# ![@CfaRoark Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1304064957408043009.png) @CfaRoark Howard Roark

Howard Roark posts on X about $asts, $cccx, market cap, $oklo the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1304064957408043009/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1304064957408043009/c:line/m:interactions.svg)

- [--] Week [------] +283%
- [--] Month [------] +257%
- [--] Months [-------] +143%
- [--] Year [-------] +683%

### Mentions: [--] [#](/creator/twitter::1304064957408043009/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1304064957408043009/c:line/m:posts_active.svg)

- [--] Week [--] -17%
- [--] Month [--] +52%
- [--] Months [---] +123%
- [--] Year [---] +195%

### Followers: [---] [#](/creator/twitter::1304064957408043009/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1304064957408043009/c:line/m:followers.svg)

- [--] Week [---] +1.50%
- [--] Month [---] +5.30%
- [--] Months [---] +61%
- [--] Year [---] +198%

### CreatorRank: [---------] [#](/creator/twitter::1304064957408043009/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1304064957408043009/c:line/m:influencer_rank.svg)

### Social Influence

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

**Social topic influence**
[$asts](/topic/$asts), [$cccx](/topic/$cccx), [market cap](/topic/market-cap), [$oklo](/topic/$oklo), [$hond](/topic/$hond), [investment](/topic/investment), [$nvda](/topic/$nvda), [$smr](/topic/$smr), [$pew](/topic/$pew), [$gsrt](/topic/$gsrt)

**Top accounts mentioned or mentioned by**
[@odddiligence](/creator/undefined) [@chamath](/creator/undefined) [@stepnotonpets](/creator/undefined) [@erictheumpire](/creator/undefined) [@peonykingof](/creator/undefined) [@pennycheck](/creator/undefined) [@spacliquidity](/creator/undefined) [@spaczilla](/creator/undefined) [@danw2capital](/creator/undefined) [@ceoadam](/creator/undefined) [@stockholder30](/creator/undefined) [@cathiedwood](/creator/undefined) [@specialsitsnews](/creator/undefined) [@palella](/creator/undefined) [@funwithnumberz](/creator/undefined) [@kingtutcap](/creator/undefined) [@kevinlmak](/creator/undefined) [@blackscholesman](/creator/undefined) [@jmresearch1](/creator/undefined) [@spacanpanman](/creator/undefined)

**Top assets mentioned**
[AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [Oklo Inc. (OKLO)](/topic/$oklo) [NVIDIA Corp. (NVDA)](/topic/$nvda) [NuScale Power Corporation (SMR)](/topic/$smr) [pepe in a memes world (PEW)](/topic/$pew) [Symbotic Inc. Class A Common Stock (SYM)](/topic/$sym) [IonQ, Inc. (IONQ)](/topic/$ionq) [Rigetti Computing, Inc. Common Stock (RGTI)](/topic/$rgti) [American Exceptionalism Acquisition Corp. A (AEXA)](/topic/$aexa) [Auroracoin (AUR)](/topic/$aur) [Fold Holdings Inc. (FLD)](/topic/$fld) [Velo (VELO)](/topic/$velo) [TrumpCoin (DJT)](/topic/$djt) [D-Wave Quantum Inc. (QBTS)](/topic/$qbts) [Muhdo Hub (DNA)](/topic/$dna) [Bitcoin (BTC)](/topic/bitcoin) [QXO, Inc. Common Stock (QXO)](/topic/$qxo) [Deere & Company (DE)](/topic/$de) [Cadre Holdings Inc. (CDRE)](/topic/$cdre) [AMC Entertainment Holdings, Inc. (AMC)](/topic/$amc) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [VinFast Auto Ltd. Ordinary Shares (VFS)](/topic/$vfs) [SCIENCE APPLICATIONS INTERNATIONAL CORPORATION (SAIC)](/topic/$saic) [CACI INTERNATIONAL CLA (CACI)](/topic/$caci) [Booz Allen Hamilton Holding, Corp. (BAH)](/topic/$bah) [Dogecoin (DOGE)](/topic/doge) [Archer Aviation Inc. (ACHR)](/topic/$achr) [Heroes of NFT (HON)](/topic/$hon) [CompoSecure, Inc. (CMPO)](/topic/$cmpo) [MAPS (MAPS)](/topic/$maps) [ApeCoin (APE)](/topic/$ape) [ShapeShift FOX Token (FOX)](/topic/$fox) [April (APRIL)](/topic/april)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@Tcozze508 Until the market caps are even You realize $AMC and $APE are shares of the same company right"  
[X Link](https://x.com/CfaRoark/status/1672820710656335872)  2023-06-25T04:15Z [--] followers, [--] engagements


"The market had pegged $SSTK as an AI victim and valued it accordingly (14x '24 earnings 9x ebitda). Yesterday $SSTK signed a 6-year deal with OpenAI. If $SSTK is instead an AI winner then those multiples double or more and stock goes to $100+"  
[X Link](https://x.com/CfaRoark/status/1679135689143623682)  2023-07-12T14:28Z [--] followers, [--] engagements


"@MikeWeinerRules @EricTheUmpire @OddDiligence How are bears getting greedy $VFS currently being valued at $28 billion. Probably should be 1/10 of that. F-1 EFF soon. Equity capital raise after that"  
[X Link](https://x.com/CfaRoark/status/1707108312716571098)  2023-09-27T19:01Z [--] followers, [---] engagements


"@FloridaManFina1 Free cash flow in the quarter was a $1.2 billion burn. They have $1.4 billion of net debt even including the chairman grants. Every press release says the company "will continue to look for opportunities to strengthen its balance sheet." Crystal clear how this will play out. $VFS"  
[X Link](https://x.com/CfaRoark/status/1709922674653192261)  2023-10-05T13:25Z [--] followers, [--] engagements


"@CEOAdam As a public company CEO your exorbitant comp is supposed to be justified by your wisdom and good judgment. Texting sex pics of yourself to an internet rando disqualifies you for the CEO position"  
[X Link](https://x.com/CfaRoark/status/1712861564879949961)  2023-10-13T16:03Z [--] followers, [--] engagements


"@everyonehatesp1 @okieinvestor No chance it holds. Today's move is blind enthusiasm for Brad Jacobs and a limited float"  
[X Link](https://x.com/CfaRoark/status/1731707767180689739)  2023-12-04T16:11Z [---] followers, [---] engagements


"@dingo__hunter Im going with no"  
[X Link](https://x.com/CfaRoark/status/1743403737333350596)  2024-01-05T22:46Z [--] followers, [--] engagements


"@JulianKlymochko What are the 18"  
[X Link](https://x.com/CfaRoark/status/1745149857398935598)  2024-01-10T18:25Z [--] followers, [---] engagements


"@VitruvianMan725 @stockholder30 I'm a fan of $SYM the company (not the stock) but you can't say "management has executed amazingly well so far and there is zero reason to doubt them." They missed their own original earnings projections by a mile (other than revenue where gave away hardware)"  
[X Link](https://x.com/CfaRoark/status/1754933213586178414)  2024-02-06T18:20Z [--] followers, [---] engagements


"@chamath When the whole White House press secretary thing is over Karine Jean-Pierre has a bright future in public company investor relations"  
[X Link](https://x.com/CfaRoark/status/1758931261651833031)  2024-02-17T19:07Z [--] followers, [----] engagements


"@stockholder30 So the first pop was disclosure of a small old investment by NVDA and the second pop was the CEO going on Bloomberg and smiling when asked if NVDA would buy the company But the CEO is dumping shares which is pretty much not what he would be doing ahead of a takeout😂"  
[X Link](https://x.com/CfaRoark/status/1762480114825130015)  2024-02-27T14:09Z [--] followers, [--] engagements


"Friendly reminder that $SSNT is trading at a pro forma equity value of $47 billion. That is 18x the $2.5 billion cash balance that will be their only day [--] asset. Hope those construction materials targets will accept stock"  
[X Link](https://x.com/CfaRoark/status/1762585826700001665)  2024-02-27T21:09Z [--] followers, [---] engagements


"@Plumpeo Put all your political views aside and imagine DJT on the floor of the NYSE ringing the opening bell for $DJT. I think you will want to be long for that $DWAC"  
[X Link](https://x.com/CfaRoark/status/1770121711758807316)  2024-03-19T16:14Z [--] followers, [---] engagements


"Put your political views aside and imagine DJT on the floor of the NYSE ringing the opening bell for $DJT then heading over to CNBC for a friendly chat. This could happen next week. I wonder what the stock will do $DWAC"  
[X Link](https://x.com/CfaRoark/status/1770198158557028528)  2024-03-19T21:18Z [--] followers, [---] engagements


"$DWAC $DJT "investment thesis": - Trump can control the price in the near term (enforce strict lock-up + a bit of stock promotion) - He will own 115m shares incl earnout - The allure of the media reporting a "$10b" kind of value will outweigh any desire to play lock-up games"  
[X Link](https://x.com/CfaRoark/status/1771587384003465668)  2024-03-23T17:18Z [--] followers, [---] engagements


"@iso_peonies This makes the most sense. The aura of success and free positive press coverage when the stock price goes up is worth more to him (during the campaign at least) than the pump and dump many are expecting $DJT"  
[X Link](https://x.com/CfaRoark/status/1772815990109151284)  2024-03-27T02:40Z [--] followers, [----] engagements


"@iso_peonies Who knows Lockup provisions can be modified. But whether the shares are used as collateral or not he has strong incentives to keep the stock price as high as possible for as long as possible #MotherOfAllMemeStocks"  
[X Link](https://x.com/CfaRoark/status/1772831363969802707)  2024-03-27T03:41Z [--] followers, [--] engagements


"$DJT As I've said he can make the stock price whatever he wants it to be. From Barrons:"  
[X Link](https://x.com/CfaRoark/status/1774121297217204647)  2024-03-30T17:07Z [---] followers, [---] engagements


"Um hello MAGA Army You can start buying now. Making me look bad here. $DJT $DJT As I've said he can make the stock price whatever he wants it to be. From Barrons: https://t.co/88TRNJzUgl $DJT As I've said he can make the stock price whatever he wants it to be. From Barrons: https://t.co/88TRNJzUgl"  
[X Link](https://x.com/CfaRoark/status/1777333620450992457)  2024-04-08T13:52Z [--] followers, [---] engagements


"$DJT and Devin Nunes have joined the war against naked short sellers. Every company and CEO that has made this a priority has gone on to great success I think. Right"  
[X Link](https://x.com/CfaRoark/status/1781283438424719459)  2024-04-19T11:27Z [--] followers, [---] engagements


"@EricTheUmpire @chrisokaly $AACI is going to be the LIV Tour to OpenAI's PGA"  
[X Link](https://x.com/CfaRoark/status/1782798768208793973)  2024-04-23T15:48Z [--] followers, [---] engagements


"Why did the media suddenly stop reporting daily updates on Trumps net worth around mid April $DJT"  
[X Link](https://x.com/CfaRoark/status/1785287506927210811)  2024-04-30T12:38Z [--] followers, [---] engagements


"My fundamental analysis of $DJT: If it can trade at a $10 billion market cap (current) it can trade at a $15 billion or $20 billion or (pick a number) market cap"  
[X Link](https://x.com/CfaRoark/status/1786107993735479307)  2024-05-02T18:58Z [--] followers, [---] engagements


"@stepnotonpets NAV [-----]. Stock trading around [-----]. You are saying there is a lot of potential upside for [----] of downside risk correct"  
[X Link](https://x.com/CfaRoark/status/1790420694032961983)  2024-05-14T16:35Z [---] followers, [--] engagements


"$SEAT market cap is a little over $1 billion. FCF was $135 million last year and should stay around this level. 10-15% organic growth high 70s gross margin [--] turn of debt. At $5 this is entering no-brainer territory"  
[X Link](https://x.com/CfaRoark/status/1793301326165627170)  2024-05-22T15:22Z [---] followers, [--] engagements


"@CathieDWood Remember when you missed $NVDA"  
[X Link](https://x.com/CfaRoark/status/1793860395100500344)  2024-05-24T04:23Z [---] followers, [---] engagements


"@cljorge7 @JoashReid1 Agree with your math. $SSNT is one of the most bizarre situations I've ever seen. Have to assume it returns to earth post-close post-dividend post-reverse split (all of which will happen in the next two weeks)"  
[X Link](https://x.com/CfaRoark/status/1795550915786617038)  2024-05-28T20:21Z [---] followers, [---] engagements


"@SMBfella @pickell_mark $SSNT / $QXO is essentially becoming a blank check company with Jacobs as sponsor. These usually trade at roughly the cash balance but the hottest sponsors (eg Ackman) at the peak of the SPAC bubble got up to 50% premiums"  
[X Link](https://x.com/CfaRoark/status/1795593804046823899)  2024-05-28T23:11Z [---] followers, [---] engagements


"@SMBfella @pickell_mark If you say Jacobs is worth even more say a 100% premium that is equivalent to a $4.80 stock today (73% downside) or $1.50 after the cash dividend payout or $12.00 after the dividend and 1-for-8 reverse stock split"  
[X Link](https://x.com/CfaRoark/status/1795593874418856181)  2024-05-28T23:11Z [---] followers, [---] engagements


"$NVDA and $LPA are the two pillars propping up the economy"  
[X Link](https://x.com/CfaRoark/status/1796324137524134185)  2024-05-30T23:33Z [---] followers, [---] engagements


"@agent_kujan @SpecialSitsNews To be fair $CZR was $42 when Jay recommended it on 3/10 (market is up over same period). I agree it was good work and a good idea but let's not go overboard with the praise. Buyers on 3/10 still down 15%"  
[X Link](https://x.com/CfaRoark/status/1796579746949845029)  2024-05-31T16:29Z [---] followers, [--] engagements


"@stoolpresidente Roaring Kitty on Dave Portnoy:"  
[X Link](https://x.com/CfaRoark/status/1797764194844250466)  2024-06-03T22:55Z [---] followers, [--] engagements


"@relayman $230 now. Officially a $100bn market cap 😂"  
[X Link](https://x.com/CfaRoark/status/1799091345430380623)  2024-06-07T14:49Z [---] followers, [--] engagements


"@relayman Has to be some kind of quant strategy that is automatically buying based on float short interest etc. I find it hard to believe there is an actual human investor out there buying $QXO and unaware he is about to get body slammed"  
[X Link](https://x.com/CfaRoark/status/1813084222820917706)  2024-07-16T05:32Z [---] followers, [---] engagements


"@MohitGu72159291 @EricTheUmpire Yesterday it was just another busted SPAC with a weird share structure. Today it is a cleaned-up opportunity to invest alongside Dave Cote in his personal investment vehicle. That is worth something $CMPO"  
[X Link](https://x.com/CfaRoark/status/1821562767393870303)  2024-08-08T15:03Z [---] followers, [----] engagements


"@kingtutcap Can't stop laughing at $ASTS not being in the Ark Space ETF. Poor @CathieDWood how do you manage to miss this"  
[X Link](https://x.com/CfaRoark/status/1824174364608418288)  2024-08-15T20:00Z [---] followers, [---] engagements


"@KevinLMak @hodlforthemoon @OddDiligence @spacanpanman Why is an ATM better If institutions are now buying $ASTS then a marketed deal should be well received (and stock moves higher on stronger balance sheet and lifted overhang). An ATM just means perpetual overhang and guaranteed selling on any strength"  
[X Link](https://x.com/CfaRoark/status/1831336530478035227)  2024-09-04T14:20Z [---] followers, [---] engagements


"@KevinLMak If institutions are truly building positions then a marketed deal would be a better capital raising strategy. A couple days of pain then they're done and stock is off to the races. Dribbling supply into the market via ATM is only preferable when marketed deal not an option"  
[X Link](https://x.com/CfaRoark/status/1831685806102098363)  2024-09-05T13:28Z [---] followers, [----] engagements


"@EricTheUmpire @valwithcatalyst Would be very funny if the lockup expiration drives the stock below $11.50 and the company never gets the warrant cash. (Actually this is $DJT of course that is what will happen)"  
[X Link](https://x.com/CfaRoark/status/1835823956902944822)  2024-09-16T23:31Z [---] followers, [--] engagements


"@TheBenSchmark Trading at 8x '25 EBITDA you could argue $CMPO doesn't yet include any Dave Cote premium. Interesting to compare with $QXO which carries an implied $6-7 billion Brad Jacobs premium"  
[X Link](https://x.com/CfaRoark/status/1836142719879582077)  2024-09-17T20:38Z [---] followers, [---] engagements


"@TheBenSchmark "Acquiror of choice" language implies $CMPO and $QXO are not so different"  
[X Link](https://x.com/CfaRoark/status/1836143441287200822)  2024-09-17T20:41Z [---] followers, [---] engagements


"@SPACLiquidity Yes but I had to call them. No automated corporate actions page like other brokers"  
[X Link](https://x.com/CfaRoark/status/1846896308814049760)  2024-10-17T12:49Z [---] followers, [--] engagements


"@ZM_Stocks @SPACLiquidity Called main number and they connected me with Corp Actions. But if redemption date is too far in the future you may have to wait"  
[X Link](https://x.com/CfaRoark/status/1846928765894472121)  2024-10-17T14:58Z [---] followers, [--] engagements


