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# ![@RoguishDavis Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1834023317721829376.png) @RoguishDavis PiecesOf789

PiecesOf789 posts on X about acquisition, debt, $bld, $hd the most. They currently have XXX followers and 1039 posts still getting attention that total XXX engagements in the last XX hours.

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

- X Week XXXXX -XX%
- X Month XXXXXX +224%
- X Months XXXXXXX +1,573%
- X Year XXXXXXX +1,610%

### 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 +11%
- X Month XXX +93%
- X Months XXXXX +549%
- X Year XXXXX +885%

### 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 +2.60%
- X Month XXX +14%
- X Months XXX +136%
- X Year XXX +14%

### 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)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX% [finance](/list/finance)  XXXX% [currencies](/list/currencies)  XXXX% [fashion brands](/list/fashion-brands)  XXXX% [technology brands](/list/technology-brands)  XXX%

**Social topic influence**
[acquisition](/topic/acquisition) 0.29%, [debt](/topic/debt) 0.29%, [$bld](/topic/$bld) 0.19%, [$hd](/topic/$hd) 0.19%, [$bwa](/topic/$bwa) 0.19%, [upside](/topic/upside) 0.19%, [$lkq](/topic/$lkq) #8, [$eqt](/topic/$eqt) #17, [$cme](/topic/$cme) #53, [$kep](/topic/$kep) XXXX%

**Top accounts mentioned or mentioned by**
[@andreassteno](/creator/undefined) [@robinjbrooks](/creator/undefined) [@elonmusk](/creator/undefined) [@tradingsunset](/creator/undefined) [@brianterry180](/creator/undefined) [@15minofpham](/creator/undefined) [@jimmckay132](/creator/undefined) [@calvinfroedge](/creator/undefined) [@firstsquawk](/creator/undefined) [@tesla](/creator/undefined) [@tierrapartners](/creator/undefined) [@lazereater](/creator/undefined) [@mikezaccardi](/creator/undefined) [@investryanh](/creator/undefined) [@casinocapital](/creator/undefined) [@fordwealth](/creator/undefined) [@convertbond](/creator/undefined) [@jedimarkus77](/creator/undefined) [@mcfaul](/creator/undefined) [@blacklioncta](/creator/undefined)

