[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@DoctorKillinger Avatar @DoctorKillinger Dr. 🅰️ Killinger

Dr. 🅰️ Killinger posts on X about $asts, $pgy, $googl, $goog the most. They currently have XXX followers and XX posts still getting attention that total XXXXXX engagements in the last XX hours.

Engagements: XXXXXX #

Engagements Line Chart

Mentions: XX #

Mentions Line Chart

Followers: XXX #

Followers Line Chart

CreatorRank: XXXXXXX #

CreatorRank Line Chart

Social Influence

Social category influence finance XXXXX% stocks #3519 technology brands XXXXX% cryptocurrencies XXXX% countries XXXX%

Social topic influence $asts #16, $pgy #12, $googl #443, $goog #3, ai 11.32%, googl #11, goog #4, spacex 3.77%, $rklb 3.77%, open ai #1999

Top accounts mentioned or mentioned by @investordenis @apphyd @deitaone @blackapple @spacanpanman @guywithumbrella @gelengleng @rklb4ever @pilotinvestor7 @mrderivatives @silberschmelzer @wallstengine @depaolasal @rogerentner @sciguyspace @mountaingoatcap @sgconstantine @endless_frank @grok @therealdonaldc3

Top assets mentioned AST SpaceMobile, Inc. Class A Common Stock (ASTS) Pagaya Technologies Ltd. Class A Ordinary Shares (PGY) Alphabet Inc Class A (GOOGL) Rocket Lab USA, Inc. Common Stock (RKLB) NVIDIA Corp. (NVDA) SoFi Technologies, Inc. Common Stock (SOFI) RAI Finance (SOFI) SPDR S&P XXX ETF Trust (SPY) SATS (Ordinals) (SATS) Verizon Communications Inc. (VZ) American Tower Corp (AMT) AT&T Inc. (T) BCE, Inc. (BCE)

Top Social Posts

Top posts by engagements in the last XX hours

"$ASTS anyone notice legendary billionaire investor/hedge fund manager Paul Tudor Jones participating in the july convertible bond offering and showing a whopping 10000000 shares related to those on his Q3 13-F would make him 4th largest 13-F holder"
X Link 2025-12-06T01:14Z XXX followers, 12.6K engagements

"$GOOG $GOOGL and $NVDA are diverging with the market favoring the former: Best AI trained and inferenced with their own chips pentagon just became a commercial customer of their AI megacap tech companies now interested in their chips. gentlemen the train is departing"
X Link 2025-12-11T14:39Z XXX followers, XXX engagements

"$SOFI SoFi Technologies is being considered for the S&P XXX index $SPY in the next quarterly rebalancing according to KBW analyst Shreyank Gandhi"
X Link 2025-12-02T22:34Z XXX followers, XXX engagements

"$ASTS SpaceX eyes $800B valuation in share sale talks WSJ reports. Starlink's valuation is around XX% which would translate to around $XXX billion or the equivalent of $ASTS over $1400 per share. $SATS is now spiking on this news. $ASTS and $RKLB should do the same"
X Link 2025-12-05T19:14Z XXX followers, 2871 engagements

"@DepaolaSal @RogerEntner Starlink satellites are actively deorbiting at an increasing rate (around 1-4 per day). More than XXX have incinerated in earths atmosphere so far this year"
X Link 2025-12-10T19:11Z XXX followers, XX engagements

"$ASTS the following major telecom/tech firms have made strategic investments and in many cases formed commercial agreements or partnerships with AST. why haven't you Google $GOOG Samsung $SSNLF AT&T $T Verizon $VZ Vodafone $VOD Rakuten $RKUNY American Tower $AMT Bell Canada $BCE"
X Link 2025-11-03T17:25Z XXX followers, 2947 engagements

"@app_hyd @InvestorDenis Pagaya's business model is capital-light but not capital-free. Regulatory frameworks require it to retain a small equity slice (35%) of every ABS deal (per Dodd-Frank). These are the riskiest tranches subject to first loss in case of defaults"
X Link 2025-12-05T08:48Z XXX followers, XXX engagements

"@app_hyd @InvestorDenis This is why sentiment flipped when tricolor went bankrupt in the subprime auto lending space. Pagayas been underwriting a lot of subprime auto loans and for each loan they take a slice of the risk per regulations"
X Link 2025-12-05T08:51Z XXX followers, XX engagements

"@InvestorDenis @app_hyd $PGY this overall value goes up as they scale up network volume cause reg requirement. though pgy is trying to minimize the amt of required balance sheet cap thru use of more capital efficient structures like forward flow agreements (blue owl deal) and pass thru securitizations"
X Link 2025-12-05T12:08Z XXX followers, XXX engagements

"@Gelengleng I think I am reading this a bit wrong. I see in the far right column "Voting shares reported" = 52700 shares which likely reflects the as-converted common stock the filer could vote if they converted today. so it's probably 52700 shares he would have if he converted the bonds"
X Link 2025-12-06T01:53Z XXX followers, XX engagements

"$ASTS from the horses mouth confirming what we already knew: $ASTS is a trillion dollar company"
X Link 2025-12-11T09:05Z XXX followers, XXX engagements

"@spacanpanman $ASTS $RKLB"
X Link 2025-12-11T19:17Z XXX followers, XXX engagements

"$PGY weakness lately: largest tranche of $XXXXX million with top ratings of AAA priced at 1.5%pts above the benchmark rate (prev guidance of 1.25-1.3 %pts); lowest-rated part of the $XXX million offering priced at XXX %pts above the benchmark init target range was 6.5-6.75 %pts"
X Link 2025-12-02T19:58Z XXX followers, XXX engagements

"@InvestorDenis @app_hyd np. $PGY's risk retention figures can be found in their 10-Q/10-K statements. page XX in their latest 10-Q for 3Q25"
X Link 2025-12-05T11:47Z XXX followers, XXX engagements

"@InvestorDenis @app_hyd $PGY the new structures are meant to transfer credit risk sooner and more completely to institutional investors though there's no guarantee that will hold if credit/macro environment changes; from past we know management may take on more risk to keep credit flowing"
X Link 2025-12-05T12:09Z XXX followers, XXX engagements

"@InvestorDenis @app_hyd $PGY key risk right now no matter how overexaggerated we all may think it to be is that unexpected risk retention write downs eat into book value. and in an absolute worst-case scenario where those holdings go to zero pgy's equity would be more than wiped out (uVieRR=1.8xBV)"
X Link 2025-12-05T12:16Z XXX followers, 1091 engagements

"@InvestorDenis @app_hyd $PGY as you can in the previous chart see there's always a base line amount of write-downs but also events where those can spike as their holdings in fair-value available for sale loan/abs positions are directly sensitive to credit assumptions and discount rates"
X Link 2025-12-05T12:21Z XXX followers, XXX engagements

"@InvestorDenis @app_hyd $PGY so now the market is laser focused on two things: 1) tricolor-driven stress in auto lending which leads to harsher lens for new auto ABS deals and corp. debt and 2) tariff and AI driven income&employment shocks as AI adoption accelerates job losses for lower tier borrowers"
X Link 2025-12-05T12:34Z XXX followers, XXX engagements

"@InvestorDenis @app_hyd $PGY on risk #2 PGY's borrowers tend to skew non-prime/near-prime. remember they are a second-look underwriter; after a bank has already said no in the background the app goes to pagaya and other second look underwriters for a. second look. 1/n"
X Link 2025-12-05T13:36Z XXX followers, XXX engagements

"@InvestorDenis @app_hyd $PGY these second-look borrowers typically work in services logistics customer support and similar roles that are increasingly exposed to automation and AI tools. unemployment may well accelerate above the general unemployment rate due to AI adoption. 2/n"
X Link 2025-12-05T13:38Z XXX followers, XXX engagements

"@InvestorDenis @app_hyd $PGY for that cohort of borrowers (the roles susceptible to AI replacement) which are the core borrowers pgy underwrites loans to. if that happens personal loan delinquencies will move up (this is the bulk of risk retention) while auto collateral will also worsen. 3/3"
X Link 2025-12-05T13:42Z XXX followers, XXX engagements

"$ASTS makes up roughly XX% of $GOOG $GOOGL Alphabets portfolio right now 🤔"
X Link 2025-12-11T09:20Z XXX followers, 44.5K engagements

"@mountaingoatcap $PGY a few sells by the CFO and other insiders"
X Link 2025-12-11T23:19Z XXX followers, XXX engagements

"$ASTS Sorry guys I was wrong. I incorrectly said ASTS was roughly XX% of $GOOG $GOOGL Alphabet's portfolio. but that % is outdated. after seeing grok's correction I did the calc myself: XXXXX% of Alphabet's portfolio (see work below) in line with grok 25-30% range"
X Link 2025-12-12T14:23Z XXX followers, 2394 engagements

"$ASTS don't let these algos take your shares"
X Link 2025-12-12T16:16Z XXX followers, XXX engagements

"$ASTS if it is short selling then the stock should stabilize as it is down XX% which triggers the short sale uptick rule (little speedbump for them)"
X Link 2025-12-12T16:19Z XXX followers, XXX engagements

"$GOOG $GOOGL always declines on news like this but quickly recovers"
X Link 2025-12-11T18:37Z XXX followers, XXX engagements

"$GOOG $GOOGL remind me again who won the pentagon contract oh yea. Google"
X Link 2025-12-11T18:43Z XXX followers, XXX engagements

"$ASTS the real figure is XXXXX% of $GOOG $GOOGL Google's Alphabet Inc. portfolio as of yesterday's close"
X Link 2025-12-12T14:30Z XXX followers, XXX engagements

"$ASTS the only thing that changed from yesterday to today is cramer saying "i'm not against it." ignore the inverse cramer noise"
X Link 2025-12-12T15:55Z XXX followers, XXX engagements