[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.] #  @BrokenMoats Broken Moats Broken Moats posts on X about $ilmn, $rblx, $unp, $dim the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::1669733124824084481/interactions)  - X Week XXXXXX +37% - X Month XXXXXX -XX% - X Months XXXXXXX +354% - X Year XXXXXXX +1,797% ### Mentions: XX [#](/creator/twitter::1669733124824084481/posts_active)  - X Months XXX -XX% - X Year XXX +167% ### Followers: XXXXX [#](/creator/twitter::1669733124824084481/followers)  - X Week XXXXX +1.50% - X Month XXXXX +7.30% - X Months XXXXX +118% - X Year XXXXX +778% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::1669733124824084481/influencer_rank)  ### Social Influence [#](/creator/twitter::1669733124824084481/influence) --- **Social category influence** [stocks](/list/stocks) [cryptocurrencies](/list/cryptocurrencies) [finance](/list/finance) [countries](/list/countries) [technology brands](/list/technology-brands) **Social topic influence** [$ilmn](/topic/$ilmn), [$rblx](/topic/$rblx), [$unp](/topic/$unp), [$dim](/topic/$dim), [$dhr](/topic/$dhr), [$sym](/topic/$sym), [$3626t](/topic/$3626t), [$csgp](/topic/$csgp), [rates](/topic/rates), [$an](/topic/$an) **Top assets mentioned** [Illumina, Inc. (ILMN)](/topic/$ilmn) [Roblox, Corp. (RBLX)](/topic/$rblx) [UNIPOLY (UNP)](/topic/$unp) [Danaher Corporation (DHR)](/topic/$dhr) [Symbotic Inc. Class A Common Stock (SYM)](/topic/$sym) [CoStar Group, Inc. (CSGP)](/topic/$csgp) [AutoNation, Inc. (AN)](/topic/$an) [Lithia Motors, Inc. (LAD)](/topic/$lad) [D R Horton Inc (DHI)](/topic/$dhi) [Wormhole (W)](/topic/$w) [PACCAR Inc (PCAR)](/topic/$pcar) [Sezzle Inc. Common Stock (SEZL)](/topic/$sezl) [Shakita Inu (SHAK)](/topic/$shak) [Globe Life Inc (GL)](/topic/$gl) [CSX Corporation (CSX)](/topic/$csx) [Electronic Arts Inc. (EA)](/topic/$ea) [Evai (EV)](/topic/$ev) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Acushnet Holdings Corp. (GOLF)](/topic/$golf) [Smooth Love Potion (SLP)](/topic/$slp) [Thermo Fisher Scientific Inc. (TMO)](/topic/$tmo) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Norfolk Southern Corp. (NSC)](/topic/$nsc) [Boeing Co (BA)](/topic/$ba) [Cellebrite DI Ltd. Class A Ordinary Shares (CLBT)](/topic/$clbt) ### Top Social Posts [#](/creator/twitter::1669733124824084481/posts) --- Top posts by engagements in the last XX hours "stubbornness of rate sensitive names to have any reflexivity to higher rates (now over X% XX year) is perplexing. $AN in $CSGP grab my attention as exposed. AN especially after the softer than anticipated preannounce from $LAD (looks like a beat when you read it but the sell side took numbers down recently and its actually lower growth than Q1 and tis past quarter should of benefitted from the initial tariff pricing and demand pull on autos in April/May). No guidance in pre announce and reversal in shape price suggests market thinks they ae likely hiding softening trends for the back half."  [@BrokenMoats](/creator/x/BrokenMoats) on [X](/post/tweet/1945154095209140708) 2025-07-15 16:10:50 UTC 2185 followers, XXX engagements "Shake out the non-profitable tech bubble and they come right in to redeploy to housing and healthcare and willing to bid up all day Market amazes everyday $ILMN $W $DHI $PCAR and on and on"  [@BrokenMoats](/creator/x/BrokenMoats) on [X](/post/tweet/1947747575936827419) 2025-07-22 19:56:24 UTC 2180 followers, XXX engagements "Closed $SEZL short.this market and this stock are no longer tethered to reality. Hard to play but each trip was positive. But can't stick for the real fundamental move lower until the market changes its tune This wont help SEZL either - their customers likely fall into the abuser category"  [@BrokenMoats](/creator/x/BrokenMoats) on [X](/post/tweet/1943369898190659849) 2025-07-10 18:01:04 UTC 2180 followers, 2021 engagements "Truist has now upgraded $SHAK 2x in less than X days. In the upgrade they noted "we believe SHAK missed Q2 store openings" and they adjusted their guide for the year (downward) to account for the lower store openings but cite a hopeful macro turn as the reasoning to buy.just imagine if Shak was actually executing how many more times this week they could upgrade them"  [@BrokenMoats](/creator/x/BrokenMoats) on [X](/post/tweet/1942935268731838469) 2025-07-09 13:14:00 UTC 2180 followers, XXX engagements "$RBLX will claim a new record for concurrent gamers on 7/20 at 32m a near vertical ascent since late April (see below chart) This trend of concurrent user growth is what has driven the stock higher - stock chart is a graph of the concurrent user graph. The bulls/sell side will then extrapolate this to demographics and an untapped audience to sell marketing to overtime. The user data being cited appears to be highly questionable on both users and on to the marketing narrative. I encourage others to explore tis topic. Anyone with good resources to App/intenet traffic please reach out especially"  [@BrokenMoats](/creator/x/BrokenMoats) on [X](/post/tweet/1947065311108489251) 2025-07-20 22:45:19 UTC 2180 followers, XXX engagements "$GL not like we should expect anything right from the mgmt team over there. But having to buyback an awfully large number of shares each quarter to mask the deteriorating underlying metrics on the business"  [@BrokenMoats](/creator/x/BrokenMoats) on [X](/post/tweet/1948115900114042902) 2025-07-23 20:19:59 UTC 2180 followers, XXX engagements "$UNP rumors buying NSC. Now Buffet rumored on $CSX Great deal for railroad operators if regulators allow it. Horrible deal for shipping prices service and people in North America if allowed. We are testing the limits of anti trust with these contemplated mergers. If allowed might as well start pitching an AMZN/WMT tie up I can see the synergies already there clearly are no rules"  [@BrokenMoats](/creator/x/BrokenMoats) on [X](/post/tweet/1947407486006304866) 2025-07-21 21:25:00 UTC 2181 followers, 1052 engagements "$ILMN Why Nothing in $DHR or $DIM earnings to support this move higher their markets remain under pressure incredibly odd move. X recent downgrades to go with that sentiment"  [@BrokenMoats](/creator/x/BrokenMoats) on [X](/post/tweet/1947694302940827838) 2025-07-22 16:24:42 UTC 2180 followers, XXX engagements "Some actual things to keep in perspective as people have lost their mind on $RBLX nearing $90B in market cap and 10x the GP$/EV valuation as competitor $EA (52x v. 5x) A viral hit will need to be repeated to keep engagement - A developed hit inside the platform competes w/ other games on the same platform (screen time is limited it does not stack). Strong competition for limited screen time is coming - further adoption of switch X & GTA launch in coming months Platform or marketplace argument is farfetched - The average user spends $10/year on the platform (so if you think all of the sudden a"  [@BrokenMoats](/creator/x/BrokenMoats) on [X](/post/tweet/1945583634288656681) 2025-07-16 20:37:40 UTC 2187 followers, 1800 engagements "More unproven treatments that $HIMS can try and push. Pipetides the catchall grift ongoing in the wellness category and it's no shock the least kosher actor in the Telehealth space wants in. But here's a look at some the big peptides from the guy who wrote the book on aging:"  [@BrokenMoats](/creator/x/BrokenMoats) on [X](/post/tweet/1948094437009019078) 2025-07-23 18:54:42 UTC 2180 followers, XXX engagements "Curious how $GOLF powers higher on no volume when sports category has lagged all year"  [@BrokenMoats](/creator/x/BrokenMoats) on [X](/post/tweet/1945886110288093445) 2025-07-17 16:39:36 UTC 2182 followers, XXX engagements "Buying $SLP today. Bad quarter all around. A lot is from issues plaguing the whole bio development space from admin cuts to NIH and broader uncertainty around scientific policy. But plenty is from their own doing after a spree of acquisitions by this mgmt team that has diluted the software revenue in overall mix and decimated a great high return fcf / roic business. That said the core software is still intact and a hidden gem at this point that hopefully can be unlocked by a new management team. Strongly welcome any activist to get under the sheets here and look at ADMET and GASTROPLUS they"  [@BrokenMoats](/creator/x/BrokenMoats) on [X](/post/tweet/1945141072507597015) 2025-07-15 15:19:05 UTC 2181 followers, 1068 engagements "Anyone seen anything for the life science suppliers $DHR $TMO - $MRK.DE $DIM down X% can't find anything - assuming its the normal weakness in China and restocking taking longer but would love to know if there were comments at a conf or analyst"  [@BrokenMoats](/creator/x/BrokenMoats) on [X](/post/tweet/1837139771799339437) 2024-09-20 14:40:28 UTC 2186 followers, XXX engagements "Farfetch failed Yoox a failure (Richemont essentially wrote off after activist pressure) Sacks is struggling - ultimately I think you have to ask how big the market is for designer fashion and high end online Its very niche (most sales are from a very limited number of costumers) and most people (even the very wealthy) want the in-store experience of going to these stores to be pampered and look and feel the product. Might be cheap and some one off things that cause moves but directionally I am not sure this category is a winner - a lot have tried and most have given up (that could be"  [@BrokenMoats](/creator/x/BrokenMoats) on [X](/post/tweet/1946222516533379298) 2025-07-18 14:56:21 UTC 2182 followers, 1390 engagements "FCF down to 5B at $GOOG.be interesting when these companies turn off buybacks to help fund all of this capX or at some point we reach the metaverse moment and someone asks for what the return on all this money is going to be (I realize that last one is difficult as it will sink many many companies revenue streams)"  [@BrokenMoats](/creator/x/BrokenMoats) on [X](/post/tweet/1948118653259698485) 2025-07-23 20:30:55 UTC 2180 followers, XXX engagements "There is no way the admin would actually let $UNP acquire $NSC Just contemplating it loud enough to make headlines is hard to get my head around. If they allow it perhaps $BA should consider buying Airbus if there are no rules on monopolies anymore"  [@BrokenMoats](/creator/x/BrokenMoats) on [X](/post/tweet/1945950447686000642) 2025-07-17 20:55:15 UTC 2186 followers, XXX engagements "$SYM 75x gross profit dollars for 2025e. I guess when you enter this level of fantasyland valuation no reason it can't trade at 100x gp% right"  [@BrokenMoats](/creator/x/BrokenMoats) on [X](/post/tweet/1945150188370231400) 2025-07-15 15:55:18 UTC 2180 followers, XXX engagements "$CLBT interested what the view here is Stock not performing well after arguably an unsustainable move to challenging valuation levels. Big pull back this year but still not "cheap" especially after the growth hiccup last quarter. Bigger issue is what to make of the management moves Long time CEO suddenly leaves w/ no replacement (still no replacement). Now a departure of the cfo albeit replaced by a reputable CFO (who has had good timing in the past at his various stops). Seems odd makes me worried of a bigger shoe to drop (accounting issues worse) or buyout But that seems less likely w/ the"  [@BrokenMoats](/creator/x/BrokenMoats) on [X](/post/tweet/1943328277361315991) 2025-07-10 15:15:41 UTC 2186 followers, 1567 engagements "Close to 80x GP$ for $SYM today. And while the stock might be up 3.5x since April. All that happened was there was a cfo change. But what hasn't changed is the two SEC investigations. Reality is coming for this company: The Company has been responding to requests for information from the SEC relating to an investigation by the SEC of alleged violations by the Company of Rule 21F-17 which prohibits actions to impede communications directly with the SEC staff about a possible securities law violation. The Company has received a subpoena from the SEC relating to its November 2024 restatement of"  [@BrokenMoats](/creator/x/BrokenMoats) on [X](/post/tweet/1945497600175775948) 2025-07-16 14:55:48 UTC 2187 followers, 1010 engagements "$LTBR the perpetual"next gen" nuclear fuel play doping new customers again this cycle. Oh and its one one of the new "hot" stocks: The only thing this company sells is stock. --170m accumulated deficit in less than XX years --10 employees --$0 revenue EVER The vast majority of their costs is SGA the little R&D they claim is almost entirely SBC with a little that goes to outsourced consultants. Every once in a while they work on a pilot w/ gov entity etc small and never goes anywhere. Great gig if you can get it all you have to do is keep selling stock and sit back and collect the free salary"  [@BrokenMoats](/creator/x/BrokenMoats) on [X](/post/tweet/1946434434997092732) 2025-07-19 04:58:26 UTC 2180 followers, 2006 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.]
@BrokenMoats Broken Moats
Broken Moats posts on X about $ilmn, $rblx, $unp, $dim the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.
Engagements: XXXXX #
- X Week XXXXXX +37%
- X Month XXXXXX -XX%
- X Months XXXXXXX +354%
- X Year XXXXXXX +1,797%
Mentions: XX #
- X Months XXX -XX%
- X Year XXX +167%
Followers: XXXXX #
- X Week XXXXX +1.50%
- X Month XXXXX +7.30%
- X Months XXXXX +118%
- X Year XXXXX +778%
CreatorRank: XXXXXXXXX #
Social Influence #
Social category influence stocks cryptocurrencies finance countries technology brands
Social topic influence $ilmn, $rblx, $unp, $dim, $dhr, $sym, $3626t, $csgp, rates, $an
Top assets mentioned Illumina, Inc. (ILMN) Roblox, Corp. (RBLX) UNIPOLY (UNP) Danaher Corporation (DHR) Symbotic Inc. Class A Common Stock (SYM) CoStar Group, Inc. (CSGP) AutoNation, Inc. (AN) Lithia Motors, Inc. (LAD) D R Horton Inc (DHI) Wormhole (W) PACCAR Inc (PCAR) Sezzle Inc. Common Stock (SEZL) Shakita Inu (SHAK) Globe Life Inc (GL) CSX Corporation (CSX) Electronic Arts Inc. (EA) Evai (EV) Hims & Hers Health, Inc. (HIMS) Acushnet Holdings Corp. (GOLF) Smooth Love Potion (SLP) Thermo Fisher Scientific Inc. (TMO) Alphabet Inc Class A (GOOGL) Norfolk Southern Corp. (NSC) Boeing Co (BA) Cellebrite DI Ltd. Class A Ordinary Shares (CLBT)
Top Social Posts #
Top posts by engagements in the last XX hours
"stubbornness of rate sensitive names to have any reflexivity to higher rates (now over X% XX year) is perplexing. $AN in $CSGP grab my attention as exposed. AN especially after the softer than anticipated preannounce from $LAD (looks like a beat when you read it but the sell side took numbers down recently and its actually lower growth than Q1 and tis past quarter should of benefitted from the initial tariff pricing and demand pull on autos in April/May). No guidance in pre announce and reversal in shape price suggests market thinks they ae likely hiding softening trends for the back half."
@BrokenMoats on X 2025-07-15 16:10:50 UTC 2185 followers, XXX engagements
"Shake out the non-profitable tech bubble and they come right in to redeploy to housing and healthcare and willing to bid up all day Market amazes everyday $ILMN $W $DHI $PCAR and on and on" @BrokenMoats on X 2025-07-22 19:56:24 UTC 2180 followers, XXX engagements
"Closed $SEZL short.this market and this stock are no longer tethered to reality. Hard to play but each trip was positive. But can't stick for the real fundamental move lower until the market changes its tune This wont help SEZL either - their customers likely fall into the abuser category" @BrokenMoats on X 2025-07-10 18:01:04 UTC 2180 followers, 2021 engagements
"Truist has now upgraded $SHAK 2x in less than X days. In the upgrade they noted "we believe SHAK missed Q2 store openings" and they adjusted their guide for the year (downward) to account for the lower store openings but cite a hopeful macro turn as the reasoning to buy.just imagine if Shak was actually executing how many more times this week they could upgrade them" @BrokenMoats on X 2025-07-09 13:14:00 UTC 2180 followers, XXX engagements
"$RBLX will claim a new record for concurrent gamers on 7/20 at 32m a near vertical ascent since late April (see below chart) This trend of concurrent user growth is what has driven the stock higher - stock chart is a graph of the concurrent user graph. The bulls/sell side will then extrapolate this to demographics and an untapped audience to sell marketing to overtime. The user data being cited appears to be highly questionable on both users and on to the marketing narrative. I encourage others to explore tis topic. Anyone with good resources to App/intenet traffic please reach out especially" @BrokenMoats on X 2025-07-20 22:45:19 UTC 2180 followers, XXX engagements
"$GL not like we should expect anything right from the mgmt team over there. But having to buyback an awfully large number of shares each quarter to mask the deteriorating underlying metrics on the business" @BrokenMoats on X 2025-07-23 20:19:59 UTC 2180 followers, XXX engagements
"$UNP rumors buying NSC. Now Buffet rumored on $CSX Great deal for railroad operators if regulators allow it. Horrible deal for shipping prices service and people in North America if allowed. We are testing the limits of anti trust with these contemplated mergers. If allowed might as well start pitching an AMZN/WMT tie up I can see the synergies already there clearly are no rules" @BrokenMoats on X 2025-07-21 21:25:00 UTC 2181 followers, 1052 engagements
"$ILMN Why Nothing in $DHR or $DIM earnings to support this move higher their markets remain under pressure incredibly odd move. X recent downgrades to go with that sentiment" @BrokenMoats on X 2025-07-22 16:24:42 UTC 2180 followers, XXX engagements
"Some actual things to keep in perspective as people have lost their mind on $RBLX nearing $90B in market cap and 10x the GP$/EV valuation as competitor $EA (52x v. 5x) A viral hit will need to be repeated to keep engagement - A developed hit inside the platform competes w/ other games on the same platform (screen time is limited it does not stack). Strong competition for limited screen time is coming - further adoption of switch X & GTA launch in coming months Platform or marketplace argument is farfetched - The average user spends $10/year on the platform (so if you think all of the sudden a" @BrokenMoats on X 2025-07-16 20:37:40 UTC 2187 followers, 1800 engagements
"More unproven treatments that $HIMS can try and push. Pipetides the catchall grift ongoing in the wellness category and it's no shock the least kosher actor in the Telehealth space wants in. But here's a look at some the big peptides from the guy who wrote the book on aging:" @BrokenMoats on X 2025-07-23 18:54:42 UTC 2180 followers, XXX engagements
"Curious how $GOLF powers higher on no volume when sports category has lagged all year" @BrokenMoats on X 2025-07-17 16:39:36 UTC 2182 followers, XXX engagements
"Buying $SLP today. Bad quarter all around. A lot is from issues plaguing the whole bio development space from admin cuts to NIH and broader uncertainty around scientific policy. But plenty is from their own doing after a spree of acquisitions by this mgmt team that has diluted the software revenue in overall mix and decimated a great high return fcf / roic business. That said the core software is still intact and a hidden gem at this point that hopefully can be unlocked by a new management team. Strongly welcome any activist to get under the sheets here and look at ADMET and GASTROPLUS they" @BrokenMoats on X 2025-07-15 15:19:05 UTC 2181 followers, 1068 engagements
"Anyone seen anything for the life science suppliers $DHR $TMO - $MRK.DE $DIM down X% can't find anything - assuming its the normal weakness in China and restocking taking longer but would love to know if there were comments at a conf or analyst" @BrokenMoats on X 2024-09-20 14:40:28 UTC 2186 followers, XXX engagements
"Farfetch failed Yoox a failure (Richemont essentially wrote off after activist pressure) Sacks is struggling - ultimately I think you have to ask how big the market is for designer fashion and high end online Its very niche (most sales are from a very limited number of costumers) and most people (even the very wealthy) want the in-store experience of going to these stores to be pampered and look and feel the product. Might be cheap and some one off things that cause moves but directionally I am not sure this category is a winner - a lot have tried and most have given up (that could be" @BrokenMoats on X 2025-07-18 14:56:21 UTC 2182 followers, 1390 engagements
"FCF down to 5B at $GOOG.be interesting when these companies turn off buybacks to help fund all of this capX or at some point we reach the metaverse moment and someone asks for what the return on all this money is going to be (I realize that last one is difficult as it will sink many many companies revenue streams)" @BrokenMoats on X 2025-07-23 20:30:55 UTC 2180 followers, XXX engagements
"There is no way the admin would actually let $UNP acquire $NSC Just contemplating it loud enough to make headlines is hard to get my head around. If they allow it perhaps $BA should consider buying Airbus if there are no rules on monopolies anymore" @BrokenMoats on X 2025-07-17 20:55:15 UTC 2186 followers, XXX engagements
"$SYM 75x gross profit dollars for 2025e. I guess when you enter this level of fantasyland valuation no reason it can't trade at 100x gp% right" @BrokenMoats on X 2025-07-15 15:55:18 UTC 2180 followers, XXX engagements
"$CLBT interested what the view here is Stock not performing well after arguably an unsustainable move to challenging valuation levels. Big pull back this year but still not "cheap" especially after the growth hiccup last quarter. Bigger issue is what to make of the management moves Long time CEO suddenly leaves w/ no replacement (still no replacement). Now a departure of the cfo albeit replaced by a reputable CFO (who has had good timing in the past at his various stops). Seems odd makes me worried of a bigger shoe to drop (accounting issues worse) or buyout But that seems less likely w/ the" @BrokenMoats on X 2025-07-10 15:15:41 UTC 2186 followers, 1567 engagements
"Close to 80x GP$ for $SYM today. And while the stock might be up 3.5x since April. All that happened was there was a cfo change. But what hasn't changed is the two SEC investigations. Reality is coming for this company: The Company has been responding to requests for information from the SEC relating to an investigation by the SEC of alleged violations by the Company of Rule 21F-17 which prohibits actions to impede communications directly with the SEC staff about a possible securities law violation. The Company has received a subpoena from the SEC relating to its November 2024 restatement of" @BrokenMoats on X 2025-07-16 14:55:48 UTC 2187 followers, 1010 engagements
"$LTBR the perpetual"next gen" nuclear fuel play doping new customers again this cycle. Oh and its one one of the new "hot" stocks: The only thing this company sells is stock. --170m accumulated deficit in less than XX years --10 employees --$0 revenue EVER The vast majority of their costs is SGA the little R&D they claim is almost entirely SBC with a little that goes to outsourced consultants. Every once in a while they work on a pilot w/ gov entity etc small and never goes anywhere. Great gig if you can get it all you have to do is keep selling stock and sit back and collect the free salary" @BrokenMoats on X 2025-07-19 04:58:26 UTC 2180 followers, 2006 engagements