@Alpaca_Capital Avatar @Alpaca_Capital Alpaca Capital

Alpaca Capital posts on X about $zim, red, sea, $rig the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

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Social Influence

Social category influence finance 30.1% stocks 30.1% cryptocurrencies 8.74% countries 7.77% technology brands 6.8% financial services 0.97% gaming 0.97% products 0.97% currencies 0.97% automotive brands 0.97%

Social topic influence $zim 11.65%, red 6.8%, sea 6.8%, $rig #94, $val #46, in the 4.85%, $ne #888, company 4.85%, money 4.85%, ai 4.85%

Top accounts mentioned or mentioned by @invdespistado @ayusovalue @travmoneyofmine @chrismozach @lukewolgram @hkuppy @shaidardashti @remindmeofthis @contrariankiwi @potus @immayieldguy @australianlabor @angustaylormp @liberalaus @ft @tininvestor @edark94 @joeriwestland @sandoncapital @fredwoollard

Top assets mentioned ZIM Integrated Shipping Services Ltd. (ZIM) Transocean LTD. (RIG) Validity (VAL) Noble Corporation (NE) Workday Inc (WDAY) Adobe, Inc. (ADBE) TORM plc Class A Common Stock (TRMD) Scorpio Tankers Inc. (STNG) Spirit Airlines, Inc. (SAVE) SPDR GOLD ETF (GLD) dHedge DAO (DHT) ARDMORE SHIPPING CORPORATION (ASC) Alphabet Inc Class A (GOOGL) Now Coin (NOW) Frontline Ltd. (FRO) Borr Drilling Limited (BORR) Tidewater, Inc. (TDW) Blue Owl Capital, Inc. (OWL) ParaSwap (PSP) Blackstone, Inc. (BX) Tokenomy (TEN)

Top Social Posts

Top posts by engagements in the last [--] hours

"Turned out to be an incredible trade for the $RIG bonds. The Global Marine 28s are at [------]. Gross return 100% over two years What's the bear case to $RIG bonds in the 40s Honest question given the underlying drivers for the S&P downgrade have already been shown as incorrect (e.g. backlog and day rates won't improve). $DO $NE $VAL $BORR What's the bear case to $RIG bonds in the 40s Honest question given the underlying drivers for the S&P downgrade have already been shown as incorrect (e.g. backlog and day rates won't improve). $DO $NE $VAL $BORR"
X Link 2024-04-05T19:12Z [----] followers, [----] engagements

"$RIG should sell the jackups and make the $VAL management and commercial team redundant. These floaters are worth far more in Transoceans hands and we can now remove one undisciplined player from tendering. Positive development for the offshore thesis. $RIG to acquire $VAL in all-stock transaction. Wow. I believe RIG is the most price-disciplined offshore driller; acquiring a less disciplined contract driller is positive for dayrates. VAL's 7G's a good fit for RIG. Question will be what RIG wants to do w/ the jackup rigs https://t.co/bhl14nsKyQ $RIG to acquire $VAL in all-stock transaction."
X Link 2026-02-09T20:43Z [----] followers, [----] engagements

"@invdespistado @RemindMe_OfThis Lots of uncertainty due to damning local reports offset by nothing to see here from the company and government officials. Bias of the latter is obvious some for the former as well. People are wearing a lot of risk on the long side"
X Link 2026-02-12T20:58Z [----] followers, [--] engagements

"It appears NEWC hadnt found the elusive bottom. $WHC.AX $NHC.AX"
X Link 2023-02-16T20:35Z [----] followers, 16.5K engagements

"Long $KORU. I havent felt this degenerate in a while"
X Link 2026-01-08T03:17Z [----] followers, [---] engagements

"Offshore continues to experience weakness. I can only presume its because Mohnish is bearish. Holding $RIG and $NE from much lower and have been revisiting whether to add but really want Mohnish to capitulate first. Mohnish on offshore $NE $RIG $TDW $VAL https://t.co/cYlu1DuzUE https://t.co/sAQNSzKFsW Mohnish on offshore $NE $RIG $TDW $VAL https://t.co/cYlu1DuzUE https://t.co/sAQNSzKFsW"
X Link 2026-01-15T06:21Z [----] followers, [---] engagements

"Im sure all this market volatility wont help $TIGRs margins. Oh wait. Tiger Brokers Number of Funded Clients reached [----] million in Q3🚀 $TIGR has had steady growth every quarter & is now stronger than ever in Q3 [----]. Looking forward to seeing the trend continuing in the Q4 results which will be released in late Feb/March https://t.co/RqjG1TNcr7 Tiger Brokers Number of Funded Clients reached [----] million in Q3🚀 $TIGR has had steady growth every quarter & is now stronger than ever in Q3 [----]. Looking forward to seeing the trend continuing in the Q4 results which will be released in late"
X Link 2026-01-18T01:13Z [----] followers, [----] engagements

"@ContrarianKiwi I picked up some July calls for $TIGR so unfortunately it will be flat until August. Then rally"
X Link 2026-01-21T03:13Z [----] followers, [---] engagements

"Is the PE/PC narrative finally breaking with $OWL being shot today and $BX et al also getting hammered Are people finally realising its all a bunch of shit and software getting crushed may be the catalyst for broader issues If so some $PSP puts seem rather appealing"
X Link 2026-02-04T00:27Z [----] followers, [----] engagements

"Quite an interesting setup. Added to $DHT $ASC and $TEN recently with a combination of common and calls. 1H26 should be big. And now DHT admits: a fundamental shift in fleet ownership is taking place with fleet consolidation by private actors gaining meaningful traction. We expect the aggregators to soon control at least 25% of the compliant tramping VLCC fleet a critical market share. This And now DHT admits: a fundamental shift in fleet ownership is taking place with fleet consolidation by private actors gaining meaningful traction. We expect the aggregators to soon control at least 25% of"
X Link 2026-02-05T01:55Z [----] followers, [----] engagements

"@AyusoValue I love the non-commodity crowd piping up that a DCF is worthless. How are you planning to value an asset with a defined life without a DCF Just slap a 20x historical EBITDA multiple on it and hope for the best Must work great for valuing a copper deposit"
X Link 2026-02-08T21:50Z [----] followers, [---] engagements

"Cartel faction wanted half of production once producing $VZLA tried to offer a higher recurring extortion payment. Employees now killed by cartel. You clearly have a cartel issue. This shouldnt be a $1.4bn company Re Vizsla $VZLA $VZLA.to i have run this report (below) thru Google Translate and copypasted the result. Therefore not my hand but it's a reasonable translation of the original. It has important details of what caused the deaths of the VZLA employees. https://t.co/PVQvHlao1c https://t.co/PiYndVaq7B Re Vizsla $VZLA $VZLA.to i have run this report (below) thru Google Translate and"
X Link 2026-02-09T20:29Z [----] followers, 15.3K engagements

"Investing in commodities on the basis of projected supply shortages is a bet against human ingenuity"
X Link 2026-02-10T01:53Z [----] followers, [----] engagements

"Going long $ADBE at $300 because I hate money. In reality think AI disruption is overblown for deeply engrained software and will likely add some others after a bit more research and thinking (eg $WDAY $NOW). Valuations however still make my head hurt"
X Link 2026-01-26T10:39Z [----] followers, [----] engagements

"I am short Vizala Silver on principle. Truly reprehensible behaviour from a Canadian resource company. I am short Vizala Silver on principle. Truly reprehensible behaviour from a Canadian resource company"
X Link 2026-02-11T02:08Z [----] followers, [---] engagements

"I was told that the Administration was going to completely isolate China and push them out of Western trade. And yet here we are. Thanks to the mutual respect between @POTUS and President Xi the U.S.China relationship has reached a stable but competitive point. Our goal is fair competition and de-risking not decoupling. It is clear that China must rebalance and their persistent $1 trillion trade https://t.co/9Oy2R0ccQJ Thanks to the mutual respect between @POTUS and President Xi the U.S.China relationship has reached a stable but competitive point. Our goal is fair competition and de-risking"
X Link 2026-02-11T02:25Z [----] followers, [----] engagements

"I believe theres a little more nuance to diet composition at differing activity levels in terms of sought outcomes (eg athletics) but can we please kill this idea that low carb is somehow healthier than not low carb"
X Link 2026-02-11T05:22Z [----] followers, [---] engagements

"$EQR.AX @TRAVmoneyofmine @ImmaYieldGuy https://t.co/DmhD1dwMgm @TRAVmoneyofmine @ImmaYieldGuy https://t.co/DmhD1dwMgm"
X Link 2026-02-11T06:54Z [----] followers, [----] engagements

"Now a little over par. $RIG Turned out to be an incredible trade for the $RIG bonds. The Global Marine 28s are at [------]. Gross return 100% over two years Turned out to be an incredible trade for the $RIG bonds. The Global Marine 28s are at [------]. Gross return 100% over two years"
X Link 2026-02-11T07:03Z [----] followers, [----] engagements

"Come on $BWET just creep on up to $42 by end of week"
X Link 2026-02-11T11:02Z [----] followers, [---] engagements

"As if the situation wasnt untenable to begin it keeps getting worse. Burn it down Burn it down"
X Link 2026-02-11T20:46Z [----] followers, [---] engagements

"$VAL management issue solved. Love that you can now just hold $RIG and $NE and call it a day with the combined fleet. * Assuming the merger closes and VAL management are shown the door. Are people still arguing the $VAL valuation is unjustified or have people finally realised management is trash and you just barbell $RIG for flows with $NE for value Both have fantastic management teams. Are people still arguing the $VAL valuation is unjustified or have people finally realised management is trash and you just barbell $RIG for flows with $NE for value Both have fantastic management teams"
X Link 2026-02-11T21:05Z [----] followers, [----] engagements

"So weird. I thought we were decoupling and China had the losing hand in a trade war TRUMP AND XI MAY ROLL BACK TARIFFS FOR UP TO A YEAR SCMP TRUMP AND XI MAY ROLL BACK TARIFFS FOR UP TO A YEAR SCMP"
X Link 2026-02-11T23:24Z [----] followers, [---] engagements

"Were going behind the meter. Big time"
X Link 2026-02-12T11:00Z [----] followers, [---] engagements

"Are people still arguing the $VAL valuation is unjustified or have people finally realised management is trash and you just barbell $RIG for flows with $NE for value Both have fantastic management teams. Me after seeing $VAL locking up a floater for up to [--] years starting [----] @ $375k Me after seeing $VAL locking up a floater for up to [--] years starting [----] @ $375k"
X Link 2025-12-12T19:10Z [----] followers, [----] engagements

"Asking for a friend. $VZLA So I have a question and maybe this is gauche or off base on my part. But if your Canadian publicly-listed company was getting extorted by cartels (who subsequently kidnap and murder several of your employees) and your payments were a cost of doing business and these cartels https://t.co/sFSZsAl1S8 So I have a question and maybe this is gauche or off base on my part. But if your Canadian publicly-listed company was getting extorted by cartels (who subsequently kidnap and murder several of your employees) and your payments were a cost of doing business and these"
X Link 2026-02-11T05:14Z [----] followers, [----] engagements

"Lots of negative press about federal and NSW @AustralianLabor at the moment and @AngusTaylorMP just resigned from the front bench. Presumably to go for leadership tomorrow. How dumb is the @LiberalAus. All they had to do was sit quietly and let Labor get raked in the media"
X Link 2026-02-11T09:58Z [----] followers, [---] engagements

"The risk that is playing out is that the entire administration is crossing lines where remaining in power becomes a necessity for them to maintain their way of life. They will become more brazen and dangerous as this escalates. Bondi: "There is no evidence that Donald Trump has committed a crime" Lieu: "I believe you just lied under oath." Bondi: "Don't you ever accuse me of a crime" Lieu: "Im showing you evidence." I think Pam Bondis "career" has just come to an end today. https://t.co/tkIiu3mQVB Bondi: "There is no evidence that Donald Trump has committed a crime" Lieu: "I believe you just"
X Link 2026-02-11T21:01Z [----] followers, [----] engagements

"$VZLA at US$1.3bn market cap"
X Link 2026-02-12T11:11Z [----] followers, [----] engagements

"No shit your discussion with Claude isnt privileged that data is used to train Claude and becomes public domain. Anything you put into the public domain is not subject to legal privilege. Are you talking to AI about legal matters Be careful. He chatted with Claude about his legal strategy. Then discussed with his lawyers. A Federal judge just ruled that those AI chat logs have zero legal privilege https://t.co/GUwIeLQM9O Are you talking to AI about legal matters Be careful. He chatted with Claude about his legal strategy. Then discussed with his lawyers. A Federal judge just ruled that those"
X Link 2026-02-13T06:34Z [----] followers, [---] engagements

"Why do angel investors judge themselves by the number of companies they invest in Its such an irrelevant metric literally has zero signal in terms of investor quality. Is it just that the vocal angel investors are actually dogshit"
X Link 2026-02-16T03:55Z [----] followers, [---] engagements

"And just like that it disappeared. Australia doing Australian things. $QAN.AX $QAN Still can't believe Qantas CEO sold $17 million of shares at the same time he was making the company buy $500 million of shares all while knowing $15 billion of capex was shortly due and the ACCC was asking them about selling tickets to flights that did not exist $QAN Still can't believe Qantas CEO sold $17 million of shares at the same time he was making the company buy $500 million of shares all while knowing $15 billion of capex was shortly due and the ACCC was asking them about selling tickets to flights"
X Link 2024-01-08T09:12Z [----] followers, [----] engagements

"Im curious how Maersk or any of the global liners would enter into a pay-to-play (bribe) with the Houthis without putting themselves as significant risk of getting caught in existing sanctions anti-bribery laws and of course funding terrorism. $ZIM $AMKBY $HLAG.DE $HPGLY 🔸 MAERSK HASN'T ENTERED DEAL ON RED SEA PASSAGE SAYS SPOKESPERSON 🔸 MAERSK HASN'T ENTERED DEAL ON RED SEA PASSAGE SAYS SPOKESPERSON"
X Link 2024-01-08T14:18Z [----] followers, [----] engagements

"Who would have guessed that the major liners arent negotiating with the Houthis $ZIM HAPAG-LLOYD: NO DEAL WITH HOUTHIS FOR RED SEA SHIPPING HAPAG-LLOYD: NO DEAL WITH HOUTHIS FOR RED SEA SHIPPING"
X Link 2024-01-08T14:35Z [----] followers, [----] engagements

"Rates up. Equities down. Thats the way we do it in a shipping town. $ZIM $ECO $FRO $OET.OL $INSW $DHT $TRMD $STNG $ASC $TNP"
X Link 2024-01-08T15:43Z [----] followers, 10.8K engagements

"Months you say If only people who closely follow this sector could have warned people. If only AP Mller-Maersk chief warns Red Sea shipping disruption may last for months https://t.co/v1cxuoWSKR AP Mller-Maersk chief warns Red Sea shipping disruption may last for months https://t.co/v1cxuoWSKR"
X Link 2024-01-11T10:22Z [----] followers, [----] engagements

"I would not want to be short $ZIM right now. Pentagon: "Tonight the U.S. military in coordination with our partners conducted strikes in Houthi-controlled areas in Yemen. We will have more details to share soon." Pentagon: "Tonight the U.S. military in coordination with our partners conducted strikes in Houthi-controlled areas in Yemen. We will have more details to share soon.""
X Link 2024-01-12T00:09Z [----] followers, [----] engagements

"I thought these Houthi attacks a month ago were a big ole nothingburger $TRMD allegedly halting their vessel transits through the Red Sea for [--] hours to assess. Imagine being Shell or Exxon and having a tanker which is carrying your oil hit by a missile and an oil spill results. Think journalists would miss a chance to flog whoever the oil company is I wouldnt let any of my oil go through the Red Sea if I were an oil co. SCOOP: INTERTANKO which represents 70% of the world's oil and gas tankers has warned members to avoid Yemen for the first time following US/UK strikes Many oil tankers have"
X Link 2024-01-12T12:21Z [----] followers, [----] engagements

"No one wants to hold through the long weekend to eat the inevitable White House announcement of Mission Accomplished the Red Sea is now 100% safe for all commercial vessels. I get it but I find it ridiculous as its a clear indication everyone moving markets think this issue can be resolved over the weekend. Or youve got hot potato where everyone thinks everyone else will sell the headline regardless of whether they believe it. Really silly overall. $ZIM $ECO $OET.OL $FRO $DHT $INSW $NAT $TNP $TRMD $STNG $ASC With an hour left in trading dirty tankers stable at +3% but well off highs. $BWET"
X Link 2024-01-12T20:54Z [----] followers, 10.4K engagements

"When I think of things to short when the SCFI (freight index) is already at 2200/TEU and climbing this is not the cash generation I would want to see. Per Fearnley Securities. $ZIM"
X Link 2024-01-15T06:22Z [----] followers, 34.9K engagements

"Honest question: how are WTI and Brent flat with everything going on #oott #oil"
X Link 2024-01-15T23:46Z [----] followers, 26.5K engagements

"Taking the loss on $SAVE. Not the outcome I expected at all but here we are"
X Link 2024-01-16T19:14Z [----] followers, [----] engagements

"Will be very awkward for Judge Young if Spirit files for bankruptcy and prices go up. What a stupid quip. $SAVE"
X Link 2024-01-16T23:31Z [----] followers, 12K engagements

"Bless whoever made this. $SAVE $JBLU"
X Link 2024-01-17T01:48Z [----] followers, [----] engagements

"Barclays note likely causing concern within the market. To be fair analysis Ive seen is 6-7% fleet growth required to offset Cape routing. Both Barclays and Linerlytica cite these figures although Linerlytica expressly states 2m incremental TEU is required to offset the routing. [----] has gross fleet growth of 3.1m TEU. So without significant scrapping which would be contradictory to high rates and a shortage or material delays in late [----] deliveries the forecast shows oversupply in late [----] assuming current routing continues. So analysts would be forecasting disruptions continue for more"
X Link 2024-01-17T10:52Z [----] followers, 13.9K engagements

"Jefferies upgrades $ZIM to $20 with upside at $27 and downside at $9"
X Link 2024-01-29T10:58Z [----] followers, [----] engagements

"Laughing to myself like an idiot. Too good. @TinInvestor @Edark94"
X Link 2024-02-03T04:28Z [----] followers, [----] engagements

"People not loving the [----] guidance and reflecting in $ZIM as well but lets not forget that Maersk has high contract coverage which wont capture the rate spike. ZIM however is large majority spot and Asia - North America exposed where contract negotiations will settle April/May. Asia - Europe contract negotiations closed earlier and likely dont capture the rates. In short Maersk is experiencing much of the [----] priced in prior to the Red Sea issues although ZIM is actually capturing the rate spike and will continue to do so. 📢 Maersk delivered solid financial results for [----] in line with"
X Link 2024-02-08T10:23Z [----] followers, 14.6K engagements

"I dont understand how people are (1) suddenly shocked that the Red Sea disruptions will be offset by newbuild delivery by end of [----] and (2) reading through Maersks high fixed contract coverage to ZIMs earning capacity due to high spot exposure. Normally Im happy to see the market misprice because it doesnt understand a business but this is representative of major bias and laziness. The reaction and commentary Ive seen come due to the Maersk release is concerning because its been publicly discussed before and everyone apparently chose to ignore the order book. This has been a discussion"
X Link 2024-02-08T19:24Z [----] followers, 16.1K engagements

"At this point I have literally no idea where the market is on $ZIM. More concerning is that the order book is suddenly a surprise to people. I dont understand how people are (1) suddenly shocked that the Red Sea disruptions will be offset by newbuild delivery by end of [----] and (2) reading through Maersks high fixed contract coverage to ZIMs earning capacity due to high spot exposure. Normally Im happy to see I dont understand how people are (1) suddenly shocked that the Red Sea disruptions will be offset by newbuild delivery by end of [----] and (2) reading through Maersks high fixed contract"
X Link 2024-02-08T21:35Z [----] followers, [----] engagements

"I havent watched the Putin interview and to be honest Im not sure I will. However Ive been shocked by how many people Ive spoken with who have watched it and believe Putin is 100% honest everything he says is fact to them because he speaks well and doesnt support woke ideology. I would say thats concerning but reality is thats just human nature I think. Confronting at times but human nature"
X Link 2024-02-09T21:22Z [----] followers, [----] engagements

"People hoping for economic collapse have no concept of the woe they wish upon society for their own delusions of sadistic justice. Like many my grandparents lived through the Great Depression. My grandmother ran a small family farm while my grandfather worked in an Allis-Chalmers transformer factory. They spent their life being angry at nickels for not being dimes. Thankfully their kids enjoyed a much more prosperous life. Those kids endured only glimpses of the Great Depression through their parents scars. Wishing economic ruin and hardship upon an entire society for nothing but your petty"
X Link 2024-02-23T06:12Z [----] followers, 11K engagements

"Approximately one hour and [--] minutes for those who observe. May the odds be ever in your favour. $ZIM"
X Link 2024-03-13T09:39Z [----] followers, [----] engagements

"See you kids on Jupiter. Groote sounds cooked only a few weeks disruption seems similarly unrealistic. Land and port infrastructure is severely damaged not to mention flooding at the mine itself. $S32.AX #S32 $JMS.AX Euroz Hartley on #manganese rally #S32 "There are sufficient stockpiles for a few weeks in China but longer delays will create significant manganese shortages. Manganese prices are weak so potential for a good rally. JMS (owns 50% of Tshipi) is top pick for leverage its in Euroz Hartley on #manganese rally #S32 "There are sufficient stockpiles for a few weeks in China but longer"
X Link 2024-03-20T06:20Z [----] followers, [----] engagements

"@TRAVmoneyofmine Everyone should do their part in shorting Kerrs performance bonus. $S32.AX #S32"
X Link 2024-03-21T01:46Z [----] followers, [---] engagements

"When you're a few days away from long-term capital gains on an oversized position you want to trim and the companies where you want to reinvest the proceeds keep running"
X Link 2024-04-02T18:50Z [----] followers, [----] engagements

"Being an actual director on a company board is a tremendous amount of work. I find it hilarious when people hold multiple board seats while still working. Im sorry but youre half-assing all of those roles supporting your ego rather than the company"
X Link 2024-04-18T01:41Z [----] followers, 19.8K engagements

"Who pays hundreds of dollars to upgrade to business class for a 90-minute flight I really dont understand it $QAN.AX"
X Link 2024-04-21T02:25Z [----] followers, [----] engagements

"I may be able to commercialise nuclear fusion by end of next year. $TSLA MUSK SAYS MAY BE ABLE TO SELL OPTIMUS BY END OF NEXT YEAR https://t.co/JGrNCDXhg8 $TSLA MUSK SAYS MAY BE ABLE TO SELL OPTIMUS BY END OF NEXT YEAR https://t.co/JGrNCDXhg8"
X Link 2024-04-24T00:08Z [----] followers, [----] engagements

"Manganese looking a whole lot like the container trade of 2020-2022. Likely 12-24 months of super profits and the market is mostly ambivalent at the moment. Added more $JMS.AX this morning. $NMM $DAC $ZIM $GSL $CMRE"
X Link 2024-04-29T03:27Z [----] followers, [----] engagements

"Friendly reminder to check for convertible notes if you think a company has surprisingly high short interest"
X Link 2024-05-01T00:52Z [----] followers, [----] engagements

"The correct outcome would be for Alan Joyce's remuneration to be clawed back following an admission from the company on its conduct. Alas this is Australia and Qantas can do no wrong. $QAN.AX"
X Link 2024-05-05T23:20Z [----] followers, [---] engagements

"Most are probably aware but a little bit of an activist party at Karoon Energy with @SandonCapital and @FredWoollard. $KAR.AX"
X Link 2024-05-08T05:22Z [----] followers, 32K engagements

"Oh buddy. $NGEX.TO $NGXXF"
X Link 2024-05-09T09:41Z [----] followers, [----] engagements

"If I could just be long the $STNG share count Id already be retired. $STNG Q1: - Adj EPS $3.97 - [--] cent Divi - share count up by 1.4M due to RSUs 👎🏼👎🏼 (S8 filing was correct) - Net debt of $810M as if May 8) - Nothing about future SH returns - No surprises or changes in here even with their low net debt https://t.co/LzJKgRdBhc $STNG Q1: - Adj EPS $3.97 - [--] cent Divi - share count up by 1.4M due to RSUs 👎🏼👎🏼 (S8 filing was correct) - Net debt of $810M as if May 8) - Nothing about future SH returns - No surprises or changes in here even with their low net debt https://t.co/LzJKgRdBhc"
X Link 2024-05-09T11:47Z [----] followers, [----] engagements

"Best returns have come from investments where Im averaging up with a few exceptions that I was just buying over time and they happened to be down (eg $NGEX.TO #WA1). Price anchoring means most people will only average down. Changing the mindset is a huge unlock. Weird how often I do better when I average up than when I average down. Weird how often I do better when I average up than when I average down"
X Link 2024-05-09T19:45Z [----] followers, [----] engagements

