#  @amuuhasuo Amuu Hasuo Amuu Hasuo posts on X about $nn, short interest, samsung, ai the most. They currently have [--] followers and [--] posts still getting attention that total [-----] engagements in the last [--] hours. ### Engagements: [-----] [#](/creator/twitter::596570775/interactions)  - [--] Week [-----] +3,204% - [--] Month [-----] +20,971% ### Mentions: [--] [#](/creator/twitter::596570775/posts_active)  - [--] Week [--] +600% - [--] Month [--] +750% ### Followers: [--] [#](/creator/twitter::596570775/followers)  - [--] Week [--] +63% - [--] Month [--] +117% ### CreatorRank: [---------] [#](/creator/twitter::596570775/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) [technology brands](/list/technology-brands) [stocks](/list/stocks) [countries](/list/countries) [social networks](/list/social-networks) [cryptocurrencies](/list/cryptocurrencies) [vc firms](/list/vc-firms) **Social topic influence** [$nn](/topic/$nn) #1, [short interest](/topic/short-interest) #60, [samsung](/topic/samsung), [ai](/topic/ai), [debt](/topic/debt), [$nflx](/topic/$nflx), [tiktok](/topic/tiktok), [catalyst](/topic/catalyst) #59, [$sats](/topic/$sats), [$frfhf](/topic/$frfhf) **Top accounts mentioned or mentioned by** [@brownmarubozu](/creator/undefined) [@goodhousecap](/creator/undefined) [@calgaryleveen](/creator/undefined) [@yummycenturyegg](/creator/undefined) [@23titan31](/creator/undefined) [@cfrischer1](/creator/undefined) [@adjebitdax](/creator/undefined) [@proftuchusman](/creator/undefined) [@laughingh20cap](/creator/undefined) [@realrayrivers](/creator/undefined) [@jukan05](/creator/undefined) [@zerohedge](/creator/undefined) [@hayekandkeynes](/creator/undefined) [@michaelxpettis](/creator/undefined) [@realjimchanos](/creator/undefined) [@commonsense6174](/creator/undefined) [@a16z](/creator/undefined) [@autismcapital](/creator/undefined) [@evrgn11112231](/creator/undefined) [@sbdudeist](/creator/undefined) **Top assets mentioned** [Netflix Inc (NFLX)](/topic/$nflx) [SATS (Ordinals) (SATS)](/topic/$sats) ### Top Social Posts Top posts by engagements in the last [--] hours "@cfrischer1 Am not eggy. Am long $NN via options. Having interviewed many GLG experts in my previous roles I know how hit or miss expert interviews can be. The opposition to eggs writings is ad hominem and lacks specificity. Dont convince us with experts do it with details" [X Link](https://x.com/amuuhasuo/status/1985471999523926343) 2025-11-03T22:19Z [--] followers, [---] engagements "@cfrischer1 I started to browse X to follow the research on $NN and $SATS. Followed you because of your voice on $NN. Btw I also own $FRFHF. Dont want to get drawn into any bickering. Nothing personal I just want to read something more thought-provoking than what Im reading so far" [X Link](https://x.com/amuuhasuo/status/1985501349413634205) 2025-11-04T00:16Z [--] followers, [---] engagements "@ProfTuchusman @CalgaryLeveen @yummyCenturyEgg @LaughingH20Cap @cfrischer1 @RealRayRivers The expiration date for this experimental license is in [----]. Does that mean the test will take that long How long should it realistically take Does that mean nothing from the FCC for a while" [X Link](https://x.com/amuuhasuo/status/1993475176298955112) 2025-11-26T00:21Z [--] followers, [--] engagements "@jukan05 [--]. I thought Samsung was already selling to the Chinese and is just diverting the volume to Goog/broadcom so its not additional revenue. They are already fully utilized for hbm3e. Its just not good enough for nvda so their pricing sucks. Also hynix/mu dont have volume for goog" [X Link](https://x.com/amuuhasuo/status/1995356782127165509) 2025-12-01T04:58Z [--] followers, [---] engagements "@zerohedge PBOC needs to buy a lot more gold before they can try anything with Taiwan" [X Link](https://x.com/amuuhasuo/status/1996387308808130897) 2025-12-04T01:13Z [--] followers, [---] engagements "@HayekAndKeynes The money we spent on Ukraine mostly came back to us in the form of weapon/supply purchases. Unless Greenlanders only spend the 1mn on US products its not the same" [X Link](https://x.com/amuuhasuo/status/2008737580687520172) 2026-01-07T03:08Z [--] followers, [--] engagements "@michaelxpettis True but China isnt looking for optimal or maximal global output. Neither is the US or any other country for that matter. Im not sure that the world has ever been in equilibrium" [X Link](https://x.com/amuuhasuo/status/2014895659124773031) 2026-01-24T02:58Z [--] followers, [--] engagements "@RealJimChanos Same thing with INFY/CTSH and the other Indian IT services companies. In fact one can argue that India as a whole is at risk of AI disruption as it lacks a hardware stack" [X Link](https://x.com/amuuhasuo/status/2022503304279048430) 2026-02-14T02:48Z [--] followers, [--] engagements "@commonsense6174 Whats your view on the DTL and how that will be treated in a LME and/or prepack The business itself is worth less than OpCo debt so DTL seems like the main determinant of pref and common value" [X Link](https://x.com/amuuhasuo/status/1985893432750194970) 2025-11-05T02:14Z [--] followers, [--] engagements "@GoodHouseCap @adjebitdax The difference is that NFLX created the streaming market. QVCGA is pivoting at least [--] years too late" [X Link](https://x.com/amuuhasuo/status/2016489590752989466) 2026-01-28T12:32Z [--] followers, [---] engagements "@adjebitdax @GoodHouseCap Does being #1 support a multibillion dollar EV On AMZN the top 3rd party seller does 1bn about 0.2% of AMZNs 3rd party GMV. If QVC does 1bn on Tiktok thats 10pct of its rev. Btw @goodhousecap compared QVC to NFLX. Im merely pointing out that the comparison is invalid" [X Link](https://x.com/amuuhasuo/status/2016706302035239008) 2026-01-29T02:53Z [--] followers, [---] engagements "@GoodHouseCap @adjebitdax Respectfully I disagree. Im long QVC mind you. And hope youre right but 5-10pct is unlikely. Diversified platforms like tiktok amzn IG youtube etc do not have concentrated participants on them. Like i said biggest reseller on amzn is 0.2%" [X Link](https://x.com/amuuhasuo/status/2016753959915130918) 2026-01-29T06:03Z [--] followers, [---] engagements "@a16z I think Ray Peat is talking about how in the very short term stress hormone and inflammation rise when one is calorie deprived. But longer term fasting or calorie restriction actually reduce inflammation as the body adapts. Both can be true but just on different time scales" [X Link](https://x.com/amuuhasuo/status/2019190227735314794) 2026-02-04T23:23Z [--] followers, [--] engagements "@AutismCapital This is obviously fear mongering. While I dont think an unrealized gains tax is workable I do think higher other taxes are warranted on extreme wealth" [X Link](https://x.com/amuuhasuo/status/2021115978462134554) 2026-02-10T06:56Z [--] followers, [---] engagements "@evrgn11112231 They arent even down that much and eveyone and their mother come out to defend them. The risk/reward is just ok One risk that I havent heard anyone talk about is AI improving productivity so much that it will lead to debt paydowns and slower issuance in the long term" [X Link](https://x.com/amuuhasuo/status/2022471045698195575) 2026-02-14T00:40Z [--] followers, [---] engagements "@sbdudeist @PeterDiamandis Transportation is mostly a commodity need while housing is mostly not. There is airbnb for housing for those that want to monetize their space. Also people have been monetizing their space with roommates since forever" [X Link](https://x.com/amuuhasuo/status/2022512245603995730) 2026-02-14T03:24Z [--] followers, [--] engagements "@BrownMarubozu @yummyCenturyEgg @CalgaryLeveen @23Titan31 Interesting that $NN has a high short interest. Wondering whos shorting and why they are so quiet" [X Link](https://x.com/amuuhasuo/status/2022519081749090660) 2026-02-14T03:51Z [--] followers, [--] engagements "@BrownMarubozu @yummyCenturyEgg @CalgaryLeveen @23Titan31 @yummyCenturyEgg raises valid concerns on $NN. I dont think the situation is as dire as he frames it but I also dont think its a slam dunk. $NN has to cross a high bar to prove its non-interference case as the political risk is high for the FCC" [X Link](https://x.com/amuuhasuo/status/2022518160621273485) 2026-02-14T03:48Z [--] followers, [---] engagements "@BrownMarubozu @yummyCenturyEgg @CalgaryLeveen @23Titan31 I owned $NN via calls. Im out now. $NN reporting losses may not be the reason its heavily shorted especially when theres a widely expected positive near term catalyst. I wonder if the shorts have a better take on the NPRM process" [X Link](https://x.com/amuuhasuo/status/2022675482970591258) 2026-02-14T14:13Z [--] followers, [---] engagements "@gregory_FTA @michaeljburry @grok @grok what was scions performance since the gfc" [X Link](https://x.com/amuuhasuo/status/2022948974223876590) 2026-02-15T08:19Z [--] followers, [--] engagements "@BillAckman @leevalueroach Its a complete crapshoot to pick successful long-term managers on an ex ante basis. Most do it by looking at track record which has little predictive power. Almost all