[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.] #  @convexititties Convexititties, CFA Convexititties, CFA posts on X about has been, $snbr, zerohedge, $sgi the most. They currently have XXXXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours. ### Engagements: XXX [#](/creator/twitter::1763355951480913920/interactions)  - X Week XXXXXX +221% - X Month XXXXXX -XX% - X Months XXXXXXX +43% - X Year XXXXXXX +3,124% ### Mentions: XX [#](/creator/twitter::1763355951480913920/posts_active)  - X Week XX no change - X Month XX -XX% - X Months XXX +8.30% - X Year XXX +688% ### Followers: XXXXX [#](/creator/twitter::1763355951480913920/followers)  - X Week XXXXX +4.10% - X Month XXXXX +5.60% - X Months XXXXX +133% - X Year XXXXX +767% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::1763355951480913920/influencer_rank)  ### Social Influence [#](/creator/twitter::1763355951480913920/influence) --- **Social category influence** [finance](/list/finance) XXXX% [stocks](/list/stocks) XXXX% **Social topic influence** [has been](/topic/has-been) 1.08%, [$snbr](/topic/$snbr) #1, [zerohedge](/topic/zerohedge) 0.54%, [$sgi](/topic/$sgi) 0.54%, [goldman sachs](/topic/goldman-sachs) 0.54%, [surge](/topic/surge) 0.54%, [delta](/topic/delta) 0.54%, [housing market](/topic/housing-market) #407, [stocks](/topic/stocks) 0.54%, [transactions](/topic/transactions) XXXX% **Top accounts mentioned or mentioned by** [@watt_the_jeff](/creator/undefined) [@cheshir3cap](/creator/undefined) [@milknhoneycap](/creator/undefined) [@zastocks](/creator/undefined) [@shey2007shey](/creator/undefined) [@kaloszer](/creator/undefined) [@creativecap89](/creator/undefined) [@degeninvestor7](/creator/undefined) [@wattthejeff](/creator/undefined) [@notrusshanneman](/creator/undefined) [@taobanker](/creator/undefined) [@qbert50000](/creator/undefined) [@moflod](/creator/undefined) [@_al_czervik](/creator/undefined) [@chesir3cat](/creator/undefined) [@nietschecapital](/creator/undefined) [@consensusgurus](/creator/undefined) [@vonwehhrn](/creator/undefined) [@beachbumcapital](/creator/undefined) [@dorb2sq](/creator/undefined) **Top assets mentioned** [Somnigroup International Inc. (SGI)](/topic/$sgi) [Goldman Sachs (GS)](/topic/goldman-sachs) [BlueMove (MOVE)](/topic/$move) ### Top Social Posts [#](/creator/twitter::1763355951480913920/posts) --- Top posts by engagements in the last XX hours "@zerohedge Probably unpopular opinion: the Blue Owl guy is right" [X Link](https://x.com/convexititties/status/1978469554754818450) [@convexititties](/creator/x/convexititties) 2025-10-15T14:34Z 3060 followers, XXX engagements "Mattress and home sales have historically been highly correlated as many people buy a new mattress when they move. That said home sales have been just modestly above GFC levels for X consecutive years (2023-2025) which has meaningfully pressured mattress demand. Per Somnigroup $SGI the parent company of Tempur-Sealy and Mattress firm U.S. produced mattress units were just 16.7M in 2024 versus the trailing 10-yr average of 22.8M (-25%). Housing transactions are projected to increase modestly in 2025 which could signal that transactions have already bottomed assuming mortgage rates do not" [X Link](https://x.com/convexititties/status/1974862559707578648) [@convexititties](/creator/x/convexititties) 2025-10-05T15:41Z 3065 followers, 2931 engagements "On the contrary traders are paying up for upside leverage not downside protection as the implied volatility surge has been largely driven by call buying. Every call has a counter party and options market makers arent generally in the business of taking directional bets. That said its likely that most of them hedge the delta exposure away by purchasing the underlying stock which provides incremental demand and upwards pressure on underlying share prices which encourages more call-buying by retail. Furthermore as a call option goes deeper ITM the absolute value of delta approaches XXX so" [X Link](https://x.com/convexititties/status/1975553070277779651) [@convexititties](/creator/x/convexititties) 2025-10-07T13:25Z 3064 followers, 2867 engagements "A good captain goes down (and hopefully up someday) with the ship 🫡 $SNBR I still think its a $20-30 stock