#  @AbuelaJone55290 AbuelaJonez AbuelaJonez posts on X about $geo, $pgy, $spcb, $fet the most. They currently have [--] followers and [--] posts still getting attention that total [---] engagements in the last [--] hours. ### Engagements: [---] [#](/creator/twitter::1887548881455751170/interactions)  - [--] Week [-----] +245% - [--] Month [-----] +1,809% - [--] Months [------] +2,103% ### Mentions: [--] [#](/creator/twitter::1887548881455751170/posts_active)  ### Followers: [--] [#](/creator/twitter::1887548881455751170/followers)  - [--] Week [--] -4.80% - [--] Month [--] +18% - [--] Months [--] +471% ### CreatorRank: undefined [#](/creator/twitter::1887548881455751170/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) [cryptocurrencies](/list/cryptocurrencies) [stocks](/list/stocks) [countries](/list/countries) **Social topic influence** [$geo](/topic/$geo), [$pgy](/topic/$pgy) #76, [$spcb](/topic/$spcb), [$fet](/topic/$fet), [$upst](/topic/$upst) #91, [in the](/topic/in-the), [$sofi](/topic/$sofi), [big 12](/topic/big-12), [hold](/topic/hold), [$spt](/topic/$spt) **Top accounts mentioned or mentioned by** [@bigcfinancial](/creator/undefined) [@trnrnasdaq](/creator/undefined) [@nestbetter](/creator/undefined) [@stevdaddario](/creator/undefined) [@tylerdurdon9](/creator/undefined) [@tradecnbc](/creator/undefined) [@elijahkfoster](/creator/undefined) [@thortonthrock](/creator/undefined) [@digginbrigham](/creator/undefined) [@buffalobillco](/creator/undefined) [@repzdacanes](/creator/undefined) [@trevhesinvests](/creator/undefined) [@hesabsg](/creator/undefined) [@flyeaglesfly529](/creator/undefined) [@baminvestor](/creator/undefined) [@dogesec](/creator/undefined) [@wildeye420](/creator/undefined) [@iamdtaylor](/creator/undefined) [@cryptof0xxy](/creator/undefined) [@johnric17736696](/creator/undefined) **Top assets mentioned** [The GEO Group, Inc. (GEO)](/topic/$geo) [Pagaya Technologies Ltd. Class A Ordinary Shares (PGY)](/topic/$pgy) [Fetch (FET)](/topic/$fet) [Upstart Holdings, Inc. (UPST)](/topic/$upst) [RAI Finance (SOFI)](/topic/$sofi) [SeaPad (SPT)](/topic/$spt) [Coursera, Inc. (COUR)](/topic/$cour) [Candel Therapeutics, Inc. (CADL)](/topic/$cadl) [Interactive Strength, Inc. (TRNR)](/topic/$trnr) [2025 (2025)](/topic/$2025) [Lithium Americas Corp. Common Shares (LAC)](/topic/$lac) ### Top Social Posts Top posts by engagements in the last [--] hours "@BigCFinancial @FlyEaglesFly529 @BAMinvestor @DOGE_SEC That was insane to watch. They swallowed all my buys at .98" [X Link](https://x.com/AbuelaJone55290/status/1923106385794883948) 2025-05-15T20:01Z [--] followers, [--] engagements "@Wildeye420 I wish man but they are going to continue to dilute this off the map and its heavily shorted. Would need some serious institutional and retail buying" [X Link](https://x.com/AbuelaJone55290/status/1933267289589125256) 2025-06-12T20:56Z [--] followers, [--] engagements "@RepzdaCanes Hes a former IB/PE guy. Nothing super notable. Hopefully theyve been buying the dip on $FET" [X Link](https://x.com/GirthMaster21/status/1937154889542746551) 2025-06-23T14:24Z [--] followers, [--] engagements "@RepzdaCanes Yeah I would hope that they dont try to buy more $FET unless it dips again. Im super bullish on FET as a dev who has found utility for it" [X Link](https://x.com/GirthMaster21/status/1937891445135815016) 2025-06-25T15:11Z [--] followers, [--] engagements "@TRNR_Nasdaq Never seen a public company cope before 😂 ah yes thatll hope your investors" [X Link](https://x.com/GirthMaster21/status/1938041359623143435) 2025-06-26T01:07Z [--] followers, [---] engagements "FAQ was updated regarding the shelf offering. Seems to be mostly just added insurance in the event that $FET underperforms and potential raising. This offering does not mean automatic dilution" [X Link](https://x.com/GirthMaster21/status/1939819186819321993) 2025-06-30T22:51Z [--] followers, [--] engagements "Very curious what that $FET treasury is looking like. Initial buying took place near .63-.65 and $FET is currently sitting at .88. Which is a 33% gain from initial buys. Sportstech closing 🔜 and then we takeoff" [X Link](https://x.com/GirthMaster21/status/1947309686123811265) 2025-07-21T14:56Z [--] followers, [---] engagements "Biggest checkboxes for me on earnings tomorrow: Have they made progress on $FET treasury Do they have planned monetization at some point Unaudited financials and positive guidance for Sportstech even though merger hasnt been completed synergies from wattbike🚀🚀" [X Link](https://x.com/GirthMaster21/status/1955728130917998762) 2025-08-13T20:28Z [--] followers, [---] engagements "@I_Am_DTaylor Why are you calling it ASI but the ticker name is $FET Im confused" [X Link](https://x.com/GirthMaster21/status/1957099207107715192) 2025-08-17T15:16Z [--] followers, [--] engagements "@cryptoF0XXY Pre Merger Tokenomics needs to be reinstated. The whole point of decentralized finance and projects is that there is supposed to be less bureaucracy. Instead $FET has a CEO like a stock who has diluted and increased tokens while failing to burn tokens and change $FET to $ASI" [X Link](https://x.com/GirthMaster21/status/1962743429617922347) 2025-09-02T05:04Z [--] followers, [---] engagements "Regarding the upcoming ICE contract: This business is growing at 33% YOY CAGR. $spcb" [X Link](https://x.com/GirthMaster21/status/1968501035749745133) 2025-09-18T02:23Z [--] followers, [----] engagements "Multi-vendor contract with $GEO is likely as $spcb has superior battery life and more recent tech in the EM market. Ordan alluded to PE and strategic interest in buyout. At a TTM EBITDA of $6.9m peers trade at 10-12x EV/EBiTDA" [X Link](https://x.com/GirthMaster21/status/1968508041038373070) 2025-09-18T02:51Z [--] followers, [---] engagements "Current market suggests fair value near $16 without ice contract. I would speculate buyout offers willing to take private near $20-25 share are being rejected. My [--] year price target here is $30. Bull case could warrant FV at $50. $spcb" [X Link](https://x.com/GirthMaster21/status/1968508789063303418) 2025-09-18T02:54Z [--] followers, [---] engagements "When asked by analyst is there any forward looking projections for [----]. Ordan smiled and said Right now we are bidding on projects that are much larger than the contracts that we have if those come in to place it will change everything. What could this refer to $SPCB" [X Link](https://x.com/GirthMaster21/status/1968831999180673321) 2025-09-19T00:18Z [--] followers, [----] engagements "We know ISAP ICE contract ($2Bn) is likely one of them given BI one of $GEO subsidiaries reached out to $spcb this spring. He also mentioned LA county and cook county. Harris county is surely on that list as well. The upside here is tremendous" [X Link](https://x.com/GirthMaster21/status/1968832554443616763) 2025-09-19T00:20Z [--] followers, [----] engagements "@NestBetter LAC- MAGA microchip tailwind😂 Xfor - competent pharma (usually an oxymoron) but in phase [--] POET - improves NVDA microchip efficiency and have real heavy clientele" [X Link](https://x.com/GirthMaster21/status/1970704897193742730) 2025-09-24T04:20Z [--] followers, [--] engagements "Based off my time in software PE my understanding of contract awards is that they usually follow the process: Discovery to RFI to RFP to Proof of Concept/Bakeoff off to Award. These processes can take 6-18 months from discovery" [X Link](https://x.com/GirthMaster21/status/1971019992310383027) 2025-09-25T01:12Z [--] followers, [----] engagements "I have reason to believe that BI knew of ICE intention to reopen the contract last winter/this spring. Also have reason to believe that the incumbents that $spcb replaced in Kentucky were BI ( $geo ) and STOP" [X Link](https://x.com/GirthMaster21/status/1971020495903711456) 2025-09-25T01:14Z [--] followers, [---] engagements "@JohnRic17736696 The incumbent on the ICE ISAP contract they are subsidiary of $geo" [X Link](https://x.com/GirthMaster21/status/1971223182041608680) 2025-09-25T14:40Z [--] followers, [---] engagements "Why would $geo insiders sell millions in stock a month before the ISAP contract rfp due date The estate planning doesnt hold for me because you can always reschedule sells and insiders have known since last winter about the RFI" [X Link](https://x.com/anyuser/status/1971323755592044871) 2025-09-25T21:19Z [--] followers, [----] engagements "@stevdaddario @TylerDurdon9 @NestBetter Yep its just meant to be a bridge in any case whether the extension ends next week or in a month or two. The bottom line here is that a multi vendor solution is likely. $geo knows it and $SPCB is increasingly likely to be a subcontractor" [X Link](https://x.com/GirthMaster21/status/1971390440906879481) 2025-09-26T01:44Z [--] followers, [---] engagements "@stevdaddario @TylerDurdon9 @NestBetter Disruptive innovation theory favors $SPCB as $geo becomes increasingly overweight and too heavy to update tech like they should. Even in a downside case they dominate Eastern Europe and Western Europe looks to follow. Sales team is small in the U.S. and will be a monster soon" [X Link](https://x.com/GirthMaster21/status/1971391327834370478) 2025-09-26T01:48Z [--] followers, [---] engagements "@boazdejongnl @stevdaddario @NestBetter @TylerDurdon9 Does not dispel the possibility of subcontracting imo. Good win for $GEO but never doubted they would be the prime contractor just skeptical of what % of the pie they might get" [X Link](https://x.com/GirthMaster21/status/1973133305202745783) 2025-09-30T21:10Z [--] followers, [---] engagements "$geo gave back all its gains lol" [X Link](https://x.com/anyuser/status/1973828779433996381) 2025-10-02T19:13Z [--] followers, [----] engagements "Next runner will be $cadl Youre welcome in advance" [X Link](https://x.com/anyuser/status/1975945564887159047) 2025-10-08T15:25Z [--] followers, [----] engagements "@DarkNookShop @Viralvid_89 @piersmorgan Now do their state deficit" [X Link](https://x.com/GirthMaster21/status/1985132306739466738) 2025-11-02T23:49Z [--] followers, [---] engagements "@BigCFinancial @TradeCNBC @TRNR_Nasdaq What is the benefit of having increased revenue if their margins are incredibly thin and their opex always puts them in the negative" [X Link](https://x.com/GirthMaster21/status/1989721144996606002) 2025-11-15T15:44Z [--] followers, [---] engagements "@TradeCNBC @BigCFinancial @TRNR_Nasdaq While I would tend to agree if that is the truth. They stated in their recent PR that is is on an LTM Adjusted EBITDA basis that they expect profitability. And if my guess is that that those adjustments include expected synergies they still wont be profitable on cash flow" [X Link](https://x.com/GirthMaster21/status/1989738828970795365) 2025-11-15T16:54Z [--] followers, [---] engagements "@BigCFinancial @TradeCNBC @TRNR_Nasdaq I guess Im more surprised that they acquired Wattbike and still took a $5m loss seems like really bad cost management. Like 18% Gross margins and then you have 6m in opex What are they doing😂" [X Link](https://x.com/GirthMaster21/status/1989794989006860750) 2025-11-15T20:37Z [--] followers, [---] engagements "@BigCFinancial Curious what their IR team would say about this considering their commitment to fight shorts last Feb" [X Link](https://x.com/GirthMaster21/status/1990855737048736021) 2025-11-18T18:52Z [--] followers, [--] engagements "@LOBig12 What was the Big [--] H2H record this season versus Big Ten and SEC teams" [X Link](https://x.com/GirthMaster21/status/1990978977411051840) 2025-11-19T03:02Z [--] followers, [---] engagements "@BYUGuy87 What was the H2H record for the Big [--] against the Big [--] and the SEC this year Just curious" [X Link](https://x.com/GirthMaster21/status/1990979944021914034) 2025-11-19T03:06Z [--] followers, [---] engagements "It is going to be legitimately hilarious when the SEC and Big [--] run the CFP this year again Tulane will get blown out like SMU did last year. The standard should be: [--] ACC Team [--] Big [--] teams [--] Big [--] teams [--] SEC teams" [X Link](https://x.com/anyuser/status/1991366433448817050) 2025-11-20T04:42Z [--] followers, [---] engagements "@greenwavejim Dont care much for the seeding even in March madness its almost meaningless. Also SEC having [--] teams is my ceiling. They should never have more than that" [X Link](https://x.com/GirthMaster21/status/1991373697404592631) 2025-11-20T05:11Z [--] followers, [--] engagements "Did maxim group lower their target on $trnr" [X Link](https://x.com/anyuser/status/1991519126763012350) 2025-11-20T14:48Z [--] followers, [----] engagements "@ElijahKFoster @thorton_throck @DigginBrigham Hes too old. NBA has very much become a developmental pipeline where you get drafted 18-19 to hopefully peak around 23-24 like Edwards Haliburton Barnes and Mobley. Hes too old for teams to sink money into him as an investment" [X Link](https://x.com/GirthMaster21/status/2001844463472382397) 2025-12-19T02:38Z [--] followers, [--] engagements "@ElijahKFoster @thorton_throck @DigginBrigham Its logic. By the time he gets drafted which he wont imo hell be almost [--] on a rookie contract. His rookie contract will likely be 2-3 years. Hell be [--] or [--]. Do you think hell get resigned With the new CBA Not a chance" [X Link](https://x.com/GirthMaster21/status/2001855966636376450) 2025-12-19T03:23Z [--] followers, [---] engagements "@ElijahKFoster @thorton_throck @DigginBrigham Hes gonna be a Knecht or Max Strus as his ceiling. More likely hell be in the G-league and might get called up for garbage minutes or games when everyone else is hurt" [X Link](https://x.com/GirthMaster21/status/2001856372535890028) 2025-12-19T03:25Z [--] followers, [---] engagements "@pernasresearch Sell side Valuations - PE Ops - MF PE Investing - MF PE PC" [X Link](https://x.com/GirthMaster21/status/2014465756021538999) 2026-01-22T22:30Z [--] followers, [---] engagements "Another great resource with a more rosy view but still points to potential worries: https://open.substack.com/pub/convequity/p/pagaya-from-first-loss-pain-to-forwardr=74nmps&utm_medium=ios&shareImageVariant=overlay https://open.substack.com/pub/convequity/p/pagaya-from-first-loss-pain-to-forwardr=74nmps&utm_medium=ios&shareImageVariant=overlay" [X Link](https://x.com/anyuser/status/2015557213377732706) 2026-01-25T22:47Z [--] followers, [---] engagements "Another point of concern is recent insider off loading https://www.nasdaq.com/market-activity/stocks/pgy/insider-activity https://www.nasdaq.com/market-activity/stocks/pgy/insider-activity" [X Link](https://x.com/anyuser/status/2015559239478153682) 2026-01-25T22:55Z [--] followers, [---] engagements "@trevhesinvests Feds pausing interest rates is not a positive" [X Link](https://x.com/GirthMaster21/status/2016895652555583652) 2026-01-29T15:26Z [--] followers, [---] engagements "Think we see a lot of these beaten down fintech/software stocks continue to get beaten down due to macro environment right now. Going to be some attractive buys in the next few weeks/months $pgy $sofi $upst $spt $cour" [X Link](https://x.com/anyuser/status/2017459928294625606) 2026-01-31T04:48Z [--] followers, [----] engagements "@MontanaMatos My assessment there is hesitation regarding the quality of loans on the balance sheet and the Q4 [--] operating loss was massive pointing to weakness in their underwriting edge. Management also allegedly has a questionable operating history with previous failed fintechs" [X Link](https://x.com/GirthMaster21/status/2015610391267828023) 2026-01-26T02:19Z [--] followers, [---] engagements "@BuffaloBillCo [--]. TB and Vista are not really that exposed in the short term here. This is more like a traders dilemma than a PE investors [--]. Most of the funds have a fair amount of diversification and wont post this rerating unless it becomes a long term thing" [X Link](https://x.com/GirthMaster21/status/2018834676744642696) 2026-02-03T23:51Z [--] followers, [----] engagements "@BuffaloBillCo @HESaBSG Have seen very few deal on the direct or co invest side come across my table with 1.5x Debt/ARR Ex: one this morning from a BSL was at 0.4x Debt/ARR" [X Link](https://x.com/GirthMaster21/status/2019082348130660843) 2026-02-04T16:15Z [--] followers, [--] engagements "$pgy $sofi $upst To those fearmongering delinquency rates are being propped up by student loans. Other deliquency rates are still below covid levels. Great opportunity to buy oversold companies being sold on misunderstood data" [X Link](https://x.com/anyuser/status/2021328158654705832) 2026-02-10T20:59Z [--] followers, [----] engagements "@trevhesinvests It is the investor transparency and visibility effect to some extent. $upst has committed to serious visibility and investors like the growth and transparency they see. $pgy unexpectedly guided lower yoy net income and guided towards low growth on the top line" [X Link](https://x.com/GirthMaster21/status/2021637560704151978) 2026-02-11T17:28Z [--] followers, [----] engagements "$pgy $sofi $upst To those fearmongering delinquency rates are being propped up by student loans. Other deliquency rates are still below covid levels. Great opportunity to buy oversold companies being sold on misunderstood data" [X Link](https://x.com/anyuser/status/2021328158654705832) 2026-02-10T20:59Z [--] followers, [----] engagements "Now you start to size in and then sell the run up before Q1 earnings in April $pgy" [X Link](https://x.com/anyuser/status/2020943382449881215) 2026-02-09T19:30Z [--] followers, [---] engagements "Called it $pgy Think we see a lot of these beaten down fintech/software stocks continue to get beaten down due to macro environment right now. Going to be some attractive buys in the next few weeks/months $pgy $sofi $upst $spt $cour Think we see a lot of these beaten down fintech/software stocks continue to get beaten down due to macro environment right now. Going to be some attractive buys in the next few weeks/months $pgy $sofi $upst $spt $cour" [X Link](https://x.com/anyuser/status/2018751868995088510) 2026-02-03T18:22Z [--] followers, [---] engagements "Think we see a lot of these beaten down fintech/software stocks continue to get beaten down due to macro environment right now. Going to be some attractive buys in the next few weeks/months $pgy $sofi $upst $spt $cour" [X Link](https://x.com/anyuser/status/2017459928294625606) 2026-01-31T04:48Z [--] followers, [----] engagements "How many people that own $pgy are bagholding from 25+" [X Link](https://x.com/anyuser/status/2016578305483506168) 2026-01-28T18:25Z [--] followers, [---] engagements "How are we gaining comfort with the insider sells in blocks over the last few months With sells as low as $23" [X Link](https://x.com/anyuser/status/2015569674524655829) 2026-01-25T23:37Z [--] followers, [---] engagements "For those who are bullish on $PGY but want a better understanding of bear thesis: https://iceberg-research.com/2025/02/11/pagaya-using-other-peoples-money-to-hide-massive-losses/ https://iceberg-research.com/2025/02/11/pagaya-using-other-peoples-money-to-hide-massive-losses/" [X Link](https://x.com/anyuser/status/2015552350128103487) 2026-01-25T22:28Z [--] followers, [----] engagements "Another great resource with a more rosy view but still points to potential worries: https://open.substack.com/pub/convequity/p/pagaya-from-first-loss-pain-to-forwardr=74nmps&utm_medium=ios&shareImageVariant=overlay https://open.substack.com/pub/convequity/p/pagaya-from-first-loss-pain-to-forwardr=74nmps&utm_medium=ios&shareImageVariant=overlay" [X Link](https://x.com/anyuser/status/2015557213377732706) 2026-01-25T22:47Z [--] followers, [---] engagements "Another point of concern is recent insider off loading https://www.nasdaq.com/market-activity/stocks/pgy/insider-activity https://www.nasdaq.com/market-activity/stocks/pgy/insider-activity" [X Link](https://x.com/anyuser/status/2015559239478153682) 2026-01-25T22:55Z [--] followers, [---] engagements "Does anyone have any negative takes on $PGY hearing a disproportionate amount of bulls on this one" [X Link](https://x.com/anyuser/status/2015494783058465143) 2026-01-25T18:39Z [--] followers, [---] engagements "Did maxim group lower their target on $trnr" [X Link](https://x.com/anyuser/status/1991519126763012350) 2025-11-20T14:48Z [--] followers, [----] engagements "It is going to be legitimately hilarious when the SEC and Big [--] run the CFP this year again Tulane will get blown out like SMU did last year. The standard should be: [--] ACC Team [--] Big [--] teams [--] Big [--] teams [--] SEC teams" [X Link](https://x.com/anyuser/status/1991366433448817050) 2025-11-20T04:42Z [--] followers, [---] engagements "Enjoy the New Mexico bowl BYU. Not getting in CFP after h2h losses to tech and Cincy" [X Link](https://x.com/anyuser/status/1987237153399840786) 2025-11-08T19:13Z [--] followers, [---] engagements "BYU got some diversity and finally doesnt suck at basketball. LETS GOOOO" [X Link](https://x.com/anyuser/status/1981936074101604447) 2025-10-25T04:09Z [--] followers, [----] engagements "Next runner will be $cadl Youre welcome in advance" [X Link](https://x.com/anyuser/status/1975945564887159047) 2025-10-08T15:25Z [--] followers, [----] engagements "Another banger $poet" [X Link](https://x.com/anyuser/status/1975619182764171746) 2025-10-07T17:48Z [--] followers, [----] engagements "$geo gave back all its gains lol" [X Link](https://x.com/anyuser/status/1973828779433996381) 2025-10-02T19:13Z [--] followers, [----] engagements "Sizing out of $LAC more. Beautiful six month hold" [X Link](https://x.com/anyuser/status/1973426416160219486) 2025-10-01T16:34Z [--] followers, [----] engagements "Why would $geo insiders sell millions in stock a month before the ISAP contract rfp due date The estate planning doesnt hold for me because you can always reschedule sells and insiders have known since last winter about the RFI" [X Link](https://x.com/anyuser/status/1971323755592044871) 2025-09-25T21:19Z [--] followers, [----] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@AbuelaJone55290 AbuelaJonezAbuelaJonez posts on X about $geo, $pgy, $spcb, $fet the most. They currently have [--] followers and [--] posts still getting attention that total [---] engagements in the last [--] hours.
Social category influence finance cryptocurrencies stocks countries
Social topic influence $geo, $pgy #76, $spcb, $fet, $upst #91, in the, $sofi, big 12, hold, $spt
Top accounts mentioned or mentioned by @bigcfinancial @trnrnasdaq @nestbetter @stevdaddario @tylerdurdon9 @tradecnbc @elijahkfoster @thortonthrock @digginbrigham @buffalobillco @repzdacanes @trevhesinvests @hesabsg @flyeaglesfly529 @baminvestor @dogesec @wildeye420 @iamdtaylor @cryptof0xxy @johnric17736696
Top assets mentioned The GEO Group, Inc. (GEO) Pagaya Technologies Ltd. Class A Ordinary Shares (PGY) Fetch (FET) Upstart Holdings, Inc. (UPST) RAI Finance (SOFI) SeaPad (SPT) Coursera, Inc. (COUR) Candel Therapeutics, Inc. (CADL) Interactive Strength, Inc. (TRNR) 2025 (2025) Lithium Americas Corp. Common Shares (LAC)
Top posts by engagements in the last [--] hours
"@BigCFinancial @FlyEaglesFly529 @BAMinvestor @DOGE_SEC That was insane to watch. They swallowed all my buys at .98"
X Link 2025-05-15T20:01Z [--] followers, [--] engagements
"@Wildeye420 I wish man but they are going to continue to dilute this off the map and its heavily shorted. Would need some serious institutional and retail buying"
X Link 2025-06-12T20:56Z [--] followers, [--] engagements
"@RepzdaCanes Hes a former IB/PE guy. Nothing super notable. Hopefully theyve been buying the dip on $FET"
X Link 2025-06-23T14:24Z [--] followers, [--] engagements
"@RepzdaCanes Yeah I would hope that they dont try to buy more $FET unless it dips again. Im super bullish on FET as a dev who has found utility for it"
X Link 2025-06-25T15:11Z [--] followers, [--] engagements
"@TRNR_Nasdaq Never seen a public company cope before 😂 ah yes thatll hope your investors"
X Link 2025-06-26T01:07Z [--] followers, [---] engagements
"FAQ was updated regarding the shelf offering. Seems to be mostly just added insurance in the event that $FET underperforms and potential raising. This offering does not mean automatic dilution"
X Link 2025-06-30T22:51Z [--] followers, [--] engagements
"Very curious what that $FET treasury is looking like. Initial buying took place near .63-.65 and $FET is currently sitting at .88. Which is a 33% gain from initial buys. Sportstech closing 🔜 and then we takeoff"
X Link 2025-07-21T14:56Z [--] followers, [---] engagements
"Biggest checkboxes for me on earnings tomorrow: Have they made progress on $FET treasury Do they have planned monetization at some point Unaudited financials and positive guidance for Sportstech even though merger hasnt been completed synergies from wattbike🚀🚀"
X Link 2025-08-13T20:28Z [--] followers, [---] engagements
"@I_Am_DTaylor Why are you calling it ASI but the ticker name is $FET Im confused"
X Link 2025-08-17T15:16Z [--] followers, [--] engagements
"@cryptoF0XXY Pre Merger Tokenomics needs to be reinstated. The whole point of decentralized finance and projects is that there is supposed to be less bureaucracy. Instead $FET has a CEO like a stock who has diluted and increased tokens while failing to burn tokens and change $FET to $ASI"
X Link 2025-09-02T05:04Z [--] followers, [---] engagements
"Regarding the upcoming ICE contract: This business is growing at 33% YOY CAGR. $spcb"
X Link 2025-09-18T02:23Z [--] followers, [----] engagements
"Multi-vendor contract with $GEO is likely as $spcb has superior battery life and more recent tech in the EM market. Ordan alluded to PE and strategic interest in buyout. At a TTM EBITDA of $6.9m peers trade at 10-12x EV/EBiTDA"
X Link 2025-09-18T02:51Z [--] followers, [---] engagements
"Current market suggests fair value near $16 without ice contract. I would speculate buyout offers willing to take private near $20-25 share are being rejected. My [--] year price target here is $30. Bull case could warrant FV at $50. $spcb"
X Link 2025-09-18T02:54Z [--] followers, [---] engagements
"When asked by analyst is there any forward looking projections for [----]. Ordan smiled and said Right now we are bidding on projects that are much larger than the contracts that we have if those come in to place it will change everything. What could this refer to $SPCB"
X Link 2025-09-19T00:18Z [--] followers, [----] engagements
"We know ISAP ICE contract ($2Bn) is likely one of them given BI one of $GEO subsidiaries reached out to $spcb this spring. He also mentioned LA county and cook county. Harris county is surely on that list as well. The upside here is tremendous"
X Link 2025-09-19T00:20Z [--] followers, [----] engagements
"@NestBetter LAC- MAGA microchip tailwind😂 Xfor - competent pharma (usually an oxymoron) but in phase [--] POET - improves NVDA microchip efficiency and have real heavy clientele"
X Link 2025-09-24T04:20Z [--] followers, [--] engagements
"Based off my time in software PE my understanding of contract awards is that they usually follow the process: Discovery to RFI to RFP to Proof of Concept/Bakeoff off to Award. These processes can take 6-18 months from discovery"
X Link 2025-09-25T01:12Z [--] followers, [----] engagements
"I have reason to believe that BI knew of ICE intention to reopen the contract last winter/this spring. Also have reason to believe that the incumbents that $spcb replaced in Kentucky were BI ( $geo ) and STOP"
X Link 2025-09-25T01:14Z [--] followers, [---] engagements
"@JohnRic17736696 The incumbent on the ICE ISAP contract they are subsidiary of $geo"
X Link 2025-09-25T14:40Z [--] followers, [---] engagements
"Why would $geo insiders sell millions in stock a month before the ISAP contract rfp due date The estate planning doesnt hold for me because you can always reschedule sells and insiders have known since last winter about the RFI"
X Link 2025-09-25T21:19Z [--] followers, [----] engagements
"@stevdaddario @TylerDurdon9 @NestBetter Yep its just meant to be a bridge in any case whether the extension ends next week or in a month or two. The bottom line here is that a multi vendor solution is likely. $geo knows it and $SPCB is increasingly likely to be a subcontractor"
X Link 2025-09-26T01:44Z [--] followers, [---] engagements
"@stevdaddario @TylerDurdon9 @NestBetter Disruptive innovation theory favors $SPCB as $geo becomes increasingly overweight and too heavy to update tech like they should. Even in a downside case they dominate Eastern Europe and Western Europe looks to follow. Sales team is small in the U.S. and will be a monster soon"
X Link 2025-09-26T01:48Z [--] followers, [---] engagements
"@boazdejongnl @stevdaddario @NestBetter @TylerDurdon9 Does not dispel the possibility of subcontracting imo. Good win for $GEO but never doubted they would be the prime contractor just skeptical of what % of the pie they might get"
X Link 2025-09-30T21:10Z [--] followers, [---] engagements
"$geo gave back all its gains lol"
X Link 2025-10-02T19:13Z [--] followers, [----] engagements
"Next runner will be $cadl Youre welcome in advance"
X Link 2025-10-08T15:25Z [--] followers, [----] engagements
"@DarkNookShop @Viralvid_89 @piersmorgan Now do their state deficit"
X Link 2025-11-02T23:49Z [--] followers, [---] engagements
"@BigCFinancial @TradeCNBC @TRNR_Nasdaq What is the benefit of having increased revenue if their margins are incredibly thin and their opex always puts them in the negative"
X Link 2025-11-15T15:44Z [--] followers, [---] engagements
"@TradeCNBC @BigCFinancial @TRNR_Nasdaq While I would tend to agree if that is the truth. They stated in their recent PR that is is on an LTM Adjusted EBITDA basis that they expect profitability. And if my guess is that that those adjustments include expected synergies they still wont be profitable on cash flow"
X Link 2025-11-15T16:54Z [--] followers, [---] engagements
"@BigCFinancial @TradeCNBC @TRNR_Nasdaq I guess Im more surprised that they acquired Wattbike and still took a $5m loss seems like really bad cost management. Like 18% Gross margins and then you have 6m in opex What are they doing😂"
X Link 2025-11-15T20:37Z [--] followers, [---] engagements
"@BigCFinancial Curious what their IR team would say about this considering their commitment to fight shorts last Feb"
X Link 2025-11-18T18:52Z [--] followers, [--] engagements
"@LOBig12 What was the Big [--] H2H record this season versus Big Ten and SEC teams"
X Link 2025-11-19T03:02Z [--] followers, [---] engagements
"@BYUGuy87 What was the H2H record for the Big [--] against the Big [--] and the SEC this year Just curious"
X Link 2025-11-19T03:06Z [--] followers, [---] engagements
"It is going to be legitimately hilarious when the SEC and Big [--] run the CFP this year again Tulane will get blown out like SMU did last year. The standard should be: [--] ACC Team [--] Big [--] teams [--] Big [--] teams [--] SEC teams"
X Link 2025-11-20T04:42Z [--] followers, [---] engagements
"@greenwavejim Dont care much for the seeding even in March madness its almost meaningless. Also SEC having [--] teams is my ceiling. They should never have more than that"
X Link 2025-11-20T05:11Z [--] followers, [--] engagements
"Did maxim group lower their target on $trnr"
X Link 2025-11-20T14:48Z [--] followers, [----] engagements
"@ElijahKFoster @thorton_throck @DigginBrigham Hes too old. NBA has very much become a developmental pipeline where you get drafted 18-19 to hopefully peak around 23-24 like Edwards Haliburton Barnes and Mobley. Hes too old for teams to sink money into him as an investment"
X Link 2025-12-19T02:38Z [--] followers, [--] engagements
"@ElijahKFoster @thorton_throck @DigginBrigham Its logic. By the time he gets drafted which he wont imo hell be almost [--] on a rookie contract. His rookie contract will likely be 2-3 years. Hell be [--] or [--]. Do you think hell get resigned With the new CBA Not a chance"
X Link 2025-12-19T03:23Z [--] followers, [---] engagements
"@ElijahKFoster @thorton_throck @DigginBrigham Hes gonna be a Knecht or Max Strus as his ceiling. More likely hell be in the G-league and might get called up for garbage minutes or games when everyone else is hurt"
X Link 2025-12-19T03:25Z [--] followers, [---] engagements
"@pernasresearch Sell side Valuations - PE Ops - MF PE Investing - MF PE PC"
X Link 2026-01-22T22:30Z [--] followers, [---] engagements
"Another great resource with a more rosy view but still points to potential worries: https://open.substack.com/pub/convequity/p/pagaya-from-first-loss-pain-to-forwardr=74nmps&utm_medium=ios&shareImageVariant=overlay https://open.substack.com/pub/convequity/p/pagaya-from-first-loss-pain-to-forwardr=74nmps&utm_medium=ios&shareImageVariant=overlay"
X Link 2026-01-25T22:47Z [--] followers, [---] engagements
"Another point of concern is recent insider off loading https://www.nasdaq.com/market-activity/stocks/pgy/insider-activity https://www.nasdaq.com/market-activity/stocks/pgy/insider-activity"
X Link 2026-01-25T22:55Z [--] followers, [---] engagements
"@trevhesinvests Feds pausing interest rates is not a positive"
X Link 2026-01-29T15:26Z [--] followers, [---] engagements
"Think we see a lot of these beaten down fintech/software stocks continue to get beaten down due to macro environment right now. Going to be some attractive buys in the next few weeks/months $pgy $sofi $upst $spt $cour"
X Link 2026-01-31T04:48Z [--] followers, [----] engagements
"@MontanaMatos My assessment there is hesitation regarding the quality of loans on the balance sheet and the Q4 [--] operating loss was massive pointing to weakness in their underwriting edge. Management also allegedly has a questionable operating history with previous failed fintechs"
X Link 2026-01-26T02:19Z [--] followers, [---] engagements
"@BuffaloBillCo [--]. TB and Vista are not really that exposed in the short term here. This is more like a traders dilemma than a PE investors [--]. Most of the funds have a fair amount of diversification and wont post this rerating unless it becomes a long term thing"
X Link 2026-02-03T23:51Z [--] followers, [----] engagements
"@BuffaloBillCo @HESaBSG Have seen very few deal on the direct or co invest side come across my table with 1.5x Debt/ARR Ex: one this morning from a BSL was at 0.4x Debt/ARR"
X Link 2026-02-04T16:15Z [--] followers, [--] engagements
"$pgy $sofi $upst To those fearmongering delinquency rates are being propped up by student loans. Other deliquency rates are still below covid levels. Great opportunity to buy oversold companies being sold on misunderstood data"
X Link 2026-02-10T20:59Z [--] followers, [----] engagements
"@trevhesinvests It is the investor transparency and visibility effect to some extent. $upst has committed to serious visibility and investors like the growth and transparency they see. $pgy unexpectedly guided lower yoy net income and guided towards low growth on the top line"
X Link 2026-02-11T17:28Z [--] followers, [----] engagements
"$pgy $sofi $upst To those fearmongering delinquency rates are being propped up by student loans. Other deliquency rates are still below covid levels. Great opportunity to buy oversold companies being sold on misunderstood data"
X Link 2026-02-10T20:59Z [--] followers, [----] engagements
"Now you start to size in and then sell the run up before Q1 earnings in April $pgy"
X Link 2026-02-09T19:30Z [--] followers, [---] engagements
"Called it $pgy Think we see a lot of these beaten down fintech/software stocks continue to get beaten down due to macro environment right now. Going to be some attractive buys in the next few weeks/months $pgy $sofi $upst $spt $cour Think we see a lot of these beaten down fintech/software stocks continue to get beaten down due to macro environment right now. Going to be some attractive buys in the next few weeks/months $pgy $sofi $upst $spt $cour"
X Link 2026-02-03T18:22Z [--] followers, [---] engagements
"Think we see a lot of these beaten down fintech/software stocks continue to get beaten down due to macro environment right now. Going to be some attractive buys in the next few weeks/months $pgy $sofi $upst $spt $cour"
X Link 2026-01-31T04:48Z [--] followers, [----] engagements
"How many people that own $pgy are bagholding from 25+"
X Link 2026-01-28T18:25Z [--] followers, [---] engagements
"How are we gaining comfort with the insider sells in blocks over the last few months With sells as low as $23"
X Link 2026-01-25T23:37Z [--] followers, [---] engagements
"For those who are bullish on $PGY but want a better understanding of bear thesis: https://iceberg-research.com/2025/02/11/pagaya-using-other-peoples-money-to-hide-massive-losses/ https://iceberg-research.com/2025/02/11/pagaya-using-other-peoples-money-to-hide-massive-losses/"
X Link 2026-01-25T22:28Z [--] followers, [----] engagements
"Another great resource with a more rosy view but still points to potential worries: https://open.substack.com/pub/convequity/p/pagaya-from-first-loss-pain-to-forwardr=74nmps&utm_medium=ios&shareImageVariant=overlay https://open.substack.com/pub/convequity/p/pagaya-from-first-loss-pain-to-forwardr=74nmps&utm_medium=ios&shareImageVariant=overlay"
X Link 2026-01-25T22:47Z [--] followers, [---] engagements
"Another point of concern is recent insider off loading https://www.nasdaq.com/market-activity/stocks/pgy/insider-activity https://www.nasdaq.com/market-activity/stocks/pgy/insider-activity"
X Link 2026-01-25T22:55Z [--] followers, [---] engagements
"Does anyone have any negative takes on $PGY hearing a disproportionate amount of bulls on this one"
X Link 2026-01-25T18:39Z [--] followers, [---] engagements
"Did maxim group lower their target on $trnr"
X Link 2025-11-20T14:48Z [--] followers, [----] engagements
"It is going to be legitimately hilarious when the SEC and Big [--] run the CFP this year again Tulane will get blown out like SMU did last year. The standard should be: [--] ACC Team [--] Big [--] teams [--] Big [--] teams [--] SEC teams"
X Link 2025-11-20T04:42Z [--] followers, [---] engagements
"Enjoy the New Mexico bowl BYU. Not getting in CFP after h2h losses to tech and Cincy"
X Link 2025-11-08T19:13Z [--] followers, [---] engagements
"BYU got some diversity and finally doesnt suck at basketball. LETS GOOOO"
X Link 2025-10-25T04:09Z [--] followers, [----] engagements
"Next runner will be $cadl Youre welcome in advance"
X Link 2025-10-08T15:25Z [--] followers, [----] engagements
"Another banger $poet"
X Link 2025-10-07T17:48Z [--] followers, [----] engagements
"$geo gave back all its gains lol"
X Link 2025-10-02T19:13Z [--] followers, [----] engagements
"Sizing out of $LAC more. Beautiful six month hold"
X Link 2025-10-01T16:34Z [--] followers, [----] engagements
"Why would $geo insiders sell millions in stock a month before the ISAP contract rfp due date The estate planning doesnt hold for me because you can always reschedule sells and insiders have known since last winter about the RFI"
X Link 2025-09-25T21:19Z [--] followers, [----] engagements
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