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@TheBenSchmark Avatar @TheBenSchmark JabroniCoin.USD

JabroniCoin.USD posts on X about $eqt, $cold, $line, stocks the most. They currently have XXXXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.

Engagements: XXX #

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Mentions: XX #

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Followers: XXXXX #

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CreatorRank: XXXXXXXXX #

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Social Influence #

Social category influence stocks finance countries travel destinations technology brands currencies

Social topic influence $eqt, $cold, $line, stocks, nav, $cc, honeywell, jpm, shanghai, $acmr

Top assets mentioned EQT, Corp. (EQT) Americold Realty Trust, Inc. (COLD) Lineage, Inc. Common Stock (LINE) The Chemours Company (CC) Honeywell International Inc (HON) Bloom Energy Corporation (BE) DigitalBridge Group, Inc. (DBRG)

Top Social Posts #

Top posts by engagements in the last XX hours

"Low-cost TiO2 producer & refrigerant manufacturer Chemours $CC being touted as a AI datacenter liquid cooling winner. And the new management team seems to have jumped on this train on the last call as Honeywell plans to spinout the refrigerants business (Soldtice) ❄🧊"
@TheBenSchmark Avatar @TheBenSchmark on X 2025-07-18 14:21:29 UTC 5561 followers, 2180 engagements

"Bloom Energy is mooning on a silly deal with Oracle and you are short $EQT anon Dont forget the fundamental equation"
@TheBenSchmark Avatar @TheBenSchmark on X 2025-07-24 19:09:26 UTC 5560 followers, 1003 engagements

"JPM no longer hot on $COLD and finds Lineage to be below its $LINE Still no explicit mention on oversupply and pricing pressures"
@TheBenSchmark Avatar @TheBenSchmark on X 2025-06-24 20:51:35 UTC 5561 followers, 2480 engagements

"Bernstein updates its China domestic substitution numbers 1) while total China WFE may be declining self-sufficiency is accelerating 2) mature-node spend continues & needs to stay high $ACMR AMEC & Naura benefit. Latter should buy ACM Shanghai & create WFE platform IMHO"
@TheBenSchmark Avatar @TheBenSchmark on X 2025-02-14 18:13:51 UTC 5560 followers, 1675 engagements

"Im once again asking cold storage analysts to report supply growth in cubic feet given that old facilities used to be XX ft high & new facilities are over XX ft. Total % volume of capacity coming online lot higher than suggested. $COLD & $LINE pricing may be pressured"
@TheBenSchmark Avatar @TheBenSchmark on X 2025-07-11 19:48:05 UTC 5561 followers, 1170 engagements

"Barclays on $EQT: What if the prize all along was about increasing the M2 local hub relative to benchmark pricing $65MM of annual cash flow uplift for every $0.10/Mcf move in local basis 25/26 discretionary cash flow increases 5%/4%; 25/26 organic FCF increasing 11%/7%"
@TheBenSchmark Avatar @TheBenSchmark on X 2025-07-23 19:27:25 UTC 5560 followers, XXX engagements

"Nasdaq-listed $ACMR announces that their listed Shanghai sub is approved to offer XX% of shares for gross proceeds of $625m (38% of the $ACMR market cap). They currently own XX% of a USD $XXXX bn entity while sporting a market cap of $1.65bn"
@TheBenSchmark Avatar @TheBenSchmark on X 2025-06-30 21:54:53 UTC 5560 followers, 5964 engagements

"Since the Switch acquisition was announced Digital Bridge $DBRG has severely underperformed the datacenters and the alternative asset managers. Marc Ganzi was said to be an animal. Which animal"
@TheBenSchmark Avatar @TheBenSchmark on X 2025-07-26 17:57:50 UTC 5561 followers, 1510 engagements

"The solstice is arriving on $CC which will make the comps cooler ❄"
@TheBenSchmark Avatar @TheBenSchmark on X 2025-07-23 18:29:04 UTC 5561 followers, XXX engagements

"Mizuho: $EQT still offers XX% NAV upside and is one of the go-to stocks for gas exposure. Fundamental upside torque to gas and deleveraging aside EQT should get most of the Gas E&P for datacenter flows given liquidity and story"
@TheBenSchmark Avatar @TheBenSchmark on X 2025-07-15 16:47:34 UTC 5561 followers, 4307 engagements

"Kinda funny to see Wells pick $C as #1 $XXX in TBV that could be worth $150/sh. Notes that Citi didnt stub its toe and excelled during periods of volatility. (Also surprisingly like SocGen $GLE). Two ROTCE transformations with numbers going up and multiples that can expand"
@TheBenSchmark Avatar @TheBenSchmark on X 2025-07-23 13:46:18 UTC 5559 followers, XXX engagements

"DeepMind will soon be able to show proof of this fundamental equation: AI=Compute=Power=Gas = $EQT"
@TheBenSchmark Avatar @TheBenSchmark on X 2025-07-21 18:10:24 UTC 5560 followers, 2666 engagements

"DB sets a new $LINE for Lineage estimates. Customer de-stocking Pricing pressure in both segments negative impact of tariffs reduced estimates potential further de-rating Perhaps this will lead to investor de-stocking of $LINE & $COLD"
@TheBenSchmark Avatar @TheBenSchmark on X 2025-06-30 12:04:39 UTC 5560 followers, 2229 engagements

"Yes demand data points continue to be weak for $COLD & $LINE but just like in the alcohol names not enough focus on the capacity and -new supply situation. A double-whammy that had Lineage pricing go negative"
@TheBenSchmark Avatar @TheBenSchmark on X 2025-07-21 18:41:02 UTC 5561 followers, XXX engagements