[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.] #  @dcurras1 Nikotes Nikotes posts on X about $csu, $csuto, build a, $toiv the most. They currently have XXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::1363880522355793924/interactions)  - X Week XXXXXX +1% - X Month XXXXXX +95% - X Months XXXXXXX +20% - X Year XXXXXXX +1,099% ### Mentions: XX [#](/creator/twitter::1363880522355793924/posts_active)  - X Week XX -XX% - X Month XX +19% - X Months XXX -XX% - X Year XXX +686% ### Followers: XXX [#](/creator/twitter::1363880522355793924/followers)  - X Week XXX +3.20% - X Month XXX +13% - X Months XXX +121% - X Year XXX +51% ### CreatorRank: XXXXXXX [#](/creator/twitter::1363880522355793924/influencer_rank)  ### Social Influence [#](/creator/twitter::1363880522355793924/influence) --- **Social category influence** [stocks](/list/stocks) XXXX% [technology brands](/list/technology-brands) XXXX% [countries](/list/countries) XXXX% **Social topic influence** [$csu](/topic/$csu) #2, [$csuto](/topic/$csuto) #3, [build a](/topic/build-a) #1755, [$toiv](/topic/$toiv) #1, [$lmnv](/topic/$lmnv) #1, [$nvda](/topic/$nvda) 1.95%, [$msft](/topic/$msft) #177, [msft](/topic/msft) #127, [deep dive](/topic/deep-dive) #147, [$isrg](/topic/$isrg) #4 **Top accounts mentioned or mentioned by** [@kairospraxis](/creator/undefined) [@thescepticalre1](/creator/undefined) [@durablecreators](/creator/undefined) [@investinjapan](/creator/undefined) [@invesquotes](/creator/undefined) [@chipsandwafers](/creator/undefined) [@bg2pod](/creator/undefined) [@redshirtinsight](/creator/undefined) [@berkelkip](/creator/undefined) [@etoroitalia](/creator/undefined) [@findingmoats](/creator/undefined) [@ikkenospes](/creator/undefined) [@ryenotberben](/creator/undefined) [@mustafasuleyman](/creator/undefined) [@wtcm3](/creator/undefined) [@itsdanielwu](/creator/undefined) [@theeconomist](/creator/undefined) [@investsmart94](/creator/undefined) [@joinyellowbrick](/creator/undefined) **Top assets mentioned** [NVIDIA Corp. (NVDA)](/topic/$nvda) [Microsoft Corp. (MSFT)](/topic/$msft) [Intuitive Surgical, Inc. (ISRG)](/topic/$isrg) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Copart, Inc. (CPRT)](/topic/$cprt) [Arista Networks Inc (ANET)](/topic/$anet) [Artificial Intelligence (AI4)](/topic/$ai4) [Axon Enterprise, Inc. (AXON)](/topic/$axon) [TransDigm Group, Inc. (TDG)](/topic/$tdg) [MercadoLibre Inc (MELI)](/topic/$meli) ### Top Social Posts [#](/creator/twitter::1363880522355793924/posts) --- Top posts by engagements in the last XX hours "@KairosPraxis Looks like a new 800GB AI-first networking challenger is coming for $ANET and $NVDA. Those protein-rich fiber optics might actually be the real gem 👀" [X Link](https://x.com/dcurras1/status/1976326974806294712) [@dcurras1](/creator/x/dcurras1) 2025-10-09T16:40Z XXX followers, XXX engagements "Meanwhile $AMZN is trying to fight the AI war with limited in-house talent and a 2nd-gen Trainium chip vs. $NVDAs decades of specialization & $GOOG 's AI pioneers with 10+ years of TPU experience. At least $MSFT knows its lane: buying $NVDA GPUs like theres no tomorrow" [X Link](https://x.com/dcurras1/status/1978838715867828695) [@dcurras1](/creator/x/dcurras1) 2025-10-16T15:01Z XXX followers, XXX engagements "Jensen Huang: "In the next X years one of the things that is really cool that's going to get solved is the fusion of artificial intelligence and mechatronics robotics. we're all going to grow up with our own R2-D2."" [X Link](https://x.com/dcurras1/status/1974556571788329145) [@dcurras1](/creator/x/dcurras1) 2025-10-04T19:25Z XXX followers, XXX engagements "First installment of a Constellation Software $CSU $CSU.TO trilogy is live. In this opening piece I dive into CSUs capital allocation outlook and explore whether Mark Leonard and team can sustain their high returns into the 5-10 years. 🔗 Full write-up in the thread below" [X Link](https://x.com/dcurras1/status/1958513904008470555) [@dcurras1](/creator/x/dcurras1) 2025-08-21T12:57Z XXX followers, 7130 engagements "$CPRT Will need to dig into this but if true it's definitely a red flag" [X Link](https://x.com/dcurras1/status/1965765312609210474) [@dcurras1](/creator/x/dcurras1) 2025-09-10T13:12Z XXX followers, XXX engagements "When does this go from untouchable to expensive 650-675$ $AXON" [X Link](https://x.com/dcurras1/status/1977827557203755120) [@dcurras1](/creator/x/dcurras1) 2025-10-13T20:03Z XXX followers, XXX engagements "Deep Dive Brief: How to Build a DCF for Serial Acquirers Like Constellation Software - Part #3 It includes models for both $CSU and spin-offs $TOI.V $LMN.V 🔗 Full article in the thread below" [X Link](https://x.com/dcurras1/status/1975890440546316380) [@dcurras1](/creator/x/dcurras1) 2025-10-08T11:46Z XXX followers, 3434 engagements "@KairosPraxis Give me this and I will say thank you once to Andy" [X Link](https://x.com/dcurras1/status/1978430952125722975) [@dcurras1](/creator/x/dcurras1) 2025-10-15T12:01Z XXX followers, XX engagements "$CPRT Q425 earnings digest is out. Headline: Profitability Shines Volume Softness. My takeaway from the call: mgmt doubled down on what makes Copart unbeatable - superior auction liquidity. CEO Jeff Liaw highlighted this moat throughout the CC. 🔗 Full article in profile" [X Link](https://x.com/dcurras1/status/1963916701210382703) [@dcurras1](/creator/x/dcurras1) 2025-09-05T10:46Z XXX followers, 2245 engagements "$MSFT Satya is no bum" [X Link](https://x.com/dcurras1/status/1978426423581819252) [@dcurras1](/creator/x/dcurras1) 2025-10-15T11:43Z XXX followers, XXX engagements "$TDG . Bla bla bla. 🐐" [X Link](https://x.com/dcurras1/status/1971999059700564407) [@dcurras1](/creator/x/dcurras1) 2025-09-27T18:03Z XXX followers, XXX engagements "$CSU $CSU.TO + $TOI.V $LMN.V Execution execution execution. Cc: Mark Miller" [X Link](https://x.com/dcurras1/status/1978910936342630621) [@dcurras1](/creator/x/dcurras1) 2025-10-16T19:48Z XXX followers, 4829 engagements "$CSU $CSU.TO $TOI.V The AI has spoken" [X Link](https://x.com/dcurras1/status/1978912086580236402) [@dcurras1](/creator/x/dcurras1) 2025-10-16T19:53Z XXX followers, 3773 engagements "Everything everywhere all at once. by $MELI" [X Link](https://x.com/dcurras1/status/1975496493084860709) [@dcurras1](/creator/x/dcurras1) 2025-10-07T09:40Z XXX followers, 1468 engagements "Third chapter of the $CSU.TO trilogy is already out. Topic: How to build a DCF for serial acquirers using ROIC and reinvestment rate as input assumptions (free to read). Both Models for CSU and spin-offs are available for download (subscribers). 🔗 Find it in my profile" [X Link](https://x.com/dcurras1/status/1976353211746546068) [@dcurras1](/creator/x/dcurras1) 2025-10-09T18:24Z XXX followers, 4356 engagements "A more fundamental approach: ROIC & Reinvestment Rate-Driven DCF. Practical guide + example with $CSU $CSU.TO Includes downloadable models for CSU and its spin-offs (Topicus and Lumine Group). 🔗 Link in thread or profile" [X Link](https://x.com/dcurras1/status/1976653416320639321) [@dcurras1](/creator/x/dcurras1) 2025-10-10T14:17Z XXX followers, 1086 engagements "The third (and final) chapter of the $CSU.TO $CSU trilogy is on the way. Well break down how to build a DCF for serial acquirers like CSU driven by ROIC and reinvestment rates instead of the usual revenue/margin assumptions. Also coming in October: A Deep Dive Brief on $ISRG" [X Link](https://x.com/dcurras1/status/1973734958792646819) [@dcurras1](/creator/x/dcurras1) 2025-10-02T13:00Z XXX followers, 7270 engagements "The real question for $AMZN is whether the Trainium bet pays off. If it doesnt expect continued underperformance vs $MSFT and $GOOG for the foreseeable future" [X Link](https://x.com/dcurras1/status/1978427346899124432) [@dcurras1](/creator/x/dcurras1) 2025-10-15T11:46Z XXX followers, XXX engagements "Intuitive Surgical Deep Dive Brief dropping this weekend. 🔹 Visionaries behind a new frontier in Health-Tech: Surgical Robotics. 🔹 A blend of moat business model and growth runway priced steeply but maybe for a reason. Heres a preview. Free to read for two weeks 😉 $ISRG" [X Link](https://x.com/dcurras1/status/1979155982677647450) [@dcurras1](/creator/x/dcurras1) 2025-10-17T12:02Z XXX followers, 1051 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.]
@dcurras1 Nikotes
Nikotes posts on X about $csu, $csuto, build a, $toiv the most. They currently have XXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.
Engagements: XXXXX #
- X Week XXXXXX +1%
- X Month XXXXXX +95%
- X Months XXXXXXX +20%
- X Year XXXXXXX +1,099%
Mentions: XX #
- X Week XX -XX%
- X Month XX +19%
- X Months XXX -XX%
- X Year XXX +686%
Followers: XXX #
- X Week XXX +3.20%
- X Month XXX +13%
- X Months XXX +121%
- X Year XXX +51%
CreatorRank: XXXXXXX #
Social Influence #
Social category influence stocks XXXX% technology brands XXXX% countries XXXX%
Social topic influence $csu #2, $csuto #3, build a #1755, $toiv #1, $lmnv #1, $nvda 1.95%, $msft #177, msft #127, deep dive #147, $isrg #4
Top accounts mentioned or mentioned by @kairospraxis @thescepticalre1 @durablecreators @investinjapan @invesquotes @chipsandwafers @bg2pod @redshirtinsight @berkelkip @etoroitalia @findingmoats @ikkenospes @ryenotberben @mustafasuleyman @wtcm3 @itsdanielwu @theeconomist @investsmart94 @joinyellowbrick
Top assets mentioned NVIDIA Corp. (NVDA) Microsoft Corp. (MSFT) Intuitive Surgical, Inc. (ISRG) Amazon.com, Inc. (AMZN) Alphabet Inc Class A (GOOGL) Copart, Inc. (CPRT) Arista Networks Inc (ANET) Artificial Intelligence (AI4) Axon Enterprise, Inc. (AXON) TransDigm Group, Inc. (TDG) MercadoLibre Inc (MELI)
Top Social Posts #
Top posts by engagements in the last XX hours
"@KairosPraxis Looks like a new 800GB AI-first networking challenger is coming for $ANET and $NVDA. Those protein-rich fiber optics might actually be the real gem 👀"
X Link @dcurras1 2025-10-09T16:40Z XXX followers, XXX engagements
"Meanwhile $AMZN is trying to fight the AI war with limited in-house talent and a 2nd-gen Trainium chip vs. $NVDAs decades of specialization & $GOOG 's AI pioneers with 10+ years of TPU experience. At least $MSFT knows its lane: buying $NVDA GPUs like theres no tomorrow"
X Link @dcurras1 2025-10-16T15:01Z XXX followers, XXX engagements
"Jensen Huang: "In the next X years one of the things that is really cool that's going to get solved is the fusion of artificial intelligence and mechatronics robotics. we're all going to grow up with our own R2-D2.""
X Link @dcurras1 2025-10-04T19:25Z XXX followers, XXX engagements
"First installment of a Constellation Software $CSU $CSU.TO trilogy is live. In this opening piece I dive into CSUs capital allocation outlook and explore whether Mark Leonard and team can sustain their high returns into the 5-10 years. 🔗 Full write-up in the thread below"
X Link @dcurras1 2025-08-21T12:57Z XXX followers, 7130 engagements
"$CPRT Will need to dig into this but if true it's definitely a red flag"
X Link @dcurras1 2025-09-10T13:12Z XXX followers, XXX engagements
"When does this go from untouchable to expensive 650-675$ $AXON"
X Link @dcurras1 2025-10-13T20:03Z XXX followers, XXX engagements
"Deep Dive Brief: How to Build a DCF for Serial Acquirers Like Constellation Software - Part #3 It includes models for both $CSU and spin-offs $TOI.V $LMN.V 🔗 Full article in the thread below"
X Link @dcurras1 2025-10-08T11:46Z XXX followers, 3434 engagements
"@KairosPraxis Give me this and I will say thank you once to Andy"
X Link @dcurras1 2025-10-15T12:01Z XXX followers, XX engagements
"$CPRT Q425 earnings digest is out. Headline: Profitability Shines Volume Softness. My takeaway from the call: mgmt doubled down on what makes Copart unbeatable - superior auction liquidity. CEO Jeff Liaw highlighted this moat throughout the CC. 🔗 Full article in profile"
X Link @dcurras1 2025-09-05T10:46Z XXX followers, 2245 engagements
"$MSFT Satya is no bum"
X Link @dcurras1 2025-10-15T11:43Z XXX followers, XXX engagements
"$TDG . Bla bla bla. 🐐"
X Link @dcurras1 2025-09-27T18:03Z XXX followers, XXX engagements
"$CSU $CSU.TO + $TOI.V $LMN.V Execution execution execution. Cc: Mark Miller"
X Link @dcurras1 2025-10-16T19:48Z XXX followers, 4829 engagements
"$CSU $CSU.TO $TOI.V The AI has spoken"
X Link @dcurras1 2025-10-16T19:53Z XXX followers, 3773 engagements
"Everything everywhere all at once. by $MELI"
X Link @dcurras1 2025-10-07T09:40Z XXX followers, 1468 engagements
"Third chapter of the $CSU.TO trilogy is already out. Topic: How to build a DCF for serial acquirers using ROIC and reinvestment rate as input assumptions (free to read). Both Models for CSU and spin-offs are available for download (subscribers). 🔗 Find it in my profile"
X Link @dcurras1 2025-10-09T18:24Z XXX followers, 4356 engagements
"A more fundamental approach: ROIC & Reinvestment Rate-Driven DCF. Practical guide + example with $CSU $CSU.TO Includes downloadable models for CSU and its spin-offs (Topicus and Lumine Group). 🔗 Link in thread or profile"
X Link @dcurras1 2025-10-10T14:17Z XXX followers, 1086 engagements
"The third (and final) chapter of the $CSU.TO $CSU trilogy is on the way. Well break down how to build a DCF for serial acquirers like CSU driven by ROIC and reinvestment rates instead of the usual revenue/margin assumptions. Also coming in October: A Deep Dive Brief on $ISRG"
X Link @dcurras1 2025-10-02T13:00Z XXX followers, 7270 engagements
"The real question for $AMZN is whether the Trainium bet pays off. If it doesnt expect continued underperformance vs $MSFT and $GOOG for the foreseeable future"
X Link @dcurras1 2025-10-15T11:46Z XXX followers, XXX engagements
"Intuitive Surgical Deep Dive Brief dropping this weekend. 🔹 Visionaries behind a new frontier in Health-Tech: Surgical Robotics. 🔹 A blend of moat business model and growth runway priced steeply but maybe for a reason. Heres a preview. Free to read for two weeks 😉 $ISRG"
X Link @dcurras1 2025-10-17T12:02Z XXX followers, 1051 engagements