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@AltayCapital AltayCap

AltayCap posts on X about mcap, $9435t, tokyo, o3 the most. They currently have XXXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.

Engagements: XXXXX #

X Week XXXXXX +11%
X Month XXXXXXX -XXXX%
X Months XXXXXXX +37%
X Year XXXXXXXXX +6%

Mentions: XX #

X Week XX no change
X Month XX +116%
X Months XXX +68%
X Year XXX +22%

Followers: XXXXXX #

X Week XXXXXX +0.21%
X Month XXXXXX +1.60%
X Months XXXXXX +19%
X Year XXXXXX +43%

CreatorRank: XXXXXXX #

Social Influence #

Social category influence finance XXXXX% technology brands XXXX% travel destinations XXXX% currencies XXXX% stocks XXXX% countries XXXX% social networks XXXX%

Social topic influence mcap 7.69%, $9435t 6.15%, tokyo 3.08%, o3 3.08%, debt 3.08%, op 3.08%, 10x 3.08%, $40m 3.08%, caps 3.08%, $uber XXXX%

Top accounts mentioned or mentioned by @joinyellowbrick @travislundyasia @dungeoninvest @apeconomics69 @thelonghappy @theappinvestor @rocksover @catnyanpital @clarksquarecap @reignots @admiralrisky @atelicinvest @valuedrift @orrdavid @stokedonwaves @mikefritzell @gwinvesting @baashandlarn @japandeepvalue1 @necrocapital

Top assets mentioned Uber Technologies, Inc. (UBER) British American Tobacco (BTI) Change (CAG) Kraft Heinz Co (KHC) Campbell Soup Company (CPB)

Top Social Posts #

Top posts by engagements in the last XX hours

"@apeconomics69 Is the cash on-shore or off-shore Has management shown any willingness for capital returns On-shore cash should be discounted massively. I generally avoid Chinese companies"
@AltayCapital on X 2025-07-23 02:43:48 UTC 12.7K followers, XX engagements

"In Tokyo and I'm seeing a lot of this nanocap's carts being used by small businesses and delivery people. This is far from a sexy business but it's almost a double net net. Also realized recently HIKARI TSUSHIN (9435) owns 7.48%"
@AltayCapital on X 2024-01-22 03:52:43 UTC 12.7K followers, 27.8K engagements

"@CatNyanpital @CompoundingUp I saw. Vshojo imploding. Not surprising at all. Their business model never made sense"
@AltayCapital on X 2025-07-23 11:17:16 UTC 12.7K followers, XXX engagements

"Gemini XXX pro is just so much worse than ChatGPT o3 for asking questions about annual reports. Pretty simple task as far as AI goes. Upload annual report and ask questions. Gemini just insists the data isn't in the report but it clearly is. This makes it unusable for me"
@AltayCapital on X 2025-07-20 00:47:31 UTC 12.7K followers, 18.5K engagements

"Quick writeup on the 'Stack about Tokyo Automatic Machinery (TYO 6360) a deep value packaging and production machine co. Packaging sold mostly to domestic companies with production equipment jointly developed and sold to Johnson&Johnson Vision (contact lenses). Free see bio"
@AltayCapital on X 2025-07-14 00:03:27 UTC 12.7K followers, 10.1K engagements

"@svrnco @orrdavid I don't know him that well but I respect his performance a lot. He even has an ETF now with a lighter/safer version of his strategy so anyone can see his public scorecard. I also have a lot of respect for folks on here who aren't selling subscriptions"
@AltayCapital on X 2025-07-23 22:32:48 UTC 12.7K followers, XXX engagements

"TOC 8841. JPY 705/share today. Deeply discounted real estate company. 62bn jmcap back out ncav valued at 32bn ish. FMV (appraisals) vs book value of RE reveals gap of XXX bn ish of value. In 2007 management tried to take private at 800/share there was a counter bid at 1100 which was raised to 1300. Couldn't get enough shares to tender at that price so deal died. It's been dead money since. I like it today because 1) TSE reforms pushing for better capital efficiency. 2) co has been doing buybacks. 3) The president (family owns a huge stake) died in January. Taxes due Nov. 4) real estate has"
@AltayCapital on X 2025-07-14 22:36:27 UTC 12.7K followers, 5265 engagements

"Look at the 'growth' on the U.S. names. Growth comes via debt funded acquisitions. While 2587 has paid down debt and is net cash while revenue growth 5y cagr is higher than CPB. Sure if rates go back down a lot these will prob do well"
@AltayCapital on X 2025-07-10 22:41:35 UTC 12.7K followers, 2932 engagements

"@dungeoninvest @TheAppInvestor Umamusume mostly. Seeing surprisingly little P5X mentions though the Steam numbers did better than I thought"
@AltayCapital on X 2025-07-15 20:43:54 UTC 12.7K followers, XXX engagements

"Hikari has a huge public equity portfolio. Good hunting ground for ideas. One way to easily find all Hikari owned names. I just go to to buffet-code major shareholders for ticker and you can see UH Partners Optical Communications and just click into them to see the entire holdings. Alternatively @MikeFritzell aggregated them here (but it's paywalled):"
@AltayCapital on X 2025-07-17 02:24:49 UTC 12.7K followers, 3585 engagements

"Every time I'm tempted to buy a U.S. CPG stock like $KHC $CPB $CAG etc I end up passing and it's worked out so far. Volume declines high debt glp1. p/e is cheap but I'd rather own nicotine $BTI. JP cpg names also cheaper with net cash. $2587 has growth net cash"
@AltayCapital on X 2025-07-10 22:26:54 UTC 12.7K followers, 11.3K engagements

"Looks like they're buying back XX% of outstanding shares tomorrow from their largest shareholder who is selling. Big buyback. They also sold their U.S. division which was only marginally profitable. Hikari Tsushin (9435) owns some of this. I'd own it if it was a bit cheaper"
@AltayCapital on X 2025-03-31 08:35:09 UTC 12.7K followers, 6052 engagements

"Amazing things happen when a company finds religion on shareholder returns. Sankyo is an excellent example It's also in an unloved industry"
@AltayCapital on X 2025-06-11 00:28:14 UTC 12.7K followers, 38.8K engagements

"@gw_investing Someone is still bidding this up with decent volume. It's definitely cheap and business is showing solid growth but no longer comically cheap. Hikari Tsushin seems to have upped their stake with purchases as recently as April 7"
@AltayCapital on X 2025-07-18 01:10:09 UTC 12.7K followers, XXX engagements

"Ok I did it. This is the end of the email I just sent. It translates as: P.S. Your company's mascot character "Kurena Rubina" is kneeling down in disbelief at the current situation in which your company's stock which has a strong financial base is content with a PBR of 0.5"
@AltayCapital on X 2025-07-11 08:13:28 UTC 12.7K followers, 2059 engagements

"Why would they do that It's much easier and more efficient to just make their sub fund a jointly developed game and take all the risk. Why let value leak out to outsiders There are many ways to legally abuse GRVY. SC has not taken a stake in the sub despite the trapped value. If they intended to unlock any value to GRVY you'd think they would take some position to benefit there too"
@AltayCapital on X 2025-07-22 22:56:28 UTC 12.7K followers, XXX engagements

"@Reignots @JapanDeepValue1 @ClarkSquareCap @ACapitalLP If the only two choices are dividending it out or forever keeping it in the Korean sub you're right. But if moved to take action I'm not sure the activist here has your best interest in mind. Their best interest is quite literally in direct conflict with your proposition"
@AltayCapital on X 2025-07-22 23:06:14 UTC 12.7K followers, XXX engagements

"Stumbled onto this name once @JapanDeepValue1 mentioned Paris Miki some time ago which is a larger player in the space (though still a pretty crappy biz). Opted to buy this one since it was much cheaper. This one is a melting ice cube. But it WAS so cheap I had to own a little"
@AltayCapital on X 2025-07-23 02:19:22 UTC 12.7K followers, 1958 engagements

"@gw_investing This has done remarkably well. Someone bid it up XX% an hour before close yesterday with 20k volume. I've pared my position a bit (regrettably) but still own above average basket position. These illiquid names can trade wildly"
@AltayCapital on X 2025-07-17 21:19:00 UTC 12.7K followers, 1071 engagements

"From gungho's perspective why would they do anything to help GRVY Incentives are for Gungho to continue to take advantage of their position as majority shareholder. This is obv beyond egregious already given zero capital returns at GRVY. ZERO SC would take a position in GRVY too if they intended on doing anything to improve their position"
@AltayCapital on X 2025-07-22 22:47:19 UTC 12.7K followers, XXX engagements

"I almost always avoid melting ice cubes. I prefer to pay a bit more for net-nets that have consistent profits and ideally growing profits. This one as of yesterday was a double net-net. My cost was XXX jpy so $19.7m usd which got you: $37m in NET current assets and $22.5m in investments. This was wildly cheap. It still kind of is (new mcap is $33m usd). It's generally too hard/too much work to figure out a good price for a really bad business/consistent loser but this just felt too cheap. I only own maybe X other stocks that seem stupid cheap despite declining biz. The other is Fujix 3600"
@AltayCapital on X 2025-07-23 02:37:02 UTC 12.7K followers, XXX engagements

"Another Hikari Tsushin name I own is Japan Oil Transportation (TYO 9074). It's not a net-net but very cheap (and illiquid). Hikari owns XXXX% Mcap: XX billion ($68m USD) P/E: XXX Dividend: XXX% FCF is significantly higher than net income. FCF was XXX billion for FY25"
@AltayCapital on X 2025-07-17 02:20:07 UTC 12.7K followers, 7861 engagements

"Only reason I'm even trying Gemini XXX pro is because o3 has been a bit unreliable lately in terms of uptime. Routinely getting this lately after asking the same routine question I usually do about a company. Just 2-3 mins of thinking then fizzles out and gives me a non answer"
@AltayCapital on X 2025-07-20 01:08:03 UTC 12.7K followers, 2433 engagements

"David's performance and track record speaks for itself. He also has an ETF that is a less levered / 'light/safer' version of his strategy (I own some). His name is on it. It massively outperformed during the big dip in April and outperforming even now when market rallied. David isn't on X to make friends. There's a lot of noise and little signal on X so blocking tons of people is a good way to focus on signal. I'm here for entertainment and I follow lots of people (many who I believe are idiots). You don't have to agree with him on everything and that's fine. I don't get why people get so"
@AltayCapital on X 2025-07-23 22:28:16 UTC 12.7K followers, XXX engagements

"Hearing the CEO talk with the Verge editor on youtube made me doubt them a bit. Verge guy mentions if they were starting Verge today they would do a tiktok channel mostly and youtube and not focus on text media on their website. Sundar argues that no they wouldn't and that 'text' media websites aren't going anywhere. Some old school thinking here. Text based media websites are totally donezo"
@AltayCapital on X 2025-07-21 02:49:33 UTC 12.7K followers, XXX engagements

"So many weird Japanese small caps. Zappallas (TYO 3770) for example is a $40m mcap Fortune Telling as a Service company. No joke. Uber model for fortune telling + a physical store Shutting down unprofitable U.S. biz and buying back stock. Turnaround working 10x op inc core biz"
@AltayCapital on X 2024-04-03 00:08:35 UTC 12.7K followers, 43.4K engagements

"One of my tiny positions (0.3x basket size) is mooning. Deep value double net-net was 0.2x p/b (now XXX ish). Only reason I bought it is because of absurd cheapness despite negative EPS. I sold out today around at XXX. The biz sucks and its no longer cheap enough"
@AltayCapital on X 2025-07-23 02:17:45 UTC 12.7K followers, 6196 engagements

Topic Creators

https://lunarcrush.com/api4/public/topic/:topic/creators/v1

Get the top creators for a social topic

input parameters:

topic: Provide the topic to get details for. A topic must be all lower case and can only include letters, numbers, spaces, # and $. required

Example request:

curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/topic/bitcoin/creators/v1

Example response:

{
  "data": [
    {
      "creator_id": "twitter::1353384573435056128",
      "creator_name": "rovercrc",
      "creator_avatar": "https://pbs.twimg.com/profile_images/1891433835675475969/J-TloTb6_200x200.png",
      "creator_followers": 1267738,
      "creator_rank": 1,
      "interactions_24h": 1686455
    }
  ]
}

Schema:

creator_id: The [network]::[unique_id] for the influencer
creator_name: The unique screen name for the influencer
creator_avatar: The URL to the avatar for the creator
creator_followers: number of followers the account has
creator_rank: ranking based on all posts in the last XX hours that have interactions
interactions_24h: Number of interactions in the last XX hours

Category Creators

https://lunarcrush.com/api4/public/category/:category/creators/v1

Get the top creators for a social category

input parameters:

category: Provide the category to get details for. A category must be all lower case and can only include letters, numbers, and spaces. required

Example request:

curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/category/musicians/creators/v1

Example response:

{
  "data": [
    {
      "creator_id": "youtube::UC0C-w0YjGpqDXGB8IHb662A",
      "creator_name": "edsheeran",
      "creator_avatar": "https://yt3.ggpht.com/pZQ5JMD4EOI8TcNYAPTzMexe_fC0CKnb_hYlV4rPfIzmDidF239fH1XKmzkeT30XSg7fxNwc_w=s88-c-k-c0x00ffffff-no-rj",
      "creator_followers": 57700000,
      "creator_rank": 1,
      "interactions_24h": 39981772
    }
  ]
}

Schema:

creator_id: The [network]::[unique_id] for the influencer
creator_name: The unique screen name for the influencer
creator_avatar: The URL to the avatar for the creator
creator_followers: number of followers the account has
creator_rank: ranking based on all posts in the last XX hours that have interactions
interactions_24h: Number of interactions in the last XX hours

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": "FoxNews",
      "creator_display_name": "Fox News",
      "creator_id": "1367531",
      "creator_network": "twitter",
      "creator_avatar": "https://pbs.twimg.com/profile_images/1591278197844414464/O6Fp0hFB_200x200.jpg",
      "creator_followers": 26725655,
      "creator_posts": 2639,
      "creator_rank": 1,
      "interactions_24h": 378298216
    }
  ]
}

Schema:

creator_name: The unique screen name for the influencer
creator_display_name: The chosen display name for the influencer if available
creator_id: The [network]::[unique_id] for the influencer
creator_network: The social network for the post or influencer. We still refer to x as twitter out of developer preference.
creator_avatar: The URL to the avatar for the creator
creator_followers: number of followers the account has
creator_posts: total number of posts with interactions in the last XX hours
creator_rank: ranking based on all posts in the last XX hours that have interactions
interactions_24h: Number of interactions in the last XX hours

Creator

https://lunarcrush.com/api4/public/creator/:network/:id/v1

Get detail information on a specific creator

input parameters:

network: Provide the network for the creator. One of twitter, youtube, instagram, reddit, or tiktok required
id: Provide the unique ID or screen name of the creator required

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": 221643469,
    "creator_rank": "9",
    "interactions_24h": 137219778,
    "topic_influence": [
      {
        "topic": "elon musk",
        "count": 282,
        "percent": 4.45,
        "rank": X
      }
    ]
  }
}

Schema:

creator_id: The [network]::[unique_id] for the influencer
creator_name: The unique screen name for the influencer
creator_display_name: The chosen display name for the influencer if available
creator_avatar: The URL to the avatar for the creator
creator_followers: number of followers the account has
creator_rank: ranking based on all posts in the last XX hours that have interactions
interactions_24h: Number of interactions in the last XX hours
topic_influence: an array of social topics and the creators ranking on each topic
topic: LunarCrush social topic. Can only includes letters, numbers, spaces, #, and $