Arcium
1624 Established
(@arcium OR $ARX) -is:retweet
1211
Neutral
↑ +40 above avg
avg ethos(72 never seen before)
1048
supporters
36.1/day· 54% above avg
92
skeptics
3.2/day· ≈ avg
2513
positive tweets
86.7/day· 54% above avg
163
negative tweets
5.6/day· 28% below avg
7099
tweets scanned
245/day· 63% above avg
2026-05-11 → 2026-06-08
window
29 days
Audience composition vs baseline(avg across 31 projects)
26%with reviews
↑ 12% above avg
68%no reviews
↓ 3% below avg
6%never seen
↓ 9% below avg
Masa’s Son · 812 followers
- $ARX BUYSIDE GOT THE MEMO second strong close in row - position building? +2% on the day like we haven't seen in a long time LFG!!! https://t.co/eoPyF8Ptym2026-06-05♥ 3↻ 0sentiment 85%
- $ARX underappreciated tailwind softer market = carriers pull MGA capacity = high quality volume flows to $ARX https://t.co/rjOyTT2ZVj2026-06-05♥ 1↻ 0sentiment 75%
- $ARX am I dreaming, or did we actually see some buyers stepping in for the closing auction today? this stock is so chronically undervalued, it's laughable it either trades like a shitco (like it does right now, really anything below $21 IPO), or at the premium it should trade2026-06-04♥ 1↻ 0sentiment 80%
- $ARX sell side starting to get it - TD: $30 PT - WB: outperform https://t.co/ZEfZJcB78t2026-06-04♥ 4↻ 0sentiment 85%
- $ARX GOLDEN DAY OF INSURANCE - CAPITAL ROTATION wait until the market finds out that ARX is an AI insulated play growing 20-30% with margins expanding (unlike any peer) while trading 30-50% cheaper https://t.co/Z2cpQj4ShG2026-06-04♥ 2↻ 0sentiment 75%
- @invest091 @Jimmy_Investing don't buy it if you want specialty insurance exposure, go with $ARX wrote a whole piece on it, pinned to my profile lmk if you have questions (just trying to be helpful as business is quite complex)2026-06-03♥ 2↻ 0sentiment 80%
- @ParadisLabs $arx AI value play, 2-3x within a year CEO just today guided to 50% LT EBITDA margins (from 25% today) and 20-25% topline growth - trades <11x EBITDA lol article on my profile if case interested2026-06-03♥ 8↻ 0sentiment 80%
- $ARX excited for this next catalyst on the road back to $30! if you want to learn more about my top pick and hear from the CEO, I'd encourage you to watch the pitch at William Blair's Growth Stock Conference tomorrow June 3 - 10.20a ET https://t.co/FFESeJyYa82026-06-02♥ 3↻ 0sentiment 75%
- @boredbull786 just buy $ARX both give you specialty insurance exposure, though $RYAN is exposed to soft cycle while $ARX is not, and they lack a concrete AI play2026-06-02♥ 2↻ 0sentiment 75%
- $ARX the closing auctions are brutal especially when jane street is involved https://t.co/cbaPJ7dc7F2026-06-01♥ 2↻ 0sentiment 72%
- $ARX love to see my top pick for this year starting to get more attention across institutional (you know who you are) and retail channels fantastic and improving fundamentals, great mgmt, hidden AI beneficiary, low float lfg2026-06-01♥ 7↻ 0sentiment 92%
- $arx now, let the rerating begin PRICE DISCOVERY https://t.co/RvtIvSZvOY2026-05-22♥ 3↻ 0sentiment 78%
- $arx open interest is virtually all calls, pointing to >$20 over next few months I think has good chances of getting there faster2026-05-21♥ 3↻ 0sentiment 75%
- $arx wait until the sell and buy sides fully price this an AI beneficiary growing 20-30% topline and >30% earnings through the P&C cycle still <10x fwd EBITDA >$17.50 we're in price discovery https://t.co/jFxLhfJ0sq2026-05-21♥ 4↻ 0sentiment 75%
- today might be the first day ever where I'm looking forward to the eod price action on $ARX2026-05-19♥ 3↻ 0sentiment 65%
- $ARX beautiful - sell side starting to wake up yesterday wells fargo upgraded, today piper sandler td cowen directionally right at $30 https://t.co/SzEL0xRV6l2026-05-19♥ 2↻ 0sentiment 80%
- $arx beautiful several $1-2m institutional buys/ short covering via dark pools over past few days (on top of accelerated buyback) given low float, I expect positioning to take several days https://t.co/E5QfDppUmx2026-05-18♥ 2↻ 0sentiment 75%
- $ARX I expect analysts to move their price targets up over next few days (like wells fargo) not that I care about it because sell side almost always follows the trend - but I expect it’ll draw more eyeballs on the name see below https://t.co/ijw86oahmo2026-05-18♥ 2↻ 0sentiment 70%
- $arx this company will do $300-320m EBITDA NTM, growing 20-30% p.a. for next 3-5 years - that's ~9x EV/EBITDA NTM lol q126 was a clearing event: they're performing exceptionally well in a widely feared softer market, and still growing ~30% through it (imagine what happens when2026-05-14♥ 4↻ 0sentiment 85%
- $arx this is a $25 stock over next months2026-05-14♥ 2↻ 0sentiment 85%
- $arx OPEN THE MARKET2026-05-13♥ 3↻ 0sentiment 75%
- $arx q126 first impressions - good quarter - double beat (as I said and expected) not sure why market has sold this off this hard tbh - it's priced at <8x fwd EBITDA - pathetic for a business with this quality + EWP +16% y/y + third-party written premium 41% of total +1% q/q2026-05-13♥ 4↻ 1sentiment 80%
- $arx nothing like a >5% down day going into earnings on no news whatsoever https://t.co/WQTEJMnQri2026-05-13♥ 4↻ 0sentiment 72%
- @blondesnmoney look at $arx!!! you'll love it :)2026-05-11♥ 2↻ 0sentiment 80%
- $arx this bipolar price action is unheard of mostly +3/5% intraday last couple of days only to get pushed down in last 30min (nice work market makers!!) needs a good release as a clearing event, which I’m confident about it’ll be wonderful2026-05-11♥ 3↻ 0sentiment 72%
Supporters · 1048
ranked by ethos (highest first) · click any face
Recognized · 285
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Never seen before · 61
lowest signal
ethos:Untrusted< 800Questionable800–1199Neutral1200–1399Known1400–1599Established1600–1799Reputable1800–1999Exemplary2000–2199Distinguished2200–2399Revered2400–2599Renowned2600+Never seen before