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@linglingfool "@Citrini7 Have you listened to the Odd Lots from the spring about rare earths"
X Link @linglingfool 2025-10-11T18:11Z XXX followers, 15.2K engagements

""The Bitcoin were previously stored in unhosted crypto wallets whose private keys the defendant had in his possession. Prosecutors declined to comment how they obtained control of the Bitcoin." Quantum computing"
X Link @linglingfool 2025-10-15T23:27Z XXX followers, XXX engagements

"$TGEN rallying in sympathy with $AMD this morning. Nothing has changed from when we traded down to $XXXX as far as prospects or execution. The tech remains compelling but the valuation matters. $XX is where it gets too rich for my blood -- I'm out"
X Link @linglingfool 2025-10-06T17:44Z XXX followers, XXX engagements

"Did I miss a headline on $LAKE"
X Link @linglingfool 2025-10-08T19:01Z XXX followers, XXX engagements

"@choffstein @latchkeytio In theory they could be tailoring TR swaps with primes to create the necessary VaR profile but they're already so overextended that no one is giving issuers new swap lines. They're begging anyone with unencumbered balance sheet to take the other side & split fees -- no one left"
X Link @linglingfool 2025-10-15T18:18Z XXX followers, XX engagements

"Setting aside what you think of the MGA model $35mm of buybacks on a $375mm market cap seems pretty substantial for $AMBC. I know Armada is in a different market but $NP pricing tonight as well should give some insight on where the market is valuing MGAs"
X Link @linglingfool 2025-09-30T14:32Z XXX followers, 1485 engagements

"Can't even use this platform for microcap research anymore every ticker now has a crypto pumpfun equivalent. $LAKE sure I get -- but why would you name your coin $ONIT (Also how are we feeling going into $LAKE earnings)"
X Link @linglingfool 2025-09-02T17:03Z XXX followers, XXX engagements

"@BourbonCap I think $AMZN is still under $5bn hasn't rallied much"
X Link @linglingfool 2025-10-15T00:59Z XXX followers, 7462 engagements

"The interesting thing about the Jan XX calls on $TGEN yesterday is how meaty they were. (I think today's trades are just copycats.) They were less than XX% out of the money; they need the stock above $XX to start making money. That seems curious to me. Why"
X Link @linglingfool 2025-10-15T17:49Z XXX followers, 1011 engagements

"@Reignots Yes but if they're getting bought out that would imply a deal price not much higher than where we're currently trading. Without a buyout I don't see how the current valuation is justified unless they somehow skipped the LOI phase and went straight to a XXX chiller order"
X Link @linglingfool 2025-10-15T19:11Z XXX followers, XX engagements

"$VRT partnership about to go live"
X Link @linglingfool 2025-10-14T19:17Z XXX followers, 5084 engagements

"@iBladesi $UWMC $WSBF you name it. Meanwhile $RKT round-trips entirely and finishes green (although they're an AI company)"
X Link @linglingfool 2025-10-09T20:53Z XXX followers, XXX engagements

"@sdav1986 I think every derivatives market-making firm for which I've seen returns is up at least XX% on the year if not a lot more. Most of these guys appear to not even be beating NDX. Funny how the funds you want to be in aren't the ones taking outside capital"
X Link @linglingfool 2025-10-07T02:28Z XXX followers, XXX engagements

"lol dash for trash (aka RUT) alive and well today everything higher highs than Friday morning Quickest 10%+ scalps ever from Friday's MOCs on $TGEN $PSIX and $AMPG"
X Link @linglingfool 2025-10-13T18:13Z XXX followers, 1592 engagements

"@DeepSailCapital @super_cycle $TGEN as well although they're trying to focus specifically on the liquid cooling corner of the market. Wider range of customers as they can go into traditional data centers on a smaller scale but no one wants to be their first big customer. Partnership with $VRT may help"
X Link @linglingfool 2025-10-07T18:31Z XXX followers, XXX engagements

"@CedarStResearch IPO tourism is definitely in vogue this year (just look at what happened to $NMAX)"
X Link @linglingfool 2025-10-03T21:14Z XXX followers, XXX engagements

"@blondesnmoney Sure but $WAL isn't going to lose money on the loan it warned about and they're -12%. Not sure the fundamentals are driving most of today's action"
X Link @linglingfool 2025-10-16T19:36Z XXX followers, XXX engagements