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@AlphaMonk10 Satishan (AlphaMonk)Satishan (AlphaMonk) posts on X about ai, $tsla, $nvda, market cap the most. They currently have XXX followers and XX posts still getting attention that total XX engagements in the last XX hours.
Social category influence stocks XXXXX% technology brands XXXXX% finance XXXXX% automotive brands XXXXX% social networks XXXX% exchanges XXXX% currencies XXXX% cryptocurrencies XXXX%
Social topic influence ai 15.38%, $tsla #1942, $nvda 7.69%, market cap 7.69%, $nflx 7.69%, $amzn 7.69%, youtube 7.69%, tiktok 7.69%, $23b 7.69%, $dis XXXX%
Top accounts mentioned or mentioned by @joecarlsonshow @aswathdamodaran @alc2022 @ricrtp
Top assets mentioned Tesla, Inc. (TSLA) NVIDIA Corp. (NVDA) Netflix Inc (NFLX) Amazon.com, Inc. (AMZN) DisChain (DIS) Palantir (PLTR) Coinbase Global, Inc. (COIN) Mario Coin (COIN) Circle Internet Group, Inc. (CRCL) USDC (USDC)
Top posts by engagements in the last XX hours
"$NVDA Justifying a $XXX trillion market cap requires approximately $XXX billion in revenue by 2030 (year five). This is deemed possible and plausible but not probable primarily because it assumes Nvidia can sustain its current extraordinary margins (53% net margin and XX% ROE). Check out the venerable @AswathDamodaran latest analysis on Trillion dollar Market Caps: Fairy Tale Pricing or Great Businesses"
X Link 2025-12-13T13:18Z XXX followers, XXX engagements
"$NFLX faces serious antitrust scrutiny: DOJ concern: Netflix + HBO Max = XX% US streaming market share (triggers antitrust thresholds) Netflix's defence: YouTube TikTok should count as competitors XX% of HBO Max subs already use Netflix (complementary not competitive) Consolidation enables $2-3B cost savings lower prices Other precedents exist ( $DIS $AMZN ) Political wild cards: Trump initially signalled concerns Hollywood unions oppose deal European regulators will scrutinise heavily Realistic outcome: $NFLX likely faces conditions (forced licensing deals content remedies) rather than deal"
X Link 2025-12-13T13:52Z XXX followers, XX engagements
"The AI revolution Splendid. Admire your optimism @alc2022 Dont you think the maths to $20T Tesla $20T Palantir etc. is quite ambitious even at 50x FCF. My quick back of fag pack calculations: 1/ $TSLA: Latest FCF $4B. Needs $400B/yr. Thats 160M Cybertrucks at $20K profit each. Or 53M forever. XX yrs at current pace. Present value Zilch accretion. 2/ $PLTR: Current $1B FCF. Craves $400B/yr. 6.4B enterprise contracts at $75K profit. Or every firm on Earth buying annually. XXX yrs. Quite the wait for tea. 3/ $HIMS: Current $200M FCF. $20B target. 800M weight-loss jabs at $XX profit. One for"
X Link 2025-12-14T02:59Z XXX followers, 1395 engagements
"$TSLA s neural networks process vast video tokens (e.g. reducing 2B to steering predictions) and its API uses authentication tokens for fleet access but these are internal AI/compute elements. I did not know they were building a blockchain-like token economy or network protocol. Robotaxi visions involve a ride-hailing fleet leveraging FSD potentially for idle compute but this I am told trails Waymos scaled operations and faces latency/connectivity issues"
X Link 2025-12-14T13:25Z XXX followers, XX engagements
"$COIN & $CRCL have a deep strategic relationship centered on USD Coin (USDC) the world's second-largest stablecoin. Historically co-founders they have transitioned into a streamlined commercial partnership where Coinbase holds an equity stake in Circle and both companies share revenue generated from USDC reserves. Makes sense to own both"
X Link 2025-12-14T13:52Z XXX followers, XXX engagements
"Interesting thesis @Ric_RTP but lets pump the brakes on the hype train before calling this a slam-dunk trillion-dollar lock. SpaceXs 2026 IPO is likely as internal memos suggest a $25-30B raise at a current valuation of around $800B potentially increasing further. However $1.5T and biggest ever are speculative until filings are made. Starlink V3 with onboard AI chips and solar power is a good idea for bypassing Earths power crunch but 300-500 GW/year from Starship and eclipsing the US grid in two years are not supported by public engineering. These are likely back-of-envelope calculations."
X Link 2025-12-15T14:43Z XXX followers, XXX engagements