[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.] #  @HettyGreen2020 StartMakingSense Capital StartMakingSense Capital posts on X about $jef, $oprt, fed, $brk the most. They currently have XXX followers and XX posts still getting attention that total XX engagements in the last XX hours. ### Engagements: XX [#](/creator/twitter::1893714497317072897/interactions)  - X Week XXXXX -XX% - X Month XXXXXX +107% - X Months XXXXXX +4,604% ### Mentions: X [#](/creator/twitter::1893714497317072897/posts_active)  - X Week XX +24% - X Month XX +36% - X Months XXX +1,975% ### Followers: XXX [#](/creator/twitter::1893714497317072897/followers)  - X Week XXX +2.50% - X Month XXX +20% - X Months XXX +481% ### CreatorRank: undefined [#](/creator/twitter::1893714497317072897/influencer_rank)  ### Social Influence [#](/creator/twitter::1893714497317072897/influence) --- **Social category influence** [finance](/list/finance) XXXXX% [stocks](/list/stocks) XXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% **Social topic influence** [$jef](/topic/$jef) 16.67%, [$oprt](/topic/$oprt) #1, [fed](/topic/fed) 8.33%, [$brk](/topic/$brk) 8.33%, [$hci](/topic/$hci) 4.17%, [$xzo](/topic/$xzo) #1, [$gwre](/topic/$gwre) 4.17%, [$cash](/topic/$cash) 4.17%, [$nbn](/topic/$nbn) 4.17%, [$bx](/topic/$bx) XXXX% **Top accounts mentioned or mentioned by** [@cedarstresearch](/creator/undefined) [@standuquesne](/creator/undefined) [@lloydblankfein](/creator/undefined) [@vishalgarg10](/creator/undefined) [@billackman](/creator/undefined) [@trumpwarroom](/creator/undefined) [@whitehouse](/creator/undefined) [@stephenm](/creator/undefined) [@realdonaldtrump](/creator/undefined) [@donaldjtrumpjr](/creator/undefined) [@danielsloeb1](/creator/undefined) [@jessecohn4](/creator/undefined) [@modestproposal1](/creator/undefined) [@handlerrich](/creator/undefined) [@boujeebanker](/creator/undefined) [@lkpreserve](/creator/undefined) [@blue_eyes3532](/creator/undefined) [@revgalerivs](/creator/undefined) **Top assets mentioned** [Jefferies Financial Group Inc. (JEF)](/topic/$jef) [GUIDEWIRE SOFTWARE, INC. (GWRE)](/topic/$gwre) [Blackstone, Inc. (BX)](/topic/$bx) [NVR, Inc. (NVR)](/topic/$nvr) [D R Horton Inc (DHI)](/topic/$dhi) [Deutsche Bank Aktiengesellschaft (DB)](/topic/$db) [Centrifuge (CFG)](/topic/$cfg) [GammaSwap (GS)](/topic/$gs) [Better Home & Finance Holding Company Class A Common Stock (BETR)](/topic/$betr) ### Top Social Posts [#](/creator/twitter::1893714497317072897/posts) --- Top posts by engagements in the last XX hours "$HCI $XZO Positioned as an underwriting-first platform unlike the policy admin/billing/claims SaaS firms like $GWRE (which Exzeo also does). HCI LRs have been exceptional" [X Link](https://x.com/HettyGreen2020/status/1971219298019668073) [@HettyGreen2020](/creator/x/HettyGreen2020) 2025-09-25T14:24Z XXX followers, XXX engagements "@standuquesne Pathward $CASH is putting back to $OPRT all OPRT loans it has retained by Feb 2026 Makes you think" [X Link](https://x.com/HettyGreen2020/status/1978533691119767940) [@HettyGreen2020](/creator/x/HettyGreen2020) 2025-10-15T18:49Z XXX followers, XX engagements "$NBN (2/2) In loan purchases NBN cant compete with likes of $BX rnuntil How's lender finance Any partnerships with sponsors available Originations solid Buffer in NBN is the Huge earnings embedded in the net discount on purchased loans. Realization timing TBDrate dependent" [X Link](https://x.com/HettyGreen2020/status/1950205712912576626) [@HettyGreen2020](/creator/x/HettyGreen2020) 2025-07-29T14:44Z XXX followers, XXX engagements "$SDHC Hardly anyone talks about them industry low cycle times/capital efficiency growing in new markets. Legit could grow into a $NVR