investors should just strategically asset allocate and index. Being average is winning" [X Link](https://x.com/amuuhasuo/status/2022659865840365849) 2026-02-14T13:11Z [--] followers, [---] engagements "@BrownMarubozu @yummyCenturyEgg @CalgaryLeveen @23Titan31 Id rather just be right than be a contrarian. Your rationale for the high short interest doesnt seem convincing to me. 17% of float shorted because of quants What other stocks are similarly shorted for their liquidity and poor screening" [X Link](https://x.com/amuuhasuo/status/2022532311724757052) 2026-02-14T04:44Z [--] followers, [---] engagements "@BrownMarubozu @yummyCenturyEgg @CalgaryLeveen @23Titan31 Both the short interest ratio and the % of float are important and both are high for $NN. The distinction is a non-sequitur. Most highly shorted names dont have a potential positive catalyst to cause a short squeeze. You know that I dont know is a legitimate response right" [X Link](https://x.com/amuuhasuo/status/2022626383080624421) 2026-02-14T10:58Z [--] followers, [---] engagements "@orrdavid Can just buy MU and Samsung GDR" [X Link](https://x.com/amuuhasuo/status/2023348770080195071) 2026-02-16T10:48Z [--] followers, [----] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@amuuhasuo Amuu HasuoAmuu Hasuo posts on X about $nn, short interest, samsung, ai the most. They currently have [--] followers and [--] posts still getting attention that total [-----] engagements in the last [--] hours.
Social category influence finance technology brands stocks countries social networks cryptocurrencies vc firms
Social topic influence $nn #1, short interest #60, samsung, ai, debt, $nflx, tiktok, catalyst #59, $sats, $frfhf
Top accounts mentioned or mentioned by @brownmarubozu @goodhousecap @calgaryleveen @yummycenturyegg @23titan31 @cfrischer1 @adjebitdax @proftuchusman @laughingh20cap @realrayrivers @jukan05 @zerohedge @hayekandkeynes @michaelxpettis @realjimchanos @commonsense6174 @a16z @autismcapital @evrgn11112231 @sbdudeist
Top assets mentioned Netflix Inc (NFLX) SATS (Ordinals) (SATS)
Top posts by engagements in the last [--] hours
"@cfrischer1 Am not eggy. Am long $NN via options. Having interviewed many GLG experts in my previous roles I know how hit or miss expert interviews can be. The opposition to eggs writings is ad hominem and lacks specificity. Dont convince us with experts do it with details"
X Link 2025-11-03T22:19Z [--] followers, [---] engagements
"@cfrischer1 I started to browse X to follow the research on $NN and $SATS. Followed you because of your voice on $NN. Btw I also own $FRFHF. Dont want to get drawn into any bickering. Nothing personal I just want to read something more thought-provoking than what Im reading so far"
X Link 2025-11-04T00:16Z [--] followers, [---] engagements
"@ProfTuchusman @CalgaryLeveen @yummyCenturyEgg @LaughingH20Cap @cfrischer1 @RealRayRivers The expiration date for this experimental license is in [----]. Does that mean the test will take that long How long should it realistically take Does that mean nothing from the FCC for a while"
X Link 2025-11-26T00:21Z [--] followers, [--] engagements
"@jukan05 [--]. I thought Samsung was already selling to the Chinese and is just diverting the volume to Goog/broadcom so its not additional revenue. They are already fully utilized for hbm3e. Its just not good enough for nvda so their pricing sucks. Also hynix/mu dont have volume for goog"
X Link 2025-12-01T04:58Z [--] followers, [---] engagements
"@zerohedge PBOC needs to buy a lot more gold before they can try anything with Taiwan"
X Link 2025-12-04T01:13Z [--] followers, [---] engagements
"@HayekAndKeynes The money we spent on Ukraine mostly came back to us in the form of weapon/supply purchases. Unless Greenlanders only spend the 1mn on US products its not the same"
X Link 2026-01-07T03:08Z [--] followers, [--] engagements
"@michaelxpettis True but China isnt looking for optimal or maximal global output. Neither is the US or any other country for that matter. Im not sure that the world has ever been in equilibrium"
X Link 2026-01-24T02:58Z [--] followers, [--] engagements
"@RealJimChanos Same thing with INFY/CTSH and the other Indian IT services companies. In fact one can argue that India as a whole is at risk of AI disruption as it lacks a hardware stack"
X Link 2026-02-14T02:48Z [--] followers, [--] engagements
"@commonsense6174 Whats your view on the DTL and how that will be treated in a LME and/or prepack The business itself is worth less than OpCo debt so DTL seems like the main determinant of pref and common value"
X Link 2025-11-05T02:14Z [--] followers, [--] engagements
"@GoodHouseCap @adjebitdax The difference is that NFLX created the streaming market. QVCGA is pivoting at least [--] years too late"
X Link 2026-01-28T12:32Z [--] followers, [---] engagements
"@adjebitdax @GoodHouseCap Does being #1 support a multibillion dollar EV On AMZN the top 3rd party seller does 1bn about 0.2% of AMZNs 3rd party GMV. If QVC does 1bn on Tiktok thats 10pct of its rev. Btw @goodhousecap compared QVC to NFLX. Im merely pointing out that the comparison is invalid"
X Link 2026-01-29T02:53Z [--] followers, [---] engagements
"@GoodHouseCap @adjebitdax Respectfully I disagree. Im long QVC mind you. And hope youre right but 5-10pct is unlikely. Diversified platforms like tiktok amzn IG youtube etc do not have concentrated participants on them. Like i said biggest reseller on amzn is 0.2%"
X Link 2026-01-29T06:03Z [--] followers, [---] engagements
"@a16z I think Ray Peat is talking about how in the very short term stress hormone and inflammation rise when one is calorie deprived. But longer term fasting or calorie restriction actually reduce inflammation as the body adapts. Both can be true but just on different time scales"
X Link 2026-02-04T23:23Z [--] followers, [--] engagements
"@AutismCapital This is obviously fear mongering. While I dont think an unrealized gains tax is workable I do think higher other taxes are warranted on extreme wealth"
X Link 2026-02-10T06:56Z [--] followers, [---] engagements
"@evrgn11112231 They arent even down that much and eveyone and their mother come out to defend them. The risk/reward is just ok One risk that I havent heard anyone talk about is AI improving productivity so much that it will lead to debt paydowns and slower issuance in the long term"
X Link 2026-02-14T00:40Z [--] followers, [---] engagements
"@sbdudeist @PeterDiamandis Transportation is mostly a commodity need while housing is mostly not. There is airbnb for housing for those that want to monetize their space. Also people have been monetizing their space with roommates since forever"
X Link 2026-02-14T03:24Z [--] followers, [--] engagements
"@BrownMarubozu @yummyCenturyEgg @CalgaryLeveen @23Titan31 Interesting that $NN has a high short interest. Wondering whos shorting and why they are so quiet"
X Link 2026-02-14T03:51Z [--] followers, [--] engagements
"@BrownMarubozu @yummyCenturyEgg @CalgaryLeveen @23Titan31 @yummyCenturyEgg raises valid concerns on $NN. I dont think the situation is as dire as he frames it but I also dont think its a slam dunk. $NN has to cross a high bar to prove its non-interference case as the political risk is high for the FCC"
X Link 2026-02-14T03:48Z [--] followers, [---] engagements
"@BrownMarubozu @yummyCenturyEgg @CalgaryLeveen @23Titan31 I owned $NN via calls. Im out now. $NN reporting losses may not be the reason its heavily shorted especially when theres a widely expected positive near term catalyst. I wonder if the shorts have a better take on the NPRM process"
X Link 2026-02-14T14:13Z [--] followers, [---] engagements
"@gregory_FTA @michaeljburry @grok @grok what was scions performance since the gfc"
X Link 2026-02-15T08:19Z [--] followers, [--] engagements
"@BillAckman @leevalueroach Its a complete crapshoot to pick successful long-term managers on an ex ante basis. Most do it by looking at track record which has little predictive power. Almost all investors should just strategically asset allocate and index. Being average is winning"
X Link 2026-02-14T13:11Z [--] followers, [---] engagements
"@BrownMarubozu @yummyCenturyEgg @CalgaryLeveen @23Titan31 Id rather just be right than be a contrarian. Your rationale for the high short interest doesnt seem convincing to me. 17% of float shorted because of quants What other stocks are similarly shorted for their liquidity and poor screening"
X Link 2026-02-14T04:44Z [--] followers, [---] engagements
"@BrownMarubozu @yummyCenturyEgg @CalgaryLeveen @23Titan31 Both the short interest ratio and the % of float are important and both are high for $NN. The distinction is a non-sequitur. Most highly shorted names dont have a potential positive catalyst to cause a short squeeze. You know that I dont know is a legitimate response right"
X Link 2026-02-14T10:58Z [--] followers, [---] engagements
"@orrdavid Can just buy MU and Samsung GDR"
X Link 2026-02-16T10:48Z [--] followers, [----] engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
/creator/twitter::amuuhasuo