# ![@sosacapital Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1298757916292456448.png) @sosacapital Alejandro Sosa

Alejandro Sosa posts on X about $snap, $jd, $meta, meta the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1298757916292456448/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1298757916292456448/c:line/m:interactions.svg)

- [--] Week [------] +151%
- [--] Month [------] +616%
- [--] Months [------] +193%
- [--] Year [-------] +1,047%

### Mentions: [--] [#](/creator/twitter::1298757916292456448/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1298757916292456448/c:line/m:posts_active.svg)

- [--] Months [--] +11%
- [--] Year [--] +246%

### Followers: [---] [#](/creator/twitter::1298757916292456448/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1298757916292456448/c:line/m:followers.svg)

- [--] Week [---] +6.90%
- [--] Month [---] +7.30%
- [--] Months [---] +11%
- [--] Year [---] +59%

### CreatorRank: [---------] [#](/creator/twitter::1298757916292456448/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1298757916292456448/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  72% [technology brands](/list/technology-brands)  26% [finance](/list/finance)  17% [social networks](/list/social-networks)  14% [countries](/list/countries)  6% [celebrities](/list/celebrities)  1% [travel destinations](/list/travel-destinations)  1%

**Social topic influence**
[$snap](/topic/$snap) #42, [$jd](/topic/$jd) 25%, [$meta](/topic/$meta) #814, [meta](/topic/meta) 14%, [$pins](/topic/$pins) 10%, [$rddt](/topic/$rddt) 6%, [snap](/topic/snap) 5%, [snapchat](/topic/snapchat) 5%, [$baba](/topic/$baba) 5%, [social media](/topic/social-media) 4%

**Top accounts mentioned or mentioned by**
[@finphysnerd](/creator/undefined) [@kafka7invest](/creator/undefined) [@cubistcap](/creator/undefined) [@werewolfholding](/creator/undefined) [@realroseceline](/creator/undefined) [@cnbc](/creator/undefined) [@santibaldu](/creator/undefined) [@theminicapital](/creator/undefined) [@ragingbullcap](/creator/undefined) [@theshortbear](/creator/undefined) [@stocksandbjj](/creator/undefined) [@flexinvest7](/creator/undefined) [@jrk3420](/creator/undefined) [@grok](/creator/undefined) [@deepvaluebagger](/creator/undefined) [@jack64128896](/creator/undefined) [@boxlongs](/creator/undefined) [@mmatters22596](/creator/undefined) [@nevrose](/creator/undefined) [@snap](/creator/undefined)

**Top assets mentioned**
[Snap, Inc. (SNAP)](/topic/$snap) [Metadium (META)](/topic/$meta) [Pinterest, Inc. (PINS)](/topic/$pins) [Reddit, Inc.  (RDDT)](/topic/$rddt) [Alibaba Group (BABA)](/topic/$baba) [Chagee Holdings Ltd. (CHA)](/topic/$cha) [Trade Desk, Inc. (TTD)](/topic/$ttd) [Adobe, Inc. (ADBE)](/topic/$adbe) [MercadoLibre Inc (MELI)](/topic/$meli) [Coupang, Inc.  (CPNG)](/topic/$cpng) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Micron Technology, Inc. (MU)](/topic/$mu)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$SNAP has never been this cheap"  
[X Link](https://x.com/sosacapital/status/2020285572330537300)  2026-02-07T23:56Z [---] followers, [----] engagements


"$CHA is up 13% from low of day. $CHA at $11 pre-market is one of the most obvious longs in the market right now. https://t.co/rPsIypTTP2 $CHA at $11 pre-market is one of the most obvious longs in the market right now. https://t.co/rPsIypTTP2"  
[X Link](https://x.com/sosacapital/status/2004605761901732001)  2025-12-26T17:30Z [---] followers, [---] engagements


"The bottom for at least the coming years could be in today for $SNAP IMO"  
[X Link](https://x.com/sosacapital/status/2018702559117029619)  2026-02-03T15:06Z [---] followers, [---] engagements


"The Crucible Moment for $SNAP tomorrow"  
[X Link](https://x.com/sosacapital/status/2018829916641669435)  2026-02-03T23:32Z [---] followers, [---] engagements


"The same is even more true for $SNAP. Priced for bankruptcy at this point. Would not be surprised if we see a 3X this year. We are starting to enter price territories for some stocks (thinking $TTD $PINS) that can really only be justified if they miss [----] by 30% or more IMO. I am NOT saying go out and catch a falling knife. these names have hair on them. just something to consider into EPS. We are starting to enter price territories for some stocks (thinking $TTD $PINS) that can really only be justified if they miss [----] by 30% or more IMO. I am NOT saying go out and catch a falling knife."  
[X Link](https://x.com/sosacapital/status/2018830614305378762)  2026-02-03T23:35Z [---] followers, [---] engagements


"Wouldnt be surprised if we see $SNAP 3X sometime this year"  
[X Link](https://x.com/sosacapital/status/2018831615292792927)  2026-02-03T23:38Z [---] followers, [----] engagements


"Back to $8 soon $SNAP"  
[X Link](https://x.com/sosacapital/status/2019131962196361685)  2026-02-04T19:32Z [---] followers, [---] engagements


"$SNAP up just 1.5% after hours is pathetic"  
[X Link](https://x.com/sosacapital/status/2019180373805076734)  2026-02-04T22:44Z [---] followers, [---] engagements


"And yet this seems to go unnoticed $SNAP @DeepValueBagger @realroseceline They just reported first positive operating income for the first time in almost a decade in going public $snap today https://t.co/PbX4edBWXw @DeepValueBagger @realroseceline They just reported first positive operating income for the first time in almost a decade in going public $snap today https://t.co/PbX4edBWXw"  
[X Link](https://x.com/sosacapital/status/2019220639001801012)  2026-02-05T01:24Z [---] followers, [---] engagements


"6X todays valuation for $SNAP $SNAP famously turned down a $3b offer from $META in [----] later amounts of $6b were reportedly considered. If Spiegel wouldve sold for $META stock in [----] or FB back then this stake would be worth roughly $60b today. $SNAP famously turned down a $3b offer from $META in [----] later amounts of $6b were reportedly considered. If Spiegel wouldve sold for $META stock in [----] or FB back then this stake would be worth roughly $60b today"  
[X Link](https://x.com/sosacapital/status/2019463382655533430)  2026-02-05T17:29Z [---] followers, [---] engagements


"@WerewolfHolding @CNBC Nothing too exciting it seems"  
[X Link](https://x.com/sosacapital/status/2019488335111065610)  2026-02-05T19:08Z [---] followers, [--] engagements


"$SNAP ended today -20% from pre-market highs"  
[X Link](https://x.com/sosacapital/status/2019528448348475670)  2026-02-05T21:47Z [---] followers, [---] engagements


"This isnt a crypto alt coin rug pull. Its $SNAP down 44% from [----] highs and down 20% from todays pre-market highs after Q4 [--] earnings. Is this the startup style return potential Evan Spiegel mentioned in the Crucible Moment memo"  
[X Link](https://x.com/sosacapital/status/2019530690346512865)  2026-02-05T21:56Z [---] followers, [----] engagements


"Thought experiment roughly what would the cost be of reaching 1b monthly active users and profitability for a new social media platform A whole lot more than $9b is my guess. $SNAP"  
[X Link](https://x.com/sosacapital/status/2019534723480187038)  2026-02-05T22:12Z [---] followers, [---] engagements


"Instead of getting robbed of novelties (map disappearing messaging stories foto messaging AR filters) $SNAP should to differentiate their own offering. Think boards topic chat/spotlight searchable posts communities. More ad heavy components as well improve ARPU"  
[X Link](https://x.com/sosacapital/status/2019536460534411682)  2026-02-05T22:19Z [---] followers, [---] engagements


"Wouldnt be surprised if some PIF type big shot would invest in $SNAP at these levels or in the new Specs subsidiary. Prince Alwaleed bin Talal for example upped his stake to 2.8% in September last year. At least a 30% discount to his September purchase wouldnt be too bad"  
[X Link](https://x.com/sosacapital/status/2019613637061820485)  2026-02-06T03:26Z [---] followers, [---] engagements


"Xiaohongshu is superior to Pinterest and the Instagram discover page in every way. Reportedly valued at $50b in late [----]. $PINS $META"  
[X Link](https://x.com/sosacapital/status/2019956439570358481)  2026-02-07T02:08Z [---] followers, [---] engagements


"Most overlooked part of the Q4 call $SNAP: creativity. I mean one of the things we love to do is invent new services and we've got a bunch of ideas for new apps for example that we could build using these AI tools and deploy very very quickly leveraging of course 1/2"  
[X Link](https://x.com/sosacapital/status/2020227358670876858)  2026-02-07T20:05Z [---] followers, [---] engagements


"Some of the functionality seems to be built already around the Perplexity chat bot in $SNAP. Rollout was expected early [----]. No updates on the Perplexity deal during the Q4 call. Just an addition to the Snapchat support site and these minimal integrations thats it for now"  
[X Link](https://x.com/sosacapital/status/2020290115579662465)  2026-02-08T00:14Z [---] followers, [----] engagements


"Snap MyAI just confirmed it the Perplexity deal is on. When asking for more features: memory + Snap camera integration. $SNAP @Kafka7invest @Jack64128896 MyAI knows more: https://t.co/65LQbcMW7o @Kafka7invest @Jack64128896 MyAI knows more: https://t.co/65LQbcMW7o"  
[X Link](https://x.com/sosacapital/status/2020631427231219778)  2026-02-08T22:50Z [---] followers, [----] engagements


"Imagine the Xiaohongshu/Rednote team would manage $SNAP. Would be the quickest $10b $100b known to man"  
[X Link](https://x.com/sosacapital/status/2020884441644609907)  2026-02-09T15:36Z [---] followers, [---] engagements


"Do I think $SNAP is undervalued Yes undoubtedly most undervalued social media company. 3X possible in [----] Yes justified even without growing meaningfully in [----]. However Snap has lacked meaningful changes is slow to iterate and underutilizes its 1b user base"  
[X Link](https://x.com/sosacapital/status/2020886268452769983)  2026-02-09T15:43Z [---] followers, [----] engagements


"$PINS might be one of the biggest product failures in social. Xiaohongshu handed them the blueprint: visual discovery community commerce and management still chose to run a 2012-era pre-historic social media playbook. Generational fumble"  
[X Link](https://x.com/sosacapital/status/2020889068305834009)  2026-02-09T15:54Z [---] followers, [---] engagements


"@santibaldu S creo que algunas compaas chinas como $JD y $BZUN siguen estando muy infravaloradas. Me gusta especialmente $JD en estos niveles. La expansin en Europa en general est bastante desapercibida y siguen siendo los ms dominantes en servicios premium de e-commerce en China"  
[X Link](https://x.com/sosacapital/status/2020906024522125806)  2026-02-09T17:01Z [---] followers, [---] engagements


"They friend and failed. Remember Poke No Exactly. Ironically it boosted Snap use tremendously. Zuckerberg tried to buy Snap numerous times it wasnt for sale. Tried to copy it crush it all attempts without success. Keep trying. Long $SNAP. $META is testing a new Instagram app to compete with $SNAP https://t.co/WvvlbVNmAg $META is testing a new Instagram app to compete with $SNAP https://t.co/WvvlbVNmAg"  
[X Link](https://x.com/sosacapital/status/2021019154388832621)  2026-02-10T00:31Z [---] followers, [---] engagements


"Flashback to the last time $META tried to take on $SNAP. $META tried to copy $SNAP and failed (twice). Zuckerberg tried to buy $SNAP but Spiegel didnt sell. Snap innovates Meta copies. Stories is a key Instagram feature Snap created it. Disappearing messages were introduced by Snap Meta copied it. Same thing for filters Snap. https://t.co/xOw7JS5MbH $META tried to copy $SNAP and failed (twice). Zuckerberg tried to buy $SNAP but Spiegel didnt sell. Snap innovates Meta copies. Stories is a key Instagram feature Snap created it. Disappearing messages were introduced by Snap Meta copied it. Same"  
[X Link](https://x.com/sosacapital/status/2021028740948459636)  2026-02-10T01:09Z [---] followers, [---] engagements


"They tried and failed. Remember Poke No Exactly. Ironically it boosted Snap use tremendously. Zuckerberg tried to buy Snap numerous times it wasnt for sale. Tried to copy it crush it all attempts without success. Keep trying. Long $SNAP. $META is testing a new Instagram app to compete with $SNAP https://t.co/WvvlbVNmAg $META is testing a new Instagram app to compete with $SNAP https://t.co/WvvlbVNmAg"  
[X Link](https://x.com/sosacapital/status/2021051143368175655)  2026-02-10T02:38Z [---] followers, [---] engagements


"@finphysnerd Messaging isnt Snaps monetisation problem its the retention engine. Revenue lives in Sponsored Snaps Stories Spotlight Snap+. High-frequency usage + under-monetised in terms of ARPU + have close to 1b users = execution story still early not broken but gl shorting"  
[X Link](https://x.com/sosacapital/status/2021194070509396163)  2026-02-10T12:06Z [---] followers, [---] engagements


"@finphysnerd Yet Snap+ is approaching $1b in ARR. Spotlight reposts and shares up 69% YoY. Theres no arguing that Snap ARPU/market cap /user is poised to grow. 1b users alone should be worth north of $50b"  
[X Link](https://x.com/sosacapital/status/2021198936095236534)  2026-02-10T12:25Z [---] followers, [--] engagements


"@finphysnerd Respectfully I think you miss the point. When the user base consist of approximately 20% of internet users in the world each month the goal is to retain this user base and increase ARPU. You bring up $RDDT and $PINS as successful yet $SNAP has more users than these combined"  
[X Link](https://x.com/sosacapital/status/2021226338158276624)  2026-02-10T14:14Z [---] followers, [---] engagements


"@finphysnerd Dont believe theres a big market for it yet [--] million users in Q4 71% growth YoY and has reached close to $1b in ARR. You talk about there being no growth outside rest of the world yet Europe and North America ARPU is up 20% YoY and 12% respectively"  
[X Link](https://x.com/sosacapital/status/2021227665676497381)  2026-02-10T14:20Z [---] followers, [--] engagements


"@finphysnerd Lying about MAU numbers Then you should report this to the SEC not talk your book without any evidence because you short $SNAP massively over the years. Thats called defamation"  
[X Link](https://x.com/sosacapital/status/2021228483670630904)  2026-02-10T14:23Z [---] followers, [---] engagements


"@BoxLongs $400M is not a small amount for in-app integration if you were to ask me. However it being partially paid in stock without any additional details on the stock/cash ratio is the thing that bothers me"  
[X Link](https://x.com/sosacapital/status/2021229441158922388)  2026-02-10T14:27Z [---] followers, [---] engagements


"So when does the new buyout offer happen $META $SNAP Meta has an internal prototype of an app for sending disappearing messages but it isn't testing externally. Yet. https://t.co/9MKMFJ2qNj Meta has an internal prototype of an app for sending disappearing messages but it isn't testing externally. Yet. https://t.co/9MKMFJ2qNj"  
[X Link](https://x.com/sosacapital/status/2021234344942010723)  2026-02-10T14:46Z [---] followers, [---] engagements


"Another -5% move for $SNAP from pre-market highs barely green on the day"  
[X Link](https://x.com/sosacapital/status/2021329632566395130)  2026-02-10T21:05Z [---] followers, [---] engagements


"Funny how people (value investors) without question consider Tencent one of the top capital allocators in the world and certainly in Asia. Yet these same people fail to recognize that $TCEHY bought $SNAP at avg of around $12-$15 a share and own 15.88% of class A shares"  
[X Link](https://x.com/sosacapital/status/2021348855770677604)  2026-02-10T22:21Z [---] followers, [---] engagements


"Another -4% move from pre-market highs for $SNAP"  
[X Link](https://x.com/sosacapital/status/2021594555070415338)  2026-02-11T14:37Z [---] followers, [---] engagements


"CTO Bobby Murphy sold a total of [-------] shares of Class A Common Stock on February [--] and February [--] [----]. $SNAP"  
[X Link](https://x.com/sosacapital/status/2021596240559919330)  2026-02-11T14:44Z [---] followers, [---] engagements


"$SNAP under $5"  
[X Link](https://x.com/sosacapital/status/2021599293715468723)  2026-02-11T14:56Z [---] followers, [---] engagements


"$SNAP sitting at lowest RSI in years and price levels not seen since IPO. Watching closely for an aggressive bounce from these levels"  
[X Link](https://x.com/sosacapital/status/2021620400904376524)  2026-02-11T16:20Z [---] followers, [----] engagements


"$SNAP Perplexity deal is under appreciated by the market. Snap has the platform with 1b MAUs. Thats where the value is for AI. Granting exposure to this massive audience is what makes money AI will be a commodity"  
[X Link](https://x.com/sosacapital/status/2021627188077109434)  2026-02-11T16:47Z [---] followers, [---] engagements


"If $META is trading at bargain prices what is $SNAP trading at $META mkt cap/daily active user $471 $SNAP mkt cap/daily active user $18 Keep in mind for Meta the DAUs is counted for the family of apps using unique users would increase the dollar amount significantly. Bill Ackman says hes finishing due diligence on a company theyve really wanted to own for years now available at a bargain price My bet is either $META or $ADBE https://t.co/ZGTdtvE4Nb Bill Ackman says hes finishing due diligence on a company theyve really wanted to own for years now available at a bargain price My bet is either"  
[X Link](https://x.com/sosacapital/status/2021628812732359154)  2026-02-11T16:54Z [---] followers, [----] engagements


"$SNAP is too. JUST IN: Elon Musk's 'X' is making $1 billion a year from subscriptions. https://t.co/c48yKqzk2M JUST IN: Elon Musk's 'X' is making $1 billion a year from subscriptions. https://t.co/c48yKqzk2M"  
[X Link](https://x.com/sosacapital/status/2021736580369490275)  2026-02-12T00:02Z [---] followers, [----] engagements


"Who in their right mind would short $SNAP at these levels Fintwit seems confident in shorting this name into oblivion just doesnt make sense. Mkt cap/user is 25X lower than $META"  
[X Link](https://x.com/sosacapital/status/2021737998237483167)  2026-02-12T00:07Z [---] followers, [----] engagements


"Valued 25X lower isnt a typo. Go figure the DAU for $META is reported for their family of apps this means actual market cap per user is significantly higher than 25X. Make it make sense. Who in their right mind would short $SNAP at these levels Fintwit seems confident in shorting this name into oblivion just doesnt make sense. Mkt cap/user is 25X lower than $META. Who in their right mind would short $SNAP at these levels Fintwit seems confident in shorting this name into oblivion just doesnt make sense. Mkt cap/user is 25X lower than $META"  
[X Link](https://x.com/sosacapital/status/2021738397551731077)  2026-02-12T00:09Z [---] followers, [---] engagements


"$SNAP Perplexity deal is on. Snapchat support updated see changes below. This feature is currently testing and will be rolling out slowly"  
[X Link](https://x.com/sosacapital/status/2021625169559556478)  2026-02-11T16:39Z [---] followers, [----] engagements


"Unpopular opinion: $SNAP should be valued higher than $RDDT and $PINS and will be soon"  
[X Link](https://x.com/sosacapital/status/2021025044600848887)  2026-02-10T00:54Z [---] followers, [----] engagements


"Will end up owning about half the company the way Im adding on these $SNAP dips"  
[X Link](https://x.com/sosacapital/status/2021981555573633362)  2026-02-12T16:15Z [---] followers, [----] engagements


"The future is bright for $JD Strong growth a $2.5b European bet and a costly food delivery war with Meituan. $JD strategy is shifting fast here is what you need to know https://t.co/xf0oWclTdP Strong growth a $2.5b European bet and a costly food delivery war with Meituan. $JD strategy is shifting fast here is what you need to know https://t.co/xf0oWclTdP"  
[X Link](https://x.com/sosacapital/status/1979626652117410125)  2025-10-18T19:12Z [---] followers, [---] engagements


"@MMatters22596 Write up on $JD margin pressure attributable to their instant retail battle with Meituan and European growth initiative. Certainly looks very appealing. Cash reserves are enormous. Strong growth a $2.5b European bet and a costly food delivery war with Meituan. $JD strategy is shifting fast here is what you need to know https://t.co/xf0oWclTdP Strong growth a $2.5b European bet and a costly food delivery war with Meituan. $JD strategy is shifting fast here is what you need to know https://t.co/xf0oWclTdP"  
[X Link](https://x.com/sosacapital/status/1979870987383701549)  2025-10-19T11:23Z [---] followers, [---] engagements


"Great keynote at IFA Berlin CEO of JD worldwide and Senior Vice President of Jack Shuai Li shares how $JD is combining logistics technology and international partnerships to redefine retail and customer experience worldwide. https://youtu.be/1dOIs84RUAQ http://JD.com https://youtu.be/1dOIs84RUAQ http://JD.com"  
[X Link](https://x.com/sosacapital/status/1979872772756283620)  2025-10-19T11:30Z [---] followers, [---] engagements


"$JD valuation metrics. Everyone sleeping on this. Undervalued"  
[X Link](https://x.com/sosacapital/status/1979876400086802790)  2025-10-19T11:44Z [---] followers, [---] engagements


"@TheMiniCapital @Kafka7invest @ragingbullcap Also take into account market cap/user for peers is much higher than $SNAP currently. Mkt cap/daily active users (DAU) $SNAP $27.6 $RDDT $330.5 $META $517.2 Rev(Q2)/DAU $SNAP $2.9 $RDDT $4.5 $META $13.7 Mkt cap/monthly active users (MAU) $SNAP $13.9 $PINS $38.1 Rev(Q2)/MAU $SNAP $1.44 $PINS $1.72 *Reddit and Meta dont report MAU Pinterest doesnt report DAU. Mkt cap/daily active users (DAU) $SNAP $27.6 $RDDT $330.5 $META $517.2 Rev(Q2)/DAU $SNAP $2.9 $RDDT $4.5 $META $13.7 Mkt cap/monthly active users (MAU) $SNAP $13.9 $PINS $38.1 Rev(Q2)/MAU $SNAP"  
[X Link](https://x.com/sosacapital/status/1980756745719853310)  2025-10-21T22:03Z [---] followers, [---] engagements


"@TheMiniCapital @Kafka7invest @ragingbullcap Definitly better fundamentals hence trading at higher prices accordingly. However ARPU expansion and market cap/user expansion is more likely to increase for $SNAP IMO given subscription revenue (partially because of charging for memories 5GB) and ad platform improvements"  
[X Link](https://x.com/sosacapital/status/1980949617773592593)  2025-10-22T10:49Z [---] followers, [---] engagements


"ARPU expansion and market cap/user increase is likely for $SNAP IMO given growth in subscription revenue (Snapchat+ partially because of charging for memories 5GB) ad platform improvements and sponsored snap. Currently every DAU $SNAP is valued 10-20x less than peers. Mkt cap/daily active users (DAU) $SNAP $27.6 $RDDT $330.5 $META $517.2 Rev(Q2)/DAU $SNAP $2.9 $RDDT $4.5 $META $13.7 Mkt cap/monthly active users (MAU) $SNAP $13.9 $PINS $38.1 Rev(Q2)/MAU $SNAP $1.44 $PINS $1.72 *Reddit and Meta dont report MAU Pinterest doesnt report DAU. Mkt cap/daily active users (DAU) $SNAP $27.6 $RDDT"  
[X Link](https://x.com/sosacapital/status/1980951699230490971)  2025-10-22T10:57Z [---] followers, [---] engagements


"$SNAP could be worth $50b with close to 1b MAUs. Which is actually conservative relative to $ per MAU for $META $PINS and $RDDT"  
[X Link](https://x.com/sosacapital/status/1982399463437353364)  2025-10-26T10:50Z [---] followers, [----] engagements


"Unpopular opinion: $SNAP should be valued higher than $PINS and will be soon"  
[X Link](https://x.com/sosacapital/status/1985830208046260266)  2025-11-04T22:03Z [---] followers, [----] engagements


"@TheShortBear If thats the thesis just buy $MELI"  
[X Link](https://x.com/sosacapital/status/1986196045970481572)  2025-11-05T22:16Z [---] followers, [----] engagements


"What seems to have gone unnoticed in $SNAP Q3 report: Perplexity is paying $400M for exposure to Snaps [--] billion monthly users. The lesson here is that distribution is the highest-value commodity. Forget the model the platform that controls the users is the one getting paid"  
[X Link](https://x.com/sosacapital/status/1987509282443579641)  2025-11-09T13:15Z [---] followers, [---] engagements


"$JD shouldnt trade at these levels. One of the most overlooked and undervalued assets in the market right now. Barely up 3% post Q3 earnings. 14.9% revenue growth. Long"  
[X Link](https://x.com/sosacapital/status/1988905362947231979)  2025-11-13T09:42Z [---] followers, [---] engagements


"$JD back to pre Q3 earnings levels. +4% gain pre-market has been erased. Doesnt make any sense valuation is substantially lower than all fair value estimates. Could 2x here without looking overly expensive"  
[X Link](https://x.com/sosacapital/status/1988934976587673803)  2025-11-13T11:40Z [---] followers, [---] engagements


"Since today $JD is my largest position"  
[X Link](https://x.com/sosacapital/status/1989460538200658343)  2025-11-14T22:28Z [---] followers, [---] engagements


"$JD is ranked 37th in the world on revenue 516th in terms of market cap. Valuation and fundamentals have long been disconnected"  
[X Link](https://x.com/sosacapital/status/1989750764479062171)  2025-11-15T17:42Z [---] followers, [----] engagements


"Finfluencers are selling $JD January [----] $40 calls at -80%. Bottom is in. You heard it here first"  
[X Link](https://x.com/sosacapital/status/1991508843134873758)  2025-11-20T14:08Z [---] followers, [----] engagements


"I dont care about charts fundamentally $JD is one of the best buys in the market right now"  
[X Link](https://x.com/sosacapital/status/1991601248769016256)  2025-11-20T20:15Z [---] followers, [---] engagements


"$JD right now is the largest position in my portfolio by far"  
[X Link](https://x.com/sosacapital/status/1991604340952559990)  2025-11-20T20:27Z [---] followers, [---] engagements


"$JD CHINA TO MAKE FULL USE POLICIES FOR LARGE-SCALE EQUIPMENT UPGRADES AND TRADE-IN PROGRAMS FOR CONSUMER GOODS #CHINA $SHCOMP $SSEC $ASHR $HSI $KWEB $FXI $HXC $DRAG $YINN $YANG #StockMarket $SHCOMP $SSEC $ASHR $HSI $KWEB $FXI $HXC $DRAG $YINN $YANG #StockMarket https://t.co/L1mJUkLqN1 CHINA TO MAKE FULL USE POLICIES FOR LARGE-SCALE EQUIPMENT UPGRADES AND TRADE-IN PROGRAMS FOR CONSUMER GOODS #CHINA $SHCOMP $SSEC $ASHR $HSI $KWEB $FXI $HXC $DRAG $YINN $YANG #StockMarket $SHCOMP $SSEC $ASHR $HSI $KWEB $FXI $HXC $DRAG $YINN $YANG #StockMarket https://t.co/L1mJUkLqN1"  
[X Link](https://x.com/sosacapital/status/1993582568944378066)  2025-11-26T07:28Z [---] followers, [---] engagements


"The market underestimates $JD European expansion. - Expanding its overseas warehouses and logistics operations. - Takeover of Ceconomy (one of Europes biggest tech retailers) regulatory approval pending. - Launched Joybuy now offering same and next day delivery"  
[X Link](https://x.com/sosacapital/status/1994756553501807062)  2025-11-29T13:13Z [---] followers, [----] engagements


"JoyExpress delivery vehicles spotted in London delivering parcels for Joybuy. $JD"  
[X Link](https://x.com/sosacapital/status/1995076491726770560)  2025-11-30T10:24Z [---] followers, [----] engagements


"The Ceconomy (Media Markt + Saturn) takeover which also includes access to a 22% stake in Fnac Darty will make $JD the biggest electronics retailer in Europe with 1000+ stores. In addition hundreds of job openings for Joybuy currently. $JD European expansion in full swing"  
[X Link](https://x.com/sosacapital/status/1997650742673322457)  2025-12-07T12:53Z [---] followers, [----] engagements


"So let me get this straight. $BIDU is down because of Trumps approval of H200 chips. China then proceeds to limit imports and $BIDU and the whole of China tech remains down pre-market. Make it make sense. $JD $BABA $TCEHY"  
[X Link](https://x.com/sosacapital/status/1998387235989692832)  2025-12-09T13:40Z [---] followers, [---] engagements


"@TheShortBear $JD is the more obvious choice valuation is much more appealing"  
[X Link](https://x.com/sosacapital/status/2000960380307431826)  2025-12-16T16:05Z [---] followers, [---] engagements


"$JD and $CPNG having the same market cap is outrageous. How the market values $JD compared to comps is a mystery to me"  
[X Link](https://x.com/sosacapital/status/2000989428328865865)  2025-12-16T18:00Z [---] followers, [---] engagements


"Cant imagine $JD not ramping through their share buyback program with these prices"  
[X Link](https://x.com/sosacapital/status/2000993610724991354)  2025-12-16T18:17Z [---] followers, [---] engagements


"@stocksandbjj Room for margin compression vs room for margin expansion"  
[X Link](https://x.com/sosacapital/status/2000995014109983220)  2025-12-16T18:22Z [---] followers, [--] engagements


"@stocksandbjj Chinas economy is roughly 11x the size of South Korea and the gap will continue to widen IMO. $JD has just taken over the largest European tech retailer and is expanding in massive ways (also its logistics is the Middle East and Southeast Asia)"  
[X Link](https://x.com/sosacapital/status/2001202274668798340)  2025-12-17T08:06Z [---] followers, [--] engagements


"$JD $BABA $PDD $AMZN"  
[X Link](https://x.com/sosacapital/status/2002022457847296125)  2025-12-19T14:25Z [---] followers, [---] engagements


"Id recommend anyone to watch the Lu Li lecture at Columbia Business School from [----] about his investment philosophy and approach to value investing. $PDD $GOOGL $MU $BABA Li Lu really had $MU as his top bet with more than 1/3 of his entire fund in it. Then proceeded to repark it in $GOOGL full portfolio almost. Now he is on $PDD. Not saying long the latest but boy is it nice to see a multi-B portfolio beeing traded with conviction. To me Li Lu really had $MU as his top bet with more than 1/3 of his entire fund in it. Then proceeded to repark it in $GOOGL full portfolio almost. Now he is on"  
[X Link](https://x.com/sosacapital/status/2007197436067099046)  2026-01-02T21:08Z [---] followers, [---] engagements


"Evan Spiegel is dumping $SNAP again. $30M worth sold already in the first week of [----]. Of course people sell for numerous reasons but its worth noting"  
[X Link](https://x.com/sosacapital/status/2009304912782323731)  2026-01-08T16:43Z [---] followers, [----] engagements


"Which means according to his 10b5-1 trading plan he is done selling $SNAP until September [----]. He can sell stock with a value equal to $30M plus such amount as necessary to attain a value equal to $10M of the gross sale proceeds for additional gifting transactions. Evan Spiegel is dumping $SNAP again. $30M worth sold already in the first week of [----]. Of course people sell for numerous reasons but its worth noting. Evan Spiegel is dumping $SNAP again. $30M worth sold already in the first week of [----]. Of course people sell for numerous reasons but its worth noting"  
[X Link](https://x.com/sosacapital/status/2009307286766854498)  2026-01-08T16:52Z [---] followers, [---] engagements


"@_nevrose_ @Snap @Snapchat @evanspiegel Its pre determined selling of shares. The $30M worth of shares has been reached according to the 10b5-1 filing that will be the total amount until at least September 2026"  
[X Link](https://x.com/sosacapital/status/2009408535894085695)  2026-01-08T23:35Z [---] followers, [---] engagements


"$CHA at $11 pre-market is one of the most obvious longs in the market right now"  
[X Link](https://x.com/sosacapital/status/2004534223517241813)  2025-12-26T12:46Z [---] followers, [----] engagements


"$SNAP earnings due in two days. Long going into earnings. Which means according to his 10b5-1 trading plan he is done selling $SNAP until September [----]. He can sell stock with a value equal to $30M plus such amount as necessary to attain a value equal to $10M of the gross sale proceeds for additional gifting transactions. Which means according to his 10b5-1 trading plan he is done selling $SNAP until September [----]. He can sell stock with a value equal to $30M plus such amount as necessary to attain a value equal to $10M of the gross sale proceeds for additional gifting transactions"  
[X Link](https://x.com/sosacapital/status/2018320829826662883)  2026-02-02T13:49Z [---] followers, [---] engagements


"This is from 10/2025. Since this post: $SNAP -11% $RDDT -7% $META -1% $PINS -31% $SNAP still the best priced out of all these names. ARPU and market cap per user ratio is the lowest by far. Mkt cap/daily active users (DAU) $SNAP $27.6 $RDDT $330.5 $META $517.2 Rev(Q2)/DAU $SNAP $2.9 $RDDT $4.5 $META $13.7 Mkt cap/monthly active users (MAU) $SNAP $13.9 $PINS $38.1 Rev(Q2)/MAU $SNAP $1.44 $PINS $1.72 *Reddit and Meta dont report MAU Pinterest doesnt report DAU. Mkt cap/daily active users (DAU) $SNAP $27.6 $RDDT $330.5 $META $517.2 Rev(Q2)/DAU $SNAP $2.9 $RDDT $4.5 $META $13.7 Mkt cap/monthly"  
[X Link](https://x.com/sosacapital/status/2018356483222614135)  2026-02-02T16:10Z [---] followers, [---] engagements


"@WerewolfHolding @CNBC $SNAP couldve easily been a $100b company already"  
[X Link](https://x.com/sosacapital/status/2018828045470290342)  2026-02-03T23:24Z [---] followers, [---] engagements


"@CubistCap $SNAP shouldnt be trading at these levels. Certainly room for ARPU expansion"  
[X Link](https://x.com/sosacapital/status/2018828664163774674)  2026-02-03T23:27Z [---] followers, [---] engagements


"@realroseceline Snapchat+ alone could carry $SNAP going forward. Growth is phenomenal for the subscription business. Charging for storage alone would be a decent way to get to a low single percentage of DAUs which would get them to profitability"  
[X Link](https://x.com/sosacapital/status/2018829414658961786)  2026-02-03T23:30Z [---] followers, [---] engagements


"@__Con_ Id say early not wrong. $SNAP will probably still play out in 2026"  
[X Link](https://x.com/sosacapital/status/2018829558015811699)  2026-02-03T23:30Z [---] followers, [---] engagements


"Funny thing is the people bearish on $SNAP for countries considering a social media ban for kids are by and large the same people who complain about $SNAP not being able to monetize adolescents"  
[X Link](https://x.com/sosacapital/status/2018831195383955796)  2026-02-03T23:37Z [---] followers, [---] engagements


"@FlexInvest7 If these bans even pass and are enforced in Europe. Spain France and Greece are moving forward with this it seems. Other legislation is largely pending. Minors [--] are worth a fraction in terms of ad revenue for $SNAP and advertising is heavily restricted for this age group"  
[X Link](https://x.com/sosacapital/status/2018833247451648051)  2026-02-03T23:45Z [---] followers, [---] engagements


"@FlexInvest7 It got killed already lol. Response would probably be muted to slightly lower given whats priced in at this price"  
[X Link](https://x.com/sosacapital/status/2018834634600337461)  2026-02-03T23:50Z [---] followers, [---] engagements


"Where is Perplexity $SNAP"  
[X Link](https://x.com/sosacapital/status/2019403742463009163)  2026-02-05T13:32Z [---] followers, [---] engagements


"Positive post ER move for $SNAP now entirely erased"  
[X Link](https://x.com/sosacapital/status/2019418273725755892)  2026-02-05T14:30Z [---] followers, [---] engagements


"$SNAP down on this ER is absurd"  
[X Link](https://x.com/sosacapital/status/2019418577192046937)  2026-02-05T14:31Z [---] followers, [---] engagements


"$SNAP down 10% from pre-market high after posting Q4 earnings"  
[X Link](https://x.com/sosacapital/status/2019419257675919840)  2026-02-05T14:34Z [---] followers, [---] engagements


"$SNAP famously turned down a $3b offer from $META in [----] later amounts of $6b were reportedly considered. If Spiegel wouldve sold for $META stock in [----] or FB back then this stake would be worth roughly $60b today"  
[X Link](https://x.com/sosacapital/status/2019460695020957970)  2026-02-05T17:18Z [---] followers, [---] engagements


"Expectations for $JD are incredibly low people seem even less optimistic since JD joined the food delivery war with $MPNGY and $BABA. Synergies of instant retail with their core business are under-appreciated. Valuations have the worst case priced in it seems. Looking to add. Strong growth a $2.5B European bet and a costly food delivery war with Meituan. $JD strategy is shifting fast heres what you need to know https://t.co/pNJEofxjMe Strong growth a $2.5B European bet and a costly food delivery war with Meituan. $JD strategy is shifting fast heres what you need to know https://t.co/pNJEofxjMe"  
[X Link](https://x.com/sosacapital/status/1957817536541589801)  2025-08-19T14:50Z [---] followers, [---] engagements


"+350% if you wouldve longed $YSG here. $YSG a nice challenge: find any Chinese stock with these kind of fundamentals which is down 40% YTD. $YSG is almost alone in this regard which is surprising given the turnaround in play and growth of skin care segment revenue share which contributes to a higher margin. $YSG a nice challenge: find any Chinese stock with these kind of fundamentals which is down 40% YTD. $YSG is almost alone in this regard which is surprising given the turnaround in play and growth of skin care segment revenue share which contributes to a higher margin"  
[X Link](https://x.com/sosacapital/status/1958806960158966179)  2025-08-22T08:22Z [---] followers, [---] engagements


"$JD seems very well equipped to take on $MPNGY in their instant retail battle. https://www.reuters.com/technology/jdcom-faces-battle-gain-ground-chinas-instant-delivery-market-2025-08-14/ https://www.reuters.com/technology/jdcom-faces-battle-gain-ground-chinas-instant-delivery-market-2025-08-14/"  
[X Link](https://x.com/sosacapital/status/1979871405123764376)  2025-10-19T11:25Z [---] followers, [---] engagements


"$MPNGY giving up on the group buying is of course a great thing for $PDD. On the other hand this probably means that instant retail competition with $JD and $BABA will intensify"  
[X Link](https://x.com/sosacapital/status/2001994723313996170)  2025-12-19T12:35Z [---] 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