[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.]

@davey_juice Avatar @davey_juice Frank Slootman’s Abandoned Projects

Frank Slootman's abandoned projects are not directly mentioned, but his past companies' performances are being discussed. Mercado Libre ($meli) and other Latin American e-commerce companies are seeing positive developments, with $nu partnering with $meli's competitors and $se launching new initiatives to improve logistics and membership programs. Several stocks are being discussed, including $crdo, $rbrk, $se, and $nu, with some users sharing their investment strategies and portfolio updates.

Engagements: XXXXX #

Engagements Line Chart

Mentions: XX #

Mentions Line Chart

Followers: XXXXX #

Followers Line Chart

CreatorRank: XXXXXXX #

CreatorRank Line Chart

Social Influence

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

Social topic influence $meli #13, $crdo #21, $se #9, $rbrk #5, $nvda #702, $dlo #8, $zs #2, $tsm #19, $snow #8, $nu #6

Top accounts mentioned or mentioned by @alexand92792198 @gabgrowth @daveyjuice @wealthyreadings @parklane1882 @thehimalayanyak @justuravgstonk @minnvestor @contextinvestor @insights4wealth @rahulsetty @blyons151 @samsolid57 @rhouseresearch @jaredkubin @starlink @carlosl98728494 @wisemancap @23andme @sixsigmacapital

Top assets mentioned MercadoLibre Inc (MELI) Credo Technology Group Holding Ltd Ordinary Shares (CRDO) Sea Limited (SE) Rubrik, Inc. (RBRK) NVIDIA Corp. (NVDA) DLocal Limited Class A Common Shares (DLO) Zscaler Inc (ZS) Taiwan Semiconductor (TSM) Snowflake, Inc. (SNOW) NuCypher (NU) Crowdstrike Holdings Inc (CRWD) Applovin Corporation (APP) Datadog Inc (DDOG) Astera Labs, Inc. Common Stock (ALAB) Global-E Online Ltd. Ordinary Shares (GLBE) Cloudflare, Inc. (NET) Axon Enterprise, Inc. (AXON) Advanced Micro Devices (AMD) Coupang, Inc. (CPNG) Monolithic Power Systems, Inc. (MPWR) Klaviyo, Inc. (KVYO) Hims & Hers Health, Inc. (HIMS) Airbnb Inc (ABNB) Duolingo, Inc. Class A Common Stock (DUOL)

Top Social Posts

Top posts by engagements in the last XX hours

"For anyone that needs to hear this $dlo net take rate is still 6x larger than $adyen $dlo take rate will continue to go down but that shouldve been obvious for anyone studying the company and industry Expect continued compression here but these are known knowns when you have the best customers on planet earth and they scale very rapidly"
X Link 2025-11-18T15:40Z 6733 followers, 11.5K engagements

"I think I would pick $nu but it's a tough choice. Very very close. Can make arguments either way. Time will tell. Both will significantly beat market imo so will own both for forseeable future"
X Link 2025-12-11T21:11Z 6739 followers, 2538 engagements

"$CRDO CEO: the combination of continued growth in our core AEC and IC franchises plus the upcoming ramps of our recently announced ZeroFlap Optics ALCs and OmniConnect gearbox solutions gives us an outlook with strong revenue growth and profitability through fiscal 2026 and beyond"
X Link 2025-12-12T01:08Z 6734 followers, 1187 engagements

"Added XX shares to $crdo at XXXXXX What a fuckin steal I'll eat more credo shares than empanadas at this point"
X Link 2025-12-12T15:44Z 6734 followers, 4740 engagements

"Added XX more shares to $crdo at XXXXXX Added a bit to $rbrk at XXXXX as well after selling off XX% or so of shares between 90-93"
X Link 2025-12-12T16:32Z 6739 followers, 5517 engagements

"Added XX shares to $nvda 175.xx"
X Link 2025-12-12T16:35Z 6736 followers, 2719 engagements

"Portfolio November 21st 2025: Top 9= XXXXX% 15%: $CRWD XX% $RBRK 12%: $MELI 9%: $ZS X% each: $DDOG $NU X% each: $DLO $NET 5%: $APP Other 11= XXXXX% X% each: $CRDO $NVDA $AMD X% each: $SE X% each: $TSM $AXON $ALAB $GLBE $SNOW $OUST Total after subtracting margin: $557763.24"
X Link 2025-11-22T03:36Z 6746 followers, 22.3K engagements

"Some thoughts on $meli $crdo $se being quite attractive here. Will probably expand on this soon"
X Link 2025-12-15T15:41Z 6747 followers, 4001 engagements

"You are welcome for the free alpha here. I made an XXX% return on $cpng in less than XX months and stock is flat now in past X months. Good company but I felt at XX in June a lot of the upside minus future risks priced in. Looks cheap again now but so does $meli and $se "
X Link 2025-12-10T11:09Z 6741 followers, 5763 engagements

"$nvda closed Friday below XXX MA For traders not smart to bet bullish here For LT investors who follow fundamentals breaking the XXX MA and going towards the XXX on nothing to do with nvda would be an easy massive bet at least for me. 2026 cap ex going up and I don't think odds are high 2026 is peak build out. Personally think cap ex higher in 2027 based on all the information I'm ingesting and from the horse's mouth (Jensen)"
X Link 2025-12-13T14:23Z 6741 followers, 7282 engagements

"$mpwr q3 Revenue: Record quarterly revenue of $XXXXX million up XXXX% from Q2 2025 and XXXX% from Q3 2024"
X Link 2025-10-31T08:47Z 6742 followers, XXX engagements

"Dude $asml has a moat fatter than a latinas bum. 80x p.e for X% growth is deserved"
X Link 2025-12-07T10:19Z 6741 followers, 10.5K engagements

"$DLO under XX is where I would begin to add again I think"
X Link 2025-12-09T16:06Z 6745 followers, 1101 engagements

"Trimmed just a bit of $app at XXX. One of the names I went big margin on"
X Link 2025-12-09T21:05Z 6741 followers, 1890 engagements

"$zs and $crwd are companies I'm looking to start dumping unless they show me they can grow above XX% sustainably. I don't fuck with gaap holes that can't even grow quickly. Show me gaap operating leverage and +25% growth or show me 30%+ and keep ignoring gaap for now. XX% growth without giving a f about gaap. Something's broken at these companies imo. SW should show good margins when growth slows if run well Yellow flags"
X Link 2025-12-10T11:19Z 6743 followers, 4602 engagements

"WEn $asml re rates to 22x will be 3-4 flat years"
X Link 2025-12-16T18:06Z 6747 followers, 1158 engagements

"Oh wow $KVYO wrecked Anyone been keeping tabs on this one 6.25x Q2 revenue annualized. Interesting- havent been keeping up with this one after the first few quarters of its IPO Anyone have any strong opinions here X has went quiet here @Wiseman_Cap you still following"
X Link 2025-10-11T09:49Z 6747 followers, 2314 engagements

"The CEO of $hims is a dumbass not only does he quote tweet Anthony but also has said: If youre currently protesting against the genocide of the Palestinian people & for your universitys divestment from Israel keep going Its working. The systematic erasure of Palestinians is everywhere. I just completed a @23andMe report. They dont even show Palestine 😂 Dudum urged students via X not to fear disciplinary action from their schools claiming many companies are looking forward to hiring them. He noted "moral courage" trumps a "college degree. There are plenty of companies & CEOs eager to hire you"
X Link 2025-10-16T00:24Z 6746 followers, 5403 engagements

"Portfolio Thanksgiving 2025: Top 11= XXXXX% 15%: $CRWD XX% $RBRK 13%: $MELI 8%: $NU $ZS X% each: $DDOG X% each: $NET 5%: $APP $DLO X% each: $CRDO $NVDA Other 8= XXXXX% 3%: $AMD 2%: $SE $TSM X% each: $ALAB $GLBE $AXON $OUST $SNOW Total after subtracting margin: $585689.89"
X Link 2025-11-27T00:58Z 6746 followers, 16.1K engagements

"I think $abnb now will be similar to $duol in X years. Everyone loved them to ignored. Not sure which is the structural better company but neither meet my requirements"
X Link 2025-11-27T10:19Z 6745 followers, 1398 engagements

"De-leverage day Down to 7-8ish % margin Just trimmed some shares and also exited fully from $snow after many years. Sold my last XX shares. I had sold XXX or so shares between 220-280 recently as I don't see any gaap improvement and growth didn't accel q/q Made somewhere between 70-80% on it I'll calculate it later on exactly. Tbh overall dissatisfied with my investment and use of capital here. Moving on"
X Link 2025-12-05T20:25Z 6747 followers, 3566 engagements

"Added to $se XXXXX $meli 2056 Most attractive names in my portfolio ATM imo. De-leveraged overall net worth though after trimming Abit of higher cost basis shares on $rbrk at 92.xx only because I used a lot of margin on this one and as stock pushes near XXX feel de-leveraging is the move bc it will give me buying power if it's a fake break out up. Somewhere between 16-21% of account still. Hard to tell exactly without excel or too many calculations but def in that range Still 12k$ larger than next position. Margin down to 6-7% Will continue to de leverage as I continue to find opportunities"
X Link 2025-12-09T15:31Z 6747 followers, 7900 engagements

"Are $se and $meli going out of business Lol"
X Link 2025-12-09T16:11Z 6747 followers, 4899 engagements

"Added to $se XXXXX $meli 1990 Also de leveraged margin down to 5%"
X Link 2025-12-10T20:47Z 6747 followers, 2031 engagements

"Little portfolio update as it's been a few weeks. First picture is my main account second is my Roth IRA. 3rd are my covered calls that I've made more aggressive in recent weeks to help cover my margin and also as I find the companies with LT CC's less attractive than months prior. Total of 31k$ margin ATM. Likely continue to decrease this over weeks to come"
X Link 2025-12-11T10:25Z 6747 followers, 5684 engagements

"@GabGrowth I am very happy I sold out of $snow prior to ER. you have to use price action to your advantage not just cry or be a cheerleader 😂 People see numbers go up = buy more Numbers go down = stock is shit"
X Link 2025-12-11T10:58Z 6747 followers, XXX engagements

"@parklane1882 $meli $crdo scream buy me here imo $se as well but not as high a conviction name The former X are two of my top X ideas"
X Link 2025-12-15T15:40Z 6747 followers, 4682 engagements

"Tried to warn you guys X quarters ago on $zs If I didn't have covered calls I would have exited XX% of my position btw. still able to make money on the CC's. I also didn't like the last quarter. This company is done as a good investment until they take bottom line seriously or re-accel imo. Dead money until results show they are done growing over XX% while diluting a lot and showing zero gaap leverage Disappointed is an understatement even though I'm up a ton same with $crwd btw"
X Link 2025-12-15T16:00Z 6747 followers, 3215 engagements

"@Alexand92792198 I think this company deserves a lower multiple than $tsm by 5-15 p.e"
X Link 2025-12-16T19:08Z 6747 followers, XX engagements

"@Alexand92792198 Europe is more risky than Taiwan. Few. Also that risk is industry wide not just $tsm You have all the classic euro fintwit points. It's almost as if you guys read the XX commandments of how to think $asml is better than it is and shove a ba multiple"
X Link 2025-12-16T19:23Z 6747 followers, XX engagements

"$nvda XXX and under $crdo under XXX Could see myself make it 25-30% combined of port at above prices"
X Link 2025-12-13T14:17Z 6747 followers, 2844 engagements

"@Alexand92792198 They're not even growing and haven't for a few years now"
X Link 2025-12-16T18:43Z 6747 followers, XX engagements

"@Alexand92792198 U said12 now you say XX 38/3 = X Plus peg Very expensive. Likely more than XX% too expensive"
X Link 2025-12-16T19:47Z 6747 followers, XX engagements