[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.] [@BushwoodCap](/creator/twitter/BushwoodCap) "@CCM_Brett Actually believe that Seems like a stretch. Lunch rush at Chipotles in downtown Chicago still a thing"  [@BushwoodCap](/creator/x/BushwoodCap) on [X](/post/tweet/1948144301289980033) 2025-07-23 22:12:50 UTC 1130 followers, XXX engagements "$CASY CEO: Weve been making pizza from scratch for XX years and have sold XX million pies and you dont sell XX million of anything by accident. We have legitimate credentials in the pizza business"  [@BushwoodCap](/creator/x/BushwoodCap) on [X](/post/tweet/1936420020525179119) 2025-06-21 13:44:44 UTC 1130 followers, 4723 engagements "Will be interested to see if this deal does anything for the stocks of $SPGI and $MORN selling their data to Claude"  [@BushwoodCap](/creator/x/BushwoodCap) on [X](/post/tweet/1945088651794268539) 2025-07-15 11:50:47 UTC 1130 followers, XXX engagements "If you're investing in "water" is there a better company than Ecolab $ECL XX% of their sales touch water in some way. Via @bizbreakdowns on $ECL/water:"  [@BushwoodCap](/creator/x/BushwoodCap) on [X](/post/tweet/1936110920402674084) 2025-06-20 17:16:29 UTC 1130 followers, XXX engagements "Record revenue & volumes at $CME. Demand for CME Group benchmark futures and options reached an all-time high in Q2 as clients around the globe turned to our markets to manage their business risks across asset classes"  [@BushwoodCap](/creator/x/BushwoodCap) on [X](/post/tweet/1947988458850673005) 2025-07-23 11:53:35 UTC 1131 followers, XXX engagements "Roger Goodell said at Sun Valley he wants XX international games. Whats he want to do with that Sell it to Netflix. XX years from now $NFLX might be the NFLs biggest partner"  [@BushwoodCap](/creator/x/BushwoodCap) on [X](/post/tweet/1944754750953595155) 2025-07-14 13:43:59 UTC 1130 followers, XXX engagements "$GOOG calls out YouTube success: - Led US streaming watch time for 2+ years - XX billion hours of sports content consumed annually - YouTube streaming first live NFL game in Sept"  [@BushwoodCap](/creator/x/BushwoodCap) on [X](/post/tweet/1948376465390567516) 2025-07-24 13:35:23 UTC 1131 followers, XXX engagements "We need a market correction. Via $CME: the number of new retail traders at CME Group increased XX% year over year contributing to record Micros ADV of XXX million contracts in Q2"  [@BushwoodCap](/creator/x/BushwoodCap) on [X](/post/tweet/1947991163136278872) 2025-07-23 12:04:19 UTC 1131 followers, XXX engagements "Blackstone $BX Mid-Year Megatrends Update: Highest conviction themes remain AI/digitalization. - AI adoption still in infancy - Focus = picks and shovels of digital economy Top X hyperscalers collectively forecasted to spend $342B on data center capex in 2025 up XX% y/y"  [@BushwoodCap](/creator/x/BushwoodCap) on [X](/post/tweet/1945567562034540563) 2025-07-16 19:33:48 UTC 1130 followers, XXX engagements "AI pushing harder into the financial arena. As part of its new Financial Analysis Solution Claude will get real-time access to financial information through data providers like Box PitchBook Databricks S&P Global and Snowflake"  [@BushwoodCap](/creator/x/BushwoodCap) on [X](/post/tweet/1945088295551013094) 2025-07-15 11:49:22 UTC 1130 followers, XXX engagements "Mario Gabelli (GAMCO) picks: $FOX $BATRA $MSGS $GDEN $CZR $WBD $SBGI $TGNA $TDS"  [@BushwoodCap](/creator/x/BushwoodCap) on [X](/post/tweet/1945905670743601543) 2025-07-17 17:57:19 UTC 1131 followers, XXX engagements "@Waymo $GOOG increasing 2025 CapEx guide to $85bn from $75bn AI buildout continues on"  [@BushwoodCap](/creator/x/BushwoodCap) on [X](/post/tweet/1948378102150697300) 2025-07-24 13:41:53 UTC 1130 followers, XX engagements "$CMG CEO on competition We see nobody on the rise today thats causing us to rethink our strategy"  [@BushwoodCap](/creator/x/BushwoodCap) on [X](/post/tweet/1948169581207404692) 2025-07-23 23:53:18 UTC 1130 followers, XXX engagements "Ahlsten on Danaher $DHR: "Downturn is in the 8th inning. A rebound is coming.""  [@BushwoodCap](/creator/x/BushwoodCap) on [X](/post/tweet/1945905666620633557) 2025-07-17 17:57:18 UTC 1130 followers, XX engagements "@hkuppy Good to see $JOE finally doing earnings calls"  [@BushwoodCap](/creator/x/BushwoodCap) on [X](/post/tweet/1948922602598137917) 2025-07-26 01:45:32 UTC 1131 followers, XX engagements "Knight-Swift $KNX CEO: we cannot say when the freight market will finally turn. You could play this quote on loop every quarter since 2019"  [@BushwoodCap](/creator/x/BushwoodCap) on [X](/post/tweet/1948390318262383012) 2025-07-24 14:30:25 UTC 1130 followers, XXX engagements "@SwartzPhd Is that a major story with Chipotle Dont hear much about it. Def hear it with other retail-type bizs"  [@BushwoodCap](/creator/x/BushwoodCap) on [X](/post/tweet/1948178882391085418) 2025-07-24 00:30:15 UTC 1130 followers, XX engagements "Union Pacific $UNP on the possible merger with Norfolk Southern: If you stand still you get left behind"  [@BushwoodCap](/creator/x/BushwoodCap) on [X](/post/tweet/1948561327850504233) 2025-07-25 01:49:57 UTC 1130 followers, XXX engagements "Gabelli on Madison Square Garden Sports $MSGS:"  [@BushwoodCap](/creator/x/BushwoodCap) on [X](/post/tweet/1945905676494020820) 2025-07-17 17:57:21 UTC 1131 followers, XX engagements "Apollo $APO CEO Marc Rowan: "Why can open-end funds only hold SpaceX OpenAI & Stripe Why only tech companies Why can't an investors private bucket also hold 30-40 industrial companies" Congrats. The plumbing company down the street is available in your target-date fund"  [@BushwoodCap](/creator/x/BushwoodCap) on [X](/post/tweet/1938303686562005463) 2025-06-26 18:29:45 UTC 1130 followers, XXX engagements "ServiceNow CEO on agentic AI: - $NOW has 450k agents working right now - Support IT functions customer help compliance and security - Agentic is real. The business cases are extraordinary"  [@BushwoodCap](/creator/x/BushwoodCap) on [X](/post/tweet/1948420712554967075) 2025-07-24 16:31:12 UTC 1131 followers, XXX engagements "$GOOG CEO: Incredibly exciting moment for search - Overall queries continue to grow y/y - New AI experiences contributing to that growth - AI overviews driving over XX% more queries globally"  [@BushwoodCap](/creator/x/BushwoodCap) on [X](/post/tweet/1948375285331603878) 2025-07-24 13:30:41 UTC 1130 followers, XXX engagements "Uniform rentals cleaning supplies and first aid equipment is a 10-bagger over the past XX years. Cintas $CTAS 10-year chart"  [@BushwoodCap](/creator/x/BushwoodCap) on [X](/post/tweet/1945936377360650309) 2025-07-17 19:59:20 UTC 1131 followers, XXX engagements "$CMG (cont): Think store count opportunity = 7000 long-term Current = 3800 w/ annual growth of 8-10%"  [@BushwoodCap](/creator/x/BushwoodCap) on [X](/post/tweet/1948168130334953811) 2025-07-23 23:47:32 UTC 1130 followers, XXX engagements "Intel laying off XX% of the company. $INTC CEO: There are no more blank checks. Every investment must make economic sense"  [@BushwoodCap](/creator/x/BushwoodCap) on [X](/post/tweet/1948482547790290966) 2025-07-24 20:36:55 UTC 1131 followers, XXX engagements "If you listen to the freight 🐐 $ODFL a good freight environment tends to correspond with ISM manufacturing index XX Weve been in a manufacturing recession for a long time"  [@BushwoodCap](/creator/x/BushwoodCap) on [X](/post/tweet/1948390518385246358) 2025-07-24 14:31:13 UTC 1130 followers, XX engagements "$UNP merger with Norfolk Southern would create the first transcontinental railroad"  [@BushwoodCap](/creator/x/BushwoodCap) on [X](/post/tweet/1948707894775423411) 2025-07-25 11:32:22 UTC 1131 followers, XXX engagements ".