# ![@NorthLedger Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1960412536114692096.png) @NorthLedger NorthLedger

NorthLedger posts on X about $snap, lyft, $lyft, $crm the most. They currently have [--] followers and [--] posts still getting attention that total [--] engagements in the last [--] hours.

### Engagements: [--] [#](/creator/twitter::1960412536114692096/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1960412536114692096/c:line/m:interactions.svg)

- [--] Week [-----] +982%

### Mentions: [--] [#](/creator/twitter::1960412536114692096/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1960412536114692096/c:line/m:posts_active.svg)


### Followers: [--] [#](/creator/twitter::1960412536114692096/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1960412536114692096/c:line/m:followers.svg)

- [--] Week [--] +10%

### CreatorRank: [---------] [#](/creator/twitter::1960412536114692096/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1960412536114692096/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  [technology brands](/list/technology-brands)  [finance](/list/finance)  [social networks](/list/social-networks) 

**Social topic influence**
[$snap](/topic/$snap) #181, [lyft](/topic/lyft) #231, [$lyft](/topic/$lyft) #85, [$crm](/topic/$crm) #307, [$now](/topic/$now) #208, [ai](/topic/ai), [$otex](/topic/$otex), [open ai](/topic/open-ai), [$snow](/topic/$snow) #94, [anthropic](/topic/anthropic)

**Top accounts mentioned or mentioned by**
[@reinvestcap](/creator/undefined) [@nocapcap](/creator/undefined) [@evanspiegel](/creator/undefined) [@thewiseic](/creator/undefined) [@monstastock](/creator/undefined) [@masticmensch](/creator/undefined) [@tablesalt13](/creator/undefined) [@wolfofoakville](/creator/undefined) [@gurgavin](/creator/undefined) [@davevermilion](/creator/undefined) [@pepemoonboy](/creator/undefined) [@activestaker](/creator/undefined) [@stocktalkweekly](/creator/undefined) [@boxlongs](/creator/undefined) [@cdinewsletter](/creator/undefined) [@kherriage](/creator/undefined) [@fcfyplusg](/creator/undefined) [@thespencerwalsh](/creator/undefined) [@ashton1nvests](/creator/undefined) [@waltlightshed](/creator/undefined)

**Top assets mentioned**
[Snap, Inc. (SNAP)](/topic/$snap) [Lyft, Inc. Class A Common Stock (LYFT)](/topic/$lyft) [Salesforce Inc (CRM)](/topic/$crm) [Now Coin (NOW)](/topic/$now) [Open Text Corp (OTEX)](/topic/$otex) [Snowflake Inc. (SNOW)](/topic/$snow) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [SAP SE (SAP)](/topic/$sap) [Adobe, Inc. (ADBE)](/topic/$adbe) [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [Pinterest, Inc. (PINS)](/topic/$pins) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Microsoft Corp. (MSFT)](/topic/$msft) [Workday Inc (WDAY)](/topic/$wday) [Oracle Corporation (ORCL)](/topic/$orcl) [BOX, INC. (BOX)](/topic/$box) [Reddit, Inc.  (RDDT)](/topic/$rddt) [Metadium (META)](/topic/$meta) [Iqvia Holdings Inc (IQV)](/topic/$iqv)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@MonstaStock More they consolidate at this level the stronger the move up. bullish $SNAP. People don't understand the company just looking at the stock price. Super undervalued at current price"  
[X Link](https://x.com/NorthLedger/status/1960446924726710705)  2025-08-26T20:59Z [--] followers, [---] engagements


"@no_cap_cap @masticmensch They actually divested that part of the AMC divestiture last year for a pretty penny. $OTEX. Used the proceeds to pay down debt"  
[X Link](https://x.com/NorthLedger/status/1960776961531220223)  2025-08-27T18:50Z [--] followers, [--] engagements


"@Tablesalt13 Heard from a VP in Commercial Banking at a Big [--] Bank had [--] seperate medium size real estate brokerages couldn't make the principal payments on land next month. Previously was on an interest only loan up until [--] months ago. Expecting more zoned land to come on market"  
[X Link](https://x.com/NorthLedger/status/1960836642542887249)  2025-08-27T22:47Z [--] followers, [----] engagements


"Gold up Oil up Yields up Stocks down 🤷♂ #Gold #OOTT $SPY"  
[X Link](https://x.com/NorthLedger/status/1962833318157648103)  2025-09-02T11:01Z [--] followers, [---] engagements


