# ![@DheerajNam Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1709643585262325760.png) @DheerajNam Dheeraj

Dheeraj posts on X about money, stocks, super, gold the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1709643585262325760/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1709643585262325760/c:line/m:interactions.svg)

- [--] Week [-------] +15,328%
- [--] Month [-------] +7,028%
- [--] Months [-------] +645%
- [--] Year [---------] +257%

### Mentions: [--] [#](/creator/twitter::1709643585262325760/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1709643585262325760/c:line/m:posts_active.svg)

- [--] Months [---] -20%
- [--] Year [---] -32%

### Followers: [-----] [#](/creator/twitter::1709643585262325760/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1709643585262325760/c:line/m:followers.svg)

- [--] Week [-----] +0.38%
- [--] Month [-----] +2.50%
- [--] Months [-----] +8.20%
- [--] Year [-----] +40%

### CreatorRank: [-------] [#](/creator/twitter::1709643585262325760/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1709643585262325760/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  29% [stocks](/list/stocks)  24% [cryptocurrencies](/list/cryptocurrencies)  7% [technology brands](/list/technology-brands)  7% [exchanges](/list/exchanges)  3% [countries](/list/countries)  3% [gaming](/list/gaming)  1% [currencies](/list/currencies)  1%

**Social topic influence**
[money](/topic/money) 6%, [stocks](/topic/stocks) 5%, [super](/topic/super) 4%, [gold](/topic/gold) 4%, [market cap](/topic/market-cap) 4%, [$crawa](/topic/$crawa) 4%, [$iehc](/topic/$iehc) 4%, [in the](/topic/in-the) 3%, [$hy9h](/topic/$hy9h) 3%, [crypto](/topic/crypto) 3%

**Top accounts mentioned or mentioned by**
[@pr0sso](/creator/undefined) [@shravanrayhaan](/creator/undefined) [@aleabitoreddit](/creator/undefined) [@mirrormystery](/creator/undefined) [@blondesnmoney](/creator/undefined) [@clarksquarecap](/creator/undefined) [@stockprinter](/creator/undefined) [@mike10947310](/creator/undefined) [@capytalmgmt](/creator/undefined) [@mirror_mystery](/creator/undefined) [@ryanreeves](/creator/undefined) [@jaysyoon](/creator/undefined) [@semianalysis](/creator/undefined) [@contrariancurse](/creator/undefined) [@jakeallen3](/creator/undefined) [@frsinvesting](/creator/undefined) [@everyonehatesp1](/creator/undefined) [@adj3bitda](/creator/undefined) [@paulcerro](/creator/undefined) [@singularityres](/creator/undefined)

**Top assets mentioned**
[Hyperliquid (HYPE)](/topic/$hype) [Alibaba Group (BABA)](/topic/$baba) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [StubHub Holdings, Inc. (STUB)](/topic/$stub) [Danaos Corporation (DAC)](/topic/$dac) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Pure Storage, Inc. (PSTG)](/topic/$pstg) [Mario Coin (COIN)](/topic/$coin) [Duolingo, Inc.  (DUOL)](/topic/$duol) [Context Therapeutics Inc. (CNTX)](/topic/$cntx) [Passage (PASG)](/topic/$pasg) [Live Nation Entertainment, Inc. (LYV)](/topic/$lyv) [Icon Plc (ICLR)](/topic/$iclr)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Bought $PSTG today. Leaning into Gavin Baker's thesis. They have software that makes existing NAND deployments use less RAM and increases usable space on current storage. This software could take off as this becomes a way to relieve memory/storage pressure"  
[X Link](https://x.com/DheerajNam/status/2014891155905761526)  2026-01-24T02:41Z [----] followers, [----] engagements


"This company sells something you hope you never need. 35% EBITDA margins. 60% gross margins. 15+ government contracts won in the last year. Trading at 5x EBITDA. Recurring revenue. Trading near book value. The turnaround is real and the market's asleep. Full thesis on Substack"  
[X Link](https://x.com/DheerajNam/status/2016250115938287799)  2026-01-27T20:41Z [----] followers, [---] engagements


"I had no idea $HY9H SK Hynix owned 19% of Kioxia $KXIAY $285a.t with an option to own 30% if their convertible notes convert. Insane"  
[X Link](https://x.com/DheerajNam/status/2017086287337947576)  2026-01-30T04:03Z [----] followers, [---] engagements


"I cannot believe how strong $HYPE. Essentially the only token that is positive past [--] days with crypto carnage. I am long wish I could be hyper long"  
[X Link](https://x.com/DheerajNam/status/2019268551459094656)  2026-02-05T04:35Z [----] followers, [---] engagements


"I actually really liked $COIN ad"  
[X Link](https://x.com/DheerajNam/status/2020727260408340541)  2026-02-09T05:11Z [----] followers, [---] engagements


"Need some ideas to research Check out the list here: https://www.nasdaq.com/press-release/roth-host-14th-annual-technology-conference-hard-rock-hotel-new-york-city-2025-11-12 https://www.nasdaq.com/press-release/roth-host-14th-annual-technology-conference-hard-rock-hotel-new-york-city-2025-11-12"  
[X Link](https://x.com/DheerajNam/status/2021259126316073284)  2026-02-10T16:25Z [----] followers, [---] engagements


"Ugh what a miss not buying on my part. Makers of MiniMax 2.5: $0100.HK Makers of GLM v4.7: $2513.HK Worth taking a look at you're getting OpenAI/Anthropic of China for super cheap. Granted these are open models so economics are different. (Qwen is $Baba but not a pure play - less torque) Makers of MiniMax 2.5: $0100.HK Makers of GLM v4.7: $2513.HK Worth taking a look at you're getting OpenAI/Anthropic of China for super cheap. Granted these are open models so economics are different. (Qwen is $Baba but not a pure play - less torque)"  
[X Link](https://x.com/DheerajNam/status/2022367557307531359)  2026-02-13T17:49Z [----] followers, [---] engagements


"Honestly if the momentum reverses this could be an interesting idea. Stock pitch on $DUOL Duolingo by Infuse Asset Management @RyanReeves - Sustained 30%+ revenue growth. - 40% of monthly users are daily active. - Moving beyond languages math music chess other learning categories. - Long-term vision: broad learning super app - [--] https://t.co/eVz9Ijd7iP Stock pitch on $DUOL Duolingo by Infuse Asset Management @RyanReeves - Sustained 30%+ revenue growth. - 40% of monthly users are daily active. - Moving beyond languages math music chess other learning categories. - Long-term vision: broad"  
[X Link](https://x.com/DheerajNam/status/2022415516372210124)  2026-02-13T21:00Z [----] followers, [---] engagements


"What is going on with $XYF at a P/E of [--]. Lots of hair on the name but could be interesting"  
[X Link](https://x.com/DheerajNam/status/2007323457403662557)  2026-01-03T05:29Z [----] followers, [----] engagements


"$CNTX $TENX and $PASG getting the pumps I thought they would today"  
[X Link](https://x.com/DheerajNam/status/2008192810525311029)  2026-01-05T15:04Z [----] followers, [----] engagements


"Everyone is so obsessed with Saaspocalypse that no one's noticing that gold retraced half its correction today. Gold miners still look incredibly undervalued here. $GG.V Meanwhile Copper is also now above [--] $SCMI.V"  
[X Link](https://x.com/DheerajNam/status/2018794592204992837)  2026-02-03T21:11Z [----] followers, [---] engagements


"@pr0sso Hmm what makes you say that isnt 40% of the NAV cash which would offer lower reflexivity Have considered it though before I found out that half the treasury is cash"  
[X Link](https://x.com/DheerajNam/status/2019296270876307720)  2026-02-05T06:25Z [----] followers, [--] engagements


"@jaysyoon @SemiAnalysis_ The question is will demand continue to outstrip supply. Rubin Ultra rumored to require 4x as much HBM as does previous iterations. This will continue to grow larger over time. Not to mention all the edge nodes and inference capability we will need"  
[X Link](https://x.com/DheerajNam/status/2021298967238050091)  2026-02-10T19:03Z [----] followers, [---] engagements


"Honestly that silver and gold flush out has reset the market to much healthier levels. Prices have barely decreased but chatter on X/elsewhere has died down. Feels like a much healthier market and prices are still close to ATH. $GG.V recently like $WGR.AX"  
[X Link](https://x.com/DheerajNam/status/2021722792241037736)  2026-02-11T23:07Z [----] followers, [---] engagements


"@mirror_mystery @blondesnmoney @ContrarianCurse I have no money left 😭 Im maxed out. If IBKR add Korean equities soon Ill be swapping my HY9H to SK square though"  
[X Link](https://x.com/DheerajNam/status/2022041615884501042)  2026-02-12T20:14Z [----] followers, [--] engagements


"@shravanrayhaan I have no idea how to predict what earnings will be next year/could they even flip negative. Even if earnings drop by 50% its still a PE of [--]. What I'm worried about are losses and not sure how to determine NTM Net Income"  
[X Link](https://x.com/DheerajNam/status/2008200346238320702)  2026-01-05T15:34Z [----] followers, [---] engagements


"Thesis is out $TOYO a huge position for me https://t.co/7H2RgBoFZw https://t.co/7H2RgBoFZw"  
[X Link](https://x.com/DheerajNam/status/2018713331536724224)  2026-02-03T15:48Z [----] followers, [---] engagements


"The models are good enough now to realize my tournament style battle. I ran the analysis $TOYO and $SPCB are amongst the top [--] names of all pitches since [----]. I might make this a public website"  
[X Link](https://x.com/DheerajNam/status/2020534848725615006)  2026-02-08T16:27Z [----] followers, [---] engagements


"$3635.T worth a buy here What are the economics to Koei from Pokemon Company/Nintendo Looks like Pokopia might be the hit that Koei stock needs to gain some energy back. Switch [--] owners are starved for new games Pokopia will speak to both the Animal Crossing and Pokemom fans and Pokemons 30th anniversary will only add to the hype. 🤞 $3635.T $NTDOY $7974.T Looks like Pokopia might be the hit that Koei stock needs to gain some energy back. Switch [--] owners are starved for new games Pokopia will speak to both the Animal Crossing and Pokemom fans and Pokemons 30th anniversary will only add to the"  
[X Link](https://x.com/DheerajNam/status/2021723529809436924)  2026-02-11T23:10Z [----] followers, [---] engagements


"Good to know for future actually Great new google finance feature BTW - live transcripts https://t.co/wYF96Gk8h1 Great new google finance feature BTW - live transcripts https://t.co/wYF96Gk8h1"  
[X Link](https://x.com/DheerajNam/status/2021724389679804902)  2026-02-11T23:13Z [----] followers, [---] engagements


"Very interesting idea @ClarkSquareCap $STUB is trading at 7x EV/2026 EBITDA on the lowest sell-side estimate and 3x [----] consensus. Estimated 30%+ growth 40% incremental margins and 120% EBITDA/FCF conversion through [----]. We only need them to hit half of sell-side Down 56% from a 20x oversubscribed IPO five https://t.co/nMFXK097Mj @ClarkSquareCap $STUB is trading at 7x EV/2026 EBITDA on the lowest sell-side estimate and 3x [----] consensus. Estimated 30%+ growth 40% incremental margins and 120% EBITDA/FCF conversion through [----]. We only need them to hit half of sell-side Down 56% from a 20x"  
[X Link](https://x.com/DheerajNam/status/2022050765985202687)  2026-02-12T20:50Z [----] followers, [---] engagements


"@mirror_mystery Yeah valid all the ticketing companies suck hard though its a super oligoplistic industry and there's no way to get out of it. I use stubhub but not a fan of the fees etc. Still I think worth a position trades at like 3-4x [--] earnings. Hated as much as $LYV not a large pos"  
[X Link](https://x.com/DheerajNam/status/2022071498044059782)  2026-02-12T22:13Z [----] followers, [--] engagements


"Worth a read from @jakeallen3. Well done thesis on $STUB https://docs.google.com/document/d/1fWw9hRcYi3phQOZI3QWR-flnFY3eQZs22WnscRGuHdg/edittab=t.0 https://docs.google.com/document/d/1fWw9hRcYi3phQOZI3QWR-flnFY3eQZs22WnscRGuHdg/edittab=t.0"  
[X Link](https://x.com/DheerajNam/status/2022092504309620851)  2026-02-12T23:36Z [----] followers, [---] engagements


"@StockPrinter @aleabitoreddit For any large cap I would believe Morgan Stanleys analysis. Also why wouldnt they earn that margin Its the limiting reagent for AI and the HBM suppliers are an oligopoly. Unless theres a concrete reason to refute the margin claims it makes sense"  
[X Link](https://x.com/DheerajNam/status/2022201265086951838)  2026-02-13T06:48Z [----] followers, [---] engagements


"@frsinvesting @aleabitoreddit Just get an IBKR"  
[X Link](https://x.com/DheerajNam/status/2022201328953700807)  2026-02-13T06:49Z [----] followers, [----] engagements


"$2513.hk $0100.hk any juice left in these"  
[X Link](https://x.com/DheerajNam/status/2022367372913397899)  2026-02-13T17:48Z [----] followers, [---] engagements


"RT @Mike10947310: $CGEH - which @everyonehatesp1 has a great note on - printed excellent earnings. 33% revenue growth [--] point () margin"  
[X Link](https://x.com/DheerajNam/status/2022415993549787171)  2026-02-13T21:02Z [----] followers, [--] engagements


"Opened a pos in this today. We put 20% of our capital into long $ICLR yesterday. The -40% decline on an accounting restatement impacting 2% of revenue was far too dramatic for a leading CRO that gushes $1b of cash flow on now a $6b market cap. Might do a writeup. Comment/DM if you want to chat We put 20% of our capital into long $ICLR yesterday. The -40% decline on an accounting restatement impacting 2% of revenue was far too dramatic for a leading CRO that gushes $1b of cash flow on now a $6b market cap. Might do a writeup. Comment/DM if you want to chat"  
[X Link](https://x.com/DheerajNam/status/2022416075057746165)  2026-02-13T21:02Z [----] followers, [---] engagements


"Will likely open a pos in this tomorrow. Many friends I know like and use the product seems cheaper here. $WLTH Covered a small short position I had in $WLTH and flipped long. They charge [--] basis points for Direct Indexing the S&P [---] and [--] basis points for the Nasdaq 0.25% for an ETF portfolio it's actually very reasonably priced. One of the highest savings yields free wire transfers https://t.co/K0rJRSWVWq Covered a small short position I had in $WLTH and flipped long. They charge [--] basis points for Direct Indexing the S&P [---] and [--] basis points for the Nasdaq 0.25% for an ETF portfolio"  
[X Link](https://x.com/DheerajNam/status/2022416206976962636)  2026-02-13T21:02Z [----] followers, [---] engagements


"Also a good idea @ClarkSquareCap $BFF.MI BFF Bank: European specialty fin. co w/ uniquely low-risk biz model servicing public sector receivables. Recession-resistant thru cycle 25%+ROE at 5.4x EPS & 1x book. Stock off on recent provision & CEO change-reflects deliberate B/S cleanup & reset rather than @ClarkSquareCap $BFF.MI BFF Bank: European specialty fin. co w/ uniquely low-risk biz model servicing public sector receivables. Recession-resistant thru cycle 25%+ROE at 5.4x EPS & 1x book. Stock off on recent provision & CEO change-reflects deliberate B/S cleanup & reset rather than"  
[X Link](https://x.com/DheerajNam/status/2022050816765681813)  2026-02-12T20:50Z [----] followers, [---] engagements


"@Adj_3bitda @paulcerro @blondesnmoney Ill need to crack open financial or investor survey to see how investing aum growth has been vs HYSA"  
[X Link](https://x.com/DheerajNam/status/2022707809926660209)  2026-02-14T16:21Z [----] followers, [--] engagements


"HKEX (02513)"  
[X Link](https://x.com/DheerajNam/status/2009845819470684623)  2026-01-10T04:32Z [----] followers, [--] engagements


"Granted lets ignore google thats already public. for this price might be a bargain. http://Z.AI http://Z.AI"  
[X Link](https://x.com/DheerajNam/status/2009846183855116610)  2026-01-10T04:34Z [----] followers, [--] engagements


"@capytalmgmt There is approx. visibility for the next two years I think SK can print half of its market cap IMO. I find it hard to believe memory will ever not be in shortage until we get to AGI/ASI at which point not sure if money will be an issue after the singularity. Either way I'm long"  
[X Link](https://x.com/DheerajNam/status/2010009924789850612)  2026-01-10T15:24Z [----] followers, [---] engagements


"@capytalmgmt Nomura estimates which may even be conservative"  
[X Link](https://x.com/DheerajNam/status/2010034890625167634)  2026-01-10T17:03Z [----] followers, [---] engagements


"Why is everyone buying $IREN and $EOSE. Any theses I can read about these names"  
[X Link](https://x.com/DheerajNam/status/2010179811130658846)  2026-01-11T02:39Z [----] followers, [---] engagements


"@Mike10947310 Extremely bullish on the Memory trade from Cyclical to Secular deficit in supply. Rubin ultra is going to take almost 4x the HBM as current gen. We'll be in a shortage for a while at least in the near to mid term. Current spot price hasn't even begun to affect consumer prices"  
[X Link](https://x.com/DheerajNam/status/2011556457863659739)  2026-01-14T21:50Z [----] followers, [---] engagements


"@SingularityRes @DMetropolitan Also in this one. Feels like a no brainer with the $APLD contract"  
[X Link](https://x.com/DheerajNam/status/2014894671193919934)  2026-01-24T02:54Z [----] followers, [---] engagements


"@ootelloo As always do your own due diligence"  
[X Link](https://x.com/DheerajNam/status/2014940025578836083)  2026-01-24T05:55Z [----] followers, [--] engagements


"$BOXX is a great way to convert interest income into capital gains. Worth tossing money in there as opposed to a HYSA"  
[X Link](https://x.com/DheerajNam/status/1765790159335796937)  2024-03-07T17:22Z [----] followers, [---] engagements


"Tempted to buy some $XPEL and $TEP.PA solely on the fact that the companies have had a huge capitulation recently"  
[X Link](https://x.com/DheerajNam/status/1787588755152310563)  2024-05-06T21:02Z [----] followers, [---] engagements


"Wow $BRBY could not imagine a worse quarter. $BURBY $BRBY.L"  
[X Link](https://x.com/DheerajNam/status/1812744277882966505)  2024-07-15T07:01Z [----] followers, [---] engagements


"RIP I bought $FEC $FEC.TO $FECCF in like [--] different brokerage accounts. Time to place market sells"  
[X Link](https://x.com/DheerajNam/status/1839115208947560604)  2024-09-26T01:30Z [----] followers, [----] engagements


"Anyone done any work on $042700.ks Hanmi Semi"  
[X Link](https://x.com/DheerajNam/status/1849543075733053520)  2024-10-24T20:06Z [----] followers, [---] engagements


"Huge rerates: Large EV(high debt): $RGS $SUP EV slowly shifts to equity as debt is paid off and interest rates drop. Litigation: $PRKR $AST.LON $FNCH Small cash outlay today but potential for 10x Does anyone else have others they know of (particularly litigation)"  
[X Link](https://x.com/DheerajNam/status/1851727955380293781)  2024-10-30T20:48Z [----] followers, [----] engagements


"$PRKR writeup I found: https://static1.squarespace.com/static/5e03bb9dcc191357f10902ad/t/6717a1530e4aa5501dc0cad5/1729601875802/PRKR+write-up+vFinal.pdf https://static1.squarespace.com/static/5e03bb9dcc191357f10902ad/t/6717a1530e4aa5501dc0cad5/1729601875802/PRKR+write-up+vFinal.pdf"  
[X Link](https://x.com/DheerajNam/status/1851728403139039408)  2024-10-30T20:50Z [----] followers, [---] engagements


"@ankurnagpal Or buy $BOXX"  
[X Link](https://x.com/DheerajNam/status/1915447806338248906)  2025-04-24T16:48Z [----] followers, [---] engagements


"@DeepValueStonks $BOXX"  
[X Link](https://x.com/DheerajNam/status/1975222477484945854)  2025-10-06T15:31Z [----] followers, [---] engagements


"I exited $DAC but I'm now reinterested in buying back in"  
[X Link](https://x.com/DheerajNam/status/1990857281114628487)  2025-11-18T18:58Z [----] followers, [----] engagements


"I already own some but testing out this new claude code flow to research stocks. $ACMR"  
[X Link](https://x.com/DheerajNam/status/2007231591140212882)  2026-01-02T23:24Z [----] followers, [---] engagements


"Bought some $ORR today"  
[X Link](https://x.com/DheerajNam/status/2009316595135598735)  2026-01-08T17:29Z [----] followers, [---] engagements


"I think $HYPE crypto poised to do well if even just for this purpose. Has real utility and buying at a trough valuation. Has Citrini's blessing also FWIW There is one place in the world where you can long or short gold & silver in under [--] minutes Hyperliquid There is one place in the world where you can long or short gold & silver in under [--] minutes Hyperliquid"  
[X Link](https://x.com/DheerajNam/status/2016247703626232035)  2026-01-27T20:31Z [----] followers, [---] engagements


"I never should've sold $TER This has been the most peaceful bag Ive ever owned Thanks @Citrini7 well worth the $70/month https://t.co/Wq1pHBv1Us This has been the most peaceful bag Ive ever owned Thanks @Citrini7 well worth the $70/month https://t.co/Wq1pHBv1Us"  
[X Link](https://x.com/DheerajNam/status/2016251618061090848)  2026-01-27T20:47Z [----] followers, [---] engagements


"@P14Capital Perhaps not sure what the read through there exactly is. I will say it's definitely a positive for SK Hynix. $MSFT Maia chip sole HBM provider. SK Hynix rumored to represent 70% of Nvidia HBM H200 sales resume to China. My largest position continues to be SK Hynix"  
[X Link](https://x.com/DheerajNam/status/2016733352208818591)  2026-01-29T04:41Z [----] followers, [---] engagements


"I've almost never made money in sum of the parts valuations. There needs to be a catalyst such as in the case of $CBD when $EXTO was spun out. Or $TIPT spinning out fortegra in the future - this name is also worth taking a look at"  
[X Link](https://x.com/DheerajNam/status/1753264323357446251)  2024-02-02T03:49Z [----] followers, [---] engagements


"Good question here are the methodologies. That being said I don't plan on using these numbers at face value but rather to get a general sense of the magnitude of potential undervaluation. This screener had some names I already own and some names I'm investigating so just a jumping off point for further research"  
[X Link](https://x.com/DheerajNam/status/1757551964823474563)  2024-02-13T23:46Z [----] followers, [---] engagements


"@AanandBajaj1 For example $CRAWA was not on my radar. Did some research after this screen and found out @alluvialcapital already owns it"  
[X Link](https://x.com/DheerajNam/status/1757555064254713886)  2024-02-13T23:59Z [----] followers, [---] engagements


"$CRAWA is my next target to sink some money into"  
[X Link](https://x.com/DheerajNam/status/1757932636134088882)  2024-02-15T00:59Z [----] followers, [---] engagements


