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@PegasusFund Avatar @PegasusFund Pegasus

Pegasus posts on X about work for, $ionq, bitcoin, wal the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.

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Social category influence finance stocks technology brands cryptocurrencies countries social networks

Social topic influence work for, $ionq, bitcoin, wal #82, shutdown #1380, believe in, $orcl, market cap #1605, macro, beta

Top assets mentioned IonQ, Inc. (IONQ) Bitcoin (BTC) Oracle Corporation (ORCL) ADAMANT Messenger (ADM)

Top Social Posts #

Top posts by engagements in the last XX hours

"Airlines are the best macro hedges. Crude rips Youre good. Economy tanks Youre good. Beats oil where you only get one of those outcomes in your favor"
X Link @PegasusFund 2025-10-17T15:17Z 5865 followers, 4944 engagements

"Think its time in IONQ and RGTI. Added puts"
X Link @PegasusFund 2025-10-15T14:42Z 5864 followers, 32.7K engagements

"Well see where things go but obviously it is high time to think about the amount of leverage in the system. I didnt consider it much until the government shutdown. But now with a weak economy we now have the realities of: - debt raises to buy Bitcoin tons of treasury companies boosting demand - tons of circular unfunded AI Capex deals boosting valuations with cash flows deep in the future and dependent on private credit or VC money - more and more BNPL loans - private credit and advantageous financing for data center build out unprofitable for now - tons of leveraged ETFs enormous options"
X Link @PegasusFund 2025-10-11T11:05Z 5865 followers, 50.7K engagements

"Saddest part is people are taking on this kind of leverage because they dont believe in the value of real work and think they have to gamble to get rich. Thats a failure of our government and all central banks. And no Bitcoin is not the answer"
X Link @PegasusFund 2025-10-11T13:08Z 5861 followers, 4448 engagements

"Shorted some UAL on this today. Would expect the tensions here to force crude higher and slow the economy down. I like this trade more than long energy because you get the crude beta without being vulnerable to a recessionary data print. Both sides of it work for you"
X Link @PegasusFund 2025-09-23T21:08Z 5850 followers, 2648 engagements

"Feels like were still ignoring the fact that most GPU buyers are not recession-proof"
X Link @PegasusFund 2025-10-07T19:29Z 5866 followers, 6990 engagements

"@d_letap Agree on part X but selling US assets can cause dollar buying Will be a balance against a recession read causing lower dollar. Neither my specialty But that would cause me to just avoid EM personally outside really convicted stories Do you have any"
X Link @PegasusFund 2025-10-17T15:03Z 5865 followers, XXX engagements

"Feel like LULU can actually start to work now just a matter of more pieces getting in motion"
X Link @PegasusFund 2025-10-10T14:56Z 5861 followers, 9807 engagements

"@BillyTheKid_59 ORCL is a window into another world of shareholders who believe in its leverage and cash flow plan and all of its assumptions. It will be that way until the data center or credit stories crack"
X Link @PegasusFund 2025-10-16T20:53Z 5860 followers, XXX engagements

"@WaterworldCapi1 Quantum computing still under $200b market cap so its still early"
X Link @PegasusFund 2025-10-16T19:10Z 5864 followers, XXX engagements

"Raytheon and Lockheed combined are worth XX% of what Palantir is worth. At some point that 277x multiple comes due"
X Link @PegasusFund 2025-10-15T19:20Z 5861 followers, 9889 engagements

"@jbulltard1 No bro these quantum holders are experts"
X Link @PegasusFund 2025-10-15T19:15Z 5861 followers, XXX engagements

"This one had some great ones. I have been wrong and will be wrong again But the market has no place for arrogance"
X Link @PegasusFund 2025-10-16T22:15Z 5840 followers, 8928 engagements

"Whats a fair price for GTLB"
X Link @PegasusFund 2025-10-16T20:54Z 5865 followers, 4805 engagements

"Think the ex-wealthy class and ex-compute economy are toast. Clearly the wealthy class and compute economy are pumping. The question is do the first two cause problems for the second two"
X Link @PegasusFund 2025-10-09T16:50Z 5861 followers, 4471 engagements

"Youve got tricolor and first brands bankrupt PE firms getting weak HYG getting weak dollar been strong put flow in names like MTB AIG AXL etc We know credit has been quickly extended to everything from GPUs to auto loans to student loans to homes at high prices It smells"
X Link @PegasusFund 2025-10-09T16:57Z 5861 followers, 2277 engagements

"Every ORCL guide since Sam Altman got involved"
X Link @PegasusFund 2025-10-16T17:26Z 5865 followers, 4427 engagements

"Took some HOOD puts. Its AUM is about $300B and its market cap is $130b. If you want to bet that the economy slows down its the perfect play now that it is trading so close to its AUM SCHWs AUM is $11.23T and its market cap is $176b"
X Link @PegasusFund 2025-10-06T19:15Z 5863 followers, 57.9K engagements

"Anyone have insight on JEF 18x multiple given their issues still feels rich if credit tightens. Those margins are great but how much other in kind risk are they carrying given First Brands issues Would think thats very vulnerable with the shutdown or trade war economic effect"
X Link @PegasusFund 2025-10-16T14:01Z 5865 followers, 2529 engagements

"@ValueIdeaLog AGI-is-here stans are to AI Twitter as doomers are to fintwit"
X Link @PegasusFund 2025-10-15T18:52Z 5860 followers, XXX engagements

"Any thoughts on this for $ADM"
X Link @PegasusFund 2025-10-14T20:54Z 5860 followers, 6155 engagements

"OpenAI starting to give off FTX vibes"
X Link @PegasusFund 2025-10-13T13:53Z 5865 followers, 472.2K engagements

"Keeping an eye on HYG. Jeffries and WAL now implicated in First Brands and Tricolor going under. Some stress under the hood"
X Link @PegasusFund 2025-10-08T19:24Z 5863 followers, 44.2K engagements

"@Sleepysolcap Agree think it works"
X Link @PegasusFund 2025-10-14T21:21Z 5831 followers, XXX engagements

"@OnodaCapital Agree but I think the issue is the rare earth and Chinese portion of the supply chain is halted and even ASML already admitting they will have to delay orders. Until that is restarted the damage is done anyways and gets worse daily with credit weakness and the government shutdown"
X Link @PegasusFund 2025-10-11T20:23Z 5861 followers, 2579 engagements