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# ![@RoguishDavis Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1834023317721829376.png) @RoguishDavis CrashDavis

CrashDavis posts on X about wld, hood, atm, eps the most. They currently have XXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.

### Engagements: XXXXX [#](/creator/twitter::1834023317721829376/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1834023317721829376/c:line/m:interactions.svg)

- X Week XXXXXX +45%
- X Month XXXXXX +288%
- X Months XXXXXX +522%

### Mentions: XX [#](/creator/twitter::1834023317721829376/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1834023317721829376/c:line/m:posts_active.svg)

- X Month XXX +6.20%
- X Months XXX +174%

### Followers: XXX [#](/creator/twitter::1834023317721829376/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1834023317721829376/c:line/m:followers.svg)

- X Week XXX +15%
- X Month XXX +47%
- X Months XXX +62%

### CreatorRank: XXXXXXX [#](/creator/twitter::1834023317721829376/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1834023317721829376/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1834023317721829376/influence)
---

**Social category influence**
[stocks](/list/stocks)  [finance](/list/finance)  [cryptocurrencies](/list/cryptocurrencies)  [technology brands](/list/technology-brands)  [fashion brands](/list/fashion-brands)  [exchanges](/list/exchanges)  [currencies](/list/currencies) 

**Social topic influence**
[wld](/topic/wld), [hood](/topic/hood), [atm](/topic/atm), [eps](/topic/eps), [beta](/topic/beta), [tariffs](/topic/tariffs), [$epr](/topic/$epr), [$adnt](/topic/$adnt), [jpm](/topic/jpm), [$calx](/topic/$calx)

**Top assets mentioned**
[EPR Properties (EPR)](/topic/$epr) [Adient plc Ordinary Shares (ADNT)](/topic/$adnt) [CALIX, INC. (CALX)](/topic/$calx) [Regeneron Pharmaceuticals Inc (REGN)](/topic/$regn) [TransMedics Group, Inc. Common Stock (TMDX)](/topic/$tmdx) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [Steven Madden Ltd (SHOO)](/topic/$shoo) [Alvey Chain (WALV)](/topic/$alv) [ODDITY Tech Ltd. Class A Ordinary Shares (ODD)](/topic/$odd) [Embraer S.A. (ERJ)](/topic/$erj) [FS KKR Capital Corp. Common Stock (FSK)](/topic/$fsk) [Golub Capital BDC, Inc. (GBDC)](/topic/$gbdc) [Blue Owl Capital Corporation (OBDC)](/topic/$obdc) [Blackstone Secured Lending Fund (BXSL)](/topic/$bxsl) [AB (prev. Newton) (AB)](/topic/$ab) [ARTISAN PARTNERS ASSET MANAGEMENT INC. (APAM)](/topic/$apam) [OneMain Holdings, Inc. (OMF)](/topic/$omf) [Aether Games (AEG)](/topic/$aeg) [HSBC Holdings PLC (HSBC)](/topic/$hsbc) [Casey's General Stores, Inc. (CASY)](/topic/$casy) [Booz Allen Hamilton Holding, Corp. (BAH)](/topic/$bah) [Amer Sports, Inc. (AS)](/topic/$as) [Scorpio Tankers Inc. (STNG)](/topic/$stng) [Sempra Energy (SRE)](/topic/$sre) [PAC Protocol (PAC)](/topic/$pac) [StoneCo Ltd. Class A Common Shares (STNE)](/topic/$stne) [Rexford Industrial Realty, Inc. (REXR)](/topic/$rexr) [PolkaBridge (PBR)](/topic/$pbr) [Snap-on Incorporated (SNA)](/topic/$sna) [Biogen Inc (BIIB)](/topic/$biib) [Circle Internet Group, Inc. (CRCL)](/topic/$crcl) [Roblox, Corp. (RBLX)](/topic/$rblx) [Galaxy Digital Inc. (GLXY)](/topic/$glxy) [Mario Coin (COIN)](/topic/$coin) [NuScale Power Corporation (SMR)](/topic/$smr) [Joby Aviation, Inc. (JOBY)](/topic/$joby) [Rigetti Computing, Inc. Common Stock (RGTI)](/topic/$rgti) [Kratos Defense & Security Solutions, Inc. (KTOS)](/topic/$ktos) [Rubic (RBC)](/topic/$rbc) [Centrus Energy Corp. (LEU)](/topic/$leu) [Oklo Inc. (OKLO)](/topic/$oklo) [Asbury Automotive Group, Inc. (ABG)](/topic/$abg) [Icahn Enterprises L.P (IEP)](/topic/$iep) [Lamb Weston Holdings Inc (LW)](/topic/$lw)
### Top Social Posts [#](/creator/twitter::1834023317721829376/posts)
---
Top posts by engagements in the last XX hours

"$AS love the products/co; mgmt appears to be executing; tariffs appear to (largely) be a non-issue; BUT 48x '25e 38x '26e 30x '27e .FILED under NO f'IN WAY. It shld sell off w/ the Sector 3.36x beta High Insider Ownership; Decl'ing Instl Ownership we like 35p cal. call strat"  
![@RoguishDavis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1834023317721829376.png) [@RoguishDavis](/creator/x/RoguishDavis) on [X](/post/tweet/1946592002138624289) 2025-07-19 15:24:33 UTC XXX followers, XX engagements


"$STNG is bid; trading below book; Street 30-50% up from here"  
![@RoguishDavis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1834023317721829376.png) [@RoguishDavis](/creator/x/RoguishDavis) on [X](/post/tweet/1942540258899312957) 2025-07-08 11:04:23 UTC XXX followers, XXX engagements


"Whatever f'stick is buying regional banks you really need a better trader . sloppy bro. $FSBW $MPB $PCB $RRBI $FMAO $GNTY $HIFS"  
![@RoguishDavis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1834023317721829376.png) [@RoguishDavis](/creator/x/RoguishDavis) on [X](/post/tweet/1941821361673900129) 2025-07-06 11:27:44 UTC XXX followers, XXX engagements


"$EPR is stretched on valuation here. Time to book gains and redeploy capital if you are Long"  
![@RoguishDavis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1834023317721829376.png) [@RoguishDavis](/creator/x/RoguishDavis) on [X](/post/tweet/1941818655509004476) 2025-07-06 11:16:59 UTC XXX followers, XX engagements


". and by example even though a great technical short $ADNT I would (am) keep "chopping wood" . looking for even better opportunities"  
![@RoguishDavis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1834023317721829376.png) [@RoguishDavis](/creator/x/RoguishDavis) on [X](/post/tweet/1946515388461625349) 2025-07-19 10:20:07 UTC XXX followers, XX engagements


"$PAC remember when this used to trade @ 15x"  
![@RoguishDavis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1834023317721829376.png) [@RoguishDavis](/creator/x/RoguishDavis) on [X](/post/tweet/1937215290024005673) 2025-06-23 18:24:51 UTC XXX followers, XX engagements


"$STNE JPM giving its HNW private clients a little gift here maybe I'm w/ JPM. 1/4 size to open. Not a great technical entry but that's okay once in awhile. IF they want to they can hold this stock up; and it's on a shelf here"  
![@RoguishDavis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1834023317721829376.png) [@RoguishDavis](/creator/x/RoguishDavis) on [X](/post/tweet/1946938677512327321) 2025-07-20 14:22:07 UTC XXX followers, XXX engagements


"$REGN seems fine here to me 1/4 size to open"  
![@RoguishDavis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1834023317721829376.png) [@RoguishDavis](/creator/x/RoguishDavis) on [X](/post/tweet/1946953582504231052) 2025-07-20 15:21:21 UTC XXX followers, XX engagements


"$GSOL XXX% exp load + HEFTY NAV premium; no thx"  
![@RoguishDavis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1834023317721829376.png) [@RoguishDavis](/creator/x/RoguishDavis) on [X](/post/tweet/1944116524832235838) 2025-07-12 19:27:54 UTC XXX followers, XX engagements


"absolutely f'in luv this $REXR ahead of earnings 1/3 to open saving 1/3 @ XX 1/3 @ XX in case of a pullback. no clue what the analysts are thinking here myself"  
![@RoguishDavis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1834023317721829376.png) [@RoguishDavis](/creator/x/RoguishDavis) on [X](/post/tweet/1945369592244645963) 2025-07-16 06:27:08 UTC XXX followers, XXX engagements


"-- so I think abt that contextually on this upcoming leg of Tariff pullbacks (w/ standing HCare which will be new) - shld be less extreme than Apr (higher lows etc etc)"  
![@RoguishDavis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1834023317721829376.png) [@RoguishDavis](/creator/x/RoguishDavis) on [X](/post/tweet/1946514733076504888) 2025-07-19 10:17:31 UTC XXX followers, XX engagements


"$MCS coiling . not inclined to chase '24 highs myself"  
![@RoguishDavis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1834023317721829376.png) [@RoguishDavis](/creator/x/RoguishDavis) on [X](/post/tweet/1944775941441409171) 2025-07-14 15:08:11 UTC XXX followers, XX engagements


"$EPR really comes down to the right multiple on AFFO - and within the sector; there are better opps imo; here this used to trade lower on book and AFFO - was there a regime shift I do not know; do not care (that much) just cuing on sector alternatives on a risk-reward basis"  
![@RoguishDavis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1834023317721829376.png) [@RoguishDavis](/creator/x/RoguishDavis) on [X](/post/tweet/1946522693257310256) 2025-07-19 10:49:09 UTC XXX followers, XX engagements


"$TMDX settles for the day in an air pocket w/ massive downward momentum; XX% short int. so lower is the path of least resistance . probably another XX% down here in a relatively short period of time"  
![@RoguishDavis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1834023317721829376.png) [@RoguishDavis](/creator/x/RoguishDavis) on [X](/post/tweet/1947427969422491902) 2025-07-21 22:46:24 UTC XXX followers, XXX engagements


"$PBR looks fine here imo 1/4 size to open"  
![@RoguishDavis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1834023317721829376.png) [@RoguishDavis](/creator/x/RoguishDavis) on [X](/post/tweet/1946961806070534502) 2025-07-20 15:54:02 UTC XXX followers, XX engagements


"$BIIB it's a yes from me 1/4 size to open; really remarkable what has happened here"  
![@RoguishDavis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1834023317721829376.png) [@RoguishDavis](/creator/x/RoguishDavis) on [X](/post/tweet/1946950575611883911) 2025-07-20 15:09:24 UTC XXX followers, XXX engagements


"Here's the list I am (presently) going through "Future MoMo Shorts" cut #1* all +MoMo rn $ASTS XXXXX $SMR XXXXX $HOOD XXXXXX $JOBY XXXXX $RGTI XXXXX $COIN XXXXXX $GLXY XXXXX $UUUU XXXX $ASPI XXXXX $RBLX XXXXXX $KTOS XXXXX $RBC XXXXXX $CRCL XXXXXX $LEU XXXXXX $OKLO 68.98"  
![@RoguishDavis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1834023317721829376.png) [@RoguishDavis](/creator/x/RoguishDavis) on [X](/post/tweet/1947169591668400579) 2025-07-21 05:39:41 UTC XXX followers, XXX engagements


"@WallStreetMav Donald Trump did it: no more taking off the shoes; no more TSA Harassment for 5oz bottles of liquid or opened bottles of water. The man loves the American traveling class; God Bless him"  
![@RoguishDavis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1834023317721829376.png) [@RoguishDavis](/creator/x/RoguishDavis) on [X](/post/tweet/1947160809626366155) 2025-07-21 05:04:48 UTC XXX followers, XX engagements


"$CALX the f'ery is about to begin. you ridin w/ RoguishDavis"  
![@RoguishDavis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1834023317721829376.png) [@RoguishDavis](/creator/x/RoguishDavis) on [X](/post/tweet/1943810366003458427) 2025-07-11 23:11:20 UTC XXX followers, XX engagements


"WHO IS EXCITED ABOUT $XRPUSD Vol $XRPI . huh"  
![@RoguishDavis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1834023317721829376.png) [@RoguishDavis](/creator/x/RoguishDavis) on [X](/post/tweet/1946155690696847688) 2025-07-18 10:30:49 UTC XXX followers, XX engagements


"$ABG tough call . leaning bearish myself; Bofa really hit the gas tho. . (who loves this quote/scene)"  
![@RoguishDavis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1834023317721829376.png) [@RoguishDavis](/creator/x/RoguishDavis) on [X](/post/tweet/1941596228581568727) 2025-07-05 20:33:08 UTC XXX followers, XXX engagements


"$IEP seems like a lot of Cash/CSEs; 1q25 perf not stellar; but they didn't cut the divid. now yielding 20%. P on TBV looks cheap here. just sayin' probably not in true credit distress as it's trading; not sure what the short thesis is myself. +1/4 size"  
![@RoguishDavis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1834023317721829376.png) [@RoguishDavis](/creator/x/RoguishDavis) on [X](/post/tweet/1944816454299156818) 2025-07-14 17:49:10 UTC XXX followers, XXX engagements


"$LW it is a yes from me here. Value peeps"  
![@RoguishDavis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1834023317721829376.png) [@RoguishDavis](/creator/x/RoguishDavis) on [X](/post/tweet/1942553749123121571) 2025-07-08 11:57:59 UTC XXX followers, XXX engagements


"Sector Momentum by Industry (7.11.25) (not market cap weighted)"  
![@RoguishDavis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1834023317721829376.png) [@RoguishDavis](/creator/x/RoguishDavis) on [X](/post/tweet/1943957838029541440) 2025-07-12 08:57:20 UTC XXX followers, XX engagements


"@calvinfroedge . and also no yield ponzicoin appreciation scams are in fact happening via offshore accounts . we had a family member lose a non inconsequential sum of $$ in one. Large Cayman entity - hey what's leverage for the scammers on this stuff on OPM deposits 10-50x"  
![@RoguishDavis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1834023317721829376.png) [@RoguishDavis](/creator/x/RoguishDavis) on [X](/post/tweet/1947161967820472417) 2025-07-21 05:09:24 UTC XXX followers, XXX engagements


"$CHYM $HNGE $MNTN IPO not too too hot no what are these companies worth do you think you like these charts or nah"  
![@RoguishDavis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1834023317721829376.png) [@RoguishDavis](/creator/x/RoguishDavis) on [X](/post/tweet/1944493779110527481) 2025-07-13 20:26:58 UTC XXX followers, XXX engagements


"$ALV I think this is o/b here; not much upside to Street P/Ts. CFO leaving 12/31 for diff job. On the +side co nicely supporting shares here. Still s/t o/b book and move imo"  
![@RoguishDavis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1834023317721829376.png) [@RoguishDavis](/creator/x/RoguishDavis) on [X](/post/tweet/1945800782340628936) 2025-07-17 11:00:32 UTC XXX followers, XXX engagements


"$ALV I can not say that I've seen this before. RoguishDavis FLAG @ 116chg; VERY next day Gap Down into a . GARY SMITH CLASSIC SHORT: VOLUME = SMA(50VOLUME) * X AND CLOSE YESTERDAY'S CLOSE * XXXX AND CLOSE YESTERDAY'S MIN(5CLOSE) . well look at that pretty cool"  
![@RoguishDavis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1834023317721829376.png) [@RoguishDavis](/creator/x/RoguishDavis) on [X](/post/tweet/1946710510147117368) 2025-07-19 23:15:28 UTC XXX followers, XXX engagements


"HCare sold off enough here today; you have to wonder if some sort of news leaked re tariffs / targeting of these companies. $BRKR $GMED $TXG $SMLR $GEHC $MTD $TMO $PRCT $WAT $A $TMDX $STVN $BDX $COO $BAX $ALKS $MRK $SNY $GSK $PFE $ZTS $MRNA $NVS $PRGO $AZN maybe es possible"  
![@RoguishDavis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1834023317721829376.png) [@RoguishDavis](/creator/x/RoguishDavis) on [X](/post/tweet/1947419733864636615) 2025-07-21 22:13:40 UTC XXX followers, XXX engagements


"$VEEV . next QTR represents a pretty large increase in operating margin to hit the bottom line EPS; one wld think only the co itself wld have guided the sellside there; inclined to look at a little more exotic strats e.g. Long Sep Iron Butterfly ATM expecting IV to increase"  
![@RoguishDavis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1834023317721829376.png) [@RoguishDavis](/creator/x/RoguishDavis) on [X](/post/tweet/1944476875322986719) 2025-07-13 19:19:48 UTC XXX followers, XXX engagements


"$VZ support will either hold or it won't: it is written. Street walked down p/ts here into earnings. Under the hood doesn't look bad at all. pullbacks into the mid30s wld be interesting imo. So we wait and watch. Nice divvy no real credit stress imo"  
![@RoguishDavis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1834023317721829376.png) [@RoguishDavis](/creator/x/RoguishDavis) on [X](/post/tweet/1945802495097192857) 2025-07-17 11:07:20 UTC XXX followers, XXX engagements


"1889 Co $TRMD is bid; and is trading below book. You on board"  
![@RoguishDavis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1834023317721829376.png) [@RoguishDavis](/creator/x/RoguishDavis) on [X](/post/tweet/1942538714023874882) 2025-07-08 10:58:14 UTC XXX followers, XXX engagements


"$ODD GS doesn't like this and co-founder / CEO huge 5.5m share block trade in May'25 doesn't feelz so great to me"  
![@RoguishDavis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1834023317721829376.png) [@RoguishDavis](/creator/x/RoguishDavis) on [X](/post/tweet/1942701587261997216) 2025-07-08 21:45:26 UTC XXX followers, XXX engagements


"$KBR cld settle range bound 45-55. Not a terrible entry imo. but I/we wait"  
![@RoguishDavis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1834023317721829376.png) [@RoguishDavis](/creator/x/RoguishDavis) on [X](/post/tweet/1946700048508637242) 2025-07-19 22:33:54 UTC XXX followers, XX engagements


"$GRAL MS @ XX . Cash / Sh 17; BV XX . head scratcher. XX% short interest. not wanting to wrap my head around this Illumina spin out and its cap structure w/o (a lot) moar coffee this am"  
![@RoguishDavis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1834023317721829376.png) [@RoguishDavis](/creator/x/RoguishDavis) on [X](/post/tweet/1947619062697078932) 2025-07-22 11:25:44 UTC XXX followers, XX engagements


"$WK is bid; some will call 4a quadbottom; others DblTopBreakout; even others Ascending TripleTopBrkout; RevGrowthShldbeFine; EPS yet unproven likely to not* go EPS+ for the 1x . will the Mkt care dunno. 5x Sales; not hvy dilution; Street supportive here. SCALE 1/4 to open"  
![@RoguishDavis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1834023317721829376.png) [@RoguishDavis](/creator/x/RoguishDavis) on [X](/post/tweet/1943118869024887168) 2025-07-10 01:23:34 UTC XXX followers, XXX engagements


"$FIX really too hard to tell without bulge IB getting in there. IB w/ global footprint and boots on the ground in CHN/Asia . to know how far this can run and what appropriate multiples are. IF your bull case is reshoring which it seems to be given multiple expansion"  
![@RoguishDavis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1834023317721829376.png) [@RoguishDavis](/creator/x/RoguishDavis) on [X](/post/tweet/1941202144524369985) 2025-07-04 18:27:11 UTC XXX followers, XX engagements


"$SEZL ppl booking profits; coming off o/b lvls. I wld scared to death to short this much growth. imagine if someone acquired this co FACE RIPPER not worth it imo. I might even buy it on support entry lower. flagged"  
![@RoguishDavis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1834023317721829376.png) [@RoguishDavis](/creator/x/RoguishDavis) on [X](/post/tweet/1944101623141146888) 2025-07-12 18:28:41 UTC XXX followers, XXX engagements


"$DV I like Feb'26c ATM right here right now + Common to open"  
![@RoguishDavis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1834023317721829376.png) [@RoguishDavis](/creator/x/RoguishDavis) on [X](/post/tweet/1941835191527309800) 2025-07-06 12:22:41 UTC XXX followers, XX engagements


"$ERJ down XX% from this post; NOW tryin' hold the 50dMA here. they're going to try to hold this up through earnings and 3q. but then shorts gonna give them a lickin' imo"  
![@RoguishDavis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1834023317721829376.png) [@RoguishDavis](/creator/x/RoguishDavis) on [X](/post/tweet/1945928036278206869) 2025-07-17 19:26:12 UTC XXX followers, XXX engagements


"$ACN shld be an easy ride to 3hundie looks like it has bottom'd imo"  
![@RoguishDavis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1834023317721829376.png) [@RoguishDavis](/creator/x/RoguishDavis) on [X](/post/tweet/1946701458117697539) 2025-07-19 22:39:30 UTC XXX followers, XXX engagements


"the bid in $LSPD is real; BUT . Sellside doesn't seem on board; so probably check w/ them imo"  
![@RoguishDavis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1834023317721829376.png) [@RoguishDavis](/creator/x/RoguishDavis) on [X](/post/tweet/1945635306889269311) 2025-07-17 00:02:59 UTC XXX followers, XX engagements


"@lazereater this company appears to have traded in the 1.5x to 1.6x price-to-sales range; as well as mid-teens P/Es . trading at what 25x that is expensive to me. The company has a .50% div yield. What is the upside here . next"  
![@RoguishDavis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1834023317721829376.png) [@RoguishDavis](/creator/x/RoguishDavis) on [X](/post/tweet/1947386834125816086) 2025-07-21 20:02:56 UTC XXX followers, XX engagements


"$TSN GS @ XX . Aug 60c Butterflies in play. Aug 50-60c spd 4x seems bottom of the range here. good entry imo. 1/3 size"  
![@RoguishDavis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1834023317721829376.png) [@RoguishDavis](/creator/x/RoguishDavis) on [X](/post/tweet/1946159929594618216) 2025-07-18 10:47:39 UTC XXX followers, XX engagements


"$AIOT this appears incredibly undervalued. Easy 20%+ . maybe the analysts right (+200%) call them"  
![@RoguishDavis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1834023317721829376.png) [@RoguishDavis](/creator/x/RoguishDavis) on [X](/post/tweet/1946080812354371610) 2025-07-18 05:33:16 UTC XXX followers, XXX engagements


"$IGSB iShares 1-5yr IGCorp $GSBD GS BDC AssetMgmt $FSK FS KKR AssetMgmt $MFIC MidCap Fin $WDI WAsset $GBDC $OBDC $SLRC $BXSL $MSIF $NOAH $AB $TSLX $APAM $OMF $SDHY $AEG $HSBC . LISTOS"  
![@RoguishDavis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1834023317721829376.png) [@RoguishDavis](/creator/x/RoguishDavis) on [X](/post/tweet/1938935068484903253) 2025-06-28 12:18:38 UTC XXX followers, XX engagements


"Pockets of Potential Interest +MoMo $XLC Broadcasting $XLY Packaging Resi Construction $XLP Brewers Wine $XLE yes. $XLF AssetMgrs Credit $XLK selectively $XLV Diagnostics Pharma $XLI yes. $XLB yes. $XLRE yes"  
![@RoguishDavis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1834023317721829376.png) [@RoguishDavis](/creator/x/RoguishDavis) on [X](/post/tweet/1943957842920108348) 2025-07-12 08:57:21 UTC XXX followers, XX engagements


"-MoMo $XLC Gaming $XLY Personal Services Specialty Retail $XLP Disc Stores $XLF Insurance sans ReIns $XLK CPU Hardware $XLB select metals and mining O/B $XLU electric renewables"  
![@RoguishDavis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1834023317721829376.png) [@RoguishDavis](/creator/x/RoguishDavis) on [X](/post/tweet/1943957847038935422) 2025-07-12 08:57:22 UTC XXX followers, XXX engagements


"$HUM I wld not be surprised to see a big bottom line beat. Last Qtr nice eps beat; big rxn Friday's Yolo Calls cld pay off nicely. XXX XXXXX XXX. AugReg calls look interesting here.sprd on 7/31 personally I hate this space l/t (regulation risks) but good risk-reward here imo"  
![@RoguishDavis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1834023317721829376.png) [@RoguishDavis](/creator/x/RoguishDavis) on [X](/post/tweet/1945798331394838739) 2025-07-17 10:50:48 UTC XXX followers, XXX engagements


"w/ economy slowing inflation above policy target w/ tariff headwinds $GL is one of those low beta defensive names ppl hide in. I'd be most inclined to write strangles; but mkt depth won't allow for anyone to do so. it's just going to sit right here for the remainder of the yr"  
![@RoguishDavis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1834023317721829376.png) [@RoguishDavis](/creator/x/RoguishDavis) on [X](/post/tweet/1941592384795537444) 2025-07-05 20:17:52 UTC XXX followers, XX engagements


"$BLCO this the one Paulson jumped on along with his cool hundie ($100m) in $PPTA"  
![@RoguishDavis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1834023317721829376.png) [@RoguishDavis](/creator/x/RoguishDavis) on [X](/post/tweet/1940560156963778628) 2025-07-02 23:56:09 UTC XXX followers, XXX engagements


"if this was '00/'01 Helene might tweet about her Mom calling to ask about $CSCO. Today rn Street absolute crickets no . how apropos that this will be one of the names that leads us lower. buy writes in play - wld be advisable to collar w/ that premium imo"  
![@RoguishDavis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1834023317721829376.png) [@RoguishDavis](/creator/x/RoguishDavis) on [X](/post/tweet/1943805340526543331) 2025-07-11 22:51:21 UTC XXX followers, XX engagements


"$WFRD we flagged this Jun21; up XX% since (what's that annualized)"  
![@RoguishDavis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1834023317721829376.png) [@RoguishDavis](/creator/x/RoguishDavis) on [X](/post/tweet/1943130391918846386) 2025-07-10 02:09:21 UTC XXX followers, XX engagements


"$BRK/A and /B cleaning through 200dMAs . margins are amazing; these guys really built a fantastic portfolio company. UBS sees good upside. Cld do a lot worse"  
![@RoguishDavis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1834023317721829376.png) [@RoguishDavis](/creator/x/RoguishDavis) on [X](/post/tweet/1942555173575954632) 2025-07-08 12:03:38 UTC XXX followers, 1389 engagements


"$CASY GS @ XXX. feels much better than this. INSIDERS SELLING UP HERE WOULDN'T YOU you want to baghold for the C-Suite"  
![@RoguishDavis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1834023317721829376.png) [@RoguishDavis](/creator/x/RoguishDavis) on [X](/post/tweet/1941996237307212205) 2025-07-06 23:02:38 UTC XXX followers, XX engagements


"IF THE SHIP GOES DOWN. First cut $SJNK SPDR s/t jnk $SHYG iShares 0-5 HYCorp $FLRN SPDR IG Floater $IGSB iShares 1-5yr IGCorp $GSBD GS BDC AssetMgmt $FSK FS KKR AssetMgmt $MFIC MidCap Fin $WDI WAsset $GBDC $OBDC $SLRC $BXSL $MSIF $NOAH $AB $TSLX $APAM $OMF $SDHY $AEG $HSBC"  
![@RoguishDavis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1834023317721829376.png) [@RoguishDavis](/creator/x/RoguishDavis) on [X](/post/tweet/1936932196646092803) 2025-06-22 23:39:56 UTC XXX followers, XXX engagements


"$LX ppl don't seem to be convinced. Channeling down here. On the surface looks like technically driven. something to keep an eye on. not keen to short something at 6x"  
![@RoguishDavis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1834023317721829376.png) [@RoguishDavis](/creator/x/RoguishDavis) on [X](/post/tweet/1946360321787998218) 2025-07-19 00:03:56 UTC XXX followers, XX engagements


"No one ever (seemingly) shorts $NDAQ (or $ICE) and as a result they have obscene valuations. I'd book profit here; don't be greedy"  
![@RoguishDavis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1834023317721829376.png) [@RoguishDavis](/creator/x/RoguishDavis) on [X](/post/tweet/1946937171262214210) 2025-07-20 14:16:08 UTC XXX followers, XX engagements


"moar rate products . beaten down energy + rate products . things of value in this overheated (multiples) equities . growth slowing . stagflation economy . $KREF yes sir right here"  
![@RoguishDavis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1834023317721829376.png) [@RoguishDavis](/creator/x/RoguishDavis) on [X](/post/tweet/1938939828533403717) 2025-06-28 12:37:33 UTC XXX followers, XX engagements


"$IVN.TO abt as cheap as can be on book here inclined to open 1/4 to 1/3 . (always be scaling) visible 30-70% upside here imo"  
![@RoguishDavis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1834023317721829376.png) [@RoguishDavis](/creator/x/RoguishDavis) on [X](/post/tweet/1945636986640875652) 2025-07-17 00:09:40 UTC XXX followers, XX engagements


"$REGN has not gone o/h monthly r2 since Aug'24 . resistance here - but tits on valuation imo . look to scale in on a/the (upcoming o/b) pullback. MS and JPM will not be wrong on this name"  
![@RoguishDavis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1834023317721829376.png) [@RoguishDavis](/creator/x/RoguishDavis) on [X](/post/tweet/1944809161830617426) 2025-07-14 17:20:11 UTC XXX followers, XXX engagements


"$TROX is trading like oil covid contago @ just over 1/2 turn on book"  
![@RoguishDavis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1834023317721829376.png) [@RoguishDavis](/creator/x/RoguishDavis) on [X](/post/tweet/1932172580347392175) 2025-06-09 20:26:55 UTC XXX followers, XXX engagements


"$BST is Millennium short this Lol. they're short $NVDA huh . I CAN NOT WAIT FOR THESE (market) LEVELS TO SELL OFF you hey you think Millennium smart little siloed pools of FinIP quant'ing and stuff"  
![@RoguishDavis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1834023317721829376.png) [@RoguishDavis](/creator/x/RoguishDavis) on [X](/post/tweet/1946860277275803649) 2025-07-20 09:10:35 UTC XXX followers, XX engagements


"All you ninja Candlestick folk; we flagged $BAH on 6/21 . look at it now"  
![@RoguishDavis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1834023317721829376.png) [@RoguishDavis](/creator/x/RoguishDavis) on [X](/post/tweet/1940481631846125942) 2025-07-02 18:44:08 UTC XXX followers, XX engagements


"$SHOO still down; CITI on the tape yesterday @ 32"  
![@RoguishDavis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1834023317721829376.png) [@RoguishDavis](/creator/x/RoguishDavis) on [X](/post/tweet/1946355220612620555) 2025-07-18 23:43:40 UTC XXX followers, XX engagements


"$THS two days of buying. BCS knocked this this week. For me since slightly in the money here wld probably back off to 1/4 size. Not enough sellside support"  
![@RoguishDavis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1834023317721829376.png) [@RoguishDavis](/creator/x/RoguishDavis) on [X](/post/tweet/1946163914498043945) 2025-07-18 11:03:29 UTC XXX followers, XX engagements


"$SJM another we absolutely f'in nailed for TeamRoguishDavis. Take profits. +10% in 23d is very good"  
![@RoguishDavis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1834023317721829376.png) [@RoguishDavis](/creator/x/RoguishDavis) on [X](/post/tweet/1946160649819615575) 2025-07-18 10:50:31 UTC XXX followers, XX engagements


"$ROG priced near book; feels like this is a mgmt turnaround story atm . no reason to play this either dxn imo; but maybe an opp for M&A IB to knock on the door"  
![@RoguishDavis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1834023317721829376.png) [@RoguishDavis](/creator/x/RoguishDavis) on [X](/post/tweet/1944811148311671219) 2025-07-14 17:28:05 UTC XXX followers, XX engagements


"How's your "Space" Portfolio today hm $ATRO $ASTS . etc. etc"  
![@RoguishDavis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1834023317721829376.png) [@RoguishDavis](/creator/x/RoguishDavis) on [X](/post/tweet/1942268992552591517) 2025-07-07 17:06:28 UTC XXX followers, XXX engagements


"all of sudden ppl luvin' on Korean Equities ; okay alright maybe (I have not looked as of yet) . but (even so) you still have to pick and choose. here $KEP absolutely no reason to own a Ute w/ such a small divvy (and many foreign Utes have high Div%)"  
![@RoguishDavis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1834023317721829376.png) [@RoguishDavis](/creator/x/RoguishDavis) on [X](/post/tweet/1946518239250366617) 2025-07-19 10:31:27 UTC XXX followers, XX engagements


"we flagged $FIVN last year for a +50% move in 2mo $FIVN here and now. again for 25-30% . imho"  
![@RoguishDavis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1834023317721829376.png) [@RoguishDavis](/creator/x/RoguishDavis) on [X](/post/tweet/1942541977737662812) 2025-07-08 11:11:12 UTC XXX followers, XXX engagements


"$FSS bleeding. like to continue down for another 15%+ imo. Street hates this; valuation makes no sense here"  
![@RoguishDavis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1834023317721829376.png) [@RoguishDavis](/creator/x/RoguishDavis) on [X](/post/tweet/1945170588500164748) 2025-07-15 17:16:22 UTC XXX followers, XX engagements


"$AMT congrats to the C-suite and literally no one else. X% dividend pfft. next"  
![@RoguishDavis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1834023317721829376.png) [@RoguishDavis](/creator/x/RoguishDavis) on [X](/post/tweet/1945174810754973947) 2025-07-15 17:33:09 UTC XXX followers, XX engagements


"$NN w/ the Convert( $190m X% redeemable senior secured convertible notes 2028) and Insider Shelf w/ Warrants why be in the common here LOOK AT THE INSIDERS SELLING. absolutely no way I wld EVER touch this common.under such circumstances. 2me4me 10-13 range bound best case"  
![@RoguishDavis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1834023317721829376.png) [@RoguishDavis](/creator/x/RoguishDavis) on [X](/post/tweet/1946527691072508255) 2025-07-19 11:09:00 UTC XXX followers, XXX engagements


"$CNR need more DD. . but is '24 highs Donnie related I wld be inclined to look at strangling this"  
![@RoguishDavis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1834023317721829376.png) [@RoguishDavis](/creator/x/RoguishDavis) on [X](/post/tweet/1944776916147314808) 2025-07-14 15:12:03 UTC XXX followers, XXX engagements


"$OPEN indicating up by a lot on a % basis this AM. This cycle has so many of these sh&tcos. do you have a short list yet: Today's "hot stonks" tomorrow's OpenDoors and Oatlys. hm MINT YOU SOME MONEY IN *REALITY* AND THE DESTRUCTION OF -FALSE HOPE- YOU SHOULD"  
![@RoguishDavis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1834023317721829376.png) [@RoguishDavis](/creator/x/RoguishDavis) on [X](/post/tweet/1947279393451040818) 2025-07-21 12:56:00 UTC XXX followers, XXX engagements


"Brinkman Special $PTGX working off some oversold (OS) conditions today w/ buyers stepping in"  
![@RoguishDavis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1834023317721829376.png) [@RoguishDavis](/creator/x/RoguishDavis) on [X](/post/tweet/1943119828690030799) 2025-07-10 01:27:23 UTC XXX followers, XX engagements


"$CPNG off the top; For AugRegs I like: L 33c S 35c @ ($0.50) 4x R:R S 27p @ +$0.42 Net (-$0.08) 24x BUT always cash collateralize your short exposure and be ready to buy those shares (of course)"  
![@RoguishDavis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1834023317721829376.png) [@RoguishDavis](/creator/x/RoguishDavis) on [X](/post/tweet/1939309343733649635) 2025-06-29 13:05:52 UTC XXX followers, XX engagements


"$ULS Citi says there is NO UPSIDE HERE wut do you think Hey wut do you think abt their Rev Growth stellar or nah"  
![@RoguishDavis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1834023317721829376.png) [@RoguishDavis](/creator/x/RoguishDavis) on [X](/post/tweet/1947388909761270243) 2025-07-21 20:11:11 UTC XXX followers, XX engagements


"$ADNT in some respects certain perfect technical set-up short. for me will find footing Apr Street brought #s down here; just as likely perhaps likely to only pullback slightly +consolidate. B/C the Apr Tariff Tantrum Tariff%%% than current p rxn shld be less extreme"  
![@RoguishDavis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1834023317721829376.png) [@RoguishDavis](/creator/x/RoguishDavis) on [X](/post/tweet/1946514728454361539) 2025-07-19 10:17:30 UTC XXX followers, XX engagements


"$ODD inside day; dunno GS hates this should we lower i think"  
![@RoguishDavis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1834023317721829376.png) [@RoguishDavis](/creator/x/RoguishDavis) on [X](/post/tweet/1947396740174516502) 2025-07-21 20:42:18 UTC XXX followers, XX engagements


"$PCG Debating doubling here from 1/3 to 2/3. reduce basis from $XXXXX to $XXXXX. doing a one turn on book. Divvy come back in time. just starting out"  
![@RoguishDavis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1834023317721829376.png) [@RoguishDavis](/creator/x/RoguishDavis) on [X](/post/tweet/1946698838498013583) 2025-07-19 22:29:05 UTC XXX followers, XX engagements


"$CASY wld some make a real g*d d*mn ops mkt in this name . GS will be RIGHT here. 30x WAY TOO MUCH . (imho was I shouting did I shout sorry not sorry)"  
![@RoguishDavis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1834023317721829376.png) [@RoguishDavis](/creator/x/RoguishDavis) on [X](/post/tweet/1946523797118501241) 2025-07-19 10:53:32 UTC XXX followers, XX engagements


"$OLN similar chart as $HUN Street seemingly less lovey dovey tho. so . that"  
![@RoguishDavis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1834023317721829376.png) [@RoguishDavis](/creator/x/RoguishDavis) on [X](/post/tweet/1943124050165006612) 2025-07-10 01:44:09 UTC XXX followers, XXX engagements


"$DAN another good technical set-up short; margins are a little thin but stable; Street (very) bullish; so in lieu of a short I am going to flag this for a better entry (evaluation) long"  
![@RoguishDavis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1834023317721829376.png) [@RoguishDavis](/creator/x/RoguishDavis) on [X](/post/tweet/1946516509754339629) 2025-07-19 10:24:35 UTC XXX followers, XX engagements


"$SAM GS takes them from XXX to the ominous XXX. you know what is crazy tho; $SAM looks like $WMT and $COST should - and hopefully will when Mr. Market comes for them"  
![@RoguishDavis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1834023317721829376.png) [@RoguishDavis](/creator/x/RoguishDavis) on [X](/post/tweet/1942545749780349035) 2025-07-08 11:26:12 UTC XXX followers, XXX engagements


"$BSY looking pretty much fully priced up here imo . surprised to see it bid today. must by all those hollow candles . unlikely to run that much higher if at all imo (for now)"  
![@RoguishDavis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1834023317721829376.png) [@RoguishDavis](/creator/x/RoguishDavis) on [X](/post/tweet/1935063542816006363) 2025-06-17 19:54:35 UTC XXX followers, XXX engagements


"@GoldmanSachs can you post a list of ppl that started their careers in GS M&A . thx. cc @ErinBurnett"  
![@RoguishDavis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1834023317721829376.png) [@RoguishDavis](/creator/x/RoguishDavis) on [X](/post/tweet/1947416279570386978) 2025-07-21 21:59:56 UTC XXX followers, XX engagements


"$LYB bid hit resistance; and UBS says LOWER. so pass"  
![@RoguishDavis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1834023317721829376.png) [@RoguishDavis](/creator/x/RoguishDavis) on [X](/post/tweet/1943127450847776778) 2025-07-10 01:57:40 UTC XXX followers, XX engagements


"Team CLARK looking pretty strong for the WNBA All-Star Game; in the 3pt Shootout. if @lexiehulll gets hot; look-out not sure if you caught her 3pt UNBELIEVABLE ASCENSION in 2H of @WNBA '24 season; pretty remarkable. #LightsOut"  
![@RoguishDavis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1834023317721829376.png) [@RoguishDavis](/creator/x/RoguishDavis) on [X](/post/tweet/1946536636348617171) 2025-07-19 11:44:33 UTC XXX followers, XX engagements


"$KOF what do these guys spend so much on CAPEX on . just not enough juice or yield in this for me"  
![@RoguishDavis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1834023317721829376.png) [@RoguishDavis](/creator/x/RoguishDavis) on [X](/post/tweet/1941816342304215499) 2025-07-06 11:07:47 UTC XXX followers, XX engagements


"$ERJ we did it AGAIN . headed towards the lower BB here; wld cover myself. -XX% in 15d -- wut is that like 2300% annualized"  
![@RoguishDavis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1834023317721829376.png) [@RoguishDavis](/creator/x/RoguishDavis) on [X](/post/tweet/1946512471600017476) 2025-07-19 10:08:32 UTC XXX followers, XX engagements


"$DRI flagged this (lower) on Jul6 @ XXX now . XXX and falling. X% to TeamRoguishDavis #JustLikeThat (annualize dat k thx.)"  
![@RoguishDavis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1834023317721829376.png) [@RoguishDavis](/creator/x/RoguishDavis) on [X](/post/tweet/1944375184493855095) 2025-07-13 12:35:43 UTC XXX followers, XXX engagements


"$CG . $PLTR should buy them RIGHT HERE . at a XX% premium wld that scare the livin' sh*t out of you (it shld) . it's now above sellside targets; and if inclined to play this both ways shld consider waiting for it to become overbought (not quite there as of yet)"  
![@RoguishDavis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1834023317721829376.png) [@RoguishDavis](/creator/x/RoguishDavis) on [X](/post/tweet/1941090473738957047) 2025-07-04 11:03:27 UTC XXX followers, XX engagements


"$NKE seasonality is not favorable here; gaps underneath to fill; margins hurtin' will be a process the all clear is not here quite yet. + Apparel pressure from forthcoming tariff implementation after WIP/Inventory Channel Stuffing earlier this year"  
![@RoguishDavis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1834023317721829376.png) [@RoguishDavis](/creator/x/RoguishDavis) on [X](/post/tweet/1947622881015566418) 2025-07-22 11:40:54 UTC XXX followers, XX engagements


"we are buying this pullback in $ZD Ziff-Davis at this fantastic valuation. #RinseRepeat"  
![@RoguishDavis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1834023317721829376.png) [@RoguishDavis](/creator/x/RoguishDavis) on [X](/post/tweet/1945627574270361800) 2025-07-16 23:32:16 UTC XXX followers, XX engagements


"$MMM that didn't take long. 1d. Lol. BEARISH ENGULFING. Expecting follow-through after Mon AM PMs meet and let their traders loose this week. #TagAndBagBoys"  
![@RoguishDavis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1834023317721829376.png) [@RoguishDavis](/creator/x/RoguishDavis) on [X](/post/tweet/1946934103774798219) 2025-07-20 14:03:57 UTC XXX followers, XX 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.]

@RoguishDavis Avatar @RoguishDavis CrashDavis

CrashDavis posts on X about wld, hood, atm, eps the most. They currently have XXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.

Engagements: XXXXX #

Engagements Line Chart

  • X Week XXXXXX +45%
  • X Month XXXXXX +288%
  • X Months XXXXXX +522%

Mentions: XX #

Mentions Line Chart

  • X Month XXX +6.20%
  • X Months XXX +174%

Followers: XXX #

Followers Line Chart

  • X Week XXX +15%
  • X Month XXX +47%
  • X Months XXX +62%

CreatorRank: XXXXXXX #

CreatorRank Line Chart

Social Influence #

Social category influence stocks finance cryptocurrencies technology brands fashion brands exchanges currencies

Social topic influence wld, hood, atm, eps, beta, tariffs, $epr, $adnt, jpm, $calx

Top assets mentioned EPR Properties (EPR) Adient plc Ordinary Shares (ADNT) CALIX, INC. (CALX) Regeneron Pharmaceuticals Inc (REGN) TransMedics Group, Inc. Common Stock (TMDX) AST SpaceMobile, Inc. Class A Common Stock (ASTS) Robinhood Markets, Inc. (HOOD) Steven Madden Ltd (SHOO) Alvey Chain (WALV) ODDITY Tech Ltd. Class A Ordinary Shares (ODD) Embraer S.A. (ERJ) FS KKR Capital Corp. Common Stock (FSK) Golub Capital BDC, Inc. (GBDC) Blue Owl Capital Corporation (OBDC) Blackstone Secured Lending Fund (BXSL) AB (prev. Newton) (AB) ARTISAN PARTNERS ASSET MANAGEMENT INC. (APAM) OneMain Holdings, Inc. (OMF) Aether Games (AEG) HSBC Holdings PLC (HSBC) Casey's General Stores, Inc. (CASY) Booz Allen Hamilton Holding, Corp. (BAH) Amer Sports, Inc. (AS) Scorpio Tankers Inc. (STNG) Sempra Energy (SRE) PAC Protocol (PAC) StoneCo Ltd. Class A Common Shares (STNE) Rexford Industrial Realty, Inc. (REXR) PolkaBridge (PBR) Snap-on Incorporated (SNA) Biogen Inc (BIIB) Circle Internet Group, Inc. (CRCL) Roblox, Corp. (RBLX) Galaxy Digital Inc. (GLXY) Mario Coin (COIN) NuScale Power Corporation (SMR) Joby Aviation, Inc. (JOBY) Rigetti Computing, Inc. Common Stock (RGTI) Kratos Defense & Security Solutions, Inc. (KTOS) Rubic (RBC) Centrus Energy Corp. (LEU) Oklo Inc. (OKLO) Asbury Automotive Group, Inc. (ABG) Icahn Enterprises L.P (IEP) Lamb Weston Holdings Inc (LW)

Top Social Posts #

Top posts by engagements in the last XX hours

"$AS love the products/co; mgmt appears to be executing; tariffs appear to (largely) be a non-issue; BUT 48x '25e 38x '26e 30x '27e .FILED under NO f'IN WAY. It shld sell off w/ the Sector 3.36x beta High Insider Ownership; Decl'ing Instl Ownership we like 35p cal. call strat"
@RoguishDavis Avatar @RoguishDavis on X 2025-07-19 15:24:33 UTC XXX followers, XX engagements

