[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @Kross_Roads Crossroads Crossroads posts on X about $nvda, $pypl, $sofi, ai the most. They currently have XXXXXX followers and XX posts still getting attention that total XXXXXX engagements in the last XX hours. ### Engagements: XXXXXX [#](/creator/twitter::865651271193116673/interactions)  - X Week XXXXXXX +40% - X Month XXXXXXXXX -XX% - X Months XXXXXXXXXX +40% - X Year XXXXXXXXXX +5.10% ### Mentions: XX [#](/creator/twitter::865651271193116673/posts_active)  - X Week XX -XX% - X Month XXX -XX% - X Months XXXXX +33% - X Year XXXXX -XX% ### Followers: XXXXXX [#](/creator/twitter::865651271193116673/followers)  - X Week XXXXXX +0.32% - X Month XXXXXX +2.50% - X Months XXXXXX +33% - X Year XXXXXX +73% ### CreatorRank: XXXXXXX [#](/creator/twitter::865651271193116673/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) #1584 [technology brands](/list/technology-brands) XXXXX% [finance](/list/finance) XXXXX% [countries](/list/countries) XXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% [celebrities](/list/celebrities) XXXX% [exchanges](/list/exchanges) XXXX% [social networks](/list/social-networks) XXXX% **Social topic influence** [$nvda](/topic/$nvda) #133, [$pypl](/topic/$pypl) #167, [$sofi](/topic/$sofi) #3, [ai](/topic/ai) 5.63%, [$hood](/topic/$hood) #40, [if you](/topic/if-you) 4.23%, [$pltr](/topic/$pltr) #21, [$googl](/topic/$googl) 2.82%, [nvda](/topic/nvda) #358, [$hims](/topic/$hims) #17 **Top accounts mentioned or mentioned by** [@mccdmatthew](/creator/undefined) [@seabassclimbs](/creator/undefined) [@schartz_c](/creator/undefined) [@tigster92](/creator/undefined) [@amitisinvesting](/creator/undefined) [@realmattmoney](/creator/undefined) [@itsdanfi](/creator/undefined) [@wearycenturion](/creator/undefined) [@redstoneinv](/creator/undefined) [@juanrodrig07](/creator/undefined) [@yoki_sgn](/creator/undefined) [@tradermegaman](/creator/undefined) [@vladtenev](/creator/undefined) [@acce](/creator/undefined) [@bachor007](/creator/undefined) [@larryda35266358](/creator/undefined) [@derapfelmannyt](/creator/undefined) [@lucelex](/creator/undefined) [@diaryngisangama](/creator/undefined) [@dividendstreams](/creator/undefined) **Top assets mentioned** [NVIDIA Corp. (NVDA)](/topic/$nvda) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [RAI Finance (SOFI)](/topic/$sofi) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [Palantir (PLTR)](/topic/$pltr) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Joby Aviation, Inc. (JOBY)](/topic/$joby) [Archer Aviation Inc. (ACHR)](/topic/$achr) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [BITMINE IMMERSION TECH (BMNR)](/topic/$bmnr) [CenterPoint Energy, Inc. (CNP)](/topic/$cnp) [Novo-Nordisk (NVO)](/topic/$nvo) [Gemini Space Station, Inc. Class A Common Stock (GEMI)](/topic/$gemi) [FIRST NB GROTON NY (FIGR)](/topic/$figr) [Viacoin (VIA)](/topic/$via) [Klarna Group (KLAR)](/topic/klarna) [Chime Financial, Inc. Class A Common Stock (CHYM)](/topic/$chym) [T-Mobile (TMUS)](/topic/$tmus) [KKR & Co, Inc. (KKR)](/topic/$kkr) [Ethereum (ETH)](/topic/$eth) [PayPal USD (PYUSD)](/topic/$pyusd) ### Top Social Posts Top posts by engagements in the last XX hours "$JOBY vs $ACHR Earlier in the year I took a look at eVTOL companies and preferred Archer over Joby as it's easier to scale and move rapidly when horizontally integrated. But IF you can pull off scaling while being vertically integrated you're tough to stop. It looks like I may have been right on Archer but since that breakdown more than X months ago I actually have come to prefer Joby out of the two. Archer can move faster via partnerships but Joby's product is superior and they've hit a number of checkpoints this year. That said there are over a dozen of these types of companies. It's tough" [X Link](https://x.com/Kross_Roads/status/1995691278726537333) 2025-12-02T03:07Z 29.7K followers, 8364 engagements "$PYPL PayPal looks like it had a successful Cyber X. From these numbers the XX% more app visits stand out. They've put a lot of work into the app and app visits help feed the flywheel. Omnichannel appears to be working well with debit card usage up significantly. Double digit BNPL growth is great but that's a wide range and was expected with the incentives they were putting out" [X Link](https://x.com/Kross_Roads/status/1995978059493883932) 2025-12-02T22:07Z 29.7K followers, 15.8K engagements "Bootleg Weekly is live now Covering $NVDA and their competition in $GOOGL and $AMZN $SOFI $BMNR and macro and S&P XXX inclusion" [X Link](https://x.com/Kross_Roads/status/1995992390218203429) 2025-12-02T23:04Z 29.7K followers, 6734 engagements "$PLTR $NVDA and $CNP are partnering to launch Chain Reaction as an OS for AI infrastructure specifically for energy. "Chain Reaction is what it looks like when you rebuild from the ground up for the demands of AI."" [X Link](https://x.com/Kross_Roads/status/1996594810648514763) 2025-12-04T14:57Z 29.7K followers, 9303 engagements "After being absent last week for the first time in months Sunday overnight market green has returned" [X Link](https://x.com/Kross_Roads/status/1997837840240259232) 2025-12-08T01:17Z 29.7K followers, 9550 engagements "$HOOD THIS answer right here is one of many reasons it's not stressful to have Robinhood as my largest investment. X weeks left in the year and they're not in vacation mode. S&P inclusion and they're "just getting started." I love their drive and it starts at the top with Vlad" [X Link](https://x.com/Kross_Roads/status/1998244708204576885) 2025-12-09T04:13Z 29.7K followers, 68.1K engagements "This is a fantastic piece on why AI is not a bubble. It's lengthy but well worth a few minutes of your time. "Ask yourself: what are the odds that the bears sitting on the sidelines have a better read on optimal data center spend than Andy Jassy Mark Zuckerberg Sundar Pichai and Satya Nadella" X% odds" [X Link](https://x.com/Kross_Roads/status/1989937716771852727) 2025-11-16T06:04Z 29.7K followers, 178.2K engagements "$PYPL PayPal drops again since their CFO states they're seeing consumer weakness continue even though guidance is intact. This is the third fireside chat they've mentioned that and every time the stock drops. At this point I'm beginning to believe it's just PayPal weakness not consumer weakness since we're not really hearing similar reads from others" [X Link](https://x.com/Kross_Roads/status/1996243809571647545) 2025-12-03T15:43Z 29.7K followers, 119.7K engagements "$HIMS Just announced a small (all cash) acquisition of Livewell in Canada and will begin serving customers there. The timing of this is interesting. $NVO failed to file to maintain Semaglutide's patent in Canada so branded Semaglutide can be sold in January. This acquisition is certainly being done to try and capture a larger share of that market" [X Link](https://x.com/Kross_Roads/status/1996586753948332145) 2025-12-04T14:25Z 29.7K followers, 15.6K engagements "$NVDA Nvidia can now sell chips to China. This wasn't that surprising given the status of negotiations between the US and China but what wasn't known was the particulars and if these can stick for a while. Previously Nvidia could sell to China without many restrictions until they couldn't. Then they could sell to China with a permit until they couldn't. Then they could sell only customized A800 / H800 until they couldn't. Then they could sell H20 / L20 / L2's until they couldn't. Then they couldn't sell anything. Until they could. For now. Bottom line X Nvidia is such a strong business it" [X Link](https://x.com/Kross_Roads/status/1998162162364162530) 2025-12-08T22:45Z 29.7K followers, 24.3K engagements "@amitisinvesting More of a when vs if result but very exciting as a $NVDA shareholder" [X Link](https://x.com/Kross_Roads/status/1998162168315871679) 2025-12-08T22:45Z 29.7K followers, 2798 engagements "$NVDA This move faded in part due to reporting from the Financial Times that Chinese buyers would still be restricted unless they could prove to their government why the equivalent chips couldn't be sourced domestically. While I see some analysts raising estimates many might prefer to wait" [X Link](https://x.com/Kross_Roads/status/1998377619092365769) 2025-12-09T13:02Z 29.7K followers, 15.9K engagements "@vladtenev It's been interesting to see Fintech move towards the Rule of XX. Some have struggled to meet that but Robinhood certainly hasn't" [X Link](https://x.com/Kross_Roads/status/1998442669324796393) 2025-12-09T17:20Z 29.7K followers, 2084 engagements "What's needed is more regulatory clarity for sure but what I've personally seen in the predictions market space is that companies (like Kalshi and Robinhood) aren't waiting around for regulators but are adopting common sense framework. I haven't used the predictions market in a couple months but the last time I did there was a healthy disclaimer there similar to what you'd see on insider trades. Needless to say the NY Giants owner probably can't do this; at least not on a major platform. Six months ago Sure (which I agree was a huge problem)" [X Link](https://x.com/Kross_Roads/status/1998499169405698297) 2025-12-09T21:05Z 29.7K followers, XXX engagements "Robinhood adds two more IPO Access offers: $GEMI and $VIA. These all launch next week from the 10th through 12th. I won't mind getting some $KLAR" [X Link](https://x.com/Kross_Roads/status/1963442939985633387) 2025-09-04T03:24Z 29.6K followers, 38.9K engagements "$SOFI Tech Platform acceleration looks like it's coming next year (technically Q4 due to one-off from $CHYM). Debit cards don't sound that impressive but per an EY survey last year "Debit cards are the most popular payment form for Gen Z with XX% reporting daily or weekly use."" [X Link](https://x.com/Kross_Roads/status/1988373115978576217) 2025-11-11T22:27Z 29.6K followers, 14.2K engagements "$PYPL and $KKR re-upped their BNPL loan purchase agreement in Europe. This is an extension from the 2023 deal. BNPL is accelerating and this reduces exposure to any default risk for PayPal and keeps the product more capital light. So what's changed from 2023 Quite a bit: 🟢 PayPal's BNPL rate: XXXX% (vs XXXX in '23). 🟢 $65b Loan Purchase Cap ($40b '23). 🟢 $6b replenishing commit ($3b prior). 🟢 Unified payment experience (including BNPL and a loyalty program) launched in the UK" [X Link](https://x.com/Kross_Roads/status/1990459797242552472) 2025-11-17T16:39Z 29.6K followers, 12.6K engagements "My how fast things change. After $NVDA's report yesterday if you told me we'd not only fade the green but dump AI names hard I would have been skeptical. Yet here we are" [X Link](https://x.com/Kross_Roads/status/1991573635543494790) 2025-11-20T18:25Z 29.6K followers, 15.1K engagements "$NVDA This is perhaps Burry's weakest argument. X Going back to 2018 is a little strange. Nvidia is a VERY different company than it was back then. X SBC that is based on performance (PSUs) is absolutely going to look ridiculous when a business accelerates like Nvidia and that should surprise nobody. Non-C-suiters also received RSUs tied to share prices hitting certain levels. I believe ALL of those were also hit. No shareholder is crying about SBC because they made a ton of money too. Plus since 2018 the sharecount is flat. X Nvidia has too much cash. Burry's main point is SBC was a lot more" [X Link](https://x.com/Kross_Roads/status/1991633776837787777) 2025-11-20T22:24Z 29.6K followers, 16K engagements "$PLTR High praise for Palantir's Alex Karp from Bill Ackman. Ackman's Pershing Square is around XX% cash and he recently discussed "very high-quality businesses are showing up at very attractive levels." There's one in particular he said they wanted to own for years they're finishing DD on and is now available at a bargain price. That's unlikely to be Palantir but it checks all the boxes of his investment principles except for the attractive valuation. I would be a little surprised but not shocked if Ackman bought Palantir here" [X Link](https://x.com/Kross_Roads/status/1992704837180355009) 2025-11-23T21:20Z 29.6K followers, 56.9K engagements "$NVDA / $GOOGL Nvidia's stock reacted negatively to Google and Meta's discussion for Google's TPUs. While we don't officially know how Google's 7th (ironwood) generation will fare aside from releases by Google but it's unlikely that their TPUs will near the efficiency and max throughput Nvidia enjoys" [X Link](https://x.com/Kross_Roads/status/1994486907061916068) 2025-11-28T19:21Z 29.6K followers, 20.1K engagements "$ETH price movement continues to defy Tom Lee's expectations. The market entered risk-off mode again in a hurry" [X Link](https://x.com/Kross_Roads/status/1995366160284754283) 2025-12-01T05:35Z 29.6K followers, 13.1K engagements "@diaryngisangama @amitisinvesting I'm long $NVDA" [X Link](https://x.com/Kross_Roads/status/1998249693533601932) 2025-12-09T04:33Z 29.7K followers, XXX engagements "$PYPL The interview with PayPal's CEO @acce is now live We discussed Investor Day $PYUSD Ads and more Here's a taste. Full interview link below" [X Link](https://x.com/Kross_Roads/status/1895510149516906947) 2025-02-28T16:23Z 29.7K followers, 175.5K engagements "$SOFI just announced a $1.5b stock offering (which will probably be up sized by 15%). This is the second time SoFi has done this in '25. The prior time I felt like it was a mistake in terms of the pricing (SoFi was moving upwards and I felt like dilution could be done at or around $30) and in terms of timing (just after their best earnings ever). Here I have no such objections. Yet the timing of this is very curious. Chris Lapointe had a fireside chat yesterday where they talked about the capital on the balance sheet and the optionality they maintain. When asked about mergers and acquisitions" [X Link](https://x.com/Kross_Roads/status/1996694007238512957) 2025-12-04T21:32Z 29.7K followers, 73K engagements "Don't listen to hype like this. The actual data we have indicates a XX bps cut this week NOT XX with a XX% chance for none. One thing Powell has done well since '22 is to not surprise anyone as we go into these Fed meetings. Expect that to continue with a XX bps cut" [X Link](https://x.com/Kross_Roads/status/1998138727735107925) 2025-12-08T21:12Z 29.7K followers, 11.5K engagements "$SOFI continues to show weakness after last week's equity raise. The biggest issue with it was the lack of clarity behind it. "Optionality" was the theme of the fireside chat the day before and was included in the 8-K SEC filing but some investors took issue with the CFO indicating SoFi was well-capitalized less than XX hours before this offering. I do agree the communication could be better and that's been one of the issues with SoFi. However I'm fine with the raise and if the market wants to keep selling $SOFI I may not be able to prevent myself from adding" [X Link](https://x.com/Kross_Roads/status/1998501166901059777) 2025-12-09T21:13Z 29.7K followers, 27K engagements "$PYPL Call me foolish but I still believe in PayPal ads. Just one aspect of differentiation is how simple it looks for a SMB to benefit. 1) Extra revenue for your site by turning on PayPal ads (paid in your PayPal account - no need to sign up for a new service). 2) Launching targeted ad campaigns with "minimal lift." You don't have to do a lot here either. PayPal has the data the placement and the product. If a business is afraid of the cost they shouldn't be. The payout to PayPal is only for actual conversions if this is the same as the other ads products. Same PayPal just a different layer" [X Link](https://x.com/Kross_Roads/status/1998518535757119510) 2025-12-09T22:22Z 29.7K followers, 9911 engagements "Bootleg Weekly is LIVE We're talking $SOFI $PLTR $NVDA $HIMS and more" [X Link](https://x.com/Kross_Roads/status/1998528911559586127) 2025-12-09T23:03Z 29.7K followers, 4633 engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@Kross_Roads CrossroadsCrossroads posts on X about $nvda, $pypl, $sofi, ai the most. They currently have XXXXXX followers and XX posts still getting attention that total XXXXXX engagements in the last XX hours.
