# ![@fatbowzi Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1892700094392369152.png) @fatbowzi dannny

dannny posts on X about $stvn, $phat, bc, charging the most. They currently have [--] followers and [--] posts still getting attention that total [--] engagements in the last [--] hours.

### Engagements: [--] [#](/creator/twitter::1892700094392369152/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1892700094392369152/c:line/m:interactions.svg)

- [--] Week [---] +7,227%
- [--] Month [-----] +7.50%

### Mentions: [--] [#](/creator/twitter::1892700094392369152/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1892700094392369152/c:line/m:posts_active.svg)

- [--] Month [--] -69%

### Followers: [--] [#](/creator/twitter::1892700094392369152/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1892700094392369152/c:line/m:followers.svg)

- [--] Week [--] +28%
- [--] Month [--] +35%

### CreatorRank: undefined [#](/creator/twitter::1892700094392369152/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1892700094392369152/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  [countries](/list/countries)  [cryptocurrencies](/list/cryptocurrencies)  [finance](/list/finance) 

**Social topic influence**
[$stvn](/topic/$stvn) #10, [$phat](/topic/$phat), [bc](/topic/bc), [charging](/topic/charging), [$cpa](/topic/$cpa), [venezuela](/topic/venezuela), [panama](/topic/panama), [hedge](/topic/hedge), [the 24](/topic/the-24), [esp](/topic/esp)

**Top accounts mentioned or mentioned by**
[@thelapurchaser](/creator/undefined) [@valuedontlie](/creator/undefined) [@randinvest](/creator/undefined) [@thebenschmark](/creator/undefined) [@danielsloeb1](/creator/undefined) [@pennycheck](/creator/undefined) [@kalispellbaycap](/creator/undefined) [@waterworldcapi1](/creator/undefined) [@midwitcapital](/creator/undefined) [@fcompounders](/creator/undefined) [@claycc47](/creator/undefined) [@buccocapital](/creator/undefined) [@contrariancurse](/creator/undefined) [@tszzl](/creator/undefined) [@ericjhonsa](/creator/undefined) [@petermantas](/creator/undefined) [@borlaug](/creator/undefined) [@riggedcapital](/creator/undefined) [@sadandlonely69](/creator/undefined)

**Top assets mentioned**
[Stevanato Group S.p.A. (STVN)](/topic/$stvn) [Copa Holdings, S.A. (CPA)](/topic/$cpa) [GitLab Inc. (GTLB)](/topic/$gtlb) [Century Aluminum Co (CENX)](/topic/$cenx) [Teva Pharmaceutical Industries Limited American Depositary Shares (TEVA)](/topic/$teva) [Repligen, Corp. (RGEN)](/topic/$rgen) [Inspect (INSP)](/topic/$insp) [ResMed Inc. (RMD)](/topic/$rmd) [Weave Communications, Inc. (WEAV)](/topic/$weav) [Haemonetics Corporation (HAE)](/topic/$hae) [Viatris Inc (VTRS)](/topic/$vtrs) [West Pharmaceutical Services Inc. (WST)](/topic/$wst)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@R_and_Invest makes sense - i was moreso thinking when i was looking at this name that there was a 1-time premiumization when costs for charging were low and that was a pull forward. plus a bit a confusion of evtol as % of backlog. but that was only cursory - will revisit"  
[X Link](https://x.com/fatbowzi/status/2009721081557594219)  2026-01-09T20:16Z [--] followers, [--] engagements


"besides the obv upside on $cpa (Copa Airlines) bc of Venezuela as the panama city hub w/ Venezuela routes they also don't hedge fuel costs. margins (23%) are slightly above normalized but historically rlly profitable 🤷♂"  
[X Link](https://x.com/fatbowzi/status/2008253211841564928)  2026-01-05T19:04Z [--] followers, [---] engagements


"bit confused on $phat SI esp given the sales pivot to GIs like ik that it's in part due to aggressive SS & mgmt TAM estimates (wrong refrac rates) but the 24% SI is playing for smt more no"  
[X Link](https://x.com/fatbowzi/status/2000024252649722315)  2025-12-14T02:05Z [--] followers, [---] engagements


"part of the confusion is like the downside is in part offset by higher refill rates from the GIs (vs PCPs) so like rlly confused on what the shorts are playing for here"  
[X Link](https://x.com/fatbowzi/status/2000030467823714404)  2025-12-14T02:29Z [--] followers, [--] engagements


"@DanielSLoeb1 prob not. imo trying to gain traction + sell his course. easiest way to do that is pick a controversial topic + perceived effort (ai-gen description) and just sell to the echo chamber. i mean idt misinfo acc would be plugging his demo to every reply"  
[X Link](https://x.com/fatbowzi/status/2001784893890531525)  2025-12-18T22:41Z [--] followers, [---] engagements


"$phat printing"  
[X Link](https://x.com/fatbowzi/status/2002086457348157685)  2025-12-19T18:39Z [--] followers, [---] engagements


"@pennycheck thoughts on the recent test flight news"  
[X Link](https://x.com/fatbowzi/status/2002975126560862417)  2025-12-22T05:30Z [--] followers, [--] engagements


"@TheBenSchmark what made jp attractive this yr dont rlly follow jp"  
[X Link](https://x.com/fatbowzi/status/2005864086970524103)  2025-12-30T04:50Z [--] followers, [--] engagements


"@Kalispellbaycap @WaterworldCapi1 fs - dont think it'll take that long tho. inventories increasing slowing down pre-owned mkt pj departures slowing ofc super hand-wavy atm but incremental data slowing service rev growth boosted by fractional ownership boost too (not sustainable) we'll see tho 🤷♂"  
[X Link](https://x.com/fatbowzi/status/2006185822500835511)  2025-12-31T02:09Z [--] followers, [--] engagements


"@TheLAPurchaser so im a bit stupid - how incremental is it actually what timeline is that within these cases greenfield dev (onshoring) from my checks are still weak. brownfield dev (not onshoring) has been a big ramp (which imo not appreciated) could be wrong tho"  
[X Link](https://x.com/fatbowzi/status/2008254054565376033)  2026-01-05T19:07Z [--] followers, [---] engagements


"@midwit_capital curious - not that good with SaaS but hasnt like most $gtlb growth come from pricing and yet $gtlb needs to lower prices to grow seats"  
[X Link](https://x.com/fatbowzi/status/2008258194632806478)  2026-01-05T19:23Z [--] followers, [---] engagements


"@R_and_Invest candidly dont know this name as you do. pull forward via product refresh (onboarded southwest as new customer + no new onboarding via STCs) + 1-time cabin premiumization. KID-systeme (Airbus subsidiary) mainly in the linefit (burrana kinda) but has no mature 60W til '27"  
[X Link](https://x.com/fatbowzi/status/2009711852712849702)  2026-01-09T19:40Z [--] followers, [--] engagements


"so much for this lol https://diameter-presents.s3.us-east-1.amazonaws.com/Diameter+Capital+Partners+-+Q4+2025+Letter.pdf https://diameter-presents.s3.us-east-1.amazonaws.com/Diameter+Capital+Partners+-+Q4+2025+Letter.pdf"  
[X Link](https://x.com/anyuser/status/2011151682147868997)  2026-01-13T19:01Z [--] followers, [--] engagements


"@TheBenSchmark to preface ik nothing abt commodity linked names. what dyt abt the $cenx run up so far is it bc ppl are moving in but u dont think the EBITDA projection is fuly priced in or wat"  
[X Link](https://x.com/fatbowzi/status/2011474190877012086)  2026-01-14T16:23Z [--] followers, [--] engagements


"@valuedontlie yea but $teva only recovered becaue of branded exposure not purely generics"  
[X Link](https://x.com/fatbowzi/status/2013328650876203079)  2026-01-19T19:12Z [--] followers, [--] engagements


"@F_Compounders this is literally every hedge fund"  
[X Link](https://x.com/fatbowzi/status/2015624690564300992)  2026-01-26T03:15Z [--] followers, [---] engagements


"@claycc47 @TheLAPurchaser @buccocapital why not wouldn't majority of 'onshoring' j be brownfield dev optically p sure $rgen has torque there no"  
[X Link](https://x.com/fatbowzi/status/1999349075075039735)  2025-12-12T05:22Z [--] followers, [--] engagements


"@ContrarianCurse no way this isnt alr priced in with this being very understood with $insp no tbh idk $rmd that well tho"  
[X Link](https://x.com/fatbowzi/status/1999356782506848359)  2025-12-12T05:52Z [--] followers, [--] engagements


"@TheLAPurchaser mkt is saying front office saas like $weav - disagree tho"  
[X Link](https://x.com/fatbowzi/status/2021237827019690162)  2026-02-10T15:00Z [--] followers, [---] engagements


"anyone know what happened to $hae in aug and nov"  
[X Link](https://x.com/fatbowzi/status/2006066219602883043)  2025-12-30T18:13Z [--] followers, [--] engagements


"@tszzl felt like once open source hype died buyside didnt rlly gaf abt CUDA tho might be pulling from my ass tho"  
[X Link](https://x.com/fatbowzi/status/2020673194256966128)  2026-02-09T01:36Z [--] followers, [--] engagements


"@EricJhonsa $hps long what's the thesis there iirc there was a big thing that hps had little DC exposure (low voltage dry types) and that lead times would go down (which they did). what are u betting on here 🤔"  
[X Link](https://x.com/fatbowzi/status/2000294839737631100)  2025-12-14T20:00Z [--] followers, [---] engagements


"@valuedontlie tru for 2023-2024 but [----] was because of $teva's branded growth. its a why $vtrs (which has MUCH less branded exposure) didnt see likewise recovery. this is just misattribution"  
[X Link](https://x.com/fatbowzi/status/2013333118464241696)  2026-01-19T19:29Z [--] followers, [--] engagements


"@peter_mantas why $stvn outta curiosity 🤔 - just increasing volumes might dip my toes back into tools"  
[X Link](https://x.com/fatbowzi/status/2020243330404347938)  2026-02-07T21:08Z [--] followers, [---] engagements


"@Borlaug_ @RiggedCapital purely bc $stvn relatively oversold"  
[X Link](https://x.com/fatbowzi/status/2020249315546165319)  2026-02-07T21:32Z [--] followers, [---] engagements


"@sadandlonely_69 thoughts on latest jeff post on vaccine oral GLP-1 - downgrade $wst & $stvn"  
[X Link](https://x.com/fatbowzi/status/2021979075204812952)  2026-02-12T16:05Z [--] followers, [--] engagements

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