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# ![@CapitalFang Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1427732791014432780.png) @CapitalFang EagleFangCapital

EagleFangCapital posts on X about $aht, debt, $genk, $snbr the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1427732791014432780/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1427732791014432780/c:line/m:interactions.svg)

- [--] Week [-----] -35%
- [--] Month [------] -59%
- [--] Months [-------] +41%
- [--] Year [---------] +168%

### Mentions: [--] [#](/creator/twitter::1427732791014432780/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1427732791014432780/c:line/m:posts_active.svg)

- [--] Month [---] -43%
- [--] Months [---] +84%
- [--] Year [---] +165%

### Followers: [-----] [#](/creator/twitter::1427732791014432780/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1427732791014432780/c:line/m:followers.svg)

- [--] Week [-----] +0.12%
- [--] Month [-----] +0.69%
- [--] Months [-----] +15%
- [--] Year [-----] +37%

### CreatorRank: [---------] [#](/creator/twitter::1427732791014432780/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1427732791014432780/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  58.16% [finance](/list/finance)  39.01% [cryptocurrencies](/list/cryptocurrencies)  23.4% [countries](/list/countries)  3.55% [fashion brands](/list/fashion-brands)  3.55% [technology brands](/list/technology-brands)  2.13% [ncaa football](/list/ncaa-football)  1.42% [social networks](/list/social-networks)  0.71%

**Social topic influence**
[$aht](/topic/$aht) 14.89%, [debt](/topic/debt) 14.18%, [$genk](/topic/$genk) 13.48%, [$snbr](/topic/$snbr) #1, [$prpl](/topic/$prpl) #3, [$cps](/topic/$cps) #4, [$bhr](/topic/$bhr) 7.8%, [$plce](/topic/$plce) 7.8%, [$1b](/topic/$1b) 7.09%, [biz](/topic/biz) 6.38%

**Top accounts mentioned or mentioned by**
[@sfarringtonbkc](/creator/undefined) [@taobanker](/creator/undefined) [@bullsbayretail](/creator/undefined) [@basilialukos](/creator/undefined) [@valuemaverick](/creator/undefined) [@fiercebeast](/creator/undefined) [@logicalwealth](/creator/undefined) [@kingdomcapadv](/creator/undefined) [@goblincharts](/creator/undefined) [@hedgefundtips](/creator/undefined) [@kamikazetrading](/creator/undefined) [@funkyomnivore](/creator/undefined) [@brendanfranco6](/creator/undefined) [@domocapital](/creator/undefined) [@timkouwen](/creator/undefined) [@industtourist](/creator/undefined) [@logicalthesis](/creator/undefined)

**Top assets mentioned**
[AhaToken (AHT)](/topic/$aht) [GEN Restaurant Group, Inc. (GENK)](/topic/$genk) [Cooper-Standard Automotive Inc. (CPS)](/topic/$cps) [Braemar Hotels & Resorts Inc. Common Stock (BHR)](/topic/$bhr) [Portillo’s Inc. (PTLO)](/topic/$ptlo) [Newell Brands Inc (NWL)](/topic/$nwl) [Somnigroup International Inc. (SGI)](/topic/$sgi) [Hanesbrands Inc. (HBI)](/topic/$hbi) [Advance Auto Parts, Inc. (AAP)](/topic/$aap) [Whirlpool Corporation (WHR)](/topic/$whr) [Capri Holdings Limited (CPRI)](/topic/$cpri) [Gildan Activewear Inc. (GIL)](/topic/$gil) [Deckers Outdoor, Corp. (DECK)](/topic/$deck) [Abercrombie & Fitch Co. (ANF)](/topic/$anf) [RH (RH)](/topic/$rh) [VF Corp (VFC)](/topic/$vfc) [Mister Car Wash, Inc.  (MCW)](/topic/$mcw) [Nike Inc (NKE)](/topic/$nke) [Superp (SUP)](/topic/$sup) [Designer Brands Inc. (DBI)](/topic/$dbi) [Calcium (CAL)](/topic/$cal) [Culp, Inc. (CULP)](/topic/$culp) [Lululemon Athletica Inc (LULU)](/topic/$lulu) [Walgreens Boots Alliance Inc (WBA)](/topic/$wba) [4 (FOUR)](/topic/$four) [Shake Shack Inc. (SHAK)](/topic/$shak) [Lulu’s Fashion Lounge Holdings, Inc. (LVLU)](/topic/$lvlu) [Dine Brands Global, Inc. (DIN)](/topic/$din) [Autozone Inc (AZO)](/topic/$azo) [Home Depot, Inc. (HD)](/topic/$hd)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$CPS - the 10%+ EBITDA margin level is expected for [----] even with a crappy industry forecast. Hopefully the refi is coming too and the rocket can launch"  
[X Link](https://x.com/CapitalFang/status/2022067734453067893)  2026-02-12T21:58Z [----] followers, [----] engagements


"Maybe $SPWH and $AAP should merge. At least then there would only be one shareholder base facing perpetual disappointment"  
[X Link](https://x.com/CapitalFang/status/1996767593647243342)  2025-12-05T02:24Z [----] followers, [----] engagements


"$WHR - continues to bounce along the bottom. They did say the promotional environment has normalized over the last [--] weeks which should finally enable margin growth in North America region. Not involved right now - and been early/wrong before here before. $WHR - so/so results but gained share in North America in Q3 and saying that competitor import volumes decelerating and pre-tariff inventory build almost gone. Will help volumes and pricing in [----]. Bottom could finally be in just in time for a possible housing cycle. Hmmmm. $WHR - so/so results but gained share in North America in Q3 and"  
[X Link](https://x.com/CapitalFang/status/2016862947033620867)  2026-01-29T13:16Z [----] followers, [----] engagements


"$WHR - probably worth a punt at $75 ish. $7 EPS guide for '26 doesn't really assume much improvement in the US housing market. Counter argument is that company recent track record with guidance hasn't been great. $WHR - continues to bounce along the bottom. They did say the promotional environment has normalized over the last [--] weeks which should finally enable margin growth in North America region. Not involved right now - and been early/wrong before here before. $WHR - continues to bounce along the bottom. They did say the promotional environment has normalized over the last [--] weeks which"  
[X Link](https://x.com/CapitalFang/status/2016881440294580572)  2026-01-29T14:29Z [----] followers, [----] engagements


"$AAP - better profitability but SSS still significantly lag peers. If you've been dating this stock since $40 might be better to break up than move in together/get engaged. Unless you feel this time different and she's finally not going to cheat on you"  
[X Link](https://x.com/CapitalFang/status/2022282708831945091)  2026-02-13T12:12Z [----] followers, [---] engagements


"$CPS - just amazing to see this without the benefit of any industry tailwinds. Any help from the industry and the operating leverage will be incredible"  
[X Link](https://x.com/CapitalFang/status/2022307649346261465)  2026-02-13T13:51Z [----] followers, [---] engagements


"MONTY [--] LIFE $AHT $BHR Beyond parody"  
[X Link](https://x.com/CapitalFang/status/1952786060548669456)  2025-08-05T17:37Z [----] followers, [----] engagements


"$GENK - the founders should just get $15-20M and take it private again. If nothing else they have made this option much much cheaper than [--] months ago for the 15% they don't own"  
[X Link](https://x.com/CapitalFang/status/1953206880651628768)  2025-08-06T21:29Z [----] followers, [----] engagements


"$GENK AUV's WERE $5.3M in [--]. Likely $4.5M in [--]. In [--] they had $33.4M of [--] wall EBITDA (20.4% margin) on [--] units. S/b $37-38.5M in [--] (16-17% margin) w/54 units at y/e. Yuck. Margin hit hurts incremental cash flow. Need 18% to see real FCF lift and justify CEO comments. 🤷♂"  
[X Link](https://x.com/CapitalFang/status/1953369412712407277)  2025-08-07T08:15Z [----] followers, [----] engagements


"$BHR - HOLY SH*T. NOT MONTY [--] LIFE https://braemar.q4ir.com/investor/news-events/press-releases/news-details/2025/BRAEMAR-HOTELS--RESORTS-ANNOUNCES-INITIATION-OF-SALE-PROCESS/default.aspx https://braemar.q4ir.com/investor/news-events/press-releases/news-details/2025/BRAEMAR-HOTELS--RESORTS-ANNOUNCES-INITIATION-OF-SALE-PROCESS/default.aspx"  
[X Link](https://x.com/CapitalFang/status/1960466466945339764)  2025-08-26T22:16Z [----] followers, [----] engagements


"$BHR - New board member (7.3% owner) goes on the record saying they were uninvolved and blindsided by the $480M termination fee to Monty. Perhaps this number is like the 145% tariffs on China - start of a negotiation toward a lower number. So Ashford getting $480M from a sale to terminate the management contact. That's a windfall for Monty to take $AHT private. Very positive development here. So Ashford getting $480M from a sale to terminate the management contact. That's a windfall for Monty to take $AHT private. Very positive development here"  
[X Link](https://x.com/CapitalFang/status/1961041716158333259)  2025-08-28T12:22Z [----] followers, [----] engagements


"$BHR - sells a hotel in San Fran and still talking sale of Company:"  
[X Link](https://x.com/CapitalFang/status/1975672817497571407)  2025-10-07T21:21Z [----] followers, [----] engagements


"Laughing that I was tagged on this post along with some real investing legends. Not sure I've said much on $SGI (relative to $SNBR or $PRPL) but obviously this stock will be an EPS and buyback powerhouse in an industry recovery. This is where the institutional money will flow. Tempur-Sealy ($SGI) underwent a turnaround under Scott Thompson and a lesser known activist fund manager. Here's the full story of how they achieved an 8x+ return. The company remains in the early stages of growth following the acquisition of Mattress Firm late last year. Learn https://t.co/q2A8rbQm9z Tempur-Sealy"  
[X Link](https://x.com/CapitalFang/status/1977395806522032394)  2025-10-12T15:27Z [----] followers, [----] engagements


"$MCW - my original post. Now they're disclosing maintenance FCF and at 25% of revenues it is in fact ridiculous. $MCW (don't own) - 33% EBITDA margins own 10-11% of locations. Reasonable debt level. Maintenance FCF likely ridiculous. Stock basically at all-time lows. No dividend. No buybacks. No insider buying. No 13Fs or 13Gs. Trades like it's a Monty Bennett entity. Why $MCW (don't own) - 33% EBITDA margins own 10-11% of locations. Reasonable debt level. Maintenance FCF likely ridiculous. Stock basically at all-time lows. No dividend. No buybacks. No insider buying. No 13Fs or 13Gs. Trades"  
[X Link](https://x.com/CapitalFang/status/1983878582314103263)  2025-10-30T12:48Z [----] followers, [----] engagements


"$SNBR - sales suck (I had $350M in my head and they missed even that) GM ok cost cuts great debt agreement amended. Clearly losing share to $PRPL which is [--] months ahead on it's turnaround back playing offense. Not sure if guide is the kitchen sink or not. TBD"  
[X Link](https://x.com/CapitalFang/status/1986044227801755700)  2025-11-05T12:13Z [----] followers, [----] engagements


"$GENK with the Friday 5pm conference call (not just a press release). The line of credit was undrawn at June [--] so perhaps they're just taking it private. Very odd"  
[X Link](https://x.com/CapitalFang/status/1986075408354480416)  2025-11-05T14:17Z [----] followers, [----] engagements


"$GENK - is this the reason for the Friday 5pm conference call $GENK - Buyout the 3-4 million A/B shares they don't own. Don't grow for [--] year - no preopening costs no public company costs CAPEX $3M at most. Debt gone in a year. Seems much easier to pitch this MBO plan to a bank than wasting time trying to convince buyside to invest. $GENK - Buyout the 3-4 million A/B shares they don't own. Don't grow for [--] year - no preopening costs no public company costs CAPEX $3M at most. Debt gone in a year. Seems much easier to pitch this MBO plan to a bank than wasting time trying to convince buyside to"  
[X Link](https://x.com/CapitalFang/status/1986095334142189644)  2025-11-05T15:36Z [----] followers, [----] engagements


"$GENK - Guess it will already be dark in the Northeast. No f'ing clue what they say. Seems like there's a full blown takeout menu/delivery on the site now - a way to counter ICE raids in CA I put in a down 20% SSS in my model for kicks and can still get a 9% [--] wall margin. 🤷♂ $GENK with the Friday 5pm conference call (not just a press release). The line of credit was undrawn at June [--] so perhaps they're just taking it private. Very odd. $GENK with the Friday 5pm conference call (not just a press release). The line of credit was undrawn at June [--] so perhaps they're just taking it private."  
[X Link](https://x.com/CapitalFang/status/1986883900380201025)  2025-11-07T19:50Z [----] followers, [----] engagements


"$GENK - these guys could get $12-14M take it private at $3ish and easily pay off the loan with the FCF derived from one year of no unit growth. Also the cash on cash returns for the sushi restaurants in Korea likely over 50% ($3-4M in sales on $800K buildout). @valuemaverick There's only 3-4 million shares not owned by insiders. And no debt. I think you get an MBO before the stock sees $1.50. @valuemaverick There's only 3-4 million shares not owned by insiders. And no debt. I think you get an MBO before the stock sees $1.50"  
[X Link](https://x.com/CapitalFang/status/1988302360305954956)  2025-11-11T17:46Z [----] followers, [----] engagements


"$MCW - Of all the stocks I've posted about over the last 2-3 months the inability of this one to catch a bid has been surprising. Finally a 13G here. Leonard Green just bought 60% of Top Golf. Maybe they buy back the rest of this too. https://ir.mistercarwash.com/node/9251/html $MCW - my original post. Now they're disclosing maintenance FCF and at 25% of revenues it is in fact ridiculous. https://ir.mistercarwash.com/node/9251/html $MCW - my original post. Now they're disclosing maintenance FCF and at 25% of revenues it is in fact ridiculous"  
[X Link](https://x.com/CapitalFang/status/1992250380508676282)  2025-11-22T15:14Z [----] followers, [----] engagements


"$SGI proposes to acquire $LEG in a move that would further consolidate the mattress industry value chain and provide them with another level of vertical integration"  
[X Link](https://x.com/CapitalFang/status/1995472536293855426)  2025-12-01T12:38Z [----] followers, [----] engagements


"$NWL - announces further cost savings and basically reaffirms Q4 guidance (sales at low end due to Latin America muted recovery). This means the US biz is inline and sets the stage for further improvement in '26 vs. '25. Will talk more about this at MS conf tomorrow. This got me thinking. There are companies for which tariffs have been a nuisance like $ANF and then there are companies for which tariffs have been an abject disaster like $NWL (CFO and EPS hit) and $JAKK (lower sales). Time to make a list because '26 s/b much better than '25. This got me thinking. There are companies for which"  
[X Link](https://x.com/CapitalFang/status/1995488952497897754)  2025-12-01T13:43Z [----] followers, [----] engagements


"$AHT - Monty is grinding shareholders into submission. Unlike Lane Kiffin he's not looking for greener pastures elsewhere. Just going to pick up the scraps from yet another year of tax loss selling"  
[X Link](https://x.com/CapitalFang/status/1995570025676370359)  2025-12-01T19:05Z [----] followers, [----] engagements


"$LESL - I assume someone that follows me has decided to tempt fate with tonight's print. Leverage ratio is through the roof. @Valuemaverick you messing with this"  
[X Link](https://x.com/CapitalFang/status/1995920315935760772)  2025-12-02T18:17Z [----] followers, [----] engagements


"$AHT seems to be following the $AINC path. See if they delist and then offer a "premium". $AHT - Monty is grinding shareholders into submission. Unlike Lane Kiffin he's not looking for greener pastures elsewhere. Just going to pick up the scraps from yet another year of tax loss selling. $AHT - Monty is grinding shareholders into submission. Unlike Lane Kiffin he's not looking for greener pastures elsewhere. Just going to pick up the scraps from yet another year of tax loss selling"  
[X Link](https://x.com/CapitalFang/status/1995924944488738891)  2025-12-02T18:36Z [----] followers, [----] engagements


"$NWL - spoke yesterday at MS. FCF will improve significantly in '26 which will allow them to resume debt paydown. Higher CFO Lowe CAPEX. Talking 12-15% operating margin over time vs 6-6.5% today so massive upside if achieved. Everybody HATES this stock so nothing priced in. $NWL - announces further cost savings and basically reaffirms Q4 guidance (sales at low end due to Latin America muted recovery). This means the US biz is inline and sets the stage for further improvement in '26 vs. '25. Will talk more about this at MS conf tomorrow. $NWL - announces further cost savings and basically"  
[X Link](https://x.com/CapitalFang/status/1996217828140007617)  2025-12-03T13:59Z [----] followers, [----] engagements


"$DBI $GIII $CAL $CBRL $PLAY $JILL $LOVE $CULP $LULU $RH all report this week. Could be some wild moves this week from this bunch given high short interest. Plus we've got $SNBR talking at a conference. And the Fed"  
[X Link](https://x.com/CapitalFang/status/1997471907554476078)  2025-12-07T01:03Z [----] followers, [----] engagements


"Huge move in $DBI (still comping negative though). $GIII raised guide and added a divided. $CAL got smoked on the guide down but the conference call was very constructive and well positioned for '26. Bought the dip. $DBI $GIII $CAL $CBRL $PLAY $JILL $LOVE $CULP $LULU $RH all report this week. Could be some wild moves this week from this bunch given high short interest. Plus we've got $SNBR talking at a conference. And the Fed. $DBI $GIII $CAL $CBRL $PLAY $JILL $LOVE $CULP $LULU $RH all report this week. Could be some wild moves this week from this bunch given high short interest. Plus we've"  
[X Link](https://x.com/CapitalFang/status/1998429660062118079)  2025-12-09T16:28Z [----] followers, [----] engagements


"$AHT announces review of strategic alternatives. Hopefully the removal of Monty is part of this. https://ashfordhospitalitytrust.q4ir.com/investor/news/press-releases/press-release/2025/ASHFORD-HOSPITALITY-TRUST-ANNOUNCES-REVIEW-OF-STRATEGIC-ALTERNATIVES/default.aspx https://ashfordhospitalitytrust.q4ir.com/investor/news/press-releases/press-release/2025/ASHFORD-HOSPITALITY-TRUST-ANNOUNCES-REVIEW-OF-STRATEGIC-ALTERNATIVES/default.aspx"  
[X Link](https://x.com/CapitalFang/status/1998502881306226923)  2025-12-09T21:19Z [----] followers, [----] engagements


"$AHT - this is a little out of date (end of Q2) but not crazy out of date. My guess is Monty comes in at level to make people who bought at $3 happy but most others not so much. This is easily worth 10-20x (or more) in liquidation depending on termination fee. TBD. $AHT - so $334M of preferred. $1B of NAV less $334M of preferred = $666M net divided by 6m ish shares for $111 stock price (UPON LIQUIDATION) vs. $6.32 current price. No way it's happening but math is math. https://t.co/XUnPB0nGuz $AHT - so $334M of preferred. $1B of NAV less $334M of preferred = $666M net divided by 6m ish shares"  
[X Link](https://x.com/CapitalFang/status/1998512634451341669)  2025-12-09T21:58Z [----] followers, [----] engagements


"$AHT - here's some data on NAV from the refinancing of two large pools earlier this year. $AHT - so between the Highland extension ($370M NAV) and this refi early in the year ($286M) that's $656M in NAV. Also north of $100M of NAV in the Nashville hotel assuming 65-70% LTV on $267M loan. Been saying $1B in NAV and the data backs it up. Crazy dislocation here. $AHT - so between the Highland extension ($370M NAV) and this refi early in the year ($286M) that's $656M in NAV. Also north of $100M of NAV in the Nashville hotel assuming 65-70% LTV on $267M loan. Been saying $1B in NAV and the data"  
[X Link](https://x.com/CapitalFang/status/1998756479726432357)  2025-12-10T14:07Z [----] followers, [----] engagements


"$PTLO $RRGB $GENK make your pick Washed out tax loss restaurant poll. If prefer one not listed feel free to comment in replies. Washed out tax loss restaurant poll. If prefer one not listed feel free to comment in replies"  
[X Link](https://x.com/CapitalFang/status/1999934196014612983)  2025-12-13T20:07Z [----] followers, [----] engagements


"$F going all-in on hybrids and taking a big write-down on EVs while raising EBIT guide for [----]. Fantastic news for $CPS which hybrids are the biggest moneymaker"  
[X Link](https://x.com/CapitalFang/status/2000675346316693724)  2025-12-15T21:12Z [----] followers, [----] engagements


"$AHT [--]. Announce strategic alternatives due to value dislocation [--]. Set up [--] month retention bonus plan for CEO [--]. Establish what appears to be a complex poison pill Nobody puts Monty in a corner https://d18rn0p25nwr6d.cloudfront.net/CIK-0001232582/8d1249af-514f-43c9-bbf6-692c7366fffd.html https://d18rn0p25nwr6d.cloudfront.net/CIK-0001232582/8d1249af-514f-43c9-bbf6-692c7366fffd.html"  
[X Link](https://x.com/CapitalFang/status/2000995512015839242)  2025-12-16T18:24Z [----] followers, [----] engagements


"$AHT guess for [----] - "board" decides Monty only logical buyer for shareholders b/c every other party would have to pay massive termination fee (see $BHR) and he gets $1B of NAV at a 90%+ discount. This implies $15 at 90% discount (🤞) and $8 at 95% discount (much more likely)"  
[X Link](https://x.com/CapitalFang/status/2003830736667963886)  2025-12-24T14:10Z [----] followers, [----] engagements


"Final [----] comment: $WBA gone. $HBI part of $GIL (own) and prob big upside. $NWL (own) - '26 s/b better than '25 but show me story. $VFC - still waiting on Vans. $CPRI (own) - massive buyback starts soon. $AAP - pure excrement. $NKE - still no clue. don't trust the insider buys. Update: $WBA gone. $HBI essentially gone. $VFC on track but in a non-linear phase. $NWL in a linear phase with negative slope (maybe '26). $AAP adding more bodies to the graveyard. $CPRI TBD but getting some sell side love. $NKE TBD. Update: $WBA gone. $HBI essentially gone. $VFC on track but in a non-linear phase."  
[X Link](https://x.com/CapitalFang/status/2004326285900968008)  2025-12-25T22:59Z [----] followers, [----] engagements


"Yes it's $NWL so can't take it at face value: '25 baseline EPS of $0.56-0.60 OM expansion 50bps Lower cash tariffs $60M Add'l W/C reductions Lower cash taxes Lower cash bonuses ($60-70M) Lower CAPEX $50M All from 12/1 MS conf. If this happens stock rerates much higher TBD"  
[X Link](https://x.com/CapitalFang/status/2005035932622487752)  2025-12-27T21:59Z [----] followers, [----] engagements


"$AHT extends the mgmt agreement to [----]. This means it's going to be Monty as the termination fee is likely prohibitive to anyone else. BUT this also means that $BHR is likely to be sold b/c that $480M (hopefully lower) fee is the golden ticket. Playing out just as I expected"  
[X Link](https://x.com/CapitalFang/status/2006475660634816548)  2025-12-31T21:20Z [----] followers, [----] engagements


"2025: Winners: [--] $CPS by a mile [--] $SNBR for 2nd year in a row [--] $RRGB (was #5 last year) [--] $NDLS [--] $HBI/ $GIL Losers: [--] $SUP by a very wide margin - just stupid [--] $GENK (winner last year) [--] $DECK (not large) All via long exposure used SPY puts to hedge. Timing matters"  
[X Link](https://x.com/CapitalFang/status/2006505357259190709)  2025-12-31T23:18Z [----] followers, [----] engagements


"Probably should have just been 100% $CPS. Would have saved a lot of headaches and a lot of posts on this site. 2025: Winners: [--] $CPS by a mile [--] $SNBR for 2nd year in a row [--] $RRGB (was #5 last year) [--] $NDLS [--] $HBI/ $GIL Losers: [--] $SUP by a very wide margin - just stupid [--] $GENK (winner last year) [--] $DECK (not large) All via long exposure used SPY puts to hedge. Timing matters 2025: Winners: [--] $CPS by a mile [--] $SNBR for 2nd year in a row [--] $RRGB (was #5 last year) [--] $NDLS [--] $HBI/ $GIL Losers: [--] $SUP by a very wide margin - just stupid [--] $GENK (winner last year) [--] $DECK (not large) All via"  
[X Link](https://x.com/CapitalFang/status/2006506409870151959)  2025-12-31T23:23Z [----] followers, [----] engagements


"@goblincharts $CPS is still my largest position. Even in a flat auto production environment their margins will expand plus a refi is imminent. But never know - $NDLS came out of nowhere for a few great trades. So could be a name I've never owned"  
[X Link](https://x.com/CapitalFang/status/2006516213309222931)  2026-01-01T00:01Z [----] followers, [---] engagements


"Should have spent less time focusing on value dislocation at $AHT and more time focusing on this feed. My first ever post on my returns (I have shared a screenshot or two in the comments combatting trolls). [----] ➡+1667% [----] ➡+510% 9yr IRR➡+154% (yes +154% per year over the last [--] years). For the [----] and [----] returns I have easily accessible screenshots to show you https://t.co/lpHeSg3y2N My first ever post on my returns (I have shared a screenshot or two in the comments combatting trolls). [----] ➡+1667% [----] ➡+510% 9yr IRR➡+154% (yes +154% per year over the last [--] years). For the [----] and"  
[X Link](https://x.com/CapitalFang/status/2006754564184408524)  2026-01-01T15:49Z [----] followers, [----] engagements


"Looking at the restaurant track at ICR in [--] days and concluding that $FOUR is a better pick than any of them. $SHAK (despite the valuation) could get a dead cat bounce. Gonna wait on $PTLO until they talk - happy to let the Beef Mafia on here call the bottom"  
[X Link](https://x.com/CapitalFang/status/2007167174927147212)  2026-01-02T19:08Z [----] followers, [----] engagements


"@SFarringtonBKC Lol. They should've called it the Portildo in that scene in Hunting Wives. On $PTLO what matters is (rev growth - SSS growth)/unit growth. Or Non-comp AWS/Comp AWS. If those %'s can start trending upward it shows better traction in new markets. Crap units to comp base may help"  
[X Link](https://x.com/CapitalFang/status/2007171583304184226)  2026-01-02T19:26Z [----] followers, [---] engagements


"The screenshot caused someone to tell me to look into $DNUT. There is an actual story there but no idea if they'll be able to pull it off. Asset light and calorie heavy for the win.maybe. Looking at the restaurant track at ICR in [--] days and concluding that $FOUR is a better pick than any of them. $SHAK (despite the valuation) could get a dead cat bounce. Gonna wait on $PTLO until they talk - happy to let the Beef Mafia on here call the bottom. https://t.co/w1IJ47WdhZ Looking at the restaurant track at ICR in [--] days and concluding that $FOUR is a better pick than any of them. $SHAK (despite"  
[X Link](https://x.com/CapitalFang/status/2007214834065227956)  2026-01-02T22:18Z [----] followers, [----] engagements


"$AHT - the best way for shareholders to get anything close to fair value here is for shareholders to get the stock closer to fair value. And that's multiples of the current stock price. If they use an ATM at $20 so be it. $AHT guess for [----] - "board" decides Monty only logical buyer for shareholders b/c every other party would have to pay massive termination fee (see $BHR) and he gets $1B of NAV at a 90%+ discount. This implies $15 at 90% discount (🤞) and $8 at 95% discount (much more likely). $AHT guess for [----] - "board" decides Monty only logical buyer for shareholders b/c every other"  
[X Link](https://x.com/CapitalFang/status/2007614366393524615)  2026-01-04T00:45Z [----] followers, [----] engagements


"Local sandwich (fantastic by the way) can't succeed out of local habitat after founders sell out. We'll see if $PTLO meets a similar fate. https://www.boston.com/food/food-news/2026/01/07/kellys-roast-beef-locations-close-florida/p1=hp_featurestack https://www.boston.com/food/food-news/2026/01/07/kellys-roast-beef-locations-close-florida/p1=hp_featurestack"  
[X Link](https://x.com/CapitalFang/status/2009045250518426097)  2026-01-07T23:31Z [----] followers, [---] engagements


"$CRI with a solid holiday update with y/o/y growth in all channels: ecomm stores wholesale and international. Does same apply to $PLCE No f'ing clue after their Q3m but certainly possible"  
[X Link](https://x.com/CapitalFang/status/2009606422053740583)  2026-01-09T12:41Z [----] followers, [---] engagements


"$LVLU Down in micro/nano-cap land this $LVLU actually put up a decent quarter. Has barely any net debt and has generated more than $1/share in FCF this year on a $5 stock after being FCF neutral in [----]. Trading at less than 0.1x EV/Sales while FCF positive. Crazy. Down in micro/nano-cap land this $LVLU actually put up a decent quarter. Has barely any net debt and has generated more than $1/share in FCF this year on a $5 stock after being FCF neutral in [----]. Trading at less than 0.1x EV/Sales while FCF positive. Crazy"  
[X Link](https://x.com/CapitalFang/status/2010831683008745757)  2026-01-12T21:50Z [----] followers, [----] engagements


"$AHT - loan extension for [--] hotel pool at $723.6M at 65% of appraised value implies almost $400M in NAV just for these hotels. Also suspending preferred dividends. Step [--] in the plan to drive the strategic alternative resolution into Monty's hands. https://ashfordhospitalitytrust.q4ir.com/investor/news/press-releases/press-release/2026/ASHFORD-HOSPITALITY-TRUST-ANNOUNCES-EXTENSION-OF-HIGHLAND-LOAN-AND-SUSPENSION-OF-PREFERRED-DIVIDENDS/default.aspx"  
[X Link](https://x.com/CapitalFang/status/2011070044537831589)  2026-01-13T13:37Z [----] followers, [---] engagements


"$AHT with the latest Highland extension and $10M paydown the NAV on that loan pool has increased from $370M to $388M. That's an $18M increase on a $28M market cap company. LOL. $AHT - so between the Highland extension ($370M NAV) and this refi early in the year ($286M) that's $656M in NAV. Also north of $100M of NAV in the Nashville hotel assuming 65-70% LTV on $267M loan. Been saying $1B in NAV and the data backs it up. Crazy dislocation here. $AHT - so between the Highland extension ($370M NAV) and this refi early in the year ($286M) that's $656M in NAV. Also north of $100M of NAV in the"  
[X Link](https://x.com/CapitalFang/status/2011072291606548584)  2026-01-13T13:46Z [----] followers, [----] engagements


"$AHT - there was $368M of preferred stock at 9/30/25. So $1B of NAV less $368M = $632M of "Common NAV" divided by [---] million shares = $97/share. Stock is $4ish. What's Monty gonna steal this thing for"  
[X Link](https://x.com/CapitalFang/status/2011077884304376075)  2026-01-13T14:08Z [----] followers, [----] engagements


"$AHT - put another away. The $388 NAV from the loan pool covers the preferred so the NAV from the remaining hotels either flows to common or much more likely to Monty. $AHT - there was $368M of preferred stock at 9/30/25. So $1B of NAV less $368M = $632M of "Common NAV" divided by [---] million shares = $97/share. Stock is $4ish. What's Monty gonna steal this thing for https://t.co/L3erRXVah5 $AHT - there was $368M of preferred stock at 9/30/25. So $1B of NAV less $368M = $632M of "Common NAV" divided by [---] million shares = $97/share. Stock is $4ish. What's Monty gonna steal this thing for"  
[X Link](https://x.com/CapitalFang/status/2011086990414864390)  2026-01-13T14:44Z [----] followers, [----] engagements


"$AHT - last comment. I'm not a lawyer but I'd think the LAST thing Monty wants is to file BK on this thing and have the court order a liquidation as he owns zero shares (I'd love that scenario). I just think he's scheming to pay as little as possible for the assets. $AHT - put another away. The $388 NAV from the loan pool covers the preferred so the NAV from the remaining hotels either flows to common or much more likely to Monty. $AHT - put another away. The $388 NAV from the loan pool covers the preferred so the NAV from the remaining hotels either flows to common or much more likely to"  
[X Link](https://x.com/CapitalFang/status/2011136206181187940)  2026-01-13T18:00Z [----] followers, [----] engagements


"@Fierce__beast Well not if they can get the operating margin up toward 10% and start paying down debt. And they are the market leader in baby. I'd argue at $4 most people are aware of the terminal value question and shorts have overstayed their welcome"  
[X Link](https://x.com/CapitalFang/status/2011500637645590845)  2026-01-14T18:08Z [----] followers, [---] engagements


"From date of poll: $PTLO up 28% $GENK and $RRGB basically flat. Washed out tax loss restaurant poll. If prefer one not listed feel free to comment in replies. Washed out tax loss restaurant poll. If prefer one not listed feel free to comment in replies"  
[X Link](https://x.com/CapitalFang/status/2014814023137554728)  2026-01-23T21:34Z [----] followers, [----] engagements


"$SNBR - welcome aboard Travis (and Taylor). https://ir.sleepnumber.com/news/news-details/2026/Sleep-Number-Welcomes-Travis-Kelce-as-its-Newest-Strategic-Partner-and-Investor/default.aspx $SNBR - at ICR CEO reiterated this view. Proforma EBITDA margin of 8% exiting '25 and potential to exceed previous highs if they can start growing again. New lower price point bed (announced yesterday) may help acquire new customers previously priced out https://ir.sleepnumber.com/news/news-details/2026/Sleep-Number-Welcomes-Travis-Kelce-as-its-Newest-Strategic-Partner-and-Investor/default.aspx $SNBR - at ICR"  
[X Link](https://x.com/CapitalFang/status/2016498613682061349)  2026-01-28T13:08Z [----] followers, [----] engagements


"$SNBR - Shareholders have a new favorite song https://www.youtube.com/watchv=6m50keINEOI $SNBR - welcome aboard Travis (and Taylor). https://t.co/dXQDtrF0JA https://www.youtube.com/watchv=6m50keINEOI $SNBR - welcome aboard Travis (and Taylor). https://t.co/dXQDtrF0JA"  
[X Link](https://x.com/CapitalFang/status/2016500141046251702)  2026-01-28T13:14Z [----] followers, [----] engagements


"@taobanker Own genk and have said plenty. Gtim needs to be private. Mhgu is have no idea and seems to hard to buy shares anyway"  
[X Link](https://x.com/CapitalFang/status/2016606884237615446)  2026-01-28T20:18Z [----] followers, [---] engagements


"$DECK - can certainly see $150 on the horizon now. $DECK - $10ish per share in cash on hand and generating another $7ish per share annually in FCF. $DECK - $10ish per share in cash on hand and generating another $7ish per share annually in FCF"  
[X Link](https://x.com/CapitalFang/status/2016982469887529461)  2026-01-29T21:11Z [----] followers, [----] engagements


"@taobanker $GENK - In [----] they ended the year with [--] units and did $33.3M in [--] wall profit. At Q3 [----] they have [--] units and TTM [--] wall profit is $33.7M. So 84% unit growth and nothing to show for it. Stop the fucking unit growth and run it for cash flow"  
[X Link](https://x.com/CapitalFang/status/2017586920373600385)  2026-01-31T13:13Z [----] followers, [---] engagements


"$LVLU - further wholesale expansion https://investors.lulus.com/news-releases/news-release-details/lulus-expands-all-nordstrom-stores-nationwide-marking-next Down in micro/nano-cap land this $LVLU actually put up a decent quarter. Has barely any net debt and has generated more than $1/share in FCF this year on a $5 stock after being FCF neutral in [----]. Trading at less than 0.1x EV/Sales while FCF positive. Crazy. https://investors.lulus.com/news-releases/news-release-details/lulus-expands-all-nordstrom-stores-nationwide-marking-next Down in micro/nano-cap land this $LVLU actually put up a"  
[X Link](https://x.com/CapitalFang/status/2018642205754486834)  2026-02-03T11:06Z [----] followers, [---] engagements


"$CPRI - beat raised lower end essentially debt free $1B buyback to launch in fiscal year beginning on 4/1/26. Train about to leave the station here. All aboard. Final [----] comment: $WBA gone. $HBI part of $GIL (own) and prob big upside. $NWL (own) - '26 s/b better than '25 but show me story. $VFC - still waiting on Vans. $CPRI (own) - massive buyback starts soon. $AAP - pure excrement. $NKE - still no clue. don't trust the insider buys. Final [----] comment: $WBA gone. $HBI part of $GIL (own) and prob big upside. $NWL (own) - '26 s/b better than '25 but show me story. $VFC - still waiting on"  
[X Link](https://x.com/CapitalFang/status/2018658325802664250)  2026-02-03T12:10Z [----] followers, [----] engagements


