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Jerry Derevyanny posts on X about $gtbif, $msos, dean, fed the most. They currently have XXXXX followers and XXX posts still getting attention that total XX engagements in the last XX hours.
Social category influence finance X% cryptocurrencies X% stocks X% technology brands X%
Social topic influence $gtbif 2%, $msos 2%, dean 1%, fed 1%, $1718m 1%, $70m 1%, $glasf 1%, head and shoulders 1%, generated 1%, $grusf X%
Top accounts mentioned or mentioned by @revelationslp @iloveriggin @kturet @march2millions @markemerritt @aaronvalue @knoxmarlow @balanjason @thedankinformer @wolfofweedst @jasonpowell00 @curieuxgolf @srg444 @rickroll420691 @cupofcoffeecap @montviewx @meridacap @thetrainguynyc @analystexec @legacygrower
Top assets mentioned Grin (GRIN) Copart, Inc. (CPRT) Amazon.com, Inc. (AMZN)
Top posts by engagements in the last XX hours
"If the dean of short selling is telling you" @JDerevyanny on X 2025-07-18 01:20:16 UTC 1532 followers, XXX engagements
"A few things on this and $gtbif - how I think about it at least: X. On a relative basis Ben is in the sea of tranquility while most of the others are piddling around at kitty hawk. X. A ceo has remarkably little control over his stock price. Fed rates risk environment etc. So stock price is not always best barometer. X. Better to try to judge how the BUSINESS has performed vs the stock. Cash flows up Prior investments seem to be paying off Any major mistakes X. GTI cashflows are up but being stressed by typical cannabis normalization. Agrify investment seems interesting and definitely seems" @JDerevyanny on X 2025-07-13 18:23:57 UTC 1532 followers, 3763 engagements
"I think things start to become a little clearer with $GLASF: $GLASF refinancing of $70m of Pref B/C by new Pref E XX% of Pref B/C rolled into Pref E so $17-18m or so was redeemed out. B/C interest rate was XXXX% - XX% cash and XXXX% PIK. E is XX% cash pay no warrants (B/C had $X warrants). My suspicion is that the radio silence from the company was in large part to not disturb this refi which was likely long in the works and was right next to the finish line. Admitting a material event could have spurred people trying to pull out and created some panic" @JDerevyanny on X 2025-07-16 21:39:45 UTC 1533 followers, 5242 engagements
"Some thoughts on Cohodes recent comments: X. Ben from $gtbif is not beyond criticism. I think hes wrong on $msos. But its hilarious to criticize the guy whose company has generated financial results head and shoulders above everyone else for not doing enough for the industry or not being some kind of team player - newsflash guy: maybe Ben NOT doing those things and focusing on his business IS the difference vs CEOs who blather about DC while their companies fall apart. X. You dont get to control what base youre born on but you do get to control what you do. Helping to build a company of 5k" @JDerevyanny on X 2025-07-12 19:40:39 UTC 1531 followers, 11.7K engagements
"@srg444 Fair. I tend to probably run more concentrated in personal portfolio than others. Also I saw an opportunity to buy the dip in $Kspi which I like a lot. And $cprt as well as $amzn" @JDerevyanny on X 2025-07-13 18:59:12 UTC 1532 followers, XXX engagements
"The bank that was tip of the spear on raising the bulk of cannabis capital has suspended analyst coverage of cannabis stocks. $msos" @JDerevyanny on X 2025-07-18 23:11:53 UTC 1531 followers, 17.4K engagements