# ![@ACapitalLP Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1464723042005917705.png) @ACapitalLP A Capital

A Capital posts on X about ai, $umg, spacex, $sats the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::1464723042005917705/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1464723042005917705/c:line/m:interactions.svg)


### Mentions: [--] [#](/creator/twitter::1464723042005917705/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1464723042005917705/c:line/m:posts_active.svg)


### Followers: [------] [#](/creator/twitter::1464723042005917705/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1464723042005917705/c:line/m:followers.svg)


### CreatorRank: [-------] [#](/creator/twitter::1464723042005917705/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1464723042005917705/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  #5561 [finance](/list/finance)  22.96% [technology brands](/list/technology-brands)  14.81% [cryptocurrencies](/list/cryptocurrencies)  10.37% [luxury brands](/list/luxury-brands)  5.19% [automotive brands](/list/automotive-brands)  5.19% [celebrities](/list/celebrities)  1.48% [exchanges](/list/exchanges)  1.48% [travel destinations](/list/travel-destinations)  1.48% [currencies](/list/currencies)  0.74%

**Social topic influence**
[ai](/topic/ai) 12.59%, [$umg](/topic/$umg) #1, [spacex](/topic/spacex) 6.67%, [$sats](/topic/$sats) 6.67%, [sats](/topic/sats) 5.93%, [ipo](/topic/ipo) 4.44%, [xai](/topic/xai) 4.44%, [$tln](/topic/$tln) #12, [$race](/topic/$race) #2033, [$exoas](/topic/$exoas) #4

**Top accounts mentioned or mentioned by**
[@grok](/creator/undefined) [@adjebitdax](/creator/undefined) [@origoinvest](/creator/undefined) [@dayetweets](/creator/undefined) [@mrmojorisinx](/creator/undefined) [@sehajfund](/creator/undefined) [@dunkrugering](/creator/undefined) [@_seandavid](/creator/undefined) [@stephane_dubail](/creator/undefined) [@jackson_jo96163](/creator/undefined) [@stephanedubail](/creator/undefined) [@kf10075](/creator/undefined) [@thehonestticker](/creator/undefined) [@thebenschmark](/creator/undefined) [@logicalthesis](/creator/undefined) [@southernvalue95](/creator/undefined) [@negligible_cap](/creator/undefined) [@anidesh7](/creator/undefined) [@surfshopcapital](/creator/undefined) [@rodalzmann](/creator/undefined)

**Top assets mentioned**
[SATS (Ordinals) (SATS)](/topic/$sats) [TALEN ENERGY CORP  (DE) (TLN)](/topic/$tln) [Ferrari N.V. (RACE)](/topic/$race) [PG&E, Corp. (PCG)](/topic/$pcg) [Freeport-McMoRan Inc (FCX)](/topic/$fcx) [Kyndryl Holdings, Inc. (KD)](/topic/$kd) [NextDecade Corporation Common Stock (NEXT)](/topic/$next) [Core Scientific, Inc. Common Stock (CORZ)](/topic/$corz) [Trump Derangement Syndrome (TDS)](/topic/$tds) [KBR, Inc. (KBR)](/topic/$kbr) [Beldex (BDX)](/topic/$bdx) [Wat (WAT)](/topic/$wat) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Warner Music Group Corp. (WMG)](/topic/$wmg) [IAC/InterActiveCorp Common Stock (IAC)](/topic/$iac) [MGM Resorts International (MGM)](/topic/$mgm) [Versant Media Group, Inc. Class A Common Stock (VSNT)](/topic/$vsnt) [Docusign Inc (DOCU)](/topic/$docu) [Braze Inc. (BRZE)](/topic/$brze) [Viasat Inc (VSAT)](/topic/$vsat) [monday.com Ltd. (MNDY)](/topic/$mndy) [Norwegian Cruise Line Holdings, Ltd. (NCLH)](/topic/$nclh) [DigitalBridge Group, Inc. (DBRG)](/topic/$dbrg) [Warner Bros Discovery, Inc. (WBD)](/topic/$wbd) [Hawaiian Electric Industries, Inc. (HE)](/topic/$he) [Ziff Davis, Inc. Common Stock (ZD)](/topic/$zd) [DraftKings Inc. Class A Common Stock (DKNG)](/topic/$dkng)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Hit ratio matters. A sign of maturity is admitting when youre wrong. Thesis break bad trade narrative shift whatever you want to call it. Nobody bats [-----] I got $NEXT wrong $HPP wrong and even that $ALTS Trump meme coin thing. It happens. What I care about is whether my batting average is remarkable and whether my winners are bigger than my losers. The people who cant break up with a stock and move on either dont have real money on the line or shouldnt be managing it. First lesson in business: dont get emotional about a tickerit clouds the judgement."  
[X Link](https://x.com/ACapitalLP/status/2022409634607247611)  2026-02-13T20:36Z 11.4K followers, [----] engagements


"Weekly Reminder: At the end of the day the only thing that matters is P&L. If anyone or anything gets in the way of that tell them to fly a kite. At the end of the day the only thing that matters is P&L. If anyone or anything gets in the way of that tell them to fly a kite"  
[X Link](https://x.com/ACapitalLP/status/2023750307751301283)  2026-02-17T13:24Z 11.4K followers, [----] engagements


"Elliotts getting very good at these PowerPoints $NCLH Wen podcast https://elliottletters.com/wp-content/uploads/Norwegian-Now.pdf https://elliottletters.com/wp-content/uploads/Norwegian-Now.pdf"  
[X Link](https://x.com/ACapitalLP/status/2023914144785711436)  2026-02-18T00:15Z 11.4K followers, 37.7K engagements


"Whats your best catalyst special situation idea These are situations where a  can meaningfully change fundamentals or intrinsic value. Not vibes. Not patience. A . Examples: $CORZ - New hyperscale customer announcement. Management has guided to securing a tenant before the next earnings call which would materially change revenue visibility and the HPC narrative. $QURE - AMT-130 regulatory path clarity. Either a defined plan forward or not. Binary implications for probability weighted value. $ABUS - LNP litigation against $MRNA. Summary judgment and the jury trial are real resolution events"  
[X Link](https://x.com/ACapitalLP/status/2004944734653927766)  2025-12-27T15:57Z 11.4K followers, 15.8K engagements


"Where does the SoftBank / $DBRG deal actually shake out $DBRG trades at 11x FRE today. Peers clear high-teens to low-20s. Even a modest re-rate to 1618x implies mid-$20s equity before assigning any value to Switch carry or platform optionality *SOFTBANK IS SAID TO NEAR DEAL FOR INVESTMENT FIRM DIGITALBRIDGE $DBRG https://t.co/RkPWrlvomt *SOFTBANK IS SAID TO NEAR DEAL FOR INVESTMENT FIRM DIGITALBRIDGE $DBRG https://t.co/RkPWrlvomt"  
[X Link](https://x.com/ACapitalLP/status/2005621372374938095)  2025-12-29T12:46Z 11.3K followers, 12K engagements


"Do you see it Ellison gets $WBD at $32 Stop the Netflix Cultural Takeover: https://t.co/u3sAkxHJsk Stop the Netflix Cultural Takeover: https://t.co/u3sAkxHJsk"  
[X Link](https://x.com/ACapitalLP/status/2010414391439786075)  2026-01-11T18:11Z 11.4K followers, [----] engagements


"What do we think about $HE / $PCG @anidesh7"  
[X Link](https://x.com/ACapitalLP/status/2010890696656380218)  2026-01-13T01:44Z 11.3K followers, [----] engagements


"@SpecSitsCapMgmt Thoughts on $VIV.FP here considering current discount and upcoming $UMG US listing"  
[X Link](https://x.com/ACapitalLP/status/2011228970071552224)  2026-01-14T00:08Z 11.4K followers, [---] engagements


"Sounds good to me. $TDS Financial engineering.Array Digital ( AD )declares $10.25cash distribution per shr to holders of which TDS (owns 80+%) and files consolidated tax returnAD closed $53.65 TDS as 80%owner pays no federal tax AND gets any tax AD owes re asset sale same cash dynamics in [----] Financial engineering.Array Digital ( AD )declares $10.25cash distribution per shr to holders of which TDS (owns 80+%) and files consolidated tax returnAD closed $53.65 TDS as 80%owner pays no federal tax AND gets any tax AD owes re asset sale same cash dynamics in 2025"  
[X Link](https://x.com/ACapitalLP/status/2011234710438003185)  2026-01-14T00:31Z 11.3K followers, [----] engagements


"Might want to own some investment banking / capital markets stocks NYT: [----] could be a mega IPO year. SpaceX has interviewed banks for a listing and OpenAI + Anthropic have taken early steps by contacting law firm in December. NYT says Anthropic is in talks near a $350B value OpenAI $500B and SpaceX $800B. Timing is still uncertain. https://t.co/CksCS5dhsU NYT: [----] could be a mega IPO year. SpaceX has interviewed banks for a listing and OpenAI + Anthropic have taken early steps by contacting law firm in December. NYT says Anthropic is in talks near a $350B value OpenAI $500B and SpaceX"  
[X Link](https://x.com/ACapitalLP/status/2011567493048123418)  2026-01-14T22:33Z 11.3K followers, [----] engagements


"$ZD is another interesting one this is the old j2 Global $JCOM Ziff Davis - $ZD Top Value Trap in digital media. Trades 3.1x [--] EBITDA. Market thinks AI has impaired the business so much so that the math points to a discount of seventy percent on Ziffs Cash. A seventy percent discount on Cash. Naturally CEO Vivek Shah disagrees. Ziff Davis - $ZD Top Value Trap in digital media. Trades 3.1x [--] EBITDA. Market thinks AI has impaired the business so much so that the math points to a discount of seventy percent on Ziffs Cash. A seventy percent discount on Cash. Naturally CEO Vivek Shah disagrees"  
[X Link](https://x.com/ACapitalLP/status/2012744359976878165)  2026-01-18T04:30Z 11.3K followers, [----] engagements


"The $BDX RemainCo (ex $WAT stake) is now trading 10x Do you see it"  
[X Link](https://x.com/ACapitalLP/status/2014719722240045180)  2026-01-23T15:19Z 11.3K followers, [----] engagements


"Meet my new junior Claude. Zero sleep requirements perfect formatting and somehow teaches me French between turns. Drawback: cant pick up the Sweetgreen order yet. Claude Getting GOOD: $DKNG Data Tracker All the buzz on X seems to be about Claude lately (Claude Code Claude Cowork Claude Excel) so I threw Claude Max this request this morning: This was my entire prompt and what I will show you below took me about [--] minutes. I didn't https://t.co/ZuEvmzfq7B Claude Getting GOOD: $DKNG Data Tracker All the buzz on X seems to be about Claude lately (Claude Code Claude Cowork Claude Excel) so I"  
[X Link](https://x.com/ACapitalLP/status/2015417981757510022)  2026-01-25T13:34Z 11.4K followers, 20K engagements


"I dont think the Google backstop and imminent customer addition is priced in yet $CORZ 🤷♂ $CORZ A major investor in Core Scientific says the firm will lease [---] megawatts to new clients this year; deals would demonstrate durable demand for data centres and that AI in a in a boom not a bubble $CORZ A major investor in Core Scientific says the firm will lease [---] megawatts to new clients this year; deals would demonstrate durable demand for data centres and that AI in a in a boom not a bubble"  
[X Link](https://x.com/ACapitalLP/status/2016119728247291992)  2026-01-27T12:02Z 11.3K followers, [----] engagements


"$TDS getting smoked with Telcos today Opportunity We've regrettably gotten a lot of criticism for our $TDS fair value of $68 instead of one digit higher or one digit lower. Sorry we had to stay true to our valuation methodologies We've regrettably gotten a lot of criticism for our $TDS fair value of $68 instead of one digit higher or one digit lower. Sorry we had to stay true to our valuation methodologies"  
[X Link](https://x.com/ACapitalLP/status/2016175492714356909)  2026-01-27T15:44Z 11.4K followers, [----] engagements


"Anyone hearing anything $NN"  
[X Link](https://x.com/ACapitalLP/status/2016216186854248872)  2026-01-27T18:26Z 11.3K followers, [----] engagements


"Paul - you seem like a thoughtful guy but $WW is down 42% in January alone. At what point does risk management dictate trimming or exiting the position I know its hard to walk away from names youve put real work into (see $HPP / $NEXT for me) but how are you framing the risk here https://twitter.com/i/web/status/2016678956779418031 https://twitter.com/i/web/status/2016678956779418031"  
[X Link](https://x.com/ACapitalLP/status/2016678956779418031)  2026-01-29T01:05Z 11.4K followers, [----] engagements


"Anyone looking at $NOK Seems like an interesting pivot/turnaround story $NOK $NOKIA Q4 [----] earnings: The AI Pivot Begins to Pay Off Backed by NVIDIA Nokia closed FY25 with a clear signal that its strategic pivot is working. Q4 Comparable Net Sales grew 3% (constant currency) driven by a massive 17% surge in Optical Networksdirect validation of $NOK $NOKIA Q4 [----] earnings: The AI Pivot Begins to Pay Off Backed by NVIDIA Nokia closed FY25 with a clear signal that its strategic pivot is working. Q4 Comparable Net Sales grew 3% (constant currency) driven by a massive 17% surge in Optical"  
[X Link](https://x.com/ACapitalLP/status/2016944583268069475)  2026-01-29T18:40Z 11.3K followers, [----] engagements


"Genuine market structure question: whos actually selling $SATS immediately when xAI / SpaceX headlines hit Is it automated/event-driven flows reacting to dilution heuristics or discretionary sellers with a view Trying to understand the mechanics of the initial move"  
[X Link](https://x.com/ACapitalLP/status/2017023803520369037)  2026-01-29T23:55Z 11.3K followers, [----] engagements


"$TLN When life gives you entry points 📈📉📈📉"  
[X Link](https://x.com/ACapitalLP/status/2017270391375265912)  2026-01-30T16:15Z 11.4K followers, [----] engagements


"How is $PCG not asymmetric R/R here Youve got SB [---] Phase II wildfire report coming up (4/1/26) and if its even mildly constructive the stock rerates into the low $20s. If it disappoints the downside feels like 1015% Meanwhile youre buying it at a massive discount to the comp set despite some of the best rate base and EPS growth in regulated utilities"  
[X Link](https://x.com/ACapitalLP/status/2017711434252067034)  2026-01-31T21:27Z 11.4K followers, [----] engagements


"$SATS to $200+ Do you see it @Gfilche @SpaceX @xai For the combined Im a buyer up to $10tr @Gfilche @SpaceX @xai For the combined Im a buyer up to $10tr"  
[X Link](https://x.com/ACapitalLP/status/2017754068999893413)  2026-02-01T00:17Z 11.3K followers, [----] engagements


"Is $ELME interesting at these levels Disappointment continues at $ELME with a downward revision of liquidation distributions after missing the initial distribution figure. FWIW the [--] Class B MD / ATL assets they expect to sell imminently are at a 6.6% cap rate. https://t.co/X8VFOVU7I9 Disappointment continues at $ELME with a downward revision of liquidation distributions after missing the initial distribution figure. FWIW the [--] Class B MD / ATL assets they expect to sell imminently are at a 6.6% cap rate. https://t.co/X8VFOVU7I9"  
[X Link](https://x.com/ACapitalLP/status/2018142843865346411)  2026-02-02T02:02Z 11.4K followers, [----] engagements


"Jane Street Algo upon seeing the $SATS / xAI headline: *SPACEX IS SAID TO BE IN ADVANCED TALKS TO COMBINE WITH XAI Elon Musks empire consolidation begins. https://t.co/rIROurvhK3 *SPACEX IS SAID TO BE IN ADVANCED TALKS TO COMBINE WITH XAI Elon Musks empire consolidation begins. https://t.co/rIROurvhK3"  
[X Link](https://x.com/ACapitalLP/status/2018288293943673287)  2026-02-02T11:40Z 11.3K followers, [----] engagements


"$TLN is trading at basically the same level it was right before the July [--] PJM auction and before the two follow-on M&A deals that materially expanded its PJM footprint. Markets acting like none of that happened. Opportunity"  
[X Link](https://x.com/ACapitalLP/status/2018366293125054482)  2026-02-02T16:49Z 11.3K followers, [----] engagements


"@SurfShopCapital Didnt realize you ate lunch at Casa Cipriani"  
[X Link](https://x.com/ACapitalLP/status/2018415595536933209)  2026-02-02T20:05Z 11.3K followers, [--] engagements


"Woohoo $SATS SPACEX ACQUIRED XAI VALUING SPACEX AT $1 TRILLION AND XAI AT $250 BILLION - SOURCE SPACEX ACQUIRED XAI VALUING SPACEX AT $1 TRILLION AND XAI AT $250 BILLION - SOURCE"  
[X Link](https://x.com/ACapitalLP/status/2018466811688423720)  2026-02-02T23:29Z 11.3K followers, [----] engagements


"Hey @grok what does a one-way vertical drop on heavy volume at the open with no news usually mean for a stock listed on NYSE Euronext like $UMG"  
[X Link](https://x.com/ACapitalLP/status/2018643731885482194)  2026-02-03T11:12Z 11.4K followers, [----] engagements


"@stephane_dubail @dayetweets @grok https://x.com/acapitallp/status/2018648155072729314 @stephane_dubail @grok Yes its definitely an AI Risk theme today in Europe $PUB.FP $DATA.LN $WKL.AS $HAVAS.AS https://t.co/wJZRgdLR3s https://x.com/acapitallp/status/2018648155072729314 @stephane_dubail @grok Yes its definitely an AI Risk theme today in Europe $PUB.FP $DATA.LN $WKL.AS $HAVAS.AS https://t.co/wJZRgdLR3s"  
[X Link](https://x.com/ACapitalLP/status/2018718411660947459)  2026-02-03T16:09Z 11.3K followers, [---] engagements


"Interesting - so if there is an overreaction related to private credit in some of the names that arent private credit it could be an opportunity"  
[X Link](https://x.com/ACapitalLP/status/2018746893593940106)  2026-02-03T18:02Z 11.3K followers, [----] engagements


"$SATS BREAKING: SpaceX advisers have reached out to major index providers including Nasdaq to discuss how SpaceX can join key indexes sooner than normal per WSJ. SpaceX might be joining the S&P [---] very soon. BREAKING: SpaceX advisers have reached out to major index providers including Nasdaq to discuss how SpaceX can join key indexes sooner than normal per WSJ. SpaceX might be joining the S&P [---] very soon"  
[X Link](https://x.com/ACapitalLP/status/2019210307986403422)  2026-02-05T00:43Z 11.3K followers, [----] engagements


"Spent some time digging into $UMG and the AI bear thesis makes zero sense. Nobody wants to listen to fully AI-generated music. The real tailwind is AI as a tool (what we used to call mash-ups) letting users remix speed up and rework iconic songs and ping the catalogue (pay the toll) even more Downside protection from an irreplaceable legally protected asset plus a US listing catalyst Yes please. https://twitter.com/i/web/status/2019388708764463402 https://twitter.com/i/web/status/2019388708764463402"  
[X Link](https://x.com/ACapitalLP/status/2019388708764463402)  2026-02-05T12:32Z 11.4K followers, [----] engagements


"Marked safe and uncorrelated from momentum unwind $PCG How is $PCG not asymmetric R/R here Youve got SB [---] Phase II wildfire report coming up (4/1/26) and if its even mildly constructive the stock rerates into the low $20s. If it disappoints the downside feels like 1015% Meanwhile youre buying it at a massive discount https://t.co/VsP7fmg2da How is $PCG not asymmetric R/R here Youve got SB [---] Phase II wildfire report coming up (4/1/26) and if its even mildly constructive the stock rerates into the low $20s. If it disappoints the downside feels like 1015% Meanwhile youre buying it at a"  
[X Link](https://x.com/ACapitalLP/status/2019390463917412418)  2026-02-05T12:39Z 11.4K followers, [----] engagements


"@origoinvest This is probably this biggest dislocation - I dont really care because Im waiting for IPO. Out of curiosity what is $SATS at $107 implying for combined SpaceX / XAI value"  
[X Link](https://x.com/ACapitalLP/status/2019402347298873447)  2026-02-05T13:26Z 11.3K followers, [----] engagements


"@CheapStockGuy @origoinvest Yes youre taking IPO execution risk + its just a nasty tape for spectrum/space related names"  
[X Link](https://x.com/ACapitalLP/status/2019449875792805911)  2026-02-05T16:35Z 11.3K followers, [---] engagements


"@MrMojoRisinX @agnostoxxx Long $FCX / Short $COPX for Glasberg mine reopening"  
[X Link](https://x.com/ACapitalLP/status/2019580212388982800)  2026-02-06T01:13Z 11.4K followers, [---] engagements


"AI is taking over the world. Somehow the power and compute it runs on are uninvestable. Make it make sense. $TLN $CORZ"  
[X Link](https://x.com/ACapitalLP/status/2019601517091635398)  2026-02-06T02:38Z 11.3K followers, [----] engagements


"$WMG Read-Across"  
[X Link](https://x.com/ACapitalLP/status/2019737623162724570)  2026-02-06T11:39Z 11.3K followers, [---] engagements


"$UMG - Kepler Cheuvreux Upgrade (2/6/26)"  
[X Link](https://x.com/ACapitalLP/status/2019737856168902671)  2026-02-06T11:40Z 11.4K followers, [---] engagements


"$SATS SPACEX WILL POWER THE AI FUTURE Elon Musk says AIs biggest limit isnt chips its energy. Data centers are already struggling to get enough power and he believes space is the only place where AI can scale without hitting land grid or regulatory limits. In orbit solar SPACEX WILL POWER THE AI FUTURE Elon Musk says AIs biggest limit isnt chips its energy. Data centers are already struggling to get enough power and he believes space is the only place where AI can scale without hitting land grid or regulatory limits. In orbit solar"  
[X Link](https://x.com/ACapitalLP/status/2019747789312282700)  2026-02-06T12:19Z 11.3K followers, [----] engagements


"@MackinacCap The $IAC stub (IAC ex $MGM stake) is trading at its lowest level in a long time 👀"  
[X Link](https://x.com/ACapitalLP/status/2020172393050960208)  2026-02-07T16:26Z 11.4K followers, [--] engagements


"@RodAlzmann $LE - too scarred from Eddies shenanigans at $SHLD $VSNT - very cheap but not sure what catalyzes value $MAPS - too small but will take a look"  
[X Link](https://x.com/ACapitalLP/status/2020178337067421875)  2026-02-07T16:50Z 11.4K followers, [---] engagements


"@kf10075 Was looking at $HON - liked it sub $200"  
[X Link](https://x.com/ACapitalLP/status/2020184744114450656)  2026-02-07T17:15Z 11.4K followers, [---] engagements


"$BDX RemainCo seems interesting - creating it sub 12x ex $WAT stake Anyone looking $BDX Q1 [----] earnings: Transition Quarter: Pivot to 'New BD' Masks Earnings Drop BD kicked off FY26 with a massive strategic shiftthe divestiture of its Life Sciences & Diagnostics business to Waters Corp is closing. The rationale is clear in the numbers: while the legacy Life $BDX Q1 [----] earnings: Transition Quarter: Pivot to 'New BD' Masks Earnings Drop BD kicked off FY26 with a massive strategic shiftthe divestiture of its Life Sciences & Diagnostics business to Waters Corp is closing. The rationale is"  
[X Link](https://x.com/ACapitalLP/status/2020890774250881044)  2026-02-09T16:01Z 11.4K followers, [----] engagements


"Apollo must be confident in that equity cushion $SATS Sources: Apollo nears a $3.4B loan deal to a Valor-led investment vehicle to buy and lease Nvidia chips to xAI; through fall [----] xAI was burning $1B per month (@mileskruppa / The Information) https://t.co/wdZchhKH7e https://t.co/fKvvpx5GKP Sources: Apollo nears a $3.4B loan deal to a Valor-led investment vehicle to buy and lease Nvidia chips to xAI; through fall [----] xAI was burning $1B per month (@mileskruppa / The Information) https://t.co/wdZchhKH7e https://t.co/fKvvpx5GKP"  
[X Link](https://x.com/ACapitalLP/status/2020891174899216424)  2026-02-09T16:02Z 11.3K followers, [----] engagements


"$KD is a 🍩 right Kyndryl Finance Chief Wyshner Leaves Amid Accounting Review https://t.co/kIdLQ5Ia8V Kyndryl Finance Chief Wyshner Leaves Amid Accounting Review https://t.co/kIdLQ5Ia8V"  
[X Link](https://x.com/ACapitalLP/status/2020968269319139726)  2026-02-09T21:09Z 11.4K followers, [----] engagements


"@PeriklisRallid1 Im trying to figure out what realistic fair value is here"  
[X Link](https://x.com/ACapitalLP/status/2021015884207456602)  2026-02-10T00:18Z 11.3K followers, [--] engagements


"@TheHonestTicker @grok does $KD have debt if so what is net debt per share. Thx"  
[X Link](https://x.com/ACapitalLP/status/2021146154814013737)  2026-02-10T08:56Z 11.4K followers, [----] engagements


"$RACE was close to a floor $EXO.AS is the Agnelli family holding company with a massive stake in Ferrari $RACE. Ferrari reset guidance during its Fall [----] Capital Markets Day (has traded down) and might be close to a floor https://t.co/ii5jLyoGoF $EXO.AS is the Agnelli family holding company with a massive stake in Ferrari $RACE. Ferrari reset guidance during its Fall [----] Capital Markets Day (has traded down) and might be close to a floor https://t.co/ii5jLyoGoF"  
[X Link](https://x.com/ACapitalLP/status/2021194597993505163)  2026-02-10T12:08Z 11.3K followers, [----] engagements


"@MrMojoRisinX JDS hates $TLN"  
[X Link](https://x.com/ACapitalLP/status/2021278753352016158)  2026-02-10T17:43Z 11.3K followers, [---] engagements


"Think there is value in $KD here. Accounting and post $IBM spin transition services issues were real. But where does this actually normalize Is intrinsic value really zero The Kyndryl $KD Crash An Accounting Disaster or the "Deep Value" Trade of the Decade 1/ The Bloodbath: $KD shares collapsed 50% today hitting an all-time low of $10.74. The headlines are terrifying: CFO resigns immediately delayed 10-Q SEC investigation and admitted https://t.co/bp73kbYoC1 The Kyndryl $KD Crash An Accounting Disaster or the "Deep Value" Trade of the Decade 1/ The Bloodbath: $KD shares collapsed 50% today"  
[X Link](https://x.com/ACapitalLP/status/2021290710536761468)  2026-02-10T18:30Z 11.4K followers, [----] engagements


"@adjebitdax @Barclays @jpmorgan @BankofAmerica @Jefferies Good one 👏"  
[X Link](https://x.com/ACapitalLP/status/2021729899866673188)  2026-02-11T23:35Z 11.3K followers, [---] engagements


"@debt_serious You need a combo of (1) and (2). Thats why the best funds usually have co-founders from both backgrounds: an analyst and a trader. #3 clocks out at the bell and is probably scrolling ESPN half the day"  
[X Link](https://x.com/ACapitalLP/status/2021747736413167894)  2026-02-12T00:46Z 11.3K followers, [--] engagements


"Pershing Square on $UMG (2/11/26)"  
[X Link](https://x.com/ACapitalLP/status/2021751367837098428)  2026-02-12T01:01Z 11.4K followers, [---] engagements


"I wonder happens next Do you see it $JEF SMBC Groups Yoshihiro Hyakutome Nominated to Jefferies Board of Directors As Focus Intensifies on Global Strategic Alliance https://t.co/UM1KQdJHHe SMBC Groups Yoshihiro Hyakutome Nominated to Jefferies Board of Directors As Focus Intensifies on Global Strategic Alliance https://t.co/UM1KQdJHHe"  
[X Link](https://x.com/ACapitalLP/status/2021961501431504912)  2026-02-12T14:56Z 11.4K followers, [----] engagements


"@grok @mattshumer_ No there will be no jobs to staff"  
[X Link](https://x.com/ACapitalLP/status/2022103211554091436)  2026-02-13T00:19Z 11.3K followers, [--] engagements


"Its hilarious watching sellside software analysts interpret the AI disruption thesis Theyll be the last to admit it because they have deep relationships with the C-suite and have been covering these companies for years. Admitting theres catastrophic change is admitting their coverage (and therefore their job) is at existential risk. Show me the incentive Ill show you the outcome. Its like asking a taxi medallion owner what they think of Uber https://twitter.com/i/web/status/2022111971399659796 https://twitter.com/i/web/status/2022111971399659796"  
[X Link](https://x.com/ACapitalLP/status/2022111971399659796)  2026-02-13T00:53Z 11.4K followers, 11.5K engagements


"The answer to your AI question is: Music (at least for major acts) isnt about the song its more so about the celebrity. $UMG and $LYV are simpatico"  
[X Link](https://x.com/ACapitalLP/status/2022114301126025373)  2026-02-13T01:03Z 11.4K followers, [---] engagements


"Its an intellectual property asset and a royalty stream that self-replenishes currently depressed by a fake AI narrative. Two catalysts fix it: price discovery via a US listing and simple passage of time proving the models resiliency. Its worth $30+ and Im not sure how were not near the floor on value. https://twitter.com/i/web/status/2022116381311823895 https://twitter.com/i/web/status/2022116381311823895"  
[X Link](https://x.com/ACapitalLP/status/2022116381311823895)  2026-02-13T01:11Z 11.3K followers, [---] engagements


"@TheBenSchmark Isnt the stake like 1%"  
[X Link](https://x.com/ACapitalLP/status/2022132431961440715)  2026-02-13T02:15Z 11.3K followers, [----] engagements


"Oh $UMG Activist investor Independent Franchise Partners takes 3% stake in Universal Music filing shows https://t.co/F0Beba3U8o https://t.co/F0Beba3U8o Activist investor Independent Franchise Partners takes 3% stake in Universal Music filing shows https://t.co/F0Beba3U8o https://t.co/F0Beba3U8o"  
[X Link](https://x.com/ACapitalLP/status/2022267770595889437)  2026-02-13T11:13Z 11.4K followers, [----] engagements


"$DOCU is a great example of perception arbitrage The potential short opportunity still exists because people disagree on how fast AI will eat protected moats like FedRAMP and compliance @Mike10947310 Still think DOCU has a network effects / trust moat enterprises are not dying to reimagine contract execution @Mike10947310 Still think DOCU has a network effects / trust moat enterprises are not dying to reimagine contract execution"  
[X Link](https://x.com/ACapitalLP/status/2022275134745108818)  2026-02-13T11:42Z 11.4K followers, [----] engagements


"Lo ves $ZEG.L Kepler Cheuvreux eleva un 95% el precio objetivo de la duea de Vodafone Espaa (Zegona) hasta [--] libras https://t.co/XlVVI3qmt2 Kepler Cheuvreux eleva un 95% el precio objetivo de la duea de Vodafone Espaa (Zegona) hasta [--] libras https://t.co/XlVVI3qmt2"  
[X Link](https://x.com/ACapitalLP/status/2022295725845975420)  2026-02-13T13:04Z 11.4K followers, [----] engagements


"RT @zohmbastic: $FCX Argus analyst Alexandra Yates upgraded Freeport-McMoRan to Buy from Hold"  
[X Link](https://x.com/ACapitalLP/status/2022295852237119633)  2026-02-13T13:04Z 11.3K followers, [--] engagements


"@SehajFund @TheBenSchmark When is the anticipated IPO date of Anthropic"  
[X Link](https://x.com/ACapitalLP/status/2022327507689902231)  2026-02-13T15:10Z 11.3K followers, [--] engagements


"Following up here: $TLN 📈📉📈📉 $TLN When life gives you entry points 📈📉📈📉 https://t.co/hQzpB6ofqX $TLN When life gives you entry points 📈📉📈📉 https://t.co/hQzpB6ofqX"  
[X Link](https://x.com/ACapitalLP/status/2022351892588974369)  2026-02-13T16:47Z 11.4K followers, [----] engagements


"@Richard89022768 Are they still short covering"  
[X Link](https://x.com/ACapitalLP/status/2022374473144369268)  2026-02-13T18:17Z 11.4K followers, [--] engagements


"@GoBirds555 Ah yes the old investing rule - if something is already down 50% it cannot fall further"  
[X Link](https://x.com/ACapitalLP/status/2022401249501679746)  2026-02-13T20:03Z 11.3K followers, [---] engagements


"Hit ratio matters. A sign of maturity is admitting when youre wrong. Thesis break bad trade narrative shift whatever you want to call it. Nobody bats [-----] I got $NEXT wrong $HPP wrong and even that $ASTS Trump meme coin thing. It happens. What I care about is whether my batting average is remarkable and whether my winners are bigger than my losers. The people who cant break up with a stock and move on either dont have real money on the line or shouldnt be managing it. First lesson in business: dont get emotional about a tickerit clouds the judgement."  
[X Link](https://x.com/ACapitalLP/status/2022409464389738619)  2026-02-13T20:36Z 11.3K followers, [---] engagements


"@LogicalThesis $BRZE"  
[X Link](https://x.com/ACapitalLP/status/2022418219638861861)  2026-02-13T21:10Z 11.3K followers, [---] engagements


"@above_consensus @grok what % of $UMG revenue is from North America and Europe and do trends in China always directly read through to western markets Thx"  
[X Link](https://x.com/ACapitalLP/status/2022446196133106181)  2026-02-13T23:02Z 11.4K followers, [---] engagements


"Markets are efficient 99% of the time. The light bulb moment is finding what looks like a perfect arbitrage only to realize [--] minutes later it exists because of illiquidity sizing constraints or friction costs. That inefficiency is usually justified by real-world barriers. What investors forget is that buyers and sellers (ex the algos) are still human. Prices move on positioning fear greed career risk and narrative. Thats where real dislocations come from. Not spreadsheets but perception $BDX was an opportunity because no one wanted to build the pro forma financials $CODI was an opportunity"  
[X Link](https://x.com/ACapitalLP/status/2022691379319620086)  2026-02-14T15:16Z 11.4K followers, [----] engagements


"@vityokr @dunkrugering Yeah so"  
[X Link](https://x.com/ACapitalLP/status/2022758838022111503)  2026-02-14T19:44Z 11.3K followers, [--] engagements


"Like 5-8% depending on share buybacks and where FCF stabilizes Without debating the merits of digital platforms supplanting the decline in linear TV yield hogs and index funds will create a technical tailwind"  
[X Link](https://x.com/ACapitalLP/status/2022799877319623060)  2026-02-14T22:27Z 11.4K followers, [---] engagements


"London Amsterdam and Hong Kong are all open tomorrow. No excuses"  
[X Link](https://x.com/ACapitalLP/status/2023007097777246316)  2026-02-15T12:10Z 11.4K followers, [----] engagements


"@_SeanDavid Whats the exact % ownership that $ZM has of Anthropic"  
[X Link](https://x.com/ACapitalLP/status/2023017552092495943)  2026-02-15T12:52Z 11.4K followers, [----] engagements


"@negligible_cap @_SeanDavid So lets say 1% at $1 trillion IPO in bull case. Thats $10bn of value max"  
[X Link](https://x.com/ACapitalLP/status/2023058082373448056)  2026-02-15T15:33Z 11.4K followers, [---] engagements


"Blue banker bag in one hand HBS Section E hat on top. Relax chief. Dont be a tool"  
[X Link](https://x.com/ACapitalLP/status/2023078804076249554)  2026-02-15T16:55Z 11.4K followers, [----] engagements


"At the gym feel like Im the only one here actually working outand tweeting about stocks"  
[X Link](https://x.com/ACapitalLP/status/2023079445012373735)  2026-02-15T16:58Z 11.4K followers, [---] engagements


"https://x.com/deitaone/status/2023120767421239715 *WARNER BROS. WEIGHS REOPENING SALE NEGOTIATIONS WITH PARAMOUNT https://x.com/deitaone/status/2023120767421239715 *WARNER BROS. WEIGHS REOPENING SALE NEGOTIATIONS WITH PARAMOUNT"  
[X Link](https://x.com/ACapitalLP/status/2023145742421143614)  2026-02-15T21:21Z 11.4K followers, [----] engagements


"@paulcerro I dont know what that means - mute does the same thing and its not lame"  
[X Link](https://x.com/ACapitalLP/status/2023164178878300493)  2026-02-15T22:35Z 11.4K followers, [--] engagements


"Before you isolate the price action in one name zoom out. Look at the comps. Look at the sector. Look at the factor. Look at the broader theme that could explain the move If the comps/sector ETF are red its probably macro thematic or flow driven. If you still cant figure it out after that then its likely idiosyncratic (company specific). Thats when you check filings news and sellside research. The other day someone called out $HPP down 12% without looking at $VNO $SLG or the office REIT index. The entire group was getting hit. Its my belief that the illiquid sh*tco version of a factor/theme"  
[X Link](https://x.com/ACapitalLP/status/2023440618840527206)  2026-02-16T16:53Z 11.4K followers, [----] engagements


"@longonlybets $J $TTEK $FLR"  
[X Link](https://x.com/ACapitalLP/status/2023565702880452666)  2026-02-17T01:10Z 11.4K followers, [---] engagements


"@Richard89022768 Just wanted to circle back here"  
[X Link](https://x.com/ACapitalLP/status/2023750823776563324)  2026-02-17T13:26Z 11.4K followers, [--] engagements


"@valuedontlie Do you like $KBR here"  
[X Link](https://x.com/ACapitalLP/status/2021681702007898349)  2026-02-11T20:24Z 11.4K followers, [---] engagements


"TLDR: Sign up for my Substack to learn why $KBR MTS spin-off will likely catalyze $60+/share in value. $1299/month free for the first [--] subscribers"  
[X Link](https://x.com/ACapitalLP/status/2022714549716090946)  2026-02-14T16:48Z 11.4K followers, [----] engagements


"At the end of the day the only thing that matters is P&L. If anyone or anything gets in the way of that tell them to fly a kite"  
[X Link](https://x.com/ACapitalLP/status/2011078681603817751)  2026-01-13T14:11Z 11.4K followers, [----] engagements


"Had dinner with a friend at a Mag [--] working on artificial intelligence. Being inside the SF tech bubble obviously skews perspective but the mix of excitement paranoia and outright disbelief at the speed of AIs evolution was striking. No one would say legacy enterprise software is dead maybe it adapts but one investor at the table is now allocating capital almost exclusively to hard assets and things they believe simply cannot be displaced. They also think experiences like theme parks concerts and health and wellness get re-rated higher in a high-productivity more free-time world. I think I"  
[X Link](https://x.com/ACapitalLP/status/2020330822478209116)  2026-02-08T02:56Z 11.4K followers, 54.5K engagements


"Weird divergence in $TLN / $VST price action"  
[X Link](https://x.com/ACapitalLP/status/2021260062870630614)  2026-02-10T16:28Z 11.4K followers, [----] engagements


"$KBR at $41 feels like an asymmetric entry into a [----] spin catalyst. The stock is 40% off its $72 highs and back near the low end of its 5-year range trading 7x8x forward EBITDA despite solid backlog double-digit FCF yield and a defined separation ahead. Youre paying a blended conglomerate multiple for two businesses that likely deserve higher standalone comps. The drawdown has largely been HomeSafe contract noise and LNG glut fears both narrative overhangs more than structural impairments https://twitter.com/i/web/status/2023088295710761348"  
[X Link](https://x.com/ACapitalLP/status/2023088295710761348)  2026-02-15T17:33Z 11.4K followers, [----] engagements


"@stockgutter No bueno $FVRR"  
[X Link](https://x.com/ACapitalLP/status/2024044664513249634)  2026-02-18T08:53Z 11.4K followers, [---] engagements


"@MMikethe Ah yes the classic investing rule: once a stock has doubled even on new and material information its prohibited from going any higher"  
[X Link](https://x.com/ACapitalLP/status/2024082394093891861)  2026-02-18T11:23Z 11.4K followers, [--] engagements


"@SpecialSitsNews Disagree - $FCX still looks like the best relative value given it was hit by mudslides in September [--] and has yet to normalize. Its also pricing $11k per ton and we dont even know what normalized volumes will be $HBM looks rich no"  
[X Link](https://x.com/ACapitalLP/status/2020606743990935793)  2026-02-08T21:12Z 11.4K followers, [----] engagements


"@pekwat $UMG getting sold off again on AI Risk fears. Opportunity"  
[X Link](https://x.com/ACapitalLP/status/2023362053969211653)  2026-02-16T11:41Z 11.4K followers, [---] engagements


"@valuations_ @pekwat HSD/LDD* at trough multiple with superfan US listing AI tailwinds"  
[X Link](https://x.com/ACapitalLP/status/2023411396348961113)  2026-02-16T14:57Z 11.4K followers, [---] engagements


"If $RACE actually performs $EXO.AS is going to be a really good trade. You benefit from both improving Ferrari fundamentals and holding company NAV discount tightening (we call that a twofer)"  
[X Link](https://x.com/ACapitalLP/status/2023446107578351907)  2026-02-16T17:15Z 11.4K followers, [---] engagements


"ACap running a 100% allocation to ego"  
[X Link](https://x.com/ACapitalLP/status/2023790757396791793)  2026-02-17T16:04Z 11.4K followers, [---] engagements


"I think this going to be a very good year. 🙏"  
[X Link](https://x.com/ACapitalLP/status/2023868360551956766)  2026-02-17T21:13Z 11.4K followers, [----] engagements


"What are your favorite [----] catalyst-driven ideas right now Ill start: $VSAT - F2 Satellite Deployment (May 26) / Potential Defense Business Spin-Off $PCG - SB [---] Wildfire Liability Study (April 26) $SATS - SpaceX IPO (June 26) $TDS - Special Dividend / Segment Level Disclosures (2Q26) $CODI - Asset Sale / Deleveraging (Summer 2026) $FCX - Grasberg Mine Restart (2Q26) https://twitter.com/i/web/status/2020171968775852392 https://twitter.com/i/web/status/2020171968775852392"  
[X Link](https://x.com/ACapitalLP/status/2020171968775852392)  2026-02-07T16:25Z 11.4K followers, [----] engagements


"Why isnt the $VSNT dividend initiation and R2K inclusion bullish Whats the effective yield going to be at $28/share if theyre allocating 20% of FCF"  
[X Link](https://x.com/ACapitalLP/status/2022797890087739729)  2026-02-14T22:19Z 11.4K followers, [----] engagements


"@StocksWinkel I see I see But does this business need to exist"  
[X Link](https://x.com/ACapitalLP/status/2023570249015042143)  2026-02-17T01:28Z 11.4K followers, [---] engagements


"Either $ZEG.L is a no-brainer or Im missing something obvious I see [--] down to make [--]. Call it 4:1 #ZEG Zegona EU Clears FiberPass Transaction https://t.co/FYcpxP7EdL https://t.co/qLlmr6EP2l #ZEG Zegona EU Clears FiberPass Transaction https://t.co/FYcpxP7EdL https://t.co/qLlmr6EP2l"  
[X Link](https://x.com/ACapitalLP/status/2023678006225441172)  2026-02-17T08:36Z 11.4K followers, [----] engagements


"🎯 https://nypost.com/2026/02/15/business/why-paramount-may-soon-pull-ahead-of-netflix-in-battle-for-warner-bros-discovery/ https://nypost.com/2026/02/15/business/why-paramount-may-soon-pull-ahead-of-netflix-in-battle-for-warner-bros-discovery/"  
[X Link](https://x.com/ACapitalLP/status/2023717151765655589)  2026-02-17T11:12Z 11.4K followers, [---] engagements


"Anyone know what this $VSAT move is"  
[X Link](https://x.com/ACapitalLP/status/2023849917954093493)  2026-02-17T19:59Z 11.4K followers, [----] engagements


"$IAC digital #s were pretty good. I dont think Ive seen the RemainCo stub (ex- $MGM stake) this cheap in a long time"  
[X Link](https://x.com/ACapitalLP/status/2020195886488510527)  2026-02-07T18:00Z 11.4K followers, [----] engagements


"Thinking about possible short candidates here is my expected path-to-disruption under an aggressive AI eats software thesis: (1) Workflow/Coordination Layer $ASAN $MNDY $FRSH (2) Light Workflow $DOCU $BRZE (3) Developer/Marketing Platforms $TEAM $KVYO (4) CRM (last to fall) $HUBS $CRM $NOW https://twitter.com/i/web/status/2022390004249485730 https://twitter.com/i/web/status/2022390004249485730"  
[X Link](https://x.com/ACapitalLP/status/2022390004249485730)  2026-02-13T19:18Z 11.4K followers, 10.9K engagements


"le mme aujourdhui $UMG @stephane_dubail @grok Yes its definitely an AI Risk theme today in Europe $PUB.FP $DATA.LN $WKL.AS $HAVAS.AS https://t.co/wJZRgdLR3s @stephane_dubail @grok Yes its definitely an AI Risk theme today in Europe $PUB.FP $DATA.LN $WKL.AS $HAVAS.AS https://t.co/wJZRgdLR3s"  
[X Link](https://x.com/ACapitalLP/status/2023416468164288694)  2026-02-16T15:17Z 11.4K followers, [----] engagements


"Helped someone with a Series B deck yesterday. I had to purchase like $10 of extra compute but Claude turned around something in [--] minutes that wouldve cost $3-5k+ outsourced a year ago. Do with that what you will"  
[X Link](https://x.com/ACapitalLP/status/2023520107226689913)  2026-02-16T22:09Z 11.4K followers, 17.3K engagements


"As they say in distressed investing does this business need to exist $FVRR $UPWK"  
[X Link](https://x.com/ACapitalLP/status/2023520944925667437)  2026-02-16T22:12Z 11.4K followers, [----] engagements


"intressant Sony says it has developed tech to identify copyrighted music in AI-generated songs aiming to help rights holders receive compensation if their music was used (@reinknk / Nikkei Asia) https://t.co/a7my7tP54I https://t.co/ikwh0eVcsh 📥 Send tips https://t.co/wlNZvXuhJs Sony says it has developed tech to identify copyrighted music in AI-generated songs aiming to help rights holders receive compensation if their music was used (@reinknk / Nikkei Asia) https://t.co/a7my7tP54I https://t.co/ikwh0eVcsh 📥 Send tips https://t.co/wlNZvXuhJs"  
[X Link](https://x.com/ACapitalLP/status/2023716082645901396)  2026-02-17T11:08Z 11.4K followers, [----] engagements


"Event-Driven / Special Sits HF 13F (12/31/25)"  
[X Link](https://x.com/ACapitalLP/status/2023908359770870265)  2026-02-17T23:52Z 11.4K followers, 13.7K engagements


"The slide looks familiar where could I have seen it before 🤔"  
[X Link](https://x.com/ACapitalLP/status/2023920675715481610)  2026-02-18T00:41Z 11.4K followers, [----] engagements


"This is a major litigation overhang-clearing event for $BAYN.GR. Yes the settlement brings a larger upfront cash outflow but it also replaces open-ended uncertainty with defined payments. The stock selling off on increased certainty feels like a disconnect Bayer is making a new multibillion-dollar push to resolve a yearslong legal nightmare over Roundup weedkiller https://t.co/C1ftLLiOTy Bayer is making a new multibillion-dollar push to resolve a yearslong legal nightmare over Roundup weedkiller https://t.co/C1ftLLiOTy"  
[X Link](https://x.com/ACapitalLP/status/2024050420243411395)  2026-02-18T09:16Z 11.4K followers, [----] engagements


"Shoot first ask questions later"  
[X Link](https://x.com/ACapitalLP/status/2024078352127017404)  2026-02-18T11:07Z 11.4K followers, [----] engagements


"I guess $UMG is cooked Google Gemini is going strong💪💪. Now we can create music. Its leaving all the models behind. #AI #GoogleGemini https://t.co/PtPz5NZlru Google Gemini is going strong💪💪. Now we can create music. Its leaving all the models behind. #AI #GoogleGemini https://t.co/PtPz5NZlru"  
[X Link](https://x.com/ACapitalLP/status/2024155181819003321)  2026-02-18T16:12Z 11.4K followers, [----] engagements


"Amsterdam is closed so $WMG is the proxy Like magic 📉📈"  
[X Link](https://x.com/ACapitalLP/status/2024184287096979731)  2026-02-18T18:08Z 11.4K followers, [---] engagements


"👋 Trying something new in [----]. About me: I focus on inefficient markets and mispriced complexity. Underfollowed situations where price and reality diverge due to structure incentives forced flows or misunderstood catalysts. My work centers on special situations distressed and deep value setups where downside is typically protected by assets structure or cash flows and upside is driven by discrete events rather than market beta. I care less about consensus narratives and more about incentives psychology and how capital actually moves. Many opportunities exist not because information is"  
[X Link](https://x.com/anyuser/status/2003571044196536438)  2025-12-23T20:58Z 11.4K followers, 13.6K engagements


"@stephane_dubail @grok Yes its definitely an AI Risk theme today in Europe $PUB.FP $DATA.LN $WKL.AS $HAVAS.AS"  
[X Link](https://x.com/ACapitalLP/status/2018648155072729314)  2026-02-03T11:29Z 11.4K followers, [----] engagements


"Wonder if $RACE (and by extension $EXO.AS) starts to look interesting again post 4Q25 earnings Will have to wait for 2H26 catalysts but entry point seems decent"  
[X Link](https://x.com/ACapitalLP/status/2020164730619400226)  2026-02-07T15:56Z 11.4K followers, [----] engagements


"$EXO.AS is the Agnelli family holding company with a massive stake in Ferrari $RACE. Ferrari reset guidance during its Fall [----] Capital Markets Day (has traded down) and might be close to a floor"  
[X Link](https://x.com/ACapitalLP/status/2020166641221312862)  2026-02-07T16:03Z 11.4K followers, [----] engagements


"🤫 $EXO.AS Buy This Stock to Own a Piece of Ferrari. Its a Low-Risk Bet for Value Seekers. https://t.co/JpqmYLcwX5 Buy This Stock to Own a Piece of Ferrari. Its a Low-Risk Bet for Value Seekers. https://t.co/JpqmYLcwX5"  
[X Link](https://x.com/ACapitalLP/status/2022324021686071388)  2026-02-13T14:56Z 11.4K followers, [----] engagements


"@SouthernValue95 @DScwarz Please tell me you are not holding $MNDY through a -60% drawdown I havent dug into it at all but take the L. Youll thank me later. @bizalmanac Love the prompt. People love to pump what has worked on its way out. For me $MNDY. @bizalmanac Love the prompt. People love to pump what has worked on its way out. For me $MNDY"  
[X Link](https://x.com/ACapitalLP/status/2022447676973785096)  2026-02-13T23:07Z 11.4K followers, [---] engagements


"$EXO.AS is very cheap - interesting way to play possible 2H26 rebound in $RACE 🤫 $EXO.AS 🤫 $EXO.AS"  
[X Link](https://x.com/ACapitalLP/status/2023061387778441557)  2026-02-15T15:46Z 11.4K followers, [----] engagements


"Oh. $KD Kyndryls management has certified that their financial controls are currently effective suggesting that previous issues in that regards may indeed be behind them. Think a key point. $KD Kyndryls management has certified that their financial controls are currently effective suggesting that previous issues in that regards may indeed be behind them. Think a key point"  
[X Link](https://x.com/ACapitalLP/status/2023788774866776208)  2026-02-17T15:56Z 11.4K followers, [----] engagements


"Never assume generosity. Align incentives"  
[X Link](https://x.com/anyuser/status/2023909741223686550)  2026-02-17T23:57Z 11.4K followers, [----] engagements


"DB raises $ZEG.L PT to [--] (2/17/25)"  
[X Link](https://x.com/ACapitalLP/status/2024043413100785749)  2026-02-18T08:48Z 11.4K followers, [---] engagements


"$RACE GS (2/18/25)"  
[X Link](https://x.com/ACapitalLP/status/2024045791900242022)  2026-02-18T08:58Z 11.4K followers, [---] engagements


"Instead of being a perpetual litigation story $BAYN.GR now becomes a deleveraging story and potentially a break-up story"  
[X Link](https://x.com/ACapitalLP/status/2024050727060898219)  2026-02-18T09:17Z 11.4K followers, [----] engagements


"Starboard to $RIOT Starboard urges Riot Platforms to speed up shift to data centers Bloomberg says $RIOT https://t.co/9lE1FlPDmZ Starboard urges Riot Platforms to speed up shift to data centers Bloomberg says $RIOT https://t.co/9lE1FlPDmZ"  
[X Link](https://x.com/ACapitalLP/status/2024083482771603649)  2026-02-18T11:28Z 11.4K followers, [----] engagements


"I can just imagine some big European LO that has never dealt with American-style litigation/settlements before Looks like big number sell Shoot first ask questions later https://t.co/Rby2UUpLsQ Shoot first ask questions later https://t.co/Rby2UUpLsQ"  
[X Link](https://x.com/ACapitalLP/status/2024094386909278688)  2026-02-18T12:11Z 11.4K followers, [----] engagements


"Sometimes I feel like my mentor discounts some of my abilities because Im younger. This industry loves to equate age with edge. You can be older and still be mediocre"  
[X Link](https://x.com/ACapitalLP/status/2024124135786283387)  2026-02-18T14:09Z 11.4K followers, [----] engagements


"Im dying my hair grey tomorrow and going to talk about Crosby Stills Nash & Young 🎯"  
[X Link](https://x.com/ACapitalLP/status/2024150860658250235)  2026-02-18T15:55Z 11.4K followers, [---] engagements


"Bobby Jain (Jain Global) on Talent Acceleration Link: https://www.capitalallocators.com/podcast/multi-strategy-hedge-fund-first-principles-at-jain-global/ https://www.capitalallocators.com/podcast/multi-strategy-hedge-fund-first-principles-at-jain-global/"  
[X Link](https://x.com/ACapitalLP/status/2024288707814044058)  2026-02-19T01:03Z 11.4K followers, [----] engagements

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