@DeepSailCapital Avatar @DeepSailCapital Deep Sail Capital

Deep Sail Capital posts on X about ai, software, asics, $7936t 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 stocks 44.06% finance 15.38% cryptocurrencies 12.59% currencies 3.5% fashion brands 3.5% technology brands 2.8% exchanges 1.4% countries 0.7% automotive brands 0.7% social networks 0.7%

Social topic influence ai 5.59%, software #1495, asics 3.5%, $7936t 3.5%, what is 2.8%, $regi 2.8%, $sbac 2.8%, what to #1714, the great #1591, list 2.1%

Top accounts mentioned or mentioned by @logicalthesis @fundasyinvestor @lsvalue @crosscheckc @davelougee @majgeoinvesting @evantindell @capitalshipyard @capitalobserver @investspecial @longequity @casinocapital @jerrycap @vertiv @australiannavy @chiwizardry @stocksstones @wolfofharcourt @tickerplus @r8limit

Top assets mentioned Resistance Girl (REGI) SBA Communications Corporation (SBAC) Carvana Co. (CVNA) Quantum Computing Inc. (QUBT) BOK Financial Corp (BOKF) Cellebrite DI Ltd. Class A Ordinary Shares (CLBT) MercadoLibre Inc (MELI) On Holding AG (ONON) Bitcoin (BTC) D-Wave Quantum Inc. (QBTS) Rigetti Computing, Inc. Common Stock (RGTI) Plug Power, Inc. (PLUG) LightLink (LL) Tradetomato (TTM) Mobileye Global Inc. (MBLY) CatCoin (CAT) Crown Castle Inc (CCI) Amazon.com, Inc. (AMZN) Axon Enterprise, Inc. (AXON) Robinhood Markets, Inc. (HOOD) TechCreate Group Ltd. (TCGL) Credo Technology Group Holding Ltd (CRDO) uniQure N.V. (QURE) Palantir Technologies Inc. (PLTR)

Top Social Posts

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

"Anyone have any new ideas in 10-100 Bagger land As a reminder they generally need to: Be small enough (below $5B Market cap) Have the ability to reinvest capital at high rates Have a large addressable / potential market Have a good management team"
X Link 2025-06-17T20:56Z 56K followers, 166.2K engagements

"At some point $AXON will finally be cheap enough"
X Link 2026-02-03T18:41Z 56K followers, [----] engagements

"All exchanges fintech crypto and betting apps are converging. Everyone wants more verticals more liquidity more profit pools. $HOOD was once an N of [--] now its competing with crypto exchanges Kalshi brokers and fintechs. AI + a more open SEC = competitive accelerant"
X Link 2026-02-11T02:52Z 56K followers, [----] engagements

"VMS notes. Had a great discussion with a former Constellation Software ( $CSU.TO $CNSWF ) portfolio manager who now runs a VMS consolidator. His take on how AI will really impact vertical market software is not what most people expect: Had a great discussion with a former Constellation Software ( $CSU.TO $CNSWF ) portfolio manager who now runs a VMS consolidator. His take on how AI will really impact vertical market software is not what most people expect:"
X Link 2026-02-03T21:02Z 56K followers, 12.5K engagements

"The Great Software Reckoning of 2026: What to short what to buy https://open.substack.com/pub/shortscorner/p/the-great-software-reckoning-of-2026r=2y44z&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/shortscorner/p/the-great-software-reckoning-of-2026r=2y44z&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2026-02-04T16:57Z 56K followers, 25.9K engagements

"The Shortlist - Update 2/6 https://open.substack.com/pub/shortscorner/p/the-shortlist-update-26r=2y44z&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/shortscorner/p/the-shortlist-update-26r=2y44z&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2026-02-06T22:30Z 56K followers, [----] engagements

"Performance Update: Since the initial shortlist was posted on 11/17 the average return of the shortlist is -41%. Full list in post"
X Link 2026-02-06T22:31Z 56K followers, [----] engagements

"The Substack feed is like what Fintwit was in 2016-2020"
X Link 2026-02-10T13:42Z 56K followers, 22.8K engagements

"Singapore / Chinese IPOs strike again. $TCGL - IPOed at $60m valuation @ $4/share in OCT-2025. Due to limited shares and zero borrow trading forums picked it up and squeezed it to $172/share or $3.5B valuation. SEC steps in and halts it due to manipulation"
X Link 2026-02-11T01:30Z 56K followers, [----] engagements

"The Great Software Reckoning of 2026: What to short what to buy - Part [--] https://open.substack.com/pub/shortscorner/p/the-great-software-reckoning-of-2026-1b4r=2y44z&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/shortscorner/p/the-great-software-reckoning-of-2026-1b4r=2y44z&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2026-02-11T18:50Z 56K followers, [----] engagements

"AI has thrown the future of software into reset mode. From here outcomes will bifurcate: Big winners that harness AI to sell more value to customers. And big losers that get competed away as their software becomes a commodity"
X Link 2026-02-13T16:13Z 56K followers, [----] engagements

"Here is my "Sell List - Crap" These are the crapiest companies that I follow and I believe mid term will all be down. Note all these have varying short dynamics including high short float low float manipulative insiders etc so Do your own Due Diligence"
X Link 2023-11-20T16:43Z 56K followers, 90.9K engagements

"If the economy is doing fine inflation has come down and unemployment is historically low why exactly does the Fed need to cut rates"
X Link 2023-12-20T01:36Z 56K followers, 72.1K engagements

"Still would re-up all of mine from last year: $AEP.V $SLYG $CLBT $TOI.V $CLPT Would add: $SNWV"
X Link 2025-06-17T20:58Z 56K followers, 18.6K engagements

"Semi Regular Thread: What is your best short idea right now Please provide ticker and reason why. #shortidea"
X Link 2025-09-18T13:17Z 56K followers, 10.1K engagements

"With a lot of major drawdowns across the high quality space whats the most attractive high quality stock that is down at least 30% Provide a reason why"
X Link 2025-11-17T23:46Z 56K followers, 66.9K engagements

"Credo Technology ($CRDO) The "Software-Like" Hardware Company. Credo sells intellectual property wrapped in plastic. Because their value is in the design & IP not the raw materials their margins are elite"
X Link 2025-12-11T21:19Z 56K followers, [----] engagements

"@long_equity I maintain a list of about [---] high quality growth companies. IMO valuation really depends on growth. $MELI is near the cheapest via my [--] year IRR analysis"
X Link 2025-12-28T17:14Z 56K followers, [----] engagements

"Short Report Review: NUAI - Fuzzy Panda & JV acquisition red flag. $NUAI https://open.substack.com/pub/shortscorner/p/short-report-review-nuai-fuzzy-pandar=2y44z&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/shortscorner/p/short-report-review-nuai-fuzzy-pandar=2y44z&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2025-12-29T14:55Z 56K followers, 20.5K engagements

"Semi Regular Thread: What is your best short idea right now Please provide ticker and reason why. #shortidea"
X Link 2026-01-13T01:49Z 56K followers, 18.5K engagements

"Annual Inquiry: Who are the best small cap ($5B) management teams right now Traits to consider: Executed on what they said Adapted to adversity Strong capital allocation Good communication / IR Skin in the game"
X Link 2026-01-20T00:13Z 56K followers, 42.1K engagements

"$CSU.TO Well Well Well how the turntables have turned"
X Link 2026-01-21T20:42Z 56K followers, 23.7K engagements

"Deep Sail Capital - Q4 [----] Investor Letter is now available on our website. The letter includes our long thesis on Sanuwave Health ($SNWV). The fund returned 34.8% in [----] and 38% in [----] net of fees. https://www.deepsailcapital.com/investor-letters https://www.deepsailcapital.com/investor-letters"
X Link 2026-01-23T18:57Z 56K followers, 17.8K engagements

"Semi Regular Thread: What is your best short idea right now Please provide ticker and reason why. #shortidea"
X Link 2026-01-30T16:18Z 56K followers, [----] engagements

"$QURE is probably the easiest Trump Profiteer target out there. Buy a bunch of calls. Whisper to Trump to force the FDA to reverse its stance of AMT-130 claim its a public benefit to those with Huntingtons. Win win win"
X Link 2026-02-03T15:52Z 56K followers, 13.4K engagements

"Of course $CVNA is holding up because they are not effected by software changes because their core business is funded by DriveTimes ability to take loan losses"
X Link 2026-02-03T19:34Z 56K followers, 12.7K engagements

"$ONON down 6% because AI doesnt wear shoes"
X Link 2026-02-03T19:41Z 56K followers, 10.3K engagements

"@CasinoCapital Chart looks good. Up and too the right"
X Link 2026-02-05T04:07Z 56K followers, [----] engagements

"@majgeoinvesting AI shakes things up in Software. Theres several unanswered questions now and the uncertainty is increased for each companies outcomes. Do the work find the best companies that will get stronger with AI and have good leadership thats a great approach"
X Link 2026-02-05T13:17Z 56K followers, [----] engagements

"@JerryCap Can I interest you in a software payment company sir $ADYEN"
X Link 2026-02-05T23:29Z 56K followers, [----] engagements

"I dont think it matters. Although I do think they hide losses in shady ways. $CVNA is going to be an easy target in a tough environment at these levels. Doesnt matter what you think its what everyone else thinks. Its a no brainer sell IMO. Probably the best one still on the board. https://twitter.com/i/web/status/2019556868625166670 https://twitter.com/i/web/status/2019556868625166670"
X Link 2026-02-05T23:40Z 56K followers, [----] engagements

"@LogicalThesis Definitely $CVNA. $PLTR is gonna trade with software probably beta max to software"
X Link 2026-02-06T15:43Z 56K followers, [----] engagements

"100% - Bitcoin is the best barometer for market speculation I have seen. Chanos: Bitcoin is a barometer of speculative activity among retail investors https://t.co/fz2IR2tVvd Chanos: Bitcoin is a barometer of speculative activity among retail investors https://t.co/fz2IR2tVvd"
X Link 2026-02-08T05:58Z 56K followers, [----] engagements

"The recreational vehicle stocks are all at [--] week highs in anticipation of a rate cute. Its likely a buy the rumor sell the news type situation at some point. $PATK $LCII $THO $WGO"
X Link 2026-02-10T15:17Z 56K followers, [----] engagements

"@FundasyInvestor Yeah sure. $ADYEN $DLO. Any others"
X Link 2026-02-10T19:26Z 56K followers, [---] engagements

"@evantindell Maybe not the only reason but AI and robotics will expand software use cases by a lot. I mean think of all the niche software companies that will be built to manage the millions or even billions of robots that will be walking around"
X Link 2026-02-11T22:44Z 56K followers, [----] engagements

"My [--] cents on $CLBT. FedRamp approval kicks off a federal acceleration (Q1) SCG (drone forensics)+ Corelleum acquisitions add revenue growth on top of that. Management has done a good job adding solid adjacent products so far"
X Link 2026-02-11T23:25Z 56K followers, [----] engagements

"Its a wild mental contradiction to think at the same time people need free grocery stores and lets make money getting people to bet on the [--] minute price movement of bitcoin. Bitcoin up or down [--] minute up/down crypto polymarkets are now live. Powered & secured by Chainlink 🤝 https://t.co/d4PDruOEsz Bitcoin up or down [--] minute up/down crypto polymarkets are now live. Powered & secured by Chainlink 🤝 https://t.co/d4PDruOEsz"
X Link 2026-02-14T00:32Z 56K followers, [----] engagements

"Is there anything left that you can say with high certainty is cheap right now I cant think of one thing equity or otherwise I view as cheap"
X Link 2024-04-03T21:43Z 56K followers, 223.9K engagements

"What is your favorite new long idea that is not AI related"
X Link 2025-11-10T02:06Z 56K followers, 32K engagements

"Creating a part [--] to The Great Software Reckoning to cover even more SaaS Software and Software adjacent companies. Any specific name you want me to cover The Great Software Reckoning of 2026: What to short what to buy https://t.co/6MTTfNO5vK https://t.co/E1PJzDHzzk The Great Software Reckoning of 2026: What to short what to buy https://t.co/6MTTfNO5vK https://t.co/E1PJzDHzzk"
X Link 2026-02-10T01:44Z 56K followers, 14.8K engagements

"$VRT that full year revenue guidance is wild. To have the confidence to guide to 32% growth already wow. $VRT @Vertiv Full year guidance qualifies as an OMG; stock re-rating Full Year [----] Guidance Revenue: $13.5B vs 12.5B est Revenue Growth: 31.9% vs 21.7% est Organic Revenue Growth: 28% vs 19.8% est 1/ https://t.co/MdQzmz7xJC $VRT @Vertiv Full year guidance qualifies as an OMG; stock re-rating Full Year [----] Guidance Revenue: $13.5B vs 12.5B est Revenue Growth: 31.9% vs 21.7% est Organic Revenue Growth: 28% vs 19.8% est 1/ https://t.co/MdQzmz7xJC"
X Link 2026-02-11T14:09Z 56K followers, 10.7K engagements

"@CapitalShipyard Interested why Financial data providers impacted by AI"
X Link 2026-02-14T14:27Z 56K followers, [----] engagements

"$PNG.v. Wow $1.2B is probably about somewhere in the range of [--] Ghost sharks. Each Ghost shark has around $8m of Kraken batteries and sensors in it. $120m revenue just secured. Anduril has secured a A$1.7B (US$1.2B) contract to deliver a fleet of Ghost Shark XL-AUVs to the @Australian_Navy. This is our first international Program of Record. Production is already underway. https://t.co/VZDnU9TyxR Anduril has secured a A$1.7B (US$1.2B) contract to deliver a fleet of Ghost Shark XL-AUVs to the @Australian_Navy. This is our first international Program of Record. Production is already underway."
X Link 2025-09-10T14:03Z 53.9K followers, 19K engagements

"@chiwizardry HPE plays in same end markets"
X Link 2025-09-10T15:36Z 53.9K followers, [--] engagements

"$TSSI Has an edge data center product their modular data centers. Inference is pushing compute away from massive remote data centers out closer to the Edge. One could interpret this as hugely bullish for $TSSI but Edge compute is still very early days"
X Link 2025-09-10T15:38Z 53.9K followers, [----] engagements

"@Stocks_Stones If you assume [--] dozen ghost sharks its $192m [--] dozen would be $280m. No way its $900m Im talking USD not CAD"
X Link 2025-09-10T22:49Z 55K followers, [---] engagements

"Weekend Parlay Bets Thread: Im restarting my weekly parlay bet thread for CFB and NFL. Drop your best parlay bets in the thread and become a legend"
X Link 2025-09-12T18:50Z 53.9K followers, [----] engagements

"Im taking: ND +6.5 LSU [----] South Florida +17.5"
X Link 2025-09-12T18:54Z 53.9K followers, [----] engagements

"@wolfofharcourt E-commerce Penetration growth + high GDP per capita growth in their major markets is an excellent combination for $MELI"
X Link 2025-09-14T13:19Z 54.8K followers, [----] engagements

"Near the highest projected IRR right now in my high quality growth universe. $ONON. $ONON Forward EV to EBITDA is now at 18.7x very close to its historical low of 17.9x set in January [----]. But get this. Since January 2023: - Revenue has grown by 104%. - Gross Margin has improved by 300bps. - Adjusted EBITDA Margin has expanded by 130bps. Fundamentals have https://t.co/2h0endQd7M $ONON Forward EV to EBITDA is now at 18.7x very close to its historical low of 17.9x set in January [----]. But get this. Since January 2023: - Revenue has grown by 104%. - Gross Margin has improved by 300bps. -"
X Link 2025-09-15T19:19Z 54.9K followers, [----] engagements

"Rolling Over $DUOL. Trades at 50x Earnings and 13x sales NTM Duolingo $DUOL -5% again today - imagine buying this name based solely on the chart while ignoring fundamental data like this from @tickerplus : https://t.co/I8XzioHE2y Duolingo $DUOL -5% again today - imagine buying this name based solely on the chart while ignoring fundamental data like this from @tickerplus : https://t.co/I8XzioHE2y"
X Link 2025-09-15T22:08Z 54.9K followers, 10.3K engagements

"Less frequent financial reporting (2 times a year vs [--] times) will lead to lower average equity valuations due to less investor certainty and knowledge of the company progress. Literature is mixed on this but intuitively it makes sense to me"
X Link 2025-09-16T01:01Z 53.8K followers, [----] engagements

"@r8limit Agree. You can see this in Europe. Remember when Adyen used to only do [--] financial reports per year and they missed revenue stock got cut in half in one day"
X Link 2025-09-16T01:38Z 55K followers, [---] engagements

"FYI there is a tiny GAP on the $OPEN Chart at $7.30. We eventually will fall well below that level but good short term target for anyone shorting or looking to short soon"
X Link 2025-09-16T20:47Z 53.9K followers, [----] engagements

"Good thread on the unusual rate cut that just happened. Cutting 25bp while draining liquidity is not stimulative but to average market participant a 25bp cut might sound stimulative. The Fed just quietly admitted were in stagflation-lite. Powell said it best: "Risks to inflation are tilted to the upside and risks to employment to the downside a challenging situation." The economy is stuck between jobs slipping and inflation holding. (a thread) https://t.co/8ExE1w7AU0 The Fed just quietly admitted were in stagflation-lite. Powell said it best: "Risks to inflation are tilted to the upside and"
X Link 2025-09-17T23:19Z 54.7K followers, [----] engagements

"@argosyinvestors Its basically an inverse interest rate trade too so honestly I dont love it in this environment"
X Link 2025-09-18T19:48Z 54.7K followers, [---] engagements

"@tmyrbrgh Also the technology TAM is probably a few billion at maturity. Its a very narrowly applicable technology. High performance via ASICs computing is much better suited for basically all applications"
X Link 2025-09-19T12:34Z 54.7K followers, [---] engagements

"People are clearly confused about what Quantum computing is and they are conflating it with High Performance Computing. Retail lemmings throw the term around as if its the next internet the next AI or the next leap in high-performance computing. Its not"
X Link 2025-09-19T14:10Z 55K followers, 12.3K engagements

"Most of the quantum hype you hear is actually about specialized high-performance computing often powered by ASICs. These chips are purpose-built for tasks like AI training cryptography heavy compute loads and they scale"
X Link 2025-09-19T14:10Z 54.7K followers, [---] engagements

"So while HPC with ASICs can continue to scale with Moores Law alternatives (chip specialization parallelization networking) quantum computing will remain constrained to niche problem sets due to physics"
X Link 2025-09-19T14:10Z 54.8K followers, [---] engagements

"The reality: Quantum computing = narrow domain-specific breakthroughs with extremely limited TAM. High-performance computing with ASICs = broad scalable power. Confusing the two is how hype outpaces reality and you get a bunch of bagholding QUANTUM is the Future morons"
X Link 2025-09-19T14:10Z 54.8K followers, [----] engagements

"Honestly I think is High Performance Computing had a better name that was more distinct from traditional computing this would be less confusing to people"
X Link 2025-09-19T14:10Z 54.8K followers, [----] engagements

"Thats the Four horsemen of quantum shitcos. To be fair there is a bit of differentiation: $QUBT is an absolute fake company posing as a quantum company $QBTS & $RGTI have very niche tech that likely wont amount to anything $IONQ actually might have some real tech but it just proves quantum is not the real deal"
X Link 2025-09-20T00:29Z 55K followers, [---] engagements

"@HFMajorTom Husband and Wives working together has never worked out to my knowledge. Gives me Fisker Vibes"
X Link 2025-09-21T21:55Z 55.1K followers, [---] engagements

"Almost all people that I have talked to or read about that have held [---] baggers have sold some along the way Holding [---] baggers doesnt mean actually getting a 100x return on your full initial capital its getting to 100x on some of your capital. I have also sold multiple 2-10 bags and then watched it go to 30-50 baggers"
X Link 2025-09-22T01:57Z 54.9K followers, [----] engagements

"$QUBT dropping a huge share offering. $500m. Thats $499.7m more than their TTM revenue. Classic grift. $QUBT Quantum Computing Inc. Announces $500 Million Oversubscribed Private Placement of Common Stock Priced at the Market Under Nasdaq Rules https://t.co/nkq4nNQbU9 $QUBT Quantum Computing Inc. Announces $500 Million Oversubscribed Private Placement of Common Stock Priced at the Market Under Nasdaq Rules https://t.co/nkq4nNQbU9"
X Link 2025-09-22T02:58Z 55K followers, 30.6K engagements

"@CapitalObserver Cannabis Quantum Computing EV start ups EVTOLs"
X Link 2025-09-29T22:40Z 55.1K followers, [---] engagements

"What is everyones favorite indicator to track US market liquidity Pulling TAPE A B C data is not very accessible looking for a quick alternative"
X Link 2025-10-01T14:50Z 55.2K followers, [----] engagements

"Here comes the next $RUM Pump $RUM Rumble Announces Partnership With AI-Powered Search Engine Perplexity $RUM Rumble Announces Partnership With AI-Powered Search Engine Perplexity"
X Link 2025-10-02T20:14Z 55.1K followers, [----] engagements

"$TSSI chart looks great. They have a tendency to blow out the next quarter after a light quarter. Full new facility just ramped end of last quarter. Earnings around Nov 5th"
X Link 2025-10-03T14:49Z 55.1K followers, [----] engagements

"Its actually probably better if you have no education and just show up at the beginning of a crazy bull market. Im convinced anyone with any level of education can turn $100k to half a million in [--] months. Im convinced anyone with any level of education can turn $100k to half a million in [--] months"
X Link 2025-10-04T00:30Z 55.2K followers, 11.6K engagements

"$ACHR - Triple top"
X Link 2025-10-07T15:55Z 55.2K followers, [----] engagements

"The math is simple: current data center build power needs far exceed available utility power. Add how slowly utilities expand and the massive sunk cost of keeping these facilities online theyll need their own generation. Gas turbines are the only real option"
X Link 2025-10-07T16:52Z 55.3K followers, 33.2K engagements

"$JOBY doing what it does best dumping shares on investors. 📢 : $JOBY Joby Aviation Announces $500 Million Public Offering of Common Stock 📢 : $JOBY Joby Aviation Announces $500 Million Public Offering of Common Stock"
X Link 2025-10-07T20:56Z 55.3K followers, 18.2K engagements

"@GiacoBocanegra @SixSigmaCapital Im going to the annual meeting in a few weeks to meet management Ill ask about this"
X Link 2025-10-10T13:30Z 55.2K followers, [---] engagements

"When we get a technical break $OKLO $QBTS $QUBT and $RGTI are the best high beta shorts"
X Link 2025-10-10T16:13Z 55.1K followers, [----] engagements

"My retirement plan is making power washer videos on YouTube/ Insta. So satisfying"
X Link 2025-10-13T02:26Z 55.2K followers, [----] engagements

"@danielnewmanUV Quantum has been sold to the lemmings trying to catch the next big thing. Theres a near 100% chance its nothing but a niche research technology everyone will be a bag holder on these as its clear there is no real upside from quantum in a world where HPC via asics rules"
X Link 2025-10-13T20:45Z 55.2K followers, [----] engagements

"@volckerispissed @SSpartanInvest Thats pretty much the long thesis"
X Link 2025-10-14T13:10Z 55.3K followers, [---] engagements

"@RampCapitalLLC Hold USD"
X Link 2025-10-17T01:12Z 55.3K followers, [----] engagements

"Long-Short Value Watchlist: LONG: $MX $KKR $IACI $JAZZ $SNE $SB; SHORT: $ANR $WLT $ANGI $SSTK. Adding back $CRM short here"
X Link 2013-08-07T14:17Z 51.5K followers, [--] engagements

"Long-Short Value Watchlist: LONG: $OME $CBM $NUAN $OAK $SLM $FIG $REGI $SUNE; SHORT: $TSLA $P $ARMH $UNIS $PLUG $DDD $SSYS $UA"
X Link 2014-04-28T14:06Z 51.4K followers, [--] engagements

"Elite Value Investors Top Picks from May 13F Filiings: http://t.co/pDrxHchUJp $LRCX $LH $IDCC $RFMD Bullish http://stks.co/c0aJ6 http://stks.co/c0aJ6"
X Link 2014-05-22T13:32Z 51.4K followers, [--] engagements

"$PLUG Hilarious still way overvalued"
X Link 2014-09-23T19:28Z 51.4K followers, [--] engagements

"Commented on StockTwits: If they pass it $REGI will go to $15 a share easy. http://t.co/wBVOYKhZkJ http://stks.co/q19ck http://stks.co/q19ck"
X Link 2014-12-16T15:32Z 51.4K followers, [--] engagements

"Long Short Value Watchlist: LONG: $REGI $ARCP $GDOT $SUNE $ONNN $EDGW SHORT: $Z $LL $ANGI $GSAT $XOXO $AME $STRP $HSTM"
X Link 2015-03-05T14:59Z 51.4K followers, [--] engagements

"Elite Value Investors May 13Fs: $SLCA $SN $CKP $MVC http://t.co/CcCMCikT5B http://stks.co/r29qG http://stks.co/r29qG"
X Link 2015-05-27T19:52Z 51.4K followers, [--] engagements

"Long-Short Value Watchlist: LONG: $CAFD $REGI $TTM $PLNR $ASPS $BSQR $FSLR: SHORT: $NAVI $AMBA $HLF $SHAK $APOL $HSTM $FIVE $Z"
X Link 2015-08-27T19:54Z 51.4K followers, [--] engagements

"Pairs Trade Idea: LONG $ALV SHORT $MBLY. Seems logical as $ALV is becoming $MBLY major competitor"
X Link 2015-09-02T18:55Z 51.4K followers, [--] engagements

"Long-Short Value Watchlist: LONG: $LHO $INAP $CAFD $TTM $PLNR $ASPS $BSQR: SHORT: $USNA $MBLY $W $LL $NAVI $HLF $SHAK $APOL"
X Link 2015-09-11T13:46Z 51.4K followers, [--] engagements

"Picking over the ruble of MLPs today here are my top picks in a risky space: $WPZ $ETP $TRGP and $TLP. I suggest you buy a bucket"
X Link 2015-12-08T03:42Z 51.4K followers, [--] engagements

"$BOKF and $CFR - the biggest loan impairments won't come until q1. Short entry here"
X Link 2016-01-27T17:21Z 51.4K followers, [--] engagements

"Shorting the top [--] makes sense to me. $BOKF $HBHC and $CFR. https://x.com/fhoro/status/698885898340007936 Energy loans as % of tangible book HT @dfingold and Morgan Stanley. https://t.co/j32SjmYKo2 https://x.com/fhoro/status/698885898340007936 Energy loans as % of tangible book HT @dfingold and Morgan Stanley. https://t.co/j32SjmYKo2"
X Link 2016-02-14T22:57Z 51.4K followers, [--] engagements

"Machinery stocks poised for a pullback analyst says $TEX $CAT $DE $CMI $JOY $MTW $OSK $AGCO $CNHI http://www.seekingalpha.com/news/3158716 http://www.seekingalpha.com/news/3158716"
X Link 2016-03-03T01:43Z 51.4K followers, [--] engagements

"$WSM - I can't believe how much Williams Sonoma has fallen. Looks pretty cheap now any longs here"
X Link 2016-03-22T16:01Z 51.4K followers, [--] engagements

"$BOKF $CFR - updates on energy loan losses should be next week or early the following week. It's likely going to be bad"
X Link 2016-04-04T23:10Z 51.4K followers, [--] engagements

"Any $AMT or $CCI investors want to weigh in on which one is a better Mgmt Footprint"
X Link 2016-04-06T00:54Z 51.4K followers, [--] engagements

"Great $GPC Thesis. Been looking at it as an alternative to $ORLY $AN https://x.com/chesapeakecap/status/720464422389555200 https://x.com/chesapeakecap/status/720464422389555200"
X Link 2016-04-14T12:47Z 51.4K followers, [--] engagements

"$CMG - This chart is going to look horrible come tomorrow. Breaking down to [--] week lows"
X Link 2016-04-27T02:39Z 51.4K followers, [--] engagements

"$EXPE - Crushed it. Wish I owned more. This will be my biggest holding for awhile"
X Link 2016-04-28T20:10Z 51.4K followers, [--] engagements

"@SuchHandsomeMan Lots. Look at $MKL portfolio to see what they think. Chuck Akre follows a similar strategy too"
X Link 2016-05-06T02:53Z 51.4K followers, [--] engagements

"$WRLD - This sounds like it will turn out well. Live Checks to random people so convenient"
X Link 2016-05-06T19:03Z 51.4K followers, [--] engagements

"$MHFI's new ticker symbol reminds me of Spaghetti every time I read it. $SPGI"
X Link 2016-05-13T17:47Z 51.4K followers, [--] engagements

"@LSValue Spaghetti is killing it today. Up 1.75% $SPGI"
X Link 2016-05-16T19:23Z 51.4K followers, [--] engagements

"@LSValue Spaghetti up again over 2%. $SPGI - Over $110 for first time ever breaking out"
X Link 2016-05-24T14:49Z 51.4K followers, [--] engagements

"Anyone Following the $DHR / $FTV Spinoff Anyone done any post spin valuations on $FTV. Working on one now ill post in a bit. Spin June 2"
X Link 2016-06-01T15:03Z 51.4K followers, [--] engagements

"@LSValue $FTV Below $30 looks really cheap. Mid $30s still prob pretty cheap"
X Link 2016-06-01T15:24Z 51.4K followers, [--] engagements

"The worst part about the Dec-Feb market crash is the lack of overvalued Jobs Act IPOs. Makes shorting a real struggle"
X Link 2016-06-02T00:52Z 51.4K followers, [--] engagements

"Do you think $SIG is down more on diamond switching issues or $CONNs results today I think $CONN chart is what $SIG will turn into in [--] yr"
X Link 2016-06-02T22:21Z 53.5K followers, [--] engagements

"Top Weekly Declines on my Super Moat List: $PCLN -10.33% $MCO -9.52% $ADBE -7.28% $BID -6.77% $SPGI -5.79% $EXPE -5.76% $IBKR -5.64%"
X Link 2016-06-29T17:57Z 51.4K followers, [--] engagements

"Comcast has a monopoly on decent internet in Chicago. I hate them so much. $CMCSA http://www.chicagotribune.com/business/ct-comcast-data-cap-0710-biz-20160708-story.html http://www.chicagotribune.com/business/ct-comcast-data-cap-0710-biz-20160708-story.html"
X Link 2016-07-09T13:41Z 51.4K followers, [--] engagements

"@LongVollllll $WST is a solid company good niche a bit expensive"
X Link 2016-07-25T17:19Z 51.4K followers, [--] engagements

"The Next Data Play: Billboard Companies $AMT $CCI $CCO $LAMR $OUT $SBAC http://seekingalpha.com/article/3991909-next-data-play-billboard-companiessource=tweet http://seekingalpha.com/article/3991909-next-data-play-billboard-companiessource=tweet"
X Link 2016-07-27T14:07Z 51.4K followers, [--] engagements

"@BluegrassCap I never got the valuation. I got the story and the model always thought the valuation was crazy"
X Link 2016-07-29T22:46Z 51.4K followers, [--] engagements

"@schaudenfraud Software and Malone Complex are both worth learning"
X Link 2016-08-07T15:27Z 53.5K followers, [--] engagements

"My initial read on 13-Fs: Lots increasing $PYPL $CHTR $SPGI. Malone Complex all over the board. Couple of new funds in $SERV"
X Link 2016-08-15T03:44Z 51.4K followers, [--] engagements

"It's Here it finally came in the mail $LEXEA / $LEXEB I wonder what kind of discount it will have to $EXPE shares"
X Link 2016-10-04T21:50Z 51.4K followers, [--] engagements

"Basic Energy -42% as bankruptcy filing looms $BAS http://www.seekingalpha.com/news/3215904 http://www.seekingalpha.com/news/3215904"
X Link 2016-10-24T13:01Z 51.4K followers, [--] engagements

"$SBAC $AMT $ZAYO $LVLT https://x.com/ryan_knutson/status/793930586180218882 Mark Zuckerberg says part of the reason video is exploding on mobile is bc wireless networks are getting much better. $fb $t $vz $s $tmus https://x.com/ryan_knutson/status/793930586180218882 Mark Zuckerberg says part of the reason video is exploding on mobile is bc wireless networks are getting much better. $fb $t $vz $s $tmus"
X Link 2016-11-02T22:09Z 51.4K followers, [--] engagements

"Highly Franchised Restaurant Stocks have been killing it this year. On Avg up 21% YTD. $SONC $DPZ $PZZA $DNKN $JACK $WING"
X Link 2016-11-04T03:03Z 52.4K followers, [--] engagements

"$SBAC - Real close to buying more here. $AMT is in the same boat"
X Link 2016-11-09T18:46Z 51.4K followers, [--] engagements

"Pro Tip: Sell at Red Dot. $CMG"
X Link 2017-01-10T17:53Z 51.4K followers, [--] engagements

"$KMI - Ready to launch. Trump will repeal pipeline regs and it takes off"
X Link 2017-01-20T15:30Z 51.4K followers, [--] engagements

"Akre Focus Fund Added two new positions as of 1.23.17: $DG and $JE.LON"
X Link 2017-01-24T16:19Z 51.4K followers, [--] engagements

"$AMZN Fresh sounds awesome:"
X Link 2017-02-15T21:19Z 51.4K followers, [--] engagements

"@LookinForValue What's the moat in $LW It's Potatoes right"
X Link 2017-03-23T21:33Z 51.5K followers, [--] engagements

"From Markel Corp Annual Letter to Shareholders: on Diversification & Resiliency: $MKL"
X Link 2017-05-30T01:11Z 51.4K followers, [--] engagements

"$CMG - Ruh-Roh"
X Link 2017-07-10T16:07Z 51.4K followers, [--] engagements

"$CHTR up 13% in premarket"
X Link 2017-07-31T11:20Z 51.4K followers, [--] engagements

"$SNAP has a big hill to climb"
X Link 2017-08-10T20:26Z 51.4K followers, [--] engagements

"@tradingipos @CapitalObserver The business has nothing to do with $GPRO/$FIT but the stock has plenty in common. High hype IPO limited float IPO no borrow no options"
X Link 2017-09-29T19:32Z 51.9K followers, [--] engagements

"CPG (Consumer Packaged Goods) short thesis: $PF $CAG $POST $K"
X Link 2017-10-17T03:52Z 51.4K followers, [--] engagements

"Anyone looking at post $DLPh spinoff $APTV"
X Link 2017-12-06T14:18Z 51.4K followers, [--] engagements

"$GRBK $NVR. https://x.com/CNBCnow/status/943496853307428864 BREAKING: US existing home sales jump 5.6% hitting 11-year high https://t.co/Oy9MnczsFM https://x.com/CNBCnow/status/943496853307428864 BREAKING: US existing home sales jump 5.6% hitting 11-year high https://t.co/Oy9MnczsFM"
X Link 2017-12-20T15:06Z 51.4K followers, [--] engagements

"My Top [--] Longs and Shorts of [----] Results: Average Long was up 26.8%. $LPTH $LEXEA $LILAK $SONC $PYPL Average Short was up 14%. $MFIN $CAT $HCG.TO $TRUP $BGFV"
X Link 2017-12-29T21:18Z 51.4K followers, [--] engagements

"My Top Picks for 2018: [--] Longs and [--] Shorts: Long: $LPTH $ALRM $JD $LEXEA $IESC Short: $LFIN $MDXG $SNAP $MARA $PF"
X Link 2018-01-02T02:48Z 51.4K followers, [---] engagements

"Congrats to the guy that bought $SPGI into the close at $165.75 last night. Me it was me"
X Link 2018-02-06T16:08Z 51.4K followers, [--] engagements

"$SNAP has a very tiny double gap at about [----] to [-----] that has never been closed. Expect to see a move there before a move higher. Gaps always get closed"
X Link 2018-02-13T02:49Z 51.4K followers, [--] engagements

"Pitch me your best small or micro cap idea. One idea with why"
X Link 2018-04-11T16:31Z 55K followers, [---] engagements

"IRA Update: 10% $MA 10% $SBAC 10% $AMZN 10% $SPGI 10% $GOOG 25% $GBTC 15% Passive Index 10% Select microcaps. https://x.com/lsvalue/status/877506910098006017 My IRA is now: 25% Passive Indexes 10% $MA 10% $SBAC 10% $AMZN 10% $SPGI and 10% $GOOG and 25% select microcaps. https://x.com/lsvalue/status/877506910098006017 My IRA is now: 25% Passive Indexes 10% $MA 10% $SBAC 10% $AMZN 10% $SPGI and 10% $GOOG and 25% select microcaps"
X Link 2018-04-24T12:40Z 51.4K followers, [--] engagements

"@bud666ie The balance sheet only improved because of the IPO. Current P/B is about [--]. Also very bearish. It's a short squeeze so be aware of the lack of borrow due to limited float. These take awhile to play out but it will go down to $1 again"
X Link 2018-05-17T22:13Z 51.9K 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