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@DoctorKillinger Dr. 🅰️ KillingerDr. 🅰️ Killinger posts on X about $pgy, $asts, ai, $sats the most. They currently have XXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.
Social category influence stocks XXXXX% finance XXXXX% cryptocurrencies XXXX% technology brands XXXX% countries XXXX%
Social topic influence $pgy #20, $asts #204, ai 6.98%, $sats #80, spacex 4.65%, $800b 4.65%, $goog 4.65%, $spy 4.65%, $cccm 2.33%, investment XXXX%
Top accounts mentioned or mentioned by @investordenis @apphyd @deitaone @blackapple @guywithumbrella @spacanpanman @gelengleng @rklb4ever @astspacemobile @pilotinvestor7 @mrderivatives @silberschmelzer @wallstengine @grok @endless_frank @therealdonaldc3 @puffery69 @gregcoo82535188 @youracc54783700 @pluggingaway
Top assets mentioned Pagaya Technologies Ltd. Class A Ordinary Shares (PGY) AST SpaceMobile, Inc. Class A Common Stock (ASTS) SATS (Ordinals) (SATS) Alphabet Inc Class A (GOOGL) SPDR S&P XXX ETF Trust (SPY) Columbus Circle Capital Corp I Class A Ordinary Shares (CCCM) Rocket Lab USA, Inc. Common Stock (RKLB) Verizon Communications Inc. (VZ) AT&T Inc. (T) American Tower Corp (AMT) BCE, Inc. (BCE) SoFi Technologies, Inc. Common Stock (SOFI) RAI Finance (SOFI)
Top posts by engagements in the last XX hours
"$CCCM For a XX% BTC price increase (e.g. from $121500 to $170100) CCCM shareholders investment would increase by XXXXX% (e.g. $10000 to $11442.97 for 1000 shares) due to the XX% allocation and dilution across XX million shares (20000000 Class A + 5000000 Class B)"
X Link 2025-07-14T15:24Z XXX followers, XXX engagements
"$PGY weakness lately: largest tranche of $XXXXX million with top ratings of AAA priced at 1.5%pts above the benchmark rate (prev guidance of 1.25-1.3 %pts); lowest-rated part of the $XXX million offering priced at XXX %pts above the benchmark init target range was 6.5-6.75 %pts"
X Link 2025-12-02T19:58Z XXX followers, XXX engagements
"@InvestorDenis @app_hyd $PGY the new structures are meant to transfer credit risk sooner and more completely to institutional investors though there's no guarantee that will hold if credit/macro environment changes; from past we know management may take on more risk to keep credit flowing"
X Link 2025-12-05T12:09Z XXX followers, XXX engagements
"@InvestorDenis @app_hyd $PGY for that cohort of borrowers (the roles susceptible to AI replacement) which are the core borrowers pgy underwrites loans to. if that happens personal loan delinquencies will move up (this is the bulk of risk retention) while auto collateral will also worsen. 3/3"
X Link 2025-12-05T13:42Z XXX followers, XXX engagements
"$PGY Pagaya's $XXX million junk bonds due in 2030 traded at XXXXX cents on the dollar on Nov XX. The Tricolor holdings bankruptcy is still radiating fear around lending names"
X Link 2025-12-02T20:01Z XXX followers, XXX engagements
"@InvestorDenis @app_hyd $PGY as you can in the previous chart see there's always a base line amount of write-downs but also events where those can spike as their holdings in fair-value available for sale loan/abs positions are directly sensitive to credit assumptions and discount rates"
X Link 2025-12-05T12:21Z XXX followers, XXX engagements
"@InvestorDenis @app_hyd $PGY so now the market is laser focused on two things: 1) tricolor-driven stress in auto lending which leads to harsher lens for new auto ABS deals and corp. debt and 2) tariff and AI driven income&employment shocks as AI adoption accelerates job losses for lower tier borrowers"
X Link 2025-12-05T12:34Z XXX followers, XXX engagements
"@InvestorDenis @app_hyd $PGY on risk #2 PGY's borrowers tend to skew non-prime/near-prime. remember they are a second-look underwriter; after a bank has already said no in the background the app goes to pagaya and other second look underwriters for a. second look. 1/n"
X Link 2025-12-05T13:36Z XXX followers, XXX engagements
"@InvestorDenis @app_hyd $PGY these second-look borrowers typically work in services logistics customer support and similar roles that are increasingly exposed to automation and AI tools. unemployment may well accelerate above the general unemployment rate due to AI adoption. 2/n"
X Link 2025-12-05T13:38Z XXX followers, XXX engagements
"@spacanpanman Is that why $SATS is spiking"
X Link 2025-12-05T18:52Z XXX followers, XXX engagements
"$ASTS SpaceX eyes $800B valuation in share sale talks WSJ reports. Starlink's valuation is around XX% which would translate to around $XXX billion or the equivalent of $ASTS over $1400 per share. $SATS is now spiking on this news. $ASTS and $RKLB should do the same"
X Link 2025-12-05T19:14Z XXX followers, 2869 engagements
"$ASTS the following major telecom/tech firms have made strategic investments and in many cases formed commercial agreements or partnerships with AST. why haven't you Google $GOOG Samsung $SSNLF AT&T $T Verizon $VZ Vodafone $VOD Rakuten $RKUNY American Tower $AMT Bell Canada $BCE"
X Link 2025-11-03T17:25Z XXX followers, 2938 engagements
"@InvestorDenis @app_hyd np. $PGY's risk retention figures can be found in their 10-Q/10-K statements. page XX in their latest 10-Q for 3Q25"
X Link 2025-12-05T11:47Z XXX followers, XXX engagements
"@InvestorDenis @app_hyd $PGY key risk right now no matter how overexaggerated we all may think it to be is that unexpected risk retention write downs eat into book value. and in an absolute worst-case scenario where those holdings go to zero pgy's equity would be more than wiped out (uVieRR=1.8xBV)"
X Link 2025-12-05T12:16Z XXX followers, 1048 engagements
"$ASTS anyone notice legendary billionaire investor/hedge fund manager Paul Tudor Jones participating in the july convertible bond offering and showing a whopping 10000000 shares related to those on his Q3 13-F would make him 4th largest 13-F holder"
X Link 2025-12-06T01:14Z XXX followers, 12.4K engagements
"$SOFI SoFi Technologies is being considered for the S&P XXX index $SPY in the next quarterly rebalancing according to KBW analyst Shreyank Gandhi"
X Link 2025-12-02T22:34Z XXX followers, XXX engagements
"$ASTS SpaceX eyes $800B valuation in share sale talks WSJ reports. Starlink's valuation is around XX% which would translate to $XXX billion or the equivalent of $ASTS over $1400 per share. there's a reason why $GOOG verizon at&t vodafone amt are investors $spy $qqq"
X Link 2025-12-05T19:29Z XXX followers, 2580 engagements