@komodo_capital Avatar @komodo_capital Komodo Cap

Komodo Cap posts on X about $ftai, $dave, $root, $adyey the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

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Social Influence

Social category influence stocks 27.36% cryptocurrencies 9.43% finance 8.49% technology brands 1.89% currencies 1.89% celebrities 0.94% musicians 0.94% travel destinations 0.94% automotive brands 0.94%

Social topic influence $ftai 16.04%, $dave #8, $root #17, $adyey 7.55%, in the 5.66%, $aspi 5.66%, $psix 4.72%, $foa #2, $iren 3.77%, channel 2.83%

Top accounts mentioned or mentioned by @fundasyinvestor @kyleadamsstocks @paulcerro @equitybrian @joinyellowbrick @mindset4moneyx @kairospraxis @unclealpha007 @krisrymer @justfactstruth @acapitallp @helsiti170246 @karstresearch @wealthmatica @victaurs @alohaoasis @payneskyel10873 @bjmtweets @uzocapital @daveyjuice

Top assets mentioned Fortress Transportation and Infrastructure Investors LLC Class A Common Stock (FTAI) Dave Inc. (DAVE) The Root Network (ROOT) ASP Isotopes Inc. (ASPI) Iris Energy Limited (IREN) Nebius Group N.V. Class A Ordinary Shares (NBIS) TALEN ENERGY CORP (DE) (TLN) Metadium (META) Jackson Financial Inc. (JXN) Weave Communications, Inc. (WEAV) "StandardAero, Inc. (SARO) Morgan Stanley (MS) Medpace Holdings, Inc. Common Stock (MEDP) Molina Healthcare, Inc. (MOH) Lemonade, Inc. (LMND) Remitly Global, Inc. (RELY) DLocal Limited (DLO)

Top Social Posts

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

"@zoomyzoomm tweets like these are why people think were in a bubble"
X Link 2025-07-27T00:23Z [----] followers, [----] engagements

"@TrentBlair19 There will be other great serial acquirers in the future. But man idk if there will ever be another $CSU.TO. Mgmt is just downright special"
X Link 2024-10-12T17:36Z [----] followers, [----] engagements

"@KyleAdamsStocks Kyle how is this not exhausting for you lol"
X Link 2025-01-09T21:03Z [----] followers, [---] engagements

"Loans / employee increased 33% YoY. thesis tracking as origination scales through channel. $FOA"
X Link 2025-05-07T01:19Z [----] followers, [----] engagements

"Knockout Q2 results from $FOA Origination Volume +35% YoY (above mgmt estimates) Agreement to purchase BX equity stake by Q4 [--] I expect op. leverage to show up in late [--] & early [--] Very cheap thesis tracking well. Loans / employee increased 33% YoY. thesis tracking as origination scales through channel. $FOA Loans / employee increased 33% YoY. thesis tracking as origination scales through channel. $FOA"
X Link 2025-08-05T20:52Z [----] followers, [----] engagements

"2025 Portfolio: * you can see YTD & 4-yr performance on 'stack (Free) Holdings & allocation: [--]. $FTAI - 36.9% [--]. $DAVE - 19.9% [--]. $NBIS - 10.0% [--]. $IREN - 8.6% [--]. $ASPI - 7.2% [--]. $META - 5.7% [--]. $ROOT - 5.4% [--]. $PSIX - 3.8% [--]. $TLN - 2.7% H1 [--] Performance & Holdings; Port: +22.8% YTD SPY: +2.2% YTD Holdings: [--]. $FTAI - 31.7% [--]. $ASPI - 10.3% [--]. $META - 10.1% [--]. $NBIS - 9.7% [--]. $ADYEY - 7.7% [--]. $JXN - 6.9% [--]. $FOA - 6.9% [--]. $TSSI - 5.6% [--]. $DAVE - 5.4% [--]. $TLN - 3.1% [--]. $IREN - 2.8% H1 [--] Performance & Holdings; Port: +22.8% YTD SPY: +2.2% YTD Holdings: [--]. $FTAI - 31.7% [--]. $ASPI - 10.3% 3."
X Link 2026-01-01T01:16Z [----] followers, [----] engagements

"Been feeling like a broken record the last few months buying $ROOT & $DAVE"
X Link 2026-02-05T16:22Z [----] followers, [----] engagements

"@ParisAnalyst I love the $weav idea headed into [--] great find / coverage mate"
X Link 2025-12-31T20:11Z [----] followers, [---] engagements

"@paulcerro @RealJimChanos Congrats Paul"
X Link 2026-02-07T21:46Z [----] followers, [--] engagements

"@EquityBrian Hes playing like trash but so is Drake the run game and Stefon hasnt created enough space in zone"
X Link 2026-02-09T01:34Z [----] followers, [---] engagements

"$FTAI Jeffries Conference Takeaways: (9/4)🧵 - EBITDA / Module up from $500k - approaching $800k today - Savings for all [--] PMA parts will be $2.2 - $2.4M saved in total - Next PMA approval is the most expensive big needle mover"
X Link 2025-09-09T18:29Z [----] followers, [----] engagements

"@Aerodefenseman SARO is a legit competitor. However its a $22B TAM with enough to go around. Either way this is a huge barrier to scale game and no one will come close to $FTAI in that regard"
X Link 2025-09-15T18:43Z [----] followers, [---] engagements

"$SARO Morgan Stanley Conference: 9/10: From [----] - [----] CFM56 engine production dramatically increased. "40% of those have not yet reached their very first major shop visit". consider another 3-4 maintenance trips in their lifetime MRO demand is strong"
X Link 2025-09-17T13:45Z [----] followers, [---] engagements

"Agree on $DAVE bear thesis: Narrative: Q2 was a bad quarter as their underwriting slipped and DQ rates increased Reality: Spreads have widened and ARPU +40% YoY so $DAVE has tweaked their allowance for loss rates to expand gross margins. 5/ $DAVE Bear Case: Daves bear case combines legal and operational challenges. The FTC accused the company of deceptive advertising misleading tips and hidden fees. Dave marketed loans of up to $500 instantly but new users were rarely offered the full amount. Express https://t.co/0uEzG45OwP 5/ $DAVE Bear Case: Daves bear case combines legal and operational"
X Link 2025-09-17T22:35Z [----] followers, [----] engagements

"@justfactstruth $FTAI is still undervalued. [--] will be an even bigger year for them than [--] was [--] doubt"
X Link 2025-09-18T18:04Z [----] followers, [---] engagements

"Closed above $FTAI ATH today. Been a long road of FUD but congrats to all that are involved H1 [--] Performance & Holdings; Port: +22.8% YTD SPY: +2.2% YTD Holdings: [--]. $FTAI - 31.7% [--]. $ASPI - 10.3% [--]. $META - 10.1% [--]. $NBIS - 9.7% [--]. $ADYEY - 7.7% [--]. $JXN - 6.9% [--]. $FOA - 6.9% [--]. $TSSI - 5.6% [--]. $DAVE - 5.4% [--]. $TLN - 3.1% [--]. $IREN - 2.8% H1 [--] Performance & Holdings; Port: +22.8% YTD SPY: +2.2% YTD Holdings: [--]. $FTAI - 31.7% [--]. $ASPI - 10.3% [--]. $META - 10.1% [--]. $NBIS - 9.7% [--]. $ADYEY - 7.7% [--]. $JXN - 6.9% [--]. $FOA - 6.9% [--]. $TSSI - 5.6% [--]. $DAVE - 5.4% [--]. $TLN - 3.1% [--]. $IREN - 2.8%"
X Link 2025-09-18T20:08Z [----] followers, [----] engagements

"RT @joinyellowbrick: Added [--] new stock write-ups to the site (pt final): @felix__archive - $MEDP @jaycurrie - $ECR.V @komodo_capital - $RO"
X Link 2025-09-19T19:59Z [----] followers, [--] engagements

"Bought more $PSIX now. Surprised we see it back in the low 80s on no news"
X Link 2025-10-07T16:09Z [----] followers, [----] engagements

"@StockMarketNerd Still $FTAI"
X Link 2025-10-13T22:17Z [----] followers, [---] engagements

"For my next magic trick Ill be bringing hate to this post Sold 20% of $IREN as it grew to an allocation I was uncomfortable holding. Still long and yes Im aware theres still 69420% upside but Im happy w/ the return"
X Link 2025-10-17T14:01Z [----] followers, [---] engagements

"@AcctNo994 Gimme more"
X Link 2025-10-17T17:36Z [----] followers, [---] engagements

"One time offer I dont rule out working for a firm. But only for $40m/year. I dont rule out working for a firm. But only for $40m/year"
X Link 2025-10-19T02:08Z [----] followers, [----] engagements

"RT @jack: .@RepThomasMassie for president"
X Link 2025-10-20T01:07Z [----] followers, [----] engagements

"@ACapitalLP I also struggle to think of one just waiting for December"
X Link 2025-10-22T16:08Z [----] followers, [---] engagements

"I have never thought about a business Ive researched more than I do $ASPI Truly enamored"
X Link 2025-10-23T17:56Z [----] followers, [----] engagements

"@alamentarius [--]. QLE Spin-off and potential mis-pricing of this asset [--]. (Li-6/7) as a source of tritium - D-T - fusion reactors [--]. Potential of Renergen extracting & purifying for (He-3) - long run potential of: D-He-3 reactors So many moving parts. fascinating to me"
X Link 2025-10-24T00:19Z [----] followers, [---] engagements

"@helsiti170246 Sure. Could you elaborate what you mean by scalability of enrichment"
X Link 2025-10-24T00:32Z [----] followers, [---] engagements

"@helsiti170246 There will be many winners in HALEU beyond $ASPI. I think there's enough to go around as nuclear reactor commercialization starts to become more a reality in '29 and beyond. Also the TerraPower agreement (I know it's not impactful yet) confirms the process efficacy w/ a $4B MOU"
X Link 2025-10-24T03:23Z [----] followers, [---] engagements

"@FundasyInvestor Whys it stupid Wheres he wrong"
X Link 2025-10-24T05:01Z [----] followers, [---] engagements

"RT @justfactstruth: $FTAI GREAT EARNINGS AGAIN -Incremental Equity Capital and SCI grows by $2B this year takes total investment from $4t"
X Link 2025-10-28T00:10Z [----] followers, [--] engagements

"@KarstResearch My fav is @marketplunger1 - great for learning about beautiful boring industries"
X Link 2025-10-28T16:15Z [----] followers, [---] engagements

"@FundasyInvestor Yes"
X Link 2025-10-28T16:16Z [----] followers, [---] engagements

"@_equityXplorer Interesting. After I took the driving test there wasnt any delay in prescribing a quote. Any idea why"
X Link 2025-10-29T23:43Z [----] followers, [---] engagements

"Lot of great commentary on $FTAI developments in the last week. All Ill say: I like the stock. $300 in [--]. Easy"
X Link 2025-10-30T21:48Z [----] followers, [----] engagements

"@wealthmatica This space isnt a strength for me but Im guessing the market is pricing the current soft market. Would you disagree"
X Link 2025-10-30T23:20Z [----] followers, [---] engagements

"@wealthmatica Even with a Q3 beat wouldnt a re-rating require the market to price a hard market"
X Link 2025-10-31T01:36Z [----] followers, [--] engagements

"@InvestorMexican How about now 👀"
X Link 2025-10-31T03:51Z [----] followers, [---] engagements

"@LeoNelissen [---] Spyder"
X Link 2025-11-01T03:53Z [----] followers, [--] engagements

"@victaurs In all fairness the revolution that's making up 90%+ of GDP growth is not within Buffett's circle of competence. So if mis-pricing does exist he likely wouldn't pull the trigger"
X Link 2025-11-01T16:45Z [----] followers, [--] engagements

"@atelicinvest The optics of that exchange are terrible lol"
X Link 2025-11-01T20:40Z [----] followers, [----] engagements

"@FundasyInvestor Agree not a hot take imo"
X Link 2025-11-03T00:33Z [----] followers, [---] engagements

"@FundasyInvestor Havent checked but I have a feeling its $FTAI"
X Link 2025-11-04T01:22Z [----] followers, [---] engagements

"Good summary of $DAVE Q3 ER: - Remains my 2nd largest position - Still one of best R/R I see today - Bears failed to understand in Q2 that underwriting didnt slip mgmt simply tweaked allowance for loss and can do so to enhance op. leverage. Very long. $DAVE Q3'25 Results REVENUES UP 63% 🟢 GROSS PROFIT UP 62% 🟢 GAAP NET INCOME UP 19658% (FOR THOSE THAT INSISTED THIS METRIC MATTERED LAST QUARTER - IT DIDN'T) 🟢🟢🟢 ADJ EBITDA UP 137% 🟢 ADJ NET INCOME UP 193% 🟢 ADJ EPS UP 181% 🟢 CAC FOR NEW ACCOUNTS AND TRANSACTING MEMBERS $DAVE Q3'25 Results REVENUES UP 63% 🟢 GROSS PROFIT UP 62% 🟢 GAAP"
X Link 2025-11-04T18:02Z [----] followers, [----] engagements

"@AlohaOasis @victaurs Fortress no doubt. But my point is that theres so few cos in their investable universe (mostly large caps) that could move the needle for them. And BRK doesnt strike me as a group of investors to pull the trigger on the AI wave"
X Link 2025-11-05T04:02Z [----] followers, [--] engagements

"@buccocapital There's still value to be found out there. Continue to like $FTAI $DAVE $ROOT $PSIX at current prices"
X Link 2025-11-05T23:33Z [----] followers, [---] engagements

"@Mindset4Money_X Pretty good earnings not great. Wish PIF growth was higher but progress takes time"
X Link 2025-11-06T02:25Z [----] followers, [---] engagements

"@paulcerro The blessing / curse of microcaps"
X Link 2025-11-07T22:48Z [----] followers, [---] engagements

"I truly don't know how people post 3+ "great" ideas a year on the 'stack"
X Link 2025-11-11T02:54Z [----] followers, [----] engagements

"@DheerajNam Good stuff Dheeraj - good luck"
X Link 2025-11-11T03:05Z [----] followers, [---] engagements

"Follow my buddy whos a wizard in the FinTech space - great first post: https://t.co/7vNTehMWa4 https://t.co/7vNTehMWa4"
X Link 2025-11-11T20:32Z [----] followers, [----] engagements

"@PayneSkyel10873 I use it"
X Link 2025-11-12T14:27Z [----] followers, [--] engagements

"@PayneSkyel10873 Big time - moved from AmFam and saved 35% on my auto quote. I don't drive a ton and haven't been in an accident but the UX / test drive was really straight forward and easy"
X Link 2025-11-12T18:04Z [----] followers, [--] engagements

"@paulcerro Never thought Id say MTG is a reasonable voice / figure"
X Link 2025-11-16T18:52Z [----] followers, [--] engagements

"@Aureliusltd28 $FTAI - think its a double by end of [--]. More here - https://open.substack.com/pub/komodocapital/p/why-ftai-aviation-ftai-will-fly-inr=tt19k&utm_medium=ios https://open.substack.com/pub/komodocapital/p/why-ftai-aviation-ftai-will-fly-inr=tt19k&utm_medium=ios"
X Link 2025-11-19T22:55Z [----] followers, [----] engagements

"@KarstResearch How bout $MOH"
X Link 2025-11-29T19:56Z [----] followers, [---] engagements

"@Ashton_1nvests Undervalued - $DAVE"
X Link 2025-12-02T02:58Z [----] followers, [---] engagements

"@ACapitalLP Highest conviction for 4-5 yrs - $FTAI Highest conviction based on near-term alpha - $DAVE"
X Link 2025-12-04T04:02Z [----] followers, [----] engagements

"@KairosPraxis Slightly cheaper now 👀"
X Link 2025-12-04T04:36Z [----] followers, [--] engagements

"@bjmtweets Playing devils advocate here: if PIF doesn't grow in Q4 would you be concerned"
X Link 2025-12-04T04:41Z [----] followers, [---] engagements

"@FIREDUpWealth My fav's are: - $FTAI - $DAVE - $ROOT"
X Link 2025-12-20T03:14Z [----] followers, [---] engagements

"@Uzocapital $ASPI continues to be the one Im most excited about in 26"
X Link 2025-12-30T02:12Z [----] followers, [---] engagements

"@PantexCap I hear you Worked well with $FTAI this year for me as well"
X Link 2025-12-30T02:39Z [----] followers, [---] engagements

"@HighyieldHarry Sydney Sweeney"
X Link 2025-12-30T03:24Z [----] followers, [---] engagements

"@FundasyInvestor Its in the ticker lol"
X Link 2025-12-30T16:15Z [----] followers, [---] engagements

"@KyleAdamsStocks Bold I wouldn't have thought Miami could beat OSU but this start is. wow. - I have Indiana beating Bama Georgia beating Ole Miss and TTU beating Oregon"
X Link 2026-01-01T01:28Z [----] followers, [---] engagements

"@CedarStResearch what do you mean"
X Link 2026-01-01T03:17Z [----] followers, [---] engagements

"@UncleAlpha007 [--] years seems like an aggressive timeline no"
X Link 2026-01-01T04:01Z [----] followers, [---] engagements

"@KaneCapz @taobanker Rate cuts will be a headwind for $DAVE but demand is insatiable and shares are too cheap"
X Link 2026-01-01T21:19Z [----] followers, [---] engagements

"@UncleAlpha007 @Agrippa_Inv I tend to agree with your commentary on the economics. But this is still the 1st contract they signed and this deal: [--]. lowers cost of capital & provides better access to cheap debt [--]. To my knowledge none of the colo contract tenants committed 1/3 of CapEx for GPU's upfront"
X Link 2026-01-01T21:43Z [----] followers, [---] engagements

"@joinyellowbrick"
X Link 2026-01-02T17:54Z [----] followers, [---] engagements

"@Uzocapital Also $ROOT fits this as a 2H '26 play. Not hypergrowth but certainly a growth story that's not adequately reflected on '27 numbers"
X Link 2026-01-02T18:18Z [----] followers, [---] engagements

"@KyleAdamsStocks $FTAI $DAVE $ROOT $ASPI $TPB"
X Link 2026-01-03T05:51Z [----] followers, [---] engagements

"@everyonehatesp1 What is a max weight for you"
X Link 2026-01-03T05:56Z [----] followers, [---] engagements

"@bjmtweets @KabraxFX $ROOT should be ceding less of their premiums (as a %) in the NTM from reinsurance too but I agree that $LMND will grow faster next year"
X Link 2026-01-04T04:29Z [----] followers, [---] engagements

"@lasse108 $FTAI $DAVE $ROOT"
X Link 2026-01-04T16:59Z [----] followers, [---] engagements

"@Mindset4Money_X I like it man"
X Link 2026-01-04T17:06Z [----] followers, [---] engagements

"@davey_juice Congrats on the performance man"
X Link 2026-01-05T01:07Z [----] followers, [---] engagements

"@thegresearch Thank you Guardian. Been fun watching $FTAI and less so $DAVE catch attention in the last year +. I think FIP is interesting if youre more drawn to hard infrastructure but no position and Im not motivated to make it a port position"
X Link 2026-01-05T04:11Z [----] followers, [---] engagements

"@KyleAdamsStocks what's the largest allocation"
X Link 2026-01-06T04:50Z [----] followers, [---] engagements

"@lazereater I second the $DAVE sentiment"
X Link 2026-01-06T05:11Z [----] followers, [---] engagements

"Ive been close with @capital_mindset and @AndrewM61370616 the guys behind Fraxinus Capital for [--] years now and theyre some of the most talented Ive met. Highly recommend this listen on $TPB - Im long. 🚨🚨🚨NEW PODCAST EPISODE🚨🚨🚨 @capital_mindset Tells Us Why Turning Point Brands Is The Best Way To Play The Nicotine Pouch Growth Story $TPB (00:00) Introduction (03:58) Exploring Turning Point Brands: Company Overview (07:46) The Shift to Nicotine Pouches: Market Trends https://t.co/vXXD2GAnmf 🚨🚨🚨NEW PODCAST EPISODE🚨🚨🚨 @capital_mindset Tells Us Why Turning Point Brands Is The Best Way"
X Link 2026-01-07T19:34Z [----] followers, [----] engagements

"My biggest takeaways from $ROOT (1/12) conference: [--]. They have new partnerships signed that haven't launched yet [--]. Continue to invest in Hyundai partnership ingesting vehicle sensor data to order replacement parts in an accident and find local mechanic shops $ROOT is disrupting the $300B auto insurance market. They are the largest insurtech in the nation Key insights from CEO Alex Timm from today's Fireside Chat: - New pricing models boosted quote LTV by 20% this year. - Independent Agent channel 3x'd YoY despite still only $ROOT is disrupting the $300B auto insurance market. They are the"
X Link 2026-01-12T23:41Z [----] followers, [---] engagements

"@Mindset4Money_X $ROOT & $TPB"
X Link 2026-01-14T04:39Z [----] followers, [---] engagements

"@AndrewM61370616 @BarnieTaintpipe Beat me to this comment lol"
X Link 2026-01-16T19:04Z [----] followers, [--] engagements

"@RahulSetty_"
X Link 2026-01-16T19:53Z [----] followers, [---] engagements

"@KairosPraxis Was looking at it last night and I agree"
X Link 2026-01-22T00:18Z [----] followers, [---] engagements

"@KairosPraxis Falls squarely in the rigid narrative of "muh software margins no longer defensible" Vibe coding will impact many publicly traded names. but I can speak with confidence that it won't w/ cyber sec"
X Link 2026-01-22T01:39Z [----] followers, [--] engagements

"@OddDiligence"
X Link 2026-01-23T01:56Z [----] followers, [---] engagements

"@TreyHenninger Appreciate your thoughts. When you found $SODI did you feel that they had a durable competitive advantage Or that they would develop one in the near future"
X Link 2024-09-02T17:10Z [----] followers, [---] engagements

"@rochonpapi $DR.TO as a returning capital to shareholders play or $DNTL would fit this description even better"
X Link 2023-12-29T05:42Z [----] followers, [---] engagements

"@JerryCap Damnit $VTY"
X Link 2025-01-03T04:52Z [----] followers, [---] engagements

"@KrisRymer Look forward to reading also interested to hear why not $RELY"
X Link 2025-03-17T02:55Z [----] followers, [---] engagements

"@KrisRymer Yup speaking to WISE & RELY not so much Euronet"
X Link 2025-03-17T14:04Z [----] followers, [--] engagements

"@KrisRymer Agreed. I tend to view $WIZEY as a larger beneficiary of a network effect given theyre more likely to keep capital in wallets (as opposed to transferring to domestic banks)"
X Link 2025-03-17T14:55Z [----] followers, [--] engagements

"@TheManwel @YankyBanash @muddywatersre I did a writeup back in June that may help your research: https://open.substack.com/pub/komodocapital/p/deep-dive-applovin-corporation-appr=tt19k&utm_medium=ios https://open.substack.com/pub/komodocapital/p/deep-dive-applovin-corporation-appr=tt19k&utm_medium=ios"
X Link 2025-03-28T01:30Z [----] followers, [--] engagements

"Even after the run-up $ADYEY is still not expensive. $58B USD Mkt cap $46B USD EV Did $1.8-1.9B USD in '24 FCF Trailing EV/FCF of: 25x Very high op. leverage could carry them to 30%+ FCF growth w/ minimal dilution. Fwd EV/FCF could be: 17-19x. pretty cheap"
X Link 2025-07-26T15:16Z [----] followers, [----] engagements

"Decent $ADYEY H1 [--] Earnings: - Net Sales +20% YoY - EBITDA +28% YoY - FCF +32% YoY conversion of 87% Aligns with my below thoughts but competition still a big concern. Probably 16-18x NTM EV/FCF Even after the run-up $ADYEY is still not expensive. $58B USD Mkt cap $46B USD EV Did $1.8-1.9B USD in '24 FCF Trailing EV/FCF of: 25x Very high op. leverage could carry them to 30%+ FCF growth w/ minimal dilution. Fwd EV/FCF could be: 17-19x. pretty cheap. Even after the run-up $ADYEY is still not expensive. $58B USD Mkt cap $46B USD EV Did $1.8-1.9B USD in '24 FCF Trailing EV/FCF of: 25x Very high"
X Link 2025-08-14T14:14Z [----] followers, [----] engagements

"Trimmed some $ADYEY today in favor of $PSIX simply think its a better R/R at this price"
X Link 2025-09-04T21:51Z [----] followers, [----] engagements

"@davey_juice Yup I recently consolidated some $ADYEY into $PSIX. Also think $DLO is more compelling at current price"
X Link 2025-09-06T19:36Z [----] followers, [---] engagements

"Sold some $ADYEY in favor of $DAVE this morning"
X Link 2025-09-09T15:37Z [----] followers, [----] engagements

"- Spreads have increased so massively they increased loss rates +6% to expand GP & EBITDA - Payback / CAC basis on gross basis of [--] mo. - No pricing increases for existing customers yet - Over 1/2 of users via transaction data are engaging w/ BNPL in some way"
X Link 2025-09-09T22:26Z [----] followers, [---] engagements

"- $CCB is originating ExtraCash loans hold loans through maturity creating lesser B/S risk way to unlock more cash - Servicing [--] million users [--] million total registered users with [---] DAVE employees"
X Link 2025-09-09T22:26Z [----] followers, [---] engagements

"Cut the last chunk of $ADYEY and added to $DAVE - I think its very misunderstood. Sold some $ADYEY in favor of $DAVE this morning Sold some $ADYEY in favor of $DAVE this morning"
X Link 2025-09-15T14:06Z [----] followers, [----] engagements

"@EquityBrian $DAVE - have at 10x NTM E growing topline 40+% Older writeup but biz overview: https://open.substack.com/pub/komodocapital/p/dave-inc-dave-is-mis-understood-andr=tt19k&utm_medium=ios https://open.substack.com/pub/komodocapital/p/dave-inc-dave-is-mis-understood-andr=tt19k&utm_medium=ios"
X Link 2025-12-28T04:28Z [----] followers, [---] engagements

"@UncleAlpha007 In the event that $IREN doesn't sign a new contract w/ better unit econ. on earnings would you move that capital to $CIFR"
X Link 2026-02-03T02:38Z [----] followers, [---] engagements

"@TopTickResearch How large an allocation for you"
X Link 2026-02-03T20:29Z [----] 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