@MinotaurStocks Avatar @MinotaurStocks The Minotaur

The Minotaur posts on X about $cvna, $cmtl, $allt, business 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 75.68% finance 19.82% technology brands 14.41% countries 5.41% cryptocurrencies 4.5% currencies 2.7% financial services 2.7% agencies 1.8% exchanges 0.9% automotive brands 0.9%

Social topic influence $cvna #71, $cmtl #1, $allt #1, business 11.71%, $gilt #2, ai 9.91%, $vz #96, in the 6.31%, $amzn #560, $ttd 5.41%

Top accounts mentioned or mentioned by @gothamresearch @burningbushcap @hntrbrkmedia @realjimchanos @aggiecapitalist @hilandmoore @cornelialake @boxlongs @hindenburgres @vibeship1 @oc_ulus @teamsanta99 @preseidentmusk @ibdinvestors @oculus @unicusresearch @indrastocks @masonmatter @roccostrauss @richlightshed

Top assets mentioned Carvana Co. (CVNA) Verizon Communications Inc. (VZ) Amazon.com, Inc. (AMZN) Trade Desk, Inc. (TTD) Ubiquiti, Inc. (UI) OKZOO (AIOT) TERADATA CORPORATION (TDC) L3Harris Technologies Inc (LHX) Cellebrite DI Ltd. Class A Ordinary Shares (CLBT) Helium IOT (IOT) Ally Financial, Inc. (ALLY) Kratos Defense & Security Solutions, Inc. (KTOS) Cisco Systems Inc (CSCO) McGraw Hill, Inc. (MH) Alphabet Inc Class A (GOOGL) Netflix Inc (NFLX) Omnicom Group Inc. (OMC) MongoDB, Inc. (MDB) Snowflake Inc. (SNOW) Cloudflare, Inc. (NET) Viasat Inc (VSAT) Motorola Solutions Inc (MSI) Viant Technology Inc. (DSP) Jefferies Financial Group Inc. (JEF) Hewlett Packard Enterprise Co (HPE) T-Mobile (TMUS) JPMorgan Chase (JPM) Hertz Global Holdings, Inc Common Stock (HTZ) Magnite, Inc. Common Stock (MGNI) PubMatic, Inc. (PUBM) Adobe, Inc. (ADBE) Qualys, Inc. Common Stock (QLYS) Tyler Technologies, Inc. (TYL) Fastly, Inc. (FSLY)

Top Social Posts

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

"$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

"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

"$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

"$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

"$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

"$TDC another solid print as AI-driven expansions are starting to offset well- documented attrition. Makes [--] in a row for the new CFO and setting up to be very "ownable" with a [--] - 8% ARR guide for Q1 and just [--] -4% for the FY. Still so hated: https://s206.q4cdn.com/560882062/files/doc_financials/2025/q4/Q4-2025-Earnings-Press-Release-with-Schedules-A-D.pdf https://s206.q4cdn.com/560882062/files/doc_financials/2025/q4/Q4-2025-Earnings-Press-Release-with-Schedules-A-D.pdf"
X Link 2026-02-10T21:16Z [----] 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

"$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

"$TDC not everyday you get a Board seat and a +40% move in the stock. Lynrock has to be feeling good about the 9+ million shares they hold. Hope their winning continues with $ALLT print on 2/25 Also $TDC sounds great guidance is conservative and shorts will be moving on"
X Link 2026-02-11T14:38Z [----] followers, [---] engagements

"Intellian and $VSAT charging (crazy Intellian parabola since we identified $AMZN LEO antenna biz in our 12/18 article.prob coincidence) and don't care that $GILT's Peru business and Stellar Blu biz are -ve for '26. $CMTL consolidating with key program ramps to come in '26"
X Link 2026-02-11T14:52Z [----] 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

"$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

"$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

"$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

"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

"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

"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'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

"BTIG (now owned by USB) proving that the $CVNA "proprietary surveymonkey note" pump has diminishing returns. $JEF pulled this same move months ago when Tricolor / First Brands was happening. The almost desperate cadence of bullish $CVNA notes makes one wonder"
X Link 2026-01-15T16:02Z [----] 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

"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

"$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

"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

"$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

"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

"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

"@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

"$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

"@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 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

"@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

"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 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

"@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

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

"@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

"$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

"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

"$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

"$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

"$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

"$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, 48.3K engagements

"$CVNA shorts today"
X Link 2026-02-11T16:41Z [----] 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

"$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

"@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

"$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

"RT @AdamKinzinger: Hey @Ubiquiti whats going on here"
X Link 2026-02-14T02:46Z [----] followers, [----] engagements

"$ALLT launching MVNO cybersecurity -- including OffNetSecure -- through Compax Ventures as its "chosen cybersecurity partner." Compax is tightly integrated with $TMUS with 54m subscribers. +++ for SECaaS and potential future biz with $TMUS / DT. https://www.globenewswire.com/news-release/2026/01/13/3217608/0/en/Compax-Venture-Partners-with-Allot-for-its-New-Mobile-Cybersecurity-Services.html https://www.globenewswire.com/news-release/2026/01/13/3217608/0/en/Compax-Venture-Partners-with-Allot-for-its-New-Mobile-Cybersecurity-Services.html"
X Link 2026-01-13T13:32Z [----] 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

"$ALLT and $TMUS powered Radiant Mobile coming soon featuring networksecure and OffNetSecure. In-line threat detection from the network core for the win vs. easily evaded DNS and app-based solutions"
X Link 2026-01-13T19:34Z [----] followers, [----] engagements

"Nice $CMTL PR today for space components likely related to the Artemis mission and highlighting Comtech's diverse portfolio. $CMTL has been quiet recently as we spotlighted their win with DCG modem at Lite Comms for the MCWS program but no PR there. https://comtech.com/press-releases/2026/01/20/comtech-receives-space-components-award-exceeding-5-million-to-support-critical-civil-space-program/ https://comtech.com/press-releases/2026/01/20/comtech-receives-space-components-award-exceeding-5-million-to-support-critical-civil-space-program/"
X Link 2026-01-20T18:10Z [----] followers, [---] engagements

"One of the key upside drivers for $CMTL S&S highlighted in our report is the US Army's EDIM program. In addition to a revenue opportunity worth potentially hundreds of millions we believe $CMTL remains the only modem supplier capable of shipping "DIFI." https://comtech.com/press-releases/2023/10/03/u-s-army-awards-comtech-48-6-million-for-next-generation-edim-satcom-solutions/ https://comtech.com/press-releases/2023/10/03/u-s-army-awards-comtech-48-6-million-for-next-generation-edim-satcom-solutions/"
X Link 2026-01-20T18:18Z [----] followers, [----] engagements

"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 like $GILT: https://www.satellitetoday.com/government-military/2024/08/26/us-armys-usaisec-joins-difi-consortium/ https://www.satellitetoday.com/government-military/2024/08/26/us-armys-usaisec-joins-difi-consortium/"
X Link 2026-01-20T18:18Z [----] followers, [----] engagements

"$ALLT's 5G FWA solution with $VZ gets a major shout from enterprise customer $SGO. $ALLT brings simple high efficacy and affordable security while plugging holes that were previously unprotected (industrial IOT devices often can't run sophisticated endpoints like $CRWD)"
X Link 2026-01-20T18:37Z [----] followers, [---] engagements

"More $ALLT / $VZ SECaaS feedback from $SGO: "It would be ideal for everything to be zero-touch." $ALLT's opportunity in the SMB and consumer markets is already $5bn but enterprise SECaaS is a real opportunity with $ALLT bringing premium IOT / DDoS cybersecurity capabilities"
X Link 2026-01-21T19:47Z [----] followers, [---] engagements

"While Barclays raised its $CVNA PT they also nod to our bear case on financing margins: "our higher retail volume forecast is partially offset as we assume a lower excess spread in 2026." [----] - [----] carried simultaneous growth + margin inflection for $CVNA. '26 a tougher setup"
X Link 2026-01-22T19:54Z [----] followers, [---] engagements

