[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.] [@CapitalFang](/creator/twitter/CapitalFang) "$DPZ - SSS show acceleration in Q2. Perhaps stuffed crust driving a ticket lift (popular in my household). When pizza comps accelerate one needs to consider it as a sign of consumer trade down. See what others say over the next few weeks"  [@CapitalFang](/creator/x/CapitalFang) on [X](/post/tweet/1947257865305006350) 2025-07-21 11:30:28 UTC 2055 followers, XXX engagements "@BlackSailsRsch New CEOs typically want to hire their own CFO"  [@CapitalFang](/creator/x/CapitalFang) on [X](/post/tweet/1947693217412964608) 2025-07-22 16:20:24 UTC 2055 followers, XX engagements "$AHT - call it 6m shares o/s. $2.6B in floating rate debt. 100bps in rate cuts saves $26m in interest or $XXXX per share. Stock is $XXXX. See all my previous tweets on net asset value here (multiples of current stock price). Curious to see if RevPAR holds up in Q2. Monty X Life"  [@CapitalFang](/creator/x/CapitalFang) on [X](/post/tweet/1947296624050356317) 2025-07-21 14:04:28 UTC 2055 followers, 1151 engagements "Some Examples: $PRPL -plant consolidation deal with $SGI done gaining share with new product line $SNBR -significant cost cuts of $4ish per share insider buys above $X $RH -biz inflection. investment cycle ending. $WHR -paid to wait. Tariffs may help sales but hurt costs"  [@CapitalFang](/creator/x/CapitalFang) on [X](/post/tweet/1947266613117374884) 2025-07-21 12:05:13 UTC 2055 followers, 4984 engagements "@galyoncap If i was going to do a second post $SGI would certainly be on there along with other less controversial names like $WSM that will see significant operating leverage and are closer to XX week highs than lows"  [@CapitalFang](/creator/x/CapitalFang) on [X](/post/tweet/1947280804184248785) 2025-07-21 13:01:37 UTC 2052 followers, XX engagements "Well. X. Didn't back off this call - stayed hedged with index puts. Took advantage of lower volatility to add more puts. X. Trade policy IS getting real f'ing crazy after the tax bill passed. No point in negotiating anymore imo. X. Watch bond yields/dollar/gold/crypto/claims"  [@CapitalFang](/creator/x/CapitalFang) on [X](/post/tweet/1944041570224734571) 2025-07-12 14:30:03 UTC 2052 followers, 1033 engagements "$GM (no position) - tariffs a significant hit to EBIT margins which will surely result in lower corporate income taxes. On balance paying more to the US government at the moment. Curious to see how this plays out over time. Impossible to predict"  [@CapitalFang](/creator/x/CapitalFang) on [X](/post/tweet/1947612685203276217) 2025-07-22 11:00:23 UTC 2055 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.]
@CapitalFang
"$DPZ - SSS show acceleration in Q2. Perhaps stuffed crust driving a ticket lift (popular in my household). When pizza comps accelerate one needs to consider it as a sign of consumer trade down. See what others say over the next few weeks"
@CapitalFang on X 2025-07-21 11:30:28 UTC 2055 followers, XXX engagements
"@BlackSailsRsch New CEOs typically want to hire their own CFO" @CapitalFang on X 2025-07-22 16:20:24 UTC 2055 followers, XX engagements
"$AHT - call it 6m shares o/s. $2.6B in floating rate debt. 100bps in rate cuts saves $26m in interest or $XXXX per share. Stock is $XXXX. See all my previous tweets on net asset value here (multiples of current stock price). Curious to see if RevPAR holds up in Q2. Monty X Life" @CapitalFang on X 2025-07-21 14:04:28 UTC 2055 followers, 1151 engagements
"Some Examples: $PRPL -plant consolidation deal with $SGI done gaining share with new product line $SNBR -significant cost cuts of $4ish per share insider buys above $X $RH -biz inflection. investment cycle ending. $WHR -paid to wait. Tariffs may help sales but hurt costs" @CapitalFang on X 2025-07-21 12:05:13 UTC 2055 followers, 4984 engagements
"@galyoncap If i was going to do a second post $SGI would certainly be on there along with other less controversial names like $WSM that will see significant operating leverage and are closer to XX week highs than lows" @CapitalFang on X 2025-07-21 13:01:37 UTC 2052 followers, XX engagements
"Well. X. Didn't back off this call - stayed hedged with index puts. Took advantage of lower volatility to add more puts. X. Trade policy IS getting real f'ing crazy after the tax bill passed. No point in negotiating anymore imo. X. Watch bond yields/dollar/gold/crypto/claims" @CapitalFang on X 2025-07-12 14:30:03 UTC 2052 followers, 1033 engagements
"$GM (no position) - tariffs a significant hit to EBIT margins which will surely result in lower corporate income taxes. On balance paying more to the US government at the moment. Curious to see how this plays out over time. Impossible to predict" @CapitalFang on X 2025-07-22 11:00:23 UTC 2055 followers, XXX engagements