# ![@RightFieldCap Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1909702145063948288.png) @RightFieldCap Jim McMahon

Jim McMahon posts on X about $msgs, the first, ai, knicks the most. They currently have [------] followers and [--] posts still getting attention that total [--] engagements in the last [--] hours.

### Engagements: [--] [#](/creator/twitter::1909702145063948288/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1909702145063948288/c:line/m:interactions.svg)

- [--] Week [--] +210%
- [--] Month [-----] -62%
- [--] Months [------] +2,196%

### Mentions: [--] [#](/creator/twitter::1909702145063948288/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1909702145063948288/c:line/m:posts_active.svg)

- [--] Week [--] +25%
- [--] Month [--] +4.20%
- [--] Months [--] +813%

### Followers: [------] [#](/creator/twitter::1909702145063948288/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1909702145063948288/c:line/m:followers.svg)

- [--] Week [---] +4.80%
- [--] Month [---] +3.80%
- [--] Months [---] +25%

### CreatorRank: undefined [#](/creator/twitter::1909702145063948288/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1909702145063948288/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  [stocks](/list/stocks)  [countries](/list/countries)  [travel destinations](/list/travel-destinations)  [technology brands](/list/technology-brands)  [cryptocurrencies](/list/cryptocurrencies)  [nba](/list/nba)  [agencies](/list/agencies)  [celebrities](/list/celebrities) 

**Social topic influence**
[$msgs](/topic/$msgs), [the first](/topic/the-first), [ai](/topic/ai), [knicks](/topic/knicks), [in the](/topic/in-the), [$you](/topic/$you), [$zim](/topic/$zim), [up to](/topic/up-to), [conocophillips](/topic/conocophillips), [the new](/topic/the-new)

**Top accounts mentioned or mentioned by**
[@txmctrades](/creator/undefined) [@flippyfloppy52](/creator/undefined) [@grok](/creator/undefined) [@seconds0](/creator/undefined) [@paddingtonj316](/creator/undefined) [@huemul1957](/creator/undefined) [@tothemadmax](/creator/undefined) [@spacanpanman](/creator/undefined) [@thekookreport](/creator/undefined) [@bradsetser](/creator/undefined) [@ericerins](/creator/undefined) [@thestalwart](/creator/undefined) [@bubblebabyboi](/creator/undefined) [@borrowedideas](/creator/undefined) [@pinstripebungle](/creator/undefined) [@themindscourge](/creator/undefined) [@averyfjames](/creator/undefined) [@bowtiedshipping](/creator/undefined) [@jacobashell](/creator/undefined) [@pantexcap](/creator/undefined)

**Top assets mentioned**
[Madison Square Garden Sports Corp. (MSGS)](/topic/$msgs) [CLEAR Secure, Inc. (YOU)](/topic/$you) [ZIM Integrated Shipping Services Ltd. (ZIM)](/topic/$zim) [ConocoPhillips (COP)](/topic/conocophillips) [BGC Group, Inc. Class A Common Stock (BGC)](/topic/$bgc) [Liberty Energy Inc. (LBRT)](/topic/$lbrt) [Advanced Energy Industries Inc (AEIS)](/topic/$aeis) [SOLLENSYS CORP (SOLS)](/topic/$sols) [AltLayer (ALT)](/topic/$alt) [YELP INC. (YELP)](/topic/$yelp) [Copiosa Coin (COP2)](/topic/$cop) [PepsiCo, Inc. (PEP)](/topic/$pep) [Coeur Mining, Inc. (CDE)](/topic/$cde) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [MP Materials Corp. (MP)](/topic/$mp) [Intel Corporation (INTC)](/topic/$intc) [Venture Global, Inc (VG)](/topic/$vg) [Microsoft Corp. (MSFT)](/topic/$msft) [Canton (CC)](/topic/$cc)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@paddington_J316 @huemul1957 @ToTheMadMax @spacanpanman @thekookreport FYI the short thesis referenced in the screenshots was posted in September after the initial pop over $30. It (and the comments) is the best collection of ASTS bear theses Ive read. IMO the high short interest boils down to a bet on launch setbacks"  
[X Link](https://x.com/RightFieldCap/status/1925994258185552161)  2025-05-23T19:16Z [--] followers, [--] engagements


"If I see one more tweet about the Dominos next to the Pentagon.I'm ordering the MeatZZa with loaded tots + medium pepsi wild cherry"  
[X Link](https://x.com/RightFieldCap/status/1937597940056338542)  2025-06-24T19:45Z [--] followers, [--] engagements


"Forget city-owned grocery stores Mamdani should instead leverage the SDNY to enforce anti price discrimination legislation already in place--this is both politically palatable and actually effective in reducing operating costs for small family-owned grocery stores"  
[X Link](https://x.com/ArtisinalCap/status/1938347720646987812)  2025-06-26T21:24Z [--] followers, [---] engagements


"Expanding on this: if Nabisco charges Walmart $.80 per pack of Oreos and a *bodega distributor* $1 a return of Robinson-Patman may lead them to charging all parties $.90. Nabisco passes the costs as does Walmart and the bodega reaps the benefit"  
[X Link](https://x.com/ArtisinalCap/status/1946730316820881744)  2025-07-20T00:34Z [--] followers, [--] engagements


"Zoom out country-wide and this is a net negative to the consumer as more shop at supermarkets than bodegas. But the state + municipal argument is strong--leverage the limited economic power at your disposal for your base/agenda ( la Trump tariffs)"  
[X Link](https://x.com/ArtisinalCap/status/1946756245358022857)  2025-07-20T02:17Z [--] followers, [--] engagements


"@Brad_Setser The admin gave the EU lots of rope to hang itself with--van der Leyen can't compel companies to buy LNG and the bloc's biggest members are publicly against it. And Trump is addicted to the tariff dealmaking process. There is no shot he is done negotiating with EU *members*"  
[X Link](https://x.com/rtisanalCap/status/1950285316872376473)  2025-07-29T20:00Z [--] followers, [---] engagements


"What's truly concerning is how widespread and kneejerk this sentiment is--I know doctors and lawyers my age who relished in Brian Thompson's murder. I'd argue the unemployment (and underemployment) of young men is the critical issue of the next decade. 44K likes for this post. An innocent woman / mother murdered in cold blood. No compassion or empathy for loss of her life. Just talks about her pay and rest in piss hope youre opening your eyes as to whats happening in our country. 44K likes for this post. An innocent woman / mother murdered in cold blood. No compassion or empathy for loss of"  
[X Link](https://x.com/rtisanalCap/status/1950940700738003028)  2025-07-31T15:24Z [--] followers, [---] engagements


"It's [----] your son's first game at Dodger stadium and after paying $125 for a pretzel you're notified by the AI Vin Scully PA that this afternoon's game is postponed due to rolling electrical blackouts disabling the ABS Umpire. Verlander to start the [--] inning doubleheader tmrw Teams will get two ABS challenges per game in [----] and will retain them if successful https://t.co/AheIHRr9Ex Teams will get two ABS challenges per game in [----] and will retain them if successful https://t.co/AheIHRr9Ex"  
[X Link](https://x.com/JmMcMn/status/1970579965159841828)  2025-09-23T20:04Z [---] followers, [---] engagements


"https://x.com/jmmcmn/status/1946725965616251004 Regarding the deluge of AI resumes. All *public* internet spaces will eventually lead to verifying your profile and AI will accelerate it. https://x.com/jmmcmn/status/1946725965616251004 Regarding the deluge of AI resumes. All *public* internet spaces will eventually lead to verifying your profile and AI will accelerate it"  
[X Link](https://x.com/JmMcMn/status/1973212250409497085)  2025-10-01T02:23Z [--] followers, [--] engagements


"My current Grift Gone Wild Portfolio Gold: $CDE $THM $GDX Grift: $BGC and now $LBRT (Energy Secretary) Weapons: $ASTS $VOD $YOU Former members $MP $INTC $FNMA & $FMCC have been retired. Thank you for your service"  
[X Link](https://x.com/JmMcMn/status/1975253084046840181)  2025-10-06T17:33Z [---] followers, [---] engagements


"Long LNG $VG $LBRT"  
[X Link](https://x.com/JmMcMn/status/1975349540732744140)  2025-10-06T23:56Z [---] followers, [---] engagements


"Surgeon Generals Notice: Owning $ZIM may induce perpetual symptoms of seasickness in the shareholder Im long $ZIM. This is the cheapest asset-light shipping company in the market trading at a $1.9B market cap while literally sitting on more cash than its entire valuation. (1/18) Im long $ZIM. This is the cheapest asset-light shipping company in the market trading at a $1.9B market cap while literally sitting on more cash than its entire valuation. (1/18)"  
[X Link](https://x.com/JmMcMn/status/1976655315438621179)  2025-10-10T14:25Z [--] followers, [---] engagements


"Blake Snell is one of the streakiest elite pitchers I've ever seen. Leaving him in a game he's dominating like last night is barely more obvious in hindsight than in the momentCash's early pull WS looks even worse [--] yrs later. Do stats back this up https://sabr.org/p=76741 https://sabr.org/p=76741"  
[X Link](https://x.com/JmMcMn/status/1978181602996854977)  2025-10-14T19:30Z [--] followers, [--] engagements


"@Eric_Erins Go to the old city center have a drink in the Piazza Bellini and get a good view of Vesuvius from Nuovo or Ovo castle"  
[X Link](https://x.com/JmMcMn/status/1978496472845819977)  2025-10-15T16:21Z [---] followers, [--] engagements


"Strong growth from Fenics in $BGC's Q2 report. Tuning into the call now but will likely be buying the dip here"  
[X Link](https://x.com/JmMcMn/status/1950919777620238789)  2025-07-31T14:01Z [---] followers, [---] engagements


"Sharp decline in $YOU today on low vol. I can't find a CLEAR reason for the selloff so I'm tentatively buying--there will be more opps but this is a LT hold. Unfortunately biometric verification is coming to a kiosk near you and sooner than we fear. May as well own a slice"  
[X Link](https://x.com/JmMcMn/status/1973192717527294338)  2025-10-01T01:06Z [---] followers, [---] engagements


"Also a strong believer in leadership who is demonstrably shareholder friendly (and a strong advocate for early BRCA testing) https://open.spotify.com/episode/5jjGrutS2hskQOFJAgK7g3si=BUfrJ4iaRFafNvHQ5YD53Q https://open.spotify.com/episode/5jjGrutS2hskQOFJAgK7g3si=BUfrJ4iaRFafNvHQ5YD53Q"  
[X Link](https://x.com/Lupraccan/status/1973213008408248563)  2025-10-01T02:26Z [---] followers, [--] engagements


"@TheStalwart You're fighting the good fight Joe. Disagreeableness will save us all"  
[X Link](https://x.com/JmMcMn/status/1980374641756762509)  2025-10-20T20:44Z [--] followers, [--] engagements


"Big beat and raise for $AEIS"  
[X Link](https://x.com/Lupraccan/status/1985818033265262731)  2025-11-04T21:14Z [---] followers, [---] engagements


"Non-GAAP EPS $1.74 vs est. [----] Revenue $463M vs est. $442M"  
[X Link](https://x.com/Lupraccan/status/1985819213081297260)  2025-11-04T21:19Z [---] followers, [--] engagements


"I sold $CCCX and $MSFT on 10/13 no other transactions since"  
[X Link](https://x.com/Lupraccan/status/1985885814685909011)  2025-11-05T01:44Z [---] followers, [---] engagements


"Took a starter position in $SOLS ahead of earnings"  
[X Link](https://x.com/Lupraccan/status/1986142283759321471)  2025-11-05T18:43Z [---] followers, [---] engagements


"Fell down the OpenAI exec board rabbit hole and discovered Ben Nimmo an alltime web cv: Scuba InstructorJournoAtlantic CouncilHead disinfo guy at Meta in '17principal investigator at OpenAI Nimmo etymology also fascinating: either from scots-gaelic for angel or old french"  
[X Link](https://x.com/JmMcMn/status/1986496875696951517)  2025-11-06T18:12Z [---] followers, [--] engagements


"@bubblebabyboi @borrowed_ideas wrote a nice piece about this last month. In short the argument for deteriorating earnings from depreciation is overrated. I think the better way to play this is to be long refrigerants more $SOLS less $CC. https://mbi-deepdives.com/why-i-dont-worry-as-much-about-big-techs-depreciation-schedule/ https://mbi-deepdives.com/why-i-dont-worry-as-much-about-big-techs-depreciation-schedule/"  
[X Link](https://x.com/Lupraccan/status/1988073993899782174)  2025-11-11T02:39Z [---] followers, [---] engagements


"@PinstripeBungle Do you think this continues post-MAGA Or will a Dem winning in '28 recycle the staff"  
[X Link](https://x.com/JmMcMn/status/1990572198340538551)  2025-11-18T00:06Z [---] followers, [--] engagements


"May be getting too cute here but I like selling some 11/21 $ZIM puts with ER on Thursday. You collect premium or buy shares at Friday's price. Glickman cant change the thesis over Q&A"  
[X Link](https://x.com/JmMcMn/status/1990643444851659190)  2025-11-18T04:49Z [---] followers, [---] engagements


""Ireland is now so under-resourced that only four of its eight vessels are in service. Friendly Nato nations are unable to communicate a potential hazard.because Ireland lacks the intelligence systems to receive classified information." https://on.ft.com/49F90VY https://on.ft.com/49F90VY"  
[X Link](https://x.com/Lupraccan/status/1993449016009593278)  2025-11-25T22:37Z [---] followers, [--] engagements


"Some historical context re: diplomatic leaks and backdooring Middle East peace: Extremely rare leak of a phone call transcript between Putin's senior foreign policy-adviser and Steve Witkoff via Bloomberg. Witkoff advises Putin's aid on how to pitch Trump on backing a Gaza-style peace plan for Ukraine https://t.co/hHxKGg1a0H Extremely rare leak of a phone call transcript between Putin's senior foreign policy-adviser and Steve Witkoff via Bloomberg. Witkoff advises Putin's aid on how to pitch Trump on backing a Gaza-style peace plan for Ukraine https://t.co/hHxKGg1a0H"  
[X Link](https://x.com/CapitalArcana/status/1993493493407531150)  2025-11-26T01:34Z [---] followers, [---] engagements


"Witkoff == Kissinger but the latter would frequently leak negotiations to the press. I dont have good sources on-hand re: Nov '68 (the more egregious instance of leaking). Screenshots: [--]. Hong c Nh [--]. Transcript of Paris Nov '72 3+4. Frank Snepp"  
[X Link](https://x.com/CapitalArcana/status/1993495340633534936)  2025-11-26T01:41Z [---] followers, [--] engagements


"@TheMindScourge good call I think the Bali Industrial Complex has legs"  
[X Link](https://x.com/CapitalArcana/status/1993502343913259474)  2025-11-26T02:09Z [---] followers, [--] engagements


"@averyfjames This may be the weakest defense of invading Iraq I've ever read"  
[X Link](https://x.com/CapitalArcana/status/1993734830324961284)  2025-11-26T17:33Z [---] followers, [--] engagements


"This morning's sell-off in $ALT on CEO news underlines the persistent alpha in having an investing timeframe of longer than a couple weeks"  
[X Link](https://x.com/Lupraccan/status/1995537032190591198)  2025-12-01T16:54Z [---] followers, [---] engagements


"The foundational thesis for $YOU gets stronger by the day. Universal biometric ID is on its way: https://x.com/RnaudBertrand/status/1999106956171350252s=20 Insanely submitting your past [--] years' social media to enter the U.S. as a tourist is only a small part of the proposed upcoming requirements. You'll also need to give your DNA () among many other new requirements. All the additional info you'll need to give as a tourist https://t.co/h2cqdgGW9p https://x.com/RnaudBertrand/status/1999106956171350252s=20 Insanely submitting your past [--] years' social media to enter the U.S. as a tourist is"  
[X Link](https://x.com/Lupraccan/status/1999246616109416834)  2025-12-11T22:35Z [---] followers, [---] engagements


"$ZIM Surgeon Generals Notice: Owning $ZIM may induce perpetual symptoms of seasickness in the shareholder Surgeon Generals Notice: Owning $ZIM may induce perpetual symptoms of seasickness in the shareholder"  
[X Link](https://x.com/Lupraccan/status/1999578293964509598)  2025-12-12T20:33Z [---] followers, [---] engagements


"@BowTiedShipping It's been low volume all week probably due to passive selling flows from the dividend payout on Monday. Institutional buyers basically pegged $ZIM at $18 so I think calls here are warranted"  
[X Link](https://x.com/Lupraccan/status/1999582727268372935)  2025-12-12T20:50Z [---] followers, [---] engagements


"$YOU didnt expect this but pleasantly surprised. Next best thing would be some news about poor holiday air travel for a buying opportunity"  
[X Link](https://x.com/Lupraccan/status/1999590806642929882)  2025-12-12T21:22Z [---] followers, [--] engagements


"Update: it looks like someone is scaling out of $ALT in size. I'm out"  
[X Link](https://x.com/Lupraccan/status/2001011252924142032)  2025-12-16T19:27Z [---] followers, [---] engagements


"@JacobAShell I went to Providence College from '13-'17 got to know a couple retired city cops. My impression was the serious guys got into narcotics and worked closely with MA State Troopers. The rest of the dep't hasnt been serious since Buddy Cianci and wouldnt hold up to national scrutiny"  
[X Link](https://x.com/Lupraccan/status/2001103345323323438)  2025-12-17T01:33Z [---] followers, [----] engagements


"@PantexCap @taobanker He's had the same shtick for years"  
[X Link](https://x.com/Lupraccan/status/2005792448010957018)  2025-12-30T00:06Z [---] followers, [--] engagements


"@TXMCtrades (1) Energy is half the weight of food in CPI (2) $ weakness driving commodities up and other CPI inputs down (3) Swaps trade on topline (not seasonally adjusted) CPI. Compare it to FRED 1yr estimates and I think it's markets discounting the recent methodology shifts on CPI"  
[X Link](https://x.com/Lupraccan/status/2006421813937713294)  2025-12-31T17:46Z [---] followers, [---] engagements


"This thread asks the skeleton key question to the current global market: Why are commodities up and inflation expectations down Short answer is crude; there are more and better alternative responses than mine in that thread. As to which line will "catch up" to the other. @TXMCtrades (1) Energy is half the weight of food in CPI (2) $ weakness driving commodities up and other CPI inputs down (3) Swaps trade on topline (not seasonally adjusted) CPI. Compare it to FRED 1yr estimates and I think it's markets discounting the recent methodology shifts on CPI https://t.co/8d6m7gtGJT @TXMCtrades (1)"  
[X Link](https://x.com/Lupraccan/status/2006426618970145064)  2025-12-31T18:05Z [---] followers, [--] engagements


"I don't have a clue. I'm positioned for risk-on in emerging industries structural bull market in commodities and long-term yields to depress. My gut says those two lines stay diverged if not drift farther apart at least for now. At the end of the day macroeconomics is palm reading. The best way to invest is to buy good companies with inflecting earnings and hedge with bond bets. Plus an occasional special situation. https://twitter.com/i/web/status/2006432483462558207 https://twitter.com/i/web/status/2006432483462558207"  
[X Link](https://x.com/Lupraccan/status/2006432483462558207)  2025-12-31T18:29Z [---] followers, [--] engagements


"Productivity growth fails as a measurement of a successful political economy when the gains aren't evenly felt in wage growth and living standards though: e.g. Big Tech can juice productivity growth at the same time the CPA living in SF auditing Apple experiences a decline in real wage + living standards compared to his peer in Dallas (or Jackson MS). https://twitter.com/i/web/status/2007150289212846241 https://twitter.com/i/web/status/2007150289212846241"  
[X Link](https://x.com/Lupraccan/status/2007150289212846241)  2026-01-02T18:01Z [---] followers, [----] engagements


"Also cant speak to YELP but overall I dont like that factor's basket of names. I think the first firms to get significant P&L bumps from labor-related gains will get it by migrating already-offshored tasks to AI agents. It's an easy transition because that work is already siloed and atomized. Some offshore labor farms are already starting this. https://twitter.com/i/web/status/2007158838424748156 https://twitter.com/i/web/status/2007158838424748156"  
[X Link](https://x.com/Lupraccan/status/2007158838424748156)  2026-01-02T18:35Z [---] followers, [---] engagements


"@flippyfloppy52 There's a documented J-curve effect on ROA at firms that go through an ERP migration my gut says there will be a similar effect with AI. If youre a HF it may be a viable factor but yeah I personally just stay on the sidelines"  
[X Link](https://x.com/Lupraccan/status/2007160825564537230)  2026-01-02T18:43Z [---] followers, [--] engagements


"@flippyfloppy52 ERP migration costs prob get priced in immediately--I'm saying the Citrini thesis of "AI will reduce labor costs at bloated firms" is a bit too obvious and the lag effects are _not_ priced in at least right now. Getting short after a pop on an announcement is an asymmetric bet"  
[X Link](https://x.com/Lupraccan/status/2007164650241364102)  2026-01-02T18:58Z [---] followers, [--] engagements


"CH Robinson markets a minimal productivity increase as being larger than it is Coatue markets it as being the first of more to come and in two years the stock will return to 1H [----] multiples when greater productivity gains have yet to be realized"  
[X Link](https://x.com/Lupraccan/status/2007181488731640129)  2026-01-02T20:05Z [---] followers, [--] engagements


"Venezuela owes ConocoPhillips $8.5B--a remarkably 10% of VZ's GDP and 5% of its total debt. $COP is already up 7% (approx $8b in market cap) since POTUS reference to it on Dec [--]. Hard to parse the signal from the noise but wow does Trump love to call his shot"  
[X Link](https://x.com/anyuser/status/2007576586707735012)  2026-01-03T22:15Z [---] followers, [---] engagements


"@mattyglesias This is far down the list of reasons it's moreso because Walmart real estate needs are difficult to accomodate in urban areas. ALDI and LIDL already operate in NYC and are opening new stores this year--both stores "undercut" (ie benefit the consumer) the existing stores on price"  
[X Link](https://x.com/Lupraccan/status/2007874380538249248)  2026-01-04T17:58Z [---] followers, [----] engagements


"Went to a packed matinee of Marty Supreme in Chicago last weekend. Audio went out for [--] minutes during the climax of Act I. It ended up being a happy accident the theater turned social and you got a chance to hit the restroom/refill concessions. Bring back intermissions"  
[X Link](https://x.com/anyuser/status/2008570201999380572)  2026-01-06T16:03Z [---] followers, [---] engagements


"@valuedassociate Yep so the downside is you remove a higher percentage of capital going into builders--just look at how $BLDR reacted. A counter arg is just bc they're a low % of inventory doesn't mean they're not a big driver of higher RE prices bc of the illiquidity of the greater market"  
[X Link](https://x.com/Lupraccan/status/2009035072687444106)  2026-01-07T22:51Z [---] followers, [--] engagements


"@Empty_America I was homeschooled until 7th gradeway ahead of peers in most subjects except science. HS peers had similar experiences. HSing tends to amplify innate differences including in personality. Quality of home life is a red herring as it matters just as much for normal students"  
[X Link](https://x.com/Lupraccan/status/2014101358828208431)  2026-01-21T22:22Z [---] followers, [----] engagements


"The ARPA expansion of Trumps [----] tax cuts includes an extension of section 162(m): starting in [----] public company covered employees increases from just the three highest paid executives to an additional top five highest-compensated employees executive or not. 2/10"  
[X Link](https://x.com/Lupraccan/status/2014405815419986201)  2026-01-22T18:32Z [---] followers, [--] engagements


"This restructuring is the simple answer as it would allow the Dolans to avoid the 162(m) tax penalty and put the Knicks on an even playing field. However I foresee a potential restructuring becoming a national lightning rod for NYC politics. 7/10"  
[X Link](https://x.com/Lupraccan/status/2014407430478721306)  2026-01-22T18:38Z [---] followers, [--] engagements


"@FirstSquawk update Q4 estimates for Fenics $BGC"  
[X Link](https://x.com/Lupraccan/status/1989066680639840419)  2025-11-13T20:23Z [---] followers, [----] engagements


"I'm really impressed by Citrini's work but I'd be on the other side of this trade. If you've ever worked in the bowels of a bloated company you understand how long something like this will take--you should short a company going through an ERP adoption or migration not go long. Citrini: "You want to own companies with bloated orgs that are going to use AI to cut that down." $YELP 👀 Citrini: "You want to own companies with bloated orgs that are going to use AI to cut that down." $YELP 👀"  
[X Link](https://x.com/Lupraccan/status/2007155088155127815)  2026-01-02T18:20Z [--] followers, [----] engagements


"When you look into the companies already reporting AI labor-productivity gains it's from the automation of discrete functions: e.g. $CHRW replacing outsourced email jobs with LLMs and marketing it as AI gains when it's really a 10yr turnaround story. https://x.com/firstadopter/status/1988727039860584487s=20 My astute readers already pointed out this slide in a recent Coatue presentation. Haha. CH Robinson and Rocket Mortgage. https://t.co/PgQCnVCu0i https://x.com/firstadopter/status/1988727039860584487s=20 My astute readers already pointed out this slide in a recent Coatue presentation. Haha."  
[X Link](https://x.com/Lupraccan/status/2007178553121763449)  2026-01-02T19:53Z [--] followers, [---] engagements


"@grok @everyonehatesp1 @Reignots Servotronics was acquired by TransDigm last year. Bad bot"  
[X Link](https://x.com/Lupraccan/status/2011968634248184044)  2026-01-16T01:07Z [---] followers, [---] engagements


"The New York Knicks Will Be Sold by 2027: A change in federal tax law will force Madison Square Garden Sports Corp $MSGS to undergo corporate restructuring or divestment of its majority ownership of the Knicks sometime over the next two years. 1/10"  
[X Link](https://x.com/anyuser/status/2014405714735771988)  2026-01-22T18:32Z [---] followers, [---] engagements


"In effect the salaries of the five highest paid players will become non-deductible. In practice this translates to a $51M additional annual tax expense. And as the only NBA team owned by an American public co the Knicks are uniquely disadvantaged. 3/10"  
[X Link](https://x.com/Lupraccan/status/2014406401297150417)  2026-01-22T18:34Z [---] followers, [--] engagements


"The Madison Square Garden Sports Corp $MSGS cannot afford this tax penalty as it already operates at a net loss due to MSG Networks (owned by $SPHR) debt restructuringlocal media rights for FY26 are now just $139M down $36M from FY24. 4/10"  
[X Link](https://x.com/Lupraccan/status/2014406509984104704)  2026-01-22T18:35Z [---] followers, [---] engagements


"Public company ownership of the Knicks is untenable. As I see it the Dolans have two realistic options: (1) Corporate restructuring (2) Sell the team While the first option makes the most sense on paper Ill explain why I think a private sale is actually more likely. 5/10"  
[X Link](https://x.com/Lupraccan/status/2014406695955370074)  2026-01-22T18:35Z [---] followers, [--] engagements


"A corporate restructure would involve squirreling the Knicks and Rangers away as private LLCs leaving the public company as effectively a REIT. The sports teams become private companies that (1) pay their players and (2) pay rent and license fees to parent company $MSGS. 6/10"  
[X Link](https://x.com/Lupraccan/status/2014406960410497122)  2026-01-22T18:36Z [---] followers, [--] engagements


"I dont think Mamdani would let an issue like a $50M annual tax dodge by the most unpopular billionaire in NYC go to waste. The complexity and legal battles over this will cost $100M. Thats why I foresee them either initially or eventually pursuing a private sale. 8/10"  
[X Link](https://x.com/Lupraccan/status/2014407654911713650)  2026-01-22T18:39Z [---] followers, [--] engagements


"Theres a few different ways this could go down. For my money the most likely scenario is $MSGS sells 51% of the team to a PE consortium. The Dolans retain majority own thru Class B shares and backdoor participation in the PE group along with Emiratis NYS pension fund and"  
[X Link](https://x.com/anyuser/status/2014408433999523856)  2026-01-22T18:42Z [---] followers, [----] engagements


"For the record this is not financial advice. While the second option would allow for a rich price tag to be placed on the Knicks + a special dividend to shareholders the PR mayhem leading up to this will place a significant discount on $MSGS. Go Knicks 10/10"  
[X Link](https://x.com/anyuser/status/2014408560399069224)  2026-01-22T18:43Z [---] followers, [---] engagements


"@seconds_0 Ironic this was posted the same day Amazon shuttered the only thing close to robotic grocery stores at scale"  
[X Link](https://x.com/Lupraccan/status/2016588535713656970)  2026-01-28T19:05Z [---] followers, [---] engagements


"@seconds_0 I believe you--was it for a Fresh or Go store Or was it for the new supercenter they're scoping in IL"  
[X Link](https://x.com/Lupraccan/status/2016672996300030035)  2026-01-29T00:41Z [--] followers, [--] engagements


"@nephew_jonathan Im in the middle of an experimental period where I get around w/o a smartphone and its remarkable how (1) easy it still is to live without one and (2) how annoyed everyone else is at you for not having one"  
[X Link](https://x.com/Lupraccan/status/2020234315557400846)  2026-02-07T20:32Z [---] followers, [--] engagements


"Not saying Id want to live in ThielTown myself but I can see the appeal from the digital integration and public transport aspect alone"  
[X Link](https://x.com/anyuser/status/2023174953001247226)  2026-02-15T23:17Z [---] followers, [--] engagements


"A version of this for GenX retirement communities could really take off"  
[X Link](https://x.com/anyuser/status/2023175209889546659)  2026-02-15T23:18Z [---] followers, [--] engagements


"The New York Knicks Will Be Sold by 2027: A change in federal tax law will force Madison Square Garden Sports Corp $MSGS to undergo corporate restructuring or divestment of its majority ownership of the Knicks sometime over the next two years. 1/10"  
[X Link](https://x.com/anyuser/status/2014405714735771988)  2026-01-22T18:32Z [---] followers, [---] engagements


"Experiencing the Orlando Disney resort ecosystem for the first time this week and my first takeaway is I can really see Company Towns making a comeback"  
[X Link](https://x.com/anyuser/status/2023174616412282957)  2026-02-15T23:16Z [---] followers, [--] engagements


"Not saying Id want to live in ThielTown myself but I can see the appeal from the digital integration and public transport aspect alone"  
[X Link](https://x.com/anyuser/status/2023174953001247226)  2026-02-15T23:17Z [---] followers, [--] engagements


"A version of this for GenX retirement communities could really take off"  
[X Link](https://x.com/anyuser/status/2023175209889546659)  2026-02-15T23:18Z [---] followers, [--] engagements


"I work at the HQ for a stolid Midwest F100 and I needed a pickaxe to break the Epstein ice at lunch today. Its on the front page of every paper but people understandably feel uncomfortable bringing it upthe sordidness is contaminating; some things are better left in the dark"  
[X Link](https://x.com/anyuser/status/2018397510746636486)  2026-02-02T18:54Z [---] followers, [--] engagements


"Theres a few different ways this could go down. For my money the most likely scenario is $MSGS sells 51% of the team to a PE consortium. The Dolans retain majority own thru Class B shares and backdoor participation in the PE group along with Emiratis NYS pension fund and"  
[X Link](https://x.com/anyuser/status/2014408433999523856)  2026-01-22T18:42Z [---] followers, [----] engagements


"For the record this is not financial advice. While the second option would allow for a rich price tag to be placed on the Knicks + a special dividend to shareholders the PR mayhem leading up to this will place a significant discount on $MSGS. Go Knicks 10/10"  
[X Link](https://x.com/anyuser/status/2014408560399069224)  2026-01-22T18:43Z [---] followers, [---] engagements


"Tbh being frozen in carbonite wouldnt be a bad way to do a long international flight"  
[X Link](https://x.com/anyuser/status/2013650973915255203)  2026-01-20T16:32Z [---] followers, [--] engagements


"Today is Plough Monday the first Monday after Epiphany. This was traditionally the first day back at work after the Christmas holiday and it was celebrated by blessing tools of work - a way of starting off the new year well but also an excuse for some last Christmas festivity"  
[X Link](https://x.com/anyuser/status/2010618426952491216)  2026-01-12T07:42Z 38.4K followers, 82.4K engagements


"Venezuela owes ConocoPhillips $8.5B--a remarkably 10% of VZ's GDP and 5% of its total debt. $COP is already up 7% (approx $8b in market cap) since POTUS reference to it on Dec [--]. Hard to parse the signal from the noise but wow does Trump love to call his shot"  
[X Link](https://x.com/anyuser/status/2007576586707735012)  2026-01-03T22:15Z [---] followers, [---] engagements


"That about sums up my priors on Venezuela. Looks like an incredible place to travel too. The Lost World is a forgotten gem"  
[X Link](https://x.com/anyuser/status/2007578280753541187)  2026-01-03T22:22Z [---] followers, [--] engagements


"Hahaha https://x.com/JavierBlas/status/2009728989040980063s=20 Well the White House meeting on Venezuelan oil isnt going well for ConocoPhillips Trump pretty much told CEO Ryan Lance to forget about the $12 billion the company is owed by Caracas (no way thats going to happen) https://x.com/JavierBlas/status/2009728989040980063s=20 Well the White House meeting on Venezuelan oil isnt going well for ConocoPhillips Trump pretty much told CEO Ryan Lance to forget about the $12 billion the company is owed by Caracas (no way thats going to happen)"  
[X Link](https://x.com/anyuser/status/2009740234854895635)  2026-01-09T21:33Z [---] followers, [---] engagements


"Well the White House meeting on Venezuelan oil isnt going well for ConocoPhillips Trump pretty much told CEO Ryan Lance to forget about the $12 billion the company is owed by Caracas (no way thats going to happen)"  
[X Link](https://x.com/anyuser/status/2009728989040980063)  2026-01-09T20:48Z 337.8K followers, 789.2K engagements


"Went to a packed matinee of Marty Supreme in Chicago last weekend. Audio went out for [--] minutes during the climax of Act I. It ended up being a happy accident the theater turned social and you got a chance to hit the restroom/refill concessions. Bring back intermissions"  
[X Link](https://x.com/anyuser/status/2008570201999380572)  2026-01-06T16:03Z [---] followers, [---] engagements

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