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@ACapitalLP A CapitalA Capital posts on X about $tln, $ocias, $tmc, business the most. They currently have XXXXXX followers and XX posts still getting attention that total XXXXXX engagements in the last XX hours.
Social category influence stocks XXXXX% finance XXXXX% cryptocurrencies XXXXX% technology brands XXXX% celebrities XXXX% exchanges XXXX% countries XXXX%
Social topic influence $tln #4, $ocias #46, $tmc #3, business 5.41%, $wbd #124, auction #1033, $eose #63, if you 4.05%, math 4.05%, eu #121
Top accounts mentioned or mentioned by @hovmester123 @shaqer23 @surfshopcapital @orrdavid @specsitscapmgmt @jakeallen3 @800b @andrewrangeley @dumbinvestorguy @cristron98016 @jasonlaser8 @floydeddiper @marginofdanger @charliegalt1 @aaswing2 @dannyocean555 @maverick_fint @realassetsvalue @amarilloslim1 @junkbondinvest
Top assets mentioned TALEN ENERGY CORP (DE) (TLN) TMC the metals company Inc. Common Stock (TMC) Warner Bros Discovery, Inc. (WBD) Eos Energy Enterprises, Inc. (EOSE) WEN Token (WEN) Genworth Financial, Inc. (GNW) Achain (ACT) SATS (Ordinals) (SATS) Core Scientific, Inc. Common Stock (CORZ) Array Digital Infrastructure, Inc. (AD) Viasat Inc (VSAT) retard to retired (R/R) 501 (23) NextDecade Corporation Common Stock (NEXT) Apartment Investment and Management Company (AIV) Flutter Entertainment plc (FLUT) Oracle Corporation (ORCL) CoreWeave, Inc. (CRWV) NVIDIA Corp. (NVDA) Alphabet Inc Class A (GOOGL) Broadcom, Inc. (AVGO) Coldstack (CLS) TTM Technologies Inc (TTMI) Advanced Micro Devices (AMD) Microsoft Corp. (MSFT) Lumentum Holdings Inc. Common Stock (LITE) FUNtoken (FUN) Netflix Inc (NFLX) Live Nation Entertainment, Inc. (LYV) Vixco (VIX) Sable Offshore Corp. (SOC)
Top posts by engagements in the last XX hours
"This is exactly what a perfect short-candidate CFO would say. A string of good news doesnt create intrinsic value. You can dress up the narrative all you want but eventually the fundamentals show up. $TMC"
X Link 2025-11-28T16:55Z 10.3K followers, 6229 engagements
"$GNW might be one of the most interesting least-discussed names out there. Its trading below the value of its $ACT stake alone and theres a huge legal claim that could drive real value for if the ruling holds. Some very sharp special-situation investors are in this"
X Link 2025-12-02T12:38Z 10.3K followers, 2304 engagements
"@Amarillo_Slim1 $RR $EOSE and $TMC are real companies with viable business plans and extremely sophisticated shareholder bases"
X Link 2025-12-04T00:40Z 10.3K followers, XXX engagements
"I just ran a back-of-the-envelope on $EOSE and I genuinely have no idea how its trading here. Even if you slap 20x on an elevated 2028 EBITDA number it still doesnt pencil. Anyone have a coherent explanation that doesnt involve a battery emoji 🔋"
X Link 2025-12-04T20:46Z 10.3K followers, 6349 engagements
"Anyone doing work on the $GLIBK / $GLIBA rights offering"
X Link 2025-11-23T10:32Z 10.3K followers, 4334 engagements
"SpaceX Proxy $SATS - this thing is worth $100+"
X Link 2025-12-05T18:52Z 10.3K followers, 10.1K engagements
"When $SATS agreed to take SpaceX stock for its spectrum the implied value was $11.1bn at a $498bn SpaceX valuation. If SpaceX prices a new round at $800bn that same stake is worth $17.8bn an uplift of $6.7bn or roughly +$23 per SATS share"
X Link 2025-12-05T19:11Z 10.3K followers, 2048 engagements
"@Hovmester123 @800b If you liked it at $800bn youre going to love it at $1.5trn"
X Link 2025-12-09T21:20Z 10.3K followers, XX engagements
"Too much style drift lets get back to special sits. What are your best catalyst-driven ideas right now"
X Link 2025-11-12T01:05Z 10.3K followers, 6584 engagements
"Event-Driven/Special Sits 13Fs (9/30/25)"
X Link 2025-11-14T23:02Z 10.3K followers, 14.9K engagements
"@junkbondinvest And $CORZ $TLN $AD equity"
X Link 2025-11-15T16:19Z 10.3K followers, 1188 engagements
"Anyone following the $OCI.AS liquidation/merger The math is pretty simple but seems mis-modeled by sellside (Texas CapEx overstated / Fertiglobe sale escrow funds missing). Youve got 5.15/share in cash and another XXXX in RemainCo assets to be sold. Hard to see how a conflicted party (Sawiris) can jam minorities with a bad merger ratio when such a high % of the target asset base is cash What am I missing"
X Link 2025-11-16T22:12Z 10.3K followers, 5512 engagements
"$TLN Caithness Deal Approval"
X Link 2025-11-18T14:34Z 10.3K followers, 1272 engagements
"The value uplift of separating the $VSAT DAT business is obvious my only worry with this one is if the catalyst is pushed out because the management team is conducting their own review of strategic alternatives"
X Link 2025-11-18T21:44Z 10.3K followers, 2267 engagements
"@shaqer23 290mm for only part of the $OCI.AS EU ferts business (when people were valuing the entire segment as low as 250mm) is a very good outcome here IMO"
X Link 2025-11-24T10:13Z 10.3K followers, XXX engagements
"Market wont care but still nice $NEXT"
X Link 2025-11-24T13:34Z 10.3K followers, 2522 engagements
"Whats the best liquidation to play $ELME $AIV $NLOP Other"
X Link 2025-11-25T00:51Z 10.3K followers, 7248 engagements
"Happy Thanksgiving - whats the most interesting event-driven or special situation going into year-end Ill start: $ULVR.LN Ice Cream Spinoff $OCI.AS Orascom Merger Ratio crystallization $WBD Sweetened bids $TIPT Asset sale approval $TLN PJM auction Curious what everyone else is watching"
X Link 2025-11-27T15:36Z 10.3K followers, 57.9K engagements
"@jakeallen3 Implied fair value for $DHER is in the mid/high 20s range but think a lot of the juice in this trade is over unless we get something concrete If only I were a couple days earlier"
X Link 2025-11-28T10:20Z 10.3K followers, XXX engagements
"@milken_cookies Elon is the second best salesman in the world. I dont know this $TMC management team"
X Link 2025-11-28T17:44Z 10.3K followers, XXX engagements
"It was the UK tax overhang not Kalshi 🤦♂ $FLUT has been severely oversold this past month. Investors just hate uncertainty even when the worst case is still worth more than todays price. No conviction out there"
X Link 2025-11-29T01:55Z 10.3K followers, 3406 engagements
"Anyone have thoughts on $TLN into the PJM auction"
X Link 2025-12-03T19:38Z 10.3K followers, 1811 engagements
"@AndrewRangeley $KODK KRIP Reversion / AM&C business growth"
X Link 2025-12-03T21:28Z 10.3K followers, 1470 engagements
"@AndrewRangeley Also $OCI.AS pretty weird - getting acquired by Orascom (Sawiris family) on a soon to be determined merger ratio. $OCI.AS is mostly a cash box"
X Link 2025-12-03T21:37Z 10.3K followers, 2676 engagements
"Whats the bear case on $DHER at these levels Its trading well below any reasonable SOTP has activists involved and there are clear levers to pull especially around Korea value crystallization and broader portfolio monetization"
X Link 2025-12-04T12:07Z 10.3K followers, 4460 engagements
"@AltayCapital @shortbus_ace You realize that most of $HPP management compensation is in stock form. The LTIP only pays out if the stock goes up meaningfully from current levels. Also it was $246mm in total consideration for Element"
X Link 2025-12-05T11:55Z 10.3K followers, XXX engagements
"@SurfShopCapital @ash02910 What do I look like a market maker"
X Link 2025-12-05T16:22Z 10.3K followers, XX engagements
"Thats basically paying up for $WBD gamma into a known catalyst. Capped upside and expensive vol. If the headline didnt hit fast theta kills you and you eat the entire premium Great timing but terrible R/R"
X Link 2025-12-06T18:58Z 10.3K followers, 4540 engagements
"There are really two FinTwits: (1) actual idea FinTwit (2) whatever-the-hell FinTwit that feels like a WallStreetOasis message board One is useful. One isnt. Stop complaining and lets discuss ideas"
X Link 2025-12-07T17:03Z 10.3K followers, 5989 engagements
"OpenAI Basket $ORCL $CRWV $AMD $MSFT $NVDA $SFTBY Alphabet Basket $GOOGL $AVGO $LITE $CLS $TTMI"
X Link 2025-12-08T01:45Z 10.3K followers, 1249 engagements
"David Ellison out here giving a TED Talk on how the $WBD GN stub is actually worth negative dollars Im doing you a favor by underbidding"
X Link 2025-12-08T21:46Z 10.3K followers, 5360 engagements
"Curious what people see as the bear case on $FUN at this price - is it execution failures + leverage or a structural attendance problem Everyone loves rollercoasters and dippin dots"
X Link 2025-12-02T11:19Z 10.3K followers, 3773 engagements
"Hudson Pacific Wins $HPP"
X Link 2025-12-07T14:54Z 10.3K followers, 3167 engagements
"The issue I have with prediction markets is that you can now hedge equities by using proxies. For example instead of actually putting on a merger arb spread in $NFLX / $WBD you could just trade will the Netflix transaction close by 2026 on Polymarket in a much less regulated environment There was a dot-com era case called Stock Generation where people bought and sold virtual shares and the SEC eventually treated them like unregistered securities. Feels like we are getting close to that line again"
X Link 2025-12-08T02:58Z 10.3K followers, 18.4K engagements
"Of course that is your contention. Youre a first-year AI skeptic. You just finished reading Andrew Ross Sorkins 1929 and now you think were reliving the Roaring Twenties with GPUs. You will cling to that until next month when you hear Jim Chanos talk about unsustainable capex and then you will start parroting that the entire AI ecosystem is about to collapse under the weight of its own spending. That will last until someone posts a CoreWeave CDS chart and youll repeat that too without realizing it was just dealers hedging credit portfolios not some cosmic warning sign. Then youll probably"
X Link 2025-11-19T22:44Z 10.3K followers, 299.8K engagements
"$ZEG.L FibreCo proceeds enable 975mm Vodafone settlement and cancellation of 523mm shares taking the ordinary count to 236mm. Together with the 440mm / 200mm buyback it will now screen like a normal asset-light telco broaden its shareholder base and improve liquidity"
X Link 2025-11-27T13:50Z 10.3K followers, 2489 engagements
"Q: David what exactly do you mean by study the capital structure I literally sleep with a copy of Moyer under my pillow and once Cohen & Steers injected $300mm into $HPP this past June the capital structure overhang was effectively removed. You cant run a simplistic haircut to balance sheet book value and claim youve derived residual equity. You have to underwrite asset by asset with occupancy stabilized NOI and local cap rates in SF LA and Seattle and you need to actually call brokers like CBRE or JLL to get real rent and vacancy data. Yes equity is thin versus debt but it is still"
X Link 2025-12-03T00:36Z 10.3K followers, 2045 engagements
"What is your highest conviction idea right now"
X Link 2025-12-04T02:07Z 10.3K followers, 25.3K engagements
"Did some digging - if clearing at the cap is already consensus then the real worry seems to be political noise + future auctions. But on the other hand $TLN looks super asymmetric with Montour rezoning PJM plant M&A and the auction itself (capacity cash flows) as near-term catalysts. Kind of hard not to like this setup"
X Link 2025-12-09T23:28Z 10.3K followers, 6434 engagements
"Whats the likelihood that the DJI drone ban gets extended"
X Link 2025-12-11T02:22Z 10.3K followers, 2593 engagements
"This is why they invented equity derivatives"
X Link 2025-12-12T01:22Z 10.3K followers, 1942 engagements
"Q: If you were Roark or a PE buyer wouldnt $WEN be a clear take-private candidate here You could reinvest in the system outside public markets use the owned real estate as a financing mechanism + brand equity alone is worth billions"
X Link 2025-12-06T16:46Z 10.3K followers, 19.1K engagements
"Whats the best near term catalyst-driven idea you have right now Ill start: $NN (NPRM) $WEN (Buyout Spec) $VSAT (Spinoff Spec) $LYV (DOJ/FTC Case) $CORZ (New Customer)"
X Link 2025-12-09T16:05Z 10.3K followers, 21.1K engagements
"@MrMojoRisinX $MSOS is basically like $VIX - when it gets crushed enough you know its time to buy some"
X Link 2025-12-12T01:42Z 10.3K followers, XXX engagements
"@JasonLaser8 Its $SOC vibes. Sell the idea of a rare minerals bonanza hope investors dont scrutinize the assumptions. The PFS math doesnt work and the red flags arent subtle"
X Link 2025-11-28T17:48Z 10.3K followers, XXX engagements
"Disappointed here I guess Sawiris decided to fleece minority shareholders"
X Link 2025-12-09T13:35Z 10.3K followers, 3838 engagements
"Anyone else know of some companies that are ridiculously overvalued"
X Link 2025-11-25T16:14Z 10.3K followers, 2956 engagements
"A stub trade is going long the parent and short the holding to isolate the mispriced residual Examples: $IAC / $MGM $TDS / $AD $DTE / $TMUS $GNW / $ACT Whats your favorite pair"
X Link 2025-11-30T16:47Z 10.3K followers, 3924 engagements
"What am I missing on $TLN being super attractive here pre PJM auction"
X Link 2025-12-09T13:36Z 10.3K followers, 9815 engagements
"This $WEN / $JACK spread 👀"
X Link 2025-12-10T18:52Z 10.3K followers, 2174 engagements
"Hit rate this year was excellent; sizing and trade construction were the weak links. Both are solvable. For those running multi-asset books how do you think about size and expression across credit/equity/options: bps of portfolio risk units or expected payoff vs drawdown"
X Link 2025-12-11T13:15Z 10.3K followers, 3171 engagements
"A lot of investment pros are too narrowly focused. Ask a semis guy about financials and the head explodes. Ask an arb guy to build a 3-statement model and same result. Specialization matters but having a wide lens is what actually makes everything click"
X Link 2025-12-11T18:09Z 10.3K followers, 8378 engagements
"The Red Chip Mining & Metals Conference is basically JPM High Yield if JPM High Yield were held in the back of a Motel X in Tallahassee. $TMC is not a real company IMO"
X Link 2025-12-11T18:33Z 10.3K followers, 2147 engagements
"@FloydedDiper Im a generalist so Im often in meetings with sector guys and its bonkers how myopic they are. They can tell you the first name of the IR guy at NVIDIA but dont know what structural subordination is"
X Link 2025-12-12T01:56Z 10.3K followers, XXX engagements
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::978566222282444800",
"creator_name": "MEXC_Official",
"creator_avatar": "https://pbs.twimg.com/profile_images/1919664587772944384/yLx45XhG_200x200.jpg",
"creator_followers": 1665615,
"creator_rank": 1,
"interactions_24h": 6040079
}
]
}
Schema:
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": "youtube::UCF_fDSgPpBQuh1MsUTgIARQ",
"creator_name": "theweekndvevo",
"creator_avatar": "https://yt3.ggpht.com/WHvw1ak1FcJaHeEiTmG2iN0dqEjjPxAtT_tA8ruJ3MlNr9I-RHsAur1iAenYeQN_d6LNPH2Z8Ic=s88-c-k-c0x00ffffff-no-rj",
"creator_followers": 10300000,
"creator_rank": 1,
"interactions_24h": 293323000
}
]
}
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/1988465685639380992/PNFNFL7O_200x200.jpg",
"creator_followers": 228610965,
"creator_posts": 1752,
"creator_rank": 1,
"interactions_24h": 1984861016
}
]
}
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/1983681414370619392/oTT3nm5Z_200x200.jpg",
"creator_followers": 229446055,
"creator_rank": 6,
"interactions_24h": 239042400,
"topic_influence": [
{
"topic": "ai",
"count": 179,
"percent": 3.72,
"rank": XX
}
],
"top_community": [
{
"creator_name": "grok",
"creator_display_name": "Grok",
"creator_avatar": "https://pbs.twimg.com/profile_images/1893219113717342208/Vgg2hEPa_200x200.jpg",
"count": XXX
}
]
}
}
Schema: