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@CapstackCapital Avatar @CapstackCapital Rightsized CapStack Capital

Rightsized CapStack Capital posts on X about $ceco, $mpti, $cr, $qxo the most. They currently have XXX 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: XXX #

Followers Line Chart

CreatorRank: XXXXXXXXX #

CreatorRank Line Chart

Social Influence #

Social category influence stocks XXXXX% cryptocurrencies XXXXX% finance XXXX% countries XXXX% technology brands XXXX%

Social topic influence $ceco 13.21%, $mpti 11.32%, $cr 9.43%, $qxo #4, $lmb 5.66%, $esp 5.66%, $lake 5.66%, $vrt 5.66%, generative 3.77%, $trns XXXX%

Top accounts mentioned or mentioned by @zsenykgmail @microvoltaire @0gbaconmemes @andrewm61370616 @thekamahsutra @durablegrowth5 @skiingswimming1 @nimesh3t @waltera09213626 @alanbialo @pred3500 @hannesahl @galyoncap @contrariandesk @kyleadamsstocks @litigious_dulce @durablecreators @coachcorver @blondesnmoney @alohaoasis

Top assets mentioned Crane Holdings, Co. (CR) QXO, Inc. Common Stock (QXO) Data Lake (LAKE) Vertiv Holdings Co (VRT) GMS Inc. (GMS) Iris Energy Limited Ordinary Shares (IREN) CoreWeave, Inc. (CRWV) Waste Management, Inc. (WM) BlackLine, Inc. Common Stock (BL) Modefi (MOD) Electroneum (ETN) Constellation Energy Corp (CEG) Eos Energy Enterprises, Inc. (EOSE) Coldstack (CLS) FLEX Coin (FLEX) Good Games Guild (GGG) Fortive Corp (FTV) Regal Rexnord, Corp. (RRX) Dovu (DOV) Watsco, Inc. (WSO) Ingersoll Rand Inc (IR) Danaher Corporation (DHR) AME Chain (AME) Rockwell Automation (ROK) ITT Inc. (ITT) Nordson, Corp. (NDSN) Berkshire Hathaway Inc. (BRK.A) Norfolk Southern Corp. (NSC) UNIPOLY (UNP) CSX Corporation (CSX) Berkshire Hathaway Inc Class B (BRK.B) United Rentals, Inc. (URI) XPO LOGISTICS, INC. (XPO) GXO Logistics, Inc. (GXO) RXO, Inc. (RXO) Beacon Roofing Supply, Inc. (BECN) Waste Connections, Inc. (WCN) GFL Environmental Inc. Subordinate Voting Shares (GFL) Republic Services, Inc. (RSG) Microchip Technology Inc. (MCHP) NXP Semiconductors NV (NXPI) Intuit Inc. (INTU) Boise Cascade Company (BCC) CSW Industrials, Inc. (CSW) Griffon Corp (GFF) Trex Company, Inc. (TREX) Fortune Brands Innovations, Inc. (FBIN) Advanced Drainage Systems, Inc. (WMS)

Top Social Posts #

Top posts by engagements in the last XX hours

"@0GBaconMemes @AndrewM61370616 Thank you have a few ideas but I am open to others. My shortlist is $QXO $ESP $LAKE $PLPC $CR $LMB $CECO. I already own LMB and am up like 3x. I also own CR for X years and $CECO at XX. Love all three but thinking to expanding add a name than consolidate positions. Any ideas"
@CapstackCapital Avatar @CapstackCapital on X 2025-07-15 00:29:30 UTC XXX followers, XXX engagements

"Added to my existing position in $MPTI today. Co. continues to report new deals growing its backlog with a favorable implied valuation when excl. its signif. & large cash balance and strong FCF generation. Favorable R/R w/ long growth runway via M&A and organic levers"
@CapstackCapital Avatar @CapstackCapital on X 2025-07-17 15:42:38 UTC XXX followers, 9902 engagements

