#  @Frugalbuck Eddie Eddie posts on X about $sofi, $bmnr, $pltr, $eth the most. They currently have [-----] followers and [---] posts still getting attention that total [--] engagements in the last [--] hours. ### Engagements: [--] [#](/creator/twitter::1461823706318000128/interactions)  - [--] Week [-----] -68% - [--] Month [------] -3.60% - [--] Months [-------] +347% - [--] Year [-------] -63% ### Mentions: [--] [#](/creator/twitter::1461823706318000128/posts_active)  - [--] Week [--] +63% - [--] Month [--] +17% - [--] Months [---] +113% - [--] Year [---] -38% ### Followers: [-----] [#](/creator/twitter::1461823706318000128/followers)  - [--] Week [-----] +0.10% - [--] Month [-----] +0.56% - [--] Months [-----] +3.60% - [--] Year [-----] +6.30% ### CreatorRank: undefined [#](/creator/twitter::1461823706318000128/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) 84% [finance](/list/finance) 32% [cryptocurrencies](/list/cryptocurrencies) 15% [technology brands](/list/technology-brands) 9% [currencies](/list/currencies) 2% [social networks](/list/social-networks) 1% **Social topic influence** [$sofi](/topic/$sofi) #365, [$bmnr](/topic/$bmnr) 28%, [$pltr](/topic/$pltr) 22%, [$eth](/topic/$eth) 10%, [lee](/topic/lee) 9%, [$upst](/topic/$upst) 8%, [palantir](/topic/palantir) 8%, [$lc](/topic/$lc) 6%, [if you](/topic/if-you) 5%, [crypto](/topic/crypto) 4% **Top accounts mentioned or mentioned by** [@timsweeneytar](/creator/undefined) [@fundstrat](/creator/undefined) [@tim_sweeney_tar](/creator/undefined) [@mrbeast](/creator/undefined) [@deemahdee1](/creator/undefined) [@datadinvesting](/creator/undefined) [@phtwi94663](/creator/undefined) [@siweiyang](/creator/undefined) [@crawlingtrds](/creator/undefined) [@financeintell](/creator/undefined) [@eofarmer](/creator/undefined) [@winnerinvestor](/creator/undefined) [@vadimkotlarov](/creator/undefined) [@steveurkeldude](/creator/undefined) [@tjthewheeldeal](/creator/undefined) [@anthonynoto](/creator/undefined) [@nba](/creator/undefined) [@maverick98776](/creator/undefined) [@arnytrezzi](/creator/undefined) [@henryinvests](/creator/undefined) **Top assets mentioned** [RAI Finance (SOFI)](/topic/$sofi) [BITMINE IMMERSION TECH (BMNR)](/topic/$bmnr) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Ethereum (ETH)](/topic/$eth) [Upstart Holdings, Inc. (UPST)](/topic/$upst) [Venture Global, Inc (VG)](/topic/$vg) [Litentry (LIT)](/topic/$lit) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Bitcoin (BTC)](/topic/bitcoin) [Berkshire Hathaway Inc Class B (BRK.B)](/topic/$brkb) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) ### Top Social Posts Top posts by engagements in the last [--] hours "Upped my position in $UPST Wednesday it is the largest it has been since [----] already full on $BMNR $LC and $SoFi" [X Link](https://x.com/Frugalbuck/status/2007139201633136775) 2026-01-02T17:17Z [----] followers, [----] engagements "$VG has been saving my portfolio bacon in this downturn" [X Link](https://x.com/Frugalbuck/status/2014126421916946905) 2026-01-22T00:02Z [----] followers, [---] engagements "$SoFi continues to amaze $LC incredibly cheap $UPST story remains to be seen but I think $100-$200/share is reasonable if the fundamentals play out as I expect in 2026" [X Link](https://x.com/Frugalbuck/status/2017315292607840544) 2026-01-30T19:13Z [----] followers, [----] engagements "Someone remind me isnt ISM above [--] one of the things Tom Lee @fundstrat has stated is very correlated to crypto ISM Mfg [----] Exp. [----] Last [----] ISM Mfg [----] Exp. [----] Last 47.9" [X Link](https://x.com/Frugalbuck/status/2018350818135867661) 2026-02-02T15:48Z [----] followers, [---] engagements "I was undisciplined and decided to buy $ETH based on a hunch the downtrend would reverse I have exited 90% of my $BMNR position while I re-evaluate how to handle it from here On one hand I respect Tom Lee and expect $ETH to go up due to its utility OTOH it is a commodity $BMNR still in a downtrend until proven otherwise $BMNR still in a downtrend until proven otherwise" [X Link](https://x.com/Frugalbuck/status/2018746494845899174) 2026-02-03T18:00Z [----] followers, [----] engagements "$LC is trading under [--] FWD PE IMO likely growing earnings 20% - could be much higher $SoFi trading around [--] FWD PE IMO growing earnings 50% Both are an easy double assuming no recession over the next [--] months NFA" [X Link](https://x.com/Frugalbuck/status/2018758846819500331) 2026-02-03T18:49Z [----] followers, [---] engagements "$SoFi hit [---] PE in [----] right now it is approaching [--] PE ($19.50) which I would consider the lower range of fair value It can go much lower due to the market but I maintain it deserves a [--] PE minimum for several years to come Not financial advice @ph_twi94663 Depends on market multiples Honestly hard to say. I think $SOFI should be worth 50-100 PE ($15-$30) at year end but that is assuming this tariff stuff doesnt blow up the economy and $SOFI can maintain growth. It is a bet I would make but admittedly pretty high risk. @ph_twi94663 Depends on market multiples Honestly hard to say. I" [X Link](https://x.com/Frugalbuck/status/2019091371454542189) 2026-02-04T16:51Z [----] followers, [----] engagements "Question: Are we still mad $SoFi did an equity raise at $27.50 or nah" [X Link](https://x.com/Frugalbuck/status/2019104854334120330) 2026-02-04T17:44Z [----] followers, 13.3K engagements "$SoFi tax rate is expected to increase from 6% in [----] to mid-teens in [----] I would expect another large increase in [----] The fact $SoFi can maintain 18% adjusted net income margins while taxes will increase 9% effective is quite significant" [X Link](https://x.com/Frugalbuck/status/2019176324137734280) 2026-02-04T22:28Z [----] followers, [----] engagements "I hope no one out there was using margin or selling puts on margin I suffered severe losses out there in [----] If thats you know that you can come back from it even if it seems impossible This sell off has been brutal" [X Link](https://x.com/Frugalbuck/status/2019444233770336267) 2026-02-05T16:13Z [----] followers, [---] engagements "Bought more $SoFi" [X Link](https://x.com/Frugalbuck/status/2019454703210213741) 2026-02-05T16:54Z [----] followers, [----] engagements "Im not sure how low $BMNR will go The fundamentals of $ETH make $BMNR one of the best momentum plays in the market $BMNR staking revenue goes up and down with the value of $ETH so EPS will follow the value of $ETH further pushing momentum up or down I may ride it back up I was undisciplined and decided to buy $ETH based on a hunch the downtrend would reverse I have exited 90% of my $BMNR position while I re-evaluate how to handle it from here On one hand I respect Tom Lee and expect $ETH to go up due to its utility OTOH it is a commodity I was undisciplined and decided to buy $ETH based on a" [X Link](https://x.com/Frugalbuck/status/2019458247485161741) 2026-02-05T17:09Z [----] followers, [---] engagements "Selling cash secured puts on the favorite names is paying very handsomely today Not financial advice" [X Link](https://x.com/Frugalbuck/status/2019801726099103902) 2026-02-06T15:53Z [----] followers, [---] engagements "I want everyone to know I saved the market. I sold these calls yesterday. Your welcome 🙏 $SoFi" [X Link](https://x.com/Frugalbuck/status/2019803363962208741) 2026-02-06T16:00Z [----] followers, [----] engagements "My $BMNR thoughts 1) I do not have a good enough understanding of $ETH I think it will go up but that is a hunch (it is a commodity) 2) due to #1 I do not have the conviction to hold on the downside - so I wont buy until momentum is established if at all I was undisciplined and decided to buy $ETH based on a hunch the downtrend would reverse I have exited 90% of my $BMNR position while I re-evaluate how to handle it from here On one hand I respect Tom Lee and expect $ETH to go up due to its utility OTOH it is a commodity I was undisciplined and decided to buy $ETH based on a hunch the" [X Link](https://x.com/Frugalbuck/status/2019837376957411644) 2026-02-06T18:15Z [----] followers, [---] engagements "@Tim_Sweeney_TAR Just brainstorming here but Noto keeps referring to crypto backed loans - do you think that could include a credit