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@kavieiira_ Avatar @kavieiira_ Brian Thompson

Brian Thompson posts on X about $bros, over the, momentum, dividend yield the most. They currently have XXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.

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Social category influence finance XXXX% stocks XXXX% countries XXXX% technology brands XXX% cryptocurrencies XXXX% agencies XXXX% automotive brands XXXX% exchanges XXXX% luxury brands XXXX% fashion brands XXXX%

Social topic influence $bros #38, over the 4.05%, momentum #2549, dividend yield 3.38%, debt 3.38%, oracle 2.7%, cuts 2.7%, investment 2.03%, acquisition 1.35%, targets XXXX%

Top assets mentioned Dutch Bros Inc. (BROS) Eli Lilly and Company (LLY) Velo (VELO) 4 (4) FS KKR Capital Corp. Common Stock (FSK) Bunge, Ltd. (BG) Merck & Co., Inc. (MRK) Starbucks Corporation (SBUX) UnitedHealth Group (UNH) Muhdo Hub (DNA) Main Street Capital Corporation (MAIN)

Top Social Posts #

Top posts by engagements in the last XX hours

"the Vivendi split has taken place but adding the trading prices of the spun-out vehicles Canal+ Louis Hachette Group and Havas to Vivendi gives a value of XXXX against XXXXX a year ago a diminution of about 420million (0.38 per Bollor share6)"
X Link @kavieiira_ 2025-10-07T09:45Z XXX followers, XX engagements

"Their next earnings report is expected on November X and Ill be looking forward to their insights into the industry potential hints for the years to come maybe some updated guidance or targets as well as their thoughts on the current global macro developments"
X Link @kavieiira_ 2025-10-14T15:50Z XXX followers, XX engagements

"That being said I view Black Rock as a strong alternative to Dutch Bros especially with its drive-thru-first mindset its vast potential for expansion of its brand in the United States and its current lack of a wholesale revenue stream and its healthy growth/margin profile. "Buy" here"
X Link @kavieiira_ 2025-10-15T06:06Z XXX followers, XX engagements

"and the company's clarity in providing OCI revenue target figures for the next five years helps to put solid justification behind the company's premium valuation multiples. Stay long here and use the next dip in Oracle as a buying opportunity"
X Link @kavieiira_ 2025-10-15T05:53Z XXX followers, X engagements

"the family holding company of the 22billion Dassault Aviation military jet Falcon jets and other related aviation services. In September"
X Link @kavieiira_ 2025-10-07T10:14Z XXX followers, XX engagements

"which means that this is where most of the losses are absorbed first. Although these investments may not produce the most consistent level of cash flows it provides CION with the opportunity to participate in the valuation growth of the underlying portfolio company"
X Link @kavieiira_ 2025-10-14T16:43Z XXX followers, XX engagements

"Leadership changes may also provide near-term friction and instability. Longtime Oracle CEO Safra Catz is taking a vice chair role on the board next to Larry Ellison and the company is promoting the presidents of the OCI and Oracle Industries divisions to be co-CEOs of Oracle"
X Link @kavieiira_ 2025-10-15T05:53Z XXX followers, XXX engagements

"However this was offset by $86M of repayments and $2M of sales resulting in a net funded activity of negative $49M for the quarter"
X Link @kavieiira_ 2025-10-14T16:50Z XXX followers, XX engagements

"🚀 $VELO just woke up +29% today and breaking out of a multi-month base After months of quiet accumulation this 3D-printing tech stock finally came alive with strong volume and momentum. Industrial plays are heating up again and VELOs setup looks textbook bullish. If $X holds Im eyeing $8.5$10 as the next target zone. ⚡ This could be the start of a bigger turnaround in advanced manufacturing. Smart moneys early dont wait for CNBC to tell you. 💪 #VELO #Stocks #NASDAQ #Momentum #3DPrinting #Manufacturing #Trading"
X Link @kavieiira_ 2025-10-14T17:16Z XXX followers, XXX engagements

"🔥 $COOT just went nuts up +173% today with a monster 185M volume After months chillin under $XXX this thing finally blew the roof off pure momentum breakout. 🚀 This aint your typical one-day pump feels like the start of a real comeback run. 💎 Keep your eyes glued on $COOT this ones got serious juice and room to run"
X Link @kavieiira_ 2025-10-16T14:11Z XXX followers, XX engagements

"As a result the market is increasingly pricing in the risk of base dividend cuts and net asset value ("NAV") per share declines for BDCs particularly since many of them were previously trading at premiums to NAVa sharp correction was needed"
X Link @kavieiira_ 2025-10-14T16:20Z XXX followers, XX engagements

"When you go through Chicago Atlantics financial statements you can find an all-inclusive list of the loans the rates of return and what is backing them"
X Link @kavieiira_ 2025-10-14T15:41Z XXX followers, XX engagements

"Again even if the company is focused on LATAM US rate cuts will play a very important role for PAX"
X Link @kavieiira_ 2025-10-14T15:51Z XXX followers, XX engagements

"The focus on drive through is in part why investors have valued Dutch Bros so richly and its a model that Starbucks is trying to implement in trying to retrofit many of the stores in its portfolio with drive-through lanes"
X Link @kavieiira_ 2025-10-15T05:58Z XXX followers, XX engagements

"But where Black Rock is distinguishing itself from peers is via same-store sales growth which as a reminder to investors measures the revenue growth from existing store locations without including the contribution from newly opened or newly closed stores"
X Link @kavieiira_ 2025-10-15T06:00Z XXX followers, XX engagements

"Lastly XXXX% of the portfolio is structured on a floating rate basis. This has helped CION capitalize on the higher interest rate environment over the last few years since a higher interest rate directly translates to a higher interest income that can be collected from borrowers"
X Link @kavieiira_ 2025-10-14T16:44Z XXX followers, XX engagements

"Looking through the portfolio youll notice a lot of Chicago Atlantics loans are pegged to prime lending rate (for example Loan #7 pays prime plus 6.5%). If the prime rate falls theyll make somewhat less of a return on these loans with certain caveats"
X Link @kavieiira_ 2025-10-14T15:44Z XXX followers, XX engagements

"this has a direct impact on Lagardre (flat over one year) being de-rated against the major cohort stock Avolta (AVOL.SW) which has appreciated XX% (CHF XXXXX to CHF43.06) despite both companies performing well in a beneficial travel retail environment"
X Link @kavieiira_ 2025-10-07T09:47Z XXX followers, XX engagements

"Today biotech and small-cap pharma sport relative strength to the S&P XXX and an attractive valuation. Whats more the SPDR S&P Pharmaceuticals ETF (NYSEARCA:XPH) is not far from a 52-week high"
X Link @kavieiira_ 2025-10-14T16:15Z XXX followers, XX engagements

"To get an idea of CION's risk profile I think it's important to observe the rate of non-accruals"
X Link @kavieiira_ 2025-10-14T16:46Z XXX followers, XX engagements

"Meanwhile Starbucks actually posted a X% decline in comparable sales in Q2 indicating that Black Rock is taking substantial market share. There is plenty of room here for Black Rock to capitalize on its brand expansion to fill in the white space available to it in the United States"
X Link @kavieiira_ 2025-10-15T06:03Z XXX followers, XX engagements

"As of the latest declared quarterly distribution of $XXXX per share the current dividend yield sits around 16.3%. Although this high yield may be enticing for investors seeking a higher level of income generation"
X Link @kavieiira_ 2025-10-14T16:50Z XXX followers, XX engagements

"I have a "Buy" rating on XPH. I like the price action both on a nominal and relative basis with this U.S. pharma ETF. The fund holds a handful of blue chips but is mainly invested in domestic small pharma companies"
X Link @kavieiira_ 2025-10-14T16:19Z XXX followers, XX engagements

"Looking at the performance over the last twelve months we can see that CION's share price has declined by more than 23%. CION has ultimately failed to recover from the initial market decline that took place following Liberation Day earlier this year"
X Link @kavieiira_ 2025-10-14T16:41Z XXX followers, XX engagements

"Business Development Companies continue to face a challenging interest rate environment which has deteriorated their portfolio quality and slowed earnings growth"
X Link @kavieiira_ 2025-10-14T16:41Z XXX followers, XX engagements

"As I had been warning about for quite some time business development companies ("BDCs")(BIZD) have sold off quite hard recently due to growing fears of an economic downturn"
X Link @kavieiira_ 2025-10-14T16:19Z XXX followers, XX engagements

"And thats an even more uncertain environment now with Trump talking about massive tariffs on China again refueling the markets fear of a trade war and more financial pressure on the country"
X Link @kavieiira_ 2025-10-14T16:11Z XXX followers, XX engagements

"Seperate Exors see-through share of Institut Mrieux holdings of bioMrieux remove Forvia (formerly Faurecia) to this category; allocate the Exor holding of Lingotto public equity funds to this area;"
X Link @kavieiira_ 2025-10-07T10:03Z XXX followers, XX engagements

"but as long as underwriting performance remains solidas it has thus farthose cuts should be minor and are already priced into the current yields"
X Link @kavieiira_ 2025-10-14T16:40Z XXX followers, XX engagements

"While a higher interest rate may be good for the floating rate loans the higher cost of debt also makes it more challenging for portfolio companies to provide a meaningful level of valuation growth"
X Link @kavieiira_ 2025-10-14T16:49Z XXX followers, XX engagements

"That said OBDCs near-term refinancing exposure presents more immediate interest rate headwinds than GBDCs which somewhat negates its advantage"
X Link @kavieiira_ 2025-10-14T16:38Z XXX followers, XX engagements

"Given PAXs business model and relatively low volatility as well as their decent dividend yield (which could be higher in the near future as they go for shareholder results instead) this could be an even more attractive market from a stock market point of view as well"
X Link @kavieiira_ 2025-10-14T15:53Z XXX followers, XX engagements

"For reference CION has traded at an average discount to NAV of XXXXX% over the last five year period. To better visualize the current discount in relation to CION's historical range over the last five years I added the red line to the graph below"
X Link @kavieiira_ 2025-10-14T16:48Z XXX followers, XX engagements

"At $XX WTI oil and $X NYMEX natural gas the natural gas production growth could result in it generating around $XXXX per unit in distributable cash flow in 2030 and $XXXX per unit in distributable cash flow in 2035"
X Link @kavieiira_ 2025-10-15T06:07Z XXX followers, XX engagements

"This positions Black Rock quite favorably against its closest pure-play peer Dutch Bros which achieved only XXX% systemwide same-store sales growth in Q2"
X Link @kavieiira_ 2025-10-15T06:01Z XXX followers, XX engagements

"According to the latest portfolio breakdown CION has an investment portfolio with a fair value of $1.76B that is spread across XX portfolio companies"
X Link @kavieiira_ 2025-10-14T16:42Z XXX followers, XX engagements

"Needless to say it's Oracle's cloud segment which consists of the company's cloud applications such as core ERP and finance systems like NetSuite plus the increasingly important Oracle Cloud Infrastructure (OCI) that is driving the growth acceleration here"
X Link @kavieiira_ 2025-10-15T05:49Z XXX followers, XX engagements

"On the last earnings call management confirmed that non-accruals remained relatively low at XXXX% of fair portfolio value"
X Link @kavieiira_ 2025-10-14T16:46Z XXX followers, XX engagements

"Ares Capital (ARCC): XXX% non-accrual rate at fair portfolio value. Crescent Capital (CCAP): XXX% non-accrual rate at fair portfolio value. Trinity Capital (TRIN): XXX% non-accrual rate at fair portfolio value. FS KKR Capital (FSK): X% non-accrual rate at fair portfolio value"
X Link @kavieiira_ 2025-10-14T16:47Z XXX followers, XX engagements

"As a result CION Investment Corp (NYSE:CION) now trades at a deep discount to NAV valuation. However this discount is more of a representation of the headwinds the sector is facing rather than an attractive opportunity to accumulate shares"
X Link @kavieiira_ 2025-10-14T16:41Z XXX followers, XX engagements

"Institute Mrieux where the value of the publicly listed bioMrieux is being supplemented by interesting moves in the food testing subsidiary;"
X Link @kavieiira_ 2025-10-07T10:05Z XXX followers, XX engagements

"Banking regulations make it onerous for individual banks to do the same thing so by and large they simply dont and that allows Chicago Atlantic to charge a higher than normal rate of return on these loans"
X Link @kavieiira_ 2025-10-14T15:41Z XXX followers, XX engagements

"This acts as a defensive measure for the portfolio and can protect against scenarios where a portfolio company is significantly underperforming. If a borrower defaults and needs to liquidate assets"
X Link @kavieiira_ 2025-10-14T16:43Z XXX followers, XX engagements

"recategorise Iveco to cash based on a likely two stage take-out of 5.75/share special dividend from the sale of defence and the subsequent takeover by Tata Motor at XXXXX per share yielding 1.45billion to Exor;"
X Link @kavieiira_ 2025-10-07T10:03Z XXX followers, XX engagements

"Oracle reported total revenue of "only" $XXXX billion (it didn't specifically disclose OCI revenue for all of FY25 but cloud infrastructure revenue in Q4 was $X billion so we can surmise it's a smaller chunk of the $XX billion)"
X Link @kavieiira_ 2025-10-15T05:52Z XXX followers, XX engagements

"Mrieux NutriSciences closed the acquisition of the worldwide food testing business of Bureau Veritas for an enterprise value of 360million (revenues of 133million) and now claims to have a food testing business with global revenues of 1billion across XXX laboratories"
X Link @kavieiira_ 2025-10-07T10:14Z XXX followers, XX engagements

"XPH is a small ETF with just $XXX million in assets under management as of Oct. XX 2025. Its annual expense ratio is relatively low at XX basis points while the trailing 12-month dividend yield is below that of the S&P XXX at 1.07%"
X Link @kavieiira_ 2025-10-14T16:16Z XXX followers, XX engagements

"🚀 $BG just broke out strong up +11% today with solid momentum Clean chart heavy volume and fundamentals lining up perfectly. This move looks like the start of a bigger leg up not a one-day pop. 💥 Eyes on $BG a push toward $100+ could come faster than most expect"
X Link @kavieiira_ 2025-10-16T14:13Z XXX followers, XX engagements

"Id call out that XX% of the fund is invested in large-cap value which can be attributed to its weighting in the likes of Eli Lilly (LLY) Johnson & Johnson (JNJ) and Merck (MRK)"
X Link @kavieiira_ 2025-10-14T16:17Z XXX followers, XX engagements

"This is a clear indicator of what the market thinks about the current environment with new tariffs trade war worry rate cuts significant political uncertainty US debt worries government shutdowns and the potential for a weaker dollar on top of the risk of a hard landing or recession in case things go south"
X Link @kavieiira_ 2025-10-14T16:11Z XXX followers, XX engagements

"Importantly as well the company laid out the following revenue targets for the OCI segment over the next few years: $XX billion in FY26 $XX billion in FY27 (+78% y/y) $XX billion in FY28 (+128% y/y) $XXX billion in FY29 (+56% y/y) $XXX billion in FY30 (+26% y/y)"
X Link @kavieiira_ 2025-10-15T05:51Z XXX followers, XX engagements

"In terms of valuation OBDC trades at a XXXX% discount to NAV as of this writing while GBDC trades at an XXXX% discount. OBDC offers a XXXX% dividend yield based on its base payout compared to GBDCs XXXX% yield"
X Link @kavieiira_ 2025-10-14T16:39Z XXX followers, XX engagements

"Currently the coffee industry is split between expensive growth stocks like Dutch Bros (BROS) and the legacy declining companies like Starbucks (SBUX) that are losing market share. All are grappling with higher costs"
X Link @kavieiira_ 2025-10-15T05:55Z XXX followers, XX engagements

"In reviewing their debt maturity profiles OBDC recently refinanced fixed-rate debt at an interest rate of about XXX basis points higher meaning that OBDC now faces higher borrowing costs"
X Link @kavieiira_ 2025-10-14T16:23Z XXX followers, XX engagements

"🔥 $NUAI is going parabolic up +41% today with 46M volume After regaining Nasdaq compliance this low-float energydigital hybrid is catching massive attention. Momentum traders are flooding in this looks like the early phase of a major breakout. If $X holds as new support the next leg toward $5+ could come fast. ⚡ Smart moneys here. Dont fade this energy wave. 💪 #Stocks #Trading #Momentum #NASDAQ #NUAI #Energy"
X Link @kavieiira_ 2025-10-14T17:05Z XXX followers, XXX engagements

"Ill include what they said during the Q2 Earnings Report Q&A once again as it gives good insight into the US and general market: We also see a slight shift as I tried to describe and mentioned during my part of the earnings call of investors looking into LatAm as a place to allocate capital versus the U.S"
X Link @kavieiira_ 2025-10-14T15:52Z XXX followers, XX engagements

"All of this together and of course we are the go-to alternative asset manager in the region is benefiting us in the fundraising"
X Link @kavieiira_ 2025-10-14T15:52Z XXX followers, XX engagements

"Instead of looking at another high leverage residential mREIT today I want to have a look a commercial and industrial mREIT Chicago Atlantic Real Estate Finance (NASDAQ:REFI)"
X Link @kavieiira_ 2025-10-14T15:40Z XXX followers, XX engagements

"Even when including all distributions that were paid out to shareholders the total return still sits at a loss of XXXXX% over the same time frame. Following the decline CION now offers investors a high starting dividend yield of 16.3%"
X Link @kavieiira_ 2025-10-14T16:42Z XXX followers, XX engagements

"Healthcare was among the worst-performing sectors through much of the summer. Losses were primarily driven by drops in shares of Eli Lilly (LLY) and UnitedHealth Group (UNH). The tide began to turn as Q3 pressed onthe biotech niche actually led the comeback"
X Link @kavieiira_ 2025-10-14T16:14Z XXX followers, XX engagements

"In terms of balance sheet strength GBDC also has the edge holding a Baa2 credit rating from Moodys making it one of the strongest balance sheets in the BDC space. OBDC also maintains an investment-grade balance sheet though with a slightly lower rating"
X Link @kavieiira_ 2025-10-14T16:23Z XXX followers, XX engagements

"There are signs however that Asian watch markets may be basing out and in a fashion that suggests Swatch must place greater emphasis on their highest price models in the Blancpain Brequet and niche brands"
X Link @kavieiira_ 2025-10-07T10:39Z XXX followers, XX engagements

"Oracle's overall revenue grew XX% y/y to $XXXXX billion which accelerated X points versus just X% y/y growth in Q4. The company's growth trends meanwhile are shown in the chart below:"
X Link @kavieiira_ 2025-10-15T05:49Z XXX followers, XX engagements

"🔥 $DNA just blasted past $XX with serious momentum building That clean W-reversal is flashing strength and the breakout looks legit. 🚀 A push above $XX could open the door to $20+ fast. 📈 Biotechs heating up and $DNA might be one of the top runners this month"
X Link @kavieiira_ 2025-10-16T14:15Z XXX followers, XX engagements

"However this can also increase the risk profile for a BDC because the higher borrowing costs can put pressure on portfolio companies and lead to losses as the operating margin between the cost of debt and the yield shrinks"
X Link @kavieiira_ 2025-10-14T16:44Z XXX followers, XX engagements

"It's true that Black Rock Coffee Bar trades at a premium to its pure-play peers specifically XX% richer versus Dutch Bros. At the same time however as cited in the previous section Black Rock Coffee Bar's same-store sales growth is nearly double that of Dutch Bros'"
X Link @kavieiira_ 2025-10-15T06:05Z XXX followers, XX engagements

"Both businesses continue to post strong underwriting performance with GBDCs non-accruals sitting at a very modest XXX% of portfolio fair value and OBDCs at a nearly identical 0.7%"
X Link @kavieiira_ 2025-10-14T16:22Z XXX followers, XX engagements

"In todays article I am going to discuss two such opportunitiesGolub Capital BDC (NASDAQ:GBDC) and Blue Owl Capital Corporation (NYSE:OBDC)both of which trade at compelling discounts to NAV despite continuing to demonstrate strong underlying fundamental performance"
X Link @kavieiira_ 2025-10-14T16:21Z XXX followers, XX engagements

"Meanwhile GBDC also faces a potential headwind as it has a meaningful note maturing in August 2026 that currently carries a XXX% interest rate"
X Link @kavieiira_ 2025-10-14T16:37Z XXX followers, XX engagements

"he company focuses on operating small-format coffee shops (it began with just a 160-square foot stand in its home market of Oregon which coincidentally is also where Dutch Bros originates)"
X Link @kavieiira_ 2025-10-15T05:56Z XXX followers, XX engagements

"Next we put a spotlight on the companys expansion opportunities. Relative to even its very fragmented industry Black Rock is quite small as its XXX stores are less than a fifth of the XXX systemwide stores that Dutch Bros currently operates (and 40k globally for Starbucks)"
X Link @kavieiira_ 2025-10-15T05:58Z XXX followers, XX engagements

"These are borrowers that cannot keep up with their required debt maintenance and aren't actively contributing towards CION's earnings. Due to the higher interest rate environment we've seen non-accruals rise across the BDC sector"
X Link @kavieiira_ 2025-10-14T16:46Z XXX followers, XX engagements

"The $XXX billion in revenue in FY30 is only OCI; the company will have additional contribution from its traditional SaaS portfolio as well"
X Link @kavieiira_ 2025-10-15T05:52Z XXX followers, XX engagements

"This correction has been especially pronounced recently in names that were overvalued relative to NAV such as Main Street Capital (MAIN) Ares Capital Corporation (ARCC) and Blackstone Secured Lending (BXSL)"
X Link @kavieiira_ 2025-10-14T16:20Z XXX followers, XX engagements

"Mortgage REITs are a controversial topic for many. They tend to offer better returns than standard REITs but sometimes do so with high leverage which makes interpreting the strength of their portfolio rather difficult"
X Link @kavieiira_ 2025-10-14T15:40Z XXX followers, XX engagements

"Swatch Group is the worlds second largest watch manufacturer by revenue only behind the privately owned Rolex. It owns sixteen separate watch brands ranging from the highest end Breguet Blancpain Harry Winston and Glashtte Original through the largest three brands Omega"
X Link @kavieiira_ 2025-10-07T10:31Z XXX followers, XX engagements