**Top assets mentioned**
[Agoric (BLD)](/topic/$bld) [Home Depot, Inc. (HD)](/topic/$hd) [BorgWarner Inc. (BWA)](/topic/$bwa) [LKQ Corporation (LKQ)](/topic/$lkq) [EQT, Corp. (EQT)](/topic/$eqt) [CME Group Inc (CME)](/topic/$cme) [Korea Electric Power Corp (KEP)](/topic/$kep) [Westlake Chemical, Corp. (WLK)](/topic/$wlk) [Edison International (EIX)](/topic/$eix) [Planet Labs PBC (PL)](/topic/$pl) [RELX PLC (RELX)](/topic/$relx) [Akamai Technologies, Inc. (AKAM)](/topic/$akam) [Norwegian Cruise Line Holdings, Ltd. (NCLH)](/topic/$nclh) [Sherwin-Williams Co (SHW)](/topic/$shw) [Restaurant Brands International Inc. (QSR)](/topic/$qsr) [Yum! Brands, Inc. (YUM)](/topic/$yum) [IDEX Corporation (IEX)](/topic/$iex) [WillScot Mobile Mini Holdings, Corp. (WSC)](/topic/$wsc) [APA Corp (US) (APA)](/topic/$apa) [TTM Technologies Inc (TTMI)](/topic/$ttmi) [Neurocrine Biosciences, Inc. (NBIX)](/topic/$nbix) [Vulcan Materials Company (VMC)](/topic/$vmc) [Gaming and Leisure Properties, Inc. (GLPI)](/topic/$glpi) [National Retail Properties, Inc. (NNN)](/topic/$nnn) [Matrix AI Network (MAN)](/topic/$man) [Marsh & McLennan Companies, Inc. (MMC)](/topic/$mmc) [First Financial Bankshares Inc (FFIN)](/topic/$ffin) [Liberty Energy Inc. (LBRT)](/topic/$lbrt) [Arcblock (ABT)](/topic/$abt) [Domino's Pizza Inc (DPZ)](/topic/$dpz) [Commerce Bancshares, Inc. (CBSH)](/topic/$cbsh) [J B Hunt Transport Services Inc (JBHT)](/topic/$jbht) [Progressive Corp (PGR)](/topic/$pgr) [Booz Allen Hamilton Holding, Corp. (BAH)](/topic/$bah) [Balchem Corporation (BCPC)](/topic/$bcpc) [CVB Financial Corp (CVBF)](/topic/$cvbf) [Essential Properties Realty Trust, Inc. (EPRT)](/topic/$eprt) [DAR Open Network (DAR)](/topic/$dar) [Iridium Communications Inc. (IRDM)](/topic/$irdm) [Integral (ITGR)](/topic/$itgr) [Philip Morris International Inc. (PM)](/topic/$pm) [RLI Corp. (RLI)](/topic/$rli) [Spirit Aerosystems Holdings, Inc. (SPR)](/topic/$spr) [Verisign, Inc. (VRSN)](/topic/$vrsn) [Fair Isaac, Corp. (FICO)](/topic/$fico) [NFT Worlds (WRLD)](/topic/$wrld) [Cable One, Inc. (CABO)](/topic/$cabo) [Leonardo DRS, Inc. Common Stock (DRS)](/topic/$drs) [Piper Sandler Companies (PIPR)](/topic/$pipr) [AstraZeneca PLC (AZN)](/topic/$azn) [AbbVie Inc (ABBV)](/topic/$abbv) [Regeneron Pharmaceuticals Inc (REGN)](/topic/$regn) [Eli Lilly and Company (LLY)](/topic/$lly) [Amgen, Inc. (AMGN)](/topic/$amgn) [Johnson & Johnson (JNJ)](/topic/$jnj) [Twist Bioscience Corporation Common Stock (TWST)](/topic/$twst) [Immunovant, Inc. Common Stock (IMVT)](/topic/$imvt) [Gravity Finance (GFI)](/topic/$gfi) [New Gold Inc. (NGD)](/topic/$ngd) [SSR Mining Inc. (SSRM)](/topic/$ssrm) [Osisko Gold Royalties Ltd (OR)](/topic/$or) [The Sandbox (SAND)](/topic/$sand) [Newmont Corporation (NEM)](/topic/$nem) [MasTec, Inc. (MTZ)](/topic/$mtz) [NetApp Inc. (NTAP)](/topic/$ntap) [Sensata Technologies Holding plc (ST)](/topic/$st) [Embraer S.A. (ERJ)](/topic/$erj)
### Top Social Posts [#](/creator/twitter::1834023317721829376/posts)
---
Top posts by engagements in the last XX hours

"$BLD 20dEMA poof; 50dMA poof. 1.62x beta; . BUT despite being technically broken. it wld be accretive as a tuck-in niche acquisition for someone like $HD . so inclined to just watch"  
[X Link](https://x.com/RoguishDavis/status/1970594754074452361) [@RoguishDavis](/creator/x/RoguishDavis) 2025-09-23T21:02Z XXX followers, XXX engagements


"$RELX Value valued + Technically broken "  
[X Link](https://x.com/RoguishDavis/status/1935642020984320315) [@RoguishDavis](/creator/x/RoguishDavis) 2025-06-19T10:13Z XXX followers, XXX engagements


"we bought $X worth of $AKAM earlier today to open"  
[X Link](https://x.com/RoguishDavis/status/1953524243653640434) [@RoguishDavis](/creator/x/RoguishDavis) 2025-08-07T18:30Z XXX followers, XXX engagements


"$NCLH doesn't rally seem that profitable to me y/n . i think this lvl will not hold myself "  
[X Link](https://x.com/RoguishDavis/status/1970107813587267876) [@RoguishDavis](/creator/x/RoguishDavis) 2025-09-22T12:48Z XXX followers, XXX engagements


"$BWA this is a CHANCE to get out of this name . obscene "  
[X Link](https://x.com/RoguishDavis/status/1971311027368444263) [@RoguishDavis](/creator/x/RoguishDavis) 2025-09-25T20:29Z XXX followers, XX engagements


"$SHW oversold . one of those names I'd pay 8-14x for. so much much much much much much lower than here "  
[X Link](https://x.com/RoguishDavis/status/1972061003145007443) [@RoguishDavis](/creator/x/RoguishDavis) 2025-09-27T22:09Z XXX followers, XX engagements


"JIMBO on the tape commenting on restaurant bid vis-a-vis the increase in oil supply knocking WTI and Brent . YES fo shizzle quasi tax cut; but consumer has enough prob's; credit spreads widening consumer debt auto debt trends not improving. $QSR and $YUM feel stretched imo"  
[X Link](https://x.com/RoguishDavis/status/1972743903880368276) [@RoguishDavis](/creator/x/RoguishDavis) 2025-09-29T19:22Z XXX followers, XX engagements


"$IEX is bid . for me I think this cld likely end up being midrange of a new range; and '24 levels aren't coming back . so I am a pass myself"  
[X Link](https://x.com/RoguishDavis/status/1974348234639425670) [@RoguishDavis](/creator/x/RoguishDavis) 2025-10-04T05:37Z XXX followers, XX engagements


"$WSC Street pretty split here . I am bullish on the name; add 20/22 . lighten up 28/30 and perhaps upside back to '24 levels "  
[X Link](https://x.com/RoguishDavis/status/1974349228588908803) [@RoguishDavis](/creator/x/RoguishDavis) 2025-10-04T05:41Z XXX followers, XX engagements


"$APA Goldman sells STRONG SELL . even if they say SELL or Hold should we listen probably yes"  
[X Link](https://x.com/RoguishDavis/status/1977003334499524676) [@RoguishDavis](/creator/x/RoguishDavis) 2025-10-11T13:28Z XXX followers, XX engagements


"$NBIX . a Ben Lorello special . trading off here . no view. call the Science people "  
[X Link](https://x.com/RoguishDavis/status/1977124624589857135) [@RoguishDavis](/creator/x/RoguishDavis) 2025-10-11T21:30Z XXX followers, XX engagements


"$VMC coiled. Feels 10-20% too heavy imo"  
[X Link](https://x.com/RoguishDavis/status/1977311910983868439) [@RoguishDavis](/creator/x/RoguishDavis) 2025-10-12T09:54Z XXX followers, XX engagements


"@BrianTerry180 @FirstSquawk my comment has nothing to do w/ FX. it's a comment directed at SYSTEMIC BANK not having expertise and services in two areas most systemic banks do; and separately as such that such was a precursor to the next downturn (good strategic foresight and strategy)"  
[X Link](https://x.com/RoguishDavis/status/1978962531096961315) [@RoguishDavis](/creator/x/RoguishDavis) 2025-10-16T23:13Z XXX followers, XX engagements


"$GLPI is a rate product NNN; like $NNN (different subsector). No reason to rush in here. Should come in some "  
[X Link](https://x.com/RoguishDavis/status/1948120008313458887) [@RoguishDavis](/creator/x/RoguishDavis) 2025-07-23T20:36Z XXX followers, XXX engagements


"$LKQ we flagged this on Sep1'25 . we still hold the same / similar opinion . some accumul. here. ppl do not seem very concerned about this price and situation . cap structure fine imo . thinly covered. ADD"  
[X Link](https://x.com/RoguishDavis/status/1975174260738924546) [@RoguishDavis](/creator/x/RoguishDavis) 2025-10-06T12:20Z XXX followers, XXX engagements


"Bearish Chart Patterns $MAN Strong* Wedge Down $CASS $MMC Wedge Down $CWBC $EPAC $MCS TL Resistance Strong* $ABT $DPZ $EPAC Descending Triangle Strong* $CBSH $FFIN $PLBC Descending Triangle $EQT $JBHT $LBRT $PGR Channel Down Nearly XXX% of FINS Reporting showing TL Resistance"  
[X Link](https://x.com/RoguishDavis/status/1976612382333157433) [@RoguishDavis](/creator/x/RoguishDavis) 2025-10-10T11:34Z XXX followers, XX engagements


"@DavidBCollum I couldn't believe Office Vacancies in major cities. unbelievable . all future condo conversions I guess. Robots ain't bringing any new jobs; nor is the birth rate; nor do we want more ppl at XXX% debt:gdp. It's almost like QE1 avoided the Great Depression unfolding slowly"  
[X Link](https://x.com/RoguishDavis/status/1978958435421950237) [@RoguishDavis](/creator/x/RoguishDavis) 2025-10-16T22:57Z XXX followers, XXX engagements


"@BrianTerry180 @FirstSquawk you keep making an argument; and then reframing the premise via fallacious logic. The premise has nothing to do with C FI; it has to be w/ not being stuck w/ soured loans a la GFC in a downturn; whereby Munis (seen Chi) cld very well be such. Fallacy of Composition"  
[X Link](https://x.com/RoguishDavis/status/1978964499404050686) [@RoguishDavis](/creator/x/RoguishDavis) 2025-10-16T23:21Z XXX followers, XX engagements


"Wedge Down $BAH $BCPC $BKT $CME $CVBF $DAR $EPRT $GCBC $HAFC $HSTM $IRDM $ITGR $KREF $LNN $MRTN $PM $RLI $SPR $VRSN"  
[X Link](https://x.com/RoguishDavis/status/1979001921890341116) [@RoguishDavis](/creator/x/RoguishDavis) 2025-10-17T01:50Z XXX followers, XX engagements


"$FICO is the recent change in pricing a potential Anti-trust issue . company is an FCF machine; BUT the multiple . I don't like it at this price too risky"  
[X Link](https://x.com/RoguishDavis/status/1979062336531902611) [@RoguishDavis](/creator/x/RoguishDavis) 2025-10-17T05:50Z XXX followers, XX engagements


"over to the LSE bourse. $TATE.L it's a yes from me"  
[X Link](https://x.com/RoguishDavis/status/1941189140978311321) [@RoguishDavis](/creator/x/RoguishDavis) 2025-07-04T17:35Z 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%)"  
[X Link](https://x.com/RoguishDavis/status/1946518239250366617) [@RoguishDavis](/creator/x/RoguishDavis) 2025-07-19T10:31Z XXX followers, XXX engagements


"$WRLD very well run co.; personally reluctant to pay too lrg a premium over book; flagged for entry opps below XXX. insiders appear to be supporting the shares . valuation on FCF not 1/2 bad. not one to short this "  
[X Link](https://x.com/RoguishDavis/status/1947638283934044242) [@RoguishDavis](/creator/x/RoguishDavis) 2025-07-22T12:42Z XXX followers, XXX engagements


"$CABO is bid; Sellside a little mixed; price looks fine to me; cap structure looks fine; I guess your bear case is ppl moving from cable to their phones for content sidelines for me"  
[X Link](https://x.com/RoguishDavis/status/1957578921345536435) [@RoguishDavis](/creator/x/RoguishDavis) 2025-08-18T23:02Z XXX followers, XX engagements


"$KEP no divvy no way. air pocket cuts like a knife. #sell"  
[X Link](https://x.com/RoguishDavis/status/1969162270409105759) [@RoguishDavis](/creator/x/RoguishDavis) 2025-09-19T22:10Z XXX followers, XX engagements


"$BLD selling continues "  
[X Link](https://x.com/RoguishDavis/status/1970936146113990748) [@RoguishDavis](/creator/x/RoguishDavis) 2025-09-24T19:39Z XXX followers, XX engagements


"$DRS MS and JPM aren't exactly pounding the table here. Personally I see absolutely ZERO reason to own this at this price; but probably remains elevated for longer. A lot of these co's shld be priced inside of LMT . this WAY WAY WAY too expensive imo"  
[X Link](https://x.com/RoguishDavis/status/1973986397351784655) [@RoguishDavis](/creator/x/RoguishDavis) 2025-10-03T05:40Z XXX followers, XXX engagements


