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@GHadjia Avatar @GHadjia George Hadjia

George Hadjia posts on X about $fico, $snps, $par, $googl the most. They currently have XXXXXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.

Engagements: XXX #

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Mentions: XX #

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Followers: XXXXXX #

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CreatorRank: XXXXXXXXX #

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Social Influence #

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

Social topic influence $fico #14, $snps #19, $par #5, $googl 3.7%, $efx #8, pricing 2.47%, $ficos #2, $asml 2.47%, asml 2.47%, over the XXXX%

Top accounts mentioned or mentioned by @itsdanielwu @joinyellowbrick @stylianos1999 @scobleizer @mergerarbmike @compoundpapi @zappadappadu @bchesky @thelongaj @thelonghappy @nocapcapital5 @uzocapital @b3i_insights @attaboytales @rudenokav @foldedthronecap @pettiford_matt @nickdavisnz @invest091 @parvenucapital

Top assets mentioned Fair Isaac, Corp. (FICO) Synopsys, Inc. (SNPS) Parachute (PAR) Alphabet Inc Class A (GOOGL) Effect.AI (EFX) Apple, Inc. (AAPL) NVIDIA Corp. (NVDA) Alibaba Group (BABA)

Top Social Posts #

Top posts by engagements in the last XX hours

"The new direct licensing program from $FICO is a HUGE change whereby resellers can calculate and distribute FICO Scores directly to customers. Both pricing models announced by FICO represent a price increase. FICO introduced a new performance model whereby it will receive a $XXXX royalty (which is a XX% reduction in average score fees into the tri-merge resellers due to the elimination of the credit bureau markup). In addition there's a funded loan fee of $XX per borrower per score when a FICO-secured loan is closed. It's thus a success-based model whereby FICO is paid a higher fee but only"
X Link @GHadjia 2025-10-02T12:32Z 10.1K followers, 11K engagements

"$PAR was a material detractor to our performance in the qtr given the stock fell XX% in the span of X months. We detail why we still believe the future is bright for PAR"
X Link @GHadjia 2025-10-09T20:16Z 10.1K followers, XXX engagements

"$EFX decision to price VantageScore at $XXXX for the next two years is actually bullish for $FICO. It signals that Equifax has limited levers to counter FICOs direct-licensing push. The main risks were"
X Link @GHadjia 2025-10-07T23:30Z 10.1K followers, 9776 engagements

"2) the CRAs withholding credit-file data from resellers (the probability of them doing this probably rounds down to zero given anti-trust risks)"
X Link @GHadjia 2025-10-07T23:30Z 10.1K followers, XXX engagements

"$EFX is pricing VS only $XXXX less than $FICOs cost under this performance-based model. This wont be nearly enough to drive adoption of VS particularly when given the risk of higher loan losses and/or a risk premium required by MBS mkt when VS-scored loans are securitised"
X Link @GHadjia 2025-10-07T23:30Z 10.1K followers, 1740 engagements

"The Bristlemoon Global Fund returned XXX percent for the September 2025 quarter with a XXX percent return for the month of September 2025 net of fees. For the fifteen-month period since inception the Fund has produced a cumulative XXXX percent return net of fees"
X Link @GHadjia 2025-10-09T20:16Z 10.1K followers, 8206 engagements

"We detail the headwinds facing $SNPS in our letter and estimate that they only effect FY25 and FY26 earnings by mid-teens % vs. the -XX% stock price reaction which seemed like a significant overreaction to us"
X Link @GHadjia 2025-10-09T20:16Z 10.1K followers, XXX engagements

"$SNPS is the leading vendor of electronic design automation (EDA) software tools used for integrated circuit design and the #2 licensor of chip design IP. EDA tools are mission critical for anyone who wants to design chips (e.g. $NVDA $AAPL $BABA etc)"
X Link @GHadjia 2025-10-09T20:16Z 10.1K followers, XXX engagements

"Reposting as this disappeared from my profile after posting. Writeups on $ASML $GOOGL $SNPS and $PAR for those interested in our Q3 quarterly letter. Would love to hear thoughts and any pushback"
X Link @GHadjia 2025-10-13T08:44Z 10.1K followers, 4466 engagements

"Google is in the enviable position of having state-of-the-art AI capabilities best-in-class AI hardware for its internal workloads and the operating cash flow to fund its ambitious AI infrastructure buildout"
X Link @GHadjia 2025-10-09T20:16Z 10.1K followers, XXX engagements

"Meanwhile the vast majority of mortgage originations come from IMBs that run on razor-thin margins. In todays environment these lenders have a strong incentive to choose $FICOs performance-based model"
X Link @GHadjia 2025-10-07T23:30Z 10.1K followers, XXX engagements

"As we explained in our recent $FICO report the CRAs also cant collectively set a uniform VantageScore price without running afoul of antitrust rules which further limits their ability to use price as a weapon"
X Link @GHadjia 2025-10-07T23:30Z 10.1K followers, XXX engagements

"Under this model they will pay a $XX per-borrower per-score success fee only when a loan closes on top of the current $XXXX $FICO royalty. That $XX is typically rolled into borrower closing costs so lenders are largely indifferent to it"
X Link @GHadjia 2025-10-07T23:30Z 10.1K followers, XXX engagements

"Bristlemoon just published a 16k+ word report on $FICO the credit score monopolist that has increased its mortgage scores prices by XXX% over the last three years. We explore how entrenched FICO is in the US credit ecosystem and whether the company still has pricing power"
X Link @GHadjia 2025-09-11T21:30Z 10.1K followers, 37K engagements

"Overall this looks like a strategically smart move by $FICO that could result in a step function change in growth that the market hasnt fully appreciated yet"
X Link @GHadjia 2025-10-07T23:30Z 10.1K followers, 1661 engagements

"The FICO Score very much is not just a number referenced by lenders but is integral to the plumbing of the U.S. mortgage system in a way that makes the score very sticky. This has supported an aggressive pricing strategy that carries wonderful economics"
X Link @GHadjia 2025-09-11T21:30Z 10.1K followers, 2143 engagements

"Great graphic from @itsDanielWu in our quarterly letter which sums up why we like $GOOGL's AI prospects"
X Link @GHadjia 2025-10-11T05:33Z 10.1K followers, 2989 engagements

"1) the CRAs aggressively undercutting $FICO by pricing VantageScore much lower and picking up share from the more price-sensitive part of the market (though this risk was always modest since credit score costs are passed on to borrowers); and/or"
X Link @GHadjia 2025-10-07T23:30Z 10.1K followers, 1047 engagements

"Probably worth reposting this today given the news. We break out the FICO and credit bureau economics for a typical credit report in granular detail. It provides a helpful framework for understanding the implications of the recent $FICO announcement"
X Link @GHadjia 2025-10-02T12:34Z 10.1K followers, 2317 engagements

"In the letter below we talk about $ASML $GOOGL $SNPS and $PAR"
X Link @GHadjia 2025-10-09T20:16Z 10.1K followers, XXX engagements