margin profile Hope they are repurchasing shares rn Illiquid so institutions have trouble with itexcept for unique shops like Conifer" [X Link](https://x.com/HettyGreen2020/status/1966553442475725289) [@HettyGreen2020](/creator/x/HettyGreen2020) 2025-09-12T17:24Z XXX followers, XXX engagements "@CedarStResearch There's pricing for a selling sponsor and pricing for post-offer performance If they selldown the rest at 20x it's still a great outcome Prime brokerage relats be damned - coverage bankers don't care anyway" [X Link](https://x.com/HettyGreen2020/status/1970161864710692880) [@HettyGreen2020](/creator/x/HettyGreen2020) 2025-09-22T16:22Z XXX followers, XXX engagements "Gonna be a long weekend at $JEF Theyre much smaller than any G-SIB More to learn but a G-SIB with large exposure to $JEF would likely get Fed relief if abs necessary No politician cares about Handler or $JEF shareholders" [X Link](https://x.com/HettyGreen2020/status/1976815939921629552) [@HettyGreen2020](/creator/x/HettyGreen2020) 2025-10-11T01:03Z XXX followers, 1302 engagements "As a % of $JEF book value the likely loss is painful but not ruinous But if somehow client confidence is lost Buffett $BRK gets a call and takes a preferred with warrants and replaces Handler with a @lloydblankfein type" [X Link](https://x.com/HettyGreen2020/status/1976840222504837124) [@HettyGreen2020](/creator/x/HettyGreen2020) 2025-10-11T02:40Z XXX followers, 1747 engagements "$JEF Not ideal" [X Link](https://x.com/HettyGreen2020/status/1977356776954544630) [@HettyGreen2020](/creator/x/HettyGreen2020) 2025-10-12T12:52Z XXX followers, 1189 engagements "$FNMA $FMCC The simplest bearish explanation here is that Bessent wants full SPS conversion and Pulte disagrees but is losing the argument The tweet is an FU to Bessent and a vague enough caveat emptor" [X Link](https://x.com/HettyGreen2020/status/1977784996640313582) [@HettyGreen2020](/creator/x/HettyGreen2020) 2025-10-13T17:14Z XXX followers, 7514 engagements "$OPRT cratering is a CDFI After Tricolor some borrowing from @standuquesne : "Short then investigate" Unlike Tricolor (auto) OPRT does UNsecured consumer loans to poor ppl. XXX avg score vs XXX = less default risk but little to no recovery $JEF $GS $DB do the sec'zs" [X Link](https://x.com/HettyGreen2020/status/1978532920907165806) [@HettyGreen2020](/creator/x/HettyGreen2020) 2025-10-15T18:46Z XXX followers, XXX engagements "@CedarStResearch Any thoughts on the brokers today" [X Link](https://x.com/HettyGreen2020/status/1978925871529377948) [@HettyGreen2020](/creator/x/HettyGreen2020) 2025-10-16T20:47Z XXX followers, XXX engagements "$BETR Strong bid today. Maybe down tmw but from $50/share at last weeks post to now $XX. The thesis depends on mortgage rates superior AI product allowing software sales to partners and the history of Better. So potential for explosive earnings growth explains the move" [X Link](https://x.com/HettyGreen2020/status/1980309234026967514) [@HettyGreen2020](/creator/x/HettyGreen2020) 2025-10-20T16:24Z XXX followers, XXX engagements "@CedarStResearch After the Western Alliance and Zions Bank loan losses Vishal tweeted about Tinman's ability to review bank loan applications. I bet very few people are underwriting use cases beyond mortgage right now" [X Link](https://x.com/HettyGreen2020/status/1980348994305069204) [@HettyGreen2020](/creator/x/HettyGreen2020) 2025-10-20T19:02Z XXX followers, XX 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.]
@HettyGreen2020 StartMakingSense Capital
StartMakingSense Capital posts on X about $jef, $oprt, fed, $brk the most. They currently have XXX followers and XX posts still getting attention that total XX engagements in the last XX hours.
Engagements: XX #
- X Week XXXXX -XX%
- X Month XXXXXX +107%
- X Months XXXXXX +4,604%
Mentions: X #
- X Week XX +24%
- X Month XX +36%
- X Months XXX +1,975%
Followers: XXX #
- X Week XXX +2.50%
- X Month XXX +20%
- X Months XXX +481%
CreatorRank: undefined #
Social Influence #
Social category influence finance XXXXX% stocks XXXX% cryptocurrencies XXXX%
Social topic influence $jef 16.67%, $oprt #1, fed 8.33%, $brk 8.33%, $hci 4.17%, $xzo #1, $gwre 4.17%, $cash 4.17%, $nbn 4.17%, $bx XXXX%
Top accounts mentioned or mentioned by @cedarstresearch @standuquesne @lloydblankfein @vishalgarg10 @billackman @trumpwarroom @whitehouse @stephenm @realdonaldtrump @donaldjtrumpjr @danielsloeb1 @jessecohn4 @modestproposal1 @handlerrich @boujeebanker @lkpreserve @blue_eyes3532 @revgalerivs
Top assets mentioned Jefferies Financial Group Inc. (JEF) GUIDEWIRE SOFTWARE, INC. (GWRE) Blackstone, Inc. (BX) NVR, Inc. (NVR) D R Horton Inc (DHI) Deutsche Bank Aktiengesellschaft (DB) Centrifuge (CFG) GammaSwap (GS) Better Home & Finance Holding Company Class A Common Stock (BETR)
Top Social Posts #
Top posts by engagements in the last XX hours
"$HCI $XZO Positioned as an underwriting-first platform unlike the policy admin/billing/claims SaaS firms like $GWRE (which Exzeo also does). HCI LRs have been exceptional"
X Link @HettyGreen2020 2025-09-25T14:24Z XXX followers, XXX engagements
"@standuquesne Pathward $CASH is putting back to $OPRT all OPRT loans it has retained by Feb 2026 Makes you think"
X Link @HettyGreen2020 2025-10-15T18:49Z XXX followers, XX engagements
"$NBN (2/2) In loan purchases NBN cant compete with likes of $BX rnuntil How's lender finance Any partnerships with sponsors available Originations solid Buffer in NBN is the Huge earnings embedded in the net discount on purchased loans. Realization timing TBDrate dependent"
X Link @HettyGreen2020 2025-07-29T14:44Z XXX followers, XXX engagements
"$SDHC Hardly anyone talks about them industry low cycle times/capital efficiency growing in new markets. Legit could grow into a $NVR margin profile Hope they are repurchasing shares rn Illiquid so institutions have trouble with itexcept for unique shops like Conifer"
X Link @HettyGreen2020 2025-09-12T17:24Z XXX followers, XXX engagements
"@CedarStResearch There's pricing for a selling sponsor and pricing for post-offer performance If they selldown the rest at 20x it's still a great outcome Prime brokerage relats be damned - coverage bankers don't care anyway"
X Link @HettyGreen2020 2025-09-22T16:22Z XXX followers, XXX engagements
"Gonna be a long weekend at $JEF Theyre much smaller than any G-SIB More to learn but a G-SIB with large exposure to $JEF would likely get Fed relief if abs necessary No politician cares about Handler or $JEF shareholders"
X Link @HettyGreen2020 2025-10-11T01:03Z XXX followers, 1302 engagements
"As a % of $JEF book value the likely loss is painful but not ruinous But if somehow client confidence is lost Buffett $BRK gets a call and takes a preferred with warrants and replaces Handler with a @lloydblankfein type"
X Link @HettyGreen2020 2025-10-11T02:40Z XXX followers, 1747 engagements
"$JEF Not ideal"
X Link @HettyGreen2020 2025-10-12T12:52Z XXX followers, 1189 engagements
"$FNMA $FMCC The simplest bearish explanation here is that Bessent wants full SPS conversion and Pulte disagrees but is losing the argument The tweet is an FU to Bessent and a vague enough caveat emptor"
X Link @HettyGreen2020 2025-10-13T17:14Z XXX followers, 7514 engagements
"$OPRT cratering is a CDFI After Tricolor some borrowing from @standuquesne : "Short then investigate" Unlike Tricolor (auto) OPRT does UNsecured consumer loans to poor ppl. XXX avg score vs XXX = less default risk but little to no recovery $JEF $GS $DB do the sec'zs"
X Link @HettyGreen2020 2025-10-15T18:46Z XXX followers, XXX engagements
"@CedarStResearch Any thoughts on the brokers today"
X Link @HettyGreen2020 2025-10-16T20:47Z XXX followers, XXX engagements
"$BETR Strong bid today. Maybe down tmw but from $50/share at last weeks post to now $XX. The thesis depends on mortgage rates superior AI product allowing software sales to partners and the history of Better. So potential for explosive earnings growth explains the move"
X Link @HettyGreen2020 2025-10-20T16:24Z XXX followers, XXX engagements
"@CedarStResearch After the Western Alliance and Zions Bank loan losses Vishal tweeted about Tinman's ability to review bank loan applications. I bet very few people are underwriting use cases beyond mortgage right now"
X Link @HettyGreen2020 2025-10-20T19:02Z XXX followers, XX engagements