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# ![@MinotaurStocks Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::778867330633740288.png) @MinotaurStocks The Minotaur

The Minotaur posts on X about $cvna, $ttd, $kmx, $allt the most. They currently have XXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.

### Engagements: XXX [#](/creator/twitter::778867330633740288/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::778867330633740288/c:line/m:interactions.svg)

- X Week XXXXX +15%
- X Month XXXXXX +13%
- X Months XXXXXXX -XX%

### Mentions: XX [#](/creator/twitter::778867330633740288/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::778867330633740288/c:line/m:posts_active.svg)

- X Week XX -XXXX%
- X Month XX +79%
- X Months XXX +4.60%

### Followers: XXX [#](/creator/twitter::778867330633740288/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::778867330633740288/c:line/m:followers.svg)

- X Week XXX +2%
- X Month XXX +5.70%
- X Months XXX +56%

### CreatorRank: XXXXXXXXX [#](/creator/twitter::778867330633740288/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::778867330633740288/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::778867330633740288/influence)
---

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

**Social topic influence**
[$cvna](/topic/$cvna) #172, [$ttd](/topic/$ttd) #36, [$kmx](/topic/$kmx) #2, [$allt](/topic/$allt) 3.53%, [$amzn](/topic/$amzn) 3.53%, [abs](/topic/abs) 3.53%, [$ally](/topic/$ally) 3.53%, [$cmtl](/topic/$cmtl) 2.35%, [$goog](/topic/$goog) 2.35%, [$vz](/topic/$vz) XXXX%

**Top accounts mentioned or mentioned by**
[@6df4e6d9972a44f](/creator/undefined) [@jdonovan42](/creator/undefined) [@unicusresearch](/creator/undefined) [@punchcard20](/creator/undefined) [@bigleifs](/creator/undefined) [@investspecial](/creator/undefined) [@njcmlab](/creator/undefined) [@realjimchanos](/creator/undefined) [@ozarcturus88](/creator/undefined) [@jaysyoon](/creator/undefined) [@1maincapital](/creator/undefined) [@1adoy](/creator/undefined) [@17thfellow](/creator/undefined) [@recurvecapital](/creator/undefined) [@tmtlongshort](/creator/undefined) [@silbergleitjr](/creator/undefined) [@cdmcapital](/creator/undefined) [@indrastocks](/creator/undefined) [@adamheimlich](/creator/undefined) [@hatesadtechs](/creator/undefined)

**Top assets mentioned**
[Carvana Co. (CVNA)](/topic/$cvna) [Trade Desk, Inc. (TTD)](/topic/$ttd) [CarMax, Inc (KMX)](/topic/$kmx) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Ally Financial, Inc. (ALLY)](/topic/$ally) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Verizon Communications Inc. (VZ)](/topic/$vz) [Hundred Million (100M)](/topic/$100m) [Magnite, Inc. Common Stock (MGNI)](/topic/$mgni) [CNA Financial, Corp. (CNA)](/topic/$cna) [OKZOO (AIOT)](/topic/$aiot) [Trimble Inc (TRMB)](/topic/$trmb) [Hertz Network (HTZ)](/topic/$htz) [Apollo Global Management, Inc. (APO)](/topic/$apo) [Axon Enterprise, Inc. (AXON)](/topic/$axon) [TERADATA CORPORATION (TDC)](/topic/$tdc) [Snowflake, Inc. (SNOW)](/topic/$snow)
### Top Social Posts [#](/creator/twitter::778867330633740288/posts)
---
Top posts by engagements in the last XX hours

"@bigleifs @InvestSpecial Kuiper is still in early early innings so best guess there is significant revenue upside ahead for both $CMTL and $GILT now that the satellite launches have accelerated (ground stations to follow). Possibly tens of millions up to $100m / year depending on vendor share"  
[X Link](https://x.com/MinotaurStocks/status/1977642505836671406) [@MinotaurStocks](/creator/x/MinotaurStocks) 2025-10-13T07:48Z XXX followers, XXX engagements


"$VZ's new CEO Dan Schulman brings extensive digital services networking and consumer cybersecurity experience. His background is a great fit for expanding $VZ's network native cybersecurity partnership with $ALLT into additional markets like consumer fixed / mobile"  
[X Link](https://x.com/MinotaurStocks/status/1975209476660830567) [@MinotaurStocks](/creator/x/MinotaurStocks) 2025-10-06T14:40Z XXX followers, 1334 engagements


"@CDMCapital @IndraStocks Invoking 2022 in defense of $CVNA"  
[X Link](https://x.com/MinotaurStocks/status/1978513936665194886) [@MinotaurStocks](/creator/x/MinotaurStocks) 2025-10-15T17:30Z XXX followers, XXX engagements


"Interesting that $TTD's head of product has invoked the term "Trade Desk Derangement Syndrome" to refer to those distrustful of OpenAds. After shipping Kokai it's not the best look. And probably not a great sign of early acceptance"  
[X Link](https://x.com/MinotaurStocks/status/1978605177516253223) [@MinotaurStocks](/creator/x/MinotaurStocks) 2025-10-15T23:33Z XXX followers, XXX engagements


"$TTD $MGNI $PUBM high drama at the prebid summit. Nice piece from AdExchanger recapping the event. Notably $AMZN and (and post DOJ maybe even $GOOG) are embracing Prebid at same time as Trade Desk is forking it"  
[X Link](https://x.com/MinotaurStocks/status/1978870332284113247) [@MinotaurStocks](/creator/x/MinotaurStocks) 2025-10-16T17:07Z XXX followers, XXX engagements


"$TTD has made some big announcements lately with OpenAds and Audience Unlimited.but it is harder to bet on Jeff Green's execution post-Kokai. This excerpt from the Amended class action Complaint is far from the most damaging but sheds some light on the corporate governance"  
[X Link](https://x.com/MinotaurStocks/status/1977207203208872282) [@MinotaurStocks](/creator/x/MinotaurStocks) 2025-10-12T02:58Z XXX followers, 1302 engagements


"We really enjoyed @adamheimlich and @HatesAdtech's Friday interview of JG. One great question: "why not launch OpenAds with publisher partners lined up" Jeff said they are in "show me" mode esssentially. Next week's Prebid summit should be interesting and pivotal for $TTD"  
[X Link](https://x.com/MinotaurStocks/status/1977207205297635363) [@MinotaurStocks](/creator/x/MinotaurStocks) 2025-10-12T02:58Z XXX followers, XXX engagements


"$TTD - Desperate times call for desperate measures Sure feels that way for now"  
[X Link](https://x.com/MinotaurStocks/status/1978305022820597985) [@MinotaurStocks](/creator/x/MinotaurStocks) 2025-10-15T03:40Z XXX followers, 2906 engagements


"$CVNA's auditors received a data file containing a mere X% of the total receivables for its 2024 P4 issuance (1354 out of 25122). $KMX typically turns over XX - XX% of the pool at the cutoff date for their ABS audits. @UnicusResearch @RealJimChanos @silberschmelzer"  
[X Link](https://x.com/MinotaurStocks/status/1979263212618211458) [@MinotaurStocks](/creator/x/MinotaurStocks) 2025-10-17T19:08Z XXX followers, XXX engagements


"I stand corrected - it makes sense auditor and company wouldnt put the full sample file out there; $ALLY $CNA"  
[X Link](https://x.com/MinotaurStocks/status/1978944497645162909) [@MinotaurStocks](/creator/x/MinotaurStocks) 2025-10-16T22:01Z XXX followers, XXX engagements


"Solid FQ1 and nice pipeline metrics for $AIOT amidst a turbulent macro. Raise low end of revenue guide and maintain EBITDA. Now trading at 2x EV/R and 6X forward EBITDA with elevated SI of 13%. Could be a mini $TRMB in the making and tough to see what bears play for here"  
[X Link](https://x.com/MinotaurStocks/status/1954881503844012099) [@MinotaurStocks](/creator/x/MinotaurStocks) 2025-08-11T12:24Z XXX followers, 2073 engagements


"We believe a new inflection point has arrived for $ALLT. Since hiking prices on legacy business plans on 9/1 $VZ has been aggressively pushing My Biz Plan to the base including with messaging that highlights its bundled mobile security which is powered by $ALLT"  
[X Link](https://x.com/MinotaurStocks/status/1967739629031002435) [@MinotaurStocks](/creator/x/MinotaurStocks) 2025-09-15T23:57Z XXX followers, XXX engagements


"$CVNA bulls might not worry about Tricolor or First Brands $KMX earnings $AMZN and $HTZ competition deteriorating ABS markets EV subsidy expiration or the SEC investigation. But this Jefferies upgrade now that should be worrisome"  
[X Link](https://x.com/MinotaurStocks/status/1973293600093118915) [@MinotaurStocks](/creator/x/MinotaurStocks) 2025-10-01T07:47Z XXX followers, 4119 engagements


"@JulianKlymochko @Roshan_Gudapati Market on $APO should be a pretty savvy crowd no So maybe First Brands was a hedge but their troubled long exposure dwarfs size of the short profits Just pulled up the chart though down XX% in X weeks is something"  
[X Link](https://x.com/MinotaurStocks/status/1974583088694153347) [@MinotaurStocks](/creator/x/MinotaurStocks) 2025-10-04T21:11Z XXX followers, XXX engagements


"@InvestSpecial The strategic value of Satcom / A&D plays like $CMTL is only growing = likely PE interest. Turnaround is progressing and latest XXX biz comp = Prepared AI ( $AXON buy for 20x ARR). Kuiper / mPower / DOD projects can ramp for real revenue in 2026 for S&S"  
[X Link](https://x.com/MinotaurStocks/status/1977147094092988657) [@MinotaurStocks](/creator/x/MinotaurStocks) 2025-10-11T22:59Z XXX followers, XXX engagements


"@jdonovan42 I don't think dropped completely but share loss in '26 is very likely.and this is a big client for $TTD. I think it also just goes to show that the AI capabilities $GOOG and $AMZN (and OAI) can bring to bear leveraging technical resources / datasets is formidable competition"  
[X Link](https://x.com/MinotaurStocks/status/1978534120146846102) [@MinotaurStocks](/creator/x/MinotaurStocks) 2025-10-15T18:51Z XXX followers, XXX engagements


"@jdonovan42 Yeah I don't think it looks good - but of course could be wrong. I am rooting for you despite being on the opposite side if that makes any sense. The market is a brutal teacher to us all at points"  
[X Link](https://x.com/MinotaurStocks/status/1978539699682644344) [@MinotaurStocks](/creator/x/MinotaurStocks) 2025-10-15T19:13Z XXX followers, XX engagements


"Very interesting re: $CVNA and $ALLY. Bridgecrest also forced to retain the whole Class E on latest issuance (@SequentialAmort where was your bid for that big beautiful bond)"  
[X Link](https://x.com/MinotaurStocks/status/1978586075028140190) [@MinotaurStocks](/creator/x/MinotaurStocks) 2025-10-15T22:17Z XXX followers, XXX engagements


"Sure but the selling point of this partnership is really around using AI to accelerate WPP's marketing / advertising initiatives not just using Google Cloud for IAAS. Share shift is rumored to be occurring to DV360 back from TTD and GOOG is rumored to be cutting DSP pricing for agencies. Just a reminder that the scaled platforms like AMZN and GOOG have many different advantages to rely on when competing with TTD which is why it was so critical for TTD to keep the workflow lock-in with its buyers that it has since estranged with Kokai"  
[X Link](https://x.com/MinotaurStocks/status/1978868052168216834) [@MinotaurStocks](/creator/x/MinotaurStocks) 2025-10-16T16:58Z XXX followers, XX engagements


"In his note today reaffirming his outperform rating adn $XX PT on $ALLT Nehal Chokshi is the first sell sider to mention the breakout RPO (DNI backlog) metric provided by the company on 9/30. Given the T1 EMEA order in July this metric is likely near all-time highs today"  
[X Link](https://x.com/MinotaurStocks/status/1978888925554086380) [@MinotaurStocks](/creator/x/MinotaurStocks) 2025-10-16T18:21Z XXX followers, XXX engagements


"Nehal also highlights that $VZ business app installs have increased steadily since the $ALLT-secured My Biz Plan launched in April and notes that new Verizon CEO Dan Schulman brings extensive experience in cybersecurity that could see him step on the gas further with Allot"  
[X Link](https://x.com/MinotaurStocks/status/1978888927692911049) [@MinotaurStocks](/creator/x/MinotaurStocks) 2025-10-16T18:21Z XXX followers, XXX engagements


"@blue_chip1 The company provided datafile provided to the auditor also looks thin vs. $KMX and $ALLY. XX% sample vs. XX% at $KMX as of cut off date. Been spending more time than I ever wanted to looking through these ABS 15-Gs"  
[X Link](https://x.com/MinotaurStocks/status/1979024669551313248) [@MinotaurStocks](/creator/x/MinotaurStocks) 2025-10-17T03:20Z XXX followers, XX engagements


"$TDC strong on real volume today as their @Teradata Possible user conference begins. A return to sustainable ARR growth combined with increased operating leverage in 2026 would usher in a rerating. We believe Lynrock's 13-D filing has increased odds of success here"  
[X Link](https://x.com/MinotaurStocks/status/1975278283697872970) [@MinotaurStocks](/creator/x/MinotaurStocks) 2025-10-06T19:13Z XXX followers, XXX engagements


"@aj_oommen $KMX provided everything to the auditor through a cutoff date ended up being 48k / 58k. So the $CVNA sample indeed looks small at XX% of the total:"  
[X Link](https://x.com/MinotaurStocks/status/1979013230543405230) [@MinotaurStocks](/creator/x/MinotaurStocks) 2025-10-17T02:34Z XXX followers, XXX engagements


"@UnicusResearch $CVNA doesn't include the VIN in the AUP"  
[X Link](https://x.com/MinotaurStocks/status/1979264748492591554) [@MinotaurStocks](/creator/x/MinotaurStocks) 2025-10-17T19:14Z XXX followers, XXX engagements


"@jdonovan42 @DataBeat_AdTech @Adtechfather All good points. Food for thought over the weekend"  
[X Link](https://x.com/MinotaurStocks/status/1979322561977815507) [@MinotaurStocks](/creator/x/MinotaurStocks) 2025-10-17T23:04Z XXX followers, XX engagements