if/when we get some positive developments in the housing market which I continue to expect sooner than later. Patience is hard when the rest of you geniuses are making millions on AI and quantum stocks in the meantime but I have to stick to what has worked for me in the past. I would get blown up instantly if I tried riding momentum" [X Link](https://x.com/convexititties/status/1975674081459540201) [@convexititties](/creator/x/convexititties) 2025-10-07T21:26Z 3064 followers, 13.1K engagements "@watt_the_jeff LT bond yields spike higher" [X Link](https://x.com/convexititties/status/1978817144881135887) [@convexititties](/creator/x/convexititties) 2025-10-16T13:35Z 3065 followers, XX engagements "If so: Mortgage spreads 📉 Housing transactions 📈 Second order effect You already know what Im thinking 🛌😉" [X Link](https://x.com/convexititties/status/1978137492806074774) [@convexititties](/creator/x/convexititties) 2025-10-14T16:35Z 3065 followers, 5677 engagements "Context: the $move index measures the implied vol of treasury yields and it has been absolutely crushed since Liberation Day. This suggests a meaningful swing in Treasury yields is afoot although it gives no indication of which direction. I believe sharply lower" [X Link](https://x.com/convexititties/status/1978466626304405888) [@convexititties](/creator/x/convexititties) 2025-10-15T14:22Z 3065 followers, 2094 engagements "The ironic thing about the recent BDC meltdown is that it was triggered by Tricolor which was primarily funded by banks. Also First Brands was a syndicate led by Jefferies with minimal BDC participations (if so it was acquired through secondary market) Neither of which offer a particularly good read through to the private direct lending market that BDCs focus. To that point BDC defaults peaked in 2Q24 and have been declining gradually ever since Meanwhile prevailing sentiment is that Tricolor is the canary in the coal mine for BDCs and private credit. But the reality of the matter is that" [X Link](https://x.com/convexititties/status/1976281824310477030) [@convexititties](/creator/x/convexititties) 2025-10-09T13:41Z 3063 followers, 4008 engagements "Unpopular opinions: 1) the jobs market is stronger today than it was X months ago and it is getting stronger. 2) a couple high-profile bankruptcies (clearly impacted by deportations) doesnt mean that credit risk is systemic. 3) the dollar is likely to strengthen meaningfully which should ease inflation pressures and stimulate demand for USTs. 4) we are no where near the top" [X Link](https://x.com/convexititties/status/1978406634129920001) [@convexititties](/creator/x/convexititties) 2025-10-15T10:24Z 3063 followers, 2697 engagements "Imagine youre a bank and you have a maturing multi-family loan that cant handle the rate reset from X% to X% from a DSCR perspective The borrower doesnt want to add equity as the property will still cash flow at the higher rate and the borrower expects lower future rates. That said the DSCR is just 1.10x at X% instead of 1.50x at X% which is below the 1.25x minimum to be bank quality. What do you do You cant simply tell the borrower to beat it because your lender worked a year to earn the relationship. Also the borrower has XX% of the remaining balance in DDA deposits with you plus a $2M" [X Link](https://x.com/convexititties/status/1978419791397294338) [@convexititties](/creator/x/convexititties) 2025-10-15T11:16Z 3063 followers, 17.7K engagements "Sleep Number $SNBR announced that it will release 3Q results on November 5th before market open. In conjunction it also announced that it will participate in the Raymond James and KeyBank investor conferences in early-December. Maybe Im under thinking it or just biased but I doubt that a new C-suite would choose to make their investor conference debut a month after a shit quarter" [X Link](https://x.com/convexititties/status/1978861473117208817) [@convexititties](/creator/x/convexititties) 2025-10-16T16:31Z 3063 followers, 2486 engagements
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@convexititties Convexititties, CFA
Convexititties, CFA posts on X about has been, $snbr, zerohedge, $sgi the most. They currently have XXXXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.
