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Uncia Capital Management posts on X about $fico, $efx, $bhf, $tru the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.
Social category influence stocks XXXXX% finance XXXXX% cryptocurrencies XXXX%
Social topic influence $fico 5.56%, $efx 5.56%, $bhf #2, $tru 4.44%, $expn 4.44%, $fhn #6, take the 3.33%, insurance #660, $70sh #1, credit scores XXXX%
Top accounts mentioned or mentioned by @fishtowncap @revcap @pantexcap @m27005607 @altafoxcapital @melmattison1 @dampedspring @dannydayan5 @bobeunlimited @paulomacro @shaunrein @thinkersforumcn @ragingventures @chartfest1 @puppyeh1 @unciacapitalp176158627 @xavierroder @su917161719 @dankomaxi @joinyellowbrick
Top assets mentioned Fair Isaac, Corp. (FICO) Effect.AI (EFX) Brighthouse Financial, Inc. (BHF) TrueBit (TRU) First Horizon, Corp. (FHN) Zions Bancorporation, NA. (ZION) Walrus (WAL) BGC Group, Inc. Class A Common Stock (BGC) Kemper Corporation (KMPR) Progressive Corp (PGR) Alliance Fan Token (ALL) Banc of California, Inc. (BANC) Marsh & McLennan Companies, Inc. (MMC) JPMorgan Chase (JPM) Wells Fargo & Co (WFC) GammaSwap (GS)
Top posts by engagements in the last XX hours
"@m27005607 Fair point but also suggests that a buyer wouldn't pay $70/sh for this then either because they would have to MTM the balance sheet and as you noted the actuarial review would indicate a deficiency; comes back to why would anyone pay $65-70/sh when every savvy PE firm walked"
X Link @unciacapital 2025-09-19T20:14Z 3826 followers, XXX engagements
"@m27005607 If you're the sole remaining buyer game theory would suggest you wait until $BHF concludes their annual actuarial review; let the stock trade to $30/sh; then you come in and buy it for $45-50/sh. Paying up now makes v little sense to me"
X Link @unciacapital 2025-09-19T20:21Z 3827 followers, XXX engagements
"Another name that I think should PRINT this Q and year: $BGC. If you look at CME's earnings volumes in interest rate complex and FX quite strong. Also w/ closing of recent acquisitions which I don't think are modeled well I think $BGC can trade MUCH higher past $10/sh"
X Link @unciacapital 2025-04-23T15:00Z 3826 followers, 2868 engagements
"$FICO just threw down a new pricing model; essentially going direct to resellers in mortgage channel & taking more of the economics circumventing the bureaus $EFX and $TRU $EXPN Brilliant strategic move IMO"
X Link @unciacapital 2025-10-01T23:03Z 3823 followers, 14K engagements
"Credit scores represent a small % of the total cost of origination. Paying $XX for FICO or $XXXX for VS it's not a v large %. You need to take the cost of switching from FICO to VS into account which is substantial; just the score px doesn't matter. $FICO $EFX $TRU $EXPN"
X Link @unciacapital 2025-10-07T21:54Z 3823 followers, 10.9K engagements
"So not $70/sh $BHF"
X Link @unciacapital 2025-10-16T17:03Z 3827 followers, 2016 engagements
"Based on some interesting messages decided to compile my thoughts on $BHF. Hopefully thought provoking. Enjoy"
X Link @unciacapital 2025-09-24T01:27Z 3827 followers, 6848 engagements
"Oh boy those banks. so interesting. So LC banks were fine; commentary was fine. So why the carnage. Dimon's cockroach comment first but you also saw $FHN CEO talk about buying another bank; folks were hoping they would sell (v v dumb thesis IMO); then $ZION last night with"
X Link @unciacapital 2025-10-16T14:24Z 3827 followers, XXX engagements
"Tough way to make a living trying to bet on the next bank deal; $FHN CEO said they might do a deal (as an acquirer); quarter was fine but wow stock totally rolled over and now down 13%. That's called Multi-strat crowding FWIW and I think affecting the sector as folks de-risk"
X Link @unciacapital 2025-10-15T15:42Z 3827 followers, XXX engagements
". NOT running long only but $FHN was a consensus and popular long on a takeout and insurance as well people are long brokers. So this is IMO correlated deleveraging given the speed of the move. We'll see"
X Link @unciacapital 2025-10-16T14:27Z 3827 followers, XXX engagements
"Think about it this way $FICO is okay "losing" the price sensitive part of the market for a XXX% increase in price. You'd take the deal all day. CBs win price-sensitive parts of the market and "take share". Once again Lansing has proven IMO to be a strategic genius"
X Link @unciacapital 2025-10-07T23:00Z 3824 followers, 14K engagements
"I believe getting the $EFX action out of the way is what's called a "clearing" event. So anyone waiting on the sidelines now can evaluate if they want to be long $FICO here. All I'll say is that it's not much of a "price war" when one company takes UP pricing 100%"
X Link @unciacapital 2025-10-08T13:52Z 3823 followers, 1846 engagements
"Insurance no longer a hiding place; look at $PGR $ALL $KMPR etc. Personal lines was a "safe haven". To me this shows a bit more de-grossing / selling. Also note $XLF kissed the 200DMA and then. good night. Also breaking down. I still have low conviction in this environment"
X Link @unciacapital 2025-04-21T16:57Z 3825 followers, 1220 engagements
"So $FICO basically gets 2x economics + back-end fee. Pulte blessed it. EPS estimates likely going up 20-25% and there's 1mm shares short XXX days to cover. Ouch"
X Link @unciacapital 2025-10-02T14:12Z 3826 followers, 3850 engagements
"@Chartfest1 Correct. $ZION cockroach (not First Brands & Not TriColor) so something new. Has everyone spooked + $FHN people thought they would sell (CEO said they might buy). And now $WAL and $BANC exposed as well to same cockroaches as $ZION. Elevator down day in regionals"
X Link @unciacapital 2025-10-16T18:08Z 3827 followers, XXX engagements
"$BHF will they sell They should but the CEO makes $10mm/yr. $10MM/FUCKING YEAR for a -XXX% CAGR since spin. And the CIC is roughly $24mm = XXX yrs of comp. A XX year-old CEO; could run it for X more years and make $50mm. he literally makes more money hanging around"
X Link @unciacapital 2025-09-19T19:04Z 3827 followers, 8835 engagements
". a loss NOT First Brands NOT TriColor. SOMETHING ELSE (Cockroach). Then speculation on $WAL as well. Additionally fins pods usually trade insurance as well and insurance is supposed to be "defensive". Well today $MMC reported - weak organic so -7%. So of course a pod is "
X Link @unciacapital 2025-10-16T14:26Z 3827 followers, XXX engagements
"Summarized thoughts on todays large cap bank earnings. Good but not predictive. Enjoy $JPM $WFC $C $GS"
X Link @unciacapital 2025-10-14T17:20Z 3827 followers, XXX engagements
https://lunarcrush.com/api4/public/category/:category/creators/v1
Get the top creators for a social category
input parameters:
Example request:
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/category/musicians/creators/v1
Example response:
{
"data": [
{
"creator_id": "twitter::79293791",
"creator_name": "rihanna",
"creator_avatar": "https://pbs.twimg.com/profile_images/1960786225423659008/GhLekHuP_200x200.jpg",
"creator_followers": 106933122,
"creator_rank": 1,
"interactions_24h": 21430912
}
]
}
Schema:
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": "FoxNews",
"creator_display_name": "Fox News",
"creator_id": "1367531",
"creator_network": "twitter",
"creator_avatar": "https://pbs.twimg.com/profile_images/1956414642370015232/GEq5Z9jN_200x200.png",
"creator_followers": 208065784,
"creator_posts": 2299,
"creator_rank": 1,
"interactions_24h": 334657566
}
]
}
Schema:
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/1936002956333080576/kqqe2iWO_200x200.jpg",
"creator_followers": 227854844,
"creator_rank": 4,
"interactions_24h": 120031096,
"topic_influence": [
{
"topic": "elon musk",
"count": 189,
"percent": 1.71,
"rank": X
}
],
"top_community": [
{
"creator_name": "grok",
"creator_display_name": "Grok",
"creator_avatar": "https://pbs.twimg.com/profile_images/1893219113717342208/Vgg2hEPa_200x200.jpg",
"count": XXX
}
]
}
}
Schema:
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": 1759968000,
"end": 1760659200,
"bucket": "hour",
"name": "lunarcrush",
"remote_api": "danode1-13",
"generated": 1760647721
},
"data": [
{
"time": 1759968000,
"followers": 309011,
"interactions": 6824,
"posts_active": 35,
"creator_rank": 274812
}
]
}
Schema: