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# ![@RInvestors67111 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1749865427055017984.png) @RInvestors67111 The Richie Street Investor

The Richie Street Investor posts on X about $kd, kyndryl, kd, $infy the most. They currently have XXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.

### Engagements: XXX [#](/creator/twitter::1749865427055017984/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1749865427055017984/c:line/m:interactions.svg)

- X Week XXXXX -XX%
- X Month XXXXXX -XX%
- X Months XXXXXX +61%
- X Year XXXXXXX +129%

### Mentions: XX [#](/creator/twitter::1749865427055017984/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1749865427055017984/c:line/m:posts_active.svg)

- X Week XX +5.60%
- X Month XXX +136%
- X Months XXX -XX%
- X Year XXX +97%

### Followers: XXX [#](/creator/twitter::1749865427055017984/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1749865427055017984/c:line/m:followers.svg)

- X Week XXX +2.20%
- X Month XXX +31%
- X Months XXX +72%
- X Year XXX +364%

### CreatorRank: XXXXXXXXX [#](/creator/twitter::1749865427055017984/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1749865427055017984/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1749865427055017984/influence)
---

**Social category influence**
[finance](/list/finance)  XXXX% [technology brands](/list/technology-brands)  XXXXX% [stocks](/list/stocks)  XXXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX% [agencies](/list/agencies)  XXXX% [countries](/list/countries)  XXXX% [currencies](/list/currencies)  XXXX%

**Social topic influence**
[$kd](/topic/$kd) #1, [kyndryl](/topic/kyndryl) #2, [kd](/topic/kd) 7.04%, [$infy](/topic/$infy) #211, [debt](/topic/debt) 5.63%, [$kkr](/topic/$kkr) 4.23%, [$apo](/topic/$apo) 4.23%, [$wit](/topic/$wit) 2.82%, [$dxc](/topic/$dxc) 2.82%, [$ctsh](/topic/$ctsh) XXXX%

**Top accounts mentioned or mentioned by**
[@martinschroeter](/creator/undefined) [@kyndryl](/creator/undefined) [@cvpayne](/creator/undefined) [@lotoney](/creator/undefined) [@hpe](/creator/undefined) [@nvidia](/creator/undefined) [@realdonaldtrump](/creator/undefined) [@kyndrylindia](/creator/undefined) [@piyushgoyal](/creator/undefined) [@downtown](/creator/undefined) [@jimcramer](/creator/undefined) [@hpealliances](/creator/undefined) [@davidein](/creator/undefined) [@ayeshatariq](/creator/undefined) [@g00g00ly](/creator/undefined) [@saraeisen](/creator/undefined) [@pulte](/creator/undefined) [@secscottbessent](/creator/undefined) [@secretaryturner](/creator/undefined) [@spencerhakimian](/creator/undefined)

**Top assets mentioned**
[Kyndryl Holdings, Inc. (KD)](/topic/$kd) [Infosys Limited (INFY)](/topic/$infy) [KKR & Co, Inc. (KKR)](/topic/$kkr) [Apollo Global Management, Inc. (APO)](/topic/$apo) [Witnet (WIT)](/topic/$wit) [DXC Technology Co (DXC)](/topic/$dxc) [Cognizant Technology Solutions Corp (CTSH)](/topic/$ctsh) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [IBM (IBM)](/topic/ibm) [Transocean LTD. (RIG)](/topic/$rig) [Accenture (ACN)](/topic/$acn) [Blackstone, Inc. (BX)](/topic/$bx) [Datadog Inc (DDOG)](/topic/$ddog) [AFLAC Incorporated (AFL)](/topic/$afl) [Cleveland-Cliffs, Inc. (CLF)](/topic/$clf) [Coca-Cola Co (KO)](/topic/$ko) [Cloudflare, Inc. (NET)](/topic/cloudflare) [NVIDIA Corp. (NVDA)](/topic/$nvda) [EPAM Systems, Inc. (EPAM)](/topic/$epam)
### Top Social Posts [#](/creator/twitter::1749865427055017984/posts)
---
Top posts by engagements in the last XX hours

"@lo_toney I think the first tell of AI being adopted and implemented by the enterprise will be IT service firms. The enterprise will lean on their service providers to get the data systems and security in place for mass adoption. $KD $ACN $DXC $INFY $WIT $CTSH"  
[X Link](https://x.com/RInvestors67111/status/1975250929546113502) [@RInvestors67111](/creator/x/RInvestors67111) 2025-10-06T17:24Z XXX followers, XXX engagements


"#Infosys could easily and should acquire #Kyndryl. $INFY has $5B of cash no debt and generates over $4B in FCF per year. INFY has strong margins and grows revenue every year. Something that @MartinSchroeter has not delivered over the last X years. With Kyndryl trading at only a $6.4B market cap the deal could be done with limited debt. Infosys could apply their revenue growth and margin discipline to the Kyndryl operation. $INFY would gain market access to the Japanese market expand their EU operations gain access to $KD's US employment base to avoid visa costs. Given the current regulatory"  
[X Link](https://x.com/RInvestors67111/status/1978847596493131995) [@RInvestors67111](/creator/x/RInvestors67111) 2025-10-16T15:36Z XXX followers, XXX engagements


"FPT partners with Kyndryl to offer AI enterprise transformation solutions - TNGlobal"  
[X Link](https://x.com/RInvestors67111/status/1969951309651669319) [@RInvestors67111](/creator/x/RInvestors67111) 2025-09-22T02:26Z XXX followers, XXX engagements


"This is the letter I sent to #Kyndryl and @MartinSchroeter. I believe shareholders need to start expressing their frustration with the share price performance. I hope $KD investors like #GreenlightCapital engage with management or the low valuation attracts firms like #ElliotManagement or buyout firms like #Apollo engage in a buyout"  
[X Link](https://x.com/RInvestors67111/status/1971270951380906458) [@RInvestors67111](/creator/x/RInvestors67111) 2025-09-25T17:49Z XXX followers, XXX engagements


"#Kyndryl has a sizable business in Japan of $XXX billion. $KD has returned to constant currency revenue and EBITDA growth in Japan in FY 2025. The business should accelerate as stimulus takes hold in 2026"  
[X Link](https://x.com/RInvestors67111/status/1975266999023640786) [@RInvestors67111](/creator/x/RInvestors67111) 2025-10-06T18:28Z XXX followers, XXX engagements


"$KD is creating real AI agents for their customers with $GOOG Cloud"  
[X Link](https://x.com/RInvestors67111/status/1975932895698264261) [@RInvestors67111](/creator/x/RInvestors67111) 2025-10-08T14:34Z XXX followers, XXX engagements


"Based on #Kyndryls current shareholder performance should $KD"  
[X Link](https://x.com/RInvestors67111/status/1976055716684366297) [@RInvestors67111](/creator/x/RInvestors67111) 2025-10-08T22:42Z XXX followers, XXX engagements


"Kyndryl and Auj announce strategic collaboration to drive digital innovation in Saudi Arabias aviation industry. $KD"  
[X Link](https://x.com/RInvestors67111/status/1976289585350185175) [@RInvestors67111](/creator/x/RInvestors67111) 2025-10-09T14:12Z XXX followers, XXX engagements


"@MartinSchroeter After X years #Kyndryl has proven to be poor public equity. It is time to seek strategic options. $KD is worth $XX. $KKR $APO FY25 adj EBITDA of $2.5B EV of $20B at 8X Less Net Debt-$1.4B Less Transaction costs-6% or $1.2B Equity Value-$15.4B or $75/Share"  
[X Link](https://x.com/RInvestors67111/status/1976689623310201262) [@RInvestors67111](/creator/x/RInvestors67111) 2025-10-10T16:41Z XXX followers, XXX engagements


"After X years #Kyndryl has proven to be poor public equity. It is time for the Board to seek strategic alternatives. I believe $KD is worth $75/share and that is why I will continue to hold my position. $KKR $APO FY25 adj EBITDA of $2.5B EV of $20B at 8X Less Net Debt-$1.4B Less Transaction costs-6% or $1.2B Equity Value-$15.4B or $75/Share"  
[X Link](https://x.com/RInvestors67111/status/1976701640104460308) [@RInvestors67111](/creator/x/RInvestors67111) 2025-10-10T17:29Z XXX followers, XXX engagements


"@MartinSchroeter Here is the valuation model for $KD @$50/ share buyout. XX% IRR and 2.O MOIC for P/E firm before synergies. $KKR $APO $BX Could be a great deal for $KKR $APO $BX"  
[X Link](https://x.com/RInvestors67111/status/1976718181457969383) [@RInvestors67111](/creator/x/RInvestors67111) 2025-10-10T18:35Z XXX followers, XX engagements


"In this article #Kyndryl outlines how they recently helped #AFLAC with a series of meaningful IT operational improvements using #Datadog and #Redhat. So many good things by $KD but they cant convince investors. $DDOG $IBM Great quote from AFLAC exec"  
[X Link](https://x.com/RInvestors67111/status/1977018854128992628) [@RInvestors67111](/creator/x/RInvestors67111) 2025-10-11T14:30Z XXX followers, XXX engagements