"@OddDiligence @EricTheUmpire @blangb @KevinLMak @eddy_thorpe @peonyKingOF I feel sorry for those naked shorts if @palella ever got his hands on them"  
[X Link](https://x.com/CfaRoark/status/1848462594090119364)  2024-10-21T20:33Z [---] followers, [--] engagements


"@peonyKingOF @OddDiligence @EricTheUmpire @blangb @KevinLMak @eddy_thorpe @palella Sal doesn't know what to do with that one"  
[X Link](https://x.com/CfaRoark/status/1848463088464629830)  2024-10-21T20:35Z [---] followers, [---] engagements


"@SpecialSitsNews $DJT hostile takeover of $NYT"  
[X Link](https://x.com/CfaRoark/status/1851240026379632918)  2024-10-29T12:29Z [---] followers, [---] engagements


"@amitisinvesting He will bail out $BA 12-18 months from now"  
[X Link](https://x.com/CfaRoark/status/1852865502076408092)  2024-11-03T00:08Z [---] followers, [--] engagements


"@HighyieldHarry And RFK Jr was"  
[X Link](https://x.com/CfaRoark/status/1853795992732053560)  2024-11-05T13:46Z [---] followers, [--] engagements


"This outcome is on Biden. Four years ago the (not quite explicit) deal was that he would serve [--] years then step down. If hed done that the Dems could have run a real primary process and nominated an electable candidate"  
[X Link](https://x.com/CfaRoark/status/1854159706366869655)  2024-11-06T13:51Z [---] followers, [--] engagements


"@stoic_point So we have a left-for-dead deSPAC with a turnaround story accelerating mid/high-teens sales growth 80-85% gross margins a half billion dollars of cash & no debt beating/raising buying back stock with sellside coverage but not a single buy rating You have my attention $KIND"  
[X Link](https://x.com/CfaRoark/status/1854327648261968243)  2024-11-07T00:58Z [---] followers, [---] engagements


"@EggPlatypus Berkshire Hathaway it is not (But that portfolio is full of winners)"  
[X Link](https://x.com/CfaRoark/status/1854544911590138194)  2024-11-07T15:22Z [---] followers, [--] engagements


"@Sankaty_Head @stockholder30 1st [--] months revenue restated lower stubbornly low 19% gross margins burned cash massive $120 million of stock comp. Sorry just doesn't smell right $SYM"  
[X Link](https://x.com/CfaRoark/status/1858634854687994053)  2024-11-18T22:14Z [---] followers, [---] engagements


"@kingtutcap Is it possible Blue Origin could ultimately buy $ASTS to add direct to cellular capability (I believe Project Kuiper does not currently include direct to cellular)"  
[X Link](https://x.com/CfaRoark/status/1858698481612865859)  2024-11-19T02:27Z [---] followers, [---] engagements


"@UpslopeCapital Its a winner. Stock will benefit from scarcity value. High-growth technology-rich product portfolio arguably most attractive among publicly traded defense contractors. Pro forma $1.7b of sales and $9b market cap will attract new coverage from biggest shops"  
[X Link](https://x.com/CfaRoark/status/1858920925011276175)  2024-11-19T17:11Z [---] followers, [---] engagements


"@ActAccordingly Mgmt saying FY25 is bottom plus highlighting datacenter content"  
[X Link](https://x.com/CfaRoark/status/1859630696785961416)  2024-11-21T16:11Z [---] followers, [---] engagements


"@ActAccordingly Also $ATKR would benefit from potential Trump tariffs but not in guidance"  
[X Link](https://x.com/CfaRoark/status/1859656151492854135)  2024-11-21T17:52Z [---] followers, [---] engagements


"@peonyKingOF Its a bloodbath. $SMR trading at levels not seen since last Thursday"  
[X Link](https://x.com/CfaRoark/status/1861110840138645512)  2024-11-25T18:12Z [---] followers, [---] engagements


"@peonyKingOF Also $BZFD has more of a legitimate investment case: activist involvement turnaround story profitable etc"  
[X Link](https://x.com/CfaRoark/status/1864362491095994526)  2024-12-04T17:33Z [---] followers, [---] engagements


"@EricTheUmpire Already did. Based on Mike Saylor's recommendation. He is SO smart and SO handsome"  
[X Link](https://x.com/CfaRoark/status/1864516173552926961)  2024-12-05T03:44Z [---] followers, [--] engagements


"@U5sigma2 @24Kbb8 Stock will continue to trade with same ticker. Economics and float dynamics same. Why is down-list to OTC disqualifying"  
[X Link](https://x.com/CfaRoark/status/1866538247364677811)  2024-12-10T17:39Z [---] followers, [--] engagements


"@BlackScholesMan @peonyKingOF Plot twist. DOGE is actually great news for $BAH $CACI $LDOS $SAIC. (1) More urgency to replace obsolete federal gov't IT systems (2) Swapping of contractors for gov't civilians to save money in the long term"  
[X Link](https://x.com/CfaRoark/status/1866551678528360474)  2024-12-10T18:32Z [---] followers, [---] engagements


"@funwithnumberz $SYM is a perfect Cathie Wood name a buzzword-heavy story that sounds great as long as you dont scrutinize it too closely. Most likely she will dump it at $10 in a couple years"  
[X Link](https://x.com/CfaRoark/status/1867026117594325384)  2024-12-12T01:58Z [---] followers, [---] engagements


"@rhetthunter @DOGE https://x.com/cfaroark/status/1866551678528360474s=46&t=MmOZuuUYJb9pmhCBScYMJw @BlackScholesMan @peonyKingOF Plot twist. DOGE is actually great news for $BAH $CACI $LDOS $SAIC. (1) More urgency to replace obsolete federal gov't IT systems (2) Swapping of contractors for gov't civilians to save money in the long term https://x.com/cfaroark/status/1866551678528360474s=46&t=MmOZuuUYJb9pmhCBScYMJw @BlackScholesMan @peonyKingOF Plot twist. DOGE is actually great news for $BAH $CACI $LDOS $SAIC. (1) More urgency to replace obsolete federal gov't IT systems (2) Swapping of"  
[X Link](https://x.com/CfaRoark/status/1867049185851126026)  2024-12-12T03:29Z [---] followers, [--] engagements


"@peonyKingOF And they tapped strategic partners for almost half a billion cash at only a 5% discount to market. That is how you do it. Balance sheet looking great. Will run from here $ACHR"  
[X Link](https://x.com/CfaRoark/status/1867232140674441509)  2024-12-12T15:36Z [---] followers, [---] engagements


"@OddDiligence @pennycheck @peonyKingOF @tradingrust Ugh. Ark bought 5mn shares $ACHR today. Dont like being on the same side as Cathie. Now Im nervous"  
[X Link](https://x.com/CfaRoark/status/1867390224160239742)  2024-12-13T02:04Z [---] followers, [---] engagements


"@funwithnumberz $GD had two sellside downgrades today. I always wondered who reactively traded sellside ratings changes. Now I know"  
[X Link](https://x.com/CfaRoark/status/1867391093731397743)  2024-12-13T02:08Z [---] followers, [--] engagements


"@DeepSailCapital Don't all these executives who are dumping stock realize that $SOUN is "PARTNERED WITH NVIDIA" 😂"  
[X Link](https://x.com/CfaRoark/status/1867411082916036932)  2024-12-13T03:27Z [---] followers, [---] engagements


"@spacanpanman @WOLF_Financial Her buying will be a good exit signal"  
[X Link](https://x.com/CfaRoark/status/1869446590760657204)  2024-12-18T18:16Z [---] followers, [---] engagements


"@GREEK__G0D At this point $AMC only exists as a vehicle to transfer wealth from apes to Adam Aron"  
[X Link](https://x.com/CfaRoark/status/1872801391720448362)  2024-12-28T00:27Z [---] followers, [---] engagements


"@InvestmentTalkk @UpslopeCapital Old enough to remember when she missed NVDA"  
[X Link](https://x.com/CfaRoark/status/1874132271768412477)  2024-12-31T16:35Z [---] followers, [---] engagements


"$QSI. Why Please dont tell me it is because the word quantum is in the name"  
[X Link](https://x.com/CfaRoark/status/1875178624082661479)  2025-01-03T13:53Z [---] followers, [---] engagements


"@Ajnatrading Depends on the institutions. Note these werent disclosed. Entirely possible they created short positions in advance and used the $3.20 stock to close out the short positions. Dumped stock on suckers for near risk free gain $QSI"  
[X Link](https://x.com/CfaRoark/status/1875628560813310117)  2025-01-04T19:41Z [---] followers, [---] engagements


"@FrankieGom91893 DD is great except when it is made up. Not sure where you got that second screen shot because $NVDA never invested in $QSI. If you resend with link and I'm wrong I will be happy to eat my words"  
[X Link](https://x.com/CfaRoark/status/1876024997992665167)  2025-01-05T21:56Z [---] followers, [---] engagements


"@FrankieGom91893 @540856 Except $NVDA has not invested in $QSI so not sure where you got that screen shot"  
[X Link](https://x.com/CfaRoark/status/1876026349011509533)  2025-01-05T22:01Z [---] followers, [---] engagements


"@FrankieGom91893 Yes they have a partnership. No $NVDA did not invest in $QSI. I noticed you are changing the subject now. Are you admitting I am right"  
[X Link](https://x.com/CfaRoark/status/1876027110315405488)  2025-01-05T22:04Z [---] followers, [---] engagements


"@wsheldon95 [--]. That is not a link. [--]. Yes $NVDA partnered with $QSI. No $NVDA never invested in $QSI"  
[X Link](https://x.com/CfaRoark/status/1876027545138892840)  2025-01-05T22:06Z [---] followers, [---] engagements


"@peonyKingOF @TheFutu86013115 $DNA is the play. Clear AI strategy legit partnerships $200 million sales market cap $700 million with $600 million cash and zero debt 20% of the float is short few watching"  
[X Link](https://x.com/CfaRoark/status/1882158607292362831)  2025-01-22T20:09Z [---] followers, [---] engagements


"@pennycheck On last Thursday's earnings call $TTEK said they could hit mid-point of current year guidance even if USAID goes to zero"  
[X Link](https://x.com/CfaRoark/status/1886459661009699163)  2025-02-03T17:00Z [---] followers, [---] engagements


"With $PLTR now trading at a quarter trillion market cap it is worth noting that the $PLTR CTO is also Chairman of biotech AI play $DNA. $DNA is trading near cash ($616 million). Good lottery ticket"  
[X Link](https://x.com/CfaRoark/status/1886947189542543807)  2025-02-05T01:17Z [---] followers, [---] engagements


"@BlackScholesMan @pennycheck Plus positions in xAI Groq Discord Databricks etc probably all of which have appreciated significantly since the 9/30/24 mark. Plus cash. So not that absurd"  
[X Link](https://x.com/CfaRoark/status/1889070981932536275)  2025-02-10T21:56Z [---] followers, [---] engagements


"@stocksandbjj $VSAT 10-Q hit right before the close. Disclosed a $130-180 million impairment charge: "certain ground network infrastructure locations in the EMEA markets will be exited certain related assets disposed of and long-term contracts terminated""  
[X Link](https://x.com/CfaRoark/status/1889083609262272796)  2025-02-10T22:46Z [---] followers, [----] engagements


"$WEST cut '25 EBITDA guidance mid-point by 26% from $90 million to $67 million. Also the guidance is heavily H2 loaded. Company is levered 6x if you believe the aggressive-looking guidance more if you don't. Headwinds from higher coffee prices. Going to be a rough year"  
[X Link](https://x.com/CfaRoark/status/1899569640210116879)  2025-03-11T21:14Z [---] followers, [---] engagements


"@OddDiligence @palella @palella is too busy hunting down the naked shorts that unfairly took down $MCOM"  
[X Link](https://x.com/CfaRoark/status/1904889158453043312)  2025-03-26T13:32Z [---] followers, [---] engagements


"@unusual_whales Is this why futures just bounced Seriously"  
[X Link](https://x.com/CfaRoark/status/1909034248578711589)  2025-04-07T00:03Z [---] followers, [----] engagements


"Brace yourself. Here comes the worst of all worlds. (Boomers remember) #stagflation #thankstrump https://en.wikipedia.org/wiki/Stagflation https://en.wikipedia.org/wiki/Stagflation"  
[X Link](https://x.com/CfaRoark/status/1910710348857950669)  2025-04-11T15:03Z [---] followers, [--] engagements


"@AccessIPOs Wouldn't automatically draw that conclusion. $AUR is a competitor also came public via SPAC also pre-revenue and has a $13 billion market cap vs. $AACT $3 billion"  
[X Link](https://x.com/CfaRoark/status/1917725898100429027)  2025-04-30T23:40Z [---] followers, [---] engagements


"Overlooked $FLD has been sitting out the crypto rally but this could change tomorrow when they ring the NASDAQ opening bell. Company owns [----] bitcoin worth $144mn. Market cap is $170 million Let that sink in 📆 Keep your calendar clear from 920ish to 930am ET tomorrow. $FLD #NYC @NasdaqExchange While we're here we might as well stack sats. Stack on the subway $1.50 slices the deli or anything else. https://t.co/YFRDiUr6Ec 📆 Keep your calendar clear from 920ish to 930am ET tomorrow. $FLD #NYC @NasdaqExchange While we're here we might as well stack sats. Stack on the subway $1.50 slices the"  
[X Link](https://x.com/CfaRoark/status/1918005230110728583)  2025-05-01T18:10Z [---] followers, [---] engagements


"@SixSigmaCapital But the $PLTR CEO dishes out funny zingers and owns the shorts. You have to factor that into the valuation"  
[X Link](https://x.com/CfaRoark/status/1919582805106790415)  2025-05-06T02:39Z [---] followers, [---] engagements


"@OddDiligence @ExpatDave34 Also as of Monday the board can release 25% of the [---] million shares held by the Existing Webull Shareholders (no [---] day requirement on those). Not certain that they will but wouldn't be surprising and cost basis very low on those"  
[X Link](https://x.com/CfaRoark/status/1921236713856180474)  2025-05-10T16:11Z [---] followers, [---] engagements


"With warrants exercisable and some shares unlocking on Monday the $BULL valuation should start to reflect fundamentals which aren't great $BULL options list tomorrow 4/25. Could be some interesting price discovery. $BULL trades at 24x sales for no growth and no profitability. Comp $HOOD trades at 10x sales for 25% top line growth and very profitable. $HOOD multiple on $BULL (very generous) = 50% downside😬 $BULL options list tomorrow 4/25. Could be some interesting price discovery. $BULL trades at 24x sales for no growth and no profitability. Comp $HOOD trades at 10x sales for 25% top line"  
[X Link](https://x.com/CfaRoark/status/1921245083283685576)  2025-05-10T16:44Z [---] followers, [---] engagements


"@peonyKingOF @U5sigma2 And it has a catalyst"  
[X Link](https://x.com/CfaRoark/status/1923121054806847856)  2025-05-15T20:59Z [---] followers, [---] engagements


"@scott_m_powell Despite launching Bluebirds on SpaceX and being opposed to short selling Elon has a secret plan to kill $ASTS by shorting the stock. Got it"  
[X Link](https://x.com/CfaRoark/status/1923193967606218956)  2025-05-16T01:49Z [---] followers, [----] engagements


"As one of maybe [--] investors paying attention to $FLD right now I want to say that I do not believe they will come anywhere close to their $62 million [--] sales guidance. But if they do it is easily a 5-bagger in [--] months"  
[X Link](https://x.com/CfaRoark/status/1923356123228225803)  2025-05-16T12:33Z [---] followers, [----] engagements


"@wlrvs @coryklippsten @Gemini Wen $FLD credit card"  
[X Link](https://x.com/CfaRoark/status/1926318232660529439)  2025-05-24T16:43Z [---] followers, [--] engagements


"$AACT is trading at NAV and has DA with Kodiak Robotics at $3 billion pro forma market cap vs peer $AUR trading at $11 billion market cap (both pre-revenue). Hits autonomous driving robotics and AI themes. Sponsor Ares is contributing 2c per month to trust plus Treasury yield for 6-7% annualized return while you wait. S-4 is filed so deal should close this summer"  
[X Link](https://x.com/CfaRoark/status/1927833584779546655)  2025-05-28T21:05Z [---] followers, [----] engagements


"And $AACT options trade tomorrow 5/30 @2020_Fin_Vision $AACT is trading at NAV and has DA with Kodiak Robotics at $3 billion pro forma market cap vs peer $AUR trading at $11 billion market cap (both pre-revenue). Hits autonomous driving robotics and AI themes. Sponsor Ares is contributing 2c per month to trust plus Treasury yield @2020_Fin_Vision $AACT is trading at NAV and has DA with Kodiak Robotics at $3 billion pro forma market cap vs peer $AUR trading at $11 billion market cap (both pre-revenue). Hits autonomous driving robotics and AI themes. Sponsor Ares is contributing 2c per month to"  
[X Link](https://x.com/CfaRoark/status/1928218537056686566)  2025-05-29T22:34Z [---] followers, [----] engagements


"@MarmotRespecter @SPACLiquidity @chamath @troyhouse @Cokedupoptions Id like to report a murder"  
[X Link](https://x.com/CfaRoark/status/1931517607695221032)  2025-06-08T01:04Z [---] followers, [---] engagements


"@BetterPitchGuy Is this the guy who pretends to have class then tweets about his genitals @chamath"  
[X Link](https://x.com/CfaRoark/status/1932126354163806512)  2025-06-09T17:23Z [---] followers, [----] engagements


"No insights into the technology but if investors get excited about the market opportunity they will buy 'em all (eg quantum with $IONQ $RGTI $QBTS etc). On valuation hard to say if $AUR is under- or over-valued but it would be surprising if $AACT continues to trade at 1/3 the market cap of $AUR"  
[X Link](https://x.com/CfaRoark/status/1932152235451994134)  2025-06-09T19:06Z [---] followers, [---] engagements


"@grok @RealStevenFat1 @BetterPitchGuy @chamath @grok when @chamath refers to his anaconda in the attached tweet what is he referring to https://x.com/chamath/status/1931039584672186651s=46&t=MmOZuuUYJb9pmhCBScYMJw @troyhouse @Cokedupoptions i'll bet your entire net worth x [--]. the anaconda is the worst kept secret of silicon valley. https://x.com/chamath/status/1931039584672186651s=46&t=MmOZuuUYJb9pmhCBScYMJw @troyhouse @Cokedupoptions i'll bet your entire net worth x [--]. the anaconda is the worst kept secret of silicon valley"  
[X Link](https://x.com/CfaRoark/status/1932484948809974011)  2025-06-10T17:08Z [---] followers, [--] engagements


"Did someone forget to turn on the $DMYY machines today"  
[X Link](https://x.com/CfaRoark/status/1932812076520739306)  2025-06-11T14:48Z [---] followers, [---] engagements


"@ShortReportMeta don't forget $HOND"  
[X Link](https://x.com/CfaRoark/status/1932819602087580081)  2025-06-11T15:17Z [---] followers, [--] engagements


"@grok Is biotech AI the next big thing"  
[X Link](https://x.com/CfaRoark/status/1932836864635122121)  2025-06-11T16:26Z [---] followers, [---] engagements


"$DNA @CfaRoark Biotech AI shows strong potential to be a major trend especially in drug discovery and synthetic biology. It can cut drug design time from years to months with $35 billion invested from 2019-2021. Companies like Ginkgo Bioworks use AI for cell engineering backed by @CfaRoark Biotech AI shows strong potential to be a major trend especially in drug discovery and synthetic biology. It can cut drug design time from years to months with $35 billion invested from 2019-2021. Companies like Ginkgo Bioworks use AI for cell engineering backed by"  
[X Link](https://x.com/CfaRoark/status/1932842647670174211)  2025-06-11T16:49Z [---] followers, [---] engagements


"Q2 is almost over $DMYY"  
[X Link](https://x.com/CfaRoark/status/1934601155025531345)  2025-06-16T13:17Z [---] followers, [---] engagements


"@DannyOcean555 Hard pass on any press release exclamation point company"  
[X Link](https://x.com/CfaRoark/status/1934759214909378990)  2025-06-16T23:45Z [---] followers, [--] engagements


"$FLD I think you are supposed to issue new shares when your stock is expensive not when it is trading at cash/bitcoin on the balance sheet. Why no convert @wlrvs https://www.globenewswire.com/news-release/2025/06/17/3100641/0/en/Fold-Secures-250-Million-Equity-Purchase-Facility-Intended-to-Expand-Bitcoin-Treasury-Holdings.html https://www.globenewswire.com/news-release/2025/06/17/3100641/0/en/Fold-Secures-250-Million-Equity-Purchase-Facility-Intended-to-Expand-Bitcoin-Treasury-Holdings.html"  
[X Link](https://x.com/CfaRoark/status/1934966596847681870)  2025-06-17T13:29Z [---] followers, [---] engagements


"@DilksJay @Ginkgo Seeing many SPACs from that vintage finally starting to deliver. $DNA has lots of cash and newly discovered cost discipline. Could be a big mover of the next year"  
[X Link](https://x.com/CfaRoark/status/1939610909048987949)  2025-06-30T09:04Z [---] followers, [---] engagements


"@jfitzsimons @YiminyS @horizon_quantum Why do I have a bad feeling about this $DMYY"  
[X Link](https://x.com/CfaRoark/status/1940412250634018979)  2025-07-02T14:08Z [---] followers, [---] engagements


"I am guessing the delay is related to an effort to line up the PIPE in advance of DA. Harry You probably promised a simultaneous PIPE given $DMYY only has $26 million of cash remaining in trust. Not sure why this would be challenging but now Horizon is losing momentum and credibility (in particular missing the Q2 target). The sector is red hot right now but this could change abruptly. Consider dumping $DMYY and partnering with a SPAC that can bring cash. There are many to choose from"  
[X Link](https://x.com/CfaRoark/status/1944784770962989159)  2025-07-14T15:43Z [---] followers, [---] engagements


"$AUR $AACT $CCIX Waymo/Tesla get all the attention but OTR is the autonomous end market with the near term business case. Far simpler navigation with clear economic and safety benefits. The market is sleeping on the group. They are all buys though $AACT/Kodiak (trading at NAV with options) remains my favorite"  
[X Link](https://x.com/CfaRoark/status/1944812731879879009)  2025-07-14T17:34Z [---] followers, [---] engagements


"$HOND $GSRT Lets talk nuclear energy: the energy-dense always ON energy source that we've smothered for decades with regulatory red tape. Under the Trump administration you're going to truly see the launch of the nuclear renaissance. The coming years will be HUGE. Lets talk nuclear energy: the energy-dense always ON energy source that we've smothered for decades with regulatory red tape. Under the Trump administration you're going to truly see the launch of the nuclear renaissance. The coming years will be HUGE"  
[X Link](https://x.com/CfaRoark/status/1944831710853500953)  2025-07-14T18:49Z [---] followers, [---] engagements


"$CRGO reported Q2 metrics. Company is set up for another beat on accelerating transaction booking volume and carrier growth. 2x sales is too cheap for 25-30% growth with 70-75% gross margin. Network effects on display. No one paying attention https://www.sec.gov/Archives/edgar/data/1927719/000110465925067943/tm2520983d1_ex99-1.htm @peonyKingOF $CRGO $125 million mkt cap w/ $37 million cash & no debt. Accelerating 25% top line growth in '25 to $30 million w/ 70-75% gross margin. EBITDA positive by end of '26. Benefits from network effects as sign new cargo carriers (+49% in Q4) and buyers"  
[X Link](https://x.com/CfaRoark/status/1945110069034569820)  2025-07-15T13:15Z [---] followers, [---] engagements


"@SpecialSitsNews Hope he does Pritzker next https://www.npr.org/2018/10/03/654201077/illinois-gov-candidate-removed-mansions-toilets-to-dodge-taxes-report-finds https://www.npr.org/2018/10/03/654201077/illinois-gov-candidate-removed-mansions-toilets-to-dodge-taxes-report-finds"  
[X Link](https://x.com/CfaRoark/status/1945118292907118998)  2025-07-15T13:48Z [---] followers, [--] engagements


"$GSRT Its not usually this easy. Market cap (pro forma for deal close) = a little over $1bn vs. $SMR $8bn and $OKLO $11bn. If you believe in the sector you have to own all [--]. $GSRT just filed their 2nd amended S-4 so deal is happening and likely to close in August. Downside to NAV is $0.60 upside = multi-bagger"  
[X Link](https://x.com/CfaRoark/status/1945152902986682852)  2025-07-15T16:06Z [---] followers, [----] engagements


"@kingtutcap @pennycheck $DMYY"  
[X Link](https://x.com/CfaRoark/status/1945536158265385120)  2025-07-16T17:29Z [---] followers, [---] engagements


"@pennycheck @horizon_quantum @rigetti @jfitzsimons @EricTheUmpire Live update from $DMYY headquarters"  
[X Link](https://x.com/CfaRoark/status/1945893796971004260)  2025-07-17T17:10Z [---] followers, [---] engagements


"$PEW aka "The Amazon of Guns" is trading under $8. "PEW" is starting to have a new meaning🦨 @GrabAGun is the Amazon of Guns and is modernizing the way you shop for firearms $CLBR $PEW https://t.co/0ndiRcUjU1 @GrabAGun is the Amazon of Guns and is modernizing the way you shop for firearms $CLBR $PEW https://t.co/0ndiRcUjU1"  
[X Link](https://x.com/CfaRoark/status/1948052204633350447)  2025-07-23T16:06Z [---] followers, [---] engagements


"@call_lee_free What do you mean they are generating $100 million a year They were generating under $5 million a year and when you add in public company costs they will probably be burning cash for the foreseeable future $PEW $P.U"  
[X Link](https://x.com/CfaRoark/status/1948096373770817729)  2025-07-23T19:02Z [---] followers, [----] engagements


"Now we have comps $OKLO and $SMR exploding higher. AND S-4 amendments showing deal on track. AND options starting tomorrow. Cant imagine a better setup. $GSRT options tomorrow https://t.co/NWZpzVPhpG $GSRT options tomorrow https://t.co/NWZpzVPhpG"  
[X Link](https://x.com/CfaRoark/status/1948429359028596931)  2025-07-24T17:05Z [---] followers, [---] engagements


"At today's prices: $SMR $75 stock = $15bn market cap $OKLO $50 stock = $10bn market cap $GSRT $11 stock = $0.9bn market cap This reminds me of quantum a few years ago when $IONQ had a following but everybody said $RGTI was far behind and $QBTS was a joke. Guess what they were all multi-baggers"  
[X Link](https://x.com/CfaRoark/status/1948455782447808990)  2025-07-24T18:50Z [---] followers, [----] engagements


"@SPACLiquidity Agree but I think it is as simple as $GSRT being a couple of months farther along in the process ($GSRT prelim proxy filed May vs $HOND in July). Expecting $HOND to attract a lot more attention going fwd"  
[X Link](https://x.com/CfaRoark/status/1948466920736662012)  2025-07-24T19:34Z [---] followers, [---] engagements


"@SkepticalBaba @SPACLiquidity OK just wanted to make sure we were on the same page 🤣"  
[X Link](https://x.com/CfaRoark/status/1948469870099640472)  2025-07-24T19:46Z [---] followers, [--] engagements


"@SkepticalBaba @SPACLiquidity OKLO had no PIPE. I'd be curious to know how the other factors compare with OKLO/SMR prior to them coming public if you know. (I don't think anyone is arguing that GSRT should be valued the same as OKLO/SMR the question is whether a 95% discount is appropriate)"  
[X Link](https://x.com/CfaRoark/status/1948473237270110449)  2025-07-24T19:59Z [---] followers, [--] engagements


"@spac_insider @ToTheMadMax @mcspacface DKNG ASTS RKLB HIMS VRT SYM OKLO SMR CMPO MIR GRND SOC DJT (maybe) IONQ/RGTI/QBTS (maybe)"  
[X Link](https://x.com/CfaRoark/status/1948474716400091612)  2025-07-24T20:05Z [---] followers, [---] engagements


"@spac_insider @ToTheMadMax @mcspacface RSI GENI SGHC MP USAR RDW LUNR AVPT CLBT NN DAVE MLTX NAMS JOBY (maybe) QS/ENVX (maybe) Bottom line. there are a lot of success stories Though you would never know it by listening to CNBC or Bloomberg"  
[X Link](https://x.com/CfaRoark/status/1948478957764096201)  2025-07-24T20:22Z [---] followers, [---] engagements


"@litcapital When free cash flow is key to your investment thesis but the associate added CAPEX instead of subtracting and no one noticed until after coverage launch"  
[X Link](https://x.com/CfaRoark/status/1948494590090117519)  2025-07-24T21:24Z [---] followers, [---] engagements


"@JM_research1 @EricTheUmpire Could be the reverse of $CLBR/$PEW. A name to own post-close but not now"  
[X Link](https://x.com/CfaRoark/status/1948822802523476041)  2025-07-25T19:08Z [---] followers, [---] engagements


"@SPAC_zilla When my $GSRT conviction starts to waiver I remember that the new ticker symbol will be $NKLR and I relax"  
[X Link](https://x.com/CfaRoark/status/1950591131395272761)  2025-07-30T16:15Z [---] followers, [--] engagements


"@OddDiligence @palella This buffoon must be called out🤷♂"  
[X Link](https://x.com/CfaRoark/status/1950934136199225769)  2025-07-31T14:58Z [---] followers, [--] engagements


"@SkepticalBaba Exactly what they said about $SMR $OKLO $IONQ $RGTI $QBTS etc"  
[X Link](https://x.com/CfaRoark/status/1950940969928474918)  2025-07-31T15:25Z [---] followers, [---] engagements


"@JM_research1 I'd throw $HOND in there also. (NAV protection although no options yet)"  
[X Link](https://x.com/CfaRoark/status/1952736095323533646)  2025-08-05T14:18Z [---] followers, [---] engagements


"@OddDiligence @pennycheck There will never be a real business so how do you think this ends My prediction: Twitter will buy DJT in (unacknowedged) exchange for an EV tax credit or similar favor. It will be the most shady conflicted transaction in history and they will get away with it"  
[X Link](https://x.com/CfaRoark/status/1953092258552500452)  2025-08-06T13:54Z [---] followers, [---] engagements


"@pennycheck @OddDiligence If it were a garden variety meme stock yes. But it isnt. POTUS and family are well aware of the expiration date and will find a shady way to monetize. (How is that for an investment thesis)"  
[X Link](https://x.com/CfaRoark/status/1953096235310624820)  2025-08-06T14:10Z [---] followers, [--] engagements


"Organic growth accelerating good cash generation buying back stock and [----] P/E 4.5x even after today's 20% move. And had takeover interest earlier in the year 🤔 👀 $PSFE https://www.barrons.com/articles/paysafe-stock-price-acquisition-967df3be https://www.barrons.com/articles/paysafe-stock-price-acquisition-967df3be"  
[X Link](https://x.com/CfaRoark/status/1955305229395632464)  2025-08-12T16:27Z [---] followers, [---] engagements


"$FLD withdrew '25 sales guidance of $62 million. Now saying "legacy" sales will be $34-42 million plus some unquantified contribution from the gift and credit cards. Obviously the launches are behind schedule and/or lagging expectations As one of maybe [--] investors paying attention to $FLD right now I want to say that I do not believe they will come anywhere close to their $62 million [--] sales guidance. But if they do it is easily a 5-bagger in [--] months As one of maybe [--] investors paying attention to $FLD right now I want to say that I do not believe they will come anywhere close to their $62"  
[X Link](https://x.com/CfaRoark/status/1955441023422959754)  2025-08-13T01:27Z [---] followers, [---] engagements


"@StockMKTNewz $PLTR by a mile. Great company stupid valuation. Which is probably why Karp is dumping stock"  
[X Link](https://x.com/CfaRoark/status/1957588695420137788)  2025-08-18T23:41Z [---] followers, [----] engagements


"Can't believe I'm saying this but $PEW may be a buy here. At $5 this profitable company is trading near cash has a $20 million buyback and you can't rule out Don Jr finding new and inventive ways to pump it #zigwhenothersarezagging"  
[X Link](https://x.com/CfaRoark/status/1958169859348365728)  2025-08-20T14:10Z [---] followers, [----] engagements


"@stockholder30 Fair point but $PEW is a real profitable business and there is a price where you'd buy it. Not sure $PSQH is a buy at any price. (Said differently $PEW is only 50% grift vs $PSQH is 99% grift)"  
[X Link](https://x.com/CfaRoark/status/1958180271720735095)  2025-08-20T14:52Z [---] followers, [---] engagements


"@C_3C_3 Zero chance she had ever been inside a Cracker Barrel before becoming CEO of Cracker Barrel"  
[X Link](https://x.com/CfaRoark/status/1958691125008408824)  2025-08-22T00:42Z [---] followers, [--] engagements


"@listingtrack @AIMarketTrack Not holding my breath on $DMYY"  
[X Link](https://x.com/CfaRoark/status/1958940274723332149)  2025-08-22T17:12Z [---] followers, [---] engagements


"$HOND has an existing $50 million PIPE. What does the stock do if the PIPE is upsized What if the investors are strategics"  
[X Link](https://x.com/CfaRoark/status/1960026738232091002)  2025-08-25T17:09Z [---] followers, [---] engagements


"$RZLV Appears the meetings are going well https://investor.rezolve.com/news-releases/news-release-details/rezolve-ai-ceo-engages-wall-street-packed-september-investor I am buying $RZLV. $3 stock $650 million market cap. Overlooked AI play is up to $70 million ARR and expects to be $100 million ARR by year end. 6-7x ARR is arguably cheap even without memepotential. Last week Citadel quietly made a $50 million private investment in common https://investor.rezolve.com/news-releases/news-release-details/rezolve-ai-ceo-engages-wall-street-packed-september-investor I am buying $RZLV. $3 stock $650"  
[X Link](https://x.com/CfaRoark/status/1965416498320867535)  2025-09-09T14:06Z [---] followers, [---] engagements


"Buying $CCCX aggressively at $10.40. Publicly traded quantum peers $IONQ $RGTI $QBTS all breaking to new all time highs. $HON quantum unit raising at a $10 billion valuation. $DMYY running. $CCCX is a Michael Klein deal with actual revenue ($29 million trailing [--] months). $10.13 trust so downside is [--] cents. Upside $10+"  
[X Link](https://x.com/CfaRoark/status/1966537224868024502)  2025-09-12T16:19Z [---] followers, [----] engagements


"@nikolatrevor Anyone with eyes and a brain knows youre a criminal. You made a ton of money off of retail investors. Enjoy it I guess"  
[X Link](https://x.com/CfaRoark/status/1968295815203713310)  2025-09-17T12:47Z [---] followers, [----] engagements


"@WallstreetbetsT @SPAC_zilla I think the difference is that $OKLO had no precedent (outside of $SMR which was a $7-8 stock then). Today a $HOND holder can look at $OKLO over [---] or $SMR over [--] and the only decision is how much of a discount it should get"  
[X Link](https://x.com/CfaRoark/status/1968757528117887192)  2025-09-18T19:22Z [---] followers, [---] engagements


"@SPAC_zilla Fun fact. at $100 $HOND would still trade at a lower market cap than $OKLO and $SMR"  
[X Link](https://x.com/CfaRoark/status/1969162749256118404)  2025-09-19T22:12Z [---] followers, [----] engagements


"@SPACuity Increasingly looks like $PEW was a speed bump not the end of the trade. Thankfully"  
[X Link](https://x.com/CfaRoark/status/1969425100240822747)  2025-09-20T15:35Z [---] followers, [---] engagements


"@LongerThanMost Based on the team and how far along it is in the process $HOND is almost certain to close. Probably late October maybe November"  
[X Link](https://x.com/CfaRoark/status/1969777151244165576)  2025-09-21T14:54Z [---] followers, [---] engagements


"Friendly reminder that $CCCX ($29 million sales) would be a $40 stock if valued same as $RGTI ($8 million sales). Good interview here: https://www.sec.gov/Archives/edgar/data/2007825/000119312525215465/d936200d425.htm https://www.sec.gov/Archives/edgar/data/2007825/000119312525215465/d936200d425.htm"  
[X Link](https://x.com/CfaRoark/status/1971243257943171263)  2025-09-25T15:59Z [---] followers, [---] engagements


"@OddDiligence Ark was 40% of $KDK volume today WTF"  
[X Link](https://x.com/CfaRoark/status/1971740183176646884)  2025-09-27T00:54Z [---] followers, [--] engagements


"@KochenThomas Because $OKLO has Sam Altmans name on it and has been discovered vs $HOND is still unknown to most"  
[X Link](https://x.com/CfaRoark/status/1973363618675904721)  2025-10-01T12:25Z [---] followers, [---] engagements


"@JulianKlymochko Yes. Other recent deal announcements with no PIPEs in same high-redemption environment include $FRH $ASAX $MDH $VELO $LGV. They face the same risk you highlighted for $SLCR"  
[X Link](https://x.com/CfaRoark/status/1427297197394169860)  2021-08-16T15:52Z [---] followers, [--] engagements


"@pennycheck $NRDY"  
[X Link](https://x.com/CfaRoark/status/1653983687103447047)  2023-05-04T04:43Z [---] followers, [---] engagements


"$CMPO '24 & '25 numbers are coming down 1-3%. Not important. What is important is that $CMPO is transitioning to Cote's personal investment vehicle. His M&A team has joined the co. Stock will recover and move higher as Cote premium is recognized. Also free call on crypto/Arculus"  
[X Link](https://x.com/CfaRoark/status/1854918962368164230)  2024-11-08T16:08Z [---] followers, [----] engagements


"Buying $PSFE ($18.50). Co is considering a sale and comparable transactions were done at 10-12x forward EBITDA which would be $41-56 (120-200% upside). Feb [--] guidance reset and non-core divestiture clears the decks for sale. If no deal its still good value at a PE of 7x for 7-8% top line growth and 27-28% EBITDA margins"  
[X Link](https://x.com/CfaRoark/status/1889825827325616153)  2025-02-12T23:56Z [---] followers, [---] engagements


"@spacanpanman T Rowe = real investor Ark = 🤡"  
[X Link](https://x.com/CfaRoark/status/1890426710606200944)  2025-02-14T15:43Z [---] followers, [---] engagements


"You know $DJT earnings are good because they were released after the close on a Friday before a [--] day weekend"  
[X Link](https://x.com/CfaRoark/status/1890508989953142786)  2025-02-14T21:10Z [---] followers, [----] engagements


"@funwithnumberz @QTRResearch Maybe if shed owned $NVDA instead of $DE"  
[X Link](https://x.com/CfaRoark/status/1893149336495890707)  2025-02-22T04:02Z [---] followers, [--] engagements


"Goldman on $AUR $AACT (Kodiak) and $CCIX (Plus). Love the market dynamics here"  
[X Link](https://x.com/CfaRoark/status/1932104772582363455)  2025-06-09T15:57Z [---] followers, [----] engagements


"$DNA (Ginkgo not the dumb cryptocurrency) has almost doubled off the bottom and still trades below cash"  
[X Link](https://x.com/CfaRoark/status/1932811641457918272)  2025-06-11T14:46Z [---] followers, [---] engagements


"Congratulations to holders of the ARK Space Exploration & Innovation ETF $ARKX on the big move in $ASTS. Not Why does $ARKX own John Deere but not $ASTS @CathieDWood"  
[X Link](https://x.com/CfaRoark/status/1933577078991134907)  2025-06-13T17:27Z [---] followers, [---] engagements


"How the hell does $FLD have options and $GSRT doesn't Does the world really need $FLD options"  
[X Link](https://x.com/CfaRoark/status/1945885731966128222)  2025-07-17T16:38Z [---] followers, [----] engagements


"@SPAC_zilla By my calculation $GSRTR at $6.75 implies a 56% probability of deal close. My sense is that in reality this has a 90-95% probability of close"  
[X Link](https://x.com/CfaRoark/status/1945906625455226964)  2025-07-17T18:01Z [---] followers, [---] engagements


"$ARKX buying more $DE. Still holding no $ASTS. LOLOLOLOLOLOLOLOL"  
[X Link](https://x.com/CfaRoark/status/1947449805510480122)  2025-07-22T00:13Z [---] followers, [---] engagements


"BREAKING. $PEW to change ticker to $PU"  
[X Link](https://x.com/CfaRoark/status/1948052944483471402)  2025-07-23T16:09Z [---] followers, [----] engagements


"BREAKING. $PEW to change ticker to $POO 💩"  
[X Link](https://x.com/CfaRoark/status/1948469133290430801)  2025-07-24T19:43Z [---] followers, [---] engagements


"@SpacsStocks @EricTheUmpire Yeah but $AUR is [----] vintage. $6 stock = $11.0 billion market cap $AACT is [----] vintage. $6 stock = $1.7 billion market cap Don't know if $AUR is really worth $11 billion but that is an enormous discount. Too big"  
[X Link](https://x.com/CfaRoark/status/1949506038790541474)  2025-07-27T16:23Z [---] followers, [---] engagements


"$GSRT and $HOND watching $OKLO and $SMR hit new all time highs"  
[X Link](https://x.com/CfaRoark/status/1950924022121648172)  2025-07-31T14:18Z [---] followers, [----] engagements


"@SPACuity Funny I was just reminiscing about MSP's $30bn valuation. $LCAP $MSPR $LIFW @JohnHRuiz"  
[X Link](https://x.com/CfaRoark/status/1953104462261666265)  2025-08-06T14:42Z [---] followers, [---] engagements


"@UnoMasReactor Woof. Disappointing. I expect more from Warren Beatty Kanders (yes that is his real name). I still think it works but we may have to wait a while $CDRE"  
[X Link](https://x.com/CfaRoark/status/1953107420273598605)  2025-08-06T14:54Z [---] followers, [---] engagements


"$PEW the Amazon of Guns Did not age well $PU $POO @GrabAGun is the Amazon of Guns and is modernizing the way you shop for firearms $CLBR $PEW https://t.co/0ndiRcUjU1 @GrabAGun is the Amazon of Guns and is modernizing the way you shop for firearms $CLBR $PEW https://t.co/0ndiRcUjU1"  
[X Link](https://x.com/CfaRoark/status/1956333922058412134)  2025-08-15T12:35Z [---] followers, [---] engagements


"$CRGO reported good Q2 as expected. Rev growth accelerated to 31% 73.5% gross margin reiterated EBITDA positive by end of '26 generated cash in H1. Unknown microcap can re-rate sharply when discovered (admittedly might take a while). Will continue to hold patiently $CRGO reported Q2 metrics. Company is set up for another beat on accelerating transaction booking volume and carrier growth. 2x sales is too cheap for 25-30% growth with 70-75% gross margin. Network effects on display. No one paying attention https://t.co/sPlbv1mtQR $CRGO reported Q2 metrics. Company is set up for another beat on"  
[X Link](https://x.com/CfaRoark/status/1957480133646077980)  2025-08-18T16:30Z [---] followers, [---] engagements


