@CorneliaLake Avatar @CorneliaLake Lake Cornelia Research Management

Lake Cornelia Research Management posts on X about $te, $soc, in the, lake the most. They currently have [------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

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Social Influence

Social category influence stocks 38.21% finance 34.15% cryptocurrencies 24.39% technology brands 10.57% financial services #1931 countries 4.88% celebrities 2.44% exchanges 0.81% currencies 0.81% fashion brands 0.81%

Social topic influence $te #67, $soc 8.94%, in the 6.5%, lake #1003, we are 6.5%, $owl #17, $comp 5.69%, $aiot 5.69%, ai 4.88%, $mixt 4.88%

Top accounts mentioned or mentioned by @andrewrangeley @yetanothervalue @spacanpanman @minotaurstocks @grandtokamak @wolfpackreports @investornick @beatals44 @billackman @lakecorneliap180064285 @lakecorneliap186153534 @lakecorneliap182571265 @caesarspalace @caesarssports @finfreedommgmt @surethingcap @bambavalance @kieranwgoodwin @lakecornelianotep180674592r1niz6qutmmediumiosutmsourcenotesshareaction @mac003c

Top assets mentioned Sable Offshore Corp. (SOC) Blue Owl Capital, Inc. (OWL) Compound (COMP) OKZOO (AIOT) Rocket Companies, Inc. (RKT) Oracle Corporation (ORCL) First Solar, Inc. (FSLR) Ares Management, Corp. (ARES) Microsoft Corp. (MSFT) Metadium (META) Apollo Global Management, Inc. (APO) Blackstone, Inc. (BX) Nebius Group N.V. Class A Ordinary Shares (NBIS) Zillow Group, Inc. (ZG) Orion Protocol (ORN) Tidewater, Inc. (TDW) Salesforce Inc (CRM) KKR & Co, Inc. (KKR) TPG Inc. (TPG) Iris Energy Limited (IREN) GE Vernova Inc. (GEV) Bloom Energy Corporation (BE) Vistra, Corp. (VST) NRG Energy Inc (NRG) Constellation Energy Corp (CEG) Alphabet Inc Class A (GOOGL) Amazon.com, Inc. (AMZN) IonQ, Inc. (IONQ) SkyWater Technology, Inc. (SKYT) PayPal Holdings Inc (PYPL) Blue Owl Capital Corporation (OBDC) Transocean LTD. (RIG) TechnipFMC (FTI) Now Coin (NOW) HUBSPOT, INC. (HUBS) Blue Owl Technology Finance Corp. (OTF) Helium IOT (IOT) Born in [--] (19) Spirit Airlines, Inc. (SAVE) Hamilton Lane Incorporated Class A Common Stock (HLNE)

Top Social Posts

Top posts by engagements in the last [--] hours

"There was an early moment of my hedge fund career that drove this point home 👇. The first hedge fund I worked at was a large investor in the Enron bankruptcy. They used to do firm wide teach ins on the big positions so everyone felt enfranchised. They put the capital structure up on the projector and instead of linear boxes it was this insane treasure map with arrows circles and lines going all over the place(I could be mistaken but I am half sure that Lou Pai had a dancer get a tattoo of it and it covered all of her back but everyone assumed it was sandscrit)after a few seconds of everyone"
X Link 2023-11-08T00:38Z 28.8K followers, 245.2K engagements

"Credit Hedge Funds are so much more urbane than equity funds. Credit guys have to be more thoughtful given the negative convexity and lower liquidity. Analysts will make pitches on ideas and the PM will look out the window lost in thought and say something like "I bet the third owner of this asset makes money." and then the meeting will end and the fund will get short"
X Link 2023-11-11T20:59Z 28.8K followers, 89K engagements

"Hedge Fund People You Meet: The Angry Men of Credit You can read below the constructive feedback from the very sharp credit maven below. I have met a lot of these people in my career. At times in my worser moments I have been an angry man of credit. You cover the same few names and every day get pestered with the same questions and at some point you convince yourself that you will never convince your PM to do what you want and all the risk you have on is stuff you loath. How do you advance How do you get paid Man it can be tough.but you just have to stay positive and keep trying. The best"
X Link 2024-01-15T00:14Z 28.8K followers, 203.7K engagements

"$NMM Lake Cornelia Research Management publishes [--] page update to its $NMM thesis post Q2 earnings. Our initial memo got it wrong; the story is better than we appreciated. We think the stock will transition from its current absurdly low value of 0.35x NAV ($150 per share vs $53 current price) to trading at a premium to comps (which currently trade at 0.8x - 1.1x NAV). We think the the rest of the shipping sector is giving the game away by under investing in fleet growth and buying back stock near [---] - 0.9x NAV and increasing dividends at the moment in the cycle when you want to land grab."
X Link 2024-08-31T15:24Z 28.8K followers, 58.1K engagements

"Had a great chat with @AndrewRangeley @YetAnotherValue Hope everyone enjoys and looking forward to a great [----] $TOI $TE $ASTS $NBIS $WGS $SOC Podcast #358 is up @CorneliaLake has a wide ranging conversation on everything from $TOI to inflection investing https://t.co/MDD9meaGOe Podcast #358 is up @CorneliaLake has a wide ranging conversation on everything from $TOI to inflection investing https://t.co/MDD9meaGOe"
X Link 2026-01-08T14:06Z 28.8K followers, 21.5K engagements

"POV: Asian wives realizing this halftime show is a psyop to get SF tech bros to move to Miami and date a Latina"
X Link 2026-02-09T01:27Z 28.8K followers, 174.6K engagements

"Boomers for the win There's one group of market participants that will reliably be the last to adjust to a new paradigm https://t.co/v18nmnidAp There's one group of market participants that will reliably be the last to adjust to a new paradigm https://t.co/v18nmnidAp"
X Link 2026-02-11T04:33Z 28.8K followers, [----] engagements

"Trump has spoken. Data Centers need captive inside the fence power generation. The shortest term solution (with $GEV $SIEGY sold out on gas turbines) and nukes taking 6-10 years are things like $BE $FSLR $TE. Our note on $TE is below. $VST $TLN $NRG $CEG and more are all fine too. Power cycle continues @AndrewRangeley and I discussed some of this on a recent @YetAnotherValue podcast: https://podcasts.apple.com/us/podcast/yet-another-value-podcast/id1526149547i=1000744299850 $TE $FSLR Our second note on $TE is . One of the things we like about the trade is the huge positive sector beta in"
X Link 2026-01-13T00:01Z 28.8K followers, 185.1K engagements

"$TOI $XGN $ASTH $PGNY $ACHC $STIM $AIRS Stock action has been ugly since conference started. We will see what tomorrow brings"
X Link 2026-01-14T02:43Z 28.8K followers, [----] engagements

"$ASTH $PRVA We highlighted $ASTH in our very lively subscriber chat a few weeks ago. Here are our more detailed thoughts. https://open.substack.com/pub/lakecornelia/p/astrana-health-the-son-becomes-ther=1niz6q&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/lakecornelia/p/astrana-health-the-son-becomes-ther=1niz6q&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2026-01-16T20:12Z 28.8K followers, [----] engagements

"Our thoughts heading into the week as the SaaS Wars continue. We examine a few corporate deaths and start to address the "speed" question that many investors are struggling with. How much duration do SaaS companies really have $IGV $OWL $ARES $MSFT $AMZN https://open.substack.com/pub/lakecornelia/p/the-killing-fields-of-silicon-valleyr=1niz6q&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/lakecornelia/p/the-killing-fields-of-silicon-valleyr=1niz6q&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2026-02-09T03:49Z 28.8K followers, [----] engagements

"https://youtu.be/MJEAGd1bQucsi=nvreh4UWHeaBnYat Tobey Maguire is dating a [--] year old. There is a THIRTY year age gap between them. https://t.co/3GjD6Q3Zm5 https://youtu.be/MJEAGd1bQucsi=nvreh4UWHeaBnYat Tobey Maguire is dating a [--] year old. There is a THIRTY year age gap between them. https://t.co/3GjD6Q3Zm5"
X Link 2026-02-10T18:05Z 28.8K followers, 10.2K engagements

""The Selling Becomes Pavlovian" New note. $IWF $IWD $OIH $IGV https://open.substack.com/pub/lakecornelia/p/the-selling-becomes-pavlovianr=1niz6q&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/lakecornelia/p/the-selling-becomes-pavlovianr=1niz6q&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2026-02-12T16:29Z 28.8K followers, [----] engagements

"$COMP $HOUS $ZG Our new [--] page note on the $COMP $HOUS merger is up: https://open.substack.com/pub/lakecornelia/p/compass-comp-hous-merger-a-surgingr=1niz6q&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/lakecornelia/p/compass-comp-hous-merger-a-surgingr=1niz6q&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2025-11-24T16:11Z 28.8K followers, [----] engagements

"$COMP $HOUS $ZG $RKT We spoke with IR last week after our first note. Here is what we learned. https://lakecornelia.substack.com/p/comp-hous-merger-a-call-with-managementr=1niz6q https://lakecornelia.substack.com/p/comp-hous-merger-a-call-with-managementr=1niz6q"
X Link 2025-12-03T02:01Z 28.8K followers, [----] engagements

"$STGW Our thoughts on $STGW. Is it time for this thing to re-rate after a [--] year slog https://open.substack.com/pub/lakecornelia/p/stagwell-stgw-ready-to-re-rater=1niz6q&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/lakecornelia/p/stagwell-stgw-ready-to-re-rater=1niz6q&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2026-01-20T21:32Z 28.8K followers, [----] engagements

"Take: There is a currently at least one short report on $IONQ being written that is centered around the stock collar tied to the $SKYT deal"
X Link 2026-01-26T18:27Z 28.8K followers, 12.6K engagements

"$ORN New note on $ORN. Can this $18 billion project backlog get converted to revenue https://open.substack.com/pub/lakecornelia/p/orn-helping-the-military-scare-chinar=1niz6q&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/lakecornelia/p/orn-helping-the-military-scare-chinar=1niz6q&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2026-01-30T21:21Z 28.8K followers, [----] engagements

"SOURCES: WINKLEVOSS TWINS SEND EMAIL TO CRYPTO OPPONENT FORMER SEC CHAIR GARY GENSLER. THE EMAIL HAD NO TEXT JUST MULTIPLE HEART EMOJIS AND A TABLE WITH THE PRICE CHANGE OF MULTIPLE 3X LEVERED PRECIOUS METAL ETFS. SEN WARREN AND MIKE NOVOGRATZ WERE CCD"
X Link 2026-01-30T23:56Z 28.8K followers, [----] engagements

"In our note on $BW which we pitched at $5 we had an extensive discussion of the history of E&C names going back to 2002-2007 period when Gendell bought 20% of all of them. With this note on $ORN we walk through the history since IPO and note all the issues. Its basically a rule with any E&C company that if you dare mention it that at least 10+ people will respond in the knowing way that you have. Comes with the territory. https://open.substack.com/pub/lakecornelia/p/babcock-and-wilcox-bw-denham-ai-magicr=1niz6q&utm_medium=ios&shareImageVariant=overlay"
X Link 2026-01-31T03:06Z 28.8K followers, [---] engagements

"Elon: We are building a fab with [---] GW a year of capacity Market: sell solar names Elon: We are going to build the fab because we plan on putting up thousands of satellites with solar panels for data centers in space Market: $TE $FSLR 🚀"
X Link 2026-01-31T19:12Z 28.8K followers, [----] engagements

"R.I.P. Leveraged Sellout. We would have a story about an EVP at $MS being tasked with taking back the title of goyim in abundance from $JPM while $GS still wins books left despite doing a padel event with a [--] minute opening Q&A on wellness. Meanwhile Dahlman Rose will never be be usurped as the undisputed king of Wall Street yacht partiesIYKYK 🚨NEW: Epstein warns Peggy Siegal that they're going to a party with "goyim in abundance" on an email chain called "Yacht Slut." 💀 https://t.co/tmGhXrx8wY 🚨NEW: Epstein warns Peggy Siegal that they're going to a party with "goyim in abundance" on an"
X Link 2026-01-31T23:28Z 28.8K followers, 12.4K engagements

"$EBAY $PYPL We wrote about this in December. $EBAY looking solid here and has an AI tailwind. https://open.substack.com/pub/lakecornelia/p/ebay-an-inorganic-share-cannibalr=1niz6q&utm_medium=ios&shareImageVariant=overlay Ebay has a chance to do the funniest thing https://t.co/4DccffW6YM https://open.substack.com/pub/lakecornelia/p/ebay-an-inorganic-share-cannibalr=1niz6q&utm_medium=ios&shareImageVariant=overlay Ebay has a chance to do the funniest thing https://t.co/4DccffW6YM"
X Link 2026-02-03T22:02Z 28.8K followers, [----] engagements

"$OWL is the $ETE of [----]. Like the failed $WMB merger $OBDC tried a merger too. People alive to see the MLP blow up in 2014-2015 watching a new generation of people buy fake yield on the way down. It took the MLPs 6-7 years to bottom and we still havent taken back the prior highs. BDCs will be a similar tale. Products sold as safe and yield based lose investor interest for 1-2 generations when they fail. https://twitter.com/i/web/status/2018844004046250039 https://twitter.com/i/web/status/2018844004046250039"
X Link 2026-02-04T00:28Z 28.8K followers, [----] engagements

"$PYPL Management matters. Vision matters. Below captures all the missed opportunities. Sad story. Evolve or die. A few thoughts about PayPal nearly [--] years after I left. I woke up this morning to dozens of messages from former PayPal colleagues. It pushed me to finally speak up. I never spoke publicly about the company after I left. Part of that was loyalty to John Donahoe who gave me A few thoughts about PayPal nearly [--] years after I left. I woke up this morning to dozens of messages from former PayPal colleagues. It pushed me to finally speak up. I never spoke publicly about the company"
X Link 2026-02-04T03:27Z 28.8K followers, [----] engagements

"@WolfpackReports 🤔 $IONQ $SKYT Take: There is a currently at least one short report on $IONQ being written that is centered around the stock collar tied to the $SKYT deal. Take: There is a currently at least one short report on $IONQ being written that is centered around the stock collar tied to the $SKYT deal"
X Link 2026-02-05T00:02Z 28.8K followers, [----] engagements

"$ORN Up nicely today on a great deal in marine construction. Our full substack note from [--] days ago $ORN New note on $ORN. Can this $18 billion project backlog get converted to revenue https://t.co/0k5iDKFhYx https://t.co/xHLlPNiq6T $ORN New note on $ORN. Can this $18 billion project backlog get converted to revenue https://t.co/0k5iDKFhYx https://t.co/xHLlPNiq6T"
X Link 2026-02-05T14:53Z 28.8K followers, [----] engagements

"$RIG $VAL $TDW $NE $SDRL $BORR $FTI $SUBCY $SPM Our initial thoughts on the merger today. https://open.substack.com/pub/lakecornelia/p/rig-val-an-equity-offering-via-mergerr=1niz6q&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/lakecornelia/p/rig-val-an-equity-offering-via-mergerr=1niz6q&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2026-02-09T17:46Z 28.8K followers, [----] engagements

"RT @Investor_NICK_: No one will ever win the way boomers have won the last 20+ years everything is working in their favor. Absolutely inc"
X Link 2026-02-09T23:31Z 28.8K followers, [--] engagements

"Just feel like I can wait till May earnings to decide and risk of missing out is maybe $0.25 - [----] per share. This is going to be a slow grind. Agree its "private equity attractive" on a [--] year hold. With the software $IGV backdrop the bar is pretty high. Lack of North American growth is also a big issue - people will need to see the inflection. https://twitter.com/i/web/status/2021309477052387703 https://twitter.com/i/web/status/2021309477052387703"
X Link 2026-02-10T19:45Z 28.8K followers, [---] engagements

"$43 for cheese pizza in Vegas https://maps.app.goo.gl/tVJAcyw4TYJDp8et9g_st=ic @beatals44 $43 for a margarita pie. https://t.co/oooXY1C4Le https://maps.app.goo.gl/tVJAcyw4TYJDp8et9g_st=ic @beatals44 $43 for a margarita pie. https://t.co/oooXY1C4Le"
X Link 2026-02-11T03:38Z 28.8K followers, [----] engagements

"@BillAckman now long $META Our two notes highlighting it as an AI winner. We see [--] x $50 = $1500 https://substack.com/@lakecornelia/p-180064285 https://substack.com/@lakecornelia/p-186153534 https://substack.com/@lakecornelia/p-180064285 https://substack.com/@lakecornelia/p-186153534"
X Link 2026-02-11T18:28Z 28.8K followers, [----] engagements

"Our [--] page update on $TOI is live. We discuss the recent events in the oncology space including how its different from $EVH and why the big three drug distributors $MCK $COR $CAH are racing to roll-up oncology assets at 18x EBITDA. https://open.substack.com/pub/lakecornelia/p/the-oncology-institute-toi-a-growthr=1niz6q&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/lakecornelia/p/the-oncology-institute-toi-a-growthr=1niz6q&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2025-12-09T23:47Z 28.8K followers, 35.2K engagements

"$MOB with a design win from UAE and new order. We wrote up a call with management in November Mobilicom Announces New Design Win and Initial Order from United Arab EmiratesBased Arms Manufacturer January [--] [----] 07:00 ET Source: Mobilicom Limited New customer engagement supports Mobilicoms expansion across the Middle East region with live prototype demonstration planned at UMEX Abu Dhabi in January [----] Palo Alto California Jan. [--] [----] (GLOBE NEWSWIRE) -- Mobilicom Limited (Nasdaq: MOB MOBBW) (Mobilicom or the Company) a provider of cybersecurity and robust solutions for drones and robotics"
X Link 2026-01-05T13:47Z 28.8K followers, [----] engagements

"$TOI $RDNT TOI got the CFO of $RDNT to join their BoD. Huge win and thesis affirming. Our long note on $TOI is 👇 - The Oncology Institute Announces Addition of Board Member Mark Stolper Jan [--] [----] CERRITOS Calif. Jan. [--] [----] (GLOBE NEWSWIRE) -- The Oncology Institute Inc. (TOI) (NASDAQ: TOI) one of the largest value-based oncology groups in the United States today announced that Mark Stolper has joined the Board of Directors effective January [--] [----]. Mr. Stolper brings significant public markets financial and operational leadership experience to The Oncology Institutes board. Mr. Stolper"
X Link 2026-01-05T18:09Z 28.8K followers, [----] engagements

"$HE With the breakout today we are sharing our [----] note on $HE. We said $15-20 back then. https://open.substack.com/pub/lakecornelia/p/our-hawaiian-electric-note-from-2024r=1niz6q&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/lakecornelia/p/our-hawaiian-electric-note-from-2024r=1niz6q&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2026-01-22T18:37Z 28.8K followers, [----] engagements

"$OWL $ARES $APO $QQQ We highlighted in our 30+ page piece on the credit cycle that the private credit guys are massively overweight legacy software / SaaS on an outright basis and vs. the HY index $HYG. The move in legacy SaaS names $ORCL $MSFT $CRM $NOW $HUBS continues to work against them. The best guys in private credit are at 40% LTV and cash pay.but as always happens when AUM growth meets lack of supply.the "fast followers" in private credit likely in part fooled themselves into thinking they can do enough with structure (ie lower LTV PIK option seniority) to save them. Note also that HC"
X Link 2026-01-29T17:35Z 28.8K followers, 38.1K engagements

"$OWL $ARES $APO $BX $KKR $TPG $OTF $OBDC Link to our memo on credit markets where we call our software exposure of private credit guys. Entire complex getting torched today. $OWL $ARES $APO $QQQ We highlighted in our 30+ page piece on the credit cycle that the private credit guys are massively overweight legacy software / SaaS on an outright basis and vs. the HY index $HYG. The move in legacy SaaS names $ORCL $MSFT $CRM $NOW $HUBS continues to https://t.co/iGPFJa8E89 $OWL $ARES $APO $QQQ We highlighted in our 30+ page piece on the credit cycle that the private credit guys are massively"
X Link 2026-02-03T16:34Z 28.8K followers, 11.7K engagements

"SOURCES: BLUE OWL CO-CEO MARC LIPSCHULTZ STEPS OUT OF IC TO SEND EMAIL. IT WAS IN THE HEART OF A DATA CENTER LOAN PITCH. HE EMAILED IR TO MAKE A SLIDE HIGHLIGHTING $OWL VS. OTHER SPACS OF THE SAME VINTAGE. STILL OVER $10 IS A BIG DEAL"
X Link 2026-02-03T23:55Z 28.8K followers, 11.8K engagements

"SaaS investor rotating into something with a better r/r A bettor at @CaesarsPalace in Las Vegas just placed a $253000 on Heads (-103). Super Bowl coin flip bet was made in cash per @CaesarsSports spokesperson. A bettor at @CaesarsPalace in Las Vegas just placed a $253000 on Heads (-103). Super Bowl coin flip bet was made in cash per @CaesarsSports spokesperson"
X Link 2026-02-08T23:34Z 28.8K followers, [----] engagements

"No one dreams bigger than an over levered Latin crypto buyer of a miami villa who wanted to impress his mistress and now has to pay home insurance and property taxes: https://apps.realtor.com/mUAZ/pn0vg02v https://apps.realtor.com/mUAZ/pn0vg02v"
X Link 2026-02-10T02:04Z 28.8K followers, [----] engagements

"Thoughts on $AIOT post the Q https://open.substack.com/pub/lakecornelia/p/aiot-monitoring-the-situationr=1niz6q&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/lakecornelia/p/aiot-monitoring-the-situationr=1niz6q&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2026-02-10T15:56Z 28.8K followers, [----] engagements

"Small caps gonna small cap. When you have an illiquid stock that gets people stuck the discounts are larger. Management done a fine job of controlling things they can control. The "Rule of 40" message I think was more the tell.this is an industrials business. Once again a valuation gap between a premium $IOT and sub premium roll-up $AIOT is resolving closer to the lower end comp. Can still work from here and monitoring the situation. Just have plenty of other names that feel easier. https://twitter.com/i/web/status/2021311750872739912 https://twitter.com/i/web/status/2021311750872739912"
X Link 2026-02-10T19:54Z 28.8K followers, [---] engagements

"$PRCH Earnings AMC tomorrow. Stock has come off from $19 to $7.50. We get ready for the call. https://open.substack.com/pub/lakecornelia/p/porch-group-prch-from-spac-dust-tor=1niz6q&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/lakecornelia/p/porch-group-prch-from-spac-dust-tor=1niz6q&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2026-02-11T00:43Z 28.8K followers, [----] engagements

"$SPY $QQQ $IWF $IWD $OIH $RSP Our thoughts on today. Value is Now Momentum https://open.substack.com/pub/lakecornelia/p/value-is-now-momentumr=1niz6q&utm_medium=ios https://open.substack.com/pub/lakecornelia/p/value-is-now-momentumr=1niz6q&utm_medium=ios"
X Link 2026-02-11T18:57Z 28.8K followers, [----] engagements

"$PRCH Our note below. Guide fine solid Q. Stock +15% and can multi bag from here $PRCH Earnings AMC tomorrow. Stock has come off from $19 to $7.50. We get ready for the call. https://t.co/FE0UKd0DdK $PRCH Earnings AMC tomorrow. Stock has come off from $19 to $7.50. We get ready for the call. https://t.co/FE0UKd0DdK"
X Link 2026-02-11T21:09Z 28.8K followers, [----] engagements

"We follow up on $PRCH post earnings and drill down on the reciprical insurance co setup and how the $660 of medium term EBITDA targt could play out (they did $76 this year in EBITDA). https://open.substack.com/pub/lakecornelia/p/prch-q4-earningsr=1niz6q&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/lakecornelia/p/prch-q4-earningsr=1niz6q&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2026-02-13T03:50Z 28.8K followers, [----] engagements

"About [--] minutes in the PGM Head of Macro (who is an actual head of macro) talks about his long on MBS. He talks about this being a Goldilocks zone where rates can fall but pre-payments wont accelerate that much (which is the usual negative for MBS vs UST as your duration tends to shrink when you are right and extend when you are wrong) thus hurting convexity / returns). Dont have his chart but found this one from 2022shows that most rates on current mortgages are sub 4%. Pretty bullish potentially and creates a reflexive loop if it plays out. $TLT $SPY $IWM $FMNA $FMCC"
X Link 2024-09-15T15:55Z 28.8K followers, [----] engagements

"$AIOT Unity in South Africa now (ie rolled out to $MIXT guys). Company guided this would occur withing [--] months of the deal (closed in April). Unity is growing at 30% per year but is a small piece of the pie. Table below with the bridge on where revenue is coming from. Post Fleet Complete US becomes 43% of the company. Still waiting for the company to file the S-1 for the PIPE (will register the shares and also disclose who bought it). Earnings and Investor Day over the next month. https://twitter.com/i/web/status/1846179816531283991 https://twitter.com/i/web/status/1846179816531283991"
X Link 2024-10-15T13:22Z 28.8K followers, [----] engagements

"New $CVS CEO came in saw $HUM going to the moon and decided to buy $SGFY and $OSH. The bankers pitched both deals to a lot of other smart people. No one calling out $AMZN for the $ONEM deal that has to be a bigger disaster. $WBA in the toilet too and they only did VillageMD. Just goes to show you $UNH is all you need. https://twitter.com/i/web/status/1847357892690923632 https://twitter.com/i/web/status/1847357892690923632"
X Link 2024-10-18T19:23Z 28.8K followers, [----] engagements

"$AIOT Earnings in the morning our updated memo is in the thread below. Expect another messy Q with FC deal and more integration from $MIXT. Investor day in [--] weeks. Consensus Revenue: [-----] EBITDA: [-----] EPS: -.04 $AIOT Lake Cornelia Research Management announces new $20 target for $AIOT on the heels of the Fleet Complete transaction announced today. Link to our deal memo is below. We see this deal as transformative and a big step to getting scale in the key North American market. $AIOT Lake Cornelia Research Management announces new $20 target for $AIOT on the heels of the Fleet Complete"
X Link 2024-11-11T20:18Z 28.8K followers, 15.9K engagements

"@FinFreedomMgmt @SureThingCap Its fine. But all the value guys already there. To get incremental buyers you need growth of more time. PIPE guys abs others from $MIXT deal clearly still looking to monetize. Thought Q was fine"
X Link 2024-11-12T15:44Z 28.8K followers, [---] engagements

"@Bamba_valance Most of legacy business isnt that high growth. Slow business cycle too so product revenue leads services. $MIXT had a lot of turn from their energy exposed stuff. FC is way way way more a true comp to $IOT and expect growth to ramp"
X Link 2024-11-12T23:34Z 28.8K followers, [---] engagements

"$AIOT At a conference tomorrow and then Investor Day Wednesday. We are expecting at least a guidance boost for FY [----] (ie ends March) given the continued outperformance of the $MIXT / $PWFL assets which are tracking to over $310 mm of revenue vs guide of at least $300. Expect most of the investor day to focus on bigger picture stuff. Separately liquidity so far holding at about [--] mm shares a day since earnings. This is really big as its been sub 700k for ages and many guys have been limited by their risk guidelines (typically 1-2 days ADV). $AIOT Lake Cornelia Research Management announces"
X Link 2024-11-19T00:11Z 28.8K followers, [----] engagements

"$AIOT Decent sized block crossed. A lot of the legacy $PWFL $MIXT guys who held through the 💩 for 2-3 years have been exiting of late per 13F / G / D filings. May be another finished. Volume has been elevated since the earnings print and presume some LT guys are taking the liquidity and moving on. Investor Day tomorrow. They are at CH conference today. Our PT is $20+ over next [--] months. Parity with $IOT (and growth and business profile worse so shouldnt trsde there) is well over $50+ https://twitter.com/i/web/status/1858909750064459877 https://twitter.com/i/web/status/1858909750064459877"
X Link 2024-11-19T16:26Z 28.8K followers, [----] engagements

"$IREN $CORZ $WULF Post earnings podcast with the chief commercial officer of $IREN. They talk about the demand for capacity that can come online in next [--] years.gives some context to how big the bottleneck for power is. They are talking to multiple hyperscalers about Sweetwater 1.4GW site. We mentioned on the recent spaces that we thought the hyperscalers werent ahead and might be behind $IREN $CORZ in terms of building high power use GPU racks (use 70+ KW and have big surge / power use volatility) as they are mostly used to building CPU racks (5-10 KW) and discussion seems to support that."
X Link 2024-12-01T18:45Z 28.8K followers, 40.3K engagements

"$SOC The first BWS short report was timed almost perfectly and helped their clients generate alpha. This report on the other hand has the feeling of a bitter [--] year old obese divorcee talking about remember when stories from the middle seat of a Spirit Airlines flight on the way to the Redneck Riviera. Surprised he didnt just take the victory lap on the short into the warrant exercise. Keep in mind that in addition to Hameds clients likely being the ones to show him the short - name doesnt fit his typical sector coverage - we have heard that one or more of his immediate family members work"
X Link 2024-12-30T17:41Z 28.8K followers, 35.7K engagements

"Highlighting the short interest $SOC"
X Link 2025-01-22T01:47Z 28.8K followers, 13.5K engagements

"His business plan is okay at regional casinos in small marketswould argue even there its running into issues now. You cant $TDG a casino. Then there is Barry / $IAC bet on $MGM. His comments on the founders pod about it were curious; he thinks there is a way to infinitely monetize demand for shows / events / entertainment via properties that cost $1 million per key as opposed to some open field or desert location. https://twitter.com/i/web/status/1991368944716857645 https://twitter.com/i/web/status/1991368944716857645"
X Link 2025-11-20T04:52Z 28.8K followers, [----] engagements

