[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.] [@ActAccordingly](/creator/twitter/ActAccordingly) "Phenomenal call on $HELE by @AlderLaneEggs. It all seems easy in retrospect. Truth be told relative to other great shorts this one did NOT have many violent rallies (50%+) against trend. It was a set it and forget it. Personally I'm more interested in the WEAK comments on hyrdroflask sales and the implications for $YETI. Every time I walk into a $DKS location the problem is staring at me in bright bold colors (and $XX dog bowls)"  [@ActAccordingly](/creator/x/ActAccordingly) on [X](/post/tweet/1943282042894000298) 2025-07-10 12:11:58 UTC 21.9K followers, 15.1K engagements "Not a word on my feed about the action in $CALM. They beat yesterday the stock gapped higher (+14%) and was down (-11%) today. This is a tough biz"  [@ActAccordingly](/creator/x/ActAccordingly) on [X](/post/tweet/1948473864637612372) 2025-07-24 20:02:24 UTC 21.9K followers, 3260 engagements "Solid print from microcap furniture manufacturer $BSET a debt free company generating positive FCF in a furniture market that increasingly looks like it's reached a trough and is now growing modestly. $BSET has a XXX% dividend yield and a surprisingly good history of increasing dividends over time. The stock's trading around 2.5x prior peak EBITDA"  [@ActAccordingly](/creator/x/ActAccordingly) on [X](/post/tweet/1943284627986092367) 2025-07-10 12:22:14 UTC 21.9K followers, 2282 engagements "Anyone that read our "SAF Surveys" for May and June is not surprised in the least that $WGO lowered full year guidance today. Let's see how mgmt talks about 2026 model year pricing which is a major tension point with dealers. $THO $LCII $PATK $CWH"  [@ActAccordingly](/creator/x/ActAccordingly) on [X](/post/tweet/1937854739540046317) 2025-06-25 12:45:48 UTC 21.9K followers, 1918 engagements "@BrokenMoats I really don't know what $AFL is playing for here. They're not stupid they can see what's happening but we live in an era where those employing greater fool theory aggressively reap the biggest rewards so I guess you just roll them bones. $TRUP"  [@ActAccordingly](/creator/x/ActAccordingly) on [X](/post/tweet/1947741993217487296) 2025-07-22 19:34:13 UTC 21.9K followers, XXX engagements "If the powers that be at $UNP and more importantly their advisors think that they can get approval to acquire $NSC what does that tell you about the M&A we're about to see across all of corporate America As the guys @StrategasRP so adroitly stated on the @EismanPlaybook this past week the price action in $LAZ $MC $EVR etc. are telling us we're about to see a massive M&A and IPO cycle. Merger Mondays are coming back in an enormous way IMO (I previously said post labor day but maybe sooner)"  [@ActAccordingly](/creator/x/ActAccordingly) on [X](/post/tweet/1945957955649798223) 2025-07-17 21:25:05 UTC 21.9K followers, 2208 engagements "5% GWP growth for $KNSL that's quite a multiple for a business that's growing at the same rate as something like $AIG. Once again favorable development from prior accident years saved EPS (EXCLUSIONS). Will this stock finally re-rate It's definitely not what people think it is"  [@ActAccordingly](/creator/x/ActAccordingly) on [X](/post/tweet/1948480392970858879) 2025-07-24 20:28:21 UTC 21.9K followers, 5991 engagements "I'm looking at the homes for sale at $650K in Stuart FL. I could be missing your mother in-laws home. One was purchased for $135K in 1998 which suggests selling at $650K would be a XXX% CAGR over XX years. The other property was purchased for $275K in 2017. If sold at ask (which it won't) would represent an XXXX% CAGR over X years. That doesn't sound brutal. Yes there are a lot of listings but people have to be realistic about value creation around residential real estate particularly in FL where things got overheated overbuilt post COVID19"  [@ActAccordingly](/creator/x/ActAccordingly) on [X](/post/tweet/1945163846617882794) 2025-07-15 16:49:35 UTC 21.9K followers, XXX engagements "Sentiment check for small caps and the $RUT. XX% of people think we'll never see 2400+ in the $RUT again"  [@ActAccordingly](/creator/x/ActAccordingly) on [X](/post/tweet/1947741232945316014) 2025-07-22 19:31:11 UTC 21.9K followers, 2999 engagements "If you're interested in learning more how 100+ small/medium sized businesses (SMBs) are using AI to enhance efficiency improve marketing and streamline their operations check out the report below. $GOOG $MSFT $META $ORCL #openai #chatgpt #gemini #grok #perplexity #claude #anthropic @GavinSBaker"  [@ActAccordingly](/creator/x/ActAccordingly) on [X](/post/tweet/1948697390384329088) 2025-07-25 10:50:37 UTC 21.9K followers, 10.9K engagements "I'm not too big on broader market predictions but I think we'll see a massive increase in PE activity and M&A deals post labor day this year. I think merger Monday will be back in a huge way come Sept/Oct. I know not the boldest of predictions. $APO $KKR $BX"  [@ActAccordingly](/creator/x/ActAccordingly) on [X](/post/tweet/1940124045602668615) 2025-07-01 19:03:12 UTC 21.9K followers, 1926 engagements "Just doing some weekend reading on @Lynq_Network and the partnership between @tassatgroup Arca and @tzero. This platform in the #stablecoin space deserves more attention IMO given the size of the players involved in crypto FalconX Fireworks etc) as well as traditional players like US Bank. The product market fit is there. Key players are involved. Can they execute from here and get widespread adoption It could get really interesting $BYON"  [@ActAccordingly](/creator/x/ActAccordingly) on [X](/post/tweet/1939064579037741538) 2025-06-28 20:53:16 UTC 21.9K followers, 5274 engagements "Something small that probably warrants more attention. Two small bank acquisitions were announced today. 1) $PB will acquire American Bank for $321MM 2) $BFC will purchase Centre X Banc for $174MM I'm pretty bullish on M&A particularly in the banking vertical given the current regulatory framework (or lack of) and the increasing pressure to compete with private lenders $KRE"  [@ActAccordingly](/creator/x/ActAccordingly) on [X](/post/tweet/1946222088596926861) 2025-07-18 14:54:39 UTC 21.9K followers, 2135 engagements "Merger Monday's are coming back in a big way"  [@ActAccordingly](/creator/x/ActAccordingly) on [X](/post/tweet/1947988221142368367) 2025-07-23 11:52:38 UTC 21.9K followers, 2823 engagements "Not much is being said about the progress at #lynq in the context of @tzero and $BYON at a time when attention to #stablecoins is at an all time high. #FalconX is now a #Lynq launch partner and is one of the largest digital asset prime brokerages with $1.5T in transaction volume in 2024. Momentum for Lynq continues to build quickly"  [@ActAccordingly](/creator/x/ActAccordingly) on [X](/post/tweet/1937521925749694895) 2025-06-24 14:43:19 UTC 21.9K followers, 21.5K 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.]
@ActAccordingly
"Phenomenal call on $HELE by @AlderLaneEggs. It all seems easy in retrospect. Truth be told relative to other great shorts this one did NOT have many violent rallies (50%+) against trend. It was a set it and forget it. Personally I'm more interested in the WEAK comments on hyrdroflask sales and the implications for $YETI. Every time I walk into a $DKS location the problem is staring at me in bright bold colors (and $XX dog bowls)"
@ActAccordingly on X 2025-07-10 12:11:58 UTC 21.9K followers, 15.1K engagements
"Not a word on my feed about the action in $CALM. They beat yesterday the stock gapped higher (+14%) and was down (-11%) today. This is a tough biz" @ActAccordingly on X 2025-07-24 20:02:24 UTC 21.9K followers, 3260 engagements
"Solid print from microcap furniture manufacturer $BSET a debt free company generating positive FCF in a furniture market that increasingly looks like it's reached a trough and is now growing modestly. $BSET has a XXX% dividend yield and a surprisingly good history of increasing dividends over time. The stock's trading around 2.5x prior peak EBITDA" @ActAccordingly on X 2025-07-10 12:22:14 UTC 21.9K followers, 2282 engagements
"Anyone that read our "SAF Surveys" for May and June is not surprised in the least that $WGO lowered full year guidance today. Let's see how mgmt talks about 2026 model year pricing which is a major tension point with dealers. $THO $LCII $PATK $CWH" @ActAccordingly on X 2025-06-25 12:45:48 UTC 21.9K followers, 1918 engagements
"@BrokenMoats I really don't know what $AFL is playing for here. They're not stupid they can see what's happening but we live in an era where those employing greater fool theory aggressively reap the biggest rewards so I guess you just roll them bones. $TRUP" @ActAccordingly on X 2025-07-22 19:34:13 UTC 21.9K followers, XXX engagements
"If the powers that be at $UNP and more importantly their advisors think that they can get approval to acquire $NSC what does that tell you about the M&A we're about to see across all of corporate America As the guys @StrategasRP so adroitly stated on the @EismanPlaybook this past week the price action in $LAZ $MC $EVR etc. are telling us we're about to see a massive M&A and IPO cycle. Merger Mondays are coming back in an enormous way IMO (I previously said post labor day but maybe sooner)" @ActAccordingly on X 2025-07-17 21:25:05 UTC 21.9K followers, 2208 engagements
"5% GWP growth for $KNSL that's quite a multiple for a business that's growing at the same rate as something like $AIG. Once again favorable development from prior accident years saved EPS (EXCLUSIONS). Will this stock finally re-rate It's definitely not what people think it is" @ActAccordingly on X 2025-07-24 20:28:21 UTC 21.9K followers, 5991 engagements
"I'm looking at the homes for sale at $650K in Stuart FL. I could be missing your mother in-laws home. One was purchased for $135K in 1998 which suggests selling at $650K would be a XXX% CAGR over XX years. The other property was purchased for $275K in 2017. If sold at ask (which it won't) would represent an XXXX% CAGR over X years. That doesn't sound brutal. Yes there are a lot of listings but people have to be realistic about value creation around residential real estate particularly in FL where things got overheated overbuilt post COVID19" @ActAccordingly on X 2025-07-15 16:49:35 UTC 21.9K followers, XXX engagements
"Sentiment check for small caps and the $RUT. XX% of people think we'll never see 2400+ in the $RUT again" @ActAccordingly on X 2025-07-22 19:31:11 UTC 21.9K followers, 2999 engagements
"If you're interested in learning more how 100+ small/medium sized businesses (SMBs) are using AI to enhance efficiency improve marketing and streamline their operations check out the report below. $GOOG $MSFT $META $ORCL #openai #chatgpt #gemini #grok #perplexity #claude #anthropic @GavinSBaker" @ActAccordingly on X 2025-07-25 10:50:37 UTC 21.9K followers, 10.9K engagements
"I'm not too big on broader market predictions but I think we'll see a massive increase in PE activity and M&A deals post labor day this year. I think merger Monday will be back in a huge way come Sept/Oct. I know not the boldest of predictions. $APO $KKR $BX" @ActAccordingly on X 2025-07-01 19:03:12 UTC 21.9K followers, 1926 engagements
"Just doing some weekend reading on @Lynq_Network and the partnership between @tassatgroup Arca and @tzero. This platform in the #stablecoin space deserves more attention IMO given the size of the players involved in crypto FalconX Fireworks etc) as well as traditional players like US Bank. The product market fit is there. Key players are involved. Can they execute from here and get widespread adoption It could get really interesting $BYON" @ActAccordingly on X 2025-06-28 20:53:16 UTC 21.9K followers, 5274 engagements
"Something small that probably warrants more attention. Two small bank acquisitions were announced today. 1) $PB will acquire American Bank for $321MM 2) $BFC will purchase Centre X Banc for $174MM I'm pretty bullish on M&A particularly in the banking vertical given the current regulatory framework (or lack of) and the increasing pressure to compete with private lenders $KRE" @ActAccordingly on X 2025-07-18 14:54:39 UTC 21.9K followers, 2135 engagements
"Merger Monday's are coming back in a big way" @ActAccordingly on X 2025-07-23 11:52:38 UTC 21.9K followers, 2823 engagements
"Not much is being said about the progress at #lynq in the context of @tzero and $BYON at a time when attention to #stablecoins is at an all time high. #FalconX is now a #Lynq launch partner and is one of the largest digital asset prime brokerages with $1.5T in transaction volume in 2024. Momentum for Lynq continues to build quickly" @ActAccordingly on X 2025-06-24 14:43:19 UTC 21.9K followers, 21.5K engagements