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@GraphCall Avatar @GraphCall Geoffrey Fouvry

Geoffrey Fouvry posts on X about balance sheet, solar, deflation, i am the most. They currently have XXXXXX followers and 3953 posts still getting attention that total XXXXXX engagements in the last XX hours.

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Social Influence

Social category influence finance countries currencies #1593 stocks technology brands cryptocurrencies exchanges

Social topic influence balance sheet #1091, solar #715, deflation #23, i am, spain #871, hedging #51, countries, $sofi #193, commodities #238, fintech #541

Top accounts mentioned or mentioned by @samanthaladuc @kingkong9888 @grok @santiagoaufund @saylor @derivativesdon @elonmusk @graphfinancials @lynaldencontact @thesecondkoodge @peterschiff @kathleentyson @otherbarrybtc @hodlxhold @sorenthek @gregzaj1 @basemoney @lazerbobs @ghostofpashka @mdoolsky

Top assets mentioned RAI Finance (SOFI) Upstart Holdings, Inc. Common stock (UPST) BlackRock Inc (BLK) Palantir (PLTR)

Top Social Posts

Top posts by engagements in the last XX hours

"@niccruzpatane If they could deliver hot meals I guess they could compete with JD and Meituan effectively. 🤷♂"
X Link 2025-12-05T11:07Z 10.4K followers, XXX engagements

"1/2 🚨BREAKING: NEWS FROM ABSURDISTAN $TLSA will propose a plan so that in order to stay a shareholder of the Company you will have to pay a reverse dividend (many companies do that in disguise with massive stock option plans dilutiion but I digress)"
X Link 2025-11-05T10:46Z 10.4K followers, 7275 engagements

"The problem of Appolo is that the use "normally" without defining it. - when you lower rates in a monetary dominance context (in reaction to credit contraction and fall in Net interest margin in banks) and due to credit deflation impulse THEN the long end yields fall. WHY Less DEMAND for credit all else equal makes the long end yield FALL BUT - when you lower rates for fiscal deficit financing reasons when you are in fiscal dominance - while there is to much SUPPLY of gov debt securities THEN the market senses a fiscal problem and asks for MORE yields because the lowering of rates - DOES NOT"
X Link 2025-12-10T18:03Z 10.4K followers, XXX engagements

"Unlike many predicting a devaluation of the CNH back in April not hedging the CNH AT ALL on the stock long positions. In the last 200+ years countries with a large trade surplus ended with a stronger currency. It will be gradual though in order for terms of trade to adapt"
X Link 2025-12-11T10:32Z 10.4K followers, 1143 engagements

"well if there was a credit contraction WITHOUT expansion of the balance sheet of the fed I would probably be bullish on the USD. (and another feature of that situation is that the fed is forced to lower rates) The Fed is not lowering rates for that reason it is lowering rates to easy gov funding and expanding the balance sheet for gov funding reasons. that's a bit the settings of 1973"
X Link 2025-12-11T16:15Z 10.4K followers, XXX engagements

"1/14 $SOFI as I was starting to read the actual 10-Q thinking I am missing something right from the beginning KABOOM 💥🤣 The Company posted this cash flow statement and we can see through that the non cash gain of fair value adjustment of XXX million for X months (in red)"
X Link 2025-11-10T20:55Z 10.4K followers, 34.4K engagements

"So you want to be long consumer lending securitization businesses. ok You want to be long soft commodities Silver trona ash even coal I get it. You want to be long consumer lending securitization bizz at 10X so-called-no-so-tangible book and 80x-100x fabricated earnings by FVO level X accounting manipulation with NO information on Valuatio Working Group members AND no filed Net Charge Off in 10Q-10K But only in legal liability scott-free furnished information in press release I need a drink"
X Link 2025-11-26T18:42Z 10.4K followers, 1486 engagements

"What's ridiculous is Robin Brooks' post. Bonds raiders don't short a country with a primary surplus that's positive and improving that's just silly"
X Link 2025-12-02T22:00Z 10.4K followers, 9751 engagements

"@echt_irre @Kathleen_Tyson_ It's a delicate balance but firms from other countries are present in Spain exactly for that. Like ThyssenKrupp Nucera secured the best irradiation spot in Andalucia to have a shot at making prices plunge"
X Link 2025-12-02T22:03Z 10.4K followers, XX engagements

"From my Martin h/t @Macronomics1 The chart displays the dispersion of C-rated second-lien loans from 2010 through 2025 measured as a percentage of loans trading outside their average DM. Dispersion fluctuates Meaning that it trades outside of the index. People ask for more discount margin (DM) that means bidding is tepid it trades outside the index. In plain english "Sorry I cant bid I have to wash my hair. " It's typical of late credit cycle going sour and bidder being on the back foot"
X Link 2025-12-04T17:33Z 10.4K followers, 8878 engagements

"Casual observation of inferior good substitution. Eventually not many lending securitization business / Fintech will be assymetrically priced. Debt monetization (aka balance sheet expansion while there is no velocity plunge) if it happens is unlikely to solve the problem"
X Link 2025-12-06T22:01Z 10.4K followers, 1001 engagements

"@robin_j_brooks Here you bozo @robin_j_brooks X charts a) World (new capacity non-renewable vs renewables in absolute number) b) China (share of capacity by type) c) Costs driven d) cost evoluation Solar and Wind Quit you are incompetent"
X Link 2025-12-08T16:23Z 10.4K followers, 1147 engagements

"We can discuss the change in day-ahead merit order profile in Spain how it affects the wholesale price and how it supress gas demand in Spain which then redirect to the North of europe via new pipeline if you like. We can discuss the load factors if you like and what the different HVDC cable laid in the North sea mean"
X Link 2025-12-09T17:33Z 10.4K followers, XX engagements

"@KellyAlspals @PaulMarszal @SamanthaLaDuc No Oil is fine for petrochemicals"
X Link 2025-12-09T21:54Z 10.4K followers, XX engagements

"@Karl_Lagerbier @JohnSitarek @nexta_tv The Altantic has shitty weather year round and even more so North sea. Scotts and Norwegian and the champs of ultra shitty weather with 11m/s and load factors at XX% year round. 😅"
X Link 2025-12-10T22:13Z 10.4K followers, XX engagements

"@Goldfishaccount He usually says "whatever makes the plebs happy" and it does or does not correspond to the agenda that is pursued. Like literally ANYTHING. What is told to the plebs does not matter at all. I am not sure that very high oil price is beneficial but below XX USD is a big problem"
X Link 2025-12-11T14:17Z 10.4K followers, XX engagements

"Unlikely for the EU to dump UST overnight BUT A) - energy imbalance is being resorbed with REPowerEU (continuing to push down USD denominated fuel both in transportation and in electric generation - and saving money by the same token) B) - note the EU-India deal that bypasses the USD C) - ask yourself why the Fed is expected to buy some US debt when inflation is too high and velocity is too high Why When there is not enough demand broadly (from a variety of buyers) someone has to monetize the deficits 🤷♂ (the Fed) So the game is clearly on structurally (less USD denominated fuel imports) and"
X Link 2025-12-09T10:37Z 10.4K followers, 2525 engagements

"@MikeDiplockre It's not due to nuclear it's due saturation of renewables that have zero variable costs. The UK had it too and Spain too with solar. With more renewable capacity additions it happens more and more"
X Link 2025-12-12T06:26Z 10.4K followers, 1390 engagements

"As we published recently Mr. Gundlach is complaining about fantasy price in Private Credit (no mark to market) While Level-III FVO with unobservable inputs IS RAMPANT IN PRIVATE CREDIT. But is isolated to some Fintech with bank charters ($SOFI $UPST apparently $LC pushing there as well) and it's less of a problem for quick sale ( $SOFI hold a massive book that will never be sold @marketswithmay)"
X Link 2025-11-11T15:12Z 10.4K followers, 2724 engagements

"@PaulMarszal @SamanthaLaDuc What about hundreds of trucking companies are completely retarded because they are commies in China /sarc . is that a real question Or just you want to delete your post ASAP in shame"
X Link 2025-12-09T21:33Z 10.4K followers, XXX engagements

"@PaulMarszal @SamanthaLaDuc They a X trillion budget surplus to smack on your section of the Great Wall. How do you think they get that That's a retarded argument you just made. Blocked"
X Link 2025-12-10T05:31Z 10.4K followers, XX engagements

"Switzerland saying $PLTR = security risk. So basically NATO country " here take a stipend" and then No way we deploy that thing"
X Link 2025-12-10T16:18Z 10.4K followers, 4085 engagements

"Dollar is in for a spanking imo"
X Link 2025-12-10T20:27Z 10.4K followers, 2732 engagements

"@silvamoon_ Long some stocks without hedging / shorting the CNH"
X Link 2025-12-11T12:17Z 10.4K followers, XX engagements

"No that's not the angle. What we have here is disanchoring of long term inflation expectations because the fed is expanding the balance sheet while there is ZERO monetary justification for it there is no deflation or plunge in velocity. The Fed is simply monetizing the fiscal deficits"
X Link 2025-12-11T12:56Z 10.4K followers, XX engagements

"If anyone still had any doubt. #BTC is just a liquidity decoy / dollar recycling vehicle USD not doing great right now. And what is #BTC doing"
X Link 2025-12-11T14:38Z 10.4K followers, 6454 engagements

"@belorusskiypatr I am not sure and i am not sure I care but overall this is a dollar recycling assets just like US Nasdaq stocks. The different is that it has practically no value"
X Link 2025-12-11T18:03Z 10.4K followers, XX engagements

"The problem inn the US is different. The grid is XX to XX years old so ERCOT is sealing from Ohio for example and you can't wheel power from one area to another and as a result you lose a preicous way to balance your overall grid. The other problem is that Solar has a load factor wind has a much higher load factor and offshore wind even better"
X Link 2025-12-10T09:26Z 10.4K followers, XX engagements

"Sure enough Fed cuts XX yrs yield rises"
X Link 2025-12-10T20:42Z 10.4K followers, 2827 engagements

"FED is doing OUTRIGHT. FISCAL DEFICIT. MONETIZATION But is trying to be "cute" It's not even QE QE is a monetary response to a plunge in velocity. There is zero deflation / plunge in velocity"
X Link 2025-12-10T20:46Z 10.4K followers, 8300 engagements

"This one was recommended in the middle of the scare of the Bill this summer. Supposedly solar was "doomed" under TRUMP. lol. Never believe the headlines without doing your own due diligence. Some companies deliver innovation and productivity"
X Link 2025-12-11T16:34Z 10.4K followers, XXX engagements

"Debasement is the consequence of financing issues for the Governement it is well known and described by Henry Thornton in 1802. Let's not kid ourselves here. That would be silly. Everything is explained about the bank independence of the Bank of England the constant fall versus the gold (the coin) and commodities of the currencies of teh gov bank. And the 'government bank' as an instrument of funding for the gov"
X Link 2025-12-11T21:40Z 10.4K followers, XX engagements

"More natgas demand suppression (via power exports industry or hydrolysers for Norway since they don't use nat gas for power - just renewables) and more marginal pricing at zero variable costs"
X Link 2025-12-12T07:19Z 10.4K followers, XXX engagements