# ![@EventDrivenEddy Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1791109159527546882.png) @EventDrivenEddy Event Driven Edward

Event Driven Edward posts on X about ai, $brze, market, business the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1791109159527546882/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1791109159527546882/c:line/m:interactions.svg)

- [--] Week [-----] +70%
- [--] Month [------] -97%
- [--] Months [---------] +1,645%
- [--] Year [---------] +619%

### Mentions: [--] [#](/creator/twitter::1791109159527546882/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1791109159527546882/c:line/m:posts_active.svg)

- [--] Week [--] -20%
- [--] Month [--] -82%
- [--] Months [---] +445%
- [--] Year [---] +239%

### Followers: [-----] [#](/creator/twitter::1791109159527546882/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1791109159527546882/c:line/m:followers.svg)

- [--] Week [-----] +2.20%
- [--] Month [-----] +10%
- [--] Months [-----] +54%
- [--] Year [-----] +97%

### CreatorRank: [---------] [#](/creator/twitter::1791109159527546882/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1791109159527546882/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  21% [stocks](/list/stocks)  12% [technology brands](/list/technology-brands)  11% [social networks](/list/social-networks)  1% [musicians](/list/musicians)  1% [celebrities](/list/celebrities)  1% [fashion brands](/list/fashion-brands)  1% [currencies](/list/currencies)  1% [events](/list/events)  1% [exchanges](/list/exchanges)  1%

**Social topic influence**
[ai](/topic/ai) 8%, [$brze](/topic/$brze) #9, [market](/topic/market) 5%, [business](/topic/business) 4%, [anthropic](/topic/anthropic) #2734, [this is](/topic/this-is) 3%, [$kvyo](/topic/$kvyo) 2%, [reit](/topic/reit) 2%, [agentic](/topic/agentic) 2%, [inference](/topic/inference) 2%

**Top accounts mentioned or mentioned by**
[@yummycenturyegg](/creator/undefined) [@dannyocean555](/creator/undefined) [@taobanker](/creator/undefined) [@jaredsleeper](/creator/undefined) [@contrariancurse](/creator/undefined) [@lolviolence](/creator/undefined) [@southpark](/creator/undefined) [@churrascooooo](/creator/undefined) [@coorslightceo](/creator/undefined) [@nikolatrevor](/creator/undefined) [@digitaldassh](/creator/undefined) [@pitdesi](/creator/undefined) [@zerohedge](/creator/undefined) [@boringbiz](/creator/undefined) [@acapitallp](/creator/undefined) [@riceforthought](/creator/undefined) [@stockthoughts81](/creator/undefined) [@treiner5](/creator/undefined) [@specialsitsnews](/creator/undefined) [@convexititties](/creator/undefined)

**Top assets mentioned**
[Braze Inc. (BRZE)](/topic/$brze) [Klaviyo, Inc. (KVYO)](/topic/$kvyo) [HUBSPOT, INC. (HUBS)](/topic/$hubs) [Ryan Specialty Group Holdings, Inc (RYAN)](/topic/$ryan) [S&P Global Inc (SPGI)](/topic/$spgi) [Moody's Corporation (MCO)](/topic/$mco) [Hecla Mining Company (HL)](/topic/$hl) [PJT Partners Inc. (PJT)](/topic/$pjt) [Zoom Video Communications Inc (ZM)](/topic/$zm) [Clean Harbors, Inc (CLH)](/topic/$clh) [NIQ Global Intelligence plc (NIQ)](/topic/$niq) [Factset Research Systems, Inc. (FDS)](/topic/$fds)
### Top Social Posts
Top posts by engagements in the last [--] hours

"You need to get the cash from somewhere to defease the issue - that either comes from SLP/PIF equity or proceeds from new debt issuance so theyre not playing for defeasance here Theres [--] routes this can go down 1) you tender for the bonds at T+0 the RM holders that own this bought it at a T+something STM so this is a good deal. If you dont take the deal and they get the requisite % of holders to effectuate the offer (something like 95% prob) anyone that holds out is left with a stub thats stripped of all its covenants - see WBA for a recent example Or 2) the company contributes some form of"  
[X Link](https://x.com/EventDrivenEddy/status/1979003550454698004)  2025-10-17T01:56Z [----] followers, [----] engagements


"@taobanker $BRZE got smoked have high conviction here. Short $KVYO against and think that got unfairly punished as well"  
[X Link](https://x.com/EventDrivenEddy/status/2007279373628621135)  2026-01-03T02:34Z [----] followers, [---] engagements


