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@KerrisdaleCap Avatar @KerrisdaleCap Kerrisdale Capital

Kerrisdale Capital posts on X about $bmnr, $cwrv, money, future of the most. They currently have XXXXXX followers and XX posts still getting attention that total XXXXXX engagements in the last XX hours.

Engagements: XXXXXX #

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Mentions: X #

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Followers: XXXXXX #

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CreatorRank: XXXXXXX #

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Social Influence #

Social category influence stocks #5353 finance XXXXX% cryptocurrencies XXXX%

Social topic influence $bmnr 5.26%, $cwrv 5.26%, money 5.26%, future of 5.26%, holders 5.26%, $acmr 5.26%, $stx 5.26%, $pstg 5.26%, $crwv 5.26%, $75b XXXX%

Top accounts mentioned or mentioned by @bullmeechum3 @macromicronmike @joinyellowbrick @investor_nick_ @martinshkreli @giacobocanegra @mikalche @taobanker @commonsenseplay @origoinvest @district_trader @deexnootzbtch @ruth_capital @fundstrat @cryptonews @jackaroo_trades @dilbradly @lifelags @kross_roads @breakoutpoint

Top assets mentioned BITMINE IMMERSION TECH (BMNR) Stacks (STX) Pure Storage, Inc. (PSTG) CoreWeave, Inc. (CRWV)

Top Social Posts #

Top posts by engagements in the last XX hours

"We're short $BMNR. Report at The DAT playbook has become basic & unoriginal: as near-identical copycats overwhelm the market premiums are collapsing and the ability to issue shares well above NAV to boost ETH-per-share is disappearing. RIP DATs🪦🥲 1/8"
X Link @KerrisdaleCap 2025-10-08T13:47Z 86.6K followers, 933.5K engagements

"$CWRV is not the future of AI infrastructure. Its other peoples chips in other peoples data centers financed with other peoples money. Lenders may get paid but equity holders get left holding the bag. Fair value: $XX. 10/10"
X Link @KerrisdaleCap 2025-09-15T13:13Z 86.6K followers, 22.7K engagements

"Our two longs this year: $ACMR +130% and $STX +112%. Were equally optimistic about todays idea"
X Link @KerrisdaleCap 2025-10-24T13:16Z 86.6K followers, 28.6K engagements

"Were short $PSTG. Report available at Pure Storage has gone from disruptor to disrupted. We believe its hyperscaler strategy will disappoint while its core enterprise storage products face declining differentiation (1/10)"
X Link @KerrisdaleCap 2025-09-04T13:08Z 86.6K followers, 43.9K engagements

"We're short $CRWV. Report at $CRWV has shot to a $75B valuation on technicals and hype but strip away the noise and its just a levered GPU rental shop with lousy economics. 1/10"
X Link @KerrisdaleCap 2025-09-15T13:09Z 86.6K followers, 493.9K engagements

"We release a report on an Italian long tomorrow so to commemorate heres a video of my wedding in Bella Italia (until my wife makes me take it down)"
X Link @KerrisdaleCap 2025-10-23T16:14Z 86.6K followers, 27.7K engagements

"Were long Buzzi SpA the worlds best cement maker trading at one of the lowest valuations. Report at Our fair value of $BZU based on cement comps implies stock px of XX XX% higher than current level 1/9"
X Link @KerrisdaleCap 2025-10-24T13:46Z 86.6K followers, 27.1K engagements

"50%+ of EBITDA is from the U.S. where its tier X assets have the highest margins of any player. The U.S. assets alone if fairly valued cover nearly the companys entire mkt cap 2/9"
X Link @KerrisdaleCap 2025-10-24T13:47Z 86.6K followers, 3452 engagements

"Its European assets are at least on par in quality with Holcim and Heidelberg which trade at a XX% premium to Buzzi despite Buzzi having a much higher proportion of EBITDA coming from more valuable U.S. assets 3/9"
X Link @KerrisdaleCap 2025-10-24T13:49Z 86.6K followers, 3301 engagements