# ![@ShenJiaye Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1443373516988899333.png) @ShenJiaye Jiaye Shen

Jiaye Shen posts on X about in the, $wbd, $zim, $leg the most. They currently have [--] followers and [--] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1443373516988899333/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1443373516988899333/c:line/m:interactions.svg)

- [--] Week [---] -87%
- [--] Month [-----] +358%

### Mentions: [--] [#](/creator/twitter::1443373516988899333/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1443373516988899333/c:line/m:posts_active.svg)

- [--] Month [--] +100%

### Followers: [--] [#](/creator/twitter::1443373516988899333/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1443373516988899333/c:line/m:followers.svg)

- [--] Week [--] no change
- [--] Month [--] +43%

### CreatorRank: [---------] [#](/creator/twitter::1443373516988899333/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1443373516988899333/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  55.56% [finance](/list/finance)  19.44% [cryptocurrencies](/list/cryptocurrencies)  11.11% [currencies](/list/currencies)  8.33% [technology brands](/list/technology-brands)  8.33% [exchanges](/list/exchanges)  2.78%

**Social topic influence**
[in the](/topic/in-the) 16.67%, [$wbd](/topic/$wbd) #59, [$zim](/topic/$zim) #61, [$leg](/topic/$leg) #3, [$alti](/topic/$alti) #1, [$inmd](/topic/$inmd) #6, [$aes](/topic/$aes) #8, [$unf](/topic/$unf) #5, [$gtlb](/topic/$gtlb) #36, [$sgi](/topic/$sgi) 8.33%

**Top accounts mentioned or mentioned by**
[@batman10023](/creator/undefined) [@garyheff](/creator/undefined) [@ewhispers](/creator/undefined) [@baishan123456](/creator/undefined) [@researchne89461](/creator/undefined)

**Top assets mentioned**
[Warner Bros Discovery, Inc. (WBD)](/topic/$wbd) [ZIM Integrated Shipping Services Ltd. (ZIM)](/topic/$zim) [Leggett & Platt, Inc. (LEG)](/topic/$leg) [InMode Ltd. Ordinary Shares (INMD)](/topic/$inmd) [AES, Corp. (AES)](/topic/$aes) [Unifirst Corp (UNF)](/topic/$unf) [GitLab Inc. (GTLB)](/topic/$gtlb) [Somnigroup International Inc. (SGI)](/topic/$sgi) [Paramount Skydance Corporation Class B Common Stock (PSKY)](/topic/$psky) [OneStream, Inc (OS)](/topic/$os) [Olaplex Holdings, Inc. (OLPX)](/topic/$olpx) [Ocular Therapeutix, Inc. (OCUL)](/topic/$ocul) [Origin Protocol (OGN)](/topic/$ogn) [BlackLine, Inc. Common Stock (BL)](/topic/$bl) [2131KOBUSHIDE (21)](/topic/$21) [Revolution Medicines, Inc. (RVMD)](/topic/$rvmd) [Alkami Technology, Inc. (ALKT)](/topic/$alkt) [Sleepless AI (AI)](/topic/$ai) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Dog (Bitcoin) (DOG)](/topic/$dog) [SPS Commerce, Inc. (SPSC)](/topic/$spsc) [Datadog Inc (DDOG)](/topic/$ddog) [Robinhood Markets, Inc.  (HOOD)](/topic/$hood) [Astera Labs, Inc. (ALAB)](/topic/$alab) [AppLovin Corporation (APP)](/topic/$app) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Shopify Inc (SHOP)](/topic/$shop) [Vertiv Holdings Co (VRT)](/topic/$vrt) [Arista Networks Inc (ANET)](/topic/$anet) [Unity Software Inc. (U)](/topic/$u) [Mario Coin (COIN)](/topic/$coin) [Pinterest, Inc. (PINS)](/topic/$pins) [Workiva Inc. (WK)](/topic/$wk) [Synthetify (SNY)](/topic/$sny) [Comcast Corporation (CMCSA)](/topic/$cmcsa) [Netflix Inc (NFLX)](/topic/$nflx) [Saia, Inc. (SAIA)](/topic/$saia) [TFI International Inc. (TFII)](/topic/$tfii) [Old Dominion Freight Line Inc (ODFL)](/topic/$odfl) [Clearwater Analytics Holdings, Inc. (CWAN)](/topic/$cwan) [Sun Country Airlines Holdings, Inc. (SNCY)](/topic/$sncy) [Oracle Corporation (ORCL)](/topic/$orcl) [Cintas Corporation (CTAS)](/topic/$ctas)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Opened $olpx long looking for a deal at $2.1 in the next [--] days based on recent deal report. At $2.1 Advent likely bags a 7yr 22% irr. Downside would be $1.4 representing a 20% irr. Think Advent is a seller at above 20% irr. Risk/reward is favorable here risking 20c for 50c"  
[X Link](https://x.com/ShenJiaye/status/2011129403036901648)  2026-01-13T17:33Z [--] followers, [---] engagements


"Looks most imminent: $olpx $alti $ogn. $inmd question around Israeli report $aes around bid-ask spread $ocul on data readout $zim on Israeli identity. Some in the background: $unf $rvmd $gtlb $wbd $leg. Tricky $ai $alkt $prth"  
[X Link](https://x.com/ShenJiaye/status/2016979405713932570)  2026-01-29T20:58Z [--] followers, [---] engagements


"$staa really curious what the top shareholders were thinking herewillingly took a 40% drawdown youd think they have a second act up their sleeve but looks not"  
[X Link](https://x.com/ShenJiaye/status/2019376816067342839)  2026-02-05T11:45Z [--] followers, [---] engagements


"Whats being wrongly dragged down by the broader market selloff in the event land $oplx $aes and $inmd look so"  
[X Link](https://x.com/ShenJiaye/status/2019445890990166285)  2026-02-05T16:19Z [--] followers, [---] engagements


"Note to myself: marketwide degross is great opportunity to redirect capital from crappy holdings to quality ones because everybodys on sale so take advantage of it. E.g. some $pizza to $nvda"  
[X Link](https://x.com/ShenJiaye/status/2019813888125235250)  2026-02-06T16:42Z [--] followers, [--] engagements


"$dog earnings next weekgonna see if any mention of m&a $gtlb. Ddog stock obviously caught in the software sell off too but relatively still help up better than IGV YTD"  
[X Link](https://x.com/ShenJiaye/status/2019872662982734194)  2026-02-06T20:35Z [--] followers, [---] engagements


"$oplx and $alti should be next week. Anytime update now: $aes $unf $zim $ogn $wbd. $ddog earnings next week might have read thru to $gtlb. Earnings next week: $leg likely no update [--] days too short for $SGI $inmd likely no update and thats ok $ogn mover $bl $spsc $staa"  
[X Link](https://x.com/ShenJiaye/status/2019878273891868982)  2026-02-06T20:58Z [--] followers, [---] engagements


"RT @eWhispers: #earnings for the week of February [--] [----] $HOOD $APP $COIN $ALAB $NBIS $SHOP $VRT $PINS $ANET $U https://www.earningswhispers.com/calendar https://www.earningswhispers.com/calendar"  
[X Link](https://x.com/ShenJiaye/status/2020718832533577729)  2026-02-09T04:38Z [--] followers, [---] engagements


"Feb [--] update: was spot on on the timetable of mid Feb. $230 was the expectation as well. Might be in a holding pattern now with another [--] days on the clock added. Taking profits and waiting to re enter later"  
[X Link](https://x.com/ShenJiaye/status/2021245254486118456)  2026-02-10T15:29Z [--] followers, [--] engagements


"Shorting $leg at the $12 offer price yesterday was a no brainer. Companies had no prior engagements means process can take months. Given $leg large revenue exposure at $sgi theres no competing bidder either. Think it drifts to low [--] for a 50-60% deal prob more appropriate here"  
[X Link](https://x.com/ShenJiaye/status/1995921456119906730)  2025-12-02T18:22Z [--] followers, [---] engagements


"Swing traded $LEG well. $SGI stock held in ok vs Nov [--] close should give confidence in a $LEG deal. Been [--] days now but taking out the holidays probably means still a few weeks away but should be before early Feb earnings. Using Jan [--] for now - Feb [--] options should cover"  
[X Link](https://x.com/ShenJiaye/status/2008799322134163505)  2026-01-07T07:14Z [--] followers, [--] engagements


"Mistake of holding onto $wk and $bl if it wasnt obvious before now it is - We are in a price re discovery phase of software companies now dont think deals can get done in this period"  
[X Link](https://x.com/ShenJiaye/status/2016939673437061442)  2026-01-29T18:21Z [--] followers, [---] engagements


"$ocul looking for someone that would have some views on the fundamentals of this company the imminent data readout and if fit with $sny"  
[X Link](https://x.com/ShenJiaye/status/2016942043029971225)  2026-01-29T18:30Z [--] followers, [---] engagements


"Adding to the difficulty in software dealmaking is the retrenching of debt financing in the space. Case in point $yext"  
[X Link](https://x.com/ShenJiaye/status/2018535331424076158)  2026-02-03T04:01Z [--] followers, [---] engagements


"$prth might be the next $yext on lack of fundinglook at private credit names today brutal"  
[X Link](https://x.com/ShenJiaye/status/2018718736354844770)  2026-02-03T16:10Z [--] followers, [---] engagements


"Might be positive for $wbd shares because more urgency for $psky to raise now Trump says he'll stay out of Netflix Paramount Skydance fight to take over WBD https://t.co/djiwHMGbER Trump says he'll stay out of Netflix Paramount Skydance fight to take over WBD https://t.co/djiwHMGbER"  
[X Link](https://x.com/ShenJiaye/status/2019246039493144877)  2026-02-05T03:05Z [--] followers, [---] engagements


"@batman10023 Indeed - also curious who these funds have as LP if no alternative deal stock is dead till next earnings since theres not even a management team"  
[X Link](https://x.com/ShenJiaye/status/2022470269600960982)  2026-02-14T00:37Z [--] followers, [--] engagements


"Like $OS long. 2x r/r here for a deal. KKR on the clock to exit a [----] vintage. Business category vertical enough to defend Gen AI. Positive growth/earnings revision trajectory. Right ballpark now on deal timing since Reuter report"  
[X Link](https://x.com/ShenJiaye/status/1995925174265545057)  2025-12-02T18:36Z [--] followers, [---] engagements


"Think market trading wrong way the overnight news at $OS. Long time CFO went and found a new gig. KKR person on the file gets the acting CFO role with a CoC pay plus some stocks. Two key employees were also thrown a bone in the form of CoC pay to not quit. Deal coming imo"  
[X Link](https://x.com/ShenJiaye/status/1996247876322959794)  2025-12-03T15:59Z [--] followers, [---] engagements


"If $cmcsa wins $wbd bidding expect some convoluted hypothetical math to reach the $30 magic number. Like the $SBGI math for $SSP. We know how far thats trading from the promised $7 value. But Zaslav would have the best job out of the three options. And $cmcsa stock benefits"  
[X Link](https://x.com/ShenJiaye/status/1996278119825842200)  2025-12-03T17:59Z [--] followers, [---] engagements


"Key 2nd bid takeaways so far: 1) $psky has not raised the prior $25 offer 2) $nflx is higher on headline value - switched to primarily cash but likely didnt raise either 3) window for meaningful update - couple more weeks New: Paramount has offered to pay $5 billion breakup fee if its deal for WBD doesnt close. Its a sign of how confident the company is in its pitch to regulators. https://t.co/WWKe8vGYP7 New: Paramount has offered to pay $5 billion breakup fee if its deal for WBD doesnt close. Its a sign of how confident the company is in its pitch to regulators. https://t.co/WWKe8vGYP7"  
[X Link](https://x.com/ShenJiaye/status/1996379717180821851)  2025-12-04T00:43Z [--] followers, [---] engagements


"@garyHeff Jonathan kanter gonna be on cnbc talking about the anti trust merits. Worth a listen"  
[X Link](https://x.com/ShenJiaye/status/1996599354103419216)  2025-12-04T15:15Z [--] followers, [--] engagements


"@garyHeff Gotcha. So value investing by way of event driven. Worth taking a look at $zim"  
[X Link](https://x.com/ShenJiaye/status/1996743486390129055)  2025-12-05T00:48Z [--] followers, [---] engagements


"$OS good outcome. Read was correct"  
[X Link](https://x.com/ShenJiaye/status/2008792019288953159)  2026-01-07T06:45Z [--] followers, [--] engagements


"Sold it too early at [----]. Mistake is to not realize the stock is in the section of the market that is carrying positive momentum from housing catalysts and IWM catalysts. SGI been rising too meaning stock exchange ratio can remain the same hence higher chance of a $ price bump"  
[X Link](https://x.com/ShenJiaye/status/2010652752666657031)  2026-01-12T09:59Z [--] followers, [--] engagements


"Why has LTL names been so strong and breaking out to the upside lately Looking for a narrative $odfl $saia $tfii $htld"  
[X Link](https://x.com/ShenJiaye/status/1996742249112391711)  2025-12-05T00:43Z [--] followers, [--] engagements


"$zim buyout. Press back in Aug/Sep not taken seriously given industry -ve rep. Now hard to dismiss with more details and a series of reports. Cheap at [---] pb + coveted orderbook. HLAG makes sense- left behind in scale. Difficulties remain: Israeli identity and mgmt motivation"  
[X Link](https://x.com/ShenJiaye/status/1996752311906193774)  2025-12-05T01:23Z [--] followers, [---] engagements


"Timing wise - looking at post Jan 1st Asia-Euro contract renewal and potentially post CNY Feb [--] also. Stock too volatile to own outright - Apr 25/30cs at 60c (3%) might be a good way to go to just play the deal"  
[X Link](https://x.com/ShenJiaye/status/1996758730265055478)  2025-12-05T01:49Z [--] followers, [--] engagements


"$CWAN low deal price in an inbound approach - potential interloper upside risk. Good r/r given price still below terms. Near-term - Active go shop expires Jan [--]. BBG reported on Warburg and Permira interest on Nov [--] - deal announced on Dec [--] = Standard exclusivity period"  
[X Link](https://x.com/ShenJiaye/status/2008790324966289562)  2026-01-07T06:38Z [--] followers, [---] engagements


"$sncy $algt spreads might be wide here given precedents. Guiding to 2H26 vs Hawaiian air was [---] months makes sense. No bump - Unlikely to have other bidders given the b/s shape of competitors. Positive PF - Synergy is meaningful at $140m p.a. @ 4x per share = $16 p.f. $algt"  
[X Link](https://x.com/ShenJiaye/status/2010668888057593890)  2026-01-12T11:03Z [--] followers, [--] engagements


"Opened $alti and adding via Mar c2.5. Stock has given back all the m&a premium since announcement of strategic review. Support on the down at $3.5. Lookin for a deal at $6. At below $4 this looks extremely attractive. 30+ day in pipeline already expect another 45-60 days"  
[X Link](https://x.com/ShenJiaye/status/2011131211889168746)  2026-01-13T17:40Z [--] followers, [--] engagements


"@baishan123456 question is if they had good data and in negotiation with sny why not release it since it should bolster their share price and hence the takeout negotiation/deal price"  
[X Link](https://x.com/ShenJiaye/status/2016989733726154885)  2026-01-29T21:40Z [--] followers, [---] engagements


"Thought on $psky re $wbd bid: if the ME funding was by way of buying newly issued $psky shares then the deal has gotten much more expensive for the Ellison than just raising a few bucks on the headline price by way of increased dilution of Ellison stake with psky -30% since Dec"  
[X Link](https://x.com/ShenJiaye/status/2018757665527398778)  2026-02-03T18:45Z [--] followers, [---] engagements


"and $orcl also down 30% since Dec which doesnt help"  
[X Link](https://x.com/ShenJiaye/status/2018757964241465428)  2026-02-03T18:46Z [--] followers, [---] engagements


"Posting some event driven thoughts and ideas just for my own diary. Not investment advice. Your questions/feedback/views welcomed"  
[X Link](https://x.com/ShenJiaye/status/1995939579363561506)  2025-12-02T19:34Z [--] followers, [---] engagements


"$UNF eyes on earnings and call today. Mgmt needs to show strong numbers to have any credibility. Weak numbers will get bought giving more weight to activist demands/ $CTAS offer attractiveness. Think $CTAS likely wont go quietly this time - maybe has a bump in the pocket"  
[X Link](https://x.com/ShenJiaye/status/2008823579769749631)  2026-01-07T08:50Z [--] followers, [---] engagements

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