"$CVNA tried to argue that "lemon" wasn't a valid discovery search because it could return "Schweppes Lemon" and "junk" could return "junk food." No wonder the judge has decided to start hustling this case along"
X Link 2026-01-23T18:14Z [----] followers, [----] engagements

"$CVNA is also trying to keep out reports concerning Drivetime dividends auditor packages and legal updates. Judge should rule on this in coming week"
X Link 2026-01-23T18:18Z [----] followers, [----] engagements

"Who is the mastermind of the $CVNA "Schweppes lemon" discovery defense you might ask Apparently none other than Latham & Watkins. Brings back memories of this strange X account from last year that was super belligerent with $CVNA bears and then vanished when called out. Interesting that this $CVNA / Auto ABS counter-bear account popped up on 10/1 the same day of the $JEF upgrade. Latham has repped $CVNA in securities litigation. The account is belligerent and stylistically mirrors another account. Thoughts @UnicusResearch @RealJimChanos https://t.co/yfkLU6juzY Interesting that this $CVNA /"
X Link 2026-01-23T18:41Z [----] followers, [----] engagements

"$TTD terminated its CFO on a Saturday just a few weeks before its Q4 report is normally filed. Two CFO terminations and an audit chair rotation within a year"
X Link 2026-01-26T15:24Z [----] followers, [----] engagements

"Hope you've been invested in more fruitful pastures JD. JG's Board hasn't done enough to hold him accountable over the past [--] months since the Kokai issues gained prominence and the cascading issues tell the tale. David Wells the former NFLX CFO leaving as audit chair last year was a big red flag that we highlighted back in August. Kayyal did not seem to have the right technical background to step into the CFO seat and certainly didn't have the independence you'd like to see. Just our opinion but don't think the decks are clear here yet.far from it."
X Link 2026-01-26T23:24Z [----] followers, [---] engagements

"Another $CVNA defense special: sending 24k separate logo screenshots to plaintiffs while holding back SEC 10b5 "lemon" "kick rate" firing of IR-related emails. A hearing on discovery terms is scheduled for 1/29 and we don't think the judge is having it"
X Link 2026-01-27T00:49Z [----] followers, [----] engagements

"@kimchi_trades Stalling / desperation tactics but $CVNA appears to have lost credibility with the judge as a result. Lots of files were ordered sent to the plaintiffs last Friday re: SEC Garcia trust and intrafamily stock sale texts. The desert tumbleweed of justice is gathering force"
X Link 2026-01-27T19:52Z [----] followers, [---] engagements

"@CorneliaLake Halcyon days of the internet"
X Link 2026-01-27T23:33Z [----] followers, [---] engagements

"$JPM raising $CVNA target but cutting estimates ahead of earnings with stock at the all time highs.sellside 101"
X Link 2026-01-28T13:50Z [----] followers, 35.3K 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

"(The conference is the day after their earnings and it's in Arlington VA not Israel).could be nothing or could be something $GILT $CMTL"
X Link 2026-01-28T15:10Z [----] followers, [---] engagements

"RT @GothamResearch: We can see why $CVNA wants to keep DriveTime in the shadows: DriveTime burned over $1 billion in cash from 2023-2024"
X Link 2026-01-28T16:27Z [----] followers, [--] engagements

"RT @GothamResearch: Carvana: Bridgecrest and the Undisclosed Transactions and Debts - Last year: both @HindenburgRes and @RealJimChanos lam"
X Link 2026-01-28T16:27Z [----] followers, [---] engagements

"Gotham got the VINS $CVNA proving cross pollination of BLAST / DT and Carvana loans.looks like forced mate in 2-3 from here to us Without loan level data that includes VINs we can't tell whether cross pollination of loans between GoFi and $CVNA has occurred. However GoFi is another potential angle of inquiry for the SEC and $CVNA class action plaintiffs who recently won another discovery motion. https://t.co/8xg7Yxblxe Without loan level data that includes VINs we can't tell whether cross pollination of loans between GoFi and $CVNA has occurred. However GoFi is another potential angle of"
X Link 2026-01-28T18:38Z [----] followers, 28.8K engagements

"Anybody else remember an X account seemingly associated with $CVNA Audit Chair (and former Drivetime Audit Chair) Ira Platt stating that "Drivetime is very profitable in its own right" after SEC investigation disclosure in Q22510Q @GothamResearch @RealJimChanos @HindenburgRes"
X Link 2026-01-28T19:41Z [----] followers, [----] engagements

"Now that we have seen Drivetime's financials this would appear to be a clear misstatement made by someone professing to be the audit chair of $CVNA right after an active SEC investigation was disclosed. Robbins Geller has to be looking at widening that class period Wen halt Yesterday $CVNA Director and Chair of the Audit Committee apparently tweeted this outand then deleted it. https://t.co/aDLe2ifxXY Yesterday $CVNA Director and Chair of the Audit Committee apparently tweeted this outand then deleted it. https://t.co/aDLe2ifxXY"
X Link 2026-01-28T19:46Z [----] followers, [----] engagements

"$CVNA no parallels detected"
X Link 2026-01-28T20:20Z [----] followers, [----] engagements

"$CVNA third party subpoenas went out yesterday to automotive and ABS data custodians. It is likely that these subpoenas relate to what Robbins Geller uncovered in the SEC investigation files turned over on Friday. Proven cross pollination of VINs = walls closing in"
X Link 2026-01-29T00:10Z [----] followers, 17K engagements

"@SAMUELL29882996 That would be like Wirecard with the KPMG report and we all know how that ended"
X Link 2026-01-29T00:47Z [----] followers, [---] engagements

"RT @RealJimChanos: If you are a $CVNA shareholder this should terrify you. From what we now know about DriveTime thanks to @GothamResearc"
X Link 2026-01-29T03:36Z [----] followers, [--] engagements

"The $CVNA sell-side does not want to talk about GoFi or how and why $CVNA vehicles are ending up in BLAST securitizations (per Gotham's research) for obvious reasons. $JPM's attempt at comparing historical $KMX to Drivetime to justify the DT OCF outflows is also a stretch. During its phase of rapid growth $KMX consistently had net income margins [--] - 4x higher than recent DT and relied on prime not subprime borrowers. The Drivetime business model is much riskier and $CVNA deserves a discount on that basis alone given how enmeshed its business is with DT Bridgecrest and SilverRock at a time"
X Link 2026-01-29T14:29Z [----] followers, [----] engagements

"@Jweds65 @IBDinvestors software is getting killed post $NOW / $MSFT and $ALLT selling off in sympathy. We think it's a great buying opp ahead of Q4 earnings and [----] guidance especially when considering the cybersecurity and networking solutions $ALLT provides are a direct beneficiary of AI"
X Link 2026-01-29T15:18Z [----] followers, [---] engagements

"$TELFY ramping up IoT edge datacenters. We expect $ALLT to participate in the Telefonica edge datacenter opportunity with its DDoS and IoT security solutions securing Telefonica's enterprise customers. Same use case as the $VZ / $SGO win for $ALLT. https://www.mobileworldlive.com/network-tech/telefonica-bolsters-edge-rollout-in-spain/ID=00QNz00000al7yhMAA&JobID=2588902&utm_source=sfmc&utm_medium=email&utm_campaign=MWL_EarlyEdition_29012026&utm_content=https%3a%2f%2fwww.mobileworldlive.com%2fnetwork-tech%2ftelefonica-bolsters-edge-rollout-in-spain%2f A major $ALLT service provider customer in"
X Link 2026-01-29T16:32Z [----] followers, [---] engagements

"Very interesting analysis re: $CVNA P-Series ABS I just submitted complementary analysis to the SEC Whistleblower Program on Carvana's $CVNA P-Series "Prime" auto ABS disclosures (Reg AB II filings). From public EDGAR loan-level data: - 100% unverified stated income (Code 3) artificially low PTI (7.2%) - FICO-APR I just submitted complementary analysis to the SEC Whistleblower Program on Carvana's $CVNA P-Series "Prime" auto ABS disclosures (Reg AB II filings). From public EDGAR loan-level data: - 100% unverified stated income (Code 3) artificially low PTI (7.2%) - FICO-APR"
X Link 2026-01-29T20:31Z [----] followers, [----] engagements

"@JarJovonovich @GothamResearch @RealJimChanos @HindenburgRes past three years cumulative $10m of net income versus $10bn of revenue (a [--] basis point NI margin) is not what I would call "extremely profitable.""
X Link 2026-01-30T05:00Z [----] followers, [---] engagements

"@IndraStocks No mention of Hertz in the GoFi FS. What makes you so sure GoFi isnt also buying carvana originations or doing turndown financing for carvana"
X Link 2026-01-30T07:22Z [----] followers, [---] engagements

"@IndraStocks GoFi over indexes to Stellantis inventory which interests us because CVNA is also buying Stellantis dealers. Hertz does not over index Stellantis to our knowledge"
X Link 2026-01-30T07:25Z [----] followers, [---] engagements

"RT @Vibeship1: @UnicusResearch @zegakai40109 The no FICO portion of $CVNA ABS (which we've been tracking obsessively) is key since no FICO"
X Link 2026-01-30T07:49Z [----] followers, [--] engagements

"RT @Vibeship1: Step by step guide on how $CVNA is leveraging a 'triple double' cross collateralization scheme (because we finallly have loa"
X Link 2026-01-30T09:44Z [----] followers, [--] engagements

"RT @GothamResearch: Weve uploaded a $CVNA supplemental report https://www.gothamcityresearch.com/post/carvana-bridgecrest-and-the-undisclosed-transactions-and-debts https://www.gothamcityresearch.com/post/carvana-bridgecrest-and-the-undisclosed-transactions-and-debts"
X Link 2026-01-30T11:43Z [----] 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

"$TTD - Desperate times call for desperate measures Sure feels that way for now. NEW @TheTradeDesk execs Tues shared new details about OpenAds its publisher product debuted earlier this month in the wake of Prebid's Transaction ID shakeup. After some pushback CEO Jeff Green admitted OpenAds marks TTD's encroachment into the sell side https://t.co/MxKXyjdYkW NEW @TheTradeDesk execs Tues shared new details about OpenAds its publisher product debuted earlier this month in the wake of Prebid's Transaction ID shakeup. After some pushback CEO Jeff Green admitted OpenAds marks TTD's encroachment into"
X Link 2025-10-15T03:40Z [----] 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

"$CVNA investors have long reckoned with a web of entities controlled by its largest shareholder Ernest Garcia Jr. These entities and brands include DriveTime Bridgecrest SilverRock and most recently GoFi: https://www.prnewswire.com/news-releases/bridgecrest-launches-gofi-to-create-digital-first-lending-platform-301616060.html https://www.prnewswire.com/news-releases/bridgecrest-launches-gofi-to-create-digital-first-lending-platform-301616060.html"
X Link 2025-12-31T09:53Z [----] followers, 31.1K 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

"Agree with your analysis. Given $CMTL S&S process makes sense to stand down from Golden Dome IDIQ as the new corp owner ( $GILT $KTOS $LHX AE Aerospace Veritas) will want to structure award and no NT revenue anyway. $GILT better positioned post-CMTL acquisition than bidding through DataPath now. Also PTC is happening this week and despite space & satellite having more significance than ever $CMTL isn't sending S&S president Dan Gizinski (they are sending former head of UHP Networks Vagan Shakighildian). Last year Gizinski participated in several panels. It's also pretty clear $CMTL has been"
X Link 2026-01-17T21:38Z [----] 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

"Another LEO announcement "out of the Blue." TeraWave is a logical customer for $CMTL given the unique interoperability of Comtech's DCG Modems for LEO / MEO and its Xicom Q/V band amplifiers. [----] satellites is $AMZN LEO and a big opp for $CMTL. https://www.blueorigin.com/news/blue-origin-introduces-terawave-space-based-network-for-global-connectivity https://www.blueorigin.com/news/blue-origin-introduces-terawave-space-based-network-for-global-connectivity"
X Link 2026-01-23T00:30Z [----] 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

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