[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.] #  @jonnagap Jonnagap Jonnagap posts on X about $tsm, tax prep, marks, adobe the most. They currently have XXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::1311905122193211392/interactions)  - X Week XXXXX -XX% - X Month XXXXXX +101% - X Months XXXXXX +20,841% - X Year XXXXXX +21,903% ### Mentions: X [#](/creator/twitter::1311905122193211392/posts_active)  - X Week XX +55% - X Month XX +69% - X Months XXX +21,700% - X Year XXX +4,280% ### Followers: XXX [#](/creator/twitter::1311905122193211392/followers)  - X Week XXX +3.40% - X Month XXX +25% - X Months XXX +493% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::1311905122193211392/influencer_rank)  ### Social Influence [#](/creator/twitter::1311905122193211392/influence) --- **Social category influence** [stocks](/list/stocks) [technology brands](/list/technology-brands) [finance](/list/finance) [fashion brands](/list/fashion-brands) [celebrities](/list/celebrities) **Social topic influence** [$tsm](/topic/$tsm), [tax prep](/topic/tax-prep), [marks](/topic/marks), [adobe](/topic/adobe), [$intu](/topic/$intu), [$bn](/topic/$bn), [goog](/topic/goog), [$goog](/topic/$goog), [$googl](/topic/$googl), [nvda](/topic/nvda) **Top assets mentioned** [Taiwan Semiconductor (TSM)](/topic/$tsm) [Intuit Inc. (INTU)](/topic/$intu) [Brookfield Corporation (BN)](/topic/$bn) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Advanced Micro Devices (AMD)](/topic/$amd) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Cream (CRM)](/topic/$crm) [Booking Holdings Inc (BKNG)](/topic/$bkng) [Adobe, Inc. (ADBE)](/topic/$adbe) [Gartner Inc (IT)](/topic/$it) [Fair Isaac, Corp. (FICO)](/topic/$fico) ### Top Social Posts [#](/creator/twitter::1311905122193211392/posts) --- Top posts by engagements in the last XX hours "I too dont think Intuit belongs in that list whatsoever. Its not as bad as with Adobe but there are question marks on if AI is eventually a headwind and also the usual threat to the tax prep business. Its a good business but no where near the quality of the others on your list"  [@jonnagap](/creator/x/jonnagap) on [X](/post/tweet/1937991243318866260) 2025-06-25 21:48:13 UTC XXX followers, XXX engagements "@PronkDaniel Ok this is the $BN top Daniel. Remember you caused this 😄"  [@jonnagap](/creator/x/jonnagap) on [X](/post/tweet/1945855901224644769) 2025-07-17 14:39:33 UTC XXX followers, XXX engagements "The argument from most sensible investors is not that $GOOG is finished. At least thats not my point of view. I think Google is going to go through a very ugly transition phase where Googles largest source of profits (search) is going to see increasing decline in usage quarter to quarter. This is going to keep the stock suppressed for considerable lengths of time. But beyond that transition stage yes I believe Google will continue to thrive. My argument is that there is no need to own Google through this ugly transition period. The market always overreacts during such periods and sells off"  [@jonnagap](/creator/x/jonnagap) on [X](/post/tweet/1946649057512095959) 2025-07-19 19:11:16 UTC XXX followers, 2033 engagements "@RihardJarc Same here. This is the true picks and shovels play in AI. You dont need to be right in picking $NVDA vs Custom asics vs $AMD. Or Apple vs the next smartphone/wearable leader. They all line up at $TSM"  [@jonnagap](/creator/x/jonnagap) on [X](/post/tweet/1945855064704172527) 2025-07-17 14:36:14 UTC XXX followers, XXX engagements "May sound crazy but that was enough for me to not want to invest in $CRM. As public market investors we only get a few peaks into the actual philosophy/value system of the CEO. Benioff always comes across as wasteful and focussed on padding up the top line by overpaying for acquisitions and assets. Hes anything but shareholder friendly. For all his faults someone like Elon is the exact opposite. Hes so confident in the superiority of his products that he does not even advertise. Meanwhile Benioff has to hire Hollywood stars. That says a lot"  [@jonnagap](/creator/x/jonnagap) on [X](/post/tweet/1946215271401656360) 2025-07-18 14:27:34 UTC XXX followers, XXX engagements "@SixSigmaCapital Important clarification that many people choose not to share. If one didnt average up then they dont truly believe in the stock long term success story"  [@jonnagap](/creator/x/jonnagap) on [X](/post/tweet/1945857154050609555) 2025-07-17 14:44:32 UTC XXX followers, XXX engagements "I dont entirely disagree with that. $BKNG is a middleman in a transaction and their core product is a UI that helps with comparing and making good choices. When it becomes easy for hotels to build and curate their online presence and an AI agent can help you draw contrasts between the various hotels available and pick the one that best suits you what is left for booking holdings to offer Even if they have a role to play in this future bookings is certainly not gonna be able to command a big chunk of the profits from these reservations. I dont believe that time is too far from now"  [@jonnagap](/creator/x/jonnagap) on [X](/post/tweet/1947020837112213946) 2025-07-20 19:48:36 UTC XXX followers, XXX engagements "Just going up along the vertical supply chain doesnt mean $ASML is more essential. Tsm is not subject to frequent export bans that $ASML always seems to be stuck dealing with. $TSM is starting to be local in all their key markets. Asml also has significant risks to the EUV long term story from Chinese efforts. Overall in my opinion the TSM moat is far harder to breach. My bet is on them over any other player in the semi equipment space. A close second would be $AMAT only because of the wide range of offerings"  [@jonnagap](/creator/x/jonnagap) on [X](/post/tweet/1946098090869453091) 2025-07-18 06:41:56 UTC XXX followers, XX engagements "I think Gartner $IT is going to be a never ending case of show me just like $Adbe. Maybe I am underestimating their resilience. But I personally see no point in rolling the dice with these question mark stocks when there are so many clear winners with obvious tailwinds. The only exception I have made so far is with Constellation software. My only reason there is Mark Leonards near magical capital allocation skills"  [@jonnagap](/creator/x/jonnagap) on [X](/post/tweet/1946101856994050391) 2025-07-18 06:56:54 UTC XXX followers, XX engagements "Interesting. Whats the price at which you would heavily buy into $FICO given these risks Even with Vantage threat is it not the case that lenders will still need FICO scores even if Vantage is now accepted Especially since these loans have to be repackaged and sold again I would think Fico scores are an unavoidable benchmark"  [@jonnagap](/creator/x/jonnagap) on [X](/post/tweet/1942626039261261987) 2025-07-08 16:45:14 UTC XXX followers, XXX engagements "@RealTraderJill She was ChatGPT before there was Chatgpt 😆"  [@jonnagap](/creator/x/jonnagap) on [X](/post/tweet/1946267519607517437) 2025-07-18 17:55:11 UTC XXX followers, 1326 engagements
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@jonnagap Jonnagap
Jonnagap posts on X about $tsm, tax prep, marks, adobe 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 XXXXX -XX%
- X Month XXXXXX +101%
- X Months XXXXXX +20,841%
- X Year XXXXXX +21,903%
Mentions: X #
- X Week XX +55%
- X Month XX +69%
- X Months XXX +21,700%
- X Year XXX +4,280%
Followers: XXX #
- X Week XXX +3.40%
- X Month XXX +25%
- X Months XXX +493%
CreatorRank: XXXXXXXXX #
Social Influence #
Social category influence stocks technology brands finance fashion brands celebrities
Social topic influence $tsm, tax prep, marks, adobe, $intu, $bn, goog, $goog, $googl, nvda
Top assets mentioned Taiwan Semiconductor (TSM) Intuit Inc. (INTU) Brookfield Corporation (BN) Alphabet Inc Class A (GOOGL) Advanced Micro Devices (AMD) NVIDIA Corp. (NVDA) Cream (CRM) Booking Holdings Inc (BKNG) Adobe, Inc. (ADBE) Gartner Inc (IT) Fair Isaac, Corp. (FICO)
Top Social Posts #
Top posts by engagements in the last XX hours
"I too dont think Intuit belongs in that list whatsoever. Its not as bad as with Adobe but there are question marks on if AI is eventually a headwind and also the usual threat to the tax prep business. Its a good business but no where near the quality of the others on your list"
@jonnagap on X 2025-06-25 21:48:13 UTC XXX followers, XXX engagements
"@PronkDaniel Ok this is the $BN top Daniel. Remember you caused this 😄" @jonnagap on X 2025-07-17 14:39:33 UTC XXX followers, XXX engagements
"The argument from most sensible investors is not that $GOOG is finished. At least thats not my point of view. I think Google is going to go through a very ugly transition phase where Googles largest source of profits (search) is going to see increasing decline in usage quarter to quarter. This is going to keep the stock suppressed for considerable lengths of time. But beyond that transition stage yes I believe Google will continue to thrive. My argument is that there is no need to own Google through this ugly transition period. The market always overreacts during such periods and sells off" @jonnagap on X 2025-07-19 19:11:16 UTC XXX followers, 2033 engagements
"@RihardJarc Same here. This is the true picks and shovels play in AI. You dont need to be right in picking $NVDA vs Custom asics vs $AMD. Or Apple vs the next smartphone/wearable leader. They all line up at $TSM" @jonnagap on X 2025-07-17 14:36:14 UTC XXX followers, XXX engagements
"May sound crazy but that was enough for me to not want to invest in $CRM. As public market investors we only get a few peaks into the actual philosophy/value system of the CEO. Benioff always comes across as wasteful and focussed on padding up the top line by overpaying for acquisitions and assets. Hes anything but shareholder friendly. For all his faults someone like Elon is the exact opposite. Hes so confident in the superiority of his products that he does not even advertise. Meanwhile Benioff has to hire Hollywood stars. That says a lot" @jonnagap on X 2025-07-18 14:27:34 UTC XXX followers, XXX engagements
"@SixSigmaCapital Important clarification that many people choose not to share. If one didnt average up then they dont truly believe in the stock long term success story" @jonnagap on X 2025-07-17 14:44:32 UTC XXX followers, XXX engagements
"I dont entirely disagree with that. $BKNG is a middleman in a transaction and their core product is a UI that helps with comparing and making good choices. When it becomes easy for hotels to build and curate their online presence and an AI agent can help you draw contrasts between the various hotels available and pick the one that best suits you what is left for booking holdings to offer Even if they have a role to play in this future bookings is certainly not gonna be able to command a big chunk of the profits from these reservations. I dont believe that time is too far from now" @jonnagap on X 2025-07-20 19:48:36 UTC XXX followers, XXX engagements
"Just going up along the vertical supply chain doesnt mean $ASML is more essential. Tsm is not subject to frequent export bans that $ASML always seems to be stuck dealing with. $TSM is starting to be local in all their key markets. Asml also has significant risks to the EUV long term story from Chinese efforts. Overall in my opinion the TSM moat is far harder to breach. My bet is on them over any other player in the semi equipment space. A close second would be $AMAT only because of the wide range of offerings" @jonnagap on X 2025-07-18 06:41:56 UTC XXX followers, XX engagements
"I think Gartner $IT is going to be a never ending case of show me just like $Adbe. Maybe I am underestimating their resilience. But I personally see no point in rolling the dice with these question mark stocks when there are so many clear winners with obvious tailwinds. The only exception I have made so far is with Constellation software. My only reason there is Mark Leonards near magical capital allocation skills" @jonnagap on X 2025-07-18 06:56:54 UTC XXX followers, XX engagements
"Interesting. Whats the price at which you would heavily buy into $FICO given these risks Even with Vantage threat is it not the case that lenders will still need FICO scores even if Vantage is now accepted Especially since these loans have to be repackaged and sold again I would think Fico scores are an unavoidable benchmark" @jonnagap on X 2025-07-08 16:45:14 UTC XXX followers, XXX engagements
"@RealTraderJill She was ChatGPT before there was Chatgpt 😆" @jonnagap on X 2025-07-18 17:55:11 UTC XXX followers, 1326 engagements