@ShenJiaye Jiaye Shen

Jiaye Shen posts on X about in the, $wbd, $zim, $inmd the most. They currently have [-----] followers and [--] posts still getting attention that total [------] engagements in the last [--] hours.

Engagements: [------] #

[--] Week [---] -87%
[--] Month [-----] +358%

Mentions: [--] #

[--] Month [--] +100%

Followers: [-----] #

[--] Week [--] no change
[--] Month [--] +43%

CreatorRank: undefined #

Social Influence

Social category influence stocks finance cryptocurrencies technology brands currencies exchanges travel destinations financial services luxury brands automotive brands

Social topic influence in the, $wbd, $zim, $inmd, $unf, $leg #6, $gtlb, $aes, $psky, $alti

Top accounts mentioned or mentioned by @garyheff @batman10023 @baishan123456 @plainyogurt21 @semafor @lianabaker @juliangold @ewhispers @researchne89461

Top assets mentioned Warner Bros Discovery, Inc. (WBD) ZIM Integrated Shipping Services Ltd. (ZIM) InMode Ltd. Ordinary Shares (INMD) Unifirst Corp (UNF) Leggett & Platt, Inc. (LEG) GitLab Inc. (GTLB) AES, Corp. (AES) Paramount Skydance Corporation Class B Common Stock (PSKY) Somnigroup International Inc. (SGI) Ocular Therapeutix, Inc. (OCUL) Origin Protocol (OGN) OneStream, Inc (OS) Olaplex Holdings, Inc. (OLPX) BlackLine, Inc. Common Stock (BL) NVIDIA Corp. (NVDA) Datadog Inc (DDOG) Cintas Corporation (CTAS) Netflix Inc (NFLX) Dog (Bitcoin) (DOG) Revolution Medicines, Inc. (RVMD) Alkami Technology, Inc. (ALKT) Sleepless AI (AI) SPS Commerce, Inc. (SPSC) Robinhood Markets, Inc. (HOOD) Astera Labs, Inc. (ALAB) Nebius Group N.V. Class A Ordinary Shares (NBIS) Shopify Inc (SHOP) Vertiv Holdings Co (VRT) Arista Networks Inc (ANET) Unity Software Inc. (U) AppLovin Corporation (APP) Mario Coin (COIN) Pinterest, Inc. (PINS) Comcast Corporation (CMCSA) Saia, Inc. (SAIA) TFI International Inc. (TFII) Old Dominion Freight Line Inc (ODFL) Clearwater Analytics Holdings, Inc. (CWAN) Sun Country Airlines Holdings, Inc. (SNCY) 2131KOBUSHIDE (21) Workiva Inc. (WK) Synthetify (SNY) Oracle Corporation (ORCL)

Top Social Posts

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

"Like $OS long. 2x r/r here for a deal. KKR on the clock to exit a [----] vintage. Business category vertical enough to defend Gen AI. Positive growth/earnings revision trajectory. Right ballpark now on deal timing since Reuter report"
X Link 2025-12-02T18:36Z [--] followers, [---] engagements

"Think market trading wrong way the overnight news at $OS. Long time CFO went and found a new gig. KKR person on the file gets the acting CFO role with a CoC pay plus some stocks. Two key employees were also thrown a bone in the form of CoC pay to not quit. Deal coming imo"
X Link 2025-12-03T15:59Z [--] followers, [---] engagements

"If $cmcsa wins $wbd bidding expect some convoluted hypothetical math to reach the $30 magic number. Like the $SBGI math for $SSP. We know how far thats trading from the promised $7 value. But Zaslav would have the best job out of the three options. And $cmcsa stock benefits"
X Link 2025-12-03T17:59Z [--] followers, [---] engagements

"Key 2nd bid takeaways so far: 1) $psky has not raised the prior $25 offer 2) $nflx is higher on headline value - switched to primarily cash but likely didnt raise either 3) window for meaningful update - couple more weeks New: Paramount has offered to pay $5 billion breakup fee if its deal for WBD doesnt close. Its a sign of how confident the company is in its pitch to regulators. https://t.co/WWKe8vGYP7 New: Paramount has offered to pay $5 billion breakup fee if its deal for WBD doesnt close. Its a sign of how confident the company is in its pitch to regulators. https://t.co/WWKe8vGYP7"
X Link 2025-12-04T00:43Z [--] followers, [---] engagements

"@garyHeff Jonathan kanter gonna be on cnbc talking about the anti trust merits. Worth a listen"
X Link 2025-12-04T15:15Z [--] followers, [--] engagements

"@garyHeff Gotcha. So value investing by way of event driven. Worth taking a look at $zim"
X Link 2025-12-05T00:48Z [--] followers, [---] engagements

"$OS good outcome. Read was correct"
X Link 2026-01-07T06:45Z [--] followers, [--] engagements

