[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.] #  @BrokenMoats Broken Moats Broken Moats posts on X about $an, $ilmn, 2x, metrics the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::1669733124824084481/interactions)  - X Week XXXXX -XX% - X Month XXXXXX -XX% - X Months XXXXXXX +418% - X Year XXXXXXX +1,869% ### Mentions: XX [#](/creator/twitter::1669733124824084481/posts_active)  - X Week XX -XX% - X Month XX -XX% - X Months XXX +72% - X Year XXX +300% ### Followers: XXXXX [#](/creator/twitter::1669733124824084481/followers)  - X Week XXXXX +0.09% - X Month XXXXX +4.90% - X Months XXXXX +116% - X Year XXXXX +635% ### CreatorRank: XXXXXXX [#](/creator/twitter::1669733124824084481/influencer_rank)  ### Social Influence [#](/creator/twitter::1669733124824084481/influence) --- **Social category influence** [stocks](/list/stocks) [finance](/list/finance) [cryptocurrencies](/list/cryptocurrencies) [countries](/list/countries) [technology brands](/list/technology-brands) **Social topic influence** [$an](/topic/$an), [$ilmn](/topic/$ilmn), [2x](/topic/2x), [metrics](/topic/metrics), [$gl](/topic/$gl), [$unp](/topic/$unp), [hims](/topic/hims), [grift](/topic/grift), [$becn](/topic/$becn), [$qxo](/topic/$qxo) **Top assets mentioned** [AutoNation, Inc. (AN)](/topic/$an) [Illumina, Inc. (ILMN)](/topic/$ilmn) [Globe Life Inc (GL)](/topic/$gl) [UNIPOLY (UNP)](/topic/$unp) [Beacon Roofing Supply, Inc. (BECN)](/topic/$becn) [QXO, Inc. Common Stock (QXO)](/topic/$qxo) [CoStar Group, Inc. (CSGP)](/topic/$csgp) [Lithia Motors, Inc. (LAD)](/topic/$lad) [D R Horton Inc (DHI)](/topic/$dhi) [Wormhole (W)](/topic/$w) [PACCAR Inc (PCAR)](/topic/$pcar) [Shakita Inu (SHAK)](/topic/$shak) [CSX Corporation (CSX)](/topic/$csx) [Danaher Corporation (DHR)](/topic/$dhr) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Acushnet Holdings Corp. (GOLF)](/topic/$golf) [CarMax, Inc (KMX)](/topic/$kmx) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Norfolk Southern Corp. (NSC)](/topic/$nsc) [Boeing Co (BA)](/topic/$ba) [Pegasystems Inc (PEGA)](/topic/$pega) [Novo-Nordisk (NVO)](/topic/$nvo) [Symbotic Inc. Class A Common Stock (SYM)](/topic/$sym) ### Top Social Posts [#](/creator/twitter::1669733124824084481/posts) --- Top posts by engagements in the last XX hours "stubbornness of rate sensitive names to have any reflexivity to higher rates (now over X% XX year) is perplexing. $AN in $CSGP grab my attention as exposed. AN especially after the softer than anticipated preannounce from $LAD (looks like a beat when you read it but the sell side took numbers down recently and its actually lower growth than Q1 and tis past quarter should of benefitted from the initial tariff pricing and demand pull on autos in April/May). No guidance in pre announce and reversal in shape price suggests market thinks they ae likely hiding softening trends for the back half."  [@BrokenMoats](/creator/x/BrokenMoats) on [X](/post/tweet/1945154095209140708) 2025-07-15 16:10:50 UTC 2189 followers, XXX engagements "Shake out the non-profitable tech bubble and they come right in to redeploy to housing and healthcare and willing to bid up all day Market amazes everyday $ILMN $W $DHI $PCAR and on and on"  [@BrokenMoats](/creator/x/BrokenMoats) on [X](/post/tweet/1947747575936827419) 2025-07-22 19:56:24 UTC 2188 followers, XXX engagements "Truist has now upgraded $SHAK 2x in less than X days. In the upgrade they noted "we believe SHAK missed Q2 store openings" and they adjusted their guide for the year (downward) to account for the lower store openings but cite a hopeful macro turn as the reasoning to buy.just imagine if Shak was actually executing how many more times this week they could upgrade