#  @Amarveerbrar13 Amarveer Brar Amarveer Brar posts on X about $cps, debt, $play, $dave the most. They currently have [--] followers and [--] posts still getting attention that total [--] engagements in the last [--] hours. ### Engagements: [--] [#](/creator/twitter::1606214175885496321/interactions)  - [--] Week [---] +7,910% - [--] Month [---] +4,924% - [--] Months [-----] -40% - [--] Year [-----] +212% ### Mentions: [--] [#](/creator/twitter::1606214175885496321/posts_active)  - [--] Months [--] -62% - [--] Year [--] +145% ### Followers: [--] [#](/creator/twitter::1606214175885496321/followers)  - [--] Months [--] +41% - [--] Year [--] +343% ### CreatorRank: [---------] [#](/creator/twitter::1606214175885496321/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) [stocks](/list/stocks) [automotive brands](/list/automotive-brands) [cryptocurrencies](/list/cryptocurrencies) [technology brands](/list/technology-brands) [celebrities](/list/celebrities) [currencies](/list/currencies) [countries](/list/countries) **Social topic influence** [$cps](/topic/$cps) #12, [debt](/topic/debt), [$play](/topic/$play), [$dave](/topic/$dave), [stocks](/topic/stocks), [nvda](/topic/nvda), [loyalty](/topic/loyalty), [$tsla](/topic/$tsla), [money](/topic/money), [$arkk](/topic/$arkk) **Top accounts mentioned or mentioned by** [@tidefallcapital](/creator/undefined) [@capitalfang](/creator/undefined) [@stephenframpto9](/creator/undefined) [@paulcerro](/creator/undefined) [@valuemaverick1](/creator/undefined) [@jsdbarrett](/creator/undefined) [@empaulg](/creator/undefined) [@kingdomcapadv](/creator/undefined) [@toffcap](/creator/undefined) [@bearcaveemail](/creator/undefined) [@mfwarder](/creator/undefined) [@markets](/creator/undefined) [@elonmusk](/creator/undefined) [@smallcapking2](/creator/undefined) [@funwithnumberz](/creator/undefined) [@davidkatunaric](/creator/undefined) [@asifsuria](/creator/undefined) [@fiercebeast](/creator/undefined) [@gansic966](/creator/undefined) [@unerringmalcom](/creator/undefined) **Top assets mentioned** [Cooper-Standard Automotive Inc. (CPS)](/topic/$cps) [Dave Inc. (DAVE)](/topic/$dave) [Tesla, Inc. (TSLA)](/topic/$tsla) [ARK Innovation ETF (ARKK)](/topic/$arkk) [VF Corp (VFC)](/topic/$vfc) [Toyota Motor Corporation (TM)](/topic/toyota) [Viasat Inc (VSAT)](/topic/$vsat) [StarLink (STARL)](/topic/starlink) [Cleveland-Cliffs, Inc. (CLF)](/topic/$clf) [QXO, Inc. Common Stock (QXO)](/topic/$qxo) [Micron Technology, Inc. (MU)](/topic/$mu) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Advanced Micro Devices (AMD)](/topic/$amd) [A.K.A. Brands Holding Corp. (AKA)](/topic/$aka) ### Top Social Posts Top posts by engagements in the last [--] hours "OCTOBER [--] [----] SIR RATAN TATA R.I.P YOU WERE GREAT PHILANTHROPIST. YOU WERE NOT ONLY THE INDUSTRIALIST BUT ALSO A BEACON OF INSPIRATION FOR US. YOU WERE PROFILIC INVESTOR AND BUSINESSMAN. LOST ANOTHER GEM ๐" [X Link](https://x.com/Amarveerbrar13/status/1844568200404697406) 2024-10-11T02:38Z [--] followers, [--] engagements "@paulcerro @valuemaverick1 @jsdbarrett So basically the market is rewarding them [--] times FCF/ share which seems unfair" [X Link](https://x.com/ThDarkVigilante/status/1860160635948138527) 2024-11-23T03:17Z [--] followers, [---] engagements "@paulcerro @valuemaverick1 @jsdbarrett 2) Will the business be profitable Yes they are already there. Without new car volume they have positive FCF. If volume hits it's icing on the cake. And it's gonna happen. Next year we r going to hit 16.5M SAAR" [X Link](https://x.com/ThDarkVigilante/status/1860161474955739501) 2024-11-23T03:20Z [--] followers, [---] engagements "@StephenFrampto9 Yes sir no doubt about it. Only problem that troubles me what if all automakers got a little smarter just like toyota Lexus that they only produce whatever is demand prices stay elevated because demand and supply are met and people are already struggling to buy Thanks sir" [X Link](https://x.com/ThDarkVigilante/status/1870329790101905619) 2024-12-21T04:45Z [--] followers, [--] engagements "Market is pricing $MU like it has peaked its earnings just like every cycle but it seems pretty undervalued if we compare them to others. Market hates MU whereas valuations are tripling every year for Nvda. MU seems like a long and promising bet. Morning thought ๐ญ" [X Link](https://x.com/ThDarkVigilante/status/1870552613072392479) 2024-12-21T19:31Z [--] followers, [--] engagements "@TidefallCapital CPS ( cooper standard) auto volume finally knocking on the door deleveraging balance sheet refinancing coming q1 [----] Hence fewer interest payments Shares are going to re-rate soon" [X Link](https://x.com/ThDarkVigilante/status/1878650216645341373) 2025-01-13T03:48Z [--] followers, [---] engagements "@TidefallCapital Micron technology (MU) No matter if you use nvda or amd gpu memory is the main component in both. Still valued a lot less than those two businesses. Micron is going to produce a lot of cash in the coming years I suppose and valued like it's not. Let the time decides it" [X Link](https://x.com/ThDarkVigilante/status/1878651163018706983) 2025-01-13T03:51Z [--] followers, [--] engagements "$vsat Why is there a lot of hate around this name. Starlink competition debt load (but manageable) satellite failure. But ready to launch satellite by the eoy Capex coming down brings ebitda back up lot of cash flow in next [--] years. 3-5 times easy๐ค@ToffCap @BearCaveEmail" [X Link](https://x.com/ThDarkVigilante/status/1878920536782483895) 2025-01-13T21:42Z [--] followers, [---] engagements "$CLF Lourenco Goncalves knows what he's doing at Cleveland-cliffs. I don't know why some people hate his behavior but he seems like a great and true leader to me and understand the industry. It was a great press conference # highly recommended. https://youtu.be/nDmOdTbTVGgsi=C0_SjGkf1DDwl8Mg https://youtu.be/nDmOdTbTVGgsi=C0_SjGkf1DDwl8Mg" [X Link](https://x.com/ThDarkVigilante/status/1882632683156869201) 2025-01-24T03:33Z [--] followers, [---] engagements "@TidefallCapital PLTR @ [--] billion revenue has [---] times the market cap compared to micron technology. However MU is ready to produce 7B to 10B in net income in [----] @ [---] B mkt cap Things don't make sense anymore" [X Link](https://x.com/ThDarkVigilante/status/1886881706239734005) 2025-02-04T20:57Z [--] followers, [---] engagements "Nippon steel can make investments in US steel without pursuing any ownership. Acquisition seems impossible. Unless they "better call Saul" ๐ @mfwarder Thanks for the cheapies I hate this X deal but I love stupid tariffs guy Thanks for the cheapies I hate this X deal but I love stupid tariffs guy" [X Link](https://x.com/ThDarkVigilante/status/1888784790092210520) 2025-02-10T02:59Z [--] followers, [--] engagements "Dave & Busters getting cheaper. Could buyback another [--] to [--] million shares. Insiders bought shares. Mgmt. Knows shares are cheap. Usually trades [--] to [--] times EV/EBITDA Another value play is $play Focus on loyalty program latest games remodeling digital marketing expansion" [X Link](https://x.com/ThDarkVigilante/status/1895943338446241867) 2025-03-01T21:04Z [--] followers, [--] engagements "Dave & Busters $play Super cheap Will see what happens post Q4 I'm predicting some strong rebound post Q4 ER. https://www.sec.gov/Archives/edgar/data/1047582/000095017025036546/xslF345X05/ownership.xml Dave & Busters getting cheaper. Could buyback another [--] to [--] million shares. Insiders bought shares. Mgmt. Knows shares are cheap. Usually trades [--] to [--] times EV/EBITDA Another value play is $play Focus on loyalty program latest games remodeling digital marketing expansion https://t.co/DhDwIHdc5J https://www.sec.gov/Archives/edgar/data/1047582/000095017025036546/xslF345X05/ownership.xml Dave &" [X Link](https://x.com/ThDarkVigilante/status/1899226956111249502) 2025-03-10T22:32Z [--] followers, [--] engagements "Turkeys capital markets regulator imposed a ban on short-selling across all stocks and relaxed share buyback rules in a bid to prevent further deterioration. via @markets https://www.bloomberg.com/news/articles/2025-03-23/turkey-bans-short-selling-eases-buybacks-to-stem-market-slideutm_source=website&utm_medium=share&utm_campaign=twitter https://www.bloomberg.com/news/articles/2025-03-23/turkey-bans-short-selling-eases-buybacks-to-stem-market-slideutm_source=website&utm_medium=share&utm_campaign=twitter" [X Link](https://x.com/ThDarkVigilante/status/1903967084872454291) 2025-03-24T00:28Z [--] followers, [--] engagements "$BYDDY BYD surpassed TSLA in sales revenue reaching above $100B with 29% surge in sales and 34% surge in net income and growing like weed in Europe. Exports are above 100% YOY. Whoever thinks tsla@ 900B mkt cap is fairly valued then BYD@ 160B is a steal @EMPaulG Any Thoughts This is a great quote by Charlie Munger and it very much applies to many stocks today. If you thought $TSLA was a buy at $480 then what are you doing right now but most people can't stomach that kind of fall and don't get me wrong it is hard. This is why I think about https://t.co/gfjXxZ1JSw This is a great quote by" [X Link](https://x.com/ThDarkVigilante/status/1904271455304782304) 2025-03-24T20:37Z [--] followers, [--] engagements "Most managers when using their own money understand that money costs money but sometimes managers when using other people's money start thinking like free money. Warren Buffett @ [----] annual meeting said it. @EMPaulG never liked $ARKK disruption idea since [----]. #stocks" [X Link](https://x.com/ThDarkVigilante/status/1906419223590752405) 2025-03-30T18:52Z [--] followers, [--] engagements "This incident is absurd. It's crucial to stop this before it gets out of hand. People in the right state of mind would never do these ridiculous attacks. These actions could end up hurting someone. Common sense is not common these days. @elonmusk $TSLA" [X Link](https://x.com/ThDarkVigilante/status/1908655283083370985) 2025-04-05T22:57Z [--] followers, [--] engagements "I have the ability to wait calmly and endure market fluctuations and I know I'm gonna get there I'm not in a hurry but it's human nature after all. I can't do anything about it. #stockmarketcrash #StockMarketIndia" [X Link](https://x.com/ThDarkVigilante/status/1909425025746162022) 2025-04-08T01:56Z [--] followers, [---] engagements "@SmallCapKing2 @funwithnumberz Plus all $ARKK 's gains are due to tesla. I can't imagine if tesla falls She's building castles in the air. $Arkk didn't beat spy for last [--] or [--] years (not that I care about usually) but losing billions of $ on silly ideas by calling them disruption ideas is a fools game" [X Link](https://x.com/ThDarkVigilante/status/1920900812760371544) 2025-05-09T17:56Z [--] followers, [--] engagements "@StephenFrampto9 If BECN grows 10%/year for the next [--] years & $QXO achieves 15% ebitda margins(10% now) BECN alone can do 2B+EBITDA takes you to $35+ (on lower end valuation basis) Brad might have paid too much but if calculated properly it makes sense at the end of the day" [X Link](https://x.com/ThDarkVigilante/status/1935447485084008498) 2025-06-18T21:20Z [--] followers, [---] engagements "After [--] months of employee discount pricing Ford is starting Q3 with a new incentive program to drive the sales up. $Cps" [X Link](https://x.com/ThDarkVigilante/status/1942985147592356273) 2025-07-09T16:32Z [--] followers, [---] engagements "@kingdomcapadv @david_katunaric $Quad (Quad Graphics) [----] legacy printing business to new digital marketing powerhouse. [--] times this year FCF. Huge upside potential" [X Link](https://x.com/ThDarkVigilante/status/1945556666055102630) 2025-07-16T18:50Z [--] followers, [--] engagements "I visited a small family-owned car dealership and learned that there's a surge in demand for new cars particularly hybrid models. The dealership mentioned that people are eager to buy resulting in faster sales and a strong market ahead. I end up buying new too. Bullish ๐ฅ $cps" [X Link](https://x.com/ThDarkVigilante/status/1948217423942824326) 2025-07-24T03:03Z [--] followers, [---] engagements "I'm surprised to see that I have never ever searched Vans brands online I'm encountering lots of ads nowadays. I know Management focusing on rebuilding brand image. But to guy like me who never ever paid attention to vans. I wonder if it is a bullish sign๐ค $vfc" [X Link](https://x.com/ThDarkVigilante/status/1948618955742216417) 2025-07-25T05:38Z [--] followers, [---] engagements "Based on these three slides one can infer the trajectory. My hypothesis is that once we reach Q4 the market will recognize that the business has completed a full cycle (360 degrees) leading to a re-rating. $vfc" [X Link](https://x.com/ThDarkVigilante/status/1950580463384531265) 2025-07-30T15:33Z [--] followers, [---] engagements "@AsifSuria The new set-up up seems attractive. 1.5B asset backed loan helps to (pay down [---] million march [----] debt) and turnaround expenses. YOY up cash flow helps maintaining revolving credit facility. Likely see huge +ve EBIT and cash flow by the time we exit Q4. What you think ๐ค" [X Link](https://x.com/ThDarkVigilante/status/1950990235250335996) 2025-07-31T18:41Z [--] followers, [--] engagements "$cps I'm so excited to see that Cooper Standard hitting sixers at every ball. Management is hitting the ball out of the park every time. Bullish ๐ฅ I was expecting a little shy of $700M vs. Management did $706 Raising Guidance Every region up except NA" [X Link](https://x.com/ThDarkVigilante/status/1951022689428316495) 2025-07-31T20:50Z [--] followers, [---] engagements "Wow $cps ๐ Investor always needs a long runway so an investor can sleep better at night. If this is achievable (Acc. to mgmt.)Even today business trading at cheap valuations with huge margin of safety. $CPS - Holy shit https://t.co/AMlUmSfk9h $CPS - Holy shit https://t.co/AMlUmSfk9h" [X Link](https://x.com/ThDarkVigilante/status/1951344311267893626) 2025-08-01T18:08Z [--] followers, [---] engagements "The Roadmap Paints a Different Picture. Let's see by EOY. $cps" [X Link](https://x.com/ThDarkVigilante/status/1952461113406492753) 2025-08-04T20:06Z [--] followers, [---] engagements "@CapitalFang 600M to pay down [----] Maturity. 1.5B asset-backed facility Good FCF to pay down further debt/buyback. TNF TIMBERLAND ALTRA growing just waiting on "VANS" now. Probably see some operational efficiency happening by Q4 which set the strong stage for next year. What's your take" [X Link](https://x.com/ThDarkVigilante/status/1967673830475997397) 2025-09-15T19:36Z [--] followers, [--] engagements "Whether You use $NVDA GPUs or $AMD GPUs memory remains the key winner. The real question is whether memory companies have learned anything from their past boom-and-bust cycles and only time will tell. $MU Still lot of ๐ฅ in the name. Market is pricing $MU like it has peaked its earnings just like every cycle but it seems pretty undervalued if we compare them to others. Market hates MU whereas valuations are tripling every year for Nvda. MU seems like a long and promising bet. Morning thought ๐ญ https://t.co/fmkHyHeHfU Market is pricing $MU like it has peaked its earnings just like every cycle" [X Link](https://x.com/ThDarkVigilante/status/1969094688834494684) 2025-09-19T17:42Z [--] followers, [---] engagements "@CapitalFang The link above tells everything all we need to know. Plus about refi we will get the refi news in b/w Q3 and before Q4 Call I suppose. I'm expecting a huge move (about $20-$25) after news hit the floor. Waiting patiently on it too. https://x.com/ThDarkVigilante/status/1971270409187475950t=ctjkhkxTOO7SXpOtr3pNrQ&s=19 Micron Technology's earnings call management mentioned strengthening automotive demand throughout the quarter exceeding initial forecasts. $Cps management might tick up the guidance in upcoming quarters. Stars ๐ are aligning. https://t.co/BcDJvVySXm" [X Link](https://x.com/ThDarkVigilante/status/1977093295521280251) 2025-10-11T19:25Z [--] followers, [---] engagements "Dave & Busters Entertainment ( $play ) offers huge opportunities at $23 price levels. Just an opinion. Ready to learn more. Thanks" [X Link](https://x.com/ThDarkVigilante/status/1894614470430990416) 2025-02-26T05:04Z [--] followers, [---] engagements "$QUAD QUAD GRAPHICS FY25 EXPECTED EBITDA $180M-220M ($200M MIDPOINT) MANAGEMENT GUIDED YE DEBT [---] EBITDA ($300M) FY [--] CASH FLOW 40M-60M (50M AVG.) TRADING [--] TIMES FCF. HUGE OPPORTUNITY IMO. SHOULD BE TRADING $20 VS $5.50. NEED PATIENCE ON THIS PARTICULAR ONE I THINK ๐ค" [X Link](https://x.com/ThDarkVigilante/status/1943199100645826667) 2025-07-10T06:42Z [--] followers, [---] engagements "If the declining rate of marketing services can be offset with similar growth rate in saas business (which is now 61%) with 15% to 20% ebitda margin and debt paydown. I think the upside is huge. Didnt do much DD on it. I like the odds at the current level. Any idea๐ก $THRY" [X Link](https://x.com/ThDarkVigilante/status/1948934741538816317) 2025-07-26T02:33Z [--] followers, [---] engagements "@Fierce__beast At this point shorting $THRY seems a foolish idea IMO. What's your short price point for "THRY" and why and timeline Care to share. Thanks" [X Link](https://x.com/ThDarkVigilante/status/1962216867696881860) 2025-08-31T18:12Z [--] followers, [---] engagements "Expectating strong sales in Sep. As well as subsidy ends (EVs) forecasting sales surging Oct-Dec as new incentives drive inventory clearance (Strong Sales Months Ahead) hence production growth. $Cps" [X Link](https://x.com/ThDarkVigilante/status/1963675216971985045) 2025-09-04T18:47Z [--] followers, [---] engagements "I'm starting to like $AKA which consists of four brands pitched by @kingdomcapadv I feel like they're using the Coca-Cola strategy to be there where there customer is and present in a way that customer engage with them happily rooting for a culture that lasts long 1/4" [X Link](https://x.com/ThDarkVigilante/status/1978554600916431053) 2025-10-15T20:12Z [--] followers, [---] engagements "@CapitalFang Ford is hiring to ramp up production of F-150 in [----] I modeled different numbers during Q2 results. Would listen to CC tomorrow https://x.com/ThDarkVigilante/status/1984040261547340092t=Oe_CNhGY7qsY8wrBqVXw-Q&s=19 $CPS Earnings are out You have to sometimes play your hand even though you don't like the cards. But the way I calculated last Q I was expecting 240-245 vs 200-210( mid [---] ) now. That's big difference Even with 25M impact. Have to listen to CC tomorrow to understand https://t.co/0KCMlVcgyh" [X Link](https://x.com/ThDarkVigilante/status/1984071144677478639) 2025-10-31T01:33Z [--] followers, [---] engagements "@CapitalFang VFC Dickies sale $600M to paydown debt No Maturities till [--] 400M+ cash+1.5B credit facility strong FCF Good Runway. TNF/TIMBERLAND/ALTRA growing will better understand trajectory of vans by Q4 FY26 to Q1 FY27. Easy Math here "NWL" dead money too hard pile. what you think" [X Link](https://x.com/ThDarkVigilante/status/1984815477059887542) 2025-11-02T02:51Z [--] followers, [--] engagements "@TidefallCapital To understand it one has to understand boom and bust cycles/Moore's law/cut throat competition until we r left with [--] players represents 90%+ market share in DRAM & NAND. I was bullish MU since [----] when it was in lower $50s. Question is have all [--] mgmts. learned from boom/bust" [X Link](https://x.com/ThDarkVigilante/status/1995298309045735728) 2025-12-01T01:06Z [--] followers, [---] engagements "$cps Just finished "CC" and mgmt. Provide execution confidence despite headwinds. Mgmt. have Continued to monitor debt markets & consulting for a potential refinance &: As expected "march in one case" "may in another" or "they can combine them in one transaction". $cps Reporting Q4 on Feb [--] & cc Feb [--]. I'm expecting refinancing soon (possibly with/around earnings(if not) then march/may in both cases (expecting commentary in cc). Expecting a huge run toward $45 soon๐ค Stay Tuned. $cps Reporting Q4 on Feb [--] & cc Feb [--]. I'm expecting refinancing soon (possibly with/around earnings(if not)" [X Link](https://x.com/ThDarkVigilante/status/2022377443776979072) 2026-02-13T18:28Z [--] followers, [--] engagements "Micron Technology's earnings call management mentioned strengthening automotive demand throughout the quarter exceeding initial forecasts. $Cps management might tick up the guidance in upcoming quarters. Stars ๐ are aligning" [X Link](https://x.com/ThDarkVigilante/status/1971270409187475950) 2025-09-25T17:47Z [--] followers, [---] engagements "$CPS Earnings are out You have to sometimes play your hand even though you don't like the cards. But the way I calculated last Q I was expecting 240-245 vs 200-210( mid [---] ) now. That's big difference Even with 25M impact. Have to listen to CC tomorrow to understand" [X Link](https://x.com/ThDarkVigilante/status/1984040261547340092) 2025-10-30T23:30Z [--] followers, [---] engagements "$cps Reporting Q4 on Feb [--] & cc Feb [--]. I'm expecting refinancing soon (possibly with/around earnings(if not) then march/may in both cases (expecting commentary in cc). Expecting a huge run toward $45 soon๐ค Stay Tuned" [X Link](https://x.com/ThDarkVigilante/status/2020949012984234088) 2026-02-09T19:52Z [--] followers, [---] engagements "@GanSic966 1)Appear no major refinancing in guide. hence interest expense doesn't change. 2)SaaR doesn't matter much CPV on highly valued trucks/ cars is more profitable. 3) china production definitely going up as under EU rules carmakers can now negotiate tariff exemptions" [X Link](https://x.com/ThDarkVigilante/status/2022104639962067060) 2026-02-13T00:24Z [--] followers, [--] engagements "$cps Wonderful execution despite industry headwinds. Waiting on refinancing . Expecting huge run up ahead. $cps Reporting Q4 on Feb [--] & cc Feb [--]. I'm expecting refinancing soon (possibly with/around earnings(if not) then march/may in both cases (expecting commentary in cc). Expecting a huge run toward $45 soon๐ค Stay Tuned. $cps Reporting Q4 on Feb [--] & cc Feb [--]. I'm expecting refinancing soon (possibly with/around earnings(if not) then march/may in both cases (expecting commentary in cc). Expecting a huge run toward $45 soon๐ค Stay Tuned" [X Link](https://x.com/ThDarkVigilante/status/2022073913652785456) 2026-02-12T22:22Z [--] followers, [---] engagements "@StephenFrampto9 Provided comments on refinancing suggests refinancing could happen before issue becomes current as expected " march in one case" &"may in another". / possibly( but less likely)together in one transaction. Further boost for the stock price" [X Link](https://x.com/ThDarkVigilante/status/2022423885443121408) 2026-02-13T21:33Z [--] followers, [--] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@Amarveerbrar13 Amarveer BrarAmarveer Brar posts on X about $cps, debt, $play, $dave the most. They currently have [--] followers and [--] posts still getting attention that total [--] engagements in the last [--] hours.
Social category influence finance stocks automotive brands cryptocurrencies technology brands celebrities currencies countries
Social topic influence $cps #12, debt, $play, $dave, stocks, nvda, loyalty, $tsla, money, $arkk
Top accounts mentioned or mentioned by @tidefallcapital @capitalfang @stephenframpto9 @paulcerro @valuemaverick1 @jsdbarrett @empaulg @kingdomcapadv @toffcap @bearcaveemail @mfwarder @markets @elonmusk @smallcapking2 @funwithnumberz @davidkatunaric @asifsuria @fiercebeast @gansic966 @unerringmalcom
Top assets mentioned Cooper-Standard Automotive Inc. (CPS) Dave Inc. (DAVE) Tesla, Inc. (TSLA) ARK Innovation ETF (ARKK) VF Corp (VFC) Toyota Motor Corporation (TM) Viasat Inc (VSAT) StarLink (STARL) Cleveland-Cliffs, Inc. (CLF) QXO, Inc. Common Stock (QXO) Micron Technology, Inc. (MU) NVIDIA Corp. (NVDA) Advanced Micro Devices (AMD) A.K.A. Brands Holding Corp. (AKA)
Top posts by engagements in the last [--] hours
"OCTOBER [--] [----] SIR RATAN TATA R.I.P YOU WERE GREAT PHILANTHROPIST. YOU WERE NOT ONLY THE INDUSTRIALIST BUT ALSO A BEACON OF INSPIRATION FOR US. YOU WERE PROFILIC INVESTOR AND BUSINESSMAN. LOST ANOTHER GEM ๐"
X Link 2024-10-11T02:38Z [--] followers, [--] engagements
"@paulcerro @valuemaverick1 @jsdbarrett So basically the market is rewarding them [--] times FCF/ share which seems unfair"
X Link 2024-11-23T03:17Z [--] followers, [---] engagements
"@paulcerro @valuemaverick1 @jsdbarrett 2) Will the business be profitable Yes they are already there. Without new car volume they have positive FCF. If volume hits it's icing on the cake. And it's gonna happen. Next year we r going to hit 16.5M SAAR"
X Link 2024-11-23T03:20Z [--] followers, [---] engagements
"@StephenFrampto9 Yes sir no doubt about it. Only problem that troubles me what if all automakers got a little smarter just like toyota Lexus that they only produce whatever is demand prices stay elevated because demand and supply are met and people are already struggling to buy Thanks sir"
X Link 2024-12-21T04:45Z [--] followers, [--] engagements
"Market is pricing $MU like it has peaked its earnings just like every cycle but it seems pretty undervalued if we compare them to others. Market hates MU whereas valuations are tripling every year for Nvda. MU seems like a long and promising bet. Morning thought ๐ญ"
X Link 2024-12-21T19:31Z [--] followers, [--] engagements
"@TidefallCapital CPS ( cooper standard) auto volume finally knocking on the door deleveraging balance sheet refinancing coming q1 [----] Hence fewer interest payments Shares are going to re-rate soon"
X Link 2025-01-13T03:48Z [--] followers, [---] engagements
"@TidefallCapital Micron technology (MU) No matter if you use nvda or amd gpu memory is the main component in both. Still valued a lot less than those two businesses. Micron is going to produce a lot of cash in the coming years I suppose and valued like it's not. Let the time decides it"
X Link 2025-01-13T03:51Z [--] followers, [--] engagements
"$vsat Why is there a lot of hate around this name. Starlink competition debt load (but manageable) satellite failure. But ready to launch satellite by the eoy Capex coming down brings ebitda back up lot of cash flow in next [--] years. 3-5 times easy๐ค@ToffCap @BearCaveEmail"
X Link 2025-01-13T21:42Z [--] followers, [---] engagements
"$CLF Lourenco Goncalves knows what he's doing at Cleveland-cliffs. I don't know why some people hate his behavior but he seems like a great and true leader to me and understand the industry. It was a great press conference # highly recommended. https://youtu.be/nDmOdTbTVGgsi=C0_SjGkf1DDwl8Mg https://youtu.be/nDmOdTbTVGgsi=C0_SjGkf1DDwl8Mg"
X Link 2025-01-24T03:33Z [--] followers, [---] engagements
"@TidefallCapital PLTR @ [--] billion revenue has [---] times the market cap compared to micron technology. However MU is ready to produce 7B to 10B in net income in [----] @ [---] B mkt cap Things don't make sense anymore"
X Link 2025-02-04T20:57Z [--] followers, [---] engagements
"Nippon steel can make investments in US steel without pursuing any ownership. Acquisition seems impossible. Unless they "better call Saul" ๐ @mfwarder Thanks for the cheapies I hate this X deal but I love stupid tariffs guy Thanks for the cheapies I hate this X deal but I love stupid tariffs guy"
X Link 2025-02-10T02:59Z [--] followers, [--] engagements
"Dave & Busters getting cheaper. Could buyback another [--] to [--] million shares. Insiders bought shares. Mgmt. Knows shares are cheap. Usually trades [--] to [--] times EV/EBITDA Another value play is $play Focus on loyalty program latest games remodeling digital marketing expansion"
X Link 2025-03-01T21:04Z [--] followers, [--] engagements
"Dave & Busters $play Super cheap Will see what happens post Q4 I'm predicting some strong rebound post Q4 ER. https://www.sec.gov/Archives/edgar/data/1047582/000095017025036546/xslF345X05/ownership.xml Dave & Busters getting cheaper. Could buyback another [--] to [--] million shares. Insiders bought shares. Mgmt. Knows shares are cheap. Usually trades [--] to [--] times EV/EBITDA Another value play is $play Focus on loyalty program latest games remodeling digital marketing expansion https://t.co/DhDwIHdc5J https://www.sec.gov/Archives/edgar/data/1047582/000095017025036546/xslF345X05/ownership.xml Dave &"
X Link 2025-03-10T22:32Z [--] followers, [--] engagements
"Turkeys capital markets regulator imposed a ban on short-selling across all stocks and relaxed share buyback rules in a bid to prevent further deterioration. via @markets https://www.bloomberg.com/news/articles/2025-03-23/turkey-bans-short-selling-eases-buybacks-to-stem-market-slideutm_source=website&utm_medium=share&utm_campaign=twitter https://www.bloomberg.com/news/articles/2025-03-23/turkey-bans-short-selling-eases-buybacks-to-stem-market-slideutm_source=website&utm_medium=share&utm_campaign=twitter"
X Link 2025-03-24T00:28Z [--] followers, [--] engagements
"$BYDDY BYD surpassed TSLA in sales revenue reaching above $100B with 29% surge in sales and 34% surge in net income and growing like weed in Europe. Exports are above 100% YOY. Whoever thinks tsla@ 900B mkt cap is fairly valued then BYD@ 160B is a steal @EMPaulG Any Thoughts This is a great quote by Charlie Munger and it very much applies to many stocks today. If you thought $TSLA was a buy at $480 then what are you doing right now but most people can't stomach that kind of fall and don't get me wrong it is hard. This is why I think about https://t.co/gfjXxZ1JSw This is a great quote by"
X Link 2025-03-24T20:37Z [--] followers, [--] engagements
"Most managers when using their own money understand that money costs money but sometimes managers when using other people's money start thinking like free money. Warren Buffett @ [----] annual meeting said it. @EMPaulG never liked $ARKK disruption idea since [----]. #stocks"
X Link 2025-03-30T18:52Z [--] followers, [--] engagements
"This incident is absurd. It's crucial to stop this before it gets out of hand. People in the right state of mind would never do these ridiculous attacks. These actions could end up hurting someone. Common sense is not common these days. @elonmusk $TSLA"
X Link 2025-04-05T22:57Z [--] followers, [--] engagements
"I have the ability to wait calmly and endure market fluctuations and I know I'm gonna get there I'm not in a hurry but it's human nature after all. I can't do anything about it. #stockmarketcrash #StockMarketIndia"
X Link 2025-04-08T01:56Z [--] followers, [---] engagements
"@SmallCapKing2 @funwithnumberz Plus all $ARKK 's gains are due to tesla. I can't imagine if tesla falls She's building castles in the air. $Arkk didn't beat spy for last [--] or [--] years (not that I care about usually) but losing billions of $ on silly ideas by calling them disruption ideas is a fools game"
X Link 2025-05-09T17:56Z [--] followers, [--] engagements
"@StephenFrampto9 If BECN grows 10%/year for the next [--] years & $QXO achieves 15% ebitda margins(10% now) BECN alone can do 2B+EBITDA takes you to $35+ (on lower end valuation basis) Brad might have paid too much but if calculated properly it makes sense at the end of the day"
X Link 2025-06-18T21:20Z [--] followers, [---] engagements
"After [--] months of employee discount pricing Ford is starting Q3 with a new incentive program to drive the sales up. $Cps"
X Link 2025-07-09T16:32Z [--] followers, [---] engagements
"@kingdomcapadv @david_katunaric $Quad (Quad Graphics) [----] legacy printing business to new digital marketing powerhouse. [--] times this year FCF. Huge upside potential"
X Link 2025-07-16T18:50Z [--] followers, [--] engagements
"I visited a small family-owned car dealership and learned that there's a surge in demand for new cars particularly hybrid models. The dealership mentioned that people are eager to buy resulting in faster sales and a strong market ahead. I end up buying new too. Bullish ๐ฅ $cps"
X Link 2025-07-24T03:03Z [--] followers, [---] engagements
"I'm surprised to see that I have never ever searched Vans brands online I'm encountering lots of ads nowadays. I know Management focusing on rebuilding brand image. But to guy like me who never ever paid attention to vans. I wonder if it is a bullish sign๐ค $vfc"
X Link 2025-07-25T05:38Z [--] followers, [---] engagements
"Based on these three slides one can infer the trajectory. My hypothesis is that once we reach Q4 the market will recognize that the business has completed a full cycle (360 degrees) leading to a re-rating. $vfc"
X Link 2025-07-30T15:33Z [--] followers, [---] engagements
"@AsifSuria The new set-up up seems attractive. 1.5B asset backed loan helps to (pay down [---] million march [----] debt) and turnaround expenses. YOY up cash flow helps maintaining revolving credit facility. Likely see huge +ve EBIT and cash flow by the time we exit Q4. What you think ๐ค"
X Link 2025-07-31T18:41Z [--] followers, [--] engagements
"$cps I'm so excited to see that Cooper Standard hitting sixers at every ball. Management is hitting the ball out of the park every time. Bullish ๐ฅ I was expecting a little shy of $700M vs. Management did $706 Raising Guidance Every region up except NA"
X Link 2025-07-31T20:50Z [--] followers, [---] engagements
"Wow $cps ๐ Investor always needs a long runway so an investor can sleep better at night. If this is achievable (Acc. to mgmt.)Even today business trading at cheap valuations with huge margin of safety. $CPS - Holy shit https://t.co/AMlUmSfk9h $CPS - Holy shit https://t.co/AMlUmSfk9h"
X Link 2025-08-01T18:08Z [--] followers, [---] engagements
"The Roadmap Paints a Different Picture. Let's see by EOY. $cps"
X Link 2025-08-04T20:06Z [--] followers, [---] engagements
"@CapitalFang 600M to pay down [----] Maturity. 1.5B asset-backed facility Good FCF to pay down further debt/buyback. TNF TIMBERLAND ALTRA growing just waiting on "VANS" now. Probably see some operational efficiency happening by Q4 which set the strong stage for next year. What's your take"
X Link 2025-09-15T19:36Z [--] followers, [--] engagements
"Whether You use $NVDA GPUs or $AMD GPUs memory remains the key winner. The real question is whether memory companies have learned anything from their past boom-and-bust cycles and only time will tell. $MU Still lot of ๐ฅ in the name. Market is pricing $MU like it has peaked its earnings just like every cycle but it seems pretty undervalued if we compare them to others. Market hates MU whereas valuations are tripling every year for Nvda. MU seems like a long and promising bet. Morning thought ๐ญ https://t.co/fmkHyHeHfU Market is pricing $MU like it has peaked its earnings just like every cycle"
X Link 2025-09-19T17:42Z [--] followers, [---] engagements
"@CapitalFang The link above tells everything all we need to know. Plus about refi we will get the refi news in b/w Q3 and before Q4 Call I suppose. I'm expecting a huge move (about $20-$25) after news hit the floor. Waiting patiently on it too. https://x.com/ThDarkVigilante/status/1971270409187475950t=ctjkhkxTOO7SXpOtr3pNrQ&s=19 Micron Technology's earnings call management mentioned strengthening automotive demand throughout the quarter exceeding initial forecasts. $Cps management might tick up the guidance in upcoming quarters. Stars ๐ are aligning. https://t.co/BcDJvVySXm"
X Link 2025-10-11T19:25Z [--] followers, [---] engagements
"Dave & Busters Entertainment ( $play ) offers huge opportunities at $23 price levels. Just an opinion. Ready to learn more. Thanks"
X Link 2025-02-26T05:04Z [--] followers, [---] engagements
"$QUAD QUAD GRAPHICS FY25 EXPECTED EBITDA $180M-220M ($200M MIDPOINT) MANAGEMENT GUIDED YE DEBT [---] EBITDA ($300M) FY [--] CASH FLOW 40M-60M (50M AVG.) TRADING [--] TIMES FCF. HUGE OPPORTUNITY IMO. SHOULD BE TRADING $20 VS $5.50. NEED PATIENCE ON THIS PARTICULAR ONE I THINK ๐ค"
X Link 2025-07-10T06:42Z [--] followers, [---] engagements
"If the declining rate of marketing services can be offset with similar growth rate in saas business (which is now 61%) with 15% to 20% ebitda margin and debt paydown. I think the upside is huge. Didnt do much DD on it. I like the odds at the current level. Any idea๐ก $THRY"
X Link 2025-07-26T02:33Z [--] followers, [---] engagements
"@Fierce__beast At this point shorting $THRY seems a foolish idea IMO. What's your short price point for "THRY" and why and timeline Care to share. Thanks"
X Link 2025-08-31T18:12Z [--] followers, [---] engagements
"Expectating strong sales in Sep. As well as subsidy ends (EVs) forecasting sales surging Oct-Dec as new incentives drive inventory clearance (Strong Sales Months Ahead) hence production growth. $Cps"
X Link 2025-09-04T18:47Z [--] followers, [---] engagements
"I'm starting to like $AKA which consists of four brands pitched by @kingdomcapadv I feel like they're using the Coca-Cola strategy to be there where there customer is and present in a way that customer engage with them happily rooting for a culture that lasts long 1/4"
X Link 2025-10-15T20:12Z [--] followers, [---] engagements
"@CapitalFang Ford is hiring to ramp up production of F-150 in [----] I modeled different numbers during Q2 results. Would listen to CC tomorrow https://x.com/ThDarkVigilante/status/1984040261547340092t=Oe_CNhGY7qsY8wrBqVXw-Q&s=19 $CPS Earnings are out You have to sometimes play your hand even though you don't like the cards. But the way I calculated last Q I was expecting 240-245 vs 200-210( mid [---] ) now. That's big difference Even with 25M impact. Have to listen to CC tomorrow to understand https://t.co/0KCMlVcgyh"
X Link 2025-10-31T01:33Z [--] followers, [---] engagements
"@CapitalFang VFC Dickies sale $600M to paydown debt No Maturities till [--] 400M+ cash+1.5B credit facility strong FCF Good Runway. TNF/TIMBERLAND/ALTRA growing will better understand trajectory of vans by Q4 FY26 to Q1 FY27. Easy Math here "NWL" dead money too hard pile. what you think"
X Link 2025-11-02T02:51Z [--] followers, [--] engagements
"@TidefallCapital To understand it one has to understand boom and bust cycles/Moore's law/cut throat competition until we r left with [--] players represents 90%+ market share in DRAM & NAND. I was bullish MU since [----] when it was in lower $50s. Question is have all [--] mgmts. learned from boom/bust"
X Link 2025-12-01T01:06Z [--] followers, [---] engagements
"$cps Just finished "CC" and mgmt. Provide execution confidence despite headwinds. Mgmt. have Continued to monitor debt markets & consulting for a potential refinance &: As expected "march in one case" "may in another" or "they can combine them in one transaction". $cps Reporting Q4 on Feb [--] & cc Feb [--]. I'm expecting refinancing soon (possibly with/around earnings(if not) then march/may in both cases (expecting commentary in cc). Expecting a huge run toward $45 soon๐ค Stay Tuned. $cps Reporting Q4 on Feb [--] & cc Feb [--]. I'm expecting refinancing soon (possibly with/around earnings(if not)"
X Link 2026-02-13T18:28Z [--] followers, [--] engagements
"Micron Technology's earnings call management mentioned strengthening automotive demand throughout the quarter exceeding initial forecasts. $Cps management might tick up the guidance in upcoming quarters. Stars ๐ are aligning"
X Link 2025-09-25T17:47Z [--] followers, [---] engagements
"$CPS Earnings are out You have to sometimes play your hand even though you don't like the cards. But the way I calculated last Q I was expecting 240-245 vs 200-210( mid [---] ) now. That's big difference Even with 25M impact. Have to listen to CC tomorrow to understand"
X Link 2025-10-30T23:30Z [--] followers, [---] engagements
"$cps Reporting Q4 on Feb [--] & cc Feb [--]. I'm expecting refinancing soon (possibly with/around earnings(if not) then march/may in both cases (expecting commentary in cc). Expecting a huge run toward $45 soon๐ค Stay Tuned"
X Link 2026-02-09T19:52Z [--] followers, [---] engagements
"@GanSic966 1)Appear no major refinancing in guide. hence interest expense doesn't change. 2)SaaR doesn't matter much CPV on highly valued trucks/ cars is more profitable. 3) china production definitely going up as under EU rules carmakers can now negotiate tariff exemptions"
X Link 2026-02-13T00:24Z [--] followers, [--] engagements
"$cps Wonderful execution despite industry headwinds. Waiting on refinancing . Expecting huge run up ahead. $cps Reporting Q4 on Feb [--] & cc Feb [--]. I'm expecting refinancing soon (possibly with/around earnings(if not) then march/may in both cases (expecting commentary in cc). Expecting a huge run toward $45 soon๐ค Stay Tuned. $cps Reporting Q4 on Feb [--] & cc Feb [--]. I'm expecting refinancing soon (possibly with/around earnings(if not) then march/may in both cases (expecting commentary in cc). Expecting a huge run toward $45 soon๐ค Stay Tuned"
X Link 2026-02-12T22:22Z [--] followers, [---] engagements
"@StephenFrampto9 Provided comments on refinancing suggests refinancing could happen before issue becomes current as expected " march in one case" &"may in another". / possibly( but less likely)together in one transaction. Further boost for the stock price"
X Link 2026-02-13T21:33Z [--] followers, [--] engagements
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/creator/twitter::ThDarkVigilante