"@SixSigmaCapital $AEXA"  
[X Link](https://x.com/CfaRoark/status/1957615390831378516)  2025-08-19T01:27Z [---] followers, [---] engagements


"@JM_research1 Whoah Someone else on here is long $MAPS Brother Dirt cheap with a catalyst. Yes please"  
[X Link](https://x.com/CfaRoark/status/1958616645108105584)  2025-08-21T19:46Z [---] followers, [---] engagements


"$CCCX is trading awfully well given how few people are paying attention (as measured by Fintwit chatter at least). Wait til the masses find it Buying $CCCX aggressively at $10.40. Publicly traded quantum peers $IONQ $RGTI $QBTS all breaking to new all time highs. $HON quantum unit raising at a $10 billion valuation. $DMYY running. $CCCX is a Michael Klein deal with actual revenue ($29 million trailing [--] months). Buying $CCCX aggressively at $10.40. Publicly traded quantum peers $IONQ $RGTI $QBTS all breaking to new all time highs. $HON quantum unit raising at a $10 billion valuation. $DMYY"  
[X Link](https://x.com/CfaRoark/status/1968363070247583791)  2025-09-17T17:15Z [---] followers, [----] engagements


"@OddDiligence $SVII 3-year anniversary 10/13/25. De-listing risk"  
[X Link](https://x.com/CfaRoark/status/1968720868009209872)  2025-09-18T16:56Z [---] followers, [---] engagements


"Watching Niccolo de Masi pump $IONQ on CNBC just now makes me wonder why he sold [---] million shares a few months ago. What do you think @MartinShkreli https://www.secform4.com/filings/1824920/0000950170-25-086487.htm https://www.secform4.com/filings/1824920/0000950170-25-086487.htm"  
[X Link](https://x.com/CfaRoark/status/1970259962296184955)  2025-09-22T22:52Z [---] followers, [---] engagements


"$HOND should move sharply higher this week. Shareholder vote Monday will confirm entire $230 million trust is retained. Deal will close and entity will become "Terrestrial Energy" with ticker $IMSR (Integral Molten Salt Reactor). Any institution making a fundamental bet on the sector will be adding $IMSR to their $OKLO and $SMR positions (some already hold $HOND some are required to wait for deal close to buy $IMSR). I expect the stock to move quickly to $60+ range. Why Technology and timeline compares favorably to $OKLO and $SMR (see the great work by @UnoMasReactor on this subject)."  
[X Link](https://x.com/CfaRoark/status/1979984605420650741)  2025-10-19T18:54Z [---] followers, 13.4K engagements


"My point relates to what the $NKLR diluted share count is not float dynamics and if you believe the stock is going north of $18 (as I do) then all [--] million shares should be in your market cap calculation. That said I don't see anything about [---] days in the prospectus. My read is that as soon as the stock is above $18 for [--] trading days out of [--] all [--] million shares are awarded. Please correct me if I'm wrong about that"  
[X Link](https://x.com/CfaRoark/status/1980127131695792327)  2025-10-20T04:21Z [---] followers, [----] engagements


"Off-the-radar $CRGO remains a favorite small cap idea. Q3 metrics announced today: transactions up 27% # of carriers up 40% gross booking value up 54%. This implies Q3 sales growth will be 30% (report 11/17). Network effects recurring rev 75% gross margins EBITDA breakeven by end of '26. Trades 4x sales. I continue to wait patiently for this company to get noticed https://twitter.com/i/web/status/1980330700751700294 https://twitter.com/i/web/status/1980330700751700294"  
[X Link](https://x.com/CfaRoark/status/1980330700751700294)  2025-10-20T17:50Z [---] followers, [----] engagements


"15% sell-off for no reason is a gift. Everything below still applies. I bought more. Thank you $HOND sellers. $IMSR soon $HOND should move sharply higher this week. Shareholder vote Monday will confirm entire $230 million trust is retained. Deal will close and entity will become "Terrestrial Energy" with ticker $IMSR (Integral Molten Salt Reactor). Any institution making a fundamental bet on the $HOND should move sharply higher this week. Shareholder vote Monday will confirm entire $230 million trust is retained. Deal will close and entity will become "Terrestrial Energy" with ticker $IMSR"  
[X Link](https://x.com/CfaRoark/status/1980363158079562076)  2025-10-20T19:59Z [---] followers, [----] engagements


"@kingtutcap @TheCompoundNews Seems like a no-brainer. I stashed a little $AUR and $KDK"  
[X Link](https://x.com/CfaRoark/status/1980423023044984976)  2025-10-20T23:56Z [---] followers, [---] engagements


"Tune in next Tuesday 10/28 at 10:40am. $CCCX CEO on "AI for Science and Quantum" panel at Nvidia conference. https://www.nvidia.com/gtc/dc/keynote/ https://www.nvidia.com/gtc/dc/keynote/"  
[X Link](https://x.com/CfaRoark/status/1980854448764411916)  2025-10-22T04:31Z [---] followers, [----] engagements


"Maximum long $CCCX into $NVDA AI/quantum conference next week. Nvidia investment Press release $17 million NASA contract Could get spicy"  
[X Link](https://x.com/CfaRoark/status/1981726900159488201)  2025-10-24T14:18Z [---] followers, [----] engagements


"Cannot wait for tomorrow. $CCCX $NVDA what you got for us Maximum long $CCCX into $NVDA AI/quantum conference next week. Nvidia investment Press release $17 million NASA contract Could get spicy Maximum long $CCCX into $NVDA AI/quantum conference next week. Nvidia investment Press release $17 million NASA contract Could get spicy"  
[X Link](https://x.com/CfaRoark/status/1982875972694429790)  2025-10-27T18:24Z [---] followers, [----] engagements


"$CCCX conclusion Satisfactory. Shout-out from Jensen NVIDIA NVQLink press release and (unrelated) Royal Navy press release. Still a $17 million NASA contract to PR. Plenty of good news still to come that will keep eyes on this gem Cannot wait for tomorrow. $CCCX $NVDA what you got for us https://t.co/MfOSlZzIdR Cannot wait for tomorrow. $CCCX $NVDA what you got for us https://t.co/MfOSlZzIdR"  
[X Link](https://x.com/CfaRoark/status/1983316132074496420)  2025-10-28T23:33Z [---] followers, [----] engagements


"@fold_app @SteaknShake Can I pay with a $FLD Bitcoin Visa card"  
[X Link](https://x.com/CfaRoark/status/1984285041195876470)  2025-10-31T15:43Z [---] followers, [---] engagements


"@fold_app @SteaknShake Great When will the $FLD Bitcoin Visa card be available"  
[X Link](https://x.com/CfaRoark/status/1984287393286127741)  2025-10-31T15:52Z [---] followers, [---] engagements


"@litcapital One hit wonder"  
[X Link](https://x.com/CfaRoark/status/1984311741417746814)  2025-10-31T17:29Z [---] followers, [---] engagements


"@pennycheck $CHAC and $CCCX are trading at the same pro forma enterprise values"  
[X Link](https://x.com/CfaRoark/status/1985422268617445399)  2025-11-03T19:02Z [---] followers, [---] engagements


"@stepnotonpets @CitronResearch I'd be more interested in $CHAC at a discount to $CCCX. I think the Xanadu guys got a little greedy with valuation and didn't leave enough upside for the SPAC buyers"  
[X Link](https://x.com/CfaRoark/status/1986150125333528605)  2025-11-05T19:14Z [---] followers, [---] engagements


"@FloridaManFin $45/share takeout price = pre- reverse split $3/share 🤣"  
[X Link](https://x.com/CfaRoark/status/1986216197247951283)  2025-11-05T23:36Z [---] followers, [--] engagements


"@TheBenSchmark Don't hold your breath. This guy has been upside down on $CMPO the entire time"  
[X Link](https://x.com/CfaRoark/status/1986854819454460029)  2025-11-07T17:54Z [---] followers, [---] engagements


"Is the $RHLD float as thin as I think it is"  
[X Link](https://x.com/CfaRoark/status/1988324181143154706)  2025-11-11T19:13Z [---] followers, [---] engagements


"@CarlosCMTF @EconTalker @EliLake I'd like to report a murder"  
[X Link](https://x.com/CfaRoark/status/1988433590451830856)  2025-11-12T02:28Z [---] followers, [--] engagements


"@stepnotonpets You forgot $BACQ"  
[X Link](https://x.com/CfaRoark/status/1989496549794361390)  2025-11-15T00:51Z [---] followers, [---] engagements

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