"The younger me tried to call bottoms. The old me realized its just easier to wait for a broken chart to base out and then evaluate that price. In the case of $IREN it sat between $5-7 for a few weeks in April / May as BTC ran over $95k and all the other miners were working / leading. That was a great setup and thats what you are looking for in a stock in determining when to get in. Dont make it harder than it has to be"
X Link 2025-11-20T19:07Z 28.8K followers, 14.1K engagements

"$OWL $BX $KKR $APO $HLNE $ARES $CG $TPG $GCMG Note below from @kieranwgoodwin on the most recent $OWL private BDC going public $OTF. 5.7% IRR since [----] inception and most of the float still restricted (will drive IRR lower). The reason people keep harping on this type of performance is that it goes to the value of the franchise. Why does $BX (and the other big PE guys) trade at a monster multiple Its not simplistically that they put up good returns its the second order implication that the historical returns across a big universe of funds is sufficiently attractive enough for the market to"
X Link 2025-11-24T14:29Z 28.8K followers, 19.9K engagements

"$COMP $HOUS $ZG $RKT Article below talking about housing surplus by [----] as boomers fail to be replaced. We showed data in our new $COMP note highlighting same issue: We are [--] years removed from the housing crisis and existing and new home sales have yet to full recover Analyst Warns Of [----] Demographic "Crossover Point" Poised To Reshape Housing Market https://t.co/X8tvs1kqh9 Analyst Warns Of [----] Demographic "Crossover Point" Poised To Reshape Housing Market https://t.co/X8tvs1kqh9"
X Link 2025-11-24T23:45Z 28.8K followers, [----] engagements

"Link to free read of our [----] memo on $TDW. We will be back on the @YetAnotherValue podcast with @AndrewRangeley next month. $TDW $RIG (and the rest of offshore) continues to shake off the declines from the [----] local peak bottoming during the Tariff war in April. Memo: YAV episode: https://youtu.be/2DzTG7aH0ocsi=E_M-EV9Y3qqvbHIk https://open.substack.com/pub/lakecornelia/p/tidewaterr=1niz6q&utm_medium=ios https://youtu.be/2DzTG7aH0ocsi=E_M-EV9Y3qqvbHIk https://open.substack.com/pub/lakecornelia/p/tidewaterr=1niz6q&utm_medium=ios"
X Link 2025-11-27T18:19Z 28.8K followers, 19.4K engagements

"$SNWV Our thoughts on this medtech: https://substack.com/@lakecornelia/note/p-180674592r=1niz6q&utm_medium=ios&utm_source=notes-share-action https://substack.com/@lakecornelia/note/p-180674592r=1niz6q&utm_medium=ios&utm_source=notes-share-action"
X Link 2025-12-04T14:46Z 28.8K followers, [----] engagements

"@mac003_c Whats the right price and why do you think that"
X Link 2025-12-04T15:42Z 28.8K followers, [---] engagements

"One of my biggest own goals was not pulling the trigger on the $PRI spin from $C in late [----]. I had gotten my insurance license in high school to sell to my dads RIA clients and had the context that $PRI was actually a bigger sales machine then even Northwestern Mutual. 60% of the class of people that did the required [--] hour insurance course with me to get the license were working for $PRI. $C kept the legacy book of business and all $PRI at spin was just this full scale sales distribution machine that made no sense at the out of the box market cap. The immediate scale allowed the company"
X Link 2025-12-06T19:27Z 28.8K followers, 13.1K engagements

"@Chokha19 Ah yes the bear case from the spin [--] years ago resurfaces after the stock has 10x. How is that working out"
X Link 2025-12-06T20:18Z 28.8K followers, [---] engagements

"From our note on $META $ORCL We brought up the analog of $LNG. $ORCL would benefit from a Sherpa investment - $BX put $2 billion into $CQP and gave investors more comfort to fund the build out. All the bank equity deals from 2008/2009 had the same Sherpa setup where someone went over the wall and did a PIPE concurrent with a public raise. Cost or capital is a precious thing and once a funding scheme loses its currency things get ugly. From our note: A practical analogue for investors to consider is the story of Cheniere Energy. Needing tens of billions to construct massive LNG terminals the"
X Link 2025-12-10T23:35Z 28.8K followers, [----] engagements

"This is a great thread on private equity $APO $BX $TPG $CG $HLNE $KKR Kravis is describing the death of the most profitable trade in private equity history. The rollup math used to be simple. Buy [--] plumbing companies at 4-5x EBITDA combine them into a platform exit at 12-15x. Pure multiple arbitrage. No operational improvement required. GF Data Kravis is describing the death of the most profitable trade in private equity history. The rollup math used to be simple. Buy [--] plumbing companies at 4-5x EBITDA combine them into a platform exit at 12-15x. Pure multiple arbitrage. No operational"
X Link 2025-12-26T20:29Z 28.8K followers, 32.1K engagements

"We are so short natural gas turbines that we are now doing the 3rd world move of using actual jet engines as combustion turbines.power is the constraint. Ro Khanna coming in with the power plant wealth tax shortly. $TE $BW $FTAI $GEV $VST $CEG $NRG $NBIS $IREN $FSLR $BE FTAI Aviation Announces the Launch of FTAI Power: FTAI Adapts the Worlds Largest Aircraft Engine Platform to Meet AI-Driven Power Demand Dec [--] [----] Download PDF NEW YORK Dec. [--] [----] (GLOBE NEWSWIRE) -- FTAI Aviation Ltd. (NASDAQ: FTAI; the Company) today announced the launch of FTAI Power a new platform focused on converting"
X Link 2025-12-30T14:54Z 28.8K followers, 11.2K engagements

"She enters [----] as 99% long $TOI and 1% cash. Only [--] years old and has already had multiple 100%+ years. She went long $TDW for 60% of her NAV in [----]. She enters [----] with $AIOT over 50% of NAV https://t.co/2l7J38dHzi She went long $TDW for 60% of her NAV in [----]. She enters [----] with $AIOT over 50% of NAV https://t.co/2l7J38dHzi"
X Link 2025-12-30T21:52Z 28.8K followers, 14.5K engagements

"$XLE $XOP $OIH Venezuelan oil production was over [--] mm bpd as recently as [----] and was [---] mm bpd in [----] (year of oil price bust when OPEC surrendered to US Shale). OPEC production mix in [----] vs now is below (from monthly OPEC report). It will take 1-2 years (at least) and $20-40+ billion of capex $SLB $HAL $BKR $WFRD $FTI $NOV to increase production by [--] mm bpd (total oil demand is [---] bpd). That said the implications for long duration capex (Canadian oil sands names like $SU) and deepwater (drillers and $PBR) are negative. This is a seismic shift in oil supply. Similar to Trumps first"
X Link 2026-01-04T15:47Z 28.8K followers, [----] engagements

"$COMP $RKT BREAKING: President Trump orders the US government to buy $200 billion in mortgage bonds to drive mortgage rates down. "We are bringing back the American dream" Trump says. https://t.co/c6zzgCPriC BREAKING: President Trump orders the US government to buy $200 billion in mortgage bonds to drive mortgage rates down. "We are bringing back the American dream" Trump says. https://t.co/c6zzgCPriC"
X Link 2026-01-08T21:56Z 28.8K followers, [----] engagements

"Anon posting CCC FUD with increasing frequency and Claire going off the deep end politically (and then blocking me for loving our country). Just need ESG Hound to get a job and Hunterbrook to cover the real CCC scandal (how many homes in Pacific Palisades have been permitted to be rebuilt a year after the fire). $SOC back over $10 despite Geck ruling Stay humble this thing a widow maker but stock seems to be saying something https://twitter.com/i/web/status/2010748083869491704 https://twitter.com/i/web/status/2010748083869491704"
X Link 2026-01-12T16:17Z 28.8K followers, [----] engagements

"The bull story on $SOC is that its mostly federally regulated and California running out of bullets to fire. If $SOC gets to flow oil the greens will have exhausted most of their options for decades. Dont want better California riskwant NO California risk. That $CVX is willing to invest in Venezuela and not California is pretty telling https://twitter.com/i/web/status/2010762025706647774 https://twitter.com/i/web/status/2010762025706647774"
X Link 2026-01-12T17:13Z 28.8K followers, [----] engagements

"Bullish $AA $TE. The risk is that SCOTUS strikes down the normal tariffs and then Trump uses [---] or [---] for everything and then those tariffs are suddenly at risk Aluminum solar and other key tariffs staying Trump says any country doing business with Iran will face 25% U.S. tariff https://www.cnbc.com/2026/01/12/trump-tariffs-iran-business.html__source=iosappshare%7Ccom.apple.UIKit.activity.CopyToPasteboard https://www.cnbc.com/2026/01/12/trump-tariffs-iran-business.html__source=iosappshare%7Ccom.apple.UIKit.activity.CopyToPasteboard"
X Link 2026-01-12T22:19Z 28.8K followers, [----] engagements

"My college [---] level finance professor with [--] PhDs in finance and applied math listening to me debate with people whether long onlys will favor $RKT or $COMP based purely on qualitative criteria"
X Link 2026-01-16T16:51Z 28.8K followers, [----] engagements

"One of the best evera judge ruled in his divorce that his special contribution meant a 64/36% split of the estate. American-born Cooper [--] had sought half the assets estimated at around $1.5 billion. But 48-year-old Hohn who runs the TCI hedge fund offered a quarter arguing that he had made a special contribution to their wealth during their 17-year marriage. In the $530 million divorce settlement the largest in British legal history Judge Jennifer Roberts partly acknowledged Hohn's argument that his ability to create vast wealth had made a special contribution to their marriage. The judge"
X Link 2026-01-19T23:10Z 28.8K followers, 165.7K engagements

"Earnings next month and expect a big bump to synergy number. $COMP Anywhere Brokerage Execs React to Compass Deal With Measured Optimism Cooler heads prevail amidst a barrage of naysaying and negativity online as seasoned real estate leaders go into the merger with optimism and an open mindalong with a healthy dose of pragmatism. On January [--] the residential real estate industry was rocked by theearly closing of the Compass/Anywhere merger a deal announced in September of [----] and not expected to close until the end of this year. While speculation continues regarding just how the mega"
X Link 2026-01-20T16:28Z 28.8K followers, [----] engagements

"I was marketing a new hedge fund to allocators during the summer of [----]. We launched in late fall. The day of the Brexit vote we had travelled to see a few investors in the Philly area. We were literally at the their offices and they would come out and say the markets are too volatile and they have to cancel. QQQ was off a couple percent and all the mega caps were getting smoked. What do you even do as an allocator when the Mag7 unwinds They were calling all their funds to get an update as if the PM has a view. Today has to be a similar day. This is a day where hope dies. Back end dates"
X Link 2026-01-20T19:37Z 28.8K followers, 19.3K engagements

"$SOC Update on below. Through a CPRA request we have obtained the email chain between the media organization and the California Coastal Commission. On 1/1/2026 the media organization sent the CCCs Public Information Officer an email asking what the CCC was doing not that SB [---] was in effect. Sometime between 1/1/2026 and 1/6/2026 they spoke on the phone. On 1/6/2026 the CCC public information officer emailed the media organization the letter to PHMSA and $SOC saying heres the letter to PHMSA and offering a further phone call for more background. From the email trail it looks like there was a"
X Link 2026-01-21T16:41Z 28.8K followers, 26.3K engagements

"Culpepper is short $TE Their arguments are: [--]. CEO is an awful human [--]. Its a SPAC [--]. They are not FEOC compliant [--]. The already disclosed problems with the RWE contract are in fact way worse Undercutting their short thesis is: [--]. The recent contract with TreatyOak who has offtakes with $META $GOOG and is owned by Macquarie. Basically Culpepper saying the legacy RWE contract issues recent heavily due diligenced contract with TreatyOak [--]. The company has raised significant capital [--]. The company has outlined in granular terms both in investor meetings and public announcements why they are FEOC"
X Link 2026-01-21T19:09Z 28.8K followers, 45.7K engagements

"After reading the Culpepper short report again on $TE and seeing the stock response to the positive we have decided to re-watch the story of Thomas Culpepper and his brutal execution. Culpepper points the FEOC / 45X target on $TE when it should focus on $CSIQ Culpepper points the CBP target on $TE when it was QCells that had the issue. Culpepper "can't reconcile" the glass import data.well who cares. $TE has a deal with Corning to supply the glass and it is shipped to Vietnam to be high graded and then re-imported.saving customs duties and also getting credit for US origin. Further rebutting"
X Link 2026-01-21T19:49Z 28.8K followers, 10.5K engagements

"$TE The short report would have worked in mid October when the stock bounced off $5.50 and was still heavily retail. Once the convert + secondary happened on 12/15 too much institutional money came in (with the associated due diligence). $TE is still a "retail" name but institutional investors are now up to speed and involved. The #1 pushback on the stock isn't China.its "the chart." Stock continues to rally and fail in mid $8s. Need the next contract announcement for a re-rate. https://twitter.com/i/web/status/2014069427822645297 https://twitter.com/i/web/status/2014069427822645297"
X Link 2026-01-21T20:15Z 28.8K followers, [----] engagements

"$SOC See full thread for all the context. We got a response to our follow ups from the California Coastal Commission associate GC. Below are [--] images: 1-2: the exchange between the media organization and the public information officer for the CCC 3: our email to the PIO asking how many other people they gave the letter to [--]. Response from associate GC at the CCC There is a lot to take away from the correspondence below. The comment on all the information being public is curious. Certainly the media organization that received it believed it was proprietary and not in the public sphere - hence"
X Link 2026-01-21T22:00Z 28.8K followers, 26.5K engagements

"@spacanpanman Confused. I read a short report today that said Chinese controlled and FEOC issues. Why would Chinese sell their stock"
X Link 2026-01-21T23:23Z 28.8K followers, [----] engagements

"$TE We had a brief catchup with IR. - They made a conscious effort to clarify the reason for the shelf and even absent the short report were going to say something as they are sensitive to investor concerns. Reiterated prior comments on having enough capital and no need for a raise - Highlighted multiple inaccuracies in report. Got data from a bulge bracket bank that the impact of a short report is gone after 20-30 dayswe left call with sense that company isnt inclined to dignify report with a formal response but who knows - walked through again the extensive regulatory work they did with"
X Link 2026-01-22T01:44Z 28.8K followers, 39.3K engagements

"$SOC More from the CCC. We had a call with the associate GC at the CCC tonight and got more disclosure and information. The call was extremely helpful. This post supersedes all of the below. We do want to note one thing as you read below - we have tried (along with others) for over a week via email and CPRA requests to understand who got the letter and when they got it. Up until tonight we had not gotten any of that information - which impacted what we wrote earlier in the thread. We shared both our message to the CCC and the first response we got - which again dodged who else had gotten the"
X Link 2026-01-22T03:42Z 28.8K followers, 14.9K engagements

"$TE Shorts always well timed. We presume they did the math on when the shelf for the Trina shares would need to hit. Additionally First wave of FEOC guidance to come out likely next week. So close to FEOC guidance unlikely you get another contract till then. If FEOC guidance makes clear that $TE is clean then contacts coming and here we go. If not ugh. Into the FEOC guidance the risk / reward: [--]. Guidance makes clear $TE is clean = $NUAI post the short report (okay its not going from $2 to $9 like $NUAI but shorts are toast) [--]. Guidance casts doubt = $CANO (ie omg it might be over) Our"
X Link 2026-01-22T16:01Z 28.8K followers, [----] engagements

"@spacanpanman The power shortage drives a reflexivity in regulatory approval probability. With Qcells and $CSIQ issues if they ban $TE its the same as saying $FSLR gets a monopoly"
X Link 2026-01-22T16:23Z 28.8K followers, [---] engagements

"BREAKING: SPRUCE POINT CAPITAL TELLS LP THEY ARE MORTIFIED TO BE GROUPED IN WITH CULPER RESEARCH. "THEIR $TE SHORT REPORT WAS WEAK ONLY [--] PAGES LACKED INFORMATION ON THE SISTER OF THE CEO'S SECOND COUSIN TWICE REMOVED AND DIDN"T HAVE ENOUGH FOOTNOTES IN SIZE [--] FONT. WE DO DEEP ACCOUNTING WORK AND HAVE BETTER GRAPHS AND TABLES. ROOKIE MOVE ALL AROUND." https://twitter.com/i/web/status/2014412832700281068 https://twitter.com/i/web/status/2014412832700281068"
X Link 2026-01-22T19:00Z 28.8K followers, 18.5K engagements

"Its actually sad how chilling the effect of the Andrew Left investigation has been. Shorts play a vital role. Had one of the more seasoned shorts come after $TE you would have gotten 10-20 pages of fake GLG consultants saying G2_Austin would be delayed and highlighting some obscure operational issue like higher humidity level due to the facilitys location near an aging water treatment plant basically something that throws shade that cant really be refuted. Instead Culper just pretended that G2 didnt exist and also failed to mention the Corning supply agreement or deal with NXT. Still a lot of"
X Link 2026-01-22T19:15Z 28.8K followers, [----] engagements

"$TE Culper short report generating a Streisand Effect and driving shares higher. They were in position in so far as identifying a name that will move but off-sides in terms of the direction of said move. Right church wrong pew. The bug and not the windshield"
X Link 2026-01-23T15:55Z 28.8K followers, [----] engagements

"$SOC We can only laugh and admire how beautiful their timing always seems be. The best we have ever seen. Bravo gents Unrelated and in no way associatedone of the funniest anecdotes about Wall Street we have ever heard was a guy we met who used to work with Raj Rajaratnam. The high stress thing for Galleon was figuring out how the stock would react to the eps numbers they got early. He told us that even with the exact number in hand they only got the stock move correct about 70% of the time. $SOC HB drops a hit piece On the same day CA AG drops a suit against @realDonaldTrump admin You cant"
X Link 2026-01-23T19:30Z 28.8K followers, 12.5K engagements

"$SOC California lawsuit is skinny and part of 9th circuit process. This is the same lawsuit that the greens already argued and failed to get a stay of. California is just joining them (will get to brief more obviously). The hard part of this lawsuit for the greens / California is going to be showing harm. The feds are going to argue that California got the consent decree terms to the letter with the only nuance being that PHMSA and not the OFSM signed off. PHMSA's approvals explicitly state they are exactly what OFSM and the CD demanded. OFSM operates only under delegated authority from PHMSA"
X Link 2026-01-23T19:49Z 28.8K followers, [----] engagements

"First they called our best PE funds locusts next they grin fck us and block Barclays from buying Lehman at the 25th hour next they shut down their nukes and coal plants then they invent AT1 and COCOs only to blow up everything with the CS/UBS merger now they are going to sell Mag7 to buy STOXX [---]. CONCERN IS GROWING ON WALL STREET THAT DONALD TRUMP'S BELLIGERENCE AND BELITTLEMENT OF EUROPE COULD TAKE SOME OF THE BIGGEST BUYERS OF US EQUITIES OUT OF THE MARKET. CONCERN IS GROWING ON WALL STREET THAT DONALD TRUMP'S BELLIGERENCE AND BELITTLEMENT OF EUROPE COULD TAKE SOME OF THE BIGGEST BUYERS"
X Link 2026-01-24T23:35Z 28.7K followers, 14K engagements

"it was 7-8 year ago that I was talking with a friend at one of the top [--] PE funds and he softly mentioned that they put in a new policy where you had to show 3-4 years of historical income statement and cash flow statement when presenting a forward projection. Apparently there were a few instances of model assumptions being not realistic and the pro forma missed badlywhen a post mortem was done it was clear it never would have gotten through committee had they shown the historical with the pro forma. Quote more relevant than ever https://t.co/SJzYNFitUA Quote more relevant than ever"
X Link 2026-01-25T03:34Z 28.8K followers, 19.3K engagements

"🤔129 out of the [----] people on the train with Anne Frank to Auschwitz Birkenau lived to see the end of the war. Of those that didnt make it [---] were gassed on arrival. Tim Walz compares Trumps ICE crackdown in Minnesota to Nazi occupation told by Anne Frank https://t.co/0XwVJ7J49E https://t.co/imvZEzJlrZ Tim Walz compares Trumps ICE crackdown in Minnesota to Nazi occupation told by Anne Frank https://t.co/0XwVJ7J49E https://t.co/imvZEzJlrZ"
X Link 2026-01-25T23:14Z 28.8K followers, 11.2K engagements

"Take: Natural gas has rallied so much that you now need to explain to people why the [----] LBO of TXU went broke and Berkshire lost money on the bonds"
X Link 2026-01-26T00:23Z 28.8K followers, [----] engagements

"Overheard today: Crypto is like a job but its risky. Ive seen a lot of people wiped out to zero. By zero I mean parents basement or worse. You dont see the graveyards because they are not in Miami. And yes the person who said it drives a Rolls Royceand yes the person he was talking to looks like a Pilates influencer;) https://twitter.com/i/web/status/2015854806871474631 https://twitter.com/i/web/status/2015854806871474631"
X Link 2026-01-26T18:30Z 28.8K followers, 16.2K engagements

"This is going to be WW3 for the iguana population"
X Link 2026-01-26T23:23Z 28.8K followers, [----] engagements

"This dude isnt married and doesnt have a girlfriend. We know that because no decent woman would ever allow the excuse I cant win in life because there is this group of [----] million people or which 1/3rd are basically Amish equivalents and they are the reason I am fat broke poor and an a**holeand thats why we fly Spirit Airlines Losers always complain about their bestwinners go home and $% the prom queen https://t.co/gQuo0JTufc https://t.co/gQuo0JTufc"
X Link 2026-01-27T01:52Z 28.8K followers, 11.7K engagements

"Getting triggered by Olive Oil as a hobby when I came of age during a video resume of a guy lifting weights ballroom dancing skiing and playing tennisall while saying impossible is nothing. https://youtu.be/UGMaVC1YVlQsi=54LOLFKe3JDyN3WD Cannot stress how much of an advantage it is to be a normal well adjusted applicant for banking roles. I reviewed a resume that listed olive oil as an interest. That is not an interest. Its been hours and I cannot stop thinking about it. There will not be an interview. https://youtu.be/UGMaVC1YVlQsi=54LOLFKe3JDyN3WD Cannot stress how much of an advantage it"
X Link 2026-01-27T22:41Z 28.8K followers, 13K engagements

"2016 Fiscal Year: NYC government spent $79 billion and had [---] million residents. City Employee count was 287k [----] Fiscal Year: NYC government spent $119 billion and had [---] million residents. City Employee count is 300k 4.1% annual spending growth CAGR with zero productivity growth Mamdani says NYC is facing an unexpected $10 billion projected budget deficit and plans to push state lawmakers to hike taxes on high-income New Yorkers and corporations to close the hole https://t.co/kQHyY0E8rp Mamdani says NYC is facing an unexpected $10 billion projected budget deficit and plans to push state"
X Link 2026-01-28T17:39Z 28.8K followers, [----] engagements

"This is one of the best encapsulations of what happens when a team goes to investment committee and the senior and junior dont have the same conviction level. The pressure reveals the truth. https://t.co/6ujWrPj0Pk https://t.co/6ujWrPj0Pk"
X Link 2026-01-28T18:19Z 28.8K followers, [----] engagements

"Since [----] when city government spending was $14 billion the spending growth rate has been 4.76% per year. 1-1.5% real is a massive number over [--] years. The population in [----] was [---] million vs [---] million today. We are running a real world experiment of what happens in finance [---] class when your perpetual growth assumption is bigger than inflationeventually you become the economy. https://twitter.com/i/web/status/2016597944070189129 https://twitter.com/i/web/status/2016597944070189129"
X Link 2026-01-28T19:43Z 28.8K followers, [---] engagements

"EXCLUSIVE: [--] YEAR OLD PARTNER WITH [---] BPS OF FUND LEVEL CARRY WHO HAS LED [--] CONSECUTIVE LBOS THAT LOST MONEY SENDS EMAIL TO OTHER PARTNERS. I CANT BELIEVE THE IPO SPEED ON JERSEY MIKES THIS IS FASTER THAN CELANESE. WE NEED TO FIND A DEAL LIKE THIS"
X Link 2026-01-28T23:28Z 28.8K followers, [----] engagements

"Continue to have sympathy but his prior actions put his decision to bring an automatic handgun and two loaded magazines with him in a different context. Sadly seeking confrontation with armed federal agents will armed after already entering armed confrontation here a week early does reduce my empathy. Death is tragic. Non-violent protest is one of the hallmarks of our nation. The violent protestor didnt need to die but also has some culpability for escalating to violence and seeking out confrontation - however noble he believed his cause was. #BREAKING: New footage shows Alex Pretti"
X Link 2026-01-29T00:27Z 28.8K followers, [--] engagements

"$META $ORCL Our quick follow up on $META earnings and what it means for the AI arms race. The note has a link to our original note on $ORCL vs. $META and the billionaire battle. https://open.substack.com/pub/lakecornelia/p/meta-q4-staggering-growth-fcf-andr=1niz6q&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/lakecornelia/p/meta-q4-staggering-growth-fcf-andr=1niz6q&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2026-01-29T02:46Z 28.8K followers, [----] engagements

"@spacanpanman This is where the TOPcon vs thin film difference is going to matter"
X Link 2026-01-29T17:26Z 28.8K followers, [----] engagements

"We already ran this experiment. Nike paid a middling Kenyan runner to learn Nordic skiing. The Norwegians still crushed him. Oddly no one paying the Norwegians to spend more time running track. https://www.bbc.com/news/magazine-25861305.amp The U.S. is not alone in grappling with diversity in winter sports. In Europe immigration from Africa and the Middle East has rapidly changed the demographics of the top winter sports countries. That won't be reflected in their rosters for the Milan Cortina Winter Olympics. https://t.co/VvUmRIt1Nz https://www.bbc.com/news/magazine-25861305.amp The U.S. is"
X Link 2026-01-30T00:06Z 28.8K followers, [----] engagements

"$COMP $RKT $PFSI My college [---] level finance professor with [--] PhDs in finance and applied math listening to me debate with people whether long onlys will favor $RKT or $COMP based purely on qualitative criteria. https://t.co/VoT63amoo0 My college [---] level finance professor with [--] PhDs in finance and applied math listening to me debate with people whether long onlys will favor $RKT or $COMP based purely on qualitative criteria. https://t.co/VoT63amoo0"
X Link 2026-01-30T16:43Z 28.8K followers, [----] engagements

"$SLV https://physicstoday.aip.org/features/isaac-newton-and-the-perils-of-the-financial-south-sea https://physicstoday.aip.org/features/isaac-newton-and-the-perils-of-the-financial-south-sea"
X Link 2026-01-30T22:58Z 28.8K followers, [----] engagements

"EXCLUSIVE: MULTIPLE JUNIOR BANKERS LOSE WEEKEND WORKING ON DEAL PITCH. COHEN & CO GOT THE IDEA TO MAKE BILL GATES A SPAC SPONSOR AS HE STARTS TO REPAIR HIS IMAGE ONCE CLEAR STREET HEARD IT BECAME A COMPETITIVE BAKE OFF"
X Link 2026-01-31T21:12Z 28.8K followers, [----] engagements

"Take: $CRM and other SaaS names are making Larry Ellisons $ORCL bet on AI look existentially imperative"
X Link 2026-02-03T21:56Z 28.8K followers, [----] engagements

"The $IGV snap back rally from start to finish will be: 15% [----] -30% 30% 15% [----] -30% 30%"
X Link 2026-02-04T22:54Z 28.8K followers, [----] engagements

"@jackmirkinson You should buy the Washington Post from him. Better yet start your own paper. Show the world how its done"
X Link 2026-02-04T22:57Z 28.8K followers, [---] engagements

"BREAKING: MACKENZIE SCOTT GOING FOUNDER MODE IN RESPONSE TO WASHINGTON POST LAYOFFS. AFTER BEING FRUGAL SINCE THE DIVORCE SHE HAS VOWED TO SPEND WHATEVER IT TAKES TO SAVE DEMOCRACY PROGRESSIVE VALUES"
X Link 2026-02-04T23:49Z 28.8K followers, [----] engagements

"Imagine if someone had hired all the employees leased all the real estate from Blockbuster Video ToysRUs or Le-Natures Water when they went under. Think of what they would have today 🤔 You could launch a full-up newspaper from the [---] people laid off by the Washington Post [--] hours ago. Instantly. Business. Sports. Metro. Ukraine. China. AI & tech. They'd start writing this afternoon A 300-person newsroom would cost about $80 million a year (running a You could launch a full-up newspaper from the [---] people laid off by the Washington Post [--] hours ago. Instantly. Business. Sports. Metro."
X Link 2026-02-04T23:59Z 28.8K followers, [----] engagements

"@mpk62 @peterbakernyt Dude went to Oberlin and wrote a fawning book on Obama. What do you expect. He worked at the WaPo but left for more money at the NYTimes. Classic hypocrite"
X Link 2026-02-05T02:01Z 28.8K followers, [---] engagements

"We are going to continue to write regular notes as the SaaS war continues. https://open.substack.com/pub/lakecornelia/p/the-saas-wars-margin-calls-comethr=1niz6q&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/lakecornelia/p/the-saas-wars-margin-calls-comethr=1niz6q&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2026-02-06T03:46Z 28.8K followers, [----] engagements

"$SOC SB BoD meeting [--] am PST. Laura I voted against safety valves Capps livid. Nelson SB income chair saying $SOC can flow and Feds changed the game: there is a high likelihood that it is going to be out of the hands of locals. Nelson said that Sable has a permit to transport the oil and that it is a property right. In my opinion it is not a discretionary decision Nelson said. Just because something breaks down doesnt mean they dont have the right. Sable oil court rulings spark special Monday meeting of Santa Barbara County Board of Supervisors by Joshua Molina Santa Barbara News-Press"
X Link 2026-01-05T13:39Z 28.8K followers, 24K engagements

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