[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.] [@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](/creator/x/takis2910) on [X](/post/tweet/1930197661849633172) 2025-06-04 09:39:18 UTC 3836 followers, XXX engagements "US staple prices still rising above pre #Covid rates. $K $KMB $PG $KO $PEP $TSN $KFT $CL combined #inflation through 1Q'25 is XXX% vs 2017-2019 of 2.0%. Very little to do with tariffs btw. #Greedflation PS. Love fact $ADM (grain supplier) and $AMD (chips maker) report same day"  [@takis2910](/creator/x/takis2910) on [X](/post/tweet/1919762005398831213) 2025-05-06 14:31:44 UTC 3836 followers, 1162 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](/creator/x/takis2910) on [X](/post/tweet/1945515171411087824) 2025-07-16 16:05:37 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](/creator/x/takis2910) on [X](/post/tweet/1945439667295256788) 2025-07-16 11:05:35 UTC 3836 followers, 1559 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](/creator/x/takis2910) on [X](/post/tweet/1945880997293084819) 2025-07-17 16:19:17 UTC 3836 followers, XXX 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](/creator/x/takis2910) on [X](/post/tweet/1946201282944925968) 2025-07-18 13:31:59 UTC 3836 followers, XXX engagements "US new 🚗 prices rose XXX% m/m or XXX% y/y in June according to Kelley 📘. We know unit sales -XXX% y/y so one can say its a stagflationary enviro. Upside impetus for CPI tom. Market leader $GM leading inflationary increases (with $VOW). Triumph (Stag)"  [@takis2910](/creator/x/takis2910) on [X](/post/tweet/1944812125613879785) 2025-07-14 17:31:58 UTC 3836 followers, XXX 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](/creator/x/takis2910) on [X](/post/tweet/1942880334590206053) 2025-07-09 09:35:43 UTC 3836 followers, 1346 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](/creator/x/takis2910) on [X](/post/tweet/1946925383225360837) 2025-07-20 13:29:18 UTC 3836 followers, XXX engagements "German 🚗 output rose XX% y/y in May (suspect June slowdown yet +ve y/y). $VOW is largest automaker in (eight of XX plants) will be interesting to see their 2Q production figs as indeed $BMW & $MBG. Das Auto (German boost👇)"  [@takis2910](/creator/x/takis2910) on [X](/post/tweet/1942204607884648608) 2025-07-07 12:50:37 UTC 3836 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](/creator/x/takis2910) on [X](/post/tweet/1940333826351489426) 2025-07-02 08:56:48 UTC 3836 followers, XXX engagements "Nestl beat analysts 1Q'25 topline 🎯 by new inflationary cycle (+2.1% y/y). Vols still rise by XXX% y/y. Any company that raises price of water (Perrier Vittel San Pellegrino) by XXX% ethically suspect but economically sound in my book. Dfense $NESN"  [@takis2910](/creator/x/takis2910) on [X](/post/tweet/1915345868351250729) 2025-04-24 10:03:35 UTC 3836 followers, 1200 engagements "German premium automakers 🌍BEV sales surpass Tesla's for 2nd straight quarter. If 🚗 are a "vehicle" to sell AI technology then $VOW $BMW & $MBG have wider platform than $TSLA. Vorsprung durch technik"  [@takis2910](/creator/x/takis2910) on [X](/post/tweet/1943293885796499913) 2025-07-10 12:59:01 UTC 3836 followers, XXX engagements "Nestl pushing through higher food prices without volume degradation. Bon appetit 😋 $NESN"  [@takis2910](/creator/x/takis2910) on [X](/post/tweet/1942260278759981461) 2025-07-07 16:31:50 UTC 3836 followers, 1736 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.]
@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 on X 2025-06-04 09:39:18 UTC 3836 followers, XXX engagements
"US staple prices still rising above pre #Covid rates. $K $KMB $PG $KO $PEP $TSN $KFT $CL combined #inflation through 1Q'25 is XXX% vs 2017-2019 of 2.0%. Very little to do with tariffs btw. #Greedflation PS. Love fact $ADM (grain supplier) and $AMD (chips maker) report same day" @takis2910 on X 2025-05-06 14:31:44 UTC 3836 followers, 1162 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 on X 2025-07-16 16:05:37 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 on X 2025-07-16 11:05:35 UTC 3836 followers, 1559 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 on X 2025-07-17 16:19:17 UTC 3836 followers, XXX 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 on X 2025-07-18 13:31:59 UTC 3836 followers, XXX engagements
"US new 🚗 prices rose XXX% m/m or XXX% y/y in June according to Kelley 📘. We know unit sales -XXX% y/y so one can say its a stagflationary enviro. Upside impetus for CPI tom. Market leader $GM leading inflationary increases (with $VOW). Triumph (Stag)" @takis2910 on X 2025-07-14 17:31:58 UTC 3836 followers, XXX 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 on X 2025-07-09 09:35:43 UTC 3836 followers, 1346 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 on X 2025-07-20 13:29:18 UTC 3836 followers, XXX engagements
"German 🚗 output rose XX% y/y in May (suspect June slowdown yet +ve y/y). $VOW is largest automaker in (eight of XX plants) will be interesting to see their 2Q production figs as indeed $BMW & $MBG. Das Auto (German boost👇)" @takis2910 on X 2025-07-07 12:50:37 UTC 3836 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 on X 2025-07-02 08:56:48 UTC 3836 followers, XXX engagements
"Nestl beat analysts 1Q'25 topline 🎯 by new inflationary cycle (+2.1% y/y). Vols still rise by XXX% y/y. Any company that raises price of water (Perrier Vittel San Pellegrino) by XXX% ethically suspect but economically sound in my book. Dfense $NESN" @takis2910 on X 2025-04-24 10:03:35 UTC 3836 followers, 1200 engagements
"German premium automakers 🌍BEV sales surpass Tesla's for 2nd straight quarter. If 🚗 are a "vehicle" to sell AI technology then $VOW $BMW & $MBG have wider platform than $TSLA. Vorsprung durch technik" @takis2910 on X 2025-07-10 12:59:01 UTC 3836 followers, XXX engagements
"Nestl pushing through higher food prices without volume degradation. Bon appetit 😋 $NESN" @takis2910 on X 2025-07-07 16:31:50 UTC 3836 followers, 1736 engagements