# ![@comeahnman Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::922349552.png) @comeahnman Isaac Ahn

Isaac Ahn posts on X about $u, lyft, $amzn, $gtlb the most. They currently have [---] followers and [--] posts still getting attention that total [--] engagements in the last [--] hours.

### Engagements: [--] [#](/creator/twitter::922349552/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::922349552/c:line/m:interactions.svg)

- [--] Month [-----] +2,790%
- [--] Months [-----] +151%
- [--] Year [-----] -7.60%

### Mentions: [--] [#](/creator/twitter::922349552/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::922349552/c:line/m:posts_active.svg)

- [--] Months [--] -90%
- [--] Year [--] -48%

### Followers: [---] [#](/creator/twitter::922349552/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::922349552/c:line/m:followers.svg)

- [--] Month [---] +0.76%
- [--] Months [---] +13%
- [--] Year [---] +33%

### CreatorRank: undefined [#](/creator/twitter::922349552/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::922349552/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  33.33% [technology brands](/list/technology-brands)  21.67% [finance](/list/finance)  10% [automotive brands](/list/automotive-brands)  5% [cryptocurrencies](/list/cryptocurrencies)  5% [celebrities](/list/celebrities)  3.33% [social networks](/list/social-networks)  1.67% [musicians](/list/musicians)  1.67% [mlb](/list/mlb)  1.67% [gaming](/list/gaming)  1.67%

**Social topic influence**
[$u](/topic/$u) 8.33%, [lyft](/topic/lyft) 6.67%, [$amzn](/topic/$amzn) 5%, [$gtlb](/topic/$gtlb) 5%, [meta](/topic/meta) 5%, [$bill](/topic/$bill) 5%, [$sbux](/topic/$sbux) 5%, [grow](/topic/grow) 3.33%, [$appf](/topic/$appf) 3.33%, [stocks](/topic/stocks) 3.33%

**Top accounts mentioned or mentioned by**
[@dalibali2](/creator/undefined) [@grok](/creator/undefined) [@luisvsanchez777](/creator/undefined) [@billackman](/creator/undefined) [@onodacapital1](/creator/undefined) [@permastonks](/creator/undefined) [@stocksavvyshay](/creator/undefined) [@conanthedetecto](/creator/undefined) [@onodacapital](/creator/undefined) [@amyung](/creator/undefined) [@stockmktnewz](/creator/undefined) [@zastocks](/creator/undefined) [@tintincapital](/creator/undefined) [@svtechie](/creator/undefined) [@conorsen](/creator/undefined) [@mariocibelli](/creator/undefined) [@hedgeyecomm](/creator/undefined) [@aschulz888](/creator/undefined) [@sawyermerritt](/creator/undefined) [@investwthicebox](/creator/undefined)

**Top assets mentioned**
[Unity Software Inc. (U)](/topic/$u) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [GitLab Inc. (GTLB)](/topic/$gtlb) [Bill.com Holdings, Inc. (BILL)](/topic/$bill) [Starbucks Corporation (SBUX)](/topic/$sbux) [AppFolio, Inc. Class A (APPF)](/topic/$appf) [Sea Limited (SE)](/topic/$se) [Metadium (META)](/topic/$meta) [Uber Technologies, Inc. (UBER)](/topic/uber) [Lyft, Inc. Class A Common Stock (LYFT)](/topic/$lyft) [Take-Two Interactive Software, Inc. (TTWO)](/topic/$ttwo) [Reddit, Inc.  (RDDT)](/topic/$rddt) [Snowflake Inc. (SNOW)](/topic/$snow) [Etsy Inc (ETSY)](/topic/$etsy) [4 (FOUR)](/topic/$four) [Tesla, Inc. (TSLA)](/topic/tesla) [GrokCoin (GROKCOIN)](/topic/grok) [Mobileye Global Inc. (MBLY)](/topic/$mbly) [fuboTV Inc. (FUBO)](/topic/$fubo) [HUBSPOT, INC. (HUBS)](/topic/$hubs) [Intuit Inc. (INTU)](/topic/$intu) [BlackLine, Inc. Common Stock (BL)](/topic/$bl) [Block, Inc. (XYZ)](/topic/$xyz) [monday.com Ltd. (MNDY)](/topic/$mndy) [Okta Inc (OKTA)](/topic/$okta)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$U Weak guidance coming from Grow segment despite Vector accelerating. Seems like IronSource is basically going to [--] (11% of Q4 grow revenue) which could be headwind for Q1 guidance. If so clearly a buy"  
[X Link](https://x.com/comeahnman/status/2021563377055871471)  2026-02-11T12:34Z [---] followers, [---] engagements


"From call: IronSource going to 6% of grow revenue in Q1 (from 11% in Q4)"  
[X Link](https://x.com/comeahnman/status/2021578678577012890)  2026-02-11T13:34Z [---] followers, [--] engagements


"$U Vector grew 72% in January [----] y-o-y"  
[X Link](https://x.com/comeahnman/status/2021588018851680412)  2026-02-11T14:11Z [---] followers, [---] engagements


"$U Guides for Vector to grow 10% sequentially in Q1"  
[X Link](https://x.com/comeahnman/status/2021588366869799175)  2026-02-11T14:13Z [---] followers, [---] engagements


"$U Vector expected to exit [----] at run-rate well over $1bn"  
[X Link](https://x.com/comeahnman/status/2021591510613901684)  2026-02-11T14:25Z [---] followers, [---] engagements


"Abundance of attractive stocks in the market $U $TTWO $SE $GTLB $SNOW $ADYEN $APPF $RDDT $AMZN $META unfortunately the flows/sentiment for these factors are heading the wrong way. Minefield to navigate for earnings"  
[X Link](https://x.com/comeahnman/status/2021971211434225877)  2026-02-12T15:34Z [---] followers, [---] engagements


"what did $ETSY say at Goldman"  
[X Link](https://x.com/comeahnman/status/1699495816875106324)  2023-09-06T18:52Z [---] followers, [---] engagements


"@permastonks @StockSavvyShay I think EV/EBITDA is relevant for this space since PE acquirers will base it on this metric. GTCR acquired Worldpay for 10x [----] EBITDA. Consolidation likely since entire sector getting blown up"  
[X Link](https://x.com/comeahnman/status/1717232980597658115)  2023-10-25T17:33Z [--] followers, [--] engagements


"@dalibali2 Jack would have to announce major cost initiatives (similar to Meta on Q4 earnings earlier this year) for the stock to work. I just don't think he cares enough about shareholders. Worst capital allocator in the payments space"  
[X Link](https://x.com/comeahnman/status/1717255408602304601)  2023-10-25T19:02Z [--] followers, [---] engagements


"@conanthedetecto @dalibali2 At least PYPL is profitable and buys back stock. Jack was hoodwinked by Jay-Z to buy Tidal"  
[X Link](https://x.com/comeahnman/status/1717258018545717649)  2023-10-25T19:13Z [--] followers, [--] engagements


"$META looking so juicy $AMZN god help us if AWS prints 10% tonight"  
[X Link](https://x.com/comeahnman/status/1717585477145096622)  2023-10-26T16:54Z [--] followers, [--] engagements


"@OnodaCapital $BILL"  
[X Link](https://x.com/comeahnman/status/1777708785546699205)  2024-04-09T14:42Z [---] followers, [---] engagements


"$BILL this was a massive beat. Stock should re-rate much higher especially if mgmt gives good color on FI channel take rate etc. So much fear going into this print and they just knocked it out of the park"  
[X Link](https://x.com/comeahnman/status/1786128469262549080)  2024-05-02T20:19Z [---] followers, [---] engagements


"@LuisVSanchez777 $SBUX"  
[X Link](https://x.com/comeahnman/status/1788334924766093457)  2024-05-08T22:27Z [---] followers, [--] engagements


"@amyung @LuisVSanchez777 it's definitely gotten more competitive but i think SBUX still iconic brand with an edge through their app. from a personal consumer standpoint most of the sbux locations i visit always seem to have a crowd (especially at airports)"  
[X Link](https://x.com/comeahnman/status/1788613488212095393)  2024-05-09T16:54Z [---] followers, [--] engagements


"@StockMKTNewz Seems time for @BillAckman to get involved in $SBUX again"  
[X Link](https://x.com/comeahnman/status/1791244844427534782)  2024-05-16T23:10Z [---] followers, [---] engagements


"@ZaStocks @BillAckman could see $LULU too i think. my bet is on $SBUX given history"  
[X Link](https://x.com/comeahnman/status/1798855581400465791)  2024-06-06T23:12Z [---] followers, [---] engagements


"@dalibali2 i dunno i feel like turo is turning into airbnb pricing wise. $120 list price to me is prob more like 160-180 all in"  
[X Link](https://x.com/comeahnman/status/1803789326997708999)  2024-06-20T13:57Z [---] followers, [---] engagements


"Between this and Kuiper I'm re-thinking my $AMZN long Travis and Jason Kelce have signed a reported $100 million podcast deal with Amazon $AMZN. Travis and Jason Kelce have signed a reported $100 million podcast deal with Amazon $AMZN"  
[X Link](https://x.com/comeahnman/status/1828817083809063042)  2024-08-28T15:29Z [---] followers, [---] engagements


"@Tintincapital @sv_techie I hear you. SBC is always tough with these names but risk reward seems attractive now as sentiment for this is still so low and rates will act as tailwind"  
[X Link](https://x.com/comeahnman/status/1828925235430863098)  2024-08-28T22:38Z [---] followers, [--] engagements


"@conorsen [------] - 10.475bn Revenue not EPS. lmao. EPS they guided down to 13.95-14.15. nice try though"  
[X Link](https://x.com/comeahnman/status/1829251523869847734)  2024-08-29T20:15Z [---] followers, [--] engagements


"@mario_cibelli $APPF"  
[X Link](https://x.com/comeahnman/status/1846665456532574520)  2024-10-16T21:32Z [--] followers, [---] engagements


"$PINS Q3 rev growth "north of 20%" excluding F&B advertisers which continues to be weak Still early days for Perf+ which they expect to have meaningful impact beginning 1H25 WAU/MAU ratio continues to get better"  
[X Link](https://x.com/comeahnman/status/1854654753382580588)  2024-11-07T22:38Z [---] followers, [---] engagements


"@HedgeyeComm Tough with $PINS. In hindsight should've been more careful as comps get tough but thought that was priced at this valuation"  
[X Link](https://x.com/comeahnman/status/1854658972646871507)  2024-11-07T22:55Z [---] followers, [---] engagements


"@ASchulz888 Concentration of economy in 2-3 companies (about 20% of gdp in just Samsung). Shrinking population. Horrible capital allocation by many local mgmt. teams (hoards of cash just sitting on balance sheets) who ignore investors"  
[X Link](https://x.com/comeahnman/status/1857162886000640423)  2024-11-14T20:45Z [---] followers, [--] engagements


"@SawyerMerritt BMW brooklyn grey"  
[X Link](https://x.com/comeahnman/status/1861481518650270164)  2024-11-26T18:45Z [---] followers, [--] engagements


"$FOUR CEO always loved space more than payments"  
[X Link](https://x.com/comeahnman/status/1864400267581772180)  2024-12-04T20:03Z [--] followers, [---] engagements


"@InvestWthIcebox @Uber what if Tesla just buys LYFT how would that change your thesis if at all"  
[X Link](https://x.com/comeahnman/status/1865493810433949863)  2024-12-07T20:29Z [--] followers, [--] engagements


"@ShortsellerST $DOCU $PYPL $ZM"  
[X Link](https://x.com/comeahnman/status/1865498624496668707)  2024-12-07T20:48Z [--] followers, [---] engagements


"CyberSUV concept Image by @grok. Please @elonmusk"  
[X Link](https://x.com/comeahnman/status/1866245998890348681)  2024-12-09T22:18Z [--] followers, [--] engagements


"@wolfofharcourt isn't that expensive for a bank what's the P/B"  
[X Link](https://x.com/comeahnman/status/1870538117985562928)  2024-12-21T18:33Z [---] followers, [---] engagements


