#  @griffonomics Griffonomics Griffonomics posts on X about $br, $now, $tac, $amt the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours. ### Engagements: [---] [#](/creator/twitter::27572947/interactions)  - [--] Week [-----] +18% - [--] Month [------] +256% - [--] Months [-------] +3,634% - [--] Year [-------] +981% ### Mentions: [--] [#](/creator/twitter::27572947/posts_active)  - [--] Week [--] -7.30% - [--] Month [---] +312% - [--] Months [---] +252% - [--] Year [---] +59% ### Followers: [---] [#](/creator/twitter::27572947/followers)  - [--] Week [---] +1.10% - [--] Month [---] +4.80% - [--] Months [---] +13% - [--] Year [---] +62% ### CreatorRank: [---------] [#](/creator/twitter::27572947/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) 66% [cryptocurrencies](/list/cryptocurrencies) 16% [finance](/list/finance) 11% [technology brands](/list/technology-brands) 2% [countries](/list/countries) 2% [celebrities](/list/celebrities) 1% **Social topic influence** [$br](/topic/$br) 5%, [$now](/topic/$now) 4%, [$tac](/topic/$tac) 3%, [$amt](/topic/$amt) 3%, [$vz](/topic/$vz) 3%, [$tdg](/topic/$tdg) 3%, [$axon](/topic/$axon) 3%, [$sw](/topic/$sw) 3%, [$qxo](/topic/$qxo) 3%, [$lb](/topic/$lb) 3% **Top accounts mentioned or mentioned by** [@saynototrading](/creator/undefined) [@velanether](/creator/undefined) [@hoganpash](/creator/undefined) [@leonelissen](/creator/undefined) [@sharkchart](/creator/undefined) [@thelonginvest](/creator/undefined) [@rendezvous2332](/creator/undefined) [@zeecontrarian1](/creator/undefined) [@zattroof](/creator/undefined) [@lilyfunds](/creator/undefined) [@cdnstocktrader](/creator/undefined) [@elonmusk](/creator/undefined) [@danielbraden18](/creator/undefined) [@southwestair](/creator/undefined) [@optionsjohnny](/creator/undefined) [@cmo040958](/creator/undefined) [@bourboninsider](/creator/undefined) [@bmsinvests](/creator/undefined) **Top assets mentioned** [Bedrock (BR)](/topic/$br) [Now Coin (NOW)](/topic/$now) [TAC Protocol (TAC)](/topic/$tac) [American Tower Corp (AMT)](/topic/$amt) [Verizon Communications Inc. (VZ)](/topic/$vz) [TransDigm Group, Inc. (TDG)](/topic/$tdg) [Axon Enterprise, Inc. (AXON)](/topic/$axon) [Smurfit WestRock plc (SW)](/topic/$sw) [QXO, Inc. Common Stock (QXO)](/topic/$qxo) [LandBridge Company LLC (LB)](/topic/$lb) [Ondas Holdings Inc. Common Stock (ONDS)](/topic/$onds) [DexCom, Inc. (DXCM)](/topic/$dxcm) [Arcblock (ABT)](/topic/$abt) [Crown Castle Inc (CCI)](/topic/$cci) [Clorox Co (CLX)](/topic/$clx) [Oscar Health, Inc. (OSCR)](/topic/$oscr) [CF Industries Holdings, Inc. (CF)](/topic/$cf) [Booz Allen Hamilton Holding, Corp. (BAH)](/topic/$bah) [LyondellBasell Industries NV (LYB)](/topic/$lyb) [Amentum Holdings, Inc. (AMTM)](/topic/$amtm) [Loar Holdings Inc (LOAR)](/topic/$loar) [Cellebrite DI Ltd. Class A Ordinary Shares (CLBT)](/topic/$clbt) [Unusual Machines, Inc (UMAC)](/topic/$umac) [Life Time Group Holdings, Inc. (LTH)](/topic/$lth) [CoStar Group, Inc. (CSGP)](/topic/$csgp) [Medline Inc. (MDLN)](/topic/$mdln) [Vail Resorts, Inc. (MTN)](/topic/$mtn) [Quanta Services Inc (PWR)](/topic/$pwr) [Northrop Grumman Corporation (NOC)](/topic/$noc) [Exact Sciences Corp (EXAS)](/topic/$exas) [Abivax SA (ABVX)](/topic/$abvx) [Carlisle Companies, Inc. (CSL)](/topic/$csl) [Electroneum (ETN)](/topic/$etn) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Advanced Micro Devices (AMD)](/topic/$amd) [Bloom Energy Corporation (BE)](/topic/$be) [Peloton Interactive, Inc. Class A Common Stock (PTON)](/topic/$pton) [Johnson Controls International, PLC. (JCI)](/topic/$jci) [IDEX Corporation (IEX)](/topic/$iex) [Carrier Global Corp (CARR)](/topic/$carr) [Tyler Technologies, Inc. (TYL)](/topic/$tyl) [S&P Global Inc (SPGI)](/topic/$spgi) [Bridge Mutual (BMI)](/topic/$bmi) [Copart, Inc. (CPRT)](/topic/$cprt) [Centrus Energy Corp. (LEU)](/topic/$leu) [Prologis Inc (PLD)](/topic/$pld) [Trade Desk, Inc. (TTD)](/topic/$ttd) [Vistra, Corp. (VST)](/topic/$vst) [Constellation Energy Corp (CEG)](/topic/$ceg) [Texas Pacific Land, Corp. (TPL)](/topic/$tpl) [Old Dominion Freight Line Inc (ODFL)](/topic/$odfl) [XPO LOGISTICS, INC. (XPO)](/topic/$xpo) [United Rentals, Inc. (URI)](/topic/$uri) [Leidos Holdings Inc (LDOS)](/topic/$ldos) [OpenServ (SERV)](/topic/$serv) [NextEra Energy Inc (NEE)](/topic/$nee) [Southwest Airlines Co (LUV)](/topic/$luv) [Century Aluminum Co (CENX)](/topic/$cenx) [Freeport-McMoRan Inc (FCX)](/topic/$fcx) ### Top Social Posts Top posts by engagements in the last [--] hours "$CLBT https://youtu.be/ILJvuvGwL48si=gFOWUkeWYKWZp5MH https://youtu.be/ILJvuvGwL48si=gFOWUkeWYKWZp5MH" [X Link](https://x.com/griffonomics/status/2021959025320243348) 2026-02-12T14:46Z [---] followers, [--] engagements "@VelanEther Yessir. They're the sole-supplier for the F-35 helmet microdisplay. They also make optics for FPV drones. Plus have an $ONDS and $UMAC partnership (they invested $41M in $KOPN). It's a smaller long term picks and shovels speculative position for me" [X Link](https://x.com/griffonomics/status/2022654547899134417) 2026-02-14T12:49Z [---] followers, [---] engagements "$LTH Life Time Fitness https://youtu.be/xtsJf4VNI_4si=FQzN10tV7zsKptDJ https://youtu.be/xtsJf4VNI_4si=FQzN10tV7zsKptDJ" [X Link](https://x.com/griffonomics/status/2012163264004686126) 2026-01-16T14:01Z [---] followers, [--] engagements "$CSGP https://youtu.be/j_rzoqXxyuwsi=BIrJXReTew4exPs5 https://youtu.be/j_rzoqXxyuwsi=BIrJXReTew4exPs5" [X Link](https://x.com/griffonomics/status/2015446367083049040) 2026-01-25T15:27Z [---] followers, [---] engagements "$TAC https://youtu.be/IHahifsAYVosi=HfAxthLnKSCiY7As https://youtu.be/IHahifsAYVosi=HfAxthLnKSCiY7As" [X Link](https://x.com/griffonomics/status/2015481400711954909) 2026-01-25T17:46Z [---] followers, [---] engagements "$MDLN https://youtu.be/Y3tVtdJ9Ztksi=IU5Yr7oNPvrt1J9n https://youtu.be/Y3tVtdJ9Ztksi=IU5Yr7oNPvrt1J9n" [X Link](https://x.com/griffonomics/status/2016505027599180277) 2026-01-28T13:33Z [---] followers, [---] engagements "$MTN https://youtu.be/q-BbFKpUaqEsi=gFtZVzTRO7JXgjrc https://youtu.be/q-BbFKpUaqEsi=gFtZVzTRO7JXgjrc" [X Link](https://x.com/griffonomics/status/2017302060102726028) 2026-01-30T18:21Z [---] followers, [---] engagements "@HoganPash Thats the type of infrastructure I buy as well. The picks and shovels. Really like $PWR basically the contractors that install the grid" [X Link](https://x.com/griffonomics/status/2017450906220986458) 2026-01-31T04:12Z [---] followers, [--] engagements "$NOC https://youtu.be/mToQ0Eu6MZwsi=v1vXRRolX36_Kadc https://youtu.be/mToQ0Eu6MZwsi=v1vXRRolX36_Kadc" [X Link](https://x.com/griffonomics/status/2018033911905882191) 2026-02-01T18:49Z [---] followers, [---] engagements "@SayNoToTrading @SayNoToTrading if anything just listen from 19:30 to the end. I think this is what youre looking for" [X Link](https://x.com/griffonomics/status/2018172141062025225) 2026-02-02T03:58Z [---] followers, [---] engagements "@SayNoToTrading Its a pass for me. Not saying its dead money from here but doesnt fit my risk appetite. Ill revisit in [--] months. However I am interested to see how CGMs heat up against $DXCM. $EXAS is valued at $105 per share cash so that play is long gone. $ABT absorbs $2B of their debt" [X Link](https://x.com/griffonomics/status/2018173625677816121) 2026-02-02T04:04Z [---] followers, [--] engagements "@VelanEther Good call. Im planning on doing $CCI tomorrow post-earnings. Ill do $AMT as well and will post them back to back. Will be a smart comparison. FWIW I bought $VZ around the Frontier closure so Ill likely be sticking with that for a 5G/yield position" [X Link](https://x.com/griffonomics/status/2018689688123351241) 2026-02-03T14:15Z [---] followers, [---] engagements "$BR https://youtu.be/v3Hlq2AeOt4si=Y9vAeW_CgSvM1ETn https://youtu.be/v3Hlq2AeOt4si=Y9vAeW_CgSvM1ETn" [X Link](https://x.com/griffonomics/status/2019030903247552779) 2026-02-04T12:50Z [---] followers, [--] engagements "$ABVX https://youtu.be/nlhKzp1tXDUsi=Cvldt5LtzXt6p3Qb https://youtu.be/nlhKzp1tXDUsi=Cvldt5LtzXt6p3Qb" [X Link](https://x.com/griffonomics/status/2019068324043182386) 2026-02-04T15:19Z [---] followers, [---] engagements "$CSL https://youtu.be/o4bcRc4K1Z0si=fuT-VggeTDSU7srO https://youtu.be/o4bcRc4K1Z0si=fuT-VggeTDSU7srO" [X Link](https://x.com/griffonomics/status/2019073267873538270) 2026-02-04T15:39Z [---] followers, [--] engagements "$ETN https://youtu.be/TO-tJ63wDTwsi=o0HX7Eoet-sEDcau https://youtu.be/TO-tJ63wDTwsi=o0HX7Eoet-sEDcau" [X Link](https://x.com/griffonomics/status/2019077200947888628) 2026-02-04T15:54Z [---] followers, [--] engagements "$TDG https://youtu.be/stmFXcfZvAYsi=iRl_-15qE5m-1Xsn https://youtu.be/stmFXcfZvAYsi=iRl_-15qE5m-1Xsn" [X Link](https://x.com/griffonomics/status/2019423022428614884) 2026-02-05T14:49Z [---] followers, [---] engagements "@VelanEther @VelanEther $AMT https://youtu.be/wlUE2NH0uwUsi=W0peXDnipjsT59q6 https://youtu.be/wlUE2NH0uwUsi=W0peXDnipjsT59q6" [X Link](https://x.com/griffonomics/status/2019433331541356770) 2026-02-05T15:30Z [---] followers, [--] engagements "$AMT https://youtu.be/wlUE2NH0uwUsi=W0peXDnipjsT59q6 https://youtu.be/wlUE2NH0uwUsi=W0peXDnipjsT59q6" [X Link](https://x.com/griffonomics/status/2019433395303116889) 2026-02-05T15:30Z [---] followers, [--] engagements "$CCI https://youtu.be/jfu_nR-BDwgsi=DJdnYzI-eSvXsK2d https://youtu.be/jfu_nR-BDwgsi=DJdnYzI-eSvXsK2d" [X Link](https://x.com/griffonomics/status/2019438876990095762) 2026-02-05T15:52Z [---] followers, [--] engagements "@TheLongInvest When is the class action lawsuit $HIMS" [X Link](https://x.com/griffonomics/status/2020155646855794972) 2026-02-07T15:20Z [---] followers, [---] engagements "$NOW https://youtu.be/KTIwZOcYxHksi=LdOozTcvaxFeet4p https://youtu.be/KTIwZOcYxHksi=LdOozTcvaxFeet4p" [X Link](https://x.com/griffonomics/status/2020156182887800860) 2026-02-07T15:22Z [---] followers, [--] engagements "$AMD https://youtu.be/N0-HcBtLoB8si=w2-tbmK7mRoJozJP https://youtu.be/N0-HcBtLoB8si=w2-tbmK7mRoJozJP" [X Link](https://x.com/griffonomics/status/2020175427814461710) 2026-02-07T16:38Z [---] followers, [--] engagements "$BE https://youtu.be/QO--lBOB-1Asi=vQGV4Ui6HZwi_5Kr https://youtu.be/QO--lBOB-1Asi=vQGV4Ui6HZwi_5Kr" [X Link](https://x.com/griffonomics/status/2020215127547445732) 2026-02-07T19:16Z [---] followers, [---] engagements "@SharkChart @TheLongInvest LOL exactly" [X Link](https://x.com/griffonomics/status/2020226774379159765) 2026-02-07T20:02Z [---] followers, [---] engagements "@Rendezvous2332 @SharkChart @TheLongInvest Canada's population is 39M basically the size of CA. Even if it captures some of the Canadian market that's not going to fill the revenue hole from it being restricted in the US. Plus completely different regulatory environment in Canada" [X Link](https://x.com/griffonomics/status/2020242320051118505) 2026-02-07T21:04Z [---] followers, [--] engagements "@ZeeContrarian1 SaaS name thats already digested earnings $NOW" [X Link](https://x.com/griffonomics/status/2020338653218881813) 2026-02-08T03:27Z [---] followers, [---] engagements "@ZeeContrarian1 Although I like $AXON better. Which would have the upcoming earnings catalyst" [X Link](https://x.com/griffonomics/status/2020339136226628040) 2026-02-08T03:29Z [---] followers, [---] engagements "$PTON https://youtu.be/VqqTofJfxrcsi=MfmYDxyummYAxXHy https://youtu.be/VqqTofJfxrcsi=MfmYDxyummYAxXHy" [X Link](https://x.com/griffonomics/status/2020504082902134850) 2026-02-08T14:24Z [---] followers, [--] engagements "$JCI https://youtu.be/LjkTV5H1aYgsi=Y9DDaC4v5rIAvu18 https://youtu.be/LjkTV5H1aYgsi=Y9DDaC4v5rIAvu18" [X Link](https://x.com/griffonomics/status/2020870990528385448) 2026-02-09T14:42Z [---] followers, [--] engagements "$IEX https://youtu.be/xCis6lymOU8si=IktFD9gZPaz1Ladi https://youtu.be/xCis6lymOU8si=IktFD9gZPaz1Ladi" [X Link](https://x.com/griffonomics/status/2020880365519339554) 2026-02-09T15:19Z [---] followers, [---] engagements "$CARR https://youtu.be/CjCaGN2OU1Qsi=ofCyL1kFrXR2UFC1 https://youtu.be/CjCaGN2OU1Qsi=ofCyL1kFrXR2UFC1" [X Link](https://x.com/griffonomics/status/2021252274916397094) 2026-02-10T15:57Z [---] followers, [--] engagements "$CLX https://youtu.be/LiznUe2Zf4osi=7_mmY-TV7hlkljN5 https://youtu.be/LiznUe2Zf4osi=7_mmY-TV7hlkljN5" [X Link](https://x.com/griffonomics/status/2021257102417600639) 2026-02-10T16:17Z [---] followers, [--] engagements "$OSCR - Post-earnings review. https://youtu.be/mhNWd6c-oK4si=t1PAis6eJBzDX115 https://youtu.be/mhNWd6c-oK4si=t1PAis6eJBzDX115" [X Link](https://x.com/griffonomics/status/2021322680025157787) 2026-02-10T20:37Z [---] followers, [---] engagements "@SayNoToTrading Love your strategy. I operate in a similar way but havent had a position here. Youre just too damn early on absolutely everything lol. Brilliant investing mind" [X Link](https://x.com/griffonomics/status/2021375460178018729) 2026-02-11T00:07Z [---] followers, [--] engagements "@SharkChart Stick with the defense theme and hit $AXON. Upcoming earnings too decent newer acquisition" [X Link](https://x.com/griffonomics/status/2021411746972565971) 2026-02-11T02:31Z [---] followers, [---] engagements "@zattroof @LeoNelissen $SW owns the physical infrastructure that AI simply cannot disrupt. Plus the Smurfit-Westrock merger scale is a massive FCF machine" [X Link](https://x.com/griffonomics/status/2021629384969580731) 2026-02-11T16:56Z [---] followers, [--] engagements "$TYL https://youtu.be/pqFzdNgM8yssi=vMAyD8OCUJtiuEAe https://youtu.be/pqFzdNgM8yssi=vMAyD8OCUJtiuEAe" [X Link](https://x.com/griffonomics/status/2021996438293750004) 2026-02-12T17:14Z [---] followers, [---] engagements "$SPGI https://youtu.be/DJVSvc6PBqcsi=Uy8pDujQR-JbnAhL https://youtu.be/DJVSvc6PBqcsi=Uy8pDujQR-JbnAhL" [X Link](https://x.com/griffonomics/status/2022022433352692170) 2026-02-12T18:58Z [---] followers, [--] engagements "@cdnstocktrader Ever look at $ATEX" [X Link](https://x.com/griffonomics/status/1998826348320903587) 2025-12-10T18:45Z [---] followers, [--] engagements "$BMI https://youtu.be/c0lSyAmCPywsi=72m3etzJVLbYmEmr https://youtu.be/c0lSyAmCPywsi=72m3etzJVLbYmEmr" [X Link](https://x.com/griffonomics/status/2016611686455681167) 2026-01-28T20:37Z [---] followers, [--] engagements "@HoganPash Yea Eric Schmidts Bolt Energy. I wonder if that ends up going public. On a different type of land note do you ever use Copart They have heavy equipment too. A lot of people understand them as a junkyard but theyre also a huge land holding. $CPRT" [X Link](https://x.com/griffonomics/status/2017453754233020736) 2026-01-31T04:23Z [---] followers, [--] engagements "@SayNoToTrading So far this year Ive bought $VZ $CF $SW $TAC $TTD $AXON $NOW. Larger positions I havent felt compelled to add $ONDS $LB $QXO. Getting close to adding to $OSCR $VST $LEU $REKR. Ive sold $PLD $DXCM $BAH $CEG $TPL $ODFL. 10ish other names are flat or spec" [X Link](https://x.com/griffonomics/status/2017460080317235374) 2026-01-31T04:49Z [---] followers, [---] engagements "@VelanEther @VelanEther I'm going to do an quick probably [--] minute or so video on $BR as an earnings update. Will throw it your way when it's done. Likely at some point tonight" [X Link](https://x.com/griffonomics/status/2018821892791218217) 2026-02-03T23:00Z [---] followers, [--] engagements "@VelanEther $BR update. https://youtu.be/v3Hlq2AeOt4si=Y9vAeW_CgSvM1ETn https://youtu.be/v3Hlq2AeOt4si=Y9vAeW_CgSvM1ETn" [X Link](https://x.com/griffonomics/status/2019031166901518524) 2026-02-04T12:51Z [---] followers, [--] engagements "$SPACEX a MUST listen. Incredible @elonmusk https://youtu.be/L53Kwj6_HKYsi=uqgyReOjX1xNx44P https://youtu.be/L53Kwj6_HKYsi=uqgyReOjX1xNx44P" [X Link](https://x.com/griffonomics/status/2019754459283271785) 2026-02-06T12:46Z [---] followers, [--] engagements "@LeoNelissen Agreed. Time for investors to think outside of the box. $SW and $CF a few of my favs. Nice call on $LYB" [X Link](https://x.com/griffonomics/status/2021627995736486368) 2026-02-11T16:50Z [---] followers, [---] engagements "@SharkChart Latrell Sprewell. Back in the day he rejected a [--] year $21M contract extension from the Timberwolves stating I have a family to feed lol" [X Link](https://x.com/griffonomics/status/2022375305684386011) 2026-02-13T18:20Z [---] followers, [---] engagements "@SharkChart Building products and distribution. $QXO is Brad Jacobs company $XPO $URI to name a few others. $50B revenue target and hes about 1/5th of the way there with acquisitions. A trust management type of position" [X Link](https://x.com/griffonomics/status/2022455539058520084) 2026-02-13T23:39Z [---] followers, [---] engagements "@SayNoToTrading $AMTM fell too. Im digging into that one in a little bit. Do you have any interest there" [X Link](https://x.com/griffonomics/status/2021374493256712451) 2026-02-11T00:03Z [---] followers, [---] engagements "$AMTM https://youtu.be/Dujy_dl7zassi=Nvp7tJ9i0N_3sgV9 https://youtu.be/Dujy_dl7zassi=Nvp7tJ9i0N_3sgV9" [X Link](https://x.com/griffonomics/status/2021627148621295713) 2026-02-11T16:47Z [---] followers, [---] engagements "$EVLV https://youtu.be/95wKOtNGpOosi=1l1epjES3vqgvyRG https://youtu.be/95wKOtNGpOosi=1l1epjES3vqgvyRG" [X Link](https://x.com/griffonomics/status/2022642766522782037) 2026-02-14T12:03Z [---] followers, [---] engagements "@LilyFunds Thank you Appreciate you watching. I also think $EVLV has a good runway. Im a pilot and I see $LDOS all the time. But saw $EVLV once down in San Juan. Think schools and sporting is the niche" [X Link](https://x.com/griffonomics/status/2022751016693756104) 2026-02-14T19:13Z [---] followers, [--] engagements "$LB Investor Day (3/19)" [X Link](https://x.com/griffonomics/status/2014330904336871785) 2026-01-22T13:34Z [---] followers, [---] engagements "$LB ER - 2/26" [X Link](https://x.com/griffonomics/status/2014335202487652584) 2026-01-22T13:51Z [---] followers, [---] engagements "$SERV https://youtu.be/xS5myfC8ENM https://youtu.be/xS5myfC8ENM" [X Link](https://x.com/griffonomics/status/2016106771153060156) 2026-01-27T11:11Z [---] followers, [--] engagements "@LeoNelissen We have a FL governor candidate saying hell put a 50% tax on their income and put it all in the schools" [X Link](https://x.com/griffonomics/status/2016273420074275219) 2026-01-27T22:13Z [---] followers, [---] engagements "@HoganPash Same to you brother Jordan Creek stayed in that area a couple times for work. The MN farm is around New Ulm if youre familiar with up there" [X Link](https://x.com/griffonomics/status/2016312128714444846) 2026-01-28T00:47Z [---] followers, [--] engagements "@HoganPash I live down in FL now but we drove back through Cedar Rapids over Christmas. Saw at least [--] deer in one field. Always loved anytime I spent in Iowa" [X Link](https://x.com/griffonomics/status/2016315511127019656) 2026-01-28T01:00Z [---] followers, [--] engagements "@HoganPash Were about to get hit with a massive cold front so youre not missing much Thanks for pointing out some great ideas. I likely wouldve missed $TEXX without your post" [X Link](https://x.com/griffonomics/status/2016318688157106664) 2026-01-28T01:13Z [---] followers, [--] engagements "$NEE https://youtu.be/JZGSqla6V1osi=IG9HD_HtewUXoBYj https://youtu.be/JZGSqla6V1osi=IG9HD_HtewUXoBYj" [X Link](https://x.com/griffonomics/status/2016595227344085022) 2026-01-28T19:32Z [---] followers, [--] engagements "$NOW https://youtu.be/t8myI1i5QcAsi=66m5_6sm51nZAr5X https://youtu.be/t8myI1i5QcAsi=66m5_6sm51nZAr5X" [X Link](https://x.com/griffonomics/status/2016911914551377989) 2026-01-29T16:30Z [---] followers, [--] engagements "$VZ https://youtu.be/7ZEnWBwKUAA https://youtu.be/7ZEnWBwKUAA" [X Link](https://x.com/griffonomics/status/2017273431293657188) 2026-01-30T16:27Z [---] followers, [--] engagements "@SayNoToTrading We get earnings season [--] times per year. This is the best sport to follow. Id hire you as head coach" [X Link](https://x.com/griffonomics/status/2017334970042487143) 2026-01-30T20:31Z [---] followers, [---] engagements "@danielbraden18 @SouthwestAir $LUV is horrible. Ive never had a flight that wasnt delayed. Open seating sucks ass too. Get some planes with chargers and WiFi" [X Link](https://x.com/griffonomics/status/2017415400363888732) 2026-01-31T01:51Z [---] followers, [--] engagements "@HoganPash Aluminum ripping this year too $CENX. But do love $FCX. Havent traded that in awhile" [X Link](https://x.com/griffonomics/status/2017449007165980853) 2026-01-31T04:05Z [---] followers, [--] engagements "$LMT https://youtu.be/zaa1UrdakL4si=2zv2skb7nYKozUcR https://youtu.be/zaa1UrdakL4si=2zv2skb7nYKozUcR" [X Link](https://x.com/griffonomics/status/2017625520750383177) 2026-01-31T15:46Z [---] followers, [--] engagements "$HON https://youtu.be/c70I57aqozosi=n-qZvsbnAsHDaBwq https://youtu.be/c70I57aqozosi=n-qZvsbnAsHDaBwq" [X Link](https://x.com/griffonomics/status/2018022861068222935) 2026-02-01T18:05Z [---] followers, [--] engagements "@VelanEther No worries I have to say this is a company I wouldnt have traditionally looked at so please continue to bring me names whenever you want a deep dive. You look at a phenomenal array of companies" [X Link](https://x.com/griffonomics/status/2018072956518138150) 2026-02-01T21:24Z [---] followers, [--] engagements "@LeoNelissen Appreciate you looking it over quick. Planning on watching the [----] investor day this weekend. Will let you know if I find anything compelling. https://regal-rexnord-2024-investor-day-in-person.open-exchange.net/ml_access_token=eyJjb250ZW50Ijp7ImV4cGlyYXRpb25EYXRlIjoiMjAyNC0xMS0xNlQxNzowMDowMC4wMDBaIiwiZW1haWwiOiJzbWdAYWdtYW5wYXJ0bmVycy5jb20iLCJldmVudElkIjozODk3Nn0sInNpZ25hdHVyZSI6Ik1FVUNJUURzeVdXMk82akJMeDB0T1B5TG45WldtTCs0Tm9IYk80SU9kWmxBcEpxNzNRSWdSQ0NKUUxzeFN4SVFkSmsxZUZiVlA2dXJCb2xVVkpqcnR1dWZXbEFaZm1jPSJ9" [X Link](https://x.com/griffonomics/status/1912868583899554166) 2025-04-17T13:59Z [---] followers, [--] engagements "@LeoNelissen Yes you have Lol. Is the Smurfit Kappa / Westrock merger. Smurfit is Irish now one of the largest paper and packaging companies in the world. https://www.smurfitkappa.com/us/about/what-we-do https://www.smurfitkappa.com/us/about/what-we-do" [X Link](https://x.com/griffonomics/status/1958455774436270349) 2025-08-21T09:06Z [---] followers, [--] engagements "@LeoNelissen @LeoNelissen Take a look at $QXO. Brad Jacobs entity with a Kushner investment. Just acquired Beacon roofing. Looks interesting and up your alley" [X Link](https://x.com/griffonomics/status/1963744045265830232) 2025-09-04T23:20Z [---] followers, [---] engagements "@OptionsJohnny I threw it in the group last month. The Brad Jacobs playbook XPO URI WM. Definitely an investment in management. He has a goal of $50B revenue in an $800B TAM sector. The first M&A Beacon Roofing will make up 1/5 of the goal with their $10B revenue. Long term no doubt" [X Link](https://x.com/griffonomics/status/1975235195713601821) 2025-10-06T16:22Z [---] followers, [--] engagements "@SayNoToTrading @cmo040958 - $LOAR vs $TDG - $FLY I got you. I have a commuting day back home to Florida tomorrow evening. I was able to get a couple of my high priority reviews out of the way so Ill definitely get these done likely by Saturday ✅" [X Link](https://x.com/griffonomics/status/1989126902796198076) 2025-11-14T00:23Z [---] followers, [---] engagements "@BourbonInsider Recently compared $TDG to $LOAR https://youtu.be/TqQbmrftaxksi=qE7xcF6csMoQ4oZI https://youtu.be/TqQbmrftaxksi=qE7xcF6csMoQ4oZI" [X Link](https://x.com/griffonomics/status/1990537702031438151) 2025-11-17T21:49Z [---] followers, [----] engagements "@SayNoToTrading Where are you at with $FISV Any small bank thats not using $JKHY is likely using $FISV" [X Link](https://x.com/griffonomics/status/2012319418630418903) 2026-01-17T00:21Z [---] followers, [---] engagements "$CLX https://youtu.be/RQ0ZxCBeBhwsi=-RwaUTECZVmcCAEn https://youtu.be/RQ0ZxCBeBhwsi=-RwaUTECZVmcCAEn" [X Link](https://x.com/griffonomics/status/2014742215059247522) 2026-01-23T16:49Z [---] followers, [--] engagements "$BAH https://youtu.be/skJDHOqmB6Esi=8-qSj1JyLzrbB_UW https://youtu.be/skJDHOqmB6Esi=8-qSj1JyLzrbB_UW" [X Link](https://x.com/griffonomics/status/2015109014015905960) 2026-01-24T17:06Z [---] followers, [--] engagements "$GIS https://youtu.be/ib4KYJN5kIYsi=dR7IPCBWo40O1l3q https://youtu.be/ib4KYJN5kIYsi=dR7IPCBWo40O1l3q" [X Link](https://x.com/griffonomics/status/2015418441126097100) 2026-01-25T13:36Z [---] followers, [--] engagements "$CAG https://youtu.be/7u74VrqCkVAsi=YuepKaybGa1_EPxM https://youtu.be/7u74VrqCkVAsi=YuepKaybGa1_EPxM" [X Link](https://x.com/griffonomics/status/2015420482309267752) 2026-01-25T13:44Z [---] followers, [--] engagements "@BMSInvests Have you looked at $OPTT yet" [X Link](https://x.com/griffonomics/status/2015858933471092835) 2026-01-26T18:46Z [---] followers, [---] engagements "@SayNoToTrading Do you have a $NGVC by you This could also be a time to revisit $BJ" [X Link](https://x.com/griffonomics/status/2016363083959001281) 2026-01-28T04:09Z [---] followers, [---] engagements "$ISRG https://youtu.be/lyHoENbmmWAsi=zpmimfToAvy9BAm8 https://youtu.be/lyHoENbmmWAsi=zpmimfToAvy9BAm8" [X Link](https://x.com/griffonomics/status/2016547137958400468) 2026-01-28T16:21Z [---] followers, [--] engagements "$MBLY https://youtu.be/_mExE8dtGLEsi=wVtQ6HarzrYVsKoz https://youtu.be/_mExE8dtGLEsi=wVtQ6HarzrYVsKoz" [X Link](https://x.com/griffonomics/status/2016925895231996245) 2026-01-29T17:26Z [---] followers, [---] engagements "$HOG https://youtu.be/pfSor9EX0Pssi=5P_b0W8pq5FMY9xL https://youtu.be/pfSor9EX0Pssi=5P_b0W8pq5FMY9xL" [X Link](https://x.com/griffonomics/status/2017396315655672001) 2026-01-31T00:35Z [---] followers, [--] engagements "$LYB https://youtu.be/VzBO4CXwzB4si=mi_mSnkK0rmm5Jww https://youtu.be/VzBO4CXwzB4si=mi_mSnkK0rmm5Jww" [X Link](https://x.com/griffonomics/status/2017623649189089505) 2026-01-31T15:38Z [---] followers, [---] engagements "$LHX https://youtu.be/aYRIYczxSqcsi=EfZDM-r9gNxgTrnZ https://youtu.be/aYRIYczxSqcsi=EfZDM-r9gNxgTrnZ" [X Link](https://x.com/griffonomics/status/2017957331003228570) 2026-02-01T13:44Z [---] followers, [--] engagements "@VelanEther Oofta good find. Looks like a chart that we like to like explore. Im no technician but this $190 level looks like a good place to find support. $BR coming right up" [X Link](https://x.com/griffonomics/status/2018045716556308671) 2026-02-01T19:36Z [---] followers, [--] engagements "$BR https://youtu.be/l9bOiHIKUjUsi=knOkpTL0Sl1oCwpV https://youtu.be/l9bOiHIKUjUsi=knOkpTL0Sl1oCwpV" [X Link](https://x.com/griffonomics/status/2018063368268001303) 2026-02-01T20:46Z [---] followers, [--] engagements "$ABT https://youtu.be/i9lfvKCzxc0si=kwWLfy-cxFhoJjCh https://youtu.be/i9lfvKCzxc0si=kwWLfy-cxFhoJjCh" [X Link](https://x.com/griffonomics/status/2018096297165697364) 2026-02-01T22:57Z [---] followers, [--] engagements "@VelanEther Definitely think youre onto something. Could at least be worth a yolo call. Ill follow up Tuesday post earnings with an updated deep dive" [X Link](https://x.com/griffonomics/status/2018119364390609138) 2026-02-02T00:28Z [---] followers, [--] engagements "$SLB https://youtu.be/oLlfB5v2ypAsi=16zBhOV4hADod8ta https://youtu.be/oLlfB5v2ypAsi=16zBhOV4hADod8ta" [X Link](https://x.com/griffonomics/status/2018305450412847152) 2026-02-02T12:48Z [---] followers, [--] engagements "$XOM https://youtu.be/2rxmsoh6sAksi=PAP9hZ-FTeIYvsSF https://youtu.be/2rxmsoh6sAksi=PAP9hZ-FTeIYvsSF" [X Link](https://x.com/griffonomics/status/2018308807084949774) 2026-02-02T13:01Z [---] followers, [--] engagements "$CVX https://youtu.be/wZJogrAeEnksi=zXmR38MaLScUqNan https://youtu.be/wZJogrAeEnksi=zXmR38MaLScUqNan" [X Link](https://x.com/griffonomics/status/2018336124968505397) 2026-02-02T14:50Z [---] followers, [--] engagements "$PLTR https://youtu.be/-xwHe_2ixCwsi=Av4aaf9I78DJhCeF https://youtu.be/-xwHe_2ixCwsi=Av4aaf9I78DJhCeF" [X Link](https://x.com/griffonomics/status/2018501736839745627) 2026-02-03T01:48Z [---] followers, [---] engagements "$PEP https://youtu.be/9nIBZqgPgnIsi=7yJgjKMWHplInHJT https://youtu.be/9nIBZqgPgnIsi=7yJgjKMWHplInHJT" [X Link](https://x.com/griffonomics/status/2019081145879568645) 2026-02-04T16:10Z [---] followers, [--] engagements "@SayNoToTrading @VelanEther Roger that. If I can help simplify anything lmk. Im confident all of your followers take a lot away from you" [X Link](https://x.com/griffonomics/status/2019590896430510542) 2026-02-06T01:56Z [---] followers, [--] engagements "@LeoNelissen $TAC on this pullback. I mentioned it months ago but I think youd like the company" [X Link](https://x.com/griffonomics/status/2015217641653154077) 2026-01-25T00:18Z [---] followers, [---] engagements "@SayNoToTrading Youll have to lmk what you think. I own a small amount of $EME. Your callout on $LMB super intriguing. More diligence needed on that one" [X Link](https://x.com/griffonomics/status/1987235735364145649) 2025-11-08T19:08Z [---] followers, [---] engagements "$LAND https://youtu.be/T1_mmHXqV3Qsi=XWF0sUvygZ_Q96Y6 https://youtu.be/T1_mmHXqV3Qsi=XWF0sUvygZ_Q96Y6" [X Link](https://x.com/griffonomics/status/2017297828792385889) 2026-01-30T18:04Z [---] followers, [--] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@griffonomics GriffonomicsGriffonomics posts on X about $br, $now, $tac, $amt the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.
Social category influence stocks 66% cryptocurrencies 16% finance 11% technology brands 2% countries 2% celebrities 1%
Social topic influence $br 5%, $now 4%, $tac 3%, $amt 3%, $vz 3%, $tdg 3%, $axon 3%, $sw 3%, $qxo 3%, $lb 3%
Top accounts mentioned or mentioned by @saynototrading @velanether @hoganpash @leonelissen @sharkchart @thelonginvest @rendezvous2332 @zeecontrarian1 @zattroof @lilyfunds @cdnstocktrader @elonmusk @danielbraden18 @southwestair @optionsjohnny @cmo040958 @bourboninsider @bmsinvests
Top assets mentioned Bedrock (BR) Now Coin (NOW) TAC Protocol (TAC) American Tower Corp (AMT) Verizon Communications Inc. (VZ) TransDigm Group, Inc. (TDG) Axon Enterprise, Inc. (AXON) Smurfit WestRock plc (SW) QXO, Inc. Common Stock (QXO) LandBridge Company LLC (LB) Ondas Holdings Inc. Common Stock (ONDS) DexCom, Inc. (DXCM) Arcblock (ABT) Crown Castle Inc (CCI) Clorox Co (CLX) Oscar Health, Inc. (OSCR) CF Industries Holdings, Inc. (CF) Booz Allen Hamilton Holding, Corp. (BAH) LyondellBasell Industries NV (LYB) Amentum Holdings, Inc. (AMTM) Loar Holdings Inc (LOAR) Cellebrite DI Ltd. Class A Ordinary Shares (CLBT) Unusual Machines, Inc (UMAC) Life Time Group Holdings, Inc. (LTH) CoStar Group, Inc. (CSGP) Medline Inc. (MDLN) Vail Resorts, Inc. (MTN) Quanta Services Inc (PWR) Northrop Grumman Corporation (NOC) Exact Sciences Corp (EXAS) Abivax SA (ABVX) Carlisle Companies, Inc. (CSL) Electroneum (ETN) Hims & Hers Health, Inc. (HIMS) Advanced Micro Devices (AMD) Bloom Energy Corporation (BE) Peloton Interactive, Inc. Class A Common Stock (PTON) Johnson Controls International, PLC. (JCI) IDEX Corporation (IEX) Carrier Global Corp (CARR) Tyler Technologies, Inc. (TYL) S&P Global Inc (SPGI) Bridge Mutual (BMI) Copart, Inc. (CPRT) Centrus Energy Corp. (LEU) Prologis Inc (PLD) Trade Desk, Inc. (TTD) Vistra, Corp. (VST) Constellation Energy Corp (CEG) Texas Pacific Land, Corp. (TPL) Old Dominion Freight Line Inc (ODFL) XPO LOGISTICS, INC. (XPO) United Rentals, Inc. (URI) Leidos Holdings Inc (LDOS) OpenServ (SERV) NextEra Energy Inc (NEE) Southwest Airlines Co (LUV) Century Aluminum Co (CENX) Freeport-McMoRan Inc (FCX)
Top posts by engagements in the last [--] hours
"$CLBT https://youtu.be/ILJvuvGwL48si=gFOWUkeWYKWZp5MH https://youtu.be/ILJvuvGwL48si=gFOWUkeWYKWZp5MH"
X Link 2026-02-12T14:46Z [---] followers, [--] engagements
"@VelanEther Yessir. They're the sole-supplier for the F-35 helmet microdisplay. They also make optics for FPV drones. Plus have an $ONDS and $UMAC partnership (they invested $41M in $KOPN). It's a smaller long term picks and shovels speculative position for me"
X Link 2026-02-14T12:49Z [---] followers, [---] engagements
"$LTH Life Time Fitness https://youtu.be/xtsJf4VNI_4si=FQzN10tV7zsKptDJ https://youtu.be/xtsJf4VNI_4si=FQzN10tV7zsKptDJ"
X Link 2026-01-16T14:01Z [---] followers, [--] engagements
"$CSGP https://youtu.be/j_rzoqXxyuwsi=BIrJXReTew4exPs5 https://youtu.be/j_rzoqXxyuwsi=BIrJXReTew4exPs5"
X Link 2026-01-25T15:27Z [---] followers, [---] engagements
"$TAC https://youtu.be/IHahifsAYVosi=HfAxthLnKSCiY7As https://youtu.be/IHahifsAYVosi=HfAxthLnKSCiY7As"
X Link 2026-01-25T17:46Z [---] followers, [---] engagements
"$MDLN https://youtu.be/Y3tVtdJ9Ztksi=IU5Yr7oNPvrt1J9n https://youtu.be/Y3tVtdJ9Ztksi=IU5Yr7oNPvrt1J9n"
X Link 2026-01-28T13:33Z [---] followers, [---] engagements
"$MTN https://youtu.be/q-BbFKpUaqEsi=gFtZVzTRO7JXgjrc https://youtu.be/q-BbFKpUaqEsi=gFtZVzTRO7JXgjrc"
X Link 2026-01-30T18:21Z [---] followers, [---] engagements
"@HoganPash Thats the type of infrastructure I buy as well. The picks and shovels. Really like $PWR basically the contractors that install the grid"
X Link 2026-01-31T04:12Z [---] followers, [--] engagements
"$NOC https://youtu.be/mToQ0Eu6MZwsi=v1vXRRolX36_Kadc https://youtu.be/mToQ0Eu6MZwsi=v1vXRRolX36_Kadc"
X Link 2026-02-01T18:49Z [---] followers, [---] engagements
"@SayNoToTrading @SayNoToTrading if anything just listen from 19:30 to the end. I think this is what youre looking for"
X Link 2026-02-02T03:58Z [---] followers, [---] engagements
"@SayNoToTrading Its a pass for me. Not saying its dead money from here but doesnt fit my risk appetite. Ill revisit in [--] months. However I am interested to see how CGMs heat up against $DXCM. $EXAS is valued at $105 per share cash so that play is long gone. $ABT absorbs $2B of their debt"
X Link 2026-02-02T04:04Z [---] followers, [--] engagements
"@VelanEther Good call. Im planning on doing $CCI tomorrow post-earnings. Ill do $AMT as well and will post them back to back. Will be a smart comparison. FWIW I bought $VZ around the Frontier closure so Ill likely be sticking with that for a 5G/yield position"
X Link 2026-02-03T14:15Z [---] followers, [---] engagements
"$BR https://youtu.be/v3Hlq2AeOt4si=Y9vAeW_CgSvM1ETn https://youtu.be/v3Hlq2AeOt4si=Y9vAeW_CgSvM1ETn"
X Link 2026-02-04T12:50Z [---] followers, [--] engagements
"$ABVX https://youtu.be/nlhKzp1tXDUsi=Cvldt5LtzXt6p3Qb https://youtu.be/nlhKzp1tXDUsi=Cvldt5LtzXt6p3Qb"
X Link 2026-02-04T15:19Z [---] followers, [---] engagements
"$CSL https://youtu.be/o4bcRc4K1Z0si=fuT-VggeTDSU7srO https://youtu.be/o4bcRc4K1Z0si=fuT-VggeTDSU7srO"
X Link 2026-02-04T15:39Z [---] followers, [--] engagements
"$ETN https://youtu.be/TO-tJ63wDTwsi=o0HX7Eoet-sEDcau https://youtu.be/TO-tJ63wDTwsi=o0HX7Eoet-sEDcau"
X Link 2026-02-04T15:54Z [---] followers, [--] engagements
"$TDG https://youtu.be/stmFXcfZvAYsi=iRl_-15qE5m-1Xsn https://youtu.be/stmFXcfZvAYsi=iRl_-15qE5m-1Xsn"
X Link 2026-02-05T14:49Z [---] followers, [---] engagements
"@VelanEther @VelanEther $AMT https://youtu.be/wlUE2NH0uwUsi=W0peXDnipjsT59q6 https://youtu.be/wlUE2NH0uwUsi=W0peXDnipjsT59q6"
X Link 2026-02-05T15:30Z [---] followers, [--] engagements
"$AMT https://youtu.be/wlUE2NH0uwUsi=W0peXDnipjsT59q6 https://youtu.be/wlUE2NH0uwUsi=W0peXDnipjsT59q6"
X Link 2026-02-05T15:30Z [---] followers, [--] engagements
"$CCI https://youtu.be/jfu_nR-BDwgsi=DJdnYzI-eSvXsK2d https://youtu.be/jfu_nR-BDwgsi=DJdnYzI-eSvXsK2d"
X Link 2026-02-05T15:52Z [---] followers, [--] engagements
"@TheLongInvest When is the class action lawsuit $HIMS"
X Link 2026-02-07T15:20Z [---] followers, [---] engagements
"$NOW https://youtu.be/KTIwZOcYxHksi=LdOozTcvaxFeet4p https://youtu.be/KTIwZOcYxHksi=LdOozTcvaxFeet4p"
X Link 2026-02-07T15:22Z [---] followers, [--] engagements
"$AMD https://youtu.be/N0-HcBtLoB8si=w2-tbmK7mRoJozJP https://youtu.be/N0-HcBtLoB8si=w2-tbmK7mRoJozJP"
X Link 2026-02-07T16:38Z [---] followers, [--] engagements
"$BE https://youtu.be/QO--lBOB-1Asi=vQGV4Ui6HZwi_5Kr https://youtu.be/QO--lBOB-1Asi=vQGV4Ui6HZwi_5Kr"
X Link 2026-02-07T19:16Z [---] followers, [---] engagements
"@SharkChart @TheLongInvest LOL exactly"
X Link 2026-02-07T20:02Z [---] followers, [---] engagements
"@Rendezvous2332 @SharkChart @TheLongInvest Canada's population is 39M basically the size of CA. Even if it captures some of the Canadian market that's not going to fill the revenue hole from it being restricted in the US. Plus completely different regulatory environment in Canada"
X Link 2026-02-07T21:04Z [---] followers, [--] engagements
"@ZeeContrarian1 SaaS name thats already digested earnings $NOW"
X Link 2026-02-08T03:27Z [---] followers, [---] engagements
"@ZeeContrarian1 Although I like $AXON better. Which would have the upcoming earnings catalyst"
X Link 2026-02-08T03:29Z [---] followers, [---] engagements
"$PTON https://youtu.be/VqqTofJfxrcsi=MfmYDxyummYAxXHy https://youtu.be/VqqTofJfxrcsi=MfmYDxyummYAxXHy"
X Link 2026-02-08T14:24Z [---] followers, [--] engagements
"$JCI https://youtu.be/LjkTV5H1aYgsi=Y9DDaC4v5rIAvu18 https://youtu.be/LjkTV5H1aYgsi=Y9DDaC4v5rIAvu18"
X Link 2026-02-09T14:42Z [---] followers, [--] engagements
"$IEX https://youtu.be/xCis6lymOU8si=IktFD9gZPaz1Ladi https://youtu.be/xCis6lymOU8si=IktFD9gZPaz1Ladi"
X Link 2026-02-09T15:19Z [---] followers, [---] engagements
"$CARR https://youtu.be/CjCaGN2OU1Qsi=ofCyL1kFrXR2UFC1 https://youtu.be/CjCaGN2OU1Qsi=ofCyL1kFrXR2UFC1"
X Link 2026-02-10T15:57Z [---] followers, [--] engagements
"$CLX https://youtu.be/LiznUe2Zf4osi=7_mmY-TV7hlkljN5 https://youtu.be/LiznUe2Zf4osi=7_mmY-TV7hlkljN5"
X Link 2026-02-10T16:17Z [---] followers, [--] engagements
"$OSCR - Post-earnings review. https://youtu.be/mhNWd6c-oK4si=t1PAis6eJBzDX115 https://youtu.be/mhNWd6c-oK4si=t1PAis6eJBzDX115"
X Link 2026-02-10T20:37Z [---] followers, [---] engagements
"@SayNoToTrading Love your strategy. I operate in a similar way but havent had a position here. Youre just too damn early on absolutely everything lol. Brilliant investing mind"
X Link 2026-02-11T00:07Z [---] followers, [--] engagements
"@SharkChart Stick with the defense theme and hit $AXON. Upcoming earnings too decent newer acquisition"
X Link 2026-02-11T02:31Z [---] followers, [---] engagements
"@zattroof @LeoNelissen $SW owns the physical infrastructure that AI simply cannot disrupt. Plus the Smurfit-Westrock merger scale is a massive FCF machine"
X Link 2026-02-11T16:56Z [---] followers, [--] engagements
"$TYL https://youtu.be/pqFzdNgM8yssi=vMAyD8OCUJtiuEAe https://youtu.be/pqFzdNgM8yssi=vMAyD8OCUJtiuEAe"
X Link 2026-02-12T17:14Z [---] followers, [---] engagements
"$SPGI https://youtu.be/DJVSvc6PBqcsi=Uy8pDujQR-JbnAhL https://youtu.be/DJVSvc6PBqcsi=Uy8pDujQR-JbnAhL"
X Link 2026-02-12T18:58Z [---] followers, [--] engagements
"@cdnstocktrader Ever look at $ATEX"
X Link 2025-12-10T18:45Z [---] followers, [--] engagements
"$BMI https://youtu.be/c0lSyAmCPywsi=72m3etzJVLbYmEmr https://youtu.be/c0lSyAmCPywsi=72m3etzJVLbYmEmr"
X Link 2026-01-28T20:37Z [---] followers, [--] engagements
"@HoganPash Yea Eric Schmidts Bolt Energy. I wonder if that ends up going public. On a different type of land note do you ever use Copart They have heavy equipment too. A lot of people understand them as a junkyard but theyre also a huge land holding. $CPRT"
X Link 2026-01-31T04:23Z [---] followers, [--] engagements
"@SayNoToTrading So far this year Ive bought $VZ $CF $SW $TAC $TTD $AXON $NOW. Larger positions I havent felt compelled to add $ONDS $LB $QXO. Getting close to adding to $OSCR $VST $LEU $REKR. Ive sold $PLD $DXCM $BAH $CEG $TPL $ODFL. 10ish other names are flat or spec"
X Link 2026-01-31T04:49Z [---] followers, [---] engagements
"@VelanEther @VelanEther I'm going to do an quick probably [--] minute or so video on $BR as an earnings update. Will throw it your way when it's done. Likely at some point tonight"
X Link 2026-02-03T23:00Z [---] followers, [--] engagements
"@VelanEther $BR update. https://youtu.be/v3Hlq2AeOt4si=Y9vAeW_CgSvM1ETn https://youtu.be/v3Hlq2AeOt4si=Y9vAeW_CgSvM1ETn"
X Link 2026-02-04T12:51Z [---] followers, [--] engagements
"$SPACEX a MUST listen. Incredible @elonmusk https://youtu.be/L53Kwj6_HKYsi=uqgyReOjX1xNx44P https://youtu.be/L53Kwj6_HKYsi=uqgyReOjX1xNx44P"
X Link 2026-02-06T12:46Z [---] followers, [--] engagements
"@LeoNelissen Agreed. Time for investors to think outside of the box. $SW and $CF a few of my favs. Nice call on $LYB"
X Link 2026-02-11T16:50Z [---] followers, [---] engagements
"@SharkChart Latrell Sprewell. Back in the day he rejected a [--] year $21M contract extension from the Timberwolves stating I have a family to feed lol"
X Link 2026-02-13T18:20Z [---] followers, [---] engagements
"@SharkChart Building products and distribution. $QXO is Brad Jacobs company $XPO $URI to name a few others. $50B revenue target and hes about 1/5th of the way there with acquisitions. A trust management type of position"
X Link 2026-02-13T23:39Z [---] followers, [---] engagements
"@SayNoToTrading $AMTM fell too. Im digging into that one in a little bit. Do you have any interest there"
X Link 2026-02-11T00:03Z [---] followers, [---] engagements
"$AMTM https://youtu.be/Dujy_dl7zassi=Nvp7tJ9i0N_3sgV9 https://youtu.be/Dujy_dl7zassi=Nvp7tJ9i0N_3sgV9"
X Link 2026-02-11T16:47Z [---] followers, [---] engagements
"$EVLV https://youtu.be/95wKOtNGpOosi=1l1epjES3vqgvyRG https://youtu.be/95wKOtNGpOosi=1l1epjES3vqgvyRG"
X Link 2026-02-14T12:03Z [---] followers, [---] engagements
"@LilyFunds Thank you Appreciate you watching. I also think $EVLV has a good runway. Im a pilot and I see $LDOS all the time. But saw $EVLV once down in San Juan. Think schools and sporting is the niche"
X Link 2026-02-14T19:13Z [---] followers, [--] engagements
"$LB Investor Day (3/19)"
X Link 2026-01-22T13:34Z [---] followers, [---] engagements
"$LB ER - 2/26"
X Link 2026-01-22T13:51Z [---] followers, [---] engagements
"$SERV https://youtu.be/xS5myfC8ENM https://youtu.be/xS5myfC8ENM"
X Link 2026-01-27T11:11Z [---] followers, [--] engagements
"@LeoNelissen We have a FL governor candidate saying hell put a 50% tax on their income and put it all in the schools"
X Link 2026-01-27T22:13Z [---] followers, [---] engagements
"@HoganPash Same to you brother Jordan Creek stayed in that area a couple times for work. The MN farm is around New Ulm if youre familiar with up there"
X Link 2026-01-28T00:47Z [---] followers, [--] engagements
"@HoganPash I live down in FL now but we drove back through Cedar Rapids over Christmas. Saw at least [--] deer in one field. Always loved anytime I spent in Iowa"
X Link 2026-01-28T01:00Z [---] followers, [--] engagements
"@HoganPash Were about to get hit with a massive cold front so youre not missing much Thanks for pointing out some great ideas. I likely wouldve missed $TEXX without your post"
X Link 2026-01-28T01:13Z [---] followers, [--] engagements
"$NEE https://youtu.be/JZGSqla6V1osi=IG9HD_HtewUXoBYj https://youtu.be/JZGSqla6V1osi=IG9HD_HtewUXoBYj"
X Link 2026-01-28T19:32Z [---] followers, [--] engagements
"$NOW https://youtu.be/t8myI1i5QcAsi=66m5_6sm51nZAr5X https://youtu.be/t8myI1i5QcAsi=66m5_6sm51nZAr5X"
X Link 2026-01-29T16:30Z [---] followers, [--] engagements
"$VZ https://youtu.be/7ZEnWBwKUAA https://youtu.be/7ZEnWBwKUAA"
X Link 2026-01-30T16:27Z [---] followers, [--] engagements
"@SayNoToTrading We get earnings season [--] times per year. This is the best sport to follow. Id hire you as head coach"
X Link 2026-01-30T20:31Z [---] followers, [---] engagements
"@danielbraden18 @SouthwestAir $LUV is horrible. Ive never had a flight that wasnt delayed. Open seating sucks ass too. Get some planes with chargers and WiFi"
X Link 2026-01-31T01:51Z [---] followers, [--] engagements
"@HoganPash Aluminum ripping this year too $CENX. But do love $FCX. Havent traded that in awhile"
X Link 2026-01-31T04:05Z [---] followers, [--] engagements
"$LMT https://youtu.be/zaa1UrdakL4si=2zv2skb7nYKozUcR https://youtu.be/zaa1UrdakL4si=2zv2skb7nYKozUcR"
X Link 2026-01-31T15:46Z [---] followers, [--] engagements
"$HON https://youtu.be/c70I57aqozosi=n-qZvsbnAsHDaBwq https://youtu.be/c70I57aqozosi=n-qZvsbnAsHDaBwq"
X Link 2026-02-01T18:05Z [---] followers, [--] engagements
"@VelanEther No worries I have to say this is a company I wouldnt have traditionally looked at so please continue to bring me names whenever you want a deep dive. You look at a phenomenal array of companies"
X Link 2026-02-01T21:24Z [---] followers, [--] engagements
"@LeoNelissen Appreciate you looking it over quick. Planning on watching the [----] investor day this weekend. Will let you know if I find anything compelling. https://regal-rexnord-2024-investor-day-in-person.open-exchange.net/ml_access_token=eyJjb250ZW50Ijp7ImV4cGlyYXRpb25EYXRlIjoiMjAyNC0xMS0xNlQxNzowMDowMC4wMDBaIiwiZW1haWwiOiJzbWdAYWdtYW5wYXJ0bmVycy5jb20iLCJldmVudElkIjozODk3Nn0sInNpZ25hdHVyZSI6Ik1FVUNJUURzeVdXMk82akJMeDB0T1B5TG45WldtTCs0Tm9IYk80SU9kWmxBcEpxNzNRSWdSQ0NKUUxzeFN4SVFkSmsxZUZiVlA2dXJCb2xVVkpqcnR1dWZXbEFaZm1jPSJ9"
X Link 2025-04-17T13:59Z [---] followers, [--] engagements
"@LeoNelissen Yes you have Lol. Is the Smurfit Kappa / Westrock merger. Smurfit is Irish now one of the largest paper and packaging companies in the world. https://www.smurfitkappa.com/us/about/what-we-do https://www.smurfitkappa.com/us/about/what-we-do"
X Link 2025-08-21T09:06Z [---] followers, [--] engagements
"@LeoNelissen @LeoNelissen Take a look at $QXO. Brad Jacobs entity with a Kushner investment. Just acquired Beacon roofing. Looks interesting and up your alley"
X Link 2025-09-04T23:20Z [---] followers, [---] engagements
"@OptionsJohnny I threw it in the group last month. The Brad Jacobs playbook XPO URI WM. Definitely an investment in management. He has a goal of $50B revenue in an $800B TAM sector. The first M&A Beacon Roofing will make up 1/5 of the goal with their $10B revenue. Long term no doubt"
X Link 2025-10-06T16:22Z [---] followers, [--] engagements
"@SayNoToTrading @cmo040958 - $LOAR vs $TDG - $FLY I got you. I have a commuting day back home to Florida tomorrow evening. I was able to get a couple of my high priority reviews out of the way so Ill definitely get these done likely by Saturday ✅"
X Link 2025-11-14T00:23Z [---] followers, [---] engagements
"@BourbonInsider Recently compared $TDG to $LOAR https://youtu.be/TqQbmrftaxksi=qE7xcF6csMoQ4oZI https://youtu.be/TqQbmrftaxksi=qE7xcF6csMoQ4oZI"
X Link 2025-11-17T21:49Z [---] followers, [----] engagements
"@SayNoToTrading Where are you at with $FISV Any small bank thats not using $JKHY is likely using $FISV"
X Link 2026-01-17T00:21Z [---] followers, [---] engagements
"$CLX https://youtu.be/RQ0ZxCBeBhwsi=-RwaUTECZVmcCAEn https://youtu.be/RQ0ZxCBeBhwsi=-RwaUTECZVmcCAEn"
X Link 2026-01-23T16:49Z [---] followers, [--] engagements
"$BAH https://youtu.be/skJDHOqmB6Esi=8-qSj1JyLzrbB_UW https://youtu.be/skJDHOqmB6Esi=8-qSj1JyLzrbB_UW"
X Link 2026-01-24T17:06Z [---] followers, [--] engagements
"$GIS https://youtu.be/ib4KYJN5kIYsi=dR7IPCBWo40O1l3q https://youtu.be/ib4KYJN5kIYsi=dR7IPCBWo40O1l3q"
X Link 2026-01-25T13:36Z [---] followers, [--] engagements
"$CAG https://youtu.be/7u74VrqCkVAsi=YuepKaybGa1_EPxM https://youtu.be/7u74VrqCkVAsi=YuepKaybGa1_EPxM"
X Link 2026-01-25T13:44Z [---] followers, [--] engagements
"@BMSInvests Have you looked at $OPTT yet"
X Link 2026-01-26T18:46Z [---] followers, [---] engagements
"@SayNoToTrading Do you have a $NGVC by you This could also be a time to revisit $BJ"
X Link 2026-01-28T04:09Z [---] followers, [---] engagements
"$ISRG https://youtu.be/lyHoENbmmWAsi=zpmimfToAvy9BAm8 https://youtu.be/lyHoENbmmWAsi=zpmimfToAvy9BAm8"
X Link 2026-01-28T16:21Z [---] followers, [--] engagements
"$MBLY https://youtu.be/_mExE8dtGLEsi=wVtQ6HarzrYVsKoz https://youtu.be/_mExE8dtGLEsi=wVtQ6HarzrYVsKoz"
X Link 2026-01-29T17:26Z [---] followers, [---] engagements
"$HOG https://youtu.be/pfSor9EX0Pssi=5P_b0W8pq5FMY9xL https://youtu.be/pfSor9EX0Pssi=5P_b0W8pq5FMY9xL"
X Link 2026-01-31T00:35Z [---] followers, [--] engagements
"$LYB https://youtu.be/VzBO4CXwzB4si=mi_mSnkK0rmm5Jww https://youtu.be/VzBO4CXwzB4si=mi_mSnkK0rmm5Jww"
X Link 2026-01-31T15:38Z [---] followers, [---] engagements
"$LHX https://youtu.be/aYRIYczxSqcsi=EfZDM-r9gNxgTrnZ https://youtu.be/aYRIYczxSqcsi=EfZDM-r9gNxgTrnZ"
X Link 2026-02-01T13:44Z [---] followers, [--] engagements
"@VelanEther Oofta good find. Looks like a chart that we like to like explore. Im no technician but this $190 level looks like a good place to find support. $BR coming right up"
X Link 2026-02-01T19:36Z [---] followers, [--] engagements
"$BR https://youtu.be/l9bOiHIKUjUsi=knOkpTL0Sl1oCwpV https://youtu.be/l9bOiHIKUjUsi=knOkpTL0Sl1oCwpV"
X Link 2026-02-01T20:46Z [---] followers, [--] engagements
"$ABT https://youtu.be/i9lfvKCzxc0si=kwWLfy-cxFhoJjCh https://youtu.be/i9lfvKCzxc0si=kwWLfy-cxFhoJjCh"
X Link 2026-02-01T22:57Z [---] followers, [--] engagements
"@VelanEther Definitely think youre onto something. Could at least be worth a yolo call. Ill follow up Tuesday post earnings with an updated deep dive"
X Link 2026-02-02T00:28Z [---] followers, [--] engagements
"$SLB https://youtu.be/oLlfB5v2ypAsi=16zBhOV4hADod8ta https://youtu.be/oLlfB5v2ypAsi=16zBhOV4hADod8ta"
X Link 2026-02-02T12:48Z [---] followers, [--] engagements
"$XOM https://youtu.be/2rxmsoh6sAksi=PAP9hZ-FTeIYvsSF https://youtu.be/2rxmsoh6sAksi=PAP9hZ-FTeIYvsSF"
X Link 2026-02-02T13:01Z [---] followers, [--] engagements
"$CVX https://youtu.be/wZJogrAeEnksi=zXmR38MaLScUqNan https://youtu.be/wZJogrAeEnksi=zXmR38MaLScUqNan"
X Link 2026-02-02T14:50Z [---] followers, [--] engagements
"$PLTR https://youtu.be/-xwHe_2ixCwsi=Av4aaf9I78DJhCeF https://youtu.be/-xwHe_2ixCwsi=Av4aaf9I78DJhCeF"
X Link 2026-02-03T01:48Z [---] followers, [---] engagements
"$PEP https://youtu.be/9nIBZqgPgnIsi=7yJgjKMWHplInHJT https://youtu.be/9nIBZqgPgnIsi=7yJgjKMWHplInHJT"
X Link 2026-02-04T16:10Z [---] followers, [--] engagements
"@SayNoToTrading @VelanEther Roger that. If I can help simplify anything lmk. Im confident all of your followers take a lot away from you"
X Link 2026-02-06T01:56Z [---] followers, [--] engagements
"@LeoNelissen $TAC on this pullback. I mentioned it months ago but I think youd like the company"
X Link 2026-01-25T00:18Z [---] followers, [---] engagements
"@SayNoToTrading Youll have to lmk what you think. I own a small amount of $EME. Your callout on $LMB super intriguing. More diligence needed on that one"
X Link 2025-11-08T19:08Z [---] followers, [---] engagements
"$LAND https://youtu.be/T1_mmHXqV3Qsi=XWF0sUvygZ_Q96Y6 https://youtu.be/T1_mmHXqV3Qsi=XWF0sUvygZ_Q96Y6"
X Link 2026-01-30T18:04Z [---] followers, [--] engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
/creator/twitter::griffonomics