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@jojo_capital "@John_Hempton @Biohazard3737 😢 One last guess would be Novonesis (CHR Hansen)"
X Link @jojo_capital 2025-10-02T01:20Z XXX followers, XXX engagements

"Since people are bidding re-industrialization of everything without a care for unit economics $WOLF and $VECO looks like good candidates Steven Cohen recently bought a X% stake in $WOLF recently came out of Chapter XX restructuring so shareholder base are still settling in"
X Link @jojo_capital 2025-10-13T17:07Z XXX followers, XXX engagements

"Auto liquidation doesnt work when liquidity dries up and shitcoins gap down 30%"
X Link @jojo_capital 2025-10-12T01:07Z XXX followers, XXX engagements

"I do not have the exact plays in mind yet but China's recent anti-involution price will have wide ramifications across certain industrials. Price of polysilicon are up like XX% since July bottom. Was long a bit of $DQ earlier in July but sold too soon"
X Link @jojo_capital 2025-10-07T23:51Z XXX followers, XXX engagements

"4 STD liquidation move in Crypto. A lot of degens were gambling 30x on perpetual futures on altcoins. Liquidation was instant maximum loss on perps are only 100%. Someone (likely) exchanges are eating the liquidation losses"
X Link @jojo_capital 2025-10-12T01:00Z XXX followers, XXX engagements

"@P_Remarks It's part of the battery independance gang like $EOSE Given it has both battery and quantum I would say it should be up XX% today not 15%"
X Link @jojo_capital 2025-10-13T19:58Z XXX followers, XXX engagements

"@LT3000Lyall My hunch is that the french company is Dassault Systemes 😯 👏"
X Link @jojo_capital 2025-10-15T04:32Z XXX followers, XXX engagements

"@Compute_King @zephyr_z9 Rare Earth stonks just trade on vibes"
X Link @jojo_capital 2025-10-12T06:34Z XXX followers, 1014 engagements

"$MCO are we rating bonds with AI now Some strange price actions today $NDAQ $SPGI"
X Link @jojo_capital 2025-09-18T18:50Z XXX followers, XXX engagements