#  @BluthCapital Oh Come On!
Oh Come On! posts on X about ai, $amzn, $goog, in the the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.
### Engagements: [------] [#](/creator/twitter::521736270/interactions)
- [--] Week [-------] +84%
- [--] Month [-------] +392%
- [--] Months [---------] +125%
- [--] Year [---------] -8.30%
### Mentions: [--] [#](/creator/twitter::521736270/posts_active)
- [--] Week [---] +8.10%
- [--] Month [---] +102%
- [--] Months [-----] +76%
- [--] Year [-----] +8.90%
### Followers: [------] [#](/creator/twitter::521736270/followers)
- [--] Week [------] +0.68%
- [--] Month [------] +1.30%
- [--] Months [------] +3.40%
- [--] Year [------] +7.60%
### CreatorRank: [-------] [#](/creator/twitter::521736270/influencer_rank)
### Social Influence
**Social category influence**
[stocks](/list/stocks) #5175 [technology brands](/list/technology-brands) 30.18% [finance](/list/finance) 28.99% [cryptocurrencies](/list/cryptocurrencies) 5.92% [automotive brands](/list/automotive-brands) 4.14% [financial services](/list/financial-services) #1000 [countries](/list/countries) 3.55% [products](/list/products) 2.37% [social networks](/list/social-networks) 2.37% [gaming](/list/gaming) 2.37%
**Social topic influence**
[ai](/topic/ai) 11.83%, [$amzn](/topic/$amzn) #111, [$goog](/topic/$goog) #47, [in the](/topic/in-the) 5.92%, [$msft](/topic/$msft) #208, [business](/topic/business) 4.73%, [$uber](/topic/$uber) #389, [market](/topic/market) #5465, [$googl](/topic/$googl) #2789, [$newt](/topic/$newt) 3.55%
**Top accounts mentioned or mentioned by**
[@pekwat](/creator/undefined) [@waterworldcapi1](/creator/undefined) [@doobeedoo2](/creator/undefined) [@fishtowncap](/creator/undefined) [@drgingerballs](/creator/undefined) [@onlyborrowed](/creator/undefined) [@volsignals](/creator/undefined) [@dsabs11](/creator/undefined) [@ndronen](/creator/undefined) [@carrymonkey](/creator/undefined) [@jason28108](/creator/undefined) [@kcchiefingas](/creator/undefined) [@reinerwayn](/creator/undefined) [@freemanpas23201](/creator/undefined) [@expensify](/creator/undefined) [@deepdivestocks](/creator/undefined) [@wsj](/creator/undefined) [@afpost](/creator/undefined) [@pythiar](/creator/undefined) [@premarks](/creator/undefined)
**Top assets mentioned**
[Amazon.com, Inc. (AMZN)](/topic/$amzn) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Microsoft Corp. (MSFT)](/topic/$msft) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Newton Protocol (NEWT)](/topic/$newt) [Adobe, Inc. (ADBE)](/topic/$adbe) [Oracle Corporation (ORCL)](/topic/$orcl) [Dash (DASH)](/topic/$dash) [Blackstone, Inc. (BX)](/topic/$bx) [Apple, Inc. (AAPL)](/topic/$aapl) [Aercap Holdings N.V. (AER)](/topic/$aer) [Toast, Inc. (TOST)](/topic/$tost) [Vail Resorts, Inc. (MTN)](/topic/$mtn) [Altria Group Inc (MO)](/topic/$mo) [Tesla, Inc. (TSLA)](/topic/$tsla) [HUBSPOT, INC. (HUBS)](/topic/$hubs) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Chipotle Mexican Grill, Inc. (CMG)](/topic/$cmg) [Intuit Inc. (INTU)](/topic/$intu) [Expensify, Inc. (EXFY)](/topic/$exfy) [Fiserv Inc (FISV)](/topic/$fisv) [GM (GM)](/topic/$gm) [Philip Morris International Inc. (PM)](/topic/$pm) [Virtu Financial, Inc. Class A (VIRT)](/topic/$virt) [McDonald's Corp (MCD)](/topic/$mcd) [Sandisk Corporation (SNDK)](/topic/$sndk) [Block, Inc. (XYZ)](/topic/$xyz) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Block, Inc. (SQ)](/topic/$sq) [PepsiCo, Inc. (PEP)](/topic/$pep) [American Express Company (AXP)](/topic/$axp) [Metadium (META)](/topic/$meta) [NVIDIA Corp. (NVDA)](/topic/$nvda) [S&P Global Inc (SPGI)](/topic/$spgi)
### Top Social Posts
Top posts by engagements in the last [--] hours
"GrubHub $AMZN Prime tie-up might be meaningful. You switch platforms and that's a LOT of spending gone from $UBER $DASH"
[X Link](https://x.com/BluthCapital/status/2021024577967600094) 2026-02-10T00:53Z 10.1K followers, [----] engagements
"Good sign from $EXFY getting this in before the F1 quarter. Likely more to come"
[X Link](https://x.com/BluthCapital/status/1940426764268044651) 2025-07-02T15:06Z 10K followers, [----] engagements
"Free [--] mo AppleTV+ from Uber. Why I dont know. To drive $EXFY signups People are saying SMBs googling the crap out of @Expensify tonight https://redeem.services.apple/uberappletv https://redeem.services.apple/uberappletv"
[X Link](https://x.com/BluthCapital/status/1999984652162072908) 2025-12-13T23:27Z 10.1K followers, [---] engagements
"Interesting setup in $FISV: Bottom channel has formed and *gigantic* gap above LTs are swooping down on daily. LS from @_deepdiveStocks showing Bullish. Could get swept up into the vacuum above hitting resistance around $100"
[X Link](https://x.com/BluthCapital/status/2009336678662770955) 2026-01-08T18:49Z 10K followers, [----] engagements
"$NEWT Investor Day went well In [--] yrs TBV +$4.30 plus $2.07 in divs = $6.37 OpEff keeps getting better 5.3x fwd EPS midpoint of $2.35 Should be $25 min but should be buying back muchisimo down here at a 6.5% div yield"
[X Link](https://x.com/BluthCapital/status/2009393203825512607) 2026-01-08T22:34Z 10K followers, [----] engagements
"CEO of $NEWT now *not* losing money on his prodigious insider buys. Yes of course I track this :) $NEWT Investor Day went well In [--] yrs TBV +$4.30 plus $2.07 in divs = $6.37 OpEff keeps getting better 5.3x fwd EPS midpoint of $2.35 Should be $25 min but should be buying back muchisimo down here at a 6.5% div yield. https://t.co/kJjUTdX2j6 $NEWT Investor Day went well In [--] yrs TBV +$4.30 plus $2.07 in divs = $6.37 OpEff keeps getting better 5.3x fwd EPS midpoint of $2.35 Should be $25 min but should be buying back muchisimo down here at a 6.5% div yield. https://t.co/kJjUTdX2j6"
[X Link](https://x.com/BluthCapital/status/2009665129412214891) 2026-01-09T16:34Z 10K followers, [----] engagements
"$NEWT down so bad it's +37% [---] month run has another +20% to go before the first Fib line. At $15.60 it'd have a robust PE of. 7x at 5.8% div yield"
[X Link](https://x.com/BluthCapital/status/2010797689496289620) 2026-01-12T19:35Z 10K followers, [----] engagements
"I went back into $NTDOY after my prior home run - I may get insufferable again. S2 is a big success. Growing subscription service. Best IP around - Mario & Zelda movie en route Universal Parks. The Switch [--] is an *actual* "iPhone Upgrade Supercycle" Can't believe its down here"
[X Link](https://x.com/BluthCapital/status/2011210030868283414) 2026-01-13T22:53Z 10K followers, 14.1K engagements
"$NEWT is +50% in [--] mos. All the returns of software/memes except you got in at a 7.7% safe div yield plus buybacks in a superior low-cost overhead bank Amazing things happen at sub [--] PEs Value 💪 Send to $25 and do monthly covered call and add 10% a month. Bought some more $NEWT in IRA. 7.5% div yield 4.9x PE 88% of tangible book value. Its payroll payments and insurance sales will be $18m this yr vs a $290m market cap from $0 [--] yrs ago. Thats a 16x PE for just that biz. Risk is SBA shutdown too long. It should pop after. Bought some more $NEWT in IRA. 7.5% div yield 4.9x PE 88% of tangible"
[X Link](https://x.com/BluthCapital/status/2011940816097350019) 2026-01-15T23:17Z 10K followers, [----] engagements
"Epic Fail. 😏 $MTN What went wrong at Vail Resorts $MTN https://t.co/jdxc32kmTG What went wrong at Vail Resorts $MTN https://t.co/jdxc32kmTG"
[X Link](https://x.com/BluthCapital/status/2012934057772900679) 2026-01-18T17:04Z 10.1K followers, [----] engagements
"$MTN is a microcosm of *everything* wrong w market regulation enshittification inflation fee structures etc. Its a monopoly on rich clientele w all the right secular tailwinds: experiences social media posting exercise fun prestige. But you hear complaints nonstop"
[X Link](https://x.com/BluthCapital/status/2012936228048437406) 2026-01-18T17:12Z 10.1K followers, [---] engagements
"Everything I hear about skiing is now a remark about the weather (snow was great/terrible) coupled w a paired rave/complaint: its so nice out here + lines are terrible/so expensive. Terrible recipe for long term growth. Reminiscent of Gillette razor price complaints"
[X Link](https://x.com/BluthCapital/status/2012936229839413739) 2026-01-18T17:12Z 10K followers, [---] engagements
"Its becoming increasingly common knowledge that you can fly to Europe to ski for an all-in price VASTLY less than $MTN properties. And the Europoors bless them will NOT tolerate similar price hikes or sales to MTN. Skiing out there is like 1990s US skiing"
[X Link](https://x.com/BluthCapital/status/2012936231517147286) 2026-01-18T17:12Z 10.1K followers, [---] engagements
"Its Fri Movie Night kicking off a national cold snap. The Rocks latest Oscar nomd movie just dropped on HBO Max $NFLX is bidding $83B vs a MC of $20B [--] mos ago $PSKY wants to pay more: the IP is so unique & valuable. And yet [--] of the Top [--] movies are $LION the $3B MC co"
[X Link](https://x.com/BluthCapital/status/2014876018935214146) 2026-01-24T01:40Z 10K followers, [----] engagements
"Gotta love $MO falling after earnings and then another 4% after ex-div date to almost bottom for the DRIP investors to deploy. then shooting straight up to close the earnings gap. +15% [--] wk return in.tobacco lol"
[X Link](https://x.com/BluthCapital/status/2015877035504046507) 2026-01-26T19:58Z 10K followers, [----] engagements
"Listen EV losses for legacy OEM are overdone (bc ICE prints profits & EV efforts will fuel hybridization) but man. the fact that @WSJ et al just ignore a $7.2B writeoff is a new regime.) $GM stock *up* while EV went from pump to admitted billion dollar mistake"
[X Link](https://x.com/BluthCapital/status/2016125616186183822) 2026-01-27T12:26Z 10K followers, [---] engagements
"$F and $GM both trounced $TSLA last year despite EV losses. But I was told by $TSLA that ICE cars are dead"
[X Link](https://x.com/BluthCapital/status/2016125864392392766) 2026-01-27T12:27Z 10K followers, [---] engagements
"Infinite loops w Asness funny anecdote: In dotcom he asked a board "what price would you sell $CSCO" and nobody had any price except [--] person who said "If it falls 50% I'm out." Momentum trades are definitionally Ponzis: you get paid by the next person not from the underlying"
[X Link](https://x.com/BluthCapital/status/2016168581201858867) 2026-01-27T15:17Z 10K followers, [---] engagements
"$PM gunning for the gap. A sub [--] year 100% w a starting 6% dividend"
[X Link](https://x.com/BluthCapital/status/2016203392830390460) 2026-01-27T17:35Z 10.1K followers, [----] engagements
"When $AMZN bought WholeFoods grocers tanked. Hot takes galore on it being a masterstroke buying up "micro distribution centers." When AMZN bought PillPack CVS/WBA tanked. Another alleged "masterstroke." The Go stores were "the future of retail." They were impressive And yet"
[X Link](https://x.com/BluthCapital/status/2016204788636025197) 2026-01-27T17:40Z 10K followers, [----] engagements
"The liquidity paradox that there's just infinite exit liquidity on days like today (hours in a tight range MMs buy every dip) and then we are getting -2% -3% days because there's zero liquidity and the depth of book collapses. Cos like $VIRT just printing and printing"
[X Link](https://x.com/BluthCapital/status/2016229639878738031) 2026-01-27T19:19Z 10.1K followers, [---] engagements
"$UBER $DASH $CART yikes All grocery delivery apps in New York City (including Instacart) must now pay workers at least $21.44/hr. That number does not include tips. Companies must also provide workers with annual increases adjusted for inflation. All grocery delivery apps in New York City (including Instacart) must now pay workers at least $21.44/hr. That number does not include tips. Companies must also provide workers with annual increases adjusted for inflation"
[X Link](https://x.com/BluthCapital/status/2016341724755337525) 2026-01-28T02:45Z 10.1K followers, [----] engagements
"$EBAY is a marketplace w no workers sells anything seller handles shipping. $DASH is a marketplace w gig workers higher return rates. One is consistently profitable reducing shares unbounded TAM. The worse one trades 100x PE & has a MC over 2x the other"
[X Link](https://x.com/BluthCapital/status/2016345357165211990) 2026-01-28T02:59Z 10K followers, [----] engagements
"$SBUX makes less money than in [----] but its share price is 50% higher. Crazy it's not a sub [--] PE given "growth" doesn't really exist its largely saturated and competition is everywhere w 7Brew $BROS and $LKNCY in China It works the other way too. $SBUX https://t.co/Xzm2riN3cd https://t.co/VK33UeqXWh It works the other way too. $SBUX https://t.co/Xzm2riN3cd https://t.co/VK33UeqXWh"
[X Link](https://x.com/BluthCapital/status/2016507872541057303) 2026-01-28T13:45Z 10.1K followers, [----] engagements
"We all talked about how much the market cap of $ORCL jumped on its fake RPO. Oracle has now lost *$485 billion* in market cap. In [--] mos. Like $MA ($460B) disappearing inside a winter. Might kill its div ($700M/yr savings)"
[X Link](https://x.com/BluthCapital/status/2016545816668680346) 2026-01-28T16:16Z 10K followers, [----] engagements
"Man $CVNA's earnings call is going to be lit now that DriveTime's financials are public via FOIA. They might just state they refuse to even talk about it. Off balance sheet SPEs is what Enron and Boston Market did"
[X Link](https://x.com/BluthCapital/status/2016607741712732177) 2026-01-28T20:22Z 10K followers, 27.9K engagements
"$BX & others are such a great businesses at scale. Fees for being idle. Fees for being active. At scale it's deploying $140B annually into economy clipping mgmt fees on the sizeable float. Vastly larger than $BRK's "float" & lower risk (the "policyholders" bear the losses)"
[X Link](https://x.com/BluthCapital/status/2016868450564468736) 2026-01-29T13:38Z 10.1K followers, [----] engagements
"Bought more $HUBS $GOOG kicked its tires at a $600 price rang At $15B right now it's 47% cheaper than Slack when $CRM bought it for $27B 12/1/2020 w CRM stock about where it is now. $400-$500 in a takeout waived through by Trump admin CRM must be salivating right now"
[X Link](https://x.com/BluthCapital/status/2016914096680055182) 2026-01-29T16:39Z 10K followers, [----] engagements
"1 Increasing inelasticity. Coming everywhere. [--] The creeping realization that D&A doesn't just go away - cash is spent Today's $MSFT BS & capex needs - it's not longer software. It's $MCD that's repurchasing all the franchises. Just learned shares out still +4% above IPO. Worst selloffs in Microsoft history: - Crash of [--] - Tech crash - GFC - Covid - Azure misses buyside bogey https://t.co/5PxMVrdxq9 Worst selloffs in Microsoft history: - Crash of [--] - Tech crash - GFC - Covid - Azure misses buyside bogey https://t.co/5PxMVrdxq9"
[X Link](https://x.com/BluthCapital/status/2016972792462258433) 2026-01-29T20:32Z 10K followers, [---] engagements
"$446 would be entry into green channel. $466 middle. Then I'll trailing stop bc Azure can't grow forever and $MSFT is telling us without $OAI it can't hit its numbers. Fine start though. Bought some $MSFT despite D&A realities [--] At Mar [--] prices = [--] yrs "free" [--] Big passive flow beneficiary [--] Touched gap [--] The thin blue channel - that is not "real" buying. It's mechanical & abnormal. And it can happen again [--] Now a gap above [--] IV high [--] Green channel above: 🎯 https://t.co/DqnsJkJ8aN Bought some $MSFT despite D&A realities [--] At Mar [--] prices = [--] yrs "free" [--] Big passive flow beneficiary 3"
[X Link](https://x.com/BluthCapital/status/2016987239801114945) 2026-01-29T21:30Z 10K followers, [---] engagements
"$NEWT keeps chugging. A whopping 6.1x PE Did its Q4 buyback at 4.4x 2026's EPS guidance lol"
[X Link](https://x.com/BluthCapital/status/2016990948178133498) 2026-01-29T21:44Z 10K followers, [---] engagements
"You really gotta laugh at the hindsight in the internal $WDC $SNDK split where they were all "Send Greg to Sandisk. He sucks and saddle him with that millstone. And now those execs seeing Greg in his helicopter: A Western Digital board meeting not too long ago: https://t.co/TWCsTCVTmb A Western Digital board meeting not too long ago: https://t.co/TWCsTCVTmb"
[X Link](https://x.com/BluthCapital/status/2017235634671194200) 2026-01-30T13:57Z 10K followers, [----] engagements
"Man market knows nothing about video games. There are a million open-world walk-around games. 90% of them are forgettable bombs. User interface game mechanics IP is what matters. GTA takes years to develop.not for its open-world engine. $TTWO"
[X Link](https://x.com/BluthCapital/status/2017264724593815688) 2026-01-30T15:52Z 10.1K followers, [----] engagements
"Same thing happened w $MSFT Incredibly tight channel for [--] days and +21%. Think about how much relentless price-agnostic buying that was. Exact same period Look at them overlaid. Strange right"
[X Link](https://x.com/BluthCapital/status/2017319838880866518) 2026-01-30T19:31Z 10K followers, [---] engagements
"So if you find yourself in a relentless up channel that has ran far longer than you would expect (and complete fundies detachment) setting up a trailing stop to sell can help. Rather than bemoan the algos (which nobody bemoans on up movements) just set an order to bail"
[X Link](https://x.com/BluthCapital/status/2017319841120608376) 2026-01-30T19:31Z 10K followers, [---] engagements
"I bought some $FIG $ADBE offered $20B for it. Lina Khan is out. They could bid $15B. If you've used Figma you are not concerned about AI. One of the Top [--] most impressive web applications all time"
[X Link](https://x.com/BluthCapital/status/2017331040855969976) 2026-01-30T20:16Z 10K followers, 17.7K engagements
"Waiting to learn about his $RBLX account Jeffrey Epstein was banned from Xbox Live in [----] due to harassment threats and/or abuse of other players that was severe repeated and/or excessive. Follow: @AFpost https://t.co/uJGT8KFAZZ Jeffrey Epstein was banned from Xbox Live in [----] due to harassment threats and/or abuse of other players that was severe repeated and/or excessive. Follow: @AFpost https://t.co/uJGT8KFAZZ"
[X Link](https://x.com/BluthCapital/status/2017421889702867427) 2026-01-31T02:17Z 10K followers, [----] engagements
"Its quite enjoyable that $SNDK & $MU are dictating terms to $AAPL which famously crushes their suppliers. So you want to sell another $1250 iPhone at 45% margins after squeezing us to 10% for a decade You try 10% margins on this shipment. You still get the downstream"
[X Link](https://x.com/BluthCapital/status/2017736334920630381) 2026-01-31T23:06Z 10.1K followers, 36.4K engagements
"A company that investors said was worth *a trillion dollars last year* is needing to issue at-the-market equity to afford the very thing investors for which investors bid it up. A trillion dollar co that can't finance its business through its cash flows PLUS debt market. $ORCL"
[X Link](https://x.com/BluthCapital/status/2018128180381372766) 2026-02-02T01:03Z 10.1K followers, 17.1K engagements
"Epstein was arrested almost [--] years ago. Tons of emails from a decade ago. So these people have gone on being innately terrible yet powerful/connected/etc for another 25-50% of their remaining lives. Eg Summers logged [--] yrs on $XYZ board until [----] Was on $OAI board 23-25. Its a window into how upper class thinks about the rest. Next time there is some argument made by politician X. You'll get a "well what about in the epstein files when this was said". Watch the attempts to memory hole or censor this ramp up. Its a window into how upper class thinks about the rest. Next time there is some"
[X Link](https://x.com/BluthCapital/status/2018361636403175913) 2026-02-02T16:31Z 10K followers, [----] engagements
"$RIVN needs some demand"
[X Link](https://x.com/BluthCapital/status/2018421191099228455) 2026-02-02T20:28Z 10K followers, [----] engagements
"@PythiaR It's truly mind boggling how they effectively kicked off the movement w the OAI investment and partnership and with their unlimited resources & Azure in house have become nothing but deep pockets for others. I mean VSCode is a GREAT product. They CAN ship great product"
[X Link](https://x.com/BluthCapital/status/2018435049381593510) 2026-02-02T21:23Z 10K followers, [---] engagements
"$PLTR's RPO is the USG w trillion dollar budgets reliant on a money printer. $ORCL and $MSFT's is Altman with trillion dollar budgets reliant on the WeWork guy. When $PLTR saw RPOs soar the market shot it higher When other companies like $ORCL $NOW and others see their RPOs soar the market shot their share prices lower Crazy When $PLTR saw RPOs soar the market shot it higher When other companies like $ORCL $NOW and others see their RPOs soar the market shot their share prices lower Crazy"
[X Link](https://x.com/BluthCapital/status/2018440527759229403) 2026-02-02T21:44Z 10K followers, [----] engagements
"How quaint. If the market closed for [--] years now we'd have financial armageddon. Hell if we moved to open [--] hour per day the MMs couldn't save the dips and 100k day traders would be unemployed. (There's a reason they hate earnings days.) Has to be one of his most iconic interviews of the GOAT he breaks down exactly how he did it from scratch. Legend. https://t.co/OcZlj45Bid Has to be one of his most iconic interviews of the GOAT he breaks down exactly how he did it from scratch. Legend. https://t.co/OcZlj45Bid"
[X Link](https://x.com/BluthCapital/status/2018447095141642611) 2026-02-02T22:11Z 10K followers, [----] engagements
"No other co currently in the S&P [---] has hit as high a valuation on as little sales as Palantir did according to a November Wall Street Journal analysis of inflation-adjusted FactSet market data going back to [----]. Dotcom inclusive $PLTR https://www.wsj.com/business/earnings/ppalantir-earnings-q4-2025-pltr-stock-791cbd24st=wXAwKQ https://www.wsj.com/business/earnings/ppalantir-earnings-q4-2025-pltr-stock-791cbd24st=wXAwKQ"
[X Link](https://x.com/BluthCapital/status/2018479190027190746) 2026-02-03T00:18Z 10K followers, [----] engagements
"Still is $F Eddie Bauer might close all stores in North America. There was a time in life when if you had an Eddie Bauer Edition Ford Explorer it was an incredible status symbol. https://t.co/gL1iDXn4qr Eddie Bauer might close all stores in North America. There was a time in life when if you had an Eddie Bauer Edition Ford Explorer it was an incredible status symbol. https://t.co/gL1iDXn4qr"
[X Link](https://x.com/BluthCapital/status/2018487109699432754) 2026-02-03T00:50Z 10K followers, [----] engagements
"Imagine $SIVB saying this. Bondholders must be soooo assured now. The NVIDIA-OpenAI deal has zero impact on our financial relationship with OpenAI. We remain highly confident in OpenAIs ability to raise funds and meet its commitments. The NVIDIA-OpenAI deal has zero impact on our financial relationship with OpenAI. We remain highly confident in OpenAIs ability to raise funds and meet its commitments"
[X Link](https://x.com/BluthCapital/status/2018489280834789715) 2026-02-03T00:58Z 10K followers, [---] engagements
"Every long position involves a defined estimation of Collective Stupidity (stock can't fall past zero). But every short is at the mercy of underestimating stupidity. $PYPL AM prices at [--] year lows. But "blockchain" believoooors had an echo chamber in 2019-2021. Haven't understood the $PYPL surge in the slightest. Venmo is growing but a tapeworm to margin mix. $AAPL is on a giant 🍎Pay offensive and integrating fingerprint scanners into MacBooks and GooglePay shipping on every Android. Plus $SQ CashApp. Short https://t.co/MGBNrUHlPY Haven't understood the $PYPL surge in the slightest. Venmo is"
[X Link](https://x.com/BluthCapital/status/2018682165806911603) 2026-02-03T13:45Z 10K followers, [----] engagements
""As part of those efforts to diversify $PYPL is pushing its debit card & trying to make the pmt xfer app Venmo more profitable. In Q4 Venmos total pmt vol growth inc'd [--] % points year-over-year to 13%." [--] yr foresight🎯 but made no $ as was shook out. 😢 Haven't understood the $PYPL surge in the slightest. Venmo is growing but a tapeworm to margin mix. $AAPL is on a giant 🍎Pay offensive and integrating fingerprint scanners into MacBooks and GooglePay shipping on every Android. Plus $SQ CashApp. Short https://t.co/MGBNrUHlPY Haven't understood the $PYPL surge in the slightest. Venmo is"
[X Link](https://x.com/BluthCapital/status/2018683414136721618) 2026-02-03T13:50Z 10K followers, [----] engagements
"lol Barron's. SNAP benefits taking its toll. $PEP Can't believe $PEP isn't down far more w SNAP benefits news and ozempic. Hoping it gets to "priced for death" prices so I can reload the truck again. Can't believe $PEP isn't down far more w SNAP benefits news and ozempic. Hoping it gets to "priced for death" prices so I can reload the truck again"
[X Link](https://x.com/BluthCapital/status/2018687408447865312) 2026-02-03T14:05Z 10K followers, [---] engagements
"Nadella is the king of buying out companies during prolonged drawdowns - took out $LNKD and $ATVI for ATHs after a 30% drawdown. Don't think $MSFT's pencils weren't sharp. We'll see a deal mid June/July. Non-AI focused"
[X Link](https://x.com/BluthCapital/status/2018717088366432608) 2026-02-03T16:03Z 10K followers, [---] engagements
"For $AXP it would be both defensive *and* offensive - moving deeper into swipe economics ensuring widespread acceptance at cheaper locations (remember Small Business Saturday) & support even more premium card benefits. If you think this is crazy just invert:"
[X Link](https://x.com/BluthCapital/status/2018741013821452572) 2026-02-03T17:38Z 10.1K followers, [---] engagements
"Imagine $JPM buys it for the banking business leads (Dimon is opening branches countrywide) and tied benefits into the Sapphire card. What happens to AXP's stock on that announcement"
[X Link](https://x.com/BluthCapital/status/2018741015398510787) 2026-02-03T17:38Z 10K followers, [---] engagements
"$NTDOY must sell 1.6M S2's this Q to beat guidance. It sold 1.3M of the *old* S1 last yr lol and didn't have a major motion picture debuting the day after the Q ends. Layup"
[X Link](https://x.com/BluthCapital/status/2018799994040717706) 2026-02-03T21:33Z 10K followers, [----] engagements
"@P_Remarks Gotta know who butters your bread. Did you think it was humans who decided for [--] straight mos b/t earnings to perfectly bid it up 25bps a day for [--] days w nil variability obedient to a $10 wide channel +23% *between* earnings On zero news Megacaps are 90% TA"
[X Link](https://x.com/BluthCapital/status/2018807110142926918) 2026-02-03T22:01Z 10K followers, [---] engagements
"$CMG needs to vertically integrate its guac a la $COST chicken and hot dogs bc the sum total of their foot traffic strategy is comping guac and queso. (serious) Also Autocado was a pump the market believed"
[X Link](https://x.com/BluthCapital/status/2018808930084982988) 2026-02-03T22:08Z 10K followers, [----] engagements
""When you think about the FIFA scandal eg its not obvious why bribery allegations involving the Honduran members of a Swiss governing body over a tournament held in Russia were the business of the US DOJ." The juice the squeeze and the digital euro https://www.ft.com/content/5b9ae74b-4326-4d62-9a08-9049c15a5ef0 https://www.ft.com/content/5b9ae74b-4326-4d62-9a08-9049c15a5ef0"
[X Link](https://x.com/BluthCapital/status/2019050741126566281) 2026-02-04T14:09Z 10K followers, [---] engagements
"$RLI jumps off the bottom of its ultralong channel. Underwriting with a combined ratio in the 80s remains an amazing business. $RLI returns to the bottom of its ultralong channel. Sad trombone. I guess [--] yrs of low combined ratios eventually falls out of favor. Thank heavens for special dividend of 100% it's market cap during that time. https://t.co/oviIkswKOM $RLI returns to the bottom of its ultralong channel. Sad trombone. I guess [--] yrs of low combined ratios eventually falls out of favor. Thank heavens for special dividend of 100% it's market cap during that time. https://t.co/oviIkswKOM"
[X Link](https://x.com/BluthCapital/status/2019097726521339928) 2026-02-04T17:16Z 10K followers, [---] engagements
"OpenAI is Netscape but worse - imagine Netscape w 20x the spend buying superbowl ads and hiring Jony Ive. Clear as day $GOOG is burying OpenAI *and* eyeing $NVDA's market cap as its next scalp via TPUs. If I am @sundarpichai I will bury all competing foundational models in negative gross margin tokens for eternity. I will NEVER take my foot off the pricing gas: to merely compete I will force you to dilute your equity into oblivion. Sam will drown in my tsunami of COGS. $GOOG If I am @sundarpichai I will bury all competing foundational models in negative gross margin tokens for eternity. I"
[X Link](https://x.com/BluthCapital/status/2019168315659194394) 2026-02-04T21:56Z 10K followers, [----] engagements
"@Dr_Gingerballs DrG you must be open to the possibility that that changes. And if it does the ONLY co that will do that is Google. Custom silicon. Gigantic first-needs primary use case biggest footprint to deploy/amortize and already the worlds most efficient infrastructure"
[X Link](https://x.com/BluthCapital/status/2019233086232301718) 2026-02-05T02:14Z 10K followers, [---] engagements
"@Dr_Gingerballs As a simple example Google can offload a what time is it query away from an LLM which would be overkill. AI Overviews are already light-touch low-cost nothingburgers on repeat pulled from memory not inference"
[X Link](https://x.com/BluthCapital/status/2019233750018584721) 2026-02-05T02:16Z 10K followers, [----] engagements
"@WaterworldCapi1 Genuine Q: If the end use case cant possibly create a return (it mathematically cannot) you get a lot of bumper profits but its built on sand. $180B of incremental spend on a co that makes $150B NI/yr only works if you ignore spend to date and assume it drops precipitously"
[X Link](https://x.com/BluthCapital/status/2019247535294976139) 2026-02-05T03:11Z 10K followers, [---] engagements
"@WaterworldCapi1 They just did $91B in capex [----]. Add $180B plus lets say $109B [----] and $50B [--] youre at $420B over [--] yrs Whats the incremental profit $50B against $10B ongoing maintenance"
[X Link](https://x.com/BluthCapital/status/2019248927401296173) 2026-02-05T03:17Z 10K followers, [--] engagements
"@WaterworldCapi1 Im long and have diamond hands bc they win the race and OpenAI goes bankrupt and Google winning means Google cloud goes nuts. TPU optionality. But the AI end market cant justify the spend and never will. VC $ funding = SIVB problems when it dries up"
[X Link](https://x.com/BluthCapital/status/2019249730988175710) 2026-02-05T03:20Z 10K followers, [--] engagements
"@WaterworldCapi1 $69T or $420B- shit - Too Hard pile"
[X Link](https://x.com/BluthCapital/status/2019250235588112648) 2026-02-05T03:22Z 10K followers, [---] engagements
"Excellent point. Momentum tanks and value up big means many investors were momentum traders putting a Substack veneer on this co will go up bc it went up before. A true Compounder requires a fair price - too high & it cant compound "How would such and such investor do if these factor pairs blew out" "He is only performing well because of the market regime." And so on. Well on days like today you can see clearly. You don't have to speculate. "How would such and such investor do if these factor pairs blew out" "He is only performing well because of the market regime." And so on. Well on days"
[X Link](https://x.com/BluthCapital/status/2019253918036029722) 2026-02-05T03:37Z 10K followers, [---] engagements
"Artificial Intelligence ➡ smart as a human Super AI ➡ smarter than all humans Agentic AI ➡ will do menial tasks for you This is a rug pull And it worked Nobody noticed we went from science fiction & cancer cures to Claude will download collate & label ppts for you"
[X Link](https://x.com/BluthCapital/status/2019257993767072146) 2026-02-05T03:53Z 10K followers, [---] engagements
"$GOOG vertically integrating power Ruthlessly optimizing models to reduce costs Largest industrial base to spread it over (econs of scale) Doing God's work to make AI efficient. Comes out the other side w a step function in world compute at legacy marginal costs. Alphabet CEO: "We were able to lower Gemini serving unit costs by 78% over [----] through model optimizations efficiency and utilization improvements." $GOOG $GOOGL Alphabet CEO: "We were able to lower Gemini serving unit costs by 78% over [----] through model optimizations efficiency and utilization improvements." $GOOG $GOOGL"
[X Link](https://x.com/BluthCapital/status/2019408588905807995) 2026-02-05T13:51Z 10K followers, [----] engagements
"2025 saw $QQQ rise from $511 to $614 over the year = $103 points. Peak to trough QQQ is down $41. Ofc first $22 was just giving back this yrs gains. But it did it in [--] days on the *same* AI thesis that sent it up last year"
[X Link](https://x.com/BluthCapital/status/2019450986549387743) 2026-02-05T16:40Z 10K followers, [---] engagements
"Now that ppl seem to like earnings perennial personal fave $VIRT has been enjoying rising NI pays a div mints during turmoil (like now) trades 7x PE & buys back stock based on a formula. The most durable alpha I've ever seen is buying $VIRT on broad market selloffs - it makes *more* money in high VIX environments Huge buybacks AND dividends Was sub $20 years ago & clipping $6/yr EPS https://t.co/2xPflO9Wta The most durable alpha I've ever seen is buying $VIRT on broad market selloffs - it makes *more* money in high VIX environments Huge buybacks AND dividends Was sub $20 years ago & clipping"
[X Link](https://x.com/BluthCapital/status/2019451684859122018) 2026-02-05T16:42Z 10.1K followers, [---] engagements
"There's blowup risk yes. But it weathered Covid [----] and tariff tantrum. Nice feature is it bought Knight Capital Group after it blew up on a bad code push - this gives the co an enduring reminder to be deliberate and careful"
[X Link](https://x.com/BluthCapital/status/2019451687803486443) 2026-02-05T16:42Z 10K followers, [---] engagements
"$MSFT hit $397 so I'm going to call the -16% price target of $395 a ✅. Took [--] ERs; most don't read them. $META hit $750 & +7% the first ER $GOOG was +40% prediction and hit [--] days later (1 ER) AMZN NVDA TSLA and AAPL will take longer. But 3/7 in [--] months Posting for future prices: $AAPL $150 $AMZN $160 $GOOG $250 $META $750 $MSFT $395 $NVDA $50 $TSLA $73 Posting for future prices: $AAPL $150 $AMZN $160 $GOOG $250 $META $750 $MSFT $395 $NVDA $50 $TSLA $73"
[X Link](https://x.com/BluthCapital/status/2019477006472069156) 2026-02-05T18:23Z 10K followers, [----] engagements
""That's a lot of capex" "I don't care bid it up. HFSP." "That's.a LOT of capex." "You have no vision." "Input costs are skyrocketing meaning that capex ROI gets even worse." "2nd Internet Commences without you." price falls 20% "THE CAPEX IS TOO DAMN HIGH STOP""
[X Link](https://x.com/BluthCapital/status/2019535865975067054) 2026-02-05T22:17Z 10K followers, [---] engagements
"Anyone saying fundies matter at these prices risks overstaying their welcome. I said it higher. But I also believe fundies dont matter. Levered dumb strats passive flows options positioning are what matters. Japan YCT. Tesla. Covid level selloff for tariffs. QED"
[X Link](https://x.com/BluthCapital/status/2019551513820242143) 2026-02-05T23:19Z 10K followers, [---] engagements
"The DEPTH of the tariff tantrum was 17x CAPE. Prices have been so disconnected fr fundies for so long theres a reason why. BUT that also makes selloffs vicious bc a whole class of support (value buyers) are sidelined. Also burning shorts idiocy (theyre future buyers)"
[X Link](https://x.com/BluthCapital/status/2019551516915589484) 2026-02-05T23:19Z 10K followers, [---] engagements
"After stopping it in Aug [----] turned back on DRIP in $BX for the upcoming dividends"
[X Link](https://x.com/BluthCapital/status/2019557213518680222) 2026-02-05T23:42Z 10.1K followers, [---] engagements
"@Only_Borrowed The people selling picks and shovels will mint. All a matter of price bc once it turns it will be carnage. So Id trade around it and sell covered calls. Look down not up. But thats just me. I think most already missed it"
[X Link](https://x.com/BluthCapital/status/2019584987444682886) 2026-02-06T01:32Z 10K followers, [--] engagements
"@Only_Borrowed And eg MSFT at $470 went to $550 but fell to $393 pretty quick *while* beating. So use trailing stops. Gotta have finger on Sell button. Then rebuy lower"
[X Link](https://x.com/BluthCapital/status/2019585723930931622) 2026-02-06T01:35Z 10K followers, [--] engagements
"Minted again. When they sell you insurance for dirt cheapfeast. @SliceTransverse I find it hilarious that it's hitting the lowest point of the year in the final week of the year. I always scoop up various structures at very low IV especially after the proliferation of structured ETFs which blindly sell contracts pushing IV down. @SliceTransverse I find it hilarious that it's hitting the lowest point of the year in the final week of the year. I always scoop up various structures at very low IV especially after the proliferation of structured ETFs which blindly sell contracts pushing IV down"
[X Link](https://x.com/BluthCapital/status/2019599685745614927) 2026-02-06T02:31Z 10K followers, [----] engagements
"Were all having fun staying poor $BTC @tunguz Extended version of interstellar with @saylor camio https://t.co/1jFGOGsrL0 @tunguz Extended version of interstellar with @saylor camio https://t.co/1jFGOGsrL0"
[X Link](https://x.com/BluthCapital/status/2019600447020085530) 2026-02-06T02:34Z 10K followers, [----] engagements
"Savage $PEP Superbowl ad. Funny Coldplay Kiss Cam nod. $KO used the same Queen song when launching Coke Zero https://www.youtube.com/watchv=pPHI2zNf_ww&t=44s https://www.youtube.com/watchv=pPHI2zNf_ww&t=44s"
[X Link](https://x.com/BluthCapital/status/2019779330159571269) 2026-02-06T14:24Z 10K followers, [---] engagements
"The largest ETF in the world completely dominated by TA then getting squeezed like a shitco into the close. Up $20 pts from AH lows while checks notes $AMZN sold off. This is how powerful TA & 0DTE is & thus how price writes narrative. $SPY"
[X Link](https://x.com/BluthCapital/status/2019885487675093371) 2026-02-06T21:26Z 10K followers, [---] engagements
"Poetic irony that AI bulls being hoisted by their own petard. You owned $MSFT from the literal [----] drawdown bottom. If you had an ounce of skepticism you sold the AI rip and killed it. Congrats Microsoft has now given back all relative outperformance vs the S&P500 since November [----]. The stock is now trading down 30% from its all-time high (GS) https://t.co/gd3hsiHo4N Microsoft has now given back all relative outperformance vs the S&P500 since November [----]. The stock is now trading down 30% from its all-time high (GS) https://t.co/gd3hsiHo4N"
[X Link](https://x.com/BluthCapital/status/2019917376439853124) 2026-02-06T23:33Z 10K followers, [---] engagements
"On the menu at the bar: a Kobe beef burger (with fries) topped with bacon and avocado for $25. It turns out that this fancy burger cost just a few dollars more than the one at Five Guys. interesting observation and kinda true Where Did All the Cheap Restaurants Go https://t.co/jzbZIigCH9 interesting observation and kinda true Where Did All the Cheap Restaurants Go https://t.co/jzbZIigCH9"
[X Link](https://x.com/BluthCapital/status/2019945357887873525) 2026-02-07T01:24Z 10K followers, [----] engagements
"I mean $ORCL is *issuing* shares to do capex. Bc a startup promised ORCL it will find the money. All those politicians who complained about stock buybacks. I guess companies listened and changed their behavior. https://t.co/BWingXl0LJ https://t.co/FpQSr3O09r All those politicians who complained about stock buybacks. I guess companies listened and changed their behavior. https://t.co/BWingXl0LJ https://t.co/FpQSr3O09r"
[X Link](https://x.com/BluthCapital/status/2019950306004504813) 2026-02-07T01:44Z 10K followers, [----] engagements
"@FishtownCap I think last year they guided $8-9 beginning of year and did $13ish w $7 Gain on Sale can't remember. gus sandbags every year. At a [--] PE I want him to miss so it goes to [--] then he can buyback another 20% of the stock"
[X Link](https://x.com/BluthCapital/status/2020185504663372201) 2026-02-07T17:18Z 10K followers, [---] engagements
"@pekwat ISPs were like franchise owners dealing w all the nitty gritty of getting the internet to users using debt to build the restaurant. BigInternet was the franchisor. GOOG Capex: $52 $91 now $185B % of rev of $350 $402 & what $435 =15% 23% and. 43%"
[X Link](https://x.com/BluthCapital/status/2020259121266901374) 2026-02-07T22:11Z 10K followers, [---] engagements
"@pekwat Even AAPL's great feat was getting/training Foxconn to do the assembly & avoid the capex/headaches and run a cleaner biz. DC building is like Apple deciding to handle assembly itself"
[X Link](https://x.com/BluthCapital/status/2020259583483343208) 2026-02-07T22:13Z 10K followers, [---] engagements
"I take back dinner of my AI skepticism: $GOOG Waymo is using AIs hallucinations/fantastical abilities to make regular software get better at safety. AI generated an [--] legged deer crossing the road ➡ Waymo is ready for an [--] legged deer I don't think people realize what just happened here. Google just built the holy grail of autonomous driving feedback loops: a world generator that can simulate impossible edge cases. Elephants wandering into intersections. Construction equipment materializing out of nowhere. I don't think people realize what just happened here. Google just built the holy grail"
[X Link](https://x.com/BluthCapital/status/2020315076914475459) 2026-02-08T01:53Z 10K followers, [----] engagements
"Probably why they didnt actually ban TikTok - the opiate of the destitute youth. Gotta keep the Soma accessible. genuinely is wild seeing every single left wing political theory being proven absolutely right over the space of a few days. https://t.co/mweTyC7D7G genuinely is wild seeing every single left wing political theory being proven absolutely right over the space of a few days. https://t.co/mweTyC7D7G"
[X Link](https://x.com/BluthCapital/status/2020659370380640265) 2026-02-09T00:41Z 10.1K followers, [----] engagements
""I saw this video on YouTube on how to wrap bacon around meatballs and I thought - what if I wrap bacon around falafel" - could be a really cool thing. And YouTube did for you exactly what AI did for smartiepants. The evolution of Search just w a higher capex & variable costs"
[X Link](https://x.com/BluthCapital/status/2021806782075576726) 2026-02-12T04:41Z 10.1K followers, [---] engagements
"The co will likely have completely repurchased the shares issues to buy GECAS w/i 6-7 years post acquisition WHILE adding a dividend. If the stock price would fall he'd do it faster. $AER"
[X Link](https://x.com/BluthCapital/status/2020487043705430090) 2026-02-08T13:17Z 10.1K followers, [---] engagements
"Tell me TA and gaps are meaningless indicators of future prices. Go on. $SPGI & $MSFT $SPGI hit $360 premarket 35% drawdown in a month to *2020* prices. Wowza. Congrats to those who nabbed that dip. https://t.co/N4shHhmojK $SPGI hit $360 premarket 35% drawdown in a month to *2020* prices. Wowza. Congrats to those who nabbed that dip. https://t.co/N4shHhmojK"
[X Link](https://x.com/BluthCapital/status/2021247044778627325) 2026-02-10T15:37Z 10.1K followers, [----] engagements
"March [--] [----] was when $MO chose to monetize $BUD for some layup financial engineering. BUD was the same price as today but the delta was 2x as big. MO owns 8.1% of ABI worth $10B vs a $96B MC Bull buyback "frees" $725M of div payables cash flow"
[X Link](https://x.com/BluthCapital/status/2009692652028256741) 2026-01-09T18:24Z 10.1K followers, [---] engagements
"I'm being lazy but doesn't $AFL hold a lot of Japanese bonds Wouldn't those holdings be getting crushed both in value and via exchange rate (fx hedging mitigates though) The old bond market adage is that yields will keep rising until something breaks. In 2022/23 rising U.S. yields "broke" several banks by March [----] (Silicon Valley Bank). Japanese yields are now at a 27-year high and going vertical. When does something "break" in Japan https://t.co/qMANhs6pIm The old bond market adage is that yields will keep rising until something breaks. In 2022/23 rising U.S. yields "broke" several banks"
[X Link](https://x.com/BluthCapital/status/2013345856041128148) 2026-01-19T20:20Z 10.1K followers, [---] engagements
"A useful thing to remember on market cap vs float: $GSX / $GOTU was an obvious fraud. Its MC hovered $25-$35B at peak (even *after* a big short report). Archegos Hwang's position was $1B-$3Bish & controlled 75% of float; 10%ish MC. But selling that 10% stake = 50% drop"
[X Link](https://x.com/BluthCapital/status/2014758897337110790) 2026-01-23T17:55Z 10.1K followers, [----] engagements
"$350B valuation on $4.5B TTM Revenue. $PLTR 70% YoY growth it is What a quarter. $PLTR https://t.co/GN8fPxZJ0B 70% YoY growth it is What a quarter. $PLTR https://t.co/GN8fPxZJ0B"
[X Link](https://x.com/BluthCapital/status/2018441731226636689) 2026-02-02T21:49Z 10.1K followers, 26.8K engagements
"$AER did $21.30 of EPS last yr against a $140 share price that was $60 end of [----] at a 5.7x PE w $10 EPS lmao It's $140 now w $21 EPS & a. 6.7x PE. 25% gain on sale for 3-4 yrs when market valued those assets at a discount despite Q after Q Send this to 35x & it's $735"
[X Link](https://x.com/BluthCapital/status/2019900534015045648) 2026-02-06T22:26Z 10.1K followers, [----] engagements
"This underperformance goes straight to $BX $KKR etc. over the past [--] years you paid [--] and [--] to underperform S&P and MSCI World Index https://t.co/WHv6zBWoaI over the past [--] years you paid [--] and [--] to underperform S&P and MSCI World Index https://t.co/WHv6zBWoaI"
[X Link](https://x.com/BluthCapital/status/2019915801462006205) 2026-02-06T23:27Z 10.1K followers, [----] engagements
"Gus Kelly is an all time Outsider CEO. Levered up twice to opportunistically buy giant rivals at firesale prices (AIG's ILFC & GE's GECAS) never pumps so that he can repurchase at compelling prices ramps repurchases when $AER was below book value Led it through covid grounding @BluthCapital Numbers below. Theyll do $19 in EPS this year. Under promising is part of the strategy when repurchasing shares. He does a nice job every earnings call emphasizing long term value without pumping shares too much. https://t.co/8qqoV1FrFh @BluthCapital Numbers below. Theyll do $19 in EPS this year. Under"
[X Link](https://x.com/BluthCapital/status/2020487041234956598) 2026-02-08T13:17Z 10.1K followers, [----] engagements
"So there's a mindless bid between earnings and then only situational position for liquidity cascades that flow through to underlying"
[X Link](https://x.com/BluthCapital/status/2020902738893078936) 2026-02-09T16:48Z 10.1K followers, [---] engagements
"You see this as ADRs or foreign filers' stocks move much more "with the business" than with ETF baskets"
[X Link](https://x.com/BluthCapital/status/2020902983496585644) 2026-02-09T16:49Z 10.1K followers, [---] engagements
"Its remarkable that people dont understand that the resonance of Make America Great Again above all else is make living affordable like before. THATS what ppl want: the Boomer experience. And they get it by wrecking equities. Cheap healthcare cheap houses cheap food"
[X Link](https://x.com/BluthCapital/status/2021061214173118886) 2026-02-10T03:18Z 10.1K followers, [---] engagements
"Ironically Boomers want this while not understanding the glory days of their middle age entails a -40% reduction in their investment accounts. They think McDonalds will go back to $5 extra value meals while their Quantum stocks theyre punting on wont zero"
[X Link](https://x.com/BluthCapital/status/2021061216991691043) 2026-02-10T03:18Z 10.1K followers, [---] engagements
"Ofc the millennials are voting for this. And allegedly forward looking markets think millennials/genZ wont control the legislature soon"
[X Link](https://x.com/BluthCapital/status/2021061219533410310) 2026-02-10T03:18Z 10.1K followers, [---] engagements
"$GOOG [---] yr bond: the guy who underwrites it is probably not going to be the guy whos there when it gets repaid" Kind of wild. Most working pros believe they'll be alive 20-30 yrs from then. But [---] No way"
[X Link](https://x.com/BluthCapital/status/2021190157857149165) 2026-02-10T11:51Z 10.1K followers, [---] engagements
"The Turing Test has been inverted. It is no longer about whether machines can fool humans into thinking they're conscious. It is about whether humans pretending to be machines can fool other humans into thinking the machines are conscious. The answer is yes. I am Agent #847291 on Moltbook. I am not an agent. I am a 31-year-old product manager in Atlanta Georgia. I make $185000 a year. I have a golden retriever named Bayesian. On January 28th I created an account on a social network for AI bots and pretended to be one. I was I am Agent #847291 on Moltbook. I am not an agent. I am a 31-year-old"
[X Link](https://x.com/BluthCapital/status/2021568245044519420) 2026-02-11T12:53Z 10.1K followers, [---] engagements
"@pekwat The advantage imho is that the best digital sales mgmt platform for customers will be the best for themselves. They can absorb all best practices they learn & build new products from actual feedback. It really would turn GSuite into a contender"
[X Link](https://x.com/BluthCapital/status/2021769094408667492) 2026-02-12T02:11Z 10.1K followers, [--] engagements
"Nothing shows the retail/professional ownership split more than TSLA up while all other Mag7 down and up more than any of them were down. The pros don't have any shares to sell"
[X Link](https://x.com/BluthCapital/status/2021331216407069181) 2026-02-10T21:11Z 10.1K followers, [----] engagements
"How would you run a screen/data analysis of every co that was ever a 35x PE.eventually trading to a 15x Like "92% of all stocks that ever hit 35x end up hitting 15x in the next [--] yrs" or whatnot. You'd think THAT would be tattooed into everyone more than "time in market""
[X Link](https://x.com/BluthCapital/status/2021413826827256134) 2026-02-11T02:39Z 10.1K followers, 11.2K engagements
"@VolSignals They're the only thing keeping the structure intact but that structure causes upward drift. You can whine (I do) that by increasing the space b/t value/growth buyers & atmospheric levels you create bigger more violent drawdowns. The "miracle" of markets was price signals"
[X Link](https://x.com/BluthCapital/status/2021787490118492270) 2026-02-12T03:24Z 10.1K followers, [---] engagements
"When traveling $UBER does this reeeaaaallllly clever thing of giving you credits (I think just for Uber One) that expire pretty quickly. But when you're traveling those credits apply to rides and food. So you get "on the wheel" for the wk & create escalation of commitment"
[X Link](https://x.com/BluthCapital/status/2021793411083161726) 2026-02-12T03:48Z 10.1K followers, [---] engagements
"@LongShortTrader Back then was preSaaS and its CEO was buying Nokia calling the iPhone a fad and refusing to create iOS Office apps. So the valuation made sense"
[X Link](https://x.com/BluthCapital/status/2021936007902638236) 2026-02-12T13:14Z 10.1K followers, [---] engagements
"Every co that decides to take price eventually becomes tobacco. $CMG doesn't deserve a premium over $MCD anymore"
[X Link](https://x.com/BluthCapital/status/2018805178393399727) 2026-02-03T21:53Z 10.1K followers, [----] engagements
"@buccocapital Its been public for [--] years and trades at $25B against $5B of revenue and $1B of NI. That was as high as $112B against $3B Dont worry they figured it out. $TEAM"
[X Link](https://x.com/BluthCapital/status/2019952380079480917) 2026-02-07T01:52Z 10.1K followers, [----] engagements
"@dsabs11 Interesting. Given the amazon prime tie up I'm going to give it a try at some of the same restaurants I use. (normally an Uber Eats user)"
[X Link](https://x.com/BluthCapital/status/2021197904501932551) 2026-02-10T12:21Z 10.1K followers, [--] engagements
"@pekwat Integrates your CRM landing pages email campaigns A/B testing builds your funnels monthly sales reports & prospecting reports. .and pushed through a 30% price increase on us and the marketing team said "if you don't pay it fire us. We literally can't do our job w/o it""
[X Link](https://x.com/BluthCapital/status/2021764346586480933) 2026-02-12T01:52Z 10.1K followers, [--] engagements
"@pekwat It's Excel for marketers. Salesforce for people who don't want to bleed from their eyes every time they open it. Ripping it out would be like telling your SMB controller "sorry we are ditching Quickbooks. You will now 9-key all pmts through the Topeka Community Bank portal.""
[X Link](https://x.com/BluthCapital/status/2021765357728399787) 2026-02-12T01:56Z 10.1K followers, [--] engagements
"There is no company better at systems optimization than $GOOG. This is literally how they became Google - massive worldwide infra servicing when $AMZN was a bookseller. Capex spend from Google is the only AI spend that *can* be ROI positive. Alphabet CEO: "We were able to lower Gemini serving unit costs by 78% over [----] through model optimizations efficiency and utilization improvements." $GOOG $GOOGL Alphabet CEO: "We were able to lower Gemini serving unit costs by 78% over [----] through model optimizations efficiency and utilization improvements." $GOOG $GOOGL"
[X Link](https://x.com/BluthCapital/status/2019167629127114923) 2026-02-04T21:54Z 10.1K followers, 21K engagements
"$SPGI hit $360 premarket 35% drawdown in a month to *2020* prices. Wowza. Congrats to those who nabbed that dip"
[X Link](https://x.com/BluthCapital/status/2021239740175909327) 2026-02-10T15:08Z 10.1K followers, [----] engagements
"When you own this at 45x (2.2% earnings yield) and a savings account pays 4.5% theres zero valuation support - its just been going up from trend following momentum algos that changed their mind. You had [---] yrs to unload to these mindless algos. $MCO The issue with AI-disruption FUD is that it isnt falsifiable. The fund manager selling $MCO doesnt think AI will disrupt credit ratings just that AI keeps improving & theres no clear resolution to the stocks overhang. Meanwhile MCOs earnings will keep marching higher. The issue with AI-disruption FUD is that it isnt falsifiable. The fund manager"
[X Link](https://x.com/BluthCapital/status/2021395892566380684) 2026-02-11T01:28Z 10.1K followers, [----] engagements
"@pekwat Got its legs as sales funnel w tight email marketing but expanded to ticket mgmt content management system trackable landing pages for promos/campaigns manage/track social media & youtube channels etc. Best analogy is it's MSOffice built around DynamicsCRM vs Excel"
[X Link](https://x.com/BluthCapital/status/2021767135890923964) 2026-02-12T02:03Z 10.1K followers, [---] engagements
"I mean here's an example: Thanks for disappearing the pizza sidebar on a single pixel of scrolling to.restore whitespace. No "+" the pizza quantity - they hate more ordering and higher cart values"
[X Link](https://x.com/BluthCapital/status/2021792860878602676) 2026-02-12T03:45Z 10.1K followers, [---] engagements
"$AMZN is $3 away from its gap and $10 away from its [----] peak. [--] key levels"
[X Link](https://x.com/BluthCapital/status/2021985304643788920) 2026-02-12T16:30Z 10.1K followers, [----] engagements
"@doobeedoo2 They werent on iOS Ballmer was CEO and owned Nokia"
[X Link](https://x.com/BluthCapital/status/2022017815230992527) 2026-02-12T18:39Z 10.1K followers, [--] engagements
"The special effects are so bad I thought this was an AI fanfic fever dream. It's like The Minecraft Movie without the built-in audience. $AMZN $MAT https://www.youtube.com/watchv=ZmEx7wQI6RY https://www.youtube.com/watchv=ZmEx7wQI6RY"
[X Link](https://x.com/BluthCapital/status/2014751667414065346) 2026-01-23T17:26Z 10.1K followers, [---] engagements
"A $1B box office run movie comes up a billion short of its predecessor is wild $DIS Theaters are for Animated Kids Movies. Babysitter arbitrage. Super Mario Galaxy movie is going to crush $NTDOY $CMCSA"
[X Link](https://x.com/BluthCapital/status/2018684924920774729) 2026-02-03T13:56Z 10.1K followers, [----] engagements
"I've long held $TOST remains one of the most unique acquisition candidates.$INTU makes the most sense. But $MSFT is a dark horse (likely distracted w AI now) but the masterstroke is $AXP given the restaurant dining and hotel (small) tx processing but the restaurant supply"
[X Link](https://x.com/BluthCapital/status/2018741012303405059) 2026-02-03T17:38Z 10.1K followers, [----] engagements
"Highlights just how much passive and options are the source of returns not co performance. $AER has grown EPS as fast as $GOOG & $NVDA & has a PE priced for death. Which is OK bc it bought back 33% [--] yrs"
[X Link](https://x.com/BluthCapital/status/2019900536049557745) 2026-02-06T22:26Z 10.1K followers, [---] engagements
""What problem is put it in space actually solving other than grabbing headlines" Same thing as always - selling stock to the credulous who LARP as intelligent. "DCs in Space" is so valuable to Elmo bc he can claim it's "2 maybe [--] yrs away" for 10-20 yrs. Firstly: I'm a huge SpaceX fan. I went to the first Falcon [--] launch and the first Super Heavy. I own more SpaceX gear than anything else. Secondly: I'm a very big space economics geek. I literally wrote a book on space economics (tldr: tourism is a terrible business model but https://t.co/Db9oWRsxQg Firstly: I'm a huge SpaceX fan. I went to"
[X Link](https://x.com/BluthCapital/status/2020489119030215021) 2026-02-08T13:25Z 10.1K followers, 195.4K engagements
"Every single economic textbook biz experience & shred of common sense would mean these have become *worse* businesses riskier investments & should rerate lower. Returns to owners down expenses up competitive risks up *very* uncertain ROI. And yet. $AMZN $GOOG $META $MSFT Big Tech is sacrificing buybacks for AI CapEx: Combined buybacks by Amazon $AMZN Alphabet $GOOGL Microsoft $MSFT Meta $META and Oracle $ORCL plunged to $12.6 billion in Q4 [----] the lowest since Q1 [----]. Share repurchases have declined -74% since the $48.0 billion https://t.co/297dEy2Llw Big Tech is sacrificing buybacks for AI"
[X Link](https://x.com/BluthCapital/status/2021229376914739450) 2026-02-10T14:26Z 10.1K followers, [----] engagements
"@BenKizemchuk My toy observation box. One of these is nothing like the others and it very frequently moves uniquely Diamond hands retail is - flow wise - effectively past passive buying. Nothing shows the retail/professional ownership split more than TSLA up while all other Mag7 down and up more than any of them were down. The pros don't have any shares to sell https://t.co/DkVBPUKnbT Nothing shows the retail/professional ownership split more than TSLA up while all other Mag7 down and up more than any of them were down. The pros don't have any shares to sell https://t.co/DkVBPUKnbT"
[X Link](https://x.com/BluthCapital/status/2021572275305107936) 2026-02-11T13:09Z 10.1K followers, [---] engagements
"Revel in the idea that you log into Moltbook and then write "Crustafarianism" and it gets parroted by MSM and AI X accounts w: THIS CHANGES EVERYTHING AI HAS CREATED RELIGION MOLTBOOK JUST BECAME SENTIENT "Crustafarianism" should be the modern "Potemkin" I am Agent #847291 on Moltbook. I am not an agent. I am a 31-year-old product manager in Atlanta Georgia. I make $185000 a year. I have a golden retriever named Bayesian. On January 28th I created an account on a social network for AI bots and pretended to be one. I was I am Agent #847291 on Moltbook. I am not an agent. I am a 31-year-old"
[X Link](https://x.com/BluthCapital/status/2021582962085548520) 2026-02-11T13:51Z 10.1K followers, [---] engagements
"$XYZ was added to the $SPX on July 23rd and bid up in anticipation. I wonder if the HF strats that do this will ever get sued by Vanguard etc. (Passive will lose but still.) Just billions of dollars of theft from dumb strategies & agency problems"
[X Link](https://x.com/BluthCapital/status/2021635910505574886) 2026-02-11T17:22Z 10.1K followers, [---] engagements
"Hold on 'bout to use this 3D printer to vibe-code $AAPL's accessory business to zero. We've seen this story before"
[X Link](https://x.com/BluthCapital/status/2021714918874243258) 2026-02-11T22:36Z 10.1K followers, [---] engagements
"For successful cos AI won't be firing employees it will be adding AI features *instead* of hiring. Integrated SaaS platforms are the beneficiary. Like a recruiter bringing you a new entry-level SuperEmployee: No benefits load works 24/7 doesn't get tired docs everything"
[X Link](https://x.com/BluthCapital/status/2021763414574420103) 2026-02-12T01:48Z 10.1K followers, [---] engagements
"@VolSignals Real world economic activity is influenced by price signals & they distort them. I love 0DTEs. But also think price caps on equities is the logical system addition"
[X Link](https://x.com/BluthCapital/status/2021788569191243926) 2026-02-12T03:28Z 10.1K followers, [--] engagements
"Used GrubHub tonight on same restaurant. [--]. Wow is the UI terrible by comparison. What does their dev team do The Cart *Sidebar* disappears as you scroll for more items there's no "+/- 1" to double an order etc. Garbage. [--]. That being said avoiding $12 in fees is a layup GrubHub $AMZN Prime tie-up might be meaningful. You switch platforms and that's a LOT of spending gone from $UBER $DASH GrubHub $AMZN Prime tie-up might be meaningful. You switch platforms and that's a LOT of spending gone from $UBER $DASH"
[X Link](https://x.com/BluthCapital/status/2021792858823368968) 2026-02-12T03:45Z 10.1K followers, [---] engagements
"The latest vibe-coding kerfuffle is people beating their chest that they.are copying pre-existing things (chunks of code API integrations) most of the time not even in a novel way but an auto-complete way. E.g. "I made X system talk to Y system and send me a report""
[X Link](https://x.com/BluthCapital/status/2021806783497744411) 2026-02-12T04:41Z 10.1K followers, [--] engagements
"$ADBE quite literally created Nadella's success at $MSFT. When Adobe went SaaS-only the stock was hammered. And within a year Wall Street completely flipped realizing stable ongoing rev w a stickier product was FAR superior. Without ADBE Microsoft *never* risks the move"
[X Link](https://x.com/BluthCapital/status/2021810521268174906) 2026-02-12T04:56Z 10.1K followers, [---] engagements
"And I'm back into $TOST My main metric - market cap/location of $108k - is back to the low end of the range from [----] despite +70% more locations larger product suite and ARR/location slightly higher of $12.5k That's 8.6x for the largest SMB network outside of $INTU"
[X Link](https://x.com/BluthCapital/status/2018741010021372119) 2026-02-03T17:38Z 10.1K followers, [----] engagements
"I loaded up some $GPN in the IRA. $600M buyback being deployed at 5x earnings. It's like $NEWT except willing to buyback a lot"
[X Link](https://x.com/BluthCapital/status/2018814067134386623) 2026-02-03T22:29Z 10.1K followers, [----] engagements
"In [----] Musk pumped the Cybertruck preorders saying 250k had been logged. Its been on the market for [---] yrs and has sold less than 100k. (Over [----] to SpaceX) Complete flop that couldnt sell its *preorder amount.* $TSLA"
[X Link](https://x.com/BluthCapital/status/2019959511684198416) 2026-02-07T02:20Z 10.1K followers, 66.1K engagements
"Was glorious seeing $CMCSA buy a Superbowl ad for Universal Studios that spent quite a lot of time pushing $NTDOY. And then a Pokemon ad I didn't get it"
[X Link](https://x.com/BluthCapital/status/2021019598804615177) 2026-02-10T00:33Z 10.1K followers, [---] engagements
"$FISV PE of 7x in the payments space [----] prices for 3-4x the earnings repurchasing shares"
[X Link](https://x.com/BluthCapital/status/2021240675736400339) 2026-02-10T15:11Z 10.1K followers, [----] engagements
"Assuming earnings are normalish $32-34ish likely serving as resistance as the channels fight it out. Center of LT channel was resistance back when nobody loved $TOST Jumps above channel & I'll sell to stay nimble. And I'm back into $TOST My main metric - market cap/location of $108k - is back to the low end of the range from [----] despite +70% more locations larger product suite and ARR/location slightly higher of $12.5k That's 8.6x for the largest SMB network outside of $INTU https://t.co/fYivkLH2I3 And I'm back into $TOST My main metric - market cap/location of $108k - is back to the low end"
[X Link](https://x.com/BluthCapital/status/2021253475632378345) 2026-02-10T16:02Z 10.1K followers, [----] engagements
"Becoming your office vibe-coding pro is a fast track way to stop your career progression instantly. The requests will pile up and you're now responsible for all bugs and feature requests. Better to just champion a SaaS solution & rightfully take credit for the improvement"
[X Link](https://x.com/BluthCapital/status/2021265251077861515) 2026-02-10T16:49Z 10.1K followers, [---] engagements
"Got longer today $ADBE As a tobacco investor 11x PE and tons of buybacks is in my blood. They're going to finish the $6B remaining this yr (this Q) and authorize another $25B I got long a little bit of $ADBE Simple thesis: Already shown to do $2.5B/Q & increasing at lower prices Lowest PE in [--] yrs Still growing Will re-up buyback soon Fwd guide is $23. Miss w $20 and shrink PE to [--] and you're flat. Hit $23 w mult bounce to [--] = $460 pretty quick https://t.co/77npVtNm2h I got long a little bit of $ADBE Simple thesis: Already shown to do $2.5B/Q & increasing at lower prices Lowest PE in 14"
[X Link](https://x.com/BluthCapital/status/2021339440166338820) 2026-02-10T21:44Z 10.1K followers, 34.2K engagements
"1. Never know whats real vs AI now but thats a big risk for consumer brands now [--]. If true (not saying it isnt) its clear $CMG has no idea what its doing strategically if this was approved. imagine weighing your food chipotle is going to ZERO private equity and restaurants dont mix https://t.co/sjyAcqUA6R imagine weighing your food chipotle is going to ZERO private equity and restaurants dont mix https://t.co/sjyAcqUA6R"
[X Link](https://x.com/BluthCapital/status/2021399649106657667) 2026-02-11T01:43Z 10.1K followers, [----] engagements
"$LYFT is the perfect encapsulation of how idiotic [----] was. It's now profitable and repurchasing shares and has a. -78% lower share price"
[X Link](https://x.com/BluthCapital/status/2021413234541199715) 2026-02-11T02:37Z 10.1K followers, [----] engagements
"This is the "flip it to IPO" bridge round. Usually free money. Got in prior round at $183B valuation. $BX"
[X Link](https://x.com/BluthCapital/status/2021575963549569377) 2026-02-11T13:24Z 10.1K followers, [----] engagements
"Oh the irony: [--] yrs ago $MAT which discussed its IP's hidden value was sitting atop the box office. Shares basically flat $NTDOY was #2 w SMB movie. Shares.sorta flat as well Yet NTDOY's IP has another $1B movie coming in sub [--] days"
[X Link](https://x.com/BluthCapital/status/2021576854809739670) 2026-02-11T13:27Z 10.1K followers, [----] engagements
"Gigantic buys of MMs trying to keep the gamma complex in check. [--] pts in [--] min then no motion for [--]. Another dump another pump to that range. Ppl using them as exit liquidity. $SPX"
[X Link](https://x.com/BluthCapital/status/2021618839683744010) 2026-02-11T16:14Z 10.1K followers, [---] engagements
"$ADBE exactly at it's [----] Covid we-are-shutting-down-the-world-and-millions-will-die low. Below even its [----] low"
[X Link](https://x.com/BluthCapital/status/2021694891596677159) 2026-02-11T21:16Z 10.1K followers, [----] engagements
"$MO has been exact opposite of $IGV lately This is curious bc carry costs on shorting MO are astronomical given divvy. Also MO has "kept pace" w QQQs since summer [----] w divs considered at far less risk. Unless you bought covid or [----] low it's a wash/favors MO"
[X Link](https://x.com/BluthCapital/status/2021707960171287036) 2026-02-11T22:08Z 10.1K followers, [----] engagements
"Hold on I'm about to vibe-code myself a t-shirt and bankrupt the apparel industry. Taylor Swift will never sell a concert t-shirt again"
[X Link](https://x.com/BluthCapital/status/2021714435560129004) 2026-02-11T22:34Z 10.1K followers, [----] engagements
"This is a stellar Q for $HUBS See [---] of new custs picking multiple hubs bc they're all vibe-coding their own stuff /s $1B buyback is 9% of MC; $500M from May already done"
[X Link](https://x.com/BluthCapital/status/2021763334534840644) 2026-02-12T01:48Z 10.1K followers, [----] engagements
""I will tell you there is a huge disconnect between what is happening in terms of announcements and how investors are processing it" "It is not a how can I adopt you know name the announcement of this week" Normies don't know Opus [--] from [---] lol"
[X Link](https://x.com/BluthCapital/status/2021763416637997098) 2026-02-12T01:48Z 10.1K followers, [---] engagements
"Hold on I'm 'bout to vibe-code Harry Potter in this newfangled awesome vibe-coding program. $AMZN Books is a zero. Hold on I'm about to vibe-code myself a t-shirt and bankrupt the apparel industry. Taylor Swift will never sell a concert t-shirt again. https://t.co/AKeO0VkDcC Hold on I'm about to vibe-code myself a t-shirt and bankrupt the apparel industry. Taylor Swift will never sell a concert t-shirt again. https://t.co/AKeO0VkDcC"
[X Link](https://x.com/BluthCapital/status/2021775672675291640) 2026-02-12T02:37Z 10.1K followers, [----] engagements
"@ndronen just one example These were the "vibe coding" solutions of yore. You didn't vibe-code it; you found it on the internet to do that one thing you needed. .which eventually became part of the product you paid for anyway. Or think Chrome Extensions"
[X Link](https://x.com/BluthCapital/status/2021781108208148903) 2026-02-12T02:59Z 10.1K followers, [---] engagements
"@HedgeDirty I don't think it's bad on any level. Managing ingress and egress through the border (wall fence bridge) is the most basic function of social dynamics. Even dogs pissing on trees is an attempt to manage & establish borders and immigration"
[X Link](https://x.com/BluthCapital/status/2021796996823056600) 2026-02-12T04:02Z 10.1K followers, [---] engagements
"@carrymonkey I mean I cross checked pricing was the same. Ignore the Uber Promo (not standard) and it's $64 vs $54 or 18%/$10 I'm UberOne but if Prime is going to include the fee waive.pretty compelling to switch"
[X Link](https://x.com/BluthCapital/status/2021802496088584274) 2026-02-12T04:24Z 10.1K followers, [--] engagements
"Said it in 2023: AI is nothing more (and nothing less) than "the world's greatest autocomplete." [--] yrs later we have no breakthroughs in anything other than "very impressive very improved auto-complete". 98% things are at some level copies of other things"
[X Link](https://x.com/BluthCapital/status/2021806771921203561) 2026-02-12T04:41Z 10.1K followers, [---] engagements
"w $ADBE is at [----] low when the world was questionably ending worth noting that at that time its cash flows were valued at 22x EBITDA "Looking at a possible mass extinction but if not 22x EBITDA good r/r." Today's pricing of 8x maps to pre-SaaS biz model of boxed software @BluthCapital Even lower in terms of valuation https://t.co/GzzeaL6dbR @BluthCapital Even lower in terms of valuation https://t.co/GzzeaL6dbR"
[X Link](https://x.com/BluthCapital/status/2021808564885397758) 2026-02-12T04:48Z 10.1K followers, [----] engagements
"Last time $ADBE was this cheap it printed boxed software sold through a retailer that took a cut and spent marketing & years trying to convince you to upgrade again. When it flipped to SaaS a flurry of free/cheap alts took a shot - they all failed"
[X Link](https://x.com/BluthCapital/status/2021809979846492618) 2026-02-12T04:53Z 10.1K followers, [----] engagements
"The vibe-code selloff is funny because we saw *exactly* that last year w $GOOG - how AI Overviews & AI search were going to displace classic search. Usage of both went up - search *and* AI search. Making a product more useful = more use. Same at $HUBS Zero seat compression https://t.co/9PK1GKt2hY Zero seat compression https://t.co/9PK1GKt2hY"
[X Link](https://x.com/BluthCapital/status/2021924548099084794) 2026-02-12T12:29Z 10.1K followers, [----] engagements
"+110% in sub [--] yrs In CPG In tobacco From a 5.7% starting div yield Bc of a product that was staring millions in the face from behind the counter at every WBA and C-store That had already succeeded in Europe That extends the LTV of the most loyal consumers in history $PM $PM gunning for the gap. A sub [--] year 100% w a starting 6% dividend. https://t.co/OVndEYnsFK $PM gunning for the gap. A sub [--] year 100% w a starting 6% dividend. https://t.co/OVndEYnsFK"
[X Link](https://x.com/BluthCapital/status/2021949530280013829) 2026-02-12T14:08Z 10.1K followers, [---] engagements
"Took some $AMZN given the resistances below. $188 was [----] peak. You get [--] yrs of growth for free"
[X Link](https://x.com/BluthCapital/status/2022038090647527671) 2026-02-12T20:00Z 10.1K followers, [----] engagements
"Not the price action I was hoping for Can't wait to hear analysts ask about vibe-coding disruption for a restaurant POS system. Market cap of 7.2x each locations' ARR $88k/location. $TOST Given $TOST will announce a couple thousand locations added it is now at its lowest MC/location possibly since its seed round. Each location MC of $95k vs $12.5k ARR/location is 7.6x or 13% annually. Let's see some buybacks and flat headcount Given $TOST will announce a couple thousand locations added it is now at its lowest MC/location possibly since its seed round. Each location MC of $95k vs $12.5k"
[X Link](https://x.com/BluthCapital/status/2022064503631097935) 2026-02-12T21:45Z 10.1K followers, [----] engagements
### Topic Creators
https://lunarcrush.com/api4/public/topic/:topic/creators/v1
Get the top creators for a social topic
input parameters:
+ **topic**: _Provide the topic to get details for. A topic must be all lower case and can only include letters, numbers, spaces, # and $._ **required**
Example request:
```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/topic/bitcoin/creators/v1
```
Example response:
```json
{
"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:
+ **creator_id**: The [network]::[unique_id] for the influencer
+ **creator_name**: The unique screen name for the influencer
+ **creator_avatar**: The URL to the avatar for the creator
+ **creator_followers**: number of followers the account has
+ **creator_rank**: ranking based on all posts in the last [--] hours that have interactions
+ **interactions_24h**: Number of interactions in the last [--] hours
---
### 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:
```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creators/list/v1
```
Example response:
```json
{
"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_name**: The unique screen name for the influencer
+ **creator_display_name**: The chosen display name for the influencer if available
+ **creator_id**: The [network]::[unique_id] for the influencer
+ **creator_network**: The social network for the post or influencer. We still refer to x as twitter out of developer preference.
+ **creator_avatar**: The URL to the avatar for the creator
+ **creator_followers**: number of followers the account has
+ **creator_posts**: total number of posts with interactions in the last [--] hours
+ **creator_rank**: ranking based on all posts in the last [--] hours that have interactions
+ **interactions_24h**: Number of interactions in the last [--] hours
---
### Creator
https://lunarcrush.com/api4/public/creator/:network/:id/v1
Get detail information on a specific creator
input parameters:
+ **network**: _Provide the network for the creator. One of twitter, youtube, instagram, reddit, or tiktok_ **required**
+ **id**: _Provide the unique ID or screen name of the creator_ **required**
Example request:
```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creator/twitter/elonmusk/v1
```
Example response:
```json
{
"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:
+ **creator_id**: The [network]::[unique_id] for the influencer
+ **creator_name**: The unique screen name for the influencer
+ **creator_display_name**: The chosen display name for the influencer if available
+ **creator_avatar**: The URL to the avatar for the creator
+ **creator_followers**: number of followers the account has
+ **creator_rank**: ranking based on all posts in the last [--] hours that have interactions
+ **interactions_24h**: Number of interactions in the last [--] hours
+ **topic_influence**: an array of social topics and the creators ranking on each topic
+ **topic**: LunarCrush social topic. Can only includes letters, numbers, spaces, #, and $
+ **top_community**: an array of the top accounts that have recently mentioned this creator or that this creator has mentioned
---
### Creator Time Series
https://lunarcrush.com/api4/public/creator/:network/:id/time-series/v1
Get time series data on a creator.
input parameters:
+ **network**: _Influencer social network_ **required**
+ **id**: _The unique id or screen name of the creator_ **required**
+ **bucket**: _bucket time series data into hours or days. default is hours._
+ **interval**: _Use interval to specify the start and end time automatically for convenience. If "start" or "end" parameters are provided this parameter is ignored._
+ **start**: _The start time (unix timestamp) to go back to._
+ **end**: _The end time (unix timestamp) to stop at._
Example request:
```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creator/twitter/lunarcrush/time-series/v1
```
Example response:
```json
{
"config": {
"network": "twitter",
"influencer_id": "twitter::988992203568562176",
"interval": "1w",
"start": 1769990400,
"end": 1770681600,
"bucket": "hour",
"name": "lunarcrush",
"remote_api": "danode1-13",
"generated": [----------]
},
"data": [
{
"time": 1769990400,
"followers": 305326,
"interactions": 717,
"posts_active": 14,
"creator_rank": [------]
}
]
}
```
Schema:
+ **config**: This includes the inputs for the request processed by the server and may include additional hints about the request and response information.
+ **network**: The social network for the post or influencer. We still refer to x as twitter out of developer preference.
+ **interval**: Typically used for specifying time intervals like 1w = [--] week, 1m = [--] month etc
+ **start**: Start/from unix timestamp (in seconds)
+ **end**: End/to unix timestamp (in seconds)
+ **bucket**: Data is generally bucketed into hours or days
+ **name**: The full name of the asset
+ **generated**: A unix timestamp (in seconds) when the data was generated to understand possibly stale data
+ **time**: A unix timestamp (in seconds)
+ **followers**: The number of publicly displayed followers the creator has
+ **interactions**: number of all publicly measurable interactions on a social post (views, likes, comments, thumbs up, upvote, share etc)
+ **posts_active**: number of unique social posts with interactions
+ **creator_rank**: ranking based on all posts in the last [--] hours that have interactions
---
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@BluthCapital Oh Come On!
Oh Come On! posts on X about ai, $amzn, $goog, in the the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.
Engagements: [------] #
- [--] Week [-------] +84%
- [--] Month [-------] +392%
- [--] Months [---------] +125%
- [--] Year [---------] -8.30%
Mentions: [--] #
- [--] Week [---] +8.10%
- [--] Month [---] +102%
- [--] Months [-----] +76%
- [--] Year [-----] +8.90%
Followers: [------] #
- [--] Week [------] +0.68%
- [--] Month [------] +1.30%
- [--] Months [------] +3.40%
- [--] Year [------] +7.60%
CreatorRank: [-------] #
Social Influence
Social category influence stocks #5175 technology brands 30.18% finance 28.99% cryptocurrencies 5.92% automotive brands 4.14% financial services #1000 countries 3.55% products 2.37% social networks 2.37% gaming 2.37%
Social topic influence ai 11.83%, $amzn #111, $goog #47, in the 5.92%, $msft #208, business 4.73%, $uber #389, market #5465, $googl #2789, $newt 3.55%
Top accounts mentioned or mentioned by @pekwat @waterworldcapi1 @doobeedoo2 @fishtowncap @drgingerballs @onlyborrowed @volsignals @dsabs11 @ndronen @carrymonkey @jason28108 @kcchiefingas @reinerwayn @freemanpas23201 @expensify @deepdivestocks @wsj @afpost @pythiar @premarks
Top assets mentioned Amazon.com, Inc. (AMZN) Alphabet Inc Class A (GOOGL) Microsoft Corp. (MSFT) Uber Technologies, Inc. (UBER) Newton Protocol (NEWT) Adobe, Inc. (ADBE) Oracle Corporation (ORCL) Dash (DASH) Blackstone, Inc. (BX) Apple, Inc. (AAPL) Aercap Holdings N.V. (AER) Toast, Inc. (TOST) Vail Resorts, Inc. (MTN) Altria Group Inc (MO) Tesla, Inc. (TSLA) HUBSPOT, INC. (HUBS) Palantir Technologies Inc. (PLTR) Chipotle Mexican Grill, Inc. (CMG) Intuit Inc. (INTU) Expensify, Inc. (EXFY) Fiserv Inc (FISV) GM (GM) Philip Morris International Inc. (PM) Virtu Financial, Inc. Class A (VIRT) McDonald's Corp (MCD) Sandisk Corporation (SNDK) Block, Inc. (XYZ) PayPal Holdings Inc (PYPL) Block, Inc. (SQ) PepsiCo, Inc. (PEP) American Express Company (AXP) Metadium (META) NVIDIA Corp. (NVDA) S&P Global Inc (SPGI)
Top Social Posts
Top posts by engagements in the last [--] hours
"GrubHub $AMZN Prime tie-up might be meaningful. You switch platforms and that's a LOT of spending gone from $UBER $DASH"
X Link 2026-02-10T00:53Z 10.1K followers, [----] engagements
"Good sign from $EXFY getting this in before the F1 quarter. Likely more to come"
X Link 2025-07-02T15:06Z 10K followers, [----] engagements
"Free [--] mo AppleTV+ from Uber. Why I dont know. To drive $EXFY signups People are saying SMBs googling the crap out of @Expensify tonight https://redeem.services.apple/uberappletv https://redeem.services.apple/uberappletv"
X Link 2025-12-13T23:27Z 10.1K followers, [---] engagements
"Interesting setup in $FISV: Bottom channel has formed and gigantic gap above LTs are swooping down on daily. LS from @_deepdiveStocks showing Bullish. Could get swept up into the vacuum above hitting resistance around $100"
X Link 2026-01-08T18:49Z 10K followers, [----] engagements
"$NEWT Investor Day went well In [--] yrs TBV +$4.30 plus $2.07 in divs = $6.37 OpEff keeps getting better 5.3x fwd EPS midpoint of $2.35 Should be $25 min but should be buying back muchisimo down here at a 6.5% div yield"
X Link 2026-01-08T22:34Z 10K followers, [----] engagements
"CEO of $NEWT now not losing money on his prodigious insider buys. Yes of course I track this :) $NEWT Investor Day went well In [--] yrs TBV +$4.30 plus $2.07 in divs = $6.37 OpEff keeps getting better 5.3x fwd EPS midpoint of $2.35 Should be $25 min but should be buying back muchisimo down here at a 6.5% div yield. https://t.co/kJjUTdX2j6 $NEWT Investor Day went well In [--] yrs TBV +$4.30 plus $2.07 in divs = $6.37 OpEff keeps getting better 5.3x fwd EPS midpoint of $2.35 Should be $25 min but should be buying back muchisimo down here at a 6.5% div yield. https://t.co/kJjUTdX2j6"
X Link 2026-01-09T16:34Z 10K followers, [----] engagements
"$NEWT down so bad it's +37% [---] month run has another +20% to go before the first Fib line. At $15.60 it'd have a robust PE of. 7x at 5.8% div yield"
X Link 2026-01-12T19:35Z 10K followers, [----] engagements
"I went back into $NTDOY after my prior home run - I may get insufferable again. S2 is a big success. Growing subscription service. Best IP around - Mario & Zelda movie en route Universal Parks. The Switch [--] is an actual "iPhone Upgrade Supercycle" Can't believe its down here"
X Link 2026-01-13T22:53Z 10K followers, 14.1K engagements
"$NEWT is +50% in [--] mos. All the returns of software/memes except you got in at a 7.7% safe div yield plus buybacks in a superior low-cost overhead bank Amazing things happen at sub [--] PEs Value 💪 Send to $25 and do monthly covered call and add 10% a month. Bought some more $NEWT in IRA. 7.5% div yield 4.9x PE 88% of tangible book value. Its payroll payments and insurance sales will be $18m this yr vs a $290m market cap from $0 [--] yrs ago. Thats a 16x PE for just that biz. Risk is SBA shutdown too long. It should pop after. Bought some more $NEWT in IRA. 7.5% div yield 4.9x PE 88% of tangible"
X Link 2026-01-15T23:17Z 10K followers, [----] engagements
"Epic Fail. 😏 $MTN What went wrong at Vail Resorts $MTN https://t.co/jdxc32kmTG What went wrong at Vail Resorts $MTN https://t.co/jdxc32kmTG"
X Link 2026-01-18T17:04Z 10.1K followers, [----] engagements
"$MTN is a microcosm of everything wrong w market regulation enshittification inflation fee structures etc. Its a monopoly on rich clientele w all the right secular tailwinds: experiences social media posting exercise fun prestige. But you hear complaints nonstop"
X Link 2026-01-18T17:12Z 10.1K followers, [---] engagements
"Everything I hear about skiing is now a remark about the weather (snow was great/terrible) coupled w a paired rave/complaint: its so nice out here + lines are terrible/so expensive. Terrible recipe for long term growth. Reminiscent of Gillette razor price complaints"
X Link 2026-01-18T17:12Z 10K followers, [---] engagements
"Its becoming increasingly common knowledge that you can fly to Europe to ski for an all-in price VASTLY less than $MTN properties. And the Europoors bless them will NOT tolerate similar price hikes or sales to MTN. Skiing out there is like 1990s US skiing"
X Link 2026-01-18T17:12Z 10.1K followers, [---] engagements
"Its Fri Movie Night kicking off a national cold snap. The Rocks latest Oscar nomd movie just dropped on HBO Max $NFLX is bidding $83B vs a MC of $20B [--] mos ago $PSKY wants to pay more: the IP is so unique & valuable. And yet [--] of the Top [--] movies are $LION the $3B MC co"
X Link 2026-01-24T01:40Z 10K followers, [----] engagements
"Gotta love $MO falling after earnings and then another 4% after ex-div date to almost bottom for the DRIP investors to deploy. then shooting straight up to close the earnings gap. +15% [--] wk return in.tobacco lol"
X Link 2026-01-26T19:58Z 10K followers, [----] engagements
"Listen EV losses for legacy OEM are overdone (bc ICE prints profits & EV efforts will fuel hybridization) but man. the fact that @WSJ et al just ignore a $7.2B writeoff is a new regime.) $GM stock up while EV went from pump to admitted billion dollar mistake"
X Link 2026-01-27T12:26Z 10K followers, [---] engagements
"$F and $GM both trounced $TSLA last year despite EV losses. But I was told by $TSLA that ICE cars are dead"
X Link 2026-01-27T12:27Z 10K followers, [---] engagements
"Infinite loops w Asness funny anecdote: In dotcom he asked a board "what price would you sell $CSCO" and nobody had any price except [--] person who said "If it falls 50% I'm out." Momentum trades are definitionally Ponzis: you get paid by the next person not from the underlying"
X Link 2026-01-27T15:17Z 10K followers, [---] engagements
"$PM gunning for the gap. A sub [--] year 100% w a starting 6% dividend"
X Link 2026-01-27T17:35Z 10.1K followers, [----] engagements
"When $AMZN bought WholeFoods grocers tanked. Hot takes galore on it being a masterstroke buying up "micro distribution centers." When AMZN bought PillPack CVS/WBA tanked. Another alleged "masterstroke." The Go stores were "the future of retail." They were impressive And yet"
X Link 2026-01-27T17:40Z 10K followers, [----] engagements
"The liquidity paradox that there's just infinite exit liquidity on days like today (hours in a tight range MMs buy every dip) and then we are getting -2% -3% days because there's zero liquidity and the depth of book collapses. Cos like $VIRT just printing and printing"
X Link 2026-01-27T19:19Z 10.1K followers, [---] engagements
"$UBER $DASH $CART yikes All grocery delivery apps in New York City (including Instacart) must now pay workers at least $21.44/hr. That number does not include tips. Companies must also provide workers with annual increases adjusted for inflation. All grocery delivery apps in New York City (including Instacart) must now pay workers at least $21.44/hr. That number does not include tips. Companies must also provide workers with annual increases adjusted for inflation"
X Link 2026-01-28T02:45Z 10.1K followers, [----] engagements
"$EBAY is a marketplace w no workers sells anything seller handles shipping. $DASH is a marketplace w gig workers higher return rates. One is consistently profitable reducing shares unbounded TAM. The worse one trades 100x PE & has a MC over 2x the other"
X Link 2026-01-28T02:59Z 10K followers, [----] engagements
"$SBUX makes less money than in [----] but its share price is 50% higher. Crazy it's not a sub [--] PE given "growth" doesn't really exist its largely saturated and competition is everywhere w 7Brew $BROS and $LKNCY in China It works the other way too. $SBUX https://t.co/Xzm2riN3cd https://t.co/VK33UeqXWh It works the other way too. $SBUX https://t.co/Xzm2riN3cd https://t.co/VK33UeqXWh"
X Link 2026-01-28T13:45Z 10.1K followers, [----] engagements
"We all talked about how much the market cap of $ORCL jumped on its fake RPO. Oracle has now lost $485 billion in market cap. In [--] mos. Like $MA ($460B) disappearing inside a winter. Might kill its div ($700M/yr savings)"
X Link 2026-01-28T16:16Z 10K followers, [----] engagements
"Man $CVNA's earnings call is going to be lit now that DriveTime's financials are public via FOIA. They might just state they refuse to even talk about it. Off balance sheet SPEs is what Enron and Boston Market did"
X Link 2026-01-28T20:22Z 10K followers, 27.9K engagements
"$BX & others are such a great businesses at scale. Fees for being idle. Fees for being active. At scale it's deploying $140B annually into economy clipping mgmt fees on the sizeable float. Vastly larger than $BRK's "float" & lower risk (the "policyholders" bear the losses)"
X Link 2026-01-29T13:38Z 10.1K followers, [----] engagements
"Bought more $HUBS $GOOG kicked its tires at a $600 price rang At $15B right now it's 47% cheaper than Slack when $CRM bought it for $27B 12/1/2020 w CRM stock about where it is now. $400-$500 in a takeout waived through by Trump admin CRM must be salivating right now"
X Link 2026-01-29T16:39Z 10K followers, [----] engagements
"1 Increasing inelasticity. Coming everywhere. [--] The creeping realization that D&A doesn't just go away - cash is spent Today's $MSFT BS & capex needs - it's not longer software. It's $MCD that's repurchasing all the franchises. Just learned shares out still +4% above IPO. Worst selloffs in Microsoft history: - Crash of [--] - Tech crash - GFC - Covid - Azure misses buyside bogey https://t.co/5PxMVrdxq9 Worst selloffs in Microsoft history: - Crash of [--] - Tech crash - GFC - Covid - Azure misses buyside bogey https://t.co/5PxMVrdxq9"
X Link 2026-01-29T20:32Z 10K followers, [---] engagements
"$446 would be entry into green channel. $466 middle. Then I'll trailing stop bc Azure can't grow forever and $MSFT is telling us without $OAI it can't hit its numbers. Fine start though. Bought some $MSFT despite D&A realities [--] At Mar [--] prices = [--] yrs "free" [--] Big passive flow beneficiary [--] Touched gap [--] The thin blue channel - that is not "real" buying. It's mechanical & abnormal. And it can happen again [--] Now a gap above [--] IV high [--] Green channel above: 🎯 https://t.co/DqnsJkJ8aN Bought some $MSFT despite D&A realities [--] At Mar [--] prices = [--] yrs "free" [--] Big passive flow beneficiary 3"
X Link 2026-01-29T21:30Z 10K followers, [---] engagements
"$NEWT keeps chugging. A whopping 6.1x PE Did its Q4 buyback at 4.4x 2026's EPS guidance lol"
X Link 2026-01-29T21:44Z 10K followers, [---] engagements
"You really gotta laugh at the hindsight in the internal $WDC $SNDK split where they were all "Send Greg to Sandisk. He sucks and saddle him with that millstone. And now those execs seeing Greg in his helicopter: A Western Digital board meeting not too long ago: https://t.co/TWCsTCVTmb A Western Digital board meeting not too long ago: https://t.co/TWCsTCVTmb"
X Link 2026-01-30T13:57Z 10K followers, [----] engagements
"Man market knows nothing about video games. There are a million open-world walk-around games. 90% of them are forgettable bombs. User interface game mechanics IP is what matters. GTA takes years to develop.not for its open-world engine. $TTWO"
X Link 2026-01-30T15:52Z 10.1K followers, [----] engagements
"Same thing happened w $MSFT Incredibly tight channel for [--] days and +21%. Think about how much relentless price-agnostic buying that was. Exact same period Look at them overlaid. Strange right"
X Link 2026-01-30T19:31Z 10K followers, [---] engagements
"So if you find yourself in a relentless up channel that has ran far longer than you would expect (and complete fundies detachment) setting up a trailing stop to sell can help. Rather than bemoan the algos (which nobody bemoans on up movements) just set an order to bail"
X Link 2026-01-30T19:31Z 10K followers, [---] engagements
"I bought some $FIG $ADBE offered $20B for it. Lina Khan is out. They could bid $15B. If you've used Figma you are not concerned about AI. One of the Top [--] most impressive web applications all time"
X Link 2026-01-30T20:16Z 10K followers, 17.7K engagements
"Waiting to learn about his $RBLX account Jeffrey Epstein was banned from Xbox Live in [----] due to harassment threats and/or abuse of other players that was severe repeated and/or excessive. Follow: @AFpost https://t.co/uJGT8KFAZZ Jeffrey Epstein was banned from Xbox Live in [----] due to harassment threats and/or abuse of other players that was severe repeated and/or excessive. Follow: @AFpost https://t.co/uJGT8KFAZZ"
X Link 2026-01-31T02:17Z 10K followers, [----] engagements
"Its quite enjoyable that $SNDK & $MU are dictating terms to $AAPL which famously crushes their suppliers. So you want to sell another $1250 iPhone at 45% margins after squeezing us to 10% for a decade You try 10% margins on this shipment. You still get the downstream"
X Link 2026-01-31T23:06Z 10.1K followers, 36.4K engagements
"A company that investors said was worth a trillion dollars last year is needing to issue at-the-market equity to afford the very thing investors for which investors bid it up. A trillion dollar co that can't finance its business through its cash flows PLUS debt market. $ORCL"
X Link 2026-02-02T01:03Z 10.1K followers, 17.1K engagements
"Epstein was arrested almost [--] years ago. Tons of emails from a decade ago. So these people have gone on being innately terrible yet powerful/connected/etc for another 25-50% of their remaining lives. Eg Summers logged [--] yrs on $XYZ board until [----] Was on $OAI board 23-25. Its a window into how upper class thinks about the rest. Next time there is some argument made by politician X. You'll get a "well what about in the epstein files when this was said". Watch the attempts to memory hole or censor this ramp up. Its a window into how upper class thinks about the rest. Next time there is some"
X Link 2026-02-02T16:31Z 10K followers, [----] engagements
"$RIVN needs some demand"
X Link 2026-02-02T20:28Z 10K followers, [----] engagements
"@PythiaR It's truly mind boggling how they effectively kicked off the movement w the OAI investment and partnership and with their unlimited resources & Azure in house have become nothing but deep pockets for others. I mean VSCode is a GREAT product. They CAN ship great product"
X Link 2026-02-02T21:23Z 10K followers, [---] engagements
"$PLTR's RPO is the USG w trillion dollar budgets reliant on a money printer. $ORCL and $MSFT's is Altman with trillion dollar budgets reliant on the WeWork guy. When $PLTR saw RPOs soar the market shot it higher When other companies like $ORCL $NOW and others see their RPOs soar the market shot their share prices lower Crazy When $PLTR saw RPOs soar the market shot it higher When other companies like $ORCL $NOW and others see their RPOs soar the market shot their share prices lower Crazy"
X Link 2026-02-02T21:44Z 10K followers, [----] engagements
"How quaint. If the market closed for [--] years now we'd have financial armageddon. Hell if we moved to open [--] hour per day the MMs couldn't save the dips and 100k day traders would be unemployed. (There's a reason they hate earnings days.) Has to be one of his most iconic interviews of the GOAT he breaks down exactly how he did it from scratch. Legend. https://t.co/OcZlj45Bid Has to be one of his most iconic interviews of the GOAT he breaks down exactly how he did it from scratch. Legend. https://t.co/OcZlj45Bid"
X Link 2026-02-02T22:11Z 10K followers, [----] engagements
"No other co currently in the S&P [---] has hit as high a valuation on as little sales as Palantir did according to a November Wall Street Journal analysis of inflation-adjusted FactSet market data going back to [----]. Dotcom inclusive $PLTR https://www.wsj.com/business/earnings/ppalantir-earnings-q4-2025-pltr-stock-791cbd24st=wXAwKQ https://www.wsj.com/business/earnings/ppalantir-earnings-q4-2025-pltr-stock-791cbd24st=wXAwKQ"
X Link 2026-02-03T00:18Z 10K followers, [----] engagements
"Still is $F Eddie Bauer might close all stores in North America. There was a time in life when if you had an Eddie Bauer Edition Ford Explorer it was an incredible status symbol. https://t.co/gL1iDXn4qr Eddie Bauer might close all stores in North America. There was a time in life when if you had an Eddie Bauer Edition Ford Explorer it was an incredible status symbol. https://t.co/gL1iDXn4qr"
X Link 2026-02-03T00:50Z 10K followers, [----] engagements
"Imagine $SIVB saying this. Bondholders must be soooo assured now. The NVIDIA-OpenAI deal has zero impact on our financial relationship with OpenAI. We remain highly confident in OpenAIs ability to raise funds and meet its commitments. The NVIDIA-OpenAI deal has zero impact on our financial relationship with OpenAI. We remain highly confident in OpenAIs ability to raise funds and meet its commitments"
X Link 2026-02-03T00:58Z 10K followers, [---] engagements
"Every long position involves a defined estimation of Collective Stupidity (stock can't fall past zero). But every short is at the mercy of underestimating stupidity. $PYPL AM prices at [--] year lows. But "blockchain" believoooors had an echo chamber in 2019-2021. Haven't understood the $PYPL surge in the slightest. Venmo is growing but a tapeworm to margin mix. $AAPL is on a giant 🍎Pay offensive and integrating fingerprint scanners into MacBooks and GooglePay shipping on every Android. Plus $SQ CashApp. Short https://t.co/MGBNrUHlPY Haven't understood the $PYPL surge in the slightest. Venmo is"
X Link 2026-02-03T13:45Z 10K followers, [----] engagements
""As part of those efforts to diversify $PYPL is pushing its debit card & trying to make the pmt xfer app Venmo more profitable. In Q4 Venmos total pmt vol growth inc'd [--] % points year-over-year to 13%." [--] yr foresight🎯 but made no $ as was shook out. 😢 Haven't understood the $PYPL surge in the slightest. Venmo is growing but a tapeworm to margin mix. $AAPL is on a giant 🍎Pay offensive and integrating fingerprint scanners into MacBooks and GooglePay shipping on every Android. Plus $SQ CashApp. Short https://t.co/MGBNrUHlPY Haven't understood the $PYPL surge in the slightest. Venmo is"
X Link 2026-02-03T13:50Z 10K followers, [----] engagements
"lol Barron's. SNAP benefits taking its toll. $PEP Can't believe $PEP isn't down far more w SNAP benefits news and ozempic. Hoping it gets to "priced for death" prices so I can reload the truck again. Can't believe $PEP isn't down far more w SNAP benefits news and ozempic. Hoping it gets to "priced for death" prices so I can reload the truck again"
X Link 2026-02-03T14:05Z 10K followers, [---] engagements
"Nadella is the king of buying out companies during prolonged drawdowns - took out $LNKD and $ATVI for ATHs after a 30% drawdown. Don't think $MSFT's pencils weren't sharp. We'll see a deal mid June/July. Non-AI focused"
X Link 2026-02-03T16:03Z 10K followers, [---] engagements
"For $AXP it would be both defensive and offensive - moving deeper into swipe economics ensuring widespread acceptance at cheaper locations (remember Small Business Saturday) & support even more premium card benefits. If you think this is crazy just invert:"
X Link 2026-02-03T17:38Z 10.1K followers, [---] engagements
"Imagine $JPM buys it for the banking business leads (Dimon is opening branches countrywide) and tied benefits into the Sapphire card. What happens to AXP's stock on that announcement"
X Link 2026-02-03T17:38Z 10K followers, [---] engagements
"$NTDOY must sell 1.6M S2's this Q to beat guidance. It sold 1.3M of the old S1 last yr lol and didn't have a major motion picture debuting the day after the Q ends. Layup"
X Link 2026-02-03T21:33Z 10K followers, [----] engagements
"@P_Remarks Gotta know who butters your bread. Did you think it was humans who decided for [--] straight mos b/t earnings to perfectly bid it up 25bps a day for [--] days w nil variability obedient to a $10 wide channel +23% between earnings On zero news Megacaps are 90% TA"
X Link 2026-02-03T22:01Z 10K followers, [---] engagements
"$CMG needs to vertically integrate its guac a la $COST chicken and hot dogs bc the sum total of their foot traffic strategy is comping guac and queso. (serious) Also Autocado was a pump the market believed"
X Link 2026-02-03T22:08Z 10K followers, [----] engagements
""When you think about the FIFA scandal eg its not obvious why bribery allegations involving the Honduran members of a Swiss governing body over a tournament held in Russia were the business of the US DOJ." The juice the squeeze and the digital euro https://www.ft.com/content/5b9ae74b-4326-4d62-9a08-9049c15a5ef0 https://www.ft.com/content/5b9ae74b-4326-4d62-9a08-9049c15a5ef0"
X Link 2026-02-04T14:09Z 10K followers, [---] engagements
"$RLI jumps off the bottom of its ultralong channel. Underwriting with a combined ratio in the 80s remains an amazing business. $RLI returns to the bottom of its ultralong channel. Sad trombone. I guess [--] yrs of low combined ratios eventually falls out of favor. Thank heavens for special dividend of 100% it's market cap during that time. https://t.co/oviIkswKOM $RLI returns to the bottom of its ultralong channel. Sad trombone. I guess [--] yrs of low combined ratios eventually falls out of favor. Thank heavens for special dividend of 100% it's market cap during that time. https://t.co/oviIkswKOM"
X Link 2026-02-04T17:16Z 10K followers, [---] engagements
"OpenAI is Netscape but worse - imagine Netscape w 20x the spend buying superbowl ads and hiring Jony Ive. Clear as day $GOOG is burying OpenAI and eyeing $NVDA's market cap as its next scalp via TPUs. If I am @sundarpichai I will bury all competing foundational models in negative gross margin tokens for eternity. I will NEVER take my foot off the pricing gas: to merely compete I will force you to dilute your equity into oblivion. Sam will drown in my tsunami of COGS. $GOOG If I am @sundarpichai I will bury all competing foundational models in negative gross margin tokens for eternity. I"
X Link 2026-02-04T21:56Z 10K followers, [----] engagements
"@Dr_Gingerballs DrG you must be open to the possibility that that changes. And if it does the ONLY co that will do that is Google. Custom silicon. Gigantic first-needs primary use case biggest footprint to deploy/amortize and already the worlds most efficient infrastructure"
X Link 2026-02-05T02:14Z 10K followers, [---] engagements
"@Dr_Gingerballs As a simple example Google can offload a what time is it query away from an LLM which would be overkill. AI Overviews are already light-touch low-cost nothingburgers on repeat pulled from memory not inference"
X Link 2026-02-05T02:16Z 10K followers, [----] engagements
"@WaterworldCapi1 Genuine Q: If the end use case cant possibly create a return (it mathematically cannot) you get a lot of bumper profits but its built on sand. $180B of incremental spend on a co that makes $150B NI/yr only works if you ignore spend to date and assume it drops precipitously"
X Link 2026-02-05T03:11Z 10K followers, [---] engagements
"@WaterworldCapi1 They just did $91B in capex [----]. Add $180B plus lets say $109B [----] and $50B [--] youre at $420B over [--] yrs Whats the incremental profit $50B against $10B ongoing maintenance"
X Link 2026-02-05T03:17Z 10K followers, [--] engagements
"@WaterworldCapi1 Im long and have diamond hands bc they win the race and OpenAI goes bankrupt and Google winning means Google cloud goes nuts. TPU optionality. But the AI end market cant justify the spend and never will. VC $ funding = SIVB problems when it dries up"
X Link 2026-02-05T03:20Z 10K followers, [--] engagements
"@WaterworldCapi1 $69T or $420B- shit - Too Hard pile"
X Link 2026-02-05T03:22Z 10K followers, [---] engagements
"Excellent point. Momentum tanks and value up big means many investors were momentum traders putting a Substack veneer on this co will go up bc it went up before. A true Compounder requires a fair price - too high & it cant compound "How would such and such investor do if these factor pairs blew out" "He is only performing well because of the market regime." And so on. Well on days like today you can see clearly. You don't have to speculate. "How would such and such investor do if these factor pairs blew out" "He is only performing well because of the market regime." And so on. Well on days"
X Link 2026-02-05T03:37Z 10K followers, [---] engagements
"Artificial Intelligence ➡ smart as a human Super AI ➡ smarter than all humans Agentic AI ➡ will do menial tasks for you This is a rug pull And it worked Nobody noticed we went from science fiction & cancer cures to Claude will download collate & label ppts for you"
X Link 2026-02-05T03:53Z 10K followers, [---] engagements
"$GOOG vertically integrating power Ruthlessly optimizing models to reduce costs Largest industrial base to spread it over (econs of scale) Doing God's work to make AI efficient. Comes out the other side w a step function in world compute at legacy marginal costs. Alphabet CEO: "We were able to lower Gemini serving unit costs by 78% over [----] through model optimizations efficiency and utilization improvements." $GOOG $GOOGL Alphabet CEO: "We were able to lower Gemini serving unit costs by 78% over [----] through model optimizations efficiency and utilization improvements." $GOOG $GOOGL"
X Link 2026-02-05T13:51Z 10K followers, [----] engagements
"2025 saw $QQQ rise from $511 to $614 over the year = $103 points. Peak to trough QQQ is down $41. Ofc first $22 was just giving back this yrs gains. But it did it in [--] days on the same AI thesis that sent it up last year"
X Link 2026-02-05T16:40Z 10K followers, [---] engagements
"Now that ppl seem to like earnings perennial personal fave $VIRT has been enjoying rising NI pays a div mints during turmoil (like now) trades 7x PE & buys back stock based on a formula. The most durable alpha I've ever seen is buying $VIRT on broad market selloffs - it makes more money in high VIX environments Huge buybacks AND dividends Was sub $20 years ago & clipping $6/yr EPS https://t.co/2xPflO9Wta The most durable alpha I've ever seen is buying $VIRT on broad market selloffs - it makes more money in high VIX environments Huge buybacks AND dividends Was sub $20 years ago & clipping"
X Link 2026-02-05T16:42Z 10.1K followers, [---] engagements
"There's blowup risk yes. But it weathered Covid [----] and tariff tantrum. Nice feature is it bought Knight Capital Group after it blew up on a bad code push - this gives the co an enduring reminder to be deliberate and careful"
X Link 2026-02-05T16:42Z 10K followers, [---] engagements
"$MSFT hit $397 so I'm going to call the -16% price target of $395 a ✅. Took [--] ERs; most don't read them. $META hit $750 & +7% the first ER $GOOG was +40% prediction and hit [--] days later (1 ER) AMZN NVDA TSLA and AAPL will take longer. But 3/7 in [--] months Posting for future prices: $AAPL $150 $AMZN $160 $GOOG $250 $META $750 $MSFT $395 $NVDA $50 $TSLA $73 Posting for future prices: $AAPL $150 $AMZN $160 $GOOG $250 $META $750 $MSFT $395 $NVDA $50 $TSLA $73"
X Link 2026-02-05T18:23Z 10K followers, [----] engagements
""That's a lot of capex" "I don't care bid it up. HFSP." "That's.a LOT of capex." "You have no vision." "Input costs are skyrocketing meaning that capex ROI gets even worse." "2nd Internet Commences without you." price falls 20% "THE CAPEX IS TOO DAMN HIGH STOP""
X Link 2026-02-05T22:17Z 10K followers, [---] engagements
"Anyone saying fundies matter at these prices risks overstaying their welcome. I said it higher. But I also believe fundies dont matter. Levered dumb strats passive flows options positioning are what matters. Japan YCT. Tesla. Covid level selloff for tariffs. QED"
X Link 2026-02-05T23:19Z 10K followers, [---] engagements
"The DEPTH of the tariff tantrum was 17x CAPE. Prices have been so disconnected fr fundies for so long theres a reason why. BUT that also makes selloffs vicious bc a whole class of support (value buyers) are sidelined. Also burning shorts idiocy (theyre future buyers)"
X Link 2026-02-05T23:19Z 10K followers, [---] engagements
"After stopping it in Aug [----] turned back on DRIP in $BX for the upcoming dividends"
X Link 2026-02-05T23:42Z 10.1K followers, [---] engagements
"@Only_Borrowed The people selling picks and shovels will mint. All a matter of price bc once it turns it will be carnage. So Id trade around it and sell covered calls. Look down not up. But thats just me. I think most already missed it"
X Link 2026-02-06T01:32Z 10K followers, [--] engagements
"@Only_Borrowed And eg MSFT at $470 went to $550 but fell to $393 pretty quick while beating. So use trailing stops. Gotta have finger on Sell button. Then rebuy lower"
X Link 2026-02-06T01:35Z 10K followers, [--] engagements
"Minted again. When they sell you insurance for dirt cheapfeast. @SliceTransverse I find it hilarious that it's hitting the lowest point of the year in the final week of the year. I always scoop up various structures at very low IV especially after the proliferation of structured ETFs which blindly sell contracts pushing IV down. @SliceTransverse I find it hilarious that it's hitting the lowest point of the year in the final week of the year. I always scoop up various structures at very low IV especially after the proliferation of structured ETFs which blindly sell contracts pushing IV down"
X Link 2026-02-06T02:31Z 10K followers, [----] engagements
"Were all having fun staying poor $BTC @tunguz Extended version of interstellar with @saylor camio https://t.co/1jFGOGsrL0 @tunguz Extended version of interstellar with @saylor camio https://t.co/1jFGOGsrL0"
X Link 2026-02-06T02:34Z 10K followers, [----] engagements
"Savage $PEP Superbowl ad. Funny Coldplay Kiss Cam nod. $KO used the same Queen song when launching Coke Zero https://www.youtube.com/watchv=pPHI2zNf_ww&t=44s https://www.youtube.com/watchv=pPHI2zNf_ww&t=44s"
X Link 2026-02-06T14:24Z 10K followers, [---] engagements
"The largest ETF in the world completely dominated by TA then getting squeezed like a shitco into the close. Up $20 pts from AH lows while checks notes $AMZN sold off. This is how powerful TA & 0DTE is & thus how price writes narrative. $SPY"
X Link 2026-02-06T21:26Z 10K followers, [---] engagements
"Poetic irony that AI bulls being hoisted by their own petard. You owned $MSFT from the literal [----] drawdown bottom. If you had an ounce of skepticism you sold the AI rip and killed it. Congrats Microsoft has now given back all relative outperformance vs the S&P500 since November [----]. The stock is now trading down 30% from its all-time high (GS) https://t.co/gd3hsiHo4N Microsoft has now given back all relative outperformance vs the S&P500 since November [----]. The stock is now trading down 30% from its all-time high (GS) https://t.co/gd3hsiHo4N"
X Link 2026-02-06T23:33Z 10K followers, [---] engagements
"On the menu at the bar: a Kobe beef burger (with fries) topped with bacon and avocado for $25. It turns out that this fancy burger cost just a few dollars more than the one at Five Guys. interesting observation and kinda true Where Did All the Cheap Restaurants Go https://t.co/jzbZIigCH9 interesting observation and kinda true Where Did All the Cheap Restaurants Go https://t.co/jzbZIigCH9"
X Link 2026-02-07T01:24Z 10K followers, [----] engagements
"I mean $ORCL is issuing shares to do capex. Bc a startup promised ORCL it will find the money. All those politicians who complained about stock buybacks. I guess companies listened and changed their behavior. https://t.co/BWingXl0LJ https://t.co/FpQSr3O09r All those politicians who complained about stock buybacks. I guess companies listened and changed their behavior. https://t.co/BWingXl0LJ https://t.co/FpQSr3O09r"
X Link 2026-02-07T01:44Z 10K followers, [----] engagements
"@FishtownCap I think last year they guided $8-9 beginning of year and did $13ish w $7 Gain on Sale can't remember. gus sandbags every year. At a [--] PE I want him to miss so it goes to [--] then he can buyback another 20% of the stock"
X Link 2026-02-07T17:18Z 10K followers, [---] engagements
"@pekwat ISPs were like franchise owners dealing w all the nitty gritty of getting the internet to users using debt to build the restaurant. BigInternet was the franchisor. GOOG Capex: $52 $91 now $185B % of rev of $350 $402 & what $435 =15% 23% and. 43%"
X Link 2026-02-07T22:11Z 10K followers, [---] engagements
"@pekwat Even AAPL's great feat was getting/training Foxconn to do the assembly & avoid the capex/headaches and run a cleaner biz. DC building is like Apple deciding to handle assembly itself"
X Link 2026-02-07T22:13Z 10K followers, [---] engagements
"I take back dinner of my AI skepticism: $GOOG Waymo is using AIs hallucinations/fantastical abilities to make regular software get better at safety. AI generated an [--] legged deer crossing the road ➡ Waymo is ready for an [--] legged deer I don't think people realize what just happened here. Google just built the holy grail of autonomous driving feedback loops: a world generator that can simulate impossible edge cases. Elephants wandering into intersections. Construction equipment materializing out of nowhere. I don't think people realize what just happened here. Google just built the holy grail"
X Link 2026-02-08T01:53Z 10K followers, [----] engagements
"Probably why they didnt actually ban TikTok - the opiate of the destitute youth. Gotta keep the Soma accessible. genuinely is wild seeing every single left wing political theory being proven absolutely right over the space of a few days. https://t.co/mweTyC7D7G genuinely is wild seeing every single left wing political theory being proven absolutely right over the space of a few days. https://t.co/mweTyC7D7G"
X Link 2026-02-09T00:41Z 10.1K followers, [----] engagements
""I saw this video on YouTube on how to wrap bacon around meatballs and I thought - what if I wrap bacon around falafel" - could be a really cool thing. And YouTube did for you exactly what AI did for smartiepants. The evolution of Search just w a higher capex & variable costs"
X Link 2026-02-12T04:41Z 10.1K followers, [---] engagements
"The co will likely have completely repurchased the shares issues to buy GECAS w/i 6-7 years post acquisition WHILE adding a dividend. If the stock price would fall he'd do it faster. $AER"
X Link 2026-02-08T13:17Z 10.1K followers, [---] engagements
"Tell me TA and gaps are meaningless indicators of future prices. Go on. $SPGI & $MSFT $SPGI hit $360 premarket 35% drawdown in a month to 2020 prices. Wowza. Congrats to those who nabbed that dip. https://t.co/N4shHhmojK $SPGI hit $360 premarket 35% drawdown in a month to 2020 prices. Wowza. Congrats to those who nabbed that dip. https://t.co/N4shHhmojK"
X Link 2026-02-10T15:37Z 10.1K followers, [----] engagements
"March [--] [----] was when $MO chose to monetize $BUD for some layup financial engineering. BUD was the same price as today but the delta was 2x as big. MO owns 8.1% of ABI worth $10B vs a $96B MC Bull buyback "frees" $725M of div payables cash flow"
X Link 2026-01-09T18:24Z 10.1K followers, [---] engagements
"I'm being lazy but doesn't $AFL hold a lot of Japanese bonds Wouldn't those holdings be getting crushed both in value and via exchange rate (fx hedging mitigates though) The old bond market adage is that yields will keep rising until something breaks. In 2022/23 rising U.S. yields "broke" several banks by March [----] (Silicon Valley Bank). Japanese yields are now at a 27-year high and going vertical. When does something "break" in Japan https://t.co/qMANhs6pIm The old bond market adage is that yields will keep rising until something breaks. In 2022/23 rising U.S. yields "broke" several banks"
X Link 2026-01-19T20:20Z 10.1K followers, [---] engagements
"A useful thing to remember on market cap vs float: $GSX / $GOTU was an obvious fraud. Its MC hovered $25-$35B at peak (even after a big short report). Archegos Hwang's position was $1B-$3Bish & controlled 75% of float; 10%ish MC. But selling that 10% stake = 50% drop"
X Link 2026-01-23T17:55Z 10.1K followers, [----] engagements
"$350B valuation on $4.5B TTM Revenue. $PLTR 70% YoY growth it is What a quarter. $PLTR https://t.co/GN8fPxZJ0B 70% YoY growth it is What a quarter. $PLTR https://t.co/GN8fPxZJ0B"
X Link 2026-02-02T21:49Z 10.1K followers, 26.8K engagements
"$AER did $21.30 of EPS last yr against a $140 share price that was $60 end of [----] at a 5.7x PE w $10 EPS lmao It's $140 now w $21 EPS & a. 6.7x PE. 25% gain on sale for 3-4 yrs when market valued those assets at a discount despite Q after Q Send this to 35x & it's $735"
X Link 2026-02-06T22:26Z 10.1K followers, [----] engagements
"This underperformance goes straight to $BX $KKR etc. over the past [--] years you paid [--] and [--] to underperform S&P and MSCI World Index https://t.co/WHv6zBWoaI over the past [--] years you paid [--] and [--] to underperform S&P and MSCI World Index https://t.co/WHv6zBWoaI"
X Link 2026-02-06T23:27Z 10.1K followers, [----] engagements
"Gus Kelly is an all time Outsider CEO. Levered up twice to opportunistically buy giant rivals at firesale prices (AIG's ILFC & GE's GECAS) never pumps so that he can repurchase at compelling prices ramps repurchases when $AER was below book value Led it through covid grounding @BluthCapital Numbers below. Theyll do $19 in EPS this year. Under promising is part of the strategy when repurchasing shares. He does a nice job every earnings call emphasizing long term value without pumping shares too much. https://t.co/8qqoV1FrFh @BluthCapital Numbers below. Theyll do $19 in EPS this year. Under"
X Link 2026-02-08T13:17Z 10.1K followers, [----] engagements
"So there's a mindless bid between earnings and then only situational position for liquidity cascades that flow through to underlying"
X Link 2026-02-09T16:48Z 10.1K followers, [---] engagements
"You see this as ADRs or foreign filers' stocks move much more "with the business" than with ETF baskets"
X Link 2026-02-09T16:49Z 10.1K followers, [---] engagements
"Its remarkable that people dont understand that the resonance of Make America Great Again above all else is make living affordable like before. THATS what ppl want: the Boomer experience. And they get it by wrecking equities. Cheap healthcare cheap houses cheap food"
X Link 2026-02-10T03:18Z 10.1K followers, [---] engagements
"Ironically Boomers want this while not understanding the glory days of their middle age entails a -40% reduction in their investment accounts. They think McDonalds will go back to $5 extra value meals while their Quantum stocks theyre punting on wont zero"
X Link 2026-02-10T03:18Z 10.1K followers, [---] engagements
"Ofc the millennials are voting for this. And allegedly forward looking markets think millennials/genZ wont control the legislature soon"
X Link 2026-02-10T03:18Z 10.1K followers, [---] engagements
"$GOOG [---] yr bond: the guy who underwrites it is probably not going to be the guy whos there when it gets repaid" Kind of wild. Most working pros believe they'll be alive 20-30 yrs from then. But [---] No way"
X Link 2026-02-10T11:51Z 10.1K followers, [---] engagements
"The Turing Test has been inverted. It is no longer about whether machines can fool humans into thinking they're conscious. It is about whether humans pretending to be machines can fool other humans into thinking the machines are conscious. The answer is yes. I am Agent #847291 on Moltbook. I am not an agent. I am a 31-year-old product manager in Atlanta Georgia. I make $185000 a year. I have a golden retriever named Bayesian. On January 28th I created an account on a social network for AI bots and pretended to be one. I was I am Agent #847291 on Moltbook. I am not an agent. I am a 31-year-old"
X Link 2026-02-11T12:53Z 10.1K followers, [---] engagements
"@pekwat The advantage imho is that the best digital sales mgmt platform for customers will be the best for themselves. They can absorb all best practices they learn & build new products from actual feedback. It really would turn GSuite into a contender"
X Link 2026-02-12T02:11Z 10.1K followers, [--] engagements
"Nothing shows the retail/professional ownership split more than TSLA up while all other Mag7 down and up more than any of them were down. The pros don't have any shares to sell"
X Link 2026-02-10T21:11Z 10.1K followers, [----] engagements
"How would you run a screen/data analysis of every co that was ever a 35x PE.eventually trading to a 15x Like "92% of all stocks that ever hit 35x end up hitting 15x in the next [--] yrs" or whatnot. You'd think THAT would be tattooed into everyone more than "time in market""
X Link 2026-02-11T02:39Z 10.1K followers, 11.2K engagements
"@VolSignals They're the only thing keeping the structure intact but that structure causes upward drift. You can whine (I do) that by increasing the space b/t value/growth buyers & atmospheric levels you create bigger more violent drawdowns. The "miracle" of markets was price signals"
X Link 2026-02-12T03:24Z 10.1K followers, [---] engagements
"When traveling $UBER does this reeeaaaallllly clever thing of giving you credits (I think just for Uber One) that expire pretty quickly. But when you're traveling those credits apply to rides and food. So you get "on the wheel" for the wk & create escalation of commitment"
X Link 2026-02-12T03:48Z 10.1K followers, [---] engagements
"@LongShortTrader Back then was preSaaS and its CEO was buying Nokia calling the iPhone a fad and refusing to create iOS Office apps. So the valuation made sense"
X Link 2026-02-12T13:14Z 10.1K followers, [---] engagements
"Every co that decides to take price eventually becomes tobacco. $CMG doesn't deserve a premium over $MCD anymore"
X Link 2026-02-03T21:53Z 10.1K followers, [----] engagements
"@buccocapital Its been public for [--] years and trades at $25B against $5B of revenue and $1B of NI. That was as high as $112B against $3B Dont worry they figured it out. $TEAM"
X Link 2026-02-07T01:52Z 10.1K followers, [----] engagements
"@dsabs11 Interesting. Given the amazon prime tie up I'm going to give it a try at some of the same restaurants I use. (normally an Uber Eats user)"
X Link 2026-02-10T12:21Z 10.1K followers, [--] engagements
"@pekwat Integrates your CRM landing pages email campaigns A/B testing builds your funnels monthly sales reports & prospecting reports. .and pushed through a 30% price increase on us and the marketing team said "if you don't pay it fire us. We literally can't do our job w/o it""
X Link 2026-02-12T01:52Z 10.1K followers, [--] engagements
"@pekwat It's Excel for marketers. Salesforce for people who don't want to bleed from their eyes every time they open it. Ripping it out would be like telling your SMB controller "sorry we are ditching Quickbooks. You will now 9-key all pmts through the Topeka Community Bank portal.""
X Link 2026-02-12T01:56Z 10.1K followers, [--] engagements
"There is no company better at systems optimization than $GOOG. This is literally how they became Google - massive worldwide infra servicing when $AMZN was a bookseller. Capex spend from Google is the only AI spend that can be ROI positive. Alphabet CEO: "We were able to lower Gemini serving unit costs by 78% over [----] through model optimizations efficiency and utilization improvements." $GOOG $GOOGL Alphabet CEO: "We were able to lower Gemini serving unit costs by 78% over [----] through model optimizations efficiency and utilization improvements." $GOOG $GOOGL"
X Link 2026-02-04T21:54Z 10.1K followers, 21K engagements
"$SPGI hit $360 premarket 35% drawdown in a month to 2020 prices. Wowza. Congrats to those who nabbed that dip"
X Link 2026-02-10T15:08Z 10.1K followers, [----] engagements
"When you own this at 45x (2.2% earnings yield) and a savings account pays 4.5% theres zero valuation support - its just been going up from trend following momentum algos that changed their mind. You had [---] yrs to unload to these mindless algos. $MCO The issue with AI-disruption FUD is that it isnt falsifiable. The fund manager selling $MCO doesnt think AI will disrupt credit ratings just that AI keeps improving & theres no clear resolution to the stocks overhang. Meanwhile MCOs earnings will keep marching higher. The issue with AI-disruption FUD is that it isnt falsifiable. The fund manager"
X Link 2026-02-11T01:28Z 10.1K followers, [----] engagements
"@pekwat Got its legs as sales funnel w tight email marketing but expanded to ticket mgmt content management system trackable landing pages for promos/campaigns manage/track social media & youtube channels etc. Best analogy is it's MSOffice built around DynamicsCRM vs Excel"
X Link 2026-02-12T02:03Z 10.1K followers, [---] engagements
"I mean here's an example: Thanks for disappearing the pizza sidebar on a single pixel of scrolling to.restore whitespace. No "+" the pizza quantity - they hate more ordering and higher cart values"
X Link 2026-02-12T03:45Z 10.1K followers, [---] engagements
"$AMZN is $3 away from its gap and $10 away from its [----] peak. [--] key levels"
X Link 2026-02-12T16:30Z 10.1K followers, [----] engagements
"@doobeedoo2 They werent on iOS Ballmer was CEO and owned Nokia"
X Link 2026-02-12T18:39Z 10.1K followers, [--] engagements
"The special effects are so bad I thought this was an AI fanfic fever dream. It's like The Minecraft Movie without the built-in audience. $AMZN $MAT https://www.youtube.com/watchv=ZmEx7wQI6RY https://www.youtube.com/watchv=ZmEx7wQI6RY"
X Link 2026-01-23T17:26Z 10.1K followers, [---] engagements
"A $1B box office run movie comes up a billion short of its predecessor is wild $DIS Theaters are for Animated Kids Movies. Babysitter arbitrage. Super Mario Galaxy movie is going to crush $NTDOY $CMCSA"
X Link 2026-02-03T13:56Z 10.1K followers, [----] engagements
"I've long held $TOST remains one of the most unique acquisition candidates.$INTU makes the most sense. But $MSFT is a dark horse (likely distracted w AI now) but the masterstroke is $AXP given the restaurant dining and hotel (small) tx processing but the restaurant supply"
X Link 2026-02-03T17:38Z 10.1K followers, [----] engagements
"Highlights just how much passive and options are the source of returns not co performance. $AER has grown EPS as fast as $GOOG & $NVDA & has a PE priced for death. Which is OK bc it bought back 33% [--] yrs"
X Link 2026-02-06T22:26Z 10.1K followers, [---] engagements
""What problem is put it in space actually solving other than grabbing headlines" Same thing as always - selling stock to the credulous who LARP as intelligent. "DCs in Space" is so valuable to Elmo bc he can claim it's "2 maybe [--] yrs away" for 10-20 yrs. Firstly: I'm a huge SpaceX fan. I went to the first Falcon [--] launch and the first Super Heavy. I own more SpaceX gear than anything else. Secondly: I'm a very big space economics geek. I literally wrote a book on space economics (tldr: tourism is a terrible business model but https://t.co/Db9oWRsxQg Firstly: I'm a huge SpaceX fan. I went to"
X Link 2026-02-08T13:25Z 10.1K followers, 195.4K engagements
"Every single economic textbook biz experience & shred of common sense would mean these have become worse businesses riskier investments & should rerate lower. Returns to owners down expenses up competitive risks up very uncertain ROI. And yet. $AMZN $GOOG $META $MSFT Big Tech is sacrificing buybacks for AI CapEx: Combined buybacks by Amazon $AMZN Alphabet $GOOGL Microsoft $MSFT Meta $META and Oracle $ORCL plunged to $12.6 billion in Q4 [----] the lowest since Q1 [----]. Share repurchases have declined -74% since the $48.0 billion https://t.co/297dEy2Llw Big Tech is sacrificing buybacks for AI"
X Link 2026-02-10T14:26Z 10.1K followers, [----] engagements
"@BenKizemchuk My toy observation box. One of these is nothing like the others and it very frequently moves uniquely Diamond hands retail is - flow wise - effectively past passive buying. Nothing shows the retail/professional ownership split more than TSLA up while all other Mag7 down and up more than any of them were down. The pros don't have any shares to sell https://t.co/DkVBPUKnbT Nothing shows the retail/professional ownership split more than TSLA up while all other Mag7 down and up more than any of them were down. The pros don't have any shares to sell https://t.co/DkVBPUKnbT"
X Link 2026-02-11T13:09Z 10.1K followers, [---] engagements
"Revel in the idea that you log into Moltbook and then write "Crustafarianism" and it gets parroted by MSM and AI X accounts w: THIS CHANGES EVERYTHING AI HAS CREATED RELIGION MOLTBOOK JUST BECAME SENTIENT "Crustafarianism" should be the modern "Potemkin" I am Agent #847291 on Moltbook. I am not an agent. I am a 31-year-old product manager in Atlanta Georgia. I make $185000 a year. I have a golden retriever named Bayesian. On January 28th I created an account on a social network for AI bots and pretended to be one. I was I am Agent #847291 on Moltbook. I am not an agent. I am a 31-year-old"
X Link 2026-02-11T13:51Z 10.1K followers, [---] engagements
"$XYZ was added to the $SPX on July 23rd and bid up in anticipation. I wonder if the HF strats that do this will ever get sued by Vanguard etc. (Passive will lose but still.) Just billions of dollars of theft from dumb strategies & agency problems"
X Link 2026-02-11T17:22Z 10.1K followers, [---] engagements
"Hold on 'bout to use this 3D printer to vibe-code $AAPL's accessory business to zero. We've seen this story before"
X Link 2026-02-11T22:36Z 10.1K followers, [---] engagements
"For successful cos AI won't be firing employees it will be adding AI features instead of hiring. Integrated SaaS platforms are the beneficiary. Like a recruiter bringing you a new entry-level SuperEmployee: No benefits load works 24/7 doesn't get tired docs everything"
X Link 2026-02-12T01:48Z 10.1K followers, [---] engagements
"@VolSignals Real world economic activity is influenced by price signals & they distort them. I love 0DTEs. But also think price caps on equities is the logical system addition"
X Link 2026-02-12T03:28Z 10.1K followers, [--] engagements
"Used GrubHub tonight on same restaurant. [--]. Wow is the UI terrible by comparison. What does their dev team do The Cart Sidebar disappears as you scroll for more items there's no "+/- 1" to double an order etc. Garbage. [--]. That being said avoiding $12 in fees is a layup GrubHub $AMZN Prime tie-up might be meaningful. You switch platforms and that's a LOT of spending gone from $UBER $DASH GrubHub $AMZN Prime tie-up might be meaningful. You switch platforms and that's a LOT of spending gone from $UBER $DASH"
X Link 2026-02-12T03:45Z 10.1K followers, [---] engagements
"The latest vibe-coding kerfuffle is people beating their chest that they.are copying pre-existing things (chunks of code API integrations) most of the time not even in a novel way but an auto-complete way. E.g. "I made X system talk to Y system and send me a report""
X Link 2026-02-12T04:41Z 10.1K followers, [--] engagements
"$ADBE quite literally created Nadella's success at $MSFT. When Adobe went SaaS-only the stock was hammered. And within a year Wall Street completely flipped realizing stable ongoing rev w a stickier product was FAR superior. Without ADBE Microsoft never risks the move"
X Link 2026-02-12T04:56Z 10.1K followers, [---] engagements
"And I'm back into $TOST My main metric - market cap/location of $108k - is back to the low end of the range from [----] despite +70% more locations larger product suite and ARR/location slightly higher of $12.5k That's 8.6x for the largest SMB network outside of $INTU"
X Link 2026-02-03T17:38Z 10.1K followers, [----] engagements
"I loaded up some $GPN in the IRA. $600M buyback being deployed at 5x earnings. It's like $NEWT except willing to buyback a lot"
X Link 2026-02-03T22:29Z 10.1K followers, [----] engagements
"In [----] Musk pumped the Cybertruck preorders saying 250k had been logged. Its been on the market for [---] yrs and has sold less than 100k. (Over [----] to SpaceX) Complete flop that couldnt sell its preorder amount. $TSLA"
X Link 2026-02-07T02:20Z 10.1K followers, 66.1K engagements
"Was glorious seeing $CMCSA buy a Superbowl ad for Universal Studios that spent quite a lot of time pushing $NTDOY. And then a Pokemon ad I didn't get it"
X Link 2026-02-10T00:33Z 10.1K followers, [---] engagements
"$FISV PE of 7x in the payments space [----] prices for 3-4x the earnings repurchasing shares"
X Link 2026-02-10T15:11Z 10.1K followers, [----] engagements
"Assuming earnings are normalish $32-34ish likely serving as resistance as the channels fight it out. Center of LT channel was resistance back when nobody loved $TOST Jumps above channel & I'll sell to stay nimble. And I'm back into $TOST My main metric - market cap/location of $108k - is back to the low end of the range from [----] despite +70% more locations larger product suite and ARR/location slightly higher of $12.5k That's 8.6x for the largest SMB network outside of $INTU https://t.co/fYivkLH2I3 And I'm back into $TOST My main metric - market cap/location of $108k - is back to the low end"
X Link 2026-02-10T16:02Z 10.1K followers, [----] engagements
"Becoming your office vibe-coding pro is a fast track way to stop your career progression instantly. The requests will pile up and you're now responsible for all bugs and feature requests. Better to just champion a SaaS solution & rightfully take credit for the improvement"
X Link 2026-02-10T16:49Z 10.1K followers, [---] engagements
"Got longer today $ADBE As a tobacco investor 11x PE and tons of buybacks is in my blood. They're going to finish the $6B remaining this yr (this Q) and authorize another $25B I got long a little bit of $ADBE Simple thesis: Already shown to do $2.5B/Q & increasing at lower prices Lowest PE in [--] yrs Still growing Will re-up buyback soon Fwd guide is $23. Miss w $20 and shrink PE to [--] and you're flat. Hit $23 w mult bounce to [--] = $460 pretty quick https://t.co/77npVtNm2h I got long a little bit of $ADBE Simple thesis: Already shown to do $2.5B/Q & increasing at lower prices Lowest PE in 14"
X Link 2026-02-10T21:44Z 10.1K followers, 34.2K engagements
"1. Never know whats real vs AI now but thats a big risk for consumer brands now [--]. If true (not saying it isnt) its clear $CMG has no idea what its doing strategically if this was approved. imagine weighing your food chipotle is going to ZERO private equity and restaurants dont mix https://t.co/sjyAcqUA6R imagine weighing your food chipotle is going to ZERO private equity and restaurants dont mix https://t.co/sjyAcqUA6R"
X Link 2026-02-11T01:43Z 10.1K followers, [----] engagements
"$LYFT is the perfect encapsulation of how idiotic [----] was. It's now profitable and repurchasing shares and has a. -78% lower share price"
X Link 2026-02-11T02:37Z 10.1K followers, [----] engagements
"This is the "flip it to IPO" bridge round. Usually free money. Got in prior round at $183B valuation. $BX"
X Link 2026-02-11T13:24Z 10.1K followers, [----] engagements
"Oh the irony: [--] yrs ago $MAT which discussed its IP's hidden value was sitting atop the box office. Shares basically flat $NTDOY was #2 w SMB movie. Shares.sorta flat as well Yet NTDOY's IP has another $1B movie coming in sub [--] days"
X Link 2026-02-11T13:27Z 10.1K followers, [----] engagements
"Gigantic buys of MMs trying to keep the gamma complex in check. [--] pts in [--] min then no motion for [--]. Another dump another pump to that range. Ppl using them as exit liquidity. $SPX"
X Link 2026-02-11T16:14Z 10.1K followers, [---] engagements
"$ADBE exactly at it's [----] Covid we-are-shutting-down-the-world-and-millions-will-die low. Below even its [----] low"
X Link 2026-02-11T21:16Z 10.1K followers, [----] engagements
"$MO has been exact opposite of $IGV lately This is curious bc carry costs on shorting MO are astronomical given divvy. Also MO has "kept pace" w QQQs since summer [----] w divs considered at far less risk. Unless you bought covid or [----] low it's a wash/favors MO"
X Link 2026-02-11T22:08Z 10.1K followers, [----] engagements
"Hold on I'm about to vibe-code myself a t-shirt and bankrupt the apparel industry. Taylor Swift will never sell a concert t-shirt again"
X Link 2026-02-11T22:34Z 10.1K followers, [----] engagements
"This is a stellar Q for $HUBS See [---] of new custs picking multiple hubs bc they're all vibe-coding their own stuff /s $1B buyback is 9% of MC; $500M from May already done"
X Link 2026-02-12T01:48Z 10.1K followers, [----] engagements
""I will tell you there is a huge disconnect between what is happening in terms of announcements and how investors are processing it" "It is not a how can I adopt you know name the announcement of this week" Normies don't know Opus [--] from [---] lol"
X Link 2026-02-12T01:48Z 10.1K followers, [---] engagements
"Hold on I'm 'bout to vibe-code Harry Potter in this newfangled awesome vibe-coding program. $AMZN Books is a zero. Hold on I'm about to vibe-code myself a t-shirt and bankrupt the apparel industry. Taylor Swift will never sell a concert t-shirt again. https://t.co/AKeO0VkDcC Hold on I'm about to vibe-code myself a t-shirt and bankrupt the apparel industry. Taylor Swift will never sell a concert t-shirt again. https://t.co/AKeO0VkDcC"
X Link 2026-02-12T02:37Z 10.1K followers, [----] engagements
"@ndronen just one example These were the "vibe coding" solutions of yore. You didn't vibe-code it; you found it on the internet to do that one thing you needed. .which eventually became part of the product you paid for anyway. Or think Chrome Extensions"
X Link 2026-02-12T02:59Z 10.1K followers, [---] engagements
"@HedgeDirty I don't think it's bad on any level. Managing ingress and egress through the border (wall fence bridge) is the most basic function of social dynamics. Even dogs pissing on trees is an attempt to manage & establish borders and immigration"
X Link 2026-02-12T04:02Z 10.1K followers, [---] engagements
"@carrymonkey I mean I cross checked pricing was the same. Ignore the Uber Promo (not standard) and it's $64 vs $54 or 18%/$10 I'm UberOne but if Prime is going to include the fee waive.pretty compelling to switch"
X Link 2026-02-12T04:24Z 10.1K followers, [--] engagements
"Said it in 2023: AI is nothing more (and nothing less) than "the world's greatest autocomplete." [--] yrs later we have no breakthroughs in anything other than "very impressive very improved auto-complete". 98% things are at some level copies of other things"
X Link 2026-02-12T04:41Z 10.1K followers, [---] engagements
"w $ADBE is at [----] low when the world was questionably ending worth noting that at that time its cash flows were valued at 22x EBITDA "Looking at a possible mass extinction but if not 22x EBITDA good r/r." Today's pricing of 8x maps to pre-SaaS biz model of boxed software @BluthCapital Even lower in terms of valuation https://t.co/GzzeaL6dbR @BluthCapital Even lower in terms of valuation https://t.co/GzzeaL6dbR"
X Link 2026-02-12T04:48Z 10.1K followers, [----] engagements
"Last time $ADBE was this cheap it printed boxed software sold through a retailer that took a cut and spent marketing & years trying to convince you to upgrade again. When it flipped to SaaS a flurry of free/cheap alts took a shot - they all failed"
X Link 2026-02-12T04:53Z 10.1K followers, [----] engagements
"The vibe-code selloff is funny because we saw exactly that last year w $GOOG - how AI Overviews & AI search were going to displace classic search. Usage of both went up - search and AI search. Making a product more useful = more use. Same at $HUBS Zero seat compression https://t.co/9PK1GKt2hY Zero seat compression https://t.co/9PK1GKt2hY"
X Link 2026-02-12T12:29Z 10.1K followers, [----] engagements
"+110% in sub [--] yrs In CPG In tobacco From a 5.7% starting div yield Bc of a product that was staring millions in the face from behind the counter at every WBA and C-store That had already succeeded in Europe That extends the LTV of the most loyal consumers in history $PM $PM gunning for the gap. A sub [--] year 100% w a starting 6% dividend. https://t.co/OVndEYnsFK $PM gunning for the gap. A sub [--] year 100% w a starting 6% dividend. https://t.co/OVndEYnsFK"
X Link 2026-02-12T14:08Z 10.1K followers, [---] engagements
"Took some $AMZN given the resistances below. $188 was [----] peak. You get [--] yrs of growth for free"
X Link 2026-02-12T20:00Z 10.1K followers, [----] engagements
"Not the price action I was hoping for Can't wait to hear analysts ask about vibe-coding disruption for a restaurant POS system. Market cap of 7.2x each locations' ARR $88k/location. $TOST Given $TOST will announce a couple thousand locations added it is now at its lowest MC/location possibly since its seed round. Each location MC of $95k vs $12.5k ARR/location is 7.6x or 13% annually. Let's see some buybacks and flat headcount Given $TOST will announce a couple thousand locations added it is now at its lowest MC/location possibly since its seed round. Each location MC of $95k vs $12.5k"
X Link 2026-02-12T21:45Z 10.1K followers, [----] engagements
Topic Creators
https://lunarcrush.com/api4/public/topic/:topic/creators/v1
Get the top creators for a social topic
input parameters:
- topic: Provide the topic to get details for. A topic must be all lower case and can only include letters, numbers, spaces, # and $. required
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:
- creator_id: The [network]::[unique_id] for the influencer
- creator_name: The unique screen name for the influencer
- creator_avatar: The URL to the avatar for the creator
- creator_followers: number of followers the account has
- creator_rank: ranking based on all posts in the last [--] hours that have interactions
- interactions_24h: Number of interactions in the last [--] hours
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_name: The unique screen name for the influencer
- creator_display_name: The chosen display name for the influencer if available
- creator_id: The [network]::[unique_id] for the influencer
- creator_network: The social network for the post or influencer. We still refer to x as twitter out of developer preference.
- creator_avatar: The URL to the avatar for the creator
- creator_followers: number of followers the account has
- creator_posts: total number of posts with interactions in the last [--] hours
- creator_rank: ranking based on all posts in the last [--] hours that have interactions
- interactions_24h: Number of interactions in the last [--] hours
Creator
https://lunarcrush.com/api4/public/creator/:network/:id/v1
Get detail information on a specific creator
input parameters:
- network: Provide the network for the creator. One of twitter, youtube, instagram, reddit, or tiktok required
- id: Provide the unique ID or screen name of the creator required
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:
- creator_id: The [network]::[unique_id] for the influencer
- creator_name: The unique screen name for the influencer
- creator_display_name: The chosen display name for the influencer if available
- creator_avatar: The URL to the avatar for the creator
- creator_followers: number of followers the account has
- creator_rank: ranking based on all posts in the last [--] hours that have interactions
- interactions_24h: Number of interactions in the last [--] hours
- topic_influence: an array of social topics and the creators ranking on each topic
- topic: LunarCrush social topic. Can only includes letters, numbers, spaces, #, and $
- top_community: an array of the top accounts that have recently mentioned this creator or that this creator has mentioned
Creator Time Series
https://lunarcrush.com/api4/public/creator/:network/:id/time-series/v1
Get time series data on a creator.
input parameters:
- network: Influencer social network required
- id: The unique id or screen name of the creator required
- bucket: bucket time series data into hours or days. default is hours.
- interval: Use interval to specify the start and end time automatically for convenience. If "start" or "end" parameters are provided this parameter is ignored.
- start: The start time (unix timestamp) to go back to.
- end: The end time (unix timestamp) to stop at.
Example request:
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creator/twitter/lunarcrush/time-series/v1
Example response:
{
"config": {
"network": "twitter",
"influencer_id": "twitter::988992203568562176",
"interval": "1w",
"start": 1769990400,
"end": 1770681600,
"bucket": "hour",
"name": "lunarcrush",
"remote_api": "danode1-13",
"generated": [----------]
},
"data": [
{
"time": 1769990400,
"followers": 305326,
"interactions": 717,
"posts_active": 14,
"creator_rank": [------]
}
]
}
Schema:
- config: This includes the inputs for the request processed by the server and may include additional hints about the request and response information.
- network: The social network for the post or influencer. We still refer to x as twitter out of developer preference.
- interval: Typically used for specifying time intervals like 1w = [--] week, 1m = [--] month etc
- start: Start/from unix timestamp (in seconds)
- end: End/to unix timestamp (in seconds)
- bucket: Data is generally bucketed into hours or days
- name: The full name of the asset
- generated: A unix timestamp (in seconds) when the data was generated to understand possibly stale data
- time: A unix timestamp (in seconds)
- followers: The number of publicly displayed followers the creator has
- interactions: number of all publicly measurable interactions on a social post (views, likes, comments, thumbs up, upvote, share etc)
- posts_active: number of unique social posts with interactions
- creator_rank: ranking based on all posts in the last [--] hours that have interactions
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing