[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.] #  @sadandlonely_69 newbot newbot posts on X about $srad, money, $apo, $cvi the most. They currently have XXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::1276473774611841026/interactions)  - X Week XXXXX +48% - X Month XXXXXX +158% - X Months XXXXXX +350% ### Mentions: XX [#](/creator/twitter::1276473774611841026/posts_active)  - X Week XX +19% - X Month XX +51% - X Months XXX +196% ### Followers: XXX [#](/creator/twitter::1276473774611841026/followers)  - X Week XXX +3.40% - X Month XXX +14% - X Months XXX +58% ### CreatorRank: XXXXXXX [#](/creator/twitter::1276473774611841026/influencer_rank)  ### Social Influence [#](/creator/twitter::1276473774611841026/influence) --- **Social category influence** [stocks](/list/stocks) XXXXX% [finance](/list/finance) XXXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% [social networks](/list/social-networks) XXXX% [technology brands](/list/technology-brands) XXXX% [pga golfers](/list/pga-golfers) XXXX% [countries](/list/countries) XXXX% **Social topic influence** [$srad](/topic/$srad) #6, [money](/topic/money) 6.82%, [$apo](/topic/$apo) #28, [$cvi](/topic/$cvi) 4.55%, [$vlo](/topic/$vlo) #16, [$mpc](/topic/$mpc) #13, [$rtx](/topic/$rtx) #66, [$tdg](/topic/$tdg) #17, [$dkng](/topic/$dkng) #411, [$hun](/topic/$hun) #40 **Top accounts mentioned or mentioned by** [@aresearchguy](/creator/undefined) [@taobanker](/creator/undefined) [@davidkatunaric](/creator/undefined) [@andrewrangeley](/creator/undefined) [@mariocibelli](/creator/undefined) [@roryjohnston](/creator/undefined) [@dalibali2](/creator/undefined) [@mrjulius007](/creator/undefined) [@jerrycap](/creator/undefined) [@kingdomcapadv](/creator/undefined) [@mrneutralman](/creator/undefined) [@rory_johnston](/creator/undefined) [@wolfdog_capital](/creator/undefined) [@walter_bascom](/creator/undefined) **Top assets mentioned** [Sportradar Group AG Class A Ordinary Shares (SRAD)](/topic/$srad) [Apollo Global Management, Inc. (APO)](/topic/$apo) [CVR ENERGY, INC. (CVI)](/topic/$cvi) [Valero Energy Corporation (VLO)](/topic/$vlo) [Partisia Blockchain (MPC)](/topic/$mpc) [Raytheon Technologies Corp (RTX)](/topic/$rtx) [TransDigm Group, Inc. (TDG)](/topic/$tdg) [DraftKings Inc. Class A Common Stock (DKNG)](/topic/$dkng) [Huntsman Corporation (HUN)](/topic/$hun) [Boeing Co (BA)](/topic/$ba) [AAR Corp. (AIR)](/topic/$air) [Dave Inc. Class A Common Stock (DAVE)](/topic/$dave) [T Rowe Price Group Inc (TROW)](/topic/$trow) [Phillips XX (PSX)](/topic/$psx) [DAR Open Network (DAR)](/topic/$dar) [Infinitar (IGT)](/topic/$igt) [Brightstar Lottery (BRSL)](/topic/$brsl) [PBF ENERGY INC. (PBF)](/topic/$pbf) [Sable Offshore Corp. (SOC)](/topic/$soc) [Decentral Games (DG)](/topic/$dg) [Dollar Tree Inc (DLTR)](/topic/$dltr) [CoStar Group, Inc. (CSGP)](/topic/$csgp) [Cleveland-Cliffs, Inc. (CLF)](/topic/$clf) [Veno Finance (VNO)](/topic/$vno) ### Top Social Posts [#](/creator/twitter::1276473774611841026/posts) --- Top posts by engagements in the last XX hours "Nothing ever happens portfolio notching a very easy win here on $APO. When the street is freaking about a some auto shitco no one's ever heard of or twitter influencers are writing thoughtpieces about $JEF's underwriting standards that's an easy buy the dip & thx for the money" [X Link](https://x.com/sadandlonely_69/status/1978140449178075368) [@sadandlonely_69](/creator/x/sadandlonely_69) 2025-10-14T16:46Z XXX followers, XXX engagements "$CVI shutting down its RD to convert back to petroleum is particularly funny because as soon as they started building that unit Dave Lamp (king btw) was publicly shitting on the sector for a roaring overbuild approaching" [X Link](https://x.com/sadandlonely_69/status/1974100902199144583) [@sadandlonely_69](/creator/x/sadandlonely_69) 2025-10-03T13:15Z XXX followers, XXX engagements "Love $TROW short in spots like this. If market actually goes down retirees panic and rotate into not underperforming passives. And if theres a credit problem all the dogshit expansion at OHA turns into losses. And if the market goes up well the TROW PMs still underweight momo" [X Link](https://x.com/sadandlonely_69/status/1976683316108501503) [@sadandlonely_69](/creator/x/sadandlonely_69) 2025-10-10T16:16Z XXX followers, XXX engagements "Easy preview as the RD earnings approach. $PSX will lose 100mm on Rodeo but say the machine is working great. $DAR will miss. Also 4Q will guide down. But don't worry Randy feels great about the stock he's selling. $VLO will softly say RD sucks for the foreseeable future and then they'll talk about the parts of their biz that don't suck. $CVI will target closing it in 2026 because money actually has value to us. $DINO will post a loss note that in 2029 maybe the New Mexico LCFS market will be worth something and then push out monetizing the Lubes as always. $PBF will be the most fun as" [X Link](https://x.com/sadandlonely_69/status/1980719947845120000) [@sadandlonely_69](/creator/x/sadandlonely_69) 2025-10-21T19:36Z XXX followers, 4339 engagements "$IGT / $BRSL is an unbelievable set up here. MASSIVE incoming flow. Comparable to $MPC Speedway and dominates the $RTX post P&W fuck up ASR. Meanwhile valuation on ass dividend just raised and both major lottos are 100mm right now. LONG" [X Link](https://x.com/sadandlonely_69/status/1950188491855245702) [@sadandlonely_69](/creator/x/sadandlonely_69) 2025-07-29T13:35Z XXX followers, XXX engagements "Everyone knows I despise $TDG as a toxic cancer on the aerospace sector. But if TDG is out here doing dividend recaps after a XX% sell off on OE then its a buy. I dont make the rules 🤷♂" [X Link](https://x.com/sadandlonely_69/status/1955651228580683931) [@sadandlonely_69](/creator/x/sadandlonely_69) 2025-08-13T15:22Z XXX followers, XXX engagements "A completely dead industrial & hard goods economy + NAM refineries running at max utilization is not classically thought of as a favorable set up for refining $PBF $VLO $MPC" [X Link](https://x.com/sadandlonely_69/status/1973386109871673621) [@sadandlonely_69](/creator/x/sadandlonely_69) 2025-10-01T13:54Z XXX followers, XXX engagements "@dalibali2 Theyre going to be the first big AI name to implode IMO" [X Link](https://x.com/sadandlonely_69/status/1974439463402266650) [@sadandlonely_69](/creator/x/sadandlonely_69) 2025-10-04T11:40Z XXX followers, XXX engagements "$SRAD vs $DKNG is the pair trade here. Kalshi will take massive share in vanilla game odds. As such DKNG and peers will have to push even harder into spaces where Kalshi fundamentally can't compete due to mkt liquidity. I.e. live odds and parlays. The are money printers for SRAD" [X Link](https://x.com/sadandlonely_69/status/1975637386827805084) [@sadandlonely_69](/creator/x/sadandlonely_69) 2025-10-07T19:00Z XXX followers, XXX engagements "UK offers the best betting data by sport. Since 2008 World Cup years have been associated with a XX% average increase in soccer betting. AVERAGE. Long $SRAD" [X Link](https://x.com/sadandlonely_69/status/1976284507801256226) [@sadandlonely_69](/creator/x/sadandlonely_69) 2025-10-09T13:51Z XXX followers, XXX engagements "When are we putting $APO into the nothing ever happens portfolio Shit getting rocked because of some random sun-prime auto lender blowing up is prime entry event for nothing ever happens. Dooooonnnnntttt carrrrreeeeeeee" [X Link](https://x.com/sadandlonely_69/status/1976347104923746746) [@sadandlonely_69](/creator/x/sadandlonely_69) 2025-10-09T18:00Z XXX followers, 3049 engagements "The cadence of $SRAD 2026 consensus earnings just follows normal seasonality but in actuality there is a World Cup in Juen and July such that they'll smash 2Q and 3Q top line" [X Link](https://x.com/sadandlonely_69/status/1976368958128422974) [@sadandlonely_69](/creator/x/sadandlonely_69) 2025-10-09T19:27Z XXX followers, XXX engagements "Starting to kick the tires on $HUN. 4Q and 1Q are going to be very rough and rougher than cons. Div will get cut. But tariffs are supporting MDI px housing is clearly the admin's newest policy focus rate cuts will start to stimulate construction and maturity wall very far away" [X Link](https://x.com/sadandlonely_69/status/1977732061499650505) [@sadandlonely_69](/creator/x/sadandlonely_69) 2025-10-13T13:44Z XXX followers, XXX engagements "If you dont find it hilarious that the fintwit favorite special situations thesis around a California offshore oil producer (somehow getting Phil Mickelson involved) is getting BLITZED then we cant be friends $SOC" [X Link](https://x.com/sadandlonely_69/status/1978238317083660697) [@sadandlonely_69](/creator/x/sadandlonely_69) 2025-10-14T23:15Z XXX followers, 2049 engagements "On $DLTR strong guidance & outlook a friendly reminder that sell side still capitalizes historically trough $DG EBITDA margins for essentially forever" [X Link](https://x.com/sadandlonely_69/status/1978478429126242337) [@sadandlonely_69](/creator/x/sadandlonely_69) 2025-10-15T15:09Z XXX followers, XXX engagements "Holding off on $HUN for now. Just don't want to buy into div cut and thinking winter could get just plain atrocious with how the construction & general durables markets are right now" [X Link](https://x.com/sadandlonely_69/status/1978554293775983008) [@sadandlonely_69](/creator/x/sadandlonely_69) 2025-10-15T20:11Z XXX followers, XXX engagements "It's not clear to me at all that $SRAD is a huge loser from prediction markets. In a 2024 podcast their chief of strategy is talking about how their tech investments could help break the $DKNG duopoly. Albeit they probably didn't envision the new competitor being Kalshi" [X Link](https://x.com/sadandlonely_69/status/1978825225035804837) [@sadandlonely_69](/creator/x/sadandlonely_69) 2025-10-16T14:07Z XXX followers, XXX engagements "@JerryCap The CRE market is definitively starting to open up. Meanwhile the expected lifespan of the existing fleet is exploding as $BA and $AIR give up on even pretending to have a new plane before 2040. $CSGP $TDG" [X Link](https://x.com/sadandlonely_69/status/1978826151733649902) [@sadandlonely_69](/creator/x/sadandlonely_69) 2025-10-16T14:11Z XXX followers, 1332 engagements "$CLF pivoting into rare earths is a very nice little way to short the theme. A great example of how the equity market will provide more and more supply until the theme gets diluted. Meanwhile will never matter to functional numbers and the legacy biz + mkt cap makes it less squeezy" [X Link](https://x.com/sadandlonely_69/status/1980369940529217667) [@sadandlonely_69](/creator/x/sadandlonely_69) 2025-10-20T20:26Z XXX followers, XXX engagements "@kingdomcapadv Serious answer: Many value investors and value investor heroes had their positive early career formative experiences when the value factor was crushing it after dot com burst. At the same time oil companies were crushing it due to the unrelated rise of China" [X Link](https://x.com/sadandlonely_69/status/1980410158456176656) [@sadandlonely_69](/creator/x/sadandlonely_69) 2025-10-20T23:05Z XXX followers, XXX engagements "@Mr_Neutral_Man $VNO is arguably easier & better here on a risk reward basis than back in XX. You can literally just go to PENN and see the vision has worked. Its already attracting top tier finance and corporates" [X Link](https://x.com/sadandlonely_69/status/1980703069617942783) [@sadandlonely_69](/creator/x/sadandlonely_69) 2025-10-21T18:29Z XXX followers, XXX engagements "The $RTX defense Book to Bills are ridiculous and given their alignment in missiles & radar that can continue. Meanwhile it's all clear in P&W and the value of the existing AM & OE programs is exploding as $BA & $AIR give up on even pretending to have a new plane before 2040" [X Link](https://x.com/sadandlonely_69/status/1980763588940771656) [@sadandlonely_69](/creator/x/sadandlonely_69) 2025-10-21T22:30Z 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.]
newbot posts on X about $srad, money, $apo, $cvi the most. They currently have XXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.
Social category influence stocks XXXXX% finance XXXXX% cryptocurrencies XXXX% social networks XXXX% technology brands XXXX% pga golfers XXXX% countries XXXX%
Social topic influence $srad #6, money 6.82%, $apo #28, $cvi 4.55%, $vlo #16, $mpc #13, $rtx #66, $tdg #17, $dkng #411, $hun #40
Top accounts mentioned or mentioned by @aresearchguy @taobanker @davidkatunaric @andrewrangeley @mariocibelli @roryjohnston @dalibali2 @mrjulius007 @jerrycap @kingdomcapadv @mrneutralman @rory_johnston @wolfdog_capital @walter_bascom
Top assets mentioned Sportradar Group AG Class A Ordinary Shares (SRAD) Apollo Global Management, Inc. (APO) CVR ENERGY, INC. (CVI) Valero Energy Corporation (VLO) Partisia Blockchain (MPC) Raytheon Technologies Corp (RTX) TransDigm Group, Inc. (TDG) DraftKings Inc. Class A Common Stock (DKNG) Huntsman Corporation (HUN) Boeing Co (BA) AAR Corp. (AIR) Dave Inc. Class A Common Stock (DAVE) T Rowe Price Group Inc (TROW) Phillips XX (PSX) DAR Open Network (DAR) Infinitar (IGT) Brightstar Lottery (BRSL) PBF ENERGY INC. (PBF) Sable Offshore Corp. (SOC) Decentral Games (DG) Dollar Tree Inc (DLTR) CoStar Group, Inc. (CSGP) Cleveland-Cliffs, Inc. (CLF) Veno Finance (VNO)
Top posts by engagements in the last XX hours
"Nothing ever happens portfolio notching a very easy win here on $APO. When the street is freaking about a some auto shitco no one's ever heard of or twitter influencers are writing thoughtpieces about $JEF's underwriting standards that's an easy buy the dip & thx for the money"
X Link @sadandlonely_69 2025-10-14T16:46Z XXX followers, XXX engagements
"$CVI shutting down its RD to convert back to petroleum is particularly funny because as soon as they started building that unit Dave Lamp (king btw) was publicly shitting on the sector for a roaring overbuild approaching"
X Link @sadandlonely_69 2025-10-03T13:15Z XXX followers, XXX engagements
"Love $TROW short in spots like this. If market actually goes down retirees panic and rotate into not underperforming passives. And if theres a credit problem all the dogshit expansion at OHA turns into losses. And if the market goes up well the TROW PMs still underweight momo"
X Link @sadandlonely_69 2025-10-10T16:16Z XXX followers, XXX engagements
"Easy preview as the RD earnings approach. $PSX will lose 100mm on Rodeo but say the machine is working great. $DAR will miss. Also 4Q will guide down. But don't worry Randy feels great about the stock he's selling. $VLO will softly say RD sucks for the foreseeable future and then they'll talk about the parts of their biz that don't suck. $CVI will target closing it in 2026 because money actually has value to us. $DINO will post a loss note that in 2029 maybe the New Mexico LCFS market will be worth something and then push out monetizing the Lubes as always. $PBF will be the most fun as"
X Link @sadandlonely_69 2025-10-21T19:36Z XXX followers, 4339 engagements
"$IGT / $BRSL is an unbelievable set up here. MASSIVE incoming flow. Comparable to $MPC Speedway and dominates the $RTX post P&W fuck up ASR. Meanwhile valuation on ass dividend just raised and both major lottos are 100mm right now. LONG"
X Link @sadandlonely_69 2025-07-29T13:35Z XXX followers, XXX engagements
"Everyone knows I despise $TDG as a toxic cancer on the aerospace sector. But if TDG is out here doing dividend recaps after a XX% sell off on OE then its a buy. I dont make the rules 🤷♂"
X Link @sadandlonely_69 2025-08-13T15:22Z XXX followers, XXX engagements
"A completely dead industrial & hard goods economy + NAM refineries running at max utilization is not classically thought of as a favorable set up for refining $PBF $VLO $MPC"
X Link @sadandlonely_69 2025-10-01T13:54Z XXX followers, XXX engagements
"@dalibali2 Theyre going to be the first big AI name to implode IMO"
X Link @sadandlonely_69 2025-10-04T11:40Z XXX followers, XXX engagements
"$SRAD vs $DKNG is the pair trade here. Kalshi will take massive share in vanilla game odds. As such DKNG and peers will have to push even harder into spaces where Kalshi fundamentally can't compete due to mkt liquidity. I.e. live odds and parlays. The are money printers for SRAD"
X Link @sadandlonely_69 2025-10-07T19:00Z XXX followers, XXX engagements
"UK offers the best betting data by sport. Since 2008 World Cup years have been associated with a XX% average increase in soccer betting. AVERAGE. Long $SRAD"
X Link @sadandlonely_69 2025-10-09T13:51Z XXX followers, XXX engagements
"When are we putting $APO into the nothing ever happens portfolio Shit getting rocked because of some random sun-prime auto lender blowing up is prime entry event for nothing ever happens. Dooooonnnnntttt carrrrreeeeeeee"
X Link @sadandlonely_69 2025-10-09T18:00Z XXX followers, 3049 engagements
"The cadence of $SRAD 2026 consensus earnings just follows normal seasonality but in actuality there is a World Cup in Juen and July such that they'll smash 2Q and 3Q top line"
X Link @sadandlonely_69 2025-10-09T19:27Z XXX followers, XXX engagements
"Starting to kick the tires on $HUN. 4Q and 1Q are going to be very rough and rougher than cons. Div will get cut. But tariffs are supporting MDI px housing is clearly the admin's newest policy focus rate cuts will start to stimulate construction and maturity wall very far away"
X Link @sadandlonely_69 2025-10-13T13:44Z XXX followers, XXX engagements
"If you dont find it hilarious that the fintwit favorite special situations thesis around a California offshore oil producer (somehow getting Phil Mickelson involved) is getting BLITZED then we cant be friends $SOC"
X Link @sadandlonely_69 2025-10-14T23:15Z XXX followers, 2049 engagements
"On $DLTR strong guidance & outlook a friendly reminder that sell side still capitalizes historically trough $DG EBITDA margins for essentially forever"
X Link @sadandlonely_69 2025-10-15T15:09Z XXX followers, XXX engagements
"Holding off on $HUN for now. Just don't want to buy into div cut and thinking winter could get just plain atrocious with how the construction & general durables markets are right now"
X Link @sadandlonely_69 2025-10-15T20:11Z XXX followers, XXX engagements
"It's not clear to me at all that $SRAD is a huge loser from prediction markets. In a 2024 podcast their chief of strategy is talking about how their tech investments could help break the $DKNG duopoly. Albeit they probably didn't envision the new competitor being Kalshi"
X Link @sadandlonely_69 2025-10-16T14:07Z XXX followers, XXX engagements
"@JerryCap The CRE market is definitively starting to open up. Meanwhile the expected lifespan of the existing fleet is exploding as $BA and $AIR give up on even pretending to have a new plane before 2040. $CSGP $TDG"
X Link @sadandlonely_69 2025-10-16T14:11Z XXX followers, 1332 engagements
"$CLF pivoting into rare earths is a very nice little way to short the theme. A great example of how the equity market will provide more and more supply until the theme gets diluted. Meanwhile will never matter to functional numbers and the legacy biz + mkt cap makes it less squeezy"
X Link @sadandlonely_69 2025-10-20T20:26Z XXX followers, XXX engagements
"@kingdomcapadv Serious answer: Many value investors and value investor heroes had their positive early career formative experiences when the value factor was crushing it after dot com burst. At the same time oil companies were crushing it due to the unrelated rise of China"
X Link @sadandlonely_69 2025-10-20T23:05Z XXX followers, XXX engagements
"@Mr_Neutral_Man $VNO is arguably easier & better here on a risk reward basis than back in XX. You can literally just go to PENN and see the vision has worked. Its already attracting top tier finance and corporates"
X Link @sadandlonely_69 2025-10-21T18:29Z XXX followers, XXX engagements
"The $RTX defense Book to Bills are ridiculous and given their alignment in missiles & radar that can continue. Meanwhile it's all clear in P&W and the value of the existing AM & OE programs is exploding as $BA & $AIR give up on even pretending to have a new plane before 2040"
X Link @sadandlonely_69 2025-10-21T22:30Z XXX followers, XXX engagements
/creator/x::sadandlonely_69