[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.]  Broken Moats [@BrokenMoats](/creator/twitter/BrokenMoats) on x 2185 followers Created: 2025-07-15 16:10:50 UTC stubbornness of rate sensitive names to have any reflexivity to higher rates (now over X% XX year) is perplexing. $AN in $CSGP grab my attention as exposed. AN especially after the softer than anticipated preannounce from $LAD (looks like a beat when you read it but the sell side took numbers down recently and its actually lower growth than Q1 and tis past quarter should of benefitted from the initial tariff pricing and demand pull on autos in April/May). No guidance in pre announce and reversal in shape price suggests market thinks they ae likely hiding softening trends for the back half. Would prefer $KMX if I had to play that space from the long side (on sale in relative sense) XXX engagements  **Related Topics** [$3626t](/topic/$3626t) [$csgp](/topic/$csgp) [rates](/topic/rates) [$an](/topic/$an) [costar group inc](/topic/costar-group-inc) [stocks real estate](/topic/stocks-real-estate) [$lad](/topic/$lad) [Post Link](https://x.com/BrokenMoats/status/1945154095209140708)
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Broken Moats @BrokenMoats on x 2185 followers
Created: 2025-07-15 16:10:50 UTC
stubbornness of rate sensitive names to have any reflexivity to higher rates (now over X% XX year) is perplexing. $AN in $CSGP grab my attention as exposed. AN especially after the softer than anticipated preannounce from $LAD (looks like a beat when you read it but the sell side took numbers down recently and its actually lower growth than Q1 and tis past quarter should of benefitted from the initial tariff pricing and demand pull on autos in April/May). No guidance in pre announce and reversal in shape price suggests market thinks they ae likely hiding softening trends for the back half. Would prefer $KMX if I had to play that space from the long side (on sale in relative sense)
XXX engagements
Related Topics $3626t $csgp rates $an costar group inc stocks real estate $lad