#  @Uzocapital Uzo
Uzo posts on X about $aspi, $asts, in the, $lode the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.
### Engagements: [---] [#](/creator/twitter::2345164333/interactions)
- [--] Week [-----] -91%
- [--] Month [-------] -11%
- [--] Months [-------] +31%
- [--] Year [-------] -6.70%
### Mentions: [--] [#](/creator/twitter::2345164333/posts_active)
- [--] Week [--] -42%
- [--] Month [--] +28%
- [--] Months [---] +9.30%
- [--] Year [---] -0.71%
### Followers: [-----] [#](/creator/twitter::2345164333/followers)
- [--] Week [-----] +0.18%
- [--] Month [-----] +3.60%
- [--] Months [-----] +21%
- [--] Year [-----] +53%
### CreatorRank: [---------] [#](/creator/twitter::2345164333/influencer_rank)
### Social Influence
**Social category influence**
[stocks](/list/stocks) 47.06% [finance](/list/finance) 36.03% [countries](/list/countries) 8.09% [cryptocurrencies](/list/cryptocurrencies) 3.68% [technology brands](/list/technology-brands) 3.68% [social networks](/list/social-networks) 2.21% [exchanges](/list/exchanges) 1.47% [travel destinations](/list/travel-destinations) 0.74%
**Social topic influence**
[$aspi](/topic/$aspi) #19, [$asts](/topic/$asts) #434, [in the](/topic/in-the) 13.97%, [$lode](/topic/$lode) #6, [$xpof](/topic/$xpof) 10.29%, [$iwgl](/topic/$iwgl) #1, [$tbla](/topic/$tbla) #1, [$plby](/topic/$plby) #9, [$talk](/topic/$talk) 9.56%, [$rely](/topic/$rely) 7.35%
**Top accounts mentioned or mentioned by**
[@spacanpanman](/creator/undefined) [@nukular11](/creator/undefined) [@planetmicrocap](/creator/undefined) [@kevinlmak](/creator/undefined) [@fundasyinvestor](/creator/undefined) [@marketplunger1](/creator/undefined) [@lazereater](/creator/undefined) [@curiousinhell](/creator/undefined) [@dastanylfc](/creator/undefined) [@mike10947310](/creator/undefined) [@whirlybard](/creator/undefined) [@fuzzypandapa](/creator/undefined) [@jarorogue](/creator/undefined) [@banyanlanecap](/creator/undefined) [@joinyellowbrick](/creator/undefined) [@hareng_rouge](/creator/undefined) [@wexboy_value](/creator/undefined) [@ottermarket](/creator/undefined) [@chitchatstocks](/creator/undefined) [@1035capital](/creator/undefined)
**Top assets mentioned**
[ASP Isotopes Inc. (ASPI)](/topic/$aspi) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [Xponential Fitness, Inc. (XPOF)](/topic/$xpof) [Remitly Global, Inc. (RELY)](/topic/$rely) [Grab Holdings Limited Class A Ordinary Shares (GRAB)](/topic/$grab) [AppLovin Corporation (APP)](/topic/$app) [Centrus Energy Corp. (LEU)](/topic/$leu) [SKYX Platforms Corp. (SKYX)](/topic/$skyx) [Verizon Communications Inc. (VZ)](/topic/$vz)
### Top Social Posts
Top posts by engagements in the last [--] hours
"Rightmove $RMV.L & Autotrader $AUTO.L trading on 13x GAAP PE 2027.growing UK monopolies with pricing power 50% free cashflow margins. Struggle to see why a dominant [--] sided network + destination website gets disrupted by ai vs layering ai tools themselves What am i missng"
[X Link](https://x.com/Uzocapital/status/2019039864260534279) 2026-02-04T13:26Z [----] followers, 13.6K engagements
"$NESN.SW $NESN - got back into Nestle LEAPS (Dec 2027). valuation is trough lowest implied vol name globally new management arrived record share price drawdownnot sure when the operational turnaround bears fruit but plenty of recovery / re-rating potential"
[X Link](https://x.com/Uzocapital/status/1976249627545567380) 2025-10-09T11:33Z [----] followers, 11.9K engagements
"I've only ever bought [--] stocks on the CSE (Canadian Securities Exchange) and they are my biggest winners this year ( $VST.CN & $HG.CN ). Any others CSE stocks that are compelling but are largely ignored"
[X Link](https://x.com/Uzocapital/status/1968760708474060802) 2025-09-18T19:35Z [----] followers, [----] engagements
"$XPOF - guidance reiterated (no downgrades for first time in many quarters). [----] will look a lot cleaner with material FCF inflection if refinancing materialised as expected. $TBLA - beat raise accelerating growth aggressive buybacks. Thesis on track"
[X Link](https://x.com/Uzocapital/status/1986742719243231457) 2025-11-07T10:29Z [----] followers, [----] engagements
"$PEW / $CLBR .now trading at $3.5.less than cash in the bank (negative EV). I dont short but if i did $CLBR would be in my crosshairs. No growth single digit gross margins likely unprofitable when burdened with public company costswithin a week of de-spac nobody will care about Omeed/Trump Jr involvementrerun of $PSQH -80% from de-spac ($2) I dont short but if i did $CLBR would be in my crosshairs. No growth single digit gross margins likely unprofitable when burdened with public company costswithin a week of de-spac nobody will care about Omeed/Trump Jr involvementrerun of $PSQH -80% from"
[X Link](https://x.com/Uzocapital/status/1994326725488947489) 2025-11-28T08:45Z [----] followers, [----] engagements
"@OtterMarket $XPOF + $RELY"
[X Link](https://x.com/Uzocapital/status/1996112321547284742) 2025-12-03T07:00Z [----] followers, [---] engagements
"I love royalty businesses with a long growth runway on low multiples (ala $IWG.L $PLBY $XPOF). Excellent write up from Jon at Sohra Peak on $DBO.TO fits that the same criteria. Disclosure I'm long. Sohra Peak is long D-BOX Technologies $DBO.TO D-BOX is a niche haptics company with high-margin recurring royalties and inflecting profits unfamiliar to most due to mismanagement for 20+ years Current Year P/E 11x EPS +15-20% ROIC 47% New memo available in tweet below (1/2) https://t.co/TPmUwCN5IX Sohra Peak is long D-BOX Technologies $DBO.TO D-BOX is a niche haptics company with high-margin"
[X Link](https://x.com/Uzocapital/status/1996964337756295525) 2025-12-05T15:26Z [----] followers, [----] engagements
"$XPOF - refinancing is secured. Interest savings not as material as i had hoped but positive is that the convertible prefs is gone (13% of FD SO). This positions the company to be a share cannibal.very accretive given today's multiple. $XPOF - guidance reiterated (no downgrades for first time in many quarters). [----] will look a lot cleaner with material FCF inflection if refinancing materialised as expected. $TBLA - beat raise accelerating growth aggressive buybacks. Thesis on track $XPOF - guidance reiterated (no downgrades for first time in many quarters). [----] will look a lot cleaner with"
[X Link](https://x.com/Uzocapital/status/1998402547720044840) 2025-12-09T14:41Z [----] followers, [----] engagements
"$RELY Guidance looks solid 4x EV/EBITDA in 2028.growth stock on a value multiple 🚨 $RELY RELEASES MEDIUM-TERM OUTLOOK 🚨 [----] Guidance - Revenue: growth in the high teens range - Adjusted EBITDA: $300m to $320m (vs. $295m est.) [----] Financial Targets - Revenue: $2.6b to $3.0b (vs. $2.53b est.) - Adjusted EBITDA: $575m to $600m (20% to 22% Margin) https://t.co/RxMRYeG1Za 🚨 $RELY RELEASES MEDIUM-TERM OUTLOOK 🚨 [----] Guidance - Revenue: growth in the high teens range - Adjusted EBITDA: $300m to $320m (vs. $295m est.) [----] Financial Targets - Revenue: $2.6b to $3.0b (vs. $2.53b est.) - Adjusted"
[X Link](https://x.com/Uzocapital/status/1998412260151013586) 2025-12-09T15:19Z [----] followers, [----] engagements
"@chitchatstocks $RELY $WISE.but you know that already"
[X Link](https://x.com/Uzocapital/status/1998815193221181748) 2025-12-10T18:00Z [----] followers, [---] engagements
"I typically find multi-bagger opportunities in microcaps but I think $RELY is an exception within midcap land. I've written it up on s*stack (see bio for link) covering why i think it is a credible 3-4 bagger over [--] years"
[X Link](https://x.com/Uzocapital/status/1999135159174471921) 2025-12-11T15:12Z [----] followers, [----] engagements
"TLDR: $RELY founder led capital light leader in my niche Guided for [--] year CAGR: 20% rev / 35% EBITDA Valuation: 9x EBITDA [----] / 4.5x [----] 4-5x owners earnings (normalising marketing) Upside from buybacks (now authorised) earnings growth + re-rate to 20x = [--] bagger in [--] years"
[X Link](https://x.com/Uzocapital/status/1999141645762117705) 2025-12-11T15:38Z [----] followers, [----] engagements
"@FundasyInvestor if these metrics get you excited you should look at $RELY . Guidance points to growth accelerating (from mid teens in [----] to over 20% in 2027/2028).valuation similarly depressed and authorised a big share buyback quite recently"
[X Link](https://x.com/Uzocapital/status/2000589735983542559) 2025-12-15T15:32Z [----] followers, [---] engagements
"@FundasyInvestor i hear you. $RELY + $FOUR stood out most to me (in terms of valuation vs growth + track record etc).for me boiled down to $RELY being easier for me to understand (less complex) but defo see the appeal at $FOUR"
[X Link](https://x.com/Uzocapital/status/2000593012783808727) 2025-12-15T15:45Z [----] followers, [---] engagements
"Chris is one of the best for unearthing under-discovered microcap gems. He is how I first heard about $ASPI $LODE $SKYX $MOB (at $1-2 i.e. before they multi-bagged). Great pod with @marketplunger1 - highly recommend listening and subscribing to the @1035_Capital s'stack. Thanks @marketplunger1 for inviting me back onto the Podcast. Had fun as always We discuss $LODE $SKYX $MOB and $REFR Check it out below 👇 https://t.co/GuoDNvoc64 Thanks @marketplunger1 for inviting me back onto the Podcast. Had fun as always We discuss $LODE $SKYX $MOB and $REFR Check it out below 👇 https://t.co/GuoDNvoc64"
[X Link](https://x.com/Uzocapital/status/2002063971495649329) 2025-12-19T17:10Z [----] followers, 21.7K engagements
"New post out on why I've been buying calls in $VOD / $VOD.L .effectively its a leveraged bet on their sat-co JV with $ASTS . TLDR sat-co could drastic change the narrative at VOD - earnings momentum/growth/multiple/implied vol could all move higher"
[X Link](https://x.com/Uzocapital/status/2003487693146325382) 2025-12-23T15:27Z [----] followers, 39.4K engagements
"10) Ignored AI upside: $TALK $TBLA $EVC $PLBY 11) De-spacs: $ASTS $PLBY $TALK $TBLA 12) Buybacks: $IWG.L $TBLA $RELY $VST.CN $TALK 13) Health-tech B2B: $NURS.V $CLPT +1 14) Arbitration / Litigation: $PAT.L $AMM.V $PRKR 15) Space / Direct to device: $ASTS $VOD 3/4"
[X Link](https://x.com/Uzocapital/status/2005620876532994188) 2025-12-29T12:44Z [----] followers, [----] engagements
"16) Category leader & serial share gainer: $RELY $IWG.L 17) Regulation change: $RELY $EVC $SKYX 18) Spectrum $EVC $ASTS $VOD 19) Neuro breakthroughs: $CLPT 20) Nicotine Pouches: $TPB 4/4"
[X Link](https://x.com/Uzocapital/status/2005620878491730099) 2025-12-29T12:44Z [----] followers, [----] engagements
""Implied vol is so low that Vodafones stock only needs to go up 13% (12.5p) over [--] years for the at the money Dec [----] calls to break even by expiry." $VOD $VOD.L just hit 100p (up 4p / 4%).its a third of the way there in just [--] week.and there's [---] weeks remaining New post out on why I've been buying calls in $VOD / $VOD.L .effectively its a leveraged bet on their sat-co JV with $ASTS . TLDR sat-co could drastic change the narrative at VOD - earnings momentum/growth/multiple/implied vol could all move higher. https://t.co/OhZURbFat0 New post out on why I've been buying calls in $VOD / $VOD.L"
[X Link](https://x.com/Uzocapital/status/2007035914242183374) 2026-01-02T10:27Z [----] followers, [----] engagements
"@fiscal_ai can onoy think of 2: Texas Pacific Land Baltic Classified Group"
[X Link](https://x.com/Uzocapital/status/2013931173336977459) 2026-01-21T11:06Z [----] followers, [----] engagements
"$VOD $VOD.L continues to grind higher (105p +5% MTD) +50% from $ASTS Sat-co news (03/03/25) and has been quietly making YTD highs almost every month. $VOD has always been "value" but for the first time in over a decade it is exhibiting price & earnings "momentum". "Implied vol is so low that Vodafones stock only needs to go up 13% (12.5p) over [--] years for the at the money Dec [----] calls to break even by expiry." $VOD $VOD.L just hit 100p (up 4p / 4%).its a third of the way there in just [--] week.and there's [---] weeks remaining "Implied vol is so low that Vodafones stock only needs to go up 13%"
[X Link](https://x.com/Uzocapital/status/2016112244858167733) 2026-01-27T11:33Z [----] followers, [----] engagements
"Things to consider: 1) Pricing - if you are upset that the discount is too wide - participate in the raise directly or add on the post raise dip. 2) timing/sizing - is a prudence trade off. Raise more & earlier when you can vs risk being unable to raise later when you need it"
[X Link](https://x.com/Uzocapital/status/2016824947323048329) 2026-01-29T10:45Z [----] followers, [----] engagements
"What I care about is what does the per share earnings power / growth trajectory / risk profile look like post raise. If the unit economics are strong the ROI from deploying the extra capital into growth investments outweighs the cost dilution.medium term EPS goes up"
[X Link](https://x.com/Uzocapital/status/2016826581218468126) 2026-01-29T10:51Z [----] followers, [----] engagements
"Every single name I own is down today except. VODAFONE $VOD $VOD.L $VOD $VOD.L continues to grind higher (105p +5% MTD) +50% from $ASTS Sat-co news (03/03/25) and has been quietly making YTD highs almost every month. $VOD has always been "value" but for the first time in over a decade it is exhibiting price & earnings "momentum". $VOD $VOD.L continues to grind higher (105p +5% MTD) +50% from $ASTS Sat-co news (03/03/25) and has been quietly making YTD highs almost every month. $VOD has always been "value" but for the first time in over a decade it is exhibiting price & earnings "momentum""
[X Link](https://x.com/Uzocapital/status/2016946120912486469) 2026-01-29T18:46Z [----] followers, [----] engagements
"@lazereater @Rebel94289165 @Divergent7651 @ForbesJacq98528 while i agree.gotta factor in TPB only own 50% of ALP"
[X Link](https://x.com/Uzocapital/status/2017204278507589750) 2026-01-30T11:52Z [----] followers, [---] engagements
"$VZ are guiding to lower capex and committing to punchy capital returns out to 2028+12% today - biggest [--] day up move since [----] if $ASTS / D2D is part of the reason $VOD $VOD.L equity and calls are gonna explode. $VZ - Verizon shares capital allocation strategy Nearly 30% of current Mcap to be returned to shareholders via buybacks and dividends over the next [--] years Telecoms seeing the light Disclosure: I am long $VZ. https://t.co/gB60lfLZZI $VZ - Verizon shares capital allocation strategy Nearly 30% of current Mcap to be returned to shareholders via buybacks and dividends over the next 3"
[X Link](https://x.com/Uzocapital/status/2017346086797553786) 2026-01-30T21:16Z [----] followers, 28.3K engagements
"@CuriousinHell like the LRN thesis (solid pitch of YAVP + VIC) albeit i do think the bulls are too dismissive of ai disruption risk might not be given enough attention - look at what has happened to $DUOL $CHGG $NRDY"
[X Link](https://x.com/Uzocapital/status/2018367623990321158) 2026-02-02T16:55Z [----] followers, [---] engagements
"$VOD $VOD.L now 115p (+15% YTD) Given the run need a solid trading update to avoid a pullback but telcos reducing capital intensity / growing FCF / committing to shareholder returns are rippingcommon theme they are $ASTS partners $VZ $VOD $ZEG.L $VOD $VOD.L now 110p (+10% YTD). todays news: Consolidation underway in UK broadband market. Consolidation and Ran-co / full network sharing cost saving are powerful optionality to the $VOD thesis. Trading update Thursday. Potential upsized buyback given $ZEG.L proceeds. https://t.co/Oo56IqWHgu $VOD $VOD.L now 110p (+10% YTD). todays news:"
[X Link](https://x.com/Uzocapital/status/2018993476675739732) 2026-02-04T10:22Z [----] followers, [----] engagements
"@spacanpanman value buybacks dividend yield low volsounds like large cap telcos"
[X Link](https://x.com/Uzocapital/status/2019132858452045939) 2026-02-04T19:36Z [----] followers, [---] engagements
"@Nukular11 not remotely comparable. One is a monopoly with pricing power the other is a shitty business"
[X Link](https://x.com/Uzocapital/status/2019163055163052538) 2026-02-04T21:36Z [----] followers, [---] engagements
"@DastanyLFC why the perference for scout24"
[X Link](https://x.com/Uzocapital/status/2019169853576184046) 2026-02-04T22:03Z [----] followers, [---] engagements
"@peter_mantas ai job cuts = higher productivity = higher corporate profits = stocks up"
[X Link](https://x.com/Uzocapital/status/2019401152807260407) 2026-02-05T13:22Z [----] followers, [----] engagements
"@CallsPuts1 wonder when brokers arent gonna update their pages so that the right strike exercise price is referenced (spoiler its not 34.5)"
[X Link](https://x.com/Uzocapital/status/2019467154832163039) 2026-02-05T17:44Z [----] followers, [---] engagements
"I hope $TPB can remain independent to fulfil the nicotine pouch potential with ALP / FREimagine what Swedish Matchs market cap would be today if it had remained independent or was spun out of $PM Shares of Philip Morris International are now up 125% since they acquired Zyn's parent company Swedish Match. $PM https://t.co/GZ61FqILVh Shares of Philip Morris International are now up 125% since they acquired Zyn's parent company Swedish Match. $PM https://t.co/GZ61FqILVh"
[X Link](https://x.com/Uzocapital/status/2020357610034065679) 2026-02-08T04:42Z [----] followers, [----] engagements
"@Mike10947310 im referring to peptides outside of GLP1"
[X Link](https://x.com/Uzocapital/status/2021259644333592753) 2026-02-10T16:27Z [----] followers, [---] engagements
"@spacanpanman buying stock would be a good start"
[X Link](https://x.com/Uzocapital/status/2021314733396103439) 2026-02-10T20:06Z [----] followers, [---] engagements
"@YonatanMandelba @jeremyscahill even if thats true that doesnt justify been locked up indefinitely without due process / being charged.legal rights should be the bedrock of any democracy"
[X Link](https://x.com/anyuser/status/1727989623912071418) 2023-11-24T09:56Z [----] followers, [----] engagements
"$NURS.V - context: at August order run rate & margin = over 100m revenue over 100% growth PE: 4x. Ramping to December run rate = 1x PE. There are risks (compliance / GLP1 / dilution) but think very assymetric trade with multi bagger potential. Reminds me of $ZOMD a year ago. $NURS.V $HYDTF confirmed they are receiving [-----] - [-----] orders in July. They are now getting [----] orders a day They are expecting to see 4000-5000 orders a day in August They expect to see margins going to 20% range in August as well. Absolutely mindblowing $NURS.V $HYDTF confirmed they are receiving [-----] - 70000"
[X Link](https://x.com/anyuser/status/1948811738419462576) 2025-07-25T18:25Z [----] followers, 14.9K engagements
"20 Themes for 2026: 1) FCF GARP (High FCF growth low FCF multiple): $IWG.L $XPOF $DBO.TO $PLBY $TBLA $RELY 2) Growth acceleration: $PLBY $IWG.L $TBLA $NURS.V $EVC $TPB 3) Royalties: $IWG.L $XPOF $DBO.TO $PLBY 4) Profitability Inflection: $ASTS $ASPI $LODE $LIB.V 1/4"
[X Link](https://x.com/anyuser/status/2005620872879735204) 2025-12-29T12:44Z [----] followers, 20.8K engagements
"Real-asset royalties and waste are widely admired as amazing businesses and serial compounders (e.g. $TPL $FNV $WCN $WM) The emerging leaders of "real-asset waste recycling" share attributes of both. $LODE: Silver from solar panels $LIB.V: Lithium from oil & gas wastewater Great write up from @whirlybard on one of my favourite ideas $LIB.V which sits in [--] of my [----] theme buckets: 1) critical mineral tech 2) profitability inflection 3) event driven (US re-listing government grants) If you like $LODE you should look at $LIB.V Great write up from @whirlybard on one of my favourite ideas $LIB.V"
[X Link](https://x.com/Uzocapital/status/2010685378273980773) 2026-01-12T12:08Z [----] followers, 16.4K engagements
"$VOD $VOD.L now 110p (+10% YTD). todays news: Consolidation underway in UK broadband market. Consolidation and Ran-co / full network sharing cost saving are powerful optionality to the $VOD thesis. Trading update Thursday. Potential upsized buyback given $ZEG.L proceeds. $VOD $VOD.L continues to grind higher (105p +5% MTD) +50% from $ASTS Sat-co news (03/03/25) and has been quietly making YTD highs almost every month. $VOD has always been "value" but for the first time in over a decade it is exhibiting price & earnings "momentum". $VOD $VOD.L continues to grind higher (105p +5% MTD) +50% from"
[X Link](https://x.com/Uzocapital/status/2018610302409912376) 2026-02-03T08:59Z [----] followers, [----] engagements
"$PLBY: progress re-cap mid [----] vs YE 2026E pro-forma for $45m China deal: minimum guarantee: up 100%.$22m to $45m net debt: down 75%.$190m to $50m EBITDA: -$6m to +$30m FCF: -20m to +$15m S/O: +45%.74m to 107m Share Price: +160%.$0.8 to $2.1 EV: +17%. $240m to $280m $PLBY +40% post china monetisation. Exceptional execution and transformation over last [--] months. Management are hated but deserve a lot of credit. Stock still dirt cheap with lots of royalty growth ahead and earnings optionality $PLBY +40% post china monetisation. Exceptional execution and transformation over last [--] months."
