[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.] #  @LeadingEdgeTLE The Leading Edge The Leading Edge posts on X about $shak, $tsla, shak, $cmg the most. They currently have XX followers and XX posts still getting attention that total XXX engagements in the last XX hours. ### Engagements: XXX [#](/creator/twitter::1877328045914337283/interactions)  - X Week XXX -XX% - X Month XXXXX +136% ### Mentions: X [#](/creator/twitter::1877328045914337283/posts_active)  - X Week XX +20% - X Month XX +189% ### Followers: XX [#](/creator/twitter::1877328045914337283/followers)  - X Week XX no change - X Month XX +135% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::1877328045914337283/influencer_rank)  ### Social Influence [#](/creator/twitter::1877328045914337283/influence) --- **Social category influence** [stocks](/list/stocks) XX% [finance](/list/finance) XX% [automotive brands](/list/automotive-brands) XX% [cryptocurrencies](/list/cryptocurrencies) XX% [technology brands](/list/technology-brands) X% **Social topic influence** [$shak](/topic/$shak) 15%, [$tsla](/topic/$tsla) 10%, [shak](/topic/shak) 10%, [$cmg](/topic/$cmg) 10%, [$crox](/topic/$crox) 5%, [fsd](/topic/fsd) 5%, [tesla](/topic/tesla) 5%, [$99](/topic/$99) 5%, [inflation](/topic/inflation) 5%, [investment](/topic/investment) X% **Top accounts mentioned or mentioned by** [@realroseceline](/creator/undefined) [@ecommerceshares](/creator/undefined) [@joecarlsonshow](/creator/undefined) [@spike1567](/creator/undefined) [@sawyermerritt](/creator/undefined) [@tesla](/creator/undefined) [@alexavoigt](/creator/undefined) [@adamandevs](/creator/undefined) [@dividenddudex](/creator/undefined) [@spencerhakimian](/creator/undefined) [@longoption](/creator/undefined) [@buccocapital](/creator/undefined) [@pronkdaniel](/creator/undefined) [@adam_and_evs](/creator/undefined) [@spike_1567](/creator/undefined) **Top assets mentioned** [Shakita Inu (SHAK)](/topic/$shak) [Tesla, Inc. (TSLA)](/topic/$tsla) [Chipotle Mexican Grill, Inc. (CMG)](/topic/$cmg) [Crocs, Inc. (CROX)](/topic/$crox) [The XX% Community (99)](/topic/$99) [Deckers Outdoor, Corp. (DECK)](/topic/$deck) [Skechers U.S.A., Inc. (SKX)](/topic/$skx) [McDonald's Corp (MCD)](/topic/$mcd) [Texas Roadhouse, Inc. (TXRH)](/topic/$txrh) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [GM (GM)](/topic/$gm) ### Top Social Posts [#](/creator/twitter::1877328045914337283/posts) --- Top posts by engagements in the last XX hours "@realroseceline I love buybacks - much better than dividends from a tax perspective. Only thing to bear in mind is the price the company is paying for its stock. $CROX buying back works well. But if $TSLA was to buy back it would be a complete waste of capital"  [@LeadingEdgeTLE](/creator/x/LeadingEdgeTLE) on [X](/post/tweet/1945459406730068213) 2025-07-16 12:24:02 UTC XX followers, XXX engagements "@SawyerMerritt @Tesla FSD is an experience not a product (yet). People will only spend the $XX a month to try it out. When it has real practical application (one where it can be truly used unsupervised) then the demand for it will change"  [@LeadingEdgeTLE](/creator/x/LeadingEdgeTLE) on [X](/post/tweet/1948260885010460914) 2025-07-24 05:56:06 UTC XX followers, XX engagements "Barrons downgrading $SHAK citing inflation as one of the headwinds. I suspect that inflation will be beneficial for fast-casual restaurants like $SHAK or $CMG. Inflation gets compounded in tipping environments which will drive more customers to $SHAK"  [@LeadingEdgeTLE](/creator/x/LeadingEdgeTLE) on [X](/post/tweet/1948338883382374601) 2025-07-24 11:06:02 UTC XX followers, XX engagements "@joecarlsonshow The real question here is whether you are going to change your investment view based on ChatGPT's response"  [@LeadingEdgeTLE](/creator/x/LeadingEdgeTLE) on [X](/post/tweet/1947237158902812983) 2025-07-21 10:08:11 UTC XX followers, XX engagements "@realroseceline These are my favourite kinds of compounders. Simple easy to understand businesses with a very low global store footprint which means their capital can be put to good use expanding their DTC business. $DECK valuation still seems high though compared to peers (e.g. $SKX $CRX)"  [@LeadingEdgeTLE](/creator/x/LeadingEdgeTLE) on [X](/post/tweet/1945384154842996768) 2025-07-16 07:25:00 UTC XX followers, XXX engagements "@Adam_and_EVs I think they will get there. I just personally think they should geofence like Waymo so that they get their certifications in place (and monetize). The risk to $TSLA is if regulations start mandating lidar. They need to get ahead of this. (Still stupidly overvalued though)"  [@LeadingEdgeTLE](/creator/x/LeadingEdgeTLE) on [X](/post/tweet/1948651607026995710) 2025-07-25 07:48:41 UTC XX followers, XXX engagements "@ecommerceshares The $CMG story has been one of expansion. But each year they have to roll out a higher number of stores to maintain the growth rate. IMHO the company has gotten too big now to consider it a growth stock. But if they can reach MCD gross profit levels then we have a winner"  [@LeadingEdgeTLE](/creator/x/LeadingEdgeTLE) on [X](/post/tweet/1948646737066819825) 2025-07-25 07:29:20 UTC XX followers, XXX engagements "$SHAK spend an average of $2.8M to build a new store. Average Operating Profit per store is $780k. That is a return of XX% on capital deployed. These are my favourite kinds of compounders.Simple and Easy. Not cheap though. At a P/S of X it's less than $MCD but more than $TXRH"  [@LeadingEdgeTLE](/creator/x/LeadingEdgeTLE) on [X](/post/tweet/1945213482556624992) 2025-07-15 20:06:49 UTC XX followers, XX engagements "@realroseceline Google returned $16Bn to shareholders in buybacks and dividends in Q2. That is XX% of turnover and not an insignificant number"  [@LeadingEdgeTLE](/creator/x/LeadingEdgeTLE) on [X](/post/tweet/1948288434134462603) 2025-07-24 07:45:34 UTC XX followers, XX engagements "@ecommerceshares I have a fairly outsized position in $SHAK at the moment. I think it can replicate this kind of success. Small store footprint great product & growing aggressively. Costs $2.5M to build a store with a $750k average return p/a. That is a pretty decent ROCE number"  [@LeadingEdgeTLE](/creator/x/LeadingEdgeTLE) on [X](/post/tweet/1948648830758523319) 2025-07-25 07:37:40 UTC XX followers, XX engagements "@DividendDude_X Surely $HIMS investors knew this was coming It has been talked about for months now"  [@LeadingEdgeTLE](/creator/x/LeadingEdgeTLE) on [X](/post/tweet/1948862209934630982) 2025-07-25 21:45:33 UTC XX followers, XX engagements "@SpencerHakimian Your math is way off here. $F and $GM have to pay XX% on their raw input cost. Toyota has to pay XX% on the customs declared sales price. I think Toyota is worse off here"  [@LeadingEdgeTLE](/creator/x/LeadingEdgeTLE) on [X](/post/tweet/1947999572451906042) 2025-07-23 12:37:44 UTC XX followers, XX engagements "@Spike_1567 @realroseceline When I think of companies to invest in I like to think what I would do with their products. A show which can double up as mask in a horror movie is a solid pass 😀"  [@LeadingEdgeTLE](/creator/x/LeadingEdgeTLE) on [X](/post/tweet/1945384911449231495) 2025-07-16 07:28:01 UTC XX followers, XX engagements "@longoption @realroseceline High dividend payment is a sign of a mature company. That is not a bad thing but it means you have to treat it with a value investing mindset and not a growth investor one"  [@LeadingEdgeTLE](/creator/x/LeadingEdgeTLE) on [X](/post/tweet/1948288699684299011) 2025-07-24 07:46:38 UTC XX followers, XX engagements "@joecarlsonshow @buccocapital Or a company that spent $2.4bn in capex"  [@LeadingEdgeTLE](/creator/x/LeadingEdgeTLE) on [X](/post/tweet/1948292454081262020) 2025-07-24 08:01:33 UTC XX followers, XX engagements "@PronkDaniel That is a bit of a stretched interpretation of the debt don't you think Building data centres with a debt component is prudent. The interest payment is tax deductable and they have $95bn worth of cash or equivalent to settle the debt if needed. I see no issue here"  [@LeadingEdgeTLE](/creator/x/LeadingEdgeTLE) on [X](/post/tweet/1948265918728958019) 2025-07-24 06:16:06 UTC XX followers, XXX engagements
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@LeadingEdgeTLE The Leading Edge
The Leading Edge posts on X about $shak, $tsla, shak, $cmg the most. They currently have XX followers and XX posts still getting attention that total XXX engagements in the last XX hours.
Engagements: XXX #
- X Week XXX -XX%
- X Month XXXXX +136%
Mentions: X #
- X Week XX +20%
- X Month XX +189%
Followers: XX #
- X Week XX no change
- X Month XX +135%
CreatorRank: XXXXXXXXX #
Social Influence #
Social category influence stocks XX% finance XX% automotive brands XX% cryptocurrencies XX% technology brands X%
Social topic influence $shak 15%, $tsla 10%, shak 10%, $cmg 10%, $crox 5%, fsd 5%, tesla 5%, $99 5%, inflation 5%, investment X%
Top accounts mentioned or mentioned by @realroseceline @ecommerceshares @joecarlsonshow @spike1567 @sawyermerritt @tesla @alexavoigt @adamandevs @dividenddudex @spencerhakimian @longoption @buccocapital @pronkdaniel @adam_and_evs @spike_1567
Top assets mentioned Shakita Inu (SHAK) Tesla, Inc. (TSLA) Chipotle Mexican Grill, Inc. (CMG) Crocs, Inc. (CROX) The XX% Community (99) Deckers Outdoor, Corp. (DECK) Skechers U.S.A., Inc. (SKX) McDonald's Corp (MCD) Texas Roadhouse, Inc. (TXRH) Alphabet Inc Class A (GOOGL) Hims & Hers Health, Inc. (HIMS) GM (GM)
Top Social Posts #
Top posts by engagements in the last XX hours
"@realroseceline I love buybacks - much better than dividends from a tax perspective. Only thing to bear in mind is the price the company is paying for its stock. $CROX buying back works well. But if $TSLA was to buy back it would be a complete waste of capital"
@LeadingEdgeTLE on X 2025-07-16 12:24:02 UTC XX followers, XXX engagements
"@SawyerMerritt @Tesla FSD is an experience not a product (yet). People will only spend the $XX a month to try it out. When it has real practical application (one where it can be truly used unsupervised) then the demand for it will change" @LeadingEdgeTLE on X 2025-07-24 05:56:06 UTC XX followers, XX engagements
"Barrons downgrading $SHAK citing inflation as one of the headwinds. I suspect that inflation will be beneficial for fast-casual restaurants like $SHAK or $CMG. Inflation gets compounded in tipping environments which will drive more customers to $SHAK" @LeadingEdgeTLE on X 2025-07-24 11:06:02 UTC XX followers, XX engagements
"@joecarlsonshow The real question here is whether you are going to change your investment view based on ChatGPT's response" @LeadingEdgeTLE on X 2025-07-21 10:08:11 UTC XX followers, XX engagements
"@realroseceline These are my favourite kinds of compounders. Simple easy to understand businesses with a very low global store footprint which means their capital can be put to good use expanding their DTC business. $DECK valuation still seems high though compared to peers (e.g. $SKX $CRX)" @LeadingEdgeTLE on X 2025-07-16 07:25:00 UTC XX followers, XXX engagements
"@Adam_and_EVs I think they will get there. I just personally think they should geofence like Waymo so that they get their certifications in place (and monetize). The risk to $TSLA is if regulations start mandating lidar. They need to get ahead of this. (Still stupidly overvalued though)" @LeadingEdgeTLE on X 2025-07-25 07:48:41 UTC XX followers, XXX engagements
"@ecommerceshares The $CMG story has been one of expansion. But each year they have to roll out a higher number of stores to maintain the growth rate. IMHO the company has gotten too big now to consider it a growth stock. But if they can reach MCD gross profit levels then we have a winner" @LeadingEdgeTLE on X 2025-07-25 07:29:20 UTC XX followers, XXX engagements
"$SHAK spend an average of $2.8M to build a new store. Average Operating Profit per store is $780k. That is a return of XX% on capital deployed. These are my favourite kinds of compounders.Simple and Easy. Not cheap though. At a P/S of X it's less than $MCD but more than $TXRH" @LeadingEdgeTLE on X 2025-07-15 20:06:49 UTC XX followers, XX engagements
"@realroseceline Google returned $16Bn to shareholders in buybacks and dividends in Q2. That is XX% of turnover and not an insignificant number" @LeadingEdgeTLE on X 2025-07-24 07:45:34 UTC XX followers, XX engagements
"@ecommerceshares I have a fairly outsized position in $SHAK at the moment. I think it can replicate this kind of success. Small store footprint great product & growing aggressively. Costs $2.5M to build a store with a $750k average return p/a. That is a pretty decent ROCE number" @LeadingEdgeTLE on X 2025-07-25 07:37:40 UTC XX followers, XX engagements
"@DividendDude_X Surely $HIMS investors knew this was coming It has been talked about for months now" @LeadingEdgeTLE on X 2025-07-25 21:45:33 UTC XX followers, XX engagements
"@SpencerHakimian Your math is way off here. $F and $GM have to pay XX% on their raw input cost. Toyota has to pay XX% on the customs declared sales price. I think Toyota is worse off here" @LeadingEdgeTLE on X 2025-07-23 12:37:44 UTC XX followers, XX engagements
"@Spike_1567 @realroseceline When I think of companies to invest in I like to think what I would do with their products. A show which can double up as mask in a horror movie is a solid pass 😀" @LeadingEdgeTLE on X 2025-07-16 07:28:01 UTC XX followers, XX engagements
"@longoption @realroseceline High dividend payment is a sign of a mature company. That is not a bad thing but it means you have to treat it with a value investing mindset and not a growth investor one" @LeadingEdgeTLE on X 2025-07-24 07:46:38 UTC XX followers, XX engagements
"@joecarlsonshow @buccocapital Or a company that spent $2.4bn in capex" @LeadingEdgeTLE on X 2025-07-24 08:01:33 UTC XX followers, XX engagements
"@PronkDaniel That is a bit of a stretched interpretation of the debt don't you think Building data centres with a debt component is prudent. The interest payment is tax deductable and they have $95bn worth of cash or equivalent to settle the debt if needed. I see no issue here" @LeadingEdgeTLE on X 2025-07-24 06:16:06 UTC XX followers, XXX engagements