[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.]

# ![@BlueDuckCap Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1098612060722683904.png) @BlueDuckCap Blue Duck Capital Partners

Blue Duck Capital Partners posts on X about $airs, $amzn, duck, $mob the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours.

### Engagements: XXXXXX [#](/creator/twitter::1098612060722683904/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1098612060722683904/c:line/m:interactions.svg)

- X Week XXXXXXX +1,337%
- X Month XXXXXXX +377%
- X Months XXXXXXX +36%
- X Year XXXXXXXXX +28%

### Mentions: XX [#](/creator/twitter::1098612060722683904/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1098612060722683904/c:line/m:posts_active.svg)

- X Week XX +84%
- X Month XX +3.70%
- X Months XXX -XX%
- X Year XXX +11%

### Followers: XXXXXX [#](/creator/twitter::1098612060722683904/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1098612060722683904/c:line/m:followers.svg)

- X Week XXXXXX +8.10%
- X Month XXXXXX +13%
- X Months XXXXXX +26%
- X Year XXXXXX +38%

### CreatorRank: XXXXXXX [#](/creator/twitter::1098612060722683904/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1098612060722683904/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1098612060722683904/influence)
---

**Social category influence**
[stocks](/list/stocks)  #4969 [cryptocurrencies](/list/cryptocurrencies)  XXXX% [technology brands](/list/technology-brands)  XXXX% [finance](/list/finance)  XXXX% [countries](/list/countries)  XXXX% [luxury brands](/list/luxury-brands)  XXXX% [fashion brands](/list/fashion-brands)  XXXX% [musicians](/list/musicians)  XXXX%

**Social topic influence**
[$airs](/topic/$airs) #1, [$amzn](/topic/$amzn) #16, [duck](/topic/duck) #321, [$mob](/topic/$mob) #11, [$bti](/topic/$bti) 1.69%, [mob](/topic/mob) #444, [woke](/topic/woke) #628, [$tds](/topic/$tds) 1.69%, [dominance](/topic/dominance) #650, [future of](/topic/future-of) #2425

**Top accounts mentioned or mentioned by**
[@ajassy](/creator/undefined) [@joinyellowbrick](/creator/undefined) [@jeffbezos](/creator/undefined) [@mattwallace13](/creator/undefined) [@goblincharts](/creator/undefined) [@fischerrandom1](/creator/undefined) [@robert26398047](/creator/undefined) [@optionsly](/creator/undefined) [@friedoystercult](/creator/undefined) [@drmakaryfda](/creator/undefined) [@kyletushaus](/creator/undefined) [@sunrise202086](/creator/undefined) [@pricedtozero](/creator/undefined) [@asherrothbk](/creator/undefined) [@sportsatwork](/creator/undefined) [@partners_road](/creator/undefined) [@lng_investor_](/creator/undefined) [@vincentaugondor](/creator/undefined) [@hudsonstcapital](/creator/undefined) [@kevin46101663](/creator/undefined)

**Top assets mentioned**
[Amazon.com, Inc. (AMZN)](/topic/$amzn) [MobileCoin (MOB)](/topic/$mob) [British American Tobacco (BTI)](/topic/$bti) [Trump Derangement Syndrome (TDS)](/topic/$tds) [Olin Corp. (OLN)](/topic/$oln) [Cinemark Holdings, Inc. (CNK)](/topic/$cnk) [Walmart, Inc. (WMT)](/topic/$wmt) [Anheuser-Busch INBEV SA/NV (BUD)](/topic/$bud) [Target Corporation (TGT)](/topic/$tgt) [The GEO Group, Inc. (GEO)](/topic/$geo) [SafeMoon (SFM)](/topic/$sfm) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Energy Transfer, LP. (ET)](/topic/$et) [Netflix Inc (NFLX)](/topic/$nflx) [Xphere (XP)](/topic/$xp) [DraftKings Inc. Class A Common Stock (DKNG)](/topic/$dkng) [PBF ENERGY INC. (PBF)](/topic/$pbf) [Sable Offshore Corp. (SOC)](/topic/$soc) [NuCypher (NU)](/topic/$nu) [Rocket Companies, Inc. (RKT)](/topic/$rkt)
### Top Social Posts [#](/creator/twitter::1098612060722683904/posts)
---
Top posts by engagements in the last XX hours

"Just know folks - if you want to start your own HF - and can work relentlessly hopefully having paid some dues already - and have a knack for picking trends and some common sense and know how to read a cashflow statement and have just a little capital - do it I can give my advice on how. But there will always be douche bags like RiverRoad who want to tear you down and mock you. Thats ok F em Let the performance do the talking"  
[X Link](https://x.com/BlueDuckCap/status/1978287707018363156) [@BlueDuckCap](/creator/x/BlueDuckCap) 2025-10-15T02:31Z 13.2K followers, 136.6K engagements


"@goblincharts $AMZN and $BTI both in the 7-8% range"  
[X Link](https://x.com/BlueDuckCap/status/1978178755932594383) [@BlueDuckCap](/creator/x/BlueDuckCap) 2025-10-14T19:19Z 13.2K followers, 1050 engagements


"The irony in the rare earths ripping bc of the Trump tweet is that the same logic - cannot rely on China - XXX% applies to drones too - especially the cyber security aspect. $MOB $RCAT"  
[X Link](https://x.com/BlueDuckCap/status/1976683832729637167) [@BlueDuckCap](/creator/x/BlueDuckCap) 2025-10-10T16:18Z 13.2K followers, 2757 engagements


"$AIRS setup is notable. I can't get any locate in the stock (I am long but testing the market). We think the short interest is around XX% of the tradable float w/ X weeks+ to cover. Borrow on the stock is nearly XXX% annualized. We have also seen real signs of the market turning for discretionary aesthetic procedures.reported by their own lead volume but also channel checks (below). Leads will always come before case growth. We also know that they have a massive opportunity in skin tightening due to GLP1 rapid weight loss which is NOT in the stock and a new CEO (who we like a lot - awesome"  
[X Link](https://x.com/BlueDuckCap/status/1974113968072634593) [@BlueDuckCap](/creator/x/BlueDuckCap) 2025-10-03T14:07Z 13.2K followers, 11.8K engagements


"A lot of people agree. The next tentpole w the balls to abandon any sense of woke indoctrination will be a blockbuster. The next studio to embrace this as a creative strategy for more films than not will absolutely crush it. Until then - were short $cnk"  
[X Link](https://x.com/BlueDuckCap/status/1968472054015082581) [@BlueDuckCap](/creator/x/BlueDuckCap) 2025-09-18T00:28Z 13.2K followers, 3485 engagements


"@FischerRandom1 S&P up like XX% YTD . Iwm finally broke out. The word bubble is overused. Pockets of mania Yes. Giant bubble Maybe but definitely not for sure and if it is probably not over an imminent pop"  
[X Link](https://x.com/BlueDuckCap/status/1978633281013789126) [@BlueDuckCap](/creator/x/BlueDuckCap) 2025-10-16T01:25Z 13.2K followers, XXX engagements


"One name we have not mentioned but have been long for a year+ is $TDS. Today they announced they've crossed 1mn fiber passings. Passings are trading for $4300 per BMO. This suggests $TDS has $4.3B in SOTP value from their fiber passings alone - nearly XXX% of the current $4.6B market cap"  
[X Link](https://x.com/BlueDuckCap/status/1963273138298663161) [@BlueDuckCap](/creator/x/BlueDuckCap) 2025-09-03T16:09Z 13.2K followers, 1652 engagements


"Got some inbound from bears when posted this. Now not so much. $AIRS"  
[X Link](https://x.com/BlueDuckCap/status/1978537977773998436) [@BlueDuckCap](/creator/x/BlueDuckCap) 2025-10-15T19:06Z 13.2K followers, 7132 engagements


"There's good reason why $AIRS lead volume and consultations are hitting all time highs here"  
[X Link](https://x.com/BlueDuckCap/status/1956075033102836137) [@BlueDuckCap](/creator/x/BlueDuckCap) 2025-08-14T19:26Z 13.2K followers, 2366 engagements


"We are long Mobilicom $MOB. "Unleashing American Drone Dominance" was signed June 6th. The future of warfare is clear; end to end cyber security for drones has never been more critical. That's what $MOB does - validated by an elite spot on the Blue UAS list. 5x upside pt"  
[X Link](https://x.com/BlueDuckCap/status/1971560276832251971) [@BlueDuckCap](/creator/x/BlueDuckCap) 2025-09-26T12:59Z 13.2K followers, 82.8K engagements


"Warren Buffet buying Oxy Chem for $10B. Left for dead but not forgotten is that $OLN owns the largest Chlor Akali producer in the US (#2 is OxyChem). Top X control XX% of industry. Using Buffett's valuation we get an implied CAVP value to $OLN of $6b. Despite some issues as a cyclical turnaround $OLN is still solidly profitable X% FCF even at trough levels. They have debt (3.5x net debt / trough EBITDA) but no liquidity issues (no debt maturities until 2029 2033 bonds trade at XXX to yield 6.2%). Even at trough earnings they are still paying a X% dividend and still have enough cash flow to"  
[X Link](https://x.com/BlueDuckCap/status/1975932572636266910) [@BlueDuckCap](/creator/x/BlueDuckCap) 2025-10-08T14:33Z 13.1K followers, 30.7K engagements


"In addition river road anonymous partners hedge fund guy should visit the office and see the stacks of papers in cabinets and behind the desk which is not in view. Anonymous HF douches who wont ever share anything of material insight on X are pretty funny. Sorry but my fund has grown from nothing to a lot and douche bags like river road have snickered the whole time - but I bet they will wish they invested"  
[X Link](https://x.com/BlueDuckCap/status/1978283935584129132) [@BlueDuckCap](/creator/x/BlueDuckCap) 2025-10-15T02:16Z 13.2K followers, XXX engagements


"@robert26398047 @ajassy Wish I knew"  
[X Link](https://x.com/BlueDuckCap/status/1978620142721376396) [@BlueDuckCap](/creator/x/BlueDuckCap) 2025-10-16T00:32Z 13.2K followers, XXX engagements


"@optionsly U buy a $30k Rolex. Feels good. Then your buddy buys a $50k Rolex. I personally would not care but a lot of people get bothered by stuff like that. Irked. Its human nature"  
[X Link](https://x.com/BlueDuckCap/status/1978959471348240536) [@BlueDuckCap](/creator/x/BlueDuckCap) 2025-10-16T23:01Z 13.2K followers, XXX engagements


"*WALMART SHARES CLOSE AT RECORD HIGH UP 5%. @JeffBezos @ajassy this is you guys getting smoked by $WMT. FYI. $AMZN"  
[X Link](https://x.com/BlueDuckCap/status/1978191705225527564) [@BlueDuckCap](/creator/x/BlueDuckCap) 2025-10-14T20:10Z 13.2K followers, 10.9K engagements


"In addition $OLN owns Winchester #2 largest segment and the largest ammunition maker in the US selling both to individuals as well as governments (military law enforcement). So there's exposure to the "sh*t hitting the fan" trade if more unrest civil disruption continues.(and why wouldn't it - we are at war in cities).This segment will do a depressed $140m EBITDA this year vs $435m in 2021. But there's much more upside here ahead of the election cycles and/if the civil unrest continues. The #2 largest ammo maker in the US was bought last year and implies a $2.5B value for Winchester"  
[X Link](https://x.com/BlueDuckCap/status/1975935755597013386) [@BlueDuckCap](/creator/x/BlueDuckCap) 2025-10-08T14:46Z 13.1K followers, 3621 engagements


"@partners_road X years - no down years - high teens ARR. XXX sharpe. 1/2 the vol of the market. Dont use leverage except on occasion. Basically a dream return stream ( so far). Dont want your $ though big shot anonymous hedge fund PM - at least I put myself out there"  
[X Link](https://x.com/BlueDuckCap/status/1978281911345631572) [@BlueDuckCap](/creator/x/BlueDuckCap) 2025-10-15T02:08Z 13.2K followers, 11.9K engagements


"@LNG_Investor_ Great Q. My son likes Welcome to the Jungle by G&R but I influenced that decision some. I think if it were up to him it might be Right Above It by Lil Wayne"  
[X Link](https://x.com/BlueDuckCap/status/1978180243312513228) [@BlueDuckCap](/creator/x/BlueDuckCap) 2025-10-14T19:24Z 13.2K followers, XXX engagements


"Blue Duck Capital HQ CIO seat. AMA"  
[X Link](https://x.com/BlueDuckCap/status/1978161828711854526) [@BlueDuckCap](/creator/x/BlueDuckCap) 2025-10-14T18:11Z 13.2K followers, 76.7K engagements


"FWIW - $BUD and $TGT dropped about XX% in a month or so following their aggressively woke brand missteps. $CBRL headed for the $40s.near term. IMHO"  
[X Link](https://x.com/BlueDuckCap/status/1958531064257003735) [@BlueDuckCap](/creator/x/BlueDuckCap) 2025-08-21T14:06Z 13.2K followers, 5890 engagements


"@dorse054 @ajassy So far seems to be a misstep"  
[X Link](https://x.com/BlueDuckCap/status/1978620746474955205) [@BlueDuckCap](/creator/x/BlueDuckCap) 2025-10-16T00:35Z 13.2K followers, XXX engagements


"Would love to hear from any frustrated $AMZN employees who were hired X years ago w/ a X year options vesting plan that has not panned out as "modeled" by the company. My bet is that internally there's considerable frustration"  
[X Link](https://x.com/BlueDuckCap/status/1978946991649390833) [@BlueDuckCap](/creator/x/BlueDuckCap) 2025-10-16T22:11Z 13.2K followers, 27.3K engagements


"@PricedToZero ha lotta Qs here.yes - i like them and recommend always having notepads handy to jot stuff down quick"  
[X Link](https://x.com/BlueDuckCap/status/1978488361502601473) [@BlueDuckCap](/creator/x/BlueDuckCap) 2025-10-15T15:49Z 13.2K followers, XX engagements


"Hopefully the last thing I mention about $AIRS until the stock goes over $XX. But the short thesis is very much predicated on declining SSS metrics. On the Q2 call they told us that they saw a record level of lead growth and a "meaningful" increase in consultation volume. It takes X months to convert these leads historically. We also have X new stores coming into the comp base in the 2H and the Q4 compare gets XXXX% points easier sequentially vs Q3. W/ the new stores performing in line with internal expectations and the materially easier compare the SSS metric should improve by an order of"  
[X Link](https://x.com/BlueDuckCap/status/1956423950252265506) [@BlueDuckCap](/creator/x/BlueDuckCap) 2025-08-15T18:33Z 13.2K followers, 3283 engagements


"@AsherRothBK"  
[X Link](https://x.com/BlueDuckCap/status/1978164301073404112) [@BlueDuckCap](/creator/x/BlueDuckCap) 2025-10-14T18:21Z 13.2K followers, XXX engagements


"Blue Duck Capital Partners *Boosts* $STIM $HNRG $TOI $GEO $EVLV $PRPH $BTI $HIMS $ET $NFLX $TDS $XP $NU $SFM. *Reduces* $DKNG $AMZN $GOOGL*New Positions* in $PBF $RKT $SOC $AIRS $LQDA. *Exits* $LQDT"  
[X Link](https://x.com/BlueDuckCap/status/1923042419282674088) [@BlueDuckCap](/creator/x/BlueDuckCap) 2025-05-15T15:46Z 13.1K followers, 5536 engagements


"We still LOVE $AIRS here in part because SSS math inflects positive in Q4 on the back of "De novo" revenues being added to the SSS comp base in Q4. Stabilization in SSS is coming and that will blow up the bear case. Data is there in the 10Q"  
[X Link](https://x.com/BlueDuckCap/status/1952458034929873001) [@BlueDuckCap](/creator/x/BlueDuckCap) 2025-08-04T19:54Z 13.1K followers, 2482 engagements


"Big progress at Mobilicom. $MOB"  
[X Link](https://x.com/BlueDuckCap/status/1977739741668782312) [@BlueDuckCap](/creator/x/BlueDuckCap) 2025-10-13T14:14Z 13.2K followers, 8349 engagements


"Yes - we still like $AIRS. a lot. (not sure why it shows my name instead of firm.fyi)"  
[X Link](https://x.com/BlueDuckCap/status/1944784721852133806) [@BlueDuckCap](/creator/x/BlueDuckCap) 2025-07-14T15:43Z 13.1K followers, 3592 engagements