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# ![@ActAccordingly Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::35499699.png) @ActAccordingly PAA Research

PAA Research posts on X about $wfc, $goog, $gnrc, goog the most. They currently have XXXXXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.

### Engagements: XXX [#](/creator/twitter::35499699/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::35499699/c:line/m:interactions.svg)

- X Week XXXXXX +423%
- X Month XXXXXXX +170%
- X Months XXXXXXX +63%
- X Year XXXXXXXXX +69%

### Mentions: XX [#](/creator/twitter::35499699/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::35499699/c:line/m:posts_active.svg)

- X Week XX -XXXX%
- X Month XX +12%
- X Months XXX +38%
- X Year XXX +189%

### Followers: XXXXXX [#](/creator/twitter::35499699/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::35499699/c:line/m:followers.svg)

- X Week XXXXXX +0.34%
- X Month XXXXXX +0.73%
- X Months XXXXXX +2.90%
- X Year XXXXXX +5.60%

### CreatorRank: XXXXXXXXX [#](/creator/twitter::35499699/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::35499699/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::35499699/influence)
---

**Social category influence**
[stocks](/list/stocks)  XXXXX% [finance](/list/finance)  XXXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX% [technology brands](/list/technology-brands)  XXXX% [vc firms](/list/vc-firms)  XXXX%

**Social topic influence**
[$wfc](/topic/$wfc) #238, [$goog](/topic/$goog) #243, [$gnrc](/topic/$gnrc) #13, [goog](/topic/goog) 6.45%, [$vfc](/topic/$vfc) #29, [$rkt](/topic/$rkt) 6.45%, [$wow](/topic/$wow) 3.23%, [$gil](/topic/$gil) 3.23%, [24 hours](/topic/24-hours) 3.23%, [$hbi](/topic/$hbi) XXXX%

**Top accounts mentioned or mentioned by**
[@realsteveeisman](/creator/undefined) [@cedarstresearch](/creator/undefined) [@whaler99_](/creator/undefined) [@partners_road](/creator/undefined) [@tzero](/creator/undefined) [@alankonevsky](/creator/undefined) [@consensusgurus](/creator/undefined) [@blondesnmoney](/creator/undefined) [@whaler99](/creator/undefined) [@wolfejosh](/creator/undefined) [@anthropicai](/creator/undefined) [@theallinpod](/creator/undefined) [@coatuemgmt](/creator/undefined) [@fred23212822030](/creator/undefined) [@marketprophit](/creator/undefined) [@barbariancap](/creator/undefined) [@clarkson34918](/creator/undefined) [@herbgreenberg](/creator/undefined) [@dxncra](/creator/undefined)

**Top assets mentioned**
[Wells Fargo & Co (WFC)](/topic/$wfc) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Generac Holdings Inc. (GNRC)](/topic/$gnrc) [VF Corp (VFC)](/topic/$vfc) [Rocket Companies, Inc. (RKT)](/topic/$rkt) [Wownero (WOW)](/topic/$wow) [Gildan Activewear Inc. (GIL)](/topic/$gil) [Hanesbrands Inc. (HBI)](/topic/$hbi) [Matrix AI Network (MAN)](/topic/$man) [Trex Company, Inc. (TREX)](/topic/$trex) [Whirlpool Corporation (WHR)](/topic/$whr) [UFP Industries, Inc. Common Stock (UFPI)](/topic/$ufpi) [Floor & Decor Holdings, Inc. (FND)](/topic/$fnd) [Progressive Corp (PGR)](/topic/$pgr) [Regions Financial Corp (RF)](/topic/$rf) [Flagstar Financial, Inc. (FLG)](/topic/$flg) [United Bankshares Inc (UBSI)](/topic/$ubsi) [Vertiv Holdings Co (VRT)](/topic/$vrt) [GE Vernova Inc. (GEV)](/topic/$gev) [Texas Instruments (TXN)](/topic/$txn) [Zillow Group, Inc. (ZG)](/topic/$zg) [CoStar Group, Inc. (CSGP)](/topic/$csgp) [Comerica, Inc. (CMA)](/topic/$cma) [Cummins Inc. (CMI)](/topic/$cmi) [CatCoin (CAT)](/topic/$cat) [Basis Cash (BAC)](/topic/$bac) [JPMorgan Chase (JPM)](/topic/$jpm) [Apollo Global Management, Inc. (APO)](/topic/$apo) [KKR & Co, Inc. (KKR)](/topic/$kkr) [Blackstone, Inc. (BX)](/topic/$bx) [Carlyle Group, Inc. (CG)](/topic/$cg) [QUALCOMM, Inc. (QCOM)](/topic/$qcom) [Apple, Inc. (AAPL)](/topic/$aapl) [Lazard Ltd. Class A (LAZ)](/topic/$laz)
### Top Social Posts [#](/creator/twitter::35499699/posts)
---
Top posts by engagements in the last XX hours

"Two acquisitions of beaten down small caps rumored or announced in the past XX hours. First Crestview (and others) acquiring subscale cableco $WOW and today rumors are swirling that $GIL will acquired $HBI. I expect to see a lot more of this given the XXX year period of ZERO movement in small caps. - Clarity on the operating environment -The tease of lower rates - AI based cost rip-outs -A post regulatory environment - Cash flowing companies trading at low multiples -Tight credit spreads -CLO's stuffed to the rafters with capital Long list as to why M&A can really ramp here into year end and"  
[X Link](https://x.com/ActAccordingly/status/1955278943264616650) [@ActAccordingly](/creator/x/ActAccordingly) 2025-08-12T14:43Z 22.4K followers, 4034 engagements


"Interesting that $MAN shares were up as much as X% this AM and have rolled over sharply since. Lots of cross currents in their gross margin but the absence of perm placement is a problem. So too is the absence of overall hiring of any sort in their major markets. The company feels like a zombie right now"  
[X Link](https://x.com/ActAccordingly/status/1978869144318554384) [@ActAccordingly](/creator/x/ActAccordingly) 2025-10-16T17:02Z 22.4K followers, 1986 engagements


"Today marks the official opening of $JPM's rebuilt HQ at XXX Park Ave. I spent more than 10000 hrs in the old building in the late 1990's. I can still map almost every square foot of the fifth floor from memory. Jimmy Lee ever present. During the height of the internet bubble the bank was losing analysts left and right so they gave us higher bonuses and dinner in the executive dining rooms on the top floor. You could feel the presence of Morgan and Rockefeller in those rooms. Many parts of XXX park ave were historical relics straight out of the '60's or the final season of Mad Men. I liked"  
[X Link](https://x.com/ActAccordingly/status/1980660812252332415) [@ActAccordingly](/creator/x/ActAccordingly) 2025-10-21T15:41Z 22.4K followers, 4521 engagements


"Higgsfield IA which has an absurdly good AI image and video generation platform just raised $50MM to start its OWN venture fund. Is this the CDO-squared moment for the AI cycle or something akin to the 1991 launch of Intel Capital"  
[X Link](https://x.com/ActAccordingly/status/1966190560927994295) [@ActAccordingly](/creator/x/ActAccordingly) 2025-09-11T17:22Z 22.4K followers, 4131 engagements


"Growing list of names in the building products space taking out the lows from April 7th. Violent selling the past 5-10 days. It's not the 10-year yield which has been effectively unchanged since the 3rd week of September. $TREX $FND $WHR $UFPI are among those names. Others looking very close. The market seems to be suggesting that record gains for retail investors will not arrive in housing or consumer spending in any way shape or form. Seems early to call the 2026 home selling season doesn't it"  
[X Link](https://x.com/ActAccordingly/status/1976290915485413514) [@ActAccordingly](/creator/x/ActAccordingly) 2025-10-09T14:17Z 22.4K followers, 3328 engagements


"Pretty brutal breakdown in compounder-bro favorite in the insurance space $PGR. Looks like the miss can be attributed to a policyholder credit expense due to profitability caps in FL. Pretty sharp slowdown in premiums written in September as well. @CedarStResearch will break this down in a way that I can only aspire to"  
[X Link](https://x.com/ActAccordingly/status/1978461025944117647) [@ActAccordingly](/creator/x/ActAccordingly) 2025-10-15T14:00Z 22.4K followers, 3634 engagements


"Since this is the world we live in now. If you're wondering who's in the $UHG bank syndicate. $WFC led the deal with $RF $FLG $UBSI and $TCBX as lenders. Not to worry this is a $150MM lending facility and there's land value. Another fun fact: Nikki Haley was on the board (or as of 11/14/25 will be a former board member)"  
[X Link](https://x.com/ActAccordingly/status/1980304369556783481) [@ActAccordingly](/creator/x/ActAccordingly) 2025-10-20T16:05Z 22.4K followers, 5043 engagements


"A busy morning for earnings season puts the AI and rest of the world economies in full relief: AI names gapping higher: - $VRT and $GEV on earnings - $GOOG up on potential @AnthropicAI deal Real world companies lower: - Global staffing firm Randstad ($RAND) - Industrial and autos focused semis stalwart $TXN - Primalend a small subprime auto lender ($500MM in assets) filed for BK I'm going to leave out the favorable price action in $LII $WGO and $COF because it doesn't fit the narrative I'm crafting at the moment"  
[X Link](https://x.com/ActAccordingly/status/1980988613455134751) [@ActAccordingly](/creator/x/ActAccordingly) 2025-10-22T13:24Z 22.4K followers, 5123 engagements


"It's one of the slowest Friday's of the year. Let's try something fun. I think we're about to see a DELUGE of M&A after this weekend. What's the craziest M&A idea you have that actually makes a ton of sense after further reflection I'll start. $GOOG should acquire $GNRC. What's your favorite crazy but sensible M&A idea"  
[X Link](https://x.com/ActAccordingly/status/1961478850111537511) [@ActAccordingly](/creator/x/ActAccordingly) 2025-08-29T17:19Z 22.4K followers, 4742 engagements


"Definitely not a name on people's radar but $ZUMZ beat on revs EBITDA and guided higher. 11%+ comps on back to school against a tough compare. Most notably the company continues to hammer away at the share count down to 16.7MM Yes I do own this and $VFC. Maybe there's something to be said for a renaissance in skater fashion"  
[X Link](https://x.com/ActAccordingly/status/1963697015042502847) [@ActAccordingly](/creator/x/ActAccordingly) 2025-09-04T20:13Z 22.4K followers, 2940 engagements


"$VFC selling the Dickies brand for $600MM which equates to slightly more than 1x revs and probably a 15x-20x+ multiple of Dickie's EBITDA (could be a lot higher given the brand struggles). Not completely unexpected. Going forward $VFC is now Vans the North Face and Timberland's. Altra running shoes have good momentum and there are some other earlier stage brands that could become interesting. Pretty massive deleveraging now for $VFC. The 2026 maturity gets paid off and prospectively the company can use FCF for each subsequent debt maturity or start buying back stock. They have a $2.5B buyback"  
[X Link](https://x.com/ActAccordingly/status/1967563630011986241) [@ActAccordingly](/creator/x/ActAccordingly) 2025-09-15T12:18Z 22.4K followers, 10.2K engagements


"$Z $ZG $RKT $CSGP: Details on Todays Rental Property Marketing Industry Following a Curious Action from the FTC Against Zillow and Rocket"  
[X Link](https://x.com/ActAccordingly/status/1973394097126727778) [@ActAccordingly](/creator/x/ActAccordingly) 2025-10-01T14:26Z 22.4K followers, 2014 engagements


"I'm sure there were others but I know @realsteveeisman called out the potential for a $CMA take out on his podcast 2-3 months ago. Banking M&A seems like it has a lot further to run"  
[X Link](https://x.com/ActAccordingly/status/1975161078901281053) [@ActAccordingly](/creator/x/ActAccordingly) 2025-10-06T11:27Z 22.4K followers, 1983 engagements


"I haven't heard this data point before from the latest @theallinpod: With the use of backup/diesel generators the CURRENT electricity grid could support another XX GWs in incremental power demand. I wonder how many utilities are starting to converse with $GNRC $CMI $CAT about creating this flex capacity"  
[X Link](https://x.com/ActAccordingly/status/1975229006585929956) [@ActAccordingly](/creator/x/ActAccordingly) 2025-10-06T15:57Z 22.4K followers, 2513 engagements


"The relative performance of the money-center banks ($JPM $C $WFC $BAC) compared to the alt-lenders ($BX $APO $KKR $CG etc.) is glaring. The equity market seems to be differentiating underwriting rigor in the traditional banking system compared to that for private lenders post #tricolor #firstbrands. The truth is there's no underwriting rigor anywhere"  
[X Link](https://x.com/ActAccordingly/status/1976368739596841360) [@ActAccordingly](/creator/x/ActAccordingly) 2025-10-09T19:26Z 22.4K followers, 7356 engagements


"If you worked at any of these firms and pitched these "ideas" you probably would get fired. If you tried to interview at these places and pitched SK Hynix up 80-90% in 6-weeks you would get laughed at. Incrementally the commentary on compute at the edge makes a lot of sense to me and one of the reasons I'm long $QCOM"  
[X Link](https://x.com/ActAccordingly/status/1980333256311542066) [@ActAccordingly](/creator/x/ActAccordingly) 2025-10-20T18:00Z 22.4K followers, 39K engagements


"Another great deck on the public markets from @coatuemgmt. I'm glad to see they highlighted the way in which $RKT is using AI to increase efficiency closing times and ultimately revenues. It will be interesting to see when they move onto AI winners beyond the data center/software stack. Soon I think. Read it here:"  
[X Link](https://x.com/ActAccordingly/status/1981002256506834984) [@ActAccordingly](/creator/x/ActAccordingly) 2025-10-22T14:18Z 22.4K followers, 14.6K engagements


"Here's the $LAZ CEO on whether the recent defaults at Tricolor and First Brands represent a "canary in the coal mine" in private credit. He has incentives not to be particularly harsh then again he runs a huge restructuring advisory biz. Interesting all the same"  
[X Link](https://x.com/ActAccordingly/status/1981391356669923735) [@ActAccordingly](/creator/x/ActAccordingly) 2025-10-23T16:04Z 22.4K followers, 2932 engagements