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@MinotaurStocks Avatar @MinotaurStocks The Minotaur

The Minotaur posts on X about $ttd, abs, $cvna, $cmtl the most. They currently have XXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.

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Social category influence stocks technology brands countries cryptocurrencies

Social topic influence $ttd #10, abs, $cvna, $cmtl, $allt #2, $amzn, teradata #6, $tdcs #1, $snow #44, databricks #44

Top assets mentioned Trade Desk, Inc. (TTD) Carvana Co. (CVNA) Amazon.com, Inc. (AMZN) Snowflake, Inc. (SNOW) F5 Inc (FFIV) Jefferies Financial Group Inc. (JEF) Axon Enterprise, Inc. (AXON) Netflix Inc (NFLX) Spotify Technology (SPOT) Roku, Inc. (ROKU) DisChain (DIS) Alphabet Inc Class A (GOOGL) Hundred Million (100M) CarMax, Inc (KMX) Hertz Network (HTZ) TERADATA CORPORATION (TDC) OKZOO (AIOT) Trimble Inc (TRMB) Apollo Global Management, Inc. (APO)

Top Social Posts #

Top posts by engagements in the last XX hours

"$FFIV reported very strong product bookings from service providers in Q2. Telcos are showing more willingness to refresh their infrastructure which aligns well with $ALLT's Tera III and Sandvine replacement cycle"
X Link @MinotaurStocks 2025-07-30T22:35Z XXX followers, XXX engagements

"@SilbergleitJr Granting frictionless credit with nearly universal approval (per Hindenburg) on a big ticket item has obvious appeal for subprime borrowers and has fueled $CVNA's growth. Question is how the model will hold up in a true recession and whether ABS appetite wanes post Tricolor"
X Link @MinotaurStocks 2025-10-03T00:03Z XXX followers, XXX engagements

"$TTD has made some big announcements lately with OpenAds and Audience Unlimited.but it is harder to bet on Jeff Green's execution post-Kokai. This excerpt from the Amended class action Complaint is far from the most damaging but sheds some light on the corporate governance"
X Link @MinotaurStocks 2025-10-12T02:58Z XXX followers, 1239 engagements

"Interesting that this $CVNA / Auto ABS counter-bear account popped up on 10/1 the same day of the $JEF upgrade. Latham has repped $CVNA in securities litigation. The account is belligerent and stylistically mirrors another account. Thoughts @UnicusResearch @RealJimChanos"
X Link @MinotaurStocks 2025-10-09T22:50Z XXX followers, XXX engagements

"@InvestSpecial The strategic value of Satcom / A&D plays like $CMTL is only growing = likely PE interest. Turnaround is progressing and latest XXX biz comp = Prepared AI ( $AXON buy for 20x ARR). Kuiper / mPower / DOD projects can ramp for real revenue in 2026 for S&S"
X Link @MinotaurStocks 2025-10-11T22:59Z XXX followers, XXX engagements

"The senior leaders of $CVNA loan servicer Bridgecrest seem to be 10+ years tenured in the Drivetime complex. Grant Thornton and $CVNA audit committee independence could be rationally questioned given the ripe-for-conflicts situation. Why no fresh blood / rotation"
X Link @MinotaurStocks 2025-10-03T22:01Z XXX followers, XXX engagements

"Nice to see another positive callout of the $ALLT-powered "Guardian Network" at Taiwan FET from today's September revenue release. We believe APAC will be a region of significant new deal activity for $ALLT both in DNI and SECaaS in 2026"
X Link @MinotaurStocks 2025-10-13T09:38Z XXX followers, XXX engagements

"The setup at $TTD feels eerily similar to Rubicon in 2017 when a business model built on unsustainably high fees faced its reckoning with mounting competition. With a lack of differentiated supply entering 2026 (no more $NFLX $SPOT $DIS or $ROKU preferred partnerships) no 1P data or O&O inventory and $AMZN forcing the take rate discussion to the fore (with Yahoo and $GOOG also cutting take rates) $TTD is in a vulnerable position. While we respect and understand bulls views on a stock that has done very well over the years we are still bearish at $50"
X Link @MinotaurStocks 2025-10-12T02:58Z XXX followers, XXX engagements

"@bigleifs @InvestSpecial Kuiper is still in early early innings so best guess there is significant revenue upside ahead for both $CMTL and $GILT now that the satellite launches have accelerated (ground stations to follow). Possibly tens of millions up to $100m / year depending on vendor share"
X Link @MinotaurStocks 2025-10-13T07:48Z XXX followers, XXX engagements

"$TTD - Desperate times call for desperate measures Sure feels that way for now"
X Link @MinotaurStocks 2025-10-15T03:40Z XXX followers, 1015 engagements

"$CVNA bulls might not worry about Tricolor or First Brands $KMX earnings $AMZN and $HTZ competition deteriorating ABS markets EV subsidy expiration or the SEC investigation. But this Jefferies upgrade now that should be worrisome"
X Link @MinotaurStocks 2025-10-01T07:47Z XXX followers, 4081 engagements

"We really enjoyed @adamheimlich and @HatesAdtech's Friday interview of JG. One great question: "why not launch OpenAds with publisher partners lined up" Jeff said they are in "show me" mode esssentially. Next week's Prebid summit should be interesting and pivotal for $TTD"
X Link @MinotaurStocks 2025-10-12T02:58Z XXX followers, XXX engagements

"$TDC strong on real volume today as their @Teradata Possible user conference begins. A return to sustainable ARR growth combined with increased operating leverage in 2026 would usher in a rerating. We believe Lynrock's 13-D filing has increased odds of success here"
X Link @MinotaurStocks 2025-10-06T19:13Z XXX followers, XXX engagements

"$VZ's new CEO Dan Schulman brings extensive digital services networking and consumer cybersecurity experience. His background is a great fit for expanding $VZ's network native cybersecurity partnership with $ALLT into additional markets like consumer fixed / mobile"
X Link @MinotaurStocks 2025-10-06T14:40Z XXX followers, 1322 engagements

"Solid FQ1 and nice pipeline metrics for $AIOT amidst a turbulent macro. Raise low end of revenue guide and maintain EBITDA. Now trading at 2x EV/R and 6X forward EBITDA with elevated SI of 13%. Could be a mini $TRMB in the making and tough to see what bears play for here"
X Link @MinotaurStocks 2025-08-11T12:24Z XXX followers, 2063 engagements

"@JulianKlymochko @Roshan_Gudapati Market on $APO should be a pretty savvy crowd no So maybe First Brands was a hedge but their troubled long exposure dwarfs size of the short profits Just pulled up the chart though down XX% in X weeks is something"
X Link @MinotaurStocks 2025-10-04T21:11Z XXX followers, XXX engagements

"The market overlooked a 13-D Filing from $TDC's XXX% holder Lynrock Lake Friday. Despite delivering better price / query for "power users" Teradata has lost share to $SNOW and Databricks. At 10x EPS we see opportunity if Lynrock gets on the Board:"
X Link @MinotaurStocks 2025-03-24T17:17Z XXX followers, 1647 engagements