[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.]

# ![@ErickQuay Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1397007894390968321.png) @ErickQuay Erick Quay

Erick Quay posts on X about $nflx, $wbd, $psky, $lulu the most. They currently have XXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.

### Engagements: XXXXX [#](/creator/twitter::1397007894390968321/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1397007894390968321/c:line/m:interactions.svg)

- X Week XXXXXX +2.90%
- X Month XXXXXX +146%

### Mentions: XX [#](/creator/twitter::1397007894390968321/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1397007894390968321/c:line/m:posts_active.svg)

- X Week XXX +122%
- X Month XXX +106%

### Followers: XXX [#](/creator/twitter::1397007894390968321/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1397007894390968321/c:line/m:followers.svg)

- X Week XXX +11%
- X Month XXX +105%

### CreatorRank: XXXXXXXXX [#](/creator/twitter::1397007894390968321/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1397007894390968321/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  XXXXX% [finance](/list/finance)  XXXX% [technology brands](/list/technology-brands)  XXXXX% [fashion brands](/list/fashion-brands)  XXXXX% [countries](/list/countries)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX% [social networks](/list/social-networks)  XXXX%

**Social topic influence**
[$nflx](/topic/$nflx) #119, [$wbd](/topic/$wbd) #126, [$psky](/topic/$psky) #142, [$lulu](/topic/$lulu) #262, [$klar](/topic/$klar) 9.09%, [$58b](/topic/$58b) #6, [ai](/topic/ai) 6.06%, [strong](/topic/strong) 6.06%, [databricks](/topic/databricks) 6.06%, [$5b](/topic/$5b) XXXX%

**Top accounts mentioned or mentioned by**
[@secgov](/creator/undefined) [@jimcramer](/creator/undefined) [@mansourtarek](/creator/undefined) [@kalshi](/creator/undefined) [@aresearchguy](/creator/undefined) [@mrderivatives](/creator/undefined) [@cftc](/creator/undefined) [@cnbcs](/creator/undefined) [@madmoneyoncnbc](/creator/undefined) [@ramahluwalia](/creator/undefined) [@thurty33z](/creator/undefined) [@bucknsf](/creator/undefined) [@trendfollower47](/creator/undefined)

**Top assets mentioned**
[Netflix Inc (NFLX)](/topic/$nflx) [Warner Bros Discovery, Inc. (WBD)](/topic/$wbd) [Paramount Skydance Corporation Class B Common Stock (PSKY)](/topic/$psky) [Lululemon Athletica Inc (LULU)](/topic/$lulu) [Klarna Group (KLAR)](/topic/$klar) [Snowflake, Inc. (SNOW)](/topic/$snow) [Simplify Macro Strategy ETF (FIG)](/topic/$fig) [Electronic Arts Inc. (EA)](/topic/$ea) [NVIDIA Corp. (NVDA)](/topic/$nvda) [StubHub Holdings, Inc. (STUB)](/topic/$stub) [Affirm Holdings, Inc. Class A Common Stock (AFRM)](/topic/$afrm) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Sezzle Inc. Common Stock (SEZL)](/topic/$sezl) [Block, Inc. (SQ)](/topic/$sq) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Zillow Group, Inc. Class C Capital Stock (Z)](/topic/$z) [DisChain (DIS)](/topic/$dis) [Airbnb Inc (ABNB)](/topic/$abnb) [DoorDash, Inc. (DASH)](/topic/doordash) [ShapeShift FOX Token (FOX)](/topic/$fox) [Dash (DASH)](/topic/$dash) [Pinterest, Inc. (PINS)](/topic/$pins) [Warner Music Group, Co. (WMG)](/topic/$wmg)
### Top Social Posts
Top posts by engagements in the last XX hours

"Lululemon logged its first meaningful technical reversal in months. Last week $LULU reclaimed both its 50-dma and 21-day EMA with the 50-day finally turning higher for the first time since February. Support at $XXX has held multiple times since September building a real base. At $XXX a move toward $XXX isnt unrealistic if this constructive setup holds. Via Bloomberg:"  
[X Link](https://x.com/ErickQuay/status/1995598173834731636)  2025-12-01T20:57Z XXX followers, 1523 engagements


"Still not sure on $LULU Just a couple snippets from our research report on #LULULEMON (our #1 holding). Full research report link is pinned on my profile. Not financial advice"  
[X Link](https://x.com/ErickQuay/status/1997017734136115220)  2025-12-05T18:58Z XXX followers, 5382 engagements


"1/5: Netflix has a signed $82.7B deal to buy WBDs studios/streaming for $27.75/sh. Days later David Ellisons Paramount Skydance launches a $30/sh allcash hostile for all of WBD backed by Ellisons father Kushner/Affinity and Gulf SWFs while Trump publicly says the Netflix deal could be a problem. $PSKY $WBD $NFLX"  
[X Link](https://x.com/ErickQuay/status/1998152503976735128)  2025-12-08T22:07Z XXX followers, XXX engagements


"Upside scenario out of recent earnings materializing: Trump says U.S. will let $NVDA sell select AI chips to approved customers in China with XX% of those sales paid to the U.S. government. #Nvidea shares up X% in after-hours trading on the headlines"  
[X Link](https://x.com/ErickQuay/status/1998157030285308019)  2025-12-08T22:25Z XXX followers, XXX engagements


"Probably PIF again Kushners Affinity Partners may deploy the entirety of their first fund on brokering CIFIUS approvals for ME SWFs"  
[X Link](https://x.com/ErickQuay/status/1998082187158343861)  2025-12-08T17:28Z XXX followers, XXX engagements


"AI cycle update: getting frothy💸 Tiger Global is back in market with a new fund. LPs about to pay X & XX for the privilege of ringing the bell at peakish multiples (again). But dont worry Tiger plans to be more disciplined this time. #bubble #aibubble #venturecapital #privatemarkets"  
[X Link](https://x.com/ErickQuay/status/1998142113561653711)  2025-12-08T21:26Z XXX followers, XXX engagements


"@Mr_Derivatives Agreed Although we think the $NFLX board is due for a refresh"  
[X Link](https://x.com/ErickQuay/status/1998233437363126661)  2025-12-09T03:29Z XXX followers, 1945 engagements


"As promised: our research report on $LULU. TLDR: We see Lululemon as a mispriced growth story XX% off highs lowteens forward P/E strong margins and accelerating international/China growth. We think the market is too bearish. Link: Long #Lululemon. Not financial advice"  
[X Link](https://x.com/ErickQuay/status/1993409613048213743)  2025-11-25T20:01Z XXX followers, 2733 engagements


"Databricks is reportedly seeking a $5B raise at a $134B valuation implying about XX estimated 2025 revenue of $4B. For comparison $SNOW trades near an $85B market cap or roughly XX sales. Similar revenue scale. Very different valuation math private markets putting a XX% premium on DB per $ of revenue. Reuters:"  
[X Link](https://x.com/ErickQuay/status/1995535704282026350)  2025-12-01T16:49Z XXX followers, XXX engagements


"$STUB post-IPO collapse is a textbook Section XX setup: a sharp valuation reset lower recently disclosed cash-flow deterioration and a registration statement now under scrutiny by multiple (8+) law firms. If this is the template the 2025 IPO cohort (incl. $KLAR and $FIG) should expect far tighter disclosure discipline and higher litigation risk when reality diverges from IPO window investor comms. Eventually reality catches up spin campaigns are exhausted and markets reprice with the truth"  
[X Link](https://x.com/ErickQuay/status/1995596614359007487)  2025-12-01T20:51Z XXX followers, XXX engagements


"Saudi Arabias PIF is set to control roughly XXXX% of Electronic Arts under the proposed $55B take-private per a new filing cited by WSJ. Silver Lake would hold XXX% and Affinity Partners 1.1%. This effectively turns $EA into a sovereign-wealth-fundcontrolled video game publisher. Raises material questions around governance regulatory review and long-term strategic direction as the December vote approaches. WSJ:"  
[X Link](https://x.com/ErickQuay/status/1996239650294239393)  2025-12-03T15:26Z XXX followers, XXX engagements


"State AGs are now circling BNPL and #Klarnas investor risk story is getting sharper not softer. North Carolina AG Jeff Jackson is leading a multistate inquiry into BNPL practices demanding detailed disclosures from $AFRM Afterpay / $SQ $KLAR $PYPL $SEZL and Zip on credit assessments fees dispute handling and return/refund protections. At the same time Klarnas Q3 showed a XXX% YoY spike in credit-loss provisions tied to its Fair Financing loan book now drawing scrutiny from Hagens Berman for potential IPO-disclosure issues. AG inquiry: Klarna investor alert: #BNPL continues to be marketed as"  
[X Link](https://x.com/ErickQuay/status/1996658838078972132)  2025-12-04T19:12Z XXX followers, XXX engagements


"HAPPY FRIDAY $LULU 📈 $AMZN 📈 $FIG 📉 $KLAR 📉"  
[X Link](https://x.com/ErickQuay/status/1996958166446191003)  2025-12-05T15:01Z XXX followers, XXX engagements


"Snowflakes Q3: $1.21B rev (+29% YoY) strong beat but compressed Q4 margin guide drove $SNOW shares lower. Reposted RE #Databricks: similar revenue scale with slightly faster growth is raising at $134B privately. Whatever your view on #Snowflake the valuation gap between public and private has never looked wider. SNOW earnings: Databricks raise:"  
[X Link](https://x.com/ErickQuay/status/1997035612046606457)  2025-12-05T20:09Z XXX followers, XXX engagements


"2/5: The kicker is the breakup fees. If WBD walks to take a higher bid it owes Netflix $2.8B. But if regulators kill Netflix/WBD Netflix owes WBD a massive $5.8B reverse fee. That cash would sit on WBDs balance sheet and can directly subsidize any followon buyer. $PSKY $WBD $NFLX"  
[X Link](https://x.com/ErickQuay/status/1998152505792836069)  2025-12-08T22:07Z XXX followers, XX engagements


"Correction: Paramount Skydance $PSKY has structured the Middle Eastern money (PIF Qatar etc.) as ***passive non-voting*** stakes in its hostile $WBD bid vs. $NFLX. This means no need for U.S. foreign ownership review under CFIUS. CFIUS would normally scrutinize a foreign-backed takeover of a major American media company. This differs that the $EA which will be majority controlled by PIF and thus must pass CFIUS"  
[X Link](https://x.com/ErickQuay/status/1998137259577704702)  2025-12-08T21:07Z XXX followers, XXX engagements


"3/5: Paramount Skydances $XX hostile is financed by Ellison family + RedBird + $54B of debt plus outside capital from Jared Kushners Affinity Partners and Saudi/Qatar/Abu Dhabi SWFs while Trump their close ally/relative is signaling he may block the competing Netflix deal. Huge conflictofinterest risk. $PSKY $WBD $NFLX"  
[X Link](https://x.com/ErickQuay/status/1998152508238381147)  2025-12-08T22:07Z XXX followers, XX engagements


"4/5: WBDs undisturbed price was $12.54/sh preauction process. If both deals fail even with $5.8B in breakup cash ($2+/sh) youre probably looking at a midteens to maybe $XX fundamental range. Todays $2728 implies $XX upside vs $XXX downside. The risk/reward looks brutally asymmetric. Options markets are pricing it as we see it: $WBD puts remain at a very high implied vol atypical for a merger arb situation. $PSKY $WBD $NFLX"  
[X Link](https://x.com/ErickQuay/status/1998152510503092325)  2025-12-08T22:07Z XXX followers, XX engagements


"5/5: Base case I worry about: Trump leans on antitrust to kill $NFLX / $WBD WBD pockets $5.8B stock cracks back toward fundamentals $PSKY /Ellison/Kushner/Gulf syndicate comes back later with a lower bid partly funded by Netflixs cash. This isnt a normal merger arb. Its a politicalrisk case study"  
[X Link](https://x.com/ErickQuay/status/1998152512659239315)  2025-12-08T22:07Z XXX followers, XXX engagements


"The Netflix $NFLX board isnt a neutral referee in the $WBD sale. Its a web of affiliated media / tech execs ( $DIS $FOX) platform directors (Airbnb $ABNB DoorDash $DASH Pinterest $PINS Zillow $Z Nextdoor $KIND) and political power players tied into institutions funded by oligarchs + Gulf SWFs. Add in Dpfners seat at Blavatnik-controlled Warner Music $WMG Susan Rices Kennedy Center link and Trumps push to block the $NFLX + $WBD deal while his son-in-law backs the rival Ellison bid ( $PSKY) and you get the real story: This isnt a neutral M&A process. Its overlapping power networks deciding who"  
[X Link](https://x.com/ErickQuay/status/1998235002434175289)  2025-12-09T03:35Z XXX followers, XXX engagements