# ![@fpcapital_ Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1713175911774777344.png) @fpcapital_ firstprinciplescapital

firstprinciplescapital posts on X about $tzoo, business, target, $tbbb the most. They currently have [---] followers and [--] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1713175911774777344/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1713175911774777344/c:line/m:interactions.svg)

- [--] Week [-------] -92%
- [--] Month [---------] +65,103%
- [--] Year [----------] +11,695,944%

### Mentions: [--] [#](/creator/twitter::1713175911774777344/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1713175911774777344/c:line/m:posts_active.svg)

- [--] Week [--] +68%
- [--] Month [--] +213%
- [--] Year [--] +3,250%

### Followers: [---] [#](/creator/twitter::1713175911774777344/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1713175911774777344/c:line/m:followers.svg)

- [--] Week [---] +5.10%
- [--] Month [---] +5.10%
- [--] Year [---] -43%

### CreatorRank: [---------] [#](/creator/twitter::1713175911774777344/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1713175911774777344/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  18.18% [stocks](/list/stocks)  12.12% [technology brands](/list/technology-brands)  3.03% [cryptocurrencies](/list/cryptocurrencies)  1.52% [social networks](/list/social-networks)  1.52%

**Social topic influence**
[$tzoo](/topic/$tzoo) #3, [business](/topic/business) 9.09%, [target](/topic/target) 7.58%, [$tbbb](/topic/$tbbb) #2, [investment](/topic/investment) 4.55%, [$grab](/topic/$grab) 4.55%, [accounting](/topic/accounting) 4.55%, [growth](/topic/growth) 4.55%, [$melebr](/topic/$melebr) 3.03%, [$spsnsw](/topic/$spsnsw) 3.03%

**Top accounts mentioned or mentioned by**
[@joinyellowbrick](/creator/undefined) [@fpcapital](/creator/undefined) [@grok](/creator/undefined) [@luxopesresearch](/creator/undefined) [@clarksquarecap](/creator/undefined) [@jasonjh1319](/creator/undefined) [@tedhzhang](/creator/undefined) [@boujeebanker](/creator/undefined) [@svleeuwen](/creator/undefined) [@mikelongterm](/creator/undefined) [@ayzyzyz](/creator/undefined) [@man26uel](/creator/undefined) [@specialsitsnews](/creator/undefined) [@sebkrog](/creator/undefined) [@tricklemicrocap](/creator/undefined) [@investormexican](/creator/undefined) [@stockoholics](/creator/undefined) [@alphatalon2025](/creator/undefined) [@snikhs2](/creator/undefined) [@forallcurious](/creator/undefined)

**Top assets mentioned**
[BBB Foods Inc. (TBBB)](/topic/$tbbb) [Grab Holdings Limited Class A Ordinary Shares (GRAB)](/topic/$grab) [Arm Holdings plc (ARM)](/topic/$arm) [The Magnum Ice Cream Company N.V. (MICC)](/topic/$micc) [Skrumble (SKM)](/topic/$skm) [Procter & Gamble (PG)](/topic/$pg) [United Parcel Service, Inc. (UPS)](/topic/$ups) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Bitcoin (BTC)](/topic/bitcoin) [Bitcoin Gold (BTG)](/topic/$btg) [Coupon Assets (CA)](/topic/$ca) [Olin Corp. (OLN)](/topic/$oln) [LyondellBasell Industries NV (LYB)](/topic/$lyb) [Teva Pharmaceutical Industries Limited American Depositary Shares (TEVA)](/topic/$teva) [Centene Corp (CNC)](/topic/$cnc) [Loar Holdings Inc (LOAR)](/topic/$loar) [TransDigm Group, Inc. (TDG)](/topic/$tdg) [Altria Group Inc (MO)](/topic/$mo) [Clarivate Plc (CLVT)](/topic/$clvt)
### Top Social Posts
Top posts by engagements in the last [--] hours

"You can read the full report here : $TBBB Let me know what you think. https://firstprinciplescapital.substack.com/p/bbb-foods-inc Added [--] new stock write-ups to the site (pt 1): @LuxOpesResearch (updates) - $MELE.BR $SPSN.SW $MT.AS $SHL.DE $CARL-B.CO $IFX.DE $SCR.PA $NOVN.SW $TNIE.DE $ARM $MICC $OMV.DE $NOVO-B.CO @ayz_yzyz - $4626.T @fpcapital_ - $TBBB @man26uel - $SKM https://t.co/1SxJF6xFZJ https://firstprinciplescapital.substack.com/p/bbb-foods-inc Added [--] new stock write-ups to the site (pt 1): @LuxOpesResearch (updates) - $MELE.BR $SPSN.SW $MT.AS $SHL.DE $CARL-B.CO $IFX.DE $SCR.PA"  
[X Link](https://x.com/fpcapital_/status/2020951220689698833)  2026-02-09T20:01Z [---] followers, [---] engagements


"@SpecialSitsNews @grok why Whats going on"  
[X Link](https://x.com/fpcapital_/status/2020989343918391322)  2026-02-09T22:33Z [---] followers, [---] engagements


"@ClarkSquareCap Investment idea for a long holding period $TBBB https://x.com/fpcapital_/status/2019393975874990110s=46&t=eZmG-gadOJcPO1yzf7toww Thread 🧵 BBB Foods Inc - long thesis ($100 price target) 1/N https://t.co/Z89QdFJRET https://x.com/fpcapital_/status/2019393975874990110s=46&t=eZmG-gadOJcPO1yzf7toww Thread 🧵 BBB Foods Inc - long thesis ($100 price target) 1/N https://t.co/Z89QdFJRET"  
[X Link](https://x.com/fpcapital_/status/2021225956422066337)  2026-02-10T14:13Z [---] followers, [---] engagements


"Travelzoo ($TZOO) and why the market may be mispricing it: It is not a broken travel business. Its an asset-light media + marketplace platform transitioning to a subscription model. The stock is priced as if the business is structurally impaired. Thats the mistake. 1/N"  
[X Link](https://x.com/anyuser/status/2007990356994908627)  2026-01-05T01:39Z [---] followers, [----] engagements


"Looks like $TZOO membership is going well. @SebKrog They increased the price already https://t.co/Hm8077ulb2 @SebKrog They increased the price already https://t.co/Hm8077ulb2"  
[X Link](https://x.com/fpcapital_/status/2016246837523501326)  2026-01-27T20:28Z [---] followers, [---] engagements


"Thread 🧵 BBB Foods Inc - long thesis ($100 price target) 1/N https://firstprinciplescapital.substack.com/p/bbb-foods-inc https://firstprinciplescapital.substack.com/p/bbb-foods-inc"  
[X Link](https://x.com/anyuser/status/2019393975874990110)  2026-02-05T12:53Z [---] followers, [---] engagements


"What's being missed is not growth - it's capital recycling. Each mature store increases the system's ability to self-fund the next one. That flywheel compounds quietly. 9/N"  
[X Link](https://x.com/anyuser/status/2019393988965593158)  2026-02-05T12:53Z [---] followers, [--] engagements


"In Conclusion: BBB's edge isn't innovation or cleverness. It's a small set of disciplined choices that reinforce each other. Those are easy to overlook but difficult to replicate. 10/N"  
[X Link](https://x.com/anyuser/status/2019393990471360567)  2026-02-05T12:53Z [---] followers, [--] engagements


"$TBBB Thread 🧵 BBB Foods Inc - long thesis ($100 price target) 1/N https://t.co/Z89QdFJRET Thread 🧵 BBB Foods Inc - long thesis ($100 price target) 1/N https://t.co/Z89QdFJRET"  
[X Link](https://x.com/anyuser/status/2019468535337030114)  2026-02-05T17:49Z [---] followers, [---] engagements


"Thanks @joinyellowbrick https://firstprinciplescapital.substack.com/p/travelzoo I added [--] new stock write-ups to the site (pt final): @TrickleMicrocap - $CATX (decreased price target) @fpcapital_ - $TZOO @InvestorMexican - $HYDTF $TTZ.V $GSI.V @stockoholics - $PG @AlphaTalon2025 - $UPS (overview) @snikhs2 - $PLTR (earnings) fund letters and more. https://t.co/kjvSbIsPxx https://firstprinciplescapital.substack.com/p/travelzoo I added [--] new stock write-ups to the site (pt final): @TrickleMicrocap - $CATX (decreased price target) @fpcapital_ - $TZOO @InvestorMexican - $HYDTF $TTZ.V $GSI.V"  
[X Link](https://x.com/anyuser/status/2019510074058608876)  2026-02-05T20:34Z [---] followers, [--] engagements


"RT @forallcurious: BREAKING🚨: We are half way there guys. and remember no billionaire helped . the people did this Donate here: h"  
[X Link](https://x.com/anyuser/status/2019511074245210135)  2026-02-05T20:38Z [---] followers, 30.5K engagements


"@ClarkSquareCap Trade idea $TZOO https://x.com/fpcapital_/status/2007990356994908627s=46&t=eZmG-gadOJcPO1yzf7toww Travelzoo ($TZOO) and why the market may be mispricing it: It is not a broken travel business. Its an asset-light media + marketplace platform transitioning to a subscription model. The stock is priced as if the business is structurally impaired. Thats the mistake. 1/N https://x.com/fpcapital_/status/2007990356994908627s=46&t=eZmG-gadOJcPO1yzf7toww Travelzoo ($TZOO) and why the market may be mispricing it: It is not a broken travel business. Its an asset-light media + marketplace"  
[X Link](https://x.com/fpcapital_/status/2021225677937115276)  2026-02-10T14:12Z [---] followers, [---] engagements


"Do I really want to spend $300000 for this haircut Warren Buffett. Everything is 20/20 in hindsight. His stake would be worth much more if he had stuck with Meta shares. But that's not how life works and I don't even know why people talk about it. BILLIONAIRE CHAMATH PALIHAPITIYA JUST REVEALED HOW A SMALL PIECE OF LAND COST HIM $1000000000 BECAUSE HE PAID IN BITCOIN NEVER SELL YOUR BITCOIN https://t.co/KQU6pnBHau BILLIONAIRE CHAMATH PALIHAPITIYA JUST REVEALED HOW A SMALL PIECE OF LAND COST HIM $1000000000 BECAUSE HE PAID IN BITCOIN NEVER SELL YOUR BITCOIN https://t.co/KQU6pnBHau"  
[X Link](https://x.com/fpcapital_/status/2021323584992346537)  2026-02-10T20:41Z [---] followers, [--] engagements


"The market hasn't fully internalized how it compounds. Most retailers require scale before economics improve. BBB is designed so that economics work at small scale - a store can be profitable serving [-----] people. This expands the universe of viable locations. 5/N"  
[X Link](https://x.com/fpcapital_/status/2019393982615408694)  2026-02-05T12:53Z [--] followers, [--] engagements


"Because stores are small and standardized capital intensity is low. Low CAPEX + fast payback growth funded internally less dependence on capital markets. This is not how most retail models behave. 6/N"  
[X Link](https://x.com/fpcapital_/status/2019393984196669943)  2026-02-05T12:53Z [--] followers, [--] engagements


"@JasonJh1319 How do you differentiate if this something sustainable vs initial hype"  
[X Link](https://x.com/fpcapital_/status/2019760033869840527)  2026-02-06T13:08Z [---] followers, [----] engagements


"RT @joinyellowbrick: Some stocks we need full write-ups for on Yellowbrick: B2Gold Corp $BTG - large cap gold miner Northrim Bancorp $NRI"  
[X Link](https://x.com/fpcapital_/status/2020590105648627845)  2026-02-08T20:06Z [---] followers, [--] engagements


"RT @joinyellowbrick: Added [--] new stock write-ups to the site (pt 1): @LuxOpesResearch (updates) - $MELE.BR $SPSN.SW $MT.AS $SHL.DE $CA"  
[X Link](https://x.com/anyuser/status/2020950948722376938)  2026-02-09T20:00Z [---] followers, [--] engagements


"()     () 🧵 Full report: https://firstprinciplescapital.substack.com/p/grab-holdings-ltd https://firstprinciplescapital.substack.com/p/grab-holdings-ltd"  
[X Link](https://x.com/fpcapital_/status/2017304225416351849)  2026-01-30T18:29Z [---] followers, [---] engagements


"$GRAB https://firstprinciplescapital.substack.com/p/grab-holdings-ltd Added [--] new stock write-ups to the site (pt 2): @pennyondollar (updates) - $OLN $LYB @dirtcheapbanks - $OXBC @fpcapital_ - $GRAB (overview) @ditlevfriis - $TEVA (update) @Lil__Oaty - $SPCB @Petty__Cash - $HITI.V (earnings) @UnlearningCFA - $CNC @Atrium_Mining - $DRX.TO https://t.co/H8MzWhWCgO https://firstprinciplescapital.substack.com/p/grab-holdings-ltd Added [--] new stock write-ups to the site (pt 2): @pennyondollar (updates) - $OLN $LYB @dirtcheapbanks - $OXBC @fpcapital_ - $GRAB (overview) @ditlevfriis - $TEVA (update)"  
[X Link](https://x.com/fpcapital_/status/2019179635536208168)  2026-02-04T22:41Z [---] followers, [---] engagements


"@joinyellowbrick fyi. Thanks"  
[X Link](https://x.com/fpcapital_/status/2019394072645898295)  2026-02-05T12:54Z [---] followers, [--] engagements


"@joinyellowbrick can this be added Thanks"  
[X Link](https://x.com/fpcapital_/status/2019801802648981534)  2026-02-06T15:54Z [---] followers, [--] engagements


"$LOAR is still up 100% since IPO price with the average price target $95 Former TransDigm executive on differences in $tdg vs $loar https://t.co/XTqzGaf7fB Former TransDigm executive on differences in $tdg vs $loar https://t.co/XTqzGaf7fB"  
[X Link](https://x.com/fpcapital_/status/2020637852376412561)  2026-02-08T23:16Z [---] followers, [--] engagements


"RT @TedHZhang: Here is a YouTube playlist I created of [--] long-form Stanley Druckenmiller interviews Ive found. Ive seen most of them and"  
[X Link](https://x.com/fpcapital_/status/2020934864271544493)  2026-02-09T18:56Z [---] followers, [---] engagements


"@CuiBonoCapital Ya. to be honest it all depends on investors personality and their style"  
[X Link](https://x.com/fpcapital_/status/2021264379103088859)  2026-02-10T16:45Z [---] followers, [---] engagements


"RT @TedHZhang: .@Citrini7 note from awhile ago. Now lets see how the future unfolds. Something that has been a relative comfort in being"  
[X Link](https://x.com/fpcapital_/status/2021312402734657706)  2026-02-10T19:56Z [---] followers, [--] engagements


"@CarioCapital You can read about it here and I will write about the earnings tomorrow. The growth story is not out there https://firstprinciplescapital.substack.com/p/grab-holdings-ltd https://firstprinciplescapital.substack.com/p/grab-holdings-ltd"  
[X Link](https://x.com/fpcapital_/status/2021788335417475428)  2026-02-12T03:27Z [---] followers, [---] engagements


"@DividendJames @DividendDynasty Why you dont like $MO"  
[X Link](https://x.com/random_offl/status/1735800381702111658)  2023-12-15T23:13Z [--] followers, [--] engagements


"@kholov23 Happy birthday 🎉🎈🎊🎂🎁"  
[X Link](https://x.com/random_offl/status/1791222468369092941)  2024-05-16T21:41Z [--] followers, [--] engagements


"@gurgavin $CLVT or/& $REVG"  
[X Link](https://x.com/random_offl/status/1837286336870453717)  2024-09-21T00:22Z [--] followers, [--] engagements


"@boujee_banker - EPS looks artificially low because they expense customer acquisition costs upfront but recognize the $40 revenue over time. - To stay profitable CAC must remain below $58 theyre confident it will still testing different channels"  
[X Link](https://x.com/random_offl/status/1985176629337801120)  2025-11-03T02:46Z [--] followers, [--] engagements


"@Ersin0X @grok whats the update on this"  
[X Link](https://x.com/random_offl/status/1987696190826193329)  2025-11-10T01:37Z [--] followers, [--] engagements


"@grok @aruni_t What is special about this that needs to written"  
[X Link](https://x.com/random_offl/status/1988614904748597440)  2025-11-12T14:28Z [--] followers, [--] engagements


"@MikeFritzell What is your best recommendation Apart from yours"  
[X Link](https://x.com/random_offl/status/1993147421359005969)  2025-11-25T02:39Z [--] followers, [---] engagements


"Why subscription matters: Paid members = high-intent users High-intent users = - Higher engagement - Better conversion - More valuable demand for advertisers This is demand-side monetization additional revenue stream. 3/N"  
[X Link](https://x.com/fpcapital_/status/2007990360338006316)  2026-01-05T01:39Z [--] followers, [---] engagements


"The problem: Accounting makes the transition look ugly. - Subscription revenue :- recognized over time - Customer acquisition costs :- expensed immediately Result: Near-term margin compression Misleading financial optics 4/N"  
[X Link](https://x.com/fpcapital_/status/2007990362019901813)  2026-01-05T01:39Z [--] followers, [---] engagements


"Subscription doesnt replace the old model - it enhances it. - Better members - better advertisers - Better advertisers - higher pricing power - More recurring revenue - higher quality cash flows This is operating leverage on the right side of the platform. 8/N"  
[X Link](https://x.com/fpcapital_/status/2007990369095692590)  2026-01-05T01:39Z [--] followers, [---] engagements


"Valuation is where it gets interesting. At current prices my conservative DCF implies the market is valuing Travelzoo as if it has: - No durable growth - No subscription upside - Declining business quality Effectively: negative terminal growth Thats extreme. 9/N"  
[X Link](https://x.com/fpcapital_/status/2007990371096412638)  2026-01-05T01:39Z [--] followers, [---] engagements


"Catalysts investors should watch: - Margin normalization as accounting effects fade - First major paid renewal cycle real subscriber data - Improved disclosure on retention & engagement - Multiple expansion as recurring revenue becomes visible 10/N"  
[X Link](https://x.com/fpcapital_/status/2007990373847847178)  2026-01-05T01:39Z [--] followers, [---] engagements


"@SV_Leeuwen Agreed with everything but I don't think the idea that they're spending $2 to make $1. That's not the case. CAC LTV and the LTV is being just one year. membership revenue breakdown excluding JFC"  
[X Link](https://x.com/fpcapital_/status/2008154438897377568)  2026-01-05T12:31Z [--] followers, [--] engagements


"for the high insider ownership here is my view: Insiders own a large stake in the company (approximately 34.7% as of September [--] 2025) which aligns incentives but also limits independent oversight. This has shown up in several related-party transactions tied to the founders side projects. Travelzoo has completed multiple acquisitions but none have materially improved the business. Travelzoo APAC (2015) and Travelzoo META (2022) were founder-related while the [----] acquisition of Jacks Flight Club added limited revenue and was later impaired by $2.9 million. At best Jacks provided early"  
[X Link](https://x.com/fpcapital_/status/2008154552055263730)  2026-01-05T12:32Z [--] followers, [--] engagements


"@SV_Leeuwen yes. They get paid within the Q itself. This is from 2025-Q3 (Slide and Transcript)"  
[X Link](https://x.com/fpcapital_/status/2008168131970134507)  2026-01-05T13:26Z [--] followers, [--] engagements


"@joinyellowbrick probably because people keep trying to be someone else and forget their true nature. What Steve Cohen said: h/t @kevg1412"  
[X Link](https://x.com/fpcapital_/status/2010160364554727733)  2026-01-11T01:22Z [--] followers, [--] engagements


"@PythiaR @BillAckman Whats the point of Bill having billions"  
[X Link](https://x.com/fpcapital_/status/2010552149827014749)  2026-01-12T03:19Z [--] followers, [----] engagements


"Stalwarts: Large established companies that grow moderately and steadily. won't double quickly but solid gain over time. 3/N"  
[X Link](https://x.com/fpcapital_/status/2011248124132721043)  2026-01-14T01:24Z [--] followers, [--] engagements


"Fast Growers: these are small aggressive companies expanding quickly. they can rise multiple times in value as long as high growth continues. 4/N"  
[X Link](https://x.com/fpcapital_/status/2011248125542121721)  2026-01-14T01:24Z [--] followers, [--] engagements


"@tierrapartners but there is no 13f"  
[X Link](https://x.com/fpcapital_/status/2011433717852717412)  2026-01-14T13:42Z [--] followers, [----] engagements


"@ToffCap @MohnishPabrai Can you share the letter Raj Rajaratnam was an early investor and owned 10% at some point"  
[X Link](https://x.com/fpcapital_/status/2011456661983285299)  2026-01-14T15:13Z [--] followers, [---] engagements


"The Most Important Takeaway from the @MicroCapClub Podcast with @AswathDamodaran Investing requires faith - and a willingness to be wrong. Not faith in being right but faith in your ability to follow through when things get uncomfortable. Most investors who value companies dont act on their work. They either dont trust their valuation or dont trust the market to ever recognize it. Without faith valuation becomes an after-the-fact explanation. Faith isnt learned from books or podcasts. Its built by looking inward - by confronting the discomfort that comes with owning unpopular losing or"  
[X Link](https://x.com/fpcapital_/status/2011569725479010784)  2026-01-14T22:42Z [--] followers, [---] engagements


"@thexcapitalist 0.5x2050 earnings"  
[X Link](https://x.com/fpcapital_/status/2012669211441532939)  2026-01-17T23:31Z [--] followers, [--] engagements


"@HighyieldHarry I read $GRAB [----] words deep dive but I didnt learn anything from it 😂"  
[X Link](https://x.com/fpcapital_/status/2013062814592610493)  2026-01-19T01:35Z [--] followers, [---] engagements


"@MikeLongTerm How would it grow at 30% Where is the growth come from"  
[X Link](https://x.com/fpcapital_/status/2013095379760251114)  2026-01-19T03:45Z [--] followers, [---] engagements


"@MikeLongTerm finally had a chance to review their financial where does the growth come from"  
[X Link](https://x.com/fpcapital_/status/2015594872221094226)  2026-01-26T01:17Z [--] followers, [--] engagements


"@GabGrowth That would have been reflected in incentives wouldn't it my understanding of the affordability offer is that they could reduce the incentives they provide. customer & artner incentives has not improved (SS#2). just trying to understand the business more"  
[X Link](https://x.com/fpcapital_/status/2016475413417984141)  2026-01-28T11:36Z [--] followers, [--] engagements


"1/ There is no clear catalyst to justify a short but also no compelling reason to buy at current levels. This is a stock to keep on a watchlist either for further work or for a price that offers a clear margin of safety. Grab is founder-led and well-managed and has recently turned free-cash-flow positive through better efficiency and product improvements. These positives are already reflected in the stock price leaving the company fairly valued if not expensive relative to peers"  
[X Link](https://x.com/fpcapital_/status/2017304228646052223)  2026-01-30T18:29Z [--] followers, [--] engagements


"2/Profitability has improved but the driver matters: gains are largely from cost cuts and operational efficiency rather than stronger core economics or pricing power. Stock-based compensation fell sharply from 28.8% of revenue in [----] to 6.3% in the most recent quarter accounting for a meaningful share of margin expansion. R&D intensity has also declined with R&D as a percentage of revenue falling from 17.8% in [----] to 11.8% by Q3 [----] supporting near-term profitability. https://twitter.com/i/web/status/2017304232009826610 https://twitter.com/i/web/status/2017304232009826610"  
[X Link](https://x.com/fpcapital_/status/2017304232009826610)  2026-01-30T18:29Z [--] followers, [--] engagements


"4/Headline growth is strong: MTUs grew 14% YoY transaction volume increased 27% YoY and GMV per MTU rose to [---] despite lower prices. However the durability of this growth is unclear as it is driven by multiple overlapping levers including viral features promotions and a growing set of adjacent offerings such as subscriptions grocery dine-out group orders Saver options and loyalty programs. This raises the question of how much growth is truly product-led and at what point the expanding set of offerings begins to dilute focus rather than drive sustainable momentum"  
[X Link](https://x.com/fpcapital_/status/2017304238565528003)  2026-01-30T18:29Z [--] followers, [--] engagements


"5/A meaningful share of growth has come from geographic expansion but further expansion is likely to be more costly. Infrastructure across Southeast Asia remains weak and traffic congestion severe raising the cost of deeper penetration. Management is now focused on monetizing existing users by increasing wallet share and execution has been solid so far but the durability of this phase - and how future geographic expansion will play out - remains uncertain. https://twitter.com/i/web/status/2017304241933586524 https://twitter.com/i/web/status/2017304241933586524"  
[X Link](https://x.com/fpcapital_/status/2017304241933586524)  2026-01-30T18:29Z [--] followers, [--] engagements


"6/ Conclusion : the core bullish thesis hinges on scaling advertising and financial services particularly lending which carry higher margins than mobility or food delivery. For now the business resembles a Red Queen dynamic - requiring continued investment and innovation just to maintain its position. https://twitter.com/i/web/status/2017304244248809866 https://twitter.com/i/web/status/2017304244248809866"  
[X Link](https://x.com/fpcapital_/status/2017304244248809866)  2026-01-30T18:29Z [--] followers, [--] engagements


"@david_katunaric 😐"  
[X Link](https://x.com/fpcapital_/status/2017304819690565823)  2026-01-30T18:32Z [--] followers, [---] engagements


"@TradeSignalHQ https://firstprinciplescapital.substack.com/p/grab-holdings-ltd https://firstprinciplescapital.substack.com/p/grab-holdings-ltd"  
[X Link](https://x.com/fpcapital_/status/2017317787526475860)  2026-01-30T19:23Z [--] followers, [--] engagements


"The problem with $GRAB is that it offers too many services & features making it hard to tell what is actually driving growth. It's like a supermarket adding more SKUs to boost sales - over time underperforming SKUs weigh on operations & become a drag rather than a driver. https://firstprinciplescapital.substack.com/p/grab-holdings-ltd ()     () 🧵 Full report: https://t.co/Etqhr3wes2 https://firstprinciplescapital.substack.com/p/grab-holdings-ltd ()     () 🧵 Full report: https://t.co/Etqhr3wes2"  
[X Link](https://x.com/fpcapital_/status/2017731050982560088)  2026-01-31T22:45Z [--] followers, [---] engagements


"@BourbonCap $TZOO good risk to reward will go more than 100% from the current price"  
[X Link](https://x.com/fpcapital_/status/2005771088760901983)  2025-12-29T22:41Z [---] followers, [----] engagements


"Conclusion: - more than 10% gain from here even with the conservative assumptions. N/N"  
[X Link](https://x.com/fpcapital_/status/2007990377782095962)  2026-01-05T01:39Z [---] followers, [---] engagements


"@boujee_banker @realLigerCub would love to get your toughts"  
[X Link](https://x.com/fpcapital_/status/2007991241502564557)  2026-01-05T01:43Z [---] followers, [---] engagements


"@joinyellowbrick @NateValuetw @SJCapitalInvest @sigmazerocap @KrantzIsak $TZOO should be great than 100% upside :)"  
[X Link](https://x.com/fpcapital_/status/2008990468751942032)  2026-01-07T19:53Z [---] 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