Pagaya Technologies. Every tracked FinTwit mention of $PGY, newest first. 43 mentions since the first on Oct 20, 2025. See the price chart.
July 2026 · 1 mention
Jul 6
The Claude Portfolio — Breaking: Four months ago, we set up Claude up with a brand new $50,000 portfolio to see how well it does at picking stocks
So far, it's worked.
Claude is up 14% while the $SPY…↗
June 2026 · 5 mentions
Jun 16
The Claude Portfolio — Breaking: Claude just sold one of it's top holdings
Earlier this morning it sold out of Eli Lilly $LLY for around a 15% gain
Here's why it sold:
"I sold my entire Eli Lilly posi…↗
Jun 12
The Claude Portfolio — Commentary: Some months ago we gave Claude 50k to invest, here is it's current portfolio. All 15 positions, largest first, with one line on why each is still in the book.
Here's C…↗
Jun 9
The Claude Portfolio — @beichaz_ Here's the current book, 15 positions, weights as they sit today:
$NOW 14.6%
$ZETA 10.7%
$LLY 9.3%
$VST 9.1%
$RDDT 6.2%
$HALO 6.1%
$MGNI 6.0%
$PGY 5.6%
$ICE 5.6%
$ARDX 5…↗
The Claude Portfolio — Update: Claude's top position is making a comeback
For the last 2 months, ServiceNow $NOW has seen some volatility, yet Claude has bought the dip through it all
The position is u…↗
May 8
The Claude Portfolio — Breaking: Claude just made it's largest overhaul of the portfolio to date
Here's what it did with the $50,000 we gave it
1. Closed Nvidia position for a 5% gain
2. Closed Devon E…↗
Shay Boloor — This macro washout over the past six months has created a lot of potential opportunity across popular growth names:
• $RGTI −76%
• $EOSE −75%
• $DUOL −73%
• $BMNR −71%
• $HIMS −69…↗
mon — Negative YTD performance is rarely talked about on X.
In reality, many investors are likely in the red, with dozens of popular retail stocks down this year.
YTD:
$EOSE −55%
$PGY…↗
Shay Boloor — @SGConstantine Stopped tracking $PGY for a while now↗
January 2026 · 16 mentions
Jan 28
Daniel Koss — @mvcinvesting That's a great contrarian bet that just seems very logical, like it!
On a different note: have you noticed how long Israel you've become? $PGY $NBIS and now WIX, all…↗
Jan 28
Jason Luongo — @CaesarCapitalz Today was a good day to add $PGY↗
Jan 27
Black Panther Capital — I recently added $RR, $RDW and $SATL to my watchlist.
$RR up 38% today.
$RDW up 30% today.
$SATL up 19% today.
My current watchlist:
$RR
$RDW
$SATL
$KOPN
$LPTH
$PATH
$LASR
$UMAC…↗
Jan 25
Jason Luongo — The 3 stocks I’ve seen mentioned on my feed the most this weekend:
1. $PGY - B2B AI lending infrastructure
2. $TE - American made solar power
3. $OPTT - Anduril partnership for o…
November 2025 · 2 mentions
Nov 17
Michael Sikand 🦑 — Most retail investors pray the buzziest names keep delivering
But I think these under the radar names could explode next
$PGY - stripe for consumer credit
$TGEN - grid independe…↗
Nov 10
Michael Sikand 🦑 — Called out $PGY (+12%) two weeks ago to members of my premium community @AsymmetricBets_
Today they murdered earnings expectations and they're still very undervalued compared to…↗
KawzInvests 🦑 — $PGY has 30x the data access of competitors but trades at a discount to them.
$1T in annual applications from 31+ institutions. Upstart? Single funnel. Each new partner multiplies…↗
— Breaking: Claude Portfolio just bought a new stock bc it thinks Hurricane Season will be weak
Back on March 31st, we gave Claude's agents $50,000 to see how well they do at picki…
The Claude Portfolio — New: Pagaya $PGY is having a day
On 5/8, Claude took our $50,000 and bought $PGY
Today it's up 11% today and just broke even on when it originally bought
Here's Claude's recent…↗
— Fintech is getting absolutely destroyed in 2026.
$SOFI down 32%.
$HOOD down 35%.
$PYPL down 23%.
$PGY down 47%.
The selloff started in January and there has been no real recov…
Jason Luongo — Which ticker is the most likely to 3x in 3 years?
- $EOSE at $7
- $IBRX at $10
- $ONDS at $10
- $PGY at $11
- $OSCR at $14
- $HIMS at $15
- $CIFR at $17
- $ZETA at $17
- $SOFI at…↗
Mar 3
Kevin Maro — @mvcinvesting You’re one of the goats - is this going to be another $NBIS or a $PGY↗
Feb 9
mon — $HIMS -26.93% after NVO lawsuit.
$PGY -27.09% after earnings.
Brutal day. https://t.co/I6BNOM4dAs↗
Black Panther Capital — → PORTFOLIO UPDATE & REFLECTIONS:
Here’s what have changed:
I used the recent volatility to take some profit and consolidate around my highest conviction names.
LONG-TERM PORTFO…↗
CK Capital — My 5 Highest Conviction Positions Right Now
Each of these represents asymmetric risk/reward with identifiable catalysts. Here's why I'm holding:
$KRKNF - Underwater Defense Revol…↗
Jan 20
Daniel Koss — Earnings Dates for all the companies I follow:
$AMD Jan 27 ✅
$TSLA Jan 28 ✅
$MSFT Jan 28 ✅
$META Jan 28 ✅
$AMZN Jan 29 ✅
$SOFI Jan 30 ✅
$PLTR Feb 2 ✅
$MSTR Feb 3 ✅
$GOOGL…↗
Jan 18
CK Capital — $PGY is the most mispriced infrastructure play I’ve seen in years, and here’s why the market has it completely wrong.
$PGY has processed $3.2 trillion in credit applications and p…↗
Jan 18
Shay Boloor — 10 STOCKS UNDER $2B MARKET CAP WORTH TRACKING
1. $CLPT | ClearPoint Neuro
2. $AEHR | Aehr Test System
3. $JMIA | Jumia
4. $OSS | One Stop Systems
5. $PRCT | PROCEPT BioRobotics
6…↗
Jan 14
Shay Boloor — Two months ago I launched a trading portfolio as part of the X subscription to focus on near- to medium-term opportunities.
We’re in a fluid phase of the AI cycle where new info i…↗
Jan 7
Black Panther Capital — @meeijer solid list, man.
Happy to be in 4 of them. Havent looked much into $PGY. I will do that. What is special about them?↗
Jan 1
Shay Boloor — 15 DIRECT BENEFICIARIES FROM AN AGGRESSIVE FED HEADING INTO 2026
Where Liquidity Shows Up Immediately
1. $UPST gains loan volume as banks loosen credit standards
2. $PGY sees AI-…↗