"$CPRI - minimal net debt $2.75B market cap $1B buyback. I expect the stock to move explosively like $DIN did after they announced their $50M near-term buyback in November"  
[X Link](https://x.com/CapitalFang/status/2018679359553372620)  2026-02-03T13:33Z [----] followers, [---] engagements


"$BHR - pretty clear the Company is getting sold based on this press release. Then we can focus on Monty buying $AHT. https://braemar.q4ir.com/investor/news-events/press-releases/news-details/2026/BRAEMAR-HOTELS--RESORTS-INC--PROVIDES-DIVIDEND-POLICY-CLARIFICATIONS/default.aspx https://braemar.q4ir.com/investor/news-events/press-releases/news-details/2026/BRAEMAR-HOTELS--RESORTS-INC--PROVIDES-DIVIDEND-POLICY-CLARIFICATIONS/default.aspx"  
[X Link](https://x.com/CapitalFang/status/2018695973879304660)  2026-02-03T14:40Z [----] followers, [---] engagements


"$CPRI - appreciate the dip. $CPRI - beat raised lower end essentially debt free $1B buyback to launch in fiscal year beginning on 4/1/26. Train about to leave the station here. All aboard. $CPRI - beat raised lower end essentially debt free $1B buyback to launch in fiscal year beginning on 4/1/26. Train about to leave the station here. All aboard"  
[X Link](https://x.com/CapitalFang/status/2018791361059959036)  2026-02-03T20:59Z [----] followers, [---] engagements


"$LUCK event biz comping positive in Jan/Feb. League play remains solid"  
[X Link](https://x.com/CapitalFang/status/2019171137637454179)  2026-02-04T22:08Z [----] followers, [----] engagements


"$LUCK $LUCK event biz comping positive in Jan/Feb. League play remains solid. https://t.co/QvIvN5qsHT $LUCK event biz comping positive in Jan/Feb. League play remains solid. https://t.co/QvIvN5qsHT"  
[X Link](https://x.com/CapitalFang/status/2019446343668736074)  2026-02-05T16:21Z [----] followers, [---] engagements


"@Fierce__beast It's been a great short for the last few years. No argument there. But if they even achieve half of what they talked about at MS I don't think you'll want to be short at this point in time"  
[X Link](https://x.com/CapitalFang/status/2011430422711054355)  2026-01-14T13:29Z [----] followers, [---] engagements


"$NWL - This all pretty much holds. Guide implies that biz improves significantly post Q1. Stock had a nice run back to $4.50-4.60. Would love a chance to reload sub $4. Yes it's $NWL so can't take it at face value: '25 baseline EPS of $0.56-0.60 OM expansion 50bps Lower cash tariffs $60M Add'l W/C reductions Lower cash taxes Lower cash bonuses ($60-70M) Lower CAPEX $50M All from 12/1 MS conf. If this happens stock rerates much higher TBD Yes it's $NWL so can't take it at face value: '25 baseline EPS of $0.56-0.60 OM expansion 50bps Lower cash tariffs $60M Add'l W/C reductions Lower cash taxes"  
[X Link](https://x.com/CapitalFang/status/2019751912619315636)  2026-02-06T12:35Z [----] followers, [----] engagements


"@logicalwealth @basilialukos We're in bigger trouble if AI can displace $ORLY or $AZO.just saying"  
[X Link](https://x.com/CapitalFang/status/2022343028057477516)  2026-02-13T16:12Z [----] followers, [--] engagements


"$SUP - lowered guide says $50-80M in unlevered FCF for the year. Only at $19M through Q3 so will see a nice lift in Q4. $SUP - the guide down that everyone knew was coming. US value added sales and adj EBITDA actually grew in Q3. No longer listed the preferred redemption on debt maturity schedule and used "excess cash" balance at debt refi. If TPG wants their money out gonna have to cut a deal. $SUP - the guide down that everyone knew was coming. US value added sales and adj EBITDA actually grew in Q3. No longer listed the preferred redemption on debt maturity schedule and used "excess cash""  
[X Link](https://x.com/CapitalFang/status/1854519058391044242)  2024-11-07T13:39Z [----] followers, [----] engagements


"Back in $NVR for the first time in years. Remember owning this at around $750-800 coming out of the GFC. Along with $AZO probably the best [--] stock buyback stories ever. Share count now sub [--] million. 30% off highs with headwinds galore already known"  
[X Link](https://x.com/CapitalFang/status/1914751706912485805)  2025-04-22T18:42Z [----] followers, 10.6K engagements


"Wonder if it's the time to just say fuck it and buy a basket of housing related stocks that have seen 3.5-4 years of double digit revenue declines while restructuring their cost bases. Akin to buying $HD in spring of [----] at $30. Fine being a few months early. Coiled springs"  
[X Link](https://x.com/CapitalFang/status/1938274335065600000)  2025-06-26T16:33Z [----] followers, 14.5K engagements


"Some Examples: $PRPL -plant consolidation deal with $SGI done gaining share with new product line $SNBR -significant cost cuts of $4ish per share insider buys above $9 $RH -biz inflection. investment cycle ending. $WHR -paid to wait. Tariffs may help sales but hurt costs. Wonder if it's the time to just say fuck it and buy a basket of housing related stocks that have seen 3.5-4 years of double digit revenue declines while restructuring their cost bases. Akin to buying $HD in spring of [----] at $30. Fine being a few months early. Coiled springs. Wonder if it's the time to just say fuck it and"  
[X Link](https://x.com/CapitalFang/status/1947266613117374884)  2025-07-21T12:05Z [----] followers, 14.6K engagements


"$CPS grows EBITDA by almost 25% y/o/y on slightly down sales. Raises EBITDA guide to $220-250M from $200-235M despite lowering NA auto production forecast from 15.1m units to 14.9m. Waiting on refi. Stellar execution. Still my favorite name. $CPS - beast mode activated with adjusted EBITDA doubling y/o/y with sales down 1.4%. Stellar execution. My favorite name. $CPS - beast mode activated with adjusted EBITDA doubling y/o/y with sales down 1.4%. Stellar execution. My favorite name"  
[X Link](https://x.com/CapitalFang/status/1951019851033747904)  2025-07-31T20:39Z [----] followers, [----] engagements


"$GENK - CEO gets worse every conference call instead of better. Would think sell side starts dropping coverage. But labor initiatives seem legit so 17-18% [--] wall is possible. One "no-growth" year as a non-public company would generate enough FCF for a $5-6 mgmt buyout. Just do it"  
[X Link](https://x.com/anyuser/status/1953240654429208827)  2025-08-06T23:43Z [----] followers, [----] engagements


"$MCW (don't own) - 33% EBITDA margins own 10-11% of locations. Reasonable debt level. Maintenance FCF likely ridiculous. Stock basically at all-time lows. No dividend. No buybacks. No insider buying. No 13Fs or 13Gs. Trades like it's a Monty Bennett entity. Why"  
[X Link](https://x.com/CapitalFang/status/1958592038611689564)  2025-08-21T18:08Z [----] followers, 10.3K engagements


"$AHT / $BHR - Sadly Monty stays in Dallas but the superstars do not"  
[X Link](https://x.com/CapitalFang/status/1961237925963923888)  2025-08-29T01:22Z [----] followers, [----] engagements


"Most of my ill-fated efforts on Hotel REITs have been focused on $AHT and $BHR. But almost the entire space trades at massive discounts to NAV even as individual asset sales validate NAV. Time has come for a non-Monty Bennett basket for yield and capital appreciation. $CLDT Hotel REIT with a $309.5 million market cap and a $765.6 million enterprise value way below its investment portfolios book value of $1.14 billion. Trades at a cap rate of 17.8%. Debt has decreased and they're starting to repurchase shares -- Link in bio for write-up. https://t.co/6ut0urWpiW $CLDT Hotel REIT with a $309.5"  
[X Link](https://x.com/anyuser/status/1979948198148841815)  2025-10-19T16:30Z [----] followers, 11.1K engagements


"$CPS - taking down Q4 profit by $25M due to temporary supply chain and market disruptions. Would think this is mostly (if not entirely) related to the Novelis fire affecting F-150 production. $F will make up for lost volume in '26 and $CPS will benefit. Happy to add on weakness. $CPS - 27% of sales were to $F in [----] and F150 is the top platform. So stock hammered in the last week as we await implications of Novelis fire. Temporary blip as we await news on the refi. Reminds me of the dip in $UNFI which was an amazing buying opportunity. $CPS - 27% of sales were to $F in [----] and F150 is the"  
[X Link](https://x.com/CapitalFang/status/1984062967139463326)  2025-10-31T01:00Z [----] followers, [----] engagements


"$GENK comped down 10% and did a 15% [--] wall margin. Many concepts would kill for a 15% [--] wall margin right now even if they comped positive. Honestly I thought it would be worse than this given the challenges in CA right now. $GENK - Guess it will already be dark in the Northeast. No f'ing clue what they say. Seems like there's a full blown takeout menu/delivery on the site now - a way to counter ICE raids in CA I put in a down 20% SSS in my model for kicks and can still get a 9% [--] wall margin. 🤷♂ $GENK - Guess it will already be dark in the Northeast. No f'ing clue what they say. Seems like"  
[X Link](https://x.com/anyuser/status/1986906106929598946)  2025-11-07T21:18Z [----] followers, [----] engagements


"$GENK says the magic phrase I've been waiting for: "If the restaurant operating environment doesn't improve in the short-term we will consider slowing our [----] growth plans." And the supermarket angle has potential to be significant ($100M in 4-5 years). Build the cash back up $GENK comped down 10% and did a 15% [--] wall margin. Many concepts would kill for a 15% [--] wall margin right now even if they comped positive. Honestly I thought it would be worse than this given the challenges in CA right now. $GENK comped down 10% and did a 15% [--] wall margin. Many concepts would kill for a 15% [--] wall"  
[X Link](https://x.com/anyuser/status/1986922983881908349)  2025-11-07T22:25Z [----] followers, [----] engagements


"$OI - $1.65-$1.90 EPS guide is heavily skewed to Q2-Q4 due to tough Q1 compare (pre-tariff buying etc.). As of now [----] is a mild improvement of [----] before a projected step change in [----]. Happy to add at 8-9x the midpoint"  
[X Link](https://x.com/CapitalFang/status/2021575359649501576)  2026-02-11T13:21Z [----] followers, [---] engagements


"$CROX - guides to $12.88-$13.35 and stock at $82 heading into the print. Feels like an $ANF / $DECK move is coming"  
[X Link](https://x.com/CapitalFang/status/2021922772742787574)  2026-02-12T12:22Z [----] followers, [---] engagements


"$WEN US SSS down 11.3%"  
[X Link](https://x.com/CapitalFang/status/2022289983223033971)  2026-02-13T12:41Z [----] followers, [----] engagements


"$WEN - should've bought the dip. Easy compares i guess. $WEN US SSS down 11.3%. https://t.co/g49OmsouyP $WEN US SSS down 11.3%. https://t.co/g49OmsouyP"  
[X Link](https://x.com/CapitalFang/status/2022356991696662797)  2026-02-13T17:07Z [----] followers, [---] engagements


"$RGS - Supercuts positive SSS even with Easter headwind in March and comped 4.5% in April. Starting to generate meaningful FCF. Hopefully stock rerates back towards last year's highs"  
[X Link](https://x.com/anyuser/status/1922262829152752087)  2025-05-13T12:09Z [----] followers, [----] engagements


"$GENK - a lot of hate on here for the name which I get. BUT founders own 85% of A/B shares. Could easily get a $25M loan take it private at a premium and pay the loan off within 12-15 months if they scaled back growth and ran it for cash. Gotta be nuts to short it here"  
[X Link](https://x.com/CapitalFang/status/1922668764941750416)  2025-05-14T15:02Z [----] followers, [----] engagements


"$GENK CFO bought 2K shares at $4 on Friday. Not massive but I'll take it at this point. $GENK - files S-3 in which founding families: [--]. Register to convert all B shares to A shares [--]. Register all corresponding A shares (plus other A shares owned) for sale. One class of stock makes it much easier for investors to understand. TBD if anyone sells.or buys. $GENK - files S-3 in which founding families: [--]. Register to convert all B shares to A shares [--]. Register all corresponding A shares (plus other A shares owned) for sale. One class of stock makes it much easier for investors to understand."  
[X Link](https://x.com/anyuser/status/1925286450578260074)  2025-05-21T20:23Z [----] followers, [----] engagements


"$VFC - [--] sizable insider buys including the CEO buying $1 million. https://www.vfc.com/investors/financial-information/sec-filings/content/0001127602-25-015575/0001127602-25-015575.pdf All have reported now but $NKE (still no visibility). $AAP shocked today but I'd think next phase of turn is harder. $CPRI and $VFC need to show key brands turning but upside massive. $NWL cheap IF hit/beat numbers. $HBI no longer a turnaround and the easiest story of the bunch. https://www.vfc.com/investors/financial-information/sec-filings/content/0001127602-25-015575/0001127602-25-015575.pdf All have"  
[X Link](https://x.com/CapitalFang/status/1927326867305943394)  2025-05-27T11:31Z [----] followers, 11.9K engagements


"$RGS looks like it's getting added to Russell Microcap Index. Right as it appears their SSS have inflected and they are moving to more consistent FCF generation. Interesting"  
[X Link](https://x.com/anyuser/status/1927342433404096771)  2025-05-27T12:33Z [----] followers, [----] engagements


"$GENK - and now a [--] cent special divvy. They own 85%+ of the company so why not do even more. A bonus without payroll tax implications. That's how $DDS does it too. $GENK CFO bought 2K shares at $4 on Friday. Not massive but I'll take it at this point. $GENK CFO bought 2K shares at $4 on Friday. Not massive but I'll take it at this point"  
[X Link](https://x.com/CapitalFang/status/1927698992340635865)  2025-05-28T12:10Z [----] followers, [----] engagements


"$ANF - sometimes a little bit of common sense goes a long way. $ANF has $18/sh in cash/investments and guided to $10.90 midpoint. Maybe $10.70 ex-interest income. Stock is $87 or $69 ex-cash. So under 6.5x PE. US biz could get worse Europe cab boycott US brands etc. but sub $80 today priced in a pretty bad outcome. Taking a shot long.🤷♂ $ANF has $18/sh in cash/investments and guided to $10.90 midpoint. Maybe $10.70 ex-interest income. Stock is $87 or $69 ex-cash. So under 6.5x PE. US biz could get worse Europe cab boycott US brands etc. but sub $80 today priced in a pretty bad outcome."  
[X Link](https://x.com/CapitalFang/status/1927699871357686029)  2025-05-28T12:13Z [----] followers, [----] engagements


"$GENK - S-3 is now effective which means there's now effectively only one class of stock. https://investor.genkoreanbbq.com/static-files/cfd4e0ac-3434-450f-883e-f3116f4c0bab $GENK - files S-3 in which founding families: [--]. Register to convert all B shares to A shares [--]. Register all corresponding A shares (plus other A shares owned) for sale. One class of stock makes it much easier for investors to understand. TBD if anyone sells.or buys. https://investor.genkoreanbbq.com/static-files/cfd4e0ac-3434-450f-883e-f3116f4c0bab $GENK - files S-3 in which founding families: [--]. Register to convert all"  
[X Link](https://x.com/CapitalFang/status/1928540748808323186)  2025-05-30T19:55Z [----] followers, [----] engagements


"$GENK - insider steps up with a 30k share buy. https://investor.genkoreanbbq.com/static-files/796c7aa8-5192-4c88-b641-9ab950518aa4 $GENK - S-3 is now effective which means there's now effectively only one class of stock. https://t.co/P6bQ9xTK7o https://investor.genkoreanbbq.com/static-files/796c7aa8-5192-4c88-b641-9ab950518aa4 $GENK - S-3 is now effective which means there's now effectively only one class of stock. https://t.co/P6bQ9xTK7o"  
[X Link](https://x.com/CapitalFang/status/1929653313836105872)  2025-06-02T21:36Z [----] followers, [----] engagements


"$PLCE - Reminder that Q1 doesn't define their year. I do think that [---] stores in the US aren't enough - WMT has 10x that TGT has has almost 5x etc. That's a lot of moms making shopping trips where they can just add clothes to the cart"  
[X Link](https://x.com/CapitalFang/status/1931430687586111874)  2025-06-07T19:18Z [----] followers, [----] engagements


"$SNBR announced a CFO transition AND said they are on track to EXCEED the $80-100M cost savings target while remaining in compliance with debt covenants. So with 23m ish shares o/s looking at almost $5 per share in cuts - stock is $6.60. Coiled spring if demand returns"  
[X Link](https://x.com/CapitalFang/status/1947655609970552865)  2025-07-22T13:50Z [----] followers, 14.2K engagements


"$WHR reports tonight $PRPL tomorrow night $SNBR weds morning. About to find out if it's too early or not. Some Examples: $PRPL -plant consolidation deal with $SGI done gaining share with new product line $SNBR -significant cost cuts of $4ish per share insider buys above $9 $RH -biz inflection. investment cycle ending. $WHR -paid to wait. Tariffs may help sales but hurt costs. Some Examples: $PRPL -plant consolidation deal with $SGI done gaining share with new product line $SNBR -significant cost cuts of $4ish per share insider buys above $9 $RH -biz inflection. investment cycle ending. $WHR"  
[X Link](https://x.com/anyuser/status/1949876365869674842)  2025-07-28T16:55Z [----] followers, [----] engagements


"$VFC - insiders knew what they were doing when they bought stock. Still waiting on Vans turn but everything else looks good. $VFC - [--] sizable insider buys including the CEO buying $1 million. https://t.co/OOmAnk1Y4a $VFC - [--] sizable insider buys including the CEO buying $1 million. https://t.co/OOmAnk1Y4a"  
[X Link](https://x.com/CapitalFang/status/1950501826685436126)  2025-07-30T10:20Z [----] followers, 10.1K engagements


"OK - I'll rank 'em: [--]. $PRPL - multibagger with sales growth and GM expansion. Doesn't feel too early at all. [--]. $SNBR - potential multi-bagger if sales return to growth in '26. Risk/reward skews very positive though if strong stomach. [--]. $WHR - not exciting at all. Pass. $WHR reports tonight $PRPL tomorrow night $SNBR weds morning. About to find out if it's too early or not. $WHR reports tonight $PRPL tomorrow night $SNBR weds morning. About to find out if it's too early or not"  
[X Link](https://x.com/CapitalFang/status/1950673904114266400)  2025-07-30T21:44Z [----] followers, [----] engagements


"$CPS - yes that's an auto supplier RAISING guidance. $CPS grows EBITDA by almost 25% y/o/y on slightly down sales. Raises EBITDA guide to $220-250M from $200-235M despite lowering NA auto production forecast from 15.1m units to 14.9m. Waiting on refi. Stellar execution. Still my favorite name. $CPS grows EBITDA by almost 25% y/o/y on slightly down sales. Raises EBITDA guide to $220-250M from $200-235M despite lowering NA auto production forecast from 15.1m units to 14.9m. Waiting on refi. Stellar execution. Still my favorite name"  
[X Link](https://x.com/CapitalFang/status/1951020449803968939)  2025-07-31T20:41Z [----] followers, [----] engagements


"$CPS - Holy shit $CPS grows EBITDA by almost 25% y/o/y on slightly down sales. Raises EBITDA guide to $220-250M from $200-235M despite lowering NA auto production forecast from 15.1m units to 14.9m. Waiting on refi. Stellar execution. Still my favorite name. $CPS grows EBITDA by almost 25% y/o/y on slightly down sales. Raises EBITDA guide to $220-250M from $200-235M despite lowering NA auto production forecast from 15.1m units to 14.9m. Waiting on refi. Stellar execution. Still my favorite name"  
[X Link](https://x.com/CapitalFang/status/1951266418374082865)  2025-08-01T12:59Z [----] followers, [----] engagements


"Starting to feel like my sole purpose in life is to repeatedly buy $SNBR at $6 and flip at $9. That said could be more insider buys 13F or 13D filings and some type of debt refi before Q3 results in October. Also if stock really runs s/t they should have an ATM ready"  
[X Link](https://x.com/CapitalFang/status/1952803703544479958)  2025-08-05T18:47Z [----] followers, [----] engagements


"$PTLO $PLTO - just said Texas restaurants have "started off slow". Goodnight. $PLTO - just said Texas restaurants have "started off slow". Goodnight"  
[X Link](https://x.com/anyuser/status/1952805656806998333)  2025-08-05T18:55Z [----] followers, [----] engagements


"After a week in So Cal observing customer patterns and location proximity I have come to the conclusion that $JACK could generate an ancillary revenue stream by allowing In N Out patrons to park in their empty lots for a small fee. Maybe wash the cars too for add'l fee"  
[X Link](https://x.com/CapitalFang/status/1957127624066478265)  2025-08-17T17:09Z [----] followers, [----] engagements


"$CPS - Stifel initiates at buy with $39 target. $93 is more appropriate but great to see sell side finally taking notice. https://t.co/mc80EyZRAQ Bullish $CPS @HedgeFundTips @CapitalFang https://t.co/mc80EyZRAQ Bullish $CPS @HedgeFundTips @CapitalFang"  
[X Link](https://x.com/anyuser/status/1958283326382334024)  2025-08-20T21:41Z [----] followers, [----] engagements


"First $CATO then $KSS and now $TLYS. Revenge of the Turds continues. Will it extend to $PLCE No clue"  
[X Link](https://x.com/anyuser/status/1963340213784387975)  2025-09-03T20:35Z [----] followers, [----] engagements


"Main takeaway from Q2 consumer earnings seems to be that people are skipping booze burritos and Mediterranean bowls for the $10.99 deal at Chili's. And using the savings to buy apparel - especially denim"  
[X Link](https://x.com/CapitalFang/status/1963360435245379720)  2025-09-03T21:56Z [----] followers, [----] engagements


"Not sure rate cuts are going to make a difference given myriad of other factors affecting bottom line of companies. We'll see if July/August was consumer last gasp ahead of a weak holiday season. May see refi wave that boosts consumption if [--] year stays near 4%. TBD. Certainly pricing it in now. I just think it's hard to stop the inertia of a weakening job market and as slack increases you'll see companies finally willing to let go that 5-10% of headcount they've reluctantly held on to for the last [--] months. Adding to market hedges. Certainly pricing it in now. I just think it's hard to stop"  
[X Link](https://x.com/CapitalFang/status/1963947444212826361)  2025-09-05T12:48Z [----] followers, [----] engagements


"Some people look forward to the markets closing at 4pm today and starting their weekend. Others dread the markets closing at 4pm because it's T minus [--] minutes to a potential $PLCE detonation. $PLCE at Sidoti on 9/17-18 as of now. Feels like a good thing but no f'ing clue"  
[X Link](https://x.com/CapitalFang/status/1963969664939135297)  2025-09-05T14:17Z [----] followers, [----] engagements


"$PLCE - worth the wait. Turns out they are going to Sidoti because THERE'S A REAL STORY TO TELL. NO LONGER A TURD Some people look forward to the markets closing at 4pm today and starting their weekend. Others dread the markets closing at 4pm because it's T minus [--] minutes to a potential $PLCE detonation. $PLCE at Sidoti on 9/17-18 as of now. Feels like a good thing but no f'ing clue. https://t.co/fkpd87zOPF Some people look forward to the markets closing at 4pm today and starting their weekend. Others dread the markets closing at 4pm because it's T minus [--] minutes to a potential $PLCE"  
[X Link](https://x.com/CapitalFang/status/1964067440830152927)  2025-09-05T20:45Z [----] followers, [----] engagements


"$PLCE - Management is coming out of witness protection. Balance sheet will look much better at year end as working capital becomes a source of funds and GM improves y/o/y in Q3/Q4"  
[X Link](https://x.com/CapitalFang/status/1964071759537193119)  2025-09-05T21:02Z [----] followers, [----] engagements


"$PLCE - 10-Q reveals that $AMZN sales were down 5% y/o/y in Q2 but still up 22% YTD. Q2 last year had huge catch up shipments to AMZN after Q1 fiasco. Retail comps down 4.7% show rest of biz performing inline with AMZN which is huge improvement and much better in July/August"  
[X Link](https://x.com/anyuser/status/1964312529233907747)  2025-09-06T12:59Z [----] followers, [----] engagements


"$PLCE - Seasonality in their favor now. Last year inventory was still elevated at y/e and revolver balance was $246M at y/e. Inventory looks much better now so decent chance they end the year with revolver sub $200M. Definitely turned a corner here. $PLCE - 10-Q reveals that $AMZN sales were down 5% y/o/y in Q2 but still up 22% YTD. Q2 last year had huge catch up shipments to AMZN after Q1 fiasco. Retail comps down 4.7% show rest of biz performing inline with AMZN which is huge improvement and much better in July/August. $PLCE - 10-Q reveals that $AMZN sales were down 5% y/o/y in Q2 but still"  
[X Link](https://x.com/CapitalFang/status/1964313951195250691)  2025-09-06T13:05Z [----] followers, [----] engagements


"$JACK - getting booted from S&P Small Cap [---] on 9/22. Adding forced selling to facing every possible headwind under the sun. Then will likely face a round of year-end tax selling. Bailed earlier in the week (in the $19's sadly) and will revisit in Nov/Dec time frame"  
[X Link](https://x.com/CapitalFang/status/1964383052596994289)  2025-09-06T17:39Z [----] followers, 10.7K engagements


"$PTLO cuts guidance that they just issued on 8/5. Ugly $PTLO https://t.co/5PGJD3Vo8y $PTLO https://t.co/5PGJD3Vo8y"  
[X Link](https://x.com/anyuser/status/1965763223623500095)  2025-09-10T13:04Z [----] followers, [----] engagements


"$PLAY - another brutal quarter with negative comps and margin compression. Competition and macro continue to weigh on results. They need to get their heads out of their asses and run the biz for cash. Stop with the new stores already"  
[X Link](https://x.com/CapitalFang/status/1967683994390274438)  2025-09-15T20:16Z [----] followers, [----] engagements


"$PLCE - Honestly WTF did people expect [--]. Reported less then [--] wks ago and said July/August were positive. [--]. First Q totally free of new regime [--]. Landlords went from worrying about getting paid in '24 to offering long-term leases in '25. Seems a good indicator of stability"  
[X Link](https://x.com/CapitalFang/status/1968698081660006705)  2025-09-18T15:26Z [----] followers, [----] engagements


"Discretionary certainly trading like the consumer blew their wad in July/August with many stocks within range of April lows. Or maybe the consumer is fine and investors just moving towards the speculative frenzy. TBD. Not sure rate cuts are going to make a difference given myriad of other factors affecting bottom line of companies. We'll see if July/August was consumer last gasp ahead of a weak holiday season. May see refi wave that boosts consumption if [--] year stays near 4%. TBD. Not sure rate cuts are going to make a difference given myriad of other factors affecting bottom line of"  
[X Link](https://x.com/CapitalFang/status/1975689017867014575)  2025-10-07T22:25Z [----] followers, [----] engagements


"@SFarringtonBKC Job market not strong enough for you to change your handle though. If you believe it you should be getting close to backing up the truck on some of this stuff"  
[X Link](https://x.com/CapitalFang/status/1975697316217524663)  2025-10-07T22:58Z [----] followers, [---] engagements


"$PLCE - CEO buy. Not huge dollars but HUGE signal. https://www.sec.gov/Archives/edgar/data/2014249/000110465925098373/xslF345X05/tm2528427-1_4seq1.xml $PLCE - Honestly WTF did people expect [--]. Reported less then [--] wks ago and said July/August were positive. [--]. First Q totally free of new regime [--]. Landlords went from worrying about getting paid in '24 to offering long-term leases in '25. Seems a good indicator of stability. https://www.sec.gov/Archives/edgar/data/2014249/000110465925098373/xslF345X05/tm2528427-1_4seq1.xml $PLCE - Honestly WTF did people expect [--]. Reported less then [--] wks ago"  
[X Link](https://x.com/CapitalFang/status/1976392928869351847)  2025-10-09T21:02Z [----] followers, [----] engagements


""Weight" times at $PTLO just went down 50%. NEW: Some Texas National Guard soldiers deployed to Chicago have been sent home for failing to meet height weight & fitness standards. Comes after Defense Sec & former Fox host Pete Hegseth said he was tired of fat troops giving the military a bad look. NEW: Some Texas National Guard soldiers deployed to Chicago have been sent home for failing to meet height weight & fitness standards. Comes after Defense Sec & former Fox host Pete Hegseth said he was tired of fat troops giving the military a bad look"  
[X Link](https://x.com/CapitalFang/status/1977847336626708521)  2025-10-13T21:22Z [----] followers, [----] engagements


"@kamikazetrading Pretty sure I've posted my thoughts here on $PRPL after their last call"  
[X Link](https://x.com/CapitalFang/status/1977866017150832869)  2025-10-13T22:36Z [----] followers, [---] engagements


"$ANF - holy crap. $12 in cash per share and a $10+ EPS guide (that many believe they miss). Still at $68 a lot of bad news priced in so really feels like institutional dump for tax loss reasons. It's the retailer life cycle - turnaround to high flier to possible value trap. LOL"  
[X Link](https://x.com/CapitalFang/status/1980668181909012550)  2025-10-21T16:11Z [----] followers, 32.5K engagements


"$DECK - $10ish per share in cash massive buyback in place EPS in $6.50 range and 21.5% operating margin WITH tariff impacts. Easy to hedge if consumer is toast. Others can get deep into weeds on Ugg and Hoka. I like the risk/reward at $90"  
[X Link](https://x.com/CapitalFang/status/1981691597248254152)  2025-10-24T11:57Z [----] followers, [----] engagements


"$CLDT $PK and others should rerate on the Sotherly buyout. Would assume $BHR gets a bump as that's actually for sale. Hoping for a bump in $AHT but that might be asking for too much. $CLDT Hotel REIT with a $309.5 million market cap and a $765.6 million enterprise value way below its investment portfolios book value of $1.14 billion. Trades at a cap rate of 17.8%. Debt has decreased and they're starting to repurchase shares -- Link in bio for write-up. https://t.co/6ut0urWpiW $CLDT Hotel REIT with a $309.5 million market cap and a $765.6 million enterprise value way below its investment"  
[X Link](https://x.com/CapitalFang/status/1982780537195360523)  2025-10-27T12:04Z [----] followers, [----] engagements


"$CPS - Q4 hit is 100% due to issues beyond their control and nothing to do with the fundamental story. $CPS - taking down Q4 profit by $25M due to temporary supply chain and market disruptions. Would think this is mostly (if not entirely) related to the Novelis fire affecting F-150 production. $F will make up for lost volume in '26 and $CPS will benefit. Happy to add on weakness. $CPS - taking down Q4 profit by $25M due to temporary supply chain and market disruptions. Would think this is mostly (if not entirely) related to the Novelis fire affecting F-150 production. $F will make up for lost"  
[X Link](https://x.com/CapitalFang/status/1984246044797145583)  2025-10-31T13:08Z [----] followers, [----] engagements


"Which deal was worse $CROX buying Hey Dude for $2.5B or $JACK buying Del Taco for $575M (and selling for $115M)"  
[X Link](https://x.com/CapitalFang/status/1984631865374826963)  2025-11-01T14:41Z [----] followers, 12.9K engagements


"$PRPL - results are fine. Nice to see even the slightest sales growth and positive EBITDA will industry performing at such a depressed level. Bodes very well if the industry shows any signs of recovery after [--] ugly years"  
[X Link](https://x.com/CapitalFang/status/1985822511783641417)  2025-11-04T21:32Z [----] followers, [----] engagements


"$PRPL - listening to the earnings call. It's better than fine. Showrooms are doing great and rollout with Mattress Firm going well. Expecting positive cash flow and potential debt repayment next year. Also STILL evaluating strategic alternatives. $PRPL - results are fine. Nice to see even the slightest sales growth and positive EBITDA will industry performing at such a depressed level. Bodes very well if the industry shows any signs of recovery after [--] ugly years. $PRPL - results are fine. Nice to see even the slightest sales growth and positive EBITDA will industry performing at such a"  
[X Link](https://x.com/CapitalFang/status/1985825653816770575)  2025-11-04T21:45Z [----] followers, [----] engagements


"$PRPL - most importantly they said they're not sure if the industry is going to get much better short-term but they also don't expect it to get worse. So after [--] ugly years we're basically at the bottom. $PRPL - listening to the earnings call. It's better than fine. Showrooms are doing great and rollout with Mattress Firm going well. Expecting positive cash flow and potential debt repayment next year. Also STILL evaluating strategic alternatives. $PRPL - listening to the earnings call. It's better than fine. Showrooms are doing great and rollout with Mattress Firm going well. Expecting"  
[X Link](https://x.com/CapitalFang/status/1985831077622034551)  2025-11-04T22:06Z [----] followers, [----] engagements


"$SNBR - media spend down 32% in Q3 as they had to manage bank debt while working on amendments. Couldn't match the promotional cadence much larger of Mattress Firm/$SGI AND their product isn't in those stores (unlike $PRPL). Virtuous cycle but spend now going up a bit in Q4"  
[X Link](https://x.com/CapitalFang/status/1986072763862298720)  2025-11-05T14:07Z [----] followers, [----] engagements


"$DIN cutting dividend in favor of stock buybacks is a great move. $50M or more in buybacks over next [--] months is basically 15% of market cap if stock doesn't move"  
[X Link](https://x.com/CapitalFang/status/1986093770857701568)  2025-11-05T15:30Z [----] followers, [----] engagements


"$SGI - Beat and raise as they assert more dominance over the mattress space. At least $PRPL is part of the ecosystem with distribution in Mattress Firm and the warrants that $SGI owns"  
[X Link](https://x.com/CapitalFang/status/1986412231781728424)  2025-11-06T12:35Z [----] followers, [----] engagements


"@FunkyOmnivore Lol. My model had them doing in [----] what they are now hoping to do in [----]. Ask $DXLG what happened when they decided to pivot from turnaround strategy to growth. I just think there are better opportunities elsewhere where NOTHING is priced in. You can buy the dip though"  
[X Link](https://x.com/CapitalFang/status/1995869518649065568)  2025-12-02T14:55Z [----] followers, [---] engagements


"$GIL - well I let some $HBI roll into this to avoid taxes and now UBS has upped their PT to $110. Guess I'm gonna stick with it"  
[X Link](https://x.com/CapitalFang/status/2000939098991898743)  2025-12-16T14:40Z [----] followers, [---] engagements


"@SFarringtonBKC Showrooms have been comping positive. Don't think it's specific to your location"  
[X Link](https://x.com/CapitalFang/status/2008318683693691192)  2026-01-05T23:24Z [----] followers, [---] engagements


"@bullsbayretail @SFarringtonBKC $SNBR is there. $PRPL is not"  
[X Link](https://x.com/CapitalFang/status/2008329904257912958)  2026-01-06T00:08Z [----] followers, [---] engagements


"@bullsbayretail @kingdomcapadv It is not as good and $PRPL is not there"  
[X Link](https://x.com/CapitalFang/status/2008943327564186051)  2026-01-07T16:46Z [----] followers, [---] engagements


"@bullsbayretail @BrendanFranco6 @kingdomcapadv Cancelled is the wrong word. $PRPL and $RRGB never planned on attending. $PLCE is the one that actually canceled - they were on the agenda until they reported earnings"  
[X Link](https://x.com/CapitalFang/status/2009255089333059648)  2026-01-08T13:25Z [----] followers, [---] engagements

### Topic Creators

https://lunarcrush.com/api4/public/topic/:topic/creators/v1

Get the top creators for a social topic

input parameters:

+ **topic**: _Provide the topic to get details for. A topic must be all lower case and can only include letters, numbers, spaces, # and $._ **required**

Example request:

```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/topic/bitcoin/creators/v1
```



Example response:

```json
{
  "data": [
    {
      "creator_id": "twitter::1605310254085980161",
      "creator_name": "Bitcoin_Teddy",
      "creator_avatar": "https://pbs.twimg.com/profile_images/1739753415134138368/FrWHMAnb_200x200.jpg",
      "creator_followers": 74293,
      "creator_rank": 1,
      "interactions_24h": [-------]
    }
  ]
}
```

Schema:

+ **creator_id**: The [network]::[unique_id] for the influencer
+ **creator_name**: The unique screen name for the influencer
+ **creator_avatar**: The URL to the avatar for the creator
+ **creator_followers**: number of followers the account has
+ **creator_rank**: ranking based on all posts in the last [--] hours that have interactions
+ **interactions_24h**: Number of interactions in the last [--] hours




---

### Creators List

https://lunarcrush.com/api4/public/creators/list/v1

Get a list of trending social creators over all of social based on interactions. To get lists of creators by category or topic see the topics and categories endpoints.

