[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.]

# ![@FragmentsValue Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::880767941943451648.png) @FragmentsValue FRAGMENTS Value

FRAGMENTS Value posts on X about $qqq, $nvda, $aapl, $msft the most. They currently have XXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.

### Engagements: XXX [#](/creator/twitter::880767941943451648/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::880767941943451648/c:line/m:interactions.svg)

- X Week XXXXX -XX%
- X Month XXXXX -XX%

### Mentions: XX [#](/creator/twitter::880767941943451648/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::880767941943451648/c:line/m:posts_active.svg)

- X Week XX -XX%
- X Month XXX -XXXX%

### Followers: XXX [#](/creator/twitter::880767941943451648/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::880767941943451648/c:line/m:followers.svg)

- X Week XXX +0.86%
- X Month XXX +24%

### CreatorRank: XXXXXXXXX [#](/creator/twitter::880767941943451648/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::880767941943451648/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  XXXXX% [technology brands](/list/technology-brands)  XXXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXXX% [finance](/list/finance)  XXXXX% [automotive brands](/list/automotive-brands)  XXXXX% [countries](/list/countries)  XXXX% [agencies](/list/agencies)  #179 [travel destinations](/list/travel-destinations)  XXXX% [exchanges](/list/exchanges)  XXXX%

**Social topic influence**
[$qqq](/topic/$qqq) #354, [$nvda](/topic/$nvda) #2223, [$aapl](/topic/$aapl) #321, [$msft](/topic/$msft) #182, [$amzn](/topic/$amzn) #292, [$spy](/topic/$spy) #864, [$tsla](/topic/$tsla) #607, [qqq](/topic/qqq) #403, [$dal](/topic/$dal) #47, [$ual](/topic/$ual) #16

**Top accounts mentioned or mentioned by**
[@fragmentsvaluenotec165031718r1fqo4l](/creator/undefined)

**Top assets mentioned**
[NVIDIA Corp. (NVDA)](/topic/$nvda) [Apple, Inc. (AAPL)](/topic/$aapl) [Microsoft Corp. (MSFT)](/topic/$msft) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [SPDR S&P XXX ETF Trust (SPY)](/topic/$spy) [Tesla, Inc. (TSLA)](/topic/$tsla) [DAOLaunch (DAL)](/topic/$dal) [United Airlines Holdings, Inc. (UAL)](/topic/$ual) [American Airlines Group Inc (AAL)](/topic/$aal) [Southwest Airlines Co (LUV)](/topic/$luv) [General Electric Company (GE)](/topic/$ge) [Spirit Aerosystems Holdings, Inc. (SPR)](/topic/$spr) [Advanced Micro Devices (AMD)](/topic/$amd) [Brookfield Asset Management Inc (BAM)](/topic/$bam) [Smartshare (SSP)](/topic/$ssp) [Netflix Inc (NFLX)](/topic/$nflx) [Balancer (BAL)](/topic/$bal) [Kohl's Corporation (KSS)](/topic/$kss) [Walmart, Inc. (WMT)](/topic/$wmt) [Brookfield Corporation (BN)](/topic/$bn) [SPDR GOLD ETF (GLD)](/topic/$gld) [Super Micro Computer, Inc. Common Stock (SMCI)](/topic/$smci) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Metadium (META)](/topic/$meta) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Roku, Inc. (ROKU)](/topic/$roku) [TEGNA Inc. (TGNA)](/topic/$tgna) [NextDecade Corporation Common Stock (NEXT)](/topic/$next) [Carnomaly (CARR)](/topic/$carr) [Ambac Financial Group, Inc. (AMBC)](/topic/$ambc) [Dayforce, Inc. (DAY)](/topic/$day) [BILL THE BEAR (BILL)](/topic/$bill) [DoubleVerify Holdings, Inc. (DV)](/topic/$dv) [Alibaba Group (BABA)](/topic/$baba) [Comcast Corporation (CMCSA)](/topic/$cmcsa) [Charter Communications Inc (CHTR)](/topic/$chtr) [Spotify Technology (SPOT)](/topic/$spot) [DisChain (DIS)](/topic/$dis) [Warner Bros Discovery, Inc. (WBD)](/topic/$wbd) [Paramount Global (PARA)](/topic/$para) [Interpublic Group of Companies Inc (IPG)](/topic/$ipg) [Omnicom Group Inc. (OMC)](/topic/$omc) [Intel Corporation (INTC)](/topic/$intc) [Brookfield Renewable Partners L.P. (BEP)](/topic/$bep) [Clearway Energy, Inc. Class C Common Stock (CWEN)](/topic/$cwen) [GameStop, Corp. (GME)](/topic/$gme) [AMC Entertainment Holdings, Inc. (AMC)](/topic/$amc) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [AdvanSix Inc. (ASIX)](/topic/$asix) [Ryan Specialty Group, Inc. (RYAN)](/topic/$ryan) [Neurobro (BRO)](/topic/$bro) [Unifirst Corp (UNF)](/topic/$unf) [FedEx Corporation (FDX)](/topic/$fdx) [United Parcel Service, Inc. (UPS)](/topic/$ups)
### Top Social Posts
Top posts by engagements in the last XX hours

"📺 New FRAGMENTS drop. In a X% world talk is cheap. Cheques arent. 💸 This weeks tape: CEO of $CARR buying his own drawdown Strategic money adding size to $NEXT LNG Big voices warning on AI pricing & private credit We put it all in one cockpit: Shareholder letters big-money media & Form X insider buys. 🔓 New FRAGMENTS episode is live: $GME $AMC $HOOD $NIO $RIVN $SHOP $SQ $LCID $INTC $BABA"  
[X Link](https://x.com/FragmentsValue/status/1994919555043360814)  2025-11-30T00:01Z XXX followers, XXX engagements


"Most people love value until it means living in the ugliest XX% of the market for real. Tonights piece breaks down how Caroline Cai @ Pzena actually runs that game: cheapest XX% bucket Teleperformance vs AI panic Japan: from value trap to being fixed Just playbook. Read here 👇 $ASIX $QQQ $KSS $WMT $GLD $SSP $BN $BAM $TSLA $NVDA $AAPL $AMZN $MSFT $PYPL $BABA $AMD $GOOGL $NFLX $UNH $COIN $SHOP $HON $CE $EMN $HUN $DOW $LYB $OLN $WLK $CF $MOS"  
[X Link](https://x.com/FragmentsValue/status/1995682079255003507)  2025-12-02T02:31Z XXX followers, XX engagements


"DEEP VALUE REPORT OCTAVE SPECIALTY GROUP ( $OSG ) (ex- $AMBC) Updated Specialty platforms like $RYAN and $BRO trade at XX book. $OSG Cleaned up the ghost of Ambac A- rated carrier + MGA platform + health benefits leg Still stuck around XXX book In today's Deep Value Report I break down Bear / Base and Bull cases. If you like mispricings Cundill Marks or Zell would read twice this ones for you. 🔍📈 HERE: $QQQ $NVDA $TSLA $CB $HIG $WRB $ALL $RE $RGA $PGR $AIZ $TRV $CNA $HCI"  
[X Link](https://x.com/FragmentsValue/status/1996732123429196283)  2025-12-05T00:03Z XXX followers, XX engagements


"Buffett Icahn Singer all watch the same thing: who wants control at this price Our new READ THE ECONOMY decodes the weeks filings across $NCPL $NDLS $UNF $UTI $KNOP plus passive flows in $DAY $BILL $DV $EU. Not meme stocks. Control value. HERE: #activism #DeepValue #13D #13G $QQQ $NFLX"  
[X Link](https://x.com/FragmentsValue/status/1998083402549932319)  2025-12-08T17:33Z XXX followers, XXX engagements


"✈ From ruin to revival and maybe back to turbulence. Our full case study on #AirCanada how culture can be the hidden asset or the hidden liability. 👉 Read here: $AC.TO $DAL $UAL $AAL $LUV $AF.PA $RYAAY $BA.L $GE $SPR $QQQ $SPY $TSX"  
[X Link](https://x.com/FragmentsValue/status/1974143771093962907)  2025-10-03T16:05Z XXX followers, XXX engagements


"📺 New FRAGMENTS drop. Everyone is staring at AI charts. Almost nobody is reading the receipts: 📝 Clearfields letter turning a fibre boom hangover into GAAP profit 🎙 Dalio / Marks / Burry on bubbles & credit 🧾 Fresh Form X buys in $CARR and $NEXT This is WHAT THEY WROTE SAID & BOUGHT THIS WEEK. Read the behaviour not the headlines. 👇 $SPY $QQQ $IWM $SMCI $PLTR $SOFI $COIN $BTC $ETH $MARA"  
[X Link](https://x.com/FragmentsValue/status/1994806308772745608)  2025-11-29T16:31Z XXX followers, XXX engagements


"While everyone quotes GDP and the Fed we went to the docks. The Silent Macro Signals Part I: When ships go quiet before economists do. Maersk $FDX $UPS $DANONE the slowdown starts at the waterline. $QQQ $AOUT $OIL $KSS $WMT $GLD $SSP $BN $BAM $TSLA $NVDA $AAPL $AMZN $MSFT $PYPL $BABA $AMD $GOOGL"  
[X Link](https://x.com/FragmentsValue/status/1996020923531411924)  2025-12-03T00:57Z XXX followers, XXX engagements


"🔥 New FRAGMENTS case study: #AirCanada The most overlooked asset isnt Aeroplan or jets. Its the employees who still want the comeback to succeed. $AC.TO $DAL $UAL $AAL $LUV $AF.PA $RYAAY $BA.L $GE $SPR $QQQ $SPY $TSX"  
[X Link](https://x.com/FragmentsValue/status/1974144282115400103)  2025-10-03T16:07Z XXX followers, XXX engagements


"💡 Every cycle has turbulence but #AirCanada still has a crew of 30000+ pushing for lift. Thats the real hidden asset. 👉 Case study here: $AC.TO $DAL $UAL $AAL $LUV $AF.PA $RYAAY $BA.L $GE $SPR $QQQ $SPY $TSX"  
[X Link](https://x.com/FragmentsValue/status/1974144618934751236)  2025-10-03T16:08Z XXX followers, XXX engagements


"🚨 New CEO Series Fragments Ed Bastian (Delta) vs the rest. Why tone on employees = hidden alpha in airlines. This first episode is free this week only. $AC.TO $DAL $UAL $AAL $LUV $AF.PA $RYAAY $BA.L $GE $SPR $QQQ $SPY $TSX $AAPL $NVDA"  
[X Link](https://x.com/FragmentsValue/status/1975932489358365093)  2025-10-08T14:33Z XXX followers, XXX engagements


"I only fly on Delta crewed airplanes. Ed Bastian Most CEOs talk contracts. He talks people. Thats why Delta flies different. Fragments CEO Series free this week paid after. $AC.TO $DAL $UAL $AAL $LUV $RYAAY $GE $SPR $QQQ $SPY $TSX $AAPL $NVDA"  
[X Link](https://x.com/FragmentsValue/status/1975977238698000555)  2025-10-08T17:31Z XXX followers, XXX engagements


"Airlines crash. Numbers collapse. Culture is the only asset that compounds. Ed Bastian (Delta) proves it Air Canada American United Different story. Read the full CEO Series link $AC.TO $DAL $UAL $AAL $LUV $RYAAY $BA.L $GE $SPR $QQQ $SPY $TSX"  
[X Link](https://x.com/FragmentsValue/status/1976014987416989854)  2025-10-08T20:01Z XXX followers, XXX engagements


"✈ Back to Canada Ben Smith built dtente in Paris. Air Canada now faces its own cultural cracks. The cycle might loop back to Montreal. Full deep-value report 👇 #Aircanada $AC.TO $SNCY $ALGT $CPA $JPM $BAC $NVDA $TSLA $AAPL $MSFT $QQQ $SMCI $AMD $GOOG $META $SPY $VIX $ETH $XOM $CVX $DAL $UAL $AAL $LUV"  
[X Link](https://x.com/FragmentsValue/status/1979246280611336596)  2025-10-17T18:01Z XXX followers, XXX engagements


"Deep Value Report AMC Networks Inc $AMCX Everyone is refreshing the big streamers while a XX% FCF yield sits in plain sight. New report just dropped. 🎬📉 $AMCX $NFLX $DIS $WBD $PARA $CMCSA $ROKU $LGF.B $CHTR $RBLX $SPOT $IPG $OMC $FOX $FOXA $TKO $T $VZ $SONY $NWSA"  
[X Link](https://x.com/FragmentsValue/status/1996905641777287601)  2025-12-05T11:33Z XXX followers, XXX engagements


"🎬 New FRAGMENTS Fund Manager Series Inside the mindset of Richard Pzena: the guy who kept saying value while everyone else rebranded to quality and compounders. If you think value is dead you might want to read this before the next cycle 👀 HERE: #FRAGMENTS #FundManagerSeries #RichardPzena #ValueInvesting #DeepValue #Stocks #Fintwit $AAPL $MSFT $NVDA $AMZN $META $GOOGL $TSLA $BRK.B $XIFR $SIRI $PKST $OSG $ASTL $MERC $CLW $LAND $AFCG $GTN"  
[X Link](https://x.com/FragmentsValue/status/1998181548995330498)  2025-12-09T00:03Z XXX followers, XX engagements


"🚀 DAILY PLUS is live. Operator tape today: finish the work post the receipts. Inside: Decision Line (2 numbers sizing) Watchlist Impact (5 names each with one dated proof next) Ticker-in-Focus: $AOUT Druckenmiller interview Andy Grove playbook Sam Zell quiet tape move. 🔒 Here: $QQQ $PKST $TSLA $NVDA $AAPL $AMZN $META $MSFT $PLTR $AMD $NFLX $GOOGL $UNH $BABA $PYPL $INTC $MU $WBD $SQ $COIN $ROKU $GME $GLD"  
[X Link](https://x.com/FragmentsValue/status/1988548071488156106)  2025-11-12T10:03Z XXX followers, XX engagements


"Operator rule of the day: Shipping cash refunds by the close keep size; else cut and repair. Ticker-in-Focus $AOUT (holiday): watch turns and DIO. Start with Amanda Blancs capital-allocation segment (NBIM). Afternoon boards update inside. 📈 HERE: $AOUT $KSS $WMT $QQQ $GLD $TGNA $SSP $BN $BAM $TSLA $NVDA $AAPL $AMZN $MSFT $PYPL $BABA $AMD $GOOGL $NFLX $INTC $UNH $COIN $SHOP $OIL"  
[X Link](https://x.com/FragmentsValue/status/1988955758432776664)  2025-11-13T13:03Z XXX followers, XX engagements


"Deep Value Report American Outdoor Brands $AOUT is live. Everyone talks outdoor slowdown. We ran the math. $AOUTs mix + DTC can lift GM to the Decision Line; hidden assets add $2.5$6.0/sh cushion. Buybacks authorized. If receipts hit twice multiple moves first. 🧾 HERE: $AOUT $OIL $KSS $WMT $QQQ $GLD $TGNA $SSP $BN $BAM $TSLA $NVDA $AAPL $AMZN $MSFT $PYPL $BABA $AMD $GOOGL $NFLX $INTC $UNH $COIN $SHOP"  
[X Link](https://x.com/FragmentsValue/status/1989374517198692427)  2025-11-14T16:47Z XXX followers, XX engagements


"This week we line up shareholder letters media tells (Buffett / Howard Marks / Druckenmiller) and Form X insider buys. Who actually wrote checks $PENN $NCLH $OHI $LSCC $OPEN XXX% free first edition read now ➜ $ABNB $ROKU $COIN $SQ $MNDY $PENN $NCLH $OHI $LSCC $OPEN $HHH $BX $NVDA $SMCI $AVGO $DKNG $CCL $RCL $PYPL $BRK.B $QQQ"  
[X Link](https://x.com/FragmentsValue/status/1989678993595883809)  2025-11-15T12:56Z XXX followers, XXX engagements


"READ THE ECONOMY What 13D 13G and Poison Pills Are Whispering Right Now 📡 While everyone is arguing about soft vs hard landing the real tape is in the filings. Fresh 13D 13G & poison pills in names like $CTIRI $OMI $MNRO $GROY are screaming where control value is moving not CNBC. New FRAGMENTS: READ THE ECONOMY What 13D 13G and Poison Pills Are Whispering Right Now: $AAPL $MSFT $NVDA $TSLA $META $AMZN $GOOGL $AMD $AVGO $SMCI $ARM $PLTR $SHOP $NFLX $UBER $SQ $COIN $BTC"  
[X Link](https://x.com/FragmentsValue/status/1996179693423170028)  2025-12-03T11:28Z XXX followers, XXX engagements


"DEEP VALUE REPORT OCTAVE SPECIALTY GROUP ( $OSG ) (ex- $AMBC) Updated When the CEO the chairman Michael Price and deep-value shops like Tontine Third Avenue and Repertoire are all writing 6-figure checks into the same name You can ignore the story but remember: they have more to lose than we do as small investors. Deep dive on $OSG (ex-$AMBC) HERE: 🧱📊 $MTG $RDNR $AGO $NMIH $EIG $STC $TIPT $ITIC $QQQ $NVDA $TSLA"  
[X Link](https://x.com/FragmentsValue/status/1996591068637188408)  2025-12-04T14:43Z XXX followers, XXX engagements


"Deep Value Report AMC Networks Inc $AMCX Buffett/Klarman lens on media = cash debt salvage. AMCX screens like the orphan in the group XX% FCF yield with real assets behind it. $AMCX $LGF.B $PARA $WBD $IPG $OMC $CMCSA $DIS $NFLX $ROKU $RUM $SPOT $CHTR $NXST $GTN $BALY $IHRT $TGNA $SIRI $LYV"  
[X Link](https://x.com/FragmentsValue/status/1996928040710873234)  2025-12-05T13:02Z XXX followers, XXX engagements


"Boards arming pills in $SSP $GNK $NB $GROY $IMMR while specialists quietly reload $DAY $BILL $DV. If you only watch $SPY and $QQQ youre missing the control tape. ✈📡 HERE: #PoisonPill #SEC #ControlValue #investing"  
[X Link](https://x.com/FragmentsValue/status/1998183562407739452)  2025-12-09T00:11Z XXX followers, XXX engagements


"🎬 New FRAGMENTS Fund Manager Series Richard Pzena the quiet backbone of real value investing. No factor cosplay no quality marketing spin; just earnings cycles and the courage to look wrong before being right. Operators will love this one. HERE: #FRAGMENTS #DeepValue #ValueInvesting #Pzena #HedgeFunds #AssetManagement #Fintwit $AAPL $MSFT $NVDA $AMZN $META $GOOGL $TSLA $BRK.B $XIFR $SIRI $PKST $OSG $ASTL $MERC $CLW $LAND $AFCG $GTN"  
[X Link](https://x.com/FragmentsValue/status/1998207721129304517)  2025-12-09T01:47Z XXX followers, XX engagements


"⚡DEEP VALUE REPORT XPLR Infrastructure( $XIFR ) New Q3 on $XIFR: busted-yieldco price for a 10GW contracted fleet in a power-short world. Think Brookfield/Apollo style clean-up but public. #DeepValue #ValueInvesting $NEE $BEP $CWEN $AY $BAM $BIP $DUK $SO $ENB $TRP $FTS $AQN $NEP $TSLA $NVDA $MSFT $AMZN"  
[X Link](https://x.com/FragmentsValue/status/1998362743569797503)  2025-12-09T12:03Z XXX followers, XX engagements


"⚡DEEP VALUE REPORT XPLR Infrastructure( $XIFR ) AI tickers rip ⚡ while the grid quietly tightens. Our new $XIFR deep dive maps what happens when repowers + CEPF cleanup meet data-center demand. #DeepValue #Infrastructure $NVDA $GOOGL $META $ORCL $CRM $AMD $SMCI $EQIX $DLR $CNP $ETR $PCG $AES $EXC $BEP $CWEN $AY"  
[X Link](https://x.com/FragmentsValue/status/1998430187118289404)  2025-12-09T16:31Z XXX followers, XX engagements


"🚨 ANTI DEEP VALUE REPORT $NVDA 🔥 Everyone calls it the AI shovel. We call it the Anti Deep Value playbook. Peak-cycle cash flows. No asset floor. Crowd all-in. What Peter Cundill Michael Burry & Howard Marks would actually see here Read the full Article: 🧠👇 #AI #DeepValue #Investing #NVIDIA #Markets #Fragments $NVDA $AMD $INTC $TSLA $MSFT $GOOG $META $AMZN $CRM $AAPL $AVGO $TSM $SMCI $QCOM $ORCL $MU $BABA $ADBE $NFLX"  
[X Link](https://x.com/FragmentsValue/status/1998725131682877533)  2025-12-10T12:03Z XXX followers, XX engagements