[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @DoctorKillinger Dr. 🅰️ Killinger Dr. 🅰️ Killinger posts on X about $pgy, $asts, spacex, $spy the most. They currently have XXX followers and XX posts still getting attention that total XXX engagements in the last XX hours. ### Engagements: XXX [#](/creator/twitter::1234869956/interactions)  - X Week XXXXXX +17% - X Month XXXXXX -XX% - X Months XXXXXXX +193% - X Year XXXXXXX +264% ### Mentions: XX [#](/creator/twitter::1234869956/posts_active)  - X Week XX +144% - X Month XXX -XXXX% - X Months XXX +169% - X Year XXX +180% ### Followers: XXX [#](/creator/twitter::1234869956/followers)  - X Week XXX +8.60% - X Month XXX +9.20% - X Months XXX +52% - X Year XXX +197% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::1234869956/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) XXXXX% [stocks](/list/stocks) XXXXX% [technology brands](/list/technology-brands) XXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% [countries](/list/countries) XXXX% [celebrities](/list/celebrities) XXXX% [social networks](/list/social-networks) XXXX% **Social topic influence** [$pgy](/topic/$pgy) #5, [$asts](/topic/$asts) #56, [spacex](/topic/spacex) #368, [$spy](/topic/$spy) #275, [ai](/topic/ai) 6.82%, [$goog](/topic/$goog) #71, [$sats](/topic/$sats) #46, [sats](/topic/sats) 4.55%, [$800b](/topic/$800b) #15, [$rklb](/topic/$rklb) XXXX% **Top accounts mentioned or mentioned by** [@investordenis](/creator/undefined) [@apphyd](/creator/undefined) [@deitaone](/creator/undefined) [@blackapple](/creator/undefined) [@spacanpanman](/creator/undefined) [@gelengleng](/creator/undefined) [@guywithumbrella](/creator/undefined) [@rklb4ever](/creator/undefined) [@astspacemobile](/creator/undefined) [@matthijsfinance](/creator/undefined) [@jessecoheninv](/creator/undefined) [@silberschmelzer](/creator/undefined) [@wallstengine](/creator/undefined) [@pilotinvestor7](/creator/undefined) [@mrderivatives](/creator/undefined) [@grok](/creator/undefined) [@therealdonaldc3](/creator/undefined) [@puffery69](/creator/undefined) [@gregcoo82535188](/creator/undefined) [@youracc54783700](/creator/undefined) **Top assets mentioned** [Pagaya Technologies Ltd. Class A Ordinary Shares (PGY)](/topic/$pgy) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [SPDR S&P XXX ETF Trust (SPY)](/topic/$spy) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [SATS (Ordinals) (SATS)](/topic/$sats) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [RAI Finance (SOFI)](/topic/$sofi) [Verizon Communications Inc. (VZ)](/topic/$vz) [American Tower Corp (AMT)](/topic/$amt) [AT&T Inc. (T)](/topic/$t) [BCE, Inc. (BCE)](/topic/$bce) ### Top Social Posts Top posts by engagements in the last XX hours "$ASTS the following major telecom/tech firms have made strategic investments and in many cases formed commercial agreements or partnerships with AST. why haven't you Google $GOOG Samsung $SSNLF AT&T $T Verizon $VZ Vodafone $VOD Rakuten $RKUNY American Tower $AMT Bell Canada $BCE" [X Link](https://x.com/DoctorKillinger/status/1985397825731989741) 2025-11-03T17:25Z XXX followers, 2917 engagements "@InvestorDenis @app_hyd $PGY this overall value goes up as they scale up network volume cause reg requirement. though pgy is trying to minimize the amt of required balance sheet cap thru use of more capital efficient structures like forward flow agreements (blue owl deal) and pass thru securitizations" [X Link](https://x.com/DoctorKillinger/status/1996914462163718375) 2025-12-05T12:08Z XXX followers, XXX engagements "@InvestorDenis @app_hyd $PGY key risk right now no matter how overexaggerated we all may think it to be is that unexpected risk retention write downs eat into book value. and in an absolute worst-case scenario where those holdings go to zero pgy's equity would be more than wiped out (uVieRR=1.8xBV)" [X Link](https://x.com/DoctorKillinger/status/1996916676101837307) 2025-12-05T12:16Z XXX followers, XXX engagements "@spacanpanman Is that why $SATS is spiking" [X Link](https://x.com/DoctorKillinger/status/1997016347083939893) 2025-12-05T18:52Z XXX followers, XXX engagements "$ASTS SpaceX eyes $800B valuation in share sale talks WSJ reports. Starlink's valuation is around XX% which would translate to around $XXX billion or the equivalent of $ASTS over $1400 per share. $SATS is now spiking on this news. $ASTS and $RKLB should do the same" [X Link](https://x.com/DoctorKillinger/status/1997021892222267880) 2025-12-05T19:14Z XXX followers, 2848 engagements "$SOFI Expect the December S&P XXX additions/deletions announcement to drop sometime tonight between about 5:30 p.m. and 6:30 p.m. U.S. Eastern Time. GLTA $SPY" [X Link](https://x.com/DoctorKillinger/status/1997050871075819797) 2025-12-05T21:10Z XXX followers, 1621 engagements "@app_hyd @InvestorDenis Pagaya's business model is capital-light but not capital-free. Regulatory frameworks require it to retain a small equity slice (35%) of every ABS deal (per Dodd-Frank). These are the riskiest tranches subject to first loss in case of defaults" [X Link](https://x.com/DoctorKillinger/status/1996864169438830970) 2025-12-05T08:48Z XXX followers, XXX engagements "@app_hyd @InvestorDenis This is why sentiment flipped when tricolor went bankrupt in the subprime auto lending space. Pagayas been underwriting a lot of subprime auto loans and for each loan they take a slice of the risk per regulations" [X Link](https://x.com/DoctorKillinger/status/1996864971901407600) 2025-12-05T08:51Z XXX followers, XX engagements "$ASTS anyone notice legendary billionaire investor/hedge fund manager Paul Tudor Jones participating in the july convertible bond offering and showing a whopping 10000000 shares related to those on his Q3 13-F would make him 4th largest 13-F holder" [X Link](https://x.com/DoctorKillinger/status/1997112345936400838) 2025-12-06T01:14Z XXX followers, 12.2K engagements "$ASTS $RKLB remember a month ago when goldman recommended clients short speculative tech and every hedge fund manager opened short baskets of speculative names. that trade is getting unwound" [X Link](https://x.com/DoctorKillinger/status/1996612435633901613) 2025-12-04T16:07Z XXX followers, XXX engagements "$ASTS we're nearing the point where Elon Musk enters a rage spiral and starts secretly acquiring shares in AST Spacemobile" [X Link](https://x.com/DoctorKillinger/status/1996684776103989595) 2025-12-04T20:55Z XXX followers, 1496 engagements "@wallstengine X% of the market cap" [X Link](https://x.com/DoctorKillinger/status/1996691855371796932) 2025-12-04T21:23Z XXX followers, XXX engagements "@BlackApple Musk is a compulsive liar 🤥. And also remember Twitter" [X Link](https://x.com/DoctorKillinger/status/1996869669308023252) 2025-12-05T09:10Z XXX followers, XX engagements "@InvestorDenis @app_hyd $PGY 2) their direct interests in unconsolidated VIEs are retained ABS tranches held directly measured at fair value with maximum exposure to loss equal to their carrying amount (see where i circled on page XX of the latest 10-Q) and note that it's the same as the carry amt" [X Link](https://x.com/DoctorKillinger/status/1996911635991351501) 2025-12-05T11:56Z XXX followers, XXX engagements "@InvestorDenis @app_hyd $PGY if you go thru all their 10-Qs you'd notice that consolidated risk retention is shrinking as a % of total while unconsolidated VIE exposure has tripled since 2022 as they are increasingly using fair-value available for sale accounting+keeping significant first-loss risk" [X Link](https://x.com/DoctorKillinger/status/1996913718056439850) 2025-12-05T12:05Z XXX followers, XXX engagements "@InvestorDenis @app_hyd $PGY as you can in the previous chart see there's always a base line amount of write-downs but also events where those can spike as their holdings in fair-value available for sale loan/abs positions are directly sensitive to credit assumptions and discount rates" [X Link](https://x.com/DoctorKillinger/status/1996917771721212220) 2025-12-05T12:21Z XXX followers, XXX engagements "@InvestorDenis @app_hyd $PGY for that cohort of borrowers (the roles susceptible to AI replacement) which are the core borrowers pgy underwrites loans to. if that happens personal loan delinquencies will move up (this is the bulk of risk retention) while auto collateral will also worsen. 3/3" [X Link](https://x.com/DoctorKillinger/status/1996938242310975906) 2025-12-05T13:42Z XXX followers, XXX engagements "@InvestorDenis @app_hyd $PGY so just remember this is cyclical fintech. yes there is real structural upside but also meaningful tail risk tied to risk retention auto and personal loans due to tricolor driven stress in auto and a looming AI-driven cyclical downturn. 1/2" [X Link](https://x.com/DoctorKillinger/status/1996940691121783284) 2025-12-05T13:52Z XXX followers, XXX engagements "$SOFI S&P500 additions announcement coming after the close $SPY. SOFI might be added. nice discount today addition will likely cause stock to pop 10-20%" [X Link](https://x.com/DoctorKillinger/status/1997005403729940704) 2025-12-05T18:09Z XXX followers, XXX engagements "$ASTS yesterday I mentioned $ASTS was trading at X% of starlink's valuation. guess it's more like 3-4%. buckle up" [X Link](https://x.com/DoctorKillinger/status/1997015620576072085) 2025-12-05T18:50Z XXX followers, 2369 engagements "@Gelengleng I think I am reading this a bit wrong. I see in the far right column "Voting shares reported" = 52700 shares which likely reflects the as-converted common stock the filer could vote if they converted today. so it's probably 52700 shares he would have if he converted the bonds" [X Link](https://x.com/DoctorKillinger/status/1997122230505947405) 2025-12-06T01:53Z XXX followers, XX engagements "@pilotinvestor7 @Mr_Derivatives One analysis in August 2024 suggested about XX% of the yen carry trade may have been unwound while other estimates from that time suggested a much larger percentage around XX% had already been unwound based on futures data alone" [X Link](https://x.com/DoctorKillinger/status/1996273517306802575) 2025-12-03T17:41Z XXX followers, XXX engagements "@InvestorDenis @app_hyd $PGY the new structures are meant to transfer credit risk sooner and more completely to institutional investors though there's no guarantee that will hold if credit/macro environment changes; from past we know management may take on more risk to keep credit flowing" [X Link](https://x.com/DoctorKillinger/status/1996914899201806771) 2025-12-05T12:09Z XXX followers, XXX engagements "@InvestorDenis @app_hyd $PGY so now the market is laser focused on two things: 1) tricolor-driven stress in auto lending which leads to harsher lens for new auto ABS deals and corp. debt and 2) tariff and AI driven income&employment shocks as AI adoption accelerates job losses for lower tier borrowers" [X Link](https://x.com/DoctorKillinger/status/1996921031605604744) 2025-12-05T12:34Z XXX followers, XXX engagements "@InvestorDenis @app_hyd $PGY on risk #2 PGY's borrowers tend to skew non-prime/near-prime. remember they are a second-look underwriter; after a bank has already said no in the background the app goes to pagaya and other second look underwriters for a. second look. 1/n" [X Link](https://x.com/DoctorKillinger/status/1996936641596817898) 2025-12-05T13:36Z XXX followers, XXX engagements "@InvestorDenis @app_hyd $PGY these second-look borrowers typically work in services logistics customer support and similar roles that are increasingly exposed to automation and AI tools. unemployment may well accelerate above the general unemployment rate due to AI adoption. 2/n" [X Link](https://x.com/DoctorKillinger/status/1996937269391896935) 2025-12-05T13:38Z XXX followers, XXX engagements "$ASTS SpaceX eyes $800B valuation in share sale talks WSJ reports. Starlink's valuation is around XX% which would translate to $XXX billion or the equivalent of $ASTS over $1400 per share. there's a reason why $GOOG verizon at&t vodafone amt are investors $spy $qqq" [X Link](https://x.com/DoctorKillinger/status/1997025654613606652) 2025-12-05T19:29Z XXX followers, 2538 engagements "I see in the far right column "Voting shares reported" = 52700 shares which likely reflects the as-converted common stock the filer could vote if they converted today. so likely 52700 shares he would have if he converted the bonds. still cool that he participated" [X Link](https://x.com/DoctorKillinger/status/1997124303611916599) 2025-12-06T02:01Z XXX followers, 1366 engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@DoctorKillinger Dr. 🅰️ Killinger
Dr. 🅰️ Killinger posts on X about $pgy, $asts, spacex, $spy the most. They currently have XXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.
Engagements: XXX #
- X Week XXXXXX +17%
- X Month XXXXXX -XX%
- X Months XXXXXXX +193%
- X Year XXXXXXX +264%
Mentions: XX #
- X Week XX +144%
- X Month XXX -XXXX%
- X Months XXX +169%
- X Year XXX +180%
Followers: XXX #
- X Week XXX +8.60%
- X Month XXX +9.20%
- X Months XXX +52%
- X Year XXX +197%
CreatorRank: XXXXXXXXX #
Social Influence
Social category influence finance XXXXX% stocks XXXXX% technology brands XXXX% cryptocurrencies XXXX% countries XXXX% celebrities XXXX% social networks XXXX%
Social topic influence $pgy #5, $asts #56, spacex #368, $spy #275, ai 6.82%, $goog #71, $sats #46, sats 4.55%, $800b #15, $rklb XXXX%
Top accounts mentioned or mentioned by @investordenis @apphyd @deitaone @blackapple @spacanpanman @gelengleng @guywithumbrella @rklb4ever @astspacemobile @matthijsfinance @jessecoheninv @silberschmelzer @wallstengine @pilotinvestor7 @mrderivatives @grok @therealdonaldc3 @puffery69 @gregcoo82535188 @youracc54783700
Top assets mentioned Pagaya Technologies Ltd. Class A Ordinary Shares (PGY) AST SpaceMobile, Inc. Class A Common Stock (ASTS) SPDR S&P XXX ETF Trust (SPY) Alphabet Inc Class A (GOOGL) SATS (Ordinals) (SATS) Rocket Lab USA, Inc. Common Stock (RKLB) RAI Finance (SOFI) Verizon Communications Inc. (VZ) American Tower Corp (AMT) AT&T Inc. (T) BCE, Inc. (BCE)
Top Social Posts
Top posts by engagements in the last XX hours
"$ASTS the following major telecom/tech firms have made strategic investments and in many cases formed commercial agreements or partnerships with AST. why haven't you Google $GOOG Samsung $SSNLF AT&T $T Verizon $VZ Vodafone $VOD Rakuten $RKUNY American Tower $AMT Bell Canada $BCE"
X Link 2025-11-03T17:25Z XXX followers, 2917 engagements
"@InvestorDenis @app_hyd $PGY this overall value goes up as they scale up network volume cause reg requirement. though pgy is trying to minimize the amt of required balance sheet cap thru use of more capital efficient structures like forward flow agreements (blue owl deal) and pass thru securitizations"
X Link 2025-12-05T12:08Z XXX followers, XXX engagements
"@InvestorDenis @app_hyd $PGY key risk right now no matter how overexaggerated we all may think it to be is that unexpected risk retention write downs eat into book value. and in an absolute worst-case scenario where those holdings go to zero pgy's equity would be more than wiped out (uVieRR=1.8xBV)"
X Link 2025-12-05T12:16Z XXX followers, XXX engagements
"@spacanpanman Is that why $SATS is spiking"
X Link 2025-12-05T18:52Z XXX followers, XXX engagements
"$ASTS SpaceX eyes $800B valuation in share sale talks WSJ reports. Starlink's valuation is around XX% which would translate to around $XXX billion or the equivalent of $ASTS over $1400 per share. $SATS is now spiking on this news. $ASTS and $RKLB should do the same"
X Link 2025-12-05T19:14Z XXX followers, 2848 engagements
"$SOFI Expect the December S&P XXX additions/deletions announcement to drop sometime tonight between about 5:30 p.m. and 6:30 p.m. U.S. Eastern Time. GLTA $SPY"
X Link 2025-12-05T21:10Z XXX followers, 1621 engagements
"@app_hyd @InvestorDenis Pagaya's business model is capital-light but not capital-free. Regulatory frameworks require it to retain a small equity slice (35%) of every ABS deal (per Dodd-Frank). These are the riskiest tranches subject to first loss in case of defaults"
X Link 2025-12-05T08:48Z XXX followers, XXX engagements
"@app_hyd @InvestorDenis This is why sentiment flipped when tricolor went bankrupt in the subprime auto lending space. Pagayas been underwriting a lot of subprime auto loans and for each loan they take a slice of the risk per regulations"
X Link 2025-12-05T08:51Z XXX followers, XX engagements
"$ASTS anyone notice legendary billionaire investor/hedge fund manager Paul Tudor Jones participating in the july convertible bond offering and showing a whopping 10000000 shares related to those on his Q3 13-F would make him 4th largest 13-F holder"
X Link 2025-12-06T01:14Z XXX followers, 12.2K engagements
"$ASTS $RKLB remember a month ago when goldman recommended clients short speculative tech and every hedge fund manager opened short baskets of speculative names. that trade is getting unwound"
X Link 2025-12-04T16:07Z XXX followers, XXX engagements
"$ASTS we're nearing the point where Elon Musk enters a rage spiral and starts secretly acquiring shares in AST Spacemobile"
X Link 2025-12-04T20:55Z XXX followers, 1496 engagements
"@wallstengine X% of the market cap"
X Link 2025-12-04T21:23Z XXX followers, XXX engagements
"@BlackApple Musk is a compulsive liar 🤥. And also remember Twitter"
X Link 2025-12-05T09:10Z XXX followers, XX engagements
"@InvestorDenis @app_hyd $PGY 2) their direct interests in unconsolidated VIEs are retained ABS tranches held directly measured at fair value with maximum exposure to loss equal to their carrying amount (see where i circled on page XX of the latest 10-Q) and note that it's the same as the carry amt"
X Link 2025-12-05T11:56Z XXX followers, XXX engagements
"@InvestorDenis @app_hyd $PGY if you go thru all their 10-Qs you'd notice that consolidated risk retention is shrinking as a % of total while unconsolidated VIE exposure has tripled since 2022 as they are increasingly using fair-value available for sale accounting+keeping significant first-loss risk"
X Link 2025-12-05T12:05Z XXX followers, XXX engagements
"@InvestorDenis @app_hyd $PGY as you can in the previous chart see there's always a base line amount of write-downs but also events where those can spike as their holdings in fair-value available for sale loan/abs positions are directly sensitive to credit assumptions and discount rates"
X Link 2025-12-05T12:21Z XXX followers, XXX engagements
"@InvestorDenis @app_hyd $PGY for that cohort of borrowers (the roles susceptible to AI replacement) which are the core borrowers pgy underwrites loans to. if that happens personal loan delinquencies will move up (this is the bulk of risk retention) while auto collateral will also worsen. 3/3"
X Link 2025-12-05T13:42Z XXX followers, XXX engagements
"@InvestorDenis @app_hyd $PGY so just remember this is cyclical fintech. yes there is real structural upside but also meaningful tail risk tied to risk retention auto and personal loans due to tricolor driven stress in auto and a looming AI-driven cyclical downturn. 1/2"
X Link 2025-12-05T13:52Z XXX followers, XXX engagements
"$SOFI S&P500 additions announcement coming after the close $SPY. SOFI might be added. nice discount today addition will likely cause stock to pop 10-20%"
X Link 2025-12-05T18:09Z XXX followers, XXX engagements
"$ASTS yesterday I mentioned $ASTS was trading at X% of starlink's valuation. guess it's more like 3-4%. buckle up"
X Link 2025-12-05T18:50Z XXX followers, 2369 engagements
"@Gelengleng I think I am reading this a bit wrong. I see in the far right column "Voting shares reported" = 52700 shares which likely reflects the as-converted common stock the filer could vote if they converted today. so it's probably 52700 shares he would have if he converted the bonds"
X Link 2025-12-06T01:53Z XXX followers, XX engagements
"@pilotinvestor7 @Mr_Derivatives One analysis in August 2024 suggested about XX% of the yen carry trade may have been unwound while other estimates from that time suggested a much larger percentage around XX% had already been unwound based on futures data alone"
X Link 2025-12-03T17:41Z XXX followers, XXX engagements
"@InvestorDenis @app_hyd $PGY the new structures are meant to transfer credit risk sooner and more completely to institutional investors though there's no guarantee that will hold if credit/macro environment changes; from past we know management may take on more risk to keep credit flowing"
X Link 2025-12-05T12:09Z XXX followers, XXX engagements
"@InvestorDenis @app_hyd $PGY so now the market is laser focused on two things: 1) tricolor-driven stress in auto lending which leads to harsher lens for new auto ABS deals and corp. debt and 2) tariff and AI driven income&employment shocks as AI adoption accelerates job losses for lower tier borrowers"
X Link 2025-12-05T12:34Z XXX followers, XXX engagements
"@InvestorDenis @app_hyd $PGY on risk #2 PGY's borrowers tend to skew non-prime/near-prime. remember they are a second-look underwriter; after a bank has already said no in the background the app goes to pagaya and other second look underwriters for a. second look. 1/n"
X Link 2025-12-05T13:36Z XXX followers, XXX engagements
"@InvestorDenis @app_hyd $PGY these second-look borrowers typically work in services logistics customer support and similar roles that are increasingly exposed to automation and AI tools. unemployment may well accelerate above the general unemployment rate due to AI adoption. 2/n"
X Link 2025-12-05T13:38Z XXX followers, XXX engagements
"$ASTS SpaceX eyes $800B valuation in share sale talks WSJ reports. Starlink's valuation is around XX% which would translate to $XXX billion or the equivalent of $ASTS over $1400 per share. there's a reason why $GOOG verizon at&t vodafone amt are investors $spy $qqq"
X Link 2025-12-05T19:29Z XXX followers, 2538 engagements
"I see in the far right column "Voting shares reported" = 52700 shares which likely reflects the as-converted common stock the filer could vote if they converted today. so likely 52700 shares he would have if he converted the bonds. still cool that he participated"
X Link 2025-12-06T02:01Z XXX followers, 1366 engagements