# ![@BigIdeasCapital Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1687611570216394752.png) @BigIdeasCapital The NBT (next big thing)

The NBT (next big thing) posts on X about $psky, $wbd, $csu, $nflx the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1687611570216394752/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1687611570216394752/c:line/m:interactions.svg)

- [--] Week [-----] +180%
- [--] Month [------] +29%
- [--] Months [-------] +300%
- [--] Year [-------] +129,428%

### Mentions: [--] [#](/creator/twitter::1687611570216394752/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1687611570216394752/c:line/m:posts_active.svg)

- [--] Week [--] -19%
- [--] Month [--] -20%
- [--] Months [---] +102%
- [--] Year [---] +36,900%

### Followers: [---] [#](/creator/twitter::1687611570216394752/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1687611570216394752/c:line/m:followers.svg)

- [--] Week [---] -0.65%
- [--] Month [---] +4.80%
- [--] Months [---] +77%

### CreatorRank: [---------] [#](/creator/twitter::1687611570216394752/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1687611570216394752/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  45% [finance](/list/finance)  22% [technology brands](/list/technology-brands)  3% [countries](/list/countries)  3% [cryptocurrencies](/list/cryptocurrencies)  3% [financial services](/list/financial-services)  2% [celebrities](/list/celebrities)  1% [fashion brands](/list/fashion-brands)  1% [luxury brands](/list/luxury-brands)  1%

**Social topic influence**
[$psky](/topic/$psky) 18%, [$wbd](/topic/$wbd) 17%, [$csu](/topic/$csu) #25, [$nflx](/topic/$nflx) 10%, [$oxy](/topic/$oxy) #8, [ai](/topic/ai) 7%, [$fang](/topic/$fang) #3, [bid](/topic/bid) 6%, [debt](/topic/debt) 5%, [in the](/topic/in-the) 4%

**Top accounts mentioned or mentioned by**
[@garyheff](/creator/undefined) [@bdigs](/creator/undefined) [@221brew](/creator/undefined) [@tbonesam99](/creator/undefined) [@tmtanalystanon](/creator/undefined) [@davidfaber](/creator/undefined) [@compound248](/creator/undefined) [@tidefallcapital](/creator/undefined) [@mikepmoffatt](/creator/undefined) [@arbcowboy](/creator/undefined) [@wsj](/creator/undefined) [@jbflint](/creator/undefined) [@laurenthomas](/creator/undefined) [@pskyellison](/creator/undefined) [@accruedint](/creator/undefined) [@tomloughreylfe](/creator/undefined) [@sharkbiotech](/creator/undefined) [@99paul99](/creator/undefined) [@pickeringenergy](/creator/undefined) [@bottinvesting](/creator/undefined)

**Top assets mentioned**
[Paramount Skydance Corporation Class B Common Stock (PSKY)](/topic/$psky) [Warner Bros Discovery, Inc. (WBD)](/topic/$wbd) [Netflix Inc (NFLX)](/topic/$nflx) [Oxygen (OXY)](/topic/$oxy) [Diamondback Energy Inc (FANG)](/topic/$fang) [AppLovin Corporation (APP)](/topic/$app) [Goldman Sachs (GS)](/topic/goldman-sachs) [Salesforce Inc (CRM)](/topic/$crm) [Adobe, Inc. (ADBE)](/topic/$adbe) [DisChain (DIS)](/topic/$dis) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Intuit Inc. (INTU)](/topic/$intu) [Workday Inc (WDAY)](/topic/$wday) [Now Coin (NOW)](/topic/$now) [Novo-Nordisk (NVO)](/topic/$nvo) [Versant Media Group, Inc. Class A Common Stock (VSNT)](/topic/$vsnt) [BlackBerry Limited (BB)](/topic/blackberry) [QXO, Inc. Common Stock (QXO)](/topic/$qxo)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@compound248 One is systemic risk the other is disruptive risk. a "10x force" Goldman should have gone down maybe more but when the systemic risk subsided the stock rebounded With software you are talking about a permanently higher level of competition"  
[X Link](https://x.com/BigIdeasCapital/status/2019059051686961634)  2026-02-04T14:42Z [---] followers, [--] engagements


"@compound248 This year or next and they won't go to zero. I get it. AI will disrupt a large number of biz significantly. A 10x force. They will see their valuations go down significantly over multiple years. Some will fail entirely others will see stocks go down 90% and then limp along"  
[X Link](https://x.com/BigIdeasCapital/status/2019140279102763404)  2026-02-04T20:05Z [---] followers, [--] engagements


"@compound248 This ain't goldman sachs at risk of bankruptcy but structurally the biz wasnt broken You find a great biz oversold on AI worries thats great. Im happy for you. If you think a biz down 90% over time isn't a slaughtering cause it didn't go bankrupt. Okay"  
[X Link](https://x.com/BigIdeasCapital/status/2019141073898176678)  2026-02-04T20:08Z [---] followers, [--] engagements


"@compound248 I always ask myself what do i think Warren would do Well first off he doesnt own any software biz for exactly this reason. So there's that. But then if he did own like $adbe $csu $crm $uber etc. what would he do right now. He would obviously sell them"  
[X Link](https://x.com/BigIdeasCapital/status/2019142370747641949)  2026-02-04T20:13Z [---] followers, [---] engagements


"Who are the bigger suckers right now SaaS or silver dip buyers Warren buffett "wait for generational disruption. and pounce" @TidefallCapital @compound248 @ohcapideas @TihoBrkan $csu $now $adbe $crm $intu $wday"  
[X Link](https://x.com/BigIdeasCapital/status/2019394863998132228)  2026-02-05T12:57Z [---] followers, [---] engagements


"@JohnDoeKnowsGuy @accrued_int what do we do Go into $app 😉"  
[X Link](https://x.com/BigIdeasCapital/status/2019452047074918522)  2026-02-05T16:44Z [---] followers, [--] engagements


"@GothamsNomad @accrued_int You too 🐔 bro Bawk bawk bawk. Craaappy mclovvvinnn $app"  
[X Link](https://x.com/BigIdeasCapital/status/2019466210031575250)  2026-02-05T17:40Z [---] followers, [---] engagements


"@value_invest12 *this post was written by an $nvo bagholder. Digestion may cause diarrhea"  
[X Link](https://x.com/BigIdeasCapital/status/2019497217002786850)  2026-02-05T19:43Z [---] followers, [---] engagements


"@accrued_int Now do $app"  
[X Link](https://x.com/BigIdeasCapital/status/2019497925735588311)  2026-02-05T19:46Z [---] followers, [--] engagements


"@MikePMoffatt @SabrinaMaddeaux Mike/Sabrina. Leverage. Your arguments are not only not supported by homeowners they aren't even listening. Divide homeowners. Tax older homeowners (the stick). A) they will all listen B) they will then turn against each other. Leverage. Then offer a carrot development"  
[X Link](https://x.com/BigIdeasCapital/status/2020125050947432526)  2026-02-07T13:18Z [---] followers, [--] engagements


"@MikePMoffatt @SabrinaMaddeaux You want to expand your audience beyond just a group of younger non-homeowners then give homeowners a reason to listen Debate a capital gains tax on older owners. Younger homeowners will support it older ones will be horrified. They will all want to be part of the conversation"  
[X Link](https://x.com/BigIdeasCapital/status/2020125705019818303)  2026-02-07T13:21Z [---] followers, [--] engagements


"@221Brew Increasingly clear that $psky is a) not going to get all of $wbd b) they probably always knew that they are after CNN etc c) the closest comp to psky is $vsnt @tbonesam99 @garyHeff @B__Digs @TMTAnalystANON"  
[X Link](https://x.com/BigIdeasCapital/status/2020156756861579557)  2026-02-07T15:24Z [---] followers, [---] engagements


"@GreyHairOpsGuy @staunovo Monaco"  
[X Link](https://x.com/BigIdeasCapital/status/2021056310050161052)  2026-02-10T02:59Z [---] followers, [---] engagements


"@blondesnmoney And the incessant fawning over each other. It was a big circle jerk"  
[X Link](https://x.com/BigIdeasCapital/status/2021797095884161486)  2026-02-12T04:02Z [---] followers, [---] engagements


"Merge $oxy and $fang The combine co can become a shale machine using co2 eor to supercharge fangs reserves look to build out a carbon management network for 100s of datacenters @KVanthof @EnergyCynic @pickeringenergy @TomLoughrey_LFE"  
[X Link](https://x.com/BigIdeasCapital/status/2022139790100250830)  2026-02-13T02:44Z [---] followers, [---] engagements


"It's obvious. Amazon disrupted physical retail and compute netflix disrupted entertainmemt airbnb disrupted physical accommodation etc Reality is we don't know the losers yet we only know we are going on a long walk through the desert & not all of us are going to make it"  
[X Link](https://x.com/BigIdeasCapital/status/2021936488133366175)  2026-02-12T13:16Z [---] followers, [--] engagements


"Mkt finally realizing the obvious AI is disruptive. Software moats less then thought multiple contraction. Next the mkt will realize AI is disruptive to more then software 🤣 So who is next We know AI is great at coding customer service video generation. Hollywood is cooked. We are cooked. Just [--] line prompt in Seedance [---] https://t.co/PbDvfKTqV7 Hollywood is cooked. We are cooked. Just [--] line prompt in Seedance [---] https://t.co/PbDvfKTqV7"  
[X Link](https://x.com/BigIdeasCapital/status/2021935420213461242)  2026-02-12T13:12Z [---] followers, [---] engagements


"Energy investors are so bloodied they can't even see the boom coming right at them $oxy $fang are almost half gas "Despite public nods to renewables hydrogen or nuclear the datacenter equipment is almost entirely gas-powered" The AI boom is making natural gas great again https://t.co/fUInlEjvQd The AI boom is making natural gas great again https://t.co/fUInlEjvQd"  
[X Link](https://x.com/BigIdeasCapital/status/2022138193039307104)  2026-02-13T02:38Z [---] followers, [---] engagements


"@221Brew @tbonesam99 @compound248 @sharkbiotech @B__Digs There's no control. Someone can get the data themselves they don't need troves of data They are gonna need [--] brad movies to have a fully functioning ai brad pitt"  
[X Link](https://x.com/BigIdeasCapital/status/2022142835450064957)  2026-02-13T02:56Z [---] followers, [---] engagements


"@TidefallCapital @bottinvesting What's the moat Trevor that CSU is a great PE business How can we understand the moat across [----] software companies. Do you see what's happening The mkt doesn't even know the moat across [---] bn co's like crm and wday let alone [----] smaller co's bunched under $csu"  
[X Link](https://x.com/BigIdeasCapital/status/2021671200791904550)  2026-02-11T19:42Z [---] followers, [---] engagements


"$csu is down 50% mark leonard split. what a surprise He does this stupid panicked AI call saying there is no AI armageddon. he's gone the next week. Coincidence Csu cultists totally oblivious 😆"  
[X Link](https://x.com/BigIdeasCapital/status/2021674877179080960)  2026-02-11T19:57Z [---] followers, [---] engagements


"@221Brew @tbonesam99 @compound248 @sharkbiotech @B__Digs These videos are going to get better and cost nothing to make IP holders might do okay if they can control the IP which won't be easy Ppl are going to be able to create these videos at home"  
[X Link](https://x.com/BigIdeasCapital/status/2022142074897019174)  2026-02-13T02:53Z [---] followers, [--] engagements


"@TidefallCapital $csu is a dumpster fire and i can only imagine what's going on in the c suite lmao Like how do you figure out what's going on inside your [----] companies they are flying blind"  
[X Link](https://x.com/BigIdeasCapital/status/2021637203072602353)  2026-02-11T17:27Z [---] followers, [----] engagements


"@pickeringenergy Is the gas marketing tightening gas is clearly early AI winner. can we see an avg. $5-6 as turbines come online Waha specifically Texas is building turbines hand over fist Underappreciated - $oxy $fang are practically as much gas companies as oil co's @TomLoughrey_LFE"  
[X Link](https://x.com/BigIdeasCapital/status/2021970526634455318)  2026-02-12T15:31Z [---] followers, [---] engagements


"@pickeringenergy @TomLoughrey_LFE Ngls are basically gas pricing Will $oxy $fang merge before gas market tightens @KVanthof Oxy carbon flooding will double Fangs reserves"  
[X Link](https://x.com/BigIdeasCapital/status/2021971049274126772)  2026-02-12T15:33Z [---] followers, [---] engagements


"@221Brew @tbonesam99 @compound248 @sharkbiotech @B__Digs Tell that to the music industry. Reality is ppl will be able to create this at home not just in the cloud. If someone creates something good people will get it one way or the other Can they sell it. no. Can they create it yes"  
[X Link](https://x.com/BigIdeasCapital/status/2022147111933112775)  2026-02-13T03:13Z [---] followers, [--] engagements


"@221Brew @garyHeff @B__Digs @tbonesam99 @TMTAnalystANON Zas has stopped linear from dragging $wbd into the 🚽 I dunno he's done great for me. I hear ppl complaining but classic "its everyones fault but mine" Maybe ppl shouldn't have bought into linear so heavily"  
[X Link](https://x.com/BigIdeasCapital/status/2006858104126976259)  2026-01-01T22:40Z [---] followers, [---] engagements


"@garyHeff @221Brew @B__Digs @tbonesam99 @TMTAnalystANON Linear got crushed what was zas supposed to do advertise it Instead of discovery & wbd going under they are selling to nflx for $80bn. im happy to pay zas a half billion for that outcome Ppl that owned discovery should be happy they get half of what they are getting"  
[X Link](https://x.com/BigIdeasCapital/status/2006948413804523756)  2026-01-02T04:39Z [---] followers, [---] engagements


"@221Brew @garyHeff @B__Digs @tbonesam99 @TMTAnalystANON Before we go put the final nail in zaslav let's let david ellison make some actual profits for people"  
[X Link](https://x.com/BigIdeasCapital/status/2007145560927822051)  2026-01-02T17:42Z [---] followers, [--] engagements


"@Seth4rok @rogoswami That's the right take. Reality is $psky can scream all they want they aren't getting $wbd unless they are up their bid and they got a a tough hill up climb if they don't get it @221Brew @garyHeff"  
[X Link](https://x.com/BigIdeasCapital/status/2008601068331299323)  2026-01-06T18:06Z [---] followers, [---] engagements


"@TMTAnalystANON @garyHeff Yeah let's take all the $psky bulls word for it. GN is a zero. What else do you want to buy from me that is worthless 🤣"  
[X Link](https://x.com/BigIdeasCapital/status/2008641424921948279)  2026-01-06T20:46Z [---] followers, [---] engagements


"@TMTAnalystANON @garyHeff Okay great we agree. Ellison can then buy it when it's spun out for his zero dollar target"  
[X Link](https://x.com/BigIdeasCapital/status/2008645774968815813)  2026-01-06T21:04Z [---] followers, [--] engagements


"@garyHeff @davidfaber I doubt any of these ppl like modest and Alex know a thing about the strategy. they are clueless Mark lazarus didn't go to vsnt to then turn around and flip it to pe And Brian roberts isn't letting go of the versant properties he'd have to just bled it out for cash"  
[X Link](https://x.com/BigIdeasCapital/status/2008698990783512923)  2026-01-07T00:35Z [---] followers, [---] engagements


"@tbonesam99 @garyHeff @davidfaber There are not only a number of niche linear verticals there is a lot of niche websites software that can be acquired It's like an IAC but instead of building ecommerce mkt places you are building vertical pipes connecting media with retail"  
[X Link](https://x.com/BigIdeasCapital/status/2008718110824796567)  2026-01-07T01:51Z [---] followers, [--] engagements


"@tbonesam99 @garyHeff @davidfaber They have to stabilize revenue which will take 2-3 years minimum. They may fail. But they do have [--] example of it working cnbc is an easy [--] ms now is tougher GN has a bunch of properties that are similar. CNN this is the strategy already food network is another"  
[X Link](https://x.com/BigIdeasCapital/status/2008718867364028449)  2026-01-07T01:54Z [---] followers, [--] engagements


"@tbonesam99 @garyHeff @davidfaber I get that live nation is completely different. but fandango is prob selling as many tickets as them per day. it's white space to start tacking on small venue events maybe bolt on a small ticketing service buy mtv to act as a funnel"  
[X Link](https://x.com/BigIdeasCapital/status/2008721698372333912)  2026-01-07T02:05Z [---] followers, [--] engagements


"@221Brew @garyHeff @tbonesam99 @davidfaber @TMTAnalystANON This is simple you want GN. I get why $psky wants it. Fine But if you want it it has a value. Its that simple. I don't care what vsnt trades at. If GN is worth [--] billion to ellison well pay wbd [---] bn. it's absurd"  
[X Link](https://x.com/BigIdeasCapital/status/2008977091648536712)  2026-01-07T19:00Z [---] followers, [---] engagements


"@221Brew @garyHeff @tbonesam99 @davidfaber @TMTAnalystANON Again you want to buy GN what's it worth to YOU I don't care what its value if it trades. If it's worth $5 to YOU i want $3 Revlon really means nothing. You can go argue revlon but a deal hasn't even closed there are no damages. You can block a deal fine block it"  
[X Link](https://x.com/BigIdeasCapital/status/2008979530736976115)  2026-01-07T19:10Z [---] followers, [--] engagements


"@221Brew @garyHeff @tbonesam99 @davidfaber @TMTAnalystANON We can go around in circles for the next [--] years zas doesn't care. Either pay us what GN is worth to you or around and around we go Wbd is at [--] bucks with a deal in hand psky is at. $12.34. $wbd has all the time in the world"  
[X Link](https://x.com/BigIdeasCapital/status/2008980032786715058)  2026-01-07T19:12Z [---] followers, [---] engagements


"@MikePMoffatt Again. you basically agree you have no solution The two ways out 1) people can't afford prices going up. okay so that doesn't work 2) lower building costs. but you admit that won't happen"  
[X Link](https://x.com/BigIdeasCapital/status/2009015310784070077)  2026-01-07T21:32Z [---] followers, [---] engagements


"@MikePMoffatt As @ronmortgageguy now agrees with you can't allow a class of asset owners to control the supply of the essential asset they own and then structure it so they don't pay any tax. They have to put a capital gains tax on homes"  
[X Link](https://x.com/BigIdeasCapital/status/2009016045227671800)  2026-01-07T21:35Z [---] followers, [--] engagements


"@B__Digs @garyHeff @ArbCowboy @WSJ @JBFlint @laurenthomas And all this doesn't factor in what GN is worth to $psky Like if GN is worth 8x ebitda to psky because they can gain massive synergies from it. its worth 8x Of course psky bulls ignore this completely obvious fact"  
[X Link](https://x.com/BigIdeasCapital/status/2009303785324134790)  2026-01-08T16:38Z [---] followers, [--] engagements


"@B__Digs @garyHeff @ArbCowboy @WSJ @JBFlint @laurenthomas If I'm sitting on land that some biz wants to run a pipeline through. maybe to everyone but that company the land is worth $100k But to that company the land is worth $20 million Under gerry cardinale used car salesman math i would be crazy not to sell the land for $100k"  
[X Link](https://x.com/BigIdeasCapital/status/2009304383037604067)  2026-01-08T16:41Z [---] followers, [--] engagements


"@B__Digs @garyHeff @ArbCowboy @WSJ @JBFlint @laurenthomas Under @TMTAnalystANON math the land might even be worth nothing i should pay the company to take it off my hands 🤣🤣🤣🤣"  
[X Link](https://x.com/BigIdeasCapital/status/2009304578756391177)  2026-01-08T16:41Z [---] followers, [--] engagements


"@accrued_int @sharkbiotech Okay accrued tell us your understanding of vsnt biz model"  
[X Link](https://x.com/BigIdeasCapital/status/2009319336708853857)  2026-01-08T17:40Z [---] followers, [---] engagements


"@B__Digs @SouthEndAV The whole $psky strategy doesn't work without $wbd While $psky wastes time trying to argue they should get GN for free the stock keeps dropping Wbd has all the time in the world. Yes the wbd could drop if $nflx drops but their is a floor in wbd. not in psky"  
[X Link](https://x.com/BigIdeasCapital/status/2009353846154514704)  2026-01-08T19:57Z [---] followers, [---] engagements


"@garyHeff @CHItraders Yeah i think psky gets their is a growth strategy for linear But if there is a good sized core audience there is probably a digital strategy to slow declines and grow the biz. Mtv is a tougher one i don't know enough about it"  
[X Link](https://x.com/BigIdeasCapital/status/2009354839525130285)  2026-01-08T20:01Z [---] followers, [--] engagements


"@garyHeff @CHItraders Mtv can be a funnel/pipe into ticketing. and there are biz there that can be bolted on for a few hundred million Food network = dining/event app restaurant promotion Consumers are craving experiences"  
[X Link](https://x.com/BigIdeasCapital/status/2009356215126774069)  2026-01-08T20:07Z [---] followers, [--] engagements


"@garyHeff @CHItraders Malone hinted at this. "Brian roberts needs to take cable fcf and buy into something like live nation" He has in a way done this with versant by not loading it with debt @FrancoOlivera @B__Digs @tbonesam99"  
[X Link](https://x.com/BigIdeasCapital/status/2009356615477305733)  2026-01-08T20:08Z [---] followers, [---] engagements


"@DJ_DadRock @B__Digs @garyHeff @ArbCowboy @WSJ @JBFlint @laurenthomas Wbd rightly doesn't trust the ellisons. but it is getting tougher for the bod with nflx stock below $90 $psky bulls overlooking an obvious point which is $nflx can just raise its bid"  
[X Link](https://x.com/BigIdeasCapital/status/2009637209427874203)  2026-01-09T14:43Z [---] followers, [---] engagements


"@DJ_DadRock @B__Digs @garyHeff @ArbCowboy @WSJ @JBFlint @laurenthomas Ironically at least at this point the weak versant trading isn't as much $wbd's problem as $nflx problem And reality check this isn't nflx wanting wbd or psky wanting wbd. They need wbd"  
[X Link](https://x.com/BigIdeasCapital/status/2009637600185946595)  2026-01-09T14:45Z [---] followers, [---] engagements


"@Speedwell_LLC @cap_zay Cope more you whiners loll "The stonk i bot cause i thought it would only go up is being disrupted 😢 😭 😿 ""  
[X Link](https://x.com/BigIdeasCapital/status/2011460493462864361)  2026-01-14T15:28Z [---] followers, [----] engagements


"@Speedwell_LLC Lmao who said anything about stock price They are getting disrupted 😆 You've checked $csu stock price ten times today. I know you have and you know you have. You can sit there and pretend like you aren't some slave to stock prices idgaf @cap_zay"  
[X Link](https://x.com/BigIdeasCapital/status/2011510951003243010)  2026-01-14T18:49Z [---] followers, [---] engagements


"@Speedwell_LLC @cap_zay And $csu financials lmao. you csu bros kill me. Yeah keep studying their buddy"  
[X Link](https://x.com/BigIdeasCapital/status/2011511548074729686)  2026-01-14T18:51Z [---] followers, [---] engagements


"@garyHeff @B__Digs If you take cnbc on it's own and compare it to any of the movie studios on their own cnbc is a better business They don't have to pay a much for talent content creation is cheap not nearly the capex"  
[X Link](https://x.com/BigIdeasCapital/status/2011812557456052433)  2026-01-15T14:47Z [---] followers, [--] engagements


"@garyHeff @B__Digs Ppl will meet cnbc where it is digital or linear. They don't have to go global they are scaled big tech is not going to replace them Streamers wbd nflx psky it's still a fist fight"  
[X Link](https://x.com/BigIdeasCapital/status/2011813157166018605)  2026-01-15T14:50Z [---] followers, [--] engagements


"@CapstackCapital Maybe Nortel blackberry valeant. When cdn pm's pile into something usually doesn't work out great $csu"  
[X Link](https://x.com/BigIdeasCapital/status/2011981192162132118)  2026-01-16T01:57Z [---] followers, [---] engagements


"@TeddyGambino I like your cvx + oxy. on the one hand brk i doubt will sell. but the right premium and they take cvx stock is possible Oxy is primed to scale permian"  
[X Link](https://x.com/BigIdeasCapital/status/2012272797167374640)  2026-01-16T21:16Z [---] followers, [---] engagements


"@garyHeff @_99Paul99 @B__Digs 🤣 Psky just needs to raise their bid"  
[X Link](https://x.com/BigIdeasCapital/status/2013058007374954582)  2026-01-19T01:16Z [---] followers, [--] engagements


"@garyHeff @B__Digs @_99Paul99 They put less debt GN after they agreed to sell S&S to nflx to account for GN not having the streaming stake"  
[X Link](https://x.com/BigIdeasCapital/status/2013099640674037819)  2026-01-19T04:02Z [---] followers, [--] engagements


"@garyHeff @B__Digs @_99Paul99 And what was the difference $1 billion The spin is happening [--] months later. For all we know the debt to ebitda multiple is the same. Reality is we don't have the info to make the judgement you are trying to make"  
[X Link](https://x.com/BigIdeasCapital/status/2013232065009918060)  2026-01-19T12:48Z [---] followers, [--] engagements


"@garyHeff @B__Digs @_99Paul99 You are focused on GN debt id be more worried about $psky If they bid $33 what's their debt multiple going to be [--] [--] How are they going to delever that"  
[X Link](https://x.com/BigIdeasCapital/status/2013232359517069563)  2026-01-19T12:49Z [---] followers, [---] engagements


"@221Brew @garyHeff @tbonesam99 If ellison was willing to go into the 30s it's like i said at the time why play these games why let nflx take the lead Now they have to beat nflx AND pay a break fee AND pay wbd money for expenses"  
[X Link](https://x.com/BigIdeasCapital/status/2013718874953335164)  2026-01-20T21:02Z [---] followers, [---] engagements


"@tbonesam99 @221Brew @garyHeff As a wbd shareholder if i had to pick right now i hope $psky gets it cause it means they had to probably do something they shouldn't do and pay a huge amount of money"  
[X Link](https://x.com/BigIdeasCapital/status/2013720295182344195)  2026-01-20T21:08Z [---] followers, [---] engagements


"I decided to blow out the 2nd half of my $wbd. Great ride. Despite non-stop criticism Zas did a great job saving warner and discovery from a brutal outcome"  
[X Link](https://x.com/BigIdeasCapital/status/2014016551008035240)  2026-01-21T16:45Z [---] followers, [---] engagements


"My reasoning is: 1) feels increasingly likely that $psky gives up 2) i want a cash pile 3) reality is that if mkt turmoil hits $wbd shares while they might hold in prob still drop a meaningful amount Best of luck to remaining wbd shareholders also psky bulls. Screw netflix"  
[X Link](https://x.com/BigIdeasCapital/status/2014017145223422157)  2026-01-21T16:48Z [---] followers, [---] engagements


"@PSKYEllison @221Brew @B__Digs @tbonesam99 @garyHeff @TMTAnalystANON $psky definitely acclerated things but @B__Digs was right about the split. Forced ellisons hand I hope things work out for psky"  
[X Link](https://x.com/BigIdeasCapital/status/2014023882584293661)  2026-01-21T17:14Z [---] followers, [---] engagements


"@tbonesam99 @PSKYEllison @221Brew @B__Digs @garyHeff @TMTAnalystANON I agree it's likely there is a raised bid wbd moves higher But how high can wbd go another 10% And i could see if psky walks + mkt turmoil we see wbd at $23 temporarily. I just don't want to risk having to sell wbd at $23 to buy something else down 50%+"  
[X Link](https://x.com/BigIdeasCapital/status/2014027906213646407)  2026-01-21T17:30Z [---] followers, [---] engagements


"@tbonesam99 @PSKYEllison @221Brew @B__Digs @garyHeff @TMTAnalystANON And the market doesn't crazy stuff. You'd think $wbd doesnt go down 10% in a day with a cash bid in hand but sometimes the mkt makes no sense"  
[X Link](https://x.com/BigIdeasCapital/status/2014028090196771101)  2026-01-21T17:31Z [---] followers, [---] engagements


"@MikePMoffatt You understand US bonds are a safe haven asset given depth and liquidity of market What are you even talking about anyways what happened to fixing housing have you given up on that"  
[X Link](https://x.com/BigIdeasCapital/status/2015432325308293330)  2026-01-25T14:31Z [---] followers, [--] engagements


"Just a week ago John Malone called David Ellison "arrogant" Malone is still Chair Emeritus of $wbd $wbd aint selling itself for $20 per share. They are going to either want stock in the combined company or a lot of $$$$$ @davidfaber @sherman4949 @B__Digs @TMTAnalystANON"  
[X Link](https://x.com/BigIdeasCapital/status/1966227428197777418)  2025-09-11T19:48Z [---] followers, [----] engagements


"$dis is invincible @TMTAnalystANON @B__Digs @garyHeff @tbonesam99 @221 BOX OFFICE SHOCKER: ZOOTOPIA [--] is now tracking for a massive 25%-35% INCREASE this coming weekend eyeing $18M-$20M domestically It could leap past new releases making a surprising comeback to the #2 spot https://t.co/CnUr6HcJMZ BOX OFFICE SHOCKER: ZOOTOPIA [--] is now tracking for a massive 25%-35% INCREASE this coming weekend eyeing $18M-$20M domestically It could leap past new releases making a surprising comeback to the #2 spot https://t.co/CnUr6HcJMZ"  
[X Link](https://x.com/BigIdeasCapital/status/2004301198208401418)  2025-12-25T21:20Z [---] followers, [--] engagements


"Devil wears prada [--] 🔥 🔥 🔥 $dis Most watched movie trailer debuts of 2025: [--] The Devil Wears Prada [--] 181.5M views [--] Moana 161.2M views [--] Lilo & Stitch 149.4M views [--] The Fantastic Four 144.1M views [--] Toy Story [--] 133.6M views [--] Avatar: Fire and Ash 127.6M views [--] Zootopia [--] 125.6M views [--] https://t.co/k3i9nI5pNX Most watched movie trailer debuts of 2025: [--] The Devil Wears Prada [--] 181.5M views [--] Moana 161.2M views [--] Lilo & Stitch 149.4M views [--] The Fantastic Four 144.1M views [--] Toy Story [--] 133.6M views [--] Avatar: Fire and Ash 127.6M views [--] Zootopia [--] 125.6M views [--] https://t.co/k3i9nI5pNX"  
[X Link](https://x.com/BigIdeasCapital/status/2004301562068566024)  2025-12-25T21:21Z [---] followers, [---] engagements


"0.00015% of $wbd shares have been tendered to $psky Defcon 💩 SCOOP: Sale of Warner Bros. Discovery heats up as Ellisons weigh DefCon [--] litigation over selection of Netflix bid $NTFL $WBD $PSKY https://t.co/qnl543kMyB SCOOP: Sale of Warner Bros. Discovery heats up as Ellisons weigh DefCon [--] litigation over selection of Netflix bid $NTFL $WBD $PSKY https://t.co/qnl543kMyB"  
[X Link](https://x.com/BigIdeasCapital/status/2004373882720158082)  2025-12-26T02:09Z [---] followers, [---] engagements


"$psky isn't going to get many ppl tendering when $wbd is trading at $29. @221Brew @garyHeff UPDATE: CNBC's David Faber just reported that Warner Bros $WBD is expected to reject Paramount's latest $108B+ takeover offer ($30/share all-cash backed by $40B+ Larry Ellison guarantee AND higher termination fee). WBD prefers $NFLX's $72B deal for streaming/studio assets. https://t.co/EEdaSLkK4V UPDATE: CNBC's David Faber just reported that Warner Bros $WBD is expected to reject Paramount's latest $108B+ takeover offer ($30/share all-cash backed by $40B+ Larry Ellison guarantee AND higher termination"  
[X Link](https://x.com/BigIdeasCapital/status/2006052922438644202)  2025-12-30T17:21Z [---] followers, [----] engagements


""$psky will have to up their bid by $10bn to buy $wbd" - Gerber 🎯 Love or hate @GerberKawasaki he has made a ton of great calls @221Brew @garyHeff @B__Digs https://youtu.be/0EKW3OjG2x8si=zD4wZSctz_33p5FO https://youtu.be/0EKW3OjG2x8si=zD4wZSctz_33p5FO"  
[X Link](https://x.com/BigIdeasCapital/status/2006482394837348785)  2025-12-31T21:47Z [---] followers, [---] engagements


"Brad jacobs is happy to sell you $qxo stock at 4x what he had to paid and @FoundersPodcast is happy to help him do it 😆 How Brad Jacobs raised $750000000 from a single episode of Founders: How Brad Jacobs raised $750000000 from a single episode of Founders:"  
[X Link](https://x.com/BigIdeasCapital/status/2006482913886679184)  2025-12-31T21:49Z [---] followers, [---] engagements


"Why are we selling $wbd again The pitt industry and knight of the seven kingdoms all drop in jan. $nflx will be unstoppable with wbd/hbo. @garyHeff @B__Digs @tbonesam99 @TMTAnalystANON @221Brew Ring in the new year with a fresh slate of shows 🥳 https://t.co/2wxvqvQjQh Ring in the new year with a fresh slate of shows 🥳 https://t.co/2wxvqvQjQh"  
[X Link](https://x.com/BigIdeasCapital/status/2006783810244079909)  2026-01-01T17:45Z [---] followers, [----] engagements


"And that's why you sell to buffett. Two months to getting your $10 billion in your account $oxy Berkshire Hathaway's $9.7 billion acquisition of OxyChem (from Occidental Petroleum) is now complete. https://t.co/46VYWTNIsD Berkshire Hathaway's $9.7 billion acquisition of OxyChem (from Occidental Petroleum) is now complete. https://t.co/46VYWTNIsD"  
[X Link](https://x.com/BigIdeasCapital/status/2007195360352215196)  2026-01-02T21:00Z [---] followers, [---] engagements


"This guy is such a contra 😆 #oott Soon https://t.co/WxlrMXqSy5 Soon https://t.co/WxlrMXqSy5"  
[X Link](https://x.com/BigIdeasCapital/status/2007480495794516075)  2026-01-03T15:53Z [---] followers, [---] engagements


"There you go. disaster #oott Says that the U.S. is going to run Venezuela until a transition. Says that the U.S. is going to run Venezuela until a transition"  
[X Link](https://x.com/BigIdeasCapital/status/2007495837258264839)  2026-01-03T16:54Z [---] followers, [---] engagements


"We can keep going around in circles. Reality is $psky's bid is riskier it's not just about price. Everyone is like GN is $1 GN is $0. it doesn't matter. Cry about the definition of superior for the next [--] yrs. Zas is laughing. At best $psky can block the deal. Warner Bros: Amended Paramount Offer Remains 'Inadequate' Warner Bros: Amended Paramount Offer Remains 'Inadequate'"  
[X Link](https://x.com/BigIdeasCapital/status/2008877729069035953)  2026-01-07T12:25Z [---] followers, [---] engagements


"If $psky manages to block the deal all that's done is gives Zas time to build up studio pay down debt scale dtc and prove GN is worth more then $0 So go for it go defcon 💩 bid for $wbd again in a year @221Brew @garyHeff @TMTAnalystANON @tbonesam99 @B__Digs @PSKYEllison"  
[X Link](https://x.com/BigIdeasCapital/status/2008879519051198560)  2026-01-07T12:32Z [---] followers, [---] engagements


"Tacoo taco maaaann #oott $oxy *TRUMP SAYS MADUROS ALLIES ARE COOPERATING WITH US: NYT *TRUMP SAYS 'THE OIL WILL TAKE A WHILE' IN VENEZUELA: NYT *TRUMP SAYS RUBIO SPEAKS TO RODRGUEZ 'ALL THE TIME': NYT *TRUMP SAYS MADUROS ALLIES ARE COOPERATING WITH US: NYT *TRUMP SAYS 'THE OIL WILL TAKE A WHILE' IN VENEZUELA: NYT *TRUMP SAYS RUBIO SPEAKS TO RODRGUEZ 'ALL THE TIME': NYT"  
[X Link](https://x.com/BigIdeasCapital/status/2009239371468427430)  2026-01-08T12:22Z [---] followers, [---] engagements


"Tom Rogers - "$psky will be levered 9x at close. creditors could get ancy financing might not be there at close" $psky needs a solution more then anybody else out there $wbd"  
[X Link](https://x.com/BigIdeasCapital/status/2011074524662677558)  2026-01-13T13:55Z [---] followers, [---] engagements


"Lmao. If it isn't already obvious $nflx does actually want to buy $wbd. They aren't going to let a $1 difference in bid blow up their deal @221Brew @garyHeff @TMTAnalystANON @B__Digs @tbonesam99 NETFLIX WEIGHS AMENDING WARNER BROS. BID TO MAKE IT ALL CASH NETFLIX WEIGHS AMENDING WARNER BROS. BID TO MAKE IT ALL CASH"  
[X Link](https://x.com/BigIdeasCapital/status/2011178180950868091)  2026-01-13T20:46Z [---] followers, [----] engagements


"God i love seeing $csu bulls get murdered"  
[X Link](https://x.com/BigIdeasCapital/status/2012176255873880108)  2026-01-16T14:52Z [---] followers, [---] engagements


"Nominal 🤣 Why stop at [--] what about [--] 🚨 BREAKING: In a TERRIFYING development for the Left Treasury Sec. Scott Bessent CONFIRMS GDP could get up to 7% or 8% PERCENT WOW that would be huge "GDP is likely to surprise on the upside and its feasible to believe that we could have a 78% nominal GDP number." 🔥 https://t.co/9d3uwDIu77 🚨 BREAKING: In a TERRIFYING development for the Left Treasury Sec. Scott Bessent CONFIRMS GDP could get up to 7% or 8% PERCENT WOW that would be huge "GDP is likely to surprise on the upside and its feasible to believe that we could have a 78% nominal GDP number.""  
[X Link](https://x.com/BigIdeasCapital/status/2012650442551861753)  2026-01-17T22:17Z [---] followers, [---] engagements


"Elephant in the room for $psky bulls the stock is sub $12. Ellison is fixated on talking down the price of GN maybe he should focus on strategy without $wbd @B__Digs @tbonesam99 @garyHeff @221Brew @TMTAnalystANON"  
[X Link](https://x.com/BigIdeasCapital/status/2013590369892458749)  2026-01-20T12:32Z [---] followers, [---] engagements


"@B__Digs @tbonesam99 @garyHeff @221Brew @dantolhurst @PSKYEllison @TMTAnalystANON Psky has been playing catch up since they first approached zas/malone. and i don't see dragging this out helping nflx is just getting bigger If psky can actually finance $33 do it. Then nflx very likely outbids them and they can focus on a new strategy"  
[X Link](https://x.com/BigIdeasCapital/status/2014346581193941341)  2026-01-22T14:37Z [---] followers, [---] engagements


"What was our bet @TidefallCapital $csu $2500 before $3500. Imagine what's going on inside csu"  
[X Link](https://x.com/BigIdeasCapital/status/2016885714479181922)  2026-01-29T14:46Z [---] followers, [----] engagements


"@permastonks @TidefallCapital Like they aren't buying convenience stores buddy They are buying software companies that are in completely different industries different customers regulations competitors They have no clue what they are buying they are just buying lol"  
[X Link](https://x.com/BigIdeasCapital/status/2017008567316885550)  2026-01-29T22:54Z [---] followers, [--] engagements


"@permastonks @TidefallCapital Hey you have a software business with [--] million in fcf Okay I'll buy it without knowing anything about the business at all. I'll buy [----] of them. Mark leonard played you guys for fools"  
[X Link](https://x.com/BigIdeasCapital/status/2017009076505297324)  2026-01-29T22:56Z [---] followers, [--] engagements


"@221Brew @garyHeff @TMTAnalystANON Im sure Ellison can win a bidding war for wbd if he can get enough cash. They are talking to private equity etc But other then in cash ellison is out of his league. He doesnt have a fraction of the experience of roberts zas and Malone Doesnt mean he can't win"  
[X Link](https://x.com/BigIdeasCapital/status/1988431216509333892)  2025-11-12T02:18Z [---] followers, [--] engagements


"Don't forget this idiot has been pumping the idea with the IEA the world is awash in oil. Javier IEA Blas #oott $oxy"  
[X Link](https://x.com/BigIdeasCapital/status/2016498418034606266)  2026-01-28T13:07Z [---] followers, [---] engagements


"@tbonesam99 @TMTAnalystANON @CGasparino @GoldmanSachs @MorganStanley @comcast @wbd People can argue about what Nbcu is worth but i will take Roberts financing over "Dont worry Larry's got it""  
[X Link](https://x.com/BigIdeasCapital/status/1990523822207037735)  2025-11-17T20:53Z [---] followers, [--] engagements


"@Suicide95518428 @TomLoughrey_LFE @mailboxmoney6 @NiceQuarterGuys Lmao The only real American oil co's are cvx xom and oxy The rest are on the corner trying to sell themselves to the nearest half wit most of all $fang and $eog"  
[X Link](https://x.com/BigIdeasCapital/status/1997162956954677403)  2025-12-06T04:35Z [---] followers, [---] engagements


"@tbonesam99 @garyHeff @davidfaber There is a lot of execution risk. but the more i look at it it's open ground. Tons of room for lazarus to deal make It's like fandango. 10% of theater tickets. They acquire Indy cinema for probably peanuts get software for theaters"  
[X Link](https://x.com/BigIdeasCapital/status/2008719650755146032)  2026-01-07T01:57Z [---] followers, [--] engagements


"@tbonesam99 @garyHeff @davidfaber But they argue the TAM is [--] bn. like you think about the open space in ticketing between them and live nation You go from theaters to other small events there is a lot of running room and lots of bolt ons"  
[X Link](https://x.com/BigIdeasCapital/status/2008720119695069311)  2026-01-07T01:59Z [---] followers, [--] engagements


"@WAR527 @EnergyCynic $oxy will still grow production profitably $clr and $fang don't have the inventory depth to grow anymore. Not great for them good for oil prices"  
[X Link](https://x.com/BigIdeasCapital/status/1952702542443614414)  2025-08-05T12:05Z [---] 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