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# ![@Heady_Creek Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1953494042588729347.png) @Heady_Creek Dad

Dad posts on X about $mtn, mtn, $sono, stocks the most. They currently have XX followers and XX posts still getting attention that total XXX engagements in the last XX hours.

### Engagements: XXX [#](/creator/twitter::1953494042588729347/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1953494042588729347/c:line/m:interactions.svg)

- X Week XXX +73%
- X Month XXX -XX%

### Mentions: X [#](/creator/twitter::1953494042588729347/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1953494042588729347/c:line/m:posts_active.svg)

- X Week X +17%
- X Month XX +67%

### Followers: XX [#](/creator/twitter::1953494042588729347/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1953494042588729347/c:line/m:followers.svg)

- X Week XX +20%
- X Month XX +50%

### CreatorRank: XXXXXXXXX [#](/creator/twitter::1953494042588729347/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1953494042588729347/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1953494042588729347/influence)
---

**Social category influence**
[stocks](/list/stocks)  XX% [finance](/list/finance)  XX% [cryptocurrencies](/list/cryptocurrencies)  XX%

**Social topic influence**
[$mtn](/topic/$mtn) 30%, [mtn](/topic/mtn) 30%, [$sono](/topic/$sono) 10%, [stocks](/topic/stocks) 10%, [over the](/topic/over-the) 10%, [$sn](/topic/$sn) 10%, [savings](/topic/savings) 10%, [holders](/topic/holders) 10%, [3p](/topic/3p) 10%, [$real](/topic/$real) XX%

**Top accounts mentioned or mentioned by**
[@headycreek](/creator/undefined)

**Top assets mentioned**
[Medicalchain (MTN)](/topic/$mtn) [SpaceN (SN)](/topic/$sn) [Realy (REAL)](/topic/$real) [Birkenstock Holding plc (BIRK)](/topic/$birk) [MP Materials Corp. (MP)](/topic/$mp) [Cleveland-Cliffs, Inc. (CLF)](/topic/$clf)
### Top Social Posts [#](/creator/twitter::1953494042588729347/posts)
---
Top posts by engagements in the last XX hours

"@Heady_Creek sold out of a portion of its position in $SONO over the last week to take advantage of a pullback in some other consumer discretionary stocks. One of them is $SN a company that shares a lot of the cultural and entrepreneurial spirit of $SONO. We think investors are focusing too closely on near term weakness in third party data a trend we think reverses in Q4 based on observed comparable sales in wholesale sell-through. Like $SONO there is an attachment-like quality to the product - once you get one Shark or Ninja Brand product you tend to have a great experience and buy more."  
[X Link](https://x.com/Heady_Creek/status/1975635380746788957) [@Heady_Creek](/creator/x/Heady_Creek) 2025-10-07T18:52Z XX followers, XXX engagements


"$MTN this business is in a tough spot. For the first time since introducing the EPIC pass attrition has now reached double digit %. Raising prices is not going to help and that seems to be the only thing management is telling investors as to why 2027 will be a better year than 2026. Cost savings aside of which most are non-cash the trough for earnings (if FY 2026 is the trough) is somewhere around $6/share and FY 2027 is unlikely to see much recovery maybe 5-10% earnings growth. We are below the street because we understand that the composition of passholders in 2026 will be much less"  
[X Link](https://x.com/Heady_Creek/status/1973446370649420289) [@Heady_Creek](/creator/x/Heady_Creek) 2025-10-01T17:54Z XX followers, XXX engagements


"Interesting piece on $MTN"  
[X Link](https://x.com/Heady_Creek/status/1978111228816805943) [@Heady_Creek](/creator/x/Heady_Creek) 2025-10-14T14:50Z XX followers, XXX engagements


"$MTN 3P data update suggests mix of Epic pass holders continues to deteriorate. Passes for veterans and military are growing while full-priced passes continue to decline. Retention continues to decline. The outlook for on-mountain revenue continues to worsen for $MTN"  
[X Link](https://x.com/Heady_Creek/status/1978808167501840589) [@Heady_Creek](/creator/x/Heady_Creek) 2025-10-16T13:00Z XX followers, XX engagements


"@Heady_Creek remains long $REAL a leader in secondhand luxury goods sold via physical and online marketplaces. In August we first posted our reasons for the investment. Now that the #WSJ is writing about the company we will likely take the opportunity to reduce our position and look for a better entry point before the company reports in November. The article failed to highlight a specific feature new to $REAL's business model - "Buy It Now" which is driving higher margins than general consignment and improving the quality and breadth of the data for higher-value goods. Authenticity of the"  
[X Link](https://x.com/Heady_Creek/status/1980283326452715900) [@Heady_Creek](/creator/x/Heady_Creek) 2025-10-20T14:41Z XX followers, XX engagements


"$BIRK is a name we like especially at these levels. even with the private equity overhang. The margins are phenomenal and resilient thanks to a hybrid distribution model and a product that consistently sells at full price. Our analysis of 3P data suggests the company is comping a strong sell-in period at DSW and that growth over Q4 and into Q1 2026 will shift towards their higher-margin DTC channels. We are modeling $XXXX in earnings for next year"  
[X Link](https://x.com/Heady_Creek/status/1980696770020798520) [@Heady_Creek](/creator/x/Heady_Creek) 2025-10-21T18:04Z XX followers, XX engagements


"Why buy $MP when you can buy $CLF at a much lower implied price per ton of never-to-be-mined rare earth"  
[X Link](https://x.com/Heady_Creek/status/1980697883948310554) [@Heady_Creek](/creator/x/Heady_Creek) 2025-10-21T18:09Z XX followers, XXX engagements

[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@Heady_Creek Avatar @Heady_Creek Dad

Dad posts on X about $mtn, mtn, $sono, stocks the most. They currently have XX followers and XX posts still getting attention that total XXX engagements in the last XX hours.

Engagements: XXX #

Engagements Line Chart

  • X Week XXX +73%
  • X Month XXX -XX%

Mentions: X #

Mentions Line Chart

  • X Week X +17%
  • X Month XX +67%

Followers: XX #

Followers Line Chart

  • X Week XX +20%
  • X Month XX +50%

CreatorRank: XXXXXXXXX #

CreatorRank Line Chart

Social Influence #


Social category influence stocks XX% finance XX% cryptocurrencies XX%

Social topic influence $mtn 30%, mtn 30%, $sono 10%, stocks 10%, over the 10%, $sn 10%, savings 10%, holders 10%, 3p 10%, $real XX%

Top accounts mentioned or mentioned by @headycreek

Top assets mentioned Medicalchain (MTN) SpaceN (SN) Realy (REAL) Birkenstock Holding plc (BIRK) MP Materials Corp. (MP) Cleveland-Cliffs, Inc. (CLF)

Top Social Posts #


Top posts by engagements in the last XX hours

"@Heady_Creek sold out of a portion of its position in $SONO over the last week to take advantage of a pullback in some other consumer discretionary stocks. One of them is $SN a company that shares a lot of the cultural and entrepreneurial spirit of $SONO. We think investors are focusing too closely on near term weakness in third party data a trend we think reverses in Q4 based on observed comparable sales in wholesale sell-through. Like $SONO there is an attachment-like quality to the product - once you get one Shark or Ninja Brand product you tend to have a great experience and buy more."
X Link @Heady_Creek 2025-10-07T18:52Z XX followers, XXX engagements

"$MTN this business is in a tough spot. For the first time since introducing the EPIC pass attrition has now reached double digit %. Raising prices is not going to help and that seems to be the only thing management is telling investors as to why 2027 will be a better year than 2026. Cost savings aside of which most are non-cash the trough for earnings (if FY 2026 is the trough) is somewhere around $6/share and FY 2027 is unlikely to see much recovery maybe 5-10% earnings growth. We are below the street because we understand that the composition of passholders in 2026 will be much less"
X Link @Heady_Creek 2025-10-01T17:54Z XX followers, XXX engagements

"Interesting piece on $MTN"
X Link @Heady_Creek 2025-10-14T14:50Z XX followers, XXX engagements

"$MTN 3P data update suggests mix of Epic pass holders continues to deteriorate. Passes for veterans and military are growing while full-priced passes continue to decline. Retention continues to decline. The outlook for on-mountain revenue continues to worsen for $MTN"
X Link @Heady_Creek 2025-10-16T13:00Z XX followers, XX engagements

"@Heady_Creek remains long $REAL a leader in secondhand luxury goods sold via physical and online marketplaces. In August we first posted our reasons for the investment. Now that the #WSJ is writing about the company we will likely take the opportunity to reduce our position and look for a better entry point before the company reports in November. The article failed to highlight a specific feature new to $REAL's business model - "Buy It Now" which is driving higher margins than general consignment and improving the quality and breadth of the data for higher-value goods. Authenticity of the"
X Link @Heady_Creek 2025-10-20T14:41Z XX followers, XX engagements

"$BIRK is a name we like especially at these levels. even with the private equity overhang. The margins are phenomenal and resilient thanks to a hybrid distribution model and a product that consistently sells at full price. Our analysis of 3P data suggests the company is comping a strong sell-in period at DSW and that growth over Q4 and into Q1 2026 will shift towards their higher-margin DTC channels. We are modeling $XXXX in earnings for next year"
X Link @Heady_Creek 2025-10-21T18:04Z XX followers, XX engagements

"Why buy $MP when you can buy $CLF at a much lower implied price per ton of never-to-be-mined rare earth"
X Link @Heady_Creek 2025-10-21T18:09Z XX followers, XXX engagements

@Heady_Creek
/creator/twitter::Heady_Creek