@jkecapital Avatar @jkecapital JKE

JKE posts on X about $moh, business, jordan, health the most. They currently have [-----] followers and [--] posts still getting attention that total [-----] engagements in the last [--] hours.

Engagements: [-----] #

Engagements Line Chart

Mentions: [--] #

Mentions Line Chart

Followers: [-----] #

Followers Line Chart

CreatorRank: [---------] #

CreatorRank Line Chart

Social Influence

Social category influence stocks 30% fashion brands 18% finance 12% countries 10% technology brands 2%

Social topic influence $moh #7, business 12%, jordan 10%, health 6%, the new 6%, nike 6%, this is 4%, check 2%, update 2%, breakdown 2%

Top accounts mentioned or mentioned by @triplenetinvest @r4gstorich3s @realmoe0 @fullycalibrated @nike @snkrnerd @tylersneaks @ericmass @realroseceline @qualityinvest5 @aakashgupta @tencentgolf @burby_geek @dustinthomas02 @bobgrayson15 @mos03c @bidenesque95834 @cortland858

Top assets mentioned Molina Healthcare, Inc. (MOH) Nike Inc (NKE) Uber Technologies, Inc. (UBER)

Top Social Posts

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

"Full in-depth analysis and valuation details are available in my Substack (for free) post here: https://open.substack.com/pub/jkecapital/p/molina-healthcare-a-high-qualityr=6wyweh&utm_medium=ios&shareImageVariant=overlay https://open.substack.com/pub/jkecapital/p/molina-healthcare-a-high-qualityr=6wyweh&utm_medium=ios&shareImageVariant=overlay"
X Link 2026-01-15T21:14Z [----] followers, [---] engagements

"I posted an update to my Molina Healthcare thesis following their Q4 [----] earnings report yesterday. Check it out here: https://open.substack.com/pub/jecapital/p/post-q4-update-on-the-molina-healthcarer=6wyweh&utm_medium=ios&shareImageVariant=overlay Health insurers got hammered in [----] but one stands out as a mispriced gem: Molina Healthcare ($MOH). Its an excellent business with industry-leading cost control yet its priced as if 2025s challenges are the new normal at 11x [----] earnings. Heres a breakdown 🧵:"
X Link 2026-02-07T20:23Z [----] followers, [---] engagements

"Seth Klarman adds a position in MOH according to his Q4 [----] 13F filing released today. Great to see one of the value investing GOATs adding here. Health insurers got hammered in [----] but one stands out as a mispriced gem: Molina Healthcare ($MOH). Its an excellent business with industry-leading cost control yet its priced as if 2025s challenges are the new normal at 11x [----] earnings. Heres a breakdown 🧵: Health insurers got hammered in [----] but one stands out as a mispriced gem: Molina Healthcare ($MOH). Its an excellent business with industry-leading cost control yet its priced as if"
X Link 2026-02-13T23:22Z [----] followers, [---] engagements

"If EPS bounces back to $2224 (close to 2024s level) a normal valuation (1315 P/E) would put $MOH well into the $300s. In short the market is pricing in a worst-case scenario while Molinas earnings power should recover as conditions normalize. 11/11"
X Link 2026-01-15T21:14Z [----] followers, [---] engagements

"Health insurers got hammered in [----] but one stands out as a mispriced gem: Molina Healthcare ($MOH). Its an excellent business with industry-leading cost control yet its priced as if 2025s challenges are the new normal at 11x [----] earnings. Heres a breakdown 🧵:"
X Link 2026-01-15T21:14Z [----] followers, [---] engagements

"@TripleNetInvest This is nonsense. Berkshires most succesful investments: GEICO Coca Cola Gilette AMEX were all long term investments driven by compounding not short-term insider plays. Buffett understood what most investors dont focusing on long-term durable economics"
X Link 2026-02-14T18:47Z [----] followers, 37.6K engagements

"Hype has no logic"
X Link 2023-10-10T23:55Z [----] followers, 18K engagements

"Dad what was Nike backend like"
X Link 2023-10-29T17:35Z [----] followers, [----] engagements

"The [----] holiday item is here"
X Link 2023-11-17T17:49Z [----] followers, 32.7K engagements

"Goat is fine spending millions of dollars on a Black Friday campaign but wont lower sell fees. Stockx is lapping them"
X Link 2023-11-23T12:54Z [----] followers, [----] engagements

"Glad you guys fired up the bots for this release 🔥"
X Link 2023-12-07T16:50Z [----] followers, 58.9K engagements

"@realmoe0 @FullyCalibrated Say the one who posts his cars and Rolexs every weeks"
X Link 2023-12-25T18:55Z [----] followers, [---] engagements

"Amazon FBA guys been mad quiet since Q4 ended"
X Link 2024-01-12T16:10Z [----] followers, 10K engagements

"Sub $300 already is wild 🤦♂"
X Link 2024-02-03T16:13Z [----] followers, 85.2K engagements

"Jordan 1s may have had the biggest fall off all time"
X Link 2024-02-14T16:33Z [----] followers, 18.4K engagements

"🤣🤣🤣 Nike really needs to stop making these"
X Link 2024-02-18T17:51Z [----] followers, 46.8K engagements

"Wow these did not hold up at all 📉"
X Link 2024-02-28T18:04Z [----] followers, 92.8K engagements

"How could this happen to one of the nicest dunk color ways"
X Link 2024-02-29T21:00Z [----] followers, 23.4K engagements

"5s selling for over retail sneaker market is so weird rn"
X Link 2024-03-02T00:38Z [----] followers, 36.2K engagements

"So Marcus couldve backdoored to anyone and he chose stockx resellers What a joke 🤣"
X Link 2024-03-14T18:13Z [----] followers, 55.2K engagements

"I miss this era of Nike Seems theyve lost their creative touch"
X Link 2024-03-21T21:27Z [----] followers, 523.2K engagements

"So Nikes idea of innovation is oversupplying Jordan 4s When will they learn that oversupply kills their sales in the long run. Oxidized Green Air Jordan [--] releasing May [--] [----]. 🐊 https://t.co/mRp3LjePCL Oxidized Green Air Jordan [--] releasing May [--] [----]. 🐊 https://t.co/mRp3LjePCL"
X Link 2024-03-23T19:09Z [----] followers, 10.5K engagements

"This is embarrassing @Nike Stop releasing the AJ1"
X Link 2024-03-30T17:51Z [----] followers, 84.1K engagements

"US exclusive pair already $30 under retail. Is this the beginning of the end of Jordan 4s"
X Link 2024-04-06T19:54Z [----] followers, 103.5K engagements

"Stores so down bad theyre selling these 1s a month early for $10 profit ($90 is wholesale rate) All time low"
X Link 2024-04-12T00:09Z [----] followers, 41.5K engagements

"Pretty messed up how limited Nike makes their Kobe drops. Out here dropping [---] million Military 4s and less than 100k Kobes. I have yet to hit a Kobe drop for retail"
X Link 2024-04-13T14:33Z [----] followers, 84.5K engagements

"Nike continues to ruin Jordan brand with drops like these Who in their right mind is paying $210 for these in this economy"
X Link 2024-04-13T18:38Z [----] followers, 26.3K engagements

"Early biggest flop of the year candidate"
X Link 2024-04-19T16:17Z [----] followers, 38.6K engagements

"The initial [---] million stock projections are way off Im afraid These are going to skyrocket on release day"
X Link 2024-04-25T13:05Z [----] followers, 62.8K engagements

"Adidas has been releasing straight heat recently 🔥 Meanwhile Nike killing their brand overproducing old Nike dunk and Jordan colorways Adidas innovation Nike innovation"
X Link 2024-05-09T17:51Z [----] followers, [----] engagements

"@SNKR_NERD Drastic price difference between olive and canary thank you for proving my point 👍"
X Link 2024-05-25T13:37Z [----] followers, [---] engagements

"@Tylersneaks Idc what the size seeing a Travis @ [---] is crazy"
X Link 2024-05-30T00:05Z [----] followers, [----] engagements

"@ericmass_ Regarding todays Gamma [--] price drop its easy to assume demand spiked. While that could be true in this case the primary driver was lower supply rather than higher demand"
X Link 2025-12-13T23:20Z [----] followers, [---] engagements

"@realroseceline You just supported the thesis. These AVs are extremely expensive up-front therefore they must have near-maximum utilization. In a world where AV is an ultra competitive commoditized market AV companies will need liquidity and will turn to Uber for this liquidity"
X Link 2026-01-10T19:57Z [----] followers, [---] engagements

"Molina isnt standing still. For [----] it hiked ACA marketplace premiums (+30% avg) and is exiting underperforming ACA markets (cut 20% of counties). Its also refocusing Medicare on better-priced segments (like dual-eligible plans) to improve margins going forward. 8/11"
X Link 2026-01-15T21:14Z [----] followers, [--] engagements

"@QualityInvest5 Theres a lot of question marks and investors dont like uncertainty. Theyre paying quite a premium"
X Link 2026-01-23T16:12Z [----] followers, [--] engagements

"In [----] managed care providers got hit by a perfect storm of rising medical costs. Care expenses surged past what premiums assumed (a pricing mismatch). Result: Molinas margins shrank and its ACA marketplace & Medicare segments swung to losses. 2/11"
X Link 2026-01-15T21:14Z [----] followers, [--] engagements

"With costs up $MOH had to slash its [----] profit outlook (from $24 to $14 EPS). Shares fell 45% from their peak. The market seemingly assumed a permanent problem. However these headwinds were industry-wide and should prove temporary not a new normal. 3/11"
X Link 2026-01-15T21:14Z [----] followers, [--] engagements

"75% of $MOHs revenue comes from Medicaid managed care a stable sticky business. States rarely change Medicaid plan vendors and government funding is reliable. Healthcare for low-income groups is non-discretionary making Molinas core revenue steady through cycles. 4/11"
X Link 2026-01-15T21:14Z [----] followers, [--] engagements

"Efficiency is Molinas edge. Despite its size $MOH runs one of the leanest operations. It historically spends 88% of premiums on member care vs 90%+ at peers and its admin costs (67% of revenue) are the lowest. This cost discipline allows stronger margins & resilience. 5/11"
X Link 2026-01-15T21:14Z [----] followers, [--] engagements

"Management is top-tier. CEO Joe Zubretsky led a turnaround in [------] and has kept returns high (5yr ROIC 17%). Balance sheet is solid. Notably Molina repurchased shares even during the downturn signaling confidence that the stock is undervalued. 6/11"
X Link 2026-01-15T21:14Z [----] followers, [--] engagements

"M&A is a growth lever. $MOH has been buying smaller Medicaid insurers at cheap prices and boosting their margins. Its added $11B of revenue via acquisitions in recent years (e.g. ConnectiCare in 2025) at low multiples. Molinas scale and efficiency turn these deals into value"
X Link 2026-01-15T21:14Z [----] followers, [--] engagements

"The outlook is improving. States are raising Medicaid rates 910% to reflect higher costs. With [----] pricing resets and cost actions $MOH expects its ACA and Medicare lines to at least break even (vs big [----] losses). That alone should lift overall earnings off the trough. 9/11"
X Link 2026-01-15T21:14Z [----] followers, [--] engagements

"Valuation looks compelling. Around $180/share $MOH trades at [--] trough earnings. Downside appears limited even if EPS stays flat near $15 the stock is already cheap for a defensive business. Yet if margins normalize earnings can rebound meaningfully. 10/11"
X Link 2026-01-15T21:14Z [----] followers, [--] engagements

"@aakashgupta A 13F shows positions not intent. Citadel runs long/short market making stat-arb and options at once. Those tech holdings could be hedges pair trades or inventory. You cant see net exposure or holding period. Inferring an AI thesis from this is a ridiculousness"
X Link 2026-01-22T13:28Z [----] followers, [---] engagements

"Yellow shoes never perform well You know its bad when even Travis cant save the colorway"
X Link 2024-05-24T21:29Z [----] followers, 60.4K engagements

"ASICS are currently the only GR shoe with resell value (purchased at retail) ASICS is doing it right 📈"
X Link 2024-07-04T13:27Z [----] followers, 10.3K engagements

"Where did we go wrong"
X Link 2024-06-06T00:24Z [----] followers, 59.9K engagements

"This is wild. From $600 to under retail. Didnt even restock in the US either"
X Link 2024-07-10T12:03Z [----] followers, 51.3K engagements

"Elliot Hill has been doing a great job so far. Im optimistic about $NKE regaining market share lost in recent years and excited to see where Nike goes from here. BREAKING: Nike is shifting its online marketplace to a full-price business model reducing discounts and promo codes 📉 "We are reducing promotional days reducing markdown rates and shifting closeout liquidation to our Nike factory stores" - Matthew Friend Nike CFO https://t.co/DN5QylENX1 BREAKING: Nike is shifting its online marketplace to a full-price business model reducing discounts and promo codes 📉 "We are reducing promotional"
X Link 2025-05-26T18:19Z [----] 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