@MattBelloni on Colbert and CBS: The ad market is not coming back for linear TV. And if youre looking at this unemotionally shows that are not making money should not be on the air. New SkyDance regime at $PARA will see major cuts in initial programming"  [@BushwoodCap](/creator/x/BushwoodCap) on [X](/post/tweet/1947257606449569817) 2025-07-21 11:29:26 UTC 1130 followers, XXX engagements "Everyone losing their shit about the $GOOG resultsgood bad and otherwise. But the real ones know who this earnings day belongs too"  [@BushwoodCap](/creator/x/BushwoodCap) on [X](/post/tweet/1948114843174625615) 2025-07-23 20:15:47 UTC 1129 followers, XXX engagements "$CMG CEO continued: Were confident in getting back to mid single digit comps and surpassing $X million in AUVs longer term. Cites additional margin opportunities as we continue to improve the back of house experience"  [@BushwoodCap](/creator/x/BushwoodCap) on [X](/post/tweet/1948167633662263411) 2025-07-23 23:45:33 UTC 1130 followers, XXX engagements "Chipotle $CMG CEO addressing slowdown in traffic (makes case its a summer seasonal pattern): Over the last two summers we have experienced a slowdown in trends as our guests typically step out of their routine and our marketing spend seasonally slows"  [@BushwoodCap](/creator/x/BushwoodCap) on [X](/post/tweet/1948167007653724233) 2025-07-23 23:43:04 UTC 1130 followers, XXX engagements "NextEra Energy $NEE CEO: Electricity demand in the next decade expected to exceed the last X decades combined"  [@BushwoodCap](/creator/x/BushwoodCap) on [X](/post/tweet/1948065636116250826) 2025-07-23 17:00:15 UTC 1130 followers, XXX engagements "US Treasury futures market is LARGER than the actual Treasury bond market. Futures market trades $800bn in notional value per day on avg. That's XX% more than cash Treasuries. $CME"  [@BushwoodCap](/creator/x/BushwoodCap) on [X](/post/tweet/1948006799858172096) 2025-07-23 13:06:27 UTC 1130 followers, 1333 engagements "Costar Group calls out Zillow $Z aggressive marketing tactics banning real estate agents who dont market listings on their platform. $CSGP offering boosted visibility for agents thats happening too and CEO personally visited w/ one this past week"  [@BushwoodCap](/creator/x/BushwoodCap) on [X](/post/tweet/1947837545674354741) 2025-07-23 01:53:54 UTC 1131 followers, XXX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@BushwoodCap
"@CCM_Brett Actually believe that Seems like a stretch. Lunch rush at Chipotles in downtown Chicago still a thing"
@BushwoodCap on X 2025-07-23 22:12:50 UTC 1130 followers, XXX engagements
"$CASY CEO: Weve been making pizza from scratch for XX years and have sold XX million pies and you dont sell XX million of anything by accident. We have legitimate credentials in the pizza business" @BushwoodCap on X 2025-06-21 13:44:44 UTC 1130 followers, 4723 engagements
"Will be interested to see if this deal does anything for the stocks of $SPGI and $MORN selling their data to Claude" @BushwoodCap on X 2025-07-15 11:50:47 UTC 1130 followers, XXX engagements
"If you're investing in "water" is there a better company than Ecolab $ECL XX% of their sales touch water in some way. Via @bizbreakdowns on $ECL/water:" @BushwoodCap on X 2025-06-20 17:16:29 UTC 1130 followers, XXX engagements
"Record revenue & volumes at $CME. Demand for CME Group benchmark futures and options reached an all-time high in Q2 as clients around the globe turned to our markets to manage their business risks across asset classes" @BushwoodCap on X 2025-07-23 11:53:35 UTC 1131 followers, XXX engagements
"Roger Goodell said at Sun Valley he wants XX international games. Whats he want to do with that Sell it to Netflix. XX years from now $NFLX might be the NFLs biggest partner" @BushwoodCap on X 2025-07-14 13:43:59 UTC 1130 followers, XXX engagements
"$GOOG calls out YouTube success: - Led US streaming watch time for 2+ years - XX billion hours of sports content consumed annually - YouTube streaming first live NFL game in Sept" @BushwoodCap on X 2025-07-24 13:35:23 UTC 1131 followers, XXX engagements
"We need a market correction. Via $CME: the number of new retail traders at CME Group increased XX% year over year contributing to record Micros ADV of XXX million contracts in Q2" @BushwoodCap on X 2025-07-23 12:04:19 UTC 1131 followers, XXX engagements
"Blackstone $BX Mid-Year Megatrends Update: Highest conviction themes remain AI/digitalization. - AI adoption still in infancy - Focus = picks and shovels of digital economy Top X hyperscalers collectively forecasted to spend $342B on data center capex in 2025 up XX% y/y" @BushwoodCap on X 2025-07-16 19:33:48 UTC 1130 followers, XXX engagements
"AI pushing harder into the financial arena. As part of its new Financial Analysis Solution Claude will get real-time access to financial information through data providers like Box PitchBook Databricks S&P Global and Snowflake" @BushwoodCap on X 2025-07-15 11:49:22 UTC 1130 followers, XXX engagements
"Mario Gabelli (GAMCO) picks: $FOX $BATRA $MSGS $GDEN $CZR $WBD $SBGI $TGNA $TDS" @BushwoodCap on X 2025-07-17 17:57:19 UTC 1131 followers, XXX engagements
"@Waymo $GOOG increasing 2025 CapEx guide to $85bn from $75bn AI buildout continues on" @BushwoodCap on X 2025-07-24 13:41:53 UTC 1130 followers, XX engagements
"$CMG CEO on competition We see nobody on the rise today thats causing us to rethink our strategy" @BushwoodCap on X 2025-07-23 23:53:18 UTC 1130 followers, XXX engagements
"Ahlsten on Danaher $DHR: "Downturn is in the 8th inning. A rebound is coming."" @BushwoodCap on X 2025-07-17 17:57:18 UTC 1130 followers, XX engagements
"@hkuppy Good to see $JOE finally doing earnings calls" @BushwoodCap on X 2025-07-26 01:45:32 UTC 1131 followers, XX engagements
"Knight-Swift $KNX CEO: we cannot say when the freight market will finally turn. You could play this quote on loop every quarter since 2019" @BushwoodCap on X 2025-07-24 14:30:25 UTC 1130 followers, XXX engagements
"@SwartzPhd Is that a major story with Chipotle Dont hear much about it. Def hear it with other retail-type bizs" @BushwoodCap on X 2025-07-24 00:30:15 UTC 1130 followers, XX engagements
"Union Pacific $UNP on the possible merger with Norfolk Southern: If you stand still you get left behind" @BushwoodCap on X 2025-07-25 01:49:57 UTC 1130 followers, XXX engagements
"Gabelli on Madison Square Garden Sports $MSGS:" @BushwoodCap on X 2025-07-17 17:57:21 UTC 1131 followers, XX engagements
"Apollo $APO CEO Marc Rowan: "Why can open-end funds only hold SpaceX OpenAI & Stripe Why only tech companies Why can't an investors private bucket also hold 30-40 industrial companies" Congrats. The plumbing company down the street is available in your target-date fund" @BushwoodCap on X 2025-06-26 18:29:45 UTC 1130 followers, XXX engagements
"ServiceNow CEO on agentic AI: - $NOW has 450k agents working right now - Support IT functions customer help compliance and security - Agentic is real. The business cases are extraordinary" @BushwoodCap on X 2025-07-24 16:31:12 UTC 1131 followers, XXX engagements
"$GOOG CEO: Incredibly exciting moment for search - Overall queries continue to grow y/y - New AI experiences contributing to that growth - AI overviews driving over XX% more queries globally" @BushwoodCap on X 2025-07-24 13:30:41 UTC 1130 followers, XXX engagements
"Uniform rentals cleaning supplies and first aid equipment is a 10-bagger over the past XX years. Cintas $CTAS 10-year chart" @BushwoodCap on X 2025-07-17 19:59:20 UTC 1131 followers, XXX engagements
"$CMG (cont): Think store count opportunity = 7000 long-term Current = 3800 w/ annual growth of 8-10%" @BushwoodCap on X 2025-07-23 23:47:32 UTC 1130 followers, XXX engagements
"Intel laying off XX% of the company. $INTC CEO: There are no more blank checks. Every investment must make economic sense" @BushwoodCap on X 2025-07-24 20:36:55 UTC 1131 followers, XXX engagements
"If you listen to the freight 🐐 $ODFL a good freight environment tends to correspond with ISM manufacturing index XX Weve been in a manufacturing recession for a long time" @BushwoodCap on X 2025-07-24 14:31:13 UTC 1130 followers, XX engagements
"$UNP merger with Norfolk Southern would create the first transcontinental railroad" @BushwoodCap on X 2025-07-25 11:32:22 UTC 1131 followers, XXX engagements
".@MattBelloni on Colbert and CBS: The ad market is not coming back for linear TV. And if youre looking at this unemotionally shows that are not making money should not be on the air. New SkyDance regime at $PARA will see major cuts in initial programming" @BushwoodCap on X 2025-07-21 11:29:26 UTC 1130 followers, XXX engagements
"Everyone losing their shit about the $GOOG resultsgood bad and otherwise. But the real ones know who this earnings day belongs too" @BushwoodCap on X 2025-07-23 20:15:47 UTC 1129 followers, XXX engagements
"$CMG CEO continued: Were confident in getting back to mid single digit comps and surpassing $X million in AUVs longer term. Cites additional margin opportunities as we continue to improve the back of house experience" @BushwoodCap on X 2025-07-23 23:45:33 UTC 1130 followers, XXX engagements
"Chipotle $CMG CEO addressing slowdown in traffic (makes case its a summer seasonal pattern): Over the last two summers we have experienced a slowdown in trends as our guests typically step out of their routine and our marketing spend seasonally slows" @BushwoodCap on X 2025-07-23 23:43:04 UTC 1130 followers, XXX engagements
"NextEra Energy $NEE CEO: Electricity demand in the next decade expected to exceed the last X decades combined" @BushwoodCap on X 2025-07-23 17:00:15 UTC 1130 followers, XXX engagements
"US Treasury futures market is LARGER than the actual Treasury bond market. Futures market trades $800bn in notional value per day on avg. That's XX% more than cash Treasuries. $CME" @BushwoodCap on X 2025-07-23 13:06:27 UTC 1130 followers, 1333 engagements
"Costar Group calls out Zillow $Z aggressive marketing tactics banning real estate agents who dont market listings on their platform. $CSGP offering boosted visibility for agents thats happening too and CEO personally visited w/ one this past week" @BushwoodCap on X 2025-07-23 01:53:54 UTC 1131 followers, XXX engagements