Engagements: XXX #
- X Week XXXXXX +221%
- X Month XXXXXX -XX%
- X Months XXXXXXX +43%
- X Year XXXXXXX +3,124%
Mentions: XX #
- X Week XX no change
- X Month XX -XX%
- X Months XXX +8.30%
- X Year XXX +688%
Followers: XXXXX #
- X Week XXXXX +4.10%
- X Month XXXXX +5.60%
- X Months XXXXX +133%
- X Year XXXXX +767%
CreatorRank: XXXXXXXXX #
Social Influence #
Social category influence finance XXXX% stocks XXXX%
Social topic influence has been 1.08%, $snbr #1, zerohedge 0.54%, $sgi 0.54%, goldman sachs 0.54%, surge 0.54%, delta 0.54%, housing market #407, stocks 0.54%, transactions XXXX%
Top accounts mentioned or mentioned by @watt_the_jeff @cheshir3cap @milknhoneycap @zastocks @shey2007shey @kaloszer @creativecap89 @degeninvestor7 @wattthejeff @notrusshanneman @taobanker @qbert50000 @moflod @_al_czervik @chesir3cat @nietschecapital @consensusgurus @vonwehhrn @beachbumcapital @dorb2sq
Top assets mentioned Somnigroup International Inc. (SGI) Goldman Sachs (GS) BlueMove (MOVE)
Top Social Posts #
Top posts by engagements in the last XX hours
"@zerohedge Probably unpopular opinion: the Blue Owl guy is right"
X Link @convexititties 2025-10-15T14:34Z 3060 followers, XXX engagements
"Mattress and home sales have historically been highly correlated as many people buy a new mattress when they move. That said home sales have been just modestly above GFC levels for X consecutive years (2023-2025) which has meaningfully pressured mattress demand. Per Somnigroup $SGI the parent company of Tempur-Sealy and Mattress firm U.S. produced mattress units were just 16.7M in 2024 versus the trailing 10-yr average of 22.8M (-25%). Housing transactions are projected to increase modestly in 2025 which could signal that transactions have already bottomed assuming mortgage rates do not"
X Link @convexititties 2025-10-05T15:41Z 3065 followers, 2931 engagements
"On the contrary traders are paying up for upside leverage not downside protection as the implied volatility surge has been largely driven by call buying. Every call has a counter party and options market makers arent generally in the business of taking directional bets. That said its likely that most of them hedge the delta exposure away by purchasing the underlying stock which provides incremental demand and upwards pressure on underlying share prices which encourages more call-buying by retail. Furthermore as a call option goes deeper ITM the absolute value of delta approaches XXX so"
X Link @convexititties 2025-10-07T13:25Z 3064 followers, 2867 engagements
"A good captain goes down (and hopefully up someday) with the ship 🫡 $SNBR I still think its a $20-30 stock if/when we get some positive developments in the housing market which I continue to expect sooner than later. Patience is hard when the rest of you geniuses are making millions on AI and quantum stocks in the meantime but I have to stick to what has worked for me in the past. I would get blown up instantly if I tried riding momentum"
X Link @convexititties 2025-10-07T21:26Z 3064 followers, 13.1K engagements
"@watt_the_jeff LT bond yields spike higher"
X Link @convexititties 2025-10-16T13:35Z 3065 followers, XX engagements
"If so: Mortgage spreads 📉 Housing transactions 📈 Second order effect You already know what Im thinking 🛌😉"
X Link @convexititties 2025-10-14T16:35Z 3065 followers, 5677 engagements
"Context: the $move index measures the implied vol of treasury yields and it has been absolutely crushed since Liberation Day. This suggests a meaningful swing in Treasury yields is afoot although it gives no indication of which direction. I believe sharply lower"
X Link @convexititties 2025-10-15T14:22Z 3065 followers, 2094 engagements
"The ironic thing about the recent BDC meltdown is that it was triggered by Tricolor which was primarily funded by banks. Also First Brands was a syndicate led by Jefferies with minimal BDC participations (if so it was acquired through secondary market) Neither of which offer a particularly good read through to the private direct lending market that BDCs focus. To that point BDC defaults peaked in 2Q24 and have been declining gradually ever since Meanwhile prevailing sentiment is that Tricolor is the canary in the coal mine for BDCs and private credit. But the reality of the matter is that"
X Link @convexititties 2025-10-09T13:41Z 3063 followers, 4008 engagements
"Unpopular opinions: 1) the jobs market is stronger today than it was X months ago and it is getting stronger. 2) a couple high-profile bankruptcies (clearly impacted by deportations) doesnt mean that credit risk is systemic. 3) the dollar is likely to strengthen meaningfully which should ease inflation pressures and stimulate demand for USTs. 4) we are no where near the top"
X Link @convexititties 2025-10-15T10:24Z 3063 followers, 2697 engagements
"Imagine youre a bank and you have a maturing multi-family loan that cant handle the rate reset from X% to X% from a DSCR perspective The borrower doesnt want to add equity as the property will still cash flow at the higher rate and the borrower expects lower future rates. That said the DSCR is just 1.10x at X% instead of 1.50x at X% which is below the 1.25x minimum to be bank quality. What do you do You cant simply tell the borrower to beat it because your lender worked a year to earn the relationship. Also the borrower has XX% of the remaining balance in DDA deposits with you plus a $2M"
X Link @convexititties 2025-10-15T11:16Z 3063 followers, 17.7K engagements
"Sleep Number $SNBR announced that it will release 3Q results on November 5th before market open. In conjunction it also announced that it will participate in the Raymond James and KeyBank investor conferences in early-December. Maybe Im under thinking it or just biased but I doubt that a new C-suite would choose to make their investor conference debut a month after a shit quarter"
X Link @convexititties 2025-10-16T16:31Z 3063 followers, 2486 engagements