"@taobanker @riceforthought $BRZE is infra software for the CMO tech stack not vibe-codable in the slightest. It had a similar move when OpenAI released that dogshit email campaign manager YouTube video (along with $HUBS and $KVYO)"  
[X Link](https://x.com/EventDrivenEddy/status/2007507828362359096)  2026-01-03T17:42Z [----] followers, [---] engagements


"What is going on with $BRZE hsus christo"  
[X Link](https://x.com/EventDrivenEddy/status/2012176118778913157)  2026-01-16T14:52Z [----] followers, [---] engagements


"@stockthoughts81 I wrote on $BRZE a few days ago"  
[X Link](https://x.com/EventDrivenEddy/status/2017072984200986908)  2026-01-30T03:10Z [----] followers, [---] engagements


"@treiner5 @SpecialSitsNews @JaredSleeper The altimeter guy talking about GAAP P/E in software while underwriting pre-revenue VC science projects at 100x FY30 ARR The bottom is in"  
[X Link](https://x.com/EventDrivenEddy/status/2017744624350113991)  2026-01-31T23:39Z [----] followers, [--] engagements


"Liquidating REITs are the ultimate special sits sell side bucket shop waste of time/let down They never distribute what you think based on market comps As soon as its out that the seller of a property is a liquidating REIT they get back bid on everything that comes to market Half of my friends are CRE brokers and can attest to this (can also just look and see how these have performed in the past) https://twitter.com/i/web/status/2018169258522395068 https://twitter.com/i/web/status/2018169258522395068"  
[X Link](https://x.com/EventDrivenEddy/status/2018169258522395068)  2026-02-02T03:47Z [----] followers, [---] engagements


"Altman saying the system of record is commoditized while owning the commoditized knowledge engine is pure comedy Hes obviously taking the best defense is a good offense approach given cash burn and clear share loss to Anthropic Theyre taking share from me so Ill take share from the SaaS guys - good luck on that bud"  
[X Link](https://x.com/EventDrivenEddy/status/2019624215410794885)  2026-02-06T04:08Z [----] followers, [----] engagements


"Ive heard Claudes matching engine technology goes crazy def no moat for LSEG lmao It would appear your not familiar with S&P and Moodys being literally written into governing documents for every fixed income security in circulation today Last I checked I didnt see Claude defined as a Permitted Ratings Authority in a credit agreement/indenture FDS most at risk given lack of PROPRIETARY data and thats been reflected in the valuation for some time now That said FDS also bears high switching costs given how engrained they are in customers workflow. They may be behind the ball on AI products but"  
[X Link](https://x.com/EventDrivenEddy/status/2020555171105775727)  2026-02-08T17:47Z [----] followers, [---] engagements


"Now imagine trying to create a video like this for monetization purposes and realizing you dont own the IP and then get sued by Akira Toriyamas estate for copyright infringement And then realize that Adobe (as well as Getty) limit all of the IP risk because thats their true moat not being able to make something cool https://twitter.com/i/web/status/2020556938346451369 https://twitter.com/i/web/status/2020556938346451369"  
[X Link](https://x.com/EventDrivenEddy/status/2020556938346451369)  2026-02-08T17:54Z [----] followers, [---] engagements


"@convexititties My thought is that the democratization of software development via agentic code gen actually lowers the bar and expands the talent pool to hire developers - very well could serve as a tailwind to seat count vs headwind from productivity gains"  
[X Link](https://x.com/EventDrivenEddy/status/2020589018954752249)  2026-02-08T20:02Z [----] followers, [--] engagements


"@rev_cap Which unfortunately doesnt ever work very well given REIT governance structures Nearly impossible to effectuate change"  
[X Link](https://x.com/EventDrivenEddy/status/2020636086738026678)  2026-02-08T23:09Z [----] followers, [---] engagements


"@ContrarianCurse This is pretty hilarious $RYAN is a specialty wholesale broker. They place TOWERS of risk at Lloyds syndicate This is the equivalent to GS selling off because ChatGPT has a personal finance plugin"  
[X Link](https://x.com/EventDrivenEddy/status/2021050376179556715)  2026-02-10T02:35Z [----] followers, [----] engagements


"@ajustman_ @unciacapital Whats the increased competition from ChatGPT personal line comparison tool to institutional wholesalers of specialty lines"  
[X Link](https://x.com/EventDrivenEddy/status/2021069605414867119)  2026-02-10T03:51Z [----] followers, [--] engagements


"@lolviolence Isnt ur job going away"  
[X Link](https://x.com/EventDrivenEddy/status/2021695905573867606)  2026-02-11T21:20Z [----] followers, [--] engagements


"@yummyCenturyEgg So why cant $SPGI and $MCO do this and fire all their analysts and max out margins Showing signs of AI psychosis"  
[X Link](https://x.com/EventDrivenEddy/status/2022105878443569529)  2026-02-13T00:29Z [----] followers, [---] engagements


"@yummyCenturyEgg Inference will be commoditized system of record data is valuable The models are a wrapper for the data. These businesses know that models are nothing without it Price of the brick (source data) going up"  
[X Link](https://x.com/EventDrivenEddy/status/2022116995161108736)  2026-02-13T01:13Z [----] followers, [--] engagements


"@yummyCenturyEgg Oh ok thanks for your thoughtful insight on valuation What about the index business Were going to use Claude500 Cmon bro lol this is retarded"  
[X Link](https://x.com/EventDrivenEddy/status/2022141233427333218)  2026-02-13T02:50Z [----] followers, [--] engagements


"Structured by a [--] year old on the playground alright bud 🤣🤣🤣 The AI psychosis is real. Im trying to make a friendly wager here. My book is obviously positioned in opposite of yours so it would appear we have a bet on already. You borrowed shares and sold them to me. See you in [--] years Repeat after me Inference will be commoditized"  
[X Link](https://x.com/EventDrivenEddy/status/2022160010860499192)  2026-02-13T04:04Z [----] followers, [--] engagements


"@AcaciaCap @DannyOcean555 @UpslopeCapital Oh ok so buy $HL and $PJT for restructuring mandates for software and any industry that dies every new model release"  
[X Link](https://x.com/EventDrivenEddy/status/2021669142944780331)  2026-02-11T19:34Z [----] followers, [--] engagements


"This is why $BRZE is down today FYI. The narrative driven market is very real Today we're releasing Claude Code for marketing. It does a marketer's work in minutes by browsing clicking and posting like a human would. The marketing hire is now optional: https://t.co/wWTqg99HQU Today we're releasing Claude Code for marketing. It does a marketer's work in minutes by browsing clicking and posting like a human would. The marketing hire is now optional: https://t.co/wWTqg99HQU"  
[X Link](https://x.com/anyuser/status/2012184766939115931)  2026-01-16T15:26Z [----] followers, [----] engagements


"$BRZE I think there is a fundamental misunderstanding within the market on 1) what this business actually does and 2) what the value proposition is to its customer base At 3x sales with revenue reaccelerating at M20s clip and solid contribution from AI decisioning studio this business should trade around 5x sales / $40 or so vs. $25 currently $BRZE serves as a system of context for 1P data on top of a CDP database the orchestration layer as they say. wtf does that actually mean When enterprise marketing teams want to establish and maintain 1st party relationships with their customer (via"  
[X Link](https://x.com/anyuser/status/2015983782323438027)  2026-01-27T03:02Z [----] followers, [----] engagements


"Telling my wife which companies Im long and short after their respective super bowl commercials"  
[X Link](https://x.com/EventDrivenEddy/status/2020662910683603295)  2026-02-09T00:55Z [----] followers, [---] engagements


"Need to tighten up the parameters on the simulator again were starting to see some slippage Low cortisol. Locked in. Lethalitymaxxing. https://t.co/MQsBDf8kaQ Low cortisol. Locked in. Lethalitymaxxing. https://t.co/MQsBDf8kaQ"  
[X Link](https://x.com/EventDrivenEddy/status/2020671455675986431)  2026-02-09T01:29Z [----] followers, [---] engagements


"No Kirk but this Bad Bunny halftime show is lame as helly"  
[X Link](https://x.com/EventDrivenEddy/status/2020672338598023336)  2026-02-09T01:33Z [----] followers, [---] engagements


"4 field goals to [--] field goals Bubu halftime show Shitty AI commercials dominating San Francisco Yeah this checks out"  
[X Link](https://x.com/anyuser/status/2020678024438423554)  2026-02-09T01:55Z [----] followers, [---] engagements


"Also dont get me wrong I know what theyre doing NFL teams continuing to chase international viewers as next leg of growth for franchise value (collectively) Dont hate the player hate the game"  
[X Link](https://x.com/EventDrivenEddy/status/2020681039048245295)  2026-02-09T02:07Z [----] followers, [---] engagements


"Is Warsh HawkMaxxing and RateMogging Trump My wife is going to divorce me if I keep speaking like this"  
[X Link](https://x.com/EventDrivenEddy/status/2021072392106410454)  2026-02-10T04:03Z [----] followers, [---] engagements


"CRE brokers selling off on Metaverse concerns again"  
[X Link](https://x.com/EventDrivenEddy/status/2021711910933000488)  2026-02-11T22:24Z [----] followers, [---] engagements


"RT @edzitron: Thought I remembered this guy Back in September [----] he falsified a bunch of benchmarks about his open source model which w"  
[X Link](https://x.com/EventDrivenEddy/status/2021837206504218982)  2026-02-12T06:42Z [----] followers, [---] engagements


"These margins are unsustainable; soon will be valued off FCF ex SBC The maker of Claude Code has lowered its gross profit margin outlook since the summer as costs of running its AI models rose. The maker of Claude Code has lowered its gross profit margin outlook since the summer as costs of running its AI models rose"  
[X Link](https://x.com/EventDrivenEddy/status/2022140324534178280)  2026-02-13T02:46Z [----] followers, [--] engagements


"@JaredSleeper Yeah $ZM is Anthropic proxy now because Zoom Ventures series investment Otherwise I think it would be baby out with the bath water as well candidly"  
[X Link](https://x.com/EventDrivenEddy/status/2022749327471292777)  2026-02-14T19:06Z [----] followers, [---] engagements


"I thought Androgenic was the newest Large Language Model [--] Australian TERA-CHAD Androgenic has flown to U.S and BONESMASHMAXXED in order to HUNT down the ASU frat leader and engage in a MOG-OFF to avenge Clavicular after the BRUTAL frame mog incident that took place last week 😳 https://t.co/mRn51JhfBK [--] Australian TERA-CHAD Androgenic has flown to U.S and BONESMASHMAXXED in order to HUNT down the ASU frat leader and engage in a MOG-OFF to avenge Clavicular after the BRUTAL frame mog incident that took place last week 😳 https://t.co/mRn51JhfBK"  
[X Link](https://x.com/EventDrivenEddy/status/2022784671973593094)  2026-02-14T21:27Z [----] followers, [---] engagements


"@DannyOcean555 @IdleLightkeeper George W Bush"  
[X Link](https://x.com/EventDrivenEddy/status/2023244032999059581)  2026-02-16T03:52Z [----] followers, [--] engagements


"CVC acquiring boiler room 😭😭😭 Come on man 🤧"  
[X Link](https://x.com/EventDrivenEddy/status/1883243417398038892)  2025-01-25T19:59Z [----] followers, 193.4K engagements


"@DurableCreators $CLH incinerators and hazardous waste landfills"  
[X Link](https://x.com/EventDrivenEddy/status/2020244188370194678)  2026-02-07T21:12Z [----] followers, [---] engagements


"In all honesty it would be down another 40% YTD Prevailing thought process is their data is easily replicable relative to other info svcs names I know this because this was my worst performer prior to the takeout (ugh) Look at $NIQ $FDS ytd prob decent proxy Im not saying this is right but these guys with a bunch of leverage would be easy target for shorts (who appear to be the incremental seller now) https://twitter.com/i/web/status/2020637026152853638 https://twitter.com/i/web/status/2020637026152853638"  
[X Link](https://x.com/EventDrivenEddy/status/2020637026152853638)  2026-02-08T23:13Z [----] followers, [---] engagements


"@yummyCenturyEgg @Larryjamieson_ Then why cant they use AI themselves You know that every indenture and credit agreement stipulates that you need S&P or Moodys rating You think gonna start showing up in these http://Ratingsly.ai http://Ratingsly.ai"  
[X Link](https://x.com/EventDrivenEddy/status/2021946272433816011)  2026-02-12T13:55Z [----] followers, [----] engagements


"@yummyCenturyEgg What about IHS Markit data They have the treasure trove of leveraged loan and OTC derivatives pricing and settlement date I know youve never used BVAL for your loan marks"  
[X Link](https://x.com/EventDrivenEddy/status/2022121741796225051)  2026-02-13T01:32Z [----] followers, [--] engagements


"@Degen_CPA @Jacobafwc Super gay move btw lol"  
[X Link](https://x.com/EventDrivenEddy/status/2023264605154455896)  2026-02-16T05:14Z [----] followers, [--] engagements


"@Ampeaceflag @SouthPark Youre the woke one"  
[X Link](https://x.com/EventDrivenEddy/status/1950364903404912745)  2025-07-30T01:16Z [----] followers, [----] engagements


"@ebitdaddy90 lol ok relax bud"  
[X Link](https://x.com/anyuser/status/1951793871303983273)  2025-08-02T23:54Z [----] followers, [----] engagements


"@MAGAglock @SouthPark Im a millennial republican and love it Sounds like youre just kind of a pussy that cant take a joke Triggered cancel culture incel at its finest"  
[X Link](https://x.com/EventDrivenEddy/status/1953283441253888203)  2025-08-07T02:33Z [----] followers, [---] engagements


"@iamAtheistGirl @JDVance Hes taking a JOKE you retard Because its PARODY"  
[X Link](https://x.com/EventDrivenEddy/status/1953637447486574695)  2025-08-08T02:00Z [----] followers, [---] engagements


"@litcapital Ngl that goes crazy"  
[X Link](https://x.com/EventDrivenEddy/status/1956440467425603848)  2025-08-15T19:38Z [----] followers, [----] engagements


"@Finance_Nerd_ @_HistoryNerd Sounds like a skill issue for the conquered"  
[X Link](https://x.com/EventDrivenEddy/status/1959960442488422630)  2025-08-25T12:45Z [----] followers, [----] engagements


"@churrascooooo How did the New York nihilism all of a sudden become an opportunity to dunk on nice people from the Midwest lmao God you guys fucking suck so much"  
[X Link](https://x.com/anyuser/status/1961377998432604283)  2025-08-29T10:38Z [----] followers, 22.4K engagements


"@FrozenLemonade9 @churrascooooo Love the generalizations here - as if everyone born & raised in NY doesnt make it their entire personality Leave my people out of this We dont claim him/them"  
[X Link](https://x.com/anyuser/status/1961395660990632346)  2025-08-29T11:49Z [----] followers, [----] engagements


"@TCUFootball U guys sure are getting cocky after one win against a team with a new head coach lol"  
[X Link](https://x.com/EventDrivenEddy/status/1962860312396275847)  2025-09-02T12:49Z [----] followers, 14K engagements


"@CoorsLightCEO As we know by now he played football at Amherst and is deeply defensive about New England superiority and dirt banking Everyone has their shtick"  
[X Link](https://x.com/anyuser/status/1963340862898720859)  2025-09-03T20:38Z [----] followers, [---] engagements


"@julianweisser *impossible to find a very specific high paying role with just [--] years of experience in somewhat of a softer job market Yeah buddy Ill take a dirty martini no vermouth. Keep the change"  
[X Link](https://x.com/anyuser/status/1963532241742749905)  2025-09-04T09:19Z [----] followers, [----] engagements


"@Shanemychal @mercurialmind__ @missshrey_ This might be the dumbest thing anyone has ever said"  
[X Link](https://x.com/EventDrivenEddy/status/1964318466460058055)  2025-09-06T13:23Z [----] followers, [---] engagements


"@ContrarianCurse Most realistic use case is reverse DCF to back into market growth assumptions IMO"  
[X Link](https://x.com/anyuser/status/1964529606041751766)  2025-09-07T03:22Z [----] followers, [----] engagements


"@t_billygoat @CNAnderson1998 Ya u wont get shmacked shimple You definitely never played a single down of a football before lmfao"  
[X Link](https://x.com/anyuser/status/1964720896553468080)  2025-09-07T16:02Z [----] followers, [----] engagements


"@CollegeFBonX Iron Skillet stays in Dallas mustangs by 6"  
[X Link](https://x.com/anyuser/status/1967763982904627205)  2025-09-16T01:34Z [----] followers, [----] engagements


"@WhiteSp4rrow @nikolatrevor Its about this asshole blatantly committing securities fraud being convicted of it then blatantly bribing the current administration to be let out of jail Completely ludicrous banana republic shit There are no lies being told lmao he defrauded all of his investors"  
[X Link](https://x.com/anyuser/status/1968147530849616196)  2025-09-17T02:58Z [----] followers, [---] engagements


"@nikolatrevor @philly76fan215 @BondKingJanusH1 No ones is watching your retarded revisionist propaganda lmfao"  
[X Link](https://x.com/anyuser/status/1968148101941907696)  2025-09-17T03:00Z [----] followers, [---] engagements


