[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.] #  @gordocap18 dg dg posts on X about $spgi, $fico, $efx, $rkt the most. They currently have XXXXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours. ### Engagements: XXX [#](/creator/twitter::1941511868/interactions)  - X Week XXXXX -XX% - X Month XXXXXX -XX% - X Months XXXXXXX +2,492% - X Year XXXXXXX +298,984% ### Mentions: X [#](/creator/twitter::1941511868/posts_active)  - X Week XX -XX% - X Month XX +14% - X Months XXX +175% - X Year XXX +21,300% ### Followers: XXXXX [#](/creator/twitter::1941511868/followers)  - X Week XXXXX +0.38% - X Month XXXXX +21% - X Months XXXXX +501% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::1941511868/influencer_rank)  ### Social Influence [#](/creator/twitter::1941511868/influence) --- **Social category influence** [stocks](/list/stocks) XXXX% [finance](/list/finance) XXXX% [technology brands](/list/technology-brands) XXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% [countries](/list/countries) XXXX% **Social topic influence** [$spgi](/topic/$spgi) #15, [$fico](/topic/$fico) #21, [$efx](/topic/$efx) #9, [$rkt](/topic/$rkt) #35, [inflation](/topic/inflation) #1684, [tariffs](/topic/tariffs) #2492, [upside](/topic/upside) #621, [fed](/topic/fed) #1084, [rates](/topic/rates) #794, [over the](/topic/over-the) XXXX% **Top accounts mentioned or mentioned by** [@evrgn11112231](/creator/undefined) [@contrariancurse](/creator/undefined) [@at50w50882](/creator/undefined) [@racetrack275](/creator/undefined) [@pythiar](/creator/undefined) [@macaronicapital](/creator/undefined) [@southernvalue95](/creator/undefined) [@ramcocapital](/creator/undefined) [@johnhuber72](/creator/undefined) [@larryjamieson](/creator/undefined) [@cloneinvestor](/creator/undefined) [@compoundpapi](/creator/undefined) [@returnoncap](/creator/undefined) [@sleepwellcap](/creator/undefined) [@theshahrestani](/creator/undefined) [@roicaholic76](/creator/undefined) [@marcslans](/creator/undefined) [@aureliusltd28](/creator/undefined) [@realroseceline](/creator/undefined) [@themattharbaugh](/creator/undefined) **Top assets mentioned** [S&P Global Inc (SPGI)](/topic/$spgi) [Fair Isaac, Corp. (FICO)](/topic/$fico) [Effect.AI (EFX)](/topic/$efx) [Rocket Companies, Inc. (RKT)](/topic/$rkt) [Goldman Sachs (GS)](/topic/goldman-sachs) [Taiwan Semiconductor (TSM)](/topic/taiwan-semiconductor) [Dillards Inc. (DDS)](/topic/$dds) [Cinemark Holdings, Inc. (CNK)](/topic/$cnk) [Spotify Technology (SPOT)](/topic/$spot) [Warner Music Group, Co. (WMG)](/topic/$wmg) [Moody's Corporation (MCO)](/topic/$mco) ### Top Social Posts [#](/creator/twitter::1941511868/posts) --- Top posts by engagements in the last XX hours "New note from Goldman Sachs on $ASML moat: Chinas lithography is XX years behind ASML. With a monopoly on EUV ASML is the tollbooth that Taiwan Semiconductor Manufacturing Company and NVIDIA must pay to build advanced AI chips" [X Link](https://x.com/gordocap18/status/1962561898890613091) [@gordocap18](/creator/x/gordocap18) 2025-09-01T17:03Z 1043 followers, 39.3K engagements "@Larryjamieson_ @JohnHuber72 I agree that most businesses trading at a XX% FCF yield are melting ice cubes with no terminal value. However sometimes the market gets this wrong like $DDS in 2020 $CNK in 2022 and $PBI right now" [X Link](https://x.com/gordocap18/status/1966993790193025104) [@gordocap18](/creator/x/gordocap18) 2025-09-13T22:33Z 1044 followers, 7044 engagements "$FICO $EFX $RKT still in the 3rd inning of this trade as Powell concedes risks to labor market risks of inflation. Tariffs inflation (one-time price adjustment). Fed funds rate should be 100bps lower. FICO + EFX have huge EPS upside once mortgage rates are 6%" [X Link](https://x.com/gordocap18/status/1958908382192267704) [@gordocap18](/creator/x/gordocap18) 