[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.] #  @the_gorillagame The Gorilla Game The Gorilla Game posts on X about $epam, $or, $acn, $glob the most. They currently have XXX followers and XX posts still getting attention that total XXX engagements in the last XX hours. ### Engagements: XXX [#](/creator/twitter::1901836101544816640/interactions)  - X Week XXXXX +5% - X Month XXXXXX +640% - X Months XXXXXX +4,770% ### Mentions: XX [#](/creator/twitter::1901836101544816640/posts_active)  - X Week XX +5.60% - X Month XX +87% - X Months XX +875% ### Followers: XXX [#](/creator/twitter::1901836101544816640/followers)  - X Week XXX +1.50% - X Month XXX +452% - X Months XXX +3,000% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::1901836101544816640/influencer_rank)  ### Social Influence [#](/creator/twitter::1901836101544816640/influence) --- **Social category influence** [stocks](/list/stocks) XXXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% [technology brands](/list/technology-brands) XXXX% [finance](/list/finance) XXXX% [luxury brands](/list/luxury-brands) XXX% [fashion brands](/list/fashion-brands) XXX% **Social topic influence** [$epam](/topic/$epam) #13, [$or](/topic/$or) #11, [$acn](/topic/$acn) #20, [$glob](/topic/$glob) #7, [heico](/topic/heico) #19, [deep dive](/topic/deep-dive) #1009, [$hei](/topic/$hei) #21, [$heia](/topic/$heia) #2, [luxury](/topic/luxury) 5.56%, [$dava](/topic/$dava) #1 **Top accounts mentioned or mentioned by** [@wsj](/creator/undefined) [@highyieldharry](/creator/undefined) [@revcap](/creator/undefined) [@tidefallcapital](/creator/undefined) [@realdonaldtrump](/creator/undefined) [@bobgrayson15](/creator/undefined) [@fabknowledge](/creator/undefined) [@lyinted1337](/creator/undefined) [@acquirers_club](/creator/undefined) **Top assets mentioned** [EPAM Systems, Inc. (EPAM)](/topic/$epam) [Osisko Gold Royalties Ltd (OR)](/topic/$or) [Accenture (ACN)](/topic/$acn) [GLOBANT S.A. (GLOB)](/topic/$glob) [Heima (HEI)](/topic/$hei) [HEICO CORP CL A (HEI.A)](/topic/$heia) [Cognizant Technology Solutions Corp (CTSH)](/topic/$ctsh) [Elcoin (EL)](/topic/$el) [Ashland Global Holdings Inc. (ASH)](/topic/$ash) [COTY INC (COTY)](/topic/$coty) [aelf (ELF)](/topic/$elf) [Procter & Gamble (PG)](/topic/$pg) ### Top Social Posts [#](/creator/twitter::1901836101544816640/posts) --- Top posts by engagements in the last XX hours "Presumably this is a huge benefit to IT-Services companies Labour is stuck in India/China so tech companies will have to increasingly rely on outsourcing for engineering talent via @WSJ $ACN $EPAM $GLOB $DAVA $CTSH" [X Link](https://x.com/the_gorillagame/status/1969157342487822480) [@the_gorillagame](/creator/x/the_gorillagame) 2025-09-19T21:51Z XXX followers, 1603 engagements "What do people think is going on with Globant $GLOB $EPAM $REY $REY.IT $REY.MI" [X Link](https://x.com/the_gorillagame/status/1969455607565730032) [@the_gorillagame](/creator/x/the_gorillagame) 2025-09-20T17:36Z XXX followers, 1205 engagements "However the opposite ended up happening. The end-customer for IT Services is normally a CTO at some 50+ year old company that does not want to go out and recruit high-end engineers and keep them motivated. Cloud introduced complexity which is why IT Services growth exploded" [X Link](https://x.com/the_gorillagame/status/1971055436704219429) [@the_gorillagame](/creator/x/the_gorillagame) 2025-09-25T03:33Z XXX followers, 2973 engagements "We're still early days in AI and arguably middle-innings with cloud. AI has the potential to be the mother of all cycles for IT services players that can add value. $ACN $EPAM $REY" [X Link](https://x.com/the_gorillagame/status/1971055617428316454) [@the_gorillagame](/creator/x/the_gorillagame) 2025-09-25T03:34Z XXX followers, 2331 engagements "$ACN's response in Q4 F25. My take is that the heavy users like the big tech companies and mega banks will increasingly explore using nearshore players like $EPAM $GLOB and $DAVA to address the talent gaps" [X Link](https://x.com/the_gorillagame/status/1971344766391681158) [@the_gorillagame](/creator/x/the_gorillagame) 2025-09-25T22:43Z XXX followers, 2188 engagements "We know PMAs are cheaper but it is increasingly becoming clear they are better and faster. OEMs have dropped the ball on availability while PMAs from HEICO are readily available. Per recent article in Avistion Maintenance" [X Link](https://x.com/the_gorillagame/status/1976363944899117089) [@the_gorillagame](/creator/x/the_gorillagame) 2025-10-09T19:07Z XXX followers, XXX engagements "Checkout my deep dive on $EPAM. EPAM has an underappreciated approach to training hiring and promotion which has created a differentiated culture and "engineering DNA". Shares are cheap even with a conservative view of industry growth" [X Link](https://x.com/the_gorillagame/status/1970719743427698972) [@the_gorillagame](/creator/x/the_gorillagame) 2025-09-24T05:19Z XXX followers, XXX engagements "$ACN and $CTSH have 1568 and 2493 H-1B's respectively. Both have shrunk these by XX% since COVID. Assuming they renew 1/6th every year and also grow these visas XX% a year you're looking at a $42m hit (6bps of Revenue) to $ACN and $66m hit (33bps of Revenue) to $CTSH" [X Link](https://x.com/the_gorillagame/status/1973095282792399021) [@the_gorillagame](/creator/x/the_gorillagame) 2025-09-30T18:39Z XXX followers, XXX engagements "Check out my deep dive on Croda a business that has enabled the disruption in the beauty industry. $CRDA $CRDA.L $CRDA.LN $EL $OR $OR.FP $ASH" [X Link](https://x.com/the_gorillagame/status/1941213017456378061) [@the_gorillagame](/creator/x/the_gorillagame) 2025-07-04T19:10Z XXX followers, XXX engagements "I guess this is why its important that capital allocation is somewhat institutionalized rather than reliant on one or two individuals. With that said $dplm.l has done a good job institutionalizing capital allocation since Johnny took over. Diploma's finance chief steps down over conduct issues Reuters $dplm $dplm.ln" [X Link](https://x.com/the_gorillagame/status/1956925176349934058) [@the_gorillagame](/creator/x/the_gorillagame) 2025-08-17T03:44Z XXX followers, XXX engagements "I've decided to remove the paywall on my deep dive on HEICO ( $HEI $HEI.A ) an exceptional business where customers employees and shareholders all win. See below" [X Link](https://x.com/the_gorillagame/status/1973123516091473945) [@the_gorillagame](/creator/x/the_gorillagame) 2025-09-30T20:31Z XXX followers, XXX engagements "This video of Shad Rowe was the first time I heard the term better faster cheaper a straight forward and compelling way to analyze a businesses value proposition. In my view $HEI $HEI.A HEICOs PMA business has always been the best Better Faster Cheaper business" [X Link](https://x.com/the_gorillagame/status/1976363935952461969) [@the_gorillagame](/creator/x/the_gorillagame) 2025-10-09T19:07Z XXX followers, XXX engagements "I wrote in my primer that traditional beauty like $EL $OR $PG $COTY and $ULVR was facing a structural attack on their moat from celebrity backed beauty brands high-velocity Korean beauty and $ELF as well as traditional luxury brands. They were getting squeezed at the top and bottom of the beauty pyramid" [X Link](https://x.com/the_gorillagame/status/1979669650486243693) [@the_gorillagame](/creator/x/the_gorillagame) 2025-10-18T22:03Z XXX followers, XXX engagements "$OR is the only company that has chosen to consistently invest into R&D and marketing and has arguably been able to defend its moat. Acquiring Kering's beauty brands and presumably the rights to further develop Gucci YSL Bottega McQueen Balenciaga Valentino etc. is a significant coup and arguably positions $OR better than almost any company outside of LVMH to attack the top of the beauty pyramid. While details on valuation are not available yet strategically this is a huge win" [X Link](https://x.com/the_gorillagame/status/1979671052495265985) [@the_gorillagame](/creator/x/the_gorillagame) 2025-10-18T22:08Z XXX followers, XXX engagements "Sad to see the passing of the legendary Larry Mendelson at $HEI $HEI.A. He exuded integrity in all of his communications. His record speaks for himself. There are reportedly hundreds of factory level workers at HEICO with X figure retirement accounts based on HEICO's extraordinary record" [X Link](https://x.com/the_gorillagame/status/1972689929865208209) [@the_gorillagame](/creator/x/the_gorillagame) 2025-09-29T15:48Z XXX followers, 3741 engagements "Interesting news today that Kering is possibly selling its beauty business to L'Oreal $OR $OR.FP. While $MC.FP $KER.FP and $RMS.FP have not historically maximized their beauty revenue I felt that luxury had compelling LT opportunities in beauty" [X Link](https://x.com/the_gorillagame/status/1979670267111862641) [@the_gorillagame](/creator/x/the_gorillagame) 2025-10-18T22:05Z XXX followers, XXX engagements "L'Oreal said on their call YSL Beauty is now equivalent to YSL Fashion (3bn) which is impressive. From 647m in 2007 that is X% CAGR over XX years. Supports my view that Luxury Beauty brands have a structural advantage from the A&P halo of their fashion parents. I think the XX year licenses for Gucci in particular (reportedly 650m in revenue at Coty) will prove very valuable. Over time beauty sales of luxury fashion brands could account for 1/3rd of L'Oreal revenue assuming Prada Gucci Bottega etc. scale. L'Oreal is the only "big beauty" company I'm bullish on. $OR $OR.FP $KER $KER.FP $COTY" [X Link](https://x.com/the_gorillagame/status/1980777761565479048) [@the_gorillagame](/creator/x/the_gorillagame) 2025-10-21T23:26Z XXX 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.]
The Gorilla Game posts on X about $epam, $or, $acn, $glob the most. They currently have XXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.
Social category influence stocks XXXXX% cryptocurrencies XXXX% technology brands XXXX% finance XXXX% luxury brands XXX% fashion brands XXX%
Social topic influence $epam #13, $or #11, $acn #20, $glob #7, heico #19, deep dive #1009, $hei #21, $heia #2, luxury 5.56%, $dava #1
Top accounts mentioned or mentioned by @wsj @highyieldharry @revcap @tidefallcapital @realdonaldtrump @bobgrayson15 @fabknowledge @lyinted1337 @acquirers_club
Top assets mentioned EPAM Systems, Inc. (EPAM) Osisko Gold Royalties Ltd (OR) Accenture (ACN) GLOBANT S.A. (GLOB) Heima (HEI) HEICO CORP CL A (HEI.A) Cognizant Technology Solutions Corp (CTSH) Elcoin (EL) Ashland Global Holdings Inc. (ASH) COTY INC (COTY) aelf (ELF) Procter & Gamble (PG)
Top posts by engagements in the last XX hours
"Presumably this is a huge benefit to IT-Services companies Labour is stuck in India/China so tech companies will have to increasingly rely on outsourcing for engineering talent via @WSJ $ACN $EPAM $GLOB $DAVA $CTSH"
X Link @the_gorillagame 2025-09-19T21:51Z XXX followers, 1603 engagements
"What do people think is going on with Globant $GLOB $EPAM $REY $REY.IT $REY.MI"
X Link @the_gorillagame 2025-09-20T17:36Z XXX followers, 1205 engagements
"However the opposite ended up happening. The end-customer for IT Services is normally a CTO at some 50+ year old company that does not want to go out and recruit high-end engineers and keep them motivated. Cloud introduced complexity which is why IT Services growth exploded"
X Link @the_gorillagame 2025-09-25T03:33Z XXX followers, 2973 engagements
"We're still early days in AI and arguably middle-innings with cloud. AI has the potential to be the mother of all cycles for IT services players that can add value. $ACN $EPAM $REY"
X Link @the_gorillagame 2025-09-25T03:34Z XXX followers, 2331 engagements
"$ACN's response in Q4 F25. My take is that the heavy users like the big tech companies and mega banks will increasingly explore using nearshore players like $EPAM $GLOB and $DAVA to address the talent gaps"
X Link @the_gorillagame 2025-09-25T22:43Z XXX followers, 2188 engagements
"We know PMAs are cheaper but it is increasingly becoming clear they are better and faster. OEMs have dropped the ball on availability while PMAs from HEICO are readily available. Per recent article in Avistion Maintenance"
X Link @the_gorillagame 2025-10-09T19:07Z XXX followers, XXX engagements
"Checkout my deep dive on $EPAM. EPAM has an underappreciated approach to training hiring and promotion which has created a differentiated culture and "engineering DNA". Shares are cheap even with a conservative view of industry growth"
X Link @the_gorillagame 2025-09-24T05:19Z XXX followers, XXX engagements
"$ACN and $CTSH have 1568 and 2493 H-1B's respectively. Both have shrunk these by XX% since COVID. Assuming they renew 1/6th every year and also grow these visas XX% a year you're looking at a $42m hit (6bps of Revenue) to $ACN and $66m hit (33bps of Revenue) to $CTSH"
X Link @the_gorillagame 2025-09-30T18:39Z XXX followers, XXX engagements
"Check out my deep dive on Croda a business that has enabled the disruption in the beauty industry. $CRDA $CRDA.L $CRDA.LN $EL $OR $OR.FP $ASH"
X Link @the_gorillagame 2025-07-04T19:10Z XXX followers, XXX engagements
"I guess this is why its important that capital allocation is somewhat institutionalized rather than reliant on one or two individuals. With that said $dplm.l has done a good job institutionalizing capital allocation since Johnny took over. Diploma's finance chief steps down over conduct issues Reuters $dplm $dplm.ln"
X Link @the_gorillagame 2025-08-17T03:44Z XXX followers, XXX engagements
"I've decided to remove the paywall on my deep dive on HEICO ( $HEI $HEI.A ) an exceptional business where customers employees and shareholders all win. See below"
X Link @the_gorillagame 2025-09-30T20:31Z XXX followers, XXX engagements
"This video of Shad Rowe was the first time I heard the term better faster cheaper a straight forward and compelling way to analyze a businesses value proposition. In my view $HEI $HEI.A HEICOs PMA business has always been the best Better Faster Cheaper business"
X Link @the_gorillagame 2025-10-09T19:07Z XXX followers, XXX engagements
"I wrote in my primer that traditional beauty like $EL $OR $PG $COTY and $ULVR was facing a structural attack on their moat from celebrity backed beauty brands high-velocity Korean beauty and $ELF as well as traditional luxury brands. They were getting squeezed at the top and bottom of the beauty pyramid"
X Link @the_gorillagame 2025-10-18T22:03Z XXX followers, XXX engagements
"$OR is the only company that has chosen to consistently invest into R&D and marketing and has arguably been able to defend its moat. Acquiring Kering's beauty brands and presumably the rights to further develop Gucci YSL Bottega McQueen Balenciaga Valentino etc. is a significant coup and arguably positions $OR better than almost any company outside of LVMH to attack the top of the beauty pyramid. While details on valuation are not available yet strategically this is a huge win"
X Link @the_gorillagame 2025-10-18T22:08Z XXX followers, XXX engagements
"Sad to see the passing of the legendary Larry Mendelson at $HEI $HEI.A. He exuded integrity in all of his communications. His record speaks for himself. There are reportedly hundreds of factory level workers at HEICO with X figure retirement accounts based on HEICO's extraordinary record"
X Link @the_gorillagame 2025-09-29T15:48Z XXX followers, 3741 engagements
"Interesting news today that Kering is possibly selling its beauty business to L'Oreal $OR $OR.FP. While $MC.FP $KER.FP and $RMS.FP have not historically maximized their beauty revenue I felt that luxury had compelling LT opportunities in beauty"
X Link @the_gorillagame 2025-10-18T22:05Z XXX followers, XXX engagements
"L'Oreal said on their call YSL Beauty is now equivalent to YSL Fashion (3bn) which is impressive. From 647m in 2007 that is X% CAGR over XX years. Supports my view that Luxury Beauty brands have a structural advantage from the A&P halo of their fashion parents. I think the XX year licenses for Gucci in particular (reportedly 650m in revenue at Coty) will prove very valuable. Over time beauty sales of luxury fashion brands could account for 1/3rd of L'Oreal revenue assuming Prada Gucci Bottega etc. scale. L'Oreal is the only "big beauty" company I'm bullish on. $OR $OR.FP $KER $KER.FP $COTY"
X Link @the_gorillagame 2025-10-21T23:26Z XXX followers, XX engagements
/creator/twitter::the_gorillagame