[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, $line, bullish, at least the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXXX engagements in the last XX hours. ### Engagements: XXXXXX [#](/creator/twitter::1927589978/interactions)  - X Week XXXXXX +54% - X Month XXXXXXX -XX% - X Months XXXXXXX +193% - X Year XXXXXXXXX +52% ### Mentions: XX [#](/creator/twitter::1927589978/posts_active)  - X Week XX -XX% - X Month XXX -XX% - X Months XXX +82% - X Year XXX -XXXX% ### Followers: XXXXX [#](/creator/twitter::1927589978/followers)  - X Week XXXXX +0.43% - X Month XXXXX +1.70% - X Months XXXXX +8.70% - X Year XXXXX +19% ### CreatorRank: XXXXXXX [#](/creator/twitter::1927589978/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) XX% [stocks](/list/stocks) X% [technology brands](/list/technology-brands) X% **Social topic influence** [$cold](/topic/$cold) #13, [$line](/topic/$line) #1, [bullish](/topic/bullish) #2098, [at least](/topic/at-least) 8%, [imo](/topic/imo) 6%, [constellation](/topic/constellation) #13, [business](/topic/business) 4%, [stem](/topic/stem) 4%, [stocks](/topic/stocks) 4%, [money](/topic/money) X% **Top accounts mentioned or mentioned by** [@tsxman](/creator/undefined) [@mr_neutral_man](/creator/undefined) [@fluctuscapital](/creator/undefined) [@mrneutralman](/creator/undefined) [@onelineage](/creator/undefined) [@nuggetcapital](/creator/undefined) [@citrini7](/creator/undefined) [@aggiecapitalist](/creator/undefined) [@thebenschmarks](/creator/undefined) [@jukan05](/creator/undefined) [@ernestwongbwm](/creator/undefined) [@air_real_estate](/creator/undefined) [@taobanker](/creator/undefined) [@abraxasbridge](/creator/undefined) [@turnlifecapital](/creator/undefined) [@aprescapital](/creator/undefined) [@thedudeabidess7](/creator/undefined) **Top assets mentioned** [Americold Realty Trust, Inc. (COLD)](/topic/$cold) [Lineage, Inc. Common Stock (LINE)](/topic/$line) [SpaceN (SN)](/topic/$sn) [Broadcom, Inc. (AVGO)](/topic/$avgo) ### Top Social Posts Top posts by engagements in the last XX hours "Former bulls NBC with a balanced view of Constellation Software $CSU. Editorializing mine" [X Link](https://x.com/TheBenSchmark/status/1987894023063843111) 2025-11-10T14:44Z 6009 followers, 25.4K engagements "Newmark notes that most new cold storage developments are over 200k square feet & taking longer to lease up. This is true but *understates* the issue because these newer and larger facilities are also taller. More volume more unleased supply. More discounting at $COLD $LINE" [X Link](https://x.com/TheBenSchmark/status/1977797014050967637) 2025-10-13T18:02Z 6005 followers, 1391 engagements "Newmark showing new supply wave of cold storage while pointing out that older facilities are the most structurally vacant & disadvantaged. Americold $COLD facilities are the oldest & least automated (with the highest maintenance capex needs). $LINE has newer & taller ones" [X Link](https://x.com/TheBenSchmark/status/1978146647646372322) 2025-10-14T17:11Z 6005 followers, 6061 engagements "Sometimes its just nice to look at basic industry dynamics in a chart. Here is cold storage demand. And supply. The period post 2020 shows quite a divergence. $COLD $LINE" [X Link](https://x.com/TheBenSchmark/status/1981005544686227901) 2025-10-22T14:31Z 6005 followers, 8097 engagements "Barclays (which is still Overweight $COLD & $LINE) provides a mixed industry picture: Bullish: Walmart is offering cheap thanksgiving turkeys Bearish: significant supply with many facilities operating at XX% utilization (or vacant) economic occupancy decline & share loss" [X Link](https://x.com/TheBenSchmark/status/1981375014772625834) 2025-10-23T14:59Z 6005 followers, 1766 engagements "Just mentioning that $SN reports finished goods purchased from (all) JS Global entities is a tiny fraction of their COGS so reliance doesnt appear to be that high anymore. Comments and opposing views welcome" [X Link](https://x.com/TheBenSchmark/status/1985813356003918273) 2025-11-04T20:56Z 6004 followers, 1705 engagements "$LINE cuts guidance again. Even bulls on the street are noting that 2025 challenges will likely continue in 2026 Oversupply is worse than the companies care to admit publicly and pricing could get worse. Lets see" [X Link](https://x.com/TheBenSchmark/status/1986088157293457561) 2025-11-05T15:08Z 6005 followers, 2263 engagements "That ticking time bomb coming due in 2026 with a huge chunk of their fixed commitments rolling off. $COLD copping to 200-300 bps of economic occupancy loss & 100-200 bps in pricing but could be a worse given empty new facilities discounting. Ill take the Under on the $LINE" [X Link](https://x.com/TheBenSchmark/status/1986465590513467674) 2025-11-06T16:07Z 6005 followers, 1609 engagements "Who else is Team Transitory 🧊🫠 $COLD $LINE If new entrants came in without a business model what does it say about the barriers to entry in this industry And what will they do to discounting to stem their cash bleed" [X Link](https://x.com/TheBenSchmark/status/1986506944816029932) 2025-11-06T18:52Z 6004 followers, 2713 engagements "UBS update on cold storage states we think it should take at least X years to absorb the remaining supply which is quite concerning for $COLD & $LINE However they are still reliant on square feet estimates which significantly *understate* the amount of oversupply 😬" [X Link](https://x.com/TheBenSchmark/status/1987898245696086199) 2025-11-10T15:00Z 6004 followers, 2225 engagements "Evercore takes down $LINE numbers and price target and begins to incorporate EV/EBITA valuation. At 10x EV/EBITDA both $COLD & $LINE have significant downside. At 10x real free cash flow oof" [X Link](https://x.com/TheBenSchmark/status/1987981183016439841) 2025-11-10T20:30Z 6004 followers, 1675 engagements "If the actual volume of oversupply is *greater than 2x* what $LINE suggests would that be concerning Not only are these numbers misleading investors they are likely misleading operators & developers. At least customers seem to realize they are entitled to discounts now $COLD" [X Link](https://x.com/TheBenSchmark/status/1988344535580119144) 2025-11-11T20:34Z 6005 followers, 5872 engagements "To his credit the bullish $COLD analyst that Barrons quoted in their article has downgraded the stock and taken down numbers. He notes further pressure on economic occupancy fixed commit roll-off and that the stock isnt that cheap. Not bullish $LINE either" [X Link](https://x.com/TheBenSchmark/status/1989393275820945769) 2025-11-14T18:01Z 6006 followers, 4936 engagements "@FluctusCapital Most things have a price but on true FCF $COLD still quite expensive. More likely to be a buyer of $LINE gun to head" [X Link](https://x.com/TheBenSchmark/status/1989402745913393435) 2025-11-14T18:39Z 6005 followers, XXX engagements "Very good articulation of negative dynamics at $COLD and $LINE given current oversupplied market. 2026 will be the year of reckoning as a large part of the fixed-volume book rolls of" [X Link](https://x.com/TheBenSchmark/status/1993361645024784512) 2025-11-25T16:50Z 6004 followers, 1522 engagements "$COLD truth: the earnings quality of these stocks is below my $LINE" [X Link](https://x.com/TheBenSchmark/status/1993700457848664454) 2025-11-26T15:16Z 6005 followers, 2248 engagements "@tsxman The first question to ask imo is how much volume oversupply is there (And for how long will half-empty facilities offer discounts) Second how much are $COLD & $LINE overearning from above-market contracts that roll off in 2026" [X Link](https://x.com/TheBenSchmark/status/1993705637486960935) 2025-11-26T15:37Z 6005 followers, XXX engagements "$LINE is hosting an investor forum next week. I presume they will talk through LinOS future cost saves which may demonstrate differentiation vs $COLD. But it would be nice if @OneLineage updated the industry supply & demand with legitimate numbers (total CF & total demand) 🙏" [X Link](https://x.com/TheBenSchmark/status/1996678687559664001) 2025-12-04T20:31Z 6004 followers, 2158 engagements "Everyone knows the XXX% number is nonsense but if @OneLineage wants to regain credibility as the transparent player especially given their reliance on data science consider acknowledging the real industry number/estimate. $LINE $COLD" [X Link](https://x.com/TheBenSchmark/status/1996681524436258993) 2025-12-04T20:42Z 6004 followers, XXX engagements "In its 10-K $LINE correctly describes its physical occupancy and general capacity in cubic feet. So why is it using square feet to describe the industry oversupply when facility heights have been increasing significantly in recent years Intentionally misleading or lazy $COLD" [X Link](https://x.com/TheBenSchmark/status/1986103017804890483) 2025-11-05T16:07Z 6006 followers, 1292 engagements "If the market starts to value cold storage $COLD & $LINE like the operationally intensive & capital intensive oversupplied low-moat businesses they are on an EV to unlevered FCF basis (after all appropriate capex) oof" [X Link](https://x.com/TheBenSchmark/status/1986820101031473432) 2025-11-07T15:36Z 6006 followers, 1055 engagements "I dont know how much GLP-1 usage is hurting cold storage demand $COLD $LINE But what we do know: 1) theres a secular increase in use & will likely continue due to intent access & availability 2) negative impact of frozen food spend on these 3) industry is oversupplied" [X Link](https://x.com/TheBenSchmark/status/1986837445862961599) 2025-11-07T16:45Z 6006 followers, 1346 engagements "$LINE attempts to address oversupply but IMO likely misleading on industry supply and demand 1) supply added is total *cubic* feet much higher than XXXX% 2) industry demand should not be in our network Oversupply is *much* larger than they suggest 🥶" [X Link](https://x.com/TheBenSchmark/status/1986093831725383723) 2025-11-05T15:30Z 6007 followers, 7321 engagements "Ooh RBC slips in the money insight on cold storage oversuppply: However we note these are based on square feet & cubic feet is likely 1.5-2x higher Lets see when the actual oversupply discounting & time to fill is dimensioned by all analysts 🧊 $LINE $COLD" [X Link](https://x.com/TheBenSchmark/status/1988651527884665201) 2025-11-12T16:54Z 6008 followers, 5276 engagements "So Lineage claimed XXX% oversupply in cold storage. RBC called BS on this "likely 1.5x-2.0x higher". Wolfe data shows XX% supply added. My estimates are even higher. Lots of empty capacity now competing/discounting against incumbent price-gougers. Demand weak. $COLD $LINE" [X Link](https://x.com/TheBenSchmark/status/1991530151830798792) 2025-11-20T15:32Z 6009 followers, 2841 engagements "$COLD & $LINE at the bottom of Wells Fargo REITs normalized FFO deceleration into 2026. After what will likely have been really poor 2025. Even if ones looking for bombed out REIT stocks many other places to look" [X Link](https://x.com/TheBenSchmark/status/1996971933582156150) 2025-12-05T15:56Z 6009 followers, 8621 engagements "Colliers summarizing cold storage dynamics at recent conference $LINE $COLD : developers rushed in 2021-2025 with excess capacity (low barrier to entry) power costs rising competing against AI Ozempic/GLP demand uncertainty tariff uncertainty" [X Link](https://x.com/TheBenSchmark/status/1998102009509974366) 2025-12-08T18:46Z 6009 followers, 1269 engagements "$AVGO is more Constellation Hardware and less Valeant H/T @jukan05" [X Link](https://x.com/TheBenSchmark/status/1998111238254161985) 2025-12-08T19:23Z 6009 followers, 9203 engagements
[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, bullish, at least the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXXX engagements in the last XX hours.
Engagements: XXXXXX #
- X Week XXXXXX +54%
- X Month XXXXXXX -XX%
- X Months XXXXXXX +193%
- X Year XXXXXXXXX +52%
Mentions: XX #
- X Week XX -XX%
- X Month XXX -XX%
- X Months XXX +82%
- X Year XXX -XXXX%
Followers: XXXXX #
- X Week XXXXX +0.43%
- X Month XXXXX +1.70%
- X Months XXXXX +8.70%
- X Year XXXXX +19%
CreatorRank: XXXXXXX #
Social Influence
Social category influence finance XX% stocks X% technology brands X%
Social topic influence $cold #13, $line #1, bullish #2098, at least 8%, imo 6%, constellation #13, business 4%, stem 4%, stocks 4%, money X%
Top accounts mentioned or mentioned by @tsxman @mr_neutral_man @fluctuscapital @mrneutralman @onelineage @nuggetcapital @citrini7 @aggiecapitalist @thebenschmarks @jukan05 @ernestwongbwm @air_real_estate @taobanker @abraxasbridge @turnlifecapital @aprescapital @thedudeabidess7
Top assets mentioned Americold Realty Trust, Inc. (COLD) Lineage, Inc. Common Stock (LINE) SpaceN (SN) Broadcom, Inc. (AVGO)
Top Social Posts
Top posts by engagements in the last XX hours
"Former bulls NBC with a balanced view of Constellation Software $CSU. Editorializing mine"
X Link 2025-11-10T14:44Z 6009 followers, 25.4K engagements
"Newmark notes that most new cold storage developments are over 200k square feet & taking longer to lease up. This is true but understates the issue because these newer and larger facilities are also taller. More volume more unleased supply. More discounting at $COLD $LINE"
X Link 2025-10-13T18:02Z 6005 followers, 1391 engagements
"Newmark showing new supply wave of cold storage while pointing out that older facilities are the most structurally vacant & disadvantaged. Americold $COLD facilities are the oldest & least automated (with the highest maintenance capex needs). $LINE has newer & taller ones"
X Link 2025-10-14T17:11Z 6005 followers, 6061 engagements
"Sometimes its just nice to look at basic industry dynamics in a chart. Here is cold storage demand. And supply. The period post 2020 shows quite a divergence. $COLD $LINE"
X Link 2025-10-22T14:31Z 6005 followers, 8097 engagements
"Barclays (which is still Overweight $COLD & $LINE) provides a mixed industry picture: Bullish: Walmart is offering cheap thanksgiving turkeys Bearish: significant supply with many facilities operating at XX% utilization (or vacant) economic occupancy decline & share loss"
X Link 2025-10-23T14:59Z 6005 followers, 1766 engagements
"Just mentioning that $SN reports finished goods purchased from (all) JS Global entities is a tiny fraction of their COGS so reliance doesnt appear to be that high anymore. Comments and opposing views welcome"
X Link 2025-11-04T20:56Z 6004 followers, 1705 engagements
"$LINE cuts guidance again. Even bulls on the street are noting that 2025 challenges will likely continue in 2026 Oversupply is worse than the companies care to admit publicly and pricing could get worse. Lets see"
X Link 2025-11-05T15:08Z 6005 followers, 2263 engagements
"That ticking time bomb coming due in 2026 with a huge chunk of their fixed commitments rolling off. $COLD copping to 200-300 bps of economic occupancy loss & 100-200 bps in pricing but could be a worse given empty new facilities discounting. Ill take the Under on the $LINE"
X Link 2025-11-06T16:07Z 6005 followers, 1609 engagements
"Who else is Team Transitory 🧊🫠 $COLD $LINE If new entrants came in without a business model what does it say about the barriers to entry in this industry And what will they do to discounting to stem their cash bleed"
X Link 2025-11-06T18:52Z 6004 followers, 2713 engagements
"UBS update on cold storage states we think it should take at least X years to absorb the remaining supply which is quite concerning for $COLD & $LINE However they are still reliant on square feet estimates which significantly understate the amount of oversupply 😬"
X Link 2025-11-10T15:00Z 6004 followers, 2225 engagements
"Evercore takes down $LINE numbers and price target and begins to incorporate EV/EBITA valuation. At 10x EV/EBITDA both $COLD & $LINE have significant downside. At 10x real free cash flow oof"
X Link 2025-11-10T20:30Z 6004 followers, 1675 engagements
"If the actual volume of oversupply is greater than 2x what $LINE suggests would that be concerning Not only are these numbers misleading investors they are likely misleading operators & developers. At least customers seem to realize they are entitled to discounts now $COLD"
X Link 2025-11-11T20:34Z 6005 followers, 5872 engagements
"To his credit the bullish $COLD analyst that Barrons quoted in their article has downgraded the stock and taken down numbers. He notes further pressure on economic occupancy fixed commit roll-off and that the stock isnt that cheap. Not bullish $LINE either"
X Link 2025-11-14T18:01Z 6006 followers, 4936 engagements
"@FluctusCapital Most things have a price but on true FCF $COLD still quite expensive. More likely to be a buyer of $LINE gun to head"
X Link 2025-11-14T18:39Z 6005 followers, XXX engagements
"Very good articulation of negative dynamics at $COLD and $LINE given current oversupplied market. 2026 will be the year of reckoning as a large part of the fixed-volume book rolls of"
X Link 2025-11-25T16:50Z 6004 followers, 1522 engagements
"$COLD truth: the earnings quality of these stocks is below my $LINE"
X Link 2025-11-26T15:16Z 6005 followers, 2248 engagements
"@tsxman The first question to ask imo is how much volume oversupply is there (And for how long will half-empty facilities offer discounts) Second how much are $COLD & $LINE overearning from above-market contracts that roll off in 2026"
X Link 2025-11-26T15:37Z 6005 followers, XXX engagements
"$LINE is hosting an investor forum next week. I presume they will talk through LinOS future cost saves which may demonstrate differentiation vs $COLD. But it would be nice if @OneLineage updated the industry supply & demand with legitimate numbers (total CF & total demand) 🙏"
X Link 2025-12-04T20:31Z 6004 followers, 2158 engagements
"Everyone knows the XXX% number is nonsense but if @OneLineage wants to regain credibility as the transparent player especially given their reliance on data science consider acknowledging the real industry number/estimate. $LINE $COLD"
X Link 2025-12-04T20:42Z 6004 followers, XXX engagements
"In its 10-K $LINE correctly describes its physical occupancy and general capacity in cubic feet. So why is it using square feet to describe the industry oversupply when facility heights have been increasing significantly in recent years Intentionally misleading or lazy $COLD"
X Link 2025-11-05T16:07Z 6006 followers, 1292 engagements
"If the market starts to value cold storage $COLD & $LINE like the operationally intensive & capital intensive oversupplied low-moat businesses they are on an EV to unlevered FCF basis (after all appropriate capex) oof"
X Link 2025-11-07T15:36Z 6006 followers, 1055 engagements
"I dont know how much GLP-1 usage is hurting cold storage demand $COLD $LINE But what we do know: 1) theres a secular increase in use & will likely continue due to intent access & availability 2) negative impact of frozen food spend on these 3) industry is oversupplied"
X Link 2025-11-07T16:45Z 6006 followers, 1346 engagements
"$LINE attempts to address oversupply but IMO likely misleading on industry supply and demand 1) supply added is total cubic feet much higher than XXXX% 2) industry demand should not be in our network Oversupply is much larger than they suggest 🥶"
X Link 2025-11-05T15:30Z 6007 followers, 7321 engagements
"Ooh RBC slips in the money insight on cold storage oversuppply: However we note these are based on square feet & cubic feet is likely 1.5-2x higher Lets see when the actual oversupply discounting & time to fill is dimensioned by all analysts 🧊 $LINE $COLD"
X Link 2025-11-12T16:54Z 6008 followers, 5276 engagements
"So Lineage claimed XXX% oversupply in cold storage. RBC called BS on this "likely 1.5x-2.0x higher". Wolfe data shows XX% supply added. My estimates are even higher. Lots of empty capacity now competing/discounting against incumbent price-gougers. Demand weak. $COLD $LINE"
X Link 2025-11-20T15:32Z 6009 followers, 2841 engagements
"$COLD & $LINE at the bottom of Wells Fargo REITs normalized FFO deceleration into 2026. After what will likely have been really poor 2025. Even if ones looking for bombed out REIT stocks many other places to look"
X Link 2025-12-05T15:56Z 6009 followers, 8621 engagements
"Colliers summarizing cold storage dynamics at recent conference $LINE $COLD : developers rushed in 2021-2025 with excess capacity (low barrier to entry) power costs rising competing against AI Ozempic/GLP demand uncertainty tariff uncertainty"
X Link 2025-12-08T18:46Z 6009 followers, 1269 engagements
"$AVGO is more Constellation Hardware and less Valeant H/T @jukan05"
X Link 2025-12-08T19:23Z 6009 followers, 9203 engagements