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# ![@wazumi_cap Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1975309791846424577.png) @wazumi_cap Wazumi Capital

Wazumi Capital posts on X about $kyiv, $gig, gig, $fds the most. They currently have XX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.

### Engagements: XXXXX [#](/creator/twitter::1975309791846424577/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1975309791846424577/c:line/m:interactions.svg)

- X Week XXXXX +122%

### Mentions: XX [#](/creator/twitter::1975309791846424577/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1975309791846424577/c:line/m:posts_active.svg)

- X Week XX +144%

### Followers: XX [#](/creator/twitter::1975309791846424577/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1975309791846424577/c:line/m:followers.svg)

- X Week XX +138%

### CreatorRank: XXXXXXXXX [#](/creator/twitter::1975309791846424577/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1975309791846424577/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1975309791846424577/influence)
---

**Social category influence**
[stocks](/list/stocks)  XXXXX% [finance](/list/finance)  XXXXX% [technology brands](/list/technology-brands)  XXXX% [fashion brands](/list/fashion-brands)  XXXX% [vc firms](/list/vc-firms)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX%

**Social topic influence**
[$kyiv](/topic/$kyiv) #8, [$gig](/topic/$gig) 6.06%, [gig](/topic/gig) 6.06%, [$fds](/topic/$fds) #2, [money](/topic/money) 6.06%, [$lulu](/topic/$lulu) #286, [lulu](/topic/lulu) 6.06%, [exit](/topic/exit) 3.03%, [scratch](/topic/scratch) 3.03%, [learn to](/topic/learn-to) XXXX%

**Top accounts mentioned or mentioned by**
[@lootdropcapital](/creator/undefined) [@compoundinglab](/creator/undefined) [@deepdishenjoyer](/creator/undefined) [@saynototrading](/creator/undefined) [@blackboxstocks](/creator/undefined) [@dollarbill100](/creator/undefined) [@blondesnmoney](/creator/undefined) [@hatedmoats](/creator/undefined) [@investingluc](/creator/undefined) [@buccocapital](/creator/undefined) [@freezingfintake](/creator/undefined) [@dollar_bill_100](/creator/undefined) [@d_letap](/creator/undefined) [@solutionorganic](/creator/undefined) [@luclapierre8](/creator/undefined)

**Top assets mentioned**
[Kyivstar Group Ltd. Common Shares (KYIV)](/topic/$kyiv) [Factset Research Systems, Inc. (FDS)](/topic/$fds) [Lululemon Athletica Inc (LULU)](/topic/$lulu) [Microsoft Corp. (MSFT)](/topic/microsoft) [KKR & Co, Inc. (KKR)](/topic/$kkr) [Victoria's Secret & Co. (VSCO)](/topic/$vsco) [Kohl's Corporation (KSS)](/topic/$kss) [American Eagle Outfitters (AEO)](/topic/$aeo) [Abercrombie & Fitch Co. (ANF)](/topic/$anf) [Duolingo, Inc. Class A Common Stock (DUOL)](/topic/$duol) [S&P Global Inc (SPGI)](/topic/$spgi) [Cream (CRM)](/topic/$crm) [Adobe, Inc. (ADBE)](/topic/$adbe) [Simpson Manufacturing Co., Inc. (SSD)](/topic/$ssd) [Rocket Companies, Inc. (RKT)](/topic/$rkt) [Effect.AI (EFX)](/topic/$efx) [Owens Corning (OC)](/topic/$oc) [Intel Corporation (INTC)](/topic/$intc) [MP Materials Corp. (MP)](/topic/$mp) [Huntington Ingalls Industries Inc (HII)](/topic/$hii)
### Top Social Posts [#](/creator/twitter::1975309791846424577/posts)
---
Top posts by engagements in the last XX hours

"Long $kyiv Nov XX 15C XXX 30bps"  
[X Link](https://x.com/wazumi_cap/status/1978867958006059476) [@wazumi_cap](/creator/x/wazumi_cap) 2025-10-16T16:57Z XX followers, XXX engagements


"exit $kyiv XXXX for a scratch might reenter sometime war ending soon it seems"  
[X Link](https://x.com/wazumi_cap/status/1979256309997539609) [@wazumi_cap](/creator/x/wazumi_cap) 2025-10-17T18:40Z XX followers, XXX engagements


"exit $gig XX for a loss"  
[X Link](https://x.com/wazumi_cap/status/1976656149756989687) [@wazumi_cap](/creator/x/wazumi_cap) 2025-10-10T14:28Z XX followers, XXX engagements


"$gig pumped fml need to learn to trust the scams"  
[X Link](https://x.com/wazumi_cap/status/1978481654462304273) [@wazumi_cap](/creator/x/wazumi_cap) 2025-10-15T15:22Z XX followers, XXX engagements


"@LootDropCapital Way undervalued bro its like 1/3 of the business and survives on its own Microsoft is like 3-5 fiefdoms united in a federation"  
[X Link](https://x.com/wazumi_cap/status/1979044039660818833) [@wazumi_cap](/creator/x/wazumi_cap) 2025-10-17T04:37Z XX followers, XX engagements


"@FreezingFinTake $kkr has returned XXX% since that post Whats your point"  
[X Link](https://x.com/wazumi_cap/status/1976086312240415108) [@wazumi_cap](/creator/x/wazumi_cap) 2025-10-09T00:44Z XX followers, 2946 engagements


"$fds quick thesis: Their earnings guidance dip is due to reinvestment for growth not because rev is declining. I think they can earn it back if their AI tools attract customers and will be able to recover margins X years out. At a XX fwd PE this is a buy"  
[X Link](https://x.com/wazumi_cap/status/1977542323635671205) [@wazumi_cap](/creator/x/wazumi_cap) 2025-10-13T01:10Z XX followers, XX engagements


"$vsco keeps going up and I dont even know why. $kss $aeo $anf all not moving I mean Ill take the W but it would be nice to know"  
[X Link](https://x.com/wazumi_cap/status/1978522759907922382) [@wazumi_cap](/creator/x/wazumi_cap) 2025-10-15T18:05Z XX followers, XXX engagements


"Coatue and a16z reading this"  
[X Link](https://x.com/wazumi_cap/status/1979465992272253273) [@wazumi_cap](/creator/x/wazumi_cap) 2025-10-18T08:34Z XX followers, XXX engagements


"This is like the perfect fintwit baitpost btw X. Working vs retiring (polarizing topic) X. Ridiculously large paychecks (encourage comments disagreeing) It could only be made better if he said he does this cos 100M isnt enough to retire"  
[X Link](https://x.com/wazumi_cap/status/1979713272359342168) [@wazumi_cap](/creator/x/wazumi_cap) 2025-10-19T00:56Z XX followers, XX engagements


"@LootDropCapital @CompoundingLab So much wrong with this - XXX% WACC & X% constant growth over X years for a company whose moat is invaded to the fact you didnt mention Vuori to the fact that you didnt even proofread your analysis because you bolded random words in the sentence"  
[X Link](https://x.com/wazumi_cap/status/1980090371981074490) [@wazumi_cap](/creator/x/wazumi_cap) 2025-10-20T01:55Z XX followers, XX engagements


"@LootDropCapital @CompoundingLab But honestly DCFs are kinda bs anyway. The biggest issue with this analysis is that it talks about everything except what matters. $lulu has two big concerns - athleisure trend slowing competitors getting stronger"  
[X Link](https://x.com/wazumi_cap/status/1980090516223185173) [@wazumi_cap](/creator/x/wazumi_cap) 2025-10-20T01:55Z XX followers, XXX engagements


"@LootDropCapital @CompoundingLab Focusing on the quantitative and not the qualitative is what leads people to buy value traps (this post explains well)"  
[X Link](https://x.com/wazumi_cap/status/1980090994017407207) [@wazumi_cap](/creator/x/wazumi_cap) 2025-10-20T01:57Z XX followers, XXX engagements


"@LootDropCapital @CompoundingLab at the end of the day buying $lulu is its own punishment That said I wish you the best of luck"  
[X Link](https://x.com/wazumi_cap/status/1980091315762483562) [@wazumi_cap](/creator/x/wazumi_cap) 2025-10-20T01:58Z XX followers, XXX engagements


"My mid-term investing theses (1yr) are that X. AI will not destroy SaaS X. Housing sales will increase X. National champions will win"  
[X Link](https://x.com/wazumi_cap/status/1980099229894000716) [@wazumi_cap](/creator/x/wazumi_cap) 2025-10-20T02:30Z XX followers, XX engagements


"1. AI is nothing more than API calls and SaaS companies will leverage it to drive customer value. Big concern is margins as AI costs more than AWS. But prices will come down & if they don't AI is a scam anw. Plays: $crm $adbe $duol $fds $spgi"  
[X Link](https://x.com/wazumi_cap/status/1980099230955180520) [@wazumi_cap](/creator/x/wazumi_cap) 2025-10-20T02:30Z XX followers, XXX engagements


"2. Housing is a voter priority and Trump will address it. He will cut rates force homebuilders to build more homes and grant more tax breaks to homeowners. Plays: $rkt $efx $oc $ssd and homebuilders* (via etf)"  
[X Link](https://x.com/wazumi_cap/status/1980099231995273314) [@wazumi_cap](/creator/x/wazumi_cap) 2025-10-20T02:30Z XX followers, XXX engagements


"I must confess I don't know much about housing so I just bought a broad basket at equal weight *homebuilders are special because they will lose money in this scenario. But my view is since Pulte is in office they will get some tax breaks"  
[X Link](https://x.com/wazumi_cap/status/1980099233178157474) [@wazumi_cap](/creator/x/wazumi_cap) 2025-10-20T02:30Z XX followers, XX engagements


"3. Any company that domestically manufactures goods critical to US dominance will win. Plays: $intc an obvious one whose thesis is playing out today. $asml downstream of that. Used to have $hii but sold. Missed $mp and still kicking myself for that"  
[X Link](https://x.com/wazumi_cap/status/1980099234293829733) [@wazumi_cap](/creator/x/wazumi_cap) 2025-10-20T02:30Z XX 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.]

@wazumi_cap Avatar @wazumi_cap Wazumi Capital

Wazumi Capital posts on X about $kyiv, $gig, gig, $fds the most. They currently have XX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.

Engagements: XXXXX #

Engagements Line Chart

  • X Week XXXXX +122%

Mentions: XX #

Mentions Line Chart

  • X Week XX +144%

Followers: XX #

Followers Line Chart

  • X Week XX +138%

CreatorRank: XXXXXXXXX #

CreatorRank Line Chart

Social Influence #


Social category influence stocks XXXXX% finance XXXXX% technology brands XXXX% fashion brands XXXX% vc firms XXXX% cryptocurrencies XXXX%

Social topic influence $kyiv #8, $gig 6.06%, gig 6.06%, $fds #2, money 6.06%, $lulu #286, lulu 6.06%, exit 3.03%, scratch 3.03%, learn to XXXX%

Top accounts mentioned or mentioned by @lootdropcapital @compoundinglab @deepdishenjoyer @saynototrading @blackboxstocks @dollarbill100 @blondesnmoney @hatedmoats @investingluc @buccocapital @freezingfintake @dollar_bill_100 @d_letap @solutionorganic @luclapierre8

Top assets mentioned Kyivstar Group Ltd. Common Shares (KYIV) Factset Research Systems, Inc. (FDS) Lululemon Athletica Inc (LULU) Microsoft Corp. (MSFT) KKR & Co, Inc. (KKR) Victoria's Secret & Co. (VSCO) Kohl's Corporation (KSS) American Eagle Outfitters (AEO) Abercrombie & Fitch Co. (ANF) Duolingo, Inc. Class A Common Stock (DUOL) S&P Global Inc (SPGI) Cream (CRM) Adobe, Inc. (ADBE) Simpson Manufacturing Co., Inc. (SSD) Rocket Companies, Inc. (RKT) Effect.AI (EFX) Owens Corning (OC) Intel Corporation (INTC) MP Materials Corp. (MP) Huntington Ingalls Industries Inc (HII)

Top Social Posts #


Top posts by engagements in the last XX hours

"Long $kyiv Nov XX 15C XXX 30bps"
X Link @wazumi_cap 2025-10-16T16:57Z XX followers, XXX engagements

"exit $kyiv XXXX for a scratch might reenter sometime war ending soon it seems"
X Link @wazumi_cap 2025-10-17T18:40Z XX followers, XXX engagements

"exit $gig XX for a loss"
X Link @wazumi_cap 2025-10-10T14:28Z XX followers, XXX engagements

"$gig pumped fml need to learn to trust the scams"
X Link @wazumi_cap 2025-10-15T15:22Z XX followers, XXX engagements

"@LootDropCapital Way undervalued bro its like 1/3 of the business and survives on its own Microsoft is like 3-5 fiefdoms united in a federation"
X Link @wazumi_cap 2025-10-17T04:37Z XX followers, XX engagements

"@FreezingFinTake $kkr has returned XXX% since that post Whats your point"
X Link @wazumi_cap 2025-10-09T00:44Z XX followers, 2946 engagements

"$fds quick thesis: Their earnings guidance dip is due to reinvestment for growth not because rev is declining. I think they can earn it back if their AI tools attract customers and will be able to recover margins X years out. At a XX fwd PE this is a buy"
X Link @wazumi_cap 2025-10-13T01:10Z XX followers, XX engagements

"$vsco keeps going up and I dont even know why. $kss $aeo $anf all not moving I mean Ill take the W but it would be nice to know"
X Link @wazumi_cap 2025-10-15T18:05Z XX followers, XXX engagements

"Coatue and a16z reading this"
X Link @wazumi_cap 2025-10-18T08:34Z XX followers, XXX engagements

"This is like the perfect fintwit baitpost btw X. Working vs retiring (polarizing topic) X. Ridiculously large paychecks (encourage comments disagreeing) It could only be made better if he said he does this cos 100M isnt enough to retire"
X Link @wazumi_cap 2025-10-19T00:56Z XX followers, XX engagements

"@LootDropCapital @CompoundingLab So much wrong with this - XXX% WACC & X% constant growth over X years for a company whose moat is invaded to the fact you didnt mention Vuori to the fact that you didnt even proofread your analysis because you bolded random words in the sentence"
X Link @wazumi_cap 2025-10-20T01:55Z XX followers, XX engagements

"@LootDropCapital @CompoundingLab But honestly DCFs are kinda bs anyway. The biggest issue with this analysis is that it talks about everything except what matters. $lulu has two big concerns - athleisure trend slowing competitors getting stronger"
X Link @wazumi_cap 2025-10-20T01:55Z XX followers, XXX engagements

"@LootDropCapital @CompoundingLab Focusing on the quantitative and not the qualitative is what leads people to buy value traps (this post explains well)"
X Link @wazumi_cap 2025-10-20T01:57Z XX followers, XXX engagements

"@LootDropCapital @CompoundingLab at the end of the day buying $lulu is its own punishment That said I wish you the best of luck"
X Link @wazumi_cap 2025-10-20T01:58Z XX followers, XXX engagements

"My mid-term investing theses (1yr) are that X. AI will not destroy SaaS X. Housing sales will increase X. National champions will win"
X Link @wazumi_cap 2025-10-20T02:30Z XX followers, XX engagements

"1. AI is nothing more than API calls and SaaS companies will leverage it to drive customer value. Big concern is margins as AI costs more than AWS. But prices will come down & if they don't AI is a scam anw. Plays: $crm $adbe $duol $fds $spgi"
X Link @wazumi_cap 2025-10-20T02:30Z XX followers, XXX engagements

"2. Housing is a voter priority and Trump will address it. He will cut rates force homebuilders to build more homes and grant more tax breaks to homeowners. Plays: $rkt $efx $oc $ssd and homebuilders* (via etf)"
X Link @wazumi_cap 2025-10-20T02:30Z XX followers, XXX engagements

"I must confess I don't know much about housing so I just bought a broad basket at equal weight *homebuilders are special because they will lose money in this scenario. But my view is since Pulte is in office they will get some tax breaks"
X Link @wazumi_cap 2025-10-20T02:30Z XX followers, XX engagements

"3. Any company that domestically manufactures goods critical to US dominance will win. Plays: $intc an obvious one whose thesis is playing out today. $asml downstream of that. Used to have $hii but sold. Missed $mp and still kicking myself for that"
X Link @wazumi_cap 2025-10-20T02:30Z XX followers, XXX engagements

@wazumi_cap
/creator/twitter::wazumi_cap