[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.] #  @pilotinvestor7 Pilot Investor Pilot Investor posts on X about $7846t, stocks, money, carry the most. They currently have XXXXX followers and 2484 posts still getting attention that total XXX engagements in the last XX hours. ### Engagements: XXX [#](/creator/twitter::1212362254097604608/interactions)  - X Week XXXXXX -XX% - X Month XXXXXXX +543% - X Months XXXXXXX -XX% - X Year XXXXXXXXX +17% ### Mentions: XX [#](/creator/twitter::1212362254097604608/posts_active)  - X Week XX -XX% - X Month XXX +143% - X Months XXX -XX% - X Year XXXXX -XX% ### Followers: XXXXX [#](/creator/twitter::1212362254097604608/followers)  - X Week XXXXX +0.84% - X Month XXXXX +5% - X Months XXXXX +13% - X Year XXXXX +100% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::1212362254097604608/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) [countries](/list/countries) [stocks](/list/stocks) [currencies](/list/currencies) **Social topic influence** [$7846t](/topic/$7846t) #1422, [stocks](/topic/stocks), [money](/topic/money), [carry](/topic/carry), [japan](/topic/japan), [investment](/topic/investment) #4535, [credit cards](/topic/credit-cards) #644, [brazil](/topic/brazil), [thailand](/topic/thailand), [$ewz](/topic/$ewz) **Top accounts mentioned or mentioned by** [@kobeissiletter](/creator/undefined) [@akshatworld](/creator/undefined) [@barchart](/creator/undefined) [@unusualwhales](/creator/undefined) [@thetavegacap](/creator/undefined) [@chanderbhatia01](/creator/undefined) [@gameoftrades](/creator/undefined) [@atulsinghasan](/creator/undefined) [@dividenddudex](/creator/undefined) [@qualitystocksa](/creator/undefined) [@mfhoz](/creator/undefined) [@mrderivatives](/creator/undefined) [@thelonginvest](/creator/undefined) [@ftrinvestors](/creator/undefined) [@charliebilello](/creator/undefined) [@prsundar64](/creator/undefined) [@manoj216](/creator/undefined) [@investorofjammu](/creator/undefined) [@actusdei](/creator/undefined) [@michaelaarouet](/creator/undefined) **Top assets mentioned** [Waters Corporation (WAT)](/topic/waters-corporation) ### Top Social Posts Top posts by engagements in the last XX hours "✅ here you go 👇 Japan has been the world's Cheapest Credit Card for the last XX years:- X. Free Money Machine (Carry Trade) Since interest rates in Japan were near zero (or negative) big global investors borrowed trillions of Yen for almost free. They didn't keep this money in Japan; they converted it to Dollars/Rupees and invested it in high-return assets like US Tech Stocks and other markets. X. Panic Button Now that the yield has surged to XXXX% (highest since 2008). That free "Credit Card" is suddenly charging interest. Borrowing Yen is now getting expensive. X. Global Margin Call To pay" [X Link](https://x.com/pilotinvestor7/status/1996254413628068026) 2025-12-03T16:25Z 8808 followers, 55.6K engagements "5/ But heres the catalyst: BD just announced a deal to spin off those struggling businesses to Waters Corporation. BD shareholders get: $X billion in cash XXXX shares of Waters stock per BDX share Total value: $XX per share Deal closes Q1 2026" [X Link](https://x.com/pilotinvestor7/status/1989572235179561458) 2025-11-15T05:52Z 8812 followers, XXX engagements "✅ Lets understand why this Japanese Bond Yield matters to your portfolio 👇 Japan has been the world's "Cheapest Credit Card" for the last XX years:- X. Free Money Machine (Carry Trade) Since interest rates in Japan were near zero (or negative) big global investors borrowed trillions of Yen for almost free. They didn't keep this money in Japan; they converted it to Dollars/Rupees and invested it in high-return assets like US Tech Stocks and other markets. X. Panic Button Now that the yield has surged to XXXX% (highest since 2008). That free "Credit Card" is suddenly charging interest." [X Link](https://x.com/pilotinvestor7/status/1995365015738892384) 2025-12-01T05:31Z 8810 followers, 21.4K engagements "Japanese bond yields are hitting 17-year highs. US stocks are trading at sky-high valuations that make no sense. Investors are nervous. This is the right time to Enter: Emerging Markets. Here is what Im buying 👇" [X Link](https://x.com/pilotinvestor7/status/1995504631125074323) 2025-12-01T14:45Z 8808 followers, XXX engagements "2/ While the US is expensive many EMs are on sale. They have been beaten down for a decade and are now trading way below their 10-year median valuations. Here are X countries (ETFs) where I am seeing deep value right now: X Brazil ($EWZ) X Thailand ($THD) X Philippines ($EPHE)" [X Link](https://x.com/pilotinvestor7/status/1995504635940090015) 2025-12-01T14:45Z 8807 followers, XXX engagements "3/ Brazil ($EWZ): People hate it because its volatile. But its a commodity powerhouse and is trading at a single-digit P/E ratio. The dividend yield is good and its priced in all the negativity. X. Thailand ($THD): The market has been crushed recently (-12% in a year). Tourism is recovering but stock prices havent caught up. It is also a classic "bad news is already in the price" play" [X Link](https://x.com/pilotinvestor7/status/1995504654869025261) 2025-12-01T14:45Z 8807 followers, XXX engagements "2/ Fundamental Analysis Valuation: Trading at 10x P/E vs Sector Avg of 25x+. EV/EBITDA is cheap at 6x. Financials: Revenue & PAT have dipped recently (Q2 FY26 PAT down 43%) but the long-term trend is robust (5Y Profit CAGR 59%). Balance Sheet: Stirng and Debt-free (with a massive liquid cash of Rs3100 Cr. Ownership: Promoters hold XX% + up from XX% few quarters back. (high skin in the game). FIIs at 9.9%. Latest promoter buying of another XXX% in end of Nov" [X Link](https://x.com/pilotinvestor7/status/1996215658267480227) 2025-12-03T13:51Z 8810 followers, XXX engagements "3/ Counter Arguments & Risks X Cyclicality: This is a commodity business. If crude oil crashes $XX exploration stops and MSLs order book dries up. X Recent Performance: The last X quarters were weak due to inventory losses and lower realizations. The bottom might still be a quarter away. VERDICT: Bullish. The valuation margin of safety is too high to ignore. Just the way @dmuthuk likes it ;)" [X Link](https://x.com/pilotinvestor7/status/1996215663858171935) 2025-12-03T13:51Z 8810 followers, XXX engagements "Here is something all Eternal (Zomato) shareholders should know. 🧵" [X Link](https://x.com/pilotinvestor7/status/1996583477383455200) 2025-12-04T14:12Z 8808 followers, 1172 engagements "5/ Panic Button When the Yen starts strengthening investors get scared that their loans will become too expensive to pay back. To pay back the Japanese bank quickly before the Yen gets even stronger they sell their investments (stocks bonds) to get cash. When everyone sells at the same time to pay back their Yen loans markets fall. This selling frenzy is called the Unwinding of the carry trade" [X Link](https://x.com/pilotinvestor7/status/1997671106090799444) 2025-12-07T14:14Z 8810 followers, XXX engagements "6/ @riteshmjn s point is valid that investors should stop worrying about a market crash caused by this specific issue unless Yen gets stronger. Coz as long as the Japanese Yen remains weak (cheap) investors can comfortably keep their free money loans open. They won't be forced to sell their stocks to pay back debts. Therefore the Carry Trade will continue to support global markets and the Unwind (the crash) won't happen yet. P.S. : Follow the Japanese Yen. If it stays weak the liquidity party will continue. If it spikes up we will see a sell-off in the global markets" [X Link](https://x.com/pilotinvestor7/status/1997671122096284115) 2025-12-07T14:14Z 8808 followers, XXX engagements "8/ Summary: IndiGo fiasco happened because the pain was felt by passengers not the airline's management. In the Equity Airline: If Crew messes up = they lose money. if airline does well = Passengers (owners) and Crew get rich together. Simple incentives. No "Plan B" needed" [X Link](https://x.com/pilotinvestor7/status/1998040793496641849) 2025-12-08T14:43Z 8807 followers, XXX engagements "9/ Nobody would want any credit card points to fly they would buy airline shares instead of credit cards. Would you fly on this airline" [X Link](https://x.com/pilotinvestor7/status/1998040798131339754) 2025-12-08T14:43Z 8812 followers, XXX engagements "Lets understand what this means for your portfolio investments :- Caution on Consumer Discretionary Stocks: Companies that sell things people want but don't need (like luxury brands expensive electronics travel or high end apparel) are at risk. If people are maxing out credit cards just to pay for groceries and gas (inflation) the first thing they will cut from their budget is the fun stuff. Risk to Financial Stocks (Banks): Initially high interest rates look good for banks because they earn more money on loans. However when debt hits record highs like this ($5.08 trillion) the risk of" [X Link](https://x.com/pilotinvestor7/status/1998235951118917713) 2025-12-09T03:39Z 8806 followers, XXX engagements "✅ Lets understand why this Japanese Bond Yield matters to your portfolio 👇 Japan has been the world's "Cheapest Credit Card" for the last XX years:- X. Free Money Machine (Carry Trade) Since interest rates in Japan were near zero (or negative) big global investors borrowed trillions of Yen for almost free. They didn't keep this money in Japan; they converted it to Dollars/Rupees and invested it in high-return assets like US Tech Stocks and other markets. X. Panic Button Now that the yield has surged to XXXX% (highest since 2008). That free "Credit Card" is suddenly charging interest." [X Link](https://x.com/pilotinvestor7/status/1995363728993444170) 2025-12-01T05:25Z 8807 followers, 26.7K engagements "✅ Lets understand what this means for your portfolio investments :- Caution on Consumer Discretionary Stocks: Companies that sell things people want but don't need (like luxury brands expensive electronics travel or high end apparel) are at risk. If people are maxing out credit cards just to pay for groceries and gas (inflation) the first thing they will cut from their budget is the fun stuff. Risk to Financial Stocks (Banks): Initially high interest rates look good for banks because they earn more money on loans. However when debt hits record highs like this ($5.08 trillion) the risk of" [X Link](https://x.com/pilotinvestor7/status/1998236295169245362) 2025-12-09T03:40Z 8808 followers, 1355 engagements "@KobeissiLetter Charts like this signal a regime change. market is moving from 'Return on Capital' to 'Return of Capital.' For busy professionals: Do not FOMO into a parabolic move. This is a volatility trap for the undisciplined. Stick to your asset allocation percentages" [X Link](https://x.com/pilotinvestor7/status/1998460206855160083) 2025-12-09T18:30Z 8808 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.]
@pilotinvestor7 Pilot Investor
Pilot Investor posts on X about $7846t, stocks, money, carry the most. They currently have XXXXX followers and 2484 posts still getting attention that total XXX engagements in the last XX hours.
Engagements: XXX #
- X Week XXXXXX -XX%
- X Month XXXXXXX +543%
- X Months XXXXXXX -XX%
- X Year XXXXXXXXX +17%
Mentions: XX #
- X Week XX -XX%
- X Month XXX +143%
- X Months XXX -XX%
- X Year XXXXX -XX%
Followers: XXXXX #
- X Week XXXXX +0.84%
- X Month XXXXX +5%
- X Months XXXXX +13%
- X Year XXXXX +100%
CreatorRank: XXXXXXXXX #
Social Influence
Social category influence finance countries stocks currencies
Social topic influence $7846t #1422, stocks, money, carry, japan, investment #4535, credit cards #644, brazil, thailand, $ewz
Top accounts mentioned or mentioned by @kobeissiletter @akshatworld @barchart @unusualwhales @thetavegacap @chanderbhatia01 @gameoftrades @atulsinghasan @dividenddudex @qualitystocksa @mfhoz @mrderivatives @thelonginvest @ftrinvestors @charliebilello @prsundar64 @manoj216 @investorofjammu @actusdei @michaelaarouet
Top assets mentioned Waters Corporation (WAT)
Top Social Posts
Top posts by engagements in the last XX hours
"✅ here you go 👇 Japan has been the world's Cheapest Credit Card for the last XX years:- X. Free Money Machine (Carry Trade) Since interest rates in Japan were near zero (or negative) big global investors borrowed trillions of Yen for almost free. They didn't keep this money in Japan; they converted it to Dollars/Rupees and invested it in high-return assets like US Tech Stocks and other markets. X. Panic Button Now that the yield has surged to XXXX% (highest since 2008). That free "Credit Card" is suddenly charging interest. Borrowing Yen is now getting expensive. X. Global Margin Call To pay"
X Link 2025-12-03T16:25Z 8808 followers, 55.6K engagements
"5/ But heres the catalyst: BD just announced a deal to spin off those struggling businesses to Waters Corporation. BD shareholders get: $X billion in cash XXXX shares of Waters stock per BDX share Total value: $XX per share Deal closes Q1 2026"
X Link 2025-11-15T05:52Z 8812 followers, XXX engagements
"✅ Lets understand why this Japanese Bond Yield matters to your portfolio 👇 Japan has been the world's "Cheapest Credit Card" for the last XX years:- X. Free Money Machine (Carry Trade) Since interest rates in Japan were near zero (or negative) big global investors borrowed trillions of Yen for almost free. They didn't keep this money in Japan; they converted it to Dollars/Rupees and invested it in high-return assets like US Tech Stocks and other markets. X. Panic Button Now that the yield has surged to XXXX% (highest since 2008). That free "Credit Card" is suddenly charging interest."
X Link 2025-12-01T05:31Z 8810 followers, 21.4K engagements
"Japanese bond yields are hitting 17-year highs. US stocks are trading at sky-high valuations that make no sense. Investors are nervous. This is the right time to Enter: Emerging Markets. Here is what Im buying 👇"
X Link 2025-12-01T14:45Z 8808 followers, XXX engagements
"2/ While the US is expensive many EMs are on sale. They have been beaten down for a decade and are now trading way below their 10-year median valuations. Here are X countries (ETFs) where I am seeing deep value right now: X Brazil ($EWZ) X Thailand ($THD) X Philippines ($EPHE)"
X Link 2025-12-01T14:45Z 8807 followers, XXX engagements
"3/ Brazil ($EWZ): People hate it because its volatile. But its a commodity powerhouse and is trading at a single-digit P/E ratio. The dividend yield is good and its priced in all the negativity. X. Thailand ($THD): The market has been crushed recently (-12% in a year). Tourism is recovering but stock prices havent caught up. It is also a classic "bad news is already in the price" play"
X Link 2025-12-01T14:45Z 8807 followers, XXX engagements
"2/ Fundamental Analysis Valuation: Trading at 10x P/E vs Sector Avg of 25x+. EV/EBITDA is cheap at 6x. Financials: Revenue & PAT have dipped recently (Q2 FY26 PAT down 43%) but the long-term trend is robust (5Y Profit CAGR 59%). Balance Sheet: Stirng and Debt-free (with a massive liquid cash of Rs3100 Cr. Ownership: Promoters hold XX% + up from XX% few quarters back. (high skin in the game). FIIs at 9.9%. Latest promoter buying of another XXX% in end of Nov"
X Link 2025-12-03T13:51Z 8810 followers, XXX engagements
"3/ Counter Arguments & Risks X Cyclicality: This is a commodity business. If crude oil crashes $XX exploration stops and MSLs order book dries up. X Recent Performance: The last X quarters were weak due to inventory losses and lower realizations. The bottom might still be a quarter away. VERDICT: Bullish. The valuation margin of safety is too high to ignore. Just the way @dmuthuk likes it ;)"
X Link 2025-12-03T13:51Z 8810 followers, XXX engagements
"Here is something all Eternal (Zomato) shareholders should know. 🧵"
X Link 2025-12-04T14:12Z 8808 followers, 1172 engagements
"5/ Panic Button When the Yen starts strengthening investors get scared that their loans will become too expensive to pay back. To pay back the Japanese bank quickly before the Yen gets even stronger they sell their investments (stocks bonds) to get cash. When everyone sells at the same time to pay back their Yen loans markets fall. This selling frenzy is called the Unwinding of the carry trade"
X Link 2025-12-07T14:14Z 8810 followers, XXX engagements
"6/ @riteshmjn s point is valid that investors should stop worrying about a market crash caused by this specific issue unless Yen gets stronger. Coz as long as the Japanese Yen remains weak (cheap) investors can comfortably keep their free money loans open. They won't be forced to sell their stocks to pay back debts. Therefore the Carry Trade will continue to support global markets and the Unwind (the crash) won't happen yet. P.S. : Follow the Japanese Yen. If it stays weak the liquidity party will continue. If it spikes up we will see a sell-off in the global markets"
X Link 2025-12-07T14:14Z 8808 followers, XXX engagements
"8/ Summary: IndiGo fiasco happened because the pain was felt by passengers not the airline's management. In the Equity Airline: If Crew messes up = they lose money. if airline does well = Passengers (owners) and Crew get rich together. Simple incentives. No "Plan B" needed"
X Link 2025-12-08T14:43Z 8807 followers, XXX engagements
"9/ Nobody would want any credit card points to fly they would buy airline shares instead of credit cards. Would you fly on this airline"
X Link 2025-12-08T14:43Z 8812 followers, XXX engagements
"Lets understand what this means for your portfolio investments :- Caution on Consumer Discretionary Stocks: Companies that sell things people want but don't need (like luxury brands expensive electronics travel or high end apparel) are at risk. If people are maxing out credit cards just to pay for groceries and gas (inflation) the first thing they will cut from their budget is the fun stuff. Risk to Financial Stocks (Banks): Initially high interest rates look good for banks because they earn more money on loans. However when debt hits record highs like this ($5.08 trillion) the risk of"
X Link 2025-12-09T03:39Z 8806 followers, XXX engagements
"✅ Lets understand why this Japanese Bond Yield matters to your portfolio 👇 Japan has been the world's "Cheapest Credit Card" for the last XX years:- X. Free Money Machine (Carry Trade) Since interest rates in Japan were near zero (or negative) big global investors borrowed trillions of Yen for almost free. They didn't keep this money in Japan; they converted it to Dollars/Rupees and invested it in high-return assets like US Tech Stocks and other markets. X. Panic Button Now that the yield has surged to XXXX% (highest since 2008). That free "Credit Card" is suddenly charging interest."
X Link 2025-12-01T05:25Z 8807 followers, 26.7K engagements
"✅ Lets understand what this means for your portfolio investments :- Caution on Consumer Discretionary Stocks: Companies that sell things people want but don't need (like luxury brands expensive electronics travel or high end apparel) are at risk. If people are maxing out credit cards just to pay for groceries and gas (inflation) the first thing they will cut from their budget is the fun stuff. Risk to Financial Stocks (Banks): Initially high interest rates look good for banks because they earn more money on loans. However when debt hits record highs like this ($5.08 trillion) the risk of"
X Link 2025-12-09T03:40Z 8808 followers, 1355 engagements
"@KobeissiLetter Charts like this signal a regime change. market is moving from 'Return on Capital' to 'Return of Capital.' For busy professionals: Do not FOMO into a parabolic move. This is a volatility trap for the undisciplined. Stick to your asset allocation percentages"
X Link 2025-12-09T18:30Z 8808 followers, XXX engagements