# ![@MinotaurStocks Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::778867330633740288.png) @MinotaurStocks The Minotaur

The Minotaur posts on X about $allt, business, $cmtl, $vz the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::778867330633740288/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::778867330633740288/c:line/m:interactions.svg)

- [--] Week [------] +263%
- [--] Month [-------] +252%
- [--] Months [-------] -91%
- [--] Year [---------] +6,432%

### Mentions: [--] [#](/creator/twitter::778867330633740288/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::778867330633740288/c:line/m:posts_active.svg)

- [--] Week [--] +7.30%
- [--] Month [---] +51%
- [--] Months [---] +141%
- [--] Year [---] +564%

### Followers: [-----] [#](/creator/twitter::778867330633740288/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::778867330633740288/c:line/m:followers.svg)

- [--] Week [-----] +9.30%
- [--] Month [-----] +56%
- [--] Months [-----] +101%
- [--] Year [-----] +406%

### CreatorRank: [---------] [#](/creator/twitter::778867330633740288/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::778867330633740288/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  67.69% [finance](/list/finance)  31.54% [technology brands](/list/technology-brands)  12.31% [cryptocurrencies](/list/cryptocurrencies)  7.69% [countries](/list/countries)  7.69% [currencies](/list/currencies)  3.08% [agencies](/list/agencies)  2.31% [exchanges](/list/exchanges)  0.77% [financial services](/list/financial-services)  0.77% [social networks](/list/social-networks)  0.77%

**Social topic influence**
[$allt](/topic/$allt) #1, [business](/topic/business) 16.92%, [$cmtl](/topic/$cmtl) #1, [$vz](/topic/$vz) #190, [$bned](/topic/$bned) 12.31%, [$cvna](/topic/$cvna) #73, [biz](/topic/biz) 9.23%, [$gilt](/topic/$gilt) #5, [ai](/topic/ai) 6.92%, [$ttd](/topic/$ttd) 6.92%

**Top accounts mentioned or mentioned by**
[@burningbushcap](/creator/undefined) [@hntrbrkmedia](/creator/undefined) [@cornelialake](/creator/undefined) [@hilandmoore](/creator/undefined) [@boxlongs](/creator/undefined) [@catapultcap](/creator/undefined) [@teamsanta99](/creator/undefined) [@preseidentmusk](/creator/undefined) [@masonmatter](/creator/undefined) [@grantthorntonus](/creator/undefined) [@roccostrauss](/creator/undefined) [@richlightshed](/creator/undefined) [@teradata](/creator/undefined) [@ibdinvestors](/creator/undefined) [@kablaa](/creator/undefined) [@gothamresearch](/creator/undefined) [@wsj](/creator/undefined) [@oculus](/creator/undefined) [@aggiecapitalist](/creator/undefined) [@ilovebonds](/creator/undefined)

**Top assets mentioned**
[Verizon Communications Inc. (VZ)](/topic/$vz) [Barnes & Noble Education, Inc (BNED)](/topic/$bned) [Carvana Co. (CVNA)](/topic/$cvna) [Trade Desk, Inc. (TTD)](/topic/$ttd) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [OKZOO (AIOT)](/topic/$aiot) [Ubiquiti, Inc. (UI)](/topic/$ui) [Omnicom Group Inc. (OMC)](/topic/$omc) [Helium IOT (IOT)](/topic/$iot) [L3Harris Technologies Inc (LHX)](/topic/$lhx) [Kratos Defense & Security Solutions, Inc. (KTOS)](/topic/$ktos) [Cisco Systems Inc (CSCO)](/topic/$csco) [Snowflake Inc. (SNOW)](/topic/$snow) [Viant Technology Inc. (DSP)](/topic/$dsp) [PubMatic, Inc. (PUBM)](/topic/$pubm) [Ally Financial, Inc. (ALLY)](/topic/$ally) [McGraw Hill, Inc. (MH)](/topic/$mh) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Hewlett Packard Enterprise Co (HPE)](/topic/$hpe) [Cloudflare, Inc. (NET)](/topic/$net) [Interpublic Group of Companies Inc (IPG)](/topic/$ipg) [TERADATA CORPORATION (TDC)](/topic/$tdc) [MongoDB, Inc. (MDB)](/topic/$mdb) [Motorola Solutions Inc (MSI)](/topic/$msi) [Morgan Stanley (MS)](/topic/$ms) [Netflix Inc (NFLX)](/topic/$nflx) [Magnite, Inc. Common Stock (MGNI)](/topic/$mgni) [Adobe, Inc. (ADBE)](/topic/$adbe)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Our top picks for [----] are $ALLT and $CMTL. Other interesting situations and setups in smallcap include $AIOT as Motive's IPO potentially eases pricing dynamics in the space and $LFCR for re-shoring and share gains great writeup here by LW Capital: https://seekingalpha.com/article/4859539-lifecore-biomedical-wins-should-blow-previous-new-business-estimates-out-of-the-water https://seekingalpha.com/article/4859539-lifecore-biomedical-wins-should-blow-previous-new-business-estimates-out-of-the-water"  
[X Link](https://x.com/MinotaurStocks/status/2011477702595756370)  2026-01-14T16:37Z [----] followers, [---] engagements


"$CVNA $MS looking for Carvana to address related party questions on next week's earnings call with buyside EBITDA bogey set at "low to mid $3bn." Worth remembering that $CVNA traded for a VWAP of $320 post disappointing Q3 earnings prior to S&P inclusion. That catalyst gone now"  
[X Link](https://x.com/MinotaurStocks/status/2021963440399823128)  2026-02-12T15:03Z [----] followers, [----] engagements


"$OMC endorsed the $PUBM / $MGNI backed AdCP on its earnings call tonight as "the future of advertising." Omnicom also praised $ADBE but did not mention $TTD or OpenAds / Audience Unlimited. $NFLX called out $AMZN DSP positively in its letter and live call. $TTD so lonely (1/5) PubMatic $PUBM is another major misunderstood ad tech bet of mine. I covered $TEAD recently and you should read those posts as the Agentic AI opportunities overlap. The TLDR is that its an SSP thats starting to displace its DSP partners namely (I think) The Trade Desk.👇 (1/5) PubMatic $PUBM is another major"  
[X Link](https://x.com/MinotaurStocks/status/1980829670041149883)  2025-10-22T02:52Z [----] followers, [----] engagements


"And.there it is. $CVNA is required to hand over files responsive to the [----] SEC investigation to plaintiffs and must produce Garcia Jr - Sr comms and Trust docs. All by this Friday January [--]. Grant Thornton $ALLY and lenders are no doubt watching closely. Potentially big ruling coming in $CVNA case. So far the judge has seemed predisposed to move this case along. If the SEC investigative materials are provided to plaintiffs the momentum of parallel class action / SEC investigation picks up steam. https://t.co/TfXCEjAlDW Potentially big ruling coming in $CVNA case. So far the judge has"  
[X Link](https://x.com/MinotaurStocks/status/2013424126317244475)  2026-01-20T01:31Z [----] followers, 22.8K engagements


"$MH parting ways with Simon Allen to usher in a more "aggressive" CEO choice (Philip Moyer's bio prominently includes $GOOG LLM work) reminds us of $VZ moving from Vestberg to Dan Schulman. Perhaps unfair comparison for Allen. https://www.businesswire.com/news/home/20260106243653/en/McGraw-Hill-Inc.-Announces-CEO-Succession-Plan https://www.businesswire.com/news/home/20260106243653/en/McGraw-Hill-Inc.-Announces-CEO-Succession-Plan"  
[X Link](https://x.com/MinotaurStocks/status/2008577743211176390)  2026-01-06T16:33Z [----] followers, [----] engagements


"$TDG buying Stellant Systems for 3.2x EV/S is another positive transaction comp for $CMTL S&S. Stellant actually bought Comtech's no-growth PST business which had around $40m of revenue back in [----]. Our $12 PT uses $360m just 1.5x sales. https://transdigmgroupinc.gcs-web.com/news-releases/news-release-details/transdigm-announces-acquisition-stellant-systems-inc https://transdigmgroupinc.gcs-web.com/news-releases/news-release-details/transdigm-announces-acquisition-stellant-systems-inc"  
[X Link](https://x.com/MinotaurStocks/status/2009362442284073186)  2026-01-08T20:31Z [----] followers, [---] engagements


"Bad sign for the IPO market but $MTVE pulling its IPO (for now) is ++ for $IOT / $AIOT. As we predicted investors are not crazy about underwriting such heavy cash burn to chase a hugely competitive market. Dashcam Maker Motive Delays Marketing of Its IPO The Information"  
[X Link](https://x.com/MinotaurStocks/status/2012295297435627684)  2026-01-16T22:46Z [----] followers, [----] engagements


"$TDY sounded bullish today re: M&A appetite in [----]. Teledyne expects to do big deals and are willing to bid at 15x - 16x EBITDA for a "fixer upper" but not willing to stretch to 21x-22x. Interesting re: $CMTL where 15x Q1 S&S run-rate gets you to our $360m valuation"  
[X Link](https://x.com/MinotaurStocks/status/2014088465156133356)  2026-01-21T21:31Z [----] followers, [----] engagements


"@burningbushcap $GILT raised back to back PIPEs and the market wants some type of accretive deal. Maybe you disagree (I know you do on the $CMTL part). But odds you're long $GILT must be 100% for you to lash out like that"  
[X Link](https://x.com/MinotaurStocks/status/2021230046443147470)  2026-02-10T14:29Z [----] followers, [---] engagements


"@burningbushcap $GILT raised back to back PIPEs and the market wants to see an accretive deal. Maybe you disagree (obviously you do on the $CMTL part you've been saying as much since it was in the $2s) but odds you're long $GILT must be 100% for you to lash out like that"  
[X Link](https://x.com/MinotaurStocks/status/2021230814323671178)  2026-02-10T14:32Z [----] followers, [---] engagements


"@burningbushcap Gotta love the internet. Al Gore invented it so that people like you could feel big behind a keyboard when your stock is down 20% (still doing fine LTM by the way) You've got your facts twisted but W/E. Vaya con dios pal"  
[X Link](https://x.com/MinotaurStocks/status/2021233237327032621)  2026-02-10T14:42Z [----] followers, [---] engagements


"$GILT ramping defense (fastest growing part of its guidance at +22% vs. comm +16% Peru down 11%) telegraphing M&A w emphasis on sovereign constellations US DoD and foreign allies. $CMTL sits in sweet spot w EDIM A3M MCWS / Tropo and DCG. https://comtech.com/blog-post/2026/01/21/digitization-is-reshaping-satellite-ground-systems-but-only-if-we-standardize-it/ https://comtech.com/blog-post/2026/01/21/digitization-is-reshaping-satellite-ground-systems-but-only-if-we-standardize-it/"  
[X Link](https://x.com/MinotaurStocks/status/2021269790908707204)  2026-02-10T17:07Z [----] followers, [----] engagements


"If long $UI here you're not only hoping that nothing comes of @hntrbrkmedia Russia investigation and that top line holds up but also betting that GM / OM normalization won't happen despite DRAM and tariffs. At 40x EPS a lot can go wrong. Our 2c"  
[X Link](https://x.com/MinotaurStocks/status/2021603850910622025)  2026-02-11T15:14Z [----] followers, [----] engagements


"$CSCO down 12% today and trading back 20x FY26 EPS due to DRAM margin pressure. Unlike $UI $CSCO actually participates meaningfully in AI datacenter builds and has much higher GMs to cushion the shock. 42x FY27 EPS for $UI on street can become 60-70x actual E fast. If long $UI here you're not only hoping that nothing comes of @hntrbrkmedia Russia investigation and that top line holds up but also betting that GM / OM normalization won't happen despite DRAM and tariffs. At 40x EPS a lot can go wrong. Our 2c. https://t.co/5CN4RJOlBM If long $UI here you're not only hoping that nothing comes of"  
[X Link](https://x.com/MinotaurStocks/status/2021998554156523620)  2026-02-12T17:23Z [----] followers, [---] engagements


"We've been bearish $IOT. At this point we would focus on $AIOT long. Based on financials disclosed in its S-1 Motive will likely need to focus on profitability to pull off a successful IPO leading to less aggressive pricing and marketing. This should help all players ST. $IOT down hard today on the adverse $MTVE ITC ruling which will invite more competition in an already fiercely competitive landscape. 15x ARR is a tough underwrite. https://t.co/nJxiDlRiCu $IOT down hard today on the adverse $MTVE ITC ruling which will invite more competition in an already fiercely competitive landscape. 15x"  
[X Link](https://x.com/MinotaurStocks/status/2008602620810981795)  2026-01-06T18:12Z [----] followers, [----] engagements


"Intellian's overnight preannouncement bodes well for $CMTL as the supplier of record of modems and converters on many of the same projects including $AMZN LEO. Meanwhile $CMTL is positioned to win in MilSat given EDIM A3M MCWS design wins and DCG modem leadership"  
[X Link](https://x.com/MinotaurStocks/status/2020913728070516881)  2026-02-09T17:32Z [----] followers, [---] engagements


"Market fading @hntrbrkmedia $UI short because "nothing ever happens." Regardless of Russia $UI looks overvalued given potential customer stockpiling ahead of incremental China and Vietnam tariffs BOM pressures (DRAM) and refreshed products from $CSCO and $HPE. 40x EPS = 🥜🥜 BREAKING: Grizzly Affair American tech companys networking gear is powering Russian battlefield communications in Ukraine. The company is Ubiquiti $UI a $34 billion Wi-Fi giant whose founder became the youngest owner of an NBA Team in [----]. https://t.co/E9wAa9ZKqW BREAKING: Grizzly Affair American tech companys networking"  
[X Link](https://x.com/MinotaurStocks/status/2020938023928725592)  2026-02-09T19:09Z [----] followers, [---] engagements


"$UI might have more cause for concern than the market perceives. The @hntrbrkmedia piece has seemingly picked up attention from prominent foreign policy think tanks and folks on the hill. https://www.fdd.org/analysis/2026/02/06/spacex-blocks-russias-starlink-access-but-ubiquitis-tech-remains-ubiquitous/ https://www.fdd.org/analysis/2026/02/06/spacex-blocks-russias-starlink-access-but-ubiquitis-tech-remains-ubiquitous/"  
[X Link](https://x.com/MinotaurStocks/status/2020966045985669438)  2026-02-09T21:00Z [----] followers, [---] engagements


"$UI an unusual dynamic here is recent delinquency notice from NASDAQ due to the passing of an incumbent director. Pera has kept his board and executive team close. Now with @hntrbrkmedia allegations of $UI equipment fueling Russia's war finding a new director will be tough"  
[X Link](https://x.com/MinotaurStocks/status/2021111442339135987)  2026-02-10T06:38Z [----] followers, [---] engagements


"$GILT posted solid numbers and guidance but based on early trading the market would rather see a $CMTL deal. Buying Comtech would be by far the fastest and most effective way for $GILT to double down on its "main focus" defense vertical. Comtech would bring Gilat the first DiFi and multi-orbit compatible modem through its Digital Common Ground family as well as design wins that are foundational to next-gen US DoD Satcom like EDIM and A3M. A combined $CMTL / $GILT would also become the dominant supplier for SSPAs and modems in LEO constellations and would potentially be well positioned to take"  
[X Link](https://x.com/MinotaurStocks/status/2021225933240254750)  2026-02-10T14:13Z [----] followers, [----] engagements


"$NET $FSLY results underscore that managing traffic securely at scale is more valuable than ever in the age of AI. $ALLT a prime beneficiary of this theme not only with its SECaaS business but also with its traffic management carrier DDoS and Botnet prevention products"  
[X Link](https://x.com/MinotaurStocks/status/2021966793951343054)  2026-02-12T15:17Z [----] followers, [---] engagements


"We see [--] - 5x upside potential in $CMTL as product cycles with $AMZN LEO and the US DoD converge with a strategic alternatives process nearing completion. Like our $ALLT call last Fall (+99% since) $CMTL is an inflecting turnaround: https://seekingalpha.com/article/4854255-comtech-telecommunications-a-small-cap-turnaround-ready-to-launch https://seekingalpha.com/article/4854255-comtech-telecommunications-a-small-cap-turnaround-ready-to-launch"  
[X Link](https://x.com/anyuser/status/2001561087268004305)  2025-12-18T07:52Z [----] followers, [----] engagements


"$CMTL likely strong in sympathy with $LHX gov't backed missile spinoff.$LHX as the chosen partner of DoD is a big positive given $CMTL's tight integration with L3 on the A3M anti-jam modem along with other programs. $LHX also a logical $CMTL acquirer. https://www.reuters.com/business/aerospace-defense/pentagon-invest-1-billion-l3harris-rocket-motor-business-2026-01-13/ https://www.reuters.com/business/aerospace-defense/pentagon-invest-1-billion-l3harris-rocket-motor-business-2026-01-13/"  
[X Link](https://x.com/MinotaurStocks/status/2011086288599052520)  2026-01-13T14:41Z [----] followers, [---] engagements


"@CorneliaLake Thx you've been on this one longer so appreciate the feedback. I assume NA growth being weak is attributable to FleetComplete. The PIPE for that deal coming at $3.50 was a tell (easy to say in hindsight) that these assets are not as sexy as we might want them to be"  
[X Link](https://x.com/MinotaurStocks/status/2021310033716564252)  2026-02-10T19:47Z [----] followers, [---] engagements


"$CVNA plaintiffs motion to compel was granted today -- the Drivetime attachments Garcia Sr. unilaterally withheld during discovery are coming in. Judge Boyle granted these attachments the designation of "Attorneys Eyes Only." Pressure likely mounting on @GrantThorntonUS"  
[X Link](https://x.com/MinotaurStocks/status/2021441282305032458)  2026-02-11T04:28Z [----] followers, 48.1K engagements


"So far both $VZ and $MH CEO appointments looking like good moves. Simon Allen was a strong steward for McGraw but Philip Moyer can deliver lines like this with credibility. Agility vision and aggressiveness are paramount in the age of AI. $MH parting ways with Simon Allen to usher in a more "aggressive" CEO choice (Philip Moyer's bio prominently includes $GOOG LLM work) reminds us of $VZ moving from Vestberg to Dan Schulman. Perhaps unfair comparison for Allen. https://t.co/n69zZtTFbY $MH parting ways with Simon Allen to usher in a more "aggressive" CEO choice (Philip Moyer's bio prominently"  
[X Link](https://x.com/MinotaurStocks/status/2021796173976314337)  2026-02-12T03:59Z [----] followers, [---] engagements


"$CMTL the MilSat theme is so hot that $VSAT already blew through DB's price target a week after publication. They use 20x EBITDA on FY27 to value $VSAT DAT applying same to $CMTL S&S with $500m starting valuation for Allerium Remainco gets us to some big numbers"  
[X Link](https://x.com/MinotaurStocks/status/2022344895688802755)  2026-02-13T16:19Z [----] followers, [---] engagements


"Solid FQ1 and nice pipeline metrics for $AIOT amidst a turbulent macro. Raise low end of revenue guide and maintain EBITDA. Now trading at 2x EV/R and 6X forward EBITDA with elevated SI of 13%. Could be a mini $TRMB in the making and tough to see what bears play for here"  
[X Link](https://x.com/anyuser/status/1954881503844012099)  2025-08-11T12:24Z [----] followers, [----] engagements


"Another day another $AMZN AdTech development. Meanwhile $OMC / $IPG ($25bn of PF revenue) supported the AdCP initiative on Omnicom's earnings call; AdCP could replace DSPs like $TTD with an agentic buying overlay. @RoccoStrauss @RichLightShed https://variety.com/2025/tv/news/amazon-web-services-real-time-bidding-launch-advertisers-1236559353/ https://variety.com/2025/tv/news/amazon-web-services-real-time-bidding-launch-advertisers-1236559353/"  
[X Link](https://x.com/MinotaurStocks/status/1981326173868347607)  2025-10-23T11:45Z [----] followers, [---] engagements


"$TDC +32% today on a solid Q3. Teradata has been a decades long UW (vs. $MDB / $SNOW) for software specialists but recent trends and hires are encouraging. Q4 will be a proving ground and if Agentic AI POCs convert to signed deals lots of room to rerate at 11.5x [----] EPS. $TDC strong on real volume today as their @Teradata Possible user conference begins. A return to sustainable ARR growth combined with increased operating leverage in [----] would usher in a rerating. We believe Lynrock's 13-D filing has increased odds of success here. $TDC strong on real volume today as their @Teradata"  
[X Link](https://x.com/MinotaurStocks/status/1986210695831282122)  2025-11-05T23:15Z [----] followers, [---] engagements


"Looks like Tim Vanderhook is fixin' to get unfriended by $TTD Jeff Green next From $DSP earnings call (nice report and outlook by the way). If you work in adtech you should see this. But sit down first. https://t.co/P21tXFRtkI If you work in adtech you should see this. But sit down first. https://t.co/P21tXFRtkI"  
[X Link](https://x.com/MinotaurStocks/status/1988147150149312608)  2025-11-11T07:29Z [----] followers, [----] engagements


"Also $DSP $TTD:"  
[X Link](https://x.com/MinotaurStocks/status/1988150663239610725)  2025-11-11T07:43Z [----] followers, [---] engagements


"We are celebrating NYE [----] with our first "sell" rating We forecast significant downside to $CVNA in [----] as loan "gain on sale" normalizes competition from $AMZN $HTZ and $KMX increases and regulatory risks mount. https://seekingalpha.com/article/4856461-carvana-gathering-storms-could-deliver-a-50-percent-haircut https://seekingalpha.com/article/4856461-carvana-gathering-storms-could-deliver-a-50-percent-haircut"  
[X Link](https://x.com/MinotaurStocks/status/2006149090879431148)  2025-12-30T23:43Z [----] followers, [---] engagements


"Right on cue $CMTL emphasizes its DIFI positioning with its DCG modem family first to market. DIFI = flexibility efficiency and operational security all key for MilSat and sovereign constellations. $GILT $LHX $KTOS would all love these capabilities. https://comtech.com/blog-post/2026/01/21/digitization-is-reshaping-satellite-ground-systems-but-only-if-we-standardize-it/ With the DIFI standard (digital RF) potentially set to govern US armed forces and allied SATCOM for decades $CMTL is extremely well positioned for current business and future awards underscoring its strategic value to buyers"  
[X Link](https://x.com/MinotaurStocks/status/2014056405054136343)  2026-01-21T19:24Z [----] followers, [---] engagements


"Nice to see $ALLT getting highlighted along with $CALX and $ANET by @IBDinvestors. Post Q4 results we think Allot will handily outrun all other names in the networking (and cybersecurity) group. Higher market cap and liquidity will be a virtuous cycle unlocking more holders"  
[X Link](https://x.com/MinotaurStocks/status/2016235758257139865)  2026-01-27T19:43Z [----] followers, [----] engagements


"Strong results and guidance out of $FFIV coupled with recent results at $ERIC bode well for $ALLT's SMART DNI business. [----] was a year of bookings strength for $ALLT SMART bring on the revenue and profit this year"  
[X Link](https://x.com/MinotaurStocks/status/2016269202748027022)  2026-01-27T21:56Z [----] followers, [---] engagements


"$JPM now joining $BARC on warning of $CVNA GoS normalization presenting a headwind to EBITDA. You heard it first from The Minotaur. Thesis just getting started. Our December article: https://seekingalpha.com/article/4856461-carvana-gathering-storms-could-deliver-a-50-percent-haircut https://seekingalpha.com/article/4856461-carvana-gathering-storms-could-deliver-a-50-percent-haircut"  
[X Link](https://x.com/MinotaurStocks/status/2016517984987312370)  2026-01-28T14:25Z [----] followers, [----] engagements


"Nice Q425 report out of $VZ with positive implications for cybersecurity partner $ALLT. Postpaid phone net adds upticked after $VZ's shift to make $ALLT-secured My Biz Plan the go-to in September [----] and "Business Markets" (SMB) revenue growth also accelerated in Q4 vs. Q3"  
[X Link](https://x.com/MinotaurStocks/status/2017251921225208170)  2026-01-30T15:01Z [----] followers, [---] engagements


"Someone else is watching the $CVNA securities fraud lawsuit. Insight International a division of corporate investigative firm BIA filed an expedited transcript request for yesterday's hearing. Have they been hired by $ALLY / $APOL or a hedge fund All would be feasible"  
[X Link](https://x.com/MinotaurStocks/status/2017301646108500034)  2026-01-30T18:19Z [----] followers, [----] engagements


"$CMTL filed its proxy and is seeking to re-up the multiyear equity pool by 2.8m shares in a refresh of the [----] plan. We believe this is a lever to recruit and incentivize new top talent at Allerium in the event that $GILT / $LHX / $KTOS or PE buys $CMTL S&S as we expect"  
[X Link](https://x.com/MinotaurStocks/status/2017303573013664232)  2026-01-30T18:27Z [----] followers, [----] engagements


"$CVNA gloves off from plaintiffs counsel as they seek access to withheld attachments from responsive email chains re: Drivetime. In our opinion it reads bleakly for $CVNA. "Breaking up responsive families" is particularly apt legalese for this particular case"  
[X Link](https://x.com/MinotaurStocks/status/2017349343288955279)  2026-01-30T21:28Z [----] followers, [----] engagements


"MJ Boyle's ruling tonight is a decisive defeat for $CVNA: 35/44 plaintiff-requested search strings are in (inc DriveTime lemon and kick rate) and plaintiffs can search THEIR choice of [--] ESI Custodians. Next on the docket = motion to compel production of Drivetime attachments"  
[X Link](https://x.com/MinotaurStocks/status/2018537175709802601)  2026-02-03T04:08Z [----] followers, [----] engagements


"$CVNA it has been awhile since bull accounts posted about weekly unit sales comp growth.wonder why that might be"  
[X Link](https://x.com/MinotaurStocks/status/2019091415196963026)  2026-02-04T16:51Z [----] followers, [----] engagements


"Great work by @_kablaa. Cliff notes: while many $CVNA bulls claim that Carvana's originations are largely prime (Ally MPSA + P series ABS) $CVNA's "Prime" ABS are extremely low quality. Just another vector for the short thesis we laid out in December: https://seekingalpha.com/article/4856461-carvana-gathering-storms-could-deliver-a-50-percent-haircut Just published my forensic short thesis on $CVNA: "Carvana Subprime Auto in Prime Clothing" Stated-income loans everywhere FICO illusion LTVs exploding to 92% (36% underwater) extensions hiding delinquencies. Securitization flywheel at risk."  
[X Link](https://x.com/MinotaurStocks/status/2019348229234823646)  2026-02-05T09:51Z [----] followers, [----] engagements


"Entertaining @WSJ piece. Some great quotes in there. What times we live in https://www.wsj.com/finance/currencies/trump-sons-crypto-billions-1e7f1414mod=hp_lead_pos8 https://www.wsj.com/finance/currencies/trump-sons-crypto-billions-1e7f1414mod=hp_lead_pos8"  
[X Link](https://x.com/MinotaurStocks/status/2020633529466708260)  2026-02-08T22:59Z [----] followers, [---] engagements


"@HilandMoore @hntrbrkmedia $UI products are great no doubt but margins and growth are at a cyclical peak right now. Also in SME and campus segment $HPE and $CSCO are much more competitive today"  
[X Link](https://x.com/MinotaurStocks/status/2020944567286247581)  2026-02-09T19:35Z [----] followers, [---] engagements


"$VZ is running Small Business Days promos featuring discounted 5G FWA ($20 off / month) and bundled $ALLT-powered Business Internet Security. The [--] months free BIS promo runs through 3/31 which will be a nice incremental tailwind to $ALLT's SECaaS revenues and ARR at $VZ"  
[X Link](https://x.com/MinotaurStocks/status/2021069198924058696)  2026-02-10T03:50Z [----] followers, [---] engagements


"$ALLT customer FarEasTone also affirmed the continued growth of its Guardian Network service overnight: "Driven by the continued growth of.FET Guardian Network overall digital lifestyle service revenue maintained steady upward momentum." $VZ is running Small Business Days promos featuring discounted 5G FWA ($20 off / month) and bundled $ALLT-powered Business Internet Security. The [--] months free BIS promo runs through 3/31 which will be a nice incremental tailwind to $ALLT's SECaaS revenues and ARR at $VZ. https://t.co/VBXTdwcLdk $VZ is running Small Business Days promos featuring discounted"  
[X Link](https://x.com/MinotaurStocks/status/2021218738935087405)  2026-02-10T13:44Z [----] followers, [---] engagements


"$VZ leaning into $ALLT-secured Biz Internet. Would not be surprised to see security become permanent "opt-out" driving $ALLT penetration of new FWA Business subscribers to 50%+ from 25% at present & more upsells to the Preferred tier featuring $ALLT-powered network firewall"  
[X Link](https://x.com/MinotaurStocks/status/2021229292047434048)  2026-02-10T14:26Z [----] followers, [---] engagements


"@burningbushcap BTW we have no qualms with $GILT and really like the team but shorted the stock (mostly as a preemptive hedge on getting shares) when it got to $20. A combined $GILT / $CMTL would be a powerhouse and a stock to own for the long term. Best wishes to both"  
[X Link](https://x.com/MinotaurStocks/status/2021231559370518910)  2026-02-10T14:35Z [----] followers, [---] engagements


"If you believe in the story this feels like the spot to be buying. This has never been a core position because not a fan of the sector (previously short $IOT think this space is fiercly competitive and largely commoditized) but the $AIOT Unity story feels less like POC phase and more crossing the chasm phase today. FCF is still sloppy organic growth not great and the chart is awful but the fundamental setup actually seems pretty good looking out [--] months. $MTVE IPO getting pulled is helpful. Software macro multiple compression not helpful but at 1.5x revenue (and not a "vibe code" casualty at"  
[X Link](https://x.com/MinotaurStocks/status/2021302108809724176)  2026-02-10T19:15Z [----] followers, [---] engagements


"@CorneliaLake as for dead money yes could absolutely be but also hard to see it breaking $4. depends what you're looking for but having some exposure here feels reasonable"  
[X Link](https://x.com/MinotaurStocks/status/2021307758033961193)  2026-02-10T19:38Z [----] followers, [---] engagements


"$TDC hats off to Lynrock for staying the course and getting things done at Teradata. Melissa Fisher seems like a good fit for this board $QLYS was a slower grower than some SaaS but always ran high margins. https://www.prnewswire.com/news-releases/teradata-advances-board-refreshment-program-302684321.html $TDC +32% today on a solid Q3. Teradata has been a decades long UW (vs. $MDB / $SNOW) for software specialists but recent trends and hires are encouraging. Q4 will be a proving ground and if Agentic AI POCs convert to signed deals lots of room to rerate at 11.5x [----] EPS."  
[X Link](https://x.com/MinotaurStocks/status/2021342729264140536)  2026-02-10T21:57Z [----] followers, [----] engagements


"@BoxLongs That one trades like vibe code victim"  
[X Link](https://x.com/MinotaurStocks/status/2021437435624984829)  2026-02-11T04:13Z [----] followers, [--] engagements


"$NET +12% to 25x EV/S proving SaaS still works when growth acceleration technical complexity mitigating "vibe code" risk cybersecurity and a clear narrative around AI benefitting the business meet. $ALLT checks same boxes; we believe Q4 and '26 guide will mark a breakout"  
[X Link](https://x.com/MinotaurStocks/status/2021581540707143879)  2026-02-11T13:46Z [----] followers, [----] engagements


"$CMTL's S&S division is poised for launch given high value program ramps in LEO and MilSat. $CMTL's Allerium NG911 business (Remainco) is also well positioned as [---] spend accelerates per $MSI. Allerium can grow into a $1bn+ asset with $HEXAB Octave and $TYL logical buyers"  
[X Link](https://x.com/MinotaurStocks/status/2021843291218882634)  2026-02-12T07:06Z [----] followers, [---] engagements


"$MSI up 10% today after posting the highest organic growth rate in recent times in its Command Center / [---] segemt. A nice reminder that $CMTL Allerium plays in an attractive growing end market where peers trade at 20x EBITDA"  
[X Link](https://x.com/MinotaurStocks/status/2021959363867684999)  2026-02-12T14:47Z [----] followers, [---] engagements


"@oc_ulus @AggieCapitalist Yep AI helps on both sides I just wonder if a company of Apple's scale can leverage it in such a way as to make cracking degree of difficulty much harder. I thought $CLBT fell behind on IOS extraction and they seemed to allude to that on the CC don't know full story"  
[X Link](https://x.com/MinotaurStocks/status/2022363940219662788)  2026-02-13T17:35Z [----] followers, [---] engagements


"$BNED supply from the back-to-back ATM offerings has kept shares pinned to $10 but we are confident that following the DOE's NPRM termination the company will not do an "ATM3." With each day that passes we are closer to a clearing event"  
[X Link](https://x.com/MinotaurStocks/status/1875206380086501762)  2025-01-03T15:43Z [----] followers, [----] engagements


"@catapultcap We estimate $BNED will generate $350 million of FDC revenue in FY25 and $550 million of FDC revenue in FY26. Applying a SPOT revenue multiple of 5x would yield an enterprise value of $1.75bn / $2.75bn or $50 - $90 / share. Just using EV / EBITDA of 8x on NTM is $30+"  
[X Link](https://x.com/MinotaurStocks/status/1876422633677574535)  2025-01-07T00:16Z [----] followers, [----] engagements


"$BNED Publishers Weekly bringing you the news we brought you on 12/26. This is a huge positive for FDC (much easier for schools to convert with the overhang gone) and we expect $BNED to lift materially once ATM2 is done: https://www.publishersweekly.com/pw/by-topic/industry-news/industry-deals/article/96781-proposed-change-to-inclusive-access-program-dies.html https://www.publishersweekly.com/pw/by-topic/industry-news/industry-deals/article/96781-proposed-change-to-inclusive-access-program-dies.html"  
[X Link](https://x.com/MinotaurStocks/status/1877084599718728023)  2025-01-08T20:06Z [----] followers, [---] engagements


"@catapultcap $BNED ATMs were likely done to hedge DOE risk. While Trump arguably lowered the risk of regulations being implemented a tide of FDC conversions was still unlikely absent clarity. Now that clarity has been given with "opt out" remaining law of the land: https://www.publishersweekly.com/pw/by-topic/industry-news/industry-deals/article/96781-proposed-change-to-inclusive-access-program-dies.html https://www.publishersweekly.com/pw/by-topic/industry-news/industry-deals/article/96781-proposed-change-to-inclusive-access-program-dies.html"  
[X Link](https://x.com/MinotaurStocks/status/1877427147494625489)  2025-01-09T18:48Z [----] followers, [---] engagements


"$BNED feels close to cleaned up here and with the Dept of Ed proposals to restrict FDC ending on 12/26 shares should re-rate to at least 8x EBITDA or $20 - $30. $BNED's FDC conversion story is unique powerful and still misunderstood by many: https://www.publishersweekly.com/pw/by-topic/industry-news/industry-deals/article/96781-proposed-change-to-inclusive-access-program-dies.html https://www.publishersweekly.com/pw/by-topic/industry-news/industry-deals/article/96781-proposed-change-to-inclusive-access-program-dies.html"  
[X Link](https://x.com/MinotaurStocks/status/1877749103267827987)  2025-01-10T16:07Z [----] followers, [----] engagements


"@ilovebonds 1) BNED has been running over the market with stock issuance selling $80m aggressively under ATMs 2) no earnings calls since the recap. ATM2 feels almost done which is enough for a re-rate but acting like a normal public company and holding investor calls would also go far"  
[X Link](https://x.com/MinotaurStocks/status/1877753151492689998)  2025-01-10T16:23Z [----] followers, [---] engagements


"Compare $BNED ATM2 language to ATM1. From the 8-k today discussing ATM2's conclusion: "The proceeds of this capital raise will reduce go-forward annual interest expense accelerate the ability to win new customers and enhance the Companys strategic and balance sheet optionality. The proceeds are also anticipated to help pull forward the timeline needed to reach the Companys medium-term goal of bringing annual interest costs to $10million or less. Additionally the Company today filed a mixed-use shelf offering (the Shelf Offering) for an aggregate initial offering price of up to $100million."  
[X Link](https://x.com/MinotaurStocks/status/1877880640986874260)  2025-01-11T00:50Z [----] followers, [----] engagements


"Our take on the $BNED jousting between @CorneliaLake and @jaysyoon: 1) On 12/26 the DOE terminated the NPRM that contemplated shifting FDC-like programs to "opt-in" from "opt-out." DOE terminated the NPRM after promising to make a decision by year-end after punting on the topic back in July. This time DOE explicitly stated that since stakeholders have given persuasive arguments on both sides of the issue changes to existing regulations will not take place without a comprehensive study of the costs and benefits of inclusive and equitable access programs. No timeline was given for such a study"  
[X Link](https://x.com/MinotaurStocks/status/1878947968205672547)  2025-01-13T23:31Z [----] followers, 20.3K engagements


"$PSON preliminary results out. USHE continues to stabilize with growth in [----]. In a good sign for $BNED Pearson Plus DTC subscriptions flatlined this year. Digital only publisher bundles from Pearson (+) and Cengage (CU) were once the big bear case but EA / FDC has won"  
[X Link](https://x.com/anyuser/status/1879899333275103628)  2025-01-16T14:31Z [----] followers, [----] engagements


"Sandvine's bankruptcy sale process is ongoing with seemingly weak interest per court documents filed yesterday and viewable at Sandvine is heavily impaired and we believe many of its tier-1 DPI customers will migrate to $ALLT over the course of [----]. https://www.ksvadvisory.com/ https://www.ksvadvisory.com/"  
[X Link](https://x.com/MinotaurStocks/status/1880346989021548834)  2025-01-17T20:10Z [----] followers, [----] engagements


"While BTIG may initiate on $BNED following the ATMs we think Needham's coverage is more important. Ryan MacDonald knows $BNED's space management and story very well and after downgrading on DOE risk in January [----] he seems to be warming back up. He ests $60m EBITDA for 2025"  
[X Link](https://x.com/MinotaurStocks/status/1882815274925338942)  2025-01-24T15:38Z [----] followers, 23.4K engagements


"Sandvine's latest [--] week cash flow forecast highlights the share gain opportunity for $ALLT in DNI. A year ago Sandvine was a $200+ million revenue business with impressive EBITDA margins. We believe $ALLT is set to deliver a banner year in 2025:"  
[X Link](https://x.com/MinotaurStocks/status/1888972765597737220)  2025-02-10T15:26Z [----] followers, [----] engagements


"Kudos to @CorneliaLake for his prescient call on $AIOT. Solid numbers this morning but most bullish was a $25 - $30m TCV deal won vs. Samsara / $IOT (which trades at 25x EV/R). [----] should be a big year for inflecting smallcaps $ALLT $AIOT $BNED"  
[X Link](https://x.com/MinotaurStocks/status/1888983576571494622)  2025-02-10T16:09Z [----] followers, 10.2K engagements


"Bloomberg reporting that the $SAIL IPO is 20x oversubscribed at 10x EV / [----] sales. Note to $SAIL buyers: $ALLT gives you 60%+ security ARR growth at a fraction of the valuation: https://seekingalpha.com/article/4745419-allot-stock-potential-verizon-expansion-validates-the-bull-case https://seekingalpha.com/article/4745419-allot-stock-potential-verizon-expansion-validates-the-bull-case"  
[X Link](https://x.com/anyuser/status/1889774863910412379)  2025-02-12T20:33Z [----] followers, [----] engagements


"$ALLT's SECaaS partner Taiwan FarEasTone reported earnings today and cited 300% YoY revenue growth for its Allot-powered Guardian Network. Talk about a successful service $ALLT is at an inflection point as new deals with Vodafone and Verizon ramp up during 2025"  
[X Link](https://x.com/MinotaurStocks/status/1892613826996040102)  2025-02-20T16:34Z [----] followers, [----] engagements


"On top of $ALLT's SECaaS momentum at Taiwan FET (300% growth reported today) Allot hosted the Taiwanese Ambassador to Israel this week to discuss "strengthening Taiwans national cybersecurity resilience." Gov't DNI is a hot market and $ALLT is the market leader. https://www.linkedin.com/posts/allot-communications_cybersecurity-digitalsovereignty-activity-7297928660718686208-YXhcutm_source=share&utm_medium=member_desktop&rcm=ACoAAADoCfgBQON0Gmve3-xGpdvH0kJgd1fWpDQ"  
[X Link](https://x.com/anyuser/status/1892636350480056386)  2025-02-20T18:04Z [----] followers, [----] engagements


"It's official $ALLT has significantly expanded its deal with $VZ to provide network-based cybersecurity solutions to Verizon's mobile business customers. See the full press release here: https://investors.allot.com/news-releases/news-release-details/allot-partnering-verizon-business-enhanced-cybersecurity https://investors.allot.com/news-releases/news-release-details/allot-partnering-verizon-business-enhanced-cybersecurity"  
[X Link](https://x.com/anyuser/status/1894340187158675567)  2025-02-25T10:54Z [----] followers, [----] engagements


"Great to see a strong fourth quarter from $ALLT with over $4 million of operating cash flow generated GAAP profitability reached and SECaaS growing at 50% despite headwinds from EUR/USD (the Euro of which half Allot's sales are denominated went from [----] to [----] in Q4)"  
[X Link](https://x.com/anyuser/status/1894353369545724325)  2025-02-25T11:46Z [----] followers, [----] engagements


"We just published our $ALLT Q4 follow-up article on https://seekingalpha.com/article/4764926-allot-verizon-expansion-and-strong-results-make-for-a-buying-opportunity https://seekingalpha.com/article/4764926-allot-verizon-expansion-and-strong-results-make-for-a-buying-opportunity"  
[X Link](https://x.com/MinotaurStocks/status/1897367696070897846)  2025-03-05T19:24Z [----] followers, [---] engagements


"Nice to see $BNED fill two vacancies ahead of earnings including the GC from $4bn $FUN (and former Kaplan) and a CAO with retail andcannabis expertise. Maybe a pot sweetener for FDC bundles (kidding)"  
[X Link](https://x.com/MinotaurStocks/status/1898037901948035497)  2025-03-07T15:47Z [----] followers, [----] engagements


"Solid results out of $BNED post close. FDC (+29%) beat; EBITDA of $27m (+35%) missed us by a hair on weaker margin. Still easily on track to exceed $70m in EBITDA and with DOE overhang gone '25 and '26 FDC conversions should take off. An earnings call would be nice though"  
[X Link](https://x.com/anyuser/status/1899212375699648674)  2025-03-10T21:34Z [----] followers, [----] engagements


"@RealNeilRaina Yes ATM2 completion was known as they disclosed it in the 8-k filed back in January. The stock will screen significantly better with debt down $80m q/q and LTM EBITDA of $74m"  
[X Link](https://x.com/anyuser/status/1899233616170987966)  2025-03-10T22:59Z [----] followers, [---] engagements


"$GRPN Q4 is in: North America local billings up 8% and $60m of FCF are big steps forward in this turnaround story. Worth revisiting Windward's long thesis. Podcast #290 is up Windward discusses the overhaul and new vision at $GRPN https://t.co/iH9naqDkYr Podcast #290 is up Windward discusses the overhaul and new vision at $GRPN https://t.co/iH9naqDkYr"  
[X Link](https://x.com/MinotaurStocks/status/1899624507499028579)  2025-03-12T00:52Z [----] followers, [----] engagements


"$BNED right on cue"  
[X Link](https://x.com/anyuser/status/1900612797236646210)  2025-03-14T18:19Z [----] followers, [----] engagements


"While we haven't agreed on $BNED (this year anyway) I always enjoy @jaysyoon's original ideas. They are off the beaten path and well-researched. 1/5 I have just released a bullish report on @HalladorEnergy. Based on 1) an undisclosed EPR filing to MISO and 2) satellite imagery of ongoing excavation work at the proposed datacenter site $HNRG is close to signing a transformative power deal for a massive 620MW datacenter. 1/5 I have just released a bullish report on @HalladorEnergy. Based on 1) an undisclosed EPR filing to MISO and 2) satellite imagery of ongoing excavation work at the proposed"  
[X Link](https://x.com/anyuser/status/1900756350839517691)  2025-03-15T03:50Z [----] followers, [----] engagements


"@chasedownleads No problem a quick sauna sesh can't solve"  
[X Link](https://x.com/MinotaurStocks/status/1901329627446190198)  2025-03-16T17:48Z [----] followers, [----] engagements


"Nice writeup $BNED which due to its compelling business transformation has maintained investor sponsorship in the face of unexplained ATM offerings zero earnings calls and revised cash flow language. @catapultcap @CorneliaLake and the Minotaur shouldn't have to work this hard"  
[X Link](https://x.com/anyuser/status/1901474461607719020)  2025-03-17T03:23Z [----] followers, [----] engagements


"$ASLE buyback from LGP at a 15% discount shows how its done when a large shareholder on the Board wants out. Reminds me of Icahn and $TTWO (TTWO went parabolic in the years after buying back). $ASLE has moved but we like the LT AerAware opportunity: https://www.businesswire.com/news/home/20250314205322/en/AerSale-Announces-%2445-Million-Share-Repurchase-from-Major-Shareholder https://www.businesswire.com/news/home/20250314205322/en/AerSale-Announces-%2445-Million-Share-Repurchase-from-Major-Shareholder"  
[X Link](https://x.com/MinotaurStocks/status/1901640303825826062)  2025-03-17T14:22Z [----] followers, [---] engagements


"$GRPN is an example of how hard operational turnarounds are often taking years to execute and needing significant board refreshment to achieve the cultural urgency required to bring about rapid change. However once the business inflects return potential can be immense"  
[X Link](https://x.com/MinotaurStocks/status/1902366642816086406)  2025-03-19T14:28Z [----] followers, [---] engagements


"We highlighted Windward's $GRPN call as one of our favorite YAAV episodes. Another great pitch was $IWG by @1MainCapital. The episode really lays out the history here and why now is the time to own it. Barclays upgraded shortly after the episode guessing no coincidence Podcast #286 is up @1MainCapital discusses some general investor skepticism at $IWG https://t.co/ebJgGQvIGB Podcast #286 is up @1MainCapital discusses some general investor skepticism at $IWG https://t.co/ebJgGQvIGB"  
[X Link](https://x.com/anyuser/status/1902774901335003514)  2025-03-20T17:31Z [----] followers, [----] engagements


"Perhaps the most obvious reason we are neg $TTD is its overreliance on agency holdcos. From the [----] 10-K: "three clients each accounted for at least 10% and collectively accounted for 42% of consolidated accounts receivable." One customer also 14% gross billings"  
[X Link](https://x.com/MinotaurStocks/status/1902826449444409603)  2025-03-20T20:55Z [----] followers, 27.6K engagements


"The market overlooked a 13-D Filing from $TDC's 9.5% holder Lynrock Lake Friday. Despite delivering better price / query for "power users" Teradata has lost share to $SNOW and Databricks. At 10x EPS we see opportunity if Lynrock gets on the Board: https://www.sec.gov/Archives/edgar/data/816761/000141588925008727/xslSCHEDULE_13D_X01/primary_doc.xml https://www.sec.gov/Archives/edgar/data/816761/000141588925008727/xslSCHEDULE_13D_X01/primary_doc.xml"  
[X Link](https://x.com/MinotaurStocks/status/1904221013111636196)  2025-03-24T17:17Z [----] followers, [----] engagements


"$BNED has firmed following the $IMMR buy we🕷sensed shrugging off the lowered FY25 cash flow guide. It also feels like a large seller (Toplids) has either finished or lightened up improving the technical setup for the stock ahead of R2K addition. Focus now on Fall FDC adds"  
[X Link](https://x.com/MinotaurStocks/status/1904260284002586793)  2025-03-24T19:53Z [----] followers, [----] engagements


"We see multiple drivers lining up favorably for $ALLT in DNI Net Protect and especially SECaaS. $VZ's recent launch of its Trusted Connection SME service likely presages a near-term BMIS launch before RSA (4/28) ahead of our prior expectations: https://seekingalpha.com/article/4764926-allot-verizon-expansion-and-strong-results-make-for-a-buying-opportunity https://seekingalpha.com/article/4764926-allot-verizon-expansion-and-strong-results-make-for-a-buying-opportunity"  
[X Link](https://x.com/anyuser/status/1904931916614426904)  2025-03-26T16:22Z [----] followers, [----] engagements


"This $UBI $TCEHY carveout deal sounds like a very interesting and creative way to unlock value. The franchise value of core titles AC FC and R6 has never been in question but Ubisoft's high cost structure has made it tough to see a path to standalone or M&A driven upside"  
[X Link](https://x.com/anyuser/status/1905303244022100394)  2025-03-27T16:57Z [----] followers, [----] engagements


"$GRPN now +90% since reporting Q4 earnings. Amazingly short interest actually increased following earnings according to the latest exchange data. True SI likely well over 50%. [----] is definitely feeling like a "stockpicker's market" -- do people still say that"  
[X Link](https://x.com/MinotaurStocks/status/1905351572290179210)  2025-03-27T20:09Z [----] followers, [---] engagements


"Barclays with some thoughtful analysis of the $UBI / $TCEHY transaction. Given the Guillemots' poor operating track record over the past decade new management operating the carved out entity is a positive. Same with $500m debt paydown. Activism was long needed here"  
[X Link](https://x.com/anyuser/status/1905555080767803819)  2025-03-28T09:38Z [----] followers, [----] engagements


"Craig Hallum with a note out summarizing the upside case for $LFCR; onshoring of drug production is now an incremental catalyst. This idea has been pitched well by @LaughingH20Cap David Capital and @GreenhavenRoad"  
[X Link](https://x.com/MinotaurStocks/status/1909990080200257824)  2025-04-09T15:21Z [----] followers, [----] engagements


"@BoringBiz_ Itll be time for the U.S. to hire $HLI in a minute"  
[X Link](https://x.com/MinotaurStocks/status/1910522765259755915)  2025-04-11T02:38Z [----] followers, [----] engagements


"Happy Easter & Passover y'all For those long $ALLT it is encouraging to see $VZ's business mobile site centered around My Biz Plan as its main (only) plan of focus. $VZ is making a bold and exciting bet on network native security as key brand differentiator"  
[X Link](https://x.com/anyuser/status/1914045295626997899)  2025-04-20T19:55Z [----] followers, [----] engagements


"$ALLT expanding into SME DDOS as a service with NPaaS tapping into a $1bn incremental SAM. Between the launch of $VZ / $ALLT's My Biz Plan OffNetSecure and now NPaaS it has been a great couple of weeks for Allot's product and sales teams. 🚨 Volumetric cyberattacks are on the riseand SMEs are in the crosshairs. But heres the twist: this growing threat is a golden opportunity for CSPs to deliver real value and new revenue with Allot NPaaS. 📈 Dive into this blog post to discover how you can protect your 🚨 Volumetric cyberattacks are on the riseand SMEs are in the crosshairs. But heres the"  
[X Link](https://x.com/anyuser/status/1914951041801707774)  2025-04-23T07:54Z [----] followers, [----] engagements


"$ALLT CEO Eyal Harari is hitting the conference circuit again in May (Needham) and June (William Blair). There should be plenty to talk about with $VZ My Biz Plan ramp underway and the recent OffNetSecure and NPaaS product launches. $ALLT also at RSA next week"  
[X Link](https://x.com/anyuser/status/1915324137587019959)  2025-04-24T08:37Z [----] followers, [----] engagements


"Northland pounding the table on $ALLT once more this morning highlighting potential upside to SECaaS ests. from recent launches and the strategic importance of last week's OffNetworkSecure product launch. Earnings on 5/12 should be exciting"  
[X Link](https://x.com/MinotaurStocks/status/1917250882405798236)  2025-04-29T16:13Z [----] followers, [----] engagements


"Great podcast on US / China relations and optimal strategies. Russ Doshi hits a bunch of the points I've raised in reply to @TMTLongShort and elsewhere. Namely the US must remain mindful of the domestic politics that exist worldwide not just here at home and if the plan was to isolate China all along (and that isn't just a convenient ex-post rationalization for incurring total chaos) the US could have done a lot more on the front-end of negotiations to shore up our position. From here the degree of difficulty is harder but it's far from impossible to arrive at a good outcome as long as we"  
[X Link](https://x.com/anyuser/status/1917279564637823152)  2025-04-29T18:07Z [----] followers, [----] engagements


"Big developments for $ALLT lately from a barn burner Q1 to a clean capital structure (est. $70m+ net cash) to the largest Smart deal in years. Today $VZ's CEO Hans Vestberg shouted out My Biz Plan in yet another +++ sign for Allot. Still early innings"  
[X Link](https://x.com/anyuser/status/1947295610945831076)  2025-07-21T14:00Z [----] followers, [----] engagements


"$ALLT had multiple 20%+ drawdowns over the past year despite its improving fundamentals. Each of those was a buying opportunity and the stock is +160% LTM. The business is well poised for years of profitable growth in both DNI and SECaaS as evidenced by $VZ My Biz $VOD SECaaS and the T1 EMEA win for DNI worth "tens of millions." FWIW $ALLT handled the convertible note extremely well. The bond would have either converted into 4.3m shares in most scenarios or become an even worse overhang in "grizzly bear" scenarios where the market entered a depression something went wrong in the business or"  
[X Link](https://x.com/MinotaurStocks/status/1947551680914190835)  2025-07-22T06:57Z [----] followers, [---] engagements


"$VZ with a couple of significant callout quotes for the $ALLT-secured "My Biz Plan" in its inaugural quarter. On top of CEO Hans Vestberg's praise for MBP $VZ CFO Tony Skiadis explicitly cited My Biz as an integral part of $VZ's value proposition in business mobile"  
[X Link](https://x.com/anyuser/status/1948383998147002515)  2025-07-24T14:05Z [----] followers, [----] engagements


"$CYBR / $PANW deal done at 15x [----] EV/S for a mid-20% organic ARR grower. At 15x $50m of [----] $ALLT SECaaS revenue (growing 50%+) would be $18 / share of EV with the inflecting DNI business offering additional upside. https://www.cyberark.com/press/palo-alto-networks-announces-agreement-to-acquire-cyberark/ https://www.cyberark.com/press/palo-alto-networks-announces-agreement-to-acquire-cyberark/"  
[X Link](https://x.com/anyuser/status/1950551037083054310)  2025-07-30T13:36Z [----] followers, [----] engagements


"I hate to admit it but this was me with $CLS and $RBLX a few months ago (props to smart friends that nailed both stocks). Golden retrievers and their owners are sometimes too cautious. Whoever dubbed this is great 😂😂 https://t.co/k4Q7xqEGrT Whoever dubbed this is great 😂😂 https://t.co/k4Q7xqEGrT"  
[X Link](https://x.com/MinotaurStocks/status/1950567788550168698)  2025-07-30T14:42Z [----] followers, [---] engagements


"$ALLT is consolidating between $7.50 - $8.00 basically unchanged over the last six months despite strong results $VZ's April launch of $ALLT-secured My Biz (which $VZ trumpeted on Q2 CC) and a Minotaur affirming DNI win for tens of millions. But in our experience this is how stocks often behave. Consolidation is needed before the next move higher which should start around Q2 results. $ALLT isn't a stock trafficked by high velocity datapoint driven traders (yet). Rather the investor base consists of high quality and committed holders like Lynrock Kanen QVT etc. all of which have steadily"  
[X Link](https://x.com/anyuser/status/1950752357274554450)  2025-07-31T02:56Z [----] followers, [----] engagements


"It turns out consolidating between $7.25 - $8.00 was more accurate It has been a painful tape for smallcap tech. Still with $1.50 of net cash $1.00+ in medium term earnings power and SECaaS growing 50%+ owning $ALLT here feels secure. @6df4e6d9972a44f $ALLT is consolidating between $7.50 - $8.00 basically unchanged over the last six months despite strong results $VZ's April launch of $ALLT-secured My Biz (which $VZ trumpeted on Q2 CC) and a Minotaur affirming DNI win for tens of millions. But in our experience this is @6df4e6d9972a44f $ALLT is consolidating between $7.50 - $8.00 basically"  
[X Link](https://x.com/MinotaurStocks/status/1951361177059205142)  2025-08-01T19:15Z [----] followers, [----] engagements


"@RealJimChanos What he really wanted to tweet was: The SEC is a three letter acronym and the middle word is Ernies but the auditor in him held back"  
[X Link](https://x.com/MinotaurStocks/status/1951409717626150977)  2025-08-01T22:28Z [----] followers, [----] engagements


"A tough macro could be a great time for $ALLT's value priced solutions addressing SMB / SME security to capture share. Combined with DNI upcycling from trough numbers $ALLT should be a resilient name for what could become a tough tape. $ALLT couple of years back had guidance based on TAM and were downgrading projections every quarter. New management(Eyal & board) have turned things around and are conservative in their projections. Will we see an upgrade in projections starting Q2 Excited about 8/14 results. $ALLT couple of years back had guidance based on TAM and were downgrading projections"  
[X Link](https://x.com/anyuser/status/1952759581693612207)  2025-08-05T15:52Z [----] followers, [----] engagements


"$IOT Things your CHRO doesn't want you saying when the stock is 14x ARR"  
[X Link](https://x.com/anyuser/status/1952761915895414945)  2025-08-05T16:01Z [----] followers, [----] engagements


"$ALLT with another SECaaS win at Mas Movil Panama -- nice to see another positive datapoint ahead of earnings Thursday AM. https://www.globenewswire.com/news-release/2025/08/11/3130691/0/en/Allot-NetworkSecure-Selected-by-M%C3%A1s-M%C3%B3vil-Panama-to-Provide-Network-native-Cybersecurity-Protection-to-their-Mobile-and-Fixed-Customers.html https://www.globenewswire.com/news-release/2025/08/11/3130691/0/en/Allot-NetworkSecure-Selected-by-M%C3%A1s-M%C3%B3vil-Panama-to-Provide-Network-native-Cybersecurity-Protection-to-their-Mobile-and-Fixed-Customers.html"  
[X Link](https://x.com/MinotaurStocks/status/1954883026963542150)  2025-08-11T12:30Z [----] followers, [---] engagements


"$ALLT raising SECaaS guide from "around 50% or more" to [--] - 60% and reinstating annual revenue guidance given its "high level of backlog." The first partial quarter of $VZ My Biz drove record SECaaS revenue and ARR dollar growth and 20pts of growth rate acceleration to 73%"  
[X Link](https://x.com/anyuser/status/1955946431833088228)  2025-08-14T10:55Z [----] followers, [----] engagements


"Meanwhile $ALLT's DNI business continues to show relative stability in performance ahead of a likely recovery in [----] and beyond as the Tera Service Gateway III cycle and Sandvine replacements accelerate (one of the largest deals in company history was awarded in early Q3)"  
[X Link](https://x.com/anyuser/status/1955946434840420556)  2025-08-14T10:55Z [----] followers, [---] engagements


"$ALLT rated new outperform at William Blair by lead cybersecurity analyst Jonathan Ho. Based on peer multiples and $ALLT's industry leading SECaaS growth Ho believes ALLT should already trade at 6x EV/R vs. current 2.5x implying a mid to high-teens share price"  
[X Link](https://x.com/anyuser/status/1958280712899223977)  2025-08-20T21:31Z [----] followers, [----] engagements


"$VZ Business Unlimited price increases are coming September 1st. Verizon My Biz Plan migrations should accelerate greatly benefitting $ALLT as its mobile security platform is bundled into the new plan. https://www.phonearena.com/news/verizon-business-plan-price-increase_id173633 https://www.phonearena.com/news/verizon-business-plan-price-increase_id173633"  
[X Link](https://x.com/anyuser/status/1961255844043264023)  2025-08-29T02:33Z [----] followers, [----] engagements


"What are the odds $TTD OpenAds was cooked up specifically in response to AdCP (hence hustling to get it out before any publisher partners lined up) $OMC plugging it days after launch pretty amazing. Revolutionary project great interview and sounds like tons of momentum. Adtech buddies: AdCP. You have questions. I have questions. We sat down with (@aperiamventures portco) @Scope3 cofounder/COO Anne Coghlan and asked a bunch of them. And also about Scope3. Anne is a machine. Can't believe how much we covered in a [--] min pod. Link next. Adtech buddies: AdCP. You have questions. I have questions."  
[X Link](https://x.com/MinotaurStocks/status/1981183776274469263)  2025-10-23T02:19Z [----] followers, [----] engagements


"$AMZN RTB Fabric partners. $DSP highlighted $TTD not so much. 80% lower cloud networking costs will accelerate share shifts from Trade Desk to Viant and others that opt to pass cost savings through to end customers. "Your margin = my opportunity." Amazon just announced Fabric a new environment in which RTB companies pay much less for bandwidth and get lower latency. @slayser8 will be talking about this at #marketecturelive on Monday. Link below: Amazon just announced Fabric a new environment in which RTB companies pay much less for bandwidth and get lower latency. @slayser8 will be talking"  
[X Link](https://x.com/MinotaurStocks/status/1981342919618678960)  2025-10-23T12:52Z [----] followers, [----] engagements


"$WPP $PUB and $OMC / $IPG are investing heavily behind in-house AI tools and promoting protocols like AdCP that promise better outcomes and lower costs. The nexus of value creation is shifting away from the DSP layer = tough for $TTD to maintain its industry high take rates. NEW for @Adweek: @WPP today launched a self-serve version of its AI platform WPP Open in a bid to win business from smaller enterprises and performance marketerswhile also expanding its reach within existing client orgs. https://t.co/Xy6BMf2KBA NEW for @Adweek: @WPP today launched a self-serve version of its AI platform"  
[X Link](https://x.com/MinotaurStocks/status/1981371123951706334)  2025-10-23T14:44Z [----] followers, [----] engagements


"M&A in satellite and [---] markets remains robust with $KTOS buying $ORBI for 4x sales and $AXON buying Carbyne for $625m just this week. If $CMTL's turnaround remains on track a 1x EV/S multiple and $80m market cap leaves plenty of room for upside. https://www.businesswire.com/news/home/20251105628446/en/Comtech-To-Host-Fourth-Quarter-and-Fiscal-Year-2025-Earnings-Conference-Call https://www.businesswire.com/news/home/20251105628446/en/Comtech-To-Host-Fourth-Quarter-and-Fiscal-Year-2025-Earnings-Conference-Call"  
[X Link](https://x.com/MinotaurStocks/status/1986205532735377555)  2025-11-05T22:54Z [----] followers, [---] engagements


"Most alpha rich move off of the $OMC AdCP comments we highlighted was actually to buy unloved $PUBM.credit to @beaniemaxi. $PUBM quickly eating into the $TTD core DSP biz. And the market has not priced it in. Thats some real alpha right there. $PUBM quickly eating into the $TTD core DSP biz. And the market has not priced it in. Thats some real alpha right there"  
[X Link](https://x.com/MinotaurStocks/status/1988610714676985948)  2025-11-12T14:11Z [----] followers, [----] engagements


"Agree with your analysis. Given $CMTL S&S process makes sense to stand down from Golden Dome IDIQ as the new corp owner ( $GILT $KTOS $LHX AE Aerospace Veritas) will want to structure award and no NT revenue anyway. $GILT better positioned post-CMTL acquisition than bidding through DataPath now. Also PTC is happening this week and despite space & satellite having more significance than ever $CMTL isn't sending S&S president Dan Gizinski (they are sending former head of UHP Networks Vagan Shakighildian). Last year Gizinski participated in several panels. It's also pretty clear $CMTL has been"  
[X Link](https://x.com/MinotaurStocks/status/2012640661238083907)  2026-01-17T21:38Z [----] followers, [---] engagements


"Nice $CMTL PR today for space components likely related to the Artemis mission and highlighting Comtech's diverse portfolio. $CMTL has been quiet recently as we spotlighted their win with DCG modem at Lite Comms for the MCWS program but no PR there. https://comtech.com/press-releases/2026/01/20/comtech-receives-space-components-award-exceeding-5-million-to-support-critical-civil-space-program/ https://comtech.com/press-releases/2026/01/20/comtech-receives-space-components-award-exceeding-5-million-to-support-critical-civil-space-program/"  
[X Link](https://x.com/MinotaurStocks/status/2013675569926287569)  2026-01-20T18:10Z [----] followers, [---] engagements


"One of the key upside drivers for $CMTL S&S highlighted in our report is the US Army's EDIM program. In addition to a revenue opportunity worth potentially hundreds of millions we believe $CMTL remains the only modem supplier capable of shipping "DIFI." https://comtech.com/press-releases/2023/10/03/u-s-army-awards-comtech-48-6-million-for-next-generation-edim-satcom-solutions/ https://comtech.com/press-releases/2023/10/03/u-s-army-awards-comtech-48-6-million-for-next-generation-edim-satcom-solutions/"  
[X Link](https://x.com/MinotaurStocks/status/2013677433967231372)  2026-01-20T18:18Z [----] followers, [----] engagements


"With the DIFI standard (digital RF) potentially set to govern US armed forces and allied SATCOM for decades $CMTL is extremely well positioned for current business and future awards underscoring its strategic value to buyers like $GILT: https://www.satellitetoday.com/government-military/2024/08/26/us-armys-usaisec-joins-difi-consortium/ https://www.satellitetoday.com/government-military/2024/08/26/us-armys-usaisec-joins-difi-consortium/"  
[X Link](https://x.com/MinotaurStocks/status/2013677435791769997)  2026-01-20T18:18Z [----] followers, [----] engagements


"Another LEO announcement "out of the Blue." TeraWave is a logical customer for $CMTL given the unique interoperability of Comtech's DCG Modems for LEO / MEO and its Xicom Q/V band amplifiers. [----] satellites is $AMZN LEO and a big opp for $CMTL. https://www.blueorigin.com/news/blue-origin-introduces-terawave-space-based-network-for-global-connectivity https://www.blueorigin.com/news/blue-origin-introduces-terawave-space-based-network-for-global-connectivity"  
[X Link](https://x.com/MinotaurStocks/status/2014495819748278440)  2026-01-23T00:30Z [----] followers, [---] engagements


"(The conference is the day after their earnings and it's in Arlington VA not Israel).could be nothing or could be something $GILT $CMTL"  
[X Link](https://x.com/MinotaurStocks/status/2016529310102987209)  2026-01-28T15:10Z [----] followers, [---] engagements


"Let's game this out. In a world of robotaxis is $CVNA really going to be able to keep profiting from 23% APR auto loans Won't customers just ride robotaxis to the office 20%+ auto loans only exist because car ownership has been a requirement in most of the country"  
[X Link](https://x.com/MinotaurStocks/status/2009722394236334500)  2026-01-09T20:22Z [----] followers, [---] engagements


"Seems like SOP for the SEC to move slowly and not want to divulge investigative tactics / materials. If judge requires $CVNA to turn over to plaintiffs the SEC subpoenas (and any documents produced) it could accelerate the issuance of a Wells Notice. Also $CVNA has reportedly only produced 10% of responsive emails with hyperlinks (attachments etc) which at this juncture is a tiny amount. Plaintiffs now get to pick [---] at a time to review on an expedited basis (they'll pick the most critical based on available metadata) and if for some reason $CVNA can't produce the hyperlinked content (they"  
[X Link](https://x.com/MinotaurStocks/status/2009806989304692892)  2026-01-10T01:58Z [----] followers, [---] engagements

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