@fatbowzi dannny

dannny posts on X about $stvn, bc, $wst, $phat the most. They currently have [--] followers and [--] posts still getting attention that total [---] engagements in the last [--] hours.

Engagements: [---] #

• [--] Week [---] +7,227%
• [--] Month [-----] +7.50%

Mentions: [--] #

• [--] Month [--] -69%

Followers: [--] #

• [--] Week [--] +28%
• [--] Month [--] +35%

CreatorRank: undefined #

Social Influence

Social category influence stocks 34.48% finance 6.9% cryptocurrencies 6.9% countries 3.45%

Social topic influence $stvn 13.79%, bc 6.9%, $wst 6.9%, $phat 6.9%, $tevas 3.45%, growth 3.45%, $vtrs 3.45%, $weav 3.45%, $gnrc 3.45%, for all 3.45%

Top accounts mentioned or mentioned by @valuedontlie @thelapurchaser @borlaug @thebenschmark @randinvest @petermantas @riggedcapital @tszzl @sadandlonely69 @researchpulse1 @zissoucapital @andersresearch @danielsloeb1 @pennycheck @kalispellbaycap @waterworldcapi1 @midwitcapital @fcompounders @claycc47 @buccocapital

Top assets mentioned Stevanato Group S.p.A. (STVN) West Pharmaceutical Services Inc. (WST) Viatris Inc (VTRS) Weave Communications, Inc. (WEAV) Generac Holdings Inc. (GNRC) Beldex (BDX) Heartflow, Inc. (HTFL) GitLab Inc. (GTLB) Century Aluminum Co (CENX) Teva Pharmaceutical Industries Limited American Depositary Shares (TEVA) Repligen, Corp. (RGEN) Inspect (INSP) ResMed Inc. (RMD) Haemonetics Corporation (HAE) Copa Holdings, S.A. (CPA)

Top Social Posts

Top posts by engagements in the last [--] hours

"@valuedontlie tru for 2023-2024 but [----] was because of $teva's branded growth. its a why $vtrs (which has MUCH less branded exposure) didnt see likewise recovery. this is just misattribution"
X Link 2026-01-19T19:29Z [--] followers, [--] engagements

"@peter_mantas why $stvn outta curiosity 🤔 - just increasing volumes might dip my toes back into tools"
X Link 2026-02-07T21:08Z [--] followers, [---] engagements

"@Borlaug_ @RiggedCapital purely bc $stvn relatively oversold"
X Link 2026-02-07T21:32Z [--] followers, [---] engagements

"@tszzl felt like once open source hype died buyside didnt rlly gaf abt CUDA tho might be pulling from my ass tho"
X Link 2026-02-09T01:36Z [--] followers, [--] engagements

"@TheLAPurchaser mkt is saying front office saas like $weav - disagree tho"
X Link 2026-02-10T15:00Z [--] followers, [---] engagements

"@sadandlonely_69 thoughts on latest jeff post on vaccine oral GLP-1 - downgrade $wst & $stvn"
X Link 2026-02-12T16:05Z [--] followers, [--] engagements

"$gnrc pop seems a bit weird im too uninformed to short but it's up on hyperscaler pilots (for diesels) but the new hyperscaler 800VDC data centers (i) don't use diesel generators and (ii) will increase diesel gen supply (for all DCs) once they convert - inc less supply-constrained also super narrative reliant atp and diesel gen overcapacity would cannibalize non-hyperscaler-DC & C&I am i missing smt massive term val risk if the hyperscalers likely under convert into backlog no https://twitter.com/i/web/status/2023234730695496059 https://twitter.com/i/web/status/2023234730695496059"
X Link 2026-02-16T03:15Z [--] followers, [--] engagements

"@ResearchPulse1 @Borlaug_ @ZissouCapital bearish $stvn $wst 🤔 ik $bdx is saying that orals is more so complementary but is this not a growing trend"
X Link 2026-02-16T04:42Z [--] followers, [--] engagements

"@Anders_Research i've been short $htfl. first mover with limited growth + new comp middle mgmt is all cronies meh product (low accuracy and only works in super pristine env; burned by false postives) assuming its been trading on some alt data but 🤷♂ - investors prob realizing product is ass"
X Link 2026-02-16T04:38Z [--] followers, [--] engagements

"bit confused on $phat SI esp given the sales pivot to GIs like ik that it's in part due to aggressive SS & mgmt TAM estimates (wrong refrac rates) but the 24% SI is playing for smt more no"
X Link 2025-12-14T02:05Z [--] followers, [---] engagements

"part of the confusion is like the downside is in part offset by higher refill rates from the GIs (vs PCPs) so like rlly confused on what the shorts are playing for here"
X Link 2025-12-14T02:29Z [--] followers, [--] engagements

"@DanielSLoeb1 prob not. imo trying to gain traction + sell his course. easiest way to do that is pick a controversial topic + perceived effort (ai-gen description) and just sell to the echo chamber. i mean idt misinfo acc would be plugging his demo to every reply"
X Link 2025-12-18T22:41Z [--] followers, [---] engagements

"$phat printing"
X Link 2025-12-19T18:39Z [--] followers, [---] engagements

"@pennycheck thoughts on the recent test flight news"
X Link 2025-12-22T05:30Z [--] followers, [--] engagements

"@TheBenSchmark what made jp attractive this yr dont rlly follow jp"
X Link 2025-12-30T04:50Z [--] followers, [--] engagements

"@Kalispellbaycap @WaterworldCapi1 fs - dont think it'll take that long tho. inventories increasing slowing down pre-owned mkt pj departures slowing ofc super hand-wavy atm but incremental data slowing service rev growth boosted by fractional ownership boost too (not sustainable) we'll see tho 🤷♂"
X Link 2025-12-31T02:09Z [--] followers, [--] engagements

"@TheLAPurchaser so im a bit stupid - how incremental is it actually what timeline is that within these cases greenfield dev (onshoring) from my checks are still weak. brownfield dev (not onshoring) has been a big ramp (which imo not appreciated) could be wrong tho"
X Link 2026-01-05T19:07Z [--] followers, [---] engagements

"@midwit_capital curious - not that good with SaaS but hasnt like most $gtlb growth come from pricing and yet $gtlb needs to lower prices to grow seats"
X Link 2026-01-05T19:23Z [--] followers, [---] engagements

"@R_and_Invest candidly dont know this name as you do. pull forward via product refresh (onboarded southwest as new customer + no new onboarding via STCs) + 1-time cabin premiumization. KID-systeme (Airbus subsidiary) mainly in the linefit (burrana kinda) but has no mature 60W til '27"
X Link 2026-01-09T19:40Z [--] followers, [--] engagements

"so much for this lol https://diameter-presents.s3.us-east-1.amazonaws.com/Diameter+Capital+Partners+-+Q4+2025+Letter.pdf https://diameter-presents.s3.us-east-1.amazonaws.com/Diameter+Capital+Partners+-+Q4+2025+Letter.pdf"
X Link 2026-01-13T19:01Z [--] followers, [--] engagements

"@TheBenSchmark to preface ik nothing abt commodity linked names. what dyt abt the $cenx run up so far is it bc ppl are moving in but u dont think the EBITDA projection is fuly priced in or wat"
X Link 2026-01-14T16:23Z [--] followers, [--] engagements

"@valuedontlie yea but $teva only recovered becaue of branded exposure not purely generics"
X Link 2026-01-19T19:12Z [--] followers, [--] engagements

"@F_Compounders this is literally every hedge fund"
X Link 2026-01-26T03:15Z [--] followers, [---] engagements

"@claycc47 @TheLAPurchaser @buccocapital why not wouldn't majority of 'onshoring' j be brownfield dev optically p sure $rgen has torque there no"
X Link 2025-12-12T05:22Z [--] followers, [--] engagements

"@ContrarianCurse no way this isnt alr priced in with this being very understood with $insp no tbh idk $rmd that well tho"
X Link 2025-12-12T05:52Z [--] followers, [--] engagements

"@EricJhonsa $hps long what's the thesis there iirc there was a big thing that hps had little DC exposure (low voltage dry types) and that lead times would go down (which they did). what are u betting on here 🤔"
X Link 2025-12-14T20:00Z [--] followers, [---] engagements

"anyone know what happened to $hae in aug and nov"
X Link 2025-12-30T18:13Z [--] followers, [--] engagements

"besides the obv upside on $cpa (Copa Airlines) bc of Venezuela as the panama city hub w/ Venezuela routes they also don't hedge fuel costs. margins (23%) are slightly above normalized but historically rlly profitable 🤷♂"
X Link 2026-01-05T19:04Z [--] followers, [---] engagements

"@R_and_Invest makes sense - i was moreso thinking when i was looking at this name that there was a 1-time premiumization when costs for charging were low and that was a pull forward. plus a bit a confusion of evtol as % of backlog. but that was only cursory - will revisit"
X Link 2026-01-09T20:16Z [--] followers, [--] engagements

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