2025-08-22T15:05Z 1044 followers, 2227 engagements "Can someone who is knowledge on the subject please explain why the music labels $UMG $WMG latent pricing power thesis hasnt played out Is it a function of $SPOT gaining share and strengthening their negotiating leverage over the labels cc: @SleepwellCap @compoundpapi @RadnorCapital" [X Link](https://x.com/gordocap18/status/1959305079363703075) [@gordocap18](/creator/x/gordocap18) 2025-08-23T17:21Z 1044 followers, 6786 engagements "Mortgage refinance applications jumped XX% w/w last week as the 30-year fixed rate mortgage fell to the lowest level since last September. $FICO $EFX $RKT" [X Link](https://x.com/gordocap18/status/1968321632252141745) [@gordocap18](/creator/x/gordocap18) 2025-09-17T14:30Z 1044 followers, 2142 engagements "I bought $SPGI today. Its the cheapest it has been in a decade relative to the S&P XXX. Its not a bargain but GDP growth + price hikes + buybacks = XX% return. Good value in a frothy market. I also think the market is underpricing the bull case for AI-driven margin expansion" [X Link](https://x.com/gordocap18/status/1971244713958338843) [@gordocap18](/creator/x/gordocap18) 2025-09-25T16:05Z 1044 followers, 12.2K engagements "One of them just got kinda cheap $SPGI" [X Link](https://x.com/gordocap18/status/1971347201667608843) [@gordocap18](/creator/x/gordocap18) 2025-09-25T22:52Z 1044 followers, 3256 engagements "Morningstar estimates that $MCO and $SPGI have raised prices by XX% annually over the past few decades. The pricing power of CRAs stems from strong network effects the interest savings they enable and the relatively low cost of ratings compared to total underwriting expenses" [X Link](https://x.com/gordocap18/status/1971386867670188441) [@gordocap18](/creator/x/gordocap18) 2025-09-26T01:30Z 1044 followers, 20.7K engagements "Dev Kantesaria on $SPGI: AI could substantially reduce labor costs driving significant margin expansion. Many tasks currently performed by analysts may be automated and this technological advancement could push operating margins to XX% in the future" [X Link](https://x.com/gordocap18/status/1973434917783838944) [@gordocap18](/creator/x/gordocap18) 2025-10-01T17:08Z 1044 followers, 26K engagements "Wedgewood Partners bull case for $SPGI: a high-quality near-monopoly business whose ratings segment thrives when rates fall. With a structural bias toward looser policy and a looming wave of debt refis its poised to benefit disproportionately offering strong earnings upside" [X Link](https://x.com/gordocap18/status/1973892249802182959) [@gordocap18](/creator/x/gordocap18) 2025-10-02T23:26Z 1044 followers, 11.5K engagements "Anyone interested in the $FICO announcement and the credit bureaus should give this a read. @Larryjamieson_ is the best in the biz" [X Link](https://x.com/gordocap18/status/1973915026764304693) [@gordocap18](/creator/x/gordocap18) 2025-10-03T00:56Z 1044 followers, 4721 engagements
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@gordocap18 dg
dg posts on X about $spgi, $fico, $efx, $rkt 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 XXXXX -XX%
- X Month XXXXXX -XX%
- X Months XXXXXXX +2,492%
- X Year XXXXXXX +298,984%
Mentions: X #
- X Week XX -XX%
- X Month XX +14%
- X Months XXX +175%
- X Year XXX +21,300%
Followers: XXXXX #
- X Week XXXXX +0.38%
- X Month XXXXX +21%
- X Months XXXXX +501%
CreatorRank: XXXXXXXXX #
Social Influence #
Social category influence stocks XXXX% finance XXXX% technology brands XXXX% cryptocurrencies XXXX% countries XXXX%
Social topic influence $spgi #15, $fico #21, $efx #9, $rkt #35, inflation #1684, tariffs #2492, upside #621, fed #1084, rates #794, over the XXXX%
