# ![@77AugustWest72 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1749636633744613376.png) @77AugustWest72 AugustWest

AugustWest posts on X about $smci, $byon, $pltr, $ypf the most. They currently have [---] followers and [----] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1749636633744613376/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1749636633744613376/c:line/m:interactions.svg)

- [--] Week [------] +155%
- [--] Month [------] -7.70%
- [--] Months [-------] +107%
- [--] Year [-------] -9.30%

### Mentions: [--] [#](/creator/twitter::1749636633744613376/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1749636633744613376/c:line/m:posts_active.svg)

- [--] Month [--] -82%
- [--] Months [---] +59%
- [--] Year [-----] -0.37%

### Followers: [---] [#](/creator/twitter::1749636633744613376/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1749636633744613376/c:line/m:followers.svg)

- [--] Week [---] +1.80%
- [--] Month [---] +2.90%
- [--] Months [---] +22%
- [--] Year [---] +113%

### CreatorRank: [---------] [#](/creator/twitter::1749636633744613376/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1749636633744613376/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  [stocks](/list/stocks)  [cryptocurrencies](/list/cryptocurrencies)  [countries](/list/countries)  [technology brands](/list/technology-brands)  [travel destinations](/list/travel-destinations)  [celebrities](/list/celebrities)  [automotive brands](/list/automotive-brands)  [us election](/list/us-election)  [musicians](/list/musicians) 

**Social topic influence**
[$smci](/topic/$smci), [$byon](/topic/$byon), [$pltr](/topic/$pltr), [$ypf](/topic/$ypf), [nvda](/topic/nvda), [mstr](/topic/mstr), [$nvda](/topic/$nvda), [dell](/topic/dell), [debt](/topic/debt), [argentina](/topic/argentina)

**Top accounts mentioned or mentioned by**
[@dampedspring](/creator/undefined) [@dariocpx](/creator/undefined) [@parrotcapital](/creator/undefined) [@friendlybearsa](/creator/undefined) [@headrushcapital](/creator/undefined) [@yenoms](/creator/undefined) [@zerohedge](/creator/undefined) [@billackman](/creator/undefined) [@marcuslemonis](/creator/undefined) [@financelancelot](/creator/undefined) [@sultanknish](/creator/undefined) [@elonmusk](/creator/undefined) [@mrderivatives](/creator/undefined) [@visegrad24](/creator/undefined) [@kaihiwatari02](/creator/undefined) [@gardinerisland](/creator/undefined) [@jracny](/creator/undefined) [@chesschick01](/creator/undefined) [@realdonaldtrump](/creator/undefined) [@geigercapital](/creator/undefined)

**Top assets mentioned**
[Super Micro Computer, Inc. Common Stock (SMCI)](/topic/$smci) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [YPF Sociedad Anonima (YPF)](/topic/$ypf) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Dell Technologies, Inc. (DELL)](/topic/dell) [Strategy (MSTR)](/topic/$mstr) [Synopsys, Inc. (SNPS)](/topic/$snps) [Bed Bath & Beyond Inc (BBBY)](/topic/$bbby) [Cameco Corporation (CCJ)](/topic/$ccj) [Agnico Eagle Mines Ltd. (AEM)](/topic/$aem) [Cadence Design Systems Inc (CDNS)](/topic/$cdns) [Bitcoin (BTC)](/topic/bitcoin) [Enterprise Products Partners, LP. (EPD)](/topic/$epd) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [Sable Offshore Corp. (SOC)](/topic/$soc) [ANSYS, Inc. (ANSS)](/topic/$anss) [Arbor Realty Trust, Inc. (ABR)](/topic/$abr) [Lear Corporation (LEA)](/topic/$lea) [KULR Technology Group, Inc. (KULR)](/topic/kulr) [Wormhole (W)](/topic/$w) [GrokCoin (GROKCOIN)](/topic/grok) [Altair Engineering Inc. Class A Common Stock (ALTR)](/topic/$altr) [MP Materials Corp. (MP)](/topic/$mp) [Rocket Companies, Inc. (RKT)](/topic/$rkt) [iShares BTC Trust (IBIT)](/topic/$ibit) [Energy Transfer, LP. (ET)](/topic/$et) [Dogecoin (DOGE)](/topic/doge) [Camping World Holdings, Inc. (CWH)](/topic/$cwh)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@HedgeyeRetail Lemonis premium - yes it's gone. Chodes has made a spectacle of himself recently - we are seeing a public Shark Jump. Pink Sheet listed weed stocks Incoherrent Spaces sessions Ad Hominem attacks One questions Lemonis' judgement in the association"  
[X Link](https://x.com/77AugustWest72/status/1787853817998143594)  2024-05-07T14:35Z [--] followers, [---] engagements


"@jracny @jracny you seem up to speed with the various aspects of the $ABR Balance Sheet. Could you please help me to understand how to conceptually reconcile the CLO test results in the 10Q with the DSCR results which we see referenced"  
[X Link](https://x.com/77AugustWest72/status/1789468726238367943)  2024-05-12T01:32Z [--] followers, [---] engagements


"@jracny @jracny can you please explain how to properly treat restricted cash accumulating in the various CLO strutures My understanding is that this cash can be used within the particular CLO structure for new investments or purchase loans from the collateral pool Is this accurate"  
[X Link](https://x.com/77AugustWest72/status/1789480693397135831)  2024-05-12T02:20Z [--] followers, [--] engagements


"@jracny So it sounds like the DSCR data (which appear in "viceroy" tabloids) are accurate but are only relevant if for example repo lenders start pulling credit lines. Then $ABR might be forced to quickly liquidate a portion of the loan portfolio"  
[X Link](https://x.com/77AugustWest72/status/1789678129830899776)  2024-05-12T15:24Z [--] followers, [---] engagements


"Prediction - $RILY is planning to go full blown MEME stock by making Majic Jack + Targus into an AI Play. Just imagine if you put an Nvidia chip into a Majic Jack and sold it with a Targus case. When the CEO tells you Majic Jack is the best they got - believe him"  
[X Link](https://x.com/77AugustWest72/status/1790925474467844600)  2024-05-16T02:01Z [--] followers, [---] engagements


"@zerohedge Investors exiting SREIT/BREIT through gated withdrawls will take the imparied capital and put in into BCRED or other gated illiquid private credit fund (paying another round of comissions/fees)"  
[X Link](https://x.com/77AugustWest72/status/1791998063084736823)  2024-05-19T01:03Z [--] followers, [---] engagements


"@zerohedge Yes. because the Prez of an OPEC oil producer would think nothing nothing at all of getting into a [--] year old Bell helicopter in the fog and going full Kobe Bryant with his entire entourage. This after a high level mtg in Azerbaijan. I anybody really buying this crap"  
[X Link](https://x.com/77AugustWest72/status/1792398253780316420)  2024-05-20T03:33Z [--] followers, [---] engagements


"@valueseek_inv @valueseek_inv this is a very impressive piece of analysis and great forensic work. Thanks for doing it and thanks for posting it Assuming CORZ equity was not on $RILY balance sheet @ Q1 end and that this transaction occured how should this have been reported in your view"  
[X Link](https://x.com/77AugustWest72/status/1793083916104151266)  2024-05-22T00:58Z [--] followers, [---] engagements


"@DonPalermo5 @valueseek_inv Surely you must have a supeior analysis that you can post Let's see it"  
[X Link](https://x.com/77AugustWest72/status/1793105779400356229)  2024-05-22T02:25Z [--] followers, [--] engagements


"@zerohedge Yes Presidents of nations such as Iran always fly to international summit meetings with heads of state in [--] year old Bell helicopters. They never show concern about flying in fog in remote locations He never got on the HC and got wacked as part of a succession plan"  
[X Link](https://x.com/77AugustWest72/status/1794194363989586316)  2024-05-25T02:30Z [--] followers, [---] engagements


"@elonmusk @jk_rowling Assume you are employed in NY City. A co-worker tells the boss you were seen in a MAGA hat. You get fired for it. Who do you take the case to Also - how many others has this judge done this to Was it the first time"  
[X Link](https://x.com/77AugustWest72/status/1796730362078650446)  2024-06-01T02:27Z [--] followers, [--] engagements


"@PeterBerezinBCA The guy with the New York hat on looks like he agrees. He looks panicked. The guy in the grey is looking away. This could be the $NVDA shark jump but then again there does not seem to be a mania in the crowd"  
[X Link](https://x.com/77AugustWest72/status/1798919950884810905)  2024-06-07T03:28Z [--] followers, [--] engagements


"@zerohedge Was it weird Yes. Did the guy do anything different from the daily discussions on CNBC Not that I could see. Does Roaring Kitty have a cogent investment thesis No. Do most of the talking heads on CNBC No. I don't see the difference"  
[X Link](https://x.com/77AugustWest72/status/1799241699719618928)  2024-06-08T00:47Z [--] followers, [---] engagements


"@StockJabber $GL noting the recent 8(k) discussing "informal" SEC "inquiry" . Do you know if such informal informal activities result in a Wells Notice Or must SEC initiate a formal investigation before a Well Notice can issued"  
[X Link](https://x.com/77AugustWest72/status/1799550433712865471)  2024-06-08T21:13Z [--] followers, [--] engagements


"@AutismCapital Just goes to show everybody likes signing boobs including NVDA CEO. Strange part is that there are guys standing by that are totally disinterested. The picture is obviously fake for that reason In reality 100% of men watching boobs get signed are cheering and spilling beer"  
[X Link](https://x.com/77AugustWest72/status/1799568801497022905)  2024-06-08T22:26Z [--] followers, [--] engagements


"@jracny @AlanTrent11 @jracny does folding this CLO allow them to sell loans to the [--] CLOs that are still in the investment period thus freeing up cash that would otherwise be restricted"  
[X Link](https://x.com/77AugustWest72/status/1800327319057285491)  2024-06-11T00:40Z [--] followers, [---] engagements


"@jracny @AlanTrent11 Not saying crisis but the [--] CLOs in reinvestment period can use their restricted cash to purchase loans from ABR balance sheet. So there are plenty of reasons why they might want to do this. Frauds and "donuts" are very unlikey to do this. Seems to me anyway"  
[X Link](https://x.com/77AugustWest72/status/1800338394482081950)  2024-06-11T01:24Z [--] followers, [---] engagements


"@yenoms @yenoms I didn't see where they said anything about sources of cash for June maturity. $CIM $MITT $RWT $MFA all issued BB recently @ 8-9% cpn range. $SACH would have to pay a premium over that mark. The interim CFO is a problem. There is a real chance they NT the 10Q"  
[X Link](https://x.com/77AugustWest72/status/1801745521239069087)  2024-06-14T22:36Z [--] followers, [--] engagements


"@JoeBiden No. monthly inflation was not 0% in May. The CPI was unchanged in May (supposedly) that is NOT the same as a 0% CPI. I don't know if this is an actual Joe Biden account or if this is some kind of fake but inflation is not Zero"  
[X Link](https://x.com/77AugustWest72/status/1802387220713947341)  2024-06-16T17:06Z [--] followers, [--] engagements


"@EastGlacierMT @NASCAR @joshberry @marcuslemonis Looks like a waste of money. $byon. Any equity issued under the shelf will be paying for this NASCAR team"  
[X Link](https://x.com/77AugustWest72/status/1802528768008827297)  2024-06-17T02:28Z [--] followers, [---] engagements


"@davidorr_31 @marcuslemonis Interesting note - what blended gross margin would one need to get to 21% adj EBITDA margin and how would you think about the revenue mix and gross margins for each of the [--] main brands Agree on CRE value Are you assuming book value for Medici"  
[X Link](https://x.com/77AugustWest72/status/1803420524112126399)  2024-06-19T13:32Z [--] followers, [---] engagements


"@fear_munger @EastGlacierMT @NASCAR @joshberry @marcuslemonis Eyeballs as a KPI How [----] If it's $0.1 it is $1M a race - call it $36M a year shall we Q1 marketing expense was $68M. If you annualize BYON is spending 13% markting budget on NASCAR Team. BYON is a $ losing company. So yea if they do a shelf it will be paying for it"  
[X Link](https://x.com/77AugustWest72/status/1805141321994366999)  2024-06-24T07:30Z [--] followers, [---] engagements


"@yenoms @adoxen $SACH There is also the $38M of ETF Mututal Funds and Bonds. These are level 1&2 assets & must be farily easy to sell. Must have been selling these during the quarter to raise cash If they have to sell mortgages it will get more interesting as marks are probably above market"  
[X Link](https://x.com/77AugustWest72/status/1806746345337999647)  2024-06-28T17:47Z [--] followers, [---] engagements


"@0xDecember @mmauskopf Letter assigns a $10/shr value Medici ventures Do you agree with that How do they get to it How do you reconcile your valuation of $0 stated above with the $10 valuation in the JAT letter The market clearly does not value the crypto/Medici business at $10/shr"  
[X Link](https://x.com/77AugustWest72/status/1806956622574698895)  2024-06-29T07:43Z [--] followers, [--] engagements


"@zerohedge Great way to simultaneously destroy Cosco brand while plunging into the multi-fam CRE business. Great work"  
[X Link](https://x.com/77AugustWest72/status/1807131785123569775)  2024-06-29T19:19Z [--] followers, [--] engagements


"@the_transit_guy Marvy. Well since it would be an "offical act" you would not be liable (thanks SCOTUS). But you would have to get elected first. better not mention the crazy train idea till after you are President"  
[X Link](https://x.com/77AugustWest72/status/1808317608443498576)  2024-07-03T01:51Z [--] followers, [--] engagements


"@ParrotCapital @RasooliSheida in the case of $RILY it is based on a complete lack of understanding of what dividends are what a balance sheet i or what an income statement is. It is based on inability to read a 10K AND total lack of desire to learn"  
[X Link](https://x.com/77AugustWest72/status/1809378464916730185)  2024-07-06T00:06Z [--] followers, [---] engagements


"@garbatrage_ @AlderLaneEggs Gotcha then you will know there is IP current biz and a pipeline of billable business involved. Assuming they got it by calling loans then this might not be a bad acquisition for their prof services biz. Does not move the needle at the $RILY level though"  
[X Link](https://x.com/77AugustWest72/status/1810305369857781977)  2024-07-08T13:30Z [--] followers, [---] engagements


"@garbatrage_ @AlderLaneEggs Companies with distressed engineeing/construction projects need distressed financing so this model could give $RILY a window into the operations of these firms. So there could be "synergy" at some level. It's not core however. This acquisition is noise"  
[X Link](https://x.com/77AugustWest72/status/1810308265550696940)  2024-07-08T13:41Z [--] followers, [--] engagements


"@TheBrokenStock Have been selling 12.50/20 strangles lately. $RILY theta decay has work for me. Again not advice"  
[X Link](https://x.com/77AugustWest72/status/1810326237455454388)  2024-07-08T14:53Z [--] followers, [---] engagements


"@ParrotCapital @DeepSailCapital I have been short $SACH as well took profits last week. $SACH has serious problems not least of which is the fact that it has an "interim CFO" can't refi debt has a deteriorating loan book and a Dec '24 bond maturity. Also have [--] "parternships" on the BS carried at cost"  
[X Link](https://x.com/77AugustWest72/status/1812157452445766108)  2024-07-13T16:09Z [--] followers, [---] engagements


"@VoteMarsha Errr if they gave answers would they still be the Secret Service The person that stood to benefit (if it worked that is) in this whole situation is Biden. This Secret Service simpleton has no clue what happened. Cui Bono - Biden"  
[X Link](https://x.com/77AugustWest72/status/1813795340216312300)  2024-07-18T04:38Z [--] followers, [--] engagements


"@yenoms I can see that now. Congrats I just don't deal with the illiquid prefs and tend not to follow that thread. Looks you did very well with it. Congrats to you"  
[X Link](https://x.com/77AugustWest72/status/1814474456569672031)  2024-07-20T01:36Z [--] followers, [--] engagements


"@zerohedge Aren't Polls frequently wrong Why would these polls be any different. Should Dems establish the precedent that they boot a candidate because of bad polling and a bad debate The Dems had a primary. He was senile then too. If they can't ID senility during primary too bad"  
[X Link](https://x.com/77AugustWest72/status/1814493604372795491)  2024-07-20T02:52Z [--] followers, [--] engagements


"@ParrotCapital @Parrot Very good thanks for the feedback. What made you short Crowdstrike before the event curiously"  
[X Link](https://x.com/77AugustWest72/status/1814833741606629877)  2024-07-21T01:24Z [--] followers, [--] engagements


"@NRO @StrackHaley Based on bad polling and debate performance in [--] debate the Dems are going to toss the presumptive nominee & President. Aren't all polls inaccurate Why would these be any different He is no more senile now than he was on Super Tuesday (Mar 5). Is this a good precendent"  
[X Link](https://x.com/77AugustWest72/status/1814858654157582779)  2024-07-21T03:03Z [--] followers, [--] engagements


"@DougKass @POTUS Do all future Democrat primary winners risk getting their nominaltion pulled because of bad debate/polls This spectacle is exposing the fact that the Democrat Party is nether a party nor democratic. Suggest they avoid giving uncontentested primary wins to senile candidates"  
[X Link](https://x.com/77AugustWest72/status/1815018795553153325)  2024-07-21T13:39Z [--] followers, [--] engagements


"@BillAckman Has anybody seen the briefing by the FBI/Secret Service/DOJ You know the briefing that detailed their professional analysis of this situation and findings. I missed it. The fact is that [--] of the "conspiracy theories" surrounding this event will become the official explanation"  
[X Link](https://x.com/77AugustWest72/status/1815039767190601831)  2024-07-21T15:02Z [--] followers, [--] engagements


"@ianbremmer @spacenerd1224 @ianbremmer - can you share the link to the FBI/DOJ/Secret Service brief detailing professional analysis and conclusions concering the events of last week Seems most have missed it"  
[X Link](https://x.com/77AugustWest72/status/1815042029417886004)  2024-07-21T15:11Z [--] followers, [--] engagements


"@RepLisaMcClain Rep McClain - absolutley outstanding work and you were the only one to get to some key points. Cheatle DID get information from FBI and DID NOT want to share with Congress. She is covering something up"  
[X Link](https://x.com/77AugustWest72/status/1815576625993712080)  2024-07-23T02:36Z [--] followers, [--] engagements


"@ParrotCapital Those dastardly shorts are at it again The shorts conspired in order to twist the Ch [--] laws in a weird way to make $CONN appear to be bankrupt impact $RILY They paid WSJ to publish this stuff. It will all be okay when $RILY pays that fat $.50/share dividend"  
[X Link](https://x.com/77AugustWest72/status/1816285709772157048)  2024-07-25T01:33Z [--] followers, [---] engagements


"@zerohedge Perspectives Trump (stupid party) - better not to run against an incumbant (Kamala Harris) Dem (evil party) - if Harris is the actual candidate it is far better for her to be the incumbant. If Evil Party does actually nominate Harris - expect invocation of 25th before DNC"  
[X Link](https://x.com/77AugustWest72/status/1816441714392863055)  2024-07-25T11:53Z [--] followers, [--] engagements


"@jracny @CECL_Allowance Cylinder of an engine Or Cylinder of revolver I guess we will find out"  
[X Link](https://x.com/77AugustWest72/status/1816445496493265401)  2024-07-25T12:08Z [--] followers, [--] engagements


"@WallStCynic Sure. It is well known that Delegates are free to vote however they want. however The "Democratic" party is using a process which is not particularly democratic thus illuminating their true nature. There are two parties in the US - Stupid Party and Evil Party"  
[X Link](https://x.com/77AugustWest72/status/1816870381971734748)  2024-07-26T16:17Z [--] followers, [--] engagements


"@JrAbbate Your premise is that Biden & Co do not like the capital being ransacked by Hamas. I would challenge this premise. What is more likely - paying off credit card balances or regulating/taxing Visa/MC The latter"  
[X Link](https://x.com/77AugustWest72/status/1816886842790412295)  2024-07-26T17:22Z [--] followers, [--] engagements


"@fightwithmemes Atlas Shrugged"  
[X Link](https://x.com/77AugustWest72/status/1816911375215788148)  2024-07-26T19:00Z [--] followers, [--] engagements


"@jakub864 @RealPunkJob @greg16676935420 @Fityeth A) Trees that lose their leaves in winter certainly do have branches. B) Not all trees lose leaves in Winter. C) Branches have leaves or apples on them. Consider a pear tree with pears on it with all leaves removed. This treee would have branches but no leaves or apples"  
[X Link](https://x.com/77AugustWest72/status/1818058329358483490)  2024-07-29T22:57Z [--] followers, [--] engagements


"@AlderLaneEggs [--] piece of advice would be to avoid being born in NJ. Perhaps he has taken off to explore the Cosmos"  
[X Link](https://x.com/77AugustWest72/status/1818066060861653399)  2024-07-29T23:28Z [--] followers, [--] engagements


"@marcuslemonis @TrumanCooper @BIannarone @0xDecember I think the question concerns sale of HQ freeing $20M of cash and getting assets off the balance sheet. The question is is there another deal in Salt Lake City or is HQ sale the only one"  
[X Link](https://x.com/77AugustWest72/status/1818472741231902775)  2024-07-31T02:24Z [--] followers, [--] engagements


"@NGAS0000 @fear_munger @FlyEaglesFly610 @ngasoooo did you mean that models should assume $80M on balance sheet in cash and equivalents when $BYON becomes EBITDA positive If you meant that - where did you get $80M from and how did you come up with this value when EBITDA becomes positive"  
[X Link](https://x.com/77AugustWest72/status/1818759694946840899)  2024-07-31T21:24Z [--] followers, [---] engagements


"@ParrotCapital Hamas are pawns Asad in Syria the bishop Shi'ite forces in Syria and Iraq the knights Ansar Allah (Houthis) the rook Hezb'Allah (in Lebanon) the Queen Iran the King The King will use all pieces in the response"  
[X Link](https://x.com/77AugustWest72/status/1818789506969215040)  2024-07-31T23:23Z [--] followers, [--] engagements


"@NiohBerg Could be more complex. Hamas is a Muslim Brotherhood entity and Saudi royalty is does not like MB. These restrictions are likey caused by that fact"  
[X Link](https://x.com/77AugustWest72/status/1819735538632724735)  2024-08-03T14:02Z [--] followers, [---] engagements


"@GlobeEyeNews Remember Putin know what weapons he just sold Iran. So if he says leave"  
[X Link](https://x.com/77AugustWest72/status/1819933718896906353)  2024-08-04T03:09Z [--] followers, [--] engagements


"@eloffd This is the code that caused the $CRWD outage"  
[X Link](https://x.com/77AugustWest72/status/1820173735095357594)  2024-08-04T19:03Z [--] followers, [---] engagements


"@Geiger_Capital There exists this thing called a stock market. It is in the cloud. Next to the stock market there is another market called the Yen. It is also in the cloud. The Yen invaded the stock market and we all know that should never happen. Venn Diagram circles shold not overlap"  
[X Link](https://x.com/77AugustWest72/status/1820546234651660460)  2024-08-05T19:43Z [--] followers, [--] engagements


"@sentdefender Russia could find a win in Ukraine if they can de escalte in Iran. pay close attention"  
[X Link](https://x.com/77AugustWest72/status/1820548471830786297)  2024-08-05T19:52Z [--] followers, [---] engagements


"@sentdefender The Pawn - Hamas The Bishop - Asad The Knight - Shi'ite milita in Iraq and Syria The Rook - Ansar Allah (Houthi) The Queen - Hezb'Allah The King - Iran The Player - Putin On the other side. well. we have Biden/Harris That can help to keep it straight"  
[X Link](https://x.com/77AugustWest72/status/1820641140028358879)  2024-08-06T02:00Z [--] followers, [---] engagements


"@JewishSpaceLazr So there are two possibilities 1)Harris is too stupid. 2)Harris/Dems are too antisemitic. To have Shapiro as a running mate. Are we supposed to think that one of these is a good thing"  
[X Link](https://x.com/77AugustWest72/status/1820927312881242329)  2024-08-06T20:57Z [--] followers, [--] engagements


"@justmikekey @sentdefender I totally agree with this and would add that Putin may be able to use his effort in de escalating in Iran as leverage in a Ukraine negotiation. Note - I'd guess that Putin got paid for the weapons either way cuz he is Putin"  
[X Link](https://x.com/77AugustWest72/status/1821147860156739663)  2024-08-07T11:34Z [--] followers, [---] engagements


"@collin_ruth89 It is about status. You want to be higher on the ladder than the others on the flight boarding first is a status symbol and people will pay for it. People want to be on the plane first so they can be seen getting on the plane first"  
[X Link](https://x.com/77AugustWest72/status/1821286795746644466)  2024-08-07T20:46Z [--] followers, [--] engagements


