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# ![@SCapStrategist Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1928027116668428289.png) @SCapStrategist TSCS

TSCS posts on X about $andr, stocks, if you, mkt cap the most. They currently have XXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.

### Engagements: XXX [#](/creator/twitter::1928027116668428289/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1928027116668428289/c:line/m:interactions.svg)

- X Week XXXXX -XX%
- X Month XXXXXX +93%

### Mentions: X [#](/creator/twitter::1928027116668428289/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1928027116668428289/c:line/m:posts_active.svg)

- X Week XX -XX%
- X Month XX -XXXX%

### Followers: XXX [#](/creator/twitter::1928027116668428289/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1928027116668428289/c:line/m:followers.svg)

- X Week XXX +3.20%
- X Month XXX +28%

### CreatorRank: XXXXXXXXX [#](/creator/twitter::1928027116668428289/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1928027116668428289/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  [stocks](/list/stocks)  [cryptocurrencies](/list/cryptocurrencies) 

**Social topic influence**
[$andr](/topic/$andr), [stocks](/topic/stocks), [if you](/topic/if-you), [mkt cap](/topic/mkt-cap), [owns](/topic/owns) #282, [$acp](/topic/$acp), [bio](/topic/bio), [$csu](/topic/$csu), [$andrvi](/topic/$andrvi), [company](/topic/company)

**Top assets mentioned**
[abrdn Income Credit Strategies Fund (ACP)](/topic/$acp) [SPDR S&P XXX ETF Trust (SPY)](/topic/$spy) [SPX6900 (SPX)](/topic/$spx) [Investin (IVN)](/topic/$ivn) [Carvana Co. (CVNA)](/topic/$cvna)
### Top Social Posts
Top posts by engagements in the last XX hours

"Overlooked gem $ACP is set for a massive re-rating. Constellation's Topicus just took a stake bringing "magnetic hurdle rates" to a VMS powerhouse with high switching costs & XX% recurring revenue. Full analysis link in bio. #ValueInvesting #Software #ConstellationSoftware #Asseco #WSE $CSU"  
[X Link](https://x.com/SCapStrategist/status/1974631955351081349)  2025-10-05T00:25Z XXX followers, XXX engagements


"@evfcfaddict Thank you so much for the mention $ANDR.VI is for sure a solid company"  
[X Link](https://x.com/SCapStrategist/status/1975566958860063203)  2025-10-07T14:20Z XXX followers, 1247 engagements


"$ANDR is an undervalued industrial gem that's quietly pivoting to Green Tech. Our deep-dive shows an excellent margin of safety and huge upside potential as the market re-rates its valuation. Full report link in profile #Investing #ValueInvesting #Stocks #StockMarket #GreenTech"  
[X Link](https://x.com/SCapStrategist/status/1976053450808168719)  2025-10-08T22:33Z XXX followers, 3141 engagements


"Andritz just validated the whole thesis. Orders surging backlog near records margins steady and the service model proving its strength. Hydropower and green-transition wins only add to the momentum. If you missed our deep dive nows the time to read it. $ANDR #ANDR"  
[X Link](https://x.com/SCapStrategist/status/1994438753004212686)  2025-11-28T16:10Z XXX followers, XXX engagements


"@KobeissiLetter Concentration like this is what you get when the market becomes an index fund. 401k flows go into cap weighted indices indices funnel XX% of US mkt cap into the same XXX tickers and every dollar chases the same names while the rest of the market evaporates"  
[X Link](https://x.com/SCapStrategist/status/1996279541178737052)  2025-12-03T18:05Z XXX followers, XXX engagements


"Concentration like this is what you get when the market becomes an index fund. 401k flows go into cap weighted indices indices funnel XX% of US mkt cap into the same XXX tickers and every dollar chases the same names while the rest of the market evaporates. A THREAD 👇 $SPY $SPX $QQQ $IWM $IVV $VOO #MarketCrash #recession"  
[X Link](https://x.com/SCapStrategist/status/1996282483768430962)  2025-12-03T18:16Z XXX followers, XXX engagements


"Ivanhoe just powered on Africa's largest copper smelter and finally showed what Kamoa-Kakula will really produce in 2026 and 2027. If you are long copper or AI data centers and ignore extraction ratios and DRC risk you are flying blind. #copper $IVN"  
[X Link](https://x.com/SCapStrategist/status/1996954059178115431)  2025-12-05T14:45Z XXX followers, XXX engagements


"THE QUIET RISK IN EVERY INDEX FUND Everyone argues about valuations but almost nobody looks at the mechanics. The passive era didnt just change who owns stocks it changed how prices are made. Heres the part people usually miss. A huge share of equity price discovery no longer comes from earnings or fundamentals. It comes from flows hitting a market that has become structurally inelastic. Every dollar that enters or exits now moves roughly five dollars of market cap. That isnt a model. Its what the data shows. With more than half the equity market passive buying and selling is driven by"  
[X Link](https://x.com/SCapStrategist/status/1995474140661207047)  2025-12-01T12:44Z XXX followers, XXX engagements


"Carvana is about to join the S&P XXX while XX% of its profits come from flipping subprime auto loans and booking lifetime gains upfront. In our deep dive we lay out why this isnt a turnaround its a fragility engine: Record profitability driven by gainonsale accounting and subprime paper that someone else has to hold A debt stack stuffed with PIK and maturities that dont work if ABS demand blinks A control shareholder who has already extracted billions in stock sales while regulatory and legal risk keeps mounting If youre long CVNA because of the S&P XXX inclusion or memestock momentum read"  
[X Link](https://x.com/SCapStrategist/status/1997630022232756708)  2025-12-07T11:31Z XXX followers, XXX engagements


"THE $XX BILLION GEOLOGICAL HOSTAGE Ivanhoe Mines owns the best copper asset on earth. But they just admitted their "growth engine" is broken until 2027. The market sees a "mining stock" oscillating with copper prices. We see a collision between a geological freak of nature and the fragility of engineering models. Here is the operational nightmare nobody is pricing in correctly. The May 2025 "seismic event" was not an act of God. It was a calculation error. The backfill failed to take the stress. The pillars yielded. The mine flooded. This effectively invalidated the XX% extraction ratio"  
[X Link](https://x.com/SCapStrategist/status/1998683062394040520)  2025-12-10T09:15Z XXX followers, XXX engagements

[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@SCapStrategist Avatar @SCapStrategist TSCS

TSCS posts on X about $andr, stocks, if you, mkt cap the most. They currently have XXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.

Engagements: XXX #

Engagements Line Chart

  • X Week XXXXX -XX%
  • X Month XXXXXX +93%

Mentions: X #

Mentions Line Chart

  • X Week XX -XX%
  • X Month XX -XXXX%

Followers: XXX #

Followers Line Chart

  • X Week XXX +3.20%
  • X Month XXX +28%

CreatorRank: XXXXXXXXX #

CreatorRank Line Chart

Social Influence

Social category influence finance stocks cryptocurrencies

Social topic influence $andr, stocks, if you, mkt cap, owns #282, $acp, bio, $csu, $andrvi, company

Top assets mentioned abrdn Income Credit Strategies Fund (ACP) SPDR S&P XXX ETF Trust (SPY) SPX6900 (SPX) Investin (IVN) Carvana Co. (CVNA)

Top Social Posts

Top posts by engagements in the last XX hours

"Overlooked gem $ACP is set for a massive re-rating. Constellation's Topicus just took a stake bringing "magnetic hurdle rates" to a VMS powerhouse with high switching costs & XX% recurring revenue. Full analysis link in bio. #ValueInvesting #Software #ConstellationSoftware #Asseco #WSE $CSU"
X Link 2025-10-05T00:25Z XXX followers, XXX engagements

"@evfcfaddict Thank you so much for the mention $ANDR.VI is for sure a solid company"
X Link 2025-10-07T14:20Z XXX followers, 1247 engagements

"$ANDR is an undervalued industrial gem that's quietly pivoting to Green Tech. Our deep-dive shows an excellent margin of safety and huge upside potential as the market re-rates its valuation. Full report link in profile #Investing #ValueInvesting #Stocks #StockMarket #GreenTech"
X Link 2025-10-08T22:33Z XXX followers, 3141 engagements

"Andritz just validated the whole thesis. Orders surging backlog near records margins steady and the service model proving its strength. Hydropower and green-transition wins only add to the momentum. If you missed our deep dive nows the time to read it. $ANDR #ANDR"
X Link 2025-11-28T16:10Z XXX followers, XXX engagements

"@KobeissiLetter Concentration like this is what you get when the market becomes an index fund. 401k flows go into cap weighted indices indices funnel XX% of US mkt cap into the same XXX tickers and every dollar chases the same names while the rest of the market evaporates"
X Link 2025-12-03T18:05Z XXX followers, XXX engagements

"Concentration like this is what you get when the market becomes an index fund. 401k flows go into cap weighted indices indices funnel XX% of US mkt cap into the same XXX tickers and every dollar chases the same names while the rest of the market evaporates. A THREAD 👇 $SPY $SPX $QQQ $IWM $IVV $VOO #MarketCrash #recession"
X Link 2025-12-03T18:16Z XXX followers, XXX engagements

"Ivanhoe just powered on Africa's largest copper smelter and finally showed what Kamoa-Kakula will really produce in 2026 and 2027. If you are long copper or AI data centers and ignore extraction ratios and DRC risk you are flying blind. #copper $IVN"
X Link 2025-12-05T14:45Z XXX followers, XXX engagements

"THE QUIET RISK IN EVERY INDEX FUND Everyone argues about valuations but almost nobody looks at the mechanics. The passive era didnt just change who owns stocks it changed how prices are made. Heres the part people usually miss. A huge share of equity price discovery no longer comes from earnings or fundamentals. It comes from flows hitting a market that has become structurally inelastic. Every dollar that enters or exits now moves roughly five dollars of market cap. That isnt a model. Its what the data shows. With more than half the equity market passive buying and selling is driven by"
X Link 2025-12-01T12:44Z XXX followers, XXX engagements

"Carvana is about to join the S&P XXX while XX% of its profits come from flipping subprime auto loans and booking lifetime gains upfront. In our deep dive we lay out why this isnt a turnaround its a fragility engine: Record profitability driven by gainonsale accounting and subprime paper that someone else has to hold A debt stack stuffed with PIK and maturities that dont work if ABS demand blinks A control shareholder who has already extracted billions in stock sales while regulatory and legal risk keeps mounting If youre long CVNA because of the S&P XXX inclusion or memestock momentum read"
X Link 2025-12-07T11:31Z XXX followers, XXX engagements

"THE $XX BILLION GEOLOGICAL HOSTAGE Ivanhoe Mines owns the best copper asset on earth. But they just admitted their "growth engine" is broken until 2027. The market sees a "mining stock" oscillating with copper prices. We see a collision between a geological freak of nature and the fragility of engineering models. Here is the operational nightmare nobody is pricing in correctly. The May 2025 "seismic event" was not an act of God. It was a calculation error. The backfill failed to take the stress. The pillars yielded. The mine flooded. This effectively invalidated the XX% extraction ratio"
X Link 2025-12-10T09:15Z XXX followers, XXX engagements

creator/x::SCapStrategist
/creator/x::SCapStrategist