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# ![@BrokenMoats Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1669733124824084481.png) @BrokenMoats Broken Moats

Broken Moats posts on X about $sfm, stocks, $par, $tost the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.

### Engagements: XXXXX [#](/creator/twitter::1669733124824084481/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1669733124824084481/c:line/m:interactions.svg)

- X Week XXXXX +0.92%
- X Month XXXXXX +55%
- X Months XXXXXXX +109%
- X Year XXXXXXX +769%

### Mentions: XX [#](/creator/twitter::1669733124824084481/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1669733124824084481/c:line/m:posts_active.svg)

- X Week XX +3.20%
- X Month XX +17%
- X Months XXX +21%
- X Year XXX +112%

### Followers: XXXXX [#](/creator/twitter::1669733124824084481/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1669733124824084481/c:line/m:followers.svg)

- X Week XXXXX +0.37%
- X Month XXXXX +1.80%
- X Months XXXXX +53%
- X Year XXXXX +347%

### CreatorRank: XXXXXXXXX [#](/creator/twitter::1669733124824084481/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1669733124824084481/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1669733124824084481/influence)
---

**Social category influence**
[stocks](/list/stocks)  XXXXX% [finance](/list/finance)  XXXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXXX% [countries](/list/countries)  XXXX%

**Social topic influence**
[$sfm](/topic/$sfm) 11.9%, [stocks](/topic/stocks) 7.14%, [$par](/topic/$par) #19, [$tost](/topic/$tost) #34, [make a](/topic/make-a) 4.76%, [debt](/topic/debt) #767, [par](/topic/par) #359, [$lrcx](/topic/$lrcx) 4.76%, [$sym](/topic/$sym) #26, [$oklo](/topic/$oklo) XXXX%

**Top accounts mentioned or mentioned by**
[@ailvictims](/creator/undefined) [@kelvin_sbh5](/creator/undefined) [@raphisavitz](/creator/undefined) [@cphcapital](/creator/undefined) [@norther57617732](/creator/undefined) [@tbinkowski44570](/creator/undefined) [@kelvinsbh5](/creator/undefined) [@modestproposal1](/creator/undefined) [@a1b1c67eudhhd](/creator/undefined) [@parrotcapital](/creator/undefined) [@insiderfed](/creator/undefined) [@kh2014000](/creator/undefined) [@momoneymobetta](/creator/undefined)

**Top assets mentioned**
[SafeMoon (SFM)](/topic/$sfm) [Parachute (PAR)](/topic/$par) [Toast, Inc. (TOST)](/topic/$tost) [Lam Research Corporation (LRCX)](/topic/$lrcx) [Symbotic Inc. Class A Common Stock (SYM)](/topic/$sym) [Oklo Inc. (OKLO)](/topic/$oklo) [Dutch Bros Inc. (BROS)](/topic/$bros) [Domino's Pizza Inc (DPZ)](/topic/$dpz) [SIX (SIX)](/topic/$six) [Royal Caribbean Cruises Ltd (RCL)](/topic/$rcl) [Wormhole (W)](/topic/$w) [aelf (ELF)](/topic/$elf) [McDonald's Corp (MCD)](/topic/$mcd) [Sherwin-Williams Co (SHW)](/topic/$shw) [Trade Desk, Inc. (TTD)](/topic/$ttd) [Etsy Inc (ETSY)](/topic/$etsy) [CH Robinson Worldwide Inc (CHRW)](/topic/$chrw) [RXO, Inc. (RXO)](/topic/$rxo) [Landstar System Inc (LSTR)](/topic/$lstr) [Live Nation Entertainment, Inc. (LYV)](/topic/$lyv) [Rockwell Automation (ROK)](/topic/$rok) [Fiserv, Inc. (FI)](/topic/$fi) [3M Co (MMM)](/topic/$mmm) [Credit Acceptance Corp (CACC)](/topic/$cacc) [CarMax, Inc (KMX)](/topic/$kmx) [4 (FOUR)](/topic/$four)
### Top Social Posts [#](/creator/twitter::1669733124824084481/posts)
---
Top posts by engagements in the last XX hours

"streak now at XX down days in a row for $SFM (stocks like $BROS $TOST not far behind). Im not smart enough to know what that means.but it means something"  
[X Link](https://x.com/BrokenMoats/status/1973033064453538027) [@BrokenMoats](/creator/x/BrokenMoats) 2025-09-30T14:31Z 2431 followers, 1386 engagements


"I know restaurants names have slid but did anyone actually listen to the $DPZ call this morning They talked about the pressure getting worse in Q4 on restaurant sales (they outperformed as pizza has the best value proposition in weak environments) and everyone is pushing the promotions hard. Very perplexed by the rebounds today across QSR and software names. Will watch for now but keep moving seem like easy fades for earnings. $TOST has a big promotion going on (after refuting the last one) - hits my inbox everyday. Premium QSR like $SHAK likely most vulnerable on weak traffic and high beef"  
[X Link](https://x.com/BrokenMoats/status/1978115898935234683) [@BrokenMoats](/creator/x/BrokenMoats) 2025-10-14T15:09Z 2431 followers, 1202 engagements


"Jana agreement on $SIX six flags does not sit right - maybe they are in it for the right reasons and they will be around to see through whatever the strategic plan is. But shady in this market to partner with Travis Kelce and make a press release on a consumer oriented name which I believe Jana does not normally do when initiating a position. seems fishy (love to see options on this pre announcement and who the owners were)"  
[X Link](https://x.com/BrokenMoats/status/1980732469478584416) [@BrokenMoats](/creator/x/BrokenMoats) 2025-10-21T20:26Z 2431 followers, 1505 engagements


"$RCL is now a $125B EV - 4x+ the pre covid assigned value to the business. Maybe consumers value vacations more perhaps there are more retirees w/ a penchant for cruises. But I am certain this is an incredibly fixed cost and high capital business and the deincremental margins on this business are spectacular. That will be imparted on the market when the consumer does have to take a break from spending. At these levels and versus consensus this is one of the best cyclical shorts in the market. No idea where insanity will take it short run and metrics largely holding up for now but when the"  
[X Link](https://x.com/BrokenMoats/status/1961122856080736425) [@BrokenMoats](/creator/x/BrokenMoats) 2025-08-28T17:44Z 2430 followers, 2222 engagements


"Signals emerging that this economy is breaking down from a consumer level that we did not see in the prior years. Market might be right in pricing cuts but I do not believe they will be bullish - look at the restaurant stocks ex $MCD look at a $TOST or $PAR that can't get a bid. Odd the travel names are so strong in contrast but my bet is they will catch down soon. $W $ELF other outliers that have some of the highest tariff exposure that are running into a tapped consumer to make the pricing offsets mgmt highlighted they would push on recent calls"  
[X Link](https://x.com/BrokenMoats/status/1963621636118290630) [@BrokenMoats](/creator/x/BrokenMoats) 2025-09-04T15:14Z 2430 followers, 1296 engagements


"$SHW suspending 401k match this month due to weak sales (stock still near ATH btw) - A microcosm of what is wrong more broadly: Perhaps before undergoing such a measure the company should of considered pausing its $500m a month (seemingly on auto) repurchase program - that is not fully funded by cash flows and adds to their $10.5B in net debt -- But XX% of executive comp is tied to EPS and if sales are down why not squeeze employee pay and buy back shares (near ATH w/ no consideration of fundamentals/price) to keep pushing on EPS) Or the company could consider the over XX% raise they awarded"  
[X Link](https://x.com/BrokenMoats/status/1967232639108006386) [@BrokenMoats](/creator/x/BrokenMoats) 2025-09-14T14:23Z 2430 followers, 2572 engagements


"$SFM consumer stocks dying but this is peaking my interest. Roughly 10x emotes here for consistent double digit grower with solid ROIC. Working capital metrics continue to improve steadily but are not fully optimized and I think they can still turn inventory over faster and work on the cash conversion cycle to improve results further plus a brand w/ white space to continue to add store count also a positive factor. My hangup is on the mgmt nothing remarkable stands out and surprising given the run here of quality. Curious if anyone has a better view on mgmt But while grocery is low margin the"  
[X Link](https://x.com/BrokenMoats/status/1971248951916433807) [@BrokenMoats](/creator/x/BrokenMoats) 2025-09-25T16:22Z 2428 followers, 1443 engagements


"@Kelvin_Sbh5 Those are fair points on the quality and balance sheet improvement v. 2020. Still not sure how I feel about Savneet but couldn't help myself bought some $PAR the risk reward valuation setup here finally felt compelling to start a position"  
[X Link](https://x.com/BrokenMoats/status/1971253661985915089) [@BrokenMoats](/creator/x/BrokenMoats) 2025-09-25T16:41Z 2429 followers, XXX engagements


"Now at XX straight days red $SFM -- potentially a dangerous show of force of where algos/momo can take this market when it breaks"  
[X Link](https://x.com/BrokenMoats/status/1973428770204950856) [@BrokenMoats](/creator/x/BrokenMoats) 2025-10-01T16:44Z 2428 followers, 2619 engagements


"Flip side of $SFM is that $LRCX is up 17/20 days for a XX% gain in a month.market structure is being destroyed for one way momentum trains"  
[X Link](https://x.com/BrokenMoats/status/1973476008696357028) [@BrokenMoats](/creator/x/BrokenMoats) 2025-10-01T19:52Z 2428 followers, XXX engagements


"$LRCX rollover is going to be spectacular - I watch this versus some of the small caps or consumer oriented names that have gone parabolic in both directions. 18/22 days up for Lam and some small caps working on XX straight down days (many down 30-50% since august) v. 50%+ up on lurch in one month.Id be cautious here feels like a blow off we are experiencing"  
[X Link](https://x.com/BrokenMoats/status/1973767962709328291) [@BrokenMoats](/creator/x/BrokenMoats) 2025-10-02T15:12Z 2430 followers, XXX engagements


"Whoever buying the move up in $TTD is going to regret whatever chart walked them into the trade - the fundamentals (and pricing) are collapsing rapidly - this stock can still easily be cut in half from hereon compressed spreads and what that will do to their FCF/earnings - don't be fooled by the fact the "stock is down a bunch" full disclosure I bought puts on close and will continue to scale if it moves higher. Ad age article this afternoon adds weight to the risks TTD is facing"  
[X Link](https://x.com/BrokenMoats/status/1973844243782549795) [@BrokenMoats](/creator/x/BrokenMoats) 2025-10-02T20:15Z 2427 followers, 2616 engagements


"$sfm XX days in a row now with an XX rsi Never seen anything like this. and its 10x ebitda (remember this when it blows up for the trash flying that have zero revenue where the bottom is). Some sort of weird dispersion playing both sides here is my guess the band almost couldn't possibly be more stretched --- would expect a sharp reversion to the means here coming very soon"  
[X Link](https://x.com/BrokenMoats/status/1974128351053779227) [@BrokenMoats](/creator/x/BrokenMoats) 2025-10-03T15:04Z 2428 followers, 1476 engagements


"$SYM has added 30X its TTM total gross profit dollars in the past two weeks on absolutely no news. Have to love this market"  
[X Link](https://x.com/BrokenMoats/status/1975567072819355880) [@BrokenMoats](/creator/x/BrokenMoats) 2025-10-07T14:21Z 2429 followers, XXX engagements


"It's one thing when the market was recklessly moving higher everyday but who was still buying $OKLO at 160$ well after the added risk around china and tariffs today That is beyond reckless"  
[X Link](https://x.com/BrokenMoats/status/1976694097214685477) [@BrokenMoats](/creator/x/BrokenMoats) 2025-10-10T16:59Z 2428 followers, XXX engagements


"If Apollo (or anyone) does not make a public announcement of a deal and soon the SEC needs to investigate whoever keep pumping these rumors every few months of an imminent deal for $PZZA this is out of control"  
[X Link](https://x.com/BrokenMoats/status/1977828812374356422) [@BrokenMoats](/creator/x/BrokenMoats) 2025-10-13T20:08Z 2428 followers, 2308 engagements


"Repeat the stupidity of the $ETSY move this week (especially the zombie move back after the sell side warned the move made no sense after the open nonsense). make what you will of China's offer to invest in the US - but more china is not Etsy's friend"  
[X Link](https://x.com/BrokenMoats/status/1974137041983320457) [@BrokenMoats](/creator/x/BrokenMoats) 2025-10-03T15:38Z 2430 followers, XXX engagements


"Potential big squeeze on broker margins at play - no bueno $CHRW $RXO $LSTR (on top of what is still incredibly weak volumes - entirely from ice/English cdl enforcement)"  
[X Link](https://x.com/BrokenMoats/status/1975637129905774862) [@BrokenMoats](/creator/x/BrokenMoats) 2025-10-07T18:59Z 2430 followers, 1299 engagements


