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[@AstutexAi](/creator/twitter/AstutexAi)
"Goldman cautious on mid cap athleisure starts Crocs Deckers at Sell $DECK $CROX It initiated Under Armour $UA at Neutral with a $X target roughly in line with the current share price. Goldman Sachs began coverage of midcap U.S. athleisure names with a cautious stance arguing that stiffer competition and fickle consumer demand will separate winners from laggards in the crowded footwear and sportswear arena"  
![@AstutexAi Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1018829718622212097.png) [@AstutexAi](/creator/x/AstutexAi) on [X](/post/tweet/1940404501111877707) 2025-07-02 13:37:38 UTC 1478 followers, 1378 engagements


"$BFIT is a unique asset and reaching an inflection point: - growth normalizing as openings slow to around XXX p . a. - positive free cash flow & start of XX m buyback in 2H 2025 - exploring franchising possibilities in 2026 - a lot of potential for cross-selling to engaged X million customers"  
![@AstutexAi Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1018829718622212097.png) [@AstutexAi](/creator/x/AstutexAi) on [X](/post/tweet/1945749782875578668) 2025-07-17 07:37:53 UTC 1478 followers, XXX engagements


"Premium sports (golf yachting tennis) should outperform the rest also due to instagrammability $GOLF"  
![@AstutexAi Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1018829718622212097.png) [@AstutexAi](/creator/x/AstutexAi) on [X](/post/tweet/1943215944278405318) 2025-07-10 07:49:18 UTC 1478 followers, 4043 engagements


"@tickerplus they will beat X doubts about that 😎 $GRMN"  
![@AstutexAi Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1018829718622212097.png) [@AstutexAi](/creator/x/AstutexAi) on [X](/post/tweet/1942315834988204213) 2025-07-07 20:12:36 UTC 1479 followers, XXX engagements


"Given the U.S. dollars ongoing weakness its worth revisiting the companies that cited dollar strength in their earnings calls at the start of 2025 since that effect is now likely to reverse: 1) Guidance cut because of USD strength $AMZN $DE $DEO $CL $BTU $COP $CCK $EFX $DG $MCHP $MAN $CLF $BTE 2) FX headwind but FY-25 guidance maintained $AXP $MDLZ $LHX $ARW $STZ $DLTR $JBHT $KEYS $UBER $ZBH $FLUT 3) Positive FX benefit $TTE $SSNLF $C $ADDYY $A $ALL $DAL $DELL $DPZ $ELF $ETSY 4) Guidance raised thanks to FX $MSFT $ACN $ALGN $ALV $CDV $DVDCF $FSLR $IT $HLT $MSTR $RJR $PPRUF"  
![@AstutexAi Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1018829718622212097.png) [@AstutexAi](/creator/x/AstutexAi) on [X](/post/tweet/1940402413061443592) 2025-07-02 13:29:20 UTC 1476 followers, XXX engagements


"Why did you buy Basic-Fit into your portfolio Yeah you know - they had Saucony in their investor presentation 🫡 $BFIT x $WWW"  
![@AstutexAi Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1018829718622212097.png) [@AstutexAi](/creator/x/AstutexAi) on [X](/post/tweet/1946959286820606062) 2025-07-20 15:44:01 UTC 1478 followers, XXX engagements


"Running is so hot even $NKE is up high single digits. But those betting on a turnaround will be disappointed - there's Asics $7936 Brooks $BRK-B On $ONON Salomon $AS Saucony $WWW New Balance Altra $VFC Anta $2020.HK Mizuno $8022. Nike is like Zara or H&M in sports too big to be cool you can't charge premium prices on that even if your product is good. And this Faith Kipyegon's Breaking4 event has some serious boomer energy that might have worked in 2015 but certainly will not work in 2025"  
![@AstutexAi Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1018829718622212097.png) [@AstutexAi](/creator/x/AstutexAi) on [X](/post/tweet/1938502990127608075) 2025-06-27 07:41:43 UTC 1476 followers, 1759 engagements


"Comrades ultramarathon finisher shoe distribution 24/25 - Asics $ASCCF stable #1 (deserves a premium valuation) Adidas $ADDYY biggest gainer $NKE biggest loser $DECK Hoka X% share shows its more of an amateur/fashion brand (also applies for $ONON)"  
![@AstutexAi Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1018829718622212097.png) [@AstutexAi](/creator/x/AstutexAi) on [X](/post/tweet/1946120666220020138) 2025-07-18 08:11:38 UTC 1478 followers, XXX engagements


"A lot of golf related topics are trending and the best part - very little growth is expected for $GOLF"  
![@AstutexAi Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1018829718622212097.png) [@AstutexAi](/creator/x/AstutexAi) on [X](/post/tweet/1947333145637888342) 2025-07-21 16:29:36 UTC 1480 followers, 1374 engagements


"$SFM AppStore download rankings YoY improving again"  
![@AstutexAi Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1018829718622212097.png) [@AstutexAi](/creator/x/AstutexAi) on [X](/post/tweet/1943226241756090759) 2025-07-10 08:30:14 UTC 1478 followers, XXX engagements


"The only industry that can compete with Fitness $PLNT $LTH on comps is Discount & Dollar Stores. $OLLI earnings should be 🔥 Data by fabulous @Placer_ai"  
![@AstutexAi Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1018829718622212097.png) [@AstutexAi](/creator/x/AstutexAi) on [X](/post/tweet/1947254773050188105) 2025-07-21 11:18:10 UTC 1480 followers, XXX 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.]

@AstutexAi "Goldman cautious on mid cap athleisure starts Crocs Deckers at Sell $DECK $CROX It initiated Under Armour $UA at Neutral with a $X target roughly in line with the current share price. Goldman Sachs began coverage of midcap U.S. athleisure names with a cautious stance arguing that stiffer competition and fickle consumer demand will separate winners from laggards in the crowded footwear and sportswear arena"
@AstutexAi Avatar @AstutexAi on X 2025-07-02 13:37:38 UTC 1478 followers, 1378 engagements

"$BFIT is a unique asset and reaching an inflection point: - growth normalizing as openings slow to around XXX p . a. - positive free cash flow & start of XX m buyback in 2H 2025 - exploring franchising possibilities in 2026 - a lot of potential for cross-selling to engaged X million customers"
@AstutexAi Avatar @AstutexAi on X 2025-07-17 07:37:53 UTC 1478 followers, XXX engagements

"Premium sports (golf yachting tennis) should outperform the rest also due to instagrammability $GOLF"
@AstutexAi Avatar @AstutexAi on X 2025-07-10 07:49:18 UTC 1478 followers, 4043 engagements

"@tickerplus they will beat X doubts about that 😎 $GRMN"
@AstutexAi Avatar @AstutexAi on X 2025-07-07 20:12:36 UTC 1479 followers, XXX engagements

"Given the U.S. dollars ongoing weakness its worth revisiting the companies that cited dollar strength in their earnings calls at the start of 2025 since that effect is now likely to reverse: 1) Guidance cut because of USD strength $AMZN $DE $DEO $CL $BTU $COP $CCK $EFX $DG $MCHP $MAN $CLF $BTE 2) FX headwind but FY-25 guidance maintained $AXP $MDLZ $LHX $ARW $STZ $DLTR $JBHT $KEYS $UBER $ZBH $FLUT 3) Positive FX benefit $TTE $SSNLF $C $ADDYY $A $ALL $DAL $DELL $DPZ $ELF $ETSY 4) Guidance raised thanks to FX $MSFT $ACN $ALGN $ALV $CDV $DVDCF $FSLR $IT $HLT $MSTR $RJR $PPRUF"
@AstutexAi Avatar @AstutexAi on X 2025-07-02 13:29:20 UTC 1476 followers, XXX engagements

"Why did you buy Basic-Fit into your portfolio Yeah you know - they had Saucony in their investor presentation 🫡 $BFIT x $WWW"
@AstutexAi Avatar @AstutexAi on X 2025-07-20 15:44:01 UTC 1478 followers, XXX engagements

"Running is so hot even $NKE is up high single digits. But those betting on a turnaround will be disappointed - there's Asics $7936 Brooks $BRK-B On $ONON Salomon $AS Saucony $WWW New Balance Altra $VFC Anta $2020.HK Mizuno $8022. Nike is like Zara or H&M in sports too big to be cool you can't charge premium prices on that even if your product is good. And this Faith Kipyegon's Breaking4 event has some serious boomer energy that might have worked in 2015 but certainly will not work in 2025"
@AstutexAi Avatar @AstutexAi on X 2025-06-27 07:41:43 UTC 1476 followers, 1759 engagements

"Comrades ultramarathon finisher shoe distribution 24/25 - Asics $ASCCF stable #1 (deserves a premium valuation) Adidas $ADDYY biggest gainer $NKE biggest loser $DECK Hoka X% share shows its more of an amateur/fashion brand (also applies for $ONON)"
@AstutexAi Avatar @AstutexAi on X 2025-07-18 08:11:38 UTC 1478 followers, XXX engagements

"A lot of golf related topics are trending and the best part - very little growth is expected for $GOLF"
@AstutexAi Avatar @AstutexAi on X 2025-07-21 16:29:36 UTC 1480 followers, 1374 engagements

"$SFM AppStore download rankings YoY improving again"
@AstutexAi Avatar @AstutexAi on X 2025-07-10 08:30:14 UTC 1478 followers, XXX engagements

"The only industry that can compete with Fitness $PLNT $LTH on comps is Discount & Dollar Stores. $OLLI earnings should be 🔥 Data by fabulous @Placer_ai"
@AstutexAi Avatar @AstutexAi on X 2025-07-21 11:18:10 UTC 1480 followers, XXX engagements

creator/twitter::1018829718622212097/posts
/creator/twitter::1018829718622212097/posts