# ![@PD13158196 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1267267556370534401.png) @PD13158196 Reg. BS

Reg. BS posts on X about $wgo, $patk, $tho, $coco the most. They currently have [-----] followers and [---] posts still getting attention that total [--] engagements in the last [--] hours.

### Engagements: [--] [#](/creator/twitter::1267267556370534401/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1267267556370534401/c:line/m:interactions.svg)

- [--] Week [-----] +13,088%
- [--] Month [-----] +101%
- [--] Months [-------] -74%
- [--] Year [-------] -22%

### Mentions: [--] [#](/creator/twitter::1267267556370534401/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1267267556370534401/c:line/m:posts_active.svg)

- [--] Week [--] no change
- [--] Month [--] -21%
- [--] Months [---] -24%
- [--] Year [---] -33%

### Followers: [-----] [#](/creator/twitter::1267267556370534401/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1267267556370534401/c:line/m:followers.svg)

- [--] Week [-----] -0.05%
- [--] Month [-----] +0.18%
- [--] Months [-----] +4%
- [--] Year [-----] +9.90%

### CreatorRank: [-------] [#](/creator/twitter::1267267556370534401/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1267267556370534401/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  55.14% [finance](/list/finance)  33.64% [cryptocurrencies](/list/cryptocurrencies)  29.91% [technology brands](/list/technology-brands)  14.02% [countries](/list/countries)  11.21% [automotive brands](/list/automotive-brands)  5.61% [social networks](/list/social-networks)  3.74% [luxury brands](/list/luxury-brands)  1.87% [fashion brands](/list/fashion-brands)  1.87% [events](/list/events)  0.93%

**Social topic influence**
[$wgo](/topic/$wgo) 14.95%, [$patk](/topic/$patk) 14.95%, [$tho](/topic/$tho) 10.28%, [$coco](/topic/$coco) 9.35%, [$duol](/topic/$duol) 9.35%, [$pool](/topic/$pool) 9.35%, [$mbuu](/topic/$mbuu) 8.41%, [$hayw](/topic/$hayw) 7.48%, [$bc](/topic/$bc) 7.48%, [tariffs](/topic/tariffs) 7.48%

**Top accounts mentioned or mentioned by**
[@vitacoco](/creator/undefined) [@winnebagorvs](/creator/undefined) [@duolingo](/creator/undefined) [@mariocibelli](/creator/undefined) [@secgov](/creator/undefined) [@ilmakiage](/creator/undefined) [@spoiledchildnyc](/creator/undefined) [@davebanking](/creator/undefined) [@c2ococonutwater](/creator/undefined) [@shazam](/creator/undefined) [@lennart54613183](/creator/undefined) [@siteonesupply](/creator/undefined) [@poolcorp](/creator/undefined) [@cava](/creator/undefined) [@haywardpool](/creator/undefined) [@brunswickcorp](/creator/undefined) [@polarisorv](/creator/undefined) [@ftc](/creator/undefined) [@bbbus](/creator/undefined) [@elfcosmetics](/creator/undefined)

**Top assets mentioned**
[Patrick Industries Inc (PATK)](/topic/$patk) [Thor Industries, Inc. (THO)](/topic/$tho) [COCOCOIN (COCO)](/topic/$coco) [Duolingo, Inc.  (DUOL)](/topic/$duol) [PoolTogether (POOL)](/topic/$pool) [Hayward Holdings, Inc. (HAYW)](/topic/$hayw) [Brunswick Corporation (BC)](/topic/$bc) [Remitly Global, Inc. (RELY)](/topic/$rely) [SiteOne Landscape Supply, Inc. (SITE)](/topic/$site) [Polaris Inc. (PII)](/topic/$pii) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Pentair PLC (PNR)](/topic/$pnr) [Harley-Davidson, Inc. (HOG)](/topic/$hog) [LCI Industries (LCII)](/topic/$lcii) [aelf (ELF)](/topic/$elf) [Western Union Co (WU)](/topic/$wu) [Magnite, Inc. Common Stock (MGNI)](/topic/$mgni) [Walmart, Inc. (WMT)](/topic/$wmt) [Leslie's, Inc. (LESL)](/topic/$lesl) [ODDITY Tech Ltd (ODD)](/topic/$odd) [Camping World Holdings, Inc. (CWH)](/topic/$cwh) [REV Group, Inc. (REVG)](/topic/$revg) [Dave Inc. (DAVE)](/topic/$dave) [Euronet Worldwide Inc (EEFT)](/topic/$eeft) [Costco Hot Dog (COST)](/topic/$cost) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Target Corporation (TGT)](/topic/$tgt) [NVIDIA Corp. (NVDA)](/topic/$nvda) [AutoNation, Inc. (AN)](/topic/$an) [Lithia Motors, Inc. (LAD)](/topic/$lad) [Group [--] Automotive, Inc. (GPI)](/topic/$gpi) [CarMax, Inc (KMX)](/topic/$kmx) [CAVA Group, Inc. (CAVA)](/topic/$cava) [First Watch Restaurant Group, Inc. (FWRG)](/topic/$fwrg) [Wall Street Memes (WSM)](/topic/$wsm) [RH (RH)](/topic/$rh) [Best Buy Co Inc (BBY)](/topic/$bby) [Signet Jewelers Limited (SIG)](/topic/$sig) [Onewater Marine, Inc. (ONEW)](/topic/$onew) [Credit Acceptance Corp (CACC)](/topic/$cacc) [BRP Inc. Common Subordinate Voting Shares (DOOO)](/topic/$dooo) [MercadoLibre Inc (MELI)](/topic/$meli) [Ulta Beauty Inc (ULTA)](/topic/$ulta) [PubMatic, Inc. (PUBM)](/topic/$pubm) [Apple, Inc. (AAPL)](/topic/$aapl) [Metadium (META)](/topic/$meta) [Ibotta, Inc. (IBTA)](/topic/$ibta) [Kroger Co (KR)](/topic/$kr) [Maplebear Inc. (CART)](/topic/$cart) [Cricut, Inc. (CRCT)](/topic/$crct) [Home Depot, Inc. (HD)](/topic/$hd)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$RELY and it just keeps falling and falling Where are all the $RELY cheerleaders If a company is hardly profitable trades at a premium and growth plummets from 35% to 24% = Multiple Contraction This one in particular was one of the most obvious train wrecks waiting to happen but few believed me. https://t.co/V6rMCK3xXE Where are all the $RELY cheerleaders If a company is hardly profitable trades at a premium and growth plummets from 35% to 24% = Multiple Contraction This one in particular was one of the most obvious train wrecks waiting to happen but few believed me. https://t.co/V6rMCK3xXE"  
[X Link](https://x.com/anyuser/status/1986469444718338436)  2025-11-06T16:23Z [----] followers, [----] engagements


"$COCO The ENTIRE PUMP and then some has been erased It looks like Insiders PUMPED now are DUMPING And has now left the stock technically broken @SECGov @FINRA encourage you to look at the massive @VitaCoco pump & dump bet you it lands you with VERLINVEST $COCO really really needed this Had massively reloaded Oct Jan & April $30 PUTS Got some of the Oct $30 for as low as $80 as or now they are $180 https://t.co/bwAqnXd5QU $COCO really really needed this Had massively reloaded Oct Jan & April $30 PUTS Got some of the Oct $30 for as low as $80 as or now they are $180 https://t.co/bwAqnXd5QU"  
[X Link](https://x.com/PD13158196/status/1702410145546817882)  2023-09-14T19:53Z [----] followers, 10.5K engagements


"$FCUV Congratulations to IRVIN KAU as he was just promoted to FOCUS UNIVERSALS CFO POSITION (Adding a solid snippet of Irvins business acumen & presentation skills) https://ir.focusuniversal.com/news-events/press-releases/detail/35/focus-universal-announces-growth-changes-in-executive-titles https://ir.focusuniversal.com/news-events/press-releases/detail/35/focus-universal-announces-growth-changes-in-executive-titles"  
[X Link](https://x.com/PD13158196/status/1593611436281851904)  2022-11-18T14:25Z [----] followers, [--] engagements


"@Post_Market You need to look at $COCO (Vita Coco) their last print was a disaster. During the call traded under $7.50 yet VERLINVEST (PE Co. majority owner prob saved them) when the mkt opened it regained all loses & added another 21%. Since its print up over 50%. Overall just a bad co"  
[X Link](https://x.com/PD13158196/status/1595553584908800000)  2022-11-23T23:03Z [----] followers, [--] engagements


"$DUOL Pump Wont Last $GOOGL just introduced real time translation video This is just the beginning Next and just in a few weeks $AAPL will also introduce AirPod real time translation during WWDC $META $AMZN & TikTok also have or working on second language solutions Google introduces real time translation for video calls https://t.co/VRcHbiwHit Google introduces real time translation for video calls https://t.co/VRcHbiwHit"  
[X Link](https://x.com/anyuser/status/1925181728689209523)  2025-05-21T13:27Z [----] followers, [----] engagements


"$IBTA Dead Stock Walking @Ibotta moat was always borrowed. All the value lives within data they dont own or control - SKU-level data - Loyalty identity - Point of sale And now customers have created their own platforms $WMT Luminate $TGT Roundel $KR [-----] $CART Ads"  
[X Link](https://x.com/anyuser/status/1988727245998080344)  2025-11-12T21:54Z [----] followers, [----] engagements


"@amywumartin @duolingo Its not really about translation its about the huge difference between being an A.I. NATIVE Co vs an A.I. FIRST Co (which just a marketing gimmick) Translation is just one of the many tools A.I. Native Co. will use to pick apart $DUOL who will become as relevant as @Shazam"  
[X Link](https://x.com/anyuser/status/1988733279051427887)  2025-11-12T22:18Z [----] followers, [----] engagements


"$CRTC has also missed on earnings for the last [--] qtrs in a row. Last print 05/09 was particularly awful (reported lower than expected topline margins & declining consumer engagement) Theres so MUCH MORE to the $CRCT flawed & slowing business & growth story which will come out"  
[X Link](https://x.com/PD13158196/status/1672258392340017316)  2023-06-23T15:00Z [----] followers, [---] engagements


"$SITE SiteOne Landscaping Supplies Similar to $POOL another home improvement stock which surged during Covid (Pull-Fwd & then some) [--]. Trades; huge premium vs $HD or $LOW [--]. YTD +40% vs $HD -1% [--]. Last print missed by a mile (negative EPS) [--]. Technically overdone SHORT"  
[X Link](https://x.com/PD13158196/status/1673724240502161408)  2023-06-27T16:05Z [----] followers, [---] engagements


"If $NVDA does significantly correct over the potential latest chip bans into China & want to play it; Look at the EDAs: $SNPS but mainly $CDNA could yield much better returns via PUTS -Lower I.V. -Trade close to ATH -P/E: 70X -Also overextended https://youtu.be/j-RYj7rL270 Nvidia $NVDA and Advanced Micro Devices $AMD are down over three percent in after hours. In the after hours a report was released that the Biden administration is considering a new ban on sales of AI chips to China. https://t.co/vb1KwjJZ2n https://youtu.be/j-RYj7rL270 Nvidia $NVDA and Advanced Micro Devices $AMD are down"  
[X Link](https://x.com/PD13158196/status/1674017702275428360)  2023-06-28T11:31Z [----] followers, [---] engagements


"@shuusin9213 Thanx for the correction; yes $CDNS Cadence Design"  
[X Link](https://x.com/PD13158196/status/1674041555559018497)  2023-06-28T13:06Z [----] followers, [--] engagements


"@Lennart54613183 $SITE doesnt deserve a higher multiple vs $POOL $SITE also has a DEBT issue a large % via floating rate loans (too many acquisitions to show growth) Inventory levels are high & Volumes are down (BAD COMBO) Lastly as inflation losing pricing power $PNR is another one"  
[X Link](https://x.com/PD13158196/status/1674044318242287616)  2023-06-28T13:17Z [----] followers, [---] engagements


"$HAYW Hayward Coincidentally just noticed Mr. Kevin Holleran $HAYW CEO just disposed of [------] shares Find it specially interesting as his largest sale of $HAYW shares ever was on May of [----] for [-----] shares (an increase of 70%) PS: CFO also just field a new [---] Form $HAYW WHEN ALL [--] SUGAR DADDIES (PVT EQ) TURN ON YOU -Mkt Cap: $2BB -Total Assets: $3BB -TOTAL INTANGIBLE ASSETS $2BB or 68% Goodwill Trademarks Customer Relationships Other Intangibles WTF @hayward -SLOWING MACRO & GROWTH -RISING DEBT & -PVT EQ SUGAR DADDIES 🧵 SHORT https://t.co/G19eSBgTmx $HAYW WHEN ALL [--] SUGAR DADDIES (PVT"  
[X Link](https://x.com/PD13158196/status/1678873721505734656)  2023-07-11T21:07Z [----] followers, [----] engagements


"III. $POOL Corp Give $POOL a lot of crap however its a great co. But still think $POOL has a lot of issues to deal with; [--]. Debt @pinchapennypool bad buy [--]. Over Inventory [--]. Chemical/Trichlor price deflation [--]. Margin Compression *Same issues $LESL but much better co $POOL & $LESL One of the two is LYING or maybe both are CHEMICALS (Trichlor) $POOL Prices will go down $LESL Prices will stay strong EQUIPMENT (Pumps Filters Heaters) $POOL Prices will stay high $LESL Were seeing weakness (all experts Q4 earnings transcripts) https://t.co/OFFw73rS1d $POOL & $LESL One of the two is LYING or maybe"  
[X Link](https://x.com/PD13158196/status/1679644466351685633)  2023-07-14T00:10Z [----] followers, [---] engagements


"IV. $SITE Who dat @SiteOneSupply isnt a pool play but highly correlated to $POOL. Approx 30% @poolcorp revs driven landscaping irrigation etc $SITE last print & guidance was horrible & dont understand why YTD they are up 50% Loads of DEBT INVENTORY & its EXPENSIVE"  
[X Link](https://x.com/PD13158196/status/1679644483447668742)  2023-07-14T00:10Z [----] followers, [---] engagements


"@ActAccordingly 100% agree & adding some names; $HAYW (top short pick & also in the pool trade) $PNR (50% rev also from $POOL ) $POOL Corp $DOOR Masionite makes all sort of doors ha $TGLS Tecnoglass home glasses/windows"  
[X Link](https://x.com/PD13158196/status/1679671814690164736)  2023-07-14T01:59Z [----] followers, [---] engagements


"@Craig_McDermott Have to agree w you on $SITE"  
[X Link](https://x.com/PD13158196/status/1680333530675462145)  2023-07-15T21:48Z [----] followers, [--] engagements


"$POOL s cousin $SITE distributer or Landscaping / Hardscaping / Irrigation etc @SiteOneSupply trades at an even higher multiple. Last [--] prints were very weak Highest level of inventory yet And DEBT is now 1.5X (12 month EBITA) $POOL Surprise Surprise @poolcorp posts their 3rd DOUBLE MISS IN A ROW Furthermore $POOL EPS came 23% lower vs last yr comparable qtr and overall both Revs & EPS much lower vs the last [--] comparable yrs POOL EQUIPMENT ALSO CAME IN SOFT NOT GOOD FOR $HAYW or $PNR https://t.co/KFB5I1QYyn $POOL Surprise Surprise @poolcorp posts their 3rd DOUBLE MISS IN A ROW Furthermore"  
[X Link](https://x.com/PD13158196/status/1682020076336164864)  2023-07-20T13:30Z [----] followers, [----] engagements


"@Lennart54613183 While $POOL deals w chemical deflation; Fertilizer & PVC Tubing has seen more deflation & supply is vast both key to $SITE sales 2021: Organic Vol Growth 2022: Price Inflation Growth 2023: $SITE $POOL $HAYW $PNR $LESL $WSO etc are screwed unless they see organic volume growth"  
[X Link](https://x.com/PD13158196/status/1682134937728589825)  2023-07-20T21:06Z [----] followers, [---] engagements


"$AN $LAD $ABG $GPI $KMX All should much by next yr RATES # LOAN VOL # NEW CARS PROFIT MARGINS Theres 53day supply; unsold new cars in June 39% vs last yr @lithiamotors/@AutoNation posted vehicle sales of 12% & 13% https://www.wsj.com/articles/why-car-dealers-are-losing-their-shine-135fee93 https://www.wsj.com/articles/why-car-dealers-are-losing-their-shine-135fee93"  
[X Link](https://x.com/PD13158196/status/1685797274251649024)  2023-07-30T23:39Z [----] followers, [---] engagements


"RESTAURANT IPOs; [----] & [----] -IPO Proceeds -Max Post IPO Surge % $CAVA ITS TIME SHORT [----] $DNUT $500MM +27% $FWRG $170MM +41% $SG $364MM +84% $PTLO $466MM +189% $BROS $455MM +254% [----] $CAVA: $370MM +260% YEST @cava BROKE @DutchBros POST IPO PUMP SURGING 260% SINCE IPO"  
[X Link](https://x.com/PD13158196/status/1686353107066748928)  2023-08-01T12:28Z [----] followers, 12.6K engagements


"$HAYW pulled the hedges out & added more shorts @HaywardPool alleged double beat is = an accounting gimmick 1.Of all of their fake; $2.88BLN TOTAL ASSETS $2.55BLN or 71% are INTANGIBLES 2.GROWTH & MARGINS also keep 3.Also bet [--] or [--] of PE Sugar Daddies sells next [--] wks $HAYW Prints tomorrow a.m. SHORT Tends to pump prior to earnings just to correct there after Plus; during the last [--] prints [--] or [--] of $HAYW [--] Pvt Equity IPO Sponsors SELLS A LARG CHUNK OF SHARES The PUT/CALL RATIO also favors the bears YTD: +42% but its just a shit co. https://t.co/1rvx9Vabb1 $HAYW Prints tomorrow a.m. SHORT"  
[X Link](https://x.com/PD13158196/status/1686842445957365761)  2023-08-02T20:52Z [----] followers, [----] engagements


"$ODD ODDITY agree 100% w @StockJabber its a shit co $ODD creates loosely connected brands blow them up & create new ones. Trick people into signing up for samples but get charged hard to cancel monthly subscriptions. Reviews for @ilmakiage @spoiledchildnyc are horrible. Earlier today I published on Problems at Oddity Tech $ODD a recent Israeli IPO that claims to be using AI to transform the beauty industry. In reality I believe Oddity is a glorified Instagram and Facebook advertiser that has widespread consumer and employee complaints and is https://t.co/4RGGBxns2y Earlier today I published"  
[X Link](https://x.com/PD13158196/status/1738201176787562639)  2023-12-22T14:13Z [----] followers, [----] engagements


"$LOGI (pre market) +7% But it beat expectations & raised guidance True however @Logitechs sales have for [--] qtrs in a row Profitability w/o Growth aint sustainable Bet we see several similar prints in the coming wks Similar shorts $WSM $RH $BBY $HAYW $POOL & others $LOGI 40% since Oct (52wk high) However - Mostly Discretionary Products - Margins depend cheap ocean freight (Asia-Europe-US) RED SEA ISSUES - Potential SOFT KEYBOARD SALES due $MSFT COPILOT AI Key addition (wont be available in $LOGI products for at least a few qts) $LOGI 40% since Oct (52wk high) However - Mostly Discretionary"  
[X Link](https://x.com/PD13158196/status/1749775122951499822)  2024-01-23T12:44Z [----] followers, [----] engagements


"$BC / @Brunswick_Corp_ another 7% on earnings after losing 10% this wk. $MBUU / @malibuboats 18% on earnings & YTD 25% Next on the Discretionary High Price kill list; RVs $WGO / @WinnebagoRVs but specially $THO / @ThorMotorCoach Inventory Demand Margins $LCII Preliminary Results foreshadow trouble ahead for goods which -Cyclical/Discretionary -High Price -Financed & Freight Dependent $THO * $POOL * $WGO $BC $MBUU $HOG $WSM $RH * $BBY $SIG Too much new/used inventory w decreasing demand & lower inflation = less pricing power https://t.co/wbwnldEVH4 $LCII Preliminary Results foreshadow trouble"  
[X Link](https://x.com/PD13158196/status/1753037379198239032)  2024-02-01T12:47Z [----] followers, [----] engagements


"$ARM Amazing Masayoshi Son pumped @Arm 100% (prior to March LockUp Ex) IPO: $51 Currently: $95 At $51 (IPOed $55BLN Mkt Cap) Was already way overpriced At $100 ($110BLN Mkt Cap)🤡 REMEMBER IN [----] $NVDA WAS ABOUT TO AQUIRE $ARM ($40BLB MKT CAP) Tomorrow Dec $80 PUTS"  
[X Link](https://x.com/PD13158196/status/1755340817181430083)  2024-02-07T21:20Z [----] followers, [----] engagements


"$WING Call BS Never suppose to short on valuations however when a wing restaurant is trading well over 100X Ill take the gamble every day Its just getting pumped before next weeks print (02/21)"  
[X Link](https://x.com/PD13158196/status/1757508766051024925)  2024-02-13T20:55Z [----] followers, [----] engagements


"$FOXF Just the latest ex 27% @foxracingshox manufactures bicycles & motorbike ATV and RVs parts. -Missed on EPS -Floor Plan Costs Surged -Over Inventory -Low Demand -Rates This is an issue across; RVs $THO $WGO $CWH $LCII BOATS: $BC $MBUU $HZO $ONEW ATVs: $PII etc Enter $SUI largest RV/MARINA owner. & @suncommunities RV/MARINA biz is also down $SUI Print (02/20) -Missed EPS by a mile -Lower RV/Marina Revs/Margins Solution migrate RV/MARINA fees from MONTHY to ANNUAL All while $THO 35% (1yr) trades premium & close [----] Covid ATH https://t.co/9vvp0MuyCY Enter $SUI largest RV/MARINA owner. &"  
[X Link](https://x.com/PD13158196/status/1761073636889252245)  2024-02-23T17:00Z [----] followers, [----] engagements


"$AZO Insiders have been on a Selling Spree very unlike them and wonder WHY # SHARES SOLD & AMOUNT -Last Month: 31K & $98MM -Last [--] Months: 80.5K & $226MM -Last [--] Months: 97K & $266MM Makes me wonder why insiders have increased their selling by over 250% in the last month"  
[X Link](https://x.com/PD13158196/status/1774053781019172876)  2024-03-30T12:39Z [----] followers, [----] engagements


"$CACC yest $KMX was crushed 9% (Double Miss & Weak Guidance) @CarMax also confirmed credit is tightening At the same time $CACC (Credit Acceptance) surged over 5% posting its BEST DAY IN [----] Every used car related stock went down except for $CACC Stock Manipulation Boom $KMX $CACC and other near & subprime car lenders $SAN $ALLY should also feel the pressure Will be interesting to see how the other car dealers react $AN $LAD $PAG $SAH $GPI etc Used car prices are readjusting and many dealers and lenders will feel the pain https://t.co/qfHDtRhlMD Boom $KMX $CACC and other near & subprime car"  
[X Link](https://x.com/PD13158196/status/1778732711177253353)  2024-04-12T10:31Z [----] followers, [----] engagements


"$ANF looks like it wants to finally breakdown Broke below $110 next stop $104 $ANF Insiders SOLD another $19MM CEO Fran Horowitz lead the way selling 96K Shrs ($12.7MM) THIS WAS ALSO FRANS LARGEST SALE SINCE JOING @AbercombieandF 🤔 Needs to clear $138 (next few days). If not going back to $115 or lower Going back in SHORT https://t.co/lNBkXuE8uU https://t.co/DF095vJYGm $ANF Insiders SOLD another $19MM CEO Fran Horowitz lead the way selling 96K Shrs ($12.7MM) THIS WAS ALSO FRANS LARGEST SALE SINCE JOING @AbercombieandF 🤔 Needs to clear $138 (next few days). If not going back to $115 or lower"  
[X Link](https://x.com/PD13158196/status/1781010906056388854)  2024-04-18T17:24Z [----] followers, [---] engagements


"$KLG Boycott Update Well post earnings boycotters just took $KLG to the woodshed. Then again $K literally stripped out the deadweight & spun it off into $KLG Maybe the correction was due a partial the lockup expiration. Either way $KLG was an obvious short on earrings $KLG EAT CEREAL FOR DINNER Post spinoff @KelloggsUS 76% Yet $KLG CEO deftone growth strategy targeting lower income families upset many people The Boycott Kelloggs movement seems to have a strong following across social media Earnings on Tuesday will be interesting https://t.co/uUP8wd4HPA $KLG EAT CEREAL FOR DINNER Post spinoff"  
[X Link](https://x.com/PD13158196/status/1788557351978488198)  2024-05-09T13:11Z [----] followers, [----] engagements


"Took longer than expected but $POOL is finally imploding Biz is so bad they had to file an 8K & guide lower If it breaks $295 its prob heading to pre-covid levels $240 (fill the gap) PS: 30% of $POOL biz (irrigation/landscaping) $SITE IS NEXT Others $HAYW $LESL & $PNR $POOL 5% (pre-mkt) -Slight Qtr Revenue MISS -Full Yr 10% MISS on EPS [-----] EPS Range $13.10-$15.10 The EPS guide would profitability vs [----] by 4% (aka 2nd yr NEG GROWTH) All in all a very weak print & guide Remember call starts at 10am (time to reposition) SHORT https://t.co/gG9J6GSsWS $POOL 5% (pre-mkt) -Slight Qtr Revenue"  
[X Link](https://x.com/PD13158196/status/1805345702161092832)  2024-06-24T21:02Z [----] followers, [----] engagements


"$STGW LONG Bidens Exit = ELECTION AD SPEND BONANZA @Stagwell Ad/PR Agency HoldCo w an ELECTIONS Biz Focus @SKDKDemocrats @TargetedVictoryRepublicans @HarrisPollPolling Services Other $STGW biz w election ad expertise @rcpoliticsuk @MediaAssembly @SloaneAndCoPR"  
[X Link](https://x.com/PD13158196/status/1815525265105371241)  2024-07-22T23:12Z [----] followers, [---] engagements


"$PII 100% Sympathy Trade $DOOO Within recreational vehicles @PolarisORV was suppose to be one of the most resilient names Will say it again Im SHORT -Rate Dependent -Discretionary -Big Ticket Items RVs ATVs Boats Motorcycles etc $WGO $REVG $THO $CWG $BC $MBUU $HOG etc Polaris $PII Earnings Recap - Oooph big ticket consumer discretionary looks. BAD Rev $1.96B vs $2.2B est EPS $1.38 vs $2.25 est Sees FY: Rev -17% to -20% vs -5% to -7% prior EPS -56% to -62% vs -10% to -15% prior Boats a notable weak spot: https://t.co/wNawrOHvP7 Polaris $PII Earnings Recap - Oooph big ticket consumer"  
[X Link](https://x.com/PD13158196/status/1815696646363087357)  2024-07-23T10:33Z [----] followers, [----] engagements


"$PII Gotta love when analysts (in this case $MS ) cant accept they have & cont to be wrong) $PII Double Miss & Lowers Guidance (3rd qtr in a row) $MS lowers PT 15% keeps the rating at Over Weight 🤡 PS: Bet other boat OEMs report horrible numbers $BC $MUBB $MCFT $DOOO $WGO $PII 100% Sympathy Trade $DOOO Within recreational vehicles @PolarisORV was suppose to be one of the most resilient names Will say it again Im SHORT -Rate Dependent -Discretionary -Big Ticket Items RVs ATVs Boats Motorcycles etc $WGO $REVG $THO $CWG $BC $MBUU $HOG etc https://t.co/rCWFH1gete $PII 100% Sympathy Trade $DOOO"  
[X Link](https://x.com/PD13158196/status/1817275055706927245)  2024-07-27T19:05Z [----] followers, [----] engagements


"$MELI see a lot of optimism into earnings. WHY PERFORMANCE: YTD & 04/01-06/30 [--]. Lat Am (Top 40) $ILF: 14% & 12% [--]. Brazil $EWZ: 20% & 15% [--]. Mexico $EWW 18% & 17% [--]. Chile $ECH: 8% & 4% [--]. Colombia $GXG: 6% & 5% [--]. Argentina $ARGT: 9% & 3%"  
[X Link](https://x.com/PD13158196/status/1818055704848269406)  2024-07-29T22:47Z [----] followers, [----] engagements


"$WGO Mayday Mayday Mayday @WinnebagoRVs marines biz is also capsizing Todays Prints by $MBUU & $MCFT CONFIRM Boat OEMs are in trouble Few know $WGO acquired [--] boat OEMs at peak Covid Prices @BarlettaBoats & @chriscraftboats RV & BOAT SALES CONT TO PLUMMET SHORT $WGO"  
[X Link](https://x.com/PD13158196/status/1829130069689729330)  2024-08-29T12:12Z [----] followers, [----] engagements


"$SIG - PUNM WILL FAID WEAK PRINT [--]. Declining Sales: -Total Sales 7.6% -SSS 3.4% [--]. Blue Nile Impairment: $100MM Loss vs $90MM vs Profit prior qtr [--]. Liquidity Concerns: Cash Position (690MM $403MM Profitability Adj Earnings Inventory Levels (over $2BB) $SIG @debeersgroup was @AngloAmericans crown jewel. But Russian Diamonds combined w Lab Grown Diamonds killed De Beers diamond monopoly & pricing power DYK [--]. Diamonds = Half Gl Jewelry Sales [--]. De Beers = $SIG Diamond Distributer [--]. $SIG = Worlds Largest Diamond Retailer $SIG @debeersgroup was @AngloAmericans crown jewel. But Russian Diamonds"  
[X Link](https://x.com/PD13158196/status/1834207325097173413)  2024-09-12T12:27Z [----] followers, [----] engagements


"@ConsensusGurus Interestingly few have made the connection between $LW well known issues & $KHC (ketchup = 20% of revenues) Then add Nestles (Stouffers) new shelf stable Mac & Cheese) offering And also Mr. Beast & Logan Pauls new Lunchable (Lunchly) offering Loads of mkt share a risk"  
[X Link](https://x.com/PD13158196/status/1848830972764287112)  2024-10-22T20:57Z [----] followers, [---] engagements


"$BYON & $CWG Why wound anyone attack 3rd tier celebrity @marcuslemonis or the companies he has worked so hard to help become what they are today YTD: $BYON 65% $CWH 25% Doesnt anyone understand @marcuslemonis is a BUSINESS GURU & CELEBRITY ROYALTY 🤡 Beyond $BYON -28% across two days on 20% workforce reductions and a rather large revenue miss: $311M vs $354M est Home furnishings furniture. legacy Overstock + Bed Bath and Beyond Beyond $BYON -28% across two days on 20% workforce reductions and a rather large revenue miss: $311M vs $354M est Home furnishings furniture. legacy Overstock + Bed"  
[X Link](https://x.com/PD13158196/status/1849442472629260784)  2024-10-24T13:27Z [----] followers, [----] engagements


"$HAYW ARTIFICIALLY PUMPING EPS @SECGov flagged issues w @HaywardPool financials requiring them to add corp expenses & GAAP comparisons Profitability Metrics could come weaker hinting EPS & other metrics (Artificially Boosted) HIGH RISK IT MISSES ON EPS Print: Tmrw a.m"  
[X Link](https://x.com/PD13158196/status/1850949966845370820)  2024-10-28T17:17Z [----] followers, [---] engagements


"$FWRG Another PE Pump & Dump @adventintl took @First_Watch Public in [----] (another Covid IPO scam) -MKT CAP: $1.25BB (PE: 63X) -BUT @adventintl HAVE ALREADY SOLD $1.8BB WORTH -@adventintl STILL HOLDS +60% OUTSTANDING SHRS -Even as $FWRG under performs @SECGov $FWRG Who could have guessed focusing on breakfast (selling [--] pancake for $10) & expanding while SSS of existing restaurants were going down wouldnt really work Ever since IPO Sponsor & Sugar Daddy @AdventInt sold @First_Watch has collapsed Since my last post down over 25% https://t.co/FU08f4CkNa $FWRG Who could have guessed focusing on"  
[X Link](https://x.com/PD13158196/status/1854929600423264311)  2024-11-08T16:50Z [----] followers, [----] engagements


"$CAVA Value of Avg Location @CAVA: -No. Locations: [---] -Mkt Cap: $17BLN THIS MEANS EACH REST IS VALUED AT $47MM🤡 AVG $CAVA ANUAL REVENUES: $2.7MM Other Avg. Restaurant Value - $SBUX: $1.5MM - $MCD: $2.9MM - $CMG: $3MM - $DRI (Capital Grille): $5.6MM This is insane $CAVA Shorting if the Pump Sticks Ive never seen something so ludicrous its a fast food joint @CAVA vs AVG RESTAURANT -P/E: 320X vs 34X - P/S: 20X vs 2.6X - EV/EBTDA: 167X vs 16X All while insiders have already sold 1.8BLN in under [--] years https://t.co/nPJA4pUb2Q $CAVA Shorting if the Pump Sticks Ive never seen something so"  
[X Link](https://x.com/PD13158196/status/1856458146568646790)  2024-11-12T22:04Z [----] followers, [----] engagements


"$ELF Premium Value Strategy Crumbling @muddywatersre exposed Imports; now $ROST (non-authorized) Sells Luminous Putty for $2.9970% Less vs $TGT $ULTA (30% at $CVS) Excess Inventory Deep Discounts = Demand Revenue Manipulation in Plain Sight MW is short $ELF. We believe it's overstating revenue profits inventory. 80% of its product is imported. Import data show [--] quarters ago ELFs imports crashed by 2/3 & havent recovered yet sales in the US have defied this trend. We see rev overstatement of $135mm-$190mm https://t.co/4QdxUz8FRN MW is short $ELF. We believe it's overstating revenue profits"  
[X Link](https://x.com/PD13158196/status/1863571821536133549)  2024-12-02T13:12Z [----] followers, [----] engagements


"Who is the Liar $THO or $WGO $THO Aside from @ThorMotorCoachs awful double miss it was followed by a flat [----] guidance (slightly higher EPS & Sales) $WGO However despite an 80% EPS miss @WinnebagoRVs claims +60% EPS & +38% Sales growth for 2025🤡 Bet $WGO is the LIAR"  
[X Link](https://x.com/PD13158196/status/1864808084448608727)  2024-12-05T23:04Z [----] followers, [----] engagements


"SCOTUS rejects challenges to Californias Advanced Clean Truck Reg. solidifying CAs right to set its own emissions standards [--] STATES FOLLOW CAs LEAD MEANING THE UNOFFICIAL SALE BAN OF NEW MOTORIZED RVs ACROSS 6+ STATES IN [----] IS VERY REAL $WGO $THO $LCII $PATK $CWH Supreme Court dismisses constitutional claim in California air pollution case https://t.co/kQZIwaANwT Supreme Court dismisses constitutional claim in California air pollution case https://t.co/kQZIwaANwT"  
[X Link](https://x.com/PD13158196/status/1869358734251905322)  2024-12-18T12:27Z [----] followers, [---] engagements


"Poor little predatory $DAVE it just got the shit kicked out of him @Jasonwilk if you are able to tell me the difference between the @davebanking App vs predatory Payday Lender Id be glad to make a DONATION or aTIP PS: Good luck w the @FTC lawsuit $DAVE The Other $UPST Predatory Lender @davebanking the Ex-SPAC which lost over 90% of its mkt cap months after going public in [----] is back and today is pumping in sympathy with @Upstart $DAVE is nothing SHORT of a payday lender but worst. YTD: 1000% 🤡 MORE TO COME https://t.co/8MM5QLCC2Q $DAVE The Other $UPST Predatory Lender @davebanking the"  
[X Link](https://x.com/PD13158196/status/1869491119001829606)  2024-12-18T21:13Z [----] followers, [----] engagements


"Less Rate Cuts =💀Recreational Vehicles RVs Boats Motorcycles ATVs etc $WGO 5.5% $PATK 5% $THO 5% $BC 5% $HZO 5% $MBUU 5% $LCII 4% $HOG 4% $PII 4% [--]. Still a lot of fat in $PATK [--]. $WGO REPORTS ON FRIDAY & BET IT WILL BE ANOTHER HORRIBLE PRINT"  
[X Link](https://x.com/PD13158196/status/1869498933623615623)  2024-12-18T21:44Z [----] followers, [----] engagements


"@davebanking @Minmarion Suggest you first read about the FTCs allegations against predatory $DAVE. Then DM them ask what % of the Donations go to the cause vs the Co. pocket. Also check the @bbb_us & @Trustpilot reviews reviews. Personally Id NEVER bank w @davebanking https://www.ftc.gov/news-events/news/press-releases/2024/11/ftc-takes-action-against-online-cash-advance-app-dave-deceiving-consumers-charging-undisclosed-fees https://www.ftc.gov/news-events/news/press-releases/2024/11/ftc-takes-action-against-online-cash-advance-app-dave-deceiving-consumers-charging-undisclosed-fees"  
[X Link](https://x.com/PD13158196/status/1869556369852178715)  2024-12-19T01:32Z [----] followers, [---] engagements


"@davebanking No need to DM lets chat here. About my concerns: [--]. Is it true less than 10% of customers qualify for the $500 cash advance you advertise [--]. Do you sell customers data [--]. When customers Donate to advertised $DAVE causes what % of the $ is kept by @davebanking"  
[X Link](https://x.com/PD13158196/status/1869559820099182863)  2024-12-19T01:46Z [----] followers, [---] engagements


"$PATK Revenues & EPS Will Collapse 70% OF $PATK REVENUES DEPEND ON SALES TO: RV BOAT & ATV OEMs. YET ALL OEMs HAVE MISSED Revenue Decrease by Co & Segment RV $THO: 19% $WGO: 20% $REVG: 35% BOAT $BC: 20% $PII: 23% $MBUU: 32% MOTORCYCLE & ATV $HOG: 26%"  
[X Link](https://x.com/PD13158196/status/1870097693084663895)  2024-12-20T13:23Z [----] followers, [----] engagements


"$IAC New Orleans Vegas & TURO If @turos verification process has gaps or is easily sidestepped Barry Diller and $IAC could face a rough start to [----]. Just gonna put this out there"  
[X Link](https://x.com/PD13158196/status/1874593405311017294)  2025-01-01T23:07Z [----] followers, [----] engagements


"$PATK GRAVITY OR ILLUSION🧵 Patricks Biz Segments 1.RV 2.MARINE 3.PWR SPORTS 4.HOUSING Once Covid darlings all [--] segments are now struggling: -Inventory Gluts -Low Backlogs -High Rates Also OEMs cont to DECONTENT Units. Yet $PATK trades near ATH 1YR +30% Why Lets dive in"  
[X Link](https://x.com/PD13158196/status/1877011654182854810)  2025-01-08T15:17Z [----] followers, [----] engagements


"2/5 MARINE = 17% of $PATK SALES Marine in choppy waters: $MBUU $BC $HZO $ONEW report -Falling Demand -Excess inventory -Low Backlogs $PATK is tied to high-end boats (ski/wakeboard) the most discretionary within marine While all boat stocks strike multiyear lows $PATK 30%"  
[X Link](https://x.com/PD13158196/status/1877011664920305899)  2025-01-08T15:17Z [----] followers, [---] engagements


"3/5 PWR SPORT= 10% $PATK SALES Weak ATV & Snowmobiles Demand: Giants like $PII $DOO $TEX (Arctic Cat) have: -Closed Plants (weak demand) -Have Over-Inventory -Low Backlogs -Decontenting Units Why hasnt $PATKs Power Sports exposure caught up to reality"  
[X Link](https://x.com/PD13158196/status/1877011670335152345)  2025-01-08T15:17Z [----] followers, [---] engagements


"4/5 HOUSING = 30% $PATK SALES Housing Darling Sector Is No More Hit by rates: $LEN $PHM & $DHI forecast weak [----] growth. - Rising Rates -Low New Builds -High Prices Are squeezing housing & Builders & their Stocks are Struggling But $PATK stays near ATH. Why"  
[X Link](https://x.com/PD13158196/status/1877011675783512118)  2025-01-08T15:17Z [----] followers, [---] engagements


"$BC NOAAs WHALE SPEED RULE limits boat speed (protect endangered whales) Its fate lies w the Commerce Secretary (Trump appointee) bet its revoked Even the Governor of MA (Dem State) also opposes the rule @Brunswick_Corp_ at multi yr lows LONG https://www.mvtimes.com/2025/01/09/governor-opposes-noaa-vessel-speed-zones/ https://www.mvtimes.com/2025/01/09/governor-opposes-noaa-vessel-speed-zones/"  
[X Link](https://x.com/PD13158196/status/1877765437871579604)  2025-01-10T17:12Z [----] followers, [---] engagements


"$PATK @MerrillLynch Downgrade Seems Im not the only one bearish in Patrick Industries Merrill PT: $73 (25% Downside) $PATK Biz Segments & Customers 1yr Ret [--]. RV: $WGO 25% 2.MARINE: $MBUU 21% 3.PWR SPORTS: $PII 38% 4.HOUSING: $LEGH 7% BUT $PATK 42% 🚩 $PATK GRAVITY OR ILLUSION🧵 Patricks Biz Segments 1.RV 2.MARINE 3.PWR SPORTS 4.HOUSING Once Covid darlings all [--] segments are now struggling: -Inventory Gluts -Low Backlogs -High Rates Also OEMs cont to DECONTENT Units. Yet $PATK trades near ATH 1YR +30% Why Lets dive in https://t.co/8En1r70DYl $PATK GRAVITY OR ILLUSION🧵 Patricks Biz Segments"  
[X Link](https://x.com/PD13158196/status/1884076609969565947)  2025-01-28T03:10Z [----] followers, [----] engagements


"$AS Another Tariff Reckoning @amer_sports Chinese (vs Finnish) owned ANTA SPORTS all while US Tariffs are now Real & Loom Over Nosebleed Multiple 45x+ P/E well above $NKE $LULU $ADS Busted IPO Dilutes Investors yet 250% 10% Tariff Discretionary Goods = Major Headwind $AS Overvalued & Overhyped @amer_sports 1Yr (or [--] since IPO) [--]. 130% [--]. PE: 47X [--]. EV/EBITDA: 58X Outperforms All Peers & Very Expensive (charts dont lie) Remember $AS - Was a Busted IPO (02/2024) - Recent Dilutive Secondary (10%) - Potential & Massive China Tariff Risks https://t.co/EA9asK5eIL $AS Overvalued & Overhyped"  
[X Link](https://x.com/PD13158196/status/1886063536557707381)  2025-02-02T14:46Z [----] followers, [----] engagements


"Besides Tariffs $PATK also Reports Earnings on Thursday (02/06) Just prior to $PATK last print stock traded at $90 and tanked 7% to $82 LAST FRIDAY $PATK CLOSED AT $97 Could be a rough ride down Tariffs Will Hit U.S. RV & Marine Co. $PATK $WGO $THO in Trouble Again Canadas $155B retaliation tariff is a direct blow to $PATK (Faces Direct Ops + RV & Marine OEM Supply Risks all while trading close to ATH) $THO & $WGO also hold over 40% of RV Mkt Share. Buckle Up https://t.co/mZP1fDsSKs Tariffs Will Hit U.S. RV & Marine Co. $PATK $WGO $THO in Trouble Again Canadas $155B retaliation tariff is a"  
[X Link](https://x.com/PD13158196/status/1886417370190680126)  2025-02-03T14:12Z [----] followers, [----] engagements


"$ELF Marketing Aint a MOAT Took longer than expected but here it is $DUOL is NEXT they to Depend on TikTok and viral moments. $ELF & $DUOL had their Debutante Party during Covid Lockdowns but its wearing off. Multiple compression is a BI**** $ELF MARKETING AINT A MOAT Warren Buffet @elfcosmetics marketing spend +1000% in [--] years Regina would only use the BEST Dior charlotte tilbury Chanel NOT $ELF My name is Regina George & Im a massive $ELF brand deal Movie or Ad UNSUSTAINABLE WAY TO GROW https://t.co/NVfjvx2Jvy $ELF MARKETING AINT A MOAT Warren Buffet @elfcosmetics marketing spend +1000% in"  
[X Link](https://x.com/PD13158196/status/1887619589304902006)  2025-02-06T21:49Z [----] followers, [----] engagements


"@qualitybull @ilmakiage @spoiledchildnyc Decision trees work well however thats not AI. If I sent you an extensive questionnaire (which is what they do) I too could could match you with a makeup palate set you up on a date plan a vacation youd enjoy etc etc. Might be a good product but they misrepresent themselves"  
[X Link](https://x.com/PD13158196/status/1887980188882891247)  2025-02-07T21:42Z [----] followers, [--] engagements


"$DUOL Co-Founders Sell $220M Both also own the largest # of @duolingo shares. Maybe its a coincidence however WHY HAVE THEY SOLD OVER $210M IN THE LAST TWO MONTHS By far their largest insider sales since $DUOL went public. The $ELF CEO also dumped millions late last yr $ELF & $DUOL morphed from a Beauty & Education companies to a TikTok-first content machines @elfcosmetics growth slowed multiples compressed and its -70% from ATH. Yet marketing spend keeps surging for both all while TikTok is peaking @duolingo IS NEXTINEVITABLE https://t.co/QUw7DbcGCK $ELF & $DUOL morphed from a Beauty &"  
[X Link](https://x.com/PD13158196/status/1888296191286542808)  2025-02-08T18:37Z [----] followers, [----] engagements


"$PATK Between Higher Rates & Tariffs on Steel and Aluminum this should finally drive $PATK down closer to $85 (10% drop) Well see $PATK Aluminum & Steel All RV OEMs import both Aluminum & Steel (mainly from China & Turkey) and $PATK is no exception. They also indicated none of the potential tariffs had been added to their guidance Also Insiders Selling Prior to Filing their latest 10K 🚩 🚩 🚩 https://t.co/2WkJSy1N4G $PATK Aluminum & Steel All RV OEMs import both Aluminum & Steel (mainly from China & Turkey) and $PATK is no exception. They also indicated none of the potential tariffs had been"  
[X Link](https://x.com/PD13158196/status/1889678860209344917)  2025-02-12T14:12Z [----] followers, [----] engagements


"$DE Farm Equipment Sales 30% Then also add: [--]. FTC monopoly lawsuit [--]. Trumps promise to hit $DE 200% tariff [--]. Steel & Aluminum tariffs [--]. Chinas 10% tariff on farm equipment [--]. U.S. Farmers Backlash & Lawsuits Over Repair Restrictions So whats the bull case $DE Remember Trumps Threat Besides the tariffs on Mex also add the recent FTCs Antitrust / Monopolistic Lawsuit against @JohnDeere And in case you missed it https://t.co/iO07Go0Z2C $DE Remember Trumps Threat Besides the tariffs on Mex also add the recent FTCs Antitrust / Monopolistic Lawsuit against @JohnDeere And in case you missed it"  
[X Link](https://x.com/PD13158196/status/1890037396668072158)  2025-02-13T13:56Z [----] followers, [----] engagements


"$DUOL There's little actual news that would explain the stock's rise today (+8%) besides the ongoing attention the company has received as a result of an online MARKETING GIMMICK in which it "announced" the death of its mascot STILL THINK @duolingo IS AN EDUCATION COMPANY🤡"  
[X Link](https://x.com/PD13158196/status/1890147470812016735)  2025-02-13T21:14Z [----] followers, [----] engagements


"Find it $ODD this alleged A.I. driven beauty stock is up 10% (12 months) while the rest have collapsed $ELF 62% $COTY 55% $EL 50% $ULTA 35% @ilmakiage why do most of your @bbb_us reviews state you are scamming customers. CLICK TO CANCEL LAW Reports this afternoon $ODD The AI Beauty Co. 🤡 @ilmakiage @spoiledchildnyc If you think $ELF collapse is bad just wait then ODDITY finally gets exposed it will drop even further The latest FTC Click To Cancel law will really screw with their predatory & scams https://t.co/ptNnvSzpST https://t.co/3jbec9SBHt $ODD The AI Beauty Co. 🤡 @ilmakiage"  
[X Link](https://x.com/PD13158196/status/1894476199935569992)  2025-02-25T19:54Z [----] followers, [----] engagements


"$THO It can always get worst Earnings: -EPS: -$0.01 vs $0.08 (Missed by 110%) -Net Sales: 8.6% -U.S. Motorized Sales 21% -European Sales 22% Guidance: - Lowered EPS by 20% PS: [--]. $PATK still needs to shed a lot of fat [--]. $WGO still dealing w FRAME FLEX issues RVs + Tariffs = SCREWED - CANADA #1 RV IMPORTER - 30K UNITS / $1.4B [--]. U.S. Slaps 25% Tariff on Canadian RVs Canadian Dealers Canceling ALL U.S. RV Orders [--]. Canada is Hitting Back w 25% Tariff on ALL US RVs [--]. +10% tariff Chinese Steel & Aluminum $THO Reports Tomorrow https://t.co/Nd5mElAQWg RVs + Tariffs = SCREWED - CANADA #1 RV"  
[X Link](https://x.com/PD13158196/status/1897253892364333458)  2025-03-05T11:52Z [----] followers, [----] engagements


"$WGO owes investors an explanation when they report earnings tomorrow morning The recent Class Action Lawsuit combined with the Federal (NHSTA) investigation confirms the Frame Flex issues the @WinnebagoRVs CEO denied existed PS: 20% of $PATK revenues come from $WGO $WGO Class Action Lawsuit Grand Design RV knowingly deceived their customers & distributed thousands of defective RVs IF GUILTY ITS PROBABLE @WinnebagoRVs WONT HAVE THE FUNDS TO COVER DAMAGES WITHOUT TRIGGERING KEY COVENANTS $WGO reports tomorrow https://t.co/G1vXF12RuJ https://t.co/mFz9edslDm $WGO Class Action Lawsuit Grand"  
[X Link](https://x.com/PD13158196/status/1904864418120298621)  2025-03-26T11:54Z [----] followers, [----] engagements


"What about $PATK Called it Seems like might finally give it up. If so next stop $75 - $78 $WGO owes investors an explanation when they report earnings tomorrow morning The recent Class Action Lawsuit combined with the Federal (NHSTA) investigation confirms the Frame Flex issues the @WinnebagoRVs CEO denied existed PS: 20% of $PATK revenues come from $WGO https://t.co/1Dpkty3q0O $WGO owes investors an explanation when they report earnings tomorrow morning The recent Class Action Lawsuit combined with the Federal (NHSTA) investigation confirms the Frame Flex issues the @WinnebagoRVs CEO denied"  
[X Link](https://x.com/PD13158196/status/1905666155626254436)  2025-03-28T16:59Z [----] followers, [----] engagements


"The @FTCs JUNK FEES RULE went into effect today $LYV $ABNB $EXPE etc But even better on Wed May 14th the @FTCs CLICK TO CANCEL Rule starts being enforceable $DUOL $ADT $PLNT $RBLX $SIRI $HIMS & many more like $ODD maybe thats why today the CEO sold 5.5M shares The junk fees rule we finalized @FTC last year goes into effect today. That means businesses selling live-event tickets or short-term lodging can no longer surprise you with mystery charges that inflate your bill when you check out. https://t.co/8XV0kJbGZt The junk fees rule we finalized @FTC last year goes into effect today. That means"  
[X Link](https://x.com/PD13158196/status/1922113018575401189)  2025-05-13T02:13Z [----] followers, [----] engagements


"$WGO Down 11% on pre announcement. Called this one since it traded $70 $PATK depends on the RV and Marine industry and they will too collapse. $WGO owes investors an explanation when they report earnings tomorrow morning The recent Class Action Lawsuit combined with the Federal (NHSTA) investigation confirms the Frame Flex issues the @WinnebagoRVs CEO denied existed PS: 20% of $PATK revenues come from $WGO https://t.co/1Dpkty3q0O $WGO owes investors an explanation when they report earnings tomorrow morning The recent Class Action Lawsuit combined with the Federal (NHSTA) investigation"  
[X Link](https://x.com/PD13158196/status/1930619276634775989)  2025-06-05T13:34Z [----] followers, [----] engagements


"MEX ➙ US = Largest Gl Remittance Corridor (NEG GROWTH) $RELY $IWMX $EEFT $WU $IDT MAY [--] vs MAY [--] [--]. YoY FLOWS: [---] % [--]. YoY # TRANSACTIONS: [---] % [--]. YoY AVG TRANS SIZE: 1.2% 1st Time [--] Yrs Growth is NEGATIVE 25: 5% 24: 2% 23: 10% 22: 15% 21: 34% 20: 18% El monto de las #remesas enviadas a Mxico durante mayo de [----] fue de [----] millones de dlares. Consulta los detalles aqu: https://t.co/KYtZaFxB3F https://t.co/b7tDRL6JBH El monto de las #remesas enviadas a Mxico durante mayo de [----] fue de [----] millones de dlares. Consulta los detalles aqu: https://t.co/KYtZaFxB3F https://t.co/b7tDRL6JBH"  
[X Link](https://x.com/PD13158196/status/1940376644021354879)  2025-07-02T11:46Z [----] followers, [----] engagements


"$PATK The forecasted [----] RV sales rebound may be a BUST Chart Shipments SURGED Jan-Apr but CRASHED 15% in May vs [----] per @RV_Industry data. All while registrations (actual sales) keep falling High inventories & a weak peak season suggest OEMs misjudged demand yet again $PATK hits ATH while 70% of its business (RV Marine Powersports) is in decline: RV shipments -15% YoY RV retail -9.3% YoY Marine & Powersports facing high inventory + weak sell-through Every OEM Parts & Dealer is except @ImpactPatrick Something doesnt add up. https://t.co/W2y2wU5MV8 $PATK hits ATH while 70% of its business"  
[X Link](https://x.com/PD13158196/status/1940759383576920077)  2025-07-03T13:07Z [----] followers, [----] engagements


"$COCO Blended Tariff Rate just went higher than even originally expected. Baseline were now looking at 24% Blended Tariff Rate. If Brasil gets tagged another 10% (BRIC) it goes to 25% @VitaCoco sources the largest percentage of coconuts from The Philippines $COCO Blended Tariff Rates -2024: 5% -2025: 10% (tariff pause) -Today: 14% -Aug 1st: 24% (new deadline) + potential +10% BRICS tariff Coconut Sourcing -Philippines & Brazil: 65% Tariffs 17% 10% maybe 20% -Sri Lanka Thailand & Vietnam: 35% Tariffs 44% 36% 20% SHORT https://t.co/dEJdpAIKbz $COCO Blended Tariff Rates -2024: 5% -2025: 10%"  
[X Link](https://x.com/PD13158196/status/1942980052867539369)  2025-07-09T16:11Z [----] followers, [----] engagements


"@mario_cibelli @VitaCoco Maybe but the lose of Walmart aisle space and lower SKU options plus the weak Hispanic consumption will also hit $COCO. Hispanics over index at 160-165. Thats higher vs $KO or $STZ. On both counts they saw sales significantly slip https://www.wsj.com/business/retail/constellation-brands-profit-sales-decline-amid-softer-consumer-demand-bd3d0711st=CiPhsw&reflink=article_copyURL_share https://www.wsj.com/business/retail/constellation-brands-profit-sales-decline-amid-softer-consumer-demand-bd3d0711st=CiPhsw&reflink=article_copyURL_share"  
[X Link](https://x.com/PD13158196/status/1942984535630561417)  2025-07-09T16:29Z [----] followers, [---] engagements


"@mario_cibelli @VitaCoco Well in the [--] stores I visited the display was much smaller and in a pretty undesirable asile. Even Kirban has admitid to problems at Walmart"  
[X Link](https://x.com/PD13158196/status/1942986542760259824)  2025-07-09T16:37Z [----] followers, [---] engagements


"@mario_cibelli @VitaCoco Also due to the tariffs $COCO already took pricing in May will introduce another price hike early fall (those two are confirmed) and might have to take an additional one. Going from a 5% tariff rate to a 24% tariff rate will hurt any company doesnt matter who they are"  
[X Link](https://x.com/PD13158196/status/1942987832999436687)  2025-07-09T16:42Z [----] followers, [---] engagements


"@TornadoTrades @VitaCoco Haha doubt it will stay at 50% but if it does $COCO blended tariff rate just went above 28%"  
[X Link](https://x.com/PD13158196/status/1943044224527864013)  2025-07-09T20:26Z [----] followers, [---] engagements


"@mario_cibelli @VitaCoco The Philippines at 20% and now Brazil at 50%. Remember $COCO sources 65-70% of thier coconuts from these two countries. New blended tariff rate is now over 30% Quick calculation margins could easily drop from thier current 37% to under 29% and EPS down to .10 from .35"  
[X Link](https://x.com/PD13158196/status/1943052304459907494)  2025-07-09T20:59Z [----] followers, [---] engagements


"@pennycheck Same here and its not only those two but also add $RAMP $PERI $APPS etc"  
[X Link](https://x.com/PD13158196/status/1945300510162006075)  2025-07-16T01:52Z [----] followers, [----] engagements


"Remittances: The Race to the Bottom $RELY $WU $EEFT $IWM The CEO of $FITB just revealed theyve historically relied on correspondent banks for cross-border payments. Now Theyre moving toward stablecoins. And I bet many other banks arent far behind Still Short"  
[X Link](https://x.com/PD13158196/status/1945861895808004536)  2025-07-17T15:03Z [----] followers, [----] engagements


"$PATK on $HZO Print Marine segment makes up 20% of $PATK revenues and @MarineMax just posted one of their worst qtrs ever (double miss & lowered guide) RV makes up over 40% of $PARK revenues. YTD $WGO down -32% & $THO down -5% the RV biz is also busted. YTD $PATK +20% SHORT Is MarineMax a bankruptcy $HZO Is MarineMax a bankruptcy $HZO"  
[X Link](https://x.com/PD13158196/status/1948374735126987113)  2025-07-24T13:28Z [----] followers, [----] engagements


"$WU cash funded payment volume again. However DIGITAL funded payments also Main issue Immigration Policies not Stablecoins Largest impacted corridors: U.S. ➔ Mexico Guatemala Honduras Colombia etc But arent those important corridors for $RELY They sure are $RELY Key Corridors are COOKED Last Friday the President signaled hed be Shutting Down Remittances sent by undocumented workers [--] Million Top Counties: [--]. Mexico [--]. El Salvador [--]. Guatemala [--]. India [--]. Honduras ALL [--] ARE SOME OF @remitly MOST PROFITABLE CORRIDORS https://t.co/4D5i1KAEdl $RELY Key Corridors are COOKED Last Friday the"  
[X Link](https://x.com/PD13158196/status/1949952925876343023)  2025-07-28T21:59Z [----] followers, [----] engagements


"$COCO so @VitaCoco tell me more about how you came up with a 10% tariff Brazil just went back up to 40% $COCO just guided using a 10% tariff assumption despite sourcing 6070% coconuts from: TARIFF RATES: - Philippines 19% - Brazil: 40% - Vietnam: 20% Mgmt says theyll mitigate a 20% hit with freight savings. 🤡 The math doesnt work. SHORT https://t.co/NTsA9oOUKT $COCO just guided using a 10% tariff assumption despite sourcing 6070% coconuts from: TARIFF RATES: - Philippines 19% - Brazil: 40% - Vietnam: 20% Mgmt says theyll mitigate a 20% hit with freight savings. 🤡 The math doesnt work. SHORT"  
[X Link](https://x.com/PD13158196/status/1950622346961670305)  2025-07-30T18:19Z [----] followers, [----] engagements


"$COCO At least one analyst called them out @VitaCoco raises guide but also only models a 10% tariff rate when in reality their combined tariff rate will be closer to 25% $COCO so @VitaCoco tell me more about how you came up with a 10% tariff Brazil just went back up to 40% https://t.co/tbq5DjpwhA $COCO so @VitaCoco tell me more about how you came up with a 10% tariff Brazil just went back up to 40% https://t.co/tbq5DjpwhA"  
[X Link](https://x.com/PD13158196/status/1951077624152989969)  2025-08-01T00:28Z [----] followers, [----] engagements


"Short $EWW (Mexico) on $MELI Print $MELI: Mexicos prior qtrs (i.e. Q2-24) Mexicos commerce segment grew 3035% YoY. Q2-25 15.2% YoY (growth was chopped in half) 1st tangible example the Mexican economy is slipping fast: - Tariffs - Lower Remittances - Immigration"  
[X Link](https://x.com/PD13158196/status/1952512472071409947)  2025-08-04T23:30Z [----] followers, [----] engagements


"$MGNI & $PUBM No $GOOGL breakup means @magnite & @PubMatic are about to get CRUSHED Short specially $MGNI BREAKING: Alphabet stock $GOOGL soars over +5% after a judge rules that the company will not have to sell Google Chrome. https://t.co/tlydbgOraL BREAKING: Alphabet stock $GOOGL soars over +5% after a judge rules that the company will not have to sell Google Chrome. https://t.co/tlydbgOraL"  
[X Link](https://x.com/PD13158196/status/1962976156279587306)  2025-09-02T20:29Z [----] followers, [----] engagements


"@kingdomcapadv @fabreres @ljp0101 @stoked_on_waves If thats the case doubt well learn who the secret bidder is On June 9th DOJ updated FCPA guidelines and key cases were re-opened incl the $CVGW probes by both DOJ & SEC The FCPA probe is just one of @calavo many dirty secrets. If/when they come out no one will touch them"  
[X Link](https://x.com/PD13158196/status/1964745342311874812)  2025-09-07T17:39Z [----] followers, [---] engagements


"$RELY Rough $RELY drops 7% post the announcement and launch their latest subscription services & innovations - Credit Monitoring - Identity Protection - Debit Card 🤡 Guess remittances arent paying the bills. Plus the mkt is already saturated with other crappy Fintechs 🚨 Happening in [--] mins Remitly Reimagine goes live at 2pm PT / 5pm ET streaming our first-ever product event direct from NYC. 🌐 Tune in to see whats next for financial services built for global life. 🎥 https://t.co/t0n7DRWOHU #RemitlyReimagine #FintechForGood https://t.co/PjZ5ikQ1uZ 🚨 Happening in [--] mins Remitly Reimagine"  
[X Link](https://x.com/PD13158196/status/1965906212035407920)  2025-09-10T22:32Z [----] followers, [----] engagements


"$RICK So did @RicksCEO delete his account or was he kicked out Mark @itsmarkmoran can you let me know when youre getting indicted Id really like to witness this great occasion. Ill even bring a wad of singles. PS: where are all my @RicksCabaret bulls @RicksCEO $RICK Very true [--] Entertainer doesnt tell the entire story. Any sample size must at least be [--] for it to qualify as Statistically Significant. The avg. CLASS ACTION LAWSUIT = [--] Members. IN THE LAST 5-10 YRS HOW MANY TIMES HAS $RICK BEEN SUED A quick google search says A LOT https://t.co/vr2RaU2jc7 @RicksCEO $RICK Very true 1"  
[X Link](https://x.com/PD13158196/status/1968089089699361071)  2025-09-16T23:06Z [----] followers, 24.3K engagements


"Another blow to remittances and one $RELY will feel more then other peers. @remitly largest markets: 1st Mexico: already cooked 2nd India: about to get cooked. https://www.wsj.com/politics/policy/trump-to-add-100-000-fee-to-h-1b-visas-e41ffe48st=RYajrx&reflink=article_copyURL_share https://www.wsj.com/politics/policy/trump-to-add-100-000-fee-to-h-1b-visas-e41ffe48st=RYajrx&reflink=article_copyURL_share"  
[X Link](https://x.com/PD13158196/status/1969479157563191359)  2025-09-20T19:09Z [----] followers, [---] engagements


"@UnicusResearch $CACC is the closest to TriColor looked in to it"  
[X Link](https://x.com/PD13158196/status/1973120425052758500)  2025-09-30T20:19Z [----] followers, [---] engagements


"I dedicate this one to one of my fav trolls This one for you @ROICAHOLIC76 YTD: $RELY 28% $WU 26% $EEFT 15% But even better artificially pumped and nepo ran $IDT has also lost most of its gains ( over 25% from its ATH) Rough day hu 🤡 Thank you for playing @PD13158196 hows the $IDT short looking now Remittance business on fire. @PD13158196 hows the $IDT short looking now Remittance business on fire"  
[X Link](https://x.com/PD13158196/status/1973148041453662319)  2025-09-30T22:08Z [----] followers, [----] engagements


"$MGNI Seems the lawsuits against $GOOGL arent going all that well ha @magnite is 22% in the last month or since $MGNIs CEO announced he was suing $GOOGL $MGNI is suing $GOOGL 🤡 Good luck @magnite growth banked $GOOGL would lose the antitrust lawsuit forcing them to breakup their ad business However LLMs will soon rollout Ad Based Subscriptions and $MGNI will be screwed again SHORT $MGNI https://t.co/TlpVXYBFm3 https://t.co/KgT0MLVjuB $MGNI is suing $GOOGL 🤡 Good luck @magnite growth banked $GOOGL would lose the antitrust lawsuit forcing them to breakup their ad business However LLMs will"  
[X Link](https://x.com/PD13158196/status/1973487011421102381)  2025-10-01T20:35Z [----] followers, [----] engagements


"@West4thCapital @VitaCoco @C2Ococonutwater Do some research as to how $COST operates. They only offer several branded options of the same product when a legacy option is getting the boot"  
[X Link](https://x.com/PD13158196/status/1982856885415096777)  2025-10-27T17:08Z [----] followers, [---] engagements


"@EdHammond19 @VitaCoco @C2Ococonutwater They wont be able to hide the fact $COST kicked kicked them out and wi most likely also loose the branded shelf space. 40-50% of sales come from multipacks It will hurt Plus the $WMT situation doesnt seem to be going too well either. Still stuck with 2-3 SKUs"  
[X Link](https://x.com/PD13158196/status/1982857589173223479)  2025-10-27T17:11Z [----] followers, [---] engagements


"@West4thCapital @VitaCoco @C2Ococonutwater For sure they are testing what works best. For $COST to offer [--] branded coconut water options plus [--] Kirkland options (plus each also carries [--] SKUs) this is an insane number of options for them. Specially for such a niche category"  
[X Link](https://x.com/PD13158196/status/1982858782876283154)  2025-10-27T17:15Z [----] followers, [---] engagements


"@roojoo3 Its an expensive stock and growth just tanked from 35% to 25%"  
[X Link](https://x.com/PD13158196/status/1986186560505614385)  2025-11-05T21:39Z [----] followers, [---] engagements


"@BrokenMoats Walled gardens will only pay $MGNI to handle leftovers that $AMZN & $TTD reject $MGNI is a low-margin utility not an engine of growth. STTD's OpenPath & $AMZN's DSP will ensure the best deals bypass $MGNI PS just wait until $WMT enters they are yet to flex Vizios acquisition"  
[X Link](https://x.com/PD13158196/status/1987865043623403604)  2025-11-10T12:48Z [----] followers, [---] engagements


"@BrokenMoats $MGNI "essential utility" defense is a perpetual war for pennies as every major platform is moving its high-margin dollars in-house ensuring Magnites best-case scenario is to be a low-growth fee capped cleanup crew for programmatic leftovers just as $PUBM has become"  
[X Link](https://x.com/PD13158196/status/1987865753836569039)  2025-11-10T12:51Z [----] followers, [---] engagements


"@alc2022 If so doesnt this go totally against your $DUOL bull case 🤡"  
[X Link](https://x.com/PD13158196/status/1989352557379190952)  2025-11-14T15:19Z [----] followers, [---] engagements


"@ACapitalLP $COCO considering it CPG overvalued in every possible metric"  
[X Link](https://x.com/PD13158196/status/1993444632827707876)  2025-11-25T22:20Z [----] followers, [---] engagements


"@TheRealBirnbaum Guess you didnt look hard enough or at all. Theres many bear calls on $DUOL when it traded above $500 including one of mine (05/24/25) price $517. PS: $DUOL will eventually rally but its eventual demise is a guarantee. Reminds me of @Shazam GPS Flashlight or GPS Apps. $DUOL AI FIRST🤡 @LuisvonAhn what does it even mean Real AI views on $DUOL The total Al co. label is laughable its a SaaS platform w a fancy Al sticker. Its a bold-faced lie to investors & users @grok @duolingo a glorified ChatGPT plugin behind a cartoon owl @OpenAl https://t.co/aD5xEkmXK5 $DUOL AI FIRST🤡"  
[X Link](https://x.com/PD13158196/status/2011299104249516137)  2026-01-14T04:47Z [----] followers, [---] engagements


"@alc2022 You literally started to buy $DUOL in mid [----] meaning at the top This means $DUOL needs to surge +200% just to break even. Then add the time cost opportunity. Bro you already lost and youre the only one who doesnt know or cant admit it"  
[X Link](https://x.com/PD13158196/status/2012982942276943914)  2026-01-18T20:18Z [----] followers, [---] engagements


"@TheRealBirnbaum Dude just download the $GOOGL translate app click on the Practice tab and play around. Its still in Beta development its free indefinite amount of time and unlike $DUOL its ran by one of the best A.I. Native platforms vs A.I. First marketing gimmick. Good luck"  
[X Link](https://x.com/PD13158196/status/2014467680510656659)  2026-01-22T22:38Z [----] followers, [---] engagements

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