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@CapstackCapital Avatar @CapstackCapital Rightsized CapStack Capital

Rightsized CapStack Capital posts on X about $tic, $cr, $clmb, $mpti the most. They currently have XXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.

Engagements: XXX #

Engagements Line Chart

Mentions: X #

Mentions Line Chart

Followers: XXX #

Followers Line Chart

CreatorRank: XXXXXXXXX #

CreatorRank Line Chart

Social Influence #

Social category influence stocks XXXX% finance XXXX% cryptocurrencies XXXX% technology brands XXXX% ncaa football XXXX% countries XXXX%

Social topic influence $tic #4, $cr #371, $clmb #1, $mpti #1, $bwmn #1, $iehc #1, $vrt #48, $nvee #1, $iesc 1.59%, $pwr XXXX%

Top accounts mentioned or mentioned by @thekamahsutra @durablegrowth5 @alanbialo @zsenykgmail @0gbaconmemes @andrewm61370616 @microvoltaire @skiingswimming1 @djebitda @nimesh3t @waltera09213626 @jinacapital @pred3500 @hannesahl @nocapcap @ldiscernment @litigiousdulce @durablecreators @galyoncap @sal13836

Top assets mentioned Acuren Corporation (TIC) Crane Holdings, Co. (CR) Vertiv Holdings Co (VRT) IES Holdings, Inc. Common Stock (IESC) PWR Coin (PWR) Microchip Technology Inc. (MCHP) Landwolf (WOLF) Danaher Corporation (DHR) Palomar Holdings, Inc. Common stock (PLMR) Velo (VELO) Alphabet Inc Class A (GOOGL) Atkore Inc. (ATKR) Amazon.com, Inc. (AMZN) Metadium (META) Microsoft Corp. (MSFT) Everus Construction Group, Inc. (ECG) Sterling Infrastructure, Inc. Common Stock (STRL) EMCOR Group, Inc. (EME) Primoris Services Corporation (PRIM) Johnson Controls International, PLC. (JCI) Comfort Systems USA, Inc. (FIX) CatCoin (CAT) GE Vernova Inc. (GEV) Eesee (ESE) Kinsale Capital Group, Inc. (KNSL) Ralliant Corporation (RAL)

Top Social Posts #

Top posts by engagements in the last XX hours

"$TIC Thank you @Citrini7 & @LDiscernment for the idea. I first glanced at it not long after Q2'25 earnings looking through the earnings deck / transcript and did not think too much of it. The AI / DC Infra / Utility exposure didn't look to be all that large. Yea I got the whole $NVEE merger case but didn't think the PF exposure was all that when compared to other industry players ( $IESC $PWR $STRL $PRIM $ECG $WLDN $BWMN etc). I went back because maybe I missed something and I think I did. I saw @Citrini7 thesis and made me ask myself if I missed something but then I saw tweet by @ascharya108"
X Link @CapstackCapital 2025-09-26T18:40Z XXX followers, 34.2K engagements

"I bought $VELO this morning at an avg of $XXXX and just sold at $XXXX. Ran up too much in one day for me. Being unprofitable and running up so much in X day I fear mgmt comes out AH and does a share offering. I think $VELO will pullback either way and would like to re-enter"
X Link @CapstackCapital 2025-10-13T18:34Z XXX followers, XXX engagements

"Question: When do you expect $ATKR to trough It's been a dog for a couple (few) years now. Does anyone have any thoughts If I remember correctly lower pricing has incinerated the Company's fundamental performance. Am I missing anything One would expect to be a substantial beneficiary from the AI / Data Center investments by the Hyperscalers ( $META $GOOGL $GOOG $AMZN $MSFT) & the Neo-Clouds ( $CRWV $NBUS $IREN etc.) but performance just continues to decline as pricing continues to soften. Where is the bottom Has it been put in Can pricing really get any worse"
X Link @CapstackCapital 2025-10-04T12:15Z XXX followers, XXX engagements

"@sal13836 $CR has pulled back quite a bit so might be a be a nice time to get in. $CLMB might be a lil pricey but its a premium business so you always have to pay a lil more"
X Link @CapstackCapital 2025-10-07T09:37Z XXX followers, XX engagements

"@JesseGarciasae1 @UCLAFootball @UCLAAthletics @B1Gfootball Whats up with the new logo on the UCLA football page And the white diamonds Are we UNC now"
X Link @CapstackCapital 2025-10-13T23:11Z XXX followers, XX engagements

"$TIC announced Q3'25 & FY25 guidance: Q3'25 Revenue: $460mm - $480mm ($470mm mdpt) Q3'25 EBITDA: $75mm - $80mm ($87.5mm mdpt) FY25 Revenue: $1530mm - $1565mm ($1547.5mm mdpt) FY25 EBITDA: $240mm - $250mm ($245mm mdpt) Thoughts - Market seems to not like the outlook (lower than expected). I am relatively upbeat on the FY25 outlook. Essentially realizing 1/2 the $NVEE revenue while capturing significant EBITDA gains due to NVEE (higher margin biz) and other op efficiencies. The implied margin was higher than I was expecting. This sets $TIC up for a potentially really strong FY26 (imo) re: even"
X Link @CapstackCapital 2025-09-30T13:31Z XXX followers, 9148 engagements

"The best ways to play AI continue to be pick n shovel plays for utility services data center maintenance etc. or other suppliers to data center infrastructure $TIC $WLDN $BWMN $ECG $IESC $STRL $EME $PRIM $PWR $FIX $VRT $JCI $CAT $GEV"
X Link @CapstackCapital 2025-09-26T23:23Z XXX followers, 1387 engagements

"@bizalmanac S-Tier mgmt at $CR"
X Link @CapstackCapital 2025-09-25T21:42Z XXX followers, XX engagements

"$ESE UTR biz I forgot about and circling back. If you can't tell I love IndustrialCos w/ A&D tilt esp Navy AF missiles. Recent acq. of SM&P is game changing as it: 🔹 Increases content on submarines 🔹 Gains exposure to UK Royal Navy (subs & surface) & U.S. surface fleet 🔹 OEM & Aftermarket + Recurring revenue & accretive margins 🔹Large backlog 🔹 Smooths out revenue across the ship/sub build cycle (SM&P products = early in build + ESE = later in build)"
X Link @CapstackCapital 2025-08-17T15:55Z XXX followers, 1120 engagements

"Youre absolutely right Totally forgot to include it above bc its definitely worth highlighting. Mgmt had a really strong track record of execution which you also highlight in your substack piece. Certainly deserves a re-rate to a multiple more akin to $API and as the market sees more recurring revenue and margin uplift I wouldnt be shocked if $TIC is rewarded with an even higher multiple bc of its end market tailwinds"
X Link @CapstackCapital 2025-09-26T20:23Z XXX followers, XXX engagements

"Here is my current portfolio (no order sorta): $CR $CECO $CLMB $MPTI $CRAWA $TIC $BWMN $AAOI $TRNS $IEHC $MUEL Recent Exits: $VRT 7-8x MOIC $LMB 2x MOIC $MCHP - small loss wanted to allocate elsewhere bc was large sum of money. But still love the company and the turnaround"
X Link @CapstackCapital 2025-09-25T21:39Z XXX followers, 39.2K engagements

"A colleague of mine had been valuing the $WOLF debt for a couple years for a client and valued it through BK. To think that someone whod been the CFO of that Company for so many years and leading up to the BK gets a promo at a $DHR spinoff is diabolical. Like how to you even answer a question in the interview about your time at $WOLF He mustve thrown the rest of mgmt under the buss and took no blame himself"
X Link @CapstackCapital 2025-10-07T12:38Z XXX followers, XXX engagements

"Very long U.S. A&D especially missile supply chain. Given the current stockpile and need for replenishment and current next-gen missile programs underway to replace existing platforms I continue believe there is an incredible opportunity. $CR $MPTI $IEHC"
X Link @CapstackCapital 2025-09-29T12:56Z XXX followers, 1695 engagements

"@DJ_EBITDA What do you mean by a $KNSL What did $KNSL mgmt do Been a while since I last looked at InsureCos. But I agree earthquake insurance is free money and $PLMR prints money and their combined ratio is best in class"
X Link @CapstackCapital 2025-10-08T00:00Z XXX followers, XXX engagements

"@DJ_EBITDA Whats your thoughts on $PLMR at these levels"
X Link @CapstackCapital 2025-10-07T23:44Z XXX followers, XX engagements

"Its actually unbelievable that $RAL CFO is the former $WOLF CFO. Like I expect so much more from a $DHR spinoff. Pretty pathetic"
X Link @CapstackCapital 2025-10-07T01:29Z XXX 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": "tiktok::7509870025967207447",
      "creator_name": "yeti.solana",
      "creator_avatar": "https://p16-sign-va.tiktokcdn.com/tos-maliva-avt-0068/93e1598920b075388436ef3aa00fb2b9~tplv-tiktokx-cropcenter:100:100.webp?dr=14579&refresh_token=7404bb29&x-expires=1760720400&x-signature=zGB30r6Ns86%2FC7fxbCIOGusQlnA%3D&t=4d5b0474&ps=13740610&shp=d05b14bd&shcp=34ff8df6&idc=sg1",
      "creator_followers": 353382,
      "creator_rank": 1,
      "interactions_24h": 3074146
    }
  ]
}

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": "twitter::79293791",
      "creator_name": "rihanna",
      "creator_avatar": "https://pbs.twimg.com/profile_images/1960786225423659008/GhLekHuP_200x200.jpg",
      "creator_followers": 106933122,
      "creator_rank": 1,
      "interactions_24h": 21430912
    }
  ]
}

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/1956414642370015232/GEq5Z9jN_200x200.png",
      "creator_followers": 208065784,
      "creator_posts": 2299,
      "creator_rank": 1,
      "interactions_24h": 334657566
    }
  ]
}

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": 227854844,
    "creator_rank": 4,
    "interactions_24h": 120031096,
    "topic_influence": [
      {
        "topic": "elon musk",
        "count": 189,
        "percent": 1.71,
        "rank": X
      }
    ],
    "top_community": [
      {
        "creator_name": "grok",
        "creator_display_name": "Grok",
        "creator_avatar": "https://pbs.twimg.com/profile_images/1893219113717342208/Vgg2hEPa_200x200.jpg",
        "count": XXX
      }
    ]
  }
}

Schema: