# ![@DXNCRA Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::540322472.png) @DXNCRA CryptoWhipmaster

CryptoWhipmaster posts on X about $qxo, money, $trup, short interest the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::540322472/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::540322472/c:line/m:interactions.svg)

- [--] Week [-----] +676%
- [--] Month [------] +307%
- [--] Months [------] +4,080%
- [--] Year [------] +106%

### Mentions: [--] [#](/creator/twitter::540322472/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::540322472/c:line/m:posts_active.svg)

- [--] Month [--] +30%
- [--] Months [--] +1,667%
- [--] Year [--] +382%

### Followers: [-----] [#](/creator/twitter::540322472/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::540322472/c:line/m:followers.svg)

- [--] Week [-----] +0.42%
- [--] Month [-----] +0.50%
- [--] Months [-----] +1%
- [--] Year [-----] -1.30%

### CreatorRank: [-------] [#](/creator/twitter::540322472/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::540322472/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  44% [stocks](/list/stocks)  17% [vc firms](/list/vc-firms)  8% [technology brands](/list/technology-brands)  6% [cryptocurrencies](/list/cryptocurrencies)  6% [social networks](/list/social-networks)  4% [musicians](/list/musicians)  3% [financial services](/list/financial-services)  1% [countries](/list/countries)  1% [celebrities](/list/celebrities)  1%

**Social topic influence**
[$qxo](/topic/$qxo) #4, [money](/topic/money) 10%, [$trup](/topic/$trup) 10%, [short interest](/topic/short-interest) #20, [maveron](/topic/maveron) 8%, [$apo](/topic/$apo) 7%, [in the](/topic/in-the) #647, [$3b](/topic/$3b) 5%, [$nycb](/topic/$nycb) 5%, [update](/topic/update) 4%

**Top accounts mentioned or mentioned by**
[@leonelissen](/creator/undefined) [@qxoinc](/creator/undefined) [@reddogcapital](/creator/undefined) [@hiddenpivots](/creator/undefined) [@hellojintao](/creator/undefined) [@yahoofinance](/creator/undefined) [@alderlaneeggs](/creator/undefined) [@onlybigbets](/creator/undefined) [@temasek](/creator/undefined) [@apolloglobal](/creator/undefined) [@actaccordingly](/creator/undefined) [@maximusholla](/creator/undefined) [@maveron](/creator/undefined) [@jurbandbl](/creator/undefined) [@cryptoiso](/creator/undefined) [@aflac](/creator/undefined) [@polymarket](/creator/undefined) [@askpolymarket](/creator/undefined) [@adamb1438](/creator/undefined) [@red_dog_capital](/creator/undefined)

**Top assets mentioned**
[QXO, Inc. Common Stock (QXO)](/topic/$qxo) [Apollo Global Management, Inc. (APO)](/topic/$apo) [New York Community Bancorp, Inc. (NYCB)](/topic/$nycb) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [AFLAC Incorporated (AFL)](/topic/$afl) [Born in [--] (19)](/topic/$19) [Bank of America (BAC)](/topic/bank-of-america) [XPO LOGISTICS, INC. (XPO)](/topic/$xpo) [Near Protocol (NEAR)](/topic/$near) [GMS Inc. (GMS)](/topic/$gms)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Unusual call buying activity in $QXO: -Above average call volume (7000) -41% of calls trading are offers getting lifted 👀 -53% of calls traded are meaty deltas (20-40) -17% of calls are wing shots (delta 20) [-----] April 13th weeklies struck at [-----] were lifted (this is an new position there's no preexisting open interest so its 💯an opening trade) Makes me wonder if someone other than me expects a mov(i)e is coming 🍿"  
[X Link](https://x.com/DXNCRA/status/2019859637810434334)  2026-02-06T19:43Z [----] followers, [---] engagements


"In the words of the great American poet Robert Frost: Who's woods these are I think I know. His MNPI is in the village though. Yet when you know You know you know. Now LFG Dear $QXO Unusual call buying activity in $QXO: -Above average call volume (7000) -41% of calls trading are offers getting lifted 👀 -53% of calls traded are meaty deltas (20-40) -17% of calls are wing shots (delta 20) [-----] April 13th weeklies struck at [-----] were lifted (this is an https://t.co/Xqjcqfelp2 Unusual call buying activity in $QXO: -Above average call volume (7000) -41% of calls trading are offers getting"  
[X Link](https://x.com/DXNCRA/status/2021583581563216126)  2026-02-11T13:54Z [----] followers, [---] engagements


"I'm going to bring this write up I did two weeks ago back to the top for the $QXO latecomers. Yesterday's FINRA update shows the latest data (pic with arrow). The numbers support my thesis (long form article) that the short side of this trade panic covered 10M after the Apollo round. Then they added 3M shares after the common was announced hoping to pressure the price through support on light volume. They failed again. Classic low volume bull flag and now we are back to the top. FAFO indeed. https://t.co/ChRKM1D6OS https://t.co/ChRKM1D6OS"  
[X Link](https://x.com/DXNCRA/status/2021631924314185989)  2026-02-11T17:06Z [----] followers, [---] engagements


"It's $QXO theses time so here we go. Thesis 1: "I smell a rat." His name was Robert Paulson. Ok that part is a joke. Flight Club for anyone too young to get the movie reference. But seriously today I was called a loser by a highly intelligent man @red_dog_capital. Immediately after the insult he blocked me without so much as giving me the chance to make a "well your momma's so fat." rebuttal. Cowardly move indeed. I suppose he was upset that I illustrated with exceptional clarity and rational inference that he's just sandbagging his skillset and "asking" questions about $QXO in a weak tape."  
[X Link](https://x.com/DXNCRA/status/2022179198253547941)  2026-02-13T05:21Z [----] followers, [---] engagements


"AI generated slop-o-potomous. 🤮 Pro Tip: Train your agent to flag obvious faults review in [--] seconds using a wetAgent. Then go to town. In this case just reconcile your TTM revenue [----] vs [----] all available online. Point agent at Edgar automate the pull request. Revenue steady YoY growth numbers in the 000s% are useless. Easy fix and will stop embarrassing you in front of [-----] followers. FWIW EBITDA YoY is where you'll see growth and margin expansion as the implementation of unified ERP and other efficiencies are realized. I think reconciled FY2024 EBITDA for Beacon was like $350M (not"  
[X Link](https://x.com/DXNCRA/status/2020261856636506585)  2026-02-07T22:22Z [----] followers, [--] engagements


"@red_dog_capital So is your beef that Brad is making money for himself or is it that 1x top line is over paying"  
[X Link](https://x.com/DXNCRA/status/2022003319288508547)  2026-02-12T17:42Z [----] followers, [---] engagements


"@red_dog_capital Here's a great example. Zero brain zero homework. blocked Adds no value to the conversation to X broadly and to my life specifically. Peace. Constantly bull posting $QXO ".aaaaaaand he's gone. Thank you please step aside.""  
[X Link](https://x.com/DXNCRA/status/2022007910776348724)  2026-02-12T18:00Z [----] followers, [---] engagements


"Let's just focus on this one no name calling. Would it be fair to say that your thesis is that "guys like me" tricked @apolloglobal and @Temasek into putting $3B in at $23.25 Surely they've done some diligence outside of "this twitter guy who seems about as dialed as anyone we've ever seen on the platform is bullish and has been smol-braining the AI=margin expansion thesis for [--] months." Did BofA (btw i have a lot of thoughts on this one we can do on another string) follow twitter and take a weekend leg on $750M in stock just praying they could sell it to retail. And they took that risk for"  
[X Link](https://x.com/DXNCRA/status/2022012091524169790)  2026-02-12T18:17Z [----] followers, [---] engagements


"If this is a real question and you'd like to have a productive conversation in the open about I'm keen to go back and forth on it respectfully. For starters there's plenty of available information on his track record with prior companies before $QXO. You'd have a hard time not finding it using basic search because he's used his book sales to index high in google search algos. I have hard time jumping to the conclusion that you are just trolling considering the age of your account and the fact that @JUrban_DBL follows you. But something doesn't square up here amigo"  
[X Link](https://x.com/DXNCRA/status/2021997478388617493)  2026-02-12T17:19Z [----] followers, [---] engagements


"If I were you I'd want to to talk to me. I'd be challenging myself. I'd say "hey this Whipmaster guy sounds like he's a damn good risk manager and he's putting in the hrs every day on $QXO." Unless you are just looking to sling a little dog doodoo and hope nobody puts out an intelligent counter argument https://twitter.com/i/web/status/2022013014791110989 https://twitter.com/i/web/status/2022013014791110989"  
[X Link](https://x.com/DXNCRA/status/2022013014791110989)  2026-02-12T18:20Z [----] followers, [--] engagements


"It's still $QXO theses time so here we go AGAIN. Thesis 2: Price Action is About to Get Sloppy(er) The gamma stabilizer disappears tomorrow. Bank of America had an enormous short term option struck at $23.80 following the close of the common stock deal. The price traded below the strike on what I have already made a case for as being a coordinated series of opening short trades. BofA would have sold stock above the strike on the first day of trading after the announcement of the deal. They would have been short as the price faded and they would have been comfortable with that risk knowing"  
[X Link](https://x.com/DXNCRA/status/2022198421197599111)  2026-02-13T06:37Z [----] followers, [---] engagements


"Next thing I do is try to put this all in context and realistically this is where I struggle. It's not exactly science. But what I do know is that 4.75M shares of $QXO stock can be directly interpreted as [-----] options contracts. Big number that one. So BofA had 47.5k calls and soon they have none. I frame this by looking at the open interest reports (fwiw the AI struggles to do this right it still takes grind). This gives me a sense of how relevant this BofA option has been to the price action. -- Feb 13th options are roughly 4500calls and 3000puts. It's simplifying but call it [----]. (I"  
[X Link](https://x.com/anyuser/status/2022198427405148604)  2026-02-13T06:37Z [----] followers, [---] engagements


"The sim is cooked"  
[X Link](https://x.com/DXNCRA/status/2019529576733667829)  2026-02-05T21:52Z [----] followers, [---] engagements


"$QXO Hunting stops is an interesting sport. When I see this chart it gets me thinking about three spots on the chart. 1.) Would a rational allocator be dumping on NYE when no one is at work when they had all of December to reduce length in a rallying tape 2.) Would a fundamental strategy be selling [------] shares of stock $0.80 through the offering price in the premarket the day after institutions just bought $7500000000 worth of $23.80s in a block trade After @apolloglobal and Temesak voted $23.25s work for a $3B dollar ticket 3.) Who's tapping the bid lower and lower when the S&P [---] is"  
[X Link](https://x.com/DXNCRA/status/2019813891593711794)  2026-02-06T16:42Z [----] followers, [----] engagements


"The $QXO FAFO trade is in "find out" mode right now. . The short interest increased after Jacobs announced the @apolloglobal deal. New data released yesterday after the close revealed that parties are short [--------] shares. That's over $1.5B on the wrong side. And this is just one deal. There are likely more in the pipeline. $QXO Hunting stops is an interesting sport. When I see this chart it gets me thinking about three spots on the chart. 1.) Would a rational allocator be dumping on NYE when no one is at work when they had all of December to reduce length in a rallying tape 2.) Would a"  
[X Link](https://x.com/DXNCRA/status/2021590196232327526)  2026-02-11T14:20Z [----] followers, [---] engagements


"Analyzing the $QXO deal: is it "highly complimentary" Don't trust verify. Lets look at two maps: [--]. )Kodiak Geographic footprint (courtesy of speedy LLM's) 2.) QXO footprint (courtesy of S3 filed by the company with the SEC two weeks ago). Verdict: This deal is Gravy Swazy. https://twitter.com/i/web/status/2021592379048820976 https://twitter.com/i/web/status/2021592379048820976"  
[X Link](https://x.com/DXNCRA/status/2021592379048820976)  2026-02-11T14:29Z [----] followers, [----] engagements


"It's not over yet $qxo $QXO TICK TOCK https://t.co/g8kDCH4WUW $QXO TICK TOCK https://t.co/g8kDCH4WUW"  
[X Link](https://x.com/DXNCRA/status/2021594260437344464)  2026-02-11T14:36Z [----] followers, [---] engagements


"Just wow. That's all I can say about that. That augmentation looks like lock and key"  
[X Link](https://x.com/DXNCRA/status/2021594727968080366)  2026-02-11T14:38Z [----] followers, [---] engagements


"Well said Four types of people at every company now yes people get 10x better when the go from bottom right to top right but also people get 10x worse when they go from bottom left to top left https://t.co/fNj4ocv1sc Four types of people at every company now yes people get 10x better when the go from bottom right to top right but also people get 10x worse when they go from bottom left to top left https://t.co/fNj4ocv1sc"  
[X Link](https://x.com/DXNCRA/status/2021974657986105827)  2026-02-12T15:48Z [----] followers, [---] engagements


"DO FARTS HAVE LUMPS Maybe. But instead lets ask what vocabulary lessons and $QXO have to do with each other allow me to illustrate. Teacher: "Ok class raise your hand if you can use 'confounding' in a sentence" Johnny raises his hand Teacher: "Go ahead Johnny" Johnny: "This guy on twitter who's obviously a financial professional is asking $QXO questions which he already knows the answer to. It's CONFOUNDING that someone so smart would think that there's no one else out there smart enough to call him to task on it." Enjoy the pics @red_dog_capital if you've got nothing else at least you've got"  
[X Link](https://x.com/DXNCRA/status/2022029940183773273)  2026-02-12T19:27Z [----] followers, [---] engagements


"Just when I thought I had finally found someone to disagree with rationally and have a $QXO conversation with @red_dog_capital goes and blocks me I thought we had agreed no name calling heavy sigh Well for those of you still tuned in (maybe [--] in total) boy do I have a thesis to share with you guys. Captain Brad Jacobs may want to know about this one too I'm looking at your compliance squad @QXOInc . 😉 Stay tuned and stay gravy"  
[X Link](https://x.com/DXNCRA/status/2022052926051479920)  2026-02-12T20:59Z [----] followers, [---] engagements


"Follow me down the rabbit hole. LFG Step one is old school just go to google and search "Red Dog Capital". Step two is a little more new school: ingest every page on the native websites (ignore crap like crunch base that is poorly indexed) using AI and then run a cross reference of batched key words that could be relevant. Think "QXO" "Brad" "Jacobs" etc etc. This is where it gets interesting. I got a hit on "XPO" on this page I'll be damned https://www.reddogequity.com https://www.reddogequity.com"  
[X Link](https://x.com/anyuser/status/2022179202041098286)  2026-02-13T05:21Z [----] followers, [---] engagements


"Could it really be that one of @QXOinc Brad's former lieutenants at $XPO is sandbagging it up on twitter shit-posting $QXO and bemoaning the fact that Brad will naturally make money if the company (that he started with a $1B of his own cash) succeeds Why is he implying to the market that Brad is unjustly enriched when everyone knows full well that Brad's equity is tied up and the entire executive team has long LONG lock ups for equity that extend well past the date it actually vests. It didnt make any sense I couldnt square it unless. What if he got shut out of the Jacob's Friends & Family"  
[X Link](https://x.com/DXNCRA/status/2022179205593620773)  2026-02-13T05:21Z [----] followers, [---] engagements


""OK so what" you might be thinking. For starters I imagine two scenarios in the absence of this gamma stabilizer. 1st where would $QXO stock price be today if BofA didn't have $112500000 worth of inventory to sell on the rally over the last two days 2nd I imagine how much lower the short attack may have taken the stock if BofA wasn't there to cover shorts they initiated on Jan 16th. We can see the sell wall BofA put up on Jan 16th (pic) above the $23.80 level. This is almost certainly BofA stabilizing and taking a short lean against their option."  
[X Link](https://x.com/anyuser/status/2022198424213352481)  2026-02-13T06:37Z [----] followers, [---] engagements


"I put this out there on $QXO less than a month ago. Since then I have watched the borrowable shares bounce arounds like crazy sometimes 20M at a clip from day to day. If it becomes hard to borrow then the marginal buyer becomes the short coverer's nightmare. Per FINRA Data my analysis suggests each incremental shift in Short Interest correlates to a $0.48 move in the stock.using trailing market conditions as the observed data set. Things have changed significantly this week. Using pre-Kodiak observations to forecast expectations requires an adjustment. We need to adjust the Post-Kodiak"  
[X Link](https://x.com/DXNCRA/status/2022386305674678429)  2026-02-13T19:04Z [----] followers, [---] engagements


"👀 🍿 @PeterADelgadoII $QXO daily 🏳 follow-up https://t.co/JEx1VnxfI6 @PeterADelgadoII $QXO daily 🏳 follow-up https://t.co/JEx1VnxfI6"  
[X Link](https://x.com/DXNCRA/status/2022726782508765251)  2026-02-14T17:37Z [----] followers, [--] engagements


"@finance_ref @AvbNear @inscriptionneat When the staking protocol responsible for of $30M worth of $NEAR soft rugs its token does that count as a struggle or a sign that its all going to zero"  
[X Link](https://x.com/DXNCRA/status/1730363003759972594)  2023-11-30T23:07Z [----] followers, [--] engagements


"$5.00 incoming $NYCB How much of this $NYCB short volume was just here for the party My gut says quite a lot and the weakest among them will drive a rally back through $5.00 regardless of the fundamentals or unfolding drama. https://t.co/pS6CBR0kPn How much of this $NYCB short volume was just here for the party My gut says quite a lot and the weakest among them will drive a rally back through $5.00 regardless of the fundamentals or unfolding drama. https://t.co/pS6CBR0kPn"  
[X Link](https://x.com/DXNCRA/status/1756016356015690026)  2024-02-09T18:04Z [----] followers, [---] engagements


"$NYCB Let's do this again"  
[X Link](https://x.com/DXNCRA/status/1763577688378224666)  2024-03-01T14:51Z [----] followers, [---] engagements


"Looking dicey out there for folks without risk controls in place. $NYCB Let's do this again. https://t.co/AlFQ4tvR2y $NYCB Let's do this again. https://t.co/AlFQ4tvR2y"  
[X Link](https://x.com/DXNCRA/status/1765464457126220092)  2024-03-06T19:48Z [----] followers, [---] engagements


"TBC my $NYCB thesis is not that its a buy or a sell. My thesis is that it's over short by unsophisticated traders. Now that some of the dust has cleared around todays gap down we have a $2.00 floor bid. Most likely they'd have engineered restriction on this deal"  
[X Link](https://x.com/DXNCRA/status/1765469402495930610)  2024-03-06T20:08Z [----] followers, [---] engagements


"Looks like its gunna squeeze. Conference call was net positive. GLTA $NYCB @KobeissiLetter The abnormality may have to do with .5M follower account goading retail into shorting a real company ($NYCB) and acting like its uninvestible.meanwhile very serious investors are putting a BILLION dollars of money in Now they get blown out. KUTGW https://t.co/NhlDrhaJbM @KobeissiLetter The abnormality may have to do with .5M follower account goading retail into shorting a real company ($NYCB) and acting like its uninvestible.meanwhile very serious investors are putting a BILLION dollars of money in Now"  
[X Link](https://x.com/DXNCRA/status/1765747403498336262)  2024-03-07T14:32Z [----] followers, [---] engagements


"Define persistent. Thanks for your help ChatGPT No better way of going out then escorting $RILY to ZERO. Its important to remember that I do have a life more money than I and my next generation can spend and I am [--] operating at 3x the level of people half my age. The book comes next No better way of going out then escorting $RILY to ZERO. Its important to remember that I do have a life more money than I and my next generation can spend and I am [--] operating at 3x the level of people half my age. The book comes next"  
[X Link](https://x.com/DXNCRA/status/1823168165008056728)  2024-08-13T01:22Z [----] followers, 16.3K engagements


"@crypto_iso @Stuck_Pigg I'd be inclined to chart the decimal point moving left or right instead of the price wobbling up or down. Maintain POV: arbitrage (early stage VC pricing) or its getting deprecated (ie goes to zero). @CryptoCobain Read these: @0x_nodes @xiotri_defi https://x.com/DXNCRA/status/1386842728458162178s=20 In crypto competing protocols will often square off in winner-takes-all battles for a given use case where network effects mean the pot. Merger arbitrage is rare. .BUT. I think $XIOT is one of those rare cases when the stars are lining up. Sadly the liquidity is not."  
[X Link](https://x.com/DXNCRA/status/1387774026756591627)  2021-04-29T14:21Z [----] followers, [--] engagements


"Today I'll quickly address a compelling conversation starter by way of troll in a @cobie @crypto_iso @lidofinance thread The below tweet is interesting to me in that I can describe it as follows: Inquisitive Insightful Provocative Hostile Ignorant Lazy Emblematic Sad Altruistic @DXNCRA @satspleb @ApeLiquidity @cobie @crypto_iso Wat @DXNCRA @satspleb @ApeLiquidity @cobie @crypto_iso Wat"  
[X Link](https://x.com/DXNCRA/status/1525196966212272129)  2022-05-13T19:31Z [----] followers, [--] engagements


"2/n INQUISITIVE: the account would like to know more about my point wants to earn "wat" part he doesn't understand about my point. Thanks for asking One of the compelling points of a DLT based finance stack is keeping folks honest. Oracles do not lie CFO's do. This is bad"  
[X Link](https://x.com/DXNCRA/status/1525196968766619649)  2022-05-13T19:31Z [----] followers, [--] engagements


"Shoutout to RenaissanceRe Holdings for the ultimate exit dance. And as I think is pretty obvious at this point. sorry @aflac its not personal you guys just got worked"  
[X Link](https://x.com/DXNCRA/status/1659634469144240142)  2023-05-19T18:57Z [----] followers, 12.6K engagements


"A friend of mine asked me what I'm thinking on this $TRUP take in my DM's. I told him I'm not an accountant but something just doesn't sit right for me about it. So this is thread can be an all-call for any accounting gurus out there. But it seems to me as follows. This is more of a @ActAccordingly or @lemonalde question. If $TRUP PP&E is on the rise from 2019-2023 and we know they bought the headquarters for $65M in [----] what is boosting PP&E by $20M https://t.co/sgIDlRIGa6 This is more of a @ActAccordingly or @lemonalde question. If $TRUP PP&E is on the rise from 2019-2023 and we know they"  
[X Link](https://x.com/DXNCRA/status/1666187817314050059)  2023-06-06T20:58Z [----] followers, [---] engagements


"When you buy a company the amount you overpay for its brand and intangibles gets lumped into goodwill. We know $TRUP has a big chunk of goodwill from the Aquarium acquisition which is supposed to be impaired if so determined on review. Then we have $22M in over runs"  
[X Link](https://x.com/DXNCRA/status/1666187819822227456)  2023-06-06T20:58Z [----] followers, [---] engagements


"Been thinking about $QXO a lot lately. That institutions took 90M shares for $22.25 off the shelf in June ahead of a proposed deal signals well. That they didn't chase $GMS = other targets. That Brad opted out of a live earnings Q&A makes me think they have a fish on. 👀"  
[X Link](https://x.com/DXNCRA/status/1960731901372555681)  2025-08-27T15:51Z [----] followers, [----] engagements


"Still watching and waiting on $QXO. 👀 Someone out there was buying the weekly $20call this morning. Market buy order for 2000x on the open.🤔 Send it to $25 tomorrow and that'll pay out a cool seven figures 🎉 TBD"  
[X Link](https://x.com/DXNCRA/status/1978883127838662850)  2025-10-16T17:57Z [----] followers, [----] engagements


"I see some bots posting $QXO using AI to ingest and regurge. It's annoying time extracting and low(to no)-value-add in the feed. "Alex" is a fake account. @LeoNelissen is probably not. Such is '25 life. If you're a human pay attention. So what's here Gross Margin 23%25%"  
[X Link](https://x.com/DXNCRA/status/1986917177044443209)  2025-11-07T22:02Z [----] followers, [----] engagements


"$QXO leadership seems to have decided to run a very tight predictable playbook around earnings. No live calls just the facts. Color comes intra-period at presentations and through Brad's public facing PR. Some insights are available.to those who look. Tis a long list"  
[X Link](https://x.com/DXNCRA/status/1986917179866964143)  2025-11-07T22:02Z [----] followers, [---] engagements


"The likelihood that all the benefits of $QXO's optimization approach have been realized in one quarter is very slim. This 3Q report is the very first indication of results. Jacobs is past talk he's shown up in the numbers with walk"  
[X Link](https://x.com/DXNCRA/status/1986917183914713220)  2025-11-07T22:02Z [----] followers, [---] engagements


"@Movni5 No I haven't. FWIW my MO is forthright and honest. Quick effective comms without fluff. Are asking me to do work and contribute to your interests but without sharing what you already (should) know about the names =/= quick effective. Gobbles my time"  
[X Link](https://x.com/DXNCRA/status/1987582193372213648)  2025-11-09T18:04Z [----] followers, [--] engagements


"@LeoNelissen Question for ya Bot: timing of flows & impact on price. $QXO has large LT institutional holder base but slight active participation to support price levels. MM are aware of limited activity and adjust depth down. Large holder identifies a more attractive investment"  
[X Link](https://x.com/DXNCRA/status/1987966327647084866)  2025-11-10T19:31Z [----] followers, [---] engagements


"@LeoNelissen They opt to roll $QXO. Execution desk gets mandate: "dont ride it through earnings" Execution plays it a little slowly and they run out of runway. Volumes increase as price decreases and urgency/volume peak day before ER. Fund is out into some other investment. Clean air"  
[X Link](https://x.com/DXNCRA/status/1987967095921926441)  2025-11-10T19:34Z [----] followers, [---] engagements


"@LeoNelissen My view is the liquidity vacuum on $QXO cuts both ways. It's as hard to get it in as it is to get out. But the difference would be that the repositioning and sell mandate has been fulfilled. The go-forward risk asymmetry would be a swing back up not a follow on drop"  
[X Link](https://x.com/DXNCRA/status/1987967973600919574)  2025-11-10T19:37Z [----] followers, [---] engagements


"Ive been listening to Brad as carefully as he is with his delivering of words to the street. His style is deliberate even-keeled. His temperament is unwavering. He dogfoods everything he preaches but hes been in prod for years. $QXO Archive clip: the timing is uncanny. How many fish on $QXO: "7" When $QXO: "right this minute" https://t.co/oqQBsJ6Z0u Unlike this guy at career day (pic) Jacobs chooses words wisely. He does not over promise; @QXOInc will back this up with results. I would not fade his words from the @EconClubNY. https://t.co/DKHJRYBzFJ How many fish on $QXO: "7" When $QXO:"  
[X Link](https://x.com/DXNCRA/status/1996265203176984762)  2025-12-03T17:08Z [----] followers, [----] engagements


"Technical charts aside the market seems to have lost sight of the fundamentals. The reality is that $QXO raised $2B at $22.25/share. None of the institutional capital allocators participating in Q2 at $22.25 are looking to sell it in Q4 at $21.50"  
[X Link](https://x.com/DXNCRA/status/1996668628184584692)  2025-12-04T19:51Z [----] followers, [----] engagements


"So when the price faltered weak hands with less conviction bounce the stock among each other. Fundamentals be damned. It's up to the techincals in this scenario to turn things around slowly. Which they will do on their timeline no one else's"  
[X Link](https://x.com/DXNCRA/status/1996668633154781685)  2025-12-04T19:51Z [----] followers, [--] engagements


"It appears that time may be now. $QXO back in price discovery mode on the upside. If the weak hands have officially left the building then its FOMO mode. And the $22.25 crowd isn't selling. https://x.com/HiddenPivots/status/1996634900980813932 $QXO daily Clean day [--] follow-up https://t.co/D2Ao44qodk https://x.com/HiddenPivots/status/1996634900980813932 $QXO daily Clean day [--] follow-up https://t.co/D2Ao44qodk"  
[X Link](https://x.com/DXNCRA/status/1996668634463183016)  2025-12-04T19:51Z [----] followers, [----] engagements


"$QXO must see TV. @polymarket should set up a market on @QXOInc closing its next deal on a rolling quarter by quarter basis. According to @askpolymarket it can predict the outcome in advance 95% of the time"  
[X Link](https://x.com/DXNCRA/status/1996994100172653047)  2025-12-05T17:24Z [----] followers, [----] engagements


"I'm viewing this through the lens of expectations: Apollo is not taking a convert at $23.25 (well above market tbc) to make 4.75%. At Apollo 4.75% as an annual return is a failing grade. So what is their expectation for the investment Lets call it 10-20% annualized"  
[X Link](https://x.com/DXNCRA/status/2008226118609064182)  2026-01-05T17:16Z [----] followers, [--] engagements


"So how do they make money on this deal What does that look like. In order to hit the mid point (15%) of the target return they take 4.75% in coupon and 10.25% in price appreciation. TBC price gains on converts only accrete above $QXO at $23.25. $23.25 * [------] = $25.63"  
[X Link](https://x.com/DXNCRA/status/2008226119976153518)  2026-01-05T17:16Z [----] followers, [---] engagements


"$QXO Thesis strengthening @Temasek joining the latest deal might be more revealing than I originally thought. Jacobs has telegraphed each move you just need to pick up his books and pour yourself a quality cup of coffee. The answers are all there"  
[X Link](https://x.com/DXNCRA/status/2010745740302393839)  2026-01-12T16:08Z [----] followers, [---] engagements


"P82: Sovereign Wealth funds take a long time but are terrific partners. They buy and they hold for decades. ONLY if you pass their test. $QXO has likely been in NDA protected diligence with @Temasek for months stretching back into last year. They are all but named in his book"  
[X Link](https://x.com/DXNCRA/status/2010745753057071554)  2026-01-12T16:08Z [----] followers, [---] engagements


"Whats more IMO they have access to information behind the NDA which retail does not. Accordingly they cannot execute open market transactions and support the stock when it trades $20 or lower. But they can buy a billion dollar block at $23.25. Why do this Because PT is"  
[X Link](https://x.com/DXNCRA/status/2010745757414862930)  2026-01-12T16:08Z [----] followers, [--] engagements


"@hellojintao FWIW there's a [--] mo lock-up on this deal: -$3B -long term -contractual HODL And it gets better: there's "leak out" language that prevents anyone from dumping again CONTRACTUAL. Signing away the right to sell =💯full send conviction placement (by world class allocators🧐)"  
[X Link](https://x.com/DXNCRA/status/2011157275684303116)  2026-01-13T19:23Z [----] followers, [---] engagements


"@YahooFinance In [--] parts. Seeking challengers and good ideas @LeoNelissen @HiddenPivots @hellojintao @onlybigbets 1/3) $QXO $3B of Series C is a highly strategic conviction play by all the parties involved"  
[X Link](https://x.com/DXNCRA/status/2011506697806983460)  2026-01-14T18:32Z [----] followers, [---] engagements


"@YahooFinance @LeoNelissen @HiddenPivots @hellojintao @onlybigbets 2/3) Market dynamics can be used to empirically identify an increase in short interest likely algo driven which explains September-November [----] price activity (while Apollo and Temasek were in deep DD under NDA and not trading). Dicey setup"  
[X Link](https://x.com/DXNCRA/status/2011507065920102469)  2026-01-14T18:33Z [----] followers, [---] engagements


"@YahooFinance @LeoNelissen @HiddenPivots @hellojintao @onlybigbets 3/3) The $QXO trap has been set. Algo driven short positions are playing Russian roulette with a definitive agreement to acquire press release"  
[X Link](https://x.com/DXNCRA/status/2011507801395183771)  2026-01-14T18:36Z [----] followers, [---] engagements


"@AdamB1438 @LeoNelissen The I in CIO stands at the Burns Family Office means "inquisitive" One of the consistent features in the $QXO capital raising strategy over the last [--] months has been to avoid interest expense while they are shopping. They just locked in $3B interest free until they need it"  
[X Link](https://x.com/DXNCRA/status/2011513603682373708)  2026-01-14T18:59Z [----] followers, [---] engagements


"@AdamB1438 @LeoNelissen These capital raises are massively accretive. Most likely case is $QXO buy 5-10B in additional revenue on the next volley of M&A. Modest dilution in exchange for massive boost to earnings. Pure arbitrage. The market is just waiting on confirmation and then it's lights out"  
[X Link](https://x.com/DXNCRA/status/2011521000647901656)  2026-01-14T19:29Z [----] followers, [---] engagements


"@Maximus_Holla "Could" happen. But hard to see that level when this deal was so easily placed. I've said this about the 'tutes on the $22.25s last yr: allocators take big blocks because they see LT value and they know they can't buy it in the open market. Thin float = variance = trade 'em"  
[X Link](https://x.com/DXNCRA/status/2012198159540174958)  2026-01-16T16:20Z [----] followers, [--] engagements


"The internet always delivers the goods. Ski patrol crossing under the jump gets the Academy Award for best supporting villain. https://t.co/NMEmyLvirh https://t.co/NMEmyLvirh"  
[X Link](https://x.com/DXNCRA/status/2014722890596336048)  2026-01-23T15:32Z [----] followers, [--] engagements


"$APO:"Ok OK. Fine we'll do $19/share. You win." $QXO:"Did I say $19 You said $19. Pretty sure all I said is it's cheap." $APO:"Brad that's the market. It's trading there." $QXO:"Like I said the market is wrong." $APO:"But we need a discount for the size.""  
[X Link](https://x.com/DXNCRA/status/2008964456878125435)  2026-01-07T18:10Z [----] followers, [--] engagements


"$QXO Developing thesis update: That @YahooFinance short interest number of 10.28% may be a little spicier than it looks"  
[X Link](https://x.com/DXNCRA/status/2011446492066898214)  2026-01-14T14:33Z [----] followers, [----] engagements


"$QXO Tanking in the pre-market on the back of fresh share issuance. woof. Seems I got @QXOInc's mindset on common wrong here but the underpinning idea is still worth considering. Maybe a little too obvious at this point with $23.00 prints painting the tape in the premarket but issuing common has a much different effect than issuing preferreds to diamond hands. More thoughts to follow as I digest the deal docs. https://x.com/DXNCRA/status/2011507065920102469 https://x.com/DXNCRA/status/2011507065920102469 @YahooFinance @LeoNelissen @HiddenPivots @hellojintao @onlybigbets 2/3) Market dynamics"  
[X Link](https://x.com/DXNCRA/status/2012150750919438796)  2026-01-16T13:11Z [----] followers, [---] engagements


"$QXO $750M in common offering. The deal prices at $23.80 Trades $23.00 premarket Now back to [-----] My inference here is that this was a bought deal ie fully subscribed and pre placed. They are using the S-3ASR for immediate execution. Notably only BofA is running the deal.this means one ticket. Bot's pick up the news and dump it but the real question is which side to take now. Capital allocators with access Direct placement at [-----] or swing traders taking the short side for a quick buck This is a window for shorts to cover will watch the interest reports. But I think the gap-risk is still"  
[X Link](https://x.com/DXNCRA/status/2012196781375750586)  2026-01-16T16:14Z [----] followers, [----] engagements


"$QXO Midday volume at 17M shares and counting. $0.40 above the public offering price. That BofA option may already be fully spoken for. It's easy to lose track of what is going on here so just going to replay it for the record: EOY stock closes below $20 on someone looking for volume on Dec 31st (not savvy). [----] brings in $APO and @Temasek showing $23.25 bid for $3B (earmarked to buy accretive business). @QXO Rallies straight into the $25-30 price discovery window. Then this is the best part. BofA puts a $23.80 bid in the order book for [--------] shares. Brad hits it so he can buy more stuff."  
[X Link](https://x.com/DXNCRA/status/2012220155279925518)  2026-01-16T17:47Z [----] followers, [---] engagements


"$QXO For the record an underwriter margin of less than 1/2 of 1% is scraping the sides of the barrel. I repeat this was a fully placed deal. @BankofAmerica took zero risk and got $3M in juice for the efforts. That might seem like a lot of money but in the context of raising and additional $750M there is hardly a more efficient arrangement to be found. Does anyone think BofA accepted real risk on $750 million of stock for a fee of only 0.42% No. Therefore the likely duration of their "risk" was roughly zero. Do you think they held these shares for the weekend No. Were they sold to"  
[X Link](https://x.com/DXNCRA/status/2013641000510484775)  2026-01-20T15:53Z [----] followers, [----] engagements


"$QXO is looking spicey indeed Popcorn is in full effect extra movie theater butter optional. Every two weeks $QXO longs get a birthday card. Inside that card is an update from FINRA that tells you how many shorts covered (or didn't). The attack artists are net short from lower and bleeding. @BofA_News may have placed all the common around them. This game continues for weeks (or months or years) until the shares are covered. $QXO Developing thesis update: That @YahooFinance short interest number of 10.28% may be a little spicier than it looks. $QXO Developing thesis update: That @YahooFinance"  
[X Link](https://x.com/DXNCRA/status/2014071193922306383)  2026-01-21T20:22Z [----] followers, [---] engagements


"Just as a refresher (this is better covered in my deep dive on the thesis update) the $QXO short interest increased from Aug [--] (38M $20.13) to peak on Nov 14th (72M $17.48). It took 34M shares of selling pressure to push the stock down three dollars. So @ $23.80 they are drowning. That's nearly $4B in fresh capital dunking them like that mean cousin at a family picnic. This feel https://twitter.com/i/web/status/2014071195977543692 https://twitter.com/i/web/status/2014071195977543692"  
[X Link](https://x.com/DXNCRA/status/2014071195977543692)  2026-01-21T20:22Z [----] followers, [---] engagements


"This thesis is grounded in market mechanics and data. In the last [--] trading days my source says the availability of $QXO shares to borrow has decreased by 93%. Five trading days EEK No wonder they are trying to put out hit pieces. This is just math. Serious people only. https://twitter.com/i/web/status/2014362873485549986 https://twitter.com/i/web/status/2014362873485549986"  
[X Link](https://x.com/DXNCRA/status/2014362873485549986)  2026-01-22T15:41Z [----] followers, [---] engagements


"You forgot to index this @elonmusk 🤣 Fine I'll do it myself: $QXO @QXOInc To all the humans in the club: @hellojintao @LeoNelissen @Maximus_Holla @JaguarAnalytics @onlybigbets @HiddenPivots @Seawolfcap. Accepting all challenges if I borked this please let me know https://twitter.com/i/web/status/2016671314107392021 https://twitter.com/i/web/status/2016671314107392021"  
[X Link](https://x.com/DXNCRA/status/2016671314107392021)  2026-01-29T00:34Z [----] followers, [---] engagements


"More "Walking the Walk" @AlderLaneEggs was on point. Some of "them" DID know better. Particularly the ones informed from the inside. Board Member Dan Levitan's firm Maveron went from first institutional investor to out of sight. https://x.com/DXNCRA/status/1658145935656996864 The $TRUP Longs are like this dope.They should know better https://x.com/DXNCRA/status/1658145935656996864 The $TRUP Longs are like this dope.They should know better"  
[X Link](https://x.com/DXNCRA/status/1658838447816056833)  2023-05-17T14:14Z [----] followers, 33.4K engagements


"Just so I'm clear this is just about WALK and TALK. On the talk hand $TRUP CEO says "Intrinsic Value is up" On the WALK hand their first institutional investor Maveron (whose CoFounder/GP is Dan Leviton and has a TRUP board seat) is exiting stage left. The WALK talks"  
[X Link](https://x.com/DXNCRA/status/1658838452467556355)  2023-05-17T14:14Z [----] followers, [---] engagements


"Hey @AlderLaneEggs just curious how much cash you think @maveron pulled out of $TRUP Nice trade Dan Leviton No wonder you don't mind hanging on to [-----] shares for the optics. One can comfortably say that that mystery is solved. #trup_sterFIRE https://x.com/DXNCRA/status/1658838447816056833 More "Walking the Walk" https://t.co/K6nSDLnFmo @AlderLaneEggs was on point. Some of "them" DID know better. Particularly the ones informed from the inside. Board Member Dan Levitan's firm Maveron went from first institutional investor to out of sight. https://t.co/G3rxz89NcM"  
[X Link](https://x.com/DXNCRA/status/1659622648547102720)  2023-05-19T18:10Z [----] followers, 27.6K engagements


"Anyone who didn't pick up the free playbook from @maveron has nobody to blame but themselves. Maveron's $TRUP holdings: 2016: 6.5M 2017: 5.5M 2018: 2.5M 2019: 1.5M 2020: 900k 2021: 100k 2022: steak knives 2023: you're fired"  
[X Link](https://x.com/DXNCRA/status/1659634466434719748)  2023-05-19T18:57Z [----] followers, 12.2K engagements


"@S1ymple @aflac Search the S1 from pre IPO Ctrl + f + related They were in from day one held longer than Maveron and sold higher. Boss mode hence the shoutout. Theres no question about it big win. Likely [--] figure exit"  
[X Link](https://x.com/DXNCRA/status/1660005395824275461)  2023-05-20T19:31Z [----] followers, [--] engagements


"In the $trup land this is framed as a low risk sure thing. "We pay $250 up front in CAC we get [--] yrs of cash flow at high IRR. The payback is roughly 2x the cost to acquire the annuity. It's simple folks." This is the pitch. Its easy to understand. It looks great on paper"  
[X Link](https://x.com/DXNCRA/status/1666097970272665604)  2023-06-06T15:01Z [----] followers, [---] engagements


"Darryl is borrowing narrative from DTC darlings that don't make money. This should be no surprise considering the Maveron investment. Remember Dan Leviton is an absolute boss of. But everyone with a brain in that space knows that if you do not turn profits you go public"  
[X Link](https://x.com/DXNCRA/status/1666097973296795654)  2023-06-06T15:01Z [----] followers, [--] engagements


"Maveron identified this and set it in motion. They know the playbook as good as anyone. Take a growth story public and dump it. It's not illegal. They knew it was overvalued which is why they exited. But they didn't foresee the Covid money printer. https://x.com/DXNCRA/status/1659622648547102720 Hey @AlderLaneEggs just curious how much cash you think @maveron pulled out of $TRUP Nice trade Dan Leviton No wonder you don't mind hanging on to [-----] shares for the optics. One can comfortably say that that mystery is solved. https://t.co/0785Vw5qor #trup_sterFIRE https://t.co/rnvjcjG4tt"  
[X Link](https://x.com/DXNCRA/status/1666097977654661123)  2023-06-06T15:01Z [----] followers, [--] engagements


"Actions over words. Let me recommend two $TRUP play books for kids who can't read good: A) Maveron B) RenaissanceRe Ventures NineTen got the memo now we're lookin at you Flossbach @fvs_ri. Balance sheet 🧐 Governance 🙄 #trup_sterFire https://x.com/DXNCRA/status/1659634466434719748 Biggest owner of $TRUP sold all@of their stock. Not "some" but ALL. Read into this what you may. @ActAccordingly @NealMcConnell @Keubiko https://t.co/lSAKT6IrVV https://x.com/DXNCRA/status/1659634466434719748 Biggest owner of $TRUP sold all@of their stock. Not "some" but ALL. Read into this what you may."  
[X Link](https://x.com/DXNCRA/status/1666930800825073671)  2023-06-08T22:10Z [----] followers, [---] engagements


"$APO:"Well what do you think" $QXO:"I think you should tell me what you have in mind." $APO:"We were thinking about a billion dollars." $QXO:"Great I'll pay you you 8%" $APO:"We were thinking equity. Looks like your stock is trading around $19." $QXO:"Yeah it's cheap""  
[X Link](https://x.com/DXNCRA/status/2008964454210220107)  2026-01-07T18:10Z [----] followers, [--] engagements


"$APO: "Look you couldn't sell a billion dollars into a $19bid. We know this it went to $16 before earnings. Lets do a convert we'll do $1B call it 4.75% coupon and convert at $18/share. That's a good deal for a billion in stock." $QXO:"It's an interesting idea. No thanks.""  
[X Link](https://x.com/DXNCRA/status/2008964455426597040)  2026-01-07T18:10Z [----] followers, [---] engagements


"$QXO:"I appreciate the angling fellas but you've got it all backwards. I need a PREMIUM for the size. You've seen the numbers I know why you're here. But you have to remember why I am here. Not for you. For my shareholders." $APO:"Brad you're gunna walk away from $1B C'mon""  
[X Link](https://x.com/DXNCRA/status/2008964458589376986)  2026-01-07T18:10Z [----] followers, [---] engagements


"$QXO: "Again I appreciate the angling fellas but you've still got it backwards. Are YOU gunna walk away from the opportunity to put a billion dollars into us" $APO: "Brad C'mon" $QXO:"Tell ya what. 4.75%. We do your size. Convert price is $23.25" $APO: "No chance😡""  
[X Link](https://x.com/DXNCRA/status/2008964460120289374)  2026-01-07T18:10Z [----] followers, [--] engagements


"$APO: "Brad that's more than a 20% premium to the closing price. How can I make money on that" $QXO:"Heh. 1) I can do math appreciate the help there sport but I know what I said. 2)Still cheap. And. 3) The reason your in my office right now is to make money on that. ""  
[X Link](https://x.com/DXNCRA/status/2008964461714133093)  2026-01-07T18:10Z [----] followers, [---] engagements


"$APO:"Brad there's just no way." $QXO:"well you've got my offer. If you don't think you can make money on it don't do it. The last thing I need as a PE guy lighting up my emails about how the stock price isn't doing what he wants. [--] is wrong. [-----] is also wrong. It's life.""  
[X Link](https://x.com/DXNCRA/status/2008964463265751180)  2026-01-07T18:10Z [----] followers, [---] engagements


"$APO: "Can we do $20" $QXO:"It's been a good chat but I have an important lunch with an unnamed company CEO that I can't miss." $APO: "OK OK OK. We get it we get it. We'll do $21." $QXO: "Ok OK OK. But you'll have to do it in the open market.""  
[X Link](https://x.com/DXNCRA/status/2008964464578842667)  2026-01-07T18:10Z [----] followers, [---] engagements


"$APO: "huh" $QXO: "Don't forget that's like 2-3weeks of daily volume and you'd be 100% of it and lifting offers the whole way. But good luck and we truly appreciate your confidence in the future of $QXO. TTYL" $APO: "Brad." $QXO: "Yes" $APO: "We'll pay $23.25""  
[X Link](https://x.com/DXNCRA/status/2008964466096984188)  2026-01-07T18:10Z [----] followers, [---] engagements


"$QXO:"I knew that [--] minutes ago. The deal docs are in your inbox already. And congrats you've just made your best trade for the year." $APO: "thank you" $QXO:"Welcome to the family""  
[X Link](https://x.com/DXNCRA/status/2008964467304907073)  2026-01-07T18:10Z [----] followers, [---] engagements


"In 3Q_2025 the correlation between $QXO price and $QXO short interest dramatically inverted and tightened. Since then there have been two discernable tight-correlation regimes: before November [--] and after Nov [--]. The first regime exhibits (0.90) correlated increases in short interest to small moves downward in the stock price ($0.08). A "short attack" The 2nd regime exhibits (0.96) correlated decreases in short interest with LARGE moves upward in the stock price ($0.44). A "short trap" https://twitter.com/i/web/status/2017346814937108566 https://twitter.com/i/web/status/2017346814937108566"  
[X Link](https://x.com/DXNCRA/status/2017346814937108566)  2026-01-30T21:18Z [----] followers, [---] engagements


"$QXO TICK TOCK $QXO must see TV. @polymarket should set up a market on @QXOInc closing its next deal on a rolling quarter by quarter basis. According to @askpolymarket it can predict the outcome in advance 95% of the time. https://t.co/6pUedWIUsy $QXO must see TV. @polymarket should set up a market on @QXOInc closing its next deal on a rolling quarter by quarter basis. According to @askpolymarket it can predict the outcome in advance 95% of the time. https://t.co/6pUedWIUsy"  
[X Link](https://x.com/anyuser/status/2016185944030720283)  2026-01-27T16:26Z [----] followers, [----] engagements


""A Short Attack Gone Wild" .$QXO Structural Market Data Analysis. On Jan 14th I posted an update on my $QXO thesis. https://x.com/DXNCRA/status/2011446492066898214 It's unknowable how many people read it but I have a hunch that whoever is short did (they have scanners and bots us retail http://x.com/i/article/2016557338157522944 http://x.com/i/article/2016557338157522944"  
[X Link](https://x.com/anyuser/status/2016615612391505995)  2026-01-28T20:53Z [----] followers, [---] engagements


"The looming axe: "Houston we have a problem" Been covered here: 👀 now a regulator calling attention to the glaring problem though the author is kindly asking $TRUP for more info instead of saying it in the style of @AlderLaneEggs. #trup_sterFIRE https://x.com/DXNCRA/status/1658884402191925281 $TRUP pending rate increase request in CA is still being put through the wringer. On 5/31 CA insurance regulators sent another objection letter. Now regulators are drilling down on claims handling and timing of recognition of claims in financials. https://t.co/T1UqdIcMfE"  
[X Link](https://x.com/DXNCRA/status/1664330575371436034)  2023-06-01T17:58Z [----] followers, 21.5K engagements


"Thesis Update: $QXO will become Hard to Borrow. As Jacob's deal date approaches confidence in the announcement will increase. Investors adding length will buy shares from opening shorts. Short interest will drift slightly higher as there are few sellers left. If this is happening shares available to borrow will dry up.and then $QXO migrates to the HTB list. If this happens the trap is fully set. https://twitter.com/i/web/status/2014362812416438639 https://twitter.com/i/web/status/2014362812416438639"  
[X Link](https://x.com/anyuser/status/2014362812416438639)  2026-01-22T15:41Z [----] followers, [---] engagements

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