@origoinvest Avatar @origoinvest Origo

FinHubIQ discussions are centered around various investment opportunities and company analyses, with a notable focus on Safran, a commercial aircraft engine manufacturer with a near-monopoly in the narrowbody market. Investors are highlighting the company's potential for long-term growth and predictable cash flows. Additionally, there are mentions of other companies, such as Sapporo Holdings and Pinduoduo, with discussions around their valuation, growth prospects, and market trends.

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Social Influence

Social category influence stocks 41.91% finance 38.24% technology brands 25% cryptocurrencies 23.53% currencies 5.15% exchanges 4.41% countries 3.68% automotive brands 3.68% travel destinations 2.21% celebrities 2.21%

Social topic influence $sats #32, sats #179, spacex #1471, ipo #377, $nodol #2, xai 6.62%, if you 5.15%, market 5.15%, $safpa #72, stake #699

Top accounts mentioned or mentioned by @acapitallp @danielsloeb1 @realroseceline @elonmusk @illiquidinsight @bdeveran @oleemunch @endlessfeedback @formerlypeter @levelsio @tesla @stjdjordje @lurker8679 @hypeconomist @marketcomacc @peoperator @klarnaseb @starlinkreports @brad_patnaude @billythekid_59

Top assets mentioned SATS (Ordinals) (SATS) Klarna Group plc (KLAR) TORM plc Class A Common Stock (TRMD) General Electric Company (GE) Scorpio Tankers Inc. (STNG) Howmet Aerospace Inc (HWM) Exxon Mobil (XOM) Sociedad Quimica y Minera de Chile SA (SQM) Frontline Ltd. (FRO) Sumitomo Mitsui Financial Group, Inc (SMFG) Heroes of NFT (HON) Silicon Laboratories Inc (SLAB) Tesla, Inc. (TSLA) Mario Coin (COIN) PayPal Holdings Inc (PYPL) Uber Technologies, Inc. (UBER)

Top Social Posts

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

"What is a Super Company according to Chris Hohn Not only has $SAF.PA delivered a 20% IRR to TCI over [--] years () They recently INCREASED their stake by 22% So what makes Safran such a great compounder And why is one of the GOATS now doubling down Let's dive in (HINT: cashflows are now de-risked for another [--] years) https://twitter.com/i/web/status/1960351292842557723 https://twitter.com/i/web/status/1960351292842557723"
X Link 2025-08-26T14:39Z [----] followers, 24.5K engagements

"Many of these characteristics are also present in $GE and $SAF.PA (aircraft engines) which are closer to monopolies and with better growth tailwinds Also two of Chris Hohn's top investments at TCI Some more on $SAF.PA here https://x.com/origoinvest/status/1960351292842557723 What is a Super Company according to Chris Hohn Not only has $SAF.PA delivered a 20% IRR to TCI over [--] years () They recently INCREASED their stake by 22% So what makes Safran such a great compounder And why is one of the GOATS now doubling down Let's dive in https://t.co/qa4U4Mstwp"
X Link 2025-09-25T08:26Z [----] followers, [---] engagements

"This is positive for $SAF.PA rollout of their LEAP engine model Safran is now + 43% YTD"
X Link 2025-10-06T04:25Z [----] followers, [---] engagements

"@realroseceline + long holding periods $GE and $SAF.PA are also essentially the same thesis (latter is non-US but a large holding) https://x.com/origoinvest/status/1960351292842557723s=20 What is a Super Company according to Chris Hohn Not only has $SAF.PA delivered a 20% IRR to TCI over [--] years () They recently INCREASED their stake by 22% So what makes Safran such a great compounder And why is one of the GOATS now doubling down Let's dive in https://t.co/qa4U4Mstwp https://x.com/origoinvest/status/1960351292842557723s=20 What is a Super Company according to Chris Hohn Not only has $SAF.PA"
X Link 2025-11-14T17:37Z [----] followers, [----] engagements

"$SAF.PA just keeps doing its thing Unassailable commercial jet business and defence supercycle What is a Super Company according to Chris Hohn Not only has $SAF.PA delivered a 20% IRR to TCI over [--] years () They recently INCREASED their stake by 22% So what makes Safran such a great compounder And why is one of the GOATS now doubling down Let's dive in https://t.co/qa4U4Mstwp What is a Super Company according to Chris Hohn Not only has $SAF.PA delivered a 20% IRR to TCI over [--] years () They recently INCREASED their stake by 22% So what makes Safran such a great compounder And why is one of"
X Link 2026-01-08T13:05Z [----] followers, [---] engagements

"$PYPL market cap is now $50B from a peak of over $270B and is trading at 10x FCF I'm not here to catch a falling knife on the equity but I do have an alternative trade set-up to propose I can almost guarantee that at these metrics $PYPL is firmly in buyout radar territory and the probability only increases as the shares head lower At $40B this would be 8x FCF and a very manageable equity ticket of $15B for a consortium Now $PYPL happens to have long dated bonds (3.25% 2050s) trading a 68c (5.7% YTM) with a CoC put @ [---] In other words these bonds offer the following return profile over the"
X Link 2026-02-02T09:28Z [----] followers, 19.9K engagements

"@ACapitalLP [---] is a bit off this table but effectively $300B on my base case NAV ex-SpaceX"
X Link 2026-02-05T13:32Z [----] followers, [---] engagements

"Buying banks is never particularly exciting but the trend was obvious with Japanese banks (+37% YTD) $8411.T Japanese banks actually look very interesting here in a sustained higher rate environment Not affected by the blood bath at the long-end of the curve as they predominantly hold short duration assets (WA [--] years) They have perennially traded steep P/B discounts and expect the https://t.co/eAxI20ZHqq Japanese banks actually look very interesting here in a sustained higher rate environment Not affected by the blood bath at the long-end of the curve as they predominantly hold short"
X Link 2026-02-11T00:29Z [----] followers, [---] engagements

"@Blinklebloop @zephyr_z9 If you like SK Hynix you will love Sk Square which allows you to buy Sk Hynix at a see-through 3x earnings https://x.com/origoinvest/status/2021145957979787349s=46 Took a closer look at this one and ran some numbers on @DanielSLoeb1 margin loan repurchase program suggestion to illustrate the magnifying effect of compounding gains across [--] layers of discount: 1) SK Hynix: memory cycle re-rate 2) SK Hynix: Korea discount 3) SK Square: HoldCo https://t.co/oJJ4vLDABn https://x.com/origoinvest/status/2021145957979787349s=46 Took a closer look at this one and ran some"
X Link 2026-02-11T14:12Z [----] followers, [----] engagements

"SoftBank is trading at its highest premium to NAV since [----] I often recommend juniors looking to break into the industry to familiarise themselves with the structure as it is a large liquid playground with long/short opps up and down the cap stack - equity long duration multi ccy bond curve CDS etc. with lots of moving parts in the SOTP build-up and the unpredictability of the Masa discount (or premium). It is also a good barometer of sentiment and can often be utilised to express a directional view on pre-IPO names (eg Open AI today). Thinking of doing a deep dive breaking all this down let"
X Link 2026-02-13T02:10Z [----] followers, [---] engagements

"$KLAR IPO - $15bn valuation (20x oversub) - 5x Rev / -ve earnings - Classic origination volume pump ahead of IPO - Declining origination standards - Weakening labour market Will run-up first cause that's the market we're in But don't let insiders dump on you (Mar-26 unlock)"
X Link 2025-09-10T05:22Z [----] followers, 19.9K engagements

"This is Exxon Mobil $XOM vs. $XOP (Broad E&P ETF) +37% on the year vs. + 9% When I started out my career I was very much a small-cap alpha hunter Experience has taught me that scale done correctly is just better $XOM has the best diversification (geographically and upstream / downstream) best access to capital markets ability to earn the best ROE on every incremental dollar whether through accretive M&A or development and also the best ability to survive and come out stronger from any downturn or sideways oil price action If you are trying to express a specific sector view its best to not"
X Link 2026-02-07T03:47Z [----] followers, [----] engagements

