@MinotaurStocks Avatar @MinotaurStocks The Minotaur

The Minotaur posts on X about $allt, business, $cmtl, ai 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 70.27% finance 29.73% technology brands 18.02% countries 6.31% cryptocurrencies 5.41% currencies 4.5% agencies 1.8% social networks 1.8% exchanges 0.9% financial services 0.9%

Social topic influence $allt #1, business 15.32%, $cmtl #1, ai 12.61%, $vz #161, $cvna #71, $allts 11.71%, $bned 9.91%, strong 8.11%, $gilt #4

Top accounts mentioned or mentioned by @burningbushcap @hntrbrkmedia @cornelialake @aggiecapitalist @hilandmoore @boxlongs @oc_ulus @teamsanta99 @preseidentmusk @oculus @masonmatter @grantthorntonus @roccostrauss @richlightshed @teradata @ibdinvestors @kablaa @gothamresearch @wsj @accruedint

Top assets mentioned Verizon Communications Inc. (VZ) Carvana Co. (CVNA) Barnes & Noble Education, Inc (BNED) Amazon.com, Inc. (AMZN) Trade Desk, Inc. (TTD) Ubiquiti, Inc. (UI) OKZOO (AIOT) Cellebrite DI Ltd. Class A Ordinary Shares (CLBT) Helium IOT (IOT) L3Harris Technologies Inc (LHX) Ally Financial, Inc. (ALLY) Cisco Systems Inc (CSCO) Alphabet Inc Class A (GOOGL) F5 Inc (FFIV) Magnite, Inc. Common Stock (MGNI) Omnicom Group Inc. (OMC) Hewlett Packard Enterprise Co (HPE) McGraw Hill, Inc. (MH) TERADATA CORPORATION (TDC) MongoDB, Inc. (MDB) Snowflake Inc. (SNOW) Viant Technology Inc. (DSP) Kratos Defense & Security Solutions, Inc. (KTOS) Cloudflare, Inc. (NET) Motorola Solutions Inc (MSI) Crowdstrike Holdings Inc (CRWD) Trimble Inc (TRMB) Netflix Inc (NFLX) PubMatic, Inc. (PUBM) Adobe, Inc. (ADBE)

Top Social Posts

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

"$CVNA plaintiffs motion to compel was granted today -- the Drivetime attachments Garcia Sr. unilaterally withheld during discovery are coming in. Judge Boyle granted these attachments the designation of "Attorneys Eyes Only." Pressure likely mounting on @GrantThorntonUS"
X Link 2026-02-11T04:28Z [----] followers, 48.2K engagements

"Solid FQ1 and nice pipeline metrics for $AIOT amidst a turbulent macro. Raise low end of revenue guide and maintain EBITDA. Now trading at 2x EV/R and 6X forward EBITDA with elevated SI of 13%. Could be a mini $TRMB in the making and tough to see what bears play for here"
X Link 2025-08-11T12:24Z [----] followers, [----] engagements

"$OMC endorsed the $PUBM / $MGNI backed AdCP on its earnings call tonight as "the future of advertising." Omnicom also praised $ADBE but did not mention $TTD or OpenAds / Audience Unlimited. $NFLX called out $AMZN DSP positively in its letter and live call. $TTD so lonely (1/5) PubMatic $PUBM is another major misunderstood ad tech bet of mine. I covered $TEAD recently and you should read those posts as the Agentic AI opportunities overlap. The TLDR is that its an SSP thats starting to displace its DSP partners namely (I think) The Trade Desk.👇 (1/5) PubMatic $PUBM is another major"
X Link 2025-10-22T02:52Z [----] followers, [----] engagements

"We've been bearish $IOT. At this point we would focus on $AIOT long. Based on financials disclosed in its S-1 Motive will likely need to focus on profitability to pull off a successful IPO leading to less aggressive pricing and marketing. This should help all players ST. $IOT down hard today on the adverse $MTVE ITC ruling which will invite more competition in an already fiercely competitive landscape. 15x ARR is a tough underwrite. https://t.co/nJxiDlRiCu $IOT down hard today on the adverse $MTVE ITC ruling which will invite more competition in an already fiercely competitive landscape. 15x"
X Link 2026-01-06T18:12Z [----] followers, [----] engagements

"$TDG buying Stellant Systems for 3.2x EV/S is another positive transaction comp for $CMTL S&S. Stellant actually bought Comtech's no-growth PST business which had around $40m of revenue back in [----]. Our $12 PT uses $360m just 1.5x sales. https://transdigmgroupinc.gcs-web.com/news-releases/news-release-details/transdigm-announces-acquisition-stellant-systems-inc https://transdigmgroupinc.gcs-web.com/news-releases/news-release-details/transdigm-announces-acquisition-stellant-systems-inc"
X Link 2026-01-08T20:31Z [----] followers, [---] engagements

"$CMTL likely strong in sympathy with $LHX gov't backed missile spinoff.$LHX as the chosen partner of DoD is a big positive given $CMTL's tight integration with L3 on the A3M anti-jam modem along with other programs. $LHX also a logical $CMTL acquirer. https://www.reuters.com/business/aerospace-defense/pentagon-invest-1-billion-l3harris-rocket-motor-business-2026-01-13/ https://www.reuters.com/business/aerospace-defense/pentagon-invest-1-billion-l3harris-rocket-motor-business-2026-01-13/"
X Link 2026-01-13T14:41Z [----] followers, [---] engagements

"Our top picks for [----] are $ALLT and $CMTL. Other interesting situations and setups in smallcap include $AIOT as Motive's IPO potentially eases pricing dynamics in the space and $LFCR for re-shoring and share gains great writeup here by LW Capital: https://seekingalpha.com/article/4859539-lifecore-biomedical-wins-should-blow-previous-new-business-estimates-out-of-the-water https://seekingalpha.com/article/4859539-lifecore-biomedical-wins-should-blow-previous-new-business-estimates-out-of-the-water"
X Link 2026-01-14T16:37Z [----] followers, [---] engagements

"And.there it is. $CVNA is required to hand over files responsive to the [----] SEC investigation to plaintiffs and must produce Garcia Jr - Sr comms and Trust docs. All by this Friday January [--]. Grant Thornton $ALLY and lenders are no doubt watching closely. Potentially big ruling coming in $CVNA case. So far the judge has seemed predisposed to move this case along. If the SEC investigative materials are provided to plaintiffs the momentum of parallel class action / SEC investigation picks up steam. https://t.co/TfXCEjAlDW Potentially big ruling coming in $CVNA case. So far the judge has"
X Link 2026-01-20T01:31Z [----] followers, 22.8K engagements

"$TDY sounded bullish today re: M&A appetite in [----]. Teledyne expects to do big deals and are willing to bid at 15x - 16x EBITDA for a "fixer upper" but not willing to stretch to 21x-22x. Interesting re: $CMTL where 15x Q1 S&S run-rate gets you to our $360m valuation"
X Link 2026-01-21T21:31Z [----] followers, [----] engagements

"Intellian's overnight preannouncement bodes well for $CMTL as the supplier of record of modems and converters on many of the same projects including $AMZN LEO. Meanwhile $CMTL is positioned to win in MilSat given EDIM A3M MCWS design wins and DCG modem leadership"
X Link 2026-02-09T17:32Z [----] followers, [---] engagements

"Market fading @hntrbrkmedia $UI short because "nothing ever happens." Regardless of Russia $UI looks overvalued given potential customer stockpiling ahead of incremental China and Vietnam tariffs BOM pressures (DRAM) and refreshed products from $CSCO and $HPE. 40x EPS = 🥜🥜 BREAKING: Grizzly Affair American tech companys networking gear is powering Russian battlefield communications in Ukraine. The company is Ubiquiti $UI a $34 billion Wi-Fi giant whose founder became the youngest owner of an NBA Team in [----]. https://t.co/E9wAa9ZKqW BREAKING: Grizzly Affair American tech companys networking"
X Link 2026-02-09T19:09Z [----] followers, [---] engagements

"$UI might have more cause for concern than the market perceives. The @hntrbrkmedia piece has seemingly picked up attention from prominent foreign policy think tanks and folks on the hill. https://www.fdd.org/analysis/2026/02/06/spacex-blocks-russias-starlink-access-but-ubiquitis-tech-remains-ubiquitous/ https://www.fdd.org/analysis/2026/02/06/spacex-blocks-russias-starlink-access-but-ubiquitis-tech-remains-ubiquitous/"
X Link 2026-02-09T21:00Z [----] followers, [---] engagements

"$UI an unusual dynamic here is recent delinquency notice from NASDAQ due to the passing of an incumbent director. Pera has kept his board and executive team close. Now with @hntrbrkmedia allegations of $UI equipment fueling Russia's war finding a new director will be tough"
X Link 2026-02-10T06:38Z [----] followers, [---] engagements

"$GILT posted solid numbers and guidance but based on early trading the market would rather see a $CMTL deal. Buying Comtech would be by far the fastest and most effective way for $GILT to double down on its "main focus" defense vertical. Comtech would bring Gilat the first DiFi and multi-orbit compatible modem through its Digital Common Ground family as well as design wins that are foundational to next-gen US DoD Satcom like EDIM and A3M. A combined $CMTL / $GILT would also become the dominant supplier for SSPAs and modems in LEO constellations and would potentially be well positioned to take"
X Link 2026-02-10T14:13Z [----] followers, [----] engagements

"@burningbushcap $GILT raised back to back PIPEs and the market wants some type of accretive deal. Maybe you disagree (I know you do on the $CMTL part). But odds you're long $GILT must be 100% for you to lash out like that"
X Link 2026-02-10T14:29Z [----] followers, [---] engagements

"@burningbushcap $GILT raised back to back PIPEs and the market wants to see an accretive deal. Maybe you disagree (obviously you do on the $CMTL part you've been saying as much since it was in the $2s) but odds you're long $GILT must be 100% for you to lash out like that"
X Link 2026-02-10T14:32Z [----] followers, [---] engagements

"@burningbushcap Gotta love the internet. Al Gore invented it so that people like you could feel big behind a keyboard when your stock is down 20% (still doing fine LTM by the way) You've got your facts twisted but W/E. Vaya con dios pal"
X Link 2026-02-10T14:42Z [----] followers, [---] engagements

"$GILT ramping defense (fastest growing part of its guidance at +22% vs. comm +16% Peru down 11%) telegraphing M&A w emphasis on sovereign constellations US DoD and foreign allies. $CMTL sits in sweet spot w EDIM A3M MCWS / Tropo and DCG. https://comtech.com/blog-post/2026/01/21/digitization-is-reshaping-satellite-ground-systems-but-only-if-we-standardize-it/ https://comtech.com/blog-post/2026/01/21/digitization-is-reshaping-satellite-ground-systems-but-only-if-we-standardize-it/"
X Link 2026-02-10T17:07Z [----] followers, [----] engagements

"If you believe in the story this feels like the spot to be buying. This has never been a core position because not a fan of the sector (previously short $IOT think this space is fiercly competitive and largely commoditized) but the $AIOT Unity story feels less like POC phase and more crossing the chasm phase today. FCF is still sloppy organic growth not great and the chart is awful but the fundamental setup actually seems pretty good looking out [--] months. $MTVE IPO getting pulled is helpful. Software macro multiple compression not helpful but at 1.5x revenue (and not a "vibe code" casualty at"
X Link 2026-02-10T19:15Z [----] followers, [---] engagements

"@CorneliaLake Thx you've been on this one longer so appreciate the feedback. I assume NA growth being weak is attributable to FleetComplete. The PIPE for that deal coming at $3.50 was a tell (easy to say in hindsight) that these assets are not as sexy as we might want them to be"
X Link 2026-02-10T19:47Z [----] followers, [---] engagements

"If long $UI here you're not only hoping that nothing comes of @hntrbrkmedia Russia investigation and that top line holds up but also betting that GM / OM normalization won't happen despite DRAM and tariffs. At 40x EPS a lot can go wrong. Our 2c"
X Link 2026-02-11T15:14Z [----] followers, [----] engagements

"So far both $VZ and $MH CEO appointments looking like good moves. Simon Allen was a strong steward for McGraw but Philip Moyer can deliver lines like this with credibility. Agility vision and aggressiveness are paramount in the age of AI. $MH parting ways with Simon Allen to usher in a more "aggressive" CEO choice (Philip Moyer's bio prominently includes $GOOG LLM work) reminds us of $VZ moving from Vestberg to Dan Schulman. Perhaps unfair comparison for Allen. https://t.co/n69zZtTFbY $MH parting ways with Simon Allen to usher in a more "aggressive" CEO choice (Philip Moyer's bio prominently"
X Link 2026-02-12T03:59Z [----] followers, [---] engagements

"$CSCO down 12% today and trading back 20x FY26 EPS due to DRAM margin pressure. Unlike $UI $CSCO actually participates meaningfully in AI datacenter builds and has much higher GMs to cushion the shock. 42x FY27 EPS for $UI on street can become 60-70x actual E fast. If long $UI here you're not only hoping that nothing comes of @hntrbrkmedia Russia investigation and that top line holds up but also betting that GM / OM normalization won't happen despite DRAM and tariffs. At 40x EPS a lot can go wrong. Our 2c. https://t.co/5CN4RJOlBM If long $UI here you're not only hoping that nothing comes of"
X Link 2026-02-12T17:23Z [----] followers, [---] engagements

"$CMTL the MilSat theme is so hot that $VSAT already blew through DB's price target a week after publication. They use 20x EBITDA on FY27 to value $VSAT DAT applying same to $CMTL S&S with $500m starting valuation for Allerium Remainco gets us to some big numbers"
X Link 2026-02-13T16:19Z [----] followers, [---] engagements

"@AggieCapitalist I'm generally in the bull camp and debating buying. Where is this quote from and can you explain why AI will be so materially positive to top and bottom line $CLBT"
X Link 2026-02-13T17:08Z [----] followers, [---] engagements

"@oc_ulus @AggieCapitalist Any chance AI ups defense capabilities on the "cracking" side of the ledger and makes it harder for $CLBT in extraction On the platform / management side agree that they seem really well positioned. Also why did they fall behind on IOS"
X Link 2026-02-13T17:27Z [----] followers, [---] engagements

"Another day another $AMZN AdTech development. Meanwhile $OMC / $IPG ($25bn of PF revenue) supported the AdCP initiative on Omnicom's earnings call; AdCP could replace DSPs like $TTD with an agentic buying overlay. @RoccoStrauss @RichLightShed https://variety.com/2025/tv/news/amazon-web-services-real-time-bidding-launch-advertisers-1236559353/ https://variety.com/2025/tv/news/amazon-web-services-real-time-bidding-launch-advertisers-1236559353/"
X Link 2025-10-23T11:45Z [----] followers, [---] engagements

"$TDC +32% today on a solid Q3. Teradata has been a decades long UW (vs. $MDB / $SNOW) for software specialists but recent trends and hires are encouraging. Q4 will be a proving ground and if Agentic AI POCs convert to signed deals lots of room to rerate at 11.5x [----] EPS. $TDC strong on real volume today as their @Teradata Possible user conference begins. A return to sustainable ARR growth combined with increased operating leverage in [----] would usher in a rerating. We believe Lynrock's 13-D filing has increased odds of success here. $TDC strong on real volume today as their @Teradata"
X Link 2025-11-05T23:15Z [----] followers, [---] engagements

"Looks like Tim Vanderhook is fixin' to get unfriended by $TTD Jeff Green next From $DSP earnings call (nice report and outlook by the way). If you work in adtech you should see this. But sit down first. https://t.co/P21tXFRtkI If you work in adtech you should see this. But sit down first. https://t.co/P21tXFRtkI"
X Link 2025-11-11T07:29Z [----] followers, [----] engagements

"Also $DSP $TTD:"
X Link 2025-11-11T07:43Z [----] followers, [---] engagements

"We are celebrating NYE [----] with our first "sell" rating We forecast significant downside to $CVNA in [----] as loan "gain on sale" normalizes competition from $AMZN $HTZ and $KMX increases and regulatory risks mount. https://seekingalpha.com/article/4856461-carvana-gathering-storms-could-deliver-a-50-percent-haircut https://seekingalpha.com/article/4856461-carvana-gathering-storms-could-deliver-a-50-percent-haircut"
X Link 2025-12-30T23:43Z [----] followers, [---] engagements

"Right on cue $CMTL emphasizes its DIFI positioning with its DCG modem family first to market. DIFI = flexibility efficiency and operational security all key for MilSat and sovereign constellations. $GILT $LHX $KTOS would all love these capabilities. https://comtech.com/blog-post/2026/01/21/digitization-is-reshaping-satellite-ground-systems-but-only-if-we-standardize-it/ With the DIFI standard (digital RF) potentially set to govern US armed forces and allied SATCOM for decades $CMTL is extremely well positioned for current business and future awards underscoring its strategic value to buyers"
X Link 2026-01-21T19:24Z [----] followers, [---] engagements

"Nice to see $ALLT getting highlighted along with $CALX and $ANET by @IBDinvestors. Post Q4 results we think Allot will handily outrun all other names in the networking (and cybersecurity) group. Higher market cap and liquidity will be a virtuous cycle unlocking more holders"
X Link 2026-01-27T19:43Z [----] followers, [----] engagements

"Strong results and guidance out of $FFIV coupled with recent results at $ERIC bode well for $ALLT's SMART DNI business. [----] was a year of bookings strength for $ALLT SMART bring on the revenue and profit this year"
X Link 2026-01-27T21:56Z [----] followers, [---] engagements

"$JPM now joining $BARC on warning of $CVNA GoS normalization presenting a headwind to EBITDA. You heard it first from The Minotaur. Thesis just getting started. Our December article: https://seekingalpha.com/article/4856461-carvana-gathering-storms-could-deliver-a-50-percent-haircut https://seekingalpha.com/article/4856461-carvana-gathering-storms-could-deliver-a-50-percent-haircut"
X Link 2026-01-28T14:25Z [----] followers, [----] engagements

"Nice Q425 report out of $VZ with positive implications for cybersecurity partner $ALLT. Postpaid phone net adds upticked after $VZ's shift to make $ALLT-secured My Biz Plan the go-to in September [----] and "Business Markets" (SMB) revenue growth also accelerated in Q4 vs. Q3"
X Link 2026-01-30T15:01Z [----] followers, [---] engagements

"$CMTL filed its proxy and is seeking to re-up the multiyear equity pool by 2.8m shares in a refresh of the [----] plan. We believe this is a lever to recruit and incentivize new top talent at Allerium in the event that $GILT / $LHX / $KTOS or PE buys $CMTL S&S as we expect"
X Link 2026-01-30T18:27Z [----] followers, [----] engagements

"$CVNA gloves off from plaintiffs counsel as they seek access to withheld attachments from responsive email chains re: Drivetime. In our opinion it reads bleakly for $CVNA. "Breaking up responsive families" is particularly apt legalese for this particular case"
X Link 2026-01-30T21:28Z [----] followers, [----] engagements

"MJ Boyle's ruling tonight is a decisive defeat for $CVNA: 35/44 plaintiff-requested search strings are in (inc DriveTime lemon and kick rate) and plaintiffs can search THEIR choice of [--] ESI Custodians. Next on the docket = motion to compel production of Drivetime attachments"
X Link 2026-02-03T04:08Z [----] followers, [----] engagements

"$CVNA it has been awhile since bull accounts posted about weekly unit sales comp growth.wonder why that might be"
X Link 2026-02-04T16:51Z [----] followers, [----] engagements

"Great work by @_kablaa. Cliff notes: while many $CVNA bulls claim that Carvana's originations are largely prime (Ally MPSA + P series ABS) $CVNA's "Prime" ABS are extremely low quality. Just another vector for the short thesis we laid out in December: https://seekingalpha.com/article/4856461-carvana-gathering-storms-could-deliver-a-50-percent-haircut Just published my forensic short thesis on $CVNA: "Carvana Subprime Auto in Prime Clothing" Stated-income loans everywhere FICO illusion LTVs exploding to 92% (36% underwater) extensions hiding delinquencies. Securitization flywheel at risk."
X Link 2026-02-05T09:51Z [----] followers, [----] engagements

"Entertaining @WSJ piece. Some great quotes in there. What times we live in https://www.wsj.com/finance/currencies/trump-sons-crypto-billions-1e7f1414mod=hp_lead_pos8 https://www.wsj.com/finance/currencies/trump-sons-crypto-billions-1e7f1414mod=hp_lead_pos8"
X Link 2026-02-08T22:59Z [----] followers, [---] engagements

"@HilandMoore @hntrbrkmedia $UI products are great no doubt but margins and growth are at a cyclical peak right now. Also in SME and campus segment $HPE and $CSCO are much more competitive today"
X Link 2026-02-09T19:35Z [----] followers, [---] engagements

"$VZ is running Small Business Days promos featuring discounted 5G FWA ($20 off / month) and bundled $ALLT-powered Business Internet Security. The [--] months free BIS promo runs through 3/31 which will be a nice incremental tailwind to $ALLT's SECaaS revenues and ARR at $VZ"
X Link 2026-02-10T03:50Z [----] followers, [---] engagements

"$ALLT customer FarEasTone also affirmed the continued growth of its Guardian Network service overnight: "Driven by the continued growth of.FET Guardian Network overall digital lifestyle service revenue maintained steady upward momentum." $VZ is running Small Business Days promos featuring discounted 5G FWA ($20 off / month) and bundled $ALLT-powered Business Internet Security. The [--] months free BIS promo runs through 3/31 which will be a nice incremental tailwind to $ALLT's SECaaS revenues and ARR at $VZ. https://t.co/VBXTdwcLdk $VZ is running Small Business Days promos featuring discounted"
X Link 2026-02-10T13:44Z [----] followers, [---] engagements

"@burningbushcap BTW we have no qualms with $GILT and really like the team but shorted the stock (mostly as a preemptive hedge on getting shares) when it got to $20. A combined $GILT / $CMTL would be a powerhouse and a stock to own for the long term. Best wishes to both"
X Link 2026-02-10T14:35Z [----] followers, [---] engagements

"@CorneliaLake as for dead money yes could absolutely be but also hard to see it breaking $4. depends what you're looking for but having some exposure here feels reasonable"
X Link 2026-02-10T19:38Z [----] followers, [---] engagements

"$TDC hats off to Lynrock for staying the course and getting things done at Teradata. Melissa Fisher seems like a good fit for this board $QLYS was a slower grower than some SaaS but always ran high margins. https://www.prnewswire.com/news-releases/teradata-advances-board-refreshment-program-302684321.html $TDC +32% today on a solid Q3. Teradata has been a decades long UW (vs. $MDB / $SNOW) for software specialists but recent trends and hires are encouraging. Q4 will be a proving ground and if Agentic AI POCs convert to signed deals lots of room to rerate at 11.5x [----] EPS."
X Link 2026-02-10T21:57Z [----] followers, [----] engagements

"@BoxLongs That one trades like vibe code victim"
X Link 2026-02-11T04:13Z [----] followers, [--] engagements

"$NET +12% to 25x EV/S proving SaaS still works when growth acceleration technical complexity mitigating "vibe code" risk cybersecurity and a clear narrative around AI benefitting the business meet. $ALLT checks same boxes; we believe Q4 and '26 guide will mark a breakout"
X Link 2026-02-11T13:46Z [----] followers, [----] engagements

"$MSI up 10% today after posting the highest organic growth rate in recent times in its Command Center / [---] segemt. A nice reminder that $CMTL Allerium plays in an attractive growing end market where peers trade at 20x EBITDA"
X Link 2026-02-12T14:47Z [----] followers, [---] engagements

"Bad sign for the IPO market but $MTVE pulling its IPO (for now) is ++ for $IOT / $AIOT. As we predicted investors are not crazy about underwriting such heavy cash burn to chase a hugely competitive market. Dashcam Maker Motive Delays Marketing of Its IPO The Information"
X Link 2026-01-16T22:46Z [----] followers, [----] engagements

