# ![@tonycfa Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::50361069.png) @tonycfa AnthonyCFA

AnthonyCFA posts on X about mlb, $spy, $es, target the most. They currently have [------] followers and [----] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::50361069/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::50361069/c:line/m:interactions.svg)

- [--] Week [-----] +12%
- [--] Month [------] +38%
- [--] Months [------] -0.30%
- [--] Year [-------] +0.06%

### Mentions: [--] [#](/creator/twitter::50361069/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::50361069/c:line/m:posts_active.svg)

- [--] Month [--] -51%
- [--] Months [---] +6.80%
- [--] Year [---] +3.60%

### Followers: [------] [#](/creator/twitter::50361069/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::50361069/c:line/m:followers.svg)

- [--] Week [------] +0.06%
- [--] Month [------] +0.15%
- [--] Months [------] +1.10%
- [--] Year [------] +3.70%

### CreatorRank: [---------] [#](/creator/twitter::50361069/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::50361069/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  [finance](/list/finance)  [mlb](/list/mlb)  [cryptocurrencies](/list/cryptocurrencies)  [countries](/list/countries)  [ncaa football](/list/ncaa-football)  [nfl](/list/nfl)  [technology brands](/list/technology-brands)  [currencies](/list/currencies)  [ncaa basketball](/list/ncaa-basketball) 

**Social topic influence**
[mlb](/topic/mlb), [$spy](/topic/$spy) #1525, [$es](/topic/$es), [target](/topic/target), [postseason](/topic/postseason), [$qqq](/topic/$qqq), [$bp](/topic/$bp), [$spx](/topic/$spx), [$clf](/topic/$clf) #67, [spx](/topic/spx)

**Top accounts mentioned or mentioned by**
[@tbtimesrays](/creator/undefined) [@zerohedge](/creator/undefined) [@claytravis](/creator/undefined) [@mlbnetwork](/creator/undefined) [@cfbplayoff](/creator/undefined) [@golfchannel](/creator/undefined) [@espncfb](/creator/undefined) [@lasvegaslocally](/creator/undefined) [@bloombergtv](/creator/undefined) [@raysbaseball](/creator/undefined) [@rogerfederer](/creator/undefined) [@johnson95625](/creator/undefined) [@nfl](/creator/undefined) [@953wdae](/creator/undefined) [@espn](/creator/undefined) [@raysradio](/creator/undefined) [@secnetwork](/creator/undefined) [@stanford](/creator/undefined) [@mlbonfax](/creator/undefined) [@willowtv](/creator/undefined)

**Top assets mentioned**
[SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [Eclipse (ES)](/topic/$es) [BP p.l.c. (BP)](/topic/$bp) [SPX6900 (SPX)](/topic/$spx) [Cleveland-Cliffs, Inc. (CLF)](/topic/$clf) [Sealed Air Corp (SEE)](/topic/$see) [Adient plc Ordinary Shares (ADNT)](/topic/$adnt) [Axelar (AXL)](/topic/$axl) [Magna International (MGA)](/topic/$mga) [Flare (FLR)](/topic/$flr) [J M Smucker Co (SJM)](/topic/$sjm) [Hudbay Minerals Inc. (HBM)](/topic/$hbm) [Story (IP)](/topic/$ip) [Phillips [--] (PSX)](/topic/$psx) [GateToken (GT)](/topic/$gt) [Dow Inc (DOW)](/topic/$dow) [DENTSPLY SIRONA Inc (XRAY)](/topic/$xray) [Evergy Inc (EVRG)](/topic/$evrg) [Spacemesh (SMH)](/topic/$smh) [Devon Energy Corp (DVN)](/topic/$dvn) [Noble Corporation (NE)](/topic/$ne) [Exxon Mobil (XOM)](/topic/$xom) [PVH Corp (PVH)](/topic/$pvh) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Convex Finance (CVX)](/topic/$cvx) [TEGNA Inc. (TGNA)](/topic/$tgna) [Celanese Corporation (CE)](/topic/$ce) [Calcium (CAL)](/topic/$cal) [Paramount Global (PARA)](/topic/$para) [Lear Corporation (LEA)](/topic/$lea) [BorgWarner Inc. (BWA)](/topic/$bwa) [Regeneron Pharmaceuticals Inc (REGN)](/topic/$regn) [Target Corporation (TGT)](/topic/$tgt) [Valero Energy Corporation (VLO)](/topic/$vlo) [QuidelOrtho Corporation Common Stock (QDEL)](/topic/$qdel) [SPDR GOLD ETF (GLD)](/topic/$gld) [Vistra, Corp. (VST)](/topic/$vst) [AdvanSix Inc. (ASIX)](/topic/$asix) [Onewater Marine, Inc. (ONEW)](/topic/$onew) [Vixco (VIX)](/topic/$vix) [Morgan Stanley (MS)](/topic/morgan-stanley) [Kinross Gold Corporation (KGC)](/topic/$kgc) [Stanley Black & Decker, Inc. (SWK)](/topic/$swk) [Intel Corporation (INTC)](/topic/$intc) [VinuChain (VC)](/topic/$vc)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$12Bln to our great big beautiful farmers. Lifting production regs on farm equipment manufacturers $DE $CNH to lower tractor costs. Hows this bearish for the US Farm Econ Doesnt $ASIX operate the largest ammonium sulfate fertilizer facility in NAmer market #OATT #CORN"  
[X Link](https://x.com/tonycfa/status/1998119957125583095)  2025-12-08T19:58Z 14.5K followers, [---] engagements


"$IP *International Paper Could Unbox a Pleasant Surprise For Investors* -WSJ E-commerce sales have grown to 15.4% of total retail sales vs 11.4% in Q4 of [----] before the pandemic; suggesting a long term behavior shift has taken hold among consumers. https://www.wsj.com/finance/stocks/international-paper-could-unbox-a-pleasant-surprise-for-investors-cc2debb0 https://www.wsj.com/finance/stocks/international-paper-could-unbox-a-pleasant-surprise-for-investors-cc2debb0"  
[X Link](https://x.com/tonycfa/status/1697613310521209000)  2023-09-01T14:12Z 14.5K followers, [---] engagements


"$IP *International Paper Upgraded To Buy at Truist* Firm increasing EPS ests and price targets on producers on positive container board inflection point. Sees better demand on end of de-stocking period. Sees return of solid LT demand on the horizon. Sets $43 target price"  
[X Link](https://x.com/tonycfa/status/1704841712907018442)  2023-09-21T12:55Z 14.5K followers, [---] engagements


"$XLU free fall continues. These utilities act worse than a [--] year bond"  
[X Link](https://x.com/tonycfa/status/1708880825830330506)  2023-10-02T16:25Z 14.5K followers, [---] engagements


"While Utilities are being sold at a record pace as they are lumped into simple bond equivalents; the difference is that a bond coupon is fixed. Over time by contrast the earnings and dividends of utilities (ie their coupon) should generally increase. $XLU"  
[X Link](https://x.com/tonycfa/status/1709246411999416783)  2023-10-03T16:37Z 14.5K followers, [---] engagements


"$MTRX These engineering & construction Co's are quarterly mine fields bc often short term (90 day) rev/exp don't match up with long term projects or new project start dates. Nonetheless MTRX soaring backlog sees strong utility & power infrastructure activity & Co has no debt"  
[X Link](https://x.com/tonycfa/status/1788568186717106243)  2024-05-09T13:54Z 14.5K followers, [---] engagements


"27M shrs @ $10 = $270M Less $70M cash = $200M EV versus a $1.45Bln (and growing) backlog with exposure to electric grid and energy buildout. $MTRX"  
[X Link](https://x.com/tonycfa/status/1788580216509509833)  2024-05-09T14:42Z 14.5K followers, [---] engagements


"@variantview_X It's lumpy bc lot of backlog just starting or yet to start. But $1.45Bln backlog vs only $200M EV seem like decent odds"  
[X Link](https://x.com/tonycfa/status/1788580820078256385)  2024-05-09T14:44Z 14.5K followers, [--] engagements


"$IP *International Paper Pullback Is Buying Opportunity* -Jefferies Says the recent $40 containerboard price increase is fundamental positive. Believes IP worth at least low 50's per share. Says Co could see buyers emerge for its cellulose division to boot"  
[X Link](https://x.com/tonycfa/status/1806335294381113758)  2024-06-27T14:34Z 14.5K followers, [---] engagements


"$IP *International Paper Upgraded to Buy At Seaport Research With $52 Price Target*"  
[X Link](https://x.com/tonycfa/status/1806677547041571229)  2024-06-28T13:14Z 14.5K followers, [---] engagements


"$IP *International Paper Price Target Lifted To $56 at RBC Capital* Firm says it's confidence in IP management's ability to improve performance and reduce operating costs driving better returns"  
[X Link](https://x.com/tonycfa/status/1816488593331790130)  2024-07-25T15:00Z 14.5K followers, [--] engagements


"$NEXN $TRMR *Nexxen Price Target Raised To $11 At RBC* Keeps shares at Outperform. Q2 was a solid inflection pt qtr with growing EBITDA & accelerating guidance for 2-H. Sees positive new technologies CTV momentum and data licensing deals along with strong political ad spend"  
[X Link](https://x.com/tonycfa/status/1826972356775989377)  2024-08-23T13:18Z 14.5K followers, [---] engagements


"$MDYV $VBR $DFAT $IWM $RTY_F Kind of amazing individual moves today given rate cuts were already on the table.but heck we'll take it Will be interesting to see if the long down and dormant #LUMBER names can wake up to boot. Just sitting on our $IFP.TO $IFSPF"  
[X Link](https://x.com/tonycfa/status/1827085858312450522)  2024-08-23T20:49Z 14.5K followers, [---] engagements


"$SPY $QQQ $ES $NQ_F #Nikkei 😳 *Japan's Nikkei Index Soars On Trade Delegation Washington Meeting* WowZa #7203JP up almost 8% 😲"  
[X Link](https://x.com/tonycfa/status/1909425944718090605)  2025-04-08T01:59Z 14.5K followers, [---] engagements


"@PGAChampionship Got Rose to win lotto tix. Got few Top [--] finishes. Fleetwood Niklas Norgaard Corey Conners Also have Kevin Yu for top 20"  
[X Link](https://x.com/tonycfa/status/1922876928563794150)  2025-05-15T04:49Z 14.5K followers, [---] engagements


"Trimmed couple names that became large % of port. Sold 1/3 of $PARR for $16/shr gain bc was becoming 4% position (which is big for us). Sold 40% of $ADNT for $3/shr gain bc was already large pos due to avg'ing dn from orig high opening cost. Brings back to normal size positions"  
[X Link](https://x.com/tonycfa/status/1940816718907297819)  2025-07-03T16:55Z 14.5K followers, [---] engagements


"Wheee #7267.T $HMC $NKD_F $ES"  
[X Link](https://x.com/tonycfa/status/1947858517135626679)  2025-07-23T03:17Z 14.5K followers, [---] engagements


"$CBK.DE Gawd. how'd everyone miss these European Banks 😤"  
[X Link](https://x.com/tonycfa/status/1952970995578618162)  2025-08-06T05:52Z 14.5K followers, [--] engagements


"$PRGO #InsiderBuying 👀 *Director Parker BUYS [----] Shares of Perrigo Co for $100497 PRGO* *CFO Bezerra BUYS [----] Shares of Perrigo Co for $68207 PRGO*"  
[X Link](https://x.com/tonycfa/status/1957825734170309026)  2025-08-19T15:23Z 14.5K followers, [---] engagements


"Read thr $MTRX qtr. To say E&C companies are lumpy is quite the understatement. Street disappointed in commentary more than results imo. At what pt do folks ask if the big infrastructure spend is a profitless boom Would still think Co well positioned. Just sitting on my hands"  
[X Link](https://x.com/tonycfa/status/1965781882031026355)  2025-09-10T14:18Z 14.5K followers, [---] engagements


"$MTRX *DA Davidson Lowers Price Target on Matrix To $17 From $18 Keeps Shares BUY Rated* Says road to profitability has been bumpy but sees the Co's net cash producing revenue volumes increasing along with future bookings around the power development markets as positives"  
[X Link](https://x.com/tonycfa/status/1966116329532088753)  2025-09-11T12:27Z 14.5K followers, [---] engagements


"$MGA $XPEV *Magna Awarded Vehicle Assembly Business With XPeng* XPeng has joined forces with Magna for the assembly of two new models for the European market. Magna will begin production of the new vehicles in Q3 marking the start of a long-term collaboration for future models"  
[X Link](https://x.com/tonycfa/status/1967565791894941867)  2025-09-15T12:26Z 14.5K followers, [---] engagements


"$MTRX #InsiderBuying #OOTT #LNG *Director Chandler BUYS [----] Shares Of Matrix Service Co For $29313 MTRX*"  
[X Link](https://x.com/tonycfa/status/1968645538531721366)  2025-09-18T11:57Z 14.5K followers, [---] engagements


"$ADNT *Adient Upgraded To OVERWEIGHT at Wells Fargo* Says ADNT to benefit from specific NAmer production volumes given its positive NAmer footprint. Sees strong transplant relationships-namely with Toyota adding to bull case. Sees pos growth & margin expansion ahead. $31 target"  
[X Link](https://x.com/tonycfa/status/1971213907449815477)  2025-09-25T14:03Z 14.5K followers, [---] engagements


"$ADNT *Adient Initiated With BUY at Freedom Capital* Sees ADNT's revenue growth accelerating with increased exposure to Chinese market. Says ADNT's operating margin could increase meaningfully. Sets $33 target px"  
[X Link](https://x.com/tonycfa/status/1973386163646808137)  2025-10-01T13:54Z 14.5K followers, [--] engagements


"$MGA $ADNT $AXL $LEA $BWA $VC $APTV $GM Good news for OEM part suppliers: *US Nears Tariff Relief for Auto Industry* The Commerce Dept is slated to announce a 5yr extension for an arrangement that allows automakers to reduce what they pay in tariffs on imported car parts. -BBG"  
[X Link](https://x.com/tonycfa/status/1979162588303827091)  2025-10-17T12:28Z 14.5K followers, [---] engagements


"$F $AXL $MGA $BWA $ADNT $LEA *Ford Profit More Than Doubles On Strong SUV Pickup Demand* *Ford Q3 Rev Exceeded $50 Billion Setting Record* *Ford U.S. Sales Rose 8% YoY* *Ford Reduction in Fed Emissions Regs Driving Large Vehicle Rev Opportunity* *F Looks To Add U.S. Workers*"  
[X Link](https://x.com/tonycfa/status/1981703275570467125)  2025-10-24T12:44Z 14.5K followers, [---] engagements


"$MGA *JPMorgan Lifts Magna Price Target to $57* Keeps Magna shares OVERWEIGHT rated and raises their EPS estimates. Raises target price to $57. MGA"  
[X Link](https://x.com/tonycfa/status/1985349400051261657)  2025-11-03T14:12Z 14.5K followers, [---] engagements


"$XLE $NG_F #Electricity #AI #WX #DataCenters *US Faces Winter Blackout Risks From Data Centers' Power Needs* -Bloomberg Power consumption has grown [--] gigawatts from the previous winter the North American Electric Reliability Corp said Tuesday https://www.bloomberg.com/news/articles/2025-11-18/us-faces-winter-blackout-risks-from-data-centers-power-needs https://www.bloomberg.com/news/articles/2025-11-18/us-faces-winter-blackout-risks-from-data-centers-power-needs"  
[X Link](https://x.com/tonycfa/status/1990883278912455136)  2025-11-18T20:42Z 14.5K followers, [---] engagements


"$ONEW #InsiderBuying *Chairman Singleton BUYS [-----] Shares Of OneWater Marine For $495263 ONEW*"  
[X Link](https://x.com/tonycfa/status/1993682807386739004)  2025-11-26T14:06Z 14.5K followers, [---] engagements


"$REGN *BofA Double Upgrades Regeneron to BUY; Lifts Price Target to $860 From $627* Says much more bullish now on Eylea HDs position given multiple label updates. Sees meaningfully higher ests than St. consensus. Also sees further upside from Dupixent and Cos pipeline in 2026"  
[X Link](https://x.com/tonycfa/status/2008906307827281958)  2026-01-07T14:19Z 14.5K followers, [---] engagements


"$ADNT *Wells Fargo Lifts Adient Price Target to $29* Keeps shares OVERWEIGHT rated. Sees relatively solid results from the traditional OEM sector"  
[X Link](https://x.com/tonycfa/status/2010714476631281827)  2026-01-12T14:04Z 14.5K followers, [--] engagements


"$ADNT *Adient Upgraded to BUY at UBS* Sets $30 target. Notes ADNT is trading at only 4Xs fwd 12mo EV/EBITDA near the stockss low end valuation creating pos risk/reward. Sees near term catalyst of Co likely raising FY26 guidance. Sees ADNT as potential U.S. onshoring winner"  
[X Link](https://x.com/tonycfa/status/2011443772190757245)  2026-01-14T14:22Z 14.5K followers, [--] engagements


"#MLB ⚾ #LADodgers The Dodgers are ruining baseball *Dodgers Sign Star Outfielder Kyle Tucker to $240M Contract*"  
[X Link](https://x.com/tonycfa/status/2012186063998230628)  2026-01-16T15:31Z 14.5K followers, [---] engagements


"The Dodgers now have eight players on the 25-man roster with contracts worth $100 million or more. #MLB ⚾ #LADodgers 😳"  
[X Link](https://x.com/tonycfa/status/2012206771771691478)  2026-01-16T16:54Z 14.5K followers, [--] engagements


"$GT *Deutsche Bank Lifts Goodyear Tire Price Target to $12* Keeps BUY rating on GT shares"  
[X Link](https://x.com/tonycfa/status/2014339852334977499)  2026-01-22T14:10Z 14.5K followers, [--] engagements


"$FCX $HBM $SCCO $ERO $CPER *Freeport-McMoRan Says Future For Copper Remains Bright* * Freeport-McMoRan Sees Favorable Market Fundamentals For Copper*"  
[X Link](https://x.com/tonycfa/status/2014374569297993873)  2026-01-22T16:28Z 14.5K followers, [---] engagements


"$TGT *Wolfe Research Upgrades Target to Peer Perform from Underperform on Strong Real Estate Backing* Says TGT shrs offer wide margin of safety despite earnings given Co owned Real Estate makes up 70%-75% of TGTs total enterprise value. Also sees signs of underlying biz upturn"  
[X Link](https://x.com/tonycfa/status/2016137702718967858)  2026-01-27T13:14Z 14.5K followers, [--] engagements


"$SPX $SPY $IWM $RTY_F $QQQ *U.S. Economy May Be Experiencing Step Up in Potential Growth World Bank Says* -WSJ The U.S. economy may be experiencing a sustained increase in its potential growth rate https://www.wsj.com/economy/u-s-economy-may-be-experiencing-step-up-in-potential-growth-world-bank-says-ba9e22dest=FyWgFL&reflink=article_copyURL_share https://www.wsj.com/economy/u-s-economy-may-be-experiencing-step-up-in-potential-growth-world-bank-says-ba9e22dest=FyWgFL&reflink=article_copyURL_share"  
[X Link](https://x.com/tonycfa/status/2016173150036185247)  2026-01-27T15:35Z 14.5K followers, [---] engagements


"$NG_F #NatGas $BOIL $UNG #OOTT cry me a river 😝 *Algo Money Managers Were Burned by Historic Natural Gas Price Surge* -Bloomberg Many CTA Algo Firms Entered the Weekend before the historic price rise struck as 100% Short https://www.bloomberg.com/news/articles/2026-01-28/algo-traders-were-burned-by-historic-natural-gas-price-surge https://www.bloomberg.com/news/articles/2026-01-28/algo-traders-were-burned-by-historic-natural-gas-price-surge"  
[X Link](https://x.com/tonycfa/status/2016603886593650868)  2026-01-28T20:06Z 14.5K followers, [---] engagements


"Folks always bust on LeBron but I mean who sells it better than Victor Wembanyama❓ 😀 Guy is put on the charity strip time after time; no questions asked. #Spurs #Rockets #PorVida #AllFire #NBA 🏀 #ESPN"  
[X Link](https://x.com/tonycfa/status/2016733146251747393)  2026-01-29T04:40Z 14.5K followers, [---] engagements


"Behind but Im rooting for Houston to pull it out✊ #AllFire #Rockets #NBA 🏀 #ESPN"  
[X Link](https://x.com/tonycfa/status/2016734445496136126)  2026-01-29T04:45Z 14.5K followers, [---] engagements


"Not sure what folks were expecting from $DOW. Lowering OPEX continuing self help initiatives for cash prob close to EPS break even here. Overriding issue is global demand remains slow. Co still maintains a lot op operating leverage if cycle turns tho. Just sitting on our hands"  
[X Link](https://x.com/tonycfa/status/2016901735969640470)  2026-01-29T15:50Z 14.5K followers, [--] engagements


"#SuperBowl #SuperBowlLX #Seahawks #NEPats *Super Bowl Ticket Prices Are Second-Highest Ever at $8230 Each* -Bloomberg Ticket prices for the Super Bowl are the 2nd highest ever at avg of $8230 each vs $9800 record set in [----] when Kansas City faced San Francisco in Las Vegas"  
[X Link](https://x.com/tonycfa/status/2016984718277788084)  2026-01-29T21:20Z 14.5K followers, [---] engagements


"OMG🙌 WowZa 😲 Turn back the hands of time #Djokovic #AusOpen #ESPN *Novak Djokovic Upsets Jannik Sinner Will Face Carlos Alcaraz In Mens Final*"  
[X Link](https://x.com/tonycfa/status/2017245678582256014)  2026-01-30T14:37Z 14.5K followers, [---] engagements


"$AXL *American Axle Said To Hire Advisor To Explore Potential Sale* 'American Axle Is Exploring aSale' -Bloomberg News https://www.bloomberg.com/news/articles/2022-05-20/american-axle-is-said-to-hire-bankers-to-explore-potential-sale https://www.bloomberg.com/news/articles/2022-05-20/american-axle-is-said-to-hire-bankers-to-explore-potential-sale"  
[X Link](https://x.com/tonycfa/status/1527784520447139840)  2022-05-20T22:53Z 14.5K followers, [--] engagements


"$SMNEY $ENR.de $SIEGY *Siemens Energy Wins Largest Grid Connection Order To Date* *Siemens Energy Green Wind Power Project To Serve 1.8M People* *Siemens Energy To Install And Service Grid Connect System* *Siemens Energy Order Value Is In High Three-Digit Million Euro Range*"  
[X Link](https://x.com/tonycfa/status/1550153935381471232)  2022-07-21T16:21Z 14.5K followers, [--] engagements


"$AXL *American Axle Said To Have On Going Discussions* *Sources say American Axle has drawn interest from BorgWarner and Dana Corp*"  
[X Link](https://x.com/tonycfa/status/1588215729467363335)  2022-11-03T17:05Z 14.5K followers, [--] engagements


"$XLU green 👀 Interesting with $TLT at lows. Can find plenty of 5+% yields in the group at big discount to the market PE. Historically utilities sell at similar or higher PE than the overall market. Over time earnings & dividends will likely increase unlike a fixed bond coupon"  
[X Link](https://x.com/tonycfa/status/1717255584406270063)  2023-10-25T19:03Z 14.5K followers, [---] engagements


"$BHP $HG_F #COPPER $FCX $HBM $SCCO $ERO *BHP Mega Bid & $10000 Copper Expose Minings Biggest Problem* Production from existing mines is set to fall sharply in the coming years. Miners would need to spend more than $150Bln in order to meet supply needs https://www.bloomberg.com/news/articles/2024-04-28/bhp-mega-bid-and-10-000-copper-expose-mining-s-biggest-problem https://www.bloomberg.com/news/articles/2024-04-28/bhp-mega-bid-and-10-000-copper-expose-mining-s-biggest-problem"  
[X Link](https://x.com/tonycfa/status/1784730188170858617)  2024-04-28T23:43Z 14.5K followers, [---] engagements


"$IAG.L $DLAKY $DAL $RYAAY $AF.PA $UAL #Travel #Europe *British Airways Owner Says Summer Travel Demand Is Strong* https://www.bloomberg.com/news/articles/2024-05-10/british-airways-owner-says-summer-travel-demand-is-strong https://www.bloomberg.com/news/articles/2024-05-10/british-airways-owner-says-summer-travel-demand-is-strong"  
[X Link](https://x.com/tonycfa/status/1788859067315712281)  2024-05-10T09:10Z 14.5K followers, [---] engagements


"Added to $SEB so cost around [----]. Ok w/ overall market expensive-SEB beta coefficient [----]. EV now deeply below tan book alone. SEB holds vast network of operating assets (plus of 56% Butterball) w/ [----] book. Bresky family/others control 70% of shrs-but seem treat minority ok"  
[X Link](https://x.com/tonycfa/status/1864032660563034581)  2024-12-03T19:43Z 14.5K followers, [---] engagements


"$OIH #OOTT $SUBCY more #offshore consolidation. 👀 *Saipem And Subsea [--] Near Merger To Create [--] Billion Euro Energy Giant*"  
[X Link](https://x.com/tonycfa/status/1893820415027376429)  2025-02-24T00:29Z 14.5K followers, [---] engagements


"$ML.PA $MGDDY *Michelin Upgraded To BUY at HSBC With [--] Target Price*"  
[X Link](https://x.com/tonycfa/status/1905606380288946618)  2025-03-28T13:02Z 14.5K followers, [---] engagements


"$ONEW #InsiderBuying *President Aisquith BUYS $890985 of OneWater Marine Common Stock ONEW* (good sign)"  
[X Link](https://x.com/tonycfa/status/1920817682384912481)  2025-05-09T12:26Z 14.5K followers, [---] engagements


"$ONEW #InsiderBuying *Director Roy BUYS $61112 of OneWater Marine Common Stock ONEW*"  
[X Link](https://x.com/tonycfa/status/1921965051209982212)  2025-05-12T16:25Z 14.5K followers, [---] engagements


"$AXL *American Axle Upgraded To BUY at UBS* Says relaxed US emission regulations mean longer tail for core AXL programs such as GM's full-size trucks & SUVs boosting earnings power. Notes AXL's Dowlais transaction potentially creates added long-term value. Sets $7 price target"  
[X Link](https://x.com/tonycfa/status/1944739753879912744)  2025-07-14T12:44Z 14.5K followers, [---] engagements


"$NEXN *Nexxen Q2 EPS 29c consensus 20c* *Nexxen Q2 Revenue $90.95M consensus $87.M* *Nexxen: We achieved strong Q2 results driven by increased data and tech licensing revenue"  
[X Link](https://x.com/tonycfa/status/1955626069001904153)  2025-08-13T13:42Z 14.5K followers, [---] engagements


"While Mo-Mo tech is getting smacked the ADVDECLN is positive while $VBR and $VTV are green $NQ_F $SMH $QQQ $ES $SPY $SPX"  
[X Link](https://x.com/tonycfa/status/1957855111897604500)  2025-08-19T17:20Z 14.5K followers, [---] engagements


"$RTY_F $IWM $VBR $TNA $VB $SPY *The Russell [----] Is a Laggard. Why It Could Be Headed for Its First High in [--] Years* -BARRONS If the index can set a new high it could be a bullish sign hinting at further gains in the second half of [----]. https://www.barrons.com/articles/russell-2000-growth-s-p-dow-642448bb https://www.barrons.com/articles/russell-2000-growth-s-p-dow-642448bb"  
[X Link](https://x.com/tonycfa/status/1960777843203510605)  2025-08-27T18:54Z 14.5K followers, [---] engagements


"$AXL *American Axle Price Target Raised To $8.50 at UBS* Keeps BUY rating on AXL shares"  
[X Link](https://x.com/tonycfa/status/1975207266522673659)  2025-10-06T14:31Z 14.5K followers, [---] engagements


"$NEXN *Nexxen Initiated With BUY at BTIG* Says Nexxen is well positioned in the connected TV ad market one of the fastest-growing channels of digital advertising. Recent Nasdaq listing should improve investor awareness. Sets $13 target price"  
[X Link](https://x.com/tonycfa/status/1975540767725961582)  2025-10-07T12:36Z 14.5K followers, [---] engagements


"Slam-downs on EPS revisions seem excessive. Added to $PRGO dn here. Went from $3 prev to new guide $2.75. So at $16 that's 5.8x's with 7.3% div now. Co gained share in [--] of [--] OTC brands cats has $400M coming in from derma sale and exploring infant form options. Cost $20 now"  
[X Link](https://x.com/tonycfa/status/1986089405539328421)  2025-11-05T15:13Z 14.5K followers, [---] engagements


"Sounds like this $NEXN is forecasting a weak Q4. Don't get why all these separate enterprises are slicing and dicing up the digital pie. Kind of no-brainer for consolidation across the sector you'd think. $DSP $PERI $MGMI $PUBM $TTD $APPS"  
[X Link](https://x.com/tonycfa/status/1988997388506128831)  2025-11-13T15:48Z 14.5K followers, [---] engagements


"$SEE *CD&R Nears Takeover of Bubble Wrap Creator Sealed Air* -Bloomberg The private equity firm is putting the finishing touches on an offer for the Charlotte North Carolina-based company according to sources https://www.bloomberg.com/news/articles/2025-11-17/cd-r-nears-takeover-of-bubble-wrap-creator-sealed-air https://www.bloomberg.com/news/articles/2025-11-17/cd-r-nears-takeover-of-bubble-wrap-creator-sealed-air"  
[X Link](https://x.com/tonycfa/status/1990252141324484830)  2025-11-17T02:54Z 14.5K followers, [---] engagements


"$SEE Sealed Air stockholders will receive $42.15 in cash per share representing a 41% premium to SEEs [--] day avg stock price. Sealed Air can actively solicit additional acquisition proposals from third parties during a "go-shop" period of [--] days. $SEE"  
[X Link](https://x.com/tonycfa/status/1990394885761900771)  2025-11-17T12:21Z 14.5K followers, [---] engagements


"Everything on my watch list is up [--] percent Wake up and everything is running away 😩😤😩 $VBR"  
[X Link](https://x.com/tonycfa/status/1991917601069605368)  2025-11-21T17:12Z 14.5K followers, [--] engagements


"$MGDDY *Jefferies Names Michelin as Top Pick in European Tire Market* Says Michelin has greatest upside in the group and names as firms top pick"  
[X Link](https://x.com/tonycfa/status/1993025304911397268)  2025-11-24T18:33Z 14.5K followers, [--] engagements


"Another leading company in their industry nobody wants at hat sized 6-7xs PE. Doesnt matter the Cos established position or growing Wellspect division. No valuation is too low. $XRAY #InsiderBuying *Director Varon BUYS [----] Shares Of Dentsply Sirona For $100000 XRAY*"  
[X Link](https://x.com/tonycfa/status/1993685322459120087)  2025-11-26T14:16Z 14.5K followers, [---] engagements


"Bot norm 1-1.5% position in $GPK. Cuts FY25 guidance by a dime & gets hit with $400M mkt cap reaction So what FY25 is done. Now 7.8xs PE on $1.80 guide. Yet Co remains confident in $700-$800M FCF target for FY26. Thats over $2.30 per share FCF on a $14 stock if they can do"  
[X Link](https://x.com/tonycfa/status/1998500727354786161)  2025-12-09T21:11Z 14.5K followers, [---] engagements


"$EVRG *UBS Lifts Evergy Price Target to $83* Keeps EVRG shares BUY rated"  
[X Link](https://x.com/tonycfa/status/2001295873439834295)  2025-12-17T14:18Z 14.5K followers, [--] engagements


"$GPK *Graphic Packaging Says It Looks Forward to Dialogue With Eminence Capital* Graphic Packaging has issued the following statement; "We are committed to enhancing long-term value and appreciate the views of our shareholders"  
[X Link](https://x.com/tonycfa/status/2002044594318704706)  2025-12-19T15:53Z 14.5K followers, [---] engagements


"$PSX $VLO $CVX $RB_F #OOTT *Why U.S. Oil Refiners Could Be The Big Winners From Venezuela* U.S. oil refiners already have an advantage when it comes to their ability to refine heavy crude that makes up most of Venezuelas oil reservesand it can be highly profitable for them"  
[X Link](https://x.com/tonycfa/status/2008704367646372053)  2026-01-07T00:56Z 14.5K followers, [---] engagements


"Uptrend broadening out. Not just your same crowded AI plays. $VBR breaking out to new [--] week highs. $IWM $TNA $SPX $SPY #Russell"  
[X Link](https://x.com/tonycfa/status/2009315208490307825)  2026-01-08T17:24Z 14.5K followers, [---] engagements


"$CLF *Cleveland-Cliffs Upgraded To OVERWEIGHT at Morgan Stanley* Sets $17 target. Says even if relatively muted demand it expects steel prices to remain elevated & domestic mills to continue to gain share vs imports. Adds CLF has a potential transformational opportunity ahead"  
[X Link](https://x.com/tonycfa/status/2009607946116989294)  2026-01-09T12:47Z 14.5K followers, [---] engagements


"What is this So about 3-5% of all U.S. steel production is knocked offline $STLD $CLF $MT $NUE $SLX https://www.kristv.com/news/local-news/in-your-neighborhood/san-patricio-county/sinton/crews-working-to-extinguish-fire-at-aep-electrical-substation-in-sinton https://www.kristv.com/news/local-news/in-your-neighborhood/san-patricio-county/sinton/crews-working-to-extinguish-fire-at-aep-electrical-substation-in-sinton"  
[X Link](https://x.com/tonycfa/status/2011526353838096542)  2026-01-14T19:50Z 14.5K followers, [---] engagements


"$STLD $CLF $MT $NUE $SLX What is this So about 3-5% of all U.S. steel production is knocked offline $STLD $CLF $MT $NUE $SLX https://t.co/GGpqEWkYMW What is this So about 3-5% of all U.S. steel production is knocked offline $STLD $CLF $MT $NUE $SLX https://t.co/GGpqEWkYMW"  
[X Link](https://x.com/tonycfa/status/2011529969764352017)  2026-01-14T20:04Z 14.5K followers, [---] engagements


"$WGO *Citi Lifts Winnebago Price Target to $54* Keeps WGO shares BUY rated"  
[X Link](https://x.com/tonycfa/status/2012152515945755016)  2026-01-16T13:18Z 14.5K followers, [--] engagements


"$DIN $TXRH $DRI $BLMN $CAKE $WING #WorldCup $SPX $SPY The [----] FIFA World Cup across [--] USA host cities is projected to significantly boost casual dining driven by increased foot traffic gatherings and watch parties along with special events and menu items"  
[X Link](https://x.com/tonycfa/status/2015798103006208436)  2026-01-26T14:44Z 14.5K followers, [---] engagements


"Now thats a fugly reversal 😳 $GLD $KGC $SLV $CDE $GDXJ $JNUG $GC_F $SI_F $XAU $SPY #Gold #Silver"  
[X Link](https://x.com/tonycfa/status/2016903611750436985)  2026-01-29T15:57Z 14.5K followers, [---] engagements


"$DVN $CRTA #OOTT Coterra & Devon Merger Announcement Expected in Days* -Bloomberg"  
[X Link](https://x.com/tonycfa/status/2016941056990867779)  2026-01-29T18:26Z 14.5K followers, [---] engagements


"India trade deal bullish help for big nationwide retailers. $WMT $TGT $COST $SPY"  
[X Link](https://x.com/tonycfa/status/2018422891310731295)  2026-02-02T20:34Z 14.5K followers, [---] engagements


"$DVN *Devon Energy Price Target Raised to $51 at Mizuho* Raises price target to $51 from $43 after updating model for the proposed all-stock merger with Coterra. Keeps DVN shares OVERWEIGHT rated. #OOTT"  
[X Link](https://x.com/tonycfa/status/2018686137787613315)  2026-02-03T14:00Z 14.5K followers, [---] engagements


"Read $GPK results looks like indust headwinds still in place. Weak commodity bleached paperboard mkts in North America & Europe puts pricing pressure on finished packaging. Still guides solid FCF for [----]. Co implementing strategic review. Cost $14.25. Just sitting on our hands"  
[X Link](https://x.com/tonycfa/status/2018698517133324472)  2026-02-03T14:50Z 14.5K followers, [---] engagements


"$ADNT *Adient Q1 adjusted EPS 35c consensus 19c *Adient Q1 rev $3.64B consensus $3.48B *Adient Raises FY26 revenue view to $14.6B *Adient Raises FY26 adjusted EBITDA view to $880M *Adient Saw strong start to year and improved FY26 outlook"  
[X Link](https://x.com/tonycfa/status/2019052071744360830)  2026-02-04T14:15Z 14.5K followers, [--] engagements


"$PSX #OOTT *Phillips [--] reports Q4 adjusted EPS $2.47 consensus $2.15 *Phillips 66: Generated $2.8B of net operating cash flow $2.0B excluding working capital* *Phillips 66: Reduced debt by $2.0 billion during the quarter"  
[X Link](https://x.com/tonycfa/status/2019063485661921618)  2026-02-04T15:00Z 14.5K followers, [---] engagements


"$ADNT *Adiant Upgraded to BUY at Deutsche Bank With $33 Target Price* Notes strong Q1 and improved FY outlook. Sees ADNT as winner from US auto onshoring. Also ADNTs China business is benefiting as new OEM deals reach inflection pt. Names Adiant a compelling turnaround story"  
[X Link](https://x.com/tonycfa/status/2019402385433473256)  2026-02-05T13:27Z 14.5K followers, [--] engagements


"$SPX $SPY $QQQ $IGV $NQ_F $ES Amazing the $VIX can barely hold [--] for all the adrenaline folks spent the past [--] days"  
[X Link](https://x.com/tonycfa/status/2019493640255447489)  2026-02-05T19:29Z 14.5K followers, [---] engagements


"@Seahawks How in the world dont you have a social media hashtag #SuperBowl #Seahawks"  
[X Link](https://x.com/tonycfa/status/2019542458259189799)  2026-02-05T22:43Z 14.5K followers, [--] engagements


"#Florida #Clearwater 🐬🏈🐬 WowZa Nicholas the famous sports picking Dolphin says the #NEPats will win the #SuperBowl 😲 #SuperBowlLX #Seahawks https://www.wtsp.com/article/sports/nfl/superbowl/nicholas-the-dolphin-2026-super-bowl-pick-clearwater-florida/67-b15c9b08-7387-4376-91bc-9f76a0143bf1# https://www.wtsp.com/article/sports/nfl/superbowl/nicholas-the-dolphin-2026-super-bowl-pick-clearwater-florida/67-b15c9b08-7387-4376-91bc-9f76a0143bf1#"  
[X Link](https://x.com/tonycfa/status/2019543785252999349)  2026-02-05T22:48Z 14.5K followers, [--] engagements


"$JBS *JBS Initiated With BUY at UBS* Sets $19.50 target price. $JBS"  
[X Link](https://x.com/tonycfa/status/2019772611635433939)  2026-02-06T13:58Z 14.5K followers, [--] engagements


"OK kids have a great weekend Will be fantastic for sports fans #WinterOlympics ⛷ -go #TeamUSA #WasteManagementOpen ⛳ -rowdiest hole in golf #SuperBowl #SuperBowlLX #Seahawks 🏉 vs #NePats #TGIF 🙌"  
[X Link](https://x.com/tonycfa/status/2019885920158171332)  2026-02-06T21:28Z 14.5K followers, [---] engagements


"Woke up this morning thinking even tho Scottie Scheffler was a million shots back he could still win the #WasteManagementOpen⛳ Well not so crazy now 😲 #CBS @PGATOUR"  
[X Link](https://x.com/tonycfa/status/2020235413089321326)  2026-02-07T20:37Z 14.5K followers, [---] engagements


"Here comes Scottie Scheffler😳 #WasteManagementOpen ⛳ @GolfChannel"  
[X Link](https://x.com/tonycfa/status/2020570745034686968)  2026-02-08T18:49Z 14.5K followers, [---] engagements


"Rootn for #Seahawks to win #SuperBowlLX . Nothing against #NEPats but just dont like the idea of team playing the easiest #NFL 🏉 schedule in a quarter century (reg season: 36% opponent win percentage + one W vs team with winning record) just primrose pathing into the big game"  
[X Link](https://x.com/tonycfa/status/2020592752074063923)  2026-02-08T20:17Z 14.5K followers, [---] engagements


