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# ![@MWG_Jamie Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1169372394433273856.png) @MWG_Jamie Jamie Murray

Jamie Murray posts on X about investment, $atzto, canada, upside the most. They currently have XXXXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.

### Engagements: XXX [#](/creator/twitter::1169372394433273856/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1169372394433273856/c:line/m:interactions.svg)

- X Week XXXXX +4.40%
- X Month XXXXXX -XX%
- X Months XXXXXXX +73%
- X Year XXXXXXX +111%

### Mentions: X [#](/creator/twitter::1169372394433273856/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1169372394433273856/c:line/m:posts_active.svg)

- X Week X -XX%
- X Month XX -XX%
- X Months XXX +53%
- X Year XXX +39%

### Followers: XXXXX [#](/creator/twitter::1169372394433273856/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1169372394433273856/c:line/m:followers.svg)

- X Week XXXXX +0.04%
- X Month XXXXX +0.83%
- X Months XXXXX +13%
- X Year XXXXX +21%

### CreatorRank: XXXXXXXXX [#](/creator/twitter::1169372394433273856/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1169372394433273856/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1169372394433273856/influence)
---

**Social category influence**
[stocks](/list/stocks)  XXXXX% [technology brands](/list/technology-brands)  XXXX% [finance](/list/finance)  XXXX% [currencies](/list/currencies)  XXXX% [countries](/list/countries)  XXXX% [luxury brands](/list/luxury-brands)  XXXX% [fashion brands](/list/fashion-brands)  XXXX%

**Social topic influence**
[investment](/topic/investment) 3.03%, [$atzto](/topic/$atzto) 3.03%, [canada](/topic/canada) 3.03%, [upside](/topic/upside) 3.03%, [q2](/topic/q2) 3.03%, [black friday](/topic/black-friday) 3.03%, [$ccoi](/topic/$ccoi) 3.03%, [$dave](/topic/$dave) 3.03%, [inference](/topic/inference) 3.03%, [$lvmuy](/topic/$lvmuy) XXXX%

**Top accounts mentioned or mentioned by**
[@landryluc4](/creator/undefined) [@valuenotdeadyet](/creator/undefined) [@deepvalueco](/creator/undefined) [@nuggetcapital](/creator/undefined) [@bnnbloomberg](/creator/undefined) [@mwgjamie](/creator/undefined) [@baystreetamber](/creator/undefined) [@sidecarcap](/creator/undefined) [@realsallukhan](/creator/undefined) [@liad_benshimon](/creator/undefined) [@bhar8670](/creator/undefined) [@trend_bullish](/creator/undefined) [@greentardscycle](/creator/undefined) [@justlarcheveq](/creator/undefined) [@lotontario](/creator/undefined) [@parrafincontrol](/creator/undefined)

**Top assets mentioned**
[Cogent Communications Holdings, Inc. (CCOI)](/topic/$ccoi) [Dave Inc. Class A Common Stock (DAVE)](/topic/$dave) [Metadium (META)](/topic/$meta) [Nu Holdings Ltd. (NU)](/topic/nu-holdings) [NuCypher (NU)](/topic/$nu) [AstraZeneca PLC (AZN)](/topic/$azn) [Starbucks Corporation (SBUX)](/topic/$sbux) [Salesforce Inc (CRM)](/topic/salesforce) [Artificial Intelligence (AI4)](/topic/$ai4) [Microsoft Corp. (MSFT)](/topic/microsoft)
### Top Social Posts [#](/creator/twitter::1169372394433273856/posts)
---
Top posts by engagements in the last XX hours

"Some thoughts (opinions not investment advice) on $ATZ.TO post Q2. X. Oh Canada Yes the US shoots the lights out with XX% growth yoy but Canada was the upside surprise this Q. Aritzia sold as much per boutique in Q2 as they did in Q3 (Black Friday) last year. X. $ATZ.TO beat midpoint of guide by X% this Q. Average for past two years is closer to 5%. X. Company is operating on a new level (larger stores better marketing) with more to come (app international). Very clean quarter from a margin perspective too which bodes well despite tariff challenges. X. Stock needs to 'comp the comp' this Q4"  
[X Link](https://x.com/MWG_Jamie/status/1978147009845440627) [@MWG_Jamie](/creator/x/MWG_Jamie) 2025-10-14T17:12Z 2664 followers, 2230 engagements


"A good thread (and comment section) highlighting where $CCOI went wrong. I think on the waves business just because it hasnt worked doesnt mean it wont work. Those in industry Ive talked to agree this is the best wavelength asset in the market. Datacenters should have a bid at some level. There is a need for power and as models get smaller and more specific inference doesnt require massive DCs. On leverage maybe mgmt thought it would imbue confidence but came off tone deaf to market with wacky calculation and share buyback. Doesnt sound like as of mid q3 issues are improving but fall into"  
[X Link](https://x.com/MWG_Jamie/status/1954185581233135688) [@MWG_Jamie](/creator/x/MWG_Jamie) 2025-08-09T14:18Z 2664 followers, 2712 engagements


"$LVMUY beats across the board"  
[X Link](https://x.com/MWG_Jamie/status/1978126521249206645) [@MWG_Jamie](/creator/x/MWG_Jamie) 2025-10-14T15:51Z 2663 followers, 1160 engagements


"$PPL.TO $META Kineticor close to announcing large datacenter - Pembina stock up 5%"  
[X Link](https://x.com/MWG_Jamie/status/1974176887749705949) [@MWG_Jamie](/creator/x/MWG_Jamie) 2025-10-03T18:17Z 2664 followers, 11.8K engagements


"$KER.PA is a deep value play in luxury. Gucci taking right steps by replacing lead designer. Margin recovery story back to XX% and P/E recovery back into 20s. Could be Eur$350 stock"  
[X Link](https://x.com/MWG_Jamie/status/1894729718370357273) [@MWG_Jamie](/creator/x/MWG_Jamie) 2025-02-26T12:42Z 2664 followers, 1219 engagements


"A brief write-up on our newest position by our summer analyst Ty $NU"  
[X Link](https://x.com/MWG_Jamie/status/1962869074733482299) [@MWG_Jamie](/creator/x/MWG_Jamie) 2025-09-02T13:23Z 2664 followers, 2099 engagements


"$AZN great results for Enhertu Enhertu reduced the risk of disease recurrence or death by XX% vs. T-DM1 in patients with high-risk HER2-positive early breast cancer following neoadjuvant therapy in DESTINY-Breast05 Phase III trial"  
[X Link](https://x.com/MWG_Jamie/status/1979574994121175066) [@MWG_Jamie](/creator/x/MWG_Jamie) 2025-10-18T15:47Z 2664 followers, XXX engagements


"This quote is being way overblown. Sounds like its from Salesforce event and mostly related to app personalization barista chatbot for employee manuals new order algo which has been discussed for X months. $SBUX"  
[X Link](https://x.com/MWG_Jamie/status/1979906692331503953) [@MWG_Jamie](/creator/x/MWG_Jamie) 2025-10-19T13:45Z 2664 followers, 1309 engagements


"$MSFT estimates look too low. I know AI capex is less productive but considering A) MSFT focus on inference & B) Short capacity and offloading work - consensus implies a further deterioration in Capex productivity into 2026 and beyond. On one hand AI capex is table stakes and returns seem lower in early days as evidenced by the deteriorating trend and more capex heavy business. Revenue from datacenter capex is more lagged and these are long life assets. On the other hand $MSFT is short compute and is likely keeping its best business internal. Ramp up from low utilization in 2023/2024 makes"  
[X Link](https://x.com/MWG_Jamie/status/1979994208325849514) [@MWG_Jamie](/creator/x/MWG_Jamie) 2025-10-19T19:33Z 2664 followers, XXX engagements


"@deepvalueco"  
[X Link](https://x.com/MWG_Jamie/status/1980336666142470163) [@MWG_Jamie](/creator/x/MWG_Jamie) 2025-10-20T18:13Z 2664 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.]

@MWG_Jamie Avatar @MWG_Jamie Jamie Murray

Jamie Murray posts on X about investment, $atzto, canada, upside the most. They currently have XXXXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.

Engagements: XXX #

Engagements Line Chart

  • X Week XXXXX +4.40%
  • X Month XXXXXX -XX%
  • X Months XXXXXXX +73%
  • X Year XXXXXXX +111%

Mentions: X #

Mentions Line Chart

  • X Week X -XX%
  • X Month XX -XX%
  • X Months XXX +53%
  • X Year XXX +39%

Followers: XXXXX #

Followers Line Chart

  • X Week XXXXX +0.04%
  • X Month XXXXX +0.83%
  • X Months XXXXX +13%
  • X Year XXXXX +21%

CreatorRank: XXXXXXXXX #

CreatorRank Line Chart

Social Influence #


Social category influence stocks XXXXX% technology brands XXXX% finance XXXX% currencies XXXX% countries XXXX% luxury brands XXXX% fashion brands XXXX%