"$SATS is both a value and a momentum stock"
X Link 2026-02-08T10:26Z [----] followers, [----] engagements

"@DanielSLoeb1 makes a strong case for SK Square currently trading at a 47% discount to a NAV where its primary asset is SK Hynix [--] ways of winning here beyond your typical NAV discount story: 1) DDRAM supercycle 2) Explicit NAV discount reduction targets 3) Compound gains through margin driven buybacks Haven't been involved but this looks very compelling $402340.KS $000660.KS https://twitter.com/i/web/status/2020458876706177139 https://twitter.com/i/web/status/2020458876706177139"
X Link 2026-02-08T11:25Z [----] followers, [----] engagements

"subprime peer-to-peer lending in kind of luxury goods has a nice ring to it 30U30 btw "We're talking about fashion on demand." By Rotation CEO Eshita Kabra discusses luxury lending with @flacqua and how partnering with Uber will unlock a quicker peer-to-peer experience https://t.co/jE5My2g6YL https://t.co/n4kRe9tsNz "We're talking about fashion on demand." By Rotation CEO Eshita Kabra discusses luxury lending with @flacqua and how partnering with Uber will unlock a quicker peer-to-peer experience https://t.co/jE5My2g6YL https://t.co/n4kRe9tsNz"
X Link 2026-02-12T15:16Z [----] followers, [---] engagements

"@junkbondinvest CLOs need to grow some balls Send in Claude https://x.com/origoinvest/status/2021758028467646571s=20 @MaldenDriveCap Claude - call up all the desks trading this name Now highlight all the issues their analysts have missed - massive off balance liabilities trapped cash funding gap from stretched working capital unwind unrestricted baskets After the paper tanks another [--] points pick them https://x.com/origoinvest/status/2021758028467646571s=20 @MaldenDriveCap Claude - call up all the desks trading this name Now highlight all the issues their analysts have missed - massive off"
X Link 2026-02-13T00:51Z [----] followers, [---] engagements

"Please give us a follow for more write-ups like this"
X Link 2025-08-26T14:41Z [----] followers, [---] engagements

"Diageo $DGE.L on Gen Z alcohol consumption patterns "Gen Z are expressing that they prefer to moderate.that being said the actual behaviour is more what we would call.Zebra striping" Huh come again"
X Link 2025-09-02T10:26Z [----] followers, [----] engagements

"Barry Callebaut $BARN.SW is an interesting short-squeeze set-up $7B mkt. cap / 25% short interest / 50x days to cover There is also SI on the US OTC which is extremely thinly traded BC is a Swiss Company and the world's largest chocolate wholesaler - everything that could've gone wrong over the past few years went wrong - Cocoa prices surged 4x long-term averages to $13k / ton last year following poor harvests and weather events - Margin called on hedging contracts - Despite pass-through contracts volumes got hit - Suffered a salmonella outbreak at its largest factory Cocoa prices have now"
X Link 2025-10-03T12:27Z [----] followers, [----] engagements

"If you are interested in capturing the tailwind from nuclear restarts in Japan I highly recommend taking a close look at Kansai Electric (Kepco) $9503.T Largest nuclear footprint + uniquely positioned to dictate terms in the Kansai area datacenter buildout through the supply chain (including via their JV with CyrusOne) $14bn of non-core assets on balance sheet (real estate and cross holdings) or 70% of current market cap I've generally skewed towards well positioned utilities as a defensive way of playing the AI buildout and this one ticks a lot of boxes on a R/R basis"
X Link 2025-12-24T13:46Z [----] followers, [---] engagements

"@BostonDynamics just announced the release of its Atlas humanoid Robot In a robotics sector with limited publicly available opportunities this is one where investors can get in through the backdoor on a pre-IPO basis through Hyundai MotorCo (HMC) 005380.KS HMC ($49B market cap) indirectly owns 34% of Boston Dynamics and trades at a very reasonable forward P/E of 7x (non-adjusted) This is not my favourite way to play it however In typical Korean fashion the original acquisition structure is convoluted involving member companies and circular shareholdings Hyundai Glovis 086280.KS ($11bn market"
X Link 2026-01-07T06:12Z [----] followers, [----] engagements

"Japanese nuclear is coming back online fast strongly benefiting Kansai Electric $KAEPY (dominant player domestically) and $URA as the scramble for securing long-term uranium supply agreements continues"
X Link 2026-01-07T08:02Z [----] followers, [---] engagements

"$BYDDF $BYDDY There has been a raft of positive news for BYD including the recent Canada/EU deals yet share price reaction remains somewhat muted I've been cautious given the price wars domestically bit this is one to watch"
X Link 2026-01-19T13:06Z [----] followers, [---] engagements

"Cocoa prices down sharply over the past week starting to look interesting for Barry Callebaut $BARN.SW Barry Callebaut $BARN.SW is an interesting short-squeeze set-up $7B mkt. cap / 25% short interest / 50x days to cover There is also SI on the US OTC which is extremely thinly traded BC is a Swiss Company and the world's largest chocolate wholesaler - everything that could've https://t.co/7kKU4qQkXe Barry Callebaut $BARN.SW is an interesting short-squeeze set-up $7B mkt. cap / 25% short interest / 50x days to cover There is also SI on the US OTC which is extremely thinly traded BC is a Swiss"
X Link 2026-01-21T00:15Z [----] followers, [---] engagements

"$KLAR Update And the Mar-26 unlock has not even happened yet"
X Link 2026-01-21T02:49Z [----] followers, [---] engagements

"Thanks for this it is true that we seem to be seeing somewhat of a pick up in corporate actions from a few of these HK family owned structures trading a perenialy steep discounts to NAV (eg Jardine take-private of Mandarin Oriental non-core RE sales etc) although there is plenty plenty more to be done. Hong Kong Land / Peninsula hotels is a fun one I took a look at recently. https://twitter.com/i/web/status/2013952381923582343 https://twitter.com/i/web/status/2013952381923582343"
X Link 2026-01-21T12:30Z [----] followers, [---] engagements

"This is Salar de Acatama in Chile and a cornerstone of the lithium industry Chile is home to a third of global reserves and most importantly benefits from the lowest AISC (3-5k $/T LCE) driven by its highly efficient brine evaporation extraction methods Sociedad Quimica y Minera de Chile $SQM is the largest operator in Salar de Acatama and holds leases for 75% of the area $SQM mining rights stem from a long-term lease with CORFCO which was originally set to expire in [----] Past 2-3 years there has been significant overhang on the name as a result with the State looking to increase its"
X Link 2026-01-23T07:46Z [----] followers, [---] engagements

"$0001.HK (CKH) Looks like they have found a workaround with Beijing on the Ports sale by increasing Cosco's stakes in the strategically more important ports while allowing ATI to have more control elsewhere CK is already up +18% YTD but still trading at a significant discount to NAV Interesting things happening at CK Hutchison $1.HK $CKHUY. The company is a holdco that trades at 50% discount to NAV but is said to be discussing sales and spinoffs at valuations that are much higher than the market pencils in. There are moves in different fronts which could Interesting things happening at CK"
X Link 2026-01-23T08:15Z [----] followers, [---] engagements

"Japanese banks actually look very interesting here in a sustained higher rate environment Not affected by the blood bath at the long-end of the curve as they predominantly hold short duration assets (WA [--] years) They have perennially traded steep P/B discounts and expect the sector to re-rate materially as they rollover holdings at 12-15% ROE $SMFG $MUFG https://twitter.com/i/web/status/2014661315223290045 https://twitter.com/i/web/status/2014661315223290045"
X Link 2026-01-23T11:27Z [----] followers, [----] engagements

"2/ To further illustrate this point see below the duration of their AFS (available-for-sale) domestic bonds $SMFG at 1.7Y has the shortest-duration book and their ROE is already expected to inflect upwards by 300bps Tripling ROE from 5-6% in 2022-23 to 15% is a HUGE move for these banks and all these names have yet to fully re-rate accordingly https://twitter.com/i/web/status/2014942189294649503 https://twitter.com/i/web/status/2014942189294649503"
X Link 2026-01-24T06:03Z [----] followers, [---] engagements

"CLP / USD Hard not to like the Chilean Peso from here given the prospects for Copper and Lithium demand"
X Link 2026-01-25T09:47Z [----] followers, [---] engagements

"Encouraging to see Tepco selldown non-core real estate and cross shareholdings with a view to recycle that capital into the core business Expect many of the other Japanese utility companies (e.g. Kansai Electric) to follow suit given the tailwinds on rising power demand and increasing corporate governance pressures $9501.T $9503.T https://twitter.com/i/web/status/2015628001581621262 https://twitter.com/i/web/status/2015628001581621262"
X Link 2026-01-26T03:28Z [----] followers, [---] engagements

"$5T of foreign (mostly USD) assets on Japanese balance sheets is slowly rotating back to domestic JGBs as we reach an crossover point between available yield on JGBs vs. currency-hedged foreign bonds Pension funds have already overtaken the BOJ in the JGB market Life Insurers are on the cusp of shifting to a net buyer position after being net sellers (and providing a perma-bid on US assets in the process) for years"
X Link 2026-01-27T04:28Z [----] followers, [---] engagements

"$SATS I remain bullish on EchoStar however the emergence of actively managed ETFs including privates such as $RONB does dampen its position as the sole proxy for SpaceX Being asked what my PT is on $SATS now that it is up 2-3x Selling is always the most difficult and rather than anchor to specific levels I prefer to exit as close as possible during moments of peak narrative At some point this year the crescendo around a SpaceX IPO will reach Being asked what my PT is on $SATS now that it is up 2-3x Selling is always the most difficult and rather than anchor to specific levels I prefer to exit"
X Link 2026-01-27T07:49Z [----] followers, [----] engagements

"$RMS.PA $KER.PA This has been a poor call on my part so far and luxury is in a weird place structurally however as a pair trade the divergence has reached extremely interesting levels and if you believe like me that overtime the leather goods business of Hermes is far more insulated than Gucci (not to mention the 50x PE multiple you are paying prior to any tangible turnaround proof) then this entry point is as good as its ever been historically Time to buy the dip on the long Hermes / short Kering pair trade which has compounded at 26% annually for the past [--] years Believe Kering's recent"
X Link 2026-01-28T00:50Z [----] followers, [---] engagements

"$ORCL CDS is up purely because it is being used as a portfolio hedge Anyone who has done any real credit analysis on the name knows this On the other hand it is quite profitable to sell this now relatively expensive insurance and I would easily take the under on 120bps in 18m time https://twitter.com/i/web/status/2016427512994398470 https://twitter.com/i/web/status/2016427512994398470"
X Link 2026-01-28T08:25Z [----] followers, [----] engagements

"For years Bain Capital was under water on Kioxia and the Company was considered stressed with difficulty raising attractive financing through the structure let alone many failed IPO attempts Bain did not predict the memory supercycle and Toshiba in [----] certainly couldn't have either https://twitter.com/i/web/status/2016428888503812538 https://twitter.com/i/web/status/2016428888503812538"
X Link 2026-01-28T08:31Z [----] followers, [---] engagements

"Tankers +25% YTD $FRO $STNG $TRMD Is it time to long Tankers again The Oil market is fast moving into contango (we probably would be already if it wasn't for Chinese stockpiling) and we are approaching Covid-like numbers in terms of supply glut when VLCC/LR rates hist $100k / day Refinery shutdowns and https://t.co/MPiqhxccqN Is it time to long Tankers again The Oil market is fast moving into contango (we probably would be already if it wasn't for Chinese stockpiling) and we are approaching Covid-like numbers in terms of supply glut when VLCC/LR rates hist $100k / day Refinery shutdowns and"
X Link 2026-01-29T00:26Z [----] followers, [---] engagements

"$SATS EchoStar Updated Analysis Since we now have a tentative timeline on a SpaceX IPO its a good time as any to update my NAV analysis and areas of interest as we go crescendo in to the next [--] months. Exciting times. The key takeaway from this exercise is that at the current valuation of $129 / share $SATS is still trading at a discount to what I estimate to be a worst case scenario With a clear catalyst ahead EchoStar represents a high conviction expected value play with a high probability of 40-90% upside within a compressed timeframe Let's dive deeper into some of the swing factors at"
X Link 2026-01-29T07:25Z [----] followers, 24.2K engagements

"$SQM shares are currently trading at a 10% discount to the implied PV10 at current spot Lithium prices (LCE $24 / t) We have just started entering a new cycle and lithium prices are still (i) 50% off the mid-point of the prior cycle and (ii) 70-80% off prior cycle peak There is 2-4x upside on $SQM if we were to return anywhere close to those levels https://twitter.com/i/web/status/2016820208795865588 https://twitter.com/i/web/status/2016820208795865588"
X Link 2026-01-29T10:26Z [----] followers, [---] engagements

"@MarioNawfal At $1.5T $SATS would be criminally undervalued https://x.com/origoinvest/status/2016774799511671167s=46 $SATS EchoStar Updated Analysis Since we now have a tentative timeline on a SpaceX IPO its a good time as any to update my NAV analysis and areas of interest as we go crescendo in to the next [--] months. Exciting times. The key takeaway from this exercise is that at the current https://t.co/3aUbvw5vpg https://x.com/origoinvest/status/2016774799511671167s=46 $SATS EchoStar Updated Analysis Since we now have a tentative timeline on a SpaceX IPO its a good time as any to update my"
X Link 2026-01-29T12:31Z [----] followers, [---] engagements

"@bobjohn83869058 @RawMinerals $SQM is an obvious play https://x.com/origoinvest/status/2016820208795865588s=20 $SQM shares are currently trading at a 10% discount to the implied PV10 at current spot Lithium prices (LCE $24 / t) We have just started entering a new cycle and lithium prices are still (i) 50% off the mid-point of the prior cycle and (ii) 70-80% off prior cycle peak There https://t.co/LD3sL9c8Bk https://x.com/origoinvest/status/2016820208795865588s=20 $SQM shares are currently trading at a 10% discount to the implied PV10 at current spot Lithium prices (LCE $24 / t) We have just"
X Link 2026-01-29T13:07Z [----] followers, [--] engagements

"@kielporter @isabelletanlee I enjoyed reading your detailed breakdown on all the vehicles and intermediaries available to get pre-IPO exposure to SpaceX. You did miss the one most obvious and liquid play however which is EchoStar $SATS. Following its spectrum sales to SpaceX for which it received consideration in shares SpaceX now represents 50% of $SATS NAV at an implied SpaceX valuation well below $800B. This is the most inexpensive and liquid proxy available. https://x.com/origoinvest/status/2013789666236092548s=20 https://x.com/origoinvest/status/2013789666236092548s=20"
X Link 2026-01-29T13:53Z [----] followers, [---] engagements

"$HON outlier in a sea of red today on the back of Q4 release Aero segment particularly strong with acceleration of spin-off timeline (Q326) I am keeping a very close eye on Honeywell $HON In particular the spin-off of its aerospace & defence division which pattern matches $GE in many ways They are the dominant player in avionics / APUs for commercial aircraft and in addition are a key supplier in the space and https://t.co/gcHpYPDAww I am keeping a very close eye on Honeywell $HON In particular the spin-off of its aerospace & defence division which pattern matches $GE in many ways They are"
X Link 2026-01-29T15:59Z [----] followers, [---] engagements

"@OleEMunch Assuming a $2.5T combined valuation with SpaceX at $1.5T it would mean $SATS would own 1.7% of the combined entity"
X Link 2026-01-29T22:58Z [----] followers, [---] engagements

"SpaceX xAI Merger Update A lot of questions have surfaced on the impact of a SpaceX and xAI merger for $SATS holders so I ran some updated numbers on what this could look like Key takeaway: any $SATS dilution concern is overblown and the pullback to $113 (whether market related or due to uncertainty vis-a-vis merger impact) is an opportunity to add Fundamentally the maths does not materially change but it is helpful to consider (i) the effect of various merger ratios and (ii) additional pre-IPO dynamics 1) Merger ratio: lots of numbers flying around. If we base ourselves solely on last"
X Link 2026-01-30T04:30Z [----] followers, [----] engagements

"xAI SpaceX Merger Talks and what it means for $SATS holders SpaceX xAI Merger Update A lot of questions have surfaced on the impact of a SpaceX and xAI merger for $SATS holders so I ran some updated numbers on what this could look like Key takeaway: any $SATS dilution concern is overblown and the pullback to $113 (whether market related https://t.co/2AMWy7yTuk SpaceX xAI Merger Update A lot of questions have surfaced on the impact of a SpaceX and xAI merger for $SATS holders so I ran some updated numbers on what this could look like Key takeaway: any $SATS dilution concern is overblown and"
X Link 2026-01-30T04:31Z [----] followers, [----] engagements

"@genejchan Did some detailed analysis on the merger implications for $SATS holders here - sell off seems overblown and a buying opportunity https://x.com/origoinvest/status/2017093027521843572s=20 SpaceX xAI Merger Update A lot of questions have surfaced on the impact of a SpaceX and xAI merger for $SATS holders so I ran some updated numbers on what this could look like Key takeaway: any $SATS dilution concern is overblown and the pullback to $113 (whether market related https://t.co/2AMWy7yTuk https://x.com/origoinvest/status/2017093027521843572s=20 SpaceX xAI Merger Update A lot of"
X Link 2026-01-30T07:02Z [----] followers, [---] engagements

"Hopefully some of you listened and were able to rotate profits into base metals $SLV has now underperformed $HG and $U.UN by 25% over the past week Within this metals super cycle may I suggest you consider rotating some gains from precious metals to critical metals namely Uranium Copper Lithium Precious metals have outperformed within the debasement trade context but I expect some sharp drawdowns along the way as https://t.co/brB7l2vBTt Within this metals super cycle may I suggest you consider rotating some gains from precious metals to critical metals namely Uranium Copper Lithium Precious"
X Link 2026-01-30T20:49Z [----] followers, [---] engagements

"@christankerfund Tanker names are all close to H52w / resistance maybe a bit of sideways action but I suspect we breakout soon enough $TRMD $STNG $HAFNI"
X Link 2026-01-30T20:53Z [----] followers, [---] engagements

"@Ole_S_Hansen Barry Callebaut has been interesting to track given the amount of short interest that was on the name Stock now up +54% on the name probably with some room to run as consumer prices typically lag https://x.com/origoinvest/status/1974088906439376918s=20 Barry Callebaut $BARN.SW is an interesting short-squeeze set-up $7B mkt. cap / 25% short interest / 50x days to cover There is also SI on the US OTC which is extremely thinly traded BC is a Swiss Company and the world's largest chocolate wholesaler - everything that could've https://t.co/7kKU4qQkXe"
X Link 2026-01-31T11:04Z [----] followers, [---] engagements

"Farming pre-IPO stocks on Hyperliquid HIP-3 (SpaceX Edition) What if you could long SpaceX at under $400B and simultaneously lock-in a $1.5T valuation With HIP-3 markets reaching $4B in DTV we are reaching a point where (i) liquidity is becoming meaningful but (ii) large inefficiencies still exist Combine this with the current pre-IPO pipeline and we have a unique window where there are juicy pair trades galore for those fluent across fundamental stock analysis and perpetuals trading I model a L/S trade set-up on SpaceX which I believe offers a unique R/R profile and discuss some key"
X Link 2026-02-01T09:31Z [----] followers, 25K engagements

"Tactical considerations My analysis assumes that $SATS share price and SpaceX HIP-3 market converge to 1x NAV around the event Divergences (premium / discounts to NAV) are to be tactically taken advantage of through buying or selling either leg of the trade My strong base case is that funding rates will remain elevated heading into the event If these cool-off it would likely be associated with a market sell off or a re-rate of SpaceX IPO expectations This would be a good place to crystalize short profits (and in general would look to take advantage of headline driven volatility on either leg"
X Link 2026-02-01T09:31Z [----] followers, [---] engagements

"I break all this down in much more detail in a longer substack post. Please consider subscribing for early access. https://open.substack.com/pub/origoresearch/p/hyperliquid-hip-3-arbitrageurs-paradiser=k9plg&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/origoresearch/p/hyperliquid-hip-3-arbitrageurs-paradiser=k9plg&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2026-02-01T09:31Z [----] followers, [----] engagements

"I should caveat that this trade is for reasonably sophisticated investors and requires some level of monitoring - most may be better off just longing $SATS Nonetheless hopefully provides insight at the type of trades I am looking to take as these markets develop and in Part [--] I will be taking a look at some more juicy arb ideas https://twitter.com/i/web/status/2017913325879718247 https://twitter.com/i/web/status/2017913325879718247"
X Link 2026-02-01T10:50Z [----] followers, [----] engagements

"The $SATS pullback to $113 was short lived those that were paying attention were able to buy SpaceX at $400B on our base case NAV (still below $450B here but doubt for much longer) https://t.co/XxAoSQEB4g https://t.co/XxAoSQEB4g"
X Link 2026-02-02T16:40Z [----] followers, [----] engagements

"SpaceX xAI Updated Merger Analysis for $SATS Numbers are coming in better than expected for $SATS holders if the reported figures are accurate (SpaceX $1T xAI / $250B) with an implied merger ratio of 80% and a Pro-forma 2.2% stake for $SATS in the combined entity This compares to our original 1.9-2.1% estimate Updated numbers below with consolidated IPO sensitivities ranging from $1.25T to $2.25T https://twitter.com/i/web/status/2018458444060356786 https://twitter.com/i/web/status/2018458444060356786"
X Link 2026-02-02T22:56Z [----] followers, 13.4K engagements

"So we got some incremental information allowing us to double confirm the merger maths and $SATS shareholdings namely: $75.65/ share cash alternative for xAI execs exchange ratio of [-------] Based on this the pro-forma share count for the combined entity is [----] million Value per share of SpaceX is $527 In its transaction(s) with SpaceX EchoStar received consideration in kind for $11.1B at a share price of $212 i.e. EchoStar holds 52m shares in SpaceX Which works out to 2.8% standalone and 2.2% pro-forma confirming the initial maths https://twitter.com/i/web/status/2018558497085087962"
X Link 2026-02-03T05:33Z [----] followers, [----] engagements

"More detailed breakdown of the SpaceX and xAI exchange ratio and the implied $SATS stake in the combined NewCo So we got some incremental information allowing us to double confirm the merger maths and $SATS shareholdings namely: $75.65/ share cash alternative for xAI execs exchange ratio of [-------] Based on this the pro-forma share count for the combined entity is [----] million Value https://t.co/3aTeheIROX So we got some incremental information allowing us to double confirm the merger maths and $SATS shareholdings namely: $75.65/ share cash alternative for xAI execs exchange ratio of 0.14333"
X Link 2026-02-03T05:34Z [----] followers, [----] engagements

"@EndlessFeedback Thanks The exchange ratio the $75.5 xAI cash option and the $527/SpaceX share were referenced in most recent news reports over the past few hours and the $SATS $212 / share basis is directly from the SPA"
X Link 2026-02-03T06:49Z [----] followers, [---] engagements

"SpaceX on Hyperliquid now trading at $1.3T with an annualised funding rate of 48% or an implied forward valuation of $1.55T (June IPO) and $1.7T (Sep IPO) I imagine pro-forma for the merger SpaceX valuation will reflect 80% of the NewCo but perhaps @alvinhsia can clarify exact mechanics Farming pre-IPO stocks on Hyperliquid HIP-3 (SpaceX Edition) What if you could long SpaceX at under $400B and simultaneously lock-in a $1.5T valuation With HIP-3 markets reaching $4B in DTV we are reaching a point where (i) liquidity is becoming meaningful but (ii) large https://t.co/EqWuut3SaT Farming pre-IPO"
X Link 2026-02-03T07:25Z [----] followers, [----] engagements

"@formerlypeter BBG I ran a screen a few months ago looking for lower cost bonds (75c) with CoC provisions see below $EBAY was the other one that jumped out to me"
X Link 2026-02-03T11:42Z [----] followers, [---] engagements

"Still Top [--] YTD: Product tankers: +26.3% Exon Mobil: +19.2% Japanese banks: +17.2% Until $SATS takes over My three best performing buckets this month are Product Tankers: +24.4% Exon Mobil: +17.5% Japanese banks: +15.5% Incidentally these got the least attention (expectedly) because boring (esp Exon Mobil and JP Banks) Lesson in there $XOM $STNG $TRMD $MFG My three best performing buckets this month are Product Tankers: +24.4% Exon Mobil: +17.5% Japanese banks: +15.5% Incidentally these got the least attention (expectedly) because boring (esp Exon Mobil and JP Banks) Lesson in there $XOM"
X Link 2026-02-03T16:15Z [----] followers, [----] engagements

"$NOD.OL Nordic Semiconductor: 10x potential within the spaced-enabled economy Been doing some work on this one as it stands to be a key beneficiary over the coming years as LEO satellites gradually reshape the global communication landscape Their nRF9151 chip is the lowest-power cellular IoT option available and supports 3GPP compliant NB-IoT with full NTN connectivity This will unlock mass market IoT devices to operate seamlessly over NTN without any redesigns The Company is still very small ($3B market cap) with limited coverage (listed on Oslo Stock Exchange) Most of its historical revenue"
X Link 2026-02-04T18:41Z [----] followers, [----] engagements

"The market is fundamentally undervaluing NOD's medium-term potential and looking at this business in the rear-view mirror with the following bear case: 1) Workhorse nRF52 chip (90% of sales) has low wallet share and limited ASP potential (1$) 2) Hardware only business tied to cyclical volumes 3) Multiples look rich at face value My variant perception: 1) NOD is a technology leader in the midst of a future-proof product roll-out after years of R&D 2) Recent M&A positions it as a full stack player (hardware software cloud) 3) New TAM in EdgeAI and Satellite IoT will drive a step-change in"
X Link 2026-02-04T18:41Z [----] followers, [---] engagements

"Got semis $SLAB $NOD.OL $NOD.OL Nordic Semiconductor: 10x potential within the spaced-enabled economy Been doing some work on this one as it stands to be a key beneficiary over the coming years as LEO satellites gradually reshape the global communication landscape Their nRF9151 chip is the https://t.co/PASQKBEdfw $NOD.OL Nordic Semiconductor: 10x potential within the spaced-enabled economy Been doing some work on this one as it stands to be a key beneficiary over the coming years as LEO satellites gradually reshape the global communication landscape Their nRF9151 chip is the"
X Link 2026-02-05T00:11Z [----] followers, [---] engagements

"$SATS is +46% since this post yet the R/R is even better now Always be re-underwriting Don't think we will get much more of an asymmetric opportunity on $SATS than this at $75 this is effectively getting into Space X at a 25% discount to last valuation https://t.co/RB6hOZC8XW Don't think we will get much more of an asymmetric opportunity on $SATS than this at $75 this is effectively getting into Space X at a 25% discount to last valuation https://t.co/RB6hOZC8XW"
X Link 2026-02-05T01:13Z [----] followers, [----] engagements

"Don't think its necessary and wouldn't really recommend Implied volatility (63) is ok but not great and there is a risk IPO date gets pushed back I would much rather a 2x upside with zero risk of loss than a 4-5x upside with 50% risk of full loss (which is roughly what buying Jul OTM calls looks like) https://twitter.com/i/web/status/2019273516676481508 https://twitter.com/i/web/status/2019273516676481508"
X Link 2026-02-05T04:54Z [----] followers, [--] engagements

"Well looks like the market is waking up $NOD.OL $NOD.OL Nordic Semiconductor: 10x potential within the spaced-enabled economy Been doing some work on this one as it stands to be a key beneficiary over the coming years as LEO satellites gradually reshape the global communication landscape Their nRF9151 chip is the https://t.co/PASQKBEdfw $NOD.OL Nordic Semiconductor: 10x potential within the spaced-enabled economy Been doing some work on this one as it stands to be a key beneficiary over the coming years as LEO satellites gradually reshape the global communication landscape Their nRF9151 chip"
X Link 2026-02-05T09:43Z [----] followers, [---] engagements

"$NOD.OL getting way more explicit about their Space IoT and EdgeAI positioning None of this is currently reflected in the numbers btw $NOD.OL Nordic Semiconductor: 10x potential within the spaced-enabled economy Been doing some work on this one as it stands to be a key beneficiary over the coming years as LEO satellites gradually reshape the global communication landscape Their nRF9151 chip is the https://t.co/PASQKBEdfw $NOD.OL Nordic Semiconductor: 10x potential within the spaced-enabled economy Been doing some work on this one as it stands to be a key beneficiary over the coming years as"
X Link 2026-02-05T12:03Z [----] followers, [---] engagements

"Hmmm wonder what type of chips are needed for "space tracking" $NOD.OL BREAKING: SpaceX may launch a Starlink phone that connects straight to satellites as per Reuters. https://t.co/qPe549PWbW BREAKING: SpaceX may launch a Starlink phone that connects straight to satellites as per Reuters. https://t.co/qPe549PWbW"
X Link 2026-02-05T12:39Z [----] followers, [---] engagements

"@Umbisam Have a look at $NOD.OL for the chips"
X Link 2026-02-05T13:40Z [----] followers, [--] engagements

"$NOD.OL closest comp $SLAB is getting acquired at a 50% premium $NOD.OL is listed in Oslo and under covered $NOD.OL is the technology leader in ultra-low power long-range chips which will be in every Satellite IoT device $NOD.OL downside case is M&A at 2-3x current levels"
X Link 2026-02-05T14:08Z [----] followers, [---] engagements

"@levelsio @Tesla You realise you can buy SpaceX at an implied $300B valuation right now through $SATS which owns 2.2% SpaceX stock (pro-forma for xAI merger)"
X Link 2026-02-05T16:15Z [----] followers, [----] engagements

"@stjdjordje @levelsio @Tesla No thats incorrect SpaceX represents 50pct of EchoStars NAV $SATS owns 2.2pct of $1.25T = $33B and I estimate remaining non space x nav to be $28B"
X Link 2026-02-05T16:49Z [----] followers, [----] engagements

"@ACapitalLP @CheapStockGuy All space names except for $NOD.OL that is"
X Link 2026-02-05T16:51Z [----] followers, [--] engagements

"@TnyManna @realroseceline @Ashton_1nvests $HON is about to go on a $GE style run"
X Link 2026-02-05T16:58Z [----] followers, [---] engagements

"@realroseceline Hi Rose Why not invest through EchoStar $SATS $SATS is a 2.2% shareholder in the combined company as a result of their spectrum sales to SpaceX and at current levels you are buying SpaceX at an implied $300B valuation https://x.com/origoinvest/status/2018458444060356786s=46 SpaceX xAI Updated Merger Analysis for $SATS Numbers are coming in better than expected for $SATS holders if the reported figures are accurate (SpaceX $1T xAI / $250B) with an implied merger ratio of 80% and a Pro-forma 2.2% stake for $SATS in the combined entity This compares https://t.co/JLQ2e6ZxDR"
X Link 2026-02-05T22:45Z [----] followers, [---] engagements

"@Restructuring__ As are the fees"
X Link 2026-02-06T09:45Z [----] followers, [--] engagements

"Quite illustrative of the EUR/US divergence post GFC US market share up to 70% from 45% since 2010"
X Link 2026-02-06T09:48Z [----] followers, [---] engagements

"Doing mighty fine $FRO $TRMD Checking up on my Tankers https://t.co/m5NTjYRSIX Checking up on my Tankers https://t.co/m5NTjYRSIX"
X Link 2026-02-06T09:49Z [----] followers, [----] engagements

"52WH across the board for $FRO $TRMD $STNG Doing mighty fine $FRO $TRMD https://t.co/RtTkSOQqYR Doing mighty fine $FRO $TRMD https://t.co/RtTkSOQqYR"
X Link 2026-02-07T03:26Z [----] followers, [----] engagements

"@rediamondjr Currently using HIP-3 to farm pre-IPO stocks like SpaceX https://x.com/origoinvest/status/2017893603969052872s=20 Farming pre-IPO stocks on Hyperliquid HIP-3 (SpaceX Edition) What if you could long SpaceX at under $400B and simultaneously lock-in a $1.5T valuation With HIP-3 markets reaching $4B in DTV we are reaching a point where (i) liquidity is becoming meaningful but (ii) large https://t.co/EqWuut3SaT https://x.com/origoinvest/status/2017893603969052872s=20 Farming pre-IPO stocks on Hyperliquid HIP-3 (SpaceX Edition) What if you could long SpaceX at under $400B and"
X Link 2026-02-07T04:39Z [----] followers, [---] engagements

"Very interesting clip of @elonmusk talking about the backlog in gas turbines as it specifically relates to casting of vanes and blades (not GE not Siemens) Howmet Aerospace $HWM is the market leader in turbine airfoils and blades for IGT but also commercial jet engines which is another segment we like a lot Going to do a deep dive because on the surface looks like a phenomenal business and a classic Chris Hohn / TCI stock a la $GE $SAF.PA https://twitter.com/i/web/status/2020051584076628226 https://twitter.com/i/web/status/2020051584076628226"
X Link 2026-02-07T08:26Z [----] followers, 11.3K engagements

"@agnostoxxx Ironically it seems like Europe worked better together on these themes (see Airbus) prior to the EU"
X Link 2026-02-07T09:24Z [----] followers, [---] engagements

"Re-ran the numbers on this L/S trade set-up given the increase in divergence over the past week between (i) $SATS implied valuation of SpaceX and (ii) Hyperliquid HIP-3 markets Effectively locking in an additional +1000bps at these levels Farming pre-IPO stocks on Hyperliquid HIP-3 (SpaceX Edition) What if you could long SpaceX at under $400B and simultaneously lock-in a $1.5T valuation With HIP-3 markets reaching $4B in DTV we are reaching a point where (i) liquidity is becoming meaningful but (ii) large https://t.co/EqWuut3SaT Farming pre-IPO stocks on Hyperliquid HIP-3 (SpaceX Edition)"
X Link 2026-02-08T01:42Z [----] followers, [----] engagements

"$SATS @elonmusk with some colour on the motivating factors (capital + speed) behind the SpaceX IPO timeline Basically wants this done ASAP"
X Link 2026-02-08T03:01Z [----] followers, [----] engagements

"@lurker8679 Have a more detailed NAV build up where I isolate the NAV ex-SpaceX range My view is that the $SATS is likely to trade close or even at a premium to NAV in the run-up to the IPO before coming down post event so might want to be tactical around that https://x.com/origoinvest/status/2016774799511671167s=46 $SATS EchoStar Updated Analysis Since we now have a tentative timeline on a SpaceX IPO its a good time as any to update my NAV analysis and areas of interest as we go crescendo in to the next [--] months. Exciting times. The key takeaway from this exercise is that at the current"
X Link 2026-02-08T03:23Z [----] followers, [---] engagements

"Reminder on how to get exposure to Boston Dynamics pre-IPO https://x.com/origoinvest/status/2008783777640968322s=20 Boston Dynamics is easily [--] years ahead of every other humanoid robot. 🤯 https://t.co/ue3A7wwTc2 https://x.com/origoinvest/status/2008783777640968322s=20 Boston Dynamics is easily [--] years ahead of every other humanoid robot. 🤯 https://t.co/ue3A7wwTc2"
X Link 2026-02-08T04:48Z [----] followers, [----] engagements

"@BoringBiz_ Investment bankers when they get the headhunter recruiting email from Pinpoint Partners"
X Link 2026-02-08T04:57Z [----] followers, [---] engagements

"@PurpleDrink_LLC $xom https://x.com/origoinvest/status/2019981197770911844s=46 This is Exxon Mobil $XOM vs. $XOP (Broad E&P ETF) +37% on the year vs. + 9% When I started out my career I was very much a small-cap alpha hunter Experience has taught me that scale done correctly is just better $XOM has the best diversification (geographically and https://t.co/fArBTRSUyI https://x.com/origoinvest/status/2019981197770911844s=46 This is Exxon Mobil $XOM vs. $XOP (Broad E&P ETF) +37% on the year vs. + 9% When I started out my career I was very much a small-cap alpha hunter Experience has taught me"
X Link 2026-02-08T06:26Z [----] followers, [---] engagements

"US IG market about to see its fastest composition mix shift"
X Link 2026-02-08T11:41Z [----] followers, [----] engagements

"@ekwufinance It doesnt help when Kazakhstan is also discouraging incremental foreign investment https://x.com/origoinvest/status/2013202986437152853s=46 Uranium $URA It is often overlooked that Kazakstan produces 40% of the world's output Like many resource heavy EM countries they often like to re-write the rules of the game Recently they amended the Subsoil Use Code in order to increase the ownership and economics for https://t.co/gU0iMWMGYL https://x.com/origoinvest/status/2013202986437152853s=46 Uranium $URA It is often overlooked that Kazakstan produces 40% of the world's output Like many"
X Link 2026-02-08T12:34Z [----] followers, [---] engagements

"Something seems to brewing Peninsula Hotels going from ridiculously cheap to very cheap $0045.HK Peninsula Hotels owned by HKSH $0045.HK trades at a $1.3B equity cap and $3.4B EV Unlike most of the large Western HotelCos who went asset light and spun-off their PropCos Peninsula still owns the underlying Real Estate across its [--] Hotels This includes 100% ownership of https://t.co/SQntIUuT6o Peninsula Hotels owned by HKSH $0045.HK trades at a $1.3B equity cap and $3.4B EV Unlike most of the large Western HotelCos who went asset light and spun-off their PropCos Peninsula still owns the"
X Link 2026-02-09T04:48Z [----] followers, [---] engagements

"Ethereum ETF holders have an average cost basis of $3.5k and are sitting on $5B UPNL Cumulative ETH ETF inflows peaked at $15B in Oct and weve been seeing net outflows since Still a lot of potential sell pressure remaining"
X Link 2026-02-09T16:40Z [----] followers, [---] engagements

"@IlliquidInsight If your toddler isnt at one of the feeder nurseries youre cooked"
X Link 2026-02-09T16:49Z [----] followers, [----] engagements

"Jump Trading already printing as a MM on the platform and able to further parlay that into getting a sweetheart equity deal ZOOMER JUMP TRADING TO ACQUIRE A STAKE IN POLYMARKET IN EXCHANGE FOR PROVIDING LIQUIDITY: BBG ZOOMER JUMP TRADING TO ACQUIRE A STAKE IN POLYMARKET IN EXCHANGE FOR PROVIDING LIQUIDITY: BBG"
X Link 2026-02-09T17:18Z [----] followers, [---] engagements

"Nissan CFFO has halved to $6.5B from $13B resulting in a 70% decline in UFCF down to $3.5B In addition the $3B capex is probably understated given the lack of investment in EVs Couple that with the $60B of debt saddling the company and a higher rate environment domestically At 5% cost of debt Nissan is FCF breakeven Very little margin for error and room to manoeuvre I give it a 50% chance some significant restructuring will occur over the next 3-5 years The entire Japan auto sector (with perhaps the exception of Toyota) is medium-term dead in the water Buying the dip opportunistically on 5Y"
X Link 2026-02-10T01:59Z [----] followers, [---] engagements

"Nordic Semiconductor's nRF9151 chip offers seamless 3GPP compliant NTN-TN connectivity $NOD.OL $NOD.OL Nordic Semiconductor: 10x potential within the spaced-enabled economy Been doing some work on this one as it stands to be a key beneficiary over the coming years as LEO satellites gradually reshape the global communication landscape Their nRF9151 chip is the https://t.co/PASQKBEdfw $NOD.OL Nordic Semiconductor: 10x potential within the spaced-enabled economy Been doing some work on this one as it stands to be a key beneficiary over the coming years as LEO satellites gradually reshape the"
X Link 2026-02-10T12:26Z [----] followers, [---] engagements

"Fun day for whoever is covering this at Chris Hohns TCI (10% position) $SPGI"
X Link 2026-02-10T14:20Z [----] followers, [---] engagements

"SK Square pretty undemanding 2x here imo with room for much higher Ideally you want to front run ADR listings and IBKR KRX access (which will happen shortly) Outside of UBS/MS type services there are a couple exchanges although some may require phone services $402340.KS $000660.KS Took a closer look at this one and ran some numbers on @DanielSLoeb1 margin loan repurchase program suggestion to illustrate the magnifying effect of compounding gains across [--] layers of discount: 1) SK Hynix: memory cycle re-rate 2) SK Hynix: Korea discount 3) SK Square: HoldCo https://t.co/oJJ4vLDABn Took a closer"
X Link 2026-02-10T15:37Z [----] followers, [----] engagements

"Direct-to-device satellite IoT will be a whole new high value TAM which is not yet factored into $NOD.OL $NOD.OL Nordic Semiconductor: 10x potential within the spaced-enabled economy Been doing some work on this one as it stands to be a key beneficiary over the coming years as LEO satellites gradually reshape the global communication landscape Their nRF9151 chip is the https://t.co/PASQKBEdfw $NOD.OL Nordic Semiconductor: 10x potential within the spaced-enabled economy Been doing some work on this one as it stands to be a key beneficiary over the coming years as LEO satellites gradually"
X Link 2026-02-10T15:55Z [----] followers, [---] engagements

"$NOD.LO CEO on Q4 earnings call"
X Link 2026-02-10T15:57Z [----] followers, [---] engagements

"Grimes coming back to MS for the SpaceX IPO $SATS"
X Link 2026-02-10T16:07Z [----] followers, [----] engagements

"@tbpn @kris Someone is willing to pay $500m but somehow lost it at auction for $70m ok got it"
X Link 2026-02-11T01:18Z [----] followers, 13K engagements

"@HYPEconomist Yes but perps options More excited about seeing perp products on underlying tradfi assets than the other way round"
X Link 2026-02-11T03:53Z [----] followers, [---] engagements

"My favourite situations offer both value and upside convexity + momentum $SATS is one SK Square is another Took a closer look at this one and ran some numbers on @DanielSLoeb1 margin loan repurchase program suggestion to illustrate the magnifying effect of compounding gains across [--] layers of discount: 1) SK Hynix: memory cycle re-rate 2) SK Hynix: Korea discount 3) SK Square: HoldCo https://t.co/oJJ4vLDABn Took a closer look at this one and ran some numbers on @DanielSLoeb1 margin loan repurchase program suggestion to illustrate the magnifying effect of compounding gains across [--] layers of"
X Link 2026-02-11T04:06Z [----] followers, [----] engagements

""Optimized purely for running max performance/watt neural nets" Important to maximize battery life (ultra low power) for Edge AI applications $NOD.OL"
X Link 2026-02-11T07:10Z [----] followers, [---] engagements

"@ramez From a short-term perspective maybe but this is like saying $MSFT shouldnt have used profits from its core OS business to fund Azure in [----] $SATS"
X Link 2026-02-11T11:26Z [----] followers, [---] engagements

"@MARKETCOMACC Circle back EoY Sake on me if wrong"
X Link 2026-02-11T12:38Z [----] followers, [--] engagements

"@PEoperator Never underwrite revenue synergies period"
X Link 2026-02-11T13:45Z [----] followers, [---] engagements

"$KLAR Down only since IPO unlocks in a few weeks $KLAR IPO - $15bn valuation (20x oversub) - 5x Rev / -ve earnings - Classic origination volume pump ahead of IPO - Declining origination standards - Weakening labour market Will run-up first cause that's the market we're in But don't let insiders dump on you (Mar-26 unlock) https://t.co/CUEUjkKO7F $KLAR IPO - $15bn valuation (20x oversub) - 5x Rev / -ve earnings - Classic origination volume pump ahead of IPO - Declining origination standards - Weakening labour market Will run-up first cause that's the market we're in But don't let insiders dump"
X Link 2026-02-11T20:22Z [----] followers, [----] engagements

"Claude - call up all the desks trading this name Now highlight all the issues their analysts have missed - massive off balance liabilities trapped cash funding gap from stretched working capital unwind unrestricted baskets After the paper tanks another [--] points pick them off one by one until we hold a blocking position Ignore all calls from K&E PJT Paul Weiss Moelis Crash all party meeting with debtor and CLO led SteerCo. Ignore LME proposal. Rip up term sheet and leave. On the way out tell the CLOs to grow some balls and equitise their position. Paper tanks another [--] points. Hoover up"
X Link 2026-02-12T01:27Z [----] followers, [----] engagements

"@SpecialSitsNews Korea discount remains despite recent rally https://x.com/origoinvest/status/2021011979591450817s=20 Korea discount still in full force despite 121% stock market run-up https://t.co/PWUwvwnqSL https://x.com/origoinvest/status/2021011979591450817s=20 Korea discount still in full force despite 121% stock market run-up https://t.co/PWUwvwnqSL"
X Link 2026-02-12T07:04Z [----] followers, [--] engagements

"@PythiaR Is Mark still trying to aura farm his [----] collar trade on to validate his market calls http://Broadcast.com http://Broadcast.com"
X Link 2026-02-12T07:11Z [----] followers, [---] engagements

"$HWM gas turbine segment growth accelerating to 32% yoy in q4 $1.4B FCF for the year aggressively paid down debt / repurchased stock Guiding to +10% top line growth in FY26 which seems much too conservative $HWM will be reporting Q4 results tomorrow Will be interesting to track the IGT segment which the CEO specifically called out on the Q3 earnings call in relation to the datacenter buildout This is still a relatively nascent but fast growing segment within the Group https://t.co/cbyovS4K1u $HWM will be reporting Q4 results tomorrow Will be interesting to track the IGT segment which the CEO"
X Link 2026-02-12T13:32Z [----] followers, [---] engagements

"Going back a few years looks like they have a habit of outperforming top-end of guidance by 10-15%"
X Link 2026-02-12T13:48Z [----] followers, [---] engagements

"dayum will be hard to get a clean entry on this one $HWM"
X Link 2026-02-12T14:42Z [----] followers, [---] engagements

"Standard Chartered flipped from a $300k price target on Bitcoin to $50k within [--] months"
X Link 2026-02-12T15:02Z [----] followers, [---] engagements

"@nikitabier @DCinvestor @X I can vibecode [--] colours easy"
X Link 2026-02-12T23:27Z [----] followers, [---] engagements

"@cobie only got $176m (now worth $158m) from the Echo sale not $375m Our boy get screwed on the "customary purchase price adjustments" didn't he $COIN"
X Link 2026-02-13T00:18Z [----] followers, [---] engagements

"When Michael Saylor says he will "refinance" with a grin on his face what he really means is "the convertible docs are so loose I can drive a Falcon [--] through them" 1) no incurrence tests 2) no negative pledges / lien restrictions 3) no limitations on asset transfers sales drop-downs etc. In other words he has all the leverage in the world to force a debtor friendly LME whether it be priming coercive exchanges drop down to unrestricted subs etc Of course he can't really say that on air $MSTR this clip will be in a netflix documentary one day https://t.co/WzNcJKvYiw this clip will be in a"
X Link 2026-02-13T09:35Z [----] followers, [---] engagements

"$KLAR A few months ago I suggested to Klarna CEO @klarnaseb that his bankers did him a disservice by pricing his IPO to perfection Klarna was valued at $15B (5x Rev / -ve earnings) and was clearly under pressure to deliver origination volume ahead of the listing even if it meant lower UW standards The book was "20x oversubscribed" but with the wrong type of capital Whilst it can initially feel great to top tick into an IPO having the right holder base and room for a real upside equity story is important - not just for investors but more importantly for insiders and employee morale Watching"
X Link 2026-02-03T15:47Z [----] followers, [----] engagements

"I would say there is a not insignificant chance SpaceX phone/device will require ultra-low power long range wireless chips $NOD.OL $SATS"
X Link 2026-02-05T12:46Z [----] followers, [---] engagements

"$KLAR down 44% from its IPO price just [--] months ago Remember this was allegedly "20x oversubscribed" $KLAR IPO - $15bn valuation (20x oversub) - 5x Rev / -ve earnings - Classic origination volume pump ahead of IPO - Declining origination standards - Weakening labour market Will run-up first cause that's the market we're in But don't let insiders dump on you (Mar-26 unlock) https://t.co/CUEUjkKO7F $KLAR IPO - $15bn valuation (20x oversub) - 5x Rev / -ve earnings - Classic origination volume pump ahead of IPO - Declining origination standards - Weakening labour market Will run-up first cause"
X Link 2026-01-29T01:18Z [----] followers, [----] engagements

"20x oversubscribed was hot money flipping the stock between $40 and $45 on that initial volume spike Been trading down only like your average high FDV altcoin post TGE Oh and unlocks still around the corner $KLAR $KLAR A few months ago I suggested to Klarna CEO @klarnaseb that his bankers did him a disservice by pricing his IPO to perfection Klarna was valued at $15B (5x Rev / -ve earnings) and was clearly under pressure to deliver origination volume ahead of the listing even if it https://t.co/t7UkaYwfFc $KLAR A few months ago I suggested to Klarna CEO @klarnaseb that his bankers did him a"
X Link 2026-02-09T17:03Z [----] followers, [----] engagements

"Wanted to do some digging on whats going on with the music labels starting with $UMG This must be the most sparse quarterly pres I've ever seen lol grand total of [--] slides and could've probably fit everything on [--] $40B company btw"
X Link 2026-02-11T02:29Z [----] followers, [---] engagements

"$HWM will be reporting Q4 results tomorrow Will be interesting to track the IGT segment which the CEO specifically called out on the Q3 earnings call in relation to the datacenter buildout This is still a relatively nascent but fast growing segment within the Group Very interesting clip of @elonmusk talking about the backlog in gas turbines as it specifically relates to casting of vanes and blades (not GE not Siemens) Howmet Aerospace $HWM is the market leader in turbine airfoils and blades for IGT but also commercial jet engines which is https://t.co/fXd93joCeP Very interesting clip of"
X Link 2026-02-11T07:58Z [----] followers, [----] engagements

"@izebel_eth The best mix for me is to operate in private markets career wise and a degen in liquid/public markets PA"
X Link 2026-02-13T02:19Z [----] followers, [---] engagements

"$COIN holders finding out about negative operating leverage on a $6B cost base"
X Link 2026-02-13T04:36Z [----] followers, [---] engagements

"$SAF.PA Safran keeps on crushing FCF +23% yoy guiding to another +15-18% in FY26E endless backlog What is a Super Company according to Chris Hohn Not only has $SAF.PA delivered a 20% IRR to TCI over [--] years () They recently INCREASED their stake by 22% So what makes Safran such a great compounder And why is one of the GOATS now doubling down Let's dive in https://t.co/qa4U4Mstwp What is a Super Company according to Chris Hohn Not only has $SAF.PA delivered a 20% IRR to TCI over [--] years () They recently INCREASED their stake by 22% So what makes Safran such a great compounder And why is one"
X Link 2026-02-13T10:19Z [----] followers, [---] engagements

"Took a closer look at this one and ran some numbers on @DanielSLoeb1 margin loan repurchase program suggestion to illustrate the magnifying effect of compounding gains across [--] layers of discount: 1) SK Hynix: memory cycle re-rate 2) SK Hynix: Korea discount 3) SK Square: HoldCo (+ Korea) discount SK Hynix is trading at 6x forward consensus earnings compared to Micron at 12x (despite its leading market share in HBM) Even with the rally in the KOSPI there is still a significant "Korea discount" Regardless of whether recent reforms will help narrow the discount further SK Hynix will likely"
X Link 2026-02-10T08:55Z [----] followers, 15.1K engagements

"Updated figures on the Humanoid Robot market (UBS): 1) 18.6k units shipped in [----] 2) 30k units forecast in 2026E Unitree remains the market leader (5.5k units) closely followed by AGIbot (5.2k units) Global investment in private humanoid companies totalled $5.2B (up 3x) of which US and China = 54% and 39% respectively (US was predominantly the $1.5B FigureAI raise) UBTECH has the largest reported backlog Boston Dynamics just released its Atlas production timeline and of course $TSLA expects Optimus production to start towards the end of the year"
X Link 2026-02-11T04:31Z [----] followers, [----] engagements

"@Math_files Bayes applied to polymarket NBA odds: https://x.com/origoinvest/status/2021542140439044166s=46 Interesting NBA market Wemby can miss a maximum of [--] games with [--] left I think everyone would agree that if he is eligible he as a 100% chance of winning DPOY In other words market is pricing in a 65% chance he plays at least 90% of remaining games At the same time he is https://t.co/Epv4RsQrxs https://x.com/origoinvest/status/2021542140439044166s=46 Interesting NBA market Wemby can miss a maximum of [--] games with [--] left I think everyone would agree that if he is eligible he as a 100%"
X Link 2026-02-14T07:03Z [----] followers, [----] engagements

"@zerohedge with the amateur hour "analysis" Capex is a function of UFCF and can be adjusted accordingly Off-balance sheet debt is structured to be non-recourse and the end risk lies with the LPs of Private Credit GPs (GIC QIA of the world) Once MSFT goes FCF [--] the off-balance sheet tsunami will make Enron look like amateur hour https://t.co/UriYkaeD9r Once MSFT goes FCF [--] the off-balance sheet tsunami will make Enron look like amateur hour https://t.co/UriYkaeD9r"
X Link 2026-02-15T01:33Z [----] followers, [---] engagements

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