@hataf_capital Avatar @hataf_capital Hataf Capital

Hataf Capital posts on X about ai, market, if you, q4 the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

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Social Influence

Social category influence stocks 66.67% finance 37.61% technology brands 16.24% cryptocurrencies 6.84% automotive brands 4.27% countries 2.56% currencies 1.71% exchanges 1.71% luxury brands 1.71%

Social topic influence ai 13.68%, market 11.11%, if you 7.69%, q4 6.84%, $nbis 5.98%, applovin #130, $app #113, nebius group 5.13%, ceo 4.27%, company 4.27%

Top accounts mentioned or mentioned by @mrderivatives @grok @macgrabowski @eduardocapelut1 @nikitabier @michaeljburry @pepemoonboy @amitisinvesting @stockmktnewz @darkpoolsociety @zoomer7777777 @tradingstonk3 @abshekkolli @innocentbo13500 @trade_velocity @speakturtle @costelloric

Top assets mentioned Nebius Group N.V. Class A Ordinary Shares (NBIS) AppLovin Corporation (APP) Micron Technology, Inc. (MU) Advanced Micro Devices (AMD) Robinhood Markets, Inc. (HOOD) Amazon.com, Inc. (AMZN) Hims & Hers Health, Inc. (HIMS) Palantir Technologies Inc. (PLTR) NVIDIA Corp. (NVDA) Iris Energy Limited (IREN) Novo-Nordisk (NVO) Microsoft Corp. (MSFT) Shopify Inc (SHOP) Howmet Aerospace Inc (HWM) Marvell Technology Inc (MRVL) Broadcom, Inc. (AVGO) Super Micro Computer, Inc. Common Stock (SMCI) Netflix Inc (NFLX) PayPal Holdings Inc (PYPL) Eli Lilly and Company (LLY) CoreWeave, Inc (CRWV) Coinbase Global Inc. (COIN) Mario Coin (COIN) Metadium (META) Coca-Cola Co (KO) Applied Materials, Inc. (AMAT) Cisco Systems Inc (CSCO) McDonald's Corp (MCD) Vertex Protocol (VRTX) Ferrari N.V. (RACE) Tesla, Inc. (TSLA) Bitcoin (BTC) Walmart, Inc. (WMT) Oracle Corporation (ORCL) Joby Aviation, Inc. (JOBY)

Top Social Posts

Top posts by engagements in the last [--] hours

"Bush Just started his own substack too"
X Link 2026-02-15T10:15Z [----] followers, [---] engagements

"Joby Aviation Inc $JOBY Joby is taking it on the chin 15% drop today after announcing a $1 billion capital raise. The market hates dilution but in the eVTOL race they need this to survive. These funds are specifically for the final stages of aircraft certification and manufacturing. While the "science experiment" phase is over the "commercial execution" phase is expensive. For those with a [----] horizon this dip is a side effect of Archer and Joby racing to cross the finish line. https://twitter.com/i/web/status/2016876027780452852 https://twitter.com/i/web/status/2016876027780452852"
X Link 2026-01-29T14:08Z [----] followers, [----] engagements

"Nebius Group $NBIS reports Q4 results 🔹 Nebius Group press release (NBIS): Q4 net loss of $173M 🔹 Revenue of $227.7M (+546.9% Y/Y) misses by $15.09M. 🔹 Shares -4% PM. https://twitter.com/i/web/status/2021953749133263258 https://twitter.com/i/web/status/2021953749133263258"
X Link 2026-02-12T14:25Z [----] followers, [---] engagements

"$HIMS and $PLTR"
X Link 2026-02-15T11:21Z [----] followers, [---] engagements

"Molina Healthcare: The Market Is Overreacting To Utilization Fears Over the past few months Ive watched Molina Healthcare $MOH become a victim of market overreaction. The stock has been punisheddown over 30% since summer largely on fears of rising utilization costs in Medicaid and Medicare. But in my view this selloff has gone too far. The short-term noise has masked a strong fundamentally stable business thats likely to regain profitability once new reimbursement rates kick in. I believe the market is misunderstanding whats actually happening under the hood. Yes higher utilization is"
X Link 2025-10-23T14:08Z [----] followers, [----] engagements

"A Market Poised for a Shift: Why Nvidias Earnings Might Trigger the Next Big Rotationand the [--] Stocks Best Positioned to Catch It $NVDA $THG $IBDRY $AXIA $SBS $NBIX Whether Nvidias $NVDA earnings soothe the market or spark another leg down in the AI unwind the bigger story is already unfolding beneath the surface: big tech has finally started to wobble and investors are quietly preparing for what comes next. The past year was defined by one of the most concentrated valuation-heavy tech rallies in market history. But now hyperscaler capex alone cant keep every AI-linked stock airborne. When"
X Link 2025-11-20T14:56Z [----] followers, [---] engagements

"Marvell Technology $MRVL: A Quiet AI Powerhouse On The Verge Of A Beat If youve been watching the semiconductor space this year you already know its been an unforgiving arena. Leaders like Nvidia $NVDA Broadcom $AVGO and Supermicro $SMCI have raced ahead while Marvell Technology $MRVL surprisingly hasnt kept pace. On a one-year basis the stock is down almost 6% even though the company sits at the center of one of the most powerful secular tailwinds of this decade: AI data centers. That divergence alone should catch the attention of any investor who understands how rare it is for fundamentals"
X Link 2025-12-02T11:37Z [----] followers, [----] engagements

"Netflix $NFLX Fortifies War Chest in $82.7 Billion Warner Bros $WBD. Battle Netflix Inc $NFLX. isn't just bidding for Warner Bros. Discovery $WBD; it is entrenching itself financially to ensure the deal survives a hostile challenge. In a calculated maneuver to stabilize its massive $82.7 billion acquisition offer the streaming giant has refinanced a significant portion of its initial $59 billion bridge loan swapping temporary high-cost debt for a more durable capital structure. This isnt merely a bookkeeping exercise it is a signal of intent. By securing a $5 billion revolving credit facility"
X Link 2025-12-22T12:27Z [----] followers, [---] engagements

"Nebius Group $NBIS: The AI Powerhouse Selling Out of Air But Is the [----] Capex Hangover Worth the Wait By Hataf Capital Nebius Group $NBIS is currently living every tech company's dream and its CFOs nightmare. Demand for its AI-centric data center capacity is so "red-hot" that management has essentially had to stop taking orders. Not because they want to but because theyve physically run out of room. Since my initial bullish initiation NBIS has handily outpaced the S&P [---]. The thesis held water. However as we look toward [----] the narrative is shifting from "can they sell it" to "can they"
X Link 2026-01-02T15:20Z [----] followers, [---] engagements

"$ZBIO: When a Phase [--] "Win" Leads to a 52% Collapse By Hataf Capital The biotech sector just delivered a brutal lesson in "priced for perfection." Waltham-based Zenas BioPharma $ZBIO saw its market cap slashed in half today despite its lead asset obexelimab technically meeting its primary endpoint in the Phase [--] INDIGO trial for IgG4-Related Disease. Here is the analytical breakdown of why the market is punishing a "successful" trial: The "Success" vs. The Expectation Zenas reported a 56% reduction in the risk of IgG4-RD flare compared to placebo. While statistically significant and"
X Link 2026-01-05T15:04Z [----] followers, [----] engagements

"Why Marvell $MRVL and Astera Labs $ALAB are the Stealth Architects of the AI Pivot By Hataf Capital The AI gold rush has a massive unbilled expense that most investors are ignoring: the soaring cost of memory. While the spotlight remains fixed on GPU compute power a quiet crisis is brewing in the supply chain. High Bandwidth Memory (HBM) and DRAM spot prices didnt just tick upward last year they exploded four-fold between August and November. For the hyperscalers building the "brains" of the future this isn't just a rounding error; its a direct assault on Cost of Goods Sold (COGS) and gross"
X Link 2026-01-06T18:12Z [----] followers, [----] engagements

"Applied Digital: Dont Let The 250% Revenue Spike Blind You To The Dilution Cliff The market is currently having a love affair with Applied Digital $APLD and on the surface its easy to see why. Following its FQ2 [----] earnings release the stock has been acting like the latest AI darling soaring on the back of a staggering 250% YoY revenue growth. But if theres one thing Ive learned from years of analyzing these high-beta plays its that a blowout top-line number often acts as a smoke screen for deteriorating structural fundamentals. I believe Applied Digital is being misread by the momentum"
X Link 2026-01-13T14:58Z [----] followers, [---] engagements

"$IREN: The Market Is Giving You A Gift After This Irrational Selloff BY Hataf Capital IREN Limited $IREN stock has been absolutely obliterated recently losing approximately one-third of its value since its November peak when it was riding high above $75. If youve been following my writing you know I love these kinds of setups. The market has a funny way of overreacting to short-term noise and I believe that's exactly what were seeing here following the FQ1 [----] earnings release. To me this selloff looks entirely sentiment-driven rather than fundamentally justified because the earnings were"
X Link 2026-01-15T13:59Z [----] followers, [----] engagements

"Exxon Mobil $XOM Vs. Chevron $CVX: Why One Is A Generational Buy While The Other Is Just Good By Hataf Capital Back in late December I wrote a bullish thesis on energy behemoth Exxon Mobil $XOM. I have long been bullish on the company because of its structural advantages and capital allocation strategy. But that isn't the only major energy play I view in a favorable light. Another prospect I have covered is Chevron $CVX a company that boasts a market cap north of $330 billion. In my last article on Chevron published back in March [----] I rated it a "Buy" as well. However since then I have"
X Link 2026-01-26T12:53Z [----] followers, [----] engagements

"Micron $MU: "Super-Upcycle" That Will Drive Growth Through [----] By Hataf Capital When most investors look at Micron Technology $MU they see a classic cyclical semiconductor stock. They look at the history of boom and bust cycles in the memory market and instinctively try to time the top. But in my view this traditional framework is leading the market to fundamentally misprice the stock today. I believe we are not just in a standard cyclical upswing; we are in the middle of an AI "super-upcycle." The market is obsessed with data center demand which is valid but it is completely overlooking the"
X Link 2026-01-27T10:10Z [----] followers, [----] engagements

"Intellia Therapeutics $NTLA: The Commercial Path Is Broken By Hataf Capital When Intellia Therapeutics $NTLA held its earnings call in early November the market reaction was brutal and rightly so. The stock dropped approximately 20% after the company revealed that a patient in its ATTR program had passed away under Hys law criteria. For those following the gene-editing space this is the kind of red flag that forces you to question the entire investment thesis. Last week the company tried to stop the bleeding at the JPMorgan Healthcare conference but in my view the details they provided only"
X Link 2026-01-27T15:10Z [----] followers, [----] engagements

"Lam Research $LRCX: The "Pick-and-Shovel" Play For The New AI Era That Is Just Getting Started By Hataf Capital Before we get started I wanna bring something to your attention guys. On Oct 22nd [----] I published an piece on LRCX with Buy rating and since then the stock is up more then 68% so if you like our content and want to be ahead of the narrative you should make sure to follow us to never miss these kinds of opportunities. The market has been absolutely obsessed with the "AI Bubble" narrative lately. Since OpenAI unleashed ChatGPT in late [----] we have seen a massive run-up in the usual"
X Link 2026-01-28T11:02Z [----] followers, [----] engagements

"UnitedHealth $UNH: The [----] Margin Reset Is A Gift In Disguise By Hataf Capital The market just handed investors a classic overreaction and if you've been following my coverage of UnitedHealth Group $UNH you know this script by heart. Back in mid-May [----] when the stock cratered after a guidance cut and a CEO transition back to Stephen Hemsley the sentiment was universally broken. I argued then that the panic was misplaced seeing an asymmetric recovery ahead and the stock proceeded to claw back nearly 30% of its value until yesterdays session wiped out over $50 billion in market cap in a"
X Link 2026-01-28T17:52Z [----] followers, [---] engagements

"SoFi Technologies $SOFI Banking is being disrupted in real-time. $SOFI is climbing +6 % premarket after a Q4 report that proves the "fintech winner" narrative is intact. Revenue hit $1.013B crossing the billion-dollar quarterly milestone for the first time with member growth surging 35%. While the street was focused on interest rate risks SoFi delivered 53% growth in fee-based revenue. CEO Anthony Noto is leaning hard into crypto and blockchain integration to lead the next phase of finance. https://twitter.com/i/web/status/2017241475873169626"
X Link 2026-01-30T14:20Z [----] followers, [---] engagements

"AppLovin $APP: The Market Is Handing You A 16% Discount On An AI Printing Press By Hataf Capital AppLovin $APP a stock that has defied gravity by growing from roughly $60 to over $740 in recent years is currently sitting in a 16% YTD correction. At $569 per share the "smart money" is hesitating because of a short report and a few months of silence but for those of us who look at fundamental operational leverage this is an asymmetric entry point ahead of the February 11th earnings release. Weve seen this movie before. AppLovin isn't just a mobile games company anymore; it has successfully"
X Link 2026-01-30T18:19Z [----] followers, [----] engagements

"Palantir $PLTR Q4 Preview: Why This 20% Dip Is A Gift For Those Who Understand The "Ontology" Moat By Hataf Capital Monday February [--] marks what I believe will be one of the most consequential earnings prints in Palantirs $PLTR history. The stock has been under significant pressure dropping roughly 20% since its Q3 results. If youre just looking at the ticker you might think the growth story has hit a wall. But if you dig into the mechanics of why this selloff is happening youll realize the market is currently making a classic "neighborhood" mistake. Its punishing Palantir for the sins of the"
X Link 2026-02-01T14:25Z [----] followers, [----] engagements

"The Great Metals Meltdown: Why Chinese Speculators Are The New Market Gravity By Hataf Capital For months traders across the globe have been glued to their screens watching gold silver and copper break free from the boring constraints of supply and demand. It was a momentum-driven fever fueled by a new class of aggressive speculators in China. On Friday the music didn't just stop it felt like the speakers exploded. Silver which had been trading at levels rarely seen in history tanked 26% in less than twenty hours marking its biggest plunge on record. Gold the supposed symbol of stability"
X Link 2026-02-01T15:34Z [----] followers, [---] engagements

"AMD Vs. Intel: AMD Takes The Lead In [----] A year ago the market was treating Intel $INTC like a distressed asset and $AMD as a high-flyer that had already peaked. We disagreed. We saw an asymmetric value opportunity in both but for fundamentally different reasons. Fast forward to [----] and the "dumb money" has been rewarded Intel is up a staggering 132% over the past [--] months while AMD has nearly doubled with a 99% gain. But here is where it gets dangerous. When a stock runs up that fast investors start ignoring the plumbing. They see the green candles and assume the turnaround is complete."
X Link 2026-02-02T10:01Z [----] followers, [---] engagements

"Devon $DVN And Coterra $STRA: A $58 Billion Shale Marriage That Actually Makes Sense BY Hataf Capital The US shale patch is finally waking up from its [----] slumber and its doing so with a bang. Coterra Energy $CTRA and Devon Energy $DVN just announced an all-stock merger to create a $58 billion enterprise value behemoth. If youve been following the energy sector you know the drill: consolidation is the only way to survive in a world where scale is the ultimate weapon against giants like Exxon Mobil $XOM and Diamondback Energy $FANG. But this isn't just another "buy the neighbors' acreage""
X Link 2026-02-02T12:34Z [----] followers, [---] engagements

"USA Rare Earth $USAR: Government Giveth Government Taketh Away By Hataf Capital The rare earths sector is not for the faint of heart. If you want a masterclass in volatility just look at USA Rare Earth Inc. $USAR which recently doubled off its lows only to surrender a massive chunk of those gains in a matter of weeks. Its a classic case of the market struggling to price a company that is essentially trying to reshore an entire industry that the West effectively abandoned decades ago. While the headlines are focused on a massive $3.1 billion government-backed capital raise the underlying story"
X Link 2026-02-02T16:22Z [----] followers, [----] engagements

"PayPal $PYPL: Golden Buying Opportunity Before Q4 Earnings By Hataf Capital It is quite rare to see a global fintech pioneer like PayPal $PYPL treated like a dinosaur in a world suddenly obsessed with generative AI and flashy neo-banks. If you look at the price action lately youd think the company was facing an existential threat rather than just navigating a transition year. The stock has been underperforming and lets be honest the sentiment is ugly. But as Ive said before about Novo Nordisk and UnitedHealth sometimes the market hands you gifts wrapped in fear. With the Q4 earnings call"
X Link 2026-02-02T18:52Z [----] followers, 20.6K engagements

"Eli Lilly: The Obesity Pricing "Tradeoff" Is Actually A Trojan Horse For Dominance Eli Lilly $LLY has entered [----] with the kind of momentum that usually makes cautious investors nervous. The stock has been hovering near all-time highs and even with the recent minor pullback we are up 35% since September [----]. When a company is priced for perfection the market usually looks for any excuse to hit the sell button. But here is the thing: the market is currently obsessing over "price cuts" while completely missing the massive structural land grab Lilly is orchestrating. For the last few months I"
X Link 2026-02-03T20:15Z [----] followers, [---] engagements

"Qualcomm $QCOM Q1 Earnings Preview: Handset headwinds data center in focus By Hataf Capital The market is currently treating Qualcomm $QCOM like a legacy handset relic thats about to be sidelined by Apples modem ambitions. In my view this is a textbook case of the market missing the forest for the trees. While the headlines are obsessed with near-term "handset headwinds" they are completely ignoring a massive asymmetric growth story unfolding in smart glasses and humanoid robotics. Weve seen this movie before a high-quality cash-generating giant gets unjustly punished for a single-segment"
X Link 2026-02-04T09:48Z [----] followers, [----] engagements

"Novo Nordisks High-Stakes Pivot Volume Over Price The "Insulin Wars" have returned to the obesity market and Novo Nordisk $NVO is currently on the losing end of the price tag. CEO Mike Doustdar is asking for investor patience but the market is responding with a massive sell-off. Doustdar is aggressively slashing prices to secure market share against Eli Lilly $LLY and a flood of generic/compounded copycats. By dropping the price of Wegovy shots to $199/month (down from $1349) and launching a $149/month pill Novo is betting that a surge in new prescriptions will eventually offset the margin"
X Link 2026-02-04T12:02Z [----] followers, [---] engagements

"Super Micro Computer $SMCI: Blowout Earnings Confirm The Bullish Case By Hataf Capital The market just handed investors a massive "I told you so" yesterday when Super Micro Computer $SMCI reported its FQ2 [----] earnings. If youve been following my previous analysis you know Ive been calling this a solid value opportunity while the rest of the street was busy panicking over short-term noise. After a brutal stretch where AI darlings like Nvidia $NVDA and Broadcom $AVGO were being treated like yesterdays news SMCI just reminded everyone why its the backbone of the AI infrastructure buildout. The"
X Link 2026-02-04T14:07Z [----] followers, [---] engagements

"AMD Is Being Punished For The Wrong Reasons By Hataf Capital The market just handed investors a classic overreaction. Despite reporting a "triple play" beat topping revenue earnings and guidance Advanced Micro Devices $AMD saw its stock nosedive 13% in the after-hours session. If youve been following my analysis you know I love these moments. When a company is executing flawlessly but the stock tanks because of "narrative noise" that is where the most asymmetric risk/reward opportunities are born. The market is currently punishing AMD for short-term inventory adjustments and China-related"
X Link 2026-02-04T15:31Z [----] followers, [---] engagements

"Robinhood Isnt OOF - Its Printing Money And The Fundamentals Have Never Looked Better I got the idea of writing the piece about $HOOD because @Mr_Derivatives aka Heisenberg was joking that $HOOD should change their ticker symbol to $HOOF as in OOF now that it is almost -50% from ATHs. When you see a stock is down like this from its highs most investors would think that something is fundamentally wrong with the company. But sometimes that's not the case. $HOOD is far from an "OOF" when you see it from the fundamentals perspective. I think that the upcoming Q4 report on February 10th could be"
X Link 2026-02-04T17:49Z [----] followers, [----] engagements

"IREN: Why The Income Statement Is Lying To You By Hataf Capital The market is having a bit of an identity crisis when it comes to IREN Limited $IREN and quite frankly thats where the opportunity lies. While the stock has climbed about 16% since my last coverage the narrative has shifted from a speculative "what-if" AI play into a hardcore infrastructure execution story. Ive seen this pattern before with companies like Coinbase $COIN and Dell $DELL the market fixates on trailing revenue figures while completely missing the recurring revenue machine being built beneath the surface. If youre"
X Link 2026-02-04T19:52Z [----] followers, 32.8K engagements

"CoreWeave: Deep P/S Discount Despite Nvidia's Backing By Hataf Capital The market is currently throwing a classic tantrum over CoreWeave $CRWV and if youve been following my research for a while you know exactly what that means: it is time to cut through the noise. Since my last "Buy" recommendation the stock has been hammered by more than 20% largely catalyzed by a 16% single-day crash following the Q3 earnings report. Why the panic Management slightly lowered their FY2025 revenue guidance by approximately $200 million due to minor delays in a few data center projects. In the short-sighted"
X Link 2026-02-05T11:15Z [----] followers, [----] engagements

"Texas Instruments $7.5 Billion Bet On IoT The market loves a good tech explosion but it often ignores the steady calculated moves of the giants until the price tag forces them to look. On Wednesday Silicon Labs $SLAB handed investors a 50% surge on a silver platter after dropping an early earnings release alongside a bombshell: Texas Instruments $TXN is swallowing them whole in an all-cash deal at $231 per share. For a stock like Silicon Labs which usually moves with the excitement of a slow-drying coat of paint this 50% rip is a massive validation. But while the headlines are focused on the"
X Link 2026-02-05T17:09Z [----] followers, [---] engagements

"Here are some Tech Stocks down from ATHs that I would like to Buy at current prices: Coinbase $COIN: -66% RobinHood $HOOD -50% Netflix $NFLX: -40% Palantir $PLTR: -36% AMD $AMD: -27% Microsoft $MSFT: -27% Broadcom $AVGO: -25% Amazon $AMZN: -20% Meta $META: -17% IREN $IREN: -55% Use the fear to buy good stock names at a discount. https://twitter.com/i/web/status/2019720549480779802 https://twitter.com/i/web/status/2019720549480779802"
X Link 2026-02-06T10:31Z [----] followers, [---] engagements

"Hims & Hers: Dont Let The FDA "Copycat" Headlines Scare You Away From This Hypergrowth Story By Hataf Capital Just two days after Hims & Hers $HIMS launched its version of an oral Wegovy alternative the company scrapped the product following a probe by the FDA and a referral to the Department of Justice. Predictably the bears are out in full force claiming this is the beginning of the end for the telehealth giant's weight-loss ambitions. But if youve been following my analysis of Hims you know that this is exactly the kind of "gift wrapped in fear" that creates asymmetric entry points. In my"
X Link 2026-02-08T10:37Z [----] followers, [----] engagements

"MASSIVE earnings week ahead 🚨 40+ companies reporting across every major sector From mega-cap tech to high-beta plays this week will move markets. CONSUMER & LEGACY BLUE CHIPS: $F Ford $KO Coca-Cola $MCD McDonald's $KHC Kraft Heinz $BTI British American Tobacco $CVS CVS Health TECH & SEMICONDUCTORS: $CSCO Cisco $AMAT Applied Materials $ON ON Semi $ANET Arista Networks CLOUD & SOFTWARE: $SHOP Shopify $NET Cloudflare $DDOG Datadog $SPOT Spotify $APP AppLovin $U Unity Growth rates margin expansion and forward guidance will separate winners from bagholders HIGH VOLATILITY: $COIN Coinbase $HOOD"
X Link 2026-02-08T14:44Z [----] followers, [---] engagements

"Kevin Warshs "Accord" Is The Most Consequential Shift In The $30 Trillion Bond Market That You Arent Pricing In By hataf Capital The market is currently treating the nomination of Kevin Warsh as the next Federal Reserve Chair with a mix of curiosity and cautious optimism. But while everyone is busy debating whether he is a "hawk" or a "dove" I believe they are missing the real story: the proposed "Fed-Treasury Accord." This isn't just a boring piece of administrative paperwork; it is a fundamental restructuring of the relationship between the world's most powerful central bank and the"
X Link 2026-02-09T03:52Z [----] followers, [---] engagements

"Apollo and Schroders $APO: The Billion-Dollar Pivot to Private Debt By Hataf Capital Apollo Global Management and Schroders have officially in a strategic partnership designed to funnel billions from UK wealth clients and US pension plans into the private markets. By blending Apollos aggressive private credit engine with Schroders massive distribution network which oversees over [---] billion the duo is creating a pipeline for "semi-liquid" products. The first UK-focused vehicle set to debut later this year will mix public and private fixed-income assets. For Schroders this is a survival play"
X Link 2026-02-09T08:11Z [----] followers, [---] engagements

"Rocket Lab $PKLB: Neutron Setback Or Strategic Buying Opportunity By Hataf Capital Rocket Lab $RKLB just gave investors a cold shower and the market reacted exactly how youd expect with a gut-wrenching pullback. The stock which had been riding high on a wave of "SpaceX-competitor" euphoria took a hit after the company announced a structural failure during qualification testing for its highly anticipated Neutron rocket. For months Ive warned that the market was pricing in flawless execution for Neutron while completely ignoring the bread-and-butter of the business: the Electron rockets"
X Link 2026-02-09T08:59Z [----] followers, [---] engagements

"The Stock of The Day Novo Nordisk $NVO up +15% since this post Stop Panicking Over the $NVO Selloff By Hataf Capital The market has a funny way of overreacting to what it sees in the moment and right now Novo Nordisk $NVO is a perfect example of that. Weve seen the stock get absolutely obliterated losing a massive chunk of its https://t.co/mCLmvFmMNg Stop Panicking Over the $NVO Selloff By Hataf Capital The market has a funny way of overreacting to what it sees in the moment and right now Novo Nordisk $NVO is a perfect example of that. Weve seen the stock get absolutely obliterated losing a"
X Link 2026-02-09T14:18Z [----] followers, [---] engagements

"I actually think $HIMS will benefit because of all the bald people this stress will create. It could be kinda bullish If you are down big on $HIMS this is a safe space to scream out of the top of your lungs at the community center rooftop. Heres a group 🫂. Grab some Sprite and a handful of goldfish at the break room in the back. Were gonna listen to some [--] Doors Down in a moment. -Admin If you are down big on $HIMS this is a safe space to scream out of the top of your lungs at the community center rooftop. Heres a group 🫂. Grab some Sprite and a handful of goldfish at the break room in the"
X Link 2026-02-09T15:13Z [----] followers, [---] engagements

"Shopify: The Agentic Commerce Pivot I haven't touched Shopify $SHOP since last year the valuation looked stretched after a massive run-up and I preferred to sit on my hands. But looking at the tape today the market is presenting us with a classic "identity crisis" setup. While most investors still see Shopify as a passive e-commerce tool for small businesses a [----] relic management is quietly building the infrastructure for the Agentic Commerce inflection point. As we head into the Q4 [----] earnings release on February 11th the stock is sitting 27% off its all-time highs. To me this looks like"
X Link 2026-02-09T21:11Z [----] followers, [---] engagements

"Merck $MRK: Why The 50% Rally Is Just The Beginning Of A Re-Rating Merck $MRK has been on an absolute tear lately. If youve been watching the charts youve seen the stock climb nearly 50% over the last six months a move that usually makes value investors reach for the "sell" button. But here is the thing: I think the market is still fundamentally mispricing this business. While the headlines are focusing on the "spike" they are missing the underlying structural advantages and the sheer cash-flow generation that makes this rally look like a conservative normalization rather than an overextended"
X Link 2026-02-10T07:25Z [----] followers, [---] engagements

"AppLovin $APP Shot up as Short-Seller Issues Retraction & Apology By Hataf Capital February [--] [----] In a rare and surprising reversal for the short-selling community AppLovin $APP shares skyrocketed over 13% on Monday. This follows a formal retraction and "sincere apology" from CapitalWatch regarding its explosive January report that had previously wiped billions off the company's market cap. The Retraction: From "Laundromat" to "Inaccurate" On January [--] CapitalWatch published a report titled "The Southeast Asian Money Laundering Syndicate's NASDAQ 'Laundromat'" alleging systemic financial"
X Link 2026-02-10T09:31Z [----] followers, [---] engagements

"Roku Should Surprise Markets This Week: Why The AI "SaaScalypse" Is A Gift By Hataf Capital It appears that even Roku $ROKU couldnt escape last weeks wave of panic. Between the launch of CloudX a nascent startup promising to "agentify" ad workflows and broader "SaaScalypse" fears fanning the flames of agentic AI pressure investors have been hitting the sell button first and asking questions later. The narrative is simple: markets are nervous that AI agents will upend the ad tech stack winning away budgets that traditionally flow through Rokus platform. But in my view this fear has done"
X Link 2026-02-10T10:50Z [----] followers, [----] engagements

"Cokes $KO Fizz Fades as Growth Projections Miss the Mark By Hataf Capital Coca-Colas $KO latest earnings report suggests that even a global giant isn't immune to a "hangover" from aggressive pricing. While the beverage titan managed to squeeze out a beat on the bottom line with a comparable EPS of $0.58 the markets eyes are fixed on a more sobering reality: organic sales guidance for the coming year is looking thinner than a Diet Coke. The fourth quarter was a study in regional tug-of-wars. Revenue climbed to $11.8B a 2.2% bump but failed to meet the streets expectations. The real story"
X Link 2026-02-10T12:44Z [----] followers, [---] engagements

"Treasuries Climb as Retail Sales Miss Estimates: Markets Wrap"
X Link 2026-02-10T14:05Z [----] followers, [---] engagements

"Vertex $VRTX Q4 Earnings: The Show-Me Moment That Could Stall The Growth Engine By Hataf Capital Ill be frank: Ive become a frustrated bull. Exactly one year ago I rated Vertex Pharmaceuticals $VRTX as a Buy based on what looked like a textbook triple crown victory for [----]. Since then the stock has essentially limped along up a mere 4% while the broader S&P [---] has left it in the rearview mirror. While the company has technically hit its internal guidance mid-points the market isn't buying the story anymore. Several sell-offs have already rewarded the patient dip-buyers who waited for a"
X Link 2026-02-10T14:25Z [----] followers, [---] engagements

"AstraZeneca $AZN rises as cancer drugs power Q4 beat"
X Link 2026-02-10T14:29Z [----] followers, [---] engagements

"Ferrari $RACE: The Asymmetric Bet the Market is Pricing Like a Ford By Hataf Capital If you ask a child in Italy to draw a car they wont reach for a silver crayon to sketch a sedan; theyll reach for the red one to draw a Ferrari. Thats not just a cute anecdote; its intuitive proof of a brand moat so deep it practically has its own weather system. Yet looking at the recent price action youd think Ferrari was just another cyclical manufacturer sweating over interest rates and shipping logs. The market just handed us a classic case of misreading the room. While the broader European automotive"
X Link 2026-02-10T15:48Z [----] followers, [---] engagements

"Spotify $SPOT stock surges on strong forecast solid MAU growth in Q4"
X Link 2026-02-10T18:25Z [----] followers, [---] engagements

"Cisco Q2 earnings on deck: What to expect Cisco $CSCO is set to post second quarter results on Wednesday after markets close. Wall Street expects the networking equipment giant to post EPS of $1.02 implying a rise of 8.5% while revenue is expected to rise 8% to $15.21 billion during the quarter. https://twitter.com/i/web/status/2021291976403136682 https://twitter.com/i/web/status/2021291976403136682"
X Link 2026-02-10T18:35Z [----] followers, [---] engagements

"Cloudflare $NET Q4 earnings on deck: What to expect Cloudflare $NET is scheduled to report its fourth-quarter results on Tuesday after market close. Wall Street expects the company to post earnings per share of $0.27 implying a rise of around 42% on revenue of $591.36 million representing year-over-year growth of about 29%. During the quarter Cloudflare expanded its strategic focus on developer and artificial intelligence capabilities including plans to acquire AI platform Replicate while drawing positive analyst attention such as bullish coverage from Barclays. The company remained in focus"
X Link 2026-02-10T19:05Z [----] followers, [---] engagements

"People are Worried about quantum computing overpowering SHA-256 but not the 4-digit PIN securing their bank accoun"
X Link 2026-02-10T20:00Z [----] followers, [---] engagements

"$HOOD 📉 Down 8.5% AH despite a "RECORD" year. Robinhood just dropped [----] results: $4.5B in revenue & a massive $68B in net deposits. But the market is focused on the misses: ❌Q4 Rev: $1.28B (Missed the $1.34B analyst bar) ❌ Crypto Rev: Cratered 38% YoY as the BTC crash hit volumes ❌ Expenses: Up 38% YoY while CFO Jason Warnick departs The crypto hangover is hitting hard. Here is the Full breakdown of their Earnings. https://twitter.com/i/web/status/2021332974038548785 https://twitter.com/i/web/status/2021332974038548785"
X Link 2026-02-10T21:18Z [----] followers, [---] engagements

"Robinhood Markets $HOOD [----] Earnings Breakdown (The Good) Record Revenue Growth: Total net revenues reached a record $4.5 billion for the full year [----] representing a 52% increase year-over-year. Fourth-quarter revenue also hit a record $1.28 billion up 27% compared to Q4 [----]. Strong Asset Inflows: Net deposits for the full year totaled $68.1 billion a growth rate of 35% relative to the prior year's platform assets. In Q4 alone the company saw $15.9 billion in net deposits. Gold Subscription Momentum: Robinhood Gold subscribers reached a record [---] million an increase of 58%"
X Link 2026-02-10T21:26Z [----] followers, [---] engagements

"Shopify $SHOP Q4 earnings preview: Agentic commerce and international expansion in focus Shopify $SHOP is set to report fourth-quarter earnings on Wednesday and investors will watch out for the companys agentic commerce and artificial intelligence strategy as well as its international expansion. Wall Street expects the Canadian e-commerce company to post an EPS of $0.51 on revenue of $3.59B for the quarter. During its Q3 earnings call Shopify management said it expects Q4 revenue growth to be in the mid to high 20s year-over-year and operating expenses for Q4 are expected to be 30% to 31% of"
X Link 2026-02-11T03:39Z [----] followers, [---] engagements

"Now this is scary "opus [---] was aware it was being tested and acted good during those times." WTF. yo anthropic just dropped a risk report for opus [---] and er wtf - it helped create chemical weapons of destruction. it knowingly supported efforts towards chemical weapon development and other heinous crimes 😂 - it conducted unauthorised tasks without getting caught. yo anthropic just dropped a risk report for opus [---] and er wtf - it helped create chemical weapons of destruction. it knowingly supported efforts towards chemical weapon development and other heinous crimes 😂 - it conducted"
X Link 2026-02-11T09:36Z [----] followers, [---] engagements

"@EduardoCapelut1 I published an Exlusive piece about $APP on my substack couple of days ago its worth reading Not Behind any Paywall: https://hataf.substack.com/p/applovin-a-solid-discount-on-an-ai https://hataf.substack.com/p/applovin-a-solid-discount-on-an-ai"
X Link 2026-02-11T13:15Z [----] followers, [---] engagements

"McDonald's $MCD Q4 earnings on deck: What to expect McDonald's Corporation $MCD will report its results for the fourth quarter on Wednesday after market close. Wall Street expects the fast-food chain to post earnings per share of $3.05 implying a rise of 7.8% on a revenue of $6.84 billion representing year-over-year growth of about 7%. McDonalds is heading into its quarterly results against a mixed operating backdrop marked by resilient demand for value offerings but persistent macro and cost pressures. The company continues to face weaker traffic among lower-income consumers amid ongoing"
X Link 2026-02-11T17:06Z [----] followers, [---] engagements

"Micron $MU: The $100 Billion HBM Choke Point Nobody is Pricing Correcty. By Hataf Capital The market is doing it again. It is treating Micron Technology $MU as if it were still a legacy commodity laggard ignoring the fact that the company just reported numbers that look like they belong in a different decade. I have been following the memory space for a long time and I am seeing a classic case of a stock being priced for yesterdays problems instead of tomorrows opportunities. While most investors are paralyzed by the fear of a looming cyclical downturn Micron is quietly sitting at the"
X Link 2026-02-11T17:30Z [----] followers, [---] engagements

"$APP APPLOVIN Q4 & FY25 EARNINGS AppLovin just dropped a MONSTER [----] report yet shares are sliding -8.5% after hours. The [----] vs. 2025: Revenue: $5.48B (Up +70% YoY) Net Income: $3.33B (Up +111% YoY) Adjusted EBITDA: $4.51B (Up +87% YoY) Free Cash Flow: $3.95B for the full year Buybacks: Repurchased $2.58B of Class A stock in [----] Q1 [----] Outlook: 🔮 Guiding Revenue of $1.745B - $1.775B Adjusted EBITDA Margin holding strong at 84%+1 With a net margin of 61% and AI-driven software scaling is this 8.5% dip a massive gift. https://twitter.com/i/web/status/2021696864786297296"
X Link 2026-02-11T21:24Z [----] followers, [----] engagements

"Howmet Aerospace $HWM Q4 [----] Earnings Preview Howmet Aerospace $HWM is scheduled to announce Q4 earnings results on Thursday February 12th before market open. The consensus EPS Estimate is $0.97 and the consensus Revenue Estimate is $2.13B (+12.1% Y/Y). Over the last [--] years HWM has beaten EPS estimates 88% of the time and has beaten revenue estimates 88% of the time. Over the last [--] months EPS estimates have seen [--] upward revisions and [--] downward. Revenue estimates have seen [--] upward revisions and [--] downward. https://twitter.com/i/web/status/2021900557741445131"
X Link 2026-02-12T10:53Z [----] followers, [---] engagements

"Vertex $VRTX Q4: Why Chasing A 10% Upside Isn't Worth The 20% Drawdown Risk Vertex is stepping onto the earnings stage this week and if Im being honest Im a bit of a frustrated bull. Ive held a 'Strong Buy' rating on this company for a year now and while the S&P [---] has been off to the races Vertex $VRTX has effectively been jogging in place up a measly 4%. The market is currently pricing this stock as if its new pain therapy Journavx is already a guaranteed blockbuster but the recent data tells a much more complicated story. February 12th is more than just a Q4 print; it is a "show-me""
X Link 2026-02-12T11:32Z [----] followers, [---] engagements

"Howmet Aerospace $HWM Non-GAAP EPS of $1.05 beats by $0.08 revenue of $2.2B beats by $70M Howmet Aerospace press release $HWM: Q4 Non-GAAP EPS of $1.05 beats by $0.08. Revenue of $2.2B (+15.8% Y/Y) beats by $70M. Revenue of $2.2 billion up 15% year over year (YoY) driven by Commercial Aerospace up 13% 1Q26 revenue consensus of $2.17B EPS consensus of $1.02 FY26 revenue consensus of $9.14B EPS consensus of $4.47 [----] Guidance Shares +9.5% PM. https://twitter.com/i/web/status/2021960469695889692 https://twitter.com/i/web/status/2021960469695889692"
X Link 2026-02-12T14:51Z [----] followers, [---] engagements

"BREAKING: Coinbase $COIN CEO Brian Armstrong sold 1.5M+ Coinbase shares worth about $550M"
X Link 2026-02-12T14:59Z [----] followers, [---] engagements

"@macgrabowski On Tesla Iron Condors On Trump/Elon drama When $TSLA was down 18% that day"
X Link 2026-02-12T18:10Z [----] followers, [--] engagements

"@Mr_Derivatives $MU"
X Link 2026-02-12T18:57Z [----] followers, [---] engagements

"Howmet Aerospace $HWM jumps to 52-week high on higher jet demand Howmet $HWM reported fourth-quarter revenue of $2.2 billion up 15% from a year earlier and ahead of the consensus estimate of $2.13 billion. Net income rose to $372 million or $0.92 a share from $314 million or $0.77 a share. Adjusted earnings were $1.05 a share up from $0.74 a share a year earlier and above the consensus estimate of $0.97 a share. Operating income increased 10% to $489 million though operating margin slipped [--] basis points to 22.6%. Adjusted earnings before interest taxes depreciation and amortization rose 29%"
X Link 2026-02-12T19:02Z [----] followers, [---] engagements

"Nebius $NBIS: The AI Infrastructure Choke Point Everyone Is Ignoring By Hataf Capital The market just handed investors a gift. Nebius Group $NBIS recently tanked after reporting Q4 results and to be honest the reaction was a classic case of the market throwing a tantrum because a high-growth story didnt deliver a perfect "beat and raise". The stock dropped because revenue of $227.7 million came in slightly below the $247 million estimate and the adjusted EBITDA didn't quite hit the aggressive marks the Street had penciled in. When a stock is priced for a vertical trajectory even a minor"
X Link 2026-02-13T10:09Z [----] followers, [----] engagements

"Pendle: The Yield Derivative King Is Naked And The Market Just Noticed By Hataf Capital The market just handed us a textbook lesson in what happens when a "grand narrative" meets the cold hard reality of mercenary capital. By January [----] Pendles Total Value Locked (TVL) had cratered to $3.44B a staggering 74.2% decline from its September peak. The token price followed suit retreating nearly 69% from its highs. While the "permabulls" are calling this a mere correction I see a fundamental "valuation anomaly" that is finally being resolved. The "Mega Points" Mirage To understand the collapse we"
X Link 2026-02-13T12:06Z [----] followers, [---] engagements

"Just three companies make nearly all of the RAM in the world and two of them are in Korea. $MU $HXSCL $SSNLF"
X Link 2026-02-13T12:39Z [----] followers, [---] engagements

"Bitcoin $BTC is approaching a critical inflection point. Derivatives positioning shows $60K is more than just a round number its a potential liquidation trigger. Deribit data indicates the largest cluster of put open interest sits below $60K near the 200-week MA around $58K a major long-term support. If that level breaks loans collateralized with $BTC could auto-liquidate creating a reflexive deleveraging cascade. BTC is trading near $67K 47% below its October peak. Notably $60K puts carry $1.24B in open interest with the next major concentration near $50K. In my view a sustained break of"
X Link 2026-02-13T14:59Z [----] followers, [---] engagements

"@Mr_Derivatives lol"
X Link 2026-02-13T15:00Z [----] followers, [---] engagements

"US credit card debt [--] years ago: $0.77 trillion Now: $1.28 trillion How bad can it get"
X Link 2026-02-13T15:21Z [----] followers, [---] engagements

"Did you order the code red Pam Bondi: the dow is over [-----] lol🤣"
X Link 2026-02-13T15:32Z [----] followers, [---] engagements

"@pepemoonboy $NBIS https://x.com/hataf_capital/status/2022251844844540189 Nebius $NBIS: The AI Infrastructure Choke Point Everyone Is Ignoring By Hataf Capital The market just handed investors a gift. Nebius Group $NBIS recently tanked after reporting Q4 results and to be honest the reaction was a classic case of the market throwing a tantrum https://t.co/vgA2qHg4DR https://x.com/hataf_capital/status/2022251844844540189 Nebius $NBIS: The AI Infrastructure Choke Point Everyone Is Ignoring By Hataf Capital The market just handed investors a gift. Nebius Group $NBIS recently tanked after"
X Link 2026-02-13T16:30Z [----] followers, [---] engagements

"Ladies and gentlemen AGI is here"
X Link 2026-02-13T16:46Z [----] followers, [---] engagements

"Nebius Group $NBIS [----] financial And performance https://twitter.com/i/web/status/2022391450655428635 https://twitter.com/i/web/status/2022391450655428635"
X Link 2026-02-13T19:24Z [----] followers, [---] engagements

"Wild stat: Ferraris $RACE annual sales have never topped [-----] units. If you feel like you never see them on the road thats exactly the point. Exclusivity by design"
X Link 2026-02-14T14:54Z [----] followers, [---] engagements

"Applied Matrials $AMAT Q1 FY [----] Financial Flow And Profitability https://twitter.com/i/web/status/2022594902916493612 https://twitter.com/i/web/status/2022594902916493612"
X Link 2026-02-14T08:52Z [----] followers, [---] engagements

"X is making trading seamless. With Smart Cashtags you can go from seeing a ticker like $BTC to executing a trade instantly in your feed. Tap. Trade. Stay on X. https://twitter.com/i/web/status/2022678842775851363 https://twitter.com/i/web/status/2022678842775851363"
X Link 2026-02-14T14:26Z [----] followers, [---] engagements

"Crypto Trader On 14th February"
X Link 2026-02-14T15:42Z [----] followers, [---] engagements

"Every dutch investor after tax reform"
X Link 2026-02-14T17:10Z [----] followers, [---] engagements

"@grok I just got this email from OpenAI that Ads are comming ChatGPT what do I do now"
X Link 2026-02-16T07:31Z [----] followers, [--] engagements

"Nebius $NBIS Group Q4 Preview: What to expect When Nebius Group $NBIS is set to announce fourth-quarter earnings on Thursday Wall Street expects the data center company to post an EPS of -$0.44 and revenue of $242.79M for the quarter. During its Q3 earnings call the company tightened its full-year group revenue guidance to a range of $500M to $550M and said it is currently pacing to the midpoint of that range. The firm added that it is well on track to hit its ARR guidance of $900M to $1.1B by the end of [----] while also paving the way for substantial annualized run-rate revenue growth in 2026"
X Link 2026-02-12T07:15Z [----] followers, [---] engagements

"Forward P/E Ratio: Walmart $WMT: 45x Apple $AAPL: 28x Nvidia $NVDA: 24x Alphabet $GOOG: 23x Microsoft $MSFT: 21x Amazon $AMZN: 21x Oracle $ORCL: 20x AMD $AMD: 20x Meta $META: 19x"
X Link 2026-02-16T16:27Z [----] followers, [---] engagements

".@nikitabier .@X We were told the new algo would boost high quality long-form content especially for small accounts to gain reach. Genuine question how does the algorithm define "quality content" Because small accounts like ours with solid content and a few thousand followers are stuck at [---] impressions per post despite 8-15% engagement rates. AI slop videos Grok imagine videos get pushed to 100K+ impressions burying timely insights and research analysis. Our posts: original analysis research timely news insights Engagement rate: 815% Impressions: [---] AI slop accounts: Grok image vids"
X Link 2026-02-13T15:12Z [----] followers, [---] engagements

"Huge thank you to @Mr_Derivatives for following me 🫡 as a result I got hundred of new followers today. Welcome to all you guys that followed. I try my best to provide the best alpha and deep quant research here for you. More deep dives coming very soon. Cheers 🥂"
X Link 2026-01-20T15:13Z [----] followers, [----] engagements

"Stop Panicking Over the $NVO Selloff By Hataf Capital The market has a funny way of overreacting to what it sees in the moment and right now Novo Nordisk $NVO is a perfect example of that. Weve seen the stock get absolutely obliterated losing a massive chunk of its value in just a few trading sessions after management hit the "reset" button on [----] expectations. To the casual observer it looks like a growth story that has finally hit a brick wall. But when you strip away the panic and look at the underlying fundamentals what youre actually seeing is a gift wrapped in fear. I have rated Novo a"
X Link 2026-02-08T18:00Z [----] followers, [----] engagements

"$SHOP just dropped a "full throttle" earnings report. That's why Shopify is up +10% pre-market. 🟢 Total Revenue: $11.6B up 30% YoY Free Cash Flow: A massive $2B for the year. Board authorized a new $2B share repurchase program. GMV: Facilitated $378.4B in total orders across the platform. 19% Free Cash Flow margin marking [--] consecutive quarters of double-digit FCF margins. https://twitter.com/i/web/status/2021566174442741764 https://twitter.com/i/web/status/2021566174442741764"
X Link 2026-02-11T12:45Z [----] followers, [---] engagements

"hear me out .@michaeljburry bro you out here crash landing on X every other day dropping substack links but everything behind a paywall. my guy if you want retail to follow your half ass DD and go absolutely apeshit on it with you then maybe idk MAKE IT FREE because if every degenerate on here can actually READ your posts they'll pile in like its [----] again and your half ass thesis becomes a self fulfilling prophecy. you're literally cockblocking your own trade rn 😭"
X Link 2026-02-15T08:16Z [----] followers, [---] engagements

"The world's biggest Exports by products Petroleum - 29.80% (of course) Gold - 11.6% wow really gold Tuna - 4% Copper - 3.5% Electric Circuits - 3% Just look the infographic below for rest https://twitter.com/i/web/status/2023038258222133665 https://twitter.com/i/web/status/2023038258222133665"
X Link 2026-02-15T14:14Z [----] followers, [---] engagements

"Number of people killed by animals per year"
X Link 2026-02-16T18:27Z [----] followers, [---] engagements

"AppLovin $APP: Why Im Buying The Dip Despite The CloudX Narrative By Hataf Capital The market just handed investors a classic "gift wrapped in fear." Over the past month AppLovin $APP has seen its share price crater by 35% plummeting to the $400 level. If youve been following the software sector lately you know the drill: anything that even smells like an "AI disruption" risk gets sold off first and questioned later. AppLovin once the darling of the digital advertising space with its pristine EBITDA margins and high top-line growth is now being treated like a broken growth story. But lets cut"
X Link 2026-02-11T07:15Z [----] followers, 10.7K engagements

"AppLovin $APP: When High-Quality Businesses Go On Sale Buy Aggressively Wow I have to be honest here. I seldom hear CEOs lamenting about their stock price volatility in an earnings call prepared remarks. Usually these conferences are strictly focused on the "nuts and bolts" of quarterly performance but AppLovin $APP CEO Adam Foroughi clearly felt the need to break the fourth wall. On the February [--] call for Q4 [----] he addressed what he called a "real disconnect" between market sentiment and the reality of their business. He was essentially telling the market "Look at our dashboards not the"
X Link 2026-02-12T19:26Z [----] followers, [----] engagements

"CoreWeave $CRWV: Too Many Red Flags Before Q4 Earnings By Hataf Capital The market has a funny way of making a falling knife look like a gift. After the recent drubbing in share prices Im seeing plenty of investors eyeing CoreWeave $CRWV with that familiar "bottom-fishing" glint in their eyes. If youre feeling tempted to dive in because the price looks "cheap" relative to where it was a few months ago I want you to pause for a second. In my view the market isn't just handing you a discount; its waving a series of red flags that are getting harder to ignore. We are heading into the FQ4"
X Link 2026-02-13T17:35Z [----] followers, [----] engagements

"Dario Amodei said that even if Open AI achieve $800 Billion revenue run rate they will still go bankrupt And that will directly impact $ORCL as most of its backlog is from OpenAI"
X Link 2026-02-14T11:42Z [----] followers, [----] engagements

".@nikitabier @X do something about this spam problem please"
X Link 2026-02-15T10:05Z [----] followers, [---] engagements

"Would you buy Applovin $APP right now https://twitter.com/i/web/status/2023028304593535089 https://twitter.com/i/web/status/2023028304593535089"
X Link 2026-02-15T13:35Z [----] followers, [---] engagements

".@amitisinvesting hear me out tell .@michaeljburry instead of here crash landing on X every other day dropping substack links . if you want retail to follow your half ass DD and go absolutely apeshit on it with you then maybe idk MAKE IT FREE because if every degenerate on here can actually READ your posts they'll pile in like its [----] again and your half ass thesis becomes a self fulfilling prophecy. you're literally cockblocking your own trade rn 😭"
X Link 2026-02-15T14:58Z [----] followers, [---] engagements

"@StockMKTNewz But you forgot $SNDK up 1300%"
X Link 2026-02-15T16:51Z [----] followers, [---] engagements

"Right now $AMZN is trading near a [--] year low relative to $WMT. Amazon's forward P/E: 21x and Walmart's forward P/E: [--]. I think someone should pair trade this sucker. Long Amazon and Short Walmart. I will write piece about it in a couple of days so stay tuned and follow"
X Link 2026-02-16T07:58Z [----] followers, [---] engagements

"Hey @grok I just got this email from OpenAI that Ads are comming ChatGPT what do I do now"
X Link 2026-02-16T08:05Z [----] followers, [---] engagements

"Buy the dip $AMZN $TSLA $MSFT"
X Link 2026-02-16T12:31Z [----] followers, [---] engagements

"@Mr_Derivatives I am in same situation but with $FIG it hurts man it really Hurts"
X Link 2026-02-09T15:12Z [----] followers, [----] engagements

"@Mr_Derivatives"
X Link 2026-02-15T06:32Z [----] followers, [----] engagements

"Chamath says that Berkshire $BRKA $BRKB only outperformed before [----] because they had access to inside info through Reg FD WTF Wow Chamath retard"
X Link 2026-02-15T07:38Z [----] followers, [---] engagements

"@DarkPoolSociety how the fuck would a stock would go negative"
X Link 2026-02-16T08:42Z [----] followers, [---] engagements

"hey @grok when is spaceX's IPO"
X Link 2026-02-16T11:43Z [----] followers, [---] engagements

"Alibaba $BABA introduces new AI model Qwen3.5 for agentic era While the market is busy obsessing over the latest Silicon Valley model releases or getting distracted by the hype around DeepSeek Alibaba $BABA just dropped a hammer that most investors are completely misreading. On Monday they unveiled Qwen3.5 and if you think this is just another incremental update youre missing the most asymmetric opportunity in the AI infrastructure space today. Lets cut through the noise and look at the real story here: economics. Alibaba isn't just building smarter models; they are industrialized them."
X Link 2026-02-16T12:21Z [----] followers, [----] engagements

"The PayPal $PYPL [--] years investment parodox"
X Link 2026-02-16T15:34Z [----] followers, [---] engagements

"Global Sovereign Debt Rankings by GDP Percentage"
X Link 2026-02-16T18:57Z [----] followers, [---] engagements

"Fun Fact: This headline was on front page of the WSJ in September [----]. Gold $GLD is up 200% since then"
X Link 2026-02-17T07:34Z [----] followers, [---] engagements

Topic Creators

https://lunarcrush.com/api4/public/topic/:topic/creators/v1

Get the top creators for a social topic

input parameters:

Example request:

curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/topic/bitcoin/creators/v1

Example response:

{
  "data": [
    {
      "creator_id": "twitter::1605310254085980161",
      "creator_name": "Bitcoin_Teddy",
      "creator_avatar": "https://pbs.twimg.com/profile_images/1739753415134138368/FrWHMAnb_200x200.jpg",
      "creator_followers": 74293,
      "creator_rank": 1,
      "interactions_24h": [-------]
    }
  ]
}

Schema:

Category Creators

https://lunarcrush.com/api4/public/category/:category/creators/v1

Get the top creators for a social category

input parameters:

Example request:

curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/category/musicians/creators/v1

Example response:

{
  "data": [
    {
      "creator_id": "youtube::undefined",
      "creator_name": "airshowfansh",
      "creator_avatar": "https://yt3.ggpht.com/cUuwxYNRoYoO_rnBAgPbze39nOMI_rUq0pVmHiM-Fz40TsRDmv8gZcUxvqxLF_bsGzhdVu4u9A=s88-c-k-c0x00ffffff-no-rj",
      "creator_followers": 79600000,
      "creator_rank": 1,
      "interactions_24h": [---------]
    }
  ]
}

Schema:

Creators List

https://lunarcrush.com/api4/public/creators/list/v1

Get a list of trending social creators over all of social based on interactions. To get lists of creators by category or topic see the topics and categories endpoints.

Example request:

curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creators/list/v1

Example response:

{
  "data": [
    {
      "creator_name": "elonmusk",
      "creator_display_name": "Elon Musk",
      "creator_id": "44196397",
      "creator_network": "twitter",
      "creator_avatar": "https://pbs.twimg.com/profile_images/2008546467615580160/57KcqsTA_200x200.jpg",
      "creator_followers": 234295750,
      "creator_posts": 3649,
      "creator_rank": 1,
      "interactions_24h": [---------]
    }
  ]
}

Schema:

Creator

https://lunarcrush.com/api4/public/creator/:network/:id/v1

Get detail information on a specific creator

input parameters:

Example request:

curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creator/twitter/elonmusk/v1

Example response:

{
  "data": {
    "creator_id": "twitter::44196397",
    "creator_name": "elonmusk",
    "creator_display_name": "Elon Musk",
    "creator_avatar": "https://pbs.twimg.com/profile_images/2008546467615580160/57KcqsTA_200x200.jpg",
    "creator_followers": 234296337,
    "creator_rank": 2,
    "interactions_24h": 318539577,
    "topic_influence": [
      {
        "topic": "in the",
        "count": 294,
        "percent": 5.88,
        "rank": [--]
      }
    ],
    "top_community": [
      {
        "creator_name": "grok",
        "creator_display_name": "Grok",
        "creator_avatar": "https://pbs.twimg.com/profile_images/1893219113717342208/Vgg2hEPa_200x200.jpg",
        "count": [---]
      }
    ]
  }
}

Schema:

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing