# ![@BigBambooIntern Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::2010824039129108480.png) @BigBambooIntern CaymanInterns

CaymanInterns posts on X about ai, $dx, gold, $asa the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::2010824039129108480/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2010824039129108480/c:line/m:interactions.svg)

- [--] Week [------] +106%
- [--] Month [------] +58,457%

### Mentions: [--] [#](/creator/twitter::2010824039129108480/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2010824039129108480/c:line/m:posts_active.svg)


### Followers: [---] [#](/creator/twitter::2010824039129108480/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2010824039129108480/c:line/m:followers.svg)

- [--] Week [---] +27%
- [--] Month [---] +468%

### CreatorRank: [---------] [#](/creator/twitter::2010824039129108480/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2010824039129108480/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  [finance](/list/finance)  [countries](/list/countries)  [technology brands](/list/technology-brands)  [cryptocurrencies](/list/cryptocurrencies)  [financial services](/list/financial-services)  [currencies](/list/currencies)  [automotive brands](/list/automotive-brands)  [luxury brands](/list/luxury-brands)  [celebrities](/list/celebrities) 

**Social topic influence**
[ai](/topic/ai), [$dx](/topic/$dx) #2, [gold](/topic/gold), [$asa](/topic/$asa) #4, [red](/topic/red), [$ritm](/topic/$ritm) #4, [$tyg](/topic/$tyg) #1, [$nly](/topic/$nly), [$ggn](/topic/$ggn) #1, [$nml](/topic/$nml) #1

**Top accounts mentioned or mentioned by**
[@ibladesi](/creator/undefined) [@bigcoveranch](/creator/undefined) [@laziestofdans](/creator/undefined) [@usroute41](/creator/undefined) [@shadetreecap](/creator/undefined) [@logicalnumbers](/creator/undefined) [@georgemaniereg](/creator/undefined) [@dnc](/creator/undefined) [@gardinerisland](/creator/undefined) [@yenoms](/creator/undefined) [@leaderjohnthune](/creator/undefined) [@dollarbill100](/creator/undefined) [@daveymac62](/creator/undefined) [@longtplextrader](/creator/undefined) [@dhsgov](/creator/undefined) [@dividendmaster](/creator/undefined) [@theglobaltrader](/creator/undefined) [@tennee989999](/creator/undefined) [@fbi](/creator/undefined) [@doj](/creator/undefined)

**Top assets mentioned**
[DxChain (DX)](/topic/$dx) [ASA GOLD AND PRECIOUS METALS LIMITED (ASA)](/topic/$asa) [Rithm Capital Corp. (RITM)](/topic/$ritm) [Annaly Capital Management, Inc. (NLY)](/topic/$nly) [AGNC Investment Corp. Common Stock (AGNC)](/topic/$agnc) [CENTRAL FD CDA LTD CL A (CEF)](/topic/$cef) [abrdn Global Infrastructure Income Fund (ASGI)](/topic/$asgi) [PennyMac Financial Services, Inc. Common Stock (PFSI)](/topic/$pfsi) [Alliance Resource Partners LP (ARLP)](/topic/$arlp) [Rocket Companies, Inc. (RKT)](/topic/$rkt) [GammaSwap (GS)](/topic/$gs) [APOLLO COMMERCIAL REAL ESTATE FINANCE, INC. (ARI)](/topic/$ari) [Remme (REM)](/topic/$rem) [Coeur Mining, Inc. (CDE)](/topic/$cde) [Blue Owl Capital, Inc. (OWL)](/topic/$owl) [Exxon Mobil (XOM)](/topic/$xom) [DIA (DIA)](/topic/$dia) [Charles Schwab Corporation (SCHW)](/topic/$schw)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@GardinerIsland has sent word he is cooling his heels down in Twitter Guantanamo this week . He'll check in from time to time"  
[X Link](https://x.com/BigBambooIntern/status/2010830712916631992)  2026-01-12T21:46Z [--] followers, [--] engagements


"want to see sky high PTs and then watch gold price crater so they play it conservative and inch their PT higher lagging the metals move .This is why i'm more interested in miner stox currently as gold/silver can go sideways or even drop 5-10% & miner proffits on moon still"  
[X Link](https://x.com/BigBambooIntern/status/2011809300138578317)  2026-01-15T14:34Z [--] followers, [--] engagements


"@bigcoveranch i know a lawyer who rips the lungs out of people who say things like that"  
[X Link](https://x.com/BigBambooIntern/status/2011882289396085219)  2026-01-15T19:24Z [--] followers, [--] engagements


"@realDonaldTrump : your approach in MN all wrong bring in water cannons and watch how fast soaking wet Soros paid screamers go home in that weather secondly : bring in horses . nothing more effective than [--] big horses charging a crowd of rioters to send them home"  
[X Link](https://x.com/BigBambooIntern/status/2012179659966861416)  2026-01-16T15:06Z [--] followers, [--] engagements


"hey @LaziestofDans . has there ever been a better time in our Street existence to start a GSE mREIT Raise $200mln in IPO get underwriters to work for 5% . Buy $1bln GSE mbs . food fight by investors to buy shares at 5% premium to BV in a pure GSE mREIT"  
[X Link](https://x.com/BigBambooIntern/status/2012311327562190975)  2026-01-16T23:49Z [--] followers, [---] engagements


"this monster jump in $ONIT BV is due to its MSRs doing substantially better $61+ to $72+ BV jump in a single quarter . almost too good to believe who else has huge exposure to MSRs oh yeah $RITM has a tom of MSRs . hmmmmm"  
[X Link](https://x.com/BigBambooIntern/status/2015826515011711333)  2026-01-26T16:37Z [--] followers, [--] engagements


"Rhodium up again to $10775 / oz . @iBladesi may need a few more guards at his warehouse"  
[X Link](https://x.com/BigBambooIntern/status/2016249612462391352)  2026-01-27T20:39Z [---] followers, [---] engagements


"@Ofmtpocimmz huge risk in doing that if it became known that unvetted illegals were given RealID i could quickly see the airlines refuse to accept Minnesota RealID thus only those with passports could fly "  
[X Link](https://x.com/BigBambooIntern/status/2016706561985409429)  2026-01-29T02:54Z [---] followers, [--] engagements


"@WinstonV99 walk me through how this works USD is dropping hard in FX markets and these guys are using that to buy gold at lifetime highs but the coins are tied to USD right"  
[X Link](https://x.com/BigBambooIntern/status/2016878964686360823)  2026-01-29T14:19Z [---] followers, [--] engagements


"Im accepting my down 80bps day like a man But Im well off lows and if USD drifts red like its about to you might see harsh reversal for all the new gold bears"  
[X Link](https://x.com/BigBambooIntern/status/2016913024678867212)  2026-01-29T16:35Z [---] followers, [---] engagements


"yes people this stupid are winning elections to govern people Two Memphis City Council members are suggesting that the snow storm that slammed Memphis was man-made. They say the snow won't melt. I wonder if it has anything to do with the fact that it hasn't been above freezing for a week h/t Memphis Flyer. https://t.co/T7vpgR9NAS Two Memphis City Council members are suggesting that the snow storm that slammed Memphis was man-made. They say the snow won't melt. I wonder if it has anything to do with the fact that it hasn't been above freezing for a week h/t Memphis Flyer."  
[X Link](https://x.com/BigBambooIntern/status/2017243889325756758)  2026-01-30T14:29Z [---] followers, [---] engagements


"@bigcoveranch Bloomberg shows [--] 1/8% YTC [--] 3/4% YTM"  
[X Link](https://x.com/BigBambooIntern/status/2017264830164484159)  2026-01-30T15:53Z [---] followers, [--] engagements


"-350bps worst day since COVID rout "  
[X Link](https://x.com/BigBambooIntern/status/2017357768710099310)  2026-01-30T22:02Z [---] followers, [---] engagements


"$AMLP at fresh [--] month highs Its up 8% ytd blowing away stock indices AI ain't ever going to transport gas thru pipelines or store oil in tanks or generate electricity . safety in a new world where fears of AI can crush a stock 30-40% in days is valuable"  
[X Link](https://x.com/BigBambooIntern/status/2019789504219885644)  2026-02-06T15:05Z [---] followers, [---] engagements


"algo1 to [--] : "hey you see these lenders $RKT & $PFSI up 23% ytd and its only mid Jan friggin $LDI up 45% " " fukk .looks like we missed that one " "maybe not .you seen this $RITM " " yeah too complex " " hows that huge MSR portfolio like $PFSI"  
[X Link](https://x.com/BigBambooIntern/status/2012207028559569353)  2026-01-16T16:55Z [---] followers, [--] engagements


"adding some $GSL late day at $35.19. smallsize"  
[X Link](https://x.com/BigBambooIntern/status/2012265251828289827)  2026-01-16T20:46Z [---] followers, [--] engagements


