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@nitinkinvests Avatar @nitinkinvests Nitin Gupta

Nitin Gupta posts on X about $dboto, $dboxf, $cnk, $fwonk the most. They currently have XXXXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.

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Social category influence stocks technology brands cryptocurrencies fashion brands finance countries social networks

Social topic influence $dboto #2, $dboxf #1, $cnk #13, $fwonk, f1, $as, $gap #11, $dbo #1, $aapl, formula 1

Top assets mentioned Cinemark Holdings, Inc. (CNK) Liberty Media, Corp. (FWONK) Amer Sports, Inc. (AS) Gapcoin (GAP-1) Apple, Inc. (AAPL) Celsius Holdings, Inc. Common Stock (CELH) NVR, Inc. (NVR) American Eagle Outfitters (AEO)

Top Social Posts #


Top posts by engagements in the last XX hours

"$DBO.TO $DBOXF As expected Cinemark had the best Q for Dbox revenue in Q2. The full benefit from the F1 movie should be realized in Q3. July box office collections were the highest this YTD. $CNK dropped some very interesting bread crumbs in their earnings call which make me think a buyout is coming sometime in H2 or possibly H1'26 will share a detailed analysis this weekend"
X Link @nitinkinvests 2025-08-01T20:00Z 2051 followers, 4452 engagements

"It's truly perplexing to see $CELH analysts forecasting a XXX% QoQ revenue decline when the Alani Amazon searches are up by a remarkable XX% QoQ and Celsius brand searches were up X% QoQ with September marking the strongest month in the brand's history. Furthermore I believe the "Witch's Brew" was the company's largest Limited-Time Offer ever and should contribute to a substantial revenue bump. The High Noon controversy should also give them a sales bump throughout August. The only plausible explanation for this disconnect is almost certainly the timing of shipments which again should not be"
X Link @nitinkinvests 2025-10-08T14:48Z 2054 followers, 5248 engagements

"$DBOXF $DBO.TO looking forward to $CNK earnings report and commentary around premium formats this Friday. Everything is pointing towards them expanding screens and buying more seats for Audis that already have d-box seats. In addition each F1 arcade is worth around $1.5M in revenue as per my calculation and F1 is planning XX more of these by 2027 meaning around 40M of revenue just from this customer and not to mention the high margin royalty business that will increase due to a larger install base. Hard to imagine a world where the sim business does not get bought out in the next XX months."
X Link @nitinkinvests 2025-07-30T17:10Z 2051 followers, 7368 engagements

"Looks like the F1 movie is having the desired impact for $FWONK. The search trends are starting to spike Silverstone (British GP) is sold out. The next US race in Austin is roughly at the same time as last year but the search interest in the US is already spiking. It is important to note that in 2024 the Vegas GP was irrelevant with the championship winner already decided and was the primary reason for the underwhelming revenue as Liberty has spent a lot of money to make it a success. If Lando Norris and Oscar Piastri can keep it close come late November $FWONK can have a blockbuster Q4. With"
X Link @nitinkinvests 2025-07-05T14:37Z 2052 followers, XXX engagements

"I think it is worth keeping an eye on Anta Sports $ANPDY - $2020.HK The trend for Anta look strong but Fila a little underwhelming. X% buyback X% dividends 25%+ operating margins. PE @ XX so relatively cheap. Good play on $AS as well as they own almost XX% of the company. No position yet but tracking closely as a China recovery play"
X Link @nitinkinvests 2024-09-26T01:40Z 2051 followers, XXX engagements

"In the last few days I've been researching Amer Sports $AS looks promising. Wilson's rackets golf and tennis products are experiencing a huge surge in search trends. At the same time Arcteryx is seeing a non-seasonal material trend surge for its jackets and shoes and Peak Performance also appears to be inflecting. Salomon will likely continue its growth trajectory. Research is still in its early stages but what's particularly noteworthy is that Wilson's racket trends have for the first time met or exceeded those of Yonex which reported a robust set of numbers"
X Link @nitinkinvests 2025-08-09T04:14Z 2054 followers, 2438 engagements

"The social traction at Gap right now is just staggering which is why Ive been building $GAP into a portfolio-sized position over the last couple of weeks. Their TikTok following has exploded by XXX% in the last month and they have racked up 3x more likes in the past XX days than in their entire history. In my experience you just don't see that kind of sustained momentum. This viral campaign along with the introduction of the new accessories business gives me conviction that they'll be lapping comps relatively easily. The risk/reward here is extremely enticing IMO"
X Link @nitinkinvests 2025-09-22T14:30Z 2051 followers, 7289 engagements

"I think buybacks will eventually be announced. Hard to see them install seats for free and tie up working capital. I think $CNK will not like that either and they probably dont want to disappoint them. Alternatively I could see $DBO $DBO.TO sell them for breakeven or close to breakeven instead. Overtime I suspect they want to do what $NVR does. Low growth company returning shareholder value via buybacks"
X Link @nitinkinvests 2025-10-11T02:46Z 2053 followers, XXX engagements

"No doubt I think the interesting thing with this one is that they keep gaining 5k+ followers a day. This might turn out to be a multi quarter tailwind. One has to think if $AEO benefitted from their campaign $GAP has to too. Dickson did kinda imply on that GS conference that they are seeing a major uptick in brand heat. RR is compelling regardless"
X Link @nitinkinvests 2025-09-22T15:00Z 2052 followers, XXX engagements

"$FWONK $AAPL - Apple bids for Formula X rights feels kinda obvious in hindsight. The popularity is only going to grow. Also very excited to see what they do with MotoGP"
X Link @nitinkinvests 2025-07-09T12:37Z 2052 followers, XXX engagements

"Working on a thesis on $ZEPP and why it could be a multi year runner. I believe the revenue for the Helio lineup alone can exceed their total FY25 estimated revenue within the next X years. High risk but a possible 5-10x in the making"
X Link @nitinkinvests 2025-10-01T14:14Z 2048 followers, 3091 engagements

"$AAPL bids $XXX million for the $FWONK rights exactly the number I had mentioned on my tweet on June XX 2025. This is huge for Formula X and shows how undervalued the franchise is compared to peers. Big news for the entire ecosystem along with $DBO $DBO.TO $DBOXF"
X Link @nitinkinvests 2025-07-14T03:40Z 2053 followers, 2176 engagements