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# ![@TylerHardt Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1431303194.png) @TylerHardt Nothing To See Here

Nothing To See Here posts on X about $owl, $cvna, $jpm, $crwv the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.

### Engagements: XXXXX [#](/creator/twitter::1431303194/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1431303194/c:line/m:interactions.svg)

- X Week XXXXXX +475%
- X Month XXXXXX -XX%
- X Months XXXXXXXXX +54%
- X Year XXXXXXXXX +346%

### Mentions: XX [#](/creator/twitter::1431303194/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1431303194/c:line/m:posts_active.svg)

- X Week XX +84%
- X Month XXX -XX%
- X Months XXX +47%
- X Year XXXXX +273%

### Followers: XXXXX [#](/creator/twitter::1431303194/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1431303194/c:line/m:followers.svg)

- X Week XXXXX +1.70%
- X Month XXXXX +3.60%
- X Months XXXXX +114%
- X Year XXXXX +575%

### CreatorRank: XXXXXXXXX [#](/creator/twitter::1431303194/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1431303194/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1431303194/influence)
---

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

**Social topic influence**
[$owl](/topic/$owl) #2, [$cvna](/topic/$cvna) #46, [$jpm](/topic/$jpm) #60, [$crwv](/topic/$crwv) #187, [$nvda](/topic/$nvda) #2237, [$msft](/topic/$msft) #177, [msft](/topic/msft) 0.61%, [nvda](/topic/nvda) #504, [$val](/topic/$val) 0.61%, [bitcoin](/topic/bitcoin) XXXX%

**Top accounts mentioned or mentioned by**
[@logicalthesis](/creator/undefined) [@dimartinobooth](/creator/undefined) [@parrotcapital](/creator/undefined) [@bradmunchen](/creator/undefined) [@hkuppy](/creator/undefined) [@consensusgurus](/creator/undefined) [@erictheumpire](/creator/undefined) [@aimhonesty](/creator/undefined) [@viceroyresearch](/creator/undefined) [@ces921](/creator/undefined) [@stanphylcap](/creator/undefined) [@westcarlif](/creator/undefined) [@cedarreseach](/creator/undefined) [@christankerfund](/creator/undefined) [@jasonstrom84409](/creator/undefined) [@wsj](/creator/undefined) [@boglebuffetbits](/creator/undefined) [@aureliusltd28](/creator/undefined) [@seawolfcap](/creator/undefined) [@pablo01618](/creator/undefined)

**Top assets mentioned**
[OwlDAO (OWL)](/topic/$owl) [Carvana Co. (CVNA)](/topic/$cvna) [JPMorgan Chase (JPM)](/topic/$jpm) [CoreWeave, Inc. (CRWV)](/topic/$crwv) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Microsoft Corp. (MSFT)](/topic/$msft) [Validity (VAL)](/topic/$val) [Bitcoin (BTC)](/topic/bitcoin) [Lennar Corporation (LEN)](/topic/$len) [Oracle Corporation (ORCL)](/topic/$orcl) [Tesla, Inc. (TSLA)](/topic/$tsla) [Noble Corporation (NE)](/topic/$ne) [Transocean LTD. (RIG)](/topic/$rig) [CME Group Inc (CME)](/topic/$cme) [Diageo plc (DEO)](/topic/$deo) [Toll Brothers, Inc. (TOL)](/topic/$tol) [PulteGroup, Inc. (PHM)](/topic/$phm) [Wells Fargo & Co (WFC)](/topic/$wfc) [Sable Offshore Corp. (SOC)](/topic/$soc) [Broadcom, Inc. (AVGO)](/topic/$avgo) [NuScale Power Corporation (SMR)](/topic/$smr) [Sleepless AI (AI)](/topic/$ai) [Super Micro Computer, Inc. Common Stock (SMCI)](/topic/$smci) [Dell Technologies, Inc. (DELL)](/topic/$dell) [Walrus (WAL)](/topic/$wal) [Zions Bancorporation, NA. (ZION)](/topic/$zion) [UBS Group AG (UBS)](/topic/$ubs) [Credit Suisse Group (CS)](/topic/credit-suisse) [BP p.l.c. (BP)](/topic/$bp) [Fifth Third Bancorp (FITB)](/topic/$fitb) [T-Mobile (TMUS)](/topic/$tmus) [Altria Group Inc (MO)](/topic/$mo) [Philip Morris International Inc. (PM)](/topic/$pm) [Kraft Heinz Co (KHC)](/topic/$khc) [Hershey Co (HSY)](/topic/$hsy) [Verizon Communications Inc. (VZ)](/topic/$vz) [AT&T Inc. (T)](/topic/$t) [Old Dominion Freight Line Inc (ODFL)](/topic/$odfl) [J B Hunt Transport Services Inc (JBHT)](/topic/$jbht) [United Airlines Holdings, Inc. (UAL)](/topic/$ual) [Cboe Global Markets, Inc. (CBOE)](/topic/$cboe) [Bitforex Token (BF)](/topic/$bf) [Generac Holdings Inc. (GNRC)](/topic/$gnrc) [Range Resources, Corp. (RRC)](/topic/$rrc) [Arweave (AR)](/topic/$ar) [D R Horton Inc (DHI)](/topic/$dhi) [ON Semiconductor, Corp. (ON)](/topic/$on) [GM (GM)](/topic/$gm) [Ally Financial, Inc. (ALLY)](/topic/$ally) [Home Depot, Inc. (HD)](/topic/$hd) [Lowes Companies Inc (LOW)](/topic/$low) [Cisco Systems Inc (CSCO)](/topic/$csco) [Hewlett Packard Enterprise Co (HPE)](/topic/$hpe) [iShares BTC Trust (IBIT)](/topic/$ibit) [SPDR GOLD ETF (GLD)](/topic/$gld) [Gold (XAU)](/topic/$xau) [Basis Cash (BAC)](/topic/$bac) [Ares Protocol (ARES)](/topic/$ares) [KKR & Co, Inc. (KKR)](/topic/$kkr) [Elevance Health Inc (ELV)](/topic/$elv)
### Top Social Posts [#](/creator/twitter::1431303194/posts)
---
Top posts by engagements in the last XX hours

