#  @capital_mindset Capital Mindset
Capital Mindset posts on X about $nvda, market, $googl, in the the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.
### Engagements: [---] [#](/creator/twitter::1429253266349694978/interactions)
- [--] Week [-----] -71%
- [--] Month [------] +194%
- [--] Months [-------] -87%
- [--] Year [---------] -1.30%
### Mentions: [--] [#](/creator/twitter::1429253266349694978/posts_active)
- [--] Week [--] -8%
- [--] Month [--] +118%
- [--] Months [---] +249%
- [--] Year [---] +150%
### Followers: [-----] [#](/creator/twitter::1429253266349694978/followers)
- [--] Week [-----] +0.18%
- [--] Month [-----] +1.60%
- [--] Months [-----] +15%
- [--] Year [-----] +43%
### CreatorRank: [---------] [#](/creator/twitter::1429253266349694978/influencer_rank)
### Social Influence
**Social category influence**
[stocks](/list/stocks) [technology brands](/list/technology-brands) [finance](/list/finance) [cryptocurrencies](/list/cryptocurrencies) [automotive brands](/list/automotive-brands) [social networks](/list/social-networks) [countries](/list/countries) [celebrities](/list/celebrities) [financial services](/list/financial-services) [luxury brands](/list/luxury-brands)
**Social topic influence**
[$nvda](/topic/$nvda), [market](/topic/market), [$googl](/topic/$googl), [in the](/topic/in-the), [meta](/topic/meta), [if you](/topic/if-you), [$amzn](/topic/$amzn), [stocks](/topic/stocks), [googl](/topic/googl), [amzn](/topic/amzn)
**Top accounts mentioned or mentioned by**
[@andrewm61370616](/creator/undefined) [@alderlaneeggs](/creator/undefined) [@0gbaconmemes](/creator/undefined) [@pulte](/creator/undefined) [@rosyprosperity](/creator/undefined) [@greavuz](/creator/undefined) [@christo46961600](/creator/undefined) [@batplc](/creator/undefined) [@ryanmcbeth](/creator/undefined) [@whitehouse](/creator/undefined) [@sfarringtonbkc](/creator/undefined) [@komodocapital](/creator/undefined) [@buccocapital](/creator/undefined) [@ckrawl](/creator/undefined) [@michaeljburry](/creator/undefined) [@sjb987654321](/creator/undefined) [@cougstaa](/creator/undefined) [@ruthcapital](/creator/undefined) [@gerberkawasakis](/creator/undefined) [@ojrenick](/creator/undefined)
**Top assets mentioned**
[NVIDIA Corp. (NVDA)](/topic/$nvda) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Metadium (META)](/topic/$meta) [Tesla, Inc. (TSLA)](/topic/$tsla) [Taiwan Semiconductor (TSM)](/topic/$tsm) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Microsoft Corp. (MSFT)](/topic/$msft) [Rigetti Computing, Inc. Common Stock (RGTI)](/topic/$rgti) [UnitedHealth Group (UNH)](/topic/$unh) [Apollo Global Management, Inc. (APO)](/topic/$apo) [Strategy (MSTR)](/topic/$mstr) [IonQ, Inc. (IONQ)](/topic/$ionq) [Fair Isaac, Corp. (FICO)](/topic/$fico) [RAI Finance (SOFI)](/topic/$sofi) [Quantum Computing Inc. (QUBT)](/topic/$qubt) [Elevance Health Inc (ELV)](/topic/$elv) [Oscar Health, Inc. (OSCR)](/topic/$oscr) [Adobe, Inc. (ADBE)](/topic/$adbe) [Oracle Corporation (ORCL)](/topic/$orcl) [Apple, Inc. (AAPL)](/topic/$aapl) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [D-Wave Quantum Inc. (QBTS)](/topic/$qbts) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [NextEra Energy Inc (NEE)](/topic/$nee) [Generac Holdings Inc. (GNRC)](/topic/$gnrc) [DisChain (DIS)](/topic/$dis) [Bitcoin (BTC)](/topic/bitcoin) [Netflix Inc (NFLX)](/topic/$nflx) [Celsius Holdings, Inc. Common Stock (CELH)](/topic/$celh) [Sterling Infrastructure, Inc. Common Stock (STRL)](/topic/$strl) [Affirm Holdings, Inc. (AFRM)](/topic/$afrm) [Autozone Inc (AZO)](/topic/$azo) [Novo-Nordisk (NVO)](/topic/$nvo)
### Top Social Posts
Top posts by engagements in the last [--] hours
"Still think RE plays are cheap. REITs continue to be heavily discounted and are more likely forward pricing changes in private markets. I still maintain [----] is an accumulation year for REITs. Albeit at a slower pace for me as many recovered from their relative lows"
[X Link](https://x.com/anyuser/status/1691612116526997985) 2023-08-16T00:45Z [----] followers, [---] engagements
"Shoutout to members who were watching as we took advantage of the strong fear in names like $KRC where you had two factors extending the discount. California exposure & being an office REIT. Class A is the way to play"
[X Link](https://x.com/capital_mindset/status/1699826646109311440) 2023-09-07T16:47Z [----] followers, [---] engagements
"After sort of mentioning some victory laps yesterday let me talk about $DG where I fumbled the bag in allocation strategy. Although still a small allocation the aggressive accumulation relative the thesis is a good reminder/lesson going forward"
[X Link](https://x.com/anyuser/status/1700156603226271943) 2023-09-08T14:38Z [--] followers, [---] engagements
"current allocation of 2.6% is not in line with that belief. I have elected to reduce exposure to about a 1.3-2% allocation and will after the [--] day window add in accordance to my thesis. The longer term story here is not broken in my view"
[X Link](https://x.com/capital_mindset/status/1700156607504454142) 2023-09-08T14:38Z [---] followers, [---] engagements
"just challenged for now. I reiterate I don't think there is a rush to accumulate $DG as we get more color on lower end consumer health and the return on the current capex strategy the market will appreciate that clarity as well"
[X Link](https://x.com/capital_mindset/status/1700156609119334651) 2023-09-08T14:38Z [---] followers, [---] engagements
"I thought I'd share these both here and YouTube outside of the investment club. Personal Holdings updated publicly on YT and Holding CO updated only to members with full transparency of $ figures and brokerage return calculations. The following are calculated returns by Merrill"
[X Link](https://x.com/anyuser/status/1705299480638070790) 2023-09-22T19:14Z [----] followers, [----] engagements
"Recently noticed retail dividend investors are interested in $WPC after the recent news to divest their office assets and recent drops. I was asked during a private club call to share my thoughts. I will do a video but for now the bullet points are here"
[X Link](https://x.com/capital_mindset/status/1705767126370332724) 2023-09-24T02:12Z [---] followers, [---] engagements
"$WPC boasts broad diversification which is both a strength and a weakness. Market does not appreciate the lack of focus on such a portfolio. The cost of capital versus more industrial focused peers is not favorable. This move is necessary as it follows $O with a"
[X Link](https://x.com/anyuser/status/1705767127964074194) 2023-09-24T02:12Z [--] followers, [---] engagements
"Similar spinoff of ONL. Office properties are not all created equal. This move overall is necessary for them to shed off low quality assets and hopefully improve their spread. I have very little interest and have HAD very little interest in $WPC. That being said"
[X Link](https://x.com/capital_mindset/status/1705767129805398018) 2023-09-24T02:12Z [---] followers, [---] engagements
"Doesnt mean much but it is funny (credit: bacon)"
[X Link](https://x.com/capital_mindset/status/1707114384751738950) 2023-09-27T19:26Z [---] followers, [---] engagements
"Utility darlings like $NEE are down in relation to yields.yes but the recent slope of the decline in share price is the market voting higher for longer will impact future returns. This idea is quite simple if we break it down on a high level"
[X Link](https://x.com/capital_mindset/status/1709241514092638391) 2023-10-03T16:18Z [---] followers, [---] engagements
"In short Utilities rely on debt issuance to fund development. Normally this is not an issue as these companies are government supported monopolies. This does not mean they are immune to capital market shifts like in this case and rising cost of debt"
[X Link](https://x.com/capital_mindset/status/1709241515891974316) 2023-10-03T16:18Z [---] followers, [--] engagements
"So it should be easy to connect this dot that should interest rates rise the cost of debt when a company like $NEE goes to refinance will increase their NIE and in turn this should decrease future projected income and cashflows"
[X Link](https://x.com/capital_mindset/status/1709241517271826837) 2023-10-03T16:18Z [---] followers, [--] engagements
"Furthermore some added context companies like $NEE have made it clear they plan to increase the use of shares as a source of capital raise due to the increase in the debt costs. Management has laid out aggressive investment plans and while I tend to commend this"
[X Link](https://x.com/capital_mindset/status/1709241518664429774) 2023-10-03T16:18Z [---] followers, [---] engagements
"Im not particularly attracted to Utility stocks. I view them now as a play potentially against rates being higher for longer although I know of a few discussed in the club that would play that role better. I rate $NEE AVOID for my personal investing approach"
[X Link](https://x.com/capital_mindset/status/1709241520279236979) 2023-10-03T16:18Z [---] followers, [---] engagements
"$GNRC appears to have a solid path to grow and compound 12-14% a year. Management has projected doubling EBITDA by [----] and margins coming back in line with historical levels. If true looks interesting. So far seeing as an entry in the 90s and below is very interesting"
[X Link](https://x.com/capital_mindset/status/1709650486100476054) 2023-10-04T19:23Z [---] followers, [---] engagements
"Funny how sentiment changes with CRWD just another example of how people can change their minds so quickly and are more driven by price than by doing actual research and at $90 it was a terrible company. Long $CRWD"
[X Link](https://x.com/capital_mindset/status/1712183953434493182) 2023-10-11T19:10Z [---] followers, [---] engagements
"DIS Earnings HOOD trading at Book Value MUSA CROX PYPL Adyen CHH"
[X Link](https://x.com/capital_mindset/status/1722442830856294691) 2023-11-09T02:35Z [---] followers, [---] engagements
"Bullish $DIS"
[X Link](https://x.com/anyuser/status/1724125944061825521) 2023-11-13T18:03Z [----] followers, [---] engagements
"Stocks Rally BIG New STOCKS we are adding Covering Your Shorts"
[X Link](https://x.com/capital_mindset/status/1724619986860450103) 2023-11-15T02:47Z [---] followers, [---] engagements
"Companies you want to be careful owning on declining interest rate environment RETAIL investor edition: HOOD: Q3'23 Generated $251 million in net interest revenue. Operating income. $75 million of that was from their corporate cash. Operating income still at a loss. Growth slowing greater focus needed in generating revenue in other lines of business. PLTR: Just under $40 million in interest Q3'23. Slowing growth in key areas such as commercial customers. While government has held up relatively well to some expectations a lower rate environment does not bode well for the profitability story."
[X Link](https://x.com/capital_mindset/status/1725236458116583481) 2023-11-16T19:36Z [---] followers, [---] engagements
"Imagine not understanding what BABA is. even after there are freely available breakdowns on the internet. I deserve a victory lap"
[X Link](https://x.com/capital_mindset/status/1725262820596408604) 2023-11-16T21:21Z [---] followers, [---] engagements
"@Greavuz @paulgabrail Hes the LB of investing"
[X Link](https://x.com/capital_mindset/status/1725399046926323802) 2023-11-17T06:22Z [---] followers, [--] engagements
"I started a game a couple weeks ago with the club members. I've always wanted to own the wonderful company of $COST. Rules are simple every time I shop there I buy [--] share. It's been a month and I've accumulated my 3rd share. I might have a miled Costco addiction"
[X Link](https://x.com/capital_mindset/status/1726691639866032549) 2023-11-20T19:59Z [---] followers, [---] engagements
"NVDA Earnings Blowout Portfolio at All Time Highs Buying Up Retail"
[X Link](https://x.com/capital_mindset/status/1727433095731917082) 2023-11-22T21:05Z [---] followers, [---] engagements
"Im upgrading NVDA from buy to super buy. But seriously. I think analysts are following in line upgrading the name under the assumption its current reality is a perpetual state. I cant help but think the exact opposite. If youve been following my content Ive spoken extensively on the upcoming changes. The company is no doubt exceptional and has been a great investment the past decade. At CURRENT valuations the setup seems quite poor. If Im correct on my forward projections there might be severe miscalculations on the part of analysts. $NVDA is an AVOID for me. Id much rather look elsewhere for"
[X Link](https://x.com/capital_mindset/status/1727666803373924848) 2023-11-23T12:33Z [---] followers, [---] engagements
"Happy thanksgiving everyone Will be in the EU for the next two weeks so time of content will change"
[X Link](https://x.com/capital_mindset/status/1727693348398399899) 2023-11-23T14:19Z [---] followers, [---] engagements
"Imagine being a YTD bro. Credit to the people who send me this making me cringe/die on the inside. Everyone should proliferate YTD bros for people that want to hide [----]. Especially when certain narratives on ones performance doesnt quite add up. @Christo46961600 youll get a kick out of this I think"
[X Link](https://x.com/capital_mindset/status/1728366400970899631) 2023-11-25T10:53Z [---] followers, [---] engagements
"@Ded_Capital Im so happy I only share one position with him. Idk what his performance is but his port like Andrew says screams typical retail investor"
[X Link](https://x.com/capital_mindset/status/1728493293804105880) 2023-11-25T19:18Z [---] followers, [---] engagements
"Live capture of EM teaching how they buy high and sell low. $SNBR $WBA $PYPL $META $MMM $BABA $SWBI $GDX $GDXJ $LUV $JETS $QQQ short $NVDA short $CCL BTW the ones on this list that have done well they like meta they didnt capture any of the upside. Im missing quite a bit from this list. This guy doesnt miss Keep in mind he cant show you his performance per his broker because that would shatter the image he wants to have"
[X Link](https://x.com/capital_mindset/status/1729052123688509443) 2023-11-27T08:18Z [---] followers, [---] engagements
"Idk if fintwit is worse than YouTube or better Thoughts"
[X Link](https://x.com/capital_mindset/status/1729402678223016047) 2023-11-28T07:31Z [---] followers, [---] engagements
"Now that my $PYPL trade is in Im super bullish $PYPL Im going to post daily reasons to buy PyPL 😉"
[X Link](https://x.com/capital_mindset/status/1729590181513023863) 2023-11-28T19:56Z [---] followers, [---] engagements
"Am I a boomer for loving banking at Bank of America 😂 Let me know your favorite bank. I have accounts with two major banks one local bank no current accounts with online banks. Looking to get one potentially"
[X Link](https://x.com/capital_mindset/status/1729783286258409956) 2023-11-29T08:44Z [---] followers, [---] engagements
"$PYPL daily reminder that PYPL is a wonderful company trading super super cheap 😉"
[X Link](https://x.com/capital_mindset/status/1729784279704474060) 2023-11-29T08:48Z [---] followers, [---] engagements
"$CRM top holding earnings: decent revenue growth 11% with similar guide. Margin expansion to 17% OP margin. Whats new here Nothing that wasnt already part of the thesis. First video price $180+ with a neutral sentiment Second video price hit my sweet spot. Abbreviated thesis to what I provided to the club members Im really happy with my investment and a proud owner of a wonderful company at a very good price"
[X Link](https://x.com/capital_mindset/status/1730005705770336727) 2023-11-29T23:27Z [---] followers, [---] engagements
"Ill publicly share my three points covered in the club private calls on $ORCL [--]. Technological challenges versus peers is not the only thing they have to worry about. They also have a disadvantage from a financial position. Of the hyper-scalers they are the most leveraged. [--]. Slowing growth likely to cripple valuation which is/was sitting at the high side to historical average for the company. [--]. Related to point [--] the capital allocation has been horrendous. Using debt to buy back stock at whatever valuation is a great way to destroy shareholder value over the long run. This does bode well"
[X Link](https://x.com/capital_mindset/status/1734957487004979258) 2023-12-13T15:24Z [---] followers, [---] engagements
"Imagine being short $QQQ and shorting $NVDA in the dumbest way possible. Do you guys know anyone in this position 😂"
[X Link](https://x.com/capital_mindset/status/1735029928029016304) 2023-12-13T20:12Z [---] followers, [---] engagements
"Meme created inside the Club 🤣"
[X Link](https://x.com/capital_mindset/status/1735321823925915733) 2023-12-14T15:32Z [---] followers, [---] engagements
"oh wow Looks like an EM Paul co went BK. Calls himself the LeBron James of Investing. Thoughts"
[X Link](https://x.com/capital_mindset/status/1736760788017127717) 2023-12-18T14:50Z [---] followers, [---] engagements
"M&A After Hours News COSTCO SPECIAL DIVIDEND [----] will be the year of. https://twitter.com/i/broadcasts/1OdJrjnQOBXJX https://twitter.com/i/broadcasts/1OdJrjnQOBXJX"
[X Link](https://x.com/capital_mindset/status/1736864185030496538) 2023-12-18T21:41Z [----] followers, [---] engagements
"Remember folks there is alot of noise. Alot of people trying to monetize your attention. Not all information is "informative". Remember those BRICS alarmists. yeah please remember who they were"
[X Link](https://x.com/capital_mindset/status/1737522700845719873) 2023-12-20T17:17Z [---] followers, [---] engagements
"Why Sell $MUSA when I did This post serves as my PUBLIC explanation of what was a top holding in the holding Co and Personal holdings. $MUSA thesis was based on the company's ability to buy back stock at what I viewed as cheap prices. As the company re-rated higher this part of my thesis concluded and buybacks became a less efficient form of capital allocation in my view. At current prices I would prefer management to use excess cashflows to retire debt or retain cash. Looking at one valuation metric (like the one below EV/EBITDA) you can see the valuation re-rating to comparatively high"
[X Link](https://x.com/capital_mindset/status/1737937528311747068) 2023-12-21T20:46Z [----] followers, [----] engagements
"And todays YTD Bro"
[X Link](https://x.com/capital_mindset/status/1738072791922966884) 2023-12-22T05:43Z [---] followers, [---] engagements
"Biased prediction: A class CRE opportunity of [----] will look obvious if it doesnt already in [----] and beyond"
[X Link](https://x.com/capital_mindset/status/1739618245647208891) 2023-12-26T12:04Z [---] followers, [---] engagements
"$GOOGL remains the cheapest company of its class. I think the following are reasons for the discount. 1) terrible management and a subpar culture. 2) current uncertainty surrounding their moat. Of the Mag [--] I would argue the management at google is the worst. Complacent propped up by what is a magnificent product with incredible barriers to entry. A culture of stagnation with priorities set on the what people look like or what they have between their legs instead of their accomplishments. But you know what they say. Buy a company that could run even with a moron running it. Cant think of a"
[X Link](https://x.com/anyuser/status/1739630972402815193) 2023-12-26T12:55Z [----] followers, [----] engagements
"Guys guys guys I just bought a metric fuck ton of Chick-fil-a shares. Company is growing revenue and earnings each year. Remember guys its all about the fundamentals"
[X Link](https://x.com/anyuser/status/1739719886274691120) 2023-12-26T18:48Z [--] followers, [---] engagements
"Market open [----]. Its game time lets see how things go this year"
[X Link](https://x.com/anyuser/status/1742188667647537538) 2024-01-02T14:18Z [--] followers, [---] engagements
"Damn why the stakes. why so serious. Short sellers are literally built different I guess"
[X Link](https://x.com/anyuser/status/1742244674734059753) 2024-01-02T18:01Z [--] followers, [---] engagements
"GTS acquired. Im now team Porsche 🥳 said bye bye to my $TSLA Okay serious question Should I splurge a little Okay serious question Should I splurge a little"
[X Link](https://x.com/anyuser/status/1743537793899409510) 2024-01-06T07:39Z [----] followers, [----] engagements
"Imagine being the guy who shorted $NVDA at the beginning of [----] in the dumbest way possible fumbling nearly every long idea you had charging for a day trading course and still thinking you have any credibilit. pathetic Comment if you know who this is"
[X Link](https://x.com/anyuser/status/1744378122357592291) 2024-01-08T15:18Z [----] followers, [----] engagements
"Credit: club member @Greavuz $AMZN"
[X Link](https://x.com/capital_mindset/status/1745235801904996536) 2024-01-11T00:06Z [---] followers, [---] engagements
"Oh no inflation macro something something recession. Well that last part sure maybe but what are you going to do about it 😤 Buy Bitcoin ETF 😎"
[X Link](https://x.com/capital_mindset/status/1745567317772152837) 2024-01-11T22:04Z [---] followers, [---] engagements
"Waking up today remembering Paul is leveraged short $NVDA since January [----]. If you ever have a bad year in the market just remember youre not Paul"
[X Link](https://x.com/anyuser/status/1748044929186537505) 2024-01-18T18:09Z [----] followers, [---] engagements
"Elon vs TSLA Bank Earnings PYPL finally getting loved TSM Beats my estimates"
[X Link](https://x.com/capital_mindset/status/1748532172372500861) 2024-01-20T02:25Z [---] followers, [---] engagements
"Days like this I like to take advantage and scoop up some premium potential. But. This is NOT free money. "I AM SELLING TO WILLING BUYERS AT THE CURRENT FAIR MARKET PRICE""
[X Link](https://x.com/capital_mindset/status/1750215302787322079) 2024-01-24T17:53Z [---] followers, [---] engagements
"$ADM was down big on an accounting probe into their nutrition segment. This represents low double digit % of total profits. If we assume thats a zero I think while still a question of credibility of management it might be an interesting long. For now there remains too much noise. Will keep on my watchlist while I continue to add to my current focuses. $TSM"
[X Link](https://x.com/capital_mindset/status/1750220199909786105) 2024-01-24T18:13Z [---] followers, [----] engagements
"So much $TSLA cope. You needed to hear yesterdays call to suddenly question the valuation. or are you just blind Just saying the content creator's I've seen with their implied CAGAR of 50% over the next [--] years from levels in [----] were not crazy to you Is it really a tech company or a car company with some tech"
[X Link](https://x.com/anyuser/status/1750569874508689748) 2024-01-25T17:22Z [----] followers, [----] engagements
"$GOOGL earnings Numbers looked good guidance looked good what gives Discussion with Club Members last night I came away with the following key points. - Alphabet is terrible at setting the tone. Terrible at selling themselves as a company. They either don't know how or don't care to. - Alphabet continues to hold some of the best assets in the entire world. This seems to be their source of passiveness. "Good times create weak men" best describes how I feel about the management. - Too many employees paid too much. Alphabet is notorious for overpaying over-pampering employees who frankly do very"
[X Link](https://x.com/anyuser/status/1752738911971905813) 2024-01-31T17:01Z [----] followers, [----] engagements
"Earning Season Overview Powell Kills the Market Elon Musk losses 50+ Billion"
[X Link](https://x.com/capital_mindset/status/1752898491633070459) 2024-02-01T03:35Z [---] followers, [---] engagements
"$NYCB and other banks today feel like this. Think of any other banks lending in Riley areas ;) Credit club member: Inverse Biocramer Index"
[X Link](https://x.com/capital_mindset/status/1753114399462904116) 2024-02-01T17:53Z [----] followers, [----] engagements
"Me retiring today $META $AMZN I have officially hit beyond my retirement figure since first investing in [----] 🥳literally over half my net worth. To all those that followed me through the public portion of my journey I thank you for all your support and the fun times"
[X Link](https://x.com/anyuser/status/1753164262552309999) 2024-02-01T21:11Z [----] followers, 49.4K engagements
"@KrisPatel99 @VRVitaly And it will happen again in the future. Plenty of times people lose their minds both bullish and bearish. $AMZN is my second largest well completing it seems with $NFLX but its up there and should be now easily be number 2"
[X Link](https://x.com/capital_mindset/status/1753185419577971169) 2024-02-01T22:35Z [---] followers, [---] engagements
"Idk if this is the right way to look at it. In my humble opinion fear of missing out shouldnt guide you. Instead reflecting on what is likely the cause of the underperformance. I think its entirely valuation. $TSLA If you had invested $10000 in these stocks on Jan [--] [----] it would be worth today. [--]. Apple - $10108 [--]. Meta - $13843 [--]. Netflix - $12136 [--]. Nvidia - $13721 [--]. Google - $10215 [--]. Amazon - $11476 [--]. Tesla - $7380 $TSLA $META $NFLX $NVDA $AMZN $AAPL $GOOG If you had invested $10000 in these stocks on Jan [--] [----] it would be worth today. [--]. Apple - $10108 [--]. Meta - $13843 [--]. Netflix -"
[X Link](https://x.com/anyuser/status/1753510350753038488) 2024-02-02T20:07Z [----] followers, [----] engagements
"More often than not heavily shorted companies tend underperform. Often retail investors look at shorted companies in the modern age and think "Short Squeeze Opportunity". I would caution this mentality with the following relevant study. $CELH $AI $CVNA $PLUG $UPST are a few from the list that come to mind as having strong retail interest. Definitely there are more left out but take this general idea and apply it to others. "On average a one-standard-deviation increase in SII predicts a 0.62% lower market return in the next month" Heavily shorted stocks more often than not have something"
[X Link](https://x.com/anyuser/status/1753540678850617657) 2024-02-02T22:07Z [----] followers, [----] engagements
"Picking only private companies Long: chick fil a Epic Games Lego Short: baba cuz I have to pick one Sunday challenge If you were to go long [--] and short at least [--] of these companies over the next [--] years which ones would you choose and why Use the last funding round valuation or assume a reasonable peer multiple for private companies. For public companies use the https://t.co/iJmTNu9i58 Sunday challenge If you were to go long [--] and short at least [--] of these companies over the next [--] years which ones would you choose and why Use the last funding round valuation or assume a reasonable peer"
[X Link](https://x.com/capital_mindset/status/1754243433550512231) 2024-02-04T20:40Z [---] followers, [----] engagements
"FTC and other regulatory bodies weren't able to stop $MSFT from buying $ATVI the largest gaming publisher and the second largest console platform. but stopped $AMZN from buying a vacuum company $IRBT and one tiny airline from merging with another tiny airline so they can't scale like the big [--]. good job guys. you're doing great 🤡"
[X Link](https://x.com/anyuser/status/1754554359361175767) 2024-02-05T17:15Z [----] followers, [----] engagements
"Now I didn't buy $COKE (was buying other names) it does look like it was in fact a layup back then. Heck even $KO did decent on that dip. Market on October 2023: Sell everything. Ozempic will stop people from going outside. Me: .Nah https://t.co/DF9cwITk6J Market on October 2023: Sell everything. Ozempic will stop people from going outside. Me: .Nah https://t.co/DF9cwITk6J"
[X Link](https://x.com/capital_mindset/status/1754561805211357680) 2024-02-05T17:45Z [---] followers, [----] engagements
"PayPal Still Easy Money EM Closes NVDA Short DIS Beats my Estimates"
[X Link](https://x.com/capital_mindset/status/1755387322323886429) 2024-02-08T00:25Z [---] followers, [---] engagements
"I know I hate it. I have a rule for a game in the club that I have to buy [--] share every time I go to Costco 😭 Last time $COST valuation was remotely this elevated was beginning in the [----] (and todays valuation is far worse). From Jan. [----] to Jan. [----] the stock returned -4% (and on its way to double digit losses) despite revenue more than doubling over that time frame. Last time $COST valuation was remotely this elevated was beginning in the [----] (and todays valuation is far worse). From Jan. [----] to Jan. [----] the stock returned -4% (and on its way to double digit losses) despite revenue"
[X Link](https://x.com/capital_mindset/status/1756067871380128099) 2024-02-09T21:29Z [---] followers, [----] engagements
"maybe just maybe it has alot to do with what you were pricing in for the company Idk Cost of Elon making childish post on X today - $15 Billion of stock value Costs of a Super bowl commercial to educate consumers and help $TSLA sales - $7 Million Elon is out of touch with reality and strategy. #fireelonmusk Cost of Elon making childish post on X today - $15 Billion of stock value Costs of a Super bowl commercial to educate consumers and help $TSLA sales - $7 Million Elon is out of touch with reality and strategy. #fireelonmusk"
[X Link](https://x.com/capital_mindset/status/1757094122815418605) 2024-02-12T17:27Z [---] followers, [----] engagements
"Nice ARKK for the win"
[X Link](https://x.com/capital_mindset/status/1758240039941689657) 2024-02-15T21:21Z [----] followers, [----] engagements
"Super Investors Are Buying These CROX Earnings Portfolio Discussions"
[X Link](https://x.com/capital_mindset/status/1758345420315754523) 2024-02-16T04:19Z [---] followers, [---] engagements
"Anyone who is saying $NVDA is $CSCO [----] does not know what they are talking about. I dont own NVDA but have at least the sense to deeply view the two events in their own respects. That does not mean $NVDA is under or overvalued. But its definitely not the same"
[X Link](https://x.com/anyuser/status/1760433905365090321) 2024-02-21T22:38Z [----] followers, [----] engagements
"How did I not see this before. Obvious buy $BLDR"
[X Link](https://x.com/anyuser/status/1761221447874232389) 2024-02-24T02:48Z [----] followers, [----] engagements
"$DIS $DIS Disney head of Film Sean Bailey is leaving the company. Thank the lord they need to make some movies that are actually good. $DIS Disney head of Film Sean Bailey is leaving the company. Thank the lord they need to make some movies that are actually good"
[X Link](https://x.com/capital_mindset/status/1762539927315648529) 2024-02-27T18:07Z [---] followers, [---] engagements
"Yikes. This is a TTCFQ tier grifter community notes 🤣 [--] years ago I got kicked out of high school. Today at [--] years old - I just closed on my $2.3 Million Miami home. Take. Risks. In. Life. https://t.co/hTtha1TCYp [--] years ago I got kicked out of high school. Today at [--] years old - I just closed on my $2.3 Million Miami home. Take. Risks. In. Life. https://t.co/hTtha1TCYp"
[X Link](https://x.com/capital_mindset/status/1762544135297278295) 2024-02-27T18:24Z [----] followers, [----] engagements
"This does not invalidate your point on Korea but I very much agree with your sentiment. I am long $CPNG. So it should be said the Japanese representation of their stock market is the Nikkei [---]. This is as good as saying the Dow Jones is a representation of the US equity market in the sense that it is not market cap weighted but instead price weighted. A better representation is perhaps the MSCI Japan Index Represented by the EWJ etf. The performance there is a different story better but still poor. The KOSPI is a market cap weighted Index so again its not a good comparison to the Nikkei 225."
[X Link](https://x.com/capital_mindset/status/1762653130708189398) 2024-02-28T01:37Z [---] followers, [----] engagements
"Weekend Stock Rant: Sterling Infrastructure $STRL This has become one of my largest holdings and since the last PUBLIC update its now out there for none club members. I will discuss the idea briefly here. I am up roughly 40% on the position. Thesis in a nutshell as everyone pushes their capex on the data center who stands to benefit Companies like Sterling who build out the e-infrastructure. Secondly the United States road infrastructure is set for a large upgrade cycle and many states have low grade highways this is a great set-up once again for companies like STRL. If we listen to the"
[X Link](https://x.com/anyuser/status/1763992212218503643) 2024-03-02T18:18Z [----] followers, [----] engagements
"Whats the next $META opportunity Just stop If you missed it you missed it Sort of strange to see retail say this is (insert stock here)a $META moment. As someone who actually went all in during the real $META moment that again was in my opinion obvious enough at the time I just dont see the comparisons everyone is doing. $PYPL is a COMPLETELY DIFFERENT SET UP. And as someone whos held $GOOGL for longer than most people on this platform Im just laughing at people see a tiny little decline saying oh is this googles meta moment Anyways rant over. If you missed it too bad so sad. Stop reaching."
[X Link](https://x.com/anyuser/status/1764742650496762210) 2024-03-04T20:00Z [----] followers, [----] engagements
"FED Saved the Market NKE Earnings The Khmers Portfolio Review Reddit IPO"
[X Link](https://x.com/capital_mindset/status/1771014273239838756) 2024-03-22T03:21Z [---] followers, [---] engagements
"Jamie Dimon warns us Shorting This Stock Investing through Geopolitical Conflict Inflation https://twitter.com/i/broadcasts/1eaJbgqWlPkxX https://twitter.com/i/broadcasts/1eaJbgqWlPkxX"
[X Link](https://x.com/capital_mindset/status/1779328647192883240) 2024-04-14T01:59Z [---] followers, [---] engagements
"funny enough if this remains like this bullish homebuilders $TOL $LEN $NVR $MTH and others. Short/avoid companies like $ZG $RDFN $UWMC and $RKT Ouch. https://t.co/Pi05Ou4UmK Ouch. https://t.co/Pi05Ou4UmK"
[X Link](https://x.com/capital_mindset/status/1782453160126091418) 2024-04-22T16:55Z [----] followers, [----] engagements
"Yes companies should be compared on a P/S metric. Everyone knows this :PeepoCoffee: 3Y Revenue CAGR FOR $SOFI $HOOD $AFRM and $UPST SOFI - 52% HOOD - 14% AFRM - 42% UPST - 21% 3Y Gross Profit CAGR SOFI - 62% HOOD - 18% AFRM - 56% UPST - 16% Current Price/Sales TTM SOFI - [---] HOOD - [---] AFRM - [---] UPST - [---] Price/Sales FWD SOFI - [---] HOOD - [---] AFRM - [---] https://t.co/4XCQIuxYuv 3Y Revenue CAGR FOR $SOFI $HOOD $AFRM and $UPST SOFI - 52% HOOD - 14% AFRM - 42% UPST - 21% 3Y Gross Profit CAGR SOFI - 62% HOOD - 18% AFRM - 56% UPST - 16% Current Price/Sales TTM SOFI - [---] HOOD - [---] AFRM - 5.5"
[X Link](https://x.com/capital_mindset/status/1785390501970976911) 2024-04-30T19:27Z [---] followers, [----] engagements
"Great move $GOOGL $GOOG the rest of the world has talented people too and without some of the headaches of hiring that the US may have. Focus on Efficiency also this is bullish for the US start up economy more freed up labor for them too. https://www.kiro7.com/news/trending/google-announces-more-layoffs-will-relocate-some-jobs-overseas/KY6KTJNBTJHJRIKGCZ42RPFKC4/ https://www.kiro7.com/news/trending/google-announces-more-layoffs-will-relocate-some-jobs-overseas/KY6KTJNBTJHJRIKGCZ42RPFKC4/"
[X Link](https://x.com/capital_mindset/status/1785754265186713978) 2024-05-01T19:32Z [---] followers, [----] engagements
"Is the Banking Industry In trouble Is Sofi a Buy Discussion with a Guest Speaker https://twitter.com/i/broadcasts/1OwxWYkrQDjGQ https://twitter.com/i/broadcasts/1OwxWYkrQDjGQ"
[X Link](https://x.com/capital_mindset/status/1787225896035946842) 2024-05-05T21:00Z [---] followers, [---] engagements
"While I'm not very political I view Stanley Druckenmiller as perhaps the greatest investor of our time. An investor isn't rewarded for fluff opinions or theory you are rewarded for being able to understand a situation understand systems. If you are right you'll make money. If you're wrong you'll lose money. or you're just lucky but I doubt a man who has never had a down year is just lucky. That being said his commentary here should not be dismissed. Investor Stanley Druckenmiller on Bidenomics: "If I were a professor I'd give them an 'F'." https://t.co/WfsU4ecO6y Investor Stanley"
[X Link](https://x.com/anyuser/status/1787865577077256491) 2024-05-07T15:22Z [----] followers, [----] engagements
"Another very strong quarter for $STRL being one of my top positions here are my key takeaways. CM analyst @AndrewM61370616 has been pounding the table since $35 1) Margin Expansion E-Infrastructure is the hottest game in town and that comes with improved margins. This segment continues to grow rapidly as demand for data centers grow and has no signs of ending anytime soon. 2) Very strong backlog continues to ramp up as the arms race pushes on from the large hyper-scalers. 3) Public infrastructure spend continues to be another lesser credited theme benefiting the company. But hey while"
[X Link](https://x.com/anyuser/status/1787868819932733928) 2024-05-07T15:35Z [----] followers, [----] engagements
"$DAVE a great way to play weak low income consumer environment. Dave presents a very interesting opportunity to profit from the downfall of more predatory payday loan businesses. Great quarter overall and was in hindsight def a slam dunk when we kept hearing from $SBUX $MCD $YUM & $CMG that VALUE was the driving force behind performance or the perception of value. The pitch was so good from our club member made it to our private weekly call last week and it did not disappoint. Also to the management at $DAVE please see attached images for what we at CM might be a better logo ;) Disclosure:"
[X Link](https://x.com/capital_mindset/status/1787916584415093224) 2024-05-07T18:45Z [---] followers, [----] engagements
"completely different business models. $SOFI is not something I would ever touch besides maybe a trade on a clearly definable catalyst. As to the question for why its better. to keep it brief as this is X Dave has a more clear value benefit from member growth and better credit risk profile"
[X Link](https://x.com/capital_mindset/status/1787921575951438016) 2024-05-07T19:04Z [---] followers, [---] engagements
"As I said earlier today I was going to go over $MUSA and a bit indirectly get into tobacco stocks like $BTI $PM & $MO. $MUSA I think in short is still a good play to capture the higher move in volumes resulting from declines in the QD experienced by none discount gas stations. $MUSA prior to earnings I stated to club members that $MUSA was interesting from potentially benefiting from a rise in volume as customers will seek them out more than their competitors in a high gas price environment. This happened but something worse happened too so I was not right directionally. The company also"
[X Link](https://x.com/capital_mindset/status/1787983141216432544) 2024-05-07T23:09Z [----] followers, [----] engagements
"$RILY @AlderLaneEggs is likely a zero. what a S*** show. Longs are claiming the assets are worth a ridiculous amount and believe in the "short squeeze". Somehow thinking the filing of the 10k proves anything while having an adverse opinion on internal controls. We keep finding irregularities here @AndrewM61370616 @0GBaconMemes"
[X Link](https://x.com/anyuser/status/1791942810431541699) 2024-05-18T21:23Z [----] followers, [----] engagements
"$AZO buyback machine but where is it coming from Buybacks when done correctly can be incredibly fruitful to shareholders but we need to be careful when we just expect past performance to be the same going forward. Credit: @kostacapital"
[X Link](https://x.com/capital_mindset/status/1793400460948259325) 2024-05-22T21:56Z [----] followers, [---] engagements
"Yes people NEED TO UNDERSTAND. Might make a victory lap video $BABA Tell me again how Chinese tech giants are returning cash to foreign shareholders. $BABA $JD https://t.co/qqR6jJu4Zv Tell me again how Chinese tech giants are returning cash to foreign shareholders. $BABA $JD https://t.co/qqR6jJu4Zv"
[X Link](https://x.com/capital_mindset/status/1793679332487086558) 2024-05-23T16:24Z [---] followers, [----] engagements
"Wanted to give a shoutout to these guys who called out a scammer on their show and then got bot attacked by them. @YouTube please look into this if anything hosting the questionable individual should be the primary concern. https://twitter.com/cashflowkingsyt/status/1793001055208325177 https://twitter.com/cashflowkingsyt/status/1793001055208325177"
[X Link](https://x.com/capital_mindset/status/1793860418152313186) 2024-05-24T04:23Z [---] followers, [---] engagements
"I want to know who takes you seriously so I don't take them seriously. In our view the search for cash and safety in the equity markets today is as intense as that during the Great Depression in the early 1930s. When fear dissipated the market broadened out and rewarded risk-taking once again. In our view the search for cash and safety in the equity markets today is as intense as that during the Great Depression in the early 1930s. When fear dissipated the market broadened out and rewarded risk-taking once again"
[X Link](https://x.com/anyuser/status/1794143550780604764) 2024-05-24T23:08Z [----] followers, [----] engagements
"Cruisers are Cruising Again and Its the Greatest Interest Rate Play https://twitter.com/i/broadcasts/1DXxyjRMQVkKM https://twitter.com/i/broadcasts/1DXxyjRMQVkKM"
[X Link](https://x.com/capital_mindset/status/1795969598862594129) 2024-05-30T00:04Z [---] followers, [---] engagements
"@peepeefinance ummmmm no one saw this coming I guess😬"
[X Link](https://x.com/capital_mindset/status/1796222878830285143) 2024-05-30T16:51Z [---] followers, [---] engagements
"Portfolio Update Finally bought more CRM Losers of AI Race Boring Wins https://twitter.com/i/broadcasts/1kvJpvooRlMKE https://twitter.com/i/broadcasts/1kvJpvooRlMKE"
[X Link](https://x.com/capital_mindset/status/1797087308916899943) 2024-06-02T02:06Z [----] followers, [---] engagements
"I've been hearing from certain investors on this platform and YouTube that markets have actually been tough and many companies regardless of quality have sold off. Do you agree or are they just coping"
[X Link](https://x.com/capital_mindset/status/1803196359865950327) 2024-06-18T22:41Z [---] followers, [----] engagements
"Dang so much time spent over a business not worth the effort. Been saying this since its Spac crazy days dont know why retail insists on spending so much time and effort on this one. Love to sit back and watch it happen though. I just finished my first draft of the $SOFI article I am probably the most excited to publish of any I've ever written. The problem is that it is really long like 6700+ words and something like [--] charts and figures. This was an absolute labor of love to write but I fear it I just finished my first draft of the $SOFI article I am probably the most excited to publish of"
[X Link](https://x.com/anyuser/status/1804642247897727364) 2024-06-22T22:26Z [----] followers, [----] engagements
"Cathie wood buys $AMD to cope with $NVDA. Guess which one is down and which one is up today"
[X Link](https://x.com/capital_mindset/status/1805637140807586295) 2024-06-25T16:20Z [---] followers, [---] engagements
"The retail investors are realizing it now Mistakes happen. You could have done way way way worse. $PYPL was just another example of the retail crowed scrambling into something they didn't understand. At least its not $SOFI. I regret buying $PYPL. There I said it. I regret buying $PYPL. There I said it"
[X Link](https://x.com/anyuser/status/1806093828203454604) 2024-06-26T22:34Z [----] followers, [----] engagements
"Will post an update on performance tomorrow to mark the Mid Year. After today we will be up over 75% YTD off the back of a strong [----] a strong [----] a strong 2021"
[X Link](https://x.com/capital_mindset/status/1806094353871348149) 2024-06-26T22:37Z [---] followers, [---] engagements
"$CONN these is becoming my favorite memes from the community"
[X Link](https://x.com/capital_mindset/status/1806102967776407855) 2024-06-26T23:11Z [----] followers, [----] engagements
"Oh crap when I first responded I and said "at least you didn't buy sofi" in reference to your $PYPL regret I had no idea you also bought $SOFI. I guess retail all buys the same stuff. Wonder what content creators your getting your info from. hmmm I regret buying $SOFI. There I said it. I regret buying $SOFI. There I said it"
[X Link](https://x.com/capital_mindset/status/1806401166512677311) 2024-06-27T18:56Z [----] followers, [----] engagements
"Presidential Debate ELF winning Becky Trade WBA collapse NKE Earnings https://twitter.com/i/broadcasts/1rmGPMyjnOqJN https://twitter.com/i/broadcasts/1rmGPMyjnOqJN"
[X Link](https://x.com/capital_mindset/status/1806523476918063170) 2024-06-28T03:02Z [---] followers, [---] engagements
"Trump Pump on Monday. If you hold those stocks (those who know) congrats https://t.co/6eOgN9UdOy https://t.co/6eOgN9UdOy"
[X Link](https://x.com/capital_mindset/status/1812285551858327815) 2024-07-14T00:38Z [----] followers, [----] engagements
"I can't believe people are JUST NOW FINDING OUT its unhealthy. I mean. I'm no doctor. but come on Celsius Holdings shares down near 10% in trading this morning. CELH stock "is now down more than 45% from its 52-week high of $99.62" noted Seeking Alpha. Wall St Journal published a story this morning claiming CELH mktg messages may be misleading per report. Celsius Holdings shares down near 10% in trading this morning. CELH stock "is now down more than 45% from its 52-week high of $99.62" noted Seeking Alpha. Wall St Journal published a story this morning claiming CELH mktg messages may be"
[X Link](https://x.com/capital_mindset/status/1812870742259753368) 2024-07-15T15:24Z [---] followers, [----] engagements
"Once again. I wanna know who takes you seriously so I dont take them seriously"
[X Link](https://x.com/capital_mindset/status/1813022749260193871) 2024-07-16T01:28Z [---] followers, [----] engagements
"Big tech is DEAD long live American farmers American insurance & American Real Estate $META $AMZN $TSM $GOOGL 🤣"
[X Link](https://x.com/capital_mindset/status/1813587955933720758) 2024-07-17T14:53Z [----] followers, [---] engagements
"Disney literally said "I'm going to burn $180 million because reasons" $DIS needs new management. Great assets great IP but horrible management of it. @RobertIger @WaltDisneyWorld When other streamers are spending the same or less and producing much better results"
[X Link](https://x.com/capital_mindset/status/1814443591282110565) 2024-07-19T23:33Z [---] followers, [----] engagements
"The Guy who shorted $NVDA thinks he is him. What is your allocation % What is your time weighted return calculated by your broker(at the very least since you began on youtube) These are the questions that you have not answered but if you oneday do it will go a long way to add transparency. It doesn't make you better than all the other furus on youtube. if you're underperforming and still showing it I'd respect it at least show your paid members. and don't give the "lawyers told me not to". I know you're probably structured as a family office papa might not be in favor of it. But you don't"
[X Link](https://x.com/anyuser/status/1818319189905387787) 2024-07-30T16:14Z [----] followers, [----] engagements
"THE CRASH HAS BEGUN Yen Cary Trade GOOGL losing AAPL good or bad https://x.com/i/broadcasts/1LyGBgplmEEJN https://x.com/i/broadcasts/1LyGBgplmEEJN"
[X Link](https://x.com/capital_mindset/status/1820646449614590281) 2024-08-06T02:21Z [----] followers, [---] engagements
"Our Largest Losses Ever NVDA CRM & CRWD Earnings SBUX CEO win Energy Drink Market https://x.com/i/broadcasts/1PlKQbgbaQMGE https://x.com/i/broadcasts/1PlKQbgbaQMGE"
[X Link](https://x.com/capital_mindset/status/1828974699868762487) 2024-08-29T01:55Z [----] followers, [---] engagements
"GOOGL stock is Broken FED will SAVE the economy AI bubble https://x.com/i/broadcasts/1YqJDklzZLAGV https://x.com/i/broadcasts/1YqJDklzZLAGV"
[X Link](https://x.com/capital_mindset/status/1834008426697171052) 2024-09-11T23:17Z [----] followers, [---] engagements
"Rate Cuts Are Here Sell Everything Buy Everything Lets Talk https://x.com/i/broadcasts/1vOGwrPmnvWKB https://x.com/i/broadcasts/1vOGwrPmnvWKB"
[X Link](https://x.com/capital_mindset/status/1836592228707566028) 2024-09-19T02:24Z [----] followers, [---] engagements
"Selling it all is dumb Visa is in Danger Apple Sales down META will take over https://x.com/i/broadcasts/1MnGnDybNWVxO https://x.com/i/broadcasts/1MnGnDybNWVxO"
[X Link](https://x.com/capital_mindset/status/1839134694677557289) 2024-09-26T02:47Z [----] followers, [---] engagements
"SEMI equipment sales does not directly equate to "AI hype" as always. there is more nuance needed. $TSM with a great report and once again if you're positioned properly to capture the capex going into infrastructure (we are talking about two separate capex cycles) you're having a great time. However I am finding it harder and harder to ignore equipment companies here. $ASML $AMAT $LRCX $KLAC On $AMAT: China sales are back to normal: Around 30% of Applied Materials' sales are from China (20% semiconductor equipment 10% services and display). Spending should stay strong: China is still far from"
[X Link](https://x.com/capital_mindset/status/1846947700945674451) 2024-10-17T16:13Z [----] followers, [---] engagements
"Energy a buy here Semi bear market ending Market overheating https://x.com/i/broadcasts/1lPJqOZEPglKb https://x.com/i/broadcasts/1lPJqOZEPglKb"
[X Link](https://x.com/capital_mindset/status/1847714746885427513) 2024-10-19T19:01Z [----] followers, [---] engagements
"$BTI @BATplc CUT THE DIVIDEND and just do this I doubt many stocks would outperform you if you did. Do good by your shareholders. Send this to the management teams you are invested in Subject Line: Just do this AutoZone $AZO Have a great weekend https://t.co/qEG9XM1Oc1 Send this to the management teams you are invested in Subject Line: Just do this AutoZone $AZO Have a great weekend https://t.co/qEG9XM1Oc1"
[X Link](https://x.com/anyuser/status/1848833516248961281) 2024-10-22T21:07Z [----] followers, [----] engagements
"Meet Kevin's Screaming Deal Housing Stocks on Sale MCD Stock Collapse https://x.com/i/broadcasts/1kvKpbnjYvdJE https://x.com/i/broadcasts/1kvKpbnjYvdJE"
[X Link](https://x.com/capital_mindset/status/1848903357618130954) 2024-10-23T01:44Z [----] followers, [---] engagements
"I'm so glad regulators are protecting the people where it matters. Protecting the precious highly competitive none luxury bag market. Good thing they stopped Activision from getting acquired by $MSFT 😉 $CPRI"
[X Link](https://x.com/anyuser/status/1849570620213952533) 2024-10-24T21:56Z [----] followers, [----] engagements
"I went to a Halloween party recently and I would be lying if this wasn't me at least a little bit. 🤣 $DPZ"
[X Link](https://x.com/anyuser/status/1851262715391852880) 2024-10-29T14:00Z [----] followers, [----] engagements
"This is why we should be bullish $AXON"
[X Link](https://x.com/capital_mindset/status/1853472594160181472) 2024-11-04T16:21Z [----] followers, [---] engagements
"$SAVE regulators being regulators. Going BK what a shocker"
[X Link](https://x.com/capital_mindset/status/1856779812679118887) 2024-11-13T19:22Z [----] followers, [----] engagements
"After a very short try at fixing the company CEO PAT Gelsinger who was touted as the man for the job gave up. To be fair it was a near impossible task and maybe speaks to the issues at $INTC https://www.intc.com/news-events/press-releases/detail/1719/intel-announces-retirement-of-ceo-pat-gelsinger#::text=SANTA%20CLARA%2C%20Calif.-- https://www.intc.com/news-events/press-releases/detail/1719/intel-announces-retirement-of-ceo-pat-gelsinger#::text=SANTA%20CLARA%2C%20Calif.--"
[X Link](https://x.com/capital_mindset/status/1863582135770067227) 2024-12-02T13:52Z [----] followers, [---] engagements
"Stocks Selling Off What to Buy & Avoid Crypto & Retail confidence https://x.com/i/broadcasts/1gqxvNErrjqxB https://x.com/i/broadcasts/1gqxvNErrjqxB"
[X Link](https://x.com/capital_mindset/status/1869602308985930213) 2024-12-19T04:35Z [----] followers, [---] engagements
"Everything that was bullish last week is no longer bullish. EVERYTHING has changed. We are doomed"
[X Link](https://x.com/capital_mindset/status/1870099551958225003) 2024-12-20T13:30Z [----] followers, [---] engagements
"This has been waiting [--] years to finally use this. #HappyNewYear"
[X Link](https://x.com/capital_mindset/status/1874329532603523401) 2025-01-01T05:39Z [----] followers, [---] engagements
"China blocks all of these platforms. It stands to reason that a reciprocal block by the US against a Chinese media company is a form of modern warfare. China spends billions annually to project an image of power to the West but market trends in fixed income tell a different story. I've discussed this before and I support the US block. @RyanMcbeth offers a good perspective; watch his video linked in this tweet. Social media is a powerful weapon that can be used to incite action against an adversary and influence less informed citizens. It's alarming to see so many accounts whether bots or real"
[X Link](https://x.com/capital_mindset/status/1880670722324066563) 2025-01-18T17:36Z [----] followers, [---] engagements
"China blocks all of these platforms. It stands to reason that a reciprocal block by the US against a Chinese media company is a form of modern warfare. China spends billions annually to project an image of power to the West but market trends in fixed income tell a different story. I've discussed this before and I support the US block. @RyanMcbeth offers a good perspective; watch his video linked in this tweet. Social media is a powerful weapon that can be used to incite action against an adversary and influence less informed citizens. It's alarming to see so many accounts whether bots or real"
[X Link](https://x.com/capital_mindset/status/1880680534646595771) 2025-01-18T18:15Z [----] followers, [---] engagements
"While I do not particularly like $MSTR I will have to defend it here. This is a terrible take and one that reflects a common error made by new investors. There is a difference between GAAP accounting and tax accounting. We reconcile the differences that occur due to those differences. In this instance unrealized gains are recorded in GAAP accounting because the stated intent of GAAP standards is to reflect the true state of a business to achieve the goal of completeness. So the intent is to have a line item that communicates to a stakeholder the change in value of held assets. Before an"
[X Link](https://x.com/anyuser/status/1882940209047781704) 2025-01-24T23:55Z [----] followers, [----] engagements
"Today's market reaction is hilarious. People never change. Reminds me of the old META narrative may elaborate my thoughts later in a livestream depends on when I get done with work"
[X Link](https://x.com/anyuser/status/1883946260417388706) 2025-01-27T18:32Z [----] followers, [----] engagements
"As we watch all the retail shitcos die and people round tripping their portfolios. and the market isn't even down 2% ytd. @AndrewM61370616 there will no doubt be buying opportunities to take advantage of the forced selling. a wealth transfer if you will. $HIMS $PLTR $APP $IONQ $HOOD $RGTI $QUBT $QBTS $MSTR $OPEN"
[X Link](https://x.com/anyuser/status/1896967860611629377) 2025-03-04T16:55Z [----] followers, [----] engagements
"You were the chosen one it was said you would crush the bears not join them Bring balance to the market not leave it in redness $VOO $QQQ"
[X Link](https://x.com/anyuser/status/1896986704839630946) 2025-03-04T18:10Z [----] followers, [----] engagements
"@QualityInvest5 have you checked the EV/Sales Because you know apparently that's the metric we're all supposed to care about with NKE"
[X Link](https://x.com/capital_mindset/status/1903308846829015265) 2025-03-22T04:52Z [----] followers, [---] engagements
"Bank of America (BOA) $BAC reports consumer spending in the US is up 6% year-over-year (YoY). The consumer is not dead yet but when judging the US market we must remember what matters. For perspective the US consumer accounts for roughly 70% of GDP whereas in other nations like Canada it accounts for roughly half (depending on the year). For the United States it really comes down to 'it's the consumer stupid' (ITCS) when making judgments on the economy's direction. As of now there are no signs of massive turmoil and no liquidity crunch is visible. We have a very clear commercial real estate"
[X Link](https://x.com/anyuser/status/1904580343346380809) 2025-03-25T17:05Z [----] followers, [----] engagements
"Today Mr. Cooper $COOP) my second-largest position received a buyout offer providing a very handsome exit. Here are my initial thoughts: Regarding the buyer Rocket Companies $RKT I believe they are acquiring a fantastic asset that was significantly misjudged by the market despite its strong performance over the years. As a mortgage servicer Mr. Cooper offers great economies of scale and holds a favorable position within the transaction. While I'm sad to see Mr. Cooper leave my portfolio I also view this event as well-timed considering the current market's position. This allows members of"
[X Link](https://x.com/anyuser/status/1906790224451260761) 2025-03-31T19:26Z [----] followers, [----] engagements
"To people who think $AAPL calls was insider trading. NO. YOU JUST DON'T HAVE CRITICAL THINKING SKILLS. SELL YOUR STOCKS AND GO INDEX FOR NEXT [--] YEARS. @AndrewM61370616 apparently had insider information. OR HE HAS A BRAIN THAT FUNCTIONS"
[X Link](https://x.com/capital_mindset/status/1911120240429199710) 2025-04-12T18:12Z [----] followers, [----] engagements
"While watching the compound episode at the request of my members @0GBaconMemes to react to some of the ideas presented. I couldn't help but notice how Bloomberg is adding China and Taiwan as one. This is on purpose as each of these respective companies $KLAC $AMAT & $LRCX list them out separately and one would have to go out of their way to add these figures. This matters because Bloomberg is misrepresenting the risk and providing poor data by which investors might incorrectly adjust allocations. Unfortunate to see Bloomberg do it for what I can only assume is political reasons. @WhiteHouse"
[X Link](https://x.com/anyuser/status/1916236794594463919) 2025-04-26T21:03Z [----] followers, [----] engagements
"Vegas is so dead $RRR $MGM $WYNN $LVS $VICI MGM laying off all concierge staff at all Vegas resorts except Aria and Bellagio; closing buffet at Excalibur parking staff reductions due to lower visitor counts and demand. The Golden Age continues MGM laying off all concierge staff at all Vegas resorts except Aria and Bellagio; closing buffet at Excalibur parking staff reductions due to lower visitor counts and demand. The Golden Age continues"
[X Link](https://x.com/capital_mindset/status/1916890314364654069) 2025-04-28T16:20Z [----] followers, [----] engagements
"Another good set up The collapse of UnitedHealth $UNH will be studied for years to come. https://t.co/EAkMCVD1Yw The collapse of UnitedHealth $UNH will be studied for years to come. https://t.co/EAkMCVD1Yw"
[X Link](https://x.com/capital_mindset/status/1922425178270630189) 2025-05-13T22:54Z [----] followers, [----] engagements
"$UNH Contras being contras was hoping for longer pain"
[X Link](https://x.com/capital_mindset/status/1924509409037713707) 2025-05-19T16:56Z [----] followers, [---] engagements
"10 year spikes $MCO downgrades US credit. and yet"
[X Link](https://x.com/capital_mindset/status/1925269325037887664) 2025-05-21T19:15Z [----] followers, [---] engagements
"Must be the reason why they are down $UNH $ELV $CI $HUM https://www.cms.gov/newsroom/press-releases/cms-rolls-out-aggressive-strategy-enhance-and-accelerate-medicare-advantage-audits https://www.cms.gov/newsroom/press-releases/cms-rolls-out-aggressive-strategy-enhance-and-accelerate-medicare-advantage-audits"
[X Link](https://x.com/capital_mindset/status/1925294254663798974) 2025-05-21T20:54Z [----] followers, [----] engagements
"Joseph has me blocked so I couldn't do a simple quote tweet on his response. But this is SPOT ON. $FICO is one I'm looking closely at. The cost savings on the FICO reports is peanuts in comparison to other parts of the transaction chain. @pulte should reconsider this in large part I expect financial institutions to continue to use FICO irrespective of alternatives just because it has a material impact on the value when these assets are securitized. If you then go one step further and do anything that could harm the value of that securitization you might even increase the cost to borrow for"
[X Link](https://x.com/anyuser/status/1927398951642161516) 2025-05-27T16:18Z [----] followers, 21K engagements
"so if you have under $100k you can't go wrong with the fidelity card citi double cash which are both 2% at any purchase no annual fee no gimmicks. If you have over $100k to park at a bank/broker I think BOA unlimited cash rewards card is good. You can get 2.625% cash back with a 75% bonus on rewards. US bank has a similar program but even better with 4% cash back for the $100k+. You're base CB earnings rate should be minimum 2% on the "catch all card" then you can min/max with specialized cards. And if you have $100k+ out there the rewards get even better. For both USB and BOA the rewards"
[X Link](https://x.com/capital_mindset/status/1929400881553785099) 2025-06-02T04:53Z [----] followers, [--] engagements
"@DM50937761 @CCM_Brett Yes the US bank card I think is promotional the 4% but the BOa card will be there forever at the higher earning rate after you meet the qualifying [--] month average balance"
[X Link](https://x.com/capital_mindset/status/1929553731894300858) 2025-06-02T15:00Z [----] followers, [--] engagements
"I love it when retail streamers pump your stock even more to the stratosphere $TSSI. Nice opportunity to take my cost basis out yet again I thank you 🙏"
[X Link](https://x.com/anyuser/status/1938232169043804197) 2025-06-26T13:45Z [----] followers, [----] engagements
"Get Rich With New Grift ETF China Deal TSSI has finally reached retail https://x.com/i/broadcasts/1dRKZYQendwxB https://x.com/i/broadcasts/1dRKZYQendwxB"
[X Link](https://x.com/capital_mindset/status/1938411198011277557) 2025-06-27T01:36Z [----] followers, [---] engagements
"$FICO $EFX $TRU good luck. kind of a waste of time We are doing a full scale review of all credit bureaus. We are doing a full scale review of all credit bureaus"
[X Link](https://x.com/capital_mindset/status/1938663100216967554) 2025-06-27T18:17Z [----] followers, [----] engagements
"I kinda don't want rates to come down. I'm having fun buying some fixed income at current rates"
[X Link](https://x.com/anyuser/status/1939692169943777569) 2025-06-30T14:27Z [----] followers, [---] engagements
"@SFarringtonBKC @komodo_capital consider yourself invited. You're always welcome"
[X Link](https://x.com/capital_mindset/status/1940879533139447840) 2025-07-03T21:05Z [----] followers, [---] engagements
"No one: Zoomer: When you realize basically all of the returns of everyone on Fintwit has boiled down to multiple expansion You realize they just got lucky and its a casino Fucking degens man When you realize basically all of the returns of everyone on Fintwit has boiled down to multiple expansion You realize they just got lucky and its a casino Fucking degens man"
[X Link](https://x.com/capital_mindset/status/1945870533226049605) 2025-07-17T15:37Z [----] followers, [---] engagements
"Youre not the retard I deserve but the retard I need The prayers worked $AMD shareholders https://t.co/IKEf7rso20 The prayers worked $AMD shareholders https://t.co/IKEf7rso20"
[X Link](https://x.com/capital_mindset/status/1946225544732823634) 2025-07-18T15:08Z [----] followers, [----] engagements
"@AmheShay not yet but being fair to $OSCR its really a sector issue right now. I think there is alot of value forming. I want to see if we get capitulation before going in heavy into the space. There is definitely alot of hate right now which reminds me of past investments"
[X Link](https://x.com/capital_mindset/status/1948713569459073147) 2025-07-25T11:54Z [----] followers, [---] engagements
"@buccocapital more like what the $FIG management is thinking knowing they could have raised so much more. Just like $ABNB's "humbling moment" on their IPO haha"
[X Link](https://x.com/anyuser/status/1950998985470013803) 2025-07-31T19:16Z [----] followers, 12K engagements
"@4thPillar_ There is the banking side to it and then there is the BAAS side. I get your initial reaction to value this like just any other bank and if it was more like a traditional bank Id probably agree"
[X Link](https://x.com/capital_mindset/status/1957898641621798944) 2025-08-19T20:13Z [----] followers, [---] engagements
"@AndrewM61370616 so much cope on $NVDA coming from doomers. Too early is still wrong and they don't get it"
[X Link](https://x.com/capital_mindset/status/1961121473029906578) 2025-08-28T17:39Z [----] followers, [---] engagements
"$TSSI $DELL A lot of retail investors are involved with this name which results in a lot of volatility much to our advantage. However the longer-term story remains intact. TSS is going to receive a good deal of business from the surplus that Dell cannot fulfill. Over the next few quarters we will see what that brings for TSS. I've taken advantage of this and fully rebuilt the position for another go. I've already made a lot of money with this name and my partner @AndrewM61370616 has discussed it extensively on this platform"
[X Link](https://x.com/anyuser/status/1961413539286974661) 2025-08-29T13:00Z [----] followers, 14.1K engagements
"@charlieliner they raised guidance from [--] - [--] billion for AI server revenue"
[X Link](https://x.com/capital_mindset/status/1961440619680739758) 2025-08-29T14:47Z [----] followers, [---] engagements
"Having some random timing luck #PLTR"
[X Link](https://x.com/anyuser/status/1892313398185951699) 2025-02-19T20:40Z [----] followers, [----] engagements
"So far its been a great call [----] to be another great year @AndrewM61370616 the retail names in full sell off mode $PLTR $HIMS $APP $OPEN $APLD $RGTI $IONQ $HOOD"
[X Link](https://x.com/capital_mindset/status/1894056499866911099) 2025-02-24T16:07Z [----] followers, [----] engagements
"Check out our pitch with @SFarringtonBKC Part [--]. Part [--] comes out tomorrow discussing more. $JXN https://www.youtube.com/watchv=I6jQj0R7JA4 https://www.youtube.com/watchv=I6jQj0R7JA4"
[X Link](https://x.com/capital_mindset/status/1940878216157450679) 2025-07-03T21:00Z [----] followers, [----] engagements
"We the consumer are forever grateful for your work in saving $IRBT & $SAVE A great reminder that letting startups grow into independently successful businesses rather than be bought up by existing giants can generate enormous value. A win for employees investors innovation and the public. A great reminder that letting startups grow into independently successful businesses rather than be bought up by existing giants can generate enormous value. A win for employees investors innovation and the public"
[X Link](https://x.com/capital_mindset/status/1951767330276749517) 2025-08-02T22:09Z [----] followers, [----] engagements
"$FICO $EFX The very nice implied price increase in FICO validates the volume plus price increase thesis that will ultimately make the stock look cheap. Many might incorrectly assume it's expensive for its high P/E. The forward E from sell side might be wrong"
[X Link](https://x.com/capital_mindset/status/1973707029861769521) 2025-10-02T11:10Z [----] followers, [----] engagements
"Nice relative performance recently $TSSI AI capex is still strong. Embrace the volatility retail provides $TSSI $DELL A lot of retail investors are involved with this name which results in a lot of volatility much to our advantage. However the longer-term story remains intact. TSS is going to receive a good deal of business from the surplus that Dell cannot fulfill. Over the next https://t.co/3IClc7TOm0 $TSSI $DELL A lot of retail investors are involved with this name which results in a lot of volatility much to our advantage. However the longer-term story remains intact. TSS is going to"
[X Link](https://x.com/capital_mindset/status/1976667767366639902) 2025-10-10T15:14Z [----] followers, [----] engagements
"Private Equity Bubble The end of QT & FICO fights back. Paypal's moment https://x.com/i/broadcasts/1OdKrOwWbVvGX https://x.com/i/broadcasts/1OdKrOwWbVvGX"
[X Link](https://x.com/capital_mindset/status/1978453536263508408) 2025-10-15T13:30Z [----] followers, [---] engagements
"Me buying your shares that you panic sold off a backwater regional shitco bank having a problem $APO"
[X Link](https://x.com/capital_mindset/status/1979179008940995027) 2025-10-17T13:33Z [----] followers, [----] engagements
"@rosyprosperity the reaction to these names is wild but I'll take it. Great assets and managers for the long term. Will be funny to see how quickly this is forgotten again"
[X Link](https://x.com/capital_mindset/status/1979204600050622828) 2025-10-17T15:15Z [----] followers, [--] engagements
"@komodo_capital LOL"
[X Link](https://x.com/capital_mindset/status/1979745607125500177) 2025-10-19T03:05Z [----] followers, [---] engagements
"$IONQ $RGTI $QUBT $QSI I mean it doesn't matter if the news wasn't real. These aren't real companies anyway"
[X Link](https://x.com/capital_mindset/status/1981366357913457066) 2025-10-23T14:25Z [----] followers, [---] engagements
"another day another moron JPs new HQ. What a difference [--] years makes. In [----] $JPM was toast before TARP bailed them out. Look at them now. Crony capitalism is awesome if youre TBTF. https://t.co/G87xbgdWiD JPs new HQ. What a difference [--] years makes. In [----] $JPM was toast before TARP bailed them out. Look at them now. Crony capitalism is awesome if youre TBTF. https://t.co/G87xbgdWiD"
[X Link](https://x.com/capital_mindset/status/1982651672397860955) 2025-10-27T03:32Z [----] followers, [----] engagements
"@rubal_verma @ACInvestorBlog do you think they read Thesis = high short interest bro"
[X Link](https://x.com/capital_mindset/status/1982870926506234363) 2025-10-27T18:04Z [----] followers, [--] engagements
"$UNH $ELV $MOH $UNH reports tomorrow morning. I don't expect much results this quarter but I'm more focused on what happens in the next quarter. I doubt we will get a $MOH like surprise with $16 eps likely being the bottom of the barrel assumption on earnings. All that matters is next year onward and how they will adjust and reposition their portfolio. $ELV pulled a decent quarter showing management was more or less right on the ball with their assumptions and I would expect that management team to bring their A game. I expect a near term positive catalyst post earnings that will help this"
[X Link](https://x.com/capital_mindset/status/1982992053303672925) 2025-10-28T02:05Z [----] followers, [----] engagements
"$NVDA $TSSI don't overthink it. How many companies need to tell you that DC capex is going up Very excited to see what comes out from the folks over at $TSSI over the next few months. Will also be discusing in future posts on energy and its still overlooked (despite being up alot) role still yet to play. Disclosure: We are long both"
[X Link](https://x.com/anyuser/status/1983270613797003386) 2025-10-28T20:32Z [----] followers, [----] engagements
"I honestly love how $NVDA Huang basically told you these rinky dink shitcos are just that RINKY DINK piles of vaporware that trick retail investors into a story so they can survive. $IONQ $QUBT $QBTS $RGTI (the most honest) and others. If you want quantum computing so badly $GOOGL is legit and still not crazy value. The other REAL quantum names are either private or in one case small cap that for some reason doesn't get much attention"
[X Link](https://x.com/capital_mindset/status/1983274886056525824) 2025-10-28T20:49Z [----] followers, [----] engagements
"One of the main issues I discussed with members is that in my view $FI had poor capital allocation. In the last quarter the company stated their target Debt to EBITDA ratio was [---] and they were at [---]. You have no room for error when you are pushing leverage like that. There is also a tail risk on the banking cores as newer players seek to supplant them. It only takes one case study to highlight this risk. There is demand but the high retention rate is mainly because switching is so inconvenient due to the amount of risk it introduces and the regulatory overhead. Looking ahead this might"
[X Link](https://x.com/anyuser/status/1983600300624675179) 2025-10-29T18:22Z [----] followers, [----] engagements
"$AMZN not a surprise AWS re-accelerated given the management team both told us about the slow down last quarter and told us it would accelerate this quarter. honestly do people not read. Don't overthink it $TSM $NVDA $TSSI remain longs here. Disclosure: Long the names mentioned above"
[X Link](https://x.com/anyuser/status/1984011133779665077) 2025-10-30T21:34Z [----] followers, [----] engagements
"$ADBE is overly hated. I get asked a lot what I think about this name and honestly while I am not long I dont think a buyer here is going to do poorly over the long run. I envision a future where $ADBE is simply the UI by which we interact with the various LLM imag generating tools. There will always be a need for final touches and I don't really see a world where its a fully automated task without at least some oversight. Billing in many of these SaaS names is going to move from seats to usage. So no SaaS is not dead across the board. I may or may not initiate a position at a later date"
[X Link](https://x.com/anyuser/status/1984696185102254165) 2025-11-01T18:56Z [----] followers, [----] engagements
"$FMC still getting comments on this video. Will have to look and see if the issues persist. $55 - $15 Disclosure: no short position currently https://youtu.be/kprYmn6eVposi=nVFNWlU3yGBwtgMC https://youtu.be/kprYmn6eVposi=nVFNWlU3yGBwtgMC"
[X Link](https://x.com/capital_mindset/status/1985060536870940676) 2025-11-02T19:04Z [----] followers, [----] engagements
"Yes but $APO not so much. They let the investor apply the leverage. Arguably they have the best underwriting out there for private credit. But that being said I don't think $BX and $ARES will be an issue. I think it will come from $OWL or small players in aggregate that are private"
[X Link](https://x.com/capital_mindset/status/1985073740804161668) 2025-11-02T19:57Z [----] followers, [---] engagements
"btw side note. Saw your posts on $PGR super attractive here. This market is just impatient and focused alot on the peak margin narrative. I'm not too certain I buy that just because they've shown such strong underwriting even as they've come donw on prices in some markets. I'm somehow to expect their weaker competitors with aggregate combined ratios over 100% in a declining rate environment are going to also lower prices to take share"
[X Link](https://x.com/capital_mindset/status/1985104865740107889) 2025-11-02T22:00Z [----] followers, [---] engagements
"$AMZN $GOOGL $MSFT 80% of fiber was not used after the .com bubble a stat I just heard someone repeat to me. The actual percentage is irrelevant but the idea behind it is more important. There is a massive lack of nuance in this comparison. During the .com bubble they built infrastructure based on predictions of future demand. Today hyperscalers have customers waiting in line for compute they need to build just to keep up with existing demand not simply to predict future needs. The only reason the so called neocloud companies have been able to successfully pivot from crypto mining to the next"
[X Link](https://x.com/anyuser/status/1985452480700829815) 2025-11-03T21:02Z [----] followers, [---] engagements
"$ARES just reported and beat the expectatiosn folks had. We saw strong fundraising (what private equity fatigue) in spite of the GREAT FINANCIAL CRISIS [---] seen on this platform not even a month ago. $ARES is well run and is a fundraising powerhouse and these top end of asset managers will continue to concentrate much of the market opportunity. There is always going to be alot of noise. $APO reports tomorrow and I'll be looking for much of the same things as always and I expect business as usual. All that is happening right now is the latest and hottest narrative spun around by folks who want"
[X Link](https://x.com/capital_mindset/status/1985455856062754855) 2025-11-03T21:15Z [----] followers, [---] engagements
"@rosyprosperity I'm cautious $ORCL but I'm not short. I see them more as excess capacity backfilling to match the demand in the short-medium term. Who knows how much forward demand there is though"
[X Link](https://x.com/capital_mindset/status/1985480106941218935) 2025-11-03T22:52Z [----] followers, [---] engagements
"@Ckrawl Ive added some shares yes"
[X Link](https://x.com/capital_mindset/status/1985514385779872099) 2025-11-04T01:08Z [----] followers, [--] engagements
"$PLTR I have no position but why is the ceo crashing out on CNBC over short sellers as if that even matters as long as the fundamentals are sound. That only makes me worried. If anything it makes me concerned. Sam Altman also crashing out is what's probably adding to fears. Its just not a good look"
[X Link](https://x.com/anyuser/status/1985901262873690555) 2025-11-05T02:45Z [----] followers, [----] engagements
"@Christo46961600 My short position is going to send the entire world into a depression. So obviously your crashout will be warranted"
[X Link](https://x.com/capital_mindset/status/1985907359940583554) 2025-11-05T03:09Z [----] followers, [--] engagements
"Equity market flipping its shit over perception of weakness in the latest narrative. Bond market says. yeah whatever. The one you listen to should be obvious. $SPX $QQQ"
[X Link](https://x.com/capital_mindset/status/1986500327080607894) 2025-11-06T18:26Z [----] followers, [---] engagements
"Silly Jon. to know this would require reading. I would rather listen to CNBC to better understand what is happening with unemployment using the EXACT SAME REPORT thank you #Jonisright $SPX $QQQ"
[X Link](https://x.com/capital_mindset/status/1986930059941400642) 2025-11-07T22:53Z [----] followers, [---] engagements
"Market Meltdown Weak Labor Data Fiserv Disaster and Smarter Stock Picks https://x.com/i/broadcasts/1ypJdqXDZaVxW https://x.com/i/broadcasts/1ypJdqXDZaVxW"
[X Link](https://x.com/capital_mindset/status/1987020053439783378) 2025-11-08T04:51Z [----] followers, [---] engagements
"@MrMachoMog"
[X Link](https://x.com/capital_mindset/status/1987218226795737322) 2025-11-08T17:58Z [----] followers, [---] engagements
"$TSM tells you they are surpassing capacity expectations and raising prices again. Market: yeah whatever Me:"
[X Link](https://x.com/anyuser/status/1987331411842371761) 2025-11-09T01:28Z [----] followers, [----] engagements
"Youre probably right. Once open AI and other LLM advertising models launch there will finally be alternatives. The search problem all those people were wrong because there simply was/is no alternative. You sold now that its concluded it wont/cant happen. This will probably age well"
[X Link](https://x.com/capital_mindset/status/1987667170734813385) 2025-11-09T23:42Z [----] followers, [---] engagements
"When government shut down ends. No one: X:"
[X Link](https://x.com/capital_mindset/status/1987699868928708970) 2025-11-10T01:52Z [----] 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
@capital_mindset Capital Mindset
Capital Mindset posts on X about $nvda, market, $googl, in the the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.
Engagements: [---] #
- [--] Week [-----] -71%
- [--] Month [------] +194%
- [--] Months [-------] -87%
- [--] Year [---------] -1.30%
Mentions: [--] #
- [--] Week [--] -8%
- [--] Month [--] +118%
- [--] Months [---] +249%
- [--] Year [---] +150%
Followers: [-----] #
- [--] Week [-----] +0.18%
- [--] Month [-----] +1.60%
- [--] Months [-----] +15%
- [--] Year [-----] +43%
CreatorRank: [---------] #
Social Influence
Social category influence stocks technology brands finance cryptocurrencies automotive brands social networks countries celebrities financial services luxury brands
Social topic influence $nvda, market, $googl, in the, meta, if you, $amzn, stocks, googl, amzn
Top accounts mentioned or mentioned by @andrewm61370616 @alderlaneeggs @0gbaconmemes @pulte @rosyprosperity @greavuz @christo46961600 @batplc @ryanmcbeth @whitehouse @sfarringtonbkc @komodocapital @buccocapital @ckrawl @michaeljburry @sjb987654321 @cougstaa @ruthcapital @gerberkawasakis @ojrenick
Top assets mentioned NVIDIA Corp. (NVDA) Alphabet Inc Class A (GOOGL) Amazon.com, Inc. (AMZN) Metadium (META) Tesla, Inc. (TSLA) Taiwan Semiconductor (TSM) PayPal Holdings Inc (PYPL) Microsoft Corp. (MSFT) Rigetti Computing, Inc. Common Stock (RGTI) UnitedHealth Group (UNH) Apollo Global Management, Inc. (APO) Strategy (MSTR) IonQ, Inc. (IONQ) Fair Isaac, Corp. (FICO) RAI Finance (SOFI) Quantum Computing Inc. (QUBT) Elevance Health Inc (ELV) Oscar Health, Inc. (OSCR) Adobe, Inc. (ADBE) Oracle Corporation (ORCL) Apple, Inc. (AAPL) Palantir Technologies Inc. (PLTR) D-Wave Quantum Inc. (QBTS) Hims & Hers Health, Inc. (HIMS) NextEra Energy Inc (NEE) Generac Holdings Inc. (GNRC) DisChain (DIS) Bitcoin (BTC) Netflix Inc (NFLX) Celsius Holdings, Inc. Common Stock (CELH) Sterling Infrastructure, Inc. Common Stock (STRL) Affirm Holdings, Inc. (AFRM) Autozone Inc (AZO) Novo-Nordisk (NVO)
Top Social Posts
Top posts by engagements in the last [--] hours
"Still think RE plays are cheap. REITs continue to be heavily discounted and are more likely forward pricing changes in private markets. I still maintain [----] is an accumulation year for REITs. Albeit at a slower pace for me as many recovered from their relative lows"
X Link 2023-08-16T00:45Z [----] followers, [---] engagements
"Shoutout to members who were watching as we took advantage of the strong fear in names like $KRC where you had two factors extending the discount. California exposure & being an office REIT. Class A is the way to play"
X Link 2023-09-07T16:47Z [----] followers, [---] engagements
"After sort of mentioning some victory laps yesterday let me talk about $DG where I fumbled the bag in allocation strategy. Although still a small allocation the aggressive accumulation relative the thesis is a good reminder/lesson going forward"
X Link 2023-09-08T14:38Z [--] followers, [---] engagements
"current allocation of 2.6% is not in line with that belief. I have elected to reduce exposure to about a 1.3-2% allocation and will after the [--] day window add in accordance to my thesis. The longer term story here is not broken in my view"
X Link 2023-09-08T14:38Z [---] followers, [---] engagements
"just challenged for now. I reiterate I don't think there is a rush to accumulate $DG as we get more color on lower end consumer health and the return on the current capex strategy the market will appreciate that clarity as well"
X Link 2023-09-08T14:38Z [---] followers, [---] engagements
"I thought I'd share these both here and YouTube outside of the investment club. Personal Holdings updated publicly on YT and Holding CO updated only to members with full transparency of $ figures and brokerage return calculations. The following are calculated returns by Merrill"
X Link 2023-09-22T19:14Z [----] followers, [----] engagements
"Recently noticed retail dividend investors are interested in $WPC after the recent news to divest their office assets and recent drops. I was asked during a private club call to share my thoughts. I will do a video but for now the bullet points are here"
X Link 2023-09-24T02:12Z [---] followers, [---] engagements
"$WPC boasts broad diversification which is both a strength and a weakness. Market does not appreciate the lack of focus on such a portfolio. The cost of capital versus more industrial focused peers is not favorable. This move is necessary as it follows $O with a"
X Link 2023-09-24T02:12Z [--] followers, [---] engagements
"Similar spinoff of ONL. Office properties are not all created equal. This move overall is necessary for them to shed off low quality assets and hopefully improve their spread. I have very little interest and have HAD very little interest in $WPC. That being said"
X Link 2023-09-24T02:12Z [---] followers, [---] engagements
"Doesnt mean much but it is funny (credit: bacon)"
X Link 2023-09-27T19:26Z [---] followers, [---] engagements
"Utility darlings like $NEE are down in relation to yields.yes but the recent slope of the decline in share price is the market voting higher for longer will impact future returns. This idea is quite simple if we break it down on a high level"
X Link 2023-10-03T16:18Z [---] followers, [---] engagements
"In short Utilities rely on debt issuance to fund development. Normally this is not an issue as these companies are government supported monopolies. This does not mean they are immune to capital market shifts like in this case and rising cost of debt"
X Link 2023-10-03T16:18Z [---] followers, [--] engagements
"So it should be easy to connect this dot that should interest rates rise the cost of debt when a company like $NEE goes to refinance will increase their NIE and in turn this should decrease future projected income and cashflows"
X Link 2023-10-03T16:18Z [---] followers, [--] engagements
"Furthermore some added context companies like $NEE have made it clear they plan to increase the use of shares as a source of capital raise due to the increase in the debt costs. Management has laid out aggressive investment plans and while I tend to commend this"
X Link 2023-10-03T16:18Z [---] followers, [---] engagements
"Im not particularly attracted to Utility stocks. I view them now as a play potentially against rates being higher for longer although I know of a few discussed in the club that would play that role better. I rate $NEE AVOID for my personal investing approach"
X Link 2023-10-03T16:18Z [---] followers, [---] engagements
"$GNRC appears to have a solid path to grow and compound 12-14% a year. Management has projected doubling EBITDA by [----] and margins coming back in line with historical levels. If true looks interesting. So far seeing as an entry in the 90s and below is very interesting"
X Link 2023-10-04T19:23Z [---] followers, [---] engagements
"Funny how sentiment changes with CRWD just another example of how people can change their minds so quickly and are more driven by price than by doing actual research and at $90 it was a terrible company. Long $CRWD"
X Link 2023-10-11T19:10Z [---] followers, [---] engagements
"DIS Earnings HOOD trading at Book Value MUSA CROX PYPL Adyen CHH"
X Link 2023-11-09T02:35Z [---] followers, [---] engagements
"Bullish $DIS"
X Link 2023-11-13T18:03Z [----] followers, [---] engagements
"Stocks Rally BIG New STOCKS we are adding Covering Your Shorts"
X Link 2023-11-15T02:47Z [---] followers, [---] engagements
"Companies you want to be careful owning on declining interest rate environment RETAIL investor edition: HOOD: Q3'23 Generated $251 million in net interest revenue. Operating income. $75 million of that was from their corporate cash. Operating income still at a loss. Growth slowing greater focus needed in generating revenue in other lines of business. PLTR: Just under $40 million in interest Q3'23. Slowing growth in key areas such as commercial customers. While government has held up relatively well to some expectations a lower rate environment does not bode well for the profitability story."
X Link 2023-11-16T19:36Z [---] followers, [---] engagements
"Imagine not understanding what BABA is. even after there are freely available breakdowns on the internet. I deserve a victory lap"
X Link 2023-11-16T21:21Z [---] followers, [---] engagements
"@Greavuz @paulgabrail Hes the LB of investing"
X Link 2023-11-17T06:22Z [---] followers, [--] engagements
"I started a game a couple weeks ago with the club members. I've always wanted to own the wonderful company of $COST. Rules are simple every time I shop there I buy [--] share. It's been a month and I've accumulated my 3rd share. I might have a miled Costco addiction"
X Link 2023-11-20T19:59Z [---] followers, [---] engagements
"NVDA Earnings Blowout Portfolio at All Time Highs Buying Up Retail"
X Link 2023-11-22T21:05Z [---] followers, [---] engagements
"Im upgrading NVDA from buy to super buy. But seriously. I think analysts are following in line upgrading the name under the assumption its current reality is a perpetual state. I cant help but think the exact opposite. If youve been following my content Ive spoken extensively on the upcoming changes. The company is no doubt exceptional and has been a great investment the past decade. At CURRENT valuations the setup seems quite poor. If Im correct on my forward projections there might be severe miscalculations on the part of analysts. $NVDA is an AVOID for me. Id much rather look elsewhere for"
X Link 2023-11-23T12:33Z [---] followers, [---] engagements
"Happy thanksgiving everyone Will be in the EU for the next two weeks so time of content will change"
X Link 2023-11-23T14:19Z [---] followers, [---] engagements
"Imagine being a YTD bro. Credit to the people who send me this making me cringe/die on the inside. Everyone should proliferate YTD bros for people that want to hide [----]. Especially when certain narratives on ones performance doesnt quite add up. @Christo46961600 youll get a kick out of this I think"
X Link 2023-11-25T10:53Z [---] followers, [---] engagements
"@Ded_Capital Im so happy I only share one position with him. Idk what his performance is but his port like Andrew says screams typical retail investor"
X Link 2023-11-25T19:18Z [---] followers, [---] engagements
"Live capture of EM teaching how they buy high and sell low. $SNBR $WBA $PYPL $META $MMM $BABA $SWBI $GDX $GDXJ $LUV $JETS $QQQ short $NVDA short $CCL BTW the ones on this list that have done well they like meta they didnt capture any of the upside. Im missing quite a bit from this list. This guy doesnt miss Keep in mind he cant show you his performance per his broker because that would shatter the image he wants to have"
X Link 2023-11-27T08:18Z [---] followers, [---] engagements
"Idk if fintwit is worse than YouTube or better Thoughts"
X Link 2023-11-28T07:31Z [---] followers, [---] engagements
"Now that my $PYPL trade is in Im super bullish $PYPL Im going to post daily reasons to buy PyPL 😉"
X Link 2023-11-28T19:56Z [---] followers, [---] engagements
"Am I a boomer for loving banking at Bank of America 😂 Let me know your favorite bank. I have accounts with two major banks one local bank no current accounts with online banks. Looking to get one potentially"
X Link 2023-11-29T08:44Z [---] followers, [---] engagements
"$PYPL daily reminder that PYPL is a wonderful company trading super super cheap 😉"
X Link 2023-11-29T08:48Z [---] followers, [---] engagements
"$CRM top holding earnings: decent revenue growth 11% with similar guide. Margin expansion to 17% OP margin. Whats new here Nothing that wasnt already part of the thesis. First video price $180+ with a neutral sentiment Second video price hit my sweet spot. Abbreviated thesis to what I provided to the club members Im really happy with my investment and a proud owner of a wonderful company at a very good price"
X Link 2023-11-29T23:27Z [---] followers, [---] engagements
"Ill publicly share my three points covered in the club private calls on $ORCL [--]. Technological challenges versus peers is not the only thing they have to worry about. They also have a disadvantage from a financial position. Of the hyper-scalers they are the most leveraged. [--]. Slowing growth likely to cripple valuation which is/was sitting at the high side to historical average for the company. [--]. Related to point [--] the capital allocation has been horrendous. Using debt to buy back stock at whatever valuation is a great way to destroy shareholder value over the long run. This does bode well"
X Link 2023-12-13T15:24Z [---] followers, [---] engagements
"Imagine being short $QQQ and shorting $NVDA in the dumbest way possible. Do you guys know anyone in this position 😂"
X Link 2023-12-13T20:12Z [---] followers, [---] engagements
"Meme created inside the Club 🤣"
X Link 2023-12-14T15:32Z [---] followers, [---] engagements
"oh wow Looks like an EM Paul co went BK. Calls himself the LeBron James of Investing. Thoughts"
X Link 2023-12-18T14:50Z [---] followers, [---] engagements
"M&A After Hours News COSTCO SPECIAL DIVIDEND [----] will be the year of. https://twitter.com/i/broadcasts/1OdJrjnQOBXJX https://twitter.com/i/broadcasts/1OdJrjnQOBXJX"
X Link 2023-12-18T21:41Z [----] followers, [---] engagements
"Remember folks there is alot of noise. Alot of people trying to monetize your attention. Not all information is "informative". Remember those BRICS alarmists. yeah please remember who they were"
X Link 2023-12-20T17:17Z [---] followers, [---] engagements
"Why Sell $MUSA when I did This post serves as my PUBLIC explanation of what was a top holding in the holding Co and Personal holdings. $MUSA thesis was based on the company's ability to buy back stock at what I viewed as cheap prices. As the company re-rated higher this part of my thesis concluded and buybacks became a less efficient form of capital allocation in my view. At current prices I would prefer management to use excess cashflows to retire debt or retain cash. Looking at one valuation metric (like the one below EV/EBITDA) you can see the valuation re-rating to comparatively high"
X Link 2023-12-21T20:46Z [----] followers, [----] engagements
"And todays YTD Bro"
X Link 2023-12-22T05:43Z [---] followers, [---] engagements
"Biased prediction: A class CRE opportunity of [----] will look obvious if it doesnt already in [----] and beyond"
X Link 2023-12-26T12:04Z [---] followers, [---] engagements
"$GOOGL remains the cheapest company of its class. I think the following are reasons for the discount. 1) terrible management and a subpar culture. 2) current uncertainty surrounding their moat. Of the Mag [--] I would argue the management at google is the worst. Complacent propped up by what is a magnificent product with incredible barriers to entry. A culture of stagnation with priorities set on the what people look like or what they have between their legs instead of their accomplishments. But you know what they say. Buy a company that could run even with a moron running it. Cant think of a"
X Link 2023-12-26T12:55Z [----] followers, [----] engagements
"Guys guys guys I just bought a metric fuck ton of Chick-fil-a shares. Company is growing revenue and earnings each year. Remember guys its all about the fundamentals"
X Link 2023-12-26T18:48Z [--] followers, [---] engagements
"Market open [----]. Its game time lets see how things go this year"
X Link 2024-01-02T14:18Z [--] followers, [---] engagements
"Damn why the stakes. why so serious. Short sellers are literally built different I guess"
X Link 2024-01-02T18:01Z [--] followers, [---] engagements
"GTS acquired. Im now team Porsche 🥳 said bye bye to my $TSLA Okay serious question Should I splurge a little Okay serious question Should I splurge a little"
X Link 2024-01-06T07:39Z [----] followers, [----] engagements
"Imagine being the guy who shorted $NVDA at the beginning of [----] in the dumbest way possible fumbling nearly every long idea you had charging for a day trading course and still thinking you have any credibilit. pathetic Comment if you know who this is"
X Link 2024-01-08T15:18Z [----] followers, [----] engagements
"Credit: club member @Greavuz $AMZN"
X Link 2024-01-11T00:06Z [---] followers, [---] engagements
"Oh no inflation macro something something recession. Well that last part sure maybe but what are you going to do about it 😤 Buy Bitcoin ETF 😎"
X Link 2024-01-11T22:04Z [---] followers, [---] engagements
"Waking up today remembering Paul is leveraged short $NVDA since January [----]. If you ever have a bad year in the market just remember youre not Paul"
X Link 2024-01-18T18:09Z [----] followers, [---] engagements
"Elon vs TSLA Bank Earnings PYPL finally getting loved TSM Beats my estimates"
X Link 2024-01-20T02:25Z [---] followers, [---] engagements
"Days like this I like to take advantage and scoop up some premium potential. But. This is NOT free money. "I AM SELLING TO WILLING BUYERS AT THE CURRENT FAIR MARKET PRICE""
X Link 2024-01-24T17:53Z [---] followers, [---] engagements
"$ADM was down big on an accounting probe into their nutrition segment. This represents low double digit % of total profits. If we assume thats a zero I think while still a question of credibility of management it might be an interesting long. For now there remains too much noise. Will keep on my watchlist while I continue to add to my current focuses. $TSM"
X Link 2024-01-24T18:13Z [---] followers, [----] engagements
"So much $TSLA cope. You needed to hear yesterdays call to suddenly question the valuation. or are you just blind Just saying the content creator's I've seen with their implied CAGAR of 50% over the next [--] years from levels in [----] were not crazy to you Is it really a tech company or a car company with some tech"
X Link 2024-01-25T17:22Z [----] followers, [----] engagements
"$GOOGL earnings Numbers looked good guidance looked good what gives Discussion with Club Members last night I came away with the following key points. - Alphabet is terrible at setting the tone. Terrible at selling themselves as a company. They either don't know how or don't care to. - Alphabet continues to hold some of the best assets in the entire world. This seems to be their source of passiveness. "Good times create weak men" best describes how I feel about the management. - Too many employees paid too much. Alphabet is notorious for overpaying over-pampering employees who frankly do very"
X Link 2024-01-31T17:01Z [----] followers, [----] engagements
"Earning Season Overview Powell Kills the Market Elon Musk losses 50+ Billion"
X Link 2024-02-01T03:35Z [---] followers, [---] engagements
"$NYCB and other banks today feel like this. Think of any other banks lending in Riley areas ;) Credit club member: Inverse Biocramer Index"
X Link 2024-02-01T17:53Z [----] followers, [----] engagements
"Me retiring today $META $AMZN I have officially hit beyond my retirement figure since first investing in [----] 🥳literally over half my net worth. To all those that followed me through the public portion of my journey I thank you for all your support and the fun times"
X Link 2024-02-01T21:11Z [----] followers, 49.4K engagements
"@KrisPatel99 @VRVitaly And it will happen again in the future. Plenty of times people lose their minds both bullish and bearish. $AMZN is my second largest well completing it seems with $NFLX but its up there and should be now easily be number 2"
X Link 2024-02-01T22:35Z [---] followers, [---] engagements
"Idk if this is the right way to look at it. In my humble opinion fear of missing out shouldnt guide you. Instead reflecting on what is likely the cause of the underperformance. I think its entirely valuation. $TSLA If you had invested $10000 in these stocks on Jan [--] [----] it would be worth today. [--]. Apple - $10108 [--]. Meta - $13843 [--]. Netflix - $12136 [--]. Nvidia - $13721 [--]. Google - $10215 [--]. Amazon - $11476 [--]. Tesla - $7380 $TSLA $META $NFLX $NVDA $AMZN $AAPL $GOOG If you had invested $10000 in these stocks on Jan [--] [----] it would be worth today. [--]. Apple - $10108 [--]. Meta - $13843 [--]. Netflix -"
X Link 2024-02-02T20:07Z [----] followers, [----] engagements
"More often than not heavily shorted companies tend underperform. Often retail investors look at shorted companies in the modern age and think "Short Squeeze Opportunity". I would caution this mentality with the following relevant study. $CELH $AI $CVNA $PLUG $UPST are a few from the list that come to mind as having strong retail interest. Definitely there are more left out but take this general idea and apply it to others. "On average a one-standard-deviation increase in SII predicts a 0.62% lower market return in the next month" Heavily shorted stocks more often than not have something"
X Link 2024-02-02T22:07Z [----] followers, [----] engagements
"Picking only private companies Long: chick fil a Epic Games Lego Short: baba cuz I have to pick one Sunday challenge If you were to go long [--] and short at least [--] of these companies over the next [--] years which ones would you choose and why Use the last funding round valuation or assume a reasonable peer multiple for private companies. For public companies use the https://t.co/iJmTNu9i58 Sunday challenge If you were to go long [--] and short at least [--] of these companies over the next [--] years which ones would you choose and why Use the last funding round valuation or assume a reasonable peer"
X Link 2024-02-04T20:40Z [---] followers, [----] engagements
"FTC and other regulatory bodies weren't able to stop $MSFT from buying $ATVI the largest gaming publisher and the second largest console platform. but stopped $AMZN from buying a vacuum company $IRBT and one tiny airline from merging with another tiny airline so they can't scale like the big [--]. good job guys. you're doing great 🤡"
X Link 2024-02-05T17:15Z [----] followers, [----] engagements
"Now I didn't buy $COKE (was buying other names) it does look like it was in fact a layup back then. Heck even $KO did decent on that dip. Market on October 2023: Sell everything. Ozempic will stop people from going outside. Me: .Nah https://t.co/DF9cwITk6J Market on October 2023: Sell everything. Ozempic will stop people from going outside. Me: .Nah https://t.co/DF9cwITk6J"
X Link 2024-02-05T17:45Z [---] followers, [----] engagements
"PayPal Still Easy Money EM Closes NVDA Short DIS Beats my Estimates"
X Link 2024-02-08T00:25Z [---] followers, [---] engagements
"I know I hate it. I have a rule for a game in the club that I have to buy [--] share every time I go to Costco 😭 Last time $COST valuation was remotely this elevated was beginning in the [----] (and todays valuation is far worse). From Jan. [----] to Jan. [----] the stock returned -4% (and on its way to double digit losses) despite revenue more than doubling over that time frame. Last time $COST valuation was remotely this elevated was beginning in the [----] (and todays valuation is far worse). From Jan. [----] to Jan. [----] the stock returned -4% (and on its way to double digit losses) despite revenue"
X Link 2024-02-09T21:29Z [---] followers, [----] engagements
"maybe just maybe it has alot to do with what you were pricing in for the company Idk Cost of Elon making childish post on X today - $15 Billion of stock value Costs of a Super bowl commercial to educate consumers and help $TSLA sales - $7 Million Elon is out of touch with reality and strategy. #fireelonmusk Cost of Elon making childish post on X today - $15 Billion of stock value Costs of a Super bowl commercial to educate consumers and help $TSLA sales - $7 Million Elon is out of touch with reality and strategy. #fireelonmusk"
X Link 2024-02-12T17:27Z [---] followers, [----] engagements
"Nice ARKK for the win"
X Link 2024-02-15T21:21Z [----] followers, [----] engagements
"Super Investors Are Buying These CROX Earnings Portfolio Discussions"
X Link 2024-02-16T04:19Z [---] followers, [---] engagements
"Anyone who is saying $NVDA is $CSCO [----] does not know what they are talking about. I dont own NVDA but have at least the sense to deeply view the two events in their own respects. That does not mean $NVDA is under or overvalued. But its definitely not the same"
X Link 2024-02-21T22:38Z [----] followers, [----] engagements
"How did I not see this before. Obvious buy $BLDR"
X Link 2024-02-24T02:48Z [----] followers, [----] engagements
"$DIS $DIS Disney head of Film Sean Bailey is leaving the company. Thank the lord they need to make some movies that are actually good. $DIS Disney head of Film Sean Bailey is leaving the company. Thank the lord they need to make some movies that are actually good"
X Link 2024-02-27T18:07Z [---] followers, [---] engagements
"Yikes. This is a TTCFQ tier grifter community notes 🤣 [--] years ago I got kicked out of high school. Today at [--] years old - I just closed on my $2.3 Million Miami home. Take. Risks. In. Life. https://t.co/hTtha1TCYp [--] years ago I got kicked out of high school. Today at [--] years old - I just closed on my $2.3 Million Miami home. Take. Risks. In. Life. https://t.co/hTtha1TCYp"
X Link 2024-02-27T18:24Z [----] followers, [----] engagements
"This does not invalidate your point on Korea but I very much agree with your sentiment. I am long $CPNG. So it should be said the Japanese representation of their stock market is the Nikkei [---]. This is as good as saying the Dow Jones is a representation of the US equity market in the sense that it is not market cap weighted but instead price weighted. A better representation is perhaps the MSCI Japan Index Represented by the EWJ etf. The performance there is a different story better but still poor. The KOSPI is a market cap weighted Index so again its not a good comparison to the Nikkei 225."
X Link 2024-02-28T01:37Z [---] followers, [----] engagements
"Weekend Stock Rant: Sterling Infrastructure $STRL This has become one of my largest holdings and since the last PUBLIC update its now out there for none club members. I will discuss the idea briefly here. I am up roughly 40% on the position. Thesis in a nutshell as everyone pushes their capex on the data center who stands to benefit Companies like Sterling who build out the e-infrastructure. Secondly the United States road infrastructure is set for a large upgrade cycle and many states have low grade highways this is a great set-up once again for companies like STRL. If we listen to the"
X Link 2024-03-02T18:18Z [----] followers, [----] engagements
"Whats the next $META opportunity Just stop If you missed it you missed it Sort of strange to see retail say this is (insert stock here)a $META moment. As someone who actually went all in during the real $META moment that again was in my opinion obvious enough at the time I just dont see the comparisons everyone is doing. $PYPL is a COMPLETELY DIFFERENT SET UP. And as someone whos held $GOOGL for longer than most people on this platform Im just laughing at people see a tiny little decline saying oh is this googles meta moment Anyways rant over. If you missed it too bad so sad. Stop reaching."
X Link 2024-03-04T20:00Z [----] followers, [----] engagements
"FED Saved the Market NKE Earnings The Khmers Portfolio Review Reddit IPO"
X Link 2024-03-22T03:21Z [---] followers, [---] engagements
"Jamie Dimon warns us Shorting This Stock Investing through Geopolitical Conflict Inflation https://twitter.com/i/broadcasts/1eaJbgqWlPkxX https://twitter.com/i/broadcasts/1eaJbgqWlPkxX"
X Link 2024-04-14T01:59Z [---] followers, [---] engagements
"funny enough if this remains like this bullish homebuilders $TOL $LEN $NVR $MTH and others. Short/avoid companies like $ZG $RDFN $UWMC and $RKT Ouch. https://t.co/Pi05Ou4UmK Ouch. https://t.co/Pi05Ou4UmK"
X Link 2024-04-22T16:55Z [----] followers, [----] engagements
"Yes companies should be compared on a P/S metric. Everyone knows this :PeepoCoffee: 3Y Revenue CAGR FOR $SOFI $HOOD $AFRM and $UPST SOFI - 52% HOOD - 14% AFRM - 42% UPST - 21% 3Y Gross Profit CAGR SOFI - 62% HOOD - 18% AFRM - 56% UPST - 16% Current Price/Sales TTM SOFI - [---] HOOD - [---] AFRM - [---] UPST - [---] Price/Sales FWD SOFI - [---] HOOD - [---] AFRM - [---] https://t.co/4XCQIuxYuv 3Y Revenue CAGR FOR $SOFI $HOOD $AFRM and $UPST SOFI - 52% HOOD - 14% AFRM - 42% UPST - 21% 3Y Gross Profit CAGR SOFI - 62% HOOD - 18% AFRM - 56% UPST - 16% Current Price/Sales TTM SOFI - [---] HOOD - [---] AFRM - 5.5"
X Link 2024-04-30T19:27Z [---] followers, [----] engagements
"Great move $GOOGL $GOOG the rest of the world has talented people too and without some of the headaches of hiring that the US may have. Focus on Efficiency also this is bullish for the US start up economy more freed up labor for them too. https://www.kiro7.com/news/trending/google-announces-more-layoffs-will-relocate-some-jobs-overseas/KY6KTJNBTJHJRIKGCZ42RPFKC4/ https://www.kiro7.com/news/trending/google-announces-more-layoffs-will-relocate-some-jobs-overseas/KY6KTJNBTJHJRIKGCZ42RPFKC4/"
X Link 2024-05-01T19:32Z [---] followers, [----] engagements
"Is the Banking Industry In trouble Is Sofi a Buy Discussion with a Guest Speaker https://twitter.com/i/broadcasts/1OwxWYkrQDjGQ https://twitter.com/i/broadcasts/1OwxWYkrQDjGQ"
X Link 2024-05-05T21:00Z [---] followers, [---] engagements
"While I'm not very political I view Stanley Druckenmiller as perhaps the greatest investor of our time. An investor isn't rewarded for fluff opinions or theory you are rewarded for being able to understand a situation understand systems. If you are right you'll make money. If you're wrong you'll lose money. or you're just lucky but I doubt a man who has never had a down year is just lucky. That being said his commentary here should not be dismissed. Investor Stanley Druckenmiller on Bidenomics: "If I were a professor I'd give them an 'F'." https://t.co/WfsU4ecO6y Investor Stanley"
X Link 2024-05-07T15:22Z [----] followers, [----] engagements
"Another very strong quarter for $STRL being one of my top positions here are my key takeaways. CM analyst @AndrewM61370616 has been pounding the table since $35 1) Margin Expansion E-Infrastructure is the hottest game in town and that comes with improved margins. This segment continues to grow rapidly as demand for data centers grow and has no signs of ending anytime soon. 2) Very strong backlog continues to ramp up as the arms race pushes on from the large hyper-scalers. 3) Public infrastructure spend continues to be another lesser credited theme benefiting the company. But hey while"
X Link 2024-05-07T15:35Z [----] followers, [----] engagements
"$DAVE a great way to play weak low income consumer environment. Dave presents a very interesting opportunity to profit from the downfall of more predatory payday loan businesses. Great quarter overall and was in hindsight def a slam dunk when we kept hearing from $SBUX $MCD $YUM & $CMG that VALUE was the driving force behind performance or the perception of value. The pitch was so good from our club member made it to our private weekly call last week and it did not disappoint. Also to the management at $DAVE please see attached images for what we at CM might be a better logo ;) Disclosure:"
X Link 2024-05-07T18:45Z [---] followers, [----] engagements
"completely different business models. $SOFI is not something I would ever touch besides maybe a trade on a clearly definable catalyst. As to the question for why its better. to keep it brief as this is X Dave has a more clear value benefit from member growth and better credit risk profile"
X Link 2024-05-07T19:04Z [---] followers, [---] engagements
"As I said earlier today I was going to go over $MUSA and a bit indirectly get into tobacco stocks like $BTI $PM & $MO. $MUSA I think in short is still a good play to capture the higher move in volumes resulting from declines in the QD experienced by none discount gas stations. $MUSA prior to earnings I stated to club members that $MUSA was interesting from potentially benefiting from a rise in volume as customers will seek them out more than their competitors in a high gas price environment. This happened but something worse happened too so I was not right directionally. The company also"
X Link 2024-05-07T23:09Z [----] followers, [----] engagements
"$RILY @AlderLaneEggs is likely a zero. what a S*** show. Longs are claiming the assets are worth a ridiculous amount and believe in the "short squeeze". Somehow thinking the filing of the 10k proves anything while having an adverse opinion on internal controls. We keep finding irregularities here @AndrewM61370616 @0GBaconMemes"
X Link 2024-05-18T21:23Z [----] followers, [----] engagements
"$AZO buyback machine but where is it coming from Buybacks when done correctly can be incredibly fruitful to shareholders but we need to be careful when we just expect past performance to be the same going forward. Credit: @kostacapital"
X Link 2024-05-22T21:56Z [----] followers, [---] engagements
"Yes people NEED TO UNDERSTAND. Might make a victory lap video $BABA Tell me again how Chinese tech giants are returning cash to foreign shareholders. $BABA $JD https://t.co/qqR6jJu4Zv Tell me again how Chinese tech giants are returning cash to foreign shareholders. $BABA $JD https://t.co/qqR6jJu4Zv"
X Link 2024-05-23T16:24Z [---] followers, [----] engagements
"Wanted to give a shoutout to these guys who called out a scammer on their show and then got bot attacked by them. @YouTube please look into this if anything hosting the questionable individual should be the primary concern. https://twitter.com/cashflowkingsyt/status/1793001055208325177 https://twitter.com/cashflowkingsyt/status/1793001055208325177"
X Link 2024-05-24T04:23Z [---] followers, [---] engagements
"I want to know who takes you seriously so I don't take them seriously. In our view the search for cash and safety in the equity markets today is as intense as that during the Great Depression in the early 1930s. When fear dissipated the market broadened out and rewarded risk-taking once again. In our view the search for cash and safety in the equity markets today is as intense as that during the Great Depression in the early 1930s. When fear dissipated the market broadened out and rewarded risk-taking once again"
X Link 2024-05-24T23:08Z [----] followers, [----] engagements
"Cruisers are Cruising Again and Its the Greatest Interest Rate Play https://twitter.com/i/broadcasts/1DXxyjRMQVkKM https://twitter.com/i/broadcasts/1DXxyjRMQVkKM"
X Link 2024-05-30T00:04Z [---] followers, [---] engagements
"@peepeefinance ummmmm no one saw this coming I guess😬"
X Link 2024-05-30T16:51Z [---] followers, [---] engagements
"Portfolio Update Finally bought more CRM Losers of AI Race Boring Wins https://twitter.com/i/broadcasts/1kvJpvooRlMKE https://twitter.com/i/broadcasts/1kvJpvooRlMKE"
X Link 2024-06-02T02:06Z [----] followers, [---] engagements
"I've been hearing from certain investors on this platform and YouTube that markets have actually been tough and many companies regardless of quality have sold off. Do you agree or are they just coping"
X Link 2024-06-18T22:41Z [---] followers, [----] engagements
"Dang so much time spent over a business not worth the effort. Been saying this since its Spac crazy days dont know why retail insists on spending so much time and effort on this one. Love to sit back and watch it happen though. I just finished my first draft of the $SOFI article I am probably the most excited to publish of any I've ever written. The problem is that it is really long like 6700+ words and something like [--] charts and figures. This was an absolute labor of love to write but I fear it I just finished my first draft of the $SOFI article I am probably the most excited to publish of"
X Link 2024-06-22T22:26Z [----] followers, [----] engagements
"Cathie wood buys $AMD to cope with $NVDA. Guess which one is down and which one is up today"
X Link 2024-06-25T16:20Z [---] followers, [---] engagements
"The retail investors are realizing it now Mistakes happen. You could have done way way way worse. $PYPL was just another example of the retail crowed scrambling into something they didn't understand. At least its not $SOFI. I regret buying $PYPL. There I said it. I regret buying $PYPL. There I said it"
X Link 2024-06-26T22:34Z [----] followers, [----] engagements
"Will post an update on performance tomorrow to mark the Mid Year. After today we will be up over 75% YTD off the back of a strong [----] a strong [----] a strong 2021"
X Link 2024-06-26T22:37Z [---] followers, [---] engagements
"$CONN these is becoming my favorite memes from the community"
X Link 2024-06-26T23:11Z [----] followers, [----] engagements
"Oh crap when I first responded I and said "at least you didn't buy sofi" in reference to your $PYPL regret I had no idea you also bought $SOFI. I guess retail all buys the same stuff. Wonder what content creators your getting your info from. hmmm I regret buying $SOFI. There I said it. I regret buying $SOFI. There I said it"
X Link 2024-06-27T18:56Z [----] followers, [----] engagements
"Presidential Debate ELF winning Becky Trade WBA collapse NKE Earnings https://twitter.com/i/broadcasts/1rmGPMyjnOqJN https://twitter.com/i/broadcasts/1rmGPMyjnOqJN"
X Link 2024-06-28T03:02Z [---] followers, [---] engagements
"Trump Pump on Monday. If you hold those stocks (those who know) congrats https://t.co/6eOgN9UdOy https://t.co/6eOgN9UdOy"
X Link 2024-07-14T00:38Z [----] followers, [----] engagements
"I can't believe people are JUST NOW FINDING OUT its unhealthy. I mean. I'm no doctor. but come on Celsius Holdings shares down near 10% in trading this morning. CELH stock "is now down more than 45% from its 52-week high of $99.62" noted Seeking Alpha. Wall St Journal published a story this morning claiming CELH mktg messages may be misleading per report. Celsius Holdings shares down near 10% in trading this morning. CELH stock "is now down more than 45% from its 52-week high of $99.62" noted Seeking Alpha. Wall St Journal published a story this morning claiming CELH mktg messages may be"
X Link 2024-07-15T15:24Z [---] followers, [----] engagements
"Once again. I wanna know who takes you seriously so I dont take them seriously"
X Link 2024-07-16T01:28Z [---] followers, [----] engagements
"Big tech is DEAD long live American farmers American insurance & American Real Estate $META $AMZN $TSM $GOOGL 🤣"
X Link 2024-07-17T14:53Z [----] followers, [---] engagements
"Disney literally said "I'm going to burn $180 million because reasons" $DIS needs new management. Great assets great IP but horrible management of it. @RobertIger @WaltDisneyWorld When other streamers are spending the same or less and producing much better results"
X Link 2024-07-19T23:33Z [---] followers, [----] engagements
"The Guy who shorted $NVDA thinks he is him. What is your allocation % What is your time weighted return calculated by your broker(at the very least since you began on youtube) These are the questions that you have not answered but if you oneday do it will go a long way to add transparency. It doesn't make you better than all the other furus on youtube. if you're underperforming and still showing it I'd respect it at least show your paid members. and don't give the "lawyers told me not to". I know you're probably structured as a family office papa might not be in favor of it. But you don't"
X Link 2024-07-30T16:14Z [----] followers, [----] engagements
"THE CRASH HAS BEGUN Yen Cary Trade GOOGL losing AAPL good or bad https://x.com/i/broadcasts/1LyGBgplmEEJN https://x.com/i/broadcasts/1LyGBgplmEEJN"
X Link 2024-08-06T02:21Z [----] followers, [---] engagements
"Our Largest Losses Ever NVDA CRM & CRWD Earnings SBUX CEO win Energy Drink Market https://x.com/i/broadcasts/1PlKQbgbaQMGE https://x.com/i/broadcasts/1PlKQbgbaQMGE"
X Link 2024-08-29T01:55Z [----] followers, [---] engagements
"GOOGL stock is Broken FED will SAVE the economy AI bubble https://x.com/i/broadcasts/1YqJDklzZLAGV https://x.com/i/broadcasts/1YqJDklzZLAGV"
X Link 2024-09-11T23:17Z [----] followers, [---] engagements
"Rate Cuts Are Here Sell Everything Buy Everything Lets Talk https://x.com/i/broadcasts/1vOGwrPmnvWKB https://x.com/i/broadcasts/1vOGwrPmnvWKB"
X Link 2024-09-19T02:24Z [----] followers, [---] engagements
"Selling it all is dumb Visa is in Danger Apple Sales down META will take over https://x.com/i/broadcasts/1MnGnDybNWVxO https://x.com/i/broadcasts/1MnGnDybNWVxO"
X Link 2024-09-26T02:47Z [----] followers, [---] engagements
"SEMI equipment sales does not directly equate to "AI hype" as always. there is more nuance needed. $TSM with a great report and once again if you're positioned properly to capture the capex going into infrastructure (we are talking about two separate capex cycles) you're having a great time. However I am finding it harder and harder to ignore equipment companies here. $ASML $AMAT $LRCX $KLAC On $AMAT: China sales are back to normal: Around 30% of Applied Materials' sales are from China (20% semiconductor equipment 10% services and display). Spending should stay strong: China is still far from"
X Link 2024-10-17T16:13Z [----] followers, [---] engagements
"Energy a buy here Semi bear market ending Market overheating https://x.com/i/broadcasts/1lPJqOZEPglKb https://x.com/i/broadcasts/1lPJqOZEPglKb"
X Link 2024-10-19T19:01Z [----] followers, [---] engagements
"$BTI @BATplc CUT THE DIVIDEND and just do this I doubt many stocks would outperform you if you did. Do good by your shareholders. Send this to the management teams you are invested in Subject Line: Just do this AutoZone $AZO Have a great weekend https://t.co/qEG9XM1Oc1 Send this to the management teams you are invested in Subject Line: Just do this AutoZone $AZO Have a great weekend https://t.co/qEG9XM1Oc1"
X Link 2024-10-22T21:07Z [----] followers, [----] engagements
"Meet Kevin's Screaming Deal Housing Stocks on Sale MCD Stock Collapse https://x.com/i/broadcasts/1kvKpbnjYvdJE https://x.com/i/broadcasts/1kvKpbnjYvdJE"
X Link 2024-10-23T01:44Z [----] followers, [---] engagements
"I'm so glad regulators are protecting the people where it matters. Protecting the precious highly competitive none luxury bag market. Good thing they stopped Activision from getting acquired by $MSFT 😉 $CPRI"
X Link 2024-10-24T21:56Z [----] followers, [----] engagements
"I went to a Halloween party recently and I would be lying if this wasn't me at least a little bit. 🤣 $DPZ"
X Link 2024-10-29T14:00Z [----] followers, [----] engagements
"This is why we should be bullish $AXON"
X Link 2024-11-04T16:21Z [----] followers, [---] engagements
"$SAVE regulators being regulators. Going BK what a shocker"
X Link 2024-11-13T19:22Z [----] followers, [----] engagements
"After a very short try at fixing the company CEO PAT Gelsinger who was touted as the man for the job gave up. To be fair it was a near impossible task and maybe speaks to the issues at $INTC https://www.intc.com/news-events/press-releases/detail/1719/intel-announces-retirement-of-ceo-pat-gelsinger#::text=SANTA%20CLARA%2C%20Calif.-- https://www.intc.com/news-events/press-releases/detail/1719/intel-announces-retirement-of-ceo-pat-gelsinger#::text=SANTA%20CLARA%2C%20Calif.--"
X Link 2024-12-02T13:52Z [----] followers, [---] engagements
"Stocks Selling Off What to Buy & Avoid Crypto & Retail confidence https://x.com/i/broadcasts/1gqxvNErrjqxB https://x.com/i/broadcasts/1gqxvNErrjqxB"
X Link 2024-12-19T04:35Z [----] followers, [---] engagements
"Everything that was bullish last week is no longer bullish. EVERYTHING has changed. We are doomed"
X Link 2024-12-20T13:30Z [----] followers, [---] engagements
"This has been waiting [--] years to finally use this. #HappyNewYear"
X Link 2025-01-01T05:39Z [----] followers, [---] engagements
"China blocks all of these platforms. It stands to reason that a reciprocal block by the US against a Chinese media company is a form of modern warfare. China spends billions annually to project an image of power to the West but market trends in fixed income tell a different story. I've discussed this before and I support the US block. @RyanMcbeth offers a good perspective; watch his video linked in this tweet. Social media is a powerful weapon that can be used to incite action against an adversary and influence less informed citizens. It's alarming to see so many accounts whether bots or real"
X Link 2025-01-18T17:36Z [----] followers, [---] engagements
"China blocks all of these platforms. It stands to reason that a reciprocal block by the US against a Chinese media company is a form of modern warfare. China spends billions annually to project an image of power to the West but market trends in fixed income tell a different story. I've discussed this before and I support the US block. @RyanMcbeth offers a good perspective; watch his video linked in this tweet. Social media is a powerful weapon that can be used to incite action against an adversary and influence less informed citizens. It's alarming to see so many accounts whether bots or real"
X Link 2025-01-18T18:15Z [----] followers, [---] engagements
"While I do not particularly like $MSTR I will have to defend it here. This is a terrible take and one that reflects a common error made by new investors. There is a difference between GAAP accounting and tax accounting. We reconcile the differences that occur due to those differences. In this instance unrealized gains are recorded in GAAP accounting because the stated intent of GAAP standards is to reflect the true state of a business to achieve the goal of completeness. So the intent is to have a line item that communicates to a stakeholder the change in value of held assets. Before an"
X Link 2025-01-24T23:55Z [----] followers, [----] engagements
"Today's market reaction is hilarious. People never change. Reminds me of the old META narrative may elaborate my thoughts later in a livestream depends on when I get done with work"
X Link 2025-01-27T18:32Z [----] followers, [----] engagements
"As we watch all the retail shitcos die and people round tripping their portfolios. and the market isn't even down 2% ytd. @AndrewM61370616 there will no doubt be buying opportunities to take advantage of the forced selling. a wealth transfer if you will. $HIMS $PLTR $APP $IONQ $HOOD $RGTI $QUBT $QBTS $MSTR $OPEN"
X Link 2025-03-04T16:55Z [----] followers, [----] engagements
"You were the chosen one it was said you would crush the bears not join them Bring balance to the market not leave it in redness $VOO $QQQ"
X Link 2025-03-04T18:10Z [----] followers, [----] engagements
"@QualityInvest5 have you checked the EV/Sales Because you know apparently that's the metric we're all supposed to care about with NKE"
X Link 2025-03-22T04:52Z [----] followers, [---] engagements
"Bank of America (BOA) $BAC reports consumer spending in the US is up 6% year-over-year (YoY). The consumer is not dead yet but when judging the US market we must remember what matters. For perspective the US consumer accounts for roughly 70% of GDP whereas in other nations like Canada it accounts for roughly half (depending on the year). For the United States it really comes down to 'it's the consumer stupid' (ITCS) when making judgments on the economy's direction. As of now there are no signs of massive turmoil and no liquidity crunch is visible. We have a very clear commercial real estate"
X Link 2025-03-25T17:05Z [----] followers, [----] engagements
"Today Mr. Cooper $COOP) my second-largest position received a buyout offer providing a very handsome exit. Here are my initial thoughts: Regarding the buyer Rocket Companies $RKT I believe they are acquiring a fantastic asset that was significantly misjudged by the market despite its strong performance over the years. As a mortgage servicer Mr. Cooper offers great economies of scale and holds a favorable position within the transaction. While I'm sad to see Mr. Cooper leave my portfolio I also view this event as well-timed considering the current market's position. This allows members of"
X Link 2025-03-31T19:26Z [----] followers, [----] engagements
"To people who think $AAPL calls was insider trading. NO. YOU JUST DON'T HAVE CRITICAL THINKING SKILLS. SELL YOUR STOCKS AND GO INDEX FOR NEXT [--] YEARS. @AndrewM61370616 apparently had insider information. OR HE HAS A BRAIN THAT FUNCTIONS"
X Link 2025-04-12T18:12Z [----] followers, [----] engagements
"While watching the compound episode at the request of my members @0GBaconMemes to react to some of the ideas presented. I couldn't help but notice how Bloomberg is adding China and Taiwan as one. This is on purpose as each of these respective companies $KLAC $AMAT & $LRCX list them out separately and one would have to go out of their way to add these figures. This matters because Bloomberg is misrepresenting the risk and providing poor data by which investors might incorrectly adjust allocations. Unfortunate to see Bloomberg do it for what I can only assume is political reasons. @WhiteHouse"
X Link 2025-04-26T21:03Z [----] followers, [----] engagements
"Vegas is so dead $RRR $MGM $WYNN $LVS $VICI MGM laying off all concierge staff at all Vegas resorts except Aria and Bellagio; closing buffet at Excalibur parking staff reductions due to lower visitor counts and demand. The Golden Age continues MGM laying off all concierge staff at all Vegas resorts except Aria and Bellagio; closing buffet at Excalibur parking staff reductions due to lower visitor counts and demand. The Golden Age continues"
X Link 2025-04-28T16:20Z [----] followers, [----] engagements
"Another good set up The collapse of UnitedHealth $UNH will be studied for years to come. https://t.co/EAkMCVD1Yw The collapse of UnitedHealth $UNH will be studied for years to come. https://t.co/EAkMCVD1Yw"
X Link 2025-05-13T22:54Z [----] followers, [----] engagements
"$UNH Contras being contras was hoping for longer pain"
X Link 2025-05-19T16:56Z [----] followers, [---] engagements
"10 year spikes $MCO downgrades US credit. and yet"
X Link 2025-05-21T19:15Z [----] followers, [---] engagements
"Must be the reason why they are down $UNH $ELV $CI $HUM https://www.cms.gov/newsroom/press-releases/cms-rolls-out-aggressive-strategy-enhance-and-accelerate-medicare-advantage-audits https://www.cms.gov/newsroom/press-releases/cms-rolls-out-aggressive-strategy-enhance-and-accelerate-medicare-advantage-audits"
X Link 2025-05-21T20:54Z [----] followers, [----] engagements
"Joseph has me blocked so I couldn't do a simple quote tweet on his response. But this is SPOT ON. $FICO is one I'm looking closely at. The cost savings on the FICO reports is peanuts in comparison to other parts of the transaction chain. @pulte should reconsider this in large part I expect financial institutions to continue to use FICO irrespective of alternatives just because it has a material impact on the value when these assets are securitized. If you then go one step further and do anything that could harm the value of that securitization you might even increase the cost to borrow for"
X Link 2025-05-27T16:18Z [----] followers, 21K engagements
"so if you have under $100k you can't go wrong with the fidelity card citi double cash which are both 2% at any purchase no annual fee no gimmicks. If you have over $100k to park at a bank/broker I think BOA unlimited cash rewards card is good. You can get 2.625% cash back with a 75% bonus on rewards. US bank has a similar program but even better with 4% cash back for the $100k+. You're base CB earnings rate should be minimum 2% on the "catch all card" then you can min/max with specialized cards. And if you have $100k+ out there the rewards get even better. For both USB and BOA the rewards"
X Link 2025-06-02T04:53Z [----] followers, [--] engagements
"@DM50937761 @CCM_Brett Yes the US bank card I think is promotional the 4% but the BOa card will be there forever at the higher earning rate after you meet the qualifying [--] month average balance"
X Link 2025-06-02T15:00Z [----] followers, [--] engagements
"I love it when retail streamers pump your stock even more to the stratosphere $TSSI. Nice opportunity to take my cost basis out yet again I thank you 🙏"
X Link 2025-06-26T13:45Z [----] followers, [----] engagements
"Get Rich With New Grift ETF China Deal TSSI has finally reached retail https://x.com/i/broadcasts/1dRKZYQendwxB https://x.com/i/broadcasts/1dRKZYQendwxB"
X Link 2025-06-27T01:36Z [----] followers, [---] engagements
"$FICO $EFX $TRU good luck. kind of a waste of time We are doing a full scale review of all credit bureaus. We are doing a full scale review of all credit bureaus"
X Link 2025-06-27T18:17Z [----] followers, [----] engagements
"I kinda don't want rates to come down. I'm having fun buying some fixed income at current rates"
X Link 2025-06-30T14:27Z [----] followers, [---] engagements
"@SFarringtonBKC @komodo_capital consider yourself invited. You're always welcome"
X Link 2025-07-03T21:05Z [----] followers, [---] engagements
"No one: Zoomer: When you realize basically all of the returns of everyone on Fintwit has boiled down to multiple expansion You realize they just got lucky and its a casino Fucking degens man When you realize basically all of the returns of everyone on Fintwit has boiled down to multiple expansion You realize they just got lucky and its a casino Fucking degens man"
X Link 2025-07-17T15:37Z [----] followers, [---] engagements
"Youre not the retard I deserve but the retard I need The prayers worked $AMD shareholders https://t.co/IKEf7rso20 The prayers worked $AMD shareholders https://t.co/IKEf7rso20"
X Link 2025-07-18T15:08Z [----] followers, [----] engagements
"@AmheShay not yet but being fair to $OSCR its really a sector issue right now. I think there is alot of value forming. I want to see if we get capitulation before going in heavy into the space. There is definitely alot of hate right now which reminds me of past investments"
X Link 2025-07-25T11:54Z [----] followers, [---] engagements
"@buccocapital more like what the $FIG management is thinking knowing they could have raised so much more. Just like $ABNB's "humbling moment" on their IPO haha"
X Link 2025-07-31T19:16Z [----] followers, 12K engagements
"@4thPillar_ There is the banking side to it and then there is the BAAS side. I get your initial reaction to value this like just any other bank and if it was more like a traditional bank Id probably agree"
X Link 2025-08-19T20:13Z [----] followers, [---] engagements
"@AndrewM61370616 so much cope on $NVDA coming from doomers. Too early is still wrong and they don't get it"
X Link 2025-08-28T17:39Z [----] followers, [---] engagements
"$TSSI $DELL A lot of retail investors are involved with this name which results in a lot of volatility much to our advantage. However the longer-term story remains intact. TSS is going to receive a good deal of business from the surplus that Dell cannot fulfill. Over the next few quarters we will see what that brings for TSS. I've taken advantage of this and fully rebuilt the position for another go. I've already made a lot of money with this name and my partner @AndrewM61370616 has discussed it extensively on this platform"
X Link 2025-08-29T13:00Z [----] followers, 14.1K engagements
"@charlieliner they raised guidance from [--] - [--] billion for AI server revenue"
X Link 2025-08-29T14:47Z [----] followers, [---] engagements
"Having some random timing luck #PLTR"
X Link 2025-02-19T20:40Z [----] followers, [----] engagements
"So far its been a great call [----] to be another great year @AndrewM61370616 the retail names in full sell off mode $PLTR $HIMS $APP $OPEN $APLD $RGTI $IONQ $HOOD"
X Link 2025-02-24T16:07Z [----] followers, [----] engagements
"Check out our pitch with @SFarringtonBKC Part [--]. Part [--] comes out tomorrow discussing more. $JXN https://www.youtube.com/watchv=I6jQj0R7JA4 https://www.youtube.com/watchv=I6jQj0R7JA4"
X Link 2025-07-03T21:00Z [----] followers, [----] engagements
"We the consumer are forever grateful for your work in saving $IRBT & $SAVE A great reminder that letting startups grow into independently successful businesses rather than be bought up by existing giants can generate enormous value. A win for employees investors innovation and the public. A great reminder that letting startups grow into independently successful businesses rather than be bought up by existing giants can generate enormous value. A win for employees investors innovation and the public"
X Link 2025-08-02T22:09Z [----] followers, [----] engagements
"$FICO $EFX The very nice implied price increase in FICO validates the volume plus price increase thesis that will ultimately make the stock look cheap. Many might incorrectly assume it's expensive for its high P/E. The forward E from sell side might be wrong"
X Link 2025-10-02T11:10Z [----] followers, [----] engagements
"Nice relative performance recently $TSSI AI capex is still strong. Embrace the volatility retail provides $TSSI $DELL A lot of retail investors are involved with this name which results in a lot of volatility much to our advantage. However the longer-term story remains intact. TSS is going to receive a good deal of business from the surplus that Dell cannot fulfill. Over the next https://t.co/3IClc7TOm0 $TSSI $DELL A lot of retail investors are involved with this name which results in a lot of volatility much to our advantage. However the longer-term story remains intact. TSS is going to"
X Link 2025-10-10T15:14Z [----] followers, [----] engagements
"Private Equity Bubble The end of QT & FICO fights back. Paypal's moment https://x.com/i/broadcasts/1OdKrOwWbVvGX https://x.com/i/broadcasts/1OdKrOwWbVvGX"
X Link 2025-10-15T13:30Z [----] followers, [---] engagements
"Me buying your shares that you panic sold off a backwater regional shitco bank having a problem $APO"
X Link 2025-10-17T13:33Z [----] followers, [----] engagements
"@rosyprosperity the reaction to these names is wild but I'll take it. Great assets and managers for the long term. Will be funny to see how quickly this is forgotten again"
X Link 2025-10-17T15:15Z [----] followers, [--] engagements
"@komodo_capital LOL"
X Link 2025-10-19T03:05Z [----] followers, [---] engagements
"$IONQ $RGTI $QUBT $QSI I mean it doesn't matter if the news wasn't real. These aren't real companies anyway"
X Link 2025-10-23T14:25Z [----] followers, [---] engagements
"another day another moron JPs new HQ. What a difference [--] years makes. In [----] $JPM was toast before TARP bailed them out. Look at them now. Crony capitalism is awesome if youre TBTF. https://t.co/G87xbgdWiD JPs new HQ. What a difference [--] years makes. In [----] $JPM was toast before TARP bailed them out. Look at them now. Crony capitalism is awesome if youre TBTF. https://t.co/G87xbgdWiD"
X Link 2025-10-27T03:32Z [----] followers, [----] engagements
"@rubal_verma @ACInvestorBlog do you think they read Thesis = high short interest bro"
X Link 2025-10-27T18:04Z [----] followers, [--] engagements
"$UNH $ELV $MOH $UNH reports tomorrow morning. I don't expect much results this quarter but I'm more focused on what happens in the next quarter. I doubt we will get a $MOH like surprise with $16 eps likely being the bottom of the barrel assumption on earnings. All that matters is next year onward and how they will adjust and reposition their portfolio. $ELV pulled a decent quarter showing management was more or less right on the ball with their assumptions and I would expect that management team to bring their A game. I expect a near term positive catalyst post earnings that will help this"
X Link 2025-10-28T02:05Z [----] followers, [----] engagements
"$NVDA $TSSI don't overthink it. How many companies need to tell you that DC capex is going up Very excited to see what comes out from the folks over at $TSSI over the next few months. Will also be discusing in future posts on energy and its still overlooked (despite being up alot) role still yet to play. Disclosure: We are long both"
X Link 2025-10-28T20:32Z [----] followers, [----] engagements
"I honestly love how $NVDA Huang basically told you these rinky dink shitcos are just that RINKY DINK piles of vaporware that trick retail investors into a story so they can survive. $IONQ $QUBT $QBTS $RGTI (the most honest) and others. If you want quantum computing so badly $GOOGL is legit and still not crazy value. The other REAL quantum names are either private or in one case small cap that for some reason doesn't get much attention"
X Link 2025-10-28T20:49Z [----] followers, [----] engagements
"One of the main issues I discussed with members is that in my view $FI had poor capital allocation. In the last quarter the company stated their target Debt to EBITDA ratio was [---] and they were at [---]. You have no room for error when you are pushing leverage like that. There is also a tail risk on the banking cores as newer players seek to supplant them. It only takes one case study to highlight this risk. There is demand but the high retention rate is mainly because switching is so inconvenient due to the amount of risk it introduces and the regulatory overhead. Looking ahead this might"
X Link 2025-10-29T18:22Z [----] followers, [----] engagements
"$AMZN not a surprise AWS re-accelerated given the management team both told us about the slow down last quarter and told us it would accelerate this quarter. honestly do people not read. Don't overthink it $TSM $NVDA $TSSI remain longs here. Disclosure: Long the names mentioned above"
X Link 2025-10-30T21:34Z [----] followers, [----] engagements
"$ADBE is overly hated. I get asked a lot what I think about this name and honestly while I am not long I dont think a buyer here is going to do poorly over the long run. I envision a future where $ADBE is simply the UI by which we interact with the various LLM imag generating tools. There will always be a need for final touches and I don't really see a world where its a fully automated task without at least some oversight. Billing in many of these SaaS names is going to move from seats to usage. So no SaaS is not dead across the board. I may or may not initiate a position at a later date"
X Link 2025-11-01T18:56Z [----] followers, [----] engagements
"$FMC still getting comments on this video. Will have to look and see if the issues persist. $55 - $15 Disclosure: no short position currently https://youtu.be/kprYmn6eVposi=nVFNWlU3yGBwtgMC https://youtu.be/kprYmn6eVposi=nVFNWlU3yGBwtgMC"
X Link 2025-11-02T19:04Z [----] followers, [----] engagements
"Yes but $APO not so much. They let the investor apply the leverage. Arguably they have the best underwriting out there for private credit. But that being said I don't think $BX and $ARES will be an issue. I think it will come from $OWL or small players in aggregate that are private"
X Link 2025-11-02T19:57Z [----] followers, [---] engagements
"btw side note. Saw your posts on $PGR super attractive here. This market is just impatient and focused alot on the peak margin narrative. I'm not too certain I buy that just because they've shown such strong underwriting even as they've come donw on prices in some markets. I'm somehow to expect their weaker competitors with aggregate combined ratios over 100% in a declining rate environment are going to also lower prices to take share"
X Link 2025-11-02T22:00Z [----] followers, [---] engagements
"$AMZN $GOOGL $MSFT 80% of fiber was not used after the .com bubble a stat I just heard someone repeat to me. The actual percentage is irrelevant but the idea behind it is more important. There is a massive lack of nuance in this comparison. During the .com bubble they built infrastructure based on predictions of future demand. Today hyperscalers have customers waiting in line for compute they need to build just to keep up with existing demand not simply to predict future needs. The only reason the so called neocloud companies have been able to successfully pivot from crypto mining to the next"
X Link 2025-11-03T21:02Z [----] followers, [---] engagements
"$ARES just reported and beat the expectatiosn folks had. We saw strong fundraising (what private equity fatigue) in spite of the GREAT FINANCIAL CRISIS [---] seen on this platform not even a month ago. $ARES is well run and is a fundraising powerhouse and these top end of asset managers will continue to concentrate much of the market opportunity. There is always going to be alot of noise. $APO reports tomorrow and I'll be looking for much of the same things as always and I expect business as usual. All that is happening right now is the latest and hottest narrative spun around by folks who want"
X Link 2025-11-03T21:15Z [----] followers, [---] engagements
"@rosyprosperity I'm cautious $ORCL but I'm not short. I see them more as excess capacity backfilling to match the demand in the short-medium term. Who knows how much forward demand there is though"
X Link 2025-11-03T22:52Z [----] followers, [---] engagements
"@Ckrawl Ive added some shares yes"
X Link 2025-11-04T01:08Z [----] followers, [--] engagements
"$PLTR I have no position but why is the ceo crashing out on CNBC over short sellers as if that even matters as long as the fundamentals are sound. That only makes me worried. If anything it makes me concerned. Sam Altman also crashing out is what's probably adding to fears. Its just not a good look"
X Link 2025-11-05T02:45Z [----] followers, [----] engagements
"@Christo46961600 My short position is going to send the entire world into a depression. So obviously your crashout will be warranted"
X Link 2025-11-05T03:09Z [----] followers, [--] engagements
"Equity market flipping its shit over perception of weakness in the latest narrative. Bond market says. yeah whatever. The one you listen to should be obvious. $SPX $QQQ"
X Link 2025-11-06T18:26Z [----] followers, [---] engagements
"Silly Jon. to know this would require reading. I would rather listen to CNBC to better understand what is happening with unemployment using the EXACT SAME REPORT thank you #Jonisright $SPX $QQQ"
X Link 2025-11-07T22:53Z [----] followers, [---] engagements
"Market Meltdown Weak Labor Data Fiserv Disaster and Smarter Stock Picks https://x.com/i/broadcasts/1ypJdqXDZaVxW https://x.com/i/broadcasts/1ypJdqXDZaVxW"
X Link 2025-11-08T04:51Z [----] followers, [---] engagements
"@MrMachoMog"
X Link 2025-11-08T17:58Z [----] followers, [---] engagements
"$TSM tells you they are surpassing capacity expectations and raising prices again. Market: yeah whatever Me:"
X Link 2025-11-09T01:28Z [----] followers, [----] engagements
"Youre probably right. Once open AI and other LLM advertising models launch there will finally be alternatives. The search problem all those people were wrong because there simply was/is no alternative. You sold now that its concluded it wont/cant happen. This will probably age well"
X Link 2025-11-09T23:42Z [----] followers, [---] engagements
"When government shut down ends. No one: X:"
X Link 2025-11-10T01:52Z [----] 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