# ![@CCapLP Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::266744156.png) @CCapLP CC LP

CC LP posts on X about $sats, $tsla, sats, elon musk the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::266744156/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::266744156/c:line/m:interactions.svg)

- [--] Week [----------] +1,067%
- [--] Month [----------] +151,732%
- [--] Months [----------] +1,103,642%
- [--] Year [----------] +818,267%

### Mentions: [--] [#](/creator/twitter::266744156/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::266744156/c:line/m:posts_active.svg)

- [--] Week [--] +46%
- [--] Month [--] -12%
- [--] Months [---] +728%
- [--] Year [---] +468%

### Followers: [-----] [#](/creator/twitter::266744156/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::266744156/c:line/m:followers.svg)

- [--] Week [-----] +0.10%
- [--] Month [-----] -0.38%
- [--] Months [-----] +2.20%
- [--] Year [-----] +8.40%

### CreatorRank: [-------] [#](/creator/twitter::266744156/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::266744156/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  67.23% [cryptocurrencies](/list/cryptocurrencies)  33.61% [technology brands](/list/technology-brands)  23.53% [finance](/list/finance)  17.65% [celebrities](/list/celebrities)  8.4% [automotive brands](/list/automotive-brands)  6.72% [countries](/list/countries)  6.72% [travel destinations](/list/travel-destinations)  1.68% [currencies](/list/currencies)  1.68% [fashion brands](/list/fashion-brands)  0.84%

**Social topic influence**
[$sats](/topic/$sats) #23, [$tsla](/topic/$tsla) 10.92%, [sats](/topic/sats) #128, [elon musk](/topic/elon-musk) #2961, [$tmus](/topic/$tmus) 6.72%, [$vz](/topic/$vz) 6.72%, [spacex](/topic/spacex) #1298, [$googl](/topic/$googl) 5.88%, [$dna](/topic/$dna) 5.04%, [$t](/topic/$t) 5.04%

**Top accounts mentioned or mentioned by**
[@elonmusk](/creator/undefined) [@spacex](/creator/undefined) [@tmfassociates](/creator/undefined) [@mrderivatives](/creator/undefined) [@jaguaranalytics](/creator/undefined) [@dantmt](/creator/undefined) [@brendancarrfcc](/creator/undefined) [@fcc](/creator/undefined) [@echostar](/creator/undefined) [@robertivanhoe](/creator/undefined) [@grok](/creator/undefined) [@acapitallp](/creator/undefined) [@pradeeepk](/creator/undefined) [@basedmikelee](/creator/undefined) [@ergencharlie1](/creator/undefined) [@tictoctick](/creator/undefined) [@peteradderton](/creator/undefined) [@scorpionfund](/creator/undefined) [@theallinpod](/creator/undefined) [@heisenbergsport](/creator/undefined)

**Top assets mentioned**
[SATS (Ordinals) (SATS)](/topic/$sats) [Tesla, Inc. (TSLA)](/topic/$tsla) [T-Mobile (TMUS)](/topic/$tmus) [Verizon Communications Inc. (VZ)](/topic/$vz) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Muhdo Hub (DNA)](/topic/$dna) [AT&T Inc. (T)](/topic/$t) [Apple, Inc. (AAPL)](/topic/$aapl) [Freeport-McMoRan Inc (FCX)](/topic/$fcx) [Delek US Holdings, Inc. (DK)](/topic/$dk) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Southern Copper Corporation (SCCO)](/topic/$scco) [ADAMANT Messenger (ADM)](/topic/$adm) [Twist Bioscience Corporation Common Stock (TWST)](/topic/$twst) [Kraft Heinz Co (KHC)](/topic/$khc) [CatCoin (CAT)](/topic/$cat) [Starbucks Corporation (SBUX)](/topic/$sbux) [REVOX (REX)](/topic/$rex) [Costco Wholesale Corporation (COST)](/topic/costco) [Microsoft Corp. (MSFT)](/topic/$msft) [Convex Finance (CVX)](/topic/$cvx) [Boeing Co (BA)](/topic/$ba) [Alien Base (ALB)](/topic/$alb) [Delta Air Lines, Inc. (DAL)](/topic/$dal) [United Airlines Holdings, Inc. (UAL)](/topic/$ual) [McDonald's Corp (MCD)](/topic/$mcd) [Nike Inc (NKE)](/topic/nike) [Five Below, Inc. (FIVE)](/topic/$five) [Fusion (FSN)](/topic/fusion) [Vertiv Holdings Co (VRT)](/topic/$vrt) [NVIDIA Corp. (NVDA)](/topic/$nvda)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$SATS $TSLA - SPACEXXAI MERGER VALUATION DETAILS CNBCs Faber reported that SpaceX is valued between $859B and $1.26T while xAI is valued at $219B to $294B. The exchange ratio is [------] xAI shares per SpaceX share with xAI priced at $75.46 and SpaceX at $526.59. $TSLA - SPACEXXAI MERGER VALUATION DETAILS CNBCs Faber reported that SpaceX is valued between $859B and $1.26T while xAI is valued at $219B to $294B. The exchange ratio is [------] xAI shares per SpaceX share with xAI priced at $75.46 and SpaceX at $526.59"  
[X Link](https://x.com/CCapLP/status/2018693626478370838)  2026-02-03T14:30Z [----] followers, [---] engagements


"RT @elonmusk: Most people still dont know that Starlink offers fast low latency affordable connectivity almost anywhere on Earth"  
[X Link](https://x.com/CCapLP/status/2020657526002569524)  2026-02-09T00:34Z [----] followers, [----] engagements


"RT @chamath: With Zucks move to Florida Californias total taxable wealth from billionaires has plummeted to well under $1T from over $2T"  
[X Link](https://x.com/CCapLP/status/2021088122650685703)  2026-02-10T05:05Z [----] followers, [----] engagements


"RT @BasedMikeLee: I just spoke with Senate Majority Leader John Thune who has asked me to add him as a cosponsor of the SAVE America Act"  
[X Link](https://x.com/CCapLP/status/2021819161358323966)  2026-02-12T05:30Z [----] followers, [----] engagements


"@Mr_Derivatives Metals Watch Jan/Feb will get even crazier IMO As @robert_ivanhoe would famously say in investor meetings "you're going to need a telescope to see where this goes" $LUN.TO $IVN $FDY.TO $FCX $SCCO #copper"  
[X Link](https://x.com/CCapLP/status/2004628207606387087)  2025-12-26T18:59Z [----] followers, [---] engagements


"E15 is dead but many are not willing to admit it. A new committee is a deflection IMHO $GPRE $ALTO $REX $ADM"  
[X Link](https://x.com/CCapLP/status/2014419256256168255)  2026-01-22T19:25Z [----] followers, [---] engagements


"Copper ALL TIME HIGHS. As RMF @robert_ivanhoe always reminds us "copper is money" $FCX $IVN.TO $SCCO $LUN.TO"  
[X Link](https://x.com/CCapLP/status/2016716671621485036)  2026-01-29T03:34Z [----] followers, [---] engagements


"@origoinvest $SATS - "On the balance of probabilities I think the $200-250 range is a good area to take some profits.""  
[X Link](https://x.com/CCapLP/status/2016905475552661875)  2026-01-29T16:05Z [----] followers, [---] engagements


"@BDeveran Would the IRC [----] tax treatment allow them to buy back $SATS stock Their opportunity to buy SpaceX well below NAV or reported IPO pricing would be the most accretive deployment of cash near term"  
[X Link](https://x.com/CCapLP/status/2018569173165813783)  2026-02-03T06:16Z [----] followers, [---] engagements


"@wallstengine $DNA - remember that $250MM Google Cloud $GOOGL that never materialized and they restructured Anything for a stock pop"  
[X Link](https://x.com/CCapLP/status/2019490409702125709)  2026-02-05T19:16Z [----] followers, [---] engagements


"@danprimack @elonmusk @grok Isn't SpaceX already in a quiet period"  
[X Link](https://x.com/CCapLP/status/2020229068617379955)  2026-02-07T20:11Z [----] followers, [----] engagements


"@ACapitalLP $SATS lending ability on the SpaceX stock is very misunderstood"  
[X Link](https://x.com/CCapLP/status/2021083860218544341)  2026-02-10T04:48Z [----] followers, [---] engagements


""The lowest cost place to deploy AI will be in space in the next [--] or [--] years" - @elonmusk Elon Musk $SATS $TSLA @SpaceX My 2cents there is only one monopoly to get to space. This is a no-brainer investment with $SATS at a deep discount to NAV for SpaceX exposure"  
[X Link](https://x.com/anyuser/status/2014375969193095266)  2026-01-22T16:33Z [----] followers, [---] engagements


"$SATS -- If the future of AI deployment is space (I'm trusting @elonmusk and not smart enough to know) -- free energy + cooling sounds good. The "resource" constraint is transmission of "tokens" back to earth for consumption. That requires deep spectrum resources Who is better positioned that Echostar $SATS + SpaceX @SpaceX Should Elon purchase the remaining AWS-3 ahead of auction and work more closely with @ErgenCharlie1 This is going to be fun to watch 🍿🚀 https://twitter.com/i/web/status/2018507057939525679 https://twitter.com/i/web/status/2018507057939525679"  
[X Link](https://x.com/anyuser/status/2018507057939525679)  2026-02-03T02:09Z [----] followers, [---] engagements


"@elonmusk How do tokens and data effectively transfer to ground with space-based datacenters Isn't Echostar spectrum even more valuable under this new growth vector cc: @TMFAssociates $SATS"  
[X Link](https://x.com/CCapLP/status/2020227481790476325)  2026-02-07T20:05Z [----] followers, [---] engagements


"$SATS Brad Gerstner: Elon Just Merged the Two Biggest Markets in the World @altcap: You're merging the two biggest TAMs in the world right All of artificial intelligence and all of space together with the world's greatest entrepreneur. (Elon) said I'm going to have https://t.co/92emepio2n Brad Gerstner: Elon Just Merged the Two Biggest Markets in the World @altcap: You're merging the two biggest TAMs in the world right All of artificial intelligence and all of space together with the world's greatest entrepreneur. (Elon) said I'm going to have https://t.co/92emepio2n"  
[X Link](https://x.com/CCapLP/status/2020471980500091369)  2026-02-08T12:17Z [----] followers, [---] engagements


"RT @Gwynne_Shotwell: It's fast. It's affordable. And @Starlink is available even for those who live in the most remote and rural areas l"  
[X Link](https://x.com/CCapLP/status/2020652282396975135)  2026-02-09T00:13Z [----] followers, [---] engagements


"RT @BasedMikeLee: The SAVE America Act is simple: Make it easy to vote And hard to cheat It makes no one wealthy It just makes our ele"  
[X Link](https://x.com/CCapLP/status/2022178473377444088)  2026-02-13T05:18Z [----] followers, [----] engagements


"@SpaceX -- $SATS Crazy the (liquid) discount to NAV ahead of planned IPO. I get some discomfort on @ErgenCharlie1 capital allocation but its too wide Coatue PM Philippe Laffont on @cnbc today: -OpenAI Anthropic SpaceX could all be trillion-dollar companies -What are the earnings of a company five to seven years out Thats the value add in investing. Thats the edge. -Long AMAT semi cap "we like Alphabet a lot" -Anthropic Coatue PM Philippe Laffont on @cnbc today: -OpenAI Anthropic SpaceX could all be trillion-dollar companies -What are the earnings of a company five to seven years out Thats the"  
[X Link](https://x.com/CCapLP/status/2022430094049055129)  2026-02-13T21:58Z [----] followers, [---] engagements


"@davidzweig Costco very sharp at finding private label partners that often sell premium brands at a big price discrepancy. Great article"  
[X Link](https://x.com/CCapLP/status/1744504547819634763)  2024-01-08T23:41Z [---] followers, [--] engagements


"$AAPL Pushing back on the #AI euphoria and other headlines emanating from #CES2024 .@Samsung shared its 4Q [----] operating profit dropped 35% to about [---] trillion Korean won compared to [----] trillion in the year-ago quarter much worse than expected as weak consumer demand persisted https://t.co/H76ud159EL Pushing back on the #AI euphoria and other headlines emanating from #CES2024 .@Samsung shared its 4Q [----] operating profit dropped 35% to about [---] trillion Korean won compared to [----] trillion in the year-ago quarter much worse than expected as weak consumer demand persisted"  
[X Link](https://x.com/CCapLP/status/1744713432358629787)  2024-01-09T13:31Z [---] followers, [--] engagements


"$MSFT $AAPL"  
[X Link](https://x.com/CCapLP/status/1745639858716942605)  2024-01-12T02:52Z [---] followers, [--] engagements


"@robert_ivanhoe Why isn't copper reacting to any of these (unpredicted) supply disruptions"  
[X Link](https://x.com/CCapLP/status/1745859590036607017)  2024-01-12T17:25Z [---] followers, [---] engagements


"$AAPL now that the Beijing authorities have announced it exploited the vulnerability Apple may face retaliation from authorities if the tech firm tries to fix the issue. China is the largest foreign market for Apples products with sales there representing about a fifth of the now that the Beijing authorities have announced it exploited the vulnerability Apple may face retaliation from authorities if the tech firm tries to fix the issue. China is the largest foreign market for Apples products with sales there representing about a fifth of the"  
[X Link](https://x.com/CCapLP/status/1746030830521098549)  2024-01-13T04:46Z [---] followers, [--] engagements


"@TicTocTick $CVX"  
[X Link](https://x.com/anyuser/status/1746302847833051587)  2024-01-13T22:46Z [--] followers, [--] engagements


"@JaguarAnalytics Do you have that list"  
[X Link](https://x.com/CCapLP/status/1746571387928514843)  2024-01-14T16:34Z [---] followers, [---] engagements


"$AAPL ⚡Apple #China officially offers up to [---] yuan($112) discounts for specific Apple products from January [--] to [--]. For the iPhone [--] series the discount comes up to [---] yuan. [---] for MacBook Pro/Air [---] for iPad and [---] for Airpods(3/4). A rare move for $AAPL to boost sales. https://t.co/rmxC1qB5b9 ⚡Apple #China officially offers up to [---] yuan($112) discounts for specific Apple products from January [--] to [--]. For the iPhone [--] series the discount comes up to [---] yuan. [---] for MacBook Pro/Air [---] for iPad and [---] for Airpods(3/4). A rare move for $AAPL to boost sales."  
[X Link](https://x.com/CCapLP/status/1746741965276815785)  2024-01-15T03:51Z [---] followers, [--] engagements


"You cannot make this stuff up $BA $BA 🔸 BLINKEN STRANDED AFTER BOEING PLANE BREAKS DOWN ON DAVOS TRIP $BA 🔸 BLINKEN STRANDED AFTER BOEING PLANE BREAKS DOWN ON DAVOS TRIP"  
[X Link](https://x.com/anyuser/status/1747654094318174528)  2024-01-17T16:16Z [----] followers, 10.5K engagements


"@JaguarAnalytics Didn't he just raise pay across the board $TSLA"  
[X Link](https://x.com/anyuser/status/1748029133295149221)  2024-01-18T17:06Z [--] followers, [---] engagements


"@globallithium Constructive feedback only. Here's $FCX vs $ALB"  
[X Link](https://x.com/CCapLP/status/1770247458297164172)  2024-03-20T00:34Z [---] followers, [--] engagements


"@StockJabber Great call $DAL / $UAL on fire"  
[X Link](https://x.com/CCapLP/status/1777053635303612651)  2024-04-07T19:19Z [---] followers, [--] engagements


"$FCX on #COPPER"  
[X Link](https://x.com/CCapLP/status/1782757276551413847)  2024-04-23T13:03Z [---] followers, [---] engagements


"$MCD To be fair it isnt all Bidens fault. It is also the fault of a bipartisan Congress that balloons the deficit by pouring money into a bloated military. To be fair it isnt all Bidens fault. It is also the fault of a bipartisan Congress that balloons the deficit by pouring money into a bloated military"  
[X Link](https://x.com/CCapLP/status/1793035568370135045)  2024-05-21T21:46Z [----] followers, [---] engagements


"@ChatGPTapp wins $AAPL pays (service margin compression) $MSFT (also wins) ChatGPT now comes free with Apple products Sam Altman wins https://t.co/RCuKW5hlkV ChatGPT now comes free with Apple products Sam Altman wins https://t.co/RCuKW5hlkV"  
[X Link](https://x.com/CCapLP/status/1800244017122455942)  2024-06-10T19:09Z [----] followers, [--] engagements


"Dear @BillAckman can we get back to stocks for a moment $NKE seems ripe for your level of engagement. John Donahue needs to be removed tomorrow. Can we get $DECK retiring CEO Dave Powers to take over He's only 54"  
[X Link](https://x.com/CCapLP/status/1806645834349768722)  2024-06-28T11:08Z [----] followers, [---] engagements


"@RetailRobWilson Tim Cook $AAPL is Lead Independent Director at $NKE Is this why Dave Powers $DECK retired at [--] Getting ready for the big seat on Aug 2"  
[X Link](https://x.com/CCapLP/status/1806686696022634583)  2024-06-28T13:50Z [----] followers, [--] engagements


"$TSLA #IMPORTANT Tesla has made its first entry into the procurement list of Chinese local governments with the Model Y included in Jiangsu Province's NEV procurement catalog. Tesla's inability to enter state organs and government procurement has been a significant concern. This https://t.co/58wuo3C4IP #IMPORTANT Tesla has made its first entry into the procurement list of Chinese local governments with the Model Y included in Jiangsu Province's NEV procurement catalog. Tesla's inability to enter state organs and government procurement has been a significant concern. This"  
[X Link](https://x.com/CCapLP/status/1808701585221906720)  2024-07-04T03:17Z [----] followers, [---] engagements


"$TSLA @netcapgirl The only publicly-traded stock I own is Tesla @netcapgirl The only publicly-traded stock I own is Tesla"  
[X Link](https://x.com/CCapLP/status/1808710247315386424)  2024-07-04T03:51Z [----] followers, [---] engagements


"$TSLA @WholeMarsBlog 😂 Once Tesla fully solves autonomy and has Optimus in volume production anyone still holding a short position will be obliterated. Even Gates. @WholeMarsBlog 😂 Once Tesla fully solves autonomy and has Optimus in volume production anyone still holding a short position will be obliterated. Even Gates"  
[X Link](https://x.com/CCapLP/status/1808711656022675545)  2024-07-04T03:57Z [----] followers, [---] engagements


"@TicTocTick Great leading indicator I hadn't considered Which model or config are you looking at This is what I show $TSLA"  
[X Link](https://x.com/CCapLP/status/1812917651641102508)  2024-07-15T18:30Z [----] followers, [---] engagements


"@gurgavin Isn't this super bullish $TSLA (apolitically) @elonmusk was treated terribly under current administration this is certain to change"  
[X Link](https://x.com/CCapLP/status/1813229115127800062)  2024-07-16T15:08Z [----] followers, [---] engagements


"@JaguarAnalytics Can it still be a long $TSLA"  
[X Link](https://x.com/CCapLP/status/1813384230983864471)  2024-07-17T01:24Z [----] followers, [--] engagements


"$NKE 🚨 BREAKING: Nike just introduced their Olympic commercial and slogan "Winning isn't for everyone" This is a masterclass in marketing for so many reasons Goosebumps: https://t.co/H7KBV8YZPv 🚨 BREAKING: Nike just introduced their Olympic commercial and slogan "Winning isn't for everyone" This is a masterclass in marketing for so many reasons Goosebumps: https://t.co/H7KBV8YZPv"  
[X Link](https://x.com/CCapLP/status/1814763762190327999)  2024-07-20T20:46Z [----] followers, [---] engagements


"@pradeeepk Who should be new CEO at $FIVE"  
[X Link](https://x.com/CCapLP/status/1825351405428683002)  2024-08-19T01:57Z [----] followers, [---] engagements


"@CarbonAcumen Silly PT but this EV is way too low after this acquisition $GEVO"  
[X Link](https://x.com/CCapLP/status/1834774971354136845)  2024-09-14T02:03Z [----] followers, [---] engagements


"DirecTV Dish near merger agreement Bloomberg reports $SATS"  
[X Link](https://x.com/CCapLP/status/1839417180049613207)  2024-09-26T21:30Z [----] followers, [----] engagements


"$TSLA big margin driver potential $TSLA - TESLA ADOPTIONS RATES IMPROVE ACCORDING TO YIPPIT DATA Industry sources tell Street Insider Yippit release positive comments on TSLA FSD adoption rates saying they have increased. $TSLA - TESLA ADOPTIONS RATES IMPROVE ACCORDING TO YIPPIT DATA Industry sources tell Street Insider Yippit release positive comments on TSLA FSD adoption rates saying they have increased"  
[X Link](https://x.com/CCapLP/status/1839654995605455275)  2024-09-27T13:15Z [----] followers, [---] engagements


"@MasaSonCap @peter_adderton @TMFAssociates @TMFAssociates the expert here. But 12ghz collab with @ATT Wouldnt that be part of the agreement if LEO was interest to $AMZN"  
[X Link](https://x.com/CCapLP/status/1839801186599203315)  2024-09-27T22:55Z [----] followers, [---] engagements


"This is the only chart required to suggest equities continue to go significantly higher #liquidity Money markets hit record $6.6 trillion in the US https://t.co/AShkXBlY2T Money markets hit record $6.6 trillion in the US https://t.co/AShkXBlY2T"  
[X Link](https://x.com/CCapLP/status/1854915913171997057)  2024-11-08T15:56Z [----] followers, [---] engagements


"@elonmusk What about all of the nuclear fusion hype"  
[X Link](https://x.com/CCapLP/status/1856388844901544370)  2024-11-12T17:29Z [----] followers, [--] engagements


"$DNA - who cares what they reported they burned $114M of CASH QoQ despite this reported restructuring and known decline in business over the last [--] months"  
[X Link](https://x.com/CCapLP/status/1856724644373397643)  2024-11-13T15:43Z [----] followers, [---] engagements


"@ScorpionFund Ginkgo $DNA no longer appears in $TWST updated 10-K filing as a Significant Customer 🙄"  
[X Link](https://x.com/CCapLP/status/1858706139053002807)  2024-11-19T02:57Z [---] followers, [---] engagements


"@ScorpionFund Can you point to the math on how you get a negative gross margin I would suspect cash burn would be far more negative then Thanks $TWST"  
[X Link](https://x.com/CCapLP/status/1859244367988281351)  2024-11-20T14:36Z [---] followers, [---] engagements


"Corn still looks bad $CORN $ZC"  
[X Link](https://x.com/CCapLP/status/1863351992493433174)  2024-12-01T22:38Z [----] followers, [----] engagements


"@Mr_Derivatives Intrigued here $ASML with $NVDA and $VRT showing relative strength. Was this a Trump tariff laggard"  
[X Link](https://x.com/CCapLP/status/1864410310414631339)  2024-12-04T20:43Z [---] followers, [---] engagements


"@JeffBezos What about buying the Chicago Bears @ChicagoBears"  
[X Link](https://x.com/CCapLP/status/1870834160786682315)  2024-12-22T14:09Z [---] followers, [---] engagements


"@Mr_Derivatives Any action for tomorrow"  
[X Link](https://x.com/CCapLP/status/1875757261525795053)  2025-01-05T04:12Z [---] followers, [---] engagements


"@Mr_Derivatives 4-leg chalk parlay +160"  
[X Link](https://x.com/CCapLP/status/1875759646440616398)  2025-01-05T04:22Z [---] followers, [---] engagements


"@biofuelslaw Do you have a view on 45Z release under current administration"  
[X Link](https://x.com/CCapLP/status/1876803275023896877)  2025-01-08T01:29Z [---] followers, [--] engagements


"$SATS 🛡 U.S. Responds to Chinese-Linked Cyber-Espionage Targeting Telecoms Warns of Repercussions Tickers of interest: $USD $T $VZ Full Story https://t.co/ZJXixFXsiP https://t.co/NXi8PiT07s 🛡 U.S. Responds to Chinese-Linked Cyber-Espionage Targeting Telecoms Warns of Repercussions Tickers of interest: $USD $T $VZ Full Story https://t.co/ZJXixFXsiP https://t.co/NXi8PiT07s"  
[X Link](https://x.com/CCapLP/status/1877744851195760823)  2025-01-10T15:50Z [---] followers, [---] engagements


"$LNZA - this press release is crazy. Few thoughts: [--]. CFO abrupt resignation after [--] years . put in an Interim from a consulting firm and looking for FT replacement. Sure feels rushed . and no statement on "there is no disagreement" which can be standard"  
[X Link](https://x.com/CCapLP/status/1882078692983411071)  2025-01-22T14:51Z [---] followers, [---] engagements


"2. JV "structure" has zero financial information except that its $9M of burn-rate that will presumably be off their books now. What is JV valued at And the timeline for structure and execution if painfully vague $LNZA"  
[X Link](https://x.com/CCapLP/status/1882078695046918572)  2025-01-22T14:51Z [---] followers, [---] engagements


"3. Tharsis Capital Who are they They have no website one employee on LinkedIn and no financial disclosure forms. How much are they investing in JV Very odd. $LNZA"  
[X Link](https://x.com/CCapLP/status/1882078697165128029)  2025-01-22T14:51Z [---] followers, [---] engagements


"@Mr_Derivatives $AAPL 30x PE for ex-growth with declining handset revs major China risk and feeble AI strategy $MSFT considerably better positioned for hyperscaler arms race with pricing power and margin enhancement should use AI internally to drive margins as they invest"  
[X Link](https://x.com/CCapLP/status/1882507666968519071)  2025-01-23T19:16Z [---] followers, [---] engagements


"Trudeau is a joke being this late to presser with hot mic and laughing in the background is poor form"  
[X Link](https://x.com/CCapLP/status/1885869407424946569)  2025-02-02T01:54Z [---] followers, [---] engagements


"@JaguarAnalytics Time be short all of the US earners in China $F $GM $AAPL $DIS $NKE etc"  
[X Link](https://x.com/CCapLP/status/1885892680908931353)  2025-02-02T03:27Z [---] followers, [---] engagements


"$SATS Ergen flew in/out of Moffett Field last week. Its been a long time since I've seen that and reminds of Tim Farrar's old blog posts $GOOGL cc: @TMFAssociates @trmcdonald"  
[X Link](https://x.com/CCapLP/status/1896280880555172300)  2025-03-02T19:26Z [---] followers, [----] engagements


"@EnergyCynic How does this impact oil service $SLB $HAL"  
[X Link](https://x.com/CCapLP/status/1898900902288777338)  2025-03-10T00:57Z [---] followers, [---] engagements


"@pradeeepk Good listen $GOOGL Cc: @theallinpod @sundarpichai https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393i=1000708692632 https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393i=1000708692632"  
[X Link](https://x.com/CCapLP/status/1923576695145079249)  2025-05-17T03:09Z [---] followers, [--] engagements


"@JaguarAnalytics China trade has bearish summer seasonals"  
[X Link](https://x.com/CCapLP/status/1924669639105171618)  2025-05-20T03:32Z [---] followers, [--] engagements


"@206Lando @HeisenbergSport Pacers feel too obvious and afraid its trap bet. Line moved [--] on Nesmoth ankle OK. I like the contrarian Knicks tonight but better played through Series spread"  
[X Link](https://x.com/CCapLP/status/1927495309938020794)  2025-05-27T22:41Z [---] followers, [---] engagements


"Corn looks terrible $ZC #OATT #corn"  
[X Link](https://x.com/CCapLP/status/1929358463173304830)  2025-06-02T02:04Z [----] followers, [---] engagements


"@firstadopter @firstadopter stupid to listen to MSM bloggers etc. without taking into consideration Tae's viewpoint. #1 on space"  
[X Link](https://x.com/CCapLP/status/1929358827939312053)  2025-06-02T02:06Z [---] followers, [--] engagements


"@TMFAssociates @FREESPEECH1017 @TMFAssociates continues to have the best read on $SATS and Ergen matters . worth listening to what he has to say as the facts unfold"  
[X Link](https://x.com/CCapLP/status/1934606780023349502)  2025-06-16T13:39Z [---] followers, [----] engagements


"@dan_tmt @Verizon top advertiser"  
[X Link](https://x.com/CCapLP/status/1935151271171744048)  2025-06-18T01:43Z [---] followers, [--] engagements


"@FoamOnTheRunway $ADM looks like a false breakout ("whoops") on policy / tax related newsflow . fade it"  
[X Link](https://x.com/CCapLP/status/1937938262578106730)  2025-06-25T18:17Z [---] followers, [--] engagements


"@AlmostMongolian @slack_capital Why is $EXOZ down so much"  
[X Link](https://x.com/CCapLP/status/1938078840284139575)  2025-06-26T03:36Z [---] followers, [--] engagements


"@tyler @grok Who funded the LA riots"  
[X Link](https://x.com/CCapLP/status/1939311936136429612)  2025-06-29T13:16Z [---] followers, [--] engagements


"@HedgeyeComm @FundamentEdge Delete @OpenAI Use @Google Gemini $GOOGL"  
[X Link](https://x.com/CCapLP/status/1943162248681173476)  2025-07-10T04:15Z [----] followers, [---] engagements


"@JaguarAnalytics $IWM / $QQQ still looks just awful cc: @fundstrat"  
[X Link](https://x.com/CCapLP/status/1947661100322885961)  2025-07-22T14:12Z [----] followers, [---] engagements


"@JulianKlymochko @MikeFritzell Or hes stepping down at the end of the year and leaving his successor the keys and a cash pile"  
[X Link](https://x.com/CCapLP/status/1952657203695145001)  2025-08-05T09:05Z [----] followers, [--] engagements


"@pradeeepk New cfo should turn buyback back on too $BMBL Balance sheet is improving a lot. Cash is up $60mn while total assets reduced by $350mn (due to impairment). No stock buy backs this quarter (could have been $40mn-$50mn) to be honest. Operating cash flow at $71mn. https://t.co/gTr3KdCwTQ Balance sheet is improving a lot. Cash is up $60mn while total assets reduced by $350mn (due to impairment). No stock buy backs this quarter (could have been $40mn-$50mn) to be honest. Operating cash flow at $71mn. https://t.co/gTr3KdCwTQ"  
[X Link](https://x.com/CCapLP/status/1953388132054749520)  2025-08-07T09:29Z [----] followers, [---] engagements


"$DNA - this is going to be a material event of $24M when they terminate with @Google $GOOGL -- are they going to 8K that they are no longer working with one of the largest AI / hyperscalers on their failed artificial intelligence initiatives"  
[X Link](https://x.com/CCapLP/status/1954551829359976568)  2025-08-10T14:34Z [----] followers, [---] engagements


"$DK . warming up here Small-cap refiner $DK trades at 1.0x punitive refining-only EBITDA when netting out $DKL units held - before 100%+ upside if they get a favorable SRE ruling. Reminds me a lot of $MPC post-Speedway spin because market couldn't untangle the consolidated MLP debt. HT @ACapitalLP https://t.co/aY57SvzfUa Small-cap refiner $DK trades at 1.0x punitive refining-only EBITDA when netting out $DKL units held - before 100%+ upside if they get a favorable SRE ruling. Reminds me a lot of $MPC post-Speedway spin because market couldn't untangle the consolidated MLP debt. HT @ACapitalLP"  
[X Link](https://x.com/CCapLP/status/1957621428284453235)  2025-08-19T01:51Z [----] followers, [---] engagements


"$DK acts well above the 200dma breakout. Also catalysts may be ahead with substantive upside on SRE rulings"  
[X Link](https://x.com/CCapLP/status/1957622780314226871)  2025-08-19T01:56Z [----] followers, [---] engagements


"@Geiger_Capital @jefmacrostrat -- one of the best economists on Wall Street. He's telling the truth on the Fed"  
[X Link](https://x.com/CCapLP/status/1958176022740046152)  2025-08-20T14:35Z [----] followers, [---] engagements


"@peter_adderton @BrendanCarrFCC Not that my @TMobile bill is up 60% since the merger of Sprint Thats the worthy investigation IMO"  
[X Link](https://x.com/CCapLP/status/1958247146723143694)  2025-08-20T19:17Z [----] followers, [--] engagements


"@TMFAssociates I think your due for $SATS blog post. Very few have called it as well as you for this long. How does this episode end"  
[X Link](https://x.com/CCapLP/status/1961267360108527683)  2025-08-29T03:19Z [----] followers, [----] engagements


"@TMFAssociates Thoughts Fair point on terrestrial play to meet valuation demand. A lot of Kuiper delays; negotiating w/ Ergen Apparently $MS banks $AMZN; $MS & $SATS banker $JPM's Turpin share the stage together in Paris on 9/15; Hamid & Gaske also talk that day; I wonder if Ergen & Bezos have booked tickets to Paris Both met w/ Trump recently #Echostar A lot of Kuiper delays; negotiating w/ Ergen Apparently $MS banks $AMZN; $MS & $SATS banker $JPM's Turpin share the stage together in Paris on 9/15; Hamid & Gaske also talk that day; I wonder if Ergen & Bezos have booked tickets to Paris Both"  
[X Link](https://x.com/CCapLP/status/1961271344110227681)  2025-08-29T03:35Z [----] followers, [---] engagements


"@dan_tmt This was Clearwire in '12/13 for the last spectrum bidding war (with very different ownership on Sprint control at 51%) . now $TMUS Charlie and $SATS have a drastically different hand to play here if they are in portfolio maximization mode (liquidation)"  
[X Link](https://x.com/CCapLP/status/1961882785229963679)  2025-08-30T20:04Z [----] followers, [---] engagements


"@LeverageValueP What do you think value is on SOP for $KHC"  
[X Link](https://x.com/CCapLP/status/1961912756417786119)  2025-08-30T22:03Z [----] followers, [--] engagements


"@LeverageValueP Smart move to complete ahead of Barclays Consumer Conference (timing inline with @WSJ story). $KHC"  
[X Link](https://x.com/CCapLP/status/1962190487353270774)  2025-08-31T16:27Z [----] followers, [--] engagements


"Must read for those following the spectrum scenarios playing out with $SATS $T $VZ $TMUS @SpaceX $ASTS @ProjectKuiper $AAPL @TMFAssociates has called it better than most for 10+ years regardless if you agree with his opinions Finally got round to writing my blog post summarizing my research note and the thread below https://t.co/rfkX9TjNEn Finally got round to writing my blog post summarizing my research note and the thread below https://t.co/rfkX9TjNEn"  
[X Link](https://x.com/CCapLP/status/1962255421013368946)  2025-08-31T20:45Z [----] followers, [----] engagements


"$DK Wolfe Research upgrades Delek US to Outperform citing SRE benefits and undervalued refining assets"  
[X Link](https://x.com/CCapLP/status/1963199233487487039)  2025-09-03T11:15Z [----] followers, [---] engagements


"$DK . good read ahead of the "stampede" h/t @Reignots Leggate upgrades Delek $DK with a $40 PT - small cap refiner upgrades happen in stampedes and this is just the beginning https://t.co/t10gfimGXT Leggate upgrades Delek $DK with a $40 PT - small cap refiner upgrades happen in stampedes and this is just the beginning https://t.co/t10gfimGXT"  
[X Link](https://x.com/CCapLP/status/1963279245154894106)  2025-09-03T16:33Z [----] followers, [---] engagements


"@1_adoy Does $SATS have anything close to Investor Relations I see nothing on press releases any more"  
[X Link](https://x.com/CCapLP/status/1963308287405035652)  2025-09-03T18:29Z [----] followers, [--] engagements


"$DNA -- this is going to be +30 days of forced selling if you take 15% of their ADV. That is a lot of pressure on retail hands"  
[X Link](https://x.com/CCapLP/status/1963849807509987703)  2025-09-05T06:20Z [----] followers, [---] engagements


"$DNA Importantly -- there is no update on the $GOOGL Google termination fee of $24MM which expired on August [--] [----]. This surely seems like a material event that there is no mention of in their prospectus"  
[X Link](https://x.com/CCapLP/status/1963849810047541336)  2025-09-05T06:20Z [----] followers, [---] engagements


"@dan_tmt $SATS - not only does this take near term distraction and risk off the table for @EchoStar it also signals a fast track approval on the $T / SpaceX transactions with a favorable view @FCC. @BrendanCarrFCC gets a lot of credit here"  
[X Link](https://x.com/CCapLP/status/1965185456141991998)  2025-09-08T22:48Z [----] followers, [---] engagements


"@dan_tmt @EchoStar @FCC @BrendanCarrFCC $SATS -- How much is the remaining AWS-3 spectrum left in their portfolio worth $TMUS or $VZ likely bidders"  
[X Link](https://x.com/CCapLP/status/1965189550449496126)  2025-09-08T23:04Z [----] followers, [---] engagements


"Shocked $SATS isn't up even more today on FCC news (I guess it needs a break). Reg risks greatly reduced Current Mkt Cap / EV: close to $25B (adjusting for recent $T and SpaceX deals) Dish spent $13.3B on AWS-3 . its likely worth $20B+ on recent comps with $TMUS and $VZ as hungry bidders for their next sale Shouldn't $SATS be up +100% more on next deal"  
[X Link](https://x.com/CCapLP/status/1965466002571092338)  2025-09-09T17:23Z [----] followers, [---] engagements


"@dan_tmt @EchoStar @FCC @BrendanCarrFCC At The Goldman Sachs Communacopia + Technology Conference AT&T CEO Says SpaceX Buying EchoStar's Spectrum Licenses Is The "Highest And Best Use Of That Spectrum" $T $SATS $VZ $TMUS @SpaceX"  
[X Link](https://x.com/CCapLP/status/1965755388663583218)  2025-09-10T12:33Z [----] followers, [---] engagements


"@dan_tmt @EchoStar @FCC @BrendanCarrFCC @SpaceX $SATS -- @elonmusk "Not out of the question to buy a wireless carrier for additional spectrum" AWS-3 at $SATS is staring you in the face and seemingly Charlie is price sensitive for @SpaceX stock at $400B valuation Or let $TMUS and $VZ add to their holdings"  
[X Link](https://x.com/CCapLP/status/1965757612705890754)  2025-09-10T12:41Z [----] followers, [---] engagements


"@FCC Chairman @BrendanCarrFCC calls @SpaceX planned multibillion-dollar spectrum rights buy from EchoStar ( $SATS ) "a potential game changer" for consumers by broadening the use of direct-to-cell satellite services and driving competition in the connectivity market. "The United States is not only winning space race [---] we're dominating $VZ $T $TMUS"  
[X Link](https://x.com/CCapLP/status/1965758340048224565)  2025-09-10T12:44Z [----] followers, [----] engagements


"Oracle bookings vs Jamie Dimon economy slowing. Choose your fighter $JPM $ORCL"  
[X Link](https://x.com/CCapLP/status/1965783808353112209)  2025-09-10T14:25Z [----] followers, [---] engagements


"$TSLA its go time The @theallinpod interview with @elonmusk is a must-listen -- he's back full time at HQ and hasn't been to DC since May. "Optimus Could Be The Biggest Product Ever'" $TSLA chart seems ready for breakout too h/t: @Mr_Derivatives https://t.co/9cY8hjgUxO The @theallinpod interview with @elonmusk is a must-listen -- he's back full time at HQ and hasn't been to DC since May. "Optimus Could Be The Biggest Product Ever'" $TSLA chart seems ready for breakout too h/t: @Mr_Derivatives https://t.co/9cY8hjgUxO"  
[X Link](https://x.com/CCapLP/status/1966503734738870421)  2025-09-12T14:06Z [----] followers, [---] engagements


"$SATS SpaceX Is Collaborating With Chip Makers Following Their Deal With EchoStar SpaceX Is Collaborating With Chip Makers Following Their Deal With EchoStar"  
[X Link](https://x.com/CCapLP/status/1967993427464950152)  2025-09-16T16:46Z [----] followers, [---] engagements


"@HeisenbergSport Sam Houston +40"  
[X Link](https://x.com/CCapLP/status/1969415675148894241)  2025-09-20T14:57Z [----] followers, [--] engagements


"@ACapitalLP Dont see how . $TMUS (if allowed) could easily overpay or simply own to block $VZ $SATS"  
[X Link](https://x.com/CCapLP/status/1972861079362630007)  2025-09-30T03:08Z [----] followers, [---] engagements


"@WaltLightShed @Dan_Schulman @FCC @BrandoLightShed @RichLightShed Does the CEO change effective immediately purposefully reset leadership to increase likelihood of deal happening $SATS $VZ"  
[X Link](https://x.com/CCapLP/status/1976005717921497259)  2025-10-08T19:24Z [----] followers, [---] engagements


"$TSLA reshuffles the deck chairs with sales executives http://t.co/5qBq7isAUg http://www.autonews.com/article/20150313/RETAIL01/303139969template=mobile http://www.autonews.com/article/20150313/RETAIL01/303139969template=mobile"  
[X Link](https://x.com/CCapLP/status/576348760156073984)  2015-03-13T11:47Z [----] followers, [--] engagements


"*BRL WEAKER THAN 3/USD VERY BAD' FOR PETROBRAS: FOSTER well there you have it $PBR"  
[X Link](https://x.com/CCapLP/status/581093026245844992)  2015-03-26T13:59Z [----] followers, [--] engagements


"$TSLA Mt Kisco NY has [--] cars on parking lot but no more space for additional. Some Mar '15 production too http://t.co/GT2IY4F7PG"  
[X Link](https://x.com/CCapLP/status/581803849154981888)  2015-03-28T13:03Z [----] followers, [--] engagements


"$CAT ValueAct"  
[X Link](https://x.com/CCapLP/status/651409508846182400)  2015-10-06T14:51Z [----] followers, [--] engagements


"$CAT - big improvement in rate of change on AsiaPac Resources & Total Machines"  
[X Link](https://x.com/CCapLP/status/656820233072726016)  2015-10-21T13:12Z [----] followers, [--] engagements


"$SBUX - what on their menu has celery if that's the bad ingredient"  
[X Link](https://x.com/CCapLP/status/671714640997580801)  2015-12-01T15:37Z [----] followers, [--] engagements


"$SBUX - even the chicken BLT sandwich does not list celery as ingredient"  
[X Link](https://x.com/CCapLP/status/671714883331862529)  2015-12-01T15:38Z [----] followers, [--] engagements


"Should the towers be worried $S getting 'surgical' and 'specific crowd-sourced pain points' $CCI $SBAC $AMT"  
[X Link](https://x.com/CCapLP/status/691982284191305728)  2016-01-26T13:53Z [----] followers, [--] engagements


"Great article. These are now 20-40% EBITDA margin businesses $AMZN $MSFT $GOOGL https://x.com/elenaneira/status/711717093046091777 We now see a time when only [--] to [--] computers (#clouds) operate w/ enough volume to compete on price & performance https://t.co/CpD3vOlXaQ https://x.com/elenaneira/status/711717093046091777 We now see a time when only [--] to [--] computers (#clouds) operate w/ enough volume to compete on price & performance https://t.co/CpD3vOlXaQ"  
[X Link](https://x.com/CCapLP/status/711719703077642241)  2016-03-21T01:02Z [----] followers, [--] engagements

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