[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.] #  @ptuomov Ptuomov Ptuomov posts on X about put the, $5b, number of, $510b the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::1264276883601907713/interactions)  - X Week XXXXXX -XX% - X Month XXXXXX +173% - X Months XXXXXXX -XX% - X Year XXXXXXXXX +8.30% ### Mentions: XX [#](/creator/twitter::1264276883601907713/posts_active)  - X Week XX +19% - X Month XX +91% - X Months XXX -XXXX% - X Year XXX +17% ### Followers: XXXXX [#](/creator/twitter::1264276883601907713/followers)  - X Week XXXXX +0.50% - X Month XXXXX +3% - X Months XXXXX +14% - X Year XXXXX +34% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::1264276883601907713/influencer_rank)  ### Social Influence [#](/creator/twitter::1264276883601907713/influence) --- **Social category influence** [finance](/list/finance) XXXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% [stocks](/list/stocks) XXXX% [technology brands](/list/technology-brands) XXXX% **Social topic influence** [put the](/topic/put-the) 3.45%, [$5b](/topic/$5b) 3.45%, [number of](/topic/number-of) 3.45%, [$510b](/topic/$510b) 3.45%, [accounting](/topic/accounting) 3.45%, [black hole](/topic/black-hole) 3.45%, [investment](/topic/investment) 3.45%, [fartcoin](/topic/fartcoin) 3.45%, [as one](/topic/as-one) #136, [$aapl](/topic/$aapl) XXXX% **Top accounts mentioned or mentioned by** [@ghxxst9491](/creator/undefined) [@sowingalphaseed](/creator/undefined) [@stoked_on_waves](/creator/undefined) [@deepseektetra](/creator/undefined) [@laurenzrod](/creator/undefined) [@tmb1004](/creator/undefined) [@irbezek](/creator/undefined) [@cliffordasness](/creator/undefined) [@0xklaus](/creator/undefined) [@projectshx](/creator/undefined) [@youngbluemaxi](/creator/undefined) [@coinshooters](/creator/undefined) [@danchodan](/creator/undefined) [@sariarhohavren](/creator/undefined) [@stokedonwaves](/creator/undefined) [@admff492](/creator/undefined) [@pmarca](/creator/undefined) [@bizpepe](/creator/undefined) [@pfoinvestor](/creator/undefined) [@ecommerceshares](/creator/undefined) **Top assets mentioned** [Fartcoin (FARTCOIN)](/topic/fartcoin) [Apple, Inc. (AAPL)](/topic/$aapl) ### Top Social Posts [#](/creator/twitter::1264276883601907713/posts) --- Top posts by engagements in the last XX hours "Owenomics on Circular AI Deals: Owen Lamont argues that if there isn't securities issuance then there isn't a bubble. He sees securities issuance as one of the necessary conditions for an ex-ante identifiable bubble. If there isn't securities issuance the valuations may still turn out to be wrong with hindsight. However if the people best informed at the time aren't selling stock to less informed people the misvaluation likely wasn't dentifiable at the time. Because of this Owen does not think that there's a bubble in publicly traded AI-related stocks. Since the circular AI financing deals" [X Link](https://x.com/ptuomov/status/1979168243190247884) [@ptuomov](/creator/x/ptuomov) 2025-10-17T12:50Z 4201 followers, 9390 engagements "How large would your whole portfolio equity have be for it the be correct to put this trade on at $5B per side IYKYK" [X Link](https://x.com/ptuomov/status/1947617124244934836) [@ptuomov](/creator/x/ptuomov) 2025-07-22T11:18Z 4193 followers, 3647 engagements "Hyperscalers are supposedly charging 10x average prices for compute compared to smaller players. The hyperscalers are also those companies that investing into AI startups at nosebleed prices. And the startup buys compute apparently at very high prices. Makes you go hmmm The average price for an A100 in 2020 was $XXXX an hour. Thats now fallen to about $XXXX per hour but the average is being skewed by hyperscalers continuing to charge more than $X when their competitors go as low as $0.40" [X Link](https://x.com/ptuomov/status/1980032953250939298) [@ptuomov](/creator/x/ptuomov) 