"$EARN up 330bps today to 3+mo high The famed #DumpsterDivers rejoice"  
[X Link](https://x.com/BigBambooIntern/status/2012268836867785191)  2026-01-16T21:00Z [---] followers, [---] engagements


"$KYN 6mo highs today $TYG at 11mo highs $EMO 4mo highs i still think sector cheap when i look at how rich junk bonds and alot of pds stocks trade"  
[X Link](https://x.com/BigBambooIntern/status/2012313270212809054)  2026-01-16T23:57Z [---] followers, [--] engagements


"$NLY closed at 27% premium to Q3 BV today $DX would have to hit $16.10 to hit same 27% premium and $DX throws off 250bps more divvy yield than $NLY"  
[X Link](https://x.com/BigBambooIntern/status/2012318869910639070)  2026-01-17T00:19Z [---] followers, [---] engagements


"@bigcoveranch probably run with Antigua "  
[X Link](https://x.com/BigBambooIntern/status/2012963893652426982)  2026-01-18T19:02Z [---] followers, [--] engagements


"GSE spreads are 1bp tighter at +79/10yr today 2-10yr 2bps flatter at +61 $HYG flat to $IEI says junk spreads unched $DX Q4 results out . BV up 6+% to $13.45 EAD $34.4mln vs $8.1mln a year ago Q4 Q4 GAAP EPS $1.17 vs $0.51 divvy and they hit the stock"  
[X Link](https://x.com/BigBambooIntern/status/2015809276225151070)  2026-01-26T15:29Z [---] followers, [--] engagements


"$FRO at new 18mo high . could be a @daveymac62 buying spree "  
[X Link](https://x.com/BigBambooIntern/status/2015825689480417454)  2026-01-26T16:34Z [---] followers, [---] engagements


"$RKT now flat on day after opening 2% dump PAR GSE now +78/10yr 2bps tighter on day 10yr UST 5/32 higher on day off this data i'd expect $REM to be solidly green on day don't be surprised if $DX gets there"  
[X Link](https://x.com/BigBambooIntern/status/2015829574177714431)  2026-01-26T16:49Z [---] followers, [--] engagements


"$DX conference call " We have raised $1.5bln over the last [--] months at the most accretive levels in $DX history ""  
[X Link](https://x.com/BigBambooIntern/status/2015832758782718365)  2026-01-26T17:02Z [---] followers, [--] engagements


"@daveymac62 thats OK we'll be celebrating soon enough when $GSL hits $40"  
[X Link](https://x.com/BigBambooIntern/status/2015848236175470598)  2026-01-26T18:04Z [---] followers, [---] engagements


"Proceeds for GCP including repayment of certain debt of PMC and PAS Information from person familiar with the matter who asked not to be identified"  
[X Link](https://x.com/BigBambooIntern/status/2015874840947818852)  2026-01-26T19:49Z [---] followers, [--] engagements


"so this is a reopening of the $500mln PHH Escrow private placement [--] 7/8 of 11/01/2029 which shows a last trade of $104.236"  
[X Link](https://x.com/BigBambooIntern/status/2015875374840774909)  2026-01-26T19:51Z [---] followers, [--] engagements


"$CEE at 4yr highs 1% disco to NAV anticipation Russia signs peace deal in Ukraine"  
[X Link](https://x.com/BigBambooIntern/status/2015891662493438333)  2026-01-26T20:56Z [---] followers, [--] engagements


"$AGNC results out TBV grew 7% QoQ to $8.88 Net spread & dollar roll income $0.35 vs $0.36 in divs issued 35mln shares via ATM ( without this BV would be alot lower ) $AGNC earned $1.50 adjusterd income in [----] vs $1.88 in [----] and consensus is $1.59 in 2026"  
[X Link](https://x.com/BigBambooIntern/status/2015898159340200254)  2026-01-26T21:22Z [---] followers, [---] engagements


"$GSL at new 11yr highs been saying it since $30 that this shipper under $40 dirt cheap"  
[X Link](https://x.com/BigBambooIntern/status/2016177353664213131)  2026-01-27T15:51Z [---] followers, [---] engagements


"@elonmusk Barack Obama had deported wayyyy more illegals than Trump has and there were 15mln less in USA at the time"  
[X Link](https://x.com/BigBambooIntern/status/2016179382952325293)  2026-01-27T15:59Z [---] followers, [--] engagements


"silver & gold now solidly green platinum and palladium losses at opening short attack now cut in half $UUP now plumbing new 4yr lows nothing works better if USD going off cliff than precious metals"  
[X Link](https://x.com/BigBambooIntern/status/2016182867114471561)  2026-01-27T16:13Z [---] followers, [---] engagements


"anybody dipping toes into $UNH $HUM $ELV $CNC thinking Trump backs off a bit"  
[X Link](https://x.com/BigBambooIntern/status/2016219300734861604)  2026-01-27T18:38Z [---] followers, [---] engagements


"Jones Trading hikes $DX PT to $15 1/4says BUY BTIG raised $DX to $16 before Q4 results out"  
[X Link](https://x.com/BigBambooIntern/status/2016224597855617380)  2026-01-27T18:59Z [---] followers, [--] engagements


"$UPS slashing another [-----] jobs . how do they stay in biz after that drone deliveries"  
[X Link](https://x.com/BigBambooIntern/status/2016241195756708272)  2026-01-27T20:05Z [---] followers, [---] engagements


"Norilsk Nickel expects approximate 11% fall in palladium output 6% in platinum 2% in copper in [----] Palladium up 6+% today Platinum up 250bps Rhodium up again to new LT highs [-----] oz @iBladesi wakes up looks at P&L gets a stiffy goes back to sleep"  
[X Link](https://x.com/BigBambooIntern/status/2016521466078982482)  2026-01-28T14:39Z [---] followers, [---] engagements


"i just bet all the cash Biggie lets me trade on $CEF its insanely cheap closed at 9% disco yesterday and its barely green today while silver and gold up 2+% . i had sold it awhile back to get more into gold miners . but this is cheap . probably 10% disco"  
[X Link](https://x.com/BigBambooIntern/status/2016604890399719895)  2026-01-28T20:10Z [---] followers, [--] engagements


"$CEF has consistently traded to 4% discount to NAV both 1yr and last 3yrs it closed at almost 9% disco yesterday and probably at 10% today Using last public numbers its gold bullion holdings are 53.5% of market value and silver bullion 46.5%"  
[X Link](https://x.com/BigBambooIntern/status/2016607853780320466)  2026-01-28T20:22Z [---] followers, [---] engagements


"I'd say current $CEF NAV is $65.5 . To get back to 4% disco would require share price at $62 7/8"  
[X Link](https://x.com/BigBambooIntern/status/2016607855218925582)  2026-01-28T20:22Z [---] followers, [--] engagements


"$TCAI at lifetime high AI infrastructure ETF"  
[X Link](https://x.com/BigBambooIntern/status/2016627996736552982)  2026-01-28T21:42Z [---] followers, [--] engagements


"man did US Steel pick a crap time to sell itself everybody in that space on moon $X would be $100+ if still around look at $MT now up 135% YoY up 25% in January alone"  
[X Link](https://x.com/BigBambooIntern/status/2016890464587178016)  2026-01-29T15:05Z [---] followers, [--] engagements


"26mln more shares sold at fat premium and huge tightening of GSE spreads . I'd own $NLY over $AGNC but $DX the best of the [--] by a long shot currently"  
[X Link](https://x.com/BigBambooIntern/status/2016896792902722030)  2026-01-29T15:30Z [---] followers, [---] engagements


"$UUP continues drifting lower . my losses on day now 50bps off lows the new gold bears grow nervous they've been smoked so many times in last month another rug pull might BK some of them 😆😆"  
[X Link](https://x.com/BigBambooIntern/status/2016926020033552502)  2026-01-29T17:26Z [---] followers, [---] engagements


"TRUMP ADMINISTRATION SAID TO BE PREPARING WARSH FED NOMINATION PRECIOUS METALS CRUSHED ON THE NEWS AS $UUP RALLIED HARD do they really think Warsh is going to be this hawkish"  
[X Link](https://x.com/BigBambooIntern/status/2017066773745406235)  2026-01-30T02:46Z [---] followers, [---] engagements


"gold acts like Warsh is going into a rate hiking mode but $UUP up just 45bps after a substantial sell off acts more like Warsh does nothing for awhile the YC is 2+bps steeper at +70 slight lean towards Warsh being dovish"  
[X Link](https://x.com/BigBambooIntern/status/2017233490870170051)  2026-01-30T13:48Z [---] followers, [---] engagements


"$IVR results out Solid EAD at $0.56 vs $0.36 in divvies paid out but its down from $0.58 in Q3 net income at $0.68 down from $0.74 in Q3 BV up only 3+% not very good now at just 1% premium to BV which for GSE mREITs is good"  
[X Link](https://x.com/BigBambooIntern/status/2017247674479620333)  2026-01-30T14:44Z [---] followers, [---] engagements


"i keep seeing headlines about DOLLAR SOARING ON WARSH PICK DOLLAR HAVING BIGGEST RALLY SINCE JULY when $UUP and DXY are at [--] day highs"  
[X Link](https://x.com/BigBambooIntern/status/2017274461691465964)  2026-01-30T16:31Z [---] followers, [---] engagements


"$RITM down 9% because $PFSI is down 35% . bit crazy given $RITM is much more than just an MSR play and of course wasn't at 2x book value like $PFSI was ( $RITM well under BV ) that and $PMT intriguing here"  
[X Link](https://x.com/BigBambooIntern/status/2017282892871725367)  2026-01-30T17:04Z [---] followers, [---] engagements


"oil rally kaput cuz Iran agrees to talks with USA i've seen this bad movie like [---] times before just circle jerk delaying moves to give Iranians time to batten down hatches to make US bombing less effective"  
[X Link](https://x.com/BigBambooIntern/status/2017322692328780254)  2026-01-30T19:43Z [---] followers, [---] engagements


"@DrBankrupt @iBladesi yes . $PFSI loss is somebody else's gain but theory is thers are working for too little margin to get the refi biz at which point everybody loses"  
[X Link](https://x.com/BigBambooIntern/status/2017354342454460486)  2026-01-30T21:48Z [---] followers, [--] engagements


"@iBladesi has put Fridays NAV hit behind him ( it was bigger than the GDP of a few countries ) & invited a few local gals over for his favorite drinking game https://www.instagram.com/reel/DUMoPXNjFCg/igsh=NGg3YTY4Znd5bzFz https://www.instagram.com/reel/DUMoPXNjFCg/igsh=NGg3YTY4Znd5bzFz"  
[X Link](https://x.com/BigBambooIntern/status/2018151046137168056)  2026-02-02T02:34Z [---] followers, [--] engagements


"@petrolengg ouch . i think i added some $CEF and $GGN same day i lost 350bps on Friday largest loss in dollars ever at least with gold i understood it as gold had soared from $4600 to $5400+ in a matter of days mREIT sell off what puzzled me"  
[X Link](https://x.com/BigBambooIntern/status/2018420385427943595)  2026-02-02T20:24Z [---] followers, [--] engagements


"$MATX begins to remind me of $PFSI at $160 . why buy 13x multiple and divvy well under 1% when you can buy $GSL at 3+ multiple and a [--] 5/8% divvy that probably gets jacked soon given debt paydown has been so large . avg quarterly [----] EPS $2.65 vs $0.625 divvy"  
[X Link](https://x.com/BigBambooIntern/status/2018422371699355868)  2026-02-02T20:32Z [---] followers, [---] engagements


"Chicago Bears Pursued by Indiana With New Stadium Financing Bill to escape Chicago should cost Indiana a few cases of Schlitz and a paton the back"  
[X Link](https://x.com/BigBambooIntern/status/2018432468852830347)  2026-02-02T21:12Z [---] followers, [---] engagements


"@HayekAndKeynes Move the UN to Libya or North Korea"  
[X Link](https://x.com/BigBambooIntern/status/2018495170937819253)  2026-02-03T01:22Z [---] followers, [---] engagements


"$GSL hit a 10yr high yesterday . Looks like somebody is ringing the register and selling a chunk . no news and still trading at 3+x with its long term debt dropping like a stone sending its TBV to probably $50 when Q4 results come out"  
[X Link](https://x.com/BigBambooIntern/status/2018698580693836123)  2026-02-03T14:50Z [---] followers, [---] engagements


"@bigcoveranch gold stox lagging gold price on way up . as expected people nervous we get another Friday style sell off"  
[X Link](https://x.com/BigBambooIntern/status/2018710198307746266)  2026-02-03T15:36Z [---] followers, [--] engagements


"cry some more bee-otchn 🚨 FAFO ALERT: After DAYS of obstructing ICE operations in Los Angeles leftist agitator Maria Santay is CRYING ON CAMERA as agents finally move in to arrest her These people think theyre IMMUNEAnd this chick just learned https://share.newsbreak.com/h3n9mdlhs=i2 https://share.newsbreak.com/h3n9mdlhs=i2"  
[X Link](https://x.com/BigBambooIntern/status/2018715257280061602)  2026-02-03T15:56Z [---] followers, [---] engagements


"@disclosetv translation THAT FUCK MUSK IS MAKING MAKING ME LOOK LIKE A MONSTER BECAUSE I IMPORTED [------] MORE VOTERS FROM THIRD WORLD AFRICA AND HOPED NOBODY WOULD NOTICE"  
[X Link](https://x.com/BigBambooIntern/status/2018726009856458935)  2026-02-03T16:39Z [---] followers, [--] engagements


"Deutsche Bank Group Stuck With Software Loans in Rare Hung Deal A group of banks led by Deutsche Bank AG has been unable to sell about $1.2 billion of loans backing the acquisition of a software provider due to investor fears surrounding disruption from artificial intelligence"  
[X Link](https://x.com/BigBambooIntern/status/2018755952611033508)  2026-02-03T18:38Z [---] followers, [---] engagements


"shipping sector solidly red today . except of course $MATX which just ignores all shipping metrics and charges into alltime high territory and is up almost 100% in last [--] months . i suspect its going to get the $PFSI treatment on slightest hiccup in earnings"  
[X Link](https://x.com/BigBambooIntern/status/2019065445756604516)  2026-02-04T15:08Z [---] followers, [---] engagements


"$AMLP flat on day but MLP CEF all down 1%"  
[X Link](https://x.com/BigBambooIntern/status/2019096860393136418)  2026-02-04T17:12Z [---] followers, [---] engagements


"@RyanGirdusky he is a lifetime @DNC voter . thus @TheDemocrats will keep him out of jail no matter how many more rape & murder victims he attacks because they don't care about anything but votes whether its fentanyl dealers from Venezuela or sicvk bastards like this felon"  
[X Link](https://x.com/BigBambooIntern/status/2019105642229940501)  2026-02-04T17:47Z [---] followers, [--] engagements


"NYC Congressman Dan Goldman Says Trump White House Trying to Rig [----] Vote By Requiring Picture ID. " How dare Trump assume black & Latino people know how to obtain picture ID ""  
[X Link](https://x.com/BigBambooIntern/status/2019117800284098797)  2026-02-04T18:36Z [---] followers, [---] engagements


"Patriots Seahawks Face California Tax Bill in Super Bowl Pursuit The New England Patriots and Seattle Seahawks will play in Super Bowl LX at Levis Stadium in California which has a top marginal rate of 13.3% on wage income and capital gains that exceed $1 million a year"  
[X Link](https://x.com/BigBambooIntern/status/2019118361011945968)  2026-02-04T18:38Z [---] followers, [---] engagements


"amazing . even mighty $PLTR getting decimated on assumption even its software will be hurt by AI competition"  
[X Link](https://x.com/BigBambooIntern/status/2019129208493207699)  2026-02-04T19:21Z [---] followers, [---] engagements


"shipping sector whacked 2-6% today on zero news really no ladies $GSL is not a software company . but its having worst day in [--] months simply cuz its up alot in last [--] months"  
[X Link](https://x.com/BigBambooIntern/status/2019130558417445276)  2026-02-04T19:26Z [---] followers, [---] engagements


"yup. @RepJerryNadler doing his best to get his looney tunes @DNC voters to shoot ICE officers Nadler described ICE agents as masked individuals committing fascism & stated citizens feeling attacked might be justified in defending themselves by shooting"  
[X Link](https://x.com/BigBambooIntern/status/2019131145489904044)  2026-02-04T19:29Z [---] followers, [---] engagements


"down goes Frazier . and $GOOGL and $QCOM"  
[X Link](https://x.com/BigBambooIntern/status/2019155248867418409)  2026-02-04T21:05Z [---] followers, [---] engagements


"uranium sector smashed today Cameco had biggest down day in a year $LEU has done a $435 to $250 plunge in last 3+months"  
[X Link](https://x.com/BigBambooIntern/status/2019161726072066520)  2026-02-04T21:30Z [---] followers, [---] engagements


"@JesseKellyDC unbelievable that 1/3 of Democrats think Harris is their best bet . @DNC is well known to shun election losers Gore & Kerry & #HillHag were never contenders after losing"  
[X Link](https://x.com/BigBambooIntern/status/2019432005218496799)  2026-02-05T15:24Z [---] followers, [--] engagements


"@jimiuorio Newsom won't go quietly . But Soros /Steyer /etc might put $50mln in some PAC for Newsom as a payoff to quietly back off for Harris"  
[X Link](https://x.com/BigBambooIntern/status/2019435958949822554)  2026-02-05T15:40Z [---] followers, [--] engagements


"@LogicalNumbers @Dollar_Bill_100 @LongTplexTrader @LeaderJohnThune Vance will be a limp nobody if DNC takes House and Senate in November . it will be non-stop @DNC inquisitions ( including Vance )and impeachments of Trump and ICE agents charged with crimes and millions pouring over borders as BP and ICE get defunded / villified"  
[X Link](https://x.com/BigBambooIntern/status/2019436619166806193)  2026-02-05T15:43Z [---] followers, [--] engagements


"@Dollar_Bill_100 this credit scare unlike any in my experience smart guys made reasonable loans to software developers . suddenly AI comes on scene and every software company gets treated like they have corporate AIDs overnight "  
[X Link](https://x.com/BigBambooIntern/status/2019440768595742866)  2026-02-05T15:59Z [---] followers, [--] engagements


"$RIO bails on Glencore deal $RIO down 4+% $GLNCY down 5+% usually one side rallies when a deal gets called off"  
[X Link](https://x.com/BigBambooIntern/status/2019449836861374714)  2026-02-05T16:35Z [---] followers, [---] engagements


"Hedgie guys back in NYC moaning to us about below zero weather this weekend . supposed to be [--] & sunny here Saturday #LifesABeach"  
[X Link](https://x.com/BigBambooIntern/status/2019465093604311420)  2026-02-05T17:36Z [---] followers, [---] engagements


"just heard .@bigcoveranch screaming up in his trading room; " GO YOU LITTLE BITCH " Thought one of us interns was in trouble Turns out he's all excited about his $EPD position going vertical phew"  
[X Link](https://x.com/BigBambooIntern/status/2019466094545674641)  2026-02-05T17:40Z [---] followers, [---] engagements


"Italys cabinet approved a decree expanding police powers a step that is triggering criticism from opposition parties and civil-rights groups. The sweeping new rules backed by Prime Minister Giorgia Meloni will let authorities detain protesters up to"  
[X Link](https://x.com/BigBambooIntern/status/2019469301548282097)  2026-02-05T17:52Z [---] followers, [--] engagements


"@LogicalNumbers @Dollar_Bill_100 @LongTplexTrader @LeaderJohnThune @DNC @FBI @doj @DHSgov @GOP you can bet @GOP has many who will turn on Trump to over ride his vetos if they lose House and Senate . Plenty of the usual assholes in Senate will claim the losses all Trump's fault"  
[X Link](https://x.com/BigBambooIntern/status/2019483465561903283)  2026-02-05T18:49Z [---] followers, [--] engagements


"@LogicalNumbers @Dollar_Bill_100 @LongTplexTrader @LeaderJohnThune @DNC @FBI @doj @DHSgov @GOP emphasis on @GOP losing House and Senate if that happens Trump becomes radioactive to GOP in Congress"  
[X Link](https://x.com/BigBambooIntern/status/2019486759185273121)  2026-02-05T19:02Z [---] followers, [--] engagements


"Anthropic is releasing a new version of its AI model Claude Opus [---] designed to carry out financial research & other work-related functions. The release of Opus [---] has caused shares of financial services companies to slump with companies like $FDS & $SPGI plunging"  
[X Link](https://x.com/BigBambooIntern/status/2019488446687928338)  2026-02-05T19:09Z [---] followers, [---] engagements


"New Yorks pension funds which have exposure to $900 million of Palantir Technologies Inc. stock are questioning the software company over its business dealings with US Immigration and Customs Enforcement and the Department of Homeland Security"  
[X Link](https://x.com/BigBambooIntern/status/2019492558468952363)  2026-02-05T19:25Z [---] followers, [---] engagements


"$UWMC uo over 5% offf morning lows with rally in rates has taken $TWO green $RKT still down 4% $BETR getting worse"  
[X Link](https://x.com/BigBambooIntern/status/2019499430488002978)  2026-02-05T19:52Z [---] followers, [---] engagements


"$EINC new 10yr highs MLP ETF 91% pipelines"  
[X Link](https://x.com/BigBambooIntern/status/2019501446111146042)  2026-02-05T20:00Z [---] followers, [--] engagements


"@Macdonald3421 100% agree . With Who's Next a close second"  
[X Link](https://x.com/BigBambooIntern/status/2019502662169895093)  2026-02-05T20:05Z [---] followers, [--] engagements


"@Macdonald3421 BlackRock was probably my best account over my career on Street . ( mortgage backed securities )"  
[X Link](https://x.com/BigBambooIntern/status/2019504276263850481)  2026-02-05T20:11Z [---] followers, [--] engagements


"30yr bonds up a full point well one positive to another stock crash is a bid for UST has come back"  
[X Link](https://x.com/BigBambooIntern/status/2019514928563142942)  2026-02-05T20:54Z [---] followers, [---] engagements


"@LogicalNumbers @Dollar_Bill_100 @LongTplexTrader @LeaderJohnThune @DNC @FBI @doj @DHSgov @GOP Trump will be seen as ultimate lame duck if they lose Congress later this year and looking at the redistricting in CA and now VA the House is gonzo . Senate up for grabs"  
[X Link](https://x.com/BigBambooIntern/status/2019519594806014058)  2026-02-05T21:12Z [---] followers, [--] engagements


"@USRoute41 @Shadetreecap @iBladesi rumor has it he is about to print an ABS deal using his Porsche collection as the collateral "  
[X Link](https://x.com/BigBambooIntern/status/2019523140976865578)  2026-02-05T21:26Z [---] followers, [--] engagements


"@ScottPresler this was the danger of making @LeaderJohnThune the Leader he will retain his seat come hell or high water as South Dakota made communists illegal shame on the @SenateGOP in close states supporting Thune with silence they should be screaming for SAVE"  
[X Link](https://x.com/BigBambooIntern/status/2019524042148233641)  2026-02-05T21:30Z [---] followers, [--] engagements


"@DefiantLs they can't add they can't read and they rely on ChatGPT to write for them . i guess they planning on being a Soros rioter rest of life"  
[X Link](https://x.com/BigBambooIntern/status/2019524457526935623)  2026-02-05T21:32Z [---] followers, [--] engagements


"hey . thats @DividendMaster and @GardinerIsland and i believe that pool bar is in Jamaica . looks like they found a fast boat and got off Cuba for awhile Boomers collecting $700k a year in interest watching your fake internet money vanish from the screen. https://t.co/OMzG8MdAKU Boomers collecting $700k a year in interest watching your fake internet money vanish from the screen. https://t.co/OMzG8MdAKU"  
[X Link](https://x.com/BigBambooIntern/status/2019527003259494427)  2026-02-05T21:42Z [---] followers, [---] engagements


"As @ibladesi knows these types of women throw themselves at Porsche 911s https://www.instagram.com/reel/DUFErM1FG-x/igsh=MXRxbHIzcTBmbzA3aw== https://www.instagram.com/reel/DUFErM1FG-x/igsh=MXRxbHIzcTBmbzA3aw=="  
[X Link](https://x.com/BigBambooIntern/status/2019620893979476323)  2026-02-06T03:55Z [---] followers, [--] engagements


"Hedgie bros back home feeling lonely have offered to send us private jet for Super Bowl party . We looked at weather forecast up there & said HELL NO but you can come here . They claim all jets booked already heading south . We laughed and said call @stkbullgod"  
[X Link](https://x.com/BigBambooIntern/status/2019778316891250961)  2026-02-06T14:20Z [---] followers, [---] engagements


"@GardinerIsland calling from Jamaica asking where GSE spreads are . I see them 1bp tighter on day at +79/10yr . YC is 1bp flatter and UST solidly red along with USD i hear women giggling in background . GIC says @DividendMaster hired some interns while they hide out"  
[X Link](https://x.com/BigBambooIntern/status/2019793835052663119)  2026-02-06T15:22Z [---] followers, [--] engagements


"in Half Moon Bay . Apparently Cuba a mess with Trump cutting off oil to island so they may hang in Jamaica for a bit . He says DM hired the daughter of this lady who he claims was on a poster every high school & college guy had on their walls in 70-80's . but why"  
[X Link](https://x.com/BigBambooIntern/status/2019793836927508713)  2026-02-06T15:22Z [---] followers, [---] engagements


"@LogicalNumbers yes . but how many times in history has gold /silver /platinum / palladium rallied this fast if oil dropped to $25 a barrel you would see airlines all rally 25% instantly despite fact some would show zero profit increase "  
[X Link](https://x.com/BigBambooIntern/status/2019794471144075348)  2026-02-06T15:25Z [---] followers, [--] engagements


"Anti-ICE protestors from THOUSANDS of miles away were just seen getting of a bus to take over a Target store in BostonWhere are you fromSan FranciscoAgain: NONE OF THIS IS ORGANIC https://share.newsbreak.com/h5deja1cs=i2 https://share.newsbreak.com/h5deja1cs=i2"  
[X Link](https://x.com/BigBambooIntern/status/2019806094298624251)  2026-02-06T16:11Z [---] followers, [--] engagements


"$RKT green 1% $UWMC red 350bps be rest assured Mat Ishbia selling more shares as his pro-team loan covenants demand"  
[X Link](https://x.com/BigBambooIntern/status/2019810946668195873)  2026-02-06T16:30Z [---] followers, [---] engagements


"Jeffrey Epstein Offered a Tall Swedish Blonde to Anil Ambani Jeffrey Epstein spent years cultivating a relationship with Anil Ambani a scion of Indias wealthiest family with messages between them discussing world affairs business and women. .and"  
[X Link](https://x.com/BigBambooIntern/status/2019811511007609253)  2026-02-06T16:32Z [---] followers, [---] engagements


"@GardinerIsland texting me this story telling me to finish internship get that private equity job work hard .don't be that "swedish blonde" getting traded like baseball cards thanks GIC . now you sound like my dad"  
[X Link](https://x.com/BigBambooIntern/status/2019815533542293589)  2026-02-06T16:48Z [---] followers, [--] engagements


"@CollinsforTX even 3rd world Somalia has voter ID and still Democrats scream about racism"  
[X Link](https://x.com/BigBambooIntern/status/2019819961032798664)  2026-02-06T17:06Z [---] followers, [--] engagements


"@WallStreetMav in NYC we have teachers demanding #Mamdani seize any business that leaves for Florida #Mamdani claims he will solve rents by buying buildings renovating and rentingout #Mamdani says he will run supermarkets cheaper all commies can do is talk about running everything"  
[X Link](https://x.com/BigBambooIntern/status/2019857072213623131)  2026-02-06T19:33Z [---] followers, [--] engagements


". and trust me @TheDemocrats will try to make this a reality for all 78mln who voted for Trump If you still support ICE and dont want to abolish it you should be thrown into a reeducation camp https://t.co/z867UwuXcz If you still support ICE and dont want to abolish it you should be thrown into a reeducation camp https://t.co/z867UwuXcz"  
[X Link](https://x.com/BigBambooIntern/status/2019885476476244025)  2026-02-06T21:26Z [---] followers, [---] engagements


"Mamdani NYC health department staffers launch Global Oppression Working Group accusing Israel of genocide Every department under Mamdani will do nothing for residents . Its all Jew hate politics 24/7 https://share.newsbreak.com/h5kw9fyks=i2 https://share.newsbreak.com/h5kw9fyks=i2"  
[X Link](https://x.com/BigBambooIntern/status/2019905904632545449)  2026-02-06T22:47Z [---] followers, [--] engagements


"Tens of Thousands in NYC Without Heat Slam Mayor Zohran Mamdani The Commie is very busy attack Trump & Jews . No time for heating problems Burn some furniture if youre cold https://www.breitbart.com/pre-viral/2026/02/05/tens-of-thousands-in-nyc-without-heat-tenants-slam-mayor-zohran-mamdani/ https://www.breitbart.com/pre-viral/2026/02/05/tens-of-thousands-in-nyc-without-heat-tenants-slam-mayor-zohran-mamdani/"  
[X Link](https://x.com/BigBambooIntern/status/2019907113317753176)  2026-02-06T22:52Z [---] followers, [--] engagements


"@WHLeavitt @RebelCartoon A A A A A A A A A A A"  
[X Link](https://x.com/BigBambooIntern/status/2020295903329067221)  2026-02-08T00:37Z [---] followers, [--] engagements


"@its_The_Dr Monty Python & The Holy Grail"  
[X Link](https://x.com/BigBambooIntern/status/2020298463343440267)  2026-02-08T00:47Z [---] followers, [--] engagements


"i've been asked to research $IREN i told Biggie its one of those strox that in 9-12 months could easily be at $150 . or at $0 #DonutPotential"  
[X Link](https://x.com/BigBambooIntern/status/2020545694591824004)  2026-02-08T17:10Z [---] followers, [---] engagements


"$GS trading desk says algos are listening to @Shadetreecap US stox are facing more selling this week from trend-following algorithmic funds according to $GS's trading desk. A renewed decline could trigger about $33bln of selling this week & if the S&P [---] falls below 6707"  
[X Link](https://x.com/BigBambooIntern/status/2020547837440774468)  2026-02-08T17:18Z [---] followers, [--] engagements


"it could unlock up to $80bln of additional systematic selling over the next month. Thin liquidity & short gamma positioning will keep the market choppy potentially magnifying swings in either direction as dealers buy into rallies & sell into drawdowns to balance positions"  
[X Link](https://x.com/BigBambooIntern/status/2020547838673903780)  2026-02-08T17:18Z [---] followers, [--] engagements


"Bessent Sees Unruly Chinese Trading Behind Gold Price Swings Bessent cited Chinese traders as a reason behind last weeks wild swings in the gold market. Bessent expects @federalreserve to move cautiously in any effort to trim its balance sheet & to take at least 1yr"  
[X Link](https://x.com/BigBambooIntern/status/2020548640306045234)  2026-02-08T17:21Z [---] followers, [--] engagements


"to decide what to do. Bessent said President Donald Trumps nominee to become the next Federal Reserve chair Kevin Warsh is going to be very independent but mindful that the Fed is accountable to the American people"  
[X Link](https://x.com/BigBambooIntern/status/2020548642789089486)  2026-02-08T17:21Z [---] followers, [--] engagements


". and all across Hedgiestan Greenwich the #FinanceBros did shiver [--] and partly cloudy day down here on the beach the bros are such losers .they all lost $$$ in markets last week so they wouldn't spring for the $27000 private jet to come to our Super Bowl"  
[X Link](https://x.com/BigBambooIntern/status/2020552107313508482)  2026-02-08T17:35Z [---] followers, [--] engagements


"party . Biggie putting out the giant screen TV by the pool . None of cares about game . just the commercials Pro-tip . go to Kalshi & bet that Lady Gaga will NOT be the guest star at half time as most expect . ( its somebody else )"  
[X Link](https://x.com/BigBambooIntern/status/2020552108794110394)  2026-02-08T17:35Z [---] followers, [---] engagements


"Armed migrant robbery crew busted after NYC hold-up immediately released without bail . Illegals can literally kill people in NYC & #Mamdani will release them to donut again https://share.newsbreak.com/h6kexhrns=i2 https://share.newsbreak.com/h6kexhrns=i2"  
[X Link](https://x.com/BigBambooIntern/status/2020567792001364233)  2026-02-08T18:37Z [---] followers, [---] engagements


"@GumpBrown sorta like Jimmy Carter thanking the lord for Joe Biden replacing him as worst president in history"  
[X Link](https://x.com/BigBambooIntern/status/2020579699395883431)  2026-02-08T19:25Z [---] followers, [--] engagements


"@yenoms @iBladesi @LaziestofDans i still have a few scars from $RC but they are fading"  
[X Link](https://x.com/BigBambooIntern/status/2021256646501028100)  2026-02-10T16:15Z [---] followers, [--] engagements


"$AMR $BTU getting smacked 4+% lower on zero news"  
[X Link](https://x.com/BigBambooIntern/status/2021282375796232586)  2026-02-10T17:57Z [---] followers, [---] engagements


"hey @carpool_ceo WTF is going on with $KEN it used to trade in line with $ZIM given it owned a bunch .now its gone straight up without showing any sign of increased earnings or whatever . $20 to $76 in last [--] months"  
[X Link](https://x.com/BigBambooIntern/status/2021308653228241203)  2026-02-10T19:41Z [---] followers, [---] engagements


"$HYG flattish on day no signs of credit issues causing this dump $REM still solidly green GSE spreads 2bps tighter on day weird sell off"  
[X Link](https://x.com/BigBambooIntern/status/2021990901053370441)  2026-02-12T16:52Z [---] followers, [---] engagements


"this is Bob Bob owns the Palm Beach Porsche dealership Bob knows @iBladesi total portfolio which he watches with great interest Bob sees @iBladesi NAV soaring today which means Bob will be selling some more 911's Bob is very happy man Hookers & blow will flow"  
[X Link](https://x.com/BigBambooIntern/status/2022352310329135303)  2026-02-13T16:48Z [---] followers, [---] engagements


"side and $MNDY $CRM & $DUOL on the short side. The launch comes as anxiety over AI's disruptive potential intensifies with software stocks trading at about [--] times earnings down from roughly [--] times earnings a year ago and earnings expectations remaining broadly intact"  
[X Link](https://x.com/BigBambooIntern/status/2022384417461928368)  2026-02-13T18:56Z [---] followers, [---] engagements


"more on $UTF it was at a premium to NAV most of [----] and 75% of [----] . When it hit 6% premium to NAV last September they did a rights offering that slammed it to 9% disco to NAV . its at 6% disco now . @USRoute41 @BigBambooIntern $UTF being near a [--] week high is a bit of a drawback. @USRoute41 @BigBambooIntern $UTF being near a [--] week high is a bit of a drawback"  
[X Link](https://x.com/BigBambooIntern/status/2022399039472627894)  2026-02-13T19:54Z [---] followers, [---] engagements


"wow. $AMLP up 220bps new [--] month high every MLP CEF lagged $AMLP . means most should see deeper discounts to NAV on Monday"  
[X Link](https://x.com/BigBambooIntern/status/2022410909105426924)  2026-02-13T20:41Z [---] followers, [---] engagements


"deport 15mln ( about half of all illegals ) and problems like this go bye bye American mother says her daughter is [--] of only [--] children in her entire math class that speaks English She doesn't get to learn math because there's [--] plus other kids who don't know English and the teacher has to accommodate them Why am I paying property taxes Why am I https://t.co/GRmOC81HfX American mother says her daughter is [--] of only [--] children in her entire math class that speaks English She doesn't get to learn math because there's [--] plus other kids who don't know English and the teacher has to accommodate"  
[X Link](https://x.com/BigBambooIntern/status/2012249118907736074)  2026-01-16T19:42Z [---] followers, [--] engagements


"Shares in stocks like $LDI & and $OPEN jumped on Friday after National Economic Council Director Kevin Hassett said Trump will announce a proposal enabling savers in 401(k) retirement plans to use some of their money for down payments on home purchases"  
[X Link](https://x.com/BigBambooIntern/status/2012258037403164774)  2026-01-16T20:17Z [---] followers, [---] engagements


"@SenWarren Trump's Big Ugly Bill gave BILLIONS to ICE and giant corporationsusing money meant to lower your health care costs. oh stop Liawatha . Deport 15mln illegals & you slash the Medicaid costs they generate plus waiting rooms become empty and hospitals compete for patients"  
[X Link](https://x.com/BigBambooIntern/status/2012564390273302715)  2026-01-17T16:35Z [---] followers, [--] engagements


"sell $NLY $AGNC or any of the shitco GSE mREITs allday long vs $DX . sector as a whole getting whacked a bit today on zero bad news"  
[X Link](https://x.com/BigBambooIntern/status/2015809277697368478)  2026-01-26T15:29Z [---] followers, [--] engagements


"$BAC raises $IVR PT to $8.25 from $7.50 and keeps it a SELL rating mother of god . $ONIT releasing prelim Q4 results book value now in the $71 to $74 range Q4 EPS will be $12.20 to $15 per share . NO WONDER THE FLORIDA MAFIA BEEN BUYING THE CRAP OUT OF IT"  
[X Link](https://x.com/BigBambooIntern/status/2015812313777889579)  2026-01-26T15:41Z [---] followers, [--] engagements


"$DX and more so $ONIT are your buys du jour $RWT is meetingf with BTIG today and is presenting a new Non-QM lending platform called Aspire .getting no love but then again mortgage REITs a wall of red this AM for no reason"  
[X Link](https://x.com/BigBambooIntern/status/2015813320016581095)  2026-01-26T15:45Z [---] followers, [--] engagements


"@bigcoveranch lets me run a small portfolio for him i bought $ONIT & $DX at opening dumps as both posted very positive news this morning algos simply decided to dump everything with word 'mortgage' today crazy"  
[X Link](https://x.com/BigBambooIntern/status/2015820175111557185)  2026-01-26T16:12Z [---] followers, [--] engagements


"" We see hedged ROE in the mid-teens at 7x leverage and at 8x leverage we see mid to high teens ROE " $DX emphasizes this return assumes flat rates and just carry trade Lots of analyst angst that spreads can't go tighter "  
[X Link](https://x.com/BigBambooIntern/status/2015834735436611982)  2026-01-26T17:10Z [---] followers, [--] engagements


"$DX now up 160bps off the lows why anybody would sell it on stellar Q4 results beyond me and i sure as hell added it should be green 100bps $ONIT issued an 8-K today that apparently few are bothering to read adjusted EPS somewhere in the $7 to $11 per share in"  
[X Link](https://x.com/BigBambooIntern/status/2015847004182634714)  2026-01-26T17:59Z [---] followers, [---] engagements


"@Rollo_c how is it $METC earned $2.60 in [----] $1.73 in [----] but has been losing money ever since"  
[X Link](https://x.com/BigBambooIntern/status/2015850801810346407)  2026-01-26T18:14Z [---] followers, [--] engagements


"$ASA only up 1% might be at 15% disco to NAV by now cray cray"  
[X Link](https://x.com/BigBambooIntern/status/2015856654063980773)  2026-01-26T18:37Z [---] followers, [--] engagements


"$ASA selling off hard despite precious metals still strong lots of temptation to take profits in the space but gold stox have huge upside if gold were to stay in this area for a few months without going any higher"  
[X Link](https://x.com/BigBambooIntern/status/2015872318392717360)  2026-01-26T19:39Z [---] followers, [--] engagements


"$EFC printing a secondary 8.775mln shares with 1.316mln greenshoe now at flat to Q3 BV"  
[X Link](https://x.com/BigBambooIntern/status/2015894735898976663)  2026-01-26T21:08Z [---] followers, [---] engagements


"$TYG went from 1% premium to 4% disco yesterday with [--] 1/8% divvy yield buyers rushing back in methinks $NML is the buy in sector . 7.8% divvvy yield which is causing sector wide 11% disco to NAV however its been [--] 1/2yrs since last divvy increase they're due"  
[X Link](https://x.com/BigBambooIntern/status/2016174004516614527)  2026-01-27T15:38Z [---] followers, [--] engagements


"would ya look at this round trip in $ASA how many moms and pops sold under $71 and now its $73 this is how algos win far more than 50% of time scare retail into a selling stampede . then scoop it all up cheap"  
[X Link](https://x.com/BigBambooIntern/status/2016187730103775722)  2026-01-27T16:33Z [---] followers, [---] engagements


"when i see people criticize Nierenberg at $RITM for buying $PGRE claiming office space is a disaster i like them to look at $SPG doing a $40 to $185 recovery "  
[X Link](https://x.com/BigBambooIntern/status/2016221863999943053)  2026-01-27T18:48Z [---] followers, [---] engagements


"@BitcoinTina $PGRE = Paramount Group . deal just closed the other day"  
[X Link](https://x.com/BigBambooIntern/status/2016225089461629035)  2026-01-27T19:01Z [---] followers, [--] engagements


"New $EFC common stock offering supposedly to refund its Series A pfd The series A pfd yield off last dividend is 9.5% at $25 $EFC common yield is 11.66% currently why do this common secondary to grow your interest expenses overall"  
[X Link](https://x.com/BigBambooIntern/status/2016232277424939138)  2026-01-27T19:30Z [---] followers, [--] engagements


"seems like just yesterday @theglobaltrader was telling me to buy $AU and $SQM at $35 . i'm glad he hasn't told @bigcoveranch i didn't listen to him i might get exiled to NYC and freeze to death"  
[X Link](https://x.com/BigBambooIntern/status/2016525652254511230)  2026-01-28T14:55Z [---] followers, [---] engagements


"$HQL $HQH 10% $PNI 12% $NRK 6% $NAN flat $VTN -5% notice discos to NAV in gold stuff widening . Reflects retail afraid of gold taking a $200 dump . If gold would just go sideways awhile gold stox would rally harder"  
[X Link](https://x.com/BigBambooIntern/status/2016541785506423290)  2026-01-28T16:00Z [---] followers, [---] engagements


"hey Stu Rothstein at $ARI stock not really loving your news that much today you were at $11 in September may i suggest you hire a GSE trader somewhere and announce you will reinvest the cash from sale into GSE mbs given the insane premiums to BV at $NLY and $AGNC"  
[X Link](https://x.com/BigBambooIntern/status/2016581608157909085)  2026-01-28T18:38Z [---] followers, [--] engagements


"@yenoms $ARI is selling its entire $9bln CRE portfolio to insurance company Athene . Will leave them with $1.4bln in cash after all debt paid off .This equates to $12.05 BV per share . If smart they buy GSE mbs and run like $DX until they sort out new LT plan i bought some too"  
[X Link](https://x.com/BigBambooIntern/status/2016675029929402674)  2026-01-29T00:49Z [---] followers, [--] engagements


"everything $GNT is long ( gold stox oil stox basemetals miners ) up big today . it closed at 9% disco to NAV andmight be at 10% now . sports an [--] 3/8% divvvy yield too i added already and may buy more"  
[X Link](https://x.com/BigBambooIntern/status/2016886295285383638)  2026-01-29T14:48Z [---] followers, [--] engagements


"$NLY results out today EAD of $0.74 vs $0.70 divvy Q4 BV of $20.21 is 5% higher so it was at 20% premium to Q4 BV at close yesterday typical $NLY results . not great but certainly 'good' getting hit a bit i suspect on hopes BV would have done better given"  
[X Link](https://x.com/BigBambooIntern/status/2016896791006839193)  2026-01-29T15:30Z [---] followers, [---] engagements


"GSE spreads still +73 they just selling off $NLY $AGNC $DX cuz they up a bunch fundies are great $UUP now red [--] cents on day vs green [--] cents when they went crazy killing precious metals new gold shorts beware"  
[X Link](https://x.com/BigBambooIntern/status/2016916520417341672)  2026-01-29T16:49Z [---] followers, [---] engagements


"$REM getting whacked 240bps for zero reasons i see yield curve steeper is good $HYG green 1bp $IEI green 4bps = junk credit OK GSE spreads actually 1bp tighter at +74/10yr $OXLC back to COVID lows now $RITM destroyed"  
[X Link](https://x.com/BigBambooIntern/status/2017251308051337531)  2026-01-30T14:59Z [---] followers, [---] engagements


"KBW hiked price target on $DX to $15.25 from $14 1/2 markets don't care today but fundamentally these guys are killing it"  
[X Link](https://x.com/BigBambooIntern/status/2017259805388235123)  2026-01-30T15:33Z [---] followers, [---] engagements


"@bigcoveranch great day to do so . this is classic retail panic selling /money raising in names that have done well . $NLY down more than $DX despite solid results"  
[X Link](https://x.com/BigBambooIntern/status/2017260333950185595)  2026-01-30T15:35Z [---] followers, [--] engagements


"Luigi Mangione won a significant legal victory when a federal judge dismissed a murder charge that could have led to the death penalty if he were convicted in the killing of UnitedHealth Group Inc. executive Brian Thompson. The breakdown of US legal system is speeding up "  
[X Link](https://x.com/BigBambooIntern/status/2017267885907816891)  2026-01-30T16:05Z [---] followers, [---] engagements


"4 analysts out raising PT on $NLY post earnings KBW from $23.25 to $25 $WFC from $23 to $25 Jones Trading from $22 to $25 Barclays from $23 to $24 avg across [--] analysts is $24 3/8"  
[X Link](https://x.com/BigBambooIntern/status/2017286273065537556)  2026-01-30T17:18Z [---] followers, [---] engagements


"@LogicalNumbers added some $TWO earlier have eye on $DX Street on $DX Bose George / KBW hikes PT from $14.5 to $15 1/4 Jones Trading from $14 to $15 1/4 avg PT across [--] analysts = $15 1/8"  
[X Link](https://x.com/BigBambooIntern/status/2017287036525248676)  2026-01-30T17:21Z [---] followers, [---] engagements


"can't find a soul on Twitter with a lucid explanation why $DX is down so much or $RITM either . no news nor market events to point to similar volume to the previous [--] days this week at $DX . $RITM at 20+mln shares is massive volume 15mo high"  
[X Link](https://x.com/BigBambooIntern/status/2017334233669185711)  2026-01-30T20:28Z [---] followers, [---] engagements


"bot some $DX and $RITM just now"  
[X Link](https://x.com/BigBambooIntern/status/2017335451745472605)  2026-01-30T20:33Z [---] followers, [---] engagements


"GSE spreads went out Friday at +77/10yr or [--] wider on day the crushing that GSE mREIts took was pretty inexplicable . Junk bonds did fine Friday zero sign of credit distress. Today GSE spreads now 1bptighter at +76/10yr $DX down from $14 3/4 to $13 7/8 and now"  
[X Link](https://x.com/BigBambooIntern/status/2018328393909940647)  2026-02-02T14:19Z [---] followers, [---] engagements


"just 3% over BV ( maybe at or thru with BV probably up in Q1 ) are a BUY especially with $NLY @ 15% premium and $AGNC at 28% . Fed Funds futes out in Jan at [--] 1/8% today which is pretty much the [--] week average proving Warsh nomination is NOT any real issue"  
[X Link](https://x.com/BigBambooIntern/status/2018328395394805948)  2026-02-02T14:19Z [---] followers, [---] engagements


"no reason $NML should be underperforming the group it and $RITM are the buys du jour"  
[X Link](https://x.com/BigBambooIntern/status/2018336655929733521)  2026-02-02T14:52Z [---] followers, [---] engagements


"GSE spreads now 2bps tighter on day to +75/10yr GSE mREITs behaving like FNMA in trouble UST slightly red while $HYG green so junk credit strong 2-10yr 1bp flatter at +71 seems crazy $TYG green while $NML red 225bps weird"  
[X Link](https://x.com/BigBambooIntern/status/2018360816051892456)  2026-02-02T16:28Z [---] followers, [---] engagements


"$GNT green 220bps $GGN red 100bps portfolios quite similar"  
[X Link](https://x.com/BigBambooIntern/status/2018361167425515890)  2026-02-02T16:29Z [---] followers, [--] engagements


"$RITM reports tomorrow early consensus is $0.58 and $1.4bln revs not quite sure how Crestline acquisition in Q4 affects BV shouldn't $PGRE acquisition at 50% of its BV be accretive to BV but thats Q1 [----] biz"  
[X Link](https://x.com/BigBambooIntern/status/2018366374326812760)  2026-02-02T16:50Z [---] followers, [---] engagements


"get ready for some jacked price targets on $RITM . its a very profitable asset manager trading well under BV paying highest dividend of all asset managers . show me a cheaper asset manager ( look forward not backwards ) adding some $RITM it was $12 1/2 in September"  
[X Link](https://x.com/BigBambooIntern/status/2018696414507733480)  2026-02-03T14:41Z [---] followers, [---] engagements


"highest quarterly earnings in $RITM history and by alot about my only criticism is MN could throw us a nickel more in divvvies but he'd argue he's too busy buying cheap assets what asset manager is blowing it out like this under TBV and paying a [--] 3/4% divvy anybody"  
[X Link](https://x.com/BigBambooIntern/status/2018700232955977755)  2026-02-03T14:56Z [---] followers, [---] engagements


"hey @iBladesi $PGRE was purchased at 50% of TBV would that not be highly accretive to $RITM TBV in Q1 [----] results"  
[X Link](https://x.com/BigBambooIntern/status/2018700504671342825)  2026-02-03T14:58Z [---] followers, [---] engagements


"discos to NAV $NML 10% $KYN 9% $PEO 8% $EMO 6% $SRV 2% $TYG 1% $ASA 14+% $GGN 10% $GNT 9% $CEF 7% $HQL 10% $HQH 8% $TEI 5% $MEGI 9% $UTF 4% $NXG -1% $ASGI -4% $PNI 11% $NRK 6% $NAN flat $VTN -5%"  
[X Link](https://x.com/BigBambooIntern/status/2018707137359200341)  2026-02-03T15:24Z [---] followers, [---] engagements


"i've seen reporters approach protesters marching around at some Bernie Sanders /AOC event with signs screaming PAY YOUR FAIR SHARE and EAT THE RICH and when asked by reporters what is 'fair share' say things like "one third". completely clueless dolts Honestly whats the point of working hard starting a business creating jobs if the state takes more than 50% of your extra effort when you hit the top income tax bracket What is the highest tax rate that feels reasonable and justified to you https://t.co/Pxmlrfxj0K Honestly whats the point of working hard starting a business creating jobs if the"  
[X Link](https://x.com/BigBambooIntern/status/2018708016510464266)  2026-02-03T15:27Z [---] followers, [---] engagements


"@bigcoveranch $CDE $SBSW"  
[X Link](https://x.com/BigBambooIntern/status/2018709919805919328)  2026-02-03T15:35Z [---] followers, [---] engagements


"reading SA piece suggesting $CMRE still cheap after its rally in l;ast year its trading at 6x with a divvy under 3% at TBV $GSL is trading at 3x with a [--] 3/4% divvy and probably at 20% disco to TBV both containers"  
[X Link](https://x.com/BigBambooIntern/status/2018710700214952423)  2026-02-03T15:38Z [---] followers, [---] engagements


"@WSJ $ARES down 11% $APO $BX down 5% $KKR down 10% $MC $CG down 4% all on fears of software investments"  
[X Link](https://x.com/BigBambooIntern/status/2018794090708767167)  2026-02-03T21:09Z [---] followers, [---] engagements


"people freaking out on $UBS down 6% are missing the fact $UBS ripped from $36+ to $49+ in Dec-Jan ( +34% ) . anything less than a solid beat was bound to create profit taking"  
[X Link](https://x.com/BigBambooIntern/status/2019064640722931771)  2026-02-04T15:04Z [---] followers, [---] engagements


"Software Short Sellers Mint $24 Billion Profit as Stocks Tumble Short interest is rising in stocks including Microsoft Corp. Oracle Corp. Broadcom Inc. and Inc. according to S3 Partners. http://Amazon.com http://Amazon.com"  
[X Link](https://x.com/BigBambooIntern/status/2019116464410882549)  2026-02-04T18:30Z [---] followers, [---] engagements


"YES . YES .YES A fund managed by $OWL sold a warehouse in Pennsylvania to @DHSgov for nearly $120 million. @DHSgov has been buying warehouses across the country to turn into immigration jails including in Maryland Texas & Arizona and has spent at least $379 million"  
[X Link](https://x.com/BigBambooIntern/status/2019126621966668255)  2026-02-04T19:11Z [---] followers, [---] engagements


"$EINC at 10yr high basically an ETF that owns all the same MLP that $TYG $EMO $KYN $SRV $NML own with a much lower divvy"  
[X Link](https://x.com/BigBambooIntern/status/2019153747868618931)  2026-02-04T20:59Z [---] followers, [---] engagements


"$AGNC red 100bps $NLY green 40bps $DX red 50bps $ARR green 60bps random stupidity like the algos have become monkeys heaving darts at the wall"  
[X Link](https://x.com/BigBambooIntern/status/2019506103172968754)  2026-02-05T20:19Z [---] followers, [---] engagements


"FYI $IGV is a good ticker to track how software sector is doing iShares Expanded Tech-Software Sector ETF -25% ytd"  
[X Link](https://x.com/BigBambooIntern/status/2019533679085961295)  2026-02-05T22:08Z [---] followers, [---] engagements


"somebody unloaded size in $GGN yesterday and drove it from 6% disco to NAV to 9% today .average disco the last year is 2.5% . its rare its at wider disco than $GNT who is at 8% today"  
[X Link](https://x.com/BigBambooIntern/status/2019781237376688486)  2026-02-06T14:32Z [---] followers, [---] engagements


"$GGN up 3x more than $GNT as i suggested earlier would happen . i had grabbed more late yesterday . Biggie smiled & said i get extra ration of Mt Gay & tonics"  
[X Link](https://x.com/BigBambooIntern/status/2019787367498822018)  2026-02-06T14:56Z [---] followers, [---] engagements


"@indianndon Nierenberg is going full tilt boogie transforming them to asset manager which scares some people who just want a fat divvy mortgage REIT he sees asset managers at 15-20x multiples while mREITs at 5-8x"  
[X Link](https://x.com/BigBambooIntern/status/2019810204016382357)  2026-02-06T16:27Z [---] followers, [--] engagements


"amazing how media seems to skip the economic data today U of Michigan Sentiment [----] vs [--] expected Current Conditions at [----] vs [----] expected 1yr Inflation Expectations at 3.5% vs 4% expected . This number was at 6.6% back in June when every jackwad on .@CNBC"  
[X Link](https://x.com/BigBambooIntern/status/2019818966202609749)  2026-02-06T17:02Z [---] followers, [---] engagements


"amazing . $XLE at lifetime highs . higher than when oil was $150. its up 20% ytd [----] alll this talk of surplus oil in USA as well as rest of world and $OIH at 7yr highs today as well . $XOM at $150 lifetiem highs +24% ytd 2026"  
[X Link](https://x.com/BigBambooIntern/status/2019855524695556287)  2026-02-06T19:27Z [---] followers, [---] engagements


"$XOM earned over $14 in [----] . peak price that year was $110 avg price was $91 . $XOM EPS consensus in [----] is a drop to $6.82 and its at $150"  
[X Link](https://x.com/BigBambooIntern/status/2019856499376529770)  2026-02-06T19:31Z [---] followers, [---] engagements


"@AlaminosInv @GeorgeManiereg i'm guessing $UWMC CEO selling more shares he took out a loan to buy a pro sports team and i think he is getting forced to sell shares to pay down the loan but of course if a CEO sells big blocks of his company people assume the worst"  
[X Link](https://x.com/BigBambooIntern/status/2019866847022092567)  2026-02-06T20:12Z [---] followers, [---] engagements


"@AlaminosInv @GeorgeManiereg $RKT [----] earnings est = $0.78 so its trading at $19 / .78 = 24x $UWMC [----] est = $0.46 so its trading at [----] / [----] = 10x thats what happens when your CEO has to liquidate his shares he posted as collateral for a loan to buy a sports team"  
[X Link](https://x.com/BigBambooIntern/status/2019870633786781708)  2026-02-06T20:27Z [---] followers, [---] engagements


"looking at top [--] holdings in $GNT all green like [---] to [---] bps . that disco to NAV gonna widen"  
[X Link](https://x.com/BigBambooIntern/status/2019878276769226910)  2026-02-06T20:58Z [---] followers, [---] engagements


"in a nutshell felons from other countries can rape murder assault legal citizens rob banksin Minnesota and know they will never be heldin jail long because they promise to vote @DNC if freed 🚨 BREAKING: Kristi Noem confirms Jacob Frey and Tim Walz released [---] violent offendershomicide suspects s*xual offenders and dr*g traffickersinstead of transferring them to ICE from local jails. https://t.co/spNJoeObFx 🚨 BREAKING: Kristi Noem confirms Jacob Frey and Tim Walz released [---] violent offendershomicide suspects s*xual offenders and dr*g traffickersinstead of transferring them to ICE from"  
[X Link](https://x.com/BigBambooIntern/status/2020556552273318369)  2026-02-08T17:53Z [---] followers, [---] engagements


"Not sure who sucked more the game or Bad Rabbit half time . Gave dad a call . He says pipes burst at neighbors house destroying it. Lucky bastard will get huge insurance check & be gone Biggie back home . Asking me how we have no Japanese exposure as Nikkei soars to records"  
[X Link](https://x.com/BigBambooIntern/status/2020700035105824860)  2026-02-09T03:23Z [---] followers, [---] engagements


"@EYakoby @BillAckman #CommieMamdani to NYC : Silence you infidels You will eat your Islamic gruel and you will like it"  
[X Link](https://x.com/BigBambooIntern/status/2020827741055295723)  2026-02-09T11:50Z [---] followers, [---] engagements


"Here it comes the ultimate FUCK YOU TRUMP effort from China . If they can get a few other CBs to do similar 2-10yr curve will blow thru +100 quickly EXCLUSIVE - Chinese regulators advised financial institutions to limit their holdings of US Treasuries. The Peoples Bank of China and the National Financial Regulatory Administration didnt immediately respond to requests for comment https://t.co/gnPPcvfPCK https://t.co/8jwDjqYWqs EXCLUSIVE - Chinese regulators advised financial institutions to limit their holdings of US Treasuries. The Peoples Bank of China and the National Financial Regulatory"  
[X Link](https://x.com/BigBambooIntern/status/2020833765032079563)  2026-02-09T12:14Z [---] followers, [---] engagements


"Discos to NAV $NML 11% $KYN $PEO 10% $EMO 8% $SRV 2% $TYG 1% $ASA 12% $GNT $CEF 8% $GGN 7% $MEGI 10% $UTF 6% $NXG flat $ASGI -5% $HQL 9% $HQH 7% $TEI 3% (NAV @ 4yr high ) $PNI 11% $NRK 6.666% $NAN flat $VTN -6% clearly in MLPs people are paying up BIGLY for"  
[X Link](https://x.com/BigBambooIntern/status/2020869783504244955)  2026-02-09T14:37Z [---] followers, [---] engagements


"@mitchellvii the jackass is a young Bernie Sanders has never had a real job in his life thinks he can spout politics & religion at us 24/7 and that NYC will run itself"  
[X Link](https://x.com/BigBambooIntern/status/2020870040136958448)  2026-02-09T14:38Z [---] followers, [--] engagements


"" Last week one prestigious X chatter even claimed the Richies are rotating out of intangible assets and into guns and grain. And ironically that might be the most bullish AI thesis out there. Cause if Anthropic makes intelligence free and terks er jerbs uhhhh you might"  
[X Link](https://x.com/BigBambooIntern/status/2020875982698103163)  2026-02-09T15:02Z [---] followers, [--] engagements


"algos reaching back into playbook to sell $DIA and buy $QQQ to see if they can squeeze it for a few drops of upside"  
[X Link](https://x.com/BigBambooIntern/status/2020878834174775542)  2026-02-09T15:13Z [---] followers, [---] engagements


"copper iron ore tin miners all up [--] - 4% today despite the commodities themselves doing little . algos are busy beavers today pressing new short term trades to f*ck with your heads $UNG down 7% despite my dad claiming Greenwich was [--] degrees this morning"  
[X Link](https://x.com/BigBambooIntern/status/2020886409469403166)  2026-02-09T15:44Z [---] followers, [---] engagements


"@Mr_Derivatives and as rates hit 21st century highs in Japan the Nikkei soars 4% to new lifetime high . how about Brazil where their stock market up 14% already while their bonds in their currency yield 13-14% and in USD are 7+% on 30yr #AllLogicGonzo"  
[X Link](https://x.com/BigBambooIntern/status/2020889347357040650)  2026-02-09T15:55Z [---] followers, [---] engagements


"@wallstengine $WAT getting swatted .down double digit % overdone reaction to 'weak' guidance"  
[X Link](https://x.com/BigBambooIntern/status/2020917496656667006)  2026-02-09T17:47Z [---] followers, [--] engagements


"2026 estimates for $KR are same as what it accomplished in [----] only the average price in [----] was $54 vs current $71"  
[X Link](https://x.com/BigBambooIntern/status/2020919617754103983)  2026-02-09T17:55Z [---] followers, [---] engagements

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