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# ![@P14Capital Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1879959350946459648.png) @P14Capital P14 Capital

P14 Capital posts on X about ai, $klar, $fivn, $ias the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1879959350946459648/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1879959350946459648/c:line/m:interactions.svg)

- [--] Week [-----] -30%
- [--] Month [------] +17%
- [--] Months [-------] +209%
- [--] Year [-------] +19,374%

### Mentions: [--] [#](/creator/twitter::1879959350946459648/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1879959350946459648/c:line/m:posts_active.svg)

- [--] Week [--] +45%
- [--] Month [---] +51%
- [--] Months [---] +219%
- [--] Year [---] +21,550%

### Followers: [---] [#](/creator/twitter::1879959350946459648/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1879959350946459648/c:line/m:followers.svg)

- [--] Week [---] +1.60%
- [--] Month [---] +8.10%
- [--] Months [---] +160%

### CreatorRank: [-------] [#](/creator/twitter::1879959350946459648/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1879959350946459648/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  51.96% [finance](/list/finance)  34.31% [cryptocurrencies](/list/cryptocurrencies)  10.78% [technology brands](/list/technology-brands)  6.86% [countries](/list/countries)  2.94% [musicians](/list/musicians)  0.98% [currencies](/list/currencies)  0.98%

**Social topic influence**
[ai](/topic/ai) 11.76%, [$klar](/topic/$klar) #6, [$fivn](/topic/$fivn) 8.82%, [$ias](/topic/$ias) 8.82%, [$dsp](/topic/$dsp) #1, [$spt](/topic/$spt) #3, [klarna](/topic/klarna) #48, [$afrm](/topic/$afrm) 6.86%, [fintech](/topic/fintech) #458, [biz](/topic/biz) 5.88%

**Top accounts mentioned or mentioned by**
[@jszhang0912](/creator/undefined) [@sigmazerocap](/creator/undefined) [@jimmcmullenkc1](/creator/undefined) [@acidinvestments](/creator/undefined) [@nachunja](/creator/undefined) [@joinyellowbrick](/creator/undefined) [@sfarringtonbkc](/creator/undefined) [@barnietaintpipe](/creator/undefined) [@thebenschmark](/creator/undefined) [@taobanker](/creator/undefined) [@longonlylarry](/creator/undefined) [@siyul](/creator/undefined) [@contrariancurse](/creator/undefined) [@samgatlin](/creator/undefined) [@fischerjiriml](/creator/undefined) [@dalibali2](/creator/undefined) [@blondesnmoney](/creator/undefined) [@baup0stgoat](/creator/undefined) [@investormexican](/creator/undefined) [@rahulsetty](/creator/undefined)

**Top assets mentioned**
[Klarna Group plc (KLAR)](/topic/$klar) [FIVE9, INC. (FIVN)](/topic/$fivn) [Integral Ad Science Holding Corp. (IAS)](/topic/$ias) [Viant Technology Inc. (DSP)](/topic/$dsp) [SeaPad (SPT)](/topic/$spt) [Affirm Holdings, Inc. (AFRM)](/topic/$afrm) [Semrush Holdings, Inc. (SEMR)](/topic/$semr) [DoubleVerify Holdings, Inc. (DV)](/topic/$dv) [Zoom Video Communications Inc (ZM)](/topic/$zm) [Freshworks Inc. (FRSH)](/topic/$frsh) [GXO Logistics, Inc. (GXO)](/topic/$gxo) [Euronet Worldwide Inc (EEFT)](/topic/$eeft) [Adobe, Inc. (ADBE)](/topic/$adbe) [Alibaba Group (BABA)](/topic/$baba) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Molson Coors Beverage Co Class B (TAP)](/topic/$tap) [iShares BTC Trust (IBIT)](/topic/$ibit) [Pure Storage, Inc. (PSTG)](/topic/$pstg) [Metadium (META)](/topic/$meta) [Abercrombie & Fitch Co. (ANF)](/topic/$anf) [Deckers Outdoor, Corp. (DECK)](/topic/$deck) [Coupang, Inc.  (CPNG)](/topic/$cpng) [Atlassian Corporation PLC (TEAM)](/topic/$team) [Morgan Stanley (MS)](/topic/morgan-stanley)
### Top Social Posts
Top posts by engagements in the last [--] hours

"nvm plz ignore"  
[X Link](https://x.com/P14Capital/status/2019840441945034824)  2026-02-06T18:27Z [---] followers, [---] engagements


"New: P14 Weekly Screen #9 - Chemicals Long Chemicals + [--] stocks with mini-theses #chemicals"  
[X Link](https://x.com/P14Capital/status/2020615853939568961)  2026-02-08T21:48Z [---] followers, [----] engagements


"Think $DSP is one of the best adtech bets you can make for AI and automation in DSPs. Unless mgmt completely shits the bed I do not see how revs don't accel in 26' with CTV mkt share gains vs TTD World Cup $TAP deal political tailwinds new AI suite going live etc"  
[X Link](https://x.com/P14Capital/status/2021043829491761517)  2026-02-10T02:09Z [---] followers, [----] engagements


"$ELMD is a single-product company. Nothing flashy just really good at what they do. The disease state that they target has diagnosis growing in the teens annually. A lot more to the thesis. Check it out in my bio under "core stock theses" $ELMD - solid print this is a fantastic business. Thesis is playing out well. 2Q26 ER update coming soon. $ELMD - solid print this is a fantastic business. Thesis is playing out well. 2Q26 ER update coming soon"  
[X Link](https://x.com/P14Capital/status/2021400674785951930)  2026-02-11T01:47Z [---] followers, [---] engagements


"nvm don't ignore"  
[X Link](https://x.com/P14Capital/status/2021401266216370422)  2026-02-11T01:49Z [---] followers, [--] engagements


"@LongOnlyLarry what is the thesis on short $FIVN"  
[X Link](https://x.com/P14Capital/status/1990461891580231850)  2025-11-17T16:47Z [---] followers, [---] engagements


"Got it. all it takes for $EEFT to close green is for the market to nuke itself"  
[X Link](https://x.com/P14Capital/status/1991632239990567028)  2025-11-20T22:18Z [---] followers, [---] engagements


"New from P14: $DSP (Viant) 3Q25 ER Update Excessively cheap for solid execution: 1.1x FY26E Sales 6.4x FY26E EBITDA & 26% mkt cap in cash Count me IN"  
[X Link](https://x.com/P14Capital/status/1991921974093005253)  2025-11-21T17:29Z [---] followers, [----] engagements


"Insane. A part of me thinks $ZM would like to take $FIVN shareholders out of their misery by acquiring the co at a 100% premium to its share price to advance their CCaaS biz (wishful thinking)"  
[X Link](https://x.com/P14Capital/status/1993361663521685853)  2025-11-25T16:50Z [---] followers, [----] engagements


"Fun fact: Today marks the fourth P14 pitch this year to get acquired: $CTLP $IAS $SEMR and $TBRD. 40% of the names pitched this year have now been bought out. My next ER update for a recent paywalled pitch also happens to be a buyout target👀"  
[X Link](https://x.com/P14Capital/status/1993836416057381031)  2025-11-27T00:16Z [---] followers, [---] engagements


"A 40% hit rate $CTLP $IAS $SEMR $TBRD either means Im lucky or I just like cheap shitcos with some quality. Check out my free thesis and [--] picks with a 20% discount Ackman-level post but here is the simple fluid framework I use to evaluate buyout candidates: 1) Clean BS. No/min debt high cash % of mkt cap. 2) Round [--] plays. Co that previously rejected a reasonable buyout offer when it was over-earning and flying high and now trades at a cheap multiple with normalized growth and a valuation yearning for a takeout. 3) Quality in a disgruntled factor - improving fundamentals in a hated factor 4)"  
[X Link](https://x.com/P14Capital/status/1996276799311958063)  2025-12-03T17:54Z [---] followers, [---] engagements


"If you'd like to play the advertising extension via $TAP's recovery. Take a look at $DSP (Viant) recently announced as adtech platform partner to run TAP's programmatic ads. This is a multi-year tailwind. Trades at a meager 1.4x rev 2.3x CXT 8.2x EBITDA on P14 FY26E base case New from P14: $DSP (Viant) 3Q25 ER Update Excessively cheap for solid execution: 1.1x FY26E Sales 6.4x FY26E EBITDA & 26% mkt cap in cash Count me IN https://t.co/74q7WAAqPv New from P14: $DSP (Viant) 3Q25 ER Update Excessively cheap for solid execution: 1.1x FY26E Sales 6.4x FY26E EBITDA & 26% mkt cap in cash Count me"  
[X Link](https://x.com/P14Capital/status/2010761759506972946)  2026-01-12T17:12Z [---] followers, [----] engagements


"Update sold $FRSH at 10% loss (4% pos at cost) to buy $IBIT (BTC ETF) calls - the duality of a man $ADBE - And sold (for a 4% loss on a 1% starter position at cost). Am I impatient and wrong Probably. I only see pain here. The multiple will continue to contract unless we get a strong rotation into SaaS which implies the AI trade implodes and I don't see that happening $ADBE - And sold (for a 4% loss on a 1% starter position at cost). Am I impatient and wrong Probably. I only see pain here. The multiple will continue to contract unless we get a strong rotation into SaaS which implies the AI"  
[X Link](https://x.com/P14Capital/status/2011124979010605337)  2026-01-13T17:15Z [---] followers, [---] engagements


"@siyul $DSP with relative outperformance lately. Take a look at my most recent Q update"  
[X Link](https://x.com/P14Capital/status/2012576065567289610)  2026-01-17T17:21Z [---] followers, [---] engagements


"$KLAR - I'm a buyer here (I've been a buyer since $30) NFA New from P14: LONG $KLAR - Klarna the BNPL winner The market vs. P14; 53% upside to FY26 PT As a gift to all this pitch is FREE. Happy New Year https://t.co/3wi9EJmWQJ New from P14: LONG $KLAR - Klarna the BNPL winner The market vs. P14; 53% upside to FY26 PT As a gift to all this pitch is FREE. Happy New Year https://t.co/3wi9EJmWQJ"  
[X Link](https://x.com/P14Capital/status/2013655319931453499)  2026-01-20T16:50Z [---] followers, [---] engagements


"$DSP - breaking out. Still very cheap at 1.7x EV/FY26E sales and 9.8x EV/FY26E EBITDA. Check out my latest thesis update (free). New from P14: $DSP (Viant) 3Q25 ER Update Excessively cheap for solid execution: 1.1x FY26E Sales 6.4x FY26E EBITDA & 26% mkt cap in cash Count me IN https://t.co/74q7WAAqPv New from P14: $DSP (Viant) 3Q25 ER Update Excessively cheap for solid execution: 1.1x FY26E Sales 6.4x FY26E EBITDA & 26% mkt cap in cash Count me IN https://t.co/74q7WAAqPv"  
[X Link](https://x.com/P14Capital/status/2014384591126122943)  2026-01-22T17:08Z [---] followers, [---] engagements


"how is $PSTG not catching a bid whatsoever with $META raising capex"  
[X Link](https://x.com/P14Capital/status/2016958906065359127)  2026-01-29T19:37Z [---] followers, [---] engagements


"@ContrarianCurse + perplexity and coreweave. Earnings catalyst on 02/25 with rising enterprise AI adoption to provide upside vs street"  
[X Link](https://x.com/P14Capital/status/2018377908427866152)  2026-02-02T17:36Z [---] followers, [---] engagements


"@SFarringtonBKC @sam_gatlin I think there is still/will be some spending pressure on high-value discretionary. This may be too targeted but I think low-value discretionary is doing better: $ANF $DECK $JAKK etc"  
[X Link](https://x.com/P14Capital/status/2018491038868910472)  2026-02-03T01:05Z [---] followers, [---] engagements


"@BarnieTaintpipe thoughts on $AFRM ER tmr seems like a compelling bet here. Would be nice if it provides some dislocation for BNPL names vs PYPL/broad fintech"  
[X Link](https://x.com/P14Capital/status/2018714728688763158)  2026-02-03T15:54Z [---] followers, [---] engagements


"@sigmazerocap look at $DSP imo best adtech play out there in DSPs - see my latest update (free)"  
[X Link](https://x.com/P14Capital/status/2019157640769663302)  2026-02-04T21:14Z [---] followers, [--] engagements


"$CPNG with another data breach. This is the worst market to have such issues. Can they use claude to beef up their cybersecurity ASAP"  
[X Link](https://x.com/P14Capital/status/2019450548861161769)  2026-02-05T16:38Z [---] followers, [---] engagements


"How in the world is $B down on this monstrous print and banging cap allocation. Looks like a no-brainer for a quick recovery if gold is back up this week"  
[X Link](https://x.com/P14Capital/status/2019460176680529943)  2026-02-05T17:16Z [---] followers, [---] engagements


"$TEAM is cooked"  
[X Link](https://x.com/P14Capital/status/2019534183144780268)  2026-02-05T22:10Z [---] followers, [---] engagements


"$AFRM beats on literally everything - stock down 3%"  
[X Link](https://x.com/P14Capital/status/2019534589681959171)  2026-02-05T22:12Z [---] followers, [---] engagements


"@FischerJiriML we should be thankful that its not behaving like $AFRM lol"  
[X Link](https://x.com/P14Capital/status/2019879135674618206)  2026-02-06T21:01Z [---] followers, [---] engagements


"You do understand that margin pressure is temporary right TMD pressure is solely rising from blistering growth in fair financing thus resulting in loss provisions. This will abate with forward flows agreements. This is natural for any fintech. The stock is selling off with broader fintech + thin liquidity so it is a shorting goldmine - this is a great time to bear-post. Take rates have been rising so I am not sure what you mean. Every single tech IPO has lawsuits I can't recall one that did not https://twitter.com/i/web/status/2020182573587038295"  
[X Link](https://x.com/P14Capital/status/2020182573587038295)  2026-02-07T17:07Z [---] followers, [--] engagements


"are multiples truly as expensive as the last normalized bull cycle in 2016-2018 (can't take COVID because one-off event) Expansion can last longer than one expects no The industry has been in a recession since [----]. Also there are many truckers esp in SMID-cap land that trade at meaningful discounts"  
[X Link](https://x.com/P14Capital/status/2020223180347175038)  2026-02-07T19:48Z [---] followers, [--] engagements


"The answer here is to long consumer discretionary that fits the value-seeking consumer's bill K-SHAPED ECONOMY FALLS APART IN RETAIL Morgan Stanley says retail data challenges the K-shaped economy narrative. Spending is rising across income levels especially at dollar stores with even higher-income shoppers trading down. Consumers are increasingly seeking value K-SHAPED ECONOMY FALLS APART IN RETAIL Morgan Stanley says retail data challenges the K-shaped economy narrative. Spending is rising across income levels especially at dollar stores with even higher-income shoppers trading down."  
[X Link](https://x.com/P14Capital/status/2020970038006776225)  2026-02-09T21:16Z [---] followers, [---] engagements


"@dalibali2 after-effects of the SaaSpocalypse"  
[X Link](https://x.com/P14Capital/status/2021066464581525798)  2026-02-10T03:39Z [---] followers, [---] engagements


"$EEFT Cut my final tranche today. Realized loss and return since the pitch date -30%. First realized loss across the core stock theses hopefully one of not many. Worsening margins in Money Transfer and epay with immigration headwinds likely to persist. I see better opportunities elsewhere in fintech. For me to re-enter I would need to see a spin-off of epay. There is clear inherent value in EEFT as a whole that is not reflected in the public markets. Would be treated better in private hands. A painful lesson learned. Onwards and upwards"  
[X Link](https://x.com/P14Capital/status/2022032687855284656)  2026-02-12T19:38Z [---] followers, [---] engagements


"$KLAR - priced like death. Now at 3.6x GAAP/IFRS FY26E EBIT. 0.17x EV/FY26E Sales. This is insane. 49% short interest per BBG. The squeeze will be epic. At this point the lock-up will be viewed as positive. This is irrational to me I'd assume the same for other shops who'd welcome the liquidity New from P14: LONG $KLAR - Klarna the BNPL winner The market vs. P14; 53% upside to FY26 PT As a gift to all this pitch is FREE. Happy New Year https://t.co/3wi9EJmWQJ New from P14: LONG $KLAR - Klarna the BNPL winner The market vs. P14; 53% upside to FY26 PT As a gift to all this pitch is FREE. Happy"  
[X Link](https://x.com/P14Capital/status/2022189316814880836)  2026-02-13T06:01Z [---] followers, [----] engagements


"Ticker reveal: $TTGT 3Q25 ER update launching 11/24 before market open. Subscribe to check it out. I now see 3x upside to FY26 PT New from P14: Tech co at 5x NTM EBITDA and 1x NTM Sales Top-line reacceleration + operating leverage setup offering 2.2x upside in [--] years Subscribe via the link in bio for a 7-day free trial to check it out and receive P14 Weekly Screen #1 dropping this Sunday https://t.co/U1JjsOcyiz New from P14: Tech co at 5x NTM EBITDA and 1x NTM Sales Top-line reacceleration + operating leverage setup offering 2.2x upside in [--] years Subscribe via the link in bio for a 7-day"  
[X Link](https://x.com/P14Capital/status/1992832932990320992)  2025-11-24T05:49Z [---] followers, [---] engagements


"Barclays cuts $SPT PT in half from $26 - $13 while MAINTAINING an overweight rating"  
[X Link](https://x.com/P14Capital/status/2010764181688238406)  2026-01-12T17:21Z [---] followers, [---] engagements


"$TBRD $TBRD.V to be acquired by $BAMI at $1.77/sh an 18% gain vs the 09/12 pitch and P14s $1.50 avg cost and 50% premium to the prior close. This is a take-under but with major shareholders (37%) already in support I do not expect meaningful pushback. Given the deal structure (majority BAMI share component + cash consideration tax efficiency) $7M cost synergies improved liquidity (BAMI is TSX-listed). Think major shareholders have reason to believe that the combineco with larger scale will be valued much higher. In other news. its nice to see mgmt smarten up and provide guidance for FY26 New"  
[X Link](https://x.com/P14Capital/status/1993755680029729170)  2025-11-26T18:56Z [---] followers, [----] engagements


"$UAA up 16% since this. It appears that the Canadian Warren Buffet - Prem Wasta from FairFax Financial sees value here. Firm increased their stake to 16.1% of sos from 9%. I have no position but like their running shoes. Might be time to take a deeper look. With the sector ripping ( ANF DECK LULU etc) is $UA / $UAA next Aware that this biz is in a perpetual turnaround but surely there is some brand value to support buyout optionality here. I like recent promos (Gunna etc.) Not familiar with the biz happy to hear thoughts. https://t.co/ItZ9l0ryPJ With the sector ripping ( ANF DECK LULU etc) is"  
[X Link](https://x.com/P14Capital/status/2006143794698154392)  2025-12-30T23:22Z [---] followers, [----] engagements


"@blondesnmoney $BBWI $JAKK $GXO (largest) $PMTS. $JAKK just needs a stable tariff rate to re-rate as FOB ordering returns to normal cadence and content slate is materially better N2Y. Also the chinese names will rip $BABA $PDD etc"  
[X Link](https://x.com/P14Capital/status/2009404131061244239)  2026-01-08T23:17Z [---] followers, [---] engagements


"@Baup0stGOAT Anything with buyout optionality so SMID-caps only Thoma Bravo can save us now. I like $SPT and $FIVN"  
[X Link](https://x.com/P14Capital/status/2012991103226597633)  2026-01-18T20:50Z [---] followers, [---] engagements


"this is going to be an interesting read as someone who is long $KLAR. Seems like a weak thesis at first glance (same ol' bear case) We are short $AFRM. Report at https://t.co/gXHJtdo2xm. Affirm is a highly levered subprime lender masquerading as FinTech and political scrutiny + the credit cycle is about to expose it. 1/10 We are short $AFRM. Report at https://t.co/gXHJtdo2xm. Affirm is a highly levered subprime lender masquerading as FinTech and political scrutiny + the credit cycle is about to expose it. 1/10"  
[X Link](https://x.com/P14Capital/status/2014085642104230308)  2026-01-21T21:20Z [---] followers, [---] engagements


"@InvestorMexican SMID-caps that have buyout optionality - my picks so far are $SPT and $FIVN"  
[X Link](https://x.com/P14Capital/status/2014578489316249609)  2026-01-23T05:58Z [---] followers, [---] engagements


"@RahulSetty_ $SPT betting it gets bought out insiders are frustrated and switching 10b51 programs from auto sells to buys. Situation is similar to SEMR. $FIVN - many activists involved"  
[X Link](https://x.com/P14Capital/status/2014851175468704104)  2026-01-24T00:02Z [---] followers, [---] engagements


"$KLAR now approaching the the bear case $24 PT while fundamentals are improving 🤣🤣🤣. Gotta love these BS sector flows these quants will be the end of the world. The market is demolishing P14. for now New from P14: LONG $KLAR - Klarna the BNPL winner The market vs. P14; 53% upside to FY26 PT As a gift to all this pitch is FREE. Happy New Year https://t.co/3wi9EJmWQJ New from P14: LONG $KLAR - Klarna the BNPL winner The market vs. P14; 53% upside to FY26 PT As a gift to all this pitch is FREE. Happy New Year https://t.co/3wi9EJmWQJ"  
[X Link](https://x.com/P14Capital/status/2016253859446849915)  2026-01-27T20:55Z [---] followers, [---] engagements


"@pernasresearch @maxwiethe Great work per usual. I'm an avid listener of monetary matters. Hope $SPT is a mislabeled AI loser looks to be fitting well in your "social spend rising" bucket while the mkt is asleep at the wheel. Situation seems similar to $SEMR. SPT is one of my top buyout picks"  
[X Link](https://x.com/P14Capital/status/2016941955758850522)  2026-01-29T18:30Z [---] followers, [---] engagements


"Good time to check $KLAR out. -18% in [--] days for no reason. Now trading at 0.6x EV/FY26E sales (1.9x P/S) for 30% rev growth. 1.6x TMD for 460bps expansion 9x AOI (13x GAAP EBIT) for 883bps expansion. Base case PT $48 now trading below bear case $24 for no fundamental change New from P14: LONG $KLAR - Klarna the BNPL winner The market vs. P14; 53% upside to FY26 PT As a gift to all this pitch is FREE. Happy New Year https://t.co/3wi9EJmWQJ New from P14: LONG $KLAR - Klarna the BNPL winner The market vs. P14; 53% upside to FY26 PT As a gift to all this pitch is FREE. Happy New Year"  
[X Link](https://x.com/P14Capital/status/2017322612049715412)  2026-01-30T19:42Z [---] followers, [----] engagements


"The consumer is strong and yet fintechs are selling off. Some of these down moves are beyond me $KLAR $AFRM $SEZL $FOUR heck even $PYPL. None of these have major idio issues or even a threat of displacement. The quants need to be stopped What I learned in Payments and FinTech last week Macro. Spending remains solid including through January. Although affluent remains the fastest growing category the lower end consumer continues to spend. Credit volume growth barely dipped in Q4 despite a tough prior year What I learned in Payments and FinTech last week Macro. Spending remains solid including"  
[X Link](https://x.com/P14Capital/status/2017630092000665890)  2026-01-31T16:04Z [---] followers, [----] engagements


"@sigmazerocap I am learning this the hard way with $KLAR lol"  
[X Link](https://x.com/P14Capital/status/2018499866863820973)  2026-02-03T01:40Z [---] followers, [---] engagements


"$KLAR getting hammered again with $PYPL shitting the bed per usual. $AFRM reports tomorrow New from P14: LONG $KLAR - Klarna the BNPL winner The market vs. P14; 53% upside to FY26 PT As a gift to all this pitch is FREE. Happy New Year https://t.co/3wi9EJmWQJ New from P14: LONG $KLAR - Klarna the BNPL winner The market vs. P14; 53% upside to FY26 PT As a gift to all this pitch is FREE. Happy New Year https://t.co/3wi9EJmWQJ"  
[X Link](https://x.com/P14Capital/status/2018702727346266320)  2026-02-03T15:06Z [---] followers, [---] engagements


"@acidinvestments true but SBC is reducing from 14% of rev 3Y ago to likely 7ish % in FY25E. I am just feeling very bullish on top-line accel and thus op leverage don't think they are a buyout target"  
[X Link](https://x.com/P14Capital/status/2021627000218431746)  2026-02-11T16:46Z [---] followers, [--] engagements


"@TheBenSchmark thx + good beta exposure to deepseek moment pt.2 I'd assume many major LLM launches near lunar new year. My latest pitch is also a beneficiary"  
[X Link](https://x.com/P14Capital/status/2021635262766264540)  2026-02-11T17:19Z [---] followers, [---] engagements


"@JackFarley96 $ACMR and this pitch is the beta exposure you are looking for: https://x.com/P14Capital/status/2016912669333242324s=20 New from P14: China AI stock at 10x EBITDA 20%+ top-line growth with [---] bps margin expansion 50%+ upside to FY26 PT This is what Id call an OBESE pitch (bigger than fat) with several catalysts converging at once. https://t.co/ucIiffxQh6 https://x.com/P14Capital/status/2016912669333242324s=20 New from P14: China AI stock at 10x EBITDA 20%+ top-line growth with [---] bps margin expansion 50%+ upside to FY26 PT This is what Id call an OBESE pitch (bigger than fat)"  
[X Link](https://x.com/P14Capital/status/2021674572601270276)  2026-02-11T19:55Z [---] followers, [---] engagements


"New: P14 Weekly Screen #8 - Logistics The cycle is turning. Are you well positioned - P14s [--] picks with mini-theses The broad thesis is free. With an avg market cap of $767M the [--] picks are under-the-radar beneficiaries that are yearning for your attention #Logistics #StocksToWatch https://twitter.com/i/web/status/2013029619536969809 https://twitter.com/i/web/status/2013029619536969809"  
[X Link](https://x.com/P14Capital/status/2013029619536969809)  2026-01-18T23:23Z [---] followers, [----] engagements


"thinking of cutting $FIVN for $ZM. If i want to lose money in CCaaS i might as well have direct AI exposure to save my ass"  
[X Link](https://x.com/P14Capital/status/2021675551979675677)  2026-02-11T19:59Z [---] followers, [---] engagements


"may sound funny but $KLAR. I also prefer to hold $RELY even though they are reliant on EEFT's infrastructure. RELY is a cleaner story growth op leverage inflection. When this irrational fintech selloff passes IMO RELY will bounce back stronger than EEFT. Its multiple is more "expandable" in a sense https://twitter.com/i/web/status/2022087734144249870 https://twitter.com/i/web/status/2022087734144249870"  
[X Link](https://x.com/P14Capital/status/2022087734144249870)  2026-02-12T23:17Z [---] followers, [---] engagements


"@jimmcmullenkc1 have spoken to Mike once. A legend in this business. I hope to see improvements (especially discussions on splitting the biz) and will be tuning in to the investor day"  
[X Link](https://x.com/P14Capital/status/2022343023322120233)  2026-02-13T16:12Z [---] followers, [--] engagements


"$SPT to get bought out in [----] book it"  
[X Link](https://x.com/P14Capital/status/2007508585929121953)  2026-01-03T17:45Z [---] followers, [---] engagements


"$SPT +5.7% post-market on low volume. CEO buys $1M in shares. This comes after co-founder Aaron Rankin purchased $1M a few weeks ago. FWIW my buyout bets post pitched $SPT as a prime [----] buyout target and called for planned insider buys to act as a margin of safety 🤣🤣(which clearly has not been the case still see SPT being bought out tho). $SPT to get bought out in [----] book it $SPT to get bought out in [----] book it"  
[X Link](https://x.com/P14Capital/status/2011227117166432424)  2026-01-14T00:01Z [---] followers, [----] engagements


"Yet to find a credible source that explains the wash in chinese fintechs today ( $QFIN $FINV $LX). Can anyone link me a credible source that that mandates a 20% APR cap on consumer loans (this is the rumor) Think QFIN is attractive here"  
[X Link](https://x.com/P14Capital/status/1983304955261006072)  2025-10-28T22:48Z [---] followers, [----] engagements


"$KLAR app - SOCIAL ARBITRAGE - alt data points to global MAUs picking up during the holiday shopping szn cementing its top spot in the mkt. US downloads r crushing it with the Klarna card (0-1.4M in 9mos) and Fair Financing. Nice to see $AFRM doing well. BNPL uptake is solid. New from P14: LONG $KLAR - Klarna the BNPL winner The market vs. P14; 53% upside to FY26 PT As a gift to all this pitch is FREE. Happy New Year https://t.co/3wi9EJmWQJ New from P14: LONG $KLAR - Klarna the BNPL winner The market vs. P14; 53% upside to FY26 PT As a gift to all this pitch is FREE. Happy New Year"  
[X Link](https://x.com/P14Capital/status/2010410858581815325)  2026-01-11T17:57Z [---] followers, [---] engagements


"$KLAR this is criminal the dip keeps on dipping"  
[X Link](https://x.com/P14Capital/status/2021980794810777651)  2026-02-12T16:12Z [---] followers, [---] engagements


"Very telling reaction (dips bought) by chinese ADRs today after "the news". $BABA $PDD $BIDU etc. Nothing ever happens until it does"  
[X Link](https://x.com/P14Capital/status/2022328967722877282)  2026-02-13T15:16Z [---] followers, [---] engagements


"New from P14: LONG $KLAR - Klarna the BNPL winner The market vs. P14; 53% upside to FY26 PT As a gift to all this pitch is FREE. Happy New Year"  
[X Link](https://x.com/anyuser/status/2009823827434332285)  2026-01-10T03:05Z [---] followers, 11.4K engagements


"New from P14: China AI stock at 10x EBITDA 20%+ top-line growth with [---] bps margin expansion 50%+ upside to FY26 PT This is what Id call an OBESE pitch (bigger than fat) with several catalysts converging at once"  
[X Link](https://x.com/anyuser/status/2016912669333242324)  2026-01-29T16:33Z [---] followers, [----] engagements


"Long $TLT / Short $EWY sounds like a nice pair trade to run. If we have a down day tomorrow surely korea crumbles"  
[X Link](https://x.com/P14Capital/status/2019633157574897991)  2026-02-06T04:44Z [---] followers, [---] engagements


"$GXO - largest P14 position at 20% weight +10% on the day after 4Q25 ER. Unlike the biased slop you will find online initial thoughts are decent earnings and unnecessarily conservative guide. I cut 25% of my position in shares (+33%) and all calls (+50%)"  
[X Link](https://x.com/P14Capital/status/2021616603520012396)  2026-02-11T16:05Z [---] followers, [---] engagements


"industry player $MNTN up 30%+ expecting the same for DSP when they report Think $DSP is one of the best adtech bets you can make for AI and automation in DSPs. Unless mgmt completely shits the bed I do not see how revs don't accel in 26' with CTV mkt share gains vs TTD World Cup $TAP deal political tailwinds new AI suite going live etc. Think $DSP is one of the best adtech bets you can make for AI and automation in DSPs. Unless mgmt completely shits the bed I do not see how revs don't accel in 26' with CTV mkt share gains vs TTD World Cup $TAP deal political tailwinds new AI suite going live"  
[X Link](https://x.com/P14Capital/status/2021618555125428659)  2026-02-11T16:13Z [---] followers, [----] engagements


"$ELMD - was up +10% AH yesterday now down -12% what is this microcap shithousery is the market not looking at this insane print Adding here $ELMD is a single-product company. Nothing flashy just really good at what they do. The disease state that they target has diagnosis growing in the teens annually. A lot more to the thesis. Check it out in my bio under "core stock theses" $ELMD is a single-product company. Nothing flashy just really good at what they do. The disease state that they target has diagnosis growing in the teens annually. A lot more to the thesis. Check it out in my bio under"  
[X Link](https://x.com/P14Capital/status/2021621499007045747)  2026-02-11T16:24Z [---] followers, [---] engagements


"am long $TLT calls - all you have to do is look at the revisions. Nothing stops the cuts this year Long $TLT / Short $EWY sounds like a nice pair trade to run. If we have a down day tomorrow surely korea crumbles Long $TLT / Short $EWY sounds like a nice pair trade to run. If we have a down day tomorrow surely korea crumbles"  
[X Link](https://x.com/P14Capital/status/2021628265799315614)  2026-02-11T16:51Z [---] followers, [---] engagements


"+30% in the past [--] days alone. Trust me when I say this (NFA). This is just getting started New from P14: China AI stock at 10x EBITDA 20%+ top-line growth with [---] bps margin expansion 50%+ upside to FY26 PT This is what Id call an OBESE pitch (bigger than fat) with several catalysts converging at once. https://t.co/ucIiffxQh6 New from P14: China AI stock at 10x EBITDA 20%+ top-line growth with [---] bps margin expansion 50%+ upside to FY26 PT This is what Id call an OBESE pitch (bigger than fat) with several catalysts converging at once. https://t.co/ucIiffxQh6"  
[X Link](https://x.com/P14Capital/status/2021628819757502763)  2026-02-11T16:54Z [---] followers, [---] engagements


"RT @TheBenSchmark: Baird on $ZM Anthropic asset: $2-$4 bn value literally invested in Anthropics Claude success value could rise"  
[X Link](https://x.com/P14Capital/status/2021692866993479914)  2026-02-11T21:08Z [---] followers, [--] engagements


"am i a fixed income brooooo am long $TLT calls - all you have to do is look at the revisions. Nothing stops the cuts this year am long $TLT calls - all you have to do is look at the revisions. Nothing stops the cuts this year"  
[X Link](https://x.com/P14Capital/status/2021983962768556040)  2026-02-12T16:25Z [---] followers, [---] engagements


"Back in $BTI calls $65C leaps return to growth deleveraging buybacks. Risk-off characteristic as a hedge in downturns. Good stuff"  
[X Link](https://x.com/P14Capital/status/2022033718005874728)  2026-02-12T19:43Z [---] followers, [---] engagements


"Already doing damage control for the next deepseek launch OpenAI: DeepSeek is distilling US models to gain an edge. DeepSeek has ongoing efforts to free ride on the US - memo OpenAI: DeepSeek is distilling US models to gain an edge. DeepSeek has ongoing efforts to free ride on the US - memo"  
[X Link](https://x.com/P14Capital/status/2022086259724988798)  2026-02-12T23:11Z [---] followers, [---] engagements


"lol Very telling reaction (dips bought) by chinese ADRs today after "the news". $BABA $PDD $BIDU etc. Nothing ever happens until it does Very telling reaction (dips bought) by chinese ADRs today after "the news". $BABA $PDD $BIDU etc. Nothing ever happens until it does"  
[X Link](https://x.com/P14Capital/status/2022329290407469548)  2026-02-13T15:17Z [---] followers, [---] engagements


"Ive seen many weird reactions to earnings prints but $ELMD tanking after posting what is a pod-shop dream (Q/Q revenue acceleration insane margin expansion) probably ranks up there"  
[X Link](https://x.com/P14Capital/status/2022340139910058423)  2026-02-13T16:00Z [---] followers, [---] engagements


"Ok I'm interested in $DV again. Less buyout optionality vs $IAS but the dislocation is irrational. Mgmt. treats 10% rev growth as a floor next year while consensus in their natural lazy self are taking that as steady state. [----] will be a strong advertising year IMO with AI slop proliferation CTV political spend it isn't unreasonable to expect 200bps-400bps higher than baseline"  
[X Link](https://x.com/P14Capital/status/2022502949780398220)  2026-02-14T02:47Z [---] followers, [---] engagements


"$GBTG what in the world has happened here. Mkt does not realize the sheer cost that can be taken out of the model (already happening) with AI. This is a marketplace business for CORPORATE TRAVEL which is experiencing a TAILWIND this year relative to [----]. Grouped in the AI loser basket whereas it is highly likely a winner"  
[X Link](https://x.com/P14Capital/status/2022503522713907380)  2026-02-14T02:49Z [---] followers, [---] engagements


"A lot of love being given to $SOLS. But few are talking about another recent spinoff $Q. Trades at a considerable discount to peer $ENTG (16x 26E vs 21x EBITDA not EPS diff in tax rates) while offering more growth and higher margins. Experiencing the same semis/AI capex tailwind New: P14 Weekly Screen #9 - Chemicals Long Chemicals + [--] stocks with mini-theses #chemicals https://t.co/namGgKTBOH New: P14 Weekly Screen #9 - Chemicals Long Chemicals + [--] stocks with mini-theses #chemicals https://t.co/namGgKTBOH"  
[X Link](https://x.com/P14Capital/status/2022713038671872177)  2026-02-14T16:42Z [---] followers, [---] engagements


"@nachunja Block is a terrible acquirer took heavy impairments on Afterpay. Klarna's best bet is to wither the factor selloff storm and focus on executing and winning share like they have been. CEO should stop posting about AI and SaaS and rather focus on his business"  
[X Link](https://x.com/P14Capital/status/2022714626589237381)  2026-02-14T16:48Z [---] followers, [---] engagements


"@sigmazerocap maybe $PYPL earnings tmr is the starting catalyst for a broad recovery in fintech"  
[X Link](https://x.com/P14Capital/status/2018370136449700118)  2026-02-02T17:05Z [---] followers, [---] engagements


"@taobanker why not $ZM if the goal is just to have anthropic exposure"  
[X Link](https://x.com/P14Capital/status/2018482586914553910)  2026-02-03T00:32Z [---] followers, [--] engagements


"@atelicinvest $TTGT is a long here"  
[X Link](https://x.com/P14Capital/status/1993061700732604813)  2025-11-24T20:58Z [---] followers, [---] engagements


"@calvinfroedge $SUBCY Just a guess from gemini"  
[X Link](https://x.com/P14Capital/status/2007247226129801463)  2026-01-03T00:26Z [---] followers, [---] engagements


"$TTGT +5% today. Parent co Informa PLC with a strong FY26 revenue guide at +6% with them explicitly citing IMPROVED performance with TTGT. Note that TTGT's own performance typically tracks its parent co's. A 6% guide from TTGT would far outpace consensus' weak +3.3% (P14 exp +5%). The turnaround is progressing well. +170% upside potential to P14's FY26 $15 PT. New from P14: $TTGT - 3Q25 ER Update Thesis on track BUY the turnaround 3x upside to FY26 PT https://t.co/dDAUtskoWq New from P14: $TTGT - 3Q25 ER Update Thesis on track BUY the turnaround 3x upside to FY26 PT https://t.co/dDAUtskoWq"  
[X Link](https://x.com/P14Capital/status/2013659619592167703)  2026-01-20T17:07Z [---] followers, [---] engagements


"P14 Capital is thrilled to release its first long-form memo on $GXO Your constructive feedback is greatly appreciatedfeel free to share any questions or suggestions for improvement. LONG $GXO - GXO Logistics Inc. 👉 https://open.substack.com/pub/p14capital/p/long-gxo-gxo-logistics-incr=54jnvg&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false https://open.substack.com/pub/p14capital/p/long-gxo-gxo-logistics-incr=54jnvg&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false"  
[X Link](https://x.com/P14Capital/status/1880363038836170927)  2025-01-17T21:14Z [---] followers, [----] engagements


"@AndrewM61370616 IMO adtech as a theme looks attractive here. Many cos sandbagged FY guides due to early-year advertiser uncertainty which no longer seems to be playing out. Think $IAS has better r/r than $DV with stronger top-line growth (my expectation) and better margins + cheaper valuation"  
[X Link](https://x.com/P14Capital/status/1949170063736709598)  2025-07-26T18:08Z [---] followers, [---] engagements


"$KDP - surely this deserves a deeper look soon. The remaining Beverage Co could warrant a premium multiple (growing biz mkt share gains in recent Qs) coffee biz has been a laggard for a while now. Also think majority debt is offloaded to the Global Coffee Co. Thoughts"  
[X Link](https://x.com/P14Capital/status/1960382020070015257)  2025-08-26T16:41Z [---] followers, [----] engagements


"New from P14: Revisiting the theses behind the 2Q25 earnings-season duds ( $DSP $SEMR ). Happy reading and consider subscribing Link in comments"  
[X Link](https://x.com/P14Capital/status/1961805447872020597)  2025-08-30T14:57Z [---] followers, [----] engagements


"New from P14: 2Q25 ER Update Pt. 2: $EEFT $GXO $IAS. Happy reading and consider subscribing"  
[X Link](https://x.com/P14Capital/status/1964869483715281067)  2025-09-08T01:52Z [---] followers, [----] engagements


"$IAS to be acquired by Novacap (PE) for $10.30/share (+53% from $6.74 pitch on 04/11/2025; +21% vs P14 avg cost). $IAS was flagged as a potential takeout in the P14 2Q25 update. Subscribe today for more picks like this New write-up: LONG $IAS - Integral Ad Science. Condensed thesis: Resilient biz model as advertisers shift to performance. Trades at a discount to $DV despite outperforming. Trades at 5.6x EBITDA w/ 110% upside as sentiment and multiples normalize. https://t.co/dhSdCWlrN6 https://t.co/FU8ULvSjrp New write-up: LONG $IAS - Integral Ad Science. Condensed thesis: Resilient biz model"  
[X Link](https://x.com/P14Capital/status/1970874699552116900)  2025-09-24T15:35Z [---] followers, [---] engagements


"$SEMR - feels NICE to have a SaaS win this year. FINALLY. +45% from avg cost +35% from pitch date (07/19.) Next up is $FRSH and $FIVN $SEMR acquired by $ADBE for $12/share (P14 FY26 base case PT: $12/share). P14 explicitly called this scenario out in yesterdays 3Q25 update. Not surprised to see this- you cant have a mkt leader set to grow rev mid-teens trade at 2x sales for long. Consider subscribing https://t.co/YmzYp6fysJ $SEMR acquired by $ADBE for $12/share (P14 FY26 base case PT: $12/share). P14 explicitly called this scenario out in yesterdays 3Q25 update. Not surprised to see this- you"  
[X Link](https://x.com/P14Capital/status/1991159741343474148)  2025-11-19T15:00Z [---] followers, [----] engagements


"New from P14: $TTGT - 3Q25 ER Update Thesis on track BUY the turnaround 3x upside to FY26 PT"  
[X Link](https://x.com/P14Capital/status/1992991075292614752)  2025-11-24T16:17Z [---] followers, [---] engagements


"@CheapStockGuy would be funny if we get a $VRNT take-under situation here"  
[X Link](https://x.com/P14Capital/status/1993365756629700871)  2025-11-25T17:06Z [---] followers, [---] engagements


"@sigmazerocap gotta look for the co with the greatest buyout optionality. Debt-free high cash % of mktcap can grow low DD for next [--] years some op income inflection. Cutting SBC alone in these names will result in a much higher valuation. $IAS (adtech) and $SEMR had it. $FRSH next i think"  
[X Link](https://x.com/P14Capital/status/1993709539808690375)  2025-11-26T15:52Z [---] followers, [---] engagements


"@taobanker $ADBE $SPT $FIVN $FRSH. Last [--] are my buyout bets especially SPT"  
[X Link](https://x.com/P14Capital/status/2007228473233027219)  2026-01-02T23:12Z [---] followers, [---] engagements


"$FIVN finally catching the right strays lol"  
[X Link](https://x.com/P14Capital/status/2015990848538775619)  2026-01-27T03:30Z [---] followers, [---] engagements


"$QFIN - was indeed an overreaction +13% today Yet to find a credible source that explains the wash in chinese fintechs today ( $QFIN $FINV $LX). Can anyone link me a credible source that that mandates a 20% APR cap on consumer loans (this is the rumor) Think QFIN is attractive here Yet to find a credible source that explains the wash in chinese fintechs today ( $QFIN $FINV $LX). Can anyone link me a credible source that that mandates a 20% APR cap on consumer loans (this is the rumor) Think QFIN is attractive here"  
[X Link](https://x.com/P14Capital/status/1984464126568251524)  2025-11-01T03:34Z [---] followers, [---] engagements


"New write-up: LONG $IAS - Integral Ad Science. Condensed thesis: Resilient biz model as advertisers shift to performance. Trades at a discount to $DV despite outperforming. Trades at 5.6x EBITDA w/ 110% upside as sentiment and multiples normalize. https://open.substack.com/pub/p14capital/p/long-ias-integral-ad-sciencer=54jnvg&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/p14capital/p/long-ias-integral-ad-sciencer=54jnvg&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/P14Capital/status/1911839922962551149)  2025-04-14T17:52Z [---] followers, [----] engagements


"@acidinvestments great thread here. Think both are cheap but $IAS has more upside. $IAS is taking share from $DV and is now growing top-line faster with significantly higher margins. Feel free to take a look at the write-ups (thesis & earnings) in my bio (free.) Happy to hear your thoughts"  
[X Link](https://x.com/P14Capital/status/1924939851150897307)  2025-05-20T21:26Z [---] followers, [---] engagements


"publishing in a few I gotta say I have found a few underappreciated goldmines set to benefit from the recovering U.S. logistics cycle (avg mkt. cap is $767M) My next screen will be on logistics why I am bullish on the turning cycle in [----] and [--] stocks I believe to be beneficiaries of the theme. Feel free to reach out if youd like to discuss U.S. logistics My next screen will be on logistics why I am bullish on the turning cycle in [----] and [--] stocks I believe to be beneficiaries of the theme. Feel free to reach out if youd like to discuss U.S. logistics"  
[X Link](https://x.com/P14Capital/status/2012983042504044920)  2026-01-18T20:18Z [---] followers, [---] engagements


"Interested in under-the-radar beneficiaries Check my latest screen (avg mkt cap: $767M) https://x.com/P14Capital/status/2013029619536969809s=20 This could be a significant catalyst for the freight market. The impacted region is one of the most important manufacturing and production centers in the world. Power outages and impassible roads will create significant supply chain issues. Orders will get backed up creating https://t.co/H4fr2rAMmF https://x.com/P14Capital/status/2013029619536969809s=20 This could be a significant catalyst for the freight market. The impacted region is one of the most"  
[X Link](https://x.com/P14Capital/status/2013799057714524567)  2026-01-21T02:21Z [---] followers, [---] engagements


"@leevalueroach Check out my screen avg mkt cap is $767M some names have catalysts as soon as next week: https://x.com/P14Capital/status/2013029619536969809s=20 New: P14 Weekly Screen #8 - Logistics The cycle is turning. Are you well positioned - P14s [--] picks with mini-theses The broad thesis is free. With an avg market cap of $767M the [--] picks are under-the-radar beneficiaries that are yearning for your attention #Logistics https://t.co/PqLypOjDiu https://x.com/P14Capital/status/2013029619536969809s=20 New: P14 Weekly Screen #8 - Logistics The cycle is turning. Are you well positioned - P14s"  
[X Link](https://x.com/P14Capital/status/2014007711642329499)  2026-01-21T16:10Z [---] followers, [---] engagements


"@Globalflows might be a stupid Q but your bull BTC thesis centers on the devaluation of the JPY right How is it then BTC is rallying as the JPY is strengthening today Thanks for all the great work"  
[X Link](https://x.com/P14Capital/status/2014753950306537826)  2026-01-23T17:35Z [---] 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

@P14Capital Avatar @P14Capital P14 Capital

P14 Capital posts on X about ai, $klar, $fivn, $ias the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

Engagements: [-----] #

Engagements Line Chart

  • [--] Week [-----] -30%
  • [--] Month [------] +17%
  • [--] Months [-------] +209%
  • [--] Year [-------] +19,374%

Mentions: [--] #

Mentions Line Chart

  • [--] Week [--] +45%
  • [--] Month [---] +51%
  • [--] Months [---] +219%
  • [--] Year [---] +21,550%

Followers: [---] #

Followers Line Chart

  • [--] Week [---] +1.60%
  • [--] Month [---] +8.10%
  • [--] Months [---] +160%

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

CreatorRank Line Chart

Social Influence

Social category influence stocks 51.96% finance 34.31% cryptocurrencies 10.78% technology brands 6.86% countries 2.94% musicians 0.98% currencies 0.98%

Social topic influence ai 11.76%, $klar #6, $fivn 8.82%, $ias 8.82%, $dsp #1, $spt #3, klarna #48, $afrm 6.86%, fintech #458, biz 5.88%

Top accounts mentioned or mentioned by @jszhang0912 @sigmazerocap @jimmcmullenkc1 @acidinvestments @nachunja @joinyellowbrick @sfarringtonbkc @barnietaintpipe @thebenschmark @taobanker @longonlylarry @siyul @contrariancurse @samgatlin @fischerjiriml @dalibali2 @blondesnmoney @baup0stgoat @investormexican @rahulsetty

Top assets mentioned Klarna Group plc (KLAR) FIVE9, INC. (FIVN) Integral Ad Science Holding Corp. (IAS) Viant Technology Inc. (DSP) SeaPad (SPT) Affirm Holdings, Inc. (AFRM) Semrush Holdings, Inc. (SEMR) DoubleVerify Holdings, Inc. (DV) Zoom Video Communications Inc (ZM) Freshworks Inc. (FRSH) GXO Logistics, Inc. (GXO) Euronet Worldwide Inc (EEFT) Adobe, Inc. (ADBE) Alibaba Group (BABA) PayPal Holdings Inc (PYPL) Molson Coors Beverage Co Class B (TAP) iShares BTC Trust (IBIT) Pure Storage, Inc. (PSTG) Metadium (META) Abercrombie & Fitch Co. (ANF) Deckers Outdoor, Corp. (DECK) Coupang, Inc. (CPNG) Atlassian Corporation PLC (TEAM) Morgan Stanley (MS)

Top Social Posts

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

"nvm plz ignore"
X Link 2026-02-06T18:27Z [---] followers, [---] engagements

"New: P14 Weekly Screen #9 - Chemicals Long Chemicals + [--] stocks with mini-theses #chemicals"
X Link 2026-02-08T21:48Z [---] followers, [----] engagements

"Think $DSP is one of the best adtech bets you can make for AI and automation in DSPs. Unless mgmt completely shits the bed I do not see how revs don't accel in 26' with CTV mkt share gains vs TTD World Cup $TAP deal political tailwinds new AI suite going live etc"
X Link 2026-02-10T02:09Z [---] followers, [----] engagements

"$ELMD is a single-product company. Nothing flashy just really good at what they do. The disease state that they target has diagnosis growing in the teens annually. A lot more to the thesis. Check it out in my bio under "core stock theses" $ELMD - solid print this is a fantastic business. Thesis is playing out well. 2Q26 ER update coming soon. $ELMD - solid print this is a fantastic business. Thesis is playing out well. 2Q26 ER update coming soon"
X Link 2026-02-11T01:47Z [---] followers, [---] engagements

"nvm don't ignore"
X Link 2026-02-11T01:49Z [---] followers, [--] engagements

"@LongOnlyLarry what is the thesis on short $FIVN"
X Link 2025-11-17T16:47Z [---] followers, [---] engagements

"Got it. all it takes for $EEFT to close green is for the market to nuke itself"
X Link 2025-11-20T22:18Z [---] followers, [---] engagements

"New from P14: $DSP (Viant) 3Q25 ER Update Excessively cheap for solid execution: 1.1x FY26E Sales 6.4x FY26E EBITDA & 26% mkt cap in cash Count me IN"
X Link 2025-11-21T17:29Z [---] followers, [----] engagements

"Insane. A part of me thinks $ZM would like to take $FIVN shareholders out of their misery by acquiring the co at a 100% premium to its share price to advance their CCaaS biz (wishful thinking)"
X Link 2025-11-25T16:50Z [---] followers, [----] engagements

"Fun fact: Today marks the fourth P14 pitch this year to get acquired: $CTLP $IAS $SEMR and $TBRD. 40% of the names pitched this year have now been bought out. My next ER update for a recent paywalled pitch also happens to be a buyout target👀"
X Link 2025-11-27T00:16Z [---] followers, [---] engagements

"A 40% hit rate $CTLP $IAS $SEMR $TBRD either means Im lucky or I just like cheap shitcos with some quality. Check out my free thesis and [--] picks with a 20% discount Ackman-level post but here is the simple fluid framework I use to evaluate buyout candidates: 1) Clean BS. No/min debt high cash % of mkt cap. 2) Round [--] plays. Co that previously rejected a reasonable buyout offer when it was over-earning and flying high and now trades at a cheap multiple with normalized growth and a valuation yearning for a takeout. 3) Quality in a disgruntled factor - improving fundamentals in a hated factor 4)"
X Link 2025-12-03T17:54Z [---] followers, [---] engagements

"If you'd like to play the advertising extension via $TAP's recovery. Take a look at $DSP (Viant) recently announced as adtech platform partner to run TAP's programmatic ads. This is a multi-year tailwind. Trades at a meager 1.4x rev 2.3x CXT 8.2x EBITDA on P14 FY26E base case New from P14: $DSP (Viant) 3Q25 ER Update Excessively cheap for solid execution: 1.1x FY26E Sales 6.4x FY26E EBITDA & 26% mkt cap in cash Count me IN https://t.co/74q7WAAqPv New from P14: $DSP (Viant) 3Q25 ER Update Excessively cheap for solid execution: 1.1x FY26E Sales 6.4x FY26E EBITDA & 26% mkt cap in cash Count me"
X Link 2026-01-12T17:12Z [---] followers, [----] engagements

"Update sold $FRSH at 10% loss (4% pos at cost) to buy $IBIT (BTC ETF) calls - the duality of a man $ADBE - And sold (for a 4% loss on a 1% starter position at cost). Am I impatient and wrong Probably. I only see pain here. The multiple will continue to contract unless we get a strong rotation into SaaS which implies the AI trade implodes and I don't see that happening $ADBE - And sold (for a 4% loss on a 1% starter position at cost). Am I impatient and wrong Probably. I only see pain here. The multiple will continue to contract unless we get a strong rotation into SaaS which implies the AI"
X Link 2026-01-13T17:15Z [---] followers, [---] engagements

"@siyul $DSP with relative outperformance lately. Take a look at my most recent Q update"
X Link 2026-01-17T17:21Z [---] followers, [---] engagements

"$KLAR - I'm a buyer here (I've been a buyer since $30) NFA New from P14: LONG $KLAR - Klarna the BNPL winner The market vs. P14; 53% upside to FY26 PT As a gift to all this pitch is FREE. Happy New Year https://t.co/3wi9EJmWQJ New from P14: LONG $KLAR - Klarna the BNPL winner The market vs. P14; 53% upside to FY26 PT As a gift to all this pitch is FREE. Happy New Year https://t.co/3wi9EJmWQJ"
X Link 2026-01-20T16:50Z [---] followers, [---] engagements

"$DSP - breaking out. Still very cheap at 1.7x EV/FY26E sales and 9.8x EV/FY26E EBITDA. Check out my latest thesis update (free). New from P14: $DSP (Viant) 3Q25 ER Update Excessively cheap for solid execution: 1.1x FY26E Sales 6.4x FY26E EBITDA & 26% mkt cap in cash Count me IN https://t.co/74q7WAAqPv New from P14: $DSP (Viant) 3Q25 ER Update Excessively cheap for solid execution: 1.1x FY26E Sales 6.4x FY26E EBITDA & 26% mkt cap in cash Count me IN https://t.co/74q7WAAqPv"
X Link 2026-01-22T17:08Z [---] followers, [---] engagements

"how is $PSTG not catching a bid whatsoever with $META raising capex"
X Link 2026-01-29T19:37Z [---] followers, [---] engagements

"@ContrarianCurse + perplexity and coreweave. Earnings catalyst on 02/25 with rising enterprise AI adoption to provide upside vs street"
X Link 2026-02-02T17:36Z [---] followers, [---] engagements

"@SFarringtonBKC @sam_gatlin I think there is still/will be some spending pressure on high-value discretionary. This may be too targeted but I think low-value discretionary is doing better: $ANF $DECK $JAKK etc"
X Link 2026-02-03T01:05Z [---] followers, [---] engagements

"@BarnieTaintpipe thoughts on $AFRM ER tmr seems like a compelling bet here. Would be nice if it provides some dislocation for BNPL names vs PYPL/broad fintech"
X Link 2026-02-03T15:54Z [---] followers, [---] engagements

"@sigmazerocap look at $DSP imo best adtech play out there in DSPs - see my latest update (free)"
X Link 2026-02-04T21:14Z [---] followers, [--] engagements

"$CPNG with another data breach. This is the worst market to have such issues. Can they use claude to beef up their cybersecurity ASAP"
X Link 2026-02-05T16:38Z [---] followers, [---] engagements

"How in the world is $B down on this monstrous print and banging cap allocation. Looks like a no-brainer for a quick recovery if gold is back up this week"
X Link 2026-02-05T17:16Z [---] followers, [---] engagements

"$TEAM is cooked"
X Link 2026-02-05T22:10Z [---] followers, [---] engagements

"$AFRM beats on literally everything - stock down 3%"
X Link 2026-02-05T22:12Z [---] followers, [---] engagements

"@FischerJiriML we should be thankful that its not behaving like $AFRM lol"
X Link 2026-02-06T21:01Z [---] followers, [---] engagements

"You do understand that margin pressure is temporary right TMD pressure is solely rising from blistering growth in fair financing thus resulting in loss provisions. This will abate with forward flows agreements. This is natural for any fintech. The stock is selling off with broader fintech + thin liquidity so it is a shorting goldmine - this is a great time to bear-post. Take rates have been rising so I am not sure what you mean. Every single tech IPO has lawsuits I can't recall one that did not https://twitter.com/i/web/status/2020182573587038295"
X Link 2026-02-07T17:07Z [---] followers, [--] engagements

"are multiples truly as expensive as the last normalized bull cycle in 2016-2018 (can't take COVID because one-off event) Expansion can last longer than one expects no The industry has been in a recession since [----]. Also there are many truckers esp in SMID-cap land that trade at meaningful discounts"
X Link 2026-02-07T19:48Z [---] followers, [--] engagements

"The answer here is to long consumer discretionary that fits the value-seeking consumer's bill K-SHAPED ECONOMY FALLS APART IN RETAIL Morgan Stanley says retail data challenges the K-shaped economy narrative. Spending is rising across income levels especially at dollar stores with even higher-income shoppers trading down. Consumers are increasingly seeking value K-SHAPED ECONOMY FALLS APART IN RETAIL Morgan Stanley says retail data challenges the K-shaped economy narrative. Spending is rising across income levels especially at dollar stores with even higher-income shoppers trading down."
X Link 2026-02-09T21:16Z [---] followers, [---] engagements

"@dalibali2 after-effects of the SaaSpocalypse"
X Link 2026-02-10T03:39Z [---] followers, [---] engagements

"$EEFT Cut my final tranche today. Realized loss and return since the pitch date -30%. First realized loss across the core stock theses hopefully one of not many. Worsening margins in Money Transfer and epay with immigration headwinds likely to persist. I see better opportunities elsewhere in fintech. For me to re-enter I would need to see a spin-off of epay. There is clear inherent value in EEFT as a whole that is not reflected in the public markets. Would be treated better in private hands. A painful lesson learned. Onwards and upwards"
X Link 2026-02-12T19:38Z [---] followers, [---] engagements

"$KLAR - priced like death. Now at 3.6x GAAP/IFRS FY26E EBIT. 0.17x EV/FY26E Sales. This is insane. 49% short interest per BBG. The squeeze will be epic. At this point the lock-up will be viewed as positive. This is irrational to me I'd assume the same for other shops who'd welcome the liquidity New from P14: LONG $KLAR - Klarna the BNPL winner The market vs. P14; 53% upside to FY26 PT As a gift to all this pitch is FREE. Happy New Year https://t.co/3wi9EJmWQJ New from P14: LONG $KLAR - Klarna the BNPL winner The market vs. P14; 53% upside to FY26 PT As a gift to all this pitch is FREE. Happy"
X Link 2026-02-13T06:01Z [---] followers, [----] engagements

"Ticker reveal: $TTGT 3Q25 ER update launching 11/24 before market open. Subscribe to check it out. I now see 3x upside to FY26 PT New from P14: Tech co at 5x NTM EBITDA and 1x NTM Sales Top-line reacceleration + operating leverage setup offering 2.2x upside in [--] years Subscribe via the link in bio for a 7-day free trial to check it out and receive P14 Weekly Screen #1 dropping this Sunday https://t.co/U1JjsOcyiz New from P14: Tech co at 5x NTM EBITDA and 1x NTM Sales Top-line reacceleration + operating leverage setup offering 2.2x upside in [--] years Subscribe via the link in bio for a 7-day"
X Link 2025-11-24T05:49Z [---] followers, [---] engagements

"Barclays cuts $SPT PT in half from $26 - $13 while MAINTAINING an overweight rating"
X Link 2026-01-12T17:21Z [---] followers, [---] engagements

"$TBRD $TBRD.V to be acquired by $BAMI at $1.77/sh an 18% gain vs the 09/12 pitch and P14s $1.50 avg cost and 50% premium to the prior close. This is a take-under but with major shareholders (37%) already in support I do not expect meaningful pushback. Given the deal structure (majority BAMI share component + cash consideration tax efficiency) $7M cost synergies improved liquidity (BAMI is TSX-listed). Think major shareholders have reason to believe that the combineco with larger scale will be valued much higher. In other news. its nice to see mgmt smarten up and provide guidance for FY26 New"
X Link 2025-11-26T18:56Z [---] followers, [----] engagements

"$UAA up 16% since this. It appears that the Canadian Warren Buffet - Prem Wasta from FairFax Financial sees value here. Firm increased their stake to 16.1% of sos from 9%. I have no position but like their running shoes. Might be time to take a deeper look. With the sector ripping ( ANF DECK LULU etc) is $UA / $UAA next Aware that this biz is in a perpetual turnaround but surely there is some brand value to support buyout optionality here. I like recent promos (Gunna etc.) Not familiar with the biz happy to hear thoughts. https://t.co/ItZ9l0ryPJ With the sector ripping ( ANF DECK LULU etc) is"
X Link 2025-12-30T23:22Z [---] followers, [----] engagements

"@blondesnmoney $BBWI $JAKK $GXO (largest) $PMTS. $JAKK just needs a stable tariff rate to re-rate as FOB ordering returns to normal cadence and content slate is materially better N2Y. Also the chinese names will rip $BABA $PDD etc"
X Link 2026-01-08T23:17Z [---] followers, [---] engagements

"@Baup0stGOAT Anything with buyout optionality so SMID-caps only Thoma Bravo can save us now. I like $SPT and $FIVN"
X Link 2026-01-18T20:50Z [---] followers, [---] engagements

"this is going to be an interesting read as someone who is long $KLAR. Seems like a weak thesis at first glance (same ol' bear case) We are short $AFRM. Report at https://t.co/gXHJtdo2xm. Affirm is a highly levered subprime lender masquerading as FinTech and political scrutiny + the credit cycle is about to expose it. 1/10 We are short $AFRM. Report at https://t.co/gXHJtdo2xm. Affirm is a highly levered subprime lender masquerading as FinTech and political scrutiny + the credit cycle is about to expose it. 1/10"
X Link 2026-01-21T21:20Z [---] followers, [---] engagements

"@InvestorMexican SMID-caps that have buyout optionality - my picks so far are $SPT and $FIVN"
X Link 2026-01-23T05:58Z [---] followers, [---] engagements

"@RahulSetty_ $SPT betting it gets bought out insiders are frustrated and switching 10b51 programs from auto sells to buys. Situation is similar to SEMR. $FIVN - many activists involved"
X Link 2026-01-24T00:02Z [---] followers, [---] engagements

"$KLAR now approaching the the bear case $24 PT while fundamentals are improving 🤣🤣🤣. Gotta love these BS sector flows these quants will be the end of the world. The market is demolishing P14. for now New from P14: LONG $KLAR - Klarna the BNPL winner The market vs. P14; 53% upside to FY26 PT As a gift to all this pitch is FREE. Happy New Year https://t.co/3wi9EJmWQJ New from P14: LONG $KLAR - Klarna the BNPL winner The market vs. P14; 53% upside to FY26 PT As a gift to all this pitch is FREE. Happy New Year https://t.co/3wi9EJmWQJ"
X Link 2026-01-27T20:55Z [---] followers, [---] engagements

"@pernasresearch @maxwiethe Great work per usual. I'm an avid listener of monetary matters. Hope $SPT is a mislabeled AI loser looks to be fitting well in your "social spend rising" bucket while the mkt is asleep at the wheel. Situation seems similar to $SEMR. SPT is one of my top buyout picks"
X Link 2026-01-29T18:30Z [---] followers, [---] engagements

"Good time to check $KLAR out. -18% in [--] days for no reason. Now trading at 0.6x EV/FY26E sales (1.9x P/S) for 30% rev growth. 1.6x TMD for 460bps expansion 9x AOI (13x GAAP EBIT) for 883bps expansion. Base case PT $48 now trading below bear case $24 for no fundamental change New from P14: LONG $KLAR - Klarna the BNPL winner The market vs. P14; 53% upside to FY26 PT As a gift to all this pitch is FREE. Happy New Year https://t.co/3wi9EJmWQJ New from P14: LONG $KLAR - Klarna the BNPL winner The market vs. P14; 53% upside to FY26 PT As a gift to all this pitch is FREE. Happy New Year"
X Link 2026-01-30T19:42Z [---] followers, [----] engagements

"The consumer is strong and yet fintechs are selling off. Some of these down moves are beyond me $KLAR $AFRM $SEZL $FOUR heck even $PYPL. None of these have major idio issues or even a threat of displacement. The quants need to be stopped What I learned in Payments and FinTech last week Macro. Spending remains solid including through January. Although affluent remains the fastest growing category the lower end consumer continues to spend. Credit volume growth barely dipped in Q4 despite a tough prior year What I learned in Payments and FinTech last week Macro. Spending remains solid including"
X Link 2026-01-31T16:04Z [---] followers, [----] engagements

"@sigmazerocap I am learning this the hard way with $KLAR lol"
X Link 2026-02-03T01:40Z [---] followers, [---] engagements

"$KLAR getting hammered again with $PYPL shitting the bed per usual. $AFRM reports tomorrow New from P14: LONG $KLAR - Klarna the BNPL winner The market vs. P14; 53% upside to FY26 PT As a gift to all this pitch is FREE. Happy New Year https://t.co/3wi9EJmWQJ New from P14: LONG $KLAR - Klarna the BNPL winner The market vs. P14; 53% upside to FY26 PT As a gift to all this pitch is FREE. Happy New Year https://t.co/3wi9EJmWQJ"
X Link 2026-02-03T15:06Z [---] followers, [---] engagements

"@acidinvestments true but SBC is reducing from 14% of rev 3Y ago to likely 7ish % in FY25E. I am just feeling very bullish on top-line accel and thus op leverage don't think they are a buyout target"
X Link 2026-02-11T16:46Z [---] followers, [--] engagements

"@TheBenSchmark thx + good beta exposure to deepseek moment pt.2 I'd assume many major LLM launches near lunar new year. My latest pitch is also a beneficiary"
X Link 2026-02-11T17:19Z [---] followers, [---] engagements

"@JackFarley96 $ACMR and this pitch is the beta exposure you are looking for: https://x.com/P14Capital/status/2016912669333242324s=20 New from P14: China AI stock at 10x EBITDA 20%+ top-line growth with [---] bps margin expansion 50%+ upside to FY26 PT This is what Id call an OBESE pitch (bigger than fat) with several catalysts converging at once. https://t.co/ucIiffxQh6 https://x.com/P14Capital/status/2016912669333242324s=20 New from P14: China AI stock at 10x EBITDA 20%+ top-line growth with [---] bps margin expansion 50%+ upside to FY26 PT This is what Id call an OBESE pitch (bigger than fat)"
X Link 2026-02-11T19:55Z [---] followers, [---] engagements

"New: P14 Weekly Screen #8 - Logistics The cycle is turning. Are you well positioned - P14s [--] picks with mini-theses The broad thesis is free. With an avg market cap of $767M the [--] picks are under-the-radar beneficiaries that are yearning for your attention #Logistics #StocksToWatch https://twitter.com/i/web/status/2013029619536969809 https://twitter.com/i/web/status/2013029619536969809"
X Link 2026-01-18T23:23Z [---] followers, [----] engagements

"thinking of cutting $FIVN for $ZM. If i want to lose money in CCaaS i might as well have direct AI exposure to save my ass"
X Link 2026-02-11T19:59Z [---] followers, [---] engagements

"may sound funny but $KLAR. I also prefer to hold $RELY even though they are reliant on EEFT's infrastructure. RELY is a cleaner story growth op leverage inflection. When this irrational fintech selloff passes IMO RELY will bounce back stronger than EEFT. Its multiple is more "expandable" in a sense https://twitter.com/i/web/status/2022087734144249870 https://twitter.com/i/web/status/2022087734144249870"
X Link 2026-02-12T23:17Z [---] followers, [---] engagements

"@jimmcmullenkc1 have spoken to Mike once. A legend in this business. I hope to see improvements (especially discussions on splitting the biz) and will be tuning in to the investor day"
X Link 2026-02-13T16:12Z [---] followers, [--] engagements

"$SPT to get bought out in [----] book it"
X Link 2026-01-03T17:45Z [---] followers, [---] engagements

"$SPT +5.7% post-market on low volume. CEO buys $1M in shares. This comes after co-founder Aaron Rankin purchased $1M a few weeks ago. FWIW my buyout bets post pitched $SPT as a prime [----] buyout target and called for planned insider buys to act as a margin of safety 🤣🤣(which clearly has not been the case still see SPT being bought out tho). $SPT to get bought out in [----] book it $SPT to get bought out in [----] book it"
X Link 2026-01-14T00:01Z [---] followers, [----] engagements

"Yet to find a credible source that explains the wash in chinese fintechs today ( $QFIN $FINV $LX). Can anyone link me a credible source that that mandates a 20% APR cap on consumer loans (this is the rumor) Think QFIN is attractive here"
X Link 2025-10-28T22:48Z [---] followers, [----] engagements

"$KLAR app - SOCIAL ARBITRAGE - alt data points to global MAUs picking up during the holiday shopping szn cementing its top spot in the mkt. US downloads r crushing it with the Klarna card (0-1.4M in 9mos) and Fair Financing. Nice to see $AFRM doing well. BNPL uptake is solid. New from P14: LONG $KLAR - Klarna the BNPL winner The market vs. P14; 53% upside to FY26 PT As a gift to all this pitch is FREE. Happy New Year https://t.co/3wi9EJmWQJ New from P14: LONG $KLAR - Klarna the BNPL winner The market vs. P14; 53% upside to FY26 PT As a gift to all this pitch is FREE. Happy New Year"
X Link 2026-01-11T17:57Z [---] followers, [---] engagements

"$KLAR this is criminal the dip keeps on dipping"
X Link 2026-02-12T16:12Z [---] followers, [---] engagements

"Very telling reaction (dips bought) by chinese ADRs today after "the news". $BABA $PDD $BIDU etc. Nothing ever happens until it does"
X Link 2026-02-13T15:16Z [---] followers, [---] engagements

"New from P14: LONG $KLAR - Klarna the BNPL winner The market vs. P14; 53% upside to FY26 PT As a gift to all this pitch is FREE. Happy New Year"
X Link 2026-01-10T03:05Z [---] followers, 11.4K engagements

"New from P14: China AI stock at 10x EBITDA 20%+ top-line growth with [---] bps margin expansion 50%+ upside to FY26 PT This is what Id call an OBESE pitch (bigger than fat) with several catalysts converging at once"
X Link 2026-01-29T16:33Z [---] followers, [----] engagements

"Long $TLT / Short $EWY sounds like a nice pair trade to run. If we have a down day tomorrow surely korea crumbles"
X Link 2026-02-06T04:44Z [---] followers, [---] engagements

"$GXO - largest P14 position at 20% weight +10% on the day after 4Q25 ER. Unlike the biased slop you will find online initial thoughts are decent earnings and unnecessarily conservative guide. I cut 25% of my position in shares (+33%) and all calls (+50%)"
X Link 2026-02-11T16:05Z [---] followers, [---] engagements

"industry player $MNTN up 30%+ expecting the same for DSP when they report Think $DSP is one of the best adtech bets you can make for AI and automation in DSPs. Unless mgmt completely shits the bed I do not see how revs don't accel in 26' with CTV mkt share gains vs TTD World Cup $TAP deal political tailwinds new AI suite going live etc. Think $DSP is one of the best adtech bets you can make for AI and automation in DSPs. Unless mgmt completely shits the bed I do not see how revs don't accel in 26' with CTV mkt share gains vs TTD World Cup $TAP deal political tailwinds new AI suite going live"
X Link 2026-02-11T16:13Z [---] followers, [----] engagements

"$ELMD - was up +10% AH yesterday now down -12% what is this microcap shithousery is the market not looking at this insane print Adding here $ELMD is a single-product company. Nothing flashy just really good at what they do. The disease state that they target has diagnosis growing in the teens annually. A lot more to the thesis. Check it out in my bio under "core stock theses" $ELMD is a single-product company. Nothing flashy just really good at what they do. The disease state that they target has diagnosis growing in the teens annually. A lot more to the thesis. Check it out in my bio under"
X Link 2026-02-11T16:24Z [---] followers, [---] engagements

"am long $TLT calls - all you have to do is look at the revisions. Nothing stops the cuts this year Long $TLT / Short $EWY sounds like a nice pair trade to run. If we have a down day tomorrow surely korea crumbles Long $TLT / Short $EWY sounds like a nice pair trade to run. If we have a down day tomorrow surely korea crumbles"
X Link 2026-02-11T16:51Z [---] followers, [---] engagements

"+30% in the past [--] days alone. Trust me when I say this (NFA). This is just getting started New from P14: China AI stock at 10x EBITDA 20%+ top-line growth with [---] bps margin expansion 50%+ upside to FY26 PT This is what Id call an OBESE pitch (bigger than fat) with several catalysts converging at once. https://t.co/ucIiffxQh6 New from P14: China AI stock at 10x EBITDA 20%+ top-line growth with [---] bps margin expansion 50%+ upside to FY26 PT This is what Id call an OBESE pitch (bigger than fat) with several catalysts converging at once. https://t.co/ucIiffxQh6"
X Link 2026-02-11T16:54Z [---] followers, [---] engagements

"RT @TheBenSchmark: Baird on $ZM Anthropic asset: $2-$4 bn value literally invested in Anthropics Claude success value could rise"
X Link 2026-02-11T21:08Z [---] followers, [--] engagements

"am i a fixed income brooooo am long $TLT calls - all you have to do is look at the revisions. Nothing stops the cuts this year am long $TLT calls - all you have to do is look at the revisions. Nothing stops the cuts this year"
X Link 2026-02-12T16:25Z [---] followers, [---] engagements

"Back in $BTI calls $65C leaps return to growth deleveraging buybacks. Risk-off characteristic as a hedge in downturns. Good stuff"
X Link 2026-02-12T19:43Z [---] followers, [---] engagements

"Already doing damage control for the next deepseek launch OpenAI: DeepSeek is distilling US models to gain an edge. DeepSeek has ongoing efforts to free ride on the US - memo OpenAI: DeepSeek is distilling US models to gain an edge. DeepSeek has ongoing efforts to free ride on the US - memo"
X Link 2026-02-12T23:11Z [---] followers, [---] engagements

"lol Very telling reaction (dips bought) by chinese ADRs today after "the news". $BABA $PDD $BIDU etc. Nothing ever happens until it does Very telling reaction (dips bought) by chinese ADRs today after "the news". $BABA $PDD $BIDU etc. Nothing ever happens until it does"
X Link 2026-02-13T15:17Z [---] followers, [---] engagements

"Ive seen many weird reactions to earnings prints but $ELMD tanking after posting what is a pod-shop dream (Q/Q revenue acceleration insane margin expansion) probably ranks up there"
X Link 2026-02-13T16:00Z [---] followers, [---] engagements

"Ok I'm interested in $DV again. Less buyout optionality vs $IAS but the dislocation is irrational. Mgmt. treats 10% rev growth as a floor next year while consensus in their natural lazy self are taking that as steady state. [----] will be a strong advertising year IMO with AI slop proliferation CTV political spend it isn't unreasonable to expect 200bps-400bps higher than baseline"
X Link 2026-02-14T02:47Z [---] followers, [---] engagements

"$GBTG what in the world has happened here. Mkt does not realize the sheer cost that can be taken out of the model (already happening) with AI. This is a marketplace business for CORPORATE TRAVEL which is experiencing a TAILWIND this year relative to [----]. Grouped in the AI loser basket whereas it is highly likely a winner"
X Link 2026-02-14T02:49Z [---] followers, [---] engagements

"A lot of love being given to $SOLS. But few are talking about another recent spinoff $Q. Trades at a considerable discount to peer $ENTG (16x 26E vs 21x EBITDA not EPS diff in tax rates) while offering more growth and higher margins. Experiencing the same semis/AI capex tailwind New: P14 Weekly Screen #9 - Chemicals Long Chemicals + [--] stocks with mini-theses #chemicals https://t.co/namGgKTBOH New: P14 Weekly Screen #9 - Chemicals Long Chemicals + [--] stocks with mini-theses #chemicals https://t.co/namGgKTBOH"
X Link 2026-02-14T16:42Z [---] followers, [---] engagements

"@nachunja Block is a terrible acquirer took heavy impairments on Afterpay. Klarna's best bet is to wither the factor selloff storm and focus on executing and winning share like they have been. CEO should stop posting about AI and SaaS and rather focus on his business"
X Link 2026-02-14T16:48Z [---] followers, [---] engagements

"@sigmazerocap maybe $PYPL earnings tmr is the starting catalyst for a broad recovery in fintech"
X Link 2026-02-02T17:05Z [---] followers, [---] engagements

"@taobanker why not $ZM if the goal is just to have anthropic exposure"
X Link 2026-02-03T00:32Z [---] followers, [--] engagements

"@atelicinvest $TTGT is a long here"
X Link 2025-11-24T20:58Z [---] followers, [---] engagements

"@calvinfroedge $SUBCY Just a guess from gemini"
X Link 2026-01-03T00:26Z [---] followers, [---] engagements

"$TTGT +5% today. Parent co Informa PLC with a strong FY26 revenue guide at +6% with them explicitly citing IMPROVED performance with TTGT. Note that TTGT's own performance typically tracks its parent co's. A 6% guide from TTGT would far outpace consensus' weak +3.3% (P14 exp +5%). The turnaround is progressing well. +170% upside potential to P14's FY26 $15 PT. New from P14: $TTGT - 3Q25 ER Update Thesis on track BUY the turnaround 3x upside to FY26 PT https://t.co/dDAUtskoWq New from P14: $TTGT - 3Q25 ER Update Thesis on track BUY the turnaround 3x upside to FY26 PT https://t.co/dDAUtskoWq"
X Link 2026-01-20T17:07Z [---] followers, [---] engagements

"P14 Capital is thrilled to release its first long-form memo on $GXO Your constructive feedback is greatly appreciatedfeel free to share any questions or suggestions for improvement. LONG $GXO - GXO Logistics Inc. 👉 https://open.substack.com/pub/p14capital/p/long-gxo-gxo-logistics-incr=54jnvg&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false https://open.substack.com/pub/p14capital/p/long-gxo-gxo-logistics-incr=54jnvg&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false"
X Link 2025-01-17T21:14Z [---] followers, [----] engagements

"@AndrewM61370616 IMO adtech as a theme looks attractive here. Many cos sandbagged FY guides due to early-year advertiser uncertainty which no longer seems to be playing out. Think $IAS has better r/r than $DV with stronger top-line growth (my expectation) and better margins + cheaper valuation"
X Link 2025-07-26T18:08Z [---] followers, [---] engagements

"$KDP - surely this deserves a deeper look soon. The remaining Beverage Co could warrant a premium multiple (growing biz mkt share gains in recent Qs) coffee biz has been a laggard for a while now. Also think majority debt is offloaded to the Global Coffee Co. Thoughts"
X Link 2025-08-26T16:41Z [---] followers, [----] engagements

"New from P14: Revisiting the theses behind the 2Q25 earnings-season duds ( $DSP $SEMR ). Happy reading and consider subscribing Link in comments"
X Link 2025-08-30T14:57Z [---] followers, [----] engagements

"New from P14: 2Q25 ER Update Pt. 2: $EEFT $GXO $IAS. Happy reading and consider subscribing"
X Link 2025-09-08T01:52Z [---] followers, [----] engagements

"$IAS to be acquired by Novacap (PE) for $10.30/share (+53% from $6.74 pitch on 04/11/2025; +21% vs P14 avg cost). $IAS was flagged as a potential takeout in the P14 2Q25 update. Subscribe today for more picks like this New write-up: LONG $IAS - Integral Ad Science. Condensed thesis: Resilient biz model as advertisers shift to performance. Trades at a discount to $DV despite outperforming. Trades at 5.6x EBITDA w/ 110% upside as sentiment and multiples normalize. https://t.co/dhSdCWlrN6 https://t.co/FU8ULvSjrp New write-up: LONG $IAS - Integral Ad Science. Condensed thesis: Resilient biz model"
X Link 2025-09-24T15:35Z [---] followers, [---] engagements

"$SEMR - feels NICE to have a SaaS win this year. FINALLY. +45% from avg cost +35% from pitch date (07/19.) Next up is $FRSH and $FIVN $SEMR acquired by $ADBE for $12/share (P14 FY26 base case PT: $12/share). P14 explicitly called this scenario out in yesterdays 3Q25 update. Not surprised to see this- you cant have a mkt leader set to grow rev mid-teens trade at 2x sales for long. Consider subscribing https://t.co/YmzYp6fysJ $SEMR acquired by $ADBE for $12/share (P14 FY26 base case PT: $12/share). P14 explicitly called this scenario out in yesterdays 3Q25 update. Not surprised to see this- you"
X Link 2025-11-19T15:00Z [---] followers, [----] engagements

"New from P14: $TTGT - 3Q25 ER Update Thesis on track BUY the turnaround 3x upside to FY26 PT"
X Link 2025-11-24T16:17Z [---] followers, [---] engagements

"@CheapStockGuy would be funny if we get a $VRNT take-under situation here"
X Link 2025-11-25T17:06Z [---] followers, [---] engagements

"@sigmazerocap gotta look for the co with the greatest buyout optionality. Debt-free high cash % of mktcap can grow low DD for next [--] years some op income inflection. Cutting SBC alone in these names will result in a much higher valuation. $IAS (adtech) and $SEMR had it. $FRSH next i think"
X Link 2025-11-26T15:52Z [---] followers, [---] engagements

"@taobanker $ADBE $SPT $FIVN $FRSH. Last [--] are my buyout bets especially SPT"
X Link 2026-01-02T23:12Z [---] followers, [---] engagements

"$FIVN finally catching the right strays lol"
X Link 2026-01-27T03:30Z [---] followers, [---] engagements

"$QFIN - was indeed an overreaction +13% today Yet to find a credible source that explains the wash in chinese fintechs today ( $QFIN $FINV $LX). Can anyone link me a credible source that that mandates a 20% APR cap on consumer loans (this is the rumor) Think QFIN is attractive here Yet to find a credible source that explains the wash in chinese fintechs today ( $QFIN $FINV $LX). Can anyone link me a credible source that that mandates a 20% APR cap on consumer loans (this is the rumor) Think QFIN is attractive here"
X Link 2025-11-01T03:34Z [---] followers, [---] engagements

"New write-up: LONG $IAS - Integral Ad Science. Condensed thesis: Resilient biz model as advertisers shift to performance. Trades at a discount to $DV despite outperforming. Trades at 5.6x EBITDA w/ 110% upside as sentiment and multiples normalize. https://open.substack.com/pub/p14capital/p/long-ias-integral-ad-sciencer=54jnvg&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/p14capital/p/long-ias-integral-ad-sciencer=54jnvg&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2025-04-14T17:52Z [---] followers, [----] engagements

"@acidinvestments great thread here. Think both are cheap but $IAS has more upside. $IAS is taking share from $DV and is now growing top-line faster with significantly higher margins. Feel free to take a look at the write-ups (thesis & earnings) in my bio (free.) Happy to hear your thoughts"
X Link 2025-05-20T21:26Z [---] followers, [---] engagements

"publishing in a few I gotta say I have found a few underappreciated goldmines set to benefit from the recovering U.S. logistics cycle (avg mkt. cap is $767M) My next screen will be on logistics why I am bullish on the turning cycle in [----] and [--] stocks I believe to be beneficiaries of the theme. Feel free to reach out if youd like to discuss U.S. logistics My next screen will be on logistics why I am bullish on the turning cycle in [----] and [--] stocks I believe to be beneficiaries of the theme. Feel free to reach out if youd like to discuss U.S. logistics"
X Link 2026-01-18T20:18Z [---] followers, [---] engagements

"Interested in under-the-radar beneficiaries Check my latest screen (avg mkt cap: $767M) https://x.com/P14Capital/status/2013029619536969809s=20 This could be a significant catalyst for the freight market. The impacted region is one of the most important manufacturing and production centers in the world. Power outages and impassible roads will create significant supply chain issues. Orders will get backed up creating https://t.co/H4fr2rAMmF https://x.com/P14Capital/status/2013029619536969809s=20 This could be a significant catalyst for the freight market. The impacted region is one of the most"
X Link 2026-01-21T02:21Z [---] followers, [---] engagements

"@leevalueroach Check out my screen avg mkt cap is $767M some names have catalysts as soon as next week: https://x.com/P14Capital/status/2013029619536969809s=20 New: P14 Weekly Screen #8 - Logistics The cycle is turning. Are you well positioned - P14s [--] picks with mini-theses The broad thesis is free. With an avg market cap of $767M the [--] picks are under-the-radar beneficiaries that are yearning for your attention #Logistics https://t.co/PqLypOjDiu https://x.com/P14Capital/status/2013029619536969809s=20 New: P14 Weekly Screen #8 - Logistics The cycle is turning. Are you well positioned - P14s"
X Link 2026-01-21T16:10Z [---] followers, [---] engagements

"@Globalflows might be a stupid Q but your bull BTC thesis centers on the devaluation of the JPY right How is it then BTC is rallying as the JPY is strengthening today Thanks for all the great work"
X Link 2026-01-23T17:35Z [---] followers, [---] engagements

Topic Creators

https://lunarcrush.com/api4/public/topic/:topic/creators/v1

Get the top creators for a social topic

input parameters:

  • topic: Provide the topic to get details for. A topic must be all lower case and can only include letters, numbers, spaces, # and $. required

Example request:

curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/topic/bitcoin/creators/v1

Example response:

{
  "data": [
    {
      "creator_id": "twitter::1605310254085980161",
      "creator_name": "Bitcoin_Teddy",
      "creator_avatar": "https://pbs.twimg.com/profile_images/1739753415134138368/FrWHMAnb_200x200.jpg",
      "creator_followers": 74293,
      "creator_rank": 1,
      "interactions_24h": [-------]
    }
  ]
}

Schema:

  • creator_id: The [network]::[unique_id] for the influencer
  • creator_name: The unique screen name for the influencer
  • creator_avatar: The URL to the avatar for the creator
  • creator_followers: number of followers the account has
  • creator_rank: ranking based on all posts in the last [--] hours that have interactions
  • interactions_24h: Number of interactions in the last [--] hours

Category Creators

https://lunarcrush.com/api4/public/category/:category/creators/v1

Get the top creators for a social category

input parameters:

  • category: Provide the category to get details for. A category must be all lower case and can only include letters, numbers, and spaces. required

Example request:

curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/category/musicians/creators/v1

Example response:

{
  "data": [
    {
      "creator_id": "youtube::undefined",
      "creator_name": "airshowfansh",
      "creator_avatar": "https://yt3.ggpht.com/cUuwxYNRoYoO_rnBAgPbze39nOMI_rUq0pVmHiM-Fz40TsRDmv8gZcUxvqxLF_bsGzhdVu4u9A=s88-c-k-c0x00ffffff-no-rj",
      "creator_followers": 79600000,
      "creator_rank": 1,
      "interactions_24h": [---------]
    }
  ]
}

Schema:

  • creator_id: The [network]::[unique_id] for the influencer
  • creator_name: The unique screen name for the influencer
  • creator_avatar: The URL to the avatar for the creator
  • creator_followers: number of followers the account has
  • creator_rank: ranking based on all posts in the last [--] hours that have interactions
  • interactions_24h: Number of interactions in the last [--] hours

Creators List

https://lunarcrush.com/api4/public/creators/list/v1

Get a list of trending social creators over all of social based on interactions. To get lists of creators by category or topic see the topics and categories endpoints.

Example request:

curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creators/list/v1

Example response:

{
  "data": [
    {
      "creator_name": "elonmusk",
      "creator_display_name": "Elon Musk",
      "creator_id": "44196397",
      "creator_network": "twitter",
      "creator_avatar": "https://pbs.twimg.com/profile_images/2008546467615580160/57KcqsTA_200x200.jpg",
      "creator_followers": 234295750,
      "creator_posts": 3649,
      "creator_rank": 1,
      "interactions_24h": [---------]
    }
  ]
}

Schema:

  • creator_name: The unique screen name for the influencer
  • creator_display_name: The chosen display name for the influencer if available
  • creator_id: The [network]::[unique_id] for the influencer
  • creator_network: The social network for the post or influencer. We still refer to x as twitter out of developer preference.
  • creator_avatar: The URL to the avatar for the creator
  • creator_followers: number of followers the account has
  • creator_posts: total number of posts with interactions in the last [--] hours
  • creator_rank: ranking based on all posts in the last [--] hours that have interactions
  • interactions_24h: Number of interactions in the last [--] hours

Creator

https://lunarcrush.com/api4/public/creator/:network/:id/v1

Get detail information on a specific creator

input parameters:

  • network: Provide the network for the creator. One of twitter, youtube, instagram, reddit, or tiktok required
  • id: Provide the unique ID or screen name of the creator required

Example request:

curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creator/twitter/elonmusk/v1

Example response:

{
  "data": {
    "creator_id": "twitter::44196397",
    "creator_name": "elonmusk",
    "creator_display_name": "Elon Musk",
    "creator_avatar": "https://pbs.twimg.com/profile_images/2008546467615580160/57KcqsTA_200x200.jpg",
    "creator_followers": 234296337,
    "creator_rank": 2,
    "interactions_24h": 318539577,
    "topic_influence": [
      {
        "topic": "in the",
        "count": 294,
        "percent": 5.88,
        "rank": [--]
      }
    ],
    "top_community": [
      {
        "creator_name": "grok",
        "creator_display_name": "Grok",
        "creator_avatar": "https://pbs.twimg.com/profile_images/1893219113717342208/Vgg2hEPa_200x200.jpg",
        "count": [---]
      }
    ]
  }
}

Schema:

  • creator_id: The [network]::[unique_id] for the influencer
  • creator_name: The unique screen name for the influencer
  • creator_display_name: The chosen display name for the influencer if available
  • creator_avatar: The URL to the avatar for the creator
  • creator_followers: number of followers the account has
  • creator_rank: ranking based on all posts in the last [--] hours that have interactions
  • interactions_24h: Number of interactions in the last [--] hours
  • topic_influence: an array of social topics and the creators ranking on each topic
  • topic: LunarCrush social topic. Can only includes letters, numbers, spaces, #, and $
  • top_community: an array of the top accounts that have recently mentioned this creator or that this creator has mentioned

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing

creator/x::P14Capital
/creator/x::P14Capital