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@stoked_on_waves Avatar @stoked_on_waves Alex Taussig

Alex Taussig posts on X about $wlnpa, $ccoi, money, $jack the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.

Engagements: XXXXX #

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Mentions: XX #

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Followers: XXXXX #

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CreatorRank: XXXXXXX #

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Social Influence #

Social category influence stocks XXXX% finance XXXX% countries XXXX% currencies XXXX% technology brands XXXX% cryptocurrencies XXXX%

Social topic influence $wlnpa #11, $ccoi #5, money 0.5%, $jack #11, $virt #30, balance sheet 0.34%, $bhf #4, $smr 0.34%, $cg 0.34%, $fig XXXX%

Top accounts mentioned or mentioned by @theotheraharon @ibladesi @blondesnmoney @vanckzhu @orrdavid @kingdomcapadv @chrisvirnig @darkfirecapital @calgaryleveen @themagicbakery @capitalshipyard @invertedfragil1 @fredinheaven4 @ljp0101 @acidinvestments @benbstwits @finphysnerd @thewritser @gruust @walt373

Top assets mentioned Cogent Communications Holdings, Inc. (CCOI) Virtu Financial, Inc. Class A (VIRT) Brighthouse Financial, Inc. (BHF) NuScale Power Corporation (SMR) Carlyle Group, Inc. (CG) Simplify Macro Strategy ETF (FIG) Oklo Inc. (OKLO) Millicom International Cellular S.A. Common Stock (TIGO) Landwolf (WOLF) WEN Token (WEN) Penske Automotive Group, Inc. (PAG) AutoNation, Inc. (AN) Lithia Motors, Inc. (LAD) Clorox Co (CLX) Altria Group Inc (MO) PepsiCo, Inc. (PEP) Flare (FLR) Diageo plc (DEO) America Movil S.A.B de C.V (AMX) LKQ Corporation (LKQ) Alphabet Inc Class A (GOOGL) Chipotle Mexican Grill, Inc. (CMG) Yum! Brands, Inc. (YUM) Gemini Space Station, Inc. Class A Common Stock (GEMI) Semler Scientific, Inc. (SMLR) Strive, Inc. (ASST) MECHANICS BK RICHMOND CAL (MCHB) Burford Capital Limited (BUR) Oxygen (OXY)

Top Social Posts #

Top posts by engagements in the last XX hours

"$TIGO 4.8x Garbage"
X Link @stoked_on_waves 2025-10-06T22:33Z 1901 followers, XXX engagements

"Top indicators in my own trading: I am long recently bk shitco $WOLF because maybe instead of giving them an already legislated grant the feds will steal some of their equity and issue a press release that will weirdly make the stock go up"
X Link @stoked_on_waves 2025-10-10T01:14Z 1901 followers, 1228 engagements

"@SFarringtonBKC I think without knowing the nature of the deferred tax liability that is already on the balance sheet and when or how that would unwind we don't really have a good idea of what they might owe in cash taxes next year"
X Link @stoked_on_waves 2025-10-13T08:30Z 1901 followers, XXX engagements

"@lebron_ex I dont really know anything about $wen"
X Link @stoked_on_waves 2025-10-13T01:37Z 1902 followers, XXX engagements

"I like the part in the new Greenlight letter where @davidein mentions that $BHF is like .3x book and X forward PE while saying that $BHF should absolutely sell 🫡"
X Link @stoked_on_waves 2025-09-23T19:46Z 1902 followers, 6921 engagements

"Exciting potential price targets possible in applying US multiples to businesses in any industry anywhere else in the world"
X Link @stoked_on_waves 2025-10-06T22:50Z 1902 followers, XXX engagements

""by fracking Antarctica we can save the world""
X Link @stoked_on_waves 2025-10-15T16:53Z 1901 followers, XXX engagements

"@Investor_NICK_ wait until you hear what munger had to say about the crypto bros"
X Link @stoked_on_waves 2025-10-12T01:03Z 1902 followers, XXX engagements

"@Klad_blok @chrisvirnig @fabreres lots of tiny holders left over further entrenches board which seems like goal here. odd lot benefits tiny arbs over larger holders so not sure what you mean by balance"
X Link @stoked_on_waves 2025-10-15T16:03Z 1901 followers, XX engagements

"@oilgastourist Quoting figures in Iraqi Dinar to make the number seem big. 85150.00 ./bbl 😂"
X Link @stoked_on_waves 2025-10-06T20:16Z 1902 followers, XXX engagements

"@Aureliusltd28 Tell me about what happens if/when $WLN.pa loses IG rating"
X Link @stoked_on_waves 2025-07-31T16:28Z 1901 followers, XXX engagements

"@acidinvestments I have seen folks leak their own fake go private to delay or dodge a margin call notably $VNET. what makes you think this is happening here"
X Link @stoked_on_waves 2025-10-14T16:17Z 1901 followers, XXX engagements

"What did I learn from getting out of shape Nothing I already knew I wasnt supposed to do that"
X Link @stoked_on_waves 2025-10-12T18:51Z 1901 followers, 1081 engagements

"$PAG $AN $LAD all huge winners over time. Why"
X Link @stoked_on_waves 2025-09-01T21:52Z 1902 followers, XXX engagements

"did clorox $CLX stock go up when the donald recommended injecting yourself with bleach to cure covid"
X Link @stoked_on_waves 2025-09-22T21:49Z 1901 followers, XXX engagements

"$ccoi up XX% from margin call day"
X Link @stoked_on_waves 2025-10-02T16:21Z 1901 followers, 6400 engagements

"@Jabber563715 @orrdavid Being good at betting on horse races moves the lines closer to correct providing liquidity and giving other gamblers prices that are closer to fair"
X Link @stoked_on_waves 2025-10-13T00:52Z 1902 followers, XX engagements

"how many more turns need $MO go up before I can L/S $pep/$mo"
X Link @stoked_on_waves 2025-10-07T22:23Z 1902 followers, XXX engagements

"@ClarkSquareCap @kingdomcapadv @dan_rogala you manage to steal someone's brokerage account credentials and log in. pulling the money out to your bank would be very hard and maybe incriminating its linked to the owners bank. 1/2"
X Link @stoked_on_waves 2025-10-13T20:56Z 1901 followers, XXX engagements

"@kingdomcapadv @ClarkSquareCap @dan_rogala I would assume this is some kind of liquidation of a compromised account if you cant find news"
X Link @stoked_on_waves 2025-10-13T20:49Z 1902 followers, XXX engagements

"@invertedfragil1 They also don't mention CFIUS. Sooooo. they are in talks to sell everything presumably to their contract manufacturers who have cheaper engineers and could get value out of the brand but somehow they are still losing money and didn't fire the engineers yet"
X Link @stoked_on_waves 2025-10-06T03:04Z 1902 followers, XXX engagements

"$SMR goes down every day at XX because thats when $FLR selling starts Plz advise"
X Link @stoked_on_waves 2025-10-08T17:30Z 1902 followers, XXX engagements

"Someday it will be time for $deo"
X Link @stoked_on_waves 2025-09-09T01:05Z 1901 followers, 1064 engagements

"@invertedfragil1 the thing is this is just an engineering company and shouldn't have a completely dire unfixable cost structure. $CG didn't take warrants this time don't know what that means"
X Link @stoked_on_waves 2025-10-06T03:06Z 1902 followers, XXX engagements

"$AMX trades at 5x ebitda It must also be garbage"
X Link @stoked_on_waves 2025-10-06T22:31Z 1901 followers, XXX engagements

"@DarkfireCapital @chrisvirnig @hfreflection $1821.hk was a good one same mechanism sorta for $ccoi"
X Link @stoked_on_waves 2025-09-22T05:32Z 1901 followers, XXX engagements

"Chat are iron and aluminum forever chemicals"
X Link @stoked_on_waves 2025-10-15T03:38Z 1901 followers, XXX engagements

"@blondesnmoney Our boy @pulte lowering the rents charged to end user not so bad. yay capitalism"
X Link @stoked_on_waves 2025-10-14T20:43Z 1901 followers, 1612 engagements

"Funny that looking back that 12x overvalued $LKQ"
X Link @stoked_on_waves 2025-08-31T17:01Z 1902 followers, 1329 engagements

"@Jabber563715 @orrdavid You joke but is counting cards at blackjack or having an edge in betting horse races really any different than most quant strategies"
X Link @stoked_on_waves 2025-10-12T17:34Z 1902 followers, XX engagements

"On the basis of actually visiting the restaurants I would be much more comfortable owning $loco vs $jack"
X Link @stoked_on_waves 2025-10-13T01:30Z 1902 followers, 1167 engagements

"$BPPTU XXXX cents initial distribution not so bad @thewritser @hughieforbes @theotheraharon Expected to be final distribution"
X Link @stoked_on_waves 2025-10-10T20:13Z 1901 followers, XXX engagements

"Google has 350x as much revenue as tier one network $ccoi"
X Link @stoked_on_waves 2025-08-08T15:46Z 1901 followers, XXX engagements

"@blondesnmoney @pulte on the subject why is $FNMA worth 11B at market"
X Link @stoked_on_waves 2025-10-14T20:49Z 1901 followers, 1070 engagements

"@1lemonaday Also is this a $BHF thing where the spin is happening because Sony doesnt want some fat liability tail"
X Link @stoked_on_waves 2025-10-11T00:23Z 1901 followers, XXX engagements

"Can Sophie save my $wln.pa bag No. She seems cool though"
X Link @stoked_on_waves 2024-12-04T02:02Z 1901 followers, 1039 engagements

"1 DOGE = X DOGE"
X Link @stoked_on_waves 2025-10-11T02:17Z 1901 followers, XXX engagements

"@Jabber563715 @orrdavid I mean I like the stock market because it matters to the real world. But the practice of trading is not so mechanically different than any other kind of gambling and is usually zero sum at best"
X Link @stoked_on_waves 2025-10-13T00:54Z 1902 followers, XX engagements

"interesting to think about how greenmail tax works looking at $KROS and how that shapes HF behavior"
X Link @stoked_on_waves 2025-10-15T16:37Z 1901 followers, XXX engagements

"We think this Latin American telco business is worth 7x ebitda. Other Latin american telco businesses trade for less We are aware of that its because theyre garbage"
X Link @stoked_on_waves 2025-10-06T22:30Z 1901 followers, XXX engagements

"You guys bid a noncumulative pref that may or may not pay divs but doesnt now to XX% yield"
X Link @stoked_on_waves 2025-10-15T04:07Z 1901 followers, XXX engagements

"last jockey bet pair was $VIRT/$FIG this one isn't as good but could still be entertaining once we get more GEMI shares"
X Link @stoked_on_waves 2025-09-18T17:29Z 1901 followers, XXX engagements

"Suppose LOCO is priced more like $CMG whereas $Jack price competition is $yum"
X Link @stoked_on_waves 2025-10-13T01:51Z 1902 followers, XXX engagements

"I was too optimistic but reserve release saves my IRR. Credit to guess of XX cents"
X Link @stoked_on_waves 2025-10-10T20:15Z 1902 followers, XXX engagements

"Long $META/Short $GEMI "the social network trade""
X Link @stoked_on_waves 2025-09-18T17:27Z 1902 followers, XXX engagements

"ok I am now convinced that an odd lot is low odds"
X Link @stoked_on_waves 2025-10-15T16:33Z 1901 followers, XXX engagements

"@blondesnmoney @pulte does fico just exist because the banks don't want to be called racist"
X Link @stoked_on_waves 2025-10-14T20:48Z 1901 followers, XX engagements

"As $OKLO doesn't actually do anything nothing can go wrong. Shorting value traps so much easier bad things happen to value traps all the time"
X Link @stoked_on_waves 2025-10-13T16:26Z 1901 followers, XXX engagements

"@orrdavid the distribution of winnings from trading in equities is zero sum even while the indices and index constituents themselves create value 🤷♂"
X Link @stoked_on_waves 2025-10-12T00:42Z 1902 followers, XXX engagements

"@SFarringtonBKC (1.4M) in taxes per book (7M) reconciling item CFFO"
X Link @stoked_on_waves 2025-10-13T08:21Z 1901 followers, XXX engagements

"@RandolphDuke7 one of my favorites Got me through college but I haven't had in a long time. Maybe a mission for the weekend"
X Link @stoked_on_waves 2025-10-15T16:42Z 1901 followers, XX engagements

"@SFarringtonBKC so you're saying hey if the wrote off 135M of PPE capex in year one for tax purposes their cash tax rate in that year would be zero but it is already pretty close to zero right"
X Link @stoked_on_waves 2025-10-13T08:26Z 1902 followers, XX engagements

"@CapitalShipyard Reputation risk Maybe Ipsen doesnt want bad press for an extra 21M"
X Link @stoked_on_waves 2025-10-10T02:15Z 1901 followers, XXX engagements

"@themagicbakery @vanckzhu $VIRT is maybe longvol with positive carry although maybe it blows up"
X Link @stoked_on_waves 2025-09-01T19:58Z 1901 followers, XXX engagements

"@1lemonaday I feel seen. Why are we paying more than book value for a Japan finco again"
X Link @stoked_on_waves 2025-10-11T00:22Z 1902 followers, XX engagements

"Alright I will do the $ORR/$FFLS pair trade for entertainment. The last shitpunt pair trade $VIRT/$FIG worked better than I deserved"
X Link @stoked_on_waves 2025-01-30T17:20Z 1902 followers, 2034 engagements

"Lolololol $smlr / $asst is negative spread now"
X Link @stoked_on_waves 2025-10-10T22:05Z 1901 followers, 1796 engagements

"@SowingAlphaSeed @FriendlyCapMgmt Seems like maybe you can play same game with $MCHB"
X Link @stoked_on_waves 2025-03-31T19:16Z 1900 followers, XXX engagements

"@SFarringtonBKC yeah not so bad. the thing that I was thinking about was heh this does nothing to EBITDA which is what they would report"
X Link @stoked_on_waves 2025-10-13T08:28Z 1901 followers, XX engagements

"Ok why did this bet go catastrophically wrong for our $wln.pa buyer BaFin a little more fussed about Wirecard than we thought This thing has to be pretty close to a proper shitco at this point"
X Link @stoked_on_waves 2024-10-10T02:54Z 1901 followers, 1278 engagements

"@SFarringtonBKC and then there is 145M of deferred tax liability on the balance sheet"
X Link @stoked_on_waves 2025-10-13T08:22Z 1902 followers, XXX engagements

"wonder if the $OKLO $SMR bulls will ever learn the valuation westinghouse traded at BEFORE it bk"
X Link @stoked_on_waves 2025-10-07T18:56Z 1902 followers, 1728 engagements

"lol $BUR lunch money"
X Link @stoked_on_waves 2025-09-08T19:54Z 1902 followers, 1013 engagements

"10/24 extension X $CG doesn't seem like they want to own $IRBT and bk would plausibly reduce value of asset overall"
X Link @stoked_on_waves 2025-10-06T02:52Z 1902 followers, 1649 engagements

"$oxy Are people suspicious that Vicki didn't get the better end of the trade with uncle warren"
X Link @stoked_on_waves 2025-10-02T17:08Z 1901 followers, 1520 engagements

"@ClarkSquareCap @kingdomcapadv @dan_rogala so you take your own brokerage account and buy some illiquid shitco. then you use all of the equity in the stolen account and then some to blast the price of said shitco up after hours and sell for a profit in your account. Much easier way to steal harder to get caught"
X Link @stoked_on_waves 2025-10-13T20:58Z 1901 followers, XXX engagements

"Guys I forgot what the extremely illiquid zoo safari park stock is called"
X Link @stoked_on_waves 2025-10-13T01:39Z 1901 followers, XXX engagements

"@KarstResearch Considering averaging down on $WLN.pa bag. I bought a little $MBIN today. Along with @gruust drawn to despair and misery like a fly to shit"
X Link @stoked_on_waves 2025-07-31T07:33Z 1901 followers, XXX engagements

"I guess $jack has more drivethru biz and thats better margin Idk bro. Your stuck with Sardar either way"
X Link @stoked_on_waves 2025-10-13T01:34Z 1902 followers, XXX engagements