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@govro12 Avatar @govro12 govro12

govro12 posts on X about $ri, $rco, $cuervo, money the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.

Engagements: XXXXX #

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Mentions: XX #

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Followers: XXXXX #

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CreatorRank: XXXXXXX #

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Social Influence

Social category influence cryptocurrencies XXXXX% stocks XXXX% finance XXXXX% technology brands XXXXX% currencies XXXX% countries XXXX% gaming XXXX% fashion brands XXXX% travel destinations XXXX% luxury brands XXXX%

Social topic influence $ri #2, $rco #1, $cuervo #1, money 12.12%, $cpr #1, all the 9.09%, $crwv #51, level 6.06%, china 6.06%, $deo #43

Top accounts mentioned or mentioned by @joinyellowbrick @shotchange @parkstreetbets @joevalue @memyselfandi006 @mikefritzell @sutje @capitalmindset @maxwellhouse99 @jerrycap @kreuzmann13 @buccocapital @basteph @pepiteseurope @augustusville @sauvagesa97563 @greentardscycle

Top assets mentioned Robotics Intelligence (RI) Cipher (CPR) CoreWeave, Inc. (CRWV) Diageo plc (DEO) Merit Circle (MC) Alphabet Inc Class A (GOOGL) Lam Research Corporation (LRCX) Cornerstone Building Brands, Inc. (CNR) Tesla, Inc. (TSLA)

Top Social Posts

Top posts by engagements in the last XX hours

"@JoeValue does your turnover higher in tax exempts since no capital gain constraints I do have a slight similar underperformance . Not holding on my winner as much"
X Link 2025-12-09T10:33Z 1199 followers, XX engagements

"Last time $RI was trading at 82EUR level was in 2014. In 2014 sales were 7.9B down X% from 2013 operating inc 2B EPS was XXXX trading at 22PE. Today 10.9B 2.9B operating 6.45EPS trading at 12PE. Fear of T1 -X% organic + EURO currency headwind + premium wine divesture"
X Link 2025-10-01T13:52Z 1196 followers, 2866 engagements

"New post data from XX annual reports on $RI please surf like me on a ocean of pessimism"
X Link 2025-10-09T15:31Z 1196 followers, 3891 engagements

"These puppy $MC $RI should get a 'we have hit the bottom in Q2' rally IMO. Note that Champaign results were positive sequentially but cognac still struggling to not sure $RCO will join the party. $MC got good # on selective retailing +7%"
X Link 2025-10-14T16:50Z 1196 followers, 2195 engagements

"$RCO in a early warning - cognac drop XX% organic mainly china related and softness in USA. Good and bad news. $RI Martel is not loosing too much market share in China"
X Link 2025-10-30T19:24Z 1196 followers, XXX engagements

"For $DEO you really have to read the transcript: Spirits Depletion USA is -X% comparable with $RI -X% Guiness is up X% in USA Tequila is down in USA China is down -XX% inline with $RI -XX% Johnny Walker and Guinness is fine the rest incl. tequila is in pain"
X Link 2025-11-07T14:22Z 1196 followers, XXX engagements

"I dont know if they are not making a mistake here. $RI keeps a portfolio of local speciality niche product like not cheap product just niche less volume but good ROI I would believe. That number keeps growing in terms of brands and sales. Hearing from you guys Braulio should have made the cut"
X Link 2025-11-24T10:36Z 1196 followers, XXX engagements

"@shot_change @Kreuzmann13 A bottle of jameson with todays fat $RI payout will be fine. booze is booze. to get through the falling knife period"
X Link 2025-11-27T13:39Z 1196 followers, XXX engagements

"Valuation check and rumblings of top5: $GOOG $BBD.b $ADYEN $DOL $MCEM on wintergems. A lot of rumblings. enjoy Trade carefully"
X Link 2025-07-06T19:07Z 1197 followers, 5233 engagements

"fantastic slide from Campari deck h/t @shot_change $RI $DEO $CPR $CUERVO X% growth 20years thread🧵"
X Link 2025-11-07T15:55Z 1198 followers, 2854 engagements

"2/x The Tequila slide Premium & ultra is on fire $cuervo $CPR"
X Link 2025-11-07T16:17Z 1198 followers, XXX engagements

"3/x GenZ is the Cocktail gen imo Spiritz = Aperol Campari - Margarita= Tequila Cointreau or grand marnier - $CPR is well positioned here"
X Link 2025-11-07T16:33Z 1198 followers, XXX engagements

"Discl. only X japanese position in order - all part of top15 $7974 Nintendo YTD +44% Console games $7409 Aeroedge YTD +286% Aircraft engine blades $6492 Okanovalve YTD +20% Nuclear valves $9983 Fast Retailing YTD +8% Uniqlo Cheers. average up all the way on Aeroedge. Nintendo is a 2023 pos okano is 2024 pos"
X Link 2025-12-01T14:57Z 1197 followers, 3158 engagements

"The only hedge to an Tawan invasion is to own a Boat load of $asml $lrcx Tokyo lectron $8035 and lasertec $6920"
X Link 2025-12-08T20:34Z 1196 followers, XXX engagements

"I know "graphistes" that have been using photoshop since 1990s. they still are. They do have some genAI as well integrated. I guess worst case would be for them to use gemini as a API. Might cost them on the margin but would make them competitive. This might not be as desperate"
X Link 2025-12-09T11:11Z 1198 followers, XX engagements

"Covered coreweave shorts at a X% loss - not worth the brain pain the rest is intact"
X Link 2025-12-10T23:44Z 1198 followers, XXX engagements

"To follow-up on my Discl. X co in holdings in order - invest at home avoid being the patsy $BBD.b Bombardier YTD XXX% private jets $DOL Dollarama YTD +43% dollar stores $DBO D-Box YTD +456% haptic cinema seats $CNR CN Rail YTD -XX% tier1 railway #2 BBD bought at low April during tariff fear Dollarama bought at IPO in 2009 DBO average up from 45c to 65c CNR is a new pos last week"
X Link 2025-12-06T00:47Z 1199 followers, 2155 engagements

"Looking at oracle Gross margin of -XXX% and -XXX% on the B200 and GB200 the transition to the new NVL72 is too ambitious to Digest and very unlikely to generate low cost per token. These transitions will take a lot more time to absorb. Everything Will shift in time by a year or X Rubin 2028"
X Link 2025-12-09T15:03Z 1199 followers, 1719 engagements

"My top ugly 5: in order of lost money this year $RI -XX% Spirits cost XXXX $Cuervo -XX% Spirits cost XX Short $CRWV -X% NeoCloud sold at 84.7$ $PERR -XX% Electr. Jan1 price: 89$ $RCO -X% Spirits cost XXXX Shorting over-indebted neocloud and buying booze is not a popular trade. X years horizon on those"
X Link 2025-12-10T13:41Z 1199 followers, 1567 engagements

"Of those Gerard Perrier should have the best 2026 due to nuclear maintenance shutdown. Adding more today. For the other might add to $RCO. I have enough exposure - uncomfortable level of $RI and $Cuervo $CRWV"
X Link 2025-12-10T13:45Z 1199 followers, XXX engagements

"@parkstreetbets I really though I had hit the bottom on $RI. I guess not lol. $RCO bought at book Still goes down. Still in the money for $LPE - XXXX P/B but barely. $Cuervo I bought too much on the way up (20-24) . Should have spread purchase over a longuer time frame"
X Link 2025-12-10T13:51Z 1199 followers, XXX engagements

"@buccocapital Ya sucking all the risk on money H marks mention that the dot com bubble sucked all the capital that would have gone to non telecom manufacturing"
X Link 2025-12-10T23:42Z 1199 followers, 1618 engagements

"@Basteph_ 21x earnings high Roe cash no debt looks good been on my watchlist for a while"
X Link 2025-12-11T14:20Z 1199 followers, XXX engagements

"Baker is playing his book (tesla nvidia openai) totally bias on 1side is saying that blackwell is delayed because of all the change (800voltsliquid cooling) and on the other side it will provide the lowest TCO - now Space datacenter is totally BS Again playing his spaceX book"
X Link 2025-12-11T14:47Z 1199 followers, XXX engagements