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[@zacktanzx](/creator/twitter/zacktanzx)
"$SWK $INTC $VFC $XPEV $NVDA $PLTR And Jesus said : "So the last will be first and the first will be last""  
[X Link](https://x.com/zacktanzx/status/1957813061844185246) [@zacktanzx](/creator/x/zacktanzx) 2025-08-19T14:33Z XXX followers, XXX engagements


"$PLTR $NVDA Love to see that markets are behaving rationally again. I wouldn't necessarily short something that is 100x sales but I definitely wouldn't buy it. Great to see that the ones underneath the surface are beginning to tick upwards as well. $PYPL $VFC $XPEV $BABA $SWK $GAP"  
[X Link](https://x.com/zacktanzx/status/1958167494570422391) [@zacktanzx](/creator/x/zacktanzx) 2025-08-20T14:01Z XXX followers, XXX engagements


"$SWK The past month we had two dissenting governors Bowman and Waller that argued for rate cuts stating that inflation is one-off price increase and citing weak job-growth. Today we have this strong push from the administration to oust Lisa Cook which could bolster the case for a more dovish Fed. This coupled with Trump's attack on J. Powell yesterday stating "Powell is hurting the housing industry" shows the administration's eagerness to start the construction and building cycle. Know where the puck is going I am buying shares of $SWK like no tomorrow"  
[X Link](https://x.com/zacktanzx/status/1958174374973894771) [@zacktanzx](/creator/x/zacktanzx) 2025-08-20T14:28Z XXX followers, XXX engagements


"$SWK Average loan size down XXX% is disinflationary for housing prices 👍 Rate cuts are imminent. Buy the weakness to capitalize the housing boom in the next X years"  
[X Link](https://x.com/zacktanzx/status/1963213597531611288) [@zacktanzx](/creator/x/zacktanzx) 2025-09-03T12:12Z XXX followers, XXX engagements


"$VFC Timbs continues to deliver. Their recent collab with Italian rapper Sferra Ebbasta was sold out in minutes. Retails for 299"  
[X Link](https://x.com/zacktanzx/status/1978876741084156405) [@zacktanzx](/creator/x/zacktanzx) 2025-10-16T17:32Z XXX followers, 1192 engagements


"$VFC I've been thinking of Timberland's APAC expansion alot particularly in the East Asia region. A series of store openings preceded their APAC campaign. This does not include the partnerships Timberland has with generic retailers / street-culture focused retailers"  
[X Link](https://x.com/zacktanzx/status/1980196429386903736) [@zacktanzx](/creator/x/zacktanzx) 2025-10-20T08:56Z XXX followers, XXX engagements


"$VFC The skaters voiced their needs and Vans listened. They are bringing back a limited amount of AVE classic skate shoes. This brand has tons of treasure in the archives that could be strategically marketed to the younger skaters + nostalgic old school skaters"  
[X Link](https://x.com/zacktanzx/status/1978693687967183022) [@zacktanzx](/creator/x/zacktanzx) 2025-10-16T05:25Z XXX followers, 1285 engagements


"$VFC Timberland getting creative for Halloween. Timbs is giving out a glow in the dark halloween boot bucket if you spend above $XXX in the states. Limited supplies only"  
[X Link](https://x.com/zacktanzx/status/1980674593603088526) [@zacktanzx](/creator/x/zacktanzx) 2025-10-21T16:36Z XXX followers, XXX engagements


"$GNRC With 2Y rates falling from XXX% at the start of the year to XXXX% as of today the HELOC (Home Equity Line Of Credit) game is back on now. Increasing amount of homeowners will now tap into their home equity to spend on essential home improvements namely improvements that will continue to keep their lights on. Generac is also participating in other mega trends like the AI boom by providing reliable backup power sources to ensure XXX% uptime. They will benefit greatly in the coming years"  
[X Link](https://x.com/zacktanzx/status/1963991593729630210) [@zacktanzx](/creator/x/zacktanzx) 2025-09-05T15:44Z XXX followers, XXX engagements


"$AS Roughly XX% of Amer Sports valuation comes from Arcteryx. It was trading at XX billion on Friday that roughly values it at 13.5B. Growth will stall we use a 15.5x EBIT multiple on Arcteryx's 460M of EBIT = X B 13.5B - 7B Expect at least a XX% drop from Friday close"  
[X Link](https://x.com/zacktanzx/status/1970127157654700543) [@zacktanzx](/creator/x/zacktanzx) 2025-09-22T14:04Z XXX followers, 1065 engagements


"$AS I am now short Amer Sports. XX% of Amer Sports valuation comes from Arcteryx. Its China sales grew XX% YoY prev. That number will now slow to numbers you can't imagine. Brand equity destroyed over night. Local gov is currently assessing damage. a hefty fine incoming"  
[X Link](https://x.com/zacktanzx/status/1970130301281329357) [@zacktanzx](/creator/x/zacktanzx) 2025-09-22T14:17Z XXX followers, 2023 engagements


"@ProVnone Anta sports truly understands the Chinese consumers Salomon and Arcteryx growth are best examples of that. Arcteryx firework show at the Himalayas was part of their strategy to gain even more exposure. Sadly it was against the brands ethos"  
[X Link](https://x.com/zacktanzx/status/1973437934276845955) [@zacktanzx](/creator/x/zacktanzx) 2025-10-01T17:20Z XXX followers, XX engagements


"$VFC Timberland and Altra sales growth leaked"  
[X Link](https://x.com/zacktanzx/status/1973459004388155401) [@zacktanzx](/creator/x/zacktanzx) 2025-10-01T18:44Z XXX followers, 1656 engagements


"$VFC $ASTS Follow him if you havent. He may be a kook when it comes to surfing but definitely not a kook when it comes to underwriting"  
[X Link](https://x.com/zacktanzx/status/1973460281230762373) [@zacktanzx](/creator/x/zacktanzx) 2025-10-01T18:49Z XXX followers, 2015 engagements


"$VFC Timberland x Telfar collab dropped recently: Mid Pull-On Boots: Sold out all sizes Small Shopper Bag: Sold out Tall Pull-On Boots: Sold out all sizes A textbook case of brand equity premium in action"  
[X Link](https://x.com/zacktanzx/status/1976369975121281505) [@zacktanzx](/creator/x/zacktanzx) 2025-10-09T19:31Z XXX followers, 2764 engagements


"$VFC #SZA #Vans SZAs burner account just posted photos of her working on new designs for Vans"  
[X Link](https://x.com/zacktanzx/status/1976564568643211304) [@zacktanzx](/creator/x/zacktanzx) 2025-10-10T08:24Z XXX followers, 1279 engagements


"$VFC #Vans I could not agree more"  
[X Link](https://x.com/zacktanzx/status/1977879832357924927) [@zacktanzx](/creator/x/zacktanzx) 2025-10-13T23:31Z XXX followers, 1659 engagements


"$VFC #Vans This is coming from someone working in product for Nike focusing on consumer insights. She is expecting a resurgence in the VANS slip-ons. Go read her article Whats not cool is cool"  
[X Link](https://x.com/zacktanzx/status/1977903347886899603) [@zacktanzx](/creator/x/zacktanzx) 2025-10-14T01:04Z XXX followers, 1586 engagements


"$VFC VFC's margin expansion is just around the corner driven by healthier inventory levels improved product and marketing and cost cuts. Operating leverage will be in full force in the subsequent two earnings where they seasonally generate the most revenue. NFA"  
[X Link](https://x.com/zacktanzx/status/1978684053793407180) [@zacktanzx](/creator/x/zacktanzx) 2025-10-16T04:46Z XXX followers, 1001 engagements


"$VFC #LABUBU #TNF #POPMART Bears : "Everyone I know has a TNF jacket. Also given the extended winter season last year comps should be tough this year" What about the XX million Labubus out there and and the other XX million Lafufus They could use an outdoor jacket as well"  
[X Link](https://x.com/zacktanzx/status/1969767494140432404) [@zacktanzx](/creator/x/zacktanzx) 2025-09-21T14:15Z XXX followers, 1302 engagements


"$VFC I dont think the market is pricing in Timberland APACs growth and premiumization efforts at all. TNF has achieved APAC growth since 2022 and I think Timberland will now start their run there. Ive attached APAC sales growth data points for both brands"  
[X Link](https://x.com/zacktanzx/status/1976220841961804066) [@zacktanzx](/creator/x/zacktanzx) 2025-10-09T09:38Z XXX followers, 1866 engagements


"$VFC Vans OTW X Shoyoroll just dropped two designs. Sold out in X minutes"  
[X Link](https://x.com/zacktanzx/status/1976364214177735118) [@zacktanzx](/creator/x/zacktanzx) 2025-10-09T19:08Z XXX followers, 1828 engagements


"$VFC The Vans brand is truly evolving and you know the stock price will eventually follow. As of April 2025 X% of goods entering the US are sourced from China. This pullback is a gift for us VF bulls. I loaded up more today :)"  
[X Link](https://x.com/zacktanzx/status/1976705164754272540) [@zacktanzx](/creator/x/zacktanzx) 2025-10-10T17:43Z XXX followers, 1583 engagements


"$AS $VFC Gotta thank Arcteryx for shooting themselves in the foot. Complete PR shitshow. The North Face will gain majority of their market share they had starting tomorrow"  
[X Link](https://x.com/zacktanzx/status/1969762019835629845) [@zacktanzx](/creator/x/zacktanzx) 2025-09-21T13:53Z XXX followers, 3372 engagements


"$VFC The North Face like Timbs kicked off their China campaign. Theyve worked with a renowned actor to promote their brand. Bracken said the Vans China turnaround is still far out of reach. Relative to the progress of TNF and Timbs it is indeed miles behind"  
[X Link](https://x.com/zacktanzx/status/1971945602541031439) [@zacktanzx](/creator/x/zacktanzx) 2025-09-27T14:30Z XXX followers, 2658 engagements


"$VFC $AS $NKE The North Face China brand ambassador marketing was done right. They are following the Anta Sports playbook which allowed Arcteryx Salomon to grow at exceptional rates in China. What makes TNF stands out its that they didnt nuke the Himalayas"  
[X Link](https://x.com/zacktanzx/status/1973290257350271268) [@zacktanzx](/creator/x/zacktanzx) 2025-10-01T07:33Z XXX followers, 2305 engagements


"$VFC Lubed Timbs looking 🔥"  
[X Link](https://x.com/zacktanzx/status/1979933518273654941) [@zacktanzx](/creator/x/zacktanzx) 2025-10-19T15:31Z XXX followers, XXX engagements


"$VFC Timberland X inch boots is the number one selling shoe in the non-sneaker category on reseller market StockX"  
[X Link](https://x.com/zacktanzx/status/1978764929957085660) [@zacktanzx](/creator/x/zacktanzx) 2025-10-16T10:08Z XXX followers, 8138 engagements


"$VFC Vans' marketing content has dramatically evolved. Content is much more culturally relevant with a distinctly premium aesthetic. Engagement will follow"  
[X Link](https://x.com/zacktanzx/status/1980677372493074679) [@zacktanzx](/creator/x/zacktanzx) 2025-10-21T16:47Z XXX followers, XXX engagements