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@AltayCapital Avatar @AltayCapital AltayCap

AltayCap posts on X about debt, $bti, $9435t, mcap the most. They currently have XXXXXX 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: XXXXXX #

Followers Line Chart

CreatorRank: XXXXXXX #

CreatorRank Line Chart

Social Influence #

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

Social topic influence debt 4.84%, $bti 3.23%, $9435t #1, mcap 3.23%, staples 1.61%, contact lenses 1.61%, tokyo 1.61%, money 1.61%, ticker 1.61%, cag XXXX%

Top accounts mentioned or mentioned by @joinyellowbrick @travislundyasia @thelonghappy @taobanker @dungeoninvest @rocksover @theappinvestor @orrdavid @evfcfaddict @admiralrisky @carswellwilliam @atelicinvest @clarksquarecap @valuedrift @puppyeh1 @gwinvesting @baashandlarn @catnyanpital @stockjabber @lingams

Top assets mentioned British American Tobacco (BTI) Change (CAG) Kraft Heinz Co (KHC) Campbell Soup Company (CPB) Alphabet Inc Class A (GOOGL)

Top Social Posts #

Top posts by engagements in the last XX hours

"@atelicinvest Tested it still doesn't work"
@AltayCapital Avatar @AltayCapital on X 2025-07-20 00:58:32 UTC 12.7K followers, 1303 engagements

"This is not big position but I own some 2201 2267 and eying 2587. The jp staple names have done poorly as well. 2201 is a recent position. My $BTI position is larger than all my other staple bets. I've long said tobacco is a better bet than declining vol high debt US staples"
@AltayCapital Avatar @AltayCapital on X 2025-07-10 22:29:44 UTC 12.6K followers, 2303 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 Avatar @AltayCapital on X 2025-07-20 00:47:31 UTC 12.7K followers, 17.9K 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 Avatar @AltayCapital on X 2025-07-14 00:03:27 UTC 12.7K followers, 10K 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 Avatar @AltayCapital on X 2025-07-14 22:36:27 UTC 12.7K followers, 5174 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 Avatar @AltayCapital on X 2025-07-10 22:41:35 UTC 12.6K followers, 2878 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 Avatar @AltayCapital on X 2025-07-17 02:24:49 UTC 12.7K followers, 3534 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 Avatar @AltayCapital on X 2025-07-10 22:26:54 UTC 12.7K followers, 11.2K engagements

"I've owned this one for over a year. It's VERY illiquid. These kinds of stocks you just buy slowly over time if you want some exposure. Never bet too much on any one name unless you've done deep dilligence (I haven't)"
@AltayCapital Avatar @AltayCapital on X 2025-07-17 02:26:08 UTC 12.6K followers, 2050 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 Avatar @AltayCapital on X 2025-06-11 00:28:14 UTC 12.6K 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 Avatar @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 Avatar @AltayCapital on X 2025-07-11 08:13:28 UTC 12.6K followers, 2001 engagements

"@atelicinvest For those curious the gemini dot google dot com / app fails at this very basic task. The Google AI Studio chat however using the exact same model gets the question right. Something is clearly broken with their consumer front end or a system prompt is breaking it"
@AltayCapital Avatar @AltayCapital on X 2025-07-20 01:28:41 UTC 12.7K followers, 1168 engagements

"I said 'almost net-net'. I'm seeing mcap of $248m usd. Backing out NCAV biz valued at $34.2m There's $5m of long term investments so market values it at $29m despite doing $27m in net income last year. (forecast for next FY is only $14.4m though)"
@AltayCapital Avatar @AltayCapital on X 2025-06-18 00:38:25 UTC 12.7K followers, 1800 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 Avatar @AltayCapital on X 2025-07-17 21:19:00 UTC 12.7K followers, 1041 engagements

"@TheLongHappy Too much work $ORR is a good bet which owns some great names. Not as many nanocaps given his size constraints but a lot of good stuff in there and I own some ORR too"
@AltayCapital Avatar @AltayCapital on X 2025-07-14 04:25:00 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 Avatar @AltayCapital on X 2025-07-17 02:20:07 UTC 12.7K followers, 7704 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 Avatar @AltayCapital on X 2025-07-20 01:08:03 UTC 12.7K followers, 2264 engagements

"I gotta start bombading IR with confused and frustrated versions of their mascot asking why they aren't returning more cash"
@AltayCapital Avatar @AltayCapital on X 2025-07-11 07:25:44 UTC 12.6K followers, 3057 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 Avatar @AltayCapital on X 2025-07-21 02:49:33 UTC 12.7K followers, XXX engagements

Topic Creators

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::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:

Category Creators

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::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:

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

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

Schema: