Jonah Lupton engagement report
@JonahLupton - 554K followers on X
Measured over 22 original posts from a 30-day window, last computed on August 27, 2026.
Engagement
A typical post picks up 208 interactions against 554K followers, an engagement rate of 0.037%. Measured over 22 original posts, its engagement rate beats 51% of 3,739 tracked accounts of a similar size, which puts it in the middle of its size range rather than at either end. Posts are seen about 55K times each, and 0.379% of those impressions turn into an interaction. That is about 9.91% of the follower count, which is the gap between an audience on paper and an audience in a timeline. Posting runs at about 2.2 posts a day over the last 30 days, with activity on roughly 47% of days. Most posts go out around 21:00 UTC, and Thursday is the busiest day of the week. Of the 22 posts sampled, 41% carry an image or video and 14% are part of a thread. The account's strongest tracked post pulled 4.0K interactions, about 19x its own typical post.
Measured over 22 original posts from a 30-day window, last computed on August 27, 2026.
Compared with accounts its own size
Jonah Lupton's engagement rate beats 51% of the tracked X accounts closest to it in follower count (3,739 accounts, accounts of similar size (decile 7 of 10)). A percentile is spread evenly by construction, so 50 really is the middle of that group and 90 really is its top tenth.
On engagement per impression rather than per follower it beats 27% of the same group. When those two numbers disagree, the gap is about how far its posts travel rather than how people react to them.
Where this sits in the catalog
At 0.037%, Jonah Lupton sits above the 25th percentile of the 36,378 accounts in this comparison. That places it in the below the median band, which runs 0.012% to 0.08%.
Show the percentile table
| Percentile | Engagement rate |
|---|---|
| 10th percentile | 0.002% |
| 25th percentile | 0.012% |
| 50th percentile | 0.08% |
| 75th percentile | 0.432% |
| 90th percentile | 2.10% |
| 99th percentile | 161.0% |
This ruler is the whole measured catalog, not a size-matched group: it shows where the raw rate falls across every account we can measure, all of which are large. For a like-for-like comparison, read the size-band percentile above instead. See how the bands are built
Posting timing
This account posts most often around 21:00 UTC, and Thursday is its busiest day of the week. The bars below are the catalog-wide pattern, with this account's own busiest slot marked. They do not show how this account performs at each hour: we keep one aggregate per account, not one per hour, so that measurement does not exist in our data.
Show engagement by hour posted, utc as a table
| Hour (UTC) | Vs author median | Posts |
|---|---|---|
| 00:00 UTC | -1% | 50K |
| 01:00 UTC | -2% | 51K |
| 02:00 UTC | -3% | 50K |
| 03:00 UTC | -4% | 53K |
| 04:00 UTC | -6% | 43K |
| 05:00 UTC | -4% | 42K |
| 06:00 UTC | -4% | 48K |
| 07:00 UTC | -5% | 52K |
| 08:00 UTC | -4% | 60K |
| 09:00 UTC | -3% | 69K |
| 10:00 UTC | -2% | 72K |
| 11:00 UTC | -3% | 78K |
| 12:00 UTC | -2% | 86K |
| 13:00 UTC | -2% | 94K |
| 14:00 UTC | -4% | 97K |
| 15:00 UTC | -2% | 100K |
| 16:00 UTC | -3% | 97K |
| 17:00 UTC | -2% | 90K |
| 18:00 UTC | -1% | 84K |
| 19:00 UTC | -2% | 79K |
| 20:00 UTC | -1% | 74K |
| 21:00 UTC | -1% | 66K |
| 22:00 UTC | -2% | 57K |
| 23:00 UTC | -2% | 51K |
Show engagement by day of week as a table
| Day | Vs author median | Posts |
|---|---|---|
| Sunday | +4% | 230K |
| Monday | 0% | 286K |
| Tuesday | -2% | 276K |
| Wednesday | -1% | 251K |
| Thursday | -1% | 244K |
| Friday | -3% | 252K |
| Saturday | +3% | 227K |
Best tweets
- Aug 19, 202619x their median
Hate data centers all you want, until the research they enable saves someone you love.
- Aug 13, 20267.1x their median
I NEED A STOCK THAT RETAIL DOESNT KNOW ABOUT ONE THAT HASNT BLOWN UP YET WHAT IS IT?!
- Aug 19, 20265.8x their median
Good chart from @TMTBreakout July accelerated both MoM and YoY for the sum of OpenAI and Anthropic. Some chance Anthropic shifted from gross to net reporting for ARR. Meaning the 65b is a more conservative metric than the $47. Smart thing to do before an IPO. Openrouter data shows that AI broadly has accelerated further over the last 3 weeks. Open source taking share is positive for AI infrastructure demand.
- Aug 13, 20262.3x their median
$APP and $TTD both trade at 15x NTM EPS. $APP just grew Q2 revenues at 53% with 84% ebitda margins = 137 score $TTD just grew Q2 revenues by 3% with 34% ebitda margins = 37 score I’m speechless 😶 It’s absurd that $APP is this cheap when management said the tiny miss on Q2 revenues was from a model change and they already fixed the problem and growth has re-accelerated. PS: I talked to a sell side analyst this week that said $APP was purposely conservative with Q3 guidance so they can beat & raise. NFA. DYOR.
- Aug 13, 20262.0x their median
$RDDT (Reddit) just got added to the S&P 500 -- stock is up 8-10% AH This was one of my 6+ catalysts that I expected to play out in the second half of 2026: 1) Get added to S&P 500 2) Get added to Nasdaq 100 3) Announce bigger data licensing deal with Gemini 4) Announce bigger data licensing deal with OpenAi 5) Announce new data licensing deal with Anthropic while settling the ongoing lawsuit 6) Announce bigger stock buyback Each of these catalysts could move the stock by 5-15% with the Google/Gemini deal potentially moving the stock up to 20% because I believe that deal specifically will include better financial incentives for Google Search to send more traffic to Reddit links and generate app downloads... this is what I'm hearing from the experts/analysts. Keep in mind, $RDDT is currently growing revenues 50% YoY yet trades at less than 18x NTM EPS with $2.8B of cash and $0 debt... which means if you include the cash $RDDT is probably trading closer to 16x NTM EPS with a PEG ratio around 0.35x NFA. DYOR. *We are long $RDDT at @FirstWaveFund
- Aug 13, 20261.9x their median
If you were waiting for a catalyst to get bullish on memory stocks... $SNDK just gave you a big one at their investor day. Many investors were afraid revenues at the memory companies would fall off a cliff after 2027 when more capacity will be coming online to help meet surging demand... even though many experts and executives say it's becoming quite clear the memory market will remain constrained into 2028 or later. I've talked to some investors and analysts that thought memory company revenues could decline by 30-50% from 2028 through 2030... $SNDK just threw cold water on that bear case. $SNDK said they expect revenues to increase by 15-20% from 2028 through 2030 which means revenues in 2030 could be $70-90B depending on where 2026 finishes. If we think net income margins come down a little bit but stay in the 50-60% range, then it means net income over the next 3.5 years could be $135-145B. $SNDK market cap is currently around $200B with the company saying 100% of excess cash (above capex) will be returned to shareholders. Not only will we see some massive buybacks over the next few years from the memory companies but we should see multiple expansion with LTAs, price floors and visibility into 15-20% top line growth rates. No reason for $SNDK to be trading at 5x NTM eps after the comments they made today. I genuinely believe these memory stocks should be trading at 10-15x NTM eps because they're showing us these are not cyclical businesses anymore (thanks to ai demand) and these higher prices will stay high and go higher in the coming years as supply still won't be able to keep up with demand. Even if there's some margin compression over the next few years (net income margins go from 65% to 55%)... eps growth will still be ~30% per year if revenues are growing 15-20% per year while the companies are buying back ~15% of their shares per year. If you don't want to pick a memory stock... just buy $DRAM which gets you SK Hynix, Samsung and Kioxia in their local shares plus Micron, Sandisk and a few others. Many of these stocks are still down 30-50% from their highs. NFA. DYOR. *We don't own $SNDK directly but we have plenty of memory exposure at @FirstWaveFund
- Aug 12, 2026
$NBIS Q2 Earnings: (Since the website is down) https://t.co/1S5FsZFUWk
- Aug 12, 2026
Not sure if anyone cares about $CBRS but I'm listening to the earnings call and hearing some pretty bullish stuff. I don't think the stock should be down -15% AH after raising full year guidance and full year gross margins. Stock looks expensive on 2026 numbers but looks cheap if you think they can 10x revenues over the next 3 years.
- Aug 24, 2026
Just reviewed most recent alt data for $RDDT and $APP ... $RDDT Consensus (sell side) is at +49% YoY revenue growth for Q3 Alt data is showing +59% YoY revenue growth for Q3 $APP Consensus (sell side) is at +47% YoY revenue growth for Q3 Alt data is showing +52% YoY revenue growth for Q3 With regards to valuations, coming into the week... $RDDT is trading at 18x NTM EPS (not including cash) $APP is trading at 16x NTM EPS (not including cash). $APP is currently trading around $300 with massive support in the $290s from 200w ema, VWAP from 2023 lows and the .618 fibs retracement from 2023 lows NFA. DYOR.
- Aug 13, 2026
Another stellar earnings report from $NU, nice to see the stock up 8-9% AH https://t.co/lLa10jblvn This company continues to execute at an elite level yet still looks extremely undervalued: Q2 revenues up 50% YoY Q2 net income up 67% YoY Coming into earnings $NU had a market cap of $65B with approx $9B of cash. I think they'll do at least $5.0B of net income over the next 12 months which is approx 15% above consensus but it also means you can buy this business today with these incredible fundamentals for approx 11.2x NTM EPS (using my estimates)... absurdly cheap!!!! I think fair value for $NU is at $24-28 per share, because even with the LATAM risk built into the multiple, this stock should not be trading at less than 20-24x NTM EPS including the cash which is approx $2 per share. I'm being very conservative with my multiple and my fair value... if this was a US based neobank / fintech... it would be trading at 40x NTM EPS with these revenue and profit numbers... maybe higher. NFA. DYOR. *We are long $NU at @FirstWaveFund
Ranked by total interactions across everything we have tracked for this account, which is a longer history than the 30-day window the rates above use. The multiple compares each post to this account's own median.
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Reading these numbers
A typical post picks up 208 interactions against 554K followers, an engagement rate of 0.037%. Measured over 22 original posts, its engagement rate beats 51% of 3,739 tracked accounts of a similar size, which puts it in the middle of its size range rather than at either end. Posts are seen about 55K times each, and 0.379% of those impressions turn into an interaction. That is about 9.91% of the follower count, which is the gap between an audience on paper and an audience in a timeline. Posting runs at about 2.2 posts a day over the last 30 days, with activity on roughly 47% of days. Most posts go out around 21:00 UTC, and Thursday is the busiest day of the week. Of the 22 posts sampled, 41% carry an image or video and 14% are part of a thread. The account's strongest tracked post pulled 4.0K interactions, about 19x its own typical post.
- What is Jonah Lupton's engagement rate on X?
- Jonah Lupton (@JonahLupton) has an engagement rate of 0.037%, based on the median interactions across 22 original posts from the last 30 days against 554,073 followers. Replies, reposts and quote-posts of other people are excluded from that sample.
- Is that a good engagement rate?
- At 0.037%, Jonah Lupton sits above the 25th percentile of the 36,378 accounts in this comparison. Those comparison accounts are all large ones, because our scanning cadence is weighted towards big accounts, so this is a ranking among peers of similar scale rather than a ranking across X.
- Does @JonahLupton have real engagement?
- Its engagement rate beats 51% of the tracked X accounts closest to it in follower count (3,739 accounts), which puts it in the middle of its size range group. Ranking inside a size band matters because engagement rate falls as accounts grow, so a raw rate would mostly re-measure the follower count. It is a starting point for a look at follower quality, not a verdict on it.
- When does @JonahLupton post?
- Most posts go out around 21:00 UTC, and Thursday is its busiest day, at roughly 2.2 posts per day across the measured window.