# ![@CorneliaLake Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1374044826652528641.png) @CorneliaLake Lake Cornelia Research Management

Lake Cornelia Research Management posts on X about $te, $soc, $toi, $owl the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::1374044826652528641/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1374044826652528641/c:line/m:interactions.svg)

- [--] Week [-------] +68%
- [--] Month [-------] -20%
- [--] Months [---------] +267,854,800%
- [--] Year [---------] -77%

### Mentions: [--] [#](/creator/twitter::1374044826652528641/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1374044826652528641/c:line/m:posts_active.svg)

- [--] Week [--] -45%
- [--] Month [---] -3.70%
- [--] Months [---] +31,700%
- [--] Year [---] -75%

### Followers: [------] [#](/creator/twitter::1374044826652528641/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1374044826652528641/c:line/m:followers.svg)

- [--] Week [------] +0.03%
- [--] Month [------] +1.30%
- [--] Year [------] +2.50%

### CreatorRank: [-------] [#](/creator/twitter::1374044826652528641/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1374044826652528641/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  45% [finance](/list/finance)  30% [cryptocurrencies](/list/cryptocurrencies)  #7552 [technology brands](/list/technology-brands)  13% [financial services](/list/financial-services)  #2433 [celebrities](/list/celebrities)  3% [countries](/list/countries)  3% [exchanges](/list/exchanges)  1% [fashion brands](/list/fashion-brands)  1% [travel destinations](/list/travel-destinations)  1%

**Social topic influence**
[$te](/topic/$te) 9%, [$soc](/topic/$soc) 7%, [$toi](/topic/$toi) #8, [$owl](/topic/$owl) #24, [$comp](/topic/$comp) 6%, [ai](/topic/ai) 6%, [we are](/topic/we-are) 6%, [$orcl](/topic/$orcl) #260, [level](/topic/level) 5%, [$ares](/topic/$ares) #6

**Top accounts mentioned or mentioned by**
[@andrewrangeley](/creator/undefined) [@yetanothervalue](/creator/undefined) [@spacanpanman](/creator/undefined) [@minotaurstocks](/creator/undefined) [@lakecorneliap182571265](/creator/undefined) [@jackmirkinson](/creator/undefined) [@wolfpackreports](/creator/undefined) [@mpk62](/creator/undefined) [@peterbakernyt](/creator/undefined) [@billackman](/creator/undefined) [@lakecorneliap180064285](/creator/undefined) [@lakecorneliap186153534](/creator/undefined) [@caesarspalace](/creator/undefined) [@caesarssports](/creator/undefined) [@investornick](/creator/undefined) [@beatals44](/creator/undefined) [@realdonaldtrump](/creator/undefined) [@grandtokamak](/creator/undefined) [@hbossnia](/creator/undefined) [@sawbillcap](/creator/undefined)

**Top assets mentioned**
[Sable Offshore Corp. (SOC)](/topic/$soc) [Blue Owl Capital, Inc. (OWL)](/topic/$owl) [Compound (COMP)](/topic/$comp) [Oracle Corporation (ORCL)](/topic/$orcl) [Ares Management, Corp. (ARES)](/topic/$ares) [Microsoft Corp. (MSFT)](/topic/$msft) [Rocket Companies, Inc. (RKT)](/topic/$rkt) [Metadium (META)](/topic/$meta) [First Solar, Inc. (FSLR)](/topic/$fslr) [Tidewater, Inc. (TDW)](/topic/$tdw) [Apollo Global Management, Inc. (APO)](/topic/$apo) [Salesforce Inc (CRM)](/topic/$crm) [Zillow Group, Inc. (ZG)](/topic/$zg) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Blackstone, Inc. (BX)](/topic/$bx) [Orion Protocol (ORN)](/topic/$orn) [Transocean LTD. (RIG)](/topic/$rig) [Validity (VAL)](/topic/$val) [Noble Corporation (NE)](/topic/$ne) [OKZOO (AIOT)](/topic/$aiot) [1Life Healthcare, Inc (ONEM)](/topic/$onem) [Blue Owl Capital Corporation (OBDC)](/topic/$obdc) [Now Coin (NOW)](/topic/$now) [HUBSPOT, INC. (HUBS)](/topic/$hubs) [Privia Health Group, Inc.  (PRVA)](/topic/$prva) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [IonQ, Inc. (IONQ)](/topic/$ionq) [SkyWater Technology, Inc. (SKYT)](/topic/$skyt) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [KKR & Co, Inc. (KKR)](/topic/$kkr) [TPG Inc. (TPG)](/topic/$tpg) [GE Vernova Inc. (GEV)](/topic/$gev) [Bloom Energy Corporation (BE)](/topic/$be) [Vistra, Corp. (VST)](/topic/$vst) [NRG Energy Inc (NRG)](/topic/$nrg) [Constellation Energy Corp (CEG)](/topic/$ceg) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Seadrill Limited (SDRL)](/topic/$sdrl) [Borr Drilling Limited (BORR)](/topic/$borr) [TechnipFMC (FTI)](/topic/$fti) [Born in [--] (19)](/topic/$19) [Spirit Airlines, Inc. (SAVE)](/topic/spirit-airlines) [Oak Street Health, Inc. (OSH)](/topic/$osh) [Evolent Health, Inc Class A Common Stock (EVH)](/topic/$evh) [Cencora, Inc. (COR)](/topic/$cor) [McKesson Corporation (MCK)](/topic/$mck) [Moon Tropica (CAH)](/topic/$cah) [Williams Companies Inc (WMB)](/topic/$wmb) [PSYOP (PSYOP)](/topic/$psyop) [Cheniere Energy, Inc. (LNG)](/topic/$lng) [Cheniere Energy Partners, LP. (CQP)](/topic/$cqp) [CoreWeave, Inc (CRWV)](/topic/$crwv) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Mobilicom Limited (MOB)](/topic/mobilicom-limited) [MobileCoin (MOB)](/topic/$mob)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Our [--] page update on $TOI is live. We discuss the recent events in the oncology space including how its different from $EVH and why the big three drug distributors $MCK $COR $CAH are racing to roll-up oncology assets at 18x EBITDA. https://open.substack.com/pub/lakecornelia/p/the-oncology-institute-toi-a-growthr=1niz6q&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/lakecornelia/p/the-oncology-institute-toi-a-growthr=1niz6q&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/CorneliaLake/status/1998540038561497542)  2025-12-09T23:47Z 28.8K followers, 35.2K engagements


"$OWL is the $ETE of [----]. Like the failed $WMB merger $OBDC tried a merger too. People alive to see the MLP blow up in 2014-2015 watching a new generation of people buy fake yield on the way down. It took the MLPs 6-7 years to bottom and we still havent taken back the prior highs. BDCs will be a similar tale. Products sold as safe and yield based lose investor interest for 1-2 generations when they fail. https://twitter.com/i/web/status/2018844004046250039 https://twitter.com/i/web/status/2018844004046250039"  
[X Link](https://x.com/CorneliaLake/status/2018844004046250039)  2026-02-04T00:28Z 28.8K followers, [----] engagements


"$OWL $ARES $APO $QQQ We highlighted in our 30+ page piece on the credit cycle that the private credit guys are massively overweight legacy software / SaaS on an outright basis and vs. the HY index $HYG. The move in legacy SaaS names $ORCL $MSFT $CRM $NOW $HUBS continues to work against them. The best guys in private credit are at 40% LTV and cash pay.but as always happens when AUM growth meets lack of supply.the "fast followers" in private credit likely in part fooled themselves into thinking they can do enough with structure (ie lower LTV PIK option seniority) to save them. Note also that HC"  
[X Link](https://x.com/CorneliaLake/status/2016928201470263774)  2026-01-29T17:35Z 28.8K followers, 38.1K engagements


"POV: Asian wives realizing this halftime show is a psyop to get SF tech bros to move to Miami and date a Latina"  
[X Link](https://x.com/CorneliaLake/status/2020670761875239206)  2026-02-09T01:27Z 28.8K followers, 172.8K engagements


"$COMP $HOUS $ZG Our new [--] page note on the $COMP $HOUS merger is up: https://open.substack.com/pub/lakecornelia/p/compass-comp-hous-merger-a-surgingr=1niz6q&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/lakecornelia/p/compass-comp-hous-merger-a-surgingr=1niz6q&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/CorneliaLake/status/1992989454076985785)  2025-11-24T16:11Z 28.8K followers, [----] engagements


"$COMP $HOUS $ZG $RKT We spoke with IR last week after our first note. Here is what we learned. https://lakecornelia.substack.com/p/comp-hous-merger-a-call-with-managementr=1niz6q https://lakecornelia.substack.com/p/comp-hous-merger-a-call-with-managementr=1niz6q"  
[X Link](https://x.com/CorneliaLake/status/1996036955411468329)  2025-12-03T02:01Z 28.8K followers, [----] engagements


"From our note on $META $ORCL We brought up the analog of $LNG. $ORCL would benefit from a Sherpa investment - $BX put $2 billion into $CQP and gave investors more comfort to fund the build out. All the bank equity deals from 2008/2009 had the same Sherpa setup where someone went over the wall and did a PIPE concurrent with a public raise. Cost or capital is a precious thing and once a funding scheme loses its currency things get ugly. From our note: A practical analogue for investors to consider is the story of Cheniere Energy. Needing tens of billions to construct massive LNG terminals the"  
[X Link](https://x.com/CorneliaLake/status/1998899436215263558)  2025-12-10T23:35Z 28.8K followers, [----] engagements


"$MOB with a design win from UAE and new order. We wrote up a call with management in November Mobilicom Announces New Design Win and Initial Order from United Arab EmiratesBased Arms Manufacturer January [--] [----] 07:00 ET Source: Mobilicom Limited New customer engagement supports Mobilicoms expansion across the Middle East region with live prototype demonstration planned at UMEX Abu Dhabi in January [----] Palo Alto California Jan. [--] [----] (GLOBE NEWSWIRE) -- Mobilicom Limited (Nasdaq: MOB MOBBW) (Mobilicom or the Company) a provider of cybersecurity and robust solutions for drones and robotics"  
[X Link](https://x.com/CorneliaLake/status/2008173485147746368)  2026-01-05T13:47Z 28.8K followers, [----] engagements


"Anon posting CCC FUD with increasing frequency and Claire going off the deep end politically (and then blocking me for loving our country). Just need ESG Hound to get a job and Hunterbrook to cover the real CCC scandal (how many homes in Pacific Palisades have been permitted to be rebuilt a year after the fire). $SOC back over $10 despite Geck ruling Stay humble this thing a widow maker but stock seems to be saying something https://twitter.com/i/web/status/2010748083869491704 https://twitter.com/i/web/status/2010748083869491704"  
[X Link](https://x.com/CorneliaLake/status/2010748083869491704)  2026-01-12T16:17Z 28.8K followers, [----] engagements


"$ASTH $PRVA We highlighted $ASTH in our very lively subscriber chat a few weeks ago. Here are our more detailed thoughts. https://open.substack.com/pub/lakecornelia/p/astrana-health-the-son-becomes-ther=1niz6q&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/lakecornelia/p/astrana-health-the-son-becomes-ther=1niz6q&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/CorneliaLake/status/2012256647427637722)  2026-01-16T20:12Z 28.8K followers, [----] engagements


"Culpepper is short $TE Their arguments are: [--]. CEO is an awful human [--]. Its a SPAC [--]. They are not FEOC compliant [--]. The already disclosed problems with the RWE contract are in fact way worse Undercutting their short thesis is: [--]. The recent contract with TreatyOak who has offtakes with $META $GOOG and is owned by Macquarie. Basically Culpepper saying the legacy RWE contract issues recent heavily due diligenced contract with TreatyOak [--]. The company has raised significant capital [--]. The company has outlined in granular terms both in investor meetings and public announcements why they are FEOC"  
[X Link](https://x.com/CorneliaLake/status/2014052786615234899)  2026-01-21T19:09Z 28.8K followers, 45.7K engagements


"it was 7-8 year ago that I was talking with a friend at one of the top [--] PE funds and he softly mentioned that they put in a new policy where you had to show 3-4 years of historical income statement and cash flow statement when presenting a forward projection. Apparently there were a few instances of model assumptions being not realistic and the pro forma missed badlywhen a post mortem was done it was clear it never would have gotten through committee had they shown the historical with the pro forma. Quote more relevant than ever https://t.co/SJzYNFitUA Quote more relevant than ever"  
[X Link](https://x.com/CorneliaLake/status/2015267082523619779)  2026-01-25T03:34Z 28.8K followers, 19.3K engagements


"Take: There is a currently at least one short report on $IONQ being written that is centered around the stock collar tied to the $SKYT deal"  
[X Link](https://x.com/CorneliaLake/status/2015854008578060596)  2026-01-26T18:27Z 28.8K followers, 12.6K engagements


"$META $ORCL Our quick follow up on $META earnings and what it means for the AI arms race. The note has a link to our original note on $ORCL vs. $META and the billionaire battle. https://open.substack.com/pub/lakecornelia/p/meta-q4-staggering-growth-fcf-andr=1niz6q&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/lakecornelia/p/meta-q4-staggering-growth-fcf-andr=1niz6q&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/CorneliaLake/status/2016704393601536293)  2026-01-29T02:46Z 28.8K followers, [----] engagements


"$ORN New note on $ORN. Can this $18 billion project backlog get converted to revenue https://open.substack.com/pub/lakecornelia/p/orn-helping-the-military-scare-chinar=1niz6q&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/lakecornelia/p/orn-helping-the-military-scare-chinar=1niz6q&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/CorneliaLake/status/2017347431130599889)  2026-01-30T21:21Z 28.8K followers, [----] engagements


"In our note on $BW which we pitched at $5 we had an extensive discussion of the history of E&C names going back to 2002-2007 period when Gendell bought 20% of all of them. With this note on $ORN we walk through the history since IPO and note all the issues. Its basically a rule with any E&C company that if you dare mention it that at least 10+ people will respond in the knowing way that you have. Comes with the territory. https://open.substack.com/pub/lakecornelia/p/babcock-and-wilcox-bw-denham-ai-magicr=1niz6q&utm_medium=ios&shareImageVariant=overlay"  
[X Link](https://x.com/CorneliaLake/status/2017434345061900790)  2026-01-31T03:06Z 28.8K followers, [---] engagements


"Elon: We are building a fab with [---] GW a year of capacity Market: sell solar names Elon: We are going to build the fab because we plan on putting up thousands of satellites with solar panels for data centers in space Market: $TE $FSLR 🚀"  
[X Link](https://x.com/CorneliaLake/status/2017677447798349955)  2026-01-31T19:12Z 28.8K followers, [----] engagements


"R.I.P. Leveraged Sellout. We would have a story about an EVP at $MS being tasked with taking back the title of goyim in abundance from $JPM while $GS still wins books left despite doing a padel event with a [--] minute opening Q&A on wellness. Meanwhile Dahlman Rose will never be be usurped as the undisputed king of Wall Street yacht partiesIYKYK 🚨NEW: Epstein warns Peggy Siegal that they're going to a party with "goyim in abundance" on an email chain called "Yacht Slut." 💀 https://t.co/tmGhXrx8wY 🚨NEW: Epstein warns Peggy Siegal that they're going to a party with "goyim in abundance" on an"  
[X Link](https://x.com/CorneliaLake/status/2017741881485185235)  2026-01-31T23:28Z 28.8K followers, 12.4K engagements


"Take: $CRM and other SaaS names are making Larry Ellisons $ORCL bet on AI look existentially imperative"  
[X Link](https://x.com/CorneliaLake/status/2018805733744341070)  2026-02-03T21:56Z 28.8K followers, [----] engagements


"$EBAY $PYPL  We wrote about this in December. $EBAY looking solid here and has an AI tailwind. https://open.substack.com/pub/lakecornelia/p/ebay-an-inorganic-share-cannibalr=1niz6q&utm_medium=ios&shareImageVariant=overlay Ebay has a chance to do the funniest thing https://t.co/4DccffW6YM https://open.substack.com/pub/lakecornelia/p/ebay-an-inorganic-share-cannibalr=1niz6q&utm_medium=ios&shareImageVariant=overlay Ebay has a chance to do the funniest thing https://t.co/4DccffW6YM"  
[X Link](https://x.com/CorneliaLake/status/2018807308214772162)  2026-02-03T22:02Z 28.8K followers, [----] engagements


"$PYPL Management matters. Vision matters. Below captures all the missed opportunities. Sad story. Evolve or die. A few thoughts about PayPal nearly [--] years after I left. I woke up this morning to dozens of messages from former PayPal colleagues. It pushed me to finally speak up. I never spoke publicly about the company after I left. Part of that was loyalty to John Donahoe who gave me A few thoughts about PayPal nearly [--] years after I left. I woke up this morning to dozens of messages from former PayPal colleagues. It pushed me to finally speak up. I never spoke publicly about the company"  
[X Link](https://x.com/CorneliaLake/status/2018889235663642916)  2026-02-04T03:27Z 28.8K followers, [----] engagements


"The $IGV snap back rally from start to finish will be: 15% [----] -30% 30% 15% [----] -30% 30%"  
[X Link](https://x.com/CorneliaLake/status/2019182711747875059)  2026-02-04T22:54Z 28.8K followers, [----] engagements


"@jackmirkinson You should buy the Washington Post from him. Better yet start your own paper. Show the world how its done"  
[X Link](https://x.com/CorneliaLake/status/2019183593331859627)  2026-02-04T22:57Z 28.8K followers, [---] engagements


"BREAKING: MACKENZIE SCOTT GOING FOUNDER MODE IN RESPONSE TO WASHINGTON POST LAYOFFS. AFTER BEING FRUGAL SINCE THE DIVORCE SHE HAS VOWED TO SPEND WHATEVER IT TAKES TO SAVE DEMOCRACY PROGRESSIVE VALUES"  
[X Link](https://x.com/CorneliaLake/status/2019196706802594181)  2026-02-04T23:49Z 28.8K followers, [----] engagements


"Imagine if someone had hired all the employees leased all the real estate from Blockbuster Video ToysRUs or Le-Natures Water when they went under. Think of what they would have today 🤔 You could launch a full-up newspaper from the [---] people laid off by the Washington Post [--] hours ago. Instantly. Business. Sports. Metro. Ukraine. China. AI & tech. They'd start writing this afternoon A 300-person newsroom would cost about $80 million a year (running a You could launch a full-up newspaper from the [---] people laid off by the Washington Post [--] hours ago. Instantly. Business. Sports. Metro."  
[X Link](https://x.com/CorneliaLake/status/2019199174890385605)  2026-02-04T23:59Z 28.8K followers, [----] engagements


"@WolfpackReports 🤔 $IONQ $SKYT Take: There is a currently at least one short report on $IONQ being written that is centered around the stock collar tied to the $SKYT deal. Take: There is a currently at least one short report on $IONQ being written that is centered around the stock collar tied to the $SKYT deal"  
[X Link](https://x.com/CorneliaLake/status/2019199879654904170)  2026-02-05T00:02Z 28.8K followers, [----] engagements


"@mpk62 @peterbakernyt Dude went to Oberlin and wrote a fawning book on Obama. What do you expect. He worked at the WaPo but left for more money at the NYTimes. Classic hypocrite"  
[X Link](https://x.com/CorneliaLake/status/2019229938063405123)  2026-02-05T02:01Z 28.8K followers, [---] engagements


"$ORN Up nicely today on a great deal in marine construction. Our full substack note from [--] days ago  $ORN New note on $ORN. Can this $18 billion project backlog get converted to revenue https://t.co/0k5iDKFhYx https://t.co/xHLlPNiq6T $ORN New note on $ORN. Can this $18 billion project backlog get converted to revenue https://t.co/0k5iDKFhYx https://t.co/xHLlPNiq6T"  
[X Link](https://x.com/CorneliaLake/status/2019424159575732338)  2026-02-05T14:53Z 28.8K followers, [----] engagements


"We are going to continue to write regular notes as the SaaS war continues. https://open.substack.com/pub/lakecornelia/p/the-saas-wars-margin-calls-comethr=1niz6q&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/lakecornelia/p/the-saas-wars-margin-calls-comethr=1niz6q&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/CorneliaLake/status/2019618790112178529)  2026-02-06T03:46Z 28.8K followers, [----] engagements


"This is a great thread on private equity  $APO $BX $TPG $CG $HLNE $KKR Kravis is describing the death of the most profitable trade in private equity history. The rollup math used to be simple. Buy [--] plumbing companies at 4-5x EBITDA combine them into a platform exit at 12-15x. Pure multiple arbitrage. No operational improvement required. GF Data Kravis is describing the death of the most profitable trade in private equity history. The rollup math used to be simple. Buy [--] plumbing companies at 4-5x EBITDA combine them into a platform exit at 12-15x. Pure multiple arbitrage. No operational"  
[X Link](https://x.com/CorneliaLake/status/2004650698622075103)  2025-12-26T20:29Z 28.8K followers, 32.1K engagements


"$TOI $RDNT TOI got the CFO of $RDNT to join their BoD. Huge win and thesis affirming. Our long note on $TOI is 👇 - The Oncology Institute Announces Addition of Board Member Mark Stolper Jan [--] [----] CERRITOS Calif. Jan. [--] [----] (GLOBE NEWSWIRE) -- The Oncology Institute Inc. (TOI) (NASDAQ: TOI) one of the largest value-based oncology groups in the United States today announced that Mark Stolper has joined the Board of Directors effective January [--] [----]. Mr. Stolper brings significant public markets financial and operational leadership experience to The Oncology Institutes board. Mr. Stolper"  
[X Link](https://x.com/CorneliaLake/status/2008239545188307004)  2026-01-05T18:09Z 28.8K followers, [----] engagements


"Trump has spoken. Data Centers need captive inside the fence power generation. The shortest term solution (with $GEV $SIEGY sold out on gas turbines) and nukes taking 6-10 years are things like $BE $FSLR $TE. Our note on $TE is below. $VST $TLN $NRG $CEG and more are all fine too. Power cycle continues @AndrewRangeley and I discussed some of this on a recent @YetAnotherValue podcast: https://podcasts.apple.com/us/podcast/yet-another-value-podcast/id1526149547i=1000744299850 $TE $FSLR Our second note on $TE is . One of the things we like about the trade is the huge positive sector beta in"  
[X Link](https://x.com/CorneliaLake/status/2010864742647165315)  2026-01-13T00:01Z 28.8K followers, 185.1K engagements


"$HE With the breakout today we are sharing our [----] note on $HE. We said $15-20 back then. https://open.substack.com/pub/lakecornelia/p/our-hawaiian-electric-note-from-2024r=1niz6q&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/lakecornelia/p/our-hawaiian-electric-note-from-2024r=1niz6q&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/CorneliaLake/status/2014407095462838765)  2026-01-22T18:37Z 28.8K followers, [----] engagements


"@spacanpanman This is where the TOPcon vs thin film difference is going to matter"  
[X Link](https://x.com/CorneliaLake/status/2016926017743392857)  2026-01-29T17:26Z 28.8K followers, [----] engagements


"SOURCES: WINKLEVOSS TWINS SEND EMAIL TO CRYPTO OPPONENT FORMER SEC CHAIR GARY GENSLER. THE EMAIL HAD NO TEXT JUST MULTIPLE HEART EMOJIS AND A TABLE WITH THE PRICE CHANGE OF MULTIPLE 3X LEVERED PRECIOUS METAL ETFS. SEN WARREN AND MIKE NOVOGRATZ WERE CCD"  
[X Link](https://x.com/CorneliaLake/status/2017386506202079433)  2026-01-30T23:56Z 28.8K followers, [----] engagements


"$OWL $ARES $APO $BX $KKR $TPG $OTF $OBDC Link  to our memo on credit markets where we call our software exposure of private credit guys. Entire complex getting torched today. $OWL $ARES $APO $QQQ We highlighted in our 30+ page piece on the credit cycle that the private credit guys are massively overweight legacy software / SaaS on an outright basis and vs. the HY index $HYG. The move in legacy SaaS names $ORCL $MSFT $CRM $NOW $HUBS continues to https://t.co/iGPFJa8E89 $OWL $ARES $APO $QQQ We highlighted in our 30+ page piece on the credit cycle that the private credit guys are massively"  
[X Link](https://x.com/CorneliaLake/status/2018724787762110917)  2026-02-03T16:34Z 28.8K followers, 11.7K engagements


"SOURCES: BLUE OWL CO-CEO MARC LIPSCHULTZ STEPS OUT OF IC TO SEND EMAIL. IT WAS IN THE HEART OF A DATA CENTER LOAN PITCH. HE EMAILED IR TO MAKE A SLIDE HIGHLIGHTING $OWL VS. OTHER SPACS OF THE SAME VINTAGE. STILL OVER $10 IS A BIG DEAL"  
[X Link](https://x.com/CorneliaLake/status/2018835802860691858)  2026-02-03T23:55Z 28.8K followers, 11.8K engagements


"Just feel like I can wait till May earnings to decide and risk of missing out is maybe $0.25 - [----] per share. This is going to be a slow grind. Agree its "private equity attractive" on a [--] year hold. With the software $IGV backdrop the bar is pretty high. Lack of North American growth is also a big issue - people will need to see the inflection. https://twitter.com/i/web/status/2021309477052387703 https://twitter.com/i/web/status/2021309477052387703"  
[X Link](https://x.com/CorneliaLake/status/2021309477052387703)  2026-02-10T19:45Z 28.8K followers, [---] engagements


"@BillAckman now long $META Our two notes highlighting it as an AI winner. We see [--] x $50 = $1500 https://substack.com/@lakecornelia/p-180064285 https://substack.com/@lakecornelia/p-186153534 https://substack.com/@lakecornelia/p-180064285 https://substack.com/@lakecornelia/p-186153534"  
[X Link](https://x.com/CorneliaLake/status/2021652616548430255)  2026-02-11T18:28Z 28.8K followers, [----] engagements


"$TOI $XGN $ASTH $PGNY $ACHC $STIM $AIRS Stock action has been ugly since conference started. We will see what tomorrow brings"  
[X Link](https://x.com/CorneliaLake/status/2011267886460072179)  2026-01-14T02:43Z 28.8K followers, [----] engagements


"$STGW Our thoughts on $STGW. Is it time for this thing to re-rate after a [--] year slog https://open.substack.com/pub/lakecornelia/p/stagwell-stgw-ready-to-re-rater=1niz6q&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/lakecornelia/p/stagwell-stgw-ready-to-re-rater=1niz6q&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/CorneliaLake/status/2013726394576937280)  2026-01-20T21:32Z 28.8K followers, [----] engagements


"SaaS investor rotating into something with a better r/r A bettor at @CaesarsPalace in Las Vegas just placed a $253000 on Heads (-103). Super Bowl coin flip bet was made in cash per @CaesarsSports spokesperson. A bettor at @CaesarsPalace in Las Vegas just placed a $253000 on Heads (-103). Super Bowl coin flip bet was made in cash per @CaesarsSports spokesperson"  
[X Link](https://x.com/CorneliaLake/status/2020642309688492198)  2026-02-08T23:34Z 28.8K followers, [----] engagements


"Our thoughts heading into the week as the SaaS Wars continue. We examine a few corporate deaths and start to address the "speed" question that many investors are struggling with. How much duration do SaaS companies really have $IGV $OWL $ARES $MSFT $AMZN https://open.substack.com/pub/lakecornelia/p/the-killing-fields-of-silicon-valleyr=1niz6q&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/lakecornelia/p/the-killing-fields-of-silicon-valleyr=1niz6q&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/CorneliaLake/status/2020706718141784422)  2026-02-09T03:49Z 28.8K followers, [----] engagements


"$RIG $VAL $TDW $NE $SDRL $BORR $FTI $SUBCY $SPM Our initial thoughts on the merger today. https://open.substack.com/pub/lakecornelia/p/rig-val-an-equity-offering-via-mergerr=1niz6q&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/lakecornelia/p/rig-val-an-equity-offering-via-mergerr=1niz6q&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/CorneliaLake/status/2020917119760687550)  2026-02-09T17:46Z 28.8K followers, [----] engagements


"RT @Investor_NICK_: No one will ever win the way boomers have won the last 20+ years everything is working in their favor. Absolutely inc"  
[X Link](https://x.com/anyuser/status/2021004138004304209)  2026-02-09T23:31Z 28.8K followers, [--] engagements


"No one dreams bigger than an over levered Latin crypto buyer of a miami villa who wanted to impress his mistress and now has to pay home insurance and property taxes: https://apps.realtor.com/mUAZ/pn0vg02v https://apps.realtor.com/mUAZ/pn0vg02v"  
[X Link](https://x.com/CorneliaLake/status/2021042440375808193)  2026-02-10T02:04Z 28.8K followers, [----] engagements


"Thoughts on $AIOT post the Q https://open.substack.com/pub/lakecornelia/p/aiot-monitoring-the-situationr=1niz6q&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/lakecornelia/p/aiot-monitoring-the-situationr=1niz6q&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/CorneliaLake/status/2021251873617936802)  2026-02-10T15:56Z 28.8K followers, [----] engagements


"https://youtu.be/MJEAGd1bQucsi=nvreh4UWHeaBnYat Tobey Maguire is dating a [--] year old. There is a THIRTY year age gap between them. https://t.co/3GjD6Q3Zm5 https://youtu.be/MJEAGd1bQucsi=nvreh4UWHeaBnYat Tobey Maguire is dating a [--] year old. There is a THIRTY year age gap between them. https://t.co/3GjD6Q3Zm5"  
[X Link](https://x.com/CorneliaLake/status/2021284283915080191)  2026-02-10T18:05Z 28.8K followers, 10.1K engagements


"Small caps gonna small cap. When you have an illiquid stock that gets people stuck the discounts are larger. Management done a fine job of controlling things they can control. The "Rule of 40" message I think was more the tell.this is an industrials business. Once again a valuation gap between a premium $IOT and sub premium roll-up $AIOT is resolving closer to the lower end comp. Can still work from here and monitoring the situation. Just have plenty of other names that feel easier. https://twitter.com/i/web/status/2021311750872739912 https://twitter.com/i/web/status/2021311750872739912"  
[X Link](https://x.com/CorneliaLake/status/2021311750872739912)  2026-02-10T19:54Z 28.8K followers, [---] engagements


"$PRCH Earnings AMC tomorrow. Stock has come off from $19 to $7.50. We get ready for the call. https://open.substack.com/pub/lakecornelia/p/porch-group-prch-from-spac-dust-tor=1niz6q&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/lakecornelia/p/porch-group-prch-from-spac-dust-tor=1niz6q&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/CorneliaLake/status/2021384672484134935)  2026-02-11T00:43Z 28.8K followers, [----] engagements


"$43 for cheese pizza in Vegas https://maps.app.goo.gl/tVJAcyw4TYJDp8et9g_st=ic @beatals44 $43 for a margarita pie. https://t.co/oooXY1C4Le https://maps.app.goo.gl/tVJAcyw4TYJDp8et9g_st=ic @beatals44 $43 for a margarita pie. https://t.co/oooXY1C4Le"  
[X Link](https://x.com/CorneliaLake/status/2021428514759839856)  2026-02-11T03:38Z 28.8K followers, [----] engagements


"Boomers for the win There's one group of market participants that will reliably be the last to adjust to a new paradigm https://t.co/v18nmnidAp There's one group of market participants that will reliably be the last to adjust to a new paradigm https://t.co/v18nmnidAp"  
[X Link](https://x.com/anyuser/status/2021442408140177472)  2026-02-11T04:33Z 28.8K followers, [----] engagements


"$SPY $QQQ $IWF $IWD $OIH $RSP Our thoughts on today. Value is Now Momentum https://open.substack.com/pub/lakecornelia/p/value-is-now-momentumr=1niz6q&utm_medium=ios https://open.substack.com/pub/lakecornelia/p/value-is-now-momentumr=1niz6q&utm_medium=ios"  
[X Link](https://x.com/CorneliaLake/status/2021659751399272619)  2026-02-11T18:57Z 28.8K followers, [----] engagements


"$PRCH Our note below. Guide fine solid Q. Stock +15% and can multi bag from here $PRCH Earnings AMC tomorrow. Stock has come off from $19 to $7.50. We get ready for the call. https://t.co/FE0UKd0DdK $PRCH Earnings AMC tomorrow. Stock has come off from $19 to $7.50. We get ready for the call. https://t.co/FE0UKd0DdK"  
[X Link](https://x.com/CorneliaLake/status/2021693091866943989)  2026-02-11T21:09Z 28.8K followers, [----] engagements


""The Selling Becomes Pavlovian" New note. $IWF $IWD $OIH $IGV https://open.substack.com/pub/lakecornelia/p/the-selling-becomes-pavlovianr=1niz6q&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/lakecornelia/p/the-selling-becomes-pavlovianr=1niz6q&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/CorneliaLake/status/2021984949822534045)  2026-02-12T16:29Z 28.8K followers, [----] engagements


"We follow up on $PRCH post earnings and drill down on the reciprical insurance co setup and how the $660 of medium term EBITDA targt could play out (they did $76 this year in EBITDA). https://open.substack.com/pub/lakecornelia/p/prch-q4-earningsr=1niz6q&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/lakecornelia/p/prch-q4-earningsr=1niz6q&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/CorneliaLake/status/2022156399023993293)  2026-02-13T03:50Z 28.8K followers, [----] engagements


"@spacanpanman The power shortage drives a reflexivity in regulatory approval probability. With Qcells and $CSIQ issues if they ban $TE its the same as saying $FSLR gets a monopoly"  
[X Link](https://x.com/CorneliaLake/status/2014373369018261772)  2026-01-22T16:23Z 28.8K followers, [---] engagements


"$SOC We can only laugh and admire how beautiful their timing always seems be. The best we have ever seen. Bravo gents Unrelated and in no way associatedone of the funniest anecdotes about Wall Street we have ever heard was a guy we met who used to work with Raj Rajaratnam. The high stress thing for Galleon was figuring out how the stock would react to the eps numbers they got early. He told us that even with the exact number in hand they only got the stock move correct about 70% of the time. $SOC HB drops a hit piece On the same day CA AG drops a suit against @realDonaldTrump admin You cant"  
[X Link](https://x.com/CorneliaLake/status/2014782719142584479)  2026-01-23T19:30Z 28.8K followers, 12.5K engagements


"$SOC California lawsuit is skinny and part of 9th circuit process. This is the same lawsuit that the greens already argued and failed to get a stay of. California is just joining them (will get to brief more obviously). The hard part of this lawsuit for the greens / California is going to be showing harm. The feds are going to argue that California got the consent decree terms to the letter with the only nuance being that PHMSA and not the OFSM signed off. PHMSA's approvals explicitly state they are exactly what OFSM and the CD demanded. OFSM operates only under delegated authority from PHMSA"  
[X Link](https://x.com/CorneliaLake/status/2014787579497918964)  2026-01-23T19:49Z 28.8K followers, [----] engagements


"First they called our best PE funds locusts next they grin fck us and block Barclays from buying Lehman at the 25th hour next they shut down their nukes and coal plants then they invent AT1 and COCOs only to blow up everything with the CS/UBS merger now they are going to sell Mag7 to buy STOXX [---]. CONCERN IS GROWING ON WALL STREET THAT DONALD TRUMP'S BELLIGERENCE AND BELITTLEMENT OF EUROPE COULD TAKE SOME OF THE BIGGEST BUYERS OF US EQUITIES OUT OF THE MARKET. CONCERN IS GROWING ON WALL STREET THAT DONALD TRUMP'S BELLIGERENCE AND BELITTLEMENT OF EUROPE COULD TAKE SOME OF THE BIGGEST BUYERS"  
[X Link](https://x.com/CorneliaLake/status/2015206963932500403)  2026-01-24T23:35Z 28.7K followers, 14K engagements


"This dude isnt married and doesnt have a girlfriend. We know that because no decent woman would ever allow the excuse I cant win in life because there is this group of [----] million people or which 1/3rd are basically Amish equivalents and they are the reason I am fat broke poor and an a**holeand thats why we fly Spirit Airlines Losers always complain about their bestwinners go home and $% the prom queen https://t.co/gQuo0JTufc https://t.co/gQuo0JTufc"  
[X Link](https://x.com/CorneliaLake/status/2015966160714416525)  2026-01-27T01:52Z 28.8K followers, 11.7K engagements


"2016 Fiscal Year: NYC government spent $79 billion and had [---] million residents. City Employee count was 287k [----] Fiscal Year: NYC government spent $119 billion and had [---] million residents. City Employee count is 300k 4.1% annual spending growth CAGR with zero productivity growth Mamdani says NYC is facing an unexpected $10 billion projected budget deficit and plans to push state lawmakers to hike taxes on high-income New Yorkers and corporations to close the hole https://t.co/kQHyY0E8rp Mamdani says NYC is facing an unexpected $10 billion projected budget deficit and plans to push state"  
[X Link](https://x.com/CorneliaLake/status/2016566871378571548)  2026-01-28T17:39Z 28.8K followers, [----] engagements


"This is one of the best encapsulations of what happens when a team goes to investment committee and the senior and junior dont have the same conviction level. The pressure reveals the truth. https://t.co/6ujWrPj0Pk https://t.co/6ujWrPj0Pk"  
[X Link](https://x.com/CorneliaLake/status/2016576761689936022)  2026-01-28T18:19Z 28.8K followers, [----] engagements


"Since [----] when city government spending was $14 billion the spending growth rate has been 4.76% per year. 1-1.5% real is a massive number over [--] years. The population in [----] was [---] million vs [---] million today. We are running a real world experiment of what happens in finance [---] class when your perpetual growth assumption is bigger than inflationeventually you become the economy. https://twitter.com/i/web/status/2016597944070189129 https://twitter.com/i/web/status/2016597944070189129"  
[X Link](https://x.com/CorneliaLake/status/2016597944070189129)  2026-01-28T19:43Z 28.8K followers, [---] engagements


"EXCLUSIVE: [--] YEAR OLD PARTNER WITH [---] BPS OF FUND LEVEL CARRY WHO HAS LED [--] CONSECUTIVE LBOS THAT LOST MONEY SENDS EMAIL TO OTHER PARTNERS. I CANT BELIEVE THE IPO SPEED ON JERSEY MIKES THIS IS FASTER THAN CELANESE. WE NEED TO FIND A DEAL LIKE THIS"  
[X Link](https://x.com/CorneliaLake/status/2016654700288819686)  2026-01-28T23:28Z 28.8K followers, [----] engagements


"Continue to have sympathy but his prior actions  put his decision to bring an automatic handgun and two loaded magazines with him in a different context. Sadly seeking confrontation with armed federal agents will armed after already entering armed confrontation here a week early does reduce my empathy. Death is tragic. Non-violent protest is one of the hallmarks of our nation. The violent protestor didnt need to die but also has some culpability for escalating to violence and seeking out confrontation - however noble he believed his cause was. #BREAKING: New footage shows Alex Pretti"  
[X Link](https://x.com/CorneliaLake/status/2016669528474996817)  2026-01-29T00:27Z 28.8K followers, [--] engagements


"We already ran this experiment. Nike paid a middling Kenyan runner to learn Nordic skiing. The Norwegians still crushed him. Oddly no one paying the Norwegians to spend more time running track. https://www.bbc.com/news/magazine-25861305.amp The U.S. is not alone in grappling with diversity in winter sports. In Europe immigration from Africa and the Middle East has rapidly changed the demographics of the top winter sports countries. That won't be reflected in their rosters for the Milan Cortina Winter Olympics. https://t.co/VvUmRIt1Nz https://www.bbc.com/news/magazine-25861305.amp The U.S. is"  
[X Link](https://x.com/CorneliaLake/status/2017026533374746853)  2026-01-30T00:06Z 28.8K followers, [----] engagements


"$SLV https://physicstoday.aip.org/features/isaac-newton-and-the-perils-of-the-financial-south-sea https://physicstoday.aip.org/features/isaac-newton-and-the-perils-of-the-financial-south-sea"  
[X Link](https://x.com/CorneliaLake/status/2017371943234605417)  2026-01-30T22:58Z 28.8K followers, [----] engagements


"$KD total POS spin from POS $IBM now trading at 2x EBITDA. Granted the EBITDA isnt real and sales declining"  
[X Link](https://x.com/CorneliaLake/status/1458111054387494914)  2021-11-09T16:35Z 28.8K followers, [--] engagements


"$TDW $HOSSQ $HOS $RIG $NE $SDRL $BORR $VAL $DO $OIH Hornbeck Offshore has filed for an IPO. It is currently principally owned by [--] distressed debt funds. $ARES has 42%.side note big props to the Minnesota distressed mafia guys involved (Whitebox and Merced). a few thoughts: - Hornbeck always traded at a premium to $TDW $GLF and other OSV names because of the Jones Act exposure and MPSVs - Can't help but hope that $TDW would just roll this thing up - price dependent - Dayrate trend supports view of market and the call option on a GOP president (ie fewer restrictions in GOM) is pretty"  
[X Link](https://x.com/CorneliaLake/status/1733161534774292844)  2023-12-08T16:28Z 28.8K followers, 19.5K engagements


"Hedge Fund People You Meet: The Angry Men of Credit You can read below the constructive feedback from the very sharp credit maven below. I have met a lot of these people in my career. At times in my worser moments I have been an angry man of credit. You cover the same few names and every day get pestered with the same questions and at some point you convince yourself that you will never convince your PM to do what you want and all the risk you have on is stuff you loath. How do you advance How do you get paid Man it can be tough.but you just have to stay positive and keep trying. The best"  
[X Link](https://x.com/CorneliaLake/status/1746687206150791357)  2024-01-15T00:14Z 28.8K followers, 203.7K engagements


"$IWM Estimates from Piper below on impact of the $IWM moves. This is an art not a science. $PWFL - [----] mm shares $SOC - [---] mm $RIG $NE $VAL $TDW all picking up some incremental buying $IWM Typical name in index has about 10% passive ownership 👇 Names like $SOC with a tight float should see the biggest impactbut in all my years seeing this play out I have never been able to reliably predict share price impactsindex arb is pretty efficient and best https://t.co/bmMQhs1txi $IWM Typical name in index has about 10% passive ownership 👇 Names like $SOC with a tight float should see the biggest"  
[X Link](https://x.com/CorneliaLake/status/1795498939732398282)  2024-05-28T16:54Z 28.8K followers, 23.7K engagements


"To understand how much tech changeshere is a panel from [--] years ago: Bill Gurley General Partner - Benchmark Capital Phillippe Laffont Founder - Coatue Management & Jeffrey Sine Partner - The Raine Group discuss the intricacies of technology and finance at the [----] Fortune Brainstorm Tech conference in Aspen Colorado https://youtu.be/-9y5pEWB4hMsi=q1ACv-s82pRhsnJl https://youtu.be/-9y5pEWB4hMsi=q1ACv-s82pRhsnJl"  
[X Link](https://x.com/CorneliaLake/status/1807175464605130870)  2024-06-29T22:13Z 28.8K followers, [----] engagements


"$SOC The first BWS short report was timed almost perfectly and helped their clients generate alpha. This report on the other hand has the feeling of a bitter [--] year old obese divorcee talking about remember when stories from the middle seat of a Spirit Airlines flight on the way to the Redneck Riviera. Surprised he didnt just take the victory lap on the short into the warrant exercise. Keep in mind that in addition to Hameds clients likely being the ones to show him the short - name doesnt fit his typical sector coverage - we have heard that one or more of his immediate family members work"  
[X Link](https://x.com/CorneliaLake/status/1873786624238133464)  2024-12-30T17:41Z 28.8K followers, 35.7K engagements


"His business plan is okay at regional casinos in small marketswould argue even there its running into issues now. You cant $TDG a casino. Then there is Barry / $IAC bet on $MGM. His comments on the founders pod about it were curious; he thinks there is a way to infinitely monetize demand for shows / events / entertainment via properties that cost $1 million per key as opposed to some open field or desert location. https://twitter.com/i/web/status/1991368944716857645 https://twitter.com/i/web/status/1991368944716857645"  
[X Link](https://x.com/CorneliaLake/status/1991368944716857645)  2025-11-20T04:52Z 28.8K followers, [----] engagements


"$COMP $HOUS $ZG $RKT Article below talking about housing surplus by [----] as boomers fail to be replaced. We showed data in our new $COMP note highlighting same issue: We are [--] years removed from the housing crisis and existing and new home sales have yet to full recover Analyst Warns Of [----] Demographic "Crossover Point" Poised To Reshape Housing Market https://t.co/X8tvs1kqh9 Analyst Warns Of [----] Demographic "Crossover Point" Poised To Reshape Housing Market https://t.co/X8tvs1kqh9"  
[X Link](https://x.com/CorneliaLake/status/1993103593130652144)  2025-11-24T23:45Z 28.8K followers, [----] engagements


"We are so short natural gas turbines that we are now doing the 3rd world move of using actual jet engines as combustion turbines.power is the constraint. Ro Khanna coming in with the power plant wealth tax shortly. $TE $BW $FTAI $GEV $VST $CEG $NRG $NBIS $IREN $FSLR $BE FTAI Aviation Announces the Launch of FTAI Power: FTAI Adapts the Worlds Largest Aircraft Engine Platform to Meet AI-Driven Power Demand Dec [--] [----] Download PDF NEW YORK Dec. [--] [----] (GLOBE NEWSWIRE) -- FTAI Aviation Ltd. (NASDAQ: FTAI; the Company) today announced the launch of FTAI Power a new platform focused on converting"  
[X Link](https://x.com/CorneliaLake/status/2006016056913997968)  2025-12-30T14:54Z 28.8K followers, 11.2K engagements


"She enters [----] as 99% long $TOI and 1% cash. Only [--] years old and has already had multiple 100%+ years. She went long $TDW for 60% of her NAV in [----]. She enters [----] with $AIOT over 50% of NAV https://t.co/2l7J38dHzi She went long $TDW for 60% of her NAV in [----]. She enters [----] with $AIOT over 50% of NAV https://t.co/2l7J38dHzi"  
[X Link](https://x.com/CorneliaLake/status/2006121143363596356)  2025-12-30T21:52Z 28.8K followers, 14.5K engagements


"$XLE $XOP $OIH Venezuelan oil production was over [--] mm bpd as recently as [----] and was [---] mm bpd in [----] (year of oil price bust when OPEC surrendered to US Shale). OPEC production mix in [----] vs now is below (from monthly OPEC report). It will take 1-2 years (at least) and $20-40+ billion of capex $SLB $HAL $BKR $WFRD $FTI $NOV to increase production by [--] mm bpd (total oil demand is [---] bpd). That said the implications for long duration capex (Canadian oil sands names like $SU) and deepwater (drillers and $PBR) are negative. This is a seismic shift in oil supply. Similar to Trumps first"  
[X Link](https://x.com/CorneliaLake/status/2007841271394554004)  2026-01-04T15:47Z 28.8K followers, [----] engagements


"The bull story on $SOC is that its mostly federally regulated and California running out of bullets to fire. If $SOC gets to flow oil the greens will have exhausted most of their options for decades. Dont want better California riskwant NO California risk. That $CVX is willing to invest in Venezuela and not California is pretty telling https://twitter.com/i/web/status/2010762025706647774 https://twitter.com/i/web/status/2010762025706647774"  
[X Link](https://x.com/CorneliaLake/status/2010762025706647774)  2026-01-12T17:13Z 28.8K followers, [----] engagements


"My college [---] level finance professor with [--] PhDs in finance and applied math listening to me debate with people whether long onlys will favor $RKT or $COMP based purely on qualitative criteria"  
[X Link](https://x.com/CorneliaLake/status/2012205980897980838)  2026-01-16T16:51Z 28.8K followers, [----] engagements


"Earnings next month and expect a big bump to synergy number. $COMP Anywhere Brokerage Execs React to Compass Deal With Measured Optimism Cooler heads prevail amidst a barrage of naysaying and negativity online as seasoned real estate leaders go into the merger with optimism and an open mindalong with a healthy dose of pragmatism. On January [--] the residential real estate industry was rocked by theearly closing of the Compass/Anywhere merger a deal announced in September of [----] and not expected to close until the end of this year. While speculation continues regarding just how the mega"  
[X Link](https://x.com/CorneliaLake/status/2013649924081029169)  2026-01-20T16:28Z 28.8K followers, [----] engagements


"BREAKING: SPRUCE POINT CAPITAL TELLS LP THEY ARE MORTIFIED TO BE GROUPED IN WITH CULPER RESEARCH. "THEIR $TE SHORT REPORT WAS WEAK ONLY [--] PAGES LACKED INFORMATION ON THE SISTER OF THE CEO'S SECOND COUSIN TWICE REMOVED AND DIDN"T HAVE ENOUGH FOOTNOTES IN SIZE [--] FONT. WE DO DEEP ACCOUNTING WORK AND HAVE BETTER GRAPHS AND TABLES. ROOKIE MOVE ALL AROUND." https://twitter.com/i/web/status/2014412832700281068 https://twitter.com/i/web/status/2014412832700281068"  
[X Link](https://x.com/CorneliaLake/status/2014412832700281068)  2026-01-22T19:00Z 28.8K followers, 18.5K engagements


"Its actually sad how chilling the effect of the Andrew Left investigation has been. Shorts play a vital role. Had one of the more seasoned shorts come after $TE you would have gotten 10-20 pages of fake GLG consultants saying G2_Austin would be delayed and highlighting some obscure operational issue like higher humidity level due to the facilitys location near an aging water treatment plant basically something that throws shade that cant really be refuted. Instead Culper just pretended that G2 didnt exist and also failed to mention the Corning supply agreement or deal with NXT. Still a lot of"  
[X Link](https://x.com/CorneliaLake/status/2014416717447827501)  2026-01-22T19:15Z 28.8K followers, [----] engagements


"$TE Culper short report generating a Streisand Effect and driving shares higher. They were in position in so far as identifying a name that will move but off-sides in terms of the direction of said move. Right church wrong pew. The bug and not the windshield"  
[X Link](https://x.com/CorneliaLake/status/2014728757215387666)  2026-01-23T15:55Z 28.8K followers, [----] engagements


"🤔129 out of the [----] people on the train with Anne Frank to Auschwitz Birkenau lived to see the end of the war. Of those that didnt make it [---] were gassed on arrival. Tim Walz compares Trumps ICE crackdown in Minnesota to Nazi occupation told by Anne Frank https://t.co/0XwVJ7J49E https://t.co/imvZEzJlrZ Tim Walz compares Trumps ICE crackdown in Minnesota to Nazi occupation told by Anne Frank https://t.co/0XwVJ7J49E https://t.co/imvZEzJlrZ"  
[X Link](https://x.com/CorneliaLake/status/2015563967314227507)  2026-01-25T23:14Z 28.8K followers, 11.2K engagements


"Take: Natural gas has rallied so much that you now need to explain to people why the [----] LBO of TXU went broke and Berkshire lost money on the bonds"  
[X Link](https://x.com/CorneliaLake/status/2015581442491760776)  2026-01-26T00:23Z 28.8K followers, [----] engagements


"Overheard today: Crypto is like a job but its risky. Ive seen a lot of people wiped out to zero. By zero I mean parents basement or worse. You dont see the graveyards because they are not in Miami. And yes the person who said it drives a Rolls Royceand yes the person he was talking to looks like a Pilates influencer;) https://twitter.com/i/web/status/2015854806871474631 https://twitter.com/i/web/status/2015854806871474631"  
[X Link](https://x.com/CorneliaLake/status/2015854806871474631)  2026-01-26T18:30Z 28.8K followers, 16.2K engagements


"This is going to be WW3 for the iguana population"  
[X Link](https://x.com/CorneliaLake/status/2015928488465686739)  2026-01-26T23:23Z 28.8K followers, [----] engagements


"Getting triggered by Olive Oil as a hobby when I came of age during a video resume of a guy lifting weights ballroom dancing skiing and playing tennisall while saying impossible is nothing. https://youtu.be/UGMaVC1YVlQsi=54LOLFKe3JDyN3WD Cannot stress how much of an advantage it is to be a normal well adjusted applicant for banking roles. I reviewed a resume that listed olive oil as an interest. That is not an interest. Its been hours and I cannot stop thinking about it. There will not be an interview. https://youtu.be/UGMaVC1YVlQsi=54LOLFKe3JDyN3WD Cannot stress how much of an advantage it"  
[X Link](https://x.com/CorneliaLake/status/2016280520930255355)  2026-01-27T22:41Z 28.8K followers, 13K engagements


"$COMP $RKT $PFSI My college [---] level finance professor with [--] PhDs in finance and applied math listening to me debate with people whether long onlys will favor $RKT or $COMP based purely on qualitative criteria. https://t.co/VoT63amoo0 My college [---] level finance professor with [--] PhDs in finance and applied math listening to me debate with people whether long onlys will favor $RKT or $COMP based purely on qualitative criteria. https://t.co/VoT63amoo0"  
[X Link](https://x.com/CorneliaLake/status/2017277521163686216)  2026-01-30T16:43Z 28.8K followers, [----] engagements


"EXCLUSIVE: MULTIPLE JUNIOR BANKERS LOSE WEEKEND WORKING ON DEAL PITCH. COHEN & CO GOT THE IDEA TO MAKE BILL GATES A SPAC SPONSOR AS HE STARTS TO REPAIR HIS IMAGE ONCE CLEAR STREET HEARD IT BECAME A COMPETITIVE BAKE OFF"  
[X Link](https://x.com/CorneliaLake/status/2017707552318935414)  2026-01-31T21:12Z 28.8K followers, [----] engagements


"I miss running through lower manhattan. Its a better Christmas tree than rock center less tourist traffic and the exchange will always have a special place for me. $ALIT $WPF trades tomorrow. This deal is a text book reason why #SPACs are not going away"  
[X Link](https://x.com/CorneliaLake/status/1412222592468070404)  2021-07-06T01:31Z 28.8K followers, [--] engagements


"$CMAX Several questions. See 👇. Still involved small but think this Q and prior period development hit might be tough to get through. Have largely moved on from VBC primarily care names and think I was wrong. $OSH and $ONEM takeouts seems to be the only way to make money on this space. $PRVA remains the gold plated name on execution and capital structure but even that isnt totally clear. $AGL I remain skeptical about economics and terminal value. @hbossnia Seems like a restructuring is likely. Got the PCP guys all wrongonly silver lining is that the mistake and losses made $TOI much more"  
[X Link](https://x.com/CorneliaLake/status/1722651727990534205)  2023-11-09T16:25Z 28.8K followers, [----] engagements


"$KRE $SIVBQ $NYCB $SBNYQ GOLDMAN SACHS ANTICIPATES THE FIRST RATE CUT TO OCCUR AROUND MID-YEAR GOLDMAN SACHS ANTICIPATES THE FIRST RATE CUT TO OCCUR AROUND MID-YEAR"  
[X Link](https://x.com/CorneliaLake/status/1757411686368059443)  2024-02-13T14:29Z 28.8K followers, [----] engagements


"$PGY Epic quarter and stock can fly now. Got everything: - Forward flow deal with $ONEM - Margin beat and big FRLPC / EBITDA - Top [--] bank POS customer - AAA abs - Huge guide Looks like they are there Congrats to those who stuck with it - which doesnt include us. https://investor.pagaya.com/static-files/536670bd-2d29-4a7d-8b9d-60dca4c6e30f https://investor.pagaya.com/static-files/536670bd-2d29-4a7d-8b9d-60dca4c6e30f"  
[X Link](https://x.com/CorneliaLake/status/1821875248834269614)  2024-08-09T11:44Z 28.8K followers, 15.9K engagements


"New $CVS CEO came in saw $HUM going to the moon and decided to buy $SGFY and $OSH. The bankers pitched both deals to a lot of other smart people. No one calling out $AMZN for the $ONEM deal that has to be a bigger disaster. $WBA in the toilet too and they only did VillageMD. Just goes to show you $UNH is all you need. https://twitter.com/i/web/status/1847357892690923632 https://twitter.com/i/web/status/1847357892690923632"  
[X Link](https://x.com/CorneliaLake/status/1847357892690923632)  2024-10-18T19:23Z 28.8K followers, [----] engagements


"@SawbillCap In the memo we talk through the rise of Thoma Bravo and Vista and how it led to this"  
[X Link](https://x.com/CorneliaLake/status/2017079535523573933)  2026-01-30T03:36Z 28.8K followers, [---] engagements


"Had a great chat with @AndrewRangeley @YetAnotherValue Hope everyone enjoys and looking forward to a great [----] $TOI $TE $ASTS $NBIS $WGS $SOC  Podcast #358 is up @CorneliaLake has a wide ranging conversation on everything from $TOI to inflection investing https://t.co/MDD9meaGOe Podcast #358 is up @CorneliaLake has a wide ranging conversation on everything from $TOI to inflection investing https://t.co/MDD9meaGOe"  
[X Link](https://x.com/CorneliaLake/status/2009265392565248204)  2026-01-08T14:06Z 28.8K followers, 21.3K engagements

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