Top accounts mentioned or mentioned by @evrgn11112231 @contrariancurse @at50w50882 @racetrack275 @pythiar @macaronicapital @southernvalue95 @ramcocapital @johnhuber72 @larryjamieson @cloneinvestor @compoundpapi @returnoncap @sleepwellcap @theshahrestani @roicaholic76 @marcslans @aureliusltd28 @realroseceline @themattharbaugh
Top assets mentioned S&P Global Inc (SPGI) Fair Isaac, Corp. (FICO) Effect.AI (EFX) Rocket Companies, Inc. (RKT) Goldman Sachs (GS) Taiwan Semiconductor (TSM) Dillards Inc. (DDS) Cinemark Holdings, Inc. (CNK) Spotify Technology (SPOT) Warner Music Group, Co. (WMG) Moody's Corporation (MCO)
Top Social Posts #
Top posts by engagements in the last XX hours
"New note from Goldman Sachs on $ASML moat: Chinas lithography is XX years behind ASML. With a monopoly on EUV ASML is the tollbooth that Taiwan Semiconductor Manufacturing Company and NVIDIA must pay to build advanced AI chips"
X Link @gordocap18 2025-09-01T17:03Z 1043 followers, 39.3K engagements
"@Larryjamieson_ @JohnHuber72 I agree that most businesses trading at a XX% FCF yield are melting ice cubes with no terminal value. However sometimes the market gets this wrong like $DDS in 2020 $CNK in 2022 and $PBI right now"
X Link @gordocap18 2025-09-13T22:33Z 1044 followers, 7044 engagements
"$FICO $EFX $RKT still in the 3rd inning of this trade as Powell concedes risks to labor market risks of inflation. Tariffs inflation (one-time price adjustment). Fed funds rate should be 100bps lower. FICO + EFX have huge EPS upside once mortgage rates are 6%"
X Link @gordocap18 2025-08-22T15:05Z 1044 followers, 2227 engagements
"Can someone who is knowledge on the subject please explain why the music labels $UMG $WMG latent pricing power thesis hasnt played out Is it a function of $SPOT gaining share and strengthening their negotiating leverage over the labels cc: @SleepwellCap @compoundpapi @RadnorCapital"
X Link @gordocap18 2025-08-23T17:21Z 1044 followers, 6786 engagements
"Mortgage refinance applications jumped XX% w/w last week as the 30-year fixed rate mortgage fell to the lowest level since last September. $FICO $EFX $RKT"
X Link @gordocap18 2025-09-17T14:30Z 1044 followers, 2142 engagements
"I bought $SPGI today. Its the cheapest it has been in a decade relative to the S&P XXX. Its not a bargain but GDP growth + price hikes + buybacks = XX% return. Good value in a frothy market. I also think the market is underpricing the bull case for AI-driven margin expansion"
X Link @gordocap18 2025-09-25T16:05Z 1044 followers, 12.2K engagements
"One of them just got kinda cheap $SPGI"
X Link @gordocap18 2025-09-25T22:52Z 1044 followers, 3256 engagements
"Morningstar estimates that $MCO and $SPGI have raised prices by XX% annually over the past few decades. The pricing power of CRAs stems from strong network effects the interest savings they enable and the relatively low cost of ratings compared to total underwriting expenses"
X Link @gordocap18 2025-09-26T01:30Z 1044 followers, 20.7K engagements
"Dev Kantesaria on $SPGI: AI could substantially reduce labor costs driving significant margin expansion. Many tasks currently performed by analysts may be automated and this technological advancement could push operating margins to XX% in the future"
X Link @gordocap18 2025-10-01T17:08Z 1044 followers, 26K engagements
"Wedgewood Partners bull case for $SPGI: a high-quality near-monopoly business whose ratings segment thrives when rates fall. With a structural bias toward looser policy and a looming wave of debt refis its poised to benefit disproportionately offering strong earnings upside"
X Link @gordocap18 2025-10-02T23:26Z 1044 followers, 11.5K engagements
"Anyone interested in the $FICO announcement and the credit bureaus should give this a read. @Larryjamieson_ is the best in the biz"
X Link @gordocap18 2025-10-03T00:56Z 1044 followers, 4721 engagements