@ThothCapital Avatar @ThothCapital Thoth Capital

Thoth Capital posts on X about $pypl, $app, $chtr, $pgy the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

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Engagements Line Chart

Mentions: [--] #

Mentions Line Chart

Followers: [---] #

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Social Influence

Social category influence stocks 70% technology brands 21% finance 11% cryptocurrencies 9%

Social topic influence $pypl 17%, $app #164, $chtr 7%, $pgy #40, $cyph #10, $vg 6%, $bmbl 4%, $mob 4%, $nbis 4%, $now 4%

Top accounts mentioned or mentioned by @stockboildown @eller94969 @sixsigmacapital @dimitrynakhla @projectcynic @sgrastar @thevalueist @dividendtalks @krispatel99 @hamids @blakestonks @babyfolio @jerrycap @hypertechinvest @4drant @geigercapital @divergent7651 @nietschecapital @sunvmikey @bk1inbkk

Top assets mentioned PayPal Holdings Inc (PYPL) AppLovin Corporation (APP) Charter Communications Inc (CHTR) Pagaya Technologies Ltd. Class A Ordinary Shares (PGY) Cypherpunk Technologies Inc. (CYPH) Venture Global, Inc (VG) Bumble Inc. (BMBL) MobileCoin (MOB) Nebius Group N.V. Class A Ordinary Shares (NBIS) Now Coin (NOW) Fermi Inc. (FRMI) eToro Group Ltd (ETOR) monday.com Ltd. (MNDY) Zcash (ZEC) Micron Technology, Inc. (MU) Sandisk Corporation (SNDK) Iris Energy Limited (IREN) Grab Holdings Limited Class A Ordinary Shares (GRAB) Metadium (META) Sea Limited (SE) Oracle Corporation (ORCL) Microsoft Corp. (MSFT) Match Group Inc (MTCH) ZetaChain (ZETA) Oscar Health, Inc. (OSCR) Apple, Inc. (AAPL) Dutch Bros, Inc. (BROS) Alphabet Inc Class A (GOOGL) Ethereum (ETH) BITMINE IMMERSION TECH (BMNR) Adobe, Inc. (ADBE) Atlassian Corporation PLC (TEAM) Abivax SA (ABVX) Hims & Hers Health, Inc. (HIMS) SkyWater Technology, Inc. (SKYT) UiPath, Inc. (PATH) GameStop, Corp. (GME) Salesforce Inc (CRM) Comcast Corporation (CMCSA) Fiserv Inc (FISV)

Top Social Posts

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

"$ETOR looks insanely good here"
X Link 2026-01-23T17:36Z [---] followers, [---] engagements

"@Projectcynic I think $MTCH takes them over this year. $BMBL is cleaning up the B/S for this move"
X Link 2026-01-27T23:47Z [---] followers, [---] engagements

"I hope $MOB stays at these levels until next Wednesday"
X Link 2026-01-29T15:55Z [---] followers, [--] engagements

"$CHTR miss on revenue by 1% and beat on EPS by 7%. Expect $11.4B in [----] Capex and targeting $8B in Capex by [----] and beyond. Rebought $760M in shares used from Q4 FCF. Great quarter expect decent debt paydown in 2026"
X Link 2026-01-30T12:23Z [---] followers, [---] engagements

"My risky $CYPH position is prolly gonna be down 30% on Monday in [--] week"
X Link 2026-01-31T19:10Z [---] followers, [--] engagements

"EV of $4.4B for $MNDY is unreal. I'm selling aggressive CSPs heading into earnings"
X Link 2026-02-02T18:56Z [---] followers, [---] engagements

"$CYPH is trading so far below mNAV that a 20% down move in $ZEC has $CYPH going green. What a market gentleman"
X Link 2026-02-02T19:08Z [---] followers, [---] engagements

"@_Sgr_A_Star I did like how their cost of debt is 6% which is the best in the industry. Sounds like the market completely ignored this. They reiterated the 3.4B ARR guidance as well. I completely agree with your short-term headwinds argument"
X Link 2026-02-06T01:40Z [---] followers, [---] engagements

"Its about time to run the wheel on $ZETA again"
X Link 2026-02-10T18:05Z [---] followers, [---] engagements

"@TheValueist I like how they have much smaller capex compared to $MU"
X Link 2026-02-11T00:33Z [---] followers, [---] engagements

"The way Davids been tweeting I think this is a blowout quarter"
X Link 2026-02-11T01:42Z [---] followers, [--] engagements

"I think $OSCR is a no brainer after that revenue guidance"
X Link 2026-02-11T01:52Z [---] followers, [---] engagements

"Sold $SNDK for -2% loss reselling $PGY CSPs since they are so juicy at these prices"
X Link 2026-02-11T03:44Z [---] followers, [---] engagements

"$FRMI also a name with tons of CSP premium"
X Link 2026-02-11T04:39Z [---] followers, [---] engagements

"@stockboildown I assume you were holding $IREN or something as well. Best of luck recovering"
X Link 2026-02-11T04:44Z [---] followers, [---] engagements

"Adam please stunt on these hoes. $APP"
X Link 2026-02-11T14:28Z [---] followers, [---] engagements

"@eller94969 [--] yield on premium was 6% and I couldn't pass that up. I think these puts get exercised but I'm not mad owning $PGY at $13 too cheap"
X Link 2026-02-12T15:07Z [---] followers, [---] engagements

"$AAPL getting smacked 5% in one day doesn't seem healthy"
X Link 2026-02-12T20:07Z [---] followers, [--] engagements

"Sheesh that is rough for $BROS"
X Link 2026-02-13T16:47Z [---] followers, [--] engagements

"$PGY fair value is around $40. $400M EBITDA for $1B MC while growing top line 15% CAGR seems like a no brainer to me. Might take some time for this to turn around sadly. Maybe Q2 [--] is when it can come back to high teens area"
X Link 2026-02-14T01:34Z [---] followers, [---] engagements

"Sold puts on $PGY selloff brutally overdone"
X Link 2026-02-09T15:20Z [---] followers, [---] engagements

"Wow $APP what a report. Absolutely crushed it. Guidance of $1.76B Q1. Street expected $1.7B nice beats across the board"
X Link 2026-02-11T21:06Z [---] followers, [---] engagements

"Do not like this $GRAB acquisition/quarter. Nobody I know uses Stash and they wouldve been much better off acquiring GoTo or something not a shitty stock app. If you wanted to buy a broker then buy $ETOR since this thing is extremely cheap"
X Link 2026-02-12T00:06Z [---] followers, [---] engagements

"Might full port $APP for a swing. After that report I cant believe stock is down even after such a large drawdown"
X Link 2026-02-12T04:02Z [---] followers, [---] engagements

"I will reiterate $APP has the best capital structure out there. Nothing even close"
X Link 2026-02-12T04:12Z [---] followers, [---] engagements

"Sold $13 $PGY puts $PGY is too cheap to ignore at these levels"
X Link 2026-02-12T14:46Z [---] followers, [---] engagements

"$PGY trading at 4.1x [----] FCF and 5x [----] EV/EBITDA I think this is a no brainer. Still growing topline revenue 15% YoY and good management I'm long"
X Link 2026-02-12T15:06Z [---] followers, [---] engagements

"$PYPL and $BMBL most likely miss I would like to add $PGY $23 on here. Think I'll go 3/5 on here. $NBIS and $PGY have tons of room to grow. Predictions for 2026: $PYPL $90 $VG $10 $NBIS $150 and $BMBL $8. Predictions for 2026: $PYPL $90 $VG $10 $NBIS $150 and $BMBL $8"
X Link 2026-02-12T15:08Z [---] followers, [---] engagements

"Come out of my exam and market is taking a fat shit. My timing is truly terrible sometimes but shit happens"
X Link 2026-02-12T16:15Z [---] followers, [--] engagements

"I wish I had capital would buy this $AEHR dip"
X Link 2026-02-12T16:32Z [---] followers, [---] engagements

"Fintech companies should be buying back stock at these levels"
X Link 2026-02-12T17:28Z [---] followers, [--] engagements

"This AI narrative of everything is going to be automated is getting very silly"
X Link 2026-02-12T17:31Z [---] followers, [--] engagements

"$CYPH tick tock"
X Link 2026-02-13T16:52Z [---] followers, [--] engagements

"I knew I should've bought more $CYPH when it was under [----] easiest freebie I've missed in a while"
X Link 2026-02-13T19:56Z [---] followers, [--] engagements

"I cant wait for $CYPH to be $0.90 by market open"
X Link 2026-02-14T21:49Z [---] followers, [--] engagements

"$ZEC is insanely strong and finally is getting some strong momentum could be unstoppable by 1H [--] and break back above $500+"
X Link 2026-02-14T21:50Z [---] followers, [--] engagements

"This Burry drama is saving my weekend"
X Link 2026-02-14T22:15Z [---] followers, [--] engagements

"Sold $FRMI puts weird options activity and great premiums for CSPs"
X Link 2026-01-08T15:09Z [---] followers, [---] engagements

"@DividendTalks Only answer should be $META. $GOOGL already had its turn and now it's $META's time"
X Link 2026-01-09T02:59Z [---] followers, [--] engagements

"One big company has to take $PYPL out of its misery sooner or later"
X Link 2026-01-09T17:06Z [---] followers, [---] engagements

"Great comeback on $CHTR from the [--] am lows"
X Link 2026-01-09T17:39Z [---] followers, [--] engagements

"@KrisPatel99 Anything under $60. 15% EPS growth Y/Y and new innovative products coming out"
X Link 2026-01-09T20:43Z [---] followers, [--] engagements

"If Vaneck is even close to what their $ETH base case is for [----] then crypto is in very good shape"
X Link 2026-01-10T04:29Z [---] followers, [--] engagements

"$VG missed guidance stock going to get smacked on market open"
X Link 2026-01-12T14:22Z [---] followers, [---] engagements

"Tax loss harvested $PYPL and switched the Leap calls to my Roth IRA. Don't know when it will move so I would rather have the gains tax-free. Decent tax write off for 2026"
X Link 2026-01-12T15:22Z [---] followers, [---] engagements

"$MU is still undervalued absolutely crazy the memory supercycle occurring before our eyes"
X Link 2026-01-12T20:01Z [---] followers, [--] engagements

"@hamids Growth won't be as high in [----]. I'm projecting around 23% growth for [----]. I believe a [--] P/E is correct to use. Tons of upside still but has already ran a ton. I think it hits $500 minimum in 2027"
X Link 2026-01-12T20:25Z [---] followers, [----] engagements

"Flow never lies $FRMI. Thanks @blakestonks"
X Link 2026-01-12T20:33Z [---] followers, [---] engagements

"Didnt think I could grab $CHTR under $200 again I added"
X Link 2026-01-13T16:56Z [---] followers, [---] engagements

"Claude CoWork just destroyed tens of billions in market cap today"
X Link 2026-01-13T18:18Z [---] followers, [--] engagements

"$SE so cheap may add some Leaps here and sell some $VG to do so"
X Link 2026-01-13T18:39Z [---] followers, [---] engagements

"I think $NOW has been beaten up enough no"
X Link 2026-01-14T18:38Z [---] followers, [---] engagements

"This $BMNR event is absolutely terrible. Tom explaining this investment just doesnt make sense"
X Link 2026-01-15T22:09Z [---] followers, [---] engagements

"@SixSigmaCapital $NOW and $ADBE best ones. $TEAM has too much SBC"
X Link 2026-01-19T06:03Z [---] followers, [---] engagements

"$ABVX down -7.3% in the overnight market. Could be a bloody open tomorrow"
X Link 2026-01-20T01:05Z [---] followers, [----] engagements

"One of these $APP short reports has to have some validity. Never seen a company become so hated in [--] year"
X Link 2026-01-20T05:20Z [---] followers, [---] engagements

"$MOB one hell of an open"
X Link 2026-01-20T14:50Z [---] followers, [--] engagements

"I think $ORCL is a no brainer long @ $160. $36B in [----] EBITDA $47B in [----] EBITDA while still having large future growth. This is a falling knife I will gladly catch"
X Link 2026-01-21T17:20Z [---] followers, [--] engagements

"Way too much green on my screen right now"
X Link 2026-01-21T20:00Z [---] followers, [--] engagements

"Has $HIMS kept their [----] guidance for $6.5B in revenue or is that thesis completely destroyed"
X Link 2026-01-21T20:38Z [---] followers, [---] engagements

"Thanks for treating me right $VG. Onto the next"
X Link 2026-01-22T00:08Z [---] followers, [---] engagements

"Out of $SE swing. 3% profit over [--] days so not too bad. Have tons of cash for earnings season"
X Link 2026-01-22T14:36Z [---] followers, [---] engagements

"$PYPL acquisition to accelerate agentic commerce I like it"
X Link 2026-01-22T14:54Z [---] followers, [--] engagements

"@babyfolio Trading is so profitable buy the dip then sell the pump [--] days later"
X Link 2026-01-22T16:41Z [---] followers, [--] engagements

"@JerryCap You dont think the $200M $PYPL acquisition was good today"
X Link 2026-01-22T23:27Z [---] followers, [---] engagements

"$SKYT sold out for too low. Could've been a $10B company in a few years"
X Link 2026-01-26T14:50Z [---] followers, [--] engagements

"@HyperTechInvest $GRAB is a great company. Wait for the GoTo merger and price will revert"
X Link 2026-01-19T03:29Z [---] followers, [---] engagements

"Buying $MOB then going on DnD for [--] years will pay huge dividends"
X Link 2026-01-21T20:33Z [---] followers, [--] engagements

"I may run the wheel on $PATH once earnings season is over. Premiums on both sides is extremely nice"
X Link 2026-01-28T02:50Z [---] followers, [---] engagements

"$PYPL ROIC has been above 15% for the past [--] years and will reach 20% in [----] and beyond yet none of this reflects in the stock price. Market is pricing this thing to die"
X Link 2026-01-28T03:27Z [---] followers, [--] engagements

"I just used $PYPL Fastlane and man is it good. Took [--] clicks to purchase not even [--] seconds"
X Link 2026-01-28T05:19Z [---] followers, [---] engagements

"Going to full port $PYPL earnings because I like pain"
X Link 2026-01-28T19:01Z [---] followers, [---] engagements

"Great quarters by $META $MSFT and $NOW. Curious why $NOW and $MSFT sold off -5%"
X Link 2026-01-28T22:18Z [---] followers, [--] engagements

"@DimitryNakhla This seems like sandbagged guidance should beat this easily"
X Link 2026-01-29T01:01Z [---] followers, [---] engagements

"@DimitryNakhla the long-term EPS growth is actually incredible for this company. Insane MOAT and selling power"
X Link 2026-01-29T01:29Z [---] followers, [--] engagements

"$APP just got destroyed off no news from what Im seeing. Crazy times to be trading"
X Link 2026-01-30T16:44Z [---] followers, [---] engagements

"Holy fuck I just checked $SNDK and $SLV my god"
X Link 2026-01-30T20:33Z [---] followers, [---] engagements

"Pls $APP stay this low so I can buy it after $PYPL earnings"
X Link 2026-01-30T20:44Z [---] followers, [---] engagements

"I would love to see who $GME acquires"
X Link 2026-01-31T00:07Z [---] followers, [---] engagements

"Crypto winter is upon us it seems"
X Link 2026-01-31T17:23Z [---] followers, [--] engagements

"@4drant $PYPL has 10% buyback yield 5% growth and trades at 8x EV/FCF I will always be amazed with how shit PayPal is"
X Link 2026-02-01T02:37Z [---] followers, [---] engagements

"These dips on $NOW $MSFT $MNDY $CRM and $ORCL are not justified at all"
X Link 2026-01-29T14:32Z [---] followers, [---] engagements

"The $CMCSA report makes me believe $CHTR will be even better. $200 on deck minimum"
X Link 2026-01-29T17:27Z [---] followers, [--] engagements

"The turnaround is starting to appear for $CHTR"
X Link 2026-01-30T14:48Z [---] followers, [--] engagements

"Final thoughts on $CHTR Id give the quarter an 8.1/10. Pros: buybacks are continuing EPS beat estimates by 7% and reiterated guidance on Capex spend. Cons: revenue missed by 1% and no news about COX or LBRDA merger (unless they spoke about it on the call)"
X Link 2026-01-30T15:43Z [---] followers, [--] engagements

"@Geiger_Capital One hell of a week. Much needed weekend with family and friends"
X Link 2026-01-30T23:42Z [---] followers, [---] engagements

"@Divergent7651 How bout those $CHTR earnings"
X Link 2026-01-31T00:45Z [---] followers, [---] engagements

"@Nietschecapital You think $APP will have a 20% revenue CAGR for the next decade"
X Link 2026-02-01T04:24Z [---] followers, [---] engagements

"@SixSigmaCapital Put the CFO in there not Alex. Jamie needs to be sent to Alcatraz for what she has done"
X Link 2026-02-02T19:00Z [---] followers, [---] engagements

"Sold puts on $PYPL as well. I really am all-in"
X Link 2026-02-02T21:02Z [---] followers, [---] engagements

"$PYPL Q4 ER Prediction: Revenue - $8.82B EPS - $1.32 OCF - $3.3B [----] Guidance: Revenue - $35.3B EPS - $5.90 OCF - $7-8B $PYPL beats estimates and sandbags future guidance. Keep buyback program and stock sells off -7%"
X Link 2026-02-02T21:34Z [---] followers, [---] engagements

"$VG hit. 1/4 currently. Predictions for 2026: $PYPL $90 $VG $10 $NBIS $150 and $BMBL $8. Predictions for 2026: $PYPL $90 $VG $10 $NBIS $150 and $BMBL $8"
X Link 2026-02-03T02:53Z [---] followers, [---] engagements

"I can't believe [--] $PYPL CEOs lied to people. Dan and now Alex I am baffled beyond words. I am actually speechless"
X Link 2026-02-03T12:23Z [---] followers, [---] engagements

"The fact that $FISV EV is $63B and $PYPL is $38B is just flat out criminal. $PYPL should at least be $50B based off of $FISV alone"
X Link 2026-02-04T00:17Z [---] followers, [--] engagements

"All this unusual flow for $PYPL and still obliterated. I anticipate cost cutting measures should yield minimum $1B more in FCF for [--] FY. [--] hard to tell Q2 will be most important"
X Link 2026-02-04T04:20Z [---] followers, [---] engagements

"Biggest difference between $NBIS and $IREN is profitability. I prefer to own $IREN because I value profitability more than revenue growth"
X Link 2026-02-05T01:51Z [---] followers, [---] engagements

"$APP has potentially the best capital structure I've ever seen. Very impressive from the team and they clearly understand WACC"
X Link 2026-02-05T02:12Z [---] followers, [---] engagements

"Bought $CYPH for a swing"
X Link 2026-01-20T17:19Z [---] followers, [--] engagements

"Predictions for 2026: $PYPL $90 $VG $10 $NBIS $150 and $BMBL $8"
X Link 2025-12-18T04:28Z [---] followers, [----] engagements

"I dont have a large exposure but want to give credit where its due. This is one hell of a thesis by @SunvMikey. The thesis is that drones are the future and $MOB has good drones. Im buying $MOB on Tuesday. $MOB The "1 Million Drone" Thesis: Why $MOB Is a multibagger (with mathematical modelling at the end as well as timestamps) The US Government has officially set a target: Domestic production from half a million to millions of drones per year eventually. [--] million over the next https://t.co/ZgDLAQPqw8 $MOB The "1 Million Drone" Thesis: Why $MOB Is a multibagger (with mathematical modelling"
X Link 2026-01-17T22:31Z [---] 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