[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.] #  @marketswithmay MarketswithMay MarketswithMay posts on X about $sofi, bank, private equity, $nvda the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::1608598477809786881/interactions)  - X Week XXXXXX +583% - X Month XXXXXXX -XX% - X Months XXXXXXXXX +4.90% - X Year XXXXXXXXX -XX% ### Mentions: X [#](/creator/twitter::1608598477809786881/posts_active)  - X Week XX -XX% - X Month XXX -XX% - X Months XXXXX +6.80% - X Year XXXXX -XX% ### Followers: XXXXX [#](/creator/twitter::1608598477809786881/followers)  - X Week XXXXX +0.57% - X Month XXXXX +0.71% - X Months XXXXX +7.70% - X Year XXXXX +24% ### CreatorRank: XXXXXXX [#](/creator/twitter::1608598477809786881/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) XXXXX% [finance](/list/finance) XXXXX% [technology brands](/list/technology-brands) XXXXX% [cryptocurrencies](/list/cryptocurrencies) XXXXX% [travel destinations](/list/travel-destinations) XXXX% **Social topic influence** [$sofi](/topic/$sofi) #39, [bank](/topic/bank) #1045, [private equity](/topic/private-equity) #202, [$nvda](/topic/$nvda) #411, [$ma](/topic/$ma) #23, [$efx](/topic/$efx) 5.56%, [debt](/topic/debt) 5.56%, [op](/topic/op) 5.56%, [$bny](/topic/$bny) 5.56%, [future](/topic/future) XXXX% **Top accounts mentioned or mentioned by** [@stockmeetups](/creator/undefined) [@charlesschwab](/creator/undefined) [@nataninvesting](/creator/undefined) [@timsweeneytar](/creator/undefined) [@uber](/creator/undefined) [@uber_support](/creator/undefined) [@datadinvesting](/creator/undefined) [@indraredde](/creator/undefined) [@chaos2cured](/creator/undefined) [@winnerinvestor](/creator/undefined) [@fractalfuryan](/creator/undefined) **Top assets mentioned** [RAI Finance (SOFI)](/topic/$sofi) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Mastercard, Inc. (MA)](/topic/$ma) [Effect.AI (EFX)](/topic/$efx) [TaskBunny (BNY)](/topic/$bny) [Nasdaq Inc (NDAQ)](/topic/$ndaq) [KKR & Co, Inc. (KKR)](/topic/$kkr) [GammaSwap (GS)](/topic/$gs) [Uber Technologies, Inc. (UBER)](/topic/$uber) ### Top Social Posts Top posts by engagements in the last XX hours "$EFX. down 50bps on a great earnings report Rev + XXX% Op inc + X% Net INc + XX% I won't drone on this one. They are a different way of thinking about the demand for consumer debt. The mortgage biz was up but overall biz was up outside of mortgage including Autos. It's funny but $EFX is likely one of the few places that unambiguously does not have a bad day on Auto lending blows up. If anything the opposite happens. Totally separately I found it fascinating what they are saying is a "new" challenge for credit assessment in a gig economy where so many people have a side hustle. We are all" [X Link](https://x.com/marketswithmay/status/1980992298805510297) 2025-10-22T13:39Z 9610 followers, XXX engagements "$SOFI. Fellow investors mommy is a little bit tired and cranky from travel but I'll weigh in on the 1.5b capital raise. Here are my top X reasons to do it: 1) All cash or cash/stock acquisiton. It's not like the company hasn't told you on the earnings calls that big things are ahead for 2026. Rates declining and private equity having held deals for way too long at this point makes it good timing. My suspicion is that they do have some targets in mind albiet this would imply they are small cap. 2) Stablecoin requires more funding to be conservative. Everyone entering this biz will need capital" [X Link](https://x.com/marketswithmay/status/1997035016279191623) 2025-12-05T20:07Z 9610 followers, 16.6K engagements "Mastercard is a payment processor. It's not a bank. it shouldn't be valued on Book Value anymore than $NVDA should be as it doesn't take on risk. For banks the reason they value by book values that are so low comes from the 2008 period. This is because of what happens when there is a hole in the assets. It - as it always does - is a statement above what the investor thinks is the real value of the assets giving no value to the health of the company's ability to grow. Pre-2008 all the banks traded at like 5x BV. In fairness in that time there wasn't a really great grasp on leverage risk coming" [X Link](https://x.com/marketswithmay/status/1998510152631419291) 2025-12-09T21:48Z 9610 followers, 2851 engagements "$BNY -X% but a suprisingly Good Q. Rev +6% EPS + XX% ROE 12.5$ ROTCE + XX% I mean no one clears Treasuries like $BNY so this whole mess on the 10Yr is all them. I can't really stress how boring their biz usually is so hitting these teen growth numbers is a big deal. That said as you'd expect this conservative cultured bank spoke in a conservative way about the future. Questions: 1) Everything is working there is some liquidity weakness. But they would highlight that markets are working fine so there's no reason the FED or anyone has to come in aggressively to do something. 2)On Crypto. They" [X Link](https://x.com/marketswithmay/status/1910728793331032326) 2025-04-11T16:16Z 9610 followers, XXX engagements "$NDAQ. +3.3% on an amazing q. And this is where I missed the forest for the trees. Rev + XX% Net Inc + XX% A lot of folks think $NDAQ and they think markets. Mais non $NDAQ is a data firm and the flavor is simply market data. The demand for the data That comes from volatility. What I missed about the data biz (a nuance in the best market for an exchange): And where I stupidly missed this was that given a Trump presidency and what he was precisely saying he was going to do this market was bound to have "weird" volatility. See here's the deal normal volatility or high volatility DOES NOT make" [X Link](https://x.com/marketswithmay/status/1980674135815536794) 2025-10-21T16:34Z 9608 followers, XXX engagements "$KKR - down X% since reporting earnings. Simple Question Why Rev + XX% Net Inc + XX% Ya'll want to pretend P/E of 52x is expensive. Can we just take a beat and understand how Private Equity works. Right now they already threw off performane revenue which is what drives earnings. A few question for the folks who think this is the right valuation: Do you or do you not understand the following: 1) P/E makes net income off of Performance Revenue vs just fee based 2) It's been a Bad macro environment for Private equity but turning quickly into a good one Aka we're literally at the inflection for" [X Link](https://x.com/marketswithmay/status/1987906667711717497) 2025-11-10T15:34Z 9605 followers, XXX engagements "$SOFI. I might do this on the sneaky while the bears are going nuts between earnings seasons so I'll call it now but indicate after the deed is done. I think I'm going to join $GS on their other side of Lapointe's PVF trade. Anywho why not. If the bears are offering I ought to just see if I can get it done in the next XX days" [X Link](https://x.com/marketswithmay/status/1989351545482146005) 2025-11-14T15:15Z 9607 followers, 2080 engagements "$SOFI. @Tim_Sweeney_TAR but we do have a different way of looking at it mostly b/c I don't agree with this thought process of comparing to $MA and $V b/c they don't take credit risk. They do take FX risk but even then not really. The rest of my clarification though might be relevant to those that love hearing about why I disagree very passionately with the bear thesis" [X Link](https://x.com/marketswithmay/status/1998510701648761331) 2025-12-09T21:50Z 9610 followers, 2154 engagements "@Uber the number X thing you need to add is an ability to report drivers for women. This is particularly true overseas where drivers in Cairo regularly message to hassle tourists for 5x the price. You can just review messages to see this. The point is not the money its safety. A man might see this as biz practice but A lot of women see this and stranger danger. Plz consider prioritizing this update to remove these drivers from your app more quickly" [X Link](https://x.com/marketswithmay/status/1998647583938404775) 2025-12-10T06:54Z 9610 followers, XXX engagements "Banks can never truly be considered capital light. Thus was the nature of leverage mechanically. (Aka what is done systemically to fix counterparty risk on large swap positions. More precisely its not the use of capital hit the lock of capital vs payments due that make them not capital light. (Systemic liquidity component that has driven down book values since 2008). This is particularly true if you want to grow the stablecoin biz. To be fair even a $ma or $v is not technically capital light so much as its capital efficient. This might be accounting definitional vs risk definitional. So I am" [X Link](https://x.com/marketswithmay/status/1998648736856113342) 2025-12-10T06:59Z 9610 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.]
@marketswithmay MarketswithMay
MarketswithMay posts on X about $sofi, bank, private equity, $nvda the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.
Engagements: XXXXX #
- X Week XXXXXX +583%
- X Month XXXXXXX -XX%
- X Months XXXXXXXXX +4.90%
- X Year XXXXXXXXX -XX%
Mentions: X #
- X Week XX -XX%
- X Month XXX -XX%
- X Months XXXXX +6.80%
- X Year XXXXX -XX%
Followers: XXXXX #
- X Week XXXXX +0.57%
- X Month XXXXX +0.71%
- X Months XXXXX +7.70%
- X Year XXXXX +24%
CreatorRank: XXXXXXX #
Social Influence
Social category influence stocks XXXXX% finance XXXXX% technology brands XXXXX% cryptocurrencies XXXXX% travel destinations XXXX%
Social topic influence $sofi #39, bank #1045, private equity #202, $nvda #411, $ma #23, $efx 5.56%, debt 5.56%, op 5.56%, $bny 5.56%, future XXXX%
Top accounts mentioned or mentioned by @stockmeetups @charlesschwab @nataninvesting @timsweeneytar @uber @uber_support @datadinvesting @indraredde @chaos2cured @winnerinvestor @fractalfuryan
Top assets mentioned RAI Finance (SOFI) NVIDIA Corp. (NVDA) Mastercard, Inc. (MA) Effect.AI (EFX) TaskBunny (BNY) Nasdaq Inc (NDAQ) KKR & Co, Inc. (KKR) GammaSwap (GS) Uber Technologies, Inc. (UBER)
Top Social Posts
Top posts by engagements in the last XX hours
"$EFX. down 50bps on a great earnings report Rev + XXX% Op inc + X% Net INc + XX% I won't drone on this one. They are a different way of thinking about the demand for consumer debt. The mortgage biz was up but overall biz was up outside of mortgage including Autos. It's funny but $EFX is likely one of the few places that unambiguously does not have a bad day on Auto lending blows up. If anything the opposite happens. Totally separately I found it fascinating what they are saying is a "new" challenge for credit assessment in a gig economy where so many people have a side hustle. We are all"
X Link 2025-10-22T13:39Z 9610 followers, XXX engagements
"$SOFI. Fellow investors mommy is a little bit tired and cranky from travel but I'll weigh in on the 1.5b capital raise. Here are my top X reasons to do it: 1) All cash or cash/stock acquisiton. It's not like the company hasn't told you on the earnings calls that big things are ahead for 2026. Rates declining and private equity having held deals for way too long at this point makes it good timing. My suspicion is that they do have some targets in mind albiet this would imply they are small cap. 2) Stablecoin requires more funding to be conservative. Everyone entering this biz will need capital"
X Link 2025-12-05T20:07Z 9610 followers, 16.6K engagements
"Mastercard is a payment processor. It's not a bank. it shouldn't be valued on Book Value anymore than $NVDA should be as it doesn't take on risk. For banks the reason they value by book values that are so low comes from the 2008 period. This is because of what happens when there is a hole in the assets. It - as it always does - is a statement above what the investor thinks is the real value of the assets giving no value to the health of the company's ability to grow. Pre-2008 all the banks traded at like 5x BV. In fairness in that time there wasn't a really great grasp on leverage risk coming"
X Link 2025-12-09T21:48Z 9610 followers, 2851 engagements
"$BNY -X% but a suprisingly Good Q. Rev +6% EPS + XX% ROE 12.5$ ROTCE + XX% I mean no one clears Treasuries like $BNY so this whole mess on the 10Yr is all them. I can't really stress how boring their biz usually is so hitting these teen growth numbers is a big deal. That said as you'd expect this conservative cultured bank spoke in a conservative way about the future. Questions: 1) Everything is working there is some liquidity weakness. But they would highlight that markets are working fine so there's no reason the FED or anyone has to come in aggressively to do something. 2)On Crypto. They"
X Link 2025-04-11T16:16Z 9610 followers, XXX engagements
"$NDAQ. +3.3% on an amazing q. And this is where I missed the forest for the trees. Rev + XX% Net Inc + XX% A lot of folks think $NDAQ and they think markets. Mais non $NDAQ is a data firm and the flavor is simply market data. The demand for the data That comes from volatility. What I missed about the data biz (a nuance in the best market for an exchange): And where I stupidly missed this was that given a Trump presidency and what he was precisely saying he was going to do this market was bound to have "weird" volatility. See here's the deal normal volatility or high volatility DOES NOT make"
X Link 2025-10-21T16:34Z 9608 followers, XXX engagements
"$KKR - down X% since reporting earnings. Simple Question Why Rev + XX% Net Inc + XX% Ya'll want to pretend P/E of 52x is expensive. Can we just take a beat and understand how Private Equity works. Right now they already threw off performane revenue which is what drives earnings. A few question for the folks who think this is the right valuation: Do you or do you not understand the following: 1) P/E makes net income off of Performance Revenue vs just fee based 2) It's been a Bad macro environment for Private equity but turning quickly into a good one Aka we're literally at the inflection for"
X Link 2025-11-10T15:34Z 9605 followers, XXX engagements
"$SOFI. I might do this on the sneaky while the bears are going nuts between earnings seasons so I'll call it now but indicate after the deed is done. I think I'm going to join $GS on their other side of Lapointe's PVF trade. Anywho why not. If the bears are offering I ought to just see if I can get it done in the next XX days"
X Link 2025-11-14T15:15Z 9607 followers, 2080 engagements
"$SOFI. @Tim_Sweeney_TAR but we do have a different way of looking at it mostly b/c I don't agree with this thought process of comparing to $MA and $V b/c they don't take credit risk. They do take FX risk but even then not really. The rest of my clarification though might be relevant to those that love hearing about why I disagree very passionately with the bear thesis"
X Link 2025-12-09T21:50Z 9610 followers, 2154 engagements
"@Uber the number X thing you need to add is an ability to report drivers for women. This is particularly true overseas where drivers in Cairo regularly message to hassle tourists for 5x the price. You can just review messages to see this. The point is not the money its safety. A man might see this as biz practice but A lot of women see this and stranger danger. Plz consider prioritizing this update to remove these drivers from your app more quickly"
X Link 2025-12-10T06:54Z 9610 followers, XXX engagements
"Banks can never truly be considered capital light. Thus was the nature of leverage mechanically. (Aka what is done systemically to fix counterparty risk on large swap positions. More precisely its not the use of capital hit the lock of capital vs payments due that make them not capital light. (Systemic liquidity component that has driven down book values since 2008). This is particularly true if you want to grow the stablecoin biz. To be fair even a $ma or $v is not technically capital light so much as its capital efficient. This might be accounting definitional vs risk definitional. So I am"
X Link 2025-12-10T06:59Z 9610 followers, XXX engagements