Example request:

```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creators/list/v1
```



Example response:

```json
{
  "data": [
    {
      "creator_name": "elonmusk",
      "creator_display_name": "Elon Musk",
      "creator_id": "44196397",
      "creator_network": "twitter",
      "creator_avatar": "https://pbs.twimg.com/profile_images/2008546467615580160/57KcqsTA_200x200.jpg",
      "creator_followers": 234295750,
      "creator_posts": 3649,
      "creator_rank": 1,
      "interactions_24h": [---------]
    }
  ]
}
```

Schema:

+ **creator_name**: The unique screen name for the influencer
+ **creator_display_name**: The chosen display name for the influencer if available
+ **creator_id**: The [network]::[unique_id] for the influencer
+ **creator_network**: The social network for the post or influencer. We still refer to x as twitter out of developer preference.
+ **creator_avatar**: The URL to the avatar for the creator
+ **creator_followers**: number of followers the account has
+ **creator_posts**: total number of posts with interactions in the last [--] hours
+ **creator_rank**: ranking based on all posts in the last [--] hours that have interactions
+ **interactions_24h**: Number of interactions in the last [--] hours




---

### Creator

https://lunarcrush.com/api4/public/creator/:network/:id/v1

Get detail information on a specific creator

input parameters:

+ **network**: _Provide the network for the creator. One of twitter, youtube, instagram, reddit, or tiktok_ **required**
+ **id**: _Provide the unique ID or screen name of the creator_ **required**

Example request:

```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creator/twitter/elonmusk/v1
```



Example response:

```json
{
  "data": {
    "creator_id": "twitter::44196397",
    "creator_name": "elonmusk",
    "creator_display_name": "Elon Musk",
    "creator_avatar": "https://pbs.twimg.com/profile_images/2008546467615580160/57KcqsTA_200x200.jpg",
    "creator_followers": 234296337,
    "creator_rank": 2,
    "interactions_24h": 318539577,
    "topic_influence": [
      {
        "topic": "in the",
        "count": 294,
        "percent": 5.88,
        "rank": [--]
      }
    ],
    "top_community": [
      {
        "creator_name": "grok",
        "creator_display_name": "Grok",
        "creator_avatar": "https://pbs.twimg.com/profile_images/1893219113717342208/Vgg2hEPa_200x200.jpg",
        "count": [---]
      }
    ]
  }
}
```

Schema:

+ **creator_id**: The [network]::[unique_id] for the influencer
+ **creator_name**: The unique screen name for the influencer
+ **creator_display_name**: The chosen display name for the influencer if available
+ **creator_avatar**: The URL to the avatar for the creator
+ **creator_followers**: number of followers the account has
+ **creator_rank**: ranking based on all posts in the last [--] hours that have interactions
+ **interactions_24h**: Number of interactions in the last [--] hours
+ **topic_influence**: an array of social topics and the creators ranking on each topic
+ **topic**: LunarCrush social topic. Can only includes letters, numbers, spaces, #, and $
+ **top_community**: an array of the top accounts that have recently mentioned this creator or that this creator has mentioned




---

### Creator Time Series

https://lunarcrush.com/api4/public/creator/:network/:id/time-series/v1

Get time series data on a creator.

input parameters:

+ **network**: _Influencer social network_ **required**
+ **id**: _The unique id or screen name of the creator_ **required**
+ **bucket**: _bucket time series data into hours or days. default is hours._ 
+ **interval**: _Use interval to specify the start and end time automatically for convenience. If "start" or "end" parameters are provided this parameter is ignored._ 
+ **start**: _The start time (unix timestamp) to go back to._ 
+ **end**: _The end time (unix timestamp) to stop at._ 

Example request:

```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creator/twitter/lunarcrush/time-series/v1
```



Example response:

```json
{
  "config": {
    "network": "twitter",
    "influencer_id": "twitter::988992203568562176",
    "interval": "1w",
    "start": 1769990400,
    "end": 1770681600,
    "bucket": "hour",
    "name": "lunarcrush",
    "remote_api": "danode1-13",
    "generated": [----------]
  },
  "data": [
    {
      "time": 1769990400,
      "followers": 305326,
      "interactions": 717,
      "posts_active": 14,
      "creator_rank": [------]
    }
  ]
}
```

Schema:

+ **config**: This includes the inputs for the request processed by the server and may include additional hints about the request and response information.
+ **network**: The social network for the post or influencer. We still refer to x as twitter out of developer preference.
+ **interval**: Typically used for specifying time intervals like 1w = [--] week, 1m = [--] month etc
+ **start**: Start/from unix timestamp (in seconds)
+ **end**: End/to unix timestamp (in seconds)
+ **bucket**: Data is generally bucketed into hours or days
+ **name**: The full name of the asset
+ **generated**: A unix timestamp (in seconds) when the data was generated to understand possibly stale data
+ **time**: A unix timestamp (in seconds)
+ **followers**: The number of publicly displayed followers the creator has
+ **interactions**: number of all publicly measurable interactions on a social post (views, likes, comments, thumbs up, upvote, share etc)
+ **posts_active**: number of unique social posts with interactions
+ **creator_rank**: ranking based on all posts in the last [--] hours that have interactions




---

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing

@CapitalFang Avatar @CapitalFang EagleFangCapital

EagleFangCapital posts on X about $aht, debt, $genk, $snbr the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

Engagements: [---] #

Engagements Line Chart

  • [--] Week [-----] -35%
  • [--] Month [------] -59%
  • [--] Months [-------] +41%
  • [--] Year [---------] +168%

Mentions: [--] #

Mentions Line Chart

  • [--] Month [---] -43%
  • [--] Months [---] +84%
  • [--] Year [---] +165%

Followers: [-----] #

Followers Line Chart

  • [--] Week [-----] +0.12%
  • [--] Month [-----] +0.69%
  • [--] Months [-----] +15%
  • [--] Year [-----] +37%

CreatorRank: [---------] #

CreatorRank Line Chart

Social Influence

Social category influence stocks 58.16% finance 39.01% cryptocurrencies 23.4% countries 3.55% fashion brands 3.55% technology brands 2.13% ncaa football 1.42% social networks 0.71%

Social topic influence $aht 14.89%, debt 14.18%, $genk 13.48%, $snbr #1, $prpl #3, $cps #4, $bhr 7.8%, $plce 7.8%, $1b 7.09%, biz 6.38%

Top accounts mentioned or mentioned by @sfarringtonbkc @taobanker @bullsbayretail @basilialukos @valuemaverick @fiercebeast @logicalwealth @kingdomcapadv @goblincharts @hedgefundtips @kamikazetrading @funkyomnivore @brendanfranco6 @domocapital @timkouwen @industtourist @logicalthesis

Top assets mentioned AhaToken (AHT) GEN Restaurant Group, Inc. (GENK) Cooper-Standard Automotive Inc. (CPS) Braemar Hotels & Resorts Inc. Common Stock (BHR) Portillo’s Inc. (PTLO) Newell Brands Inc (NWL) Somnigroup International Inc. (SGI) Hanesbrands Inc. (HBI) Advance Auto Parts, Inc. (AAP) Whirlpool Corporation (WHR) Capri Holdings Limited (CPRI) Gildan Activewear Inc. (GIL) Deckers Outdoor, Corp. (DECK) Abercrombie & Fitch Co. (ANF) RH (RH) VF Corp (VFC) Mister Car Wash, Inc. (MCW) Nike Inc (NKE) Superp (SUP) Designer Brands Inc. (DBI) Calcium (CAL) Culp, Inc. (CULP) Lululemon Athletica Inc (LULU) Walgreens Boots Alliance Inc (WBA) 4 (FOUR) Shake Shack Inc. (SHAK) Lulu’s Fashion Lounge Holdings, Inc. (LVLU) Dine Brands Global, Inc. (DIN) Autozone Inc (AZO) Home Depot, Inc. (HD)

Top Social Posts

Top posts by engagements in the last [--] hours

"$CPS - the 10%+ EBITDA margin level is expected for [----] even with a crappy industry forecast. Hopefully the refi is coming too and the rocket can launch"
X Link 2026-02-12T21:58Z [----] followers, [----] engagements

"Maybe $SPWH and $AAP should merge. At least then there would only be one shareholder base facing perpetual disappointment"
X Link 2025-12-05T02:24Z [----] followers, [----] engagements

"$WHR - continues to bounce along the bottom. They did say the promotional environment has normalized over the last [--] weeks which should finally enable margin growth in North America region. Not involved right now - and been early/wrong before here before. $WHR - so/so results but gained share in North America in Q3 and saying that competitor import volumes decelerating and pre-tariff inventory build almost gone. Will help volumes and pricing in [----]. Bottom could finally be in just in time for a possible housing cycle. Hmmmm. $WHR - so/so results but gained share in North America in Q3 and"
X Link 2026-01-29T13:16Z [----] followers, [----] engagements

"$WHR - probably worth a punt at $75 ish. $7 EPS guide for '26 doesn't really assume much improvement in the US housing market. Counter argument is that company recent track record with guidance hasn't been great. $WHR - continues to bounce along the bottom. They did say the promotional environment has normalized over the last [--] weeks which should finally enable margin growth in North America region. Not involved right now - and been early/wrong before here before. $WHR - continues to bounce along the bottom. They did say the promotional environment has normalized over the last [--] weeks which"
X Link 2026-01-29T14:29Z [----] followers, [----] engagements

"$AAP - better profitability but SSS still significantly lag peers. If you've been dating this stock since $40 might be better to break up than move in together/get engaged. Unless you feel this time different and she's finally not going to cheat on you"
X Link 2026-02-13T12:12Z [----] followers, [---] engagements

"$CPS - just amazing to see this without the benefit of any industry tailwinds. Any help from the industry and the operating leverage will be incredible"
X Link 2026-02-13T13:51Z [----] followers, [---] engagements

"MONTY [--] LIFE $AHT $BHR Beyond parody"
X Link 2025-08-05T17:37Z [----] followers, [----] engagements

"$GENK - the founders should just get $15-20M and take it private again. If nothing else they have made this option much much cheaper than [--] months ago for the 15% they don't own"
X Link 2025-08-06T21:29Z [----] followers, [----] engagements

"$GENK AUV's WERE $5.3M in [--]. Likely $4.5M in [--]. In [--] they had $33.4M of [--] wall EBITDA (20.4% margin) on [--] units. S/b $37-38.5M in [--] (16-17% margin) w/54 units at y/e. Yuck. Margin hit hurts incremental cash flow. Need 18% to see real FCF lift and justify CEO comments. 🤷♂"
X Link 2025-08-07T08:15Z [----] followers, [----] engagements

"$BHR - HOLY SH*T. NOT MONTY [--] LIFE https://braemar.q4ir.com/investor/news-events/press-releases/news-details/2025/BRAEMAR-HOTELS--RESORTS-ANNOUNCES-INITIATION-OF-SALE-PROCESS/default.aspx https://braemar.q4ir.com/investor/news-events/press-releases/news-details/2025/BRAEMAR-HOTELS--RESORTS-ANNOUNCES-INITIATION-OF-SALE-PROCESS/default.aspx"
X Link 2025-08-26T22:16Z [----] followers, [----] engagements

"$BHR - New board member (7.3% owner) goes on the record saying they were uninvolved and blindsided by the $480M termination fee to Monty. Perhaps this number is like the 145% tariffs on China - start of a negotiation toward a lower number. So Ashford getting $480M from a sale to terminate the management contact. That's a windfall for Monty to take $AHT private. Very positive development here. So Ashford getting $480M from a sale to terminate the management contact. That's a windfall for Monty to take $AHT private. Very positive development here"
X Link 2025-08-28T12:22Z [----] followers, [----] engagements

"$BHR - sells a hotel in San Fran and still talking sale of Company:"
X Link 2025-10-07T21:21Z [----] followers, [----] engagements

"Laughing that I was tagged on this post along with some real investing legends. Not sure I've said much on $SGI (relative to $SNBR or $PRPL) but obviously this stock will be an EPS and buyback powerhouse in an industry recovery. This is where the institutional money will flow. Tempur-Sealy ($SGI) underwent a turnaround under Scott Thompson and a lesser known activist fund manager. Here's the full story of how they achieved an 8x+ return. The company remains in the early stages of growth following the acquisition of Mattress Firm late last year. Learn https://t.co/q2A8rbQm9z Tempur-Sealy"
X Link 2025-10-12T15:27Z [----] followers, [----] engagements

"$MCW - my original post. Now they're disclosing maintenance FCF and at 25% of revenues it is in fact ridiculous. $MCW (don't own) - 33% EBITDA margins own 10-11% of locations. Reasonable debt level. Maintenance FCF likely ridiculous. Stock basically at all-time lows. No dividend. No buybacks. No insider buying. No 13Fs or 13Gs. Trades like it's a Monty Bennett entity. Why $MCW (don't own) - 33% EBITDA margins own 10-11% of locations. Reasonable debt level. Maintenance FCF likely ridiculous. Stock basically at all-time lows. No dividend. No buybacks. No insider buying. No 13Fs or 13Gs. Trades"
X Link 2025-10-30T12:48Z [----] followers, [----] engagements

"$SNBR - sales suck (I had $350M in my head and they missed even that) GM ok cost cuts great debt agreement amended. Clearly losing share to $PRPL which is [--] months ahead on it's turnaround back playing offense. Not sure if guide is the kitchen sink or not. TBD"
X Link 2025-11-05T12:13Z [----] followers, [----] engagements

"$GENK with the Friday 5pm conference call (not just a press release). The line of credit was undrawn at June [--] so perhaps they're just taking it private. Very odd"
X Link 2025-11-05T14:17Z [----] followers, [----] engagements

"$GENK - is this the reason for the Friday 5pm conference call $GENK - Buyout the 3-4 million A/B shares they don't own. Don't grow for [--] year - no preopening costs no public company costs CAPEX $3M at most. Debt gone in a year. Seems much easier to pitch this MBO plan to a bank than wasting time trying to convince buyside to invest. $GENK - Buyout the 3-4 million A/B shares they don't own. Don't grow for [--] year - no preopening costs no public company costs CAPEX $3M at most. Debt gone in a year. Seems much easier to pitch this MBO plan to a bank than wasting time trying to convince buyside to"
X Link 2025-11-05T15:36Z [----] followers, [----] engagements

"$GENK - Guess it will already be dark in the Northeast. No f'ing clue what they say. Seems like there's a full blown takeout menu/delivery on the site now - a way to counter ICE raids in CA I put in a down 20% SSS in my model for kicks and can still get a 9% [--] wall margin. 🤷♂ $GENK with the Friday 5pm conference call (not just a press release). The line of credit was undrawn at June [--] so perhaps they're just taking it private. Very odd. $GENK with the Friday 5pm conference call (not just a press release). The line of credit was undrawn at June [--] so perhaps they're just taking it private."
X Link 2025-11-07T19:50Z [----] followers, [----] engagements

"$GENK - these guys could get $12-14M take it private at $3ish and easily pay off the loan with the FCF derived from one year of no unit growth. Also the cash on cash returns for the sushi restaurants in Korea likely over 50% ($3-4M in sales on $800K buildout). @valuemaverick There's only 3-4 million shares not owned by insiders. And no debt. I think you get an MBO before the stock sees $1.50. @valuemaverick There's only 3-4 million shares not owned by insiders. And no debt. I think you get an MBO before the stock sees $1.50"
X Link 2025-11-11T17:46Z [----] followers, [----] engagements

"$MCW - Of all the stocks I've posted about over the last 2-3 months the inability of this one to catch a bid has been surprising. Finally a 13G here. Leonard Green just bought 60% of Top Golf. Maybe they buy back the rest of this too. https://ir.mistercarwash.com/node/9251/html $MCW - my original post. Now they're disclosing maintenance FCF and at 25% of revenues it is in fact ridiculous. https://ir.mistercarwash.com/node/9251/html $MCW - my original post. Now they're disclosing maintenance FCF and at 25% of revenues it is in fact ridiculous"
X Link 2025-11-22T15:14Z [----] followers, [----] engagements

"$SGI proposes to acquire $LEG in a move that would further consolidate the mattress industry value chain and provide them with another level of vertical integration"
X Link 2025-12-01T12:38Z [----] followers, [----] engagements

"$NWL - announces further cost savings and basically reaffirms Q4 guidance (sales at low end due to Latin America muted recovery). This means the US biz is inline and sets the stage for further improvement in '26 vs. '25. Will talk more about this at MS conf tomorrow. This got me thinking. There are companies for which tariffs have been a nuisance like $ANF and then there are companies for which tariffs have been an abject disaster like $NWL (CFO and EPS hit) and $JAKK (lower sales). Time to make a list because '26 s/b much better than '25. This got me thinking. There are companies for which"
X Link 2025-12-01T13:43Z [----] followers, [----] engagements

"$AHT - Monty is grinding shareholders into submission. Unlike Lane Kiffin he's not looking for greener pastures elsewhere. Just going to pick up the scraps from yet another year of tax loss selling"
X Link 2025-12-01T19:05Z [----] followers, [----] engagements

"$LESL - I assume someone that follows me has decided to tempt fate with tonight's print. Leverage ratio is through the roof. @Valuemaverick you messing with this"
X Link 2025-12-02T18:17Z [----] followers, [----] engagements

"$AHT seems to be following the $AINC path. See if they delist and then offer a "premium". $AHT - Monty is grinding shareholders into submission. Unlike Lane Kiffin he's not looking for greener pastures elsewhere. Just going to pick up the scraps from yet another year of tax loss selling. $AHT - Monty is grinding shareholders into submission. Unlike Lane Kiffin he's not looking for greener pastures elsewhere. Just going to pick up the scraps from yet another year of tax loss selling"
X Link 2025-12-02T18:36Z [----] followers, [----] engagements

