# ![@Ayce2nd Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::953721872.png) @Ayce2nd Ayce

Ayce posts on X about $spy, $gs, $cpri, $5401t the most. They currently have [---] followers and [---] posts still getting attention that total [--] engagements in the last [--] hours.

### Engagements: undefined [#](/creator/twitter::953721872/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::953721872/c:line/m:interactions.svg)

- [--] Week [--] -97%
- [--] Month [-----] +1,333%
- [--] Months [-----] +3.80%
- [--] Year [------] -30%

### Mentions: undefined [#](/creator/twitter::953721872/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::953721872/c:line/m:posts_active.svg)


### Followers: [---] [#](/creator/twitter::953721872/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::953721872/c:line/m:followers.svg)

- [--] Week [---] +1.30%
- [--] Month [---] +4%
- [--] Months [---] +9.10%
- [--] Year [---] +34%

### CreatorRank: undefined [#](/creator/twitter::953721872/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::953721872/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  [finance](/list/finance)  [cryptocurrencies](/list/cryptocurrencies)  [countries](/list/countries)  [technology brands](/list/technology-brands)  [us election](/list/us-election)  [automotive brands](/list/automotive-brands)  [fashion brands](/list/fashion-brands)  [celebrities](/list/celebrities)  [social networks](/list/social-networks) 

**Social topic influence**
[$spy](/topic/$spy), [$gs](/topic/$gs), [$cpri](/topic/$cpri), [$5401t](/topic/$5401t), [$9810t](/topic/$9810t), [$cvna](/topic/$cvna), [bitcoin](/topic/bitcoin), [japan](/topic/japan), [investment](/topic/investment), [$dis](/topic/$dis)

**Top accounts mentioned or mentioned by**
[@julianklymochko](/creator/undefined) [@realjimchanos](/creator/undefined) [@barchart](/creator/undefined) [@ronfilipkowski](/creator/undefined) [@fosspatents](/creator/undefined) [@arbtrader69](/creator/undefined) [@elonmusk](/creator/undefined) [@buccocapital](/creator/undefined) [@cgasparino](/creator/undefined) [@billackman](/creator/undefined) [@wsj](/creator/undefined) [@farzyness](/creator/undefined) [@qcompounding](/creator/undefined) [@talkinbaseball](/creator/undefined) [@carlquintanilla](/creator/undefined) [@fcompounders](/creator/undefined) [@steelworkers](/creator/undefined) [@gordonjohnson19](/creator/undefined) [@bluthcapital](/creator/undefined) [@malonewealth](/creator/undefined)

**Top assets mentioned**
[SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [GammaSwap (GS)](/topic/$gs) [Capri Holdings Limited (CPRI)](/topic/$cpri) [Carvana Co. (CVNA)](/topic/$cvna) [Bitcoin (BTC)](/topic/bitcoin) [DisChain (DIS)](/topic/$dis) [Tesla, Inc. (TSLA)](/topic/$tsla) [Bitwise Bitcoin Strategy Optimum Roll ETF (BITC)](/topic/$bitc) [PancakeSwap (CAKE)](/topic/$cake) [Kohl's Corporation (KSS)](/topic/$kss) [Skechers U.S.A., Inc. (SKX)](/topic/$skx) [Activision Blizzard, Inc. (ATVI)](/topic/$atvi) [Microsoft Corp. (MSFT)](/topic/$msft) [Phillips [--] (PSX)](/topic/$psx) [Nordstrom, Inc. (JWN)](/topic/$jwn) [Tapestry, Inc. (TPR)](/topic/$tpr) [Valero Energy Corporation (VLO)](/topic/$vlo) [JetBlue Airways Corp (JBLU)](/topic/$jblu) [Reserve (RSV)](/topic/reserve) [Heroes of NFT (HON)](/topic/$hon) [Vixco (VIX)](/topic/$vix) [Hess Corp. (HES)](/topic/$hes) [Oxygen (OXY)](/topic/$oxy) [Flipcoin (FLIPCOIN)](/topic/flip) [H&E Equipment Services, Inc. (HEES)](/topic/$hees) [BP p.l.c. (BP)](/topic/$bp) [Feathercoin (FTC)](/topic/$ftc) [JPMorgan Chase (JPM)](/topic/$jpm) [Nike Inc (NKE)](/topic/$nke) [Crocs, Inc. (CROX)](/topic/$crox) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Convex Finance (CVX)](/topic/$cvx) [Twitter Inc (TWTR)](/topic/$twtr) [Unilever plc (UL)](/topic/$ul) [Kroger Co (KR)](/topic/$kr) [Quant (QNT)](/topic/quant) [Helium (HNT)](/topic/helium) [Comcast Corporation (CMCSA)](/topic/$cmcsa) [DraftKings Inc. Class A Common Stock (DKNG)](/topic/$dkng)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Maybe you can have your $cake and eat your $cake also"  
[X Link](https://x.com/Ayce2nd/status/1580265502597074945)  2022-10-12T18:33Z [---] followers, [--] engagements


"$ATVI $msft The political winds smell like the pollution of regulation are finally subsiding and the path is clearing for a beautiful future. If you know you know. If you dont read my past work on the transaction or privately consult me offline"  
[X Link](https://x.com/anyuser/status/1668989312627605506)  2023-06-14T14:30Z [--] followers, [--] engagements


"@FOSSpatents Well here we are sitting on the Precipice $msft / $atvi. Its been a unprecedented tricky extra-innings affair. For those involved in ATVI it certainly was a bullfight. I would not want to be Ms Khan. She may have brought a dull knife to a gunfight Courtroom stairs anybody"  
[X Link](https://x.com/anyuser/status/1671630883281858561)  2023-06-21T21:33Z [--] followers, [----] engagements


"@farzyness Arb is good Well here we are sitting on the Precipice $msft / $atvi. Its been a unprecedented tricky extra-innings affair. For those involved in ATVI it certainly was a bullfight. I would not want to be Ms Khan. She may have brought a dull knife to a gunfight Courtroom steps"  
[X Link](https://x.com/Ayce2nd/status/1671632676472647681)  2023-06-21T21:34Z [---] followers, [--] engagements


"This emotions chart is humorous. How many talented traders and equity analyst suffer this rollercoaster ride. The timely Activision/Microsoft saga $msft $atvi for sure. The $TWTR/ $MUSK contract dispute; yes & Allergan/AbbVie during Covid to name a few"  
[X Link](https://x.com/anyuser/status/1674078336144777221)  2023-06-28T15:32Z [--] followers, [---] engagements


"@FOSSpatents I find it humorous we have dueling academics arguing over antitrust theory facts and bullshit paradigms. Yet Lina Khan is a pure academic - its her call why we are even here. Let her take the stand under Oath. I would love to hear about her CMA conversations"  
[X Link](https://x.com/anyuser/status/1674081229715505156)  2023-06-28T15:47Z [--] followers, [---] engagements


"Antitrust Anticipation. $MSFT $ATVI. Is this the singular largest bet on a single event ever All rise for Judge US District Judge Jacqueline Scott Corley. What say yee This is important history"  
[X Link](https://x.com/anyuser/status/1677088561164681218)  2023-07-06T22:54Z [--] followers, [--] engagements


"@QCompounding How many analysts can look themselves in the face when they ignore the only true statement that correlates to the ECONOMIC VALUE of a security a business and definitely a stock"  
[X Link](https://x.com/anyuser/status/1701284378305806683)  2023-09-11T17:19Z [--] followers, [--] engagements


"Unilever Is Better Off Without Ben and Jerry. Spinning off business to focus on primary business. $DIS and $trian should follow suit. Gambling (ESPN Penn Sports and Streaming ) and Mickey (DIS) need to be divorced. Make Parks the FCF machine it is"  
[X Link](https://x.com/Ayce2nd/status/1770110860423250111)  2024-03-19T15:31Z [---] followers, [--] engagements


"@Barchart Wake up Inflation is real"  
[X Link](https://x.com/Ayce2nd/status/1775228953734602937)  2024-04-02T18:28Z [---] followers, [--] engagements


"@Arbtrader69 The beauty of sensitive information. True or false the suggestion moves markets. Imagine trading in the 1990s when arbs sent analysts to Washington DC and sometimes had literally days to trade before official news dissemination. $cpri $kr $hes"  
[X Link](https://x.com/Ayce2nd/status/1778102738003333256)  2024-04-10T16:48Z [---] followers, [---] engagements


"$CPRI $TPR Mothers Day has been saved by the Justice Department. Fear not the FTC is rumored to block the Capri-Tapestry transaction. Thank you DOJ for protecting American men from literally getting their pocketbooks picked this holiday. Protect the $600+ handbag 🤔"  
[X Link](https://x.com/Ayce2nd/status/1780643969623314835)  2024-04-17T17:06Z [---] followers, [---] engagements


"@JulianKlymochko $CPRI $TPR Mothers Day has been saved by the Justice Department. Fear not the FTC is rumored to block the Capri-Tapestry transaction. Thank you DOJ for protecting American men from literally getting their pocketbooks picked this holiday. Protect the $600+ handbag 🤔"  
[X Link](https://x.com/Ayce2nd/status/1780644924821794968)  2024-04-17T17:10Z [---] followers, [---] engagements


"Did we talk about stock market yet I dont think so. We dont know each other yet so my advice is worthless to you. Nonetheless and I think its the extra innings and a cruel deflation of consumer discretionary wealth assets is underway"  
[X Link](https://x.com/Ayce2nd/status/1790035734776152196)  2024-05-13T15:05Z [---] followers, [--] engagements


"I got my slice of $cake. Did you Maybe you can have your $cake and eat your $cake also Maybe you can have your $cake and eat your $cake also"  
[X Link](https://x.com/Ayce2nd/status/1790471693191786649)  2024-05-14T19:58Z [---] followers, [--] engagements


"@TalkinBaseball_ Steve Kwan represents everything cool about baseball. You would walk past him in the street [----] times out of [---] without realizing the kid is batting .400 in MLB. Love this game"  
[X Link](https://x.com/Ayce2nd/status/1803876711169245444)  2024-06-20T19:44Z [---] followers, [---] engagements


"@Barchart @carlquintanilla FEAR You dont need a quant to understand this signal"  
[X Link](https://x.com/Ayce2nd/status/1820412548555939842)  2024-08-05T10:52Z [---] followers, [---] engagements


"We avoided the wicked guillotine and our proverbial economic balls remain filled with helium and air. Is it the eye of the storm or the crypt of bubbling lava. Lean on physics. Lastly its an absolute masterpiece of a traders market but definitely not a fools playground"  
[X Link](https://x.com/Ayce2nd/status/1820868446290055502)  2024-08-06T17:04Z [---] followers, [--] engagements


"Kamala Harris to Oppose U.S. Steel Purchase https://www.wsj.com/business/deals/kamala-harris-to-oppose-u-s-steel-takeover-bid-859ec0c1st=qzx1fkhnl1jilqp https://www.wsj.com/business/deals/kamala-harris-to-oppose-u-s-steel-takeover-bid-859ec0c1st=qzx1fkhnl1jilqp"  
[X Link](https://x.com/Ayce2nd/status/1830654228127248819)  2024-09-02T17:09Z [---] followers, [--] engagements


"@RonFilipkowski First the SPAC structure was illegally created and of course the founders cross sued each other. So shame on SEC and Justice Department. 2nd. This is a shell to fleece his own MAGA people and thats evident and per the DJT price a job well done"  
[X Link](https://x.com/Ayce2nd/status/1831074526735782295)  2024-09-03T20:59Z [---] followers, [--] engagements


"Nordstrom founders offer $23 per share to take department store private - Reuters https://stocks.apple.com/Ad064k0NZStGOLh4keJVLPg https://stocks.apple.com/Ad064k0NZStGOLh4keJVLPg"  
[X Link](https://x.com/Ayce2nd/status/1831434233497207100)  2024-09-04T20:48Z [---] followers, [--] engagements


"$TWTR $MUSK"  
[X Link](https://x.com/Ayce2nd/status/1832457243553624147)  2024-09-07T16:33Z [---] followers, [---] engagements


"Dont say you were not forewarned Any one know the (MIS) MARK on the banks balance sheet for their $20+ billion financing contribution"  
[X Link](https://x.com/Ayce2nd/status/1832457246803984462)  2024-09-07T16:33Z [---] followers, [--] engagements


"There is no better indication the DJT stock to tell you what MAGA thought of the probabilistic change in attitude from public opinion of the Debate. Add the fact that Trump might dump his locked stock and its near worthless if he loses makes it quite fun https://stocks.apple.com/symbol/DJT https://stocks.apple.com/symbol/DJT"  
[X Link](https://x.com/Ayce2nd/status/1833872626126627034)  2024-09-11T14:18Z [---] followers, [--] engagements


"@JulianKlymochko If you run a passive arbitrage book you should play poker without looking at your hole cards. Merger arbitrage will always outperform AI/dumb money. You cant replicate experience intuition in weighing variable merger fact sets while modeling unique tail risks. Hence Alpha"  
[X Link](https://x.com/Ayce2nd/status/1839394770214674730)  2024-09-26T20:01Z [---] followers, [--] engagements


"Thank goodness for the over-touted Abraham Accords. It truly resolved Middle East conflicts. Like I said at the time it like resolving the Russia/Ukraine war by signing a treaty with Morocco Lichenstein and Scotland. #isreal"  
[X Link](https://x.com/Ayce2nd/status/1840759950722609465)  2024-09-30T14:25Z [---] followers, [---] engagements


"$DIS Still waiting for Disney to optimize the value of the franchise. Only one strategy makes sense for me. Revisit past posts for the answer"  
[X Link](https://x.com/Ayce2nd/status/1848417447822733608)  2024-10-21T17:33Z [---] followers, [--] engagements


"$cake. The sweetness of victory. This is the decade of the money manager. I love it. Game on. $DIS for a second courtship with Mr. Loeb. Props to Mr. Loeb on a courageous entry point. Watching $CAKE been a favorite of mine for an event This is the decade of the money manager. I love it. Game on. $DIS for a second courtship with Mr. Loeb. Props to Mr. Loeb on a courageous entry point. Watching $CAKE been a favorite of mine for an event"  
[X Link](https://x.com/Ayce2nd/status/1848548356022276433)  2024-10-22T02:14Z [---] followers, [--] engagements


"WSJ: An activist investor has built a position in Cheesecake Factory $CAKE (+5%) and is urging the restaurant operator to spin off three of its smaller brands into a separate public company according to people familiar with the matter"  
[X Link](https://x.com/Ayce2nd/status/1848548542303932586)  2024-10-22T02:14Z [---] followers, [--] engagements


"@JulianKlymochko Travesty The FTC can pick anyones pocketbook I guess. Tapestry marginally wins in that $CPRI business softened and deal terms became too generous"  
[X Link](https://x.com/Ayce2nd/status/1849551094541844980)  2024-10-24T20:38Z [---] followers, [---] engagements


"$CPRI. Disaster indeed. Follow my thread and you will understand risk/reward and probabilities. Understand entry points and the role of Time. Finally you can see why options play a pivotal role in structuring a trade when price and vol dictate a winning strategy"  
[X Link](https://x.com/Ayce2nd/status/1849811642546069597)  2024-10-25T13:53Z [---] followers, [---] engagements


"@JulianKlymochko He who has power of the pen 🖊(market definition) owns the the math $CPRI $TPR $FTC"  
[X Link](https://x.com/Ayce2nd/status/1849819644376297785)  2024-10-25T14:25Z [---] followers, [---] engagements


"Seems to me $CPRI may have vertical intrigue for a non-affordable pocketbook/leather luxury manufacturer. After all the FTC and now the Judge have segmented Capri and Tapestry myopically as a defined distinguishable quantifiable protected segment. Time will tell"  
[X Link](https://x.com/Ayce2nd/status/1850229802155827569)  2024-10-26T17:35Z [---] followers, [---] engagements


"Comcast Considers Spin-Out of Cable Networks Streaming Partnerships https://www.wsj.com/business/media/comcast-cmcsa-q3-earnings-report-2024-c802f001 https://www.wsj.com/business/media/comcast-cmcsa-q3-earnings-report-2024-c802f001"  
[X Link](https://x.com/Ayce2nd/status/1851981894021239212)  2024-10-31T13:37Z [---] followers, [--] engagements


"If you know you understand. Follow my thread on $DIS"  
[X Link](https://x.com/Ayce2nd/status/1851982343549903344)  2024-10-31T13:39Z [---] followers, [--] engagements


"Exxon and Chevron Feel Brunt of Cheaper Oil [--]. Hess is feeling the brunt of Arbitration. Lots of oil to go around https://www.wsj.com/business/energy-oil/exxon-and-chevron-feel-brunt-of-cheaper-oil-7aa7461e https://www.wsj.com/business/energy-oil/exxon-and-chevron-feel-brunt-of-cheaper-oil-7aa7461e"  
[X Link](https://x.com/Ayce2nd/status/1852335056305430934)  2024-11-01T13:01Z [---] followers, [--] engagements


"So I make a list of [--] takeout/event candidates every year. I have never hit [--] so I doubt I can repeat. But I am going to try. Check out the respective threads below. This year I nailed $CAKE $DIS short $KSS short $OXY"  
[X Link](https://x.com/Ayce2nd/status/1852347822810554377)  2024-11-01T13:51Z [---] followers, [---] engagements


"Ok. Names I am working on/thinking about for my [--] takeout/events the list gets made Jan [--]. $DIS again. $HAIN for aisle and brands $DKNG for gaming/loyalty tuck-in. More to come"  
[X Link](https://x.com/Ayce2nd/status/1853125651387023652)  2024-11-03T17:22Z [---] followers, [---] engagements


"$GEO. Fun stock to watch going into this week. Election gauge. Swing baby like a pendulum. Government contracts for the border Or not Remember I am not political accept for its cause/effect on economics or unique situations"  
[X Link](https://x.com/Ayce2nd/status/1853450727068225992)  2024-11-04T14:54Z [---] followers, [---] engagements


"$MSOS (Cannibus Industry). An interesting quasi-derivative to the prison business $GEO. Enforcement Drug Scheduling and Safety Act. GEO gains immigration population and loses marijuana incarceration. Fun puzzle"  
[X Link](https://x.com/Ayce2nd/status/1853452250909229367)  2024-11-04T15:00Z [---] followers, [---] engagements


"$BTC. Disclaimer: I have zero judgement regarding the sanctity of this platypus financial product. I do know that its existence relies on a regulatory friendly approach. $Musk of course is the Joker Wildcard so its more than a full deck. https://stocks.apple.com/symbol/BTC-USD https://stocks.apple.com/symbol/BTC-USD"  
[X Link](https://x.com/Ayce2nd/status/1853478386804429105)  2024-11-04T16:44Z [---] followers, [--] engagements


"Merger Arbitrage is a clear winner. Ms. Khan - your pocketbook has been picked clean - $CPRI - CEOs - call your bankers Game On. Banks $C etc - find a partner and consolidate. $X - Batter up keep trying"  
[X Link](https://x.com/Ayce2nd/status/1854153061352280539)  2024-11-06T13:25Z [---] followers, [---] engagements


"$CAKE. If you follow me CAKE has been the optimal prudent entrance point a [--] year ride and today an exit. The valuation now has exceeded my cap valuation and despite an activist campaign- I leave the idea to newer investors 😇 https://stocks.apple.com/symbol/CAKE https://stocks.apple.com/symbol/CAKE"  
[X Link](https://x.com/Ayce2nd/status/1854182596508303368)  2024-11-06T15:22Z [---] followers, [--] engagements


"Amazing grace. $X . Amazing how political can be resolved with a Presidential election. 🤣. Batter up bases loaded"  
[X Link](https://x.com/Ayce2nd/status/1854472336289743197)  2024-11-07T10:33Z [---] followers, [--] engagements


"$GEO. Nailed Theta. Up 42% for a binary idea. I talk about Theta (capturing time) a lot cause its the most difficult options variable to nail. Lots of ideas die cause we se the trade but the market refuses to verify in your timeframe. https://stocks.apple.com/symbol/GEO https://stocks.apple.com/symbol/GEO"  
[X Link](https://x.com/Ayce2nd/status/1854507366395314285)  2024-11-07T12:53Z [---] followers, [--] engagements


"Khan be gone Merger arbitrage is an inventory taker and then a selection game. Think NFL X games to choice from every week (with spread) but you cant lose more than 10% of the games played or you blowup. Khan made selection fragile and biz volatile. No more. Play ball 🙏"  
[X Link](https://x.com/Ayce2nd/status/1855976443609596356)  2024-11-11T14:10Z [---] followers, [--] engagements


"@F_Compounders I worked for a small hedge fund. The PM bet 40% of AUM on refineries (thesis replacement value regulation and op. leverage. Dry well for [--] years and then a generational compound gusher into todays Goliaths $VLO $MPO $PSX. Market efficiency is errant academics r errant too"  
[X Link](https://x.com/Ayce2nd/status/1856102929855590484)  2024-11-11T22:33Z [---] followers, [---] engagements


"Gee. Maybe someone should throw a penalty flag for flagrant interference at the Justice Department. $JBLU https://www.wsj.com/business/airlines/discount-airline-spirit-files-for-bankruptcy-e63e366c https://www.wsj.com/business/airlines/discount-airline-spirit-files-for-bankruptcy-e63e366c"  
[X Link](https://x.com/Ayce2nd/status/1858550313864577278)  2024-11-18T16:38Z [---] followers, [--] engagements


"$x remains a politically complex arbitrage. The duration for the CFIUS decision and Presidential approval straddles (i) either a decision from the lame duck Biden administration or (ii) a flip to the Trump administration to deal with the politics. $55/per share"  
[X Link](https://x.com/Ayce2nd/status/1859258097304281455)  2024-11-20T15:30Z [---] followers, [---] engagements


"$kss for those who follow me you know I have short $kss since [----] when I declared $KSS is Caldors and will suffer the same fate. Here is fate. $KSS depends on concentrated suppliers. Its holiday season. LBO Recap Chapter 7/11 $KSS (-18.0% pre) Kohl's Stock Crashes 17% as Weak Performance and CEO Shake-Up Rock Investor Confidence https://t.co/bMiBmMSgLQ $KSS (-18.0% pre) Kohl's Stock Crashes 17% as Weak Performance and CEO Shake-Up Rock Investor Confidence https://t.co/bMiBmMSgLQ"  
[X Link](https://x.com/Ayce2nd/status/1861404999974027368)  2024-11-26T13:41Z [---] followers, [---] engagements


"$X - Reuters reporting Japanese PM directly asking Biden to approve the deal. Do you think the deal is important to Japanese - American relationships $x remains a politically complex arbitrage. The duration for the CFIUS decision and Presidential approval straddles (i) either a decision from the lame duck Biden administration or (ii) a flip to the Trump administration to deal with the politics. $55/per share. $x remains a politically complex arbitrage. The duration for the CFIUS decision and Presidential approval straddles (i) either a decision from the lame duck Biden administration or (ii)"  
[X Link](https://x.com/Ayce2nd/status/1861406120817852681)  2024-11-26T13:46Z [---] followers, [---] engagements


"$JWN vs $KSS. Fascinating duality between once Titans of Retail. JWN has an offer to go private (needs a conciliatory bump and KSS has punted its CEO and must survive the Holiday Season"  
[X Link](https://x.com/Ayce2nd/status/1861777577674764365)  2024-11-27T14:22Z [---] followers, [---] engagements


"The Japanese understand the situation. They have two prongs which to beat up America. Sell our Treasuries and let US Steel be an orphan and a withering lumbering global albatross outmanned by Chinese subsidized low grade steel. Economics must win Nippon Steel releases additional commitment letter to @steelworkers regarding its pending US Steel $X proposed acquisition #merger Nippon Steel releases additional commitment letter to @steelworkers regarding its pending US Steel $X proposed acquisition #merger"  
[X Link](https://x.com/Ayce2nd/status/1866101053302976890)  2024-12-09T12:42Z [---] followers, [---] engagements


"CFIUS has never blocked a Japanese deal let alone a steel deal. Biden is a lame duck why would he care to. block the deal. Based on that I like to sell the put spread below. $X"  
[X Link](https://x.com/Ayce2nd/status/1866114115329995229)  2024-12-09T13:34Z [---] followers, [---] engagements


"$X. I love a good political triller. What a way to formally announce to Sovereign Japanese you mistook us allies. China is giggling with a straight face"  
[X Link](https://x.com/Ayce2nd/status/1866654564918931884)  2024-12-11T01:21Z [---] followers, [---] engagements


"More $X Vonnegut thoughts. (2) U can steel trillions of US Steel assets by pooling US HOMES (steel shells) and sticking a AAA acronym credit score on it to monetize Uncle Sam to foreign investors but you cant sell US Steel to Japan cause US is imbedded in the name"  
[X Link](https://x.com/Ayce2nd/status/1867210071530225923)  2024-12-12T14:09Z [---] followers, [---] engagements


"Is this Lucy pulling the football from poor Charlie Brown and punting the decision to Trump Perfection. Hope you have been reading the $X tread. Experience https://www.reuters.com/markets/deals/us-foreign-investment-panel-split-nippon-us-steel-deal-ft-reports-2024-12-15/ https://www.reuters.com/markets/deals/us-foreign-investment-panel-split-nippon-us-steel-deal-ft-reports-2024-12-15/"  
[X Link](https://x.com/Ayce2nd/status/1868645909707526185)  2024-12-16T13:14Z [---] followers, [---] engagements


"https://stocks.apple.com/symbol/OXY https://stocks.apple.com/symbol/OXY"  
[X Link](https://x.com/Ayce2nd/status/1869032102081286169)  2024-12-17T14:49Z [---] followers, [--] engagements


"$OXY remains one of my proud shorts. [--]. Buffets reputation and capital did not deter me from my short thesis [--]. OXY proved the negative leveraged operational play I projected [--]. The floor of Buffet is now the ceiling. Expertise wins"  
[X Link](https://x.com/Ayce2nd/status/1869033039835365586)  2024-12-17T14:52Z [---] followers, [--] engagements


"$X the classic double dip trade. We have been here before. Yet tis a far different trade than its prior entrance point at $31. (2 months ago). One must use options and one must take advantage of time (Theta) scenarios"  
[X Link](https://x.com/Ayce2nd/status/1869077413306802202)  2024-12-17T17:49Z [---] followers, [--] engagements


"We were here in September. CFIUS what say you if anything. Delay delay delay. $X https://stocks.apple.com/symbol/X https://stocks.apple.com/symbol/X"  
[X Link](https://x.com/Ayce2nd/status/1869077920058372168)  2024-12-17T17:51Z [---] followers, [--] engagements


"You understand the consumer yet. $KSS $JWN. Watch these financials credit metrics if you care about retail. Credit income accounts for up to 100% of EBIT for some retailers. Delinquency rate getting worse. We saw this in $CTC.A results last week. $M $KSS $JWN $BBY $TGT https://t.co/ttQCv3M0RN Watch these financials credit metrics if you care about retail. Credit income accounts for up to 100% of EBIT for some retailers. Delinquency rate getting worse. We saw this in $CTC.A results last week. $M $KSS $JWN $BBY $TGT https://t.co/ttQCv3M0RN"  
[X Link](https://x.com/Ayce2nd/status/1869743812907880795)  2024-12-19T13:57Z [---] followers, [---] engagements


"$X. Recap. CFIUS the cabal to protect our national security and (steel industry 🤔) has zero recommendation (😂😂😂) and defers the political albatross to a lame duck President. So Biden is the American emperor and Japan is the free market capitalist economy. My head hurts"  
[X Link](https://x.com/Ayce2nd/status/1871507992186855851)  2024-12-24T10:47Z [---] followers, [---] engagements


"$X. I love this setup for those who understands options risk time binary decisions asymmetrical sets and making money. On a side note Japans reaction to the $X deal decision is the primary concern. We might not that understand for 100years. I promise they wont forget"  
[X Link](https://x.com/Ayce2nd/status/1871551973050519918)  2024-12-24T13:42Z [---] followers, [---] engagements


"The perversity of politics. Why and how President Biden becomes chief regulator of the Land in $X deal approval is comical. Economics must trump political simpletons https://www.nytimes.com/2024/12/22/opinion/us-steel-nippon-biden-trump-cfius.html https://www.nytimes.com/2024/12/22/opinion/us-steel-nippon-biden-trump-cfius.html"  
[X Link](https://x.com/Ayce2nd/status/1873383532372050279)  2024-12-29T15:00Z [---] followers, [---] engagements


"Rejecting the Nippon Steel bid is a slap in the face to Japan - The Japan Times. Ever been slapped in the face $X. The next question becomes how big of a slap can you withstand in return. 🤔 https://www.japantimes.co.jp/editorials/2024/12/27/rejecting-the-nippon-steel/ https://www.japantimes.co.jp/editorials/2024/12/27/rejecting-the-nippon-steel/"  
[X Link](https://x.com/Ayce2nd/status/1873391580901474809)  2024-12-29T15:32Z [---] followers, [---] engagements


"$X. Game theory. A worthy merger arbitrage fact set. Consider the game details. (i) President Biden 15-day fuse with arb win by no decision expiration (ii) the intrigue of Presidential Biden-Trump rollover (iii) the asymmetrical nature of bet and (iv) the Jan options. HNY"  
[X Link](https://x.com/Ayce2nd/status/1874122725297709548)  2024-12-31T15:57Z [---] followers, [---] engagements


"US Steel. 👀. $X"  
[X Link](https://x.com/Ayce2nd/status/1874190685202768012)  2024-12-31T20:27Z [---] followers, [---] engagements


"Biden who will leave office on Jan. [--] must decide on the deal by Jan. [--]. If he takes no action it would result in the merger's automatic approval. $X. We have come this far. Silence is perfect.😂"  
[X Link](https://x.com/Ayce2nd/status/1874796221703024992)  2025-01-02T12:33Z [---] followers, [--] engagements


"You think tanking the $X will help our geopolitical debt situation. Think about the absurdity of telling Japan we want you to finance our balance sheet but we refuse you as our trusted ally. Bonkers. 🚨CHINA AND JAPAN ARE SELLING US TREASURIES🚨 Japan sold $61.9 billion of Treasuries in Q3 [----] the most on RECORD. China dumped $51.3 billion the second largest on record. Japan and China are two world's biggest holders of US government debt.👇 https://t.co/vlghCZdthO 🚨CHINA AND JAPAN ARE SELLING US TREASURIES🚨 Japan sold $61.9 billion of Treasuries in Q3 [----] the most on RECORD. China dumped"  
[X Link](https://x.com/Ayce2nd/status/1874798252060754201)  2025-01-02T12:41Z [---] followers, [---] engagements


"$X. Who is smoking crack now US Steel will remain a proud American company one thats American-owned American-operated by American union steelworkers the best in the world the US president said in a statement"  
[X Link](https://x.com/Ayce2nd/status/1875211964651307153)  2025-01-03T16:05Z [---] followers, [---] engagements


"$X . The only recent deal I can say is similar is when then President Trump refused to let Time Warner -T deal be complete (Jeff Zucker personal vengeance). The Judicial Courts remedied the matter. https://www.documentcloud.org/documents/5751007-AT-T-Appeals-Judgment/ https://www.documentcloud.org/documents/5751007-AT-T-Appeals-Judgment/"  
[X Link](https://x.com/Ayce2nd/status/1876292505337249938)  2025-01-06T15:39Z [---] followers, [--] engagements


"$X. As a Wharton grad I must have missed this thesis in corporate finance and in economic history. Trump said in a post on his social media platform on Monday: "Why would they want to sell U.S. Steel now when Tariffs will make it a much more profitable and valuable company""  
[X Link](https://x.com/Ayce2nd/status/1876467755152757010)  2025-01-07T03:15Z [---] followers, [---] engagements


"$X Pride in Partnership without CFIUS is Pride in a Marriage without a Diamond Ring Pride in Partnership without CFIUS is Pride in a Marriage without a Diamond Ring"  
[X Link](https://x.com/Ayce2nd/status/1876472003038769569)  2025-01-07T03:32Z [---] followers, [--] engagements


"$X. Trump says Emirati businessman (his friend the boys from UAE) to invest $20B in US data centers. I thought data (Tik Tok) was more sacred the Steel. I guess US is an economy based on grift not grit"  
[X Link](https://x.com/Ayce2nd/status/1876734171978125401)  2025-01-07T20:54Z [---] followers, [---] engagements


"@GordonJohnson19 100%. Why Trump thinks his magic wand can outweigh and outlast the Treasury curve is laughable. Interest Rates will surprise you we are far from reversing inflation and credit spreads (premium for risk management) are flat wrong. Think the Big Short"  
[X Link](https://x.com/Ayce2nd/status/1876973860123222234)  2025-01-08T12:46Z [---] followers, [--] engagements


"$X. I could not write the script any better than the rollout of news. Patience weed hopper. https://stocks.apple.com/symbol/X https://stocks.apple.com/symbol/X"  
[X Link](https://x.com/Ayce2nd/status/1877823776852709531)  2025-01-10T21:04Z [---] followers, [--] engagements


"JWN: Nordstrom reports holiday season comp growth of +5.8%; raises FY25 sales and comp growth outlook reiterates profitability guidance (24.01-0.08) Did JWN say we bought our company back at the lows and we are proud of our immaculate timing. Thanks you shareholders 😂💰"  
[X Link](https://x.com/Ayce2nd/status/1877861058695553316)  2025-01-10T23:32Z [---] followers, [--] engagements


"Uptick in the nick of time. I mean after all the BOD and management low ticked the $JWN shareholder $JWN Nordstrom Reports Holiday Sales Updates Outlook https://t.co/zk514OJrLd $JWN Nordstrom Reports Holiday Sales Updates Outlook https://t.co/zk514OJrLd"  
[X Link](https://x.com/Ayce2nd/status/1877862332090425708)  2025-01-10T23:37Z [---] followers, [---] engagements


"$X. Read the script. https://www.wsj.com/business/deals/u-s-extends-deadline-for-nippon-steel-to-abandon-u-s-steel-deal-f41fe202mod=latest_headlines https://www.wsj.com/business/deals/u-s-extends-deadline-for-nippon-steel-to-abandon-u-s-steel-deal-f41fe202mod=latest_headlines"  
[X Link](https://x.com/Ayce2nd/status/1878644518050000914)  2025-01-13T03:25Z [---] followers, [---] engagements


"$X is up 5% this morning on CFIUS extension. This is significant news. Longer timeframe but probabilities for success will move the needle. Follow the script. Congrats to everyone who understands the fact set Expertise matters Truth matters"  
[X Link](https://x.com/Ayce2nd/status/1878772864809394306)  2025-01-13T11:55Z [---] followers, [---] engagements


"$X is up 5% this morning on CFIUS extension. This is significant news. Longer timeframe but probabilities for success will move the needle. Follow the script. Congrats to everyone who understands the fact set Expertise matters Truth matters $X. Read the script. https://t.co/yg3GKttWhL $X. Read the script. https://t.co/yg3GKttWhL"  
[X Link](https://x.com/Ayce2nd/status/1878773143323681092)  2025-01-13T11:56Z [---] followers, [--] engagements


"I follow many situations I only get on my soap box for some. Yet this chart is the macro issue. The Fed is pushing on a string and the obstinate child (the long end) is not listening. $X $fed $kss $jwn Its all going in reverse. Think reality and you will see it is actually moving in the destined direction. Math is a bitch and economic cycles may be unique in duration but always indigenous to the ultimate terrain. Its all going in reverse. Think reality and you will see it is actually moving in the destined direction. Math is a bitch and economic cycles may be unique in duration but always"  
[X Link](https://x.com/Ayce2nd/status/1879009740023538042)  2025-01-14T03:36Z [---] followers, [---] engagements


"It you follow me you will understand this will be Achilles heal - the seminal issue why America has been subsiding consumers and the equity market. Risk is not properly compensated. Vol is crushed. The truth eventually wins. Time Corporate credit spreads are as tight as they get https://t.co/1bZDtIQs8H Corporate credit spreads are as tight as they get https://t.co/1bZDtIQs8H"  
[X Link](https://x.com/Ayce2nd/status/1879167822083031322)  2025-01-14T14:04Z [---] followers, [--] engagements


"Its lesson day in Merger Arb. A Dutch Tender ($HHH) and a Classic Tender ($HEES $URI). United Rentals $URI to Acquire H&E Equipment Services $HEES for $4.8 Billion - ✴United Rentals intends to commence a tender offer by January [--] [----] to acquire all of the outstanding shares of H&E common stock for $92 per share in cash representing a 109.38% premium from the https://t.co/hObmiQZxZy United Rentals $URI to Acquire H&E Equipment Services $HEES for $4.8 Billion - ✴United Rentals intends to commence a tender offer by January [--] [----] to acquire all of the outstanding shares of H&E common stock"  
[X Link](https://x.com/Ayce2nd/status/1879203382776475663)  2025-01-14T16:26Z [---] followers, [--] engagements


"Its eye-opening to watch the Interest Rate lemmings finally figure it out. Rates are going higher. Fed is not in the pilot seat. Like sitting in the backseat of a $TSLA and trusting autonomous driving. Its not recommended. $X $spy Real yields on 30-year Treasuries have risen to the highest since [----]. This just shows that the recent rise in benchmark rates is somewhat independent of longer-term inflation expectations and speaks to fears of more debt supply and deficits. https://t.co/1oC8kMYGEP Real yields on 30-year Treasuries have risen to the highest since [----]. This just shows that the"  
[X Link](https://x.com/Ayce2nd/status/1879512111283642806)  2025-01-15T12:53Z [---] followers, [---] engagements


"@Barchart Warren Buffett is heavily underwater on his $OXY investment. Did you forget to mention that fact. Of course not"  
[X Link](https://x.com/Ayce2nd/status/1879799953058619779)  2025-01-16T07:56Z [---] followers, [--] engagements


"$x $c $gs $bac $100 billion betting wrong on direction of IR curve. Mistake. Big Mistake. Bank of America $BAC bond losses could top $100 billion per Barron's. Bank of America $BAC bond losses could top $100 billion per Barron's"  
[X Link](https://x.com/Ayce2nd/status/1880074443315400773)  2025-01-17T02:07Z [---] followers, [---] engagements


"So this is what I remain complexed about. The new Trump administration is against trade alliances and globalization yet insist on creating a GLObAL currency in Bitcoin. Please advice on logic. $C $X $GS BREAKING: Trump is reportedly considering "a government program to buy and hold billions of dollars in Bitcoin" through a Bitcoin reserve per NYT BREAKING: Trump is reportedly considering "a government program to buy and hold billions of dollars in Bitcoin" through a Bitcoin reserve per NYT"  
[X Link](https://x.com/Ayce2nd/status/1880076337408537044)  2025-01-17T02:15Z [---] followers, [---] engagements


"$X keep following the script. Positive story Treasury Secretary nominee Scott Bessent committed to a review of U.S. Steel/Nippon Steel if it comes back to #CFIUS Treasury Secretary nominee Scott Bessent committed to a review of U.S. Steel/Nippon Steel if it comes back to #CFIUS"  
[X Link](https://x.com/Ayce2nd/status/1880217150646038722)  2025-01-17T11:34Z [---] followers, [---] engagements


"The super consumers dont look at their bank accounts ever Richemont is where they deposit their wealth. 😎 $X $m $jwn Richemont $CFR.SW is up 15% today after a trading update that exceeded expectations with quarterly revenue reaching an all-time high. The news also caused the rest of the luxury stocks to rally. Is this the turning point for the sector's revival https://t.co/2O5eP0py6o Richemont $CFR.SW is up 15% today after a trading update that exceeded expectations with quarterly revenue reaching an all-time high. The news also caused the rest of the luxury stocks to rally. Is this the"  
[X Link](https://x.com/Ayce2nd/status/1880219858576765175)  2025-01-17T11:45Z [---] followers, [---] engagements


"$X $C $Trump President Trump is now the top M&A Dealmaker of the Land controls the DOJ and the Courts. Move over Jamie Dimon. And there it is. Scam and grift revealed. Watch who gets rich off this. Interested also to see how legacy media covers this which has been putrid so far. https://t.co/dVMVwcYCSk And there it is. Scam and grift revealed. Watch who gets rich off this. Interested also to see how legacy media covers this which has been putrid so far. https://t.co/dVMVwcYCSk"  
[X Link](https://x.com/Ayce2nd/status/1881011144418291978)  2025-01-19T16:09Z [---] followers, [---] engagements


"@BluthCapital I am thinking the 99% of traders dont have any clue or care. That is mathematical reasoning. That is unacceptable to securities valuation. Its far too complex. Keep it simple. There are greater fools who dont read so they dont know its 10x revs. 🤫💰😂🧱. $NFLX"  
[X Link](https://x.com/Ayce2nd/status/1882307327321407914)  2025-01-23T06:00Z [---] followers, [---] engagements


"The Fed is rudderless and President Trump is yelling for the Titanic to make an abrupt U turn. Engineering [---] says - a life jacket is needed and pray the windmills are blowing in your direction. $SPY $X $Trump For the first time in history interest rates rose by [---] basis points while the Fed cut by [---] basis points. Now the market sees less rate cuts the Fed will pause and President Trump is "demanding" rate cuts "immediately." Who will win https://t.co/l7kVAlE2C7 For the first time in history interest rates rose by [---] basis points while the Fed cut by [---] basis points. Now the market sees"  
[X Link](https://x.com/Ayce2nd/status/1882562041023737895)  2025-01-23T22:52Z [---] followers, [---] engagements


"Battleground for vanity. $NVO Novo Nordisk $NVO shares are up +11% 🟢 today as the company published positive results from a phase 1b/2a clinical trial of amycretin in overweight and obese subjects After [--] to [--] weeks the results showed a 9% to 22% loss in body weight depending on the dosage Novo Nordisk $NVO shares are up +11% 🟢 today as the company published positive results from a phase 1b/2a clinical trial of amycretin in overweight and obese subjects After [--] to [--] weeks the results showed a 9% to 22% loss in body weight depending on the dosage"  
[X Link](https://x.com/Ayce2nd/status/1882785131578147059)  2025-01-24T13:38Z [---] followers, [--] engagements


"$BTC. Stable Currency store of value national reserve. All the traits of the $ not phantom fiat that moves 7% a week. Makes Argentina or Greece currency look like a conservative rock https://stocks.apple.com/symbol/BTC-USD https://stocks.apple.com/symbol/BTC-USD"  
[X Link](https://x.com/Ayce2nd/status/1883761973600432185)  2025-01-27T06:20Z [---] followers, [--] engagements


"Situation continues to move along a rationale script. $BECN Tender offer is $124.25 from XPO (Brad Jacobs industry roll up king). Poison Pill allows auction process to proceed without aggression of Jacobs. value of BECN auction max value housing and macro risk"  
[X Link](https://x.com/Ayce2nd/status/1884258639588008353)  2025-01-28T15:14Z [---] followers, [---] engagements


"Major US Steel Investor Pentwater Opposes Ancoras Proxy Proposal Ancora proposal is disingenuous and politically disastrous to the US steel industry. Instead of bidding $30s for $X be a true suitor and bid at minimum the market clearing rate of $55/share. Waste of time"  
[X Link](https://x.com/Ayce2nd/status/1884569625062481937)  2025-01-29T11:49Z [---] followers, [---] engagements


"@Malone_Wealth They forgot to tell me what rate theyre plan to lend my shares out to their customer and how much they plan to compensate me for facilitating their business. this is not a charity boys"  
[X Link](https://x.com/Ayce2nd/status/1885542584887529980)  2025-02-01T04:15Z [---] followers, [--] engagements


"@RealJimChanos Affinity Partners the White House REIT. Going to be part of the Treasury Department and Strategic Reserve. No more Gaza Strip its going to be the Trump Sandbar"  
[X Link](https://x.com/Ayce2nd/status/1887022370222682177)  2025-02-05T06:16Z [---] followers, [--] engagements


"@compound248 Love to see the restructuring write-offs and FCF. You can easily play with accounting to manipulate income statement. Math makes minimal sense. Al Dunlap bankrupted many companies who he made EBITDA look like a miracle. Sunbeam and Scott Paper"  
[X Link](https://x.com/Ayce2nd/status/1887464614964740163)  2025-02-06T11:33Z [---] followers, [--] engagements


"@JulianKlymochko @elonmusk Love to see the restructuring write-offs and FCF. You can easily play with accounting to manipulate income statement. Math makes minimal sense. Al Dunlap bankrupted many companies who he made EBITDA look like a miracle. Sunbeam and Scott Paper"  
[X Link](https://x.com/Ayce2nd/status/1887493822050947455)  2025-02-06T13:29Z [---] followers, [--] engagements


"$X. President Trump today hails himself has the arbitrator investment banker of the Nissan -Nippon deal. Its not an economic issue but a psychological impediment since US is part of $X name"  
[X Link](https://x.com/Ayce2nd/status/1888043656591856119)  2025-02-08T01:54Z [---] followers, [---] engagements


"Obviously he has studied the Nissan - US Steel $X deal in great detail. Maybe $TSLA - $X will be approved instead since Musk can get subsidies and is allowed to buy Tik Tok BREAKING: In a stunning senile moment Donald Trump just confused Nippon Steel with Nissan three times. Donald Trump is losing it. https://t.co/62t7LwkwGi BREAKING: In a stunning senile moment Donald Trump just confused Nippon Steel with Nissan three times. Donald Trump is losing it. https://t.co/62t7LwkwGi"  
[X Link](https://x.com/Ayce2nd/status/1888044632103080339)  2025-02-08T01:58Z [---] followers, [---] engagements


"Trump the investment banker has destroyed another constructive US investment $X with his meddling. He has changed the buyer of the deal from Nippon Steel to Nissan $X so u see the matter of US Steel will now be heard by the Court of Appeals Mr. Donald Trump. I think cool minds will prevail $X so u see the matter of US Steel will now be heard by the Court of Appeals Mr. Donald Trump. I think cool minds will prevail"  
[X Link](https://x.com/Ayce2nd/status/1888186548279017630)  2025-02-08T11:22Z [---] followers, [---] engagements


"Trump the investment banker has destroyed another constructive US investment $X with his meddling. He has changed the buyer of the deal from Nippon Steel to Nissan Obviously he has studied the Nissan - US Steel $X deal in great detail. Maybe $TSLA - $X will be approved instead since Musk can get subsidies and is allowed to buy Tik Tok Obviously he has studied the Nissan - US Steel $X deal in great detail. Maybe $TSLA - $X will be approved instead since Musk can get subsidies and is allowed to buy Tik Tok"  
[X Link](https://x.com/Ayce2nd/status/1888186702067388597)  2025-02-08T11:22Z [---] followers, [---] engagements


"Trump says Nippon will invest heavily in U.S. Steel not buy the company I will give you billions of $ to fix up your second rate house - but I dont own the title to the property. Nonsense. Puffery. $X. Details please. Who wins https://www.cnbc.com/2025/02/07/trump-says-nippon-will-invest-heavily-in-us-steel-rather-than-purchase-the-company.html https://www.cnbc.com/2025/02/07/trump-says-nippon-will-invest-heavily-in-us-steel-rather-than-purchase-the-company.html"  
[X Link](https://x.com/Ayce2nd/status/1888216808575906048)  2025-02-08T13:22Z [---] followers, [--] engagements


"$BP $HON. Elliott is busy https://finance.yahoo.com/news/activist-elliott-said-build-stake-185838860.html https://finance.yahoo.com/news/activist-elliott-said-build-stake-185838860.html"  
[X Link](https://x.com/Ayce2nd/status/1888391040484139167)  2025-02-09T00:54Z [---] followers, [--] engagements


"$GS Goldman Sachs should hire this man. He is a rainmaker https://www.wsj.com/tech/trump-vance-tiktok-deal-0e3b8bc1 https://www.wsj.com/tech/trump-vance-tiktok-deal-0e3b8bc1"  
[X Link](https://x.com/Ayce2nd/status/1888396460351205629)  2025-02-09T01:16Z [---] followers, [--] engagements


"$X. Lets talk the future of US Steel (both company and industry). Are we on perpetual hold What is the true value of US Steel. $55/Japan to a lifelong albatross depending on tariffs. Time waits for no one. And neither will the stock without clarity"  
[X Link](https://x.com/Ayce2nd/status/1892944327749271870)  2025-02-21T14:27Z [---] followers, [---] engagements


"The Merger Agreement contains a hell or high water covenant. $HEES $HRI. Will we see more of this given hostile arbitrary regulatory environment"  
[X Link](https://x.com/Ayce2nd/status/1893302559311331469)  2025-02-22T14:11Z [---] followers, [---] engagements


"@RonFilipkowski No question Ackman feels left out of the billionaires club and needs to print nonsense to curry favor to be a Trump ally. Should have been a Fox commentator and not a lowly hedge fund manager with minimal clout"  
[X Link](https://x.com/Ayce2nd/status/1896387412701700267)  2025-03-03T02:29Z [---] followers, [--] engagements


"@RonFilipkowski Just Maybe 🤔 and be perverse the Extreme Grift and Nepotism in Crypto is so pathetic so openly the middle finger to All Americans that the individual may finally use their God given eyes and realize that Red or Blue we are all being equally fleeced. $SPY $TSLA $X $FOX"  
[X Link](https://x.com/Ayce2nd/status/1896545970940502098)  2025-03-03T12:59Z [---] followers, [---] engagements


"$BTC $SPY $C"  
[X Link](https://x.com/Ayce2nd/status/1896757615667081394)  2025-03-04T03:00Z [---] followers, [--] engagements


"Only one green index on the screen and its the exponential one that in some circles is the fear gauge. And I thought Bitcoin was the store of value. $X $C $GS"  
[X Link](https://x.com/Ayce2nd/status/1896961012315959677)  2025-03-04T16:28Z [---] followers, [--] engagements


"$spy $tariff What is interesting is that we are back to Election $VIX. The uncertainty/fear have ramped back up. No tangible plan is uncertainty. Arbitrary decisions and switchbacks are uncertainty. Lastly this may not be a spike but a systemic change in measured volatility"  
[X Link](https://x.com/Ayce2nd/status/1897702068854440069)  2025-03-06T17:33Z [---] followers, [---] engagements


"No weaponization here. $FTC New FTC Chief Ferguson: The Trump-Vance FTC will work every day to protect competition in our healthcare markets to drive down healthcare prices and to improve the lives of all Americans" he said"  
[X Link](https://x.com/Ayce2nd/status/1898033988171698222)  2025-03-07T15:32Z [---] followers, [--] engagements


"My guess is $GS and $JPM are right about now buying out the $5mm dinner service at Mar Lago - maybe purchasing every available seat at the table for that matter. Can we go back to the old system 😉"  
[X Link](https://x.com/Ayce2nd/status/1898085289765355768)  2025-03-07T18:56Z [---] followers, [--] engagements


"@buccocapital Paul Singer is worth paying attention to understand some things. If you dont know who Paul Singer is - that tells me I should probably not listen to you 😉. $spy $tsla $hon $psx"  
[X Link](https://x.com/Ayce2nd/status/1898453114920841352)  2025-03-08T19:17Z [---] followers, [--] engagements


"$X $GS $C .can someone explain to me what the Great Deregulation means to economic growth. I see an administration that is grinding the economy and fluid deal making to a halt. US Steel has become the poster child of neglect"  
[X Link](https://x.com/Ayce2nd/status/1898732681006887254)  2025-03-09T13:48Z [---] followers, [--] engagements


"@CGasparino The true sign of deregulation an impartial Justice department a strong economy a trusted working capitalist system. $GS stock is going straight up. 🤣. Now turn the chart upside down - and you understand why"  
[X Link](https://x.com/Ayce2nd/status/1900402328454250645)  2025-03-14T04:23Z [---] followers, [--] engagements


"Bill Ackman will volunteer $NKE $CROX $DECK Lutnick is right we need to get all our grandmas and children to make Nike $NKE shoes in the USA We will need [------] workers to hand stitch shoes [--] hours a day Who will volunteer Lutnick is right we need to get all our grandmas and children to make Nike $NKE shoes in the USA We will need [------] workers to hand stitch shoes [--] hours a day Who will volunteer"  
[X Link](https://x.com/Ayce2nd/status/1907821949130088790)  2025-04-03T15:46Z [---] followers, [---] engagements


"So Warren wont bail the US Governement out with ahh cash pile. Damn $Brk/b $brk $spy "You cannot make a good deal with a bad person." Warren Buffett "You cannot make a good deal with a bad person." Warren Buffett"  
[X Link](https://x.com/Ayce2nd/status/1907828511290622419)  2025-04-03T16:12Z [---] followers, [--] engagements


"Can someone pls fix the $VIX. Talk about exporting inflation. The inflation of fear. $spy $x"  
[X Link](https://x.com/Ayce2nd/status/1907994917340578116)  2025-04-04T03:13Z [---] followers, [---] engagements


"$spy $tsla $c $nvda $ust So here is what knaws at me with the Treasury debt restructuring scenario that Trump allies promulgate. Why did this finance genius do it his first term when IR were 0%. Why destroy an economy to do them at 4%. Illogical"  
[X Link](https://x.com/Ayce2nd/status/1908525196559982703)  2025-04-05T14:20Z [---] followers, [--] engagements


"@KobeissiLetter @BillAckman Assume youre wrong. What is Pershings investment strategy $NKE Kick the can"  
[X Link](https://x.com/Ayce2nd/status/1908697378002985377)  2025-04-06T01:44Z [---] followers, [--] engagements


"Remember this plane wreck. $UAL $SAVA $JBLU Government collateral damage. Dont worry oil is below $60/barrel. Cheer all. On the flip since no one wants to travel to America. . Economics is a rough business. Spirit Airlines CEO Ted Christie steps down https://t.co/ZzcY6vw63A Spirit Airlines CEO Ted Christie steps down https://t.co/ZzcY6vw63A"  
[X Link](https://x.com/Ayce2nd/status/1909233147826282772)  2025-04-07T13:13Z [---] followers, [---] engagements


"$X. Finally a sign White House on US Steel $X Nippon Steel #merger https://t.co/h3mgZRqJKK White House on US Steel $X Nippon Steel #merger https://t.co/h3mgZRqJKK"  
[X Link](https://x.com/Ayce2nd/status/1909259665185165656)  2025-04-07T14:59Z [---] followers, [--] engagements


"$x $gs. I dont know how Trump did it. Now the equity market is hostage to his economic realities and abundant uncertainty. The President is the ultimate disruptor. I am in awe. 🤔"  
[X Link](https://x.com/Ayce2nd/status/1909657725400645896)  2025-04-08T17:20Z [---] followers, [--] engagements


"Well its Day [--] after the financial chicanery. What has been accomplished except fear and volatility. The pivotal number is the 10- year T sits at 4.42%. The refinance America cheap through a tariff economic is a bust. $X $GS"  
[X Link](https://x.com/Ayce2nd/status/1910303566444605938)  2025-04-10T12:07Z [---] followers, [--] engagements


"$X. The saga of US Steel and Nippon Steel will no doubt end up in the Baker Library at Rice University. Its pivotal moment in Americas steel industry. We need capital. We need progress. Tariffs accomplish neither"  
[X Link](https://x.com/Ayce2nd/status/1910306876471779342)  2025-04-10T12:20Z [---] followers, [--] engagements


"Oops. That tariff advice was dogpoop. I forgot we were screwing our creditors. Thats explains [--] bankruptcies. Real estate is so much more simple. $C $X $chaos U.S. 30-YEAR TREASURY YIELDS RISE TO 4.90% UP [--] BPS FOR WEEK IN BIGGEST INCREASE SINCE AT LEAST [----] U.S. 30-YEAR TREASURY YIELDS RISE TO 4.90% UP [--] BPS FOR WEEK IN BIGGEST INCREASE SINCE AT LEAST 2000"  
[X Link](https://x.com/Ayce2nd/status/1910495764779778085)  2025-04-11T00:51Z [---] followers, [---] engagements


"@SpencerHakimian The banks benefit from VIX blowing out. $GS is the master of trading given the IQ that rolls through the trading desks. If Credit Spreads continue to blow out now the Banks and Quasi - Banks will suffer if they have to mark their portfolios"  
[X Link](https://x.com/Ayce2nd/status/1911756515242881052)  2025-04-14T12:20Z [---] followers, [--] engagements


"This is reality $x This is one of the clearest signals yet that the Bank of Japan has lost control of the long end of the curve. Japans 30-year yield hitting 2.845% its highest since [----] isnt just a local event. This has global knock-on effects: Japan is the largest foreign holder of U.S. This is one of the clearest signals yet that the Bank of Japan has lost control of the long end of the curve. Japans 30-year yield hitting 2.845% its highest since [----] isnt just a local event. This has global knock-on effects: Japan is the largest foreign holder of U.S"  
[X Link](https://x.com/Ayce2nd/status/1912213477743096187)  2025-04-15T18:36Z [---] followers, [--] engagements


"Here come the excuse me write-offs. Kitchen sink accounting $NVDA $AMD $QQQ $X Nvidia $NVDA was the world's largest company just months ago worth nearly $3.7 trillion. Today it's at the center of the largest trade war in US history. The US government imposing a single export license requirement just cost Nvidia $5.5 BILLION in Q1 alone. President https://t.co/rmAqGzMB2G Nvidia $NVDA was the world's largest company just months ago worth nearly $3.7 trillion. Today it's at the center of the largest trade war in US history. The US government imposing a single export license requirement just cost"  
[X Link](https://x.com/Ayce2nd/status/1912312793602175098)  2025-04-16T01:11Z [---] followers, [---] engagements


"@RealJimChanos Unreal. Is DLT the Portfolio Manager. Man wears so many hats Going backwards to the early 1910s when GS was a shady house and insider trading was legal and quite popular😂😂"  
[X Link](https://x.com/Ayce2nd/status/1912551959027986887)  2025-04-16T17:01Z [---] followers, [--] engagements


"@buccocapital I remember trying to get endowments to invest in hedge funds in [----]. No one would touch the concept. Now a massive source of demand for WS products. What would a reversal mean to the market liquidity. The private markets have seized up with inventory with no way to harvest"  
[X Link](https://x.com/Ayce2nd/status/1913953428251828463)  2025-04-20T13:50Z [---] followers, [---] engagements


"- U.S. President Donald Trump said that a deal between U.S. Steel and Nippon Steel could be a part of tariff negotiations with Japan but added he doubted it would be If Nippon wants to come in here they're working on it very hard. I have great respect for Nippon. $X. What"  
[X Link](https://x.com/Ayce2nd/status/1914023323668820194)  2025-04-20T18:28Z [---] followers, [---] engagements


"@CGasparino @SecScottBessent So does this include Nippon Steel and $X or Trump does not know🤔. Dont put all your eggs in one basket Deregulation does not mean White House toll booth"  
[X Link](https://x.com/Ayce2nd/status/1914043200488247680)  2025-04-20T19:47Z [---] followers, [---] engagements


"If Nippon Steel and Japan were clever the $X deal should be woven into any free trade agreements as a sign of respect or maybe Japan will just continue to sell our T-bonds as a sign of disrespect. How smart is Bessent anyway"  
[X Link](https://x.com/Ayce2nd/status/1914066282481434803)  2025-04-20T21:18Z [---] followers, [---] engagements


"@stocktalkweekly $X. Thats close to a Royal if you want to talk bout who has the winning hand. Royal Trumps Trump"  
[X Link](https://x.com/Ayce2nd/status/1918079358071406832)  2025-05-01T23:05Z [---] followers, [---] engagements


"This is an excellent summary of risk time and accounting cycles. Note the opaqueness of both situations and the exogenous events that triggered the public stock Tsunami. Who are the likely candidates today with similar DNA $SPY $BRK/A $GS $C $Enron I spent [--] years at Enron right out of college including through the bankruptcy but I didnt really grasp what happened until I studied GE. Its basically the same story. GE was an industrial company that transformed into a conglomerate under a hard-charging visionary CEO. I spent [--] years at Enron right out of college including through the bankruptcy"  
[X Link](https://x.com/Ayce2nd/status/1919043380979413237)  2025-05-04T14:56Z [---] followers, [---] engagements


"$skx My initial impression. Very opportunistic entrance point by the SKX cabal. Taking company private in the teeth of tariff headwinds. The background section will be an interesting read. 🤔🤞"  
[X Link](https://x.com/Ayce2nd/status/1919403531703878034)  2025-05-05T14:47Z [---] followers, [---] engagements


"CL=F is down 3.04% to $56.52. Check it out on Yahoo Finance Oil is puzzling as to its signals. The Saudis pricing and production remain illogical and subordinate to a higher power. Oil economics is a tricky game watch the refiners. $PSX $VLO $CHV https://finance.yahoo.com/quote/CL=Fp=CL=F https://finance.yahoo.com/quote/CL=Fp=CL=F"  
[X Link](https://x.com/Ayce2nd/status/1919416818839548357)  2025-05-05T15:40Z [---] followers, [--] engagements


"WTF. If you take away the risk of bankruptcy the bonds would trade at par. No wonder Bessents hedge fund collapsed. US Treasury Secretary Bessent: If we can take away the credit risk of the US government interest rates will come down. US Treasury Secretary Bessent: If we can take away the credit risk of the US government interest rates will come down"  
[X Link](https://x.com/Ayce2nd/status/1919440621770526762)  2025-05-05T17:14Z [---] followers, [--] engagements


"@Trading_Sunset I do. Its the bottleneck and a spread biz. Takes forever to build and no one wants in their backyard. Capacity is subject to and supply creep is constant but limited. Long $VLO $PSX"  
[X Link](https://x.com/Ayce2nd/status/1920505931311317464)  2025-05-08T15:47Z [---] followers, [--] engagements


"$SKX. This may become quite the controversy on price. Picked off in the tariff war. Shareholder vote may become interesting given the structure of deal with insider conflict of interest issues. Be long"  
[X Link](https://x.com/Ayce2nd/status/1921892023839216053)  2025-05-12T11:35Z [---] followers, [---] engagements


"$skx. Fairness opinion tough to sign"  
[X Link](https://x.com/Ayce2nd/status/1921926775459692545)  2025-05-12T13:53Z [---] followers, [---] engagements


"$CROX is up the same percentage as $SKX post-tariff truce . The issue is $CROX did not sell at the bottom and $SKX acquisition premium is nil stay tuned"  
[X Link](https://x.com/Ayce2nd/status/1922035344779657622)  2025-05-12T21:05Z [---] followers, [---] engagements


"$x. Tomorrow we will find out if Trump is a Man of Steel or just industry Crypto-mite This is such an easy win for America. Maybe Nippon should pledge $400 mm in Steel for the Trump Library"  
[X Link](https://x.com/Ayce2nd/status/1924586405109358758)  2025-05-19T22:02Z [---] followers, [---] engagements


"@DanielSLoeb1 Binary deadline with uncertain player the Prez who is Chief Banker (sorry Jamie) and Chief Merger Regulator. CIFIUS is the perfect podium to intervene in deals under the guise of National Security. There is no precedent. All said Trump would be a moron to tank this $X gift"  
[X Link](https://x.com/Ayce2nd/status/1925201770411606520)  2025-05-21T14:47Z [---] followers, [---] engagements


"$skx. Question. What one name is not feeling any love"  
[X Link](https://x.com/Ayce2nd/status/1927408751084007881)  2025-05-27T16:57Z [---] followers, [--] engagements


"@elonmusk @gc22gc If Musk cleaned up his act and grew into a Buffet sage maybe wealth and foresight may benefit America and mankind. Because this paradigm shapeshifting before our eyes 👀is spiraling 🌀 and spirals are an energy that is not always uncontrollable"  
[X Link](https://x.com/Ayce2nd/status/1932420905893810531)  2025-06-10T12:53Z [---] followers, [--] engagements


"$skx Curious move in $skx with reasonable volume. Does it make sense for a strategic like Deckers"  
[X Link](https://x.com/Ayce2nd/status/1932438360758366254)  2025-06-10T14:03Z [---] followers, [--] engagements


"$X To date this steel Presidential deal is the best international deal steel industry revitalization and investment negotiation outcome that $Trump has done for Americans. I salute the benefits for America"  
[X Link](https://x.com/Ayce2nd/status/1933205930667094523)  2025-06-12T16:53Z [---] followers, [---] engagements


"$X. Harvard Case study. I will teach. I lived it Nippon Steel closes its transaction with US Steel $X at $55/share. Nippon Steel closes its transaction with US Steel $X at $55/share"  
[X Link](https://x.com/Ayce2nd/status/1935332349325230316)  2025-06-18T13:42Z [---] followers, [---] engagements


"@RealJimChanos There is zero reason for the tail to wag the cat. Its one self-fulfilling circle ignited by the complicit government and industry evangelists to promote a world class illusion. Its repackaging and derivatives and massive self-financing. The tailwind is monumental"  
[X Link](https://x.com/Ayce2nd/status/1935732284289692134)  2025-06-19T16:11Z [---] followers, [--] engagements


"Never stop asking yourself exactly what is this enigma they call Bitcoin $Bitcoin $X Lets start with what is not Its not a store of value Its not a rush to safety Its not . BREAKING: Bitcoin falls below $100000 and Ethereum drops -10% as investors react to US strikes on Iran last night. Equity and commodity futures are set to open in [--] hours. https://t.co/9igjzrrxSY BREAKING: Bitcoin falls below $100000 and Ethereum drops -10% as investors react to US strikes on Iran last night. Equity and commodity futures are set to open in [--] hours. https://t.co/9igjzrrxSY"  
[X Link](https://x.com/Ayce2nd/status/1936806837472440654)  2025-06-22T15:21Z [---] followers, [--] engagements


"Brilliant. Use the stock which is and buy assets of real companies. Keep buying"  
[X Link](https://x.com/Ayce2nd/status/1942202760666964462)  2025-07-07T12:43Z [---] followers, [--] engagements


"$cvx congrats to arbs. This is a major win for the community. It is also a major win for Chevron. Reminds me of several deals where the buyer reaped massive value while it waited for regulatory scrutiny"  
[X Link](https://x.com/Ayce2nd/status/1946209725692903447)  2025-07-18T14:05Z [---] followers, [---] engagements


"$cvx $hes ARB [---] An interesting quirk in the HESS happened Friday morning. Chevron and Hess closed the transaction on OPTIONS EXPIRATION before market open. If you sold your HESS up $11 and then bought CVX down -$5 at 3pm you bought the same apple at a $16 delta. What an arb🌶"  
[X Link](https://x.com/Ayce2nd/status/1946603874044760467)  2025-07-19T16:11Z [---] followers, [--] engagements


"@RealJimChanos Market animal spirits are abound. Ghostbusters will be busy"  
[X Link](https://x.com/Ayce2nd/status/1948009870701306142)  2025-07-23T13:18Z [---] followers, [--] engagements


"$Tariffs I listened to Fed Powell conf and one point resonants I keep chewing on. Service prices have moderated but goods prices have shown increases after many years of being dormant. That is consumer inflation. Thats is everyday cant eat cant sleep 💤 inflation"  
[X Link](https://x.com/Ayce2nd/status/1952035276085191108)  2025-08-03T15:54Z [---] followers, [--] engagements


"@RealJimChanos @firstadopter Gee Jim thats a lot of trust in AI and Oracle products to create trillions in profits and FCF for its customers using the chips [--] years of free accounting apron a massive scale. Good bet for AI Universe"  
[X Link](https://x.com/Ayce2nd/status/1975620707892797695)  2025-10-07T17:54Z [---] followers, [---] engagements


"$CPRI $TPS $DOJ. Options Mortimer @JulianKlymochko 100% its about the definition. I will only say this if you believe in binary situations - this situation offers a plethora of opportunities. Bullish or bearish or maybe both @JulianKlymochko 100% its about the definition. I will only say this if you believe in binary situations - this situation offers a plethora of opportunities. Bullish or bearish or maybe both"  
[X Link](https://x.com/Ayce2nd/status/1780660398431076622)  2024-04-17T18:11Z [---] followers, [----] engagements


"@JoshWright1977 @Arbtrader69 If you read Klobachars book Antitrust u will understand the history of unions and antitrust theory. In fact the [----] Sherman Antitrust Acts first usage was flipped ironically to bust unions for monopoly tactics. The trustbusting came shortly thereafter. $ftc $unions"  
[X Link](https://x.com/Ayce2nd/status/1784267255129244067)  2024-04-27T17:03Z [---] followers, [---] engagements


"$CPRI $TPS $DOJ. Update on my thoughts on CPRI. The bulk of the easy money off the frivolous DOJ suit has been achieved the injunction decision is in Judges chamber. The issue now is $CPRI downside/overpriced deal terms. Structure your bet accordingly for risk tails. $CPRI $TPS $DOJ. Options Mortimer $CPRI $TPS $DOJ. Options Mortimer"  
[X Link](https://x.com/Ayce2nd/status/1841519022950498649)  2024-10-02T16:42Z [---] followers, [----] engagements


"@WSJ And then there was no Gensler damn $fcc $dis $bitc"  
[X Link](https://x.com/Ayce2nd/status/1859665439296716816)  2024-11-21T18:29Z [---] followers, [---] engagements


"This is the Spirit ✈ Bankruptcies are consumer friendly after all. Only until Chapter [--] that is $JBLU $SAVE $DOJ"  
[X Link](https://x.com/Ayce2nd/status/1867250806031814959)  2024-12-12T16:50Z [---] followers, [---] engagements