"@Hyundai is the charge port located on correct side of vehicle doesnt look like it"  
[X Link](https://x.com/comeahnman/status/1871325088299258190)  2024-12-23T22:40Z [---] followers, [---] engagements


"@quantian1 $MBLY"  
[X Link](https://x.com/comeahnman/status/1871665181337759926)  2024-12-24T21:12Z [---] followers, [---] engagements


"@anni_sen @DGretta_Author stabilization of Pepsi business so that revenue growth closely aligns with end demand"  
[X Link](https://x.com/comeahnman/status/1882504632397934997)  2025-01-23T19:04Z [--] followers, [---] engagements


"@unusual_whales not helping $MTCH"  
[X Link](https://x.com/comeahnman/status/1884700378513686830)  2025-01-29T20:29Z [--] followers, [--] engagements


"$UBER $PYPL FCF machines buying back lots of stock. BTD"  
[X Link](https://x.com/comeahnman/status/1887170243283595530)  2025-02-05T16:03Z [--] followers, [---] engagements


"@unciacapital how come only up 2% just doesn't move much on earnings"  
[X Link](https://x.com/comeahnman/status/1894794878493827543)  2025-02-26T17:01Z [---] followers, [--] engagements


"$LYFT $11.75 = $5.2bn market cap with $1.0bn cash on balance sheet (800 million after recent deal). $4.2 bn EV and 5.5x LTM FCF. What's the downside here I hated the deal b/c think company should buyback aggressively. But stock so cheap still. @davidrisher"  
[X Link](https://x.com/comeahnman/status/1915413788683276295)  2025-04-24T14:33Z [---] followers, [--] engagements


"@qthomp @profplum99 @t_xu @_Andrew_Stein I thought DASH would acquire LYFT as well. Not anymore. A lot to digest now with Deliveroo + SevenRooms. Too bad. LYFT would've been massively accretive"  
[X Link](https://x.com/comeahnman/status/1920588298935845295)  2025-05-08T21:15Z [---] followers, [---] engagements


"@HedgeyeTech @infinityasset what do you think about clickhouse valuation"  
[X Link](https://x.com/comeahnman/status/1920915441683214712)  2025-05-09T18:55Z [---] followers, [--] engagements


"@onodacapital1 great list. $FUBO"  
[X Link](https://x.com/comeahnman/status/1945997415640940683)  2025-07-18T00:01Z [---] followers, [---] engagements


"@onodacapital1 despite spend & expense (Divvy) growing nicely i think market will always discount BILL due to Ramp. BILL should just go private. Xero/Melio provides a nice valuation comp but BILL just gets no love in public market"  
[X Link](https://x.com/comeahnman/status/1947015830971334778)  2025-07-20T19:28Z [---] followers, [---] engagements


"@vader7x think they need to just sell. absolutely [--] love from public markets. got no bid post trump sell off in April despite fintech stocks doing well. time to go private"  
[X Link](https://x.com/comeahnman/status/1951368416729899226)  2025-08-01T19:44Z [---] followers, [--] engagements


"@WaterworldCapi1 $HUBS"  
[X Link](https://x.com/comeahnman/status/1955701707998159016)  2025-08-13T18:43Z [---] followers, [---] engagements


"@YahooFantasy @grok can you make the same chart but for RB1"  
[X Link](https://x.com/comeahnman/status/1960718439578001737)  2025-08-27T14:57Z [---] followers, [--] engagements


"$BILL AP/AR transaction fee growth accelerated to 15% in FQ4 (from 10% in FQ3). Spend & Expense growth 19% in FQ4 (21% in FQ3). Guidance a little light but with $300mm buyback and decent Q think stock should be fine given extremely shitty sentiment"  
[X Link](https://x.com/comeahnman/status/1960804032681009633)  2025-08-27T20:38Z [---] followers, [---] engagements


""In Bill's prepared remarks he talked about some of the changes that Ian's making in go to market after he's been here one quarter. So just to be prudent as we sort of set the foundation up for next year we held guidance at the same for the full year." $GTLB"  
[X Link](https://x.com/comeahnman/status/1963354169261395996)  2025-09-03T21:31Z [---] followers, [---] engagements


"$INTU investor day. what a snooze fest"  
[X Link](https://x.com/comeahnman/status/1968710052425969882)  2025-09-18T16:13Z [---] followers, [--] engagements


"$BL finally time to sell @jessecohn4"  
[X Link](https://x.com/comeahnman/status/1889728058598297782)  2025-02-12T17:27Z [---] followers, [---] engagements


"back in $BILL $XYZ cant help myself i love fintech shitcos"  
[X Link](https://x.com/comeahnman/status/1893394123169706228)  2025-02-22T20:15Z [---] followers, [--] engagements


"@fowleri25kia @FowlerAuto @grok can you generate image of what his new model could look like based on these [--] images"  
[X Link](https://x.com/comeahnman/status/1981072268160868563)  2025-10-22T18:56Z [---] followers, [--] engagements


"@Crussian17 what happens if AWS is in-line Jassy sounds like a flat turd again and retail misses"  
[X Link](https://x.com/comeahnman/status/1983976921496224121)  2025-10-30T19:18Z [---] followers, [--] engagements


"great write up on $MNDY Way underfollowed: former Accel-KKR Associate (and Detroit Tigers player) doing really in-depth software writeups @LewistownCap Just released this one on $MNDY https://t.co/5HwS1BWELJ Way underfollowed: former Accel-KKR Associate (and Detroit Tigers player) doing really in-depth software writeups @LewistownCap Just released this one on $MNDY https://t.co/5HwS1BWELJ"  
[X Link](https://x.com/comeahnman/status/1991205444120186967)  2025-11-19T18:02Z [---] followers, [---] engagements


"$U https://stratechery.com/2025/an-interview-with-unity-ceo-matthew-bromberg-about-turnarounds/ $U turnaround continues up 10% on Fortnite partnership New CEO interview w/ @benthompson was great. History of fixing distressed video game assets. Seems super humble "You can turn everything around just by authentic application of effort and an understanding of the issues" https://t.co/abqfS885OS https://stratechery.com/2025/an-interview-with-unity-ceo-matthew-bromberg-about-turnarounds/ $U turnaround continues up 10% on Fortnite partnership New CEO interview w/ @benthompson was great. History of"  
[X Link](https://x.com/comeahnman/status/1991212801948545256)  2025-11-19T18:31Z [---] followers, [---] engagements


"$SE $GTLB getting ridic cheap here backing up the truck"  
[X Link](https://x.com/comeahnman/status/1991897753702785133)  2025-11-21T15:53Z [---] followers, [---] engagements


"@dictionaryhill Agreed. the last refresh was so weak. I test drove the gravity (GT [--] seater) though and you can definitely feel the weight of the car. The X is significantly lighter and its immediately obvious. Some of the luxury features of the gravity (like rear wheel steering) amazing tho"  
[X Link](https://x.com/comeahnman/status/1992267560969269603)  2025-11-22T16:22Z [---] followers, [--] engagements


"@SqueezeKid @jack revenue for XYZ is not the right metric since it captures their very low gross margin btc revenue. gross profit is a better proxy for revenue"  
[X Link](https://x.com/comeahnman/status/1993429028511072277)  2025-11-25T21:18Z [---] followers, [---] engagements


"@akramsrazor good for $OKTA"  
[X Link](https://x.com/comeahnman/status/1995880008485929178)  2025-12-02T15:37Z [---] followers, [----] engagements


"@EventDrivenEddy @P_Remarks 29% to 25% to 19%. I think a lot of people (myself included) had higher expects for Q4 guide dead money now"  
[X Link](https://x.com/comeahnman/status/1996003710317854830)  2025-12-02T23:49Z [---] followers, [---] engagements


"@WillNWNE @niccruzpatane you can short $LYFT right now"  
[X Link](https://x.com/comeahnman/status/2000971980271706438)  2025-12-16T16:51Z [---] followers, [--] engagements

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