Social category influence stocks #1584 technology brands XXXXX% finance XXXXX% countries XXXX% cryptocurrencies XXXX% celebrities XXXX% exchanges XXXX% social networks XXXX%
Social topic influence $nvda #133, $pypl #167, $sofi #3, ai 5.63%, $hood #40, if you 4.23%, $pltr #21, $googl 2.82%, nvda #358, $hims #17
Top accounts mentioned or mentioned by @mccdmatthew @seabassclimbs @schartz_c @tigster92 @amitisinvesting @realmattmoney @itsdanfi @wearycenturion @redstoneinv @juanrodrig07 @yoki_sgn @tradermegaman @vladtenev @acce @bachor007 @larryda35266358 @derapfelmannyt @lucelex @diaryngisangama @dividendstreams
Top assets mentioned NVIDIA Corp. (NVDA) PayPal Holdings Inc (PYPL) RAI Finance (SOFI) Robinhood Markets, Inc. (HOOD) Palantir (PLTR) Alphabet Inc Class A (GOOGL) Hims & Hers Health, Inc. (HIMS) Joby Aviation, Inc. (JOBY) Archer Aviation Inc. (ACHR) Amazon.com, Inc. (AMZN) BITMINE IMMERSION TECH (BMNR) CenterPoint Energy, Inc. (CNP) Novo-Nordisk (NVO) Gemini Space Station, Inc. Class A Common Stock (GEMI) FIRST NB GROTON NY (FIGR) Viacoin (VIA) Klarna Group (KLAR) Chime Financial, Inc. Class A Common Stock (CHYM) T-Mobile (TMUS) KKR & Co, Inc. (KKR) Ethereum (ETH) PayPal USD (PYUSD)
Top posts by engagements in the last XX hours
"$JOBY vs $ACHR Earlier in the year I took a look at eVTOL companies and preferred Archer over Joby as it's easier to scale and move rapidly when horizontally integrated. But IF you can pull off scaling while being vertically integrated you're tough to stop. It looks like I may have been right on Archer but since that breakdown more than X months ago I actually have come to prefer Joby out of the two. Archer can move faster via partnerships but Joby's product is superior and they've hit a number of checkpoints this year. That said there are over a dozen of these types of companies. It's tough"
X Link 2025-12-02T03:07Z 29.7K followers, 8364 engagements
"$PYPL PayPal looks like it had a successful Cyber X. From these numbers the XX% more app visits stand out. They've put a lot of work into the app and app visits help feed the flywheel. Omnichannel appears to be working well with debit card usage up significantly. Double digit BNPL growth is great but that's a wide range and was expected with the incentives they were putting out"
X Link 2025-12-02T22:07Z 29.7K followers, 15.8K engagements
"Bootleg Weekly is live now Covering $NVDA and their competition in $GOOGL and $AMZN $SOFI $BMNR and macro and S&P XXX inclusion"
X Link 2025-12-02T23:04Z 29.7K followers, 6734 engagements
"$PLTR $NVDA and $CNP are partnering to launch Chain Reaction as an OS for AI infrastructure specifically for energy. "Chain Reaction is what it looks like when you rebuild from the ground up for the demands of AI.""
X Link 2025-12-04T14:57Z 29.7K followers, 9303 engagements
"After being absent last week for the first time in months Sunday overnight market green has returned"
X Link 2025-12-08T01:17Z 29.7K followers, 9550 engagements
"$HOOD THIS answer right here is one of many reasons it's not stressful to have Robinhood as my largest investment. X weeks left in the year and they're not in vacation mode. S&P inclusion and they're "just getting started." I love their drive and it starts at the top with Vlad"
X Link 2025-12-09T04:13Z 29.7K followers, 68.1K engagements
"This is a fantastic piece on why AI is not a bubble. It's lengthy but well worth a few minutes of your time. "Ask yourself: what are the odds that the bears sitting on the sidelines have a better read on optimal data center spend than Andy Jassy Mark Zuckerberg Sundar Pichai and Satya Nadella" X% odds"
X Link 2025-11-16T06:04Z 29.7K followers, 178.2K engagements
"$PYPL PayPal drops again since their CFO states they're seeing consumer weakness continue even though guidance is intact. This is the third fireside chat they've mentioned that and every time the stock drops. At this point I'm beginning to believe it's just PayPal weakness not consumer weakness since we're not really hearing similar reads from others"
X Link 2025-12-03T15:43Z 29.7K followers, 119.7K engagements
"$HIMS Just announced a small (all cash) acquisition of Livewell in Canada and will begin serving customers there. The timing of this is interesting. $NVO failed to file to maintain Semaglutide's patent in Canada so branded Semaglutide can be sold in January. This acquisition is certainly being done to try and capture a larger share of that market"
X Link 2025-12-04T14:25Z 29.7K followers, 15.6K engagements
"$NVDA Nvidia can now sell chips to China. This wasn't that surprising given the status of negotiations between the US and China but what wasn't known was the particulars and if these can stick for a while. Previously Nvidia could sell to China without many restrictions until they couldn't. Then they could sell to China with a permit until they couldn't. Then they could sell only customized A800 / H800 until they couldn't. Then they could sell H20 / L20 / L2's until they couldn't. Then they couldn't sell anything. Until they could. For now. Bottom line X Nvidia is such a strong business it"
X Link 2025-12-08T22:45Z 29.7K followers, 24.3K engagements
"@amitisinvesting More of a when vs if result but very exciting as a $NVDA shareholder"
X Link 2025-12-08T22:45Z 29.7K followers, 2798 engagements
"$NVDA This move faded in part due to reporting from the Financial Times that Chinese buyers would still be restricted unless they could prove to their government why the equivalent chips couldn't be sourced domestically. While I see some analysts raising estimates many might prefer to wait"
X Link 2025-12-09T13:02Z 29.7K followers, 15.9K engagements
"@vladtenev It's been interesting to see Fintech move towards the Rule of XX. Some have struggled to meet that but Robinhood certainly hasn't"
X Link 2025-12-09T17:20Z 29.7K followers, 2084 engagements
"What's needed is more regulatory clarity for sure but what I've personally seen in the predictions market space is that companies (like Kalshi and Robinhood) aren't waiting around for regulators but are adopting common sense framework. I haven't used the predictions market in a couple months but the last time I did there was a healthy disclaimer there similar to what you'd see on insider trades. Needless to say the NY Giants owner probably can't do this; at least not on a major platform. Six months ago Sure (which I agree was a huge problem)"
X Link 2025-12-09T21:05Z 29.7K followers, XXX engagements
"Robinhood adds two more IPO Access offers: $GEMI and $VIA. These all launch next week from the 10th through 12th. I won't mind getting some $KLAR"
X Link 2025-09-04T03:24Z 29.6K followers, 38.9K engagements
"$SOFI Tech Platform acceleration looks like it's coming next year (technically Q4 due to one-off from $CHYM). Debit cards don't sound that impressive but per an EY survey last year "Debit cards are the most popular payment form for Gen Z with XX% reporting daily or weekly use.""
X Link 2025-11-11T22:27Z 29.6K followers, 14.2K engagements
"$PYPL and $KKR re-upped their BNPL loan purchase agreement in Europe. This is an extension from the 2023 deal. BNPL is accelerating and this reduces exposure to any default risk for PayPal and keeps the product more capital light. So what's changed from 2023 Quite a bit: 🟢 PayPal's BNPL rate: XXXX% (vs XXXX in '23). 🟢 $65b Loan Purchase Cap ($40b '23). 🟢 $6b replenishing commit ($3b prior). 🟢 Unified payment experience (including BNPL and a loyalty program) launched in the UK"
X Link 2025-11-17T16:39Z 29.6K followers, 12.6K engagements
"My how fast things change. After $NVDA's report yesterday if you told me we'd not only fade the green but dump AI names hard I would have been skeptical. Yet here we are"
X Link 2025-11-20T18:25Z 29.6K followers, 15.1K engagements
"$NVDA This is perhaps Burry's weakest argument. X Going back to 2018 is a little strange. Nvidia is a VERY different company than it was back then. X SBC that is based on performance (PSUs) is absolutely going to look ridiculous when a business accelerates like Nvidia and that should surprise nobody. Non-C-suiters also received RSUs tied to share prices hitting certain levels. I believe ALL of those were also hit. No shareholder is crying about SBC because they made a ton of money too. Plus since 2018 the sharecount is flat. X Nvidia has too much cash. Burry's main point is SBC was a lot more"
X Link 2025-11-20T22:24Z 29.6K followers, 16K engagements
"$PLTR High praise for Palantir's Alex Karp from Bill Ackman. Ackman's Pershing Square is around XX% cash and he recently discussed "very high-quality businesses are showing up at very attractive levels." There's one in particular he said they wanted to own for years they're finishing DD on and is now available at a bargain price. That's unlikely to be Palantir but it checks all the boxes of his investment principles except for the attractive valuation. I would be a little surprised but not shocked if Ackman bought Palantir here"
X Link 2025-11-23T21:20Z 29.6K followers, 56.9K engagements
"$NVDA / $GOOGL Nvidia's stock reacted negatively to Google and Meta's discussion for Google's TPUs. While we don't officially know how Google's 7th (ironwood) generation will fare aside from releases by Google but it's unlikely that their TPUs will near the efficiency and max throughput Nvidia enjoys"
X Link 2025-11-28T19:21Z 29.6K followers, 20.1K engagements
"$ETH price movement continues to defy Tom Lee's expectations. The market entered risk-off mode again in a hurry"
X Link 2025-12-01T05:35Z 29.6K followers, 13.1K engagements
"@diaryngisangama @amitisinvesting I'm long $NVDA"
X Link 2025-12-09T04:33Z 29.7K followers, XXX engagements
"$PYPL The interview with PayPal's CEO @acce is now live We discussed Investor Day $PYUSD Ads and more Here's a taste. Full interview link below"
X Link 2025-02-28T16:23Z 29.7K followers, 175.5K engagements
"$SOFI just announced a $1.5b stock offering (which will probably be up sized by 15%). This is the second time SoFi has done this in '25. The prior time I felt like it was a mistake in terms of the pricing (SoFi was moving upwards and I felt like dilution could be done at or around $30) and in terms of timing (just after their best earnings ever). Here I have no such objections. Yet the timing of this is very curious. Chris Lapointe had a fireside chat yesterday where they talked about the capital on the balance sheet and the optionality they maintain. When asked about mergers and acquisitions"
X Link 2025-12-04T21:32Z 29.7K followers, 73K engagements
"Don't listen to hype like this. The actual data we have indicates a XX bps cut this week NOT XX with a XX% chance for none. One thing Powell has done well since '22 is to not surprise anyone as we go into these Fed meetings. Expect that to continue with a XX bps cut"
X Link 2025-12-08T21:12Z 29.7K followers, 11.5K engagements
"$SOFI continues to show weakness after last week's equity raise. The biggest issue with it was the lack of clarity behind it. "Optionality" was the theme of the fireside chat the day before and was included in the 8-K SEC filing but some investors took issue with the CFO indicating SoFi was well-capitalized less than XX hours before this offering. I do agree the communication could be better and that's been one of the issues with SoFi. However I'm fine with the raise and if the market wants to keep selling $SOFI I may not be able to prevent myself from adding"
X Link 2025-12-09T21:13Z 29.7K followers, 27K engagements
"$PYPL Call me foolish but I still believe in PayPal ads. Just one aspect of differentiation is how simple it looks for a SMB to benefit. 1) Extra revenue for your site by turning on PayPal ads (paid in your PayPal account - no need to sign up for a new service). 2) Launching targeted ad campaigns with "minimal lift." You don't have to do a lot here either. PayPal has the data the placement and the product. If a business is afraid of the cost they shouldn't be. The payout to PayPal is only for actual conversions if this is the same as the other ads products. Same PayPal just a different layer"
X Link 2025-12-09T22:22Z 29.7K followers, 9911 engagements
"Bootleg Weekly is LIVE We're talking $SOFI $PLTR $NVDA $HIMS and more"
X Link 2025-12-09T23:03Z 29.7K followers, 4633 engagements
/creator/twitter::Kross_Roads