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

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

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

**Social topic influence**
[wld](/topic/wld) 3.23%, [jpm](/topic/jpm) 1.47%, [$hun](/topic/$hun) 0.88%, [money](/topic/money) 0.88%, [eps](/topic/eps) 0.88%, [hood](/topic/hood) 0.88%, [gamma](/topic/gamma) 0.59%, [$fix](/topic/$fix) 0.59%, [beta](/topic/beta) 0.59%, [tariffs](/topic/tariffs) XXXX%

**Top accounts mentioned or mentioned by**
[@15minofpham](/creator/undefined) [@macroedgeres](/creator/undefined) [@lazereater](/creator/undefined) [@calvinfroedge](/creator/undefined) [@annaeconomist](/creator/undefined) [@kpak82](/creator/undefined) [@jimcramer](/creator/undefined) [@realdonaldtrump](/creator/undefined) [@chartfest1](/creator/undefined) [@tierrapartners](/creator/undefined) [@goldmansachs](/creator/undefined) [@erinburnett](/creator/undefined) [@trendspider](/creator/undefined) [@lexiehulll](/creator/undefined) [@wnba](/creator/undefined) [@wallstreetmav](/creator/undefined) [@santiagoaufund](/creator/undefined) [@timmerfidelity](/creator/undefined) [@mecomosonrisas1](/creator/undefined)

**Top assets mentioned**
[Huntsman Corporation (HUN)](/topic/$hun) [Comfort Systems USA, Inc. (FIX)](/topic/$fix) [Alvey Chain (WALV)](/topic/$alv) [EPR Properties (EPR)](/topic/$epr) [Casey's General Stores, Inc. (CASY)](/topic/$casy) [ODDITY Tech Ltd. Class A Ordinary Shares (ODD)](/topic/$odd) [TransMedics Group, Inc. Common Stock (TMDX)](/topic/$tmdx) [Regeneron Pharmaceuticals Inc (REGN)](/topic/$regn) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [Sezzle Inc. Common Stock (SEZL)](/topic/$sezl) [Booz Allen Hamilton Holding, Corp. (BAH)](/topic/$bah) [Embraer S.A. (ERJ)](/topic/$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/$stng) [PonziCoin (PONZI)](/topic/ponzicoin) [Steven Madden Ltd (SHOO)](/topic/$shoo) [CENTURY COMMUNITIES, INC. (CCS)](/topic/$ccs) [Weatherford International plc Ordinary Shares (WFRD)](/topic/$wfrd) [Sempra Energy (SRE)](/topic/$sre) [Chime Financial, Inc. Class A Common Stock (CHYM)](/topic/$chym) [Hinge Health, Inc. (HNGE)](/topic/$hnge) [UL Solutions Inc. (ULS)](/topic/$uls) [Adient plc Ordinary Shares (ADNT)](/topic/$adnt) [PAC Protocol (PAC)](/topic/$pac) [StoneCo Ltd. Class A Common Shares (STNE)](/topic/$stne) [Asana, Inc. Class A Common Stock (ASAN)](/topic/$asan) [PG&E, Corp. (PCG)](/topic/$pcg) [Southwest Airlines Co (LUV)](/topic/$luv) [American Airlines Group Inc (AAL)](/topic/$aal) [Shakita Inu (SHAK)](/topic/$shak) [CVR ENERGY, INC. (CVI)](/topic/$cvi) [AppFolio, Inc. Class A (APPF)](/topic/$appf) [Novartis AG (NVS)](/topic/$nvs) [Zoetis Inc (ZTS)](/topic/$zts) [GSK plc (GSK)](/topic/$gsk) [Synthetify (SNY)](/topic/$sny) [BABB (BAX)](/topic/$bax) [GE HealthCare Technologies Inc. Common Stock (GEHC)](/topic/$gehc) [Bruker, Corp. (BRKR)](/topic/$brkr) [GLOBUS MEDICAL INC (GMED)](/topic/$gmed) [10x Genomics, Inc. Class A Common Stock (TXG)](/topic/$txg) [Semler Scientific, Inc. (SMLR)](/topic/$smlr) [Minted (MTD)](/topic/$mtd) [Thermo Fisher Scientific Inc. (TMO)](/topic/$tmo) [PROCEPT BioRobotics Corporation Common Stock (PRCT)](/topic/$prct) [Wat (WAT)](/topic/$wat) [Stevanato Group S.p.A. (STVN)](/topic/$stvn) [Beldex (BDX)](/topic/$bdx) [Cooper Companies, Inc. (COO)](/topic/$coo) [Alkermes Inc. plc (ALKS)](/topic/$alks) [Merck & Co., Inc. (MRK)](/topic/$mrk) [Pfizer, Inc. (PFE)](/topic/$pfe) [Moderna Inc (MRNA)](/topic/$mrna) [Perrigo Company PLC (PRGO)](/topic/$prgo) [AstraZeneca PLC (AZN)](/topic/$azn)
### 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, XX 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


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


"$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


"@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, 1109 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, XX 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


"$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, XX engagements


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


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


"$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, X 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


"$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


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


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


"$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


"-- 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


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


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


"$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


"$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


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


"$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


"$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


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


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


"$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


"@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


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


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


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


"$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


"$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


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


"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


"$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, XX 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


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


"$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


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


"$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


"$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


"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


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


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


"$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


"$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, XX engagements


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


"$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, X 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


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


"$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


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


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


"$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


"$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, $hun, money 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: XXXXXXX #

CreatorRank Line Chart

Social Influence #

Social category influence stocks XXXXX% finance XXXX% cryptocurrencies XXXX% technology brands XXXX% fashion brands XXXX% currencies XXXX% exchanges XXXX% automotive brands XXXX%

Social topic influence wld 3.23%, jpm 1.47%, $hun 0.88%, money 0.88%, eps 0.88%, hood 0.88%, gamma 0.59%, $fix 0.59%, beta 0.59%, tariffs XXXX%

Top accounts mentioned or mentioned by @15minofpham @macroedgeres @lazereater @calvinfroedge @annaeconomist @kpak82 @jimcramer @realdonaldtrump @chartfest1 @tierrapartners @goldmansachs @erinburnett @trendspider @lexiehulll @wnba @wallstreetmav @santiagoaufund @timmerfidelity @mecomosonrisas1

Top assets mentioned Huntsman Corporation (HUN) Comfort Systems USA, Inc. (FIX) Alvey Chain (WALV) EPR Properties (EPR) Casey's General Stores, Inc. (CASY) ODDITY Tech Ltd. Class A Ordinary Shares (ODD) TransMedics Group, Inc. Common Stock (TMDX) Regeneron Pharmaceuticals Inc (REGN) Robinhood Markets, Inc. (HOOD) Sezzle Inc. Common Stock (SEZL) Booz Allen Hamilton Holding, Corp. (BAH) 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) Steven Madden Ltd (SHOO) CENTURY COMMUNITIES, INC. (CCS) Weatherford International plc Ordinary Shares (WFRD) Sempra Energy (SRE) Chime Financial, Inc. Class A Common Stock (CHYM) Hinge Health, Inc. (HNGE) UL Solutions Inc. (ULS) Adient plc Ordinary Shares (ADNT) PAC Protocol (PAC) StoneCo Ltd. Class A Common Shares (STNE) Asana, Inc. Class A Common Stock (ASAN) PG&E, Corp. (PCG) Southwest Airlines Co (LUV) American Airlines Group Inc (AAL) Shakita Inu (SHAK) CVR ENERGY, INC. (CVI) AppFolio, Inc. Class A (APPF) Novartis AG (NVS) Zoetis Inc (ZTS) GSK plc (GSK) Synthetify (SNY) BABB (BAX) GE HealthCare Technologies Inc. Common Stock (GEHC) Bruker, Corp. (BRKR) GLOBUS MEDICAL INC (GMED) 10x Genomics, Inc. Class A Common Stock (TXG) Semler Scientific, Inc. (SMLR) Minted (MTD) Thermo Fisher Scientific Inc. (TMO) PROCEPT BioRobotics Corporation Common Stock (PRCT) Wat (WAT) Stevanato Group S.p.A. (STVN) Beldex (BDX) Cooper Companies, Inc. (COO) Alkermes Inc. plc (ALKS) Merck & Co., Inc. (MRK) Pfizer, Inc. (PFE) Moderna Inc (MRNA) Perrigo Company PLC (PRGO) AstraZeneca PLC (AZN)

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, XX 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

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

"$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

"@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, 1109 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, XX 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

"$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, XX 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

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

"$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, X 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

"$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

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

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

"$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

"-- 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

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

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

"$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

"$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

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

"$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

"$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

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

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

"$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

"@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

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

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

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

"$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

"$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

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

"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

"$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, XX 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

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

"$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

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

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

"$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

"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

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

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

"$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

"$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, XX engagements

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

"$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, X 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

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

"$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

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

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

"$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

"$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