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# ![@HighyieldHarry Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1279851525750300672.png) @HighyieldHarry High Yield Harry

High Yield Harry is likely related to discussions about high-yield investments and finance. Conversations seem to be centered around the diligence dynamics of public vs private credit, with some analysts expressing concerns about the lack of understanding among those outside of credit. There are also mentions of significant events, such as the First Brands bankruptcy and changes in private credit deployment.

### Engagements: [---------] [#](/creator/twitter::1279851525750300672/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1279851525750300672/c:line/m:interactions.svg)

- [--] Week [---------] -25%
- [--] Month [----------] +2.10%
- [--] Months [-----------] -41%
- [--] Year [-----------] +103%

### Mentions: [--] [#](/creator/twitter::1279851525750300672/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1279851525750300672/c:line/m:posts_active.svg)

- [--] Week [---] -2.90%
- [--] Month [---] +30%
- [--] Months [-----] +49%
- [--] Year [-----] +68%

### Followers: [-------] [#](/creator/twitter::1279851525750300672/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1279851525750300672/c:line/m:followers.svg)

- [--] Week [-------] +3.50%
- [--] Month [-------] +23%
- [--] Months [-------] +49%
- [--] Year [-------] +70%

### CreatorRank: [-----] [#](/creator/twitter::1279851525750300672/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1279851525750300672/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  17.16% [technology brands](/list/technology-brands)  10.65% [stocks](/list/stocks)  10.06% [financial services](/list/financial-services)  #1226 [celebrities](/list/celebrities)  2.37% [countries](/list/countries)  2.37% [nfl](/list/nfl)  1.18% [products](/list/products)  0.59% [musicians](/list/musicians)  0.59% [ncaa football](/list/ncaa-football)  0.59%

**Social topic influence**
[this is](/topic/this-is) #1342, [ai](/topic/ai) 4.73%, [software](/topic/software) #1005, [open ai](/topic/open-ai) #3176, [investment](/topic/investment) 2.96%, [end of](/topic/end-of) 2.37%, [if you](/topic/if-you) 2.37%, [finance](/topic/finance) #270, [the world](/topic/the-world) 2.37%, [the big](/topic/the-big) 1.78%

**Top accounts mentioned or mentioned by**
[@grok](/creator/undefined) [@sxcnxxx](/creator/undefined) [@buysidehub](/creator/undefined) [@sugaweez](/creator/undefined) [@onyxaurelius](/creator/undefined) [@wallstrollup](/creator/undefined) [@riannestapa](/creator/undefined) [@tommyokid](/creator/undefined) [@tryshortcutai](/creator/undefined) [@xonoxue](/creator/undefined) [@moseskagan](/creator/undefined) [@davidandrews808](/creator/undefined) [@tomcafarella](/creator/undefined) [@andrewmc179](/creator/undefined) [@gleesonsystems](/creator/undefined) [@jimmythingslide](/creator/undefined) [@kevinfrisz](/creator/undefined) [@anonymouswallis](/creator/undefined) [@craigspeculator](/creator/undefined) [@savalytics](/creator/undefined)

**Top assets mentioned**
[Salesforce Inc (CRM)](/topic/$crm) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Crane Holdings, Co. (CR)](/topic/$cr) [Goldman Sachs (GS)](/topic/goldman-sachs) [BlackRock Inc (BLK)](/topic/blackrock) [DraftKings Inc. Class A Common Stock (DKNG)](/topic/$dkng) [Klarna Group plc (KLAR)](/topic/klarna) [Deutsche Bank Aktiengesellschaft (DB)](/topic/$db) [Apple, Inc. (AAPL)](/topic/$aapl) [Morgan Stanley (MS)](/topic/morgan-stanley)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Unreal after scene Ladies & Gentlemen The Weekend https://t.co/WDp9HWmUX4 Ladies & Gentlemen The Weekend https://t.co/WDp9HWmUX4"  
[X Link](https://x.com/HighyieldHarry/status/2022668146084319368)  2026-02-14T13:44Z 210.6K followers, 296.7K engagements


"Great read from Bloomberg on the end of private equity as we know it"  
[X Link](https://x.com/HighyieldHarry/status/1970255501343760851)  2025-09-22T22:34Z 210.6K followers, 511.9K engagements


"Were seeing Buyside bonus data starting to flow in heavily on @Buyside_Hub Recent submissions include Ares Blackrock Blue Owl HPS Octagon Golub Antares DE Shaw Citadel and HIG. The full @Buyside_Hub comp report will be very detailed"  
[X Link](https://x.com/HighyieldHarry/status/2019404802996989996)  2026-02-05T13:36Z 210.6K followers, 13.7K engagements


"*DRAFTKINGS SEES [----] REV. $6.5B TO $6.9B EST. $7.32B This is wild I thought this was a floor but clearly getting bodied by predictions markets. $DKNG is -15% after hours rn"  
[X Link](https://x.com/HighyieldHarry/status/2022092659758870609)  2026-02-12T23:37Z 210.6K followers, 60.8K engagements


"Goldmans legal chief is finally leaving after all these Epstein emails. Seems like David Solomon was backing her to stay for quite a while"  
[X Link](https://x.com/HighyieldHarry/status/2022148879572238705)  2026-02-13T03:20Z 210.5K followers, 15.5K engagements


"Hottish take I think we cut [--] times this year (75bps) and 100bps of cuts is more realistic than people think. Disagree"  
[X Link](https://x.com/HighyieldHarry/status/2023085239179039114)  2026-02-15T17:21Z 210.6K followers, 14.2K engagements


"Almost intern season - not long until NYC is flooded with these goofy ass mfs"  
[X Link](https://x.com/HighyieldHarry/status/1663870384632897538)  2023-05-31T11:29Z 208.8K followers, 936.5K engagements


"Me replying sounds good will do"  
[X Link](https://x.com/anyuser/status/1725348212939055402)  2023-11-17T03:00Z 208.6K followers, 801.1K engagements


"Me after accidentally getting hammered at the holiday party"  
[X Link](https://x.com/HighyieldHarry/status/1733133053424185358)  2023-12-08T14:34Z 208.8K followers, 1.4M engagements


"Ladies & Gentlemen The Weekend"  
[X Link](https://x.com/HighyieldHarry/status/1791532701603794967)  2024-05-17T18:14Z 208.8K followers, 4.2M engagements


"Our intern after he makes an honest mistake that we dont really care about"  
[X Link](https://x.com/HighyieldHarry/status/1796557675360346322)  2024-05-31T15:01Z 208.8K followers, 5.3M engagements


"Lets Run It Back Ladies & Gentlemen The Weekend"  
[X Link](https://x.com/anyuser/status/1801663430991982873)  2024-06-14T17:10Z 208.6K followers, 709.3K engagements


"If you looked at this photo with zero context what would you think this is"  
[X Link](https://x.com/anyuser/status/1844736328572801467)  2024-10-11T13:46Z 208.6K followers, 3.6M engagements


"We need to bring back Silicon Valley"  
[X Link](https://x.com/anyuser/status/1844752549728923773)  2024-10-11T14:50Z 208.6K followers, 471.2K engagements


"Me rapping to myself while Im building an excel model with my AirPods in"  
[X Link](https://x.com/HighyieldHarry/status/1846959153971187905)  2024-10-17T16:59Z 208.8K followers, 4.2M engagements


"@lilydsmith The Rizzler was born via immaculate conception Lisan Al Gaib"  
[X Link](https://x.com/HighyieldHarry/status/1851302070697300230)  2024-10-29T16:36Z 208.8K followers, 269.7K engagements


"Im coming 🚨 Dua Lipa and her team are stranded in South Korea there is a coup d'tat and their shows will probably be canceled. South Korean citizens are prohibited from going out on the street. https://t.co/s8YGaEZxHS 🚨 Dua Lipa and her team are stranded in South Korea there is a coup d'tat and their shows will probably be canceled. South Korean citizens are prohibited from going out on the street. https://t.co/s8YGaEZxHS"  
[X Link](https://x.com/HighyieldHarry/status/1864434170891575724)  2024-12-04T22:18Z 208.8K followers, 3.1M engagements


"Happy Valentines Day"  
[X Link](https://x.com/HighyieldHarry/status/1890467604638154825)  2025-02-14T18:26Z 208.7K followers, 678.9K engagements


"Ladies & Gentlemen The Weekend"  
[X Link](https://x.com/HighyieldHarry/status/1890494469310406879)  2025-02-14T20:12Z 208.8K followers, 636.7K engagements


"The stripper at E11EVEN letting me know she never does this but she really likes me"  
[X Link](https://x.com/HighyieldHarry/status/1902054740420166053)  2025-03-18T17:49Z 208.8K followers, 794K engagements


"55 Saratoga Waters [--] Bananas [--] Bags of Ice"  
[X Link](https://x.com/anyuser/status/1903890296435290167)  2025-03-23T19:23Z 208.6K followers, 4.5M engagements


"You are not getting hired in finance with this template Best resume template https://t.co/mMrgQK5Bnf Best resume template https://t.co/mMrgQK5Bnf"  
[X Link](https://x.com/anyuser/status/1905640963235549638)  2025-03-28T15:19Z 208.6K followers, 3M engagements


"20% ON THE EU 34% ON CHINA 46% ON VIETNAM 24% ON JAPAN 49% ON CAMBODIA 25% ON SOUTH KOREA 36% ON THAILAND 47% ON MADAGASCAR 38% ON GUYANA"  
[X Link](https://x.com/anyuser/status/1907548306269446211)  2025-04-02T21:38Z 208.6K followers, 6.8M engagements


"The Corporate Girlie with 100% of her savings in her checking account is cooking us YTD"  
[X Link](https://x.com/HighyieldHarry/status/1908173365979889958)  2025-04-04T15:02Z 208.8K followers, 421.2K engagements


"PENGUINS LAND TO DISCUSS RETALIATORY TARIFFS - WALTER BLOOMBERG"  
[X Link](https://x.com/HighyieldHarry/status/1909675221377831366)  2025-04-08T18:30Z 207.8K followers, 595.1K engagements


"Id like to unwind my Burrito Default Swaps. Klarna losses widen as more users miss payments; [---] million now on platform FT Klarna losses widen as more users miss payments; [---] million now on platform FT"  
[X Link](https://x.com/HighyieldHarry/status/1924818991245042032)  2025-05-20T13:26Z 208.9K followers, 793K engagements


"Bill Ackman rn"  
[X Link](https://x.com/anyuser/status/1930701874589540684)  2025-06-05T19:02Z 208.6K followers, 1M engagements


"ChatGPT please tell me the next big meme stock. Make no mistakes"  
[X Link](https://x.com/HighyieldHarry/status/1948722554031559048)  2025-07-25T12:30Z 208.9K followers, 97.5K engagements


"Not pictured - convincing every relative of yours + old high school friends to buy life insurance from you Day in the life of my Northwestern Mutual internship https://t.co/wbzFOlPjC4 Day in the life of my Northwestern Mutual internship https://t.co/wbzFOlPjC4"  
[X Link](https://x.com/anyuser/status/1953073718055317911)  2025-08-06T12:40Z 208.6K followers, 2.9M engagements


"Hot take but I wish U.S. sports had promotion/relegation Would prefer watching teams fight to stay out of relegation zone instead of tanking or circling the drain"  
[X Link](https://x.com/HighyieldHarry/status/1957522010898145310)  2025-08-18T19:16Z 208.7K followers, 59.3K engagements


"Average quantum computing company HQ"  
[X Link](https://x.com/anyuser/status/1974537845164646470)  2025-10-04T18:11Z 208.6K followers, 237.9K engagements


"Disagree I was inspired by these guys An entire generation watched The Big Short thought Michael Burry was cool and spent the next decade calling everything a bubble. An entire generation watched The Big Short thought Michael Burry was cool and spent the next decade calling everything a bubble"  
[X Link](https://x.com/HighyieldHarry/status/1977876531000037460)  2025-10-13T23:18Z 208.8K followers, 1.1M engagements


"SALESFORCE $CRM AND OPENAI JUST ANNOUNCED A PARTNERSHIP "This first of its kind partnership will let companies access Salesforce's Agentforce [---] platform in ChatGPT querying sales records reviewing customer conversations or building Tableau visualizations simply by typing https://t.co/4EYJYYFetS SALESFORCE $CRM AND OPENAI JUST ANNOUNCED A PARTNERSHIP "This first of its kind partnership will let companies access Salesforce's Agentforce [---] platform in ChatGPT querying sales records reviewing customer conversations or building Tableau visualizations simply by typing https://t.co/4EYJYYFetS"  
[X Link](https://x.com/HighyieldHarry/status/1978084595489718655)  2025-10-14T13:04Z 208.8K followers, 730.1K engagements


"Comment of the day btw Congratulations @jpmorgan on the opening of your new headquarters 🎉🙏 https://t.co/Dnhw2SkbYe Congratulations @jpmorgan on the opening of your new headquarters 🎉🙏 https://t.co/Dnhw2SkbYe"  
[X Link](https://x.com/HighyieldHarry/status/1981523582263185483)  2025-10-24T00:50Z 209.1K followers, 825.9K engagements


"Deutsche Bank is exploring ways to hedge its exposure to data centers. It's looking at options including shorting a basket of AI-related stocks and buying default protection via synthetic risk transfers. https://t.co/7Hn6MK7yDk Deutsche Bank is exploring ways to hedge its exposure to data centers. It's looking at options including shorting a basket of AI-related stocks and buying default protection via synthetic risk transfers. https://t.co/7Hn6MK7yDk"  
[X Link](https://x.com/HighyieldHarry/status/1986070604781601246)  2025-11-05T13:58Z 208.8K followers, 2M engagements


"Michael Burry and DB are both shorting AI now Welcome back The Big Short"  
[X Link](https://x.com/HighyieldHarry/status/1986216890557943950)  2025-11-05T23:39Z 208.8K followers, 530.1K engagements


"The surprising names: TRUMP: WE HAVE SOME SURPRISING NAMES FOR FED CHAIRS WE MAY GO THE STANDARD WAY TRUMP: WE HAVE SOME SURPRISING NAMES FOR FED CHAIRS WE MAY GO THE STANDARD WAY"  
[X Link](https://x.com/HighyieldHarry/status/1990852195109998773)  2025-11-18T18:38Z 207.7K followers, 79.9K engagements


"How to explain the Janus Henderson buyout to NFL quarterback Bo Nix"  
[X Link](https://x.com/HighyieldHarry/status/2003175218534404595)  2025-12-22T18:46Z 208.5K followers, 21.3K engagements


"Its Over Introducing Cowork: Claude Code for the rest of your work. Cowork lets you complete non-technical tasks much like how developers use Claude Code. https://t.co/EqckycvFH3 Introducing Cowork: Claude Code for the rest of your work. Cowork lets you complete non-technical tasks much like how developers use Claude Code. https://t.co/EqckycvFH3"  
[X Link](https://x.com/HighyieldHarry/status/2010843575802597413)  2026-01-12T22:37Z 205.1K followers, 2M engagements


"Btw I have almost zero interest in buying the dip on these low-AI-moat high SBC companies. But what are the few companies unfairly caught in the selloff worth buying/reconsidering How it feels having negligible exposure to all these low-AI-moat software companies that have sold off https://t.co/n2gGqZEMZq How it feels having negligible exposure to all these low-AI-moat software companies that have sold off https://t.co/n2gGqZEMZq"  
[X Link](https://x.com/HighyieldHarry/status/2012519778313765133)  2026-01-17T13:38Z 208.5K followers, 129.6K engagements


"2026 is going to be my year. Me and the boys in Greenland next quarter:"  
[X Link](https://x.com/HighyieldHarry/status/2013726681282773461)  2026-01-20T21:33Z 208.7K followers, 1.5M engagements


"New Yorkers barricading themselves in for this snow storm:"  
[X Link](https://x.com/HighyieldHarry/status/2014707962699223315)  2026-01-23T14:33Z 208.8K followers, 186.8K engagements


"Explaining how the Nvidia Coreweave deal works:"  
[X Link](https://x.com/HighyieldHarry/status/2015897598280814651)  2026-01-26T21:20Z 204.1K followers, [----] engagements


"I just got asked by a 20-something year old HY Analyst about whether these types of performing buyside credit roles will still in exist in [--] years. Given I was just in that predicament I have a lot of thoughts. First the Buyside is shrinking. Headcount is going down - end of story. Consolidation is here and fundraising is competitive. But plain vanilla Buyside credit isn't going to vanish and AI isn't going to replace the ability to make investment decisions. AI will speed up processes from modeling to investment memorandum preparation but fact checking and real human verification of the"  
[X Link](https://x.com/HighyieldHarry/status/2016266554149629984)  2026-01-27T21:46Z 204.2K followers, 48.3K engagements


"The guy with Olive Oil as an interest on his resume:"  
[X Link](https://x.com/HighyieldHarry/status/2016307091036922083)  2026-01-28T00:27Z 206.6K followers, 325.1K engagements


"Billy this is our top applicant. He has a [----] GPA hes working himself through college is President of his Investment Club and has two prior IB internships. His flaw is his favorite hobby is Olive Oil"  
[X Link](https://x.com/HighyieldHarry/status/2016309821213999337)  2026-01-28T00:38Z 203.2K followers, 669.3K engagements


"The Morningstar US Leveraged Loan Index is on the move lower. Chart via @tracyalloway"  
[X Link](https://x.com/HighyieldHarry/status/2016943256907501706)  2026-01-29T18:35Z 202.9K followers, [----] engagements


"Dont think Ive ever seen a company with as much Shiny Object Syndrome. Feels like OpenAI has been way too distracted on other things the past [--] months. OpenAI is reportedly exploring a real humans only social app to rival X potentially requiring biometric proof of personhood via $AAPL Face ID or Worldcoins iris scan. https://t.co/HnfuGP8S6b OpenAI is reportedly exploring a real humans only social app to rival X potentially requiring biometric proof of personhood via $AAPL Face ID or Worldcoins iris scan. https://t.co/HnfuGP8S6b"  
[X Link](https://x.com/HighyieldHarry/status/2017244999067291845)  2026-01-30T14:34Z 205.6K followers, 113.8K engagements


"Someone remind me how much Meta spent on the Metaverse All while producing nothing while Google is doing this as a side quest. Step inside Project Genie: our experimental research prototype that lets you create edit and explore virtual worlds. 🌎 https://t.co/HQr1FRNlpy Step inside Project Genie: our experimental research prototype that lets you create edit and explore virtual worlds. 🌎 https://t.co/HQr1FRNlpy"  
[X Link](https://x.com/HighyieldHarry/status/2017285249378496600)  2026-01-30T17:14Z 203K followers, 68.4K engagements


"Ladies & Gentlemen The Weekend"  
[X Link](https://x.com/HighyieldHarry/status/2017320711858139466)  2026-01-30T19:35Z 203.8K followers, 105.6K engagements


"Unbelievable disgraced meme account Ramp Capital has been named multiple times in the recent Epstein files release"  
[X Link](https://x.com/HighyieldHarry/status/2017694340751986729)  2026-01-31T20:19Z 203.1K followers, 23.7K engagements


"Damn Sicario II is such a falloff sequel. Had to turn that shit off and watch Sicario for the 27th time"  
[X Link](https://x.com/HighyieldHarry/status/2018094431019126838)  2026-02-01T22:49Z 205.3K followers, 172K engagements


"*SPACEX IS SAID TO BE IN ADVANCED TALKS TO COMBINE WITH XAI"  
[X Link](https://x.com/HighyieldHarry/status/2018305400601223650)  2026-02-02T12:48Z 203.8K followers, 45.3K engagements


"Congrats on being acquired *It was a firesale*"  
[X Link](https://x.com/HighyieldHarry/status/2018376428484530224)  2026-02-02T17:30Z 205.1K followers, 18K engagements


"Youre valuing xAI at how much"  
[X Link](https://x.com/HighyieldHarry/status/2018465065507434503)  2026-02-02T23:22Z 206.6K followers, 68.8K engagements


"How Ted Pick is moving this year (Morgan Stanley is advising Elon on everything)"  
[X Link](https://x.com/HighyieldHarry/status/2018474290832949394)  2026-02-02T23:59Z 204.2K followers, 48.9K engagements


"Mad Men Business Lessons (Part I): You can learn a lot from Harry Crane early on in the show: He quickly identified that the world was moving from magazines and radio towards TV and repositioned himself from a commoditized Media Buyer role into "the Head of the TV Department." He took a look at what other agencies were doing realized Sterling Cooper needed a TV department and created his own job and career tailwinds by skating to where the puck was going. He ended up as one of the more successful characters on the show at the end. https://twitter.com/i/web/status/2018491857404072191"  
[X Link](https://x.com/HighyieldHarry/status/2018491857404072191)  2026-02-03T01:08Z 208.6K followers, 362.4K engagements


"There is a massive dispersion in Investment Banking bonuses so far this year. On @Buyside_Hub we're seeing a lot of $80k-$100k bonuses for junior IB professionals but some folks are getting peanuts ($15k-$25k). Can access thousands of datapoints on @Buyside_Hub We're loaded with Buyside data but accidentally became full of Banking compensation analysis. https://twitter.com/i/web/status/2018690758224576861 https://twitter.com/i/web/status/2018690758224576861"  
[X Link](https://x.com/HighyieldHarry/status/2018690758224576861)  2026-02-03T14:19Z 205K followers, 23K engagements


"Wow this software company is getting destroyed by AI today"  
[X Link](https://x.com/HighyieldHarry/status/2018743563085815949)  2026-02-03T17:49Z 206.8K followers, 64.9K engagements


"Realizing the Golden Age of Private Credit is actually over now BDC land is also taking a nosedive https://t.co/B6pghVF8Dn BDC land is also taking a nosedive https://t.co/B6pghVF8Dn"  
[X Link](https://x.com/HighyieldHarry/status/2018828278119678321)  2026-02-03T23:25Z 208.7K followers, 154.4K engagements


"Mad Men Business Lessons (Part II): Paul Kinsey's ceiling. Kinsey was obviously very well educated. He went to an Ivy (I think Princeton) and was quite articulate. The problem His Ivy degree didn't mean anything after a few years. While it may have gotten his foot in the door and while he had all these intellectual musings he's ultimately shown to be not actually be smart enough to do the job. In season [--] he's regularly upstaged by Peggy Olson who despite joining the firm as a secretary clearly has the "It factor" and ability to do the job that he lacks. In one of his final episodes you see"  
[X Link](https://x.com/HighyieldHarry/status/2018831732485558475)  2026-02-03T23:39Z 204.2K followers, 284.8K engagements


"Sam Altman seeing these Claude Ads"  
[X Link](https://x.com/HighyieldHarry/status/2019095070574616931)  2026-02-04T17:05Z 208.7K followers, 33.7K engagements


"What *ALPHABET SEES [----] CAPEX $175B TO $185B EST. $119.5B *ALPHABET SEES [----] CAPEX $175B TO $185B EST. $119.5B"  
[X Link](https://x.com/HighyieldHarry/status/2019156697814614199)  2026-02-04T21:10Z 208.8K followers, 249K engagements


"Life as a Software Investor in 2026"  
[X Link](https://x.com/HighyieldHarry/status/2019213750796947698)  2026-02-05T00:57Z 202.8K followers, 10.8K engagements


"First casualty in the SaaSpocalypse"  
[X Link](https://x.com/HighyieldHarry/status/2019222134078275857)  2026-02-05T01:30Z 207.9K followers, 26.7K engagements


"Not sure why but I cant root for Don Draper as a protagonist. Tony Soprano Walter White Saul Goodman Nucky Thompson and Vic Mackey Theyre all heroes to me though"  
[X Link](https://x.com/HighyieldHarry/status/2019248361623417128)  2026-02-05T03:14Z 203.2K followers, 20.7K engagements


"This is what I imagine Claude looks like"  
[X Link](https://x.com/HighyieldHarry/status/2019471169305371030)  2026-02-05T18:00Z 203.1K followers, 16K engagements


"Bad news guys Walter Jr. has been margin called"  
[X Link](https://x.com/HighyieldHarry/status/2019509051437248632)  2026-02-05T20:30Z 207.7K followers, 15K engagements


"Walking onto the trading floor today:"  
[X Link](https://x.com/HighyieldHarry/status/2019754032470839508)  2026-02-06T12:44Z 205K followers, 43.5K engagements


"Sorry Ops Team Goldman Sachs is leveraging Anthropic's AI model to automate back-office work Anthropic engineers have spent [--] months at Goldman looking to automate accounting and compliance roles Goldman expects to launch agents "soon" Goldman Sachs is leveraging Anthropic's AI model to automate back-office work Anthropic engineers have spent [--] months at Goldman looking to automate accounting and compliance roles Goldman expects to launch agents "soon""  
[X Link](https://x.com/HighyieldHarry/status/2019767972781265367)  2026-02-06T13:39Z 205.7K followers, 308.1K engagements


"Even when theres the eventual SaaS stock rebound there are dozens of names I have zero interest in ever holding now"  
[X Link](https://x.com/HighyieldHarry/status/2019779878090920254)  2026-02-06T14:27Z 205K followers, [----] engagements


"Past few months have been incredible. Keep locking in. Time to lock in https://t.co/8W4Ui1SYVE Time to lock in https://t.co/8W4Ui1SYVE"  
[X Link](https://x.com/HighyieldHarry/status/2019852392271946045)  2026-02-06T19:15Z 207.5K followers, 1.2M engagements


"This isn't a good move @thomabravo Unless you want to add a 3-day headsup re: any attempts to coordinate with a deal-away lender"  
[X Link](https://x.com/HighyieldHarry/status/2019907957186797684)  2026-02-06T22:55Z 205.7K followers, 40.5K engagements


"@growing_daniel Ppl dont realize how fried the youth are many of them cant go [--] seconds without some slang"  
[X Link](https://x.com/HighyieldHarry/status/2020224479327080578)  2026-02-07T19:53Z 203.9K followers, [----] engagements


"Congratulations your fifa World Cup ticket applications were successful"  
[X Link](https://x.com/HighyieldHarry/status/2020233409247997985)  2026-02-07T20:29Z 208.7K followers, 55.2K engagements


"Weve heard about MM PE struggling.but this is a new one. Law firm Jones Day has sued Centre Lane Partners a PE firm accusing them for failing to pay more than $9.6mm in legal fees across dozens of its portfolio companies. Jones Day claims Centre Lane suddenly stopped paying invoices in [----]. Law firm Jones Day has sued Centre Lane Partners a PE firm accusing them for failing to pay more than $9.6mm in legal fees across dozens of its portfolio companies. Jones Day claims Centre Lane suddenly stopped paying invoices in 2024"  
[X Link](https://x.com/HighyieldHarry/status/2020263118392467626)  2026-02-07T22:27Z 207K followers, 92.4K engagements


"Patriots fans just got frame mogged at the Polymarket portal CHAOS HAS ERUPTED AT THE POLYMARKET PORTAL https://t.co/Ct0zaaKHOP CHAOS HAS ERUPTED AT THE POLYMARKET PORTAL https://t.co/Ct0zaaKHOP"  
[X Link](https://x.com/HighyieldHarry/status/2020591193562984908)  2026-02-08T20:10Z 205K followers, 19.7K engagements


"Pretty boring Super Bowl so far. If we had the LA Rams and the New York Jets instead itd be way more interesting"  
[X Link](https://x.com/HighyieldHarry/status/2020654172174209134)  2026-02-09T00:21Z 208.4K followers, 12.5K engagements


"Palmer Luckey vs. Jason Calacanis"  
[X Link](https://x.com/HighyieldHarry/status/2020864235027235129)  2026-02-09T14:15Z 205.7K followers, [----] engagements


"The woke mob doesnt want you to know that you can just leave NYC and go to a suburban town with a great public school system. 👀 NYC private school tuition hits $70k/year Per Bloomberg "Prices have risen dramatically in the past decade up from a median of $39900 in 2014." https://t.co/n41A7jHPhP 👀 NYC private school tuition hits $70k/year Per Bloomberg "Prices have risen dramatically in the past decade up from a median of $39900 in 2014." https://t.co/n41A7jHPhP"  
[X Link](https://x.com/HighyieldHarry/status/2020965457587732627)  2026-02-09T20:58Z 209.1K followers, 105.7K engagements


"@TommyOKid The Cleveland browns"  
[X Link](https://x.com/HighyieldHarry/status/2020990027711303945)  2026-02-09T22:35Z 205.4K followers, [----] engagements


"I get why youre inclined to ask this theres probs a good success rate of ppl who can answer this correctly. But respectfully this doesnt matter for IB PE Credit at all. I recently interviewed an investment banking analyst at a top shop (also top undergrad) for a role at my company. Asked her the following question which I thought was super easy but she fumbled. I was absolutely floored. The question: In Q1 you purchase a flight from Delta I recently interviewed an investment banking analyst at a top shop (also top undergrad) for a role at my company. Asked her the following question which I"  
[X Link](https://x.com/HighyieldHarry/status/2021006913744535652)  2026-02-09T23:42Z 207.6K followers, 134.7K engagements


"Docusign: [------] Headcounts for assorted companies: Salesforce: [-----] ServiceNow: [-----] Workday: [-----] Zoom: [-----] Docusign: [----] OpenAI: [----] Okta: [----] UiPath: [----] Sprinklr: [----] Anthropic: [----] Yes UiPath still has more employees than Anthropic. Infer from that what you will. Headcounts for assorted companies: Salesforce: [-----] ServiceNow: [-----] Workday: [-----] Zoom: [-----] Docusign: [----] OpenAI: [----] Okta: [----] UiPath: [----] Sprinklr: [----] Anthropic: [----] Yes UiPath still has more employees than Anthropic. Infer from that what you will"  
[X Link](https://x.com/HighyieldHarry/status/2021060483621814609)  2026-02-10T03:15Z 208.7K followers, 316K engagements


"For anyone successful that's 40+ what's the best advice you'd give to someone at [--] regarding their 30s"  
[X Link](https://x.com/HighyieldHarry/status/2021293221566161057)  2026-02-10T18:40Z 208.6K followers, 83.9K engagements


"My inclination so far is: 1) you're building to the man you want to be at [--] 2) you're checking off the last remaining boxes of more youthful things you can do 3) Need to make decision re: having family & not make a mistake re: your partner. 4) Need to come to terms with hitting an athletic ceiling and potentially retiring from the recreation sports you're playing"  
[X Link](https://x.com/HighyieldHarry/status/2021293962108063773)  2026-02-10T18:43Z 207.7K followers, 29.1K engagements


"BREAKING - Im exclusively partnering with @tryshortcutai - the no brainer AI excel agent to use. Its gonna be a crazy year in AI"  
[X Link](https://x.com/HighyieldHarry/status/2021325925393043817)  2026-02-10T20:50Z 207.7K followers, [----] engagements


"@Cashflow_Cowboy @tryshortcutai yay"  
[X Link](https://x.com/HighyieldHarry/status/2021339941251448951)  2026-02-10T21:46Z 206.2K followers, [---] engagements


"This + the way a lot financial information software companies have traded lately should be catching ppl's attention. Even if you think it's oversold/AI there isn't there today idk how you don't think there's significant change coming to the financial services industry. the AI disruption trade just hit financial services Again. a startup that launched an AI tax planning tool isn't going to replace Schwab anytime soon. But its a real product doing in minutes what advisors charge thousands for. that's all the market needs right now to reprice https://t.co/ykhWMRzPje the AI disruption trade just"  
[X Link](https://x.com/HighyieldHarry/status/2021347844154908989)  2026-02-10T22:17Z 207.7K followers, 40.2K engagements


"Why should Goldman Sachs hire you"  
[X Link](https://x.com/HighyieldHarry/status/2021407877223616957)  2026-02-11T02:16Z 208.7K followers, 12.5K engagements


"Software: From Eating The World To No Terminal Value Heres the @WallStRollup investing club teams latest newsletter: https://www.thewallstreetrollup.com/p/software-from-eating-the-world-to-no-terminal-value https://www.thewallstreetrollup.com/p/software-from-eating-the-world-to-no-terminal-value"  
[X Link](https://x.com/HighyieldHarry/status/2021583552727388224)  2026-02-11T13:54Z 207.7K followers, [----] engagements


"Tbf Bert was the Founder mode guy while Robert was the nepo baby"  
[X Link](https://x.com/HighyieldHarry/status/2021605889833127964)  2026-02-11T15:22Z 209.1K followers, 17.9K engagements


"@xonoxue Sorry Roger* I have Robert Spearing in my head too"  
[X Link](https://x.com/HighyieldHarry/status/2021613019747242284)  2026-02-11T15:51Z 207K followers, [---] engagements


"@moseskagan Theyre washed"  
[X Link](https://x.com/HighyieldHarry/status/2021619797382050044)  2026-02-11T16:18Z 207.7K followers, [----] engagements


"Do you feel in charge"  
[X Link](https://x.com/HighyieldHarry/status/2021682238476193977)  2026-02-11T20:26Z 209.1K followers, [----] engagements


"Bert Cooper was washed up and Roger Sterling is a Nepo baby who lost the biggest account w/out a word. They literally admitted at the end of Season [--] that they'd be fired if they got sold to Mccann That's not a meritocracy those are two men any org. would immediately can. Most realistic part of Mad Men is how these two old guys sit around doing nothing while taking the bulk of the economics. https://t.co/Vr1NcuHx45 Most realistic part of Mad Men is how these two old guys sit around doing nothing while taking the bulk of the economics. https://t.co/Vr1NcuHx45"  
[X Link](https://x.com/HighyieldHarry/status/2021752574668349726)  2026-02-12T01:05Z 208.8K followers, 40.9K engagements


"As someone with my largest single-names being Meta Google and Amazon I definitely get why Ackman is prioritizing them Even if he's supposed to own more of the less obvious stuff There's a ton of uncertainty in Tech but generally think the big guys are best positioned for AI"  
[X Link](https://x.com/HighyieldHarry/status/2021971566398255344)  2026-02-12T15:36Z 208.6K followers, 14.7K engagements


"@Restructuring__ @WallStRollup bro"  
[X Link](https://x.com/HighyieldHarry/status/2022165107216986229)  2026-02-13T04:25Z 208.7K followers, [---] engagements


"Everyone holding HODL HODL"  
[X Link](https://x.com/anyuser/status/2019438432993603606)  2026-02-05T15:50Z 210.5K followers, 980.7K engagements


"Were getting into mobile banking and Mr. Beast is our new CEO"  
[X Link](https://x.com/HighyieldHarry/status/2021222331209716035)  2026-02-10T13:58Z 210.6K followers, 96.4K engagements


"This video going viral right before the software selloff was prophetic"  
[X Link](https://x.com/HighyieldHarry/status/2022368626926375344)  2026-02-13T17:53Z 210.6K followers, 206.1K engagements


"@fed_speak I get that ppl hate Sammys song but I just cant believe how many ppl are so hyperbolically negative about this movie. Rocky road to Dublin was insane in theatres. Maybe it was a better theatre watch but delroy lindo was incredible too"  
[X Link](https://x.com/HighyieldHarry/status/2023042713147646112)  2026-02-15T14:32Z 210.6K followers, 10.7K engagements


"Crazy stuff - Hyperscaler credit default swap demand is on fire"  
[X Link](https://x.com/HighyieldHarry/status/2023122696611983441)  2026-02-15T19:50Z 210.6K followers, 41.7K engagements


"Time to lock in"  
[X Link](https://x.com/HighyieldHarry/status/1988237105055543754)  2025-11-11T13:27Z 210.5K followers, 2M engagements


"New year same intensity:"  
[X Link](https://x.com/HighyieldHarry/status/2007953316874203481)  2026-01-04T23:12Z 210.5K followers, 1.1M engagements


"How everyone using Claude has been moving the past couple of weeks"  
[X Link](https://x.com/HighyieldHarry/status/2015836572189437986)  2026-01-26T17:17Z 210.5K followers, 459.8K engagements


"AI Companies as EPL clubs: Claude = Arsenal Gemini = Man City OpenAI = Liverpool Perplexity = Tottenham"  
[X Link](https://x.com/HighyieldHarry/status/2021371346429551096)  2026-02-10T23:50Z 210.5K followers, 61.7K engagements


"Fintech companies want to be banks. Banks want to be fintech companies. Fintech companies want to be banks. Banks want to be fintech companies"  
[X Link](https://x.com/HighyieldHarry/status/2021953850563842357)  2026-02-12T14:25Z 210.5K followers, 122.5K engagements


"Your bonus this year will be 150% of base"  
[X Link](https://x.com/HighyieldHarry/status/2021960531662516245)  2026-02-12T14:52Z 210.5K followers, 601.7K engagements


"Finally got my newsletter @WallStRollup to 100k+ readers. This is my platform to rollup smaller finance publications as well. Were also moving from 2x/week to 3x/week soon. Ready to take some swings at the sloppy big guys. Exciting times. Weve had a busy week on my 2x/week finance newsletter The Wall Street Rollup. We just acquired two finance newsletters from owners who were ready to exit. The finance newsletter market is very fragmented & there isnt enough liquidity on the smaller side of the market - so Weve had a busy week on my 2x/week finance newsletter The Wall Street Rollup. We just"  
[X Link](https://x.com/HighyieldHarry/status/2022156679752954193)  2026-02-13T03:51Z 210.5K followers, 10.4K engagements


"And here we go. Like I said a bunch of private credit loans classified as business services companies are actually Software too. Bloomberg now out with a piece on this: For years software companies with high EV multiples and strong recurring rev and retention numbers were extremely easy to lever to 7x+. A lot of LevLoan & Private Credit lenders have at least 12% of their portfolio in software. Obviously this trade is starting to break for For years software companies with high EV multiples and strong recurring rev and retention numbers were extremely easy to lever to 7x+. A lot of LevLoan &"  
[X Link](https://x.com/HighyieldHarry/status/2022368000532242633)  2026-02-13T17:51Z 210.5K followers, 28.5K engagements


"Our MD is actually a cool guy. Our MD:"  
[X Link](https://x.com/HighyieldHarry/status/2022733771393352154)  2026-02-14T18:04Z 210.6K followers, 149.8K engagements


"Your out of work finance friend telling you hes been training LLMs to build DCFs and LBOs for $100/hour over the past [--] months"  
[X Link](https://x.com/HighyieldHarry/status/2023051638332588175)  2026-02-15T15:07Z 210.6K followers, 45K engagements


"Hey @grok I dont have time for this shit just tell me what I need to know in this article https://t.co/tjmbT5ytUN https://t.co/tjmbT5ytUN"  
[X Link](https://x.com/HighyieldHarry/status/2023216530985497066)  2026-02-16T02:03Z 210.6K followers, 2M engagements


"@grok This is terrible"  
[X Link](https://x.com/HighyieldHarry/status/2023217797745012777)  2026-02-16T02:08Z 210.6K followers, 162.9K engagements


"Industry in the year 2026"  
[X Link](https://x.com/HighyieldHarry/status/2023243014932472294)  2026-02-16T03:48Z 210.6K followers, 17K engagements


"Blackstone after raising the price of my Jersey Mikes Sub to $30"  
[X Link](https://x.com/HighyieldHarry/status/1858712962342568084)  2024-11-19T03:24Z 209.6K followers, 1.3M engagements


"*White Lotus characters partying and doing drugs* Walton Goggins subplot:"  
[X Link](https://x.com/HighyieldHarry/status/1901456671735488569)  2025-03-17T02:12Z 209.3K followers, 563.3K engagements


"When I cant reach a guy from the Europe team (hes on vacation for the next [--] months)"  
[X Link](https://x.com/HighyieldHarry/status/1904270586270097695)  2025-03-24T20:34Z 209.3K followers, 1M engagements


"2Q Private Credit deployment nosedived y/y Blue Owl BDC volume was -67% y/y Blackstone Secured Lending Fund was -51% y/y Ares Capital Corp was -33% y/y"  
[X Link](https://x.com/HighyieldHarry/status/1956710352206410125)  2025-08-16T13:31Z 209.9K followers, 43.7K engagements


"When I was younger I had a New York or Nowhere mindset. Then once you see what top guys in lower cost of living areas make you change your mind"  
[X Link](https://x.com/HighyieldHarry/status/1964824167653736872)  2025-09-07T22:52Z 209.9K followers, 308.8K engagements


"So this isnt really First Brands specific - I just dont think ppl outside of Credit fundamentally understand the diligence dynamics of Public Credit vs Private Credit. And that ppl will try to correlate the problem of poor managers to broader and systemic issues. Lets dive into it. My ultimate view is the problems in Credit are with poor managers and those with risk-on mandates. The most important thing I can say is that you cant define all lenders in the same bucket. Some groups are better educated higher compensation more diligent have more thorough processes have low risk parameters and"  
[X Link](https://x.com/HighyieldHarry/status/1977365726827630737)  2025-10-12T13:28Z 209.9K followers, 232.6K engagements


"This is so insane to me"  
[X Link](https://x.com/HighyieldHarry/status/1988455026541387898)  2025-11-12T03:53Z 209.9K followers, 685.1K engagements


"LinkedIn is gonna go crazy when they find out about Moltbots in [--] weeks"  
[X Link](https://x.com/HighyieldHarry/status/2017597939007230282)  2026-01-31T13:56Z 209.6K followers, 127.1K engagements


"2026: Have you seen Moltbook 2032:"  
[X Link](https://x.com/HighyieldHarry/status/2017634719802728600)  2026-01-31T16:22Z 209.9K followers, 773.1K engagements


"Forbes is out with an article on Zombie PE firms and put together a list of [--] firms that are "treading water" or scaling back. Onex and Vestar are among the firms called out. If you had two good funds and then a bad fund you have some hope.if youve had two bad funds you're probably out of luck." https://twitter.com/i/web/status/2018380965664403902 https://twitter.com/i/web/status/2018380965664403902"  
[X Link](https://x.com/HighyieldHarry/status/2018380965664403902)  2026-02-02T17:48Z 209.8K followers, 168.3K engagements


"Great writeup by Dan while everyone is blindly clapping for 3G today. I like ZBB as a lean 1st-year org w/ $1mm rev but ZBB destroys scaled businesses over a 5+ yr timeline PE optimization for 5-year financial outcomes eventually destroys businesses LT Great read. I was at Heinz when 3G acquired us in [----]. I worked my way up the org then was part of the very small team who integrated Heinz and Kraft during the [----] "merger" to create Kraft Heinz. To give you a sense of the cuts they gave me the $2B consolidated KHC Great read. I was at Heinz when 3G acquired us in [----]. I worked my way up"  
[X Link](https://x.com/HighyieldHarry/status/2018494163457634790)  2026-02-03T01:18Z 210K followers, 87K engagements


"PayPals CEO in Jan24: We will shock the world. [--] years later the stock has been dead money and hes been canned"  
[X Link](https://x.com/HighyieldHarry/status/2018668200209309758)  2026-02-03T12:49Z 209.8K followers, 548.2K engagements


"Hot take but on this app everyone thinks OpenAI is losing. Think this is a bit of an overindexing of ppl who use Claude. OpenAI is still a giant we know all the issues they might face over the next few years but the bearish sentiment has gone a little too far"  
[X Link](https://x.com/HighyieldHarry/status/2019399015553724864)  2026-02-05T13:13Z 209.3K followers, 23.5K engagements


"Salesforce still has a $180B market cap Were still early. b2b SaaS is my whole life man. this is not good not good i tell you. very bad https://t.co/62bWGVzlI1 b2b SaaS is my whole life man. this is not good not good i tell you. very bad https://t.co/62bWGVzlI1"  
[X Link](https://x.com/HighyieldHarry/status/2019602424915521980)  2026-02-06T02:41Z 210K followers, 72.7K engagements


"This is a straw man argument. The bifurcation in SaaS outcomes is going to be brutal. I love how everyone is saying "SaaS is dead" like you're going to get the Fortune [---] to ditch Salesforce for a CRM vibecoded by a 13-year-old I love how everyone is saying "SaaS is dead" like you're going to get the Fortune [---] to ditch Salesforce for a CRM vibecoded by a 13-year-old"  
[X Link](https://x.com/HighyieldHarry/status/2019779815373447494)  2026-02-06T14:26Z 209.4K followers, 36.1K engagements


"SaaS CEOs describing the mass layoffs theyre planning:"  
[X Link](https://x.com/HighyieldHarry/status/2021251475834360068)  2026-02-10T15:54Z 209.4K followers, 19.3K engagements


"This is like if Bernie Madoff and Kenny Lay did a podcast"  
[X Link](https://x.com/HighyieldHarry/status/2021353532709118344)  2026-02-10T22:40Z 209.9K followers, 44.8K engagements


"Holy shit this changes everything"  
[X Link](https://x.com/HighyieldHarry/status/2021616411034919343)  2026-02-11T16:04Z 209.3K followers, 24.5K engagements


"Golden age of Asset Manager consolidation Nuveen is acquiring Schroders in a $13.5B deal The combined company will have $2.5T in AUM. https://t.co/O0zJaE96Sh Nuveen is acquiring Schroders in a $13.5B deal The combined company will have $2.5T in AUM. https://t.co/O0zJaE96Sh"  
[X Link](https://x.com/HighyieldHarry/status/2021939940637257882)  2026-02-12T13:30Z 209.8K followers, 77.9K engagements


"@GordonGekko420 Generation Z college students are reportedly arriving on campus struggling with basic reading comprehension even difficulty processing full sentences"  
[X Link](https://x.com/HighyieldHarry/status/2021956124535402936)  2026-02-12T14:34Z 209.9K followers, 11.8K engagements


"Anybody buys anybody says anything bullish we'll put down the datadog and then we'll really start. You can breathe you can blink you can cry. Hell you're all gonna be doing that"  
[X Link](https://x.com/HighyieldHarry/status/2022045346394964040)  2026-02-12T20:29Z 209.8K followers, [----] engagements


"Curious who is still looking at AI as a bubble. Youre supposed to adapt your investment thesis as things change and for me since late December its been obvious bubble talks should be thrown out the window. Everyone keeps looking at AI as if its some bubble. Honestly from my point of view it is acting like the thing that is popping all the bubbles around us (software etc.) vs being the bubble itself. Everyone keeps looking at AI as if its some bubble. Honestly from my point of view it is acting like the thing that is popping all the bubbles around us (software etc.) vs being the bubble itself"  
[X Link](https://x.com/HighyieldHarry/status/2022140748142084576)  2026-02-13T02:48Z 209.8K followers, 30.9K engagements


"When Im asked to analyze an investment at my job where Im an Investment Analyst"  
[X Link](https://x.com/HighyieldHarry/status/1823119574318862475)  2024-08-12T22:09Z 210.1K followers, 682.5K engagements


"There's a BBG article going around where APO's John Zito told a group of investors last fall the real risk is is software dead" Apollo was clearly ahead of the curve here. Apollo is getting bearish Software. Apollo's private credit funds started the year with 20% software exposure and have cut exposure by almost half with goals of being 10% $APO recently closed shorts against Internet Brands SonicWall and Perforce Apollo is getting bearish Software. Apollo's private credit funds started the year with 20% software exposure and have cut exposure by almost half with goals of being 10% $APO"  
[X Link](https://x.com/HighyieldHarry/status/2019174365456425261)  2026-02-04T22:20Z 210.3K followers, 75.2K engagements


"woof. awesome https://t.co/77aJpnTHbJ awesome https://t.co/77aJpnTHbJ"  
[X Link](https://x.com/HighyieldHarry/status/2019535636210823636)  2026-02-05T22:16Z 210.1K followers, 155.1K engagements


"Weve had a busy week on my 2x/week finance newsletter The Wall Street Rollup. We just acquired two finance newsletters from owners who were ready to exit. The finance newsletter market is very fragmented & there isnt enough liquidity on the smaller side of the market - so thats where Im happy to provide a private capital solution. As of close were going to be a [-----] subscriber platform. We started this newsletter to beef up the average finance & M&A newsletter (and leverage my markets based experience) as well as to create a platform to consolidate the space. If youre interested in exiting"  
[X Link](https://x.com/HighyieldHarry/status/1849877014557118590)  2024-10-25T18:13Z 210.4K followers, 90.3K engagements


"Not sure if anyone is actually working but Ladies & Gentlemen The Weekend:"  
[X Link](https://x.com/HighyieldHarry/status/2004626475774083447)  2025-12-26T18:52Z 210.6K followers, 319.8K engagements


"This is how the end of [----] is gonna feel: https://t.co/jUhHbdWZUG https://t.co/jUhHbdWZUG"  
[X Link](https://x.com/HighyieldHarry/status/2006716425977868684)  2026-01-01T13:17Z 210.4K followers, 638.6K engagements


"My company @Buyside_Hub officially launched a year ago. Since then weve become the one stop shop for PE IB Credit HF and overall Buyside & Sellside compensation. But its far more than that. We have a massive job board. An inside look at the culture of the firms youre interviewing at. And we have a large hub of actual interview questions. All it takes is contributing to the platform to get full access for free. This years comp survey will be insane - make sure you join in advance of that"  
[X Link](https://x.com/HighyieldHarry/status/2012159203993878926)  2026-01-16T13:45Z 210.4K followers, 61.6K engagements


"For years software companies with high EV multiples and strong recurring rev and retention numbers were extremely easy to lever to 7x+. A lot of LevLoan & Private Credit lenders have at least 12% of their portfolio in software. Obviously this trade is starting to break for Sponsors & Lenders. The high leverage is going to inhibit a lot of these companies from reinvesting & staying competitive. Additionally another large private credit borrower group outside of software & healthcare are "tech-enabled" service providers who have some level of rev predictability as well. Those types of names"  
[X Link](https://x.com/HighyieldHarry/status/2018763371642753135)  2026-02-03T19:07Z 210.6K followers, 88.6K engagements


"Software C-Suites rn"  
[X Link](https://x.com/HighyieldHarry/status/2021724176776937859)  2026-02-11T23:13Z 210.5K followers, 39.2K engagements


"I'm excited to announce I've started a new position at Nottingham Forest"  
[X Link](https://x.com/HighyieldHarry/status/2021756270504563029)  2026-02-12T01:20Z 210.5K followers, 44.2K engagements


"Were running my annual Wall Street compensation survey on @Buyside_Hub Contribute here to get access: https://www.buysidehub.com https://www.buysidehub.com"  
[X Link](https://x.com/HighyieldHarry/status/2022322428043551077)  2026-02-13T14:50Z 210.5K followers, [----] engagements


"Associates during the [--] week period where theyre told what their bonus is vs. it actually hitting their bank account"  
[X Link](https://x.com/HighyieldHarry/status/2022361318674608267)  2026-02-13T17:24Z 210.5K followers, 22.6K engagements


"I cant believe it its like everyone is rewatching Mad Men at the same. I can they put it front and center on HBO and all smart ppl watch is HBO"  
[X Link](https://x.com/HighyieldHarry/status/2022668817155895625)  2026-02-14T13:46Z 210.6K followers, 55K engagements


"Can't imagine a software company saying they deserve your discoveries because you used their software. Ads were inevitable but this sounds wild. OpenAI is planning to take a cut of Customers discoveries. OpenAIs CFO says they will take a cut of the IP it helps create. Per The Information: https://t.co/m3uzVVQIr1 OpenAI is planning to take a cut of Customers discoveries. OpenAIs CFO says they will take a cut of the IP it helps create. Per The Information: https://t.co/m3uzVVQIr1"  
[X Link](https://x.com/HighyieldHarry/status/2014440897568539086)  2026-01-22T20:51Z 210.5K followers, 596K engagements


"Shots fired. Anthropic is running a Super Bowl Ad making fun of ChatGPT for adding Ads. Tbf though I wonder how many consumers actually use Claude to begin with"  
[X Link](https://x.com/HighyieldHarry/status/2019061386031120698)  2026-02-04T14:52Z 210.5K followers, 325.1K engagements


"Industry has gotta be one of the more up-and-down on and off the rails shows that HBO had ever created"  
[X Link](https://x.com/HighyieldHarry/status/2020185453199270351)  2026-02-07T17:18Z 210.5K followers, 87.6K engagements


"If you brought this type of formatting to your IC you would taken out back and shot NO WAYYY Claude in PowerPoint is absolutely INSANE Its so over https://t.co/lJgtPElZp9 NO WAYYY Claude in PowerPoint is absolutely INSANE Its so over https://t.co/lJgtPElZp9"  
[X Link](https://x.com/HighyieldHarry/status/2020479997639639315)  2026-02-08T12:49Z 210.5K followers, 258.8K engagements


"Most realistic part of Mad Men is how these two old guys sit around doing nothing while taking the bulk of the economics"  
[X Link](https://x.com/HighyieldHarry/status/2021577509003726890)  2026-02-11T13:30Z 210.6K followers, 820.5K engagements


"Explaining the Something Big is Happening article to someone not permanently online:"  
[X Link](https://x.com/HighyieldHarry/status/2021700926893920259)  2026-02-11T21:40Z 210.5K followers, 22.7K engagements


"We go HAM on these rundown pieces join for free. https://www.thewallstreetrollup.com/subscribe https://www.thewallstreetrollup.com/subscribe"  
[X Link](https://x.com/HighyieldHarry/status/2022156889124155690)  2026-02-13T03:52Z 210.5K followers, [----] engagements


"Were doing brainrot earnings calls now An overview of our Q4 and full year [----] financial results. With something extra to keep you focused. https://t.co/LehRsH1Yjn An overview of our Q4 and full year [----] financial results. With something extra to keep you focused. https://t.co/LehRsH1Yjn"  
[X Link](https://x.com/HighyieldHarry/status/2022171792883036344)  2026-02-13T04:51Z 210.5K followers, 212.9K engagements


"Walking into year-end comp discussions after having a knockout year:"  
[X Link](https://x.com/HighyieldHarry/status/2022319821484921115)  2026-02-13T14:39Z 210.6K followers, 29.5K engagements


"Ladies & Gentlemen The Weekend"  
[X Link](https://x.com/HighyieldHarry/status/2022391845486227544)  2026-02-13T19:26Z 210.6K followers, 197.7K engagements


"Wow really good scene from da big short"  
[X Link](https://x.com/HighyieldHarry/status/2022811874794905766)  2026-02-14T23:15Z 210.6K followers, 14.3K engagements


"@FrankieFF_ @spooky_JL hmm ur right same. not sure what it is then"  
[X Link](https://x.com/HighyieldHarry/status/2023117154518712825)  2026-02-15T19:28Z 210.5K followers, [--] engagements


"@grok terrible as it in it tells me nothing. actually analyze it and report back"  
[X Link](https://x.com/HighyieldHarry/status/2023220356362670444)  2026-02-16T02:18Z 210.6K followers, 32K engagements


"Its time to cancel this show so off the rails"  
[X Link](https://x.com/HighyieldHarry/status/2023243245979926939)  2026-02-16T03:49Z 210.6K followers, [----] engagements


"Just realized tomorrow is a work holiday (Im self employed)"  
[X Link](https://x.com/HighyieldHarry/status/2023069733818618200)  2026-02-15T16:19Z 210.5K followers, 22.8K engagements


"Life after realizing Ray Dalio is an idiot"  
[X Link](https://x.com/HighyieldHarry/status/2023448989245595830)  2026-02-16T17:26Z 210.6K followers, 312.7K engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing

@HighyieldHarry Avatar @HighyieldHarry High Yield Harry

High Yield Harry is likely related to discussions about high-yield investments and finance. Conversations seem to be centered around the diligence dynamics of public vs private credit, with some analysts expressing concerns about the lack of understanding among those outside of credit. There are also mentions of significant events, such as the First Brands bankruptcy and changes in private credit deployment.

Engagements: [---------] #

Engagements Line Chart

  • [--] Week [---------] -25%
  • [--] Month [----------] +2.10%
  • [--] Months [-----------] -41%
  • [--] Year [-----------] +103%

Mentions: [--] #

Mentions Line Chart

  • [--] Week [---] -2.90%
  • [--] Month [---] +30%
  • [--] Months [-----] +49%
  • [--] Year [-----] +68%

Followers: [-------] #

Followers Line Chart

  • [--] Week [-------] +3.50%
  • [--] Month [-------] +23%
  • [--] Months [-------] +49%
  • [--] Year [-------] +70%

CreatorRank: [-----] #

CreatorRank Line Chart

Social Influence

Social category influence finance 17.16% technology brands 10.65% stocks 10.06% financial services #1226 celebrities 2.37% countries 2.37% nfl 1.18% products 0.59% musicians 0.59% ncaa football 0.59%

Social topic influence this is #1342, ai 4.73%, software #1005, open ai #3176, investment 2.96%, end of 2.37%, if you 2.37%, finance #270, the world 2.37%, the big 1.78%

Top accounts mentioned or mentioned by @grok @sxcnxxx @buysidehub @sugaweez @onyxaurelius @wallstrollup @riannestapa @tommyokid @tryshortcutai @xonoxue @moseskagan @davidandrews808 @tomcafarella @andrewmc179 @gleesonsystems @jimmythingslide @kevinfrisz @anonymouswallis @craigspeculator @savalytics

Top assets mentioned Salesforce Inc (CRM) Alphabet Inc Class A (GOOGL) Crane Holdings, Co. (CR) Goldman Sachs (GS) BlackRock Inc (BLK) DraftKings Inc. Class A Common Stock (DKNG) Klarna Group plc (KLAR) Deutsche Bank Aktiengesellschaft (DB) Apple, Inc. (AAPL) Morgan Stanley (MS)

Top Social Posts

Top posts by engagements in the last [--] hours

"Unreal after scene Ladies & Gentlemen The Weekend https://t.co/WDp9HWmUX4 Ladies & Gentlemen The Weekend https://t.co/WDp9HWmUX4"
X Link 2026-02-14T13:44Z 210.6K followers, 296.7K engagements

"Great read from Bloomberg on the end of private equity as we know it"
X Link 2025-09-22T22:34Z 210.6K followers, 511.9K engagements

"Were seeing Buyside bonus data starting to flow in heavily on @Buyside_Hub Recent submissions include Ares Blackrock Blue Owl HPS Octagon Golub Antares DE Shaw Citadel and HIG. The full @Buyside_Hub comp report will be very detailed"
X Link 2026-02-05T13:36Z 210.6K followers, 13.7K engagements

"*DRAFTKINGS SEES [----] REV. $6.5B TO $6.9B EST. $7.32B This is wild I thought this was a floor but clearly getting bodied by predictions markets. $DKNG is -15% after hours rn"
X Link 2026-02-12T23:37Z 210.6K followers, 60.8K engagements

"Goldmans legal chief is finally leaving after all these Epstein emails. Seems like David Solomon was backing her to stay for quite a while"
X Link 2026-02-13T03:20Z 210.5K followers, 15.5K engagements

"Hottish take I think we cut [--] times this year (75bps) and 100bps of cuts is more realistic than people think. Disagree"
X Link 2026-02-15T17:21Z 210.6K followers, 14.2K engagements

"Almost intern season - not long until NYC is flooded with these goofy ass mfs"
X Link 2023-05-31T11:29Z 208.8K followers, 936.5K engagements

"Me replying sounds good will do"
X Link 2023-11-17T03:00Z 208.6K followers, 801.1K engagements

"Me after accidentally getting hammered at the holiday party"
X Link 2023-12-08T14:34Z 208.8K followers, 1.4M engagements

"Ladies & Gentlemen The Weekend"
X Link 2024-05-17T18:14Z 208.8K followers, 4.2M engagements

"Our intern after he makes an honest mistake that we dont really care about"
X Link 2024-05-31T15:01Z 208.8K followers, 5.3M engagements

"Lets Run It Back Ladies & Gentlemen The Weekend"
X Link 2024-06-14T17:10Z 208.6K followers, 709.3K engagements

"If you looked at this photo with zero context what would you think this is"
X Link 2024-10-11T13:46Z 208.6K followers, 3.6M engagements

"We need to bring back Silicon Valley"
X Link 2024-10-11T14:50Z 208.6K followers, 471.2K engagements

"Me rapping to myself while Im building an excel model with my AirPods in"
X Link 2024-10-17T16:59Z 208.8K followers, 4.2M engagements

"@lilydsmith The Rizzler was born via immaculate conception Lisan Al Gaib"
X Link 2024-10-29T16:36Z 208.8K followers, 269.7K engagements

"Im coming 🚨 Dua Lipa and her team are stranded in South Korea there is a coup d'tat and their shows will probably be canceled. South Korean citizens are prohibited from going out on the street. https://t.co/s8YGaEZxHS 🚨 Dua Lipa and her team are stranded in South Korea there is a coup d'tat and their shows will probably be canceled. South Korean citizens are prohibited from going out on the street. https://t.co/s8YGaEZxHS"
X Link 2024-12-04T22:18Z 208.8K followers, 3.1M engagements

"Happy Valentines Day"
X Link 2025-02-14T18:26Z 208.7K followers, 678.9K engagements

"Ladies & Gentlemen The Weekend"
X Link 2025-02-14T20:12Z 208.8K followers, 636.7K engagements

"The stripper at E11EVEN letting me know she never does this but she really likes me"
X Link 2025-03-18T17:49Z 208.8K followers, 794K engagements

"55 Saratoga Waters [--] Bananas [--] Bags of Ice"
X Link 2025-03-23T19:23Z 208.6K followers, 4.5M engagements

"You are not getting hired in finance with this template Best resume template https://t.co/mMrgQK5Bnf Best resume template https://t.co/mMrgQK5Bnf"
X Link 2025-03-28T15:19Z 208.6K followers, 3M engagements

"20% ON THE EU 34% ON CHINA 46% ON VIETNAM 24% ON JAPAN 49% ON CAMBODIA 25% ON SOUTH KOREA 36% ON THAILAND 47% ON MADAGASCAR 38% ON GUYANA"
X Link 2025-04-02T21:38Z 208.6K followers, 6.8M engagements

"The Corporate Girlie with 100% of her savings in her checking account is cooking us YTD"
X Link 2025-04-04T15:02Z 208.8K followers, 421.2K engagements

"PENGUINS LAND TO DISCUSS RETALIATORY TARIFFS - WALTER BLOOMBERG"
X Link 2025-04-08T18:30Z 207.8K followers, 595.1K engagements

"Id like to unwind my Burrito Default Swaps. Klarna losses widen as more users miss payments; [---] million now on platform FT Klarna losses widen as more users miss payments; [---] million now on platform FT"
X Link 2025-05-20T13:26Z 208.9K followers, 793K engagements

"Bill Ackman rn"
X Link 2025-06-05T19:02Z 208.6K followers, 1M engagements

"ChatGPT please tell me the next big meme stock. Make no mistakes"
X Link 2025-07-25T12:30Z 208.9K followers, 97.5K engagements

"Not pictured - convincing every relative of yours + old high school friends to buy life insurance from you Day in the life of my Northwestern Mutual internship https://t.co/wbzFOlPjC4 Day in the life of my Northwestern Mutual internship https://t.co/wbzFOlPjC4"
X Link 2025-08-06T12:40Z 208.6K followers, 2.9M engagements

"Hot take but I wish U.S. sports had promotion/relegation Would prefer watching teams fight to stay out of relegation zone instead of tanking or circling the drain"
X Link 2025-08-18T19:16Z 208.7K followers, 59.3K engagements

"Average quantum computing company HQ"
X Link 2025-10-04T18:11Z 208.6K followers, 237.9K engagements

"Disagree I was inspired by these guys An entire generation watched The Big Short thought Michael Burry was cool and spent the next decade calling everything a bubble. An entire generation watched The Big Short thought Michael Burry was cool and spent the next decade calling everything a bubble"
X Link 2025-10-13T23:18Z 208.8K followers, 1.1M engagements

"SALESFORCE $CRM AND OPENAI JUST ANNOUNCED A PARTNERSHIP "This first of its kind partnership will let companies access Salesforce's Agentforce [---] platform in ChatGPT querying sales records reviewing customer conversations or building Tableau visualizations simply by typing https://t.co/4EYJYYFetS SALESFORCE $CRM AND OPENAI JUST ANNOUNCED A PARTNERSHIP "This first of its kind partnership will let companies access Salesforce's Agentforce [---] platform in ChatGPT querying sales records reviewing customer conversations or building Tableau visualizations simply by typing https://t.co/4EYJYYFetS"
X Link 2025-10-14T13:04Z 208.8K followers, 730.1K engagements

"Comment of the day btw Congratulations @jpmorgan on the opening of your new headquarters 🎉🙏 https://t.co/Dnhw2SkbYe Congratulations @jpmorgan on the opening of your new headquarters 🎉🙏 https://t.co/Dnhw2SkbYe"
X Link 2025-10-24T00:50Z 209.1K followers, 825.9K engagements

"Deutsche Bank is exploring ways to hedge its exposure to data centers. It's looking at options including shorting a basket of AI-related stocks and buying default protection via synthetic risk transfers. https://t.co/7Hn6MK7yDk Deutsche Bank is exploring ways to hedge its exposure to data centers. It's looking at options including shorting a basket of AI-related stocks and buying default protection via synthetic risk transfers. https://t.co/7Hn6MK7yDk"
X Link 2025-11-05T13:58Z 208.8K followers, 2M engagements

"Michael Burry and DB are both shorting AI now Welcome back The Big Short"
X Link 2025-11-05T23:39Z 208.8K followers, 530.1K engagements

"The surprising names: TRUMP: WE HAVE SOME SURPRISING NAMES FOR FED CHAIRS WE MAY GO THE STANDARD WAY TRUMP: WE HAVE SOME SURPRISING NAMES FOR FED CHAIRS WE MAY GO THE STANDARD WAY"
X Link 2025-11-18T18:38Z 207.7K followers, 79.9K engagements

"How to explain the Janus Henderson buyout to NFL quarterback Bo Nix"
X Link 2025-12-22T18:46Z 208.5K followers, 21.3K engagements

"Its Over Introducing Cowork: Claude Code for the rest of your work. Cowork lets you complete non-technical tasks much like how developers use Claude Code. https://t.co/EqckycvFH3 Introducing Cowork: Claude Code for the rest of your work. Cowork lets you complete non-technical tasks much like how developers use Claude Code. https://t.co/EqckycvFH3"
X Link 2026-01-12T22:37Z 205.1K followers, 2M engagements

"Btw I have almost zero interest in buying the dip on these low-AI-moat high SBC companies. But what are the few companies unfairly caught in the selloff worth buying/reconsidering How it feels having negligible exposure to all these low-AI-moat software companies that have sold off https://t.co/n2gGqZEMZq How it feels having negligible exposure to all these low-AI-moat software companies that have sold off https://t.co/n2gGqZEMZq"
X Link 2026-01-17T13:38Z 208.5K followers, 129.6K engagements

"2026 is going to be my year. Me and the boys in Greenland next quarter:"
X Link 2026-01-20T21:33Z 208.7K followers, 1.5M engagements

"New Yorkers barricading themselves in for this snow storm:"
X Link 2026-01-23T14:33Z 208.8K followers, 186.8K engagements

"Explaining how the Nvidia Coreweave deal works:"
X Link 2026-01-26T21:20Z 204.1K followers, [----] engagements

"I just got asked by a 20-something year old HY Analyst about whether these types of performing buyside credit roles will still in exist in [--] years. Given I was just in that predicament I have a lot of thoughts. First the Buyside is shrinking. Headcount is going down - end of story. Consolidation is here and fundraising is competitive. But plain vanilla Buyside credit isn't going to vanish and AI isn't going to replace the ability to make investment decisions. AI will speed up processes from modeling to investment memorandum preparation but fact checking and real human verification of the"
X Link 2026-01-27T21:46Z 204.2K followers, 48.3K engagements

"The guy with Olive Oil as an interest on his resume:"
X Link 2026-01-28T00:27Z 206.6K followers, 325.1K engagements

"Billy this is our top applicant. He has a [----] GPA hes working himself through college is President of his Investment Club and has two prior IB internships. His flaw is his favorite hobby is Olive Oil"
X Link 2026-01-28T00:38Z 203.2K followers, 669.3K engagements

"The Morningstar US Leveraged Loan Index is on the move lower. Chart via @tracyalloway"
X Link 2026-01-29T18:35Z 202.9K followers, [----] engagements

"Dont think Ive ever seen a company with as much Shiny Object Syndrome. Feels like OpenAI has been way too distracted on other things the past [--] months. OpenAI is reportedly exploring a real humans only social app to rival X potentially requiring biometric proof of personhood via $AAPL Face ID or Worldcoins iris scan. https://t.co/HnfuGP8S6b OpenAI is reportedly exploring a real humans only social app to rival X potentially requiring biometric proof of personhood via $AAPL Face ID or Worldcoins iris scan. https://t.co/HnfuGP8S6b"
X Link 2026-01-30T14:34Z 205.6K followers, 113.8K engagements

"Someone remind me how much Meta spent on the Metaverse All while producing nothing while Google is doing this as a side quest. Step inside Project Genie: our experimental research prototype that lets you create edit and explore virtual worlds. 🌎 https://t.co/HQr1FRNlpy Step inside Project Genie: our experimental research prototype that lets you create edit and explore virtual worlds. 🌎 https://t.co/HQr1FRNlpy"
X Link 2026-01-30T17:14Z 203K followers, 68.4K engagements

"Ladies & Gentlemen The Weekend"
X Link 2026-01-30T19:35Z 203.8K followers, 105.6K engagements

"Unbelievable disgraced meme account Ramp Capital has been named multiple times in the recent Epstein files release"
X Link 2026-01-31T20:19Z 203.1K followers, 23.7K engagements

"Damn Sicario II is such a falloff sequel. Had to turn that shit off and watch Sicario for the 27th time"
X Link 2026-02-01T22:49Z 205.3K followers, 172K engagements

"*SPACEX IS SAID TO BE IN ADVANCED TALKS TO COMBINE WITH XAI"
X Link 2026-02-02T12:48Z 203.8K followers, 45.3K engagements

"Congrats on being acquired It was a firesale"
X Link 2026-02-02T17:30Z 205.1K followers, 18K engagements

"Youre valuing xAI at how much"
X Link 2026-02-02T23:22Z 206.6K followers, 68.8K engagements

"How Ted Pick is moving this year (Morgan Stanley is advising Elon on everything)"
X Link 2026-02-02T23:59Z 204.2K followers, 48.9K engagements

"Mad Men Business Lessons (Part I): You can learn a lot from Harry Crane early on in the show: He quickly identified that the world was moving from magazines and radio towards TV and repositioned himself from a commoditized Media Buyer role into "the Head of the TV Department." He took a look at what other agencies were doing realized Sterling Cooper needed a TV department and created his own job and career tailwinds by skating to where the puck was going. He ended up as one of the more successful characters on the show at the end. https://twitter.com/i/web/status/2018491857404072191"
X Link 2026-02-03T01:08Z 208.6K followers, 362.4K engagements

"There is a massive dispersion in Investment Banking bonuses so far this year. On @Buyside_Hub we're seeing a lot of $80k-$100k bonuses for junior IB professionals but some folks are getting peanuts ($15k-$25k). Can access thousands of datapoints on @Buyside_Hub We're loaded with Buyside data but accidentally became full of Banking compensation analysis. https://twitter.com/i/web/status/2018690758224576861 https://twitter.com/i/web/status/2018690758224576861"
X Link 2026-02-03T14:19Z 205K followers, 23K engagements

"Wow this software company is getting destroyed by AI today"
X Link 2026-02-03T17:49Z 206.8K followers, 64.9K engagements

"Realizing the Golden Age of Private Credit is actually over now BDC land is also taking a nosedive https://t.co/B6pghVF8Dn BDC land is also taking a nosedive https://t.co/B6pghVF8Dn"
X Link 2026-02-03T23:25Z 208.7K followers, 154.4K engagements

"Mad Men Business Lessons (Part II): Paul Kinsey's ceiling. Kinsey was obviously very well educated. He went to an Ivy (I think Princeton) and was quite articulate. The problem His Ivy degree didn't mean anything after a few years. While it may have gotten his foot in the door and while he had all these intellectual musings he's ultimately shown to be not actually be smart enough to do the job. In season [--] he's regularly upstaged by Peggy Olson who despite joining the firm as a secretary clearly has the "It factor" and ability to do the job that he lacks. In one of his final episodes you see"
X Link 2026-02-03T23:39Z 204.2K followers, 284.8K engagements

"Sam Altman seeing these Claude Ads"
X Link 2026-02-04T17:05Z 208.7K followers, 33.7K engagements

"What *ALPHABET SEES [----] CAPEX $175B TO $185B EST. $119.5B *ALPHABET SEES [----] CAPEX $175B TO $185B EST. $119.5B"
X Link 2026-02-04T21:10Z 208.8K followers, 249K engagements

"Life as a Software Investor in 2026"
X Link 2026-02-05T00:57Z 202.8K followers, 10.8K engagements

"First casualty in the SaaSpocalypse"
X Link 2026-02-05T01:30Z 207.9K followers, 26.7K engagements

"Not sure why but I cant root for Don Draper as a protagonist. Tony Soprano Walter White Saul Goodman Nucky Thompson and Vic Mackey Theyre all heroes to me though"
X Link 2026-02-05T03:14Z 203.2K followers, 20.7K engagements

"This is what I imagine Claude looks like"
X Link 2026-02-05T18:00Z 203.1K followers, 16K engagements

"Bad news guys Walter Jr. has been margin called"
X Link 2026-02-05T20:30Z 207.7K followers, 15K engagements

"Walking onto the trading floor today:"
X Link 2026-02-06T12:44Z 205K followers, 43.5K engagements

"Sorry Ops Team Goldman Sachs is leveraging Anthropic's AI model to automate back-office work Anthropic engineers have spent [--] months at Goldman looking to automate accounting and compliance roles Goldman expects to launch agents "soon" Goldman Sachs is leveraging Anthropic's AI model to automate back-office work Anthropic engineers have spent [--] months at Goldman looking to automate accounting and compliance roles Goldman expects to launch agents "soon""
X Link 2026-02-06T13:39Z 205.7K followers, 308.1K engagements

"Even when theres the eventual SaaS stock rebound there are dozens of names I have zero interest in ever holding now"
X Link 2026-02-06T14:27Z 205K followers, [----] engagements

"Past few months have been incredible. Keep locking in. Time to lock in https://t.co/8W4Ui1SYVE Time to lock in https://t.co/8W4Ui1SYVE"
X Link 2026-02-06T19:15Z 207.5K followers, 1.2M engagements

"This isn't a good move @thomabravo Unless you want to add a 3-day headsup re: any attempts to coordinate with a deal-away lender"
X Link 2026-02-06T22:55Z 205.7K followers, 40.5K engagements

"@growing_daniel Ppl dont realize how fried the youth are many of them cant go [--] seconds without some slang"
X Link 2026-02-07T19:53Z 203.9K followers, [----] engagements

"Congratulations your fifa World Cup ticket applications were successful"
X Link 2026-02-07T20:29Z 208.7K followers, 55.2K engagements

"Weve heard about MM PE struggling.but this is a new one. Law firm Jones Day has sued Centre Lane Partners a PE firm accusing them for failing to pay more than $9.6mm in legal fees across dozens of its portfolio companies. Jones Day claims Centre Lane suddenly stopped paying invoices in [----]. Law firm Jones Day has sued Centre Lane Partners a PE firm accusing them for failing to pay more than $9.6mm in legal fees across dozens of its portfolio companies. Jones Day claims Centre Lane suddenly stopped paying invoices in 2024"
X Link 2026-02-07T22:27Z 207K followers, 92.4K engagements

"Patriots fans just got frame mogged at the Polymarket portal CHAOS HAS ERUPTED AT THE POLYMARKET PORTAL https://t.co/Ct0zaaKHOP CHAOS HAS ERUPTED AT THE POLYMARKET PORTAL https://t.co/Ct0zaaKHOP"
X Link 2026-02-08T20:10Z 205K followers, 19.7K engagements

"Pretty boring Super Bowl so far. If we had the LA Rams and the New York Jets instead itd be way more interesting"
X Link 2026-02-09T00:21Z 208.4K followers, 12.5K engagements

"Palmer Luckey vs. Jason Calacanis"
X Link 2026-02-09T14:15Z 205.7K followers, [----] engagements

"The woke mob doesnt want you to know that you can just leave NYC and go to a suburban town with a great public school system. 👀 NYC private school tuition hits $70k/year Per Bloomberg "Prices have risen dramatically in the past decade up from a median of $39900 in 2014." https://t.co/n41A7jHPhP 👀 NYC private school tuition hits $70k/year Per Bloomberg "Prices have risen dramatically in the past decade up from a median of $39900 in 2014." https://t.co/n41A7jHPhP"
X Link 2026-02-09T20:58Z 209.1K followers, 105.7K engagements

"@TommyOKid The Cleveland browns"
X Link 2026-02-09T22:35Z 205.4K followers, [----] engagements

"I get why youre inclined to ask this theres probs a good success rate of ppl who can answer this correctly. But respectfully this doesnt matter for IB PE Credit at all. I recently interviewed an investment banking analyst at a top shop (also top undergrad) for a role at my company. Asked her the following question which I thought was super easy but she fumbled. I was absolutely floored. The question: In Q1 you purchase a flight from Delta I recently interviewed an investment banking analyst at a top shop (also top undergrad) for a role at my company. Asked her the following question which I"
X Link 2026-02-09T23:42Z 207.6K followers, 134.7K engagements

"Docusign: [------] Headcounts for assorted companies: Salesforce: [-----] ServiceNow: [-----] Workday: [-----] Zoom: [-----] Docusign: [----] OpenAI: [----] Okta: [----] UiPath: [----] Sprinklr: [----] Anthropic: [----] Yes UiPath still has more employees than Anthropic. Infer from that what you will. Headcounts for assorted companies: Salesforce: [-----] ServiceNow: [-----] Workday: [-----] Zoom: [-----] Docusign: [----] OpenAI: [----] Okta: [----] UiPath: [----] Sprinklr: [----] Anthropic: [----] Yes UiPath still has more employees than Anthropic. Infer from that what you will"
X Link 2026-02-10T03:15Z 208.7K followers, 316K engagements

"For anyone successful that's 40+ what's the best advice you'd give to someone at [--] regarding their 30s"
X Link 2026-02-10T18:40Z 208.6K followers, 83.9K engagements

"My inclination so far is: 1) you're building to the man you want to be at [--] 2) you're checking off the last remaining boxes of more youthful things you can do 3) Need to make decision re: having family & not make a mistake re: your partner. 4) Need to come to terms with hitting an athletic ceiling and potentially retiring from the recreation sports you're playing"
X Link 2026-02-10T18:43Z 207.7K followers, 29.1K engagements

"BREAKING - Im exclusively partnering with @tryshortcutai - the no brainer AI excel agent to use. Its gonna be a crazy year in AI"
X Link 2026-02-10T20:50Z 207.7K followers, [----] engagements

"@Cashflow_Cowboy @tryshortcutai yay"
X Link 2026-02-10T21:46Z 206.2K followers, [---] engagements

"This + the way a lot financial information software companies have traded lately should be catching ppl's attention. Even if you think it's oversold/AI there isn't there today idk how you don't think there's significant change coming to the financial services industry. the AI disruption trade just hit financial services Again. a startup that launched an AI tax planning tool isn't going to replace Schwab anytime soon. But its a real product doing in minutes what advisors charge thousands for. that's all the market needs right now to reprice https://t.co/ykhWMRzPje the AI disruption trade just"
X Link 2026-02-10T22:17Z 207.7K followers, 40.2K engagements

"Why should Goldman Sachs hire you"
X Link 2026-02-11T02:16Z 208.7K followers, 12.5K engagements

"Software: From Eating The World To No Terminal Value Heres the @WallStRollup investing club teams latest newsletter: https://www.thewallstreetrollup.com/p/software-from-eating-the-world-to-no-terminal-value https://www.thewallstreetrollup.com/p/software-from-eating-the-world-to-no-terminal-value"
X Link 2026-02-11T13:54Z 207.7K followers, [----] engagements

"Tbf Bert was the Founder mode guy while Robert was the nepo baby"
X Link 2026-02-11T15:22Z 209.1K followers, 17.9K engagements

"@xonoxue Sorry Roger* I have Robert Spearing in my head too"
X Link 2026-02-11T15:51Z 207K followers, [---] engagements

"@moseskagan Theyre washed"
X Link 2026-02-11T16:18Z 207.7K followers, [----] engagements

"Do you feel in charge"
X Link 2026-02-11T20:26Z 209.1K followers, [----] engagements

"Bert Cooper was washed up and Roger Sterling is a Nepo baby who lost the biggest account w/out a word. They literally admitted at the end of Season [--] that they'd be fired if they got sold to Mccann That's not a meritocracy those are two men any org. would immediately can. Most realistic part of Mad Men is how these two old guys sit around doing nothing while taking the bulk of the economics. https://t.co/Vr1NcuHx45 Most realistic part of Mad Men is how these two old guys sit around doing nothing while taking the bulk of the economics. https://t.co/Vr1NcuHx45"
X Link 2026-02-12T01:05Z 208.8K followers, 40.9K engagements

"As someone with my largest single-names being Meta Google and Amazon I definitely get why Ackman is prioritizing them Even if he's supposed to own more of the less obvious stuff There's a ton of uncertainty in Tech but generally think the big guys are best positioned for AI"
X Link 2026-02-12T15:36Z 208.6K followers, 14.7K engagements

"@Restructuring__ @WallStRollup bro"
X Link 2026-02-13T04:25Z 208.7K followers, [---] engagements

"Everyone holding HODL HODL"
X Link 2026-02-05T15:50Z 210.5K followers, 980.7K engagements

"Were getting into mobile banking and Mr. Beast is our new CEO"
X Link 2026-02-10T13:58Z 210.6K followers, 96.4K engagements

"This video going viral right before the software selloff was prophetic"
X Link 2026-02-13T17:53Z 210.6K followers, 206.1K engagements

"@fed_speak I get that ppl hate Sammys song but I just cant believe how many ppl are so hyperbolically negative about this movie. Rocky road to Dublin was insane in theatres. Maybe it was a better theatre watch but delroy lindo was incredible too"
X Link 2026-02-15T14:32Z 210.6K followers, 10.7K engagements

"Crazy stuff - Hyperscaler credit default swap demand is on fire"
X Link 2026-02-15T19:50Z 210.6K followers, 41.7K engagements

"Time to lock in"
X Link 2025-11-11T13:27Z 210.5K followers, 2M engagements

"New year same intensity:"
X Link 2026-01-04T23:12Z 210.5K followers, 1.1M engagements

"How everyone using Claude has been moving the past couple of weeks"
X Link 2026-01-26T17:17Z 210.5K followers, 459.8K engagements

"AI Companies as EPL clubs: Claude = Arsenal Gemini = Man City OpenAI = Liverpool Perplexity = Tottenham"
X Link 2026-02-10T23:50Z 210.5K followers, 61.7K engagements

"Fintech companies want to be banks. Banks want to be fintech companies. Fintech companies want to be banks. Banks want to be fintech companies"
X Link 2026-02-12T14:25Z 210.5K followers, 122.5K engagements

"Your bonus this year will be 150% of base"
X Link 2026-02-12T14:52Z 210.5K followers, 601.7K engagements

"Finally got my newsletter @WallStRollup to 100k+ readers. This is my platform to rollup smaller finance publications as well. Were also moving from 2x/week to 3x/week soon. Ready to take some swings at the sloppy big guys. Exciting times. Weve had a busy week on my 2x/week finance newsletter The Wall Street Rollup. We just acquired two finance newsletters from owners who were ready to exit. The finance newsletter market is very fragmented & there isnt enough liquidity on the smaller side of the market - so Weve had a busy week on my 2x/week finance newsletter The Wall Street Rollup. We just"
X Link 2026-02-13T03:51Z 210.5K followers, 10.4K engagements

"And here we go. Like I said a bunch of private credit loans classified as business services companies are actually Software too. Bloomberg now out with a piece on this: For years software companies with high EV multiples and strong recurring rev and retention numbers were extremely easy to lever to 7x+. A lot of LevLoan & Private Credit lenders have at least 12% of their portfolio in software. Obviously this trade is starting to break for For years software companies with high EV multiples and strong recurring rev and retention numbers were extremely easy to lever to 7x+. A lot of LevLoan &"
X Link 2026-02-13T17:51Z 210.5K followers, 28.5K engagements

"Our MD is actually a cool guy. Our MD:"
X Link 2026-02-14T18:04Z 210.6K followers, 149.8K engagements

"Your out of work finance friend telling you hes been training LLMs to build DCFs and LBOs for $100/hour over the past [--] months"
X Link 2026-02-15T15:07Z 210.6K followers, 45K engagements

"Hey @grok I dont have time for this shit just tell me what I need to know in this article https://t.co/tjmbT5ytUN https://t.co/tjmbT5ytUN"
X Link 2026-02-16T02:03Z 210.6K followers, 2M engagements

"@grok This is terrible"
X Link 2026-02-16T02:08Z 210.6K followers, 162.9K engagements

"Industry in the year 2026"
X Link 2026-02-16T03:48Z 210.6K followers, 17K engagements

"Blackstone after raising the price of my Jersey Mikes Sub to $30"
X Link 2024-11-19T03:24Z 209.6K followers, 1.3M engagements

"White Lotus characters partying and doing drugs Walton Goggins subplot:"
X Link 2025-03-17T02:12Z 209.3K followers, 563.3K engagements

"When I cant reach a guy from the Europe team (hes on vacation for the next [--] months)"
X Link 2025-03-24T20:34Z 209.3K followers, 1M engagements

"2Q Private Credit deployment nosedived y/y Blue Owl BDC volume was -67% y/y Blackstone Secured Lending Fund was -51% y/y Ares Capital Corp was -33% y/y"
X Link 2025-08-16T13:31Z 209.9K followers, 43.7K engagements

"When I was younger I had a New York or Nowhere mindset. Then once you see what top guys in lower cost of living areas make you change your mind"
X Link 2025-09-07T22:52Z 209.9K followers, 308.8K engagements

"So this isnt really First Brands specific - I just dont think ppl outside of Credit fundamentally understand the diligence dynamics of Public Credit vs Private Credit. And that ppl will try to correlate the problem of poor managers to broader and systemic issues. Lets dive into it. My ultimate view is the problems in Credit are with poor managers and those with risk-on mandates. The most important thing I can say is that you cant define all lenders in the same bucket. Some groups are better educated higher compensation more diligent have more thorough processes have low risk parameters and"
X Link 2025-10-12T13:28Z 209.9K followers, 232.6K engagements

"This is so insane to me"
X Link 2025-11-12T03:53Z 209.9K followers, 685.1K engagements

"LinkedIn is gonna go crazy when they find out about Moltbots in [--] weeks"
X Link 2026-01-31T13:56Z 209.6K followers, 127.1K engagements

"2026: Have you seen Moltbook 2032:"
X Link 2026-01-31T16:22Z 209.9K followers, 773.1K engagements

"Forbes is out with an article on Zombie PE firms and put together a list of [--] firms that are "treading water" or scaling back. Onex and Vestar are among the firms called out. If you had two good funds and then a bad fund you have some hope.if youve had two bad funds you're probably out of luck." https://twitter.com/i/web/status/2018380965664403902 https://twitter.com/i/web/status/2018380965664403902"
X Link 2026-02-02T17:48Z 209.8K followers, 168.3K engagements

"Great writeup by Dan while everyone is blindly clapping for 3G today. I like ZBB as a lean 1st-year org w/ $1mm rev but ZBB destroys scaled businesses over a 5+ yr timeline PE optimization for 5-year financial outcomes eventually destroys businesses LT Great read. I was at Heinz when 3G acquired us in [----]. I worked my way up the org then was part of the very small team who integrated Heinz and Kraft during the [----] "merger" to create Kraft Heinz. To give you a sense of the cuts they gave me the $2B consolidated KHC Great read. I was at Heinz when 3G acquired us in [----]. I worked my way up"
X Link 2026-02-03T01:18Z 210K followers, 87K engagements

"PayPals CEO in Jan24: We will shock the world. [--] years later the stock has been dead money and hes been canned"
X Link 2026-02-03T12:49Z 209.8K followers, 548.2K engagements

"Hot take but on this app everyone thinks OpenAI is losing. Think this is a bit of an overindexing of ppl who use Claude. OpenAI is still a giant we know all the issues they might face over the next few years but the bearish sentiment has gone a little too far"
X Link 2026-02-05T13:13Z 209.3K followers, 23.5K engagements

"Salesforce still has a $180B market cap Were still early. b2b SaaS is my whole life man. this is not good not good i tell you. very bad https://t.co/62bWGVzlI1 b2b SaaS is my whole life man. this is not good not good i tell you. very bad https://t.co/62bWGVzlI1"
X Link 2026-02-06T02:41Z 210K followers, 72.7K engagements

"This is a straw man argument. The bifurcation in SaaS outcomes is going to be brutal. I love how everyone is saying "SaaS is dead" like you're going to get the Fortune [---] to ditch Salesforce for a CRM vibecoded by a 13-year-old I love how everyone is saying "SaaS is dead" like you're going to get the Fortune [---] to ditch Salesforce for a CRM vibecoded by a 13-year-old"
X Link 2026-02-06T14:26Z 209.4K followers, 36.1K engagements

"SaaS CEOs describing the mass layoffs theyre planning:"
X Link 2026-02-10T15:54Z 209.4K followers, 19.3K engagements

"This is like if Bernie Madoff and Kenny Lay did a podcast"
X Link 2026-02-10T22:40Z 209.9K followers, 44.8K engagements

"Holy shit this changes everything"
X Link 2026-02-11T16:04Z 209.3K followers, 24.5K engagements

"Golden age of Asset Manager consolidation Nuveen is acquiring Schroders in a $13.5B deal The combined company will have $2.5T in AUM. https://t.co/O0zJaE96Sh Nuveen is acquiring Schroders in a $13.5B deal The combined company will have $2.5T in AUM. https://t.co/O0zJaE96Sh"
X Link 2026-02-12T13:30Z 209.8K followers, 77.9K engagements

"@GordonGekko420 Generation Z college students are reportedly arriving on campus struggling with basic reading comprehension even difficulty processing full sentences"
X Link 2026-02-12T14:34Z 209.9K followers, 11.8K engagements

"Anybody buys anybody says anything bullish we'll put down the datadog and then we'll really start. You can breathe you can blink you can cry. Hell you're all gonna be doing that"
X Link 2026-02-12T20:29Z 209.8K followers, [----] engagements

"Curious who is still looking at AI as a bubble. Youre supposed to adapt your investment thesis as things change and for me since late December its been obvious bubble talks should be thrown out the window. Everyone keeps looking at AI as if its some bubble. Honestly from my point of view it is acting like the thing that is popping all the bubbles around us (software etc.) vs being the bubble itself. Everyone keeps looking at AI as if its some bubble. Honestly from my point of view it is acting like the thing that is popping all the bubbles around us (software etc.) vs being the bubble itself"
X Link 2026-02-13T02:48Z 209.8K followers, 30.9K engagements

"When Im asked to analyze an investment at my job where Im an Investment Analyst"
X Link 2024-08-12T22:09Z 210.1K followers, 682.5K engagements

"There's a BBG article going around where APO's John Zito told a group of investors last fall the real risk is is software dead" Apollo was clearly ahead of the curve here. Apollo is getting bearish Software. Apollo's private credit funds started the year with 20% software exposure and have cut exposure by almost half with goals of being 10% $APO recently closed shorts against Internet Brands SonicWall and Perforce Apollo is getting bearish Software. Apollo's private credit funds started the year with 20% software exposure and have cut exposure by almost half with goals of being 10% $APO"
X Link 2026-02-04T22:20Z 210.3K followers, 75.2K engagements

"woof. awesome https://t.co/77aJpnTHbJ awesome https://t.co/77aJpnTHbJ"
X Link 2026-02-05T22:16Z 210.1K followers, 155.1K engagements

"Weve had a busy week on my 2x/week finance newsletter The Wall Street Rollup. We just acquired two finance newsletters from owners who were ready to exit. The finance newsletter market is very fragmented & there isnt enough liquidity on the smaller side of the market - so thats where Im happy to provide a private capital solution. As of close were going to be a [-----] subscriber platform. We started this newsletter to beef up the average finance & M&A newsletter (and leverage my markets based experience) as well as to create a platform to consolidate the space. If youre interested in exiting"
X Link 2024-10-25T18:13Z 210.4K followers, 90.3K engagements

"Not sure if anyone is actually working but Ladies & Gentlemen The Weekend:"
X Link 2025-12-26T18:52Z 210.6K followers, 319.8K engagements

"This is how the end of [----] is gonna feel: https://t.co/jUhHbdWZUG https://t.co/jUhHbdWZUG"
X Link 2026-01-01T13:17Z 210.4K followers, 638.6K engagements

"My company @Buyside_Hub officially launched a year ago. Since then weve become the one stop shop for PE IB Credit HF and overall Buyside & Sellside compensation. But its far more than that. We have a massive job board. An inside look at the culture of the firms youre interviewing at. And we have a large hub of actual interview questions. All it takes is contributing to the platform to get full access for free. This years comp survey will be insane - make sure you join in advance of that"
X Link 2026-01-16T13:45Z 210.4K followers, 61.6K engagements

"For years software companies with high EV multiples and strong recurring rev and retention numbers were extremely easy to lever to 7x+. A lot of LevLoan & Private Credit lenders have at least 12% of their portfolio in software. Obviously this trade is starting to break for Sponsors & Lenders. The high leverage is going to inhibit a lot of these companies from reinvesting & staying competitive. Additionally another large private credit borrower group outside of software & healthcare are "tech-enabled" service providers who have some level of rev predictability as well. Those types of names"
X Link 2026-02-03T19:07Z 210.6K followers, 88.6K engagements

"Software C-Suites rn"
X Link 2026-02-11T23:13Z 210.5K followers, 39.2K engagements

"I'm excited to announce I've started a new position at Nottingham Forest"
X Link 2026-02-12T01:20Z 210.5K followers, 44.2K engagements

"Were running my annual Wall Street compensation survey on @Buyside_Hub Contribute here to get access: https://www.buysidehub.com https://www.buysidehub.com"
X Link 2026-02-13T14:50Z 210.5K followers, [----] engagements

"Associates during the [--] week period where theyre told what their bonus is vs. it actually hitting their bank account"
X Link 2026-02-13T17:24Z 210.5K followers, 22.6K engagements

"I cant believe it its like everyone is rewatching Mad Men at the same. I can they put it front and center on HBO and all smart ppl watch is HBO"
X Link 2026-02-14T13:46Z 210.6K followers, 55K engagements

"Can't imagine a software company saying they deserve your discoveries because you used their software. Ads were inevitable but this sounds wild. OpenAI is planning to take a cut of Customers discoveries. OpenAIs CFO says they will take a cut of the IP it helps create. Per The Information: https://t.co/m3uzVVQIr1 OpenAI is planning to take a cut of Customers discoveries. OpenAIs CFO says they will take a cut of the IP it helps create. Per The Information: https://t.co/m3uzVVQIr1"
X Link 2026-01-22T20:51Z 210.5K followers, 596K engagements

"Shots fired. Anthropic is running a Super Bowl Ad making fun of ChatGPT for adding Ads. Tbf though I wonder how many consumers actually use Claude to begin with"
X Link 2026-02-04T14:52Z 210.5K followers, 325.1K engagements

"Industry has gotta be one of the more up-and-down on and off the rails shows that HBO had ever created"
X Link 2026-02-07T17:18Z 210.5K followers, 87.6K engagements

"If you brought this type of formatting to your IC you would taken out back and shot NO WAYYY Claude in PowerPoint is absolutely INSANE Its so over https://t.co/lJgtPElZp9 NO WAYYY Claude in PowerPoint is absolutely INSANE Its so over https://t.co/lJgtPElZp9"
X Link 2026-02-08T12:49Z 210.5K followers, 258.8K engagements

"Most realistic part of Mad Men is how these two old guys sit around doing nothing while taking the bulk of the economics"
X Link 2026-02-11T13:30Z 210.6K followers, 820.5K engagements

"Explaining the Something Big is Happening article to someone not permanently online:"
X Link 2026-02-11T21:40Z 210.5K followers, 22.7K engagements

"We go HAM on these rundown pieces join for free. https://www.thewallstreetrollup.com/subscribe https://www.thewallstreetrollup.com/subscribe"
X Link 2026-02-13T03:52Z 210.5K followers, [----] engagements

"Were doing brainrot earnings calls now An overview of our Q4 and full year [----] financial results. With something extra to keep you focused. https://t.co/LehRsH1Yjn An overview of our Q4 and full year [----] financial results. With something extra to keep you focused. https://t.co/LehRsH1Yjn"
X Link 2026-02-13T04:51Z 210.5K followers, 212.9K engagements

"Walking into year-end comp discussions after having a knockout year:"
X Link 2026-02-13T14:39Z 210.6K followers, 29.5K engagements

"Ladies & Gentlemen The Weekend"
X Link 2026-02-13T19:26Z 210.6K followers, 197.7K engagements

"Wow really good scene from da big short"
X Link 2026-02-14T23:15Z 210.6K followers, 14.3K engagements

"@FrankieFF_ @spooky_JL hmm ur right same. not sure what it is then"
X Link 2026-02-15T19:28Z 210.5K followers, [--] engagements

"@grok terrible as it in it tells me nothing. actually analyze it and report back"
X Link 2026-02-16T02:18Z 210.6K followers, 32K engagements

"Its time to cancel this show so off the rails"
X Link 2026-02-16T03:49Z 210.6K followers, [----] engagements

"Just realized tomorrow is a work holiday (Im self employed)"
X Link 2026-02-15T16:19Z 210.5K followers, 22.8K engagements

"Life after realizing Ray Dalio is an idiot"
X Link 2026-02-16T17:26Z 210.6K followers, 312.7K engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing

@HighyieldHarry
/creator/twitter::HighyieldHarry