"#Federer 🙌 #SuperBowl Tennis legend @rogerfederer on field for the Super Bowl 🔥 Super Bowl LX 6:30pm ET on NBC Stream on @NFLPlus + Peacock https://t.co/ExUmWQznGZ Tennis legend @rogerfederer on field for the Super Bowl 🔥 Super Bowl LX 6:30pm ET on NBC Stream on @NFLPlus + Peacock https://t.co/ExUmWQznGZ"  
[X Link](https://x.com/tonycfa/status/2020689113813512243)  2026-02-09T02:40Z 14.5K followers, [---] engagements


"$VST Reading through the Vistra news. Seems like ok deal. Was familiar with $ENGH from earlier $FE holding. Also good to see $VST raised its buyback another $1B. Looking forward will now buyback $1B in stock in each year [----] and 2025"  
[X Link](https://x.com/tonycfa/status/1632753294782201860)  2023-03-06T14:41Z 14.5K followers, [---] engagements


"$ONEW *OneWater Marine Sees FY25 Adjusted EPS $1.00-$2.00 vs Consensus $1.50* *OneWater Marine Sees Fiscal Full Year [----] Revenue In Range of $1.7 Billion to $1.85 Billion* *OneWater Marine Sees Marine and Dealership Same-Store Sales Up Low Single Digits*"  
[X Link](https://x.com/tonycfa/status/1884971647247028350)  2025-01-30T14:27Z 14.5K followers, [---] engagements


"Bot $PRGO dn here. Co reaffirmed $3.00 EPS. Prob winner in price sensitive consumer trade down trend. Infant formula rebounding after past issues. Opill rollout seems ok. Not sure why the share beat dn. 5.1% divy and insider buying. Expect debt pay down to benefit equity val LT"  
[X Link](https://x.com/tonycfa/status/1953855704554410021)  2025-08-08T16:27Z 14.5K followers, [---] engagements


"$XRAY Still don't get why there hasn't been peer consolidation in the dental supply industry. Seems a perfect sector for participants to reap strategic rewards. Anyhow just sitting on our hands. At this rate Wellspect Healthcare will be worth the entire mkt cap"  
[X Link](https://x.com/tonycfa/status/1986449468980367631)  2025-11-06T15:03Z 14.5K followers, [---] engagements


"Had bot a 1% position in $ONEW a while back but haven't added b/c want to see leverage come down. Just sitting on our hands. Co still holds great industry position especially on the Gulf coast"  
[X Link](https://x.com/tonycfa/status/1988999799211757573)  2025-11-13T15:58Z 14.5K followers, [---] engagements


"$NEXN *Nexxen Files For Additional $40M Share Repurchase Program* Nexxen sees its current discounted share price as a compelling opportunity to initiate additional buybacks"  
[X Link](https://x.com/tonycfa/status/1991505325384470890)  2025-11-20T13:54Z 14.5K followers, [---] engagements


"Always an adventure with these $CAL earnings releases. So buys Stuart Weitzman but now has more integration costs at same time Co sorting out tariff issues. Over $80 per share in rev w/ 42% GM so ya think they could make something out of it. Cost $19.75. Just sitting on hands"  
[X Link](https://x.com/tonycfa/status/1998414791396970675)  2025-12-09T15:29Z 14.5K followers, [---] engagements


"$CAL *Seaport Research Lowers Caleres Price Target to $18 From $20 but Keeps Shares BUY Rated* Sees better results ahead for CAL after the Cos results in 2nd half were disappointing"  
[X Link](https://x.com/tonycfa/status/1998775206098133242)  2025-12-10T15:21Z 14.5K followers, [---] engagements


"$MNR #InsiderBuying *Chairman McMullen BUYS [-----] Shares Of Mach Natural Resources LP For $372225 MNR*"  
[X Link](https://x.com/tonycfa/status/1999105710076953048)  2025-12-11T13:15Z 14.5K followers, [---] engagements


"$SWK *Stanley Black & Decker to Sell its Aerospace Business to Howmet Aerospace For $1.8Bln*"  
[X Link](https://x.com/tonycfa/status/2003111461179306033)  2025-12-22T14:32Z 14.5K followers, [---] engagements


"$DVN $CTRA #OOTT Looks like a good deal IMO. Right out of the gate $1Bln in cost savings synergies raises dividend to $1.26 per share announces $5Bln buyback (thats 10% of combined new EV) plus EPS and CashFlow accretive. Our DVN cost basically $30. Just sitting tight"  
[X Link](https://x.com/tonycfa/status/2018325804065640544)  2026-02-02T14:09Z 14.5K followers, [---] engagements


"@zerohedge So AI is killing the AI plays $IGV $XSW $HACK"  
[X Link](https://x.com/tonycfa/status/2018740977406451818)  2026-02-03T17:38Z 14.5K followers, [---] engagements


"$DVN *Barclays Upgrades Devon to OVERWEIGHT on Transformative Acquisition* Says new combined Co creates unique differentiated rate of change story. Sees synergies and portfolio optimization driving step-function improvement in Devon's long-term cash returns. New target $50. #OOTT"  
[X Link](https://x.com/tonycfa/status/2019046346398011503)  2026-02-04T13:52Z 14.5K followers, [---] engagements


"@zerohedge Bullish for legacy combustible OEMs. $AXL $ADNT $MGA $BWA $VC $SPY"  
[X Link](https://x.com/tonycfa/status/2019102676928327742)  2026-02-04T17:36Z 14.5K followers, [--] engagements


"$VBR $VOE $SPX $SPY $ES *Al Anxiety Is Fueling the Comeback in Value Stocks* The software selloff is boosting the appeal of value stocks. -Bloomberg https://www.bloomberg.com/news/newsletters/2026-02-04/ai-anxiety-is-fueling-the-comeback-in-value-stocks https://www.bloomberg.com/news/newsletters/2026-02-04/ai-anxiety-is-fueling-the-comeback-in-value-stocks"  
[X Link](https://x.com/tonycfa/status/2019110973513015444)  2026-02-04T18:09Z 14.5K followers, [---] engagements


"$SWK *Stanley Black & Decker Target Price Raised to $100 at Barclays* Keeps shares OVERWEIGHT rated and raises target price after Cos Q4 earnings and new FY outlook"  
[X Link](https://x.com/tonycfa/status/2019403314325242341)  2026-02-05T13:30Z 14.5K followers, [--] engagements


"I mean Bill Walsh would burn his caveman pressm blitzm scheme so bad. Really dumbfounded the way teams play call against Vrabel instead Dont get how opposing teams cant solve #NEPats defensive scheme. Just a basic examination of Vrabels personality traits would reveal his macho dogm-blitzm mentality. A conquer by pressing mindset. #Seahawks how about delayed hand offs quick slants & deep overtop routes Dont get how opposing teams cant solve #NEPats defensive scheme. Just a basic examination of Vrabels personality traits would reveal his macho dogm-blitzm mentality. A conquer by pressing"  
[X Link](https://x.com/tonycfa/status/2020662639790297151)  2026-02-09T00:54Z 14.5K followers, [---] engagements


"⚠ Breaking News: NFL Announces Special #NEPats [----] Flex Regular Season Schedule in which the Pats will play no team with more than [--] wins so to help replicate the teams #SuperBowlLX appearance😄🏈😄 #SuperBowl #GoPats haha😃"  
[X Link](https://x.com/tonycfa/status/2020699816712609967)  2026-02-09T03:22Z 14.5K followers, [---] engagements


"Have no idea what in the world folks were expecting from $CLF. Kind of ridiculous for a deep cyclical name to get hammered on what happened the last [--] days. Co still has lot of operating leverage when cycle turns. Sees better pricing in [--]. Cost $12. Just sitting on our hands"  
[X Link](https://x.com/tonycfa/status/2020874459507204155)  2026-02-09T14:56Z 14.5K followers, [---] engagements


"Looks like the $TGNA deal is pretty much a lock now after Prz Trumps post. $NXST"  
[X Link](https://x.com/tonycfa/status/2020889493977416074)  2026-02-09T15:56Z 14.5K followers, [--] engagements


"Wow #Dodgers wasting no time after Superbowl Sunday Breaking https://t.co/WXmFosd5g0 Breaking https://t.co/WXmFosd5g0"  
[X Link](https://x.com/tonycfa/status/2020896155379355908)  2026-02-09T16:22Z 14.5K followers, [---] engagements


"@jackunheard JayZ controls the halftime selections not Goodell due to his exclusive contract with the Super Bowl and NFL"  
[X Link](https://x.com/tonycfa/status/2021041520808489417)  2026-02-10T02:00Z 14.5K followers, [--] engagements


"@CGasparino JayZ controls the halftime selections due to his exclusive contract with the Super Bowl and NFL. #JustFYI"  
[X Link](https://x.com/tonycfa/status/2021046161130315980)  2026-02-10T02:18Z 14.5K followers, [--] engagements


"Not fussed about $BP suspension of share buyback. Recall as cash flow pays down LT debt shareholders benefit from lower interest expense and increased shareholder equity. Fresh focus on developing the massive Brazil discovery is welcome news regarding capital allocation. #OOTT"  
[X Link](https://x.com/tonycfa/status/2021230593103593715)  2026-02-10T14:31Z 14.5K followers, [---] engagements


"Strong Q4 year end for $GT. Revenue up +4%. Nice ramp in operating income (+18% YoY) to $416M as effects of cost savings kick in. Generated substantial op cash flow of $1.5B. Has near $1B cash on bal sheet and paid dn over $1B in LT debt during the year. Man doing good job here"  
[X Link](https://x.com/tonycfa/status/2021237923723489383)  2026-02-10T15:00Z 14.5K followers, [--] engagements


"Kind of ridiculous argument that $BP isnt rewarding shareholders now. How is paying dn debt and reinvesting cash flow from operations into one of the greatest hydrocarbon discoveries in recent history not accretive. Unless youre super bearish on crude its a smart move. #OOTT"  
[X Link](https://x.com/tonycfa/status/2021271929248776360)  2026-02-10T17:15Z 14.5K followers, [---] engagements


"#GOLD $GLD $GC_F $JNUG 😳 Coming soon to Las Vegas casinos: an ATM that melts down your gold jewelry at 2200F verifies the purity and weight and then transfers the value (minus fees) to your bank account. This will devastate the local pawn shop industry. https://t.co/C9oAfivLBH Coming soon to Las Vegas casinos: an ATM that melts down your gold jewelry at 2200F verifies the purity and weight and then transfers the value (minus fees) to your bank account. This will devastate the local pawn shop industry. https://t.co/C9oAfivLBH"  
[X Link](https://x.com/anyuser/status/2021318130639712414)  2026-02-10T20:19Z 14.5K followers, [---] engagements


"https://www.bloomberg.com/news/articles/2026-02-11/crude-glut-is-a-boon-for-us-refiners-as-fuel-demand-stays-firm https://www.bloomberg.com/news/articles/2026-02-11/crude-glut-is-a-boon-for-us-refiners-as-fuel-demand-stays-firm"  
[X Link](https://x.com/anyuser/status/2021676790104621432)  2026-02-11T20:04Z 14.5K followers, [--] engagements


"Well somebody thinks theres a case the econ is gonna rip. Certainly the GOP will pull every possible string before [--] midterms. Why even bother with overvalued over-owned tech now $SNDR $WERN $ARCB $HTLD $JBHT $SPY $ES $QQQ $NQ_F $RTY_F $IWM"  
[X Link](https://x.com/tonycfa/status/1996288706920223208)  2025-12-03T18:41Z 14.5K followers, [---] engagements


"$SLB $NE $NOV $NBR $XPRO #OOTT $OIH $RIG $SPY *SLB CEO NOTES GLOBAL UPSTREAM ACTIVITY HAS STABILIZED* *SLB CEO SAYS KEY MARKETS SHOWING EARLY SIGNS OF A REBOUND* *SLB CEO EXPECTS REBOUND IN ACTIVITY DURING THE SECOND QUARTER DRIVEN PRIMARILY BY INTERNATIONAL MARKETS*"  
[X Link](https://x.com/tonycfa/status/2014745505968828885)  2026-01-23T17:02Z 14.5K followers, [---] engagements


"$NE $OIH #OOTT *Noble Corp. Announces Contract Awards Worth $1.3B* Noble Corp (NE) announces new contract awards for nine rigs comprising approximately $1.3B of backlog including a three-year contract for the harsh environment semisubmersible Noble GreatWhite"  
[X Link](https://x.com/tonycfa/status/2015794603215978975)  2026-01-26T14:30Z 14.5K followers, [---] engagements


"$HZO gets takeover bid Sure would make our $ONEW comp look pretty. $SPX $SPY $ES"  
[X Link](https://x.com/tonycfa/status/2018428194815176776)  2026-02-02T20:55Z 14.5K followers, [---] engagements


"The Trump Million Homes if implemented would be bullish for our $OC. Also good for chemical names as residential building is a major downstream customer for chemical based products (paints/stains/carpet/flooring/insulation/sealants/foam/roofing/etc). $DOW $ASIX $CE $SPY"  
[X Link](https://x.com/tonycfa/status/2018722953626788281)  2026-02-03T16:27Z 14.5K followers, [---] engagements


"@zerohedge Except White House trade adviser peter Navarro notes there's no basis in fact the administration is planning to reduce Steel and Aluminum tariffs -CNBC $CLF $NUE $MT $SLX $GGB $STLD"  
[X Link](https://x.com/tonycfa/status/2022328190371602759)  2026-02-13T15:13Z 14.5K followers, [---] engagements


"#Federer 🙌 💯 The 🐐 x The Farm In front of a Maples Pavilion crowd of students community members student-athletes and friends @rogerfederer joined @stanford President Jon Levin for a wide-ranging conversation on excellence resilience and finding purpose beyond sport. Only Here. https://t.co/pEfgIWgDAt The 🐐 x The Farm In front of a Maples Pavilion crowd of students community members student-athletes and friends @rogerfederer joined @stanford President Jon Levin for a wide-ranging conversation on excellence resilience and finding purpose beyond sport. Only Here. https://t.co/pEfgIWgDAt"  
[X Link](https://x.com/anyuser/status/2022665209274663033)  2026-02-14T13:32Z 14.5K followers, [---] engagements


"$TRMR *Tremor International Price Target Lowered to $8 From $11 at RBC* RBC lowers its price target on Tremor International to $8 due to weak macro conditions in ad market but keeps an Outperform rating on the shares"  
[X Link](https://x.com/tonycfa/status/1692534276988788753)  2023-08-18T13:49Z 14.5K followers, [---] engagements


"$D *Dominion Kept At Buy Rating at Guggenheim; But Lowers Price Target To $52* Says after Co's strategic review D has emerged as a straightforward fundamentally reformed +5-7% growth story with an attractive Southeastern US growing rate base Sees added positive if lower int rates"  
[X Link](https://x.com/tonycfa/status/1764686900504203503)  2024-03-04T16:18Z 14.5K followers, [---] engagements


"$D Dominion price target raised to $50 at Barclays. Keeps an Overweight rating on Dominion sighting management's update from analyst day"  
[X Link](https://x.com/tonycfa/status/1767902837541912858)  2024-03-13T13:17Z 14.5K followers, [--] engagements


"$CSIQ $TAN $FLSR #AI #OOTT The big [--] European oil & gas majors should spinoff their solar businesses to shareholders 😳 I mean after all the street views their renewable businesses as value destroying assets. $BP $SHEL $REPYY"  
[X Link](https://x.com/tonycfa/status/1793297306705347006)  2024-05-22T15:06Z 14.5K followers, [---] engagements


"$REPYY #Electricity #AI #Solar #OOTT #DataCenters #Renewables *Saudi Aramco Eyeing Stake in Repsols Renewable Business* Repsols ambition is to reach 6GW of global installed capacity by [----] and expand to 14GW by [----]. https://www.power-technology.com/news/saudi-aramco-stake-repsol-renewables/cf-view https://www.power-technology.com/news/saudi-aramco-stake-repsol-renewables/cf-view"  
[X Link](https://x.com/tonycfa/status/1795223766743634256)  2024-05-27T22:41Z 14.5K followers, [---] engagements


"While listed solar & renewable stocks soar $CSIQ $TAN $FLSR #NEE etc on #AI data center power demand forgotten $REPYY at fwd 5.5x's PE 65% of Book 5% Divy and 4x's EV-ebitda. Renewable biz worth over 6Bln today and will grow into an est 14GW mammoth. #OOTT"  
[X Link](https://x.com/tonycfa/status/1795239900796580018)  2024-05-27T23:45Z 14.5K followers, [---] engagements


"$CLF Cleveland-Cliffs in talks to acquire the U.S. Midwest assets of Russia's largest steelmaker Novolipetsk Steel PJSC"  
[X Link](https://x.com/tonycfa/status/1795458039962591351)  2024-05-28T14:12Z 14.5K followers, [---] engagements


"$D *Dominion Energy Virginia Unveils Long-Term Plan To Meet Growing Power Demand* Dominion Energy Virginia has laid out multiple portfolio options to meet rising power demand through significant investments in new power generation expansion from every source to meet growing needs"  
[X Link](https://x.com/tonycfa/status/1846535491123896505)  2024-10-16T12:55Z 14.5K followers, [--] engagements


"$ADNT $DWL.L $AXL *UK Near Trade Pact With U.S. With Breaks for Cars and Steel* -FT The agreement would cushion the impact of Donald Trump's tariffs on focused U.K. auto related and steel exports into the U.S"  
[X Link](https://x.com/tonycfa/status/1919824427333656624)  2025-05-06T18:39Z 14.5K followers, [---] engagements


"Some pos Chemical Sector news for one of our holdings at least. We own $DOW $ASIX & $BASFY in the group. *BASF Upgraded To OVERWEIGHT at Morgan Stanley* New price target [--] up from [--]. Sees potential divestment of Coatings Biz as catalyst. Expects free cashflow rebound ahead"  
[X Link](https://x.com/tonycfa/status/1948370715498995857)  2025-07-24T13:12Z 14.5K followers, [---] engagements


"$ONEW *OneWater Marine Price Target Raised To $17 at KeyBanc* Keeps OVERWEIGHT rating on the shares. Says ONEW raising revenue and same-store sales guidance is encouraging given the challenged industry backdrop & macro uncertainties"  
[X Link](https://x.com/tonycfa/status/1951278749460078687)  2025-08-01T13:48Z 14.5K followers, [---] engagements


"$AXL *American Axle Q2 Adjusted EPS 21c vs Consensus 14c* *AXL Sees Adjusted EBITDA of $695M-$745M vs $665M-$745M Prior* *AXL Targeting Adjusted Free Cash Flow of $175M-$215M vs $165M-$215M Prior* *AXL Sees Dowlais Driving Significant Size Scale & Value Creation Potential*"  
[X Link](https://x.com/tonycfa/status/1953815561281884217)  2025-08-08T13:48Z 14.5K followers, [---] engagements


"$AXL *American Axle Upgraded To OUTPERFORM at RBC* Sees AXL's shares re-rating higher on increased NAmer auto production and AXL's important position in U.S. market where prod growth centered. Says Dowlais deal is attractive both financially and strategically. Sets $8 target px"  
[X Link](https://x.com/tonycfa/status/1962847030960587013)  2025-09-02T11:56Z 14.5K followers, [---] engagements


"$NEXN *Nexxen Completes $50M Share Repurchase Launches New $20M Share Repurchase Program* Nexxen International announces the launch of a new $20 million Ordinary Share repurchase program"  
[X Link](https://x.com/tonycfa/status/1969025064705093663)  2025-09-19T13:05Z 14.5K followers, [---] engagements


"$KRNY #InsiderBuying $KBE *Director Montanaro BUYS [-----] Shares of Keanry Financial Corp For $65700 KRNY*"  
[X Link](https://x.com/tonycfa/status/1970511953878741429)  2025-09-23T15:33Z 14.5K followers, [---] engagements


"@zerohedge Nice little vote of confidence for $CE $LYB $BASFY and $DOW Wouldn't be surprised to see wave of industry consolidation"  
[X Link](https://x.com/tonycfa/status/1973116040717447606)  2025-09-30T20:01Z 14.5K followers, [----] engagements


"$ONEW *Truist Raises OneWater Marine Price Target to $18* Keeps shares BUY rated"  
[X Link](https://x.com/tonycfa/status/1978450118735974726)  2025-10-15T13:17Z 14.5K followers, [---] engagements


"$GM $MGA $AXL $BWA $ADNT $VC $LEA *GM Raises Full FY Outlook* *GM Reports Adjusted Q3 EPS $2.80 vs Consensus $2.27* *GM Sees Strong North American SUV and Pickup Demand* *GM: "We are well Positioned for 2026* *GM Lowers Tariff Impact Costs Estimates by $500M*"  
[X Link](https://x.com/tonycfa/status/1980623735934587310)  2025-10-21T13:14Z 14.5K followers, [---] engagements


"$SWK *UBS Lifts Stanley Black & Decker Price Target to $105* Keeps BUY rating on SWK shares. Raises price target to $105 after the company's Q3 earnings"  
[X Link](https://x.com/tonycfa/status/1986440033088295023)  2025-11-06T14:26Z 14.5K followers, [---] engagements


"$PARR #OOTT *Piper Sandler Lifts Par Pacific Price Target to $62* Keeps PARR shares OVERWEIGHT rated. Says Q3 results were impressively strong and Q4 is shaping up even better. Notes the product market is clearly tighter than anticipated and sees it even tighter for 2026"  
[X Link](https://x.com/tonycfa/status/1989330907673583797)  2025-11-14T13:53Z 14.5K followers, [---] engagements


"Bot normal 1-1.5% position in $MNR Co making large pivot to $NG_F production for [----]. Half cashflow drill budget/other towards mid-teens div. Former Chesapeake guy. 1xs understated book. Prob keeps it LP valuation discount tho. Put in IRAs to avoid LP tax paperwork. #OOTT"  
[X Link](https://x.com/tonycfa/status/1993060274241520017)  2025-11-24T20:52Z 14.5K followers, [---] engagements


"$MNR #InsiderBuying #OOTT *CEO Ward BUYS [-----] Shares of Mach Natural Resources LP For $465200 MNR*"  
[X Link](https://x.com/tonycfa/status/1995851381501296697)  2025-12-02T13:43Z 14.5K followers, [---] engagements


"$NG_F #NatGas $AR $EQT $MNR $DVN $EXE $BP $CVX $CNX $RRC $CTRA #Shale $BOIL $UNG $XOP Sudden scramble to BUY up natural gas reserves. What are these industry folks seeing Antero Resources in talks to acquire private shale gas producer HG Energy in multibillion dollar deal"  
[X Link](https://x.com/tonycfa/status/1997878713959199049)  2025-12-08T03:59Z 14.5K followers, [---] engagements


"$MPAA (thats 20% of the outstanding shares in total) *Motorcar Parts of America Increases Share Repurchase Program to $57M*"  
[X Link](https://x.com/tonycfa/status/1998038550793884001)  2025-12-08T14:34Z 14.5K followers, [---] engagements


"$KRNY Piper Sandler Lifts Kearny Financial Price Target to $9* Keeps shares OVERWEIGHT rated. Sees net interest margin steadily rising in [----] as liabilities reprice downward while asset yields stay sticky. Notes bal sheet is ultra conservative & divd attractive & sustainable"  
[X Link](https://x.com/tonycfa/status/1998764331505180796)  2025-12-10T14:38Z 14.5K followers, [---] engagements


"$MPAA *Motorcar Parts of Amer Initiated With BUY at Freedom Cap* Says MPAA well positioned as supplier of non-discretionary replacement hard parts. Says aging high mileage vehicles on road & elevated costs of new cars to sustain repair demand of mid-single digit growth. $20 tgt"  
[X Link](https://x.com/tonycfa/status/1999495534986559627)  2025-12-12T15:04Z 14.5K followers, [---] engagements


"$REPYY #Venezuela $E #OOTT *Repsol and Eni Look to Recover Payments of $6B From Venezuela*"  
[X Link](https://x.com/tonycfa/status/2008539782797017431)  2026-01-06T14:02Z 14.5K followers, [--] engagements


"$PARR #OOTT *Piper Sandler Lowers Par Pacific Price Target to $59 From $62 Keeps Shares OVERWEIGHT Rated* Sees the [----] refining market even better than [----]. Sees incrementally tighter product supply-demand dynamics. Notes crude differentials as added tailwind"  
[X Link](https://x.com/tonycfa/status/2009258675186131304)  2026-01-08T13:39Z 14.5K followers, [---] engagements


"$DVN #OOTT $CTRA *Coterra Energy Mulling Merger With Devon Energy* -Bloomberg News"  
[X Link](https://x.com/tonycfa/status/2011855621310579101)  2026-01-15T17:38Z 14.5K followers, [---] engagements


"$IGV $XSW $AION $CIBR $CRM $SNOW $PLTR $NOW $FTNT $CYBR $ZS $PANW $QQQ $NQ_F $SPY *No Reasons to Own: Software Stocks Sink on Fear of New Al Tool* While the NAZZ100 is flirting with record highs Cos like ServiceNow are trading at the lowest levels in yrs https://www.bloomberg.com/news/articles/2026-01-18/-no-reasons-to-own-software-stocks-sink-on-fear-of-new-ai-tool https://www.bloomberg.com/news/articles/2026-01-18/-no-reasons-to-own-software-stocks-sink-on-fear-of-new-ai-tool"  
[X Link](https://x.com/tonycfa/status/2012991323423261030)  2026-01-18T20:51Z 14.5K followers, [---] engagements


"$AXL *American Axle initiated with BUY at BWS Financial* Sets $17 price target. The merger with Dowlais Group will create a behemoth & diversified auto supplier Co leading to significant op leverage resulting in a significant increase in free cash flow. New ticker will be DCH"  
[X Link](https://x.com/tonycfa/status/2016167280187425213)  2026-01-27T15:11Z 14.5K followers, [---] engagements


"$DVN $CTRA #OOTT Under the terms of the all stock merger agreement Coterra shareholders will receive a fixed exchange ratio of [----] share of Devon common stock for each share of Coterra common stock. Based on Devon's closing price on January [--] 2026"  
[X Link](https://x.com/tonycfa/status/2018303045268918346)  2026-02-02T12:38Z 14.5K followers, [---] engagements


"These once darling software names are getting hammered. 👀 $IGV $XSW $HACK $CYBR $TTWO $PAYC $QQQ $NQ_F $SPY $ES"  
[X Link](https://x.com/tonycfa/status/2018712870314189075)  2026-02-03T15:47Z 14.5K followers, [---] engagements


"$IGV $XSW $HACK $CYBR $TTWO $PAYC $FTNT $PANW $ZS $NET $NOW $CRWD $QQQ $NQ_F *Get Me Out: Traders Dump Software Stocks as Al Fears Erupt* -BBG The fear w/ Al is there's more pricing pressure & competitive moats have gotten shallower meaning they could be easier to replace w/ Al"  
[X Link](https://x.com/tonycfa/status/2018743572686848510)  2026-02-03T17:49Z 14.5K followers, [---] engagements


"$SWK *Citi Lifts Stanley Black & Decker Price Target to $100* Citi lifts its price target on Stanley Black & Decker to $100 and keeps a BUY rating on SWK shares"  
[X Link](https://x.com/tonycfa/status/2019806921122046124)  2026-02-06T16:14Z 14.5K followers, [--] engagements


"#NorthCarolina WINS 🙌🏀 #BeatDuke #Tarheels #BlueDevils Lets GO #UNC #ESPN"  
[X Link](https://x.com/tonycfa/status/2020313198784835910)  2026-02-08T01:46Z 14.5K followers, [---] engagements


"$BWA good read through for the OEM supplier group. $MGA $ADNT $DCH $DAN $LEA"  
[X Link](https://x.com/anyuser/status/2021611534057623695)  2026-02-11T15:45Z 14.5K followers, [--] engagements


"Added to $QDEL dn here. Kind of head scratcher -20% reaction. Now basically at 10xs EPS guide and 5.9xs EV/ebitda with 9% FCF yld. Figure $8.50 in after tax cash flow per share with rev/shr of $41. Avg cost $34 now. Hopefully margin of safety here. Well see"  
[X Link](https://x.com/anyuser/status/2021982604753502313)  2026-02-12T16:19Z 14.5K followers, [---] engagements


"Go back to bed. $VIX isnt even a [--] handle. $SPX $SPY $QQQ $IWM $ES"  
[X Link](https://x.com/anyuser/status/2022039688387907763)  2026-02-12T20:06Z 14.5K followers, [---] engagements


"$CE #InsiderBuying *VP Murray BUYS [---] Shares of Celanese Corp For $93389 CE*"  
[X Link](https://x.com/tonycfa/status/1767186153466138714)  2024-03-11T13:49Z 14.5K followers, [---] engagements


"$CE #InsiderBuying *VP Kelly BUYS [----] Shares of Celanese Corp For $219373 CE*"  
[X Link](https://x.com/tonycfa/status/1769793137243808097)  2024-03-18T18:28Z 14.5K followers, [---] engagements


"Looking back what a great BUY was in the 7's. Their established [--] yr market position in Greater China & Regions would have been impossible to replace at that price. Could even still be so at double that valuation 😃🤷🏻♂🥹 http://2282.HK http://2282.HK"  
[X Link](https://x.com/tonycfa/status/1786230257424494724)  2024-05-03T03:04Z 14.5K followers, [---] engagements


"Going through the $PARR qtr and really impressed with Co's retail segment. The retail station industry is very attractive--can see why so many folks trying to acquire them ( $PKI.to and 7-Eleven etc). Logistics segment of PARR humming along as well"  
[X Link](https://x.com/tonycfa/status/1920149303630102701)  2025-05-07T16:10Z 14.5K followers, [---] engagements


"Added to $ASIX today. Just about 4% position now which is max for us. AG side doing great but chemical side still at challenging levels. $30 tangible book. $970M of low cost net PPE vs EV of $650M. Est good LT EPS power in recovery. Low debt. 4% divy. Cost around $20.75"  
[X Link](https://x.com/tonycfa/status/1986907604744839272)  2025-11-07T21:24Z 14.5K followers, [---] engagements


"$MPAA just when folks getting more comfortable with its progress comes out & surprises the street with numbers cut. Figure now $90 in EBITDA. Cost $13. Just sitting on our hands. Would think given avg age of fleet on the road (13 yrs) they could make a go of it; but well see"  
[X Link](https://x.com/tonycfa/status/2020938800151789892)  2026-02-09T19:12Z 14.5K followers, [---] engagements


"$PSX $MPC $VLO $DK $PBF $PARR #OOTT $UGA $HO_F $RB_F *Crude Glut Is a Boon for US Refiners as Fuel Demand Stays Firm* -Bloomberg"  
[X Link](https://x.com/anyuser/status/2021676180517400904)  2026-02-11T20:02Z 14.5K followers, [---] engagements


"$MGA *Magna Q4 adjusted EPS $2.18 consensus $1.80 *MGNA Q4 Revenue $10.85B consensus $10.54B *Magna Generated $1.9B of FCF in [----] *Magna Sees Op Momentum Continuing in FY26 *Magna Sees FY26 adjusted EPS $6.25-$7.25 vs consensus $5.98 *Magna Increases quarterly dividend to 49.5c"  
[X Link](https://x.com/anyuser/status/2022309117948276845)  2026-02-13T13:57Z 14.5K followers, [---] engagements


"$CLF #InsiderBuying *Director Camara BUYS [-----] Cleveland Cliffs Inc For $199626 CLF*"  
[X Link](https://x.com/anyuser/status/2022347909380161766)  2026-02-13T16:31Z 14.5K followers, [---] engagements


"#Dodgers ⚾ #ValentinesDay BREAKING 🚨 The Dodgers have agreed to terms with free agent Cupid on a 12-year $670 million contract sources tell @mlbonfax. Deal includes significant deferred money and a full no-trade clause. Physical is scheduled for later this afternoon in Los Angeles. Manager Dave https://t.co/1PKYvBsKId BREAKING 🚨 The Dodgers have agreed to terms with free agent Cupid on a 12-year $670 million contract sources tell @mlbonfax. Deal includes significant deferred money and a full no-trade clause. Physical is scheduled for later this afternoon in Los Angeles. Manager Dave"  
[X Link](https://x.com/anyuser/status/2022824802260603172)  2026-02-15T00:06Z 14.5K followers, [---] engagements


"$BZF $KC_F $JO $SB_F $SGG $ZS_F $SOYB #Futures 👀 *Rising Brazilian Real Fueling Uptick in Soft Commodities* -DowJonesNews"  
[X Link](https://x.com/tonycfa/status/1082305075861749760)  2019-01-07T15:56Z 14.5K followers, [--] engagements


"$UB_F $ZN_F $TLT $GLD $GC_F $DOW $ES $CL_F $XLE $XLF *Trading Places: Copper Futures Soar While Gold Futures Fall As China Trade Tension Thaw And ECB Stimulus Sow Hope Of Green Economic Shoots* -Bloomberg"  
[X Link](https://x.com/tonycfa/status/1172554214930898944)  2019-09-13T16:54Z 14.5K followers, [--] engagements


"U.S. Rig Count Collapsing U.S. Rig Count Drops [--] From Last Week To [---] -Rig count collapsing -Depletion rates soaring -Capital $$ cut off to E&P producers -Managements now lose their jobs for overspending cash flow. But somehow US production of #OIL is going to soar 🙃 $CL_F"  
[X Link](https://x.com/tonycfa/status/1172558092480995328)  2019-09-13T17:10Z 14.5K followers, [--] engagements


"#PGAChampionship #SanFrancisco *Golfer Bud Cauley Expresses His Dismay For San Francisco After SUV Broken Into* 'The golfer posted a picture on Instagram of his smashed window and said he called the police but they were overworked with other crimes' https://www.foxnews.com/sports/golfer-bud-cauley-dismay-san-francisco https://www.foxnews.com/sports/golfer-bud-cauley-dismay-san-francisco"  
[X Link](https://x.com/tonycfa/status/1293278993005846535)  2020-08-11T20:11Z 14.5K followers, [--] engagements


"$VLUE $VLU $VBR $IWN $VTV All unchanged. 👏👏🙏 $DOW $SPY $QQQ $ES $NQ_F"  
[X Link](https://x.com/tonycfa/status/1367234119801921539)  2021-03-03T22:03Z 14.5K followers, [--] engagements


"$ADM #SOYBEANS $BG #OATT $ES *Archer Daniels Reports Second Quarter EPS of $1.33 Versus Consensus of 99c* *Archer Daniels Sees Strong Operating Momentum Continuing In Second Half* *Archer Daniels Says Positive Outlooks Driven By Strong Food And Agriculture Industries*"  
[X Link](https://x.com/tonycfa/status/1419988215830822913)  2021-07-27T11:49Z 14.5K followers, [--] engagements


"$BG #SOYBEANS #OATT *Bunge Reports Q2 Adjusted EPS of $2.61 Per Share Vs Consensus of $1.57* *Bunge Raises Full Year ESP View To $8.50 Per Share* *Bunge Sees Positive Trends in Refined and Specialty Oils Continuing* *Bunge Sees Continued Momentum in Food & Ag Demand*"  
[X Link](https://x.com/tonycfa/status/1420345967304380416)  2021-07-28T11:30Z 14.5K followers, [--] engagements


"$BG #OATT *Chevron and Bunge To Form Joint Venture For Renewable Fuel Feedstocks* 'Upon finalization of the joint venture Bunge is expected to contribute its soybean processing facilities in Destrehan LA & Cairo IL. Chevron will contribute approximately $600M in cash to the JV'"  
[X Link](https://x.com/tonycfa/status/1433407031092912131)  2021-09-02T12:30Z 14.5K followers, [--] engagements


"$PARA *WEEKEND BOX OFFICE: SONIC THE HEDGEHOG [--] RACES TO SECOND-HIGHEST OPENING OF THE YEAR* 'Sonic the Hedgehog [--] landed impressive numbers that are striking whether during the pandemic or prior to it. The $71 million haul this weekend handily beat its $58M original release'"  
[X Link](https://x.com/tonycfa/status/1513606586278817795)  2022-04-11T19:55Z 14.5K followers, [--] engagements


"Wow $54.20 per $TWTR share #Twitter *ELON MUSK OFFERS TO BUY TWITTER FOR $54.20/SHR IN CASH*"  
[X Link](https://x.com/tonycfa/status/1514547595653390341)  2022-04-14T10:14Z 14.5K followers, [--] engagements


"$TWTR #TWITTER"  
[X Link](https://x.com/tonycfa/status/1514549391696224258)  2022-04-14T10:21Z 14.5K followers, [--] engagements


"Even with STOXX/Europe in a funky downtrend some of these big international multi-line commercials are acting pretty good. Gotta' be worth a premium to book/shr you'd think. Generous dividends to boot. Higher bond % yields help put the float to work. $MURGY $SSREY"  
[X Link](https://x.com/tonycfa/status/1534974401925595150)  2022-06-09T19:03Z 14.4K followers, [--] engagements


"$HBM *Hudbay Minerals Upgraded To Overweight At Barclays* Says copper equities are reflecting better value at these levels. While companies still face macro and fundamental headwinds the firm is becoming less negative on the sector after selloff in share prices. #COPPER"  
[X Link](https://x.com/tonycfa/status/1549351271383056386)  2022-07-19T11:11Z 14.4K followers, [--] engagements


"$AXL *American Axle Q2 Adjusted EPS of 22c Versus Consensus of 10c* *American Axle Raises FY22 Revenue View to $5.75B-$5.95B* *American Axle Sees Free Cash Flow of $300 - $350M*"  
[X Link](https://x.com/tonycfa/status/1555537506627616770)  2022-08-05T12:53Z 14.4K followers, [--] engagements


"$JNK $HYG $ES #Bonds *Junk Bonds Sweep To Record Summer Rally* 'Junk bond spreads versus Treasury yields have posted their quickest retreat ever on record' https://www.marketwatch.com/amp/story/junk-bonds-sweep-to-a-record-summer-rally-11660676456 https://www.marketwatch.com/amp/story/junk-bonds-sweep-to-a-record-summer-rally-11660676456"  
[X Link](https://x.com/tonycfa/status/1559628211813863424)  2022-08-16T19:48Z 14.5K followers, [--] engagements


"$SSREY *Swiss Re Expects Rise in Demand For Insurance Amid Global Uncertainty* 'Reinsurance premium rates set to rise across the industry caused by inflation higher interest rates and strong demand for insurance products' https://kfgo.com/2022/09/12/swiss-re-expects-rise-in-demand-amid-global-uncertainty/ https://kfgo.com/2022/09/12/swiss-re-expects-rise-in-demand-amid-global-uncertainty/"  
[X Link](https://x.com/tonycfa/status/1569292694148481025)  2022-09-12T11:51Z 14.5K followers, [--] engagements


"@zerohedge Everybody focused on [--] or 100bp hike; when the focused should be on earnings. Even more so because Street analysts as a group. are notable for cutting estimates only after the fact (stenographers of what happened) verses taking preceding action. $DOW $SPY $QQQ $ES"  
[X Link](https://x.com/tonycfa/status/1570496677471203328)  2022-09-15T19:36Z 14.5K followers, [--] engagements


"Bot a little $DOW dn here (normal 1-1.5% position). Figure EPS reset to around $6/shr for [----] so we're at around 7.8x's. Under that reduced outlook the dividend coverage remains solid. Can argue DOW has $10 in LT normalized EPS power. 6% divvy should support shares you'd think"  
[X Link](https://x.com/tonycfa/status/1570501437133852672)  2022-09-15T19:54Z 14.5K followers, [--] engagements


"Thanks to $CNX for blowing $800m on natty gas cap x at $3mcf versus buying in your stock at [--] bucks #smh"  
[X Link](https://x.com/tonycfa/status/157193206897967104)  2012-01-11T20:12Z 14.4K followers, [--] engagements


"Putting some cash to work. Probably early but just 1% positions. $HDELY $DLAKY $MGDDY $BASFY"  
[X Link](https://x.com/tonycfa/status/1573403859304710144)  2022-09-23T20:08Z 14.4K followers, [--] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing