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[@takis2910](/creator/twitter/takis2910)
"Brazil new car sales rose by XX% y/y last month. demand for branded 🚗 fell like a 🧱( $GM -XX% $F fell out of Top20 list as Jaecoo steps in). brands 🔺 but marques more than holding their own as $VOW XX% & $RNO XX% y/y. Good RoW value & poor WH diplomacy (♠♥♣♦)"  
![@takis2910 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2600204171.png) [@takis2910](/creator/x/takis2910) on [X](/post/tweet/1930197661849633172) 2025-06-04 09:39:18 UTC 3834 followers, XXX engagements


"US-based truck makers need higher #steel costs like a hole in head as demand grinds lower. Domestic steel makers may struggle to raise prices by XX% prescribed by tariff to overseas competitors. Tempered🚚 $PCAR $VOLV $NUE $CLF $MT"  
![@takis2910 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2600204171.png) [@takis2910](/creator/x/takis2910) on [X](/post/tweet/1945515171411087824) 2025-07-16 16:05:37 UTC 3835 followers, XXX engagements


"@AahanPrometheus @hsri07 Agreed. No alpha on either top or bottom line. Margin contraction appears to be unwinding but analysts for $DHI in particular were overly conservative imo"  
![@takis2910 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2600204171.png) [@takis2910](/creator/x/takis2910) on [X](/post/tweet/1948435343000101199) 2025-07-24 17:29:20 UTC 3836 followers, XXX engagements


"US soft drink price rises would be enough to drive me to hard liquor. Effervescent inflation🥤 $PEP $KO $MNST"  
![@takis2910 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2600204171.png) [@takis2910](/creator/x/takis2910) on [X](/post/tweet/1945439667295256788) 2025-07-16 11:05:35 UTC 3834 followers, 1572 engagements


"US core CPI just shy of X% consists of X. shelter (44%) and X. EVERYTHING ELSE ex food & energy (56%). One's disinflating (and shud undershoot to make #housing affordable) the other isnt. Market responsible for X. via long end of curve whereas Fed shud b mindful of X. Breakdown"  
![@takis2910 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2600204171.png) [@takis2910](/creator/x/takis2910) on [X](/post/tweet/1946287286691234117) 2025-07-18 19:13:44 UTC 3838 followers, XXX engagements


"Dow Inc organic volumes accelerated in 1Q'25 thanks to operations which rose X% y/y. Before folks start getting all patriotic Asia vols +4% y/y (). Anyhow all this was predictable in monthly #Fed data. En $DOW ed"  
![@takis2910 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2600204171.png) [@takis2910](/creator/x/takis2910) on [X](/post/tweet/1915418695175639213) 2025-04-24 14:52:58 UTC 3834 followers, XXX engagements


"US auto part dealers saw sales growth slow X% y/y in June implies zero real growth. Since Covid 👇likes of $AZO $AAP $ORLY benefited from used 🚗re-rating which encouraged investment but this appears to be waning. Jalopy fatigue"  
![@takis2910 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2600204171.png) [@takis2910](/creator/x/takis2910) on [X](/post/tweet/1945880997293084819) 2025-07-17 16:19:17 UTC 3833 followers, XXX engagements


"Pepsico drink prices rose XXX% y/y in 2Q'25. Pre Covid avg inflation was X% since 2Q'20 =7%. Wait till $PEP charges for HFCS / cane sugar swap.  . as we say in Swahili🤪. Fizz🥤"  
![@takis2910 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2600204171.png) [@takis2910](/creator/x/takis2910) on [X](/post/tweet/1945812910023843932) 2025-07-17 11:48:43 UTC 3836 followers, 1426 engagements


"3M - your quarterly reminder of 🌍 industrial growth origin. Not from any gvt agency but Corp. Consider $MMM organic sales is nominal so (given deflation) real volume growth was +6% in 2Q'25. Mmmm🙉 PS. Sino-US topline gap widened from 260bps to 550bps. Reshoring"  
![@takis2910 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2600204171.png) [@takis2910](/creator/x/takis2910) on [X](/post/tweet/1946201282944925968) 2025-07-18 13:31:59 UTC 3833 followers, XXX engagements


"US industrial chemical inflation reacting higher in February as oil-based costs fall. Should be good for $DOW Inc. margins. enDOWed"  
![@takis2910 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2600204171.png) [@takis2910](/creator/x/takis2910) on [X](/post/tweet/1900239250479538378) 2025-03-13 17:35:16 UTC 3836 followers, XXX engagements


"@EnzoRex1 @DannyDayan5 @AndreasSteno Thx. If you're referring to CarMax they seem to be discounting relative to benchmark to generate 🚗sale but at expense of EBIT margin. Currently X% (normally 6-8%)"  
![@takis2910 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2600204171.png) [@takis2910](/creator/x/takis2910) on [X](/post/tweet/1945523007121764570) 2025-07-16 16:36:45 UTC 3833 followers, XX engagements


"Volkswagen delivered 2.3m 🚗 in 2Q'25 +1.2% y/y despite auto centric #tariffwar. have been firm but cool to see pick-up in (bigger market than ). $VOW BEV growth XX% y/y. VW has devoured $TSLA EU lunch; Now to build on that abroad. Empire (strikes back) #CarWars"  
![@takis2910 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2600204171.png) [@takis2910](/creator/x/takis2910) on [X](/post/tweet/1942880334590206053) 2025-07-09 09:35:43 UTC 3833 followers, 1390 engagements


"US paper inflationary waves continue to propagate. Thank God we've gone paperless - ex wiping your nose & derrire. Papering (over crack) $KMB #Greedflation"  
![@takis2910 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2600204171.png) [@takis2910](/creator/x/takis2910) on [X](/post/tweet/1946925383225360837) 2025-07-20 13:29:18 UTC 3834 followers, XXX engagements


"European new 🚗 sales seem flatish in June but there are huge divergences between automakers. We still wait on & markets but initial data shows $BMW $MBG & $VOW outperform benchmark as indeed does $RNO. $TSLA still looks -XX% as BEV demand grows. Plus a change"  
![@takis2910 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2600204171.png) [@takis2910](/creator/x/takis2910) on [X](/post/tweet/1940333826351489426) 2025-07-02 08:56:48 UTC 3834 followers, XXX engagements


"Athens airport passenger & flight activity re-accelerated end of June and into July (not coming thru' in $AIA semi-annual data👇). Good for specially if u consider recent 🌍 contraction in ✈ activity (see my TL). Greece (is the word) #LiveYourMyth #VisitGreece"  
![@takis2910 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2600204171.png) [@takis2910](/creator/x/takis2910) on [X](/post/tweet/1942161259194921330) 2025-07-07 09:58:22 UTC 3837 followers, XXX engagements


"DR Horton seems to have beaten very weak expectations. $DHI Rent (dont own) #homebuilders"  
![@takis2910 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2600204171.png) [@takis2910](/creator/x/takis2910) on [X](/post/tweet/1947622970802778410) 2025-07-22 11:41:15 UTC 3836 followers, 1398 engagements