card product $SoFi USD as collateral invested in fed funds as of now SOFI cant share rewards on the stablecoins but perhaps they can on CC spending Low APY" [X Link](https://x.com/Frugalbuck/status/2020000199117259255) 2026-02-07T05:02Z [----] followers, [---] engagements "@Tim_Sweeney_TAR Are you suggesting that $SOFI can own international trade settlement on its stablecoin due to the advantage is has of being a bank This would keep the dollar as the worlds reserve currency if a U.S. company were to be first to market" [X Link](https://x.com/Frugalbuck/status/2020948049154236788) 2026-02-09T19:48Z [----] followers, [---] engagements "@Tim_Sweeney_TAR I did quite a lot of research on this while I was loading $BMNR It seems to me $SoFi is basically through its big business banking and SOFI USD democratizing access to the U.S. Feds fund window by passing on 95% of the economics to their partners My $0.02 anyways" [X Link](https://x.com/Frugalbuck/status/2020950674486522323) 2026-02-09T19:59Z [----] followers, [---] engagements "@Tim_Sweeney_TAR You lost me Tim It seems like you are pointing to a widespread $SoFi stablecoin backed by treasuries not the Fed funds window that we export to create new demand for U.S. treasuries The part I think I dont understand is why SOFI would win that race I dont see an edge" [X Link](https://x.com/Frugalbuck/status/2021003655420465639) 2026-02-09T23:29Z [----] followers, [----] engagements "@Tim_Sweeney_TAR I have thought about this I just dont understand how the rails work Someone in a country with hyperinflation can buy bitcoin can they also buy stablecoins And then how do they transact with them It would substantially help adoption if they could pay rewards" [X Link](https://x.com/Frugalbuck/status/2021040019847389435) 2026-02-10T01:54Z [----] followers, [---] engagements "I sold my $UPST position on 2/10 prior to earnings at $40 I had noticed all fintech was getting whacked after their earnings releases regardless of how good they were I need to look through their earnings and probably buy back the position at this point Upped my position in $UPST Wednesday it is the largest it has been since [----] already full on $BMNR $LC and $SoFi Upped my position in $UPST Wednesday it is the largest it has been since [----] already full on $BMNR $LC and $SoFi" [X Link](https://x.com/Frugalbuck/status/2022016161547006245) 2026-02-12T18:33Z [----] followers, [----] engagements "Still digesting this news but I want to say this investment is making me rethink $BMNR. These types of moonshot investments will buy respect and exposure. $BMNR has deep pockets and will be able to accelerate integration with the old economy https://youtu.be/KB9TdI3JEJksi=bqVD19Z88rOy_CP1 https://youtu.be/KB9TdI3JEJksi=bqVD19Z88rOy_CP1" [X Link](https://x.com/Frugalbuck/status/2011835830189408472) 2026-01-15T16:20Z [----] followers, [----] engagements "Rethink the thesis in a positive way* $BMNR" [X Link](https://x.com/Frugalbuck/status/2011836344813961325) 2026-01-15T16:22Z [----] followers, [---] engagements "I was thinking of $BMNR as a DAT/trading vehicle- I am now thinking of it as a holding company in the crypto space. Much more optionality with deep pockets Ability to accelerate crypto adoption through investment In house products This is a company similar to $BRK.b Still digesting this news but I want to say this investment is making me rethink $BMNR. These types of moonshot investments will buy respect and exposure. $BMNR has deep pockets and will be able to accelerate integration with the old economy https://t.co/htMPXu1wHM Still digesting this news but I want to say this investment is" [X Link](https://x.com/Frugalbuck/status/2011838157172412679) 2026-01-15T16:29Z [----] followers, [---] engagements "@SteveUrkelDude I think this is genius- the pivot is to a holding company - $BMNR can raise hundreds of millions in days and use that money to accelerate adoption of $ETH I have seen the light 💡" [X Link](https://x.com/Frugalbuck/status/2011842010769150095) 2026-01-15T16:44Z [----] followers, [---] engagements "@TJTheWheelDeal The deal doesnt close for a few days - I imagine $BMNR had an out if their vote didnt go through so I agree with you" [X Link](https://x.com/Frugalbuck/status/2011847745188086021) 2026-01-15T17:07Z [----] followers, [---] engagements "Waiting for sentiment to flip bullish on the $BMNR @MrBeast investment as soon as $BMNR stock flips green Still digesting this news but I want to say this investment is making me rethink $BMNR. These types of moonshot investments will buy respect and exposure. $BMNR has deep pockets and will be able to accelerate integration with the old economy https://t.co/htMPXu1wHM Still digesting this news but I want to say this investment is making me rethink $BMNR. These types of moonshot investments will buy respect and exposure. $BMNR has deep pockets and will be able to accelerate integration with" [X Link](https://x.com/Frugalbuck/status/2011860566995058879) 2026-01-15T17:58Z [----] followers, [---] engagements "If $BMNR announces a dividend for all their staked $ETH thats over $1/share at current prices I hope they dont do that I would rather see them increase the dividend over time than just do 100% of stake rewards and have volatility" [X Link](https://x.com/Frugalbuck/status/2011863923507802544) 2026-01-15T18:11Z [----] followers, [---] engagements "$BMNR take: 1) I fully support the @MrBeast investment 2) I am confused by the app. I hope its not just a glorified IR/YT page In @fundstrat I trust" [X Link](https://x.com/Frugalbuck/status/2011952405186036026) 2026-01-16T00:03Z [----] followers, [---] engagements "Im seeing calls for $BMNR to crash and I dont get it. I dont think it will happen. I think for $BMNR to go much lower $ETH would have to crash Also I want to point out the investor meeting did let me down - I was expecting it to be better. OTOH they only have [--] staff 🤷♂" [X Link](https://x.com/Frugalbuck/status/2012023486450188302) 2026-01-16T04:45Z [----] followers, [---] engagements "Sounds like Tom Lee @fundstrat not only anticipates doing deals with @MrBeast but also expects @MrBeast to be a steward for accelerated $ETH adoption" [X Link](https://x.com/Frugalbuck/status/2012213620994699602) 2026-01-16T17:21Z [----] followers, [---] engagements "$VG is a beast $VG https://t.co/yaKu8jGHc6 $VG https://t.co/yaKu8jGHc6" [X Link](https://x.com/Frugalbuck/status/2012218714385436845) 2026-01-16T17:41Z [----] followers, [---] engagements "This is super cool Incentivize $SoFi plus with some kind of cool trip or experience at least once quarterly love to see it Have the winners do some marketing content Great idea @anthonynoto Dont miss your shot at the ultimate @nba All-Star [----] experience* with SoFi PlusSoFis premium membership with $1000+ in annual value with qualifying activities. You could unlock two tickets to catch all the action Friday to Sunday plus an exclusive invite-only event. https://t.co/nJ145ZJUu9 Dont miss your shot at the ultimate @nba All-Star [----] experience* with SoFi PlusSoFis premium membership with" [X Link](https://x.com/Frugalbuck/status/2012235523549540828) 2026-01-16T18:48Z [----] followers, [----] engagements "Im hypothesizing here: Why cant a company like $BMNR extend their strategy to private investments Say they trade for a premium of 20% (they dont but just go with it) Then they sell shares Then they use the cash to buy spaceX for example basically at a 20% discount" [X Link](https://x.com/Frugalbuck/status/2012258636362568055) 2026-01-16T20:20Z [----] followers, [---] engagements "@deemahdee1 The premium would only exist if it outperforms I would think that would be pretty easy given the discount But the whole thing falls apart if it doesnt trade at a premium or they dont outperform which causes it to not trade at a premium" [X Link](https://x.com/Frugalbuck/status/2012361463545938035) 2026-01-17T03:08Z [----] followers, [--] engagements "Missed this assuming others did as well Did Tom Lee say lighter could work with $BMNR to tokenize products $BMNR will be doing the tokenizing Could this be what the app is for This could be BIG" [X Link](https://x.com/Frugalbuck/status/2012386627159826614) 2026-01-17T04:48Z [----] followers, [----] engagements "Tom Lee @fundstrat at the $BMNR annual meeting kept saying he had $700m to invest by my accounting he is somewhere around $260m invested meaning he has over $300m left What will be the next moonshot 🌙" [X Link](https://x.com/Frugalbuck/status/2012412467238797559) 2026-01-17T06:31Z [----] followers, [---] engagements "Bought a completely speculative position in the crypto $LIT yesterday based on the interview at $BMNR shareholder meeting This is due to them saying they have an announcement with $HOOD within the next couple of weeks This could go to $0 easily" [X Link](https://x.com/Frugalbuck/status/2012557610579529760) 2026-01-17T16:08Z [----] followers, [---] engagements "Would love to have a theoretical discussion re $BMNR about a concern I have The concern: $BMNR should only trade at a premium to mNAV if you believe they will be able to deliver incremental value going forward Where does the value come from when they are done accumulating $ETH" [X Link](https://x.com/Frugalbuck/status/2013018628052996259) 2026-01-18T22:40Z [----] followers, [---] engagements "@deemahdee1 I agree on the problem - they thought this would take years and so they would get a premium for years and since they have done such a good job if they want to maintain a premium they will have to pivot. I will probably stay either way but I hope/think there is more to come" [X Link](https://x.com/Frugalbuck/status/2013099027336945826) 2026-01-19T03:59Z [----] followers, [--] engagements "@deemahdee1 One last thing that is kinda cool re $BMNR if $ETH triples the yield will too - that doesnt happen with other stocks/revenue" [X Link](https://x.com/Frugalbuck/status/2013112106472570947) 2026-01-19T04:51Z [----] followers, [---] engagements "Here is another clip of @fundstrat stating they want to work with $LIT and accelerate tokenization $BMNR" [X Link](https://x.com/Frugalbuck/status/2013349426614698208) 2026-01-19T20:34Z [----] followers, [---] engagements "$BMNR series of clips from annual shareholder meeting Here is another clip of @fundstrat stating they want to work with $LIT and accelerate tokenization $BMNR https://t.co/W8BpV3V89b Here is another clip of @fundstrat stating they want to work with $LIT and accelerate tokenization $BMNR https://t.co/W8BpV3V89b" [X Link](https://x.com/Frugalbuck/status/2013349809344696454) 2026-01-19T20:36Z [----] followers, [---] engagements "Tom Lee: if we were only 1% of ETH would we be the liquidity backstop for a lot of potential exchanges Probably not. (Paraphrased) There was a messaging we didnt catch at the shareholders meeting. They are working behind the scenes. $BMNR" [X Link](https://x.com/Frugalbuck/status/2013365960707842310) 2026-01-19T21:40Z [----] followers, [---] engagements "$BMNR One path is we are just dividending a lot of return" [X Link](https://x.com/Frugalbuck/status/2013367268659646771) 2026-01-19T21:45Z [----] followers, [---] engagements "@maverick98776 I tend to have a trigger finger and want to sell for quick flips - I am trying to ignore $VG and let it do what it will do" [X Link](https://x.com/Frugalbuck/status/2014407203420307479) 2026-01-22T18:37Z [----] followers, [---] engagements "@arny_trezzi If we assume revenue of 2262m in the next [--] months (30 percent growth) this contract will make up more then 10% of $PLTR revenue" [X Link](https://x.com/Frugalbuck/status/1575498008837640193) 2022-09-29T14:49Z [----] followers, [--] engagements "$PLTR For those wondering I am happy with my $PLTR position. I dont really want to add anymore but I will under $6.50" [X Link](https://x.com/anyuser/status/1630680643578519552) 2023-02-28T21:25Z [----] followers, [----] engagements "Working on my first YT video covering Palantir- I am going to need a lot of support from you all" [X Link](https://x.com/anyuser/status/1632471725589016577) 2023-03-05T20:02Z [----] followers, [----] engagements "$PLTR Me telling my wife about the Palantir Ontology again" [X Link](https://x.com/anyuser/status/1634375749468848128) 2023-03-11T02:08Z [----] followers, 10.1K engagements "$UPST at IPO/Q4 [----] earnings -$20/share -$1.45b MC -$86.7m revenue up 39% YoY -$84.4m fee revenue -$11.8m income from operations -$251m cash on BS -$78.5m loan on BS -$177m total liabilities 1/2" [X Link](https://x.com/Frugalbuck/status/1635349190053359616) 2023-03-13T18:36Z [----] followers, [----] engagements "$UPST now/Q4 [----] -$15.20/share -$1.24b MC -$147m revenue down 52% YoY -$115.6m fee revenue -$58.5m loss from operations -$422m cash on BS -$1010m loans on BS -$1263m total liabilities High risk high reward IMO highly cyclical business committed capital=less cyclical 2/2" [X Link](https://x.com/Frugalbuck/status/1635349191760445441) 2023-03-13T18:36Z [----] followers, [---] engagements "The U.K. has [--] million people. Palantir is about to win a [--] year $580 million deal or $83 million/year. The U.K. government is going to pay $PLTR $1.24 per citizen/year. Do you think the value provided is more than $1.24/person/year I do" [X Link](https://x.com/anyuser/status/1636939652136579074) 2023-03-18T03:56Z [----] followers, 10.9K engagements "Palantir is projecting $500 million (was only $200 million in 2022)in FCF. $PLTR enterprise value is $14 billion. Palantir is currently trading for 28x projected [----] FCF and is growing that FCF 250% YoY" [X Link](https://x.com/anyuser/status/1637250595106209792) 2023-03-19T00:32Z [----] followers, 16.8K engagements "The end. $PLTR" [X Link](https://x.com/anyuser/status/1638950228102619136) 2023-03-23T17:05Z [----] followers, 15.6K engagements "Me buying more $PLTR" [X Link](https://x.com/anyuser/status/1642340998876635136) 2023-04-02T01:39Z [----] followers, 10.7K engagements "$PLTR works with the US and her allies. Am I the only one thinking $PLTRs TAM just expanded https://www.reuters.com/world/europe/finland-set-join-nato-historic-shift-while-sweden-waits-2023-04-04/ https://www.reuters.com/world/europe/finland-set-join-nato-historic-shift-while-sweden-waits-2023-04-04/" [X Link](https://x.com/anyuser/status/1643376663303196672) 2023-04-04T22:15Z [----] followers, [----] engagements "I couldnt help myself. Bought more $PLTR lol So my position is officially full. I wont be doing any more buying unless its $6. Back to buying index funds" [X Link](https://x.com/anyuser/status/1643647379156131840) 2023-04-05T16:10Z [----] followers, [----] engagements "52% of $PLTR [----] revenue came from their top [--] customers. Insane" [X Link](https://x.com/anyuser/status/1646736040714203136) 2023-04-14T04:44Z [----] followers, [----] engagements "Very weird day $PLTR showing relative strength to the rest of the market. Havent seen this in quite some time" [X Link](https://x.com/anyuser/status/1646895004248584193) 2023-04-14T15:15Z [----] followers, [----] engagements "Anyone that has a monopoly will pretend that theyre in incredible competition. Peter Thiel Zero to One $PLTR" [X Link](https://x.com/anyuser/status/1647257957271326722) 2023-04-15T15:17Z [----] followers, 14.6K engagements "$PLTR will easily beat [----] revenue projections of$2.2B🧵 -$1906M revenue in [----] -Average revenue for top [--] customers grew 13% in [----] smaller customers should grow faster so the average should be higher. Lets assume 20% revenue growth of all current customers = $2287M" [X Link](https://x.com/anyuser/status/1648086112274120704) 2023-04-17T22:08Z [----] followers, [----] engagements "$PLTR wants 5% of the DOD budget to go towards software/AI. Lets pretend this happens [--] years from now. Lets also pretend Palantir captures 20% (1% of DOD budget) of the DOD software/AI spend. Proposed [----] DOD budget by Biden: $842 Billion. 1%= $8.4 Billion. Holy crap" [X Link](https://x.com/anyuser/status/1648757685465288704) 2023-04-19T18:37Z [----] followers, [----] engagements "Those who know know. $PLTR" [X Link](https://x.com/anyuser/status/1649415450353098756) 2023-04-21T14:11Z [----] followers, [----] engagements "I believe $PLTR will hit $2.3B revenue in [----]. Im going to assume $2.3B for this tweet In order for $PLTR to hit $4.5B in [----] they would need to grow revenue 40% in both [----] and [----] If Palantir is growing 40% in [----] with $4B TTM revenue MC should be $70B IMO" [X Link](https://x.com/anyuser/status/1649850532071354370) 2023-04-22T18:59Z [----] followers, [----] engagements "Oops 🤭 $PLTR" [X Link](https://x.com/anyuser/status/1650556877078687746) 2023-04-24T17:46Z [----] followers, 15.3K engagements "In [----] $PLTR grew commercial customers 200%. In [----] Palantir grew commercial customers 77%. The question is how long can customers grow more than 50% while commercial revenue grows less then 30% They must converge at some point" [X Link](https://x.com/anyuser/status/1654496796754812930) 2023-05-05T14:42Z [----] followers, [----] engagements "What I like about being a $SOFI investor: I dont *have* to be right about the macro for $SOFI to perform well. $SOFI has advantages with high rates *and* advantages with low rates. The diversification makes the business appealing" [X Link](https://x.com/anyuser/status/1663987058787106818) 2023-05-31T19:13Z [----] followers, [----] engagements "Confession time: I get much more anxious when my stocks are moving up. I feel like I need to do something. When they are down or flat I am really comfortable. Weird I would expect it to be the other way" [X Link](https://x.com/anyuser/status/1667208311417241606) 2023-06-09T16:33Z [----] followers, [----] engagements "I got denied a personal loan at $SOFI. Credit score over [---]. $SOFI doesnt give out loans easily" [X Link](https://x.com/anyuser/status/1674446182939262977) 2023-06-29T15:54Z [----] followers, 42.2K engagements "Just want to say congrats to everyone still holding $PLTR Happy for you all 🎉" [X Link](https://x.com/anyuser/status/1681452791917871105) 2023-07-18T23:56Z [----] followers, 10.5K engagements "I dont see why $PYPL is so popular right now. I keep seeing people say it is *extremely* cheap. What valuation methods are being used EPS is projected to grow 14% from [----] to [----] current PE of [--] I genuinely dont get it what am I missing" [X Link](https://x.com/anyuser/status/1693496078816145798) 2023-08-21T05:31Z [----] followers, 29.6K engagements "Anyone else notice how $SOFI financial services losses are going down fast then revenue is going up Meaning revenue is going up (fast) and at the same time costs are going down. Crazy" [X Link](https://x.com/anyuser/status/1703994249556173258) 2023-09-19T04:47Z [----] followers, [----] engagements "Reading through $SOFI Q2 transcript. This answer from Noto really sticks out to me" [X Link](https://x.com/anyuser/status/1704686463236157585) 2023-09-21T02:38Z [----] followers, [----] engagements "Can Palantir $PLTR triple clients in a couple of years as a result of AIP boot camps Thats the bull thesis. Simple" [X Link](https://x.com/anyuser/status/1711123124262162626) 2023-10-08T20:55Z [----] followers, [----] engagements "Just want to remind everyone the biggest $SOFI bear case has been their loan book value being too high. What happens when the [--] year treasury falls Loans become more valuable. Selling loans is going to be easier as rates fall. The bear case is getting weaker" [X Link](https://x.com/anyuser/status/1730660172912366000) 2023-12-01T18:48Z [----] followers, [----] engagements "@DataDInvesting Disagree. Market is all based on relative valuations. Yes $SOFI is absolutely a secular grower and $UPST is not. Throwing out absolute revenue numbers doesnt make sense as $SOFIs MC is much higher than $UPST. The market prices based on growth expectations 6-12 months out" [X Link](https://x.com/Frugalbuck/status/1735395739159916817) 2023-12-14T20:26Z [----] followers, [---] engagements "@DataDInvesting @SiweiYang Multiples are based on absolute movements. Fair points on $UPST expectations I was going on my expectations in a higher for longer environment. I have a hard time seeing $SOFI going from $2080m revenue to $3120m revenue and a much easier time seeing $UPST get 63% rev growth" [X Link](https://x.com/Frugalbuck/status/1735411655314690088) 2023-12-14T21:29Z [----] followers, [---] engagements "@DataDInvesting @SiweiYang Its not at all ridiculous. $SOFIs P/S is based on TTM revenue that has improved over time $UPST P/S is based on TTM that is troughing from the macro environment It makes sense $UPST P/S would be higher as its revenue is more volatile and their revenue has troughed" [X Link](https://x.com/Frugalbuck/status/1735482809794416969) 2023-12-15T02:12Z [----] followers, [---] engagements "Proud owner of [---] more $PLTR shares whoop whoop 🙌" [X Link](https://x.com/anyuser/status/1743381661260361766) 2024-01-05T21:19Z [----] followers, [----] engagements "$SOFI only has [--] more earnings releases before the executive teams PSUs expire. 30% EBITDA margins ✅ 20% net income margins ❌ 30% Return on equity ❌ Will $SOFI hit their goals How will the stock react if they do Is $25 coming $35 $45 Time is ticking" [X Link](https://x.com/anyuser/status/1763079356258369574) 2024-02-29T05:50Z [----] followers, 13.6K engagements "Taking this a step further $SOFI Assume $4B [----] revenue Assume $0.80 [----] GAAP EPS [----] revenue: $2074m $4000 [----] revenue- $2074 [----] revenue= $1926m change in revenue Net loss of $53.6m [----] 1B shares [----] *= 44% of incremental revenue dropped to net income* *INSANE* $SOFI [----] guidance: $0.55-0.80 EPS LT $SOFI profitability guidance: 20% Fully diluted shares: [--] billion $0.55 x [--] B shares= $550 million $0.80 x [--] B shares = $800 million 550/20x100= $2.75B [----] revenue 800/20x100= $4B [----] revenue $4B [----] revenue = 24.5% revenue CAGR $SOFI [----] guidance: $0.55-0.80 EPS LT $SOFI" [X Link](https://x.com/Frugalbuck/status/1768678381267362283) 2024-03-15T16:39Z [----] followers, 10.6K engagements "Assume $SOFI [----] lending revenue is 93% of [----] lending revenue + Q1 results lending revenue for [----] is $1266m If you factor in guidance of 50/50 revenue split (below) between FS/tech and lending revenue total revenue for the year would be at least $2532m Or 22% growth YoY" [X Link](https://x.com/Frugalbuck/status/1807460111268610513) 2024-06-30T17:04Z [----] followers, [----] engagements "In the same vein if lending revenue in 96% of [----] (vs 92-95% guidance) + Q1 revenue lending revenue would be $1295m Following guidance of the revenue split total revenue would be $2591 = 25% YoY revenue growth Current guidance is $2410m revenue or only 16% growth $SOFI Assume $SOFI [----] lending revenue is 93% of [----] lending revenue + Q1 results lending revenue for [----] is $1266m If you factor in guidance of 50/50 revenue split (below) between FS/tech and lending revenue total revenue for the year would be at least $2532m Or 22% growth YoY https://t.co/1YWxZPUZ5X Assume $SOFI [----] lending" [X Link](https://x.com/Frugalbuck/status/1807463764624830646) 2024-06-30T17:18Z [----] followers, [----] engagements "$SOFI If Q2 Q3 and Q4 have 93% [----] lending revenue [----] lending revenue would be $1266m (implies 22% growth) I expect outperformance in FS and/or tech to to hit the 50% revenue threshold Run the same numbers at 95% and you get lending revenue of $1286m (implies 24% growth)" [X Link](https://x.com/Frugalbuck/status/1808008024377774143) 2024-07-02T05:21Z [----] followers, [---] engagements "@ph_twi94663 Depends on market multiples Honestly hard to say. I think $SOFI should be worth 50-100 PE ($15-$30) at year end but that is assuming this tariff stuff doesnt blow up the economy and $SOFI can maintain growth. It is a bet I would make but admittedly pretty high risk" [X Link](https://x.com/Frugalbuck/status/1912569484872986675) 2025-04-16T18:11Z [----] followers, [----] engagements "$NBIS said ARR ended Q3 at $551m They guided by the end of [----] ARR will be at $7-9b Meaning over the next [--] months ARR will 12x on the low end The main risk is if we end up with an overcapacity of compute I dont think this happens anytime soon NFA" [X Link](https://x.com/Frugalbuck/status/1988285379305500992) 2025-11-11T16:39Z [----] followers, [----] engagements "Whats funny is as of September $NBIS ARR is $551m or $46m monthly Because they guided for $7B ARR by YE [----] 12x their current $551m annual run rate- by December [----] they are telling us their monthly revenue will be $583m $NBIS said ARR ended Q3 at $551m They guided by the end of [----] ARR will be at $7-9b Meaning over the next [--] months ARR will 12x on the low end The main risk is if we end up with an overcapacity of compute I dont think this happens anytime soon NFA $NBIS said ARR ended Q3 at $551m They guided by the end of [----] ARR will be at $7-9b Meaning over the next [--] months ARR will" [X Link](https://x.com/Frugalbuck/status/1988978017679597903) 2025-11-13T14:31Z [----] followers, [---] engagements "$BMNR still in a downtrend until proven otherwise" [X Link](https://x.com/anyuser/status/2009018372244295758) 2026-01-07T21:44Z [----] followers, [----] engagements "@crawlingtrds @HenryInvests Give us an example" [X Link](https://x.com/Frugalbuck/status/2010015765416788377) 2026-01-10T15:47Z [----] followers, [--] engagements "$LC holding up pretty good 😊" [X Link](https://x.com/anyuser/status/2014028665370066944) 2026-01-21T17:33Z [----] followers, [---] engagements "Why is my portfolio suddenly green 🧐" [X Link](https://x.com/anyuser/status/2014059160963522621) 2026-01-21T19:34Z [----] followers, [---] engagements "@MrBeast states he is launching a bank $BMNR https://youtube.com/shorts/6GP2x9S72IAsi=BCsLvf_wndLDtEtT https://youtube.com/shorts/6GP2x9S72IAsi=BCsLvf_wndLDtEtT" [X Link](https://x.com/Frugalbuck/status/2016973066187002164) 2026-01-29T20:33Z [----] followers, [---] engagements "@finance_intell The good news is assuming Im right if I buy at a PE of [--] and expect the PE to hold my CAGR in the purchases should be at least the CAGR of $SoFi EPS 38-42% per guidance (probably sandbagged)" [X Link](https://x.com/Frugalbuck/status/2019094327478350047) 2026-02-04T17:02Z [----] followers, [---] engagements "@EO_Farmer Ill defer to Noto there but I would expect tax rates to probably settle around 25%ish so I expect I big bump in taxes [----] also - Am I wrong @Tim_Sweeney_TAR $SoFi" [X Link](https://x.com/Frugalbuck/status/2019181634390823202) 2026-02-04T22:49Z [----] followers, [---] engagements "@Tim_Sweeney_TAR @EO_Farmer Their guidance included mid teens tax rate during the earnings call commentary if you are right that means EPS will be higher than guided" [X Link](https://x.com/Frugalbuck/status/2019208161576788000) 2026-02-05T00:35Z [----] followers, [--] engagements "@tigster92 @finance_intell TTM EPS is $0.39x50 =$19.50" [X Link](https://x.com/Frugalbuck/status/2019444514201485448) 2026-02-05T16:14Z [----] followers, [--] engagements "@MattMala $LC trades at a PE of [--] - growth is about to go up substantially but I dont believe it will be super durable - maybe 2-3 years of great growth $SoFi trades at a PE of [--] - growth has been high and I believe it will be very durable 5-10 years I could be wrong" [X Link](https://x.com/Frugalbuck/status/2019477865604214991) 2026-02-05T18:26Z [----] followers, [--] engagements "@deemahdee1 Tom Lee cannot simultaneously tell people to sell ETH to be more tactical and be the chairman of $BMNR He is now advocating for diamond hands and long term holding - which is the only message he can send as chairman If you want to avoid drawdowns on $ETH Tom Lee is not the guy" [X Link](https://x.com/Frugalbuck/status/2019856544112996603) 2026-02-06T19:31Z [----] followers, [--] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@Frugalbuck Eddie
Eddie posts on X about $sofi, $bmnr, $pltr, $eth the most. They currently have [-----] followers and [---] posts still getting attention that total [--] engagements in the last [--] hours.
Engagements: [--] #
- [--] Week [-----] -68%
- [--] Month [------] -3.60%
- [--] Months [-------] +347%
- [--] Year [-------] -63%
Mentions: [--] #
- [--] Week [--] +63%
- [--] Month [--] +17%
- [--] Months [---] +113%
- [--] Year [---] -38%
Followers: [-----] #
- [--] Week [-----] +0.10%
- [--] Month [-----] +0.56%
- [--] Months [-----] +3.60%
- [--] Year [-----] +6.30%
CreatorRank: undefined #
Social Influence
Social category influence stocks 84% finance 32% cryptocurrencies 15% technology brands 9% currencies 2% social networks 1%
Social topic influence $sofi #365, $bmnr 28%, $pltr 22%, $eth 10%, lee 9%, $upst 8%, palantir 8%, $lc 6%, if you 5%, crypto 4%
Top accounts mentioned or mentioned by @timsweeneytar @fundstrat @tim_sweeney_tar @mrbeast @deemahdee1 @datadinvesting @phtwi94663 @siweiyang @crawlingtrds @financeintell @eofarmer @winnerinvestor @vadimkotlarov @steveurkeldude @tjthewheeldeal @anthonynoto @nba @maverick98776 @arnytrezzi @henryinvests
Top assets mentioned RAI Finance (SOFI) BITMINE IMMERSION TECH (BMNR) Palantir Technologies Inc. (PLTR) Ethereum (ETH) Upstart Holdings, Inc. (UPST) Venture Global, Inc (VG) Litentry (LIT) Nebius Group N.V. Class A Ordinary Shares (NBIS) Bitcoin (BTC) Berkshire Hathaway Inc Class B (BRK.B) Robinhood Markets, Inc. (HOOD)
Top Social Posts
Top posts by engagements in the last [--] hours
"Upped my position in $UPST Wednesday it is the largest it has been since [----] already full on $BMNR $LC and $SoFi"
X Link 2026-01-02T17:17Z [----] followers, [----] engagements
"$VG has been saving my portfolio bacon in this downturn"
X Link 2026-01-22T00:02Z [----] followers, [---] engagements
"$SoFi continues to amaze $LC incredibly cheap $UPST story remains to be seen but I think $100-$200/share is reasonable if the fundamentals play out as I expect in 2026"
X Link 2026-01-30T19:13Z [----] followers, [----] engagements
"Someone remind me isnt ISM above [--] one of the things Tom Lee @fundstrat has stated is very correlated to crypto ISM Mfg [----] Exp. [----] Last [----] ISM Mfg [----] Exp. [----] Last 47.9"
X Link 2026-02-02T15:48Z [----] followers, [---] engagements
"I was undisciplined and decided to buy $ETH based on a hunch the downtrend would reverse I have exited 90% of my $BMNR position while I re-evaluate how to handle it from here On one hand I respect Tom Lee and expect $ETH to go up due to its utility OTOH it is a commodity $BMNR still in a downtrend until proven otherwise $BMNR still in a downtrend until proven otherwise"
X Link 2026-02-03T18:00Z [----] followers, [----] engagements
"$LC is trading under [--] FWD PE IMO likely growing earnings 20% - could be much higher $SoFi trading around [--] FWD PE IMO growing earnings 50% Both are an easy double assuming no recession over the next [--] months NFA"
X Link 2026-02-03T18:49Z [----] followers, [---] engagements
"$SoFi hit [---] PE in [----] right now it is approaching [--] PE ($19.50) which I would consider the lower range of fair value It can go much lower due to the market but I maintain it deserves a [--] PE minimum for several years to come Not financial advice @ph_twi94663 Depends on market multiples Honestly hard to say. I think $SOFI should be worth 50-100 PE ($15-$30) at year end but that is assuming this tariff stuff doesnt blow up the economy and $SOFI can maintain growth. It is a bet I would make but admittedly pretty high risk. @ph_twi94663 Depends on market multiples Honestly hard to say. I"
X Link 2026-02-04T16:51Z [----] followers, [----] engagements
"Question: Are we still mad $SoFi did an equity raise at $27.50 or nah"
X Link 2026-02-04T17:44Z [----] followers, 13.3K engagements
"$SoFi tax rate is expected to increase from 6% in [----] to mid-teens in [----] I would expect another large increase in [----] The fact $SoFi can maintain 18% adjusted net income margins while taxes will increase 9% effective is quite significant"
X Link 2026-02-04T22:28Z [----] followers, [----] engagements
"I hope no one out there was using margin or selling puts on margin I suffered severe losses out there in [----] If thats you know that you can come back from it even if it seems impossible This sell off has been brutal"
X Link 2026-02-05T16:13Z [----] followers, [---] engagements
"Bought more $SoFi"
X Link 2026-02-05T16:54Z [----] followers, [----] engagements
"Im not sure how low $BMNR will go The fundamentals of $ETH make $BMNR one of the best momentum plays in the market $BMNR staking revenue goes up and down with the value of $ETH so EPS will follow the value of $ETH further pushing momentum up or down I may ride it back up I was undisciplined and decided to buy $ETH based on a hunch the downtrend would reverse I have exited 90% of my $BMNR position while I re-evaluate how to handle it from here On one hand I respect Tom Lee and expect $ETH to go up due to its utility OTOH it is a commodity I was undisciplined and decided to buy $ETH based on a"
X Link 2026-02-05T17:09Z [----] followers, [---] engagements
"Selling cash secured puts on the favorite names is paying very handsomely today Not financial advice"
X Link 2026-02-06T15:53Z [----] followers, [---] engagements
"I want everyone to know I saved the market. I sold these calls yesterday. Your welcome 🙏 $SoFi"
X Link 2026-02-06T16:00Z [----] followers, [----] engagements
"My $BMNR thoughts 1) I do not have a good enough understanding of $ETH I think it will go up but that is a hunch (it is a commodity) 2) due to #1 I do not have the conviction to hold on the downside - so I wont buy until momentum is established if at all I was undisciplined and decided to buy $ETH based on a hunch the downtrend would reverse I have exited 90% of my $BMNR position while I re-evaluate how to handle it from here On one hand I respect Tom Lee and expect $ETH to go up due to its utility OTOH it is a commodity I was undisciplined and decided to buy $ETH based on a hunch the"
X Link 2026-02-06T18:15Z [----] followers, [---] engagements
"@Tim_Sweeney_TAR Just brainstorming here but Noto keeps referring to crypto backed loans - do you think that could include a credit card product $SoFi USD as collateral invested in fed funds as of now SOFI cant share rewards on the stablecoins but perhaps they can on CC spending Low APY"
X Link 2026-02-07T05:02Z [----] followers, [---] engagements
"@Tim_Sweeney_TAR Are you suggesting that $SOFI can own international trade settlement on its stablecoin due to the advantage is has of being a bank This would keep the dollar as the worlds reserve currency if a U.S. company were to be first to market"
X Link 2026-02-09T19:48Z [----] followers, [---] engagements
"@Tim_Sweeney_TAR I did quite a lot of research on this while I was loading $BMNR It seems to me $SoFi is basically through its big business banking and SOFI USD democratizing access to the U.S. Feds fund window by passing on 95% of the economics to their partners My $0.02 anyways"
X Link 2026-02-09T19:59Z [----] followers, [---] engagements
"@Tim_Sweeney_TAR You lost me Tim It seems like you are pointing to a widespread $SoFi stablecoin backed by treasuries not the Fed funds window that we export to create new demand for U.S. treasuries The part I think I dont understand is why SOFI would win that race I dont see an edge"
X Link 2026-02-09T23:29Z [----] followers, [----] engagements
"@Tim_Sweeney_TAR I have thought about this I just dont understand how the rails work Someone in a country with hyperinflation can buy bitcoin can they also buy stablecoins And then how do they transact with them It would substantially help adoption if they could pay rewards"
X Link 2026-02-10T01:54Z [----] followers, [---] engagements
"I sold my $UPST position on 2/10 prior to earnings at $40 I had noticed all fintech was getting whacked after their earnings releases regardless of how good they were I need to look through their earnings and probably buy back the position at this point Upped my position in $UPST Wednesday it is the largest it has been since [----] already full on $BMNR $LC and $SoFi Upped my position in $UPST Wednesday it is the largest it has been since [----] already full on $BMNR $LC and $SoFi"
X Link 2026-02-12T18:33Z [----] followers, [----] engagements
"Still digesting this news but I want to say this investment is making me rethink $BMNR. These types of moonshot investments will buy respect and exposure. $BMNR has deep pockets and will be able to accelerate integration with the old economy https://youtu.be/KB9TdI3JEJksi=bqVD19Z88rOy_CP1 https://youtu.be/KB9TdI3JEJksi=bqVD19Z88rOy_CP1"
X Link 2026-01-15T16:20Z [----] followers, [----] engagements
"Rethink the thesis in a positive way* $BMNR"
X Link 2026-01-15T16:22Z [----] followers, [---] engagements
"I was thinking of $BMNR as a DAT/trading vehicle- I am now thinking of it as a holding company in the crypto space. Much more optionality with deep pockets Ability to accelerate crypto adoption through investment In house products This is a company similar to $BRK.b Still digesting this news but I want to say this investment is making me rethink $BMNR. These types of moonshot investments will buy respect and exposure. $BMNR has deep pockets and will be able to accelerate integration with the old economy https://t.co/htMPXu1wHM Still digesting this news but I want to say this investment is"
X Link 2026-01-15T16:29Z [----] followers, [---] engagements
"@SteveUrkelDude I think this is genius- the pivot is to a holding company - $BMNR can raise hundreds of millions in days and use that money to accelerate adoption of $ETH I have seen the light 💡"
X Link 2026-01-15T16:44Z [----] followers, [---] engagements
"@TJTheWheelDeal The deal doesnt close for a few days - I imagine $BMNR had an out if their vote didnt go through so I agree with you"
X Link 2026-01-15T17:07Z [----] followers, [---] engagements
"Waiting for sentiment to flip bullish on the $BMNR @MrBeast investment as soon as $BMNR stock flips green Still digesting this news but I want to say this investment is making me rethink $BMNR. These types of moonshot investments will buy respect and exposure. $BMNR has deep pockets and will be able to accelerate integration with the old economy https://t.co/htMPXu1wHM Still digesting this news but I want to say this investment is making me rethink $BMNR. These types of moonshot investments will buy respect and exposure. $BMNR has deep pockets and will be able to accelerate integration with"
X Link 2026-01-15T17:58Z [----] followers, [---] engagements
"If $BMNR announces a dividend for all their staked $ETH thats over $1/share at current prices I hope they dont do that I would rather see them increase the dividend over time than just do 100% of stake rewards and have volatility"
X Link 2026-01-15T18:11Z [----] followers, [---] engagements
"$BMNR take: 1) I fully support the @MrBeast investment 2) I am confused by the app. I hope its not just a glorified IR/YT page In @fundstrat I trust"
X Link 2026-01-16T00:03Z [----] followers, [---] engagements
"Im seeing calls for $BMNR to crash and I dont get it. I dont think it will happen. I think for $BMNR to go much lower $ETH would have to crash Also I want to point out the investor meeting did let me down - I was expecting it to be better. OTOH they only have [--] staff 🤷♂"
X Link 2026-01-16T04:45Z [----] followers, [---] engagements
"Sounds like Tom Lee @fundstrat not only anticipates doing deals with @MrBeast but also expects @MrBeast to be a steward for accelerated $ETH adoption"
X Link 2026-01-16T17:21Z [----] followers, [---] engagements
"$VG is a beast $VG https://t.co/yaKu8jGHc6 $VG https://t.co/yaKu8jGHc6"
X Link 2026-01-16T17:41Z [----] followers, [---] engagements
"This is super cool Incentivize $SoFi plus with some kind of cool trip or experience at least once quarterly love to see it Have the winners do some marketing content Great idea @anthonynoto Dont miss your shot at the ultimate @nba All-Star [----] experience* with SoFi PlusSoFis premium membership with $1000+ in annual value with qualifying activities. You could unlock two tickets to catch all the action Friday to Sunday plus an exclusive invite-only event. https://t.co/nJ145ZJUu9 Dont miss your shot at the ultimate @nba All-Star [----] experience* with SoFi PlusSoFis premium membership with"
X Link 2026-01-16T18:48Z [----] followers, [----] engagements
"Im hypothesizing here: Why cant a company like $BMNR extend their strategy to private investments Say they trade for a premium of 20% (they dont but just go with it) Then they sell shares Then they use the cash to buy spaceX for example basically at a 20% discount"
X Link 2026-01-16T20:20Z [----] followers, [---] engagements
"@deemahdee1 The premium would only exist if it outperforms I would think that would be pretty easy given the discount But the whole thing falls apart if it doesnt trade at a premium or they dont outperform which causes it to not trade at a premium"
X Link 2026-01-17T03:08Z [----] followers, [--] engagements
"Missed this assuming others did as well Did Tom Lee say lighter could work with $BMNR to tokenize products $BMNR will be doing the tokenizing Could this be what the app is for This could be BIG"
X Link 2026-01-17T04:48Z [----] followers, [----] engagements
"Tom Lee @fundstrat at the $BMNR annual meeting kept saying he had $700m to invest by my accounting he is somewhere around $260m invested meaning he has over $300m left What will be the next moonshot 🌙"
X Link 2026-01-17T06:31Z [----] followers, [---] engagements
"Bought a completely speculative position in the crypto $LIT yesterday based on the interview at $BMNR shareholder meeting This is due to them saying they have an announcement with $HOOD within the next couple of weeks This could go to $0 easily"
X Link 2026-01-17T16:08Z [----] followers, [---] engagements
"Would love to have a theoretical discussion re $BMNR about a concern I have The concern: $BMNR should only trade at a premium to mNAV if you believe they will be able to deliver incremental value going forward Where does the value come from when they are done accumulating $ETH"
X Link 2026-01-18T22:40Z [----] followers, [---] engagements
"@deemahdee1 I agree on the problem - they thought this would take years and so they would get a premium for years and since they have done such a good job if they want to maintain a premium they will have to pivot. I will probably stay either way but I hope/think there is more to come"
X Link 2026-01-19T03:59Z [----] followers, [--] engagements
"@deemahdee1 One last thing that is kinda cool re $BMNR if $ETH triples the yield will too - that doesnt happen with other stocks/revenue"
X Link 2026-01-19T04:51Z [----] followers, [---] engagements
"Here is another clip of @fundstrat stating they want to work with $LIT and accelerate tokenization $BMNR"
X Link 2026-01-19T20:34Z [----] followers, [---] engagements
"$BMNR series of clips from annual shareholder meeting Here is another clip of @fundstrat stating they want to work with $LIT and accelerate tokenization $BMNR https://t.co/W8BpV3V89b Here is another clip of @fundstrat stating they want to work with $LIT and accelerate tokenization $BMNR https://t.co/W8BpV3V89b"
X Link 2026-01-19T20:36Z [----] followers, [---] engagements
"Tom Lee: if we were only 1% of ETH would we be the liquidity backstop for a lot of potential exchanges Probably not. (Paraphrased) There was a messaging we didnt catch at the shareholders meeting. They are working behind the scenes. $BMNR"
X Link 2026-01-19T21:40Z [----] followers, [---] engagements
"$BMNR One path is we are just dividending a lot of return"
X Link 2026-01-19T21:45Z [----] followers, [---] engagements
"@maverick98776 I tend to have a trigger finger and want to sell for quick flips - I am trying to ignore $VG and let it do what it will do"
X Link 2026-01-22T18:37Z [----] followers, [---] engagements
"@arny_trezzi If we assume revenue of 2262m in the next [--] months (30 percent growth) this contract will make up more then 10% of $PLTR revenue"
X Link 2022-09-29T14:49Z [----] followers, [--] engagements
"$PLTR For those wondering I am happy with my $PLTR position. I dont really want to add anymore but I will under $6.50"
X Link 2023-02-28T21:25Z [----] followers, [----] engagements
"Working on my first YT video covering Palantir- I am going to need a lot of support from you all"
X Link 2023-03-05T20:02Z [----] followers, [----] engagements
"$PLTR Me telling my wife about the Palantir Ontology again"
X Link 2023-03-11T02:08Z [----] followers, 10.1K engagements
"$UPST at IPO/Q4 [----] earnings -$20/share -$1.45b MC -$86.7m revenue up 39% YoY -$84.4m fee revenue -$11.8m income from operations -$251m cash on BS -$78.5m loan on BS -$177m total liabilities 1/2"
X Link 2023-03-13T18:36Z [----] followers, [----] engagements
"$UPST now/Q4 [----] -$15.20/share -$1.24b MC -$147m revenue down 52% YoY -$115.6m fee revenue -$58.5m loss from operations -$422m cash on BS -$1010m loans on BS -$1263m total liabilities High risk high reward IMO highly cyclical business committed capital=less cyclical 2/2"
X Link 2023-03-13T18:36Z [----] followers, [---] engagements
"The U.K. has [--] million people. Palantir is about to win a [--] year $580 million deal or $83 million/year. The U.K. government is going to pay $PLTR $1.24 per citizen/year. Do you think the value provided is more than $1.24/person/year I do"
X Link 2023-03-18T03:56Z [----] followers, 10.9K engagements
"Palantir is projecting $500 million (was only $200 million in 2022)in FCF. $PLTR enterprise value is $14 billion. Palantir is currently trading for 28x projected [----] FCF and is growing that FCF 250% YoY"
X Link 2023-03-19T00:32Z [----] followers, 16.8K engagements
"The end. $PLTR"
X Link 2023-03-23T17:05Z [----] followers, 15.6K engagements
"Me buying more $PLTR"
X Link 2023-04-02T01:39Z [----] followers, 10.7K engagements
"$PLTR works with the US and her allies. Am I the only one thinking $PLTRs TAM just expanded https://www.reuters.com/world/europe/finland-set-join-nato-historic-shift-while-sweden-waits-2023-04-04/ https://www.reuters.com/world/europe/finland-set-join-nato-historic-shift-while-sweden-waits-2023-04-04/"
X Link 2023-04-04T22:15Z [----] followers, [----] engagements
"I couldnt help myself. Bought more $PLTR lol So my position is officially full. I wont be doing any more buying unless its $6. Back to buying index funds"
X Link 2023-04-05T16:10Z [----] followers, [----] engagements
"52% of $PLTR [----] revenue came from their top [--] customers. Insane"
X Link 2023-04-14T04:44Z [----] followers, [----] engagements
"Very weird day $PLTR showing relative strength to the rest of the market. Havent seen this in quite some time"
X Link 2023-04-14T15:15Z [----] followers, [----] engagements
"Anyone that has a monopoly will pretend that theyre in incredible competition. Peter Thiel Zero to One $PLTR"
X Link 2023-04-15T15:17Z [----] followers, 14.6K engagements
"$PLTR will easily beat [----] revenue projections of$2.2B🧵 -$1906M revenue in [----] -Average revenue for top [--] customers grew 13% in [----] smaller customers should grow faster so the average should be higher. Lets assume 20% revenue growth of all current customers = $2287M"
X Link 2023-04-17T22:08Z [----] followers, [----] engagements
"$PLTR wants 5% of the DOD budget to go towards software/AI. Lets pretend this happens [--] years from now. Lets also pretend Palantir captures 20% (1% of DOD budget) of the DOD software/AI spend. Proposed [----] DOD budget by Biden: $842 Billion. 1%= $8.4 Billion. Holy crap"
X Link 2023-04-19T18:37Z [----] followers, [----] engagements
"Those who know know. $PLTR"
X Link 2023-04-21T14:11Z [----] followers, [----] engagements
"I believe $PLTR will hit $2.3B revenue in [----]. Im going to assume $2.3B for this tweet In order for $PLTR to hit $4.5B in [----] they would need to grow revenue 40% in both [----] and [----] If Palantir is growing 40% in [----] with $4B TTM revenue MC should be $70B IMO"
X Link 2023-04-22T18:59Z [----] followers, [----] engagements
"Oops 🤭 $PLTR"
X Link 2023-04-24T17:46Z [----] followers, 15.3K engagements
"In [----] $PLTR grew commercial customers 200%. In [----] Palantir grew commercial customers 77%. The question is how long can customers grow more than 50% while commercial revenue grows less then 30% They must converge at some point"
X Link 2023-05-05T14:42Z [----] followers, [----] engagements
"What I like about being a $SOFI investor: I dont have to be right about the macro for $SOFI to perform well. $SOFI has advantages with high rates and advantages with low rates. The diversification makes the business appealing"
X Link 2023-05-31T19:13Z [----] followers, [----] engagements
"Confession time: I get much more anxious when my stocks are moving up. I feel like I need to do something. When they are down or flat I am really comfortable. Weird I would expect it to be the other way"
X Link 2023-06-09T16:33Z [----] followers, [----] engagements
"I got denied a personal loan at $SOFI. Credit score over [---]. $SOFI doesnt give out loans easily"
X Link 2023-06-29T15:54Z [----] followers, 42.2K engagements
"Just want to say congrats to everyone still holding $PLTR Happy for you all 🎉"
X Link 2023-07-18T23:56Z [----] followers, 10.5K engagements
"I dont see why $PYPL is so popular right now. I keep seeing people say it is extremely cheap. What valuation methods are being used EPS is projected to grow 14% from [----] to [----] current PE of [--] I genuinely dont get it what am I missing"
X Link 2023-08-21T05:31Z [----] followers, 29.6K engagements
"Anyone else notice how $SOFI financial services losses are going down fast then revenue is going up Meaning revenue is going up (fast) and at the same time costs are going down. Crazy"
X Link 2023-09-19T04:47Z [----] followers, [----] engagements
"Reading through $SOFI Q2 transcript. This answer from Noto really sticks out to me"
X Link 2023-09-21T02:38Z [----] followers, [----] engagements
"Can Palantir $PLTR triple clients in a couple of years as a result of AIP boot camps Thats the bull thesis. Simple"
X Link 2023-10-08T20:55Z [----] followers, [----] engagements
"Just want to remind everyone the biggest $SOFI bear case has been their loan book value being too high. What happens when the [--] year treasury falls Loans become more valuable. Selling loans is going to be easier as rates fall. The bear case is getting weaker"
X Link 2023-12-01T18:48Z [----] followers, [----] engagements
"@DataDInvesting Disagree. Market is all based on relative valuations. Yes $SOFI is absolutely a secular grower and $UPST is not. Throwing out absolute revenue numbers doesnt make sense as $SOFIs MC is much higher than $UPST. The market prices based on growth expectations 6-12 months out"
X Link 2023-12-14T20:26Z [----] followers, [---] engagements
"@DataDInvesting @SiweiYang Multiples are based on absolute movements. Fair points on $UPST expectations I was going on my expectations in a higher for longer environment. I have a hard time seeing $SOFI going from $2080m revenue to $3120m revenue and a much easier time seeing $UPST get 63% rev growth"
X Link 2023-12-14T21:29Z [----] followers, [---] engagements
"@DataDInvesting @SiweiYang Its not at all ridiculous. $SOFIs P/S is based on TTM revenue that has improved over time $UPST P/S is based on TTM that is troughing from the macro environment It makes sense $UPST P/S would be higher as its revenue is more volatile and their revenue has troughed"
X Link 2023-12-15T02:12Z [----] followers, [---] engagements
"Proud owner of [---] more $PLTR shares whoop whoop 🙌"
X Link 2024-01-05T21:19Z [----] followers, [----] engagements
"$SOFI only has [--] more earnings releases before the executive teams PSUs expire. 30% EBITDA margins ✅ 20% net income margins ❌ 30% Return on equity ❌ Will $SOFI hit their goals How will the stock react if they do Is $25 coming $35 $45 Time is ticking"
X Link 2024-02-29T05:50Z [----] followers, 13.6K engagements
"Taking this a step further $SOFI Assume $4B [----] revenue Assume $0.80 [----] GAAP EPS [----] revenue: $2074m $4000 [----] revenue- $2074 [----] revenue= $1926m change in revenue Net loss of $53.6m [----] 1B shares [----] = 44% of incremental revenue dropped to net income INSANE $SOFI [----] guidance: $0.55-0.80 EPS LT $SOFI profitability guidance: 20% Fully diluted shares: [--] billion $0.55 x [--] B shares= $550 million $0.80 x [--] B shares = $800 million 550/20x100= $2.75B [----] revenue 800/20x100= $4B [----] revenue $4B [----] revenue = 24.5% revenue CAGR $SOFI [----] guidance: $0.55-0.80 EPS LT $SOFI"
X Link 2024-03-15T16:39Z [----] followers, 10.6K engagements
"Assume $SOFI [----] lending revenue is 93% of [----] lending revenue + Q1 results lending revenue for [----] is $1266m If you factor in guidance of 50/50 revenue split (below) between FS/tech and lending revenue total revenue for the year would be at least $2532m Or 22% growth YoY"
X Link 2024-06-30T17:04Z [----] followers, [----] engagements
"In the same vein if lending revenue in 96% of [----] (vs 92-95% guidance) + Q1 revenue lending revenue would be $1295m Following guidance of the revenue split total revenue would be $2591 = 25% YoY revenue growth Current guidance is $2410m revenue or only 16% growth $SOFI Assume $SOFI [----] lending revenue is 93% of [----] lending revenue + Q1 results lending revenue for [----] is $1266m If you factor in guidance of 50/50 revenue split (below) between FS/tech and lending revenue total revenue for the year would be at least $2532m Or 22% growth YoY https://t.co/1YWxZPUZ5X Assume $SOFI [----] lending"
X Link 2024-06-30T17:18Z [----] followers, [----] engagements
"$SOFI If Q2 Q3 and Q4 have 93% [----] lending revenue [----] lending revenue would be $1266m (implies 22% growth) I expect outperformance in FS and/or tech to to hit the 50% revenue threshold Run the same numbers at 95% and you get lending revenue of $1286m (implies 24% growth)"
X Link 2024-07-02T05:21Z [----] followers, [---] engagements
"@ph_twi94663 Depends on market multiples Honestly hard to say. I think $SOFI should be worth 50-100 PE ($15-$30) at year end but that is assuming this tariff stuff doesnt blow up the economy and $SOFI can maintain growth. It is a bet I would make but admittedly pretty high risk"
X Link 2025-04-16T18:11Z [----] followers, [----] engagements
"$NBIS said ARR ended Q3 at $551m They guided by the end of [----] ARR will be at $7-9b Meaning over the next [--] months ARR will 12x on the low end The main risk is if we end up with an overcapacity of compute I dont think this happens anytime soon NFA"
X Link 2025-11-11T16:39Z [----] followers, [----] engagements
"Whats funny is as of September $NBIS ARR is $551m or $46m monthly Because they guided for $7B ARR by YE [----] 12x their current $551m annual run rate- by December [----] they are telling us their monthly revenue will be $583m $NBIS said ARR ended Q3 at $551m They guided by the end of [----] ARR will be at $7-9b Meaning over the next [--] months ARR will 12x on the low end The main risk is if we end up with an overcapacity of compute I dont think this happens anytime soon NFA $NBIS said ARR ended Q3 at $551m They guided by the end of [----] ARR will be at $7-9b Meaning over the next [--] months ARR will"
X Link 2025-11-13T14:31Z [----] followers, [---] engagements
"$BMNR still in a downtrend until proven otherwise"
X Link 2026-01-07T21:44Z [----] followers, [----] engagements
"@crawlingtrds @HenryInvests Give us an example"
X Link 2026-01-10T15:47Z [----] followers, [--] engagements
"$LC holding up pretty good 😊"
X Link 2026-01-21T17:33Z [----] followers, [---] engagements
"Why is my portfolio suddenly green 🧐"
X Link 2026-01-21T19:34Z [----] followers, [---] engagements
"@MrBeast states he is launching a bank $BMNR https://youtube.com/shorts/6GP2x9S72IAsi=BCsLvf_wndLDtEtT https://youtube.com/shorts/6GP2x9S72IAsi=BCsLvf_wndLDtEtT"
X Link 2026-01-29T20:33Z [----] followers, [---] engagements
"@finance_intell The good news is assuming Im right if I buy at a PE of [--] and expect the PE to hold my CAGR in the purchases should be at least the CAGR of $SoFi EPS 38-42% per guidance (probably sandbagged)"
X Link 2026-02-04T17:02Z [----] followers, [---] engagements
"@EO_Farmer Ill defer to Noto there but I would expect tax rates to probably settle around 25%ish so I expect I big bump in taxes [----] also - Am I wrong @Tim_Sweeney_TAR $SoFi"
X Link 2026-02-04T22:49Z [----] followers, [---] engagements
"@Tim_Sweeney_TAR @EO_Farmer Their guidance included mid teens tax rate during the earnings call commentary if you are right that means EPS will be higher than guided"
X Link 2026-02-05T00:35Z [----] followers, [--] engagements
"@tigster92 @finance_intell TTM EPS is $0.39x50 =$19.50"
X Link 2026-02-05T16:14Z [----] followers, [--] engagements
"@MattMala $LC trades at a PE of [--] - growth is about to go up substantially but I dont believe it will be super durable - maybe 2-3 years of great growth $SoFi trades at a PE of [--] - growth has been high and I believe it will be very durable 5-10 years I could be wrong"
X Link 2026-02-05T18:26Z [----] followers, [--] engagements
"@deemahdee1 Tom Lee cannot simultaneously tell people to sell ETH to be more tactical and be the chairman of $BMNR He is now advocating for diamond hands and long term holding - which is the only message he can send as chairman If you want to avoid drawdowns on $ETH Tom Lee is not the guy"
X Link 2026-02-06T19:31Z [----] followers, [--] engagements
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