[X Link](https://x.com/Uzocapital/status/2021223437629317236) 2026-02-10T14:03Z [----] followers, [----] engagements
"@SunvMikey paul & robbie have only sold shares to cover tax liabilities in $ASPI (per details in filing) but i think the $SKBL stuff is very bad corporate governance"
[X Link](https://x.com/Uzocapital/status/2021884898563481848) 2026-02-12T09:51Z [----] followers, [---] engagements
"I'll be attending the @PlanetMicroCap & @smallcapdisc conference in Vancouver on 25-26 Sept. Line up is excellent line ( $BQE.V $AVCR.V $CPH.TO $E.TO $COV.V $AEP.V $ZDC.V etc). If you are attending and keen to meet up DM me"
[X Link](https://x.com/Uzocapital/status/1835999641734643967) 2024-09-17T11:10Z [----] followers, [----] engagements
"and now $150k insider buying from the CFO $TALK $TALK.has a lot of attributes i like at $BLDE & $GRAB. = cheap & ignored de-spac huge net cash position high growth capital light biz that has just scaled to profitability / FCF +ve is buying back stock and is very cheap.and has listed warrants. $TALK.has a lot of attributes i like at $BLDE & $GRAB. = cheap & ignored de-spac huge net cash position high growth capital light biz that has just scaled to profitability / FCF +ve is buying back stock and is very cheap.and has listed warrants"
[X Link](https://x.com/Uzocapital/status/1836907596025897268) 2024-09-19T23:17Z [----] followers, 22.5K engagements
"$TALK - Why I think It could be a multi-bagger with 100% upside to [----] revenue growth and EBITDA estimates. 1) people with access to talkspace through health insurance coverage will grow +35% to c.200m (2/3 Americans) over next [--] months thanks to Medicare roll out. and now $150k insider buying from the CFO $TALK https://t.co/gTyJea5ren and now $150k insider buying from the CFO $TALK https://t.co/gTyJea5ren"
[X Link](https://x.com/anyuser/status/1841178039834579302) 2024-10-01T18:07Z [----] followers, 34.9K engagements
"New long form idea write up on $TALK on my substk - laying out why i think the stock could be a multi-bagger and the upside in the warrants could be "silly". Link in bio. $TALK - Why I think It could be a multi-bagger with 100% upside to [----] revenue growth and EBITDA estimates. 1) people with access to talkspace through health insurance coverage will grow +35% to c.200m (2/3 Americans) over next [--] months thanks to Medicare roll out. $TALK - Why I think It could be a multi-bagger with 100% upside to [----] revenue growth and EBITDA estimates. 1) people with access to talkspace through health"
[X Link](https://x.com/Uzocapital/status/1841857098474262897) 2024-10-03T15:05Z [----] followers, 25.8K engagements
"Vistry profit warning.nature of project businesses is that there are hiccups along the waycould be an opportunity for those that believe in the long term earnings power albeit does highlight the risks in these sorts of businesses $VTY.L $VTY http://otp.tools.investis.com/clients/uk/bov http://otp.tools.investis.com/clients/uk/bov"
[X Link](https://x.com/anyuser/status/1843546699047764435) 2024-10-08T06:59Z [----] followers, 14K engagements
"Re-entered $VTY $VTY.L on this -35% move market pricing the warning as a permanent impairment to medium term earnings power which is unlikely. and buybacks are more accretive at [---] than [--] Got to be bold and grab gifts like these (ala the $CPH.TO puke last month). Vistry profit warning.nature of project businesses is that there are hiccups along the waycould be an opportunity for those that believe in the long term earnings power albeit does highlight the risks in these sorts of businesses https://t.co/Q7i0eH6OYV $VTY.L $VTY Vistry profit warning.nature of project businesses is that there"
[X Link](https://x.com/anyuser/status/1843557691051905481) 2024-10-08T07:42Z [----] followers, 15.8K engagements
"Really enjoyed getting on the Value Hive Podcast to chat with @marketplunger1 about $TALK spacs warrants and music royalties. Episode is out on Spotify / Apple Music I'm getting @Uzocapital on the podcast today. We're going to dive deep into TalkSpace $TALK as well as Uzo's investment process portfolio construction and how he identifies/evaluates new ideas. What else would you want to hear I'm getting @Uzocapital on the podcast today. We're going to dive deep into TalkSpace $TALK as well as Uzo's investment process portfolio construction and how he identifies/evaluates new ideas. What else"
[X Link](https://x.com/anyuser/status/1844713669810139551) 2024-10-11T12:16Z [----] followers, 23.7K engagements
"$ASPI - Term sheet contemplates preparation of definitive documentation pursuant to which TerraPower would provide funding for the construction of a uranium enrichment facility and would purchase HALEU after the expected completion of the facility. https://ir.aspisotopes.com/news-events/press-releases/detail/42/asp-isotopes-inc-enters-into-term-sheet-with-terrapower https://ir.aspisotopes.com/news-events/press-releases/detail/42/asp-isotopes-inc-enters-into-term-sheet-with-terrapower"
[X Link](https://x.com/Uzocapital/status/1851580617126760882) 2024-10-30T11:03Z [----] followers, 14.6K engagements
"This is $ASPI's new today is HUGE.i.e. combines corporate validation (Terrapower) non-dilutive funding and material revenue visibility.the $100 blue sky is getting materially de-risked. Lots of parrallels to $ASTS / Verizon deal in May ($5 = $40 in a few months) $ASPI - Term sheet contemplates preparation of definitive documentation pursuant to which TerraPower would provide funding for the construction of a uranium enrichment facility and would purchase HALEU after the expected completion of the facility. https://t.co/jW5tBnxE4Z $ASPI - Term sheet contemplates preparation of definitive"
[X Link](https://x.com/anyuser/status/1851586721126703517) 2024-10-30T11:27Z [----] followers, 15.5K engagements
"$IWG $IWG.L Agree with this @Symmetry_Invest's take.would also add Q3 EBITDA is c$153m ie RR [----] consensus.and there are tailwinds to come from M&F pipeline + maturing locations O&L margin expansion and Worka re-acceleration. Earnings momentum has started. the IWG investment case keeps playing out based on this Q3 trading update. We still think shares are substantially undervalued trading at 7x our [----] FCF estimates for a biz that can compound that FCF at +20 % rate The transition to asset light keeps playing out with fee based https://t.co/eQTLs5dtno the IWG investment case keeps playing"
[X Link](https://x.com/anyuser/status/1853790260028715163) 2024-11-05T13:23Z [----] followers, [----] engagements
"didnt think id get another opportunity to add to $CNO.V at about $1.its a 100% US business near shoring beneficiarythat just happens to have a Canadian ticker so is getting drilled today instead of mooning"
[X Link](https://x.com/anyuser/status/1854231494832914470) 2024-11-06T18:36Z [----] followers, [----] engagements
"$GRAB. Beat raise.start of earnings upgrade cycle. Only gripe is wish they were 10x more aggressive re buybacks. With the stock at $5 I wonder they consider tendering for the warrants using their excess cash to clean up the cap structure $GRAB Indicating up another 6% pre market after +8% yesterday.not seen any news but reminder $UBER started motoring in early [----] when it started posting adj net income profitability.there is where $GRAB should be Q4 onwards. $GRAB Indicating up another 6% pre market after +8% yesterday.not seen any news but reminder $UBER started motoring in early [----] when"
[X Link](https://x.com/anyuser/status/1856210292247564409) 2024-11-12T05:39Z [----] followers, 14.9K engagements
"profitability inflection + likely earning upgrades + re-rating potential + net cash balance sheet + authorised buybacks + cheap listed warrants.keep finding names that kick all these boxes"
[X Link](https://x.com/anyuser/status/1856776525678301215) 2024-11-13T19:09Z [----] followers, 12.3K engagements
"ASP Isotopes Inc. enters into Memorandum of Understanding with the South African Nuclear Energy Corporation (Necsa) to collaborate on the research development and construction of an Advanced Nuclear Fuel Production Facility $ASPI https://ir.aspisotopes.com/news-events/press-releases/detail/47/asp-isotopes-inc-enters-into-memorandum-of-understanding This is $ASPI's new today is HUGE.i.e. combines corporate validation (Terrapower) non-dilutive funding and material revenue visibility.the $100 blue sky is getting materially de-risked. Lots of parrallels to $ASTS / Verizon deal in May ($5 = $40 in"
[X Link](https://x.com/Uzocapital/status/1857049191349895491) 2024-11-14T13:13Z [----] followers, [----] engagements
"$ASPI. Recap the recent de-risking events 1) Ytterbium enrichment news de-risks science 2) Terrapower news de-risked the commerical + capex risk 3) todays Nesca news de-risks the regulatory risk and timeline. Haleu is comingid guess in [----]. ASP Isotopes Inc. enters into Memorandum of Understanding with the South African Nuclear Energy Corporation (Necsa) to collaborate on the research development and construction of an Advanced Nuclear Fuel Production Facility $ASPI https://t.co/CwY1ELCZS1 ASP Isotopes Inc. enters into Memorandum of Understanding with the South African Nuclear Energy"
[X Link](https://x.com/Uzocapital/status/1857058775770792397) 2024-11-14T13:51Z [----] followers, 11.4K engagements
"Ocean Wall & Mike Alkin are the uranium experts I respect the most. Big call from Nick that they see Russia ban news is the Cigar Lake moment (uranium price rallied 7x in [--] months) $ASPI I see as the most asymmetric opportunity in the sector by a wide margin. Late on Friday afternoon the news that Russia has made good on their previous threat from September to introduce an export ban on $uranium to the US saw the spot price move $3 higher. It provided the largest positive daily move in the spot price since January when Kazatomprom https://t.co/nUKQs6c1uR Late on Friday afternoon the news that"
[X Link](https://x.com/Uzocapital/status/1858138084723900550) 2024-11-17T13:20Z [----] followers, 24.1K engagements
"My top investment themes today: Cheap long runway of cap light growth & margin expansion: $IWG.L $XPOF $BQE.V $COV.V $SHVA.TA Unique disruptive & mission critical: $ASPI Mispriced optionality via warrants litigation etc: $TALK $AIXI + others"
[X Link](https://x.com/anyuser/status/1858423358766911886) 2024-11-18T08:13Z [----] followers, 13.5K engagements
"just attended the Ken Griffin talk at the Oxford Uniontake aways: he spent a lot of time discussing why NUCLEAR is the future and why he has invested over $100m of his personal capital in the space. Ocean Wall & Mike Alkin are the uranium experts I respect the most. Big call from Nick that they see Russia ban news is the Cigar Lake moment (uranium price rallied 7x in [--] months) $ASPI I see as the most asymmetric opportunity in the sector by a wide margin. Ocean Wall & Mike Alkin are the uranium experts I respect the most. Big call from Nick that they see Russia ban news is the Cigar Lake"
[X Link](https://x.com/anyuser/status/1858591796386738516) 2024-11-18T19:23Z [----] followers, 14.6K engagements
"Remarkable how much momentum has shifted in $GRAB. [--] months ago it was $3.2 today its $5.4.and the warrants have trebled. Today $TALK $TBLA & $BLDE all trade at $3.2. I'm betting (via warrants) that they are the next de-spacs to rise from the ashes. $GRAB. Beat raise.start of earnings upgrade cycle. Only gripe is wish they were 10x more aggressive re buybacks. With the stock at $5 I wonder they consider tendering for the warrants using their excess cash to clean up the cap structure $GRAB. Beat raise.start of earnings upgrade cycle. Only gripe is wish they were 10x more aggressive re"
[X Link](https://x.com/anyuser/status/1858944920892871064) 2024-11-19T18:46Z [----] followers, 28.4K engagements
"Today is the first sign I've seen of the eVTOL excitement (per $JOBY $ACHR) rubbing off onto the industry picks & shovel / infrastructure player $BLDE.today its a value stock with inflecting fundamentals.the re-rating potential is substantial Remarkable how much momentum has shifted in $GRAB. [--] months ago it was $3.2 today its $5.4.and the warrants have trebled. Today $TALK $TBLA & $BLDE all trade at $3.2. I'm betting (via warrants) that they are the next de-spacs to rise from the ashes. Remarkable how much momentum has shifted in $GRAB. [--] months ago it was $3.2 today its $5.4.and the"
[X Link](https://x.com/anyuser/status/1861085551597625522) 2024-11-25T16:32Z [----] followers, 10.2K engagements
"$ASPI Completes Construction and Starts the Commissioning of Silicon-28 Enrichment Facility. expects capacity of greater than 50kg (vs previous guidance of over 10kg).first deliveries of commercial quantities in 1H [----] https://ir.aspisotopes.com/news-events/press-releases/detail/48/asp-isotopes-inc-completes-construction-and-starts-the $ASPI. Recap the recent de-risking events 1) Ytterbium enrichment news de-risks science 2) Terrapower news de-risked the commerical + capex risk 3) todays Nesca news de-risks the regulatory risk and timeline. Haleu is comingid guess in 2026."
[X Link](https://x.com/anyuser/status/1861395860233351407) 2024-11-26T13:05Z [----] followers, [----] engagements
"@ToffCap report is riddled with holes but there are a few valid points raised (ie known risks) .unlike Fuzzy I travelled to South Africa to meet ASPI management / NESCA / seeing facilities etc and am pretty relaxed the fundamentals (ie cashflow) will speak for itself next year"
[X Link](https://x.com/anyuser/status/1861482116015444014) 2024-11-26T18:48Z [----] followers, [----] engagements
"$ASPI. Short report is riddled with holes but some (known) risks to the Haleu thesis are valid. I travelled to South Africa to meet management NESCA see the facilities etc and am confident that the fundamentals (revenue & cashflow) will speak for themselves from next year. NEW SHORT: ASP Isotopes $ASPI ASPI has all the makings of the next nuclear meltdown. -Failed Tech from [--] years ago -Infamous Microcap Fraudsters Honig & Stetson involved -Paid Stock Promotion -Some South African Subsidiaries Suspiciously Missing We are Short $ASPI https://t.co/ypn55Qu4hn NEW SHORT: ASP Isotopes $ASPI ASPI"
[X Link](https://x.com/anyuser/status/1861484317194498198) 2024-11-26T18:57Z [----] followers, 23.6K engagements
"$ASPI Q&A with Paul Mann recorded today.covers operational progress IP protection (comprehensive safeguard agreement vs patents) technology (improvements vs AVLIS) offices / production sites (95% South Africa) investor access / transparency. https://us02web.zoom.us/rec/play/7DnXVzVnxmODoLzMui878lEw3oXQ4FuBT-ApA3h-6aF0041w1shj9O4Gl8bYRNxjUFQfqREpPLR7Z_cj.kw0aAXbTjwl30cYrcanPlayFromShare=true&from=my_recording&continueMode=true&componentName=rec-play&originRequestUrl=https%3A%2F%2Fus02web.zoom.us%2Frec%2Fshare%2FWOvR5Bu3l-mROcD18XkUsJg1q0aWhmAN5fZxUpuvd67vJ3bLkt--WBRjmY_LVoSx.wKM7aeeNzFn2wgZZ"
[X Link](https://x.com/anyuser/status/1861756834673000920) 2024-11-27T12:59Z [----] followers, [----] engagements
"adding $EVLV to the list below.of the [--] names - $TALK warrants looks the most mispriced to me. Remarkable how much momentum has shifted in $GRAB. [--] months ago it was $3.2 today its $5.4.and the warrants have trebled. Today $TALK $TBLA & $BLDE all trade at $3.2. I'm betting (via warrants) that they are the next de-spacs to rise from the ashes. Remarkable how much momentum has shifted in $GRAB. [--] months ago it was $3.2 today its $5.4.and the warrants have trebled. Today $TALK $TBLA & $BLDE all trade at $3.2. I'm betting (via warrants) that they are the next de-spacs to rise from the ashes"
[X Link](https://x.com/anyuser/status/1861790353029832852) 2024-11-27T15:13Z [----] followers, 10.2K engagements
"@KevinLMak in that vein @FuzzyPandaPA - if you are interested in having a chat on $ASPI (or $XPOF) let me know - DMs are open. I'm one of the investors that joined the ASPI investor trip to South Africa earlier this month"
[X Link](https://x.com/anyuser/status/1862413946910630168) 2024-11-29T08:31Z [----] followers, [----] engagements
"$ZOMD.V Blow out numbers.Q3: 135% revenue growth $3.9m EBITDA (+500%).cheapest stock i own with the strongest revenue and earnings growth. Feel less of an idiot for selling $APP in October to add to $ZOMD.V. $ZOMD.V .showing explosive & accelerating revenue & earnings growth and trading on under 4x last quarter's annualised earnings run-rate. Quick update from CEO just posted to youtube. https://t.co/QbPFgOOHsk $ZOMD.V .showing explosive & accelerating revenue & earnings growth and trading on under 4x last quarter's annualised earnings run-rate. Quick update from CEO just posted to youtube."
[X Link](https://x.com/anyuser/status/1862492728958808173) 2024-11-29T13:44Z [----] followers, [----] engagements
"I bought more $ASPI post digesting the short report listening to the CEO interviews and following up on some issues raised that i thought warranted further investigation.guess Im insane :-)"
[X Link](https://x.com/Uzocapital/status/1862867880678760501) 2024-11-30T14:34Z [----] followers, 21.7K engagements
"Adtech is seen as cyclical & unpredictable so deserving low multiples. My view: AI tailwinds should drive sustainble revenue acceleration earnings upgrades & multiple expansion for those with leadership positions. I think there will be more to follow in the footsteps of $APP. $APP - incredible numbers i banked profits too early on this onehopefully my other adtech holdings $ZOMD.V & $TBLA deliver results and share price reactions more like $APP (+30%) than $APPS (-45%) $APP - incredible numbers i banked profits too early on this onehopefully my other adtech holdings $ZOMD.V & $TBLA deliver"
[X Link](https://x.com/anyuser/status/1863880855157883185) 2024-12-03T09:39Z [----] followers, [----] engagements
"$TBLA - see my sbstk for why I see multi-bagger potential. completely ignored (no pitches in [--] years) Buybacks + Insider buying AI growth tailwinds strong growth: 20-25% revenue & 30%+ EBITDA / FCF Earnings upgrades + Very low valuation Analogies to $APP. Adtech is seen as cyclical & unpredictable so deserving low multiples. My view: AI tailwinds should drive sustainble revenue acceleration earnings upgrades & multiple expansion for those with leadership positions. I think there will be more to follow in the footsteps of $APP. Adtech is seen as cyclical & unpredictable so deserving low"
[X Link](https://x.com/anyuser/status/1863993313834991816) 2024-12-03T17:06Z [----] followers, 12.9K engagements
"$ASPI - @Jaro_rogue has gone into amazing detail addressing the issues raised in the @FuzzyPandaPA short report. We have officially released our report on ASP Isotopes. You know where to look. $ASPI $SLXY $SILXF $LEU #HALEU #uranium https://t.co/g8HoBSX877 We have officially released our report on ASP Isotopes. You know where to look. $ASPI $SLXY $SILXF $LEU #HALEU #uranium https://t.co/g8HoBSX877"
[X Link](https://x.com/Uzocapital/status/1864325982942892348) 2024-12-04T15:08Z [----] followers, [----] engagements
"Today's Portfolio themes: Warrants x [--] Inflecting fundamentals x [--] De-rated compounders x [--] Canadian microcaps x [--] Disruptive tech microcaps x [--] Israeli tech x [--] Royalties x [--] Adtech x [--] Global leader in lagging local index x [--] Litigation x 1"
[X Link](https://x.com/Uzocapital/status/1865698843863420997) 2024-12-08T10:04Z [----] followers, [----] engagements
"Most of the developed world needs a Milei in office https://www.ft.com/content/c92c1c71-99e7-49c1-b885-253033e26ea5 https://www.ft.com/content/c92c1c71-99e7-49c1-b885-253033e26ea5"
[X Link](https://x.com/Uzocapital/status/1868789511486161140) 2024-12-16T22:45Z [----] followers, [----] engagements
"$VTY.L - index selling end this week 5-6x [----] PE m&a optionality heavy insider buyingthere are some margin risks but at this price / valuation there is no fundamental improvement priced in (cap light transition / one off costs rolling away etc) despite macro tailwinds"
[X Link](https://x.com/anyuser/status/1868933713004056635) 2024-12-17T08:18Z [----] followers, 17.4K engagements
"Another interesting de-spac profiled by @antarcticapital this is a landscape with lots of multi-bagger opportunities for those prepared to turn over rocks. $invz New write-up Big Contract: $600M deal $200M market cap stock Valuation: 1.99x [----] P/FCF Cash Flow: Positive by [----] Potential: 10x long term Country: US Link in BIO https://t.co/frlcB4mkPK New write-up Big Contract: $600M deal $200M market cap stock Valuation: 1.99x [----] P/FCF Cash Flow: Positive by [----] Potential: 10x long term Country: US Link in BIO https://t.co/frlcB4mkPK"
[X Link](https://x.com/Uzocapital/status/1869359938432385094) 2024-12-18T12:31Z [----] followers, [----] engagements
"$IWG $IWG.L good to see insider buying ($75k). Stock has been weak on redemption flows despite fundamentals tracking ahead.I have the stock on 6-7x FCF/share in [----] with buybacks likely starting in Q2. Added meaningfully to position this week"
[X Link](https://x.com/anyuser/status/1870012745682227202) 2024-12-20T07:45Z [----] followers, 21K engagements
"i have been cautious for on $EVO $EVO.ST as I believe the UK issues (partners breaking rules) are widespread in Asiabut with these concerns now in the headlines trading on 10x [----] GAAP EPS a commitment to buybacks and implied vol at [--] ive nibbled at LEAPs 🔍 Quick analysis on Evolution's $EVO fall FACTS - Evolution announced that the UK Gambling Commission has launched an investigation into identifying gambling in the UK by operators without a license - The UK represents 3% of the company's revenue - Shares are down 10% today. https://t.co/3lvsXOSbf9 🔍 Quick analysis on Evolution's $EVO"
[X Link](https://x.com/Uzocapital/status/1871184252143869995) 2024-12-23T13:21Z [----] followers, 14.7K engagements
"another warningdecided to cut my losses still believe theres a sizeable opportunity for a patient investor but commentary on net debt / waiting for more attractive contract terms and fact it was only a month since they last guided is what tipped it for me. $vty.l $VTY.L - index selling end this week 5-6x [----] PE m&a optionality heavy insider buyingthere are some margin risks but at this price / valuation there is no fundamental improvement priced in (cap light transition / one off costs rolling away etc) despite macro tailwinds $VTY.L - index selling end this week 5-6x [----] PE m&a optionality"
[X Link](https://x.com/anyuser/status/1871474955701129429) 2024-12-24T08:36Z [----] followers, [----] engagements
"I hate seeing stuff like this.ppl (eg @ttril22 ) that never share any of their own ideas but feels compelled to go out of his way to dunk on somebody who is losing money on a big position. I'll be blocking ppl like this going forwards"
[X Link](https://x.com/anyuser/status/1871501033203212748) 2024-12-24T10:19Z [----] followers, [----] engagements
"So annoying when a company i'm following has the same ticker as a crypto coin"
[X Link](https://x.com/anyuser/status/1875233834507341835) 2025-01-03T17:32Z [----] followers, 12K engagements
"The bond market has spoken. The UK desperately needs a Milei + DOGE. One pound in every four of the 40billion in tax rises Ms Reeves imposed in autumn has been swallowed up by rising borrowing costs as international investors waver over the scale of government debt. Most of the developed world needs a Milei in office https://t.co/it1dT0D7Jy Most of the developed world needs a Milei in office https://t.co/it1dT0D7Jy"
[X Link](https://x.com/anyuser/status/1878335722702217393) 2025-01-12T06:58Z [----] followers, [----] engagements
"Portfolio By Themes: Deep value cash generative growth stocks: 55% Warrants + LEAPS: 20% Disruptive & unprofitable stocks 15% Turnaround Trades: 8% Special Sits: 2%"
[X Link](https://x.com/Uzocapital/status/1882173274949566845) 2025-01-22T21:07Z [----] followers, 18.1K engagements
"Parrellels I see with $LODE today vs $ASPI & $ASTS a year ago: 1) Disruptive tech + massive addressable market 2) no revenue + funding needs + weak B/S = expect dilution debate is how much 3) credible de-risking + monetisation catalysts ahead 4) insider buying zero selling Portfolio By Themes: Deep value cash generative growth stocks: 55% Warrants + LEAPS: 20% Disruptive & unprofitable stocks 15% Turnaround Trades: 8% Special Sits: 2% Portfolio By Themes: Deep value cash generative growth stocks: 55% Warrants + LEAPS: 20% Disruptive & unprofitable stocks 15% Turnaround Trades: 8% Special"
[X Link](https://x.com/Uzocapital/status/1883088410434543955) 2025-01-25T09:43Z [----] followers, 29.7K engagements
"Nestle for the last month has stopped going down (after [--] months of relentless declines) and its now showing some signs of life up over 2% in a down market. IV is still dirt cheap.it only needs to go up 6% over [--] years to break even on ATM Dec [----] calls $NESN.SW $NESN This is the 4th time in [--] years that Nestle $NESN.SW has had an drawdown over 30% in each prior occurrence within [--] months it had bounced back to at least within 10% of its all timethat would mean at least 45% upside at some point in [----] if history was to repeat itself. https://t.co/gpOQfa9BHI This is the 4th time in 30"
[X Link](https://x.com/anyuser/status/1883864538845708463) 2025-01-27T13:08Z [----] followers, [----] engagements
"this is huge news for $XPOF. SEC investigation is done and is a nothing burger. Remind me whats the short thesisand this is a fast growing franchise biz on 10x fcf with a refi tailwind and buybacks comingand 12% of the float is still short It appears that the SEC did not find anything on $XPOF or make them change any KPIs etc. https://t.co/ckJGSFttvu It appears that the SEC did not find anything on $XPOF or make them change any KPIs etc. https://t.co/ckJGSFttvu"
[X Link](https://x.com/Uzocapital/status/1883966487700070492) 2025-01-27T19:53Z [----] followers, 10.7K engagements
"Used yesterday's sell off to add to some core positions: $ASPI - trading like its a SMR pure play.huge upside outside of haleu being ignored spin off is close. $XPOF - sec investigation overhang resolved $COV.V - 25% pullback $MCB.TO - 20% pullback"
[X Link](https://x.com/Uzocapital/status/1884110300661887037) 2025-01-28T05:24Z [----] followers, [----] engagements
"$IWG.L $IWG Barclays upgrade today arguing 8x FCF vs 18% FCF growth is attractive. IMO they are underclubbing it. Its 30%+ FCF / share CAGR with buybacks (which I expect from Q2). Insiders have bought weak hands capitulated +25% from the lows multi-bagger upside remains. $IWG $IWG.L good to see insider buying ($75k). Stock has been weak on redemption flows despite fundamentals tracking ahead.I have the stock on 6-7x FCF/share in [----] with buybacks likely starting in Q2. Added meaningfully to position this week. $IWG $IWG.L good to see insider buying ($75k). Stock has been weak on redemption"
[X Link](https://x.com/anyuser/status/1887791291171303761) 2025-02-07T09:11Z [----] followers, 16.5K engagements
"$TALK $EVLV $TBLA $BLDE all $4 (from $3) Most assymetric today: $TALK warrants & $TBLA stock Locked in gains on $GRAB & $BLDE warrants Continue to find exciting new opportunities in de-spacs adding $EVLV to the list below.of the [--] names - $TALK warrants looks the most mispriced to me. adding $EVLV to the list below.of the [--] names - $TALK warrants looks the most mispriced to me"
[X Link](https://x.com/Uzocapital/status/1889001102529401334) 2025-02-10T17:18Z [----] followers, 10.1K engagements
"Nestle - First results post CMD retains [----] guidance i.e. end of negative earnings momentum = stock +6% today & +14% YTD on lowest IV name globally = LEAPS are exploding. Recovery from its deepest drawn in history is underway. $NESN $NESN.SW Nestle for the last month has stopped going down (after [--] months of relentless declines) and its now showing some signs of life up over 2% in a down market. IV is still dirt cheap.it only needs to go up 6% over [--] years to break even on ATM Dec [----] calls $NESN.SW $NESN Nestle for the last month has stopped going down (after [--] months of relentless"
[X Link](https://x.com/anyuser/status/1889959576348635523) 2025-02-13T08:47Z [----] followers, 19.7K engagements
"Nestle +18% YTD and the [--] Dec [----] calls are +300%and will be a [--] bagger if stock recovers to prior peak by expiry. Boring megacaps can offer very asymmetric opportunities via options when implied vol & valuation are both depressed. $NESN $NESN.SW Nestle - First results post CMD retains [----] guidance i.e. end of negative earnings momentum = stock +6% today & +14% YTD on lowest IV name globally = LEAPS are exploding. Recovery from its deepest drawn in history is underway. $NESN $NESN.SW Nestle - First results post CMD retains [----] guidance i.e. end of negative earnings momentum = stock +6%"
[X Link](https://x.com/anyuser/status/1894346104113713299) 2025-02-25T11:18Z [----] followers, 18.5K engagements
"this didnt age well given (overly) conservative guidance but: $TALK - insider buying yesterday + growth tailwinds (Medicare) have started this Q $TBLA - aggressive buybacks + growth tailwinds (Realize) started this week + CMD is a month away. $TALK $EVLV $TBLA $BLDE all $4 (from $3) Most assymetric today: $TALK warrants & $TBLA stock Locked in gains on $GRAB & $BLDE warrants Continue to find exciting new opportunities in de-spacs $TALK $EVLV $TBLA $BLDE all $4 (from $3) Most assymetric today: $TALK warrants & $TBLA stock Locked in gains on $GRAB & $BLDE warrants Continue to find exciting new"
[X Link](https://x.com/anyuser/status/1895521128455819591) 2025-02-28T17:07Z [----] followers, 11.9K engagements
"After a [--] month away I'm bck in $ASTS. After 4+ years of ownership today I exited my position in $ASTS warrants. Finally hit my price target today so am being disciplined. Special thanks to @spacanpanman @thekookreport @CatSE___ApeX___ . Love spacemob and I hope the stock keeps running. After 4+ years of ownership today I exited my position in $ASTS warrants. Finally hit my price target today so am being disciplined. Special thanks to @spacanpanman @thekookreport @CatSE___ApeX___ . Love spacemob and I hope the stock keeps running"
[X Link](https://x.com/Uzocapital/status/1896633815113859452) 2025-03-03T18:48Z [----] followers, [----] engagements
"Insider buying alert: $TALK: CEO bought $215k chief legal officer $25k $TLBA: CEO bought $500k director $470k Supports my thesis that guidance disappointment is predominately conservatism.hopefully the companies are buying back stock as aggressively as the insiders this didnt age well given (overly) conservative guidance but: $TALK - insider buying yesterday + growth tailwinds (Medicare) have started this Q $TBLA - aggressive buybacks + growth tailwinds (Realize) started this week + CMD is a month away. this didnt age well given (overly) conservative guidance but: $TALK - insider buying"
[X Link](https://x.com/Uzocapital/status/1896846533875962013) 2025-03-04T08:53Z [----] followers, 12.1K engagements
"Names I've added to in the last few days: $SHVA.TA $ASPI $ASTS $LODE"
[X Link](https://x.com/Uzocapital/status/1909540968086352317) 2025-04-08T09:36Z [----] followers, [----] engagements
"I'm not cancelling any of my US travel plans - see you at @PlanetMicroCap showcase in Vegas https://www.ft.com/content/6dc16a54-8de1-4f3b-8409-ecb566118127 https://www.ft.com/content/6dc16a54-8de1-4f3b-8409-ecb566118127"
[X Link](https://x.com/Uzocapital/status/1910809687836287206) 2025-04-11T21:38Z [----] followers, 14.4K engagements
"New "Who Am I" write up is out on $PLBY. Link in Bio ignored: no pitches anywhere for [--] years -98% from the highs. Iconic consumer brand at $100m. Moved from Distressed = cash generative post debt restructuring + massive licensing deal"
[X Link](https://x.com/anyuser/status/1916975870163685454) 2025-04-28T22:00Z [----] followers, 39.2K engagements
"$IWG $IWG.L - continues to deliver re-iterate guidance. Lead indicators remain strong buyback upsized. As long as EBITDA is growing (thus leverage falling) all FCF is going to buybacks. Thesis remains firmly on track"
[X Link](https://x.com/anyuser/status/1919668036413305108) 2025-05-06T08:18Z [----] followers, 24.3K engagements
"$PLBY - inflection is here + thesis on track. now EBITDA +ve positive commentary on: Honey Birdette licensing pipeline (gaming / Playboy club) upside to Byborg minimum guarantees.stock up a today / MTD but this is a blip on the chart - multi-bagger returns await imo. New "Who Am I" write up is out on $PLBY. Link in Bio ignored: no pitches anywhere for [--] years -98% from the highs. Iconic consumer brand at $100m. Moved from Distressed = cash generative post debt restructuring + massive licensing deal. New "Who Am I" write up is out on $PLBY. Link in Bio ignored: no pitches anywhere for [--] years"
[X Link](https://x.com/anyuser/status/1923390078941831609) 2025-05-16T14:48Z [----] followers, 16.3K engagements
"$ASPI. Huge news.devil is in the detail (pricing unit economics etc) but this is validation that the bear said would never happen. Additionally like the sound of collaboration on US based enrichment 📍 ASP Isotopes Inc. enters into Definitive Agreements with TerraPower including Loan Agreement for Construction of a HALEU Production Facility and Supply Agreements for HALEU Read full press release: https://t.co/KlxGtgfDpt #NASDAQ: $ASPI #nuclear #energy #isotopes #technews https://t.co/Nt1xj4gYsQ 📍 ASP Isotopes Inc. enters into Definitive Agreements with TerraPower including Loan Agreement for"
[X Link](https://x.com/Uzocapital/status/1924574767052423319) 2025-05-19T21:15Z [----] followers, [----] engagements
"I joined an $ASPI investor trip in [----]. It made a huge difference to my conviction levels particularly when the short report hit ie I had the confidence to add instead of panic selling. I highly suggest going if you get a chance my trip was very invaluable. Going to South Africa was well worth it for the amount of information you get to intake from the scientists understanding how PET labs integrates and truly understanding how the tech can scale. $ASPI https://t.co/yOKp5V5L3j I highly suggest going if you get a chance my trip was very invaluable. Going to South Africa was well worth it for"
[X Link](https://x.com/Uzocapital/status/1930264648328098111) 2025-06-04T14:05Z [----] followers, 12.5K engagements
"This write up from @whirlybard lays out why $LODE today is worth 10x todays share priceas well as the path to being a [---] bagger over [--] years. The most asymmetric opportunity I see todayreminds me of $ASTS at $3 a year ago. I pushed out an update to my $LODE piece. My first effort at a valuation was a bit lacking so I'm taking another crack at it as well as a general update. https://t.co/xeIZ5cGsZN I pushed out an update to my $LODE piece. My first effort at a valuation was a bit lacking so I'm taking another crack at it as well as a general update. https://t.co/xeIZ5cGsZN"
[X Link](https://x.com/Uzocapital/status/1930277508148072486) 2025-06-04T14:56Z [----] followers, 12.8K engagements
"3 have doubled: $ASPI $LODE $ASTS. [--] has gone lower: $SHVA.TA I'll take it Names I've added to in the last few days: $SHVA.TA $ASPI $ASTS $LODE Names I've added to in the last few days: $SHVA.TA $ASPI $ASTS $LODE"
[X Link](https://x.com/Uzocapital/status/1933556389257023958) 2025-06-13T16:05Z [----] followers, [----] engagements
"Had a blast getting on the @PlanetMicroCap podcast with @BobbyKKraft We covered a lot of ground including a discussing a few of my care names $IWG.L $LODE $ASTS $PLBY $ASPI $MCB.TO 🚨 New Podcast Alert 🚨 Finding Asymmetric Opportunities in MicroCaps and Music Royalties with Jerome @Uzocapital We dive deep into: Why he seeks "undiscovered" or "drastically changing" companies How music royalties boost his risk tolerance Lessons from 10-baggers 🚨 New Podcast Alert 🚨 Finding Asymmetric Opportunities in MicroCaps and Music Royalties with Jerome @Uzocapital We dive deep into: Why he seeks"
[X Link](https://x.com/anyuser/status/1935461308121456955) 2025-06-18T22:15Z [----] followers, 12.8K engagements
"$ASTS - BofA initiation - Did the analyst actually do any analysis Emergency response defense/government barely mentioned.laughable assumptions for ARPU ($1.5) and sat coverage (peaking at 54) = revenue & EBITDA estimates miles below street. Embarassing"
[X Link](https://x.com/anyuser/status/1937888909767106738) 2025-06-25T15:01Z [----] followers, 23.2K engagements
"New "Who am I" Write up on the 'stack' on $XPOF. See bio for link. $XPOF - confirmed SEC investigation is over. valuation remains deep value (5-6x [--] FCF) with left tail risks abating and both earnings quality & growth algo improving heading into [----] with exit of non-core brands refinancing & end of litigation & restructuring costs. $XPOF - confirmed SEC investigation is over. valuation remains deep value (5-6x [--] FCF) with left tail risks abating and both earnings quality & growth algo improving heading into [----] with exit of non-core brands refinancing & end of litigation & restructuring"
[X Link](https://x.com/anyuser/status/1942203440832090449) 2025-07-07T12:45Z [----] followers, [----] engagements
"$XPOF - announced a new multi-year merchandise licensing deal.which should add $8-10m EBITDA (6-8% upgrade). Multiple is trough and earnings growth + revisions are both inflecting. Next catalysts: refinancing and selling unprofitable non-core brands. New "Who am I" Write up on the 'stack' on $XPOF. See bio for link. https://t.co/sPP9zkSvoA New "Who am I" Write up on the 'stack' on $XPOF. See bio for link. https://t.co/sPP9zkSvoA"
[X Link](https://x.com/anyuser/status/1943314427660382435) 2025-07-10T14:20Z [----] followers, 10.2K engagements
"$IWG $IWG.L - Trustpilot score for Regus (3.7) + Space (4.0) - marked improvement & material outlier vs wework (1.6) and ALL the global hotel franchisors: (Marriot: [---] / Hillton: [---] / IHG: [---] / Holiday Inn: 2.3) / Hyatt:2.0 / Accor: 2.2). $IWG $IWG.L - continues to deliver re-iterate guidance. Lead indicators remain strong buyback upsized. As long as EBITDA is growing (thus leverage falling) all FCF is going to buybacks. Thesis remains firmly on track. $IWG $IWG.L - continues to deliver re-iterate guidance. Lead indicators remain strong buyback upsized. As long as EBITDA is growing (thus"
[X Link](https://x.com/anyuser/status/1944698997148389488) 2025-07-14T10:02Z [----] followers, [----] engagements
"CEO Paul Mann mentioned partnership discussions are happening for the UK & US. $ASPI market cap today c.$1bn vs $LEU: $4bn $OKLO: $10bn what would the market value $ASPI & QLE post spin with a US partner on board thats unlock domestic US enrichment I joined an $ASPI investor trip in [----]. It made a huge difference to my conviction levels particularly when the short report hit ie I had the confidence to add instead of panic selling. I joined an $ASPI investor trip in [----]. It made a huge difference to my conviction levels particularly when the short report hit ie I had the confidence to add"
[X Link](https://x.com/anyuser/status/1947079903649644876) 2025-07-20T23:43Z [----] followers, 13.7K engagements
"My $PLBY idea on @MicroCapClub ranked 2nd (+95%) for new ideas posted this year. Interestingly only had [--] response to it on Microcap club and [--] on substack since posting the thesis [--] months ago. Nobody cares yet. Still early in the discovery phase. We appreciate our members for continuing to turn over the global microcap rocks Here are the top performing NEW profiles YTD $CURI $PLBY $DBO.TO $THTX.TO $5CF.SI $PPIH $ESPR $CNRD $UNIBAP.ST $RZLT $RMB.V $FOR.V $UHG $CEK.DE $MKTW $LOVE.V $FSI $FTEK $BURCA $MHA.L $GRID.TO $PRPO https://t.co/mO7Xb1AswP We appreciate our members for continuing to turn"
[X Link](https://x.com/anyuser/status/1949457891691503752) 2025-07-27T13:12Z [----] followers, 20.9K engagements
"About once a year i find a pre-revenue company that i commit to making a core position riding out volatility and remaining patient to allow the multi-year thesis to run its course. (eg $LODE $ASPI $ASTS) Hydrograph $HG.C is my [----] pick. DYODD. Another bold claim Hydrograph will become the most viral stock story in the history of stocks. Why 👇 What is viral Well its when a story gets the most eye balls on it How does it happen. My C4 model describes how our attention shifts based on energy. Well Another bold claim Hydrograph will become the most viral stock story in the history of stocks."
[X Link](https://x.com/anyuser/status/1950207184773517349) 2025-07-29T14:50Z [----] followers, 29.3K engagements
"Investors are systematically slow to identify promising material science tech companies approaching commercialisation. $LODE $ASPI $HG $HG.C. If you want to get up the learning curve on Hydrograph Id recommend the @BambroughKevin & @JayTaylorMedia youtube videos. About once a year i find a pre-revenue company that i commit to making a core position riding out volatility and remaining patient to allow the multi-year thesis to run its course. (eg $LODE $ASPI $ASTS) Hydrograph $HG.C is my [----] pick. DYODD. About once a year i find a pre-revenue company that i commit to making a core position"
[X Link](https://x.com/anyuser/status/1951416327467573436) 2025-08-01T22:54Z [----] followers, [----] engagements
"Portfolio themes: 1) pre-revenue material science tech (with excellent unit economics) 2) Cheap growing royalties 3) Cheap hypergrowth 4) Convexity: warrants litigation LEAPS stubs"
[X Link](https://x.com/Uzocapital/status/1952364185687675140) 2025-08-04T13:41Z [----] followers, [----] engagements
"$TBLA - beat + raise. Net revs: +15% EBITDA +21% FCF conversion: 75% huge buybacks.very happy. $TALK - numbers in line commentary re further growth acceleration a positive but thought growth would be surprising positively by now and no buybacks.frustrating"
[X Link](https://x.com/anyuser/status/1953041264028352846) 2025-08-06T10:31Z [----] followers, [----] engagements
"And like clockwork the first punch lands - $LODE announces a super dilutive raise. I was expecting a raise of $10-15m not $30m The Americans are catching up $ASPI $ASTS 👀 Note to self: When it feels this "easy" particularly in unprofitable stocks a material pullback usually isnt far away. The Americans are catching up $ASPI $ASTS 👀 Note to self: When it feels this "easy" particularly in unprofitable stocks a material pullback usually isnt far away"
[X Link](https://x.com/anyuser/status/1955522610684666330) 2025-08-13T06:51Z [----] followers, [----] engagements
"$ASPI - QLE UK site nuclear secured. ASPI is currently seen as a south africa company suspect in the future it will be seen as a more global business as production plans in UK Iceland & US come into view. https://www-bbc-com.cdn.ampproject.org/c/s/www.bbc.com/news/articles/c5y28722508o.amp CEO Paul Mann mentioned partnership discussions are happening for the UK & US. $ASPI market cap today c.$1bn vs $LEU: $4bn $OKLO: $10bn what would the market value $ASPI & QLE post spin with a US partner on board thats unlock domestic US enrichment"
[X Link](https://x.com/anyuser/status/1955603354136297497) 2025-08-13T12:12Z [----] followers, 18.5K engagements
"$PLBY. Results were a beat but more importantly confirmed new licensing deals that will underpin licensing revenue growth with much more in the pipeline. Thesis firmly on track. Discovery process is underway - initiated with buy at Lucid Capital $PLBY recently renamed: PLAYBOY INC. Stock almost doubled since my write up but still see multi-bagger returns ahead if things pan out as I expect. Discovery process is underway - initiated with buy at Lucid Capital $PLBY recently renamed: PLAYBOY INC. Stock almost doubled since my write up but still see multi-bagger returns ahead if things pan out as"
[X Link](https://x.com/anyuser/status/1955632133458051095) 2025-08-13T14:06Z [----] followers, 15.2K engagements
"$HG $HG.CN Hydrograph +40% on a contract win. First time Ive made 400% within [--] weeks HydroGraph Partners with Hawkeye Bio to Power Novel Graphene Biosensor Solution for LEAP Lung Cancer Test. About once a year i find a pre-revenue company that i commit to making a core position riding out volatility and remaining patient to allow the multi-year thesis to run its course. (eg $LODE $ASPI $ASTS) Hydrograph $HG.C is my [----] pick. DYODD. About once a year i find a pre-revenue company that i commit to making a core position riding out volatility and remaining patient to allow the multi-year thesis"
[X Link](https://x.com/anyuser/status/1956040092205662373) 2025-08-14T17:07Z [----] followers, [----] engagements
"$ASPI. This is big news - US production is coming via JV with Fermi America. https://ir.aspisotopes.com/news-events/press-releases/detail/75/asp-isotopes-inc-and-its-subsidiary-quantum-leap-energy $ASPI - QLE UK site nuclear secured. ASPI is currently seen as a south africa company suspect in the future it will be seen as a more global business as production plans in UK Iceland & US come into view. https://t.co/ndEcznFzTy https://ir.aspisotopes.com/news-events/press-releases/detail/75/asp-isotopes-inc-and-its-subsidiary-quantum-leap-energy $ASPI - QLE UK site nuclear secured. ASPI is"
[X Link](https://x.com/anyuser/status/1956342777324638604) 2025-08-15T13:10Z [----] followers, [----] engagements
"$PLBY - convertible prefs are gone. Net debt down to $128m. Remarkable how different the business looks today vs a year ago. $PLBY. Results were a beat but more importantly confirmed new licensing deals that will underpin licensing revenue growth with much more in the pipeline. Thesis firmly on track. $PLBY. Results were a beat but more importantly confirmed new licensing deals that will underpin licensing revenue growth with much more in the pipeline. Thesis firmly on track"
[X Link](https://x.com/anyuser/status/1959969033509302609) 2025-08-25T13:20Z [----] followers, 11.5K engagements
"Another trip into the Nevada desert but this year it wasnt for Burning Manwas a visit to $LODE metalswith a pitstop via NYC to see the US Open and a couple of visits to Metlife stadium to see Oasis & System of a Down"
[X Link](https://x.com/anyuser/status/1962871010375401813) 2025-09-02T13:31Z [----] followers, [----] engagements
"Each of my positions fit into at least one of these themes: Hypergrowth at a reasonable price Listed VC (disruptive & unprofitable) B2B platforms Dominant leader in its niche Royalties Litigation Warrants & LEAPS Change in Regulation Change in Business Model"
[X Link](https://x.com/Uzocapital/status/1965135026561187927) 2025-09-08T19:27Z [----] followers, 11K engagements
"$ASTS have confirmed that their direct to device solutions works inside airplanes. Why isnt this a $GOGO moat killer"
[X Link](https://x.com/anyuser/status/1974040215233642897) 2025-10-03T09:13Z [----] followers, [----] engagements
"$ASPI. @Jaro_rogue : +500% since his pitch Fuzzy: -80% since his pitch Disclosure - Short $ASPI + looking for borrow on Jacob Rowe Disclosure - Short $ASPI + looking for borrow on Jacob Rowe"
[X Link](https://x.com/anyuser/status/1977832906832986205) 2025-10-13T20:24Z [----] followers, 10.4K engagements
"Old enough to remember when fuzzy actually did good work. He has really embarrassed himself on $ASPI yet continues in his attempt to spread FUD Old enough to remember when @zerohedge actually did good work Now pumping a nuclear stock $ASPI who's: -CEO quit [--] week ago -Has a Virtual HQ [---] year old tech -And that has never enriched Uranium Is Zerohedge is trying to pile retail into Zero's Old enough to remember when @zerohedge actually did good work Now pumping a nuclear stock $ASPI who's: -CEO quit [--] week ago -Has a Virtual HQ [---] year old tech -And that has never enriched Uranium Is"
[X Link](https://x.com/anyuser/status/1977847207916102118) 2025-10-13T21:21Z [----] followers, [----] engagements
"Im betting that $ASTS will be the exception within this cohort. Has there ever been a non-biotech +$20B public company with near zero revenues that had a great long term return Name it with the return. Has there ever been a non-biotech +$20B public company with near zero revenues that had a great long term return Name it with the return"
[X Link](https://x.com/Uzocapital/status/1978041366023197180) 2025-10-14T10:13Z [----] followers, [----] engagements
"My portfolios strongest and weakest performers among my top [--] positions. multi-baggers: $HG.CN / $HGRAF x6 $ASTS x4 $ASPI x4 $VST.CN / $NURS.V x3 positive contributors: $LODE +80% $PLBY +50% $IWG.L +30% stinkers: $XPOF -40% $INT.ST -40%"
[X Link](https://x.com/anyuser/status/1978563804783903100) 2025-10-15T20:49Z [----] followers, 25K engagements
"Of my top [--] positions: [--] - sourced from friends/fintwit [--] - micro/small caps (sub $1bn) [--] - unprofitable & cash burning [--] - been hit with short reports [--] - owned over [--] months [--] - never spoken with management [--] - planning a US relisting [--] - I own 1% of the company My portfolios strongest and weakest performers among my top [--] positions. multi-baggers: $HG.CN / $HGRAF x6 $ASTS x4 $ASPI x4 $VST.CN / $NURS.V x3 positive contributors: $LODE +80% $PLBY +50% $IWG.L +30% stinkers: $XPOF -40% $INT.ST -40% My portfolios strongest and weakest performers among my top [--] positions. multi-baggers:"
[X Link](https://x.com/anyuser/status/1978788528440922259) 2025-10-16T11:42Z [----] followers, 11.1K engagements
"$HGRAF $HG.CN . glad they were patient & raised capital at a healthy valuation. Dilution is minimal and they now have the financial resources need to deliver commercial production. Impressive stock recovery in [--] days. Next catalyst regulatory (EPA) approval then orders in [----]. My portfolios strongest and weakest performers among my top [--] positions. multi-baggers: $HG.CN / $HGRAF x6 $ASTS x4 $ASPI x4 $VST.CN / $NURS.V x3 positive contributors: $LODE +80% $PLBY +50% $IWG.L +30% stinkers: $XPOF -40% $INT.ST -40% My portfolios strongest and weakest performers among my top [--] positions."
[X Link](https://x.com/anyuser/status/1981827222899241214) 2025-10-24T20:56Z [----] followers, [----] engagements
"France: "33% tax on share buybacks" Cutting benefits is too "difficult" so politicans just hike taxes. We need more Mileis in the developed world before its too late. https://www.bloomberg.com/news/articles/2025-10-30/french-lawmakers-push-tax-hikes-sowing-doubts-over-budgetembedded-checkout=true https://www.bloomberg.com/news/articles/2025-10-30/french-lawmakers-push-tax-hikes-sowing-doubts-over-budgetembedded-checkout=true"
[X Link](https://x.com/Uzocapital/status/1984359421171155325) 2025-10-31T20:38Z [----] followers, [----] engagements
"For [--] of my top [--] holdings today (including [--] recent undisclosed names) I've owned / bought stock while they were microcaps. Microcaps are imo the most fertile hunting ground for multi-baggers if you are prepared to get your hands dirty and embrace illiquidity & volatility"
[X Link](https://x.com/Uzocapital/status/1985317585118761291) 2025-11-03T12:06Z [----] followers, 11.2K engagements
"$VST.CN is back to almost a 50% discount to the value of its $NURS.V stake & 10% profit share in VSDH1"
[X Link](https://x.com/Uzocapital/status/1986877206229098927) 2025-11-07T19:23Z [----] followers, [----] engagements
"When the US government re-opens count down commences again for: $ASPI - QLE spin $ASTS - global dome $HGRAF - EPA approval"
[X Link](https://x.com/anyuser/status/1987857242922836087) 2025-11-10T12:17Z [----] followers, [----] engagements
"Looking for stocks where there is profitable hypergrowth under the surface (e.g. in a division) but hasnt shown up materially at the group level but will soon. Any suggestions What names have similar dynamics as $TPB (FRE+ALP) / $EVC (Smadex) / $NURS.V (VSDH1) 6-12 months ago"
[X Link](https://x.com/Uzocapital/status/2000586410114289788) 2025-12-15T15:19Z [----] 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
@Uzocapital Uzo
Uzo posts on X about $aspi, $asts, in the, $lode the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.
Engagements: [---] #
- [--] Week [-----] -91%
- [--] Month [-------] -11%
- [--] Months [-------] +31%
- [--] Year [-------] -6.70%
Mentions: [--] #
- [--] Week [--] -42%
- [--] Month [--] +28%
- [--] Months [---] +9.30%
- [--] Year [---] -0.71%
Followers: [-----] #
- [--] Week [-----] +0.18%
- [--] Month [-----] +3.60%
- [--] Months [-----] +21%
- [--] Year [-----] +53%
CreatorRank: [---------] #
Social Influence
Social category influence stocks 47.06% finance 36.03% countries 8.09% cryptocurrencies 3.68% technology brands 3.68% social networks 2.21% exchanges 1.47% travel destinations 0.74%
Social topic influence $aspi #19, $asts #434, in the 13.97%, $lode #6, $xpof 10.29%, $iwgl #1, $tbla #1, $plby #9, $talk 9.56%, $rely 7.35%
Top accounts mentioned or mentioned by @spacanpanman @nukular11 @planetmicrocap @kevinlmak @fundasyinvestor @marketplunger1 @lazereater @curiousinhell @dastanylfc @mike10947310 @whirlybard @fuzzypandapa @jarorogue @banyanlanecap @joinyellowbrick @hareng_rouge @wexboy_value @ottermarket @chitchatstocks @1035capital
Top assets mentioned ASP Isotopes Inc. (ASPI) AST SpaceMobile, Inc. Class A Common Stock (ASTS) Xponential Fitness, Inc. (XPOF) Remitly Global, Inc. (RELY) Grab Holdings Limited Class A Ordinary Shares (GRAB) AppLovin Corporation (APP) Centrus Energy Corp. (LEU) SKYX Platforms Corp. (SKYX) Verizon Communications Inc. (VZ)
Top Social Posts
Top posts by engagements in the last [--] hours
"Rightmove $RMV.L & Autotrader $AUTO.L trading on 13x GAAP PE 2027.growing UK monopolies with pricing power 50% free cashflow margins. Struggle to see why a dominant [--] sided network + destination website gets disrupted by ai vs layering ai tools themselves What am i missng"
X Link 2026-02-04T13:26Z [----] followers, 13.6K engagements
"$NESN.SW $NESN - got back into Nestle LEAPS (Dec 2027). valuation is trough lowest implied vol name globally new management arrived record share price drawdownnot sure when the operational turnaround bears fruit but plenty of recovery / re-rating potential"
X Link 2025-10-09T11:33Z [----] followers, 11.9K engagements
"I've only ever bought [--] stocks on the CSE (Canadian Securities Exchange) and they are my biggest winners this year ( $VST.CN & $HG.CN ). Any others CSE stocks that are compelling but are largely ignored"
X Link 2025-09-18T19:35Z [----] followers, [----] engagements
"$XPOF - guidance reiterated (no downgrades for first time in many quarters). [----] will look a lot cleaner with material FCF inflection if refinancing materialised as expected. $TBLA - beat raise accelerating growth aggressive buybacks. Thesis on track"
X Link 2025-11-07T10:29Z [----] followers, [----] engagements
"$PEW / $CLBR .now trading at $3.5.less than cash in the bank (negative EV). I dont short but if i did $CLBR would be in my crosshairs. No growth single digit gross margins likely unprofitable when burdened with public company costswithin a week of de-spac nobody will care about Omeed/Trump Jr involvementrerun of $PSQH -80% from de-spac ($2) I dont short but if i did $CLBR would be in my crosshairs. No growth single digit gross margins likely unprofitable when burdened with public company costswithin a week of de-spac nobody will care about Omeed/Trump Jr involvementrerun of $PSQH -80% from"
X Link 2025-11-28T08:45Z [----] followers, [----] engagements
"@OtterMarket $XPOF + $RELY"
X Link 2025-12-03T07:00Z [----] followers, [---] engagements
"I love royalty businesses with a long growth runway on low multiples (ala $IWG.L $PLBY $XPOF). Excellent write up from Jon at Sohra Peak on $DBO.TO fits that the same criteria. Disclosure I'm long. Sohra Peak is long D-BOX Technologies $DBO.TO D-BOX is a niche haptics company with high-margin recurring royalties and inflecting profits unfamiliar to most due to mismanagement for 20+ years Current Year P/E 11x EPS +15-20% ROIC 47% New memo available in tweet below (1/2) https://t.co/TPmUwCN5IX Sohra Peak is long D-BOX Technologies $DBO.TO D-BOX is a niche haptics company with high-margin"
X Link 2025-12-05T15:26Z [----] followers, [----] engagements
"$XPOF - refinancing is secured. Interest savings not as material as i had hoped but positive is that the convertible prefs is gone (13% of FD SO). This positions the company to be a share cannibal.very accretive given today's multiple. $XPOF - guidance reiterated (no downgrades for first time in many quarters). [----] will look a lot cleaner with material FCF inflection if refinancing materialised as expected. $TBLA - beat raise accelerating growth aggressive buybacks. Thesis on track $XPOF - guidance reiterated (no downgrades for first time in many quarters). [----] will look a lot cleaner with"
X Link 2025-12-09T14:41Z [----] followers, [----] engagements
"$RELY Guidance looks solid 4x EV/EBITDA in 2028.growth stock on a value multiple 🚨 $RELY RELEASES MEDIUM-TERM OUTLOOK 🚨 [----] Guidance - Revenue: growth in the high teens range - Adjusted EBITDA: $300m to $320m (vs. $295m est.) [----] Financial Targets - Revenue: $2.6b to $3.0b (vs. $2.53b est.) - Adjusted EBITDA: $575m to $600m (20% to 22% Margin) https://t.co/RxMRYeG1Za 🚨 $RELY RELEASES MEDIUM-TERM OUTLOOK 🚨 [----] Guidance - Revenue: growth in the high teens range - Adjusted EBITDA: $300m to $320m (vs. $295m est.) [----] Financial Targets - Revenue: $2.6b to $3.0b (vs. $2.53b est.) - Adjusted"
X Link 2025-12-09T15:19Z [----] followers, [----] engagements
"@chitchatstocks $RELY $WISE.but you know that already"
X Link 2025-12-10T18:00Z [----] followers, [---] engagements
"I typically find multi-bagger opportunities in microcaps but I think $RELY is an exception within midcap land. I've written it up on s*stack (see bio for link) covering why i think it is a credible 3-4 bagger over [--] years"
X Link 2025-12-11T15:12Z [----] followers, [----] engagements
"TLDR: $RELY founder led capital light leader in my niche Guided for [--] year CAGR: 20% rev / 35% EBITDA Valuation: 9x EBITDA [----] / 4.5x [----] 4-5x owners earnings (normalising marketing) Upside from buybacks (now authorised) earnings growth + re-rate to 20x = [--] bagger in [--] years"
X Link 2025-12-11T15:38Z [----] followers, [----] engagements
"@FundasyInvestor if these metrics get you excited you should look at $RELY . Guidance points to growth accelerating (from mid teens in [----] to over 20% in 2027/2028).valuation similarly depressed and authorised a big share buyback quite recently"
X Link 2025-12-15T15:32Z [----] followers, [---] engagements
"@FundasyInvestor i hear you. $RELY + $FOUR stood out most to me (in terms of valuation vs growth + track record etc).for me boiled down to $RELY being easier for me to understand (less complex) but defo see the appeal at $FOUR"
X Link 2025-12-15T15:45Z [----] followers, [---] engagements
"Chris is one of the best for unearthing under-discovered microcap gems. He is how I first heard about $ASPI $LODE $SKYX $MOB (at $1-2 i.e. before they multi-bagged). Great pod with @marketplunger1 - highly recommend listening and subscribing to the @1035_Capital s'stack. Thanks @marketplunger1 for inviting me back onto the Podcast. Had fun as always We discuss $LODE $SKYX $MOB and $REFR Check it out below 👇 https://t.co/GuoDNvoc64 Thanks @marketplunger1 for inviting me back onto the Podcast. Had fun as always We discuss $LODE $SKYX $MOB and $REFR Check it out below 👇 https://t.co/GuoDNvoc64"
X Link 2025-12-19T17:10Z [----] followers, 21.7K engagements
"New post out on why I've been buying calls in $VOD / $VOD.L .effectively its a leveraged bet on their sat-co JV with $ASTS . TLDR sat-co could drastic change the narrative at VOD - earnings momentum/growth/multiple/implied vol could all move higher"
X Link 2025-12-23T15:27Z [----] followers, 39.4K engagements
"10) Ignored AI upside: $TALK $TBLA $EVC $PLBY 11) De-spacs: $ASTS $PLBY $TALK $TBLA 12) Buybacks: $IWG.L $TBLA $RELY $VST.CN $TALK 13) Health-tech B2B: $NURS.V $CLPT +1 14) Arbitration / Litigation: $PAT.L $AMM.V $PRKR 15) Space / Direct to device: $ASTS $VOD 3/4"
X Link 2025-12-29T12:44Z [----] followers, [----] engagements
"16) Category leader & serial share gainer: $RELY $IWG.L 17) Regulation change: $RELY $EVC $SKYX 18) Spectrum $EVC $ASTS $VOD 19) Neuro breakthroughs: $CLPT 20) Nicotine Pouches: $TPB 4/4"
X Link 2025-12-29T12:44Z [----] followers, [----] engagements
""Implied vol is so low that Vodafones stock only needs to go up 13% (12.5p) over [--] years for the at the money Dec [----] calls to break even by expiry." $VOD $VOD.L just hit 100p (up 4p / 4%).its a third of the way there in just [--] week.and there's [---] weeks remaining New post out on why I've been buying calls in $VOD / $VOD.L .effectively its a leveraged bet on their sat-co JV with $ASTS . TLDR sat-co could drastic change the narrative at VOD - earnings momentum/growth/multiple/implied vol could all move higher. https://t.co/OhZURbFat0 New post out on why I've been buying calls in $VOD / $VOD.L"
X Link 2026-01-02T10:27Z [----] followers, [----] engagements
"@fiscal_ai can onoy think of 2: Texas Pacific Land Baltic Classified Group"
X Link 2026-01-21T11:06Z [----] followers, [----] engagements
"$VOD $VOD.L continues to grind higher (105p +5% MTD) +50% from $ASTS Sat-co news (03/03/25) and has been quietly making YTD highs almost every month. $VOD has always been "value" but for the first time in over a decade it is exhibiting price & earnings "momentum". "Implied vol is so low that Vodafones stock only needs to go up 13% (12.5p) over [--] years for the at the money Dec [----] calls to break even by expiry." $VOD $VOD.L just hit 100p (up 4p / 4%).its a third of the way there in just [--] week.and there's [---] weeks remaining "Implied vol is so low that Vodafones stock only needs to go up 13%"
X Link 2026-01-27T11:33Z [----] followers, [----] engagements
"Things to consider: 1) Pricing - if you are upset that the discount is too wide - participate in the raise directly or add on the post raise dip. 2) timing/sizing - is a prudence trade off. Raise more & earlier when you can vs risk being unable to raise later when you need it"
X Link 2026-01-29T10:45Z [----] followers, [----] engagements
"What I care about is what does the per share earnings power / growth trajectory / risk profile look like post raise. If the unit economics are strong the ROI from deploying the extra capital into growth investments outweighs the cost dilution.medium term EPS goes up"
X Link 2026-01-29T10:51Z [----] followers, [----] engagements
"Every single name I own is down today except. VODAFONE $VOD $VOD.L $VOD $VOD.L continues to grind higher (105p +5% MTD) +50% from $ASTS Sat-co news (03/03/25) and has been quietly making YTD highs almost every month. $VOD has always been "value" but for the first time in over a decade it is exhibiting price & earnings "momentum". $VOD $VOD.L continues to grind higher (105p +5% MTD) +50% from $ASTS Sat-co news (03/03/25) and has been quietly making YTD highs almost every month. $VOD has always been "value" but for the first time in over a decade it is exhibiting price & earnings "momentum""
X Link 2026-01-29T18:46Z [----] followers, [----] engagements
"@lazereater @Rebel94289165 @Divergent7651 @ForbesJacq98528 while i agree.gotta factor in TPB only own 50% of ALP"
X Link 2026-01-30T11:52Z [----] followers, [---] engagements
"$VZ are guiding to lower capex and committing to punchy capital returns out to 2028+12% today - biggest [--] day up move since [----] if $ASTS / D2D is part of the reason $VOD $VOD.L equity and calls are gonna explode. $VZ - Verizon shares capital allocation strategy Nearly 30% of current Mcap to be returned to shareholders via buybacks and dividends over the next [--] years Telecoms seeing the light Disclosure: I am long $VZ. https://t.co/gB60lfLZZI $VZ - Verizon shares capital allocation strategy Nearly 30% of current Mcap to be returned to shareholders via buybacks and dividends over the next 3"
X Link 2026-01-30T21:16Z [----] followers, 28.3K engagements
"@CuriousinHell like the LRN thesis (solid pitch of YAVP + VIC) albeit i do think the bulls are too dismissive of ai disruption risk might not be given enough attention - look at what has happened to $DUOL $CHGG $NRDY"
X Link 2026-02-02T16:55Z [----] followers, [---] engagements
"$VOD $VOD.L now 115p (+15% YTD) Given the run need a solid trading update to avoid a pullback but telcos reducing capital intensity / growing FCF / committing to shareholder returns are rippingcommon theme they are $ASTS partners $VZ $VOD $ZEG.L $VOD $VOD.L now 110p (+10% YTD). todays news: Consolidation underway in UK broadband market. Consolidation and Ran-co / full network sharing cost saving are powerful optionality to the $VOD thesis. Trading update Thursday. Potential upsized buyback given $ZEG.L proceeds. https://t.co/Oo56IqWHgu $VOD $VOD.L now 110p (+10% YTD). todays news:"
X Link 2026-02-04T10:22Z [----] followers, [----] engagements
"@spacanpanman value buybacks dividend yield low volsounds like large cap telcos"
X Link 2026-02-04T19:36Z [----] followers, [---] engagements
"@Nukular11 not remotely comparable. One is a monopoly with pricing power the other is a shitty business"
X Link 2026-02-04T21:36Z [----] followers, [---] engagements
"@DastanyLFC why the perference for scout24"
X Link 2026-02-04T22:03Z [----] followers, [---] engagements
"@peter_mantas ai job cuts = higher productivity = higher corporate profits = stocks up"
X Link 2026-02-05T13:22Z [----] followers, [----] engagements
"@CallsPuts1 wonder when brokers arent gonna update their pages so that the right strike exercise price is referenced (spoiler its not 34.5)"
X Link 2026-02-05T17:44Z [----] followers, [---] engagements
"I hope $TPB can remain independent to fulfil the nicotine pouch potential with ALP / FREimagine what Swedish Matchs market cap would be today if it had remained independent or was spun out of $PM Shares of Philip Morris International are now up 125% since they acquired Zyn's parent company Swedish Match. $PM https://t.co/GZ61FqILVh Shares of Philip Morris International are now up 125% since they acquired Zyn's parent company Swedish Match. $PM https://t.co/GZ61FqILVh"
X Link 2026-02-08T04:42Z [----] followers, [----] engagements
"@Mike10947310 im referring to peptides outside of GLP1"
X Link 2026-02-10T16:27Z [----] followers, [---] engagements
"@spacanpanman buying stock would be a good start"
X Link 2026-02-10T20:06Z [----] followers, [---] engagements
"@YonatanMandelba @jeremyscahill even if thats true that doesnt justify been locked up indefinitely without due process / being charged.legal rights should be the bedrock of any democracy"
X Link 2023-11-24T09:56Z [----] followers, [----] engagements
"$NURS.V - context: at August order run rate & margin = over 100m revenue over 100% growth PE: 4x. Ramping to December run rate = 1x PE. There are risks (compliance / GLP1 / dilution) but think very assymetric trade with multi bagger potential. Reminds me of $ZOMD a year ago. $NURS.V $HYDTF confirmed they are receiving [-----] - [-----] orders in July. They are now getting [----] orders a day They are expecting to see 4000-5000 orders a day in August They expect to see margins going to 20% range in August as well. Absolutely mindblowing $NURS.V $HYDTF confirmed they are receiving [-----] - 70000"
X Link 2025-07-25T18:25Z [----] followers, 14.9K engagements
"20 Themes for 2026: 1) FCF GARP (High FCF growth low FCF multiple): $IWG.L $XPOF $DBO.TO $PLBY $TBLA $RELY 2) Growth acceleration: $PLBY $IWG.L $TBLA $NURS.V $EVC $TPB 3) Royalties: $IWG.L $XPOF $DBO.TO $PLBY 4) Profitability Inflection: $ASTS $ASPI $LODE $LIB.V 1/4"
X Link 2025-12-29T12:44Z [----] followers, 20.8K engagements
"Real-asset royalties and waste are widely admired as amazing businesses and serial compounders (e.g. $TPL $FNV $WCN $WM) The emerging leaders of "real-asset waste recycling" share attributes of both. $LODE: Silver from solar panels $LIB.V: Lithium from oil & gas wastewater Great write up from @whirlybard on one of my favourite ideas $LIB.V which sits in [--] of my [----] theme buckets: 1) critical mineral tech 2) profitability inflection 3) event driven (US re-listing government grants) If you like $LODE you should look at $LIB.V Great write up from @whirlybard on one of my favourite ideas $LIB.V"
X Link 2026-01-12T12:08Z [----] followers, 16.4K engagements
"$VOD $VOD.L now 110p (+10% YTD). todays news: Consolidation underway in UK broadband market. Consolidation and Ran-co / full network sharing cost saving are powerful optionality to the $VOD thesis. Trading update Thursday. Potential upsized buyback given $ZEG.L proceeds. $VOD $VOD.L continues to grind higher (105p +5% MTD) +50% from $ASTS Sat-co news (03/03/25) and has been quietly making YTD highs almost every month. $VOD has always been "value" but for the first time in over a decade it is exhibiting price & earnings "momentum". $VOD $VOD.L continues to grind higher (105p +5% MTD) +50% from"
X Link 2026-02-03T08:59Z [----] followers, [----] engagements
"$PLBY: progress re-cap mid [----] vs YE 2026E pro-forma for $45m China deal: minimum guarantee: up 100%.$22m to $45m net debt: down 75%.$190m to $50m EBITDA: -$6m to +$30m FCF: -20m to +$15m S/O: +45%.74m to 107m Share Price: +160%.$0.8 to $2.1 EV: +17%. $240m to $280m $PLBY +40% post china monetisation. Exceptional execution and transformation over last [--] months. Management are hated but deserve a lot of credit. Stock still dirt cheap with lots of royalty growth ahead and earnings optionality $PLBY +40% post china monetisation. Exceptional execution and transformation over last [--] months."
X Link 2026-02-10T14:03Z [----] followers, [----] engagements
"@SunvMikey paul & robbie have only sold shares to cover tax liabilities in $ASPI (per details in filing) but i think the $SKBL stuff is very bad corporate governance"
X Link 2026-02-12T09:51Z [----] followers, [---] engagements
"I'll be attending the @PlanetMicroCap & @smallcapdisc conference in Vancouver on 25-26 Sept. Line up is excellent line ( $BQE.V $AVCR.V $CPH.TO $E.TO $COV.V $AEP.V $ZDC.V etc). If you are attending and keen to meet up DM me"
X Link 2024-09-17T11:10Z [----] followers, [----] engagements
"and now $150k insider buying from the CFO $TALK $TALK.has a lot of attributes i like at $BLDE & $GRAB. = cheap & ignored de-spac huge net cash position high growth capital light biz that has just scaled to profitability / FCF +ve is buying back stock and is very cheap.and has listed warrants. $TALK.has a lot of attributes i like at $BLDE & $GRAB. = cheap & ignored de-spac huge net cash position high growth capital light biz that has just scaled to profitability / FCF +ve is buying back stock and is very cheap.and has listed warrants"
X Link 2024-09-19T23:17Z [----] followers, 22.5K engagements
"$TALK - Why I think It could be a multi-bagger with 100% upside to [----] revenue growth and EBITDA estimates. 1) people with access to talkspace through health insurance coverage will grow +35% to c.200m (2/3 Americans) over next [--] months thanks to Medicare roll out. and now $150k insider buying from the CFO $TALK https://t.co/gTyJea5ren and now $150k insider buying from the CFO $TALK https://t.co/gTyJea5ren"
X Link 2024-10-01T18:07Z [----] followers, 34.9K engagements
"New long form idea write up on $TALK on my substk - laying out why i think the stock could be a multi-bagger and the upside in the warrants could be "silly". Link in bio. $TALK - Why I think It could be a multi-bagger with 100% upside to [----] revenue growth and EBITDA estimates. 1) people with access to talkspace through health insurance coverage will grow +35% to c.200m (2/3 Americans) over next [--] months thanks to Medicare roll out. $TALK - Why I think It could be a multi-bagger with 100% upside to [----] revenue growth and EBITDA estimates. 1) people with access to talkspace through health"
X Link 2024-10-03T15:05Z [----] followers, 25.8K engagements
"Vistry profit warning.nature of project businesses is that there are hiccups along the waycould be an opportunity for those that believe in the long term earnings power albeit does highlight the risks in these sorts of businesses $VTY.L $VTY http://otp.tools.investis.com/clients/uk/bov http://otp.tools.investis.com/clients/uk/bov"
X Link 2024-10-08T06:59Z [----] followers, 14K engagements
"Re-entered $VTY $VTY.L on this -35% move market pricing the warning as a permanent impairment to medium term earnings power which is unlikely. and buybacks are more accretive at [---] than [--] Got to be bold and grab gifts like these (ala the $CPH.TO puke last month). Vistry profit warning.nature of project businesses is that there are hiccups along the waycould be an opportunity for those that believe in the long term earnings power albeit does highlight the risks in these sorts of businesses https://t.co/Q7i0eH6OYV $VTY.L $VTY Vistry profit warning.nature of project businesses is that there"
X Link 2024-10-08T07:42Z [----] followers, 15.8K engagements
"Really enjoyed getting on the Value Hive Podcast to chat with @marketplunger1 about $TALK spacs warrants and music royalties. Episode is out on Spotify / Apple Music I'm getting @Uzocapital on the podcast today. We're going to dive deep into TalkSpace $TALK as well as Uzo's investment process portfolio construction and how he identifies/evaluates new ideas. What else would you want to hear I'm getting @Uzocapital on the podcast today. We're going to dive deep into TalkSpace $TALK as well as Uzo's investment process portfolio construction and how he identifies/evaluates new ideas. What else"
X Link 2024-10-11T12:16Z [----] followers, 23.7K engagements
"$ASPI - Term sheet contemplates preparation of definitive documentation pursuant to which TerraPower would provide funding for the construction of a uranium enrichment facility and would purchase HALEU after the expected completion of the facility. https://ir.aspisotopes.com/news-events/press-releases/detail/42/asp-isotopes-inc-enters-into-term-sheet-with-terrapower https://ir.aspisotopes.com/news-events/press-releases/detail/42/asp-isotopes-inc-enters-into-term-sheet-with-terrapower"
X Link 2024-10-30T11:03Z [----] followers, 14.6K engagements
"This is $ASPI's new today is HUGE.i.e. combines corporate validation (Terrapower) non-dilutive funding and material revenue visibility.the $100 blue sky is getting materially de-risked. Lots of parrallels to $ASTS / Verizon deal in May ($5 = $40 in a few months) $ASPI - Term sheet contemplates preparation of definitive documentation pursuant to which TerraPower would provide funding for the construction of a uranium enrichment facility and would purchase HALEU after the expected completion of the facility. https://t.co/jW5tBnxE4Z $ASPI - Term sheet contemplates preparation of definitive"
X Link 2024-10-30T11:27Z [----] followers, 15.5K engagements
"$IWG $IWG.L Agree with this @Symmetry_Invest's take.would also add Q3 EBITDA is c$153m ie RR [----] consensus.and there are tailwinds to come from M&F pipeline + maturing locations O&L margin expansion and Worka re-acceleration. Earnings momentum has started. the IWG investment case keeps playing out based on this Q3 trading update. We still think shares are substantially undervalued trading at 7x our [----] FCF estimates for a biz that can compound that FCF at +20 % rate The transition to asset light keeps playing out with fee based https://t.co/eQTLs5dtno the IWG investment case keeps playing"
X Link 2024-11-05T13:23Z [----] followers, [----] engagements
"didnt think id get another opportunity to add to $CNO.V at about $1.its a 100% US business near shoring beneficiarythat just happens to have a Canadian ticker so is getting drilled today instead of mooning"
X Link 2024-11-06T18:36Z [----] followers, [----] engagements
"$GRAB. Beat raise.start of earnings upgrade cycle. Only gripe is wish they were 10x more aggressive re buybacks. With the stock at $5 I wonder they consider tendering for the warrants using their excess cash to clean up the cap structure $GRAB Indicating up another 6% pre market after +8% yesterday.not seen any news but reminder $UBER started motoring in early [----] when it started posting adj net income profitability.there is where $GRAB should be Q4 onwards. $GRAB Indicating up another 6% pre market after +8% yesterday.not seen any news but reminder $UBER started motoring in early [----] when"
X Link 2024-11-12T05:39Z [----] followers, 14.9K engagements
"profitability inflection + likely earning upgrades + re-rating potential + net cash balance sheet + authorised buybacks + cheap listed warrants.keep finding names that kick all these boxes"
X Link 2024-11-13T19:09Z [----] followers, 12.3K engagements
"ASP Isotopes Inc. enters into Memorandum of Understanding with the South African Nuclear Energy Corporation (Necsa) to collaborate on the research development and construction of an Advanced Nuclear Fuel Production Facility $ASPI https://ir.aspisotopes.com/news-events/press-releases/detail/47/asp-isotopes-inc-enters-into-memorandum-of-understanding This is $ASPI's new today is HUGE.i.e. combines corporate validation (Terrapower) non-dilutive funding and material revenue visibility.the $100 blue sky is getting materially de-risked. Lots of parrallels to $ASTS / Verizon deal in May ($5 = $40 in"
X Link 2024-11-14T13:13Z [----] followers, [----] engagements
"$ASPI. Recap the recent de-risking events 1) Ytterbium enrichment news de-risks science 2) Terrapower news de-risked the commerical + capex risk 3) todays Nesca news de-risks the regulatory risk and timeline. Haleu is comingid guess in [----]. ASP Isotopes Inc. enters into Memorandum of Understanding with the South African Nuclear Energy Corporation (Necsa) to collaborate on the research development and construction of an Advanced Nuclear Fuel Production Facility $ASPI https://t.co/CwY1ELCZS1 ASP Isotopes Inc. enters into Memorandum of Understanding with the South African Nuclear Energy"
X Link 2024-11-14T13:51Z [----] followers, 11.4K engagements
"Ocean Wall & Mike Alkin are the uranium experts I respect the most. Big call from Nick that they see Russia ban news is the Cigar Lake moment (uranium price rallied 7x in [--] months) $ASPI I see as the most asymmetric opportunity in the sector by a wide margin. Late on Friday afternoon the news that Russia has made good on their previous threat from September to introduce an export ban on $uranium to the US saw the spot price move $3 higher. It provided the largest positive daily move in the spot price since January when Kazatomprom https://t.co/nUKQs6c1uR Late on Friday afternoon the news that"
X Link 2024-11-17T13:20Z [----] followers, 24.1K engagements
"My top investment themes today: Cheap long runway of cap light growth & margin expansion: $IWG.L $XPOF $BQE.V $COV.V $SHVA.TA Unique disruptive & mission critical: $ASPI Mispriced optionality via warrants litigation etc: $TALK $AIXI + others"
X Link 2024-11-18T08:13Z [----] followers, 13.5K engagements
"just attended the Ken Griffin talk at the Oxford Uniontake aways: he spent a lot of time discussing why NUCLEAR is the future and why he has invested over $100m of his personal capital in the space. Ocean Wall & Mike Alkin are the uranium experts I respect the most. Big call from Nick that they see Russia ban news is the Cigar Lake moment (uranium price rallied 7x in [--] months) $ASPI I see as the most asymmetric opportunity in the sector by a wide margin. Ocean Wall & Mike Alkin are the uranium experts I respect the most. Big call from Nick that they see Russia ban news is the Cigar Lake"
X Link 2024-11-18T19:23Z [----] followers, 14.6K engagements
"Remarkable how much momentum has shifted in $GRAB. [--] months ago it was $3.2 today its $5.4.and the warrants have trebled. Today $TALK $TBLA & $BLDE all trade at $3.2. I'm betting (via warrants) that they are the next de-spacs to rise from the ashes. $GRAB. Beat raise.start of earnings upgrade cycle. Only gripe is wish they were 10x more aggressive re buybacks. With the stock at $5 I wonder they consider tendering for the warrants using their excess cash to clean up the cap structure $GRAB. Beat raise.start of earnings upgrade cycle. Only gripe is wish they were 10x more aggressive re"
X Link 2024-11-19T18:46Z [----] followers, 28.4K engagements
"Today is the first sign I've seen of the eVTOL excitement (per $JOBY $ACHR) rubbing off onto the industry picks & shovel / infrastructure player $BLDE.today its a value stock with inflecting fundamentals.the re-rating potential is substantial Remarkable how much momentum has shifted in $GRAB. [--] months ago it was $3.2 today its $5.4.and the warrants have trebled. Today $TALK $TBLA & $BLDE all trade at $3.2. I'm betting (via warrants) that they are the next de-spacs to rise from the ashes. Remarkable how much momentum has shifted in $GRAB. [--] months ago it was $3.2 today its $5.4.and the"
X Link 2024-11-25T16:32Z [----] followers, 10.2K engagements
"$ASPI Completes Construction and Starts the Commissioning of Silicon-28 Enrichment Facility. expects capacity of greater than 50kg (vs previous guidance of over 10kg).first deliveries of commercial quantities in 1H [----] https://ir.aspisotopes.com/news-events/press-releases/detail/48/asp-isotopes-inc-completes-construction-and-starts-the $ASPI. Recap the recent de-risking events 1) Ytterbium enrichment news de-risks science 2) Terrapower news de-risked the commerical + capex risk 3) todays Nesca news de-risks the regulatory risk and timeline. Haleu is comingid guess in 2026."
X Link 2024-11-26T13:05Z [----] followers, [----] engagements
"@ToffCap report is riddled with holes but there are a few valid points raised (ie known risks) .unlike Fuzzy I travelled to South Africa to meet ASPI management / NESCA / seeing facilities etc and am pretty relaxed the fundamentals (ie cashflow) will speak for itself next year"
X Link 2024-11-26T18:48Z [----] followers, [----] engagements
"$ASPI. Short report is riddled with holes but some (known) risks to the Haleu thesis are valid. I travelled to South Africa to meet management NESCA see the facilities etc and am confident that the fundamentals (revenue & cashflow) will speak for themselves from next year. NEW SHORT: ASP Isotopes $ASPI ASPI has all the makings of the next nuclear meltdown. -Failed Tech from [--] years ago -Infamous Microcap Fraudsters Honig & Stetson involved -Paid Stock Promotion -Some South African Subsidiaries Suspiciously Missing We are Short $ASPI https://t.co/ypn55Qu4hn NEW SHORT: ASP Isotopes $ASPI ASPI"
X Link 2024-11-26T18:57Z [----] followers, 23.6K engagements
"$ASPI Q&A with Paul Mann recorded today.covers operational progress IP protection (comprehensive safeguard agreement vs patents) technology (improvements vs AVLIS) offices / production sites (95% South Africa) investor access / transparency. https://us02web.zoom.us/rec/play/7DnXVzVnxmODoLzMui878lEw3oXQ4FuBT-ApA3h-6aF0041w1shj9O4Gl8bYRNxjUFQfqREpPLR7Z_cj.kw0aAXbTjwl30cYrcanPlayFromShare=true&from=my_recording&continueMode=true&componentName=rec-play&originRequestUrl=https%3A%2F%2Fus02web.zoom.us%2Frec%2Fshare%2FWOvR5Bu3l-mROcD18XkUsJg1q0aWhmAN5fZxUpuvd67vJ3bLkt--WBRjmY_LVoSx.wKM7aeeNzFn2wgZZ"
X Link 2024-11-27T12:59Z [----] followers, [----] engagements
"adding $EVLV to the list below.of the [--] names - $TALK warrants looks the most mispriced to me. Remarkable how much momentum has shifted in $GRAB. [--] months ago it was $3.2 today its $5.4.and the warrants have trebled. Today $TALK $TBLA & $BLDE all trade at $3.2. I'm betting (via warrants) that they are the next de-spacs to rise from the ashes. Remarkable how much momentum has shifted in $GRAB. [--] months ago it was $3.2 today its $5.4.and the warrants have trebled. Today $TALK $TBLA & $BLDE all trade at $3.2. I'm betting (via warrants) that they are the next de-spacs to rise from the ashes"
X Link 2024-11-27T15:13Z [----] followers, 10.2K engagements
"@KevinLMak in that vein @FuzzyPandaPA - if you are interested in having a chat on $ASPI (or $XPOF) let me know - DMs are open. I'm one of the investors that joined the ASPI investor trip to South Africa earlier this month"
X Link 2024-11-29T08:31Z [----] followers, [----] engagements
"$ZOMD.V Blow out numbers.Q3: 135% revenue growth $3.9m EBITDA (+500%).cheapest stock i own with the strongest revenue and earnings growth. Feel less of an idiot for selling $APP in October to add to $ZOMD.V. $ZOMD.V .showing explosive & accelerating revenue & earnings growth and trading on under 4x last quarter's annualised earnings run-rate. Quick update from CEO just posted to youtube. https://t.co/QbPFgOOHsk $ZOMD.V .showing explosive & accelerating revenue & earnings growth and trading on under 4x last quarter's annualised earnings run-rate. Quick update from CEO just posted to youtube."
X Link 2024-11-29T13:44Z [----] followers, [----] engagements
"I bought more $ASPI post digesting the short report listening to the CEO interviews and following up on some issues raised that i thought warranted further investigation.guess Im insane :-)"
X Link 2024-11-30T14:34Z [----] followers, 21.7K engagements
"Adtech is seen as cyclical & unpredictable so deserving low multiples. My view: AI tailwinds should drive sustainble revenue acceleration earnings upgrades & multiple expansion for those with leadership positions. I think there will be more to follow in the footsteps of $APP. $APP - incredible numbers i banked profits too early on this onehopefully my other adtech holdings $ZOMD.V & $TBLA deliver results and share price reactions more like $APP (+30%) than $APPS (-45%) $APP - incredible numbers i banked profits too early on this onehopefully my other adtech holdings $ZOMD.V & $TBLA deliver"
X Link 2024-12-03T09:39Z [----] followers, [----] engagements
"$TBLA - see my sbstk for why I see multi-bagger potential. completely ignored (no pitches in [--] years) Buybacks + Insider buying AI growth tailwinds strong growth: 20-25% revenue & 30%+ EBITDA / FCF Earnings upgrades + Very low valuation Analogies to $APP. Adtech is seen as cyclical & unpredictable so deserving low multiples. My view: AI tailwinds should drive sustainble revenue acceleration earnings upgrades & multiple expansion for those with leadership positions. I think there will be more to follow in the footsteps of $APP. Adtech is seen as cyclical & unpredictable so deserving low"
X Link 2024-12-03T17:06Z [----] followers, 12.9K engagements
"$ASPI - @Jaro_rogue has gone into amazing detail addressing the issues raised in the @FuzzyPandaPA short report. We have officially released our report on ASP Isotopes. You know where to look. $ASPI $SLXY $SILXF $LEU #HALEU #uranium https://t.co/g8HoBSX877 We have officially released our report on ASP Isotopes. You know where to look. $ASPI $SLXY $SILXF $LEU #HALEU #uranium https://t.co/g8HoBSX877"
X Link 2024-12-04T15:08Z [----] followers, [----] engagements
"Today's Portfolio themes: Warrants x [--] Inflecting fundamentals x [--] De-rated compounders x [--] Canadian microcaps x [--] Disruptive tech microcaps x [--] Israeli tech x [--] Royalties x [--] Adtech x [--] Global leader in lagging local index x [--] Litigation x 1"
X Link 2024-12-08T10:04Z [----] followers, [----] engagements
"Most of the developed world needs a Milei in office https://www.ft.com/content/c92c1c71-99e7-49c1-b885-253033e26ea5 https://www.ft.com/content/c92c1c71-99e7-49c1-b885-253033e26ea5"
X Link 2024-12-16T22:45Z [----] followers, [----] engagements
"$VTY.L - index selling end this week 5-6x [----] PE m&a optionality heavy insider buyingthere are some margin risks but at this price / valuation there is no fundamental improvement priced in (cap light transition / one off costs rolling away etc) despite macro tailwinds"
X Link 2024-12-17T08:18Z [----] followers, 17.4K engagements
"Another interesting de-spac profiled by @antarcticapital this is a landscape with lots of multi-bagger opportunities for those prepared to turn over rocks. $invz New write-up Big Contract: $600M deal $200M market cap stock Valuation: 1.99x [----] P/FCF Cash Flow: Positive by [----] Potential: 10x long term Country: US Link in BIO https://t.co/frlcB4mkPK New write-up Big Contract: $600M deal $200M market cap stock Valuation: 1.99x [----] P/FCF Cash Flow: Positive by [----] Potential: 10x long term Country: US Link in BIO https://t.co/frlcB4mkPK"
X Link 2024-12-18T12:31Z [----] followers, [----] engagements
"$IWG $IWG.L good to see insider buying ($75k). Stock has been weak on redemption flows despite fundamentals tracking ahead.I have the stock on 6-7x FCF/share in [----] with buybacks likely starting in Q2. Added meaningfully to position this week"
X Link 2024-12-20T07:45Z [----] followers, 21K engagements
"i have been cautious for on $EVO $EVO.ST as I believe the UK issues (partners breaking rules) are widespread in Asiabut with these concerns now in the headlines trading on 10x [----] GAAP EPS a commitment to buybacks and implied vol at [--] ive nibbled at LEAPs 🔍 Quick analysis on Evolution's $EVO fall FACTS - Evolution announced that the UK Gambling Commission has launched an investigation into identifying gambling in the UK by operators without a license - The UK represents 3% of the company's revenue - Shares are down 10% today. https://t.co/3lvsXOSbf9 🔍 Quick analysis on Evolution's $EVO"
X Link 2024-12-23T13:21Z [----] followers, 14.7K engagements
"another warningdecided to cut my losses still believe theres a sizeable opportunity for a patient investor but commentary on net debt / waiting for more attractive contract terms and fact it was only a month since they last guided is what tipped it for me. $vty.l $VTY.L - index selling end this week 5-6x [----] PE m&a optionality heavy insider buyingthere are some margin risks but at this price / valuation there is no fundamental improvement priced in (cap light transition / one off costs rolling away etc) despite macro tailwinds $VTY.L - index selling end this week 5-6x [----] PE m&a optionality"
X Link 2024-12-24T08:36Z [----] followers, [----] engagements
"I hate seeing stuff like this.ppl (eg @ttril22 ) that never share any of their own ideas but feels compelled to go out of his way to dunk on somebody who is losing money on a big position. I'll be blocking ppl like this going forwards"
X Link 2024-12-24T10:19Z [----] followers, [----] engagements
"So annoying when a company i'm following has the same ticker as a crypto coin"
X Link 2025-01-03T17:32Z [----] followers, 12K engagements
"The bond market has spoken. The UK desperately needs a Milei + DOGE. One pound in every four of the 40billion in tax rises Ms Reeves imposed in autumn has been swallowed up by rising borrowing costs as international investors waver over the scale of government debt. Most of the developed world needs a Milei in office https://t.co/it1dT0D7Jy Most of the developed world needs a Milei in office https://t.co/it1dT0D7Jy"
X Link 2025-01-12T06:58Z [----] followers, [----] engagements
"Portfolio By Themes: Deep value cash generative growth stocks: 55% Warrants + LEAPS: 20% Disruptive & unprofitable stocks 15% Turnaround Trades: 8% Special Sits: 2%"
X Link 2025-01-22T21:07Z [----] followers, 18.1K engagements
"Parrellels I see with $LODE today vs $ASPI & $ASTS a year ago: 1) Disruptive tech + massive addressable market 2) no revenue + funding needs + weak B/S = expect dilution debate is how much 3) credible de-risking + monetisation catalysts ahead 4) insider buying zero selling Portfolio By Themes: Deep value cash generative growth stocks: 55% Warrants + LEAPS: 20% Disruptive & unprofitable stocks 15% Turnaround Trades: 8% Special Sits: 2% Portfolio By Themes: Deep value cash generative growth stocks: 55% Warrants + LEAPS: 20% Disruptive & unprofitable stocks 15% Turnaround Trades: 8% Special"
X Link 2025-01-25T09:43Z [----] followers, 29.7K engagements
"Nestle for the last month has stopped going down (after [--] months of relentless declines) and its now showing some signs of life up over 2% in a down market. IV is still dirt cheap.it only needs to go up 6% over [--] years to break even on ATM Dec [----] calls $NESN.SW $NESN This is the 4th time in [--] years that Nestle $NESN.SW has had an drawdown over 30% in each prior occurrence within [--] months it had bounced back to at least within 10% of its all timethat would mean at least 45% upside at some point in [----] if history was to repeat itself. https://t.co/gpOQfa9BHI This is the 4th time in 30"
X Link 2025-01-27T13:08Z [----] followers, [----] engagements
"this is huge news for $XPOF. SEC investigation is done and is a nothing burger. Remind me whats the short thesisand this is a fast growing franchise biz on 10x fcf with a refi tailwind and buybacks comingand 12% of the float is still short It appears that the SEC did not find anything on $XPOF or make them change any KPIs etc. https://t.co/ckJGSFttvu It appears that the SEC did not find anything on $XPOF or make them change any KPIs etc. https://t.co/ckJGSFttvu"
X Link 2025-01-27T19:53Z [----] followers, 10.7K engagements
"Used yesterday's sell off to add to some core positions: $ASPI - trading like its a SMR pure play.huge upside outside of haleu being ignored spin off is close. $XPOF - sec investigation overhang resolved $COV.V - 25% pullback $MCB.TO - 20% pullback"
X Link 2025-01-28T05:24Z [----] followers, [----] engagements
"$IWG.L $IWG Barclays upgrade today arguing 8x FCF vs 18% FCF growth is attractive. IMO they are underclubbing it. Its 30%+ FCF / share CAGR with buybacks (which I expect from Q2). Insiders have bought weak hands capitulated +25% from the lows multi-bagger upside remains. $IWG $IWG.L good to see insider buying ($75k). Stock has been weak on redemption flows despite fundamentals tracking ahead.I have the stock on 6-7x FCF/share in [----] with buybacks likely starting in Q2. Added meaningfully to position this week. $IWG $IWG.L good to see insider buying ($75k). Stock has been weak on redemption"
X Link 2025-02-07T09:11Z [----] followers, 16.5K engagements
"$TALK $EVLV $TBLA $BLDE all $4 (from $3) Most assymetric today: $TALK warrants & $TBLA stock Locked in gains on $GRAB & $BLDE warrants Continue to find exciting new opportunities in de-spacs adding $EVLV to the list below.of the [--] names - $TALK warrants looks the most mispriced to me. adding $EVLV to the list below.of the [--] names - $TALK warrants looks the most mispriced to me"
X Link 2025-02-10T17:18Z [----] followers, 10.1K engagements
"Nestle - First results post CMD retains [----] guidance i.e. end of negative earnings momentum = stock +6% today & +14% YTD on lowest IV name globally = LEAPS are exploding. Recovery from its deepest drawn in history is underway. $NESN $NESN.SW Nestle for the last month has stopped going down (after [--] months of relentless declines) and its now showing some signs of life up over 2% in a down market. IV is still dirt cheap.it only needs to go up 6% over [--] years to break even on ATM Dec [----] calls $NESN.SW $NESN Nestle for the last month has stopped going down (after [--] months of relentless"
X Link 2025-02-13T08:47Z [----] followers, 19.7K engagements
"Nestle +18% YTD and the [--] Dec [----] calls are +300%and will be a [--] bagger if stock recovers to prior peak by expiry. Boring megacaps can offer very asymmetric opportunities via options when implied vol & valuation are both depressed. $NESN $NESN.SW Nestle - First results post CMD retains [----] guidance i.e. end of negative earnings momentum = stock +6% today & +14% YTD on lowest IV name globally = LEAPS are exploding. Recovery from its deepest drawn in history is underway. $NESN $NESN.SW Nestle - First results post CMD retains [----] guidance i.e. end of negative earnings momentum = stock +6%"
X Link 2025-02-25T11:18Z [----] followers, 18.5K engagements
"this didnt age well given (overly) conservative guidance but: $TALK - insider buying yesterday + growth tailwinds (Medicare) have started this Q $TBLA - aggressive buybacks + growth tailwinds (Realize) started this week + CMD is a month away. $TALK $EVLV $TBLA $BLDE all $4 (from $3) Most assymetric today: $TALK warrants & $TBLA stock Locked in gains on $GRAB & $BLDE warrants Continue to find exciting new opportunities in de-spacs $TALK $EVLV $TBLA $BLDE all $4 (from $3) Most assymetric today: $TALK warrants & $TBLA stock Locked in gains on $GRAB & $BLDE warrants Continue to find exciting new"
X Link 2025-02-28T17:07Z [----] followers, 11.9K engagements
"After a [--] month away I'm bck in $ASTS. After 4+ years of ownership today I exited my position in $ASTS warrants. Finally hit my price target today so am being disciplined. Special thanks to @spacanpanman @thekookreport @CatSE___ApeX___ . Love spacemob and I hope the stock keeps running. After 4+ years of ownership today I exited my position in $ASTS warrants. Finally hit my price target today so am being disciplined. Special thanks to @spacanpanman @thekookreport @CatSE___ApeX___ . Love spacemob and I hope the stock keeps running"
X Link 2025-03-03T18:48Z [----] followers, [----] engagements
"Insider buying alert: $TALK: CEO bought $215k chief legal officer $25k $TLBA: CEO bought $500k director $470k Supports my thesis that guidance disappointment is predominately conservatism.hopefully the companies are buying back stock as aggressively as the insiders this didnt age well given (overly) conservative guidance but: $TALK - insider buying yesterday + growth tailwinds (Medicare) have started this Q $TBLA - aggressive buybacks + growth tailwinds (Realize) started this week + CMD is a month away. this didnt age well given (overly) conservative guidance but: $TALK - insider buying"
X Link 2025-03-04T08:53Z [----] followers, 12.1K engagements
"Names I've added to in the last few days: $SHVA.TA $ASPI $ASTS $LODE"
X Link 2025-04-08T09:36Z [----] followers, [----] engagements
"I'm not cancelling any of my US travel plans - see you at @PlanetMicroCap showcase in Vegas https://www.ft.com/content/6dc16a54-8de1-4f3b-8409-ecb566118127 https://www.ft.com/content/6dc16a54-8de1-4f3b-8409-ecb566118127"
X Link 2025-04-11T21:38Z [----] followers, 14.4K engagements
"New "Who Am I" write up is out on $PLBY. Link in Bio ignored: no pitches anywhere for [--] years -98% from the highs. Iconic consumer brand at $100m. Moved from Distressed = cash generative post debt restructuring + massive licensing deal"
X Link 2025-04-28T22:00Z [----] followers, 39.2K engagements
"$IWG $IWG.L - continues to deliver re-iterate guidance. Lead indicators remain strong buyback upsized. As long as EBITDA is growing (thus leverage falling) all FCF is going to buybacks. Thesis remains firmly on track"
X Link 2025-05-06T08:18Z [----] followers, 24.3K engagements
"$PLBY - inflection is here + thesis on track. now EBITDA +ve positive commentary on: Honey Birdette licensing pipeline (gaming / Playboy club) upside to Byborg minimum guarantees.stock up a today / MTD but this is a blip on the chart - multi-bagger returns await imo. New "Who Am I" write up is out on $PLBY. Link in Bio ignored: no pitches anywhere for [--] years -98% from the highs. Iconic consumer brand at $100m. Moved from Distressed = cash generative post debt restructuring + massive licensing deal. New "Who Am I" write up is out on $PLBY. Link in Bio ignored: no pitches anywhere for [--] years"
X Link 2025-05-16T14:48Z [----] followers, 16.3K engagements
"$ASPI. Huge news.devil is in the detail (pricing unit economics etc) but this is validation that the bear said would never happen. Additionally like the sound of collaboration on US based enrichment 📍 ASP Isotopes Inc. enters into Definitive Agreements with TerraPower including Loan Agreement for Construction of a HALEU Production Facility and Supply Agreements for HALEU Read full press release: https://t.co/KlxGtgfDpt #NASDAQ: $ASPI #nuclear #energy #isotopes #technews https://t.co/Nt1xj4gYsQ 📍 ASP Isotopes Inc. enters into Definitive Agreements with TerraPower including Loan Agreement for"
X Link 2025-05-19T21:15Z [----] followers, [----] engagements
"I joined an $ASPI investor trip in [----]. It made a huge difference to my conviction levels particularly when the short report hit ie I had the confidence to add instead of panic selling. I highly suggest going if you get a chance my trip was very invaluable. Going to South Africa was well worth it for the amount of information you get to intake from the scientists understanding how PET labs integrates and truly understanding how the tech can scale. $ASPI https://t.co/yOKp5V5L3j I highly suggest going if you get a chance my trip was very invaluable. Going to South Africa was well worth it for"
X Link 2025-06-04T14:05Z [----] followers, 12.5K engagements
"This write up from @whirlybard lays out why $LODE today is worth 10x todays share priceas well as the path to being a [---] bagger over [--] years. The most asymmetric opportunity I see todayreminds me of $ASTS at $3 a year ago. I pushed out an update to my $LODE piece. My first effort at a valuation was a bit lacking so I'm taking another crack at it as well as a general update. https://t.co/xeIZ5cGsZN I pushed out an update to my $LODE piece. My first effort at a valuation was a bit lacking so I'm taking another crack at it as well as a general update. https://t.co/xeIZ5cGsZN"
X Link 2025-06-04T14:56Z [----] followers, 12.8K engagements
"3 have doubled: $ASPI $LODE $ASTS. [--] has gone lower: $SHVA.TA I'll take it Names I've added to in the last few days: $SHVA.TA $ASPI $ASTS $LODE Names I've added to in the last few days: $SHVA.TA $ASPI $ASTS $LODE"
X Link 2025-06-13T16:05Z [----] followers, [----] engagements
"Had a blast getting on the @PlanetMicroCap podcast with @BobbyKKraft We covered a lot of ground including a discussing a few of my care names $IWG.L $LODE $ASTS $PLBY $ASPI $MCB.TO 🚨 New Podcast Alert 🚨 Finding Asymmetric Opportunities in MicroCaps and Music Royalties with Jerome @Uzocapital We dive deep into: Why he seeks "undiscovered" or "drastically changing" companies How music royalties boost his risk tolerance Lessons from 10-baggers 🚨 New Podcast Alert 🚨 Finding Asymmetric Opportunities in MicroCaps and Music Royalties with Jerome @Uzocapital We dive deep into: Why he seeks"
X Link 2025-06-18T22:15Z [----] followers, 12.8K engagements
"$ASTS - BofA initiation - Did the analyst actually do any analysis Emergency response defense/government barely mentioned.laughable assumptions for ARPU ($1.5) and sat coverage (peaking at 54) = revenue & EBITDA estimates miles below street. Embarassing"
X Link 2025-06-25T15:01Z [----] followers, 23.2K engagements
"New "Who am I" Write up on the 'stack' on $XPOF. See bio for link. $XPOF - confirmed SEC investigation is over. valuation remains deep value (5-6x [--] FCF) with left tail risks abating and both earnings quality & growth algo improving heading into [----] with exit of non-core brands refinancing & end of litigation & restructuring costs. $XPOF - confirmed SEC investigation is over. valuation remains deep value (5-6x [--] FCF) with left tail risks abating and both earnings quality & growth algo improving heading into [----] with exit of non-core brands refinancing & end of litigation & restructuring"
X Link 2025-07-07T12:45Z [----] followers, [----] engagements
"$XPOF - announced a new multi-year merchandise licensing deal.which should add $8-10m EBITDA (6-8% upgrade). Multiple is trough and earnings growth + revisions are both inflecting. Next catalysts: refinancing and selling unprofitable non-core brands. New "Who am I" Write up on the 'stack' on $XPOF. See bio for link. https://t.co/sPP9zkSvoA New "Who am I" Write up on the 'stack' on $XPOF. See bio for link. https://t.co/sPP9zkSvoA"
X Link 2025-07-10T14:20Z [----] followers, 10.2K engagements
"$IWG $IWG.L - Trustpilot score for Regus (3.7) + Space (4.0) - marked improvement & material outlier vs wework (1.6) and ALL the global hotel franchisors: (Marriot: [---] / Hillton: [---] / IHG: [---] / Holiday Inn: 2.3) / Hyatt:2.0 / Accor: 2.2). $IWG $IWG.L - continues to deliver re-iterate guidance. Lead indicators remain strong buyback upsized. As long as EBITDA is growing (thus leverage falling) all FCF is going to buybacks. Thesis remains firmly on track. $IWG $IWG.L - continues to deliver re-iterate guidance. Lead indicators remain strong buyback upsized. As long as EBITDA is growing (thus"
X Link 2025-07-14T10:02Z [----] followers, [----] engagements
"CEO Paul Mann mentioned partnership discussions are happening for the UK & US. $ASPI market cap today c.$1bn vs $LEU: $4bn $OKLO: $10bn what would the market value $ASPI & QLE post spin with a US partner on board thats unlock domestic US enrichment I joined an $ASPI investor trip in [----]. It made a huge difference to my conviction levels particularly when the short report hit ie I had the confidence to add instead of panic selling. I joined an $ASPI investor trip in [----]. It made a huge difference to my conviction levels particularly when the short report hit ie I had the confidence to add"
X Link 2025-07-20T23:43Z [----] followers, 13.7K engagements
"My $PLBY idea on @MicroCapClub ranked 2nd (+95%) for new ideas posted this year. Interestingly only had [--] response to it on Microcap club and [--] on substack since posting the thesis [--] months ago. Nobody cares yet. Still early in the discovery phase. We appreciate our members for continuing to turn over the global microcap rocks Here are the top performing NEW profiles YTD $CURI $PLBY $DBO.TO $THTX.TO $5CF.SI $PPIH $ESPR $CNRD $UNIBAP.ST $RZLT $RMB.V $FOR.V $UHG $CEK.DE $MKTW $LOVE.V $FSI $FTEK $BURCA $MHA.L $GRID.TO $PRPO https://t.co/mO7Xb1AswP We appreciate our members for continuing to turn"
X Link 2025-07-27T13:12Z [----] followers, 20.9K engagements
"About once a year i find a pre-revenue company that i commit to making a core position riding out volatility and remaining patient to allow the multi-year thesis to run its course. (eg $LODE $ASPI $ASTS) Hydrograph $HG.C is my [----] pick. DYODD. Another bold claim Hydrograph will become the most viral stock story in the history of stocks. Why 👇 What is viral Well its when a story gets the most eye balls on it How does it happen. My C4 model describes how our attention shifts based on energy. Well Another bold claim Hydrograph will become the most viral stock story in the history of stocks."
X Link 2025-07-29T14:50Z [----] followers, 29.3K engagements
"Investors are systematically slow to identify promising material science tech companies approaching commercialisation. $LODE $ASPI $HG $HG.C. If you want to get up the learning curve on Hydrograph Id recommend the @BambroughKevin & @JayTaylorMedia youtube videos. About once a year i find a pre-revenue company that i commit to making a core position riding out volatility and remaining patient to allow the multi-year thesis to run its course. (eg $LODE $ASPI $ASTS) Hydrograph $HG.C is my [----] pick. DYODD. About once a year i find a pre-revenue company that i commit to making a core position"
X Link 2025-08-01T22:54Z [----] followers, [----] engagements
"Portfolio themes: 1) pre-revenue material science tech (with excellent unit economics) 2) Cheap growing royalties 3) Cheap hypergrowth 4) Convexity: warrants litigation LEAPS stubs"
X Link 2025-08-04T13:41Z [----] followers, [----] engagements
"$TBLA - beat + raise. Net revs: +15% EBITDA +21% FCF conversion: 75% huge buybacks.very happy. $TALK - numbers in line commentary re further growth acceleration a positive but thought growth would be surprising positively by now and no buybacks.frustrating"
X Link 2025-08-06T10:31Z [----] followers, [----] engagements
"And like clockwork the first punch lands - $LODE announces a super dilutive raise. I was expecting a raise of $10-15m not $30m The Americans are catching up $ASPI $ASTS 👀 Note to self: When it feels this "easy" particularly in unprofitable stocks a material pullback usually isnt far away. The Americans are catching up $ASPI $ASTS 👀 Note to self: When it feels this "easy" particularly in unprofitable stocks a material pullback usually isnt far away"
X Link 2025-08-13T06:51Z [----] followers, [----] engagements
"$ASPI - QLE UK site nuclear secured. ASPI is currently seen as a south africa company suspect in the future it will be seen as a more global business as production plans in UK Iceland & US come into view. https://www-bbc-com.cdn.ampproject.org/c/s/www.bbc.com/news/articles/c5y28722508o.amp CEO Paul Mann mentioned partnership discussions are happening for the UK & US. $ASPI market cap today c.$1bn vs $LEU: $4bn $OKLO: $10bn what would the market value $ASPI & QLE post spin with a US partner on board thats unlock domestic US enrichment"
X Link 2025-08-13T12:12Z [----] followers, 18.5K engagements
"$PLBY. Results were a beat but more importantly confirmed new licensing deals that will underpin licensing revenue growth with much more in the pipeline. Thesis firmly on track. Discovery process is underway - initiated with buy at Lucid Capital $PLBY recently renamed: PLAYBOY INC. Stock almost doubled since my write up but still see multi-bagger returns ahead if things pan out as I expect. Discovery process is underway - initiated with buy at Lucid Capital $PLBY recently renamed: PLAYBOY INC. Stock almost doubled since my write up but still see multi-bagger returns ahead if things pan out as"
X Link 2025-08-13T14:06Z [----] followers, 15.2K engagements
"$HG $HG.CN Hydrograph +40% on a contract win. First time Ive made 400% within [--] weeks HydroGraph Partners with Hawkeye Bio to Power Novel Graphene Biosensor Solution for LEAP Lung Cancer Test. About once a year i find a pre-revenue company that i commit to making a core position riding out volatility and remaining patient to allow the multi-year thesis to run its course. (eg $LODE $ASPI $ASTS) Hydrograph $HG.C is my [----] pick. DYODD. About once a year i find a pre-revenue company that i commit to making a core position riding out volatility and remaining patient to allow the multi-year thesis"
X Link 2025-08-14T17:07Z [----] followers, [----] engagements
"$ASPI. This is big news - US production is coming via JV with Fermi America. https://ir.aspisotopes.com/news-events/press-releases/detail/75/asp-isotopes-inc-and-its-subsidiary-quantum-leap-energy $ASPI - QLE UK site nuclear secured. ASPI is currently seen as a south africa company suspect in the future it will be seen as a more global business as production plans in UK Iceland & US come into view. https://t.co/ndEcznFzTy https://ir.aspisotopes.com/news-events/press-releases/detail/75/asp-isotopes-inc-and-its-subsidiary-quantum-leap-energy $ASPI - QLE UK site nuclear secured. ASPI is"
X Link 2025-08-15T13:10Z [----] followers, [----] engagements
"$PLBY - convertible prefs are gone. Net debt down to $128m. Remarkable how different the business looks today vs a year ago. $PLBY. Results were a beat but more importantly confirmed new licensing deals that will underpin licensing revenue growth with much more in the pipeline. Thesis firmly on track. $PLBY. Results were a beat but more importantly confirmed new licensing deals that will underpin licensing revenue growth with much more in the pipeline. Thesis firmly on track"
X Link 2025-08-25T13:20Z [----] followers, 11.5K engagements
"Another trip into the Nevada desert but this year it wasnt for Burning Manwas a visit to $LODE metalswith a pitstop via NYC to see the US Open and a couple of visits to Metlife stadium to see Oasis & System of a Down"
X Link 2025-09-02T13:31Z [----] followers, [----] engagements
"Each of my positions fit into at least one of these themes: Hypergrowth at a reasonable price Listed VC (disruptive & unprofitable) B2B platforms Dominant leader in its niche Royalties Litigation Warrants & LEAPS Change in Regulation Change in Business Model"
X Link 2025-09-08T19:27Z [----] followers, 11K engagements
"$ASTS have confirmed that their direct to device solutions works inside airplanes. Why isnt this a $GOGO moat killer"
X Link 2025-10-03T09:13Z [----] followers, [----] engagements
"$ASPI. @Jaro_rogue : +500% since his pitch Fuzzy: -80% since his pitch Disclosure - Short $ASPI + looking for borrow on Jacob Rowe Disclosure - Short $ASPI + looking for borrow on Jacob Rowe"
X Link 2025-10-13T20:24Z [----] followers, 10.4K engagements
"Old enough to remember when fuzzy actually did good work. He has really embarrassed himself on $ASPI yet continues in his attempt to spread FUD Old enough to remember when @zerohedge actually did good work Now pumping a nuclear stock $ASPI who's: -CEO quit [--] week ago -Has a Virtual HQ [---] year old tech -And that has never enriched Uranium Is Zerohedge is trying to pile retail into Zero's Old enough to remember when @zerohedge actually did good work Now pumping a nuclear stock $ASPI who's: -CEO quit [--] week ago -Has a Virtual HQ [---] year old tech -And that has never enriched Uranium Is"
X Link 2025-10-13T21:21Z [----] followers, [----] engagements
"Im betting that $ASTS will be the exception within this cohort. Has there ever been a non-biotech +$20B public company with near zero revenues that had a great long term return Name it with the return. Has there ever been a non-biotech +$20B public company with near zero revenues that had a great long term return Name it with the return"
X Link 2025-10-14T10:13Z [----] followers, [----] engagements
"My portfolios strongest and weakest performers among my top [--] positions. multi-baggers: $HG.CN / $HGRAF x6 $ASTS x4 $ASPI x4 $VST.CN / $NURS.V x3 positive contributors: $LODE +80% $PLBY +50% $IWG.L +30% stinkers: $XPOF -40% $INT.ST -40%"
X Link 2025-10-15T20:49Z [----] followers, 25K engagements
"Of my top [--] positions: [--] - sourced from friends/fintwit [--] - micro/small caps (sub $1bn) [--] - unprofitable & cash burning [--] - been hit with short reports [--] - owned over [--] months [--] - never spoken with management [--] - planning a US relisting [--] - I own 1% of the company My portfolios strongest and weakest performers among my top [--] positions. multi-baggers: $HG.CN / $HGRAF x6 $ASTS x4 $ASPI x4 $VST.CN / $NURS.V x3 positive contributors: $LODE +80% $PLBY +50% $IWG.L +30% stinkers: $XPOF -40% $INT.ST -40% My portfolios strongest and weakest performers among my top [--] positions. multi-baggers:"
X Link 2025-10-16T11:42Z [----] followers, 11.1K engagements
"$HGRAF $HG.CN . glad they were patient & raised capital at a healthy valuation. Dilution is minimal and they now have the financial resources need to deliver commercial production. Impressive stock recovery in [--] days. Next catalyst regulatory (EPA) approval then orders in [----]. My portfolios strongest and weakest performers among my top [--] positions. multi-baggers: $HG.CN / $HGRAF x6 $ASTS x4 $ASPI x4 $VST.CN / $NURS.V x3 positive contributors: $LODE +80% $PLBY +50% $IWG.L +30% stinkers: $XPOF -40% $INT.ST -40% My portfolios strongest and weakest performers among my top [--] positions."
X Link 2025-10-24T20:56Z [----] followers, [----] engagements
"France: "33% tax on share buybacks" Cutting benefits is too "difficult" so politicans just hike taxes. We need more Mileis in the developed world before its too late. https://www.bloomberg.com/news/articles/2025-10-30/french-lawmakers-push-tax-hikes-sowing-doubts-over-budgetembedded-checkout=true https://www.bloomberg.com/news/articles/2025-10-30/french-lawmakers-push-tax-hikes-sowing-doubts-over-budgetembedded-checkout=true"
X Link 2025-10-31T20:38Z [----] followers, [----] engagements
"For [--] of my top [--] holdings today (including [--] recent undisclosed names) I've owned / bought stock while they were microcaps. Microcaps are imo the most fertile hunting ground for multi-baggers if you are prepared to get your hands dirty and embrace illiquidity & volatility"
X Link 2025-11-03T12:06Z [----] followers, 11.2K engagements
"$VST.CN is back to almost a 50% discount to the value of its $NURS.V stake & 10% profit share in VSDH1"
X Link 2025-11-07T19:23Z [----] followers, [----] engagements
"When the US government re-opens count down commences again for: $ASPI - QLE spin $ASTS - global dome $HGRAF - EPA approval"
X Link 2025-11-10T12:17Z [----] followers, [----] engagements
"Looking for stocks where there is profitable hypergrowth under the surface (e.g. in a division) but hasnt shown up materially at the group level but will soon. Any suggestions What names have similar dynamics as $TPB (FRE+ALP) / $EVC (Smadex) / $NURS.V (VSDH1) 6-12 months ago"
X Link 2025-12-15T15:19Z [----] 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:
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:
- 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:
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:
- 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:
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:
- 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:
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:
- 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