[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.] [@DJ_EBITDA](/creator/twitter/DJ_EBITDA) "$HG and $AXS show the beauty of investing in insurance stocks. Both had issues with the biz but turned around. Both stocks are unaffected by rotation now probably because of buybacks. Shareholders are protected in tough times. You can be wrong about the business (reserve soft"  [@DJ_EBITDA](/creator/x/DJ_EBITDA) on [X](/post/tweet/1934981903729532968) 2025-06-17 14:30:10 UTC XXX followers, XXX engagements "$8725 goes to the moon Please take $WRB along"  [@DJ_EBITDA](/creator/x/DJ_EBITDA) on [X](/post/tweet/1947840059249725570) 2025-07-23 02:03:53 UTC XXX followers, XXX engagements "June was such a brutal month for insurance but it seems like the worst is over. Even leaders like $BRKB $PGR and $AJG are at 200D. Momo names such as $UVE and $PLMR fared better. WTH lol. Names with massive buyback such as $WRB $AXS $TRV and $HIG held ok too. Buyback rules"  [@DJ_EBITDA](/creator/x/DJ_EBITDA) on [X](/post/tweet/1939791904746713496) 2025-06-30 21:03:24 UTC XXX followers, 1166 engagements "$TRV and $PGR delivered good numbers. Even though the stocks traded like shit for a few months"  [@DJ_EBITDA](/creator/x/DJ_EBITDA) on [X](/post/tweet/1946090872741007478) 2025-07-18 06:13:15 UTC XXX followers, XXX engagements "@DurableCreators Don't forget P&C insurance"  [@DJ_EBITDA](/creator/x/DJ_EBITDA) on [X](/post/tweet/1947171679182164428) 2025-07-21 05:47:59 UTC XXX followers, XXX engagements "@DurableCreators $MCK $COR and $CAH have cornered Pharma distribution. $SYY $USFD and $PFGC own a big chuck of food distribution"  [@DJ_EBITDA](/creator/x/DJ_EBITDA) on [X](/post/tweet/1947172761140666649) 2025-07-21 05:52:17 UTC XXX followers, XXX engagements "@Fond_Investor What Both upside and downside are capped"  [@DJ_EBITDA](/creator/x/DJ_EBITDA) on [X](/post/tweet/1948830670765396005) 2025-07-25 19:40:14 UTC XXX followers, XX engagements "Look what AI could do to fasteners. $FAST no entry point allowed"  [@DJ_EBITDA](/creator/x/DJ_EBITDA) on [X](/post/tweet/1947102297697443958) 2025-07-21 01:12:17 UTC XXX followers, XXX engagements "@Retail_Guru $PM and $KO are the only names that are not total garbage in $XLP land"  [@DJ_EBITDA](/creator/x/DJ_EBITDA) on [X](/post/tweet/1947640810658238771) 2025-07-22 12:52:09 UTC XXX followers, XXX engagements "$HIG is among the most crowded longs and $ALL is among the most crowded shorts I am surprised that $PGR isn't a crowded short at this point"  [@DJ_EBITDA](/creator/x/DJ_EBITDA) on [X](/post/tweet/1944749455598846204) 2025-07-14 13:22:56 UTC XXX followers, XXX engagements "@ActAccordingly Don't worry. It might tank for a while then it will rally back up LMFAO"  [@DJ_EBITDA](/creator/x/DJ_EBITDA) on [X](/post/tweet/1948597720341774581) 2025-07-25 04:14:34 UTC XXX followers, XX engagements "Did $OKTA get hacked again Got random emails from them"  [@DJ_EBITDA](/creator/x/DJ_EBITDA) on [X](/post/tweet/1945848042113909027) 2025-07-17 14:08:20 UTC XXX followers, XXX engagements "Some whale just dropped $4.27mn on short dated $KWEB calls. I guess a deal is coming"  [@DJ_EBITDA](/creator/x/DJ_EBITDA) on [X](/post/tweet/1910777751130542542) 2025-04-11 19:31:31 UTC XXX followers, 4842 engagements "Can't believe $CHYM lags other consumer credit names that are running hot. This stonk has the highest meme potential among all"  [@DJ_EBITDA](/creator/x/DJ_EBITDA) on [X](/post/tweet/1942366649568637416) 2025-07-07 23:34:31 UTC XXX followers, XXX engagements "@ActAccordingly $KNSL is spared from the insurance sell off. Its insane lol"  [@DJ_EBITDA](/creator/x/DJ_EBITDA) on [X](/post/tweet/1945646097617072302) 2025-07-17 00:45:52 UTC XXX followers, XXX engagements "@EvanWhitten10 This analyst has not missed yet. $BHF tanked after he made it a top pick in life. Downgraded $PGR last week then stock rallied. Hope he can keep it up"  [@DJ_EBITDA](/creator/x/DJ_EBITDA) on [X](/post/tweet/1946969281432047794) 2025-07-20 16:23:44 UTC XXX followers, XXX engagements "TACO trade of the week is Brazil through $PBR. 2k 3/26 11P sold today and 14k 9/25 15P sold yesterday"  [@DJ_EBITDA](/creator/x/DJ_EBITDA) on [X](/post/tweet/1945932636431749420) 2025-07-17 19:44:28 UTC XXX followers, XXX engagements "Not many insurers advertise low volatility like $ORI (and $WRB and $IGIC too) in the age of hero ball"  [@DJ_EBITDA](/creator/x/DJ_EBITDA) on [X](/post/tweet/1948371360394379356) 2025-07-24 13:15:05 UTC XXX followers, XXX engagements "$TRV threw the white flag in Canada. No wonder $FFH.TO didn't get sold off"  [@DJ_EBITDA](/creator/x/DJ_EBITDA) on [X](/post/tweet/1946637892123770984) 2025-07-19 18:26:54 UTC XXX followers, XXX engagements "$PARA shareholders took the first episode of the new South Park well"  [@DJ_EBITDA](/creator/x/DJ_EBITDA) on [X](/post/tweet/1948487260359266654) 2025-07-24 20:55:38 UTC XXX followers, XXX engagements "@rogoswami @semafor I hope it's $CP. Some whale sold 10k Sep 75P this week"  [@DJ_EBITDA](/creator/x/DJ_EBITDA) on [X](/post/tweet/1945929461423374553) 2025-07-17 19:31:51 UTC XXX followers, XXX engagements "$ZVIA is $X. Former growth darling that is shrinking (DD growth to LSD decline). Healthy soda has lost shine to "functional" soda such as Poppo and Olipop Company is not profitable due to marketing and G&A expenses. Added new distribution deals with $WMT and $ACI but no results"  [@DJ_EBITDA](/creator/x/DJ_EBITDA) on [X](/post/tweet/1930296264836690166) 2025-06-04 16:11:07 UTC XXX followers, XXX engagements "Sorry I jinxed it. Today is brutal. Even $WRB put out a massive red candle. Large cap insurance names took the heaviest hit. Sell insurance to fund mag X long I guess"  [@DJ_EBITDA](/creator/x/DJ_EBITDA) on [X](/post/tweet/1940418266931060798) 2025-07-02 14:32:20 UTC XXX followers, XXX engagements "@CedarReseach $HIG feels like another example of average insurer but punching above its weight in terms of stock performance due to good capital allocation"  [@DJ_EBITDA](/creator/x/DJ_EBITDA) on [X](/post/tweet/1946736346246385872) 2025-07-20 00:58:08 UTC XXX followers, XX engagements "$CB gave a good overview of how large property works. Seems like pricing is on edge now with excessive capital"  [@DJ_EBITDA](/creator/x/DJ_EBITDA) on [X](/post/tweet/1948054886014497241) 2025-07-23 16:17:32 UTC XXX followers, XXX engagements "This is what you get when you use AI to produce eggs and Bitcoin to manage balance sheet. Just kidding $CALM produces eggs the old fashioned way and doesn't do earnings call"  [@DJ_EBITDA](/creator/x/DJ_EBITDA) on [X](/post/tweet/1948016730636439796) 2025-07-23 13:45:55 UTC XXX followers, XXX engagements "Serious question: is the insurance blood bath over $PGR ended the day green with yet another downgrade. This risk on cycle is probably ending soon. Feels like this is the bottom"  [@DJ_EBITDA](/creator/x/DJ_EBITDA) on [X](/post/tweet/1945982605494526200) 2025-07-17 23:03:02 UTC XXX followers, XXX engagements "$FFH.TO seems to be printing money non stop"  [@DJ_EBITDA](/creator/x/DJ_EBITDA) on [X](/post/tweet/1944453474831442395) 2025-07-13 17:46:49 UTC XXX followers, 1305 engagements "Surprisingly $CB and $KNSL are holding despite shitty pricing trends everywhere in commercial"  [@DJ_EBITDA](/creator/x/DJ_EBITDA) on [X](/post/tweet/1946097625864057215) 2025-07-18 06:40:05 UTC XXX followers, XXX engagements "Looks $TRV and $HIG are AI-powered Insurtech too"  [@DJ_EBITDA](/creator/x/DJ_EBITDA) on [X](/post/tweet/1942355641588474125) 2025-07-07 22:50:46 UTC XXX followers, XXX engagements "$WRB could be relatively more exposed to social inflation per MS"  [@DJ_EBITDA](/creator/x/DJ_EBITDA) on [X](/post/tweet/1942992015370916210) 2025-07-09 16:59:30 UTC XXX followers, XXX engagements "@neilksethi Still $43b market cap. This is a short that you can sleep well at night"  [@DJ_EBITDA](/creator/x/DJ_EBITDA) on [X](/post/tweet/1948834137001148736) 2025-07-25 19:54:00 UTC XXX followers, XX engagements "@CedarReseach @Yep2498 I can feel the meme potential of this one. Can't wait"  [@DJ_EBITDA](/creator/x/DJ_EBITDA) on [X](/post/tweet/1940115069393920434) 2025-07-01 18:27:32 UTC XXX followers, XXX engagements "I am gonna need a scotch after this $KNSL roller coaster is over"  [@DJ_EBITDA](/creator/x/DJ_EBITDA) on [X](/post/tweet/1948774395654406532) 2025-07-25 15:56:37 UTC XXX followers, XXX engagements "@ZaStocks $RDDT is def a 0DTE kinda play in near term. DAY guide is shaky. Sensor Tower numbers move wildly too"  [@DJ_EBITDA](/creator/x/DJ_EBITDA) on [X](/post/tweet/1948774773330509922) 2025-07-25 15:58:07 UTC XXX followers, XXX engagements "$CB things are humming along ex large property. I guess rotation Even $KNSL got nailed today LOL"  [@DJ_EBITDA](/creator/x/DJ_EBITDA) on [X](/post/tweet/1948055518343512478) 2025-07-23 16:20:03 UTC XXX followers, XXX engagements "Title insurance names are getting slaughtered today. $FNF $STC $FAF"  [@DJ_EBITDA](/creator/x/DJ_EBITDA) on [X](/post/tweet/1943309567342907615) 2025-07-10 14:01:20 UTC XXX followers, 1504 engagements "Once the $LNG sports bettings are out this afternoon I am gonna sell 230P expiring this Friday for free money"  [@DJ_EBITDA](/creator/x/DJ_EBITDA) on [X](/post/tweet/1947301912279392316) 2025-07-21 14:25:29 UTC XXX followers, XXX engagements "All fair points. The bear thesis for $PGR has been playing out for a while now"  [@DJ_EBITDA](/creator/x/DJ_EBITDA) on [X](/post/tweet/1942809101874127301) 2025-07-09 04:52:40 UTC XXX followers, 1289 engagements "Adding more $AJG here. It is on track to be the first insurance name to escape rotation"  [@DJ_EBITDA](/creator/x/DJ_EBITDA) on [X](/post/tweet/1937515731299787126) 2025-06-24 14:18:42 UTC XXX followers, XXX engagements "Dear sell side community please stop asking W Berkeley (or the $WRB boys in general) if he is confident about something again. His answer is always the same. If you have not noticed the B in his last name stands for BSD"  [@DJ_EBITDA](/creator/x/DJ_EBITDA) on [X](/post/tweet/1947485636103131140) 2025-07-22 02:35:32 UTC XXX followers, XXX engagements "I think insurance brokers should just jointly create their own accounting standards at this point. There might be 5-6 of them left when humanity reaches singularity anyway. I still like $AJG but holy non-GAAP adjustment"  [@DJ_EBITDA](/creator/x/DJ_EBITDA) on [X](/post/tweet/1947108863540658536) 2025-07-21 01:38:23 UTC XXX followers, XXX engagements "WTF comps accelerated in 2Q Where is my stagflation"  [@DJ_EBITDA](/creator/x/DJ_EBITDA) on [X](/post/tweet/1944964381839942123) 2025-07-15 03:36:58 UTC XXX followers, XXX engagements "$RDDT better not guide a shitty DAU this time after the $OPEN saga"  [@DJ_EBITDA](/creator/x/DJ_EBITDA) on [X](/post/tweet/1947379834633785807) 2025-07-21 19:35:07 UTC XXX followers, XXX engagements "$CB looks like steady as she goes to me. Insurance armageddon has been delayed"  [@DJ_EBITDA](/creator/x/DJ_EBITDA) on [X](/post/tweet/1947791860434669672) 2025-07-22 22:52:22 UTC XXX followers, XXX engagements "Small property isn't as competitive. Maybe $KNSL will get away one more time lol"  [@DJ_EBITDA](/creator/x/DJ_EBITDA) on [X](/post/tweet/1947491347793121416) 2025-07-22 02:58:14 UTC XXX followers, XXX engagements "P&C names I like for this: $PGR $WRB $AXS $ORI Life: $MET $UNM $JXN $LNC"  [@DJ_EBITDA](/creator/x/DJ_EBITDA) on [X](/post/tweet/1941540634432765978) 2025-07-05 16:52:13 UTC XXX followers, XXX engagements "@CedarReseach Just in time for the meme crush then maybe the MGA melt down"  [@DJ_EBITDA](/creator/x/DJ_EBITDA) on [X](/post/tweet/1948394106058854549) 2025-07-24 14:45:28 UTC XXX followers, XXX engagements "@CedarReseach $TRV and $WRB look the best here"  [@DJ_EBITDA](/creator/x/DJ_EBITDA) on [X](/post/tweet/1946819687935070217) 2025-07-20 06:29:18 UTC XXX followers, XX engagements "The analysts mis-modelled the $CALM numbers. There is no way you can miss this much with USDA data points"  [@DJ_EBITDA](/creator/x/DJ_EBITDA) on [X](/post/tweet/1948176277921505761) 2025-07-24 00:19:54 UTC XXX followers, XXX engagements "@ZezimaLincoln I went through the surplus filings of NY FL CA and TX quickly and did not like the short idea as much lol. Consensus seems reasonable given the stock down a bit from $XXX. Kinda a crap shoot here"  [@DJ_EBITDA](/creator/x/DJ_EBITDA) on [X](/post/tweet/1948450176454246421) 2025-07-24 18:28:17 UTC XXX followers, XX engagements "$CPB flow is getting absurd at this point. This has to be some kind of insider trading. Can't add AI to canned soup"  [@DJ_EBITDA](/creator/x/DJ_EBITDA) on [X](/post/tweet/1945928340319436901) 2025-07-17 19:27:24 UTC XXX followers, XXX engagements "Insurance market overview from $MMC. Nothing new here. Rates are softening. Social inflation is here to stay"  [@DJ_EBITDA](/creator/x/DJ_EBITDA) on [X](/post/tweet/1946009273160589383) 2025-07-18 00:49:00 UTC XXX followers, XXX engagements "The $CPB 1400x 7/25 29.5P and 4000x 8/15 30P shorts look suspicious after $KLG acquisition last week"  [@DJ_EBITDA](/creator/x/DJ_EBITDA) on [X](/post/tweet/1944802577658556851) 2025-07-14 16:54:01 UTC XXX followers, XXX engagements "@BucknSF I saw Insight Partners and knew it's gonna be good"  [@DJ_EBITDA](/creator/x/DJ_EBITDA) on [X](/post/tweet/1946030904520175922) 2025-07-18 02:14:57 UTC XXX followers, 1155 engagements "$WRB looks juicy next Monday. Rates slow down narrative and risk on created a nice setup for surprise"  [@DJ_EBITDA](/creator/x/DJ_EBITDA) on [X](/post/tweet/1946205014642638971) 2025-07-18 13:46:48 UTC XXX followers, XXX engagements "$RDDT is hot again. Let's see if management guides shitty DAU again"  [@DJ_EBITDA](/creator/x/DJ_EBITDA) on [X](/post/tweet/1948397479633809583) 2025-07-24 14:58:53 UTC XXX followers, XXX engagements "@CedarReseach Itd be interesting to see which stocks worked and which struggled. Reading $TRV results make me realize that they are a better capital allocator than an insurer. I vaguely remember $WRB stock punched through the soft years post 2008. Should be more"  [@DJ_EBITDA](/creator/x/DJ_EBITDA) on [X](/post/tweet/1946734965468938355) 2025-07-20 00:52:39 UTC XXX followers, XXX engagements "$WRB calls are always insightful: 1)MGAs are running for exits 2) large prop sucks and 3) most MGAs are idiots"  [@DJ_EBITDA](/creator/x/DJ_EBITDA) on [X](/post/tweet/1947488129608462451) 2025-07-22 02:45:27 UTC XXX followers, XXX engagements "Not sure if I am trading a meme coin or an insurance stock"  [@DJ_EBITDA](/creator/x/DJ_EBITDA) on [X](/post/tweet/1948774524834439178) 2025-07-25 15:57:07 UTC 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.]
@DJ_EBITDA
"$HG and $AXS show the beauty of investing in insurance stocks. Both had issues with the biz but turned around. Both stocks are unaffected by rotation now probably because of buybacks. Shareholders are protected in tough times. You can be wrong about the business (reserve soft" @DJ_EBITDA on X 2025-06-17 14:30:10 UTC XXX followers, XXX engagements
"$8725 goes to the moon Please take $WRB along" @DJ_EBITDA on X 2025-07-23 02:03:53 UTC XXX followers, XXX engagements
"June was such a brutal month for insurance but it seems like the worst is over. Even leaders like $BRKB $PGR and $AJG are at 200D. Momo names such as $UVE and $PLMR fared better. WTH lol. Names with massive buyback such as $WRB $AXS $TRV and $HIG held ok too. Buyback rules" @DJ_EBITDA on X 2025-06-30 21:03:24 UTC XXX followers, 1166 engagements
"$TRV and $PGR delivered good numbers. Even though the stocks traded like shit for a few months" @DJ_EBITDA on X 2025-07-18 06:13:15 UTC XXX followers, XXX engagements
"@DurableCreators Don't forget P&C insurance" @DJ_EBITDA on X 2025-07-21 05:47:59 UTC XXX followers, XXX engagements
"@DurableCreators $MCK $COR and $CAH have cornered Pharma distribution. $SYY $USFD and $PFGC own a big chuck of food distribution" @DJ_EBITDA on X 2025-07-21 05:52:17 UTC XXX followers, XXX engagements
"@Fond_Investor What Both upside and downside are capped" @DJ_EBITDA on X 2025-07-25 19:40:14 UTC XXX followers, XX engagements
"Look what AI could do to fasteners. $FAST no entry point allowed" @DJ_EBITDA on X 2025-07-21 01:12:17 UTC XXX followers, XXX engagements
"@Retail_Guru $PM and $KO are the only names that are not total garbage in $XLP land" @DJ_EBITDA on X 2025-07-22 12:52:09 UTC XXX followers, XXX engagements
"$HIG is among the most crowded longs and $ALL is among the most crowded shorts I am surprised that $PGR isn't a crowded short at this point" @DJ_EBITDA on X 2025-07-14 13:22:56 UTC XXX followers, XXX engagements
"@ActAccordingly Don't worry. It might tank for a while then it will rally back up LMFAO" @DJ_EBITDA on X 2025-07-25 04:14:34 UTC XXX followers, XX engagements
"Did $OKTA get hacked again Got random emails from them" @DJ_EBITDA on X 2025-07-17 14:08:20 UTC XXX followers, XXX engagements
"Some whale just dropped $4.27mn on short dated $KWEB calls. I guess a deal is coming" @DJ_EBITDA on X 2025-04-11 19:31:31 UTC XXX followers, 4842 engagements
"Can't believe $CHYM lags other consumer credit names that are running hot. This stonk has the highest meme potential among all" @DJ_EBITDA on X 2025-07-07 23:34:31 UTC XXX followers, XXX engagements
"@ActAccordingly $KNSL is spared from the insurance sell off. Its insane lol" @DJ_EBITDA on X 2025-07-17 00:45:52 UTC XXX followers, XXX engagements
"@EvanWhitten10 This analyst has not missed yet. $BHF tanked after he made it a top pick in life. Downgraded $PGR last week then stock rallied. Hope he can keep it up" @DJ_EBITDA on X 2025-07-20 16:23:44 UTC XXX followers, XXX engagements
"TACO trade of the week is Brazil through $PBR. 2k 3/26 11P sold today and 14k 9/25 15P sold yesterday" @DJ_EBITDA on X 2025-07-17 19:44:28 UTC XXX followers, XXX engagements
"Not many insurers advertise low volatility like $ORI (and $WRB and $IGIC too) in the age of hero ball" @DJ_EBITDA on X 2025-07-24 13:15:05 UTC XXX followers, XXX engagements
"$TRV threw the white flag in Canada. No wonder $FFH.TO didn't get sold off" @DJ_EBITDA on X 2025-07-19 18:26:54 UTC XXX followers, XXX engagements
"$PARA shareholders took the first episode of the new South Park well" @DJ_EBITDA on X 2025-07-24 20:55:38 UTC XXX followers, XXX engagements
"@rogoswami @semafor I hope it's $CP. Some whale sold 10k Sep 75P this week" @DJ_EBITDA on X 2025-07-17 19:31:51 UTC XXX followers, XXX engagements
"$ZVIA is $X. Former growth darling that is shrinking (DD growth to LSD decline). Healthy soda has lost shine to "functional" soda such as Poppo and Olipop Company is not profitable due to marketing and G&A expenses. Added new distribution deals with $WMT and $ACI but no results" @DJ_EBITDA on X 2025-06-04 16:11:07 UTC XXX followers, XXX engagements
"Sorry I jinxed it. Today is brutal. Even $WRB put out a massive red candle. Large cap insurance names took the heaviest hit. Sell insurance to fund mag X long I guess" @DJ_EBITDA on X 2025-07-02 14:32:20 UTC XXX followers, XXX engagements
"@CedarReseach $HIG feels like another example of average insurer but punching above its weight in terms of stock performance due to good capital allocation" @DJ_EBITDA on X 2025-07-20 00:58:08 UTC XXX followers, XX engagements
"$CB gave a good overview of how large property works. Seems like pricing is on edge now with excessive capital" @DJ_EBITDA on X 2025-07-23 16:17:32 UTC XXX followers, XXX engagements
"This is what you get when you use AI to produce eggs and Bitcoin to manage balance sheet. Just kidding $CALM produces eggs the old fashioned way and doesn't do earnings call" @DJ_EBITDA on X 2025-07-23 13:45:55 UTC XXX followers, XXX engagements
"Serious question: is the insurance blood bath over $PGR ended the day green with yet another downgrade. This risk on cycle is probably ending soon. Feels like this is the bottom" @DJ_EBITDA on X 2025-07-17 23:03:02 UTC XXX followers, XXX engagements
"$FFH.TO seems to be printing money non stop" @DJ_EBITDA on X 2025-07-13 17:46:49 UTC XXX followers, 1305 engagements
"Surprisingly $CB and $KNSL are holding despite shitty pricing trends everywhere in commercial" @DJ_EBITDA on X 2025-07-18 06:40:05 UTC XXX followers, XXX engagements
"Looks $TRV and $HIG are AI-powered Insurtech too" @DJ_EBITDA on X 2025-07-07 22:50:46 UTC XXX followers, XXX engagements
"$WRB could be relatively more exposed to social inflation per MS" @DJ_EBITDA on X 2025-07-09 16:59:30 UTC XXX followers, XXX engagements
"@neilksethi Still $43b market cap. This is a short that you can sleep well at night" @DJ_EBITDA on X 2025-07-25 19:54:00 UTC XXX followers, XX engagements
"@CedarReseach @Yep2498 I can feel the meme potential of this one. Can't wait" @DJ_EBITDA on X 2025-07-01 18:27:32 UTC XXX followers, XXX engagements
"I am gonna need a scotch after this $KNSL roller coaster is over" @DJ_EBITDA on X 2025-07-25 15:56:37 UTC XXX followers, XXX engagements
"@ZaStocks $RDDT is def a 0DTE kinda play in near term. DAY guide is shaky. Sensor Tower numbers move wildly too" @DJ_EBITDA on X 2025-07-25 15:58:07 UTC XXX followers, XXX engagements
"$CB things are humming along ex large property. I guess rotation Even $KNSL got nailed today LOL" @DJ_EBITDA on X 2025-07-23 16:20:03 UTC XXX followers, XXX engagements
"Title insurance names are getting slaughtered today. $FNF $STC $FAF" @DJ_EBITDA on X 2025-07-10 14:01:20 UTC XXX followers, 1504 engagements
"Once the $LNG sports bettings are out this afternoon I am gonna sell 230P expiring this Friday for free money" @DJ_EBITDA on X 2025-07-21 14:25:29 UTC XXX followers, XXX engagements
"All fair points. The bear thesis for $PGR has been playing out for a while now" @DJ_EBITDA on X 2025-07-09 04:52:40 UTC XXX followers, 1289 engagements
"Adding more $AJG here. It is on track to be the first insurance name to escape rotation" @DJ_EBITDA on X 2025-06-24 14:18:42 UTC XXX followers, XXX engagements
"Dear sell side community please stop asking W Berkeley (or the $WRB boys in general) if he is confident about something again. His answer is always the same. If you have not noticed the B in his last name stands for BSD" @DJ_EBITDA on X 2025-07-22 02:35:32 UTC XXX followers, XXX engagements
"I think insurance brokers should just jointly create their own accounting standards at this point. There might be 5-6 of them left when humanity reaches singularity anyway. I still like $AJG but holy non-GAAP adjustment" @DJ_EBITDA on X 2025-07-21 01:38:23 UTC XXX followers, XXX engagements
"WTF comps accelerated in 2Q Where is my stagflation" @DJ_EBITDA on X 2025-07-15 03:36:58 UTC XXX followers, XXX engagements
"$RDDT better not guide a shitty DAU this time after the $OPEN saga" @DJ_EBITDA on X 2025-07-21 19:35:07 UTC XXX followers, XXX engagements
"$CB looks like steady as she goes to me. Insurance armageddon has been delayed" @DJ_EBITDA on X 2025-07-22 22:52:22 UTC XXX followers, XXX engagements
"Small property isn't as competitive. Maybe $KNSL will get away one more time lol" @DJ_EBITDA on X 2025-07-22 02:58:14 UTC XXX followers, XXX engagements
"P&C names I like for this: $PGR $WRB $AXS $ORI Life: $MET $UNM $JXN $LNC" @DJ_EBITDA on X 2025-07-05 16:52:13 UTC XXX followers, XXX engagements
"@CedarReseach Just in time for the meme crush then maybe the MGA melt down" @DJ_EBITDA on X 2025-07-24 14:45:28 UTC XXX followers, XXX engagements
"@CedarReseach $TRV and $WRB look the best here" @DJ_EBITDA on X 2025-07-20 06:29:18 UTC XXX followers, XX engagements
"The analysts mis-modelled the $CALM numbers. There is no way you can miss this much with USDA data points" @DJ_EBITDA on X 2025-07-24 00:19:54 UTC XXX followers, XXX engagements
"@ZezimaLincoln I went through the surplus filings of NY FL CA and TX quickly and did not like the short idea as much lol. Consensus seems reasonable given the stock down a bit from $XXX. Kinda a crap shoot here" @DJ_EBITDA on X 2025-07-24 18:28:17 UTC XXX followers, XX engagements
"$CPB flow is getting absurd at this point. This has to be some kind of insider trading. Can't add AI to canned soup" @DJ_EBITDA on X 2025-07-17 19:27:24 UTC XXX followers, XXX engagements
"Insurance market overview from $MMC. Nothing new here. Rates are softening. Social inflation is here to stay" @DJ_EBITDA on X 2025-07-18 00:49:00 UTC XXX followers, XXX engagements
"The $CPB 1400x 7/25 29.5P and 4000x 8/15 30P shorts look suspicious after $KLG acquisition last week" @DJ_EBITDA on X 2025-07-14 16:54:01 UTC XXX followers, XXX engagements
"@BucknSF I saw Insight Partners and knew it's gonna be good" @DJ_EBITDA on X 2025-07-18 02:14:57 UTC XXX followers, 1155 engagements
"$WRB looks juicy next Monday. Rates slow down narrative and risk on created a nice setup for surprise" @DJ_EBITDA on X 2025-07-18 13:46:48 UTC XXX followers, XXX engagements
"$RDDT is hot again. Let's see if management guides shitty DAU again" @DJ_EBITDA on X 2025-07-24 14:58:53 UTC XXX followers, XXX engagements
"@CedarReseach Itd be interesting to see which stocks worked and which struggled. Reading $TRV results make me realize that they are a better capital allocator than an insurer. I vaguely remember $WRB stock punched through the soft years post 2008. Should be more" @DJ_EBITDA on X 2025-07-20 00:52:39 UTC XXX followers, XXX engagements
"$WRB calls are always insightful: 1)MGAs are running for exits 2) large prop sucks and 3) most MGAs are idiots" @DJ_EBITDA on X 2025-07-22 02:45:27 UTC XXX followers, XXX engagements
"Not sure if I am trading a meme coin or an insurance stock" @DJ_EBITDA on X 2025-07-25 15:57:07 UTC XXX followers, XX engagements
/creator/twitter::1409943529778946049/posts