@jaysyoon Avatar @jaysyoon Jay Yoon

Jay Yoon posts on X about $vty, $lite, $iren, $pesi 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 finance 36.52% stocks 28.7% technology brands 11.3% cryptocurrencies 7.83% currencies 3.48% countries 1.74% social networks 1.74%

Social topic influence $vty 18.26%, $lite #37, $iren 7.83%, $pesi #1, ai 6.96%, $vtyl 6.96%, $nbis 6.09%, $crwv 6.09%, bullish #3386, investment 6.09%

Top accounts mentioned or mentioned by @hcapinvesting @semianalysis @arenamancapital @joinyellowbrick @realjimchanos @revnoproduction @aleabitoreddit @citrini7 @jacobianres @lnginvestor @justfactstruth @mvanbrunsc47513 @ericjackson @longriverhk @clmorrison7 @bonhoefferkds @rintrahcapital @ericschleien @vulpescap @bigjock36

Top assets mentioned Lumentum Holdings Inc. Common Stock (LITE) Iris Energy Limited (IREN) Nebius Group N.V. Class A Ordinary Shares (NBIS) CoreWeave, Inc (CRWV) Ethereum (ETH) Sandisk Corporation (SNDK) BITMINE IMMERSION TECH (BMNR) Coherent Inc (COHR) Cloudflare, Inc. (NET) ACM Research, Inc. Class A Common Stock (ACMR) Microsoft Corp. (MSFT) Applied Digital Corp. (APLD) Alphabet Inc Class A (GOOGL) Micron Technology, Inc. (MU) UnitedHealth Group (UNH) Golar LNG Ltd (GLNG) Elevance Health Inc (ELV) Cameco Corporation (CCJ) Cipher Mining Inc. Common Stock (CIFR) Superp (SUP) Intel Corporation (INTC) Arm Holdings plc (ARM) Bloom Energy Corporation (BE) NVIDIA Corp. (NVDA) Amazon.com, Inc. (AMZN)

Top Social Posts

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

"$MU's earnings guidance for next quarter was approximately double consensus. I fully expect $LITE's FY [----] numbers to blow away consensus by a similar degree"
X Link 2025-12-18T18:42Z [----] followers, [----] engagements

"Nice rebound in $PESI over the past few days. Based on this article seems there is a lot of opposition to shipping low activity waste across state lines which bodes well for PESI's chances of winning all or most of the additional grouting work at [---] West. https://www.tri-cityherald.com/news/local/hanford/article314091009.html https://www.tri-cityherald.com/news/local/hanford/article314091009.html"
X Link 2026-01-07T20:17Z [----] followers, [----] engagements

"The key quote from the $APLD earnings call as it relates to $BW - "The BW solution is a very unique solution.it provides a really good option for Applied Digital to expand its current campuses and future campuses faster than we would be able to otherwise." Sounds like there will be more projects beyond the initial 1.2GWs. https://twitter.com/i/web/status/2009326166063075505 https://twitter.com/i/web/status/2009326166063075505"
X Link 2026-01-08T18:07Z [----] followers, [----] engagements

"A reminder that Jim Chanos routinely lies about his "analysis" when it doesn't fit his narrative. Just a couple months ago he was sharing the attached IRR analysis for the $IREN deal which showed an unlevered 10% IRR. Now he is claiming the returns are MSD. Disclosure: Long $NBIS. No position in IREN or $CRWV https://twitter.com/i/web/status/2016953055540048337 https://twitter.com/i/web/status/2016953055540048337"
X Link 2026-01-29T19:14Z [----] followers, 25.6K engagements

"I think $LITE has a much stronger moat than $SNDK so I think the multiple should be a decent bit higher. It is extremely hard to manufacture high quality EML lasers & even harder to manufacture ultra high powered lasers for CPO ( $COHR is at least [--] years behind). Not sure what the right multiple is but 10x for sure seems way too conservative. https://twitter.com/i/web/status/2018491058255003985 https://twitter.com/i/web/status/2018491058255003985"
X Link 2026-02-03T01:05Z [----] followers, [---] engagements

"$185Bn of capex for $GOOG is very bullish for $LITE. Probably explains the AH pop in LITE shares"
X Link 2026-02-04T21:06Z [----] followers, [----] engagements

"That's a reason to own $LITE though. It is more of a pure play on AI growth & thus has more upside torque. Also LITE's revenue guide is for $165m QoQ growth while $COHR's guide is for $150m QoQ growth. So despite having a much smaller revenue base LITE's revenue is still increasing at a faster rate on a $ basis. https://twitter.com/i/web/status/2019265562434576676 https://twitter.com/i/web/status/2019265562434576676"
X Link 2026-02-05T04:23Z [----] followers, [---] engagements

"This guy has no idea what's coming. $LITE $lite is now a $35 billion company trading at [---] times net income. This company will have to double earnings for [--] years to catch up with itself. Youre out of your fucking mind to own this piece of shit. $lite is now a $35 billion company trading at [---] times net income. This company will have to double earnings for [--] years to catch up with itself. Youre out of your fucking mind to own this piece of shit"
X Link 2026-02-05T21:05Z [----] followers, 16.5K engagements

"Great print from $BE. Should likely see a sympathy rally in $BW tomorrow"
X Link 2026-02-05T21:24Z [----] followers, [----] engagements

"Lol @ $NVDA being down after that $AMZN capex guide. What are we doing right now"
X Link 2026-02-05T21:44Z [----] followers, 28.4K engagements

"If you want to make money in memory stocks just go long right after I post something negative about them. $SNDK $MU It is far too early to take any sort of victory lap on this but.One thing analysts like those from @SemiAnalysis_ are missing perhaps because they have more of a tech background than an investing background is that they don't seem to be taking into consideration terminal It is far too early to take any sort of victory lap on this but.One thing analysts like those from @SemiAnalysis_ are missing perhaps because they have more of a tech background than an investing background is"
X Link 2026-02-11T20:15Z [----] followers, [----] engagements

"$LITE is the new $SNDK"
X Link 2026-02-05T20:37Z [----] followers, 16.2K engagements

"FinTwit can be a pretty incredible source of alpha if you follow the right accounts. I bought $NET on Monday after several accounts I follow flagged Clawdbot / agentic AI on Sunday as a significant bullish tailwind.and we are now up by 30% so far this week"
X Link 2026-01-27T17:00Z [----] followers, [----] engagements

"$AXTI now down 35% and $VLN now down 30% since the @aleabitoreddit pump job. Is it criminal to bullshit the way this guy has been doing to pump his $AXTI and $VLN bags Is it criminal to bullshit the way this guy has been doing to pump his $AXTI and $VLN bags"
X Link 2026-01-27T17:43Z [----] followers, [----] engagements

"$ACMR Just in: Chinas YMTC Fast-Tracks Phase [--] Investment for Wuhan Fab [--] at Unprecedented Pace Originally Planned for Next-Year NAND Mass Production Now Targeting 2H This Year Ramp-Up (Reported by local Korean media) Just in: Chinas YMTC Fast-Tracks Phase [--] Investment for Wuhan Fab [--] at Unprecedented Pace Originally Planned for Next-Year NAND Mass Production Now Targeting 2H This Year Ramp-Up (Reported by local Korean media)"
X Link 2026-01-30T16:32Z [----] followers, [----] engagements

"Yup. $LITE Looks like Primetime for "Scale Up CPO" is Rubin Ultra (2027) Sooner than most people expected Looks like Primetime for "Scale Up CPO" is Rubin Ultra (2027) Sooner than most people expected"
X Link 2026-02-02T16:38Z [----] followers, [----] engagements

"Got around to this a little late but my thesis on $ACMR is nothing groundbreaking and has been extensively covered by @Citrini7 and others on this app - China is increasingly sourcing WFE from domestic suppliers and Chinese semi companies like YMTC are rapidly expanding production. Stock is up almost 35% since I originally took a position but the valuation is still pretty undemanding so I continue to be bullish. Based on recent developments starting to build a position in $ACMR. Will post my thoughts on the idea when I have some more time. Based on recent developments starting to build a"
X Link 2026-02-11T20:19Z [----] followers, [----] engagements

"I have seen some negative chatter on VIC about $HNRG potentially signing with a utility. The bearish take is that utilities will not sign a LT deal & that pricing won't be as attractive. I think both points are wrong. In regards to deal length mgmt stated on the earnings call that the deals being evaluated are 10+ yrs in length. In regards to pricing the capacity mkt has continued to tighten in Indiana & the Co has multiple offers on the table (competitive process). I would be very surprised if pricing is not at least inline with what they negotiated with their previous datacenter customer."
X Link 2025-08-12T15:03Z [----] followers, [----] engagements

"The bear thesis for IAAS providers like $CRWV $NBIS and $IREN is based on the claim that GPUs only have a useful life of [--] years. I believe this claim is frankly a load of BS. Why Firstly reported GPU failure rates in AI datacenters have been much lower than what is implied by a [--] year useful life. Secondly as recently discussed by CRWV mgmt GPUs in AI datacenters are used for inference for the majority of the contract term (Primarily training during the 1st [---] - [---] yrs of the contract & primarily inference for the remaining [---] - [---] yrs of the contract). Inference is far less taxing on a"
X Link 2025-10-01T15:19Z [----] followers, [----] engagements

"$PESI shares rallying over past few days most likely due to the imminent startup of the Hanford plant. I expect a PR from the DOE at some point over the next few days announcing the official start of vitrification which could catalyze a move in PESI shares past $13+. Hard to believe we were in the $8s just a few weeks ago from all that political theater. https://www.tricitiesbusinessnews.com/articles/hanford-site-begins-turning-toxic-waste-into-glass https://www.tricitiesbusinessnews.com/articles/hanford-site-begins-turning-toxic-waste-into-glass"
X Link 2025-10-15T15:01Z [----] followers, [----] engagements

"Great news for $PESI shareholders after decades of construction and testing the Hanford plant is now officially operational and vitrification of LAW has begun. The high margin revenue generated from this waste stream will be a game changer for PESI's financial performance. PR below: https://www.hanford.gov/c.cfm/media/attachments.cfm/DOE/The_Hanford_Site_Begins_Solidifying_Tank_Waste_in_Glass.pdf https://www.hanford.gov/c.cfm/media/attachments.cfm/DOE/The_Hanford_Site_Begins_Solidifying_Tank_Waste_in_Glass.pdf"
X Link 2025-10-15T17:09Z [----] followers, [----] engagements

".And it's gone. Spoke too soon lol $NET FinTwit can be a pretty incredible source of alpha if you follow the right accounts. I bought $NET on Monday after several accounts I follow flagged Clawdbot / agentic AI on Sunday as a significant bullish tailwind.and we are now up by 30% so far this week. FinTwit can be a pretty incredible source of alpha if you follow the right accounts. I bought $NET on Monday after several accounts I follow flagged Clawdbot / agentic AI on Sunday as a significant bullish tailwind.and we are now up by 30% so far this week"
X Link 2026-01-28T20:48Z [----] followers, [----] engagements

"Very quietly and steadily $PESI continues to grind higher. Now above $15. If PESI gets a significant amount of the 200W grouting work which I'm pretty confident they will then the stock could easily be $30+ over the next 12-18 months"
X Link 2026-01-29T20:54Z [----] followers, [----] engagements

"Based on recent developments starting to build a position in $ACMR. Will post my thoughts on the idea when I have some more time"
X Link 2026-01-30T15:37Z [----] followers, [----] engagements

"CPO adoption appears to be accelerating ahead of schedule and $LITE will be a huge beneficiary as they are the only company capable of providing the ultra high powered lasers CPO requires. Add OCS to the mix and I believe LITE could earn in excess of $50 of EPS within the next [--] years. LITE remains by far my largest position. As usual AYZ has dropped another brilliant piece. He starts by firmly disclaiming that its not financial advice but the moment I read it I couldnt help but go ahead and invest lol. https://t.co/VMwMshEdYu As usual AYZ has dropped another brilliant piece. He starts by"
X Link 2026-02-02T16:13Z [----] followers, 22.3K engagements

"BOOM $LITE https://investor.lumentum.com/financial-news-releases/news-details/2026/Lumentum-Announces-Second-Quarter-of-Fiscal-Year-2026-Financial-Results/default.aspx https://investor.lumentum.com/financial-news-releases/news-details/2026/Lumentum-Announces-Second-Quarter-of-Fiscal-Year-2026-Financial-Results/default.aspx"
X Link 2026-02-03T21:06Z [----] followers, [----] engagements

"The narrative: $LITE is trading at a bazillion times LTM earnings The reality: LITE is guiding to $2.25 EPS at the midpoint this quarter which is $9.00 of EPS annualized. Given the company's insane growth trajectory the company should exit calendar year [----] at an EPS run-rate of $15. The stock is much much cheaper than what bears would have you believe. Also as the company highlighted in its earnings release this insane growth factors in only a tiny amount of OCS and CPO revenue both of which are projected to really takeoff in [----]. We are still early."
X Link 2026-02-03T22:01Z [----] followers, 14.8K engagements

"$COHR guided to 9% QoQ revenue growth at the top-end of its range & EPS of $1.48 which is $5.92 of EPS annualized. $LITE guided to 25% QoQ revenue growth at the top-end of its range & EPS of $2.35 which is $9.40 of EPS annualized. Not sure why anyone would own COHR over LITE. I get the valuation argument but COHR does not trade at a large of enough discount to LITE to make up for its much slower growth trajectory. https://twitter.com/i/web/status/2019247949742575664 https://twitter.com/i/web/status/2019247949742575664"
X Link 2026-02-05T03:13Z [----] followers, [----] engagements

"$PESI back above $16"
X Link 2026-02-09T18:08Z [----] followers, [----] engagements

"As much as $LITE margins have already increased the margin expansion story is just beginning. Each of the following should provide significant boosts to margins over the coming quarters: 1) Recent pricing increases of 10% - 15% the majority of which have yet to flow through the P&L 2) Increasing 200G EML laser sales which carry 2x the ASP of 100G EML lasers 3) Initial sales of 200G differential EML lasers which carry even higher ASPs and margins than standard 200G EMLs 4) Increasing OCS & CPO sales which are expected to ramp-up significantly in the 2H of calendar [----] / 1H [----] Driven by the"
X Link 2026-02-09T18:18Z [----] followers, 23.4K engagements

"It is far too early to take any sort of victory lap on this but.One thing analysts like those from @SemiAnalysis_ are missing perhaps because they have more of a tech background than an investing background is that they don't seem to be taking into consideration terminal value when recommending companies like $SNDK and $MU at current valuations. The problem with investing at this rich valuation is that even if the memory shortage lasts until [----] it might not be enough to justify current valuations. Once supply catches up (which it inevitably will) margins compress quickly which means"
X Link 2026-02-10T18:19Z [----] followers, 23.1K engagements

"This guy was pounding the table about an AI bubble all over the media just a couple months and is now telling everyone that AI is coming for every sector. You can't make this up. 🤡🤡 🤡 Its literally day [--] of AI Losers are the new Asbestos. Were like [--] years from any of this shit bottoming. If youre buying for anything beyond an oversold bounce go and look at the asbestos charts from [--] years ago. Hardly any company older than [----] was immune Its literally day [--] of AI Losers are the new Asbestos. Were like [--] years from any of this shit bottoming. If youre buying for anything beyond an"
X Link 2026-02-12T21:47Z [----] followers, 26.1K engagements

"$BMNR. Reflexivity is a beautiful thing"
X Link 2025-08-11T19:05Z [----] followers, [----] engagements

"If $ETH price continues to go up $BMNR will continue to outperform. If not then yeah down we go. The point though is that when I bought my shares at around $34 NAV per share was around $19. Now I estimate it is around $34 which is equal to my cost basis. So even if ETH remains flat from here I do not lose money on my overall position. By end of week it is likely NAV per share will be close to $40 which is 20% higher than my cost basis. I still think we are early in this ETH run-up and I expect all-time highs for ETH by end of year"
X Link 2025-08-11T19:24Z [----] followers, [---] engagements

"Money and narrative. In terms of money - Huge increase in capital inflows into $ETH ETFs since passage of the Genius Act. ETH treasury companies buying $billions every week. In terms of narrative - More and more major financial institutions are launching / looking into stablecoins & tokenization. There is also increasing recognition on Wall Street and in the media that ETH will likely be the blockchain of choice for DeFi tokenization stablecoins. Even if the ETH bull case doesn't come to fruition over the long term in the short to medium term the narrative and capital flows alone should drive"
X Link 2025-08-11T19:48Z [----] followers, [--] engagements

"Given mgmt track record I am confident $HNRG will not buy a coal plant unless they can get it for a bargain. I think today's selloff is a good buying opportunity. Based on the call it sounds like it is a matter of when and not if a deal will get done which make downside limited. All of their discussions are for deals of 10+ years and I would be shocked if pricing is not attractive given how tight capacity mkts are in Indiana"
X Link 2025-08-12T14:28Z [----] followers, [---] engagements

"@JacobianRes I think $HNRG mgmt needs to provide more detail on their acquisition strategy to assuage investor anxiety. Hopefully they do that on a call once the Merom deal is signed up"
X Link 2025-08-12T17:52Z [----] followers, [---] engagements

"This move in $UNH in response to Berkshire taking a stake seems to be an overreaction. Firstly the investment is tiny & represents 20bps of Berkshire's market value. Secondly given the small size of the position the investment was likely led by Ted or Todd which could be perceived as a negative given their mediocre performance"
X Link 2025-08-15T03:09Z [----] followers, [----] engagements

"@LNG_Investor_ @justfactstruth That is my interpretation as well. This $GLNG 13D filing is a non-event imo"
X Link 2025-08-18T14:50Z [----] followers, [----] engagements

"$ELV Always good to see insiders adding. Elevance Health $ELV director added $374k worth of shares The CEO added $2.4 million few weeks ago https://t.co/7Z6AOxL5Vy Elevance Health $ELV director added $374k worth of shares The CEO added $2.4 million few weeks ago https://t.co/7Z6AOxL5Vy"
X Link 2025-08-21T21:06Z [----] followers, [----] engagements

"Seems like a rotation from $BTC to $ETH will be the trend for the foreseeable future. Makes sense given ETH has actual real world utility and provides a yield paid in ETH which is far more attractive to Wall Street than buying a non productive asset like BTC"
X Link 2025-08-24T16:48Z [----] followers, [----] engagements

"Updated thoughts on $BMNR - mNAV has compressed significantly over the past few days mostly likely driven in large part to overhang from second stage of PIPE unlock which took effect yesterday. I suspect that shares will be weak for a couple more days or so as PIPE investors continue to unwind their positions. This is the risk with these treasury vehicles - You are banking on people being willing to bid them to a decent amount above NAV enabling an increase in ETH per share over time. Right now it is not very accretive for BMNR to issue shares so the increase in ETH per share will be rather"
X Link 2025-08-28T16:10Z [----] followers, [---] engagements

"Worth a retweet given recent price action of $BMNR vs $SBET and other $ETH treasury sh*tcos Updated thoughts on $BMNR - mNAV has compressed significantly over the past few days mostly likely driven in large part to overhang from second stage of PIPE unlock which took effect yesterday. I suspect that shares will be weak for a couple more days or so as PIPE investors Updated thoughts on $BMNR - mNAV has compressed significantly over the past few days mostly likely driven in large part to overhang from second stage of PIPE unlock which took effect yesterday. I suspect that shares will be weak"
X Link 2025-09-04T01:52Z [----] followers, [----] engagements

"To the folks that keep saying $CCJ is too expensive while it continues to make new highs month after month and year after year let me give you a hint - 1) Read CCJ's annual reports for a breakdown of the absurd unit economics that Westinghouse will make for each AP1000 that is built and 2) Read up on the numerous AP1000s that are in the pipeline to be constructed around the globe over the next decade+. After doing that CCJ's current valuation just might start to make more sense to you"
X Link 2025-09-04T02:00Z [----] followers, [----] engagements

"Worldcoin $WLD seems like an obvious spec long here. Total free float for WLD is around $3Bn while $OCTO has a pro forma market cap exceeding $10Bn & just raised almost $300m today to purchase WLD. The Co will likely institute an ATM program to raise capital & purchase more WLD beyond its initial $300m raise. I'm long a tiny amount. Not investment advice"
X Link 2025-09-08T17:46Z [----] followers, [---] engagements

"Largely agree with your points on $GLNG but I will say that recouping $1Bn will be a lot more challenging than getting YPF to hand over $150m. Don't think it will come to that though because both parties seem to understand how important developing the Vaca Muerte is to the country"
X Link 2025-09-08T22:41Z [----] followers, [----] engagements

"Worth a retweet $CCJ A reminder that $CCJ's projections for Westinghouse are extremely conservative & only include the engineering & procurement revenue from new builds. As shown in the attached image engineering & procurement accounts for just 10% or so of the total revenue that Westinghouse would https://t.co/wLDCbGEfhV A reminder that $CCJ's projections for Westinghouse are extremely conservative & only include the engineering & procurement revenue from new builds. As shown in the attached image engineering & procurement accounts for just 10% or so of the total revenue that Westinghouse"
X Link 2025-09-10T15:58Z [----] followers, [---] engagements

"As I expected $BMNR's mNAV has rebounded this week and is now trading at above 1.2x. If $ETH price action remains strong I expect mNAV to rebound to 1.5x+ over the coming days / weeks. This is very encouraging as it will allow BMNR to continue increasing ETH / share and NAV / share through accretive issuances"
X Link 2025-09-12T15:18Z [----] followers, [---] engagements

"The past few weeks have confirmed that not only is the AI capex cycle going to continue for some time but it will significantly accelerate. If you don't have any power / datacenter exposure in your portfolio you are doing yourself a disservice. A basket of $CRWV $NBIS $IREN and $CIFR should work just fine"
X Link 2025-09-24T15:37Z [----] followers, [----] engagements

"Jim today's (bearish) JP Morgan report on $IREN lays out the math on GPU cloud revenue / MW assuming a pretty conservative $2.50 / hour rate. As you can see at this rate GPU revenue / MW amounts to around $10M while the total cost of the GPUs is around $20M which translates to a revenue yield on investment of 50%. I'm okay if you are skeptical that IREN can successfully make the pivot to AI Cloud (that is the real bear thesis) but it seems your arguments are based on lazy research that relies on incorrect assumptions around unit economics & overly bearish views on AI capex"
X Link 2025-09-26T18:47Z [----] followers, [---] engagements

"@MVanbrunsc47513 I think $NBIS is up because we are now able to back into the per hour pricing that $MSFT is paying (as you just did) and the pricing is attractive"
X Link 2025-10-02T14:44Z [----] followers, [---] engagements

"To add more supporting evidence in regards to this post - During the $NBIS Q1'25 earnings call NBIS mgmt stated that its GPU depreciation was conservative & that the useful life of GPUs would extend beyond [--] years as more workloads shift to inference. Despite all this evidence we have bears continuing to consist that GPUs will only last for 1-3 yrs. $IREN $CRWV NBIS Mgmt: "And worth to mention in addition we take a more conservative view on depreciation where we use a [--] year depreciation schedule while others use [--] years or [--] years. So when more workloads shift to inference this will come to"
X Link 2025-10-03T14:49Z [----] followers, [----] engagements

"It shocks me that this is the same dude who helped take down Enron. Just nonstop clown show takes on AI datacenters day after day. $IREN $CRWV $NBIS $CIFR @ericjackson What is the pre-tax ROIC on the 50MW Canadian data center(St. George) that will generate the $500M ARR on the [-----] GPUs Assume cost of the GPUs is $1.25B and buildout of the existing DC is $500M ($10M per MW). Use 5-yr life on the GPUs 3% power costs. $IREN @ericjackson What is the pre-tax ROIC on the 50MW Canadian data center(St. George) that will generate the $500M ARR on the [-----] GPUs Assume cost of the GPUs is $1.25B and"
X Link 2025-10-13T19:38Z [----] followers, [----] engagements

"Wasn't / am not trolling. I was just providing a rebuttal to his analysis. Jim was including colocation costs which lowers $IREN's margins by $1M / MW which is quite significant. Not sure why this would be considered inconsequential. Next he claimed that IREN is making less than its cost of capital. Another big claim that would be thesis breaking if true so I provided a rebuttal. Just trying to provide honest analysis"
X Link 2025-10-17T16:32Z [----] followers, [---] engagements

"Quick short selling lesson of the day. Perceived value stocks usually better shorts than high multiple stocks"
X Link 2016-11-09T23:20Z [----] followers, [--] engagements

"@ArenaManCapital @hcapinvesting 100x definitely a big stretch but if $VTY can buyback something like 50% of its shares over the next decade+ then a 20x return is feasible"
X Link 2024-07-29T16:46Z [----] followers, [---] engagements

"Can anyone explain the funky end-of-day trades that occur on the UK exchanges Like almost every day there is a random trade in $VTY at 4:35pm which moves the price up or down by a significant amount"
X Link 2024-07-31T17:43Z [----] followers, [----] engagements

"@longriver_hk It is important to note that the definition of 'Partnerships' varies across the homebuilders. $PSN's partnership sites are 100% affordable while $VTY focuses on multi-tenure (affordable/PRS/private) & 40% of VTY's land is donated by its partners incl HAs LAs & Homes England"
X Link 2024-08-12T14:36Z [----] followers, [---] engagements

"@ArenaManCapital @CLMorrison7 @hcapinvesting While it is true that many RPs are struggling due to balance sheet issues funding from for profit RPs is growing rapidly & so is funding from PRS providers. UK govt also likely to increase funding following Labour victory. 100x for $VTY is unlikely but a 10x is very possible"
X Link 2024-08-14T14:54Z [----] followers, [---] engagements

"@Bonhoeffer_KDS @hcapinvesting Agreed reliance on govt funding is a risk but funding from for profit RPs and PRS providers has been growing rapidly. This has enabled $VTY to increase deliveries by 10% this yr despite many RPs dramatically scaling back investment in new affordable homes"
X Link 2024-09-01T18:39Z [----] followers, [----] engagements

"$VTY #VTY with an extremely bullish half yr update. Co continues to execute & CEO Greg Fitzgerald stated a new med term tgt of 30k-40k homes/yr (vs current 23k tgt) provided Labour follows through w funding. If the Co can achieve this tgt stock is worth 65+ easily"
X Link 2024-09-05T16:18Z [----] followers, [----] engagements

"$VTY #VTY essentially flat after one of the most bullish earnings presentations I have seen. The difference between the UK markets and US markets is wild"
X Link 2024-09-07T18:07Z [----] followers, [----] engagements

"3) The UK housing market remains relatively weak forcing the Co to sell a higher proportion of presold units which I estimate impacted margins by an additional 0.5%"
X Link 2024-10-10T15:38Z [----] followers, [----] engagements

"4) While my concerns about the lack of decline in WIP & capital employed remain if you believe the cost overruns are a 1-time issue which I do then $VTY #VTY shares are trading at 10x earnings. So even if ROCE is only 20%-25% shares can still work & downside is limited"
X Link 2024-10-10T15:39Z [----] followers, [----] engagements

"I'm usually terrible at timing so I feel extra lucky that I made #uranium the largest holding in my portfolio just a couple weeks ago. Still very bullish on $VTY #VTY my former top holding but I think risk/reward in uranium is superior at this time. $URNM $URNJ"
X Link 2024-10-16T14:59Z [----] followers, [----] engagements

"@rintrahcapital @EricSchleien Cost overruns is just [--] issue. $VTY also reported a slowdown in partner demand & an increase in build cost inflation meaning [--] will be challenging. Mgmt also stated the buyback program is under review. The idea can still work but I'd rather wait for these issues to get sorted"
X Link 2024-11-10T17:29Z [----] followers, [---] engagements

"1) If I had to guess I think $VTY $VTY.L is probably not meeting their internal ROCE targets because in addition to cost overruns the company is also experiencing capital employed overruns. Hence the firing of the COO today & Greg offering to step down as CEO earlier"
X Link 2024-11-20T22:02Z [----] followers, [----] engagements

"2) If it was just one-time cost overruns caused by incompetent regional managers I don't think Greg (who has a big ego) would have offered to step down & I don't think the COO would have been fired $VTY $VTY.L"
X Link 2024-11-20T22:03Z [----] followers, [----] engagements

"3) The $VTY $VTY.L bull thesis which I bought into was that the transition to full partnerships would generate lower margins but much higher ROCEs. As of today the company is generating lower margins & lower / the same level of ROCE prior to the transition"
X Link 2024-11-20T22:05Z [----] followers, [----] engagements

"4) I think $VTY $VTY.L could be interesting again at some point.but I don't think that point is now. I think there will be more shoes to drop & I will need to see the company make real progress on increasing ROCE b/f buying back in. Good luck to all the remaining longs"
X Link 2024-11-20T22:06Z [----] followers, [----] engagements

"@Vulpescap As I mentioned previously Greg has a big ego. He's betting on himself being able to turn the ship around. It's possible that he will be able to do so. The point i'm trying to make is that the current situation at $VTY is likely worse than what the bulls in the name believe"
X Link 2024-11-21T18:21Z [----] followers, [---] engagements

"Another thing to keep an eye on for $VTY $VTY.L- Based on YTD interest avg net debt is sig higher than end of Q and end of Yr numbers indicate. If I recall correctly I calc'd 700m of avg net debt.but don't quote me on that. Sensible thing to do would be to halt buybacks"
X Link 2025-01-09T18:07Z [----] followers, [----] engagements

"@bigjock36 No until $VTY $VTY.L shows progress on WIP reduction & ROCE I will remain sidelined. Countryside had similar issues prior to acq by Vistry so it could be that operating a partnership biz at large scale is simply much too difficult even for the best mgmt teams. We shall see"
X Link 2025-01-13T16:44Z [----] followers, [---] engagements

"$CLMT another Fintwit fav is tanking today joining the likes of $VTY (I am a former Vistry bag holder) and $AMRK. Someone should do an analysis of the tickers most pitched / touted by fund managers on Twitter vs the S&P. My guess is the results would not be flattering"
X Link 2025-01-14T19:39Z [----] followers, [----] engagements

"@CuriousinFuture Yup perhaps a bit unfair to lump it in with the dumpster fire that is $VTY"
X Link 2025-01-14T20:33Z [----] followers, [---] engagements

"$NURS.V / $HYDTF holders - During the Nov webcast mgmt disclosed [---] licenses sold by Oct [----] yet in subsequent PRs incl recent PRs in Jan the Co disclosed only [---] licenses sold. Making matters worse licenses sold hasn't grown since Oct. How do u reconcile this"
X Link 2025-02-03T22:21Z [----] followers, [----] engagements

"Passing on $NURS.V / $HYDTF. Way too many red flags for me and based on their disclosures my spidey senses are telling me that they are way behind on their volume projections. Too small and risky to look at it as a potential short so just gonna move on. Good luck longs"
X Link 2025-02-04T04:23Z [----] followers, [----] engagements

"1) Took a small position in $KROS on Friday. I am not a biotech investor so this investment is based purely on high level prob weighting"
X Link 2025-02-08T22:49Z [----] followers, [----] engagements

"@hcapinvesting @joinyellowbrick Good luck. Downside prob low here but I'm happy to wait to see signs of improved ROCE bf jumping in. My biggest issue is that Countryside had trouble hitting ROCE targets & obv $VTY $VTY.L having same issues. Could be this biz model is hard to scale. Hope it works out"
X Link 2025-03-04T19:05Z [----] followers, [---] engagements

"More good news for $SUP. Chinese wheel manufacturers have setup wheel factories in Mexico over the past few yrs. A renegotiated USMCA would likely address / eliminate this backdoor 🚨Just in: Canada has agreed to start negotiations on a new trade deal with the U.S. https://t.co/Ecoir9sXyo 🚨Just in: Canada has agreed to start negotiations on a new trade deal with the U.S. https://t.co/Ecoir9sXyo"
X Link 2025-04-10T04:30Z [----] followers, [----] engagements

"If they can ever hit their 40% ROCE target & maintain it $VTY $VTY.L will give you absurd returns from here. The problem is to this point the Co has fallen well short of its ROCE targets & progress on capital release has been very disappointing. Whether that changes going forward is for you to figure out. https://twitter.com/i/web/status/1910191305327525969 https://twitter.com/i/web/status/1910191305327525969"
X Link 2025-04-10T04:41Z [----] followers, [---] engagements

"This news on $HNRG is a nothing burger imo and I expect the Co to announce a new exclusivity over the coming weeks. I believe this to be the case based on the following: 1) During its Q1 earnings call just last week mgmt stated that the counterparty is the one who requested an exclusivity extension. This obviously indicates the counterparty very much wants to get a deal done 2) The counterparty would have had to make a $2m payment to HNRG at the beginning of June under the current agreement. My guess is the counterparty knew it wasn't going to get to the finish line and decided to terminate"
X Link 2025-05-22T23:20Z [----] followers, [----] engagements

"My latest thoughts on $HNRG: 1) The longer time passes w/o a new exclusivity agreement the greater the chances the counterparty has walked. It appears my previous assessment might have been incorrect & HNRG may have moved onto other opportunities. The recent drawdown in the share price also seems to indicate this 2) That being said I am still just as bullish on HNRG over the LT as I was prior to the exclusivity being terminated. The fact remains that 1) numerous data centers are looking for power in Indiana & 2) the Co holds a large chunk of the last remaining capacity in the state. While the"
X Link 2025-06-26T17:36Z [----] followers, [----] engagements

"Where did I say $IREN did not have any operating / capital costs I ran the same numbers you just did but corrected for errors in your logic. The industry standard is now 5-6 year contracts (See recent $NBIS $MSFT deal & $CRWV mgmt comments during a recent presentation) so a GPU in year [--] under these contracts will earn a much higher ROIC"
X Link 2025-10-17T16:20Z [----] followers, [----] engagements

"$PESI $15 on deck"
X Link 2025-10-29T17:24Z [----] followers, [---] engagements

"@RealJimChanos Wow surprised to finally see some intellectually honest analysis from Jim. One thing though you forgot to deduct the 20% prepayment from years 3-5 so you added an extra $1.94Bn of revenue. Once this is deducted the returns are 10%"
X Link 2025-11-04T21:19Z [----] followers, [----] engagements

"Further reinforces why I own $BW and $HNRG"
X Link 2025-12-19T00:17Z [----] followers, [----] engagements

"Worth a repost in light of recent price action $ELV It is worth repeating - Why try to be a hero by buying $UNH or $CNC when $ELV is down almost as much and has far less warts / red flags It is worth repeating - Why try to be a hero by buying $UNH or $CNC when $ELV is down almost as much and has far less warts / red flags"
X Link 2026-01-08T16:18Z [----] followers, [----] engagements

"Lol spoke too soon. sigh guess I'll just have to buy more if $LITE keeps dipping. I survived the great optics bear market of [----] $LITE $COHR $CIEN I survived the great optics bear market of [----] $LITE $COHR $CIEN"
X Link 2026-01-12T15:48Z [----] followers, [----] engagements

"Translation: Even if I'm wrong I'm right. $INTC @jbulltard1 Youre missing the point: @jbulltard1 Youre missing the point:"
X Link 2026-01-13T22:17Z [----] followers, [----] engagements

"RIP $BW rally. It was a good run while it lasted. "On CNBC's Mad Money Lightning Round Jim Cramer said Babcock & Wilcox (NYSE:BW) is a great spec on the construction of power plants. Let's wait until it goes down a little bit and then pull the trigger. On the earnings front Babcock & Wilcox on Nov. [--] reported better-than-expected third-quarter EPS results. The company posted a quarterly loss of [--] cents per share versus market estimates of a loss of [--] cents per share." https://twitter.com/i/web/status/2011838835085185357 https://twitter.com/i/web/status/2011838835085185357"
X Link 2026-01-15T16:32Z [----] followers, [----] engagements

"Hope you all avoided buying the $AXTI and $VLN pump a couple weeks ago. Is it criminal to bullshit the way this guy has been doing to pump his $AXTI and $VLN bags Is it criminal to bullshit the way this guy has been doing to pump his $AXTI and $VLN bags"
X Link 2026-01-21T21:22Z [----] followers, [----] engagements

"Hilarious that all the sellside analysts started talking about the CPU shortage just a couple days ago. What do these guys do all day $INTC $ARM $AMD"
X Link 2026-01-21T21:27Z [----] followers, 22.7K engagements

"Seems like $INTC's supply constraints presents a big potential tailwind for $ARM right Or nah"
X Link 2026-01-23T01:11Z [----] followers, [----] engagements

"We are now up 100% since the December selloff $BW $BW has been selling off the past few days most likely due to $APLD's exposure to $CRWV. Given CRWV's CDS / debt issues and heavy exposure to OpenAI the mkt is most likely worried about the viability of APLD's deals with CRWV. This in turn has caused the mkt to question https://t.co/d66EvPAG2D $BW has been selling off the past few days most likely due to $APLD's exposure to $CRWV. Given CRWV's CDS / debt issues and heavy exposure to OpenAI the mkt is most likely worried about the viability of APLD's deals with CRWV. This in turn has caused the"
X Link 2026-01-23T20:35Z [----] followers, [----] engagements

"This is a pretty good overview. Clawdbot is less about immediate demand for Cloudflare's services but more about being another recent strong signal (along with Claude) that agentic AI adoption is going to takeoff soon. Agentic AI requires a low latency & secure platform for inference which is what $NET excels at. Stock is expensive for sure but the potential TAM expansion from agentic AI is massive. https://x.com/FundaBottom/status/2016139417941860428s=20 https://x.com/FundaBottom/status/2016139417941860428s=20"
X Link 2026-01-28T22:48Z [----] followers, [---] engagements

"1. This is your analysis not mine. [--]. Even if we assume your $8.8Bn capital investment is correct there is a $2Bn prepayment which should be netted out from $8.8Bn. [--]. IRR is a far more accurate measure of project returns than Year [--] ROIC. [--]. As you noted your analysis assumes a 5-year depreciation schedule. Stretch it out to [--] years and returns increase a decent amount. [--]. You're an idiot. $IREN $CRWV $NBIS https://twitter.com/i/web/status/2016956999368372441 https://twitter.com/i/web/status/2016956999368372441"
X Link 2026-01-29T19:29Z [----] followers, [----] engagements

"@Lazarus_Capital @RealJimChanos Jim posts an IRR analysis on the $IREN project a couple months ago. I repost his analysis & Jim says I'm an idiot because the analysis (his analysis) is flawed. "What" indeed"
X Link 2026-01-29T19:41Z [----] followers, [---] engagements

"Read the initial tweet again. Jim is calling me an idiot because the analysis HE LITERALLY PROVIDED shows $6.8Bn of capital invested instead of $8.8Bn. I never made any claims about what the $IREN project IRR should be. I just pointed out that Jim a couple months ago calculated that it was an 8% Year [--] ROIC and 10% unlevered IRR. Now he is claiming the returns are MSD. I guess I'm crazy for believing that 8% is not MSD and that a 10% unlevered IRR is a far better gauge of the project economics. So agree to disagree there. Also I actually sold my entire IREN position immediately following the"
X Link 2026-01-29T20:15Z [----] followers, [---] engagements

"@treasury_bill Calendar year [----] EPS I have modeled at $23 which means $430 for $LITE today is not that expensive"
X Link 2026-02-02T20:27Z [----] followers, [---] engagements

"@BozRiverGuides Crowding / expectations has nothing to do with it. The entire tech / ai sector is getting smoked while $LITE is down just 2%"
X Link 2026-02-04T18:51Z [----] followers, [---] engagements

"@OrbitHigher $LITE benefits disproportionately from $GOOG capex due to TPUs"
X Link 2026-02-04T21:10Z [----] followers, [---] engagements

"@RevnoProduction A purchase at $500 will likely do very well long term but obviously it can dip in the short term"
X Link 2026-02-05T21:29Z [----] followers, [---] engagements

"@RevnoProduction $LITE is pretty unique. There are other optics plays but among the larger optics companies LITE has the most torque to the AI buildout"
X Link 2026-02-05T21:34Z [----] followers, [---] engagements

"$CGI This is not normal"
X Link 2017-01-31T19:34Z [----] followers, [--] engagements

"$GME predictably fades after that ridiculous pump job by mgmt. In other news I have just formed a partnership with $MSFT by buying MS Office for my laptop"
X Link 2020-10-09T18:58Z [----] followers, [--] engagements

"@BitMoreLeverage Removing the springing provision is huge for $SUP. Means they can keep the pref in place past the maturity date and pay a 6% pref dividend on a $150m principal balance"
X Link 2024-08-15T13:14Z [----] followers, [---] engagements

"2) I guess a key lesson to be gained here is when a Co undergoing an asset light transition simultaneously shows increasing capital intensity and decreasing buyback activity that is a flashing red light to sell"
X Link 2024-12-24T13:21Z [----] followers, [----] engagements

"I think anyone freaking out about today's $HNRG news needs to take a step back here and look at the big picture: The company owns a [---] GW coal plant which can be converted to run 100% on natural gas at a cost of around $200m maybe less. Based on recent transactions an existing 1GW gas plant w/o an offtake agreement is worth at least $1Bn in today's market. By comparison at the current after hours price of $15.80 HNRG's market cap is around $665m. So even if a deal never happens there is a clear margin of safety here. Additionally the supply/demand imbalance of accredited capacity in MISO"
X Link 2025-05-23T02:38Z [----] followers, [----] engagements

"$PESI continues its slow but steady ascent. Share price now $12. I think we go to $15+ if the Hanford plant begins vitrification in August which is likely to happen based on the evidence"
X Link 2025-07-23T03:29Z [----] followers, [----] engagements

"Worth a repost. $BW CEO of $APLD is telling you that they are going to use $BW for multiple sites. Stock should be up a lot more. CEO of $APLD is telling you that they are going to use $BW for multiple sites. Stock should be up a lot more"
X Link 2025-11-07T20:56Z [----] followers, [----] engagements

"Anyone who thinks $CGI is a buyout target is dreaming. Almost everyone I have spoken to at publicly traded trucking cos knows this is a $0"
X Link 2017-04-10T15:56Z [----] followers, [--] engagements

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