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# ![@ArenaManCapital Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1698371192225492992.png) @ArenaManCapital ARENA MAN CAPITAL

ARENA MAN CAPITAL posts on X about $csuto, ai, money, $dgel the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1698371192225492992/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1698371192225492992/c:line/m:interactions.svg)

- [--] Week [-----] -1.60%
- [--] Month [-------] +203%
- [--] Months [-------] +108%
- [--] Year [-------] +27%

### Mentions: [--] [#](/creator/twitter::1698371192225492992/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1698371192225492992/c:line/m:posts_active.svg)

- [--] Week [--] +23%
- [--] Month [--] +26%
- [--] Months [---] +114%
- [--] Year [---] +11%

### Followers: [-----] [#](/creator/twitter::1698371192225492992/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1698371192225492992/c:line/m:followers.svg)

- [--] Week [-----] +0.05%
- [--] Month [-----] +12%
- [--] Months [-----] +27%
- [--] Year [-----] +77%

### CreatorRank: [---------] [#](/creator/twitter::1698371192225492992/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1698371192225492992/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  30.56% [stocks](/list/stocks)  19.44% [countries](/list/countries)  10.19% [technology brands](/list/technology-brands)  9.26% [currencies](/list/currencies)  3.7% [luxury brands](/list/luxury-brands)  1.85% [fashion brands](/list/fashion-brands)  1.85% [social networks](/list/social-networks)  1.85% [travel destinations](/list/travel-destinations)  1.85% [automotive brands](/list/automotive-brands)  0.93%

**Social topic influence**
[$csuto](/topic/$csuto) #16, [ai](/topic/ai) 9.26%, [money](/topic/money) 7.41%, [$dgel](/topic/$dgel) 7.41%, [china](/topic/china) 5.56%, [$tweax](/topic/$tweax) 5.56%, [$toiv](/topic/$toiv) #5, [$mgpi](/topic/$mgpi) #2, [$2360hk](/topic/$2360hk) #1, [the most](/topic/the-most) 4.63%

**Top accounts mentioned or mentioned by**
[@atelicinvest](/creator/undefined) [@ernestwongbwm](/creator/undefined) [@joinyellowbrick](/creator/undefined) [@nicoperjes](/creator/undefined) [@1lemonaday](/creator/undefined) [@historianzhang](/creator/undefined) [@hcapinvesting](/creator/undefined) [@mikefritzell](/creator/undefined) [@lifelonghacker](/creator/undefined) [@tweglobal](/creator/undefined) [@steigerwaldvalu](/creator/undefined) [@cj0pp3l](/creator/undefined) [@pagerduty](/creator/undefined) [@firstadopter](/creator/undefined) [@edconwaysky](/creator/undefined) [@frvalue](/creator/undefined) [@bilalakh](/creator/undefined) [@phteocos](/creator/undefined) [@dm3dev](/creator/undefined) [@levelsio](/creator/undefined)

**Top assets mentioned**
[Brown-Forman Corporation Class B (BF.B)](/topic/$bfb) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Shopify Inc (SHOP)](/topic/$shop) [Constellation Brands, Inc. Class A (STZ)](/topic/$stz) [Array Technologies, Inc. (ARRY)](/topic/$arry) [SolarEdge Technologies, Inc. (SEDG)](/topic/$sedg) [Enphase Energy Inc (ENPH)](/topic/$enph) [Markel, Corp. (MKL)](/topic/$mkl) [BlackBerry Limited (BB)](/topic/blackberry) [Under Armour Inc Class C (UA)](/topic/$ua) [Danaher Corporation (DHR)](/topic/$dhr)
### Top Social Posts
Top posts by engagements in the last [--] hours

"13D filing in $TBRG shows the CEO of Strikwerda Investments (sold $TOI.V stake to $CSU.TO) filed a disclosure of owning 5.1% of TruBridge"  
[X Link](https://x.com/anyuser/status/1800493015901049250)  2024-06-11T11:39Z [----] followers, [----] engagements


"$LIFCO-B.ST results out. Not particularly pretty. Hope we get a buying opportunity"  
[X Link](https://x.com/anyuser/status/1848607024759951863)  2024-10-22T06:07Z [----] followers, [----] engagements


"Insider purchasing at solar companies seems to indicate they think they know something the market doesn't. $ARRY $ENPH $SEDG"  
[X Link](https://x.com/anyuser/status/1861027936536772880)  2024-11-25T12:43Z [----] followers, [----] engagements


"$TOI.V acquired Dolist. Competitor to SendGrid/Mailchimp/Twillio/Pilvo among other things. Some defensibility at scale since changing providers can affect deliverability. Changing providers means building reputation on new outgoing IPs and new DNS records (DMARC/SPF/DKIM)"  
[X Link](https://x.com/anyuser/status/1891506119832432909)  2025-02-17T15:12Z [----] followers, [----] engagements


"Live shot of most investors vs. $CSU.TO shareholders"  
[X Link](https://x.com/anyuser/status/1912716713428414553)  2025-04-17T03:56Z [----] followers, [----] engagements


"NGL the coffee game at HK McDonald's is way better than it has any right to be. La Marzocco machine (the Ferrari of espresso machines) great latte art decent glass and by large chain standards decent beans. Whole meal is less than a decent latte somewhere else"  
[X Link](https://x.com/anyuser/status/1971040733764423690)  2025-09-25T02:35Z [----] followers, [----] engagements


"2025 YTD: 30.6% 2024: 46.6% $TOI.V $CSU.TO $SGN.WA $LMN.V $ACP.WA $ASE.WA $JDG.L $TEQ.ST $BERNER-B.ST $KARNEL-B.ST $MGPI $TBRG $2330.TW $BN.TO I miss the days when people were scared of HK and thought China was going to collapse tomorrow. [----] YTD: 37.1% 2024: 46.6% $TOI.V $SGN.WA $ACP.WA $ASE.WA $JDG.L $TBRG $2360.HK $TFII.TO $2300.TW $ENGH.TO $CHG.DE $BERNER-B.ST $MGPI $TEQ.ST $KARNEL-B.ST $GLV.L $BN.TO $MKL $QIS.TO EUR/USD. 👶 = no time for DD means it's harder to lose money on shitcos😅. https://t.co/8c1sqvK3Vg [----] YTD: 37.1% 2024: 46.6% $TOI.V $SGN.WA $ACP.WA $ASE.WA $JDG.L $TBRG"  
[X Link](https://x.com/ArenaManCapital/status/1973673895208362068)  2025-10-02T08:58Z [----] followers, 26.2K engagements


"2025: 29.04% 2024: 46.6% $TWE.AX $2360.HK $TBRG $MGPI $KARNEL-B.ST $BERNER-B.ST $TEQ.ST $WISE.L $JDG.L $ASE.WA $ACP.WA $TOI.TO $PNP.TO $CSU.TO $TFII.TO $SGN.WA Hope you all have a great [----] [----] YTD: 30.6% 2024: 46.6% $TOI.V $CSU.TO $SGN.WA $LMN.V $ACP.WA $ASE.WA $JDG.L $TEQ.ST $BERNER-B.ST $KARNEL-B.ST $MGPI $TBRG $2330.TW $BN.TO I miss the days when people were scared of HK and thought China was going to collapse tomorrow. https://t.co/gNFS5ba2Z7 [----] YTD: 30.6% 2024: 46.6% $TOI.V $CSU.TO $SGN.WA $LMN.V $ACP.WA $ASE.WA $JDG.L $TEQ.ST $BERNER-B.ST $KARNEL-B.ST $MGPI $TBRG $2330.TW $BN.TO I"  
[X Link](https://x.com/anyuser/status/2007054553276170708)  2026-01-02T11:41Z [----] followers, 10.8K engagements


"Basically all $BERNER-B.ST investors are missing the true investment thesis. Basically leather jackets are pure alpha. It's like Mark Leonard and beards"  
[X Link](https://x.com/ArenaManCapital/status/1946253643805585888)  2025-07-18T17:00Z [----] followers, [----] engagements


"$NA9.DE Nagarro has had the AI overhang as well. Eventually earnings speak above the noise. It's not as if AI magically gives the tech illiterate the ability to understand OIDC SSL DB read slaves etc. Much of IT services looks undervalued. $GIB.TO $CAP.PA etc"  
[X Link](https://x.com/ArenaManCapital/status/1990599717621997713)  2025-11-18T01:55Z [----] followers, [----] engagements


"$TWE.AX Penfolds Grange display in Shenzhen. Right behind were the Bordeaux first growths. High end wine is definitely very available in China"  
[X Link](https://x.com/ArenaManCapital/status/1992147974655471684)  2025-11-22T08:27Z [----] followers, [----] engagements


"In the international terminal in Kunming Yunnan it's mostly $TWE.AX Treasury Wine's brands (Beringer/Penfolds) for sale"  
[X Link](https://x.com/ArenaManCapital/status/2000376172400808205)  2025-12-15T01:23Z [----] followers, [----] engagements


"$TWE.AX released a "clean the decks" update with the new CEO since he can blame old CEO. Stopped the buyback. Undoubtedly outgoing CEO was a bad acquirer. Still trades at an undemanding multiple never seen in it's history amid a recovering industry backdrop and a new CEO. The $TWE.AX acquisition of DAOU two years ago for A$1.5billion looked like utter folly. And so it has proved. This BS about "drinking less but better" and "premiumisation". @TWE_Global upper end range is completely overpriced for what it is so its uncompetitive. Maybe people The $TWE.AX acquisition of DAOU two years ago for"  
[X Link](https://x.com/ArenaManCapital/status/2001095489480249587)  2025-12-17T01:01Z [----] followers, [----] engagements


"$CSU.TO issuing series [--] debentures at $133 during a period of high inflation was reasonable timing"  
[X Link](https://x.com/ArenaManCapital/status/2003689797425213562)  2025-12-24T04:50Z [----] followers, [----] engagements


"This morning my son put his toy game next to mine. Made me happy. Money aside $7974.T Nintendo sells magic moments. Looking forward to my son growing up and us getting to share those experiences"  
[X Link](https://x.com/ArenaManCapital/status/2005507887653880296)  2025-12-29T05:15Z [----] followers, [----] engagements


"$TWE.AX Penfolds ad in Shanghai's Xintiandi. Still the default wine option here especially if the buyer doesn't know much about wine"  
[X Link](https://x.com/ArenaManCapital/status/2006655194701115759)  2026-01-01T09:14Z [----] followers, [----] engagements


"Scare around AI for $CSU.TO and software has been the mentally easiest drawdown for me to weather despite representing 55% of NAV. In a past life started [--] companies worked at many of big tech. Here's a list of topics to help folks gain informed views/conviction. 1/n"  
[X Link](https://x.com/ArenaManCapital/status/2011855514922336374)  2026-01-15T17:38Z [----] followers, 53.5K engagements


"At age [--] after a career in investing Watsa put on the hedges bet on Blackberry etc. Seems to love jockey investing and maybe not the most infallible of temperaments. Personal theory of Watsa: when people love him you have to dump him and vice versa. New post Fairfax Loves Under Armour. Im Not So Sure. $UA $FFH https://t.co/JORZ8GZaUf New post Fairfax Loves Under Armour. Im Not So Sure. $UA $FFH https://t.co/JORZ8GZaUf"  
[X Link](https://x.com/ArenaManCapital/status/2018386339079823599)  2026-02-02T18:09Z [----] followers, [----] engagements


"@SteigerwaldValu @ErnestWongBWM CS is fantastic value for money It's why I buy it. I guess you're maybe more of a Kilchoman/Ardnahoe kind of a guy"  
[X Link](https://x.com/ArenaManCapital/status/2018733280892436525)  2026-02-03T17:08Z [----] followers, [--] engagements


"@CJ0pp3l Cheap furniture. That's the $CSU.TO we know and love"  
[X Link](https://x.com/ArenaManCapital/status/2019643889985139015)  2026-02-06T05:26Z [----] followers, [---] engagements


"Tips to optimize the backtester include: use Parquet/DuckDB for the backtest but RDB for permanent store. Processes for serializing back/forth should be rock solid. Optimizing batch sizes/parallelization for HW is important. 5/"  
[X Link](https://x.com/ArenaManCapital/status/2020044035000590445)  2026-02-07T07:56Z [----] followers, [--] engagements


"However there is a lot of obvious value out there. A lot of this is due to market structure. Momentum investing works and unlike value factors the more people use it the better it works as shareholders pile on. By contrast value factors are to be self-correcting. 2/"  
[X Link](https://x.com/ArenaManCapital/status/2021520973653295596)  2026-02-11T09:45Z [----] followers, [--] engagements


"Looking at the trades a 6M momentum strategy makes I find it tends to buy stocks that seem optically expensive at the time. Looking at the stocks today a lot of that value ended up getting justified in retrospect. So there is something to momentum investing. 3/"  
[X Link](https://x.com/ArenaManCapital/status/2021520975859507412)  2026-02-11T09:45Z [----] followers, [--] engagements


"Thus far because LLMs can do a first pass on every security in the world the biggest benefit LLMs can provide I think is sourcing/filtering investment ideas. There are a shocking number of reasonable quality single digit PE companies. 6/"  
[X Link](https://x.com/ArenaManCapital/status/2021520982457086349)  2026-02-11T09:45Z [----] followers, [---] engagements


"In the process I've tried many LLMs. Personally I find they're all far from being ready to be used solely without supervision. Opus [---] still makes really blindingly silly mistakes. Usable software with complexity being made without human supervision seems far fetched. 7/"  
[X Link](https://x.com/ArenaManCapital/status/2021520984147407089)  2026-02-11T09:45Z [----] followers, [---] engagements


"2024 Q1 Portfolio: $DHR $2368.HK $KPG.AX $2360.HK $1523.HK $3600.HK $0833.HK $0941.HK $CHG.DE $CSU.TO $SGN.WA $VTY.L $CRN.L $TEQ.ST $LIFCO-B.ST Cut/trimmed: $883.HK $TOI.V Added: $2360.HK $1523.HK Q1 [----] Performance: 17.88%"  
[X Link](https://x.com/ArenaManCapital/status/1773988772083839131)  2024-03-30T08:20Z [----] followers, 23.8K engagements


"Today what edges do humans have over machines in investing The edges I see in machines over humans are emotional and research/knowledge"  
[X Link](https://x.com/ArenaManCapital/status/2015638955254002127)  2026-01-26T04:12Z [----] followers, [----] engagements


"Kept running out of credits so gave Deepseek a whirl. Found it outperformed Claude Sonnet [---] for certain things despite being on a different planet cost wise"  
[X Link](https://x.com/ArenaManCapital/status/2016748227090141594)  2026-01-29T05:40Z [----] followers, [----] engagements


"Putting my backtester to the test has been illuminating. Always assumed P/FCF was a more noisy signal than EV/EBITDA. Cool to see just how much it would affect a backtest for it being the only signal to a quant trading algo. Underscores the importance of normalizing numbers"  
[X Link](https://x.com/ArenaManCapital/status/2017072175333970239)  2026-01-30T03:07Z [----] followers, [----] engagements


"More about SaaS. $GOOG $MSFT $AMZN $NVDA etc. all numerous internal tools teams. I used to be on a few at $NVDA / $AVGO. $GOOG is a $CRM customer with 180K employees. Massive economies of scale. They're busy creating value not reinventing the wheel to save pocket change"  
[X Link](https://x.com/ArenaManCapital/status/2017590105519886600)  2026-01-31T13:25Z [----] followers, [----] engagements


"Conclusion thus far: IMO LLMs suffer from consensus thinking. It is hard to get an LLM to produce original deep thought. Index/momentum hugging investors might have trouble competing but concentrated original thinking investors who know their subject matter are safe. Today what edges do humans have over machines in investing The edges I see in machines over humans are emotional and research/knowledge. Today what edges do humans have over machines in investing The edges I see in machines over humans are emotional and research/knowledge"  
[X Link](https://x.com/ArenaManCapital/status/2018224541756166386)  2026-02-02T07:26Z [----] followers, [----] engagements


""In bear markets stocks return to their rightful owners" $1500/share please"  
[X Link](https://x.com/ArenaManCapital/status/2018706349421437323)  2026-02-03T15:21Z [----] followers, [----] engagements


"Talking to CTOs there is a worry that junior engineers are producing so much tech debt with AI they'd rather them code by hand and learn. Junior engs don't know what "good" looks like. Personally I'm reviewing every line and throw away 35% of AI code"  
[X Link](https://x.com/ArenaManCapital/status/2019229006793699461)  2026-02-05T01:58Z [----] followers, [----] engagements


"$PD can probably written in a weekend does not really have any switchover cost it's expensive. I imagine with today's economics it probably would be silly to maintain than buy with a org fewer than [---] engs as this is one thing that can't mess up. At 100+ though. Every time ive gotten paged by $PD ive shorted the stock. Im up $76K shorting this. Fucking trash product. @pagerduty fuck you. Every time ive gotten paged by $PD ive shorted the stock. Im up $76K shorting this. Fucking trash product. @pagerduty fuck you"  
[X Link](https://x.com/ArenaManCapital/status/2019632290939433400)  2026-02-06T04:40Z [----] followers, [----] engagements


"Been asked about this quite a bit so here's my brief take on how to build a backtester. Data source is Financial Modeling Prep but good eng means this should be abstracted such that you can switch data sources in a heartbeat. I've got eyes on Factset. 1/ Putting my backtester to the test has been illuminating. Always assumed P/FCF was a more noisy signal than EV/EBITDA. Cool to see just how much it would affect a backtest for it being the only signal to a quant trading algo. Underscores the importance of normalizing numbers. https://t.co/4HmpK58Lwx Putting my backtester to the test has been"  
[X Link](https://x.com/ArenaManCapital/status/2020044026620334460)  2026-02-07T07:56Z [----] followers, [---] engagements


"Overall this took maybe [--] hours of working time with Cursor/Claude Sonnet. It would be moments of thinking playing with my son then getting back to it. People rave about Opus but I found [---] to be about as good as a Stanford new grad (ie. overconfident and retarded). 6/"  
[X Link](https://x.com/ArenaManCapital/status/2020044037127041246)  2026-02-07T07:56Z [----] followers, [---] engagements


"I opted to make the important decisions delegate the grunt work to Sonnet and pocket the savings. Maybe [---] is better I've not yet given it a whirl. But personally I think a world where the best engineers are out of work is a very long ways away if ever. AI is still young. 7/"  
[X Link](https://x.com/ArenaManCapital/status/2020044039169667511)  2026-02-07T07:56Z [----] followers, [---] engagements


"RT @firstadopter: Yea be careful folks"  
[X Link](https://x.com/ArenaManCapital/status/2020379245537878209)  2026-02-08T06:08Z [----] followers, [--] engagements


"For those who don't know Steven was considered heir-apparent of Microsoft. Made the bet against Silverlight in favour of HTML5 to the chagrin of many at Microsoft. Thinking about that time (1980s) the markets thought object-oriented programming would: * turn software in little parts effortlessly combined into apps with no skills * be so easy even a baby would code https://t.co/OwITtmCbvR Thinking about that time (1980s) the markets thought object-oriented programming would: * turn software in little parts effortlessly combined into apps with no skills * be so easy even a baby would code"  
[X Link](https://x.com/ArenaManCapital/status/2020456943047876787)  2026-02-08T11:17Z [----] followers, [----] engagements


"Despite Salesforce Datadog Slack Shopify JIRA Confluence etc. all having free battle tested OSS AI makes free things. more free But we're probably not thinking big enough. Everyone is out of a job. Including moms"  
[X Link](https://x.com/ArenaManCapital/status/2022324731131974129)  2026-02-13T14:59Z [----] followers, [---] engagements


"@joinyellowbrick Slack Salesforce Datadog JIRA Confluence GitHub etc. all have good OSS options. The code is/was always free. What does AI change when the thing it helps with was free to start with"  
[X Link](https://x.com/ArenaManCapital/status/2022295472229281794)  2026-02-13T13:03Z [----] followers, [---] engagements


"@joinyellowbrick Is there such a thing as non-hosted OSS anymore Shopify has Wordpress/WooCommerce. GitHub has GitLab. Datadog has Grafana/ELK stack. Amazon sells lots of OSS as hosted SW. The entire OSS model today is to release some software then charge money for hosting it"  
[X Link](https://x.com/ArenaManCapital/status/2022330009680216098)  2026-02-13T15:20Z [----] followers, [--] engagements


"@NicoperJES Nonsense If you are a police officer you are an expert in security. Of course they understand the DiffieHellman key exchange algorithm and elliptic curve cryptography. That basically makes them experts at building software"  
[X Link](https://x.com/ArenaManCapital/status/2022325481950101905)  2026-02-13T15:02Z [----] followers, [---] engagements


"@atelicinvest LOL. One time I had a failing test so Claude deleted the test"  
[X Link](https://x.com/ArenaManCapital/status/2022347569704366191)  2026-02-13T16:30Z [----] followers, [---] engagements


"@EdConwaySky @1lemonaday thoughts"  
[X Link](https://x.com/ArenaManCapital/status/2012126480831332856)  2026-01-16T11:35Z [----] followers, [---] engagements


"Past [--] years were crazy. Take w/ grain of salt. Post screen: 65% hit rate many multibaggers (graph trunc'd at 8x). Winners disproportionately affected IRR. Screen to investigate more: quantitative (is valuation dumb) and qualitative (is the mgmt going to do something dumb). 2/"  
[X Link](https://x.com/ArenaManCapital/status/2012872293790171498)  2026-01-18T12:58Z [----] followers, [---] engagements


"Left soft eng [---] years ago to invest full time. When I started did not know anything about German IFRS how to account for non-controlling interest etc. I am likely a better analyst. However I'm unsure I'm actually a better investor. 3/"  
[X Link](https://x.com/ArenaManCapital/status/2012872296407380407)  2026-01-18T12:58Z [----] followers, [---] engagements


"We did end up doing better than the screen (obv) but 80-20 rule applies. 80% of the work was done up front in the screen. Professional investors seem to love their accounting nuances. They'll recite some obscure rule in IFRS which they claim completely changes return profile. 4/"  
[X Link](https://x.com/ArenaManCapital/status/2012872298836209974)  2026-01-18T12:58Z [----] followers, [---] engagements


"Lots of parallels with soft eng. In soft eng used to debate nuances of GNU C compiler and knowledge of the arcane meant your manhood was bigger. Today I'm of the opinion that fin statements are just a snapshot in time. As time passes by the less relevant one filing is. 5/"  
[X Link](https://x.com/ArenaManCapital/status/2012872300903968785)  2026-01-18T12:58Z [----] followers, [---] engagements


"Having observed many professionals and seeing their results I'm of the opinion that the initial 20% is the most important analysis. The details seem way less important than the big two questions: is management going to do something dumb and is the valuation dumb. 6/"  
[X Link](https://x.com/ArenaManCapital/status/2012872303202181257)  2026-01-18T12:58Z [----] followers, [---] engagements


"$2360.HK Best Mart experimenting with perishables other than eggs Unlike larger format grocery stores they can go after the most attractive items. Potatoes/pumpkins obv last a while on the shelf. Most Canto uncles/aunties I know of consume a great deal of sweet potatoes"  
[X Link](https://x.com/ArenaManCapital/status/2012882024647000284)  2026-01-18T13:37Z [----] followers, [----] engagements


"My local $2097.HK Mixue in HK will be missed. I'm skeptical of whether mainland Chinese business models (high volume low margins) work in HK. Cost structure consumer preferences culture are all different. Been asking around have not met anyone who does grocery delivery here"  
[X Link](https://x.com/ArenaManCapital/status/2013098139360936009)  2026-01-19T03:56Z [----] followers, [----] engagements


"@HistorianZhang They're starting to push groceries. Apparently invest a lot in delivery time. If you don't mind me asking what are their backgrounds and what's the pain point that it solves Do they have helpers"  
[X Link](https://x.com/ArenaManCapital/status/2013118873977889275)  2026-01-19T05:18Z [----] followers, [--] engagements


"@HistorianZhang Sure If someone has a helper I'm not sure what problem delivery solves. In HK groceries are close/convenient/cheap and faster than delivery. So just trying to get a sense for their psychology/motive"  
[X Link](https://x.com/ArenaManCapital/status/2013127471810429291)  2026-01-19T05:52Z [----] followers, [--] engagements


"@FRValue Probably depends on what spirit price point and time frame. This is bourbon and Penelope Bourbon search traffic on Google Trends"  
[X Link](https://x.com/ArenaManCapital/status/2013133765648748727)  2026-01-19T06:17Z [----] followers, [---] engagements


"@bilal_akh Water water water"  
[X Link](https://x.com/ArenaManCapital/status/2013173415629529394)  2026-01-19T08:55Z [----] followers, [---] engagements


"@phteocos @dm3dev @levelsio FWIW I have a $5 VPS runs everything no problem Crawls sites for financial data on a headless Chrome browser which is way more demanding than PG. If vibe coding and using a proper ORM it feels identical. Would recommend"  
[X Link](https://x.com/ArenaManCapital/status/2013276943291138348)  2026-01-19T15:46Z [----] followers, [---] engagements


"@DaBao_ @atelicinvest Lot of competitors. Thought their acquisition of Segment was silly and never understood why companies never did it themselves. Now with AI Segment is really irrelevant"  
[X Link](https://x.com/ArenaManCapital/status/2013376813406499147)  2026-01-19T22:23Z [----] followers, [---] engagements


"@GlobalStockPick 100% momentum investing is WAY easier than contrarian value investing. But at least with value investing you can feel superior. It's like what I imagine being a vegan is like"  
[X Link](https://x.com/ArenaManCapital/status/2013502535001350312)  2026-01-20T06:43Z [----] followers, [---] engagements


"@ChrisRinvesting Funny enough frontend engineering is what AI is best at (because it's less complex) but OpenAI hires plenty of frontend engineers. Engineering in production is way different than the toy demos everyone is talking about"  
[X Link](https://x.com/ArenaManCapital/status/2013558095515918624)  2026-01-20T10:23Z [----] followers, [---] engagements


"The president is formerly of Harris group. However if you asked where should you hire industrial M&A talent the answer seems obvious. $CSU.TO non-VMS acquisition company Trulla Group https://t.co/o975JXaRj7 Focused on Manufacturing Services and Distribution. Does anyone have any info on any of their acquisitions https://t.co/OhnWvLXQV6 $CSU.TO non-VMS acquisition company Trulla Group https://t.co/o975JXaRj7 Focused on Manufacturing Services and Distribution. Does anyone have any info on any of their acquisitions https://t.co/OhnWvLXQV6"  
[X Link](https://x.com/ArenaManCapital/status/2013633079248576963)  2026-01-20T15:21Z [----] followers, [----] engagements


"@3Plantey2 Oh for sure Just an experiment. That said reading FinTwit's opinions on software made me realized that it's quite possible that an LLM driven system can potentially outperform many non-specialists. Also you can literally have an LLM analyze the entire equity universe"  
[X Link](https://x.com/ArenaManCapital/status/2014359247870722490)  2026-01-22T15:27Z [----] followers, [--] engagements


"Have prod test and perf DBs. Asked LLM to make some change to increase perf. LLM attempts to overwrite prod and use that for profiling. Really stupid. Not live have backups doesn't matter. But need more checks/balances with AI than humans as AI still lacks "common sense""  
[X Link](https://x.com/ArenaManCapital/status/2014564913822445996)  2026-01-23T05:04Z [----] followers, [----] engagements


"@atelicinvest Writing a backtesting platform. It works but unoptimized. Prompted Cursor to introduce a profiler and test data to see where the bottlenecks are. Instead of using any of the other DBs it wipes/populates the live/prod DB. Might use docker chroot or VM going forward"  
[X Link](https://x.com/ArenaManCapital/status/2014569755529929155)  2026-01-23T05:23Z [----] followers, [---] engagements


"@hcapinvesting $VTY.L is 5.9B USD. To 100x you'd have to have $VTY.L be worth [--] $DHIs for pop 1/5th of US. They're delivering 18K units. To 100x you'd presumably be delivering 2M units or about a home for every [--] Brits per year"  
[X Link](https://x.com/ArenaManCapital/status/1817456923240997302)  2024-07-28T07:07Z [----] followers, [---] engagements


"@CLMorrison7 @hcapinvesting $NVR is a [--] bagger from [----]. They were trading at 8x and had no dependency on external funding sources. $VTY.L trades at 21x and has a funding dependency on broke authorities for the thesis to play out. Yes you potentially get a one time 30% capital return. Far cry from 100x"  
[X Link](https://x.com/ArenaManCapital/status/1823705963653935326)  2024-08-14T12:59Z [----] followers, [---] engagements


"8 year track record is 30%+. [--] years ago my process required me to estimate an IRR based on div+growth+multiple for any company I investigated after a screen. Was basically completely wrong. Average IRR was 25% vs SPY's 20.5%. 1/"  
[X Link](https://x.com/ArenaManCapital/status/2012872291210682807)  2026-01-18T12:58Z [----] followers, [----] engagements


"Silly $CSU.TO bears ignore the compliance barriers. Say you migrate the data recreate a fair amount of functionality integrate systems etc. Are you CCPA GDPR SOC [--] HIPAA PIPL LGPD SOX PCI DSS FedRAMP NIST SP 800-53 / 800-88 ISO/IEC [-----] & [-----] compliant 99% of founders are building companies wrong. This is why after [--] years of development and [--] months securing approval from the European Commission for Educational Content Compliance. I'm pleased to announce my MasterClass: "The Art of Compliance" In this class I will teach https://t.co/KfaL9xCkL0 99% of founders are building companies"  
[X Link](https://x.com/ArenaManCapital/status/2014257395682419051)  2026-01-22T08:42Z [----] followers, [----] engagements


"@1lemonaday @pandawatch88 New $PDD job requirements: [--] years Python experience must know deadly martial arts"  
[X Link](https://x.com/ArenaManCapital/status/2014551500606087575)  2026-01-23T04:11Z [----] followers, [---] engagements


"What have I been doing making DCFs studying management etc. Momentum as a factor has done really well this past decade"  
[X Link](https://x.com/ArenaManCapital/status/2017654682827821536)  2026-01-31T17:42Z [----] followers, [--] engagements


"@MikeFritzell Not sure There are a few pockets in North America where Chinese is the majority language. Saw them in a few malls in midtownish areas. https://maps.app.goo.gl/rasnUTGzMbZGSVbL6 https://maps.app.goo.gl/rasnUTGzMbZGSVbL6"  
[X Link](https://x.com/ArenaManCapital/status/1815745363908911583)  2024-07-23T13:46Z [----] followers, [--] engagements


"@ValuePraya 🤣A few she mentioned: $688.hk $388.hk $17.hk $1109.hk"  
[X Link](https://x.com/ArenaManCapital/status/1853317385161408678)  2024-11-04T06:04Z [----] followers, [---] engagements


"WSET spirits holder & spirits investor here. Thread on resources for studying American whiskey (scotch is diff). American whiskey exposure in public markets is limited. Some exposure through: $BF.B $MGPI $DGE.L $2587.T $2503.T $STZ $RI.PA $CPR.MI Study them all. 1/n"  
[X Link](https://x.com/ArenaManCapital/status/1880272072917815700)  2025-01-17T15:12Z [----] followers, [----] engagements


"$LVMH's Glenmorangie ad. Rhymes with $DGE.L's Lagavulin campaign. Glenmorangie is known to have the tallest stills which results in increased reflux (when vapour hits the still walls and falls down) and therefore lighter more delicate whisky. https://www.youtube.com/watchv=2QVdfx-Tric https://www.youtube.com/watchv=2QVdfx-Tric"  
[X Link](https://x.com/ArenaManCapital/status/1884084452764405845)  2025-01-28T03:41Z [----] followers, [---] engagements


"$STZ Constellation Brands looking at an exit from wine"  
[X Link](https://x.com/ArenaManCapital/status/1897207545988833732)  2025-03-05T08:48Z [----] followers, [----] engagements


"@simonseverino No Japanese names [--] HK names. $2360.HK is a bet on management's proven excellence in low cost merchandising especially in wine. $9961.HK is a bet on an OTA's ability to build value in intangibles (brand/IP)"  
[X Link](https://x.com/ArenaManCapital/status/1906938629378978035)  2025-04-01T05:16Z [----] followers, [---] engagements


"@puppyeh1 $MC.PA wine brands got that resort on lockdown"  
[X Link](https://x.com/ArenaManCapital/status/1975795391045280036)  2025-10-08T05:28Z [----] followers, [---] engagements


"A bit of divergence in price and earnings for $TWE.AX Treasury Wine Estates. Investors who were probably looking for a pop from a reentry into China are likely disappointed. Broader story for wine is quite scary. Got curious after having mind blowing Australian sparkling wine"  
[X Link](https://x.com/ArenaManCapital/status/1979416393339797912)  2025-10-18T05:16Z [----] followers, [----] engagements


"@nrossett H2 [----] had a [--] time non-cash expense in the form of an impairment of a few brands. Free cash flow is probably a better metric to look at if you're looking at things from [-----] ft"  
[X Link](https://x.com/ArenaManCapital/status/1985189225336307870)  2025-11-03T03:36Z [----] followers, [--] engagements


"$KARNEL-B.ST Karnell Q3 out. All good in Sweden. Lingonberry jam for all"  
[X Link](https://x.com/ArenaManCapital/status/1986003009491640401)  2025-11-05T09:29Z [----] followers, [----] engagements


"Heard a theory from a former $87.HK $19.HK exec that Swire doesn't try to make money. They do things to spy on China. No idea if that's true. Regardless rarely do HK management teams get full credit That said probably still mispriced. Gross asset value exposure of Hong Kong property developers https://t.co/aOfzlwDklZ Gross asset value exposure of Hong Kong property developers https://t.co/aOfzlwDklZ"  
[X Link](https://x.com/ArenaManCapital/status/1986696387061596413)  2025-11-07T07:25Z [----] followers, [----] engagements


"@RecoveryTrade They're deploying 100B to buy real estate at likely subpar cap rates following the sale of things like Swire Coca-Cola USA. So net-net dispose of high ROE assets from the shareholder to buy low ROE assets What makes you say they are best"  
[X Link](https://x.com/ArenaManCapital/status/1986972950999052316)  2025-11-08T01:44Z [----] followers, [---] engagements


"Polymarket bet on an AI crash is at 32% before end of Dec [----]. Polymarket claims to have a 91.9% accuracy rate [--] month prior to an event. Would be curious to see what [--] year accuracy is"  
[X Link](https://x.com/ArenaManCapital/status/2000581716373869052)  2025-12-15T15:00Z [----] followers, [----] engagements


"@ErnestWongBWM Whoever wins it's probably because one side has more Mac Minis running Claude Code"  
[X Link](https://x.com/ArenaManCapital/status/2018383260884361268)  2026-02-02T17:57Z [----] followers, [---] engagements


"@atelicinvest Trying to articulate there are many use cases like porn where UI/visuals can't be substituted. Just find it hard to believe we're going to browse hotel rooms with text descriptions vs. UX with pictures. I'm saying that as the guy who used to compile the Linux kernel for fun"  
[X Link](https://x.com/ArenaManCapital/status/2018507389004333464)  2026-02-03T02:10Z [----] followers, [--] engagements


"Dev tooling for "b/c-team" was always in vogue. $MDB $SNOW etc. are strictly inferior to a crack dev team that can make their infra sing. Half of the best engineers I've ever known have more money then they knew what to do with by [--]. The pool of great engs keeps shrinking. 4/"  
[X Link](https://x.com/ArenaManCapital/status/2018678749638562117)  2026-02-03T13:31Z [----] followers, [--] engagements


"Many of the best I still know all went to Anthropic/OpenAI/etc. Meanwhile I've noticed a decline of eng standards among (American) universities. Few are going to know how to make Postgres sing. Going forward the "Fischer Price" tooling for engineers is going to accelerate. 5/"  
[X Link](https://x.com/ArenaManCapital/status/2018678752692105520)  2026-02-03T13:31Z [----] followers, [--] engagements


"@lifelonghacker Big tech money is pretty sweet. But I do feel it changes you Every $META alum I ever met became more depressed/cynical. $GOOG alum more useless. they'd like veto a dinner spot for a group but offer no suggestions and not help 🤣. Etc"  
[X Link](https://x.com/ArenaManCapital/status/2018717917605486733)  2026-02-03T16:07Z [----] followers, [---] engagements


"@_spacecoyote_ @88888sAccount Eh no. $CAT is used no matter what. $TIH.TO/$FTT.TO are distributers/service in Canada. Similar models exist all over the world"  
[X Link](https://x.com/ArenaManCapital/status/1886295853750772122)  2025-02-03T06:09Z [----] followers, [---] engagements


"@MikeFritzell Did this for socks/underwear. Surveyed [--] guys from HK $LULU was the top pick for people who like to swim in money. $9983.T (Uniqlo) was the winner for "normal" people. Ended up with Decathlon for socks and Uniqlo for underwear"  
[X Link](https://x.com/ArenaManCapital/status/1797269381124124710)  2024-06-02T14:09Z [----] followers, [---] engagements


"$1810.HK Bought some Xiaomi appliances because I thought they were cheap and thought "how good can a vacuum be" I was wrong. The UX of a Xiaomi vacuum in your hand makes Dyson vacuums feel barbaric. Incredibly impressed"  
[X Link](https://x.com/ArenaManCapital/status/1817804575472284086)  2024-07-29T06:09Z [----] followers, [----] engagements


"Haters say the data must be fake HSI has underperformed the Sensex and $BATS.L/$MOB.ST are GOATs. Believers that say the USD is overvalued Great Eagle $41.hk is cheap with ring fenced debt and think Alex Chen of $1523.hk is the bee's knees. WHAT SIDE WILL REIGN SUPREME 🛫🛬 Hong Kong International Airport passenger traffic August 2024: [-------] passengers in August up 23% year-on-year [----] million passengers January-August [----] up 43% YOY 72% of August passenger volume [----] 69% of January-August passenger volume [----] https://t.co/onWC2ljmbQ 🛫🛬 Hong Kong International Airport passenger"  
[X Link](https://x.com/ArenaManCapital/status/1838168173226672349)  2024-09-23T10:46Z [----] followers, [----] engagements


"Bourbon has tried to make inroads in EU but Trumps first trade war has left producers hurt. More focus on South America Japan UK etc. Differences in production: US whiskey tends to use column/coffey stills whereas scotch tends to use pot stills (more labour intensive). 2/n"  
[X Link](https://x.com/ArenaManCapital/status/1880549391477682552)  2025-01-18T09:34Z [----] followers, [--] engagements


"$DGE.L Diageo's most recent call makes me encouraged from an investor's standpoint but sad from a whisky enthusiast's standpoint. Nothing against Johnnie the nose on Blue is amazing. But there's better out there especially at that price point"  
[X Link](https://x.com/ArenaManCapital/status/1887054809326617025)  2025-02-05T08:25Z [----] followers, [---] engagements


"@Tintincapital Amber Bar downstairs is pretty nice. A lot of whiskies very cheap. I used to go every year and drink [--] drams over a few hours. Would argue $DGE.L has some of the most legendary names but have not been good stewards compared to Beam Suntory $MC.PA et al"  
[X Link](https://x.com/ArenaManCapital/status/1972664982732247545)  2025-09-29T14:09Z [----] followers, [---] engagements


"2503.T Kirin selling Four Roses Bourbon. Iconic very good bourbon. They just don't do anything really outside of the box and "conventional" bourbon has gotten very competitive"  
[X Link](https://x.com/ArenaManCapital/status/1981753631591539190)  2025-10-24T16:04Z [----] followers, [----] engagements


"Toying with driving my entire inv process by algo since LLMs seem to have improved re: qualitative analysis. Gotta download the entire history of the stock market and wanted to see how clean the data was. Frontends are now trivial to build. Data obv not as good as FactSet"  
[X Link](https://x.com/ArenaManCapital/status/2014282412289929580)  2026-01-22T10:22Z [----] followers, [----] engagements


"5 days with LLMs got me data ingestion corp actions backtesting basic Tikr-like functionality. Gemini produced the inputs that mimic Buffett's style resulting in mkt return. Wanted to use existing platforms but none did Asian equities + conditional logic + plugging in LLMs. Toying with driving my entire inv process by algo since LLMs seem to have improved re: qualitative analysis. Gotta download the entire history of the stock market and wanted to see how clean the data was. Frontends are now trivial to build. Data obv not as good as FactSet https://t.co/zw3foTBkRZ Toying with driving my"  
[X Link](https://x.com/ArenaManCapital/status/2015833885096157607)  2026-01-26T17:07Z [----] followers, [----] engagements


"RT @marketplunger1: Almost bought a software company today. Felt more sick than buying tankers. What a world we live in"  
[X Link](https://x.com/ArenaManCapital/status/2017256913571106825)  2026-01-30T15:21Z [----] followers, [--] engagements


"$DGE.L $BF.B $MGPI etc anything in premium wine/spirits is prob in more trouble than you'd think. When Port Ellen is being brought back from the dead Ardbeg/Glenfiddich/etc. doubled capacity and ex-Bardstown employees are opening a new 7mill L mfg you know that was the top. Unusual to see Brown Forman trading like this; it's having its worse drawdown ever -46% https://t.co/aAVu0XD6rt Unusual to see Brown Forman trading like this; it's having its worse drawdown ever -46% https://t.co/aAVu0XD6rt"  
[X Link](https://x.com/ArenaManCapital/status/1798732039308574830)  2024-06-06T15:01Z [----] followers, [----] engagements


"There's going to be a lot of smaller incredible distilleries on sale in a few years I imagine. $DGE.L can go and take that spectacular whisky and mix it into mediocre Johnny Walker or Bell's. For examples of great whisky turned mediocre take a look at Inchgower or Caol Ila. $DGE.L $BF.B $MGPI etc anything in premium wine/spirits is prob in more trouble than you'd think. When Port Ellen is being brought back from the dead Ardbeg/Glenfiddich/etc. doubled capacity and ex-Bardstown employees are opening a new 7mill L mfg you know that was the top. $DGE.L $BF.B $MGPI etc anything in premium"  
[X Link](https://x.com/ArenaManCapital/status/1818261271701270648)  2024-07-30T12:24Z [----] followers, [---] engagements


"The year is [----]. Trump has finished his 2nd term. Both US and China have tariffed the hell out of European wine/spirits. $DGE.L shareholders join $BATS.L in LSE hell"  
[X Link](https://x.com/ArenaManCapital/status/1854071879637819849)  2024-11-06T08:02Z [----] followers, [----] engagements


"$DGE.L is by far the largest player in scotch. They own not just the distilleries but many parts of the entire value chain. For ex. Islay is the most famous region in Scotland. Port Ellen Maltings owned by $DGE.L produce most of the malted barley for all Islay. 3/n"  
[X Link](https://x.com/ArenaManCapital/status/1880549393172148624)  2025-01-18T09:34Z [----] followers, [--] engagements


"Unlike in the US UK private distilleries finances can be seen: Generally my thought is smaller distilleries are undercapitalized and cash flow negative. I suspect a lot of M&A activity in the coming years with much consolidation. 5/n https://find-and-update.company-information.service.gov.uk/ https://find-and-update.company-information.service.gov.uk/"  
[X Link](https://x.com/ArenaManCapital/status/1880549396959609149)  2025-01-18T09:34Z [----] followers, [--] engagements


"There's a large divergence in how the various conglomerates run their whisky businesses. $DGE.L is metrics based less regard for brand equity willing to launch inferior spirit/bottlings. However they are wildly successful. Lagavulin essentially ran out of inventory. 6/n"  
[X Link](https://x.com/ArenaManCapital/status/1880549399165796694)  2025-01-18T09:34Z [----] followers, [--] engagements


"Lagavulin [--] is more like [--] because there is no more "young" stock. Recently there have been younger bottlings as well as "limited releases" but IMO not good. The three largest single malt brands are: Macallan Glenfiddich and Glenlivet. WRT volumes it is not close. 7/n"  
[X Link](https://x.com/ArenaManCapital/status/1880549400927420508)  2025-01-18T09:34Z [----] followers, [--] engagements


"@longriver_hk @investingichina In the whiskey world quality competence (ie. rye is difficult) risk historically not nearly enough supply and like I said it can take years to perfect the product. In the gin/vodka world the product is mostly branding so there is no point in vertically integrating"  
[X Link](https://x.com/ArenaManCapital/status/1881218554282045754)  2025-01-20T05:53Z [----] followers, [---] engagements


"$CHG.DE a "quiet" [--] bagger in [--] year. $CSU.TO's Modaxo isn't the only game in town for mobility"  
[X Link](https://x.com/anyuser/status/1887397982326431976)  2025-02-06T07:08Z [----] 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

@ArenaManCapital Avatar @ArenaManCapital ARENA MAN CAPITAL

ARENA MAN CAPITAL posts on X about $csuto, ai, money, $dgel the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

Engagements: [-----] #

Engagements Line Chart

  • [--] Week [-----] -1.60%
  • [--] Month [-------] +203%
  • [--] Months [-------] +108%
  • [--] Year [-------] +27%

Mentions: [--] #

Mentions Line Chart

  • [--] Week [--] +23%
  • [--] Month [--] +26%
  • [--] Months [---] +114%
  • [--] Year [---] +11%

Followers: [-----] #

Followers Line Chart

  • [--] Week [-----] +0.05%
  • [--] Month [-----] +12%
  • [--] Months [-----] +27%
  • [--] Year [-----] +77%

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

CreatorRank Line Chart

Social Influence

Social category influence finance 30.56% stocks 19.44% countries 10.19% technology brands 9.26% currencies 3.7% luxury brands 1.85% fashion brands 1.85% social networks 1.85% travel destinations 1.85% automotive brands 0.93%

Social topic influence $csuto #16, ai 9.26%, money 7.41%, $dgel 7.41%, china 5.56%, $tweax 5.56%, $toiv #5, $mgpi #2, $2360hk #1, the most 4.63%

Top accounts mentioned or mentioned by @atelicinvest @ernestwongbwm @joinyellowbrick @nicoperjes @1lemonaday @historianzhang @hcapinvesting @mikefritzell @lifelonghacker @tweglobal @steigerwaldvalu @cj0pp3l @pagerduty @firstadopter @edconwaysky @frvalue @bilalakh @phteocos @dm3dev @levelsio

Top assets mentioned Brown-Forman Corporation Class B (BF.B) Alphabet Inc Class A (GOOGL) Shopify Inc (SHOP) Constellation Brands, Inc. Class A (STZ) Array Technologies, Inc. (ARRY) SolarEdge Technologies, Inc. (SEDG) Enphase Energy Inc (ENPH) Markel, Corp. (MKL) BlackBerry Limited (BB) Under Armour Inc Class C (UA) Danaher Corporation (DHR)

Top Social Posts

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

"13D filing in $TBRG shows the CEO of Strikwerda Investments (sold $TOI.V stake to $CSU.TO) filed a disclosure of owning 5.1% of TruBridge"
X Link 2024-06-11T11:39Z [----] followers, [----] engagements

"$LIFCO-B.ST results out. Not particularly pretty. Hope we get a buying opportunity"
X Link 2024-10-22T06:07Z [----] followers, [----] engagements

"Insider purchasing at solar companies seems to indicate they think they know something the market doesn't. $ARRY $ENPH $SEDG"
X Link 2024-11-25T12:43Z [----] followers, [----] engagements

"$TOI.V acquired Dolist. Competitor to SendGrid/Mailchimp/Twillio/Pilvo among other things. Some defensibility at scale since changing providers can affect deliverability. Changing providers means building reputation on new outgoing IPs and new DNS records (DMARC/SPF/DKIM)"
X Link 2025-02-17T15:12Z [----] followers, [----] engagements

"Live shot of most investors vs. $CSU.TO shareholders"
X Link 2025-04-17T03:56Z [----] followers, [----] engagements

"NGL the coffee game at HK McDonald's is way better than it has any right to be. La Marzocco machine (the Ferrari of espresso machines) great latte art decent glass and by large chain standards decent beans. Whole meal is less than a decent latte somewhere else"
X Link 2025-09-25T02:35Z [----] followers, [----] engagements

"2025 YTD: 30.6% 2024: 46.6% $TOI.V $CSU.TO $SGN.WA $LMN.V $ACP.WA $ASE.WA $JDG.L $TEQ.ST $BERNER-B.ST $KARNEL-B.ST $MGPI $TBRG $2330.TW $BN.TO I miss the days when people were scared of HK and thought China was going to collapse tomorrow. [----] YTD: 37.1% 2024: 46.6% $TOI.V $SGN.WA $ACP.WA $ASE.WA $JDG.L $TBRG $2360.HK $TFII.TO $2300.TW $ENGH.TO $CHG.DE $BERNER-B.ST $MGPI $TEQ.ST $KARNEL-B.ST $GLV.L $BN.TO $MKL $QIS.TO EUR/USD. 👶 = no time for DD means it's harder to lose money on shitcos😅. https://t.co/8c1sqvK3Vg [----] YTD: 37.1% 2024: 46.6% $TOI.V $SGN.WA $ACP.WA $ASE.WA $JDG.L $TBRG"
X Link 2025-10-02T08:58Z [----] followers, 26.2K engagements

"2025: 29.04% 2024: 46.6% $TWE.AX $2360.HK $TBRG $MGPI $KARNEL-B.ST $BERNER-B.ST $TEQ.ST $WISE.L $JDG.L $ASE.WA $ACP.WA $TOI.TO $PNP.TO $CSU.TO $TFII.TO $SGN.WA Hope you all have a great [----] [----] YTD: 30.6% 2024: 46.6% $TOI.V $CSU.TO $SGN.WA $LMN.V $ACP.WA $ASE.WA $JDG.L $TEQ.ST $BERNER-B.ST $KARNEL-B.ST $MGPI $TBRG $2330.TW $BN.TO I miss the days when people were scared of HK and thought China was going to collapse tomorrow. https://t.co/gNFS5ba2Z7 [----] YTD: 30.6% 2024: 46.6% $TOI.V $CSU.TO $SGN.WA $LMN.V $ACP.WA $ASE.WA $JDG.L $TEQ.ST $BERNER-B.ST $KARNEL-B.ST $MGPI $TBRG $2330.TW $BN.TO I"
X Link 2026-01-02T11:41Z [----] followers, 10.8K engagements

"Basically all $BERNER-B.ST investors are missing the true investment thesis. Basically leather jackets are pure alpha. It's like Mark Leonard and beards"
X Link 2025-07-18T17:00Z [----] followers, [----] engagements

"$NA9.DE Nagarro has had the AI overhang as well. Eventually earnings speak above the noise. It's not as if AI magically gives the tech illiterate the ability to understand OIDC SSL DB read slaves etc. Much of IT services looks undervalued. $GIB.TO $CAP.PA etc"
X Link 2025-11-18T01:55Z [----] followers, [----] engagements

"$TWE.AX Penfolds Grange display in Shenzhen. Right behind were the Bordeaux first growths. High end wine is definitely very available in China"
X Link 2025-11-22T08:27Z [----] followers, [----] engagements

"In the international terminal in Kunming Yunnan it's mostly $TWE.AX Treasury Wine's brands (Beringer/Penfolds) for sale"
X Link 2025-12-15T01:23Z [----] followers, [----] engagements

"$TWE.AX released a "clean the decks" update with the new CEO since he can blame old CEO. Stopped the buyback. Undoubtedly outgoing CEO was a bad acquirer. Still trades at an undemanding multiple never seen in it's history amid a recovering industry backdrop and a new CEO. The $TWE.AX acquisition of DAOU two years ago for A$1.5billion looked like utter folly. And so it has proved. This BS about "drinking less but better" and "premiumisation". @TWE_Global upper end range is completely overpriced for what it is so its uncompetitive. Maybe people The $TWE.AX acquisition of DAOU two years ago for"
X Link 2025-12-17T01:01Z [----] followers, [----] engagements

"$CSU.TO issuing series [--] debentures at $133 during a period of high inflation was reasonable timing"
X Link 2025-12-24T04:50Z [----] followers, [----] engagements

"This morning my son put his toy game next to mine. Made me happy. Money aside $7974.T Nintendo sells magic moments. Looking forward to my son growing up and us getting to share those experiences"
X Link 2025-12-29T05:15Z [----] followers, [----] engagements

"$TWE.AX Penfolds ad in Shanghai's Xintiandi. Still the default wine option here especially if the buyer doesn't know much about wine"
X Link 2026-01-01T09:14Z [----] followers, [----] engagements

"Scare around AI for $CSU.TO and software has been the mentally easiest drawdown for me to weather despite representing 55% of NAV. In a past life started [--] companies worked at many of big tech. Here's a list of topics to help folks gain informed views/conviction. 1/n"
X Link 2026-01-15T17:38Z [----] followers, 53.5K engagements

"At age [--] after a career in investing Watsa put on the hedges bet on Blackberry etc. Seems to love jockey investing and maybe not the most infallible of temperaments. Personal theory of Watsa: when people love him you have to dump him and vice versa. New post Fairfax Loves Under Armour. Im Not So Sure. $UA $FFH https://t.co/JORZ8GZaUf New post Fairfax Loves Under Armour. Im Not So Sure. $UA $FFH https://t.co/JORZ8GZaUf"
X Link 2026-02-02T18:09Z [----] followers, [----] engagements

"@SteigerwaldValu @ErnestWongBWM CS is fantastic value for money It's why I buy it. I guess you're maybe more of a Kilchoman/Ardnahoe kind of a guy"
X Link 2026-02-03T17:08Z [----] followers, [--] engagements

"@CJ0pp3l Cheap furniture. That's the $CSU.TO we know and love"
X Link 2026-02-06T05:26Z [----] followers, [---] engagements

"Tips to optimize the backtester include: use Parquet/DuckDB for the backtest but RDB for permanent store. Processes for serializing back/forth should be rock solid. Optimizing batch sizes/parallelization for HW is important. 5/"
X Link 2026-02-07T07:56Z [----] followers, [--] engagements

"However there is a lot of obvious value out there. A lot of this is due to market structure. Momentum investing works and unlike value factors the more people use it the better it works as shareholders pile on. By contrast value factors are to be self-correcting. 2/"
X Link 2026-02-11T09:45Z [----] followers, [--] engagements

"Looking at the trades a 6M momentum strategy makes I find it tends to buy stocks that seem optically expensive at the time. Looking at the stocks today a lot of that value ended up getting justified in retrospect. So there is something to momentum investing. 3/"
X Link 2026-02-11T09:45Z [----] followers, [--] engagements

"Thus far because LLMs can do a first pass on every security in the world the biggest benefit LLMs can provide I think is sourcing/filtering investment ideas. There are a shocking number of reasonable quality single digit PE companies. 6/"
X Link 2026-02-11T09:45Z [----] followers, [---] engagements

"In the process I've tried many LLMs. Personally I find they're all far from being ready to be used solely without supervision. Opus [---] still makes really blindingly silly mistakes. Usable software with complexity being made without human supervision seems far fetched. 7/"
X Link 2026-02-11T09:45Z [----] followers, [---] engagements

"2024 Q1 Portfolio: $DHR $2368.HK $KPG.AX $2360.HK $1523.HK $3600.HK $0833.HK $0941.HK $CHG.DE $CSU.TO $SGN.WA $VTY.L $CRN.L $TEQ.ST $LIFCO-B.ST Cut/trimmed: $883.HK $TOI.V Added: $2360.HK $1523.HK Q1 [----] Performance: 17.88%"
X Link 2024-03-30T08:20Z [----] followers, 23.8K engagements

"Today what edges do humans have over machines in investing The edges I see in machines over humans are emotional and research/knowledge"
X Link 2026-01-26T04:12Z [----] followers, [----] engagements

"Kept running out of credits so gave Deepseek a whirl. Found it outperformed Claude Sonnet [---] for certain things despite being on a different planet cost wise"
X Link 2026-01-29T05:40Z [----] followers, [----] engagements

"Putting my backtester to the test has been illuminating. Always assumed P/FCF was a more noisy signal than EV/EBITDA. Cool to see just how much it would affect a backtest for it being the only signal to a quant trading algo. Underscores the importance of normalizing numbers"
X Link 2026-01-30T03:07Z [----] followers, [----] engagements

"More about SaaS. $GOOG $MSFT $AMZN $NVDA etc. all numerous internal tools teams. I used to be on a few at $NVDA / $AVGO. $GOOG is a $CRM customer with 180K employees. Massive economies of scale. They're busy creating value not reinventing the wheel to save pocket change"
X Link 2026-01-31T13:25Z [----] followers, [----] engagements

"Conclusion thus far: IMO LLMs suffer from consensus thinking. It is hard to get an LLM to produce original deep thought. Index/momentum hugging investors might have trouble competing but concentrated original thinking investors who know their subject matter are safe. Today what edges do humans have over machines in investing The edges I see in machines over humans are emotional and research/knowledge. Today what edges do humans have over machines in investing The edges I see in machines over humans are emotional and research/knowledge"
X Link 2026-02-02T07:26Z [----] followers, [----] engagements

""In bear markets stocks return to their rightful owners" $1500/share please"
X Link 2026-02-03T15:21Z [----] followers, [----] engagements

"Talking to CTOs there is a worry that junior engineers are producing so much tech debt with AI they'd rather them code by hand and learn. Junior engs don't know what "good" looks like. Personally I'm reviewing every line and throw away 35% of AI code"
X Link 2026-02-05T01:58Z [----] followers, [----] engagements

"$PD can probably written in a weekend does not really have any switchover cost it's expensive. I imagine with today's economics it probably would be silly to maintain than buy with a org fewer than [---] engs as this is one thing that can't mess up. At 100+ though. Every time ive gotten paged by $PD ive shorted the stock. Im up $76K shorting this. Fucking trash product. @pagerduty fuck you. Every time ive gotten paged by $PD ive shorted the stock. Im up $76K shorting this. Fucking trash product. @pagerduty fuck you"
X Link 2026-02-06T04:40Z [----] followers, [----] engagements

"Been asked about this quite a bit so here's my brief take on how to build a backtester. Data source is Financial Modeling Prep but good eng means this should be abstracted such that you can switch data sources in a heartbeat. I've got eyes on Factset. 1/ Putting my backtester to the test has been illuminating. Always assumed P/FCF was a more noisy signal than EV/EBITDA. Cool to see just how much it would affect a backtest for it being the only signal to a quant trading algo. Underscores the importance of normalizing numbers. https://t.co/4HmpK58Lwx Putting my backtester to the test has been"
X Link 2026-02-07T07:56Z [----] followers, [---] engagements

"Overall this took maybe [--] hours of working time with Cursor/Claude Sonnet. It would be moments of thinking playing with my son then getting back to it. People rave about Opus but I found [---] to be about as good as a Stanford new grad (ie. overconfident and retarded). 6/"
X Link 2026-02-07T07:56Z [----] followers, [---] engagements

"I opted to make the important decisions delegate the grunt work to Sonnet and pocket the savings. Maybe [---] is better I've not yet given it a whirl. But personally I think a world where the best engineers are out of work is a very long ways away if ever. AI is still young. 7/"
X Link 2026-02-07T07:56Z [----] followers, [---] engagements

"RT @firstadopter: Yea be careful folks"
X Link 2026-02-08T06:08Z [----] followers, [--] engagements

"For those who don't know Steven was considered heir-apparent of Microsoft. Made the bet against Silverlight in favour of HTML5 to the chagrin of many at Microsoft. Thinking about that time (1980s) the markets thought object-oriented programming would: * turn software in little parts effortlessly combined into apps with no skills * be so easy even a baby would code https://t.co/OwITtmCbvR Thinking about that time (1980s) the markets thought object-oriented programming would: * turn software in little parts effortlessly combined into apps with no skills * be so easy even a baby would code"
X Link 2026-02-08T11:17Z [----] followers, [----] engagements

"Despite Salesforce Datadog Slack Shopify JIRA Confluence etc. all having free battle tested OSS AI makes free things. more free But we're probably not thinking big enough. Everyone is out of a job. Including moms"
X Link 2026-02-13T14:59Z [----] followers, [---] engagements

"@joinyellowbrick Slack Salesforce Datadog JIRA Confluence GitHub etc. all have good OSS options. The code is/was always free. What does AI change when the thing it helps with was free to start with"
X Link 2026-02-13T13:03Z [----] followers, [---] engagements

"@joinyellowbrick Is there such a thing as non-hosted OSS anymore Shopify has Wordpress/WooCommerce. GitHub has GitLab. Datadog has Grafana/ELK stack. Amazon sells lots of OSS as hosted SW. The entire OSS model today is to release some software then charge money for hosting it"
X Link 2026-02-13T15:20Z [----] followers, [--] engagements

"@NicoperJES Nonsense If you are a police officer you are an expert in security. Of course they understand the DiffieHellman key exchange algorithm and elliptic curve cryptography. That basically makes them experts at building software"
X Link 2026-02-13T15:02Z [----] followers, [---] engagements

"@atelicinvest LOL. One time I had a failing test so Claude deleted the test"
X Link 2026-02-13T16:30Z [----] followers, [---] engagements

"@EdConwaySky @1lemonaday thoughts"
X Link 2026-01-16T11:35Z [----] followers, [---] engagements

"Past [--] years were crazy. Take w/ grain of salt. Post screen: 65% hit rate many multibaggers (graph trunc'd at 8x). Winners disproportionately affected IRR. Screen to investigate more: quantitative (is valuation dumb) and qualitative (is the mgmt going to do something dumb). 2/"
X Link 2026-01-18T12:58Z [----] followers, [---] engagements

"Left soft eng [---] years ago to invest full time. When I started did not know anything about German IFRS how to account for non-controlling interest etc. I am likely a better analyst. However I'm unsure I'm actually a better investor. 3/"
X Link 2026-01-18T12:58Z [----] followers, [---] engagements

"We did end up doing better than the screen (obv) but 80-20 rule applies. 80% of the work was done up front in the screen. Professional investors seem to love their accounting nuances. They'll recite some obscure rule in IFRS which they claim completely changes return profile. 4/"
X Link 2026-01-18T12:58Z [----] followers, [---] engagements

"Lots of parallels with soft eng. In soft eng used to debate nuances of GNU C compiler and knowledge of the arcane meant your manhood was bigger. Today I'm of the opinion that fin statements are just a snapshot in time. As time passes by the less relevant one filing is. 5/"
X Link 2026-01-18T12:58Z [----] followers, [---] engagements

"Having observed many professionals and seeing their results I'm of the opinion that the initial 20% is the most important analysis. The details seem way less important than the big two questions: is management going to do something dumb and is the valuation dumb. 6/"
X Link 2026-01-18T12:58Z [----] followers, [---] engagements

"$2360.HK Best Mart experimenting with perishables other than eggs Unlike larger format grocery stores they can go after the most attractive items. Potatoes/pumpkins obv last a while on the shelf. Most Canto uncles/aunties I know of consume a great deal of sweet potatoes"
X Link 2026-01-18T13:37Z [----] followers, [----] engagements

"My local $2097.HK Mixue in HK will be missed. I'm skeptical of whether mainland Chinese business models (high volume low margins) work in HK. Cost structure consumer preferences culture are all different. Been asking around have not met anyone who does grocery delivery here"
X Link 2026-01-19T03:56Z [----] followers, [----] engagements

"@HistorianZhang They're starting to push groceries. Apparently invest a lot in delivery time. If you don't mind me asking what are their backgrounds and what's the pain point that it solves Do they have helpers"
X Link 2026-01-19T05:18Z [----] followers, [--] engagements

"@HistorianZhang Sure If someone has a helper I'm not sure what problem delivery solves. In HK groceries are close/convenient/cheap and faster than delivery. So just trying to get a sense for their psychology/motive"
X Link 2026-01-19T05:52Z [----] followers, [--] engagements

"@FRValue Probably depends on what spirit price point and time frame. This is bourbon and Penelope Bourbon search traffic on Google Trends"
X Link 2026-01-19T06:17Z [----] followers, [---] engagements

"@bilal_akh Water water water"
X Link 2026-01-19T08:55Z [----] followers, [---] engagements

"@phteocos @dm3dev @levelsio FWIW I have a $5 VPS runs everything no problem Crawls sites for financial data on a headless Chrome browser which is way more demanding than PG. If vibe coding and using a proper ORM it feels identical. Would recommend"
X Link 2026-01-19T15:46Z [----] followers, [---] engagements

"@DaBao_ @atelicinvest Lot of competitors. Thought their acquisition of Segment was silly and never understood why companies never did it themselves. Now with AI Segment is really irrelevant"
X Link 2026-01-19T22:23Z [----] followers, [---] engagements

"@GlobalStockPick 100% momentum investing is WAY easier than contrarian value investing. But at least with value investing you can feel superior. It's like what I imagine being a vegan is like"
X Link 2026-01-20T06:43Z [----] followers, [---] engagements

"@ChrisRinvesting Funny enough frontend engineering is what AI is best at (because it's less complex) but OpenAI hires plenty of frontend engineers. Engineering in production is way different than the toy demos everyone is talking about"
X Link 2026-01-20T10:23Z [----] followers, [---] engagements

"The president is formerly of Harris group. However if you asked where should you hire industrial M&A talent the answer seems obvious. $CSU.TO non-VMS acquisition company Trulla Group https://t.co/o975JXaRj7 Focused on Manufacturing Services and Distribution. Does anyone have any info on any of their acquisitions https://t.co/OhnWvLXQV6 $CSU.TO non-VMS acquisition company Trulla Group https://t.co/o975JXaRj7 Focused on Manufacturing Services and Distribution. Does anyone have any info on any of their acquisitions https://t.co/OhnWvLXQV6"
X Link 2026-01-20T15:21Z [----] followers, [----] engagements

"@3Plantey2 Oh for sure Just an experiment. That said reading FinTwit's opinions on software made me realized that it's quite possible that an LLM driven system can potentially outperform many non-specialists. Also you can literally have an LLM analyze the entire equity universe"
X Link 2026-01-22T15:27Z [----] followers, [--] engagements

"Have prod test and perf DBs. Asked LLM to make some change to increase perf. LLM attempts to overwrite prod and use that for profiling. Really stupid. Not live have backups doesn't matter. But need more checks/balances with AI than humans as AI still lacks "common sense""
X Link 2026-01-23T05:04Z [----] followers, [----] engagements

"@atelicinvest Writing a backtesting platform. It works but unoptimized. Prompted Cursor to introduce a profiler and test data to see where the bottlenecks are. Instead of using any of the other DBs it wipes/populates the live/prod DB. Might use docker chroot or VM going forward"
X Link 2026-01-23T05:23Z [----] followers, [---] engagements

"@hcapinvesting $VTY.L is 5.9B USD. To 100x you'd have to have $VTY.L be worth [--] $DHIs for pop 1/5th of US. They're delivering 18K units. To 100x you'd presumably be delivering 2M units or about a home for every [--] Brits per year"
X Link 2024-07-28T07:07Z [----] followers, [---] engagements

"@CLMorrison7 @hcapinvesting $NVR is a [--] bagger from [----]. They were trading at 8x and had no dependency on external funding sources. $VTY.L trades at 21x and has a funding dependency on broke authorities for the thesis to play out. Yes you potentially get a one time 30% capital return. Far cry from 100x"
X Link 2024-08-14T12:59Z [----] followers, [---] engagements

"8 year track record is 30%+. [--] years ago my process required me to estimate an IRR based on div+growth+multiple for any company I investigated after a screen. Was basically completely wrong. Average IRR was 25% vs SPY's 20.5%. 1/"
X Link 2026-01-18T12:58Z [----] followers, [----] engagements

"Silly $CSU.TO bears ignore the compliance barriers. Say you migrate the data recreate a fair amount of functionality integrate systems etc. Are you CCPA GDPR SOC [--] HIPAA PIPL LGPD SOX PCI DSS FedRAMP NIST SP 800-53 / 800-88 ISO/IEC [-----] & [-----] compliant 99% of founders are building companies wrong. This is why after [--] years of development and [--] months securing approval from the European Commission for Educational Content Compliance. I'm pleased to announce my MasterClass: "The Art of Compliance" In this class I will teach https://t.co/KfaL9xCkL0 99% of founders are building companies"
X Link 2026-01-22T08:42Z [----] followers, [----] engagements

"@1lemonaday @pandawatch88 New $PDD job requirements: [--] years Python experience must know deadly martial arts"
X Link 2026-01-23T04:11Z [----] followers, [---] engagements

"What have I been doing making DCFs studying management etc. Momentum as a factor has done really well this past decade"
X Link 2026-01-31T17:42Z [----] followers, [--] engagements

"@MikeFritzell Not sure There are a few pockets in North America where Chinese is the majority language. Saw them in a few malls in midtownish areas. https://maps.app.goo.gl/rasnUTGzMbZGSVbL6 https://maps.app.goo.gl/rasnUTGzMbZGSVbL6"
X Link 2024-07-23T13:46Z [----] followers, [--] engagements

"@ValuePraya 🤣A few she mentioned: $688.hk $388.hk $17.hk $1109.hk"
X Link 2024-11-04T06:04Z [----] followers, [---] engagements

"WSET spirits holder & spirits investor here. Thread on resources for studying American whiskey (scotch is diff). American whiskey exposure in public markets is limited. Some exposure through: $BF.B $MGPI $DGE.L $2587.T $2503.T $STZ $RI.PA $CPR.MI Study them all. 1/n"
X Link 2025-01-17T15:12Z [----] followers, [----] engagements

"$LVMH's Glenmorangie ad. Rhymes with $DGE.L's Lagavulin campaign. Glenmorangie is known to have the tallest stills which results in increased reflux (when vapour hits the still walls and falls down) and therefore lighter more delicate whisky. https://www.youtube.com/watchv=2QVdfx-Tric https://www.youtube.com/watchv=2QVdfx-Tric"
X Link 2025-01-28T03:41Z [----] followers, [---] engagements

"$STZ Constellation Brands looking at an exit from wine"
X Link 2025-03-05T08:48Z [----] followers, [----] engagements

"@simonseverino No Japanese names [--] HK names. $2360.HK is a bet on management's proven excellence in low cost merchandising especially in wine. $9961.HK is a bet on an OTA's ability to build value in intangibles (brand/IP)"
X Link 2025-04-01T05:16Z [----] followers, [---] engagements

"@puppyeh1 $MC.PA wine brands got that resort on lockdown"
X Link 2025-10-08T05:28Z [----] followers, [---] engagements

"A bit of divergence in price and earnings for $TWE.AX Treasury Wine Estates. Investors who were probably looking for a pop from a reentry into China are likely disappointed. Broader story for wine is quite scary. Got curious after having mind blowing Australian sparkling wine"
X Link 2025-10-18T05:16Z [----] followers, [----] engagements

"@nrossett H2 [----] had a [--] time non-cash expense in the form of an impairment of a few brands. Free cash flow is probably a better metric to look at if you're looking at things from [-----] ft"
X Link 2025-11-03T03:36Z [----] followers, [--] engagements

"$KARNEL-B.ST Karnell Q3 out. All good in Sweden. Lingonberry jam for all"
X Link 2025-11-05T09:29Z [----] followers, [----] engagements

"Heard a theory from a former $87.HK $19.HK exec that Swire doesn't try to make money. They do things to spy on China. No idea if that's true. Regardless rarely do HK management teams get full credit That said probably still mispriced. Gross asset value exposure of Hong Kong property developers https://t.co/aOfzlwDklZ Gross asset value exposure of Hong Kong property developers https://t.co/aOfzlwDklZ"
X Link 2025-11-07T07:25Z [----] followers, [----] engagements

"@RecoveryTrade They're deploying 100B to buy real estate at likely subpar cap rates following the sale of things like Swire Coca-Cola USA. So net-net dispose of high ROE assets from the shareholder to buy low ROE assets What makes you say they are best"
X Link 2025-11-08T01:44Z [----] followers, [---] engagements

"Polymarket bet on an AI crash is at 32% before end of Dec [----]. Polymarket claims to have a 91.9% accuracy rate [--] month prior to an event. Would be curious to see what [--] year accuracy is"
X Link 2025-12-15T15:00Z [----] followers, [----] engagements

"@ErnestWongBWM Whoever wins it's probably because one side has more Mac Minis running Claude Code"
X Link 2026-02-02T17:57Z [----] followers, [---] engagements

"@atelicinvest Trying to articulate there are many use cases like porn where UI/visuals can't be substituted. Just find it hard to believe we're going to browse hotel rooms with text descriptions vs. UX with pictures. I'm saying that as the guy who used to compile the Linux kernel for fun"
X Link 2026-02-03T02:10Z [----] followers, [--] engagements

"Dev tooling for "b/c-team" was always in vogue. $MDB $SNOW etc. are strictly inferior to a crack dev team that can make their infra sing. Half of the best engineers I've ever known have more money then they knew what to do with by [--]. The pool of great engs keeps shrinking. 4/"
X Link 2026-02-03T13:31Z [----] followers, [--] engagements

"Many of the best I still know all went to Anthropic/OpenAI/etc. Meanwhile I've noticed a decline of eng standards among (American) universities. Few are going to know how to make Postgres sing. Going forward the "Fischer Price" tooling for engineers is going to accelerate. 5/"
X Link 2026-02-03T13:31Z [----] followers, [--] engagements

"@lifelonghacker Big tech money is pretty sweet. But I do feel it changes you Every $META alum I ever met became more depressed/cynical. $GOOG alum more useless. they'd like veto a dinner spot for a group but offer no suggestions and not help 🤣. Etc"
X Link 2026-02-03T16:07Z [----] followers, [---] engagements

"@spacecoyote @88888sAccount Eh no. $CAT is used no matter what. $TIH.TO/$FTT.TO are distributers/service in Canada. Similar models exist all over the world"
X Link 2025-02-03T06:09Z [----] followers, [---] engagements

"@MikeFritzell Did this for socks/underwear. Surveyed [--] guys from HK $LULU was the top pick for people who like to swim in money. $9983.T (Uniqlo) was the winner for "normal" people. Ended up with Decathlon for socks and Uniqlo for underwear"
X Link 2024-06-02T14:09Z [----] followers, [---] engagements

"$1810.HK Bought some Xiaomi appliances because I thought they were cheap and thought "how good can a vacuum be" I was wrong. The UX of a Xiaomi vacuum in your hand makes Dyson vacuums feel barbaric. Incredibly impressed"
X Link 2024-07-29T06:09Z [----] followers, [----] engagements

"Haters say the data must be fake HSI has underperformed the Sensex and $BATS.L/$MOB.ST are GOATs. Believers that say the USD is overvalued Great Eagle $41.hk is cheap with ring fenced debt and think Alex Chen of $1523.hk is the bee's knees. WHAT SIDE WILL REIGN SUPREME 🛫🛬 Hong Kong International Airport passenger traffic August 2024: [-------] passengers in August up 23% year-on-year [----] million passengers January-August [----] up 43% YOY 72% of August passenger volume [----] 69% of January-August passenger volume [----] https://t.co/onWC2ljmbQ 🛫🛬 Hong Kong International Airport passenger"
X Link 2024-09-23T10:46Z [----] followers, [----] engagements

"Bourbon has tried to make inroads in EU but Trumps first trade war has left producers hurt. More focus on South America Japan UK etc. Differences in production: US whiskey tends to use column/coffey stills whereas scotch tends to use pot stills (more labour intensive). 2/n"
X Link 2025-01-18T09:34Z [----] followers, [--] engagements

"$DGE.L Diageo's most recent call makes me encouraged from an investor's standpoint but sad from a whisky enthusiast's standpoint. Nothing against Johnnie the nose on Blue is amazing. But there's better out there especially at that price point"
X Link 2025-02-05T08:25Z [----] followers, [---] engagements

"@Tintincapital Amber Bar downstairs is pretty nice. A lot of whiskies very cheap. I used to go every year and drink [--] drams over a few hours. Would argue $DGE.L has some of the most legendary names but have not been good stewards compared to Beam Suntory $MC.PA et al"
X Link 2025-09-29T14:09Z [----] followers, [---] engagements

"2503.T Kirin selling Four Roses Bourbon. Iconic very good bourbon. They just don't do anything really outside of the box and "conventional" bourbon has gotten very competitive"
X Link 2025-10-24T16:04Z [----] followers, [----] engagements

"Toying with driving my entire inv process by algo since LLMs seem to have improved re: qualitative analysis. Gotta download the entire history of the stock market and wanted to see how clean the data was. Frontends are now trivial to build. Data obv not as good as FactSet"
X Link 2026-01-22T10:22Z [----] followers, [----] engagements

"5 days with LLMs got me data ingestion corp actions backtesting basic Tikr-like functionality. Gemini produced the inputs that mimic Buffett's style resulting in mkt return. Wanted to use existing platforms but none did Asian equities + conditional logic + plugging in LLMs. Toying with driving my entire inv process by algo since LLMs seem to have improved re: qualitative analysis. Gotta download the entire history of the stock market and wanted to see how clean the data was. Frontends are now trivial to build. Data obv not as good as FactSet https://t.co/zw3foTBkRZ Toying with driving my"
X Link 2026-01-26T17:07Z [----] followers, [----] engagements

"RT @marketplunger1: Almost bought a software company today. Felt more sick than buying tankers. What a world we live in"
X Link 2026-01-30T15:21Z [----] followers, [--] engagements

"$DGE.L $BF.B $MGPI etc anything in premium wine/spirits is prob in more trouble than you'd think. When Port Ellen is being brought back from the dead Ardbeg/Glenfiddich/etc. doubled capacity and ex-Bardstown employees are opening a new 7mill L mfg you know that was the top. Unusual to see Brown Forman trading like this; it's having its worse drawdown ever -46% https://t.co/aAVu0XD6rt Unusual to see Brown Forman trading like this; it's having its worse drawdown ever -46% https://t.co/aAVu0XD6rt"
X Link 2024-06-06T15:01Z [----] followers, [----] engagements

"There's going to be a lot of smaller incredible distilleries on sale in a few years I imagine. $DGE.L can go and take that spectacular whisky and mix it into mediocre Johnny Walker or Bell's. For examples of great whisky turned mediocre take a look at Inchgower or Caol Ila. $DGE.L $BF.B $MGPI etc anything in premium wine/spirits is prob in more trouble than you'd think. When Port Ellen is being brought back from the dead Ardbeg/Glenfiddich/etc. doubled capacity and ex-Bardstown employees are opening a new 7mill L mfg you know that was the top. $DGE.L $BF.B $MGPI etc anything in premium"
X Link 2024-07-30T12:24Z [----] followers, [---] engagements

"The year is [----]. Trump has finished his 2nd term. Both US and China have tariffed the hell out of European wine/spirits. $DGE.L shareholders join $BATS.L in LSE hell"
X Link 2024-11-06T08:02Z [----] followers, [----] engagements

"$DGE.L is by far the largest player in scotch. They own not just the distilleries but many parts of the entire value chain. For ex. Islay is the most famous region in Scotland. Port Ellen Maltings owned by $DGE.L produce most of the malted barley for all Islay. 3/n"
X Link 2025-01-18T09:34Z [----] followers, [--] engagements

"Unlike in the US UK private distilleries finances can be seen: Generally my thought is smaller distilleries are undercapitalized and cash flow negative. I suspect a lot of M&A activity in the coming years with much consolidation. 5/n https://find-and-update.company-information.service.gov.uk/ https://find-and-update.company-information.service.gov.uk/"
X Link 2025-01-18T09:34Z [----] followers, [--] engagements

"There's a large divergence in how the various conglomerates run their whisky businesses. $DGE.L is metrics based less regard for brand equity willing to launch inferior spirit/bottlings. However they are wildly successful. Lagavulin essentially ran out of inventory. 6/n"
X Link 2025-01-18T09:34Z [----] followers, [--] engagements

"Lagavulin [--] is more like [--] because there is no more "young" stock. Recently there have been younger bottlings as well as "limited releases" but IMO not good. The three largest single malt brands are: Macallan Glenfiddich and Glenlivet. WRT volumes it is not close. 7/n"
X Link 2025-01-18T09:34Z [----] followers, [--] engagements

"@longriver_hk @investingichina In the whiskey world quality competence (ie. rye is difficult) risk historically not nearly enough supply and like I said it can take years to perfect the product. In the gin/vodka world the product is mostly branding so there is no point in vertically integrating"
X Link 2025-01-20T05:53Z [----] followers, [---] engagements

"$CHG.DE a "quiet" [--] bagger in [--] year. $CSU.TO's Modaxo isn't the only game in town for mobility"
X Link 2025-02-06T07:08Z [----] 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::ArenaManCapital
/creator/x::ArenaManCapital