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@Lazarus_Capital "@Investor_NICK_ Im not even sure this is meme potential. They signed one of the most popular celebrities. To sell clothes"
@Lazarus_Capital Avatar @Lazarus_Capital on X 2025-07-23 19:16:35 UTC XXX followers, XXX engagements

"@sowingalpha @Investor_NICK_ Wife doesnt have any wide legged jeans"
@Lazarus_Capital Avatar @Lazarus_Capital on X 2025-07-24 01:12:49 UTC XXX followers, XX engagements

"How is $HOOD not a gambling app. This is worse than the confetti"
@Lazarus_Capital Avatar @Lazarus_Capital on X 2025-07-22 23:07:31 UTC XXX followers, XX engagements

"@RHouseResearch Do you have a link for the $DLR purchase On the call today"
@Lazarus_Capital Avatar @Lazarus_Capital on X 2025-07-25 03:55:30 UTC XXX followers, XX engagements

"Sold out of $GLXY and of course it is ripping"
@Lazarus_Capital Avatar @Lazarus_Capital on X 2025-07-24 15:13:59 UTC XXX followers, XXX engagements

"@BillBrewsterTBB But they dont have @sydney_sweeney $AEO"
@Lazarus_Capital Avatar @Lazarus_Capital on X 2025-07-25 02:36:15 UTC XXX followers, XX engagements

"@Investor_NICK_ First day of Sweeney and youre already selling"
@Lazarus_Capital Avatar @Lazarus_Capital on X 2025-07-24 00:23:32 UTC XXX followers, XXX engagements

"This was in February when AUM hit the peak. Most recent update had an AUM of $771M at the of end of June. Their AUM includes nearly XX% exposure to $SOL. Very volatile. SolFi - a $MSTR like treasury for Solana is also in the works"
@Lazarus_Capital Avatar @Lazarus_Capital on X 2025-07-24 23:45:26 UTC XXX followers, XXX engagements

"@RobLentz idk about shorting I think it's just not well known and other crypto names have dominated the headlines. You look at their volume and it's peanuts. Nasdaq listing helped and the recent options listing will too just a matter of time"
@Lazarus_Capital Avatar @Lazarus_Capital on X 2025-07-24 16:09:54 UTC XXX followers, XX engagements

"You can talk all you want but @cvpayne asked straight up @ericjackson if he sold any $OPEN stated only in a SMA because the client called. Nothing in his main fund. Crazy. Very surprising"
@Lazarus_Capital Avatar @Lazarus_Capital on X 2025-07-22 18:23:43 UTC XXX followers, 26.2K engagements

"@sowingalpha @Investor_NICK_ Are they I saw the Syd picks on and they look um. Interesting. Im also not the one buying 🤷♂"
@Lazarus_Capital Avatar @Lazarus_Capital on X 2025-07-24 00:24:47 UTC XXX followers, XX engagements

"Just told my wife about our $AEO investment and she replied with Sorry babe but I dont think American Eagle is making a comeback 💀"
@Lazarus_Capital Avatar @Lazarus_Capital on X 2025-07-23 20:26:38 UTC XXX followers, XXX engagements

"This company $DEFT has been continuously expanding. Not only do they grow as digital assets gain in value but they grow with inflows into their ETPs. DEFI ALOHA stillman digital SolFi CoreFi etc. So much in the pipeline and being bought to the market"
@Lazarus_Capital Avatar @Lazarus_Capital on X 2025-07-24 19:51:59 UTC XXX followers, XXX engagements

"Their Defi Alpha performance is crazy. ZERO losses. What 🤯 and Defi Alpha was only only launch in Q2 2024 Couldve been roughly $130M in yearly revenue"
@Lazarus_Capital Avatar @Lazarus_Capital on X 2025-07-24 23:45:28 UTC XXX followers, XX engagements

"@mikealfred How did we get to the point that $IREN is able to not only build out nearly 3GW of power without dilution and monetize it IREN cloud"
@Lazarus_Capital Avatar @Lazarus_Capital on X 2025-07-24 03:15:00 UTC XXX followers, XXX engagements

"@ChelApples @CSchlauf @ericjackson But if were looking into crypto related names were usually bullish on crypto. Lets saying BTC with or without the dip is 200k 2-3 year from now. $DEFT AUM would be significantly higher - not just from asset price appreciation but inflows and ETP expansion. $3B in AUM"
@Lazarus_Capital Avatar @Lazarus_Capital on X 2025-07-26 03:29:27 UTC XXX followers, XX engagements

"@Citrini7 Sydney Sweeney needs to become CEO"
@Lazarus_Capital Avatar @Lazarus_Capital on X 2025-07-24 03:37:00 UTC XXX followers, 1396 engagements

"@ChelApples @CSchlauf @ericjackson Is conservative base case. X% blended yield on $3B is $240M. XX% margins and youve got $168M in net income. What happens in between though Does crypto drop XX% and stay there Or does its rip and continue to rip. Makes a big difference and where we differ"
@Lazarus_Capital Avatar @Lazarus_Capital on X 2025-07-26 03:35:02 UTC XXX followers, XX engagements

"@ChelApples @CSchlauf @ericjackson lol youre extracting it based on what All youve mentioned is book value. (And Im not saying Helios doesnt have value). Just a random ex book value multiple on a company doesnt make sense"
@Lazarus_Capital Avatar @Lazarus_Capital on X 2025-07-26 02:12:17 UTC XXX followers, XX engagements

"@FutureGLXYfrens $GLXY ROUGH MATH $735M rev (240M in XX X% increase $480M in 28) in 2028. PV roughly $640M *90% margin $575M EBITDA PV. $575M * XX EV/EBITDA multiple: $11.5B EV $13M /Mw * XXX = $5.1B CAPEX needed (base case) $6.4B Market cap. current market cap: $10.1B"
@Lazarus_Capital Avatar @Lazarus_Capital on X 2025-07-18 23:06:37 UTC XXX followers, XXX engagements

"$AAPL $IWM and i think $IWM can bounce here"
@Lazarus_Capital Avatar @Lazarus_Capital on X 2025-07-21 16:43:44 UTC XXX followers, XX engagements

"Breaking news with XX% accuracy. Only on Twitter @X @charliekirk11"
@Lazarus_Capital Avatar @Lazarus_Capital on X 2025-07-22 20:46:51 UTC XXX followers, XX engagements

"Sydney Sweeney already added more in equity value than $AEO management couldve hoped for. Just start paying her in equity deserves it more than management"
@Lazarus_Capital Avatar @Lazarus_Capital on X 2025-07-24 00:35:22 UTC XXX followers, XXX engagements

"LOL $AEO Only time it traded consistently lower than this recent move was GFC and Covid"
@Lazarus_Capital Avatar @Lazarus_Capital on X 2025-07-23 19:26:05 UTC XXX followers, XXX engagements

"@lord_fed It hit ATHs on the news of the vision pro. this company can launch anything and itll rip. Such a low bar. Plus everyone who missed the rally is likely trying to play a laggard name (I know of one sub thats been bearish since thats trying this)"
@Lazarus_Capital Avatar @Lazarus_Capital on X 2025-07-24 18:59:51 UTC XXX followers, XXX engagements

"Last time they sold was December 2024. $CIFR $WGMI Look up the price action since then"
@Lazarus_Capital Avatar @Lazarus_Capital on X 2025-07-23 02:36:34 UTC XXX followers, XXX engagements

"@sundarpichai @theinformation Personal AI device for $AAPL is a STRETCH"
@Lazarus_Capital Avatar @Lazarus_Capital on X 2025-07-24 03:34:40 UTC XXX followers, 1065 engagements

"@novogratz @LucaNetz @pudgypenguins Ngl the Star Wars ones are 🔥"
@Lazarus_Capital Avatar @Lazarus_Capital on X 2025-07-24 17:15:52 UTC XXX followers, XX engagements

"@muddywatersre This a mortal kombat finish him move in tweet form"
@Lazarus_Capital Avatar @Lazarus_Capital on X 2025-07-22 21:22:52 UTC XXX followers, XXX engagements

"Sydney Sweeney had her bath water sell out in seconds and you think she cant sell jeans $AEO lol"
@Lazarus_Capital Avatar @Lazarus_Capital on X 2025-07-24 01:22:41 UTC XXX followers, XXX engagements

"@Investor_NICK_ @blondesnmoney I just started reducing it get ready for a rip"
@Lazarus_Capital Avatar @Lazarus_Capital on X 2025-07-25 17:37:13 UTC XXX followers, XX engagements

"My wife just asked me whats Microsoft $MSFT 🤦♂"
@Lazarus_Capital Avatar @Lazarus_Capital on X 2025-07-25 04:21:49 UTC XXX followers, XX engagements

"My portfolio is mostly $BRK $AAPL $IGIC $AMN $RH $DRVN With a few puts sprinkled in. Quantum names. Nuclear. Emerging markets"
@Lazarus_Capital Avatar @Lazarus_Capital on X 2025-07-22 16:03:58 UTC XXX followers, XXX engagements

"Listening to the Q1 $DEFT call and they repurchases 505k shares for 2.1M CAD $XXXX USD per share. What other crypto company is BUYING BACK SHARES @RobLentz"
@Lazarus_Capital Avatar @Lazarus_Capital on X 2025-07-24 16:03:47 UTC XXX followers, XXX engagements

"Overpriced for the quality feels like they target middle school girls. One company that had a good turnaround was Abercrombie and Fitch. Aerie too. She shouldve signed a deal with Aerie. Well guess who owns Aerie Seems like $AEO has a blueprint for the turnaround"
@Lazarus_Capital Avatar @Lazarus_Capital on X 2025-07-23 20:41:59 UTC XXX followers, XXX engagements

"@JBittner21 @j_isaiahyoung @RobinhoodApp Idk did the sign up and was surprised to see the card in the mail a few months after"
@Lazarus_Capital Avatar @Lazarus_Capital on X 2025-07-24 18:38:55 UTC XXX followers, XX engagements

"@ChelApples @CSchlauf @ericjackson Honestly thank you cause I thought for a minute you were just valuing companies on book value and thats it. For me I would apply a trough or peak multiple or value the company a few years out and discount it. Can crypto prices drop XX% by the end of the year Sure"
@Lazarus_Capital Avatar @Lazarus_Capital on X 2025-07-26 03:26:53 UTC XXX followers, XX engagements

"@FundamentalSage @ericjackson @jwestt56 Recently just listed on the NASDAQ undercollowed unknown low volume you could very well be right. Not even at 52W highs while every other crypto company is breaking through with ease"
@Lazarus_Capital Avatar @Lazarus_Capital on X 2025-07-24 19:53:10 UTC XXX followers, XX engagements

"@JBittner21 @j_isaiahyoung @RobinhoodApp My credit score is pretty high likely was a factor"
@Lazarus_Capital Avatar @Lazarus_Capital on X 2025-07-24 18:39:11 UTC XXX followers, XX engagements