"@WolfOfOakville I think the positives is that margin is expanding again - Adjusted Ebitda margin went to 25.7% (q3) from 22.9% (q2). Focus going into Q4 is accretive acquisition"  
[X Link](https://x.com/NorthLedger/status/1963717622916162038)  2025-09-04T21:35Z [--] followers, [---] engagements


"@gurgavin $SNAP & $LYFT"  
[X Link](https://x.com/NorthLedger/status/1963785029131071720)  2025-09-05T02:03Z [--] followers, [---] engagements


"$LYFT $SNAP holding well"  
[X Link](https://x.com/NorthLedger/status/1963988196288499743)  2025-09-05T15:30Z [--] followers, [--] engagements


"@davevermilion As a former auditor and years in investor relations but my take is non-gaap eps tries to mimic companies earning in the perfect scenario in a private setting (i.e exclusion of SBC and any non-recurring charges)"  
[X Link](https://x.com/NorthLedger/status/1964048760494846379)  2025-09-05T19:31Z [--] followers, [--] engagements


"@pepemoonboy $SNAP"  
[X Link](https://x.com/NorthLedger/status/1964891395136872655)  2025-09-08T03:19Z [--] followers, [---] engagements


"$ORCL the backlog is great but the true story is in the margin and whether this is perpetual revenue growth 🤥"  
[X Link](https://x.com/NorthLedger/status/1965585643515642120)  2025-09-10T01:18Z [--] followers, [--] engagements


"BIG MOVES $SNAP $SNAP 20M shares $148M https://t.co/NHW9cteykk $SNAP 20M shares $148M https://t.co/NHW9cteykk"  
[X Link](https://x.com/NorthLedger/status/1965592426518905082)  2025-09-10T01:45Z [--] followers, [---] engagements


"Trying to be a steady voice for $SNAP investors. Conviction is strong humility is stronger. @evanspiegel"  
[X Link](https://x.com/NorthLedger/status/1965597703414657482)  2025-09-10T02:06Z [--] followers, [--] engagements


"@activestaker Brother they are not getting acquired. If evan wanted to sell he wouldn't be trying to create the specs. $snap"  
[X Link](https://x.com/NorthLedger/status/1968837327582609916)  2025-09-19T00:39Z [--] followers, [---] engagements


"@no_cap_cap $OTEX will likely capitalize on their content management stack which will unlock a lot of value for companies its also their bread and butter. $BOX is the major competitor in the space. All other offerings I see them as a laggard where they grow through M&A and unlocking FCF"  
[X Link](https://x.com/NorthLedger/status/1960763782256288097)  2025-08-27T17:58Z [--] followers, [--] engagements


"$OTEX prime to breakout first filling gap at $35"  
[X Link](https://x.com/NorthLedger/status/1961136998128734419)  2025-08-28T18:41Z [--] followers, [--] engagements


"$SNAP All investors should be excited reading this. Some things I am excited about: - 60% Gross Margin - Livestream Introduction - Long-term Specs vision = AI-first wearable platform 👻👻👻 https://newsroom.snap.com/14-year-letter https://newsroom.snap.com/14-year-letter"  
[X Link](https://x.com/NorthLedger/status/1965239371793338719)  2025-09-09T02:22Z [--] followers, [----] engagements


"@stocktalkweekly $OTEX"  
[X Link](https://x.com/NorthLedger/status/1966125512604135744)  2025-09-11T13:03Z [--] followers, [--] engagements


"$SNAP Everyone is talking about Meta AR Glasses but SNAP just released their OS [---] and ahead of the curve"  
[X Link](https://x.com/NorthLedger/status/1967938753500156360)  2025-09-16T13:08Z [--] followers, [---] engagements


"@BoxLongs Based on the guidance easily going to see $6.7 Billion in Revenue if gross margin is going to exceed 60%. $SNAP"  
[X Link](https://x.com/NorthLedger/status/2019171931132698646)  2026-02-04T22:11Z [--] followers, [---] engagements


"$SNAP $LYFT $PINS one common theme I've heard throughout the earnings calls is that the consumer is strong and these companies are investing in the SMB markets where they see strong growth. The market is not reflecting reality"  
[X Link](https://x.com/NorthLedger/status/2022114563022631181)  2026-02-13T01:04Z [--] followers, [---] engagements


"$ENGH.TO conf call takeaway: CEO Sadler wants to deploy more cash on acquisitions but wont chase deals that dont meet [--] yr cash-on-cash return criteria. Focus remains on disciplined M&A. Potential buy-the-dip opportunity 👀"  
[X Link](https://x.com/NorthLedger/status/1963962381031108631)  2025-09-05T13:48Z [--] followers, [---] engagements


"He also emphasized no appetite for unprofitable growth. Cited Avaya Mitel & Genesys as examples of chasing growth into bankruptcy/restructuring. Enghouse could scoop up cheap assets like they did with Lifesize. $ENGH"  
[X Link](https://x.com/NorthLedger/status/1963962382494945765)  2025-09-05T13:48Z [--] followers, [---] engagements


"@CDInewsletter $ENGH $ENGH.to Margins are improving capital allocation going in FY26 will focus on share buybacks and acquisitions. Basically they have much more acquisiton opportunities and increasing the M&A team"  
[X Link](https://x.com/NorthLedger/status/2001313165972308123)  2025-12-17T15:26Z [--] followers, [---] engagements


"For those who think Evan was going to sell $SNAP. Bobby and Evan are here for the long run I think he is Steve Jobs of our time. "Snap is uniquely positioned to lead the next wave of spatial computing" $SNAP co-founder @evanspiegel confident he can out innovate Google Meta and OpenAI in the next wave of computing. Specs launch in [----] "Snap is uniquely positioned to lead the next wave of spatial computing" $SNAP co-founder @evanspiegel confident he can out innovate Google Meta and OpenAI in the next wave of computing. Specs launch in 2026"  
[X Link](https://x.com/NorthLedger/status/2019174568477487457)  2026-02-04T22:21Z [--] followers, [---] engagements


"$SNAP Zuck sees the Snap vision that most investors don't. In [--] years SNAP will be the go-to platform and most investors fail to understand this. It's the primary messaging app for North American Gen Z. IG will not be a messaging app and that's the problem"  
[X Link](https://x.com/NorthLedger/status/2021046896156946585)  2026-02-10T02:21Z [--] followers, [---] engagements


"$SNAP makes it much easier for Snapchat to offer features like Reels and streaming but IG/FB will never become the go-to messaging app. Young people dont use WhatsApp. As memory becomes more monetized people will send images not meant to be saved like grocery lists"  
[X Link](https://x.com/NorthLedger/status/2021046897457127796)  2026-02-10T02:21Z [--] followers, [---] engagements


"People complain about $SNAP sbc but fail to mention that its only grown 2% over the last year and about 2.9% the year prior"  
[X Link](https://x.com/NorthLedger/status/2021050723627356243)  2026-02-10T02:36Z [--] followers, [---] engagements


"$IGV SaaS CEOs don't buy stock on the open market because they get RSUs and PSUs that vest every year without having to put in a single penny. Why would they risk putting too much in one basket"  
[X Link](https://x.com/NorthLedger/status/2021052037623095474)  2026-02-10T02:42Z [--] followers, [--] engagements


"$LYFT AH sell-off does not make sense The miss in revenue is a one-time adjustment. Forecasting a 15% growth next year"  
[X Link](https://x.com/NorthLedger/status/2021340568564138151)  2026-02-10T21:48Z [--] followers, [---] engagements


"@KHerriage $lyft market algos overreacting due to a one-time adjustment that caused revenue to miss. All AVs are manufactures it will never be DTC too much capex. History tells us it will be offered on many platforms"  
[X Link](https://x.com/NorthLedger/status/2021396713567813727)  2026-02-11T01:31Z [--] followers, [---] engagements


"$CRM $NOW most companies only spend 3-5% on software far more efficient to reduce headcount then develop in house software which required additional headcount to maintain. Lets not even think or talk about audit requirements"  
[X Link](https://x.com/NorthLedger/status/2021397616316334406)  2026-02-11T01:35Z [--] followers, [--] engagements


"@fcfyplusg @thespencerwalsh $SNAP you need to focus last 2-3 years business is at an operational inflection point where every incremental dollar in revenue results in more profit margin. Profit is growing faster than shares outstanding only 2% last year btw. SBC is meaningless if they dont vest"  
[X Link](https://x.com/NorthLedger/status/2021398483945783709)  2026-02-11T01:38Z [--] followers, [---] engagements


"$SNAP Adding to this at these levels. Money is made during times of uncertainty. 🚀"  
[X Link](https://x.com/NorthLedger/status/2021708046401933359)  2026-02-11T22:08Z [--] followers, [---] engagements


"@TheWiseIC I love $UBER but current valuations adding to $LYFT"  
[X Link](https://x.com/NorthLedger/status/2021709579411673498)  2026-02-11T22:14Z [--] followers, [---] engagements


"$SNAP $META $PINS $RDDT Kind of crazy seeing social media stocks getting sold off when they are the least likely to be disrupted by AIprobably the biggest beneficiaries if anything. 🤷♂"  
[X Link](https://x.com/NorthLedger/status/2021758234055283172)  2026-02-12T01:28Z [--] followers, [---] engagements


"Might be closer to the bottom in SaaS than I thought.seriously what a joke 💆♂ $qqq $spy $iqv The Great Software Stock Rout of [----] https://t.co/BhCIzTXXre The Great Software Stock Rout of [----] https://t.co/BhCIzTXXre"  
[X Link](https://x.com/NorthLedger/status/2021765559155593621)  2026-02-12T01:57Z [--] followers, [---] engagements


"@reinvestcap By design. $LYFT"  
[X Link](https://x.com/NorthLedger/status/2021343078704153018)  2026-02-10T21:58Z [--] followers, [---] engagements


"The narrative: "AI is killing software" The reality: Early AI investors need exit liquidity. The greatest wealth transfer of [----] 🧵 $CRM $NOW $SNOW $SAP $ADBE Anthropic just confirmed it raised $30B at a $380B post-money valuation. The round was led by GIC and Coatue with other investors including D. E. Shaw Ventures ICONIQ and MGX per Reuters. Anthropic just confirmed it raised $30B at a $380B post-money valuation. The round was led by GIC and Coatue with other investors including D. E. Shaw Ventures ICONIQ and MGX per Reuters"  
[X Link](https://x.com/NorthLedger/status/2022053804334895261)  2026-02-12T21:02Z [--] followers, [---] engagements


"OpenAI & Anthropic racing to IPO Q4 [----]. OpenAI: $500B+ valuation target Anthropic: $30B raised TODAY at $380B valuation Largest private financings ever. Who's holding the bag $MSFT $GOOGL $AMZN - your favorite tech companies"  
[X Link](https://x.com/NorthLedger/status/2022053806528508165)  2026-02-12T21:02Z [--] followers, [--] engagements


"The playbook: [--]. Big Tech deep in AI investments [--]. Need retail FOMO for peak valuations [--]. Push "software is dead" panic selling [--]. Transfer $CRM $SNOW $NOW from institutions to retail [--]. Pump AI IPOs as "the future" [--]. Classic bait & switch"  
[X Link](https://x.com/NorthLedger/status/2022053808344641965)  2026-02-12T21:02Z [--] followers, [--] engagements


"The timing is TOO perfect: Jan 29: WSJ reports OpenAI Q4 IPO Jan 30-Feb 4: $300B SaaS wipeout Feb 12: Anthropic closes $30B round Short sellers made $20B on SaaS. Who gave them the signal $SAP $ADBE $WDAY"  
[X Link](https://x.com/NorthLedger/status/2022053810215203043)  2026-02-12T21:02Z [--] followers, [---] engagements


"Why aren't TECH CEOs pushing back They're ALL investors: $MSFT: $13B in OpenAI $AMZN: $8B in Anthropic $GOOGL: $2B+ in Anthropic $CRM Ventures: Anthropic investor They NEED you to buy the AI IPO"  
[X Link](https://x.com/NorthLedger/status/2022053812023046599)  2026-02-12T21:02Z [--] followers, [--] engagements


"The fundamentals don't support "software is dead": $CRM: +11% revenue YoY $NOW: +23% revenue YoY $SNOW: Double-digit growth Yet valuations collapsed 20-30% in DAYS. This isn't fundamentals. It's narrative control"  
[X Link](https://x.com/NorthLedger/status/2022053813902094483)  2026-02-12T21:02Z [--] followers, [---] engagements


"The greatest trick Making you think $CRM $NOW $SNOW are obsolete. .while they're building AI INTO those platforms. AI doesn't kill SaaS. AI gets SOLD as SaaS. But they need you scared to complete the transfer"  
[X Link](https://x.com/NorthLedger/status/2022053815860777412)  2026-02-12T21:02Z [--] followers, [---] engagements


"Watch for: Insider selling when OpenAI/Anthropic go public Who's on CNBC pumping "generational opportunity" Retail piling in at $500B valuations Same institutions who dumped $SAP $ADBE $WDAY shorting the AI bubble"  
[X Link](https://x.com/NorthLedger/status/2022053817660121092)  2026-02-12T21:02Z [--] followers, [---] engagements


"@Ashton_1nvests After today $SNAP"  
[X Link](https://x.com/NorthLedger/status/2022122754502451405)  2026-02-13T01:36Z [--] followers, [---] engagements


"@WaltLightShed That's expected when there is new competition but the question is who is going to bear the capex to bring millions of AVsonly Uber and Lyft"  
[X Link](https://x.com/NorthLedger/status/2022455415993430192)  2026-02-13T23:38Z [--] followers, [--] engagements

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