[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.]

@MinotaurStocks "$FFIV reported very strong product bookings from service providers in Q2. Telcos are showing more willingness to refresh their infrastructure which aligns well with $ALLT's Tera III and Sandvine replacement cycle"
X Link @MinotaurStocks 2025-07-30T22:35Z XXX followers, XXX engagements

"@bigleifs @InvestSpecial Kuiper is still in early early innings so best guess there is significant revenue upside ahead for both $CMTL and $GILT now that the satellite launches have accelerated (ground stations to follow). Possibly tens of millions up to $100m / year depending on vendor share"
X Link @MinotaurStocks 2025-10-13T07:48Z XXX followers, XXX engagements

"$TTD - Desperate times call for desperate measures Sure feels that way for now"
X Link @MinotaurStocks 2025-10-15T03:40Z XXX followers, 1333 engagements

"$CVNA bulls might not worry about Tricolor or First Brands $KMX earnings $AMZN and $HTZ competition deteriorating ABS markets EV subsidy expiration or the SEC investigation. But this Jefferies upgrade now that should be worrisome"
X Link @MinotaurStocks 2025-10-01T07:47Z XXX followers, 4081 engagements

"We really enjoyed @adamheimlich and @HatesAdtech's Friday interview of JG. One great question: "why not launch OpenAds with publisher partners lined up" Jeff said they are in "show me" mode esssentially. Next week's Prebid summit should be interesting and pivotal for $TTD"
X Link @MinotaurStocks 2025-10-12T02:58Z XXX followers, XXX engagements

"$TDC strong on real volume today as their @Teradata Possible user conference begins. A return to sustainable ARR growth combined with increased operating leverage in 2026 would usher in a rerating. We believe Lynrock's 13-D filing has increased odds of success here"
X Link @MinotaurStocks 2025-10-06T19:13Z XXX followers, XXX engagements

"@SilbergleitJr Granting frictionless credit with nearly universal approval (per Hindenburg) on a big ticket item has obvious appeal for subprime borrowers and has fueled $CVNA's growth. Question is how the model will hold up in a true recession and whether ABS appetite wanes post Tricolor"
X Link @MinotaurStocks 2025-10-03T00:03Z XXX followers, XXX engagements

"$TTD has made some big announcements lately with OpenAds and Audience Unlimited.but it is harder to bet on Jeff Green's execution post-Kokai. This excerpt from the Amended class action Complaint is far from the most damaging but sheds some light on the corporate governance"
X Link @MinotaurStocks 2025-10-12T02:58Z XXX followers, 1244 engagements

"$VZ's new CEO Dan Schulman brings extensive digital services networking and consumer cybersecurity experience. His background is a great fit for expanding $VZ's network native cybersecurity partnership with $ALLT into additional markets like consumer fixed / mobile"
X Link @MinotaurStocks 2025-10-06T14:40Z XXX followers, 1322 engagements

"Interesting that this $CVNA / Auto ABS counter-bear account popped up on 10/1 the same day of the $JEF upgrade. Latham has repped $CVNA in securities litigation. The account is belligerent and stylistically mirrors another account. Thoughts @UnicusResearch @RealJimChanos"
X Link @MinotaurStocks 2025-10-09T22:50Z XXX followers, XXX engagements

"@InvestSpecial The strategic value of Satcom / A&D plays like $CMTL is only growing = likely PE interest. Turnaround is progressing and latest XXX biz comp = Prepared AI ( $AXON buy for 20x ARR). Kuiper / mPower / DOD projects can ramp for real revenue in 2026 for S&S"
X Link @MinotaurStocks 2025-10-11T22:59Z XXX followers, XXX engagements

"The senior leaders of $CVNA loan servicer Bridgecrest seem to be 10+ years tenured in the Drivetime complex. Grant Thornton and $CVNA audit committee independence could be rationally questioned given the ripe-for-conflicts situation. Why no fresh blood / rotation"
X Link @MinotaurStocks 2025-10-03T22:01Z XXX followers, XXX engagements

"Solid FQ1 and nice pipeline metrics for $AIOT amidst a turbulent macro. Raise low end of revenue guide and maintain EBITDA. Now trading at 2x EV/R and 6X forward EBITDA with elevated SI of 13%. Could be a mini $TRMB in the making and tough to see what bears play for here"
X Link @MinotaurStocks 2025-08-11T12:24Z XXX followers, 2063 engagements

"@JulianKlymochko @Roshan_Gudapati Market on $APO should be a pretty savvy crowd no So maybe First Brands was a hedge but their troubled long exposure dwarfs size of the short profits Just pulled up the chart though down XX% in X weeks is something"
X Link @MinotaurStocks 2025-10-04T21:11Z XXX followers, XXX engagements

"@jdonovan42 I don't think dropped completely but share loss in '26 is very likely.and this is a big client for $TTD. I think it also just goes to show that the AI capabilities $GOOG and $AMZN (and OAI) can bring to bear leveraging technical resources / datasets is formidable competition"
X Link @MinotaurStocks 2025-10-15T18:51Z XXX followers, XXX engagements

"Nice to see another positive callout of the $ALLT-powered "Guardian Network" at Taiwan FET from today's September revenue release. We believe APAC will be a region of significant new deal activity for $ALLT both in DNI and SECaaS in 2026"
X Link @MinotaurStocks 2025-10-13T09:38Z XXX followers, XXX engagements

"The market overlooked a 13-D Filing from $TDC's XXX% holder Lynrock Lake Friday. Despite delivering better price / query for "power users" Teradata has lost share to $SNOW and Databricks. At 10x EPS we see opportunity if Lynrock gets on the Board:"
X Link @MinotaurStocks 2025-03-24T17:17Z XXX followers, 1647 engagements

"@jdonovan42 Yeah I don't think it looks good - but of course could be wrong. I am rooting for you despite being on the opposite side if that makes any sense. The market is a brutal teacher to us all at points"
X Link @MinotaurStocks 2025-10-15T19:13Z XXX followers, XX engagements

"The setup at $TTD feels eerily similar to Rubicon in 2017 when a business model built on unsustainably high fees faced its reckoning with mounting competition. With a lack of differentiated supply entering 2026 (no more $NFLX $SPOT $DIS or $ROKU preferred partnerships) no 1P data or O&O inventory and $AMZN forcing the take rate discussion to the fore (with Yahoo and $GOOG also cutting take rates) $TTD is in a vulnerable position. While we respect and understand bulls views on a stock that has done very well over the years we are still bearish at $50"
X Link @MinotaurStocks 2025-10-12T02:58Z XXX followers, XXX engagements