"Sold it too early at [----]. Mistake is to not realize the stock is in the section of the market that is carrying positive momentum from housing catalysts and IWM catalysts. SGI been rising too meaning stock exchange ratio can remain the same hence higher chance of a $ price bump"
X Link 2026-01-12T09:59Z [--] followers, [--] engagements

"Shorting $leg at the $12 offer price yesterday was a no brainer. Companies had no prior engagements means process can take months. Given $leg large revenue exposure at $sgi theres no competing bidder either. Think it drifts to low [--] for a 50-60% deal prob more appropriate here"
X Link 2025-12-02T18:22Z [--] followers, [---] engagements

"Swing traded $LEG well. $SGI stock held in ok vs Nov [--] close should give confidence in a $LEG deal. Been [--] days now but taking out the holidays probably means still a few weeks away but should be before early Feb earnings. Using Jan [--] for now - Feb [--] options should cover"
X Link 2026-01-07T07:14Z [--] followers, [--] engagements

"$dog earnings next weekgonna see if any mention of m&a $gtlb. Ddog stock obviously caught in the software sell off too but relatively still help up better than IGV YTD"
X Link 2026-02-06T20:35Z [--] followers, [---] engagements

"Why has LTL names been so strong and breaking out to the upside lately Looking for a narrative $odfl $saia $tfii $htld"
X Link 2025-12-05T00:43Z [--] followers, [--] engagements

"$zim buyout. Press back in Aug/Sep not taken seriously given industry -ve rep. Now hard to dismiss with more details and a series of reports. Cheap at [---] pb + coveted orderbook. HLAG makes sense- left behind in scale. Difficulties remain: Israeli identity and mgmt motivation"
X Link 2025-12-05T01:23Z [--] followers, [---] engagements

"Timing wise - looking at post Jan 1st Asia-Euro contract renewal and potentially post CNY Feb [--] also. Stock too volatile to own outright - Apr 25/30cs at 60c (3%) might be a good way to go to just play the deal"
X Link 2025-12-05T01:49Z [--] followers, [--] engagements

"$CWAN low deal price in an inbound approach - potential interloper upside risk. Good r/r given price still below terms. Near-term - Active go shop expires Jan [--]. BBG reported on Warburg and Permira interest on Nov [--] - deal announced on Dec [--] = Standard exclusivity period"
X Link 2026-01-07T06:38Z [--] followers, [---] engagements

"$sncy $algt spreads might be wide here given precedents. Guiding to 2H26 vs Hawaiian air was [---] months makes sense. No bump - Unlikely to have other bidders given the b/s shape of competitors. Positive PF - Synergy is meaningful at $140m p.a. @ 4x per share = $16 p.f. $algt"
X Link 2026-01-12T11:03Z [--] followers, [--] engagements

"Opened $olpx long looking for a deal at $2.1 in the next [--] days based on recent deal report. At $2.1 Advent likely bags a 7yr 22% irr. Downside would be $1.4 representing a 20% irr. Think Advent is a seller at above 20% irr. Risk/reward is favorable here risking 20c for 50c"
X Link 2026-01-13T17:33Z [--] followers, [---] engagements

"Opened $alti and adding via Mar c2.5. Stock has given back all the m&a premium since announcement of strategic review. Support on the down at $3.5. Lookin for a deal at $6. At below $4 this looks extremely attractive. 30+ day in pipeline already expect another 45-60 days"
X Link 2026-01-13T17:40Z [--] followers, [--] engagements

"Mistake of holding onto $wk and $bl if it wasnt obvious before now it is - We are in a price re discovery phase of software companies now dont think deals can get done in this period"
X Link 2026-01-29T18:21Z [--] followers, [---] engagements

"$ocul looking for someone that would have some views on the fundamentals of this company the imminent data readout and if fit with $sny"
X Link 2026-01-29T18:30Z [--] followers, [---] engagements

"Looks most imminent: $olpx $alti $ogn. $inmd question around Israeli report $aes around bid-ask spread $ocul on data readout $zim on Israeli identity. Some in the background: $unf $rvmd $gtlb $wbd $leg. Tricky $ai $alkt $prth"
X Link 2026-01-29T20:58Z [--] followers, [---] engagements

"@baishan123456 question is if they had good data and in negotiation with sny why not release it since it should bolster their share price and hence the takeout negotiation/deal price"
X Link 2026-01-29T21:40Z [--] followers, [---] engagements

"Adding to the difficulty in software dealmaking is the retrenching of debt financing in the space. Case in point $yext"
X Link 2026-02-03T04:01Z [--] followers, [---] engagements

"$prth might be the next $yext on lack of fundinglook at private credit names today brutal"
X Link 2026-02-03T16:10Z [--] followers, [---] engagements

"Thought on $psky re $wbd bid: if the ME funding was by way of buying newly issued $psky shares then the deal has gotten much more expensive for the Ellison than just raising a few bucks on the headline price by way of increased dilution of Ellison stake with psky -30% since Dec"
X Link 2026-02-03T18:45Z [--] followers, [---] engagements

"and $orcl also down 30% since Dec which doesnt help"
X Link 2026-02-03T18:46Z [--] followers, [---] engagements

"Might be positive for $wbd shares because more urgency for $psky to raise now Trump says he'll stay out of Netflix Paramount Skydance fight to take over WBD https://t.co/djiwHMGbER Trump says he'll stay out of Netflix Paramount Skydance fight to take over WBD https://t.co/djiwHMGbER"
X Link 2026-02-05T03:05Z [--] followers, [---] engagements

"$staa really curious what the top shareholders were thinking herewillingly took a 40% drawdown youd think they have a second act up their sleeve but looks not"
X Link 2026-02-05T11:45Z [--] followers, [---] engagements

"Whats being wrongly dragged down by the broader market selloff in the event land $oplx $aes and $inmd look so"
X Link 2026-02-05T16:19Z [--] followers, [---] engagements

"Note to myself: marketwide degross is great opportunity to redirect capital from crappy holdings to quality ones because everybodys on sale so take advantage of it. E.g. some $pizza to $nvda"
X Link 2026-02-06T16:42Z [--] followers, [--] engagements

"$oplx and $alti should be next week. Anytime update now: $aes $unf $zim $ogn $wbd. $ddog earnings next week might have read thru to $gtlb. Earnings next week: $leg likely no update [--] days too short for $SGI $inmd likely no update and thats ok $ogn mover $bl $spsc $staa"
X Link 2026-02-06T20:58Z [--] followers, [---] engagements

"$UNF eyes on earnings and call today. Mgmt needs to show strong numbers to have any credibility. Weak numbers will get bought giving more weight to activist demands/ $CTAS offer attractiveness. Think $CTAS likely wont go quietly this time - maybe has a bump in the pocket"
X Link 2026-01-07T08:50Z [--] followers, [---] engagements

"@batman10023 Indeed - also curious who these funds have as LP if no alternative deal stock is dead till next earnings since theres not even a management team"
X Link 2026-02-14T00:37Z [--] followers, [--] engagements

"Posting some event driven thoughts and ideas just for my own diary. Not investment advice. Your questions/feedback/views welcomed"
X Link 2025-12-02T19:34Z [--] followers, [---] engagements

"$OCUL OCUL(L) - SOL-1 with @plainyogurt21 https://open.substack.com/pub/balabio/p/ocull-sol-1r=69w4o9&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/balabio/p/ocull-sol-1r=69w4o9&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2026-02-15T02:42Z [----] followers, 37.7K engagements

"$WBD board leaning towards opening talks with $PSKY sources tell @semafor Confirming earlier BBG report"
X Link 2026-02-15T21:45Z [----] followers, 10.4K engagements

": I was a young portfolio manager in Sydney in [----] maybe [----]. I dont remember the exact date but I remember the energy in the room. At the time John Paulson was the hero of Wall Street. He had made one of the greatest trades in modern history betting against subprime mortgages before the financial crisis. When the system collapsed his funds made billions. For a moment he looked untouchable. That reputation filled a conference room in Sydney. High net worth investors bankers allocators. I was there because I advised clients invested in Paulson funds. Many were already down twenty to thirty"
X Link 2026-02-13T04:32Z 37K followers, 24.6K engagements

"BREAKING: Hapag-Lloyd & FIMI to acquire $ZIM for $3.5B+ 100% buyout ZIM to be delisted from NYSE Hapag-Lloyd takes global ops fleet & international routes FIMI acquires Israeli strategic assets (ships HQ national lines)"
X Link 2026-02-15T05:11Z [--] followers, 62.8K engagements

"CYBERSECURITY VALUE CHAIN Software is getting punished because AI is coming for large parts of the value chain. The real question for every software company is "does AI compete with you or work for you." In security AI does not replace the product since it expands the threat surface and creates more demand for the product. Remember that the bad guys also have LLMs too which is why the AI security stack matters: $ZS zero-trust access $CRWD endpoint protection $FTNT network firewalls at scale $RBRK data resilience & recovery $NET network security at the edge $OKTA identity & access management"
X Link 2026-02-14T14:54Z 348.7K followers, 90.8K engagements

"$INMD takeover interest South Koreas PE firm Centroid reportedly seeks a controlling stake in InMode (INMD). Centroid expected to compete with Steel Partners which offered to buy 51% at $18/share. Deal valuation estimated at $1.1B"
X Link 2026-02-11T09:15Z [--] followers, [---] engagements

"I read this as Paramount expects the HSR waiting period to expire on Feb [--] "Paramount complied on February [--] [----] with the DOJ's Second Request for information related to its all-cash tender offer to purchase shares of Warner Bros Discovery" $PSKY $WBD $NFLX"
X Link 2026-02-10T14:19Z [----] followers, [----] engagements

"Feb [--] update: was spot on on the timetable of mid Feb. $230 was the expectation as well. Might be in a holding pattern now with another [--] days on the clock added. Taking profits and waiting to re enter later"
X Link 2026-02-10T15:29Z [--] followers, [--] engagements

"Progress (maybe). UniFirst in Early Acquisition Discussions With Rival Cintas - Bloomberg @LianaBaker $UNF $CTAS https://www.bloomberg.com/news/articles/2026-02-10/uniform-makers-unifirst-cintas-renew-takeover-talks https://www.bloomberg.com/news/articles/2026-02-10/uniform-makers-unifirst-cintas-renew-takeover-talks"
X Link 2026-02-10T14:29Z [----] followers, [---] engagements

"Claude Code full [--] hour course via @juliangold $MSFT $META $GOOG $NVDA $AMD"
X Link 2026-02-09T12:30Z 138.6K followers, 125.4K engagements

"RT @eWhispers: #earnings for the week of February [--] [----] $HOOD $APP $COIN $ALAB $NBIS $SHOP $VRT $PINS $ANET $U https://www.earningswhispers.com/calendar https://www.earningswhispers.com/calendar"
X Link 2026-02-09T04:38Z [--] followers, [---] engagements

"#earnings for the week of February [--] [----] $HOOD $APP $COIN $ALAB $NBIS $SHOP $VRT $PINS $ANET $U $KO $RIVN $ON $CVS $FROG $CLF $TOST $SPOT $DDOG $DKNG $ALB $CSCO $LYFT $MLCO $HUM $AMAT $FISV $F $UPST $SPGI $EXPE $AMKR $KHC $OPEN $QS $PGY $MRNA $AZN $BN $BROS $APO $MNDY $ROKU $GILD $SVM $TMUS $TXG $HWM $HUBS $RACE https://www.earningswhispers.com/calendar https://www.earningswhispers.com/calendar"
X Link 2026-02-06T14:33Z 551.7K followers, 569.1K engagements

"What are your favorite [----] catalyst-driven ideas right now Ill start: $VSAT - F2 Satellite Deployment (May 26) / Potential Defense Business Spin-Off $PCG - SB [---] Wildfire Liability Study (April 26) $SATS - SpaceX IPO (June 26) $TDS - Special Dividend / Segment Level Disclosures (2Q26) $CODI - Asset Sale / Deleveraging (Summer 2026) $FCX - Grasberg Mine Restart (2Q26) https://twitter.com/i/web/status/2020171968775852392 https://twitter.com/i/web/status/2020171968775852392"
X Link 2026-02-07T16:25Z 11.3K followers, [----] engagements

"HERE ARE THE TOP [--] PERFORMERS OF [----] [--]. $SNDK +152% [--]. $BE +65% [--]. $WDC +64% [--]. $CRML +59% [--]. $ENPH +55% [--]. $TWST +55% [--]. $APLD +43% [--]. $ASTS +40% [--]. $NXT +39% [--]. $MU +38% [--]. $INTC +37% [--]. $NTLA +37% [--]. $LRCX +35% [--]. $RDW +32% [--]. $ASML +32%"
X Link 2026-02-07T15:39Z 348.7K followers, 140.3K engagements

"While there is an estimated $300 billion of private credit loans to software companies there is more than $500 billion of private equity capital invested in those same companies subordinated in the capital stack. The typical private credit loan to sponsor-backed software companies is 30-40% LTV. So in order to see material impairment in software private credit loans the below private equity firms would need to see $500 billion+ of equity capital vapourized. I doubt that these firms will sit idly and wait for their investments to be disrupted by AI. But even if they do it's doubtful that the"
X Link 2026-02-06T19:49Z 31.7K followers, 41.9K engagements

"$BILL - Bill Holdings surges on report Hellman & Friedman in talks to buy - Bloomberg https://seekingalpha.com/news/4548671-bill-holdings-surges-on-report-hellman-friedman-in-talks-to-buyshare_source=shared_newssource=tweet https://seekingalpha.com/news/4548671-bill-holdings-surges-on-report-hellman-friedman-in-talks-to-buyshare_source=shared_newssource=tweet"
X Link 2026-02-06T17:55Z [----] followers, [---] engagements

"Whats being wrongly dragged down by the broader market selloff in the event land $oplx $aes and $inmd look so"
X Link 2026-02-05T16:19Z [--] followers, [---] engagements

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