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[@TheBenSchmark](/creator/twitter/TheBenSchmark)
"I also $C more upside as Citi becomes a token bank holding. $GLE too"  
![@TheBenSchmark Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1927589978.png) [@TheBenSchmark](/creator/x/TheBenSchmark) on [X](/post/tweet/1945875634917433728) 2025-07-17 15:57:58 UTC 5548 followers, XXX engagements


"Im once again asking cold storage analysts to report supply growth in *cubic feet* given that old facilities used to be XX ft high & new facilities are over XX ft. Total % *volume* of capacity coming online lot higher than suggested. $COLD & $LINE pricing may be pressured"  
![@TheBenSchmark Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1927589978.png) [@TheBenSchmark](/creator/x/TheBenSchmark) on [X](/post/tweet/1943759219561574810) 2025-07-11 19:48:05 UTC 5549 followers, 1033 engagements


"Morgan Stanley expects aggressive China WFE spend into 2025. Key projects (DRAM NAND Hua Hong SMIC) remain the key drivers for investment into 2025. All relevant for $ACMR"  
![@TheBenSchmark Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1927589978.png) [@TheBenSchmark](/creator/x/TheBenSchmark) on [X](/post/tweet/1839651784580596060) 2024-09-27 13:02:19 UTC 5548 followers, 1217 engagements


"Miz on Broadcom $AVGO: Custom ASIC mix ramping fast through 2027 Scale Up deployments tiny now; will be XX% in 2026 XPUs are operating margin & FCF driver as R&D shared with customer $XXX PT"  
![@TheBenSchmark Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1927589978.png) [@TheBenSchmark](/creator/x/TheBenSchmark) on [X](/post/tweet/1945464502981398758) 2025-07-16 12:44:17 UTC 5549 followers, 1096 engagements


"Mizuho: $EQT still offers XX% NAV upside and is one of the go-to stocks for gas exposure. Fundamental upside torque to gas and deleveraging aside EQT should get most of the Gas E&P for datacenter flows given liquidity and story"  
![@TheBenSchmark Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1927589978.png) [@TheBenSchmark](/creator/x/TheBenSchmark) on [X](/post/tweet/1945163340709253375) 2025-07-15 16:47:34 UTC 5549 followers, 1134 engagements


"But also significant torque to EHS for $Z $ZG"  
![@TheBenSchmark Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1927589978.png) [@TheBenSchmark](/creator/x/TheBenSchmark) on [X](/post/tweet/1945198922378485866) 2025-07-15 19:08:57 UTC 5547 followers, XXX engagements


"JPM no longer hot on $COLD and finds Lineage to be below its $LINE Still no explicit mention on oversupply and pricing pressures"  
![@TheBenSchmark Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1927589978.png) [@TheBenSchmark](/creator/x/TheBenSchmark) on [X](/post/tweet/1937614602575003893) 2025-06-24 20:51:35 UTC 5549 followers, 2350 engagements


"Bernstein updates its China domestic substitution numbers 1) while total China WFE may be declining self-sufficiency is accelerating 2) mature-node spend continues & *needs* to stay high $ACMR AMEC & Naura benefit. Latter should buy ACM Shanghai & create WFE platform IMHO"  
![@TheBenSchmark Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1927589978.png) [@TheBenSchmark](/creator/x/TheBenSchmark) on [X](/post/tweet/1890464486097625249) 2025-02-14 18:13:51 UTC 5548 followers, 1658 engagements


"Zillow $Z long on VIC. Outlines multiple reasons to own besides just a bet on Existing Home Sales rebounding"  
![@TheBenSchmark Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1927589978.png) [@TheBenSchmark](/creator/x/TheBenSchmark) on [X](/post/tweet/1945198338829115630) 2025-07-15 19:06:38 UTC 5549 followers, XXX engagements


"Low-cost TiO2 producer & refrigerant manufacturer Chemours $CC being touted as a AI datacenter liquid cooling winner. And the new management team seems to have jumped on this train on the last call as Honeywell plans to spinout the refrigerants business (Soldtice) ❄🧊"  
![@TheBenSchmark Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1927589978.png) [@TheBenSchmark](/creator/x/TheBenSchmark) on [X](/post/tweet/1946213740635914493) 2025-07-18 14:21:29 UTC 5549 followers, XXX engagements


"DB sets a new $LINE for Lineage estimates. Customer de-stocking Pricing pressure in both segments negative impact of tariffs reduced estimates potential further de-rating Perhaps this will lead to investor de-stocking of $LINE & $COLD"  
![@TheBenSchmark Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1927589978.png) [@TheBenSchmark](/creator/x/TheBenSchmark) on [X](/post/tweet/1939656323651469614) 2025-06-30 12:04:39 UTC 5549 followers, 1223 engagements


"Several interested parties wanted to buy TripAdvisor in spring of 2024 despite complex structure at $28-30/share. Now simplified and Viator/The Fork have grown significantly. Free from liberty and now in a post-malone era lets see if they $TRIP up again @maffei_fake"  
![@TheBenSchmark Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1927589978.png) [@TheBenSchmark](/creator/x/TheBenSchmark) on [X](/post/tweet/1945125266608562431) 2025-07-15 14:16:16 UTC 5548 followers, XXX engagements


"Bain Drops Bid to Fully Acquire $SGRY Shoot now asc questions later"  
![@TheBenSchmark Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1927589978.png) [@TheBenSchmark](/creator/x/TheBenSchmark) on [X](/post/tweet/1934988983303565639) 2025-06-17 14:58:18 UTC 5549 followers, 1191 engagements