"$STNG is bid; trading below book; Street 30-50% up from here"
@RoguishDavis Avatar @RoguishDavis on X 2025-07-08 11:04:23 UTC XXX followers, XXX engagements

"Whatever f'stick is buying regional banks you really need a better trader . sloppy bro. $FSBW $MPB $PCB $RRBI $FMAO $GNTY $HIFS"
@RoguishDavis Avatar @RoguishDavis on X 2025-07-06 11:27:44 UTC XXX followers, XXX engagements

"$EPR is stretched on valuation here. Time to book gains and redeploy capital if you are Long"
@RoguishDavis Avatar @RoguishDavis on X 2025-07-06 11:16:59 UTC XXX followers, XX engagements

". and by example even though a great technical short $ADNT I would (am) keep "chopping wood" . looking for even better opportunities"
@RoguishDavis Avatar @RoguishDavis on X 2025-07-19 10:20:07 UTC XXX followers, XX engagements

"$PAC remember when this used to trade @ 15x"
@RoguishDavis Avatar @RoguishDavis on X 2025-06-23 18:24:51 UTC XXX followers, XX engagements

"$STNE JPM giving its HNW private clients a little gift here maybe I'm w/ JPM. 1/4 size to open. Not a great technical entry but that's okay once in awhile. IF they want to they can hold this stock up; and it's on a shelf here"
@RoguishDavis Avatar @RoguishDavis on X 2025-07-20 14:22:07 UTC XXX followers, XXX engagements

"$REGN seems fine here to me 1/4 size to open"
@RoguishDavis Avatar @RoguishDavis on X 2025-07-20 15:21:21 UTC XXX followers, XX engagements

"$GSOL XXX% exp load + HEFTY NAV premium; no thx"
@RoguishDavis Avatar @RoguishDavis on X 2025-07-12 19:27:54 UTC XXX followers, XX engagements

"absolutely f'in luv this $REXR ahead of earnings 1/3 to open saving 1/3 @ XX 1/3 @ XX in case of a pullback. no clue what the analysts are thinking here myself"
@RoguishDavis Avatar @RoguishDavis on X 2025-07-16 06:27:08 UTC XXX followers, XXX engagements

"-- so I think abt that contextually on this upcoming leg of Tariff pullbacks (w/ standing HCare which will be new) - shld be less extreme than Apr (higher lows etc etc)"
@RoguishDavis Avatar @RoguishDavis on X 2025-07-19 10:17:31 UTC XXX followers, XX engagements

"$MCS coiling . not inclined to chase '24 highs myself"
@RoguishDavis Avatar @RoguishDavis on X 2025-07-14 15:08:11 UTC XXX followers, XX engagements

"$EPR really comes down to the right multiple on AFFO - and within the sector; there are better opps imo; here this used to trade lower on book and AFFO - was there a regime shift I do not know; do not care (that much) just cuing on sector alternatives on a risk-reward basis"
@RoguishDavis Avatar @RoguishDavis on X 2025-07-19 10:49:09 UTC XXX followers, XX engagements

"$TMDX settles for the day in an air pocket w/ massive downward momentum; XX% short int. so lower is the path of least resistance . probably another XX% down here in a relatively short period of time"
@RoguishDavis Avatar @RoguishDavis on X 2025-07-21 22:46:24 UTC XXX followers, XXX engagements

"$PBR looks fine here imo 1/4 size to open"
@RoguishDavis Avatar @RoguishDavis on X 2025-07-20 15:54:02 UTC XXX followers, XX engagements

"$BIIB it's a yes from me 1/4 size to open; really remarkable what has happened here"
@RoguishDavis Avatar @RoguishDavis on X 2025-07-20 15:09:24 UTC XXX followers, XXX engagements

"Here's the list I am (presently) going through "Future MoMo Shorts" cut #1* all +MoMo rn $ASTS XXXXX $SMR XXXXX $HOOD XXXXXX $JOBY XXXXX $RGTI XXXXX $COIN XXXXXX $GLXY XXXXX $UUUU XXXX $ASPI XXXXX $RBLX XXXXXX $KTOS XXXXX $RBC XXXXXX $CRCL XXXXXX $LEU XXXXXX $OKLO 68.98"
@RoguishDavis Avatar @RoguishDavis on X 2025-07-21 05:39:41 UTC XXX followers, XXX engagements

"@WallStreetMav Donald Trump did it: no more taking off the shoes; no more TSA Harassment for 5oz bottles of liquid or opened bottles of water. The man loves the American traveling class; God Bless him"
@RoguishDavis Avatar @RoguishDavis on X 2025-07-21 05:04:48 UTC XXX followers, XX engagements

"$CALX the f'ery is about to begin. you ridin w/ RoguishDavis"
@RoguishDavis Avatar @RoguishDavis on X 2025-07-11 23:11:20 UTC XXX followers, XX engagements

"WHO IS EXCITED ABOUT $XRPUSD Vol $XRPI . huh"
@RoguishDavis Avatar @RoguishDavis on X 2025-07-18 10:30:49 UTC XXX followers, XX engagements

"$ABG tough call . leaning bearish myself; Bofa really hit the gas tho. . (who loves this quote/scene)"
@RoguishDavis Avatar @RoguishDavis on X 2025-07-05 20:33:08 UTC XXX followers, XXX engagements

"$IEP seems like a lot of Cash/CSEs; 1q25 perf not stellar; but they didn't cut the divid. now yielding 20%. P on TBV looks cheap here. just sayin' probably not in true credit distress as it's trading; not sure what the short thesis is myself. +1/4 size"
@RoguishDavis Avatar @RoguishDavis on X 2025-07-14 17:49:10 UTC XXX followers, XXX engagements

"$LW it is a yes from me here. Value peeps"
@RoguishDavis Avatar @RoguishDavis on X 2025-07-08 11:57:59 UTC XXX followers, XXX engagements

"Sector Momentum by Industry (7.11.25) (not market cap weighted)"
@RoguishDavis Avatar @RoguishDavis on X 2025-07-12 08:57:20 UTC XXX followers, XX engagements

"@calvinfroedge . and also no yield ponzicoin appreciation scams are in fact happening via offshore accounts . we had a family member lose a non inconsequential sum of $$ in one. Large Cayman entity - hey what's leverage for the scammers on this stuff on OPM deposits 10-50x"
@RoguishDavis Avatar @RoguishDavis on X 2025-07-21 05:09:24 UTC XXX followers, XXX engagements

"$CHYM $HNGE $MNTN IPO not too too hot no what are these companies worth do you think you like these charts or nah"
@RoguishDavis Avatar @RoguishDavis on X 2025-07-13 20:26:58 UTC XXX followers, XXX engagements

"$ALV I think this is o/b here; not much upside to Street P/Ts. CFO leaving 12/31 for diff job. On the +side co nicely supporting shares here. Still s/t o/b book and move imo"
@RoguishDavis Avatar @RoguishDavis on X 2025-07-17 11:00:32 UTC XXX followers, XXX engagements

"$ALV I can not say that I've seen this before. RoguishDavis FLAG @ 116chg; VERY next day Gap Down into a . GARY SMITH CLASSIC SHORT: VOLUME = SMA(50VOLUME) * X AND CLOSE YESTERDAY'S CLOSE * XXXX AND CLOSE YESTERDAY'S MIN(5CLOSE) . well look at that pretty cool"
@RoguishDavis Avatar @RoguishDavis on X 2025-07-19 23:15:28 UTC XXX followers, XXX engagements

"HCare sold off enough here today; you have to wonder if some sort of news leaked re tariffs / targeting of these companies. $BRKR $GMED $TXG $SMLR $GEHC $MTD $TMO $PRCT $WAT $A $TMDX $STVN $BDX $COO $BAX $ALKS $MRK $SNY $GSK $PFE $ZTS $MRNA $NVS $PRGO $AZN maybe es possible"
@RoguishDavis Avatar @RoguishDavis on X 2025-07-21 22:13:40 UTC XXX followers, XXX engagements

"$VEEV . next QTR represents a pretty large increase in operating margin to hit the bottom line EPS; one wld think only the co itself wld have guided the sellside there; inclined to look at a little more exotic strats e.g. Long Sep Iron Butterfly ATM expecting IV to increase"
@RoguishDavis Avatar @RoguishDavis on X 2025-07-13 19:19:48 UTC XXX followers, XXX engagements

"$VZ support will either hold or it won't: it is written. Street walked down p/ts here into earnings. Under the hood doesn't look bad at all. pullbacks into the mid30s wld be interesting imo. So we wait and watch. Nice divvy no real credit stress imo"
@RoguishDavis Avatar @RoguishDavis on X 2025-07-17 11:07:20 UTC XXX followers, XXX engagements

"1889 Co $TRMD is bid; and is trading below book. You on board"
@RoguishDavis Avatar @RoguishDavis on X 2025-07-08 10:58:14 UTC XXX followers, XXX engagements

"$ODD GS doesn't like this and co-founder / CEO huge 5.5m share block trade in May'25 doesn't feelz so great to me"
@RoguishDavis Avatar @RoguishDavis on X 2025-07-08 21:45:26 UTC XXX followers, XXX engagements

"$KBR cld settle range bound 45-55. Not a terrible entry imo. but I/we wait"
@RoguishDavis Avatar @RoguishDavis on X 2025-07-19 22:33:54 UTC XXX followers, XX engagements

"$GRAL MS @ XX . Cash / Sh 17; BV XX . head scratcher. XX% short interest. not wanting to wrap my head around this Illumina spin out and its cap structure w/o (a lot) moar coffee this am"
@RoguishDavis Avatar @RoguishDavis on X 2025-07-22 11:25:44 UTC XXX followers, XX engagements

"$WK is bid; some will call 4a quadbottom; others DblTopBreakout; even others Ascending TripleTopBrkout; RevGrowthShldbeFine; EPS yet unproven likely to not* go EPS+ for the 1x . will the Mkt care dunno. 5x Sales; not hvy dilution; Street supportive here. SCALE 1/4 to open"
@RoguishDavis Avatar @RoguishDavis on X 2025-07-10 01:23:34 UTC XXX followers, XXX engagements

"$FIX really too hard to tell without bulge IB getting in there. IB w/ global footprint and boots on the ground in CHN/Asia . to know how far this can run and what appropriate multiples are. IF your bull case is reshoring which it seems to be given multiple expansion"
@RoguishDavis Avatar @RoguishDavis on X 2025-07-04 18:27:11 UTC XXX followers, XX engagements

"$SEZL ppl booking profits; coming off o/b lvls. I wld scared to death to short this much growth. imagine if someone acquired this co FACE RIPPER not worth it imo. I might even buy it on support entry lower. flagged"
@RoguishDavis Avatar @RoguishDavis on X 2025-07-12 18:28:41 UTC XXX followers, XXX engagements

"$DV I like Feb'26c ATM right here right now + Common to open"
@RoguishDavis Avatar @RoguishDavis on X 2025-07-06 12:22:41 UTC XXX followers, XX engagements

"$ERJ down XX% from this post; NOW tryin' hold the 50dMA here. they're going to try to hold this up through earnings and 3q. but then shorts gonna give them a lickin' imo"
@RoguishDavis Avatar @RoguishDavis on X 2025-07-17 19:26:12 UTC XXX followers, XXX engagements

"$ACN shld be an easy ride to 3hundie looks like it has bottom'd imo"
@RoguishDavis Avatar @RoguishDavis on X 2025-07-19 22:39:30 UTC XXX followers, XXX engagements

"the bid in $LSPD is real; BUT . Sellside doesn't seem on board; so probably check w/ them imo"
@RoguishDavis Avatar @RoguishDavis on X 2025-07-17 00:02:59 UTC XXX followers, XX engagements

"@lazereater this company appears to have traded in the 1.5x to 1.6x price-to-sales range; as well as mid-teens P/Es . trading at what 25x that is expensive to me. The company has a .50% div yield. What is the upside here . next"
@RoguishDavis Avatar @RoguishDavis on X 2025-07-21 20:02:56 UTC XXX followers, XX engagements

"$TSN GS @ XX . Aug 60c Butterflies in play. Aug 50-60c spd 4x seems bottom of the range here. good entry imo. 1/3 size"
@RoguishDavis Avatar @RoguishDavis on X 2025-07-18 10:47:39 UTC XXX followers, XX engagements

"$AIOT this appears incredibly undervalued. Easy 20%+ . maybe the analysts right (+200%) call them"
@RoguishDavis Avatar @RoguishDavis on X 2025-07-18 05:33:16 UTC XXX followers, XXX engagements

"$IGSB iShares 1-5yr IGCorp $GSBD GS BDC AssetMgmt $FSK FS KKR AssetMgmt $MFIC MidCap Fin $WDI WAsset $GBDC $OBDC $SLRC $BXSL $MSIF $NOAH $AB $TSLX $APAM $OMF $SDHY $AEG $HSBC . LISTOS"
@RoguishDavis Avatar @RoguishDavis on X 2025-06-28 12:18:38 UTC XXX followers, XX engagements

"Pockets of Potential Interest +MoMo $XLC Broadcasting $XLY Packaging Resi Construction $XLP Brewers Wine $XLE yes. $XLF AssetMgrs Credit $XLK selectively $XLV Diagnostics Pharma $XLI yes. $XLB yes. $XLRE yes"
@RoguishDavis Avatar @RoguishDavis on X 2025-07-12 08:57:21 UTC XXX followers, XX engagements

"-MoMo $XLC Gaming $XLY Personal Services Specialty Retail $XLP Disc Stores $XLF Insurance sans ReIns $XLK CPU Hardware $XLB select metals and mining O/B $XLU electric renewables"
@RoguishDavis Avatar @RoguishDavis on X 2025-07-12 08:57:22 UTC XXX followers, XXX engagements

"$HUM I wld not be surprised to see a big bottom line beat. Last Qtr nice eps beat; big rxn Friday's Yolo Calls cld pay off nicely. XXX XXXXX XXX. AugReg calls look interesting here.sprd on 7/31 personally I hate this space l/t (regulation risks) but good risk-reward here imo"
@RoguishDavis Avatar @RoguishDavis on X 2025-07-17 10:50:48 UTC XXX followers, XXX engagements

"w/ economy slowing inflation above policy target w/ tariff headwinds $GL is one of those low beta defensive names ppl hide in. I'd be most inclined to write strangles; but mkt depth won't allow for anyone to do so. it's just going to sit right here for the remainder of the yr"
@RoguishDavis Avatar @RoguishDavis on X 2025-07-05 20:17:52 UTC XXX followers, XX engagements

"$BLCO this the one Paulson jumped on along with his cool hundie ($100m) in $PPTA"
@RoguishDavis Avatar @RoguishDavis on X 2025-07-02 23:56:09 UTC XXX followers, XXX engagements

"if this was '00/'01 Helene might tweet about her Mom calling to ask about $CSCO. Today rn Street absolute crickets no . how apropos that this will be one of the names that leads us lower. buy writes in play - wld be advisable to collar w/ that premium imo"
@RoguishDavis Avatar @RoguishDavis on X 2025-07-11 22:51:21 UTC XXX followers, XX engagements

"$WFRD we flagged this Jun21; up XX% since (what's that annualized)"
@RoguishDavis Avatar @RoguishDavis on X 2025-07-10 02:09:21 UTC XXX followers, XX engagements

"$BRK/A and /B cleaning through 200dMAs . margins are amazing; these guys really built a fantastic portfolio company. UBS sees good upside. Cld do a lot worse"
@RoguishDavis Avatar @RoguishDavis on X 2025-07-08 12:03:38 UTC XXX followers, 1389 engagements

"$CASY GS @ XXX. feels much better than this. INSIDERS SELLING UP HERE WOULDN'T YOU you want to baghold for the C-Suite"
@RoguishDavis Avatar @RoguishDavis on X 2025-07-06 23:02:38 UTC XXX followers, XX engagements

"IF THE SHIP GOES DOWN. First cut $SJNK SPDR s/t jnk $SHYG iShares 0-5 HYCorp $FLRN SPDR IG Floater $IGSB iShares 1-5yr IGCorp $GSBD GS BDC AssetMgmt $FSK FS KKR AssetMgmt $MFIC MidCap Fin $WDI WAsset $GBDC $OBDC $SLRC $BXSL $MSIF $NOAH $AB $TSLX $APAM $OMF $SDHY $AEG $HSBC"
@RoguishDavis Avatar @RoguishDavis on X 2025-06-22 23:39:56 UTC XXX followers, XXX engagements

"$LX ppl don't seem to be convinced. Channeling down here. On the surface looks like technically driven. something to keep an eye on. not keen to short something at 6x"
@RoguishDavis Avatar @RoguishDavis on X 2025-07-19 00:03:56 UTC XXX followers, XX engagements

"No one ever (seemingly) shorts $NDAQ (or $ICE) and as a result they have obscene valuations. I'd book profit here; don't be greedy"
@RoguishDavis Avatar @RoguishDavis on X 2025-07-20 14:16:08 UTC XXX followers, XX engagements

"moar rate products . beaten down energy + rate products . things of value in this overheated (multiples) equities . growth slowing . stagflation economy . $KREF yes sir right here"
@RoguishDavis Avatar @RoguishDavis on X 2025-06-28 12:37:33 UTC XXX followers, XX engagements

"$IVN.TO abt as cheap as can be on book here inclined to open 1/4 to 1/3 . (always be scaling) visible 30-70% upside here imo"
@RoguishDavis Avatar @RoguishDavis on X 2025-07-17 00:09:40 UTC XXX followers, XX engagements

"$REGN has not gone o/h monthly r2 since Aug'24 . resistance here - but tits on valuation imo . look to scale in on a/the (upcoming o/b) pullback. MS and JPM will not be wrong on this name"
@RoguishDavis Avatar @RoguishDavis on X 2025-07-14 17:20:11 UTC XXX followers, XXX engagements

"$TROX is trading like oil covid contago @ just over 1/2 turn on book"
@RoguishDavis Avatar @RoguishDavis on X 2025-06-09 20:26:55 UTC XXX followers, XXX engagements

"$BST is Millennium short this Lol. they're short $NVDA huh . I CAN NOT WAIT FOR THESE (market) LEVELS TO SELL OFF you hey you think Millennium smart little siloed pools of FinIP quant'ing and stuff"
@RoguishDavis Avatar @RoguishDavis on X 2025-07-20 09:10:35 UTC XXX followers, XX engagements

"All you ninja Candlestick folk; we flagged $BAH on 6/21 . look at it now"
@RoguishDavis Avatar @RoguishDavis on X 2025-07-02 18:44:08 UTC XXX followers, XX engagements

"$SHOO still down; CITI on the tape yesterday @ 32"
@RoguishDavis Avatar @RoguishDavis on X 2025-07-18 23:43:40 UTC XXX followers, XX engagements

"$THS two days of buying. BCS knocked this this week. For me since slightly in the money here wld probably back off to 1/4 size. Not enough sellside support"
@RoguishDavis Avatar @RoguishDavis on X 2025-07-18 11:03:29 UTC XXX followers, XX engagements

"$SJM another we absolutely f'in nailed for TeamRoguishDavis. Take profits. +10% in 23d is very good"
@RoguishDavis Avatar @RoguishDavis on X 2025-07-18 10:50:31 UTC XXX followers, XX engagements

"$ROG priced near book; feels like this is a mgmt turnaround story atm . no reason to play this either dxn imo; but maybe an opp for M&A IB to knock on the door"
@RoguishDavis Avatar @RoguishDavis on X 2025-07-14 17:28:05 UTC XXX followers, XX engagements

"How's your "Space" Portfolio today hm $ATRO $ASTS . etc. etc"
@RoguishDavis Avatar @RoguishDavis on X 2025-07-07 17:06:28 UTC XXX followers, XXX engagements

"all of sudden ppl luvin' on Korean Equities ; okay alright maybe (I have not looked as of yet) . but (even so) you still have to pick and choose. here $KEP absolutely no reason to own a Ute w/ such a small divvy (and many foreign Utes have high Div%)"
@RoguishDavis Avatar @RoguishDavis on X 2025-07-19 10:31:27 UTC XXX followers, XX engagements

"we flagged $FIVN last year for a +50% move in 2mo $FIVN here and now. again for 25-30% . imho"
@RoguishDavis Avatar @RoguishDavis on X 2025-07-08 11:11:12 UTC XXX followers, XXX engagements

"$FSS bleeding. like to continue down for another 15%+ imo. Street hates this; valuation makes no sense here"
@RoguishDavis Avatar @RoguishDavis on X 2025-07-15 17:16:22 UTC XXX followers, XX engagements

"$AMT congrats to the C-suite and literally no one else. X% dividend pfft. next"
@RoguishDavis Avatar @RoguishDavis on X 2025-07-15 17:33:09 UTC XXX followers, XX engagements

"$NN w/ the Convert( $190m X% redeemable senior secured convertible notes 2028) and Insider Shelf w/ Warrants why be in the common here LOOK AT THE INSIDERS SELLING. absolutely no way I wld EVER touch this common.under such circumstances. 2me4me 10-13 range bound best case"
@RoguishDavis Avatar @RoguishDavis on X 2025-07-19 11:09:00 UTC XXX followers, XXX engagements

"$CNR need more DD. . but is '24 highs Donnie related I wld be inclined to look at strangling this"
@RoguishDavis Avatar @RoguishDavis on X 2025-07-14 15:12:03 UTC XXX followers, XXX engagements

"$OPEN indicating up by a lot on a % basis this AM. This cycle has so many of these sh&tcos. do you have a short list yet: Today's "hot stonks" tomorrow's OpenDoors and Oatlys. hm MINT YOU SOME MONEY IN REALITY AND THE DESTRUCTION OF -FALSE HOPE- YOU SHOULD"
@RoguishDavis Avatar @RoguishDavis on X 2025-07-21 12:56:00 UTC XXX followers, XXX engagements

"Brinkman Special $PTGX working off some oversold (OS) conditions today w/ buyers stepping in"
@RoguishDavis Avatar @RoguishDavis on X 2025-07-10 01:27:23 UTC XXX followers, XX engagements

"$CPNG off the top; For AugRegs I like: L 33c S 35c @ ($0.50) 4x R:R S 27p @ +$0.42 Net (-$0.08) 24x BUT always cash collateralize your short exposure and be ready to buy those shares (of course)"
@RoguishDavis Avatar @RoguishDavis on X 2025-06-29 13:05:52 UTC XXX followers, XX engagements

"$ULS Citi says there is NO UPSIDE HERE wut do you think Hey wut do you think abt their Rev Growth stellar or nah"
@RoguishDavis Avatar @RoguishDavis on X 2025-07-21 20:11:11 UTC XXX followers, XX engagements

"$ADNT in some respects certain perfect technical set-up short. for me will find footing Apr Street brought #s down here; just as likely perhaps likely to only pullback slightly +consolidate. B/C the Apr Tariff Tantrum Tariff%%% than current p rxn shld be less extreme"
@RoguishDavis Avatar @RoguishDavis on X 2025-07-19 10:17:30 UTC XXX followers, XX engagements

"$ODD inside day; dunno GS hates this should we lower i think"
@RoguishDavis Avatar @RoguishDavis on X 2025-07-21 20:42:18 UTC XXX followers, XX engagements

"$PCG Debating doubling here from 1/3 to 2/3. reduce basis from $XXXXX to $XXXXX. doing a one turn on book. Divvy come back in time. just starting out"
@RoguishDavis Avatar @RoguishDavis on X 2025-07-19 22:29:05 UTC XXX followers, XX engagements

"$CASY wld some make a real gd dmn ops mkt in this name . GS will be RIGHT here. 30x WAY TOO MUCH . (imho was I shouting did I shout sorry not sorry)"
@RoguishDavis Avatar @RoguishDavis on X 2025-07-19 10:53:32 UTC XXX followers, XX engagements

"$OLN similar chart as $HUN Street seemingly less lovey dovey tho. so . that"
@RoguishDavis Avatar @RoguishDavis on X 2025-07-10 01:44:09 UTC XXX followers, XXX engagements

"$DAN another good technical set-up short; margins are a little thin but stable; Street (very) bullish; so in lieu of a short I am going to flag this for a better entry (evaluation) long"
@RoguishDavis Avatar @RoguishDavis on X 2025-07-19 10:24:35 UTC XXX followers, XX engagements

"$SAM GS takes them from XXX to the ominous XXX. you know what is crazy tho; $SAM looks like $WMT and $COST should - and hopefully will when Mr. Market comes for them"
@RoguishDavis Avatar @RoguishDavis on X 2025-07-08 11:26:12 UTC XXX followers, XXX engagements

"$BSY looking pretty much fully priced up here imo . surprised to see it bid today. must by all those hollow candles . unlikely to run that much higher if at all imo (for now)"
@RoguishDavis Avatar @RoguishDavis on X 2025-06-17 19:54:35 UTC XXX followers, XXX engagements

"@GoldmanSachs can you post a list of ppl that started their careers in GS M&A . thx. cc @ErinBurnett"
@RoguishDavis Avatar @RoguishDavis on X 2025-07-21 21:59:56 UTC XXX followers, XX engagements

"$LYB bid hit resistance; and UBS says LOWER. so pass"
@RoguishDavis Avatar @RoguishDavis on X 2025-07-10 01:57:40 UTC XXX followers, XX engagements

"Team CLARK looking pretty strong for the WNBA All-Star Game; in the 3pt Shootout. if @lexiehulll gets hot; look-out not sure if you caught her 3pt UNBELIEVABLE ASCENSION in 2H of @WNBA '24 season; pretty remarkable. #LightsOut"
@RoguishDavis Avatar @RoguishDavis on X 2025-07-19 11:44:33 UTC XXX followers, XX engagements

"$KOF what do these guys spend so much on CAPEX on . just not enough juice or yield in this for me"
@RoguishDavis Avatar @RoguishDavis on X 2025-07-06 11:07:47 UTC XXX followers, XX engagements

"$ERJ we did it AGAIN . headed towards the lower BB here; wld cover myself. -XX% in 15d -- wut is that like 2300% annualized"
@RoguishDavis Avatar @RoguishDavis on X 2025-07-19 10:08:32 UTC XXX followers, XX engagements

"$DRI flagged this (lower) on Jul6 @ XXX now . XXX and falling. X% to TeamRoguishDavis #JustLikeThat (annualize dat k thx.)"
@RoguishDavis Avatar @RoguishDavis on X 2025-07-13 12:35:43 UTC XXX followers, XXX engagements

"$CG . $PLTR should buy them RIGHT HERE . at a XX% premium wld that scare the livin' sh*t out of you (it shld) . it's now above sellside targets; and if inclined to play this both ways shld consider waiting for it to become overbought (not quite there as of yet)"
@RoguishDavis Avatar @RoguishDavis on X 2025-07-04 11:03:27 UTC XXX followers, XX engagements

"$NKE seasonality is not favorable here; gaps underneath to fill; margins hurtin' will be a process the all clear is not here quite yet. + Apparel pressure from forthcoming tariff implementation after WIP/Inventory Channel Stuffing earlier this year"
@RoguishDavis Avatar @RoguishDavis on X 2025-07-22 11:40:54 UTC XXX followers, XX engagements

"we are buying this pullback in $ZD Ziff-Davis at this fantastic valuation. #RinseRepeat"
@RoguishDavis Avatar @RoguishDavis on X 2025-07-16 23:32:16 UTC XXX followers, XX engagements

"$MMM that didn't take long. 1d. Lol. BEARISH ENGULFING. Expecting follow-through after Mon AM PMs meet and let their traders loose this week. #TagAndBagBoys"
@RoguishDavis Avatar @RoguishDavis on X 2025-07-20 14:03:57 UTC XXX followers, XX engagements

creator/x::RoguishDavis
/creator/x::RoguishDavis