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@Reignots "@AltayCapital @JapanDeepValue1 @ClarkSquareCap @ACapitalLP I think thats way too cynical and strong of an interpretation. You win less than the activist but I think everyone can win. They dont need to squeeze you for the last X% of upside. Its obvious what the fastest path to IRR creation here and $GRVY minorities arent screwed in it"
@Reignots Avatar @Reignots on X 2025-07-22 23:16:31 UTC XXX followers, XXX engagements

"The audacity from Walleye to be short XXX% of $GLXY shares in the era of $OPEN $KSS $GPRO squeezepocalypse is.admirable"
@Reignots Avatar @Reignots on X 2025-07-23 15:05:56 UTC XXX followers, 12.9K engagements

"@AKWilk Someone once started the pitch with since the dawn of man he has dreamt of conquering the skies for $BA. The stock then promptly moved from $XXX to $XXX and he is no longer at the firm"
@Reignots Avatar @Reignots on X 2025-07-18 20:41:44 UTC XXX followers, XXX engagements

"Welcome back my fellow Japanese degens 🚀 $SBHGF $8473.JP"
@Reignots Avatar @Reignots on X 2025-07-22 00:25:25 UTC XXX followers, XXX engagements

"So when does Bloomberg update to reflect the 555MM EUR net cash on MyTheresa's balance sheet $MYTE $CFR.SW 🤷♂"
@Reignots Avatar @Reignots on X 2025-04-11 17:13:44 UTC XXX followers, XXX engagements

"DJ Novo: Another One $GLXY $JEF (wimpy $XX PT this is why youll never be a bulge bracket @Jefferies)"
@Reignots Avatar @Reignots on X 2025-07-22 23:57:02 UTC XXX followers, XXX engagements

"Got on the $TGEN train mainly because I think the recent $CRWV $6B Lancaster and $BX QTS $25B NEPA data center announcements are not priced in at all. $EQT CEO/gas luminary @Shalennial has always said the Marcellus game is about creating in-basin gas demand - well here it is"
@Reignots Avatar @Reignots on X 2025-07-18 19:34:22 UTC XXX followers, 1133 engagements

"@david_katunaric Temporal mismatch How much did US use in its X peak post WW2 construction boom years"
@Reignots Avatar @Reignots on X 2025-07-21 12:01:02 UTC XXX followers, XXX engagements

"@Credib1eGuy Not too late to join these brilliant gentlemen via $SBHGF 🚀"
@Reignots Avatar @Reignots on X 2025-07-17 00:53:24 UTC XXX followers, 1293 engagements

"@ClarkSquareCap SBI Holdings $SBHGF $8473.JP - $11.5B market cap owns X% of Ripple worth $2.3B at last valuation but likely worth 4x at IPO at treasury value alone. If you value this at zero trades at 1x book 6x P/E and owns one of the best neobanks + brokerages in Japan amid rising rates"
@Reignots Avatar @Reignots on X 2025-07-14 22:14:47 UTC XXX followers, 8961 engagements

"@ContrarianCurse Why $COOP ripping one for one in line with ratio"
@Reignots Avatar @Reignots on X 2025-07-23 00:21:05 UTC XXX followers, XXX engagements

"So $XRP is up to all time highs at $3.25+ and you are not buying $SBHGF for negative equity value on the entire business ex-Ripple stake WTF is wrong with you lot"
@Reignots Avatar @Reignots on X 2025-07-17 15:55:42 UTC XXX followers, XXX engagements

"Another one (with a weak ass $XX PT cmon @HandlerRich) $GLXY @stefanvanderlux @RHouseResearch"
@Reignots Avatar @Reignots on X 2025-07-23 00:11:28 UTC XXX followers, 3496 engagements

"Ok my fellow XX IQ $GLXY investooooors the moment youve been waiting for is herea semi legit Wall Street initiation from Piper"
@Reignots Avatar @Reignots on X 2025-07-21 11:39:43 UTC XXX followers, 13.2K engagements

"For closure: puked our morning after 3rd death $XX lost 50%. Ouch - at least sized it right given the risk. Lesson learned: management lies graze good businesses bruise bad ones and murder the terminally ill"
@Reignots Avatar @Reignots on X 2025-07-23 00:50:03 UTC XXX followers, XX engagements

"@LogicalThesis This is a really interesting one. What do you make of the fact Vertiv doesn't have exclusive rights within the US The biggest addressable market for this ex-Stargate UAE is probably TX/PA given gas supply does $TGEN itself have the salesforce to sell into these projects"
@Reignots Avatar @Reignots on X 2025-07-18 14:48:12 UTC XXX followers, XXX engagements

"$XRP is now motherfucking $XXXX and you can still buy $SBHGF illiquid pink papers on a Japanese holiday after a better than feared election for unch. Carried at zero trades at 1x book. Gotta love this country"
@Reignots Avatar @Reignots on X 2025-07-21 17:18:51 UTC XXX followers, XXX engagements

"@abroninvestor So we are blaming Vincent instead of the greedy minorities egging AMF to block the buyouts - got it"
@Reignots Avatar @Reignots on X 2025-07-22 22:48:26 UTC XXX followers, XXX engagements