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# ![@Arya__Deniz Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1714446178631233536.png) @Arya__Deniz Arya Deniz

Arya Deniz posts on X about $amd, nvda, $nvda, $tpl the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.

### Engagements: XXXXX [#](/creator/twitter::1714446178631233536/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1714446178631233536/c:line/m:interactions.svg)

- X Week XXXXXX +235%
- X Month XXXXXX -XX%
- X Months XXXXXXX +161%
- X Year XXXXXXX +668%

### Mentions: XX [#](/creator/twitter::1714446178631233536/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1714446178631233536/c:line/m:posts_active.svg)

- X Week XX +38%
- X Month XXX +1.90%
- X Months XXX +126%
- X Year XXX +335%

### Followers: XXXXX [#](/creator/twitter::1714446178631233536/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1714446178631233536/c:line/m:followers.svg)

- X Week XXXXX +3.40%
- X Month XXXXX +10%
- X Months XXXXX +160%
- X Year XXXXX +346%

### CreatorRank: XXXXXXX [#](/creator/twitter::1714446178631233536/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1714446178631233536/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1714446178631233536/influence)
---

**Social category influence**
[stocks](/list/stocks)  [finance](/list/finance)  [technology brands](/list/technology-brands)  [cryptocurrencies](/list/cryptocurrencies)  [currencies](/list/currencies)  [countries](/list/countries)  [luxury brands](/list/luxury-brands)  [travel destinations](/list/travel-destinations) 

**Social topic influence**
[$amd](/topic/$amd), [nvda](/topic/nvda), [$nvda](/topic/$nvda), [$tpl](/topic/$tpl) #2, [$tsm](/topic/$tsm), [$ter](/topic/$ter), [teradyne inc](/topic/teradyne-inc), [oscr](/topic/oscr), [$oscr](/topic/$oscr), [deep dive](/topic/deep-dive)

**Top assets mentioned**
[Advanced Micro Devices (AMD)](/topic/$amd) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Texas Pacific Land, Corp. (TPL)](/topic/$tpl) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Teradyne, Inc. (TER)](/topic/$ter) [Oscar Health, Inc. (OSCR)](/topic/$oscr) [Roblox, Corp. (RBLX)](/topic/$rblx) [KKR & Co, Inc. (KKR)](/topic/$kkr) [Metadium (META)](/topic/$meta) [Alibaba Group (BABA)](/topic/$baba) [JPMorgan Chase (JPM)](/topic/$jpm) [Cigna Corp (CI)](/topic/$ci) [Centene Corp (CNC)](/topic/$cnc) [Veno Finance (VNO)](/topic/$vno) [SL Green Realty Corp. (SLG)](/topic/$slg) [PulteGroup, Inc. (PHM)](/topic/$phm) [D R Horton Inc (DHI)](/topic/$dhi) [Fair Isaac, Corp. (FICO)](/topic/$fico) [Lennar Corporation (LEN)](/topic/$len) [Carlyle Group, Inc. (CG)](/topic/$cg) [Blackstone, Inc. (BX)](/topic/$bx) [Apollo Global Management, Inc. (APO)](/topic/$apo) [Costco Hot Dog (COST)](/topic/$cost) [Walmart, Inc. (WMT)](/topic/$wmt) [Axon Enterprise, Inc. (AXON)](/topic/$axon) [SPDR S&P XXX ETF Trust (SPY)](/topic/$spy) [Spacemesh (SMH)](/topic/$smh)
### Top Social Posts [#](/creator/twitter::1714446178631233536/posts)
---
Top posts by engagements in the last XX hours

"@bgurley I feel like even as a venture capitalist instead of allocating to these companies and at best getting 20-25% IRR over 5-years the right move is to allocate the capital to $NVDA $AMD $TSM $BABA Xiaomi et al. Not a VC move but still especially with whats going on at $META"  
![@Arya__Deniz Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1714446178631233536.png) [@Arya__Deniz](/creator/x/Arya__Deniz) on [X](/post/tweet/1944974914412535908) 2025-07-15 04:18:50 UTC 1258 followers, 4027 engagements


"@AahanPrometheus I dont think George Soros Stanley Druckenmiller Warren Buffett and Charlie Munger would breakdown the way they invest this way - but glad it works for you"  
![@Arya__Deniz Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1714446178631233536.png) [@Arya__Deniz](/creator/x/Arya__Deniz) on [X](/post/tweet/1944779289351864496) 2025-07-14 15:21:29 UTC 1256 followers, XXX engagements


"$JPM earnings out - insanely good numbers never bet against America adage is well intact"  
![@Arya__Deniz Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1714446178631233536.png) [@Arya__Deniz](/creator/x/Arya__Deniz) on [X](/post/tweet/1945069932703605202) 2025-07-15 10:36:24 UTC 1257 followers, XXX engagements


"@TradingDoubles1 Thanks man $AMD looks good still. I recently bought some Teradyne Inc - $TER. From a basket standpoint the fund's largest exposure is to semis - so think of $NVDA $TSM $AMD et al"  
![@Arya__Deniz Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1714446178631233536.png) [@Arya__Deniz](/creator/x/Arya__Deniz) on [X](/post/tweet/1944942702220517399) 2025-07-15 02:10:50 UTC 1259 followers, XXX engagements


"@jbulltard1 $OSCR is a good company man cant talk about other shitcos but for Oscar Health think about it this way. EPS growth will be 100%+ (by a big margin) multiples are below market and health insurer comps CEO comes from Cigna and top share holders include Kushner family"  
![@Arya__Deniz Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1714446178631233536.png) [@Arya__Deniz](/creator/x/Arya__Deniz) on [X](/post/tweet/1945078786950680639) 2025-07-15 11:11:35 UTC 1259 followers, 2250 engagements


"$OSCR - after hours the stock dropped XX% after a -X% day. One of the healthcare plan provider company $CNC Centene Corporation decided to not release guidance. $CNC has heavy exposure to Medicaid while $OSCR does not. $OSCR is in the ACA/ICHRA marketplace. Not a big deal"  
![@Arya__Deniz Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1714446178631233536.png) [@Arya__Deniz](/creator/x/Arya__Deniz) on [X](/post/tweet/1940164078187553154) 2025-07-01 21:42:17 UTC 1252 followers, 1856 engagements


"5 years ago I would double probably quadruple down on $SLG and $VNO. Today I'm so happy that I have shifted my mindset to double down on $NVDA and $AMD"  
![@Arya__Deniz Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1714446178631233536.png) [@Arya__Deniz](/creator/x/Arya__Deniz) on [X](/post/tweet/1942965153865072895) 2025-07-09 15:12:45 UTC 1257 followers, XXX engagements


"@emmysteuer I stayed at the Armani Hotel (the hotel inside Burj Khalifa) many times - the pool is 2/10. Service is 12/10 Top of the floor is cool but youre looking at the desert not much else"  
![@Arya__Deniz Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1714446178631233536.png) [@Arya__Deniz](/creator/x/Arya__Deniz) on [X](/post/tweet/1944952304651612596) 2025-07-15 02:48:59 UTC 1258 followers, XXX engagements


"Every conceivable bearish angle related to this topic on $FICO has already been exhausted - at this point fatigue is inevitable. Could the stock break below $1500 Possibly. But at $1700 the risk/reward looks compelling. If were serious about fixing the housing crisis we have to address the cartel-like tactics of $DHI $LEN and $PHM who option vast tracts of zoned land at pennies on the dollar and deliberately keep it undeveloped to constrain supply and inflate new home prices. @pulte understands this system better than anyone - hes one of the good guys. What I outlined above would immediately"  
![@Arya__Deniz Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1714446178631233536.png) [@Arya__Deniz](/creator/x/Arya__Deniz) on [X](/post/tweet/1942593317755105296) 2025-07-08 14:35:13 UTC 1257 followers, 4471 engagements


"Deep Dive: Texas Pacific Land Corp $TPL TPL isnt just some oil name. Think 1880s railroad bankruptcy meets 2024 energy goldmine. TPL owns a massive chunk of West Texas land and mineral rights right in the heart of the Permian. No real ops barely XXX people and yet the stocks up 3x over the past XX months. In a market where everyones cutting capex and playing defense TPL just sits there collecting royalties scaling with volume and letting the land do the work. Its a pure-play on American energy with the durability of land and the torque of shale"  
![@Arya__Deniz Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1714446178631233536.png) [@Arya__Deniz](/creator/x/Arya__Deniz) on [X](/post/tweet/1912525170259927311) 2025-04-16 15:15:08 UTC 1259 followers, 1225 engagements


"@RecoveryTrade Oh to avoid currency risk I just entered $AIPUY - didn't want to carry Thai Baht in the fund. That's why I think I had a tough time"  
![@Arya__Deniz Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1714446178631233536.png) [@Arya__Deniz](/creator/x/Arya__Deniz) on [X](/post/tweet/1937954640445735089) 2025-06-25 19:22:46 UTC 1258 followers, XXX engagements


"$RBLX is a good tactical short. Weekly RSI is at XX performance has been weak in August and September and price trades at 20+ P/S with XX% gross margin. It's a great company but I don't get the rally - whether I understand it or not is irrelevant the stock is extended"  
![@Arya__Deniz Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1714446178631233536.png) [@Arya__Deniz](/creator/x/Arya__Deniz) on [X](/post/tweet/1944762759851245977) 2025-07-14 14:15:48 UTC 1258 followers, 1918 engagements


"Damn $KKR to the stratosphere along with $BX $CG $APO et al"  
![@Arya__Deniz Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1714446178631233536.png) [@Arya__Deniz](/creator/x/Arya__Deniz) on [X](/post/tweet/1945241429476860207) 2025-07-15 21:57:52 UTC 1258 followers, XXX engagements


"@sean91237 @tierrapartners No youre wrong. Another sector but $COST and $WMT are good examples for what I said. They are working with X% margins yet are trading at 30x+ forward multiples"  
![@Arya__Deniz Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1714446178631233536.png) [@Arya__Deniz](/creator/x/Arya__Deniz) on [X](/post/tweet/1944812810501771674) 2025-07-14 17:34:41 UTC 1250 followers, XX engagements


"Teradyne Inc $TER looks interesting. 200-DMA is key Teradynes Vulcan robotic arm developed by its Universal Robots division is an Amazon-specific next-generation arm designed to tackle high-throughput warehouse automation with advanced AI-driven vision and motion planning"  
![@Arya__Deniz Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1714446178631233536.png) [@Arya__Deniz](/creator/x/Arya__Deniz) on [X](/post/tweet/1943696318506918211) 2025-07-11 15:38:09 UTC 1258 followers, 1984 engagements


"$AXON down big today -X% I get the instinct to look for readthroughs from companies that are compared to AXON like $BYRN but honestly $AXON is in a league of its own. The core business is a vertically integrated ecosystem - hardware SaaS cloud digital evidence - wrapped around law enforcement workflows. There is no direct comp. $BYRN and other so-called peers are either pure-play hardware shops commoditized or entirely outside the TAM that $AXON dominates. The whole reason $AXON gets a premium is because it created the niche and then compounded it - Taser body cams cloud software real public"  
![@Arya__Deniz Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1714446178631233536.png) [@Arya__Deniz](/creator/x/Arya__Deniz) on [X](/post/tweet/1943378581305860597) 2025-07-10 18:35:34 UTC 1252 followers, 2408 engagements


"@real_bill_gross Im surprised you havent mentioned $TPL in the article - a great one nonetheless"  
![@Arya__Deniz Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1714446178631233536.png) [@Arya__Deniz](/creator/x/Arya__Deniz) on [X](/post/tweet/1945630779033207241) 2025-07-16 23:45:00 UTC 1258 followers, XXX engagements


"@kiantrades Panamera is the move especially if you have a family - you need to chop legs off to sit in the back in those cars"  
![@Arya__Deniz Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1714446178631233536.png) [@Arya__Deniz](/creator/x/Arya__Deniz) on [X](/post/tweet/1945590768925659460) 2025-07-16 21:06:01 UTC 1258 followers, XX engagements


"@jasonfurman You are not wrong but the positive effects from tariffs (both quantifiable and arcane) outweighs the de minimis impact on CPI (so far) - core CPI came below expectations. We should all be humble about underwriting this macro environment"  
![@Arya__Deniz Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1714446178631233536.png) [@Arya__Deniz](/creator/x/Arya__Deniz) on [X](/post/tweet/1945109063957708950) 2025-07-15 13:11:53 UTC 1259 followers, 1488 engagements


"Good time to reshare this post. If you want to underwrite publicly traded private equity companies - you may find this article helpful"  
![@Arya__Deniz Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1714446178631233536.png) [@Arya__Deniz](/creator/x/Arya__Deniz) on [X](/post/tweet/1945241777272717363) 2025-07-15 21:59:15 UTC 1258 followers, XXX engagements


"It's not just the US $SPY $IWM $QQQ are extended but so are $GREK $EWG $EWS $EWJ $FXI $KWEB etc. Seasonally July is a great month - but a pause and/or 3-5% drawdown would be a great reset. $SPY has ended the month in the green XXX% of the time since 2020"  
![@Arya__Deniz Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1714446178631233536.png) [@Arya__Deniz](/creator/x/Arya__Deniz) on [X](/post/tweet/1942626753194951047) 2025-07-08 16:48:04 UTC 1253 followers, XXX engagements


"@Seawolfcap @JackFarley96 What do you think about the idiosyncratic risks such as not believing their numbers China's gross domestic product expanded by XXX% in the second quarter - I call that bullshit. Margin of safety is too wide to take such things into account Or do you simply trust the numbers"  
![@Arya__Deniz Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1714446178631233536.png) [@Arya__Deniz](/creator/x/Arya__Deniz) on [X](/post/tweet/1945107981965652413) 2025-07-15 13:07:35 UTC 1258 followers, XXX engagements


"@SimplyOneMoOsE Yeah youre right - well said. I posted this simply based on technicals. If the stock drops to 100-DMA Id most likely add $RBLX as core position. Am a huge fan of the company"  
![@Arya__Deniz Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1714446178631233536.png) [@Arya__Deniz](/creator/x/Arya__Deniz) on [X](/post/tweet/1944769775814758409) 2025-07-14 14:43:41 UTC 1259 followers, XXX engagements


"$SMH / $IGV Ratio Chart - semis look strong and are starting to breakout versus software names"  
![@Arya__Deniz Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1714446178631233536.png) [@Arya__Deniz](/creator/x/Arya__Deniz) on [X](/post/tweet/1944941516558098834) 2025-07-15 02:06:07 UTC 1259 followers, XXX engagements


"$TPL is crashing - I am not sure why apart from valuation which is as good of a reason as any. $TPL vs. $XLE ratio hit oversold conditions"  
![@Arya__Deniz Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1714446178631233536.png) [@Arya__Deniz](/creator/x/Arya__Deniz) on [X](/post/tweet/1945500775439802795) 2025-07-16 15:08:25 UTC 1258 followers, XXX engagements


"Revisiting Advanced Micro Devices - $AMD AMD is up X% pre-market on 7/15/2025. It is one of the core portfolio positions. I wanted to revisit the stock after noticing some interesting trends on the charts I track and positive news flow this week. AMD is entering a new growth inflection driven by data-center dominance and AI accelerators. Roughly half of its revenue now comes from server CPUs/GPUs where AMD is rapidly gaining share and recent U.S. export-license approvals reopened the vast China market for its MI300-series AI chips. AMDs chiplet-enabled cost leadership and broadening product"  
![@Arya__Deniz Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1714446178631233536.png) [@Arya__Deniz](/creator/x/Arya__Deniz) on [X](/post/tweet/1945100095860441311) 2025-07-15 12:36:15 UTC 1259 followers, XXX engagements