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

CrashDavis posts on X about wld, jpm, headed, $epr 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 +4.90%
- X Month XXXXXX +394%
- X Months XXXXXX +760%

### 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 Week XXX +3.80%
- X Month XXX +168%
- X Months XXX +454%

### 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 +11%
- X Month XXX +46%
- X Months XXX +62%

### CreatorRank: XXXXXXXXX [#](/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)  XX% [finance](/list/finance)  X% [cryptocurrencies](/list/cryptocurrencies)  XXXX% [technology brands](/list/technology-brands)  XXXX% [fashion brands](/list/fashion-brands)  XXXX% [automotive brands](/list/automotive-brands)  XXXX% [currencies](/list/currencies)  XXXX% [celebrities](/list/celebrities)  XXXX% [exchanges](/list/exchanges)  XXXX%

**Social topic influence**
[wld](/topic/wld) 3.43%, [jpm](/topic/jpm) 2%, [headed](/topic/headed) 1.14%, [$epr](/topic/$epr) 0.86%, [$hun](/topic/$hun) 0.86%, [$aal](/topic/$aal) 0.86%, [money](/topic/money) 0.86%, [atm](/topic/atm) 0.86%, [gamma](/topic/gamma) 0.86%, [happened](/topic/happened) XXXX%

**Top accounts mentioned or mentioned by**
[@15minofpham](/creator/undefined) [@lazereater](/creator/undefined) [@calvinfroedge](/creator/undefined) [@annaeconomist](/creator/undefined) [@kpak82](/creator/undefined) [@jimcramer](/creator/undefined) [@elonmusk](/creator/undefined) [@tesla](/creator/undefined) [@realdonaldtrump](/creator/undefined) [@chartfest1](/creator/undefined) [@newsquawk](/creator/undefined) [@goldmansachs](/creator/undefined) [@erinburnett](/creator/undefined) [@macroedgeres](/creator/undefined) [@trendspider](/creator/undefined) [@lexiehulll](/creator/undefined) [@wnba](/creator/undefined) [@wallstreetmav](/creator/undefined) [@santiagoaufund](/creator/undefined) [@timmerfidelity](/creator/undefined)

**Top assets mentioned**
[EPR Properties (EPR)](/topic/$epr) [Huntsman Corporation (HUN)](/topic/$hun) [American Airlines Group Inc (AAL)](/topic/$aal) [Booz Allen Hamilton Holding, Corp. (BAH)](/topic/$bah) [Comfort Systems USA, Inc. (FIX)](/topic/$fix) [Casey's General Stores, Inc. (CASY)](/topic/$casy) [ODDITY Tech Ltd. Class A Ordinary Shares (ODD)](/topic/$odd) [PAC Protocol (PAC)](/topic/$pac) [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/$hsbc) [Southwest Airlines Co (LUV)](/topic/$luv) [TransMedics Group, Inc. Common Stock (TMDX)](/topic/$tmdx) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Regeneron Pharmaceuticals Inc (REGN)](/topic/$regn) [Biogen Inc (BIIB)](/topic/$biib) [FIVE9, INC. (FIVN)](/topic/$fivn) [Embraer S.A. (ERJ)](/topic/$erj) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [Lamb Weston Holdings Inc (LW)](/topic/$lw) [Globe Life Inc (GL)](/topic/$gl) [Amer Sports, Inc. (AS)](/topic/$as) [Scorpio Tankers Inc. (STNG)](/topic/$stng) [PonziCoin (PONZI)](/topic/ponzicoin) [CENTURY COMMUNITIES, INC. (CCS)](/topic/$ccs) [Chime Financial, Inc. Class A Common Stock (CHYM)](/topic/$chym) [Hinge Health, Inc. (HNGE)](/topic/$hnge) [Mohawk Industries, Inc. (MHK)](/topic/$mhk) [UL Solutions Inc. (ULS)](/topic/$uls) [Adient plc Ordinary Shares (ADNT)](/topic/$adnt) [Alvey Chain (WALV)](/topic/$alv) [Berkshire Hathaway Inc. (BRK.A)](/topic/$brka) [Harley-Davidson, Inc. (HOG)](/topic/$hog) [Tesla, Inc. (TSLA)](/topic/tesla) [StoneCo Ltd. Class A Common Shares (STNE)](/topic/$stne) [Asana, Inc. Class A Common Stock (ASAN)](/topic/$asan) [PG&E, Corp. (PCG)](/topic/$pcg) [Shakita Inu (SHAK)](/topic/$shak) [CVR ENERGY, INC. (CVI)](/topic/$cvi) [AppFolio, Inc. Class A (APPF)](/topic/$appf)
### Top Social Posts [#](/creator/twitter::1834023317721829376/posts)
---
Top posts by engagements in the last XX hours

"$FIX reports on 7-24. I think this is headed back to much lower levels. Inclined to short this right here. Declines have been steep and fast previously. Where is the opposite is not true; and no one can gamma fake it / manipulate it either"  
![@RoguishDavis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1834023317721829376.png) [@RoguishDavis](/creator/x/RoguishDavis) on [X](/post/tweet/1947733714198241409) 2025-07-22 19:01:19 UTC XXX followers, XX 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, XXX engagements


"$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


"@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


"$CCS great entry; great price; lotta FHA biz including originating and selling those loans; shld have another name or two on the sellside. Trading a steep discount to book. GoodtoGo imo"  
![@RoguishDavis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1834023317721829376.png) [@RoguishDavis](/creator/x/RoguishDavis) on [X](/post/tweet/1939757558748848597) 2025-06-30 18:46:55 UTC XXX followers, XX engagements


"$AIV in good hell is this $525M asset sale = your $XXXX special dividend. Book Value is less than $X per share Check them out preCovid. is that much more realistic What the f' is this b/s"  
![@RoguishDavis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1834023317721829376.png) [@RoguishDavis](/creator/x/RoguishDavis) on [X](/post/tweet/1947725532352708686) 2025-07-22 18:28:48 UTC XXX followers, XX 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


"$MHK I think it will be tough for them to hit their #s but not willing to speculate . or take a strong paper or cash position into earnings here"  
![@RoguishDavis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1834023317721829376.png) [@RoguishDavis](/creator/x/RoguishDavis) on [X](/post/tweet/1948122331693642232) 2025-07-23 20:45:32 UTC XXX followers, XX engagements


"@AnnaEconomist Probably same / similar trends as last time; which req'd parsing (gov/corp). also weren't all these gov layoff quasi golden parachute like won't the axe really fall once the window closes and layoffs come in 4q/1q26 . let's pray for massive fat cutting $$$ saving"  
![@RoguishDavis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1834023317721829376.png) [@RoguishDavis](/creator/x/RoguishDavis) on [X](/post/tweet/1947793847926321633) 2025-07-22 23:00:16 UTC XXX followers, 1226 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


"$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


"$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, XXX engagements


"$HUN ppl steppin' in here; good on book; gearing a little iffy; 1/4 size playin' to 13.5"  
![@RoguishDavis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1834023317721829376.png) [@RoguishDavis](/creator/x/RoguishDavis) on [X](/post/tweet/1943123342749315250) 2025-07-10 01:41:21 UTC XXX followers, XXX 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, 1396 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, XXX 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, XXX 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, XXX 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


"$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


"$ASAN really nice technical set-up BUT MS and JPM scare me away here"  
![@RoguishDavis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1834023317721829376.png) [@RoguishDavis](/creator/x/RoguishDavis) on [X](/post/tweet/1942548308637180236) 2025-07-08 11:36:22 UTC XXX followers, XXX 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


"$XAL $AAL $LUV S&P flags e-warning on airlines. Yo dawg these got like debt they rate and stuff they worried about bond holders they paid for that"  
![@RoguishDavis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1834023317721829376.png) [@RoguishDavis](/creator/x/RoguishDavis) on [X](/post/tweet/1948057136266678312) 2025-07-23 16:26:29 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


"$CVI don't talk to me about crack spreads; call Scotia. There's no juice here . path of least resistance is down. Terrible price on book - and - SHOW ME THE MONEY (where's the divvy or OpMrgn%) huh"  
![@RoguishDavis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1834023317721829376.png) [@RoguishDavis](/creator/x/RoguishDavis) on [X](/post/tweet/1945926688270897239) 2025-07-17 19:20:50 UTC XXX followers, XXX engagements


"$APPF I don't like the valuation myself; even the Street doesn't see much upside here; at overbought lvls I'd be inclined to sell here. 2q24 sell-off was a dozzy"  
![@RoguishDavis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1834023317721829376.png) [@RoguishDavis](/creator/x/RoguishDavis) on [X](/post/tweet/1946864366218826015) 2025-07-20 09:26:50 UTC XXX followers, XX 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


"$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


"$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


"$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


"40min back to green did you panic Lol $GOOGL"  
![@RoguishDavis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1834023317721829376.png) [@RoguishDavis](/creator/x/RoguishDavis) on [X](/post/tweet/1948121046495723563) 2025-07-23 20:40:26 UTC XXX followers, XX 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


"$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


"-- very rarely bullish on Ute names . here $EIX looks like a very good price and entry 1/4 size. Tax loss sales will likely hold this down most of the 2H . buying for yield value and for eventual '26/'27 price appreciation where one can sell/trim"  
![@RoguishDavis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1834023317721829376.png) [@RoguishDavis](/creator/x/RoguishDavis) on [X](/post/tweet/1947967014234128432) 2025-07-23 10:28:22 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


"$BDN looks fine to me here. 40yr old REIT just recap'd lot of banks on the paper"  
![@RoguishDavis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1834023317721829376.png) [@RoguishDavis](/creator/x/RoguishDavis) on [X](/post/tweet/1938721502028869768) 2025-06-27 22:10:00 UTC XXX followers, XX engagements


"are you ready Banks and Fins kick off 2q25 earnings next week . $BK $BLK $C $JPM $STT $WFC $BAC $GS"  
![@RoguishDavis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1834023317721829376.png) [@RoguishDavis](/creator/x/RoguishDavis) on [X](/post/tweet/1943341283801501718) 2025-07-10 16:07:22 UTC XXX followers, XX engagements


"$IESC I see little to no upside here; this overvalued"  
![@RoguishDavis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1834023317721829376.png) [@RoguishDavis](/creator/x/RoguishDavis) on [X](/post/tweet/1947634242072322554) 2025-07-22 12:26:03 UTC XXX followers, XX engagements


"$CMG f'in NAILED IT Again -- Jun22'25 Premarket Jul XX 08:11AM ET XXXXX -XXXX -12.47%"  
![@RoguishDavis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1834023317721829376.png) [@RoguishDavis](/creator/x/RoguishDavis) on [X](/post/tweet/1948355717309600134) 2025-07-24 12:12:56 UTC XXX followers, XX engagements


"$LU we do not know yet do we but we are maybe little worried. EY Ming new auditors"  
![@RoguishDavis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1834023317721829376.png) [@RoguishDavis](/creator/x/RoguishDavis) on [X](/post/tweet/1941578396296937721) 2025-07-05 19:22:17 UTC XXX followers, XX 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


"$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


"$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


"$SEZL and just like that. ppl did in fact buy support . we right (again)"  
![@RoguishDavis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1834023317721829376.png) [@RoguishDavis](/creator/x/RoguishDavis) on [X](/post/tweet/1946702717411373150) 2025-07-19 22:44:30 UTC XXX followers, XX engagements


"$SBS did not catch the '24 "privatization"; and cannot believe the operating metric improvement: the type P/E folk dream of. Cash Cow. Moatish. Growth seems like they have a lot of rural country they can expand to Street @ USD24 here"  
![@RoguishDavis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1834023317721829376.png) [@RoguishDavis](/creator/x/RoguishDavis) on [X](/post/tweet/1946852613984559327) 2025-07-20 08:40:08 UTC XXX followers, XX 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


"$MANH let's see what happens next. MS initiated at UNDERWEIGHT and XXX p/t on Jul14'25. the plot thickens. how much volume this move this AM 13k shares Lol. FADE this move imo - IF - MS sticks"  
![@RoguishDavis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1834023317721829376.png) [@RoguishDavis](/creator/x/RoguishDavis) on [X](/post/tweet/1947994320121762105) 2025-07-23 12:16:52 UTC XXX followers, XX 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


"$ICL seems fully priced here. Street thinks so too"  
![@RoguishDavis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1834023317721829376.png) [@RoguishDavis](/creator/x/RoguishDavis) on [X](/post/tweet/1944099672802427327) 2025-07-12 18:20:56 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, XXX engagements


"$PAC we are still of the opinion that this is overvalued and headed lower"  
![@RoguishDavis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1834023317721829376.png) [@RoguishDavis](/creator/x/RoguishDavis) on [X](/post/tweet/1948364265762505106) 2025-07-24 12:46:54 UTC XXX followers, XX engagements


"$PWR Street not too bullish. Earnings Jul31. I'm inclined to lean short here"  
![@RoguishDavis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1834023317721829376.png) [@RoguishDavis](/creator/x/RoguishDavis) on [X](/post/tweet/1947981722525569498) 2025-07-23 11:26:49 UTC XXX followers, XX engagements


"$PRKS that is real buying right there + huge share support from the company. This is good here add imo"  
![@RoguishDavis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1834023317721829376.png) [@RoguishDavis](/creator/x/RoguishDavis) on [X](/post/tweet/1936525263874957799) 2025-06-21 20:42:56 UTC XXX followers, XXX engagements


"@Newsquawk -- we had you $GOOGL $AAL #HighHitRate #HighProbabilitySetUps"  
![@RoguishDavis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1834023317721829376.png) [@RoguishDavis](/creator/x/RoguishDavis) on [X](/post/tweet/1948353231421075909) 2025-07-24 12:03:03 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


"@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


"$GLW feels like a lot of buy writes. trash valuation imo tho. next"  
![@RoguishDavis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1834023317721829376.png) [@RoguishDavis](/creator/x/RoguishDavis) on [X](/post/tweet/1947984891133468692) 2025-07-23 11:39:24 UTC XXX followers, XX engagements


"$AON is coiled. They really sh&t the bed last qtr imo. Paltry XXXX% div yield and share dilution it's a pass from me. No reason to own this at this price imo"  
![@RoguishDavis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1834023317721829376.png) [@RoguishDavis](/creator/x/RoguishDavis) on [X](/post/tweet/1948129044433711483) 2025-07-23 21:12:13 UTC XXX followers, XX engagements


"@TrendSpider MeMe Stonks of names like $DNUT $GME $HTZ are like inflatable Beach Balls at an outdoor summer concert. . just a game. Might as well play craps"  
![@RoguishDavis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1834023317721829376.png) [@RoguishDavis](/creator/x/RoguishDavis) on [X](/post/tweet/1947992012189274118) 2025-07-23 12:07:42 UTC XXX followers, XX 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


"$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


"$FIVN is bid here - BUT be careful: Market is really trying to hold $FIVN down; AND they will likely be successful through earnings on 7-31. wait until the dust settles imo . Not sure why the Street soured - call them"  
![@RoguishDavis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1834023317721829376.png) [@RoguishDavis](/creator/x/RoguishDavis) on [X](/post/tweet/1947785542977892519) 2025-07-22 22:27:16 UTC XXX followers, XXX 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


"$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


"$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


"$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, XXX engagements


"$NEM I don't really care what happens and wish them and owners well"  
![@RoguishDavis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1834023317721829376.png) [@RoguishDavis](/creator/x/RoguishDavis) on [X](/post/tweet/1948122734543671380) 2025-07-23 20:47:08 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


"$FC it's a yes from me. Really well run company h/t CFO . their vendors must love them look at their build in prepaid expenses (w/o taxing anything else at the corporate level). Not sure what the short thesis remains down here candidly. Co not going to get outright canx'ld"  
![@RoguishDavis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1834023317721829376.png) [@RoguishDavis](/creator/x/RoguishDavis) on [X](/post/tweet/1941102425097765019) 2025-07-04 11:50:56 UTC XXX followers, XX engagements


"seeing -MoMo (even where MktCapWeightedPriceAxn is +) in: Ad Agencies AutoManu SpecialtyRetail Edu&TrainingServices Semis MedicalCareFacilities Steel Renewables"  
![@RoguishDavis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1834023317721829376.png) [@RoguishDavis](/creator/x/RoguishDavis) on [X](/post/tweet/1948114921256108083) 2025-07-23 20:16:06 UTC XXX followers, XX engagements


"$DLR ahead of earnings after the bell tomorrow Jul24'25 we like Aug 165p. This is an absolutely ridiculous valuation - don't be DUMB $$"  
![@RoguishDavis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1834023317721829376.png) [@RoguishDavis](/creator/x/RoguishDavis) on [X](/post/tweet/1948118493255053815) 2025-07-23 20:30:17 UTC XXX followers, XX engagements


"$LU replaced E&Y as auditors; late w/ SEC financials filing. rarely good signs. lot of 3dolla gamma"  
![@RoguishDavis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1834023317721829376.png) [@RoguishDavis](/creator/x/RoguishDavis) on [X](/post/tweet/1939050148459634864) 2025-06-28 19:55:55 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, 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


"$CNQ actually not a bad price here; but terrible entry likely to see even better pricing"  
![@RoguishDavis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1834023317721829376.png) [@RoguishDavis](/creator/x/RoguishDavis) on [X](/post/tweet/1938224325678846127) 2025-06-26 13:14:24 UTC XXX followers, XX engagements


"$GLPI is a rate product NNN; like $NNN (different subsector). No reason to rush in here. Should come in some"  
![@RoguishDavis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1834023317721829376.png) [@RoguishDavis](/creator/x/RoguishDavis) on [X](/post/tweet/1948120008313458887) 2025-07-23 20:36:18 UTC XXX followers, XX engagements


"$LMB I fail to see a strong bull case here; and think that this is stretched. Brooks doubling up on the Revolver and LCs . (just in case; prudence tho)"  
![@RoguishDavis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1834023317721829376.png) [@RoguishDavis](/creator/x/RoguishDavis) on [X](/post/tweet/1940199239319265596) 2025-07-02 00:02:00 UTC XXX followers, XXX engagements


"@SantiagoAuFund tis the crazy part about these post dotbomb days: the relative fiat devaluation; watch tokenized assets take hold"  
![@RoguishDavis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1834023317721829376.png) [@RoguishDavis](/creator/x/RoguishDavis) on [X](/post/tweet/1947688839423598923) 2025-07-22 16:03:00 UTC XXX followers, XXX 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, XXX 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


"$CRK this aged well; we'd be inclined to start very very small 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/1945631743433679314) 2025-07-16 23:48:50 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


"$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, XXX engagements


"GS wants a gap fill maybe. @ XX here . is XX downside $HUN looking good on book value etc"  
![@RoguishDavis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1834023317721829376.png) [@RoguishDavis](/creator/x/RoguishDavis) on [X](/post/tweet/1940480965991977316) 2025-07-02 18:41:29 UTC XXX followers, XX engagements


"$CIEN either MS will be right or JPM will be - but they appear to be on two entirely different planes. A prudent PM or Buyside Analyst wld call both - right here ahead of earnings Sep10. I'm inclined to look short myself. #s look tough; but why wld JPM bump their P/T so much"  
![@RoguishDavis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1834023317721829376.png) [@RoguishDavis](/creator/x/RoguishDavis) on [X](/post/tweet/1947971856134279644) 2025-07-23 10:47:36 UTC XXX followers, XX engagements


"Jul324 . $ENTG was flashing "JCooper Expansion Break-out" . but then what happened and $IRM see my point sometimes these things work sometimes they don't . we really don't know do we #AnimalSpirits"  
![@RoguishDavis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1834023317721829376.png) [@RoguishDavis](/creator/x/RoguishDavis) on [X](/post/tweet/1940734684985753910) 2025-07-03 11:29:40 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


"@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


"$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


"$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, XXX 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


"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


"$LW RougishDavis does it again FLAGGED Jul8'25 UP XX% INTRADAY. nice. you rollin' w/ TeamRougishDavis . get on board mates"  
![@RoguishDavis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1834023317721829376.png) [@RoguishDavis](/creator/x/RoguishDavis) on [X](/post/tweet/1948049712264753539) 2025-07-23 15:56:59 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


"$XAL $AAL $LUV . front runnin' like a baller. yo. Hard to Fight the Facts: Buy Low Sell High Short High Cover Low Day-in Day-out TeamRoguishDavis"  
![@RoguishDavis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1834023317721829376.png) [@RoguishDavis](/creator/x/RoguishDavis) on [X](/post/tweet/1948348554616947014) 2025-07-24 11:44:28 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


"$DRS I think ppl have finally had enuf. MS @ XX there's just no juice here. no real upside imo. I think the Aug 40p looks interesting here"  
![@RoguishDavis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1834023317721829376.png) [@RoguishDavis](/creator/x/RoguishDavis) on [X](/post/tweet/1947422857887408522) 2025-07-21 22:26:05 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


"$KBH I'd be inclined to buy support; like that the co is supporting the shares; but Street has soured so wait for circa XX and better entry"  
![@RoguishDavis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1834023317721829376.png) [@RoguishDavis](/creator/x/RoguishDavis) on [X](/post/tweet/1944777655108198789) 2025-07-14 15:14:59 UTC XXX followers, XX 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


"$SYM on the surface case of: you priced your product too cheaply: your white paper should have been permanent human displacement back solve for ROI for customer xyz. midteens GM% and $20b order backlog this appears* poorly run. XX% of the float is short. This has TOPPED"  
![@RoguishDavis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1834023317721829376.png) [@RoguishDavis](/creator/x/RoguishDavis) on [X](/post/tweet/1947631681386553692) 2025-07-22 12:15:52 UTC XXX followers, XXX engagements


"feels like a consolidation lvl right here in $NTAP"  
![@RoguishDavis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1834023317721829376.png) [@RoguishDavis](/creator/x/RoguishDavis) on [X](/post/tweet/1944809795401220324) 2025-07-14 17:22:42 UTC XXX followers, XX 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


"$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


"$POR Barclays and JPM taking turn p*ssing on it. fine price imo; but price may get better; or it may not; not a great entry just yet. flagged for long later"  
![@RoguishDavis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1834023317721829376.png) [@RoguishDavis](/creator/x/RoguishDavis) on [X](/post/tweet/1948055787693363312) 2025-07-23 16:21:07 UTC XXX followers, XX engagements


"$AGX JPM initiated at HOLD XXX - your upside is cap'd. companies like this shld not be priced on growth b/c they don't have very much operating lvg to scale into"  
![@RoguishDavis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1834023317721829376.png) [@RoguishDavis](/creator/x/RoguishDavis) on [X](/post/tweet/1947633568479428941) 2025-07-22 12:23:22 UTC XXX followers, XX 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


"$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


"$MUR we flagged this on Jun5'25 mid21. now mid26 for a cool +25% that's how it's done. #alpha were you board w/ RoguishDavis . easy $$$ right there"  
![@RoguishDavis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1834023317721829376.png) [@RoguishDavis](/creator/x/RoguishDavis) on [X](/post/tweet/1943758910256562371) 2025-07-11 19:46:52 UTC XXX followers, XX engagements


"$CABO finally bid btw. above where I flagged this now. (always scale and maintain position size discipline)"  
![@RoguishDavis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1834023317721829376.png) [@RoguishDavis](/creator/x/RoguishDavis) on [X](/post/tweet/1947779933968773142) 2025-07-22 22:04:58 UTC XXX followers, XX engagements


"$CIFR hey wut do u know about buy the convert short the common headed towards XXX this is. timing uncertain - that's a lot of gamma. so not inclined to jump just yet"  
![@RoguishDavis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1834023317721829376.png) [@RoguishDavis](/creator/x/RoguishDavis) on [X](/post/tweet/1947974490945659152) 2025-07-23 10:58:04 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

[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, jpm, headed, $epr 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 +4.90%
  • X Month XXXXXX +394%
  • X Months XXXXXX +760%

Mentions: XX #

Mentions Line Chart

  • X Week XXX +3.80%
  • X Month XXX +168%
  • X Months XXX +454%

Followers: XXX #

Followers Line Chart

  • X Week XXX +11%
  • X Month XXX +46%
  • X Months XXX +62%

CreatorRank: XXXXXXXXX #

CreatorRank Line Chart

Social Influence #

Social category influence stocks XX% finance X% cryptocurrencies XXXX% technology brands XXXX% fashion brands XXXX% automotive brands XXXX% currencies XXXX% celebrities XXXX% exchanges XXXX%

Social topic influence wld 3.43%, jpm 2%, headed 1.14%, $epr 0.86%, $hun 0.86%, $aal 0.86%, money 0.86%, atm 0.86%, gamma 0.86%, happened XXXX%

Top accounts mentioned or mentioned by @15minofpham @lazereater @calvinfroedge @annaeconomist @kpak82 @jimcramer @elonmusk @tesla @realdonaldtrump @chartfest1 @newsquawk @goldmansachs @erinburnett @macroedgeres @trendspider @lexiehulll @wnba @wallstreetmav @santiagoaufund @timmerfidelity

Top assets mentioned EPR Properties (EPR) Huntsman Corporation (HUN) American Airlines Group Inc (AAL) Booz Allen Hamilton Holding, Corp. (BAH) Comfort Systems USA, Inc. (FIX) Casey's General Stores, Inc. (CASY) ODDITY Tech Ltd. Class A Ordinary Shares (ODD) PAC Protocol (PAC) 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) Southwest Airlines Co (LUV) TransMedics Group, Inc. Common Stock (TMDX) Alphabet Inc Class A (GOOGL) Regeneron Pharmaceuticals Inc (REGN) Biogen Inc (BIIB) FIVE9, INC. (FIVN) Embraer S.A. (ERJ) AST SpaceMobile, Inc. Class A Common Stock (ASTS) Lamb Weston Holdings Inc (LW) Globe Life Inc (GL) Amer Sports, Inc. (AS) Scorpio Tankers Inc. (STNG) PonziCoin (PONZI) CENTURY COMMUNITIES, INC. (CCS) Chime Financial, Inc. Class A Common Stock (CHYM) Hinge Health, Inc. (HNGE) Mohawk Industries, Inc. (MHK) UL Solutions Inc. (ULS) Adient plc Ordinary Shares (ADNT) Alvey Chain (WALV) Berkshire Hathaway Inc. (BRK.A) Harley-Davidson, Inc. (HOG) Tesla, Inc. (TSLA) StoneCo Ltd. Class A Common Shares (STNE) Asana, Inc. Class A Common Stock (ASAN) PG&E, Corp. (PCG) Shakita Inu (SHAK) CVR ENERGY, INC. (CVI) AppFolio, Inc. Class A (APPF)

Top Social Posts #

Top posts by engagements in the last XX hours

"$FIX reports on 7-24. I think this is headed back to much lower levels. Inclined to short this right here. Declines have been steep and fast previously. Where is the opposite is not true; and no one can gamma fake it / manipulate it either"
@RoguishDavis Avatar @RoguishDavis on X 2025-07-22 19:01:19 UTC XXX followers, XX 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, XXX engagements

"$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

"@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

"$CCS great entry; great price; lotta FHA biz including originating and selling those loans; shld have another name or two on the sellside. Trading a steep discount to book. GoodtoGo imo"
@RoguishDavis Avatar @RoguishDavis on X 2025-06-30 18:46:55 UTC XXX followers, XX engagements

"$AIV in good hell is this $525M asset sale = your $XXXX special dividend. Book Value is less than $X per share Check them out preCovid. is that much more realistic What the f' is this b/s"
@RoguishDavis Avatar @RoguishDavis on X 2025-07-22 18:28:48 UTC XXX followers, XX 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

"$MHK I think it will be tough for them to hit their #s but not willing to speculate . or take a strong paper or cash position into earnings here"
@RoguishDavis Avatar @RoguishDavis on X 2025-07-23 20:45:32 UTC XXX followers, XX engagements

"@AnnaEconomist Probably same / similar trends as last time; which req'd parsing (gov/corp). also weren't all these gov layoff quasi golden parachute like won't the axe really fall once the window closes and layoffs come in 4q/1q26 . let's pray for massive fat cutting $$$ saving"
@RoguishDavis Avatar @RoguishDavis on X 2025-07-22 23:00:16 UTC XXX followers, 1226 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

"$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

"$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, XXX engagements

"$HUN ppl steppin' in here; good on book; gearing a little iffy; 1/4 size playin' to 13.5"
@RoguishDavis Avatar @RoguishDavis on X 2025-07-10 01:41:21 UTC XXX followers, XXX 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, 1396 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, XXX 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, XXX engagements

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

"$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

"$ASAN really nice technical set-up BUT MS and JPM scare me away here"
@RoguishDavis Avatar @RoguishDavis on X 2025-07-08 11:36:22 UTC XXX followers, XXX 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

"$XAL $AAL $LUV S&P flags e-warning on airlines. Yo dawg these got like debt they rate and stuff they worried about bond holders they paid for that"
@RoguishDavis Avatar @RoguishDavis on X 2025-07-23 16:26:29 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

"$CVI don't talk to me about crack spreads; call Scotia. There's no juice here . path of least resistance is down. Terrible price on book - and - SHOW ME THE MONEY (where's the divvy or OpMrgn%) huh"
@RoguishDavis Avatar @RoguishDavis on X 2025-07-17 19:20:50 UTC XXX followers, XXX engagements

"$APPF I don't like the valuation myself; even the Street doesn't see much upside here; at overbought lvls I'd be inclined to sell here. 2q24 sell-off was a dozzy"
@RoguishDavis Avatar @RoguishDavis on X 2025-07-20 09:26:50 UTC XXX followers, XX 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

"$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

"$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

"$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

"40min back to green did you panic Lol $GOOGL"
@RoguishDavis Avatar @RoguishDavis on X 2025-07-23 20:40:26 UTC XXX followers, XX 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

"$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

"-- very rarely bullish on Ute names . here $EIX looks like a very good price and entry 1/4 size. Tax loss sales will likely hold this down most of the 2H . buying for yield value and for eventual '26/'27 price appreciation where one can sell/trim"
@RoguishDavis Avatar @RoguishDavis on X 2025-07-23 10:28:22 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

"$BDN looks fine to me here. 40yr old REIT just recap'd lot of banks on the paper"
@RoguishDavis Avatar @RoguishDavis on X 2025-06-27 22:10:00 UTC XXX followers, XX engagements

"are you ready Banks and Fins kick off 2q25 earnings next week . $BK $BLK $C $JPM $STT $WFC $BAC $GS"
@RoguishDavis Avatar @RoguishDavis on X 2025-07-10 16:07:22 UTC XXX followers, XX engagements

"$IESC I see little to no upside here; this overvalued"
@RoguishDavis Avatar @RoguishDavis on X 2025-07-22 12:26:03 UTC XXX followers, XX engagements

"$CMG f'in NAILED IT Again -- Jun22'25 Premarket Jul XX 08:11AM ET XXXXX -XXXX -12.47%"
@RoguishDavis Avatar @RoguishDavis on X 2025-07-24 12:12:56 UTC XXX followers, XX engagements

"$LU we do not know yet do we but we are maybe little worried. EY Ming new auditors"
@RoguishDavis Avatar @RoguishDavis on X 2025-07-05 19:22:17 UTC XXX followers, XX 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

"$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

"$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

"$SEZL and just like that. ppl did in fact buy support . we right (again)"
@RoguishDavis Avatar @RoguishDavis on X 2025-07-19 22:44:30 UTC XXX followers, XX engagements

"$SBS did not catch the '24 "privatization"; and cannot believe the operating metric improvement: the type P/E folk dream of. Cash Cow. Moatish. Growth seems like they have a lot of rural country they can expand to Street @ USD24 here"
@RoguishDavis Avatar @RoguishDavis on X 2025-07-20 08:40:08 UTC XXX followers, XX 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

"$MANH let's see what happens next. MS initiated at UNDERWEIGHT and XXX p/t on Jul14'25. the plot thickens. how much volume this move this AM 13k shares Lol. FADE this move imo - IF - MS sticks"
@RoguishDavis Avatar @RoguishDavis on X 2025-07-23 12:16:52 UTC XXX followers, XX 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

"$ICL seems fully priced here. Street thinks so too"
@RoguishDavis Avatar @RoguishDavis on X 2025-07-12 18:20:56 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, XXX engagements

"$PAC we are still of the opinion that this is overvalued and headed lower"
@RoguishDavis Avatar @RoguishDavis on X 2025-07-24 12:46:54 UTC XXX followers, XX engagements

"$PWR Street not too bullish. Earnings Jul31. I'm inclined to lean short here"
@RoguishDavis Avatar @RoguishDavis on X 2025-07-23 11:26:49 UTC XXX followers, XX engagements

"$PRKS that is real buying right there + huge share support from the company. This is good here add imo"
@RoguishDavis Avatar @RoguishDavis on X 2025-06-21 20:42:56 UTC XXX followers, XXX engagements

"@Newsquawk -- we had you $GOOGL $AAL #HighHitRate #HighProbabilitySetUps"
@RoguishDavis Avatar @RoguishDavis on X 2025-07-24 12:03:03 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

"@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

"$GLW feels like a lot of buy writes. trash valuation imo tho. next"
@RoguishDavis Avatar @RoguishDavis on X 2025-07-23 11:39:24 UTC XXX followers, XX engagements

"$AON is coiled. They really sh&t the bed last qtr imo. Paltry XXXX% div yield and share dilution it's a pass from me. No reason to own this at this price imo"
@RoguishDavis Avatar @RoguishDavis on X 2025-07-23 21:12:13 UTC XXX followers, XX engagements

"@TrendSpider MeMe Stonks of names like $DNUT $GME $HTZ are like inflatable Beach Balls at an outdoor summer concert. . just a game. Might as well play craps"
@RoguishDavis Avatar @RoguishDavis on X 2025-07-23 12:07:42 UTC XXX followers, XX 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

"$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

"$FIVN is bid here - BUT be careful: Market is really trying to hold $FIVN down; AND they will likely be successful through earnings on 7-31. wait until the dust settles imo . Not sure why the Street soured - call them"
@RoguishDavis Avatar @RoguishDavis on X 2025-07-22 22:27:16 UTC XXX followers, XXX 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

"$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

"$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

"$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, XXX engagements

"$NEM I don't really care what happens and wish them and owners well"
@RoguishDavis Avatar @RoguishDavis on X 2025-07-23 20:47:08 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

"$FC it's a yes from me. Really well run company h/t CFO . their vendors must love them look at their build in prepaid expenses (w/o taxing anything else at the corporate level). Not sure what the short thesis remains down here candidly. Co not going to get outright canx'ld"
@RoguishDavis Avatar @RoguishDavis on X 2025-07-04 11:50:56 UTC XXX followers, XX engagements

"seeing -MoMo (even where MktCapWeightedPriceAxn is +) in: Ad Agencies AutoManu SpecialtyRetail Edu&TrainingServices Semis MedicalCareFacilities Steel Renewables"
@RoguishDavis Avatar @RoguishDavis on X 2025-07-23 20:16:06 UTC XXX followers, XX engagements

"$DLR ahead of earnings after the bell tomorrow Jul24'25 we like Aug 165p. This is an absolutely ridiculous valuation - don't be DUMB $$"
@RoguishDavis Avatar @RoguishDavis on X 2025-07-23 20:30:17 UTC XXX followers, XX engagements

"$LU replaced E&Y as auditors; late w/ SEC financials filing. rarely good signs. lot of 3dolla gamma"
@RoguishDavis Avatar @RoguishDavis on X 2025-06-28 19:55:55 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, 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

"$CNQ actually not a bad price here; but terrible entry likely to see even better pricing"
@RoguishDavis Avatar @RoguishDavis on X 2025-06-26 13:14:24 UTC XXX followers, XX engagements

"$GLPI is a rate product NNN; like $NNN (different subsector). No reason to rush in here. Should come in some"
@RoguishDavis Avatar @RoguishDavis on X 2025-07-23 20:36:18 UTC XXX followers, XX engagements

"$LMB I fail to see a strong bull case here; and think that this is stretched. Brooks doubling up on the Revolver and LCs . (just in case; prudence tho)"
@RoguishDavis Avatar @RoguishDavis on X 2025-07-02 00:02:00 UTC XXX followers, XXX engagements

"@SantiagoAuFund tis the crazy part about these post dotbomb days: the relative fiat devaluation; watch tokenized assets take hold"
@RoguishDavis Avatar @RoguishDavis on X 2025-07-22 16:03:00 UTC XXX followers, XXX 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, XXX 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

"$CRK this aged well; we'd be inclined to start very very small 1/4 size to open"
@RoguishDavis Avatar @RoguishDavis on X 2025-07-16 23:48:50 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

"$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, XXX engagements

"GS wants a gap fill maybe. @ XX here . is XX downside $HUN looking good on book value etc"
@RoguishDavis Avatar @RoguishDavis on X 2025-07-02 18:41:29 UTC XXX followers, XX engagements

"$CIEN either MS will be right or JPM will be - but they appear to be on two entirely different planes. A prudent PM or Buyside Analyst wld call both - right here ahead of earnings Sep10. I'm inclined to look short myself. #s look tough; but why wld JPM bump their P/T so much"
@RoguishDavis Avatar @RoguishDavis on X 2025-07-23 10:47:36 UTC XXX followers, XX engagements

"Jul324 . $ENTG was flashing "JCooper Expansion Break-out" . but then what happened and $IRM see my point sometimes these things work sometimes they don't . we really don't know do we #AnimalSpirits"
@RoguishDavis Avatar @RoguishDavis on X 2025-07-03 11:29:40 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

"@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

"$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

"$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, XXX 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

"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

"$LW RougishDavis does it again FLAGGED Jul8'25 UP XX% INTRADAY. nice. you rollin' w/ TeamRougishDavis . get on board mates"
@RoguishDavis Avatar @RoguishDavis on X 2025-07-23 15:56:59 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

"$XAL $AAL $LUV . front runnin' like a baller. yo. Hard to Fight the Facts: Buy Low Sell High Short High Cover Low Day-in Day-out TeamRoguishDavis"
@RoguishDavis Avatar @RoguishDavis on X 2025-07-24 11:44:28 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

"$DRS I think ppl have finally had enuf. MS @ XX there's just no juice here. no real upside imo. I think the Aug 40p looks interesting here"
@RoguishDavis Avatar @RoguishDavis on X 2025-07-21 22:26:05 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

"$KBH I'd be inclined to buy support; like that the co is supporting the shares; but Street has soured so wait for circa XX and better entry"
@RoguishDavis Avatar @RoguishDavis on X 2025-07-14 15:14:59 UTC XXX followers, XX 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

"$SYM on the surface case of: you priced your product too cheaply: your white paper should have been permanent human displacement back solve for ROI for customer xyz. midteens GM% and $20b order backlog this appears* poorly run. XX% of the float is short. This has TOPPED"
@RoguishDavis Avatar @RoguishDavis on X 2025-07-22 12:15:52 UTC XXX followers, XXX engagements

"feels like a consolidation lvl right here in $NTAP"
@RoguishDavis Avatar @RoguishDavis on X 2025-07-14 17:22:42 UTC XXX followers, XX 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

"$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

"$POR Barclays and JPM taking turn p*ssing on it. fine price imo; but price may get better; or it may not; not a great entry just yet. flagged for long later"
@RoguishDavis Avatar @RoguishDavis on X 2025-07-23 16:21:07 UTC XXX followers, XX engagements

"$AGX JPM initiated at HOLD XXX - your upside is cap'd. companies like this shld not be priced on growth b/c they don't have very much operating lvg to scale into"
@RoguishDavis Avatar @RoguishDavis on X 2025-07-22 12:23:22 UTC XXX followers, XX 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

"$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

"$MUR we flagged this on Jun5'25 mid21. now mid26 for a cool +25% that's how it's done. #alpha were you board w/ RoguishDavis . easy $$$ right there"
@RoguishDavis Avatar @RoguishDavis on X 2025-07-11 19:46:52 UTC XXX followers, XX engagements

"$CABO finally bid btw. above where I flagged this now. (always scale and maintain position size discipline)"
@RoguishDavis Avatar @RoguishDavis on X 2025-07-22 22:04:58 UTC XXX followers, XX engagements

"$CIFR hey wut do u know about buy the convert short the common headed towards XXX this is. timing uncertain - that's a lot of gamma. so not inclined to jump just yet"
@RoguishDavis Avatar @RoguishDavis on X 2025-07-23 10:58:04 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

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