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@RoguishDavis SurlyReflections
SurlyReflections posts on X about imo, wld, $eat, $grpn the most. They currently have XXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.
Engagements: XXX #
- X Week XXXXXX +15%
- X Month XXXXXX +204%
- X Months XXXXXX +827%
Mentions: XX #
- X Week XXX -XX%
- X Month XXX +95%
- X Months XXX +487%
Followers: XXX #
- X Week XXX +7.10%
- X Month XXX +53%
- X Months XXX +72%
CreatorRank: XXXXXXXXX #
Social Influence #
Social category influence stocks XXXXX% finance XXX% cryptocurrencies XXXX% technology brands XXXX% automotive brands XXXX% currencies XXXX% celebrities XXXX%
Social topic influence imo 4.11%, wld 2.53%, $eat 1.27%, $grpn 0.95%, lvl 0.95%, dawg 0.95%, happened 0.95%, $bah 0.95%, headed 0.63%, $rsg XXXX%
Top accounts mentioned or mentioned by @15minofpham @jimmckay132 @elonmusk @lazereater @tradingsunset @investryanh @calvinfroedge @annaeconomist @mikezaccardi @jimcramer @tesla @realdonaldtrump @newsquawk @goldmansachs @erinburnett @trendspider @lexiehulll @wnba @wallstreetmav @santiagoaufund
Top assets mentioned Brinker International, Inc. (EAT) Booz Allen Hamilton Holding, Corp. (BAH) Republic Services, Inc. (RSG) Adient plc Ordinary Shares (ADNT) Casey's General Stores, Inc. (CASY) PAC Protocol (PAC) Integral Ad Science Holding Corp. Common Stock (IAS) Biogen Inc (BIIB) Deckers Outdoor, Corp. (DECK) Comfort Systems USA, Inc. (FIX) Globe Life Inc (GL) Janux Therapeutics, Inc. Common Stock (JANX) CENTURY COMMUNITIES, INC. (CCS) Waves Enterprise (WEST) Mohawk Industries, Inc. (MHK) Caesars Entertainment, Inc. (CZR) Icahn Enterprises L.P (IEP) Harley-Davidson, Inc. (HOG) Tesla, Inc. (TSLA) DuPont de Nemours Inc (DD) Shakita Inu (SHAK) Novartis AG (NVS) Zoetis Inc (ZTS) GSK plc (GSK) Synthetify (SNY) BABB (BAX) GE HealthCare Technologies Inc. Common Stock (GEHC) Bruker, Corp. (BRKR) GLOBUS MEDICAL INC (GMED) 10x Genomics, Inc. Class A Common Stock (TXG) Semler Scientific, Inc. (SMLR) Minted (MTD) Thermo Fisher Scientific Inc. (TMO) PROCEPT BioRobotics Corporation Common Stock (PRCT) Wat (WAT) TransMedics Group, Inc. Common Stock (TMDX) Stevanato Group S.p.A. (STVN) Beldex (BDX) Cooper Companies, Inc. (COO) Alkermes Inc. plc (ALKS) Merck & Co., Inc. (MRK) Pfizer, Inc. (PFE) Moderna Inc (MRNA) Perrigo Company PLC (PRGO) AstraZeneca PLC (AZN) Allegro MicroSystems, Inc. Common Stock (ALGM) SM Energy Company (SM) Edison International (EIX) IES Holdings, Inc. Common Stock (IESC)
Top Social Posts #
Top posts by engagements in the last XX hours
"$FIX reports on 7-24. I think this is headed back to much lower levels. Inclined to short this right here. Declines have been steep and fast previously. Where is the opposite is not true; and no one can gamma fake it / manipulate it either"
@RoguishDavis on X 2025-07-22 19:01:19 UTC XXX followers, XXX engagements
"w/ economy slowing inflation above policy target w/ tariff headwinds $GL is one of those low beta defensive names ppl hide in. I'd be most inclined to write strangles; but mkt depth won't allow for anyone to do so. it's just going to sit right here for the remainder of the yr" @RoguishDavis on X 2025-07-05 20:17:52 UTC XXX followers, XXX engagements
"Buyers stepping in on $JANX . dunno call the Street check if you want to be in biotech and if so how" @RoguishDavis on X 2025-07-14 17:38:08 UTC XXX followers, XXX engagements
"$RSG obscene valuation . but never seems to go down; a lot of lg co's with 30x valuations . that I wouldn't touch north of 20x" @RoguishDavis on X 2025-06-07 12:51:52 UTC XXX followers, XX engagements
"$CCS great entry; great price; lotta FHA biz including originating and selling those loans; shld have another name or two on the sellside. Trading a steep discount to book. GoodtoGo imo" @RoguishDavis on X 2025-06-30 18:46:55 UTC XXX followers, XX engagements
"$WEST not enough time to spend on the cap structure atm; but necessary to do in order to understand what the equity is worth" @RoguishDavis on X 2025-07-07 19:30:37 UTC XXX followers, XX engagements
"$AIV in good hell is this $525M asset sale = your $XXXX special dividend. Book Value is less than $X per share Check them out preCovid. is that much more realistic What the f' is this b/s" @RoguishDavis on X 2025-07-22 18:28:48 UTC XXX followers, XX engagements
"Whatever f'stick is buying regional banks you really need a better trader . sloppy bro. $FSBW $MPB $PCB $RRBI $FMAO $GNTY $HIFS" @RoguishDavis on X 2025-07-06 11:27:44 UTC XXX followers, XXX engagements
"$MHK I think it will be tough for them to hit their #s but not willing to speculate . or take a strong paper or cash position into earnings here" @RoguishDavis on X 2025-07-23 20:45:32 UTC XXX followers, XX engagements
"$GRPN we flagged this last week; getting ready to take out the 20dMA" @RoguishDavis on X 2025-06-30 18:50:30 UTC XXX followers, XXX engagements
"@AnnaEconomist Probably same / similar trends as last time; which req'd parsing (gov/corp). also weren't all these gov layoff quasi golden parachute like won't the axe really fall once the window closes and layoffs come in 4q/1q26 . let's pray for massive fat cutting $$$ saving" @RoguishDavis on X 2025-07-22 23:00:16 UTC XXX followers, 1274 engagements
"$ADNT in some respects certain perfect technical set-up short. for me will find footing Apr Street brought #s down here; just as likely perhaps likely to only pullback slightly +consolidate. B/C the Apr Tariff Tantrum Tariff%%% than current p rxn shld be less extreme" @RoguishDavis on X 2025-07-19 10:17:30 UTC XXX followers, XX engagements
"@MikeZaccardi $IEP w/ a decent size $CZR position; JPM w/ a P/T bump to XX this week" @RoguishDavis on X 2025-07-24 23:19:36 UTC XXX followers, XXX engagements
"Still a yes on $BNED from me (for me); really looking fwd to the call" @RoguishDavis on X 2025-07-17 11:02:25 UTC XXX followers, XXX engagements
". and by example even though a great technical short $ADNT I would (am) keep "chopping wood" . looking for even better opportunities" @RoguishDavis on X 2025-07-19 10:20:07 UTC XXX followers, XX engagements
"$CASY GS @ XXX. feels much better than this. INSIDERS SELLING UP HERE WOULDN'T YOU you want to baghold for the C-Suite" @RoguishDavis on X 2025-07-06 23:02:38 UTC XXX followers, XXX engagements
"$PAC remember when this used to trade @ 15x" @RoguishDavis on X 2025-06-23 18:24:51 UTC XXX followers, XXX engagements
"$IAS is coiled; poised to recapture some upside imo" @RoguishDavis on X 2025-06-15 10:34:19 UTC XXX followers, XXX engagements
"$DD is selling off here at overbought levels. Flagged for better entry" @RoguishDavis on X 2025-07-24 19:28:02 UTC XXX followers, XX engagements
"$CASY wld some make a real gd dmn ops mkt in this name . GS will be RIGHT here. 30x WAY TOO MUCH . (imho was I shouting did I shout sorry not sorry)" @RoguishDavis on X 2025-07-19 10:53:32 UTC XXX followers, XX engagements
"HCare sold off enough here today; you have to wonder if some sort of news leaked re tariffs / targeting of these companies. $BRKR $GMED $TXG $SMLR $GEHC $MTD $TMO $PRCT $WAT $A $TMDX $STVN $BDX $COO $BAX $ALKS $MRK $SNY $GSK $PFE $ZTS $MRNA $NVS $PRGO $AZN maybe es possible" @RoguishDavis on X 2025-07-21 22:13:40 UTC XXX followers, XXX engagements
"$LX ppl don't seem to be convinced. Channeling down here. On the surface looks like technically driven. something to keep an eye on. not keen to short something at 6x" @RoguishDavis on X 2025-07-19 00:03:56 UTC XXX followers, XX engagements
"$ALGM . not sure what to think here; Street rally bumped their P/Ts ahead of earnings next week. but what if it unfolds like 2q24 someone is flying XX calendars . this will be interesting" @RoguishDavis on X 2025-07-25 18:53:28 UTC XXX followers, XX engagements
"$SM up over X% since we flagged this Jun28'25 . we still like this here; reports next week . AugReg BullCalls and even yolos look interesting shld recapture 2H24 lows imo (maybe even the 24/25 highs) . limited downside imo. r u ridin' w/ TeamRoguishDavis" @RoguishDavis on X 2025-07-24 13:29:31 UTC XXX followers, XX engagements
"-- very rarely bullish on Ute names . here $EIX looks like a very good price and entry 1/4 size. Tax loss sales will likely hold this down most of the 2H . buying for yield value and for eventual '26/'27 price appreciation where one can sell/trim" @RoguishDavis on X 2025-07-23 10:28:22 UTC XXX followers, XXX engagements
"$IESC I see little to no upside here; this overvalued" @RoguishDavis on X 2025-07-22 12:26:03 UTC XXX followers, XXX engagements
"$LU we do not know yet do we but we are maybe little worried. EY Ming new auditors" @RoguishDavis on X 2025-07-05 19:22:17 UTC XXX followers, XX engagements
"$ODD GS doesn't like this and co-founder / CEO huge 5.5m share block trade in May'25 doesn't feelz so great to me" @RoguishDavis on X 2025-07-08 21:45:26 UTC XXX followers, XXX engagements
"$SEZL and just like that. ppl did in fact buy support . we right (again)" @RoguishDavis on X 2025-07-19 22:44:30 UTC XXX followers, XX engagements
"$SBS did not catch the '24 "privatization"; and cannot believe the operating metric improvement: the type P/E folk dream of. Cash Cow. Moatish. Growth seems like they have a lot of rural country they can expand to Street @ USD24 here" @RoguishDavis on X 2025-07-20 08:40:08 UTC XXX followers, XX engagements
"$EAT . it is happening. The Market is VOTING. Did you flag this are you ridin' with us" @RoguishDavis on X 2025-07-07 17:11:12 UTC XXX followers, XXX engagements
"$ULBI okay all you Candlestick Ninjas: THREE BLACK CROWS (also in early July Ultralife was removed from the FTSE Russell 3000 Microcap Index )" @RoguishDavis on X 2025-07-25 12:46:11 UTC XXX followers, XX engagements
"$BSY looking pretty much fully priced up here imo . surprised to see it bid today. must by all those hollow candles . unlikely to run that much higher if at all imo (for now)" @RoguishDavis on X 2025-06-17 19:54:35 UTC XXX followers, XXX engagements
"$ICL seems fully priced here. Street thinks so too" @RoguishDavis on X 2025-07-12 18:20:56 UTC XXX followers, XX engagements
"$EAT anyone flying Aug 140p Butterfly .@15minofPham sellside PTs under this lvl" @RoguishDavis on X 2025-06-21 14:01:04 UTC XXX followers, XXX engagements
"$EAT you ridin w/ RoguishDavis . their weak sauce is our alpha. lap it up. dawg" @RoguishDavis on X 2025-07-10 19:49:23 UTC XXX followers, XXX engagements
"Last summer was just an absolute disaster for $FROG . growth is steady; but so is dilution and stock based comp . margins suck. Lot of open 55c . so I'm inclined to just watch here" @RoguishDavis on X 2025-07-26 13:42:43 UTC XXX followers, X engagements
"$PAC we are still of the opinion that this is overvalued and headed lower" @RoguishDavis on X 2025-07-24 12:46:54 UTC XXX followers, XX engagements
"$PWR Street not too bullish. Earnings Jul31. I'm inclined to lean short here" @RoguishDavis on X 2025-07-23 11:26:49 UTC XXX followers, XX engagements
"$GRPN 2nd test of 20dEMA this time clean through" @RoguishDavis on X 2025-07-11 19:38:53 UTC XXX followers, XXX engagements
