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@ValInv1
"@mppeltz Contrarian Investor David Dreman - Dreman Value Mgt buys 533k shrs joining Board Fortress EJF Capital aka FBR Goldman Sachs MassMutual sub-Barings Jefferies & $WTM owning Novation Co $NOVCQ over dark pools & SEC Rule 15c2-11 advantage Expert Investors like Oaktree Cap Mgt" @ValInv1 on X 2024-06-29 14:35:09 UTC 1337 followers, XX engagements
"Long Time $WOLF Short Seller just goes long - Point72 Asset Management Q1 XX XX portfolio is out AUM of $XXXX Billion Increased it's stake in $WOLF Wolfspeed by XXXXX% buying 20000 calls (right to buy 2M $WOLF Common Shares) of $66800 & reduced 10000 puts XXXX% decrease" @ValInv1 on X 2025-05-16 13:04:27 UTC 1345 followers, 1769 engagements
"Tom $WOLF seen billions shrs traded since 7/1 only 155m Shr outstanding Short Float XXXXX% rate to borrow is over XXX% Reorganization basic done. Bloomberg says shr will survive Reog" @ValInv1 on X 2025-07-24 17:02:49 UTC 1346 followers, XXX engagements
"Yes $NOVCQ #SEC Re 15c2-11 allows Board to place a stock in expert market allowing only RIA/HF to trade while ending SEC filings/news & Stopping Retail bid/ask. SEC allows expert melts to step in front of retail investors. Goldman & Blackrock + Dreman Val Mgt all buy $NOVCQ off expert market" @ValInv1 on X 2024-06-26 17:00:50 UTC 1337 followers, XX engagements
"What about Novation Co $NOVCQ hidden by Fortress & EJF Cap aka FBR & BoD Mass Mutual sub Barings aka Babson Capital control BoD x MREIT & Medmasa/Hudson Global $HSON they all connected for 730m NOLs" @ValInv1 on X 2025-07-16 22:56:00 UTC 1345 followers, XXX engagements
"@HowardMarksBook Contrarian Investor David Dreman Dreman Value Mgt buys 533k shrs joining Board Fortress EJF Capital aka FBR Goldman Sachs MassMutual sub-Barings Jefferies & $WTM owning Novation Co $NOVCQ over dark pools & SEC Rule 15c2-11 advantage Expert Investors Oaktree" @ValInv1 on X 2024-06-29 14:27:25 UTC 1337 followers, XX engagements
"$RITM X $NRZ X $NCT now $DS reorganized by Fortress. RITM buys Sculptor $SCU Fortress restructured RITM out of $NCT now $DS $160M NOLs. Fortress is at it again reorganizing $NOVCQ Will $NOVCQ split: MREIT Novastar & merge HCS & NOLS w/ $HSON is HCS" @ValInv1 on X 2023-10-12 17:15:17 UTC 1339 followers, XXX engagements
"Trading Central upgrades $IEP Icahn Enterprises Units from SELL to BUY. INVESTARS ANALYST ACTIONS - PUBLIC 7/11/2025 Trading Central upgraded Icahn Enterprises Units from SELL to BUY. Short Float XXXXX% WOW is Bill Ackman going to be surprised in Aug $CVI" @ValInv1 on X 2025-07-12 13:50:56 UTC 1345 followers, XXX engagements
"Trump is set to unveil his AI roadmap: Heres what to know via @techcrunch TRUMP Turns back on Wolfspeed $WOLF backbone of US AI SiC chips handing lead to Chinese killing 750m Chips grant" @ValInv1 on X 2025-07-23 21:44:03 UTC 1345 followers, XXX engagements
"Wolfspeed $WOLF short squeeze continues 281M shares trade. Broker offer me XXX% to lend 50k. Since 7/1 over 1.5B shares traded when $WOLF has only 155m shares outstanding. Is $WOLF $GME XXX EE Times reports 750M US Chip Grant back on table on exit from Reorganization" @ValInv1 on X 2025-07-08 19:34:14 UTC 1345 followers, 2713 engagements
"Rumor Carl Icahn could buy back a big % of $IEP shares with the $5.6B of $IEP cash dry powder. This would be very bullish. Just look at $CVI $IEP was adding at XX now 30/share" @ValInv1 on X 2025-07-17 19:59:35 UTC 1345 followers, XXX engagements
"Wolfspeed $WOLF sees billions of shares trade since 7/1/25 & Short float XXXXX% Shorts missing boat as Bloomberg Law states $WOLF shareholders will survive & THRIVE per billions shares traded only 155M Shr Outstanding" @ValInv1 on X 2025-07-24 15:16:20 UTC 1345 followers, XXX engagements
"@Oaktree Contrarian Investor David Dreman - Dreman Value Mgt buys 533k shrs joining Board Fortress EJF Capital aka FBR Goldman Sachs MassMutual sub-Barings Jefferies & $WTM owning Novation Co $NOVCQ over dark pools & SEC Rule 15c2-11 advantage Expert Investors Oaktree" @ValInv1 on X 2024-06-29 14:28:03 UTC 1337 followers, XX engagements
"@kielporter Contrarian Investor David Dreman - Dreman Value Mgt buys 533k shrs joining Board Fortress EJF Capital aka FBR Goldman Sachs MassMutual sub-Barings Jefferies & $WTM owning Novation Co $NOVCQ over dark pools & SEC Rule 15c2-11 advantage Expert Investors like Oaktree Cap Mgt" @ValInv1 on X 2024-06-29 14:34:50 UTC 1337 followers, XX engagements
"Wolfspeed $WOLF Rumor is USA will deliver new version $750m US chips act upon Ch XX restructuring exit. SiC chips are backbone AI infrastructure & to critical to Trumps plan. Could the new shine post Reorg exit include a sale IMO no this is long term play for new shareholder aka old Debt Holders. As new 200mm SIC fabs fill up of course gross margins will increase. This was always the plan 1.3b cash $800m tax credit cash coming in $600m + $150M legacy asset sales on the way" @ValInv1 on X 2025-07-21 21:55:03 UTC 1345 followers, XXX engagements
"What's Going On With $WOLF Wolfspeed Shares BENZINGA 7-23-2025 3:52 p.m. ET hares of Wolfspeed Inc. (WOLF) are trading higher on Wednesay on a wave of investor interest that began in late June. What To Know: On June XX Wolfspeed (WOLF) officially entered Chapter XX proceedings in the U.S. Bankruptcy Court for the Southern District of Texas. The filing is part of a broader restructuring strategy announced earlier in June through which Wolfspeed (WOLF) seeks to reduce its total debt by approximately XX% or $XXX billion and cut annual interest expenses by 60%. The reorganization is supported by" @ValInv1 on X 2025-07-23 20:59:09 UTC 1342 followers, XXX engagements