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# ![@govro12 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1893290084797161474.png) @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)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1893290084797161474/c:line/m:interactions.svg)

- X Week XXXXX +131%
- X Month XXXXXX +67%

### Mentions: XX [#](/creator/twitter::1893290084797161474/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1893290084797161474/c:line/m:posts_active.svg)

- X Week XX -XX%
- X Month XXX +50%

### Followers: XXXXX [#](/creator/twitter::1893290084797161474/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1893290084797161474/c:line/m:followers.svg)

- X Week XXXXX +0.76%
- X Month XXXXX +3.80%

### CreatorRank: XXXXXXXXX [#](/creator/twitter::1893290084797161474/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1893290084797161474/c:line/m:influencer_rank.svg)

### 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 Avatar @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 #

Engagements Line Chart

  • X Week XXXXX +131%
  • X Month XXXXXX +67%

Mentions: XX #

Mentions Line Chart

  • X Week XX -XX%
  • X Month XXX +50%

Followers: XXXXX #

Followers Line Chart

  • X Week XXXXX +0.76%
  • X Month XXXXX +3.80%

CreatorRank: XXXXXXXXX #

CreatorRank Line Chart

Social Influence

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 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 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

@govro12
/creator/twitter::govro12