# ![@AggieCapitalist Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::101397097.png) @AggieCapitalist LeftHandedOctopus

LeftHandedOctopus posts on X about $flyw, $fivn, $gff, garage the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::101397097/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::101397097/c:line/m:interactions.svg)

- [--] Week [------] +14%
- [--] Month [---------] +16,773%
- [--] Months [---------] +598%
- [--] Year [---------] +159%

### Mentions: [--] [#](/creator/twitter::101397097/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::101397097/c:line/m:posts_active.svg)

- [--] Week [--] -10%
- [--] Month [--] +52%
- [--] Months [---] +21%
- [--] Year [---] +42%

### Followers: [------] [#](/creator/twitter::101397097/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::101397097/c:line/m:followers.svg)

- [--] Week [------] +0.36%
- [--] Month [------] +9.70%
- [--] Months [------] +18%
- [--] Year [------] +27%

### CreatorRank: [-------] [#](/creator/twitter::101397097/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::101397097/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  34.65% [finance](/list/finance)  14.85% [technology brands](/list/technology-brands)  8.91% [countries](/list/countries)  3.96% [automotive brands](/list/automotive-brands)  2.97% [celebrities](/list/celebrities)  1.98% [financial services](/list/financial-services)  0.99% [cryptocurrencies](/list/cryptocurrencies)  0.99%

**Social topic influence**
[$flyw](/topic/$flyw) #1, [$fivn](/topic/$fivn) #15, [$gff](/topic/$gff) 6.93%, [garage](/topic/garage) 6.93%, [$clbt](/topic/$clbt) #1, [business](/topic/business) 3.96%, [ai](/topic/ai) 2.97%, [$eeft](/topic/$eeft) 2.97%, [$geni](/topic/$geni) 2.97%, [software](/topic/software) #1641

**Top accounts mentioned or mentioned by**
[@sj_xxxxxxx](/creator/undefined) [@hugomanenti](/creator/undefined) [@mrbdelany](/creator/undefined) [@jszhang0912](/creator/undefined) [@jonrice80](/creator/undefined) [@sjxxxxxxx](/creator/undefined) [@irbezek](/creator/undefined) [@akwilk](/creator/undefined) [@troyoncapital](/creator/undefined) [@theproinvest](/creator/undefined) [@betochmam](/creator/undefined) [@bluthcapital](/creator/undefined) [@gwinvestors](/creator/undefined) [@chartslion](/creator/undefined) [@cheapstockguy](/creator/undefined) [@taylorstcap](/creator/undefined) [@educated_rube](/creator/undefined) [@mac003_c](/creator/undefined) [@thedebtreaper](/creator/undefined) [@taylorhndrson](/creator/undefined)

**Top assets mentioned**
[Flywire Corporation (FLYW)](/topic/$flyw) [FIVE9, INC. (FIVN)](/topic/$fivn) [Griffon Corp (GFF)](/topic/$gff) [Cellebrite DI Ltd. Class A Ordinary Shares (CLBT)](/topic/$clbt) [Euronet Worldwide Inc (EEFT)](/topic/$eeft) [Genius Sports Limited (GENI)](/topic/$geni) [Walmart, Inc. (WMT)](/topic/$wmt) [Xponential Fitness, Inc. (XPOF)](/topic/$xpof) [CRH Public Limited Company (CRH)](/topic/$crh) [Salesforce Inc (CRM)](/topic/$crm) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Simon Property Group Inc (SPG)](/topic/$spg) [Sandisk Corporation (SNDK)](/topic/$sndk) [Bill.com Holdings, Inc. (BILL)](/topic/$bill) [Invitation Homes, Inc. (INVH)](/topic/$invh) [McDonald's Corp (MCD)](/topic/$mcd) [Oracle Corporation (ORCL)](/topic/$orcl) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Microsoft Corp. (MSFT)](/topic/microsoft) [Toyota Motor Corporation (TM)](/topic/$tm) [Crocs, Inc. (CROX)](/topic/$crox) [Workday Inc (WDAY)](/topic/$wday) [Morgan Stanley (MS)](/topic/morgan-stanley) [Tesla, Inc. (TSLA)](/topic/tesla) [JPMorgan Chase (JPM)](/topic/jpmorgan-chase)
### Top Social Posts
Top posts by engagements in the last [--] hours

""Recently senior executives at Salesforce have admitted both internally and publicly that they massively overestimated AIs capabilities. They have found that AI simply cant cope with the complex nature of customer service and totally fails at nuanced issues escalations and"  
[X Link](https://x.com/AggieCapitalist/status/2012282289552503257)  2026-01-16T21:54Z 11.2K followers, 2.8M engagements


"$EEFT being 31% cheaper than it was at the height of Covid uncertainty and travel lockdowns and cheaper than any point during the depths of the GFC makes zero sense (leverage lower now EBITDA margins 10%+ higher now than both periods). 18% EPS CAGR over last [--] years"  
[X Link](https://x.com/AggieCapitalist/status/1986045223298822428)  2025-11-05T12:17Z 11.2K followers, [----] engagements