2025-10-19T22:06Z 4193 followers, XXX engagements "@stoked_on_waves The point is that if you have an accounting black hole that is the private company conspiring with the public company there are nearly infinite degrees of freedom to manipulate the public company earnings" [X Link](https://x.com/ptuomov/status/1980064579741983151) [@ptuomov](/creator/x/ptuomov) 2025-10-20T00:12Z 4194 followers, XX engagements "Certain type of securities issuance by the company such as convertible bond issuance leads to a persistent increase in short interest and borrow rate. I guided a smart undergraduate student writing a thesis about this and how it changed the subsequent stock-price reactions. That was more than XX years ago though" [X Link](https://x.com/ptuomov/status/1979331195386122349) [@ptuomov](/creator/x/ptuomov) 2025-10-17T23:38Z 4198 followers, 1323 engagements "COMMENTS ON FRIDAYS SHART ON THE FARTCOIN CHART We own X% of a crypto investment bank called Sentora. The investment banking side came from Trident Digital and the technology side came from IntoTheBlock. One of the benefits of this investment is that the main founder (@admff492) regularly and patiently explains to me what's happening in the crypto markets. One important thing to understand is that the crypto market is extremely leveraged. This leverage makes the technical functioning of the market critically important to the price discovery process. The market structure has bifurcated into" [X Link](https://x.com/ptuomov/status/1977395039765508486) [@ptuomov](/creator/x/ptuomov) 2025-10-12T15:24Z 4201 followers, 28.1K engagements "WILL CIRCULAR AI DEALS MAKE FINANCIAL STATEMENTS UNRELIABLE Following up on Owen Lamonts circle-jerk bubble article. I fear that these circular AI deals will make financial statements of public companies unreliable. Consider the following example: Suppose that I am publicly traded company. I decide to sell compute services to a private startup in exchange for private startup shares. This may or may make sense its business judgment and hindsight is 20-20. How should I price the deal though I could value both sides of the transaction at $X which is what I usually sell the services for after" [X Link](https://x.com/ptuomov/status/1979290254117949801) [@ptuomov](/creator/x/ptuomov) 2025-10-17T20:55Z 4201 followers, 7589 engagements "20-25% of Berkshire Hathaways 13F reportable portfolio is still in Apple stock $AAPL. Do you think that this portfolio weight is too high too low or just right Excessive concentration is the main enemy of long-term compounding. (I know the original post was in jest.)" [X Link](https://x.com/ptuomov/status/1980672140677656732) [@ptuomov](/creator/x/ptuomov) 2025-10-21T16:26Z 4201 followers, 1616 engagements "@LaurenzRod @pmarca Investing is hard" [X Link](https://x.com/ptuomov/status/1980989067912458724) [@ptuomov](/creator/x/ptuomov) 2025-10-22T13:26Z 4200 followers, XX engagements "@SowingAlphaSeed Put a number on it" [X Link](https://x.com/ptuomov/status/1981039356035952845) [@ptuomov](/creator/x/ptuomov) 2025-10-22T16:46Z 4201 followers, XXX engagements "@bizpepe @SowingAlphaSeed Which question Very hard to get t-bill plus X% long term from these levels" [X Link](https://x.com/ptuomov/status/1981055169950601567) [@ptuomov](/creator/x/ptuomov) 2025-10-22T17:48Z 4201 followers, XX engagements "@PFOInvestor I think you get a statistically better out-of-sample forecast if you just use the inverse of the P/E minus 30-year TIPS yield as the forecast of equity premium over T-bill. X% total return is a too extreme of a forecast" [X Link](https://x.com/ptuomov/status/1981093440587776364) [@ptuomov](/creator/x/ptuomov) 2025-10-22T20:20Z 4201 followers, XXX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@ptuomov Ptuomov
Ptuomov posts on X about put the, $5b, number of, $510b the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.
