[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.] #  @shomikghosh21 Shomik Ghosh Shomik Ghosh posts on X about $cwan, $1b, $amzn, cuts the most. They currently have XXXXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours. ### Engagements: XXX [#](/creator/twitter::1166023650023096321/interactions)  - X Week XXXXXX +120% - X Month XXXXXX -XX% - X Months XXXXXXX +7.10% - X Year XXXXXXX +53% ### Mentions: XX [#](/creator/twitter::1166023650023096321/posts_active)  - X Week X -XX% - X Month XX -XX% - X Months XXX -XX% - X Year XXX +67% ### Followers: XXXXX [#](/creator/twitter::1166023650023096321/followers)  - X Week XXXXX +0.11% - X Month XXXXX +0.75% - X Months XXXXX +9.10% - X Year XXXXX +16% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::1166023650023096321/influencer_rank)  ### Social Influence [#](/creator/twitter::1166023650023096321/influence) --- **Social category influence** [finance](/list/finance) [stocks](/list/stocks) [technology brands](/list/technology-brands) [social networks](/list/social-networks) **Social topic influence** [$cwan](/topic/$cwan), [$1b](/topic/$1b) #290, [$amzn](/topic/$amzn), [cuts](/topic/cuts), [$googl](/topic/$googl), [$rddt](/topic/$rddt), [pinterest](/topic/pinterest), [$pins](/topic/$pins), [saas](/topic/saas), [$aapl](/topic/$aapl) **Top assets mentioned** [Clearwater Analytics Holdings, Inc. (CWAN)](/topic/$cwan) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Reddit, Inc. (RDDT)](/topic/$rddt) [Pinterest, Inc. (PINS)](/topic/$pins) [Apple, Inc. (AAPL)](/topic/$aapl) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Microsoft Corp. (MSFT)](/topic/$msft) [Metadium (META)](/topic/$meta) [Shopify Inc (SHOP)](/topic/$shop) [Dave Inc. Class A Common Stock (DAVE)](/topic/$dave) [Chime Financial, Inc. Class A Common Stock (CHYM)](/topic/$chym) ### Top Social Posts [#](/creator/twitter::1166023650023096321/posts) --- Top posts by engagements in the last XX hours "So Reddit $RDDT is up XXX% in X year As I think about what other companies could strike partnerships like this Pinterest $PINS comes to mind They have troves of data on consumer preferences which plays into better ads & better training data 🤔" [X Link](https://x.com/shomikghosh21/status/1971786419086807469) [@shomikghosh21](/creator/x/shomikghosh21) 2025-09-27T03:58Z 9036 followers, 3378 engagements "People are not bullish enough on vertical SaaS and domain specific models Will write a blog post to explain more but suffice to say - @dwarkesh_sp & @karpathy talk about $1B parameter model that reasons & retrieves info vs storing in memory - mimics our brain functionality - recent Tiny Recursive Networks for Enhanced Reasoning Paper draws similar conclusions for small reasoning models solving puzzles - recent Google ReasoningBank models gives a framework for all models to improve their reasoning over time with post mortems All of this points to vertical data being more valuable as = less" [X Link](https://x.com/shomikghosh21/status/1979646269762293945) [@shomikghosh21](/creator/x/shomikghosh21) 2025-10-18T20:30Z 9036 followers, 6417 engagements "Enterprise Values of Mag X Helps to zoom out & look at absolute valuations to find relative dislocations $NVDA $4.3B $MSFT $3.8B $AAPL $3.7B $GOOG $3.0B $AMZN $2.3B $META $1.8B $AVGO $1.7B" [X Link](https://x.com/shomikghosh21/status/1978684835179762133) [@shomikghosh21](/creator/x/shomikghosh21) 2025-10-16T04:50Z 9036 followers, 1101 engagements "@Upper20sStCap No he's got close to 900k shares and also options as well" [X Link](https://x.com/shomikghosh21/status/1958370541531963818) [@shomikghosh21](/creator/x/shomikghosh21) 2025-08-21T03:28Z 9035 followers, XXX engagements "A certain company called Clearwater analytics serves a lot of insurance companies & asset managers Their portfolios are XX% fixed income Rate cuts = higher fixed income prices as yields drop If were in a cutting cycle dont sleep on $CWAN" [X Link](https://x.com/shomikghosh21/status/1958901860292587917) [@shomikghosh21](/creator/x/shomikghosh21) 2025-08-22T14:39Z 9033 followers, 4990 engagements "🎧 w/ @AndrewRangeley on why $CWAN is a compelling opp My 3rd appearance on the pod $SHOP & $KPG.AX before Slowly trying to get Andrew to embrace growth investing 🤣" [X Link](https://x.com/shomikghosh21/status/1970234271777554923) [@shomikghosh21](/creator/x/shomikghosh21) 2025-09-22T21:10Z 9036 followers, 5644 engagements "What many are missing about $CWAN - core Clearwater is going to grow faster than you think over these next X years - rate cuts fuel NRR - new acquisitions open up asset management vertical for CWAN - new acquisitions deepen CWAN exposure to fastest growing alt assets segment" [X Link](https://x.com/shomikghosh21/status/1970234968900280487) [@shomikghosh21](/creator/x/shomikghosh21) 2025-09-22T21:13Z 9032 followers, 1599 engagements "$AMZN starting to look like $GOOGL in March 2024 and June 2025 ✅ out of favor ✅ viewed as lagging in AI ✅ rest of Mag X at all time highs Worked off a ton of multiple expansion" [X Link](https://x.com/shomikghosh21/status/1978173874652037366) [@shomikghosh21](/creator/x/shomikghosh21) 2025-10-14T18:59Z 9036 followers, 2657 engagements "@BerkelKip $SII Asset manager economics (mgmt fee and carry) plus underlying physical asset appreciation since they hold them in reserves" [X Link](https://x.com/shomikghosh21/status/1978929188036833752) [@shomikghosh21](/creator/x/shomikghosh21) 2025-10-16T21:00Z 9035 followers, XXX engagements "@chrismadden_ @dwarkesh_sp @karpathy Yes as long as the ability to use models and agents in this way is easy enough And we seem to be headed there" [X Link](https://x.com/shomikghosh21/status/1979726049857753284) [@shomikghosh21](/creator/x/shomikghosh21) 2025-10-19T01:47Z 9035 followers, XXX engagements "@dschenkelman @on_running Hmm maybe in store inventory Guessing size 15s are bigger than the normal distribution" [X Link](https://x.com/shomikghosh21/status/1979967577725206684) [@shomikghosh21](/creator/x/shomikghosh21) 2025-10-19T17:47Z 9034 followers, XXX engagements "The excellent @dwarkesh_sp pod with @karpathy is a must listen and also Andrej's comments after in this tweet" [X Link](https://x.com/shomikghosh21/status/1979986592417878251) [@shomikghosh21](/creator/x/shomikghosh21) 2025-10-19T19:02Z 9035 followers, XXX engagements "@dwarkesh_sp @karpathy Here is @deedydas tweet summarizing the TRM paper" [X Link](https://x.com/shomikghosh21/status/1979986906864877669) [@shomikghosh21](/creator/x/shomikghosh21) 2025-10-19T19:03Z 9035 followers, XXX engagements "@dwarkesh_sp @karpathy @deedydas Less is More: Recursive Reasoning with Tiny Networks Read the paper here:" [X Link](https://x.com/shomikghosh21/status/1979987177028411546) [@shomikghosh21](/creator/x/shomikghosh21) 2025-10-19T19:05Z 9035 followers, XXX engagements "@dwarkesh_sp @karpathy @deedydas @alex_prompter ReasoningBank: Scaling Agent Self Evolving with Reasoning Memory Read the paper here:" [X Link](https://x.com/shomikghosh21/status/1979987579555713368) [@shomikghosh21](/creator/x/shomikghosh21) 2025-10-19T19:06Z 9034 followers, XXX engagements "@dwarkesh_sp @karpathy @deedydas @alex_prompter If too long to read here's a quick summary of the blog post" [X Link](https://x.com/shomikghosh21/status/1979987795860246905) [@shomikghosh21](/creator/x/shomikghosh21) 2025-10-19T19:07Z 9034 followers, XXX engagements "@Upper20sStCap Also not co-founder CEO that came from PE fund who bought Clearwater initially now been there X years" [X Link](https://x.com/shomikghosh21/status/1958370810588168512) [@shomikghosh21](/creator/x/shomikghosh21) 2025-08-21T03:29Z 9036 followers, XXX engagements "$DAVE & $CHYM - Similar business models - Member Growth: Dave - XX% Chime - XX% - ARPU Growth: Dave - XX% Chime - XX% - Chime about to flex ARPU - Mature FCF profile for Dave but 1/5 of rev Yet Chime trades nearly half of Dave's GP multiple (accounting for dilution)" [X Link](https://x.com/shomikghosh21/status/1969543334747390407) [@shomikghosh21](/creator/x/shomikghosh21) 2025-09-20T23:24Z 9036 followers, 3962 engagements "Why Vertical SaaS is Riding the Waves of AI to New Heights Recent interviews from Andrej Karpathy research papers on ArXiv and analogies to the human brain point to near term model advancements that will be a huge boon for vertical applications. While there is certainly some interest in Vertical SaaS in public or private markets: Harvey & EvenUp (legal vertical) Abridge & OpenEvidence (medical vertical) Owner (restaurant vertical) theres far more attention being paid to horizontal SaaS like Runway Glean HeyGen ElevenLabs Cursor Clay Sierra etc. On the one hand in a new market horizontal" [X Link](https://x.com/shomikghosh21/status/1979984712153358630) [@shomikghosh21](/creator/x/shomikghosh21) 2025-10-19T18:55Z 9036 followers, 3694 engagements "@dwarkesh_sp @karpathy Here is @karpathy tweet talking about the Cognitive Core concept" [X Link](https://x.com/shomikghosh21/status/1979986738983653832) [@shomikghosh21](/creator/x/shomikghosh21) 2025-10-19T19:03Z 9036 followers, XXX engagements "@dwarkesh_sp @karpathy @deedydas Here is @alex_prompter post about Google's ReasoningBank paper" [X Link](https://x.com/shomikghosh21/status/1979987386139574410) [@shomikghosh21](/creator/x/shomikghosh21) 2025-10-19T19:05Z 9036 followers, XXX engagements "@dwarkesh_sp @karpathy @deedydas @alex_prompter And for those who want to read the whole blog post on Substack see below" [X Link](https://x.com/shomikghosh21/status/1979988020310036537) [@shomikghosh21](/creator/x/shomikghosh21) 2025-10-19T19:08Z 9036 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.]
@shomikghosh21 Shomik Ghosh
Shomik Ghosh posts on X about $cwan, $1b, $amzn, cuts the most. They currently have XXXXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.
Engagements: XXX #
- X Week XXXXXX +120%
- X Month XXXXXX -XX%
- X Months XXXXXXX +7.10%
- X Year XXXXXXX +53%
Mentions: XX #
- X Week X -XX%
- X Month XX -XX%
- X Months XXX -XX%
- X Year XXX +67%
Followers: XXXXX #
- X Week XXXXX +0.11%
- X Month XXXXX +0.75%
- X Months XXXXX +9.10%
- X Year XXXXX +16%
CreatorRank: XXXXXXXXX #
Social Influence #
Social category influence finance stocks technology brands social networks
Social topic influence $cwan, $1b #290, $amzn, cuts, $googl, $rddt, pinterest, $pins, saas, $aapl
Top assets mentioned Clearwater Analytics Holdings, Inc. (CWAN) Amazon.com, Inc. (AMZN) Alphabet Inc Class A (GOOGL) Reddit, Inc. (RDDT) Pinterest, Inc. (PINS) Apple, Inc. (AAPL) NVIDIA Corp. (NVDA) Broadcom, Inc. (AVGO) Microsoft Corp. (MSFT) Metadium (META) Shopify Inc (SHOP) Dave Inc. Class A Common Stock (DAVE) Chime Financial, Inc. Class A Common Stock (CHYM)
Top Social Posts #
Top posts by engagements in the last XX hours
"So Reddit $RDDT is up XXX% in X year As I think about what other companies could strike partnerships like this Pinterest $PINS comes to mind They have troves of data on consumer preferences which plays into better ads & better training data 🤔"
X Link @shomikghosh21 2025-09-27T03:58Z 9036 followers, 3378 engagements
"People are not bullish enough on vertical SaaS and domain specific models Will write a blog post to explain more but suffice to say - @dwarkesh_sp & @karpathy talk about $1B parameter model that reasons & retrieves info vs storing in memory - mimics our brain functionality - recent Tiny Recursive Networks for Enhanced Reasoning Paper draws similar conclusions for small reasoning models solving puzzles - recent Google ReasoningBank models gives a framework for all models to improve their reasoning over time with post mortems All of this points to vertical data being more valuable as = less"
X Link @shomikghosh21 2025-10-18T20:30Z 9036 followers, 6417 engagements
"Enterprise Values of Mag X Helps to zoom out & look at absolute valuations to find relative dislocations $NVDA $4.3B $MSFT $3.8B $AAPL $3.7B $GOOG $3.0B $AMZN $2.3B $META $1.8B $AVGO $1.7B"
X Link @shomikghosh21 2025-10-16T04:50Z 9036 followers, 1101 engagements
"@Upper20sStCap No he's got close to 900k shares and also options as well"
X Link @shomikghosh21 2025-08-21T03:28Z 9035 followers, XXX engagements
"A certain company called Clearwater analytics serves a lot of insurance companies & asset managers Their portfolios are XX% fixed income Rate cuts = higher fixed income prices as yields drop If were in a cutting cycle dont sleep on $CWAN"
X Link @shomikghosh21 2025-08-22T14:39Z 9033 followers, 4990 engagements
"🎧 w/ @AndrewRangeley on why $CWAN is a compelling opp My 3rd appearance on the pod $SHOP & $KPG.AX before Slowly trying to get Andrew to embrace growth investing 🤣"
X Link @shomikghosh21 2025-09-22T21:10Z 9036 followers, 5644 engagements
"What many are missing about $CWAN - core Clearwater is going to grow faster than you think over these next X years - rate cuts fuel NRR - new acquisitions open up asset management vertical for CWAN - new acquisitions deepen CWAN exposure to fastest growing alt assets segment"
X Link @shomikghosh21 2025-09-22T21:13Z 9032 followers, 1599 engagements
"$AMZN starting to look like $GOOGL in March 2024 and June 2025 ✅ out of favor ✅ viewed as lagging in AI ✅ rest of Mag X at all time highs Worked off a ton of multiple expansion"
X Link @shomikghosh21 2025-10-14T18:59Z 9036 followers, 2657 engagements
"@BerkelKip $SII Asset manager economics (mgmt fee and carry) plus underlying physical asset appreciation since they hold them in reserves"
X Link @shomikghosh21 2025-10-16T21:00Z 9035 followers, XXX engagements
"@chrismadden_ @dwarkesh_sp @karpathy Yes as long as the ability to use models and agents in this way is easy enough And we seem to be headed there"
X Link @shomikghosh21 2025-10-19T01:47Z 9035 followers, XXX engagements
"@dschenkelman @on_running Hmm maybe in store inventory Guessing size 15s are bigger than the normal distribution"
X Link @shomikghosh21 2025-10-19T17:47Z 9034 followers, XXX engagements
"The excellent @dwarkesh_sp pod with @karpathy is a must listen and also Andrej's comments after in this tweet"
X Link @shomikghosh21 2025-10-19T19:02Z 9035 followers, XXX engagements
"@dwarkesh_sp @karpathy Here is @deedydas tweet summarizing the TRM paper"
X Link @shomikghosh21 2025-10-19T19:03Z 9035 followers, XXX engagements
"@dwarkesh_sp @karpathy @deedydas Less is More: Recursive Reasoning with Tiny Networks Read the paper here:"
X Link @shomikghosh21 2025-10-19T19:05Z 9035 followers, XXX engagements
"@dwarkesh_sp @karpathy @deedydas @alex_prompter ReasoningBank: Scaling Agent Self Evolving with Reasoning Memory Read the paper here:"
X Link @shomikghosh21 2025-10-19T19:06Z 9034 followers, XXX engagements
"@dwarkesh_sp @karpathy @deedydas @alex_prompter If too long to read here's a quick summary of the blog post"
X Link @shomikghosh21 2025-10-19T19:07Z 9034 followers, XXX engagements
"@Upper20sStCap Also not co-founder CEO that came from PE fund who bought Clearwater initially now been there X years"
X Link @shomikghosh21 2025-08-21T03:29Z 9036 followers, XXX engagements
"$DAVE & $CHYM - Similar business models - Member Growth: Dave - XX% Chime - XX% - ARPU Growth: Dave - XX% Chime - XX% - Chime about to flex ARPU - Mature FCF profile for Dave but 1/5 of rev Yet Chime trades nearly half of Dave's GP multiple (accounting for dilution)"
X Link @shomikghosh21 2025-09-20T23:24Z 9036 followers, 3962 engagements
"Why Vertical SaaS is Riding the Waves of AI to New Heights Recent interviews from Andrej Karpathy research papers on ArXiv and analogies to the human brain point to near term model advancements that will be a huge boon for vertical applications. While there is certainly some interest in Vertical SaaS in public or private markets: Harvey & EvenUp (legal vertical) Abridge & OpenEvidence (medical vertical) Owner (restaurant vertical) theres far more attention being paid to horizontal SaaS like Runway Glean HeyGen ElevenLabs Cursor Clay Sierra etc. On the one hand in a new market horizontal"
X Link @shomikghosh21 2025-10-19T18:55Z 9036 followers, 3694 engagements
"@dwarkesh_sp @karpathy Here is @karpathy tweet talking about the Cognitive Core concept"
X Link @shomikghosh21 2025-10-19T19:03Z 9036 followers, XXX engagements
"@dwarkesh_sp @karpathy @deedydas Here is @alex_prompter post about Google's ReasoningBank paper"
X Link @shomikghosh21 2025-10-19T19:05Z 9036 followers, XXX engagements
"@dwarkesh_sp @karpathy @deedydas @alex_prompter And for those who want to read the whole blog post on Substack see below"
X Link @shomikghosh21 2025-10-19T19:08Z 9036 followers, XXX engagements