[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @dcurras1 Nikotes Nikotes posts on X about $csu, deep dive, $csuto, $isrg the most. They currently have XXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::1363880522355793924/interactions)  - X Week XXXXXX +37% - X Month XXXXXX +238% - X Months XXXXXXX +35% - X Year XXXXXXX +1,004% ### Mentions: XX [#](/creator/twitter::1363880522355793924/posts_active)  - X Week XX +42% - X Month XX +18% - X Months XXX -XX% - X Year XXX +601% ### Followers: XXX [#](/creator/twitter::1363880522355793924/followers)  - X Week XXX +1.80% - X Month XXX +13% - X Months XXX +120% - X Year XXX +48% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::1363880522355793924/influencer_rank)  ### Social Influence [#](/creator/twitter::1363880522355793924/influence) --- **Social category influence** [stocks](/list/stocks) XXXX% [technology brands](/list/technology-brands) XX% [finance](/list/finance) XXX% **Social topic influence** [$csu](/topic/$csu) #8, [deep dive](/topic/deep-dive) #837, [$csuto](/topic/$csuto) #16, [$isrg](/topic/$isrg) #31, [$toiv](/topic/$toiv) #3, [$lmnv](/topic/$lmnv) #2, [build a](/topic/build-a) 7.5%, [roic](/topic/roic) 7.5%, [instead of](/topic/instead-of) 5%, [rates](/topic/rates) X% **Top accounts mentioned or mentioned by** [@kairospraxis](/creator/undefined) [@durablecreators](/creator/undefined) [@investsmart94](/creator/undefined) [@bg2pod](/creator/undefined) [@ryenotberben](/creator/undefined) [@mustafasuleyman](/creator/undefined) [@joinyellowbrick](/creator/undefined) [@daypriest](/creator/undefined) **Top assets mentioned** [Intuitive Surgical, Inc. (ISRG)](/topic/$isrg) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Apple, Inc. (AAPL)](/topic/$aapl) [Texas Instruments (TXN)](/topic/$txn) [McCormick & Company, Incorporated (MKC)](/topic/$mkc) [Diageo plc (DEO)](/topic/$deo) [Axon Enterprise, Inc. (AXON)](/topic/$axon) [Microsoft Corp. (MSFT)](/topic/$msft) [Copart, Inc. (CPRT)](/topic/$cprt) [Marvell Technology Inc (MRVL)](/topic/$mrvl) ### Top Social Posts [#](/creator/twitter::1363880522355793924/posts) --- Top posts by engagements in the last XX hours "Great summary of Terry Smith's Annual Letter 👇 Initiated: $ATCO $TXN Sold: $DEO $MKC $AAPL" [X Link](https://x.com/dcurras1/status/1877702748042412311) [@dcurras1](/creator/x/dcurras1) 2025-01-10T13:03Z XXX followers, XXX engagements "First installment of a Constellation Software $CSU $CSU.TO trilogy is live. In this opening piece I dive into CSUs capital allocation outlook and explore whether Mark Leonard and team can sustain their high returns into the 5-10 years. 🔗 Full write-up in the thread below" [X Link](https://x.com/dcurras1/status/1958513904008470555) [@dcurras1](/creator/x/dcurras1) 2025-08-21T12:57Z XXX followers, 7133 engagements "The third (and final) chapter of the $CSU.TO $CSU trilogy is on the way. Well break down how to build a DCF for serial acquirers like CSU driven by ROIC and reinvestment rates instead of the usual revenue/margin assumptions. Also coming in October: A Deep Dive Brief on $ISRG" [X Link](https://x.com/dcurras1/status/1973734958792646819) [@dcurras1](/creator/x/dcurras1) 2025-10-02T13:00Z XXX followers, 7298 engagements "Third chapter of the $CSU.TO trilogy is already out. Topic: How to build a DCF for serial acquirers using ROIC and reinvestment rate as input assumptions (free to read). Both Models for CSU and spin-offs are available for download (subscribers). 🔗 Find it in my profile" [X Link](https://x.com/dcurras1/status/1976353211746546068) [@dcurras1](/creator/x/dcurras1) 2025-10-09T18:24Z XXX followers, 4372 engagements "A more fundamental approach: ROIC & Reinvestment Rate-Driven DCF. Practical guide + example with $CSU $CSU.TO Includes downloadable models for CSU and its spin-offs (Topicus and Lumine Group). 🔗 Link in thread or profile" [X Link](https://x.com/dcurras1/status/1976653416320639321) [@dcurras1](/creator/x/dcurras1) 2025-10-10T14:17Z XXX followers, 1113 engagements "When does this go from untouchable to expensive 650-675$ $AXON" [X Link](https://x.com/dcurras1/status/1977827557203755120) [@dcurras1](/creator/x/dcurras1) 2025-10-13T20:03Z XXX followers, XXX engagements "The real question for $AMZN is whether the Trainium bet pays off. If it doesnt expect continued underperformance vs $MSFT and $GOOG for the foreseeable future" [X Link](https://x.com/dcurras1/status/1978427346899124432) [@dcurras1](/creator/x/dcurras1) 2025-10-15T11:46Z XXX followers, XXX engagements "Here is the link to the Intuitive deep dive brief:" [X Link](https://x.com/dcurras1/status/1979479121433387218) [@dcurras1](/creator/x/dcurras1) 2025-10-18T09:26Z XXX followers, XX engagements "Top Thread for $ASML lovers 🙌" [X Link](https://x.com/dcurras1/status/1979822454777524373) [@dcurras1](/creator/x/dcurras1) 2025-10-19T08:10Z XXX followers, XXX engagements "$CSU $CSU.TO $TOI.V The AI has spoken" [X Link](https://x.com/dcurras1/status/1978912086580236402) [@dcurras1](/creator/x/dcurras1) 2025-10-16T19:53Z XXX followers, 4336 engagements "$ISRG That Ion system giving them extra optionality juice on top of their da Vinci monopolistic robot 👀" [X Link](https://x.com/dcurras1/status/1980734201084391925) [@dcurras1](/creator/x/dcurras1) 2025-10-21T20:33Z XXX followers, 1356 engagements "$CPRT Q425 earnings digest is out. Headline: Profitability Shines Volume Softness. My takeaway from the call: mgmt doubled down on what makes Copart unbeatable - superior auction liquidity. CEO Jeff Liaw highlighted this moat throughout the CC. 🔗 Full article in profile" [X Link](https://x.com/dcurras1/status/1963916701210382703) [@dcurras1](/creator/x/dcurras1) 2025-09-05T10:46Z XXX followers, 2248 engagements "Back to technicals aka "astrology for men". XXX CAD support zone did not hold another line of defense around the 130-132 CAD level. and this an important one: bottom of the bull channel which started in '22 👀 + Valuation starting to make a lot of sense here. $TOI.V" [X Link](https://x.com/dcurras1/status/1978834426374070731) [@dcurras1](/creator/x/dcurras1) 2025-10-16T14:44Z XXX followers, 1687 engagements "$CSU $CSU.TO + $TOI.V $LMN.V Execution execution execution. Cc: Mark Miller" [X Link](https://x.com/dcurras1/status/1978910936342630621) [@dcurras1](/creator/x/dcurras1) 2025-10-16T19:48Z XXX followers, 5729 engagements "The new piece on Intuitive is out. The Surgical Robot that Became a Monopoly. $ISRG 🔗 Find the article on thread below or in my profile" [X Link](https://x.com/dcurras1/status/1979479118996443267) [@dcurras1](/creator/x/dcurras1) 2025-10-18T09:26Z XXX followers, XXX engagements "Piece on $ISRG is out. Full article at Expanse Stocks (link in profile)" [X Link](https://x.com/dcurras1/status/1980280679150608450) [@dcurras1](/creator/x/dcurras1) 2025-10-20T14:31Z XXX followers, XXX engagements "Deep Dive Brief: How to Build a DCF for Serial Acquirers Like Constellation Software - Part #3 It includes models for both $CSU and spin-offs $TOI.V $LMN.V 🔗 Full article in the thread below" [X Link](https://x.com/dcurras1/status/1975890440546316380) [@dcurras1](/creator/x/dcurras1) 2025-10-08T11:46Z XXX followers, 3612 engagements "Intuitive Surgical Deep Dive Brief dropping this weekend. 🔹 Visionaries behind a new frontier in Health-Tech: Surgical Robotics. 🔹 A blend of moat business model and growth runway priced steeply but maybe for a reason. Heres a preview. Free to read for two weeks 😉 $ISRG" [X Link](https://x.com/dcurras1/status/1979155982677647450) [@dcurras1](/creator/x/dcurras1) 2025-10-17T12:02Z XXX followers, 3640 engagements "$GOOG Winning. As for AMZN. let's say I am more excited about their retail business" [X Link](https://x.com/dcurras1/status/1980776248642040229) [@dcurras1](/creator/x/dcurras1) 2025-10-21T23:20Z XXX followers, XXX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@dcurras1 Nikotes
Nikotes posts on X about $csu, deep dive, $csuto, $isrg the most. They currently have XXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.
Engagements: XXXXX #
- X Week XXXXXX +37%
- X Month XXXXXX +238%
- X Months XXXXXXX +35%
- X Year XXXXXXX +1,004%
Mentions: XX #
- X Week XX +42%
- X Month XX +18%
- X Months XXX -XX%
- X Year XXX +601%
Followers: XXX #
- X Week XXX +1.80%
- X Month XXX +13%
- X Months XXX +120%
- X Year XXX +48%
CreatorRank: XXXXXXXXX #
Social Influence #
Social category influence stocks XXXX% technology brands XX% finance XXX%
Social topic influence $csu #8, deep dive #837, $csuto #16, $isrg #31, $toiv #3, $lmnv #2, build a 7.5%, roic 7.5%, instead of 5%, rates X%
Top accounts mentioned or mentioned by @kairospraxis @durablecreators @investsmart94 @bg2pod @ryenotberben @mustafasuleyman @joinyellowbrick @daypriest
Top assets mentioned Intuitive Surgical, Inc. (ISRG) Amazon.com, Inc. (AMZN) Alphabet Inc Class A (GOOGL) Apple, Inc. (AAPL) Texas Instruments (TXN) McCormick & Company, Incorporated (MKC) Diageo plc (DEO) Axon Enterprise, Inc. (AXON) Microsoft Corp. (MSFT) Copart, Inc. (CPRT) Marvell Technology Inc (MRVL)
Top Social Posts #
Top posts by engagements in the last XX hours
"Great summary of Terry Smith's Annual Letter 👇 Initiated: $ATCO $TXN Sold: $DEO $MKC $AAPL"
X Link @dcurras1 2025-01-10T13:03Z XXX followers, XXX engagements
"First installment of a Constellation Software $CSU $CSU.TO trilogy is live. In this opening piece I dive into CSUs capital allocation outlook and explore whether Mark Leonard and team can sustain their high returns into the 5-10 years. 🔗 Full write-up in the thread below"
X Link @dcurras1 2025-08-21T12:57Z XXX followers, 7133 engagements
"The third (and final) chapter of the $CSU.TO $CSU trilogy is on the way. Well break down how to build a DCF for serial acquirers like CSU driven by ROIC and reinvestment rates instead of the usual revenue/margin assumptions. Also coming in October: A Deep Dive Brief on $ISRG"
X Link @dcurras1 2025-10-02T13:00Z XXX followers, 7298 engagements
"Third chapter of the $CSU.TO trilogy is already out. Topic: How to build a DCF for serial acquirers using ROIC and reinvestment rate as input assumptions (free to read). Both Models for CSU and spin-offs are available for download (subscribers). 🔗 Find it in my profile"
X Link @dcurras1 2025-10-09T18:24Z XXX followers, 4372 engagements
"A more fundamental approach: ROIC & Reinvestment Rate-Driven DCF. Practical guide + example with $CSU $CSU.TO Includes downloadable models for CSU and its spin-offs (Topicus and Lumine Group). 🔗 Link in thread or profile"
X Link @dcurras1 2025-10-10T14:17Z XXX followers, 1113 engagements
"When does this go from untouchable to expensive 650-675$ $AXON"
X Link @dcurras1 2025-10-13T20:03Z XXX followers, XXX engagements
"The real question for $AMZN is whether the Trainium bet pays off. If it doesnt expect continued underperformance vs $MSFT and $GOOG for the foreseeable future"
X Link @dcurras1 2025-10-15T11:46Z XXX followers, XXX engagements
"Here is the link to the Intuitive deep dive brief:"
X Link @dcurras1 2025-10-18T09:26Z XXX followers, XX engagements
"Top Thread for $ASML lovers 🙌"
X Link @dcurras1 2025-10-19T08:10Z XXX followers, XXX engagements
"$CSU $CSU.TO $TOI.V The AI has spoken"
X Link @dcurras1 2025-10-16T19:53Z XXX followers, 4336 engagements
"$ISRG That Ion system giving them extra optionality juice on top of their da Vinci monopolistic robot 👀"
X Link @dcurras1 2025-10-21T20:33Z XXX followers, 1356 engagements
"$CPRT Q425 earnings digest is out. Headline: Profitability Shines Volume Softness. My takeaway from the call: mgmt doubled down on what makes Copart unbeatable - superior auction liquidity. CEO Jeff Liaw highlighted this moat throughout the CC. 🔗 Full article in profile"
X Link @dcurras1 2025-09-05T10:46Z XXX followers, 2248 engagements
"Back to technicals aka "astrology for men". XXX CAD support zone did not hold another line of defense around the 130-132 CAD level. and this an important one: bottom of the bull channel which started in '22 👀 + Valuation starting to make a lot of sense here. $TOI.V"
X Link @dcurras1 2025-10-16T14:44Z XXX followers, 1687 engagements
"$CSU $CSU.TO + $TOI.V $LMN.V Execution execution execution. Cc: Mark Miller"
X Link @dcurras1 2025-10-16T19:48Z XXX followers, 5729 engagements
"The new piece on Intuitive is out. The Surgical Robot that Became a Monopoly. $ISRG 🔗 Find the article on thread below or in my profile"
X Link @dcurras1 2025-10-18T09:26Z XXX followers, XXX engagements
"Piece on $ISRG is out. Full article at Expanse Stocks (link in profile)"
X Link @dcurras1 2025-10-20T14:31Z XXX followers, XXX engagements
"Deep Dive Brief: How to Build a DCF for Serial Acquirers Like Constellation Software - Part #3 It includes models for both $CSU and spin-offs $TOI.V $LMN.V 🔗 Full article in the thread below"
X Link @dcurras1 2025-10-08T11:46Z XXX followers, 3612 engagements
"Intuitive Surgical Deep Dive Brief dropping this weekend. 🔹 Visionaries behind a new frontier in Health-Tech: Surgical Robotics. 🔹 A blend of moat business model and growth runway priced steeply but maybe for a reason. Heres a preview. Free to read for two weeks 😉 $ISRG"
X Link @dcurras1 2025-10-17T12:02Z XXX followers, 3640 engagements
"$GOOG Winning. As for AMZN. let's say I am more excited about their retail business"
X Link @dcurras1 2025-10-21T23:20Z XXX followers, XXX engagements