Social topic influence investment 3.03%, $atzto 3.03%, canada 3.03%, upside 3.03%, q2 3.03%, black friday 3.03%, $ccoi 3.03%, $dave 3.03%, inference 3.03%, $lvmuy XXXX%

Top accounts mentioned or mentioned by @landryluc4 @valuenotdeadyet @deepvalueco @nuggetcapital @bnnbloomberg @mwgjamie @baystreetamber @sidecarcap @realsallukhan @liad_benshimon @bhar8670 @trend_bullish @greentardscycle @justlarcheveq @lotontario @parrafincontrol

Top assets mentioned Cogent Communications Holdings, Inc. (CCOI) Dave Inc. Class A Common Stock (DAVE) Metadium (META) Nu Holdings Ltd. (NU) NuCypher (NU) AstraZeneca PLC (AZN) Starbucks Corporation (SBUX) Salesforce Inc (CRM) Artificial Intelligence (AI4) Microsoft Corp. (MSFT)

Top Social Posts #


Top posts by engagements in the last XX hours

"Some thoughts (opinions not investment advice) on $ATZ.TO post Q2. X. Oh Canada Yes the US shoots the lights out with XX% growth yoy but Canada was the upside surprise this Q. Aritzia sold as much per boutique in Q2 as they did in Q3 (Black Friday) last year. X. $ATZ.TO beat midpoint of guide by X% this Q. Average for past two years is closer to 5%. X. Company is operating on a new level (larger stores better marketing) with more to come (app international). Very clean quarter from a margin perspective too which bodes well despite tariff challenges. X. Stock needs to 'comp the comp' this Q4"
X Link @MWG_Jamie 2025-10-14T17:12Z 2664 followers, 2230 engagements

"A good thread (and comment section) highlighting where $CCOI went wrong. I think on the waves business just because it hasnt worked doesnt mean it wont work. Those in industry Ive talked to agree this is the best wavelength asset in the market. Datacenters should have a bid at some level. There is a need for power and as models get smaller and more specific inference doesnt require massive DCs. On leverage maybe mgmt thought it would imbue confidence but came off tone deaf to market with wacky calculation and share buyback. Doesnt sound like as of mid q3 issues are improving but fall into"
X Link @MWG_Jamie 2025-08-09T14:18Z 2664 followers, 2712 engagements

"$LVMUY beats across the board"
X Link @MWG_Jamie 2025-10-14T15:51Z 2663 followers, 1160 engagements

"$PPL.TO $META Kineticor close to announcing large datacenter - Pembina stock up 5%"
X Link @MWG_Jamie 2025-10-03T18:17Z 2664 followers, 11.8K engagements

"$KER.PA is a deep value play in luxury. Gucci taking right steps by replacing lead designer. Margin recovery story back to XX% and P/E recovery back into 20s. Could be Eur$350 stock"
X Link @MWG_Jamie 2025-02-26T12:42Z 2664 followers, 1219 engagements

"A brief write-up on our newest position by our summer analyst Ty $NU"
X Link @MWG_Jamie 2025-09-02T13:23Z 2664 followers, 2099 engagements

"$AZN great results for Enhertu Enhertu reduced the risk of disease recurrence or death by XX% vs. T-DM1 in patients with high-risk HER2-positive early breast cancer following neoadjuvant therapy in DESTINY-Breast05 Phase III trial"
X Link @MWG_Jamie 2025-10-18T15:47Z 2664 followers, XXX engagements

"This quote is being way overblown. Sounds like its from Salesforce event and mostly related to app personalization barista chatbot for employee manuals new order algo which has been discussed for X months. $SBUX"
X Link @MWG_Jamie 2025-10-19T13:45Z 2664 followers, 1309 engagements

"$MSFT estimates look too low. I know AI capex is less productive but considering A) MSFT focus on inference & B) Short capacity and offloading work - consensus implies a further deterioration in Capex productivity into 2026 and beyond. On one hand AI capex is table stakes and returns seem lower in early days as evidenced by the deteriorating trend and more capex heavy business. Revenue from datacenter capex is more lagged and these are long life assets. On the other hand $MSFT is short compute and is likely keeping its best business internal. Ramp up from low utilization in 2023/2024 makes"
X Link @MWG_Jamie 2025-10-19T19:33Z 2664 followers, XXX engagements

"@deepvalueco"
X Link @MWG_Jamie 2025-10-20T18:13Z 2664 followers, XXX engagements

@MWG_Jamie
/creator/twitter::MWG_Jamie