"Someone else is watching the $CVNA securities fraud lawsuit. Insight International a division of corporate investigative firm BIA filed an expedited transcript request for yesterday's hearing. Have they been hired by $ALLY / $APOL or a hedge fund All would be feasible"
X Link 2026-01-30T18:19Z [----] followers, [----] engagements

"$CMTL's S&S division is poised for launch given high value program ramps in LEO and MilSat. $CMTL's Allerium NG911 business (Remainco) is also well positioned as [---] spend accelerates per $MSI. Allerium can grow into a $1bn+ asset with $HEXAB Octave and $TYL logical buyers"
X Link 2026-02-12T07:06Z [----] followers, [---] engagements

"$VZ leaning into $ALLT-secured Biz Internet. Would not be surprised to see security become permanent "opt-out" driving $ALLT penetration of new FWA Business subscribers to 50%+ from 25% at present & more upsells to the Preferred tier featuring $ALLT-powered network firewall"
X Link 2026-02-10T14:26Z [----] followers, [---] engagements

"$CVNA $MS looking for Carvana to address related party questions on next week's earnings call with buyside EBITDA bogey set at "low to mid $3bn." Worth remembering that $CVNA traded for a VWAP of $320 post disappointing Q3 earnings prior to S&P inclusion. That catalyst gone now"
X Link 2026-02-12T15:03Z [----] followers, [----] engagements

"We see [--] - 5x upside potential in $CMTL as product cycles with $AMZN LEO and the US DoD converge with a strategic alternatives process nearing completion. Like our $ALLT call last Fall (+99% since) $CMTL is an inflecting turnaround: https://seekingalpha.com/article/4854255-comtech-telecommunications-a-small-cap-turnaround-ready-to-launch https://seekingalpha.com/article/4854255-comtech-telecommunications-a-small-cap-turnaround-ready-to-launch"
X Link 2025-12-18T07:52Z [----] followers, [----] engagements

"$MH parting ways with Simon Allen to usher in a more "aggressive" CEO choice (Philip Moyer's bio prominently includes $GOOG LLM work) reminds us of $VZ moving from Vestberg to Dan Schulman. Perhaps unfair comparison for Allen. https://www.businesswire.com/news/home/20260106243653/en/McGraw-Hill-Inc.-Announces-CEO-Succession-Plan https://www.businesswire.com/news/home/20260106243653/en/McGraw-Hill-Inc.-Announces-CEO-Succession-Plan"
X Link 2026-01-06T16:33Z [----] followers, [----] engagements

"$NET $FSLY results underscore that managing traffic securely at scale is more valuable than ever in the age of AI. $ALLT a prime beneficiary of this theme not only with its SECaaS business but also with its traffic management carrier DDoS and Botnet prevention products"
X Link 2026-02-12T15:17Z [----] followers, [---] engagements

"@oc_ulus @AggieCapitalist Yep AI helps on both sides I just wonder if a company of Apple's scale can leverage it in such a way as to make cracking degree of difficulty much harder. I thought $CLBT fell behind on IOS extraction and they seemed to allude to that on the CC don't know full story"
X Link 2026-02-13T17:35Z [----] followers, [---] engagements

"Breaking: we wrote about our bullish thesis in higher education courseware and merchandise leader BNED in July and again in December on SeekingAlpha: Today the DOE made a game-changing announcement to stand down from its regulatory inquiry into equitable and inclusive access programs: https://www.federalregister.gov/documents/2024/07/24/2024-16102/program-integrity-and-institutional-quality-distance-education-return-of-title-iv-hea-funds-and https://seekingalpha.com/article/4741487-barnes-and-noble-education-maturing-turnaround-story#scroll_comments"
X Link 2024-12-26T14:13Z [----] followers, [----] engagements

"Two years ago $BNED began a strategic realignment to become more profitable and agile focusing on First Day Complete (FDC). The company set ambitious targets to transition most of its business to this new model: https://investor.bned.com/investor-relations/news-and-events/news/press-release-details/2022/Barnes--Noble-Education-Reports-Second-Quarter-Fiscal-Year-2023-Financial-Results/default.aspx https://investor.bned.com/investor-relations/news-and-events/news/press-release-details/2022/Barnes--Noble-Education-Reports-Second-Quarter-Fiscal-Year-2023-Financial-Results/default.aspx"
X Link 2024-12-27T16:58Z [----] followers, [---] engagements

"Yesterday the DOE formally terminated the NPRM lifting a year-long overhang on $BNED's share price and business. $BNED now has a strong balance sheet a tuned business model for profitable growth and runway to grow FDC which we believe has pent-up client demand and a huge conversion pipeline"
X Link 2024-12-27T16:58Z [----] followers, [---] engagements

"$BNED has an FDC win at SUNY Broome starting this Spring this is a net pickup for BNED from Follet and is meaningful since once BNED "lands" in a state system expansions to other colleges become much easier and SUNY has 350k total students: https://news.sunybroome.edu/buzz/announcing-the-buzz-bundle-suny-broomes-new-course-material-solution-2/ https://news.sunybroome.edu/buzz/announcing-the-buzz-bundle-suny-broomes-new-course-material-solution-2/"
X Link 2025-01-03T15:43Z [----] followers, [----] engagements

"We believe [----] will be a banner year of FDC conversions for $BNED which will drive significant revenue EBITDA and free cash flow growth. Even on FY25 (April end so this is N4M) we believe BNED is trading at 5x EBITDA"
X Link 2025-01-03T15:43Z [----] followers, [----] engagements

"@accrued_int @catapultcap First Day and First Day Complete are tracking to 50% of $BNED's courseware revenue in FY25. FD is 100% digital; FDC is a subscription-like bundle with fantastic unit economics a la $SPOT. EBITDA has grown from ($10m) to $85m in [--] years with FDC still at 20% penetration"
X Link 2025-01-08T05:05Z [----] followers, [---] engagements

"$BNED completed the second $40m ATM right on schedule with our estimates. 8-K filed after the close hints that the ATMs are likely done for now with the new $100m mixed securities shelf being for "housekeeping." Without BTIG selling at 40% of ADV $BNED should be $15 - $20 soon"
X Link 2025-01-11T00:24Z [----] followers, [----] engagements

"Jay we have to fact check you here. Where has $BNED stated that opt-in participation would be 30-40% $BNED client Florida A&M has achieved much higher rates using opt-in. Schools publishers and distributors would all collaborate to make opt-in successful using creative methods of obtaining consent and marketing the programs to achieve maximum participation. Similarly how do you derive a [--] - 40% chance that "the DOE proposal will eventually pass" The proposal was voluntarily terminated by the DOE itself as of 12/26. There is currently no proposal and it will only be revived if a comprehensive"
X Link 2025-01-15T08:02Z [----] followers, [---] engagements

"$ALLT's CEO Eyal Harari just presented at the Needham Growth Conference and sounded extremely upbeat on Allot's near-term and long-term growth prospects. We believe $ALLT recently launched a huge expansion at $VZ for Business Mobile customers and Eyal's confidence bodes well"
X Link 2025-01-15T19:48Z [----] followers, [----] engagements

"$PSON preliminary results out. USHE continues to stabilize with growth in [----]. In a good sign for $BNED Pearson Plus DTC subscriptions flatlined this year. Digital only publisher bundles from Pearson (+) and Cengage (CU) were once the big bear case but EA / FDC has won"
X Link 2025-01-16T14:31Z [----] followers, [----] engagements

"$FFIV is up 10% today to a new high with service provider deals landing in its December quarter. This bodes well for $ALLT's DPI / DNI business as better service provider spend coincides with Allot's Tera SG III product refresh and tailwinds from Sandvine's bankruptcy"
X Link 2025-01-29T15:59Z [----] followers, [---] engagements

"@MichaelWigginsO In fairness $CRWD breaking the internet already made them look bad. But NG Endpoint is such a hot market $CRWD is already back at an ATH trading at 22x EV/R. On $ALLT check back with us after Q4 earnings as we think your assumptions will be turned on their head"
X Link 2025-02-03T08:55Z [----] followers, [---] engagements

"At Cowen today $ASLE highlighted its synergistic Asset / MRO capabilities. $ASLE appears undervalued at 1x TBV given the team's operating experience and track record (25% IRR on feedstock) and the red hot MRO market. $HEI at 28x EBITDA and 6x book value one pot'l buyer"
X Link 2025-02-12T20:18Z [----] followers, [----] engagements

"Its been a mixed quarter for Israel tech with $CYBR $RDCM and $RDWR posting strength and $CRNT and $CLBT disappointing the street. $CYBR at 15x EV/R and $20bn market cap is an example of the potential for $ALLT over time"
X Link 2025-02-13T15:46Z [----] followers, [----] engagements

"Minotaurs are finally getting their moment. Hopefully this Minotaur Capital (no relation) AI is smart enough to find $ALLT and $BNED.Minotaurs together strong https://www.bloomberg.com/news/articles/2025-02-13/hedge-fund-startup-replacing-analysts-with-ai-beats-the-market https://www.bloomberg.com/news/articles/2025-02-13/hedge-fund-startup-replacing-analysts-with-ai-beats-the-market"
X Link 2025-02-14T05:14Z [----] followers, [----] engagements

"@pjhpompanobeach $SOC no position but has been a great call by @CorneliaLake. Jefferies update:"
X Link 2025-02-16T21:53Z [----] followers, [----] engagements

"Great LinkedIn webinar from $ALLT highlighting the threat landscape. Phishing schemes are now socially engineered and virtually undetectable thanks to AI making network native cybersecurity a must. $ALLT is a great derivative play on AI and cheap unlike $NBIS $NVDA"
X Link 2025-02-18T15:57Z [----] followers, [----] engagements

"On top of $ALLT's SECaaS momentum at Taiwan FET (300% growth reported today) Allot hosted the Taiwanese Ambassador to Israel this week to discuss "strengthening Taiwans national cybersecurity resilience." Gov't DNI is a hot market and $ALLT is the market leader. https://www.linkedin.com/posts/allot-communications_cybersecurity-digitalsovereignty-activity-7297928660718686208-YXhcutm_source=share&utm_medium=member_desktop&rcm=ACoAAADoCfgBQON0Gmve3-xGpdvH0kJgd1fWpDQ"
X Link 2025-02-20T18:04Z [----] followers, [----] engagements

"Great to see a strong fourth quarter from $ALLT with over $4 million of operating cash flow generated GAAP profitability reached and SECaaS growing at 50% despite headwinds from EUR/USD (the Euro of which half Allot's sales are denominated went from [----] to [----] in Q4)"
X Link 2025-02-25T11:46Z [----] followers, [----] engagements

"A strange day of trading for $ALLT as the stock gave back post earnings gains and now sits 30% off the highs. We are focused on the big picture and believe yesterday's joint press release of $VZ BMIS was incredibly bullish and thesis affirming. Some callout quotes from CEO Eyal Harari on the Q4 earnings call: As we move through [----] and continue to successfully advance our security first strategy Allot is well positioned and very much at an inflection point of a new long-term trend of growth and profitability. While DNI / DPI long-term visibility is less predictable than our SECaaS product"
X Link 2025-02-27T03:55Z [----] followers, [----] engagements

"@GHeator $BNED should report next week. We expect $30m EBITDA and $85m for the year. Debt will also be a much cleaner print post the ATM almost all proceeds of which hit in the Jan Q. Quants likely to move the stock higher post print assuming no foot faults"
X Link 2025-03-07T16:01Z [----] followers, [---] engagements

"Nice to see $ALLT scheduling multiple NDRs next week with Roth (Dana Point) and Northland (NYC). In the short-term the machines may take the stock even lower but with inflecting fundamentals the stock is cheap on any metric at these levels: https://seekingalpha.com/article/4764926-allot-verizon-expansion-and-strong-results-make-for-a-buying-opportunityv=1741516048#comment-99802563 https://seekingalpha.com/article/4764926-allot-verizon-expansion-and-strong-results-make-for-a-buying-opportunityv=1741516048#comment-99802563"
X Link 2025-03-10T17:41Z [----] followers, 38K engagements

"One day does not a trend make but still nice to see $ALLT green in a sea of red today. We think the recent pullback is an excellent buying opportunity as new Vodafone and Verizon cybersecurity partnerships ramp-up: https://seekingalpha.com/article/4764926-allot-verizon-expansion-and-strong-results-make-for-a-buying-opportunity https://seekingalpha.com/article/4764926-allot-verizon-expansion-and-strong-results-make-for-a-buying-opportunity"
X Link 2025-03-14T02:41Z [----] followers, 51.3K engagements

"$BNED strong today on low trading volume - feels like form 4s (director management buys) coming on that one"
X Link 2025-03-14T15:16Z [----] followers, [---] engagements

"Google / Wiz deal back on at rumored $30bn. Comp valuation for $ALLT using [----] SECaaS ARR = $30 / share. We have $VZ $ALLT business mobile security collaboration launching in Q3"
X Link 2025-03-17T20:16Z [----] followers, 28.5K engagements

"$GRPN quietly +65% since reporting Q4 earnings. If growth in billings holds (one quarter not yet a trend) there is an NTM glide path to $25 - $30 as operating FCF and SumUp proceeds are used to retire the convert and repurchase shares"
X Link 2025-03-19T14:28Z [----] followers, [----] engagements

"Following on our $CVNA / $AMZN post to name an unexpected champion: $BNED Sharp execution of IA / EA bundles at $BNED -- which amassed 700k+ participating FDC students in [----] from virtually zero in [----] -- caused Amazon to exit the space in [----]. https://seekingalpha.com/article/4741487-barnes-and-noble-education-maturing-turnaround-story https://seekingalpha.com/article/4741487-barnes-and-noble-education-maturing-turnaround-story"
X Link 2025-03-19T18:23Z [----] followers, [----] engagements

"Last bear post $TTD until next earnings for me I promise. Google/DV360 just introduced Household-level targeting and measurment capabilities for CTV. this was one of the main advantages of TTD (CTV) over AMZ and DV360 - and now DV360 can finally measure outcomes at the household level (by incorporating IP addresses) 👇 Google/DV360 just introduced Household-level targeting and measurment capabilities for CTV. this was one of the main advantages of TTD (CTV) over AMZ and DV360 - and now DV360 can finally measure outcomes at the household level (by incorporating IP addresses) 👇"
X Link 2025-03-20T00:04Z [----] followers, [---] engagements

"Agreed AI will drive an uptick in cybersecurity spending as the sophistication and frequency of cyberattacks increases. Embedding sophisticated threat prevention in the telco network itself will be necessary to protect consumers and SMBs. We like $ALLT on this theme. Tarrifs or no tariffs AI and Cybersecurity spending will remain resilient for the leading companies. Bullish on these sectors of tech amidst all the noise. Tarrifs or no tariffs AI and Cybersecurity spending will remain resilient for the leading companies. Bullish on these sectors of tech amidst all the noise"
X Link 2025-04-07T17:28Z [----] followers, [---] engagements

"We're fundamental investors but $ALLT's chart looks solid. Hanging above the [---] DMA with the RSI oversold it looks like a coiled spring. Now $170m EV or 5-6X '26 EBITDA as $VZ and $VOD cybersecurity SaaS deals ramp up. $FTNT / $PANW / $CRWD at [--] - 50x. Just a matter of time"
X Link 2025-04-08T00:41Z [----] followers, [----] engagements

"Big news this morning $VZ has included $ALLT-powered Business Mobile Internet Security (BMIS) as part of its new flagship MyBizPlan offering for mobile business customers. Security is standard to this bundle rather than being an "opt-in" or "opt-out" discretionary purchase. https://www.verizon.com/about/news/my-biz-industry-first-wireless-plan https://www.verizon.com/about/news/my-biz-industry-first-wireless-plan"
X Link 2025-04-10T16:19Z [----] followers, [---] engagements

"Two top $ALLT holders bought the dip. QVT Financial updated its 13-D showing buys on 2/28 while KWM's 13-F filed on 4/15 shows 3.73m $ALLT shares +900k since 12/31. https://www.sec.gov/Archives/edgar/data/1681614/000168161425000002/xslForm13F_X02/inftable_033125.xml https://www.sec.gov/Archives/edgar/data/1681614/000168161425000002/xslForm13F_X02/inftable_033125.xml"
X Link 2025-04-16T18:15Z [----] followers, [---] engagements

"$ALLT with a major product announcement this AM. Previously users needed a 3P security app to extend protection when accessing out of home WiFi networks. OffNetSecure enables true [---] degree protection and cements Allots category leadership. Allot's new OffNetSecure solution launched today and we will demo it at the RSA Conference in San Francisco April 28th to May 1st. The new hassle-free solution protects telecom customers against cyberthreats when they are connected to the internet through means other than their Allot's new OffNetSecure solution launched today and we will demo it at the"
X Link 2025-04-22T13:53Z [----] followers, [----] engagements

"$ALLT expanding into SME DDOS as a service with NPaaS tapping into a $1bn incremental SAM. Between the launch of $VZ / $ALLT's My Biz Plan OffNetSecure and now NPaaS it has been a great couple of weeks for Allot's product and sales teams. 🚨 Volumetric cyberattacks are on the riseand SMEs are in the crosshairs. But heres the twist: this growing threat is a golden opportunity for CSPs to deliver real value and new revenue with Allot NPaaS. 📈 Dive into this blog post to discover how you can protect your 🚨 Volumetric cyberattacks are on the riseand SMEs are in the crosshairs. But heres the"
X Link 2025-04-23T07:54Z [----] followers, [----] engagements

""Most people overestimate what they can do in one year and underestimate what they can do in ten." A timely quote as $MGNI has pulled off a remarkable comeback and transformation since late [----]. Credit to Michael Barrett and team and Jason Kreyer at CH as the perennial axe"
X Link 2025-07-24T14:19Z [----] followers, [----] engagements

"$FFIV reported very strong product bookings from service providers in Q2. Telcos are showing more willingness to refresh their infrastructure which aligns well with $ALLT's Tera III and Sandvine replacement cycle"
X Link 2025-07-30T22:35Z [----] followers, [---] engagements

"$COMM sticks the landing by getting 3.7x TTM sales / 17x EBITDA for broadband networks. +++ read on the strategic value of networking names including $HLIT / $ADTN / $CIEN / $GLW / $ALLT as beneficiaries of AI investment. $ALLT SOTP looks nice with 3.7x for DNI"
X Link 2025-08-03T22:09Z [----] followers, [----] engagements

"A tough macro could be a great time for $ALLT's value priced solutions addressing SMB / SME security to capture share. Combined with DNI upcycling from trough numbers $ALLT should be a resilient name for what could become a tough tape. $ALLT couple of years back had guidance based on TAM and were downgrading projections every quarter. New management(Eyal & board) have turned things around and are conservative in their projections. Will we see an upgrade in projections starting Q2 Excited about 8/14 results. $ALLT couple of years back had guidance based on TAM and were downgrading projections"
X Link 2025-08-05T15:52Z [----] followers, [----] engagements

"Taiwan Far EasTone just reported a stellar quarter for the $ALLT powered Guardian Network. Great to see paid subscriber growth of 12% q/q at scale (Q125 subscriber figure was 390k). $ALLT's SECaaS inflection continues🚀🚀🚀"
X Link 2025-08-06T07:53Z [----] followers, [---] engagements

"$TTD take a bow Wells Fargo. Although they hedged a bit and were too bullish on '25 by far the most accurate of the sell side. So many analysts were pumping $TTD into this print. On the call now it's clear $TTD is still in denial about $AMZN playing for keeps"
X Link 2025-08-07T21:43Z [----] followers, 14.1K engagements

"$ALLT raising SECaaS guide from "around 50% or more" to [--] - 60% and reinstating annual revenue guidance given its "high level of backlog." The first partial quarter of $VZ My Biz drove record SECaaS revenue and ARR dollar growth and 20pts of growth rate acceleration to 73%"
X Link 2025-08-14T10:55Z [----] followers, [----] engagements

"Meanwhile $ALLT's DNI business continues to show relative stability in performance ahead of a likely recovery in [----] and beyond as the Tera Service Gateway III cycle and Sandvine replacements accelerate (one of the largest deals in company history was awarded in early Q3)"
X Link 2025-08-14T10:55Z [----] followers, [---] engagements

"$ALLT rated new outperform at William Blair by lead cybersecurity analyst Jonathan Ho. Based on peer multiples and $ALLT's industry leading SECaaS growth Ho believes ALLT should already trade at 6x EV/R vs. current 2.5x implying a mid to high-teens share price"
X Link 2025-08-20T21:31Z [----] followers, [----] engagements

"Our latest update on $ALLT is live. The street is still sleeping on this name as a multiplicity of catalysts converge -- including $VZ accelerating its push to the $ALLT-secured My Biz Plan new products and a potential hockey stick recovery in Smart: https://seekingalpha.com/article/4815724-allot-q2-results-show-accelerating-growth-with-multiple-catalysts-converging https://seekingalpha.com/article/4815724-allot-q2-results-show-accelerating-growth-with-multiple-catalysts-converging"
X Link 2025-08-21T17:32Z [----] followers, [----] engagements

"I stand corrected - it makes sense auditor and company wouldnt put the full sample file out there; $ALLY $CNA @MinotaurStocks ah I don't think that is the file that was provided to Deloitte for the AUP but rather the initial exhibit for asset level performance / disclosure data that is publicly filed. Also note that the XML contains data for all receivables in the pool https://t.co/8xH8b5iuna @MinotaurStocks ah I don't think that is the file that was provided to Deloitte for the AUP but rather the initial exhibit for asset level performance / disclosure data that is publicly filed. Also note"
X Link 2025-10-16T22:01Z [----] followers, [---] engagements

"Let's game this out. In a world of robotaxis is $CVNA really going to be able to keep profiting from 23% APR auto loans Won't customers just ride robotaxis to the office 20%+ auto loans only exist because car ownership has been a requirement in most of the country"
X Link 2026-01-09T20:22Z [----] followers, [---] engagements

"Big win for $PAR with Papa John's. Has to feel good for @GreenhavenRoad and @CapitalVoss two axes on the name and the latter of whom just crossed 10% of shares outstanding buying aggressively in the low $30s. Nice work"
X Link 2026-01-13T15:50Z [----] followers, [---] engagements

"$GILT earnings has been scheduled for 2/10 and $CMTL's proxy for the 3/9 AGM should be filed next week. We will monitor for any hints about deal timing and structure. $GILT trading well too. Israeli firms Phoenix / Migdal / Yelin took down the whole $100m PIPE in December"
X Link 2026-01-22T19:29Z [----] followers, [---] engagements

"$GILT has been outpacing $CMTL lately (fellow $AMZN LEO supplier Intellian in Korea continues to rip higher) but it's sure interesting that Gilat is choosing this year to go in person to the $COWN Aerospace & Defense conference https://www.gilat.com/pressreleases/gilat-to-attend-upcoming-investor-conferences/ https://www.gilat.com/pressreleases/gilat-to-attend-upcoming-investor-conferences/"
X Link 2026-01-28T15:01Z [----] followers, [----] engagements

"Shorting $WDI was one of the most exciting experiences of my career and one of the few times I managed to come out ahead after taking a 5x move in the face. Got lucky with options that expired literally the day EY identified the $2 billion of missing money. Props to you and others that did that level of on the ground DD (thinking also of those that went to Al Alam payment solutions in Dubai and throughout Southeast Asia to track down fake customers and of course the legendary Dan McCrum). If anybody has access to a cached version of that bizarre Markus Braun and co hostage style video where"
X Link 2025-07-27T02:41Z [----] followers, 12.7K engagements

"Seems like SOP for the SEC to move slowly and not want to divulge investigative tactics / materials. If judge requires $CVNA to turn over to plaintiffs the SEC subpoenas (and any documents produced) it could accelerate the issuance of a Wells Notice. Also $CVNA has reportedly only produced 10% of responsive emails with hyperlinks (attachments etc) which at this juncture is a tiny amount. Plaintiffs now get to pick [---] at a time to review on an expedited basis (they'll pick the most critical based on available metadata) and if for some reason $CVNA can't produce the hyperlinked content (they"
X Link 2026-01-10T01:58Z [----] followers, [---] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing