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# ![@MultiMismanaged Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1093239941042241536.png) @MultiMismanaged PassiveBubble

PassiveBubble posts on X about $acn, $blnd, $rkt, accenture the most. They currently have XXXXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.

### Engagements: XXX [#](/creator/twitter::1093239941042241536/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1093239941042241536/c:line/m:interactions.svg)

- X Week XXXXX -XX%
- X Month XXXXXXX +396%
- X Months XXXXXXX -XXXX%
- X Year XXXXXXX +142,207%

### Mentions: XX [#](/creator/twitter::1093239941042241536/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1093239941042241536/c:line/m:posts_active.svg)

- X Week XX -XX%
- X Month XXX +124%
- X Months XXX -XXXX%
- X Year XXX +19,500%

### Followers: XXXXX [#](/creator/twitter::1093239941042241536/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1093239941042241536/c:line/m:followers.svg)

- X Week XXXXX +1.20%
- X Month XXXXX +20%
- X Months XXXXX +70%

### CreatorRank: undefined [#](/creator/twitter::1093239941042241536/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1093239941042241536/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1093239941042241536/influence)
---

**Social category influence**
[stocks](/list/stocks)  XXXX% [technology brands](/list/technology-brands)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX% [finance](/list/finance)  XXXX%

**Social topic influence**
[$acn](/topic/$acn) #28, [$blnd](/topic/$blnd) #3, [$rkt](/topic/$rkt) #50, [accenture](/topic/accenture) #134, [$infy](/topic/$infy) #311, [$wit](/topic/$wit) #13, [stocks](/topic/stocks) 1.59%, [$sofi](/topic/$sofi) 1.59%, [$bfam](/topic/$bfam) 0.79%, [$ctsh](/topic/$ctsh) XXXX%

**Top accounts mentioned or mentioned by**
[@milehighmonk](/creator/undefined) [@augustxbear](/creator/undefined) [@tradenot](/creator/undefined) [@alphaporgs](/creator/undefined) [@degenlanecap](/creator/undefined) [@kahnwaldcap](/creator/undefined) [@pulte](/creator/undefined) [@nghamsari](/creator/undefined) [@carlosdelapaz33](/creator/undefined) [@averagedipbuyer](/creator/undefined) [@updating_priors](/creator/undefined) [@dreddie27](/creator/undefined) [@theflycom](/creator/undefined) [@blondesnmoney](/creator/undefined) [@secscottbessent](/creator/undefined) [@ustreasury](/creator/undefined) [@thehuntsman23](/creator/undefined) [@fidelity](/creator/undefined) [@kingdomcapadv](/creator/undefined) [@nanselmo92](/creator/undefined)

**Top assets mentioned**
[Accenture (ACN)](/topic/$acn) [Rocket Companies, Inc. (RKT)](/topic/$rkt) [Infosys Limited (INFY)](/topic/$infy) [Witnet (WIT)](/topic/$wit) [RAI Finance (SOFI)](/topic/$sofi) [BRIGHT HORIZONS FAMILY SOLUTIONS INC. (BFAM)](/topic/$bfam) [Cognizant Technology Solutions Corp (CTSH)](/topic/$ctsh) [Louisiana-Pacific Corp. (LPX)](/topic/$lpx) [Builders FirstSource, Inc. (BLDR)](/topic/$bldr) [Zions Bancorporation, NA. (ZION)](/topic/$zion) [Walrus (WAL)](/topic/$wal) [CarMax, Inc (KMX)](/topic/$kmx) [Capital One Financial Corp. (COF)](/topic/$cof) [Ally Financial, Inc. (ALLY)](/topic/$ally) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Wormhole (W)](/topic/$w) [Costco Hot Dog (COST)](/topic/$cost) [Walmart, Inc. (WMT)](/topic/$wmt) [Brunswick Corporation (BC)](/topic/$bc) [Treehouse (TREE)](/topic/$tree) [Oracle Corporation (ORCL)](/topic/$orcl)
### Top Social Posts [#](/creator/twitter::1093239941042241536/posts)
---
Top posts by engagements in the last XX hours

"Recently initiated a new short in the child daycare center operator $BFAM (Bright Horizons). Putting aside the fact that they clearly have weak hiring and training practices demonstrated by horrible abuse at their Columbus Circle location the proliferation of Universal PreK lead by California is already pressuring enrollment and this pressure is going to continue to grow. If Mamdani is elected expect a big push towards Universal PreK in NYC. They are a premium product but clearly have issues with controls and California and New York are two of their biggest states. The stock still trades at"  
[X Link](https://x.com/MultiMismanaged/status/1960710717453090989) [@MultiMismanaged](/creator/x/MultiMismanaged) 2025-08-27T14:27Z 1104 followers, XXX engagements


"BPO names getting wrecked today on terrible TCS outlook. $ACN $INFY $WIT $CTSH. This is just the beginning. AI is not a good thing for outsourced IT body-shop model charging by the hour"  
[X Link](https://x.com/MultiMismanaged/status/1943305529394368586) [@MultiMismanaged](/creator/x/MultiMismanaged) 2025-07-10T13:45Z 1104 followers, 3052 engagements


"$RKT found support and now flipped green. Feels like the bottom is starting to come on the mortgage names. $BLND is starting to bottom is likely next"  
[X Link](https://x.com/MultiMismanaged/status/1976338899829182766) [@MultiMismanaged](/creator/x/MultiMismanaged) 2025-10-09T17:28Z 1104 followers, XXX engagements


"My take is that @pulte and the administration want the homebuilders to build more and reduce prices even if it hurts their margins / returns. This might hurt the homebuilder stocks in the short term but should help to kickstart housing turnover and help boost mortgage volumes for $RKT / $BLND"  
[X Link](https://x.com/MultiMismanaged/status/1975922030017937766) [@MultiMismanaged](/creator/x/MultiMismanaged) 2025-10-08T13:51Z 1104 followers, 1016 engagements


"@pulte Also explains market reaction with homebuilders down today but stocks like $BLDR and $LPX in the green"  
[X Link](https://x.com/MultiMismanaged/status/1975922813526548583) [@MultiMismanaged](/creator/x/MultiMismanaged) 2025-10-08T13:54Z 1104 followers, XXX engagements


"$KRE seems to be a good short here. $ZION and $WAL two big constituents reporting surprise credit problems. Hard to imagine that they are unique. Feels like a C&I credit cycle could be underway"  
[X Link](https://x.com/MultiMismanaged/status/1978814813288403239) [@MultiMismanaged](/creator/x/MultiMismanaged) 2025-10-16T13:26Z 1104 followers, 1364 engagements


"$KMX . Not a great datapoint for consumer finance $ALLY $SOFI $COF CarMax Auto Finance.(4) CAF income decreased XXXX% to $XXXXX million as an increase in the provision for loan losses outweighed growth in CAFs net interest margin percentage. This quarters provision for loan losses was $XXXXX million compared to $XXXXX million in the prior years second quarter. The provision for loan losses in the second quarter of fiscal 2026 included an increase of $XXXX million in our estimate of lifetime losses on existing loans primarily due to worsening performance among the 2022 and 2023 vintages."  
[X Link](https://x.com/MultiMismanaged/status/1971239301682798691) [@MultiMismanaged](/creator/x/MultiMismanaged) 2025-09-25T15:44Z 1102 followers, XXX engagements


"Trying to sort out why $AMZN keeps lagging while $W and $COST and $WMT keep outperforming 🧐"  
[X Link](https://x.com/MultiMismanaged/status/1978461409135476926) [@MultiMismanaged](/creator/x/MultiMismanaged) 2025-10-15T14:02Z 1104 followers, XXX engagements


"$BC time for a catch-up. Stock is 6x to 8x mid-cycle eps and were going to go up from here with the stock market hitting all time highs and business-friendly policies. JPMorgan raised the firm's price target on Brunswick to $XX from $XX and keeps a Neutral rating on the shares after hosting investor meetings with management. The firm says Q3-to-date boat retail sales tracking flat year-over-year holding July's trend led by significant improvement within the value category. This aligns with Brunswick's expectation for retail boat units to finish fiscal 2025 at 23500 units the analyst tells"  
[X Link](https://x.com/MultiMismanaged/status/1970458133177729077) [@MultiMismanaged](/creator/x/MultiMismanaged) 2025-09-23T12:00Z 1103 followers, XXX engagements


"$ACN clearly company is doing very well and everything is awesome"  
[X Link](https://x.com/MultiMismanaged/status/1972264307082793438) [@MultiMismanaged](/creator/x/MultiMismanaged) 2025-09-28T11:37Z 1103 followers, 2168 engagements


"$ACN AI strategy failure confirmation. Also some good reddit bathroom reading"  
[X Link](https://x.com/MultiMismanaged/status/1973794610591015127) [@MultiMismanaged](/creator/x/MultiMismanaged) 2025-10-02T16:58Z 1103 followers, 1144 engagements


"@AverageDipBuyer This is just a securitization of a pool of their personal loans. Similar to what they put on their balance sheet. $SOFI doesnt do subprime in the strict sense of the definition"  
[X Link](https://x.com/MultiMismanaged/status/1973820595180838949) [@MultiMismanaged](/creator/x/MultiMismanaged) 2025-10-02T18:41Z 1104 followers, XXX engagements


"Just hit $BLND: Blend Unveils Vision for Intelligent Origination: A New Operating Model for Lending Blend Blends Intelligent Origination represents a new class of applied AIone that operates within the execution layer of lending not on top of it. By orchestrating data documents and product rules in context the system moves from isolated task automation to continuous end-to-end execution. Unlike standalone AI tools Intelligent Origination connects every part of the process through a unified model that understands relationships across loan-level data borrower documents and investor guidelines."  
[X Link](https://x.com/MultiMismanaged/status/1978498445334737347) [@MultiMismanaged](/creator/x/MultiMismanaged) 2025-10-15T16:29Z 1104 followers, XXX engagements


"Have been mostly uninvolved in the AI cycle since making a lot on the Deepseek crash earlier this year but am now leaning decently short it. The capex numbers are starting to get too big when I look at the promises for 2026 to 2027 time frame. If demand doesn't materialize in a big way it feels like the flywheel crashes. From a technical standpoint it feels good as the market is being propped up by mostly extremely speculative stocks that have little valuation support"  
[X Link](https://x.com/MultiMismanaged/status/1978549960628195583) [@MultiMismanaged](/creator/x/MultiMismanaged) 2025-10-15T19:54Z 1104 followers, XXX engagements


"Weak $INFY and $WIT results don't bode well for $ACN. Growth continues to be stalled out. The secular pressures are likely just beginning"  
[X Link](https://x.com/MultiMismanaged/status/1978815350943686862) [@MultiMismanaged](/creator/x/MultiMismanaged) 2025-10-16T13:28Z 1103 followers, XXX engagements


"Not the best header for the AI bulls. How can we keep raising higher and higher piles of cash when utilization isn't even there yet on what we have"  
[X Link](https://x.com/MultiMismanaged/status/1978865019061227842) [@MultiMismanaged](/creator/x/MultiMismanaged) 2025-10-16T16:46Z 1103 followers, XXX engagements


"What happens when you put a lawyer in charge of a technology company $ACN"  
[X Link](https://x.com/MultiMismanaged/status/1972277189086453935) [@MultiMismanaged](/creator/x/MultiMismanaged) 2025-09-28T12:28Z 1103 followers, XXX engagements


"$TREE just planning to stay halted all day Been halted for XX minutes. Anyone have a clue what is going on"  
[X Link](https://x.com/MultiMismanaged/status/1977751496797061436) [@MultiMismanaged](/creator/x/MultiMismanaged) 2025-10-13T15:01Z 1104 followers, 1080 engagements


"Biggest area of opportunity in the market right now IMO. Seasonal weakness happening right on schedule expect an uplift in late October into November $RKT $BLND"  
[X Link](https://x.com/MultiMismanaged/status/1978495990039527647) [@MultiMismanaged](/creator/x/MultiMismanaged) 2025-10-15T16:19Z 1104 followers, 1062 engagements


"$ORCL pumps the market by talking about hypothetical AI infrastructure margins. If this pump fails the market is limit down. Watching this carefully into the close today"  
[X Link](https://x.com/MultiMismanaged/status/1978883204871262409) [@MultiMismanaged](/creator/x/MultiMismanaged) 2025-10-16T17:58Z 1104 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.]

@MultiMismanaged Avatar @MultiMismanaged PassiveBubble

PassiveBubble posts on X about $acn, $blnd, $rkt, accenture the most. They currently have XXXXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.

Engagements: XXX #

Engagements Line Chart

  • X Week XXXXX -XX%
  • X Month XXXXXXX +396%
  • X Months XXXXXXX -XXXX%
  • X Year XXXXXXX +142,207%

Mentions: XX #

Mentions Line Chart

  • X Week XX -XX%
  • X Month XXX +124%
  • X Months XXX -XXXX%
  • X Year XXX +19,500%

Followers: XXXXX #

Followers Line Chart

  • X Week XXXXX +1.20%
  • X Month XXXXX +20%
  • X Months XXXXX +70%

CreatorRank: undefined #

CreatorRank Line Chart

Social Influence #


Social category influence stocks XXXX% technology brands XXXX% cryptocurrencies XXXX% finance XXXX%

Social topic influence $acn #28, $blnd #3, $rkt #50, accenture #134, $infy #311, $wit #13, stocks 1.59%, $sofi 1.59%, $bfam 0.79%, $ctsh XXXX%

Top accounts mentioned or mentioned by @milehighmonk @augustxbear @tradenot @alphaporgs @degenlanecap @kahnwaldcap @pulte @nghamsari @carlosdelapaz33 @averagedipbuyer @updating_priors @dreddie27 @theflycom @blondesnmoney @secscottbessent @ustreasury @thehuntsman23 @fidelity @kingdomcapadv @nanselmo92

Top assets mentioned Accenture (ACN) Rocket Companies, Inc. (RKT) Infosys Limited (INFY) Witnet (WIT) RAI Finance (SOFI) BRIGHT HORIZONS FAMILY SOLUTIONS INC. (BFAM) Cognizant Technology Solutions Corp (CTSH) Louisiana-Pacific Corp. (LPX) Builders FirstSource, Inc. (BLDR) Zions Bancorporation, NA. (ZION) Walrus (WAL) CarMax, Inc (KMX) Capital One Financial Corp. (COF) Ally Financial, Inc. (ALLY) Amazon.com, Inc. (AMZN) Wormhole (W) Costco Hot Dog (COST) Walmart, Inc. (WMT) Brunswick Corporation (BC) Treehouse (TREE) Oracle Corporation (ORCL)

Top Social Posts #


Top posts by engagements in the last XX hours

"Recently initiated a new short in the child daycare center operator $BFAM (Bright Horizons). Putting aside the fact that they clearly have weak hiring and training practices demonstrated by horrible abuse at their Columbus Circle location the proliferation of Universal PreK lead by California is already pressuring enrollment and this pressure is going to continue to grow. If Mamdani is elected expect a big push towards Universal PreK in NYC. They are a premium product but clearly have issues with controls and California and New York are two of their biggest states. The stock still trades at"
X Link @MultiMismanaged 2025-08-27T14:27Z 1104 followers, XXX engagements

"BPO names getting wrecked today on terrible TCS outlook. $ACN $INFY $WIT $CTSH. This is just the beginning. AI is not a good thing for outsourced IT body-shop model charging by the hour"
X Link @MultiMismanaged 2025-07-10T13:45Z 1104 followers, 3052 engagements

"$RKT found support and now flipped green. Feels like the bottom is starting to come on the mortgage names. $BLND is starting to bottom is likely next"
X Link @MultiMismanaged 2025-10-09T17:28Z 1104 followers, XXX engagements

"My take is that @pulte and the administration want the homebuilders to build more and reduce prices even if it hurts their margins / returns. This might hurt the homebuilder stocks in the short term but should help to kickstart housing turnover and help boost mortgage volumes for $RKT / $BLND"
X Link @MultiMismanaged 2025-10-08T13:51Z 1104 followers, 1016 engagements

"@pulte Also explains market reaction with homebuilders down today but stocks like $BLDR and $LPX in the green"
X Link @MultiMismanaged 2025-10-08T13:54Z 1104 followers, XXX engagements

"$KRE seems to be a good short here. $ZION and $WAL two big constituents reporting surprise credit problems. Hard to imagine that they are unique. Feels like a C&I credit cycle could be underway"
X Link @MultiMismanaged 2025-10-16T13:26Z 1104 followers, 1364 engagements

"$KMX . Not a great datapoint for consumer finance $ALLY $SOFI $COF CarMax Auto Finance.(4) CAF income decreased XXXX% to $XXXXX million as an increase in the provision for loan losses outweighed growth in CAFs net interest margin percentage. This quarters provision for loan losses was $XXXXX million compared to $XXXXX million in the prior years second quarter. The provision for loan losses in the second quarter of fiscal 2026 included an increase of $XXXX million in our estimate of lifetime losses on existing loans primarily due to worsening performance among the 2022 and 2023 vintages."
X Link @MultiMismanaged 2025-09-25T15:44Z 1102 followers, XXX engagements

"Trying to sort out why $AMZN keeps lagging while $W and $COST and $WMT keep outperforming 🧐"
X Link @MultiMismanaged 2025-10-15T14:02Z 1104 followers, XXX engagements

"$BC time for a catch-up. Stock is 6x to 8x mid-cycle eps and were going to go up from here with the stock market hitting all time highs and business-friendly policies. JPMorgan raised the firm's price target on Brunswick to $XX from $XX and keeps a Neutral rating on the shares after hosting investor meetings with management. The firm says Q3-to-date boat retail sales tracking flat year-over-year holding July's trend led by significant improvement within the value category. This aligns with Brunswick's expectation for retail boat units to finish fiscal 2025 at 23500 units the analyst tells"
X Link @MultiMismanaged 2025-09-23T12:00Z 1103 followers, XXX engagements

"$ACN clearly company is doing very well and everything is awesome"
X Link @MultiMismanaged 2025-09-28T11:37Z 1103 followers, 2168 engagements

"$ACN AI strategy failure confirmation. Also some good reddit bathroom reading"
X Link @MultiMismanaged 2025-10-02T16:58Z 1103 followers, 1144 engagements

"@AverageDipBuyer This is just a securitization of a pool of their personal loans. Similar to what they put on their balance sheet. $SOFI doesnt do subprime in the strict sense of the definition"
X Link @MultiMismanaged 2025-10-02T18:41Z 1104 followers, XXX engagements

"Just hit $BLND: Blend Unveils Vision for Intelligent Origination: A New Operating Model for Lending Blend Blends Intelligent Origination represents a new class of applied AIone that operates within the execution layer of lending not on top of it. By orchestrating data documents and product rules in context the system moves from isolated task automation to continuous end-to-end execution. Unlike standalone AI tools Intelligent Origination connects every part of the process through a unified model that understands relationships across loan-level data borrower documents and investor guidelines."
X Link @MultiMismanaged 2025-10-15T16:29Z 1104 followers, XXX engagements

"Have been mostly uninvolved in the AI cycle since making a lot on the Deepseek crash earlier this year but am now leaning decently short it. The capex numbers are starting to get too big when I look at the promises for 2026 to 2027 time frame. If demand doesn't materialize in a big way it feels like the flywheel crashes. From a technical standpoint it feels good as the market is being propped up by mostly extremely speculative stocks that have little valuation support"
X Link @MultiMismanaged 2025-10-15T19:54Z 1104 followers, XXX engagements

"Weak $INFY and $WIT results don't bode well for $ACN. Growth continues to be stalled out. The secular pressures are likely just beginning"
X Link @MultiMismanaged 2025-10-16T13:28Z 1103 followers, XXX engagements

"Not the best header for the AI bulls. How can we keep raising higher and higher piles of cash when utilization isn't even there yet on what we have"
X Link @MultiMismanaged 2025-10-16T16:46Z 1103 followers, XXX engagements

"What happens when you put a lawyer in charge of a technology company $ACN"
X Link @MultiMismanaged 2025-09-28T12:28Z 1103 followers, XXX engagements

"$TREE just planning to stay halted all day Been halted for XX minutes. Anyone have a clue what is going on"
X Link @MultiMismanaged 2025-10-13T15:01Z 1104 followers, 1080 engagements

"Biggest area of opportunity in the market right now IMO. Seasonal weakness happening right on schedule expect an uplift in late October into November $RKT $BLND"
X Link @MultiMismanaged 2025-10-15T16:19Z 1104 followers, 1062 engagements

"$ORCL pumps the market by talking about hypothetical AI infrastructure margins. If this pump fails the market is limit down. Watching this carefully into the close today"
X Link @MultiMismanaged 2025-10-16T17:58Z 1104 followers, XXX engagements

creator/x::MultiMismanaged
/creator/x::MultiMismanaged