"@microvoltaire $MPTI backlog continues to grow and is highly cash generative for a Co of its size. Cash has been rising and mgmt is looking to execute M&A and enter partnerships to seek M&A ops but also get insights into new markets for how its products fit in and then enter them"
@CapstackCapital Avatar @CapstackCapital on X 2025-07-18 00:39:41 UTC XXX followers, XXX engagements

"@DurableCreators $LMB - great one to know and add"
@CapstackCapital Avatar @CapstackCapital on X 2025-07-17 02:06:17 UTC XXX followers, XXX engagements

"@Coach_Corver I agree re: predicting policy etc. But do you believe mgmt can execute this. I note I am a shareholder of $TRNS where Jim came from. Do you believe mgmt is operationally savvy enough to turn this puppy around"
@CapstackCapital Avatar @CapstackCapital on X 2025-07-15 18:44:34 UTC XXX followers, XX engagements

"Vista Equity is bringing Avalara back to public markets Tax software provider taken private a few years ago. Was one of the interesting names like $BL that had mixed perf and reception by PubCo investors. Seemed more ideal for PE ownership at time"
@CapstackCapital Avatar @CapstackCapital on X 2025-07-21 22:19:02 UTC XXX followers, XXX engagements

"Thats how you feel when you buy: $LMB @ $XX $CR @ $XXX $VRT @ XXXXX $CECO @ $XX $MPTI @ $40"
@CapstackCapital Avatar @CapstackCapital on X 2025-07-21 21:53:29 UTC XXX followers, XXX engagements

"A lot of names get thrown around for AI exposure like $VRT $TGEN $RFIL $CEG $EOSE $ETN $MOD $CLS etc. I own $CECO and among the many reasons I own a lot of it I think the market understates its exposure to AI. I am not here to pump it up rather to put it on radars. 🧵1/n"
@CapstackCapital Avatar @CapstackCapital on X 2025-07-20 20:20:02 UTC XXX followers, XXX engagements

". Not a big NASCAR fan but I am a huge Anduril fan and this photo goes so HARD Straight 🔥 & w/ the Osprey and troops. Chefs kiss"
@CapstackCapital Avatar @CapstackCapital on X 2025-07-23 16:17:13 UTC XXX followers, XXX engagements

"Anyone have any takes on $LAKE The R/R seems pretty favorable down at these levels am I wrong Seems like an overreaction to Q1 and a pending turnaround as it rolls up Fire Safety. Ive read recent research on Substack but would love more takes"
@CapstackCapital Avatar @CapstackCapital on X 2025-07-15 16:02:34 UTC XXX followers, XXX engagements

"@AndrewM61370616 Based on $FLEX chart are you sure the market has under-rated its exposure to data centers Its been a moon shoot since like 2022. $FLEX has been notorious for razor thin margins. What is driving this margin expansion all of a sudden"
@CapstackCapital Avatar @CapstackCapital on X 2025-07-20 20:33:10 UTC XXX followers, XXX engagements

"$CECO designs & manufactures air quality water treatment and energy transition solutions for industries like power gen. & semiconductors. Offerings include: Silencers dust removal emission management Thermal & Acoustics mgmt Waste Water Treatment Silencers etc. 2/n"
@CapstackCapital Avatar @CapstackCapital on X 2025-07-20 20:20:02 UTC XXX followers, XXX engagements

"Great list compiled. $QXO seems like it is going for the barebones of a home right now trusts walls roof beams etc. After missing on $GMS (assuming no bid war) $BXC seems like low-hanging fruit. Seems to have a good techstack as well. Tho could see others in play"
@CapstackCapital Avatar @CapstackCapital on X 2025-06-30 21:05:39 UTC XXX followers, 4427 engagements

"@TheKamaHsutra @WalterA09213626 @alanbialo The thing with $IREN $CRWV is imho why be exposed to the Co. that has to exert all the CapEx to build this infra rather than owning the Cos. that will capture the AI CapEx spend and have other market exposure too so they are more diversified"
@CapstackCapital Avatar @CapstackCapital on X 2025-07-15 17:29:14 UTC XXX followers, XXX engagements

"No matter what occurs in the market $CR just keeps going up. Even during market volatility its steady. Elite mgmt $DHR disciples. CR is the next great industrial compounder - a drum Ive been beating since the spinoff. $DHR $IR $WSO $DOV $AME $RRX $FTV $ROK $ITT $NDSN $GGG"
@CapstackCapital Avatar @CapstackCapital on X 2025-07-03 14:59:40 UTC XXX followers, XXX engagements

"Growth has been driven by M&A and organic growth supported by backlog growth. $CECO has been able to accom. larger projects for highly-engineered solutions and cross-sell given its large product breadth. The strength of its backlog growth is highlighted by its B2B 1.0x. 3/n"
@CapstackCapital Avatar @CapstackCapital on X 2025-07-20 20:20:03 UTC XXX followers, XXX engagements

"7/n @ 20x PF LTM (est. for reduction in debt) $CECO isn't cheap but you have to look on a forward basis given the impacts of the Profire acq. to understand the normalized earnings potential of the business"
@CapstackCapital Avatar @CapstackCapital on X 2025-07-20 20:20:04 UTC XXX followers, XXX engagements

"It's believed that if $UNP pursues a deal for $NSC then $BNSF would look to acquire $CSX. Guess the speculation is true that Buffett & Co $BRK.A $BRK.B will enter the railroad M&A arena. Editorialization - I am against further consol of Tier X Railroads"
@CapstackCapital Avatar @CapstackCapital on X 2025-07-21 22:16:19 UTC XXX followers, XXX engagements

"@KyleAdamsStocks Definitely. The hype around $FEIM has unjustifiably not been applied to $MPTI. tbh f**k the hype. Ill take a steady ride up. Who doesnt love an underdog Mgmt is making all the right moves to elongate the growth runway and sustain LT growth without sacrificing CF generation"
@CapstackCapital Avatar @CapstackCapital on X 2025-07-17 19:50:47 UTC XXX followers, XXX engagements

"Over the last week I have begun conducting even more in-depth research into Brad Jacobs and his backstory anecdotes / stories at his different companies $URI $XPO $GXO $RXO pre - $WM etc and his upbringing as well as about the decision behind $QXO - $BECN My thoughts: 1/n 🧵"
@CapstackCapital Avatar @CapstackCapital on X 2025-06-29 15:50:34 UTC XXX followers, XXX engagements

"@microvoltaire Nonetheless the $MPTI products are vital and are top of the line for key verticals within the A&D industry. And the cherry on top is a great valuation strong mgmt zero debt and highly cash generative. GOD BLESS AMERICA"
@CapstackCapital Avatar @CapstackCapital on X 2025-07-18 00:48:17 UTC XXX followers, XXX engagements

"@LaughingH20Cap H1'25 Letter is out. Incl. a great write-up on $SES.TO - fantastic waste mgmt biz 🔹Durable CFs as shift: Drill = Production 🔹Regulatory & barriers to entry 🔹Great capital allocation 🔹Many growth levers 🔹Cheap Val $WM $WCN $GFL $RSG"
@CapstackCapital Avatar @CapstackCapital on X 2025-07-23 12:23:29 UTC XXX followers, XXX engagements

"@microvoltaire Im a patriot I love this country and tbh I feel its a duty to support U.S. A&D and if I can support small businesses that want to contribute and grow and fit within the verticals I think are the growth verticals I am interested. Same reason why I own a shitload of $CR. #DBS"
@CapstackCapital Avatar @CapstackCapital on X 2025-07-18 00:46:05 UTC XXX followers, XXX engagements

"$NXPI - Automarket remains troubled might be an indicator of whats to come for $MCHP which I remain long. Though $MCHP is more tied to industrial end market which has seemingly bottomed per mgmt and orders are improving"
@CapstackCapital Avatar @CapstackCapital on X 2025-07-21 22:43:01 UTC XXX followers, XXX engagements

"Really well written piece on $FEIM Still think $FEIM is pretty fairly valued. $MPTI has the same tailwinds but has not been bid up like like $FEIM. Really favorable R/R with $MPTI given its low val growth & strong cash generation"
@CapstackCapital Avatar @CapstackCapital on X 2025-07-21 18:26:22 UTC XXX followers, 3595 engagements

"@everyonehatesp1 What are your thoughts on $LAKE @ current levels I am seriously considering initiating a large position done a lot of DD. Seems very interesting. Would love your thoughts"
@CapstackCapital Avatar @CapstackCapital on X 2025-07-15 21:39:45 UTC XXX followers, XXX engagements

"Officially sold all my $VRT. 730%+ gain realized in my ROTH IRA. Time to find the next man up Ideas"
@CapstackCapital Avatar @CapstackCapital on X 2025-07-14 20:56:17 UTC XXX followers, 14.6K engagements

"What are your thoughts Ask away if you have any questions What are other pick n shovel industrial companies you all like"
@CapstackCapital Avatar @CapstackCapital on X 2025-07-20 20:25:32 UTC XXX followers, XXX engagements

"@Groundwork_HQ It has to. Nothing can to up forever. Learned that with $TRNS. And I think the same thing will happen with $WLDN and $ESP"
@CapstackCapital Avatar @CapstackCapital on X 2025-07-17 20:01:23 UTC XXX followers, XX engagements

"@zsenykgmail I love $CR. Its already one of my largest positions a stalwart of my portfolio"
@CapstackCapital Avatar @CapstackCapital on X 2025-07-15 09:38:46 UTC XXX followers, XX engagements

"@alanbialo I hate $IREN more than I hate $CRWV. I hate all of it. I know more about that sector than most after having valued CRWV ever since before its Series C funding round for work. Any other ideas. I prefer pick n shovel"
@CapstackCapital Avatar @CapstackCapital on X 2025-07-14 22:26:31 UTC XXX followers, 1323 engagements

"@DurableGrowth5 The value would be too large to be a bolt-on but also they are for completely different markets. Avalara is focused on enterprise tax situations and some SMB Middle market. Intuit focuses on SMB like mom and pop shops not complex situations"
@CapstackCapital Avatar @CapstackCapital on X 2025-07-23 17:54:33 UTC XXX followers, XX engagements

"@microvoltaire Research shows that in a war with China the U.S. would exhaust its missile supply in X days. Frankly I wanna be apart of that supply chain any way I can and ideally exposure to Anduril which mgmt hinted at a couple quarters ago"
@CapstackCapital Avatar @CapstackCapital on X 2025-07-18 00:44:12 UTC XXX followers, XXX engagements

"The continued rise of $ESP is getting out of control. ESP has $12/share in cash thus the actual value applied to the business is $103mm. To have that much cash for a Co. that small is unusual and a tad concerning Why do you need so much Missing opportunities"
@CapstackCapital Avatar @CapstackCapital on X 2025-07-16 14:15:42 UTC XXX followers, XXX engagements

"Other names that could be enticing to $QXO. Still think $BCC makes a lot of sense. To start I would expect Brad Jacobs & Co. to target the most critical bare bones building materials (ie wood framing trusts roof walls etc.). $BXC $CSW $NX $GFF $TREX $FBIN $WMS $GMS 🧵 1/n"
@CapstackCapital Avatar @CapstackCapital on X 2025-06-30 21:54:37 UTC XXX followers, 3513 engagements

"8/n On a CFY basis $CECO looks much cheaper esp as the integration benefits from prior M&A and the robust backlog converts to revenue + margin expansion due to cross-selling initiatives and fixed-cost leverage & gross margin due to consolidating purchases and in bigger quants"
@CapstackCapital Avatar @CapstackCapital on X 2025-07-20 20:20:05 UTC 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": "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: