PENN $NCLH $OHI $LSCC $OPEN XXX% free first edition read now β $ABNB $ROKU $COIN $SQ $MNDY $PENN $NCLH $OHI $LSCC $OPEN $HHH $BX $NVDA $SMCI $AVGO $DKNG $CCL $RCL $PYPL $BRK.B $QQQ"
X Link 2025-11-15T12:56Z XXX followers, XXX engagements
"While everyone quotes GDP and the Fed we went to the docks. The Silent Macro Signals Part I: When ships go quiet before economists do. Maersk $FDX $UPS $DANONE the slowdown starts at the waterline. $QQQ $AOUT $OIL $KSS $WMT $GLD $SSP $BN $BAM $TSLA $NVDA $AAPL $AMZN $MSFT $PYPL $BABA $AMD $GOOGL"
X Link 2025-12-03T00:57Z XXX followers, XXX engagements
"READ THE ECONOMY What 13D 13G and Poison Pills Are Whispering Right Now π‘ While everyone is arguing about soft vs hard landing the real tape is in the filings. Fresh 13D 13G & poison pills in names like $CTIRI $OMI $MNRO $GROY are screaming where control value is moving not CNBC. New FRAGMENTS: READ THE ECONOMY What 13D 13G and Poison Pills Are Whispering Right Now: $AAPL $MSFT $NVDA $TSLA $META $AMZN $GOOGL $AMD $AVGO $SMCI $ARM $PLTR $SHOP $NFLX $UBER $SQ $COIN $BTC"
X Link 2025-12-03T11:28Z XXX followers, XXX engagements
"Deep Value Report AMC Networks Inc $AMCX Buffett/Klarman lens on media = cash debt salvage. AMCX screens like the orphan in the group XX% FCF yield with real assets behind it. $AMCX $LGF.B $PARA $WBD $IPG $OMC $CMCSA $DIS $NFLX $ROKU $RUM $SPOT $CHTR $NXST $GTN $BALY $IHRT $TGNA $SIRI $LYV"
X Link 2025-12-05T13:02Z XXX followers, XXX engagements
"β From ruin to revival and maybe back to turbulence. Our full case study on #AirCanada how culture can be the hidden asset or the hidden liability. π Read here: $AC.TO $DAL $UAL $AAL $LUV $AF.PA $RYAAY $BA.L $GE $SPR $QQQ $SPY $TSX"
X Link 2025-10-03T16:05Z XXX followers, XXX engagements
"β Back to Canada Ben Smith built dtente in Paris. Air Canada now faces its own cultural cracks. The cycle might loop back to Montreal. Full deep-value report π #Aircanada $AC.TO $SNCY $ALGT $CPA $JPM $BAC $NVDA $TSLA $AAPL $MSFT $QQQ $SMCI $AMD $GOOG $META $SPY $VIX $ETH $XOM $CVX $DAL $UAL $AAL $LUV"
X Link 2025-10-17T18:01Z XXX followers, XXX engagements
"Masayoshi Son saw a $47B dream. Buffett wouldve waited. Cundill wouldve smiled. Zell wouldve bid $XXXX on the dollar. The trap wasnt WeWork. It was human nature. π§ Investor Traps Episode 1: The Sunk Cost Mirage π Read $CABO $XOM $CVX $ASTL $UFI $CVE $X $JPM $QQQ $TD $NVDA $AAPL $MSFT $TSLA $AMZN $META $CNC $UNH $ONL"
X Link 2025-10-29T12:01Z XXX followers, XXX engagements
"DAILY PLUS is live π§ Watchlist Impact: straight cause/effect with one single proof next for each name. Example: $ONL (lease/8-K window) and $AMCX (carriage headline) +3 more inside. No vibes just receipts. π Join 100+ readers here: $QQQ $PKST $TSLA $NVDA $AAPL $AMZN $META $MSFT $PLTR $AMD $NFLX $GOOGL $UNH $BABA $PYPL $INTC $MU $WBD $SQ $COIN $ROKU $GME $GLD"
X Link 2025-11-12T16:17Z XXX followers, XXX engagements
"DEEP VALUE REPORT OCTAVE SPECIALTY GROUP ( $OSG ) (ex- $AMBC) Updated Specialty platforms like $RYAN and $BRO trade at XX book. $OSG Cleaned up the ghost of Ambac A- rated carrier + MGA platform + health benefits leg Still stuck around XXX book In today's Deep Value Report I break down Bear / Base and Bull cases. If you like mispricings Cundill Marks or Zell would read twice this ones for you. ππ HERE: $QQQ $NVDA $TSLA $CB $HIG $WRB $ALL $RE $RGA $PGR $AIZ $TRV $CNA $HCI"
X Link 2025-12-05T00:03Z XXX followers, XX engagements
"Buffett Icahn Singer all watch the same thing: who wants control at this price Our new READ THE ECONOMY decodes the weeks filings across $NCPL $NDLS $UNF $UTI $KNOP plus passive flows in $DAY $BILL $DV $EU. Not meme stocks. Control value. HERE: #activism #DeepValue #13D #13G $QQQ $NFLX"
X Link 2025-12-08T17:33Z XXX followers, XXX engagements
"π¬ New FRAGMENTS Fund Manager Series Inside the mindset of Richard Pzena: the guy who kept saying value while everyone else rebranded to quality and compounders. If you think value is dead you might want to read this before the next cycle π HERE: #FRAGMENTS #FundManagerSeries #RichardPzena #ValueInvesting #DeepValue #Stocks #Fintwit $AAPL $MSFT $NVDA $AMZN $META $GOOGL $TSLA $BRK.B $XIFR $SIRI $PKST $OSG $ASTL $MERC $CLW $LAND $AFCG $GTN"
X Link 2025-12-09T00:03Z XXX followers, XX engagements
"π¬ New FRAGMENTS Fund Manager Series Richard Pzena the quiet backbone of real value investing. No factor cosplay no quality marketing spin; just earnings cycles and the courage to look wrong before being right. Operators will love this one. HERE: #FRAGMENTS #DeepValue #ValueInvesting #Pzena #HedgeFunds #AssetManagement #Fintwit $AAPL $MSFT $NVDA $AMZN $META $GOOGL $TSLA $BRK.B $XIFR $SIRI $PKST $OSG $ASTL $MERC $CLW $LAND $AFCG $GTN"
X Link 2025-12-09T01:47Z XXX followers, XX engagements
"β‘DEEP VALUE REPORT XPLR Infrastructure( $XIFR ) New Q3 on $XIFR: busted-yieldco price for a 10GW contracted fleet in a power-short world. Think Brookfield/Apollo style clean-up but public. #DeepValue #ValueInvesting $NEE $BEP $CWEN $AY $BAM $BIP $DUK $SO $ENB $TRP $FTS $AQN $NEP $TSLA $NVDA $MSFT $AMZN"
X Link 2025-12-09T12:03Z XXX followers, XX engagements
"π¨ ANTI DEEP VALUE REPORT $NVDA π₯ Everyone calls it the AI shovel. We call it the Anti Deep Value playbook. Peak-cycle cash flows. No asset floor. Crowd all-in. What Peter Cundill Michael Burry & Howard Marks would actually see here Read the full Article: π§ π #AI #DeepValue #Investing #NVIDIA #Markets #Fragments $NVDA $AMD $INTC $TSLA $MSFT $GOOG $META $AMZN $CRM $AAPL $AVGO $TSM $SMCI $QCOM $ORCL $MU $BABA $ADBE $NFLX"
X Link 2025-12-10T12:03Z XXX followers, XX engagements