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@Arya__Deniz Avatar @Arya__Deniz Arya Deniz

Arya Deniz posts on X about $gev, $vst, $be, $nvda the most. They currently have XXXXX followers and 1259 posts still getting attention that total XXXXX engagements in the last XX hours.

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Social Influence

Social category influence stocks finance cryptocurrencies technology brands countries currencies

Social topic influence $gev, $vst, $be, $nvda, gas, ai, to the, deep dive #664, $10bn, $6bn

Top accounts mentioned or mentioned by @citrini7 @billackman @jbulltard1 @jaredkubin @drowsyinvestor @hkuppy @bgurley @blondesnmoney @marknewtoncmt @altcap @cornelialake @trendspider @seawolfcap @purpledrinkllc @danielsloeb1 @volsignals @chamath @johnarnoldfndtn @pulte @taobanker

Top assets mentioned GE Vernova Inc. (GEV) Vistra, Corp. (VST) Bloom Energy Corporation (BE) NVIDIA Corp. (NVDA) Adobe, Inc. (ADBE) Fair Isaac, Corp. (FICO) American Eagle Outfitters (AEO) Abercrombie & Fitch Co. (ANF) Bitcoin (BTC) Applied Blockchain, Inc. Common Stock (APLD) IREN Limited (IREN) Texas Instruments (TXN) Aditus (ADI) PepsiCo, Inc. (PEP) Sweetgreen, Inc. (SG) Novo-Nordisk (NVO) Eli Lilly and Company (LLY) SATS (Ordinals) (SATS)

Top Social Posts

Top posts by engagements in the last XX hours

"$GEV - they have roughly zero long term liabilities. Good move more to come $GEV boosts buyback to $10Bn from $6Bn and presented 2026 financial guidance"
X Link 2025-12-09T21:14Z 1879 followers, 1673 engagements

"$ADBE stopped going down following earnings - a 5-7% OTM options play for earnings can have tremendous upside tonight"
X Link 2025-12-10T18:43Z 1879 followers, XXX engagements

"Deep Dive: Fair Isaac Corporation $FICO Fair Isaac Corporation (FICO) has achieved what few companies ever do its become practically synonymous with the service it provides. The ubiquitous FICO Score underpins the vast majority of consumer lending decisions in the U.S. giving FICO a tollbooth-like position in the credit ecosystem. This entrenched role coupled with savvy management and a high-margin business model has turned FICO into a profit machine for long-term shareholders"
X Link 2025-03-23T22:50Z 1873 followers, XXX engagements

"@johnarnold 10/10 building overall - feel like its a scale issue. Itd be hard to put a Rothko Hopper Piccasso et al. painting up there. I cant think of many artists who made pieces at that scale. maybe a permanent Damien Hirst exhibition Bull in a tank"
X Link 2025-12-01T03:01Z 1874 followers, 1259 engagements

"$AEO up XX% after hours after strong top and bottom line beats"
X Link 2025-12-02T21:12Z 1874 followers, XXX engagements

"$GEV $VST $BE are good proxies for this thesis. The most reflexive outcome is overbuilding energy capacity over the next X years due to amplified projections which I think are coming"
X Link 2025-12-07T20:25Z 1870 followers, XXX engagements

"In a robot like the one in @zephyr_z9 diagram below every motor joint sensor and power module must convert messy real-world signals (force torque motion battery/power feedback data) into precise noise-free digital data OR drive actuators cleanly and reliably. $TXN and $ADI make the plumbing of robotics real Thats what $TXN and $ADI specialize in. Their focus on mixed-signal chips power-management ICs motor drivers analog-to-digital converters isolation current sensing and other hardware that ensures each joint sensor and power circuit performs stably and safely at scale. Without that layer a"
X Link 2025-12-08T16:28Z 1873 followers, XXX engagements

"Keep selling US Treasuries when Pepsi Co is laying off people - XX Year UST is the highest risk/reward trade for 2026"
X Link 2025-12-08T21:07Z 1867 followers, XXX engagements

"Soros on Soros On derivatives & risk management"
X Link 2025-12-09T01:51Z 1874 followers, XXX engagements

"@blondesnmoney I am trying to understand Japanese yens total collapse against USD and Euro. Dont get it"
X Link 2025-12-10T00:53Z 1864 followers, XX engagements

"@drpetetobin If we dig into the $IWM components youd see that around XX% of them have no earnings. Have to disagree with you here - they definitely are not trading at bubble like multiples when you take earnings growth/debt levels into account"
X Link 2025-12-10T22:29Z 1875 followers, XX engagements

"@drpetetobin Oh yeah that I agree with for sure. That said market knows the themes you mentioned are overvalued and the market has not punished them yet. I still remember the XXX% rally of $SG $CAV et al in 2024 while I was short. Timing is everything"
X Link 2025-12-10T22:42Z 1875 followers, XXX engagements

"Locals know H200 from $NVDA will be bought like's there's no tomorrow as there's no alternative available Current narrative in the USA that keeps $NVDA down is silly. I dont know what the next catalyst is going to be but am confident numbers in the upcoming quarter will show"
X Link 2025-12-10T02:14Z 1876 followers, XXX engagements

"@ShortSeller I really don't think this healthcare rally is going to be a fluke. Hope $NVO joins $LLY and healthcare insurers recover sometime in 2026"
X Link 2025-12-06T20:36Z 1879 followers, 12K engagements

"I am not sure why $VST price action has been abysmal in 2025 - if it is due to the price action related to natural gas see below: As of Aug. X 2025 Vistra had hedged approximately XXX% of its expected generation volumes for 2025 and approximately XX% for 2026"
X Link 2025-12-06T21:21Z 1879 followers, 1018 engagements

"@BillAckman Hard to put a legend down - market couldnt and anchor definitely can not"
X Link 2025-12-11T04:40Z 1879 followers, XXX engagements

"Deep Dive: UWM Holdings Corp $UWMC Coming out of real estate private equity the mortgage sector has always been one I track closely. It is inherently reflexive - credit availability drives housing demand which then feeds back into lender profitability and equity values. Few industries showcase the boom-bust cycle more vividly. Since the Fed began its hiking cycle mortgage origination has been effectively dormant for nearly four years. With the September FOMC delivering the first 25bp rate cut the question is simple: where is the highest convexity in this rebound My conclusion is mortgage"
X Link 2025-09-18T19:01Z 1879 followers, 2816 engagements

"Deep Dive: Bloom Energy $BE This is most likely the last deep dive Ill make for 2025. In the fund $BE is the highest beta stock to AI CapEx story. The stock had a tremendous run in 2025 - one of the best performing stocks in the world. In November it got hit hard and is currently off 30%+ from its all-time-highs. Link to the article:"
X Link 2025-12-01T22:23Z 1879 followers, 6413 engagements

"Soros on Soros In the following year 1969 we established another small fund with a capital of $X million called the Double Eagle Fund. This was a hedge fund I gave up the model portfolio left Arnhold & S. Bleichroeder and set up my own hedge fund in 1973. He was 43"
X Link 2025-12-11T01:59Z 1879 followers, XXX engagements

"$SATS owns X% of SpaceX and is not a joke of a company. It ran a lot past week but the mark to market for SpaceX at around $1.5Tn puts $SATS stock to $XXX. Another XX% upside from here"
X Link 2025-12-11T13:30Z 1879 followers, XXX engagements