"$NWL - spoke yesterday at MS. FCF will improve significantly in '26 which will allow them to resume debt paydown. Higher CFO Lowe CAPEX. Talking 12-15% operating margin over time vs 6-6.5% today so massive upside if achieved. Everybody HATES this stock so nothing priced in. $NWL - announces further cost savings and basically reaffirms Q4 guidance (sales at low end due to Latin America muted recovery). This means the US biz is inline and sets the stage for further improvement in '26 vs. '25. Will talk more about this at MS conf tomorrow. $NWL - announces further cost savings and basically"
X Link 2025-12-03T13:59Z [----] followers, [----] engagements

"$DBI $GIII $CAL $CBRL $PLAY $JILL $LOVE $CULP $LULU $RH all report this week. Could be some wild moves this week from this bunch given high short interest. Plus we've got $SNBR talking at a conference. And the Fed"
X Link 2025-12-07T01:03Z [----] followers, [----] engagements

"Huge move in $DBI (still comping negative though). $GIII raised guide and added a divided. $CAL got smoked on the guide down but the conference call was very constructive and well positioned for '26. Bought the dip. $DBI $GIII $CAL $CBRL $PLAY $JILL $LOVE $CULP $LULU $RH all report this week. Could be some wild moves this week from this bunch given high short interest. Plus we've got $SNBR talking at a conference. And the Fed. $DBI $GIII $CAL $CBRL $PLAY $JILL $LOVE $CULP $LULU $RH all report this week. Could be some wild moves this week from this bunch given high short interest. Plus we've"
X Link 2025-12-09T16:28Z [----] followers, [----] engagements

"$AHT announces review of strategic alternatives. Hopefully the removal of Monty is part of this. https://ashfordhospitalitytrust.q4ir.com/investor/news/press-releases/press-release/2025/ASHFORD-HOSPITALITY-TRUST-ANNOUNCES-REVIEW-OF-STRATEGIC-ALTERNATIVES/default.aspx https://ashfordhospitalitytrust.q4ir.com/investor/news/press-releases/press-release/2025/ASHFORD-HOSPITALITY-TRUST-ANNOUNCES-REVIEW-OF-STRATEGIC-ALTERNATIVES/default.aspx"
X Link 2025-12-09T21:19Z [----] followers, [----] engagements

"$AHT - this is a little out of date (end of Q2) but not crazy out of date. My guess is Monty comes in at level to make people who bought at $3 happy but most others not so much. This is easily worth 10-20x (or more) in liquidation depending on termination fee. TBD. $AHT - so $334M of preferred. $1B of NAV less $334M of preferred = $666M net divided by 6m ish shares for $111 stock price (UPON LIQUIDATION) vs. $6.32 current price. No way it's happening but math is math. https://t.co/XUnPB0nGuz $AHT - so $334M of preferred. $1B of NAV less $334M of preferred = $666M net divided by 6m ish shares"
X Link 2025-12-09T21:58Z [----] followers, [----] engagements

"$AHT - here's some data on NAV from the refinancing of two large pools earlier this year. $AHT - so between the Highland extension ($370M NAV) and this refi early in the year ($286M) that's $656M in NAV. Also north of $100M of NAV in the Nashville hotel assuming 65-70% LTV on $267M loan. Been saying $1B in NAV and the data backs it up. Crazy dislocation here. $AHT - so between the Highland extension ($370M NAV) and this refi early in the year ($286M) that's $656M in NAV. Also north of $100M of NAV in the Nashville hotel assuming 65-70% LTV on $267M loan. Been saying $1B in NAV and the data"
X Link 2025-12-10T14:07Z [----] followers, [----] engagements

"$PTLO $RRGB $GENK make your pick Washed out tax loss restaurant poll. If prefer one not listed feel free to comment in replies. Washed out tax loss restaurant poll. If prefer one not listed feel free to comment in replies"
X Link 2025-12-13T20:07Z [----] followers, [----] engagements

"$F going all-in on hybrids and taking a big write-down on EVs while raising EBIT guide for [----]. Fantastic news for $CPS which hybrids are the biggest moneymaker"
X Link 2025-12-15T21:12Z [----] followers, [----] engagements

"$AHT [--]. Announce strategic alternatives due to value dislocation [--]. Set up [--] month retention bonus plan for CEO [--]. Establish what appears to be a complex poison pill Nobody puts Monty in a corner https://d18rn0p25nwr6d.cloudfront.net/CIK-0001232582/8d1249af-514f-43c9-bbf6-692c7366fffd.html https://d18rn0p25nwr6d.cloudfront.net/CIK-0001232582/8d1249af-514f-43c9-bbf6-692c7366fffd.html"
X Link 2025-12-16T18:24Z [----] followers, [----] engagements

"$AHT guess for [----] - "board" decides Monty only logical buyer for shareholders b/c every other party would have to pay massive termination fee (see $BHR) and he gets $1B of NAV at a 90%+ discount. This implies $15 at 90% discount (🤞) and $8 at 95% discount (much more likely)"
X Link 2025-12-24T14:10Z [----] followers, [----] engagements

"Final [----] comment: $WBA gone. $HBI part of $GIL (own) and prob big upside. $NWL (own) - '26 s/b better than '25 but show me story. $VFC - still waiting on Vans. $CPRI (own) - massive buyback starts soon. $AAP - pure excrement. $NKE - still no clue. don't trust the insider buys. Update: $WBA gone. $HBI essentially gone. $VFC on track but in a non-linear phase. $NWL in a linear phase with negative slope (maybe '26). $AAP adding more bodies to the graveyard. $CPRI TBD but getting some sell side love. $NKE TBD. Update: $WBA gone. $HBI essentially gone. $VFC on track but in a non-linear phase."
X Link 2025-12-25T22:59Z [----] followers, [----] engagements

"Yes it's $NWL so can't take it at face value: '25 baseline EPS of $0.56-0.60 OM expansion 50bps Lower cash tariffs $60M Add'l W/C reductions Lower cash taxes Lower cash bonuses ($60-70M) Lower CAPEX $50M All from 12/1 MS conf. If this happens stock rerates much higher TBD"
X Link 2025-12-27T21:59Z [----] followers, [----] engagements

"$AHT extends the mgmt agreement to [----]. This means it's going to be Monty as the termination fee is likely prohibitive to anyone else. BUT this also means that $BHR is likely to be sold b/c that $480M (hopefully lower) fee is the golden ticket. Playing out just as I expected"
X Link 2025-12-31T21:20Z [----] followers, [----] engagements

"2025: Winners: [--] $CPS by a mile [--] $SNBR for 2nd year in a row [--] $RRGB (was #5 last year) [--] $NDLS [--] $HBI/ $GIL Losers: [--] $SUP by a very wide margin - just stupid [--] $GENK (winner last year) [--] $DECK (not large) All via long exposure used SPY puts to hedge. Timing matters"
X Link 2025-12-31T23:18Z [----] followers, [----] engagements

"Probably should have just been 100% $CPS. Would have saved a lot of headaches and a lot of posts on this site. 2025: Winners: [--] $CPS by a mile [--] $SNBR for 2nd year in a row [--] $RRGB (was #5 last year) [--] $NDLS [--] $HBI/ $GIL Losers: [--] $SUP by a very wide margin - just stupid [--] $GENK (winner last year) [--] $DECK (not large) All via long exposure used SPY puts to hedge. Timing matters 2025: Winners: [--] $CPS by a mile [--] $SNBR for 2nd year in a row [--] $RRGB (was #5 last year) [--] $NDLS [--] $HBI/ $GIL Losers: [--] $SUP by a very wide margin - just stupid [--] $GENK (winner last year) [--] $DECK (not large) All via"
X Link 2025-12-31T23:23Z [----] followers, [----] engagements

"@goblincharts $CPS is still my largest position. Even in a flat auto production environment their margins will expand plus a refi is imminent. But never know - $NDLS came out of nowhere for a few great trades. So could be a name I've never owned"
X Link 2026-01-01T00:01Z [----] followers, [---] engagements

"Should have spent less time focusing on value dislocation at $AHT and more time focusing on this feed. My first ever post on my returns (I have shared a screenshot or two in the comments combatting trolls). [----] ➡+1667% [----] ➡+510% 9yr IRR➡+154% (yes +154% per year over the last [--] years). For the [----] and [----] returns I have easily accessible screenshots to show you https://t.co/lpHeSg3y2N My first ever post on my returns (I have shared a screenshot or two in the comments combatting trolls). [----] ➡+1667% [----] ➡+510% 9yr IRR➡+154% (yes +154% per year over the last [--] years). For the [----] and"
X Link 2026-01-01T15:49Z [----] followers, [----] engagements

"Looking at the restaurant track at ICR in [--] days and concluding that $FOUR is a better pick than any of them. $SHAK (despite the valuation) could get a dead cat bounce. Gonna wait on $PTLO until they talk - happy to let the Beef Mafia on here call the bottom"
X Link 2026-01-02T19:08Z [----] followers, [----] engagements

"@SFarringtonBKC Lol. They should've called it the Portildo in that scene in Hunting Wives. On $PTLO what matters is (rev growth - SSS growth)/unit growth. Or Non-comp AWS/Comp AWS. If those %'s can start trending upward it shows better traction in new markets. Crap units to comp base may help"
X Link 2026-01-02T19:26Z [----] followers, [---] engagements

"The screenshot caused someone to tell me to look into $DNUT. There is an actual story there but no idea if they'll be able to pull it off. Asset light and calorie heavy for the win.maybe. Looking at the restaurant track at ICR in [--] days and concluding that $FOUR is a better pick than any of them. $SHAK (despite the valuation) could get a dead cat bounce. Gonna wait on $PTLO until they talk - happy to let the Beef Mafia on here call the bottom. https://t.co/w1IJ47WdhZ Looking at the restaurant track at ICR in [--] days and concluding that $FOUR is a better pick than any of them. $SHAK (despite"
X Link 2026-01-02T22:18Z [----] followers, [----] engagements

"$AHT - the best way for shareholders to get anything close to fair value here is for shareholders to get the stock closer to fair value. And that's multiples of the current stock price. If they use an ATM at $20 so be it. $AHT guess for [----] - "board" decides Monty only logical buyer for shareholders b/c every other party would have to pay massive termination fee (see $BHR) and he gets $1B of NAV at a 90%+ discount. This implies $15 at 90% discount (🤞) and $8 at 95% discount (much more likely). $AHT guess for [----] - "board" decides Monty only logical buyer for shareholders b/c every other"
X Link 2026-01-04T00:45Z [----] followers, [----] engagements

"Local sandwich (fantastic by the way) can't succeed out of local habitat after founders sell out. We'll see if $PTLO meets a similar fate. https://www.boston.com/food/food-news/2026/01/07/kellys-roast-beef-locations-close-florida/p1=hp_featurestack https://www.boston.com/food/food-news/2026/01/07/kellys-roast-beef-locations-close-florida/p1=hp_featurestack"
X Link 2026-01-07T23:31Z [----] followers, [---] engagements

"$CRI with a solid holiday update with y/o/y growth in all channels: ecomm stores wholesale and international. Does same apply to $PLCE No f'ing clue after their Q3m but certainly possible"
X Link 2026-01-09T12:41Z [----] followers, [---] engagements

"$LVLU Down in micro/nano-cap land this $LVLU actually put up a decent quarter. Has barely any net debt and has generated more than $1/share in FCF this year on a $5 stock after being FCF neutral in [----]. Trading at less than 0.1x EV/Sales while FCF positive. Crazy. Down in micro/nano-cap land this $LVLU actually put up a decent quarter. Has barely any net debt and has generated more than $1/share in FCF this year on a $5 stock after being FCF neutral in [----]. Trading at less than 0.1x EV/Sales while FCF positive. Crazy"
X Link 2026-01-12T21:50Z [----] followers, [----] engagements

"$AHT - loan extension for [--] hotel pool at $723.6M at 65% of appraised value implies almost $400M in NAV just for these hotels. Also suspending preferred dividends. Step [--] in the plan to drive the strategic alternative resolution into Monty's hands. https://ashfordhospitalitytrust.q4ir.com/investor/news/press-releases/press-release/2026/ASHFORD-HOSPITALITY-TRUST-ANNOUNCES-EXTENSION-OF-HIGHLAND-LOAN-AND-SUSPENSION-OF-PREFERRED-DIVIDENDS/default.aspx"
X Link 2026-01-13T13:37Z [----] followers, [---] engagements

"$AHT with the latest Highland extension and $10M paydown the NAV on that loan pool has increased from $370M to $388M. That's an $18M increase on a $28M market cap company. LOL. $AHT - so between the Highland extension ($370M NAV) and this refi early in the year ($286M) that's $656M in NAV. Also north of $100M of NAV in the Nashville hotel assuming 65-70% LTV on $267M loan. Been saying $1B in NAV and the data backs it up. Crazy dislocation here. $AHT - so between the Highland extension ($370M NAV) and this refi early in the year ($286M) that's $656M in NAV. Also north of $100M of NAV in the"
X Link 2026-01-13T13:46Z [----] followers, [----] engagements

"$AHT - there was $368M of preferred stock at 9/30/25. So $1B of NAV less $368M = $632M of "Common NAV" divided by [---] million shares = $97/share. Stock is $4ish. What's Monty gonna steal this thing for"
X Link 2026-01-13T14:08Z [----] followers, [----] engagements

"$AHT - put another away. The $388 NAV from the loan pool covers the preferred so the NAV from the remaining hotels either flows to common or much more likely to Monty. $AHT - there was $368M of preferred stock at 9/30/25. So $1B of NAV less $368M = $632M of "Common NAV" divided by [---] million shares = $97/share. Stock is $4ish. What's Monty gonna steal this thing for https://t.co/L3erRXVah5 $AHT - there was $368M of preferred stock at 9/30/25. So $1B of NAV less $368M = $632M of "Common NAV" divided by [---] million shares = $97/share. Stock is $4ish. What's Monty gonna steal this thing for"
X Link 2026-01-13T14:44Z [----] followers, [----] engagements

"$AHT - last comment. I'm not a lawyer but I'd think the LAST thing Monty wants is to file BK on this thing and have the court order a liquidation as he owns zero shares (I'd love that scenario). I just think he's scheming to pay as little as possible for the assets. $AHT - put another away. The $388 NAV from the loan pool covers the preferred so the NAV from the remaining hotels either flows to common or much more likely to Monty. $AHT - put another away. The $388 NAV from the loan pool covers the preferred so the NAV from the remaining hotels either flows to common or much more likely to"
X Link 2026-01-13T18:00Z [----] followers, [----] engagements

"@Fierce__beast Well not if they can get the operating margin up toward 10% and start paying down debt. And they are the market leader in baby. I'd argue at $4 most people are aware of the terminal value question and shorts have overstayed their welcome"
X Link 2026-01-14T18:08Z [----] followers, [---] engagements

"From date of poll: $PTLO up 28% $GENK and $RRGB basically flat. Washed out tax loss restaurant poll. If prefer one not listed feel free to comment in replies. Washed out tax loss restaurant poll. If prefer one not listed feel free to comment in replies"
X Link 2026-01-23T21:34Z [----] followers, [----] engagements

"$SNBR - welcome aboard Travis (and Taylor). https://ir.sleepnumber.com/news/news-details/2026/Sleep-Number-Welcomes-Travis-Kelce-as-its-Newest-Strategic-Partner-and-Investor/default.aspx $SNBR - at ICR CEO reiterated this view. Proforma EBITDA margin of 8% exiting '25 and potential to exceed previous highs if they can start growing again. New lower price point bed (announced yesterday) may help acquire new customers previously priced out https://ir.sleepnumber.com/news/news-details/2026/Sleep-Number-Welcomes-Travis-Kelce-as-its-Newest-Strategic-Partner-and-Investor/default.aspx $SNBR - at ICR"
X Link 2026-01-28T13:08Z [----] followers, [----] engagements

"$SNBR - Shareholders have a new favorite song https://www.youtube.com/watchv=6m50keINEOI $SNBR - welcome aboard Travis (and Taylor). https://t.co/dXQDtrF0JA https://www.youtube.com/watchv=6m50keINEOI $SNBR - welcome aboard Travis (and Taylor). https://t.co/dXQDtrF0JA"
X Link 2026-01-28T13:14Z [----] followers, [----] engagements

"@taobanker Own genk and have said plenty. Gtim needs to be private. Mhgu is have no idea and seems to hard to buy shares anyway"
X Link 2026-01-28T20:18Z [----] followers, [---] engagements

"$DECK - can certainly see $150 on the horizon now. $DECK - $10ish per share in cash on hand and generating another $7ish per share annually in FCF. $DECK - $10ish per share in cash on hand and generating another $7ish per share annually in FCF"
X Link 2026-01-29T21:11Z [----] followers, [----] engagements

"@taobanker $GENK - In [----] they ended the year with [--] units and did $33.3M in [--] wall profit. At Q3 [----] they have [--] units and TTM [--] wall profit is $33.7M. So 84% unit growth and nothing to show for it. Stop the fucking unit growth and run it for cash flow"
X Link 2026-01-31T13:13Z [----] followers, [---] engagements

"$LVLU - further wholesale expansion https://investors.lulus.com/news-releases/news-release-details/lulus-expands-all-nordstrom-stores-nationwide-marking-next Down in micro/nano-cap land this $LVLU actually put up a decent quarter. Has barely any net debt and has generated more than $1/share in FCF this year on a $5 stock after being FCF neutral in [----]. Trading at less than 0.1x EV/Sales while FCF positive. Crazy. https://investors.lulus.com/news-releases/news-release-details/lulus-expands-all-nordstrom-stores-nationwide-marking-next Down in micro/nano-cap land this $LVLU actually put up a"
X Link 2026-02-03T11:06Z [----] followers, [---] engagements

"$CPRI - beat raised lower end essentially debt free $1B buyback to launch in fiscal year beginning on 4/1/26. Train about to leave the station here. All aboard. Final [----] comment: $WBA gone. $HBI part of $GIL (own) and prob big upside. $NWL (own) - '26 s/b better than '25 but show me story. $VFC - still waiting on Vans. $CPRI (own) - massive buyback starts soon. $AAP - pure excrement. $NKE - still no clue. don't trust the insider buys. Final [----] comment: $WBA gone. $HBI part of $GIL (own) and prob big upside. $NWL (own) - '26 s/b better than '25 but show me story. $VFC - still waiting on"
X Link 2026-02-03T12:10Z [----] followers, [----] engagements

"$CPRI - minimal net debt $2.75B market cap $1B buyback. I expect the stock to move explosively like $DIN did after they announced their $50M near-term buyback in November"
X Link 2026-02-03T13:33Z [----] followers, [---] engagements

"$BHR - pretty clear the Company is getting sold based on this press release. Then we can focus on Monty buying $AHT. https://braemar.q4ir.com/investor/news-events/press-releases/news-details/2026/BRAEMAR-HOTELS--RESORTS-INC--PROVIDES-DIVIDEND-POLICY-CLARIFICATIONS/default.aspx https://braemar.q4ir.com/investor/news-events/press-releases/news-details/2026/BRAEMAR-HOTELS--RESORTS-INC--PROVIDES-DIVIDEND-POLICY-CLARIFICATIONS/default.aspx"
X Link 2026-02-03T14:40Z [----] followers, [---] engagements

"$CPRI - appreciate the dip. $CPRI - beat raised lower end essentially debt free $1B buyback to launch in fiscal year beginning on 4/1/26. Train about to leave the station here. All aboard. $CPRI - beat raised lower end essentially debt free $1B buyback to launch in fiscal year beginning on 4/1/26. Train about to leave the station here. All aboard"
X Link 2026-02-03T20:59Z [----] followers, [---] engagements

"$LUCK event biz comping positive in Jan/Feb. League play remains solid"
X Link 2026-02-04T22:08Z [----] followers, [----] engagements

"$LUCK $LUCK event biz comping positive in Jan/Feb. League play remains solid. https://t.co/QvIvN5qsHT $LUCK event biz comping positive in Jan/Feb. League play remains solid. https://t.co/QvIvN5qsHT"
X Link 2026-02-05T16:21Z [----] followers, [---] engagements

"@Fierce__beast It's been a great short for the last few years. No argument there. But if they even achieve half of what they talked about at MS I don't think you'll want to be short at this point in time"
X Link 2026-01-14T13:29Z [----] followers, [---] engagements

"$NWL - This all pretty much holds. Guide implies that biz improves significantly post Q1. Stock had a nice run back to $4.50-4.60. Would love a chance to reload sub $4. Yes it's $NWL so can't take it at face value: '25 baseline EPS of $0.56-0.60 OM expansion 50bps Lower cash tariffs $60M Add'l W/C reductions Lower cash taxes Lower cash bonuses ($60-70M) Lower CAPEX $50M All from 12/1 MS conf. If this happens stock rerates much higher TBD Yes it's $NWL so can't take it at face value: '25 baseline EPS of $0.56-0.60 OM expansion 50bps Lower cash tariffs $60M Add'l W/C reductions Lower cash taxes"
X Link 2026-02-06T12:35Z [----] followers, [----] engagements

"@logicalwealth @basilialukos We're in bigger trouble if AI can displace $ORLY or $AZO.just saying"
X Link 2026-02-13T16:12Z [----] followers, [--] engagements

"$SUP - lowered guide says $50-80M in unlevered FCF for the year. Only at $19M through Q3 so will see a nice lift in Q4. $SUP - the guide down that everyone knew was coming. US value added sales and adj EBITDA actually grew in Q3. No longer listed the preferred redemption on debt maturity schedule and used "excess cash" balance at debt refi. If TPG wants their money out gonna have to cut a deal. $SUP - the guide down that everyone knew was coming. US value added sales and adj EBITDA actually grew in Q3. No longer listed the preferred redemption on debt maturity schedule and used "excess cash""
X Link 2024-11-07T13:39Z [----] followers, [----] engagements

"Back in $NVR for the first time in years. Remember owning this at around $750-800 coming out of the GFC. Along with $AZO probably the best [--] stock buyback stories ever. Share count now sub [--] million. 30% off highs with headwinds galore already known"
X Link 2025-04-22T18:42Z [----] followers, 10.6K engagements

"Wonder if it's the time to just say fuck it and buy a basket of housing related stocks that have seen 3.5-4 years of double digit revenue declines while restructuring their cost bases. Akin to buying $HD in spring of [----] at $30. Fine being a few months early. Coiled springs"
X Link 2025-06-26T16:33Z [----] followers, 14.5K engagements

"Some Examples: $PRPL -plant consolidation deal with $SGI done gaining share with new product line $SNBR -significant cost cuts of $4ish per share insider buys above $9 $RH -biz inflection. investment cycle ending. $WHR -paid to wait. Tariffs may help sales but hurt costs. Wonder if it's the time to just say fuck it and buy a basket of housing related stocks that have seen 3.5-4 years of double digit revenue declines while restructuring their cost bases. Akin to buying $HD in spring of [----] at $30. Fine being a few months early. Coiled springs. Wonder if it's the time to just say fuck it and"
X Link 2025-07-21T12:05Z [----] followers, 14.6K engagements

"$CPS grows EBITDA by almost 25% y/o/y on slightly down sales. Raises EBITDA guide to $220-250M from $200-235M despite lowering NA auto production forecast from 15.1m units to 14.9m. Waiting on refi. Stellar execution. Still my favorite name. $CPS - beast mode activated with adjusted EBITDA doubling y/o/y with sales down 1.4%. Stellar execution. My favorite name. $CPS - beast mode activated with adjusted EBITDA doubling y/o/y with sales down 1.4%. Stellar execution. My favorite name"
X Link 2025-07-31T20:39Z [----] followers, [----] engagements

"$GENK - CEO gets worse every conference call instead of better. Would think sell side starts dropping coverage. But labor initiatives seem legit so 17-18% [--] wall is possible. One "no-growth" year as a non-public company would generate enough FCF for a $5-6 mgmt buyout. Just do it"
X Link 2025-08-06T23:43Z [----] followers, [----] engagements

"$MCW (don't own) - 33% EBITDA margins own 10-11% of locations. Reasonable debt level. Maintenance FCF likely ridiculous. Stock basically at all-time lows. No dividend. No buybacks. No insider buying. No 13Fs or 13Gs. Trades like it's a Monty Bennett entity. Why"
X Link 2025-08-21T18:08Z [----] followers, 10.3K engagements

"$AHT / $BHR - Sadly Monty stays in Dallas but the superstars do not"
X Link 2025-08-29T01:22Z [----] followers, [----] engagements

"Most of my ill-fated efforts on Hotel REITs have been focused on $AHT and $BHR. But almost the entire space trades at massive discounts to NAV even as individual asset sales validate NAV. Time has come for a non-Monty Bennett basket for yield and capital appreciation. $CLDT Hotel REIT with a $309.5 million market cap and a $765.6 million enterprise value way below its investment portfolios book value of $1.14 billion. Trades at a cap rate of 17.8%. Debt has decreased and they're starting to repurchase shares -- Link in bio for write-up. https://t.co/6ut0urWpiW $CLDT Hotel REIT with a $309.5"
X Link 2025-10-19T16:30Z [----] followers, 11.1K engagements

"$CPS - taking down Q4 profit by $25M due to temporary supply chain and market disruptions. Would think this is mostly (if not entirely) related to the Novelis fire affecting F-150 production. $F will make up for lost volume in '26 and $CPS will benefit. Happy to add on weakness. $CPS - 27% of sales were to $F in [----] and F150 is the top platform. So stock hammered in the last week as we await implications of Novelis fire. Temporary blip as we await news on the refi. Reminds me of the dip in $UNFI which was an amazing buying opportunity. $CPS - 27% of sales were to $F in [----] and F150 is the"
X Link 2025-10-31T01:00Z [----] followers, [----] engagements

"$GENK comped down 10% and did a 15% [--] wall margin. Many concepts would kill for a 15% [--] wall margin right now even if they comped positive. Honestly I thought it would be worse than this given the challenges in CA right now. $GENK - Guess it will already be dark in the Northeast. No f'ing clue what they say. Seems like there's a full blown takeout menu/delivery on the site now - a way to counter ICE raids in CA I put in a down 20% SSS in my model for kicks and can still get a 9% [--] wall margin. 🤷♂ $GENK - Guess it will already be dark in the Northeast. No f'ing clue what they say. Seems like"
X Link 2025-11-07T21:18Z [----] followers, [----] engagements

"$GENK says the magic phrase I've been waiting for: "If the restaurant operating environment doesn't improve in the short-term we will consider slowing our [----] growth plans." And the supermarket angle has potential to be significant ($100M in 4-5 years). Build the cash back up $GENK comped down 10% and did a 15% [--] wall margin. Many concepts would kill for a 15% [--] wall margin right now even if they comped positive. Honestly I thought it would be worse than this given the challenges in CA right now. $GENK comped down 10% and did a 15% [--] wall margin. Many concepts would kill for a 15% [--] wall"
X Link 2025-11-07T22:25Z [----] followers, [----] engagements

"$OI - $1.65-$1.90 EPS guide is heavily skewed to Q2-Q4 due to tough Q1 compare (pre-tariff buying etc.). As of now [----] is a mild improvement of [----] before a projected step change in [----]. Happy to add at 8-9x the midpoint"
X Link 2026-02-11T13:21Z [----] followers, [---] engagements

"$CROX - guides to $12.88-$13.35 and stock at $82 heading into the print. Feels like an $ANF / $DECK move is coming"
X Link 2026-02-12T12:22Z [----] followers, [---] engagements

"$WEN US SSS down 11.3%"
X Link 2026-02-13T12:41Z [----] followers, [----] engagements

"$WEN - should've bought the dip. Easy compares i guess. $WEN US SSS down 11.3%. https://t.co/g49OmsouyP $WEN US SSS down 11.3%. https://t.co/g49OmsouyP"
X Link 2026-02-13T17:07Z [----] followers, [---] engagements

"$RGS - Supercuts positive SSS even with Easter headwind in March and comped 4.5% in April. Starting to generate meaningful FCF. Hopefully stock rerates back towards last year's highs"
X Link 2025-05-13T12:09Z [----] followers, [----] engagements

"$GENK - a lot of hate on here for the name which I get. BUT founders own 85% of A/B shares. Could easily get a $25M loan take it private at a premium and pay the loan off within 12-15 months if they scaled back growth and ran it for cash. Gotta be nuts to short it here"
X Link 2025-05-14T15:02Z [----] followers, [----] engagements

"$GENK CFO bought 2K shares at $4 on Friday. Not massive but I'll take it at this point. $GENK - files S-3 in which founding families: [--]. Register to convert all B shares to A shares [--]. Register all corresponding A shares (plus other A shares owned) for sale. One class of stock makes it much easier for investors to understand. TBD if anyone sells.or buys. $GENK - files S-3 in which founding families: [--]. Register to convert all B shares to A shares [--]. Register all corresponding A shares (plus other A shares owned) for sale. One class of stock makes it much easier for investors to understand."
X Link 2025-05-21T20:23Z [----] followers, [----] engagements

"$VFC - [--] sizable insider buys including the CEO buying $1 million. https://www.vfc.com/investors/financial-information/sec-filings/content/0001127602-25-015575/0001127602-25-015575.pdf All have reported now but $NKE (still no visibility). $AAP shocked today but I'd think next phase of turn is harder. $CPRI and $VFC need to show key brands turning but upside massive. $NWL cheap IF hit/beat numbers. $HBI no longer a turnaround and the easiest story of the bunch. https://www.vfc.com/investors/financial-information/sec-filings/content/0001127602-25-015575/0001127602-25-015575.pdf All have"
X Link 2025-05-27T11:31Z [----] followers, 11.9K engagements

"$RGS looks like it's getting added to Russell Microcap Index. Right as it appears their SSS have inflected and they are moving to more consistent FCF generation. Interesting"
X Link 2025-05-27T12:33Z [----] followers, [----] engagements

"$GENK - and now a [--] cent special divvy. They own 85%+ of the company so why not do even more. A bonus without payroll tax implications. That's how $DDS does it too. $GENK CFO bought 2K shares at $4 on Friday. Not massive but I'll take it at this point. $GENK CFO bought 2K shares at $4 on Friday. Not massive but I'll take it at this point"
X Link 2025-05-28T12:10Z [----] followers, [----] engagements

"$ANF - sometimes a little bit of common sense goes a long way. $ANF has $18/sh in cash/investments and guided to $10.90 midpoint. Maybe $10.70 ex-interest income. Stock is $87 or $69 ex-cash. So under 6.5x PE. US biz could get worse Europe cab boycott US brands etc. but sub $80 today priced in a pretty bad outcome. Taking a shot long.🤷♂ $ANF has $18/sh in cash/investments and guided to $10.90 midpoint. Maybe $10.70 ex-interest income. Stock is $87 or $69 ex-cash. So under 6.5x PE. US biz could get worse Europe cab boycott US brands etc. but sub $80 today priced in a pretty bad outcome."
X Link 2025-05-28T12:13Z [----] followers, [----] engagements

"$GENK - S-3 is now effective which means there's now effectively only one class of stock. https://investor.genkoreanbbq.com/static-files/cfd4e0ac-3434-450f-883e-f3116f4c0bab $GENK - files S-3 in which founding families: [--]. Register to convert all B shares to A shares [--]. Register all corresponding A shares (plus other A shares owned) for sale. One class of stock makes it much easier for investors to understand. TBD if anyone sells.or buys. https://investor.genkoreanbbq.com/static-files/cfd4e0ac-3434-450f-883e-f3116f4c0bab $GENK - files S-3 in which founding families: [--]. Register to convert all"
X Link 2025-05-30T19:55Z [----] followers, [----] engagements

"$GENK - insider steps up with a 30k share buy. https://investor.genkoreanbbq.com/static-files/796c7aa8-5192-4c88-b641-9ab950518aa4 $GENK - S-3 is now effective which means there's now effectively only one class of stock. https://t.co/P6bQ9xTK7o https://investor.genkoreanbbq.com/static-files/796c7aa8-5192-4c88-b641-9ab950518aa4 $GENK - S-3 is now effective which means there's now effectively only one class of stock. https://t.co/P6bQ9xTK7o"
X Link 2025-06-02T21:36Z [----] followers, [----] engagements

"$PLCE - Reminder that Q1 doesn't define their year. I do think that [---] stores in the US aren't enough - WMT has 10x that TGT has has almost 5x etc. That's a lot of moms making shopping trips where they can just add clothes to the cart"
X Link 2025-06-07T19:18Z [----] followers, [----] engagements

"$SNBR announced a CFO transition AND said they are on track to EXCEED the $80-100M cost savings target while remaining in compliance with debt covenants. So with 23m ish shares o/s looking at almost $5 per share in cuts - stock is $6.60. Coiled spring if demand returns"
X Link 2025-07-22T13:50Z [----] followers, 14.2K engagements

"$WHR reports tonight $PRPL tomorrow night $SNBR weds morning. About to find out if it's too early or not. Some Examples: $PRPL -plant consolidation deal with $SGI done gaining share with new product line $SNBR -significant cost cuts of $4ish per share insider buys above $9 $RH -biz inflection. investment cycle ending. $WHR -paid to wait. Tariffs may help sales but hurt costs. Some Examples: $PRPL -plant consolidation deal with $SGI done gaining share with new product line $SNBR -significant cost cuts of $4ish per share insider buys above $9 $RH -biz inflection. investment cycle ending. $WHR"
X Link 2025-07-28T16:55Z [----] followers, [----] engagements

"$VFC - insiders knew what they were doing when they bought stock. Still waiting on Vans turn but everything else looks good. $VFC - [--] sizable insider buys including the CEO buying $1 million. https://t.co/OOmAnk1Y4a $VFC - [--] sizable insider buys including the CEO buying $1 million. https://t.co/OOmAnk1Y4a"
X Link 2025-07-30T10:20Z [----] followers, 10.1K engagements

"OK - I'll rank 'em: [--]. $PRPL - multibagger with sales growth and GM expansion. Doesn't feel too early at all. [--]. $SNBR - potential multi-bagger if sales return to growth in '26. Risk/reward skews very positive though if strong stomach. [--]. $WHR - not exciting at all. Pass. $WHR reports tonight $PRPL tomorrow night $SNBR weds morning. About to find out if it's too early or not. $WHR reports tonight $PRPL tomorrow night $SNBR weds morning. About to find out if it's too early or not"
X Link 2025-07-30T21:44Z [----] followers, [----] engagements

"$CPS - yes that's an auto supplier RAISING guidance. $CPS grows EBITDA by almost 25% y/o/y on slightly down sales. Raises EBITDA guide to $220-250M from $200-235M despite lowering NA auto production forecast from 15.1m units to 14.9m. Waiting on refi. Stellar execution. Still my favorite name. $CPS grows EBITDA by almost 25% y/o/y on slightly down sales. Raises EBITDA guide to $220-250M from $200-235M despite lowering NA auto production forecast from 15.1m units to 14.9m. Waiting on refi. Stellar execution. Still my favorite name"
X Link 2025-07-31T20:41Z [----] followers, [----] engagements

"$CPS - Holy shit $CPS grows EBITDA by almost 25% y/o/y on slightly down sales. Raises EBITDA guide to $220-250M from $200-235M despite lowering NA auto production forecast from 15.1m units to 14.9m. Waiting on refi. Stellar execution. Still my favorite name. $CPS grows EBITDA by almost 25% y/o/y on slightly down sales. Raises EBITDA guide to $220-250M from $200-235M despite lowering NA auto production forecast from 15.1m units to 14.9m. Waiting on refi. Stellar execution. Still my favorite name"
X Link 2025-08-01T12:59Z [----] followers, [----] engagements

"Starting to feel like my sole purpose in life is to repeatedly buy $SNBR at $6 and flip at $9. That said could be more insider buys 13F or 13D filings and some type of debt refi before Q3 results in October. Also if stock really runs s/t they should have an ATM ready"
X Link 2025-08-05T18:47Z [----] followers, [----] engagements

"$PTLO $PLTO - just said Texas restaurants have "started off slow". Goodnight. $PLTO - just said Texas restaurants have "started off slow". Goodnight"
X Link 2025-08-05T18:55Z [----] followers, [----] engagements

"After a week in So Cal observing customer patterns and location proximity I have come to the conclusion that $JACK could generate an ancillary revenue stream by allowing In N Out patrons to park in their empty lots for a small fee. Maybe wash the cars too for add'l fee"
X Link 2025-08-17T17:09Z [----] followers, [----] engagements

"$CPS - Stifel initiates at buy with $39 target. $93 is more appropriate but great to see sell side finally taking notice. https://t.co/mc80EyZRAQ Bullish $CPS @HedgeFundTips @CapitalFang https://t.co/mc80EyZRAQ Bullish $CPS @HedgeFundTips @CapitalFang"
X Link 2025-08-20T21:41Z [----] followers, [----] engagements

"First $CATO then $KSS and now $TLYS. Revenge of the Turds continues. Will it extend to $PLCE No clue"
X Link 2025-09-03T20:35Z [----] followers, [----] engagements

"Main takeaway from Q2 consumer earnings seems to be that people are skipping booze burritos and Mediterranean bowls for the $10.99 deal at Chili's. And using the savings to buy apparel - especially denim"
X Link 2025-09-03T21:56Z [----] followers, [----] engagements

"Not sure rate cuts are going to make a difference given myriad of other factors affecting bottom line of companies. We'll see if July/August was consumer last gasp ahead of a weak holiday season. May see refi wave that boosts consumption if [--] year stays near 4%. TBD. Certainly pricing it in now. I just think it's hard to stop the inertia of a weakening job market and as slack increases you'll see companies finally willing to let go that 5-10% of headcount they've reluctantly held on to for the last [--] months. Adding to market hedges. Certainly pricing it in now. I just think it's hard to stop"
X Link 2025-09-05T12:48Z [----] followers, [----] engagements

"Some people look forward to the markets closing at 4pm today and starting their weekend. Others dread the markets closing at 4pm because it's T minus [--] minutes to a potential $PLCE detonation. $PLCE at Sidoti on 9/17-18 as of now. Feels like a good thing but no f'ing clue"
X Link 2025-09-05T14:17Z [----] followers, [----] engagements

"$PLCE - worth the wait. Turns out they are going to Sidoti because THERE'S A REAL STORY TO TELL. NO LONGER A TURD Some people look forward to the markets closing at 4pm today and starting their weekend. Others dread the markets closing at 4pm because it's T minus [--] minutes to a potential $PLCE detonation. $PLCE at Sidoti on 9/17-18 as of now. Feels like a good thing but no f'ing clue. https://t.co/fkpd87zOPF Some people look forward to the markets closing at 4pm today and starting their weekend. Others dread the markets closing at 4pm because it's T minus [--] minutes to a potential $PLCE"
X Link 2025-09-05T20:45Z [----] followers, [----] engagements

"$PLCE - Management is coming out of witness protection. Balance sheet will look much better at year end as working capital becomes a source of funds and GM improves y/o/y in Q3/Q4"
X Link 2025-09-05T21:02Z [----] followers, [----] engagements

"$PLCE - 10-Q reveals that $AMZN sales were down 5% y/o/y in Q2 but still up 22% YTD. Q2 last year had huge catch up shipments to AMZN after Q1 fiasco. Retail comps down 4.7% show rest of biz performing inline with AMZN which is huge improvement and much better in July/August"
X Link 2025-09-06T12:59Z [----] followers, [----] engagements

"$PLCE - Seasonality in their favor now. Last year inventory was still elevated at y/e and revolver balance was $246M at y/e. Inventory looks much better now so decent chance they end the year with revolver sub $200M. Definitely turned a corner here. $PLCE - 10-Q reveals that $AMZN sales were down 5% y/o/y in Q2 but still up 22% YTD. Q2 last year had huge catch up shipments to AMZN after Q1 fiasco. Retail comps down 4.7% show rest of biz performing inline with AMZN which is huge improvement and much better in July/August. $PLCE - 10-Q reveals that $AMZN sales were down 5% y/o/y in Q2 but still"
X Link 2025-09-06T13:05Z [----] followers, [----] engagements

"$JACK - getting booted from S&P Small Cap [---] on 9/22. Adding forced selling to facing every possible headwind under the sun. Then will likely face a round of year-end tax selling. Bailed earlier in the week (in the $19's sadly) and will revisit in Nov/Dec time frame"
X Link 2025-09-06T17:39Z [----] followers, 10.7K engagements

"$PTLO cuts guidance that they just issued on 8/5. Ugly $PTLO https://t.co/5PGJD3Vo8y $PTLO https://t.co/5PGJD3Vo8y"
X Link 2025-09-10T13:04Z [----] followers, [----] engagements

"$PLAY - another brutal quarter with negative comps and margin compression. Competition and macro continue to weigh on results. They need to get their heads out of their asses and run the biz for cash. Stop with the new stores already"
X Link 2025-09-15T20:16Z [----] followers, [----] engagements

"$PLCE - Honestly WTF did people expect [--]. Reported less then [--] wks ago and said July/August were positive. [--]. First Q totally free of new regime [--]. Landlords went from worrying about getting paid in '24 to offering long-term leases in '25. Seems a good indicator of stability"
X Link 2025-09-18T15:26Z [----] followers, [----] engagements

"Discretionary certainly trading like the consumer blew their wad in July/August with many stocks within range of April lows. Or maybe the consumer is fine and investors just moving towards the speculative frenzy. TBD. Not sure rate cuts are going to make a difference given myriad of other factors affecting bottom line of companies. We'll see if July/August was consumer last gasp ahead of a weak holiday season. May see refi wave that boosts consumption if [--] year stays near 4%. TBD. Not sure rate cuts are going to make a difference given myriad of other factors affecting bottom line of"
X Link 2025-10-07T22:25Z [----] followers, [----] engagements

"@SFarringtonBKC Job market not strong enough for you to change your handle though. If you believe it you should be getting close to backing up the truck on some of this stuff"
X Link 2025-10-07T22:58Z [----] followers, [---] engagements

"$PLCE - CEO buy. Not huge dollars but HUGE signal. https://www.sec.gov/Archives/edgar/data/2014249/000110465925098373/xslF345X05/tm2528427-1_4seq1.xml $PLCE - Honestly WTF did people expect [--]. Reported less then [--] wks ago and said July/August were positive. [--]. First Q totally free of new regime [--]. Landlords went from worrying about getting paid in '24 to offering long-term leases in '25. Seems a good indicator of stability. https://www.sec.gov/Archives/edgar/data/2014249/000110465925098373/xslF345X05/tm2528427-1_4seq1.xml $PLCE - Honestly WTF did people expect [--]. Reported less then [--] wks ago"
X Link 2025-10-09T21:02Z [----] followers, [----] engagements

""Weight" times at $PTLO just went down 50%. NEW: Some Texas National Guard soldiers deployed to Chicago have been sent home for failing to meet height weight & fitness standards. Comes after Defense Sec & former Fox host Pete Hegseth said he was tired of fat troops giving the military a bad look. NEW: Some Texas National Guard soldiers deployed to Chicago have been sent home for failing to meet height weight & fitness standards. Comes after Defense Sec & former Fox host Pete Hegseth said he was tired of fat troops giving the military a bad look"
X Link 2025-10-13T21:22Z [----] followers, [----] engagements

"@kamikazetrading Pretty sure I've posted my thoughts here on $PRPL after their last call"
X Link 2025-10-13T22:36Z [----] followers, [---] engagements

"$ANF - holy crap. $12 in cash per share and a $10+ EPS guide (that many believe they miss). Still at $68 a lot of bad news priced in so really feels like institutional dump for tax loss reasons. It's the retailer life cycle - turnaround to high flier to possible value trap. LOL"
X Link 2025-10-21T16:11Z [----] followers, 32.5K engagements

"$DECK - $10ish per share in cash massive buyback in place EPS in $6.50 range and 21.5% operating margin WITH tariff impacts. Easy to hedge if consumer is toast. Others can get deep into weeds on Ugg and Hoka. I like the risk/reward at $90"
X Link 2025-10-24T11:57Z [----] followers, [----] engagements

"$CLDT $PK and others should rerate on the Sotherly buyout. Would assume $BHR gets a bump as that's actually for sale. Hoping for a bump in $AHT but that might be asking for too much. $CLDT Hotel REIT with a $309.5 million market cap and a $765.6 million enterprise value way below its investment portfolios book value of $1.14 billion. Trades at a cap rate of 17.8%. Debt has decreased and they're starting to repurchase shares -- Link in bio for write-up. https://t.co/6ut0urWpiW $CLDT Hotel REIT with a $309.5 million market cap and a $765.6 million enterprise value way below its investment"
X Link 2025-10-27T12:04Z [----] followers, [----] engagements

"$CPS - Q4 hit is 100% due to issues beyond their control and nothing to do with the fundamental story. $CPS - taking down Q4 profit by $25M due to temporary supply chain and market disruptions. Would think this is mostly (if not entirely) related to the Novelis fire affecting F-150 production. $F will make up for lost volume in '26 and $CPS will benefit. Happy to add on weakness. $CPS - taking down Q4 profit by $25M due to temporary supply chain and market disruptions. Would think this is mostly (if not entirely) related to the Novelis fire affecting F-150 production. $F will make up for lost"
X Link 2025-10-31T13:08Z [----] followers, [----] engagements

"Which deal was worse $CROX buying Hey Dude for $2.5B or $JACK buying Del Taco for $575M (and selling for $115M)"
X Link 2025-11-01T14:41Z [----] followers, 12.9K engagements

"$PRPL - results are fine. Nice to see even the slightest sales growth and positive EBITDA will industry performing at such a depressed level. Bodes very well if the industry shows any signs of recovery after [--] ugly years"
X Link 2025-11-04T21:32Z [----] followers, [----] engagements

"$PRPL - listening to the earnings call. It's better than fine. Showrooms are doing great and rollout with Mattress Firm going well. Expecting positive cash flow and potential debt repayment next year. Also STILL evaluating strategic alternatives. $PRPL - results are fine. Nice to see even the slightest sales growth and positive EBITDA will industry performing at such a depressed level. Bodes very well if the industry shows any signs of recovery after [--] ugly years. $PRPL - results are fine. Nice to see even the slightest sales growth and positive EBITDA will industry performing at such a"
X Link 2025-11-04T21:45Z [----] followers, [----] engagements

"$PRPL - most importantly they said they're not sure if the industry is going to get much better short-term but they also don't expect it to get worse. So after [--] ugly years we're basically at the bottom. $PRPL - listening to the earnings call. It's better than fine. Showrooms are doing great and rollout with Mattress Firm going well. Expecting positive cash flow and potential debt repayment next year. Also STILL evaluating strategic alternatives. $PRPL - listening to the earnings call. It's better than fine. Showrooms are doing great and rollout with Mattress Firm going well. Expecting"
X Link 2025-11-04T22:06Z [----] followers, [----] engagements

"$SNBR - media spend down 32% in Q3 as they had to manage bank debt while working on amendments. Couldn't match the promotional cadence much larger of Mattress Firm/$SGI AND their product isn't in those stores (unlike $PRPL). Virtuous cycle but spend now going up a bit in Q4"
X Link 2025-11-05T14:07Z [----] followers, [----] engagements

"$DIN cutting dividend in favor of stock buybacks is a great move. $50M or more in buybacks over next [--] months is basically 15% of market cap if stock doesn't move"
X Link 2025-11-05T15:30Z [----] followers, [----] engagements

"$SGI - Beat and raise as they assert more dominance over the mattress space. At least $PRPL is part of the ecosystem with distribution in Mattress Firm and the warrants that $SGI owns"
X Link 2025-11-06T12:35Z [----] followers, [----] engagements

"@FunkyOmnivore Lol. My model had them doing in [----] what they are now hoping to do in [----]. Ask $DXLG what happened when they decided to pivot from turnaround strategy to growth. I just think there are better opportunities elsewhere where NOTHING is priced in. You can buy the dip though"
X Link 2025-12-02T14:55Z [----] followers, [---] engagements

"$GIL - well I let some $HBI roll into this to avoid taxes and now UBS has upped their PT to $110. Guess I'm gonna stick with it"
X Link 2025-12-16T14:40Z [----] followers, [---] engagements

"@SFarringtonBKC Showrooms have been comping positive. Don't think it's specific to your location"
X Link 2026-01-05T23:24Z [----] followers, [---] engagements

"@bullsbayretail @SFarringtonBKC $SNBR is there. $PRPL is not"
X Link 2026-01-06T00:08Z [----] followers, [---] engagements

"@bullsbayretail @kingdomcapadv It is not as good and $PRPL is not there"
X Link 2026-01-07T16:46Z [----] followers, [---] engagements

"@bullsbayretail @BrendanFranco6 @kingdomcapadv Cancelled is the wrong word. $PRPL and $RRGB never planned on attending. $PLCE is the one that actually canceled - they were on the agenda until they reported earnings"
X Link 2026-01-08T13:25Z [----] followers, [---] engagements

Topic Creators

https://lunarcrush.com/api4/public/topic/:topic/creators/v1

Get the top creators for a social topic

input parameters:

  • topic: Provide the topic to get details for. A topic must be all lower case and can only include letters, numbers, spaces, # and $. required

Example request:

curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/topic/bitcoin/creators/v1

Example response:

{
  "data": [
    {
      "creator_id": "twitter::1605310254085980161",
      "creator_name": "Bitcoin_Teddy",
      "creator_avatar": "https://pbs.twimg.com/profile_images/1739753415134138368/FrWHMAnb_200x200.jpg",
      "creator_followers": 74293,
      "creator_rank": 1,
      "interactions_24h": [-------]
    }
  ]
}

Schema:

  • creator_id: The [network]::[unique_id] for the influencer
  • creator_name: The unique screen name for the influencer
  • creator_avatar: The URL to the avatar for the creator
  • creator_followers: number of followers the account has
  • creator_rank: ranking based on all posts in the last [--] hours that have interactions
  • interactions_24h: Number of interactions in the last [--] hours

Creators List

https://lunarcrush.com/api4/public/creators/list/v1

Get a list of trending social creators over all of social based on interactions. To get lists of creators by category or topic see the topics and categories endpoints.

Example request:

curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creators/list/v1

Example response:

{
  "data": [
    {
      "creator_name": "elonmusk",
      "creator_display_name": "Elon Musk",
      "creator_id": "44196397",
      "creator_network": "twitter",
      "creator_avatar": "https://pbs.twimg.com/profile_images/2008546467615580160/57KcqsTA_200x200.jpg",
      "creator_followers": 234295750,
      "creator_posts": 3649,
      "creator_rank": 1,
      "interactions_24h": [---------]
    }
  ]
}

Schema:

  • creator_name: The unique screen name for the influencer
  • creator_display_name: The chosen display name for the influencer if available
  • creator_id: The [network]::[unique_id] for the influencer
  • creator_network: The social network for the post or influencer. We still refer to x as twitter out of developer preference.
  • creator_avatar: The URL to the avatar for the creator
  • creator_followers: number of followers the account has
  • creator_posts: total number of posts with interactions in the last [--] hours
  • creator_rank: ranking based on all posts in the last [--] hours that have interactions
  • interactions_24h: Number of interactions in the last [--] hours

Creator

https://lunarcrush.com/api4/public/creator/:network/:id/v1

Get detail information on a specific creator

input parameters:

  • network: Provide the network for the creator. One of twitter, youtube, instagram, reddit, or tiktok required
  • id: Provide the unique ID or screen name of the creator required

Example request:

curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creator/twitter/elonmusk/v1

Example response:

{
  "data": {
    "creator_id": "twitter::44196397",
    "creator_name": "elonmusk",
    "creator_display_name": "Elon Musk",
    "creator_avatar": "https://pbs.twimg.com/profile_images/2008546467615580160/57KcqsTA_200x200.jpg",
    "creator_followers": 234296337,
    "creator_rank": 2,
    "interactions_24h": 318539577,
    "topic_influence": [
      {
        "topic": "in the",
        "count": 294,
        "percent": 5.88,
        "rank": [--]
      }
    ],
    "top_community": [
      {
        "creator_name": "grok",
        "creator_display_name": "Grok",
        "creator_avatar": "https://pbs.twimg.com/profile_images/1893219113717342208/Vgg2hEPa_200x200.jpg",
        "count": [---]
      }
    ]
  }
}

Schema:

  • creator_id: The [network]::[unique_id] for the influencer
  • creator_name: The unique screen name for the influencer
  • creator_display_name: The chosen display name for the influencer if available
  • creator_avatar: The URL to the avatar for the creator
  • creator_followers: number of followers the account has
  • creator_rank: ranking based on all posts in the last [--] hours that have interactions
  • interactions_24h: Number of interactions in the last [--] hours
  • topic_influence: an array of social topics and the creators ranking on each topic
  • topic: LunarCrush social topic. Can only includes letters, numbers, spaces, #, and $
  • top_community: an array of the top accounts that have recently mentioned this creator or that this creator has mentioned

Creator Time Series

https://lunarcrush.com/api4/public/creator/:network/:id/time-series/v1

Get time series data on a creator.

input parameters:

  • network: Influencer social network required
  • id: The unique id or screen name of the creator required
  • bucket: bucket time series data into hours or days. default is hours.
  • interval: Use interval to specify the start and end time automatically for convenience. If "start" or "end" parameters are provided this parameter is ignored.
  • start: The start time (unix timestamp) to go back to.
  • end: The end time (unix timestamp) to stop at.

Example request:

curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creator/twitter/lunarcrush/time-series/v1

Example response:

{
  "config": {
    "network": "twitter",
    "influencer_id": "twitter::988992203568562176",
    "interval": "1w",
    "start": 1769990400,
    "end": 1770681600,
    "bucket": "hour",
    "name": "lunarcrush",
    "remote_api": "danode1-13",
    "generated": [----------]
  },
  "data": [
    {
      "time": 1769990400,
      "followers": 305326,
      "interactions": 717,
      "posts_active": 14,
      "creator_rank": [------]
    }
  ]
}

Schema:

  • config: This includes the inputs for the request processed by the server and may include additional hints about the request and response information.
  • network: The social network for the post or influencer. We still refer to x as twitter out of developer preference.
  • interval: Typically used for specifying time intervals like 1w = [--] week, 1m = [--] month etc
  • start: Start/from unix timestamp (in seconds)
  • end: End/to unix timestamp (in seconds)
  • bucket: Data is generally bucketed into hours or days
  • name: The full name of the asset
  • generated: A unix timestamp (in seconds) when the data was generated to understand possibly stale data
  • time: A unix timestamp (in seconds)
  • followers: The number of publicly displayed followers the creator has
  • interactions: number of all publicly measurable interactions on a social post (views, likes, comments, thumbs up, upvote, share etc)
  • posts_active: number of unique social posts with interactions
  • creator_rank: ranking based on all posts in the last [--] hours that have interactions

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing

@CapitalFang
/creator/twitter::CapitalFang