[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@RecurveCapital "Ive been fielding a lot of inbound interest in $CCOI. I consolidated my thoughts on hot topics I am hearing from other investors:"
X Link @RecurveCapital 2025-08-19T16:33Z 1488 followers, 3070 engagements

"$RCL's Celebrity brand sold out of its early access to its new river cruise product in X minutes. River ships have the highest ROICs in the cruising business. It'll be fun to see how far they can go with river cruising over the next 5-10 years"
X Link @RecurveCapital 2025-09-03T21:36Z 1488 followers, XXX engagements

"$CCOI has shared a nice map of wavelength locations. XXX wave nodes as of today. Impressive breadth in such a short time"
X Link @RecurveCapital 2025-07-14T16:55Z 1488 followers, 2242 engagements

"Ive spent the day digesting $CCOI also spoke to Dave a bit. I get why the stock is down. The major swing factor in Cogent is the wave business and boy did it disappoint in Q2. Its not a senseless selloff but this remains a highly dynamic situation that is still quite noisy. Ill share how Im assessing things. First waves. XXX net new connections felt like an impossibly low number and it was well below the low end of my range (I had thought 400-800). Seems like they installed about XXX but customers were not ready to accept the other XXX. This is not as simple as customers plugging into the"
X Link @RecurveCapital 2025-08-08T00:31Z 1488 followers, 10.4K engagements