"We are at the precipice. Always good to refresh ones eyes in the midst of a storm $X $DOJ $CFIUS $Japan https://crsreports.congress.gov/product/pdf/IF/IF10177 https://crsreports.congress.gov/product/pdf/IF/IF10177"  
[X Link](https://x.com/Ayce2nd/status/1868678849359429726)  2024-12-16T15:25Z [---] followers, [---] engagements


"For merger arbs corporate lawyers and risk analysts the $HLT Hilton -$PLYA company MAC (material adverse change) is wild. We are in a new legal frontier for international contracts. Especially Mexico. $X"  
[X Link](https://x.com/Ayce2nd/status/1889416662778294564)  2025-02-11T20:50Z [---] followers, [--] engagements


"Elliott Partners is to corporate activism what Steve Cohen is to MLB free agency. Bold aggressive concentrated and committed. $PSX $HON $BP $AZPN. Holy Cow"  
[X Link](https://x.com/Ayce2nd/status/1889424184377315533)  2025-02-11T21:20Z [---] followers, [---] engagements


"Trump says he would not mind if Nippon Steel took minority stake in US Steel - Reuters And this is what merger arbs have to contend with across the merger deal making landscape. One mans opinion US Steel will be far worse off in the long run https://stocks.apple.com/AnuUZyJqFQ8KPRvOmPFPU-w https://stocks.apple.com/AnuUZyJqFQ8KPRvOmPFPU-w"  
[X Link](https://x.com/Ayce2nd/status/1891155888972439969)  2025-02-16T16:01Z [---] followers, [--] engagements


"$mlb. I dont know how the LA Angels 😇 did it. 7-3 with a [--] run differential is living good I do love Trout"  
[X Link](https://x.com/Ayce2nd/status/1909986971918672325)  2025-04-09T15:09Z [---] followers, [--] engagements


"Sorry. Have to dance on the graveyard For the record the business performance warranted removal long ago $KSS. https://finance.yahoo.com/news/kohls-removes-ashley-buchanan-ceo-133219653.html https://finance.yahoo.com/news/kohls-removes-ashley-buchanan-ceo-133219653.html"  
[X Link](https://x.com/Ayce2nd/status/1917942830825459811)  2025-05-01T14:02Z [---] followers, [---] engagements


"$nak If $NaK ever has an opportunity its this administration. Give the Government a stake . The $value is immense or its a $0 and a sunk cost. Math of a binary natural resource play"  
[X Link](https://x.com/Ayce2nd/status/1975604055474127232)  2025-10-07T16:48Z [---] followers, [---] engagements


"@TomLeeTracker The man has the treasure mapnext weeks news and his Cathy Wood. What more does one need"  
[X Link](https://x.com/Ayce2nd/status/1990534051565093251)  2025-11-17T21:34Z [---] followers, [---] engagements


"@TomLeeUpdates This man Tom Lee is gobbledygook. I wonder if he ever poops in his pants Does he understand he is saying people are going bust so they magically need to raise another $20 billion to throw on the dumpster fire🔥. He is a walking option with a Dec fuse Biblical prediction"  
[X Link](https://x.com/Ayce2nd/status/1991740212079391167)  2025-11-21T05:27Z [---] followers, [--] engagements


"Thanksgiving is going to be a bust The US standard of living is the Turkey. Where is the calm"  
[X Link](https://x.com/Ayce2nd/status/1991896090233471101)  2025-11-21T15:46Z [---] followers, [--] engagements


"What do you make of the Bitcoin price action. Stock market holding up well despite . Trump has now firmly tied himself to the fortune and whims of the stock market. No President has ever been that bold to speak just words or presume he can tell the stock market what to do"  
[X Link](https://x.com/Ayce2nd/status/1995546647183376789)  2025-12-01T17:32Z [---] followers, [--] engagements


"@MerlijnTrader Here is the fly in the ointment sage Tom. If Bitcoin is such a no-brainer then why does the smart money have to hedge $BTC"  
[X Link](https://x.com/Ayce2nd/status/1998202052644909109)  2025-12-09T01:24Z [---] followers, [---] engagements


"Lets stop talking definition of streaming market share Lets talk who gets to choose that definition. And thats the new antitrust czar. Donald Trump. This is going to the Supreme Court. $wbd $nflx NFLX should take the breakup fee and do a deal with Disney. 😉 BREAKING Contrary to what youre reading in the @WSJ or the @FT the Ellisons saw the @wbd deal slipping away for weeks. They knew @netflixs outside counsel Steve Sunshine had increasingly sold the $WBD board on his interpretation of the antitrust implications of @netflix - BREAKING Contrary to what youre reading in the @WSJ or the @FT the"  
[X Link](https://x.com/Ayce2nd/status/1998417889905537434)  2025-12-09T15:42Z [---] followers, [---] engagements


"@ewarren @AntitrustWire Tell that to the White House. Its open season for US Assets"  
[X Link](https://x.com/Ayce2nd/status/2003536649834365161)  2025-12-23T18:42Z [---] followers, [--] engagements


"The Golden Age of Arbitrage. Warning. Always the last stage of a bull market for reasons an arb professional understands As we wind down a record year of M&A in [----] the current merger arbitrage opportunity set is as large as it has ever been at nearly $800 billion across [--] deals. https://t.co/PIP71WCo52 As we wind down a record year of M&A in [----] the current merger arbitrage opportunity set is as large as it has ever been at nearly $800 billion across [--] deals. https://t.co/PIP71WCo52"  
[X Link](https://x.com/Ayce2nd/status/2003538803492012350)  2025-12-23T18:50Z [---] followers, [--] engagements


"@BillAckman @CAgovernor If you were not so biased and self-vested I actually might include you in master investors. But I know better"  
[X Link](https://x.com/Ayce2nd/status/2004707963056128344)  2025-12-27T00:16Z [---] followers, [--] engagements


"@DougKass @TheStreetPro Lets not forget the boys at S&P inserted $CVNA into the [---] knowing full well the liquidity and vol dynamics. In [--] day a company is worth 30% more because its in an index. Same company nothing stays irrational forever. Can u stay liquid before the demise is the question"  
[X Link](https://x.com/Ayce2nd/status/2010373649556254922)  2026-01-11T15:30Z [---] followers, [---] engagements


"$X $Spy $hess $tsla If the tariffs are so go and protect the steel industry what is the market saying different https://t.co/KiXqbnwIua If the tariffs are so go and protect the steel industry what is the market saying different https://t.co/KiXqbnwIua"  
[X Link](https://x.com/Ayce2nd/status/1896952287190544859)  2025-03-04T15:54Z [---] followers, [---] engagements


"@blue_chip1 The funny thing is mgmt did the exact same game three years. almost went bankrupt saved rinse and repeated. Note S&P inclusion and 50% ascent should be examined and just made the insanity even more severe. And Wall Street of course raised its price targets. $CVNA"  
[X Link](https://x.com/Ayce2nd/status/2016589557655798058)  2026-01-28T19:09Z [---] followers, [---] engagements


"$CVNA. Quiet period for earnings which are now under the microscope. If they exchange halts the stock per rules the quiet period will become quiet louder"  
[X Link](https://x.com/Ayce2nd/status/2016596143602372914)  2026-01-28T19:36Z [---] followers, [---] engagements


"$CVNA. Does anyone if the circuit breaker rules does not apply after 3pm. Any one point this was true"  
[X Link](https://x.com/Ayce2nd/status/2016600757152202976)  2026-01-28T19:54Z [---] followers, [---] engagements


"@RealJimChanos @IndraStocks Illegal is a regulatory matter. Setting up a scheme to camouflage economics to hype a public stock . thats the definition of fraud. $CVNA"  
[X Link](https://x.com/Ayce2nd/status/2016653137566736486)  2026-01-28T23:22Z [---] followers, [----] engagements


"@MinotaurStocks Good time to rewatch FARGO. $CVNA. 😂😂😂"  
[X Link](https://x.com/Ayce2nd/status/2016673122263429594)  2026-01-29T00:41Z [---] followers, [---] engagements


"The true question for those willing to think logically . If you folded in related party OFF BALANCE SHEET😉 economics - what is the true free cash flow of this aggregation. Gotham/ $1B) without the scheme does the business model evaporate using hands length pricing $CVNA"  
[X Link](https://x.com/Ayce2nd/status/2016923882716885494)  2026-01-29T17:18Z [---] followers, [---] engagements


"@GothamResearch $CVNA Whats the old saying. follow the money. Who has the authority to resolve this matter. The Board of Directors 😉 the SEC the Auditors. If I were Carvana management I would show the auditedconsolidated financials and squeeze the shorts 😉"  
[X Link](https://x.com/Ayce2nd/status/2016949816945791330)  2026-01-29T19:01Z [---] followers, [---] engagements


"@StockSavvyShay @VanquishTrader Why do you say 5% FCF yield is nuts is beyond. U liked it 40x FCF or 2.5% FCF. Thats not an investment. that is the greater fool theory. Would you buy a private company for 5% FCF yield. If so I will sell u all the assets you want. Fool"  
[X Link](https://x.com/Ayce2nd/status/2017767741361398123)  2026-02-01T01:11Z [---] followers, [---] engagements


"Question. What is the investor profile of the individual $BITC holders who bought the platypus coin/security over the last [--] months Their collective economic fortitude is about to tested like a man in a rowboat in [--] foot seas. The lifeguard is who"  
[X Link](https://x.com/Ayce2nd/status/1898850784307286039)  2025-03-09T21:38Z [---] followers, [--] engagements


"Good time to remember what we should have done [--] months ago $Bitcoin $CVNA Never stop asking yourself exactly what is this enigma they call Bitcoin $Bitcoin $X Lets start with what is not Its not a store of value Its not a rush to safety Its not . Never stop asking yourself exactly what is this enigma they call Bitcoin $Bitcoin $X Lets start with what is not Its not a store of value Its not a rush to safety Its not "  
[X Link](https://x.com/Ayce2nd/status/2019111809052209607)  2026-02-04T18:12Z [---] followers, [---] engagements

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