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beyond mental models posts on X about $bkng, $tru, $efx, $fico the most. They currently have XXXXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.
Social category influence stocks technology brands cryptocurrencies finance
Social topic influence $bkng #4, $tru, $efx, $fico, $dolto, $dg, $wmt, temu, $dltr, dg
Top assets mentioned Booking Holdings Inc (BKNG) TrueBit (TRU) Effect.AI (EFX) Fair Isaac, Corp. (FICO) Decentral Games (DG) Walmart, Inc. (WMT) Dollar Tree Inc (DLTR) Cream (CRM) Shopify Inc (SHOP) Zillow Group, Inc. (ZG) Airbnb Inc (ABNB) Mastercard, Inc. (MA) Home Depot, Inc. (HD) Lowes Companies Inc (LOW) Somnigroup International Inc. (SGI) Floor & Decor Holdings, Inc. (FND)
Top posts by engagements in the last XX hours
"$TRU and $EFX down 7-8% as $FICO launched mortgage direct license program allowing tri-merge resellers to deliver FICO scores directly. $FICO eating into bureau mark-up and putting in its own pocket. Not sure how bureaus will retaliate as they own the data"
X Link @beyond_mental 2025-10-02T02:33Z 1737 followers, 1321 engagements
"$DOL.TO only dollar store that continues to execute well. $DG and $DLTR have misexecuted in an environment which logically speaking should have been best for the industry. I don't think Temu is an issue it is a more resilient $WMT that is eating their lunch"
X Link @beyond_mental 2023-09-13T11:19Z 1738 followers, XXX engagements
"A SaaS or Consumer Internet company announcing something with almighty OAI is not getting same reaction from the market vs a supplier that sells to OAI. It is legit fear that OAI will disrupt you or raise CAC. $CRM $ZG $BKNG come to mind. $SHOP is an exception so far"
X Link @beyond_mental 2025-10-15T13:07Z 1737 followers, XXX engagements
"@MarioGabelli Someone pitched $ABNB and $BKNG on the same theme.essentially buy NA Travel names"
X Link @beyond_mental 2025-10-14T18:53Z 1737 followers, XXX engagements
"Increased card penetration during pandemic would have theortically slowed $V/ $MA topline growth. But both continue to power through slowdown in penetration as they have scaled their VAS businesses. Not as juicy margin profile as networks but still very respectable margins"
X Link @beyond_mental 2025-10-14T18:45Z 1737 followers, XXX engagements
"Housing can have a few good years if we get some rates repreive things continue to be very depressed. $HD $FND $LOW $SGI These were good stocks post-GFC in an oligopolistic market with good pricing power"
X Link @beyond_mental 2025-09-11T19:25Z 1737 followers, XXX engagements