"Can someone help me better understand how data centres aren't capex treadmills and likely to burn through capital due to constant equipment obsolescence https://www.afr.com/street-talk/global-switch-australia-turns-into-two-horse-race-as-bids-land-20240521-p5jfbb https://www.afr.com/street-talk/global-switch-australia-turns-into-two-horse-race-as-bids-land-20240521-p5jfbb"
X Link 2024-05-21T07:27Z [----] followers, [----] engagements

"Something Ive found interesting is that when you look at the forward cost curves used to support renewable energy projects none of them show declining energy prices as renewable generation penetration increases. Hmmmm. Why is that"
X Link 2024-07-04T08:32Z [----] followers, [----] engagements

"Im not sure how one loses money in shipping over the past four years seriously. If you did its your own fault not the sector. Avoid fintwit tickers if the thesis is- [--]. Sum of the parts [--]. Land bank company [--]. Cyclical company but P/E is so low [--]. Mini-Berkshire [--]. Shipping [--]. popular stock that will forever change things (eg: PTON isnt just iPad on bike but is going to kill gyms) Youre welcome Avoid fintwit tickers if the thesis is- [--]. Sum of the parts [--]. Land bank company [--]. Cyclical company but P/E is so low [--]. Mini-Berkshire [--]. Shipping [--]. popular stock that will forever change things"
X Link 2024-07-07T01:51Z [----] followers, [----] engagements

"Im always excited to celebrate successes like this. Congrats on a life-changing investment 🥳 $FIL.TO $FLMMF Well end to my story in Filo. It is 35% of my portfolio half of it acquired in late [----]. A 9x more or less never sold a share except for buying/selling intraday. I retired [----] thanks to $FILO. I cycled to Vicua and visited it. The management was always trustworthy thanks https://t.co/GjYIAUaD8w Well end to my story in Filo. It is 35% of my portfolio half of it acquired in late [----]. A 9x more or less never sold a share except for buying/selling intraday. I retired [----] thanks to"
X Link 2024-07-30T07:21Z [----] followers, [----] engagements

"Question to the offshore people. Any hypotheses for why $NE and $VAL have traded so weak in August Both at or near 52-week lows. US-listed offshore dumped at the start in the liquidity unwind and have been flat/down since"
X Link 2024-08-14T20:08Z [----] followers, [----] engagements

"@ChrisMozach @LukeWolgram Its important to remember that the DCF analysis is superior to replacement cost which is why $VTNR is ultimately a zero. 😉"
X Link 2024-08-16T05:01Z [----] followers, [----] engagements

"Finally $ZIM delivered a not terrible earnings report. FY24 guidance: Adj. EBITDA: $2.60-3.00bn up from $1.15-1.55bn EBIT: $1.45-1.85bn up from $0.00-0.40bn"
X Link 2024-08-19T11:09Z [----] followers, [----] engagements

""But Alpaca you just don't understand $VTNR and how debt works." Turns out I just might know a thing or two. @ChrisMozach @LukeWolgram Its important to remember that the DCF analysis is superior to replacement cost which is why $VTNR is ultimately a zero. 😉 @ChrisMozach @LukeWolgram Its important to remember that the DCF analysis is superior to replacement cost which is why $VTNR is ultimately a zero. 😉"
X Link 2024-09-25T00:03Z [----] followers, [----] engagements

"Pretty over EBITDA as a standard metric. Was pitched a roll-up strategy of asset heavy businesses. 3x EBITDA super cheap. Asked what maintenance capex looks like which they stumbled on. Asked what cash earnings theyre buying at. Didnt know. Just 3x EBITDA. Christ"
X Link 2024-09-26T19:59Z [----] followers, 22.1K engagements

"Something Ill never understand is the constant shift in discussion on a stock to are you short I bet youre short. I hope youre short so you get wrecked. Imagine someone simply discussing the pros and cons of a stock rather than just the pros. What a wild idea"
X Link 2024-10-06T01:31Z [----] followers, [----] engagements

"Thought I'd experiment and feed FY24 filings and investor materials from Dexus GPT and Stockland into NotebookLM. Very impressive in terms of quickly wrapping my head around big topics and trends across all materials and identifying points in materials to directly review. Looking for YouTube Podcasts articles etc. to get up to speed on the Aussie commercial real estate market. Bonus points if there is a specific tilt towards lending/credit. Any suggestions #CRE #Property #AusProperty #RealEstate #REIT Looking for YouTube Podcasts articles etc. to get up to speed on the Aussie commercial real"
X Link 2024-10-15T22:44Z [----] followers, [---] engagements

"Didnt have Phil Mickelson as an oil and gas shitco connoisseur on my [----] bingo card but Im a big supporter. @CorneliaLake SOC has done everything right and followed the difficult CA process to a T. The consent decree has been agreed to by all relevant Parties (especially federal agencies)and takes precedent over any random state commission. The CCC and SLC know this and are just being true to @CorneliaLake SOC has done everything right and followed the difficult CA process to a T. The consent decree has been agreed to by all relevant Parties (especially federal agencies)and takes precedent"
X Link 2024-10-19T03:22Z [----] followers, 13.5K engagements

"There are a lot of good US-based property (resi and commercial) accounts on here. Are there any good Aussie ones"
X Link 2024-10-24T02:03Z [----] followers, [---] engagements

"@SFR_Investor My dude children are not for everyone. Glad you love being a parent but people deciding to not have kids arent being sold a tragic lie. For many its the other way around telling people they need to have kids to feel satisfied is the other side of tragedy"
X Link 2024-11-02T01:24Z [----] followers, 101.7K engagements

"I have lost far more money due to impatience or feeling that I need to be fully invested (FOMO to an extent) than anything else. It's something I am working on improving. "The big money is not in the buying and the selling but in the waiting" - Charlie Munger"
X Link 2024-11-04T03:56Z [----] followers, [----] engagements

"Some advice. If you're presenting a business case to a lender do not focus on the equity upside. The lender does not care. Focus on the bank case -- ie why the bank is being adequately compensated for its risk. Blows my mind how often equity cases are pitched to credit"
X Link 2024-11-07T05:17Z [----] followers, [----] engagements

"Does Dart add to $EVO.ST post selloff Yes No maintains position No reduces position Yes No maintains position No reduces position"
X Link 2025-04-30T12:37Z [----] followers, [---] engagements

"So Ken Dart appears to be holding firm with his $EVO.ST stake while the company hammers the buyback and investors arent keen to call the bottom. How does this play out"
X Link 2025-05-28T04:47Z [----] followers, [----] engagements

"@bowtiedstocks Never forget Joyce selling his shares in $QAN.AX before announcing the federal investigation and crushing shareholders once he was clear"
X Link 2025-11-20T12:43Z [----] followers, [---] engagements

"Dart holding his stake and $EVO.ST / $EVVTY continues to hammer the buyback with a 5% dividend. Lowest valuation since mid [----] with a compressed multiple (10x P/E) Who is right market or Dart & management"
X Link 2025-12-19T20:04Z [----] followers, [---] engagements

"Im increasingly wondering if Trumps affinity for gold means he views the gold price as a score $GLD $GC $GDX $GDXJ"
X Link 2026-01-21T10:28Z [----] followers, [---] engagements

"So ummmm I guess were just going to go to $5000 Wow. $GLD $GC $GDX So ummmm I guess were just going to go to $5000 Wow. $GLD $GC $GDX"
X Link 2026-01-22T21:39Z [----] followers, [---] engagements

"@rekurencja Im massively long gold miners so generally hedging via puts in $GDX $GDXJ $GLD or $GC. If Im taking risk off but worried about missing a big rally Ill alternatively hedge the upside with the same instruments via calls. Increasingly more challenging as gold refuses to slow"
X Link 2026-01-24T09:36Z [----] followers, [---] engagements

"Just did a quick scan for software companies. I presume the data Im looking at is missing context surely $ADBE isnt on a 12-15x forward PE assuming flat or minor earnings growth from last quarter"
X Link 2026-01-24T10:56Z [----] followers, [----] engagements

"US Gov plugging more into a US-based rare earths company that just so happens to have an equity raise mandate with Cantor Fitzgerald. $USAR"
X Link 2026-01-25T02:42Z [----] followers, [----] engagements

"The driver for this is the immense career risk for decision-makers to leave the incumbent. In short no one ever got fired for hiring IBM still applies to many of these providers like $CRM $TEAM etc"
X Link 2026-01-26T11:29Z [----] followers, [---] engagements

"@TheBloggins A senior at Anthropic is literally complaining on X about how she hates them having to adopt $WDAY and other enterprise-grade systems now that theyve grown. If Anthropic is signing up for these licenses then they arent going anywhere"
X Link 2026-01-26T21:43Z [----] followers, [--] engagements

"@ruima Their quality was lacking in my experience. Has been about five years so perhaps theyve repositioned more upmarket"
X Link 2026-01-28T07:52Z [----] followers, [---] engagements

"@NeilRingdahl Thanks Neil. Really appreciate your thorough response. With Lundins presumably in the tent prior to the Bear Creek acquisition and presuming HSLV wouldnt do the deal without their support I keep asking myself what Im missing on the Bear Creek projects. May never know"
X Link 2026-01-29T10:03Z [----] followers, [--] engagements

"Still think this trade works but sold out of it to put capital to work into much smaller opportunities. Going long $ADBE at $300 because I hate money. In reality think AI disruption is overblown for deeply engrained software and will likely add some others after a bit more research and thinking (eg $WDAY $NOW). Valuations however still make my head hurt. Going long $ADBE at $300 because I hate money. In reality think AI disruption is overblown for deeply engrained software and will likely add some others after a bit more research and thinking (eg $WDAY $NOW). Valuations however still make my"
X Link 2026-01-29T19:55Z [----] followers, [----] engagements

"Markets really washing out anything that had a big last [--] months. Wild to watch"
X Link 2026-02-02T10:05Z [----] followers, [----] engagements

"This is honestly a great question. Have been discussing this a bit for the past year or so. There is some proprietary data which Moodys S&P and Fitch have but that can be overcome. The question is whether these changes can overcome industry inertia for liability outsourcing. @MikeFritzell Dunno. Today was the first day that anyone asked why $MCO gives credit scores to CDOs when you can plug all the data into AI and get a more precise answer with less conflicts of interest. This selling ends when $MCO is 7x TTM and guys are discussing the shape of the FCF decline @MikeFritzell Dunno. Today was"
X Link 2026-02-04T04:10Z [----] followers, [----] engagements

"@thomas_clay @hkuppy Yep. Its an embedded system. Some allocator seats will have this regulatory issue. Some wont. Theyre functionally mandated oligopolies"
X Link 2026-02-04T06:23Z [----] followers, [--] engagements

"@adcock_brett @GavMcCracken Time to get that seed money"
X Link 2026-02-04T06:25Z [----] followers, [---] engagements

"Every once in a while I forget how much I dislike Sam Altman but hes always there to remind me. Like clockwork. OpenAI seems to be thrashing about with no direction or strategy other than make AGI bro while Gemini and Claude are both focused and delivering great products. First the good part of the Anthropic ads: they are funny and I laughed. But I wonder why Anthropic would go for something so clearly dishonest. Our most important principle for ads says that we wont do exactly this; we would obviously never run ads in the way Anthropic First the good part of the Anthropic ads: they are funny"
X Link 2026-02-05T00:37Z [----] followers, [---] engagements

"Anthropic and Google are both delivering and focused. What is OpenAI doing other than bleeding engineers and public meltdowns 🚨BREAKING: Google just dropped another hit It's called PaperBanana and it generates publication-ready academic illustrations from just your methodology text. No Figma. No manual design. No illustration skills needed. Here's how it works: A team of AI agents runs behind the https://t.co/5hmJzuVnsf 🚨BREAKING: Google just dropped another hit It's called PaperBanana and it generates publication-ready academic illustrations from just your methodology text. No Figma. No"
X Link 2026-02-05T00:40Z [----] followers, [---] engagements

"UBS and the ASX havent been doing me any favours on the $SGML / $PLS.AX pair trade. Closed out the short leg after a bit of damage. @giginator_ UBS #Lithium https://t.co/YDwY7xCY6x @giginator_ UBS #Lithium https://t.co/YDwY7xCY6x"
X Link 2023-01-24T07:33Z [----] followers, [----] engagements

Topic Creators

https://lunarcrush.com/api4/public/topic/:topic/creators/v1

Get the top creators for a social topic

input parameters:

Example request:

curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/topic/bitcoin/creators/v1

Example response:

{
  "data": [
    {
      "creator_id": "twitter::1605310254085980161",
      "creator_name": "Bitcoin_Teddy",
      "creator_avatar": "https://pbs.twimg.com/profile_images/1739753415134138368/FrWHMAnb_200x200.jpg",
      "creator_followers": 74293,
      "creator_rank": 1,
      "interactions_24h": [-------]
    }
  ]
}

Schema:

Creators List

https://lunarcrush.com/api4/public/creators/list/v1

Get a list of trending social creators over all of social based on interactions. To get lists of creators by category or topic see the topics and categories endpoints.

Example request:

curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creators/list/v1

Example response:

{
  "data": [
    {
      "creator_name": "elonmusk",
      "creator_display_name": "Elon Musk",
      "creator_id": "44196397",
      "creator_network": "twitter",
      "creator_avatar": "https://pbs.twimg.com/profile_images/2008546467615580160/57KcqsTA_200x200.jpg",
      "creator_followers": 234295750,
      "creator_posts": 3649,
      "creator_rank": 1,
      "interactions_24h": [---------]
    }
  ]
}

Schema:

Creator

https://lunarcrush.com/api4/public/creator/:network/:id/v1

Get detail information on a specific creator

input parameters:

Example request:

curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creator/twitter/elonmusk/v1

Example response:

{
  "data": {
    "creator_id": "twitter::44196397",
    "creator_name": "elonmusk",
    "creator_display_name": "Elon Musk",
    "creator_avatar": "https://pbs.twimg.com/profile_images/2008546467615580160/57KcqsTA_200x200.jpg",
    "creator_followers": 234296337,
    "creator_rank": 2,
    "interactions_24h": 318539577,
    "topic_influence": [
      {
        "topic": "in the",
        "count": 294,
        "percent": 5.88,
        "rank": [--]
      }
    ],
    "top_community": [
      {
        "creator_name": "grok",
        "creator_display_name": "Grok",
        "creator_avatar": "https://pbs.twimg.com/profile_images/1893219113717342208/Vgg2hEPa_200x200.jpg",
        "count": [---]
      }
    ]
  }
}

Schema:

Creator Time Series

https://lunarcrush.com/api4/public/creator/:network/:id/time-series/v1

Get time series data on a creator.

input parameters:

Example request:

curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creator/twitter/lunarcrush/time-series/v1

Example response:

{
  "config": {
    "network": "twitter",
    "influencer_id": "twitter::988992203568562176",
    "interval": "1w",
    "start": 1769990400,
    "end": 1770681600,
    "bucket": "hour",
    "name": "lunarcrush",
    "remote_api": "danode1-13",
    "generated": [----------]
  },
  "data": [
    {
      "time": 1769990400,
      "followers": 305326,
      "interactions": 717,
      "posts_active": 14,
      "creator_rank": [------]
    }
  ]
}

Schema:

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