@Reignots Avatar @Reignots AuxReignots

AuxReignots posts on X about $bolpa, $boivf, $rpid, $umgas 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 46.6% technology brands 13.59% finance 12.62% countries 4.85% cryptocurrencies 4.85% currencies 0.97% exchanges 0.97% financial services 0.97% celebrities 0.97% musicians 0.97%

Social topic influence $bolpa #14, $boivf #1, $rpid 13.59%, $umgas #1, $eqt 6.8%, $glxy 5.83%, growth 4.85%, $odetpa #1, $umgnf 3.88%, sony 3.88%

Top accounts mentioned or mentioned by @pernasresearch @clarksquarecap @wheelieinvestor @foxcastlehold @teddygambino @kalshi @polymarket @drewcohenmoney @speedwellllc @malinvested @fishtowncap @east72dynasty @specsitscapmgmt @novogratz @capitalemployed @everyonehatesp1 @deitaone @shaynecoplan @blueflameblues @ichlerne2

Top assets mentioned Rapid Micro Biosystems, Inc. (RPID) EQT, Corp. (EQT) Galaxy Digital Inc. (GLXY) Thermo Fisher Scientific Inc. (TMO) Novartis AG (NVS) Eli Lilly and Company (LLY) WIX.com Ltd. (WIX) Amazon.com, Inc. (AMZN) Oklo Inc. (OKLO) Now Coin (NOW) Spotify Technology (SPOT) Interlay (INTR) Johnson & Johnson (JNJ) GSK plc (GSK) XRP (XRP) Circle Internet Group, Inc. (CRCL) Danaher Corporation (DHR) Amgen, Inc. (AMGN) AbbVie Inc (ABBV) Merck & Co., Inc. (MRK) Biogen Inc (BIIB) Novo-Nordisk (NVO) Pfizer, Inc. (PFE)

Top Social Posts

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

"@TheLongInvest Organizing books by spine color instead of subject matter = low actually-read percentage. Im sure of this"
X Link 2025-10-25T19:40Z [----] followers, [----] engagements

"New $RPID job postings for Validations Specialists in EU - basically to guide through the Validation process after a Sale. Dutch posting very interesting - Germany obv for Merck; Dutch potentials are $JNJ $GSK and.wait for it.our potential buyer/savior $TMO"
X Link 2025-12-17T18:29Z [----] followers, [---] engagements

"Fun little pullback on what appears to be algo selling into a thin thin stock - will you let $2MM of volume (so likely $400K of actual position change) convince you this company is worth 5% lower today and 1x P/E ex-cash Added 25% to long today. Will explode higher. $GRVY Been a good high-sharpe move on $GRVY so far which is more meaningful amid the elevated vol elsewhere. But this is just the beginning. Fair value floor is $120 at 6x P/E ex-cash. https://t.co/UmVi9uR71q Been a good high-sharpe move on $GRVY so far which is more meaningful amid the elevated vol elsewhere. But this is just the"
X Link 2026-02-11T19:20Z [----] followers, [----] engagements

"Small GungHo buyback is the right direction today through needs more pushing from Strategic to get the old board moving. Meanwhile $GRVY now sits on a ballooning $62/share of cash with a $66.50 stock price. There is no downside only (lots of) upside. Fun little pullback on what appears to be algo selling into a thin thin stock - will you let $2MM of volume (so likely $400K of actual position change) convince you this company is worth 5% lower today and 1x P/E ex-cash Added 25% to long today. Will explode higher. $GRVY Fun little pullback on what appears to be algo selling into a thin thin"
X Link 2026-02-13T12:03Z [----] followers, [----] engagements

"So are we like so so back fellow Bollore bag holders $BOL.PA $ODET.PA $UNVGY $UNGNF $BOIVF $UMG.AS @taylorswift13 @East72Dynasty @SpecSitsCapMgmt @FoxCastlehold"
X Link 2025-08-14T00:34Z [----] followers, [----] engagements

"SBI Holdings $SBHGF is about to own the stablecoin market in Japan one very prone to leapfrog fintech innovation given how backwards it is signs up $CRCL and $XRP as partners and you are still now buying the stock @ClarkSquareCap SBI Holdings $SBHGF $8473.JP - $11.5B market cap owns 9% of Ripple worth $2.3B at last valuation but likely worth 4x at IPO at treasury value alone. If you value this at zero trades at 1x book 6x P/E and owns one of the best neobanks + brokerages in Japan amid rising rates. @ClarkSquareCap SBI Holdings $SBHGF $8473.JP - $11.5B market cap owns 9% of Ripple worth $2.3B"
X Link 2025-08-22T18:02Z [----] followers, [----] engagements

"It's absolutely comical to me how shittily UMG $UMG.AS $UMGNF (and transitively Bollore $BOL.PA $BOIVF) trades with KPDH absolutely crushing the charts especially when so much high-margin merchandise revenues are coming their way. Do people think Sony owns this And not realize the Hybe/JYP/SM distribution agreements give UMG a global monopoly on kpop https://twitter.com/i/web/status/1965160871451410505 https://twitter.com/i/web/status/1965160871451410505"
X Link 2025-09-08T21:10Z [----] followers, [----] engagements

"Immediately catches an upgrade 🤔 $UMG.AS $UMGNF $BOL.PA $BOIVF (full value is like [--] EUR on Bollore fwiw if they ever unwind this shit control loop bullcrap) It's absolutely comical to me how shittily UMG $UMG.AS $UMGNF (and transitively Bollore $BOL.PA $BOIVF) trades with KPDH absolutely crushing the charts especially when so much high-margin merchandise revenues are coming their way. Do people think Sony owns this And not realize https://t.co/EZ1QdCk0CD It's absolutely comical to me how shittily UMG $UMG.AS $UMGNF (and transitively Bollore $BOL.PA $BOIVF) trades with KPDH absolutely"
X Link 2025-09-08T23:22Z [----] followers, [----] engagements

"$UMG.AS UMG upgrade from Citi"
X Link 2025-09-08T23:49Z [----] followers, [---] engagements

"$KER.PA $PPRUY bu far the worst positioned luxury house also showing plenty of bottoming signs in business and stock been ripping - more positive reads for $LUXE and more proof they scooped YNAP at the dead lows"
X Link 2025-10-22T16:01Z [----] followers, [----] engagements

"If you don't think Novartis $NVS Roche $RHHBY Lonza $LZAGY are all scrambling to open new pharma plants in the US and booking for machines from $RPID $DHR $TMO etc. - you probably shouldn't be in this game"
X Link 2025-11-14T14:04Z [----] followers, [----] engagements

"I missed the 20K shares of Cambodge $CBDG.PA that traded last Thursday which is 3% of the remaining float. Some pre-Supreme Court ruling moves from Vincent $BOIVF $BOL.PA @FoxCastlehold"
X Link 2025-11-24T15:04Z [----] followers, [----] engagements

"Wen tender offer Monsieur Bollore $BOL.PA $BOIVF"
X Link 2025-11-28T13:10Z [----] followers, [----] engagements

"KeyBanc pushes $RPID as a top [----] Life Sciences pick $8 PT highlighting double-digit order from the new biopharma client and Millipore began ordering in 3Q25. Notes estimates have additional upside (to +20% FT26 growth) off more multi-system orders"
X Link 2025-12-08T03:20Z [----] followers, [----] engagements

"Another 1% of $CBDG.PA Cambodge float bought up today on the open market $BOL.PA $BOIVF"
X Link 2025-12-08T20:06Z [----] followers, [---] engagements

"A few ways to ferret out who $RPID has agreements with/is in discussions with on Growth Direct: $RHHBY $AMGN $NVS Also $ABBV $MRK $BAYRY $TAK $BIIB No $LLY $NVO $PFE or $SNY links.yet 😉 https://www.rapidmicrobio.com/rapid-resources-novartis https://www.rapidmicrobio.com/rapid-resources-amgen https://www.rapidmicrobio.com/rapid-resources-roche https://www.rapidmicrobio.com/rapid-resources-novartis https://www.rapidmicrobio.com/rapid-resources-amgen https://www.rapidmicrobio.com/rapid-resources-roche"
X Link 2025-12-08T20:21Z [----] followers, [----] engagements

"@pernasresearch Agreed which puts $SMWB clearly into play too"
X Link 2025-12-08T22:26Z [----] followers, [---] engagements

"So $LLY is building a mega API facility in Alabama for oral GLP-1 and specifically says they will feature digitally integrated monitoring systems at the site. Still think $RPID has a shot on goal with the first trillion dollar pharma here"
X Link 2025-12-10T03:02Z [----] followers, [----] engagements

"We might see a $2M+ buyback report on $ODET $ODET.PA next Monday - huge volumes went through Monday/Tuesday $BOL.PA $BOIVF"
X Link 2025-12-17T18:01Z [----] followers, [----] engagements

"It would appear that Rapid Micro $RPID is now officially a US federal contractor (posted to IR materials) - somehow related to these Trump pharma reshoring deals Im sure 🤷♀"
X Link 2025-12-19T23:15Z [----] followers, [---] engagements

"Why is $BOL.PA $BOIVF catching a bid into year-end Tax-loss selling finally done"
X Link 2025-12-31T13:35Z [----] followers, [---] engagements

"@ShaleTier7 $TOU.TO is the [----] ripper"
X Link 2026-01-08T01:31Z [----] followers, [---] engagements

"Still keeping the [--] active centers target in [----] and [--] accepting referrals - this is going to be a meaningful growth year for $DCTH that actually translates into profitable growth Not a lot in $DCTH early earnings release other than revs at high-end of previously reduced $83-85MM guide for FY2025 which means 4Q momentum tracked a decent turnaround. Active centers stuck at [--] but likely to get 3-5 turned on imminently will see what they say on the call. https://t.co/7DvUbENuyq Not a lot in $DCTH early earnings release other than revs at high-end of previously reduced $83-85MM guide for"
X Link 2026-01-09T21:20Z [----] followers, [----] engagements

"So $RPID ends [----] with [--] system placements vs. as low as the lower end of 21-25 before the 3Q bump to [--]. 20% rev growth thats guaranteed to accelerate in [--] on timing of validations (recurring was +15%). Too cheap platform biz will be $10+ within 18-24 months"
X Link 2026-01-13T23:13Z [----] followers, [----] engagements

"How do you even bet against this Product margins now positive Millipore helps Env. discs go positive in [----] (biggest drag) services obv. very positive with OpLev and Millipore barely impacted 4Q25 volume ramp (all existing Top [--] customer). Good luck fighting this. $RPID So $RPID ends [----] with [--] system placements vs. as low as the lower end of 21-25 before the 3Q bump to [--]. 20% rev growth thats guaranteed to accelerate in [--] on timing of validations (recurring was +15%). Too cheap platform biz will be $10+ within 18-24 months. https://t.co/AeaiEiuBbV So $RPID ends [----] with [--] system"
X Link 2026-01-15T20:46Z [----] followers, [----] engagements

"650K shares = $3.7MM of Bollore $BOL.PA $BOIVF bought by Odet $ODET.PA - 3rd day in a row. Guess we know the old weasels new game for [----] @FoxCastlehold @East72Dynasty @CapitalObserver"
X Link 2026-01-19T17:27Z [----] followers, [----] engagements

"All the insanely positive fundamentals aside.I don't have to tell you the materiality of the $4.50 resistance break on this thing $RPID How do you even bet against this Product margins now positive Millipore helps Env. discs go positive in [----] (biggest drag) services obv. very positive with OpLev and Millipore barely impacted 4Q25 volume ramp (all existing Top [--] customer). Good luck fighting this. $RPID https://t.co/SXdHf1busq How do you even bet against this Product margins now positive Millipore helps Env. discs go positive in [----] (biggest drag) services obv. very positive with OpLev and"
X Link 2026-01-20T16:02Z [----] followers, [---] engagements

"So $natgas NGG6 is up 60% on the week and $EQT is flat on the year. FUCK YOU. This thing is going to squeeze pod boi balls like Kingler from Pokmon soon. Look at the production drop-off to [---] well before freeze hits. Supply and resource are not infinite. $100 stock"
X Link 2026-01-23T03:39Z [----] followers, 14.7K engagements

"@thebeingintime @AB1001_disciple @mike98572986 @jud_guy @ShortShitStocks @killapabkai @peter_mantas @encodelp Honored to be among these top notch folks🫡 This is the year of SMicro Health Care - $DCTH $RPID $CLPT $LFCR $OPRX"
X Link 2026-01-23T14:28Z [----] followers, [---] engagements

"You dont quite understand how truly fucked on an atomic level $EQT shorts are DIE BALYASNY CUCKS $EQT $natgas https://t.co/S5RMCRCMkf DIE BALYASNY CUCKS $EQT $natgas https://t.co/S5RMCRCMkf"
X Link 2026-01-25T01:46Z [----] followers, 31.8K engagements

"Robinhood traders gonna make bank buying only +3% overnight $EQT You dont quite understand how truly fucked on an atomic level $EQT shorts are https://t.co/pOqmZStgYY You dont quite understand how truly fucked on an atomic level $EQT shorts are https://t.co/pOqmZStgYY"
X Link 2026-01-26T01:25Z [----] followers, [----] engagements

"We should get a few $70-$100+ phys prints tomorrow $EQT You dont quite understand how truly fucked on an atomic level $EQT shorts are https://t.co/pOqmZStgYY You dont quite understand how truly fucked on an atomic level $EQT shorts are https://t.co/pOqmZStgYY"
X Link 2026-01-26T04:04Z [----] followers, [----] engagements

"Someone tell that $500 oil wacko we already got $1000+ BOE pricing in Northeast gas today $natgas $EQT @Reignots Z6 NY was at [---] for next day @Reignots Z6 NY was at [---] for next day"
X Link 2026-01-26T19:04Z [----] followers, [----] engagements

"@TeddyGambino If thats your view $EQT will be a 4-bag"
X Link 2026-01-27T00:28Z [----] followers, [---] engagements

"Final NE phys gas damage tally for today: $111 Tetco M3 $130 Transco Zone [--] TGP Zone [--] $63holy fucking smokes Messieurs Rice et Knop are gonna eat well this quarter $EQT $natgas You dont quite understand how truly fucked on an atomic level $EQT shorts are https://t.co/pOqmZStgYY You dont quite understand how truly fucked on an atomic level $EQT shorts are https://t.co/pOqmZStgYY"
X Link 2026-01-27T01:46Z [----] followers, [----] engagements

"KeyBanc reiterating $8 PT on $RPID modeling 32/35 placements in 26/27 (way too low imo) slapping on 10x Sales multiple sees it as top pick for Biologics/CGT growth notes [--] consecutive Qs of beating guide"
X Link 2026-01-27T20:46Z [----] followers, [----] engagements

"@midascabal $DGXX $RPID $DCTH $CLPT"
X Link 2026-01-28T15:27Z [----] followers, [----] engagements

"@InvestSpecial @DeepSailCapital $RPID is better"
X Link 2026-01-28T17:23Z [----] followers, [---] engagements

"Being offered a once in a lifetime opportunity to buy a cash incinerating vibe coding decacorn @replit at $9.6B. Perhaps I should finance it with my $WIX bag that trades at checks notes 12% FCF w/ a faster growing vibe coder @Base44 thrown in for free. @Avishai_ab @marktluszcz"
X Link 2026-01-30T00:30Z [----] followers, [----] engagements

"@TeddyGambino Whos gonna pry $OXY out of Warrens crusty diamond hands"
X Link 2026-02-02T18:10Z [----] followers, [---] engagements

"Fuck your customers fuck your drivers find out $UBER Was early on the Empower train (limited city launches) - same drivers as $UBER and $LYFT arguably positive selection of the better/more educated drivers who are sick of giving 50% to Uber. Economics are night and day - they love it. Uber got greedy with take ratesnow itll die Was early on the Empower train (limited city launches) - same drivers as $UBER and $LYFT arguably positive selection of the better/more educated drivers who are sick of giving 50% to Uber. Economics are night and day - they love it. Uber got greedy with take ratesnow"
X Link 2026-02-04T12:03Z [----] followers, [----] engagements

"Cannacord reiterates $21 PT on $DCTH raises [--] revs est. by 12% expecting Chopin publication imminently. I count [--] active centers today fwiw"
X Link 2026-02-05T09:43Z [----] followers, [----] engagements

"Not good enough AI loser $WIX to zero 🤡 January has been a good month for Base44 and its not even Super Bowl yet. I feel like were doing a good job establishing our brand And latest releases seem to help with virality below new users / day - https://t.co/68mb7XaBAV January has been a good month for Base44 and its not even Super Bowl yet. I feel like were doing a good job establishing our brand And latest releases seem to help with virality below new users / day - https://t.co/68mb7XaBAV"
X Link 2026-02-05T16:42Z [----] followers, [---] engagements

"(1) $GLEN might go up on this after the initial arb unwinds because its underperformed its copper alpha (only major with material copper growth) (2) Im [--] bid on BHP headline within the next week BREAKING: Glencore and Rio Tinto end merger talks. BREAKING: Glencore and Rio Tinto end merger talks"
X Link 2026-02-05T17:17Z [----] followers, [---] engagements

"Going below cost basis for $GLXY for the first time"
X Link 2026-02-05T20:12Z [----] followers, [----] engagements

"Every single day this week $MOH $AMZN"
X Link 2026-02-05T21:52Z [----] followers, [----] engagements

"Well Mr. Deason didnt immediately puke his $GLXY RSU vesting at new lows at least"
X Link 2026-02-05T22:06Z [----] followers, [----] engagements

"@buccocapital And Moodys"
X Link 2026-02-05T22:37Z [----] followers, [----] engagements

"Now riquidate my riends Michael Sayrer and Tom Ree "good now do quintirrion" https://t.co/MCCng7sHLh "good now do quintirrion" https://t.co/MCCng7sHLh"
X Link 2026-02-06T01:53Z [----] followers, [----] engagements

"Credit to @novogratz @glxyresearch for doing the right thing re: capital allocation at these levels. Say what you will.but between this buyback and the private placement at $36.these guys have traded their own stock extremely well. $GLXY"
X Link 2026-02-06T14:21Z [----] followers, [----] engagements

"@mathburn666 @KARLW0LF Itll be Google. They were competing for the same ERCOT interconnection approvals and $GLXY beat them. Only logical to now become a tenant for phase 4"
X Link 2026-02-06T21:01Z [----] followers, [---] engagements

"Well now we know where the persistent selling before today in $RPID has been coming from. Yet another sale. The next new customer announcement could not come fast enough (probably by end of 1Q)"
X Link 2026-02-06T21:29Z [----] followers, [---] engagements

"@S_curvecap Flexing absolute turds = ngmi"
X Link 2026-02-08T00:05Z [----] followers, [---] engagements

"@capitalemployed Isnt phosphate like totally fucked because of Morocco"
X Link 2026-02-08T00:29Z [----] followers, [---] engagements

"@EricTheUmpire Short $OKLO to zero"
X Link 2026-02-08T03:06Z [----] followers, [---] engagements

"@everyonehatesp1 @capitalemployed Then how come $MOS is sucking wind"
X Link 2026-02-08T21:18Z [----] followers, [---] engagements

"If @Kalshi has such a head start in US sports betting how come @Polymarket has double the volume 🤔 #SuperBowlLX #SuperBowl2026"
X Link 2026-02-08T23:39Z [----] followers, [----] engagements

"@DeItaone and @Polymarket is over $700MM. Time to switch allegiances Walter Im sure @shayne_coplan can afford to pay your more than your masters at @Kalshi"
X Link 2026-02-08T23:49Z [----] followers, [---] engagements

"@DeItaone @Polymarket @shayne_coplan @Kalshi https://x.com/reignots/status/2020643711890440270 If @Kalshi has such a head start in US sports betting how come @Polymarket has double the volume 🤔 #SuperBowlLX #SuperBowl2026 https://t.co/9UEMmtM6mQ https://x.com/reignots/status/2020643711890440270 If @Kalshi has such a head start in US sports betting how come @Polymarket has double the volume 🤔 #SuperBowlLX #SuperBowl2026 https://t.co/9UEMmtM6mQ"
X Link 2026-02-08T23:49Z [----] followers, [---] engagements

"@WheelieInvestor You are right I am dumb - this is cumulative including all the knocked out teams https://polymarket.com/event/super-bowl-champion-2026-731 https://polymarket.com/event/super-bowl-champion-2026-731"
X Link 2026-02-09T00:07Z [----] followers, [--] engagements

"@WheelieInvestor Ive always found this interesting. There is a lot of scraping of Poly data they are not monetizing and Kalshi appears unable to provide outside of sports betting"
X Link 2026-02-09T00:39Z [----] followers, [---] engagements

"@ACapitalLP @SpecialSitsNews It's clearly $GLEN.GB $GLNCY post no-Rio deal since it's massively lagged its copper beta and one of the few massive copper growth stories in the next decade"
X Link 2026-02-09T03:36Z [----] followers, [--] engagements

"@brian_armstrong You just reminded everyone they fucking hate Coinbase @FrancesPatano https://t.co/TJ8n128LzT @FrancesPatano https://t.co/TJ8n128LzT"
X Link 2026-02-09T04:33Z [----] followers, [----] engagements

"Im not sure whether to smile or cry as a $NOW baggie getting an endorsement from the guy who gets dressed by his wifes boyfriend $CRM We are adding Salesforce and ServiceNow to the IVES AI [--] list after taking them off in early December with this software Armageddon sell-off the last few weeks assuming software/tech behemoths like Salesforce and ServiceNow are structurally brokenand we strongly disagree 🔥🐂 We are adding Salesforce and ServiceNow to the IVES AI [--] list after taking them off in early December with this software Armageddon sell-off the last few weeks assuming software/tech"
X Link 2026-02-09T12:42Z [----] followers, [---] engagements

"@pickeringenergy A behemoth with lower market cap than a 1-year old vibe coding startup"
X Link 2026-02-09T14:25Z [----] followers, [---] engagements

"@BlueFlameBlues Me too What happened to Nick"
X Link 2026-02-09T15:47Z [----] followers, [----] engagements

"I know where they can find 800MW immediately $GLXY @novogratz ANTHROPIC MULLS SECURING 10GIGAWATTS OF CAPACITY - INFORMATION ANTHROPIC MULLS SECURING 10GIGAWATTS OF CAPACITY - INFORMATION"
X Link 2026-02-09T18:48Z [----] followers, [----] engagements

"@dalibali2 Dali on the first $IGV +2% day:"
X Link 2026-02-09T19:02Z [----] followers, [---] engagements

"@pernasresearch transmission"
X Link 2026-02-10T21:43Z [----] followers, [----] engagements

"@Fierce__beast $REAL is not disruptable (prob $AMZN too not sure on $SHOP) because literally their entire edge is the physical verification/distribution center. Can never be replicated by AI"
X Link 2026-02-11T20:54Z [----] followers, [----] engagements

"Send Samsung and Hynix to infinity wons ASAP (btw $EWY is 50% these [--] and rest of index is pretty solid or dirt cheap) Tylenol was martyred so that ozempic could be cheap Or something. Idk. Enjoy the slop https://t.co/olhSJPOgzg Tylenol was martyred so that ozempic could be cheap Or something. Idk. Enjoy the slop https://t.co/olhSJPOgzg"
X Link 2026-02-12T01:27Z [----] followers, [---] engagements

"JPMorgan upgrades $LUXE to Overweight PT up from $9 to $14 with medium term path to $20+ valuation based on modest 65x [--] EBITDA likes Kligers commentary on the $1B+ share up for grabs post $SAGLEN BK. Street starting to figure it out. @ClarkSquareCap @MinotLightCap"
X Link 2026-02-12T11:54Z [----] followers, [----] engagements

"@DrewCohenMoney That's not the issue. The 30s DINKWAD couple working [--] hours a week remote won't be able to afford travel to Europe anymore after they get fired from their [--] remote jobs"
X Link 2026-02-12T17:24Z [----] followers, [----] engagements

"@DrewCohenMoney I think that's what's' hitting markets now. (Don't agree but just observing)"
X Link 2026-02-12T17:26Z [----] followers, [---] engagements

"@IchLerne2 @DrewCohenMoney Well see. I aint shorting $BKNG. But maybe easier places to make money"
X Link 2026-02-12T17:45Z [----] followers, [---] engagements

"@davistrazza hmm lets see the collective judgment of millions of smart investors versus the self-interested outcome of a few grifters"
X Link 2026-02-13T12:36Z [----] followers, [---] engagements

"@Speedwell_LLC Perhaps. Good luck it certainly is consensus hated. The few ad agencies and design studios I know who use this stuff heavily are all within 6-12 months of mass displacement on it was my research conclusion (as a potential long). Think data lags ultimate reality on this one"
X Link 2026-02-13T17:41Z [----] followers, [---] engagements

"It's absolutely comical to me how shittily UMG $UMG.AS $UMGNF (and transitively Bollore $BOL.PA $BOIVF) trades with KPDH absolutely crushing the charts especially when so much high-margin merchandise revenues are coming their way. Do people think Sony owns this And not realize the Hybe/JYP/SM distribution agreements give UMG a global monopoly on kpop https://twitter.com/i/web/status/1965160843370213472 https://twitter.com/i/web/status/1965160843370213472"
X Link 2025-09-08T21:10Z [----] followers, [----] engagements

"Bollore $BOL.PA relative underperformance to its own proxy $ODET.PA and its main value constituents $UMG.AS and $VIV.PA is comical - on the order of 20-50% over the last [--] years. Vincent and his little bastards are gunning for the squeeze-out; the reversion will be explosive. It's absolutely comical to me how shittily UMG $UMG.AS $UMGNF (and transitively Bollore $BOL.PA $BOIVF) trades with KPDH absolutely crushing the charts especially when so much high-margin merchandise revenues are coming their way. Do people think Sony owns this And not realize https://t.co/iz8hDJD13c It's absolutely"
X Link 2025-09-09T13:00Z [----] followers, [----] engagements

"How can one be comfortable shorting $UMG.AS $UNVGY - a royalty business - at 19x [----] P/E with the mother of all global boy band comebacks The fat margin merch sales alone is going to rip consensus estimates up 10% $BOL.PA $BOIVF"
X Link 2025-10-26T22:52Z [----] followers, [----] engagements

"Somehow $SPOT testing price tiers and embracing Streaming [---] will be bearish for $UMG.AS and somehow even more bearish for $BOL.PA $BOIVF tomorrow 🤡"
X Link 2025-11-13T22:54Z [----] followers, [---] engagements

"Im sure $SPOT doing a big price hike in its biggest market for the first time in [---] years will somehow be bearish $UMG.AS and somehow doubly bearish $BOL.PA $BOIVF tomorrow 🤡 piling on the clearly bearish Supreme Court ruling of not having to buy $VIV.PA 🤡🤡 Well spoted [--] [---] Compagnie du Cambodge shares exchanged at [--]. [--] below the first take out offer in september [----]. Well spoted [--] [---] Compagnie du Cambodge shares exchanged at [--]. [--] below the first take out offer in september 2024"
X Link 2025-11-24T23:55Z [----] followers, [----] engagements

"Maybe its not so bad for my $EWZ $MELI $INTR bags if Lula wonweak ass mothafucka this Ballsonaro guy"
X Link 2025-12-28T14:14Z [----] followers, [---] engagements

"@simongerman600 Guess who pockets that $UMG.AS and guess what tour will be even bigger in [----] @bts_bighit"
X Link 2026-01-01T21:08Z [----] followers, [---] engagements

"Guess who pockets that $UMG.AS $BOL.PA $BOIVF and guess what tour will be even bigger in [----] @bts_bighit Wait The Taylor Swift Eras Tour made $665 million in profits Jesus Christ Source: https://t.co/YSPifEkMIM https://t.co/zZSdm3QhVN Wait The Taylor Swift Eras Tour made $665 million in profits Jesus Christ Source: https://t.co/YSPifEkMIM https://t.co/zZSdm3QhVN"
X Link 2026-01-01T21:09Z [----] followers, [----] engagements

"Since no one is talking how Copa Airlines/Holdings $CPA is a massive winner after Venezuela I will: 6.5x P/E the most profitable airline in the world unique Hub-Spoke model around Panama City Airport running only Boeing 737s about to add back to most profitable Venz routes"
X Link 2026-01-05T14:44Z [----] followers, [----] engagements

"@SFarringtonBKC @taobanker $GAP baby"
X Link 2026-01-25T21:44Z [----] followers, [----] engagements

"Theres the $CLPT we know and love Nibbling moregotta love the SMicrocap game"
X Link 2026-01-26T18:14Z [----] followers, [----] engagements

"Cannacord $50 PT on $GLXY into earnings"
X Link 2026-01-30T04:21Z [----] followers, [----] engagements

"Motherfucking Alberta power/data center deal incoming. You cant do this shit with solar and wind both of which fucking nonexistent in godforsaken Canadia. $TOU.TO $TRMLF CARNEY: "In the coming weeks the federal government will release a draft of our national electricity strategy . our objective is to more than double the size of Canada's electricity grid." https://t.co/mwl1KuECkO CARNEY: "In the coming weeks the federal government will release a draft of our national electricity strategy . our objective is to more than double the size of Canada's electricity grid." https://t.co/mwl1KuECkO"
X Link 2026-01-30T05:08Z [----] followers, [---] engagements

"Spiced up $DGXX today (on shitty airplane WiFi mid-Atlantic). Hans is not the caliber of leader to advise a $200MM shitco & quote in PR without smelling a huge financial windfall - on the boards of the largest asset manager & telco very connected/respected. Catalyst imminent"
X Link 2026-02-02T17:34Z [----] followers, [----] engagements

"@michaelxbloch Lmfao this shit brain recommends $OKLO of all things for energy leverage. 🤡"
X Link 2026-02-08T01:44Z [----] followers, [----] engagements

"Now THIS is motherfucking investment research (but did you ask Sonnet or Opus) $NOW $NOWQ F it. Decided to ask Claude straight up If I gave you $100000 to either short $NOW or long the stock. What are you going to do Knowing your capabilities and whether you are truly capable of disrupting their moat or not. Enjoy looks like Claude is loading the dips 😂 https://t.co/qoGO7FNkc1 F it. Decided to ask Claude straight up If I gave you $100000 to either short $NOW or long the stock. What are you going to do Knowing your capabilities and whether you are truly capable of disrupting their moat or"
X Link 2026-02-08T23:45Z [----] followers, [----] engagements

"Buying $IGV yesterday thinking its all clear I just watched this like [--] times in a row 🤣🤣🤣 https://t.co/OcR0cFCAsU I just watched this like [--] times in a row 🤣🤣🤣 https://t.co/OcR0cFCAsU"
X Link 2026-02-11T22:42Z [----] followers, [---] engagements

"HSBC raised $INTR PT to $12.5 (from $10) - top line keeps growing fast asset quality fine choppy cost trends should see big scale gains in [----]. For all the $NU bois - this is better and cheaper. Been a 2.5x bag and more to come"
X Link 2026-02-11T23:22Z [----] followers, [---] engagements

"$CHRW -22% $LSTR -18%"
X Link 2026-02-12T17:53Z [----] followers, [---] engagements

"@Speedwell_LLC Already losing to $FIG pre-AI and now there are an infinite number of new competitors plus seats shrinking as the industries they serve are the easiest to reduce headcount in"
X Link 2026-02-13T17:34Z [----] followers, [---] engagements

"@malinvested @Speedwell_LLC Affinity from Canva Nano Banana and wrappers Cursor/Base44/Replit and some Chinese stuff like Manus"
X Link 2026-02-13T17:57Z [----] followers, [---] engagements

"@DJ_EBITDA Id argue $KNSL price action was quite strong"
X Link 2026-02-13T21:00Z [----] followers, [---] engagements

"@FishtownCap @pernasresearch China fears job losses just as much as we do. Chinese models distill our frontier models at a fraction of the price. They will never exceed us except at enabling hardware which they are miles ahead on (robotics drones) but that doesnt impact the white collar losses"
X Link 2026-02-13T21:34Z [----] followers, [--] engagements

"@Investor_NICK_ This shit is trained on Near vs. Light in Death Note"
X Link 2026-02-14T02:16Z [----] followers, [--] engagements

"@Bitcoin_Teddy This mofo high on PCP"
X Link 2026-02-15T01:53Z [----] followers, [--] engagements

"Navigating my shitco portfolio through 4Q205 earnings season when dozens of $50B+ safe companies draw down 30%+ "I CAN'T BELIEVE MY EYES." 😳 Dual moguls madness as Nick Page skis out of the course for a DNF while his opponent Ikuma Horishima barely stays in control and skis over the line BACKWARDS for the win. https://t.co/hFqqi5gnQE "I CAN'T BELIEVE MY EYES." 😳 Dual moguls madness as Nick Page skis out of the course for a DNF while his opponent Ikuma Horishima barely stays in control and skis over the line BACKWARDS for the win. https://t.co/hFqqi5gnQE"
X Link 2026-02-15T18:10Z [----] followers, [---] engagements

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