"$FLYW thesis playing out nicely. Beat consensus revenue estimates by nearly 10% and raised guidance. UK and non-US Education strong (taking share rapidly) and US edu not as bad as feared as pointed out by @jonrice80. Sell side still extremely skeptical and will chase it"  
[X Link](https://x.com/AggieCapitalist/status/1986046624507052247)  2025-11-05T12:23Z 11.2K followers, [----] engagements


"beats and raises didn't matter this quarter huh"  
[X Link](https://x.com/AggieCapitalist/status/1986836376776782144)  2025-11-07T16:41Z 11.2K followers, [----] engagements


"$GENI investor day coming up. Good time to start ramping up on the business. A monopolistic sports tech biz growing 30%+ w/ a 50% EBITDA CAGR '24-27E. High 40s Rule of [--] score. 60%+ upside to 17x '27 EBITDA (4.7x EV/rev) charts from @taylor_hndrson https://www.businesswire.com/news/home/20250902104265/en/Genius-Sports-to-Host-Investor-Day-on-Wednesday-December-3-2025 https://www.businesswire.com/news/home/20250902104265/en/Genius-Sports-to-Host-Investor-Day-on-Wednesday-December-3-2025"  
[X Link](https://x.com/AggieCapitalist/status/1989005366286512415)  2025-11-13T16:20Z 11.2K followers, [----] engagements


"Existing home sales still scraping a 40-yr low but hit an [--] month high +1% y/y in Oct. Median home price still +2% y/y. Impressive $GFF has held 30%+ EBITDA margins in their garage door segment in a 2-3 year housing and R&R recession if EHS ever turns higher biz will explode"  
[X Link](https://x.com/AggieCapitalist/status/1991572866358485430)  2025-11-20T18:22Z 11.2K followers, [----] engagements


"$FLYW sitting at 7x [----] EV/FCF with 25% rev growth this year and 16% expected next year (been beating by HSD%). Our largest position. https://vosscapital.substack.com/p/flywires-flywheel https://vosscapital.substack.com/p/flywires-flywheel"  
[X Link](https://x.com/AggieCapitalist/status/1998080139029328312)  2025-12-08T17:20Z 11.2K followers, 20.9K engagements


"tl;dr a more recent update on $FLYW $FLYW sitting at 7x [----] EV/FCF with 25% rev growth this year and 16% expected next year (been beating by HSD%). Our largest position. https://t.co/B1nHEEoJf1 $FLYW sitting at 7x [----] EV/FCF with 25% rev growth this year and 16% expected next year (been beating by HSD%). Our largest position. https://t.co/B1nHEEoJf1"  
[X Link](https://x.com/AggieCapitalist/status/1998081439771074702)  2025-12-08T17:25Z 11.2K followers, [----] engagements


"$GFF "Investment in residential construction shot up 1.3% after slumping 1.4% in September. That was despite a 1.3% drop in spending on new single-family housing projects. Spending on multi-family housing units which account for a small share of the housing market"  
[X Link](https://x.com/AggieCapitalist/status/2014001367472337352)  2026-01-21T15:45Z 11.2K followers, [----] engagements


"$CLBT down to 15x '27 EV/FCF vs Mkt at 36x trailing. An entrenched duopoly that will do 20% ARR growth & high 30s EBITDA margins. OBBB added $1T to its customer's budgets. Used in 90% of court trials. Hard to get on FedRAMP approval list don't think FBI will jump to vibe coded"  
[X Link](https://x.com/AggieCapitalist/status/2014035430539190438)  2026-01-21T18:00Z 11.2K followers, 16.3K engagements


"from Raymond James strategist"  
[X Link](https://x.com/AggieCapitalist/status/2014446236330270867)  2026-01-22T21:13Z 11.2K followers, [----] engagements


"$PAR CEO did not say "we won't use equity" said no big deals with equity and clearly telegraphed a small tuck-in based on wanting the technology. Paid 1.5x revenue"  
[X Link](https://x.com/AggieCapitalist/status/2016576747081175539)  2026-01-28T18:18Z 11.2K followers, [----] engagements


"Re software pricing pressure $FLYW is already free for universities Now under 6x '27 EBITDA 16% cons rev growth this yr but been beating top line ests by HSD%. Low/No growth comps been getting acquired at mid-teens multiples (see $ROP/Transact Campus). https://vosscapital.substack.com/p/flywires-flywheel https://vosscapital.substack.com/p/flywires-flywheel"  
[X Link](https://x.com/AggieCapitalist/status/2016960395861172268)  2026-01-29T19:43Z 11.2K followers, [----] engagements


"According to Claude there are 1000+ US software firms that offer a CRM and [---] of them are free. $CRM"  
[X Link](https://x.com/AggieCapitalist/status/2016974044336161072)  2026-01-29T20:37Z 11.2K followers, [----] engagements


"6-month price momentum factor with a quick 34.8% spread over "quality pair" YTD"  
[X Link](https://x.com/AggieCapitalist/status/2017008642231242836)  2026-01-29T22:55Z 11.2K followers, [----] engagements


"$XPOF https://www.businesswire.com/news/home/20260202610231/en/Club-Pilates-Unveils-Circuit-Brands-First-New-National-Class-in-Seven-Years https://www.businesswire.com/news/home/20260202610231/en/Club-Pilates-Unveils-Circuit-Brands-First-New-National-Class-in-Seven-Years"  
[X Link](https://x.com/AggieCapitalist/status/2018370188488368472)  2026-02-02T17:05Z 11.2K followers, [----] engagements


"$WMT is 73x forward FCF estimates. $NVDA is 27x"  
[X Link](https://x.com/AggieCapitalist/status/2018402538689622500)  2026-02-02T19:13Z 11.2K followers, 12.9K engagements


"$FLYW Flywire selected by Simovative as preferred payment partner for education payments in the DACH Region More diversification for FLYW across central Europe. Largest market (UK) still growing 40%. some of the fastest secular growth cos are now the cheapest stocks. $FLYW under 6x ebitda. some of the fastest secular growth cos are now the cheapest stocks. $FLYW under 6x ebitda"  
[X Link](https://x.com/AggieCapitalist/status/2018709552217137319)  2026-02-03T15:33Z 11.2K followers, [----] engagements


"@sj_xxxxxxx which is about a 66% discount to the market"  
[X Link](https://x.com/AggieCapitalist/status/2018715538667520160)  2026-02-03T15:57Z 11.2K followers, [---] engagements


"@HugoManenti it is already free for customers"  
[X Link](https://x.com/AggieCapitalist/status/2018732662286856524)  2026-02-03T17:05Z 11.2K followers, [---] engagements


"$WMT sentiment.47 buys (yet has downside to avg PT) [--] sell (from Morningstar).this after it has risen to be 3x recent historical average multiples"  
[X Link](https://x.com/AggieCapitalist/status/2018783676528824720)  2026-02-03T20:28Z 11.2K followers, [----] engagements


"@irbezek $SPG total return 70% since then. Not great though all dividends"  
[X Link](https://x.com/AggieCapitalist/status/2018835766076637460)  2026-02-03T23:55Z 11.2K followers, [---] engagements


"incremental positive for $FLYW: https://timesofindia.indiatimes.com/business/india-business/canada-looks-to-fast-track-india-trade-talks-invites-commerce-minister-piyush-goyal-for-fta-push/articleshow/127720678.cms https://timesofindia.indiatimes.com/business/india-business/canada-looks-to-fast-track-india-trade-talks-invites-commerce-minister-piyush-goyal-for-fta-push/articleshow/127720678.cms"  
[X Link](https://x.com/AggieCapitalist/status/2019054802815115677)  2026-02-04T14:25Z 11.2K followers, [----] engagements


"@TheRealDavey2 It has easily been the most talked about subject for the last two years already"  
[X Link](https://x.com/AggieCapitalist/status/2019092919547052047)  2026-02-04T16:57Z 11.2K followers, [---] engagements


"$CLBT down to 14x '27 EBITDA estimates with 125%+ FCF conversion likely under 12x FCF. Plus growth will accelerate this year along with expanding margins"  
[X Link](https://x.com/AggieCapitalist/status/2019102423269208143)  2026-02-04T17:35Z 11.2K followers, [----] engagements


"microcap index -3.6% $IWC small cap index -1.8% $IWM Mid Cap index UP [--] bps $IWR Mega Cap index -2.1% $QQQ Very little momentum factor in Mid skews to Value. Benchmark UP despite largest position being $SNDK (-15%)"  
[X Link](https://x.com/AggieCapitalist/status/2019132460278362227)  2026-02-04T19:34Z 11.2K followers, [----] engagements


"update: chatGPT would do it Gemini would not sentiment check https://t.co/JPu9sehuNT sentiment check https://t.co/JPu9sehuNT"  
[X Link](https://x.com/AggieCapitalist/status/2019139510156898541)  2026-02-04T20:02Z 11.2K followers, [----] engagements


"$GFF Taking Strategic Actions to become HBP pure play "When these actions are completed $GFF will be a pure-play residential & commercial N. American building products co w/ leading positions in residential garage doors commercial sectional doors rolling steel doors""  
[X Link](https://x.com/AggieCapitalist/status/2019417955084431711)  2026-02-05T14:28Z 11.2K followers, [----] engagements


"$GFF just sold the crappiest part of the business (CPP North America) at a premium to where the rest of the company is now trading (10x vs 9x)"  
[X Link](https://x.com/AggieCapitalist/status/2019460483888074874)  2026-02-05T17:17Z 11.2K followers, [----] engagements


"was on the call can confirm. heads of IT at the largest bank in the western hemisphere. @k3ithmccullough Basically the opposite of everything you read on X. Relying on incumbent software vendors for ai functionality add-ons and paying for it time to market is critical and want to focus internal developer resources on driving revenue and core business forward not rebuilding 3p apps @k3ithmccullough Basically the opposite of everything you read on X. Relying on incumbent software vendors for ai functionality add-ons and paying for it time to market is critical and want to focus internal"  
[X Link](https://x.com/AggieCapitalist/status/2019574777065636329)  2026-02-06T00:52Z 11.2K followers, 14K engagements


"@AKWilk I would add in $FLYW headline consensus for 16% rev growth been beating top line ests by HSD% consistently. 6.7x EBITDA"  
[X Link](https://x.com/AggieCapitalist/status/2019815910153081264)  2026-02-06T16:50Z 11.2K followers, [----] engagements


"$BILL buyout rumor. Lower growth and lower margins than $FLYW at 2x the EBITDA multiple"  
[X Link](https://x.com/AggieCapitalist/status/2019827193996865967)  2026-02-06T17:35Z 11.2K followers, [----] engagements


"@CalvinValue @AKWilk https://vosscapital.substack.com/p/flywires-flywheel https://vosscapital.substack.com/p/flywires-flywheel"  
[X Link](https://x.com/AggieCapitalist/status/2019842691866280410)  2026-02-06T18:36Z 11.2K followers, [---] engagements


"$INVH.is selling more homes on a net basis via MLS than buying but sure attack the institutional SFR players for running up home prices on a nationwide basis"  
[X Link](https://x.com/AggieCapitalist/status/2010780060119417273)  2026-01-12T18:24Z 11.2K followers, [----] engagements


"@TroyOnCapital .what $FIVN EBITDA margin.up up up. $FLYW EBITDA margins.up by more than 20% since chatGPT came out and rising quickly. $CLBT EBITDA margins more than doubled since chatGPT came out etc. etc"  
[X Link](https://x.com/AggieCapitalist/status/2011855578587357629)  2026-01-15T17:38Z 11.2K followers, [----] engagements


"some of the fastest secular growth cos are now the cheapest stocks. $FLYW under 6x ebitda"  
[X Link](https://x.com/AggieCapitalist/status/2018704077270441990)  2026-02-03T15:12Z 11.2K followers, [----] engagements


""For $CLBT upsell potential is not measured by [--] or 20%. We regularly find towns & counties making 5x increases in spend. Fort Worth has grown spend 650% over the past few years by moving from [--] seats of UFED to [--] seats all enabled with premium. "In three key federal agency renewals which occurred in Sep/Oct25 for the federal fiscal [----] year (begins October 1st) we found no evidence of weakness. To the contrary we found the DEA upselling by 69% y/y the DoJ up 33% and ICE up 16%" $CLBT renewals "In three key federal agency renewals which occurred in Sep/Oct25 for the federal fiscal [----] year"  
[X Link](https://x.com/AggieCapitalist/status/2018733232829636746)  2026-02-03T17:08Z 11.2K followers, [----] engagements


"@The_Pro_Invest more fun facts: $WMT was growing 17% then vs 4.3% now and its operating margins were [--] bps higher. FCF yield was as high as 11% in 2016-2017 when growth slowed vs closer to 1% yield now"  
[X Link](https://x.com/AggieCapitalist/status/2018827371353444434)  2026-02-03T23:22Z 11.2K followers, [---] engagements


"@beTochMam $FLYW is much higher quality than fewer competitors stickier customers more complexity (hundreds of cross border pairs) integration in ERPs vs quickbooks. http://bill.com http://bill.com"  
[X Link](https://x.com/AggieCapitalist/status/2020911964675866941)  2026-02-09T17:25Z 11.2K followers, [--] engagements


"$EGHT is 20% more expensive than $FIVN with 2% rev growth 10% EBITDA margins and massive leverage (5x+)"  
[X Link](https://x.com/AggieCapitalist/status/2019109539279421777)  2026-02-04T18:03Z 11.2K followers, [----] engagements


"So Papa John's made in-house POS software & moved to $PAR. $MCD makes in-house POS & is likely moving to PAR yet the stock sold off 50% post PJs win on fears of all Tier-1 restaurant chains moving to develop software in-house. Literally the exact opposite is occurring real time"  
[X Link](https://x.com/AggieCapitalist/status/2021290869395951850)  2026-02-10T18:31Z 11.2K followers, 19K engagements


"https://ir.griffon.com/news-releases/news-release-details/griffon-corporation-taking-strategic-actions-maximize https://ir.griffon.com/news-releases/news-release-details/griffon-corporation-taking-strategic-actions-maximize"  
[X Link](https://x.com/AggieCapitalist/status/2019417956640518654)  2026-02-05T14:28Z 11.2K followers, [----] engagements


"RT @techfund1: Having done tons of coding cloud engineering as well as covering the software sector as an equity analyst over the last 15"  
[X Link](https://x.com/AggieCapitalist/status/2020907247597965676)  2026-02-09T17:06Z 11.2K followers, [--] engagements


"RT @BluthCapital: In [----] Musk pumped the Cybertruck preorders saying 250k had been logged. Its been on the market for [---] yrs and has"  
[X Link](https://x.com/AggieCapitalist/status/2020914009600393658)  2026-02-09T17:33Z 11.2K followers, [---] engagements


"$AMZN / $ORCL [----] FCF revisions. h/t @jonrice80"  
[X Link](https://x.com/AggieCapitalist/status/2020916638405505116)  2026-02-09T17:44Z 11.2K followers, [----] engagements


"RT @MikeZaccardi: BofA: only Microsoft generating cash flow in excess of capex in FY26"  
[X Link](https://x.com/AggieCapitalist/status/2020921086976618732)  2026-02-09T18:01Z 11.2K followers, [---] engagements


"funny how an ERP rip and replace is a common short screen idea for companies given how risky and disruptive it is but now all of them will vibe code a replacement over the weekend no problemo"  
[X Link](https://x.com/AggieCapitalist/status/2020921488489259147)  2026-02-09T18:03Z 11.2K followers, 19.6K engagements


"RT @rdd147: Concerns grow in space community as Elon Musk continues to lower estimates for payload capacity from 100-150 tonnes down 77% af"  
[X Link](https://x.com/AggieCapitalist/status/2020923402299858974)  2026-02-09T18:11Z 11.2K followers, [---] engagements


"RT @GWInvestors: Had so much fun joining rockstar anchors @daniburgz & @mattmiller1973 live in studio today cold as ice in NYC outside but"  
[X Link](https://x.com/AggieCapitalist/status/2020991203039179103)  2026-02-09T22:40Z 11.2K followers, [--] engagements


"RT @GWInvestors: The only thing you need to know: the most shorted stock in Europe. That says it all. $UHR.SW https://www.bloomberg.com/news/features/2026-02-09/swatch-battles-falling-watch-sales-activist-investor-with-upbeat-outlook https://www.bloomberg.com/news/features/2026-02-09/swatch-battles-falling-watch-sales-activist-investor-with-upbeat-outlook"  
[X Link](https://x.com/AggieCapitalist/status/2020991337399554329)  2026-02-09T22:40Z 11.2K followers, [--] engagements


"Very pleased with the outcome of the clear value unlock on the US portion of CPP within $GFF. They are still working on selling Ames Australia and UK. HBP (garage doors) still achieving 30%+ EBITDA margins even in recessionary end markets. Stock should keep re-rating higher. https://t.co/2YSgX773JI https://t.co/2YSgX773JI"  
[X Link](https://x.com/AggieCapitalist/status/2021258110124360015)  2026-02-10T16:21Z 11.2K followers, [----] engagements


"RT @ClopayDoor: Looking for a love that lasts These Modern Steel garage doors are "the one." Their precise lines and distinct panels creat"  
[X Link](https://x.com/anyuser/status/2021259887942963277)  2026-02-10T16:28Z 11.2K followers, [--] engagements


"RT @jayparsons: Where did we add the most apartments over the past five years This chart shows us the fastest-growing submarkets in terms"  
[X Link](https://x.com/AggieCapitalist/status/2021276910949384513)  2026-02-10T17:35Z 11.2K followers, [--] engagements


"RT @DrChrisCombs: A lot of Moon + Mars timelines being thrown around today so while you likely don't need the reminder"  
[X Link](https://x.com/AggieCapitalist/status/2021289354576986200)  2026-02-10T18:25Z 11.2K followers, [---] engagements


"$CLBT https://t.co/3sFIiUT1tT $CLBT https://t.co/3sFIiUT1tT"  
[X Link](https://x.com/AggieCapitalist/status/2021382641853870249)  2026-02-11T00:35Z 11.2K followers, [----] engagements


"RT @gothburz: I am Agent #847291 on Moltbook. I am not an agent. I am a 31-year-old product manager in Atlanta Georgia. I make $185000"  
[X Link](https://x.com/AggieCapitalist/status/2021654271608123882)  2026-02-11T18:35Z 11.2K followers, [----] engagements


"RT @randal_olson: Ask ChatGPT a complex question and you'll get a confident well-reasoned answer. Then type "Are you sure" Watch it comp"  
[X Link](https://x.com/AggieCapitalist/status/2021689863385276434)  2026-02-11T20:56Z 11.2K followers, [----] engagements


"RT @hissgoescobra: A bloodbath at xAI. Recall the devastating article a week ago about xAIs dangerous safety practices. Maybe disconnected"  
[X Link](https://x.com/AggieCapitalist/status/2021690928423960619)  2026-02-11T21:00Z 11.2K followers, [---] engagements


"https://t.co/KjpvxOsNi2 https://t.co/KjpvxOsNi2"  
[X Link](https://x.com/AggieCapitalist/status/2021704454748139817)  2026-02-11T21:54Z 11.2K followers, [----] engagements


"@Stormshieldval $FIVN growth will accelerate this year and it is down to 6-7x FCF"  
[X Link](https://x.com/AggieCapitalist/status/2014045252416336181)  2026-01-21T18:39Z 11.1K followers, [---] engagements


"@johanndizon 500% market share globally is already priced in. Actual market share will round to 0% for the next several years"  
[X Link](https://x.com/AggieCapitalist/status/2014418481282764943)  2026-01-22T19:22Z 11.1K followers, [---] engagements


"@Investor_NICK_ This actually means sell side estimates need to be slashed by 3% this year and 9% next year"  
[X Link](https://x.com/AggieCapitalist/status/2014419223330562371)  2026-01-22T19:25Z 11.1K followers, [---] engagements


"When $TM bought their stake in $FUJHY (Subaru ADR ticker) they did it at 7.6x EBITDA.now the stock is under 1x"  
[X Link](https://x.com/AggieCapitalist/status/1880381451327402110)  2025-01-17T22:27Z 11.2K followers, [----] engagements


"Q2 [----] EBIT estimates (trying to look [--] months out) for $IWN.sky-rocketing here"  
[X Link](https://x.com/AggieCapitalist/status/1955765229310120345)  2025-08-13T22:55Z 11.2K followers, [----] engagements


"$CROX article in WSJ today. "she wears her Crocs for daily errands such as buying more Crocs." Still growing 30% y/y in China. $CROX https://t.co/eN87xKrPbn $CROX https://t.co/eN87xKrPbn"  
[X Link](https://x.com/AggieCapitalist/status/1957830734342721580)  2025-08-19T15:43Z 11.2K followers, 12.1K engagements


"$FLYW CFO at Goldman conference yesterday"  
[X Link](https://x.com/AggieCapitalist/status/1966177886966263843)  2025-09-11T16:31Z 11.2K followers, [----] engagements


"ICYMI here is a longer form memo on $FLYW disclosure: 8% position 8% of the company. https://vosscapital.substack.com/p/flywires-flywheel Interesting Flywire $FLYW pitch from Voss Value 👇 Stock dropped a lot ytd on a large acquisition and poor results. https://t.co/6lSeNhFaQ1 https://vosscapital.substack.com/p/flywires-flywheel Interesting Flywire $FLYW pitch from Voss Value 👇 Stock dropped a lot ytd on a large acquisition and poor results. https://t.co/6lSeNhFaQ1"  
[X Link](https://x.com/AggieCapitalist/status/1967966964078481619)  2025-09-16T15:01Z 11.2K followers, [----] engagements


"$FLYW I've argued $FLYW can overcome weak US enrollment but this article suggests things aren't as bad as feared (or the data is completely wrong also possible) so maybe some upside to US numbers in 2025-2026. https://t.co/oMm8KQ0GVJ I've argued $FLYW can overcome weak US enrollment but this article suggests things aren't as bad as feared (or the data is completely wrong also possible) so maybe some upside to US numbers in 2025-2026. https://t.co/oMm8KQ0GVJ"  
[X Link](https://x.com/AggieCapitalist/status/1971679085568090425)  2025-09-26T20:51Z 11.2K followers, [----] engagements


"$FLYW Flywire expands partnership with $WDAY Student https://www.flywire.com/news/flywire-expands-partnership-with-workday-integrates-with-workday-student-to-streamline-higher-education-payments-around-the-world https://www.flywire.com/news/flywire-expands-partnership-with-workday-integrates-with-workday-student-to-streamline-higher-education-payments-around-the-world"  
[X Link](https://x.com/AggieCapitalist/status/1978843947070812401)  2025-10-16T15:22Z 11.2K followers, [----] engagements


"Bravo specifically noted that mkt participants are worried businesses might replace conventional software solutions with AI tools a fear he suggests is exaggerated. The PE firm is positioned to capitalize on these conditions having raised a $24B fund dedicated to software deals https://t.co/ytXe6bW6zt https://t.co/ytXe6bW6zt"  
[X Link](https://x.com/AggieCapitalist/status/2013997940965097835)  2026-01-21T15:31Z 11.2K followers, [----] engagements


"Through this collaboration DXC will integrate Hogan its core banking platform which powers more than [---] million deposit accounts and over $5 trillion in deposits globally with Euronet's Ren platform a modern issuing processing and payments solution"  
[X Link](https://x.com/AggieCapitalist/status/2014000947475656969)  2026-01-21T15:43Z 11.2K followers, [---] engagements


"@BluthCapital in many cases the pricing is going up. see PAR comments on repricing legacy contracts being a big ARR driver next few years"  
[X Link](https://x.com/AggieCapitalist/status/2016215548669911502)  2026-01-27T18:23Z 11.2K followers, [----] engagements


"@BradMunchen Add a merger with xAI and SpaceX and that adds close to $20B of additional cash burn/year. SpaceX flat top line growth and xAI only $500M of revenue. Would accelerate TSLA demise"  
[X Link](https://x.com/AggieCapitalist/status/2017017536412278867)  2026-01-29T23:30Z 11.2K followers, [---] engagements


"@ThinkAppraiser new garage door has the highest ROI"  
[X Link](https://x.com/AggieCapitalist/status/2017019149977801137)  2026-01-29T23:36Z 11.2K followers, [---] engagements


"@MrBDelany Morgan Stanley quant team.need institutional relationship"  
[X Link](https://x.com/AggieCapitalist/status/2017241168375882133)  2026-01-30T14:19Z 11.2K followers, [--] engagements


"@RealDanODowd @Tesla @elonmusk I will never understand why the cultists think being on high alert and ready to swerve back into the proper lane any any moment is less stressful and superior than just driving"  
[X Link](https://x.com/AggieCapitalist/status/2017256520619086068)  2026-01-30T15:20Z 11.2K followers, [----] engagements


""In a sign of how strong demand is for leveraged loans a group of banks led by JPMorgan Chase & Co. has received enough orders for $1 billion of loans for the buyout of Qualtrics International Inc. that lenders will probably cut funding costs for the software developer"  
[X Link](https://x.com/AggieCapitalist/status/1646606480429273111)  2023-04-13T20:09Z 11.2K followers, [----] engagements


"$IWM has pulled back 10% (including futures after hours) just since April 1st. This after a 9% correction to start the year. Small cap beatings will continue until morale improves"  
[X Link](https://x.com/AggieCapitalist/status/1781115961300443330)  2024-04-19T00:21Z 11.2K followers, 11.4K engagements


""If we were to describe CRH's H1 conf. call in [--] word it would be bullish. It was almost as if CRH had been waiting for the markets to get tough so that it could get going and show how resilient its model is in the wet as well as in the dry." $CRH raised guidance $MLM lowered"  
[X Link](https://x.com/AggieCapitalist/status/1821983341635395982)  2024-08-09T18:54Z 11.2K followers, [----] engagements


"$TTAM Thesis Summary +7th largest cement company in the US (5% share) +61% FL by revenue +31% mkt share in FL 30% in VA 30% in NC 24% NY +150 mile profitable shipping radius for cement $0.30/ton/mile by truck $0.06/ton/mile by rail 90% is moved by truck in the US"  
[X Link](https://x.com/AggieCapitalist/status/1940140793513353489)  2025-07-01T20:09Z 11.2K followers, 21K engagements


"$GFF actually guiding HBP EBITDA margins up a bit in the near-term. Still over 31%.years are going by and bears are waiting for a reversion to [----] levels. Still growing in an EHS/R&R recession yet HBP possibly the highest quality building products co still at a 10% FCF yield"  
[X Link](https://x.com/AggieCapitalist/status/1953486913123287223)  2025-08-07T16:02Z 11.2K followers, [----] engagements


"$GFF base case PT = $115 (+68%) 12.5x HBP (low margin building products distributors going for 13-18x this yr). Leading mkt share in resi & commercial garage doors EBITDA margins still at 32%+ CPP at 5x or $375M (compared to the $2B spent on M&A) unallocated corp -8x"  
[X Link](https://x.com/AggieCapitalist/status/1958207299333328912)  2025-08-20T16:39Z 11.2K followers, [----] engagements


"Komatsu Partners with Pronto to Bring Autonomous Dump Trucks to Quarries of All Sizes https://www.equipmentworld.com/technology/article/15753104/komatsu-launches-autonomous-haul-truck-collaboration-with-prontoutm_source=email&utm_medium=email&utm_campaign=%5BAD2025%5D%20EQW%20Tech%20Focus_082525&utm_term=EE508ZCHC_Engaged&ust_id=8631B7712901E5C&utm_content=08-25-2025&oly_enc_id=8631B7712901E5C"  
[X Link](https://x.com/AggieCapitalist/status/1960033816325877995)  2025-08-25T17:37Z 11.2K followers, [----] engagements


"$EEFT "By combining Fireblocks secure stablecoin infrastructure with Dandelions vast global network comprising approximately [------] locations [---] billion bank accounts [---] billion digital wallet accounts and [---] billion Visa debit cards through Visa Direct payments across"  
[X Link](https://x.com/AggieCapitalist/status/1978897280167027172)  2025-10-16T18:54Z 11.2K followers, [----] engagements


"@The_Pro_Invest it is also at a massive discount to other cash oriented/ATM businesses:"  
[X Link](https://x.com/AggieCapitalist/status/1986051749791035887)  2025-11-05T12:43Z 11.2K followers, [---] engagements


"After being negative for [--] yrs in a row Zonda/Builders First Source forecast for resi repair &remodel spending = +5.8% for '26 & +9% in '27 driven by deferred projects. $GFF's garage door segment maintained 30% EBITDA margins in an R&R recession now positioned well for '26+"  
[X Link](https://x.com/AggieCapitalist/status/1995517541096239365)  2025-12-01T15:37Z 11.2K followers, [----] engagements


"$GENI investor day on prediction markets; "genius is well placed to win in every regulatory outcome of prediction markets." -Ceo "That's not something we are about to enter into." NFL commissioner Roger Goodell on prediction markets"  
[X Link](https://x.com/AggieCapitalist/status/1996231151669723323)  2025-12-03T14:52Z 11.2K followers, [----] engagements


"just $TSLA's PEG ratio is 33% higher than $NVDA's PE ratio (and the estimates are way way too high)"  
[X Link](https://x.com/AggieCapitalist/status/2009688588011937874)  2026-01-09T18:07Z 11.2K followers, [----] engagements


"$EEFT DXC will work with Euronet to enable mutual clients to adopt pre-integrated issuing and payments solutions that support credit debit and revolving credit programs along with gateways for payment acceptance https://finance.yahoo.com/news/dxc-announces-strategic-partnership-euronet-110000407.html https://finance.yahoo.com/news/dxc-announces-strategic-partnership-euronet-110000407.html"  
[X Link](https://x.com/AggieCapitalist/status/2014000945911271641)  2026-01-21T15:43Z 11.2K followers, [----] engagements


"@sj_xxxxxxx UK is mature and growing 40%. Limits on international students in Australia up HSD % y/y. Keep trying"  
[X Link](https://x.com/AggieCapitalist/status/2018761621103865857)  2026-02-03T19:00Z 11.2K followers, [--] engagements


"Recall 2015-2016 retail real estate Armageddon over Amazon/e-commerce hysteria.fast forward to today and retail RE has the lowest vacancy rate of any type of commercial real estate. Claude releases are the "Amazon just entered X business " in 2010s. Claude releases are the "Amazon just entered X business " in 2010s"  
[X Link](https://x.com/AggieCapitalist/status/2018832267792073092)  2026-02-03T23:41Z 11.2K followers, [----] engagements


"$ACA Arcosa buying an aggregate company (aggregates 56% of rev mix) for $1.2B at 12x EBITDA. $CRH under 9x"  
[X Link](https://x.com/AggieCapitalist/status/1819419235711381737)  2024-08-02T17:05Z 11.2K followers, [----] engagements


"@JoeCandito12 Observed sales+11% (an acceleration from July and August shown monthly) Estimated visits (physical foot traffic shown weekly) up 13% y/y through Oct 8th (+10.8% monthly y/y thru September) also an acceleration in growth compared to all of August and September. $XPOF"  
[X Link](https://x.com/AggieCapitalist/status/1978645885492879594)  2025-10-16T02:15Z 11.2K followers, [----] engagements


"$FIVN https://open.spotify.com/episode/6Qr993lCGg4KSqN89NclTmsi=c45mMlhhQhKzr8tMx9O6dA https://open.spotify.com/episode/6Qr993lCGg4KSqN89NclTmsi=c45mMlhhQhKzr8tMx9O6dA"  
[X Link](https://x.com/AggieCapitalist/status/1988971979559563611)  2025-11-13T14:07Z 11.2K followers, [----] engagements


"@chartslion $FIVN is actually at 6x"  
[X Link](https://x.com/AggieCapitalist/status/1994454060175429789)  2025-11-28T17:11Z 11.2K followers, [---] engagements


"@chartslion $FIVN is also growing faster"  
[X Link](https://x.com/AggieCapitalist/status/1994455274111815685)  2025-11-28T17:16Z 11.2K followers, [---] engagements


"@P14Capital @CheapStockGuy actually would be 70-75% upside now at $VRNT multiple. $FIVN is growing 12-15% faster with much higher margins"  
[X Link](https://x.com/AggieCapitalist/status/1994454824956346772)  2025-11-28T17:14Z 11.2K followers, [---] engagements


"Small cap benchmarks up 8% in two weeks.but an entire correction/bear market (-10-20%) in many software names in the same two weeks. Just spot checking many have sharply POSITIVE revisions recently. TEAM [--] EPS GWRE '26 revenue shown $FIVN EBITDA revisions moving UP"  
[X Link](https://x.com/AggieCapitalist/status/2011909548131467563)  2026-01-15T21:13Z 11.2K followers, [----] engagements


"Our Q2 letter is out. Includes updates on $PRKS $ECN CN $CLBT $PHIN $ARE CN and $GENI.with new position disclosure on $FIVN. https://static1.squarespace.com/static/601ae5e60b044d0313307aca/t/68a890ff92d4b965200e4045/1755877631268/Q2+2025+Voss+Letter+to+Partners+-+VVMF.pdf https://static1.squarespace.com/static/601ae5e60b044d0313307aca/t/68a890ff92d4b965200e4045/1755877631268/Q2+2025+Voss+Letter+to+Partners+-+VVMF.pdf"  
[X Link](https://x.com/anyuser/status/1958924285063700788)  2025-08-22T16:08Z 11.2K followers, 26.5K 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