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@kanye8210 Kanye8210Kanye8210 posts on X about klarna, $pm, to the, high volume 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% technology brands XXXXX% countries XXXX%
Social topic influence klarna 16.67%, $pm 8.33%, to the 8.33%, high volume 8.33%, $teck 8.33%, what are 8.33%, philips 8.33%, $hmsp 8.33%, what is 8.33%, $6753t XXXX%
Top accounts mentioned or mentioned by @taobanker @thezackzhu @jnconkle @hiteshkar @the_zack_zhu @shaletier7 @catnyanpital @burggrabenh @pandawatch88 @metastate78 @architect9000 @santabarbaralaw @skaruppp
Top assets mentioned Klarna Group (KLAR) Philip Morris International Inc. (PM) Teck Resources Limited (TECK) Uber Technologies, Inc. (UBER)
Top posts by engagements in the last XX hours
"@taobanker @jnconkle HMSP could be the better play. They sell Philip Morris e-products with close to XX% annual growth and higher margins Assuming they bounce back to XX% margins = P/E X or so - Safer earnings + growth through e-market Assuming Gudang Garam returns to 7-8% margins = P/E X or so"
X Link 2025-12-01T04:58Z XXX followers, XXX engagements
"@ShaleTier7 With regards to the 10-20usd thesis. I saw on EQTs Q3 investor presentation. We could see the scenario play out in a hot summer or winter I think this could play out tbh. Especially in scenarios with low renewables"
X Link 2025-12-07T04:40Z XXX followers, XX engagements
"@CatNyanpital They take a 3-6% merchant fee. Merchant accepts it since it drives more customers Loans are on avg. XX days for Klarna. They bear the credit-risk They cycle their funding capital XXXX times a year. Its a high volume game. I find it kinda interesting"
X Link 2025-12-08T07:41Z XXX followers, XX engagements
"@BurggrabenH @BurggrabenH Bit unrelated but what are your thoughts on $TECK Also do you have a take on the proposed Anglo American merger Seems like a bad deal to me. Shareholder vote on December 9th"
X Link 2025-11-26T14:24Z XXX followers, XXX engagements
"@taobanker @jnconkle I looked briefly at those names. Gudang Garam just looks so undervalued in comparison if comparing their revenues. Bonus is that Philips Morris are involved in $hmsp though"
X Link 2025-12-01T02:45Z XXX followers, XXX engagements
"@the_zack_zhu What is your estimate of fair value for the shair price Also sharp observations you made there"
X Link 2025-12-04T13:31Z XXX followers, XXX engagements
"@hiteshkar Id recommend reading LAZARDs LCOE reports. Gasturbines are still the lowest cost option in most regions. Solar + Wind in combination with batteries are competitive in certain states but it heavily depends on the already installed rates of it. Can find in the bottom of report"
X Link 2025-12-11T03:00Z XXX followers, XX engagements
"@pandawatch88 Inflation numbers imply consumption is doing decent no September-August saw some deflation which flipped to inflation in Oct-Nov"
X Link 2025-12-11T06:12Z XXX followers, XX engagements
"@the_zack_zhu @Metastate78 If you listen to Oracles Q2 earnings call. They mentioned Uber & Temu for huge Black Friday orders or something Basicly Temu using top tier US-AI/Cloud providers. - Might be an edge over the domestic Chinese players that use China based cloud-services"
X Link 2025-12-12T15:51Z XXX followers, XX engagements
"@Architect9000 @santabarbaralaw Thoughts on Klarna Coal Copper & Nat Gas"
X Link 2025-12-13T08:22Z XXX followers, XX engagements