[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@victaurs Avatar @victaurs Victaurs

Victaurs posts on X about $gpn, bank, if you, business the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.

Engagements: XXXXX #

Engagements Line Chart

Mentions: XX #

Mentions Line Chart

Followers: XXXXX #

Followers Line Chart

CreatorRank: XXXXXXXXX #

CreatorRank Line Chart

Social Influence

Social category influence stocks XXXXX% finance XXXXX% technology brands XXXXX% cryptocurrencies XXXX%

Social topic influence $gpn #4, bank #1736, if you 9.52%, business 4.76%, $wal #38, wal 4.76%, what you 4.76%, $shop #615, $adbe #203, liquidity XXXX%

Top accounts mentioned or mentioned by @siyul @1lemonaday @chrislloydcfp @kab604 @apompliano @sjosephburns @fishtowncap @stockmktnewz @andrewcoye @william_r2rclub @aureliusltd28 @0xlouca @andreassteno @mikealfred @kobeissiletter @sixsigmacapital @budgetdog @theetftracker @intocryptoverse @charliebilello

Top assets mentioned Global Payments Inc (GPN) Walrus (WAL) Shopify Inc (SHOP) Adobe, Inc. (ADBE) ServisFirst Bancshares Inc. (SFBS) Flagstar Financial, Inc. (FLG) Mastercard, Inc. (MA) Rocket Companies, Inc. (RKT) Apple, Inc. (AAPL) NVIDIA Corp. (NVDA) Microsoft Corp. (MSFT) The Bancorp Inc. (TBBK) Bank OZK (OZK) Basis Cash (BAC) JPMorgan Chase (JPM) Columbia Banking Systems Inc (COLB) Simmons First National Corp (SFNC) First Interstate BancSystem, Inc. - Class A (FIBK) US Bancorp (USB) Bank of Hawaii Corp. (BOH) First Hawaiian, Inc. Common Stock (FHB) Zions Bancorporation, NA. (ZION)

Top Social Posts

Top posts by engagements in the last XX hours

"Run the math. If $GPN grows EPS X% to XX% a year for five years you get a bit over XX% earnings growth. You still need the multiple to drift from 6x to X or X times just to flirt with a double. That is a lot of execution risk for a business fighting better positioned competitors on every flank"
X Link 2025-12-04T19:33Z 5183 followers, 23.1K engagements

"@0xLouca Every cycle needs a reminder that number go up isnt a thesis. $WAL looks less like investing and more like musical chairs where the music stopped before most people realized it was a game"
X Link 2025-12-09T16:06Z 5183 followers, XX engagements

"For the smaller bank nerds I keep circling back to names like $UNTY $PLBC $QCRH $SMBC $OPBK $FBIZ $SFBS Not recommendations just places where the TBVPS trend and the current valuation make me curious. Which under followed banks sit on your radar that almost nobody talks about. Tag a ticker you think deserves a deeper look"
X Link 2025-12-10T14:14Z 5183 followers, 3223 engagements

"@AndreasSteno Rate cuts + PMIs ticking up is a clean small cap story on paper. The real tell over 2026 will be how much of this move is genuine earnings leverage from cleaner balance sheets vs a positioning squeeze after two years in the penalty box"
X Link 2025-12-10T17:43Z 5183 followers, XXX engagements

"When I look at a new bank I start with one question: Has management compounded tangible book value per share through more than one cycle or did they just survive a good era. Curious what you look at first on a fresh bank name. Is it TBVPS growth ROE credit deposits or something else entirely"
X Link 2025-12-08T19:43Z 5184 followers, 3963 engagements

"Honest question for the bank crowd. If I told you that over the next X years the sector earns mid teens EPS growth and the curve stays mildly sloped which X bank tickers would you want to own straight through. Reply with your top X and a X line reason for each. I will read every answer"
X Link 2025-12-09T16:00Z 5184 followers, 2500 engagements

"$FLG still has plenty of skeletons. Non accruals are high reserves are thin and New York politics are not exactly a tailwind. But CET1 is over XX% costs are down a third and NIM has risen three quarters in a row. That asymmetry is what keeps me interested. If you hate it I would love to hear why"
X Link 2025-12-10T19:18Z 5184 followers, 1279 engagements

"Stripe and Adyen spent a decade building unified developer first platforms. Toast owns the full restaurant workflow not just the payment. $GPN stitched together Heartland TSYS EVO and a half dozen others and called it a platform. Scale helps but Frankenstein stacks rarely earn premium multiples"
X Link 2025-12-04T16:45Z 5183 followers, XXX engagements

"Payments has a simple gravity. If your take rate is a thin scrape on Visa and Mastercard rails and you do not own the workflow your pricing power is capped. $GPN lives under that gravity. Toast Stripe Adyen and Shopify are busy trying to escape it"
X Link 2025-12-05T19:00Z 5183 followers, XXX engagements

"I knew nobody would really care about $GPN but I put it out anyways. Next week will probably put out one on $ADBE and $RKT. If you have names/tickers you are looking it be sure to tag me with them"
X Link 2025-12-05T19:01Z 5183 followers, 3139 engagements

"@FishtownCap @siyul 🍻🍻🍻"
X Link 2025-12-05T23:07Z 5181 followers, XX engagements

"Look where the real excitement sits in payments. Clover in SMB retail Toast in restaurants Shift4 in venues Stripe and Adyen in global enterprise platforms like Shopify at checkout. When the edge lives in software and workflow the commodity processor ends up being the quiet counterparty not the hero of the story"
X Link 2025-12-06T19:23Z 5183 followers, XXX engagements

"Every value trap I have ever owned started with the same line in my notes. Market is overreacting this is just too cheap. Cheap only matters if the business can still take share grow earnings or earn a rerate. With $GPN you are mostly underwriting survival in a crowded low margin lane"
X Link 2025-12-06T19:31Z 5181 followers, 3491 engagements

"If your idea needs perfect execution friendly macro and a rerate just to be worth it you are probably underwriting too much for a 6x stock"
X Link 2025-12-07T14:25Z 5183 followers, XXX engagements

"@TheETFTracker Most people think $QQQ is a clean index bet but this is really a Mag X + friends portfolio. If your career equity comp and housing market already lean tech loading up on $NVDA $AAPL $MSFT here is less diversification and more doubling down on the same risk"
X Link 2025-12-07T16:18Z 5181 followers, XXX engagements

"@intocryptoverse Four year cycle intact might say less about destiny and more about how liquidity and investor memory reset on a similar clock. This top fits that: not a blow off mania like 2017/2021 more a slow fade where the marginal buyer quietly ran out of balance sheet"
X Link 2025-12-07T16:36Z 5181 followers, 4695 engagements

"The chart is a good reminder that stocks only go up because of QE was always too simple. The last X years mixed real earnings AI capex fiscal support and positioning while QT ran in the background. The harder question now is what you are underwriting if multiples stay here without that liquidity tailwind coming back"
X Link 2025-12-07T16:55Z 5183 followers, 1945 engagements

"Some of the most interesting names right now live in the everyones nervous bucket. Think $WAL $CUBI $TBBK $OZK $MBIN $FFBB Real TBVPS growth real hair real debate. If you had to build a basket of 3-5 ugly compounders in banks which tickers would you pick and why"
X Link 2025-12-08T20:04Z 5183 followers, 4721 engagements

"@charliebilello The hard part isnt believing in equities its living through the whiplash. A XX% drawdown that turns into new highs in under X months is exactly why market timing looks great in hindsight and brutal in real time. You either sit through it or you miss the move"
X Link 2025-12-09T16:21Z 5183 followers, XX engagements

"@william_R2Rclub Nice mix of quality and optionality. $JPM as the sleep at night compounder $BAC as the clean curve/consumer bet and $C where youre getting paid for cleanup risk. If funding costs flare again which one are you trimming first"
X Link 2025-12-09T16:29Z 5183 followers, XXX engagements

"@StockMKTNewz This is the side of the AI trade that actually earns a multiple. $ADBE wiring Photoshop/Express/Acrobat into the default interface for work turns them into verbs you call not apps you open and that kind of distribution edge is hard to fade"
X Link 2025-12-10T16:35Z 5183 followers, XXX engagements

"The tricky part is that the path from here to X% is not a straight glide it is a series of data dependent air pockets once those layoffs hit the tape. Markets are already trading the destination; the real risk is how much damage gets done to earnings and credit before the Fed can admit the labor market has cracked"
X Link 2025-12-10T16:51Z 5183 followers, XX engagements

"@APompliano Monetary policy always feels behind the curve when you judge it from the most recent chart. The harder question is not just cut or dont cut but what you are underwriting if the Fed bails out markets before we see what tighter money actually did to real earnings"
X Link 2025-12-10T17:18Z 5185 followers, XX engagements

"Buybacks at or below TBVPS only help if the underlying bank can actually grow TBV. Otherwise you just end up owning a bigger slice of something that refuses to move. When you look at names like $STEL $COLB $SFNC $TFIN $FIBK $FRST $USB $BOH $FHB $ZION how many of those have truly earned the right to shrink their float"
X Link 2025-12-09T15:30Z 5183 followers, 1505 engagements

"If you could only keep one ratio on your bank dashboard for the next X years which would you choose P/TBV ROE NIM CET1 deposit beta or something more obscure. Reply with your pick and a sentence on why. I am genuinely curious what other people anchor to"
X Link 2025-12-10T19:41Z 5183 followers, 5826 engagements