[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.] #  @pernasresearch Pernas Research Pernas Research posts on X about $wisel, ai, $rely, wise the most. They currently have XXXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::1267488217470623745/interactions)  - X Week XXXXXX +590% - X Month XXXXXXX +566% - X Months XXXXXXXXX +104% - X Year XXXXXXXXX +191% ### Mentions: X [#](/creator/twitter::1267488217470623745/posts_active)  - X Week XX -XX% - X Month XX +18% - X Months XX +33% - X Year XXX -XX% ### Followers: XXXXXX [#](/creator/twitter::1267488217470623745/followers)  - X Week XXXXXX +0.87% - X Month XXXXXX +1.60% - X Months XXXXXX +38% - X Year XXXXXX +103% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::1267488217470623745/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) XX% [stocks](/list/stocks) XXXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% [technology brands](/list/technology-brands) XXXX% **Social topic influence** [$wisel](/topic/$wisel) 26.67%, [ai](/topic/ai) 20%, [$rely](/topic/$rely) 20%, [wise](/topic/wise) 13.33%, [$docsl](/topic/$docsl) #1, [outperform](/topic/outperform) 6.67%, [weakness](/topic/weakness) 6.67%, [saas](/topic/saas) 6.67%, [$brk](/topic/$brk) 6.67%, [jpmorgan chase](/topic/jpmorgan-chase) XXXX% **Top accounts mentioned or mentioned by** [@joinyellowbrick](/creator/undefined) [@paulcerro](/creator/undefined) [@mariocibelli](/creator/undefined) [@motorinvesting](/creator/undefined) [@curiousinhell](/creator/undefined) [@thedebtreaper](/creator/undefined) [@opu61659893](/creator/undefined) [@p14capital](/creator/undefined) [@matt_kolb_](/creator/undefined) [@long_only_guy](/creator/undefined) [@gruust](/creator/undefined) [@nickalobeultra](/creator/undefined) [@shots_goal](/creator/undefined) [@investlikeiroh](/creator/undefined) [@frothyassets](/creator/undefined) [@premortes](/creator/undefined) [@capitalcoochie](/creator/undefined) [@maximtalber_iii](/creator/undefined) [@buddsoddwr](/creator/undefined) [@wild_grover](/creator/undefined) **Top assets mentioned** [Remitly Global, Inc. Common Stock (RELY)](/topic/$rely) [JPMorgan Chase (JPM)](/topic/jpmorgan-chase) [Berkshire Hathaway Inc. (BRK.A)](/topic/berkshire-hathaway) [Wise (WISE)](/topic/$wise) [Euronet Worldwide Inc (EEFT)](/topic/$eeft) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Western Union Co (WU)](/topic/$wu) ### Top Social Posts Top posts by engagements in the last XX hours "We have been fortunate to find mispriced opportunities in SaaS recently. One of the highest-quality software platforms we track is trading as if its relevance is collapsing. Investors are convinced AI will erode its model and that seat-based SaaS is structurally impaired. we think this name is set up to significantly outperform. Our research points to recent weakness from legacy competitors that provides a near term opportunity. This setup resembles our Semrush call--a clean path to a re-rating or a fast takeout. We see low downside and XX% potential upside from current levels" [X Link](https://x.com/pernasresearch/status/1995899745894629498) 2025-12-02T16:55Z 11.3K followers, 20.6K engagements "Last year we wrote about how this succession was suspect and $BRK shareholders could be vulnerable. "Warren Buffett's investment portfolio successors Todd Combs and Ted Weschler manage roughly $XX billion each (as of his 2021 letter) but have yet to make any significant investments. Managing a $XXX billion portfolio with high concentration and large embedded gains is a daunting task and so far it has been totally unclear how this transition will be executed. The lack of clarity surrounding this transition poses accountability challenges.Expecting a two-person team to replace Buffett and" [X Link](https://x.com/pernasresearch/status/1998074339367821770) 2025-12-08T16:56Z 11.3K followers, 23K engagements "Words cannot describe how disgruntled I would be if I worked for a fund/firm that restricted me from trading my own account" [X Link](https://x.com/pernasresearch/status/1996745970676035751) 2025-12-05T00:58Z 11.3K followers, 22.9K engagements "favorite barbell right now: AI winners + companies mislabeled as AI losers" [X Link](https://x.com/pernasresearch/status/1998098420687659165) 2025-12-08T18:32Z 11.3K followers, 10K engagements "$RELY vs $WISE.L Remitly gets the most questions of any position we holdusually along the lines of "isn't competitor WISE much cheaper where is Remitly's moat". Most overlook the key technical differences in their infrastructure and why their TAMs are distinct (and will remain distinct). Full write-up coming soon" [X Link](https://x.com/pernasresearch/status/1901678047948058651) 2025-03-17T16:52Z 11.3K followers, 23.7K engagements "The best way to think about $WISE.L business model is a decentralized tech-native quasi-correspondent bank that doesnt profit from FX spreads. Their infrastructure will continue to make inroads in more developed economies but in EM where banks and regulators are in bed together they are limited" [X Link](https://x.com/pernasresearch/status/1913666674567643350) 2025-04-19T18:51Z 11.3K followers, 25.1K engagements "$DOCS.L For our call on Dr. Martens.it's taken a while for a rerating and we missed the collapse in the sandals segment but this is a unique brand that cannot be replicated. The issues were cyclical not structural. The brand is in no way impaired. We saw signs of a category rebound as other boot brands posted sequential improvements. -Revenue down X% YoY -83M in debt repaid -D2C growth returns in the Americas -Inventory reduced by 67M ahead of expectations -Rightsized inventory has management positioned for growth" [X Link](https://x.com/pernasresearch/status/1930997194401665259) 2025-06-06T14:36Z 11.3K followers, 5801 engagements "Thinking of hosting a Spaces next week on $WISE.L and $RELY -- covering remittances regulation stablecoins and more. Any appetite for this" [X Link](https://x.com/pernasresearch/status/1936153558111646004) 2025-06-20T20:05Z 11.3K followers, 17.3K engagements "Tune into our Space this Thursday @ 1:30 PM PST. Space: Topic: Remittances Regulation & The Stablecoin Threat Host: @Pernasresearch Co-host & Speakers: @mario_cibelli @motorinvesting (Dean Pernas) Tickers discussed: $RELY $WISE.L $EEFT $PYPL $WU" [X Link](https://x.com/pernasresearch/status/1937239134751670339) 2025-06-23T19:59Z 11.3K followers, 10.3K engagements "It's pretty clear weve hit a new robotics phase: backflips agile control real time decision making. Vision language action models may actually be the strongest modality for generative AI (instead of LLMs) being scalable with sim data. With new capital pouring in driving down costs robotics could become the largest industry of our time" [X Link](https://x.com/pernasresearch/status/1997012678741819720) 2025-12-05T18:38Z 11.3K followers, 5602 engagements "$DOCS.L what do you guys think is this a chart crime or nah" [X Link](https://x.com/pernasresearch/status/1998225706606801257) 2025-12-09T02:58Z 11.3K followers, 3144 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.]
@pernasresearch Pernas Research
Pernas Research posts on X about $wisel, ai, $rely, wise the most. They currently have XXXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.
Engagements: XXXXX #
- X Week XXXXXX +590%
- X Month XXXXXXX +566%
- X Months XXXXXXXXX +104%
- X Year XXXXXXXXX +191%
Mentions: X #
- X Week XX -XX%
- X Month XX +18%
- X Months XX +33%
- X Year XXX -XX%
Followers: XXXXXX #
- X Week XXXXXX +0.87%
- X Month XXXXXX +1.60%
- X Months XXXXXX +38%
- X Year XXXXXX +103%
CreatorRank: XXXXXXXXX #
Social Influence
Social category influence finance XX% stocks XXXXX% cryptocurrencies XXXX% technology brands XXXX%
Social topic influence $wisel 26.67%, ai 20%, $rely 20%, wise 13.33%, $docsl #1, outperform 6.67%, weakness 6.67%, saas 6.67%, $brk 6.67%, jpmorgan chase XXXX%
Top accounts mentioned or mentioned by @joinyellowbrick @paulcerro @mariocibelli @motorinvesting @curiousinhell @thedebtreaper @opu61659893 @p14capital @matt_kolb_ @long_only_guy @gruust @nickalobeultra @shots_goal @investlikeiroh @frothyassets @premortes @capitalcoochie @maximtalber_iii @buddsoddwr @wild_grover
Top assets mentioned Remitly Global, Inc. Common Stock (RELY) JPMorgan Chase (JPM) Berkshire Hathaway Inc. (BRK.A) Wise (WISE) Euronet Worldwide Inc (EEFT) PayPal Holdings Inc (PYPL) Western Union Co (WU)
Top Social Posts
Top posts by engagements in the last XX hours
"We have been fortunate to find mispriced opportunities in SaaS recently. One of the highest-quality software platforms we track is trading as if its relevance is collapsing. Investors are convinced AI will erode its model and that seat-based SaaS is structurally impaired. we think this name is set up to significantly outperform. Our research points to recent weakness from legacy competitors that provides a near term opportunity. This setup resembles our Semrush call--a clean path to a re-rating or a fast takeout. We see low downside and XX% potential upside from current levels"
X Link 2025-12-02T16:55Z 11.3K followers, 20.6K engagements
"Last year we wrote about how this succession was suspect and $BRK shareholders could be vulnerable. "Warren Buffett's investment portfolio successors Todd Combs and Ted Weschler manage roughly $XX billion each (as of his 2021 letter) but have yet to make any significant investments. Managing a $XXX billion portfolio with high concentration and large embedded gains is a daunting task and so far it has been totally unclear how this transition will be executed. The lack of clarity surrounding this transition poses accountability challenges.Expecting a two-person team to replace Buffett and"
X Link 2025-12-08T16:56Z 11.3K followers, 23K engagements
"Words cannot describe how disgruntled I would be if I worked for a fund/firm that restricted me from trading my own account"
X Link 2025-12-05T00:58Z 11.3K followers, 22.9K engagements
"favorite barbell right now: AI winners + companies mislabeled as AI losers"
X Link 2025-12-08T18:32Z 11.3K followers, 10K engagements
"$RELY vs $WISE.L Remitly gets the most questions of any position we holdusually along the lines of "isn't competitor WISE much cheaper where is Remitly's moat". Most overlook the key technical differences in their infrastructure and why their TAMs are distinct (and will remain distinct). Full write-up coming soon"
X Link 2025-03-17T16:52Z 11.3K followers, 23.7K engagements
"The best way to think about $WISE.L business model is a decentralized tech-native quasi-correspondent bank that doesnt profit from FX spreads. Their infrastructure will continue to make inroads in more developed economies but in EM where banks and regulators are in bed together they are limited"
X Link 2025-04-19T18:51Z 11.3K followers, 25.1K engagements
"$DOCS.L For our call on Dr. Martens.it's taken a while for a rerating and we missed the collapse in the sandals segment but this is a unique brand that cannot be replicated. The issues were cyclical not structural. The brand is in no way impaired. We saw signs of a category rebound as other boot brands posted sequential improvements. -Revenue down X% YoY -83M in debt repaid -D2C growth returns in the Americas -Inventory reduced by 67M ahead of expectations -Rightsized inventory has management positioned for growth"
X Link 2025-06-06T14:36Z 11.3K followers, 5801 engagements
"Thinking of hosting a Spaces next week on $WISE.L and $RELY -- covering remittances regulation stablecoins and more. Any appetite for this"
X Link 2025-06-20T20:05Z 11.3K followers, 17.3K engagements
"Tune into our Space this Thursday @ 1:30 PM PST. Space: Topic: Remittances Regulation & The Stablecoin Threat Host: @Pernasresearch Co-host & Speakers: @mario_cibelli @motorinvesting (Dean Pernas) Tickers discussed: $RELY $WISE.L $EEFT $PYPL $WU"
X Link 2025-06-23T19:59Z 11.3K followers, 10.3K engagements
"It's pretty clear weve hit a new robotics phase: backflips agile control real time decision making. Vision language action models may actually be the strongest modality for generative AI (instead of LLMs) being scalable with sim data. With new capital pouring in driving down costs robotics could become the largest industry of our time"
X Link 2025-12-05T18:38Z 11.3K followers, 5602 engagements
"$DOCS.L what do you guys think is this a chart crime or nah"
X Link 2025-12-09T02:58Z 11.3K followers, 3144 engagements