them"  [@BrokenMoats](/creator/x/BrokenMoats) on [X](/post/tweet/1942935268731838469) 2025-07-09 13:14:00 UTC 2186 followers, XXX engagements "$GL not like we should expect anything right from the mgmt team over there. But having to buyback an awfully large number of shares each quarter to mask the deteriorating underlying metrics on the business"  [@BrokenMoats](/creator/x/BrokenMoats) on [X](/post/tweet/1948115900114042902) 2025-07-23 20:19:59 UTC 2188 followers, XXX engagements "$UNP rumors buying NSC. Now Buffet rumored on $CSX Great deal for railroad operators if regulators allow it. Horrible deal for shipping prices service and people in North America if allowed. We are testing the limits of anti trust with these contemplated mergers. If allowed might as well start pitching an AMZN/WMT tie up I can see the synergies already there clearly are no rules"  [@BrokenMoats](/creator/x/BrokenMoats) on [X](/post/tweet/1947407486006304866) 2025-07-21 21:25:00 UTC 2189 followers, 1186 engagements "$ILMN Why Nothing in $DHR or $DIM earnings to support this move higher their markets remain under pressure incredibly odd move. X recent downgrades to go with that sentiment"  [@BrokenMoats](/creator/x/BrokenMoats) on [X](/post/tweet/1947694302940827838) 2025-07-22 16:24:42 UTC 2189 followers, XXX engagements "More unproven treatments that $HIMS can try and push. Pipetides the catchall grift ongoing in the wellness category and it's no shock the least kosher actor in the Telehealth space wants in. But here's a look at some the big peptides from the guy who wrote the book on aging:"  [@BrokenMoats](/creator/x/BrokenMoats) on [X](/post/tweet/1948094437009019078) 2025-07-23 18:54:42 UTC 2184 followers, XXX engagements "Curious how $GOLF powers higher on no volume when sports category has lagged all year"  [@BrokenMoats](/creator/x/BrokenMoats) on [X](/post/tweet/1945886110288093445) 2025-07-17 16:39:36 UTC 2189 followers, XXX engagements "P.S. did you see the housing data today. Don't forget what this company actually does. They purchased at a cycle high w/ multiple on top of that to get their foot in the door w/ $BECN. And now housing data continues to weaken and the multiple keeps going up and up"  [@BrokenMoats](/creator/x/BrokenMoats) on [X](/post/tweet/1935392879750562298) 2025-06-18 17:43:15 UTC 2189 followers, 1929 engagements "Is there a legitimate reason $AN outperforming $KMX by over XX% ytd (+25% v. -18%). KMX w/ 2x the level of growth forecasted for XX and XX btw"  [@BrokenMoats](/creator/x/BrokenMoats) on [X](/post/tweet/1942984413048115306) 2025-07-09 16:29:17 UTC 2188 followers, 1359 engagements "Wolfe $XX target for $QXO I think this should be flagged by regulators. Brads initial recap stock is under $X. Multiple raise pre and post $BECN acquisition. But that's it the whole co is BECN + Brads m&a team. How is that worth 4-5x a takeout prem of a public co in any world"  [@BrokenMoats](/creator/x/BrokenMoats) on [X](/post/tweet/1930993571915567601) 2025-06-06 14:21:58 UTC 2189 followers, 10.6K engagements "FCF down to 5B at $GOOG.be interesting when these companies turn off buybacks to help fund all of this capX or at some point we reach the metaverse moment and someone asks for what the return on all this money is going to be (I realize that last one is difficult as it will sink many many companies revenue streams)"  [@BrokenMoats](/creator/x/BrokenMoats) on [X](/post/tweet/1948118653259698485) 2025-07-23 20:30:55 UTC 2188 followers, 1015 engagements "There is no way the admin would actually let $UNP acquire $NSC Just contemplating it loud enough to make headlines is hard to get my head around. If they allow it perhaps $BA should consider buying Airbus if there are no rules on monopolies anymore"  [@BrokenMoats](/creator/x/BrokenMoats) on [X](/post/tweet/1945950447686000642) 2025-07-17 20:55:15 UTC 2184 followers, XXX engagements "The immediate down XX% flush on $PEGA last night looks incredibly suspicious. Company beat across all metrics with acceleration and in real hours is up 11%. very strange"  [@BrokenMoats](/creator/x/BrokenMoats) on [X](/post/tweet/1948030104086679557) 2025-07-23 14:39:04 UTC 2187 followers, XXX engagements "Remarkable how the news today provides no fear to retail pumpers. Novo lost $60B in market today. The grift of infringing patented drugs is about to close - see lawmakers' comments to the FDA last week and now the comments from $NVO today that suggests that finally they will sue HIMS for their blatant disregard for other people's intellectual property. Not only will HIMS lose their most valuable marketing tool and traffic driver in GLP1s and the associated revenue I imagine the legal remedies could be quite material for a $13B company once this fully plays out. Purchased cheap calls last week"  [@BrokenMoats](/creator/x/BrokenMoats) on [X](/post/tweet/1950275017758908817) 2025-07-29 19:19:33 UTC 2188 followers, 1540 engagements "another +40% move for $QXO from their secondary just a couple weeks ago. I would expect that shelf to hit from current holders to be executed very soon. And possibly another secondary. Give Brad free money at insanity valuations and he will continue to use you as an ATM"  [@BrokenMoats](/creator/x/BrokenMoats) on [X](/post/tweet/1935390295757082866) 2025-06-18 17:32:58 UTC 2189 followers, 26K engagements "$GL at the stage where we completely ignore earnings and do what we want Got it. I should post deteriorating underwriting standards an SEC investigation and desperately try and lever up up to make it look like earnings slightly increased yoy (still missed all estimates btw)"  [@BrokenMoats](/creator/x/BrokenMoats) on [X](/post/tweet/1948383619111690618) 2025-07-24 14:03:48 UTC 2188 followers, XXX engagements "Close to 80x GP$ for $SYM today. And while the stock might be up 3.5x since April. All that happened was there was a cfo change. But what hasn't changed is the two SEC investigations. Reality is coming for this company: The Company has been responding to requests for information from the SEC relating to an investigation by the SEC of alleged violations by the Company of Rule 21F-17 which prohibits actions to impede communications directly with the SEC staff about a possible securities law violation. The Company has received a subpoena from the SEC relating to its November 2024 restatement of"  [@BrokenMoats](/creator/x/BrokenMoats) on [X](/post/tweet/1945497600175775948) 2025-07-16 14:55:48 UTC 2189 followers, 1061 engagements "$LTBR the perpetual"next gen" nuclear fuel play doping new customers again this cycle. Oh and its one one of the new "hot" stocks: The only thing this company sells is stock. --170m accumulated deficit in less than XX years --10 employees --$0 revenue EVER The vast majority of their costs is SGA the little R&D they claim is almost entirely SBC with a little that goes to outsourced consultants. Every once in a while they work on a pilot w/ gov entity etc small and never goes anywhere. Great gig if you can get it all you have to do is keep selling stock and sit back and collect the free salary"  [@BrokenMoats](/creator/x/BrokenMoats) on [X](/post/tweet/1946434434997092732) 2025-07-19 04:58:26 UTC 2188 followers, 2681 engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@BrokenMoats Broken Moats
Broken Moats posts on X about $an, $ilmn, 2x, metrics the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.
Engagements: XXXXX #
- X Week XXXXX -XX%
- X Month XXXXXX -XX%
- X Months XXXXXXX +418%
- X Year XXXXXXX +1,869%
Mentions: XX #
- X Week XX -XX%
- X Month XX -XX%
- X Months XXX +72%
- X Year XXX +300%
Followers: XXXXX #
- X Week XXXXX +0.09%
- X Month XXXXX +4.90%
- X Months XXXXX +116%
- X Year XXXXX +635%
CreatorRank: XXXXXXX #
Social Influence #
Social category influence stocks finance cryptocurrencies countries technology brands
Social topic influence $an, $ilmn, 2x, metrics, $gl, $unp, hims, grift, $becn, $qxo
Top assets mentioned AutoNation, Inc. (AN) Illumina, Inc. (ILMN) Globe Life Inc (GL) UNIPOLY (UNP) Beacon Roofing Supply, Inc. (BECN) QXO, Inc. Common Stock (QXO) CoStar Group, Inc. (CSGP) Lithia Motors, Inc. (LAD) D R Horton Inc (DHI) Wormhole (W) PACCAR Inc (PCAR) Shakita Inu (SHAK) CSX Corporation (CSX) Danaher Corporation (DHR) Hims & Hers Health, Inc. (HIMS) Acushnet Holdings Corp. (GOLF) CarMax, Inc (KMX) Alphabet Inc Class A (GOOGL) Norfolk Southern Corp. (NSC) Boeing Co (BA) Pegasystems Inc (PEGA) Novo-Nordisk (NVO) Symbotic Inc. Class A Common Stock (SYM)
Top Social Posts #
Top posts by engagements in the last XX hours
"stubbornness of rate sensitive names to have any reflexivity to higher rates (now over X% XX year) is perplexing. $AN in $CSGP grab my attention as exposed. AN especially after the softer than anticipated preannounce from $LAD (looks like a beat when you read it but the sell side took numbers down recently and its actually lower growth than Q1 and tis past quarter should of benefitted from the initial tariff pricing and demand pull on autos in April/May). No guidance in pre announce and reversal in shape price suggests market thinks they ae likely hiding softening trends for the back half."
@BrokenMoats on X 2025-07-15 16:10:50 UTC 2189 followers, XXX engagements
"Shake out the non-profitable tech bubble and they come right in to redeploy to housing and healthcare and willing to bid up all day Market amazes everyday $ILMN $W $DHI $PCAR and on and on" @BrokenMoats on X 2025-07-22 19:56:24 UTC 2188 followers, XXX engagements
"Truist has now upgraded $SHAK 2x in less than X days. In the upgrade they noted "we believe SHAK missed Q2 store openings" and they adjusted their guide for the year (downward) to account for the lower store openings but cite a hopeful macro turn as the reasoning to buy.just imagine if Shak was actually executing how many more times this week they could upgrade them" @BrokenMoats on X 2025-07-09 13:14:00 UTC 2186 followers, XXX engagements
"$GL not like we should expect anything right from the mgmt team over there. But having to buyback an awfully large number of shares each quarter to mask the deteriorating underlying metrics on the business" @BrokenMoats on X 2025-07-23 20:19:59 UTC 2188 followers, XXX engagements
"$UNP rumors buying NSC. Now Buffet rumored on $CSX Great deal for railroad operators if regulators allow it. Horrible deal for shipping prices service and people in North America if allowed. We are testing the limits of anti trust with these contemplated mergers. If allowed might as well start pitching an AMZN/WMT tie up I can see the synergies already there clearly are no rules" @BrokenMoats on X 2025-07-21 21:25:00 UTC 2189 followers, 1186 engagements
"$ILMN Why Nothing in $DHR or $DIM earnings to support this move higher their markets remain under pressure incredibly odd move. X recent downgrades to go with that sentiment" @BrokenMoats on X 2025-07-22 16:24:42 UTC 2189 followers, XXX engagements
"More unproven treatments that $HIMS can try and push. Pipetides the catchall grift ongoing in the wellness category and it's no shock the least kosher actor in the Telehealth space wants in. But here's a look at some the big peptides from the guy who wrote the book on aging:" @BrokenMoats on X 2025-07-23 18:54:42 UTC 2184 followers, XXX engagements
"Curious how $GOLF powers higher on no volume when sports category has lagged all year" @BrokenMoats on X 2025-07-17 16:39:36 UTC 2189 followers, XXX engagements
"P.S. did you see the housing data today. Don't forget what this company actually does. They purchased at a cycle high w/ multiple on top of that to get their foot in the door w/ $BECN. And now housing data continues to weaken and the multiple keeps going up and up" @BrokenMoats on X 2025-06-18 17:43:15 UTC 2189 followers, 1929 engagements