"$LYV - Bloomberg article on potential liability of billions of dollars for etc violations for secondary market violations -- might be legitimate threat Consumers should be mad this directly inflates ticket prices FTC went after a broker that purchased over 57m tickets and resold a portion of them for 64m in recent years -"  
[X Link](https://x.com/BrokenMoats/status/1967723676222059004) [@BrokenMoats](/creator/x/BrokenMoats) 2025-09-15T22:54Z 2431 followers, 2361 engagements


"$PAR technicals really breaking down - not a big subscriber but will pay attention as this market/algo subscribes to them in the short term. Broke all the long term support this week and after earnings it rallied back up to the falling XX day and now giving way below.last time this happened was on the rate hike selloff early 22' on its way down into the $20s before finding the bottom -- could see a repeat here. Challenge w/ a market skeptical on software skeptical on QSR spend and a management team that has at least kicked the can on delivering this year throw in tax loss pressure - this"  
[X Link](https://x.com/BrokenMoats/status/1968080219023053029) [@BrokenMoats](/creator/x/BrokenMoats) 2025-09-16T22:31Z 2431 followers, 2097 engagements


"$ROK does almost 10x the gross profit dollars of $SYM and has a lower market cap now. Thats even giving any benefit of the doubt to $SYM not discussing their opaque circular relationship with Softbank or any of the issues. Swisslog which is the exact system (and the better version) that Symbotic copies in their deployments was acquired by Kuka for 300M $SYM now over 40B in market cap"  
[X Link](https://x.com/BrokenMoats/status/1978113087258403205) [@BrokenMoats](/creator/x/BrokenMoats) 2025-10-14T14:58Z 2431 followers, XXX engagements


"Where's the skeleton on $FI Stock is flat over the past X years while gross profit dollars ebitda Op Income have all 3x In a nearly XX% decline from April Single digit multiple ev/ebitda now with clover so whats the bear narrative"  
[X Link](https://x.com/BrokenMoats/status/1978902585181429762) [@BrokenMoats](/creator/x/BrokenMoats) 2025-10-16T19:15Z 2432 followers, 3311 engagements


"Different cross action day than most over the past several months. reminds me when the dispersion trade blew up last summer. Not that extreme but kind of shows the one way trade in gold was the same trade as long ai trash like $oklo and short non wealth consumer names. All trades reversed today on different magnitudes.a lasting rotation Or a one day event More inclined its not lasting rotating to the areas clearly impacted by bottom end consumer ending does not feel durable"  
[X Link](https://x.com/BrokenMoats/status/1980650475444748450) [@BrokenMoats](/creator/x/BrokenMoats) 2025-10-21T15:00Z 2431 followers, XXX engagements


"$MMM interesting short opportunity after today's move. Sure some better operations after years of poor execution but in context we are talking about at best X% annual growth. The business is throwing 3B in FCF (before negative of litigation accruals) v. over 100B valuation. 33x+ FCF for a low single digit growth company is out of step even in this market. The kicker is the PFAS litigation - the co and the market continues to under play this and say its behind them and yet every time a new filing comes out the accrual for liabilities continues to grow (+700m from NJ recently). Net the company"  
[X Link](https://x.com/BrokenMoats/status/1980806571010707496) [@BrokenMoats](/creator/x/BrokenMoats) 2025-10-22T01:21Z 2431 followers, 1156 engagements


"$CACC after tricolor $KMX $CRMT others have warned - I imagine we will see continued weakness from others in the space. No idea how this co has zombies back after last quarter but thats the nature of this market for poor quality companies. Put this at the top of the list of actionable shorts going into earnings seasons - real pain in subprime auto and CACC is at the heart of it. Opened a short position today and will scale into earnings"  
[X Link](https://x.com/BrokenMoats/status/1975958179725844719) [@BrokenMoats](/creator/x/BrokenMoats) 2025-10-08T16:15Z 2431 followers, 1096 engagements


"Something suspect about a company that has to perpetually announce deals - no digestion for operating efficiencies pay down debt absorb and migrate tech stacks - $FOUR rattling deal after deal raises questions - and thats why the stock has underperformed in my opinion real investors can't get their arms around the constant financing"  
[X Link](https://x.com/BrokenMoats/status/1981000623899263187) [@BrokenMoats](/creator/x/BrokenMoats) 2025-10-22T14:12Z 2431 followers, 1406 engagements