#  @CapstackCapital Rightsized CapStack Capital
Rightsized CapStack Capital posts on X about $shim, $iehc, $nnbr, ai the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
### Engagements: [-----] [#](/creator/twitter::1151500007129800707/interactions)

- [--] Week [----------] +235,434%
- [--] Month [----------] +63,496%
- [--] Months [----------] +19,098%
- [--] Year [----------] +157,054%
### Mentions: [--] [#](/creator/twitter::1151500007129800707/posts_active)

- [--] Week [--] +60%
- [--] Month [---] +91%
- [--] Months [---] +82%
- [--] Year [---] +492%
### Followers: [-----] [#](/creator/twitter::1151500007129800707/followers)

- [--] Week [-----] +0.93%
- [--] Month [-----] +6.30%
- [--] Months [-----] +62%
- [--] Year [-----] +323%
### CreatorRank: [---------] [#](/creator/twitter::1151500007129800707/influencer_rank)

### Social Influence
**Social category influence**
[stocks](/list/stocks) 32.67% [finance](/list/finance) 18.81% [cryptocurrencies](/list/cryptocurrencies) 12.87% [technology brands](/list/technology-brands) 2.97% [financial services](/list/financial-services) 2.97% [countries](/list/countries) 1.98% [musicians](/list/musicians) 0.99% [travel destinations](/list/travel-destinations) 0.99% [gaming](/list/gaming) 0.99% [automotive brands](/list/automotive-brands) 0.99%
**Social topic influence**
[$shim](/topic/$shim) #2, [$iehc](/topic/$iehc) 7.92%, [$nnbr](/topic/$nnbr) 6.93%, [ai](/topic/ai) 6.93%, [in the](/topic/in-the) 6.93%, [$cr](/topic/$cr) 5.94%, [$aaoi](/topic/$aaoi) 5.94%, [$acnt](/topic/$acnt) 4.95%, [$tic](/topic/$tic) 4.95%, [business](/topic/business) 4.95%
**Top accounts mentioned or mentioned by**
[@resourcebull](/creator/undefined) [@mishapmergers](/creator/undefined) [@everyonehatesp1](/creator/undefined) [@ldiscernment](/creator/undefined) [@agilejro](/creator/undefined) [@scroogecap](/creator/undefined) [@smizonx](/creator/undefined) [@mudlarkcapital](/creator/undefined) [@infowolff69](/creator/undefined) [@hedgeyetech](/creator/undefined) [@groundworkhq](/creator/undefined) [@latentsignal](/creator/undefined) [@wallfacerluoji](/creator/undefined) [@notthefakednp](/creator/undefined) [@kvistp](/creator/undefined) [@mmatt14](/creator/undefined) [@mrcagr5yr](/creator/undefined) [@big10bruin](/creator/undefined) [@wccsg](/creator/undefined) [@csgucla](/creator/undefined)
**Top assets mentioned**
[Crane Holdings, Co. (CR)](/topic/$cr) [Applied Optoelectronics, Inc. (AAOI)](/topic/$aaoi) [Acuren Corporation (TIC)](/topic/$tic) [QXO, Inc. Common Stock (QXO)](/topic/$qxo) [AC Milan Fan Token (ACM)](/topic/$acm) [Bowman Consulting Group Ltd. (BWMN)](/topic/$bwmn) [Vertiv Holdings Co (VRT)](/topic/$vrt) [MobileCoin (MOB)](/topic/$mob) [Microsoft Corp. (MSFT)](/topic/$msft) [ContextLogic Inc. (LOGC)](/topic/$logc) [Owens Corning (OC)](/topic/$oc) [WIX.com Ltd. (WIX)](/topic/$wix) [IES Holdings, Inc. Common Stock (IESC)](/topic/$iesc) [EMCOR Group, Inc. (EME)](/topic/$eme) [Comfort Systems USA, Inc. (FIX)](/topic/$fix) [CatCoin (CAT)](/topic/$cat) [GE Vernova Inc. (GEV)](/topic/$gev) [WaterBridge Infrastructure LLC (WBI)](/topic/$wbi) [Boise Cascade Company (BCC)](/topic/$bcc) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [America Party (AP)](/topic/$ap) [Builders FirstSource, Inc. (BLDR)](/topic/$bldr) [Encore Wire Corp (WIRE)](/topic/$wire) [United Rentals, Inc. (URI)](/topic/$uri) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Duolingo, Inc. (DUOL)](/topic/$duol) [Everus Construction Group, Inc. (ECG)](/topic/$ecg) [Sterling Infrastructure, Inc. Common Stock (STRL)](/topic/$strl) [Primoris Services Corporation (PRIM)](/topic/$prim) [Johnson Controls International, PLC. (JCI)](/topic/$jci) [Quanta Services Inc (PWR)](/topic/$pwr) [Baker Hughes Co (BKR)](/topic/$bkr) [Cognex, Corp. (CGNX)](/topic/$cgnx) [Alliance Laundry Holdings Inc. (ALH)](/topic/$alh) [BlueLinx Holdings Inc. (BXC)](/topic/$bxc) [Advanced Energy Industries Inc (AEIS)](/topic/$aeis)
### Top Social Posts
Top posts by engagements in the last [--] hours
"@resourcebull I just initiated a position in $ACNT. A smaller position but used the proceeds from my $CNRD that I sold today. Hope to add a lotmore"
[X Link](https://x.com/CapstackCapital/status/2018390072085594412) 2026-02-02T18:24Z [----] followers, [---] engagements
"Seems like Kid Rock is the Bad Bunny of country / rednecks"
[X Link](https://x.com/CapstackCapital/status/2020682461077025279) 2026-02-09T02:13Z [----] followers, [---] engagements
"Just sold all of my $CECO @ $73.285 or 3.2x MOIC. I will take it. While I love the Co. & mgmt and their performance the market had pulled forward significant growth expectations expectations that even on a far looking forward basis would still imply valuation that is just too frothy and results in immense achievability risk. I would love to re-enter $CECO. And will no doubt still follow the company. S/o to @MishapMergers for co-investing with me since the start back at $23"
[X Link](https://x.com/CapstackCapital/status/2020973127157633489) 2026-02-09T21:28Z [----] followers, [---] engagements
"Very long U.S. A&D especially missile supply chain. Given the current stockpile and need for replenishment and current next-gen missile programs underway to replace existing platforms I continue believe there is an incredible opportunity. $CR $MPTI $IEHC JUST IN - Pentagon pushes to double missile production to prepare for potential conflict with China WSJ JUST IN - Pentagon pushes to double missile production to prepare for potential conflict with China WSJ"
[X Link](https://x.com/CapstackCapital/status/1972646656811364557) 2025-09-29T12:56Z [----] followers, [----] engagements
"@ScroogeCap $WIRE was bought out by Prysmian $PRYMF $PRYMY $PRY.MI"
[X Link](https://x.com/CapstackCapital/status/1981028797513130255) 2025-10-22T16:04Z [----] followers, [---] engagements
"@LDiscernment I came across $LOGC and am actually really interested in $LOGC but I would have to make sure theres no conflict of interest at work"
[X Link](https://x.com/CapstackCapital/status/2011217380236808620) 2026-01-13T23:22Z [----] followers, [---] engagements
"@LDiscernment Dont tease me like thatπ. Love the $LOGC writeup"
[X Link](https://x.com/CapstackCapital/status/2012292415596490819) 2026-01-16T22:34Z [----] followers, [---] engagements
"@agilejro @smizonx You are right A deal for $OC would definitely make them an instant leader and in markets with major tailwinds. Congrats on the $URI returns"
[X Link](https://x.com/CapstackCapital/status/2015944700134379533) 2026-01-27T00:27Z [----] followers, [---] engagements
"@resourcebull Lmao. So a true ShitCo"
[X Link](https://x.com/CapstackCapital/status/2018080002382741892) 2026-02-01T21:52Z [----] followers, [---] engagements
"@resourcebull 100% agree. Doesn't get more heavily indebted industrial ShitCo than $NNBR"
[X Link](https://x.com/CapstackCapital/status/2018750555800117713) 2026-02-03T18:16Z [----] followers, [---] engagements
"Bear in mind I know damn near diddly squat on vibe coding. Though I had $WIX Base44 build a website/app for users to build a FCFF model"
[X Link](https://x.com/CapstackCapital/status/2019525018259190079) 2026-02-05T21:34Z [----] followers, [---] engagements
"LMAOOOO $HIMS & $DUOL. AntonioGPT Pro. Dude I cant even. I am laughing so hard. #COOKED"
[X Link](https://x.com/CapstackCapital/status/2020243653336428563) 2026-02-07T21:09Z [----] followers, [---] engagements
"@MudlarkCapital Thank you Todd Gleason is def a π"
[X Link](https://x.com/CapstackCapital/status/2021312179576664157) 2026-02-10T19:55Z [----] followers, [--] engagements
"The best ways to play AI continue to be pick n shovel plays for utility services data center maintenance etc. or other suppliers to data center infrastructure $TIC $WLDN $BWMN $ECG $IESC $STRL $EME $PRIM $PWR $FIX $VRT $JCI $CAT $GEV"
[X Link](https://x.com/CapstackCapital/status/1971717316431040663) 2025-09-26T23:23Z [----] followers, [----] engagements
"I understand that $LBI and $WBI (claim to) own / utilize low pore space in the Permian which maybe true now but its certainly a medium-term and longer-term risk to consider especially headline risk and maybe regulatory risk. The counter argument is that well they already have a large amount of space and any increase in regulation would make that space that much more valuable. IMO thats a valid counter argument but when a problem becomes large enough and theres sufficient pushback do permits get revoked Further reduce how much can be injected Communities can love Drill Baby Drill but that can"
[X Link](https://x.com/CapstackCapital/status/2004538825222045986) 2025-12-26T13:04Z [----] followers, [----] engagements
"$CR crossing $200 is amazing. Its been on a great streak recently: π Closed the PSI acquisition from $BKR which adds product breadth to both segments and boosts nuclear-related solutions π Nuclear has been on a tear recently with a slew of mega-deal PPAs being signed for AI infra (Data Centers) and $CR has good exposure to the segment. π Recent geopolitical instability + Trump tweeting about wanting the DoD budget at $1.5T notable given $CR has big defense exposure especially to next-gen defense technology that the primes are developing / testing / deploying. Still love the stock and"
[X Link](https://x.com/CapstackCapital/status/2009661038367490339) 2026-01-09T16:18Z [----] followers, [---] engagements
"$CGNX has a great tech stack and powerful tailwinds from on-shoring manufacturing and industrial automation / robotics. The Company provides machine learning (ML) solutions that capture & analyze visual info to automate the manufacturing and tracking of discrete items among other things. My issue with stock not the Company is the valuation. 31x LTM EBITDA (27x FY26) is very expensive. Seems as though a lot of growth is priced in to the valuation. This is despite the stock being a very weak performer the last [--] years (-55%) though it is +8% YTD and near 52wk highs. I like the Company and its"
[X Link](https://x.com/CapstackCapital/status/2013953346739003678) 2026-01-21T12:34Z [----] followers, [---] engagements
"Made some moves today. The other day I sold my $ALH much to my chagrin. I do believe $ALH will be a long-term compounder of capital but there were some other opportunities I saw. The last couple days I have been building a position in $NNBR. I also purchased some $MOB today and more $BOSC. https://twitter.com/i/web/status/2014016361127698673 https://twitter.com/i/web/status/2014016361127698673"
[X Link](https://x.com/CapstackCapital/status/2014016361127698673) 2026-01-21T16:44Z [----] followers, [---] engagements
"I have said for a while I wouldnt be shocked if $QXO next M&A targets were either $BCC or $BXC. Though US LBM is an interesting asset as well. Even more recently theres been analyst expectations that QXO goes after a lumber yard which makes sense. CLAUDE (sonnet 4.5) I'll search for information about QXO and their acquisition strategy. Based on my analysis of QXO and all available information here are my top [--] predictions for their next acquisition: Top [--] Most Likely Acquisition Targets [--]. BlueLinx Holdings (Most CLAUDE (sonnet 4.5) I'll search for information about QXO and their acquisition"
[X Link](https://x.com/CapstackCapital/status/2015762133816836098) 2026-01-26T12:21Z [----] followers, [---] engagements
"I would just like to say one word: Crane Thats it. $CR"
[X Link](https://x.com/CapstackCapital/status/2015905318492844296) 2026-01-26T21:50Z [----] followers, [---] engagements
"$CR out with another stellar earnings. Sad to see Max Mitchell step down to become Chair but have the utmost confidence in Alex to keep this train chugging along. I would just like to say one word: Crane Thats it. $CR I would just like to say one word: Crane Thats it. $CR"
[X Link](https://x.com/CapstackCapital/status/2015905516770193901) 2026-01-26T21:51Z [----] followers, [---] engagements
"@InfoWolff69 @HedgeyeTech Youre not under the radar if you stock price gained 147% over the LTM and makes up the majority of the 165% return over the past [--] years. $AEIS"
[X Link](https://x.com/CapstackCapital/status/2021384724476735898) 2026-02-11T00:44Z [----] followers, [--] engagements
"@Groundwork_HQ Oh I bet he is. Those toys are so fun π The inner child never dissipates I do too. I just love good ole fashioned industrials"
[X Link](https://x.com/CapstackCapital/status/2021718815201964258) 2026-02-11T22:51Z [----] followers, [--] engagements
"@resourcebull @latent_signal lol a 5x off a $11bn market value thats a hard one to pull off"
[X Link](https://x.com/CapstackCapital/status/2021735905610891294) 2026-02-11T23:59Z [----] followers, [--] engagements
"@Wallfacer_LuoJi $CCSI"
[X Link](https://x.com/CapstackCapital/status/2021776267243106318) 2026-02-12T02:39Z [----] followers, [----] engagements
"I vibe-coded a finance app today using $WIX Base44 to see how good the service is. Ngl its pretty solid - Im pretty impressed"
[X Link](https://x.com/CapstackCapital/status/2019504431398519184) 2026-02-05T20:12Z [----] followers, [---] engagements
"$AAOI Heres what each company does in AI. https://t.co/teicBpG7ak Heres what each company does in AI. https://t.co/teicBpG7ak"
[X Link](https://x.com/CapstackCapital/status/2020525728123564061) 2026-02-08T15:50Z [----] followers, [---] engagements
"RT @notthefakeDNP: Ryan Day is the head of Ohio States gynecology"
[X Link](https://x.com/anyuser/status/2021355109767434275) 2026-02-10T22:46Z [----] followers, [--] engagements
"By taking & completing the free courses offered by $AMZN $GOOGL $GOOG $MSFT that teach you how to code and do AI things so you they can be re-assigned to different parts of the organization and into jobs that have higher pay. Cmon man think. Amazon says that its going to replace [------] workers with robots. Other companies are moving in the same direction. How will working families feed their kids and pay their bills Weve got to fight back. Amazon says that its going to replace [------] workers with robots. Other companies are moving in the same direction. How will working families feed their"
[X Link](https://x.com/CapstackCapital/status/2021364328881062192) 2026-02-10T23:23Z [----] followers, [---] engagements
"Purchased a fair amount of $AP today @ $7.60 (wtd avg.) Was originally going to buy in early December25. The catalysts were on the wall and had incredibly high conviction then but opted not to. Shame on me. Im in now with some of my $CECO proceeds. Still have lots of conviction in $AP with several catalysts / drivers to drive here in the medium term and longer-term. https://twitter.com/i/web/status/2021386344128233670 https://twitter.com/i/web/status/2021386344128233670"
[X Link](https://x.com/CapstackCapital/status/2021386344128233670) 2026-02-11T00:50Z [----] followers, [---] engagements
"RT @kvistp: The CEOs of Visa and Mastercard calling Trump's foreign policy office"
[X Link](https://x.com/anyuser/status/2021405213744095646) 2026-02-11T02:05Z [----] followers, [----] engagements
"For the record - fuck Crescent for acquiring First Eagles BDC. Private markets are consolidating. Big alternative managers are buying smaller specialist firms. They want everything in one place: insurance credit real assets and secondaries. Funds are turning into giant capital platforms. https://t.co/1sQD4PFwYH Private markets are consolidating. Big alternative managers are buying smaller specialist firms. They want everything in one place: insurance credit real assets and secondaries. Funds are turning into giant capital platforms. https://t.co/1sQD4PFwYH"
[X Link](https://x.com/CapstackCapital/status/2021690350134239455) 2026-02-11T20:58Z [----] followers, [---] engagements
"Appears $CR is getting a lift today from reports that $MSFT is testing high-temperature superconductor (HTS) cables to move more power through data centers with less loss. HTS cables are cooled to cryogenic temperatures by wrapping them in a layer that surrounds it with liquid nitrogen. $CR has been beefing up its cryogenic solutions recently. Mgmt has verbally been very bullish on its cryogenic solutions and market outlook. Definitely something to keep an eye on here. Microsoft is testing high-temperature superconductor (HTS) cables to move more power through AI datacenters with less loss"
[X Link](https://x.com/CapstackCapital/status/2021958900564590640) 2026-02-12T14:45Z [----] followers, [---] engagements
"RT @MMatt14: mommy someone copied my plagarizor9000"
[X Link](https://x.com/CapstackCapital/status/2022421887557796308) 2026-02-13T21:25Z [----] followers, [----] engagements
"$ACM spin-off $SHIM is better. TAMIM Global Equities High Conviction on AECOM $ACM US Thesis: AECOM is a leading infrastructure consulting firm poised for growth with strong revenue expanding margins and a robust balance sheet benefiting from increased global infrastructure spending. (From their Q325 https://t.co/K8Vpb4MzHO TAMIM Global Equities High Conviction on AECOM $ACM US Thesis: AECOM is a leading infrastructure consulting firm poised for growth with strong revenue expanding margins and a robust balance sheet benefiting from increased global infrastructure spending. (From their Q325"
[X Link](https://x.com/CapstackCapital/status/2004328758652920022) 2025-12-25T23:09Z [----] followers, [---] engagements
"Its rewarding to see the market begin to notice $SHIM. The play on Shimmick is so simple. Here it is: When $SHIM went public a couple years ago as it was spun out of $ACM it was to quote Kamala Harris burdened by what has been which were these immensely unprofitable contracts. Now when it was part of $ACM these contracts made sense from a higher level for relationships cross-selling solutions etc. and are profitable in the bigger picture. Though for the SpinCo ( $SHIM) on its own they are so unprofitable gross margins are negative on them. And since the spin-off management has been re-pricing"
[X Link](https://x.com/CapstackCapital/status/2009649937407959384) 2026-01-09T15:34Z [----] followers, [----] engagements
"$QXO Jacobs continues to hoard capital after the recent Apollo deal and now an equity raise for $750mm. Seems like a big deal could be coming or maybe a couple mid-sized. Either way the $APO debt requires a deal to be done by mid-2026 which is def doable and thus a deal would have to be announced in the near future. Ive said before could it be $BCC or another lumberyard $QXO Stock Offering Details: On January [--] [----] QXO Inc. announced an underwriting agreement to sell [--------] shares of its common stock at $23.80 per share expecting net proceeds of about $750 million. The Underwriter also"
[X Link](https://x.com/CapstackCapital/status/2013595683572297857) 2026-01-20T12:53Z [----] followers, [----] engagements
"Worth noting that $CRS can have insane operating leverage on volume gains. $CRS: Aerospace-grade superalloy scarcity has pushed Specialty Alloys margins to a record 32% in Q1 FY26. Guidance implies FY26 operating income of $660$700M but the stock prices in a long cycle at 34x fwd P/E. Athens expansion could add high-ROIC capacity into peak demand. https://t.co/50flH2um3B $CRS: Aerospace-grade superalloy scarcity has pushed Specialty Alloys margins to a record 32% in Q1 FY26. Guidance implies FY26 operating income of $660$700M but the stock prices in a long cycle at 34x fwd P/E. Athens"
[X Link](https://x.com/CapstackCapital/status/2014786740465148267) 2026-01-23T19:46Z [----] followers, [---] engagements
"I initiated a smaller spec / tracker position in $MOB last week - an intriguing name for the long-term imo. I went on a rant last week on here about how I think ultimately drones might just become commodities. But I think the software / cybersecurity aspect is something that could have a durable advantage. https://twitter.com/i/web/status/2018088164397645922 https://twitter.com/i/web/status/2018088164397645922"
[X Link](https://x.com/CapstackCapital/status/2018088164397645922) 2026-02-01T22:24Z [----] followers, [---] engagements
"I am excited for the Forgent $FPS IPO. Though given the nature of the biz and end markets valuation will come into play. I expect demand to be through the roof so itll be interesting to see where the bankers price it. Anyone close to the electrical equipment industry know why some players have been able to deliver faster lead times This seems pretty material. From the upcoming IPO Forgent S-1 "According to BCE our lead times for substation transformers eHouses medium voltage switchgear https://t.co/X7U7QMtVqD Anyone close to the electrical equipment industry know why some players have been"
[X Link](https://x.com/CapstackCapital/status/2018405423276044417) 2026-02-02T19:25Z [----] followers, [----] engagements
"Been pounding the table on $SHIM since I bought it back in November [----]. Its rewarding to see the market begin to notice $SHIM. The play on Shimmick is so simple. Here it is: When $SHIM went public a couple years ago as it was spun out of $ACM it was to quote Kamala Harris burdened by what has been which were these immensely unprofitable Its rewarding to see the market begin to notice $SHIM. The play on Shimmick is so simple. Here it is: When $SHIM went public a couple years ago as it was spun out of $ACM it was to quote Kamala Harris burdened by what has been which were these immensely"
[X Link](https://x.com/CapstackCapital/status/2019211938383949901) 2026-02-05T00:50Z [----] followers, [----] engagements
"The price per share is irrelevant at face value. What matters are the forecasts and the valuation that derives a value per share. At $265mm MV and practically zero revenue the market is pricing in a lot of growth. I do like $INV and agree with its tailwinds and growth to which it is expected to ramp nicely in FY26 & FY27. Revenue is only expected to grow to $40mm in FY27 per CIQ. There is significant risk from both the execution & achievability perspectives. The recent investments from strategics ( $JCI 2x; $LR.PA $LGRVF Legrand) are great signs and same with the $EQIX situation. But mgmt"
[X Link](https://x.com/CapstackCapital/status/2021209783722786965) 2026-02-10T13:08Z [----] followers, [---] engagements
"In Q425 $AP had a UK steel business that was consistently a $7mm hit to profitability and had a fair amount of debt was thrust in BK. Mgmt expects a $7mm EBITDA uplift from it. The production is being shifted to their Nordic facility which is expected to really increase utilization (efficiency) that is expected to more than offset a marginal decline in revenue since the facility does not produce all of the same products the UK facility did. On top of that a structural mix shift to higher margin products in the Air & Liquid cooling / Handling segment will further enhance profitability. Top"
[X Link](https://x.com/CapstackCapital/status/2021551385792086093) 2026-02-11T11:46Z [----] followers, [--] engagements
"I had a professor at Xavier who taught two FINC courses - Investments & Financial Modeling both I took ofc back in 2020/2021- he would always use $CAT in his examples and was no secret it was his favorite investment. Ngl - growing up as a kid I loved construction especially demo and I absolutely loved the caterpillar brand. Every Christmas and bday I would want those metal heavy duty caterpillar dump trucks and back hoes etc to play with. https://twitter.com/i/web/status/2021713349382164856 https://twitter.com/i/web/status/2021713349382164856"
[X Link](https://x.com/CapstackCapital/status/2021713349382164856) 2026-02-11T22:29Z [----] followers, [---] engagements
"@MrCAGR5yr So Net Income = FCF now One is accrual-based accounting and the other is actual cash. $BYRN actual FCF was ($9.2mm) w/ negative operating CF primarily due to a WC build mainly inventory and a sharp rise in AR. Referring to Net Income is misleading"
[X Link](https://x.com/CapstackCapital/status/2022672800922898447) 2026-02-14T14:02Z [----] followers, [--] engagements
"@BIG10Bruin $uc fans look at the [----] covid year at 5-1 and be like yea we were going to win the title that year if it were for Covid. We were legit and they stole it from us"
[X Link](https://x.com/CapstackCapital/status/1955775253709209810) 2025-08-13T23:35Z [----] followers, [--] engagements
"@WCCSG_ @CSG_UCLA @CSGBIG10 @SSN_UCLA_Nation @SSN_UCLA @StoolWestwood @ucla_fans @UclaFan @BleavUCLA @UclaFan74 @UCLABruinsOnSI The $UC game is a tossup imo and go either way"
[X Link](https://x.com/CapstackCapital/status/1957140241174671621) 2025-08-17T17:59Z [----] followers, [---] engagements
"$GEV and Siemens are both clients of $BWEN "Mitsubishi Heavy Industries aims to double its gas turbine capacity in the next two years as demand for the equipment rises globally due to replacement and data center needs." Long lead times up and down the supply chain (e.g. forging castings labor) so it's not like the https://t.co/0ixvRjV1Qa "Mitsubishi Heavy Industries aims to double its gas turbine capacity in the next two years as demand for the equipment rises globally due to replacement and data center needs." Long lead times up and down the supply chain (e.g. forging castings labor) so it's"
[X Link](https://x.com/CapstackCapital/status/1962947567341228349) 2025-09-02T18:35Z [----] followers, [---] engagements
"$uc is literally paying for everyone elses NIL. $UC is stupid enough to pay all these freshmans tons of money. But theres only so many players you can play. Then they will transfer elsewhere where they wont be looking for money as much as they will be looking for playtime bc $uc paid the bag already π https://twitter.com/i/web/status/1972091629537550717 https://twitter.com/i/web/status/1972091629537550717"
[X Link](https://x.com/CapstackCapital/status/1972091629537550717) 2025-09-28T00:10Z [----] followers, [--] engagements
"I would like to add: $MUEL & $CRAWA to "Chillers" and "Cooling" $AAOI to "Networking" Add a "Utility Services" to "The Grid" and add $TIC $BWMN $WLDN $IESC $MYRG $EME $MTZ. https://twitter.com/i/web/status/1974446004012237024 https://twitter.com/i/web/status/1974446004012237024"
[X Link](https://x.com/CapstackCapital/status/1974446004012237024) 2025-10-04T12:06Z [----] followers, [----] engagements
"Add: $MUEL to "Chillers" $CRAWA to "Chillers" $AAOI to "Networking" https://twitter.com/i/web/status/1974447221870354681 https://twitter.com/i/web/status/1974447221870354681"
[X Link](https://x.com/CapstackCapital/status/1974447221870354681) 2025-10-04T12:11Z [----] followers, [----] engagements
"Its actually unbelievable that $RAL CFO is the former $WOLF CFO. Like I expect so much more from a $DHR spinoff. Pretty pathetic"
[X Link](https://x.com/CapstackCapital/status/1975372839336440090) 2025-10-07T01:29Z [----] followers, [----] engagements
"Purchased some $AZZ in the Roth this AM on the post-earnings pullback. Seems like an overreaction. Still solid outlook and end-market tailwinds. Also expect some margin uplift as the WaMo facility ramps which based on the call was forecasted to not contribute in FY25"
[X Link](https://x.com/CapstackCapital/status/1976313796173201688) 2025-10-09T15:48Z [----] followers, [---] engagements
"For those who dont know - $UC is in the HOOD good ole South Central. Gotta be strapped to walk around there esp at night. Hey USC fans. Why didn't you tell me your campus is in the middle of the hood You can go from class to the block in [--] steps lol. I was driving and the GPS was like you're arriving and I was like no the hell I'm notππ and sure as shit I was thereππ Hey USC fans. Why didn't you tell me your campus is in the middle of the hood You can go from class to the block in [--] steps lol. I was driving and the GPS was like you're arriving and I was like no the hell I'm notππ and"
[X Link](https://x.com/CapstackCapital/status/1977094445255581758) 2025-10-11T19:30Z [----] followers, [---] engagements
"Today's lesson: $BWEN - should of held. U/W it well imo. Should of trusted my gut and my U/W and held it. The lesson is trust you're U/W unless the story changes or something fundamental happens that alters your thesis and expectations"
[X Link](https://x.com/CapstackCapital/status/1978479843303117143) 2025-10-15T15:15Z [----] followers, [---] engagements
"Huge day for $FMBL"
[X Link](https://x.com/CapstackCapital/status/1980425020745871663) 2025-10-21T00:04Z [----] followers, [---] engagements
"Its $BWEN Im deadass I found a small cap that mentioned that their gas turbines parts order tripled compared to last year. This stock is under 100M and hence has no reaction to this. Will reveal soon on my substack. I found a small cap that mentioned that their gas turbines parts order tripled compared to last year. This stock is under 100M and hence has no reaction to this. Will reveal soon on my substack"
[X Link](https://x.com/CapstackCapital/status/1981507811109408988) 2025-10-23T23:47Z [----] followers, [----] engagements
"It was $BWEN. Its $BWEN Im deadass Its $BWEN Im deadass"
[X Link](https://x.com/CapstackCapital/status/1981772218993430962) 2025-10-24T17:18Z [----] followers, [----] engagements
"@DurableCreators $VLTO is such a solid company. Great end-market exposure with the water biz - great LT tailwinds"
[X Link](https://x.com/CapstackCapital/status/1984298046713192857) 2025-10-31T16:34Z [----] followers, [---] engagements
"The $WBI S-1 is the worst formatted SEC document my eyes have ever set sight on. My goodness"
[X Link](https://x.com/CapstackCapital/status/1984976106357723192) 2025-11-02T13:29Z [----] followers, [---] engagements
"$CRAWA Stupendous Q3'25 earnings. Record revenue and earnings https://crawfordunited.com/crawford-united-corporation-announces-second-quarter-2025-results/ https://crawfordunited.com/crawford-united-corporation-announces-second-quarter-2025-results/"
[X Link](https://x.com/CapstackCapital/status/1985698430086262806) 2025-11-04T13:19Z [----] followers, [---] engagements
"@RalphIrvinUCLA I have so much hate for him. He has managed to make me hate him more than $UC and Ohio. St"
[X Link](https://x.com/CapstackCapital/status/1987645866048450622) 2025-11-09T22:17Z [----] followers, [--] engagements
"The $BWEN thesis is playing out exactly how I expected it. https://finance.yahoo.com/news/broadwind-announces-third-quarter-2025-120000451.html https://finance.yahoo.com/news/broadwind-announces-third-quarter-2025-120000451.html"
[X Link](https://x.com/CapstackCapital/status/1989041911274131666) 2025-11-13T18:45Z [----] followers, [---] engagements
"Doing some cleaning / filing and found this ole goodie for $APG from [----]. Took a really deep look at it then and regret not pulling the trigger. Think I didnt have the capital at the time for it but man I shouldve freed some up. Such an outstanding & well-run company"
[X Link](https://x.com/CapstackCapital/status/1995203326846316615) 2025-11-30T18:48Z [----] followers, [---] engagements
"@LoneWolfTwit58 I already have a large position in $TIC lol. And Ive posted on it a few times"
[X Link](https://x.com/CapstackCapital/status/1995279943295721562) 2025-11-30T23:53Z [----] followers, [---] engagements
"100% agreed. Especially a company like Cengage. Not really a public market type of company either. Will be interested to see how this is received; though if they just say AI the FinTwit might just pile in and be $KKR exit liquidity. Cengage IPO filing. Bought in [----]. When PE starts exiting 18-year holds into a frothy market they're not timing the bottom. https://t.co/ZSZcFZFw1r Cengage IPO filing. Bought in [----]. When PE starts exiting 18-year holds into a frothy market they're not timing the bottom. https://t.co/ZSZcFZFw1r"
[X Link](https://x.com/CapstackCapital/status/2012293765348590011) 2026-01-16T22:39Z [----] followers, [---] engagements
"@deanm0riarty With the recent surge in capital raising it could be $BLDR. Its just that would require a takeover premium on top of $BLDR already $15bn MV. Would be a transformational deal though"
[X Link](https://x.com/CapstackCapital/status/2013599340615422407) 2026-01-20T13:07Z [----] followers, [--] engagements
"Yes there is execution risk to $NNBR but also the operational turnaround has already begun to bear fruit. It has already improved. Margins have been expanding WC unlocked unprofitable facilities (the Group of Seven) have all either been now shutdown or restructured to be FCF self-sustaining. Meanwhile the pivot to focusing on A&D & Medical seems to already be paying off + increased focus on electrical grid is a plus. A lot of the risk here is more so re: the Refi / take-out of the Preferred Equity. But I spent a lot of time U/W this based on a range of scenarios as it relates to a full debt"
[X Link](https://x.com/CapstackCapital/status/2014028181909454939) 2026-01-21T17:31Z [----] followers, [---] engagements
"I can confirm this is the most $BLK thing BLK can do. I think BlackRock $TCPC managed to be in every single bad private credit loan: Securus McAfee Pluralsight Thrasio Khoros I think BlackRock $TCPC managed to be in every single bad private credit loan: Securus McAfee Pluralsight Thrasio Khoros"
[X Link](https://x.com/CapstackCapital/status/2014900062006968538) 2026-01-24T03:16Z [----] followers, [---] engagements
"$NNBR TLDR - market is pricing in a situation that isnt even in the card deck for a business whose operations are turning around (large progress already made [----] is an inflection yr.) but is hamstrung by a filthy BS that has been restructured in phases (1st ABL 2nd the TL and now the Pref). The Pref is the killer here and why the market is killing it. But mgmt is dead set on (rightfully) taking it out but remains to be seen what the structure is. This uncertainty is why NNBR is beaten down. My analysis shows that even in a full equitization of the accreted $110mm Pref theres still modest"
[X Link](https://x.com/CapstackCapital/status/2016244573161587160) 2026-01-27T20:19Z [----] followers, [--] engagements
"Mixed feelings on this. Positive that no dilution and that $NNBR lenders were willing to nullify that requirement. Nice that mgmt doesnt want to dilute also. Signals it needs liquidity. Though $NNBR could just want a lil extra buffer. The DDTL draw does have same higher cost. Ultimately mgmt needs to execute a global refi of the TL bc S+900% is diabolical especially with given upper-middle spread trends even for more distressed companies. As perf continues to improve itll provide negotiating power. Ideally as part of the Pref refi / takeout hopefully it does a global refi to support the"
[X Link](https://x.com/CapstackCapital/status/2017999261766738291) 2026-02-01T16:31Z [----] followers, [---] engagements
"@100xCompounding @BlueDuckCap Thats a good comparison. I would agree that lumber a lil more cooked. You could argue that lumber is getting a lil support bc of potential M&A from $QXO as well"
[X Link](https://x.com/CapstackCapital/status/2018079547078381820) 2026-02-01T21:50Z [----] followers, [---] engagements
"Tempted to put in a $100 GTC limit sell order in for $AAOI and hope someone fat fingers by accident"
[X Link](https://x.com/CapstackCapital/status/2018387220126670888) 2026-02-02T18:13Z [----] followers, [---] engagements
"@SFarringtonBKC @optionscjp And dont forget quant/algos. Once certain thresholds are triggered they are programmed to execute actions. So if you decline enough you get the algos piling on too. This has also caused flash crashes"
[X Link](https://x.com/CapstackCapital/status/2019154515661058205) 2026-02-04T21:02Z [----] followers, [--] engagements
"$CLMB something has to be said about CLMBs unique business model or focusing on partnering with next-gen software companies and distributing the software vs. the legacy incumbents $SNX $ARW $INGM that sell legacy outdated software. Distributing innovation and partnering early just makes more sense. https://twitter.com/i/web/status/1970812362983620625 https://twitter.com/i/web/status/1970812362983620625"
[X Link](https://x.com/CapstackCapital/status/1970812362983620625) 2025-09-24T11:27Z [----] followers, [---] engagements
"@everyonehatesp1 @BlackScholesMan Love $IEHC - just initiated LW. Im the one that bought @ [----] lol. Really good exposure"
[X Link](https://x.com/CapstackCapital/status/1973109735563075643) 2025-09-30T19:36Z [----] followers, [---] engagements
"Question: When do you expect $ATKR to trough It's been a dog for a couple (few) years now. Does anyone have any thoughts If I remember correctly lower pricing has incinerated the Company's fundamental performance. Am I missing anything One would expect to be a substantial beneficiary from the AI / Data Center investments by the Hyperscalers ( $META $GOOGL $GOOG $AMZN $MSFT) & the Neo-Clouds ( $CRWV $NBUS $IREN etc.) but performance just continues to decline as pricing continues to soften. Where is the bottom Has it been put in Can pricing really get any worse"
[X Link](https://x.com/CapstackCapital/status/1974448366332325923) 2025-10-04T12:15Z [----] followers, [---] engagements
"Whats a highly illiquid but great business that you like own or are looking at I own: $CRAWA $IEHC $MUEL $CNRD"
[X Link](https://x.com/CapstackCapital/status/1977098427097137216) 2025-10-11T19:46Z [----] followers, [---] engagements
"@stocktalkweekly Ive looked at $PLAB before. Whats your thesis on it Also $PLPC is an elite pick Deeply regret not pulling the trigger on it back in the 110s"
[X Link](https://x.com/CapstackCapital/status/1978927829237567669) 2025-10-16T20:55Z [----] followers, [----] engagements
"Solid lil write-up from @Atrium_Research on $IEHC. Lays out the developments well. Glad to see that mgmt is being more active with the investor community. Solid company with a good story and tailwinds that doesn't get as much love as deserved. I generally agree with the "fairly valued" opinion on the stock given the current situation. Interested to see the Q3'25 ER print. @Atrium_Research opening remarks by @NickCortellucci - brief rundown of his team's mission to highlight quality microcaps-a small taste of Atrium's research on today's 1st presenting company $IEHC slated for 10:30 AM ET. The"
[X Link](https://x.com/CapstackCapital/status/1983502717906550878) 2025-10-29T11:54Z [----] followers, [----] engagements
"@lolviolence Im in valuations and I personally value or review MANY of the companies that have undergone the famous BKs / LMEs recently. So its fun see that content. (Wesco / At Home / City Brewing / ConvergeOne / Rugs / Joanns / Steward Healthcare etc"
[X Link](https://x.com/CapstackCapital/status/2003606709802270884) 2025-12-23T23:20Z [----] followers, [---] engagements
"big fan of $IEHC. Have a pretty decent sized position. Been thinking of adding more but I have a deep pipeline of things. Really love the end-market exposure and expected rebound. It seems longer than it seems for the rebound bc they dont post IR decks or really do much shareholder comms but its def happening. At this point $IEHC R/R is so favorable especially if we see further improvements in Q425. https://twitter.com/i/web/status/2013380857797484659 https://twitter.com/i/web/status/2013380857797484659"
[X Link](https://x.com/CapstackCapital/status/2013380857797484659) 2026-01-19T22:39Z [----] followers, [----] engagements
"Great article on $IEHC from @everyonehatesp1. A position I initiated in early fall [----] after having done research for a lil bit. Great way to play defense with the target end-markets that I want exposure to especially given the elevated geopolitical climate - missiles radars space etc. While gold prices remain a risk they can be passed on given the mission critical nature of the highly engineered components and their market position. That said the R/R is very favorable imo and offers large upside once the market takes notice of the rebound in performance that is underway. Alright the pitch"
[X Link](https://x.com/CapstackCapital/status/2013589089585406218) 2026-01-20T12:27Z [----] followers, [---] engagements
"@everyonehatesp1 A good friend of mine @MishapMergers got in today as well Really good story here with $IEHC. And the eventual uplisting will add liquidity"
[X Link](https://x.com/CapstackCapital/status/2014037672491209191) 2026-01-21T18:09Z [----] followers, [---] engagements
"Alright #fintwit / small cap twit gimme your best Small Cap equity ideas. Rules: - No healthcare - profitable/near profitability - CF+ or close - hopefully EBITDA+ - Good OpLev - brownie pts for A&D - great mgmt @KyleAdamsStocks π I need fresh ideas. Ones I dont know"
[X Link](https://x.com/CapstackCapital/status/1818397026654028242) 2024-07-30T21:23Z [----] followers, [---] engagements
"$SHIM truly does not get enough (any) love on X. Literally zero coverage. Incredible turnaround underway and no-one has even taken notice"
[X Link](https://x.com/CapstackCapital/status/2001014604726673482) 2025-12-16T19:40Z [----] followers, [---] engagements
"@DannyOcean555 Doesnt $NABL have the ancient Thoma Bravo ownership"
[X Link](https://x.com/CapstackCapital/status/2003176705913925653) 2025-12-22T18:51Z [----] followers, [---] engagements
"$SHIM finally someone has noticed it. Catalyst Watch just hit its 40th issue and Ive removed the paywall for Christmas. Below are this week's most actionable microcap press releases in North America: [--]. Progressive Planet Solutions Inc. - $ASHX.F Diversified Metals & Mining $0.24 $34.0M Earnings Results: https://t.co/0kNzW0m7wn Catalyst Watch just hit its 40th issue and Ive removed the paywall for Christmas. Below are this week's most actionable microcap press releases in North America: [--]. Progressive Planet Solutions Inc. - $ASHX.F Diversified Metals & Mining $0.24 $34.0M Earnings Results:"
[X Link](https://x.com/CapstackCapital/status/2003210971586920902) 2025-12-22T21:08Z [----] followers, [---] engagements
"@tclaugus2 Same I bought $CECO at $23; $LMB at $35 (sold at [---] on the way down). It does feel that way a lil with $ACNT which I just recently began looking at. Do you have any other tips or insights to pay attention to on the name"
[X Link](https://x.com/CapstackCapital/status/2005780838164865520) 2025-12-29T23:19Z [----] followers, [---] engagements
"@leevalueroach $SHIM is an easy one. $AAOI $TIC"
[X Link](https://x.com/CapstackCapital/status/2007136731548835970) 2026-01-02T17:07Z [----] followers, [---] engagements
"The market had priced $SHIM for the dead. However the uplift is already happening evidenced by Q3'25 earnings. Backlog is growing underpinned by these Shimmick Projects and the Co. is trying to shed the legacy projects as quick as possible which is expected to be completed by FYE'26. We are already seeing the fruits of the initiatives yet the market has only begun to realize it. The true normalized earnings level for the business is probably $30mm of EBITDA. 2/n https://twitter.com/i/web/status/2009649939744227729 https://twitter.com/i/web/status/2009649939744227729"
[X Link](https://x.com/CapstackCapital/status/2009649939744227729) 2026-01-09T15:34Z [----] followers, [---] engagements
"3/n In H2'25 $SHIM launched an electrician business Axia Electric focused on data centers and manufacturing in Texas Tennessee & Georgia. As mentioned on the Q3'25 ER call Axia is already gaining traction in the market and is bidding on work. That said the Axia segment acts as additional catalyst to the Company's growth and is currently like a call option. The market is not pricing it in which is not unreasonable given its early stage but eventually I expect it to contribute meaningfully. Overall I believe the market is just taking notice of this transition but as the progress continues I"
[X Link](https://x.com/CapstackCapital/status/2009649941950386299) 2026-01-09T15:34Z [----] followers, [---] engagements
"$SHIM is now at a 52wk high and the highest level since July [----]. Zero intentions to sell this name. Its rewarding to see the market begin to notice $SHIM. The play on Shimmick is so simple. Here it is: When $SHIM went public a couple years ago as it was spun out of $ACM it was to quote Kamala Harris burdened by what has been which were these immensely unprofitable Its rewarding to see the market begin to notice $SHIM. The play on Shimmick is so simple. Here it is: When $SHIM went public a couple years ago as it was spun out of $ACM it was to quote Kamala Harris burdened by what has been"
[X Link](https://x.com/CapstackCapital/status/2009704671674581375) 2026-01-09T19:11Z [----] followers, [---] engagements
"Another 52wk / multi-year high made for $SHIM. Seems that market is continuing to come around to the turnaround play here and its growth story as it relates to infrastructure and electricity. As we know electricity is one the key bottlenecks to Data Centers coming online. $SHIM is now at a 52wk high and the highest level since July [----]. Zero intentions to sell this name. $SHIM is now at a 52wk high and the highest level since July [----]. Zero intentions to sell this name"
[X Link](https://x.com/CapstackCapital/status/2010773376407601260) 2026-01-12T17:58Z [----] followers, [---] engagements
"A few weeks I started to dig in on $ACNT and its turnaround story. I am highly impressed with its mgmt team (CEO & CFO). Incredible leaders with excellent operating abilities and know how which has undoubtedly been the backbone of the $ACNT rebound. Really like what I am seeing. https://twitter.com/i/web/status/2011565753905135879 https://twitter.com/i/web/status/2011565753905135879"
[X Link](https://x.com/CapstackCapital/status/2011565753905135879) 2026-01-14T22:27Z [----] followers, [---] engagements
"My current holdings (no order sorta) $AAOI $NNBR $SHIM $AMBA $CECO $CR $MOB $BOSC $IEHC $TIC $CNRD $MUEL $CLMB $TRNS (legacy position) Recent Exits: $VRT 7-8x MOIC $LMB 2x MOIC $MPWR - owned since 2020; so whatever that MOIC is (big big) $CRAWA - Sold right after the deal w/ $SPX was announced. Really unfortunate. Twas a nice return though. $MPTI - sold last fall after the run-up. Still really like the name and LT prospects. Might try to get back in. I still cover the name. $ALH - break-even; recent investment. Still believe that $ALH will be a great LT compounder of capital but had other"
[X Link](https://x.com/CapstackCapital/status/2014732803053597156) 2026-01-23T16:11Z [----] followers, [---] engagements
"@resourcebull I also doubled my position today via using my proceeds from selling $MUEL. Split the proceeds between $ACNT and more $NNBR (not a ChemCo.)"
[X Link](https://x.com/CapstackCapital/status/2018739443201675751) 2026-02-03T17:32Z [----] followers, [---] engagements
"@resourcebull @MishapMergers and I teaming up on an investment is a dangerous trio that could result in a generational return. $ACNT As mgmt gets the flywheel up n running I see this scaling to $50mm+ of EBITDA easy which would result in a valuation multiples higher than current levels. https://twitter.com/i/web/status/2018853913449861536 https://twitter.com/i/web/status/2018853913449861536"
[X Link](https://x.com/CapstackCapital/status/2018853913449861536) 2026-02-04T01:07Z [----] followers, [---] engagements
"Officially sold all my $VRT. 730%+ gain realized in my ROTH IRA. Time to find the next man up Ideas"
[X Link](https://x.com/anyuser/status/1944863543595032679) 2025-07-14T20:56Z [----] followers, 19.2K engagements
"$HWKN is quietly becoming a serial acquiring industrial compounder. An under followed story that the market should familiarize itself with. Perf driven by the Water Treatment segment which has major tailwinds. *Disclaimer: I am not a shareholder"
[X Link](https://x.com/CapstackCapital/status/1948422293094301948) 2025-07-24T16:37Z [----] followers, [---] engagements
"π§΅1/2 Great posts below. But what are public companies in each of those arenas The PubCo version: Lawncare / Landscaping / Outdoors: $BV $TORO $SMG $GFF $CENT $SITE $POOL $TREX Pest Control: $ROL $RTO HVAC / Plumbing: $FIX $LMB $CARR $AOS $LII $CSL $GNRC $SXI $FERG $SPXC $CSW $SXI $WSO $MLI $AAON $FTDR Roofing: $QXO $HD $CSL $BLDR $BLD $RPM $OC $BRK.A $BRK.B $ROCK Kitchen / Bath: $MAS $MHK $AMWD $FBIN $AWI https://x.com/sohaventures/status/1952410329385693500 Rough estimates on TAM per residential sector https://t.co/sCqzv8g79t https://x.com/sohaventures/status/1952410329385693500 Rough"
[X Link](https://x.com/CapstackCapital/status/1952752477595373626) 2025-08-05T15:24Z [----] 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
@CapstackCapital Rightsized CapStack CapitalRightsized CapStack Capital posts on X about $shim, $iehc, $nnbr, ai the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
Social category influence stocks 32.67% finance 18.81% cryptocurrencies 12.87% technology brands 2.97% financial services 2.97% countries 1.98% musicians 0.99% travel destinations 0.99% gaming 0.99% automotive brands 0.99%
Social topic influence $shim #2, $iehc 7.92%, $nnbr 6.93%, ai 6.93%, in the 6.93%, $cr 5.94%, $aaoi 5.94%, $acnt 4.95%, $tic 4.95%, business 4.95%
Top accounts mentioned or mentioned by @resourcebull @mishapmergers @everyonehatesp1 @ldiscernment @agilejro @scroogecap @smizonx @mudlarkcapital @infowolff69 @hedgeyetech @groundworkhq @latentsignal @wallfacerluoji @notthefakednp @kvistp @mmatt14 @mrcagr5yr @big10bruin @wccsg @csgucla
Top assets mentioned Crane Holdings, Co. (CR) Applied Optoelectronics, Inc. (AAOI) Acuren Corporation (TIC) QXO, Inc. Common Stock (QXO) AC Milan Fan Token (ACM) Bowman Consulting Group Ltd. (BWMN) Vertiv Holdings Co (VRT) MobileCoin (MOB) Microsoft Corp. (MSFT) ContextLogic Inc. (LOGC) Owens Corning (OC) WIX.com Ltd. (WIX) IES Holdings, Inc. Common Stock (IESC) EMCOR Group, Inc. (EME) Comfort Systems USA, Inc. (FIX) CatCoin (CAT) GE Vernova Inc. (GEV) WaterBridge Infrastructure LLC (WBI) Boise Cascade Company (BCC) Alphabet Inc Class A (GOOGL) Amazon.com, Inc. (AMZN) America Party (AP) Builders FirstSource, Inc. (BLDR) Encore Wire Corp (WIRE) United Rentals, Inc. (URI) Hims & Hers Health, Inc. (HIMS) Duolingo, Inc. (DUOL) Everus Construction Group, Inc. (ECG) Sterling Infrastructure, Inc. Common Stock (STRL) Primoris Services Corporation (PRIM) Johnson Controls International, PLC. (JCI) Quanta Services Inc (PWR) Baker Hughes Co (BKR) Cognex, Corp. (CGNX) Alliance Laundry Holdings Inc. (ALH) BlueLinx Holdings Inc. (BXC) Advanced Energy Industries Inc (AEIS)
Top posts by engagements in the last [--] hours
"@resourcebull I just initiated a position in $ACNT. A smaller position but used the proceeds from my $CNRD that I sold today. Hope to add a lotmore"
X Link 2026-02-02T18:24Z [----] followers, [---] engagements
"Seems like Kid Rock is the Bad Bunny of country / rednecks"
X Link 2026-02-09T02:13Z [----] followers, [---] engagements
"Just sold all of my $CECO @ $73.285 or 3.2x MOIC. I will take it. While I love the Co. & mgmt and their performance the market had pulled forward significant growth expectations expectations that even on a far looking forward basis would still imply valuation that is just too frothy and results in immense achievability risk. I would love to re-enter $CECO. And will no doubt still follow the company. S/o to @MishapMergers for co-investing with me since the start back at $23"
X Link 2026-02-09T21:28Z [----] followers, [---] engagements
"Very long U.S. A&D especially missile supply chain. Given the current stockpile and need for replenishment and current next-gen missile programs underway to replace existing platforms I continue believe there is an incredible opportunity. $CR $MPTI $IEHC JUST IN - Pentagon pushes to double missile production to prepare for potential conflict with China WSJ JUST IN - Pentagon pushes to double missile production to prepare for potential conflict with China WSJ"
X Link 2025-09-29T12:56Z [----] followers, [----] engagements
"@ScroogeCap $WIRE was bought out by Prysmian $PRYMF $PRYMY $PRY.MI"
X Link 2025-10-22T16:04Z [----] followers, [---] engagements
"@LDiscernment I came across $LOGC and am actually really interested in $LOGC but I would have to make sure theres no conflict of interest at work"
X Link 2026-01-13T23:22Z [----] followers, [---] engagements
"@LDiscernment Dont tease me like thatπ. Love the $LOGC writeup"
X Link 2026-01-16T22:34Z [----] followers, [---] engagements
"@agilejro @smizonx You are right A deal for $OC would definitely make them an instant leader and in markets with major tailwinds. Congrats on the $URI returns"
X Link 2026-01-27T00:27Z [----] followers, [---] engagements
"@resourcebull Lmao. So a true ShitCo"
X Link 2026-02-01T21:52Z [----] followers, [---] engagements
"@resourcebull 100% agree. Doesn't get more heavily indebted industrial ShitCo than $NNBR"
X Link 2026-02-03T18:16Z [----] followers, [---] engagements
"Bear in mind I know damn near diddly squat on vibe coding. Though I had $WIX Base44 build a website/app for users to build a FCFF model"
X Link 2026-02-05T21:34Z [----] followers, [---] engagements
"LMAOOOO $HIMS & $DUOL. AntonioGPT Pro. Dude I cant even. I am laughing so hard. #COOKED"
X Link 2026-02-07T21:09Z [----] followers, [---] engagements
"@MudlarkCapital Thank you Todd Gleason is def a π"
X Link 2026-02-10T19:55Z [----] followers, [--] engagements
"The best ways to play AI continue to be pick n shovel plays for utility services data center maintenance etc. or other suppliers to data center infrastructure $TIC $WLDN $BWMN $ECG $IESC $STRL $EME $PRIM $PWR $FIX $VRT $JCI $CAT $GEV"
X Link 2025-09-26T23:23Z [----] followers, [----] engagements
"I understand that $LBI and $WBI (claim to) own / utilize low pore space in the Permian which maybe true now but its certainly a medium-term and longer-term risk to consider especially headline risk and maybe regulatory risk. The counter argument is that well they already have a large amount of space and any increase in regulation would make that space that much more valuable. IMO thats a valid counter argument but when a problem becomes large enough and theres sufficient pushback do permits get revoked Further reduce how much can be injected Communities can love Drill Baby Drill but that can"
X Link 2025-12-26T13:04Z [----] followers, [----] engagements
"$CR crossing $200 is amazing. Its been on a great streak recently: π Closed the PSI acquisition from $BKR which adds product breadth to both segments and boosts nuclear-related solutions π Nuclear has been on a tear recently with a slew of mega-deal PPAs being signed for AI infra (Data Centers) and $CR has good exposure to the segment. π Recent geopolitical instability + Trump tweeting about wanting the DoD budget at $1.5T notable given $CR has big defense exposure especially to next-gen defense technology that the primes are developing / testing / deploying. Still love the stock and"
X Link 2026-01-09T16:18Z [----] followers, [---] engagements
"$CGNX has a great tech stack and powerful tailwinds from on-shoring manufacturing and industrial automation / robotics. The Company provides machine learning (ML) solutions that capture & analyze visual info to automate the manufacturing and tracking of discrete items among other things. My issue with stock not the Company is the valuation. 31x LTM EBITDA (27x FY26) is very expensive. Seems as though a lot of growth is priced in to the valuation. This is despite the stock being a very weak performer the last [--] years (-55%) though it is +8% YTD and near 52wk highs. I like the Company and its"
X Link 2026-01-21T12:34Z [----] followers, [---] engagements
"Made some moves today. The other day I sold my $ALH much to my chagrin. I do believe $ALH will be a long-term compounder of capital but there were some other opportunities I saw. The last couple days I have been building a position in $NNBR. I also purchased some $MOB today and more $BOSC. https://twitter.com/i/web/status/2014016361127698673 https://twitter.com/i/web/status/2014016361127698673"
X Link 2026-01-21T16:44Z [----] followers, [---] engagements
"I have said for a while I wouldnt be shocked if $QXO next M&A targets were either $BCC or $BXC. Though US LBM is an interesting asset as well. Even more recently theres been analyst expectations that QXO goes after a lumber yard which makes sense. CLAUDE (sonnet 4.5) I'll search for information about QXO and their acquisition strategy. Based on my analysis of QXO and all available information here are my top [--] predictions for their next acquisition: Top [--] Most Likely Acquisition Targets [--]. BlueLinx Holdings (Most CLAUDE (sonnet 4.5) I'll search for information about QXO and their acquisition"
X Link 2026-01-26T12:21Z [----] followers, [---] engagements
"I would just like to say one word: Crane Thats it. $CR"
X Link 2026-01-26T21:50Z [----] followers, [---] engagements
"$CR out with another stellar earnings. Sad to see Max Mitchell step down to become Chair but have the utmost confidence in Alex to keep this train chugging along. I would just like to say one word: Crane Thats it. $CR I would just like to say one word: Crane Thats it. $CR"
X Link 2026-01-26T21:51Z [----] followers, [---] engagements
"@InfoWolff69 @HedgeyeTech Youre not under the radar if you stock price gained 147% over the LTM and makes up the majority of the 165% return over the past [--] years. $AEIS"
X Link 2026-02-11T00:44Z [----] followers, [--] engagements
"@Groundwork_HQ Oh I bet he is. Those toys are so fun π The inner child never dissipates I do too. I just love good ole fashioned industrials"
X Link 2026-02-11T22:51Z [----] followers, [--] engagements
"@resourcebull @latent_signal lol a 5x off a $11bn market value thats a hard one to pull off"
X Link 2026-02-11T23:59Z [----] followers, [--] engagements
"@Wallfacer_LuoJi $CCSI"
X Link 2026-02-12T02:39Z [----] followers, [----] engagements
"I vibe-coded a finance app today using $WIX Base44 to see how good the service is. Ngl its pretty solid - Im pretty impressed"
X Link 2026-02-05T20:12Z [----] followers, [---] engagements
"$AAOI Heres what each company does in AI. https://t.co/teicBpG7ak Heres what each company does in AI. https://t.co/teicBpG7ak"
X Link 2026-02-08T15:50Z [----] followers, [---] engagements
"RT @notthefakeDNP: Ryan Day is the head of Ohio States gynecology"
X Link 2026-02-10T22:46Z [----] followers, [--] engagements
"By taking & completing the free courses offered by $AMZN $GOOGL $GOOG $MSFT that teach you how to code and do AI things so you they can be re-assigned to different parts of the organization and into jobs that have higher pay. Cmon man think. Amazon says that its going to replace [------] workers with robots. Other companies are moving in the same direction. How will working families feed their kids and pay their bills Weve got to fight back. Amazon says that its going to replace [------] workers with robots. Other companies are moving in the same direction. How will working families feed their"
X Link 2026-02-10T23:23Z [----] followers, [---] engagements
"Purchased a fair amount of $AP today @ $7.60 (wtd avg.) Was originally going to buy in early December25. The catalysts were on the wall and had incredibly high conviction then but opted not to. Shame on me. Im in now with some of my $CECO proceeds. Still have lots of conviction in $AP with several catalysts / drivers to drive here in the medium term and longer-term. https://twitter.com/i/web/status/2021386344128233670 https://twitter.com/i/web/status/2021386344128233670"
X Link 2026-02-11T00:50Z [----] followers, [---] engagements
"RT @kvistp: The CEOs of Visa and Mastercard calling Trump's foreign policy office"
X Link 2026-02-11T02:05Z [----] followers, [----] engagements
"For the record - fuck Crescent for acquiring First Eagles BDC. Private markets are consolidating. Big alternative managers are buying smaller specialist firms. They want everything in one place: insurance credit real assets and secondaries. Funds are turning into giant capital platforms. https://t.co/1sQD4PFwYH Private markets are consolidating. Big alternative managers are buying smaller specialist firms. They want everything in one place: insurance credit real assets and secondaries. Funds are turning into giant capital platforms. https://t.co/1sQD4PFwYH"
X Link 2026-02-11T20:58Z [----] followers, [---] engagements
"Appears $CR is getting a lift today from reports that $MSFT is testing high-temperature superconductor (HTS) cables to move more power through data centers with less loss. HTS cables are cooled to cryogenic temperatures by wrapping them in a layer that surrounds it with liquid nitrogen. $CR has been beefing up its cryogenic solutions recently. Mgmt has verbally been very bullish on its cryogenic solutions and market outlook. Definitely something to keep an eye on here. Microsoft is testing high-temperature superconductor (HTS) cables to move more power through AI datacenters with less loss"
X Link 2026-02-12T14:45Z [----] followers, [---] engagements
"RT @MMatt14: mommy someone copied my plagarizor9000"
X Link 2026-02-13T21:25Z [----] followers, [----] engagements
"$ACM spin-off $SHIM is better. TAMIM Global Equities High Conviction on AECOM $ACM US Thesis: AECOM is a leading infrastructure consulting firm poised for growth with strong revenue expanding margins and a robust balance sheet benefiting from increased global infrastructure spending. (From their Q325 https://t.co/K8Vpb4MzHO TAMIM Global Equities High Conviction on AECOM $ACM US Thesis: AECOM is a leading infrastructure consulting firm poised for growth with strong revenue expanding margins and a robust balance sheet benefiting from increased global infrastructure spending. (From their Q325"
X Link 2025-12-25T23:09Z [----] followers, [---] engagements
"Its rewarding to see the market begin to notice $SHIM. The play on Shimmick is so simple. Here it is: When $SHIM went public a couple years ago as it was spun out of $ACM it was to quote Kamala Harris burdened by what has been which were these immensely unprofitable contracts. Now when it was part of $ACM these contracts made sense from a higher level for relationships cross-selling solutions etc. and are profitable in the bigger picture. Though for the SpinCo ( $SHIM) on its own they are so unprofitable gross margins are negative on them. And since the spin-off management has been re-pricing"
X Link 2026-01-09T15:34Z [----] followers, [----] engagements
"$QXO Jacobs continues to hoard capital after the recent Apollo deal and now an equity raise for $750mm. Seems like a big deal could be coming or maybe a couple mid-sized. Either way the $APO debt requires a deal to be done by mid-2026 which is def doable and thus a deal would have to be announced in the near future. Ive said before could it be $BCC or another lumberyard $QXO Stock Offering Details: On January [--] [----] QXO Inc. announced an underwriting agreement to sell [--------] shares of its common stock at $23.80 per share expecting net proceeds of about $750 million. The Underwriter also"
X Link 2026-01-20T12:53Z [----] followers, [----] engagements
"Worth noting that $CRS can have insane operating leverage on volume gains. $CRS: Aerospace-grade superalloy scarcity has pushed Specialty Alloys margins to a record 32% in Q1 FY26. Guidance implies FY26 operating income of $660$700M but the stock prices in a long cycle at 34x fwd P/E. Athens expansion could add high-ROIC capacity into peak demand. https://t.co/50flH2um3B $CRS: Aerospace-grade superalloy scarcity has pushed Specialty Alloys margins to a record 32% in Q1 FY26. Guidance implies FY26 operating income of $660$700M but the stock prices in a long cycle at 34x fwd P/E. Athens"
X Link 2026-01-23T19:46Z [----] followers, [---] engagements
"I initiated a smaller spec / tracker position in $MOB last week - an intriguing name for the long-term imo. I went on a rant last week on here about how I think ultimately drones might just become commodities. But I think the software / cybersecurity aspect is something that could have a durable advantage. https://twitter.com/i/web/status/2018088164397645922 https://twitter.com/i/web/status/2018088164397645922"
X Link 2026-02-01T22:24Z [----] followers, [---] engagements
"I am excited for the Forgent $FPS IPO. Though given the nature of the biz and end markets valuation will come into play. I expect demand to be through the roof so itll be interesting to see where the bankers price it. Anyone close to the electrical equipment industry know why some players have been able to deliver faster lead times This seems pretty material. From the upcoming IPO Forgent S-1 "According to BCE our lead times for substation transformers eHouses medium voltage switchgear https://t.co/X7U7QMtVqD Anyone close to the electrical equipment industry know why some players have been"
X Link 2026-02-02T19:25Z [----] followers, [----] engagements
"Been pounding the table on $SHIM since I bought it back in November [----]. Its rewarding to see the market begin to notice $SHIM. The play on Shimmick is so simple. Here it is: When $SHIM went public a couple years ago as it was spun out of $ACM it was to quote Kamala Harris burdened by what has been which were these immensely unprofitable Its rewarding to see the market begin to notice $SHIM. The play on Shimmick is so simple. Here it is: When $SHIM went public a couple years ago as it was spun out of $ACM it was to quote Kamala Harris burdened by what has been which were these immensely"
X Link 2026-02-05T00:50Z [----] followers, [----] engagements
"The price per share is irrelevant at face value. What matters are the forecasts and the valuation that derives a value per share. At $265mm MV and practically zero revenue the market is pricing in a lot of growth. I do like $INV and agree with its tailwinds and growth to which it is expected to ramp nicely in FY26 & FY27. Revenue is only expected to grow to $40mm in FY27 per CIQ. There is significant risk from both the execution & achievability perspectives. The recent investments from strategics ( $JCI 2x; $LR.PA $LGRVF Legrand) are great signs and same with the $EQIX situation. But mgmt"
X Link 2026-02-10T13:08Z [----] followers, [---] engagements
"In Q425 $AP had a UK steel business that was consistently a $7mm hit to profitability and had a fair amount of debt was thrust in BK. Mgmt expects a $7mm EBITDA uplift from it. The production is being shifted to their Nordic facility which is expected to really increase utilization (efficiency) that is expected to more than offset a marginal decline in revenue since the facility does not produce all of the same products the UK facility did. On top of that a structural mix shift to higher margin products in the Air & Liquid cooling / Handling segment will further enhance profitability. Top"
X Link 2026-02-11T11:46Z [----] followers, [--] engagements
"I had a professor at Xavier who taught two FINC courses - Investments & Financial Modeling both I took ofc back in 2020/2021- he would always use $CAT in his examples and was no secret it was his favorite investment. Ngl - growing up as a kid I loved construction especially demo and I absolutely loved the caterpillar brand. Every Christmas and bday I would want those metal heavy duty caterpillar dump trucks and back hoes etc to play with. https://twitter.com/i/web/status/2021713349382164856 https://twitter.com/i/web/status/2021713349382164856"
X Link 2026-02-11T22:29Z [----] followers, [---] engagements
"@MrCAGR5yr So Net Income = FCF now One is accrual-based accounting and the other is actual cash. $BYRN actual FCF was ($9.2mm) w/ negative operating CF primarily due to a WC build mainly inventory and a sharp rise in AR. Referring to Net Income is misleading"
X Link 2026-02-14T14:02Z [----] followers, [--] engagements
"@BIG10Bruin $uc fans look at the [----] covid year at 5-1 and be like yea we were going to win the title that year if it were for Covid. We were legit and they stole it from us"
X Link 2025-08-13T23:35Z [----] followers, [--] engagements
"@WCCSG_ @CSG_UCLA @CSGBIG10 @SSN_UCLA_Nation @SSN_UCLA @StoolWestwood @ucla_fans @UclaFan @BleavUCLA @UclaFan74 @UCLABruinsOnSI The $UC game is a tossup imo and go either way"
X Link 2025-08-17T17:59Z [----] followers, [---] engagements
"$GEV and Siemens are both clients of $BWEN "Mitsubishi Heavy Industries aims to double its gas turbine capacity in the next two years as demand for the equipment rises globally due to replacement and data center needs." Long lead times up and down the supply chain (e.g. forging castings labor) so it's not like the https://t.co/0ixvRjV1Qa "Mitsubishi Heavy Industries aims to double its gas turbine capacity in the next two years as demand for the equipment rises globally due to replacement and data center needs." Long lead times up and down the supply chain (e.g. forging castings labor) so it's"
X Link 2025-09-02T18:35Z [----] followers, [---] engagements
"$uc is literally paying for everyone elses NIL. $UC is stupid enough to pay all these freshmans tons of money. But theres only so many players you can play. Then they will transfer elsewhere where they wont be looking for money as much as they will be looking for playtime bc $uc paid the bag already π https://twitter.com/i/web/status/1972091629537550717 https://twitter.com/i/web/status/1972091629537550717"
X Link 2025-09-28T00:10Z [----] followers, [--] engagements
"I would like to add: $MUEL & $CRAWA to "Chillers" and "Cooling" $AAOI to "Networking" Add a "Utility Services" to "The Grid" and add $TIC $BWMN $WLDN $IESC $MYRG $EME $MTZ. https://twitter.com/i/web/status/1974446004012237024 https://twitter.com/i/web/status/1974446004012237024"
X Link 2025-10-04T12:06Z [----] followers, [----] engagements
"Add: $MUEL to "Chillers" $CRAWA to "Chillers" $AAOI to "Networking" https://twitter.com/i/web/status/1974447221870354681 https://twitter.com/i/web/status/1974447221870354681"
X Link 2025-10-04T12:11Z [----] followers, [----] engagements
"Its actually unbelievable that $RAL CFO is the former $WOLF CFO. Like I expect so much more from a $DHR spinoff. Pretty pathetic"
X Link 2025-10-07T01:29Z [----] followers, [----] engagements
"Purchased some $AZZ in the Roth this AM on the post-earnings pullback. Seems like an overreaction. Still solid outlook and end-market tailwinds. Also expect some margin uplift as the WaMo facility ramps which based on the call was forecasted to not contribute in FY25"
X Link 2025-10-09T15:48Z [----] followers, [---] engagements
"For those who dont know - $UC is in the HOOD good ole South Central. Gotta be strapped to walk around there esp at night. Hey USC fans. Why didn't you tell me your campus is in the middle of the hood You can go from class to the block in [--] steps lol. I was driving and the GPS was like you're arriving and I was like no the hell I'm notππ and sure as shit I was thereππ Hey USC fans. Why didn't you tell me your campus is in the middle of the hood You can go from class to the block in [--] steps lol. I was driving and the GPS was like you're arriving and I was like no the hell I'm notππ and"
X Link 2025-10-11T19:30Z [----] followers, [---] engagements
"Today's lesson: $BWEN - should of held. U/W it well imo. Should of trusted my gut and my U/W and held it. The lesson is trust you're U/W unless the story changes or something fundamental happens that alters your thesis and expectations"
X Link 2025-10-15T15:15Z [----] followers, [---] engagements
"Huge day for $FMBL"
X Link 2025-10-21T00:04Z [----] followers, [---] engagements
"Its $BWEN Im deadass I found a small cap that mentioned that their gas turbines parts order tripled compared to last year. This stock is under 100M and hence has no reaction to this. Will reveal soon on my substack. I found a small cap that mentioned that their gas turbines parts order tripled compared to last year. This stock is under 100M and hence has no reaction to this. Will reveal soon on my substack"
X Link 2025-10-23T23:47Z [----] followers, [----] engagements
"It was $BWEN. Its $BWEN Im deadass Its $BWEN Im deadass"
X Link 2025-10-24T17:18Z [----] followers, [----] engagements
"@DurableCreators $VLTO is such a solid company. Great end-market exposure with the water biz - great LT tailwinds"
X Link 2025-10-31T16:34Z [----] followers, [---] engagements
"The $WBI S-1 is the worst formatted SEC document my eyes have ever set sight on. My goodness"
X Link 2025-11-02T13:29Z [----] followers, [---] engagements
"$CRAWA Stupendous Q3'25 earnings. Record revenue and earnings https://crawfordunited.com/crawford-united-corporation-announces-second-quarter-2025-results/ https://crawfordunited.com/crawford-united-corporation-announces-second-quarter-2025-results/"
X Link 2025-11-04T13:19Z [----] followers, [---] engagements
"@RalphIrvinUCLA I have so much hate for him. He has managed to make me hate him more than $UC and Ohio. St"
X Link 2025-11-09T22:17Z [----] followers, [--] engagements
"The $BWEN thesis is playing out exactly how I expected it. https://finance.yahoo.com/news/broadwind-announces-third-quarter-2025-120000451.html https://finance.yahoo.com/news/broadwind-announces-third-quarter-2025-120000451.html"
X Link 2025-11-13T18:45Z [----] followers, [---] engagements
"Doing some cleaning / filing and found this ole goodie for $APG from [----]. Took a really deep look at it then and regret not pulling the trigger. Think I didnt have the capital at the time for it but man I shouldve freed some up. Such an outstanding & well-run company"
X Link 2025-11-30T18:48Z [----] followers, [---] engagements
"@LoneWolfTwit58 I already have a large position in $TIC lol. And Ive posted on it a few times"
X Link 2025-11-30T23:53Z [----] followers, [---] engagements
"100% agreed. Especially a company like Cengage. Not really a public market type of company either. Will be interested to see how this is received; though if they just say AI the FinTwit might just pile in and be $KKR exit liquidity. Cengage IPO filing. Bought in [----]. When PE starts exiting 18-year holds into a frothy market they're not timing the bottom. https://t.co/ZSZcFZFw1r Cengage IPO filing. Bought in [----]. When PE starts exiting 18-year holds into a frothy market they're not timing the bottom. https://t.co/ZSZcFZFw1r"
X Link 2026-01-16T22:39Z [----] followers, [---] engagements
"@deanm0riarty With the recent surge in capital raising it could be $BLDR. Its just that would require a takeover premium on top of $BLDR already $15bn MV. Would be a transformational deal though"
X Link 2026-01-20T13:07Z [----] followers, [--] engagements
"Yes there is execution risk to $NNBR but also the operational turnaround has already begun to bear fruit. It has already improved. Margins have been expanding WC unlocked unprofitable facilities (the Group of Seven) have all either been now shutdown or restructured to be FCF self-sustaining. Meanwhile the pivot to focusing on A&D & Medical seems to already be paying off + increased focus on electrical grid is a plus. A lot of the risk here is more so re: the Refi / take-out of the Preferred Equity. But I spent a lot of time U/W this based on a range of scenarios as it relates to a full debt"
X Link 2026-01-21T17:31Z [----] followers, [---] engagements
"I can confirm this is the most $BLK thing BLK can do. I think BlackRock $TCPC managed to be in every single bad private credit loan: Securus McAfee Pluralsight Thrasio Khoros I think BlackRock $TCPC managed to be in every single bad private credit loan: Securus McAfee Pluralsight Thrasio Khoros"
X Link 2026-01-24T03:16Z [----] followers, [---] engagements
"$NNBR TLDR - market is pricing in a situation that isnt even in the card deck for a business whose operations are turning around (large progress already made [----] is an inflection yr.) but is hamstrung by a filthy BS that has been restructured in phases (1st ABL 2nd the TL and now the Pref). The Pref is the killer here and why the market is killing it. But mgmt is dead set on (rightfully) taking it out but remains to be seen what the structure is. This uncertainty is why NNBR is beaten down. My analysis shows that even in a full equitization of the accreted $110mm Pref theres still modest"
X Link 2026-01-27T20:19Z [----] followers, [--] engagements
"Mixed feelings on this. Positive that no dilution and that $NNBR lenders were willing to nullify that requirement. Nice that mgmt doesnt want to dilute also. Signals it needs liquidity. Though $NNBR could just want a lil extra buffer. The DDTL draw does have same higher cost. Ultimately mgmt needs to execute a global refi of the TL bc S+900% is diabolical especially with given upper-middle spread trends even for more distressed companies. As perf continues to improve itll provide negotiating power. Ideally as part of the Pref refi / takeout hopefully it does a global refi to support the"
X Link 2026-02-01T16:31Z [----] followers, [---] engagements
"@100xCompounding @BlueDuckCap Thats a good comparison. I would agree that lumber a lil more cooked. You could argue that lumber is getting a lil support bc of potential M&A from $QXO as well"
X Link 2026-02-01T21:50Z [----] followers, [---] engagements
"Tempted to put in a $100 GTC limit sell order in for $AAOI and hope someone fat fingers by accident"
X Link 2026-02-02T18:13Z [----] followers, [---] engagements
"@SFarringtonBKC @optionscjp And dont forget quant/algos. Once certain thresholds are triggered they are programmed to execute actions. So if you decline enough you get the algos piling on too. This has also caused flash crashes"
X Link 2026-02-04T21:02Z [----] followers, [--] engagements
"$CLMB something has to be said about CLMBs unique business model or focusing on partnering with next-gen software companies and distributing the software vs. the legacy incumbents $SNX $ARW $INGM that sell legacy outdated software. Distributing innovation and partnering early just makes more sense. https://twitter.com/i/web/status/1970812362983620625 https://twitter.com/i/web/status/1970812362983620625"
X Link 2025-09-24T11:27Z [----] followers, [---] engagements
"@everyonehatesp1 @BlackScholesMan Love $IEHC - just initiated LW. Im the one that bought @ [----] lol. Really good exposure"
X Link 2025-09-30T19:36Z [----] followers, [---] engagements
"Question: When do you expect $ATKR to trough It's been a dog for a couple (few) years now. Does anyone have any thoughts If I remember correctly lower pricing has incinerated the Company's fundamental performance. Am I missing anything One would expect to be a substantial beneficiary from the AI / Data Center investments by the Hyperscalers ( $META $GOOGL $GOOG $AMZN $MSFT) & the Neo-Clouds ( $CRWV $NBUS $IREN etc.) but performance just continues to decline as pricing continues to soften. Where is the bottom Has it been put in Can pricing really get any worse"
X Link 2025-10-04T12:15Z [----] followers, [---] engagements
"Whats a highly illiquid but great business that you like own or are looking at I own: $CRAWA $IEHC $MUEL $CNRD"
X Link 2025-10-11T19:46Z [----] followers, [---] engagements
"@stocktalkweekly Ive looked at $PLAB before. Whats your thesis on it Also $PLPC is an elite pick Deeply regret not pulling the trigger on it back in the 110s"
X Link 2025-10-16T20:55Z [----] followers, [----] engagements
"Solid lil write-up from @Atrium_Research on $IEHC. Lays out the developments well. Glad to see that mgmt is being more active with the investor community. Solid company with a good story and tailwinds that doesn't get as much love as deserved. I generally agree with the "fairly valued" opinion on the stock given the current situation. Interested to see the Q3'25 ER print. @Atrium_Research opening remarks by @NickCortellucci - brief rundown of his team's mission to highlight quality microcaps-a small taste of Atrium's research on today's 1st presenting company $IEHC slated for 10:30 AM ET. The"
X Link 2025-10-29T11:54Z [----] followers, [----] engagements
"@lolviolence Im in valuations and I personally value or review MANY of the companies that have undergone the famous BKs / LMEs recently. So its fun see that content. (Wesco / At Home / City Brewing / ConvergeOne / Rugs / Joanns / Steward Healthcare etc"
X Link 2025-12-23T23:20Z [----] followers, [---] engagements
"big fan of $IEHC. Have a pretty decent sized position. Been thinking of adding more but I have a deep pipeline of things. Really love the end-market exposure and expected rebound. It seems longer than it seems for the rebound bc they dont post IR decks or really do much shareholder comms but its def happening. At this point $IEHC R/R is so favorable especially if we see further improvements in Q425. https://twitter.com/i/web/status/2013380857797484659 https://twitter.com/i/web/status/2013380857797484659"
X Link 2026-01-19T22:39Z [----] followers, [----] engagements
"Great article on $IEHC from @everyonehatesp1. A position I initiated in early fall [----] after having done research for a lil bit. Great way to play defense with the target end-markets that I want exposure to especially given the elevated geopolitical climate - missiles radars space etc. While gold prices remain a risk they can be passed on given the mission critical nature of the highly engineered components and their market position. That said the R/R is very favorable imo and offers large upside once the market takes notice of the rebound in performance that is underway. Alright the pitch"
X Link 2026-01-20T12:27Z [----] followers, [---] engagements
"@everyonehatesp1 A good friend of mine @MishapMergers got in today as well Really good story here with $IEHC. And the eventual uplisting will add liquidity"
X Link 2026-01-21T18:09Z [----] followers, [---] engagements
"Alright #fintwit / small cap twit gimme your best Small Cap equity ideas. Rules: - No healthcare - profitable/near profitability - CF+ or close - hopefully EBITDA+ - Good OpLev - brownie pts for A&D - great mgmt @KyleAdamsStocks π I need fresh ideas. Ones I dont know"
X Link 2024-07-30T21:23Z [----] followers, [---] engagements
"$SHIM truly does not get enough (any) love on X. Literally zero coverage. Incredible turnaround underway and no-one has even taken notice"
X Link 2025-12-16T19:40Z [----] followers, [---] engagements
"@DannyOcean555 Doesnt $NABL have the ancient Thoma Bravo ownership"
X Link 2025-12-22T18:51Z [----] followers, [---] engagements
"$SHIM finally someone has noticed it. Catalyst Watch just hit its 40th issue and Ive removed the paywall for Christmas. Below are this week's most actionable microcap press releases in North America: [--]. Progressive Planet Solutions Inc. - $ASHX.F Diversified Metals & Mining $0.24 $34.0M Earnings Results: https://t.co/0kNzW0m7wn Catalyst Watch just hit its 40th issue and Ive removed the paywall for Christmas. Below are this week's most actionable microcap press releases in North America: [--]. Progressive Planet Solutions Inc. - $ASHX.F Diversified Metals & Mining $0.24 $34.0M Earnings Results:"
X Link 2025-12-22T21:08Z [----] followers, [---] engagements
"@tclaugus2 Same I bought $CECO at $23; $LMB at $35 (sold at [---] on the way down). It does feel that way a lil with $ACNT which I just recently began looking at. Do you have any other tips or insights to pay attention to on the name"
X Link 2025-12-29T23:19Z [----] followers, [---] engagements
"@leevalueroach $SHIM is an easy one. $AAOI $TIC"
X Link 2026-01-02T17:07Z [----] followers, [---] engagements
"The market had priced $SHIM for the dead. However the uplift is already happening evidenced by Q3'25 earnings. Backlog is growing underpinned by these Shimmick Projects and the Co. is trying to shed the legacy projects as quick as possible which is expected to be completed by FYE'26. We are already seeing the fruits of the initiatives yet the market has only begun to realize it. The true normalized earnings level for the business is probably $30mm of EBITDA. 2/n https://twitter.com/i/web/status/2009649939744227729 https://twitter.com/i/web/status/2009649939744227729"
X Link 2026-01-09T15:34Z [----] followers, [---] engagements
"3/n In H2'25 $SHIM launched an electrician business Axia Electric focused on data centers and manufacturing in Texas Tennessee & Georgia. As mentioned on the Q3'25 ER call Axia is already gaining traction in the market and is bidding on work. That said the Axia segment acts as additional catalyst to the Company's growth and is currently like a call option. The market is not pricing it in which is not unreasonable given its early stage but eventually I expect it to contribute meaningfully. Overall I believe the market is just taking notice of this transition but as the progress continues I"
X Link 2026-01-09T15:34Z [----] followers, [---] engagements
"$SHIM is now at a 52wk high and the highest level since July [----]. Zero intentions to sell this name. Its rewarding to see the market begin to notice $SHIM. The play on Shimmick is so simple. Here it is: When $SHIM went public a couple years ago as it was spun out of $ACM it was to quote Kamala Harris burdened by what has been which were these immensely unprofitable Its rewarding to see the market begin to notice $SHIM. The play on Shimmick is so simple. Here it is: When $SHIM went public a couple years ago as it was spun out of $ACM it was to quote Kamala Harris burdened by what has been"
X Link 2026-01-09T19:11Z [----] followers, [---] engagements
"Another 52wk / multi-year high made for $SHIM. Seems that market is continuing to come around to the turnaround play here and its growth story as it relates to infrastructure and electricity. As we know electricity is one the key bottlenecks to Data Centers coming online. $SHIM is now at a 52wk high and the highest level since July [----]. Zero intentions to sell this name. $SHIM is now at a 52wk high and the highest level since July [----]. Zero intentions to sell this name"
X Link 2026-01-12T17:58Z [----] followers, [---] engagements
"A few weeks I started to dig in on $ACNT and its turnaround story. I am highly impressed with its mgmt team (CEO & CFO). Incredible leaders with excellent operating abilities and know how which has undoubtedly been the backbone of the $ACNT rebound. Really like what I am seeing. https://twitter.com/i/web/status/2011565753905135879 https://twitter.com/i/web/status/2011565753905135879"
X Link 2026-01-14T22:27Z [----] followers, [---] engagements
"My current holdings (no order sorta) $AAOI $NNBR $SHIM $AMBA $CECO $CR $MOB $BOSC $IEHC $TIC $CNRD $MUEL $CLMB $TRNS (legacy position) Recent Exits: $VRT 7-8x MOIC $LMB 2x MOIC $MPWR - owned since 2020; so whatever that MOIC is (big big) $CRAWA - Sold right after the deal w/ $SPX was announced. Really unfortunate. Twas a nice return though. $MPTI - sold last fall after the run-up. Still really like the name and LT prospects. Might try to get back in. I still cover the name. $ALH - break-even; recent investment. Still believe that $ALH will be a great LT compounder of capital but had other"
X Link 2026-01-23T16:11Z [----] followers, [---] engagements
"@resourcebull I also doubled my position today via using my proceeds from selling $MUEL. Split the proceeds between $ACNT and more $NNBR (not a ChemCo.)"
X Link 2026-02-03T17:32Z [----] followers, [---] engagements
"@resourcebull @MishapMergers and I teaming up on an investment is a dangerous trio that could result in a generational return. $ACNT As mgmt gets the flywheel up n running I see this scaling to $50mm+ of EBITDA easy which would result in a valuation multiples higher than current levels. https://twitter.com/i/web/status/2018853913449861536 https://twitter.com/i/web/status/2018853913449861536"
X Link 2026-02-04T01:07Z [----] followers, [---] engagements
"Officially sold all my $VRT. 730%+ gain realized in my ROTH IRA. Time to find the next man up Ideas"
X Link 2025-07-14T20:56Z [----] followers, 19.2K engagements
"$HWKN is quietly becoming a serial acquiring industrial compounder. An under followed story that the market should familiarize itself with. Perf driven by the Water Treatment segment which has major tailwinds. *Disclaimer: I am not a shareholder"
X Link 2025-07-24T16:37Z [----] followers, [---] engagements
"π§΅1/2 Great posts below. But what are public companies in each of those arenas The PubCo version: Lawncare / Landscaping / Outdoors: $BV $TORO $SMG $GFF $CENT $SITE $POOL $TREX Pest Control: $ROL $RTO HVAC / Plumbing: $FIX $LMB $CARR $AOS $LII $CSL $GNRC $SXI $FERG $SPXC $CSW $SXI $WSO $MLI $AAON $FTDR Roofing: $QXO $HD $CSL $BLDR $BLD $RPM $OC $BRK.A $BRK.B $ROCK Kitchen / Bath: $MAS $MHK $AMWD $FBIN $AWI https://x.com/sohaventures/status/1952410329385693500 Rough estimates on TAM per residential sector https://t.co/sCqzv8g79t https://x.com/sohaventures/status/1952410329385693500 Rough"
X Link 2025-08-05T15:24Z [----] followers, [----] engagements
https://lunarcrush.com/api4/public/topic/:topic/creators/v1
Get the top creators for a social topic
input parameters:
Example request:
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/topic/bitcoin/creators/v1
Example response:
{
"data": [
{
"creator_id": "twitter::1605310254085980161",
"creator_name": "Bitcoin_Teddy",
"creator_avatar": "https://pbs.twimg.com/profile_images/1739753415134138368/FrWHMAnb_200x200.jpg",
"creator_followers": 74293,
"creator_rank": 1,
"interactions_24h": [-------]
}
]
}
Schema:
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:
https://lunarcrush.com/api4/public/creator/:network/:id/v1
Get detail information on a specific creator
input parameters:
Example request:
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creator/twitter/elonmusk/v1
Example response:
{
"data": {
"creator_id": "twitter::44196397",
"creator_name": "elonmusk",
"creator_display_name": "Elon Musk",
"creator_avatar": "https://pbs.twimg.com/profile_images/2008546467615580160/57KcqsTA_200x200.jpg",
"creator_followers": 234296337,
"creator_rank": 2,
"interactions_24h": 318539577,
"topic_influence": [
{
"topic": "in the",
"count": 294,
"percent": 5.88,
"rank": [--]
}
],
"top_community": [
{
"creator_name": "grok",
"creator_display_name": "Grok",
"creator_avatar": "https://pbs.twimg.com/profile_images/1893219113717342208/Vgg2hEPa_200x200.jpg",
"count": [---]
}
]
}
}
Schema:
https://lunarcrush.com/api4/public/creator/:network/:id/time-series/v1
Get time series data on a creator.
input parameters:
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:
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
/creator/twitter::CapstackCapital