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@everyonehatesp1 Avatar @everyonehatesp1 everyonehatespoetry

everyonehatespoetry posts on X about $cnrd, $lake, business, samsung the most. They currently have XXXXX followers and X posts still getting attention that total XXX engagements in the last XX hours.

Engagements: XXX #

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Mentions: X #

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Followers: XXXXX #

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CreatorRank: XXXXXXXXX #

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Social Influence

Social category influence cryptocurrencies XXXXX% finance XXXXX% technology brands XXXXX%

Social topic influence $cnrd #1, $lake #2, business 22.22%, samsung #3157, investment 22.22%, a very 22.22%, what i 11.11%, $100m 11.11%, $5b 11.11%, intuition XXXXX%

Top accounts mentioned or mentioned by @joinyellowbrick @taobanker @linglingfool @blondesnmoney @adibmoti @saintignorant @evfcfaddict @broncob08993702 @g_1738_ @theodorusatheos @phenomcapital

Top assets mentioned Data Lake (LAKE) KIRA (KEX) Orion Protocol (ORN)

Top Social Posts

Top posts by engagements in the last XX hours

"$LAKE Feel like I've just been wrong on this one and try not to be too vocal on something that I got caught off-guard on but for what it's worth I think it's not a good set-up into this quarter consensus for H2 margins is too high to me + government shutdown likely weighed on the US business. Happy to take my tax loss and lose my XX% and revisit based on execution"
X Link 2025-12-08T14:37Z 4114 followers, 6856 engagements

"Great find here. Samsung just signed a partnership with $CNRD but what I didnt know is their SK competitor Hanwa has been acquisitive in the US and plans to remain acquisitive:"
X Link 2025-12-08T13:27Z 4114 followers, 4562 engagements

"$LAKE As I called out here had a bad intuition on this quarter and so shared that I sold everything decent outcome to lose only XX% on my investment considering it's down so much now. Had a couple of people ask for thoughts. I was expecting bad and this is worst don't even feel like buying it back at the lows considering that management is acting like children. Large part of the thesis relied on management and they're blaming everything and anything on their failure to manage which is sad to see. However wouldn't be surprised to see either the board push for a sale or an activist get involved"
X Link 2025-12-10T14:53Z 4114 followers, 4756 engagements

"Figured I'd share $ASRT quickly cause it's an interesting situation they just printed a very big quarter and stock went from up XX% to flat pre-market. The stock trades at 1.5x EBITDA with XX% of its value in cash and now has visibility to collecting $30M of cash through Q2 XX which is 1.5x the EV ($20M EV). I got long a 2%er at like $XXXX a month or two ago. Essentially it was a shitshow of a pharma company that did a horrible merger destroyed value and got left with opioid and investor lawsuits. Now they're left with a couple of drugs mainly an oncology one. Over the last couple of years a"
X Link 2025-11-11T13:59Z 4106 followers, 4080 engagements

"Very different businesses. $KEX to me is worth 16x mid-cycle PE (roughly 9x EBITDA) because they've been such a good management team and capital allocators and I think today we're around mid-cycle. $GLDD it's tough to say they have a longer-term tailwind with all the port work ahead of them and a big tough to replicate fleet at spot so say 8x EBITDA $CNRD is the most cyclical but can have the biggest explosion of EBITDA. I think 6x mid cycle feels fair given how rare of an asset it is today after the 2014 downcycle and all the competitors shutting down the mid cycle EBITDA is structurally"
X Link 2025-11-17T19:18Z 4100 followers, XXX engagements

"@taobanker Really good tho not super cheap. $ORN the crazier one on port work theme but much more execution risk"
X Link 2025-12-05T01:38Z 4097 followers, XXX engagements

"$CNRD Conrad announces a partnership with Samsung Heavy on LNG could be a very big deal"
X Link 2025-12-04T18:53Z 4113 followers, 8513 engagements

"I have I've talked to management multiple times talked to guys who have 15-20 years of history with the business and who have toured the facility. Not sure who you're referring to with "monkeys" but the capacity is there it's confirmed by management in the last earnings call it does not require any sort of meaningful incremental capital and already exists so there's no timeline/permitting or any of that. So why didn't I talk about some of these Because they're not relevant here they're not building anything new facility wise"
X Link 2025-12-10T17:03Z 4114 followers, XXX engagements