[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.] #  @BoxLongs BoxLongs BoxLongs posts on X about $rblx, rblx, $rkt, $cmrc the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::1338915420691161091/interactions)  - X Week XXXXXX +156% - X Month XXXXXXX +1,849% - X Months XXXXXXX +49% - X Year XXXXXXX -XX% ### Mentions: XX [#](/creator/twitter::1338915420691161091/posts_active)  - X Week XX +38% - X Month XXX +844% - X Months XXX +56% - X Year XXX -XX% ### Followers: XXXXX [#](/creator/twitter::1338915420691161091/followers)  - X Week XXXXX +2.10% - X Month XXXXX +6.20% - X Months XXXXX +14% - X Year XXXXX +24% ### CreatorRank: XXXXXXX [#](/creator/twitter::1338915420691161091/influencer_rank)  ### Social Influence [#](/creator/twitter::1338915420691161091/influence) --- **Social category influence** [stocks](/list/stocks) XXXXX% [finance](/list/finance) XXX% [technology brands](/list/technology-brands) XXX% [cryptocurrencies](/list/cryptocurrencies) XXX% [gaming](/list/gaming) XXX% [currencies](/list/currencies) XXX% **Social topic influence** [$rblx](/topic/$rblx) #2, [rblx](/topic/rblx) #312, [$rkt](/topic/$rkt) #1, [$cmrc](/topic/$cmrc) #1, [$fnma](/topic/$fnma) #6, [$dox](/topic/$dox) 0.6%, [$rgti](/topic/$rgti) 0.6%, [rates](/topic/rates) 0.6%, [$payc](/topic/$payc) #8, [roblox](/topic/roblox) XXX% **Top accounts mentioned or mentioned by** [@srg444](/creator/undefined) [@acemoney21](/creator/undefined) [@beaniemaxi](/creator/undefined) [@sixsigmacapital](/creator/undefined) [@ppointpass31044](/creator/undefined) [@basiljh](/creator/undefined) [@darvasboxai](/creator/undefined) [@goforgrubes2](/creator/undefined) [@nongaap](/creator/undefined) [@chrisbumsteadx](/creator/undefined) [@rev_cap](/creator/undefined) [@christo68098001](/creator/undefined) [@owlwealthy](/creator/undefined) [@canuck2usa](/creator/undefined) [@pennycheck](/creator/undefined) [@genairoblox](/creator/undefined) [@yassircheema](/creator/undefined) [@donutshorts](/creator/undefined) [@thetafarmer98](/creator/undefined) [@grok](/creator/undefined) **Top assets mentioned** [Roblox, Corp. (RBLX)](/topic/$rblx) [Rocket Companies, Inc. (RKT)](/topic/$rkt) [Amdocs, Ltd. (DOX)](/topic/$dox) [Rigetti Computing, Inc. Common Stock (RGTI)](/topic/$rgti) [Paycom Software Inc (PAYC)](/topic/$payc) [The GEO Group, Inc. (GEO)](/topic/$geo) [Shopify Inc (SHOP)](/topic/$shop) [Pfizer, Inc. (PFE)](/topic/$pfe) [Moderna Inc (MRNA)](/topic/$mrna) [Merck & Co., Inc. (MRK)](/topic/$mrk) [Johnson & Johnson (JNJ)](/topic/$jnj) [AstraZeneca PLC (AZN)](/topic/$azn) [Synthetify (SNY)](/topic/$sny) [GSK plc (GSK)](/topic/$gsk) [Bitcoin (BTC)](/topic/bitcoin) [SaitaChain Coin (STC)](/topic/$stc) [Infosys Limited (INFY)](/topic/$infy) [Cognizant Technology Solutions Corp (CTSH)](/topic/$ctsh) [Accenture (ACN)](/topic/$acn) [HUBSPOT, INC. (HUBS)](/topic/$hubs) [Intuit Inc. (INTU)](/topic/$intu) [MongoDB, Inc. (MDB)](/topic/$mdb) [Carvana Co. (CVNA)](/topic/$cvna) [Metadium (META)](/topic/$meta) [PERI Finance (PERI)](/topic/$peri) [CommScope Holding Company, Inc. (COMM)](/topic/$comm) [Dropbox, Inc. (DBX)](/topic/$dbx) [Aspen Technology, Inc. (AZPN)](/topic/$azpn) [PTC Inc (PTC)](/topic/$ptc) [Cream (CRM)](/topic/$crm) ### Top Social Posts [#](/creator/twitter::1338915420691161091/posts) --- Top posts by engagements in the last XX hours "$RBLX sat am off to a torid start already through XX million CCUs. cant wait to see where we peak" [X Link](https://x.com/BoxLongs/status/1979543667653464388) [@BoxLongs](/creator/x/BoxLongs) 2025-10-18T13:42Z 2970 followers, 1375 engagements "@acemoney21 $rkt shorts X. what does current administration due to jump start housing beating homebuilders up to build more as margins slide and prices slide seems like tough ask. clearly housing is a mess- frozen. $rkt needs XX year mortgage sub X% and we would be going gangbusters. $fnma" [X Link](https://x.com/BoxLongs/status/1979571141409702325) [@BoxLongs](/creator/x/BoxLongs) 2025-10-18T15:31Z 2970 followers, 1510 engagements "$DOX this one wont do well when tide goes out. nums fugazi" [X Link](https://x.com/BoxLongs/status/1967354294493192423) [@BoxLongs](/creator/x/BoxLongs) 2025-09-14T22:26Z 2961 followers, XXX engagements "$DOX leaking" [X Link](https://x.com/BoxLongs/status/1969913254890684483) [@BoxLongs](/creator/x/BoxLongs) 2025-09-21T23:54Z 2961 followers, XXX engagements "$CMRC i give new ceo travis hess props for just saying what needs to be said. The reset is done. Now its time to execute. GROW. GROW. GROW. What i love is they did this massive change and they kept growing - new ARR set up for 2026 is fat pitch" [X Link](https://x.com/BoxLongs/status/1976645391559889241) [@BoxLongs](/creator/x/BoxLongs) 2025-10-10T13:46Z 2965 followers, XXX engagements "$CMRC is definitely one of them - clock ticking. $SHOP 15x ARR and $CMRC 1x. They dont need capital. Cant live there forever. Someone gonna buy it with borrowed money and extract the layup 2-4x return from current valuations" [X Link](https://x.com/BoxLongs/status/1978107377996997091) [@BoxLongs](/creator/x/BoxLongs) 2025-10-14T14:35Z 2963 followers, 1196 engagements "$pfe $mrna $bntx $jnj $sny $mrk $azn $ebs $gsk tough film for the vaccine industry" [X Link](https://x.com/BoxLongs/status/1978629033748304312) [@BoxLongs](/creator/x/BoxLongs) 2025-10-16T01:08Z 2963 followers, XXX engagements "Which SPAC will launch the first $RGTI treasury strategy instead of #BITCOIN then it will be safe to short $RGTI" [X Link](https://x.com/BoxLongs/status/1978644078968394234) [@BoxLongs](/creator/x/BoxLongs) 2025-10-16T02:08Z 2963 followers, XXX engagements "$RKT this chart is a pig fest. moving the wrong direction. the fed butchered this so hard. kept rates at 0%. every rich family now owns 3-5 homes and everyone has XXX% mortgage thinks house worth XX% more than the clearing price. buyers are like f it. going to take some time to break this deep freeze" [X Link](https://x.com/BoxLongs/status/1979572264484933998) [@BoxLongs](/creator/x/BoxLongs) 2025-10-18T15:36Z 2970 followers, 1085 engagements "@LiquidThunder99 $RKT hope your right. systematically buying it" [X Link](https://x.com/BoxLongs/status/1979575119258251349) [@BoxLongs](/creator/x/BoxLongs) 2025-10-18T15:47Z 2970 followers, XX engagements "$PAYC remem when this sht co on steroids was $XXX . $XXX " [X Link](https://x.com/BoxLongs/status/1967353012780978620) [@BoxLongs](/creator/x/BoxLongs) 2025-09-14T22:21Z 2968 followers, XXX engagements "$STC not sure why im digging this STC on rates goin to $100" [X Link](https://x.com/BoxLongs/status/1967353250484830356) [@BoxLongs](/creator/x/BoxLongs) 2025-09-14T22:22Z 2968 followers, XXX engagements "$CTSH $INFY $ACN visa hit from guggenheim" [X Link](https://x.com/BoxLongs/status/1969920112976429056) [@BoxLongs](/creator/x/BoxLongs) 2025-09-22T00:22Z 2968 followers, XXX engagements "$PAYC gugg w the buy" [X Link](https://x.com/BoxLongs/status/1971317522625593581) [@BoxLongs](/creator/x/BoxLongs) 2025-09-25T20:54Z 2968 followers, XXX engagements "$RBLX 36M vs 10M y/y +260% y/y - data continues to be epic. the wells fargo talk down on q4 seems to be fine tuning. hard to fault $rblx if they do the magic XX% bookings growth vs XX% est for q3. covenant adj ebitda in 26-27-28 what matters most. wf at $XXX. $XXX. $3.7b" [X Link](https://x.com/BoxLongs/status/1974968100153180310) [@BoxLongs](/creator/x/BoxLongs) 2025-10-05T22:41Z 2969 followers, 1958 engagements "$RBLX LOL 06:45 ET 10/09/25 StreetAccount RBLX Roblox upgraded to neutral from sell at MoffettNathanson ($125.97) Notes popularity of company's viral experiences Target is $XX XX% downside (FactSet average target $148.74; range $63-180) Analyst is Clay Griffin" [X Link](https://x.com/BoxLongs/status/1976240126306173175) [@BoxLongs](/creator/x/BoxLongs) 2025-10-09T10:55Z 2968 followers, XXX engagements "$RBLX is going to get so much larger as a platform. 1B users. $100-200-300B in EV incoming. buy the dips" [X Link](https://x.com/BoxLongs/status/1976401538039079311) [@BoxLongs](/creator/x/BoxLongs) 2025-10-09T21:37Z 2968 followers, 1468 engagements "RBC on AI search impacts on software $HUBS $INTU $MDB (1)" [X Link](https://x.com/BoxLongs/status/1976423327133741171) [@BoxLongs](/creator/x/BoxLongs) 2025-10-09T23:03Z 2968 followers, 1193 engagements "$geo rough X months for $geo. time to focus on stock price" [X Link](https://x.com/BoxLongs/status/1976425453721391510) [@BoxLongs](/creator/x/BoxLongs) 2025-10-09T23:12Z 2968 followers, XXX engagements "$RBLX green on a day like today means every platform is short. de gross= buy" [X Link](https://x.com/BoxLongs/status/1976714430801915967) [@BoxLongs](/creator/x/BoxLongs) 2025-10-10T18:20Z 2968 followers, XXX engagements "$RBLX fave thing to do on sat AM is get up and watch the beast percolate. up to 20M concurrent early sat am. lets see how far we rise today" [X Link](https://x.com/BoxLongs/status/1976981829917065659) [@BoxLongs](/creator/x/BoxLongs) 2025-10-11T12:02Z 2968 followers, 2423 engagements "$RBLX crushing 37M peak ccu. up w/w" [X Link](https://x.com/BoxLongs/status/1977112149341487255) [@BoxLongs](/creator/x/BoxLongs) 2025-10-11T20:40Z 2968 followers, 1674 engagements "$RKT @ $XX looks interesting. if the pro forma bull math of 2.00-2.50 is right. the PE on that is only 6-8x" [X Link](https://x.com/BoxLongs/status/1977342928507851190) [@BoxLongs](/creator/x/BoxLongs) 2025-10-12T11:57Z 2967 followers, 1101 engagements "$rkt $XX is where u go all in (again)" [X Link](https://x.com/BoxLongs/status/1977344845149532331) [@BoxLongs](/creator/x/BoxLongs) 2025-10-12T12:05Z 2967 followers, 1042 engagements "btig on $RKT friday" [X Link](https://x.com/BoxLongs/status/1977345222364278894) [@BoxLongs](/creator/x/BoxLongs) 2025-10-12T12:06Z 2966 followers, 1263 engagements "$RBLX $XXX PT @ MS" [X Link](https://x.com/BoxLongs/status/1977859744401387853) [@BoxLongs](/creator/x/BoxLongs) 2025-10-13T22:11Z 2970 followers, 16.6K engagements "$RBLX assumptions to $XXX / Share" [X Link](https://x.com/BoxLongs/status/1977859909203996852) [@BoxLongs](/creator/x/BoxLongs) 2025-10-13T22:12Z 2968 followers, XXX engagements "$RBLX sensitivity on MAU x ARPU" [X Link](https://x.com/BoxLongs/status/1977860557022670981) [@BoxLongs](/creator/x/BoxLongs) 2025-10-13T22:14Z 2969 followers, XXX engagements "$RBLX sensitivity to $XXX / share on MAU x ARPU" [X Link](https://x.com/BoxLongs/status/1977860742792544493) [@BoxLongs](/creator/x/BoxLongs) 2025-10-13T22:15Z 2968 followers, XXX engagements "$RBLX the only thing thats an issue is the stock is up so much in a short period of time. they have been crushing guidance and executing on innovation at a high level. the big platforms all have huge pull backs on the way to major platform status. if (when) $RBLX gets to 200-300-400M - 1B users will be worth so much more than today" [X Link](https://x.com/BoxLongs/status/1977863375431565349) [@BoxLongs](/creator/x/BoxLongs) 2025-10-13T22:25Z 2968 followers, 1620 engagements "$RBLX this is a great comprehensive report - undoubtedly with some input from corporate thats how the game is played. there will be many more reports like this issued. especially after we get a monster Q3 bookings print" [X Link](https://x.com/BoxLongs/status/1977863653899546956) [@BoxLongs](/creator/x/BoxLongs) 2025-10-13T22:26Z 2968 followers, XXX engagements "$RBLX MS new model - the path to $5B+ in ebitda" [X Link](https://x.com/BoxLongs/status/1977864621693214850) [@BoxLongs](/creator/x/BoxLongs) 2025-10-13T22:30Z 2969 followers, 1210 engagements "$RBLX you can hate on the stock because of valuation. or lack of profitability. but from an execution stand point AI technology growth running the platform for the long term focus on organic engagement and what matters u have to tip your cap. best in class right now" [X Link](https://x.com/BoxLongs/status/1977869849658351917) [@BoxLongs](/creator/x/BoxLongs) 2025-10-13T22:51Z 2968 followers, XXX engagements "@davevermilion $cvna invented a machine to repackage bad auto loans. similar to $rblx only in that momentum traders buy it on ebitda revisions. i dont think you can own $cvna for the long haul. $rblx much more likely to be the next $meta or mag X type name. appreciate your technical view" [X Link](https://x.com/BoxLongs/status/1977877946753745134) [@BoxLongs](/creator/x/BoxLongs) 2025-10-13T23:23Z 2967 followers, XXX engagements "$RBLX the pressure on the sell side to pump this after another MONSTER bookings print will be unbearable. Open ended growth platform with decades of mini technology advances added together to create a real sleeping giant" [X Link](https://x.com/BoxLongs/status/1978108836880728246) [@BoxLongs](/creator/x/BoxLongs) 2025-10-14T14:41Z 2968 followers, 1169 engagements "$RBLX CCUS GONNA MOON AGAIN" [X Link](https://x.com/BoxLongs/status/1978155401595039991) [@BoxLongs](/creator/x/BoxLongs) 2025-10-14T17:46Z 2969 followers, 2610 engagements "$RBLX im not sure why the hedge fund bros hate it so much. But they do" [X Link](https://x.com/BoxLongs/status/1978175151427444785) [@BoxLongs](/creator/x/BoxLongs) 2025-10-14T19:04Z 2968 followers, 1062 engagements "@eliant_capital $RKT HOUSING FIX INCOMING" [X Link](https://x.com/BoxLongs/status/1978188866860249134) [@BoxLongs](/creator/x/BoxLongs) 2025-10-14T19:59Z 2967 followers, XXX engagements "$PERI talk to me goose" [X Link](https://x.com/BoxLongs/status/1978267284629016632) [@BoxLongs](/creator/x/BoxLongs) 2025-10-15T01:10Z 2968 followers, XXX engagements "$COMM up 15x since '24 wow" [X Link](https://x.com/BoxLongs/status/1978273807904231876) [@BoxLongs](/creator/x/BoxLongs) 2025-10-15T01:36Z 2968 followers, XXX engagements "$RBLX CONTENT 🔥" [X Link](https://x.com/BoxLongs/status/1978527074156523764) [@BoxLongs](/creator/x/BoxLongs) 2025-10-15T18:23Z 2968 followers, XXX engagements "$RBLX is going to $XXX just needs some time" [X Link](https://x.com/BoxLongs/status/1978636158226542885) [@BoxLongs](/creator/x/BoxLongs) 2025-10-16T01:36Z 2969 followers, 1357 engagements "$RBLX last year during the christmas holiday CCUs stayed elevated at 11-12M ccu at above weekly peaks heading in. do we get the same phenomenon with CCUs plateauing at some massive #. data is crazy vs year ago" [X Link](https://x.com/BoxLongs/status/1978637078213607868) [@BoxLongs](/creator/x/BoxLongs) 2025-10-16T01:40Z 2968 followers, XXX engagements "$RBLX funny analyzing the long term models. one thing is for sure. the models are all wrong. growth wont be exactly some magic # X years in a row. XX% forever" [X Link](https://x.com/BoxLongs/status/1978638522979410334) [@BoxLongs](/creator/x/BoxLongs) 2025-10-16T01:45Z 2968 followers, XXX engagements "$RGTI i feel bad for CEO and CFO u know they are prepping for earnings call being like what the fuck can we possibly say to justify this move. We are *really* confident in XX years our computer will unlock the secrets of the universe But For now we got $XXX million grant" [X Link](https://x.com/BoxLongs/status/1978644785498910853) [@BoxLongs](/creator/x/BoxLongs) 2025-10-16T02:10Z 2968 followers, XXX engagements "$RBLX BTIG raising PT to $XXX. RBLX Been consistently talking RBLX for the past week given the 3P datapoints released.Clark Lampen today is raising #s (Q3 bookings to +59%/Q4 to +55%) & PT to $XXX. Investors believe the Q4 guide is expected to be in the 30-40% range but Clark notes it could be as wide as 25-40% - Clark backs into that using his +55% Q4 estimate and the actual to estimate gap in Q2/Q3e. New CFO and #s that have been accelerating to a great degree make his tough to calibrate. Lot of 3P noise lately (msci & yipit calling for H2 of Sept re-accel) has stirred up the volatility" [X Link](https://x.com/BoxLongs/status/1978811096694751354) [@BoxLongs](/creator/x/BoxLongs) 2025-10-16T13:11Z 2969 followers, 3125 engagements "$RBLX BTIG has nailed this one - very bullish early especially during 2023-2024 consolidation period" [X Link](https://x.com/BoxLongs/status/1978814032476799197) [@BoxLongs](/creator/x/BoxLongs) 2025-10-16T13:23Z 2969 followers, 1252 engagements "$geo $XX. -XX% drawdown from peak" [X Link](https://x.com/BoxLongs/status/1978864764710220130) [@BoxLongs](/creator/x/BoxLongs) 2025-10-16T16:45Z 2968 followers, XXX engagements "@fiscal_ai now do $rblx lol" [X Link](https://x.com/BoxLongs/status/1979548208243048533) [@BoxLongs](/creator/x/BoxLongs) 2025-10-18T14:00Z 2970 followers, XXX engagements "$RBLX 36.2M CCU by XXX am. here we go 🚀" [X Link](https://x.com/BoxLongs/status/1979557103565210095) [@BoxLongs](/creator/x/BoxLongs) 2025-10-18T14:36Z 2970 followers, 1007 engagements "$RKT how many times do we need to settle in the $12-16 range before $XX becomes the new floor. that $2-2.50 in EPS power that bulls (ValueAct) def not even closed to priced in. 15x mkt pe = $XX XXX% upside to that dream at 20x $2.50= $XX is +215% up" [X Link](https://x.com/BoxLongs/status/1979567853033460083) [@BoxLongs](/creator/x/BoxLongs) 2025-10-18T15:18Z 2970 followers, XXX engagements "@acemoney21 $rkt shorts= X. looming supply from dan gilbert expected () X. real estate headlines continue to be a disaster () X. sell side still barely modeling a buck in eps ()" [X Link](https://x.com/BoxLongs/status/1979570621094011270) [@BoxLongs](/creator/x/BoxLongs) 2025-10-18T15:29Z 2970 followers, XXX engagements "$RKT *this chart = Number of U.S. homebuyers and sellers actively in the market estimated millions Sources: MLS data Redfin. Data as of August XX 2025" [X Link](https://x.com/BoxLongs/status/1979572759723114512) [@BoxLongs](/creator/x/BoxLongs) 2025-10-18T15:38Z 2968 followers, XXX engagements "$RKT could take a DECADE to thaw the freeze. (Current housing shortage of XXX million could take about XX years to resolve- Cumulative housing shortage and trendline millions of units. Source: Haver Analytics. Data as of January 2024. Note: Cumulative housing unit shortages calculated using the difference between housing completions and net household formation. Trendline calculated by extrapolating yearly trend from 2023-2024.)" [X Link](https://x.com/BoxLongs/status/1979572761614840086) [@BoxLongs](/creator/x/BoxLongs) 2025-10-18T15:38Z 2970 followers, XXX engagements "$RKT affordability is still a DISASTER (The cost of owning a home is roughly XX% higher than the cost of renting one in the U.S. Monthly cost to rent vs. buy $) Sources: Reventure Consulting Zillow Case Shiller BLS S&P CoreLogic Case-Shiller Home Price Index. Data as of 2023. Note: Represents cost of single-family residences adjusted for inflation" [X Link](https://x.com/BoxLongs/status/1979573074556026956) [@BoxLongs](/creator/x/BoxLongs) 2025-10-18T15:39Z 2970 followers, XXX engagements "$CMRC if this LT guidance ($500M ARR) is XX% right the equity is going 3-5x ($20-30/share). have seen this so many times. when a good asset gives LT guide that is reasonable and is completely dismissed back up the truck. $DBX $FEYE $AZPN $PTC $CRM $RHT" [X Link](https://x.com/BoxLongs/status/1979587884748615848) [@BoxLongs](/creator/x/BoxLongs) 2025-10-18T16:38Z 2970 followers, XXX engagements "$rblx 36.2m vs 36.9m w/w ccu. the rare downtick () the bears got em. but. vs 10.3m ccu same day / time a year ago (+251% yoy)" [X Link](https://x.com/BoxLongs/status/1979698762084962750) [@BoxLongs](/creator/x/BoxLongs) 2025-10-18T23:59Z 2970 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.]
BoxLongs posts on X about $rblx, rblx, $rkt, $cmrc the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.
Social category influence stocks XXXXX% finance XXX% technology brands XXX% cryptocurrencies XXX% gaming XXX% currencies XXX%
Social topic influence $rblx #2, rblx #312, $rkt #1, $cmrc #1, $fnma #6, $dox 0.6%, $rgti 0.6%, rates 0.6%, $payc #8, roblox XXX%
Top accounts mentioned or mentioned by @srg444 @acemoney21 @beaniemaxi @sixsigmacapital @ppointpass31044 @basiljh @darvasboxai @goforgrubes2 @nongaap @chrisbumsteadx @rev_cap @christo68098001 @owlwealthy @canuck2usa @pennycheck @genairoblox @yassircheema @donutshorts @thetafarmer98 @grok
Top assets mentioned Roblox, Corp. (RBLX) Rocket Companies, Inc. (RKT) Amdocs, Ltd. (DOX) Rigetti Computing, Inc. Common Stock (RGTI) Paycom Software Inc (PAYC) The GEO Group, Inc. (GEO) Shopify Inc (SHOP) Pfizer, Inc. (PFE) Moderna Inc (MRNA) Merck & Co., Inc. (MRK) Johnson & Johnson (JNJ) AstraZeneca PLC (AZN) Synthetify (SNY) GSK plc (GSK) Bitcoin (BTC) SaitaChain Coin (STC) Infosys Limited (INFY) Cognizant Technology Solutions Corp (CTSH) Accenture (ACN) HUBSPOT, INC. (HUBS) Intuit Inc. (INTU) MongoDB, Inc. (MDB) Carvana Co. (CVNA) Metadium (META) PERI Finance (PERI) CommScope Holding Company, Inc. (COMM) Dropbox, Inc. (DBX) Aspen Technology, Inc. (AZPN) PTC Inc (PTC) Cream (CRM)
Top posts by engagements in the last XX hours
"$RBLX sat am off to a torid start already through XX million CCUs. cant wait to see where we peak"
X Link @BoxLongs 2025-10-18T13:42Z 2970 followers, 1375 engagements
"@acemoney21 $rkt shorts X. what does current administration due to jump start housing beating homebuilders up to build more as margins slide and prices slide seems like tough ask. clearly housing is a mess- frozen. $rkt needs XX year mortgage sub X% and we would be going gangbusters. $fnma"
X Link @BoxLongs 2025-10-18T15:31Z 2970 followers, 1510 engagements
"$DOX this one wont do well when tide goes out. nums fugazi"
X Link @BoxLongs 2025-09-14T22:26Z 2961 followers, XXX engagements
"$DOX leaking"
X Link @BoxLongs 2025-09-21T23:54Z 2961 followers, XXX engagements
"$CMRC i give new ceo travis hess props for just saying what needs to be said. The reset is done. Now its time to execute. GROW. GROW. GROW. What i love is they did this massive change and they kept growing - new ARR set up for 2026 is fat pitch"
X Link @BoxLongs 2025-10-10T13:46Z 2965 followers, XXX engagements
"$CMRC is definitely one of them - clock ticking. $SHOP 15x ARR and $CMRC 1x. They dont need capital. Cant live there forever. Someone gonna buy it with borrowed money and extract the layup 2-4x return from current valuations"
X Link @BoxLongs 2025-10-14T14:35Z 2963 followers, 1196 engagements
"$pfe $mrna $bntx $jnj $sny $mrk $azn $ebs $gsk tough film for the vaccine industry"
X Link @BoxLongs 2025-10-16T01:08Z 2963 followers, XXX engagements
"Which SPAC will launch the first $RGTI treasury strategy instead of #BITCOIN then it will be safe to short $RGTI"
X Link @BoxLongs 2025-10-16T02:08Z 2963 followers, XXX engagements
"$RKT this chart is a pig fest. moving the wrong direction. the fed butchered this so hard. kept rates at 0%. every rich family now owns 3-5 homes and everyone has XXX% mortgage thinks house worth XX% more than the clearing price. buyers are like f it. going to take some time to break this deep freeze"
X Link @BoxLongs 2025-10-18T15:36Z 2970 followers, 1085 engagements
"@LiquidThunder99 $RKT hope your right. systematically buying it"
X Link @BoxLongs 2025-10-18T15:47Z 2970 followers, XX engagements
"$PAYC remem when this sht co on steroids was $XXX . $XXX "
X Link @BoxLongs 2025-09-14T22:21Z 2968 followers, XXX engagements
"$STC not sure why im digging this STC on rates goin to $100"
X Link @BoxLongs 2025-09-14T22:22Z 2968 followers, XXX engagements
"$CTSH $INFY $ACN visa hit from guggenheim"
X Link @BoxLongs 2025-09-22T00:22Z 2968 followers, XXX engagements
"$PAYC gugg w the buy"
X Link @BoxLongs 2025-09-25T20:54Z 2968 followers, XXX engagements
"$RBLX 36M vs 10M y/y +260% y/y - data continues to be epic. the wells fargo talk down on q4 seems to be fine tuning. hard to fault $rblx if they do the magic XX% bookings growth vs XX% est for q3. covenant adj ebitda in 26-27-28 what matters most. wf at $XXX. $XXX. $3.7b"
X Link @BoxLongs 2025-10-05T22:41Z 2969 followers, 1958 engagements
"$RBLX LOL 06:45 ET 10/09/25 StreetAccount RBLX Roblox upgraded to neutral from sell at MoffettNathanson ($125.97) Notes popularity of company's viral experiences Target is $XX XX% downside (FactSet average target $148.74; range $63-180) Analyst is Clay Griffin"
X Link @BoxLongs 2025-10-09T10:55Z 2968 followers, XXX engagements
"$RBLX is going to get so much larger as a platform. 1B users. $100-200-300B in EV incoming. buy the dips"
X Link @BoxLongs 2025-10-09T21:37Z 2968 followers, 1468 engagements
"RBC on AI search impacts on software $HUBS $INTU $MDB (1)"
X Link @BoxLongs 2025-10-09T23:03Z 2968 followers, 1193 engagements
"$geo rough X months for $geo. time to focus on stock price"
X Link @BoxLongs 2025-10-09T23:12Z 2968 followers, XXX engagements
"$RBLX green on a day like today means every platform is short. de gross= buy"
X Link @BoxLongs 2025-10-10T18:20Z 2968 followers, XXX engagements
"$RBLX fave thing to do on sat AM is get up and watch the beast percolate. up to 20M concurrent early sat am. lets see how far we rise today"
X Link @BoxLongs 2025-10-11T12:02Z 2968 followers, 2423 engagements
"$RBLX crushing 37M peak ccu. up w/w"
X Link @BoxLongs 2025-10-11T20:40Z 2968 followers, 1674 engagements
"$RKT @ $XX looks interesting. if the pro forma bull math of 2.00-2.50 is right. the PE on that is only 6-8x"
X Link @BoxLongs 2025-10-12T11:57Z 2967 followers, 1101 engagements
"$rkt $XX is where u go all in (again)"
X Link @BoxLongs 2025-10-12T12:05Z 2967 followers, 1042 engagements
"btig on $RKT friday"
X Link @BoxLongs 2025-10-12T12:06Z 2966 followers, 1263 engagements
"$RBLX $XXX PT @ MS"
X Link @BoxLongs 2025-10-13T22:11Z 2970 followers, 16.6K engagements
"$RBLX assumptions to $XXX / Share"
X Link @BoxLongs 2025-10-13T22:12Z 2968 followers, XXX engagements
"$RBLX sensitivity on MAU x ARPU"
X Link @BoxLongs 2025-10-13T22:14Z 2969 followers, XXX engagements
"$RBLX sensitivity to $XXX / share on MAU x ARPU"
X Link @BoxLongs 2025-10-13T22:15Z 2968 followers, XXX engagements
"$RBLX the only thing thats an issue is the stock is up so much in a short period of time. they have been crushing guidance and executing on innovation at a high level. the big platforms all have huge pull backs on the way to major platform status. if (when) $RBLX gets to 200-300-400M - 1B users will be worth so much more than today"
X Link @BoxLongs 2025-10-13T22:25Z 2968 followers, 1620 engagements
"$RBLX this is a great comprehensive report - undoubtedly with some input from corporate thats how the game is played. there will be many more reports like this issued. especially after we get a monster Q3 bookings print"
X Link @BoxLongs 2025-10-13T22:26Z 2968 followers, XXX engagements
"$RBLX MS new model - the path to $5B+ in ebitda"
X Link @BoxLongs 2025-10-13T22:30Z 2969 followers, 1210 engagements
"$RBLX you can hate on the stock because of valuation. or lack of profitability. but from an execution stand point AI technology growth running the platform for the long term focus on organic engagement and what matters u have to tip your cap. best in class right now"
X Link @BoxLongs 2025-10-13T22:51Z 2968 followers, XXX engagements
"@davevermilion $cvna invented a machine to repackage bad auto loans. similar to $rblx only in that momentum traders buy it on ebitda revisions. i dont think you can own $cvna for the long haul. $rblx much more likely to be the next $meta or mag X type name. appreciate your technical view"
X Link @BoxLongs 2025-10-13T23:23Z 2967 followers, XXX engagements
"$RBLX the pressure on the sell side to pump this after another MONSTER bookings print will be unbearable. Open ended growth platform with decades of mini technology advances added together to create a real sleeping giant"
X Link @BoxLongs 2025-10-14T14:41Z 2968 followers, 1169 engagements
"$RBLX CCUS GONNA MOON AGAIN"
X Link @BoxLongs 2025-10-14T17:46Z 2969 followers, 2610 engagements
"$RBLX im not sure why the hedge fund bros hate it so much. But they do"
X Link @BoxLongs 2025-10-14T19:04Z 2968 followers, 1062 engagements
"@eliant_capital $RKT HOUSING FIX INCOMING"
X Link @BoxLongs 2025-10-14T19:59Z 2967 followers, XXX engagements
"$PERI talk to me goose"
X Link @BoxLongs 2025-10-15T01:10Z 2968 followers, XXX engagements
"$COMM up 15x since '24 wow"
X Link @BoxLongs 2025-10-15T01:36Z 2968 followers, XXX engagements
"$RBLX CONTENT 🔥"
X Link @BoxLongs 2025-10-15T18:23Z 2968 followers, XXX engagements
"$RBLX is going to $XXX just needs some time"
X Link @BoxLongs 2025-10-16T01:36Z 2969 followers, 1357 engagements
"$RBLX last year during the christmas holiday CCUs stayed elevated at 11-12M ccu at above weekly peaks heading in. do we get the same phenomenon with CCUs plateauing at some massive #. data is crazy vs year ago"
X Link @BoxLongs 2025-10-16T01:40Z 2968 followers, XXX engagements
"$RBLX funny analyzing the long term models. one thing is for sure. the models are all wrong. growth wont be exactly some magic # X years in a row. XX% forever"
X Link @BoxLongs 2025-10-16T01:45Z 2968 followers, XXX engagements
"$RGTI i feel bad for CEO and CFO u know they are prepping for earnings call being like what the fuck can we possibly say to justify this move. We are really confident in XX years our computer will unlock the secrets of the universe But For now we got $XXX million grant"
X Link @BoxLongs 2025-10-16T02:10Z 2968 followers, XXX engagements
"$RBLX BTIG raising PT to $XXX. RBLX Been consistently talking RBLX for the past week given the 3P datapoints released.Clark Lampen today is raising #s (Q3 bookings to +59%/Q4 to +55%) & PT to $XXX. Investors believe the Q4 guide is expected to be in the 30-40% range but Clark notes it could be as wide as 25-40% - Clark backs into that using his +55% Q4 estimate and the actual to estimate gap in Q2/Q3e. New CFO and #s that have been accelerating to a great degree make his tough to calibrate. Lot of 3P noise lately (msci & yipit calling for H2 of Sept re-accel) has stirred up the volatility"
X Link @BoxLongs 2025-10-16T13:11Z 2969 followers, 3125 engagements
"$RBLX BTIG has nailed this one - very bullish early especially during 2023-2024 consolidation period"
X Link @BoxLongs 2025-10-16T13:23Z 2969 followers, 1252 engagements
"$geo $XX. -XX% drawdown from peak"
X Link @BoxLongs 2025-10-16T16:45Z 2968 followers, XXX engagements
"@fiscal_ai now do $rblx lol"
X Link @BoxLongs 2025-10-18T14:00Z 2970 followers, XXX engagements
"$RBLX 36.2M CCU by XXX am. here we go 🚀"
X Link @BoxLongs 2025-10-18T14:36Z 2970 followers, 1007 engagements
"$RKT how many times do we need to settle in the $12-16 range before $XX becomes the new floor. that $2-2.50 in EPS power that bulls (ValueAct) def not even closed to priced in. 15x mkt pe = $XX XXX% upside to that dream at 20x $2.50= $XX is +215% up"
X Link @BoxLongs 2025-10-18T15:18Z 2970 followers, XXX engagements
"@acemoney21 $rkt shorts= X. looming supply from dan gilbert expected () X. real estate headlines continue to be a disaster () X. sell side still barely modeling a buck in eps ()"
X Link @BoxLongs 2025-10-18T15:29Z 2970 followers, XXX engagements
"$RKT *this chart = Number of U.S. homebuyers and sellers actively in the market estimated millions Sources: MLS data Redfin. Data as of August XX 2025"
X Link @BoxLongs 2025-10-18T15:38Z 2968 followers, XXX engagements
"$RKT could take a DECADE to thaw the freeze. (Current housing shortage of XXX million could take about XX years to resolve- Cumulative housing shortage and trendline millions of units. Source: Haver Analytics. Data as of January 2024. Note: Cumulative housing unit shortages calculated using the difference between housing completions and net household formation. Trendline calculated by extrapolating yearly trend from 2023-2024.)"
X Link @BoxLongs 2025-10-18T15:38Z 2970 followers, XXX engagements
"$RKT affordability is still a DISASTER (The cost of owning a home is roughly XX% higher than the cost of renting one in the U.S. Monthly cost to rent vs. buy $) Sources: Reventure Consulting Zillow Case Shiller BLS S&P CoreLogic Case-Shiller Home Price Index. Data as of 2023. Note: Represents cost of single-family residences adjusted for inflation"
X Link @BoxLongs 2025-10-18T15:39Z 2970 followers, XXX engagements
"$CMRC if this LT guidance ($500M ARR) is XX% right the equity is going 3-5x ($20-30/share). have seen this so many times. when a good asset gives LT guide that is reasonable and is completely dismissed back up the truck. $DBX $FEYE $AZPN $PTC $CRM $RHT"
X Link @BoxLongs 2025-10-18T16:38Z 2970 followers, XXX engagements
"$rblx 36.2m vs 36.9m w/w ccu. the rare downtick () the bears got em. but. vs 10.3m ccu same day / time a year ago (+251% yoy)"
X Link @BoxLongs 2025-10-18T23:59Z 2970 followers, XXX engagements
/creator/x::BoxLongs