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@Matt_Kolb_ M-SparCapitalM-SparCapital posts on X about $ytra, india, $sncr, ceo the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.
Social category influence finance XXXXX% countries XXXXX% stocks XXXX% cryptocurrencies XXXX% social networks XXXX% technology brands XXXX% currencies XXXX%
Social topic influence $ytra #1, india 17.78%, $sncr #6, ceo 5.56%, at a 4.44%, $navn #9, market cap #834, $mstr #612, arb #179, guess XXXX%
Top accounts mentioned or mentioned by @grok @joinyellowbrick @superduperinvst @hellotigertiger @jessetinsley @dgrettaauthor @wagiecapital @stockplaymaker1 @barnbsports @cbbonfox @tonypaul1984 @marketplunger1 @capybarareborn @spartanwire @hyperaicapital @clarksquarecap @askeladdentx @evantindell @sanskarimata @ixigo
Top assets mentioned Navan, Inc. Class A Common Stock (NAVN) Strategy (MSTR) Booking Holdings Inc (BKNG) Expedia Group Inc (EXPE) Bitcoin (BTC) MakeMyTrip Limited (MMYT) TripAdvisor, Inc. (TRIP) Clear Secure, Inc. (YOU) NVIDIA Corp. (NVDA) pepe in a memes world (PEW) UiPath, Inc. (PATH) Global Business Travel Group, Inc. (GBTG) Bitcoin Cash (BCH)
Top posts by engagements in the last XX hours
"If this is accurate Navan will rip post earnings $NAVN $TCOM $EXPE $TRIP $BKNG $YOU"
X Link 2025-12-05T18:46Z 6804 followers, XXX engagements
"Mgt told me that we would be hearing back from the board asap on the collapse of the US stock of $ytra which is trading at XXXX equivalent in India. It's absolutely ridiculous that it's trading at XXXX XXX percent potential return from here"
X Link 2025-11-14T15:06Z 6804 followers, 1938 engagements
"Going to trade around this name $agae as this was a company I followed closely when they owned World poker tour. Market cap 14m yet tangible assets of 56m"
X Link 2025-12-05T19:47Z 6804 followers, XXX engagements
"@stoolpresidente Dahmer went to OSU"
X Link 2025-12-11T03:01Z 6804 followers, 22.2K engagements
"@P_Remarks That happened to me last week with $sncr that was taken out by Lumine although they stole the company. I would be shocked if no other company steps up to big higher. Worth minimum XX yet offer was 9"
X Link 2025-12-08T15:23Z 6797 followers, XXX engagements
"@Mr_Derivatives @grok show him how much pain $mstr can go through comparing sequans market cap vs Bitcoin holdings"
X Link 2025-12-01T18:56Z 6800 followers, XXX engagements
"@JesseTinsley Can you make a higher offer for Synchronoss $SNCR Lumine just stole the company at 4x EV to 2026 EBITDA. In two years theyre going to make $200M$300M on the deal. Once they refi the $163M debt from SOFR+700 to something reasonable thats probably worth another $50M"
X Link 2025-12-08T01:30Z 6800 followers, 1124 engagements
"@marketplunger1 I'm long $ytra Will collapse the US ticker to get India shares which will result in an instant arb of around XX percent as of yesterday but I personally feel the stock will trade closer to X in India which makes the return around XXX percent"
X Link 2025-12-06T02:15Z 6804 followers, 4959 engagements
"Converts do this at every company which is why I hate getting involved with companies with onerous converts. Regarding covering the short position they probably have been acquiring in the money calls to lock in gains on their shorts. I personally think it's great that they are out even though it's a hit to nav"
X Link 2025-12-11T01:31Z 6804 followers, XXX engagements
"@capybaraReborn Its highly unlikely they have a naked short on. Its not how convertible arbs work My guess is they already covered via options or had institutions cover them in lock step with the transaction"
X Link 2025-12-11T14:10Z 6804 followers, 1059 engagements
"Great overview of yatra online $ytra"
X Link 2025-12-11T20:54Z 6804 followers, XXX engagements
"@SpartanWire I think we can cut him some slack. We all make mistakes in life but if it's true that he wasn't being recruited by Jonathan Smith I would be salty"
X Link 2025-12-12T15:28Z 6804 followers, XXX engagements
"@HyperAICapital $gsit went crazy after this AI pr a while back. I was waiting for the six level to get interested $nvda"
X Link 2025-12-12T18:39Z 6804 followers, XXX engagements
"I believe Yatra $YTRA (1.45) is entering the final phase before the U.S. ticker is retired and shareholders are converted into Indian-listed equity. Based on Yatra Indias current market capitalization of approximately $XXX million and with U.S. investors collectively owning around XX% the implied fair value for the U.S. shares is roughly $XXXX. Upon announcement of the conversion I expect the U.S. stock to initially trade at a 1015% discount to the Indian equivalent implying a price range of $2.42$2.57. Even at the midpoint that represents a potential XX% overnight revaluation from current"
X Link 2025-10-06T18:57Z 6803 followers, 11.4K engagements
"@ClarkSquareCap Forgot to include $ytra Huge spread to India and US ticker will collapse soon. It's around a XX percent arb"
X Link 2025-11-02T01:05Z 6803 followers, 3372 engagements
"@ACapitalLP Ytra owns XX percent of yatra India. $ytra will delist and get yatra India shares which is trading at a XXXX equivalent and with really strong earnings I see it hitting X while it trades in the US at XXXX (205 or so is X us equivalent). Update in earnings report tomorrow"
X Link 2025-11-12T02:56Z 6803 followers, 1754 engagements
"@SuperDuperInvst Earnings were strong $ytra and it's trading at XXX in India so around XXXX per US share"
X Link 2025-11-12T14:58Z 6803 followers, XXX engagements
"Stock ripped in India yet down in the US. $ytra I'm going to be pushing the board and mgt to issue a PR on collapsing the ticker and timeline"
X Link 2025-11-12T18:41Z 6803 followers, 1595 engagements
"$pew reports tonight. It's very interesting around X as they have 120m cash pre earnings and the cap is just a little bit above 120m. Company is profitable. 20m (8.8m completed) buyback with insider buys in the 5s. Will get an update on this tweet from @grabagun today as well"
X Link 2025-11-13T20:36Z 6802 followers, 1180 engagements
"@SuperDuperInvst In India $ytra was up over XX percent post earnings"
X Link 2025-11-13T22:57Z 6803 followers, XXX engagements
"@Ashton_1nvests $ytra up big still but it's been a long X plus years"
X Link 2025-11-14T02:43Z 6803 followers, XXX engagements
"@Mike10947310 $ytra strong earnings and the US entity trades at a huge discount"
X Link 2025-11-14T05:39Z 6803 followers, XXX engagements
"@majgeoinvesting @biotechbaby $ytra is my largest small cap position now"
X Link 2025-11-16T18:29Z 6803 followers, XXX engagements
"@matt_solomon10 @Noalgos @excag For $ytra it's not a sale but a merger/collapse of the US ticker and it will happen but timing isn't known but my guess by early next year at the latest"
X Link 2025-11-18T01:57Z 6803 followers, XXX engagements
"With $ytra telling investors that we will be getting an update asap from the board it's ludicrous that anyone would sell their shares at XXXX (90 M cap) when the holding company owns XX % of the 338m Indian entity which equates to XXXX per share. In layman's terms it means a potential XXX% return for anyone that buys at XXXX. Personally on the high side I think yatra can go to XXX (30 percent return) which is over a XXX percent return for US shareholders and equates to around XXXX a share"
X Link 2025-11-18T19:33Z 6804 followers, 3740 engagements
"@AskeladdenTX @evantindell That's exactly what I'm banking on with $ytra. Trades at XXXX us equivalent in india yet 1.50s in US. Company he said they will be collapsing the US ticker. Question is when will it get through the regulators"
X Link 2025-11-21T22:51Z 6803 followers, XXX engagements
"@sanskarimata @AskeladdenTX @evantindell @grok Search $ytra on x for my commentary and research"
X Link 2025-11-22T00:00Z 6803 followers, XXX engagements
"New CEO for $ytra. The market ripped higher into the close yesterday so they must really like the move"
X Link 2025-11-25T21:59Z 6803 followers, XXX engagements
"With the transition of Dhuruv to the executive of the board and a new CEO $ytra is now positioned to collapse the US entity and sell the company. Imo this is what has been holding everything up"
X Link 2025-11-26T16:43Z 6803 followers, XXX engagements
"If anyone wants a new sellside report on $ytra send me a DM"
X Link 2025-11-26T19:33Z 6803 followers, XXX engagements
"@KobeissiLetter $mstr is no different than other Treasury companies that are now testing at larger discounts $sqns etc"
X Link 2025-12-01T18:33Z 6803 followers, XXX engagements
"Now that $ytra CEO transition is complete the board is laser focused on closing the gap from the US XXXX to XXXX in India. I find it hilarious that the $mstr bulls are freaking out about a X percent discount when you can have almost a XXX percent return by investing in Yatra here. Personally I predict India to trade at a X equivalent so 130+ percent potential return"
X Link 2025-12-01T18:44Z 6803 followers, XXX engagements
"Since this post $ytra is up almost XX percent and the India ticker is down two percent. Can make a fortune just playing the spread until the announcement"
X Link 2025-12-01T21:26Z 6803 followers, XXX engagements
"@joecarlsonshow $ytra $sncr $actg"
X Link 2025-12-03T16:04Z 6803 followers, 2315 engagements
"@AndrewRangeley $ytra which I've mentioned in the past. New CEO brought so that dhruv and the board can finalize the collapse of US ticker. Around a XXX percent potential return as of today"
X Link 2025-12-03T23:07Z 6803 followers, 1914 engagements
"$ytra Yatra online meeting with Investors today in India"
X Link 2025-12-04T03:51Z 6803 followers, XXX engagements
"$sncr I just got paid Getting acquired for X bucks I went in heavy at XXXX a share"
X Link 2025-12-04T14:17Z 6803 followers, XXX engagements
"$sncr got taken out and $ytra imo isn't far behind. Mid next year is my guess"
X Link 2025-12-04T15:24Z 6803 followers, XXX engagements
"@joinyellowbrick $ytra is my next one that will make a big move. I'm long $path also"
X Link 2025-12-04T15:47Z 6803 followers, XXX engagements
"@stockplaymaker1 Was $sncr now $ytra"
X Link 2025-12-04T18:42Z 6803 followers, XXX engagements
"@stockplaymaker1 $ytra"
X Link 2025-12-04T19:55Z 6803 followers, XXX engagements
"@joinyellowbrick @aalim_rehman @AstutexAi @WolfOfOakville @Petty__Cash @Speedwell_LLC @lhcaroli I love when my ideas get acquired shortly after publishing. Only happened twice before and never this quick $sncr $ytra is my next one"
X Link 2025-12-04T23:50Z 6803 followers, XXX engagements
"I took a position in $navn one of the companies that could acquire $ytra but personally I think @ixigo makes the most sense. Navan IPO at XX just over a month ago and trading in the 13s. They have a massive war chest of cash (approximately 700m to 800m ) to grow and take share worldwide. I won't know cash until earnings. I expect a buyback and insider buys post earnings on the 15th. This is a spec play and it's still not cheap as it trades at 4x but at a massive discount to its historical norms and comps"
X Link 2025-12-05T17:20Z 6803 followers, XXX engagements
"@SolutionOrganic @marketplunger1 @grok $ytra is a holding company so PE isn't relevant. They own XX percent of the Indian equity Yatra online so evaluate that to get a true idea of how the business is performing"
X Link 2025-12-06T02:53Z 6803 followers, XXX engagements
"@stockplaymaker1 $ytra about to liftoff"
X Link 2025-12-06T02:54Z 6803 followers, XXX engagements
"@MithunSarkari @yatra Also really cheap vs $mmyt and rategain"
X Link 2025-12-06T05:40Z 6803 followers, XXX engagements
"@riceparktrees @siyul This is a great thread on $ytra"
X Link 2025-12-06T05:42Z 6803 followers, XXX engagements
"$ytra The X CEO is very vested in creating shareholder value and imo selling the company preferably to ixigo. In addition Mr. Shringi may engage in discussions with members of management the Board and stockholders of the Issuer and other relevant parties or encourage cause or seek to cause the Issuer or such persons to consider or explore extraordinary corporate transactions such as: a merger reorganization or take-private transaction that may result in the de-listing or de-registration of the Ordinary Shares; security offerings and/or stock repurchases by the Issuer; sales or acquisitions of"
X Link 2025-12-08T15:21Z 6803 followers, XXX engagements
"$navn $ytra $mmyt @ixigo $gbtg $sabr $expe $bkng This is part of the reason why I'm long Navan and yatra"
X Link 2025-12-09T18:52Z 6804 followers, XXX engagements
"@YeahDrDave What's the minimum market cap you will look at"
X Link 2025-12-09T21:32Z 6803 followers, 1171 engagements
"@investingluc I'm long $ytra huge"
X Link 2025-12-10T16:28Z 6803 followers, 1070 engagements
"@Ryanmariebach78 Trading and Fintech"
X Link 2025-12-10T16:35Z 6803 followers, XXX engagements
"@stocktalkweekly What's the next big play"
X Link 2025-12-10T17:44Z 6803 followers, XXX engagements
"Additionally Dats have been exposed and might not ever trade at a massive premium. People realized that you can just buy the tokens so why would you need to invest in a company. I believe you are probably right in the direction that the company is taking which if done at proper valuations makes perfect sense"
X Link 2025-12-11T01:34Z 6803 followers, XXX engagements
"@Ron284Ron Check out ytra Trades in the 1.70s yet yatra India trades around XXXX equivalent which I think is going to X. Company is in the final stage to collapse US entity and give Indian shares which protects downside considerably"
X Link 2025-12-11T01:47Z 6803 followers, XXX engagements
"Yatra online $ytra partnered with rategain. This should open up some doors"
X Link 2025-12-11T06:17Z 6803 followers, XXX engagements
"Stock up XXX in India $ytra probably on rategain partnership"
X Link 2025-12-11T13:54Z 6803 followers, XXX engagements
"@SuperDuperInvst This is the biggest non earnings move that I have seen $ytra XXX is X bucks a share US"
X Link 2025-12-11T21:16Z 6804 followers, XXX engagements
"@BourbonCap $ytra I see it trading high 200s to XXX which is X dollars a share from XXXX where it's at today"
X Link 2025-12-11T23:48Z 6804 followers, XXX engagements
"@SWARAJishere Much appreciated. I'm long the US ticker $ytra as it trades at a XX percent discount to India"
X Link 2025-12-12T03:55Z 6804 followers, XX engagements
"@ProcrasPrognos What's the fair value if merger goes through Have they made revenue and EBITDA projections"
X Link 2025-12-12T15:58Z 6804 followers, XX engagements
"@APompliano @triedandtried89 Is this accurate Value of Bitcoin holdings: 5000 BTC $92000 = $460000000 Total assets (Bitcoin + cash): $460000000 + $175000000 = $635000000 NAV per share: $635000000 112000000 shares $5.67"
X Link 2025-12-12T23:56Z 6804 followers, XX engagements