"@EventDrivenEddy @VmolBr @Aureliusltd28 Thats right. But I think the market is trying to distinguish between the quality to the quality of the underwriting capacity at origination. I would also not the banks all have large wealth management arms and trading businesses which would significantly buffer their business"  
[X Link](https://x.com/TylerHardt/status/1979167271898505322) [@TylerHardt](/creator/x/TylerHardt) 2025-10-17T12:47Z 1981 followers, XX engagements


"Uh-oh $CRWV $NVDA $MSFT"  
[X Link](https://x.com/TylerHardt/status/1979181301790855505) [@TylerHardt](/creator/x/TylerHardt) 2025-10-17T13:42Z 1981 followers, 1649 engagements


"According to $JPM in the PJM region XX% of last years increased electricity cost was the result of data center demand. Recent economic indicators published by the Feds New York & Philly branches show broad weakness in the PJM service area. When do voters say enough $CRWV"  
[X Link](https://x.com/TylerHardt/status/1979194855860433170) [@TylerHardt](/creator/x/TylerHardt) 2025-10-17T14:36Z 1981 followers, XXX engagements


"@hkuppy $ORCL $CRWV $NVDA"  
[X Link](https://x.com/TylerHardt/status/1979195046470578498) [@TylerHardt](/creator/x/TylerHardt) 2025-10-17T14:37Z 1981 followers, XXX engagements


"The AI Datacenter basket is ugly today. $CRWV $ORCL $AVGO $SMR $AI $SMCI $DELL"  
[X Link](https://x.com/TylerHardt/status/1979243762149921196) [@TylerHardt](/creator/x/TylerHardt) 2025-10-17T17:51Z 1981 followers, XXX engagements


"More allegations of Fraud. All does not appear to be all-right in credit land. $WAL $ZION"  
[X Link](https://x.com/TylerHardt/status/1978827132018032777) [@TylerHardt](/creator/x/TylerHardt) 2025-10-16T14:15Z 1981 followers, 2908 engagements


"@MrMojoRisinX The why is really just commentary related to the fact that both the CEO of $JPM and $OWL are fighting over which group has worse underwriting in light of the realization that there may be a lot of poorly underwriter loans out there"  
[X Link](https://x.com/TylerHardt/status/1979170482973765743) [@TylerHardt](/creator/x/TylerHardt) 2025-10-17T12:59Z 1981 followers, XX engagements


"@Tesla $TSLA IS A FRAUD. Yeah I said it. Your tweet literally justifies ISSs decision"  
[X Link](https://x.com/TylerHardt/status/1979340056122003908) [@TylerHardt](/creator/x/TylerHardt) 2025-10-18T00:13Z 1981 followers, XXX engagements


"Why Hello There Check out Oil Services finally overcoming resistance and then bouncing of it. If we get to XX this is off to the races. $OIH $VAL $NE $RIG $BORR"  
[X Link](https://x.com/TylerHardt/status/1961128793109925989) [@TylerHardt](/creator/x/TylerHardt) 2025-08-28T18:08Z 1984 followers, 3483 engagements


"Looks like $UBS still has some turds lurking on the Credit Suisse books and needs a recession so they have an excuse to take more write-offs without absorbing any blame. Friendly reminder stock is at all time highs. Just saying"  
[X Link](https://x.com/TylerHardt/status/1967218379137421555) [@TylerHardt](/creator/x/TylerHardt) 2025-09-14T13:26Z 1985 followers, XXX engagements


"$400000 per day for DS-12 in Egypt for $BP is better than a kick in the teeth. Still no X handles. $VAL"  
[X Link](https://x.com/TylerHardt/status/1977720484947955748) [@TylerHardt](/creator/x/TylerHardt) 2025-10-13T12:58Z 1983 followers, 1041 engagements


"@Currycarrier1 @DarioCpx I don't know about that. It seemed quite noticeable to Fifth Third Bank $FITB who has to issue a 8-K saying they lost $XXX million on TriColor. $CVNA has trouble properly registering vehicles you honestly think their Sub-Prime lending systems and protocols are kosher"  
[X Link](https://x.com/TylerHardt/status/1977731205467435327) [@TylerHardt](/creator/x/TylerHardt) 2025-10-13T13:40Z 1983 followers, XXX engagements


"Not a great day to be a defensive play like a consumer staple or telecom stock. $MO $PM $KHC $LVUE $HSY $VZ $T $TMUS"  
[X Link](https://x.com/TylerHardt/status/1977794428363571209) [@TylerHardt](/creator/x/TylerHardt) 2025-10-13T17:51Z 1984 followers, XXX engagements


"🚨BREAKING: "Treasury Secretary Bessent says a stock market decline wont deter the U.S. from taking strong action against China""  
[X Link](https://x.com/TylerHardt/status/1978444567880835568) [@TylerHardt](/creator/x/TylerHardt) 2025-10-15T12:55Z 1985 followers, XXX engagements


"@Crowded_Mkt_Rpt While we are out there posting stupid charts how about Bitcoin in $NVDA Terms. By the way Gold is up XXX% today and $BTC is down -1.6%"  
[X Link](https://x.com/TylerHardt/status/1978563626265878964) [@TylerHardt](/creator/x/TylerHardt) 2025-10-15T20:48Z 1985 followers, XXX engagements


"@TheStalwart @tracyalloway @GMakoff I'm looking forward to listening on the way home tonight but I was wondering if you guys discussed the fact that Scott Bessent's old boss Stanley Drunkenmiller is also the second largest holder of the Argentina ETF before the announcement we are bailing them out"  
[X Link](https://x.com/TylerHardt/status/1978564527386992856) [@TylerHardt](/creator/x/TylerHardt) 2025-10-15T20:51Z 1985 followers, XXX engagements


"@FreightAlley $ODFL or $JBHT"  
[X Link](https://x.com/TylerHardt/status/1978579169719009328) [@TylerHardt](/creator/x/TylerHardt) 2025-10-15T21:50Z 1983 followers, XXX engagements


"Just hours before U.S. President Donald Trump implemented a XXX% tariff on Chinese imports an anonymous trader took a massive short position on Bitcoin and reportedly earned $XX million when prices plunged. @hkuppy"  
[X Link](https://x.com/TylerHardt/status/1978807523382579330) [@TylerHardt](/creator/x/TylerHardt) 2025-10-16T12:57Z 1984 followers, XXX engagements


"Your right it is speculation so far. But in 2007 it was also speculation based on nothing more than a $XXX million hedge fund at Bear Stearns that invested in subprime loans and CDOs blew up. Almost everyone including me completely dismissed it. I'm not saying it is certain to happen here too but the door for it to spread is open and fears over counterparty risk and poor underwriting in very real right now you can see it in the stock reactions. I am simply suggesting that we should all have our antenna up instead of dismissing these defaults out of hand"  
[X Link](https://x.com/TylerHardt/status/1978942731293544624) [@TylerHardt](/creator/x/TylerHardt) 2025-10-16T21:54Z 1985 followers, XX engagements


"@ConsensusGurus FYI going long $UAL into earnings was a high conviction call circulated by the prime desk at JPM earlier this week"  
[X Link](https://x.com/TylerHardt/status/1978986822450516203) [@TylerHardt](/creator/x/TylerHardt) 2025-10-17T00:50Z 1984 followers, XX engagements


"This is weird. $CBOE and $CME are down more than the market on a crappy day for the markets. Usually these guys do well on days like today as they have low/negative Beta"  
[X Link](https://x.com/TylerHardt/status/1962953842011550044) [@TylerHardt](/creator/x/TylerHardt) 2025-09-02T19:00Z 1985 followers, XXX engagements


"The look of disgust on the workers faces behind the Premier of Ontario as he pours out a nice bottle of Whiskey. Tells you all you need to know about how disconnected these Politicians are from their constituency. Also isn't Crown Royal a Canadian Whiskey $DEO ARTIC F*KING MEXICO @AlderLaneEggs @ParrotCapital"  
[X Link](https://x.com/TylerHardt/status/1962979054497202592) [@TylerHardt](/creator/x/TylerHardt) 2025-09-02T20:40Z 1985 followers, 2284 engagements


"It's been a while since I've seen spirits sales increase. Way to go everyone πŸ™Œ $BF $DEO"  
[X Link](https://x.com/TylerHardt/status/1968026675431739699) [@TylerHardt](/creator/x/TylerHardt) 2025-09-16T18:58Z 1985 followers, XXX engagements


"Here is builders inventory of unsold homes and that same figure in months of supply. Both are significantly elevated but supply is still short of 2007 peak and even the 2021 run-up. $PHM $LEN $TOL"  
[X Link](https://x.com/TylerHardt/status/1970073464372343162) [@TylerHardt](/creator/x/TylerHardt) 2025-09-22T10:31Z 1985 followers, XXX engagements


"Uh oh. Apparently $LEN is either warehousing their below-market-rate-incentive mortgages for far too long or no one wants to buy their mortgages because of their paltry XXX% interest rates. Seems highly problematic. 2007 type vibes. @DiMartinoBooth @DonMiami3"  
[X Link](https://x.com/TylerHardt/status/1970508877360759148) [@TylerHardt](/creator/x/TylerHardt) 2025-09-23T15:21Z 1985 followers, XXX engagements


"Apparently the $GNRC shareholders are disappointed that this hurricane season is turning into a dud. Seems kind of early to call that"  
[X Link](https://x.com/TylerHardt/status/1971243164645326903) [@TylerHardt](/creator/x/TylerHardt) 2025-09-25T15:59Z 1985 followers, XXX engagements


"Just think orders for natural gas driven power production capacity has doubled from the rate of the past X years representing an incremental XX Gigawatts of unexpected capacity over the next X years alone and people are still bearish natural gas $RRC $AR $BOIL $XOP"  
[X Link](https://x.com/TylerHardt/status/1973715916732137545) [@TylerHardt](/creator/x/TylerHardt) 2025-10-02T11:45Z 1985 followers, XXX engagements


"I really like Mr. Duffy I am a $CME shareholder but I struggle with the idea of introducing 1-hour long binary-outcome contracts on commodities. Terry is right that it's not investing; but he's wrong that its speculating. This is strait gambling because there is no way that a 1-hour contract purchased on FanDuel benefits price discovery as he claims"  
[X Link](https://x.com/TylerHardt/status/1973737411558457383) [@TylerHardt](/creator/x/TylerHardt) 2025-10-02T13:10Z 1985 followers, XXX engagements


"@onechancefreedm Homebuilders should immediately respond with this chart of unsold but completed homes. They are building homes and no body wants them. If Trump wants to lower the price of housing maybe he should attack the Fed's independence & kick out all the immigrants. $TOL $PHM $DHI $LEN"  
[X Link](https://x.com/TylerHardt/status/1977728884343755117) [@TylerHardt](/creator/x/TylerHardt) 2025-10-13T13:31Z 1985 followers, XXX engagements


"seems like commodities in General are ripping but flows show it is almost entire metals like Gold Silver and Copper. Meanwhile Energy and Agriculture commodities can't get a bid. #OOTT"  
[X Link](https://x.com/TylerHardt/status/1978190800795152457) [@TylerHardt](/creator/x/TylerHardt) 2025-10-14T20:06Z 1985 followers, XXX engagements


"Not great news for a recovery in $ON anytime soon. Probably has a big Q3 as auto OEMs pushed aggressively to clear EV units before stimies went bye-bye. But then what $GM $F $TSLA"  
[X Link](https://x.com/TylerHardt/status/1978429363017179299) [@TylerHardt](/creator/x/TylerHardt) 2025-10-15T11:54Z 1985 followers, XXX engagements


"Since Tri-Color filed bankruptcy on September 10th through yesterday $JPM is up X% while $OWL fell -8%. Looks like the market think this is a Private Credit issue not a syndicated loan problem"  
[X Link](https://x.com/TylerHardt/status/1978587978873057579) [@TylerHardt](/creator/x/TylerHardt) 2025-10-15T22:25Z 1985 followers, XXX engagements


