# ![@KerrisdaleCap Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::486139568.png) @KerrisdaleCap Kerrisdale Capital

Kerrisdale Capital posts on X about $tds, bitcoin, has been, $pstg the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::486139568/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::486139568/c:line/m:interactions.svg)

- [--] Week [-------] +3,191%
- [--] Month [-------] +87%
- [--] Months [---------] +328%
- [--] Year [---------] -45%

### Mentions: [--] [#](/creator/twitter::486139568/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::486139568/c:line/m:posts_active.svg)

- [--] Month [--] -10%
- [--] Months [---] +569%
- [--] Year [---] +85%

### Followers: [------] [#](/creator/twitter::486139568/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::486139568/c:line/m:followers.svg)

- [--] Week [------] +0.30%
- [--] Month [------] +0.50%
- [--] Months [------] +5.60%
- [--] Year [------] +8%

### CreatorRank: [------] [#](/creator/twitter::486139568/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::486139568/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  43.33% [finance](/list/finance)  #2637 [cryptocurrencies](/list/cryptocurrencies)  10% [technology brands](/list/technology-brands)  5% [travel destinations](/list/travel-destinations)  0.83% [currencies](/list/currencies)  0.83% [celebrities](/list/celebrities)  0.83% [automotive brands](/list/automotive-brands)  0.83% [countries](/list/countries)  0.83%

**Social topic influence**
[$tds](/topic/$tds) #1, [bitcoin](/topic/bitcoin) 5.83%, [has been](/topic/has-been) 5%, [$pstg](/topic/$pstg) 4.17%, [$aixa](/topic/$aixa) 3.33%, [debt](/topic/debt) 3.33%, [rcat](/topic/rcat) 3.33%, [market cap](/topic/market-cap) 2.5%, [$tlry](/topic/$tlry) 2.5%, [$alt](/topic/$alt) 2.5%

**Top accounts mentioned or mentioned by**
[@bullmeechum3](/creator/undefined) [@joinyellowbrick](/creator/undefined) [@beuvingjordy](/creator/undefined) [@xyzdkfe](/creator/undefined) [@thebenschmark](/creator/undefined) [@crackerjack_fin](/creator/undefined) [@1maincapital](/creator/undefined) [@yetanothervalue](/creator/undefined) [@citrini7](/creator/undefined) [@ccofnavarro](/creator/undefined) [@kevinlmak](/creator/undefined) [@bdm110110](/creator/undefined) [@brendancarrfcc](/creator/undefined) [@elonmusk](/creator/undefined) [@echostars](/creator/undefined) [@elonmusks](/creator/undefined) [@seekingalpha](/creator/undefined) [@clkingcom](/creator/undefined) [@kaselearning](/creator/undefined) [@activ8insights](/creator/undefined)

**Top assets mentioned**
[Trump Derangement Syndrome (TDS)](/topic/$tds) [Bitcoin (BTC)](/topic/bitcoin) [Pure Storage, Inc. (PSTG)](/topic/$pstg) [AltLayer (ALT)](/topic/$alt) [Oklo Inc. (OKLO)](/topic/$oklo) [Auroracoin (AUR)](/topic/$aur) [CoreWeave, Inc (CRWV)](/topic/$crwv) [Array Digital Infrastructure, Inc. (AD)](/topic/$ad) [ACM Research, Inc. Class A Common Stock (ACMR)](/topic/$acmr) [Joby Aviation, Inc. (JOBY)](/topic/$joby) [Carvana Co. (CVNA)](/topic/$cvna) [Stacks (STX)](/topic/$stx) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Nokia Corporation (NOK)](/topic/$nok) [Affirm Holdings, Inc. (AFRM)](/topic/$afrm) [BITMINE IMMERSION TECH (BMNR)](/topic/$bmnr) [Icon Plc (ICLR)](/topic/$iclr) [Anheuser-Busch INBEV SA/NV (BUD)](/topic/$bud) [Boeing Co (BA)](/topic/$ba) [April (APRIL)](/topic/april) [Riot Platforms, Inc. (RIOT)](/topic/$riot) [AeroVironment, Inc. (AVAV)](/topic/$avav) [Lumen Technologies Inc (LUMN)](/topic/$lumn) [DISH Network Corp (DISH)](/topic/$dish) [Western Digital Corp (WDC)](/topic/$wdc) [Seagate Technology Holdings PLC (STX)](/topic/seagate)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$AIXA also dominates in epitaxy equipment for lasers supplying optical leaders like Coherent and Lumentum another AI growth vector. Orders have already begun ramping 6/9"  
[X Link](https://x.com/KerrisdaleCap/status/1985359965842796803)  2025-11-03T14:54Z 87.6K followers, [----] engagements


"$AIXA Why are power semiconductors the future Barclays: The power consumption of AI chips is rising rapidly. NVIDIAs current Blackwell-generation GPU chips have already reached around [---] kW and the power consumption of GB200 rack-level servers is about [---] kW. Even more striking https://t.co/vwk0xhoKxu Why are power semiconductors the future Barclays: The power consumption of AI chips is rising rapidly. NVIDIAs current Blackwell-generation GPU chips have already reached around [---] kW and the power consumption of GB200 rack-level servers is about [---] kW. Even more striking"  
[X Link](https://x.com/KerrisdaleCap/status/1988969578341494968)  2025-11-13T13:57Z 87.6K followers, 22.6K engagements


"$AIXA: Aixtron sells the dominant tool (90% share) for optical component epitaxy using GaAs and InP. Coherent Lumentum Nokia all customers. AIXA expects opto biz to grow 50%+ YoY in 2H25. Discussion in pages 25-28 at http://kerr.co/aixa Optics is the next Memory. You just don't know it yet. http://kerr.co/aixa Optics is the next Memory. You just don't know it yet"  
[X Link](https://x.com/KerrisdaleCap/status/1992986012071706640)  2025-11-24T15:57Z 87.6K followers, 63.2K engagements


"$TDS is now financially and strategically liberated. Backward looking investors keep talking about complexity while ignoring the total corporate reset & cash that is literally on the way. Spectrum is no longer theoretical value. Its being sold to AT&T Verizon T-Mobile 2/10"  
[X Link](https://x.com/KerrisdaleCap/status/2008904102508388523)  2026-01-07T14:10Z 87.6K followers, [----] engagements


"$TDS Telecoms fiber strategy is working. First-to-fiber builds in underpenetrated Tier-2 and Tier-3 markets are driving steady connection growth with limited competitive response. The mix is shifting and the economics are improving. 5/10"  
[X Link](https://x.com/KerrisdaleCap/status/2008904688368746643)  2026-01-07T14:12Z 87.6K followers, [----] engagements


"Minority wireless interests add another $150M+ a year in rock steady cash distributions. No capex no operating risk and no reason they should be discounted the way they currently are. 8/10"  
[X Link](https://x.com/KerrisdaleCap/status/2008905056121209223)  2026-01-07T14:14Z 87.6K followers, [----] engagements


"We are short $AFRM. Report at Affirm is a highly levered subprime lender masquerading as FinTech and political scrutiny + the credit cycle is about to expose it. 1/10 http://kerr.co/afrm http://kerr.co/afrm"  
[X Link](https://x.com/KerrisdaleCap/status/2013977251906248775)  2026-01-21T14:09Z 87.6K followers, 81.8K engagements


"We're short $BMNR. Report at The DAT playbook has become basic & unoriginal: as near-identical copycats overwhelm the market premiums are collapsing and the ability to issue shares well above NAV to boost ETH-per-share is disappearing. RIP DATs🪦🥲 1/8 http://kerr.co/bmnr http://kerr.co/bmnr"  
[X Link](https://x.com/anyuser/status/1975920998240124934)  2025-10-08T13:47Z 88K followers, 943.2K engagements


"We have a new long this morning to kick off 2026"  
[X Link](https://x.com/KerrisdaleCap/status/2008902111744962768)  2026-01-07T14:02Z 88K followers, 17.9K engagements


"In the next [--] quarters $TDS will receive roughly $12 per share in special dividends from spectrum sales alone. Thats over 30% of todays stock price. This is announced funded and in motion yet barely reflected in the valuation 3/10"  
[X Link](https://x.com/KerrisdaleCap/status/2008904322071838782)  2026-01-07T14:11Z 87.7K followers, [----] engagements


"After assigning a reasonable value to 82%-owned $AD the implied valuation of $TDS Telecom collapses to distressed levels. Roughly 3.5x 2027E EBITDA and under $750 per fiber passing for a highly strategic business about to raise fiber targets above 1.8m passings. 4/10"  
[X Link](https://x.com/KerrisdaleCap/status/2008904581925814382)  2026-01-07T14:12Z 87.9K followers, [----] engagements


"Thesis playing out on $TDS first spectrum check announced last night and stock taking notice. Much more spectrum proceeds fiber growth and tower upside still ahead. Writeup at http://kerr.co/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 [----] http://kerr.co/tds Financial engineering.Array Digital ( AD )declares $10.25cash distribution per shr to holders of which TDS (owns"  
[X Link](https://x.com/KerrisdaleCap/status/2011459676131742164)  2026-01-14T15:25Z 88K followers, 16.2K engagements


"Were long Buzzi SpA the worlds best cement maker trading at one of the lowest valuations. Report at Our fair value of $BZU based on cement comps implies stock px of [--] 73% higher than current level 1/9 http://kerr.co/bzu http://kerr.co/bzu"  
[X Link](https://x.com/anyuser/status/1981718868197343280)  2025-10-24T13:46Z 88K followers, 101.5K engagements


"Were long $AIXA in report at The dominant provider of equipment to make GaN and SiC semiconductors Aixtron is THE massive beneficiary of Nvidias proposed 800V data center power architecture targeted for [----]. 1/9 http://kerr.co/aixa http://kerr.co/aixa"  
[X Link](https://x.com/anyuser/status/1985357840404418634)  2025-11-03T14:46Z 88K followers, 78.4K engagements


"Were long $IWG in London ($IWG.LN) its now a core position for us. Were not writing a report on it but to understand the thesis watch the 3hrs of podcast materials that @1maincapital has done with @yetanothervalue over past 2yrs: https://youtu.be/FkZng2PSdxMsi=v5H3rF-PchfC-V4m https://youtu.be/L5KzNCE4S1Msi=EiJ74BpsU04fLET0 https://youtu.be/QmVjVOoG6Scsi=5VPa89QdD-nfdnEn https://youtu.be/FkZng2PSdxMsi=v5H3rF-PchfC-V4m https://youtu.be/L5KzNCE4S1Msi=EiJ74BpsU04fLET0 https://youtu.be/QmVjVOoG6Scsi=5VPa89QdD-nfdnEn"  
[X Link](https://x.com/KerrisdaleCap/status/2001666658121744596)  2025-12-18T14:51Z 88K followers, 45.3K engagements


"Were long $TDS. Report at Company sold its problem wireless biz cleaned up the balance sheet and is about to receive a staggering amount of cash. Yet the stock still trades like none of that matters. We see fair value at $68 up 70%. 1/10 http://kerr.co/tds http://kerr.co/tds"  
[X Link](https://x.com/KerrisdaleCap/status/2008903479436189984)  2026-01-07T14:08Z 88K followers, 45.9K engagements


"When you value $AD sensibly and stop treating $TDS Telecom like a stranded copper ILEC the math resolves quickly. Our fair value is $68 per share roughly 70% above todays price. 9/10"  
[X Link](https://x.com/KerrisdaleCap/status/2008905155786203257)  2026-01-07T14:14Z 88K followers, [----] engagements


"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/KerrisdaleCap/status/2008942508428886359)  2026-01-07T16:43Z 88K followers, 17.2K engagements


"$ACMR has 4x'd since our writeup a year ago. Only 6x more to go to fulfill our report title "Fabrication of a 10-bagger". Shoutout to @TheBenSchmark from whom we got the idea and @Citrini7 for adding the rocket fuel. Teamwork makes the dream work We're long $ACMR our largest position. Report at https://t.co/z79uQd9L89 & we explain why $ACMR could be 10-bagger. The leading wafer-cleaning toolmaker in the fast-growing Chinese semicap sector $ACMR is a Trump trade & a massive beneficiary of the US-China chip war 1/8 We're long $ACMR our largest position. Report at https://t.co/z79uQd9L89 & we"  
[X Link](https://x.com/KerrisdaleCap/status/2021984303505379396)  2026-02-12T16:26Z 88K followers, 27.5K engagements


"We put 20% of our capital into long $ICLR yesterday. The -40% decline on an accounting restatement impacting 2% of revenue was far too dramatic for a leading CRO that gushes $1b of cash flow on now a $6b market cap. Might do a writeup. Comment/DM if you want to chat"  
[X Link](https://x.com/KerrisdaleCap/status/2022327344405618822)  2026-02-13T15:09Z 88K followers, 88.3K engagements


"Tilrays claims of being different from other struggling cannabis companies which dilute shareholders to fund ops are bogus. Without its large recurring direct payments in stock $TLRY [--] EBITDA wouldve been zero and cash flow wouldve been deeply negative (again). (6/9)"  
[X Link](https://x.com/KerrisdaleCap/status/1703772468043800666)  2023-09-18T14:06Z 75.4K followers, [----] engagements


"Tilrays craft beer strategy is a joke. Retail sales for recently acquired brands from $BUD are in steep decline. ShockTop and Bluepoint are both down over -20% YTD and according to $BUD ex-employees the group has only 10-15% EBITDA margins well below beer industry peers. (7/9)"  
[X Link](https://x.com/KerrisdaleCap/status/1703772606808129623)  2023-09-18T14:06Z 75.5K followers, [----] engagements


"Strip away the accounting tricks and $TLRY financials are deteriorating w/shareholders caught in seemingly endless dilution. By month end we expect $TLRY will once again issue shares to fund expenses and refi converts due Oct [--]. Shares sank 30% in May on the last refi. (8/9)"  
[X Link](https://x.com/KerrisdaleCap/status/1703772928888697228)  2023-09-18T14:08Z 75.4K followers, [----] engagements


"And the quantity There's no modern precedent outside of Boeing and Airbus producing planes at that rate. Experienced manufacturers with longer backlogs and established assembly lines could barely get to [---] units/yr. And $JOBY will make [---] in one facility 5/9"  
[X Link](https://x.com/KerrisdaleCap/status/1711726937918312493)  2023-10-10T12:54Z 75.4K followers, [----] engagements


"The air taxi business model is also delusional. $JOBY's cost projections are misleading and confusing but there's zero doubt that its eVTOL will be pricier than a helicopter. We did the math. Joby's numbers are all just insane SPAC projections somehow still taken seriously. 6/9"  
[X Link](https://x.com/KerrisdaleCap/status/1711727197629644877)  2023-10-10T12:55Z 75.4K followers, [----] engagements


"$JOBY is guiding to [----] type certification. Absurd. Little regulatory testing and verification has occurred and serious battery and flight safety concerns remain unaddressed by the FAA. It'll take years to finalize rules and re-engineer the aircraft to comply w/them 7/9"  
[X Link](https://x.com/KerrisdaleCap/status/1711727488966054351)  2023-10-10T12:56Z 75.4K followers, [----] engagements


"Joined some traders to spit some knowledge for my haters. Podcast below"  
[X Link](https://x.com/KerrisdaleCap/status/1719732717883900283)  2023-11-01T15:06Z 75.5K followers, 20.2K engagements


"$TLRY -10% today on dismal results (again) & lo and behold changes to Aphria Diamond agreement which we drew attention to in our report. We remain skeptical of Tilray's pivot from cannabis to cucumber farming"  
[X Link](https://x.com/KerrisdaleCap/status/1744831171807313957)  2024-01-09T21:19Z 75.8K followers, 10.8K engagements


"Ozempic/Mounjaro patients discontinued at less than HALF the rate of pemvidutide patients. Plus ALT's ph2 offered free weight-loss drugs in the middle of Ozempic-mania and *still* almost half of patients stopped. Tolerability was graded on a curve and it still failed (4/8)"  
[X Link](https://x.com/KerrisdaleCap/status/1757415319906218300)  2024-02-13T14:43Z 75.4K followers, [----] engagements


"Bad tolerability is going to sink pemvidutide in ph3. FDA requires headline weight-loss result to include treatment dropouts. For $ALT 40% discontinuation means headline weight-loss effect will be about 10%. At that level pemvidutide and $ALT are toast. (5/8)"  
[X Link](https://x.com/KerrisdaleCap/status/1757415681866256465)  2024-02-13T14:45Z 75.4K followers, [----] engagements


"The GLP-1 space is exploding with innovation. Dozens of compounds are in the pipeline: oral versions multi-agonists etc. They have way better weightloss/blood-sugar/CV results than $ALT can dream of. Many of them are in ph3 already. There's no way $ALT can or will compete (6/8)"  
[X Link](https://x.com/KerrisdaleCap/status/1757415856961622451)  2024-02-13T14:46Z 75.4K followers, [----] engagements


"Bulls should also look at mgmt history: CEO/CFO/CMO have all presided over the same series of huge pharmaceutical failures. Busted trials failed commercializations even a swing-and-a-miss at a COVID vaccine. Hard to imagine this crew going up against LLY/NVO and winning. (7/8)"  
[X Link](https://x.com/KerrisdaleCap/status/1757415962855252154)  2024-02-13T14:46Z 75.4K followers, [----] engagements


"$ALT needs money or a partner. But pemvidutide is going to fail ph3 and we think anyone investing in that trial is lighting their money on fire. There's fat chance pemvidutide ever succeeds at weight-loss. (8/8)"  
[X Link](https://x.com/KerrisdaleCap/status/1757416144388968620)  2024-02-13T14:47Z 75.4K followers, [----] engagements


"In addition to a muted growth outlook there are signs further improvements in unit economics a key catalyst for shares are becoming harder to find. Retail GPU has plateaued the last [--] quarters and 1Q24 has guided to flat sequentially (4/9)"  
[X Link](https://x.com/KerrisdaleCap/status/1762140427933630969)  2024-02-26T15:39Z 80K followers, [----] engagements


"The days of debt fueled hypergrowth to grab share while ignoring profitability are long over. With considerable subprime credit exposure and a bloated balance sheet $CVNA must grow responsibly if it wants to preserve profits (5/9)"  
[X Link](https://x.com/KerrisdaleCap/status/1762141537801019561)  2024-02-26T15:44Z 80K followers, [----] engagements


"The paint will eventually peel off this momo fueled stock. When it does $CVNA should trade in line with CarMax if not much lower. That yields a best case price target at 12x 2026E EBITDA of $16 (-77%) (9/9)"  
[X Link](https://x.com/KerrisdaleCap/status/1762146314215678098)  2024-02-26T16:03Z 75.9K followers, [----] engagements


"Fine I look forward to Kerrisdale Capital shorting multiple #Bitcoin equities at one time. I look forward to Kerrisdale Capital shorting multiple #Bitcoin equities at one time"  
[X Link](https://x.com/KerrisdaleCap/status/1798090335517598178)  2024-06-04T20:31Z 79.9K followers, 32.4K engagements


"Boy we sure have been buying a lot of bitcoin lately"  
[X Link](https://x.com/KerrisdaleCap/status/1798339894043148653)  2024-06-05T13:03Z 80K followers, 29.4K engagements


"$RIOT is in a global race to mine bitcoin as cheaply and efficiently as possible & every week new devs pop up all over the world operating at a lower cost driving network hashrate inexorably higher. $RIOT will always remain too high-cost to mine bitcoin profitably (5/10)"  
[X Link](https://x.com/KerrisdaleCap/status/1798348696108847304)  2024-06-05T13:38Z 80K followers, 36.2K engagements


"$RIOT is better at playing energy arbitrage games than mining bitcoin. $RIOT earned worst of breed EBITDA per hashrate deployed while diluting shareholders 18% YTD thru April. $RIOThas issued $2.3b in stock since [----] increasing shares 6-fold to fund $1.6b in cash burn (6/10)"  
[X Link](https://x.com/KerrisdaleCap/status/1798348921040970020)  2024-06-05T13:39Z 80K followers, 33.1K engagements


"$RIOTs economics would look even worse without generous grid incentives and tax credits both of which have come under fire over the last year. We think retail investors don't appreciate the business climate and regulatory changes at the state and local level in Texas. (8/10)"  
[X Link](https://x.com/KerrisdaleCap/status/1798349170786586778)  2024-06-05T13:40Z 80K followers, 32.6K engagements


"In March Navarro County officials halted the process for tax abatements for $RIOTs Corsicana facility. And $RIOT receives grid incentive payments under an outdated scheme that we think legislators will soon revise for bitcoin miners (9/10)"  
[X Link](https://x.com/KerrisdaleCap/status/1798349446230737099)  2024-06-05T13:41Z 80K followers, 57.3K engagements


"$RIOTs inability to grow bitcoin+cash on a per share basis undermines the sole reason to own a miner vs bitcoin. As local state & federal regulatory pressure increases & investors recognize the futility of these biz models valuations will collapse for $RIOT & its peers 10/10"  
[X Link](https://x.com/KerrisdaleCap/status/1798349529714204827)  2024-06-05T13:41Z 84.3K followers, 44.6K engagements


"Nice live podcast about the idiocy of bitcoin mining right now with @CCofNavarro: https://www.youtube.com/watchv=lFtQx6zITVw https://www.youtube.com/watchv=lFtQx6zITVw"  
[X Link](https://x.com/KerrisdaleCap/status/1799093463490719963)  2024-06-07T14:58Z 80K followers, 17.3K engagements


"Kick them out of Texas. Kick them out of the country. ERCOT CEO Pablo Vegas and others gave shocking testimony today in the Senate Committee on Business & Commerce that within only six years (thats only three legislative sessions) our power grid needs will grow from about [-----] to [------] megawatts. That is much higher than the ERCOT CEO Pablo Vegas and others gave shocking testimony today in the Senate Committee on Business & Commerce that within only six years (thats only three legislative sessions) our power grid needs will grow from about [-----] to [------] megawatts. That is much higher than"  
[X Link](https://x.com/KerrisdaleCap/status/1801101408244052411)  2024-06-13T03:56Z 80K followers, 40.9K engagements


"Building AI-driven Custom Networks for $MSFT and other large tech cos is just marketing spin for a massive construction project that only nets $LUMN $800m in cash over [--] yrs and does little to solve its fundamental lack of growth and $19b in debt. 2/8"  
[X Link](https://x.com/KerrisdaleCap/status/1828419848881279265)  2024-08-27T13:10Z 80.3K followers, [----] engagements


"Lumen shares have risen $5 despite deals worth only $1/shr in largely non-recurring value. $LUMN just reported EBITDA -13% and guided next years EBITDA to be lower y/y yet amazingly is valued in line with growing dividend-paying telco peers. 3/8"  
[X Link](https://x.com/KerrisdaleCap/status/1828419903818268793)  2024-08-27T13:10Z 80.3K followers, [----] engagements


"Timed conveniently right before awful 2Q eps the deals distracted the mkt from the main bizs deteriorating trends. Core Business rev fell -9% and NOT just because legacy ops continue to weaken rapidly. $LUMN Grow products are now also shrinking w/sales down -1% YoY. 4/8"  
[X Link](https://x.com/KerrisdaleCap/status/1828420028540297363)  2024-08-27T13:11Z 80.3K followers, [----] engagements


"$LUMN has had to partner with tech companies to bundle and resell 3rd party software to preserve contract values from even worse declines. But that erodes the long-term value proposition to customers and crushes margins. 6/8"  
[X Link](https://x.com/KerrisdaleCap/status/1828420169552580621)  2024-08-27T13:11Z 80.3K followers, [----] engagements


"Mgmt wants to shift from telco to techco. Yet Gartner no longer lists $LUMN as a leader in global network services & $LUMN is now absent from key quadrants. Digging ditches for dark fiber is the essence of selling dumb pipes an admission its tech strategy is failing. 7/8"  
[X Link](https://x.com/KerrisdaleCap/status/1828420267846042005)  2024-08-27T13:12Z 80.3K followers, 13.3K engagements


"AI wont turn around the fortunes of this deeply flawed telecom. We expect little encore to announced deals & sales opportunities of $7B are a pipedream. As deal hype fades Lumen's legacy telco reality will return to the forefront reminding investors $LUMN is doomed. 8/8"  
[X Link](https://x.com/KerrisdaleCap/status/1828420320329351544)  2024-08-27T13:12Z 80.2K followers, 13.8K engagements


"Glad people liked the disclaimer. Cautious Investing to All ✊"  
[X Link](https://x.com/KerrisdaleCap/status/1828821570288292071)  2024-08-28T15:46Z 80.3K followers, 25K engagements


"News that an $OKLO board member may be appointed Energy Secretary have caused shares to rebound 25% after a disappointing 3Q biz update but nothing has changed $OKLOs fundamental lack of design readiness and commercially nonviable unproven reactors. 2/7"  
[X Link](https://x.com/KerrisdaleCap/status/1859237819249516665)  2024-11-20T14:10Z 80.8K followers, 13.4K engagements


"Substitute $OKLOs outlandish $7k/kg HALEU assumption for a more realistic $30k (confirmed by ex Oklo employee) & Oklos professed IRRs/promises of competitive economics implode. According to an expert if they put real numbers of today in there this program would be over" 3/"  
[X Link](https://x.com/KerrisdaleCap/status/1859238188214075456)  2024-11-20T14:11Z 80.8K followers, 11.8K engagements


"$OKLOs ambitious biz model calls for being the designer builder owner and operator of hundreds of power plants despite zero experience building & operating anything and a previous failed attempt to gain reg approval for a puny [---] MW reactor. 4/7"  
[X Link](https://x.com/KerrisdaleCap/status/1859238357873701331)  2024-11-20T14:12Z 80.8K followers, 10.2K engagements


"$OKLOs timeline of deploying its first reactor by [----] is a pipedream. A fmr NRC Commissioner skewered OKLOs timeframe as beyond optimistic saying itll take 4+ yrs for a combined construction and operating license to be granted. 5/7"  
[X Link](https://x.com/KerrisdaleCap/status/1859238443567493548)  2024-11-20T14:12Z 80.8K followers, [----] engagements


"$OKLO is designing a sodium-cooled reactor a technology with a history of reliability problems involving fires and leaks leading to prolonged shutdowns. There is no reason to expect $OKLO will be any different. 6/7"  
[X Link](https://x.com/KerrisdaleCap/status/1859238539616993349)  2024-11-20T14:13Z 80.8K followers, 14.4K engagements


"$OKLO will require billions of dollars to support its capital intensive biz model. With hype over nuclear powered AI datacenters at fever pitch a parabolic rise in share price & years of cash burn before any revenue let alone profit dilutive capital raises are likely 7/7"  
[X Link](https://x.com/KerrisdaleCap/status/1859238877044563984)  2024-11-20T14:14Z 80.8K followers, 13.2K engagements


"But the SRR contract is much smaller: $20-25M/year at most according to Army budget docs. Army officials also say that the replacement cycle will be every 2-3 years and product specs require open system compatibility with new vendors which will be reconsidered each cycle (2/9)"  
[X Link](https://x.com/KerrisdaleCap/status/1879918689522466994)  2025-01-16T15:48Z 81K followers, [----] engagements


"$RCAT has been talking up big follow on-sales with an Army stamp of approval. But the Marines already have an infantry drone the Air Force has no infantry and other govt agencies (DOI DHS CBP) have tiny budgets for new drones and/or have chosen cheaper brands. (3/9)"  
[X Link](https://x.com/KerrisdaleCap/status/1879918847542923316)  2025-01-16T15:49Z 81K followers, [----] engagements


"As for NATO customers thats likely another dead end. Euro drone contracts are smaller they have cheap homegrown options and they're not afraid to just modify Chinese drones. Mgmt has also been talking up NATO contracts for *3 YEARS* with almost [--] results. (4/9)"  
[X Link](https://x.com/KerrisdaleCap/status/1879919187923263564)  2025-01-16T15:50Z 81K followers, [----] engagements


"Defense industry consultants also told us that $RCAT preempted DOD and publicized the award without permission weakening $RCAT's position in negotiations for whatll already probably be a lousy contract. (5/9)"  
[X Link](https://x.com/KerrisdaleCap/status/1879919657521746034)  2025-01-16T15:52Z 81K followers, [----] engagements


"Peers take a dim view of the SRR bc it's small w meagre margins. $AVAV said in Q4 call: we intentionally chose not to compete for that making money in that market and that business is not an easy thing. if you look at the financials of some of these companies it's evident"  
[X Link](https://x.com/KerrisdaleCap/status/1879919811700167102)  2025-01-16T15:53Z 81K followers, [----] engagements


"Mgmt guided to $50-55M in '25 revenue excluding SRR. We think there's no shot. Half that is meant to come from a drone by FlightWave (acquired in September) which doesn't even have a factory yet and lists its address next to a yacht club in Puerto Rico (7/9)"  
[X Link](https://x.com/KerrisdaleCap/status/1879919961050952053)  2025-01-16T15:53Z 81K followers, [----] engagements


"The rest of guidance is to come from the Teal [--] which will be produced on the same assembly line as the SRR even though mgmt has stressed the difficulty of producing two drones at once on that line. Demand is too weak anyways & $RCAT has missed numbers [--] Qs in a row. (8/9)"  
[X Link](https://x.com/KerrisdaleCap/status/1879920252940939461)  2025-01-16T15:54Z 81K followers, [----] engagements


"$RCAT is a story of grandiose promises rarely kept. Maybe that's why George Matus Teal's founder and the brains behind the SRR resigned a week after the program win and sold most of his stock. And the CFO too. We dont see why retail holders would stick around either (9/9)😿"  
[X Link](https://x.com/KerrisdaleCap/status/1879922077547053210)  2025-01-16T16:02Z 81K followers, [----] engagements


"@KevinLMak @BDM110110 I was narrowly commenting on how to interpret the army procurement document with respect to what's been provisioned currently for [----] and how it's $17.5m for $RCAT's SRR not $69.5m"  
[X Link](https://x.com/KerrisdaleCap/status/1880324848242815379)  2025-01-17T18:42Z 81K followers, [----] engagements


"$LUMN -14% and down over -30% from our report as rumored $5.5bn sale to AT&T for consumer fiber disappoints. As we wrote even an estimated $6bn would create little value for this failing legacy telco We're short $LUMN. Report at https://t.co/DBCgHiNYYg. Despite 400% stock rise in recent weeks AI can't save this dying overlevered legacy telecom. The newly announced deals won't reverse worsening sales and margin trends amid a staggering debt burden. Equity is worthless. 1/8 We're short $LUMN. Report at https://t.co/DBCgHiNYYg. Despite 400% stock rise in recent weeks AI can't save this dying"  
[X Link](https://x.com/KerrisdaleCap/status/1904608207135531488)  2025-03-25T18:55Z 82.1K followers, 14.9K engagements


"@BrendanCarrFCC take a look at our report from [----] on $DISH at Make Spectrum Great Again: Take back Charlies frequencies. CC: @elonmusk https://vimeo.com/165593015 http://kerr.co/dish New: @BrendanCarrFCC is warning @EchoStars Charlie Ergen that his spectrum war chest could be at risk. It so happens that @elonmusks SpaceX has been gunning for some of that same spectrum in recent months. Watch this space https://t.co/CsOHNxu8GC https://vimeo.com/165593015 http://kerr.co/dish New: @BrendanCarrFCC is warning @EchoStars Charlie Ergen that his spectrum war chest could be at risk. It so happens"  
[X Link](https://x.com/KerrisdaleCap/status/1922022470594314530)  2025-05-12T20:14Z 82.3K followers, [---] engagements


"Seagates HAMR transition is a game changer and its next-gen 40TB drive in [----] will translate into gross margin expansion and mkt share gains that will shock analysts 2/7"  
[X Link](https://x.com/KerrisdaleCap/status/1922998658527609286)  2025-05-15T12:53Z 83K followers, [----] engagements


"Hard disk drives hold almost 90% of the data in big data centers and w/HDDs 6x cheaper than flash HDDs will continue to be a key beneficiary of the data boom for at least the next decade 3/7"  
[X Link](https://x.com/KerrisdaleCap/status/1922999134459474237)  2025-05-15T12:54Z 83K followers, [----] engagements


"Consolidation has made the HDD sector essentially a 2-player mkt. Price wars are a thing of the past and players are judicious about adding supply. Result: pricing power expanding margins high ROIC 6/7"  
[X Link](https://x.com/KerrisdaleCap/status/1922999850091651240)  2025-05-15T12:57Z 83.1K followers, [----] engagements


"Our DCF spits out $250 stock px our comps analysis yields $198. Both $STX & $WDC are woefully mispriced and as HAMR ramp + data center growth fuels earnings surprises $STX should re-rate higher 7/7"  
[X Link](https://x.com/KerrisdaleCap/status/1923000329240473708)  2025-05-15T12:59Z 83.3K followers, 11.3K engagements


"Our $STX writeup below on @SeekingAlpha for those researching the name and want to discuss questions / comments in the Seeking Alpha Q&A $STX - Seagate: It's HAMR Time. https://t.co/YLBupDQKKz #economy #stocks #stockmarket $STX - Seagate: It's HAMR Time. https://t.co/YLBupDQKKz #economy #stocks #stockmarket"  
[X Link](https://x.com/KerrisdaleCap/status/1927781577448165780)  2025-05-28T17:38Z 83.2K followers, 12.8K engagements


"It starts with the software: $AUR's classic self-driving architecture will never enable point-to-point shipping. Best case scenario is a hub-and-spoke network with autonomous trucking doing the hub-to-hub highway miles and manned drayage doing the first/last mile. (2/n)"  
[X Link](https://x.com/KerrisdaleCap/status/1957792263032930411)  2025-08-19T13:10Z 83.2K followers, [----] engagements


"Aurora wants to run a "capital-light" SaaS model charging $0.75/mile for self-driving software. We show that drayage costs and reliability discounts will cap Aurora's take at just $0.50/mile. The entire market ($0.50 x 20B miles = $10B) is smaller than AUR's market cap. (5/9)"  
[X Link](https://x.com/KerrisdaleCap/status/1957792965306237019)  2025-08-19T13:13Z 83.2K followers, [----] engagements


"It gets worse: $AUR just wants to sell software but hub-and-spoke freight means someone has to build/operate physical hubs. Aurora insists someone else will step up but obviously no one has. Unsurprising given billions of $ in required investment and no path to payoff. (6/9)"  
[X Link](https://x.com/KerrisdaleCap/status/1957793076337852762)  2025-08-19T13:13Z 84.3K followers, [----] engagements


"For the physical trucks Aurora's partnering with Volvo and PACCAR. $AUR says autonomous trucks will cost the same as regular trucks but execs at both OEMs told us it'll cost much more. The truck & hardware will consume a 3rd or more of $AUR's $0.50/mile fee (7/9)"  
[X Link](https://x.com/KerrisdaleCap/status/1957793149029359657)  2025-08-19T13:13Z 84.3K followers, [----] engagements


"There's also competition: Daimler-Torc Waabi and Kodiak are all catching up taking a more holistic/lower-cost approach. Aurora's roll-out meanwhile has been super slow with deployment on just [---] miles of highway. Expansion plans keep getting pushed out. (8/9)"  
[X Link](https://x.com/KerrisdaleCap/status/1957793242503635131)  2025-08-19T13:14Z 84.3K followers, [----] engagements


"Bottom line: Autonomous trucking is a niche market and Aurora will have to split it with better-positioned truck/component manufacturers hub developers logistics operators and competition. $AUR should trade like a speculative small cap and we think it will. (9/9)"  
[X Link](https://x.com/KerrisdaleCap/status/1957793398355579277)  2025-08-19T13:14Z 84.3K followers, [----] engagements


"$ACMR +20% as China tells customers to focus on domestically produced chips. "Chip industry analysts also said Beijings actions reinforce its commitment to its own chip self-sufficiency campaigns." Domestic Chinese semicaps continue to have bright long-term growth prospects Nvidia looking to halt H20 chip production after China cracks down on purchases reports say https://t.co/AtOobS3LSo Nvidia looking to halt H20 chip production after China cracks down on purchases reports say https://t.co/AtOobS3LSo"  
[X Link](https://x.com/KerrisdaleCap/status/1958893787163283642)  2025-08-22T14:07Z 84.3K followers, 11.6K engagements


"Pure insults investors by suggesting leading hyperscalers such as Google and Amazon would adopt its products if they only looked at total cost of ownership. These companies are arguably the most sophisticated IT buyers on the planet and they arent buying $PSTGs products (2/10)"  
[X Link](https://x.com/KerrisdaleCap/status/1963590329392680975)  2025-09-04T13:09Z 84.2K followers, [----] engagements


"Our detailed TCO analysis confirms what we heard from hyperscaler storage architects: HDDs still maintain a 5-6x cost advantage over flash-based solutions for bulk storage applications and the HDD access density issue is a red herring. (3/10)"  
[X Link](https://x.com/KerrisdaleCap/status/1963590404181278879)  2025-09-04T13:10Z 84.2K followers, [----] engagements


"Pures deal with Meta has been overhyped. Far from buying Pures products Meta is simply licensing its software for a narrow and replicable capability. $PSTG has failed to win subsequent projects and was guarded on new customer prospects on its recent earnings call. (4/10)"  
[X Link](https://x.com/KerrisdaleCap/status/1963590600164319488)  2025-09-04T13:10Z 84.2K followers, [----] engagements


"$PSTGs supposed architecture advantage has been nullified by the new generation of high-performance data infrastructure players such as DDN WEKA VAST Data and Hammerspace who leverage commodity hardware and can achieve far greater scale. (5/10)"  
[X Link](https://x.com/KerrisdaleCap/status/1963590703738487216)  2025-09-04T13:11Z 84.2K followers, [----] engagements


"Theres a good reason why VAST is rumored to be raising money from Google and NVIDIA at a $30B valuation (10% higher than Pures market cap): they are a true AI enabler. Former $PSTG executives have noted they were surprised by VASTs outperformance. (6/10)"  
[X Link](https://x.com/KerrisdaleCap/status/1963590795744702739)  2025-09-04T13:11Z 84.4K followers, [----] engagements


"$PSTGs core enterprise business is vulnerable: big competitors like $DELL $HPE and $NTAP have closed the gap on storage-as-a-service offerings non-disruptive upgrades and management software while their superior product breadth makes them more strategic to customers. (7/10)"  
[X Link](https://x.com/KerrisdaleCap/status/1963590975692964234)  2025-09-04T13:12Z 84.4K followers, [----] engagements


"$PSTG may have benefited from the adoption of all-flash arrays but its AFA market share has been largely stagnant and the migration of workloads to the cloud makes its core business a melting ice cube. (8/10)"  
[X Link](https://x.com/KerrisdaleCap/status/1963591166324019388)  2025-09-04T13:13Z 84.2K followers, [----] engagements


"Despite its perception as a disruptive high-performance pure play $PSTG is poorly positioned to capitalize on cloud or AI infrastructure spend themes. NetApp is arguably better positioned for each delivers superior profitability and trades at half the price. (9/10)"  
[X Link](https://x.com/KerrisdaleCap/status/1963591271026491579)  2025-09-04T13:13Z 84.2K followers, [----] engagements


"Finally Pure doesnt deserve the premium SaaS valuation multiple that bulls want to ascribe it. Its software revenue largely comes from maintenance support and pre-paid hardware upgrades. Another former tech darling now legacy we see 50%+ downside in $PSTG shares. (10/10)"  
[X Link](https://x.com/KerrisdaleCap/status/1963591463930896660)  2025-09-04T13:14Z 84.2K followers, [----] engagements


"$CRWV shareholders only benefit from whatevers left when the chips are no longer under long term contract. Nvidias annual cadence means todays GPUs are obsolete not too long after they are installed leaving equity stuck with the scraps of dramatically depreciated hardware"  
[X Link](https://x.com/KerrisdaleCap/status/1967577039436972152)  2025-09-15T13:11Z 84.2K followers, 17.5K engagements


"$CRWV is boxed in with biz model that revolves around hyperscalers signing multi-year deals to backstop expensive debt. That keeps it out of the mid-market kills flexibility and leaves nothing beyond renting bare metal cheap to giants building their own. 5/10"  
[X Link](https://x.com/KerrisdaleCap/status/1967577089344983314)  2025-09-15T13:11Z 84.2K followers, 16.2K engagements


"Management knows the economics of this model are weak. Thats why in June it handed analysts an illustrative contract with dazzling IRRs and rapid payback. Too bad the math only works in fantasyland. 6/10"  
[X Link](https://x.com/KerrisdaleCap/status/1967577141354303849)  2025-09-15T13:12Z 84.2K followers, 14.8K engagements


"80%+ margins zero cost of equity and residuals on 5-year-old GPUs. A former $CRWV engineer called it utopian. These numbers exist for one reason: to distract from unit economics that dont work. 7/10"  
[X Link](https://x.com/KerrisdaleCap/status/1967577198203998693)  2025-09-15T13:12Z 84.2K followers, 21.3K engagements


"$BMNRs premium has been sliding lower and lower and will probably continue bleeding until its at NAV or below. The lower it goes the slower the ETH-per-share accretion until it collapses below [--]. MNav is 1.4x today with 40%+ downside 5/9"  
[X Link](https://x.com/KerrisdaleCap/status/1975922107021193500)  2025-10-08T13:51Z 86.5K followers, 22.5K engagements


"Mgmt changed reporting just as growth stalled. After Aug [--] it stopped providing NAV-per-share and share count key data investors need and have demanded. If per share accretion was improving they would be marketing it right 6/9"  
[X Link](https://x.com/KerrisdaleCap/status/1975922239666098355)  2025-10-08T13:52Z 86.4K followers, 19.5K engagements


"Last months accretive $365M direct deal at a headline $70 wasnt what it seemed. Once you value the attached warrants it was effectively a discounted cash grab dressed up as a premium raise 7/9"  
[X Link](https://x.com/KerrisdaleCap/status/1975922648874996138)  2025-10-08T13:54Z 86.5K followers, 17.5K engagements


"DATs are just pretty dumb. In what world can rando after rando launch shell after shell to issue equity endlessly to accumulate the same liquid tradable asset without all the shells trading down to a discount to their NAVs 8/9"  
[X Link](https://x.com/KerrisdaleCap/status/1975922876839522580)  2025-10-08T13:54Z 86.4K followers, 26.7K engagements


"Were not short ETH. If you want ETH just go buy ETH. It has never been easier. $BMNRs whole pitch is to get investors to overpay for copying a playbook that no longer works. No Strategy no scarcity no reason this company deserves a premium. 9/9"  
[X Link](https://x.com/KerrisdaleCap/status/1975922996544970847)  2025-10-08T13:55Z 86.4K followers, 29.8K engagements


"$NOW launches new Screwing-Shortsellers-as-a-Service (SSAAS) offering. Analysts upgrade to super-outperform on 20x [----] revenue estimate"  
[X Link](https://x.com/KerrisdaleCap/status/372083691675082753)  2013-08-26T19:50Z 80.3K followers, [--] engagements


"$UHAL virtual analyst day today at 2pm EST: http://t.co/ripBOVWa94 http://bit.ly/1dpZa86 http://bit.ly/1dpZa86"  
[X Link](https://x.com/KerrisdaleCap/status/373088517762465793)  2013-08-29T14:23Z 80.3K followers, [--] engagements


"$UHAL upgraded to Strong Buy at CL King $243 px target. Contact mrm@clking.com for note"  
[X Link](https://x.com/KerrisdaleCap/status/379578834787790848)  2013-09-16T12:13Z 80.3K followers, [--] engagements


"CL King on $UHAL: unusually inexpensive at only 10.3x 2013e EPS for mkt leader with 20% op margins 20%+ ROE non-cyclical biz widening moat"  
[X Link](https://x.com/KerrisdaleCap/status/379580864013021184)  2013-09-16T12:21Z 80.3K followers, [--] engagements


"$UHAL reports strong earnings: http://t.co/BgtGHQ8PCh. EPS up 25% revenue up 12% EBIT up 23%. Still trades at only 12x P/E http://prn.to/189Hh6O http://prn.to/189Hh6O"  
[X Link](https://x.com/KerrisdaleCap/status/398429156846731264)  2013-11-07T12:38Z 80.3K followers, [--] engagements


"We're short $PLUG and just published an article explaining why PLUG is dramatically overvalued: http://t.co/V4cQOVoDPX http://kerr.co/plug http://kerr.co/plug"  
[X Link](https://x.com/KerrisdaleCap/status/451373915911098370)  2014-04-02T15:01Z 80.2K followers, [--] engagements


"Sidoti launched coverage of $UHAL this morning. BUY rating $310 price target. $UHAL remains the largest position in our portfolio #catalyst"  
[X Link](https://x.com/KerrisdaleCap/status/454610459677978624)  2014-04-11T13:22Z 80.3K followers, [--] engagements


"Sidoti's $310 px "target equates to 16.5x multiple on C2014 EPS estimate which compares with 15.5x current forward mult of S&P 500" $UHAL"  
[X Link](https://x.com/KerrisdaleCap/status/454610632244219904)  2014-04-11T13:23Z 80.3K followers, [--] engagements


"$UHAL beats estimates and posts strong y-o-y growth: http://t.co/Nd2iOZeTRN. Still cheap at 15x LTM P/E at and still our biggest position http://prn.to/1nxuYOt http://prn.to/1nxuYOt"  
[X Link](https://x.com/KerrisdaleCap/status/472040427399680000)  2014-05-29T15:43Z 80.3K followers, [--] engagements


"We are long $WBS and encourage its board to explore spinning off its high-growth highly valuable hidden asset: HSA Bank"  
[X Link](https://x.com/KerrisdaleCap/status/572404364494688256)  2015-03-02T14:33Z 80.3K followers, [--] engagements


"$WBS has two components: a solid regional bank in CT and a high-growth specialized administrator of health savings accounts similar to $HQY"  
[X Link](https://x.com/KerrisdaleCap/status/572404506295713792)  2015-03-02T14:34Z 80.3K followers, [--] engagements


"We believe combined valued of $WBS is more than $46/share with $17 from HSA Bank and $29 from core CT regional bank"  
[X Link](https://x.com/KerrisdaleCap/status/572404655147356161)  2015-03-02T14:34Z 80.2K followers, [--] engagements


"$WBS: Barclays Wells Fargo and FBR also issued excellent updates last week focusing on HSA opportunity"  
[X Link](https://x.com/KerrisdaleCap/status/576377826510839808)  2015-03-13T13:42Z 80.2K followers, [--] engagements


"$WBS reported this morning strong growth in HSA division. Deposits up 20% y/y accounts up 25% HSA pretax income up 113% (incl acq growth)"  
[X Link](https://x.com/KerrisdaleCap/status/588696335206985728)  2015-04-16T13:31Z 80.3K followers, [--] engagements


"$WBS: Eminence announces holding and discusses thesis in Q2 letter -- http://t.co/AZzLBJ7vnm http://www.valuewalk.com/2015/08/eminence-capital-q2-letter/ http://www.valuewalk.com/2015/08/eminence-capital-q2-letter/"  
[X Link](https://x.com/KerrisdaleCap/status/631197339399647232)  2015-08-11T20:15Z 80.3K followers, [--] engagements


"We are indeed short $DISH. We haven't chosen to discuss it publicly yet. When we do we'll have a lot to say"  
[X Link](https://x.com/KerrisdaleCap/status/728572853830995968)  2016-05-06T13:11Z 80.2K followers, [--] engagements


"To learn more about how $DISH has wasted the nations spectrum and misled regulators visit http://www.makespectrumgreatagain.com http://www.makespectrumgreatagain.com"  
[X Link](https://x.com/KerrisdaleCap/status/730400073121673220)  2016-05-11T14:12Z 80.3K followers, [--] engagements


"Whether you look at sellside NAVs company projections or calculate yr own DCF $AG trading at unheard-of premium to its net asset value 3/4"  
[X Link](https://x.com/KerrisdaleCap/status/771339837613936640)  2016-09-01T13:32Z 80.3K followers, [--] engagements


"Excellent letter by Elliott on $CTSH we own and agree. Improved margins capital allocation - multiple re-rating http://bit.ly/2gaDxjD http://bit.ly/2gaDxjD"  
[X Link](https://x.com/KerrisdaleCap/status/803278397224976384)  2016-11-28T16:44Z 80.3K followers, [--] engagements


"$QNST preannounced a revenue beat. Shoutout to for all its hard work. Swagbucks don't grow on trees Weve hired [--] firms that specialize in auditing for ad fraud to investigate $QNST. This is just the beginning. http://insurancebranch.com http://insurancebranch.com"  
[X Link](https://x.com/KerrisdaleCap/status/984416885776105473)  2018-04-12T13:04Z 80.3K followers, [--] engagements


"Discussed the scourge of phony online ad traffic bots fake websites domain spoofing and how short activists can help reform abuses in adtech at the @KaseLearning short selling conference"  
[X Link](https://x.com/KerrisdaleCap/status/992042924966858752)  2018-05-03T14:07Z 80.2K followers, [--] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing