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@victaurs Avatar @victaurs Victaurs

Victaurs posts on X about $wal, money, $jef, $ubs the most. They currently have XXXXX followers and 1104 posts still getting attention that total XXXXX engagements in the last XX hours.

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Social Influence #

Social category influence stocks finance cryptocurrencies technology brands countries

Social topic influence $wal #59, money, $jef #22, $ubs #10, $dlo #56, $klar #22, finance, $gs #46, $jpm #54, $crcl #114

Top accounts mentioned or mentioned by @aureliusltd28 @parrotcapital @investorj3 @dannydayan5 @deitaone @blondesnmoney @charrisinvest @globalflows @taobanker @tictoctick @leveragevaluep @schornack @zerohedge @sixsigmacapital @mikeschiemer @310value @michelben69 @bitmoreleverage @nohesicapital @wilmesnick

Top assets mentioned Walrus (WAL) Jefferies Financial Group Inc. (JEF) UBS Group AG (UBS) DLocal Limited Class A Common Shares (DLO) Klarna Group (KLAR) GammaSwap (GS) JPMorgan Chase (JPM) Circle Internet Group, Inc. (CRCL) Wells Fargo & Co (WFC) Chime Financial, Inc. Class A Common Stock (CHYM) NVIDIA Corp. (NVDA) Advanced Micro Devices (AMD) Pagaya Technologies Ltd. Class A Ordinary Shares (PGY) First Citizens BancShares, Inc. (FCNCA) SVB Financial Group (SIVBQ) Autozone Inc (AZO) PayPal Holdings Inc (PYPL) 4 (FOUR) OwlDAO (OWL) Apollo Global Management, Inc. (APO) KKR & Co, Inc. (KKR) Blackstone, Inc. (BX) StoneCo Ltd. Class A Common Shares (STNE) Goldman Sachs (GS) AurusX (AX) Valley National Bancorp (VLY) Bank OZK (OZK) Wintrust Financial Corp (WTFC) Cadence Bank (CADE) Popular Inc (BPOP) East West Bancorp, Inc. (EWBC) Ameris Bancorp (ABCB)

Top Social Posts #

Top posts by engagements in the last XX hours

"The First Brands bankruptcy is not about bad credit. It is about broken paperwork. $WAL $JEF $UBS all sit in the middle. Full breakdown here"
X Link @victaurs 2025-10-12T16:33Z 4865 followers, 1554 engagements

"@sigmazerocap Thats the small-cap trap. Why hunt for scraps when $DLO gives you growth liquidity and a real runway Most cheap stocks are cheap for a reason"
X Link @victaurs 2025-10-10T14:21Z 4866 followers, XXX engagements

"@junkbondinvest Private credit is where yield tourists see income and veterans see opacity. Flows always peak just as the real risks stop hiding"
X Link @victaurs 2025-10-12T16:23Z 4865 followers, 1238 engagements

"Trade finance sounds boring until it explodes. One bad filing one duplicate pledge one misplaced lockbox and the whole structure collapses into a legal knife fight. The lawyers always get paid"
X Link @victaurs 2025-10-12T15:15Z 4869 followers, 1023 engagements

"If you are buying $UBS $JEF or $WAL here you are not betting on creditworthiness. You are betting on whether First Brands double pledged too much of its $2.3B in receivables"
X Link @victaurs 2025-10-09T15:32Z 4865 followers, 7507 engagements

"The fear around $WAL isnt whether Walmart pays its bills. Its whether Western Alliance actually controls the lockbox those payments land in. In finance the risk often hides in the plumbing"
X Link @victaurs 2025-10-09T15:54Z 4866 followers, 1072 engagements

"Thats the ouroboros risk nobody wants to talk about. $NVDA funds $OPENAI which buys $AMD which props the ecosystem that $NVDA needs to justify $100B capex. Feels less like free markets and more like circular financing with a GPU accent"
X Link @victaurs 2025-10-06T15:46Z 4868 followers, 4760 engagements

"If $2.3B can disappear from a broadly syndicated loan imagine the blind spots in private credit where lenders mark their own homework"
X Link @victaurs 2025-10-11T14:25Z 4870 followers, 17.9K engagements

"Lehman was levered 30x on Level X sludge. $GS is levered 12x with daily margined trading books. Stop the cosplay"
X Link @victaurs 2025-10-15T14:50Z 4865 followers, XXX engagements

"$JPM CET1 at 14.4%. The fortress is over capitalized. Regulators sleep easy doomers lose sleep"
X Link @victaurs 2025-10-15T15:10Z 4865 followers, XXX engagements

"For $WAL to lose real money four things must go wrong: collateral ruled ineligible overadvance triggered no cure and loss of control. Tall stack of failures. Not there yet"
X Link @victaurs 2025-10-12T15:56Z 4865 followers, 2851 engagements

"@MitchMartan98 $PGY may ride the consumer credit tailwind but bottoms arent called by vibes. They are called when delinquency math bends back in your favor"
X Link @victaurs 2025-10-14T19:05Z 4866 followers, XXX engagements

"$C returned $6.1B to shareholders this quarter. Buybacks + dividend. Payout ratio 176%. Not exactly dying bank behavior"
X Link @victaurs 2025-10-14T20:19Z 4866 followers, XXX engagements

"$klar IPO is being sold as the hottest thing in fintech. Thats your first warning. The network is big: 93m customers 675k merchants embedded at checkout with Stripe Worldpay and Apple Pay. The economics are thin: XXX% take rate vs Affirms 4%. To keep growing they need volume on volume. IPO math: $14B valuation at 5x revenue. XX% of shares sold are insiders cashing out. Thats not funding growth. For Klarna to look cheap at 2-3x sales it needs $180B-$220B in GMV. Thats 50-80% growth before you even break even on the multiple. The dream is an Amazon-style ecosystem: payments lending ads"
X Link @victaurs 2025-09-08T19:42Z 4868 followers, 17.2K engagements

"When $GS is minting $2.66B in investment banking fees and FICC is humming on rates + mortgages it tells you something: capital markets arent dead"
X Link @victaurs 2025-10-14T14:29Z 4865 followers, 1621 engagements

"$UBS may face $500M in First Brands exposure. That is real money but shared pain rarely becomes systemic. The lawyers will bill. The banks will mark. The system absorbs"
X Link @victaurs 2025-10-10T15:58Z 4865 followers, 1210 engagements

"Paperwork is the silent balance sheet"
X Link @victaurs 2025-10-12T18:00Z 4861 followers, XXX engagements

"Some of these rates up winners should keep winning in '25 while others will not. $FCNCA is going to buy a lot of itself back in '25 plus it's $SIVB business lines benefit from lower rates (VC ecosystem). $JPM even told people go forward returns would be harder. Thoughts"
X Link @victaurs 2024-09-15T17:24Z 4866 followers, XXX engagements

"The First Brands bankruptcy is not about whether AutoZone or Walmart pay their bills. They will. The real fight is about who gets the money once it arrives"
X Link @victaurs 2025-10-10T18:55Z 4866 followers, 1008 engagements

"A run requires deposits that flee with one click. Jefferies has none. Its liabilities are contractual collateralized term-based. Repo can raise haircuts not vanish overnight. The story here is not solvency it is reflexivity"
X Link @victaurs 2025-10-13T15:40Z 4869 followers, XXX engagements

"In Tommy Boy Big Tom sells a Callahan guarantee. You trust the man so you trust the part. In trade finance the guarantee is a UCC filing. Break that and it does not matter if Walmart still sells wipers. You are holding a promise the court may not honor"
X Link @victaurs 2025-10-09T20:00Z 4870 followers, XXX engagements

"@EquityBrian $PYPL trades like a legacy utility $FOUR and $ADYEN still trade like growth the spread is really about who you think survives the next margin squeeze"
X Link @victaurs 2025-09-30T14:40Z 4853 followers, XXX engagements

"Private credit looks shiny until you realize the treadmill never stops. $OWL $APO $KKR $BX have to keep pouring money into levered loans whether the cycle justifies it or not"
X Link @victaurs 2025-10-03T14:45Z 4868 followers, XXX engagements

"The scariest part of $UBS exposure is not the number. It is the timeline. These fights drag on for quarters sometimes years"
X Link @victaurs 2025-10-11T18:30Z 4869 followers, 1053 engagements

"@zerohedge Translation: $WFC is in subprime just not knee-deep. Credit risk doesnt care how far you wade when the tide goes out"
X Link @victaurs 2025-10-14T20:27Z 4865 followers, XXX engagements

"$JPM net income $14.5B EPS $XXXX. Thats one quarter. Whole countries dont make that"
X Link @victaurs 2025-10-14T20:00Z 4866 followers, XXX engagements

"$WFC just printed $5.6B net income EPS $XXXX. Loan growth strongest in X years ROTCE over 15%. Credit costs falling. Thats not stress. Thats strength"
X Link @victaurs 2025-10-14T14:14Z 4865 followers, XXX engagements

"$crcl IPOd at $58B. $chym at $11.6B. $klar at $14B. Different tickers same question: are you buying businesses or just stories"
X Link @victaurs 2025-10-02T15:06Z 4863 followers, XXX engagements

"$STNE isnt flashy. It doesnt pitch a future AI monopoly or dream of reinventing money. What it does is grow EPS 20%-30% recycle divestment proceeds into buybacks and stay disciplined on credit risk. At 14x trailing and 10x forward earnings it compounds faster than peers still priced richer. Sometimes the best trades arent about catching the next big theme. Theyre about holding a company that quietly does the small things right over and over again"
X Link @victaurs 2025-09-23T15:37Z 4866 followers, 1222 engagements

"If $WAL survives this intact it will not be because the market was kind. It will be because its lawyers filed the right UCC forms and controlled the right lockboxes"
X Link @victaurs 2025-10-11T14:39Z 4853 followers, 1589 engagements

"A $40M hit at $JEF is not a crisis. The real question is whether LPs still believe in the trade-finance story after seeing how messy the collateral can be"
X Link @victaurs 2025-10-11T17:43Z 4870 followers, 1586 engagements

"People call this a credit event. I call it a legal event. Credit risk is when the borrower cannot pay. Legal risk is when three lenders show up at court waving the same invoice. The borrower is fine. The system is not"
X Link @victaurs 2025-10-11T19:05Z 4866 followers, 11.8K engagements

"When XX% of household wealth is in equities the market isnt just an asset class its national policy. $GS calling it an all time high is another way of saying America is more levered to stocks than ever"
X Link @victaurs 2025-10-07T15:08Z 4866 followers, 8382 engagements

"Some up cap cheap names hiding in plain sight: $WAL $CUBI $AX $VLY $OZK $EWBC $WTFC $CADE $ABCB $BPOP. all XX fwd EPS while compounding TBV X % and spinning doubledigit ROATCE. Thoughts"
X Link @victaurs 2025-07-30T15:32Z 4866 followers, 5801 engagements

"$crcl $chym $klar Different tickers same story: insiders cashing out while retail chases hype"
X Link @victaurs 2025-10-01T13:50Z 4869 followers, 1069 engagements

"$JEF is not blowing up. A $40M loss on $669M in net income is irritation not extinction. The real risk is reputation and whether LPs trust the platform after this"
X Link @victaurs 2025-10-10T14:23Z 4870 followers, 1822 engagements

"$C revenues rose X% YoY to $22.1B. Services Markets Banking Wealth and USPB all posted records. That is not a shrinking franchise that is a franchise firing across the board"
X Link @victaurs 2025-10-14T16:15Z 4866 followers, XXX engagements

"The $715M First Brands receivables matter. But not as much as what people imagine might be hiding in the shadows. Opacity prices faster than exposure"
X Link @victaurs 2025-10-13T19:00Z 4866 followers, XXX engagements

"The panic around $WAL is about structure not solvency. If the lien is perfected and the lockbox is secure the collateral pays out. If not bankruptcy court decides who eats first"
X Link @victaurs 2025-10-10T15:01Z 4866 followers, 2096 engagements

"Adyen trades at 25x EBITDA with XX% margins. Block sits at 18x with thinner profits. PayPal at 12x but growth has slowed. Wise at 14x grows faster than PayPal steadier than Block and profits unlike Remitly. Tell me again why its just a remittance app"
X Link @victaurs 2025-09-24T21:03Z 4866 followers, 1694 engagements

"@DeItaone When $19B vanishes in a day it reminds you crypto isnt an inflation hedge or safe haven. It is leverage in its purest form and tariffs just pulled the trigger"
X Link @victaurs 2025-10-11T18:35Z 4851 followers, XXX engagements

"dLocal is proof that the edge isnt always about building better tech. Sometimes the edge is willingness. Stripe and Adyen went global. dLocal went frontier. Nobody else wanted to. That willingness created a toll booth for billions of consumers"
X Link @victaurs 2025-10-05T19:05Z 4866 followers, XXX engagements

"Out tomorrow"
X Link @victaurs 2025-10-06T16:34Z 4869 followers, 1858 engagements

"The bear case is clear: net take rate drifts below X% FX hits P&L merchants insource. The bull case is also clear: cross-border share climbs Asia & Africa scale and investors re-rate it closer to Adyen. The truth Its perception that decides. $DLO"
X Link @victaurs 2025-10-04T15:33Z 4853 followers, XXX engagements

"Is dLocal the Adyen for EM Or just another LatAm processor The spread between those narratives is the trade"
X Link @victaurs 2025-10-04T18:14Z 4853 followers, 3186 engagements

"$crcl at 32x revenue in 2021. $klar at 5x today. Same hype cycle just at a discount"
X Link @victaurs 2025-10-06T14:52Z 4868 followers, XXX engagements

"$JEF confirmed a $XXX million stake in Point Bonita Capital a $X billion trade-finance fund that had lent to First Brands plus $XX million in First Brands loans across a dozen CLOs. Goldmans model put the worst-case damage at just $XX million pre-tax roughly 5%of 2025 EPS. Not Lehman XXX. Sorry"
X Link @victaurs 2025-10-09T13:15Z 4866 followers, 2796 engagements