#  @Tintincapital Tintin Capital
Tintin Capital posts on X about $se, $nesnsw, $teppa, company the most. They currently have [-----] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.
### Engagements: [------] [#](/creator/twitter::1724154870788157440/interactions)

- [--] Week [-------] +313%
- [--] Month [---------] +380%
- [--] Months [---------] +72%
- [--] Year [---------] +48%
### Mentions: [--] [#](/creator/twitter::1724154870788157440/posts_active)

- [--] Week [--] -16%
- [--] Month [---] -80%
- [--] Months [---] +126%
- [--] Year [-----] +77%
### Followers: [-----] [#](/creator/twitter::1724154870788157440/followers)

- [--] Week [-----] +0.89%
- [--] Month [-----] +4.40%
- [--] Months [-----] +26%
- [--] Year [-----] +100%
### CreatorRank: [-------] [#](/creator/twitter::1724154870788157440/influencer_rank)

### Social Influence
**Social category influence**
[stocks](/list/stocks) 40.18% [finance](/list/finance) 25.89% [technology brands](/list/technology-brands) 11.61% [cryptocurrencies](/list/cryptocurrencies) 6.25% [countries](/list/countries) 6.25% [fashion brands](/list/fashion-brands) 2.68% [travel destinations](/list/travel-destinations) 2.68% [luxury brands](/list/luxury-brands) 2.68% [automotive brands](/list/automotive-brands) 2.68% [social networks](/list/social-networks) 2.68%
**Social topic influence**
[$se](/topic/$se) 5.36%, [$nesnsw](/topic/$nesnsw) 5.36%, [$teppa](/topic/$teppa) 5.36%, [company](/topic/company) 4.46%, [ai](/topic/ai) 4.46%, [$krt](/topic/$krt) 4.46%, [exchanges](/topic/exchanges) 3.57%, [$sofwta](/topic/$sofwta) 3.57%, [$lacomermx](/topic/$lacomermx) 3.57%, [market](/topic/market) 3.57%
**Top accounts mentioned or mentioned by**
[@bondkingjanush1](/creator/undefined) [@secrets4stocks](/creator/undefined) [@davidkatunaric](/creator/undefined) [@finphysnerd](/creator/undefined) [@david_katunaric](/creator/undefined) [@orrdavid](/creator/undefined) [@pantexcap](/creator/undefined) [@k3ithmccullough](/creator/undefined) [@mikefritzell](/creator/undefined) [@adamb1438](/creator/undefined) [@abdrazakalmas](/creator/undefined) [@jarad1821](/creator/undefined) [@johndoeknowsguy](/creator/undefined) [@starlink](/creator/undefined) [@cervezagallo](/creator/undefined) [@e_commerce_king](/creator/undefined) [@frayre_linda](/creator/undefined) [@harvard_homeboy](/creator/undefined) [@grok](/creator/undefined) [@option3030andy](/creator/undefined)
**Top assets mentioned**
[Sea Limited (SE)](/topic/$se) [Karat Packaging Inc. (KRT)](/topic/$krt) [Coupang, Inc. (CPNG)](/topic/$cpng) [Paycom Software Inc (PAYC)](/topic/$payc) [NuCypher (NU)](/topic/$nu) [American Express Company (AXP)](/topic/$axp) [DLocal Limited (DLO)](/topic/$dlo) [Grab Holdings Limited Class A Ordinary Shares (GRAB)](/topic/$grab) [InMode Ltd. Ordinary Shares (INMD)](/topic/$inmd) [TDCX Inc. (TDCX)](/topic/$tdcx) [Transocean LTD. (RIG)](/topic/$rig) [Oscar Health, Inc. (OSCR)](/topic/$oscr) [Lululemon Athletica Inc (LULU)](/topic/$lulu) [Diageo plc (DEO)](/topic/$deo) [Centene Corp (CNC)](/topic/$cnc) [Elevance Health Inc (ELV)](/topic/$elv) [Portillo’s Inc. (PTLO)](/topic/$ptlo) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Apple, Inc. (AAPL)](/topic/$aapl) [ELYSIA (EL)](/topic/$el) [Nasdaq Inc (NDAQ)](/topic/$ndaq) [Pricesmart Inc (PSMT)](/topic/$psmt) [Bel Fuse Inc (BELFB)](/topic/$belfb) [4 (FOUR)](/topic/$four) [Moody's Corporation (MCO)](/topic/$mco) [Fair Isaac, Corp. (FICO)](/topic/$fico) [Adappter Token (ADP)](/topic/$adp) [Canadian Pacific Railway (CP)](/topic/$cp) [Metadium (META)](/topic/$meta)
### Top Social Posts
Top posts by engagements in the last [--] hours
"Busy with work today. Missing out on all the fun. $cpng limit order filled. And I snuck in $payc just before the close while using the bathroom. Not married to either if things get ugly"
[X Link](https://x.com/Tintincapital/status/2019524816018239938) 2026-02-05T21:33Z [----] followers, [----] engagements
"$rig up 80%+ since this. How $rig investors are born. https://t.co/5JmOc3Bp7S How $rig investors are born. https://t.co/5JmOc3Bp7S"
[X Link](https://x.com/Tintincapital/status/2020936872743301378) 2026-02-09T19:04Z [----] followers, [----] engagements
"Record tax refund checks World Cup Giga-capex-stimulus Tax cuts Falling rates Deregulation Fed+Trump Put Yet this market feels like it's about to totally lose its shit any second now"
[X Link](https://x.com/Tintincapital/status/2021226553040842867) 2026-02-10T14:15Z [----] followers, [----] engagements
"Busted out of $oscr and $payc for slight gain and loss respectively"
[X Link](https://x.com/Tintincapital/status/2021236846064181317) 2026-02-10T14:56Z [----] followers, [----] engagements
"Recordati $rec.mi Smaller Italian Pharma Company. They dominate small niche markets that the bigger players refuse to enter. 75% of biz within Europe. Super high margins and excellent capital allocation. Unlike other small pharma companies- Recordati is remarkably diversified. Stock price follows NI margins which generally depend upon how much they've tapped their revolver at any given time (usually for M&A). I assume 24% NI Margins long term with high single digit growth (from M&A inflation and R&D). My entry price is [--] Euros/share. However a Private Equity Firm took a majority stake in"
[X Link](https://x.com/Tintincapital/status/1912530246672228373) 2025-04-16T15:35Z [----] followers, [----] engagements
"Okay now by EBITDA margins. $GPW $JSE $LSEG $OTCM $NDAQ and $EXAE all below 40%. Perhaps its just accounting/data discrepancies. Or perhaps these companies can charge more/add new verticals🧐 Publicly traded global exchanges. What am I missing (Ideally tradeable on IBKR) https://t.co/Vk8Hr6Nw81 Publicly traded global exchanges. What am I missing (Ideally tradeable on IBKR) https://t.co/Vk8Hr6Nw81"
[X Link](https://x.com/Tintincapital/status/1931349556265947549) 2025-06-07T13:56Z [----] followers, [----] engagements
"YTD/Q2: +40% Long: $lulu $se $4527.T $nu $adyey $wmmvy $dlo $sofw.ta $axp $6622.T $lacomer.mx $grab $nsrgy $sugr.v $wat.ax Cash: -8% No Hedges YTD/ Q1: +10.75% Long: $se $adyey $nu $wmmvy $lkncy $axp $deo $nsrgy $lnd $grab $lacome r $sur.v $wat.ax Cash: 8% Hedges: $qqq (puts) $axp (puts) https://t.co/7jsUo0GgCz YTD/ Q1: +10.75% Long: $se $adyey $nu $wmmvy $lkncy $axp $deo $nsrgy $lnd $grab $lacome r $sur.v $wat.ax Cash: 8% Hedges: $qqq (puts) $axp (puts) https://t.co/7jsUo0GgCz"
[X Link](https://x.com/Tintincapital/status/1939781594383778193) 2025-06-30T20:22Z [----] followers, 57.3K engagements
"@ReturnsJourney Pricemart $psmt Pluxee Belfuse $belfb Unicharm $8113.T Obayashi $1802.T I think I could come up with a lot of these after some though. http://plx.pa http://plx.pa"
[X Link](https://x.com/Tintincapital/status/1960767955454566867) 2025-08-27T18:14Z [----] followers, [----] engagements
"YTD/Q3: +42.73% Long: $se $cnc + calls $4527.T $nu $dlo $nesn.sw $sofw.ta $adyey $6622.T $wmmvy $axp $elv $glasf $grab $lacomer.mx $alhgr.pa $sugr.v $wat.ax $ptlo (leaps) Cash: -16% No Hedges YTD/Q2: +40% Long: $lulu $se $4527.T $nu $adyey $wmmvy $dlo $sofw.ta $axp $6622.T $lacomer.mx $grab $nsrgy $sugr.v $wat.ax Cash: -8% No Hedges https://t.co/TW4g9qHFog YTD/Q2: +40% Long: $lulu $se $4527.T $nu $adyey $wmmvy $dlo $sofw.ta $axp $6622.T $lacomer.mx $grab $nsrgy $sugr.v $wat.ax Cash: -8% No Hedges https://t.co/TW4g9qHFog"
[X Link](https://x.com/Tintincapital/status/1973117140401266857) 2025-09-30T20:05Z [----] followers, 42.9K engagements
"$adyen popping this morning on seemingly no news. Perhaps the payments industry is finally ready to end it's arbitrary slump. (Don't @ me about stablecoins.) The most levered precarious companies usually lead the way out. (Hello $wln.pa) Might see $four up bigly today. I have a position though I'm still researching. Ultimately $four wasn't being uniquely punished. The entire industry was. https://twitter.com/i/web/status/1973736625235493269 https://twitter.com/i/web/status/1973736625235493269"
[X Link](https://x.com/Tintincapital/status/1973736625235493269) 2025-10-02T13:07Z [----] followers, [----] engagements
"Anyone hold Israeli securities in their @IBKR account My $sofw position often shows wildly inaccurate figures distorting net liq value and PnL. Sometimes the entire gain is missing. Today I'm showing a large unrealized gain but a huge realized loss. (I've never sold shares) WTF https://twitter.com/i/web/status/2003502541766836506 https://twitter.com/i/web/status/2003502541766836506"
[X Link](https://x.com/Tintincapital/status/2003502541766836506) 2025-12-23T16:26Z [----] followers, [----] engagements
"Sir Chris Hohn claims he has a list of [---] investable companies that presumably meet his criteria of holding "irreplaceable assets". The intangible IP ones ( $mco $fico etc) are well known and well covered. I'm more interested in those with physical assets. Here are some *potentially * Irreplaceable globally traded Railroads Tourist Destinations Airports and Exchanges: Railroads $cni $cp $unp $csx $nsc $azj.ax $pkp.wa $bvzn.sw $jfn.sw $bts.set $rail3.b3 $601333.sz $66.hk $9009.t $9142.t $9023.t $9001.t $9020.t $9022.t $2633.tw Tourism: $dis $mtn $emaar.df $jfn.sw $sphr $4661.t $4.hk"
[X Link](https://x.com/Tintincapital/status/2005276188420235344) 2025-12-28T13:54Z [----] followers, 45.4K engagements
"2025 YTD/Q4: +42.5% Long: $se $4527.T $nu $meta $nesn.sw $dlo $sofw.ta $novo.co $6622.T $adyey $adp $cp $wmmvy $oscr $grab $lacomer.mx Cash: -1% No hedges YTD/Q3: +42.73% Long: $se $cnc + calls $4527.T $nu $dlo $nesn.sw $sofw.ta $adyey $6622.T $wmmvy $axp $elv $glasf $grab $lacomer.mx $alhgr.pa $sugr.v $wat.ax $ptlo (leaps) Cash: -16% No Hedges https://t.co/mL3cosOtxX YTD/Q3: +42.73% Long: $se $cnc + calls $4527.T $nu $dlo $nesn.sw $sofw.ta $adyey $6622.T $wmmvy $axp $elv $glasf $grab $lacomer.mx $alhgr.pa $sugr.v $wat.ax $ptlo (leaps) Cash: -16% No Hedges https://t.co/mL3cosOtxX"
[X Link](https://x.com/Tintincapital/status/2006472191056191629) 2025-12-31T21:07Z [----] followers, 23.1K engagements
"@Hanefelt Haven't looked at $ale in at least [--] months. Interesting one. $cpng seems fairly valued to me. $meli needs to be a little bit cheaper (based upon my conservative valuation) to clear my hurdle rate. I think $se is more attractive than all of them at the moment"
[X Link](https://x.com/Tintincapital/status/2006800539770831222) 2026-01-01T18:51Z [----] followers, [---] engagements
"I just can't buy a company in which SBC = 20% of revenue. Maybe I'm just a boomer. Or maybe I don't like covering a company's payroll while pretending I am an investor"
[X Link](https://x.com/Tintincapital/status/2009595959022669978) 2026-01-09T11:59Z [----] followers, 25.1K engagements
"Brutal couple of years for Danish stocks. Flipping rocks and finding some potential gems. And with them some blood stains. like this from $orsted.co Absolutely terrifying"
[X Link](https://x.com/Tintincapital/status/2010319628812337505) 2026-01-11T11:55Z [----] followers, [----] engagements
"Listed Global Exchanges. Net Income Margins. Any of them have room for margin expansion/compression"
[X Link](https://x.com/Tintincapital/status/2011045750185308196) 2026-01-13T12:00Z [----] followers, [----] engagements
"I like $mtn as well. On my watch list and still need to research it more. Like so many other companies they have a Conv note coming due this year. They have just enough cash on hand to cover it. But working capital is tricky with most of the cash rolling in during the winter. Anyway suspect they'll have $205mm in interest expense for [----] impacting margins some. EBIT/interest expense will be a little high for my taste. But then again they're kind of a utility. I Iive near a Vail resort and the main lift is in dire need of renovation. I wonder if they are spending enough on capex; would want"
[X Link](https://x.com/Tintincapital/status/2012148005416186071) 2026-01-16T13:00Z [----] followers, [---] engagements
"Even with the ongoing Saasacre I'm not finding anything I like"
[X Link](https://x.com/Tintincapital/status/2012149886087725225) 2026-01-16T13:08Z [----] followers, 10.7K engagements
"Tivoli Gardens $tiv.co (180 year old Theme Park) As I've shared before with $jfn.sw and $4661.T I love irreplaceable tourist assets. GLP1's are a tailwind and you can't vibe code them into existence. But these names are always expensive. [--] year Mean P/E is 51x for the three. It brings to light the debate about valuation. Do you take into account the risk free rate Denmark's [--] yr yield was less than 0% not long ago and remains below 3% today. And what about land/assets Jungfraujoch is a UNESCO World Heritage site within perhaps the most beautiful iconic place on earth. ChatGPT estimates that"
[X Link](https://x.com/Tintincapital/status/2013583655101239485) 2026-01-20T12:05Z [----] followers, [----] engagements
"Hear me out. $csu.to"
[X Link](https://x.com/Tintincapital/status/2013961316877152266) 2026-01-21T13:06Z [----] followers, [----] engagements
"Something like that. But I'd probably trust the creditworthiness of Afya over Brasil as they don't have a currency to defend. Then again if they fail to defend then I'm screwed anyway. They'll be buying back shares and have high margins as a cushion. Defensive names deserve high multiple than cyclical imo 16x probably still too high. 10-12x is probably about right. https://twitter.com/i/web/status/2015590081780740293 https://twitter.com/i/web/status/2015590081780740293"
[X Link](https://x.com/Tintincapital/status/2015590081780740293) 2026-01-26T00:58Z [----] followers, [---] engagements
"Emaar Properties $emaar.ae Dubai-based property developer including the Burj-Khalifa and the Dubai Mall (which they claim to be the most visited place on earth) 62% Free Cash Flow Margins What😂 Currently trading at 8x according to Koyfin"
[X Link](https://x.com/Tintincapital/status/2016115739325825525) 2026-01-27T11:47Z [----] followers, [----] engagements
"@david_katunaric I guess technically it is an industrial. So perhaps I need to re think the category entirely. Was thinking $race"
[X Link](https://x.com/Tintincapital/status/2016859575287230507) 2026-01-29T13:02Z [----] followers, [---] engagements
"I actually did it. I bought SAAS today. The experience was akin to a passage from the book Shantaram: "And think of every pain youve ever known. Then add them all up all those groin-squeezing stomach-tensing shrieks of pain and feel them all at once hour after hour." Almost bought a software company today. Felt more sick than buying tankers. What a world we live in. Almost bought a software company today. Felt more sick than buying tankers. What a world we live in"
[X Link](https://x.com/Tintincapital/status/2017054718350995591) 2026-01-30T01:58Z [----] followers, [----] engagements
"Tried valuing Zscaler $zs this morning. Thought my assumptions were pretty ambitious. Arrived at a -1% CAGR over [--] years at current valuation. There are corners of the market that I'll never understand"
[X Link](https://x.com/Tintincapital/status/2017197352960876614) 2026-01-30T11:25Z [----] followers, [----] engagements
"Since I started paying for ChatGPT: Other than searching for a specific web page I've barely used Google Search in [--] months. The web page that I'm looking for is almost always the "sponsored result". Total scam. Still love YouTube Cloud and Maps/travel. $goog"
[X Link](https://x.com/Tintincapital/status/2017607425847595439) 2026-01-31T14:34Z [----] followers, [----] engagements
"My rule of thumb for SaaS stocks rn: If you have to subtract SBC it's probably too expensive. If you have to reduce sharecount by SBC then it could be a good opportunity. Reasons: Mature vs Young biz/ Analyst generally ignore repurchased SBC but not dilution"
[X Link](https://x.com/Tintincapital/status/2017971435256402019) 2026-02-01T14:40Z [----] followers, [----] engagements
"@Speculator_io Snowflake still trading at 16x sales with SBC near 40% of revenue despite being nearly [--] years old. Incredible"
[X Link](https://x.com/Tintincapital/status/2017983815692571045) 2026-02-01T15:30Z [----] followers, [---] engagements
"Every corner of the US market is expensive right now. Surprisingly some Mag-7 names may offer the best value. But they're probably over-earning"
[X Link](https://x.com/Tintincapital/status/2018133202716463601) 2026-02-02T01:23Z [----] followers, [----] engagements
"@david_katunaric $27mm Are we fintwit-funding a takeover I'm in"
[X Link](https://x.com/Tintincapital/status/2018306810927530059) 2026-02-02T12:53Z [----] followers, [---] engagements
"@PantexCap What in the Hong Kong listed shitcos is this"
[X Link](https://x.com/Tintincapital/status/2018405912466059303) 2026-02-02T19:27Z [----] followers, [---] engagements
"Well this is awkward. Now below [--] banger on $se 🫠 5-Banger on $se https://t.co/V2MbZbYFzM 5-Banger on $se https://t.co/V2MbZbYFzM"
[X Link](https://x.com/Tintincapital/status/2018710494266245617) 2026-02-03T15:37Z [----] followers, [----] engagements
"Not just a Saasacre. Some wide-moat Financials and Global Exchanges are absolutely shitting the bed today. Good times"
[X Link](https://x.com/Tintincapital/status/2018722522498211958) 2026-02-03T16:25Z [----] followers, 20.5K engagements
"@BondKingJanusH1 Too illiquid. They should be cranking up the acquisition machine here"
[X Link](https://x.com/Tintincapital/status/2018815593710006523) 2026-02-03T22:35Z [----] followers, [---] engagements
"$tintin.br short interest now at record highs on news"
[X Link](https://x.com/Tintincapital/status/2018863027236524392) 2026-02-04T01:43Z [----] followers, [----] engagements
"Everybody wants a concentrated portfolio until their portfolio is cut in half while the market is near ATHs"
[X Link](https://x.com/Tintincapital/status/2018986900502057425) 2026-02-04T09:56Z [----] followers, 98.3K engagements
"Market attacking anything with a website that isn't AI. Meanwhile Ingles $imkta a US grocery store company was up 4.3%. Go check out their Investor Relations webpage. You'll see why they are up so much"
[X Link](https://x.com/Tintincapital/status/2019021961423196262) 2026-02-04T12:15Z [----] followers, [----] engagements
"@k3ithmccullough Nice I liked the Nepal one and the Eclipse one. The full episodes are all available on YouTube. I got my [--] year old niece into it. Timeless"
[X Link](https://x.com/Tintincapital/status/2019179181926670542) 2026-02-04T22:40Z [----] followers, [--] engagements
"@MikeFritzell Wow- thats a good one. Thank you Michael"
[X Link](https://x.com/Tintincapital/status/2019389921677742583) 2026-02-05T12:37Z [----] followers, [---] engagements
"@AdamB1438 Must be a major downturn to warrant speculating on an empty asset. A run of the mill dip isn't good enough imo. Recent major declineS were 80% and 77%. So below $30k currently. And I'd probably buy $crcl as a proxy instead"
[X Link](https://x.com/Tintincapital/status/2019720714107117996) 2026-02-06T10:31Z [----] followers, [---] engagements
"RT @breadcrumbsre: 2000: tech blowing up. best oppos in commodities and financials 2008: financials blowing up. best oppos in tech 2014: en"
[X Link](https://x.com/anyuser/status/2019391681251147778) 2026-02-05T12:44Z [----] followers, [--] engagements
"Coupang has to be a buy here. $cpng"
[X Link](https://x.com/Tintincapital/status/2019430246932795467) 2026-02-05T15:17Z [----] followers, [----] engagements
"@alc2022 21% VAT I'd feel entitled to suffrage or at least a small pension at such rates"
[X Link](https://x.com/Tintincapital/status/2021381634080080174) 2026-02-11T00:31Z [----] followers, [----] engagements
"Interesting news from Teleperformance $tep.pa Founder Chairman and CEO Daniel Julien will be [--] in [--] months and has laid out succession plans. They're bringing back Majorel CEO and new Chairman will be owner of Private Equity co Saham (already owns 4% of TEP via Majorel)"
[X Link](https://x.com/Tintincapital/status/1829086583359762704) 2024-08-29T09:19Z [----] followers, [----] engagements
"@Secrets4stocks As an elite I can only comment on $rco.pa"
[X Link](https://x.com/Tintincapital/status/1953204524853948910) 2025-08-06T21:20Z [----] followers, [---] engagements
"Drill Ship Building is not for the faint of heart. Brutal. $5E2.SI"
[X Link](https://x.com/Tintincapital/status/2008318419314045359) 2026-01-05T23:23Z [----] followers, [----] engagements
"@RahulSetty_ Haven't looked closely at them- always too expensive. But $adsk isnt getting disrupted any time soon. Massive network effect amongst architects and engineers etc"
[X Link](https://x.com/Tintincapital/status/2014815923555688761) 2026-01-23T21:42Z [----] followers, [----] engagements
"@Amstal2 At this point someone needs to take $eden.pa and $plx.pa out back and just shoot them. Put them out of their misery already"
[X Link](https://x.com/Tintincapital/status/2015755822681248247) 2026-01-26T11:56Z [----] followers, [----] engagements
"Hermes: moat confirmed One of just two retail names on my Irreplaceable Business list. My buy price for $rms.pa is [----]. Vietnamese property tycoon Truong My Lan pleaded with the court to let her keep two Hermes Birkin Himalaya handbags after she was convicted of embezzling more than $12 billion https://t.co/x8onxMqi35 Vietnamese property tycoon Truong My Lan pleaded with the court to let her keep two Hermes Birkin Himalaya handbags after she was convicted of embezzling more than $12 billion https://t.co/x8onxMqi35"
[X Link](https://x.com/Tintincapital/status/2016855114028400837) 2026-01-29T12:45Z [----] followers, 13.2K engagements
"Payments food products and SAAS are all hated. Some value showing up there. But broadly things are down and still wicked expensive. Even $wdfc is trading at 5x sales"
[X Link](https://x.com/Tintincapital/status/2018140372304527633) 2026-02-02T01:52Z [----] followers, [----] engagements
"@finphysnerd @AdamB1438 Haven't looked too closely . but seems like a pretty close proxy. But with a long shot call option that the circle Internet business actually becomes something on its own one day. I also don't think I can buy BTC in my IBKR account"
[X Link](https://x.com/Tintincapital/status/2019776789183082537) 2026-02-06T14:14Z [----] followers, [--] engagements
"@AbdrazakAlmas I think you may be right. Thesis is playing out. I might get back in. Just trying to slim down my high-beta stuff"
[X Link](https://x.com/Tintincapital/status/2021368931181846820) 2026-02-10T23:41Z [----] followers, [--] engagements
"Staples Campbell's $cpb General Mills $gis JB Sanfillipo $jbss Pepsi $pep Glasshouse $glasf All up 3% or more today"
[X Link](https://x.com/Tintincapital/status/2017340536391107056) 2026-01-30T20:53Z [----] followers, [----] engagements
"@marketplunger1 $goog [---] yr bonds kicking off a duration rally"
[X Link](https://x.com/Tintincapital/status/2021272739470868631) 2026-02-10T17:19Z [----] followers, [---] engagements
"Runs screener scrolls through descriptions. Trash Trash Trash Trash Stops. "Now that is the kind of company I want to own". Opens chart: (literally every time)"
[X Link](https://x.com/Tintincapital/status/2019007068221698183) 2026-02-04T11:16Z [----] followers, 12.3K engagements
"How $rig investors are born"
[X Link](https://x.com/anyuser/status/1971164891982725205) 2025-09-25T10:48Z [----] followers, 12.8K engagements
"*Potentially* Irreplaceable Tourist Assets. Added some new ones. Some illiquid names. Some have poor unit economics. Most are richly valued currently"
[X Link](https://x.com/anyuser/status/2019372933744033942) 2026-02-05T11:30Z [----] followers, 10.1K engagements
"Still need to get through them. Too much time with my day job and xitposting on xitter"
[X Link](https://x.com/Tintincapital/status/2019373588441403525) 2026-02-05T11:32Z [----] followers, [---] engagements
"Current Longs. Drawdowns from Peak. Still positive YTD thanks to some weakly correlated hedges. Really tough environment for my process"
[X Link](https://x.com/Tintincapital/status/2019377156451889198) 2026-02-05T11:46Z [----] followers, [----] engagements
"Lmao $AMZN - AMAZON FILES FOR MIXED SHELF; SIZE NOT DISCLOSED - SEC FILING $AMZN - AMAZON FILES FOR MIXED SHELF; SIZE NOT DISCLOSED - SEC FILING"
[X Link](https://x.com/Tintincapital/status/2019762919513243895) 2026-02-06T13:19Z [----] followers, [----] engagements
"RT @Tintincapital: Has there ever been an "arms race" of any sort that didn't lead to a surplus Perhaps one day soon we'll hail $aapl as"
[X Link](https://x.com/Tintincapital/status/2019763102598713563) 2026-02-06T13:20Z [----] followers, [--] engagements
"$nvda getting the Value Trap Treatment at GF lol. Analyst revenue estimates for [----] = $416B. C-GPT predicts $34T in Global Capex in [----]. This would require that 3% of global capex goes to AI and that 1/3 of that ultimately goes to Nvidia. Seems kind of realistic"
[X Link](https://x.com/Tintincapital/status/2020831594697924942) 2026-02-09T12:06Z [----] followers, [----] engagements
"I'm still not seeing that valuation though especially if I assume some margin normalization in a few years. There has to be some competition and saturation at some point right"
[X Link](https://x.com/Tintincapital/status/2020837975018393681) 2026-02-09T12:31Z [----] followers, [---] engagements
"RT @Alea_: 🛑 ALPHABET INC - FILES FOR SEVEN PART NOTES OFFERING; SIZE NOT DISCLOSED - SEC FILING"
[X Link](https://x.com/anyuser/status/2020847590997111281) 2026-02-09T13:09Z [----] followers, [--] engagements
"Double of Softwave. $sofw.ta Actually added on the way up. Thanks @david_katunaric Hate the space. Lost money in $inmd. ChatGPT suggest there are [-----] US Medspas offering face firming. If 10% used this product and spent $200 per treatment 3x daily [---] days a year then that is 150mm in revenue. Margins will be huge. They can give the machine away. Seems Hate the space. Lost money in $inmd. ChatGPT suggest there are [-----] US Medspas offering face firming. If 10% used this product and spent $200 per treatment 3x daily [---] days a year then that is 150mm in revenue. Margins will be huge. They can"
[X Link](https://x.com/Tintincapital/status/2021220058865750296) 2026-02-10T13:49Z [----] followers, [----] engagements
"@jarad1821 I tend toward pessimism but. frequent earnings blow ups suggest low appetite for risk. $tlt looks like it wants to break out $mags not moving despite killer earnings $qqq Monthly Macd & Rsi $qqq look tippy. I added some $tlt and reloaded some hedges"
[X Link](https://x.com/Tintincapital/status/2021272452605591998) 2026-02-10T17:18Z [----] followers, [----] engagements
"RT @deusexdividend: Losing half your portfolio in [--] months from SaaS re-rating from 12x sales down to 5x and you stumble on some old BRK le"
[X Link](https://x.com/Tintincapital/status/2021351126227091556) 2026-02-10T22:30Z [----] followers, [---] engagements
"We will never have a proper stock market bubble again. Far too many outlets now available to capture animal spirits. KALSHI CEO SAYS SUPER BOWL SUNDAY TRADING TOPPED $1B UP 2700% KALSHI CEO SAYS SUPER BOWL SUNDAY TRADING TOPPED $1B UP 2700%"
[X Link](https://x.com/Tintincapital/status/2021543605878604149) 2026-02-11T11:15Z [----] followers, [----] engagements
"RT @Tintincapital: @jarad1821 I tend toward pessimism but. frequent earnings blow ups suggest low appetite for risk. $tlt looks like it w"
[X Link](https://x.com/anyuser/status/2021544124239724932) 2026-02-11T11:17Z [----] followers, [--] engagements
"Stock split wouldn't change things. Only way to increase liquidity is through dilution. If it's too illiquid then it may scare away institutional managers-many of which won't touch it if spreads are .25% or higher. This is a golden time to invest the cash in M&A. I'd rather them do a dividend than repurchases and I hate dividends"
[X Link](https://x.com/Tintincapital/status/2021699628224086210) 2026-02-11T21:35Z [----] followers, [--] engagements
"$adyen "Blood in the streets even when it is your own blood" Good entry here imo"
[X Link](https://x.com/Tintincapital/status/2021875043093946735) 2026-02-12T09:12Z [----] followers, [----] engagements
"$lacomer.mx (Mid-Cap Grocer/ quasi-REIT) Stock has underperformed portfolio TTM but I'm not selling. They have a pristine balance sheet and I maintain that they can grow 10%-11% for the next decade. Margins are best in class. SSS down a lil but still $cost like. Long La Comer Fundamentals look good to me though upcoming earnings could disappoint (like Walmex). Still need to do more work. Here is where I am now: The Business: La Comer is a higher-end Grocery Store chain that caters to a more sophisticated clientele than $Walmex. https://t.co/FcmSVOi4tH Long La Comer Fundamentals look good to"
[X Link](https://x.com/Tintincapital/status/2014676758323134739) 2026-01-23T12:29Z [----] followers, [----] engagements
"Afya $afya Market Cap: $1.33B Brazilian Medical Schools. Far more demand than there are seats available each year. Defensive highly inelastic revenue base. Barriers to entry. New exam requirements may eliminate lesser competition. Repurchase plan in place. Also regulatory risks + elevated EBIT/Interest Expense (very high borrowing cost). VIE structure. Massive Private ownership share. I estimate that they can grow at a 7.5% CAGR over next [--] years (3.5% from seat increases and 4% from tuition cost inflation). $afya is currently trading at 10x FCF per share. Given the nature of the business I"
[X Link](https://x.com/Tintincapital/status/2015453674068136359) 2026-01-25T15:56Z [----] followers, [----] engagements
"@JohnDoeKnowsGuy My company uses both workday and Salesforce and I hope they both go to fucking zero. They are trash. Total trash. Yet we still use them. Moat confirmed"
[X Link](https://x.com/Tintincapital/status/2017976991148908822) 2026-02-01T15:03Z [----] followers, [---] engagements
"@SowingAlphaSeed @atlas_invst This is awesome Thanks for sharing"
[X Link](https://x.com/Tintincapital/status/2018863120840876257) 2026-02-04T01:44Z [----] followers, [--] engagements
"Looking at $pal. (Proficient Auto Transport). Interesting company facing what are likely temporary setbacks. Their Indeed reviews are 100% AI generated to hide the otherwise poor reviews. Sketchy AF. I'll pass"
[X Link](https://x.com/Tintincapital/status/1850851748191084793) 2024-10-28T10:46Z [----] followers, [----] engagements
"@value_invest12 I have a lot of holdings that have run up quite a bit. I don't expect much from them next year. Here are some random global companies that I think will do very well in 24': $Inmd (long) $Se (long) $Tep.pa $Hsy $Wac.f $Rprx $rock.b $trmb"
[X Link](https://x.com/Tintincapital/status/1738288114739622361) 2023-12-22T19:59Z [----] followers, [----] engagements
"Live from the villa in Guatemala. Putting the finishing touches on my $tdcx Deep Dive (version 3). Part I of Thesis attached. Quick shout-out to @Starlink and @Cerveza_Gallo for making this possible"
[X Link](https://x.com/Tintincapital/status/1740512117831463155) 2023-12-28T23:16Z [----] followers, [----] engagements
"Okay its done. stock is pretty illiquid so I want to be careful here. If you would like the link to the PDF then shoot me a DM and I'll send it to you. I'm long but happy to be talked out of it. Please share your thoughts if you read it. Live from the villa in Guatemala. Putting the finishing touches on my $tdcx Deep Dive (version 3). Part I of Thesis attached. Quick shout-out to @Starlink and @Cerveza_Gallo for making this possible. https://t.co/KMJkw3oJ72 Live from the villa in Guatemala. Putting the finishing touches on my $tdcx Deep Dive (version 3). Part I of Thesis attached. Quick"
[X Link](https://x.com/Tintincapital/status/1740894305336938496) 2023-12-30T00:35Z [----] followers, [----] engagements
"Teleperformance: My thesis is simple: 64% of revenue is from service calls. If a customer is upset you don't risk making things worse by referring them to a computer. Not Yet. Will go long $tep.pa via $tlpfy at the open. You are all invited to my funeral"
[X Link](https://x.com/Tintincapital/status/1767487462362710378) 2024-03-12T09:47Z [----] followers, [----] engagements
"Karat Packaging $krt Tough quarter but this is still a great little company. Recently a double for me. Increased position by 22%"
[X Link](https://x.com/Tintincapital/status/1768660823424065761) 2024-03-15T15:29Z [----] followers, [---] engagements
"@evfcfaddict Karat Packaging $krt 'Picks and shovels' play on food delivery. Almost no debt. Will grow low double digits in coming years as margins continue to improve. Track record of execution. Excellent capital allocation. I'm long"
[X Link](https://x.com/Tintincapital/status/1773051609632604465) 2024-03-27T18:17Z [----] followers, [----] engagements
"Developed Markets: My favorite Dev Market at the moment is Singapore. No tax on dividends the annual reports are in English and usually less than [---] pages. Oh and Singapore is left for dead. Check out 10yr Total Return for $EWS: 2/"
[X Link](https://x.com/Tintincapital/status/1775498541676310798) 2024-04-03T12:20Z [----] followers, [---] engagements
"Pluxee $plx.pa has great metrics. But their moat is their 'ecosystem/network'. Employers buy credits from Plx. Employees use credits at a network merchant. Plx reimburses the merchant. Why is a network needed Why can't $ma disrupt this overnight with a pre-paid meal card"
[X Link](https://x.com/Tintincapital/status/1811726897325244881) 2024-07-12T11:38Z [----] followers, [----] engagements
"Japanese companies are hilarious. Check out the description for Sojitz Corp $2768.T Yes this is all for one company 😂"
[X Link](https://x.com/Tintincapital/status/1820279142635463017) 2024-08-05T02:02Z [----] followers, [---] engagements
"Mazda $7261.T After falling nearly 17% last night the company is trading at a P/E of just 3x"
[X Link](https://x.com/Tintincapital/status/1820426812801138842) 2024-08-05T11:49Z [----] followers, [----] engagements
"Added Ambra $amb.wa Ambra is a Polish wine distributor facing temporary challenges. Generally very stable. High insider ownership. Most revenue is from Poland- one of the few European countries with increasing wine consumption. Markets in Czech Rep and Romania too"
[X Link](https://x.com/Tintincapital/status/1856661906188021956) 2024-11-13T11:34Z [----] followers, [----] engagements
"European/UK Consumer Staples like $deo $ri.pa and $nesn.sw are experiencing their worst drawdowns since [----]. I've outlined some reasons for this below. I'll leave it up to you to decide whether these obstacles are surmountable. [--]. Consumer is maxed out: These are low-growth companies who depend upon incremental price increases each year. After a sharp rise in prices since [----] the consumer simply cannot absorb any more price inflation. Sales may need to remain flat/discounted for several more quarters until the consumer can 'catch-up'. [--]. CAPEX and Buy-backs: Covid resulted in enormous"
[X Link](https://x.com/Tintincapital/status/1858839571967995973) 2024-11-19T11:47Z [----] followers, [----] engagements
"Revisiting $el numbers. Looking further ahead to a normalized pricing environment I think margins could improve to 11% and possibly as high as 12.5%. I've added $el to the portfolio. $el's gross margins have suffered. Price increases exceeded inflation➡sales declined➡inventory piled up➡cut prices. They're working on it with the "PRGP" but a weak China is preventing progress. If PRGP is successful GMs could improve to 76% w/ SG&A savings of 3%. 1/ https://t.co/1gCvyf9Pjo $el's gross margins have suffered. Price increases exceeded inflation➡sales declined➡inventory piled up➡cut prices. They're"
[X Link](https://x.com/Tintincapital/status/1859992500133564628) 2024-11-22T16:09Z [----] followers, [----] engagements
"Just added a wee bit more. [---] shares total. 10% of Portfolio is now cosmetics. Will hopefully be 12% if my limit order for $nesn.sw ever fires off"
[X Link](https://x.com/Tintincapital/status/1860004591850713329) 2024-11-22T16:57Z [----] followers, [---] engagements
"Might go long $rms.pa Herms CEO Patrick Thomas angrily responded to LVMH's takeover attempt in [----] saying: "If you want to seduce a beautiful woman you dont start by raping her from behind." Yes a public CEO really said this. Feel free to look it up😜 Herms CEO Patrick Thomas angrily responded to LVMH's takeover attempt in [----] saying: "If you want to seduce a beautiful woman you dont start by raping her from behind." Yes a public CEO really said this. Feel free to look it up😜"
[X Link](https://x.com/Tintincapital/status/1862538241942995330) 2024-11-29T16:44Z [----] followers, [----] engagements
"3 Banger on $hims (pre-market) Nice move in $adyen and $nesn.sw today too. [--] Bagger on $hims in [--] months 😏 (Would be a 4+ Bagger if Fintwit hadn't talked me out of my entry a year ago.) Anyway it's now a meme stock so it will almost surely 💩 the bed bigly by next week. https://t.co/yzn07M5gNT [--] Bagger on $hims in [--] months 😏 (Would be a 4+ Bagger if Fintwit hadn't talked me out of my entry a year ago.) Anyway it's now a meme stock so it will almost surely 💩 the bed bigly by next week. https://t.co/yzn07M5gNT"
[X Link](https://x.com/Tintincapital/status/1890024974481863024) 2025-02-13T13:07Z [----] followers, [----] engagements
"Rmy Cointreau and Este Lauder both appear to be bottoming when you zoom out. Both are highly dependent upon a recovery in China. $rco.pa $el"
[X Link](https://x.com/Tintincapital/status/1893962503576588472) 2025-02-24T09:53Z [----] followers, [----] engagements
"There are no winners in a trade war. Except for those that make coffee chocolate milk and pet food. $nesn.sw"
[X Link](https://x.com/Tintincapital/status/1906656584261902560) 2025-03-31T10:35Z [----] followers, [----] engagements
"I generally agree with this regarding $tep.pa and the threat of AI. I arrived at a similar conclusion when I researched and wrote about their competitor $tdcx: Some random thoughts on $TEP a co that's getting royally f'd by the "AI is automating agents" narrative. Warning. I'm shooting from the hip here. I've got no position (as of now). I looked at this a long time ago and just re-up'd for [--] minutes cause it's an interesting situ. Some random thoughts on $TEP a co that's getting royally f'd by the "AI is automating agents" narrative. Warning. I'm shooting from the hip here. I've got no"
[X Link](https://x.com/Tintincapital/status/1763181494476922944) 2024-02-29T12:36Z [----] followers, [----] engagements
"I'm sure Twitter is using AI to filter out 99% of this garbage. But will they ever filter out 100% of it The 'last mile' is always the most difficult. This is why I think CX companies like $tep.pa and others are still relevant. For a while longer. SOMEONE TELL ELON TO PLEASE FIX THIS https://t.co/wiXWw9WkR2 SOMEONE TELL ELON TO PLEASE FIX THIS https://t.co/wiXWw9WkR2"
[X Link](https://x.com/Tintincapital/status/1775858033408516336) 2024-04-04T12:08Z [----] followers, [----] engagements
"I arrived at the exact same conclusion regarding Klarna when I wrote about $tep.pa The media embarrassed themselves with this"
[X Link](https://x.com/Tintincapital/status/1777990811486925010) 2024-04-10T09:23Z [----] followers, [----] engagements
"Given the punishing nature of Mr Market in [----] we could see a sell-off tomorrow in Karat Packaging $krt. They fell short of their Revenue/EBITDA guide/estimates but met EPS est and once again increased dividend. May add if things get ugly"
[X Link](https://x.com/Tintincapital/status/1788708293185065262) 2024-05-09T23:11Z [----] followers, [---] engagements
"Karat Packaging $krt down 13% after earnings. I first went long on May 3rd last year at $14.60. I added earlier in Q1 this year at $26 and just added again at $24. Lots of operating leverage little debt and looking to start some M&A while growing organically mid/hi single dig"
[X Link](https://x.com/Tintincapital/status/1821906451100532987) 2024-08-09T13:48Z [----] followers, [---] engagements
"7 Interesting defensive names that are both down YTD and yet green today (a rare combo): ELF cosmetics: $elf Ingles Grocery/Land Trust: $imkta Alimentation Couche Tard: $atd.to Ulta cosmetics $ulta Kraft Heinz: $khc Karat Packaging $krt OTC Markets $otcm"
[X Link](https://x.com/Tintincapital/status/1914393030511247836) 2025-04-21T18:57Z [----] followers, [----] engagements
"This is the basis for my "Spirits have Bottomed" post. If non-whiskey/bourbon spirits recover here then $rco.pa should lead them out. Check out MACD on the 1M right now (see below). Also appears that $cpri is forming a base. It's the economy/supply glut. Not GLP1s. IMHO. Remy Cointreau $RCO.PA Nice base building https://t.co/11wgwNQfBZ Remy Cointreau $RCO.PA Nice base building https://t.co/11wgwNQfBZ"
[X Link](https://x.com/Tintincapital/status/1931048681182265787) 2025-06-06T18:00Z [----] followers, [----] engagements
"Having lost money all over the world here is what comes to mind for global exchanges based upon my own experience (for fun). Nasdaq: Expensive NYSE: Boomer stonks NYMEX: "cOMMoDITY SuPeRCYLcE" ATHEX: 🚀🚀🚀 HKEX: Probably a Scam Venture: Definitely a Scam Shenzhen: Hotel California Tokyo: [----] word Biz Descriptions Taipei: DaBao SGX: low ROIC ASX: too many damn shares LSE: Boomer stonks that dilute you AIM: You're diluted before order even fills Eurnonext: SELL AFTER EARNINGS Nasdaq Stockholm: P/E [--] Warsaw: P/E [--] SWX: "I can pick up 10% from CHF alone" Bursa Malaysia: Remarkably efficient"
[X Link](https://x.com/Tintincapital/status/1958696712370848037) 2025-08-22T01:04Z [----] followers, 22K engagements
"Added Diageo (again) this morning. Yes yes I know. People are drinking less. But they're also drinking better. This is what separates alcohol from cigarettes: Smokers rarely 'trade up' for more premium cigs. Cigarettes are a commodity like light beer. Diageo has [--] labels that earn $1 Billion per year. Few Spirits companies are better positioned for premiumization"
[X Link](https://x.com/Tintincapital/status/1970878052134539593) 2025-09-24T15:48Z [----] followers, [----] engagements
"@julius5207 Interesting. Have lulu in the port"
[X Link](https://x.com/Tintincapital/status/1948888883544076361) 2025-07-25T23:31Z [----] followers, [---] engagements
"@JohnDoeKnowsGuy I also like eye care and entrenched skin care. Hence my large position in Rohto. Speaking of skincare you get $or.pa with Nestle too"
[X Link](https://x.com/Tintincapital/status/2005999445696262635) 2025-12-30T13:48Z [----] followers, [---] engagements
"Hate the space. Lost money in $inmd. ChatGPT suggest there are [-----] US Medspas offering face firming. If 10% used this product and spent $200 per treatment 3x daily [---] days a year then that is 150mm in revenue. Margins will be huge. They can give the machine away. Seems cheap to me. Long. Great write up. Thank you David. Very excited to share a write-up on what I think is the best new idea Ive come across this year. At first glance it might look like just another unprofitable medtech shitco but dig deeper and theres a lot to like. This is a company that grew revenue from zero to $60M in"
[X Link](https://x.com/anyuser/status/1920088135238652003) 2025-05-07T12:07Z [----] followers, 10.2K engagements
"Has there ever been an "arms race" of any sort that didn't lead to a surplus Perhaps one day soon we'll hail $aapl as the lone voice of reason amongst the Mag-7. Much like Toyota amidst the EV race"
[X Link](https://x.com/anyuser/status/1983201701646741791) 2025-10-28T15:58Z [----] followers, [----] engagements
### Topic Creators
https://lunarcrush.com/api4/public/topic/:topic/creators/v1
Get the top creators for a social topic
input parameters:
+ **topic**: _Provide the topic to get details for. A topic must be all lower case and can only include letters, numbers, spaces, # and $._ **required**
Example request:
```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/topic/bitcoin/creators/v1
```
Example response:
```json
{
"data": [
{
"creator_id": "twitter::1605310254085980161",
"creator_name": "Bitcoin_Teddy",
"creator_avatar": "https://pbs.twimg.com/profile_images/1739753415134138368/FrWHMAnb_200x200.jpg",
"creator_followers": 74293,
"creator_rank": 1,
"interactions_24h": [-------]
}
]
}
```
Schema:
+ **creator_id**: The [network]::[unique_id] for the influencer
+ **creator_name**: The unique screen name for the influencer
+ **creator_avatar**: The URL to the avatar for the creator
+ **creator_followers**: number of followers the account has
+ **creator_rank**: ranking based on all posts in the last [--] hours that have interactions
+ **interactions_24h**: Number of interactions in the last [--] hours
---
### Creators List
https://lunarcrush.com/api4/public/creators/list/v1
Get a list of trending social creators over all of social based on interactions. To get lists of creators by category or topic see the topics and categories endpoints.
Example request:
```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creators/list/v1
```
Example response:
```json
{
"data": [
{
"creator_name": "elonmusk",
"creator_display_name": "Elon Musk",
"creator_id": "44196397",
"creator_network": "twitter",
"creator_avatar": "https://pbs.twimg.com/profile_images/2008546467615580160/57KcqsTA_200x200.jpg",
"creator_followers": 234295750,
"creator_posts": 3649,
"creator_rank": 1,
"interactions_24h": [---------]
}
]
}
```
Schema:
+ **creator_name**: The unique screen name for the influencer
+ **creator_display_name**: The chosen display name for the influencer if available
+ **creator_id**: The [network]::[unique_id] for the influencer
+ **creator_network**: The social network for the post or influencer. We still refer to x as twitter out of developer preference.
+ **creator_avatar**: The URL to the avatar for the creator
+ **creator_followers**: number of followers the account has
+ **creator_posts**: total number of posts with interactions in the last [--] hours
+ **creator_rank**: ranking based on all posts in the last [--] hours that have interactions
+ **interactions_24h**: Number of interactions in the last [--] hours
---
### Creator
https://lunarcrush.com/api4/public/creator/:network/:id/v1
Get detail information on a specific creator
input parameters:
+ **network**: _Provide the network for the creator. One of twitter, youtube, instagram, reddit, or tiktok_ **required**
+ **id**: _Provide the unique ID or screen name of the creator_ **required**
Example request:
```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creator/twitter/elonmusk/v1
```
Example response:
```json
{
"data": {
"creator_id": "twitter::44196397",
"creator_name": "elonmusk",
"creator_display_name": "Elon Musk",
"creator_avatar": "https://pbs.twimg.com/profile_images/2008546467615580160/57KcqsTA_200x200.jpg",
"creator_followers": 234296337,
"creator_rank": 2,
"interactions_24h": 318539577,
"topic_influence": [
{
"topic": "in the",
"count": 294,
"percent": 5.88,
"rank": [--]
}
],
"top_community": [
{
"creator_name": "grok",
"creator_display_name": "Grok",
"creator_avatar": "https://pbs.twimg.com/profile_images/1893219113717342208/Vgg2hEPa_200x200.jpg",
"count": [---]
}
]
}
}
```
Schema:
+ **creator_id**: The [network]::[unique_id] for the influencer
+ **creator_name**: The unique screen name for the influencer
+ **creator_display_name**: The chosen display name for the influencer if available
+ **creator_avatar**: The URL to the avatar for the creator
+ **creator_followers**: number of followers the account has
+ **creator_rank**: ranking based on all posts in the last [--] hours that have interactions
+ **interactions_24h**: Number of interactions in the last [--] hours
+ **topic_influence**: an array of social topics and the creators ranking on each topic
+ **topic**: LunarCrush social topic. Can only includes letters, numbers, spaces, #, and $
+ **top_community**: an array of the top accounts that have recently mentioned this creator or that this creator has mentioned
---
### Creator Time Series
https://lunarcrush.com/api4/public/creator/:network/:id/time-series/v1
Get time series data on a creator.
input parameters:
+ **network**: _Influencer social network_ **required**
+ **id**: _The unique id or screen name of the creator_ **required**
+ **bucket**: _bucket time series data into hours or days. default is hours._
+ **interval**: _Use interval to specify the start and end time automatically for convenience. If "start" or "end" parameters are provided this parameter is ignored._
+ **start**: _The start time (unix timestamp) to go back to._
+ **end**: _The end time (unix timestamp) to stop at._
Example request:
```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creator/twitter/lunarcrush/time-series/v1
```
Example response:
```json
{
"config": {
"network": "twitter",
"influencer_id": "twitter::988992203568562176",
"interval": "1w",
"start": 1769990400,
"end": 1770681600,
"bucket": "hour",
"name": "lunarcrush",
"remote_api": "danode1-13",
"generated": [----------]
},
"data": [
{
"time": 1769990400,
"followers": 305326,
"interactions": 717,
"posts_active": 14,
"creator_rank": [------]
}
]
}
```
Schema:
+ **config**: This includes the inputs for the request processed by the server and may include additional hints about the request and response information.
+ **network**: The social network for the post or influencer. We still refer to x as twitter out of developer preference.
+ **interval**: Typically used for specifying time intervals like 1w = [--] week, 1m = [--] month etc
+ **start**: Start/from unix timestamp (in seconds)
+ **end**: End/to unix timestamp (in seconds)
+ **bucket**: Data is generally bucketed into hours or days
+ **name**: The full name of the asset
+ **generated**: A unix timestamp (in seconds) when the data was generated to understand possibly stale data
+ **time**: A unix timestamp (in seconds)
+ **followers**: The number of publicly displayed followers the creator has
+ **interactions**: number of all publicly measurable interactions on a social post (views, likes, comments, thumbs up, upvote, share etc)
+ **posts_active**: number of unique social posts with interactions
+ **creator_rank**: ranking based on all posts in the last [--] hours that have interactions
---
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@Tintincapital Tintin CapitalTintin Capital posts on X about $se, $nesnsw, $teppa, company the most. They currently have [-----] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.
Social category influence stocks 40.18% finance 25.89% technology brands 11.61% cryptocurrencies 6.25% countries 6.25% fashion brands 2.68% travel destinations 2.68% luxury brands 2.68% automotive brands 2.68% social networks 2.68%
Social topic influence $se 5.36%, $nesnsw 5.36%, $teppa 5.36%, company 4.46%, ai 4.46%, $krt 4.46%, exchanges 3.57%, $sofwta 3.57%, $lacomermx 3.57%, market 3.57%
Top accounts mentioned or mentioned by @bondkingjanush1 @secrets4stocks @davidkatunaric @finphysnerd @david_katunaric @orrdavid @pantexcap @k3ithmccullough @mikefritzell @adamb1438 @abdrazakalmas @jarad1821 @johndoeknowsguy @starlink @cervezagallo @e_commerce_king @frayre_linda @harvard_homeboy @grok @option3030andy
Top assets mentioned Sea Limited (SE) Karat Packaging Inc. (KRT) Coupang, Inc. (CPNG) Paycom Software Inc (PAYC) NuCypher (NU) American Express Company (AXP) DLocal Limited (DLO) Grab Holdings Limited Class A Ordinary Shares (GRAB) InMode Ltd. Ordinary Shares (INMD) TDCX Inc. (TDCX) Transocean LTD. (RIG) Oscar Health, Inc. (OSCR) Lululemon Athletica Inc (LULU) Diageo plc (DEO) Centene Corp (CNC) Elevance Health Inc (ELV) Portillo’s Inc. (PTLO) Alphabet Inc Class A (GOOGL) Apple, Inc. (AAPL) ELYSIA (EL) Nasdaq Inc (NDAQ) Pricesmart Inc (PSMT) Bel Fuse Inc (BELFB) 4 (FOUR) Moody's Corporation (MCO) Fair Isaac, Corp. (FICO) Adappter Token (ADP) Canadian Pacific Railway (CP) Metadium (META)
Top posts by engagements in the last [--] hours
"Busy with work today. Missing out on all the fun. $cpng limit order filled. And I snuck in $payc just before the close while using the bathroom. Not married to either if things get ugly"
X Link 2026-02-05T21:33Z [----] followers, [----] engagements
"$rig up 80%+ since this. How $rig investors are born. https://t.co/5JmOc3Bp7S How $rig investors are born. https://t.co/5JmOc3Bp7S"
X Link 2026-02-09T19:04Z [----] followers, [----] engagements
"Record tax refund checks World Cup Giga-capex-stimulus Tax cuts Falling rates Deregulation Fed+Trump Put Yet this market feels like it's about to totally lose its shit any second now"
X Link 2026-02-10T14:15Z [----] followers, [----] engagements
"Busted out of $oscr and $payc for slight gain and loss respectively"
X Link 2026-02-10T14:56Z [----] followers, [----] engagements
"Recordati $rec.mi Smaller Italian Pharma Company. They dominate small niche markets that the bigger players refuse to enter. 75% of biz within Europe. Super high margins and excellent capital allocation. Unlike other small pharma companies- Recordati is remarkably diversified. Stock price follows NI margins which generally depend upon how much they've tapped their revolver at any given time (usually for M&A). I assume 24% NI Margins long term with high single digit growth (from M&A inflation and R&D). My entry price is [--] Euros/share. However a Private Equity Firm took a majority stake in"
X Link 2025-04-16T15:35Z [----] followers, [----] engagements
"Okay now by EBITDA margins. $GPW $JSE $LSEG $OTCM $NDAQ and $EXAE all below 40%. Perhaps its just accounting/data discrepancies. Or perhaps these companies can charge more/add new verticals🧐 Publicly traded global exchanges. What am I missing (Ideally tradeable on IBKR) https://t.co/Vk8Hr6Nw81 Publicly traded global exchanges. What am I missing (Ideally tradeable on IBKR) https://t.co/Vk8Hr6Nw81"
X Link 2025-06-07T13:56Z [----] followers, [----] engagements
"YTD/Q2: +40% Long: $lulu $se $4527.T $nu $adyey $wmmvy $dlo $sofw.ta $axp $6622.T $lacomer.mx $grab $nsrgy $sugr.v $wat.ax Cash: -8% No Hedges YTD/ Q1: +10.75% Long: $se $adyey $nu $wmmvy $lkncy $axp $deo $nsrgy $lnd $grab $lacome r $sur.v $wat.ax Cash: 8% Hedges: $qqq (puts) $axp (puts) https://t.co/7jsUo0GgCz YTD/ Q1: +10.75% Long: $se $adyey $nu $wmmvy $lkncy $axp $deo $nsrgy $lnd $grab $lacome r $sur.v $wat.ax Cash: 8% Hedges: $qqq (puts) $axp (puts) https://t.co/7jsUo0GgCz"
X Link 2025-06-30T20:22Z [----] followers, 57.3K engagements
"@ReturnsJourney Pricemart $psmt Pluxee Belfuse $belfb Unicharm $8113.T Obayashi $1802.T I think I could come up with a lot of these after some though. http://plx.pa http://plx.pa"
X Link 2025-08-27T18:14Z [----] followers, [----] engagements
"YTD/Q3: +42.73% Long: $se $cnc + calls $4527.T $nu $dlo $nesn.sw $sofw.ta $adyey $6622.T $wmmvy $axp $elv $glasf $grab $lacomer.mx $alhgr.pa $sugr.v $wat.ax $ptlo (leaps) Cash: -16% No Hedges YTD/Q2: +40% Long: $lulu $se $4527.T $nu $adyey $wmmvy $dlo $sofw.ta $axp $6622.T $lacomer.mx $grab $nsrgy $sugr.v $wat.ax Cash: -8% No Hedges https://t.co/TW4g9qHFog YTD/Q2: +40% Long: $lulu $se $4527.T $nu $adyey $wmmvy $dlo $sofw.ta $axp $6622.T $lacomer.mx $grab $nsrgy $sugr.v $wat.ax Cash: -8% No Hedges https://t.co/TW4g9qHFog"
X Link 2025-09-30T20:05Z [----] followers, 42.9K engagements
"$adyen popping this morning on seemingly no news. Perhaps the payments industry is finally ready to end it's arbitrary slump. (Don't @ me about stablecoins.) The most levered precarious companies usually lead the way out. (Hello $wln.pa) Might see $four up bigly today. I have a position though I'm still researching. Ultimately $four wasn't being uniquely punished. The entire industry was. https://twitter.com/i/web/status/1973736625235493269 https://twitter.com/i/web/status/1973736625235493269"
X Link 2025-10-02T13:07Z [----] followers, [----] engagements
"Anyone hold Israeli securities in their @IBKR account My $sofw position often shows wildly inaccurate figures distorting net liq value and PnL. Sometimes the entire gain is missing. Today I'm showing a large unrealized gain but a huge realized loss. (I've never sold shares) WTF https://twitter.com/i/web/status/2003502541766836506 https://twitter.com/i/web/status/2003502541766836506"
X Link 2025-12-23T16:26Z [----] followers, [----] engagements
"Sir Chris Hohn claims he has a list of [---] investable companies that presumably meet his criteria of holding "irreplaceable assets". The intangible IP ones ( $mco $fico etc) are well known and well covered. I'm more interested in those with physical assets. Here are some *potentially * Irreplaceable globally traded Railroads Tourist Destinations Airports and Exchanges: Railroads $cni $cp $unp $csx $nsc $azj.ax $pkp.wa $bvzn.sw $jfn.sw $bts.set $rail3.b3 $601333.sz $66.hk $9009.t $9142.t $9023.t $9001.t $9020.t $9022.t $2633.tw Tourism: $dis $mtn $emaar.df $jfn.sw $sphr $4661.t $4.hk"
X Link 2025-12-28T13:54Z [----] followers, 45.4K engagements
"2025 YTD/Q4: +42.5% Long: $se $4527.T $nu $meta $nesn.sw $dlo $sofw.ta $novo.co $6622.T $adyey $adp $cp $wmmvy $oscr $grab $lacomer.mx Cash: -1% No hedges YTD/Q3: +42.73% Long: $se $cnc + calls $4527.T $nu $dlo $nesn.sw $sofw.ta $adyey $6622.T $wmmvy $axp $elv $glasf $grab $lacomer.mx $alhgr.pa $sugr.v $wat.ax $ptlo (leaps) Cash: -16% No Hedges https://t.co/mL3cosOtxX YTD/Q3: +42.73% Long: $se $cnc + calls $4527.T $nu $dlo $nesn.sw $sofw.ta $adyey $6622.T $wmmvy $axp $elv $glasf $grab $lacomer.mx $alhgr.pa $sugr.v $wat.ax $ptlo (leaps) Cash: -16% No Hedges https://t.co/mL3cosOtxX"
X Link 2025-12-31T21:07Z [----] followers, 23.1K engagements
"@Hanefelt Haven't looked at $ale in at least [--] months. Interesting one. $cpng seems fairly valued to me. $meli needs to be a little bit cheaper (based upon my conservative valuation) to clear my hurdle rate. I think $se is more attractive than all of them at the moment"
X Link 2026-01-01T18:51Z [----] followers, [---] engagements
"I just can't buy a company in which SBC = 20% of revenue. Maybe I'm just a boomer. Or maybe I don't like covering a company's payroll while pretending I am an investor"
X Link 2026-01-09T11:59Z [----] followers, 25.1K engagements
"Brutal couple of years for Danish stocks. Flipping rocks and finding some potential gems. And with them some blood stains. like this from $orsted.co Absolutely terrifying"
X Link 2026-01-11T11:55Z [----] followers, [----] engagements
"Listed Global Exchanges. Net Income Margins. Any of them have room for margin expansion/compression"
X Link 2026-01-13T12:00Z [----] followers, [----] engagements
"I like $mtn as well. On my watch list and still need to research it more. Like so many other companies they have a Conv note coming due this year. They have just enough cash on hand to cover it. But working capital is tricky with most of the cash rolling in during the winter. Anyway suspect they'll have $205mm in interest expense for [----] impacting margins some. EBIT/interest expense will be a little high for my taste. But then again they're kind of a utility. I Iive near a Vail resort and the main lift is in dire need of renovation. I wonder if they are spending enough on capex; would want"
X Link 2026-01-16T13:00Z [----] followers, [---] engagements
"Even with the ongoing Saasacre I'm not finding anything I like"
X Link 2026-01-16T13:08Z [----] followers, 10.7K engagements
"Tivoli Gardens $tiv.co (180 year old Theme Park) As I've shared before with $jfn.sw and $4661.T I love irreplaceable tourist assets. GLP1's are a tailwind and you can't vibe code them into existence. But these names are always expensive. [--] year Mean P/E is 51x for the three. It brings to light the debate about valuation. Do you take into account the risk free rate Denmark's [--] yr yield was less than 0% not long ago and remains below 3% today. And what about land/assets Jungfraujoch is a UNESCO World Heritage site within perhaps the most beautiful iconic place on earth. ChatGPT estimates that"
X Link 2026-01-20T12:05Z [----] followers, [----] engagements
"Hear me out. $csu.to"
X Link 2026-01-21T13:06Z [----] followers, [----] engagements
"Something like that. But I'd probably trust the creditworthiness of Afya over Brasil as they don't have a currency to defend. Then again if they fail to defend then I'm screwed anyway. They'll be buying back shares and have high margins as a cushion. Defensive names deserve high multiple than cyclical imo 16x probably still too high. 10-12x is probably about right. https://twitter.com/i/web/status/2015590081780740293 https://twitter.com/i/web/status/2015590081780740293"
X Link 2026-01-26T00:58Z [----] followers, [---] engagements
"Emaar Properties $emaar.ae Dubai-based property developer including the Burj-Khalifa and the Dubai Mall (which they claim to be the most visited place on earth) 62% Free Cash Flow Margins What😂 Currently trading at 8x according to Koyfin"
X Link 2026-01-27T11:47Z [----] followers, [----] engagements
"@david_katunaric I guess technically it is an industrial. So perhaps I need to re think the category entirely. Was thinking $race"
X Link 2026-01-29T13:02Z [----] followers, [---] engagements
"I actually did it. I bought SAAS today. The experience was akin to a passage from the book Shantaram: "And think of every pain youve ever known. Then add them all up all those groin-squeezing stomach-tensing shrieks of pain and feel them all at once hour after hour." Almost bought a software company today. Felt more sick than buying tankers. What a world we live in. Almost bought a software company today. Felt more sick than buying tankers. What a world we live in"
X Link 2026-01-30T01:58Z [----] followers, [----] engagements
"Tried valuing Zscaler $zs this morning. Thought my assumptions were pretty ambitious. Arrived at a -1% CAGR over [--] years at current valuation. There are corners of the market that I'll never understand"
X Link 2026-01-30T11:25Z [----] followers, [----] engagements
"Since I started paying for ChatGPT: Other than searching for a specific web page I've barely used Google Search in [--] months. The web page that I'm looking for is almost always the "sponsored result". Total scam. Still love YouTube Cloud and Maps/travel. $goog"
X Link 2026-01-31T14:34Z [----] followers, [----] engagements
"My rule of thumb for SaaS stocks rn: If you have to subtract SBC it's probably too expensive. If you have to reduce sharecount by SBC then it could be a good opportunity. Reasons: Mature vs Young biz/ Analyst generally ignore repurchased SBC but not dilution"
X Link 2026-02-01T14:40Z [----] followers, [----] engagements
"@Speculator_io Snowflake still trading at 16x sales with SBC near 40% of revenue despite being nearly [--] years old. Incredible"
X Link 2026-02-01T15:30Z [----] followers, [---] engagements
"Every corner of the US market is expensive right now. Surprisingly some Mag-7 names may offer the best value. But they're probably over-earning"
X Link 2026-02-02T01:23Z [----] followers, [----] engagements
"@david_katunaric $27mm Are we fintwit-funding a takeover I'm in"
X Link 2026-02-02T12:53Z [----] followers, [---] engagements
"@PantexCap What in the Hong Kong listed shitcos is this"
X Link 2026-02-02T19:27Z [----] followers, [---] engagements
"Well this is awkward. Now below [--] banger on $se 🫠 5-Banger on $se https://t.co/V2MbZbYFzM 5-Banger on $se https://t.co/V2MbZbYFzM"
X Link 2026-02-03T15:37Z [----] followers, [----] engagements
"Not just a Saasacre. Some wide-moat Financials and Global Exchanges are absolutely shitting the bed today. Good times"
X Link 2026-02-03T16:25Z [----] followers, 20.5K engagements
"@BondKingJanusH1 Too illiquid. They should be cranking up the acquisition machine here"
X Link 2026-02-03T22:35Z [----] followers, [---] engagements
"$tintin.br short interest now at record highs on news"
X Link 2026-02-04T01:43Z [----] followers, [----] engagements
"Everybody wants a concentrated portfolio until their portfolio is cut in half while the market is near ATHs"
X Link 2026-02-04T09:56Z [----] followers, 98.3K engagements
"Market attacking anything with a website that isn't AI. Meanwhile Ingles $imkta a US grocery store company was up 4.3%. Go check out their Investor Relations webpage. You'll see why they are up so much"
X Link 2026-02-04T12:15Z [----] followers, [----] engagements
"@k3ithmccullough Nice I liked the Nepal one and the Eclipse one. The full episodes are all available on YouTube. I got my [--] year old niece into it. Timeless"
X Link 2026-02-04T22:40Z [----] followers, [--] engagements
"@MikeFritzell Wow- thats a good one. Thank you Michael"
X Link 2026-02-05T12:37Z [----] followers, [---] engagements
"@AdamB1438 Must be a major downturn to warrant speculating on an empty asset. A run of the mill dip isn't good enough imo. Recent major declineS were 80% and 77%. So below $30k currently. And I'd probably buy $crcl as a proxy instead"
X Link 2026-02-06T10:31Z [----] followers, [---] engagements
"RT @breadcrumbsre: 2000: tech blowing up. best oppos in commodities and financials 2008: financials blowing up. best oppos in tech 2014: en"
X Link 2026-02-05T12:44Z [----] followers, [--] engagements
"Coupang has to be a buy here. $cpng"
X Link 2026-02-05T15:17Z [----] followers, [----] engagements
"@alc2022 21% VAT I'd feel entitled to suffrage or at least a small pension at such rates"
X Link 2026-02-11T00:31Z [----] followers, [----] engagements
"Interesting news from Teleperformance $tep.pa Founder Chairman and CEO Daniel Julien will be [--] in [--] months and has laid out succession plans. They're bringing back Majorel CEO and new Chairman will be owner of Private Equity co Saham (already owns 4% of TEP via Majorel)"
X Link 2024-08-29T09:19Z [----] followers, [----] engagements
"@Secrets4stocks As an elite I can only comment on $rco.pa"
X Link 2025-08-06T21:20Z [----] followers, [---] engagements
"Drill Ship Building is not for the faint of heart. Brutal. $5E2.SI"
X Link 2026-01-05T23:23Z [----] followers, [----] engagements
"@RahulSetty_ Haven't looked closely at them- always too expensive. But $adsk isnt getting disrupted any time soon. Massive network effect amongst architects and engineers etc"
X Link 2026-01-23T21:42Z [----] followers, [----] engagements
"@Amstal2 At this point someone needs to take $eden.pa and $plx.pa out back and just shoot them. Put them out of their misery already"
X Link 2026-01-26T11:56Z [----] followers, [----] engagements
"Hermes: moat confirmed One of just two retail names on my Irreplaceable Business list. My buy price for $rms.pa is [----]. Vietnamese property tycoon Truong My Lan pleaded with the court to let her keep two Hermes Birkin Himalaya handbags after she was convicted of embezzling more than $12 billion https://t.co/x8onxMqi35 Vietnamese property tycoon Truong My Lan pleaded with the court to let her keep two Hermes Birkin Himalaya handbags after she was convicted of embezzling more than $12 billion https://t.co/x8onxMqi35"
X Link 2026-01-29T12:45Z [----] followers, 13.2K engagements
"Payments food products and SAAS are all hated. Some value showing up there. But broadly things are down and still wicked expensive. Even $wdfc is trading at 5x sales"
X Link 2026-02-02T01:52Z [----] followers, [----] engagements
"@finphysnerd @AdamB1438 Haven't looked too closely . but seems like a pretty close proxy. But with a long shot call option that the circle Internet business actually becomes something on its own one day. I also don't think I can buy BTC in my IBKR account"
X Link 2026-02-06T14:14Z [----] followers, [--] engagements
"@AbdrazakAlmas I think you may be right. Thesis is playing out. I might get back in. Just trying to slim down my high-beta stuff"
X Link 2026-02-10T23:41Z [----] followers, [--] engagements
"Staples Campbell's $cpb General Mills $gis JB Sanfillipo $jbss Pepsi $pep Glasshouse $glasf All up 3% or more today"
X Link 2026-01-30T20:53Z [----] followers, [----] engagements
"@marketplunger1 $goog [---] yr bonds kicking off a duration rally"
X Link 2026-02-10T17:19Z [----] followers, [---] engagements
"Runs screener scrolls through descriptions. Trash Trash Trash Trash Stops. "Now that is the kind of company I want to own". Opens chart: (literally every time)"
X Link 2026-02-04T11:16Z [----] followers, 12.3K engagements
"How $rig investors are born"
X Link 2025-09-25T10:48Z [----] followers, 12.8K engagements
"Potentially Irreplaceable Tourist Assets. Added some new ones. Some illiquid names. Some have poor unit economics. Most are richly valued currently"
X Link 2026-02-05T11:30Z [----] followers, 10.1K engagements
"Still need to get through them. Too much time with my day job and xitposting on xitter"
X Link 2026-02-05T11:32Z [----] followers, [---] engagements
"Current Longs. Drawdowns from Peak. Still positive YTD thanks to some weakly correlated hedges. Really tough environment for my process"
X Link 2026-02-05T11:46Z [----] followers, [----] engagements
"Lmao $AMZN - AMAZON FILES FOR MIXED SHELF; SIZE NOT DISCLOSED - SEC FILING $AMZN - AMAZON FILES FOR MIXED SHELF; SIZE NOT DISCLOSED - SEC FILING"
X Link 2026-02-06T13:19Z [----] followers, [----] engagements
"RT @Tintincapital: Has there ever been an "arms race" of any sort that didn't lead to a surplus Perhaps one day soon we'll hail $aapl as"
X Link 2026-02-06T13:20Z [----] followers, [--] engagements
"$nvda getting the Value Trap Treatment at GF lol. Analyst revenue estimates for [----] = $416B. C-GPT predicts $34T in Global Capex in [----]. This would require that 3% of global capex goes to AI and that 1/3 of that ultimately goes to Nvidia. Seems kind of realistic"
X Link 2026-02-09T12:06Z [----] followers, [----] engagements
"I'm still not seeing that valuation though especially if I assume some margin normalization in a few years. There has to be some competition and saturation at some point right"
X Link 2026-02-09T12:31Z [----] followers, [---] engagements
"RT @Alea_: 🛑 ALPHABET INC - FILES FOR SEVEN PART NOTES OFFERING; SIZE NOT DISCLOSED - SEC FILING"
X Link 2026-02-09T13:09Z [----] followers, [--] engagements
"Double of Softwave. $sofw.ta Actually added on the way up. Thanks @david_katunaric Hate the space. Lost money in $inmd. ChatGPT suggest there are [-----] US Medspas offering face firming. If 10% used this product and spent $200 per treatment 3x daily [---] days a year then that is 150mm in revenue. Margins will be huge. They can give the machine away. Seems Hate the space. Lost money in $inmd. ChatGPT suggest there are [-----] US Medspas offering face firming. If 10% used this product and spent $200 per treatment 3x daily [---] days a year then that is 150mm in revenue. Margins will be huge. They can"
X Link 2026-02-10T13:49Z [----] followers, [----] engagements
"@jarad1821 I tend toward pessimism but. frequent earnings blow ups suggest low appetite for risk. $tlt looks like it wants to break out $mags not moving despite killer earnings $qqq Monthly Macd & Rsi $qqq look tippy. I added some $tlt and reloaded some hedges"
X Link 2026-02-10T17:18Z [----] followers, [----] engagements
"RT @deusexdividend: Losing half your portfolio in [--] months from SaaS re-rating from 12x sales down to 5x and you stumble on some old BRK le"
X Link 2026-02-10T22:30Z [----] followers, [---] engagements
"We will never have a proper stock market bubble again. Far too many outlets now available to capture animal spirits. KALSHI CEO SAYS SUPER BOWL SUNDAY TRADING TOPPED $1B UP 2700% KALSHI CEO SAYS SUPER BOWL SUNDAY TRADING TOPPED $1B UP 2700%"
X Link 2026-02-11T11:15Z [----] followers, [----] engagements
"RT @Tintincapital: @jarad1821 I tend toward pessimism but. frequent earnings blow ups suggest low appetite for risk. $tlt looks like it w"
X Link 2026-02-11T11:17Z [----] followers, [--] engagements
"Stock split wouldn't change things. Only way to increase liquidity is through dilution. If it's too illiquid then it may scare away institutional managers-many of which won't touch it if spreads are .25% or higher. This is a golden time to invest the cash in M&A. I'd rather them do a dividend than repurchases and I hate dividends"
X Link 2026-02-11T21:35Z [----] followers, [--] engagements
"$adyen "Blood in the streets even when it is your own blood" Good entry here imo"
X Link 2026-02-12T09:12Z [----] followers, [----] engagements
"$lacomer.mx (Mid-Cap Grocer/ quasi-REIT) Stock has underperformed portfolio TTM but I'm not selling. They have a pristine balance sheet and I maintain that they can grow 10%-11% for the next decade. Margins are best in class. SSS down a lil but still $cost like. Long La Comer Fundamentals look good to me though upcoming earnings could disappoint (like Walmex). Still need to do more work. Here is where I am now: The Business: La Comer is a higher-end Grocery Store chain that caters to a more sophisticated clientele than $Walmex. https://t.co/FcmSVOi4tH Long La Comer Fundamentals look good to"
X Link 2026-01-23T12:29Z [----] followers, [----] engagements
"Afya $afya Market Cap: $1.33B Brazilian Medical Schools. Far more demand than there are seats available each year. Defensive highly inelastic revenue base. Barriers to entry. New exam requirements may eliminate lesser competition. Repurchase plan in place. Also regulatory risks + elevated EBIT/Interest Expense (very high borrowing cost). VIE structure. Massive Private ownership share. I estimate that they can grow at a 7.5% CAGR over next [--] years (3.5% from seat increases and 4% from tuition cost inflation). $afya is currently trading at 10x FCF per share. Given the nature of the business I"
X Link 2026-01-25T15:56Z [----] followers, [----] engagements
"@JohnDoeKnowsGuy My company uses both workday and Salesforce and I hope they both go to fucking zero. They are trash. Total trash. Yet we still use them. Moat confirmed"
X Link 2026-02-01T15:03Z [----] followers, [---] engagements
"@SowingAlphaSeed @atlas_invst This is awesome Thanks for sharing"
X Link 2026-02-04T01:44Z [----] followers, [--] engagements
"Looking at $pal. (Proficient Auto Transport). Interesting company facing what are likely temporary setbacks. Their Indeed reviews are 100% AI generated to hide the otherwise poor reviews. Sketchy AF. I'll pass"
X Link 2024-10-28T10:46Z [----] followers, [----] engagements
"@value_invest12 I have a lot of holdings that have run up quite a bit. I don't expect much from them next year. Here are some random global companies that I think will do very well in 24': $Inmd (long) $Se (long) $Tep.pa $Hsy $Wac.f $Rprx $rock.b $trmb"
X Link 2023-12-22T19:59Z [----] followers, [----] engagements
"Live from the villa in Guatemala. Putting the finishing touches on my $tdcx Deep Dive (version 3). Part I of Thesis attached. Quick shout-out to @Starlink and @Cerveza_Gallo for making this possible"
X Link 2023-12-28T23:16Z [----] followers, [----] engagements
"Okay its done. stock is pretty illiquid so I want to be careful here. If you would like the link to the PDF then shoot me a DM and I'll send it to you. I'm long but happy to be talked out of it. Please share your thoughts if you read it. Live from the villa in Guatemala. Putting the finishing touches on my $tdcx Deep Dive (version 3). Part I of Thesis attached. Quick shout-out to @Starlink and @Cerveza_Gallo for making this possible. https://t.co/KMJkw3oJ72 Live from the villa in Guatemala. Putting the finishing touches on my $tdcx Deep Dive (version 3). Part I of Thesis attached. Quick"
X Link 2023-12-30T00:35Z [----] followers, [----] engagements
"Teleperformance: My thesis is simple: 64% of revenue is from service calls. If a customer is upset you don't risk making things worse by referring them to a computer. Not Yet. Will go long $tep.pa via $tlpfy at the open. You are all invited to my funeral"
X Link 2024-03-12T09:47Z [----] followers, [----] engagements
"Karat Packaging $krt Tough quarter but this is still a great little company. Recently a double for me. Increased position by 22%"
X Link 2024-03-15T15:29Z [----] followers, [---] engagements
"@evfcfaddict Karat Packaging $krt 'Picks and shovels' play on food delivery. Almost no debt. Will grow low double digits in coming years as margins continue to improve. Track record of execution. Excellent capital allocation. I'm long"
X Link 2024-03-27T18:17Z [----] followers, [----] engagements
"Developed Markets: My favorite Dev Market at the moment is Singapore. No tax on dividends the annual reports are in English and usually less than [---] pages. Oh and Singapore is left for dead. Check out 10yr Total Return for $EWS: 2/"
X Link 2024-04-03T12:20Z [----] followers, [---] engagements
"Pluxee $plx.pa has great metrics. But their moat is their 'ecosystem/network'. Employers buy credits from Plx. Employees use credits at a network merchant. Plx reimburses the merchant. Why is a network needed Why can't $ma disrupt this overnight with a pre-paid meal card"
X Link 2024-07-12T11:38Z [----] followers, [----] engagements
"Japanese companies are hilarious. Check out the description for Sojitz Corp $2768.T Yes this is all for one company 😂"
X Link 2024-08-05T02:02Z [----] followers, [---] engagements
"Mazda $7261.T After falling nearly 17% last night the company is trading at a P/E of just 3x"
X Link 2024-08-05T11:49Z [----] followers, [----] engagements
"Added Ambra $amb.wa Ambra is a Polish wine distributor facing temporary challenges. Generally very stable. High insider ownership. Most revenue is from Poland- one of the few European countries with increasing wine consumption. Markets in Czech Rep and Romania too"
X Link 2024-11-13T11:34Z [----] followers, [----] engagements
"European/UK Consumer Staples like $deo $ri.pa and $nesn.sw are experiencing their worst drawdowns since [----]. I've outlined some reasons for this below. I'll leave it up to you to decide whether these obstacles are surmountable. [--]. Consumer is maxed out: These are low-growth companies who depend upon incremental price increases each year. After a sharp rise in prices since [----] the consumer simply cannot absorb any more price inflation. Sales may need to remain flat/discounted for several more quarters until the consumer can 'catch-up'. [--]. CAPEX and Buy-backs: Covid resulted in enormous"
X Link 2024-11-19T11:47Z [----] followers, [----] engagements
"Revisiting $el numbers. Looking further ahead to a normalized pricing environment I think margins could improve to 11% and possibly as high as 12.5%. I've added $el to the portfolio. $el's gross margins have suffered. Price increases exceeded inflation➡sales declined➡inventory piled up➡cut prices. They're working on it with the "PRGP" but a weak China is preventing progress. If PRGP is successful GMs could improve to 76% w/ SG&A savings of 3%. 1/ https://t.co/1gCvyf9Pjo $el's gross margins have suffered. Price increases exceeded inflation➡sales declined➡inventory piled up➡cut prices. They're"
X Link 2024-11-22T16:09Z [----] followers, [----] engagements
"Just added a wee bit more. [---] shares total. 10% of Portfolio is now cosmetics. Will hopefully be 12% if my limit order for $nesn.sw ever fires off"
X Link 2024-11-22T16:57Z [----] followers, [---] engagements
"Might go long $rms.pa Herms CEO Patrick Thomas angrily responded to LVMH's takeover attempt in [----] saying: "If you want to seduce a beautiful woman you dont start by raping her from behind." Yes a public CEO really said this. Feel free to look it up😜 Herms CEO Patrick Thomas angrily responded to LVMH's takeover attempt in [----] saying: "If you want to seduce a beautiful woman you dont start by raping her from behind." Yes a public CEO really said this. Feel free to look it up😜"
X Link 2024-11-29T16:44Z [----] followers, [----] engagements
"3 Banger on $hims (pre-market) Nice move in $adyen and $nesn.sw today too. [--] Bagger on $hims in [--] months 😏 (Would be a 4+ Bagger if Fintwit hadn't talked me out of my entry a year ago.) Anyway it's now a meme stock so it will almost surely 💩 the bed bigly by next week. https://t.co/yzn07M5gNT [--] Bagger on $hims in [--] months 😏 (Would be a 4+ Bagger if Fintwit hadn't talked me out of my entry a year ago.) Anyway it's now a meme stock so it will almost surely 💩 the bed bigly by next week. https://t.co/yzn07M5gNT"
X Link 2025-02-13T13:07Z [----] followers, [----] engagements
"Rmy Cointreau and Este Lauder both appear to be bottoming when you zoom out. Both are highly dependent upon a recovery in China. $rco.pa $el"
X Link 2025-02-24T09:53Z [----] followers, [----] engagements
"There are no winners in a trade war. Except for those that make coffee chocolate milk and pet food. $nesn.sw"
X Link 2025-03-31T10:35Z [----] followers, [----] engagements
"I generally agree with this regarding $tep.pa and the threat of AI. I arrived at a similar conclusion when I researched and wrote about their competitor $tdcx: Some random thoughts on $TEP a co that's getting royally f'd by the "AI is automating agents" narrative. Warning. I'm shooting from the hip here. I've got no position (as of now). I looked at this a long time ago and just re-up'd for [--] minutes cause it's an interesting situ. Some random thoughts on $TEP a co that's getting royally f'd by the "AI is automating agents" narrative. Warning. I'm shooting from the hip here. I've got no"
X Link 2024-02-29T12:36Z [----] followers, [----] engagements
"I'm sure Twitter is using AI to filter out 99% of this garbage. But will they ever filter out 100% of it The 'last mile' is always the most difficult. This is why I think CX companies like $tep.pa and others are still relevant. For a while longer. SOMEONE TELL ELON TO PLEASE FIX THIS https://t.co/wiXWw9WkR2 SOMEONE TELL ELON TO PLEASE FIX THIS https://t.co/wiXWw9WkR2"
X Link 2024-04-04T12:08Z [----] followers, [----] engagements
"I arrived at the exact same conclusion regarding Klarna when I wrote about $tep.pa The media embarrassed themselves with this"
X Link 2024-04-10T09:23Z [----] followers, [----] engagements
"Given the punishing nature of Mr Market in [----] we could see a sell-off tomorrow in Karat Packaging $krt. They fell short of their Revenue/EBITDA guide/estimates but met EPS est and once again increased dividend. May add if things get ugly"
X Link 2024-05-09T23:11Z [----] followers, [---] engagements
"Karat Packaging $krt down 13% after earnings. I first went long on May 3rd last year at $14.60. I added earlier in Q1 this year at $26 and just added again at $24. Lots of operating leverage little debt and looking to start some M&A while growing organically mid/hi single dig"
X Link 2024-08-09T13:48Z [----] followers, [---] engagements
"7 Interesting defensive names that are both down YTD and yet green today (a rare combo): ELF cosmetics: $elf Ingles Grocery/Land Trust: $imkta Alimentation Couche Tard: $atd.to Ulta cosmetics $ulta Kraft Heinz: $khc Karat Packaging $krt OTC Markets $otcm"
X Link 2025-04-21T18:57Z [----] followers, [----] engagements
"This is the basis for my "Spirits have Bottomed" post. If non-whiskey/bourbon spirits recover here then $rco.pa should lead them out. Check out MACD on the 1M right now (see below). Also appears that $cpri is forming a base. It's the economy/supply glut. Not GLP1s. IMHO. Remy Cointreau $RCO.PA Nice base building https://t.co/11wgwNQfBZ Remy Cointreau $RCO.PA Nice base building https://t.co/11wgwNQfBZ"
X Link 2025-06-06T18:00Z [----] followers, [----] engagements
"Having lost money all over the world here is what comes to mind for global exchanges based upon my own experience (for fun). Nasdaq: Expensive NYSE: Boomer stonks NYMEX: "cOMMoDITY SuPeRCYLcE" ATHEX: 🚀🚀🚀 HKEX: Probably a Scam Venture: Definitely a Scam Shenzhen: Hotel California Tokyo: [----] word Biz Descriptions Taipei: DaBao SGX: low ROIC ASX: too many damn shares LSE: Boomer stonks that dilute you AIM: You're diluted before order even fills Eurnonext: SELL AFTER EARNINGS Nasdaq Stockholm: P/E [--] Warsaw: P/E [--] SWX: "I can pick up 10% from CHF alone" Bursa Malaysia: Remarkably efficient"
X Link 2025-08-22T01:04Z [----] followers, 22K engagements
"Added Diageo (again) this morning. Yes yes I know. People are drinking less. But they're also drinking better. This is what separates alcohol from cigarettes: Smokers rarely 'trade up' for more premium cigs. Cigarettes are a commodity like light beer. Diageo has [--] labels that earn $1 Billion per year. Few Spirits companies are better positioned for premiumization"
X Link 2025-09-24T15:48Z [----] followers, [----] engagements
"@julius5207 Interesting. Have lulu in the port"
X Link 2025-07-25T23:31Z [----] followers, [---] engagements
"@JohnDoeKnowsGuy I also like eye care and entrenched skin care. Hence my large position in Rohto. Speaking of skincare you get $or.pa with Nestle too"
X Link 2025-12-30T13:48Z [----] followers, [---] engagements
"Hate the space. Lost money in $inmd. ChatGPT suggest there are [-----] US Medspas offering face firming. If 10% used this product and spent $200 per treatment 3x daily [---] days a year then that is 150mm in revenue. Margins will be huge. They can give the machine away. Seems cheap to me. Long. Great write up. Thank you David. Very excited to share a write-up on what I think is the best new idea Ive come across this year. At first glance it might look like just another unprofitable medtech shitco but dig deeper and theres a lot to like. This is a company that grew revenue from zero to $60M in"
X Link 2025-05-07T12:07Z [----] followers, 10.2K engagements
"Has there ever been an "arms race" of any sort that didn't lead to a surplus Perhaps one day soon we'll hail $aapl as the lone voice of reason amongst the Mag-7. Much like Toyota amidst the EV race"
X Link 2025-10-28T15:58Z [----] followers, [----] engagements
https://lunarcrush.com/api4/public/topic/:topic/creators/v1
Get the top creators for a social topic
input parameters:
Example request:
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/topic/bitcoin/creators/v1
Example response:
{
"data": [
{
"creator_id": "twitter::1605310254085980161",
"creator_name": "Bitcoin_Teddy",
"creator_avatar": "https://pbs.twimg.com/profile_images/1739753415134138368/FrWHMAnb_200x200.jpg",
"creator_followers": 74293,
"creator_rank": 1,
"interactions_24h": [-------]
}
]
}
Schema:
https://lunarcrush.com/api4/public/creators/list/v1
Get a list of trending social creators over all of social based on interactions. To get lists of creators by category or topic see the topics and categories endpoints.
Example request:
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creators/list/v1
Example response:
{
"data": [
{
"creator_name": "elonmusk",
"creator_display_name": "Elon Musk",
"creator_id": "44196397",
"creator_network": "twitter",
"creator_avatar": "https://pbs.twimg.com/profile_images/2008546467615580160/57KcqsTA_200x200.jpg",
"creator_followers": 234295750,
"creator_posts": 3649,
"creator_rank": 1,
"interactions_24h": [---------]
}
]
}
Schema:
https://lunarcrush.com/api4/public/creator/:network/:id/v1
Get detail information on a specific creator
input parameters:
Example request:
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creator/twitter/elonmusk/v1
Example response:
{
"data": {
"creator_id": "twitter::44196397",
"creator_name": "elonmusk",
"creator_display_name": "Elon Musk",
"creator_avatar": "https://pbs.twimg.com/profile_images/2008546467615580160/57KcqsTA_200x200.jpg",
"creator_followers": 234296337,
"creator_rank": 2,
"interactions_24h": 318539577,
"topic_influence": [
{
"topic": "in the",
"count": 294,
"percent": 5.88,
"rank": [--]
}
],
"top_community": [
{
"creator_name": "grok",
"creator_display_name": "Grok",
"creator_avatar": "https://pbs.twimg.com/profile_images/1893219113717342208/Vgg2hEPa_200x200.jpg",
"count": [---]
}
]
}
}
Schema:
https://lunarcrush.com/api4/public/creator/:network/:id/time-series/v1
Get time series data on a creator.
input parameters:
Example request:
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creator/twitter/lunarcrush/time-series/v1
Example response:
{
"config": {
"network": "twitter",
"influencer_id": "twitter::988992203568562176",
"interval": "1w",
"start": 1769990400,
"end": 1770681600,
"bucket": "hour",
"name": "lunarcrush",
"remote_api": "danode1-13",
"generated": [----------]
},
"data": [
{
"time": 1769990400,
"followers": 305326,
"interactions": 717,
"posts_active": 14,
"creator_rank": [------]
}
]
}
Schema:
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
/creator/twitter::Tintincapital