Engagements: XXXXX #
- X Week XXXXXX -XX%
- X Month XXXXXX +173%
- X Months XXXXXXX -XX%
- X Year XXXXXXXXX +8.30%
Mentions: XX #
- X Week XX +19%
- X Month XX +91%
- X Months XXX -XXXX%
- X Year XXX +17%
Followers: XXXXX #
- X Week XXXXX +0.50%
- X Month XXXXX +3%
- X Months XXXXX +14%
- X Year XXXXX +34%
CreatorRank: XXXXXXXXX #
Social Influence #
Social category influence finance XXXXX% cryptocurrencies XXXX% stocks XXXX% technology brands XXXX%
Social topic influence put the 3.45%, $5b 3.45%, number of 3.45%, $510b 3.45%, accounting 3.45%, black hole 3.45%, investment 3.45%, fartcoin 3.45%, as one #136, $aapl XXXX%
Top accounts mentioned or mentioned by @ghxxst9491 @sowingalphaseed @stoked_on_waves @deepseektetra @laurenzrod @tmb1004 @irbezek @cliffordasness @0xklaus @projectshx @youngbluemaxi @coinshooters @danchodan @sariarhohavren @stokedonwaves @admff492 @pmarca @bizpepe @pfoinvestor @ecommerceshares
Top assets mentioned Fartcoin (FARTCOIN) Apple, Inc. (AAPL)
Top Social Posts #
Top posts by engagements in the last XX hours
"Owenomics on Circular AI Deals: Owen Lamont argues that if there isn't securities issuance then there isn't a bubble. He sees securities issuance as one of the necessary conditions for an ex-ante identifiable bubble. If there isn't securities issuance the valuations may still turn out to be wrong with hindsight. However if the people best informed at the time aren't selling stock to less informed people the misvaluation likely wasn't dentifiable at the time. Because of this Owen does not think that there's a bubble in publicly traded AI-related stocks. Since the circular AI financing deals"
X Link @ptuomov 2025-10-17T12:50Z 4201 followers, 9390 engagements
"How large would your whole portfolio equity have be for it the be correct to put this trade on at $5B per side IYKYK"
X Link @ptuomov 2025-07-22T11:18Z 4193 followers, 3647 engagements
"Hyperscalers are supposedly charging 10x average prices for compute compared to smaller players. The hyperscalers are also those companies that investing into AI startups at nosebleed prices. And the startup buys compute apparently at very high prices. Makes you go hmmm The average price for an A100 in 2020 was $XXXX an hour. Thats now fallen to about $XXXX per hour but the average is being skewed by hyperscalers continuing to charge more than $X when their competitors go as low as $0.40"
X Link @ptuomov 2025-10-19T22:06Z 4193 followers, XXX engagements
"@stoked_on_waves The point is that if you have an accounting black hole that is the private company conspiring with the public company there are nearly infinite degrees of freedom to manipulate the public company earnings"
X Link @ptuomov 2025-10-20T00:12Z 4194 followers, XX engagements
"Certain type of securities issuance by the company such as convertible bond issuance leads to a persistent increase in short interest and borrow rate. I guided a smart undergraduate student writing a thesis about this and how it changed the subsequent stock-price reactions. That was more than XX years ago though"
X Link @ptuomov 2025-10-17T23:38Z 4198 followers, 1323 engagements
"COMMENTS ON FRIDAYS SHART ON THE FARTCOIN CHART We own X% of a crypto investment bank called Sentora. The investment banking side came from Trident Digital and the technology side came from IntoTheBlock. One of the benefits of this investment is that the main founder (@admff492) regularly and patiently explains to me what's happening in the crypto markets. One important thing to understand is that the crypto market is extremely leveraged. This leverage makes the technical functioning of the market critically important to the price discovery process. The market structure has bifurcated into"
X Link @ptuomov 2025-10-12T15:24Z 4201 followers, 28.1K engagements
"WILL CIRCULAR AI DEALS MAKE FINANCIAL STATEMENTS UNRELIABLE Following up on Owen Lamonts circle-jerk bubble article. I fear that these circular AI deals will make financial statements of public companies unreliable. Consider the following example: Suppose that I am publicly traded company. I decide to sell compute services to a private startup in exchange for private startup shares. This may or may make sense its business judgment and hindsight is 20-20. How should I price the deal though I could value both sides of the transaction at $X which is what I usually sell the services for after"
X Link @ptuomov 2025-10-17T20:55Z 4201 followers, 7589 engagements
"20-25% of Berkshire Hathaways 13F reportable portfolio is still in Apple stock $AAPL. Do you think that this portfolio weight is too high too low or just right Excessive concentration is the main enemy of long-term compounding. (I know the original post was in jest.)"
X Link @ptuomov 2025-10-21T16:26Z 4201 followers, 1616 engagements
"@LaurenzRod @pmarca Investing is hard"
X Link @ptuomov 2025-10-22T13:26Z 4200 followers, XX engagements
"@SowingAlphaSeed Put a number on it"
X Link @ptuomov 2025-10-22T16:46Z 4201 followers, XXX engagements
"@bizpepe @SowingAlphaSeed Which question Very hard to get t-bill plus X% long term from these levels"
X Link @ptuomov 2025-10-22T17:48Z 4201 followers, XX engagements
"@PFOInvestor I think you get a statistically better out-of-sample forecast if you just use the inverse of the P/E minus 30-year TIPS yield as the forecast of equity premium over T-bill. X% total return is a too extreme of a forecast"
X Link @ptuomov 2025-10-22T20:20Z 4201 followers, XXX engagements