"$GLW feels like a lot of buy writes. trash valuation imo tho. next" @RoguishDavis on X 2025-07-23 11:39:24 UTC XXX followers, XXX engagements
"$AON is coiled. They really sh&t the bed last qtr imo. Paltry XXXX% div yield and share dilution it's a pass from me. No reason to own this at this price imo" @RoguishDavis on X 2025-07-23 21:12:13 UTC XXX followers, XX engagements
"$GRPN we flagged this on Jun26'25. about to lose the 50dMA setting up for a 50/20x" @RoguishDavis on X 2025-07-25 19:23:35 UTC XXX followers, XX engagements
"$FIVN is bid here - BUT be careful: Market is really trying to hold $FIVN down; AND they will likely be successful through earnings on 7-31. wait until the dust settles imo . Not sure why the Street soured - call them" @RoguishDavis on X 2025-07-22 22:27:16 UTC XXX followers, XXX engagements
"$IAS faststochs scare off some peeps here. scale . value looks pretty good to me" @RoguishDavis on X 2025-06-11 08:12:14 UTC XXX followers, XX engagements
"$ACN shld be an easy ride to 3hundie looks like it has bottom'd imo" @RoguishDavis on X 2025-07-19 22:39:30 UTC XXX followers, XXX engagements
"$BIIB it's a yes from me 1/4 size to open; really remarkable what has happened here" @RoguishDavis on X 2025-07-20 15:09:24 UTC XXX followers, XXX engagements
"$LEU AugReg 200-160p 10x here. Lot of skip strike put strats to put to use RIGHT HERE RIGHT NOW" @RoguishDavis on X 2025-07-25 19:36:10 UTC XXX followers, XX engagements
"$CCCS JCooper Expansion . 8/20x . unlikely to launch w/o a clear catalyst imo; lot of volume down here and a new base" @RoguishDavis on X 2025-06-19 16:56:26 UTC XXX followers, XXX engagements
"$ASH UBS and JPM say YES it's a yes from me dawg. Add" @RoguishDavis on X 2025-07-24 13:39:15 UTC XXX followers, XX engagements
"$DLR ahead of earnings after the bell tomorrow Jul24'25 we like Aug 165p. This is an absolutely ridiculous valuation - don't be DUMB $$" @RoguishDavis on X 2025-07-23 20:30:17 UTC XXX followers, XXX engagements
"$AMD overhead resistance . we like SepRegs 150/120p 7.5x" @RoguishDavis on X 2025-07-26 22:45:38 UTC XXX followers, XX engagements
"$LU replaced E&Y as auditors; late w/ SEC financials filing. rarely good signs. lot of 3dolla gamma" @RoguishDavis on X 2025-06-28 19:55:55 UTC XXX followers, XX engagements
"All you ninja Candlestick folk; we flagged $BAH on 6/21 . look at it now" @RoguishDavis on X 2025-07-02 18:44:08 UTC XXX followers, XXX engagements
"$DECK we flagged this for you at $XXXXXX. Nice move we are seeing unfold now" @RoguishDavis on X 2025-07-24 20:13:40 UTC XXX followers, XXX engagements
"$CRMT no sellside support; no rev growth; poor margins (but such is the industry generally); your saving grace is you are priced under book - and for that reason alone I wld not short this . BUT . no reason to own this imo" @RoguishDavis on X 2025-07-22 12:36:22 UTC XXX followers, XX engagements
"$GLPI is a rate product NNN; like $NNN (different subsector). No reason to rush in here. Should come in some" @RoguishDavis on X 2025-07-23 20:36:18 UTC XXX followers, XX engagements
"$AVGO we see $1.10-$1.23 2q25e diluted EPS vs Consensus $XXXX. We like SepReg 250/230p 4x here. Also $AVS as a way for short exposure" @RoguishDavis on X 2025-07-26 23:06:16 UTC XXX followers, XX engagements
"@SantiagoAuFund tis the crazy part about these post dotbomb days: the relative fiat devaluation; watch tokenized assets take hold" @RoguishDavis on X 2025-07-22 16:03:00 UTC XXX followers, XXX engagements
"WHO IS EXCITED ABOUT $XRPUSD Vol $XRPI . huh" @RoguishDavis on X 2025-07-18 10:30:49 UTC XXX followers, XX engagements
