[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.] #  @govro12 govro12 govro12 posts on X about $ri, $rco, $cuervo, $bbdb the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::1893290084797161474/interactions)  - X Week XXXXX +131% - X Month XXXXXX +67% ### Mentions: XX [#](/creator/twitter::1893290084797161474/posts_active)  - X Week XX -XX% - X Month XXX +50% ### Followers: XXXXX [#](/creator/twitter::1893290084797161474/followers)  - X Week XXXXX +0.76% - X Month XXXXX +3.80% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::1893290084797161474/influencer_rank)  ### Social Influence **Social category influence** [cryptocurrencies](/list/cryptocurrencies) XXXXX% [stocks](/list/stocks) XXXXX% [finance](/list/finance) XXXXX% [technology brands](/list/technology-brands) XXXX% [luxury brands](/list/luxury-brands) XXXX% [currencies](/list/currencies) XXXX% [gaming](/list/gaming) XXXX% [countries](/list/countries) XXXX% [social networks](/list/social-networks) XXXX% [travel destinations](/list/travel-destinations) XXXX% **Social topic influence** [$ri](/topic/$ri) #1, [$rco](/topic/$rco) #1, [$cuervo](/topic/$cuervo) #1, [$bbdb](/topic/$bbdb) #1, [bombardier](/topic/bombardier) 6.45%, [$deo](/topic/$deo) #64, [$dol](/topic/$dol) #1, [$9983t](/topic/$9983t) #2, [nintendo](/topic/nintendo) #3189, [$7974t](/topic/$7974t) #2778 **Top accounts mentioned or mentioned by** [@joinyellowbrick](/creator/undefined) [@shotchange](/creator/undefined) [@parkstreetbets](/creator/undefined) [@memyselfandi006](/creator/undefined) [@mikefritzell](/creator/undefined) [@signulll](/creator/undefined) [@sutje](/creator/undefined) [@capitalmindset](/creator/undefined) [@maxwellhouse99](/creator/undefined) [@jerrycap](/creator/undefined) [@joevalue](/creator/undefined) [@kreuzmann13](/creator/undefined) [@pepiteseurope](/creator/undefined) [@augustusville](/creator/undefined) [@sauvagesa97563](/creator/undefined) [@greentardscycle](/creator/undefined) **Top assets mentioned** [Robotics Intelligence (RI)](/topic/$ri) [Diageo plc (DEO)](/topic/$deo) [CoreWeave, Inc. (CRWV)](/topic/$crwv) [Cipher (CPR)](/topic/$cpr) [Cornerstone Building Brands, Inc. (CNR)](/topic/$cnr) [Lam Research Corporation (LRCX)](/topic/$lrcx) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Merit Circle (MC)](/topic/$mc) ### Top Social Posts Top posts by engagements in the last XX hours "The AWACS of the 21st century (Global 6500 can fly at 51000 ft and support X generators) $BBD.B $SAAB Nato country line-up potential + with L3harris +" [X Link](https://x.com/govro12/status/1989857495217541154) 2025-11-16T00:46Z 1188 followers, XXX engagements "Fantastic analysis from Sohra Peak on a holding of mine in my home town. Feel good to have X top XX position based in Montreal: Bombardier Dollarama and D-Box" [X Link](https://x.com/govro12/status/1996955226826281471) 2025-12-05T14:50Z 1188 followers, 2008 engagements "@maxwellhouse99 It seems so. 🧐 Royalties per screen $ divided by NA box office sales in million $ - quarterly went up by roughly XX% in X years. q3-2022 versus q3-2025. Blockbusters More focus from theaters on this premium" [X Link](https://x.com/govro12/status/1998161500180226141) 2025-12-08T22:43Z 1187 followers, XXX engagements "fantastic slide from Campari deck h/t @shot_change $RI $DEO $CPR $CUERVO X% growth 20years thread🧵" [X Link](https://x.com/govro12/status/1986824960002691342) 2025-11-07T15:55Z 1196 followers, 2853 engagements "To follow-up on my Discl. X co in holdings in order - invest at home avoid being the patsy $BBD.b Bombardier YTD XXX% private jets $DOL Dollarama YTD +43% dollar stores $DBO D-Box YTD +456% haptic cinema seats $CNR CN Rail YTD -XX% tier1 railway #2 BBD bought at low April during tariff fear Dollarama bought at IPO in 2009 DBO average up from 45c to 65c CNR is a new pos last week" [X Link](https://x.com/govro12/status/1997105612883144849) 2025-12-06T00:47Z 1194 followers, 2078 engagements "The only hedge to an Tawan invasion is to own a Boat load of $asml $lrcx Tokyo lectron $8035 and lasertec $6920" [X Link](https://x.com/govro12/status/1998129149899399515) 2025-12-08T20:34Z 1195 followers, XXX engagements "@JoeValue does your turnover higher in tax exempts since no capital gain constraints I do have a slight similar underperformance . Not holding on my winner as much" [X Link](https://x.com/govro12/status/1998340238167416839) 2025-12-09T10:33Z 1196 followers, XX engagements "I know "graphistes" that have been using photoshop since 1990s. they still are. They do have some genAI as well integrated. I guess worst case would be for them to use gemini as a API. Might cost them on the margin but would make them competitive. This might not be as desperate" [X Link](https://x.com/govro12/status/1998349817467064556) 2025-12-09T11:11Z 1196 followers, XX engagements "Valuation check and rumblings of top5: $GOOG $BBD.b $ADYEN $DOL $MCEM on wintergems. A lot of rumblings. enjoy Trade carefully" [X Link](https://x.com/govro12/status/1941937010282795093) 2025-07-06T19:07Z 1196 followers, 5230 engagements "Discl. only X japanese position in order - all part of top15 $7974 Nintendo YTD +44% Console games $7409 Aeroedge YTD +286% Aircraft engine blades $6492 Okanovalve YTD +20% Nuclear valves $9983 Fast Retailing YTD +8% Uniqlo Cheers. average up all the way on Aeroedge. Nintendo is a 2023 pos okano is 2024 pos" [X Link](https://x.com/govro12/status/1995507477484314912) 2025-12-01T14:57Z 1196 followers, 3136 engagements "Looking at oracle Gross margin of -XXX% and -XXX% on the B200 and GB200 the transition to the new NVL72 is too ambitious to Digest and very unlikely to generate low cost per token. These transitions will take a lot more time to absorb. Everything Will shift in time by a year or X Rubin 2028" [X Link](https://x.com/govro12/status/1998408192011727043) 2025-12-09T15:03Z 1196 followers, 1618 engagements "Last time $RI was trading at 82EUR level was in 2014. In 2014 sales were 7.9B down X% from 2013 operating inc 2B EPS was XXXX trading at 22PE. Today 10.9B 2.9B operating 6.45EPS trading at 12PE. Fear of T1 -X% organic + EURO currency headwind + premium wine divesture" [X Link](https://x.com/govro12/status/1973385425185100122) 2025-10-01T13:52Z 1196 followers, 2866 engagements "New post data from XX annual reports on $RI please surf like me on a ocean of pessimism" [X Link](https://x.com/govro12/status/1976309552619634883) 2025-10-09T15:31Z 1196 followers, 3891 engagements "These puppy $MC $RI should get a 'we have hit the bottom in Q2' rally IMO. Note that Champaign results were positive sequentially but cognac still struggling to not sure $RCO will join the party. $MC got good # on selective retailing +7%" [X Link](https://x.com/govro12/status/1978141344175423964) 2025-10-14T16:50Z 1196 followers, 2195 engagements "$RCO in a early warning - cognac drop XX% organic mainly china related and softness in USA. Good and bad news. $RI Martel is not loosing too much market share in China" [X Link](https://x.com/govro12/status/1983978244891406763) 2025-10-30T19:24Z 1196 followers, XXX engagements "For $DEO you really have to read the transcript: Spirits Depletion USA is -X% comparable with $RI -X% Guiness is up X% in USA Tequila is down in USA China is down -XX% inline with $RI -XX% Johnny Walker and Guinness is fine the rest incl. tequila is in pain" [X Link](https://x.com/govro12/status/1986801546303029350) 2025-11-07T14:22Z 1196 followers, XXX engagements "I dont know if they are not making a mistake here. $RI keeps a portfolio of local speciality niche product like not cheap product just niche less volume but good ROI I would believe. That number keeps growing in terms of brands and sales. Hearing from you guys Braulio should have made the cut" [X Link](https://x.com/govro12/status/1992905192442913080) 2025-11-24T10:36Z 1196 followers, XXX engagements "@shot_change @Kreuzmann13 A bottle of jameson with todays fat $RI payout will be fine. booze is booze. to get through the falling knife period" [X Link](https://x.com/govro12/status/1994038310876897474) 2025-11-27T13:39Z 1196 followers, XXX engagements "My top ugly 5: in order of lost money this year $RI -XX% Spirits cost XXXX $Cuervo -XX% Spirits cost XX Short $CRWV -X% NeoCloud sold at 84.7$ $PERR -XX% Electr. Jan1 price: 89$ $RCO -X% Spirits cost XXXX Shorting over-indebted neocloud and buying booze is not a popular trade. X years horizon on those" [X Link](https://x.com/govro12/status/1998749927652962799) 2025-12-10T13:41Z 1196 followers, XXX engagements "Of those Gerard Perrier should have the best 2026 due to nuclear maintenance shutdown. Adding more today. For the other might add to $RCO. I have enough exposure - uncomfortable level of $RI and $Cuervo $CRWV" [X Link](https://x.com/govro12/status/1998750878111834530) 2025-12-10T13:45Z 1196 followers, XXX engagements "@parkstreetbets I really though I had hit the bottom on $RI. I guess not lol. $RCO bought at book Still goes down. Still in the money for $LPE - XXXX P/B but barely. $Cuervo I bought too much on the way up (20-24) . Should have spread purchase over a longuer time frame" [X Link](https://x.com/govro12/status/1998752315134665201) 2025-12-10T13:51Z 1196 followers, XX 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.]
@govro12 govro12govro12 posts on X about $ri, $rco, $cuervo, $bbdb the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.
Social category influence cryptocurrencies XXXXX% stocks XXXXX% finance XXXXX% technology brands XXXX% luxury brands XXXX% currencies XXXX% gaming XXXX% countries XXXX% social networks XXXX% travel destinations XXXX%
Social topic influence $ri #1, $rco #1, $cuervo #1, $bbdb #1, bombardier 6.45%, $deo #64, $dol #1, $9983t #2, nintendo #3189, $7974t #2778
Top accounts mentioned or mentioned by @joinyellowbrick @shotchange @parkstreetbets @memyselfandi006 @mikefritzell @signulll @sutje @capitalmindset @maxwellhouse99 @jerrycap @joevalue @kreuzmann13 @pepiteseurope @augustusville @sauvagesa97563 @greentardscycle
Top assets mentioned Robotics Intelligence (RI) Diageo plc (DEO) CoreWeave, Inc. (CRWV) Cipher (CPR) Cornerstone Building Brands, Inc. (CNR) Lam Research Corporation (LRCX) Alphabet Inc Class A (GOOGL) Merit Circle (MC)
Top posts by engagements in the last XX hours
"The AWACS of the 21st century (Global 6500 can fly at 51000 ft and support X generators) $BBD.B $SAAB Nato country line-up potential + with L3harris +"
X Link 2025-11-16T00:46Z 1188 followers, XXX engagements
"Fantastic analysis from Sohra Peak on a holding of mine in my home town. Feel good to have X top XX position based in Montreal: Bombardier Dollarama and D-Box"
X Link 2025-12-05T14:50Z 1188 followers, 2008 engagements
"@maxwellhouse99 It seems so. 🧐 Royalties per screen $ divided by NA box office sales in million $ - quarterly went up by roughly XX% in X years. q3-2022 versus q3-2025. Blockbusters More focus from theaters on this premium"
X Link 2025-12-08T22:43Z 1187 followers, XXX engagements
"fantastic slide from Campari deck h/t @shot_change $RI $DEO $CPR $CUERVO X% growth 20years thread🧵"
X Link 2025-11-07T15:55Z 1196 followers, 2853 engagements
"To follow-up on my Discl. X co in holdings in order - invest at home avoid being the patsy $BBD.b Bombardier YTD XXX% private jets $DOL Dollarama YTD +43% dollar stores $DBO D-Box YTD +456% haptic cinema seats $CNR CN Rail YTD -XX% tier1 railway #2 BBD bought at low April during tariff fear Dollarama bought at IPO in 2009 DBO average up from 45c to 65c CNR is a new pos last week"
X Link 2025-12-06T00:47Z 1194 followers, 2078 engagements
"The only hedge to an Tawan invasion is to own a Boat load of $asml $lrcx Tokyo lectron $8035 and lasertec $6920"
X Link 2025-12-08T20:34Z 1195 followers, XXX engagements
"@JoeValue does your turnover higher in tax exempts since no capital gain constraints I do have a slight similar underperformance . Not holding on my winner as much"
X Link 2025-12-09T10:33Z 1196 followers, XX engagements
"I know "graphistes" that have been using photoshop since 1990s. they still are. They do have some genAI as well integrated. I guess worst case would be for them to use gemini as a API. Might cost them on the margin but would make them competitive. This might not be as desperate"
X Link 2025-12-09T11:11Z 1196 followers, XX engagements
"Valuation check and rumblings of top5: $GOOG $BBD.b $ADYEN $DOL $MCEM on wintergems. A lot of rumblings. enjoy Trade carefully"
X Link 2025-07-06T19:07Z 1196 followers, 5230 engagements
"Discl. only X japanese position in order - all part of top15 $7974 Nintendo YTD +44% Console games $7409 Aeroedge YTD +286% Aircraft engine blades $6492 Okanovalve YTD +20% Nuclear valves $9983 Fast Retailing YTD +8% Uniqlo Cheers. average up all the way on Aeroedge. Nintendo is a 2023 pos okano is 2024 pos"
X Link 2025-12-01T14:57Z 1196 followers, 3136 engagements
"Looking at oracle Gross margin of -XXX% and -XXX% on the B200 and GB200 the transition to the new NVL72 is too ambitious to Digest and very unlikely to generate low cost per token. These transitions will take a lot more time to absorb. Everything Will shift in time by a year or X Rubin 2028"
X Link 2025-12-09T15:03Z 1196 followers, 1618 engagements
"Last time $RI was trading at 82EUR level was in 2014. In 2014 sales were 7.9B down X% from 2013 operating inc 2B EPS was XXXX trading at 22PE. Today 10.9B 2.9B operating 6.45EPS trading at 12PE. Fear of T1 -X% organic + EURO currency headwind + premium wine divesture"
X Link 2025-10-01T13:52Z 1196 followers, 2866 engagements
"New post data from XX annual reports on $RI please surf like me on a ocean of pessimism"
X Link 2025-10-09T15:31Z 1196 followers, 3891 engagements
"These puppy $MC $RI should get a 'we have hit the bottom in Q2' rally IMO. Note that Champaign results were positive sequentially but cognac still struggling to not sure $RCO will join the party. $MC got good # on selective retailing +7%"
X Link 2025-10-14T16:50Z 1196 followers, 2195 engagements
"$RCO in a early warning - cognac drop XX% organic mainly china related and softness in USA. Good and bad news. $RI Martel is not loosing too much market share in China"
X Link 2025-10-30T19:24Z 1196 followers, XXX engagements
"For $DEO you really have to read the transcript: Spirits Depletion USA is -X% comparable with $RI -X% Guiness is up X% in USA Tequila is down in USA China is down -XX% inline with $RI -XX% Johnny Walker and Guinness is fine the rest incl. tequila is in pain"
X Link 2025-11-07T14:22Z 1196 followers, XXX engagements
"I dont know if they are not making a mistake here. $RI keeps a portfolio of local speciality niche product like not cheap product just niche less volume but good ROI I would believe. That number keeps growing in terms of brands and sales. Hearing from you guys Braulio should have made the cut"
X Link 2025-11-24T10:36Z 1196 followers, XXX engagements
"@shot_change @Kreuzmann13 A bottle of jameson with todays fat $RI payout will be fine. booze is booze. to get through the falling knife period"
X Link 2025-11-27T13:39Z 1196 followers, XXX engagements
"My top ugly 5: in order of lost money this year $RI -XX% Spirits cost XXXX $Cuervo -XX% Spirits cost XX Short $CRWV -X% NeoCloud sold at 84.7$ $PERR -XX% Electr. Jan1 price: 89$ $RCO -X% Spirits cost XXXX Shorting over-indebted neocloud and buying booze is not a popular trade. X years horizon on those"
X Link 2025-12-10T13:41Z 1196 followers, XXX engagements
"Of those Gerard Perrier should have the best 2026 due to nuclear maintenance shutdown. Adding more today. For the other might add to $RCO. I have enough exposure - uncomfortable level of $RI and $Cuervo $CRWV"
X Link 2025-12-10T13:45Z 1196 followers, XXX engagements
"@parkstreetbets I really though I had hit the bottom on $RI. I guess not lol. $RCO bought at book Still goes down. Still in the money for $LPE - XXXX P/B but barely. $Cuervo I bought too much on the way up (20-24) . Should have spread purchase over a longuer time frame"
X Link 2025-12-10T13:51Z 1196 followers, XX engagements
/creator/twitter::govro12