"$SMCI heads up. an NT is not the same as a 10K and NT filings always have language saying they don't expect any impact. File soon or delisting notice"  
[X Link](https://x.com/77AugustWest72/status/1829624910928626096)  2024-08-30T20:59Z [---] followers, [---] engagements


"$SMCI how were the margin calls this week Expect more"  
[X Link](https://x.com/77AugustWest72/status/1829688064249380913)  2024-08-31T01:10Z [---] followers, [---] engagements


"@valueminder That is boiler plate language for an NT filing. The fact that they NTed the 10K is a problem Want to see how this turns out check out $RILY $SMCI"  
[X Link](https://x.com/77AugustWest72/status/1829691238532203000)  2024-08-31T01:22Z [---] followers, [---] engagements


"@FriendlyBearSA @HadrianCap @GillianTan @business $RILY Article did not say there is an amendment. It says they are still working on amendment. It does say that deadline to report finanicals has been extended but does report length of extension. Agree bizarre & 8(k) needed $SMCI A preview of coming attractions buckle up"  
[X Link](https://x.com/77AugustWest72/status/1829702607415492727)  2024-08-31T02:07Z [---] followers, [---] engagements


"@geokoutalidis This kind of statement is common in an NT filing. The statement about "no material changes" is meaninless. Also the 8(k) does NOT say that the review committee is comprised of independent directors or an external firm. The company is investigating itself. Insufficient $SMCI"  
[X Link](https://x.com/77AugustWest72/status/1829879994258255925)  2024-08-31T13:52Z [---] followers, [---] engagements


"@EricJhonsa $SMCI this statement is common in NT filings. Note the caveat - "based on work to date" can change. It also says forming committee but not an external committee and not comprised of independent directors. Insufficient Looks like Saul Goodman wrote this"  
[X Link](https://x.com/77AugustWest72/status/1829881243896594589)  2024-08-31T13:57Z [---] followers, [---] engagements


"$SMCI $RTX fined $200M for illegal exports. Export controls are no joke and the fines are large. @HindenburgRes https://insidedefense.com/daily-news/rtx-pay-200m-fine-allegedly-exporting-defense-tech-china https://insidedefense.com/daily-news/rtx-pay-200m-fine-allegedly-exporting-defense-tech-china"  
[X Link](https://x.com/77AugustWest72/status/1829882424945492000)  2024-08-31T14:02Z [---] followers, [---] engagements


"$SMCI If you need some financing for one of your Taiwan related party suppliers consider Baby Bonds (now that you have issued all the dilutive stock and zero coupon convrts you can). A call to $RILY they are experts and can help 10K filing. Have your tried @MarcumLLP"  
[X Link](https://x.com/77AugustWest72/status/1829910952135049297)  2024-08-31T15:55Z [---] followers, [---] engagements


"@ParrotCapital @ParrotCapital While you are 100% correct from a civil liberties standpoint and this won't end well for anybody the reference to $PLTR is noteworthy"  
[X Link](https://x.com/77AugustWest72/status/1829945720230854972)  2024-08-31T18:13Z [---] followers, [--] engagements


"@AlderLaneEggs @SheehyforMT @TuckerCarlson @gmorgenson @NBCNews From Sunbeam to VRX to FTX to Silvergate to RILY to SMCI the song always remains the same"  
[X Link](https://x.com/77AugustWest72/status/1829983464302789084)  2024-08-31T20:43Z [---] followers, [--] engagements


"@truthseeker281 @spqrest @Supermicro_SMCI $SMCI did not say that - I would hope you are aware of this. They did not give any deadline in their NT filing"  
[X Link](https://x.com/77AugustWest72/status/1830085630736629969)  2024-09-01T03:29Z [---] followers, [---] engagements


"$SMCI selling high tech equipment to the Russians. During Ukraine War Yikes Only one way out of that kind of problem. You'll need $125K and a call to Saul Goodman. @HindenburgRes"  
[X Link](https://x.com/77AugustWest72/status/1830113665892434036)  2024-09-01T05:21Z [---] followers, [---] engagements


"@ValueStockGeek The left does not like capital gains. Unless of course it is their capital gains"  
[X Link](https://x.com/77AugustWest72/status/1830242077214687308)  2024-09-01T13:51Z [---] followers, [--] engagements


"@Deez202Nutz Valuation is not that low. $SMCI trades at an EV/EBITDA multiple comparable to $DELL and trades at a similar forward PE. Given the issues one might expect $SMCI to trade at a discount to DELL. Just a thought"  
[X Link](https://x.com/77AugustWest72/status/1830437138107863069)  2024-09-02T02:46Z [---] followers, [---] engagements


"@TickerSymbolYOU Hello Alex. Can you please help me understand how D2C cooling with Blackwell would impact a firm like $SMCI with their rack level cooling offerings Does Blackwell D2C devalue the cooling capability from $SMCI by making cooling technology more available to a firm like $DELL eg"  
[X Link](https://x.com/77AugustWest72/status/1830457335074152939)  2024-09-02T04:06Z [---] followers, [---] engagements


"@Eaglecel @TrendSpider @HindenburgRes Here are a few factors for $1200 to $600 move in $SMCI Dilutive Capital Raises Gross Margin Errosion Due to Competition - $DELL Cash Burn As Workcapital Changes Consume Cash"  
[X Link](https://x.com/77AugustWest72/status/1830744778281238849)  2024-09-02T23:09Z [---] followers, [---] engagements


"@gregoryatm @xai No doubt a great accomplishment and yes $SMCI is on the team but are they bringging $DELL in to compete with $SMCI If so that is an issue for $SMCI"  
[X Link](https://x.com/77AugustWest72/status/1830757063561224666)  2024-09-02T23:57Z [---] followers, [---] engagements


"@gregoryatm @xai Gotcha - so you are saying it could easily go either way in terms of $DELL or $SMCI"  
[X Link](https://x.com/77AugustWest72/status/1830762007102136383)  2024-09-03T00:17Z [---] followers, [---] engagements


"@gregoryatm @xai lol he does not return my DMs Thanks for the ideas and input"  
[X Link](https://x.com/77AugustWest72/status/1830767533542322498)  2024-09-03T00:39Z [---] followers, [--] engagements


"@gregoryatm @xai Any reason to think the DELL and SMCI servers will perform differently in terms of quality"  
[X Link](https://x.com/77AugustWest72/status/1830773128324427851)  2024-09-03T01:01Z [---] followers, [--] engagements


"SCOOP - $RILY to build out high tech communications portfolio with new acquisition. All about synergy with $RILY core assets"  
[X Link](https://x.com/77AugustWest72/status/1830773779443953849)  2024-09-03T01:04Z [---] followers, [---] engagements


"@JrAbbate @GillianTan Scoop Doggy Dogg - Sizzle My Nizzle"  
[X Link](https://x.com/77AugustWest72/status/1830779913609384204)  2024-09-03T01:28Z [---] followers, [---] engagements


"$SMCI Weekends are bad for frauds"  
[X Link](https://x.com/77AugustWest72/status/1830796247239995690)  2024-09-03T02:33Z [---] followers, [---] engagements


"$SMCI https://www.zerohedge.com/markets/super-micro-anticipates-no-material-changes-2024-form-10-k-after-delay-hindenburg-short https://www.zerohedge.com/markets/super-micro-anticipates-no-material-changes-2024-form-10-k-after-delay-hindenburg-short"  
[X Link](https://x.com/77AugustWest72/status/1830801783331152344)  2024-09-03T02:55Z [---] followers, [---] engagements


"@zerohedge $SMCI come for the export violations & accounting issues . Stay for the competitive attack by $DELL the loss of market share dropping gross margins and cash burn How much cash is needed to meet FY [----] revenue guide form 8/6 release $2B $2.5B $3B more"  
[X Link](https://x.com/77AugustWest72/status/1830802685140050353)  2024-09-03T02:59Z [---] followers, [---] engagements


"@MrNotAdvice Very much standard boilerplate except the part about forming a committee to review financial controls. Didn't specify Independent Directors either. An Internal Review Commmittee looking into finanical controls $SMCI"  
[X Link](https://x.com/77AugustWest72/status/1830807033035268143)  2024-09-03T03:16Z [---] followers, [--] engagements


"@gregoryatm @xai Thanks for taking the time to respond and yes I don't think anybody is expecting $SMCI to not participate. But Must is smart enough to know not to put all eggs in one basket too"  
[X Link](https://x.com/77AugustWest72/status/1830821965193716023)  2024-09-03T04:15Z [---] followers, [---] engagements


"@Josh_Young_1 @nytimes I swore off the NYT. You Can Too @nytimes Just cut Barron's as well. You Can Too @barronsonline Publish garbage - you get cut particularly in times of inflation"  
[X Link](https://x.com/77AugustWest72/status/1830831861016494257)  2024-09-03T04:55Z [---] followers, [---] engagements


"$SMCI Don't sell AI to Putin"  
[X Link](https://x.com/77AugustWest72/status/1830978652374474848)  2024-09-03T14:38Z [---] followers, [---] engagements


"@FinStockNewz $SMCI nothing new in here except [--] points 1)Making the point that NT and @HindenburgRes report are separate - implying not related 2)Does say $SMCI will address Hburg report at a point in the future Also does not set any expectation about 10K timing. Looking forward to 10K"  
[X Link](https://x.com/77AugustWest72/status/1830984578112118809)  2024-09-03T15:01Z [---] followers, [---] engagements


"@SittingBear0921 $SMCI Saul can help them"  
[X Link](https://x.com/77AugustWest72/status/1831010097600045568)  2024-09-03T16:43Z [---] followers, [---] engagements


"$RILY ***NEWS FLASH*** about [--] nanoseconds before the end of trading DOJ announced they are not REPEAT NOT going to launch an antitrust investigation into Majic Jack. $RILY stock spiked on the news. Saul got them off the hook again"  
[X Link](https://x.com/77AugustWest72/status/1831109702085726614)  2024-09-03T23:19Z [---] followers, [---] engagements


"$SMCI could an $NVDA antitrust investigation extend to $SMCI Make no mistake - DOJ will look into suppliers. People always talk about the "relationship" between the CEOs"  
[X Link](https://x.com/77AugustWest72/status/1831120627450950093)  2024-09-04T00:02Z [---] followers, [---] engagements


"$SMCI DOJ probes into NVDA Yikes Better hope the Putin thing is not true"  
[X Link](https://x.com/77AugustWest72/status/1831128350699753693)  2024-09-04T00:33Z [---] followers, [---] engagements


"@Convertbond Great point The converse from the $SMCI side is. If your largest supplier is locked into an antitrust investigation - is that bullish What could such an investigation open up"  
[X Link](https://x.com/77AugustWest72/status/1831212811965641162)  2024-09-04T06:08Z [---] followers, [--] engagements


"@wallstengine 1)Eroding Gross Margins 2)Losing Market Share - $DELL taking share 3)GB200 (Blackwell) has direct to chip cooling capability (SMCI differentiator) 4)Midpoint of '25 guide is $28B rev. How much cash is required for this More dilutive capital in 2025"  
[X Link](https://x.com/77AugustWest72/status/1831343767330361787)  2024-09-04T14:49Z [---] followers, [---] engagements


"$SMCI longs"  
[X Link](https://x.com/77AugustWest72/status/1831351950748832174)  2024-09-04T15:21Z [---] followers, [--] engagements


"@MichaelAArouet Why Customers generally like Dominos and customers generally dont like Google. Just imagine how it would look if good wasn't a money sucking corrupt monopolistic vampire squid"  
[X Link](https://x.com/77AugustWest72/status/1831460356260270462)  2024-09-04T22:32Z [---] followers, [--] engagements


"$SMCI longs"  
[X Link](https://x.com/77AugustWest72/status/1831854273673781345)  2024-09-06T00:37Z [---] followers, [---] engagements


"***News Flash*** $SMCI longs are very confident clean 10K filing before next week deadline. It seems the CEO issued a letter saying that there was no problem and it is just late. $RILY longs rejoice and go all in. ***End of News Flash***"  
[X Link](https://x.com/77AugustWest72/status/1831855830859485343)  2024-09-06T00:43Z [---] followers, [---] engagements


"@spomboy Could the conversation go like this. Hey Joe. when I get done selling this BofA and Apple stuff can you please stop the takeover of that big steel company You know - for America and all. Sure thing Warren Great - here is your Dairy Queen ice cream"  
[X Link](https://x.com/77AugustWest72/status/1831872047523512453)  2024-09-06T01:48Z [---] followers, [--] engagements


"$SMCI Weekends are very bad for frauds"  
[X Link](https://x.com/77AugustWest72/status/1832078516751655386)  2024-09-06T15:28Z [---] followers, [--] engagements


"@Clem69464530 @MapotherThimas @JrAbbate On the $SMCI board. It it kind of fun. I use these images. Weekends are bad for frauds"  
[X Link](https://x.com/77AugustWest72/status/1832166655453245933)  2024-09-06T21:19Z [---] followers, [--] engagements


"@RampCapitalLLC height weight age and gender (M/F). A picture would be best. Maybe there is a way to send winks/hearts/likes to select passengers via the airline app There are lots of ways to improve flying"  
[X Link](https://x.com/77AugustWest72/status/1832611968236318756)  2024-09-08T02:48Z [---] followers, [--] engagements


"@RealJimChanos @tjandthebear Curiously how do you get to the space station w/o SpaceX Call Boeing I supposed you can get there but how would you return"  
[X Link](https://x.com/77AugustWest72/status/1832859488422076739)  2024-09-08T19:12Z [---] followers, [--] engagements


"$RILY Really Is this it Did I miss the 8(k) These are half baked deals at best and if they materialize will continue the trend of the slow liquidation of the firm. This press release is UGLY"  
[X Link](https://x.com/77AugustWest72/status/1833118533225472472)  2024-09-09T12:21Z [---] followers, [---] engagements


"@HadrianCap @rockeyelephant Did they not say that they are retiring a portion of the Sr Secured debt and that this new debt would be non recourse to RILY If they can close it at with reasonable rate terms there is some kind of possible value there it would seem. Am I misreading it"  
[X Link](https://x.com/77AugustWest72/status/1833183743563239891)  2024-09-09T16:40Z [---] followers, [---] engagements


"@valueseek_inv $RILY great thoughts and clearly stated"  
[X Link](https://x.com/77AugustWest72/status/1833212006712938650)  2024-09-09T18:32Z [---] followers, [---] engagements


"@FriendlyBearSA I see you point but . 1)Negotiating this transaction 2)Verge of B/K Are not mutually exclusive and one is possibly a catalyst for the other. Is there heavy BS here Yes Is there a negotiation like this going on at some level Probably Can it close 20-30% chance maybe"  
[X Link](https://x.com/77AugustWest72/status/1833322162087657863)  2024-09-10T01:50Z [---] followers, [--] engagements


"@dampedspring It is a great market for Mechanical Engineers and it is very hard to find good MEs - I have been in the field for +30 years. Having said that I would consider getting an MS particularly in Robotics or other heavily AI driven field. Right after the BS is how I did it"  
[X Link](https://x.com/77AugustWest72/status/1834208011759374745)  2024-09-12T12:30Z [---] followers, [--] engagements


"@DarioCpx @supbro84312 $SMCI I just pulled up the most recent filed Q. So whatever issues you experienced have gone. Even if they restate the old K and Q filings should remain on the SEC site"  
[X Link](https://x.com/77AugustWest72/status/1835328403903508658)  2024-09-15T14:42Z [---] followers, [---] engagements


"@MrMention31415 No their filing was due Friday. They are now late and can expect a delisting notice from Nasdaq. Also access to public capital markets will be restricted. $SMCI"  
[X Link](https://x.com/77AugustWest72/status/1835329309722239320)  2024-09-15T14:46Z [---] followers, [---] engagements


"@malnatsc @MrMention31415 Yes this is correct. $SMCI"  
[X Link](https://x.com/77AugustWest72/status/1835329384120717796)  2024-09-15T14:46Z [---] followers, [---] engagements


"$SMCI weekends are very bad for frauds"  
[X Link](https://x.com/77AugustWest72/status/1835339367034061156)  2024-09-15T15:26Z [---] followers, [---] engagements


"$SMCI longs"  
[X Link](https://x.com/77AugustWest72/status/1835403295969751355)  2024-09-15T19:40Z [---] followers, [---] engagements


"$SMCI CEO escaping via the CA desert. Watch out for the bats"  
[X Link](https://x.com/77AugustWest72/status/1835427801232707939)  2024-09-15T21:17Z [---] followers, [---] engagements


"@AlphonsusOlieh $SMCI = Before picture $RILY = After picture $SMCI is a toxic fraud with deep US national security implications. If you want to see how the $SMCI story ends. just look at $RILY Yes SEC filings matter and Yes stocks can (an do) go down"  
[X Link](https://x.com/77AugustWest72/status/1835780693961662873)  2024-09-16T20:39Z [---] followers, [---] engagements


"@AlderLaneEggs @AureliusValue @FriendlyBearSA There are still executive teams that are dealing with $RILY. I have sent emails to investor relations of certain RILY clients pointing out the obvious credibility issues associated with continuning to do business with them"  
[X Link](https://x.com/77AugustWest72/status/1835854302956458031)  2024-09-17T01:32Z [---] followers, [---] engagements


"@StockJabber Could you please stop by $SMCI and see how the 10K is coming along Maybe count cars in the parking lot A wise man once said that weekends are bad for Frauds"  
[X Link](https://x.com/77AugustWest72/status/1837687567183237282)  2024-09-22T02:57Z [---] followers, [---] engagements


"@DarioCpx Weekends are very bad for Frauds. Before Picture = $SMCI After Picture = $RILY"  
[X Link](https://x.com/77AugustWest72/status/1837709879395643621)  2024-09-22T04:25Z [---] followers, [---] engagements


"@AmandaC02732723 @DarioCpx very good call Of course anybody with information at $SMCI can come forward Protections [--] whistleblowers"  
[X Link](https://x.com/77AugustWest72/status/1837710427670958541)  2024-09-22T04:28Z [---] followers, [---] engagements


"@investing_law Aren't you wonderful"  
[X Link](https://x.com/77AugustWest72/status/1837729001743569020)  2024-09-22T05:41Z [---] followers, [--] engagements


"@DarioCpx $SMCI"  
[X Link](https://x.com/77AugustWest72/status/1837847022331744373)  2024-09-22T13:30Z [---] followers, [---] engagements


"@callistoroll It was unwelcoming to tourists it would be in Japanese. If I went to Japan I would be a tourist and am 100% fine with the menu. Always good to carry cash when traveling as well"  
[X Link](https://x.com/77AugustWest72/status/1837927606110638449)  2024-09-22T18:51Z [---] followers, [--] engagements


"@DarioCpx Nice summaries on $SMCI Riddle me this. why does SMCI carry so much finished goods inventory How much working capital will they need to deliver on $26B-$30B rev guidance More capital raise. that is on top of the grey market and reporting issues you site"  
[X Link](https://x.com/77AugustWest72/status/1837991964995891203)  2024-09-22T23:06Z [---] followers, [---] engagements


"$SMCI Sometimes you have to get the hell out of dodge Weekends are very bad for frauds"  
[X Link](https://x.com/77AugustWest72/status/1837993817779458139)  2024-09-22T23:14Z [---] followers, [---] engagements


"@fundiescapital maybe they will carve out the fab plants turn them into REITs IPO REITs and sell the chip design operating co to a defense contractor"  
[X Link](https://x.com/77AugustWest72/status/1838018724282122565)  2024-09-23T00:53Z [---] followers, [---] engagements


"@NotAnother_Furu Yes $RILY had 175%+ IV and was #1 shorted stock at the time. Also the 10K filing for $RILY coincided with a Roaring Kitty meme that impacted all heavily shorted stocks (for a 2-3 days). Sure $SMCI will pop if they file a clean 10K but they could also restate [----] and prior"  
[X Link](https://x.com/77AugustWest72/status/1838040294081876342)  2024-09-23T02:18Z [---] followers, [---] engagements


"@NotAnother_Furu The other issue with $SMCI is that it is very simple. This is a revenue gross margin and working capital story. The BS is simple and op ex is very small. So it is much easier to assess impact of any restatement. $RILY was different and somewhat harder to understand"  
[X Link](https://x.com/77AugustWest72/status/1838040960330240016)  2024-09-23T02:21Z [---] followers, [---] engagements


"@NotAnother_Furu Also - if there is a restatement or not they will have to raise $2B+ in capital (IMO). A restatement will not help this at all - either does 10K delay. Point is it is complex and not very similar to RILY"  
[X Link](https://x.com/77AugustWest72/status/1838070776374706598)  2024-09-23T04:19Z [---] followers, [--] engagements


"@jracny Curious is $ABR still the worst short possible in the mREIT sector in 2023-2024 or has a different mREIT outperformed $ABR"  
[X Link](https://x.com/77AugustWest72/status/1838071472818106669)  2024-09-23T04:22Z [---] followers, [---] engagements


"@NotAnother_Furu Totally agree it is a growing company and also agree that if there are issues they are probably in rev rec. But Restatement or not I am also focused on competition causing loss of market share and gross margin errosion. $SMCI does not have a monopoly in DLC servers"  
[X Link](https://x.com/77AugustWest72/status/1838074646538940529)  2024-09-23T04:35Z [---] followers, [---] engagements


"@Greg94Flood It's ok to buy junk credits It's ok to use leverage It's ok to invest in illiquid assets BUT DONT MIX THEM. Highly leveraged illiquid garbage is a universally bad strategy"  
[X Link](https://x.com/77AugustWest72/status/1839169831834206645)  2024-09-26T05:07Z [---] followers, [--] engagements


"$SMCI a weekend is coming up. Weekends are very bad for Frauds just ask $RILY Yikers"  
[X Link](https://x.com/77AugustWest72/status/1839322164807503993)  2024-09-26T15:12Z [---] followers, [---] engagements


"$SMCI longs. If you take the Brown Acid you will wind up like $RILY longs. Tax Loss Selling kiddies"  
[X Link](https://x.com/77AugustWest72/status/1839328337925493180)  2024-09-26T15:37Z [---] followers, [---] engagements


"$SMCI CEO getting the hell out of Dodge City running across desert. Don't worry about DOJ - better worry about Vlad. Perhaps he will see $RILY CEO out there"  
[X Link](https://x.com/77AugustWest72/status/1839329100361847224)  2024-09-26T15:40Z [---] followers, [---] engagements


"$NVDA better diversify your supply chain fast. $SMCI is in a spot of trouble. If you don't move quickly to $DELL you will be begging $RILY for the rights to Majic Jack"  
[X Link](https://x.com/77AugustWest72/status/1839329895094366704)  2024-09-26T15:43Z [---] followers, [---] engagements


"$SMCI $ABR $RILY It is interesting when you compare today's WSJ article to similar WSJ/BBG articles. the $SMCI article relies more more heavily on the statements of the whistle blower. https://www.wsj.com/tech/justice-department-probes-server-maker-super-micro-computer-2ca6a4d3mod=livecoverage_web https://www.wsj.com/tech/justice-department-probes-server-maker-super-micro-computer-2ca6a4d3mod=livecoverage_web"  
[X Link](https://x.com/77AugustWest72/status/1839355248546357437)  2024-09-26T17:23Z [---] followers, [---] engagements


"@jracny @jracny I thought you might find looking at this article interesting in comparison to similar articles posted based on Viceroy "research" in WSJ/BBG re $ABR. This one is just more credible. https://www.wsj.com/tech/justice-department-probes-server-maker-super-micro-computer-2ca6a4d3mod=livecoverage_web https://www.wsj.com/tech/justice-department-probes-server-maker-super-micro-computer-2ca6a4d3mod=livecoverage_web"  
[X Link](https://x.com/77AugustWest72/status/1839358972366901297)  2024-09-26T17:38Z [---] followers, [---] engagements


"$SMCI Don't wind up like Al Dunlap. Don't ship bricks Just Say No"  
[X Link](https://x.com/77AugustWest72/status/1839416687529164932)  2024-09-26T21:28Z [---] followers, [---] engagements


"$SMCI Longs - Don't Be Like foolish $RILY longs. Don't Average Down. Life is just better that way"  
[X Link](https://x.com/77AugustWest72/status/1839443238308241505)  2024-09-26T23:13Z [---] followers, [---] engagements


"$NVDA #3 customer is $SMCI. Let that sink in #3 Customer is $SMCI Diversify your supply chain with $DELL"  
[X Link](https://x.com/77AugustWest72/status/1839443595230638270)  2024-09-26T23:15Z [---] followers, [---] engagements


"@jracny in fairness if they were not protesting NYC mayor NYC police would not have done a thing"  
[X Link](https://x.com/77AugustWest72/status/1839482288456765907)  2024-09-27T01:48Z [---] followers, [--] engagements


"$SMCI . Don't ship bricks Learn from Chainsaw Al (Sunbeam) and Mike Pearson (Valeant). $NVDA this is time to pay attention to your supply chain (hint $DELL)"  
[X Link](https://x.com/77AugustWest72/status/1839502948549734543)  2024-09-27T03:10Z [---] followers, [---] engagements


"$SMCI When you see cockroaches (like delayed 10K filings or declining gross margins) There is always another cockroach. We will see many more out of $SMCI. Sooner or later somebody blows the whistle"  
[X Link](https://x.com/77AugustWest72/status/1839504602451829220)  2024-09-27T03:17Z [---] followers, [---] engagements


"@stiegeler142647 @FinanceLancelot $SMCI sure. it is late why would a new auditor sign off on accounting fraud Riddle me this. whey prey tell do they need so much finished goods inventory"  
[X Link](https://x.com/77AugustWest72/status/1839513377489535455)  2024-09-27T03:52Z [---] followers, [---] engagements


"$SMCI Hey Mike - fly up to San Jose and fix our friend Sure thing Vlad Don't Ship Bricks to Putin"  
[X Link](https://x.com/77AugustWest72/status/1839518451708125209)  2024-09-27T04:12Z [---] followers, [---] engagements


"@ParrotCapital Restatement. Gross Margins Decline. Musk sourcing 50% of collossus to DELL. Lack of real proprietary technology. Why so much finished goods inventory on hand - related parties Will need to raise capital to deliver on current FY growth guide $28b midpoint. Can it bounce Yes"  
[X Link](https://x.com/77AugustWest72/status/1839528579811488188)  2024-09-27T04:52Z [---] followers, [--] engagements


"$SMCI Stock Split [--] for [--] you say Oh Yea That Will Fix It $NVDA you have a problem. If $SMCI went belly up tomorrow who would miss them [--] for [--] Stock Split = Jumping The Shark"  
[X Link](https://x.com/77AugustWest72/status/1839641612009218312)  2024-09-27T12:21Z [---] followers, [---] engagements


"@GregCrennan @bethanymac12 So is the story of Sunbeam and Chainsaw Al Dunlap in that he was an expert channel stuffer $SMCI"  
[X Link](https://x.com/77AugustWest72/status/1839655121371742697)  2024-09-27T13:15Z [---] followers, [---] engagements


"@HeadrushCapital @FriendlyBearSA Sunbeam was one of my first shorts and I learned to always short the celeb CEO brought in by finance companies to fix it. it's kind of like wigs. Chainsaw Al had KMART so crammed full of Sunbeam toasters and breadmakers you could not move"  
[X Link](https://x.com/77AugustWest72/status/1839702869609427242)  2024-09-27T16:25Z [---] followers, [--] engagements


"$SMCI The weekend has started. Weekends are very bad for Frauds"  
[X Link](https://x.com/77AugustWest72/status/1839756870795354497)  2024-09-27T19:59Z [---] followers, [---] engagements


"@Mr_Derivatives $SMCI Prognosis"  
[X Link](https://x.com/77AugustWest72/status/1839758390844895585)  2024-09-27T20:05Z [---] followers, [---] engagements


"@business $SMCI how ever will they make their number now"  
[X Link](https://x.com/77AugustWest72/status/1839801689966096602)  2024-09-27T22:57Z [---] followers, [---] engagements


"@Investingcom $SMCI Revs will collapse"  
[X Link](https://x.com/77AugustWest72/status/1839802295413801318)  2024-09-27T23:00Z [---] followers, [---] engagements


"@energybants @nvidia @ChrisBarnardDL $CCJ"  
[X Link](https://x.com/77AugustWest72/status/1839804346894049754)  2024-09-27T23:08Z [---] followers, [--] engagements


"@sentdefender must continue to prosecute this campaign until the unconditional surrender of Hezb'Allah and The Islamic Resistance Movement (Hamas)"  
[X Link](https://x.com/77AugustWest72/status/1840023237696098461)  2024-09-28T13:38Z [---] followers, [---] engagements


"@DrEliDavid Never trust a leader with colored hair. If he can't be honest about hair color he can't be honest about anyting else. must accelerte campaign and strike targets in now"  
[X Link](https://x.com/77AugustWest72/status/1840024593324487057)  2024-09-28T13:43Z [---] followers, [--] engagements


"@visegrad24 Ever wonder why there is so much red smoke Think they are innocently stashing nitrates in their apartments perhaps"  
[X Link](https://x.com/77AugustWest72/status/1840067670198088185)  2024-09-28T16:34Z [---] followers, [--] engagements


"@sentdefender The time for to invade is now. The time for to conduct airstrikes in is now Get them now while you still have the muscle"  
[X Link](https://x.com/77AugustWest72/status/1840139808741699700)  2024-09-28T21:21Z [---] followers, [--] engagements


"@NRO @NoahCRothman must continue to prosecute the campain until the unconditional surrender of both Hezb'Allah and HAMAS. This includes immediate & rapid ground invasion of "  
[X Link](https://x.com/77AugustWest72/status/1840178823586795934)  2024-09-28T23:56Z [---] followers, [--] engagements


"@TheCriticalDri2 Gag ACK Rings of Power is brain poison"  
[X Link](https://x.com/77AugustWest72/status/1840392568401510582)  2024-09-29T14:05Z [---] followers, [--] engagements


"People talking about $SMCI not trading on Robin Hood due to "corporate action" No clue what this means (if anything) However-Weekends Are Very Bad For Frauds"  
[X Link](https://x.com/77AugustWest72/status/1840651341284127073)  2024-09-30T07:14Z [---] followers, [---] engagements


"@BCakaTheMan @GlassH_Research @Deloitte @Supermicro_SMCI It's E&Y. They changed from Deloitte this year so this will be E&Y first year auditing the 10K. Just a note for those wtih a pulse. Personally I don't love auditor changes particularly for firms with a history of paying fines for accounting violation charges by SEC"  
[X Link](https://x.com/77AugustWest72/status/1840659274042638606)  2024-09-30T07:45Z [---] followers, [---] engagements


"@vileTexan The Democrat party does not care about flyover country USA. That is just a fact"  
[X Link](https://x.com/77AugustWest72/status/1840918713257566453)  2024-10-01T00:56Z [---] followers, [--] engagements


"@AriRianae @clamsauce2 Also - and call me crazy - I think "The Super Sucker" ($39.99) is neither brand named nor for mothers. Suggest $BYON shut of whatever AI Chatbot is doing their marketing and invest in a marketing team quickly. I won't point out the large spend on S&M (no pun meant) at $BYON"  
[X Link](https://x.com/77AugustWest72/status/1840943303224594520)  2024-10-01T02:34Z [---] followers, [---] engagements


"$SMCI - Shipping Bricks = Fraud Don't Ship Bricks"  
[X Link](https://x.com/77AugustWest72/status/1840957478550315086)  2024-10-01T03:30Z [---] followers, [---] engagements


"$SMCI Longs"  
[X Link](https://x.com/77AugustWest72/status/1841188742368747771)  2024-10-01T18:49Z [---] followers, [---] engagements


"@barronsonline The next Guyana is Guyana and the way to play it is $XOM If you want something higher beta go Argentina and $YPF and $VIST"  
[X Link](https://x.com/77AugustWest72/status/1841225132003426534)  2024-10-01T21:14Z [---] followers, [---] engagements


"$BYON $CWH does your CEO have a nickname"  
[X Link](https://x.com/77AugustWest72/status/1841308870070632503)  2024-10-02T02:46Z [---] followers, [---] engagements


"$SMCI Q1 OVER 10Q will be due 11/12. How ever will we know if $SMCI made their Q1 goal of $6.5B to $7.5B if they have not filed 10K by then"  
[X Link](https://x.com/77AugustWest72/status/1841623259948724515)  2024-10-02T23:36Z [---] followers, [---] engagements


"$BYON an interesting blast from the past and an adventure in rebranding retail. Is $BYON doing any of these top [--] things Johnson was in brought as CEO by hedge fund manager (Bill Ackman) to transorm JCP Note the [--] month time frame (it was too long) https://chiefexecutive.net/5-critical-errors-that-triggered-ron-johnsons-removal-at-jc-penney/ https://chiefexecutive.net/5-critical-errors-that-triggered-ron-johnsons-removal-at-jc-penney/"  
[X Link](https://x.com/77AugustWest72/status/1841646697857822731)  2024-10-03T01:09Z [---] followers, [---] engagements


"@StealthQE4 Sure but we are talking about Government run schools. One might ask why are Doritos and Cheetos there in the first place"  
[X Link](https://x.com/anyuser/status/1841669621436277016)  2024-10-03T02:40Z [---] followers, [---] engagements


"@gisipen God's Country Prague"  
[X Link](https://x.com/77AugustWest72/status/1841674323150491732)  2024-10-03T02:59Z [---] followers, [--] engagements


"@MidwestHedgie The same people that funded property REITs at the top of the real estate cycle"  
[X Link](https://x.com/77AugustWest72/status/1841679731931943038)  2024-10-03T03:20Z [---] followers, [---] engagements


"$CWH coming up on the anniversary of the [----] IPO Back in Oct [----] came public at $22. Today trading with a $22 handle. Awesome Read about the IPO below. The comments about debt are interesting given the firm's balance sheet. https://www.cnbc.com/2016/10/06/camping-world-holdings-raises-251-million-in-ipo.html https://www.cnbc.com/2016/10/06/camping-world-holdings-raises-251-million-in-ipo.html"  
[X Link](https://x.com/77AugustWest72/status/1841839363694407817)  2024-10-03T13:54Z [---] followers, [--] engagements


"@AlejandroF_Mkt $SMCI this is an agreement to extend deadlines to report financials to Bank of America in support of bank loans. These docs are not the same as a 10K. Q1 10Q is due on Nov [--]. Extensions on bank loans can end badly. Look at the recent example from $RILY $SMCI = Toxic"  
[X Link](https://x.com/77AugustWest72/status/1841950800098333134)  2024-10-03T21:17Z [---] followers, [---] engagements


"@FriendlyBearSA @HadrianCap All he has to do is keep the stock about $50 for [--] days and he gets vested the full amount of the [----] award Is that correct"  
[X Link](https://x.com/77AugustWest72/status/1842020769184022842)  2024-10-04T01:55Z [---] followers, [---] engagements


"$HROW 10K Page F36 is interesting. If the executive team are able to keep the stock price above $50 for [--] consecutive days they get $28m of stock. ProblemWhat happens after that. look out below oh and there is a [----] debt cliff too Longs better git while the gittins good"  
[X Link](https://x.com/77AugustWest72/status/1842029042406396180)  2024-10-04T02:28Z [---] followers, [---] engagements


"$SMCI 10K Ship Bricks - Pay Fine & Restate Revenue Ouch"  
[X Link](https://x.com/77AugustWest72/status/1842206484945371183)  2024-10-04T14:13Z [---] followers, [---] engagements


"@BrianVexe @FriendlyBearSA Sure. You see people open Twitter accounts every day and they all have specific reason for doing so I assume. I intend to make $ but I am not being paid by any speciifc corporation or entity directly for posting. You may not see a difference but I think most do"  
[X Link](https://x.com/77AugustWest72/status/1842238865081319764)  2024-10-04T16:22Z [---] followers, [--] engagements


"$SMCI If you can't rally on a day like today when can you rally Better get that 10K out"  
[X Link](https://x.com/77AugustWest72/status/1842301066198565259)  2024-10-04T20:29Z [---] followers, [---] engagements


"@RasooliSheida @usernamegg4 @6days1week @AlderLaneEggs Are you saying that when(if) ex $RILY brokers go to other firms and if clients are stupid enough to go wtih them then these brokers will recommend these clients dump Baby Bonds in $RILY Sure. I would hope that any advisor would recommend liquidation of these bonds"  
[X Link](https://x.com/77AugustWest72/status/1842336973828341854)  2024-10-04T22:52Z [---] followers, [---] engagements


"@JoseyWalesPace @sboho @ryeandbitters I just find this to be strange at this point. Why is it impossible for $BYON to communicate that they are not $BBBY It is just too bloody complicated and there seems to be nobody that understands what $BYON does who it's customers are and how $BYON goes to market"  
[X Link](https://x.com/77AugustWest72/status/1842583358335074532)  2024-10-05T15:11Z [---] followers, [---] engagements


"@ryeandbitters @JoseyWalesPace @sboho @marcuslemonis I didn't say there was no GTM strategy. I said nobody understands it. Scroll through this site & it's obvious that people don't know if this company sells high tech agricultural software or sextoys. So yes management has declared the GTM strat but the market is confused"  
[X Link](https://x.com/77AugustWest72/status/1842585895473725548)  2024-10-05T15:21Z [---] followers, [--] engagements


"@valuemaverick1 Yes because I don't think it is possible to transform organically into a Fintech firm such that BYON is EBITDA breakeven in [----]. Also have not seen a plan to do so - either has anybody else. Hence it will have to do so as an e-commerce firm"  
[X Link](https://x.com/77AugustWest72/status/1842962421830549925)  2024-10-06T16:17Z [---] followers, [---] engagements


"@valuemaverick1 Sure. One key factor is the CEO/Executive. $BYON is not a TV show where a fake meeting occurs in a fake conference room an exec makes a decree team runs off an perfectly implements vision and then somebody starts crying right before the commercial break. So we will see"  
[X Link](https://x.com/77AugustWest72/status/1843017352935559219)  2024-10-06T19:55Z [---] followers, [---] engagements


"@valuemaverick1 Not bad CWH came public in [----] at $22 has paid $9.64 and currently trades $23.44 that is what an IRR of 5% Good luck to you in your endevour"  
[X Link](https://x.com/77AugustWest72/status/1843034303250448432)  2024-10-06T21:03Z [---] followers, [--] engagements


"@Dhiren_jogia01 @valuemaverick1 Or just stay flat and barely keep up with inflation like CWH (as an example). Could also tank because they need to raise capital. Lots of things it can do"  
[X Link](https://x.com/77AugustWest72/status/1843034961408151712)  2024-10-06T21:05Z [---] followers, [--] engagements


"@valuemaverick1 Me as well. I will leave you with this thought: Beware the celebrety CEO that was brought in by hedge funds to fix up the company. Ask why funds are liquidating positions in BYON and CWH. Spend lots of time looking into JCP and Ron Johnson. Have a good Sunday"  
[X Link](https://x.com/77AugustWest72/status/1843038149989281846)  2024-10-06T21:18Z [---] followers, [--] engagements


"Doing a remodel of [--] bathrooms and looking to save $. At my age a Jacuzzi tub is nice to have. The Loews price for a certain model was $2288.94. You can see the $W price. Bed Bath and Beyond $BYON does not have the exact same item but the closest is posted for comparison"  
[X Link](https://x.com/77AugustWest72/status/1843115612366946475)  2024-10-07T02:26Z [---] followers, [---] engagements


"@RickTurners @douglasritz @elerianm It makes the yield go up. The price of the note goes down when yield goes up. Yes some stocks will be a better bet and fixed coupon bonds are a terrible bet"  
[X Link](https://x.com/77AugustWest72/status/1843269243934228930)  2024-10-07T12:36Z [---] followers, [---] engagements


"@Greg94Flood @AxosBank If they share are not being liquidated now. then when will they be liquidated"  
[X Link](https://x.com/77AugustWest72/status/1843300725696397560)  2024-10-07T14:41Z [---] followers, [---] engagements


"@Sadie_NC $CWH clearly taken out of context but it shows that Executives should stay out of politics. The larger issue is the terrible performance of $CWH Series A stock since [----] IPO"  
[X Link](https://x.com/77AugustWest72/status/1843304166036586693)  2024-10-07T14:55Z [---] followers, [--] engagements


"Baba O $RILY Who is Next is is $AX $HROW"  
[X Link](https://x.com/77AugustWest72/status/1843325234868589034)  2024-10-07T16:19Z [---] followers, [---] engagements


"@ParrotCapital thx for sharing and great work When you construct your options positions do you tend to be a seller or buyer of options Just curious. I tend to be a seller to add theta to long or short positions in the underlying"  
[X Link](https://x.com/77AugustWest72/status/1843437289893970346)  2024-10-07T23:44Z [---] followers, [---] engagements


"@melindiscott @elonmusk I see what you did there And after [--] mins works Kamala Harris over the coals for a couple more days people will be screaming for Big Bad miKe Harris. and all the Big Mike bets pay off"  
[X Link](https://x.com/77AugustWest72/status/1843547058633867420)  2024-10-08T07:00Z [---] followers, [--] engagements


"@FriendlyBearSA Suggest check correlation coeffs for some of these ETFs daily returns vs HROW. could this be the least correlated stock that exists"  
[X Link](https://x.com/77AugustWest72/status/1843746345347362895)  2024-10-08T20:12Z [---] followers, [--] engagements

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