[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @TheBenSchmark JabroniCoin.USD JabroniCoin.USD posts on X about $cold, $line, $acmr, china the most. They currently have XXXXX followers and XX posts still getting attention that total XXX engagements in the last XX hours. ### Engagements: XXX [#](/creator/twitter::1927589978/interactions)  - X Week XXXXX +168% - X Month XXXXXX +84% - X Months XXXXXXX -XX% - X Year XXXXXXX +70% ### Mentions: XX [#](/creator/twitter::1927589978/posts_active)  - X Week XX +70% - X Month XX +78% - X Months XXX -XX% - X Year XXX +28% ### Followers: XXXXX [#](/creator/twitter::1927589978/followers)  - X Week XXXXX +0.14% - X Month XXXXX +0.40% - X Months XXXXX +4.90% - X Year XXXXX +17% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::1927589978/influencer_rank)  ### Social Influence [#](/creator/twitter::1927589978/influence) --- **Social category influence** [stocks](/list/stocks) XXXXX% [finance](/list/finance) XXXXX% [countries](/list/countries) XXXX% [currencies](/list/currencies) XXXX% [technology brands](/list/technology-brands) XXXX% [travel destinations](/list/travel-destinations) XXXX% [fashion brands](/list/fashion-brands) XXXX% **Social topic influence** [$cold](/topic/$cold) 7.69%, [$line](/topic/$line) 7.69%, [$acmr](/topic/$acmr) 5.13%, [china](/topic/china) 5.13%, [morgan stanley](/topic/morgan-stanley) 5.13%, [jpm](/topic/jpm) 5.13%, [spec](/topic/spec) 2.56%, [drivers](/topic/drivers) 2.56%, [investment](/topic/investment) 2.56%, [hua hong](/topic/hua-hong) XXXX% **Top accounts mentioned or mentioned by** [@joinyellowbrick](/creator/undefined) [@friendlybearsa](/creator/undefined) [@jonlitt](/creator/undefined) [@arlnowdotcom](/creator/undefined) [@bleeckerst](/creator/undefined) [@equityres](/creator/undefined) [@smartrentdotcom](/creator/undefined) [@maffeifake](/creator/undefined) [@jimmydagreek76](/creator/undefined) [@capitalatrisk23](/creator/undefined) [@matth203](/creator/undefined) [@wallstreet_3](/creator/undefined) [@institlpgp](/creator/undefined) [@sagittacapital](/creator/undefined) **Top assets mentioned** [Americold Realty Trust, Inc. (COLD)](/topic/$cold) [Lineage, Inc. Common Stock (LINE)](/topic/$line) [Morgan Stanley (MS)](/topic/morgan-stanley) [Broadcom, Inc. (AVGO)](/topic/$avgo) [EQT, Corp. (EQT)](/topic/$eqt) [The Chemours Company (CC)](/topic/$cc) [Honeywell International Inc (HON)](/topic/honeywell) [TripAdvisor, Inc. (TRIP)](/topic/$trip) [SpaceN (SN)](/topic/$sn) ### Top Social Posts [#](/creator/twitter::1927589978/posts) --- Top posts by engagements in the last XX hours "Im once again asking cold storage analysts to report supply growth in *cubic feet* given that old facilities used to be XX ft high & new facilities are over XX ft. Total % *volume* of capacity coming online lot higher than suggested. $COLD & $LINE pricing may be pressured"  [@TheBenSchmark](/creator/x/TheBenSchmark) on [X](/post/tweet/1943759219561574810) 2025-07-11 19:48:05 UTC 5553 followers, 1073 engagements "Morgan Stanley expects aggressive China WFE spend into 2025. Key projects (DRAM NAND Hua Hong SMIC) remain the key drivers for investment into 2025. All relevant for $ACMR"  [@TheBenSchmark](/creator/x/TheBenSchmark) on [X](/post/tweet/1839651784580596060) 2024-09-27 13:02:19 UTC 5553 followers, 1218 engagements "Miz on Broadcom $AVGO: Custom ASIC mix ramping fast through 2027 Scale Up deployments tiny now; will be XX% in 2026 XPUs are operating margin & FCF driver as R&D shared with customer $XXX PT"  [@TheBenSchmark](/creator/x/TheBenSchmark) on [X](/post/tweet/1945464502981398758) 2025-07-16 12:44:17 UTC 5550 followers, 1117 engagements "Mizuho: $EQT still offers XX% NAV upside and is one of the go-to stocks for gas exposure. Fundamental upside torque to gas and deleveraging aside EQT should get most of the Gas E&P for datacenter flows given liquidity and story"  [@TheBenSchmark](/creator/x/TheBenSchmark) on [X](/post/tweet/1945163340709253375) 2025-07-15 16:47:34 UTC 5550 followers, 1163 engagements "JPM no longer hot on $COLD and finds Lineage to be below its $LINE Still no explicit mention on oversupply and pricing pressures"  [@TheBenSchmark](/creator/x/TheBenSchmark) on [X](/post/tweet/1937614602575003893) 2025-06-24 20:51:35 UTC 5553 followers, 2405 engagements "Bernstein updates its China domestic substitution numbers 1) while total China WFE may be declining self-sufficiency is accelerating 2) mature-node spend continues & *needs* to stay high $ACMR AMEC & Naura benefit. Latter should buy ACM Shanghai & create WFE platform IMHO"  [@TheBenSchmark](/creator/x/TheBenSchmark) on [X](/post/tweet/1890464486097625249) 2025-02-14 18:13:51 UTC 5549 followers, 1660 engagements "Zillow $Z long on VIC. Outlines multiple reasons to own besides just a bet on Existing Home Sales rebounding"  [@TheBenSchmark](/creator/x/TheBenSchmark) on [X](/post/tweet/1945198338829115630) 2025-07-15 19:06:38 UTC 5553 followers, XXX engagements "Low-cost TiO2 producer & refrigerant manufacturer Chemours $CC being touted as a AI datacenter liquid cooling winner. And the new management team seems to have jumped on this train on the last call as Honeywell plans to spinout the refrigerants business (Soldtice) ❄🧊"  [@TheBenSchmark](/creator/x/TheBenSchmark) on [X](/post/tweet/1946213740635914493) 2025-07-18 14:21:29 UTC 5550 followers, 1029 engagements "DB sets a new $LINE for Lineage estimates. Customer de-stocking Pricing pressure in both segments negative impact of tariffs reduced estimates potential further de-rating Perhaps this will lead to investor de-stocking of $LINE & $COLD"  [@TheBenSchmark](/creator/x/TheBenSchmark) on [X](/post/tweet/1939656323651469614) 2025-06-30 12:04:39 UTC 5552 followers, 1291 engagements "Several interested parties wanted to buy TripAdvisor in spring of 2024 despite complex structure at $28-30/share. Now simplified and Viator/The Fork have grown significantly. Free from liberty and now in a post-malone era lets see if they $TRIP up again @maffei_fake"  [@TheBenSchmark](/creator/x/TheBenSchmark) on [X](/post/tweet/1945125266608562431) 2025-07-15 14:16:16 UTC 5550 followers, XXX engagements "Morgan Stanley: $SN sales growth accelerated again in the most recent period in Nielsen scanner data MS relative bear on SN. Wen upgrade"  [@TheBenSchmark](/creator/x/TheBenSchmark) on [X](/post/tweet/1944496556620566993) 2025-07-13 20:38:00 UTC 5549 followers, 1544 engagements
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@TheBenSchmark JabroniCoin.USD
JabroniCoin.USD posts on X about $cold, $line, $acmr, china the most. They currently have XXXXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.
Engagements: XXX #
- X Week XXXXX +168%
- X Month XXXXXX +84%
- X Months XXXXXXX -XX%
- X Year XXXXXXX +70%
Mentions: XX #
- X Week XX +70%
- X Month XX +78%
- X Months XXX -XX%
- X Year XXX +28%
Followers: XXXXX #
- X Week XXXXX +0.14%
- X Month XXXXX +0.40%
- X Months XXXXX +4.90%
- X Year XXXXX +17%
CreatorRank: XXXXXXXXX #
Social Influence #
Social category influence stocks XXXXX% finance XXXXX% countries XXXX% currencies XXXX% technology brands XXXX% travel destinations XXXX% fashion brands XXXX%
Social topic influence $cold 7.69%, $line 7.69%, $acmr 5.13%, china 5.13%, morgan stanley 5.13%, jpm 5.13%, spec 2.56%, drivers 2.56%, investment 2.56%, hua hong XXXX%
Top accounts mentioned or mentioned by @joinyellowbrick @friendlybearsa @jonlitt @arlnowdotcom @bleeckerst @equityres @smartrentdotcom @maffeifake @jimmydagreek76 @capitalatrisk23 @matth203 @wallstreet_3 @institlpgp @sagittacapital
Top assets mentioned Americold Realty Trust, Inc. (COLD) Lineage, Inc. Common Stock (LINE) Morgan Stanley (MS) Broadcom, Inc. (AVGO) EQT, Corp. (EQT) The Chemours Company (CC) Honeywell International Inc (HON) TripAdvisor, Inc. (TRIP) SpaceN (SN)
Top Social Posts #
Top posts by engagements in the last XX hours
"Im once again asking cold storage analysts to report supply growth in cubic feet given that old facilities used to be XX ft high & new facilities are over XX ft. Total % volume of capacity coming online lot higher than suggested. $COLD & $LINE pricing may be pressured"
@TheBenSchmark on X 2025-07-11 19:48:05 UTC 5553 followers, 1073 engagements
"Morgan Stanley expects aggressive China WFE spend into 2025. Key projects (DRAM NAND Hua Hong SMIC) remain the key drivers for investment into 2025. All relevant for $ACMR" @TheBenSchmark on X 2024-09-27 13:02:19 UTC 5553 followers, 1218 engagements
"Miz on Broadcom $AVGO: Custom ASIC mix ramping fast through 2027 Scale Up deployments tiny now; will be XX% in 2026 XPUs are operating margin & FCF driver as R&D shared with customer $XXX PT" @TheBenSchmark on X 2025-07-16 12:44:17 UTC 5550 followers, 1117 engagements
"Mizuho: $EQT still offers XX% NAV upside and is one of the go-to stocks for gas exposure. Fundamental upside torque to gas and deleveraging aside EQT should get most of the Gas E&P for datacenter flows given liquidity and story" @TheBenSchmark on X 2025-07-15 16:47:34 UTC 5550 followers, 1163 engagements
"JPM no longer hot on $COLD and finds Lineage to be below its $LINE Still no explicit mention on oversupply and pricing pressures" @TheBenSchmark on X 2025-06-24 20:51:35 UTC 5553 followers, 2405 engagements
"Bernstein updates its China domestic substitution numbers 1) while total China WFE may be declining self-sufficiency is accelerating 2) mature-node spend continues & needs to stay high $ACMR AMEC & Naura benefit. Latter should buy ACM Shanghai & create WFE platform IMHO" @TheBenSchmark on X 2025-02-14 18:13:51 UTC 5549 followers, 1660 engagements
"Zillow $Z long on VIC. Outlines multiple reasons to own besides just a bet on Existing Home Sales rebounding" @TheBenSchmark on X 2025-07-15 19:06:38 UTC 5553 followers, XXX engagements
"Low-cost TiO2 producer & refrigerant manufacturer Chemours $CC being touted as a AI datacenter liquid cooling winner. And the new management team seems to have jumped on this train on the last call as Honeywell plans to spinout the refrigerants business (Soldtice) ❄🧊" @TheBenSchmark on X 2025-07-18 14:21:29 UTC 5550 followers, 1029 engagements
"DB sets a new $LINE for Lineage estimates. Customer de-stocking Pricing pressure in both segments negative impact of tariffs reduced estimates potential further de-rating Perhaps this will lead to investor de-stocking of $LINE & $COLD" @TheBenSchmark on X 2025-06-30 12:04:39 UTC 5552 followers, 1291 engagements
"Several interested parties wanted to buy TripAdvisor in spring of 2024 despite complex structure at $28-30/share. Now simplified and Viator/The Fork have grown significantly. Free from liberty and now in a post-malone era lets see if they $TRIP up again @maffei_fake" @TheBenSchmark on X 2025-07-15 14:16:16 UTC 5550 followers, XXX engagements
"Morgan Stanley: $SN sales growth accelerated again in the most recent period in Nielsen scanner data MS relative bear on SN. Wen upgrade" @TheBenSchmark on X 2025-07-13 20:38:00 UTC 5549 followers, 1544 engagements