[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @At50w50882 50W-AT 50W-AT posts on X about $mco, $spgi, $amzn, $msci the most. They currently have XXX followers and XX posts still getting attention that total XXX engagements in the last XX hours. ### Engagements: XXX [#](/creator/twitter::1641196255454846979/interactions)  - X Week XXXXX +37% - X Month XXXXXX +14% - X Months XXXXXX +11% - X Year XXXXXXX +29% ### Mentions: X [#](/creator/twitter::1641196255454846979/posts_active)  - X Week XX +43% - X Month XX -XX% - X Months XXX +39% - X Year XXX -XXXX% ### Followers: XXX [#](/creator/twitter::1641196255454846979/followers)  - X Week XXX +0.85% - X Month XXX -XXXX% - X Months XXX +31% - X Year XXX +8% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::1641196255454846979/influencer_rank)  ### Social Influence [#](/creator/twitter::1641196255454846979/influence) --- **Social category influence** [stocks](/list/stocks) XX% [finance](/list/finance) XXXXX% [technology brands](/list/technology-brands) XXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% [currencies](/list/currencies) XXXX% **Social topic influence** [$mco](/topic/$mco) #31, [$spgi](/topic/$spgi) #25, [$amzn](/topic/$amzn) #310, [$msci](/topic/$msci) #10, [$tdg](/topic/$tdg) 8.33%, [amzn](/topic/amzn) #1436, [azure](/topic/azure) #330, [$fwonk](/topic/$fwonk) 8.33%, [has been](/topic/has-been) 8.33%, [ai to](/topic/ai-to) XXXX% **Top accounts mentioned or mentioned by** [@gekkoadvisors](/creator/undefined) [@gordocap18](/creator/undefined) [@marcslans](/creator/undefined) [@marc_slans](/creator/undefined) [@ernestwongbwm](/creator/undefined) [@mplycap](/creator/undefined) [@mply_cap](/creator/undefined) [@olensrud](/creator/undefined) [@puppyeh1](/creator/undefined) [@mindset4moneyx](/creator/undefined) [@stocksavvyshay](/creator/undefined) [@nfcnorthnewss](/creator/undefined) [@garrettsprints](/creator/undefined) [@themattharbaugh](/creator/undefined) [@dimitrynakhla](/creator/undefined) [@investornick](/creator/undefined) [@ericjhonsa](/creator/undefined) [@divergent7651](/creator/undefined) [@jay21](/creator/undefined) [@wallstengine](/creator/undefined) **Top assets mentioned** [Moody's Corporation (MCO)](/topic/$mco) [S&P Global Inc (SPGI)](/topic/$spgi) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Msci Inc (MSCI)](/topic/$msci) [TransDigm Group, Inc. (TDG)](/topic/$tdg) [Liberty Media, Corp. (FWONK)](/topic/$fwonk) [Heroes of NFT (HON)](/topic/$hon) [LiquidLayer (LILA)](/topic/$lila) [Warner Bros Discovery, Inc. (WBD)](/topic/$wbd) [Liberty Global, plc. Class C (LBTYK)](/topic/$lbtyk) ### Top Social Posts [#](/creator/twitter::1641196255454846979/posts) --- Top posts by engagements in the last XX hours "@gordocap18 Always liked $MCO more than $SPGI because greater % of EBITDA comes from CRA. Valuation looks decent here but $MCO is pretty fully sized for me so I usually wont add unless things get really stupid. Happy to hold through this volatility" [X Link](https://x.com/At50w50882/status/1970973584119169532) [@At50w50882](/creator/x/At50w50882) 2025-09-24T22:08Z XXX followers, XXX engagements "@gordocap18 That said I think there is sneaky margin upside in the next X years from AI benefits for both companies. CRAs should be printing 90-95% incremental margins leveraging AI to keep labor costs in check" [X Link](https://x.com/At50w50882/status/1970974134315430105) [@At50w50882](/creator/x/At50w50882) 2025-09-24T22:10Z XXX followers, XXX engagements "@gordocap18 Big plus in my book is capex is predictable (no big cycles like with the cloud names) & capital allocation is straightforward - dividends + buybacks. Makes $MCO any easy name to hold long term without fussing too much" [X Link](https://x.com/At50w50882/status/1970974674654986568) [@At50w50882](/creator/x/At50w50882) 2025-09-24T22:12Z XXX followers, XXX engagements "@themattharbaugh Everyone makes mistakes. But Akres take on $MSCIs mgmt was dumbfounding. Even back in 2010-2011 Fernandez was considered to be great CEO with stellar track record. It was not at all fuzzy. I think Akre wanted to sell $MSCI and found the justification afterwards" [X Link](https://x.com/At50w50882/status/1972012088777449715) [@At50w50882](/creator/x/At50w50882) 2025-09-27T18:54Z XXX followers, XXX engagements "@DimitryNakhla This is spot on. $TDG is not a typical company that regularly repurchases shares regardless of price. It is very deliberate with its buyback program waiting for highly favorable/opportunistic prices. Mgmt certainly believes that $1250/sh is an attractive price" [X Link](https://x.com/At50w50882/status/1979656268987170958) [@At50w50882](/creator/x/At50w50882) 2025-10-18T21:10Z XXX followers, 1066 engagements "@mply_cap Your premise is fundamentally flawed. $MCO and $SPGI are not competitors. Issuers need credit ratings from both agencies to get the best interest rates. It is not an either/or. There is virtually no point to get ratings from just one and not the other" [X Link](https://x.com/At50w50882/status/1980057310517948636) [@At50w50882](/creator/x/At50w50882) 2025-10-19T23:43Z XXX followers, XXX engagements "@gordocap18 Low to mid teens IRR is highly likely here for $SPGI (over 5+ year timeframe). Interesting to compare $SPGI against comp of $MCO + $MSCI where you create the same CRA and index exposures. All great businesses but I think Fernandez stands out as top dog CEO" [X Link](https://x.com/At50w50882/status/1980088521948819812) [@At50w50882](/creator/x/At50w50882) 2025-10-20T01:47Z XXX followers, 1169 engagements "@Investor_NICK_ Olsavsky will say something on the earnings call that sounds slightly negative or cautious triggering big sell off in $AMZN" [X Link](https://x.com/At50w50882/status/1980359721740800406) [@At50w50882](/creator/x/At50w50882) 2025-10-20T19:45Z XXX followers, XXX engagements "@EricJhonsa I think if AWS revenue growth does not accelerate in 3Q lots of people will see their $AMZN investment thesis break. What will add fuel to the fire is if Azure and GCP continue to accelerate revenue growth while AWS revenue growth remains stagnant" [X Link](https://x.com/At50w50882/status/1980405768332710229) [@At50w50882](/creator/x/At50w50882) 2025-10-20T22:48Z XXX followers, XXX engagements "@Divergent7651 Everyone wants to say $TDG is comp but tough to be serious when $TDG has almost 2x margin. Dont get me wrong $HON Aero is very solid biz just not in same ballpark as $TDG" [X Link](https://x.com/At50w50882/status/1943667081708286335) [@At50w50882](/creator/x/At50w50882) 2025-07-11T13:41Z XXX followers, 1497 engagements "@jay_21_ Malone entities thrived on HF ownership and worship of all things John Malone. But after the beating in basically all his names (save for $FWONK) the HFs have pretty much moved on. Too much leverage for mutual funds. Without HFs these entities are dead money" [X Link](https://x.com/At50w50882/status/1959816163539701999) [@At50w50882](/creator/x/At50w50882) 2025-08-25T03:12Z XXX followers, XXX engagements "@ErnestWongBWM What is the best business in the Malone universe I would guess $FWONK by long shot and that was one of the most recent additions. Also Malone has some terrible CEOs - Zaslav at $WBD and Fries at $LBTYK. $LILA has been nightmare (know several smart guys who got torched on it)" [X Link](https://x.com/At50w50882/status/1965170518145094021) [@At50w50882](/creator/x/At50w50882) 2025-09-08T21:48Z XXX followers, XXX engagements "@wallstengine $AMZN Jassy probably should not be CEO if AWS the business he ran continues to bleed market share to GCP and Azure. If AWS continues to fall behind its competitors what is the case for Jassy to remain as CEO Seems like execution has been the main problem" [X Link](https://x.com/At50w50882/status/1980774609772335448) [@At50w50882](/creator/x/At50w50882) 2025-10-21T23:14Z XXX followers, XXX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@At50w50882 50W-AT
50W-AT posts on X about $mco, $spgi, $amzn, $msci the most. They currently have XXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.
Engagements: XXX #
- X Week XXXXX +37%
- X Month XXXXXX +14%
- X Months XXXXXX +11%
- X Year XXXXXXX +29%
Mentions: X #
- X Week XX +43%
- X Month XX -XX%
- X Months XXX +39%
- X Year XXX -XXXX%
Followers: XXX #
- X Week XXX +0.85%
- X Month XXX -XXXX%
- X Months XXX +31%
- X Year XXX +8%
CreatorRank: XXXXXXXXX #
Social Influence #
Social category influence stocks XX% finance XXXXX% technology brands XXXX% cryptocurrencies XXXX% currencies XXXX%
Social topic influence $mco #31, $spgi #25, $amzn #310, $msci #10, $tdg 8.33%, amzn #1436, azure #330, $fwonk 8.33%, has been 8.33%, ai to XXXX%
Top accounts mentioned or mentioned by @gekkoadvisors @gordocap18 @marcslans @marc_slans @ernestwongbwm @mplycap @mply_cap @olensrud @puppyeh1 @mindset4moneyx @stocksavvyshay @nfcnorthnewss @garrettsprints @themattharbaugh @dimitrynakhla @investornick @ericjhonsa @divergent7651 @jay21 @wallstengine
Top assets mentioned Moody's Corporation (MCO) S&P Global Inc (SPGI) Amazon.com, Inc. (AMZN) Msci Inc (MSCI) TransDigm Group, Inc. (TDG) Liberty Media, Corp. (FWONK) Heroes of NFT (HON) LiquidLayer (LILA) Warner Bros Discovery, Inc. (WBD) Liberty Global, plc. Class C (LBTYK)
Top Social Posts #
Top posts by engagements in the last XX hours
"@gordocap18 Always liked $MCO more than $SPGI because greater % of EBITDA comes from CRA. Valuation looks decent here but $MCO is pretty fully sized for me so I usually wont add unless things get really stupid. Happy to hold through this volatility"
X Link @At50w50882 2025-09-24T22:08Z XXX followers, XXX engagements
"@gordocap18 That said I think there is sneaky margin upside in the next X years from AI benefits for both companies. CRAs should be printing 90-95% incremental margins leveraging AI to keep labor costs in check"
X Link @At50w50882 2025-09-24T22:10Z XXX followers, XXX engagements
"@gordocap18 Big plus in my book is capex is predictable (no big cycles like with the cloud names) & capital allocation is straightforward - dividends + buybacks. Makes $MCO any easy name to hold long term without fussing too much"
X Link @At50w50882 2025-09-24T22:12Z XXX followers, XXX engagements
"@themattharbaugh Everyone makes mistakes. But Akres take on $MSCIs mgmt was dumbfounding. Even back in 2010-2011 Fernandez was considered to be great CEO with stellar track record. It was not at all fuzzy. I think Akre wanted to sell $MSCI and found the justification afterwards"
X Link @At50w50882 2025-09-27T18:54Z XXX followers, XXX engagements
"@DimitryNakhla This is spot on. $TDG is not a typical company that regularly repurchases shares regardless of price. It is very deliberate with its buyback program waiting for highly favorable/opportunistic prices. Mgmt certainly believes that $1250/sh is an attractive price"
X Link @At50w50882 2025-10-18T21:10Z XXX followers, 1066 engagements
"@mply_cap Your premise is fundamentally flawed. $MCO and $SPGI are not competitors. Issuers need credit ratings from both agencies to get the best interest rates. It is not an either/or. There is virtually no point to get ratings from just one and not the other"
X Link @At50w50882 2025-10-19T23:43Z XXX followers, XXX engagements
"@gordocap18 Low to mid teens IRR is highly likely here for $SPGI (over 5+ year timeframe). Interesting to compare $SPGI against comp of $MCO + $MSCI where you create the same CRA and index exposures. All great businesses but I think Fernandez stands out as top dog CEO"
X Link @At50w50882 2025-10-20T01:47Z XXX followers, 1169 engagements
"@Investor_NICK_ Olsavsky will say something on the earnings call that sounds slightly negative or cautious triggering big sell off in $AMZN"
X Link @At50w50882 2025-10-20T19:45Z XXX followers, XXX engagements
"@EricJhonsa I think if AWS revenue growth does not accelerate in 3Q lots of people will see their $AMZN investment thesis break. What will add fuel to the fire is if Azure and GCP continue to accelerate revenue growth while AWS revenue growth remains stagnant"
X Link @At50w50882 2025-10-20T22:48Z XXX followers, XXX engagements
"@Divergent7651 Everyone wants to say $TDG is comp but tough to be serious when $TDG has almost 2x margin. Dont get me wrong $HON Aero is very solid biz just not in same ballpark as $TDG"
X Link @At50w50882 2025-07-11T13:41Z XXX followers, 1497 engagements
"@jay_21_ Malone entities thrived on HF ownership and worship of all things John Malone. But after the beating in basically all his names (save for $FWONK) the HFs have pretty much moved on. Too much leverage for mutual funds. Without HFs these entities are dead money"
X Link @At50w50882 2025-08-25T03:12Z XXX followers, XXX engagements
"@ErnestWongBWM What is the best business in the Malone universe I would guess $FWONK by long shot and that was one of the most recent additions. Also Malone has some terrible CEOs - Zaslav at $WBD and Fries at $LBTYK. $LILA has been nightmare (know several smart guys who got torched on it)"
X Link @At50w50882 2025-09-08T21:48Z XXX followers, XXX engagements
"@wallstengine $AMZN Jassy probably should not be CEO if AWS the business he ran continues to bleed market share to GCP and Azure. If AWS continues to fall behind its competitors what is the case for Jassy to remain as CEO Seems like execution has been the main problem"
X Link @At50w50882 2025-10-21T23:14Z XXX followers, XXX engagements