Dark | Light
# ![@ACapitalLP Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1464723042005917705.png) @ACapitalLP A Capital

A Capital posts on X about spacex, $sats, sats, ai the most. They currently have [------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1464723042005917705/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1464723042005917705/c:line/m:interactions.svg)

- [--] Week [-------] -12%
- [--] Month [-------] +27%
- [--] Months [---------] +213%
- [--] Year [---------] +139%

### Mentions: [--] [#](/creator/twitter::1464723042005917705/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1464723042005917705/c:line/m:posts_active.svg)

- [--] Week [--] -7.40%
- [--] Month [---] +1.90%
- [--] Months [---] +164%
- [--] Year [-----] +179%

### Followers: [------] [#](/creator/twitter::1464723042005917705/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1464723042005917705/c:line/m:followers.svg)

- [--] Week [------] +1.10%
- [--] Month [------] +2.90%
- [--] Months [------] +30%
- [--] Year [------] +53%

### CreatorRank: [-------] [#](/creator/twitter::1464723042005917705/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1464723042005917705/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  45.63% [finance](/list/finance)  28.16% [technology brands](/list/technology-brands)  23.3% [cryptocurrencies](/list/cryptocurrencies)  23.3% [celebrities](/list/celebrities)  6.8% [countries](/list/countries)  4.85% [luxury brands](/list/luxury-brands)  3.88% [automotive brands](/list/automotive-brands)  3.88% [exchanges](/list/exchanges)  1.94% [musicians](/list/musicians)  1.94%

**Social topic influence**
[spacex](/topic/spacex) #1134, [$sats](/topic/$sats) #28, [sats](/topic/sats) #207, [ai](/topic/ai) 12.62%, [xai](/topic/xai) #837, [ipo](/topic/ipo) #712, [$bdx](/topic/$bdx) 4.85%, [bdx](/topic/bdx) 4.85%, [$pcg](/topic/$pcg) #14, [business](/topic/business) 4.85%

**Top accounts mentioned or mentioned by**
[@grok](/creator/undefined) [@surfshopcapital](/creator/undefined) [@mrmojorisinx](/creator/undefined) [@dayetweets](/creator/undefined) [@origoinvest](/creator/undefined) [@irbezek](/creator/undefined) [@bdeveran](/creator/undefined) [@bondkingjanush1](/creator/undefined) [@stephanedubail](/creator/undefined) [@richard89022768](/creator/undefined) [@rodalzmann](/creator/undefined) [@kf10075](/creator/undefined) [@thehonestticker](/creator/undefined) [@stephane_dubail](/creator/undefined) [@ruhrohraggy99](/creator/undefined) [@realbartleby1](/creator/undefined) [@absreturnchaser](/creator/undefined) [@undrvalue](/creator/undefined) [@periklisrallid1](/creator/undefined) [@anidesh7](/creator/undefined)

**Top assets mentioned**
[SATS (Ordinals) (SATS)](/topic/$sats) [Beldex (BDX)](/topic/$bdx) [PG&E, Corp. (PCG)](/topic/$pcg) [Freeport-McMoRan Inc (FCX)](/topic/$fcx) [TALEN ENERGY CORP  (DE) (TLN)](/topic/$tln) [Ferrari N.V. (RACE)](/topic/$race) [Core Scientific, Inc. Common Stock (CORZ)](/topic/$corz) [Trump Derangement Syndrome (TDS)](/topic/$tds) [Kyndryl Holdings, Inc. (KD)](/topic/$kd) [Live Nation Entertainment, Inc. (LYV)](/topic/$lyv) [Wat (WAT)](/topic/$wat) [IAC/InterActiveCorp Common Stock (IAC)](/topic/$iac) [MGM Resorts International (MGM)](/topic/$mgm) [WW International, Inc. Common Stock (WW)](/topic/$ww) [Confluent, Inc. (CFLT)](/topic/$cflt) [Novo-Nordisk (NVO)](/topic/$nvo) [West Pharmaceutical Services Inc. (WST)](/topic/$wst) [DraftKings Inc. Class A Common Stock (DKNG)](/topic/$dkng) [Loaded Lions (LION)](/topic/$lion) [Edu3Labs (NFE)](/topic/$nfe) [Elme Communities (ELME)](/topic/$elme) [fuboTV Inc. (FUBO)](/topic/$fubo)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Wonder if $RACE (and by extension $EXO.AS) starts to look interesting again post 4Q25 earnings Will have to wait for 2H26 catalysts but entry point seems decent"  
[X Link](https://x.com/ACapitalLP/status/2020164730619400226)  2026-02-07T15:56Z 11.3K followers, [----] engagements


"$EXO.AS is the Agnelli family holding company with a massive stake in Ferrari $RACE. Ferrari reset guidance during its Fall [----] Capital Markets Day (has traded down) and might be close to a floor"  
[X Link](https://x.com/ACapitalLP/status/2020166641221312862)  2026-02-07T16:03Z 11.3K followers, [----] engagements


"Just read the podcast transcript. I debated this topic with Jim on X back in the Spring. Hes right that $LYV AOI is not FCF to equity. AOI is meant to show operating momentum not distributable cash. But venues are a control layer not the value layer (ticketing sponsorship etc.) and a big piece of the historical minority drag was OCESA redeemable NCI that is now rolling off. Treating that leakage as permanent overstates the problem https://twitter.com/i/web/status/2003638914020770037 https://twitter.com/i/web/status/2003638914020770037"  
[X Link](https://x.com/ACapitalLP/status/2003638914020770037)  2025-12-24T01:28Z 11.2K followers, [---] engagements


"Whats your best catalyst special situation idea These are situations where a  can meaningfully change fundamentals or intrinsic value. Not vibes. Not patience. A . Examples: $CORZ - New hyperscale customer announcement. Management has guided to securing a tenant before the next earnings call which would materially change revenue visibility and the HPC narrative. $QURE - AMT-130 regulatory path clarity. Either a defined plan forward or not. Binary implications for probability weighted value. $ABUS - LNP litigation against $MRNA. Summary judgment and the jury trial are real resolution events"  
[X Link](https://x.com/ACapitalLP/status/2004944734653927766)  2025-12-27T15:57Z 11.3K followers, 15.8K engagements


"Whats the $LYV FTC/DOJ bear thesis again First Anywhere Real Estate/Compass cleared HSR without a 2nd request. Then CSG Systems/NEC saw HSR expire without a pull-and-refile. Now Confluent/IBM sailed through HSR. With a far more relaxed posture from the DOJ and FTC it is a good time to be an arbitrageur. $CFLT https://t.co/tIG6xM9NGq First Anywhere Real Estate/Compass cleared HSR without a 2nd request. Then CSG Systems/NEC saw HSR expire without a pull-and-refile. Now Confluent/IBM sailed through HSR. With a far more relaxed posture from the DOJ and FTC it is a good time to be an arbitrageur."  
[X Link](https://x.com/ACapitalLP/status/2011224558188314859)  2026-01-13T23:51Z 11.3K followers, [----] engagements


"Sounds good to me. $TDS Financial engineering.Array Digital ( AD )declares $10.25cash distribution per shr to holders of which TDS (owns 80+%) and files consolidated tax returnAD closed $53.65 TDS as 80%owner pays no federal tax AND gets any tax AD owes re asset sale same cash dynamics in [----] Financial engineering.Array Digital ( AD )declares $10.25cash distribution per shr to holders of which TDS (owns 80+%) and files consolidated tax returnAD closed $53.65 TDS as 80%owner pays no federal tax AND gets any tax AD owes re asset sale same cash dynamics in 2025"  
[X Link](https://x.com/ACapitalLP/status/2011234710438003185)  2026-01-14T00:31Z 11.3K followers, [----] engagements


"Might want to own some investment banking / capital markets stocks NYT: [----] could be a mega IPO year. SpaceX has interviewed banks for a listing and OpenAI + Anthropic have taken early steps by contacting law firm in December. NYT says Anthropic is in talks near a $350B value OpenAI $500B and SpaceX $800B. Timing is still uncertain. https://t.co/CksCS5dhsU NYT: [----] could be a mega IPO year. SpaceX has interviewed banks for a listing and OpenAI + Anthropic have taken early steps by contacting law firm in December. NYT says Anthropic is in talks near a $350B value OpenAI $500B and SpaceX"  
[X Link](https://x.com/ACapitalLP/status/2011567493048123418)  2026-01-14T22:33Z 11.3K followers, [----] engagements


"The $BDX RemainCo (ex $WAT stake) is now trading 10x Do you see it"  
[X Link](https://x.com/ACapitalLP/status/2014719722240045180)  2026-01-23T15:19Z 11.3K followers, [----] engagements


"This explains the overreaction in syringe manufacturers today. For anyone that has crunched the numbers GLP-1s are less than the negative move today $EMBC $WST $BDX An opportunity $NVO oral GLP-1 launch is on a tear lowering BMI lowers medical costs the weight loss might be permanent (below). Lots to do if this starts showing up in utilization data https://t.co/UfjNX7Tu2f $NVO oral GLP-1 launch is on a tear lowering BMI lowers medical costs the weight loss might be permanent (below). Lots to do if this starts showing up in utilization data https://t.co/UfjNX7Tu2f"  
[X Link](https://x.com/ACapitalLP/status/2014726668846321987)  2026-01-23T15:47Z 11.3K followers, [----] engagements


"We call this the shoot first ask questions later pattern. Yesterday $TSAT. Today $BDX. Forced selling first thinking later. Creates a lot of opportunity if youre willing to do the work. 📉📈"  
[X Link](https://x.com/ACapitalLP/status/2014835750030737466)  2026-01-23T23:00Z 11.2K followers, [----] engagements


"Meet my new junior Claude. Zero sleep requirements perfect formatting and somehow teaches me French between turns. Drawback: cant pick up the Sweetgreen order yet. Claude Getting GOOD: $DKNG Data Tracker All the buzz on X seems to be about Claude lately (Claude Code Claude Cowork Claude Excel) so I threw Claude Max this request this morning: This was my entire prompt and what I will show you below took me about [--] minutes. I didn't https://t.co/ZuEvmzfq7B Claude Getting GOOD: $DKNG Data Tracker All the buzz on X seems to be about Claude lately (Claude Code Claude Cowork Claude Excel) so I"  
[X Link](https://x.com/ACapitalLP/status/2015417981757510022)  2026-01-25T13:34Z 11.3K followers, 19.9K engagements


"This thing not getting sold solidifying its place as a long-term trophy asset $LION"  
[X Link](https://x.com/ACapitalLP/status/2015774352709398626)  2026-01-26T13:10Z 11.3K followers, [----] engagements


"Q: If $NFE bondholders are getting equity in NFE Brazil isnt that worth at least 50-60 cents $470mm of EBITDA"  
[X Link](https://x.com/ACapitalLP/status/2015859405967790587)  2026-01-26T18:48Z 11.2K followers, [----] engagements


"@variantview_X Show me the incentive Ill show you the outcome"  
[X Link](https://x.com/ACapitalLP/status/2015876163747389501)  2026-01-26T19:55Z 11.2K followers, [---] engagements


"The $FCX copper catch-up trade is getting interesting. The stock massively de-coupled from the copper miners after the September [--] mudslide at the Grasberg mine. Now youve got explicit restart guidance improving price momentum and a structural copper deficit 🤷♂"  
[X Link](https://x.com/ACapitalLP/status/2015934848146276620)  2026-01-26T23:48Z 11.2K followers, [----] engagements


"Found the $SATS hedge We call it synthetic pre-IPO exposure. It lets you predict the SpaceX price without owning any actual shares in the company https://t.co/YX3zRcQm2q We call it synthetic pre-IPO exposure. It lets you predict the SpaceX price without owning any actual shares in the company https://t.co/YX3zRcQm2q"  
[X Link](https://x.com/ACapitalLP/status/2016306302075470212)  2026-01-28T00:24Z 11.3K followers, [----] engagements


"Whats the bear thesis on $PCG"  
[X Link](https://x.com/ACapitalLP/status/2016606053757046901)  2026-01-28T20:15Z 11.2K followers, [----] engagements


"@MrMojoRisinX Correct. poker players = traders = risk managers"  
[X Link](https://x.com/ACapitalLP/status/2016944279789199572)  2026-01-29T18:39Z 11.2K followers, [---] engagements


"The $SATS selloff looks like a classic shoot first ask questions later move. Market seems to be assuming Elon rolls xAI into SpaceX at an inflated mark diluting $SATS holders direct space exposure. Big assumption. Big reaction. MUSK CONSIDERS MERGING SPACEX AND XAI SpaceX and xAI are reportedly in talks to merge which would unite SpaceX Starlink X and Grok AI under one company according to Reuters. The discussions come ahead of SpaceXs anticipated public debut. MUSK CONSIDERS MERGING SPACEX AND XAI SpaceX and xAI are reportedly in talks to merge which would unite SpaceX Starlink X and Grok AI"  
[X Link](https://x.com/ACapitalLP/status/2016950567436767319)  2026-01-29T19:04Z 11.3K followers, 31.8K engagements


"The non SpaceX component of $SATS is worth $74. If you mark the SpaceX stock at where it transacted that would be another $25. At $113 you are paying $14 for something thats likely worth $70-$80 Do you see it The $SATS selloff looks like a classic shoot first ask questions later move. Market seems to be assuming Elon rolls xAI into SpaceX at an inflated mark diluting $SATS holders direct space exposure. Big assumption. Big reaction. The $SATS selloff looks like a classic shoot first ask questions later move. Market seems to be assuming Elon rolls xAI into SpaceX at an inflated mark diluting"  
[X Link](https://x.com/ACapitalLP/status/2016954057378721909)  2026-01-29T19:18Z 11.3K followers, 26.1K engagements


"Do the math. xAI last round at $230bn. SpaceX marked $800bn. $SATS owns 2.7%. Even if a stock-for-stock merge dilutes that to a flat 2% youre still implicitly valuing SpaceX below $800bn through $SATS. And thats marking xAI at literally $0 (which is not true). Before any $1.5trn IPO math https://twitter.com/i/web/status/2016963882896470239 https://twitter.com/i/web/status/2016963882896470239"  
[X Link](https://x.com/ACapitalLP/status/2016963882896470239)  2026-01-29T19:57Z 11.3K followers, [---] engagements


"Genuine market structure question: whos actually selling $SATS immediately when xAI / SpaceX headlines hit Is it automated/event-driven flows reacting to dilution heuristics or discretionary sellers with a view Trying to understand the mechanics of the initial move"  
[X Link](https://x.com/ACapitalLP/status/2017023803520369037)  2026-01-29T23:55Z 11.3K followers, [----] engagements


"@beefcubee @RuhRohRaggy99 Youre completely ignoring the non-SpaceX side of the business and giving $0 value to XAI: 2% of $1.7 trillion = $34bn + $4bn net cash $14bn of operating assets and $7.5bn of spectrum = $59.2bn or $172/share (+52% upside)"  
[X Link](https://x.com/ACapitalLP/status/2017052244760220126)  2026-01-30T01:48Z 11.2K followers, [---] engagements


"Lotto Ticket: $BITX 1/15/27 $55/$65 C/S"  
[X Link](https://x.com/ACapitalLP/status/2017655499664113829)  2026-01-31T17:45Z 11.2K followers, [----] engagements


"How is $PCG not asymmetric R/R here Youve got SB [---] Phase II wildfire report coming up (4/1/26) and if its even mildly constructive the stock rerates into the low $20s. If it disappoints the downside feels like 1015% Meanwhile youre buying it at a massive discount to the comp set despite some of the best rate base and EPS growth in regulated utilities https://twitter.com/i/web/status/2017711434252067034 https://twitter.com/i/web/status/2017711434252067034"  
[X Link](https://x.com/ACapitalLP/status/2017711434252067034)  2026-01-31T21:27Z 11.3K followers, [----] engagements


"$SATS to $200+ Do you see it @Gfilche @SpaceX @xai For the combined Im a buyer up to $10tr @Gfilche @SpaceX @xai For the combined Im a buyer up to $10tr"  
[X Link](https://x.com/ACapitalLP/status/2017754068999893413)  2026-02-01T00:17Z 11.3K followers, [----] engagements


"I think a successful trade has many components: idea generation structure (including hedging) and execution (entry and exit). The idea is obviously the most important. Without it nothing else really matters Entry points however are often misunderstood and underappreciated. They only make sense in the context of the story. If fundamentals are static think a stable REIT or MLP with no growth or accretive M&A or a well known pair relationship then range trading works. Buy below X sell above Y. Most companies and markets arent static though. The story is constantly evolving. A stock trading down"  
[X Link](https://x.com/ACapitalLP/status/2017995567998112105)  2026-02-01T16:16Z 11.3K followers, [----] engagements


"@BDeveran @Richard89022768 No view one way or the other - I will however likely be onto the next great idea"  
[X Link](https://x.com/ACapitalLP/status/2018011633738555539)  2026-02-01T17:20Z 11.3K followers, [--] engagements


"Is $ELME interesting at these levels Disappointment continues at $ELME with a downward revision of liquidation distributions after missing the initial distribution figure. FWIW the [--] Class B MD / ATL assets they expect to sell imminently are at a 6.6% cap rate. https://t.co/X8VFOVU7I9 Disappointment continues at $ELME with a downward revision of liquidation distributions after missing the initial distribution figure. FWIW the [--] Class B MD / ATL assets they expect to sell imminently are at a 6.6% cap rate. https://t.co/X8VFOVU7I9"  
[X Link](https://x.com/ACapitalLP/status/2018142843865346411)  2026-02-02T02:02Z 11.3K followers, [----] engagements


"Jane Street Algo upon seeing the $SATS / xAI headline: *SPACEX IS SAID TO BE IN ADVANCED TALKS TO COMBINE WITH XAI Elon Musks empire consolidation begins. https://t.co/rIROurvhK3 *SPACEX IS SAID TO BE IN ADVANCED TALKS TO COMBINE WITH XAI Elon Musks empire consolidation begins. https://t.co/rIROurvhK3"  
[X Link](https://x.com/ACapitalLP/status/2018288293943673287)  2026-02-02T11:40Z 11.3K followers, [----] engagements


"$TLN is trading at basically the same level it was right before the July [--] PJM auction and before the two follow-on M&A deals that materially expanded its PJM footprint. Markets acting like none of that happened. Opportunity"  
[X Link](https://x.com/ACapitalLP/status/2018366293125054482)  2026-02-02T16:49Z 11.3K followers, [----] engagements


"Woohoo $SATS SPACEX ACQUIRED XAI VALUING SPACEX AT $1 TRILLION AND XAI AT $250 BILLION - SOURCE SPACEX ACQUIRED XAI VALUING SPACEX AT $1 TRILLION AND XAI AT $250 BILLION - SOURCE"  
[X Link](https://x.com/ACapitalLP/status/2018466811688423720)  2026-02-02T23:29Z 11.3K followers, [----] engagements


"Hey @grok what does a one-way vertical drop on heavy volume at the open with no news usually mean for a stock listed on NYSE Euronext like $UMG"  
[X Link](https://x.com/ACapitalLP/status/2018643731885482194)  2026-02-03T11:12Z 11.3K followers, [----] engagements


"@stephane_dubail @dayetweets @grok https://x.com/acapitallp/status/2018648155072729314 @stephane_dubail @grok Yes its definitely an AI Risk theme today in Europe $PUB.FP $DATA.LN $WKL.AS $HAVAS.AS https://t.co/wJZRgdLR3s https://x.com/acapitallp/status/2018648155072729314 @stephane_dubail @grok Yes its definitely an AI Risk theme today in Europe $PUB.FP $DATA.LN $WKL.AS $HAVAS.AS https://t.co/wJZRgdLR3s"  
[X Link](https://x.com/ACapitalLP/status/2018718411660947459)  2026-02-03T16:09Z 11.3K followers, [---] engagements


"@stephane_dubail @dayetweets @grok US Listing catalyst"  
[X Link](https://x.com/ACapitalLP/status/2018721086133731382)  2026-02-03T16:19Z 11.3K followers, [--] engagements


"Why isnt $FUBO a buy here"  
[X Link](https://x.com/ACapitalLP/status/2018730151727804504)  2026-02-03T16:55Z 11.3K followers, [----] engagements


"@grok Why does Jefferies stock trade down with private credit selloffs even though private credit is a small contributor to Jefferies revenue EBITDA and net income"  
[X Link](https://x.com/ACapitalLP/status/2019018630193705256)  2026-02-04T12:02Z 11.3K followers, [----] engagements


"@MrMojoRisinX Can I just do private equity like all my friends This is not for the faint of heart"  
[X Link](https://x.com/ACapitalLP/status/2019113148981342250)  2026-02-04T18:17Z 11.2K followers, [---] engagements


"$SATS BREAKING: SpaceX advisers have reached out to major index providers including Nasdaq to discuss how SpaceX can join key indexes sooner than normal per WSJ. SpaceX might be joining the S&P [---] very soon. BREAKING: SpaceX advisers have reached out to major index providers including Nasdaq to discuss how SpaceX can join key indexes sooner than normal per WSJ. SpaceX might be joining the S&P [---] very soon"  
[X Link](https://x.com/ACapitalLP/status/2019210307986403422)  2026-02-05T00:43Z 11.3K followers, [----] engagements


"@dayetweets Its impressive and Im sure people rushed to check it out at first but I dont see it ever displacing Taylor Swift and Beyonce - its not just about music quality its about celebrity fan base and following + if a threat ever did emerge $UMG would find a way to monetize"  
[X Link](https://x.com/ACapitalLP/status/2019398644198502446)  2026-02-05T13:12Z 11.2K followers, [---] engagements


"@negligible_cap Go back to my main post the kids are enhancing David Bowies Golden Years with AI tools and mashing it upwith a Kendrick Lamar songthe money still flows to the rights holder"  
[X Link](https://x.com/ACapitalLP/status/2019399265836232800)  2026-02-05T13:14Z 11.2K followers, [---] engagements


"@origoinvest This is probably this biggest dislocation - I dont really care because Im waiting for IPO. Out of curiosity what is $SATS at $107 implying for combined SpaceX / XAI value"  
[X Link](https://x.com/ACapitalLP/status/2019402347298873447)  2026-02-05T13:26Z 11.3K followers, [----] engagements


"@realbartleby1 @origoinvest Nothing has been confirmed. Regardless the second the SpaceX stock is liquid the discount shouldnt be large as it removes all doubt around whether Elon is just making up valuation numbers"  
[X Link](https://x.com/ACapitalLP/status/2019407001491763560)  2026-02-05T13:45Z 11.2K followers, [--] engagements


"Sell the investment banks Anthropic is releasing a new version of its most powerful AI model thats designed to carry out financial research https://t.co/dg14s2gJCO Anthropic is releasing a new version of its most powerful AI model thats designed to carry out financial research https://t.co/dg14s2gJCO"  
[X Link](https://x.com/ACapitalLP/status/2019478570733596898)  2026-02-05T18:29Z 11.2K followers, [----] engagements


"@SurfShopCapital Lets think of second and third derivative trades do we short Miami real estate is Lamborghini even publicly traded Whats 👏 the 👏 trade"  
[X Link](https://x.com/ACapitalLP/status/2019567043779953085)  2026-02-06T00:21Z 11.3K followers, [---] engagements


"@HighyieldHarry Where were the signs "Unless you do the requisite 100-plus hours of studying bitcoin on top of 100-plus hours of MicroStrategy you should not enter this trade" he said. "Because it is a very sophisticated trade that 99.99% of Wall Street doesn't even understand.""  
[X Link](https://x.com/ACapitalLP/status/2019569717984305494)  2026-02-06T00:31Z 11.2K followers, [----] engagements


"@MrMojoRisinX @agnostoxxx Long $FCX / Short $COPX for Glasberg mine reopening"  
[X Link](https://x.com/ACapitalLP/status/2019580212388982800)  2026-02-06T01:13Z 11.3K followers, [---] engagements


"@SurfShopCapital When a secular tailwind causes panic selling its hard to identify what will be a legitimately positive catalyst"  
[X Link](https://x.com/ACapitalLP/status/2019605772959904160)  2026-02-06T02:55Z 11.3K followers, [---] engagements


"$UMG - Kepler Cheuvreux Upgrade (2/6/26)"  
[X Link](https://x.com/ACapitalLP/status/2019737856168902671)  2026-02-06T11:40Z 11.3K followers, [---] engagements


"$SATS SPACEX WILL POWER THE AI FUTURE Elon Musk says AIs biggest limit isnt chips its energy. Data centers are already struggling to get enough power and he believes space is the only place where AI can scale without hitting land grid or regulatory limits. In orbit solar SPACEX WILL POWER THE AI FUTURE Elon Musk says AIs biggest limit isnt chips its energy. Data centers are already struggling to get enough power and he believes space is the only place where AI can scale without hitting land grid or regulatory limits. In orbit solar"  
[X Link](https://x.com/ACapitalLP/status/2019747789312282700)  2026-02-06T12:19Z 11.3K followers, [----] engagements


"@MackinacCap The $IAC stub (IAC ex $MGM stake) is trading at its lowest level in a long time 👀"  
[X Link](https://x.com/ACapitalLP/status/2020172393050960208)  2026-02-07T16:26Z 11.3K followers, [--] engagements


"@absreturnchaser No options either. No thanks"  
[X Link](https://x.com/ACapitalLP/status/2020174147565891820)  2026-02-07T16:33Z 11.3K followers, [---] engagements


"@RodAlzmann $LE - too scarred from Eddies shenanigans at $SHLD $VSNT - very cheap but not sure what catalyzes value $MAPS - too small but will take a look"  
[X Link](https://x.com/ACapitalLP/status/2020178337067421875)  2026-02-07T16:50Z 11.3K followers, [---] engagements


"@kf10075 Was looking at $HON - liked it sub $200"  
[X Link](https://x.com/ACapitalLP/status/2020184744114450656)  2026-02-07T17:15Z 11.3K followers, [---] engagements


"@undrvalue Yes - I think the thematic backdrop for copper in general is strong (there is a lag between high copper prices and new supply coming online) that LO shareholders are waiting for the Indonesia mine restart and that compared to $FM.CN the value hasnt been baked in yet"  
[X Link](https://x.com/ACapitalLP/status/2020187548245717260)  2026-02-07T17:26Z 11.3K followers, [---] engagements


"$IAC digital #s were pretty good. I dont think Ive seen the RemainCo stub (ex- $MGM stake) this cheap in a long time"  
[X Link](https://x.com/ACapitalLP/status/2020195886488510527)  2026-02-07T18:00Z 11.3K followers, [----] engagements


"@BondKingJanusH1 What is this spin"  
[X Link](https://x.com/ACapitalLP/status/2020260691882700836)  2026-02-07T22:17Z 11.3K followers, [---] engagements


"@BondKingJanusH1 Get it right Larry - no excuses. Im hop-scotching the 4Q25 print but agree $BDX RemainCo looks cheap"  
[X Link](https://x.com/ACapitalLP/status/2020280879382237260)  2026-02-07T23:37Z 11.3K followers, [--] engagements


"Had dinner with a friend at a Mag [--] working on artificial intelligence. Being inside the SF tech bubble obviously skews perspective but the mix of excitement paranoia and outright disbelief at the speed of AIs evolution was striking. No one would say legacy enterprise software is dead maybe it adapts but one investor at the table is now allocating capital almost exclusively to hard assets and things they believe simply cannot be displaced. They also think experiences like theme parks concerts and health and wellness get re-rated higher in a high-productivity more free-time world. I think I"  
[X Link](https://x.com/ACapitalLP/status/2020330822478209116)  2026-02-08T02:56Z 11.3K followers, 49K engagements


"This wasnt abstract speculation either. A business owner at the table described how his corporate legal bill is down 90% after adopting @Harvey along with several other real-world examples. The confidence around the implications of AI in actual workflows was extremely high"  
[X Link](https://x.com/ACapitalLP/status/2020333946626798035)  2026-02-08T03:08Z 11.3K followers, [----] engagements


"@SpecialSitsNews Disagree - $FCX still looks like the best relative value given it was hit by mudslides in September [--] and has yet to normalize. Its also pricing $11k per ton and we dont even know what normalized volumes will be $HBM looks rich no"  
[X Link](https://x.com/ACapitalLP/status/2020606743990935793)  2026-02-08T21:12Z 11.3K followers, [----] engagements


"Apollo must be confident in that equity cushion $SATS Sources: Apollo nears a $3.4B loan deal to a Valor-led investment vehicle to buy and lease Nvidia chips to xAI; through fall [----] xAI was burning $1B per month (@mileskruppa / The Information) https://t.co/wdZchhKH7e https://t.co/fKvvpx5GKP Sources: Apollo nears a $3.4B loan deal to a Valor-led investment vehicle to buy and lease Nvidia chips to xAI; through fall [----] xAI was burning $1B per month (@mileskruppa / The Information) https://t.co/wdZchhKH7e https://t.co/fKvvpx5GKP"  
[X Link](https://x.com/ACapitalLP/status/2020891174899216424)  2026-02-09T16:02Z 11.3K followers, [----] engagements


"$KD is a 🍩 right Kyndryl Finance Chief Wyshner Leaves Amid Accounting Review https://t.co/kIdLQ5Ia8V Kyndryl Finance Chief Wyshner Leaves Amid Accounting Review https://t.co/kIdLQ5Ia8V"  
[X Link](https://x.com/ACapitalLP/status/2020968269319139726)  2026-02-09T21:09Z 11.3K followers, [----] engagements


"@PeriklisRallid1 Im trying to figure out what realistic fair value is here"  
[X Link](https://x.com/ACapitalLP/status/2021015884207456602)  2026-02-10T00:18Z 11.3K followers, [--] engagements


"@TheHonestTicker @grok does $KD have debt if so what is net debt per share. Thx"  
[X Link](https://x.com/ACapitalLP/status/2021146154814013737)  2026-02-10T08:56Z 11.3K followers, [----] engagements


"What do we think about $HE / $PCG @anidesh7"  
[X Link](https://x.com/ACapitalLP/status/2010890696656380218)  2026-01-13T01:44Z 11.3K followers, [----] engagements


"I dont think the Google backstop and imminent customer addition is priced in yet $CORZ 🤷♂ $CORZ A major investor in Core Scientific says the firm will lease [---] megawatts to new clients this year; deals would demonstrate durable demand for data centres and that AI in a in a boom not a bubble $CORZ A major investor in Core Scientific says the firm will lease [---] megawatts to new clients this year; deals would demonstrate durable demand for data centres and that AI in a in a boom not a bubble"  
[X Link](https://x.com/ACapitalLP/status/2016119728247291992)  2026-01-27T12:02Z 11.3K followers, [----] engagements


"$TDS getting smoked with Telcos today Opportunity We've regrettably gotten a lot of criticism for our $TDS fair value of $68 instead of one digit higher or one digit lower. Sorry we had to stay true to our valuation methodologies We've regrettably gotten a lot of criticism for our $TDS fair value of $68 instead of one digit higher or one digit lower. Sorry we had to stay true to our valuation methodologies"  
[X Link](https://x.com/ACapitalLP/status/2016175492714356909)  2026-01-27T15:44Z 11.3K followers, [----] engagements


"Paul - you seem like a thoughtful guy but $WW is down 42% in January alone. At what point does risk management dictate trimming or exiting the position I know its hard to walk away from names youve put real work into (see $HPP / $NEXT for me) but how are you framing the risk here https://twitter.com/i/web/status/2016678956779418031 https://twitter.com/i/web/status/2016678956779418031"  
[X Link](https://x.com/ACapitalLP/status/2016678956779418031)  2026-01-29T01:05Z 11.3K followers, [----] engagements


"Anyone looking at $NOK Seems like an interesting pivot/turnaround story $NOK $NOKIA Q4 [----] earnings: The AI Pivot Begins to Pay Off Backed by NVIDIA Nokia closed FY25 with a clear signal that its strategic pivot is working. Q4 Comparable Net Sales grew 3% (constant currency) driven by a massive 17% surge in Optical Networksdirect validation of $NOK $NOKIA Q4 [----] earnings: The AI Pivot Begins to Pay Off Backed by NVIDIA Nokia closed FY25 with a clear signal that its strategic pivot is working. Q4 Comparable Net Sales grew 3% (constant currency) driven by a massive 17% surge in Optical"  
[X Link](https://x.com/ACapitalLP/status/2016944583268069475)  2026-01-29T18:40Z 11.3K followers, [----] engagements


"@SurfShopCapital Didnt realize you ate lunch at Casa Cipriani"  
[X Link](https://x.com/ACapitalLP/status/2018415595536933209)  2026-02-02T20:05Z 11.3K followers, [--] engagements


"@stephane_dubail @grok Yes its definitely an AI Risk theme today in Europe $PUB.FP $DATA.LN $WKL.AS $HAVAS.AS"  
[X Link](https://x.com/ACapitalLP/status/2018648155072729314)  2026-02-03T11:29Z 11.3K followers, [---] engagements


"Marked safe and uncorrelated from momentum unwind $PCG How is $PCG not asymmetric R/R here Youve got SB [---] Phase II wildfire report coming up (4/1/26) and if its even mildly constructive the stock rerates into the low $20s. If it disappoints the downside feels like 1015% Meanwhile youre buying it at a massive discount https://t.co/VsP7fmg2da How is $PCG not asymmetric R/R here Youve got SB [---] Phase II wildfire report coming up (4/1/26) and if its even mildly constructive the stock rerates into the low $20s. If it disappoints the downside feels like 1015% Meanwhile youre buying it at a"  
[X Link](https://x.com/ACapitalLP/status/2019390463917412418)  2026-02-05T12:39Z 11.3K followers, [----] engagements


"@CheapStockGuy @origoinvest Yes youre taking IPO execution risk + its just a nasty tape for spectrum/space related names"  
[X Link](https://x.com/ACapitalLP/status/2019449875792805911)  2026-02-05T16:35Z 11.3K followers, [---] engagements


"AI is taking over the world. Somehow the power and compute it runs on are uninvestable. Make it make sense. $TLN $CORZ"  
[X Link](https://x.com/ACapitalLP/status/2019601517091635398)  2026-02-06T02:38Z 11.3K followers, [----] engagements


"$WMG Read-Across"  
[X Link](https://x.com/ACapitalLP/status/2019737623162724570)  2026-02-06T11:39Z 11.3K followers, [---] engagements


"What are your favorite [----] catalyst-driven ideas right now Ill start: $VSAT - F2 Satellite Deployment (May 26) / Potential Defense Business Spin-Off $PCG - SB [---] Wildfire Liability Study (April 26) $SATS - SpaceX IPO (June 26) $TDS - Special Dividend / Segment Level Disclosures (2Q26) $CODI - Asset Sale / Deleveraging (Summer 2026) $FCX - Grasberg Mine Restart (2Q26) https://twitter.com/i/web/status/2020171968775852392 https://twitter.com/i/web/status/2020171968775852392"  
[X Link](https://x.com/ACapitalLP/status/2020171968775852392)  2026-02-07T16:25Z 11.3K followers, [----] engagements


"$BDX RemainCo seems interesting - creating it sub 12x ex $WAT stake Anyone looking $BDX Q1 [----] earnings: Transition Quarter: Pivot to 'New BD' Masks Earnings Drop BD kicked off FY26 with a massive strategic shiftthe divestiture of its Life Sciences & Diagnostics business to Waters Corp is closing. The rationale is clear in the numbers: while the legacy Life $BDX Q1 [----] earnings: Transition Quarter: Pivot to 'New BD' Masks Earnings Drop BD kicked off FY26 with a massive strategic shiftthe divestiture of its Life Sciences & Diagnostics business to Waters Corp is closing. The rationale is"  
[X Link](https://x.com/ACapitalLP/status/2020890774250881044)  2026-02-09T16:01Z 11.3K followers, [----] engagements


"$RACE was close to a floor $EXO.AS is the Agnelli family holding company with a massive stake in Ferrari $RACE. Ferrari reset guidance during its Fall [----] Capital Markets Day (has traded down) and might be close to a floor https://t.co/ii5jLyoGoF $EXO.AS is the Agnelli family holding company with a massive stake in Ferrari $RACE. Ferrari reset guidance during its Fall [----] Capital Markets Day (has traded down) and might be close to a floor https://t.co/ii5jLyoGoF"  
[X Link](https://x.com/ACapitalLP/status/2021194597993505163)  2026-02-10T12:08Z 11.3K followers, [----] engagements


"Weird divergence in $TLN / $VST price action"  
[X Link](https://x.com/ACapitalLP/status/2021260062870630614)  2026-02-10T16:28Z 11.3K followers, [----] engagements


"@MrMojoRisinX JDS hates $TLN"  
[X Link](https://x.com/ACapitalLP/status/2021278753352016158)  2026-02-10T17:43Z 11.3K followers, [---] engagements


"Think there is value in $KD here. Accounting and post $IBM spin transition services issues were real. But where does this actually normalize Is intrinsic value really zero The Kyndryl $KD Crash An Accounting Disaster or the "Deep Value" Trade of the Decade 1/ The Bloodbath: $KD shares collapsed 50% today hitting an all-time low of $10.74. The headlines are terrifying: CFO resigns immediately delayed 10-Q SEC investigation and admitted https://t.co/bp73kbYoC1 The Kyndryl $KD Crash An Accounting Disaster or the "Deep Value" Trade of the Decade 1/ The Bloodbath: $KD shares collapsed 50% today"  
[X Link](https://x.com/ACapitalLP/status/2021290710536761468)  2026-02-10T18:30Z 11.3K followers, [----] engagements


"@adjebitdax @Barclays @jpmorgan @BankofAmerica @Jefferies Good one 👏"  
[X Link](https://x.com/ACapitalLP/status/2021729899866673188)  2026-02-11T23:35Z 11.3K followers, [---] engagements


"@debt_serious You need a combo of (1) and (2). Thats why the best funds usually have co-founders from both backgrounds: an analyst and a trader. #3 clocks out at the bell and is probably scrolling ESPN half the day"  
[X Link](https://x.com/ACapitalLP/status/2021747736413167894)  2026-02-12T00:46Z 11.3K followers, [--] engagements


"@grok @mattshumer_ No there will be no jobs to staff"  
[X Link](https://x.com/ACapitalLP/status/2022103211554091436)  2026-02-13T00:19Z 11.3K followers, [--] engagements


"Its an intellectual property asset and a royalty stream that self-replenishes currently depressed by a fake AI narrative. Two catalysts fix it: price discovery via a US listing and simple passage of time proving the models resiliency. Its worth $30+ and Im not sure how were not near the floor on value. https://twitter.com/i/web/status/2022116381311823895 https://twitter.com/i/web/status/2022116381311823895"  
[X Link](https://x.com/ACapitalLP/status/2022116381311823895)  2026-02-13T01:11Z 11.3K followers, [---] engagements


"Spent some time digging into $UMG and the AI bear thesis makes zero sense. Nobody wants to listen to fully AI-generated music. The real tailwind is AI as a tool (what we used to call mash-ups) letting users remix speed up and rework iconic songs and ping the catalogue (pay the toll) even more Downside protection from an irreplaceable legally protected asset plus a US listing catalyst Yes please. https://twitter.com/i/web/status/2019388708764463402 https://twitter.com/i/web/status/2019388708764463402"  
[X Link](https://x.com/ACapitalLP/status/2019388708764463402)  2026-02-05T12:32Z 11.3K followers, [----] engagements


"Its hilarious watching sellside software analysts interpret the AI disruption thesis Theyll be the last to admit it because they have deep relationships with the C-suite and have been covering these companies for years. Admitting theres catastrophic change is admitting their coverage (and therefore their job) is at existential risk. Show me the incentive Ill show you the outcome. Its like asking a taxi medallion owner what they think of Uber https://twitter.com/i/web/status/2022111971399659796 https://twitter.com/i/web/status/2022111971399659796"  
[X Link](https://x.com/ACapitalLP/status/2022111971399659796)  2026-02-13T00:53Z 11.3K followers, [----] engagements


"@TheBenSchmark Isnt the stake like 1%"  
[X Link](https://x.com/ACapitalLP/status/2022132431961440715)  2026-02-13T02:15Z 11.3K followers, [----] engagements


"@JaredKubin @DragulaCapital @rev_cap @ShanuMathew93 Does this were so cooked theory apply to off-the-run special situations too or just sector L/S which was always a quarterly earnings guessing game dressed up as process Asking for a friend"  
[X Link](https://x.com/ACapitalLP/status/2015539174447694024)  2026-01-25T21:36Z 11.2K followers, [--] engagements


"@kosVarg66907538 NFE Brazil -$500mm RR EBITDA @ 7.0x = $3.5bn - asset level debt of $1.6bn = $1.9bn of equity value / $3.47bn of bonds = .55"  
[X Link](https://x.com/ACapitalLP/status/2015868226991784422)  2026-01-26T19:23Z 11.2K followers, [---] engagements


"@gordocap18 I dont see how people can short this stock. Even if you dont see upside how do you see massive downside"  
[X Link](https://x.com/ACapitalLP/status/2017988453334474961)  2026-02-01T15:48Z 11.2K followers, [----] engagements


"@Richard89022768 @BDeveran Because the illiquid SpaceX stake will get a real public mark Im a catalyst investooooor once the major catalyst occurs I look for new major catalyst elsewhere"  
[X Link](https://x.com/ACapitalLP/status/2018012945951674732)  2026-02-01T17:25Z 11.2K followers, [--] engagements


"@Richard89022768 @BDeveran Btw what happens between S-1 and IPO if $SATS becomes the most liquid public proxy for SpaceX exposure Could it trade at a premium NAV is also dynamic here. This isnt about narrowing a discount its about the SpaceX IPO catalyst"  
[X Link](https://x.com/ACapitalLP/status/2018015948297453580)  2026-02-01T17:37Z 11.2K followers, [--] engagements


"@TrungTPhan Helped to finance doing a lot of work here. Buying $1mm of primary in a $5bn bond tranche is not financing a $16bn acquisition. By that logic Ive financed half of corporate America. Basically a modern-day JPMorgan"  
[X Link](https://x.com/ACapitalLP/status/2018040645185658987)  2026-02-01T19:15Z 11.2K followers, [----] engagements


"@SurfShopCapital Thx dude. Its not all bad - [----] got tossed. Only hit is you cant use doctrine of equivalents"  
[X Link](https://x.com/ACapitalLP/status/2018396230104031674)  2026-02-02T18:48Z 11.2K followers, [---] engagements


"Are you not entertained @ACapitalLP so what do I do w/ $MRNA. Short the pop @ACapitalLP so what do I do w/ $MRNA. Short the pop"  
[X Link](https://x.com/ACapitalLP/status/2018405684006535575)  2026-02-02T19:26Z 11.2K followers, [----] engagements


"@grok Bad Robot"  
[X Link](https://x.com/ACapitalLP/status/2018644658218496335)  2026-02-03T11:16Z 11.2K followers, [----] engagements


"@stephane_dubail @grok Agree"  
[X Link](https://x.com/ACapitalLP/status/2018653334773837917)  2026-02-03T11:50Z 11.2K followers, [--] engagements


"Private Credit is done. All smoke and mirrors right"  
[X Link](https://x.com/ACapitalLP/status/2018746461073158212)  2026-02-03T18:00Z 11.2K followers, [----] engagements


"Whats the most interesting second derivative Venezuela trade youve seen"  
[X Link](https://x.com/ACapitalLP/status/2010042079750316068)  2026-01-10T17:32Z 11.3K followers, [----] engagements


"Please explain the $WW bull thesis - I still dont get it. Post-reorg equity only makes sense when its a good business trapped in a bad capital structure. If its a bad business and a bad capital structure thats not a turnaround - its a Chapter [--] candidate no The sign of a mature investor is knowing when to admit something didnt work and moving on. Youre never going to bat [--] for [--]. Take the L learn from it and redeploy into something new. @Divergent7651 Can you explain how this does well when GLPs turn into tablet form Thx @Divergent7651 Can you explain how this does well when GLPs turn into"  
[X Link](https://x.com/ACapitalLP/status/2012124500540662016)  2026-01-16T11:27Z 11.3K 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




---

### Category Creators

https://lunarcrush.com/api4/public/category/:category/creators/v1

Get the top creators for a social category

input parameters:

+ **category**: _Provide the category to get details for. A category must be all lower case and can only include letters, numbers, and spaces._ **required**

Example request:

```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/category/musicians/creators/v1
```



Example response:

```json
{
  "data": [
    {
      "creator_id": "youtube::undefined",
      "creator_name": "airshowfansh",
      "creator_avatar": "https://yt3.ggpht.com/cUuwxYNRoYoO_rnBAgPbze39nOMI_rUq0pVmHiM-Fz40TsRDmv8gZcUxvqxLF_bsGzhdVu4u9A=s88-c-k-c0x00ffffff-no-rj",
      "creator_followers": 79600000,
      "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




---

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing

@ACapitalLP Avatar @ACapitalLP A Capital

A Capital posts on X about spacex, $sats, sats, ai the most. They currently have [------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

Engagements: [-----] #

Engagements Line Chart

  • [--] Week [-------] -12%
  • [--] Month [-------] +27%
  • [--] Months [---------] +213%
  • [--] Year [---------] +139%

Mentions: [--] #

Mentions Line Chart

  • [--] Week [--] -7.40%
  • [--] Month [---] +1.90%
  • [--] Months [---] +164%
  • [--] Year [-----] +179%

Followers: [------] #

Followers Line Chart

  • [--] Week [------] +1.10%
  • [--] Month [------] +2.90%
  • [--] Months [------] +30%
  • [--] Year [------] +53%

CreatorRank: [-------] #

CreatorRank Line Chart

Social Influence

Social category influence stocks 45.63% finance 28.16% technology brands 23.3% cryptocurrencies 23.3% celebrities 6.8% countries 4.85% luxury brands 3.88% automotive brands 3.88% exchanges 1.94% musicians 1.94%

Social topic influence spacex #1134, $sats #28, sats #207, ai 12.62%, xai #837, ipo #712, $bdx 4.85%, bdx 4.85%, $pcg #14, business 4.85%

Top accounts mentioned or mentioned by @grok @surfshopcapital @mrmojorisinx @dayetweets @origoinvest @irbezek @bdeveran @bondkingjanush1 @stephanedubail @richard89022768 @rodalzmann @kf10075 @thehonestticker @stephane_dubail @ruhrohraggy99 @realbartleby1 @absreturnchaser @undrvalue @periklisrallid1 @anidesh7

Top assets mentioned SATS (Ordinals) (SATS) Beldex (BDX) PG&E, Corp. (PCG) Freeport-McMoRan Inc (FCX) TALEN ENERGY CORP (DE) (TLN) Ferrari N.V. (RACE) Core Scientific, Inc. Common Stock (CORZ) Trump Derangement Syndrome (TDS) Kyndryl Holdings, Inc. (KD) Live Nation Entertainment, Inc. (LYV) Wat (WAT) IAC/InterActiveCorp Common Stock (IAC) MGM Resorts International (MGM) WW International, Inc. Common Stock (WW) Confluent, Inc. (CFLT) Novo-Nordisk (NVO) West Pharmaceutical Services Inc. (WST) DraftKings Inc. Class A Common Stock (DKNG) Loaded Lions (LION) Edu3Labs (NFE) Elme Communities (ELME) fuboTV Inc. (FUBO)

Top Social Posts

Top posts by engagements in the last [--] hours

"Wonder if $RACE (and by extension $EXO.AS) starts to look interesting again post 4Q25 earnings Will have to wait for 2H26 catalysts but entry point seems decent"
X Link 2026-02-07T15:56Z 11.3K followers, [----] engagements

"$EXO.AS is the Agnelli family holding company with a massive stake in Ferrari $RACE. Ferrari reset guidance during its Fall [----] Capital Markets Day (has traded down) and might be close to a floor"
X Link 2026-02-07T16:03Z 11.3K followers, [----] engagements

"Just read the podcast transcript. I debated this topic with Jim on X back in the Spring. Hes right that $LYV AOI is not FCF to equity. AOI is meant to show operating momentum not distributable cash. But venues are a control layer not the value layer (ticketing sponsorship etc.) and a big piece of the historical minority drag was OCESA redeemable NCI that is now rolling off. Treating that leakage as permanent overstates the problem https://twitter.com/i/web/status/2003638914020770037 https://twitter.com/i/web/status/2003638914020770037"
X Link 2025-12-24T01:28Z 11.2K followers, [---] engagements

"Whats your best catalyst special situation idea These are situations where a can meaningfully change fundamentals or intrinsic value. Not vibes. Not patience. A . Examples: $CORZ - New hyperscale customer announcement. Management has guided to securing a tenant before the next earnings call which would materially change revenue visibility and the HPC narrative. $QURE - AMT-130 regulatory path clarity. Either a defined plan forward or not. Binary implications for probability weighted value. $ABUS - LNP litigation against $MRNA. Summary judgment and the jury trial are real resolution events"
X Link 2025-12-27T15:57Z 11.3K followers, 15.8K engagements

"Whats the $LYV FTC/DOJ bear thesis again First Anywhere Real Estate/Compass cleared HSR without a 2nd request. Then CSG Systems/NEC saw HSR expire without a pull-and-refile. Now Confluent/IBM sailed through HSR. With a far more relaxed posture from the DOJ and FTC it is a good time to be an arbitrageur. $CFLT https://t.co/tIG6xM9NGq First Anywhere Real Estate/Compass cleared HSR without a 2nd request. Then CSG Systems/NEC saw HSR expire without a pull-and-refile. Now Confluent/IBM sailed through HSR. With a far more relaxed posture from the DOJ and FTC it is a good time to be an arbitrageur."
X Link 2026-01-13T23:51Z 11.3K followers, [----] engagements

"Sounds good to me. $TDS Financial engineering.Array Digital ( AD )declares $10.25cash distribution per shr to holders of which TDS (owns 80+%) and files consolidated tax returnAD closed $53.65 TDS as 80%owner pays no federal tax AND gets any tax AD owes re asset sale same cash dynamics in [----] Financial engineering.Array Digital ( AD )declares $10.25cash distribution per shr to holders of which TDS (owns 80+%) and files consolidated tax returnAD closed $53.65 TDS as 80%owner pays no federal tax AND gets any tax AD owes re asset sale same cash dynamics in 2025"
X Link 2026-01-14T00:31Z 11.3K followers, [----] engagements

"Might want to own some investment banking / capital markets stocks NYT: [----] could be a mega IPO year. SpaceX has interviewed banks for a listing and OpenAI + Anthropic have taken early steps by contacting law firm in December. NYT says Anthropic is in talks near a $350B value OpenAI $500B and SpaceX $800B. Timing is still uncertain. https://t.co/CksCS5dhsU NYT: [----] could be a mega IPO year. SpaceX has interviewed banks for a listing and OpenAI + Anthropic have taken early steps by contacting law firm in December. NYT says Anthropic is in talks near a $350B value OpenAI $500B and SpaceX"
X Link 2026-01-14T22:33Z 11.3K followers, [----] engagements

"The $BDX RemainCo (ex $WAT stake) is now trading 10x Do you see it"
X Link 2026-01-23T15:19Z 11.3K followers, [----] engagements

"This explains the overreaction in syringe manufacturers today. For anyone that has crunched the numbers GLP-1s are less than the negative move today $EMBC $WST $BDX An opportunity $NVO oral GLP-1 launch is on a tear lowering BMI lowers medical costs the weight loss might be permanent (below). Lots to do if this starts showing up in utilization data https://t.co/UfjNX7Tu2f $NVO oral GLP-1 launch is on a tear lowering BMI lowers medical costs the weight loss might be permanent (below). Lots to do if this starts showing up in utilization data https://t.co/UfjNX7Tu2f"
X Link 2026-01-23T15:47Z 11.3K followers, [----] engagements

"We call this the shoot first ask questions later pattern. Yesterday $TSAT. Today $BDX. Forced selling first thinking later. Creates a lot of opportunity if youre willing to do the work. 📉📈"
X Link 2026-01-23T23:00Z 11.2K followers, [----] engagements

"Meet my new junior Claude. Zero sleep requirements perfect formatting and somehow teaches me French between turns. Drawback: cant pick up the Sweetgreen order yet. Claude Getting GOOD: $DKNG Data Tracker All the buzz on X seems to be about Claude lately (Claude Code Claude Cowork Claude Excel) so I threw Claude Max this request this morning: This was my entire prompt and what I will show you below took me about [--] minutes. I didn't https://t.co/ZuEvmzfq7B Claude Getting GOOD: $DKNG Data Tracker All the buzz on X seems to be about Claude lately (Claude Code Claude Cowork Claude Excel) so I"
X Link 2026-01-25T13:34Z 11.3K followers, 19.9K engagements

"This thing not getting sold solidifying its place as a long-term trophy asset $LION"
X Link 2026-01-26T13:10Z 11.3K followers, [----] engagements

"Q: If $NFE bondholders are getting equity in NFE Brazil isnt that worth at least 50-60 cents $470mm of EBITDA"
X Link 2026-01-26T18:48Z 11.2K followers, [----] engagements

"@variantview_X Show me the incentive Ill show you the outcome"
X Link 2026-01-26T19:55Z 11.2K followers, [---] engagements

"The $FCX copper catch-up trade is getting interesting. The stock massively de-coupled from the copper miners after the September [--] mudslide at the Grasberg mine. Now youve got explicit restart guidance improving price momentum and a structural copper deficit 🤷♂"
X Link 2026-01-26T23:48Z 11.2K followers, [----] engagements

"Found the $SATS hedge We call it synthetic pre-IPO exposure. It lets you predict the SpaceX price without owning any actual shares in the company https://t.co/YX3zRcQm2q We call it synthetic pre-IPO exposure. It lets you predict the SpaceX price without owning any actual shares in the company https://t.co/YX3zRcQm2q"
X Link 2026-01-28T00:24Z 11.3K followers, [----] engagements

"Whats the bear thesis on $PCG"
X Link 2026-01-28T20:15Z 11.2K followers, [----] engagements

"@MrMojoRisinX Correct. poker players = traders = risk managers"
X Link 2026-01-29T18:39Z 11.2K followers, [---] engagements

"The $SATS selloff looks like a classic shoot first ask questions later move. Market seems to be assuming Elon rolls xAI into SpaceX at an inflated mark diluting $SATS holders direct space exposure. Big assumption. Big reaction. MUSK CONSIDERS MERGING SPACEX AND XAI SpaceX and xAI are reportedly in talks to merge which would unite SpaceX Starlink X and Grok AI under one company according to Reuters. The discussions come ahead of SpaceXs anticipated public debut. MUSK CONSIDERS MERGING SPACEX AND XAI SpaceX and xAI are reportedly in talks to merge which would unite SpaceX Starlink X and Grok AI"
X Link 2026-01-29T19:04Z 11.3K followers, 31.8K engagements

"The non SpaceX component of $SATS is worth $74. If you mark the SpaceX stock at where it transacted that would be another $25. At $113 you are paying $14 for something thats likely worth $70-$80 Do you see it The $SATS selloff looks like a classic shoot first ask questions later move. Market seems to be assuming Elon rolls xAI into SpaceX at an inflated mark diluting $SATS holders direct space exposure. Big assumption. Big reaction. The $SATS selloff looks like a classic shoot first ask questions later move. Market seems to be assuming Elon rolls xAI into SpaceX at an inflated mark diluting"
X Link 2026-01-29T19:18Z 11.3K followers, 26.1K engagements

"Do the math. xAI last round at $230bn. SpaceX marked $800bn. $SATS owns 2.7%. Even if a stock-for-stock merge dilutes that to a flat 2% youre still implicitly valuing SpaceX below $800bn through $SATS. And thats marking xAI at literally $0 (which is not true). Before any $1.5trn IPO math https://twitter.com/i/web/status/2016963882896470239 https://twitter.com/i/web/status/2016963882896470239"
X Link 2026-01-29T19:57Z 11.3K followers, [---] engagements

"Genuine market structure question: whos actually selling $SATS immediately when xAI / SpaceX headlines hit Is it automated/event-driven flows reacting to dilution heuristics or discretionary sellers with a view Trying to understand the mechanics of the initial move"
X Link 2026-01-29T23:55Z 11.3K followers, [----] engagements

"@beefcubee @RuhRohRaggy99 Youre completely ignoring the non-SpaceX side of the business and giving $0 value to XAI: 2% of $1.7 trillion = $34bn + $4bn net cash $14bn of operating assets and $7.5bn of spectrum = $59.2bn or $172/share (+52% upside)"
X Link 2026-01-30T01:48Z 11.2K followers, [---] engagements

"Lotto Ticket: $BITX 1/15/27 $55/$65 C/S"
X Link 2026-01-31T17:45Z 11.2K followers, [----] engagements

"How is $PCG not asymmetric R/R here Youve got SB [---] Phase II wildfire report coming up (4/1/26) and if its even mildly constructive the stock rerates into the low $20s. If it disappoints the downside feels like 1015% Meanwhile youre buying it at a massive discount to the comp set despite some of the best rate base and EPS growth in regulated utilities https://twitter.com/i/web/status/2017711434252067034 https://twitter.com/i/web/status/2017711434252067034"
X Link 2026-01-31T21:27Z 11.3K followers, [----] engagements

"$SATS to $200+ Do you see it @Gfilche @SpaceX @xai For the combined Im a buyer up to $10tr @Gfilche @SpaceX @xai For the combined Im a buyer up to $10tr"
X Link 2026-02-01T00:17Z 11.3K followers, [----] engagements

"I think a successful trade has many components: idea generation structure (including hedging) and execution (entry and exit). The idea is obviously the most important. Without it nothing else really matters Entry points however are often misunderstood and underappreciated. They only make sense in the context of the story. If fundamentals are static think a stable REIT or MLP with no growth or accretive M&A or a well known pair relationship then range trading works. Buy below X sell above Y. Most companies and markets arent static though. The story is constantly evolving. A stock trading down"
X Link 2026-02-01T16:16Z 11.3K followers, [----] engagements

"@BDeveran @Richard89022768 No view one way or the other - I will however likely be onto the next great idea"
X Link 2026-02-01T17:20Z 11.3K followers, [--] engagements

"Is $ELME interesting at these levels Disappointment continues at $ELME with a downward revision of liquidation distributions after missing the initial distribution figure. FWIW the [--] Class B MD / ATL assets they expect to sell imminently are at a 6.6% cap rate. https://t.co/X8VFOVU7I9 Disappointment continues at $ELME with a downward revision of liquidation distributions after missing the initial distribution figure. FWIW the [--] Class B MD / ATL assets they expect to sell imminently are at a 6.6% cap rate. https://t.co/X8VFOVU7I9"
X Link 2026-02-02T02:02Z 11.3K followers, [----] engagements

"Jane Street Algo upon seeing the $SATS / xAI headline: *SPACEX IS SAID TO BE IN ADVANCED TALKS TO COMBINE WITH XAI Elon Musks empire consolidation begins. https://t.co/rIROurvhK3 *SPACEX IS SAID TO BE IN ADVANCED TALKS TO COMBINE WITH XAI Elon Musks empire consolidation begins. https://t.co/rIROurvhK3"
X Link 2026-02-02T11:40Z 11.3K followers, [----] engagements

"$TLN is trading at basically the same level it was right before the July [--] PJM auction and before the two follow-on M&A deals that materially expanded its PJM footprint. Markets acting like none of that happened. Opportunity"
X Link 2026-02-02T16:49Z 11.3K followers, [----] engagements

"Woohoo $SATS SPACEX ACQUIRED XAI VALUING SPACEX AT $1 TRILLION AND XAI AT $250 BILLION - SOURCE SPACEX ACQUIRED XAI VALUING SPACEX AT $1 TRILLION AND XAI AT $250 BILLION - SOURCE"
X Link 2026-02-02T23:29Z 11.3K followers, [----] engagements

"Hey @grok what does a one-way vertical drop on heavy volume at the open with no news usually mean for a stock listed on NYSE Euronext like $UMG"
X Link 2026-02-03T11:12Z 11.3K followers, [----] engagements

"@stephane_dubail @dayetweets @grok https://x.com/acapitallp/status/2018648155072729314 @stephane_dubail @grok Yes its definitely an AI Risk theme today in Europe $PUB.FP $DATA.LN $WKL.AS $HAVAS.AS https://t.co/wJZRgdLR3s https://x.com/acapitallp/status/2018648155072729314 @stephane_dubail @grok Yes its definitely an AI Risk theme today in Europe $PUB.FP $DATA.LN $WKL.AS $HAVAS.AS https://t.co/wJZRgdLR3s"
X Link 2026-02-03T16:09Z 11.3K followers, [---] engagements

"@stephane_dubail @dayetweets @grok US Listing catalyst"
X Link 2026-02-03T16:19Z 11.3K followers, [--] engagements

"Why isnt $FUBO a buy here"
X Link 2026-02-03T16:55Z 11.3K followers, [----] engagements

"@grok Why does Jefferies stock trade down with private credit selloffs even though private credit is a small contributor to Jefferies revenue EBITDA and net income"
X Link 2026-02-04T12:02Z 11.3K followers, [----] engagements

"@MrMojoRisinX Can I just do private equity like all my friends This is not for the faint of heart"
X Link 2026-02-04T18:17Z 11.2K followers, [---] engagements

"$SATS BREAKING: SpaceX advisers have reached out to major index providers including Nasdaq to discuss how SpaceX can join key indexes sooner than normal per WSJ. SpaceX might be joining the S&P [---] very soon. BREAKING: SpaceX advisers have reached out to major index providers including Nasdaq to discuss how SpaceX can join key indexes sooner than normal per WSJ. SpaceX might be joining the S&P [---] very soon"
X Link 2026-02-05T00:43Z 11.3K followers, [----] engagements

"@dayetweets Its impressive and Im sure people rushed to check it out at first but I dont see it ever displacing Taylor Swift and Beyonce - its not just about music quality its about celebrity fan base and following + if a threat ever did emerge $UMG would find a way to monetize"
X Link 2026-02-05T13:12Z 11.2K followers, [---] engagements

"@negligible_cap Go back to my main post the kids are enhancing David Bowies Golden Years with AI tools and mashing it upwith a Kendrick Lamar songthe money still flows to the rights holder"
X Link 2026-02-05T13:14Z 11.2K followers, [---] engagements

"@origoinvest This is probably this biggest dislocation - I dont really care because Im waiting for IPO. Out of curiosity what is $SATS at $107 implying for combined SpaceX / XAI value"
X Link 2026-02-05T13:26Z 11.3K followers, [----] engagements

"@realbartleby1 @origoinvest Nothing has been confirmed. Regardless the second the SpaceX stock is liquid the discount shouldnt be large as it removes all doubt around whether Elon is just making up valuation numbers"
X Link 2026-02-05T13:45Z 11.2K followers, [--] engagements

"Sell the investment banks Anthropic is releasing a new version of its most powerful AI model thats designed to carry out financial research https://t.co/dg14s2gJCO Anthropic is releasing a new version of its most powerful AI model thats designed to carry out financial research https://t.co/dg14s2gJCO"
X Link 2026-02-05T18:29Z 11.2K followers, [----] engagements

"@SurfShopCapital Lets think of second and third derivative trades do we short Miami real estate is Lamborghini even publicly traded Whats 👏 the 👏 trade"
X Link 2026-02-06T00:21Z 11.3K followers, [---] engagements

"@HighyieldHarry Where were the signs "Unless you do the requisite 100-plus hours of studying bitcoin on top of 100-plus hours of MicroStrategy you should not enter this trade" he said. "Because it is a very sophisticated trade that 99.99% of Wall Street doesn't even understand.""
X Link 2026-02-06T00:31Z 11.2K followers, [----] engagements

"@MrMojoRisinX @agnostoxxx Long $FCX / Short $COPX for Glasberg mine reopening"
X Link 2026-02-06T01:13Z 11.3K followers, [---] engagements

"@SurfShopCapital When a secular tailwind causes panic selling its hard to identify what will be a legitimately positive catalyst"
X Link 2026-02-06T02:55Z 11.3K followers, [---] engagements

"$UMG - Kepler Cheuvreux Upgrade (2/6/26)"
X Link 2026-02-06T11:40Z 11.3K followers, [---] engagements

"$SATS SPACEX WILL POWER THE AI FUTURE Elon Musk says AIs biggest limit isnt chips its energy. Data centers are already struggling to get enough power and he believes space is the only place where AI can scale without hitting land grid or regulatory limits. In orbit solar SPACEX WILL POWER THE AI FUTURE Elon Musk says AIs biggest limit isnt chips its energy. Data centers are already struggling to get enough power and he believes space is the only place where AI can scale without hitting land grid or regulatory limits. In orbit solar"
X Link 2026-02-06T12:19Z 11.3K followers, [----] engagements

"@MackinacCap The $IAC stub (IAC ex $MGM stake) is trading at its lowest level in a long time 👀"
X Link 2026-02-07T16:26Z 11.3K followers, [--] engagements

"@absreturnchaser No options either. No thanks"
X Link 2026-02-07T16:33Z 11.3K followers, [---] engagements

"@RodAlzmann $LE - too scarred from Eddies shenanigans at $SHLD $VSNT - very cheap but not sure what catalyzes value $MAPS - too small but will take a look"
X Link 2026-02-07T16:50Z 11.3K followers, [---] engagements

"@kf10075 Was looking at $HON - liked it sub $200"
X Link 2026-02-07T17:15Z 11.3K followers, [---] engagements

"@undrvalue Yes - I think the thematic backdrop for copper in general is strong (there is a lag between high copper prices and new supply coming online) that LO shareholders are waiting for the Indonesia mine restart and that compared to $FM.CN the value hasnt been baked in yet"
X Link 2026-02-07T17:26Z 11.3K followers, [---] engagements

"$IAC digital #s were pretty good. I dont think Ive seen the RemainCo stub (ex- $MGM stake) this cheap in a long time"
X Link 2026-02-07T18:00Z 11.3K followers, [----] engagements

"@BondKingJanusH1 What is this spin"
X Link 2026-02-07T22:17Z 11.3K followers, [---] engagements

"@BondKingJanusH1 Get it right Larry - no excuses. Im hop-scotching the 4Q25 print but agree $BDX RemainCo looks cheap"
X Link 2026-02-07T23:37Z 11.3K followers, [--] engagements

"Had dinner with a friend at a Mag [--] working on artificial intelligence. Being inside the SF tech bubble obviously skews perspective but the mix of excitement paranoia and outright disbelief at the speed of AIs evolution was striking. No one would say legacy enterprise software is dead maybe it adapts but one investor at the table is now allocating capital almost exclusively to hard assets and things they believe simply cannot be displaced. They also think experiences like theme parks concerts and health and wellness get re-rated higher in a high-productivity more free-time world. I think I"
X Link 2026-02-08T02:56Z 11.3K followers, 49K engagements

"This wasnt abstract speculation either. A business owner at the table described how his corporate legal bill is down 90% after adopting @Harvey along with several other real-world examples. The confidence around the implications of AI in actual workflows was extremely high"
X Link 2026-02-08T03:08Z 11.3K followers, [----] engagements

"@SpecialSitsNews Disagree - $FCX still looks like the best relative value given it was hit by mudslides in September [--] and has yet to normalize. Its also pricing $11k per ton and we dont even know what normalized volumes will be $HBM looks rich no"
X Link 2026-02-08T21:12Z 11.3K followers, [----] engagements

"Apollo must be confident in that equity cushion $SATS Sources: Apollo nears a $3.4B loan deal to a Valor-led investment vehicle to buy and lease Nvidia chips to xAI; through fall [----] xAI was burning $1B per month (@mileskruppa / The Information) https://t.co/wdZchhKH7e https://t.co/fKvvpx5GKP Sources: Apollo nears a $3.4B loan deal to a Valor-led investment vehicle to buy and lease Nvidia chips to xAI; through fall [----] xAI was burning $1B per month (@mileskruppa / The Information) https://t.co/wdZchhKH7e https://t.co/fKvvpx5GKP"
X Link 2026-02-09T16:02Z 11.3K followers, [----] engagements

"$KD is a 🍩 right Kyndryl Finance Chief Wyshner Leaves Amid Accounting Review https://t.co/kIdLQ5Ia8V Kyndryl Finance Chief Wyshner Leaves Amid Accounting Review https://t.co/kIdLQ5Ia8V"
X Link 2026-02-09T21:09Z 11.3K followers, [----] engagements

"@PeriklisRallid1 Im trying to figure out what realistic fair value is here"
X Link 2026-02-10T00:18Z 11.3K followers, [--] engagements

"@TheHonestTicker @grok does $KD have debt if so what is net debt per share. Thx"
X Link 2026-02-10T08:56Z 11.3K followers, [----] engagements

"What do we think about $HE / $PCG @anidesh7"
X Link 2026-01-13T01:44Z 11.3K followers, [----] engagements

"I dont think the Google backstop and imminent customer addition is priced in yet $CORZ 🤷♂ $CORZ A major investor in Core Scientific says the firm will lease [---] megawatts to new clients this year; deals would demonstrate durable demand for data centres and that AI in a in a boom not a bubble $CORZ A major investor in Core Scientific says the firm will lease [---] megawatts to new clients this year; deals would demonstrate durable demand for data centres and that AI in a in a boom not a bubble"
X Link 2026-01-27T12:02Z 11.3K followers, [----] engagements

"$TDS getting smoked with Telcos today Opportunity We've regrettably gotten a lot of criticism for our $TDS fair value of $68 instead of one digit higher or one digit lower. Sorry we had to stay true to our valuation methodologies We've regrettably gotten a lot of criticism for our $TDS fair value of $68 instead of one digit higher or one digit lower. Sorry we had to stay true to our valuation methodologies"
X Link 2026-01-27T15:44Z 11.3K followers, [----] engagements

"Paul - you seem like a thoughtful guy but $WW is down 42% in January alone. At what point does risk management dictate trimming or exiting the position I know its hard to walk away from names youve put real work into (see $HPP / $NEXT for me) but how are you framing the risk here https://twitter.com/i/web/status/2016678956779418031 https://twitter.com/i/web/status/2016678956779418031"
X Link 2026-01-29T01:05Z 11.3K followers, [----] engagements

"Anyone looking at $NOK Seems like an interesting pivot/turnaround story $NOK $NOKIA Q4 [----] earnings: The AI Pivot Begins to Pay Off Backed by NVIDIA Nokia closed FY25 with a clear signal that its strategic pivot is working. Q4 Comparable Net Sales grew 3% (constant currency) driven by a massive 17% surge in Optical Networksdirect validation of $NOK $NOKIA Q4 [----] earnings: The AI Pivot Begins to Pay Off Backed by NVIDIA Nokia closed FY25 with a clear signal that its strategic pivot is working. Q4 Comparable Net Sales grew 3% (constant currency) driven by a massive 17% surge in Optical"
X Link 2026-01-29T18:40Z 11.3K followers, [----] engagements

"@SurfShopCapital Didnt realize you ate lunch at Casa Cipriani"
X Link 2026-02-02T20:05Z 11.3K followers, [--] engagements

"@stephane_dubail @grok Yes its definitely an AI Risk theme today in Europe $PUB.FP $DATA.LN $WKL.AS $HAVAS.AS"
X Link 2026-02-03T11:29Z 11.3K followers, [---] engagements

"Marked safe and uncorrelated from momentum unwind $PCG How is $PCG not asymmetric R/R here Youve got SB [---] Phase II wildfire report coming up (4/1/26) and if its even mildly constructive the stock rerates into the low $20s. If it disappoints the downside feels like 1015% Meanwhile youre buying it at a massive discount https://t.co/VsP7fmg2da How is $PCG not asymmetric R/R here Youve got SB [---] Phase II wildfire report coming up (4/1/26) and if its even mildly constructive the stock rerates into the low $20s. If it disappoints the downside feels like 1015% Meanwhile youre buying it at a"
X Link 2026-02-05T12:39Z 11.3K followers, [----] engagements

"@CheapStockGuy @origoinvest Yes youre taking IPO execution risk + its just a nasty tape for spectrum/space related names"
X Link 2026-02-05T16:35Z 11.3K followers, [---] engagements

"AI is taking over the world. Somehow the power and compute it runs on are uninvestable. Make it make sense. $TLN $CORZ"
X Link 2026-02-06T02:38Z 11.3K followers, [----] engagements

"$WMG Read-Across"
X Link 2026-02-06T11:39Z 11.3K followers, [---] engagements

"What are your favorite [----] catalyst-driven ideas right now Ill start: $VSAT - F2 Satellite Deployment (May 26) / Potential Defense Business Spin-Off $PCG - SB [---] Wildfire Liability Study (April 26) $SATS - SpaceX IPO (June 26) $TDS - Special Dividend / Segment Level Disclosures (2Q26) $CODI - Asset Sale / Deleveraging (Summer 2026) $FCX - Grasberg Mine Restart (2Q26) https://twitter.com/i/web/status/2020171968775852392 https://twitter.com/i/web/status/2020171968775852392"
X Link 2026-02-07T16:25Z 11.3K followers, [----] engagements

"$BDX RemainCo seems interesting - creating it sub 12x ex $WAT stake Anyone looking $BDX Q1 [----] earnings: Transition Quarter: Pivot to 'New BD' Masks Earnings Drop BD kicked off FY26 with a massive strategic shiftthe divestiture of its Life Sciences & Diagnostics business to Waters Corp is closing. The rationale is clear in the numbers: while the legacy Life $BDX Q1 [----] earnings: Transition Quarter: Pivot to 'New BD' Masks Earnings Drop BD kicked off FY26 with a massive strategic shiftthe divestiture of its Life Sciences & Diagnostics business to Waters Corp is closing. The rationale is"
X Link 2026-02-09T16:01Z 11.3K followers, [----] engagements

"$RACE was close to a floor $EXO.AS is the Agnelli family holding company with a massive stake in Ferrari $RACE. Ferrari reset guidance during its Fall [----] Capital Markets Day (has traded down) and might be close to a floor https://t.co/ii5jLyoGoF $EXO.AS is the Agnelli family holding company with a massive stake in Ferrari $RACE. Ferrari reset guidance during its Fall [----] Capital Markets Day (has traded down) and might be close to a floor https://t.co/ii5jLyoGoF"
X Link 2026-02-10T12:08Z 11.3K followers, [----] engagements

"Weird divergence in $TLN / $VST price action"
X Link 2026-02-10T16:28Z 11.3K followers, [----] engagements

"@MrMojoRisinX JDS hates $TLN"
X Link 2026-02-10T17:43Z 11.3K followers, [---] engagements

"Think there is value in $KD here. Accounting and post $IBM spin transition services issues were real. But where does this actually normalize Is intrinsic value really zero The Kyndryl $KD Crash An Accounting Disaster or the "Deep Value" Trade of the Decade 1/ The Bloodbath: $KD shares collapsed 50% today hitting an all-time low of $10.74. The headlines are terrifying: CFO resigns immediately delayed 10-Q SEC investigation and admitted https://t.co/bp73kbYoC1 The Kyndryl $KD Crash An Accounting Disaster or the "Deep Value" Trade of the Decade 1/ The Bloodbath: $KD shares collapsed 50% today"
X Link 2026-02-10T18:30Z 11.3K followers, [----] engagements

"@adjebitdax @Barclays @jpmorgan @BankofAmerica @Jefferies Good one 👏"
X Link 2026-02-11T23:35Z 11.3K followers, [---] engagements

"@debt_serious You need a combo of (1) and (2). Thats why the best funds usually have co-founders from both backgrounds: an analyst and a trader. #3 clocks out at the bell and is probably scrolling ESPN half the day"
X Link 2026-02-12T00:46Z 11.3K followers, [--] engagements

"@grok @mattshumer_ No there will be no jobs to staff"
X Link 2026-02-13T00:19Z 11.3K followers, [--] engagements

"Its an intellectual property asset and a royalty stream that self-replenishes currently depressed by a fake AI narrative. Two catalysts fix it: price discovery via a US listing and simple passage of time proving the models resiliency. Its worth $30+ and Im not sure how were not near the floor on value. https://twitter.com/i/web/status/2022116381311823895 https://twitter.com/i/web/status/2022116381311823895"
X Link 2026-02-13T01:11Z 11.3K followers, [---] engagements

"Spent some time digging into $UMG and the AI bear thesis makes zero sense. Nobody wants to listen to fully AI-generated music. The real tailwind is AI as a tool (what we used to call mash-ups) letting users remix speed up and rework iconic songs and ping the catalogue (pay the toll) even more Downside protection from an irreplaceable legally protected asset plus a US listing catalyst Yes please. https://twitter.com/i/web/status/2019388708764463402 https://twitter.com/i/web/status/2019388708764463402"
X Link 2026-02-05T12:32Z 11.3K followers, [----] engagements

"Its hilarious watching sellside software analysts interpret the AI disruption thesis Theyll be the last to admit it because they have deep relationships with the C-suite and have been covering these companies for years. Admitting theres catastrophic change is admitting their coverage (and therefore their job) is at existential risk. Show me the incentive Ill show you the outcome. Its like asking a taxi medallion owner what they think of Uber https://twitter.com/i/web/status/2022111971399659796 https://twitter.com/i/web/status/2022111971399659796"
X Link 2026-02-13T00:53Z 11.3K followers, [----] engagements

"@TheBenSchmark Isnt the stake like 1%"
X Link 2026-02-13T02:15Z 11.3K followers, [----] engagements

"@JaredKubin @DragulaCapital @rev_cap @ShanuMathew93 Does this were so cooked theory apply to off-the-run special situations too or just sector L/S which was always a quarterly earnings guessing game dressed up as process Asking for a friend"
X Link 2026-01-25T21:36Z 11.2K followers, [--] engagements

"@kosVarg66907538 NFE Brazil -$500mm RR EBITDA @ 7.0x = $3.5bn - asset level debt of $1.6bn = $1.9bn of equity value / $3.47bn of bonds = .55"
X Link 2026-01-26T19:23Z 11.2K followers, [---] engagements

"@gordocap18 I dont see how people can short this stock. Even if you dont see upside how do you see massive downside"
X Link 2026-02-01T15:48Z 11.2K followers, [----] engagements

"@Richard89022768 @BDeveran Because the illiquid SpaceX stake will get a real public mark Im a catalyst investooooor once the major catalyst occurs I look for new major catalyst elsewhere"
X Link 2026-02-01T17:25Z 11.2K followers, [--] engagements

"@Richard89022768 @BDeveran Btw what happens between S-1 and IPO if $SATS becomes the most liquid public proxy for SpaceX exposure Could it trade at a premium NAV is also dynamic here. This isnt about narrowing a discount its about the SpaceX IPO catalyst"
X Link 2026-02-01T17:37Z 11.2K followers, [--] engagements

"@TrungTPhan Helped to finance doing a lot of work here. Buying $1mm of primary in a $5bn bond tranche is not financing a $16bn acquisition. By that logic Ive financed half of corporate America. Basically a modern-day JPMorgan"
X Link 2026-02-01T19:15Z 11.2K followers, [----] engagements

"@SurfShopCapital Thx dude. Its not all bad - [----] got tossed. Only hit is you cant use doctrine of equivalents"
X Link 2026-02-02T18:48Z 11.2K followers, [---] engagements

"Are you not entertained @ACapitalLP so what do I do w/ $MRNA. Short the pop @ACapitalLP so what do I do w/ $MRNA. Short the pop"
X Link 2026-02-02T19:26Z 11.2K followers, [----] engagements

"@grok Bad Robot"
X Link 2026-02-03T11:16Z 11.2K followers, [----] engagements

"@stephane_dubail @grok Agree"
X Link 2026-02-03T11:50Z 11.2K followers, [--] engagements

"Private Credit is done. All smoke and mirrors right"
X Link 2026-02-03T18:00Z 11.2K followers, [----] engagements

"Whats the most interesting second derivative Venezuela trade youve seen"
X Link 2026-01-10T17:32Z 11.3K followers, [----] engagements

"Please explain the $WW bull thesis - I still dont get it. Post-reorg equity only makes sense when its a good business trapped in a bad capital structure. If its a bad business and a bad capital structure thats not a turnaround - its a Chapter [--] candidate no The sign of a mature investor is knowing when to admit something didnt work and moving on. Youre never going to bat [--] for [--]. Take the L learn from it and redeploy into something new. @Divergent7651 Can you explain how this does well when GLPs turn into tablet form Thx @Divergent7651 Can you explain how this does well when GLPs turn into"
X Link 2026-01-16T11:27Z 11.3K 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:

curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/topic/bitcoin/creators/v1

Example response:

{
  "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

Category Creators

https://lunarcrush.com/api4/public/category/:category/creators/v1

Get the top creators for a social category

input parameters:

  • category: Provide the category to get details for. A category must be all lower case and can only include letters, numbers, and spaces. required

Example request:

curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/category/musicians/creators/v1

Example response:

{
  "data": [
    {
      "creator_id": "youtube::undefined",
      "creator_name": "airshowfansh",
      "creator_avatar": "https://yt3.ggpht.com/cUuwxYNRoYoO_rnBAgPbze39nOMI_rUq0pVmHiM-Fz40TsRDmv8gZcUxvqxLF_bsGzhdVu4u9A=s88-c-k-c0x00ffffff-no-rj",
      "creator_followers": 79600000,
      "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:

curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creators/list/v1

Example response:

{
  "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:

curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creator/twitter/elonmusk/v1

Example response:

{
  "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

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing

creator/x::ACapitalLP
/creator/x::ACapitalLP