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@ErickQuay Avatar @ErickQuay Erick Quay

Erick Quay posts on X about $nflx, $wbd, $psky, $lulu the most. They currently have XXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.

Engagements: XXXXX #

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Mentions: XX #

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Followers: XXX #

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CreatorRank: XXXXXXXXX #

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Social Influence

Social category influence stocks XXXXX% technology brands XX% finance XX% fashion brands XXXXX% countries XXXX% cryptocurrencies XXXX% social networks XXXX%

Social topic influence $nflx #253, $wbd #93, $psky #125, $lulu #139, $5b #29, $58b #3, ai 8.57%, $ea 5.71%, databricks #95, at a #964

Top accounts mentioned or mentioned by @secgov @jimcramer @mansourtarek @kalshi @aresearchguy @cftc @cnbcs @madmoneyoncnbc @ramahluwalia @mrderivatives @thurty33z @bucknsf @trendfollower47

Top assets mentioned Netflix Inc (NFLX) Warner Bros Discovery, Inc. (WBD) Paramount Skydance Corporation Class B Common Stock (PSKY) Lululemon Athletica Inc (LULU) Electronic Arts Inc. (EA) Snowflake, Inc. (SNOW) Simplify Macro Strategy ETF (FIG) Amazon.com, Inc. (AMZN) Klarna Group (KLAR) NVIDIA Corp. (NVDA) American Express Company (AXP) Zillow Group, Inc. Class C Capital Stock (Z) DisChain (DIS) Airbnb Inc (ABNB) DoorDash, Inc. (DASH) ShapeShift FOX Token (FOX) Dash (DASH) Pinterest, Inc. (PINS) Warner Music Group, Co. (WMG) Adobe, Inc. (ADBE)

Top Social Posts

Top posts by engagements in the last XX hours

"Saudi Arabias PIF is set to control roughly XXXX% of Electronic Arts under the proposed $55B take-private per a new filing cited by WSJ. Silver Lake would hold XXX% and Affinity Partners 1.1%. This effectively turns $EA into a sovereign-wealth-fundcontrolled video game publisher. Raises material questions around governance regulatory review and long-term strategic direction as the December vote approaches. WSJ:"
X Link 2025-12-03T15:26Z XXX followers, XXX engagements

"Still not sure on $LULU Just a couple snippets from our research report on #LULULEMON (our #1 holding). Full research report link is pinned on my profile. Not financial advice"
X Link 2025-12-05T18:58Z XXX followers, 6854 engagements

"Databricks is reportedly seeking a $5B raise at a $134B valuation implying about XX estimated 2025 revenue of $4B. For comparison $SNOW trades near an $85B market cap or roughly XX sales. Similar revenue scale. Very different valuation math private markets putting a XX% premium on DB per $ of revenue. Reuters:"
X Link 2025-12-01T16:49Z XXX followers, XXX engagements

"Lululemon logged its first meaningful technical reversal in months. Last week $LULU reclaimed both its 50-dma and 21-day EMA with the 50-day finally turning higher for the first time since February. Support at $XXX has held multiple times since September building a real base. At $XXX a move toward $XXX isnt unrealistic if this constructive setup holds. Via Bloomberg:"
X Link 2025-12-01T20:57Z XXX followers, 1523 engagements

"HAPPY FRIDAY $LULU 📈 $AMZN 📈 $FIG 📉 $KLAR 📉"
X Link 2025-12-05T15:01Z XXX followers, XXX engagements

"Snowflakes Q3: $1.21B rev (+29% YoY) strong beat but compressed Q4 margin guide drove $SNOW shares lower. Reposted RE #Databricks: similar revenue scale with slightly faster growth is raising at $134B privately. Whatever your view on #Snowflake the valuation gap between public and private has never looked wider. SNOW earnings: Databricks raise:"
X Link 2025-12-05T20:09Z XXX followers, XXX engagements

"2/5: The kicker is the breakup fees. If WBD walks to take a higher bid it owes Netflix $2.8B. But if regulators kill Netflix/WBD Netflix owes WBD a massive $5.8B reverse fee. That cash would sit on WBDs balance sheet and can directly subsidize any followon buyer. $PSKY $WBD $NFLX"
X Link 2025-12-08T22:07Z XXX followers, XX engagements

"3/5: Paramount Skydances $XX hostile is financed by Ellison family + RedBird + $54B of debt plus outside capital from Jared Kushners Affinity Partners and Saudi/Qatar/Abu Dhabi SWFs while Trump their close ally/relative is signaling he may block the competing Netflix deal. Huge conflictofinterest risk. $PSKY $WBD $NFLX"
X Link 2025-12-08T22:07Z XXX followers, XX engagements

"@Mr_Derivatives Agreed Although we think the $NFLX board is due for a refresh"
X Link 2025-12-09T03:29Z XXX followers, 1958 engagements

"Probably PIF again Kushners Affinity Partners may deploy the entirety of their first fund on brokering CIFIUS approvals for ME SWFs"
X Link 2025-12-08T17:28Z XXX followers, XXX engagements

"Correction: Paramount Skydance $PSKY has structured the Middle Eastern money (PIF Qatar etc.) as passive non-voting stakes in its hostile $WBD bid vs. $NFLX. This means no need for U.S. foreign ownership review under CFIUS. CFIUS would normally scrutinize a foreign-backed takeover of a major American media company. This differs that the $EA which will be majority controlled by PIF and thus must pass CFIUS"
X Link 2025-12-08T21:07Z XXX followers, XXX engagements

"AI cycle update: getting frothy💸 Tiger Global is back in market with a new fund. LPs about to pay X & XX for the privilege of ringing the bell at peakish multiples (again). But dont worry Tiger plans to be more disciplined this time. #bubble #aibubble #venturecapital #privatemarkets"
X Link 2025-12-08T21:26Z XXX followers, XXX engagements

"4/5: WBDs undisturbed price was $12.54/sh preauction process. If both deals fail even with $5.8B in breakup cash ($2+/sh) youre probably looking at a midteens to maybe $XX fundamental range. Todays $2728 implies $XX upside vs $XXX downside. The risk/reward looks brutally asymmetric. Options markets are pricing it as we see it: $WBD puts remain at a very high implied vol atypical for a merger arb situation. $PSKY $WBD $NFLX"
X Link 2025-12-08T22:07Z XXX followers, XXX engagements

"5/5: Base case I worry about: Trump leans on antitrust to kill $NFLX / $WBD WBD pockets $5.8B stock cracks back toward fundamentals $PSKY /Ellison/Kushner/Gulf syndicate comes back later with a lower bid partly funded by Netflixs cash. This isnt a normal merger arb. Its a politicalrisk case study"
X Link 2025-12-08T22:07Z XXX followers, XXX engagements

"1/5: Netflix has a signed $82.7B deal to buy WBDs studios/streaming for $27.75/sh. Days later David Ellisons Paramount Skydance launches a $30/sh allcash hostile for all of WBD backed by Ellisons father Kushner/Affinity and Gulf SWFs while Trump publicly says the Netflix deal could be a problem. $PSKY $WBD $NFLX"
X Link 2025-12-08T22:07Z XXX followers, XXX engagements

"Upside scenario out of recent earnings materializing: Trump says U.S. will let $NVDA sell select AI chips to approved customers in China with XX% of those sales paid to the U.S. government. #Nvidea shares up X% in after-hours trading on the headlines"
X Link 2025-12-08T22:25Z XXX followers, XXX engagements

"$AXP CEO says Thanksgiving-through-Cyber Monday consumer spending was up X% YoY with a boost from affluent Platinum cardholders and perks at retailers like Lululemon. If thats a read-through tomorrows post-close earnings from $LULU could be an interesting stress test of the resilient consumer narrative and early indications of the upside from its Platinum partnership"
X Link 2025-12-10T21:37Z XXX followers, 1197 engagements

"The Netflix $NFLX board isnt a neutral referee in the $WBD sale. Its a web of affiliated media / tech execs ( $DIS $FOX) platform directors (Airbnb $ABNB DoorDash $DASH Pinterest $PINS Zillow $Z Nextdoor $KIND) and political power players tied into institutions funded by oligarchs + Gulf SWFs. Add in Dpfners seat at Blavatnik-controlled Warner Music $WMG Susan Rices Kennedy Center link and Trumps push to block the $NFLX + $WBD deal while his son-in-law backs the rival Ellison bid ( $PSKY) and you get the real story: This isnt a neutral M&A process. Its overlapping power networks deciding who"
X Link 2025-12-09T03:35Z XXX followers, XXX engagements

"1/3: AI Economics Contrast: Explicit ARR at $ADBE vs. implied-only at $FIG. #Adobe is selling AI and showing its work: $5B AI-influenced ARR AI-first ARR already $250M goal metered via gen credits (consumption up 3x QoQ) all inside a XX% non-GAAP operating margin machine. #Figma is story-telling AI: $1B total company run-rate 3840% YoY (fueled by IPO-era one-offs) but no AI revenue/ARR line or other tangible AI financials. All we get are cherry-picked weekly AI usage stats for the $100k+ ARR cohort. AI is effectively given away with seats (AI compute flowing through COGS/Opex) with real"
X Link 2025-12-11T03:20Z XXX followers, XXX engagements