# ![@macaronicapital Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1151947804614516736.png) @macaronicapital Mac

Uber has been making significant strides in autonomous driving, with its CEO stating that all cars will be autonomous in 20+ years and the company partnering with Lucid Group and Nuro to launch robotaxis in San Francisco. Additionally, Uber has been expanding its services, including a nationwide partnership with Aldi and a prescription delivery service in Canada with Script Runner. The company is also investing in technology centers, including a $200m investment in Turkey over [--] years.

### Engagements: [-----] [#](/creator/twitter::1151947804614516736/interactions)
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- [--] Week [---------] +39,208%
- [--] Month [---------] +8,323%
- [--] Months [---------] +1,992%
- [--] Year [----------] +9,117%

### Mentions: [--] [#](/creator/twitter::1151947804614516736/posts_active)
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- [--] Month [---] -28%
- [--] Months [---] +29%
- [--] Year [-----] +478%

### Followers: [-----] [#](/creator/twitter::1151947804614516736/followers)
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- [--] Week [-----] +0.09%
- [--] Month [-----] +1%
- [--] Months [-----] +25%
- [--] Year [-----] +304%

### CreatorRank: [-------] [#](/creator/twitter::1151947804614516736/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1151947804614516736/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  91% [technology brands](/list/technology-brands)  64% [finance](/list/finance)  13% [cryptocurrencies](/list/cryptocurrencies)  4% [social networks](/list/social-networks)  4% [automotive brands](/list/automotive-brands)  3% [travel destinations](/list/travel-destinations)  3% [countries](/list/countries)  3%

**Social topic influence**
[$uber](/topic/$uber) #307, [$afrm](/topic/$afrm) #49, [$goog](/topic/$goog) 15%, [business](/topic/business) 9%, [$googl](/topic/$googl) 8%, [target](/topic/target) 7%, [in the](/topic/in-the) 6%, [ai](/topic/ai) 6%, [$lcid](/topic/$lcid) 5%, [food](/topic/food) 5%

**Top accounts mentioned or mentioned by**
[@uber](/creator/undefined) [@nuro](/creator/undefined) [@kobeissiletter](/creator/undefined) [@dissectmarkets](/creator/undefined) [@lucid](/creator/undefined) [@uberfreight](/creator/undefined) [@balajikm](/creator/undefined) [@wisemancap](/creator/undefined) [@omooretweets](/creator/undefined) [@creatinecycle](/creator/undefined) [@rtadubai](/creator/undefined) [@chrisjbakke](/creator/undefined) [@joecarlsonshow](/creator/undefined) [@sixsigmacapital](/creator/undefined) [@unusualwhales](/creator/undefined) [@dkhos](/creator/undefined) [@sama](/creator/undefined) [@qualityinvest5](/creator/undefined) [@dming](/creator/undefined) [@theallinpod](/creator/undefined)

**Top assets mentioned**
[Uber Technologies, Inc. (UBER)](/topic/$uber) [Affirm Holdings, Inc. (AFRM)](/topic/$afrm) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Lucid Group Inc (LCID)](/topic/$lcid) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Snap, Inc. (SNAP)](/topic/$snap) [Duolingo, Inc.  (DUOL)](/topic/$duol) [Metadium (META)](/topic/$meta) [Intel Corporation (INTC)](/topic/$intc) [DisChain (DIS)](/topic/$dis) [Chipotle Mexican Grill, Inc. (CMG)](/topic/$cmg) [Morgan Stanley (MS)](/topic/morgan-stanley) [WeRide Inc. (WRD)](/topic/$wrd) [monday.com Ltd. (MNDY)](/topic/$mndy) [Unity Software Inc. (U)](/topic/$u) [Tesla, Inc. (TSLA)](/topic/$tsla) [Lyft, Inc. Class A Common Stock (LYFT)](/topic/$lyft) [Asana, Inc. (ASAN)](/topic/$asan) [Fiserv, Inc. (FI)](/topic/$fi) [Fiserv Inc (FISV)](/topic/$fisv) [Airbnb, Inc. (ABNB)](/topic/$abnb) [Expedia Group Inc (EXPE)](/topic/$expe) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Amgen, Inc. (AMGN)](/topic/$amgn) [Take-Two Interactive Software, Inc. (TTWO)](/topic/$ttwo) [NXP Semiconductors NV (NXPI)](/topic/$nxpi) [QUALCOMM, Inc. (QCOM)](/topic/$qcom) [Pfizer, Inc. (PFE)](/topic/$pfe) [PepsiCo, Inc. (PEP)](/topic/$pep) [Strategy (MSTR)](/topic/$mstr) [Copiosa Coin (COP2)](/topic/$cop) [Tyson Foods, Inc. (TSN)](/topic/$tsn) [Advanced Micro Devices (AMD)](/topic/$amd) [Merck & Co., Inc. (MRK)](/topic/$mrk) [Electronic Arts Inc. (EA)](/topic/$ea) [Philip Morris International Inc. (PM)](/topic/$pm) [AbbVie Inc (ABBV)](/topic/$abbv) [Arm Holdings plc (ARM)](/topic/$arm) [Fortinet Inc (FTNT)](/topic/$ftnt) [Reddit, Inc.  (RDDT)](/topic/$rddt) [Under Armour Inc Class A (UAA)](/topic/$uaa) [Eli Lilly and Company (LLY)](/topic/$lly) [Roblox Corp. (RBLX)](/topic/$rblx) [Biogen Inc (BIIB)](/topic/$biib) [The Official [--] coin (76)](/topic/$76) [Intuit Inc. (INTU)](/topic/$intu)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Amazon drone delivery coming to south suburbs. South suburban residents will soon have the option to get Amazon packages from the e-commerce giant delivered by drone the Chicago-area debut of the company's growing automated delivery service. $AMZN"  
[X Link](https://x.com/macaronicapital/status/2021584218636104107)  2026-02-11T13:56Z [----] followers, [---] engagements


"what happened to $ASAN"  
[X Link](https://x.com/macaronicapital/status/2008266250271744326)  2026-01-05T19:56Z [----] followers, [---] engagements


"Fiserv Affirm collaborate on pay-over-time for debit card programs. Fiserv and Affirm Holdings teamed up to bring pay-over-time capabilities to debit card programs for financial institutions. The move allows thousands of Fiserv U.S. bank and credit union clients to offer flexible payment options without needing to create new lending products. $FISV $AFRM https://twitter.com/i/web/status/2016357251489898505 https://twitter.com/i/web/status/2016357251489898505"  
[X Link](https://x.com/macaronicapital/status/2016357251489898505)  2026-01-28T03:46Z [----] followers, [---] engagements


"Can we please have a CEO change at $ABNB"  
[X Link](https://x.com/macaronicapital/status/2017057296216371695)  2026-01-30T02:08Z [----] followers, [---] engagements


"All $EXPE entities getting $AFRM as a BNPL alternative"  
[X Link](https://x.com/macaronicapital/status/2017628940337086683)  2026-01-31T15:59Z [----] followers, [---] engagements


"Earnings 2/2-2/6: Monday: $DIS $PLTR $NXPI $TSN Tuesday: $AMD $PYPL $PFE $MRK $PEP $AMGN $CMG $EA $TTWO Wednesday: $GOOG $ABBV $QCOM $UBER $SNAP $LLY $ARM Thursday: $AMZN $RBLX $FTNT $MSTR $COP $AFRM $RDDT Friday: $PM $CGC $BIIB $UAA Big week. https://twitter.com/i/web/status/2018105852411150821 https://twitter.com/i/web/status/2018105852411150821"  
[X Link](https://x.com/macaronicapital/status/2018105852411150821)  2026-02-01T23:35Z [----] followers, [---] engagements


"The power of scale at $GOOG The average person on earth is watching [--] YouTube shorts every single day. *YOUTUBE SHORTS AVERAGE [---] BILLION DAILY VIEWS The average person on earth is watching [--] YouTube shorts every single day. *YOUTUBE SHORTS AVERAGE [---] BILLION DAILY VIEWS"  
[X Link](https://x.com/macaronicapital/status/2019262457169211705)  2026-02-05T04:11Z [----] followers, [---] engagements


"How can you do buybacks with debt and STILL insane SBC $SNAP is a piggy bank for Evan and friends Platform numbers look good but financial numbers look unhealthy No position still. Would like to believe in the turn around story"  
[X Link](https://x.com/macaronicapital/status/2019394081106149883)  2026-02-05T12:54Z [----] followers, [---] engagements


"$Uber is a network Waymo is a car manufacturer. Comparison is inaccurate imo. That being said Uber x lucid x nuro cars are coming to SF in late [----]. Wonder how your experience and preference is changed. Waymo is the first AV but there will be many more to enter the same market. If everyone is safe whats the differentiation You either go price or you go experience and uber will have those offerings on their network. https://twitter.com/i/web/status/2019433187772956746 https://twitter.com/i/web/status/2019433187772956746"  
[X Link](https://x.com/macaronicapital/status/2019433187772956746)  2026-02-05T15:29Z [----] followers, [--] engagements


"William Blair reiterates Outperform rating on Affirm stock ahead of earnings $AFRM"  
[X Link](https://x.com/macaronicapital/status/2019499733228597577)  2026-02-05T19:53Z [----] followers, [---] engagements


"$UBER $LCID @nuro AV coming to SF in late [----] An @Uber @nuro @lucid Robo-taxi testing in the cul-de-sac https://t.co/T5clmCQYTS An @Uber @nuro @lucid Robo-taxi testing in the cul-de-sac https://t.co/T5clmCQYTS"  
[X Link](https://x.com/macaronicapital/status/2019792898238148922)  2026-02-06T15:18Z [----] followers, [----] engagements


"Interesting take. I was thinking the opposite. They hold vast customer data and with that data they have the optionality to start building apps for customers that are hyper personalized for that business to achieve business outcomes. Apart from hyper scalers snow and databricks are the only other legitimate option to store and activate your data for modern use cases https://twitter.com/i/web/status/2021237363918160061 https://twitter.com/i/web/status/2021237363918160061"  
[X Link](https://x.com/macaronicapital/status/2021237363918160061)  2026-02-10T14:58Z [----] followers, [---] engagements


"$UBER $LCID Fleet update Our robotaxi engineering fleet is growing quickly as we expand autonomous testing on public roads in the California Bay Area. Every mile helps validate the safe integration of our self-driving technology with the Lucid Gravity ahead of launch. Driven by @nuro. https://t.co/DXYJqEM17s Fleet update Our robotaxi engineering fleet is growing quickly as we expand autonomous testing on public roads in the California Bay Area. Every mile helps validate the safe integration of our self-driving technology with the Lucid Gravity ahead of launch. Driven by @nuro."  
[X Link](https://x.com/macaronicapital/status/2022308444124951014)  2026-02-13T13:54Z [----] followers, [----] engagements


"Bought more $AFRM"  
[X Link](https://x.com/macaronicapital/status/2016951461788229731)  2026-01-29T19:07Z [----] followers, [---] engagements


"Morgan Stanley upgrades Affirm Holdings from Equal Weight to Overweight adjusting the price target to $76. Affirm is a leader in the 'buy now pay later' sector with significant transaction volume and revenue from interest-bearing loans. Despite recent stock performance challenges Affirm's financial metrics indicate potential for growth and stability. $AFRM https://twitter.com/i/web/status/2018654971734921329 https://twitter.com/i/web/status/2018654971734921329"  
[X Link](https://x.com/macaronicapital/status/2018654971734921329)  2026-02-03T11:57Z [----] followers, [---] engagements


"Uber One continued its strong momentum up 55% YoY to over [--] million members globally. 55% growth is incredible. 46M people are willing to be a subscriber to the platform. Their execution of the loyalty program is just top notch. $UBER"  
[X Link](https://x.com/macaronicapital/status/2019123894917943642)  2026-02-04T19:00Z [----] followers, 13.7K engagements


"1200+ $WRD AV's hitting the Middle East region only on the $UBER platform We're deploying 1200+ Robotaxis in Abu Dhabi Dubai & Riyadh with @Uber as soon as [----] the largest commercial Robotaxi commitment in the Middle East That's [--] of [--] cities done under our Uber partnership as WeRide scales towards tens of thousands of Robotaxis globally. $WRD https://t.co/VBLmubkCqk We're deploying 1200+ Robotaxis in Abu Dhabi Dubai & Riyadh with @Uber as soon as [----] the largest commercial Robotaxi commitment in the Middle East That's [--] of [--] cities done under our Uber partnership as WeRide scales towards"  
[X Link](https://x.com/macaronicapital/status/2019783368649437606)  2026-02-06T14:40Z [----] followers, [----] engagements


"Intuit taps Affirm to bring buy now pay later to QuickBooks $AFRM $INTU"  
[X Link](https://x.com/macaronicapital/status/2018338725743231164)  2026-02-02T15:00Z [----] followers, [---] engagements


"$UBER Quarterly trips grew 22% year-over-year and Gross Bookings grew 22% year-over-year Record quarterly GAAP Income from operations of $1.8 billion; Adjusted EBITDA of $2.5 billion up 35% year-over-year Record quarterly operating cash flow of $2.9 billion and Free cash flow of $2.8 billion https://twitter.com/i/web/status/2019041766230622266 https://twitter.com/i/web/status/2019041766230622266"  
[X Link](https://x.com/macaronicapital/status/2019041766230622266)  2026-02-04T13:34Z [----] followers, [----] engagements


"$UBER is a 1T company in the making. I dont know how else to say it. For whatever reason people think the AV market is a winner takes all. They also completely ignore all other aspects of Ubers business model"  
[X Link](https://x.com/macaronicapital/status/2019063727513915571)  2026-02-04T15:01Z [----] followers, [----] engagements


"$UBER freight is now a break even business. Congrats to the team. As reported in @Uber earnings today Im proud to say that @UberFreight achieved breakeven in Q4 on an adjusted EBITDA basis after 3+ years of losses. Were just at the starting line - with a ton of work left to do for our customers - but were getting there Now back to work As reported in @Uber earnings today Im proud to say that @UberFreight achieved breakeven in Q4 on an adjusted EBITDA basis after 3+ years of losses. Were just at the starting line - with a ton of work left to do for our customers - but were getting there Now"  
[X Link](https://x.com/macaronicapital/status/2019082448408109164)  2026-02-04T16:15Z [----] followers, [----] engagements


"if we stay in a rate cutting environment $AFRM will want 90s"  
[X Link](https://x.com/macaronicapital/status/2019263261947097567)  2026-02-05T04:14Z [----] followers, [---] engagements


"$UBER s new CFO 75% of our profits come from outside of those top [--] markets." @_balaji_km highlighting the importance of Uber's "long tail" of 8000+ markets Interview here: https://www.youtube.com/live/tz6f7HqmsBk https://www.youtube.com/live/tz6f7HqmsBk"  
[X Link](https://x.com/macaronicapital/status/2019498312286564860)  2026-02-05T19:48Z [----] followers, [----] engagements


"Affirm ER: Revenue: $1.12 billion vs estimated $1.06 billion EPS: $0.37 vs estimated $0.28 Raised full-year revenue guidance to a range of $4.1B to $4.15B $AFRM"  
[X Link](https://x.com/macaronicapital/status/2019527217219338586)  2026-02-05T21:43Z [----] followers, [----] engagements


"$UBER Uber agrees to buy Turkish company Getirs delivery operations in a deal that will bolster the US companys position in the Middle East https://t.co/UVdN4WDIiT Uber agrees to buy Turkish company Getirs delivery operations in a deal that will bolster the US companys position in the Middle East https://t.co/UVdN4WDIiT"  
[X Link](https://x.com/macaronicapital/status/2020853393200218190)  2026-02-09T13:32Z [----] followers, [----] engagements


"Mizuho cut its target on Affirm from $114 to $95 while keeping an "outperform" rating $AFRM"  
[X Link](https://x.com/macaronicapital/status/2020943799673856356)  2026-02-09T19:32Z [----] followers, [---] engagements


"$SNAP Business Insider reports $META Instagram is internally testing a prototype for a new standalone app that looks a lot like Snapchat. https://t.co/jSOUtKfTSb Business Insider reports $META Instagram is internally testing a prototype for a new standalone app that looks a lot like Snapchat. https://t.co/jSOUtKfTSb"  
[X Link](https://x.com/anyuser/status/2021236481566580958)  2026-02-10T14:55Z [----] followers, [---] engagements


"Morgan Stanley cuts Duolingo PT to $245 cites tactical caution toward upcoming earnings $DUOL"  
[X Link](https://x.com/macaronicapital/status/2021583120777003402)  2026-02-11T13:52Z [----] followers, [---] engagements


"Uber Eats launches AI cart assistant for grocery delivery. The mobility company said that its food delivery platform is debuting a new AI assistant that lets customers build a shopping cart using text or images like handwritten grocery lists. Uber is offering the feature through dozens of large retailers including Safeway Albertsons and Kroger. The tool accounts for item preferences and store availability and allows users to edit selections the company said. Cart Assistant reflects how we think about AI atUber: starting with real customer needs and building practical solutions within the app"  
[X Link](https://x.com/macaronicapital/status/2021585332089544967)  2026-02-11T14:01Z [----] followers, [----] engagements


"Bought $AFRM"  
[X Link](https://x.com/anyuser/status/2021621247319392566)  2026-02-11T16:23Z [----] followers, [---] engagements


"RT @WisemanCap: $META Bill Ackman new position"  
[X Link](https://x.com/anyuser/status/2021621313262285210)  2026-02-11T16:24Z [----] followers, [--] engagements


"$UBER WeRide launches first autonomous Robotaxi service in Abu Dhabi city center Together with @Uber and ITC the expanded service covers Khalifa City Masdar City Rabdan & iconic CornicheGrand Mosque route. Service now covers 70% of Abu Dhabi core areas. $WRD https://t.co/DfOeWX9SI4 WeRide launches first autonomous Robotaxi service in Abu Dhabi city center Together with @Uber and ITC the expanded service covers Khalifa City Masdar City Rabdan & iconic CornicheGrand Mosque route. Service now covers 70% of Abu Dhabi core areas. $WRD https://t.co/DfOeWX9SI4"  
[X Link](https://x.com/macaronicapital/status/2021927446048629073)  2026-02-12T12:40Z [----] followers, [----] engagements


"RT @omooretweets: Me closing my Waymo door like a normal person"  
[X Link](https://x.com/macaronicapital/status/2022307778774077751)  2026-02-13T13:52Z [----] followers, [--] engagements


"RT @creatine_cycle: what are we even doing here man"  
[X Link](https://x.com/macaronicapital/status/2022330510622818357)  2026-02-13T15:22Z [----] followers, [---] engagements


"$UBER management took it personally. Launching AVs globally in various cities with various partners. If you dont believe what we have been telling you all along well just have to show you Booking an Uber in Dubai could soon mean riding with Apollo Go In the coming month Apollo Go autonomous vehicles will be available via the @Uber app starting in the Jumeirah area in partnership with Dubai's @rta_dubai. Riders may be matched with a fully driverless Apollo Go https://t.co/IH4jNYm81N Booking an Uber in Dubai could soon mean riding with Apollo Go In the coming month Apollo Go autonomous vehicles"  
[X Link](https://x.com/macaronicapital/status/2021222560952676681)  2026-02-10T13:59Z [----] followers, [----] engagements


"Unity plummets after Q1 revenue outlook falls below expectations. Revenue: $503.1 million vs analyst estimates of $492.1 million (10.1% year-on-year growth 2.2% beat) Adjusted EPS: $0.24 vs analyst estimates of $0.21 (15.5% beat) Revenue Guidance for Q1 CY2026 is $485 million at the midpoint below analyst estimates of $489.1 million $U"  
[X Link](https://x.com/macaronicapital/status/2021583794143125936)  2026-02-11T13:55Z [----] followers, [---] engagements


"$SHOP gave away all the gains. Market conditions are pretty clear"  
[X Link](https://x.com/macaronicapital/status/2021619797239136638)  2026-02-11T16:18Z [----] followers, [---] engagements


"RT @ChrisJBakke: If I ran growth at Doordash I would pay Doordashers $5 to open doors on random Waymos so that Waymo has to hire our Dashe"  
[X Link](https://x.com/macaronicapital/status/2022293110798106803)  2026-02-13T12:53Z [----] followers, [--] engagements


"Affirm today announced the expansion of its partnership with Wayfair bringing its honest financial products to shoppers in the UK and Canada. $AFRM $W"  
[X Link](https://x.com/macaronicapital/status/2019584939436700024)  2026-02-06T01:32Z [----] followers, [---] engagements


"In a sea of red $INTC is still green lol"  
[X Link](https://x.com/macaronicapital/status/2021621197176213694)  2026-02-11T16:23Z [----] followers, [---] engagements


"When does he leave $SNAP Down 57% in the last year. $SNAP Evan Spiegel sold $1.7bln worth of stock in the past [--] years though. Still owns 30mln shares. https://t.co/bXj85ijaCs Down 57% in the last year. $SNAP Evan Spiegel sold $1.7bln worth of stock in the past [--] years though. Still owns 30mln shares. https://t.co/bXj85ijaCs"  
[X Link](https://x.com/macaronicapital/status/2022509167026593951)  2026-02-14T03:12Z [----] followers, [---] engagements


"$GOOG $DIS $NFLX - thats the tweet"  
[X Link](https://x.com/macaronicapital/status/1946576401777164558)  2025-07-19T14:22Z [----] followers, [----] engagements


"@joecarlsonshow meanwhile $TSLA is up on miss across the board"  
[X Link](https://x.com/macaronicapital/status/1948115727338053678)  2025-07-23T20:19Z [----] followers, [----] engagements


"@SixSigmaCapital Breaking Google up would unlock so much value. However their ability to stay ahead and innovate is primarily do to their structure. Its a fantastic model with great execution behind it"  
[X Link](https://x.com/macaronicapital/status/1948187846210179548)  2025-07-24T01:05Z [----] followers, [----] engagements


"$GOOG has made a strategic investment in Italy-based Energy Dome alongside a commercial collaboration between the parties Energy Dome said Friday"  
[X Link](https://x.com/macaronicapital/status/1948740034447716667)  2025-07-25T13:40Z [----] followers, [---] engagements


"@unusual_whales"  
[X Link](https://x.com/anyuser/status/1948741217228816642)  2025-07-25T13:44Z [----] followers, [----] engagements


"IF you bought $INTC in [----] and held onto it - you'd be down 25%"  
[X Link](https://x.com/macaronicapital/status/1948742368313631062)  2025-07-25T13:49Z [----] followers, [----] engagements


"Analyst Says $100 Price Target Could Become Floor for $UBER Uber not getting love in the pre market this morning"  
[X Link](https://x.com/macaronicapital/status/1950183492605673547)  2025-07-29T13:15Z [----] followers, [----] engagements


"$UBER stock dumping due to $GOOG Dallas news again We saw this with the NYC news and it bounced back quick. I believe that the reason Waymo probably couldn't/didn't partner with $UBER for Dallas TX is due to their current partnership with Avride which is owned by $NBIS. Blurb: The delivery partnership will launch first with sidewalk robots on Uber Eats in Austin in the coming weeks before expanding to Dallas and Jersey City New Jersey later this year. The mobility partnership is expected to launch for riders in Dallas later next year. Source:"  
[X Link](https://x.com/macaronicapital/status/1950195101243736332)  2025-07-29T14:01Z [----] followers, [----] engagements


"Jim Cramer Believes Ubers going to $200 Okay stocks up stocks up 45%. I got so many I got a lot of stocks that are down. Those are the ones that gotta wake up. I think Ubers going to $200. I just say you go buy more here. Thats the only solution that I see. $UBER"  
[X Link](https://x.com/macaronicapital/status/1952025224645628251)  2025-08-03T15:14Z [----] followers, [----] engagements


"$UBER $LCID"  
[X Link](https://x.com/macaronicapital/status/1952033407539576886)  2025-08-03T15:46Z [----] followers, [----] engagements


"$UBER Eats is launching a couple of new AI features to help its merchants succeed and create a better experience for users. Merchants are already seeing the benefits of AI with 78% of those who use AI tools saying theyre effective. Now were introducing a suite of new AI features to help restaurants analyze customer reviews auto-fill menu descriptions and enhance food photos. Summarize Customer Reviews: This new AI-powered feature helps restaurants quickly distill insights from customer reviews highlighting areas for improvement and strengths to lean into making it easier to understand"  
[X Link](https://x.com/macaronicapital/status/1952104447317798980)  2025-08-03T20:29Z [----] followers, [----] engagements


"I find it mind boggling that $GOOG does nearly 100B a quarter and grows in mid-teens and still gets a bad rep. Last quarter it grew 14% - these are huge numbers. For the past decade - the market refuses to give alphabet a multiple similar to other innovative companies. The narrative - search is dead or dying. Its literally evolving in front of eyes and Google is at the fore front it. Under appreciated by a lot"  
[X Link](https://x.com/macaronicapital/status/1952191981964423404)  2025-08-04T02:16Z [----] followers, [----] engagements


"@KobeissiLetter Will only get worse add that with inflation. The lower class will suffer. Something has to change"  
[X Link](https://x.com/macaronicapital/status/1952720401047404742)  2025-08-05T13:16Z [----] followers, [---] engagements


"$UBER will be above $100 by Sept - fantastic quarter"  
[X Link](https://x.com/macaronicapital/status/1953058002547683470)  2025-08-06T11:38Z [----] followers, [----] engagements


"My Thoughts on $UBER and the earnings call this morning: I still believe that the market completely misses what's happening at Uber. While everyone fixates on "ride-sharing" Dara just laid out how they're building something way bigger - and the numbers are kind of huge. Here's what I found really interesting: users who tap both mobility and delivery have 35% higher retention and generate 3x the gross bookings. That's not incremental growth - that's platform leverage at scale. The rides app alone is already driving $10B in delivery bookings representing 12% of their total delivery gross"  
[X Link](https://x.com/anyuser/status/1953111819037323708)  2025-08-06T15:11Z [----] followers, [----] engagements


"$DG $UBER Dollar General and Uber Technologies are teaming up to offer the discount retailer's products on the ride-hailing company's delivery platform. The companies said Friday the partnership will bring more than [-----] Dollar General and pOpshelf locations to the Uber Eats platform. The initiative which starts Friday and is set to expand this month allows Dollar General and pOpshelf customers to order household essentials and food via on-demand or scheduled deliveries the companies said. Barbell Strategy in full effect"  
[X Link](https://x.com/macaronicapital/status/1953811054955249809)  2025-08-08T13:30Z [----] followers, [----] engagements


"Evercore ISI Group Maintains Outperform on $UBER Raises Price Target to $150"  
[X Link](https://x.com/anyuser/status/1953811588709773626)  2025-08-08T13:32Z [----] followers, [----] engagements


"Only 3% of all the miles driven in America are ride share miles. The TAM is huge. $UBER $LYFT"  
[X Link](https://x.com/macaronicapital/status/1954011443998994479)  2025-08-09T02:46Z [----] followers, [---] engagements


"Recently it was announced that $AMZN will broaden its same-day grocery delivery offering to reach more than [----] cities and towns in the U.S. by the end of the year. Members of Amazon Prime can receive same-day grocery delivery for free on orders worth more than $25. Purchases below that total have a $2.99 fee. The service costs a $12.99 fee for orders from customers without Prime according to Amazon's announcement. With this announcement $CART (-13%) $DASH (-5%) $UBER (-1%) $COST (-2%) $WMT (-3%) all fell. Amazon has been trying to crack the grocery market since [----] when it acquired Whole"  
[X Link](https://x.com/macaronicapital/status/1955728678773776442)  2025-08-13T20:30Z [----] followers, [---] engagements


"@KobeissiLetter what is this man on right now"  
[X Link](https://x.com/macaronicapital/status/1956050984565633220)  2025-08-14T17:51Z [----] followers, [----] engagements


"$UBER users in Atlanta are canceling rides with human drivers until they match with one of Waymo's self-driving cars"  
[X Link](https://x.com/macaronicapital/status/1957438200663703757)  2025-08-18T13:43Z [----] followers, [----] engagements


""Uber 's recent investments in grocery are opening the door to a big rapidly growing market Deutsche Bank analysts say in a note after meeting with the company's CFO. The ride-hailing giant's grocery service has a much bigger total available market than its core food delivery business yet still has only attracted about a fifth of its food delivery users the analysts say. That could change as the company continues to invest in technology to add new features including greater personalization and improved selection with previously exclusive merchants over the next year or so adding on to recent"  
[X Link](https://x.com/macaronicapital/status/1957535922955616396)  2025-08-18T20:11Z [----] followers, [----] engagements


"Suddenly the price thesis for $TSLA and $GOOG (Waymo) is being challenged as Baidu Cars are already 30k and will be offered on $UBER Checking in from Baidu HQ - coming soon to ROW on Uber https://t.co/a2caZWSt2k Checking in from Baidu HQ - coming soon to ROW on Uber https://t.co/a2caZWSt2k"  
[X Link](https://x.com/macaronicapital/status/1958511254365991187)  2025-08-21T12:47Z [----] followers, [----] engagements


"This is amazing I hope they team up with $DASH or $UBER to scale this out to suburban areas. The big challenge however is in cities. My assumption is that cities are where most of the food delivery demand comes from. Chipotle $CMG is teaming up with Zipline to pilot autonomous drone deliveries in the Dallas area CNBC reports. The Zipotle service will let select customers order via the Zipline app with drones dropping meals for a $2.99 fee. https://t.co/tgeMgz4iXW Chipotle $CMG is teaming up with Zipline to pilot autonomous drone deliveries in the Dallas area CNBC reports. The Zipotle service"  
[X Link](https://x.com/macaronicapital/status/1958599793963302990)  2025-08-21T18:39Z [----] followers, [---] engagements


"And youre bearish on $GOOG cc: $META $MSFT $AMZN META SIGNS $10 BILLION-PLUS CLOUD DEAL WITH GOOGLE - THE INFORMATION META SIGNS $10 BILLION-PLUS CLOUD DEAL WITH GOOGLE - THE INFORMATION"  
[X Link](https://x.com/macaronicapital/status/1958666558676639768)  2025-08-21T23:04Z [----] followers, [----] engagements


"$UBER ATH INCOMINGGGGGGGGGG"  
[X Link](https://x.com/macaronicapital/status/1958951307600879979)  2025-08-22T17:56Z [----] followers, [----] engagements


"AI compute will be cheaper on $GOOG across the board for all of their services and when companies adopt GCP that cost saving will be passed to them. I n t e g r a t e d OpenAI image generation cost: $0.19 🤡 Google image generation cost: $0.039 literally 95% cheaper nano-banana supremacy @sama 🍌 https://t.co/YSNa4JF9Q4 OpenAI image generation cost: $0.19 🤡 Google image generation cost: $0.039 literally 95% cheaper nano-banana supremacy @sama 🍌 https://t.co/YSNa4JF9Q4"  
[X Link](https://x.com/macaronicapital/status/1960521262004121694)  2025-08-27T01:54Z [----] followers, [----] engagements


"@QualityInvest5 Honestly it sounds lame but its still $GOOG"  
[X Link](https://x.com/macaronicapital/status/1960905544367059001)  2025-08-28T03:21Z [----] followers, [----] engagements


"$UBER is still very misunderstood and still very undervalued"  
[X Link](https://x.com/macaronicapital/status/1960911208208322710)  2025-08-28T03:43Z [----] followers, [----] engagements


"Duolingo is facing an existential crisis as Google Translate rolls out features to tutor usersand even handle live translation as a bonus Source: This piece completely misses everything about $DUOL and what kind of company it really is. Will be writing my viewpoint and strategy on Duolingo. https://fortune.com/2025/08/27/duolingo-existential-crisis-ai-google-translate-language-learning-live-translation/ https://fortune.com/2025/08/27/duolingo-existential-crisis-ai-google-translate-language-learning-live-translation/"  
[X Link](https://x.com/anyuser/status/1961081597488173339)  2025-08-28T15:01Z [----] followers, [----] engagements


"The Duolingo Deception How Duolingo's behavioral psychology engine is masked as language learning platform The Gaming Platform Disguised as Education When investors compare Duolingo with AI-powered translation other learning platforms or chatbot agents their reaction fundamentally misunderstands what business Duolingo is actually in. Research from [----] found that 80% of language students enjoyed using Duolingo because of its social/gamification not its superiority. The platform's true innovation isn't a language learning methodology it's literally in their strategy to apply behavioral"  
[X Link](https://x.com/macaronicapital/status/1961228833287258622)  2025-08-29T00:46Z [----] followers, [----] engagements


"$MNDY powering through"  
[X Link](https://x.com/macaronicapital/status/1961469727164801148)  2025-08-29T16:43Z [----] followers, [----] engagements


"$DUOL - [----] Just a friendly reminder A STORY IN TWO PARTS $GOOGL $DUOL https://t.co/7IZgiO7iTj A STORY IN TWO PARTS $GOOGL $DUOL https://t.co/7IZgiO7iTj"  
[X Link](https://x.com/anyuser/status/1961924952845595073)  2025-08-30T22:52Z [----] followers, [----] engagements


"Uber Eats has launched INCA (INventory and CAtalog) a scalable catalog system for its global platform to manage large diverse product inventories from supermarkets pharmacies and other retail partners. INCA addresses the limits of Uber Eats original restaurant-focused architecture which was optimized for low SKU counts and direct pass-through cataloging but could not meet the scale metadata complexity and compliance requirements of retail environments. INCA processes billions of catalog changes daily and is designed to update product data in near real time with sub-minute latency for changes"  
[X Link](https://x.com/macaronicapital/status/1962703825791287785)  2025-09-02T02:27Z [----] followers, [---] engagements


"Google's TPUs are the best alternative to Nvidia's chips and are seeing growing interest according to D.A. Davidson analysts who think a potential spinoff of the business would be worth about $900 billion Google's TPUs are seeing growing interest from frontier AI labs D.A. Davidson analysts said. $GOOG $NVDA"  
[X Link](https://x.com/macaronicapital/status/1962932117412712480)  2025-09-02T17:34Z [----] followers, [----] engagements


"Oppenheimer Hikes Price Target on $GOOG to $270 From $235 Maintains Outperform Rating"  
[X Link](https://x.com/anyuser/status/1963235509829800171)  2025-09-03T13:39Z [----] followers, [----] engagements


"People think $Uber - taxis and AV. What a mistake. It legit has 1.) Food delivery 2.) Grocery delivery 3.) Car/train/helicopter/AV etc partnerships 4.) Freight + logistics (supply chain) 5.) AI labeling 6.) Advertising These could be independent business on its on. Road to 1T club IMO"  
[X Link](https://x.com/macaronicapital/status/1963595288993538385)  2025-09-04T13:29Z [----] followers, [---] engagements


"$LCID has successfully closed a $300 million strategic investment from $UBER. This investment supports their previously announced next-generation premium global robotaxi program. The robotaxi initiative will utilize Lucid's electric vehicle technology platform specifically leveraging the Lucid Gravity's architecture. The vehicles will be manufactured at Lucid's Arizona facility and will operate exclusively on Uber's ride-hailing platform. The program aims to deploy over [-----] Lucid vehicles across six years with the initial launch planned for late [----] in a major US city. (It's Las Vegas)"  
[X Link](https://x.com/macaronicapital/status/1963633736857026915)  2025-09-04T16:02Z [----] followers, [----] engagements


"Wells Fargo Maintains Overweight on $UBER Raises Price Target to $127"  
[X Link](https://x.com/anyuser/status/1963973436486635666)  2025-09-05T14:32Z [----] followers, [----] engagements


"@dming Hahah yep i got the same on TOS https://blog.google/products/google-nest/new-nest-cams-home-speaker-walmart/#google-home-speaker https://blog.google/products/google-nest/new-nest-cams-home-speaker-walmart/#google-home-speaker"  
[X Link](https://x.com/macaronicapital/status/1973394773122650322)  2025-10-01T14:29Z [----] followers, [--] engagements


"Pacsun is teaming up with Affirm to give shoppers a simple transparent way to pay over time $AFRM"  
[X Link](https://x.com/macaronicapital/status/1996600250375586275)  2025-12-04T15:19Z [----] followers, [---] engagements


"Beginning to think that $UBER acquiring $TOST makes a lot of sense but then again being neutral in the restaurant market is the place to be as $XYZ holds a significant marketshare as well"  
[X Link](https://x.com/macaronicapital/status/2003491442002735406)  2025-12-23T15:42Z [----] followers, 15.8K engagements


"Uber launches an 'AV Labs' division to gather driving data for robotaxi partners. Uber has more than [--] autonomous vehicle partners and they all want one thing: data. So the company says its going to make that available through a new division called Uber AV Labs. $UBER"  
[X Link](https://x.com/macaronicapital/status/2016356089168527627)  2026-01-28T03:42Z [----] followers, [----] engagements


"Affirm seeks Nevada bank charter The company said Friday that it submitted applications to state and federal regulators to start Affirm Bank. $AFRM"  
[X Link](https://x.com/macaronicapital/status/2016357396327616674)  2026-01-28T03:47Z [----] followers, [---] engagements


"Bolt selects Affirm as embedded buy now pay later partner $AFRM"  
[X Link](https://x.com/macaronicapital/status/2016701706713678013)  2026-01-29T02:35Z [----] followers, [---] engagements


"Cantor Fitzgerald initiates Affirm stock with Overweight rating $85 target $AFRM"  
[X Link](https://x.com/macaronicapital/status/2017050623296892982)  2026-01-30T01:41Z [----] followers, [---] engagements


"Affirm will report Q2 [----] results after the market closes on Feb. [--] with analysts forecasting $0.28 EPS and $1.0579 billion in revenue. Shareholder call scheduled for 5:00 PM ET. $AFRM"  
[X Link](https://x.com/macaronicapital/status/2017050674727358729)  2026-01-30T01:42Z [----] followers, [---] engagements


"This is what I expected from $U but management decided take a piss HOLY FUCK Genie [--] is the craziest thing I've tried in a long time Just. wow. Watch this. https://t.co/7BQ329TSxP HOLY FUCK Genie [--] is the craziest thing I've tried in a long time Just. wow. Watch this. https://t.co/7BQ329TSxP"  
[X Link](https://x.com/macaronicapital/status/2017344411693179004)  2026-01-30T21:09Z [----] followers, [---] engagements


"$UBER earnings 2/4"  
[X Link](https://x.com/macaronicapital/status/2018103991624687935)  2026-02-01T23:27Z [----] followers, [----] engagements


""To finance its artificial-intelligence ambitions Oracle is looking to raise more money which could further stoke Wall Street's fears about the level of financing underpinning the AI boom. The company announced on Sunday that it intends to raise $45 billion to $50 billion in "gross cash proceeds" this year split approximately between debt and equity issuance." $ORCL https://twitter.com/i/web/status/2018149030824452447 https://twitter.com/i/web/status/2018149030824452447"  
[X Link](https://x.com/macaronicapital/status/2018149030824452447)  2026-02-02T02:26Z [----] followers, [---] engagements


"Time to short $BE Speculators should buy Bloom Energy. Oracle deal good for data center which is good for Bloom Speculators should buy Bloom Energy. Oracle deal good for data center which is good for Bloom"  
[X Link](https://x.com/macaronicapital/status/2018364988046381417)  2026-02-02T16:44Z [----] followers, [---] engagements


"Uber Enters First Asian Market in Years With Macau Relaunch. The service went live Tuesday Feb. [--] letting users book and pay for licensed taxis through the Uber app in multiple languages. Uber is also rolling out a premium limo option that connects Macau with Hong Kong though those rides need to be booked at least [--] hours in advance. $UBER https://twitter.com/i/web/status/2018655465907851340 https://twitter.com/i/web/status/2018655465907851340"  
[X Link](https://x.com/macaronicapital/status/2018655465907851340)  2026-02-03T11:59Z [----] followers, [---] engagements


"$DUOL is a profitable business doing 1.2B in revenue growing at 40%YoY 5.46B market cap Makes sense.so overdone"  
[X Link](https://x.com/macaronicapital/status/2019126709191336272)  2026-02-04T19:11Z [----] followers, [---] engagements


"Uber to Take on Waymo in San Francisco With Lucid Nuro Robotaxis Todays update from Uber expands upon the ongoing partnership with Lucid Group and Nuro. According to the companies the San Francisco Bay Area will be the first market where riders will see this next-generation autonomous robotaxi program in operation. That milestone is expected sometime in [----]. $UBER $LCID @nuro $GOOG https://twitter.com/i/web/status/1983507572532424943 https://twitter.com/i/web/status/1983507572532424943"  
[X Link](https://x.com/macaronicapital/status/1983507572532424943)  2025-10-29T12:13Z [----] followers, [---] engagements


"$INTC $NUE $HII On @theallinpod Scott Bessent: I believe the greatest economic threat to the US and global economy is that 97% of the upper level precision advanced chip manufacturing is in Taiwan. We need to bring a portion of that back to the US. Same for steel shipbuilding pharmaceuticals. On @theallinpod Scott Bessent: I believe the greatest economic threat to the US and global economy is that 97% of the upper level precision advanced chip manufacturing is in Taiwan. We need to bring a portion of that back to the US. Same for steel shipbuilding pharmaceuticals"  
[X Link](https://x.com/macaronicapital/status/2013958032707797417)  2026-01-21T12:53Z [----] followers, [---] engagements


"Alphabets Waymo will offer its autonomous rides on Via Transportations public transit platform starting with Chandler city in Arizona the companies said on Thursday. $UBER $GOOG $LYFT @hambinocapital My take is that market is very fragmented. Lyft strictly operates in US. Uber is the global brand of mobility + services. It is not an apples to apples comparison. Google has the novel technology and is going through its infancy as we speak. They have the best in class AV @hambinocapital My take is that market is very fragmented. Lyft strictly operates in US. Uber is the global brand of mobility"  
[X Link](https://x.com/macaronicapital/status/1968718871600197859)  2025-09-18T16:48Z [----] 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