#  @BenFranksAltEgo Who's going to carry the logs Who's going to carry the logs posts on X about $clpt, $idr, $par, $cost the most. They currently have [-----] followers and [----] posts still getting attention that total [-------] engagements in the last [--] hours. ### Engagements: [-------] [#](/creator/twitter::1291825641348829184/interactions)  - [--] Week [---------] +46,095% - [--] Month [---------] +33,880% - [--] Months [---------] +2,634% - [--] Year [---------] +1,232% ### Mentions: [--] [#](/creator/twitter::1291825641348829184/posts_active)  - [--] Week [--] -4.90% - [--] Month [---] +86% - [--] Months [---] +23% - [--] Year [---] -1.80% ### Followers: [-----] [#](/creator/twitter::1291825641348829184/followers)  - [--] Week [-----] +0.65% - [--] Month [-----] +1.50% - [--] Months [-----] +8.60% - [--] Year [-----] +45% ### CreatorRank: [---------] [#](/creator/twitter::1291825641348829184/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) [finance](/list/finance) [cryptocurrencies](/list/cryptocurrencies) [technology brands](/list/technology-brands) [countries](/list/countries) [currencies](/list/currencies) [automotive brands](/list/automotive-brands) [fashion brands](/list/fashion-brands) [social networks](/list/social-networks) [celebrities](/list/celebrities) **Social topic influence** [$clpt](/topic/$clpt), [$idr](/topic/$idr), [$par](/topic/$par), [$cost](/topic/$cost), [money](/topic/money), [$val](/topic/$val), [$deck](/topic/$deck), [debt](/topic/debt), [$qure](/topic/$qure), [$xpel](/topic/$xpel) **Top accounts mentioned or mentioned by** [@logicalthesis](/creator/undefined) [@marketplunger1](/creator/undefined) [@blondesnmoney](/creator/undefined) [@goforgrubes2](/creator/undefined) [@hiddensmallcaps](/creator/undefined) [@waterworldcapi1](/creator/undefined) [@pythiar](/creator/undefined) [@jasongreenwal12](/creator/undefined) [@jerrycap](/creator/undefined) [@fundasyinvestor](/creator/undefined) [@bichonredux](/creator/undefined) [@biohazard3737](/creator/undefined) [@sharpeshark](/creator/undefined) [@klendathucap](/creator/undefined) [@maxwellhouse99](/creator/undefined) [@deepsailcapital](/creator/undefined) [@aggiecapitalist](/creator/undefined) [@orrdavid](/creator/undefined) [@100xcompounding](/creator/undefined) [@thehurrycane1](/creator/undefined) **Top assets mentioned** [Costco Hot Dog (COST)](/topic/$cost) [Validity (VAL)](/topic/$val) [Deckers Outdoor, Corp. (DECK)](/topic/$deck) [uniQure N.V. (QURE)](/topic/$qure) [Ubiquiti, Inc. (UI)](/topic/$ui) [Texas Pacific Land, Corp. (TPL)](/topic/$tpl) [Tesla, Inc. (TSLA)](/topic/$tsla) [Crocs, Inc. (CROX)](/topic/$crox) [UnitedHealth Group (UNH)](/topic/$unh) [Noble Corporation (NE)](/topic/$ne) [Gentex Corp (GNTX)](/topic/$gntx) [Johnson & Johnson (JNJ)](/topic/$jnj) [Snap, Inc. (SNAP)](/topic/$snap) [TransMedics Group, Inc. Common Stock (TMDX)](/topic/$tmdx) [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Transocean LTD. (RIG)](/topic/$rig) [Spectrum Brands Holdings, Inc. (SPB)](/topic/$spb) [Beldex (BDX)](/topic/$bdx) [American Eagle Outfitters (AEO)](/topic/$aeo) [PolkaBridge (PBR)](/topic/$pbr) [Eli Lilly and Company (LLY)](/topic/$lly) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Sigma Lithium Corporation Common Shares (SGML)](/topic/$sgml) [Euronet Worldwide Inc (EEFT)](/topic/$eeft) [Magnite, Inc. Common Stock (MGNI)](/topic/$mgni) [Axon Enterprise, Inc. (AXON)](/topic/$axon) [Coca-Cola Co (KO)](/topic/$ko) [Kroger Co (KR)](/topic/$kr) [Autozone Inc (AZO)](/topic/$azo) [Metadium (META)](/topic/$meta) [SuperRare (RARE)](/topic/$rare) [Ionis Pharmaceuticals, Inc. Common Stock (IONS)](/topic/$ions) [Celsius Holdings, Inc. Common Stock (CELH)](/topic/$celh) [Charles River Laboratories Intl. Inc (CRL)](/topic/$crl) [GammaSwap (GS)](/topic/$gs) [Lululemon Athletica Inc (LULU)](/topic/$lulu) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Interactive Brokers Group, Inc. (IBKR)](/topic/$ibkr) [Braskem S.A. American Depositary Shares (BAK)](/topic/$bak) [Okeanis Eco Tankers Corp. (ECO)](/topic/$eco) [ProFrac Holding Corp. (ACDC)](/topic/$acdc) [Flowers Foods, Inc. (FLO)](/topic/$flo) [Twist Bioscience Corporation Common Stock (TWST)](/topic/$twst) [Mario Coin (COIN)](/topic/$coin) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Novo-Nordisk (NVO)](/topic/$nvo) [Abercrombie & Fitch Co. (ANF)](/topic/$anf) [Monster Beverage Corp (MNST)](/topic/$mnst) [Elevance Health Inc (ELV)](/topic/$elv) [JOE (JOE)](/topic/$joe) [Alpha Metallurgical Resources, Inc. (AMR)](/topic/$amr) [Tempus AI, Inc. (TEM)](/topic/$tem) [Align Technology, Inc. (ALGN)](/topic/$algn) [Old Dominion Freight Line Inc (ODFL)](/topic/$odfl) [Liquidia Corporation Common Stock (LQDA)](/topic/$lqda) [Lithium Americas Corp. Common Shares (LAC)](/topic/$lac) [Finch Therapeutics Group, Inc. (FNCH)](/topic/$fnch) [Apple, Inc. (AAPL)](/topic/$aapl) [Walmart, Inc. (WMT)](/topic/$wmt) ### Top Social Posts Top posts by engagements in the last [--] hours "$VAL looks ready. Fund ownership has doubled since last year" [X Link](https://x.com/BenFranksAltEgo/status/1564260738721632257) 2022-08-29T14:36Z [----] followers, [--] engagements "$CSGP Didnt see any news on this one Why the gap up" [X Link](https://x.com/BenFranksAltEgo/status/1567495338377764868) 2022-09-07T12:49Z [----] followers, [--] engagements "NY/NYC needs [--] years of hardcore Republican Gov/Mayoral and DA rule. $VNO would be $125 a share" [X Link](https://x.com/BenFranksAltEgo/status/1582740582312525825) 2022-10-19T14:28Z [----] followers, [--] engagements "Dumpster diving with $MX for reflex trade" [X Link](https://x.com/BenFranksAltEgo/status/1586091212792020999) 2022-10-28T20:23Z [----] followers, [--] engagements "Would like to see $PBR undercut that [-----] and reverse" [X Link](https://x.com/BenFranksAltEgo/status/1590722123550851073) 2022-11-10T15:04Z [----] followers, [--] engagements "Fought hard today on the screen. Was tough but the calloused hands and bloody face are what you get when you step into the Colosseum" [X Link](https://x.com/BenFranksAltEgo/status/1596216429996556290) 2022-11-25T18:57Z [----] followers, [--] engagements "$ARCO The $MCD franchisor in Brazil and Argentina. Monthly chart looks great with [--] MA turning up slightly. Weekly is converging on all MA's and bouncing off 30WK line" [X Link](https://x.com/BenFranksAltEgo/status/1604976416596058113) 2022-12-19T23:06Z [----] followers, [---] engagements "$PBR Brazilian Senate may put this to a vote tomorrow. https://news.yahoo.com/petrobras-sinks-brazil-moves-ease-174724694.html https://news.yahoo.com/petrobras-sinks-brazil-moves-ease-174724694.html" [X Link](https://x.com/BenFranksAltEgo/status/1605298955906174990) 2022-12-20T20:27Z [----] followers, [---] engagements "$TPL management 🤡. Literally all you have to do is cut checks go build your empire somewhere else. 1/x) Bloomberg News article on $TPL. CC: @gammatime @ATG_Capital @business https://t.co/s8MwpA1rzD 1/x) Bloomberg News article on $TPL. CC: @gammatime @ATG_Capital @business https://t.co/s8MwpA1rzD" [X Link](https://x.com/BenFranksAltEgo/status/1607756099624603650) 2022-12-27T15:11Z [----] followers, [---] engagements "$BTU $CEIX $ARCH" [X Link](https://x.com/BenFranksAltEgo/status/1608124687287975936) 2022-12-28T15:36Z [----] followers, [---] engagements "@KlendathuCap Security $AXON $MSA" [X Link](https://x.com/BenFranksAltEgo/status/1610369902035992582) 2023-01-03T20:17Z [----] followers, [---] engagements "Went through some Dow Jones names on a [--] second look of historical valuations on a P/EBITDA basis. Longs: $MMM $V $VZ $WBA Shorts: $HON $CAT $MCD $NKE $WMT $AAPL Meh: $JNJ $PG $MRK $KO $MSFT" [X Link](https://x.com/BenFranksAltEgo/status/1612072960956993536) 2023-01-08T13:05Z [----] followers, [---] engagements "$TDG Looks coiled on the monthly as well" [X Link](https://x.com/BenFranksAltEgo/status/1613288937618919427) 2023-01-11T21:37Z [----] followers, [---] engagements "Kinda wish more companies paid out yields like $PBR" [X Link](https://x.com/BenFranksAltEgo/status/1613356315971133442) 2023-01-12T02:04Z [----] followers, [---] engagements "$ABNB I just dont get it sometimes" [X Link](https://x.com/BenFranksAltEgo/status/1616905351470661632) 2023-01-21T21:07Z [----] followers, [---] engagements "$PGR saved me 50% on my auto and home vs Nationwide Whoa" [X Link](https://x.com/BenFranksAltEgo/status/1617287564909744128) 2023-01-22T22:26Z [----] followers, [---] engagements "$GTX character change here as it did not dump into the mid 5's" [X Link](https://x.com/BenFranksAltEgo/status/1618685338293243904) 2023-01-26T19:00Z [----] followers, [---] engagements "Bellwether reports tomorrow $GNTX. Usually a great barometer on autos. Looking at sympathy plays $SUP $GTX" [X Link](https://x.com/BenFranksAltEgo/status/1618691246746394624) 2023-01-26T19:24Z [----] followers, [---] engagements "$GEO looks good here" [X Link](https://x.com/BenFranksAltEgo/status/1620460902012301312) 2023-01-31T16:36Z [----] followers, [---] engagements "$GEO "Arent the numbers pretty ridiculously conservative" "We think they're conservative but no ridiculously so." Lol" [X Link](https://x.com/BenFranksAltEgo/status/1625637205837287428) 2023-02-14T23:24Z [----] followers, [---] engagements "$VFC why is this getting smoked last [--] years" [X Link](https://x.com/BenFranksAltEgo/status/1628780922265866241) 2023-02-23T15:36Z [----] followers, [---] engagements "Dividend yields are a good way to see what is overvalued/undervalued if looking to swing into historical dividend players slingshot effect on these. For instance $HAS looks attractive at 5% yield vs say $EMR at 2.5%. $EMR would be attractive at 3.3% yield historically" [X Link](https://x.com/BenFranksAltEgo/status/1630190839946199042) 2023-02-27T12:59Z [----] followers, [---] engagements "So take $PPG yield around 2% is attractive sell when yield is 1.3%. $SHW Buying when yield over 1.5% selling when yield is under .75% Geraldine Weiss wrote about this. Ive found it a good exercise to keep it sane on blue chip LT dividend payers" [X Link](https://x.com/BenFranksAltEgo/status/1630239403351375874) 2023-02-27T16:12Z [----] followers, [---] engagements "RSI is fairly oversold. Not a recommendation. Daily/Monthly $VNO" [X Link](https://x.com/BenFranksAltEgo/status/1637270270820876289) 2023-03-19T01:50Z [----] followers, [---] engagements "$AAP starting to look interesting" [X Link](https://x.com/BenFranksAltEgo/status/1640346599086862336) 2023-03-27T13:34Z [----] followers, [---] engagements "$MCK Weekly. I think this goes to $270 before it goes to $400" [X Link](https://x.com/BenFranksAltEgo/status/1640781335538049043) 2023-03-28T18:22Z [----] followers, [---] engagements "$VNO Dont mind repos vs dividends. Although I often like companies that can do both at the same time but this isnt end of days here" [X Link](https://x.com/BenFranksAltEgo/status/1651552629112094720) 2023-04-27T11:43Z [----] followers, [---] engagements "$STLD Monthly rolling over" [X Link](https://x.com/BenFranksAltEgo/status/1653409130789457920) 2023-05-02T14:40Z [----] followers, [---] engagements "$PCYG $KR $SFM Most retailers have until 1/20/2026 to comply with the Food Traceability Rules. Great tailwind for this microcap. CFO on last call "I personally believe our stock is undervalued so we're buying the stock back"" [X Link](https://x.com/BenFranksAltEgo/status/1660657188019339264) 2023-05-22T14:41Z [----] followers, [---] engagements "Russell [----] reconstitution list is out. Some names i've followed will be added $SMTI $CLPT $SMLR $CCRD $ELA $GENC $HNRG $KLXE $PX $PNRG Some of these are really low float" [X Link](https://x.com/BenFranksAltEgo/status/1660666195316490242) 2023-05-22T15:17Z [----] followers, 11.1K engagements "There is a business called $COIN that you can short instead of $NVDA. Or $w or $run or any other shitty cash burning dumpster" [X Link](https://x.com/BenFranksAltEgo/status/1661523978278563843) 2023-05-25T00:06Z [----] followers, [---] engagements "@thehurrycane1 $TSLA is on mine. Technicals line up right now" [X Link](https://x.com/BenFranksAltEgo/status/1661541253530501120) 2023-05-25T01:14Z [----] followers, [--] engagements "@willis_cap You could do that or just short $BURL guiding for $6 in eps. Should be a $100-120 stock" [X Link](https://x.com/BenFranksAltEgo/status/1661716208146677760) 2023-05-25T12:49Z [----] followers, [---] engagements "$WYNN I changed my mind after reviewing last Q's numbers and continued weakness technically. Short with [---] as stop" [X Link](https://x.com/BenFranksAltEgo/status/1661736482674180099) 2023-05-25T14:10Z [----] followers, [---] engagements "$DG looks like a swing here on double bottom" [X Link](https://x.com/BenFranksAltEgo/status/1663578990794231808) 2023-05-30T16:11Z [----] followers, [--] engagements "Nobody ever talks about $DPZ anymore. Best performing stock of the last decade. Monthly H&S. $150 incoming" [X Link](https://x.com/BenFranksAltEgo/status/1663602791552634882) 2023-05-30T17:46Z [----] followers, [---] engagements "@KlendathuCap $COST actually broke this down by investor type and found that value investors buy canned chicken regardless of bull or bear markets" [X Link](https://x.com/BenFranksAltEgo/status/1663626256301142018) 2023-05-30T19:19Z [----] followers, [---] engagements "Was wrong on this. Divy cut. Better probably to just buy $AZO and $ORLY. Another one $AAP. I haven't seen their yield this high in a while due to their dividend increase. Id guess bottom would be a 6% yield around $100/share. Another one $AAP. I haven't seen their yield this high in a while due to their dividend increase. Id guess bottom would be a 6% yield around $100/share" [X Link](https://x.com/BenFranksAltEgo/status/1663974756100521999) 2023-05-31T18:24Z [----] followers, [---] engagements "Lot of crap names running higher. $W $CVNA $COIN" [X Link](https://x.com/BenFranksAltEgo/status/1664285766640607235) 2023-06-01T15:00Z [----] followers, [---] engagements "Recently heard that some execs from $BBWI take the companies private jet to get their nails done in certain cities. Stuff like that makes me want to instantly go short the company" [X Link](https://x.com/BenFranksAltEgo/status/1665714269889986561) 2023-06-05T13:36Z [----] followers, [---] engagements "Think $COIN is going to get their shit pushed in here. Thought they'd rip to the upside gap of [--]. Binance news may have halted that. Close below [--] day moving average on volume I would think higher probability it goes lower" [X Link](https://x.com/BenFranksAltEgo/status/1665747295923585024) 2023-06-05T15:47Z [----] followers, [--] engagements "$AAPL Biggest use case I see for the majority of users is porn unfortunately. You get to immerse yourself with pixelated strangers banging each other. Thanks Tim" [X Link](https://x.com/BenFranksAltEgo/status/1665908344035454978) 2023-06-06T02:27Z [----] followers, [---] engagements ""Mom I'm was just using the Vision Pro to play call of duty I swear." $AAPL" [X Link](https://x.com/BenFranksAltEgo/status/1666083163289063429) 2023-06-06T14:02Z [----] followers, [--] engagements "Commodity names are turning up on my weekly charts. $CNX $RRC $EQT $RIG $CNQ $PBR Rotation w/pullback in megacap tech" [X Link](https://x.com/BenFranksAltEgo/status/1666519427238469643) 2023-06-07T18:56Z [----] followers, [---] engagements "Golfers playing for LIV is a bridge to far but you're a shareholder of $LMT $NOC and $RTX which supply all their defense systems. 🤓🤡" [X Link](https://x.com/BenFranksAltEgo/status/1666549534158123008) 2023-06-07T20:55Z [----] followers, [---] engagements "$COIN Looking at gap fill at $55.75 or $57 which would be 10EMA to add to short" [X Link](https://x.com/BenFranksAltEgo/status/1666820691172405252) 2023-06-08T14:53Z [----] followers, [---] engagements "Why the F do I need to clip a digital coupon Cant we just preload these coupons on to my Kroger card every Sunday $KR" [X Link](https://x.com/BenFranksAltEgo/status/1667999546377490432) 2023-06-11T20:57Z [----] followers, [---] engagements "$META This company sucks sometimes. A shocking report by the Wall Street Journal reveals Instagram's algorithm directs pedophiles to child sexual abuse material (CSAM). Read more here: https://t.co/8HdtXtw0Ll A shocking report by the Wall Street Journal reveals Instagram's algorithm directs pedophiles to child sexual abuse material (CSAM). Read more here: https://t.co/8HdtXtw0Ll" [X Link](https://x.com/BenFranksAltEgo/status/1668430468000145409) 2023-06-13T01:29Z [----] followers, [---] engagements "$LLY is an animal" [X Link](https://x.com/BenFranksAltEgo/status/1669372402726326277) 2023-06-15T15:52Z [----] followers, [--] engagements "@futureformerJD Thanks $RARE and $IONS still have their trials so I suspect Roche maybe saw their data and it wasnt looking great for them to continue" [X Link](https://x.com/BenFranksAltEgo/status/1671590426682302486) 2023-06-21T18:46Z [----] followers, [---] engagements "Roche pulled their Angelman Trial. The actual progress by patients in this ASO trial was remarkable. I've talked to several parents these kids were signing talking climbing. Making huge progress. Roche said it didnt meet their interal endpoints. BS. Good news for $RARE" [X Link](https://x.com/BenFranksAltEgo/status/1671908595120611329) 2023-06-22T15:51Z [----] followers, [---] engagements "@sinstockpapi Replace $MO with $XPEL" [X Link](https://x.com/BenFranksAltEgo/status/1672400566427820034) 2023-06-24T00:28Z [----] followers, [---] engagements "Running shoe inflation is still above 2%" [X Link](https://x.com/BenFranksAltEgo/status/1673150557622599681) 2023-06-26T02:06Z [----] followers, [---] engagements "$COIN touching 180MA. Watching for double top at [--] Gap @ [--] risk is its squeezed to that" [X Link](https://x.com/BenFranksAltEgo/status/1673328731065131011) 2023-06-26T13:55Z [----] followers, [---] engagements "$UBER is really strong. Nobody selling" [X Link](https://x.com/BenFranksAltEgo/status/1673341727988391936) 2023-06-26T14:55Z [----] followers, [---] engagements "$TPL Starting to look interesting here" [X Link](https://x.com/BenFranksAltEgo/status/1674436729430765569) 2023-06-29T15:16Z [---] followers, [---] engagements "New tracking position. $POSC "F-flurpiridaz can diagnose coronary artery disease (CAD) in obese patients with a higher sensitivity and specificity compared to SPECT myocardial perfusion imaging (MPI)" PET is cheaper & more accurate. Pink sheets Low float. No recommendation" [X Link](https://x.com/BenFranksAltEgo/status/1674802020128292867) 2023-06-30T15:28Z [----] followers, [---] engagements "Honestly dont get some of these valuations right now. $ROL" [X Link](https://x.com/BenFranksAltEgo/status/1675915855270490136) 2023-07-03T17:14Z [----] followers, [---] engagements "$TPL wants to increase their authorized shares from [-------] to [--------] bc Tyler Glover wants the ability to do acquisitions. Who the F is Tyler Glover. This company doesnt seem to be broke and in need of fixing. Get this f'n guy out" [X Link](https://x.com/BenFranksAltEgo/status/1676627715581943808) 2023-07-05T16:22Z [----] followers, [----] engagements "The $TPL mgmt reminds me of when Lawrence Taylor had to explain to Willy Beamen that hes not bigger than the game. Dont F with the mailbox money" [X Link](https://x.com/BenFranksAltEgo/status/1677287510697754624) 2023-07-07T12:04Z [---] followers, [---] engagements "You cannot trade microcaps like their $JNJ. $POSC down 15% and up 15% on two [---] share trades this morning" [X Link](https://x.com/BenFranksAltEgo/status/1677397957644001287) 2023-07-07T19:23Z [----] followers, [---] engagements "@SubprimeShaman Im guessing west coast They are good friends and we brought another dish that they ate just didnt like watermelon the greatest summer fruit known to man" [X Link](https://x.com/BenFranksAltEgo/status/1677851326951092224) 2023-07-09T01:25Z [---] followers, [--] engagements "One of my good friends has publicly made fun of my kid twice after I told him to stop the first time. Its times like these I wish I didnt grow up where I did bc my first instinct is to punch him in his face" [X Link](https://x.com/BenFranksAltEgo/status/1678010668404862977) 2023-07-10T10:17Z [----] followers, [----] engagements "Its ridiculous. I see your op margins $DECK" [X Link](https://x.com/BenFranksAltEgo/status/1678185394217664512) 2023-07-09T23:32Z [----] followers, [---] engagements "@Dickie_Esquire I hear you that's what's so disappointing about it" [X Link](https://x.com/BenFranksAltEgo/status/1678217829554831360) 2023-07-10T01:42Z [----] followers, [---] engagements "Im looking at charts last night. On my radar. $AU $TLRY $RNG $VTNR $RIG $DNN Gold uranium some junk some oil services all look like they are setting up. Marijuana has periods of ripping the tits off. Schumer talking about safe banking could be catalyst" [X Link](https://x.com/BenFranksAltEgo/status/1678786885185839104) 2023-07-11T19:34Z [----] followers, [---] engagements "@datarade $TPL" [X Link](https://x.com/BenFranksAltEgo/status/1679112082296381442) 2023-07-12T12:54Z [----] followers, [---] engagements "$PBR JUST IN - Brazil's leftist President Lula da Silva signed a decree to limit civilian access to firearms AFP JUST IN - Brazil's leftist President Lula da Silva signed a decree to limit civilian access to firearms AFP" [X Link](https://x.com/BenFranksAltEgo/status/1682577243606745088) 2023-07-22T02:24Z [----] followers, [---] engagements "Not worried about $DHR earnings bc they are a good company. Thats how compounders work" [X Link](https://x.com/BenFranksAltEgo/status/1683853609895698432) 2023-07-25T14:55Z [----] followers, [--] engagements "$CLPT Tough one to own. Monthly mid bolllinger has acted as resistance. Revs are growing nicely no debt 20% of MC is cash but med device is tough space. Slow adoption lot of regs trials get canceled not enough neurosurgeons etc. Earnings Aug 8th" [X Link](https://x.com/BenFranksAltEgo/status/1686021964199055360) 2023-07-31T14:32Z [----] followers, [----] engagements "ZYN volume growth since [----] is f'n impressive" [X Link](https://x.com/BenFranksAltEgo/status/1686580482417303553) 2023-08-02T07:52Z [----] followers, [----] engagements "$CELH wow that $PEP deal. Congrats to all longs out there" [X Link](https://x.com/BenFranksAltEgo/status/1689106255376244736) 2023-08-09T02:48Z [----] followers, [---] engagements "They reaffirmed guidance. Id like to see Joe buy some stock at some point. Revs arent growing as fast as Id like but the biz isnt 30x ev/s as it was [--] years ago. Steady growth and the biologics piece is 2nd innings here. $CRL reports today too. Big partner there" [X Link](https://x.com/BenFranksAltEgo/status/1689269358210482176) 2023-08-09T13:36Z [----] followers, [----] engagements "Rotation happening $VET $RIG $OXY $TPL" [X Link](https://x.com/BenFranksAltEgo/status/1689272254176047105) 2023-08-09T13:47Z [----] followers, [---] engagements "Daughter just turned [--] months. Time feels like an hourglass with her not being in a clinical trial. Everyday is one less day that she isnt receiving the proteins that are responsible for developing the proper synapses in her brain. Gotta continue the fight though" [X Link](https://x.com/BenFranksAltEgo/status/1689974328891207680) 2023-08-11T12:17Z [----] followers, [---] engagements "ASO's seems to be very promising from a safety and tolerability standpoint. We are praying we can get her into either $RARE or $IONS trial. ASOs are inserted via spinal tap every 3-4 months under anesthesia so I dont know how sustainable or long term that therapy would be" [X Link](https://x.com/BenFranksAltEgo/status/1689983856579928064) 2023-08-11T12:55Z [----] followers, [---] engagements "TIL in [----] $EBAY sold their 19% stake in $MELI Would be worth 50% of their market cap now" [X Link](https://x.com/BenFranksAltEgo/status/1690053202480111632) 2023-08-11T17:30Z [----] followers, [--] engagements "$UAA Market has tried to punch this below $7 on [--] occasions the last [--] years. Does the brand have some value Maybe.styles come and go out of favor - See $CROX. Margins are middle of the road would like to see some improvement there. $NKE is 45x their size in terms of MC" [X Link](https://x.com/BenFranksAltEgo/status/1690057481303531528) 2023-08-11T17:47Z [----] followers, [---] engagements "Howard Marks $GTX to 5% of his portfolio is interesting" [X Link](https://x.com/BenFranksAltEgo/status/1691472782498938880) 2023-08-15T15:31Z [----] followers, [---] engagements "@maxwellhouse99 @DeepSailCapital No just ours lol" [X Link](https://x.com/BenFranksAltEgo/status/1691518540287713280) 2023-08-15T18:33Z [----] followers, [---] engagements "@hiddensmallcaps You like $UAA here Im stalking it" [X Link](https://x.com/BenFranksAltEgo/status/1691521691820666880) 2023-08-15T18:46Z [---] followers, [--] engagements "@LogicalThesis @TrentBlair19 Look at $LVS chart in 08/09" [X Link](https://x.com/BenFranksAltEgo/status/1691599938310852616) 2023-08-15T23:57Z [---] followers, [---] engagements "Boring trade but has worked in past $PEP" [X Link](https://x.com/BenFranksAltEgo/status/1693648803792900375) 2023-08-21T15:38Z [----] followers, [---] engagements "$DKS Mentioning increased shrink in their earnings release" [X Link](https://x.com/BenFranksAltEgo/status/1693967877445922941) 2023-08-22T12:46Z [---] followers, [---] engagements "@thomasgerlach Thought about that for a brief second but $ORLY on the short side is not worth the mental ammo" [X Link](https://x.com/BenFranksAltEgo/status/1694037898062930404) 2023-08-22T17:24Z [---] followers, [--] engagements "$ILMN Looks like its going to fall off a cliff here. An abrupt resignation by a CEO on a 25B company is not great. @nongaap is deep on this company. Fascinating stuff" [X Link](https://x.com/BenFranksAltEgo/status/1694710388443726028) 2023-08-24T13:56Z [----] followers, [---] engagements "At this rate $DINO or $PBF will be buying all of $VTNR for around $500 EV" [X Link](https://x.com/BenFranksAltEgo/status/1694746043127124140) 2023-08-24T16:18Z [----] followers, [---] engagements "Pickleball on TV while being sponsored by Crocs is equivalent to the sacking of Rome" [X Link](https://x.com/BenFranksAltEgo/status/1694890936969404475) 2023-08-25T01:54Z [----] followers, [---] engagements "If you had 70B would you buy $PYPL" [X Link](https://x.com/BenFranksAltEgo/status/1695461046012592557) 2023-08-26T15:39Z [----] followers, [--] engagements "Investing with the Great Uncle would have been a slightly better bet. $brkb $boc" [X Link](https://x.com/BenFranksAltEgo/status/1695463721466843490) 2023-08-26T15:50Z [----] followers, [----] engagements "Bottom in on $UI" [X Link](https://x.com/BenFranksAltEgo/status/1696181201084563763) 2023-08-28T15:21Z [----] followers, [---] engagements "Figured Munger would have bought $CPRT by now" [X Link](https://x.com/BenFranksAltEgo/status/1696346230844948524) 2023-08-29T02:17Z [---] followers, [---] engagements "Also $IDXX featuring this now. Get some traction here. $VNRX" [X Link](https://x.com/BenFranksAltEgo/status/1696894997377798260) 2023-08-30T14:37Z [----] followers, [---] engagements "China sucks and their real estate is imploding and will never overtake the US GDP but China names are very strong on my screens. So thats weird. $xpev $tigr $futu $pdd $lkncy" [X Link](https://x.com/BenFranksAltEgo/status/1699474406794281182) 2023-09-06T17:27Z [----] followers, [--] engagements "@thehurrycane1 I dont think I have ever had a good berry delivery from $KR. We have resorted to $COST on that. Superior fruit in that category" [X Link](https://x.com/BenFranksAltEgo/status/1700138110367973490) 2023-09-08T13:24Z [----] followers, [--] engagements "@DakotasTwits Im sure mgmt will address it as needed. Its not like the biz is dying. Im sure $CRL or another partner could infuse $$ as needed" [X Link](https://x.com/BenFranksAltEgo/status/1700169303251640330) 2023-09-08T15:28Z [----] followers, [---] engagements "$COST This is the greatest business in the world tbh. I mean every time I come here it gets better and better. Must be something in the water" [X Link](https://x.com/BenFranksAltEgo/status/1700943598773027102) 2023-09-10T18:45Z [----] followers, [---] engagements "Deion Sanders once said a crackhead named Junebug was the most athletic guy he ever competed against. cc @EdLatimore" [X Link](https://x.com/BenFranksAltEgo/status/1701967059523887607) 2023-09-13T14:32Z [---] followers, [--] engagements "Uranium appears to be in a bull market DONT DROP THAT SHIT" [X Link](https://x.com/BenFranksAltEgo/status/1701967517722300720) 2023-09-13T14:34Z [---] followers, [--] engagements "@AggieCapitalist The great depression lmao" [X Link](https://x.com/anyuser/status/1701980201486356827) 2023-09-13T15:24Z [--] followers, [--] engagements "$MTD Looks interesting here" [X Link](https://x.com/BenFranksAltEgo/status/1702017414701973539) 2023-09-13T17:52Z [----] followers, [---] engagements "@hiddensmallcaps Did they find your Great Great Grandfathers original $KO shares or something" [X Link](https://x.com/BenFranksAltEgo/status/1702684667810357248) 2023-09-15T14:03Z [----] followers, [---] engagements "We held our first Angelman Syndrome Fundraiser for our daughter this weekend. Proud to say we raised over $14000 for critical research and support for these kids #CureAngelmans #Angelmansyndrome" [X Link](https://x.com/BenFranksAltEgo/status/1703571601160122385) 2023-09-18T00:48Z [----] followers, [---] engagements "Had no idea $SN was doing 4B in sales. We have like [--] products from them. Probably should just buy the stock" [X Link](https://x.com/BenFranksAltEgo/status/1704227503332532510) 2023-09-19T20:14Z [----] followers, [---] engagements "$VNO up a cool 100% off lows. Illegal immigrants need office space. Few understand this" [X Link](https://x.com/BenFranksAltEgo/status/1704501177436590314) 2023-09-20T14:22Z [----] followers, [---] engagements "@hiddensmallcaps I disagree with your $COST take but point taken" [X Link](https://x.com/BenFranksAltEgo/status/1704889785871958137) 2023-09-21T16:06Z [----] followers, [--] engagements "As evidenced from my feed the current market enviroment is worse than all of these combined: [--]. The Great Depression [--]. The Weimar Republic [--]. WWI WWII [--]. 2008/2009 [--]. Fall of the Roman Empire [--]. Black Monday Black Friday Black Tuesday [--]. Bubonic Plague" [X Link](https://x.com/BenFranksAltEgo/status/1707030557849272367) 2023-09-27T13:52Z [----] followers, [---] engagements "Wonderful news NIH Announces $40M Grant for Gene Editing Platform" [X Link](https://x.com/BenFranksAltEgo/status/1709207625739440333) 2023-10-03T14:03Z [----] followers, [----] engagements "$PCYG Lackluster rev growth yoy but this is a steady SaaS company inflecting into a regulatory capture environment w/0 debt imo Mr. Fields needs to retire [--] yrs old. Based on calls and overall mgmt feel I think the CFO will step into CEO role. He seems to drive the convo" [X Link](https://x.com/BenFranksAltEgo/status/1709216487607500875) 2023-10-03T14:39Z [----] followers, [---] engagements "This thing is going to $10. Volume coming in" [X Link](https://x.com/BenFranksAltEgo/status/1709281373788176666) 2023-10-03T18:56Z [----] followers, [---] engagements "If $PAR signed Chik-fil-a i'd be impressed. Burger King's food is disgusting" [X Link](https://x.com/BenFranksAltEgo/status/1709921350951883254) 2023-10-05T13:19Z [----] followers, [---] engagements "Im staying out of this one. Lets all just watch price action" [X Link](https://x.com/BenFranksAltEgo/status/1710673655238193426) 2023-10-07T15:09Z [----] followers, [---] engagements "Cant believe $GS paid 250k for this woman to speak. 🔸 YELLEN: US LIKELY TO TAKE STEPS TO ENFORCE $60/BARREL OIL - WSJ 🔸 YELLEN: US LIKELY TO TAKE STEPS TO ENFORCE $60/BARREL OIL - WSJ" [X Link](https://x.com/BenFranksAltEgo/status/1711356368165196283) 2023-10-09T12:22Z [----] followers, [---] engagements "Seems like the good people over at $BAH knew about this [--] days ago" [X Link](https://x.com/BenFranksAltEgo/status/1711421857109348730) 2023-10-09T16:42Z [----] followers, [---] engagements "Consumer staples may be taking a hit right now. But when push comes to shove you are buying those canned vegetables. $SENEA" [X Link](https://x.com/BenFranksAltEgo/status/1711424639400894940) 2023-10-09T16:53Z [---] followers, [---] engagements "$UNH These are the numbers of pure evil" [X Link](https://x.com/BenFranksAltEgo/status/1711452318141448420) 2023-10-09T18:43Z [----] followers, [---] engagements "BREAKING: OZEMPIC AND WEGVOY'S LATEST [--] PART STUDY FINDS POSITIVE RESULTS IN CURING MALE PATTERN BALDNESS AS WELL AS INCREASING PENIS SIZE BY 50% $NVO UP 40% ON NEWS" [X Link](https://x.com/BenFranksAltEgo/status/1712110910964199527) 2023-10-11T14:20Z [---] followers, [----] engagements "One microcap I continue to stalk is $POSC. Stark contrast between cardiac PET and SPECT for diagnosing Coronary Artery Disease. Also Flurpiridaz being approved nxt [--] months could be a big catalyst. https://cardiovascularbusiness.com/topics/cardiac-imaging/nuclear-cardiology/flurpiridaz-data-shows-promise-expand-and-enhance-cardiac https://cardiovascularbusiness.com/topics/cardiac-imaging/nuclear-cardiology/flurpiridaz-data-shows-promise-expand-and-enhance-cardiac" [X Link](https://x.com/BenFranksAltEgo/status/1712115457849774501) 2023-10-11T14:38Z [----] followers, [---] engagements "@forwardcap @spikesharvey @JerryCap You think GM F or TM is going to do this in house Id bet against that. This isnt like putting in floor mats" [X Link](https://x.com/BenFranksAltEgo/status/1712162488240783738) 2023-10-11T17:45Z [----] followers, [--] engagements "@forwardcap @spikesharvey @JerryCap Rivian you mean the company that just signed on with XPEL That makes no sense" [X Link](https://x.com/BenFranksAltEgo/status/1712164589335458074) 2023-10-11T17:53Z [---] followers, [---] engagements "@forwardcap @spikesharvey @JerryCap Yea I agree that this is the most valid concern that market was trying to figure out today. I think we'll have to see TSLAs execution but PPF is still in early innings and I think the TAM is much larger than just TSLA or RIVN. Hence why Toyota Camry is#1 wrapped car" [X Link](https://x.com/BenFranksAltEgo/status/1712205490707431853) 2023-10-11T20:36Z [----] followers, [--] engagements "The absolute destruction of these diabetes stocks is something else. $TNDM $PODD $DVA" [X Link](https://x.com/BenFranksAltEgo/status/1712302263568326797) 2023-10-12T03:00Z [----] followers, [---] engagements "NOKAs. $DECK Communists are awful people" [X Link](https://x.com/BenFranksAltEgo/status/1712430966323470763) 2023-10-12T11:32Z [----] followers, [---] engagements "I had no idea the global economy was dependent on people staying obese" [X Link](https://x.com/BenFranksAltEgo/status/1712447437414039707) 2023-10-12T12:37Z [---] followers, [----] engagements "Invert - What if $TSLA installs their inhouse PPF so bad that $XPEL actually gains market share because the owners have to take it to get re-wrapped @ professional installation sites. Thus increasing their share through word of mouth marketing" [X Link](https://x.com/BenFranksAltEgo/status/1712528846417793429) 2023-10-12T18:01Z [----] followers, [----] engagements "$ATVI Congrats to all the longs on this one" [X Link](https://x.com/BenFranksAltEgo/status/1712854215129706828) 2023-10-13T15:34Z [---] followers, [---] engagements "Wow suprisingly $UNH beats. I for one thought they would have missed given they reduced premiums by 20% for all Americans" [X Link](https://x.com/BenFranksAltEgo/status/1712877581752537265) 2023-10-13T17:06Z [----] followers, [---] engagements "$ANF Monthly really overbought here. I think you get run over here if you go long" [X Link](https://x.com/BenFranksAltEgo/status/1712929209671196808) 2023-10-13T20:32Z [----] followers, [---] engagements "I believe $MPTI makes the guidance chips for $RTX on the Iron Dome. Hence the current strength" [X Link](https://x.com/BenFranksAltEgo/status/1713910556690653487) 2023-10-16T13:31Z [----] followers, [---] engagements "Sometimes its hard to short this. $LULU" [X Link](https://x.com/BenFranksAltEgo/status/1713927383969914944) 2023-10-16T14:38Z [----] followers, 12.2K engagements "$PODD reading this tweet. Taking the other side of many of these GLP-1 driven selloffs is increasingly attractive. Taking the other side of many of these GLP-1 driven selloffs is increasingly attractive" [X Link](https://x.com/BenFranksAltEgo/status/1713934352088699146) 2023-10-16T15:06Z [----] followers, [---] engagements "Love $COST but their delivery service needs a ton of work. [--] days often turns into 3-4" [X Link](https://x.com/BenFranksAltEgo/status/1714055153072967807) 2023-10-16T23:06Z [----] followers, [---] engagements "We can joke about biotech being a shit sector to invest in but this is what its all about. Behind each trial is a family that wants a normal life for their daughter son etc $rare #angelman" [X Link](https://x.com/BenFranksAltEgo/status/1714088384556093455) 2023-10-17T01:18Z [---] followers, [---] engagements "Market thinking something is here $UAA" [X Link](https://x.com/BenFranksAltEgo/status/1714277969773183297) 2023-10-17T13:51Z [----] followers, [---] engagements "@maxwellhouse99 Cant be true they only do TSLAs" [X Link](https://x.com/BenFranksAltEgo/status/1714699406862106782) 2023-10-18T17:46Z [----] followers, [--] engagements "At least [--] days hard labor and reduced rations for wearing pajamas in public. I blame $crox for this" [X Link](https://x.com/BenFranksAltEgo/status/1714785911303528600) 2023-10-18T23:29Z [----] followers, [---] engagements "Culpers report isnt a bad report but I just find the claim that $XPEL is going to lose every $TSLA owner a bit illogical. The OEM that couldnt put paint on the car is now going to put PPF on the car with the same quality" [X Link](https://x.com/BenFranksAltEgo/status/1715032693241463040) 2023-10-19T15:50Z [----] followers, [----] engagements "$PPG and Entro JV. So you takled to [--] source who is in on the JV. And they tell you that they are going to kill off $XPEL. Would they tell you otherwise if their paycheck didnt depend on it If it was neutral 3rd party I may believe the claim" [X Link](https://x.com/BenFranksAltEgo/status/1715032695376376234) 2023-10-19T15:50Z [----] followers, [----] engagements "$MRNA with a Mt. McKinley. Heading back to $30" [X Link](https://x.com/BenFranksAltEgo/status/1715102433519579275) 2023-10-19T20:27Z [----] followers, [---] engagements "$ENPH with a Mt. Mckinley. $20 next stop" [X Link](https://x.com/BenFranksAltEgo/status/1715103605185781830) 2023-10-19T20:32Z [---] followers, [---] engagements "@ShaneCompound24 Historically yes brief spike there in [----] but way below average. You get back to normalized auto sales I think XPEL will be ok" [X Link](https://x.com/BenFranksAltEgo/status/1715122328630092060) 2023-10-19T21:46Z [---] followers, [--] engagements "I recently spoke to a homeless man in Austin that said paint armor could disrput the entire PPF industry in [--] years max. $XPEL $TSLA" [X Link](https://x.com/BenFranksAltEgo/status/1715369569819164993) 2023-10-20T14:09Z [---] followers, [----] engagements "@LogicalThesis An opinion on $NVDA My brother in Christ youve come to the right place" [X Link](https://x.com/BenFranksAltEgo/status/1715400128347947351) 2023-10-20T16:10Z [----] followers, [--] engagements "@orrdavid @LogicalThesis @Waytality I know it seems like it but most people outside of fintwit(which is a large population) dont give a shit about microcaps and think theyre all penny stock pieces of shit" [X Link](https://x.com/BenFranksAltEgo/status/1715554060298813540) 2023-10-21T02:22Z [----] followers, [--] engagements "@futureformerJD I will be enforcing this law as President. We will clean up our $WMT and $DG one day at a time" [X Link](https://x.com/BenFranksAltEgo/status/1716567765010518165) 2023-10-23T21:30Z [---] followers, [--] engagements "USD/CAD looks like it wants to breakout. Does that mean Canadian housing gets more expensive" [X Link](https://x.com/BenFranksAltEgo/status/1716751109488775410) 2023-10-24T09:38Z [----] followers, [---] engagements "$EL down a cool 60% from ATH's. Probably bottom here" [X Link](https://x.com/BenFranksAltEgo/status/1716841535549903211) 2023-10-24T15:38Z [---] followers, [---] engagements "Coming for $FND" [X Link](https://x.com/BenFranksAltEgo/status/1716861105174200500) 2023-10-24T16:55Z [----] followers, [---] engagements "$RTX $MPTI Suicide drones to break up attack drones" [X Link](https://x.com/BenFranksAltEgo/status/1716885773239398911) 2023-10-24T18:34Z [---] followers, [---] engagements "$POWW Thoughts New CEO improved gross margins and seems focused on right things. Consolidation for [--] months breaking out recently on higher volume. War everywhere and need for ammo" [X Link](https://x.com/BenFranksAltEgo/status/1716892308803862594) 2023-10-24T18:59Z [---] followers, [---] engagements "GunBroker is a great asset fed police state will drive secular growth in guns and ammo for next 5-10 years" [X Link](https://x.com/BenFranksAltEgo/status/1716892637343662528) 2023-10-24T19:01Z [---] followers, [---] engagements "$CB P&C on fire. Should bode well for $ACIC no" [X Link](https://x.com/BenFranksAltEgo/status/1717172691965214780) 2023-10-25T13:34Z [----] followers, [---] engagements "$TMO $DHR Why they do us like that" [X Link](https://x.com/BenFranksAltEgo/status/1717195314547859650) 2023-10-25T15:04Z [----] followers, [----] engagements "PSA if you're a billionaire and your alma mater is a piece of garbage and supports terrorists might I suggest giving to a worthwhile org such as one working on curing Angelman Syndrome. My daughter would appreciate it @BillAckman" [X Link](https://x.com/BenFranksAltEgo/status/1717567053328978319) 2023-10-26T15:41Z [---] followers, [---] engagements "@marketplunger1 Valaris will probably use their own ships at 12k day rates" [X Link](https://x.com/BenFranksAltEgo/status/1717613200403845525) 2023-10-26T18:44Z [----] followers, [---] engagements "Suprised $DHR is still in business after yesterday" [X Link](https://x.com/BenFranksAltEgo/status/1717634128714121559) 2023-10-26T20:07Z [----] followers, [---] engagements "@Ultradeep3 @marketplunger1 Mentioned $VAL would be doing this for free given their recent 501c3 status change" [X Link](https://x.com/BenFranksAltEgo/status/1718003582438453570) 2023-10-27T20:35Z [----] followers, [---] engagements "Dont see how the market views these perks as beneficial to shareholders $F $GM Had a dream $SUP gapped up like 25% though" [X Link](https://x.com/BenFranksAltEgo/status/1718807366836105431) 2023-10-30T01:49Z [---] followers, [---] engagements "@100xCompounding @lyuryze I think the opportunity is they were hidden in a UIHC + hard market. Share issuance was not ideal but mgmt owns a great deal of the co so I would think they wouldnt dilute themselves if they didnt see a good use of the capital" [X Link](https://x.com/BenFranksAltEgo/status/1718978084378956180) 2023-10-30T13:08Z [---] followers, [--] engagements "I dont know enough about the business but [--] board members resigning at the same time from $TDG is interesting" [X Link](https://x.com/BenFranksAltEgo/status/1719016355872072171) 2023-10-30T15:40Z [----] followers, [---] engagements "$VFC Reducing dividend. I never thought they had a strong brand lineup + they layered on the rancid DEI and progressive corporate culture" [X Link](https://x.com/BenFranksAltEgo/status/1719349574362362349) 2023-10-31T13:44Z [----] followers, [---] engagements "$PAR down 35% since signing Burger King. Could be double bottom off those May lows" [X Link](https://x.com/BenFranksAltEgo/status/1719420679219761574) 2023-10-31T18:26Z [----] followers, [---] engagements "Want to say a congrats to @CulperResearch on their $XPEL short. I dont think they are right but they made money on it. I think it would be prudent to cover here. RSI in the 20's and tapping a made up line of support suggests we are headed back to the 60's and 70's" [X Link](https://x.com/BenFranksAltEgo/status/1719445223921615236) 2023-10-31T20:04Z [----] followers, [----] engagements "Wild to see a BMW and a Lambo at the $XPEL booth given 100% of their revenue is from TSLA as I understand it. Also why do they have Marine and Aircraft products Had no idea TSLA made yachts and airplanes now. Fascinating. They also put architectual film on TSLA buildings" [X Link](https://x.com/BenFranksAltEgo/status/1719875269459141105) 2023-11-02T00:33Z [----] followers, [----] engagements "$PAR Securing Burger King is a big deal imo. CEO is kinda validated here if they can execute on rollout and secure a few more enterprise logos. Could scale quickly" [X Link](https://x.com/BenFranksAltEgo/status/1720092926217482294) 2023-11-02T14:58Z [----] followers, [---] engagements "The USA is a terrible place to live at times but I cannot for the life of me see a scenario where $FCX or $SCCO proposes to build a mine in Arkansas and 80% of the country shuts down" [X Link](https://x.com/BenFranksAltEgo/status/1720178610479223101) 2023-11-02T20:38Z [----] followers, [---] engagements "$GDDY Hasnt done shit for [--] years. I drew a made up wedge here on my monthly so the price is coiling I would expect a break up/down soon. Estimates have them at like $8/sh in EBITDA next year. I dunno its pretty cheap if they can hit that number" [X Link](https://x.com/BenFranksAltEgo/status/1720194720733819292) 2023-11-02T21:42Z [----] followers, [---] engagements "Surprised Munger was positive on $FND given the fact that it's not run by a communist" [X Link](https://x.com/BenFranksAltEgo/status/1720441401542856779) 2023-11-03T14:02Z [----] followers, [---] engagements "Bought printer ink of $EBAY. 75% cheaper than $AMZN stuff" [X Link](https://x.com/BenFranksAltEgo/status/1720474481217413382) 2023-11-03T16:14Z [----] followers, [---] engagements "There is no industry on this planet I loathe more than health insurers. As president I will ensure all health insurance execs are on the front lines in our newly created mine detection unit. And we will ensure none of their claims are covered or processed" [X Link](https://x.com/BenFranksAltEgo/status/1721717887763693772) 2023-11-07T02:35Z [----] followers, [---] engagements "$CELH That growth is crazy" [X Link](https://x.com/BenFranksAltEgo/status/1721911387109085515) 2023-11-07T15:24Z [----] followers, [---] engagements "@cureangelman Raised a total of $6.5M this year thanks in part to amazing sponsors like $rare $ions and gentlemen like @iancassel @DadInvest @IgnoreNarrative @CJ0pp3l @datarade" [X Link](https://x.com/BenFranksAltEgo/status/1724407531471085991) 2023-11-14T12:42Z [----] followers, [----] engagements "@DakotasTwits @hiddensmallcaps Not according to the suits at $MS" [X Link](https://x.com/BenFranksAltEgo/status/1724507049126514776) 2023-11-14T19:18Z [----] followers, [--] engagements "@deusexdividend Are you short $CROX and $LULU" [X Link](https://x.com/BenFranksAltEgo/status/1724840781012250944) 2023-11-15T17:24Z [----] followers, [---] engagements "SInce 7/2021 $V is flat. Nice big base here. Looks ready to head towards Valhalla" [X Link](https://x.com/BenFranksAltEgo/status/1725532028085424497) 2023-11-17T15:11Z [----] followers, [---] engagements "@CapitalValor Good call man" [X Link](https://x.com/BenFranksAltEgo/status/1726968607937355843) 2023-11-21T14:19Z [----] followers, [---] engagements "Ahh yes the far right jewish nazi economist Milton Friedman" [X Link](https://x.com/BenFranksAltEgo/status/1727347551668682949) 2023-11-22T15:25Z [----] followers, [---] engagements "@CapitalValor Biotech. REITS" [X Link](https://x.com/BenFranksAltEgo/status/1727377444770881779) 2023-11-22T17:24Z [----] followers, [---] engagements "Old Buffdog killing more babies with that tax write off. Hes a sweet old grandpa. $BRKB" [X Link](https://x.com/BenFranksAltEgo/status/1727479907423297662) 2023-11-23T00:11Z [----] followers, [---] engagements "$COIN I personally thought this company was dead a while ago. Good on the market for proving me wrong" [X Link](https://x.com/BenFranksAltEgo/status/1729706181382332550) 2023-11-29T03:37Z [----] followers, [---] engagements "Seems like the CFP could expand to [--] teams and would fix the BCS problem they attempted to solve the first time. I actually dont really care tbh but the solution is pretty obvious" [X Link](https://x.com/BenFranksAltEgo/status/1731390110736793644) 2023-12-03T19:09Z [----] followers, [---] engagements "Here we go again. $SAVE $JBLU $ALK $HA" [X Link](https://x.com/BenFranksAltEgo/status/1731409998859632883) 2023-12-03T20:28Z [----] followers, [----] engagements "@futureformerJD Reminds me of the Buffett quote "You can spend [--] years buying a reputation but all it takes is [--] minutes of not donating to planned parenthood to ruin it"" [X Link](https://x.com/BenFranksAltEgo/status/1731512751300722923) 2023-12-04T03:16Z [----] followers, [----] engagements "@peter_mantas $BMY" [X Link](https://x.com/BenFranksAltEgo/status/1732050424004231459) 2023-12-05T14:52Z [----] followers, [---] engagements "$PAR Back to the price when they announced the Burger King win. Still believe that is a game changer for the company" [X Link](https://x.com/BenFranksAltEgo/status/1732415467632132253) 2023-12-06T15:03Z [----] followers, [---] engagements "Twitter/X is the best social media platform by far and its gotten better under Musk aside from the impersonator/bot issues. A lot of you are weak and cant handle free speech hence why you liked the old FBI platform" [X Link](https://x.com/BenFranksAltEgo/status/1732462007788445983) 2023-12-06T18:08Z [----] followers, [---] engagements "@BillBrewsterTBB Charile hated having wealth he actually flew in the baggage compartment from what i've read" [X Link](https://x.com/BenFranksAltEgo/status/1732781210118582701) 2023-12-07T15:16Z [----] followers, [--] engagements "$FICO seems a bit stretched here tbh" [X Link](https://x.com/BenFranksAltEgo/status/1732880552552792471) 2023-12-07T21:51Z [----] followers, [---] engagements "$TRAK Probably one of my favorite stories in the market right now. What do they do SAAS traceability+inventory mgmt for grocery and food dist/retail Why do I like it FDA begins enforcement of FSMA [---] in [----] and this company is going to be most retailers first call" [X Link](https://x.com/BenFranksAltEgo/status/1732901728826089653) 2023-12-07T23:15Z [----] followers, [---] engagements "90% of their revenues are recurring. They have a rock solid balance sheet. They convert 40% of their revs into FCF. Small dividend+buying back shares in the market" [X Link](https://x.com/BenFranksAltEgo/status/1732901731476906245) 2023-12-07T23:15Z [----] followers, [--] engagements "$GDDY Longs have been waiting for this b/o for years" [X Link](https://x.com/BenFranksAltEgo/status/1734233503229718983) 2023-12-11T15:27Z [----] followers, [---] engagements "Lmao the #1 university in our nation hired a plagiarizing racist anti-Semitic bozo to lead them. Says a lot about where we are" [X Link](https://x.com/BenFranksAltEgo/status/1734403550506033297) 2023-12-12T02:43Z [----] followers, [---] engagements "Would love to punch $TPL's mgmt in the balls for wanting to increase shares" [X Link](https://x.com/BenFranksAltEgo/status/1735318674104365429) 2023-12-14T15:19Z [----] followers, [---] engagements "@LogicalThesis $TRAK Regulatory capture into [----] and beyond" [X Link](https://x.com/BenFranksAltEgo/status/1735413296952737945) 2023-12-14T21:35Z [----] followers, [---] engagements "@LogicalThesis Market is starting to figure out that they will be able to capture a large stable/recurring cash flow from that law going into effect" [X Link](https://x.com/BenFranksAltEgo/status/1735420157894504451) 2023-12-14T22:03Z [----] followers, [--] engagements "@KlendathuCap Private Equity sandwich monopoly" [X Link](https://x.com/BenFranksAltEgo/status/1735451891134247344) 2023-12-15T00:09Z [----] followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@BenFranksAltEgo Who's going to carry the logsWho's going to carry the logs posts on X about $clpt, $idr, $par, $cost the most. They currently have [-----] followers and [----] posts still getting attention that total [-------] engagements in the last [--] hours.
Social category influence stocks finance cryptocurrencies technology brands countries currencies automotive brands fashion brands social networks celebrities
Social topic influence $clpt, $idr, $par, $cost, money, $val, $deck, debt, $qure, $xpel
Top accounts mentioned or mentioned by @logicalthesis @marketplunger1 @blondesnmoney @goforgrubes2 @hiddensmallcaps @waterworldcapi1 @pythiar @jasongreenwal12 @jerrycap @fundasyinvestor @bichonredux @biohazard3737 @sharpeshark @klendathucap @maxwellhouse99 @deepsailcapital @aggiecapitalist @orrdavid @100xcompounding @thehurrycane1
Top assets mentioned Costco Hot Dog (COST) Validity (VAL) Deckers Outdoor, Corp. (DECK) uniQure N.V. (QURE) Ubiquiti, Inc. (UI) Texas Pacific Land, Corp. (TPL) Tesla, Inc. (TSLA) Crocs, Inc. (CROX) UnitedHealth Group (UNH) Noble Corporation (NE) Gentex Corp (GNTX) Johnson & Johnson (JNJ) Snap, Inc. (SNAP) TransMedics Group, Inc. Common Stock (TMDX) SPDR S&P [---] ETF Trust (SPY) NVIDIA Corp. (NVDA) Transocean LTD. (RIG) Spectrum Brands Holdings, Inc. (SPB) Beldex (BDX) American Eagle Outfitters (AEO) PolkaBridge (PBR) Eli Lilly and Company (LLY) Alphabet Inc Class A (GOOGL) Sigma Lithium Corporation Common Shares (SGML) Euronet Worldwide Inc (EEFT) Magnite, Inc. Common Stock (MGNI) Axon Enterprise, Inc. (AXON) Coca-Cola Co (KO) Kroger Co (KR) Autozone Inc (AZO) Metadium (META) SuperRare (RARE) Ionis Pharmaceuticals, Inc. Common Stock (IONS) Celsius Holdings, Inc. Common Stock (CELH) Charles River Laboratories Intl. Inc (CRL) GammaSwap (GS) Lululemon Athletica Inc (LULU) Amazon.com, Inc. (AMZN) Interactive Brokers Group, Inc. (IBKR) Braskem S.A. American Depositary Shares (BAK) Okeanis Eco Tankers Corp. (ECO) ProFrac Holding Corp. (ACDC) Flowers Foods, Inc. (FLO) Twist Bioscience Corporation Common Stock (TWST) Mario Coin (COIN) PayPal Holdings Inc (PYPL) Novo-Nordisk (NVO) Abercrombie & Fitch Co. (ANF) Monster Beverage Corp (MNST) Elevance Health Inc (ELV) JOE (JOE) Alpha Metallurgical Resources, Inc. (AMR) Tempus AI, Inc. (TEM) Align Technology, Inc. (ALGN) Old Dominion Freight Line Inc (ODFL) Liquidia Corporation Common Stock (LQDA) Lithium Americas Corp. Common Shares (LAC) Finch Therapeutics Group, Inc. (FNCH) Apple, Inc. (AAPL) Walmart, Inc. (WMT)
Top posts by engagements in the last [--] hours
"$VAL looks ready. Fund ownership has doubled since last year"
X Link 2022-08-29T14:36Z [----] followers, [--] engagements
"$CSGP Didnt see any news on this one Why the gap up"
X Link 2022-09-07T12:49Z [----] followers, [--] engagements
"NY/NYC needs [--] years of hardcore Republican Gov/Mayoral and DA rule. $VNO would be $125 a share"
X Link 2022-10-19T14:28Z [----] followers, [--] engagements
"Dumpster diving with $MX for reflex trade"
X Link 2022-10-28T20:23Z [----] followers, [--] engagements
"Would like to see $PBR undercut that [-----] and reverse"
X Link 2022-11-10T15:04Z [----] followers, [--] engagements
"Fought hard today on the screen. Was tough but the calloused hands and bloody face are what you get when you step into the Colosseum"
X Link 2022-11-25T18:57Z [----] followers, [--] engagements
"$ARCO The $MCD franchisor in Brazil and Argentina. Monthly chart looks great with [--] MA turning up slightly. Weekly is converging on all MA's and bouncing off 30WK line"
X Link 2022-12-19T23:06Z [----] followers, [---] engagements
"$PBR Brazilian Senate may put this to a vote tomorrow. https://news.yahoo.com/petrobras-sinks-brazil-moves-ease-174724694.html https://news.yahoo.com/petrobras-sinks-brazil-moves-ease-174724694.html"
X Link 2022-12-20T20:27Z [----] followers, [---] engagements
"$TPL management 🤡. Literally all you have to do is cut checks go build your empire somewhere else. 1/x) Bloomberg News article on $TPL. CC: @gammatime @ATG_Capital @business https://t.co/s8MwpA1rzD 1/x) Bloomberg News article on $TPL. CC: @gammatime @ATG_Capital @business https://t.co/s8MwpA1rzD"
X Link 2022-12-27T15:11Z [----] followers, [---] engagements
"$BTU $CEIX $ARCH"
X Link 2022-12-28T15:36Z [----] followers, [---] engagements
"@KlendathuCap Security $AXON $MSA"
X Link 2023-01-03T20:17Z [----] followers, [---] engagements
"Went through some Dow Jones names on a [--] second look of historical valuations on a P/EBITDA basis. Longs: $MMM $V $VZ $WBA Shorts: $HON $CAT $MCD $NKE $WMT $AAPL Meh: $JNJ $PG $MRK $KO $MSFT"
X Link 2023-01-08T13:05Z [----] followers, [---] engagements
"$TDG Looks coiled on the monthly as well"
X Link 2023-01-11T21:37Z [----] followers, [---] engagements
"Kinda wish more companies paid out yields like $PBR"
X Link 2023-01-12T02:04Z [----] followers, [---] engagements
"$ABNB I just dont get it sometimes"
X Link 2023-01-21T21:07Z [----] followers, [---] engagements
"$PGR saved me 50% on my auto and home vs Nationwide Whoa"
X Link 2023-01-22T22:26Z [----] followers, [---] engagements
"$GTX character change here as it did not dump into the mid 5's"
X Link 2023-01-26T19:00Z [----] followers, [---] engagements
"Bellwether reports tomorrow $GNTX. Usually a great barometer on autos. Looking at sympathy plays $SUP $GTX"
X Link 2023-01-26T19:24Z [----] followers, [---] engagements
"$GEO looks good here"
X Link 2023-01-31T16:36Z [----] followers, [---] engagements
"$GEO "Arent the numbers pretty ridiculously conservative" "We think they're conservative but no ridiculously so." Lol"
X Link 2023-02-14T23:24Z [----] followers, [---] engagements
"$VFC why is this getting smoked last [--] years"
X Link 2023-02-23T15:36Z [----] followers, [---] engagements
"Dividend yields are a good way to see what is overvalued/undervalued if looking to swing into historical dividend players slingshot effect on these. For instance $HAS looks attractive at 5% yield vs say $EMR at 2.5%. $EMR would be attractive at 3.3% yield historically"
X Link 2023-02-27T12:59Z [----] followers, [---] engagements
"So take $PPG yield around 2% is attractive sell when yield is 1.3%. $SHW Buying when yield over 1.5% selling when yield is under .75% Geraldine Weiss wrote about this. Ive found it a good exercise to keep it sane on blue chip LT dividend payers"
X Link 2023-02-27T16:12Z [----] followers, [---] engagements
"RSI is fairly oversold. Not a recommendation. Daily/Monthly $VNO"
X Link 2023-03-19T01:50Z [----] followers, [---] engagements
"$AAP starting to look interesting"
X Link 2023-03-27T13:34Z [----] followers, [---] engagements
"$MCK Weekly. I think this goes to $270 before it goes to $400"
X Link 2023-03-28T18:22Z [----] followers, [---] engagements
"$VNO Dont mind repos vs dividends. Although I often like companies that can do both at the same time but this isnt end of days here"
X Link 2023-04-27T11:43Z [----] followers, [---] engagements
"$STLD Monthly rolling over"
X Link 2023-05-02T14:40Z [----] followers, [---] engagements
"$PCYG $KR $SFM Most retailers have until 1/20/2026 to comply with the Food Traceability Rules. Great tailwind for this microcap. CFO on last call "I personally believe our stock is undervalued so we're buying the stock back""
X Link 2023-05-22T14:41Z [----] followers, [---] engagements
"Russell [----] reconstitution list is out. Some names i've followed will be added $SMTI $CLPT $SMLR $CCRD $ELA $GENC $HNRG $KLXE $PX $PNRG Some of these are really low float"
X Link 2023-05-22T15:17Z [----] followers, 11.1K engagements
"There is a business called $COIN that you can short instead of $NVDA. Or $w or $run or any other shitty cash burning dumpster"
X Link 2023-05-25T00:06Z [----] followers, [---] engagements
"@thehurrycane1 $TSLA is on mine. Technicals line up right now"
X Link 2023-05-25T01:14Z [----] followers, [--] engagements
"@willis_cap You could do that or just short $BURL guiding for $6 in eps. Should be a $100-120 stock"
X Link 2023-05-25T12:49Z [----] followers, [---] engagements
"$WYNN I changed my mind after reviewing last Q's numbers and continued weakness technically. Short with [---] as stop"
X Link 2023-05-25T14:10Z [----] followers, [---] engagements
"$DG looks like a swing here on double bottom"
X Link 2023-05-30T16:11Z [----] followers, [--] engagements
"Nobody ever talks about $DPZ anymore. Best performing stock of the last decade. Monthly H&S. $150 incoming"
X Link 2023-05-30T17:46Z [----] followers, [---] engagements
"@KlendathuCap $COST actually broke this down by investor type and found that value investors buy canned chicken regardless of bull or bear markets"
X Link 2023-05-30T19:19Z [----] followers, [---] engagements
"Was wrong on this. Divy cut. Better probably to just buy $AZO and $ORLY. Another one $AAP. I haven't seen their yield this high in a while due to their dividend increase. Id guess bottom would be a 6% yield around $100/share. Another one $AAP. I haven't seen their yield this high in a while due to their dividend increase. Id guess bottom would be a 6% yield around $100/share"
X Link 2023-05-31T18:24Z [----] followers, [---] engagements
"Lot of crap names running higher. $W $CVNA $COIN"
X Link 2023-06-01T15:00Z [----] followers, [---] engagements
"Recently heard that some execs from $BBWI take the companies private jet to get their nails done in certain cities. Stuff like that makes me want to instantly go short the company"
X Link 2023-06-05T13:36Z [----] followers, [---] engagements
"Think $COIN is going to get their shit pushed in here. Thought they'd rip to the upside gap of [--]. Binance news may have halted that. Close below [--] day moving average on volume I would think higher probability it goes lower"
X Link 2023-06-05T15:47Z [----] followers, [--] engagements
"$AAPL Biggest use case I see for the majority of users is porn unfortunately. You get to immerse yourself with pixelated strangers banging each other. Thanks Tim"
X Link 2023-06-06T02:27Z [----] followers, [---] engagements
""Mom I'm was just using the Vision Pro to play call of duty I swear." $AAPL"
X Link 2023-06-06T14:02Z [----] followers, [--] engagements
"Commodity names are turning up on my weekly charts. $CNX $RRC $EQT $RIG $CNQ $PBR Rotation w/pullback in megacap tech"
X Link 2023-06-07T18:56Z [----] followers, [---] engagements
"Golfers playing for LIV is a bridge to far but you're a shareholder of $LMT $NOC and $RTX which supply all their defense systems. 🤓🤡"
X Link 2023-06-07T20:55Z [----] followers, [---] engagements
"$COIN Looking at gap fill at $55.75 or $57 which would be 10EMA to add to short"
X Link 2023-06-08T14:53Z [----] followers, [---] engagements
"Why the F do I need to clip a digital coupon Cant we just preload these coupons on to my Kroger card every Sunday $KR"
X Link 2023-06-11T20:57Z [----] followers, [---] engagements
"$META This company sucks sometimes. A shocking report by the Wall Street Journal reveals Instagram's algorithm directs pedophiles to child sexual abuse material (CSAM). Read more here: https://t.co/8HdtXtw0Ll A shocking report by the Wall Street Journal reveals Instagram's algorithm directs pedophiles to child sexual abuse material (CSAM). Read more here: https://t.co/8HdtXtw0Ll"
X Link 2023-06-13T01:29Z [----] followers, [---] engagements
"$LLY is an animal"
X Link 2023-06-15T15:52Z [----] followers, [--] engagements
"@futureformerJD Thanks $RARE and $IONS still have their trials so I suspect Roche maybe saw their data and it wasnt looking great for them to continue"
X Link 2023-06-21T18:46Z [----] followers, [---] engagements
"Roche pulled their Angelman Trial. The actual progress by patients in this ASO trial was remarkable. I've talked to several parents these kids were signing talking climbing. Making huge progress. Roche said it didnt meet their interal endpoints. BS. Good news for $RARE"
X Link 2023-06-22T15:51Z [----] followers, [---] engagements
"@sinstockpapi Replace $MO with $XPEL"
X Link 2023-06-24T00:28Z [----] followers, [---] engagements
"Running shoe inflation is still above 2%"
X Link 2023-06-26T02:06Z [----] followers, [---] engagements
"$COIN touching 180MA. Watching for double top at [--] Gap @ [--] risk is its squeezed to that"
X Link 2023-06-26T13:55Z [----] followers, [---] engagements
"$UBER is really strong. Nobody selling"
X Link 2023-06-26T14:55Z [----] followers, [---] engagements
"$TPL Starting to look interesting here"
X Link 2023-06-29T15:16Z [---] followers, [---] engagements
"New tracking position. $POSC "F-flurpiridaz can diagnose coronary artery disease (CAD) in obese patients with a higher sensitivity and specificity compared to SPECT myocardial perfusion imaging (MPI)" PET is cheaper & more accurate. Pink sheets Low float. No recommendation"
X Link 2023-06-30T15:28Z [----] followers, [---] engagements
"Honestly dont get some of these valuations right now. $ROL"
X Link 2023-07-03T17:14Z [----] followers, [---] engagements
"$TPL wants to increase their authorized shares from [-------] to [--------] bc Tyler Glover wants the ability to do acquisitions. Who the F is Tyler Glover. This company doesnt seem to be broke and in need of fixing. Get this f'n guy out"
X Link 2023-07-05T16:22Z [----] followers, [----] engagements
"The $TPL mgmt reminds me of when Lawrence Taylor had to explain to Willy Beamen that hes not bigger than the game. Dont F with the mailbox money"
X Link 2023-07-07T12:04Z [---] followers, [---] engagements
"You cannot trade microcaps like their $JNJ. $POSC down 15% and up 15% on two [---] share trades this morning"
X Link 2023-07-07T19:23Z [----] followers, [---] engagements
"@SubprimeShaman Im guessing west coast They are good friends and we brought another dish that they ate just didnt like watermelon the greatest summer fruit known to man"
X Link 2023-07-09T01:25Z [---] followers, [--] engagements
"One of my good friends has publicly made fun of my kid twice after I told him to stop the first time. Its times like these I wish I didnt grow up where I did bc my first instinct is to punch him in his face"
X Link 2023-07-10T10:17Z [----] followers, [----] engagements
"Its ridiculous. I see your op margins $DECK"
X Link 2023-07-09T23:32Z [----] followers, [---] engagements
"@Dickie_Esquire I hear you that's what's so disappointing about it"
X Link 2023-07-10T01:42Z [----] followers, [---] engagements
"Im looking at charts last night. On my radar. $AU $TLRY $RNG $VTNR $RIG $DNN Gold uranium some junk some oil services all look like they are setting up. Marijuana has periods of ripping the tits off. Schumer talking about safe banking could be catalyst"
X Link 2023-07-11T19:34Z [----] followers, [---] engagements
"@datarade $TPL"
X Link 2023-07-12T12:54Z [----] followers, [---] engagements
"$PBR JUST IN - Brazil's leftist President Lula da Silva signed a decree to limit civilian access to firearms AFP JUST IN - Brazil's leftist President Lula da Silva signed a decree to limit civilian access to firearms AFP"
X Link 2023-07-22T02:24Z [----] followers, [---] engagements
"Not worried about $DHR earnings bc they are a good company. Thats how compounders work"
X Link 2023-07-25T14:55Z [----] followers, [--] engagements
"$CLPT Tough one to own. Monthly mid bolllinger has acted as resistance. Revs are growing nicely no debt 20% of MC is cash but med device is tough space. Slow adoption lot of regs trials get canceled not enough neurosurgeons etc. Earnings Aug 8th"
X Link 2023-07-31T14:32Z [----] followers, [----] engagements
"ZYN volume growth since [----] is f'n impressive"
X Link 2023-08-02T07:52Z [----] followers, [----] engagements
"$CELH wow that $PEP deal. Congrats to all longs out there"
X Link 2023-08-09T02:48Z [----] followers, [---] engagements
"They reaffirmed guidance. Id like to see Joe buy some stock at some point. Revs arent growing as fast as Id like but the biz isnt 30x ev/s as it was [--] years ago. Steady growth and the biologics piece is 2nd innings here. $CRL reports today too. Big partner there"
X Link 2023-08-09T13:36Z [----] followers, [----] engagements
"Rotation happening $VET $RIG $OXY $TPL"
X Link 2023-08-09T13:47Z [----] followers, [---] engagements
"Daughter just turned [--] months. Time feels like an hourglass with her not being in a clinical trial. Everyday is one less day that she isnt receiving the proteins that are responsible for developing the proper synapses in her brain. Gotta continue the fight though"
X Link 2023-08-11T12:17Z [----] followers, [---] engagements
"ASO's seems to be very promising from a safety and tolerability standpoint. We are praying we can get her into either $RARE or $IONS trial. ASOs are inserted via spinal tap every 3-4 months under anesthesia so I dont know how sustainable or long term that therapy would be"
X Link 2023-08-11T12:55Z [----] followers, [---] engagements
"TIL in [----] $EBAY sold their 19% stake in $MELI Would be worth 50% of their market cap now"
X Link 2023-08-11T17:30Z [----] followers, [--] engagements
"$UAA Market has tried to punch this below $7 on [--] occasions the last [--] years. Does the brand have some value Maybe.styles come and go out of favor - See $CROX. Margins are middle of the road would like to see some improvement there. $NKE is 45x their size in terms of MC"
X Link 2023-08-11T17:47Z [----] followers, [---] engagements
"Howard Marks $GTX to 5% of his portfolio is interesting"
X Link 2023-08-15T15:31Z [----] followers, [---] engagements
"@maxwellhouse99 @DeepSailCapital No just ours lol"
X Link 2023-08-15T18:33Z [----] followers, [---] engagements
"@hiddensmallcaps You like $UAA here Im stalking it"
X Link 2023-08-15T18:46Z [---] followers, [--] engagements
"@LogicalThesis @TrentBlair19 Look at $LVS chart in 08/09"
X Link 2023-08-15T23:57Z [---] followers, [---] engagements
"Boring trade but has worked in past $PEP"
X Link 2023-08-21T15:38Z [----] followers, [---] engagements
"$DKS Mentioning increased shrink in their earnings release"
X Link 2023-08-22T12:46Z [---] followers, [---] engagements
"@thomasgerlach Thought about that for a brief second but $ORLY on the short side is not worth the mental ammo"
X Link 2023-08-22T17:24Z [---] followers, [--] engagements
"$ILMN Looks like its going to fall off a cliff here. An abrupt resignation by a CEO on a 25B company is not great. @nongaap is deep on this company. Fascinating stuff"
X Link 2023-08-24T13:56Z [----] followers, [---] engagements
"At this rate $DINO or $PBF will be buying all of $VTNR for around $500 EV"
X Link 2023-08-24T16:18Z [----] followers, [---] engagements
"Pickleball on TV while being sponsored by Crocs is equivalent to the sacking of Rome"
X Link 2023-08-25T01:54Z [----] followers, [---] engagements
"If you had 70B would you buy $PYPL"
X Link 2023-08-26T15:39Z [----] followers, [--] engagements
"Investing with the Great Uncle would have been a slightly better bet. $brkb $boc"
X Link 2023-08-26T15:50Z [----] followers, [----] engagements
"Bottom in on $UI"
X Link 2023-08-28T15:21Z [----] followers, [---] engagements
"Figured Munger would have bought $CPRT by now"
X Link 2023-08-29T02:17Z [---] followers, [---] engagements
"Also $IDXX featuring this now. Get some traction here. $VNRX"
X Link 2023-08-30T14:37Z [----] followers, [---] engagements
"China sucks and their real estate is imploding and will never overtake the US GDP but China names are very strong on my screens. So thats weird. $xpev $tigr $futu $pdd $lkncy"
X Link 2023-09-06T17:27Z [----] followers, [--] engagements
"@thehurrycane1 I dont think I have ever had a good berry delivery from $KR. We have resorted to $COST on that. Superior fruit in that category"
X Link 2023-09-08T13:24Z [----] followers, [--] engagements
"@DakotasTwits Im sure mgmt will address it as needed. Its not like the biz is dying. Im sure $CRL or another partner could infuse $$ as needed"
X Link 2023-09-08T15:28Z [----] followers, [---] engagements
"$COST This is the greatest business in the world tbh. I mean every time I come here it gets better and better. Must be something in the water"
X Link 2023-09-10T18:45Z [----] followers, [---] engagements
"Deion Sanders once said a crackhead named Junebug was the most athletic guy he ever competed against. cc @EdLatimore"
X Link 2023-09-13T14:32Z [---] followers, [--] engagements
"Uranium appears to be in a bull market DONT DROP THAT SHIT"
X Link 2023-09-13T14:34Z [---] followers, [--] engagements
"@AggieCapitalist The great depression lmao"
X Link 2023-09-13T15:24Z [--] followers, [--] engagements
"$MTD Looks interesting here"
X Link 2023-09-13T17:52Z [----] followers, [---] engagements
"@hiddensmallcaps Did they find your Great Great Grandfathers original $KO shares or something"
X Link 2023-09-15T14:03Z [----] followers, [---] engagements
"We held our first Angelman Syndrome Fundraiser for our daughter this weekend. Proud to say we raised over $14000 for critical research and support for these kids #CureAngelmans #Angelmansyndrome"
X Link 2023-09-18T00:48Z [----] followers, [---] engagements
"Had no idea $SN was doing 4B in sales. We have like [--] products from them. Probably should just buy the stock"
X Link 2023-09-19T20:14Z [----] followers, [---] engagements
"$VNO up a cool 100% off lows. Illegal immigrants need office space. Few understand this"
X Link 2023-09-20T14:22Z [----] followers, [---] engagements
"@hiddensmallcaps I disagree with your $COST take but point taken"
X Link 2023-09-21T16:06Z [----] followers, [--] engagements
"As evidenced from my feed the current market enviroment is worse than all of these combined: [--]. The Great Depression [--]. The Weimar Republic [--]. WWI WWII [--]. 2008/2009 [--]. Fall of the Roman Empire [--]. Black Monday Black Friday Black Tuesday [--]. Bubonic Plague"
X Link 2023-09-27T13:52Z [----] followers, [---] engagements
"Wonderful news NIH Announces $40M Grant for Gene Editing Platform"
X Link 2023-10-03T14:03Z [----] followers, [----] engagements
"$PCYG Lackluster rev growth yoy but this is a steady SaaS company inflecting into a regulatory capture environment w/0 debt imo Mr. Fields needs to retire [--] yrs old. Based on calls and overall mgmt feel I think the CFO will step into CEO role. He seems to drive the convo"
X Link 2023-10-03T14:39Z [----] followers, [---] engagements
"This thing is going to $10. Volume coming in"
X Link 2023-10-03T18:56Z [----] followers, [---] engagements
"If $PAR signed Chik-fil-a i'd be impressed. Burger King's food is disgusting"
X Link 2023-10-05T13:19Z [----] followers, [---] engagements
"Im staying out of this one. Lets all just watch price action"
X Link 2023-10-07T15:09Z [----] followers, [---] engagements
"Cant believe $GS paid 250k for this woman to speak. 🔸 YELLEN: US LIKELY TO TAKE STEPS TO ENFORCE $60/BARREL OIL - WSJ 🔸 YELLEN: US LIKELY TO TAKE STEPS TO ENFORCE $60/BARREL OIL - WSJ"
X Link 2023-10-09T12:22Z [----] followers, [---] engagements
"Seems like the good people over at $BAH knew about this [--] days ago"
X Link 2023-10-09T16:42Z [----] followers, [---] engagements
"Consumer staples may be taking a hit right now. But when push comes to shove you are buying those canned vegetables. $SENEA"
X Link 2023-10-09T16:53Z [---] followers, [---] engagements
"$UNH These are the numbers of pure evil"
X Link 2023-10-09T18:43Z [----] followers, [---] engagements
"BREAKING: OZEMPIC AND WEGVOY'S LATEST [--] PART STUDY FINDS POSITIVE RESULTS IN CURING MALE PATTERN BALDNESS AS WELL AS INCREASING PENIS SIZE BY 50% $NVO UP 40% ON NEWS"
X Link 2023-10-11T14:20Z [---] followers, [----] engagements
"One microcap I continue to stalk is $POSC. Stark contrast between cardiac PET and SPECT for diagnosing Coronary Artery Disease. Also Flurpiridaz being approved nxt [--] months could be a big catalyst. https://cardiovascularbusiness.com/topics/cardiac-imaging/nuclear-cardiology/flurpiridaz-data-shows-promise-expand-and-enhance-cardiac https://cardiovascularbusiness.com/topics/cardiac-imaging/nuclear-cardiology/flurpiridaz-data-shows-promise-expand-and-enhance-cardiac"
X Link 2023-10-11T14:38Z [----] followers, [---] engagements
"@forwardcap @spikesharvey @JerryCap You think GM F or TM is going to do this in house Id bet against that. This isnt like putting in floor mats"
X Link 2023-10-11T17:45Z [----] followers, [--] engagements
"@forwardcap @spikesharvey @JerryCap Rivian you mean the company that just signed on with XPEL That makes no sense"
X Link 2023-10-11T17:53Z [---] followers, [---] engagements
"@forwardcap @spikesharvey @JerryCap Yea I agree that this is the most valid concern that market was trying to figure out today. I think we'll have to see TSLAs execution but PPF is still in early innings and I think the TAM is much larger than just TSLA or RIVN. Hence why Toyota Camry is#1 wrapped car"
X Link 2023-10-11T20:36Z [----] followers, [--] engagements
"The absolute destruction of these diabetes stocks is something else. $TNDM $PODD $DVA"
X Link 2023-10-12T03:00Z [----] followers, [---] engagements
"NOKAs. $DECK Communists are awful people"
X Link 2023-10-12T11:32Z [----] followers, [---] engagements
"I had no idea the global economy was dependent on people staying obese"
X Link 2023-10-12T12:37Z [---] followers, [----] engagements
"Invert - What if $TSLA installs their inhouse PPF so bad that $XPEL actually gains market share because the owners have to take it to get re-wrapped @ professional installation sites. Thus increasing their share through word of mouth marketing"
X Link 2023-10-12T18:01Z [----] followers, [----] engagements
"$ATVI Congrats to all the longs on this one"
X Link 2023-10-13T15:34Z [---] followers, [---] engagements
"Wow suprisingly $UNH beats. I for one thought they would have missed given they reduced premiums by 20% for all Americans"
X Link 2023-10-13T17:06Z [----] followers, [---] engagements
"$ANF Monthly really overbought here. I think you get run over here if you go long"
X Link 2023-10-13T20:32Z [----] followers, [---] engagements
"I believe $MPTI makes the guidance chips for $RTX on the Iron Dome. Hence the current strength"
X Link 2023-10-16T13:31Z [----] followers, [---] engagements
"Sometimes its hard to short this. $LULU"
X Link 2023-10-16T14:38Z [----] followers, 12.2K engagements
"$PODD reading this tweet. Taking the other side of many of these GLP-1 driven selloffs is increasingly attractive. Taking the other side of many of these GLP-1 driven selloffs is increasingly attractive"
X Link 2023-10-16T15:06Z [----] followers, [---] engagements
"Love $COST but their delivery service needs a ton of work. [--] days often turns into 3-4"
X Link 2023-10-16T23:06Z [----] followers, [---] engagements
"We can joke about biotech being a shit sector to invest in but this is what its all about. Behind each trial is a family that wants a normal life for their daughter son etc $rare #angelman"
X Link 2023-10-17T01:18Z [---] followers, [---] engagements
"Market thinking something is here $UAA"
X Link 2023-10-17T13:51Z [----] followers, [---] engagements
"@maxwellhouse99 Cant be true they only do TSLAs"
X Link 2023-10-18T17:46Z [----] followers, [--] engagements
"At least [--] days hard labor and reduced rations for wearing pajamas in public. I blame $crox for this"
X Link 2023-10-18T23:29Z [----] followers, [---] engagements
"Culpers report isnt a bad report but I just find the claim that $XPEL is going to lose every $TSLA owner a bit illogical. The OEM that couldnt put paint on the car is now going to put PPF on the car with the same quality"
X Link 2023-10-19T15:50Z [----] followers, [----] engagements
"$PPG and Entro JV. So you takled to [--] source who is in on the JV. And they tell you that they are going to kill off $XPEL. Would they tell you otherwise if their paycheck didnt depend on it If it was neutral 3rd party I may believe the claim"
X Link 2023-10-19T15:50Z [----] followers, [----] engagements
"$MRNA with a Mt. McKinley. Heading back to $30"
X Link 2023-10-19T20:27Z [----] followers, [---] engagements
"$ENPH with a Mt. Mckinley. $20 next stop"
X Link 2023-10-19T20:32Z [---] followers, [---] engagements
"@ShaneCompound24 Historically yes brief spike there in [----] but way below average. You get back to normalized auto sales I think XPEL will be ok"
X Link 2023-10-19T21:46Z [---] followers, [--] engagements
"I recently spoke to a homeless man in Austin that said paint armor could disrput the entire PPF industry in [--] years max. $XPEL $TSLA"
X Link 2023-10-20T14:09Z [---] followers, [----] engagements
"@LogicalThesis An opinion on $NVDA My brother in Christ youve come to the right place"
X Link 2023-10-20T16:10Z [----] followers, [--] engagements
"@orrdavid @LogicalThesis @Waytality I know it seems like it but most people outside of fintwit(which is a large population) dont give a shit about microcaps and think theyre all penny stock pieces of shit"
X Link 2023-10-21T02:22Z [----] followers, [--] engagements
"@futureformerJD I will be enforcing this law as President. We will clean up our $WMT and $DG one day at a time"
X Link 2023-10-23T21:30Z [---] followers, [--] engagements
"USD/CAD looks like it wants to breakout. Does that mean Canadian housing gets more expensive"
X Link 2023-10-24T09:38Z [----] followers, [---] engagements
"$EL down a cool 60% from ATH's. Probably bottom here"
X Link 2023-10-24T15:38Z [---] followers, [---] engagements
"Coming for $FND"
X Link 2023-10-24T16:55Z [----] followers, [---] engagements
"$RTX $MPTI Suicide drones to break up attack drones"
X Link 2023-10-24T18:34Z [---] followers, [---] engagements
"$POWW Thoughts New CEO improved gross margins and seems focused on right things. Consolidation for [--] months breaking out recently on higher volume. War everywhere and need for ammo"
X Link 2023-10-24T18:59Z [---] followers, [---] engagements
"GunBroker is a great asset fed police state will drive secular growth in guns and ammo for next 5-10 years"
X Link 2023-10-24T19:01Z [---] followers, [---] engagements
"$CB P&C on fire. Should bode well for $ACIC no"
X Link 2023-10-25T13:34Z [----] followers, [---] engagements
"$TMO $DHR Why they do us like that"
X Link 2023-10-25T15:04Z [----] followers, [----] engagements
"PSA if you're a billionaire and your alma mater is a piece of garbage and supports terrorists might I suggest giving to a worthwhile org such as one working on curing Angelman Syndrome. My daughter would appreciate it @BillAckman"
X Link 2023-10-26T15:41Z [---] followers, [---] engagements
"@marketplunger1 Valaris will probably use their own ships at 12k day rates"
X Link 2023-10-26T18:44Z [----] followers, [---] engagements
"Suprised $DHR is still in business after yesterday"
X Link 2023-10-26T20:07Z [----] followers, [---] engagements
"@Ultradeep3 @marketplunger1 Mentioned $VAL would be doing this for free given their recent 501c3 status change"
X Link 2023-10-27T20:35Z [----] followers, [---] engagements
"Dont see how the market views these perks as beneficial to shareholders $F $GM Had a dream $SUP gapped up like 25% though"
X Link 2023-10-30T01:49Z [---] followers, [---] engagements
"@100xCompounding @lyuryze I think the opportunity is they were hidden in a UIHC + hard market. Share issuance was not ideal but mgmt owns a great deal of the co so I would think they wouldnt dilute themselves if they didnt see a good use of the capital"
X Link 2023-10-30T13:08Z [---] followers, [--] engagements
"I dont know enough about the business but [--] board members resigning at the same time from $TDG is interesting"
X Link 2023-10-30T15:40Z [----] followers, [---] engagements
"$VFC Reducing dividend. I never thought they had a strong brand lineup + they layered on the rancid DEI and progressive corporate culture"
X Link 2023-10-31T13:44Z [----] followers, [---] engagements
"$PAR down 35% since signing Burger King. Could be double bottom off those May lows"
X Link 2023-10-31T18:26Z [----] followers, [---] engagements
"Want to say a congrats to @CulperResearch on their $XPEL short. I dont think they are right but they made money on it. I think it would be prudent to cover here. RSI in the 20's and tapping a made up line of support suggests we are headed back to the 60's and 70's"
X Link 2023-10-31T20:04Z [----] followers, [----] engagements
"Wild to see a BMW and a Lambo at the $XPEL booth given 100% of their revenue is from TSLA as I understand it. Also why do they have Marine and Aircraft products Had no idea TSLA made yachts and airplanes now. Fascinating. They also put architectual film on TSLA buildings"
X Link 2023-11-02T00:33Z [----] followers, [----] engagements
"$PAR Securing Burger King is a big deal imo. CEO is kinda validated here if they can execute on rollout and secure a few more enterprise logos. Could scale quickly"
X Link 2023-11-02T14:58Z [----] followers, [---] engagements
"The USA is a terrible place to live at times but I cannot for the life of me see a scenario where $FCX or $SCCO proposes to build a mine in Arkansas and 80% of the country shuts down"
X Link 2023-11-02T20:38Z [----] followers, [---] engagements
"$GDDY Hasnt done shit for [--] years. I drew a made up wedge here on my monthly so the price is coiling I would expect a break up/down soon. Estimates have them at like $8/sh in EBITDA next year. I dunno its pretty cheap if they can hit that number"
X Link 2023-11-02T21:42Z [----] followers, [---] engagements
"Surprised Munger was positive on $FND given the fact that it's not run by a communist"
X Link 2023-11-03T14:02Z [----] followers, [---] engagements
"Bought printer ink of $EBAY. 75% cheaper than $AMZN stuff"
X Link 2023-11-03T16:14Z [----] followers, [---] engagements
"There is no industry on this planet I loathe more than health insurers. As president I will ensure all health insurance execs are on the front lines in our newly created mine detection unit. And we will ensure none of their claims are covered or processed"
X Link 2023-11-07T02:35Z [----] followers, [---] engagements
"$CELH That growth is crazy"
X Link 2023-11-07T15:24Z [----] followers, [---] engagements
"@cureangelman Raised a total of $6.5M this year thanks in part to amazing sponsors like $rare $ions and gentlemen like @iancassel @DadInvest @IgnoreNarrative @CJ0pp3l @datarade"
X Link 2023-11-14T12:42Z [----] followers, [----] engagements
"@DakotasTwits @hiddensmallcaps Not according to the suits at $MS"
X Link 2023-11-14T19:18Z [----] followers, [--] engagements
"@deusexdividend Are you short $CROX and $LULU"
X Link 2023-11-15T17:24Z [----] followers, [---] engagements
"SInce 7/2021 $V is flat. Nice big base here. Looks ready to head towards Valhalla"
X Link 2023-11-17T15:11Z [----] followers, [---] engagements
"@CapitalValor Good call man"
X Link 2023-11-21T14:19Z [----] followers, [---] engagements
"Ahh yes the far right jewish nazi economist Milton Friedman"
X Link 2023-11-22T15:25Z [----] followers, [---] engagements
"@CapitalValor Biotech. REITS"
X Link 2023-11-22T17:24Z [----] followers, [---] engagements
"Old Buffdog killing more babies with that tax write off. Hes a sweet old grandpa. $BRKB"
X Link 2023-11-23T00:11Z [----] followers, [---] engagements
"$COIN I personally thought this company was dead a while ago. Good on the market for proving me wrong"
X Link 2023-11-29T03:37Z [----] followers, [---] engagements
"Seems like the CFP could expand to [--] teams and would fix the BCS problem they attempted to solve the first time. I actually dont really care tbh but the solution is pretty obvious"
X Link 2023-12-03T19:09Z [----] followers, [---] engagements
"Here we go again. $SAVE $JBLU $ALK $HA"
X Link 2023-12-03T20:28Z [----] followers, [----] engagements
"@futureformerJD Reminds me of the Buffett quote "You can spend [--] years buying a reputation but all it takes is [--] minutes of not donating to planned parenthood to ruin it""
X Link 2023-12-04T03:16Z [----] followers, [----] engagements
"@peter_mantas $BMY"
X Link 2023-12-05T14:52Z [----] followers, [---] engagements
"$PAR Back to the price when they announced the Burger King win. Still believe that is a game changer for the company"
X Link 2023-12-06T15:03Z [----] followers, [---] engagements
"Twitter/X is the best social media platform by far and its gotten better under Musk aside from the impersonator/bot issues. A lot of you are weak and cant handle free speech hence why you liked the old FBI platform"
X Link 2023-12-06T18:08Z [----] followers, [---] engagements
"@BillBrewsterTBB Charile hated having wealth he actually flew in the baggage compartment from what i've read"
X Link 2023-12-07T15:16Z [----] followers, [--] engagements
"$FICO seems a bit stretched here tbh"
X Link 2023-12-07T21:51Z [----] followers, [---] engagements
"$TRAK Probably one of my favorite stories in the market right now. What do they do SAAS traceability+inventory mgmt for grocery and food dist/retail Why do I like it FDA begins enforcement of FSMA [---] in [----] and this company is going to be most retailers first call"
X Link 2023-12-07T23:15Z [----] followers, [---] engagements
"90% of their revenues are recurring. They have a rock solid balance sheet. They convert 40% of their revs into FCF. Small dividend+buying back shares in the market"
X Link 2023-12-07T23:15Z [----] followers, [--] engagements
"$GDDY Longs have been waiting for this b/o for years"
X Link 2023-12-11T15:27Z [----] followers, [---] engagements
"Lmao the #1 university in our nation hired a plagiarizing racist anti-Semitic bozo to lead them. Says a lot about where we are"
X Link 2023-12-12T02:43Z [----] followers, [---] engagements
"Would love to punch $TPL's mgmt in the balls for wanting to increase shares"
X Link 2023-12-14T15:19Z [----] followers, [---] engagements
"@LogicalThesis $TRAK Regulatory capture into [----] and beyond"
X Link 2023-12-14T21:35Z [----] followers, [---] engagements
"@LogicalThesis Market is starting to figure out that they will be able to capture a large stable/recurring cash flow from that law going into effect"
X Link 2023-12-14T22:03Z [----] followers, [--] engagements
"@KlendathuCap Private Equity sandwich monopoly"
X Link 2023-12-15T00:09Z [----] followers, [---] engagements
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/creator/twitter::BenFranksAltEgo