"$CRK this aged well; we'd be inclined to start very very small 1/4 size to open" @RoguishDavis on X 2025-07-16 23:48:50 UTC XXX followers, XX engagements
"$ABG tough call . leaning bearish myself; Bofa really hit the gas tho. . (who loves this quote/scene)" @RoguishDavis on X 2025-07-05 20:33:08 UTC XXX followers, XXX engagements
"$DRI flagged this (lower) on Jul6 @ XXX now . XXX and falling. X% to TeamRoguishDavis #JustLikeThat (annualize dat k thx.)" @RoguishDavis on X 2025-07-13 12:35:43 UTC XXX followers, XXX engagements
"$CG . $PLTR should buy them RIGHT HERE . at a XX% premium wld that scare the livin' sh*t out of you (it shld) . it's now above sellside targets; and if inclined to play this both ways shld consider waiting for it to become overbought (not quite there as of yet)" @RoguishDavis on X 2025-07-04 11:03:27 UTC XXX followers, XXX engagements
"$CIEN either MS will be right or JPM will be - but they appear to be on two entirely different planes. A prudent PM or Buyside Analyst wld call both - right here ahead of earnings Sep10. I'm inclined to look short myself. #s look tough; but why wld JPM bump their P/T so much" @RoguishDavis on X 2025-07-23 10:47:36 UTC XXX followers, XX engagements
"Jul324 . $ENTG was flashing "JCooper Expansion Break-out" . but then what happened and $IRM see my point sometimes these things work sometimes they don't . we really don't know do we #AnimalSpirits" @RoguishDavis on X 2025-07-03 11:29:40 UTC XXX followers, XX engagements
"$EAT we called an Aug140p butterfly in June . looking pretty good huh" @RoguishDavis on X 2025-07-25 12:49:23 UTC XXX followers, XX engagements
"$THS two days of buying. BCS knocked this this week. For me since slightly in the money here wld probably back off to 1/4 size. Not enough sellside support" @RoguishDavis on X 2025-07-18 11:03:29 UTC XXX followers, XX engagements
"$GDS $SKM indicating GAP DOWN here on 7/7/25 . beholden to Mr. Market (who else)" @RoguishDavis on X 2025-07-07 11:57:36 UTC XXX followers, XX engagements
"$GDS goes REIT/OpCo . flips RE out at nearly 17x EBITDA Win for OpCo . call the street (banked by JPM ML AP MS and UBS) for PF #s" @RoguishDavis on X 2025-07-07 11:55:11 UTC XXX followers, XXX engagements
"$MSTR w/ Cumulative Series A Perpetual Stretch Preferred Stock pricing . when the cover says Joint Book Runners and well that is in actuality A LIE" @RoguishDavis on X 2025-07-26 14:00:22 UTC XXX followers, XX engagements
"$LW RougishDavis does it again FLAGGED Jul8'25 UP XX% INTRADAY. nice. you rollin' w/ TeamRougishDavis . get on board mates" @RoguishDavis on X 2025-07-23 15:56:59 UTC XXX followers, XX engagements
"$SJM another we absolutely f'in nailed for TeamRoguishDavis. Take profits. +10% in 23d is very good" @RoguishDavis on X 2025-07-18 10:50:31 UTC XXX followers, XX engagements
"$DRS I think ppl have finally had enuf. MS @ XX there's just no juice here. no real upside imo. I think the Aug 40p looks interesting here" @RoguishDavis on X 2025-07-21 22:26:05 UTC XXX followers, XX engagements
"@jimmckay132 @Trading_Sunset @InvestRyanH -- I do not know; just my mind wandering; and if I did know; I certainly wouldn't discuss: all those SEC regs and such. Merely a tangential thought as to how richly priced COST equity is; and perhaps think about acquisitions" @RoguishDavis on X 2025-07-26 17:30:05 UTC XXX followers, XX engagements
"$KBH I'd be inclined to buy support; like that the co is supporting the shares; but Street has soured so wait for circa XX and better entry" @RoguishDavis on X 2025-07-14 15:14:59 UTC XXX followers, XX engagements
"$DECK indicating up over XX% in the premarket. WE NAILED this" @RoguishDavis on X 2025-07-25 12:08:10 UTC XXX followers, XX engagements
"all of sudden ppl luvin' on Korean Equities ; okay alright maybe (I have not looked as of yet) . but (even so) you still have to pick and choose. here $KEP absolutely no reason to own a Ute w/ such a small divvy (and many foreign Utes have high Div%)" @RoguishDavis on X 2025-07-19 10:31:27 UTC XXX followers, XX engagements
"$ARMK the value proposition is not there + we see a strong chance that they can not hit their 2q25e EPS consensus; overhead resistance here; path to XX looks like a safer bet than higher" @RoguishDavis on X 2025-07-26 22:50:50 UTC XXX followers, X engagements
"$AMT congrats to the C-suite and literally no one else. X% dividend pfft. next" @RoguishDavis on X 2025-07-15 17:33:09 UTC XXX followers, XX engagements
"$SYM on the surface case of: you priced your product too cheaply: your white paper should have been permanent human displacement back solve for ROI for customer xyz. midteens GM% and $20b order backlog this appears* poorly run. XX% of the float is short. This has TOPPED" @RoguishDavis on X 2025-07-22 12:15:52 UTC XXX followers, XXX engagements
"$QUBT Cantor initiated at XX. . hey has anyone floated a Quantum AI Bitcoin Miner Mining Co hosted in Space for Digital Security . want to be acq by SPAC: just add Space AI Bitcoin Quantum to your Name and B-Plan. Lol" @RoguishDavis on X 2025-07-26 13:48:17 UTC XXX followers, XX engagements
"$KAR shld trade near 1x book and 1-1.2x sales. so abt 1/2 of this price" @RoguishDavis on X 2025-07-26 13:17:43 UTC XXX followers, X engagements
"$POR Barclays and JPM taking turn p*ssing on it. fine price imo; but price may get better; or it may not; not a great entry just yet. flagged for long later" @RoguishDavis on X 2025-07-23 16:21:07 UTC XXX followers, XX engagements
"@Trading_Sunset @InvestRyanH Accretive for them to Buy $TGT here. Even Accretive for them to buy $TGT off a 2009-mid2014 22x P/E . My concern is - and I pray every night for - Mean Multiple Regression back to 20x or under" @RoguishDavis on X 2025-07-26 16:27:08 UTC XXX followers, XXX engagements
"$TXN reports after the bell. We like AugReg 210-200p spd @ 4x here; also SepReg 180p butterflies. Topping. you have 30min to exit" @RoguishDavis on X 2025-07-22 19:28:17 UTC XXX followers, XXX engagements
"$IGSB iShares 1-5yr IGCorp $GSBD GS BDC AssetMgmt $FSK FS KKR AssetMgmt $MFIC MidCap Fin $WDI WAsset $GBDC $OBDC $SLRC $BXSL $MSIF $NOAH $AB $TSLX $APAM $OMF $SDHY $AEG $HSBC . LISTOS" @RoguishDavis on X 2025-06-28 12:18:38 UTC XXX followers, XX engagements
"I see at least a XX% decline over the next 12mo - and so for the very astute; risk taking types (there is no options mkt here to speak) - the question becomes how fast will this fall" @RoguishDavis on X 2025-07-19 10:31:28 UTC XXX followers, XX engagements
"$CMI feels extended here on valuation imo" @RoguishDavis on X 2025-07-24 19:39:56 UTC XXX followers, XX engagements
"$MUR we flagged this on Jun5'25 mid21. now mid26 for a cool +25% that's how it's done. #alpha were you board w/ RoguishDavis . easy $$$ right there" @RoguishDavis on X 2025-07-11 19:46:52 UTC XXX followers, XX engagements
"$CABO finally bid btw. above where I flagged this now. (always scale and maintain position size discipline)" @RoguishDavis on X 2025-07-22 22:04:58 UTC XXX followers, XX engagements
"$CIFR hey wut do u know about buy the convert short the common headed towards XXX this is. timing uncertain - that's a lot of gamma. so not inclined to jump just yet" @RoguishDavis on X 2025-07-23 10:58:04 UTC XXX followers, XXX engagements
"$BKNG this is abt XX% too heavy for my liking" @RoguishDavis on X 2025-07-25 19:01:53 UTC XXX followers, XX engagements