"Muting $CSU.TO $BRK.A $BRK.B $COST $SMCI $NVDA. Need to ruthlessly cut out noise to find signal"  
[X Link](https://x.com/DheerajNam/status/1769935842611437568)  2024-03-19T03:56Z [----] followers, [---] engagements


"Can I somehow boost people who talk about stocks like $CRAWA"  
[X Link](https://x.com/DheerajNam/status/1769935961058632048)  2024-03-19T03:56Z [----] followers, [---] engagements


"Will $SOLVAY $SLVYY jump after Einhorn talks about it Solvay"  
[X Link](https://x.com/DheerajNam/status/1775577912441258465)  2024-04-03T17:35Z [----] followers, [---] engagements


"I've been reflecting on $CZBS compared to other community banks. It stands out due to its significant ECIP preferred which enhances book value more than raw numbers suggest. Additionally robust buybacks and growth in Net Income will drive the share price upward as the investment portfolio acquires Fixed Income assets at current interest rates. https://twitter.com/i/web/status/1785849068452729090 https://twitter.com/i/web/status/1785849068452729090"  
[X Link](https://x.com/DheerajNam/status/1785849068452729090)  2024-05-02T01:49Z [----] followers, [---] engagements


"Some examples from Jason: Merger Arb Community Banks Microcaps Bankruptcies and Spinoffs Index-Orphaned stocks. This is basically my entire portfolio"  
[X Link](https://x.com/DheerajNam/status/1793481884909101325)  2024-05-23T03:19Z [----] followers, [---] engagements


"Merger Arb: $PARA Community Banks: $CZBS Microcap: $CYAN $NAII $PWS Bankruptcy/Spinoff: $ACIC Index-Orphaned: $SENEA (prev. held) I'll add regulatory change: $LQDA"  
[X Link](https://x.com/DheerajNam/status/1793482272013971643)  2024-05-23T03:21Z [----] followers, [----] engagements


"Surprised more people on fintwit don't talk about $CRAWA. A compelling valuation"  
[X Link](https://x.com/DheerajNam/status/1796746261187420434)  2024-06-01T03:31Z [----] followers, [---] engagements


"$CZBS firing on all cylinders. Citizens Bank $CZBS call report is out. ECIP recipient. Net income $4.2 million versus $3.7 million in prior year qtr. There are some holding co. expenses. Assuming normal expenses I expect EPS of $2.10 per share. Eff. ratio 46%. Trades otc - last trade $46. Bid $47 Citizens Bank $CZBS call report is out. ECIP recipient. Net income $4.2 million versus $3.7 million in prior year qtr. There are some holding co. expenses. Assuming normal expenses I expect EPS of $2.10 per share. Eff. ratio 46%. Trades otc - last trade $46. Bid $47"  
[X Link](https://x.com/DheerajNam/status/1818489339690586189)  2024-07-31T03:30Z [----] followers, [---] engagements


"$PCSV interesting presentation. Concerned about revenue though - Q423 revenue dropped significantly due to loss of JROTC contract. Is there customer concentration risk here"  
[X Link](https://x.com/DheerajNam/status/1823226124203155540)  2024-08-13T05:12Z [----] followers, [---] engagements


"If you wish to invert to make money then you would necessarily buy the bombed out business trading at bankruptcy prices while they actually arent. Ive made the most money on names like these. $RGS $HFG"  
[X Link](https://x.com/DheerajNam/status/1843283344043479345)  2024-10-07T13:32Z [----] followers, [----] engagements


"For the $TNZ.TO folks why would they give $TNZ.TO the $NOBV assets for such a low price There is an intelligent buyer and seller here why would they give up so much https://static1.squarespace.com/static/6164cf34a8e54b2e687f89e3/t/6698f850f1581136238fc851/1721301073206/PR+Tenaz+NL+Acquisition+FINAL.pdf https://static1.squarespace.com/static/6164cf34a8e54b2e687f89e3/t/6698f850f1581136238fc851/1721301073206/PR+Tenaz+NL+Acquisition+FINAL.pdf"  
[X Link](https://x.com/DheerajNam/status/1854365453377831271)  2024-11-07T03:29Z [----] followers, [---] engagements


"This article on $INPST.AS Inpost is great: https://granularcapital.co.uk/assets/files/investment-cases/inpost-investment-case.pdf https://granularcapital.co.uk/assets/files/investment-cases/inpost-investment-case.pdf"  
[X Link](https://x.com/DheerajNam/status/1854372411564569085)  2024-11-07T03:56Z [----] followers, [---] engagements


"I like how my best performer since investing is Reysas a company I followed pabrai into. He may be the one of the best investors of this decade. $rysas $ryskf"  
[X Link](https://x.com/DheerajNam/status/1870149126823780751)  2024-12-20T16:47Z [----] followers, [----] engagements


"Went through a ton of names today the only interesting ones were $ZEG and $ZDGE but not enough for me to start a position"  
[X Link](https://x.com/DheerajNam/status/1871433520297693386)  2024-12-24T05:51Z [----] followers, [---] engagements


"@WingsORC Yeah they've since come down but I think holding is best here. $OWLTW looked interesting actually but haven't dug deep"  
[X Link](https://x.com/DheerajNam/status/1933359322853224883)  2025-06-13T03:02Z [----] followers, [---] engagements


"$OWLT says it has 50K subs for its [----] plan for new Owlet360 SaaS App. End of year I estimate 150k subs at least at [----] ARPU (new plan is 7.99) - 13.5M in Revenue. High margin SaaS lets say 80% becomes earnings. 10M at a 15x earnings is 150M 50% higher than EV today"  
[X Link](https://x.com/DheerajNam/status/1934795692813308302)  2025-06-17T02:10Z [----] followers, [----] engagements


"Traditional business enjoys 50-60% Gross Margin add that on maybe 300M Enterprise Value total. Thats a three bagger from here then add on the warrants $OWLTW"  
[X Link](https://x.com/DheerajNam/status/1934796062440464438)  2025-06-17T02:11Z [----] followers, [---] engagements


"@aleabitoreddit Thanks for article the crazy part is that it is even more than 100% rise not just 100%. Looking forward to read through to SK Hynix $HY9H"  
[X Link](https://x.com/DheerajNam/status/2015248290552394101)  2026-01-25T02:20Z [----] followers, [----] engagements


"$DAC still looking niceeeee So after all these steady weeks HARPEX should finally be dropping right Nope Up +2 to [----]. Strength continues . $DAC $ZIM $CMRE $GSL $ESEA $NMM https://t.co/p53nMHJier So after all these steady weeks HARPEX should finally be dropping right Nope Up +2 to [----]. Strength continues . $DAC $ZIM $CMRE $GSL $ESEA $NMM https://t.co/p53nMHJier"  
[X Link](https://x.com/DheerajNam/status/2015496812195467555)  2026-01-25T18:47Z [----] followers, [---] engagements


"SK Hynix $HY9H trading at 3x [----] Operating Profit. I know what Im invested in. Morgan Stanley estimates SK Hynixs [----] operating profit at KRW [---] trillion (US$155 billion). SK [----] [---] (1550 https://t.co/HyA3g6wqfK Morgan Stanley estimates SK Hynixs [----] operating profit at KRW [---] trillion (US$155 billion). SK [----] [---] (1550 https://t.co/HyA3g6wqfK"  
[X Link](https://x.com/DheerajNam/status/2018029099801792658)  2026-02-01T18:30Z [----] followers, [---] engagements


"Incredible post by Dan Schum at his Blog NoNameStocks on $IEHC. Salient Metrics Here as provided in the article: The stock is now at $6.30 market cap $15m 2.38m shares outstanding $4.9m cash $21.3m book value TTM revenue $19.8m not profitable at the moment but have been in the past I am long a few shares and intend to pick some more up. Whatever this stock is worth it's certainly more than $6. https://www.nonamestocks.com/2024/05/iehc-is-cheap-again.html https://www.nonamestocks.com/2024/05/iehc-is-cheap-again.html https://www.nonamestocks.com/2024/05/iehc-is-cheap-again.html"  
[X Link](https://x.com/DheerajNam/status/1793331986095886666)  2024-05-22T17:23Z [----] followers, [----] engagements


"Incredible post by Dan Schum at his Blog NoNameStocks on $IEHC. Salient Metrics as provided: Stock at $6.3. Market Cap $15m. 2.38m Shares Outstanding. $4.9m Cash. $21.3m Book Value. TTM revenue $19.8m Not profitable at the moment but has been in the past. I am long a few shares and intend to pick some more up. Whatever this stock is worth it's certainly more than $6. https://twitter.com/i/web/status/1793333427866833113 https://twitter.com/i/web/status/1793333427866833113"  
[X Link](https://x.com/DheerajNam/status/1793333427866833113)  2024-05-22T17:29Z [----] followers, [----] engagements


"I sent out two tweets on $IEHC one with external link and one without in case it affects the algorithm. Attribution remains in both cases to the best of my ability"  
[X Link](https://x.com/DheerajNam/status/1793333641163981078)  2024-05-22T17:30Z [----] followers, [---] engagements


"$RAYA and $IEHC unbeatable bargains"  
[X Link](https://x.com/DheerajNam/status/1800942553052631201)  2024-06-12T17:25Z [----] followers, [---] engagements


"$UMG drop. Still a little expensive here but what a moat. Provided AI music doesnt take over how does one recreate the IP of UMG With $SPOT stock rising I could easily see $UMG raise the rates on its streaming catalog. Feels like an $ASML and $TSMC vs $NVDA story"  
[X Link](https://x.com/DheerajNam/status/1816402546090492064)  2024-07-25T09:18Z [----] followers, [---] engagements


"Why can't I trade $RYSKF anymore"  
[X Link](https://x.com/DheerajNam/status/1852060552232595569)  2024-10-31T18:50Z [----] followers, [---] engagements


"$RYSKF should be trading 40% higher than it is based on the international listing. Sad that no volume is being traded but not a bad risk to get some shares at the low of [----] here"  
[X Link](https://x.com/DheerajNam/status/1861475041843552395)  2024-11-26T18:20Z [----] followers, [---] engagements


"$VTY.L $EVO.ST $VIV.PA and $Talkpool.ST will be getting my incremental cash"  
[X Link](https://x.com/DheerajNam/status/1872695719792132411)  2024-12-27T17:27Z [----] followers, 12.6K engagements


"@catalystbust I really like $UMG so I just wanted to own them in a cheaper structure. Just read a writeup on $BOL.PA and didnt realize they owned Vivendi and $UMG as well. Thanks for flagging Id probably update my purchase decision after I do some more research"  
[X Link](https://x.com/DheerajNam/status/1872823723906220421)  2024-12-28T01:55Z [----] followers, [---] engagements


"Added a little to my tiny $ECRO position"  
[X Link](https://x.com/DheerajNam/status/1912215443156218230)  2025-04-15T18:44Z [----] followers, [---] engagements


"Why no one buying $ECRO at like [---] P/E"  
[X Link](https://x.com/DheerajNam/status/1920168371783344456)  2025-05-07T17:26Z [----] followers, [----] engagements


"$ACIC this stock doesn't get a break. Put up great numbers but still trades cheap to earnings. Maybe worries about a stronger than expected hurricane season"  
[X Link](https://x.com/DheerajNam/status/1953872503081759144)  2025-08-08T17:34Z [----] followers, [----] engagements


"@BenPrin17572616 Yes New to the copper mining world what do you think is the best name in this space"  
[X Link](https://x.com/DheerajNam/status/2006817859465523273)  2026-01-01T20:00Z [----] followers, [--] engagements


"Bought a little $ONIT and $FPH today. $MMY doing well today can't believe more folks aren't buying a basket of cheap Jr. Gold miners here when the commodity has broken [----] recently. Looking forward to strong returns from all [--] of these holdings"  
[X Link](https://x.com/DheerajNam/status/1902772236659880076)  2025-03-20T17:20Z [----] followers, [---] engagements


"$ONIT $FOA $BETR seem like good bets here"  
[X Link](https://x.com/DheerajNam/status/1968339896436953430)  2025-09-17T15:42Z [----] followers, [----] engagements


"Second order bets like $PRPL and $SNBR make sense as well. The likelihood housing heats up vs cooling down I vote heating up"  
[X Link](https://x.com/DheerajNam/status/1968340165396771150)  2025-09-17T15:44Z [----] followers, [---] engagements


"Interesting substack post on $AATC https://open.substack.com/pub/buffettsbigtoe/p/autoscope-technologies-get-this-royaltyr=53zy1&utm_medium=ios&utm_campaign=post https://open.substack.com/pub/buffettsbigtoe/p/autoscope-technologies-get-this-royaltyr=53zy1&utm_medium=ios&utm_campaign=post"  
[X Link](https://x.com/DheerajNam/status/1760071973885841646)  2024-02-20T22:40Z [----] followers, [---] engagements


"@shravanrayhaan This is a screenshot of the holdings of the $WAGNX fund"  
[X Link](https://x.com/DheerajNam/status/1930244266250412522)  2025-06-04T12:44Z [----] followers, [---] engagements


"@cayetacano This is a screenshot of the holdings of the $WAGNX fund - not my holdings to make clear"  
[X Link](https://x.com/DheerajNam/status/1930252265920647246)  2025-06-04T13:16Z [----] followers, [--] engagements


"Themes: Crypto Miners turned AI Data Centers Precious Metals Mining Rare Earth Mining Quantum Data Storage"  
[X Link](https://x.com/DheerajNam/status/1977907049544511858)  2025-10-14T01:19Z [----] followers, [---] engagements


"Makers of MiniMax 2.5: $0100.HK Makers of GLM v4.7: $2513.HK Worth taking a look at you're getting OpenAI/Anthropic of China for super cheap. Granted these are open models so economics are different. (Qwen is $Baba but not a pure play - less torque)"  
[X Link](https://x.com/DheerajNam/status/2016247136820572613)  2026-01-27T20:29Z [----] followers, [----] engagements

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