"@Digitaldassh @pitdesi Its revisionist propaganda There is no conspiracy theory There is no big plan to get him He committed fraud then bribery and is trying to make it seems like he didnt lmao"  
[X Link](https://x.com/EventDrivenEddy/status/1968148951896576299)  2025-09-17T03:04Z [----] followers, [---] engagements


"@Digitaldassh @pitdesi No idea how short reports work Who are you kidding This was ADMITTED FRAUD Youre fuckin retarded no saving you"  
[X Link](https://x.com/EventDrivenEddy/status/1968155066411651118)  2025-09-17T03:28Z [----] followers, [---] engagements


"@blueprintsmb22 Think this is just degrossing right Cover shorts + sell longs"  
[X Link](https://x.com/anyuser/status/1973432455714709725)  2025-10-01T16:58Z [----] followers, [----] engagements


"@MartinShkreli Zero days Wall Street experience He worked in equity-linked/convertible bond capital markets you fuckin retard 🤣🤣🤣 One thing he didnt do was cosplay as an institutional investor and end up spending time in the slammer"  
[X Link](https://x.com/anyuser/status/1975405860978589807)  2025-10-07T03:40Z [----] followers, [----] engagements


"@zerohedge OConnor was sold to your overlords Cantor Fitzgerald bud"  
[X Link](https://x.com/EventDrivenEddy/status/1975717994677600401)  2025-10-08T00:20Z [----] followers, [----] engagements


"@theodoore__ Sounds like you dont have access to the article or didnt bother to actually click on it Hes starting his own fund lmao"  
[X Link](https://x.com/anyuser/status/1975888628284100629)  2025-10-08T11:38Z [----] followers, [----] engagements


"@HighyieldHarry Zero hedge is the OG doomer slop brain rot"  
[X Link](https://x.com/EventDrivenEddy/status/1976297198846406674)  2025-10-09T14:42Z [----] followers, [----] engagements


"Nothing stopping someone from buying CDS DQ list or no The real question is who would take the other side of the CDS Not to pour gas on the JEF fire because theres a lot of misinformation going around but Ive heard anecdotally that JEF couldve been the counterparty thinking it was free money given they were doing the refi and about to get it done Then APO sabotaged the refi by leaking the fraud story to the FT (after allegedly getting info from their investment banking arm) lol Somewhat akin to the manufacturer defaults BX and Aurelius would get away with back in the day"  
[X Link](https://x.com/anyuser/status/1976436370777194673)  2025-10-09T23:55Z [----] followers, [----] engagements


"@LongOnlyLarry The VIX calls I bought like [--] months ago finally 60c in the money (did not whatsoever hedge the rest of my book lol)"  
[X Link](https://x.com/anyuser/status/1976836615076200562)  2025-10-11T02:25Z [----] followers, [----] engagements


"@DarioCpx There will certainly be lines at every Jefferies branch of people demanding their deposits Holy fuck youre retarded"  
[X Link](https://x.com/EventDrivenEddy/status/1977720821780001151)  2025-10-13T12:59Z [----] followers, [----] engagements


"@Aureliusltd28 Because half the biz is a perpetually out flowing European equities asset manager lol do some research"  
[X Link](https://x.com/EventDrivenEddy/status/1977873204883472541)  2025-10-13T23:04Z [----] followers, [---] engagements


"@LeveredVinny Being top bucket in IB is equally as gay Thank you for coming to my Ted talk"  
[X Link](https://x.com/anyuser/status/1978592504573268024)  2025-10-15T22:43Z [----] followers, [----] engagements


"@BoringBiz_ Id like to see an MD go back and forth with an AI chat bot making his own comments on a deck at 11pm"  
[X Link](https://x.com/anyuser/status/1978957333393707032)  2025-10-16T22:52Z [----] followers, [----] engagements


"@JaredKubin My aunt was a receptionist there - complete disaster. Political is a severe understatement. Cult-like. All confirmed by the book The Fund"  
[X Link](https://x.com/anyuser/status/1979578385631526915)  2025-10-18T16:00Z [----] followers, 10.5K engagements


"@mrrickjunior @Brett_McMurphy What was the score vs TCU last season"  
[X Link](https://x.com/EventDrivenEddy/status/1979700330356228189)  2025-10-19T00:05Z [----] followers, [---] engagements


"@BoringBiz_ Did you read the whole post tho"  
[X Link](https://x.com/EventDrivenEddy/status/1980673525800398855)  2025-10-21T16:32Z [----] followers, [----] engagements


"@paulswaney3 Youre kind of a being a huge bitch right now just as a heads up"  
[X Link](https://x.com/EventDrivenEddy/status/1981005735741075467)  2025-10-22T14:32Z [----] followers, [---] engagements


"@liensofnewyork Am I the only one that absolute cant stand the dumbass way to type things"  
[X Link](https://x.com/EventDrivenEddy/status/1982811875625590857)  2025-10-27T14:09Z [----] followers, [---] engagements


"Support of billionaires 🤡🤡🤡 Its support of capitalism free markets etc YOU are a performative libcuck pussy that projects hypocritical identity politics onto others to make yourself feel morally superior I think the term is virtue signaling - heres youre gold star you little twink"  
[X Link](https://x.com/EventDrivenEddy/status/1983358489477951728)  2025-10-29T02:21Z [----] followers, [---] engagements


"@GuyInFinance Very original"  
[X Link](https://x.com/anyuser/status/1983648596806525017)  2025-10-29T21:34Z [----] followers, 20.8K engagements


"@TheStalwart Downwardly mobile with degrees = my parents pay my rent in Bushwick These are the worst types of people"  
[X Link](https://x.com/EventDrivenEddy/status/1986065366418706786)  2025-11-05T13:37Z [----] followers, [----] engagements


"Yeah to be fair Eastern European telcos trade at 4x-5x Upside to numbers is completely dependent upon FX too. Constant currency growth great and all but if earnings in Hryvnia and that gets decimated vs USD doesnt really matter That all said I really like the name and have pitched it multiple times so now Im just mad I dont own"  
[X Link](https://x.com/EventDrivenEddy/status/1992027618653114788)  2025-11-22T00:29Z [----] followers, [---] engagements


"@huntforcatalyst @ACapitalLP @richtrades100 Theres some sketchy Russian oligarch that owns tons of $VEON stock"  
[X Link](https://x.com/EventDrivenEddy/status/1992029508598198654)  2025-11-22T00:36Z [----] followers, [---] engagements


"@P_Remarks @AutumnCapital We are aligned here PR (although I was short TWLO and got burned on EPS) $BRZE getting taken to the woodshed agentic e-commerce boogeyman sounds retarded what am I missing here"  
[X Link](https://x.com/EventDrivenEddy/status/2012176490385858997)  2026-01-16T14:53Z [----] followers, [---] engagements


"@tonitrades_ @zerohedge Its multiple stores in a structure called Whole Business Securitization (WBS) This is not a new concept and J Mikes are some of the better vintages"  
[X Link](https://x.com/EventDrivenEddy/status/2015979511502766104)  2026-01-27T02:45Z [----] followers, [--] engagements


"@ACapitalLP The same people that bid up rumored M&A when it hits the tape - 90% sure its algos"  
[X Link](https://x.com/EventDrivenEddy/status/2017074233440882995)  2026-01-30T03:15Z [----] followers, [---] engagements


"@nicbstme Im gonna take the under on this one big dogg"  
[X Link](https://x.com/EventDrivenEddy/status/2017348061484225022)  2026-01-30T21:23Z [----] followers, [---] engagements


"@DannyOcean555 Sir this is consumer hardlines now"  
[X Link](https://x.com/EventDrivenEddy/status/2017358761799655480)  2026-01-30T22:06Z [----] followers, [---] engagements


"@Gubloinvestor Thats $DOCU not $DOCN lol"  
[X Link](https://x.com/EventDrivenEddy/status/2017985150957560172)  2026-02-01T15:35Z [----] followers, [---] engagements


"@Tendie_Capital @evrgn11112231 @chat_SBC Oh you mean like traditional broadcasters and cable networks 😭😭😭😭 Man we really have come full circle"  
[X Link](https://x.com/EventDrivenEddy/status/2018046460588179812)  2026-02-01T19:39Z [----] followers, [---] engagements


"You should @ me next time so we can have a conversation lol For the most part companies are not buying SaaS for the incrementally better code or the UI thats not really the moat. The moat is in the form of the back end service (maintenance innovation) the reliability of function (security determinism) and ultimately the liability placed on the vendor to perform said service/function. One single expert call is not going to attest to this and is just one data point. We are in a point-and-shoot / ask questions later market where an entire sector is being tossed out. Calling a helpful IT (and"  
[X Link](https://x.com/EventDrivenEddy/status/2018836971486146935)  2026-02-04T00:00Z [----] followers, [---] engagements


"@buccocapital @kmad Look at BILL earnings"  
[X Link](https://x.com/EventDrivenEddy/status/2019623304231813412)  2026-02-06T04:04Z [----] followers, [--] engagements


"Consensus is now AI replaces X and produces Y productivity gains That is backward looking at this point lol Where do we end up when people get tired of talking to and dealing with agents What about token cost inflation after mass adoption Do we not want more humanity Are we ok without everything being perfectly optimized to the nth degree Last I checked we still do go to the mall and shop in-person. We still talk on the phone and go to bars and restaurants because we are human and value human interaction. I dont disagree with edge compute and industrial use cases but I do disagree with mass"  
[X Link](https://x.com/EventDrivenEddy/status/2019632945804308634)  2026-02-06T04:43Z [----] followers, [---] engagements


"@laroldhughes Sorry I wasnt trying to use non PC terms and get my social credit score dinged I still need to pick up my cricket loaf from the bread line 🤣🤣"  
[X Link](https://x.com/EventDrivenEddy/status/2019804588619272628)  2026-02-06T16:05Z [----] followers, [--] engagements


"And yes this is retarded Same thing happened with OAI marketing tool"  
[X Link](https://x.com/anyuser/status/2012184884002058306)  2026-01-16T15:27Z [----] followers, [---] engagements


"$FOSL looked at FLFO bonds post reorg because setup was fairly compelling recapitalized balance sheet material gross margin improvement from a number of successful initiatives and stock has ripped like 200% + ATM program helps build cash Company is exiting a good chunk of its brick-and-mortar footprint and focusing on wholesale effectively using stores as marketing 9.5% 1st Lien bonds due [----] @ [--]. Only $133mm of this tranche well covered by current assets & IP - oh yeah and theyre only redeemable at [-----] Pretty compelling yield profile for the coverage but I cant for the life of me model a"  
[X Link](https://x.com/anyuser/status/2016339891102118349)  2026-01-28T02:37Z [----] followers, [---] engagements


"Wifey had me watch the Ralph Lauren documentary last night Confirmed hes an all-time Grade A legend Good documentary too"  
[X Link](https://x.com/anyuser/status/2017777592636420168)  2026-02-01T01:50Z [----] followers, [---] engagements


"Had intern candidate list Dave Matthews Band on his resume interest section hired him and he crushed it that summer 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. 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"  
[X Link](https://x.com/EventDrivenEddy/status/2016590210469974206)  2026-01-28T19:12Z [----] followers, [---] engagements


"Theyre calling it Black Thursday for SaaS (its me Im calling it that)"  
[X Link](https://x.com/EventDrivenEddy/status/2017087779893575718)  2026-01-30T04:09Z [----] followers, [---] engagements


"SAP casting a wide net after EPS blowup last week"  
[X Link](https://x.com/anyuser/status/2017705615519346766)  2026-01-31T21:04Z [----] followers, [---] engagements


"Think its time to log off for the weekend and read a book"  
[X Link](https://x.com/EventDrivenEddy/status/2017745402674471400)  2026-01-31T23:42Z [----] followers, [---] engagements


"PM continues to equate SaaS to ClimateTech businesses in [----] - [---] His concerns over broad-based multiple compression are warranted were watching that pan out in real time But I keep circling back to the point that PV solar wind and other clean tech assets entirely business models were largely predicated on Inflation Reduction Act tax credits that never ended up panning out To me that seems like regulatory headwinds and flawed business model nobody was building a perceived better mousetrap Curious anyones thoughts here on the comparison I cant say Im on board with it but tough to make an"  
[X Link](https://x.com/EventDrivenEddy/status/2018883399688044786)  2026-02-04T03:04Z [----] followers, [---] engagements


"Gen Z calls this JesterMaxxing Nasdaq dropped 2.3% today because Anthropic added enterprise plugins to Claude. The market finally sees it. SaaS is dead. Nasdaq dropped 2.3% today because Anthropic added enterprise plugins to Claude. The market finally sees it. SaaS is dead"  
[X Link](https://x.com/EventDrivenEddy/status/2018884254684311897)  2026-02-04T03:08Z [----] followers, [---] engagements


"I'm long. I'm adding"  
[X Link](https://x.com/___M_Bison___/status/1878797512532021267)  2025-01-13T13:33Z [---] followers, [----] engagements

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