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# ![@tierrapartners Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::467790249.png) @tierrapartners Tierra Partners

Tierra Partners posts on X about $len, $dhi, $shw, $hd the most. They currently have XXXXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.

### Engagements: XXX [#](/creator/twitter::467790249/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::467790249/c:line/m:interactions.svg)

- X Week XXXXX -XX%
- X Month XXXXXX +88%
- X Months XXXXXXX +39%
- X Year XXXXXXX +64%

### Mentions: XX [#](/creator/twitter::467790249/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::467790249/c:line/m:posts_active.svg)

- X Week XX -XXXX%
- X Month XXX +30%
- X Months XXX +37%
- X Year XXX +111%

### Followers: XXXXX [#](/creator/twitter::467790249/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::467790249/c:line/m:followers.svg)

- X Week XXXXX -XXXX%
- X Month XXXXX +0.84%
- X Months XXXXX +6.30%
- X Year XXXXX +7.30%

### CreatorRank: XXXXXXXXX [#](/creator/twitter::467790249/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::467790249/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::467790249/influence)
---

**Social category influence**
[stocks](/list/stocks)  XXXXX% [finance](/list/finance)  XXXX% [countries](/list/countries)  XXXX% [technology brands](/list/technology-brands)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX%

**Social topic influence**
[$len](/topic/$len) #14, [$dhi](/topic/$dhi) #4, [$shw](/topic/$shw) #107, [$hd](/topic/$hd) #332, [$low](/topic/$low) #23, [$podd](/topic/$podd) #10, [6969](/topic/6969) 1.33%, [surfing](/topic/surfing) 1.33%, [stocks](/topic/stocks) 1.33%, [diving](/topic/diving) XXXX%

**Top accounts mentioned or mentioned by**
[@mattscottcap](/creator/undefined) [@bensonhenserson](/creator/undefined) [@darvasboxai](/creator/undefined) [@cmo040958](/creator/undefined) [@17catspaw](/creator/undefined) [@xlf_beta_boy](/creator/undefined) [@maxthecomrade](/creator/undefined) [@markets](/creator/undefined) [@azlandinvestor](/creator/undefined) [@vrntperception](/creator/undefined) [@residentialclub](/creator/undefined) [@newslambert](/creator/undefined) [@mortgagetruth](/creator/undefined) [@housingalex](/creator/undefined) [@hohmanfinance](/creator/undefined) [@sactogeoff](/creator/undefined) [@fundandtechy](/creator/undefined) [@totemmacro](/creator/undefined) [@xlfbetaboy](/creator/undefined) [@alphasenseinc](/creator/undefined)

**Top assets mentioned**
[Lennar Corporation (LEN)](/topic/$len) [D R Horton Inc (DHI)](/topic/$dhi) [Sherwin-Williams Co (SHW)](/topic/$shw) [Home Depot, Inc. (HD)](/topic/$hd) [Lowes Companies Inc (LOW)](/topic/$low) [Insulet, Corp. (PODD)](/topic/$podd) [Micron Technology, Inc. (MU)](/topic/$mu) [Medicalchain (MTN)](/topic/$mtn) [Fair Isaac, Corp. (FICO)](/topic/$fico) [Effect.AI (EFX)](/topic/$efx)
### Top Social Posts [#](/creator/twitter::467790249/posts)
---
Top posts by engagements in the last XX hours

"The laggard of the four horsemen $LEN bounced nicely off the 200sma and now just surfing underneath the 50sma. Probably pops up & over to welcome 4Q"  
[X Link](https://x.com/tierrapartners/status/1973084225856303579) [@tierrapartners](/creator/x/tierrapartners) 2025-09-30T17:55Z 3980 followers, XXX engagements


"$LEN short interest at a 6yr high"  
[X Link](https://x.com/tierrapartners/status/1975951334445879677) [@tierrapartners](/creator/x/tierrapartners) 2025-10-08T15:48Z 3980 followers, XXX engagements


"My man says $LEN will trade at 0.4x sales"  
[X Link](https://x.com/tierrapartners/status/1975966548402782661) [@tierrapartners](/creator/x/tierrapartners) 2025-10-08T16:48Z 3980 followers, 1294 engagements


"$SHW lagging $HD $LOW but now catching up as home improvement stocks clearly retested their 200sma and go higher"  
[X Link](https://x.com/tierrapartners/status/1980662978161852803) [@tierrapartners](/creator/x/tierrapartners) 2025-10-21T15:50Z 3980 followers, XXX engagements