"$PIPR trendline and channel gone. Priced too rich imo. GS not enthused here nor am I. Easily another XX% downside imo; starts to look more interesting at or under 20x . WHY IS THIS TRADING A PREMIUM TO GS MS LAZ ffs"  
[X Link](https://x.com/RoguishDavis/status/1973990954060185884) [@RoguishDavis](/creator/x/RoguishDavis) 2025-10-03T05:58Z XXX followers, XX engagements


"$WLK margins used to be there; what will it take for them to return . . it's a question for P/E . Citi supporting the name some . on the surface looks good as an Acquisition Target imo. For me comes down to what margins are underwritable - begins and ends there"  
[X Link](https://x.com/RoguishDavis/status/1974355023313449418) [@RoguishDavis](/creator/x/RoguishDavis) 2025-10-04T06:04Z XXX followers, XX engagements


"$REGN Yo @msbrinkman how can this possibly trade at 15x '25e . $LLY $JNJ $AZN $ABBV $AMGN . seems like a take out candidate "  
[X Link](https://x.com/RoguishDavis/status/1974480776453382532) [@RoguishDavis](/creator/x/RoguishDavis) 2025-10-04T14:24Z XXX followers, XXX engagements


"@msbrinkman good time to think about initiating on $TWST imo . same w/ $IMVT . on the move here"  
[X Link](https://x.com/RoguishDavis/status/1974481884110545208) [@RoguishDavis](/creator/x/RoguishDavis) 2025-10-04T14:28Z XXX followers, XXX engagements


"$WLK coiling; fine on book; probably no lift off until '26"  
[X Link](https://x.com/RoguishDavis/status/1976376072397598971) [@RoguishDavis](/creator/x/RoguishDavis) 2025-10-09T19:55Z XXX followers, XX engagements


"Weakness in Miners hoy. $GFI $NGD $SSRM $OR $SKE $SAND $GROY $NEM"  
[X Link](https://x.com/RoguishDavis/status/1976490031926681602) [@RoguishDavis](/creator/x/RoguishDavis) 2025-10-10T03:28Z XXX followers, XX engagements


"$MTZ sellside loves this . wait for the washout and re-assess. 50dMA coming up here. also 1q25 trading pattern . cld re-emerge. . we just don't know quite yet"  
[X Link](https://x.com/RoguishDavis/status/1977014052552687845) [@RoguishDavis](/creator/x/RoguishDavis) 2025-10-11T14:10Z XXX followers, XX engagements


"$NTAP not a terrible price; but you don't have the sellside pounding the table here; for those that write: well OTM c atm perhaps"  
[X Link](https://x.com/RoguishDavis/status/1977016533252763969) [@RoguishDavis](/creator/x/RoguishDavis) 2025-10-11T14:20Z XXX followers, XX engagements


"$ST GS really likes this . let's see what happens flag for a bottoming process to emerge"  
[X Link](https://x.com/RoguishDavis/status/1977019762011258897) [@RoguishDavis](/creator/x/RoguishDavis) 2025-10-11T14:33Z XXX followers, XX engagements


"$ERJ the GIFT THAT KEEPS ON GIVING TO SHORTS "  
[X Link](https://x.com/RoguishDavis/status/1977119681304838496) [@RoguishDavis](/creator/x/RoguishDavis) 2025-10-11T21:10Z XXX followers, XX engagements


"$MFH . $2.5m private placement to $1.2b valuation was the lack of sellside coverage a clue what was the clue"  
[X Link](https://x.com/RoguishDavis/status/1977873671487144443) [@RoguishDavis](/creator/x/RoguishDavis) 2025-10-13T23:06Z XXX followers, XXX engagements


"Sector Momentum by Industry (Oct15'25) (not market cap weighted) * XX% of XXX Industries XX RSI * XX% of XXX Industries XX RSI Cooling: SpecialityChems Industrial Tools Indu Distro. Select HCare Banks Energy XLY XLC HeatingUp: Grocercies Select Insurers Rail Paper"  
[X Link](https://x.com/RoguishDavis/status/1978554185177035000) [@RoguishDavis](/creator/x/RoguishDavis) 2025-10-15T20:10Z XXX followers, XX engagements


"@MikeZaccardi Maybe it is the 35-40x multiples for this trash . vs 10-15x"  
[X Link](https://x.com/RoguishDavis/status/1978901708152422891) [@RoguishDavis](/creator/x/RoguishDavis) 2025-10-16T19:11Z XXX followers, XX engagements


"Blew up X paper accounts today . . . little different trading 20s VIX vs teens VIX markets . live and learn. Start structuring some options trades and equities tomorrow"  
[X Link](https://x.com/RoguishDavis/status/1978931089038073981) [@RoguishDavis](/creator/x/RoguishDavis) 2025-10-16T21:08Z XXX followers, XX engagements


"@FirstSquawk Last year $C punted their Muni Desk and their Distressed Debt Desk; now selling Pesos to U.S. Gov . these ppl are brilliant "  
[X Link](https://x.com/RoguishDavis/status/1978961423091835173) [@RoguishDavis](/creator/x/RoguishDavis) 2025-10-16T23:09Z XXX followers, XX engagements


"USD is WINNING this month. just like Charlie at the Plaza with his lady frenz "  
[X Link](https://x.com/RoguishDavis/status/1978967659170390395) [@RoguishDavis](/creator/x/RoguishDavis) 2025-10-16T23:33Z XXX followers, XX engagements


". although Energy now trading off; Staples hurt; and Utilities trading irregular due to demand from the big data centers driving prices (rev) higher. Materials very good bid carried through. re-assessing theses on a weekly basis . #process"  
[X Link](https://x.com/RoguishDavis/status/1978969538839339292) [@RoguishDavis](/creator/x/RoguishDavis) 2025-10-16T23:41Z XXX followers, XX engagements


"@LongShortTrader my prospectus risk factor section just rips off post covid Hertz equity raise risk factor section"  
[X Link](https://x.com/RoguishDavis/status/1978980602108862580) [@RoguishDavis](/creator/x/RoguishDavis) 2025-10-17T00:25Z XXX followers, XX 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"  
[X Link](https://x.com/RoguishDavis/status/1948055787693363312) [@RoguishDavis](/creator/x/RoguishDavis) 2025-07-23T16:21Z XXX followers, XXX engagements


"$RAMP is bid. Higher lows. Shld see 30+ imo "  
[X Link](https://x.com/RoguishDavis/status/1969337739351822640) [@RoguishDavis](/creator/x/RoguishDavis) 2025-09-20T09:48Z XXX followers, XXX engagements


"$LULU is fine here #ADD . I think the Sellside is not bullish enough here . fairly well oiled machine on first check . . $UA needs to improve their gross margins "  
[X Link](https://x.com/RoguishDavis/status/1972270424584290814) [@RoguishDavis](/creator/x/RoguishDavis) 2025-09-28T12:01Z XXX followers, XXX engagements


"$EIX San Onofre decommission target date 2056 (10k). $3.6b NOL carryforward at present. Call JPM and UBS . scale in (always) . seems fine here to me. especially against some XLU alternatives "  
[X Link](https://x.com/RoguishDavis/status/1972326372992504149) [@RoguishDavis](/creator/x/RoguishDavis) 2025-09-28T15:43Z XXX followers, XXX engagements


"* $EIX is another '25 tax loss sale that will be held down into YE '26 should be better imho"  
[X Link](https://x.com/RoguishDavis/status/1972326724647203253) [@RoguishDavis](/creator/x/RoguishDavis) 2025-09-28T15:45Z XXX followers, XX engagements


"$VLO pulling back; MS knocking the name; not sure where this might settle; technicals rolling over; nothing to do but watch for now"  
[X Link](https://x.com/RoguishDavis/status/1975100419996271028) [@RoguishDavis](/creator/x/RoguishDavis) 2025-10-06T07:26Z XXX followers, XX engagements


"WELL with some geopol disrisking . WHAT WILL HAPPEN TO Aerospace Highfliers this week $HXL $EVEX $TXT $RDW $UNR $ACHR $RCAT $BSKY $RKLB $PL What bubble Where"  
[X Link](https://x.com/RoguishDavis/status/1975170322165891087) [@RoguishDavis](/creator/x/RoguishDavis) 2025-10-06T12:04Z XXX followers, XXX engagements


"$DOMO no rev growth; reg share dilution from typical software industry stock based comp; no bulge brackets pounding the table here; surprised short interest no higher. Shld understand May25 hoopla before considering short"  
[X Link](https://x.com/RoguishDavis/status/1978038330102059117) [@RoguishDavis](/creator/x/RoguishDavis) 2025-10-14T10:01Z XXX followers, XXX engagements


"Maybe the XXX Trillion Paypal thing was just a test run for a U.S. strategic default everyone will use Paypal; Regional Banks be closed down or something"  
[X Link](https://x.com/RoguishDavis/status/1978967000924729689) [@RoguishDavis](/creator/x/RoguishDavis) 2025-10-16T23:31Z XXX followers, XX engagements


"What if Donnie TENDERS for all outstanding USTs for a new UST vertical (0-100yrs) but doesn't accept any from CHN Polymarket got that on the Bingo Card"  
[X Link](https://x.com/RoguishDavis/status/1978968507472662778) [@RoguishDavis](/creator/x/RoguishDavis) 2025-10-16T23:37Z XXX followers, XX engagements


"$JOBY JPM thinks this is worth X. Classic Double Top followed by the Double Bottom Breakdown. Run for the hills imo"  
[X Link](https://x.com/RoguishDavis/status/1979061059051815085) [@RoguishDavis](/creator/x/RoguishDavis) 2025-10-17T05:45Z XXX followers, XX engagements


"$PAC we are still of the opinion that this is overvalued and headed lower"  
[X Link](https://x.com/RoguishDavis/status/1948364265762505106) [@RoguishDavis](/creator/x/RoguishDavis) 2025-07-24T12:46Z XXX followers, XXX engagements


"$CRPT probably 1/2 way there absent a BoJ QT-Nikkei or AprTariffTantrum like event "  
[X Link](https://x.com/RoguishDavis/status/1952001671246078191) [@RoguishDavis](/creator/x/RoguishDavis) 2025-08-03T13:40Z XXX followers, XX engagements


"$PCTY looks pretty good to me. may open"  
[X Link](https://x.com/RoguishDavis/status/1954600459739533338) [@RoguishDavis](/creator/x/RoguishDavis) 2025-08-10T17:47Z XXX followers, XXX engagements


"$LKQ Price and entry good for us. ADD"  
[X Link](https://x.com/RoguishDavis/status/1962515316891701255) [@RoguishDavis](/creator/x/RoguishDavis) 2025-09-01T13:58Z XXX followers, XXX engagements


"$CLX is bid; 4me I dont see the Covid HypoScare Premium returning; and this is a lvl where it shld consolidate imo. It cld run; but Im not comfortable riding. If youre in imo buy-write monthly covered calls rinse repeat"  
[X Link](https://x.com/RoguishDavis/status/1964212110805651883) [@RoguishDavis](/creator/x/RoguishDavis) 2025-09-06T06:20Z XXX followers, XXX engagements


"$ALE trading like the CPP deal leaked . SEC hm don't you think"  
[X Link](https://x.com/RoguishDavis/status/1974343656149840256) [@RoguishDavis](/creator/x/RoguishDavis) 2025-10-04T05:19Z XXX followers, XX engagements


"$GXO shld be fine and find footing in here around 50"  
[X Link](https://x.com/RoguishDavis/status/1977006289663496577) [@RoguishDavis](/creator/x/RoguishDavis) 2025-10-11T13:40Z XXX followers, XX engagements


"$MCHP directionless . will trade w/ Semis more than likely"  
[X Link](https://x.com/RoguishDavis/status/1977013421523845530) [@RoguishDavis](/creator/x/RoguishDavis) 2025-10-11T14:08Z XXX followers, XX engagements


"$REX a mere XXX employees . too rich here"  
[X Link](https://x.com/RoguishDavis/status/1977315781378740266) [@RoguishDavis](/creator/x/RoguishDavis) 2025-10-12T10:09Z XXX followers, XXX engagements


"$WYNN Tariffs don't effect them do they lmk. GS sees tremendous upside. Should find support . Scale 1/4 1/4 1/2 . Hedge as a Pair w/ short $RRR perhaps"  
[X Link](https://x.com/RoguishDavis/status/1978034704377917838) [@RoguishDavis](/creator/x/RoguishDavis) 2025-10-14T09:46Z XXX followers, XX engagements


"$GTX technicals rolling over; personally I wld never short an 8x ebitda company at less than 3x turns on debt and a 4x int coverage . if I were Merchant Banking I wld u/w more and think about take-outs / take privates. Only so much time in this life however "  
[X Link](https://x.com/RoguishDavis/status/1978036316752204142) [@RoguishDavis](/creator/x/RoguishDavis) 2025-10-14T09:53Z XXX followers, XX engagements


"$UBS technicals broken. Reports Oct29'25"  
[X Link](https://x.com/RoguishDavis/status/1978713015316087101) [@RoguishDavis](/creator/x/RoguishDavis) 2025-10-16T06:42Z XXX followers, XX engagements


"we closed our short in $CCL here; we were playing for XX . close enough"  
[X Link](https://x.com/RoguishDavis/status/1978903961173127538) [@RoguishDavis](/creator/x/RoguishDavis) 2025-10-16T19:20Z XXX followers, XX engagements


"and Bessent tries to take credit as the orchestrator "  
[X Link](https://x.com/RoguishDavis/status/1978968577311965274) [@RoguishDavis](/creator/x/RoguishDavis) 2025-10-16T23:37Z XXX followers, XX engagements


"@SRQFloridian @petenajarian @BasedMikeLee we can save billions by firing federal employees and taxing foreign countries; while stopping acting like the world police where there is no return on capital for American tax payors"  
[X Link](https://x.com/RoguishDavis/status/1978974436163244302) [@RoguishDavis](/creator/x/RoguishDavis) 2025-10-17T00:00Z XXX followers, XX engagements


"The Bitcoin/AltCoin Bonzana FOMO pivot to Gold and Silver CostCo stocking stuffers is the perfect push and pull uncertainty and volatility for the forthcoming tokenization of the world and the search for entropic demand growth and asset yield"  
[X Link](https://x.com/RoguishDavis/status/1978987468096463150) [@RoguishDavis](/creator/x/RoguishDavis) 2025-10-17T00:52Z XXX followers, XX engagements


"Earnings Oct20 - Oct24'25 * XXX of the XXX companies are showing Trendline Resistance XX% of the co's -MoMo XX% of the co's +MoMo"  
[X Link](https://x.com/RoguishDavis/status/1979001916932673959) [@RoguishDavis](/creator/x/RoguishDavis) 2025-10-17T01:49Z XXX followers, XX engagements


"Channel Down $AVY $CME $CRI $ELS $EQT $FCX $FVCB $GSHD $GTY $HFWA $MOFG $MTDR $PEBO $PG $PINE $RHI $SW $UVSP $VRE $WCN $WH Triangle Descending $ALKS $BFST $CASH $CLB $ISRG $KNSL $OCFC $ONB $PCB $PECO $PMT $SAH $SMMT $SRCE $UNF $WH $WTBA"  
[X Link](https://x.com/RoguishDavis/status/1979001919487062266) [@RoguishDavis](/creator/x/RoguishDavis) 2025-10-17T01:50Z XXX followers, XX engagements


"$PL there must be a reason this has less than XX% inst'l ownership and high short interest. Classic Double Bottom Breakdown. Day of reckoning has arrived"  
[X Link](https://x.com/RoguishDavis/status/1979064834172780602) [@RoguishDavis](/creator/x/RoguishDavis) 2025-10-17T06:00Z XXX followers, XXX engagements