"Is there a legitimate reason $AN outperforming $KMX by over XX% ytd (+25% v. -18%). KMX w/ 2x the level of growth forecasted for XX and XX btw" @BrokenMoats on X 2025-07-09 16:29:17 UTC 2188 followers, 1359 engagements
"Wolfe $XX target for $QXO I think this should be flagged by regulators. Brads initial recap stock is under $X. Multiple raise pre and post $BECN acquisition. But that's it the whole co is BECN + Brads m&a team. How is that worth 4-5x a takeout prem of a public co in any world" @BrokenMoats on X 2025-06-06 14:21:58 UTC 2189 followers, 10.6K engagements
"FCF down to 5B at $GOOG.be interesting when these companies turn off buybacks to help fund all of this capX or at some point we reach the metaverse moment and someone asks for what the return on all this money is going to be (I realize that last one is difficult as it will sink many many companies revenue streams)" @BrokenMoats on X 2025-07-23 20:30:55 UTC 2188 followers, 1015 engagements
"There is no way the admin would actually let $UNP acquire $NSC Just contemplating it loud enough to make headlines is hard to get my head around. If they allow it perhaps $BA should consider buying Airbus if there are no rules on monopolies anymore" @BrokenMoats on X 2025-07-17 20:55:15 UTC 2184 followers, XXX engagements
"The immediate down XX% flush on $PEGA last night looks incredibly suspicious. Company beat across all metrics with acceleration and in real hours is up 11%. very strange" @BrokenMoats on X 2025-07-23 14:39:04 UTC 2187 followers, XXX engagements
"Remarkable how the news today provides no fear to retail pumpers. Novo lost $60B in market today. The grift of infringing patented drugs is about to close - see lawmakers' comments to the FDA last week and now the comments from $NVO today that suggests that finally they will sue HIMS for their blatant disregard for other people's intellectual property. Not only will HIMS lose their most valuable marketing tool and traffic driver in GLP1s and the associated revenue I imagine the legal remedies could be quite material for a $13B company once this fully plays out. Purchased cheap calls last week" @BrokenMoats on X 2025-07-29 19:19:33 UTC 2188 followers, 1540 engagements
"another +40% move for $QXO from their secondary just a couple weeks ago. I would expect that shelf to hit from current holders to be executed very soon. And possibly another secondary. Give Brad free money at insanity valuations and he will continue to use you as an ATM" @BrokenMoats on X 2025-06-18 17:32:58 UTC 2189 followers, 26K engagements
"$GL at the stage where we completely ignore earnings and do what we want Got it. I should post deteriorating underwriting standards an SEC investigation and desperately try and lever up up to make it look like earnings slightly increased yoy (still missed all estimates btw)" @BrokenMoats on X 2025-07-24 14:03:48 UTC 2188 followers, XXX engagements
"Close to 80x GP$ for $SYM today. And while the stock might be up 3.5x since April. All that happened was there was a cfo change. But what hasn't changed is the two SEC investigations. Reality is coming for this company: The Company has been responding to requests for information from the SEC relating to an investigation by the SEC of alleged violations by the Company of Rule 21F-17 which prohibits actions to impede communications directly with the SEC staff about a possible securities law violation. The Company has received a subpoena from the SEC relating to its November 2024 restatement of" @BrokenMoats on X 2025-07-16 14:55:48 UTC 2189 followers, 1061 engagements
"$LTBR the perpetual"next gen" nuclear fuel play doping new customers again this cycle. Oh and its one one of the new "hot" stocks: The only thing this company sells is stock. --170m accumulated deficit in less than XX years --10 employees --$0 revenue EVER The vast majority of their costs is SGA the little R&D they claim is almost entirely SBC with a little that goes to outsourced consultants. Every once in a while they work on a pilot w/ gov entity etc small and never goes anywhere. Great gig if you can get it all you have to do is keep selling stock and sit back and collect the free salary" @BrokenMoats on X 2025-07-19 04:58:26 UTC 2188 followers, 2681 engagements