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# ![@RoguishDavis Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1834023317721829376.png) @RoguishDavis PiecesOf789

PiecesOf789 posts on X about $xray, imo, $lkq, path of the most. They currently have XXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.

### Engagements: XXX [#](/creator/twitter::1834023317721829376/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1834023317721829376/c:line/m:interactions.svg)

- X Week XXXXX -XX%
- X Month XXXXXX +199%
- X Months XXXXXXX +1,690%
- X Year XXXXXXX +1,297%

### Mentions: XX [#](/creator/twitter::1834023317721829376/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1834023317721829376/c:line/m:posts_active.svg)

- X Week XXX no change
- X Month XXX +85%
- X Months XXXXX +614%
- X Year XXXXX +756%

### Followers: XXX [#](/creator/twitter::1834023317721829376/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1834023317721829376/c:line/m:followers.svg)

- X Week XXX +4.30%
- X Month XXX +15%
- X Months XXX +138%
- X Year XXX +12%

### CreatorRank: XXXXXXXXX [#](/creator/twitter::1834023317721829376/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1834023317721829376/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1834023317721829376/influence)
---

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

**Social topic influence**
[$xray](/topic/$xray) 1.16%, [imo](/topic/imo) #135, [$lkq](/topic/$lkq) #8, [path of](/topic/path-of) 0.77%, [ubs](/topic/ubs) 0.77%, [$cri](/topic/$cri) 0.77%, [$pl](/topic/$pl) 0.77%, [$atex](/topic/$atex) 0.39%, [$gtx](/topic/$gtx) 0.39%, [debt](/topic/debt) XXXX%

**Top accounts mentioned or mentioned by**
[@brianterry180](/creator/undefined) [@msbrinkman](/creator/undefined) [@calvinfroedge](/creator/undefined) [@firstsquawk](/creator/undefined) [@blacklioncta](/creator/undefined) [@greatmartis](/creator/undefined) [@kasdad](/creator/undefined) [@hedgefundinvest](/creator/undefined) [@mrderivatives](/creator/undefined) [@tierrapartners](/creator/undefined) [@chamath](/creator/undefined) [@88888saccount](/creator/undefined) [@qcapital2020](/creator/undefined) [@barbariancap](/creator/undefined) [@mikezaccardi](/creator/undefined) [@davidbcollum](/creator/undefined) [@srqfloridian](/creator/undefined) [@petenajarian](/creator/undefined) [@basedmikelee](/creator/undefined) [@longshorttrader](/creator/undefined)

**Top assets mentioned**
[DENTSPLY SIRONA Inc (XRAY)](/topic/$xray) [LKQ Corporation (LKQ)](/topic/$lkq) [Carter's Inc. (CRI)](/topic/$cri) [Planet Labs PBC (PL)](/topic/$pl) [Gigantix Wallet (GTX)](/topic/$gtx) [UBS Group AG (UBS)](/topic/$ubs) [CYCLEAN (CCL)](/topic/$ccl) [Crypterium (CRPT)](/topic/$crpt) [CVR ENERGY, INC. (CVI)](/topic/$cvi) [RELX PLC (RELX)](/topic/$relx) [RAMP (RAMP)](/topic/$ramp) [Bostrom (BOOT)](/topic/$boot) [Ailey (ALE)](/topic/$ale) [Janux Therapeutics, Inc. Common Stock (JANX)](/topic/$janx) [Fair Isaac, Corp. (FICO)](/topic/$fico) [Lincoln Electric Holdings Inc (LECO)](/topic/$leco) [Gaming and Leisure Properties, Inc. (GLPI)](/topic/$glpi) [National Retail Properties, Inc. (NNN)](/topic/$nnn) [PAC Protocol (PAC)](/topic/$pac) [WABnetwork (WAB)](/topic/$wab) [Qualys, Inc. Common Stock (QLYS)](/topic/$qlys) [Akamai Technologies, Inc. (AKAM)](/topic/$akam) [BlackLine, Inc. Common Stock (BL)](/topic/$bl) [Paylocity Holding, Corp. (PCTY)](/topic/$pcty) [Sealed Air Corp (SEE)](/topic/$see) [PKG Token (PKG)](/topic/$pkg) [Clorox Co (CLX)](/topic/$clx) [Korea Electric Power Corp (KEP)](/topic/$kep) [ThoreCoin (THR)](/topic/$thr) [Norwegian Cruise Line Holdings, Ltd. (NCLH)](/topic/$nclh) [Sherwin-Williams Co (SHW)](/topic/$shw) [Old Dominion Freight Line Inc (ODFL)](/topic/$odfl) [Schneider National, Inc. (SNDR)](/topic/$sndr) [Saia, Inc. (SAIA)](/topic/$saia) [ArcBest Corporation (ARCB)](/topic/$arcb) [Louisiana-Pacific Corp. (LPX)](/topic/$lpx) [Leonardo DRS, Inc. Common Stock (DRS)](/topic/$drs) [IDEX Corporation (IEX)](/topic/$iex) [WillScot Mobile Mini Holdings, Corp. (WSC)](/topic/$wsc) [Haemonetics Corporation (HAE)](/topic/$hae) [Hexcel Corporation (HXL)](/topic/$hxl) [Textron Inc. (TXT)](/topic/$txt) [Redwire Corporation (RDW)](/topic/$rdw) [Archer Aviation Inc. (ACHR)](/topic/$achr) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [Royal Caribbean Cruises Ltd (RCL)](/topic/$rcl) [Allegro MicroSystems, Inc. Common Stock (ALGM)](/topic/$algm) [APA Corp (US) (APA)](/topic/$apa) [Cirrus Logic Inc (CRUS)](/topic/$crus) [JBT Marel Corporation (JBTM)](/topic/$jbtm) [ENPRO INDUSTRIES (NPO)](/topic/$npo) [NetApp Inc. (NTAP)](/topic/$ntap) [Oshkosh Corp. (OSK)](/topic/$osk) [Rambus Inc (RMBS)](/topic/$rmbs) [TTM Technologies Inc (TTMI)](/topic/$ttmi) [Watts Water Technologies, Inc. Class A (WTS)](/topic/$wts) [The Buckle, Inc. (BKE)](/topic/$bke) [APi Group Corporation (APG)](/topic/$apg) [Granite Construction Inc. (GVA)](/topic/$gva) [Flywire Corporation Voting Common Stock (FLYW)](/topic/$flyw) [CyberArk Software Ltd. (CYBR)](/topic/$cybr) [Avery Dennison Corp (AVY)](/topic/$avy) [CME Group Inc (CME)](/topic/$cme) [EQT, Corp. (EQT)](/topic/$eqt) [Freeport-McMoRan Inc (FCX)](/topic/$fcx) [Goosehead Insurance, Inc. Class A Common Stock (GSHD)](/topic/$gshd) [Smurfit WestRock plc (SW)](/topic/$sw) [Alkermes Inc. plc (ALKS)](/topic/$alks) [Sonic Automotive, Inc. (SAH)](/topic/$sah) [Unifirst Corp (UNF)](/topic/$unf) [Ethlas (ELS)](/topic/$els)
### Top Social Posts [#](/creator/twitter::1834023317721829376/posts)
---
Top posts by engagements in the last XX hours

"we have not bought any $ATEX yet . and were busy today . going to buy a starter this week at some point "  
[X Link](https://x.com/RoguishDavis/status/1962972635698024716) [@RoguishDavis](/creator/x/RoguishDavis) 2025-09-02T20:15Z XXX followers, XXX engagements


"$GTX technicals rolling over; personally I wld never short an 8x ebitda company at less than 3x turns on debt and a 4x int coverage . if I were Merchant Banking I wld u/w more and think about take-outs / take privates. Only so much time in this life however "  
[X Link](https://x.com/RoguishDavis/status/1978036316752204142) [@RoguishDavis](/creator/x/RoguishDavis) 2025-10-14T09:53Z XXX followers, XX engagements


"$LKQ we flagged this on Sep1'25 . we still hold the same / similar opinion . some accumul. here. ppl do not seem very concerned about this price and situation . cap structure fine imo . thinly covered. ADD"  
[X Link](https://x.com/RoguishDavis/status/1975174260738924546) [@RoguishDavis](/creator/x/RoguishDavis) 2025-10-06T12:20Z XXX followers, XXX engagements


"$UBS technicals broken. Reports Oct29'25"  
[X Link](https://x.com/RoguishDavis/status/1978713015316087101) [@RoguishDavis](/creator/x/RoguishDavis) 2025-10-16T06:42Z XXX followers, XX engagements


"we closed our short in $CCL here; we were playing for XX . close enough"  
[X Link](https://x.com/RoguishDavis/status/1978903961173127538) [@RoguishDavis](/creator/x/RoguishDavis) 2025-10-16T19:20Z XXX followers, XX engagements


"$CRPT probably 1/2 way there absent a BoJ QT-Nikkei or AprTariffTantrum like event "  
[X Link](https://x.com/RoguishDavis/status/1952001671246078191) [@RoguishDavis](/creator/x/RoguishDavis) 2025-08-03T13:40Z XXX followers, XX engagements


"$CVI we flagged this in Jul for a fantastic drawdown . now here same call: headed for another drawdown off the double bottom breakdown"  
[X Link](https://x.com/RoguishDavis/status/1979054753263849670) [@RoguishDavis](/creator/x/RoguishDavis) 2025-10-17T05:19Z XXX followers, XX engagements


"$RELX Value valued + Technically broken "  
[X Link](https://x.com/RoguishDavis/status/1935642020984320315) [@RoguishDavis](/creator/x/RoguishDavis) 2025-06-19T10:13Z XXX followers, XXX engagements


"$LKQ Price and entry good for us. ADD"  
[X Link](https://x.com/RoguishDavis/status/1962515316891701255) [@RoguishDavis](/creator/x/RoguishDavis) 2025-09-01T13:58Z XXX followers, XXX engagements


"$RAMP is bid. Higher lows. Shld see 30+ imo "  
[X Link](https://x.com/RoguishDavis/status/1969337739351822640) [@RoguishDavis](/creator/x/RoguishDavis) 2025-09-20T09:48Z XXX followers, XXX engagements


"$BOOT seems expensive to me; why does UBS luv this so much"  
[X Link](https://x.com/RoguishDavis/status/1970060813663645887) [@RoguishDavis](/creator/x/RoguishDavis) 2025-09-22T09:41Z XXX followers, XXX engagements


"$ALE trading like the CPP deal leaked . SEC hm don't you think"  
[X Link](https://x.com/RoguishDavis/status/1974343656149840256) [@RoguishDavis](/creator/x/RoguishDavis) 2025-10-04T05:19Z XXX followers, XX engagements


"$JANX $XX net cash XX% float short here. Sellside supporting. $400m raise was @ XX. Tax sale loss hold this down likely through YE provided no news catalysts. cc @msbrinkman NVS Roche MRK etc. decl. immuno revs"  
[X Link](https://x.com/RoguishDavis/status/1977870777119629732) [@RoguishDavis](/creator/x/RoguishDavis) 2025-10-13T22:55Z XXX followers, XXX engagements


"$PONY Bearish Triangle Breakdown . I don't know what to think. Quite the banking syndicate on the IPO . Equity Research pretty silent . Chung sees upside . what about: Gong Wang Hsun Lee Chang"  
[X Link](https://x.com/RoguishDavis/status/1979057454324256968) [@RoguishDavis](/creator/x/RoguishDavis) 2025-10-17T05:30Z XXX followers, XX engagements


"$FICO is the recent change in pricing a potential Anti-trust issue . company is an FCF machine; BUT the multiple . I don't like it at this price too risky"  
[X Link](https://x.com/RoguishDavis/status/1979062336531902611) [@RoguishDavis](/creator/x/RoguishDavis) 2025-10-17T05:50Z XXX followers, XXX engagements


"$LECO MS @ 180; seems like next XX% down pretty easy $$ here"  
[X Link](https://x.com/RoguishDavis/status/1947426782963241006) [@RoguishDavis](/creator/x/RoguishDavis) 2025-07-21T22:41Z XXX followers, XXX engagements


"$GLPI is a rate product NNN; like $NNN (different subsector). No reason to rush in here. Should come in some "  
[X Link](https://x.com/RoguishDavis/status/1948120008313458887) [@RoguishDavis](/creator/x/RoguishDavis) 2025-07-23T20:36Z XXX followers, XXX engagements


"$PAC we are still of the opinion that this is overvalued and headed lower"  
[X Link](https://x.com/RoguishDavis/status/1948364265762505106) [@RoguishDavis](/creator/x/RoguishDavis) 2025-07-24T12:46Z XXX followers, XXX engagements


"$WAB lost the 200dMA "  
[X Link](https://x.com/RoguishDavis/status/1950633141493989428) [@RoguishDavis](/creator/x/RoguishDavis) 2025-07-30T19:02Z XXX followers, XXX engagements


"$QLYS there's no way to know really. imo"  
[X Link](https://x.com/RoguishDavis/status/1952650675797508158) [@RoguishDavis](/creator/x/RoguishDavis) 2025-08-05T08:39Z XXX followers, XXX engagements


"we bought $X worth of $AKAM earlier today to open"  
[X Link](https://x.com/RoguishDavis/status/1953524243653640434) [@RoguishDavis](/creator/x/RoguishDavis) 2025-08-07T18:30Z XXX followers, XXX engagements


"$BL gettin' punk'd today . I was reading about S&Ps use of AI to close their ledgers / auto-reconciliation; effectively in certain regard what BL does filling a software gap . and this was pretty unbelievable:"  
[X Link](https://x.com/RoguishDavis/status/1953528712294502706) [@RoguishDavis](/creator/x/RoguishDavis) 2025-08-07T18:48Z XXX followers, XXX engagements


"$PCTY looks pretty good to me. may open"  
[X Link](https://x.com/RoguishDavis/status/1954600459739533338) [@RoguishDavis](/creator/x/RoguishDavis) 2025-08-10T17:47Z XXX followers, XXX engagements


"$XRAY UBS wants you to own this good value here imo"  
[X Link](https://x.com/RoguishDavis/status/1957996301221560557) [@RoguishDavis](/creator/x/RoguishDavis) 2025-08-20T02:41Z XXX followers, XXX engagements


"$SEE not too late imo; sellside a little luv 4them yet. Priced fine on ebitda imo. Compare to $PKG where Street not as bullish; and trading at a premium to $SEE "  
[X Link](https://x.com/RoguishDavis/status/1959407985119150177) [@RoguishDavis](/creator/x/RoguishDavis) 2025-08-24T00:10Z XXX followers, XXX engagements


"$CLX is bid; 4me I dont see the Covid HypoScare Premium returning; and this is a lvl where it shld consolidate imo. It cld run; but Im not comfortable riding. If youre in imo buy-write monthly covered calls rinse repeat"  
[X Link](https://x.com/RoguishDavis/status/1964212110805651883) [@RoguishDavis](/creator/x/RoguishDavis) 2025-09-06T06:20Z XXX followers, XXX engagements


"$KEP no divvy no way. air pocket cuts like a knife. #sell"  
[X Link](https://x.com/RoguishDavis/status/1969162270409105759) [@RoguishDavis](/creator/x/RoguishDavis) 2025-09-19T22:10Z XXX followers, XX engagements


"$THR looks like a range bound slow down channel name; 1/6 size to open (or flag for lower entry bottom of range); higher lows; add on a bull pullback imo; decent sellside support"  
[X Link](https://x.com/RoguishDavis/status/1969350574148636904) [@RoguishDavis](/creator/x/RoguishDavis) 2025-09-20T10:39Z XXX followers, XX engagements


"$NCLH doesn't rally seem that profitable to me y/n . i think this lvl will not hold myself "  
[X Link](https://x.com/RoguishDavis/status/1970107813587267876) [@RoguishDavis](/creator/x/RoguishDavis) 2025-09-22T12:48Z XXX followers, XXX engagements


"$SHW oversold . one of those names I'd pay 8-14x for. so much much much much much much lower than here "  
[X Link](https://x.com/RoguishDavis/status/1972061003145007443) [@RoguishDavis](/creator/x/RoguishDavis) 2025-09-27T22:09Z XXX followers, XX engagements


"Been a rough year for Trucking . $ODFL $WERN $SNDR $SAIA $ARCB . we like $WERN but will be held down as '25 tax loss sale should be better in '26 . consider as the long side of a pair imho"  
[X Link](https://x.com/RoguishDavis/status/1972371764346044918) [@RoguishDavis](/creator/x/RoguishDavis) 2025-09-28T18:44Z XXX followers, XX engagements


"$LPX is bid. Seems like products very easily able to pass off increasing input prices on to its customers . XXX seems very achievable . if not more"  
[X Link](https://x.com/RoguishDavis/status/1973520324730953926) [@RoguishDavis](/creator/x/RoguishDavis) 2025-10-01T22:48Z XXX followers, XX engagements


"$XRAY we have not opened here; we are going to open tomorrow"  
[X Link](https://x.com/RoguishDavis/status/1973523064219640281) [@RoguishDavis](/creator/x/RoguishDavis) 2025-10-01T22:58Z XXX followers, XX engagements


"$MLCO appears to have technical issues; fundamentally not terrible. might present an opp for future entry. No reason to short up here imo"  
[X Link](https://x.com/RoguishDavis/status/1973982493557899509) [@RoguishDavis](/creator/x/RoguishDavis) 2025-10-03T05:24Z XXX followers, XX engagements


"$DRS MS and JPM aren't exactly pounding the table here. Personally I see absolutely ZERO reason to own this at this price; but probably remains elevated for longer. A lot of these co's shld be priced inside of LMT . this WAY WAY WAY too expensive imo"  
[X Link](https://x.com/RoguishDavis/status/1973986397351784655) [@RoguishDavis](/creator/x/RoguishDavis) 2025-10-03T05:40Z XXX followers, XXX engagements


"$CRI Street not super enthused here . I see another 10-20% upside myself s/t to m/t; but all the noise abt input pricing; consumer health etc. means need to do a little dd . historically cheap-ish here on sales and book"  
[X Link](https://x.com/RoguishDavis/status/1974341799058760044) [@RoguishDavis](/creator/x/RoguishDavis) 2025-10-04T05:12Z XXX followers, XX engagements


"$IEX is bid . for me I think this cld likely end up being midrange of a new range; and '24 levels aren't coming back . so I am a pass myself"  
[X Link](https://x.com/RoguishDavis/status/1974348234639425670) [@RoguishDavis](/creator/x/RoguishDavis) 2025-10-04T05:37Z XXX followers, XX engagements


"$WSC Street pretty split here . I am bullish on the name; add 20/22 . lighten up 28/30 and perhaps upside back to '24 levels "  
[X Link](https://x.com/RoguishDavis/status/1974349228588908803) [@RoguishDavis](/creator/x/RoguishDavis) 2025-10-04T05:41Z XXX followers, XX engagements


"$HAE I like this price and lvl myself; I'd call JPM to play devil's advocate. Seems like a good price as a takeout here too imo"  
[X Link](https://x.com/RoguishDavis/status/1974743208866546108) [@RoguishDavis](/creator/x/RoguishDavis) 2025-10-05T07:47Z XXX followers, XX engagements


"$XRAY remains bid; we did open a small starter position this week ($1 worth)"  
[X Link](https://x.com/RoguishDavis/status/1974746350391837060) [@RoguishDavis](/creator/x/RoguishDavis) 2025-10-05T07:59Z XXX followers, XX engagements


"WELL with some geopol disrisking . WHAT WILL HAPPEN TO Aerospace Highfliers this week $HXL $EVEX $TXT $RDW $UNR $ACHR $RCAT $BSKY $RKLB $PL What bubble Where"  
[X Link](https://x.com/RoguishDavis/status/1975170322165891087) [@RoguishDavis](/creator/x/RoguishDavis) 2025-10-06T12:04Z XXX followers, XXX engagements


"$PRCH . not willing to bottom call this . no sir"  
[X Link](https://x.com/RoguishDavis/status/1976377908974465434) [@RoguishDavis](/creator/x/RoguishDavis) 2025-10-09T20:03Z XXX followers, XX engagements


"$RCL Descending TRIPLE BOTTOM Breakdown Oct7'25"  
[X Link](https://x.com/RoguishDavis/status/1976400422240911404) [@RoguishDavis](/creator/x/RoguishDavis) 2025-10-09T21:32Z XXX followers, XXX engagements


"$ALGM definitely not buying this but probably better shorts"  
[X Link](https://x.com/RoguishDavis/status/1977003011793994139) [@RoguishDavis](/creator/x/RoguishDavis) 2025-10-11T13:27Z XXX followers, XX engagements


"$APA Goldman sells STRONG SELL . even if they say SELL or Hold should we listen probably yes"  
[X Link](https://x.com/RoguishDavis/status/1977003334499524676) [@RoguishDavis](/creator/x/RoguishDavis) 2025-10-11T13:28Z XXX followers, XX engagements


"$CRUS . we did not get our entry SHORT until Friday. Finally"  
[X Link](https://x.com/RoguishDavis/status/1977004935150813329) [@RoguishDavis](/creator/x/RoguishDavis) 2025-10-11T13:34Z XXX followers, XX engagements


"$NPO at least XX% too rich up here imo "  
[X Link](https://x.com/RoguishDavis/status/1977015343395844278) [@RoguishDavis](/creator/x/RoguishDavis) 2025-10-11T14:16Z XXX followers, XX engagements


"$NTAP not a terrible price; but you don't have the sellside pounding the table here; for those that write: well OTM c atm perhaps"  
[X Link](https://x.com/RoguishDavis/status/1977016533252763969) [@RoguishDavis](/creator/x/RoguishDavis) 2025-10-11T14:20Z XXX followers, XX engagements


"$OSK not a good entry . so wait and see"  
[X Link](https://x.com/RoguishDavis/status/1977016996622745954) [@RoguishDavis](/creator/x/RoguishDavis) 2025-10-11T14:22Z XXX followers, XX engagements


"$RMBS 50dMA support will be tested here in the s/t . who will step up sellside all lathered up on this name . -Mkt Momentum -Sector Momentum -Industry Momentum -Issuer Momentum . not a good technical make-up"  
[X Link](https://x.com/RoguishDavis/status/1977018048847712638) [@RoguishDavis](/creator/x/RoguishDavis) 2025-10-11T14:26Z XXX followers, XX engagements


"$WTS not a good entry here but worth underwriting imo for a better entry . technicals roll down may present value a little lower. Move up wasn't unjustified imo. Unlikely to pierce the 200dMA"  
[X Link](https://x.com/RoguishDavis/status/1977022734623465507) [@RoguishDavis](/creator/x/RoguishDavis) 2025-10-11T14:45Z XXX followers, XX engagements


"$WLDN I fail to see the bull case (on the surface) here. path of least resistance seems lower . and labor weakening consumer weakening. tale of two Americas emerging . after earnings companies make their hiring '26 plans . so not playing for UPSIDE on names like this"  
[X Link](https://x.com/RoguishDavis/status/1977125683563241776) [@RoguishDavis](/creator/x/RoguishDavis) 2025-10-11T21:34Z XXX followers, XX engagements


"$APG Barclays and JPM really bump'd P/Ts . and why call them or grab the p/t increase research piece . for me: old support = new resistance not sure what the bull case is but important to find out and vet before playing for all that air underneath to next support"  
[X Link](https://x.com/RoguishDavis/status/1977126972280144025) [@RoguishDavis](/creator/x/RoguishDavis) 2025-10-11T21:39Z XXX followers, XX engagements


"$GVA call GS . if they say SELL on this name; RIDE"  
[X Link](https://x.com/RoguishDavis/status/1977129289150820819) [@RoguishDavis](/creator/x/RoguishDavis) 2025-10-11T21:48Z XXX followers, XX engagements


"$FLYW operating margins have NEVER been there. Sellside not sold themselves why shld u be (rhetorical)"  
[X Link](https://x.com/RoguishDavis/status/1978039847710236905) [@RoguishDavis](/creator/x/RoguishDavis) 2025-10-14T10:07Z XXX followers, XX engagements


"$CYBR . not here not now"  
[X Link](https://x.com/RoguishDavis/status/1978732896773911023) [@RoguishDavis](/creator/x/RoguishDavis) 2025-10-16T08:01Z XXX followers, XX engagements


"Earnings Oct20 - Oct24'25 * XXX of the XXX companies are showing Trendline Resistance XX% of the co's -MoMo XX% of the co's +MoMo"  
[X Link](https://x.com/RoguishDavis/status/1979001916932673959) [@RoguishDavis](/creator/x/RoguishDavis) 2025-10-17T01:49Z XXX followers, XX engagements


"Channel Down $AVY $CME $CRI $ELS $EQT $FCX $FVCB $GSHD $GTY $HFWA $MOFG $MTDR $PEBO $PG $PINE $RHI $SW $UVSP $VRE $WCN $WH Triangle Descending $ALKS $BFST $CASH $CLB $ISRG $KNSL $OCFC $ONB $PCB $PECO $PMT $SAH $SMMT $SRCE $UNF $WH $WTBA"  
[X Link](https://x.com/RoguishDavis/status/1979001919487062266) [@RoguishDavis](/creator/x/RoguishDavis) 2025-10-17T01:50Z XXX followers, XX engagements


"$SIFY no reason to short this ahead of earnings on Oct21'25; most of us have absolutely no insight into CHENNAI. Too risky to short imo despite the negatives"  
[X Link](https://x.com/RoguishDavis/status/1979058996251070785) [@RoguishDavis](/creator/x/RoguishDavis) 2025-10-17T05:36Z XXX followers, XXX engagements


"$PL there must be a reason this has less than XX% inst'l ownership and high short interest. Classic Double Bottom Breakdown. Day of reckoning has arrived"  
[X Link](https://x.com/RoguishDavis/status/1979064834172780602) [@RoguishDavis](/creator/x/RoguishDavis) 2025-10-17T06:00Z XXX followers, XXX engagements

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@RoguishDavis Avatar @RoguishDavis PiecesOf789

PiecesOf789 posts on X about $xray, imo, $lkq, path of the most. They currently have XXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.

Engagements: XXX #

Engagements Line Chart

  • X Week XXXXX -XX%
  • X Month XXXXXX +199%
  • X Months XXXXXXX +1,690%
  • X Year XXXXXXX +1,297%

Mentions: XX #

Mentions Line Chart

  • X Week XXX no change
  • X Month XXX +85%
  • X Months XXXXX +614%
  • X Year XXXXX +756%

Followers: XXX #

Followers Line Chart

  • X Week XXX +4.30%
  • X Month XXX +15%
  • X Months XXX +138%
  • X Year XXX +12%

CreatorRank: XXXXXXXXX #

CreatorRank Line Chart

Social Influence #


Social category influence stocks XXXX% cryptocurrencies XXXX% finance XXXX% fashion brands XXXX%

Social topic influence $xray 1.16%, imo #135, $lkq #8, path of 0.77%, ubs 0.77%, $cri 0.77%, $pl 0.77%, $atex 0.39%, $gtx 0.39%, debt XXXX%

Top accounts mentioned or mentioned by @brianterry180 @msbrinkman @calvinfroedge @firstsquawk @blacklioncta @greatmartis @kasdad @hedgefundinvest @mrderivatives @tierrapartners @chamath @88888saccount @qcapital2020 @barbariancap @mikezaccardi @davidbcollum @srqfloridian @petenajarian @basedmikelee @longshorttrader

Top assets mentioned DENTSPLY SIRONA Inc (XRAY) LKQ Corporation (LKQ) Carter's Inc. (CRI) Planet Labs PBC (PL) Gigantix Wallet (GTX) UBS Group AG (UBS) CYCLEAN (CCL) Crypterium (CRPT) CVR ENERGY, INC. (CVI) RELX PLC (RELX) RAMP (RAMP) Bostrom (BOOT) Ailey (ALE) Janux Therapeutics, Inc. Common Stock (JANX) Fair Isaac, Corp. (FICO) Lincoln Electric Holdings Inc (LECO) Gaming and Leisure Properties, Inc. (GLPI) National Retail Properties, Inc. (NNN) PAC Protocol (PAC) WABnetwork (WAB) Qualys, Inc. Common Stock (QLYS) Akamai Technologies, Inc. (AKAM) BlackLine, Inc. Common Stock (BL) Paylocity Holding, Corp. (PCTY) Sealed Air Corp (SEE) PKG Token (PKG) Clorox Co (CLX) Korea Electric Power Corp (KEP) ThoreCoin (THR) Norwegian Cruise Line Holdings, Ltd. (NCLH) Sherwin-Williams Co (SHW) Old Dominion Freight Line Inc (ODFL) Schneider National, Inc. (SNDR) Saia, Inc. (SAIA) ArcBest Corporation (ARCB) Louisiana-Pacific Corp. (LPX) Leonardo DRS, Inc. Common Stock (DRS) IDEX Corporation (IEX) WillScot Mobile Mini Holdings, Corp. (WSC) Haemonetics Corporation (HAE) Hexcel Corporation (HXL) Textron Inc. (TXT) Redwire Corporation (RDW) Archer Aviation Inc. (ACHR) Rocket Lab USA, Inc. Common Stock (RKLB) Royal Caribbean Cruises Ltd (RCL) Allegro MicroSystems, Inc. Common Stock (ALGM) APA Corp (US) (APA) Cirrus Logic Inc (CRUS) JBT Marel Corporation (JBTM) ENPRO INDUSTRIES (NPO) NetApp Inc. (NTAP) Oshkosh Corp. (OSK) Rambus Inc (RMBS) TTM Technologies Inc (TTMI) Watts Water Technologies, Inc. Class A (WTS) The Buckle, Inc. (BKE) APi Group Corporation (APG) Granite Construction Inc. (GVA) Flywire Corporation Voting Common Stock (FLYW) CyberArk Software Ltd. (CYBR) Avery Dennison Corp (AVY) CME Group Inc (CME) EQT, Corp. (EQT) Freeport-McMoRan Inc (FCX) Goosehead Insurance, Inc. Class A Common Stock (GSHD) Smurfit WestRock plc (SW) Alkermes Inc. plc (ALKS) Sonic Automotive, Inc. (SAH) Unifirst Corp (UNF) Ethlas (ELS)

Top Social Posts #


Top posts by engagements in the last XX hours

"we have not bought any $ATEX yet . and were busy today . going to buy a starter this week at some point "
X Link @RoguishDavis 2025-09-02T20:15Z XXX followers, XXX engagements

"$GTX technicals rolling over; personally I wld never short an 8x ebitda company at less than 3x turns on debt and a 4x int coverage . if I were Merchant Banking I wld u/w more and think about take-outs / take privates. Only so much time in this life however "
X Link @RoguishDavis 2025-10-14T09:53Z XXX followers, XX engagements

"$LKQ we flagged this on Sep1'25 . we still hold the same / similar opinion . some accumul. here. ppl do not seem very concerned about this price and situation . cap structure fine imo . thinly covered. ADD"
X Link @RoguishDavis 2025-10-06T12:20Z XXX followers, XXX engagements

"$UBS technicals broken. Reports Oct29'25"
X Link @RoguishDavis 2025-10-16T06:42Z XXX followers, XX engagements

"we closed our short in $CCL here; we were playing for XX . close enough"
X Link @RoguishDavis 2025-10-16T19:20Z XXX followers, XX engagements

"$CRPT probably 1/2 way there absent a BoJ QT-Nikkei or AprTariffTantrum like event "
X Link @RoguishDavis 2025-08-03T13:40Z XXX followers, XX engagements

"$CVI we flagged this in Jul for a fantastic drawdown . now here same call: headed for another drawdown off the double bottom breakdown"
X Link @RoguishDavis 2025-10-17T05:19Z XXX followers, XX engagements

"$RELX Value valued + Technically broken "
X Link @RoguishDavis 2025-06-19T10:13Z XXX followers, XXX engagements

"$LKQ Price and entry good for us. ADD"
X Link @RoguishDavis 2025-09-01T13:58Z XXX followers, XXX engagements

"$RAMP is bid. Higher lows. Shld see 30+ imo "
X Link @RoguishDavis 2025-09-20T09:48Z XXX followers, XXX engagements

"$BOOT seems expensive to me; why does UBS luv this so much"
X Link @RoguishDavis 2025-09-22T09:41Z XXX followers, XXX engagements

"$ALE trading like the CPP deal leaked . SEC hm don't you think"
X Link @RoguishDavis 2025-10-04T05:19Z XXX followers, XX engagements

"$JANX $XX net cash XX% float short here. Sellside supporting. $400m raise was @ XX. Tax sale loss hold this down likely through YE provided no news catalysts. cc @msbrinkman NVS Roche MRK etc. decl. immuno revs"
X Link @RoguishDavis 2025-10-13T22:55Z XXX followers, XXX engagements

"$PONY Bearish Triangle Breakdown . I don't know what to think. Quite the banking syndicate on the IPO . Equity Research pretty silent . Chung sees upside . what about: Gong Wang Hsun Lee Chang"
X Link @RoguishDavis 2025-10-17T05:30Z XXX followers, XX engagements

"$FICO is the recent change in pricing a potential Anti-trust issue . company is an FCF machine; BUT the multiple . I don't like it at this price too risky"
X Link @RoguishDavis 2025-10-17T05:50Z XXX followers, XXX engagements

"$LECO MS @ 180; seems like next XX% down pretty easy $$ here"
X Link @RoguishDavis 2025-07-21T22:41Z XXX followers, XXX engagements

"$GLPI is a rate product NNN; like $NNN (different subsector). No reason to rush in here. Should come in some "
X Link @RoguishDavis 2025-07-23T20:36Z XXX followers, XXX engagements

"$PAC we are still of the opinion that this is overvalued and headed lower"
X Link @RoguishDavis 2025-07-24T12:46Z XXX followers, XXX engagements

"$WAB lost the 200dMA "
X Link @RoguishDavis 2025-07-30T19:02Z XXX followers, XXX engagements

"$QLYS there's no way to know really. imo"
X Link @RoguishDavis 2025-08-05T08:39Z XXX followers, XXX engagements

"we bought $X worth of $AKAM earlier today to open"
X Link @RoguishDavis 2025-08-07T18:30Z XXX followers, XXX engagements

"$BL gettin' punk'd today . I was reading about S&Ps use of AI to close their ledgers / auto-reconciliation; effectively in certain regard what BL does filling a software gap . and this was pretty unbelievable:"
X Link @RoguishDavis 2025-08-07T18:48Z XXX followers, XXX engagements

"$PCTY looks pretty good to me. may open"
X Link @RoguishDavis 2025-08-10T17:47Z XXX followers, XXX engagements

"$XRAY UBS wants you to own this good value here imo"
X Link @RoguishDavis 2025-08-20T02:41Z XXX followers, XXX engagements

"$SEE not too late imo; sellside a little luv 4them yet. Priced fine on ebitda imo. Compare to $PKG where Street not as bullish; and trading at a premium to $SEE "
X Link @RoguishDavis 2025-08-24T00:10Z XXX followers, XXX engagements

"$CLX is bid; 4me I dont see the Covid HypoScare Premium returning; and this is a lvl where it shld consolidate imo. It cld run; but Im not comfortable riding. If youre in imo buy-write monthly covered calls rinse repeat"
X Link @RoguishDavis 2025-09-06T06:20Z XXX followers, XXX engagements

"$KEP no divvy no way. air pocket cuts like a knife. #sell"
X Link @RoguishDavis 2025-09-19T22:10Z XXX followers, XX engagements

"$THR looks like a range bound slow down channel name; 1/6 size to open (or flag for lower entry bottom of range); higher lows; add on a bull pullback imo; decent sellside support"
X Link @RoguishDavis 2025-09-20T10:39Z XXX followers, XX engagements

"$NCLH doesn't rally seem that profitable to me y/n . i think this lvl will not hold myself "
X Link @RoguishDavis 2025-09-22T12:48Z XXX followers, XXX engagements

"$SHW oversold . one of those names I'd pay 8-14x for. so much much much much much much lower than here "
X Link @RoguishDavis 2025-09-27T22:09Z XXX followers, XX engagements

"Been a rough year for Trucking . $ODFL $WERN $SNDR $SAIA $ARCB . we like $WERN but will be held down as '25 tax loss sale should be better in '26 . consider as the long side of a pair imho"
X Link @RoguishDavis 2025-09-28T18:44Z XXX followers, XX engagements

"$LPX is bid. Seems like products very easily able to pass off increasing input prices on to its customers . XXX seems very achievable . if not more"
X Link @RoguishDavis 2025-10-01T22:48Z XXX followers, XX engagements

"$XRAY we have not opened here; we are going to open tomorrow"
X Link @RoguishDavis 2025-10-01T22:58Z XXX followers, XX engagements

"$MLCO appears to have technical issues; fundamentally not terrible. might present an opp for future entry. No reason to short up here imo"
X Link @RoguishDavis 2025-10-03T05:24Z XXX followers, XX engagements

"$DRS MS and JPM aren't exactly pounding the table here. Personally I see absolutely ZERO reason to own this at this price; but probably remains elevated for longer. A lot of these co's shld be priced inside of LMT . this WAY WAY WAY too expensive imo"
X Link @RoguishDavis 2025-10-03T05:40Z XXX followers, XXX engagements

"$CRI Street not super enthused here . I see another 10-20% upside myself s/t to m/t; but all the noise abt input pricing; consumer health etc. means need to do a little dd . historically cheap-ish here on sales and book"
X Link @RoguishDavis 2025-10-04T05:12Z XXX followers, XX engagements

"$IEX is bid . for me I think this cld likely end up being midrange of a new range; and '24 levels aren't coming back . so I am a pass myself"
X Link @RoguishDavis 2025-10-04T05:37Z XXX followers, XX engagements

"$WSC Street pretty split here . I am bullish on the name; add 20/22 . lighten up 28/30 and perhaps upside back to '24 levels "
X Link @RoguishDavis 2025-10-04T05:41Z XXX followers, XX engagements

"$HAE I like this price and lvl myself; I'd call JPM to play devil's advocate. Seems like a good price as a takeout here too imo"
X Link @RoguishDavis 2025-10-05T07:47Z XXX followers, XX engagements

"$XRAY remains bid; we did open a small starter position this week ($1 worth)"
X Link @RoguishDavis 2025-10-05T07:59Z XXX followers, XX engagements

"WELL with some geopol disrisking . WHAT WILL HAPPEN TO Aerospace Highfliers this week $HXL $EVEX $TXT $RDW $UNR $ACHR $RCAT $BSKY $RKLB $PL What bubble Where"
X Link @RoguishDavis 2025-10-06T12:04Z XXX followers, XXX engagements

"$PRCH . not willing to bottom call this . no sir"
X Link @RoguishDavis 2025-10-09T20:03Z XXX followers, XX engagements

"$RCL Descending TRIPLE BOTTOM Breakdown Oct7'25"
X Link @RoguishDavis 2025-10-09T21:32Z XXX followers, XXX engagements

"$ALGM definitely not buying this but probably better shorts"
X Link @RoguishDavis 2025-10-11T13:27Z XXX followers, XX engagements

"$APA Goldman sells STRONG SELL . even if they say SELL or Hold should we listen probably yes"
X Link @RoguishDavis 2025-10-11T13:28Z XXX followers, XX engagements

"$CRUS . we did not get our entry SHORT until Friday. Finally"
X Link @RoguishDavis 2025-10-11T13:34Z XXX followers, XX engagements

"$NPO at least XX% too rich up here imo "
X Link @RoguishDavis 2025-10-11T14:16Z XXX followers, XX engagements

"$NTAP not a terrible price; but you don't have the sellside pounding the table here; for those that write: well OTM c atm perhaps"
X Link @RoguishDavis 2025-10-11T14:20Z XXX followers, XX engagements

"$OSK not a good entry . so wait and see"
X Link @RoguishDavis 2025-10-11T14:22Z XXX followers, XX engagements

"$RMBS 50dMA support will be tested here in the s/t . who will step up sellside all lathered up on this name . -Mkt Momentum -Sector Momentum -Industry Momentum -Issuer Momentum . not a good technical make-up"
X Link @RoguishDavis 2025-10-11T14:26Z XXX followers, XX engagements

"$WTS not a good entry here but worth underwriting imo for a better entry . technicals roll down may present value a little lower. Move up wasn't unjustified imo. Unlikely to pierce the 200dMA"
X Link @RoguishDavis 2025-10-11T14:45Z XXX followers, XX engagements

"$WLDN I fail to see the bull case (on the surface) here. path of least resistance seems lower . and labor weakening consumer weakening. tale of two Americas emerging . after earnings companies make their hiring '26 plans . so not playing for UPSIDE on names like this"
X Link @RoguishDavis 2025-10-11T21:34Z XXX followers, XX engagements

"$APG Barclays and JPM really bump'd P/Ts . and why call them or grab the p/t increase research piece . for me: old support = new resistance not sure what the bull case is but important to find out and vet before playing for all that air underneath to next support"
X Link @RoguishDavis 2025-10-11T21:39Z XXX followers, XX engagements

"$GVA call GS . if they say SELL on this name; RIDE"
X Link @RoguishDavis 2025-10-11T21:48Z XXX followers, XX engagements

"$FLYW operating margins have NEVER been there. Sellside not sold themselves why shld u be (rhetorical)"
X Link @RoguishDavis 2025-10-14T10:07Z XXX followers, XX engagements

"$CYBR . not here not now"
X Link @RoguishDavis 2025-10-16T08:01Z XXX followers, XX engagements

"Earnings Oct20 - Oct24'25 * XXX of the XXX companies are showing Trendline Resistance XX% of the co's -MoMo XX% of the co's +MoMo"
X Link @RoguishDavis 2025-10-17T01:49Z XXX followers, XX engagements

"Channel Down $AVY $CME $CRI $ELS $EQT $FCX $FVCB $GSHD $GTY $HFWA $MOFG $MTDR $PEBO $PG $PINE $RHI $SW $UVSP $VRE $WCN $WH Triangle Descending $ALKS $BFST $CASH $CLB $ISRG $KNSL $OCFC $ONB $PCB $PECO $PMT $SAH $SMMT $SRCE $UNF $WH $WTBA"
X Link @RoguishDavis 2025-10-17T01:50Z XXX followers, XX engagements

"$SIFY no reason to short this ahead of earnings on Oct21'25; most of us have absolutely no insight into CHENNAI. Too risky to short imo despite the negatives"
X Link @RoguishDavis 2025-10-17T05:36Z XXX followers, XXX engagements

"$PL there must be a reason this has less than XX% inst'l ownership and high short interest. Classic Double Bottom Breakdown. Day of reckoning has arrived"
X Link @RoguishDavis 2025-10-17T06:00Z XXX followers, XXX engagements

@RoguishDavis
/creator/twitter::RoguishDavis