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newbot posts on X about $apo, $tdg, $mpc, all the the most. They currently have XXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.
Social category influence stocks cryptocurrencies finance social networks technology brands pga golfers countries
Social topic influence $apo #14, $tdg #4, $mpc #15, all the, $trow #6, $cni, money, twitter, marks, pnl
Top assets mentioned Apollo Global Management, Inc. (APO) TransDigm Group, Inc. (TDG) Partisia Blockchain (MPC) T Rowe Price Group Inc (TROW) Canadian National Railway (CNI) Infinitar (IGT) Brightstar Lottery (BRSL) Raytheon Technologies Corp (RTX) Boeing Co (BA) AAR Corp. (AIR) CoStar Group, Inc. (CSGP) Sable Offshore Corp. (SOC) Decentral Games (DG) Dollar Tree Inc (DLTR) CVR ENERGY, INC. (CVI) Dave Inc. Class A Common Stock (DAVE) Anheuser-Busch INBEV SA/NV (BUD) Diageo plc (DEO) Molson Coors Beverage Co Class B (TAP) Bitforex Token (BF) Veno Finance (VNO) PBF ENERGY INC. (PBF) Valero Energy Corporation (VLO)
Top posts by engagements in the last XX hours
"When are we putting $APO into the nothing ever happens portfolio Shit getting rocked because of some random sun-prime auto lender blowing up is prime entry event for nothing ever happens. Dooooonnnnntttt carrrrreeeeeeee"
X Link @sadandlonely_69 2025-10-09T18:00Z XXX followers, 2995 engagements
"@MrJulius007 I go back and forth on the M2M matter. On the one hand it's obviously fake marks that everyone is running. On the other hand that's actually better & valuable. Decades of research & evidence show that if everyone gets a Citadel XX second PnL they'll fuck it up. I bought APO"
X Link @sadandlonely_69 2025-10-10T12:56Z XXX followers, XX engagements
"Everyone knows I despise $TDG as a toxic cancer on the aerospace sector. But if TDG is out here doing dividend recaps after a XX% sell off on OE then its a buy. I dont make the rules 🤷♂"
X Link @sadandlonely_69 2025-08-13T15:22Z XXX followers, XXX engagements
"$IGT / $BRSL is an unbelievable set up here. MASSIVE incoming flow. Comparable to $MPC Speedway and dominates the $RTX post P&W fuck up ASR. Meanwhile valuation on ass dividend just raised and both major lottos are 100mm right now. LONG"
X Link @sadandlonely_69 2025-07-29T13:35Z XXX followers, XXX engagements
"@JerryCap The CRE market is definitively starting to open up. Meanwhile the expected lifespan of the existing fleet is exploding as $BA and $AIR give up on even pretending to have a new plane before 2040. $CSGP $TDG"
X Link @sadandlonely_69 2025-10-16T14:11Z XXX followers, 1068 engagements
"Funny thing about all the retail options underwriting and prediction markets dialogues at the same time is that Kalshi is actually the best way to yield farm small amounts of capital. The implied IRRs on short term high probability kalshi events are absurd"
X Link @sadandlonely_69 2025-10-12T20:54Z XXX followers, XXX engagements
"If you dont find it hilarious that the fintwit favorite special situations thesis around a California offshore oil producer (somehow getting Phil Mickelson involved) is getting BLITZED then we cant be friends $SOC"
X Link @sadandlonely_69 2025-10-14T23:15Z XXX followers, 1981 engagements
"I'm generally short $TROW cuz it has no value prop in equities and that will only get worse as the scaled multi strats scale their information advantage into TROW fee pressure. But then I read "The Bogle Effect" and omg i did not realize how assymetric outflows are in down mkts"
X Link @sadandlonely_69 2025-09-23T20:11Z XXX followers, XXX engagements
"Love $TROW short in spots like this. If market actually goes down retirees panic and rotate into not underperforming passives. And if theres a credit problem all the dogshit expansion at OHA turns into losses. And if the market goes up well the TROW PMs still underweight momo"
X Link @sadandlonely_69 2025-10-10T16:16Z XXX followers, XXX engagements
"On $DLTR strong guidance & outlook a friendly reminder that sell side still capitalizes historically trough $DG EBITDA margins for essentially forever"
X Link @sadandlonely_69 2025-10-15T15:09Z XXX followers, XXX engagements
"@AndrewRangeley @mario_cibelli Im concerned that some of their more recent product moves look a lot like just becoming a bank for their customers. So absorbing credit risk in the search for customers. Appreciate any push back here"
X Link @sadandlonely_69 2025-10-13T23:27Z XXX followers, XXX engagements
"@taobanker $CNI is better. Alberta is actually seeing real industrial volume opportunity. NGL exports via the west coast. Huge mines coming on in 2026. Data center build out moving north to NAMs cheapest gas"
X Link @sadandlonely_69 2025-10-11T16:24Z XXX followers, 2408 engagements
"$CVI shutting down its RD to convert back to petroleum is particularly funny because as soon as they started building that unit Dave Lamp (king btw) was publicly shitting on the sector for a roaring overbuild approaching"
X Link @sadandlonely_69 2025-10-03T13:15Z XXX followers, XXX engagements
"Under XX Alcohol Spending as a % of income historically correlates with the u25 unemployment rate very well. If I was XX living with my parents with no job & no money and prices were going up then I also wouldn't drink any alcohol $BUD $DEO $BF $TAP"
X Link @sadandlonely_69 2025-09-24T18:24Z XXX followers, XXX engagements
"Nothing ever happens portfolio notching a very easy win here on $APO. When the street is freaking about a some auto shitco no one's ever heard of or twitter influencers are writing thoughtpieces about $JEF's underwriting standards that's an easy buy the dip & thx for the money"
X Link @sadandlonely_69 2025-10-14T16:46Z XXX followers, XXX engagements
"Flows theory of price formation is very reflexive as this macro goes on. $ outflows from value underperforming manager. $ goes into beta performers & large cap. Out/underperformance is magnified. Long story short can only buy value shitcos that are repoing stock"
X Link @sadandlonely_69 2025-10-13T17:41Z XXX followers, XXX engagements
"$VNO leasing out 195k square feet to Verizon at Penn X. CSGP reporting rent of XXX. Great number. Penn X continues to fill with very high quality tenants"
X Link @sadandlonely_69 2025-07-30T14:16Z XXX followers, XXX engagements
"@david_katunaric Rails fall into this category right now $CNI"
X Link @sadandlonely_69 2025-10-13T18:58Z XXX followers, XXX engagements
"A completely dead industrial & hard goods economy + NAM refineries running at max utilization is not classically thought of as a favorable set up for refining $PBF $VLO $MPC"
X Link @sadandlonely_69 2025-10-01T13:54Z XXX followers, XXX engagements
"Looking forward to the day when I can relegate Rare earths to the dustbins of another Twitter X week geopol expert circle jerk that ends up useless. Other classics include the straits of Hormuz every imminent Taiwan invasion the jones act and every Iran/Israel skirmish"
X Link @sadandlonely_69 2025-10-13T15:32Z XXX followers, XXX engagements