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# ![@KerrisdaleCap Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::486139568.png) @KerrisdaleCap Kerrisdale Capital

Kerrisdale Capital posts on X about $pstg, $crwv, $75b, its just the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.

### Engagements: XXX [#](/creator/twitter::486139568/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::486139568/c:line/m:interactions.svg)

- X Week XXXXX -XX%
- X Month XXXXXXXXX +629%
- X Months XXXXXXXXX +43%
- X Year XXXXXXXXX -XX%

### Mentions: X [#](/creator/twitter::486139568/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::486139568/c:line/m:posts_active.svg)

- X Week XX -XX%
- X Month XX +27%
- X Months XX +69%
- X Year XX +80%

### Followers: XXXXXX [#](/creator/twitter::486139568/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::486139568/c:line/m:followers.svg)

- X Week XXXXXX +0.03%
- X Month XXXXXX +2.70%
- X Months XXXXXX +5.30%
- X Year XXXXXX +7.60%

### CreatorRank: XXXXXXXXX [#](/creator/twitter::486139568/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::486139568/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::486139568/influence)
---

**Social category influence**
[stocks](/list/stocks)  [finance](/list/finance)  [cryptocurrencies](/list/cryptocurrencies) 

**Social topic influence**
[$pstg](/topic/$pstg), [$crwv](/topic/$crwv), [$75b](/topic/$75b), [its just](/topic/its-just), [gpu](/topic/gpu), [its just a](/topic/its-just-a), [$cwrv](/topic/$cwrv), [infrastructure](/topic/infrastructure), [money](/topic/money), [holders](/topic/holders)

**Top assets mentioned**
[Pure Storage, Inc. (PSTG)](/topic/$pstg) [CoreWeave, Inc. (CRWV)](/topic/$crwv) [BITMINE IMMERSION TECH (BMNR)](/topic/$bmnr) [Strategy (MSTR)](/topic/$mstr)
### Top Social Posts [#](/creator/twitter::486139568/posts)
---
Top posts by engagements in the last XX hours

"Were short $PSTG. Report available at Pure Storage has gone from disruptor to disrupted. We believe its hyperscaler strategy will disappoint while its core enterprise storage products face declining differentiation (1/10)"  
[X Link](https://x.com/KerrisdaleCap/status/1963590030057669010) [@KerrisdaleCap](/creator/x/KerrisdaleCap) 2025-09-04T13:08Z 86.4K followers, 43.7K engagements


"We're short $CRWV. Report at $CRWV has shot to a $75B valuation on technicals and hype but strip away the noise and its just a levered GPU rental shop with lousy economics. 1/10"  
[X Link](https://x.com/KerrisdaleCap/status/1967576458639102061) [@KerrisdaleCap](/creator/x/KerrisdaleCap) 2025-09-15T13:09Z 86.4K followers, 493.5K engagements


"$CWRV is not the future of AI infrastructure. Its other peoples chips in other peoples data centers financed with other peoples money. Lenders may get paid but equity holders get left holding the bag. Fair value: $XX. 10/10"  
[X Link](https://x.com/KerrisdaleCap/status/1967577397303357531) [@KerrisdaleCap](/creator/x/KerrisdaleCap) 2025-09-15T13:13Z 86.4K followers, 22.5K engagements


"We're short $BMNR. Report at The DAT playbook has become basic & unoriginal: as near-identical copycats overwhelm the market premiums are collapsing and the ability to issue shares well above NAV to boost ETH-per-share is disappearing. RIP DATs🪦🥲 1/8"  
[X Link](https://x.com/KerrisdaleCap/status/1975920998240124934) [@KerrisdaleCap](/creator/x/KerrisdaleCap) 2025-10-08T13:47Z 86.4K followers, 931.4K engagements


"When we wrote on $MSTR a year ago the stock dropped -XX% in 2hrs we received 1k comments and reached ratio heaven (or hell). Lets see if we can beat those numbers later today"  
[X Link](https://x.com/KerrisdaleCap/status/1975919246430581048) [@KerrisdaleCap](/creator/x/KerrisdaleCap) 2025-10-08T13:40Z 86.4K followers, 61.9K engagements


"DATs are just pretty dumb. In what world can rando after rando launch shell after shell to issue equity endlessly to accumulate the same liquid tradable asset without all the shells trading down to a discount to their NAVs 8/9"  
[X Link](https://x.com/KerrisdaleCap/status/1975922876839522580) [@KerrisdaleCap](/creator/x/KerrisdaleCap) 2025-10-08T13:54Z 86.4K followers, 26.7K engagements