#  @Simpsons_FO Simpson’s Family Office Simpson’s Family Office posts on X about $mco, $spgi, ai, spgi the most. They currently have [---------] followers and [--] posts still getting attention that total [---] engagements in the last [--] hours. ### Engagements: [---] [#](/creator/twitter::1969862082897027072/interactions)  - [--] Week [---] +277% - [--] Month [-----] -100% ### Mentions: [--] [#](/creator/twitter::1969862082897027072/posts_active)  ### Followers: [---------] [#](/creator/twitter::1969862082897027072/followers)  ### CreatorRank: [---------] [#](/creator/twitter::1969862082897027072/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) [finance](/list/finance) [fashion brands](/list/fashion-brands) **Social topic influence** [$mco](/topic/$mco) #47, [$spgi](/topic/$spgi) #152, [ai](/topic/ai), [spgi](/topic/spgi), [money](/topic/money), [matter](/topic/matter), [sentiment](/topic/sentiment), [growth](/topic/growth), [est](/topic/est), [market](/topic/market) **Top assets mentioned** [Moody's Corporation (MCO)](/topic/$mco) [S&P Global Inc (SPGI)](/topic/$spgi) [Factset Research Systems, Inc. (FDS)](/topic/$fds) [Nike Inc (NKE)](/topic/$nke) ### Top Social Posts Top posts by engagements in the last [--] hours "A few thoughts on $MCO and $SPGI AI disruption debate: Currently issuers use multiple CRAs not because they want to but because investors demand it. It doesnt really matter what whether AI will be better more cost effective or more convenient but more so as long as" [X Link](https://x.com/anyuser/status/2022089563783754078) 2026-02-12T23:24Z [--] followers, [---] engagements "institutions demand multiple opinions; $MCO and $SPGI rating segments will be fine. I think this is especially likely considering their familiarity with investors and the standardization/regulatory requirements they fulfill" [X Link](https://x.com/Simpsons_FO/status/2022089946052616561) 2026-02-12T23:26Z [--] followers, [--] engagements "(2) $MCO analytics segment is almost entirely credit related/proprietary and cannot be scrubbed off through 10Ks and public filings unlike $SPGI market intelligence. The severity of $SPGI decline relative to $MCO is the Market Intelligence offering pretty much being re-rated" [X Link](https://x.com/Simpsons_FO/status/2022090213938671755) 2026-02-12T23:27Z [--] followers, [--] engagements "For example $FDS is trading at 11x NTM P/E and fell 30% in last month. Of course Market Intel can still compete on UI / switching costs but certainly pricing will be under pressure" [X Link](https://x.com/Simpsons_FO/status/2022090408185278763) 2026-02-12T23:28Z [--] followers, [--] engagements "(3) Continued margin expansion (due to benefits from internally used AI) and just moderate analytics growth I think could help shift sentiment" [X Link](https://x.com/anyuser/status/2022090504616522131) 2026-02-12T23:28Z [--] followers, [--] engagements "Implied returns (ex div) based on consensus 27/28' EPS est. are moderate (8.3% and 6.3% respectively for $SPGI and $MCO at current P/Es) but are attractive if ever re-rated back to 5/10 yr medians. If pricing is durable (market doesn't think so) could be attractive entry point" [X Link](https://x.com/anyuser/status/2022093998085877993) 2026-02-12T23:42Z [--] followers, [---] engagements "A few thoughts on $MCO and $SPGI AI disruption debate: Currently issuers use multiple CRAs not because they want to but because investors demand it. It doesnt really matter what whether AI will be better more cost effective or more convenient but more so as long as" [X Link](https://x.com/anyuser/status/2022089563783754078) 2026-02-12T23:24Z [--] followers, [---] engagements "(3) Continued margin expansion (due to benefits from internally used AI) and just moderate analytics growth I think could help shift sentiment" [X Link](https://x.com/anyuser/status/2022090504616522131) 2026-02-12T23:28Z [--] followers, [--] engagements "Implied returns (ex div) based on consensus 27/28' EPS est. are moderate (8.3% and 6.3% respectively for $SPGI and $MCO at current P/Es) but are attractive if ever re-rated back to 5/10 yr medians. If pricing is durable (market doesn't think so) could be attractive entry point" [X Link](https://x.com/anyuser/status/2022093998085877993) 2026-02-12T23:42Z [--] followers, [---] engagements "Bullish $NKE BREAKING: First photo has been released of Nicols Maduro in U.S. custody. https://t.co/kwqlpvsPR4 BREAKING: First photo has been released of Nicols Maduro in U.S. custody. https://t.co/kwqlpvsPR4" [X Link](https://x.com/anyuser/status/2007495987930247464) 2026-01-03T16:55Z [--] followers, [--] engagements "BREAKING: First photo has been released of Nicols Maduro in U.S. custody" [X Link](https://x.com/anyuser/status/2007490708123553794) 2026-01-03T16:34Z 1.1M followers, 392.4K engagements "A problem I have with the FIRE movement is the demonization of spending money. You will never remember the few thousand dollars you saved by not going on vacation or getting tix for a sporting event. Of course its great to invest but dont lose sight of whats most important" [X Link](https://x.com/anyuser/status/2007482899575255484) 2026-01-03T16:03Z [--] followers, [--] engagements "Keep things simple: Low cost index funds Live below your means Stay patient and stay invested/contribute through downturns Most importantly keep your priorities straight (family friends and health all come first)" [X Link](https://x.com/anyuser/status/2007479856741675457) 2026-01-03T15:51Z [--] followers, [--] engagements "Great thread Here's every piece of tax tips I could come up with. Read this if you want to save money on taxes in 2026: Here's every piece of tax tips I could come up with. Read this if you want to save money on taxes in 2026:" [X Link](https://x.com/anyuser/status/2007479129227026502) 2026-01-03T15:48Z [--] followers, [--] engagements "Here's every piece of tax tips I could come up with. Read this if you want to save money on taxes in 2026:" [X Link](https://x.com/anyuser/status/2006777373048582655) 2026-01-01T17:19Z 177.8K followers, 351.5K engagements "A good mental model on why investing early is so important. Option A: 10k compounded at 7% for [--] years Option B: 30k compounded at 7% for 10yrs 76k vs 59k. Investing through your teens and early 20s is the easiest way to set yourself up for financial freedom" [X Link](https://x.com/anyuser/status/2007465022423781613) 2026-01-03T14:52Z [--] followers, [--] engagements "Being stuck at a dead end job like this is one of my biggest fears. Many work at jobs like this into their late 50s & 60s. The average lifespan is about 75yrs old. Makes you think" [X Link](https://x.com/anyuser/status/2007462459867623839) 2026-01-03T14:42Z [--] followers, [--] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@Simpsons_FO Simpson’s Family OfficeSimpson’s Family Office posts on X about $mco, $spgi, ai, spgi the most. They currently have [---------] followers and [--] posts still getting attention that total [---] engagements in the last [--] hours.
Social category influence stocks finance fashion brands
Social topic influence $mco #47, $spgi #152, ai, spgi, money, matter, sentiment, growth, est, market
Top assets mentioned Moody's Corporation (MCO) S&P Global Inc (SPGI) Factset Research Systems, Inc. (FDS) Nike Inc (NKE)
Top posts by engagements in the last [--] hours
"A few thoughts on $MCO and $SPGI AI disruption debate: Currently issuers use multiple CRAs not because they want to but because investors demand it. It doesnt really matter what whether AI will be better more cost effective or more convenient but more so as long as"
X Link 2026-02-12T23:24Z [--] followers, [---] engagements
"institutions demand multiple opinions; $MCO and $SPGI rating segments will be fine. I think this is especially likely considering their familiarity with investors and the standardization/regulatory requirements they fulfill"
X Link 2026-02-12T23:26Z [--] followers, [--] engagements
"(2) $MCO analytics segment is almost entirely credit related/proprietary and cannot be scrubbed off through 10Ks and public filings unlike $SPGI market intelligence. The severity of $SPGI decline relative to $MCO is the Market Intelligence offering pretty much being re-rated"
X Link 2026-02-12T23:27Z [--] followers, [--] engagements
"For example $FDS is trading at 11x NTM P/E and fell 30% in last month. Of course Market Intel can still compete on UI / switching costs but certainly pricing will be under pressure"
X Link 2026-02-12T23:28Z [--] followers, [--] engagements
"(3) Continued margin expansion (due to benefits from internally used AI) and just moderate analytics growth I think could help shift sentiment"
X Link 2026-02-12T23:28Z [--] followers, [--] engagements
"Implied returns (ex div) based on consensus 27/28' EPS est. are moderate (8.3% and 6.3% respectively for $SPGI and $MCO at current P/Es) but are attractive if ever re-rated back to 5/10 yr medians. If pricing is durable (market doesn't think so) could be attractive entry point"
X Link 2026-02-12T23:42Z [--] followers, [---] engagements
"A few thoughts on $MCO and $SPGI AI disruption debate: Currently issuers use multiple CRAs not because they want to but because investors demand it. It doesnt really matter what whether AI will be better more cost effective or more convenient but more so as long as"
X Link 2026-02-12T23:24Z [--] followers, [---] engagements
"(3) Continued margin expansion (due to benefits from internally used AI) and just moderate analytics growth I think could help shift sentiment"
X Link 2026-02-12T23:28Z [--] followers, [--] engagements
"Implied returns (ex div) based on consensus 27/28' EPS est. are moderate (8.3% and 6.3% respectively for $SPGI and $MCO at current P/Es) but are attractive if ever re-rated back to 5/10 yr medians. If pricing is durable (market doesn't think so) could be attractive entry point"
X Link 2026-02-12T23:42Z [--] followers, [---] engagements
"Bullish $NKE BREAKING: First photo has been released of Nicols Maduro in U.S. custody. https://t.co/kwqlpvsPR4 BREAKING: First photo has been released of Nicols Maduro in U.S. custody. https://t.co/kwqlpvsPR4"
X Link 2026-01-03T16:55Z [--] followers, [--] engagements
"BREAKING: First photo has been released of Nicols Maduro in U.S. custody"
X Link 2026-01-03T16:34Z 1.1M followers, 392.4K engagements
"A problem I have with the FIRE movement is the demonization of spending money. You will never remember the few thousand dollars you saved by not going on vacation or getting tix for a sporting event. Of course its great to invest but dont lose sight of whats most important"
X Link 2026-01-03T16:03Z [--] followers, [--] engagements
"Keep things simple: Low cost index funds Live below your means Stay patient and stay invested/contribute through downturns Most importantly keep your priorities straight (family friends and health all come first)"
X Link 2026-01-03T15:51Z [--] followers, [--] engagements
"Great thread Here's every piece of tax tips I could come up with. Read this if you want to save money on taxes in 2026: Here's every piece of tax tips I could come up with. Read this if you want to save money on taxes in 2026:"
X Link 2026-01-03T15:48Z [--] followers, [--] engagements
"Here's every piece of tax tips I could come up with. Read this if you want to save money on taxes in 2026:"
X Link 2026-01-01T17:19Z 177.8K followers, 351.5K engagements
"A good mental model on why investing early is so important. Option A: 10k compounded at 7% for [--] years Option B: 30k compounded at 7% for 10yrs 76k vs 59k. Investing through your teens and early 20s is the easiest way to set yourself up for financial freedom"
X Link 2026-01-03T14:52Z [--] followers, [--] engagements
"Being stuck at a dead end job like this is one of my biggest fears. Many work at jobs like this into their late 50s & 60s. The average lifespan is about 75yrs old. Makes you think"
X Link 2026-01-03T14:42Z [--] followers, [--] engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
/creator/twitter::Simpsons_FO