"@Aureliusltd28 Since Tricolor declared bankruptcy on 9/10 $JPM has outpaced $OWL by 10.2%. Wall Street seems to think that the cockroaches are emanating from the Private Credit world not the syndicated loan market"  
[X Link](https://x.com/TylerHardt/status/1978808839563510147) [@TylerHardt](/creator/x/TylerHardt) 2025-10-16T13:02Z 1985 followers, 3509 engagements


"Probably Nothing. πŸ‘‡ $CVNA"  
[X Link](https://x.com/TylerHardt/status/1978840243462603181) [@TylerHardt](/creator/x/TylerHardt) 2025-10-16T15:07Z 1985 followers, XXX engagements


"Harvard's Housing Gurus are calling for more subdued Remodeling Activity. Not exactly great news for $HD and $LOW"  
[X Link](https://x.com/TylerHardt/status/1978848149394292900) [@TylerHardt](/creator/x/TylerHardt) 2025-10-16T15:38Z 1985 followers, XXX engagements


"This slide from $HPE seems super bullish for $CSCO"  
[X Link](https://x.com/TylerHardt/status/1978862236366938230) [@TylerHardt](/creator/x/TylerHardt) 2025-10-16T16:34Z 1985 followers, XXX engagements


"Here is a chart of Bitcoin and Gold over the last XX days. One of these is a store of value and safe haven asset the other is speculative digits that exist in the ether. $BTC $IBIT $GLD $XAU"  
[X Link](https://x.com/TylerHardt/status/1978882767342522509) [@TylerHardt](/creator/x/TylerHardt) 2025-10-16T17:56Z 1985 followers, XXX engagements


"@VmolBr @Aureliusltd28 Here you go. The Loan Syndication Banks vs the Private Credit Guys. Market says Private Credit has more cockroaches. $JPM $BAC $WFC $OWL $ARES $KKR"  
[X Link](https://x.com/TylerHardt/status/1978914193727209884) [@TylerHardt](/creator/x/TylerHardt) 2025-10-16T20:01Z 1985 followers, 10.3K engagements


"@Aureliusltd28 Here you go. Here is YTD. A banger Indeed"  
[X Link](https://x.com/TylerHardt/status/1978915915753263581) [@TylerHardt](/creator/x/TylerHardt) 2025-10-16T20:08Z 1985 followers, XXX engagements


"@Aureliusltd28 I never liked $WFC anyway. Nice call on $C"  
[X Link](https://x.com/TylerHardt/status/1978918399922057289) [@TylerHardt](/creator/x/TylerHardt) 2025-10-16T20:18Z 1985 followers, XXX engagements


"But it doesn't stop at MBS or Private Credit. All of a sudden the bank doesn't want to loan any money to anybody for any reason. Lack of lending leads to less bids which leads to falling prices which leads to more defaults beyond the initial kindling. Private Credit slows then Levered Loans then CLOs then Bank Loans then Syndicated Loans then Publicly traded investment grade debt. It can spiral quickly once you lose confidence in your counterparty and asset prices start falling. Not saying it doesn't stop quickly but if it doesn't the path forward isn't pretty"  
[X Link](https://x.com/TylerHardt/status/1978940672775164344) [@TylerHardt](/creator/x/TylerHardt) 2025-10-16T21:46Z 1985 followers, XX engagements


"@SayNoToTrading If indications from higher pricing and lower benefits in the $ELV Medicare Advantage plans that were released this week are reflected in their outlook I would expect to see a forecast that includes a lower MLR and higher profitability for 2026 than 2025"  
[X Link](https://x.com/TylerHardt/status/1978969295062270088) [@TylerHardt](/creator/x/TylerHardt) 2025-10-16T23:40Z 1985 followers, XXX engagements


"More private credit losses secured. $MSFT $OWL"  
[X Link](https://x.com/TylerHardt/status/1978970624476483732) [@TylerHardt](/creator/x/TylerHardt) 2025-10-16T23:45Z 1985 followers, 1310 engagements


"@LogicalThesis $META is big winner here $OWL not so much. Taking XX% ownership of a depreciated asset and they certainly arent getting private credit like interest rates on loans to META. As per $MSFT typo"  
[X Link](https://x.com/TylerHardt/status/1978981081442365541) [@TylerHardt](/creator/x/TylerHardt) 2025-10-17T00:27Z 1985 followers, XXX engagements


"@LogicalThesis They have $300B in assets that their LPs are marking at Par and expect to earn XX% with no volatility and these guys are considered the Private Credit firm with the highest underwriting standards. The Fed thinks $OWL going under could be problematic.πŸ‘‡πŸΌ"  
[X Link](https://x.com/TylerHardt/status/1978989539155689588) [@TylerHardt](/creator/x/TylerHardt) 2025-10-17T01:00Z 1985 followers, XXX engagements


"@_grojo Chart is not looking good. $CVNA"  
[X Link](https://x.com/TylerHardt/status/1979265481929560230) [@TylerHardt](/creator/x/TylerHardt) 2025-10-17T19:17Z 1981 followers, XXX engagements


"So a company that didnt exist XX months ago IPOd at $XXXX billion and doesnt even have a business yet as they still have to somehow build a nuclear plant natural gas plants and a data center in the middle of nowhere on the North Texas Plains. But no bubble $FRMI @DarioCpx"  
[X Link](https://x.com/TylerHardt/status/1974812509396783355) [@TylerHardt](/creator/x/TylerHardt) 2025-10-05T12:22Z 1981 followers, XXX engagements


"@ShaleTier7 There is downside in a takings claim in federal court with option for FPSO in X years. Plus I didnt have CA trying to save their refineries and opening new drilling permits but that happened too. What happens more refineries shut Its a reasonably priced call option. $SOC"  
[X Link](https://x.com/TylerHardt/status/1978267577366307078) [@TylerHardt](/creator/x/TylerHardt) 2025-10-15T01:11Z 1981 followers, 2315 engagements


"I remember back in 2008 auto loan defaults held up relatively well compared to mortgages & credit cards. The rationale at the time was people kept paying auto loans because they still needed a car to get to work. So what does todays delinquency rate say about the jobs market"  
[X Link](https://x.com/TylerHardt/status/1979183256722346235) [@TylerHardt](/creator/x/TylerHardt) 2025-10-17T13:50Z 1981 followers, XXX engagements


"@AdvisorJohn I use Gemini but when I talk to people I say Chat GPT as default because it was the most promoted LLM out of the gate and it has become a verb akin to Kleenex or Xerox. Just easier for communication. I suspect others are doing the same and have also moved on to Gemini or Grok"  
[X Link](https://x.com/TylerHardt/status/1979184552338657530) [@TylerHardt](/creator/x/TylerHardt) 2025-10-17T13:55Z 1981 followers, 2998 engagements


"Wonder how many private credit funds have Adler Pelzer notes $OWL $BX $APO"  
[X Link](https://x.com/TylerHardt/status/1979213945312248224) [@TylerHardt](/creator/x/TylerHardt) 2025-10-17T15:52Z 1981 followers, XXX engagements


"@_grojo Ignore what people on here say. You should focus on the actions of of the CEO. Here is every Buy and Sell for the CEO Earnie Garcia (note there are no buys). He has unloaded 982000 this year. He sells almost every day. $CVNA"  
[X Link](https://x.com/TylerHardt/status/1979264325912240538) [@TylerHardt](/creator/x/TylerHardt) 2025-10-17T19:12Z 1981 followers, XXX engagements


"@DarwinAwards_ πŸ‘€πŸ‘‡πŸΌ I would like to nominate this guy for a Darwin Award. $SOC"  
[X Link](https://x.com/TylerHardt/status/1979615492714475798) [@TylerHardt](/creator/x/TylerHardt) 2025-10-18T18:28Z 1981 followers, XXX engagements


"There is no way for Oracle to pay for this with cash flow. They must raise equity or debt to fund their ambitions. Until now the AI infrastructure boom has been almost entirely self-funded by the cash flow flows of a select view hyper skaters. Oracle has broken the pattern What had been a disciplined cash-flow-funded race may now turn into a debt-fueled arms race. - Dan OLaughlin of Fabricated Knowledge $ORCL @hkuppy"  
[X Link](https://x.com/TylerHardt/status/1979198524991398322) [@TylerHardt](/creator/x/TylerHardt) 2025-10-17T14:51Z 1981 followers, XXX engagements


"$VAL and $NE backlog is outperforming $RIG"  
[X Link](https://x.com/TylerHardt/status/1973836564469067949) [@TylerHardt](/creator/x/TylerHardt) 2025-10-02T19:44Z 1981 followers, 3093 engagements


"Want to know how little insider purchases are happening right now The insider scoop section of this weekend Barrons magazine @barronsonline dedicated a quarter page on reporting that the $FDS chief legal officer bought a whopping $100000 of stock. Whopty-Fcking-Doo"  
[X Link](https://x.com/TylerHardt/status/1977541597446172708) [@TylerHardt](/creator/x/TylerHardt) 2025-10-13T01:07Z 1981 followers, XXX engagements


"Another Sub Prime Auto Lender is being pushed into bankruptcy for not paying their loans. The evidence is piling up that Sub-Prime Auto is in real trouble which means that $CVNA is going to get smoked"  
[X Link](https://x.com/TylerHardt/status/1979246286252523755) [@TylerHardt](/creator/x/TylerHardt) 2025-10-17T18:01Z 1981 followers, XXX engagements


"@hkuppy Starbucks really needs an E. Coli outbreak because that seems to be the only thing Brian can solve. $SBX investors about to find out the overpaid and are dead in the water. Plus no one wants $X coffees"  
[X Link](https://x.com/TylerHardt/status/1979608700966035619) [@TylerHardt](/creator/x/TylerHardt) 2025-10-18T18:01Z 1981 followers, XXX engagements


"@StealthQE4 Wow. This probably doesnt bode too well for $CVNA. They dont even have a positive cash flowing service department to lean on"  
[X Link](https://x.com/TylerHardt/status/1979886514051117250) [@TylerHardt](/creator/x/TylerHardt) 2025-10-19T12:25Z 1981 followers, XXX engagements

[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@TylerHardt Avatar @TylerHardt Nothing To See Here

Nothing To See Here posts on X about $owl, $cvna, $jpm, $crwv the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.

Engagements: XXXXX #

Engagements Line Chart

  • X Week XXXXXX +475%
  • X Month XXXXXX -XX%
  • X Months XXXXXXXXX +54%
  • X Year XXXXXXXXX +346%

Mentions: XX #

Mentions Line Chart

  • X Week XX +84%
  • X Month XXX -XX%
  • X Months XXX +47%
  • X Year XXXXX +273%

Followers: XXXXX #

Followers Line Chart

  • X Week XXXXX +1.70%
  • X Month XXXXX +3.60%
  • X Months XXXXX +114%
  • X Year XXXXX +575%

CreatorRank: XXXXXXXXX #

CreatorRank Line Chart

Social Influence #


Social category influence stocks XXXX% cryptocurrencies XXXX% finance XXXX% technology brands XXXX% countries XXXX% automotive brands XXXX%

Social topic influence $owl #2, $cvna #46, $jpm #60, $crwv #187, $nvda #2237, $msft #177, msft 0.61%, nvda #504, $val 0.61%, bitcoin XXXX%

Top accounts mentioned or mentioned by @logicalthesis @dimartinobooth @parrotcapital @bradmunchen @hkuppy @consensusgurus @erictheumpire @aimhonesty @viceroyresearch @ces921 @stanphylcap @westcarlif @cedarreseach @christankerfund @jasonstrom84409 @wsj @boglebuffetbits @aureliusltd28 @seawolfcap @pablo01618

Top assets mentioned OwlDAO (OWL) Carvana Co. (CVNA) JPMorgan Chase (JPM) CoreWeave, Inc. (CRWV) NVIDIA Corp. (NVDA) Microsoft Corp. (MSFT) Validity (VAL) Bitcoin (BTC) Lennar Corporation (LEN) Oracle Corporation (ORCL) Tesla, Inc. (TSLA) Noble Corporation (NE) Transocean LTD. (RIG) CME Group Inc (CME) Diageo plc (DEO) Toll Brothers, Inc. (TOL) PulteGroup, Inc. (PHM) Wells Fargo & Co (WFC) Sable Offshore Corp. (SOC) Broadcom, Inc. (AVGO) NuScale Power Corporation (SMR) Sleepless AI (AI) Super Micro Computer, Inc. Common Stock (SMCI) Dell Technologies, Inc. (DELL) Walrus (WAL) Zions Bancorporation, NA. (ZION) UBS Group AG (UBS) Credit Suisse Group (CS) BP p.l.c. (BP) Fifth Third Bancorp (FITB) T-Mobile (TMUS) Altria Group Inc (MO) Philip Morris International Inc. (PM) Kraft Heinz Co (KHC) Hershey Co (HSY) Verizon Communications Inc. (VZ) AT&T Inc. (T) Old Dominion Freight Line Inc (ODFL) J B Hunt Transport Services Inc (JBHT) United Airlines Holdings, Inc. (UAL) Cboe Global Markets, Inc. (CBOE) Bitforex Token (BF) Generac Holdings Inc. (GNRC) Range Resources, Corp. (RRC) Arweave (AR) D R Horton Inc (DHI) ON Semiconductor, Corp. (ON) GM (GM) Ally Financial, Inc. (ALLY) Home Depot, Inc. (HD) Lowes Companies Inc (LOW) Cisco Systems Inc (CSCO) Hewlett Packard Enterprise Co (HPE) iShares BTC Trust (IBIT) SPDR GOLD ETF (GLD) Gold (XAU) Basis Cash (BAC) Ares Protocol (ARES) KKR & Co, Inc. (KKR) Elevance Health Inc (ELV)

Top Social Posts #


Top posts by engagements in the last XX hours

"@EventDrivenEddy @VmolBr @Aureliusltd28 Thats right. But I think the market is trying to distinguish between the quality to the quality of the underwriting capacity at origination. I would also not the banks all have large wealth management arms and trading businesses which would significantly buffer their business"
X Link @TylerHardt 2025-10-17T12:47Z 1981 followers, XX engagements

"Uh-oh $CRWV $NVDA $MSFT"
X Link @TylerHardt 2025-10-17T13:42Z 1981 followers, 1649 engagements

"According to $JPM in the PJM region XX% of last years increased electricity cost was the result of data center demand. Recent economic indicators published by the Feds New York & Philly branches show broad weakness in the PJM service area. When do voters say enough $CRWV"
X Link @TylerHardt 2025-10-17T14:36Z 1981 followers, XXX engagements

"@hkuppy $ORCL $CRWV $NVDA"
X Link @TylerHardt 2025-10-17T14:37Z 1981 followers, XXX engagements

"The AI Datacenter basket is ugly today. $CRWV $ORCL $AVGO $SMR $AI $SMCI $DELL"
X Link @TylerHardt 2025-10-17T17:51Z 1981 followers, XXX engagements

"More allegations of Fraud. All does not appear to be all-right in credit land. $WAL $ZION"
X Link @TylerHardt 2025-10-16T14:15Z 1981 followers, 2908 engagements

"@MrMojoRisinX The why is really just commentary related to the fact that both the CEO of $JPM and $OWL are fighting over which group has worse underwriting in light of the realization that there may be a lot of poorly underwriter loans out there"
X Link @TylerHardt 2025-10-17T12:59Z 1981 followers, XX engagements

"@Tesla $TSLA IS A FRAUD. Yeah I said it. Your tweet literally justifies ISSs decision"
X Link @TylerHardt 2025-10-18T00:13Z 1981 followers, XXX engagements

"Why Hello There Check out Oil Services finally overcoming resistance and then bouncing of it. If we get to XX this is off to the races. $OIH $VAL $NE $RIG $BORR"
X Link @TylerHardt 2025-08-28T18:08Z 1984 followers, 3483 engagements

"Looks like $UBS still has some turds lurking on the Credit Suisse books and needs a recession so they have an excuse to take more write-offs without absorbing any blame. Friendly reminder stock is at all time highs. Just saying"
X Link @TylerHardt 2025-09-14T13:26Z 1985 followers, XXX engagements

"$400000 per day for DS-12 in Egypt for $BP is better than a kick in the teeth. Still no X handles. $VAL"
X Link @TylerHardt 2025-10-13T12:58Z 1983 followers, 1041 engagements

"@Currycarrier1 @DarioCpx I don't know about that. It seemed quite noticeable to Fifth Third Bank $FITB who has to issue a 8-K saying they lost $XXX million on TriColor. $CVNA has trouble properly registering vehicles you honestly think their Sub-Prime lending systems and protocols are kosher"
X Link @TylerHardt 2025-10-13T13:40Z 1983 followers, XXX engagements

"Not a great day to be a defensive play like a consumer staple or telecom stock. $MO $PM $KHC $LVUE $HSY $VZ $T $TMUS"
X Link @TylerHardt 2025-10-13T17:51Z 1984 followers, XXX engagements

"🚨BREAKING: "Treasury Secretary Bessent says a stock market decline wont deter the U.S. from taking strong action against China""
X Link @TylerHardt 2025-10-15T12:55Z 1985 followers, XXX engagements

"@Crowded_Mkt_Rpt While we are out there posting stupid charts how about Bitcoin in $NVDA Terms. By the way Gold is up XXX% today and $BTC is down -1.6%"
X Link @TylerHardt 2025-10-15T20:48Z 1985 followers, XXX engagements

"@TheStalwart @tracyalloway @GMakoff I'm looking forward to listening on the way home tonight but I was wondering if you guys discussed the fact that Scott Bessent's old boss Stanley Drunkenmiller is also the second largest holder of the Argentina ETF before the announcement we are bailing them out"
X Link @TylerHardt 2025-10-15T20:51Z 1985 followers, XXX engagements

"@FreightAlley $ODFL or $JBHT"
X Link @TylerHardt 2025-10-15T21:50Z 1983 followers, XXX engagements

"Just hours before U.S. President Donald Trump implemented a XXX% tariff on Chinese imports an anonymous trader took a massive short position on Bitcoin and reportedly earned $XX million when prices plunged. @hkuppy"
X Link @TylerHardt 2025-10-16T12:57Z 1984 followers, XXX engagements

"Your right it is speculation so far. But in 2007 it was also speculation based on nothing more than a $XXX million hedge fund at Bear Stearns that invested in subprime loans and CDOs blew up. Almost everyone including me completely dismissed it. I'm not saying it is certain to happen here too but the door for it to spread is open and fears over counterparty risk and poor underwriting in very real right now you can see it in the stock reactions. I am simply suggesting that we should all have our antenna up instead of dismissing these defaults out of hand"
X Link @TylerHardt 2025-10-16T21:54Z 1985 followers, XX engagements

"@ConsensusGurus FYI going long $UAL into earnings was a high conviction call circulated by the prime desk at JPM earlier this week"
X Link @TylerHardt 2025-10-17T00:50Z 1984 followers, XX engagements

"This is weird. $CBOE and $CME are down more than the market on a crappy day for the markets. Usually these guys do well on days like today as they have low/negative Beta"
X Link @TylerHardt 2025-09-02T19:00Z 1985 followers, XXX engagements

"The look of disgust on the workers faces behind the Premier of Ontario as he pours out a nice bottle of Whiskey. Tells you all you need to know about how disconnected these Politicians are from their constituency. Also isn't Crown Royal a Canadian Whiskey $DEO ARTIC F*KING MEXICO @AlderLaneEggs @ParrotCapital"
X Link @TylerHardt 2025-09-02T20:40Z 1985 followers, 2284 engagements

"It's been a while since I've seen spirits sales increase. Way to go everyone πŸ™Œ $BF $DEO"
X Link @TylerHardt 2025-09-16T18:58Z 1985 followers, XXX engagements

"Here is builders inventory of unsold homes and that same figure in months of supply. Both are significantly elevated but supply is still short of 2007 peak and even the 2021 run-up. $PHM $LEN $TOL"
X Link @TylerHardt 2025-09-22T10:31Z 1985 followers, XXX engagements

"Uh oh. Apparently $LEN is either warehousing their below-market-rate-incentive mortgages for far too long or no one wants to buy their mortgages because of their paltry XXX% interest rates. Seems highly problematic. 2007 type vibes. @DiMartinoBooth @DonMiami3"
X Link @TylerHardt 2025-09-23T15:21Z 1985 followers, XXX engagements

"Apparently the $GNRC shareholders are disappointed that this hurricane season is turning into a dud. Seems kind of early to call that"
X Link @TylerHardt 2025-09-25T15:59Z 1985 followers, XXX engagements

"Just think orders for natural gas driven power production capacity has doubled from the rate of the past X years representing an incremental XX Gigawatts of unexpected capacity over the next X years alone and people are still bearish natural gas $RRC $AR $BOIL $XOP"
X Link @TylerHardt 2025-10-02T11:45Z 1985 followers, XXX engagements

"I really like Mr. Duffy I am a $CME shareholder but I struggle with the idea of introducing 1-hour long binary-outcome contracts on commodities. Terry is right that it's not investing; but he's wrong that its speculating. This is strait gambling because there is no way that a 1-hour contract purchased on FanDuel benefits price discovery as he claims"
X Link @TylerHardt 2025-10-02T13:10Z 1985 followers, XXX engagements

"@onechancefreedm Homebuilders should immediately respond with this chart of unsold but completed homes. They are building homes and no body wants them. If Trump wants to lower the price of housing maybe he should attack the Fed's independence & kick out all the immigrants. $TOL $PHM $DHI $LEN"
X Link @TylerHardt 2025-10-13T13:31Z 1985 followers, XXX engagements

"seems like commodities in General are ripping but flows show it is almost entire metals like Gold Silver and Copper. Meanwhile Energy and Agriculture commodities can't get a bid. #OOTT"
X Link @TylerHardt 2025-10-14T20:06Z 1985 followers, XXX engagements

"Not great news for a recovery in $ON anytime soon. Probably has a big Q3 as auto OEMs pushed aggressively to clear EV units before stimies went bye-bye. But then what $GM $F $TSLA"
X Link @TylerHardt 2025-10-15T11:54Z 1985 followers, XXX engagements

"Since Tri-Color filed bankruptcy on September 10th through yesterday $JPM is up X% while $OWL fell -8%. Looks like the market think this is a Private Credit issue not a syndicated loan problem"
X Link @TylerHardt 2025-10-15T22:25Z 1985 followers, XXX engagements

"@Aureliusltd28 Since Tricolor declared bankruptcy on 9/10 $JPM has outpaced $OWL by 10.2%. Wall Street seems to think that the cockroaches are emanating from the Private Credit world not the syndicated loan market"
X Link @TylerHardt 2025-10-16T13:02Z 1985 followers, 3509 engagements

"Probably Nothing. πŸ‘‡ $CVNA"
X Link @TylerHardt 2025-10-16T15:07Z 1985 followers, XXX engagements

"Harvard's Housing Gurus are calling for more subdued Remodeling Activity. Not exactly great news for $HD and $LOW"
X Link @TylerHardt 2025-10-16T15:38Z 1985 followers, XXX engagements

"This slide from $HPE seems super bullish for $CSCO"
X Link @TylerHardt 2025-10-16T16:34Z 1985 followers, XXX engagements

"Here is a chart of Bitcoin and Gold over the last XX days. One of these is a store of value and safe haven asset the other is speculative digits that exist in the ether. $BTC $IBIT $GLD $XAU"
X Link @TylerHardt 2025-10-16T17:56Z 1985 followers, XXX engagements

"@VmolBr @Aureliusltd28 Here you go. The Loan Syndication Banks vs the Private Credit Guys. Market says Private Credit has more cockroaches. $JPM $BAC $WFC $OWL $ARES $KKR"
X Link @TylerHardt 2025-10-16T20:01Z 1985 followers, 10.3K engagements

"@Aureliusltd28 Here you go. Here is YTD. A banger Indeed"
X Link @TylerHardt 2025-10-16T20:08Z 1985 followers, XXX engagements

"@Aureliusltd28 I never liked $WFC anyway. Nice call on $C"
X Link @TylerHardt 2025-10-16T20:18Z 1985 followers, XXX engagements

"But it doesn't stop at MBS or Private Credit. All of a sudden the bank doesn't want to loan any money to anybody for any reason. Lack of lending leads to less bids which leads to falling prices which leads to more defaults beyond the initial kindling. Private Credit slows then Levered Loans then CLOs then Bank Loans then Syndicated Loans then Publicly traded investment grade debt. It can spiral quickly once you lose confidence in your counterparty and asset prices start falling. Not saying it doesn't stop quickly but if it doesn't the path forward isn't pretty"
X Link @TylerHardt 2025-10-16T21:46Z 1985 followers, XX engagements

"@SayNoToTrading If indications from higher pricing and lower benefits in the $ELV Medicare Advantage plans that were released this week are reflected in their outlook I would expect to see a forecast that includes a lower MLR and higher profitability for 2026 than 2025"
X Link @TylerHardt 2025-10-16T23:40Z 1985 followers, XXX engagements

"More private credit losses secured. $MSFT $OWL"
X Link @TylerHardt 2025-10-16T23:45Z 1985 followers, 1310 engagements

"@LogicalThesis $META is big winner here $OWL not so much. Taking XX% ownership of a depreciated asset and they certainly arent getting private credit like interest rates on loans to META. As per $MSFT typo"
X Link @TylerHardt 2025-10-17T00:27Z 1985 followers, XXX engagements

"@LogicalThesis They have $300B in assets that their LPs are marking at Par and expect to earn XX% with no volatility and these guys are considered the Private Credit firm with the highest underwriting standards. The Fed thinks $OWL going under could be problematic.πŸ‘‡πŸΌ"
X Link @TylerHardt 2025-10-17T01:00Z 1985 followers, XXX engagements

"@_grojo Chart is not looking good. $CVNA"
X Link @TylerHardt 2025-10-17T19:17Z 1981 followers, XXX engagements

"So a company that didnt exist XX months ago IPOd at $XXXX billion and doesnt even have a business yet as they still have to somehow build a nuclear plant natural gas plants and a data center in the middle of nowhere on the North Texas Plains. But no bubble $FRMI @DarioCpx"
X Link @TylerHardt 2025-10-05T12:22Z 1981 followers, XXX engagements

"@ShaleTier7 There is downside in a takings claim in federal court with option for FPSO in X years. Plus I didnt have CA trying to save their refineries and opening new drilling permits but that happened too. What happens more refineries shut Its a reasonably priced call option. $SOC"
X Link @TylerHardt 2025-10-15T01:11Z 1981 followers, 2315 engagements

"I remember back in 2008 auto loan defaults held up relatively well compared to mortgages & credit cards. The rationale at the time was people kept paying auto loans because they still needed a car to get to work. So what does todays delinquency rate say about the jobs market"
X Link @TylerHardt 2025-10-17T13:50Z 1981 followers, XXX engagements

"@AdvisorJohn I use Gemini but when I talk to people I say Chat GPT as default because it was the most promoted LLM out of the gate and it has become a verb akin to Kleenex or Xerox. Just easier for communication. I suspect others are doing the same and have also moved on to Gemini or Grok"
X Link @TylerHardt 2025-10-17T13:55Z 1981 followers, 2998 engagements

"Wonder how many private credit funds have Adler Pelzer notes $OWL $BX $APO"
X Link @TylerHardt 2025-10-17T15:52Z 1981 followers, XXX engagements

"@_grojo Ignore what people on here say. You should focus on the actions of of the CEO. Here is every Buy and Sell for the CEO Earnie Garcia (note there are no buys). He has unloaded 982000 this year. He sells almost every day. $CVNA"
X Link @TylerHardt 2025-10-17T19:12Z 1981 followers, XXX engagements

"@DarwinAwards_ πŸ‘€πŸ‘‡πŸΌ I would like to nominate this guy for a Darwin Award. $SOC"
X Link @TylerHardt 2025-10-18T18:28Z 1981 followers, XXX engagements

"There is no way for Oracle to pay for this with cash flow. They must raise equity or debt to fund their ambitions. Until now the AI infrastructure boom has been almost entirely self-funded by the cash flow flows of a select view hyper skaters. Oracle has broken the pattern What had been a disciplined cash-flow-funded race may now turn into a debt-fueled arms race. - Dan OLaughlin of Fabricated Knowledge $ORCL @hkuppy"
X Link @TylerHardt 2025-10-17T14:51Z 1981 followers, XXX engagements

"$VAL and $NE backlog is outperforming $RIG"
X Link @TylerHardt 2025-10-02T19:44Z 1981 followers, 3093 engagements

"Want to know how little insider purchases are happening right now The insider scoop section of this weekend Barrons magazine @barronsonline dedicated a quarter page on reporting that the $FDS chief legal officer bought a whopping $100000 of stock. Whopty-Fcking-Doo"
X Link @TylerHardt 2025-10-13T01:07Z 1981 followers, XXX engagements

"Another Sub Prime Auto Lender is being pushed into bankruptcy for not paying their loans. The evidence is piling up that Sub-Prime Auto is in real trouble which means that $CVNA is going to get smoked"
X Link @TylerHardt 2025-10-17T18:01Z 1981 followers, XXX engagements

"@hkuppy Starbucks really needs an E. Coli outbreak because that seems to be the only thing Brian can solve. $SBX investors about to find out the overpaid and are dead in the water. Plus no one wants $X coffees"
X Link @TylerHardt 2025-10-18T18:01Z 1981 followers, XXX engagements

"@StealthQE4 Wow. This probably doesnt bode too well for $CVNA. They dont even have a positive cash flowing service department to lean on"
X Link @TylerHardt 2025-10-19T12:25Z 1981 followers, XXX engagements

@TylerHardt
/creator/twitter::TylerHardt