"Heckuva candle today $PODD It looked like it was cliff diving to oblivion this morning"  
[X Link](https://x.com/tierrapartners/status/1973457662798184530) [@tierrapartners](/creator/x/tierrapartners) 2025-10-01T18:39Z 3980 followers, XXX engagements


"$HD $SHW $LOW are almost XX% of $ITB"  
[X Link](https://x.com/tierrapartners/status/1973478051427262573) [@tierrapartners](/creator/x/tierrapartners) 2025-10-01T20:00Z 3980 followers, XXX engagements


"BlueOrca's entire bull thesis for EOFlow was this IP lawsuit that ultimately was rejected. Ironically EOFlow couldn't even cough up a nominal bond to proceed. Meanwhile EOFlow is dead in the water & $PODD +100%. Be careful what you take seriously on the intertubes"  
[X Link](https://x.com/tierrapartners/status/1974088043410960692) [@tierrapartners](/creator/x/tierrapartners) 2025-10-03T12:24Z 3980 followers, XXX engagements


"$DHI traded like it had a big block waiting for the close kind of day"  
[X Link](https://x.com/tierrapartners/status/1975652899452821671) [@tierrapartners](/creator/x/tierrapartners) 2025-10-07T20:02Z 3979 followers, XXX engagements


"New Home Sales are +6.5% and +5.4% in the Dallas and Houston markets. New home sales are running +80% vs 2019. Same for SF permits and multifam. h/t @NewsLambert"  
[X Link](https://x.com/tierrapartners/status/1978087707118076036) [@tierrapartners](/creator/x/tierrapartners) 2025-10-14T13:17Z 3977 followers, XXX engagements


"$HD bouncing off the 200sma $LOW just under $SHW sells a lot of paint & has a crazy valuation"  
[X Link](https://x.com/tierrapartners/status/1978101581988937744) [@tierrapartners](/creator/x/tierrapartners) 2025-10-14T14:12Z 3980 followers, XXX engagements


"@housing_alex Softening labor has been play since last spring. $DHI comments from last Q"  
[X Link](https://x.com/tierrapartners/status/1978865868474908996) [@tierrapartners](/creator/x/tierrapartners) 2025-10-16T16:49Z 3979 followers, XX engagements


"@DarvasBoxAI Tbh $ASML has a very long tail with maintenance. The machines require constant repair which is as complicated as the initial assembly. I love that China broke their own stuff by trying to reverse engineer"  
[X Link](https://x.com/tierrapartners/status/1980049430645485904) [@tierrapartners](/creator/x/tierrapartners) 2025-10-19T23:12Z 3979 followers, XXX engagements


"Focusing on the coming wave of on-device inference allows one to not get dragged into the AI semi debate especially inveedia"  
[X Link](https://x.com/tierrapartners/status/1980336518574342324) [@tierrapartners](/creator/x/tierrapartners) 2025-10-20T18:13Z 3980 followers, XXX engagements


"also $MU +100% this year"  
[X Link](https://x.com/tierrapartners/status/1980336602133196835) [@tierrapartners](/creator/x/tierrapartners) 2025-10-20T18:13Z 3980 followers, XXX engagements


"I asked @AlphaSenseInc GenAI to estimate $HON's post spin-off valuation estimate & cite comparables. I then asked it to ignore Elliott's letter & rely on comps only; it came up with at least XX% value created from Aersopace alone"  
[X Link](https://x.com/tierrapartners/status/1968765776380207213) [@tierrapartners](/creator/x/tierrapartners) 2025-09-18T19:55Z 3980 followers, 4183 engagements


"$DHI is outperforming $LEN because theyve managed the business better over the last few years"  
[X Link](https://x.com/tierrapartners/status/1971904737881759746) [@tierrapartners](/creator/x/tierrapartners) 2025-09-27T11:48Z 3980 followers, 1668 engagements


"$MTN 1) eliminate the divvy 2) spin out non-mountain ops or better sell it to a SV REIT start-up ex-developable land reserves 3) bring in a new c-suite & 4) get back to basics by investing in mountain ops. The model worked while they were in acquisition mode. But that's over"  
[X Link](https://x.com/tierrapartners/status/1973020665935527984) [@tierrapartners](/creator/x/tierrapartners) 2025-09-30T13:42Z 3980 followers, 1020 engagements


"@mattscottcap Why are there no updates on your $LEN short"  
[X Link](https://x.com/tierrapartners/status/1975186976736174171) [@tierrapartners](/creator/x/tierrapartners) 2025-10-06T13:10Z 3980 followers, XXX engagements


"$DHI one can reasonably argue what a decent forward multiple should be but these guys have managed the last three years spectacularly. And they've demonstrated they will buy shares when price gets irrationally low"  
[X Link](https://x.com/tierrapartners/status/1975528499344551937) [@tierrapartners](/creator/x/tierrapartners) 2025-10-07T11:47Z 3980 followers, 1367 engagements


"Shot Chaser $FICO"  
[X Link](https://x.com/tierrapartners/status/1975661844703355188) [@tierrapartners](/creator/x/tierrapartners) 2025-10-07T20:37Z 3980 followers, XXX engagements


"After all that $LEN goes green"  
[X Link](https://x.com/tierrapartners/status/1978895161162694775) [@tierrapartners](/creator/x/tierrapartners) 2025-10-16T18:45Z 3980 followers, XXX engagements


"2yr high in short interest against $DHI vacuuming up its shares at the fastest pace post-GFC"  
[X Link](https://x.com/tierrapartners/status/1980696560657920044) [@tierrapartners](/creator/x/tierrapartners) 2025-10-21T18:03Z 3980 followers, XXX engagements


"One could also argue that MBA is talking their book to create a sense of urgency to act on any sign of dropping rates"  
[X Link](https://x.com/tierrapartners/status/1980976156049297747) [@tierrapartners](/creator/x/tierrapartners) 2025-10-22T12:34Z 3980 followers, XXX engagements


"@cmo040958 Am not a huge fan of $LEN but I think it's a must own"  
[X Link](https://x.com/tierrapartners/status/1981026249456705795) [@tierrapartners](/creator/x/tierrapartners) 2025-10-22T15:53Z 3980 followers, XX engagements

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@tierrapartners Avatar @tierrapartners Tierra Partners

Tierra Partners posts on X about $len, $dhi, $shw, $hd the most. They currently have XXXXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.

Engagements: XXX #

Engagements Line Chart

  • X Week XXXXX -XX%
  • X Month XXXXXX +88%
  • X Months XXXXXXX +39%
  • X Year XXXXXXX +64%

Mentions: XX #

Mentions Line Chart

  • X Week XX -XXXX%
  • X Month XXX +30%
  • X Months XXX +37%
  • X Year XXX +111%

Followers: XXXXX #

Followers Line Chart

  • X Week XXXXX -XXXX%
  • X Month XXXXX +0.84%
  • X Months XXXXX +6.30%
  • X Year XXXXX +7.30%

CreatorRank: XXXXXXXXX #

CreatorRank Line Chart

Social Influence #


Social category influence stocks XXXXX% finance XXXX% countries XXXX% technology brands XXXX% cryptocurrencies XXXX%

Social topic influence $len #14, $dhi #4, $shw #107, $hd #332, $low #23, $podd #10, 6969 1.33%, surfing 1.33%, stocks 1.33%, diving XXXX%

Top accounts mentioned or mentioned by @mattscottcap @bensonhenserson @darvasboxai @cmo040958 @17catspaw @xlf_beta_boy @maxthecomrade @markets @azlandinvestor @vrntperception @residentialclub @newslambert @mortgagetruth @housingalex @hohmanfinance @sactogeoff @fundandtechy @totemmacro @xlfbetaboy @alphasenseinc

Top assets mentioned Lennar Corporation (LEN) D R Horton Inc (DHI) Sherwin-Williams Co (SHW) Home Depot, Inc. (HD) Lowes Companies Inc (LOW) Insulet, Corp. (PODD) Micron Technology, Inc. (MU) Medicalchain (MTN) Fair Isaac, Corp. (FICO) Effect.AI (EFX)

Top Social Posts #


Top posts by engagements in the last XX hours

"The laggard of the four horsemen $LEN bounced nicely off the 200sma and now just surfing underneath the 50sma. Probably pops up & over to welcome 4Q"
X Link @tierrapartners 2025-09-30T17:55Z 3980 followers, XXX engagements

"$LEN short interest at a 6yr high"
X Link @tierrapartners 2025-10-08T15:48Z 3980 followers, XXX engagements

"My man says $LEN will trade at 0.4x sales"
X Link @tierrapartners 2025-10-08T16:48Z 3980 followers, 1294 engagements

"$SHW lagging $HD $LOW but now catching up as home improvement stocks clearly retested their 200sma and go higher"
X Link @tierrapartners 2025-10-21T15:50Z 3980 followers, XXX engagements

"Heckuva candle today $PODD It looked like it was cliff diving to oblivion this morning"
X Link @tierrapartners 2025-10-01T18:39Z 3980 followers, XXX engagements

"$HD $SHW $LOW are almost XX% of $ITB"
X Link @tierrapartners 2025-10-01T20:00Z 3980 followers, XXX engagements

"BlueOrca's entire bull thesis for EOFlow was this IP lawsuit that ultimately was rejected. Ironically EOFlow couldn't even cough up a nominal bond to proceed. Meanwhile EOFlow is dead in the water & $PODD +100%. Be careful what you take seriously on the intertubes"
X Link @tierrapartners 2025-10-03T12:24Z 3980 followers, XXX engagements

"$DHI traded like it had a big block waiting for the close kind of day"
X Link @tierrapartners 2025-10-07T20:02Z 3979 followers, XXX engagements

"New Home Sales are +6.5% and +5.4% in the Dallas and Houston markets. New home sales are running +80% vs 2019. Same for SF permits and multifam. h/t @NewsLambert"
X Link @tierrapartners 2025-10-14T13:17Z 3977 followers, XXX engagements

"$HD bouncing off the 200sma $LOW just under $SHW sells a lot of paint & has a crazy valuation"
X Link @tierrapartners 2025-10-14T14:12Z 3980 followers, XXX engagements

"@housing_alex Softening labor has been play since last spring. $DHI comments from last Q"
X Link @tierrapartners 2025-10-16T16:49Z 3979 followers, XX engagements

"@DarvasBoxAI Tbh $ASML has a very long tail with maintenance. The machines require constant repair which is as complicated as the initial assembly. I love that China broke their own stuff by trying to reverse engineer"
X Link @tierrapartners 2025-10-19T23:12Z 3979 followers, XXX engagements

"Focusing on the coming wave of on-device inference allows one to not get dragged into the AI semi debate especially inveedia"
X Link @tierrapartners 2025-10-20T18:13Z 3980 followers, XXX engagements

"also $MU +100% this year"
X Link @tierrapartners 2025-10-20T18:13Z 3980 followers, XXX engagements

"I asked @AlphaSenseInc GenAI to estimate $HON's post spin-off valuation estimate & cite comparables. I then asked it to ignore Elliott's letter & rely on comps only; it came up with at least XX% value created from Aersopace alone"
X Link @tierrapartners 2025-09-18T19:55Z 3980 followers, 4183 engagements

"$DHI is outperforming $LEN because theyve managed the business better over the last few years"
X Link @tierrapartners 2025-09-27T11:48Z 3980 followers, 1668 engagements

"$MTN 1) eliminate the divvy 2) spin out non-mountain ops or better sell it to a SV REIT start-up ex-developable land reserves 3) bring in a new c-suite & 4) get back to basics by investing in mountain ops. The model worked while they were in acquisition mode. But that's over"
X Link @tierrapartners 2025-09-30T13:42Z 3980 followers, 1020 engagements

"@mattscottcap Why are there no updates on your $LEN short"
X Link @tierrapartners 2025-10-06T13:10Z 3980 followers, XXX engagements

"$DHI one can reasonably argue what a decent forward multiple should be but these guys have managed the last three years spectacularly. And they've demonstrated they will buy shares when price gets irrationally low"
X Link @tierrapartners 2025-10-07T11:47Z 3980 followers, 1367 engagements

"Shot Chaser $FICO"
X Link @tierrapartners 2025-10-07T20:37Z 3980 followers, XXX engagements

"After all that $LEN goes green"
X Link @tierrapartners 2025-10-16T18:45Z 3980 followers, XXX engagements

"2yr high in short interest against $DHI vacuuming up its shares at the fastest pace post-GFC"
X Link @tierrapartners 2025-10-21T18:03Z 3980 followers, XXX engagements

"One could also argue that MBA is talking their book to create a sense of urgency to act on any sign of dropping rates"
X Link @tierrapartners 2025-10-22T12:34Z 3980 followers, XXX engagements

"@cmo040958 Am not a huge fan of $LEN but I think it's a must own"
X Link @tierrapartners 2025-10-22T15:53Z 3980 followers, XX engagements

creator/x::tierrapartners
/creator/x::tierrapartners