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@arda_sl_ Avatar @arda_sl_ Arda

Arda posts on X about $lulu, $googl, ai, i am the most. They currently have XXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.

Engagements: XXX #

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Mentions: X #

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Followers: XXX #

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CreatorRank: XXXXXXXXX #

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Social Influence

Social category influence stocks XX% finance XX% fashion brands XX% technology brands XX%

Social topic influence $lulu #269, $googl 20%, ai 20%, i am 20%, $nke 10%, adidas 10%, $ads 10%, lulu 10%, jpmorgan chase 10%, $10b XX%

Top accounts mentioned or mentioned by @steadycompound @time24trader @nbaquant

Top assets mentioned Lululemon Athletica Inc (LULU) Alphabet Inc Class A (GOOGL) Nike Inc (NKE) AdShares (ADS) JPMorgan Chase (JPM) NVIDIA Corp. (NVDA) Microsoft Corp. (MSFT) Dell Technologies, Inc. (DELL) Gartner Inc (IT) Molina Healthcare, Inc. (MOH)

Top Social Posts

Top posts by engagements in the last XX hours

"Did you know Lululemon has around XX% gross margin higher than Nike or Adidas What does that tell us I broke down why: premium pricing direct sales and almost no discounting. $LULU $ADS $NKE"
X Link 2025-11-03T11:43Z XXX followers, 1145 engagements

"Todd Combs is officially out at Berkshire heading to JPMorgan Chase to run a new $10B Strategic Investment Group & advise Jamie Dimon. Major move for him. The real story is that his tenure was short by BH standards. This normalizes mobility which is a huge shift. The culture is deep yes but it must adapt to higher churn. I'm not worried about Berkshire's operating businesses; those are working well. The challenge is with the money itself. They are sitting on a massive $XXX billion cash pile that they absolutely have to figure out how to put to work smartly. On top of that they rely heavily on"
X Link 2025-12-08T16:12Z XXX followers, XXX engagements

"@SteadyCompound I'm not worried about Berkshire's operating businesses; those are working well. The challenge is with the money itself. They are sitting on a massive $XXX billion cash pile that they absolutely have to figure out how to put to work smartly"
X Link 2025-12-08T16:26Z XXX followers, XXX engagements

"Gartners stock $IT has taken a real beating this year currently down close to 55%. While AI has been a massive driving force for companies like Nvidia $NVDA Google $GOOGL Microsoft $MSFT and Dell $DELL other companies have been crushed due to the fear of AI. The worries for Gartner boil down to two simple things: X. The Layoffs: Since Gartner charges for every person ("per seat") when big tech companies aggressively fire staff Gartner immediately loses customers. X. The AI Fear: The prevailing belief is that a chatbot will replace the need for human analysts making Gartner obsolete. I take"
X Link 2025-12-08T20:33Z XXX followers, XXX engagements

"The S&P XXX looks expensive at 25x earnings but the concentration is the real story. Google Amazon Meta Nvidia and others now make up XX% of the index trading at 29.3x forward earnings. I am watching their AI CapEx as that spending can pressure earnings. So I stay away from direct AI plays even though indirectly all companies have some exposure today. But that does not mean the whole market is expensive. I find value in healthcare retail energy and fintech. I prefer to stay invested focusing on margin of safety and downside risk"
X Link 2025-12-11T14:57Z XXX followers, XX engagements

"My portfolio is up around X% today 😁 Except for Lululemon $LULU all my X holdings are doing well especially $MOH which is up 6%. Today is also LULU's earnings day so I am a bit cautious. For the long term I think it is one of the best values in the market but for the short term the stock will be punished if: Americas revenue drops more than 2%. Gross margins contract more than XXX basis points. Inventory growth outpaces sales growth. There is another guidance cut. They issue a holiday warning. I will post my quick opinion after the call. PS: Also I have not tried it but it looks like ChatGPT"
X Link 2025-12-11T19:21Z XXX followers, XXX engagements