"@MartinSchroeter Why is every major competitor of $KD a sponsor of Oracle AI World #Kyndryl is not listed"  
[X Link](https://x.com/RInvestors67111/status/1977753886199792113) [@RInvestors67111](/creator/x/RInvestors67111) 2025-10-13T15:10Z XXX followers, XXX engagements


"Customer award for #Kyndryl from a large customer - #Sysco"  
[X Link](https://x.com/RInvestors67111/status/1978087109995950216) [@RInvestors67111](/creator/x/RInvestors67111) 2025-10-14T13:14Z XXX followers, XXX engagements


"#RobertSmith outlines the future for agentic AI and what is needed for the enterprise to adopt and leverage AI. #Kyndryl is at the center of the enterprise and service the majority of the S&P XXX. @MartinSchroeter communicate. $KD"  
[X Link](https://x.com/RInvestors67111/status/1978186309505048648) [@RInvestors67111](/creator/x/RInvestors67111) 2025-10-14T19:49Z XXX followers, XXX engagements


"@Sen_Alsobrooks Gas prices are way down. 401k balance are way up. Reverse discrimination is way down. Budget deficit is trending lower"  
[X Link](https://x.com/RInvestors67111/status/1980086107326062998) [@RInvestors67111](/creator/x/RInvestors67111) 2025-10-20T01:38Z XXX followers, XX engagements


"Hopefully $RIG mentions and updates their progress on their offshore mining rare earth partnership. $CLF comments today put a squeeze on. Given the short interest in #transcocean shares could spike"  
[X Link](https://x.com/RInvestors67111/status/1980290643462353006) [@RInvestors67111](/creator/x/RInvestors67111) 2025-10-20T15:10Z XXX followers, XXX engagements


"Interesting partnership with $KD and $WPP VML unit. WPP has an impressive list of brands like $KO which #Kyndryl will provide Consult and Vital services to help brands transform customer engagement"  
[X Link](https://x.com/RInvestors67111/status/1966525486449783109) [@RInvestors67111](/creator/x/RInvestors67111) 2025-09-12T15:33Z XXX followers, XXX engagements


"#Kyndryl deal momentum is real. $KD shareholders will hopefully be rewarded shortly. I encourage you to read all the deals announced on their website this quarter"  
[X Link](https://x.com/RInvestors67111/status/1967943115085672455) [@RInvestors67111](/creator/x/RInvestors67111) 2025-09-16T13:26Z XXX followers, XXX engagements


"@cvpayne @lo_toney I believe IT service providers will be the gateway for mass adoption of AI in the Enterprise. Watch $KD $INFY $WIT $CTSH $DXC They are all undervalued. Below is an example of what $KD is doing which I am long. What enterprise (banks) will let agents run wild in their systems without sound infrastructure and security"  
[X Link](https://x.com/RInvestors67111/status/1975262058057977996) [@RInvestors67111](/creator/x/RInvestors67111) 2025-10-06T18:09Z XXX followers, XXX engagements


"$KD offering agentic AI solutions for Airlines on $GOOG Cloud for customer service and operational improvement. Mobile World Live: Kyndryl pushes airlines through agentic AI cloud"  
[X Link](https://x.com/RInvestors67111/status/1975638092116861134) [@RInvestors67111](/creator/x/RInvestors67111) 2025-10-07T19:03Z XXX followers, XXX engagements


"$RIG could be a player in rare earth mining at sea. @realDonaldTrump needs to reduce regulation and accelerate domestic production"  
[X Link](https://x.com/RInvestors67111/status/1976711594551001425) [@RInvestors67111](/creator/x/RInvestors67111) 2025-10-10T18:09Z XXX followers, 1177 engagements


"CNBC interview with #Kyndryl s @MartinSchroeter last month. When confronted with the soft Q1 he maintained his growth outlook. Interview was in the third month of the quarter. I cant believe he would guide this way if $KD was going to miss again"  
[X Link](https://x.com/RInvestors67111/status/1977033787130491155) [@RInvestors67111](/creator/x/RInvestors67111) 2025-10-11T15:29Z XXX followers, XXX engagements


"$KD recognized by $NET (#cloudflare) in a press release today. Yet another sign of life for #Kyndryl but nothing from management or investor relations"  
[X Link](https://x.com/RInvestors67111/status/1977795552407593204) [@RInvestors67111](/creator/x/RInvestors67111) 2025-10-13T17:56Z XXX followers, XXX engagements


"$KD share performance is depressing while the opportunity for #Kyndryl appears promising"  
[X Link](https://x.com/RInvestors67111/status/1978553593633325254) [@RInvestors67111](/creator/x/RInvestors67111) 2025-10-15T20:08Z XXX followers, XXX engagements


"Maybe #Kyndryl can provide an update on their alliance with #Nvidia at the next earnings call. Enterprise adoption is critical for $nvda to leverage the purchase of more chips. $KD can provide wide scale adoption to their large customer base"  
[X Link](https://x.com/RInvestors67111/status/1979216973885309088) [@RInvestors67111](/creator/x/RInvestors67111) 2025-10-17T16:04Z XXX followers, XXX engagements


"The $IBM Board selected @ArvindKrishna over @MartinSchroeter to be CEO of $IBM because he was technically grounded versus financially grounded. They convinced Martin to come out of retirement to run #Kyndryl. Clearly $KD got the wrong leader"  
[X Link](https://x.com/RInvestors67111/status/1979276133985407449) [@RInvestors67111](/creator/x/RInvestors67111) 2025-10-17T19:59Z XXX followers, XXX engagements


"Pretty good description of how #Kyndryl can drive solutions for customers merging older and new technology systems. $KD has tremendous upside but leadership can convert into shareholder value. Worth a read"  
[X Link](https://x.com/RInvestors67111/status/1979936220852400232) [@RInvestors67111](/creator/x/RInvestors67111) 2025-10-19T15:42Z XXX followers, XXX engagements


"#Kyndryl recognized by #Rubrik in their annual Partner Recognition Awards. $KD"  
[X Link](https://x.com/RInvestors67111/status/1979936997189021976) [@RInvestors67111](/creator/x/RInvestors67111) 2025-10-19T15:45Z XXX followers, XXX engagements


"@Matt_Pinner Scrub Daddy"  
[X Link](https://x.com/RInvestors67111/status/1980096969084424482) [@RInvestors67111](/creator/x/RInvestors67111) 2025-10-20T02:21Z XXX followers, XX engagements


"Worth a read. I too believe #Kyndryl is trading significantly below intrinsic value similar to this analysis. My valuation comes up with similar values. However I am equally convinced @MartinSchroeter wont realize this value for the $KD shareholders"  
[X Link](https://x.com/RInvestors67111/status/1980131957863555085) [@RInvestors67111](/creator/x/RInvestors67111) 2025-10-20T04:40Z XXX followers, XXX engagements


"From GM thru FCF #Infosys operates at far superior margins. Trailing valuations are similar so a deal should be accretive. I do understand that $KD has been restructuring margins but after X years margins are still materially lagging. Time for a deal #Kyndryl with $INFY"  
[X Link](https://x.com/RInvestors67111/status/1978861060565115361) [@RInvestors67111](/creator/x/RInvestors67111) 2025-10-16T16:30Z XXX followers, XXX engagements


"Second readiness report issued by #Kyndyl. Does nothing to advance the investment interest in $KD. Wish @MartinSchroeter would get a readiness report from IR"  
[X Link](https://x.com/RInvestors67111/status/1980356290024206514) [@RInvestors67111](/creator/x/RInvestors67111) 2025-10-20T19:31Z XXX followers, XXX engagements


"Nothing new versus #Kyndryl Investor Day in the Fitch report as they reiterate managements plan and improved FY 2025 results. $KD debt reaffirmed by Fitch"  
[X Link](https://x.com/RInvestors67111/status/1980515242070409377) [@RInvestors67111](/creator/x/RInvestors67111) 2025-10-21T06:03Z XXX followers, XXX engagements


"Pretty good customer testimonial for #Kyndryl showing speed to develop solutions and solve problems. $KD needs to publicly share more of these stories. Commercials on @CNBC @FoxBusiness and @technology @business could broaden company exposure"  
[X Link](https://x.com/RInvestors67111/status/1980657846305059246) [@RInvestors67111](/creator/x/RInvestors67111) 2025-10-21T15:30Z XXX followers, XX engagements


".@MartinSchroeter please look at $EPAM s new stock repurchase plan. FCF over the next XX months is $1B and they plan to use it for buybacks. Why $KD doesnt increase the buyback is insane at these low prices for #Kyndryl. Highest and best use"  
[X Link](https://x.com/RInvestors67111/status/1980668025193033854) [@RInvestors67111](/creator/x/RInvestors67111) 2025-10-21T16:10Z XXX followers, XXX engagements