# ![@SpaceWalk0 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::942533726.png) @SpaceWalk0 Space Walk

Space Walk posts on X about $ui, money, ceo, open ai the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::942533726/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::942533726/c:line/m:interactions.svg)

- [--] Week [-----] +21%
- [--] Month [------] +273%
- [--] Months [------] +670%
- [--] Year [------] +826%

### Mentions: [--] [#](/creator/twitter::942533726/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::942533726/c:line/m:posts_active.svg)

- [--] Month [--] -31%
- [--] Months [--] +284%
- [--] Year [--] +275%

### Followers: [---] [#](/creator/twitter::942533726/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::942533726/c:line/m:followers.svg)

- [--] Week [---] -0.11%
- [--] Month [---] +0.64%
- [--] Months [---] +7.50%
- [--] Year [---] +12%

### CreatorRank: [---------] [#](/creator/twitter::942533726/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::942533726/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  [finance](/list/finance)  [technology brands](/list/technology-brands)  [luxury brands](/list/luxury-brands)  [cryptocurrencies](/list/cryptocurrencies)  [social networks](/list/social-networks)  [fashion brands](/list/fashion-brands)  [celebrities](/list/celebrities)  [currencies](/list/currencies)  [countries](/list/countries) 

**Social topic influence**
[$ui](/topic/$ui) #8, [money](/topic/money), [ceo](/topic/ceo), [open ai](/topic/open-ai), [stocks](/topic/stocks), [$kmx](/topic/$kmx), [rolex](/topic/rolex), [gulfstream](/topic/gulfstream), [zuck](/topic/zuck), [fed](/topic/fed)

**Top accounts mentioned or mentioned by**
[@17thstcap](/creator/undefined) [@hntrbrkmedia](/creator/undefined) [@tbonesam99](/creator/undefined) [@hfreflection](/creator/undefined) [@innocencecapit1](/creator/undefined) [@bucketshopcap](/creator/undefined) [@nicogladia](/creator/undefined) [@grandtokamak](/creator/undefined) [@dalibali2](/creator/undefined) [@sidecarcap](/creator/undefined) [@restructuring](/creator/undefined) [@edelweisscap](/creator/undefined) [@wtibull](/creator/undefined) [@ragingventures](/creator/undefined) [@hatfieldcapital](/creator/undefined) [@aakram9291](/creator/undefined) [@privateinequity](/creator/undefined) [@kcrcap](/creator/undefined) [@fedspeak](/creator/undefined) [@billackman](/creator/undefined)

**Top assets mentioned**
[Ubiquiti, Inc. (UI)](/topic/$ui) [CarMax, Inc (KMX)](/topic/$kmx) [Chipotle Mexican Grill, Inc. (CMG)](/topic/$cmg) [Floor & Decor Holdings, Inc. (FND)](/topic/$fnd) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Snap, Inc. (SNAP)](/topic/$snap) [Accenture (ACN)](/topic/$acn) [Portillo’s Inc. (PTLO)](/topic/$ptlo) [Garmin Ltd. (GRMN)](/topic/$grmn) [Maplebear Inc. (CART)](/topic/$cart) [OBOOK Holdings Inc. (OWLS)](/topic/$owls) [Reddit, Inc.  (RDDT)](/topic/$rddt) [Monster Beverage Corp (MNST)](/topic/$mnst) [ELYSIA (EL)](/topic/$el) [TransDigm Group, Inc. (TDG)](/topic/$tdg) [Dogecoin (DOGE)](/topic/doge) [Peanut (NUX)](/topic/peanut) [GameStop, Corp. (GME)](/topic/$gme) [Flex Ltd. Ordinary Shares (FLEX)](/topic/flex) [Evan (EVAN)](/topic/evan) [AppLovin Corporation (APP)](/topic/$app) [Ameresco, Inc. (AMRC)](/topic/$amrc) [Circle Internet Group, Inc. (CRCL)](/topic/$crcl) [Gartner Inc (IT)](/topic/$it) [Calvin (CALVIN)](/topic/calvin) [Exxon Mobil (XOM)](/topic/$xom) [Microsoft Corp. (MSFT)](/topic/$msft) [Lululemon Athletica Inc (LULU)](/topic/$lulu) [Churchill Downs, Inc. (CHDN)](/topic/$chdn) [Treehouse (TREE)](/topic/$tree)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@NicoGladia @tbonesam99 @hfreflection I emailed and called that university CIO a TON to chase him down like when I was a desperate [--] year old chasing down a girl unable to take a hint. He finally replied he had been busy "running and running". To this day I joke with my wife about it"  
[X Link](https://x.com/SpaceWalk0/status/1687530079159517194)  2023-08-04T18:26Z [---] followers, [--] engagements


"@NicoGladia @tbonesam99 @hfreflection she'll be like "Why arent you home" and I'll have stopped at the brewery for beers with my buddy after a long bike ride and I'll reply that I'm busy "running and gunning" and that pretty much defuses the situation"  
[X Link](https://x.com/SpaceWalk0/status/1687530385700225032)  2023-08-04T18:26Z [---] followers, [--] engagements


"@Edelweiss_Cap CFA is getting close to being a contra if it isnt already. I wouldnt hire anyone who advertises it in any way"  
[X Link](https://x.com/SpaceWalk0/status/1689808431572467712)  2023-08-11T01:18Z [---] followers, [---] engagements


"Are Roark Capital's returns good They seem to be an unconditional buyer of almost any franchise business. I'm certain they're not dumb but anyone know about their results"  
[X Link](https://x.com/SpaceWalk0/status/1693674769005060392)  2023-08-21T17:21Z [---] followers, 16.4K engagements


"@WTIBull I call your branzino and raise you an "energy drink" $MNST"  
[X Link](https://x.com/anyuser/status/1694092424547614977)  2023-08-22T21:01Z [--] followers, [---] engagements


"All I can think of here is the DVD commentary of Armageddon when Ben Affleck said he asked Jerry Bruckheimer wouldnt it be a lot easier to each astronauts to operate a drill rather than roughnecks to be astronauts and Bruck told him to STFU"  
[X Link](https://x.com/SpaceWalk0/status/1702371291423187455)  2023-09-14T17:18Z [---] followers, [---] engagements


"@RagingVentures and yet for the overwhelming majority of Dem voters they'll never change who they vote for. Doesn't matter how screwy things get (see SF Chicago etc). Wild"  
[X Link](https://x.com/SpaceWalk0/status/1713266598461485347)  2023-10-14T18:52Z [---] followers, [---] engagements


"@17thStCap Ha yeah people have indeed bought an awful lot of checks notes sporting equipment because of it This consumer spending stuff is kinda mind boggling. God help us if it over corrects"  
[X Link](https://x.com/SpaceWalk0/status/1714976633252094150)  2023-10-19T12:07Z [---] followers, [--] engagements


"17 people on $EL board average age [--] only a single person under [--]. Maybe something"  
[X Link](https://x.com/SpaceWalk0/status/1719720752105001434)  2023-11-01T14:19Z [---] followers, [---] engagements


"The Panera guy swore to me that being public is just too darn hard with all the short-term pressures 😢 Now his old company is going public and his new one gladly IPO'd at a ridiculous valuation Draw your own conclusion"  
[X Link](https://x.com/SpaceWalk0/status/1719749729507008550)  2023-11-01T16:14Z [---] followers, [----] engagements


"I still don't understand why they make airplane seats retractable. That whopping [--] inches of recline does nothing to make it more comfortable. Then you piss off the person behind you. FA's probably hate having to tell pax to put it back upright. Probably positive $TDG somehow. Shes allowed to put her seat back. You dont get to kick it repeatedly just because you want more space. https://t.co/WELD7Qh4Re Shes allowed to put her seat back. You dont get to kick it repeatedly just because you want more space. https://t.co/WELD7Qh4Re"  
[X Link](https://x.com/SpaceWalk0/status/1720073269540184554)  2023-11-02T13:39Z [---] followers, [---] engagements


""Dear Limited Partner the Fund lost 14.8% in [----] extending a year-long softening trend that has gradually brought since-inception IRR to levels to reflect the pace of returns before the pandemic.""  
[X Link](https://x.com/SpaceWalk0/status/1720448466214600838)  2023-11-03T14:30Z [---] followers, [---] engagements


"The Bears are actually gonna lose a game with [--] picks and [--] TDs to show for any of it. This team is incomprehensibly bad. Justin Fields seems like a great dude but lets be honest hes gonna be out of the league in [--] years. Save that $ my friend"  
[X Link](https://x.com/SpaceWalk0/status/1729347133239710207)  2023-11-28T03:51Z [---] followers, [---] engagements


"@17thStCap wonder if he knew.that podcast recently reminded me of when Steve Jobs jumped on a random earnings call shortly before he died"  
[X Link](https://x.com/SpaceWalk0/status/1729609912148205791)  2023-11-28T21:15Z [---] followers, [--] engagements


"Portillo's and First Watch both trading at the same 40x forward P/E. I don't get it"  
[X Link](https://x.com/SpaceWalk0/status/1730337160291631580)  2023-11-30T21:25Z [---] followers, [---] engagements


"@InnocenceCapit1 can it be both"  
[X Link](https://x.com/SpaceWalk0/status/1730341604391555458)  2023-11-30T21:42Z [---] followers, [--] engagements


"@InnocenceCapit1 @HatfieldCapital I also struggle with First Watch when Snooze makes it look sooooo mid"  
[X Link](https://x.com/SpaceWalk0/status/1730353007496241192)  2023-11-30T22:28Z [---] followers, [--] engagements


"Larry Summers + Federal Government = OpenAI death"  
[X Link](https://x.com/SpaceWalk0/status/1731324545829659078)  2023-12-03T14:48Z [---] followers, [---] engagements


"I always get a kick out of people (presumably friends of insiders) desperately trying to reset the clock on NASDAQ [--] day delisting notices. Coinciding with year end is even better"  
[X Link](https://x.com/anyuser/status/1739697546300121422)  2023-12-26T17:19Z [--] followers, [---] engagements


"You gotta admit it's an interesting question how one state supreme court can conclude that a case doesn't even have enough merit to be heard while another state supreme court not only hears it but rules for it. Makes one think courts maybe no more functional than universities"  
[X Link](https://x.com/SpaceWalk0/status/1740041930652987841)  2023-12-27T16:08Z [---] followers, [---] engagements


"@17thStCap voting rights inevitable after they're bribed with free stuff"  
[X Link](https://x.com/SpaceWalk0/status/1741124583099412513)  2023-12-30T15:50Z [---] followers, [--] engagements


"@17thStCap in short term at least Biden's handling of this (if you can call doing nothing "handling") is the strangest political policy I've ever seen. I can't wrap my head around it it's so bizarre. A Rep doing something like this would be crucified hourly by media pop culture etc"  
[X Link](https://x.com/SpaceWalk0/status/1741125644010856701)  2023-12-30T15:54Z [---] followers, [--] engagements


"@aakram9291 @privateinequity I have a hard time processing how terrible the food is. Its mostly chains anyway. The only good restaurant in the entire city is Quality Italian which Ill give it up for"  
[X Link](https://x.com/anyuser/status/1741144938711036326)  2023-12-30T17:11Z [--] followers, [---] engagements


"Talk about a happy accident - all this Harvard scandal finally brings to light what a comical scam the Harvard Extension School is. Crazy that this place with their billions in endowment money and donations still runs a "Trump University" as a side hustle I mean is the claim that Harvard is running a scam That their extension school -- which on it's website says "We are Harvard" is not in fact Harvard https://t.co/TsjzWA6YkS I mean is the claim that Harvard is running a scam That their extension school -- which on it's website says "We are Harvard" is not in fact Harvard"  
[X Link](https://x.com/anyuser/status/1743643399071141967)  2024-01-06T14:39Z [--] followers, [---] engagements


"@17thStCap I hope this is every extension school grad upon meeting an actual Harvard college grad from now on"  
[X Link](https://x.com/SpaceWalk0/status/1743653748872745092)  2024-01-06T15:20Z [---] followers, [--] engagements


"@InnocenceCapit1 ANY business school"  
[X Link](https://x.com/SpaceWalk0/status/1743752902001279101)  2024-01-06T21:54Z [---] followers, [--] engagements


"@GrandTokamak and depends on the size not following. If the idea is going to work wtf does it matter whether you shout it from the rooftops - it's going to work right"  
[X Link](https://x.com/anyuser/status/1744181178440007793)  2024-01-08T02:16Z [--] followers, [---] engagements


"@GrandTokamak Key word sometimes. Odd how few people here willing to even suggest the other reasons"  
[X Link](https://x.com/SpaceWalk0/status/1744359170218803626)  2024-01-08T14:03Z [---] followers, [--] engagements


"@17thStCap If I was Abbott I would say that if JB finally just admits the obvious that sanctuary city was a profoundly stupid political stunt they royally screwed up theyre sorry and Biden needs to get his shit together now Ill figure out a real solution. Otherwise pound sand"  
[X Link](https://x.com/SpaceWalk0/status/1746645202628968716)  2024-01-14T21:27Z [---] followers, [--] engagements


"@17thStCap I swear to god the sun will turn into a neutron star before a politician am even admits they screwed up"  
[X Link](https://x.com/SpaceWalk0/status/1746645923172671488)  2024-01-14T21:30Z [---] followers, [---] engagements


"@bucketshopcap It would appeal to you if it was an option 🤷♂"  
[X Link](https://x.com/SpaceWalk0/status/1746900165170970838)  2024-01-15T14:20Z [---] followers, [---] engagements


"@bucketshopcap Not a personal attack at all seriously. Apologies if taken out of context. I just mean that generally as peoples wealth grows and unlocks new adventures they rarely (never) keep their lifestyles stagnant"  
[X Link](https://x.com/SpaceWalk0/status/1746901507323129987)  2024-01-15T14:25Z [---] followers, [---] engagements


"@bucketshopcap My comment is simply that in reality no one keeps their lifestyle the same - no one"  
[X Link](https://x.com/SpaceWalk0/status/1746901841810461132)  2024-01-15T14:27Z [---] followers, [---] engagements


"Prediction: absolutely nothing changes with government spending and inefficiency"  
[X Link](https://x.com/SpaceWalk0/status/1857177621135523841)  2024-11-14T21:43Z [---] followers, [--] engagements


"These unwinds are kinda interesting to watch. In a past life I foolishly got caught in one or two. If the constant pitching is meant to pull IRR forward the inverse is by definition going to be awfully painful If your stock idea was destined to work why pitch it everywhere constantly If your stock idea was destined to work why pitch it everywhere constantly"  
[X Link](https://x.com/SpaceWalk0/status/1859241581586317407)  2024-11-20T14:25Z [---] followers, [---] engagements


"@KcrCap because DOGE is vaporware and nothing will ever happen"  
[X Link](https://x.com/SpaceWalk0/status/1861449567478124890)  2024-11-26T16:38Z [---] followers, [--] engagements


"@fed_speak @BillAckman @chamath @Jason @DavidSacks @saylor lol the W2 peanut gallery doesn't like when successful fund manager has opinions on things"  
[X Link](https://x.com/SpaceWalk0/status/1866566640525251017)  2024-12-10T19:32Z [---] followers, [---] engagements


"The true sign that youve made it in life is receiving a letter from the IRS that that shitbag tax leaker who who disclosed Trumps Ken Griffins et al tax returns also viewed your taxes"  
[X Link](https://x.com/SpaceWalk0/status/1873796651951022446)  2024-12-30T18:21Z [---] followers, [---] engagements


"Unpopular opinion: the Rolex homebuilding cake eater is a tool but part of his point is important even if he doesn't have the ability to really understand it. It's good to do something nice *for yourself* as a reminder that you have value"  
[X Link](https://x.com/SpaceWalk0/status/1874116629245866407)  2024-12-31T15:33Z [---] followers, [---] engagements


"Suspect $MTN allowing this because (1) Utah snowpack sucks right now and (2) afraid if they cave to ski patrol every group at every mountain they own will start making demands and threatening strikes. I guess this is $MTN line in the sand. Day [--] update on @VailResorts Park City ski patrol strike. Here's a synopsis of what's happened for those impacted by nearly 90% of Park City being shut down the past [--] days and wondering what's going on: - Park City ski patrol has been asking for a base pay increase from $21/hr https://t.co/Z5X6QrS2lM Day [--] update on @VailResorts Park City ski patrol"  
[X Link](https://x.com/SpaceWalk0/status/1874823988519842249)  2025-01-02T14:24Z [---] followers, [---] engagements


"$MTN and the Katz/Lynch situation is awful. Why does anyone tolerate "executive chairman" role What self respecting CEO would accept this situation You have a part-time "real" boss who definitely aint taking the fall if things go south. Will never understand this corp gov setup"  
[X Link](https://x.com/SpaceWalk0/status/1875211972792455429)  2025-01-03T16:05Z [---] followers, [---] engagements


"Seriously this whole "exec chair" thing that's grown popular needs to end. A CEO "retires" but is still the real boss gets a huge comp package works [--] hours/week and blames CEO if things go south. Just an awful practice tolerated by shitty boards"  
[X Link](https://x.com/SpaceWalk0/status/1875212844888936673)  2025-01-03T16:09Z [---] followers, [---] engagements


"Will say it until the day I die: there is something magical about private jets that makes people act in a way that they otherwise wouldn't. The same hypocrites and criminals wouldn't do the same stuff for $ or anything else but offer them a Gulfstream. https://nypost.com/2025/01/04/us-news/gov-hochul-nys-biggest-climate-change-booster-spent-415k-on-private-jets-since-2021/ https://nypost.com/2025/01/04/us-news/gov-hochul-nys-biggest-climate-change-booster-spent-415k-on-private-jets-since-2021/"  
[X Link](https://x.com/SpaceWalk0/status/1875553884179198013)  2025-01-04T14:44Z [---] followers, [---] engagements


"@Hedge_FundGirl I freakin love the idea of $WMT carpet bombing middle America with shockingly close replicas of arguably the most exclusive useless status trinket if only to devalue the real thing. This is like $WMT's version of Reddit ramping $GME"  
[X Link](https://x.com/SpaceWalk0/status/1875609073477099718)  2025-01-04T18:23Z [---] followers, [---] engagements


"Only in the twilight zone of the public sector is this level of lying perfectly normal. Imagine the $MTN CEO holding a press conference proudly saying she's helping their Park City customers by keeping pass prices low. Crazy what the public allows politicians to get away with On the eve of congestion pricing the Governor releases a video announcing that she is putting money in the pockets of New Yorkers. With no sense of timing the Governor cannot help but be a caricature of political tone-deafness. Why cant the Governor level with New https://t.co/B6Tldr5ghL On the eve of congestion pricing"  
[X Link](https://x.com/SpaceWalk0/status/1876300574880362502)  2025-01-06T16:11Z [---] followers, [---] engagements


"Zuck.better late than never but still completely pathetic being so late especially when Biden admin was so plainly awful"  
[X Link](https://x.com/SpaceWalk0/status/1877870778156212359)  2025-01-11T00:10Z [---] followers, [---] engagements


"@hfreflection These are stupid events - skip it. Managers do them as a lame flex for their own ego as a sign theyve made it. Youre a very small fund talk to your partners without the dog and pony show. None of us are curing cancer were picking a few stocks"  
[X Link](https://x.com/SpaceWalk0/status/1878078953421787512)  2025-01-11T13:58Z [---] followers, [---] engagements


"Zuck: I solely control Meta so that I can appoint great people like Dana White to the board Also Zuck: I let committees of middle management woke losers create the most important policies for the company"  
[X Link](https://x.com/SpaceWalk0/status/1878086543501381946)  2025-01-11T14:28Z [---] followers, [---] engagements


"Zuck is tech-obsessed that's all. The content moderation thing fell in his lap out of nowhere. He's uncomfortable with it so he outsourced it to woke bay area middle managers. Having principles isn't in his DNA he just likes tech. He'll always disappoint you on this topic"  
[X Link](https://x.com/SpaceWalk0/status/1878919286917669185)  2025-01-13T21:37Z [---] followers, [---] engagements


"Not sure you're going to find a tech founder more truly checked out than Evan Spiegel at $SNAP"  
[X Link](https://x.com/SpaceWalk0/status/1879178502748184748)  2025-01-14T14:47Z [---] followers, [---] engagements


"@thinksupernova Ha nothing per usual. Just a lot of hobbies. The model wife who likes Instagram. The BBJ and G5. The yacht in New Zealand. The movie star friend circle. The nothingness happening at his company"  
[X Link](https://x.com/SpaceWalk0/status/1879183818881688001)  2025-01-14T15:08Z [---] followers, [--] engagements


"This $APP thing with a $130b (😳) mkt cap.I dunno by definition don't all of these game advertisers have to be glorified scams crapware etc All my instincts say this is gonna be an interesting round trip"  
[X Link](https://x.com/SpaceWalk0/status/1882850862839869942)  2025-01-24T18:00Z [---] followers, [---] engagements


"$MTN quietly trading down every day through those xmas strike lows"  
[X Link](https://x.com/SpaceWalk0/status/1882866020865696035)  2025-01-24T19:00Z [---] followers, [---] engagements


"Add $FND to the list of stocks I just don't get. If Charlie Munger hadn't once mentioned this would it be 50% lower"  
[X Link](https://x.com/SpaceWalk0/status/1892690301342433531)  2025-02-20T21:38Z [---] followers, [---] engagements


"$AMRC ugh. What happened this former darling This might be single digits soon"  
[X Link](https://x.com/SpaceWalk0/status/1895242060820840768)  2025-02-27T22:38Z [---] followers, [---] engagements


"@MattJMcClintock I dunno. You know what none of these board members are Cool. Cool sells sports apparel and shoes. No Fonzies on this board a bunch of older and middle-aged dorks and uber nerd talking head El-Erian as chair is downright scary. Sycamore guy looks pretty good though"  
[X Link](https://x.com/SpaceWalk0/status/1912237750738104813)  2025-04-15T20:13Z [---] followers, [---] engagements


"Evan Spiegel is married to a supermodel is surrounded by celebs has a BBJ a Gulfstream a mega-yacht hald a dozen homes and three kids. I hope $SNAP is still public in [--] years like how Real Network was until a couple years ago with the Glazers controlling it"  
[X Link](https://x.com/SpaceWalk0/status/1917315094683308227)  2025-04-29T20:28Z [---] followers, [---] engagements


"As I was typing a tweet saying I don't understand $CART's valuation given growth about to go single-digits the company announced the CEO quit to go to OpenAI. She had an interesting comp structure too. Stock down 8% should probably be down twice that"  
[X Link](https://x.com/SpaceWalk0/status/1920466264415191346)  2025-05-08T13:10Z [---] followers, [---] engagements


"@17thStCap I genuinely don't understand why universities need to suck up my tax dollars when the capital markets seem to work just fine. If it's worth doing won't people fund it They seem to endlessly"  
[X Link](https://x.com/SpaceWalk0/status/1929196076856217905)  2025-06-01T15:19Z [---] followers, [--] engagements


"@atelicinvest Amazon was my largest or second largest position for years. To this day I havent listened to a single earnings call. My largest position today doesnt even have earnings calls"  
[X Link](https://x.com/SpaceWalk0/status/1934057718681391518)  2025-06-15T01:17Z [---] followers, [---] engagements


"Mamdani another example of this and he might very well win. It's like if Citadel had some kid doing trade break reconciliations be promoted to the CIO overnight. Only the bizarro world of politics and the public sector is this not only allowed to happen but seemingly applauded. Politics is the only arena where someone who's the equivalent of a mail room clerk can magically become the CEO of the company overnight. BJ was a loser social studies teacher now runs a $17b budget with 36k employees. What do you think is gonna happen here Politics is the only arena where someone who's the equivalent"  
[X Link](https://x.com/SpaceWalk0/status/1935013909800583349)  2025-06-17T16:37Z [---] followers, [---] engagements


"@17thStCap This company increasingly looks like Kodak trying to make digital cameras back in 2008"  
[X Link](https://x.com/SpaceWalk0/status/1936131224084660613)  2025-06-20T18:37Z [---] followers, [--] engagements


"I guess this $CRCL thing is just an infinite money glitch"  
[X Link](https://x.com/SpaceWalk0/status/1937176498831536250)  2025-06-23T15:50Z [---] followers, [---] engagements


"I had a gpa of [---] from a perfectly fine albeit unremarkable college and Im reasonably certain that Im actually smarter than a scotus judge"  
[X Link](https://x.com/SpaceWalk0/status/1938915865275310417)  2025-06-28T11:02Z [---] followers, [---] engagements


"$IT and $ACN both trading at 20x feels dangerously high even after massive pullbacks. I don't know what reasonable case there is that these companies will be more valuable [--] [--] [--] years from now"  
[X Link](https://x.com/SpaceWalk0/status/1952744760940069096)  2025-08-05T14:53Z [---] followers, [----] engagements


"Mid-single digit growth maybe $250m in fcf a massive AWS bill a laughably checked out controlling founder macro sensitive a product no one cares about no roadmap at all.$15b valuation 😂 Evan Spiegel is married to a supermodel is surrounded by celebs has a BBJ a Gulfstream a mega-yacht hald a dozen homes and three kids. I hope $SNAP is still public in [--] years like how Real Network was until a couple years ago with the Glazers controlling it Evan Spiegel is married to a supermodel is surrounded by celebs has a BBJ a Gulfstream a mega-yacht hald a dozen homes and three kids. I hope $SNAP is"  
[X Link](https://x.com/SpaceWalk0/status/1952830111650120085)  2025-08-05T20:32Z [---] followers, [---] engagements


"@17thStCap air ambulances are known scams in the industry for like 98% of patients. Even most basic ambulance services are useless people are better off with uber"  
[X Link](https://x.com/SpaceWalk0/status/1955431772537360531)  2025-08-13T00:50Z [---] followers, [---] engagements


"But but.how can I own it if they don't have conference calls Hi. I'm the biggest genius in the world that nobody cares about. Remember when Jim Chanos said my company was a literal fraud Good times. Cheers https://t.co/xDqw82zWQf Hi. I'm the biggest genius in the world that nobody cares about. Remember when Jim Chanos said my company was a literal fraud Good times. Cheers https://t.co/xDqw82zWQf"  
[X Link](https://x.com/SpaceWalk0/status/1958879451510378959)  2025-08-22T13:10Z [---] followers, [---] engagements


"Record earnings buying back 1/3rd of the already low float goated track record buying back stock insanely great products founder/CEO who owns most of it best capital allocation you'll ever see mega TAM record of success. Durrr but they don't have conference calls 🤪"  
[X Link](https://x.com/SpaceWalk0/status/1958917511392493586)  2025-08-22T15:41Z [---] followers, [---] engagements


"How can I buy it if I don't have access to the CEO Didn't Jim Chanos say it's a fraud How will I understand why margins were down 100bps last quarter if they don't have conf calls"  
[X Link](https://x.com/SpaceWalk0/status/1958918093352444221)  2025-08-22T15:44Z [---] followers, [---] engagements


"I'm still in shock that our political system put a midwit blue haired twitter woketard on the Supreme Court. The most prestigious and important and (supposedly) carefully selected job in western society and this is what we did. This is like Jim Cramer becoming Fed chairman Jacksonian jurisprudence is the very embodiment of the actual rule of the made-up game based on the comic strip of Calvin and Hobbes. It often seems like there are no fixed rules only fixed outcomes. https://t.co/79kBHhQJVL Jacksonian jurisprudence is the very embodiment of the actual rule of the made-up game based on the"  
[X Link](https://x.com/SpaceWalk0/status/1959966414816629021)  2025-08-25T13:09Z [---] followers, [---] engagements


"I had no idea who Lisa Cook was before a week ago. I googled for [--] minutes. Shocker another Biden DEI hire who is wildly unqualified and incompetent but everyone has to pretend is great. Trump is a clown for firing her like this but her being there in first place is worse President Trump said he is firing Lisa Cook a Federal Reserve governor "effective immediately." It's his most direct assault yet on Fed independence -- and a step that it is far from clear he can legally take. President Trump said he is firing Lisa Cook a Federal Reserve governor "effective immediately." It's his most"  
[X Link](https://x.com/SpaceWalk0/status/1960341313603133754)  2025-08-26T13:59Z [---] followers, [---] engagements


"The problem with having people like Lisa Cook on the Fed is it delegitimizes it and makes people say screw it the thing is already messed up and yet another institution captured by moron woketards who cares if Trump wants to do his thing we give up https://www.wsj.com/opinion/donald-trump-lisa-cook-federal-reserve-fhfa-decd3fe6 https://www.wsj.com/opinion/donald-trump-lisa-cook-federal-reserve-fhfa-decd3fe6"  
[X Link](https://x.com/SpaceWalk0/status/1960667765712228545)  2025-08-27T11:36Z [---] followers, [---] engagements


"I don't understand the methodology here but quick glance says it's just wrong. Back then EVERYTHING traded for like 30-80x. I'm not saying things are cheap today but $XOM aint at +35x or $MSFT at 75x yet"  
[X Link](https://x.com/SpaceWalk0/status/1962653324508848283)  2025-09-01T23:06Z [---] followers, [---] engagements


"Lisa Cook is going to resign because they're going to find more stuff. Good riddance when she does I fully support blowing up these DEI disasters. Trump's bad faith technicalities on her are no worse than her bad faith nomination and confirmation https://www.wsj.com/politics/policy/lisa-cook-justice-department-probe-e7e801a6mod=hp_lead_pos1 https://www.wsj.com/politics/policy/lisa-cook-justice-department-probe-e7e801a6mod=hp_lead_pos1"  
[X Link](https://x.com/SpaceWalk0/status/1963656384228069730)  2025-09-04T17:32Z [---] followers, [---] engagements


"$CMG probably a short based on this principle $LULU.when the value guys start buying broken growth names probably time to short $LULU.when the value guys start buying broken growth names probably time to short"  
[X Link](https://x.com/SpaceWalk0/status/1963952127945949223)  2025-09-05T13:07Z [---] followers, [---] engagements


"@tbonesam99 yeah that's a good point superstar CEO can inflate the stock apparently a lot for longer than you think based on reputation alone In which case $CMG at 35x looks scary"  
[X Link](https://x.com/SpaceWalk0/status/1963978410931175629)  2025-09-05T14:51Z [---] followers, [--] engagements


"What's up with $KMX Stock flat in the decade since the CEO's been there. Financials pretty much haven't moved. Dude makes $15m year-in-year-out and sells virtually every share he gets. How are shareholders not starting to get pissed off here"  
[X Link](https://x.com/SpaceWalk0/status/1964056092352106940)  2025-09-05T20:00Z [---] followers, [----] engagements


"@dalibali2 $UI better but no one cares"  
[X Link](https://x.com/SpaceWalk0/status/1965574211529048242)  2025-09-10T00:33Z [---] followers, [---] engagements


"@AlexTeha isn't this just sorta too far removed from AI economic activity to really benefit materially There's "indirect" then there's this. Also bottom tier hardware companies who rely on obscure and poorly run govt programs.I mean the track record here isnt good"  
[X Link](https://x.com/SpaceWalk0/status/1965858381614428240)  2025-09-10T19:22Z [---] followers, [---] engagements


"3900 comments. Read just a few. Like many others this is changing me. https://www.reddit.com/r/onionheadlines/comments/1ne8nbg/kirk_loses_gun_debate_by_long_shot/ https://www.reddit.com/r/onionheadlines/comments/1ne8nbg/kirk_loses_gun_debate_by_long_shot/"  
[X Link](https://x.com/SpaceWalk0/status/1966506227371835778)  2025-09-12T14:16Z [---] followers, [---] engagements


"@2500capital Youre describing a PA. What happens when youre down 40% Eventually you get too old for that stuff. I encourage people to go through the process of meeting allocators even if its tedious. Its useful and honestly doesnt eat up that much time and there are some great ones"  
[X Link](https://x.com/SpaceWalk0/status/1967399028934746478)  2025-09-15T01:24Z [---] followers, [---] engagements


"How you want to run the company is always just a choice. No gun to any CEOs head to focus on short term or do all this IR bullshit; I genuinely think these people just like it. Gives them something to do. Ask $UI if any of this matters"  
[X Link](https://x.com/SpaceWalk0/status/1967589101160534376)  2025-09-15T13:59Z [---] followers, [---] engagements


"$PLAY ugly. Pinstripes went bk a couple days ago. Not sure what reason exists to own these large format entertainment concepts right now way too many of them"  
[X Link](https://x.com/SpaceWalk0/status/1967935204087230926)  2025-09-16T12:54Z [---] followers, [---] engagements


"Do people understand how pathetic the ratings are of late-night A random Rogan podcast with a bowhunter will get like 15x the listeners as Kimmel. Labubu unboxing videos get 15m viewers. Kimmel should be *paying* ABC to host this crap Also what other industry allows this Private equity wouldve fired Kimmel in [----] range https://t.co/IyRqdcocvi Private equity wouldve fired Kimmel in [----] range https://t.co/IyRqdcocvi"  
[X Link](https://x.com/SpaceWalk0/status/1968787370930516301)  2025-09-18T21:21Z [---] followers, [----] engagements


"From the files of And People Give Hedge Fund Managers Grief For Their Compensation"  
[X Link](https://x.com/SpaceWalk0/status/1968788250387955934)  2025-09-18T21:24Z [---] followers, [---] engagements


"lol I thought Ben Johnson actually showed an awful lot of restraint here A reporter telling a coach to change what theyre doing is crazy. This whole CBS crew has been horrible. https://t.co/SiWQdda4wr A reporter telling a coach to change what theyre doing is crazy. This whole CBS crew has been horrible. https://t.co/SiWQdda4wr"  
[X Link](https://x.com/SpaceWalk0/status/1972673036886171756)  2025-09-29T14:41Z [---] followers, [---] engagements


"@dalibali2 circa [----] I would email Chipotle various polite (and good) suggestions and some senior VP practically c-level exec would always write back with something thoughtful"  
[X Link](https://x.com/SpaceWalk0/status/1972673990352073172)  2025-09-29T14:45Z [---] followers, [---] engagements


"Lefty journoactivists write MAGA instead of conservatives as a bat signal to liberals to program them to unconditionally hate everything about conservatives and whatever situation theyre about to read. Code for Dont worry you can turn your brain off now: this is **MAGA** Today like five years ago a controversial man has been transformed overnight into a one-dimensional saint marshaled in a culture war that precludes measured thought. Once again Americans are being asked to genuflect before an idol. https://t.co/CC1d8FG1Ll Today like five years ago a controversial man has been transformed"  
[X Link](https://x.com/SpaceWalk0/status/1974115573362720795)  2025-10-03T14:13Z [---] followers, [---] engagements


"The Cam Skattebo jokes are killing me this morning"  
[X Link](https://x.com/SpaceWalk0/status/1976641855376032109)  2025-10-10T13:31Z [---] followers, [---] engagements


"@MDD_IRR @inglouriouscap Youre right its more like [--] 😉"  
[X Link](https://x.com/SpaceWalk0/status/1978058674808541358)  2025-10-14T11:21Z [---] followers, [--] engagements


"@17thStCap I cant even articulate what a disgrace this woman is and the process of how she got this seat. More than anyone this woman makes me feel hopeless for the direction of the government.this was the one place supposedly untouchable by this insanity"  
[X Link](https://x.com/SpaceWalk0/status/1978524025430163839)  2025-10-15T18:11Z [---] followers, [--] engagements


"This story is so great. Pritzker's smiling and laughing throughout the explanation is such a glaring juvenile red flag. "Haha oh that thing What a hoot Lol" No record of him ever gambling before. Changed his story already from [--] to "charity poker." Enormous $$$. Gov. Pritzker on his plans to donate his $1.4 million Las Vegas winnings: "I was incredibly lucky I like to play cards" https://t.co/nFTwnMEUIb Gov. Pritzker on his plans to donate his $1.4 million Las Vegas winnings: "I was incredibly lucky I like to play cards" https://t.co/nFTwnMEUIb"  
[X Link](https://x.com/SpaceWalk0/status/1979183818960458037)  2025-10-17T13:52Z [---] followers, [---] engagements


""The current narrative on Boston Omaha is the greatest disconnect from my assessment of reality I have ever seen in my investing career" 🤡"  
[X Link](https://x.com/SpaceWalk0/status/1858510956424233321)  2024-11-18T14:01Z [---] followers, [---] engagements


"@SleepwellCap Taylor Swift is an absolutely bizarre pop megastar: no hit songs in a decade. I'm defining that as being known outside her fans Also I feel like Dianne Warren isn't discussed enough"  
[X Link](https://x.com/SpaceWalk0/status/1880372270297936378)  2025-01-17T21:50Z [---] followers, [---] engagements


"Of all the goofy small cap stocks I'll never understand $HCKT is still in the top-10 after many years"  
[X Link](https://x.com/SpaceWalk0/status/1889065742416466256)  2025-02-10T21:35Z [---] followers, [---] engagements


"Blast from the dot-com past $FORR back to same price as the IPO pop in [----]. Kinda sad watching this company coast to a stop"  
[X Link](https://x.com/SpaceWalk0/status/1889687450542363031)  2025-02-12T14:46Z [---] followers, [---] engagements


"@CasinoCapital Orographic lift https://en.wikipedia.org/wiki/Orographic_lift https://en.wikipedia.org/wiki/Orographic_lift"  
[X Link](https://x.com/SpaceWalk0/status/1891230338082369565)  2025-02-16T20:57Z [---] followers, [--] engagements


"@sidecarcap Hell $UI doesnt even have a shareholder letter"  
[X Link](https://x.com/SpaceWalk0/status/1893768952758575335)  2025-02-23T21:04Z [---] followers, [---] engagements


"$TTSH this Fund [--] Investments keeps buying and now almost owns 30% stock neat [--] year high and results keep deteriorating. Something is gonna have to break here"  
[X Link](https://x.com/SpaceWalk0/status/1895200167890215142)  2025-02-27T19:51Z [---] followers, [---] engagements


"Even with its stock down 35% ytd the multiple on $CHDN is still meaningfully too high"  
[X Link](https://x.com/SpaceWalk0/status/1915806387583565832)  2025-04-25T16:33Z [---] followers, [---] engagements


"$PTLO only down 7% on this.getting closed to washed out. But if concept can't recreate Chicago elsewhere what's the plan"  
[X Link](https://x.com/SpaceWalk0/status/1965821180365123938)  2025-09-10T16:54Z [---] followers, [----] engagements


"I own $GRMN and seeing people's reactions against Strava here just makes me want to own more. https://www.reddit.com/r/Strava/comments/1nw8u98/setting_the_record_straight_about_garmin/sort=top https://www.reddit.com/r/Strava/comments/1nw8u98/setting_the_record_straight_about_garmin/sort=top"  
[X Link](https://x.com/SpaceWalk0/status/1975671090790998286)  2025-10-07T21:14Z [---] followers, [---] engagements


"$TREE CEO dead in an ATV accident. Ugh. Three things you won't ever see me on: ATV Snowmobile Ladder"  
[X Link](https://x.com/SpaceWalk0/status/1977800550206030056)  2025-10-13T18:16Z [---] followers, [---] engagements


"$AAPL is so comically lost there's a reason Jony Ive bolted then signed up with OpenAI to compete against $AAPL. They should buy $UI and make Robert the new CEO give him free reign as the prodigal son. Apple Developing Ring-Like Home Security Camera https://t.co/XfCrCKuQDN https://t.co/RRDa0gKCf4 Apple Developing Ring-Like Home Security Camera https://t.co/XfCrCKuQDN https://t.co/RRDa0gKCf4"  
[X Link](https://x.com/SpaceWalk0/status/1978459398180688073)  2025-10-15T13:54Z [---] followers, [---] engagements


"Whatever happened to that former pod shop dude guru who was balls long $SOC and would go ballistic on that one analyst who dared have a Sell rating on the stock"  
[X Link](https://x.com/SpaceWalk0/status/1978476681682690425)  2025-10-15T15:02Z [---] followers, [----] engagements


"Some dude also said $SFIX was the next $100b company 🤷♂ Kamala Harris to Kara Swisher: Some people have said I was the most qualified candidate ever to run for president." This is an amazing feat of self delusion. Impressive really. https://t.co/1YmUlgyTtH Kamala Harris to Kara Swisher: Some people have said I was the most qualified candidate ever to run for president." This is an amazing feat of self delusion. Impressive really. https://t.co/1YmUlgyTtH"  
[X Link](https://x.com/SpaceWalk0/status/1978478797293748383)  2025-10-15T15:11Z [---] followers, [---] engagements


"I cannot believe "No Kings" actually stuck as branding. Some of the most laughably dumb shit I've ever heard"  
[X Link](https://x.com/SpaceWalk0/status/1979177230052762015)  2025-10-17T13:26Z [---] followers, [---] engagements


"Speaking of being trusted with OPM Kristi Noem is a true piece of trash. When she rolling into some ICE thing wearing a $70k Rolex months ago I would've bet the lives of my children that she was garbage There are only two types of people who matter in this world. Those who can be trusted with OPM and those who cant. https://t.co/dndz31Zwbr There are only two types of people who matter in this world. Those who can be trusted with OPM and those who cant. https://t.co/dndz31Zwbr"  
[X Link](https://x.com/SpaceWalk0/status/1979958586626183211)  2025-10-19T17:11Z [---] followers, [---] engagements


"$CBRL blind leading the blind"  
[X Link](https://x.com/SpaceWalk0/status/1980708669999219106)  2025-10-21T18:52Z [---] followers, [---] engagements


"Strava dropped the lawsuit. I was actually hoping they'd go through with it and every Garmin customer dropped Strava moved over the Garmin Connect and Garmin would be worth.a lot more I guess. Oh well.still a low-key beast of a company I own $GRMN and seeing people's reactions against Strava here just makes me want to own more. https://t.co/perc49mQ62 I own $GRMN and seeing people's reactions against Strava here just makes me want to own more. https://t.co/perc49mQ62"  
[X Link](https://x.com/SpaceWalk0/status/1980978622430359802)  2025-10-22T12:44Z [---] followers, [---] engagements


"@Hunter_Weiss The time is now for Garmin to redo Connect to mimic Stravas social component and UI"  
[X Link](https://x.com/SpaceWalk0/status/1981007313839534584)  2025-10-22T14:38Z [---] followers, [---] engagements


"@sidecarcap UI but neither you nor anyone else cares because they dont have conference calls"  
[X Link](https://x.com/SpaceWalk0/status/1982410604674703423)  2025-10-26T11:34Z [---] followers, [---] engagements


"The guys who staked their identities on "value investing" structurally underperform (badly) for two reasons. 1) They tend to be long-term oriented but all long-term investing is growth investing. 2) Exponential growth breaks their brains. It's a myth to them. They miss out"  
[X Link](https://x.com/SpaceWalk0/status/1983511696485298376)  2025-10-29T12:30Z [---] followers, [---] engagements


"Powell out hedging everything again. Maybe this but also maybe that. Decision to cut today seemingly has little to do with prior comments or at least picks and chooses. The more these people talk the dumber they sound. I'm increasingly convinced that Fed board governor is a dumb job that AI could do just as good if not better. Peeps just sit around looking at trailing data then hedge anything about anything forward looking. They have no conviction in anything ever. Also why'd he just cut [--] https://t.co/wNA7oY2Kwh I'm increasingly convinced that Fed board governor is a dumb job that AI could"  
[X Link](https://x.com/SpaceWalk0/status/1983607082202050811)  2025-10-29T18:49Z [---] followers, [---] engagements


"Brian Niccol looks scummy. Forced $CMG to move to his beach house in Newport. Catches covid boom but nukes quality. Issues fantasy AUV target likely while negotiating move to $SBUX. Has SBUX give him a G5 and separate beach office. Hats off I guess smoke em if you got em"  
[X Link](https://x.com/SpaceWalk0/status/1983911008620916764)  2025-10-30T14:56Z [---] followers, [---] engagements


"My new hobby is spotting gaudy luxury items on bleeding heart politicians. Here's Kathy Hochul (who's never had a job in private sector) doing performative soup kitchen work with a $10k Cartier Panthere per ChatGPT"  
[X Link](https://x.com/SpaceWalk0/status/1983985298372751382)  2025-10-30T19:52Z [---] followers, [----] engagements


"Here's that Kristi Noem pic where she wore a $60k Rolex Daytona to an.El Salvador prison Whaaaa You gotta admit it's a nice watch though"  
[X Link](https://x.com/SpaceWalk0/status/1983993776298410037)  2025-10-30T20:25Z [---] followers, [----] engagements


"So does the $REVG CEO get to keep that cool award with an animal on it or is there a recall process 😬"  
[X Link](https://x.com/SpaceWalk0/status/1984233313893224648)  2025-10-31T12:17Z [---] followers, [---] engagements


"@ItsABubble_ I clearly dont own enough Palantir"  
[X Link](https://x.com/SpaceWalk0/status/1985500976325775700)  2025-11-04T00:14Z [---] followers, [---] engagements


"Lol Sliwa all LEEEEROYYY JEEEEENKIIINSSSS WOW. Final NYC poll from Atlas Intel Zohran Mamdani is now leading Andrew Cuomo by just 4.5% election day tomorrow. Most accurate pollster in [----] and [----] https://t.co/zzmSxvLg3A WOW. Final NYC poll from Atlas Intel Zohran Mamdani is now leading Andrew Cuomo by just 4.5% election day tomorrow. Most accurate pollster in [----] and [----] https://t.co/zzmSxvLg3A"  
[X Link](https://x.com/SpaceWalk0/status/1985691660882456893)  2025-11-04T12:52Z [---] followers, [---] engagements


"$KMX CEO gone. Getting ugly. Still not sure what they can even do company is probably coasting to a stop. Ugly results. This company is turning into the $SNBR of auto dealers. Becoming less clear what exactly the company is supposed to do anymore. Must be on a few activists' radars board and mgmt here are terrible https://t.co/15pGkQkUSA Ugly results. This company is turning into the $SNBR of auto dealers. Becoming less clear what exactly the company is supposed to do anymore. Must be on a few activists' radars board and mgmt here are terrible https://t.co/15pGkQkUSA"  
[X Link](https://x.com/SpaceWalk0/status/1986428396335665329)  2025-11-06T13:40Z [---] followers, [----] engagements


"Trump obsessed with tariffs that his own voters dont care about and sending ICE agents around the country in a circus that most of his voters are at best uncomfortable with. Not even a year in and we can probably write off term #2 as a profound own goal failure The amount of goodwill that Trump just *needlessly* burned through is unfathomable. Markets could close the gap and millions will vote Dem now. I almost have no words for his ability to fuck things up. Coulda stuck to DOGE and trans and been 100% fine The amount of goodwill that Trump just *needlessly* burned through is unfathomable."  
[X Link](https://x.com/SpaceWalk0/status/1986440583875834197)  2025-11-06T14:28Z [---] followers, [---] engagements


"$UAA supposedly all-star board and shady founding CEO back and insider buys but stock almost at GFC lows. Another company with no answers. Betting on ultra-dorky pundit masquerading as an investor Mohammed El-Erian to establish brand cool factor mayyyyyybe a mistake"  
[X Link](https://x.com/SpaceWalk0/status/1986450565119787468)  2025-11-06T15:08Z [---] followers, [----] engagements


"I often wonder how many people bought $FND only because Charlie Munger once mentioned it"  
[X Link](https://x.com/SpaceWalk0/status/1989348486744301689)  2025-11-14T15:03Z [---] followers, [---] engagements


"How is it that the $CART CEO abruptly quit to go to OpenAI but kept not only her board seat but is still chairman Don't think I've ever seen this before. Every time I look at this company it looks kinda interesting but then my instincts say something is just wrong"  
[X Link](https://x.com/SpaceWalk0/status/1990423281258684768)  2025-11-17T14:14Z [---] followers, [---] engagements


"@ChairliftCap anyone could pull a $UI and file the K's and Q's and quietly go about their day. No one does because no on wants to do that. They like the theater of being public"  
[X Link](https://x.com/SpaceWalk0/status/1990459085389775334)  2025-11-17T16:36Z [---] followers, [---] engagements


"It's cute that investors in $OWL's private BDC somehow think they've got par and their little NAV statement is like real money while the public BDC is at 80%"  
[X Link](https://x.com/SpaceWalk0/status/1990544602747883859)  2025-11-17T22:16Z [---] followers, [----] engagements


"With dorky perv Larry Summers going into exile who will Bloomberg give constant push alerts for their laughably useless economic hot takes"  
[X Link](https://x.com/SpaceWalk0/status/1990793368725770703)  2025-11-18T14:45Z [---] followers, [---] engagements


"$IPAR another admittedly solid high multiple compounder that ain't compounding so much right now. What does multiple compress to Anyone's guess right now 🤷♂"  
[X Link](https://x.com/SpaceWalk0/status/1991145096931131663)  2025-11-19T14:02Z [---] followers, [---] engagements


"Private BDC investors rejoice you have par again 😉😜 It's cute that investors in $OWL's private BDC somehow think they've got par and their little NAV statement is like real money while the public BDC is at 80% https://t.co/VJzbJqsfcr It's cute that investors in $OWL's private BDC somehow think they've got par and their little NAV statement is like real money while the public BDC is at 80% https://t.co/VJzbJqsfcr"  
[X Link](https://x.com/SpaceWalk0/status/1991194362286342517)  2025-11-19T17:18Z [---] followers, [---] engagements


"@CliffordAsness @RussLatino People have higher real incomes got it. Case closed. There could not possibly be anything else to describe the true nature of being middle class today"  
[X Link](https://x.com/SpaceWalk0/status/1994882042891571594)  2025-11-29T21:31Z [---] followers, [---] engagements


"@hkappklote I think it's more impressive that he nuked one of the most unique urban assets imaginable - an executive airport literal walking distance to the central biz district - to light incomprehensible amounts of money on fire to build an unusable and abandoned park and concert venue"  
[X Link](https://x.com/SpaceWalk0/status/1996387649561502124)  2025-12-04T01:14Z [---] followers, [---] engagements


"PSA beware Nathaniel Horowitz who runs @hntrbrkmedia and its weird hedge fund. Inexperienced "whiz kid" with record of failures running a shady fund + desperation to succeed causing frequent ethical lapses and no experience as fiduciary or stock picker. What could go wrong"  
[X Link](https://x.com/SpaceWalk0/status/1996587214403260815)  2025-12-04T14:27Z [---] followers, [---] engagements


"@Restructuring__ There are about [-----] people graduating from law school every year. Cravath hires 100"  
[X Link](https://x.com/SpaceWalk0/status/1998046109156196632)  2025-12-08T15:04Z [---] followers, [---] engagements


"I dont live in NYC so good luck to you guys but my only request is that the media finally correctly refer to Mamdani as a communist instead of the watered-down and whitewashed "democratic socialist" or "progressive" or any of that obvious bullshit MAYOR MAMDANI: "We will replace the frigidity of rugged individualism with the warmth of collectivism." https://t.co/3LIOVHdKSy MAYOR MAMDANI: "We will replace the frigidity of rugged individualism with the warmth of collectivism." https://t.co/3LIOVHdKSy"  
[X Link](https://x.com/SpaceWalk0/status/2007092933909152204)  2026-01-02T14:13Z [---] followers, [---] engagements


"@econwonk @GreenPlusAnE I have an extremely unpopular opinion on this"  
[X Link](https://x.com/SpaceWalk0/status/2011855954036375567)  2026-01-15T17:40Z [---] followers, [---] engagements


"@Restructuring__"  
[X Link](https://x.com/SpaceWalk0/status/2015784810594062525)  2026-01-26T13:52Z [---] followers, [---] engagements


"$RDDT is wild. It doesn't how many times you tell it you're not interested in MN or ICE anything politics it just keeps shoving the same stuff down your throat every other topic maybe every [--] out of 3"  
[X Link](https://x.com/SpaceWalk0/status/2015795199838970038)  2026-01-26T14:33Z [---] followers, [---] engagements


"$ALIT had six VIC writeups in three years 🤢 That's a contraindicator right"  
[X Link](https://x.com/SpaceWalk0/status/1952821536244605442)  2025-08-05T19:58Z [---] followers, [---] engagements


"$PTLO getting ugly. Growth story probably permanently impaired. Almost 4x levered but also one of these giant tax receivable agreements (almost size of mkt cap) making it really hard to take private. Dont know where they go from here. Sandwiches good though"  
[X Link](https://x.com/SpaceWalk0/status/1985786392375361939)  2025-11-04T19:09Z [---] followers, [----] engagements


"Pulled up some of the microcap industrial nosebleed valuation darlings like $OFLX $TRNS $WDFC $MLAB and looks like those all finally broke hard. If you're a big secular grower fine if not"  
[X Link](https://x.com/SpaceWalk0/status/1990474562065346745)  2025-11-17T17:38Z [---] followers, [---] engagements


"@hntrbrkmedia Nathaniel I get it youre young and desperate and only have failures to your name so far. You thought youd have done better by now. You need to eke out a few bucks however you can you've realized you cant make money any other way back to the sad world of hit pieces"  
[X Link](https://x.com/SpaceWalk0/status/2016138567920091485)  2026-01-27T13:17Z [---] followers, [---] engagements


"@17thStCap 100% god only knows what other "fiscal cliffs" aren't being disclosed. There needs to be some sort of fiduciary rule in politics"  
[X Link](https://x.com/SpaceWalk0/status/2017647860049649696)  2026-01-31T17:15Z [---] followers, [--] engagements


"Wish you could go back in time and attend an Apple event in [----] $UI"  
[X Link](https://x.com/SpaceWalk0/status/1986064648286704114)  2025-11-05T13:34Z [---] followers, [---] engagements


"lol $GPRO dude has sold $550 million of stock (2x today's mkt cap) but issues a PR for buying $2 million and calls it "confidence". Btw company just reported revs -37%. This isn't even playing for pride.I don't even know what to call it"  
[X Link](https://x.com/SpaceWalk0/status/1989096566519656784)  2025-11-13T22:22Z [---] followers, [----] engagements


"Me as presumably the only finance idiot at the UniFi World Conference $UI Also guy/girl ratio is about the same as a Primus concert"  
[X Link](https://x.com/SpaceWalk0/status/1990813187449422056)  2025-11-18T16:03Z [---] followers, [---] engagements


"The sun rose so $KMX had to report more bad stuff today. Stock at $37 feels rich. One of the worst and most complacent boards out there good thing they appointed one of their own as the CEO 🙄 $KMX CEO gone. Getting ugly. Still not sure what they can even do company is probably coasting to a stop. https://t.co/nYSElZxGdf $KMX CEO gone. Getting ugly. Still not sure what they can even do company is probably coasting to a stop. https://t.co/nYSElZxGdf"  
[X Link](https://x.com/SpaceWalk0/status/2001659249139851590)  2025-12-18T14:22Z [---] followers, [---] engagements


"$KMX board members' experience: Kohls Express US Foods Lands End Under Armour McDonalds WeWork Nielsen Staples Avg age [--]. Shhhhhhocking they're slow and couldn't see or execute on pivot to online"  
[X Link](https://x.com/SpaceWalk0/status/2001663534095061016)  2025-12-18T14:39Z [---] followers, [---] engagements


"Nathaniel Horowitz who founded this strange shop @hntrbrkmedia - a short hit piece outlet with a JV hedge fund and law firm attached that just wrote some stupid scare piece on $UI - is the slimiest liar Ive met in about [--] years"  
[X Link](https://x.com/SpaceWalk0/status/2016133537427063167)  2026-01-27T12:57Z [---] followers, [----] engagements


"Hes basically this genius kid who kept failing at biotech and has pivoted to the scumbag world of short hit pieces but he also manages a few bucks alongside it. Whoever was dumb enough to give him money who knows and god helps them"  
[X Link](https://x.com/SpaceWalk0/status/2016134399411007610)  2026-01-27T13:01Z [---] followers, [---] engagements


"Anyway Nathaniel called me up and lied over and over again about what he wanted to talk about and why. All he wanted was info for his dumb firms dumb here-today-gone-tomorrow hit piece on $UI which Ive been a larger holder of for years"  
[X Link](https://x.com/SpaceWalk0/status/2016134808703771051)  2026-01-27T13:02Z [---] followers, [---] engagements


"If there was a way I could bet on Nathaniel Horowitz and @hntrbrkmedia and Nathaniel winding up in legal trouble I would. His best case scenario is that hes merely a liar and bad investor who will wind up doing more biotech scams one day"  
[X Link](https://x.com/SpaceWalk0/status/2016136150792933509)  2026-01-27T13:08Z [---] followers, [---] engagements


"@17thStCap btw is $ACN investible at all When's the next time either of these companies will put up a good report and guide"  
[X Link](https://x.com/SpaceWalk0/status/2018690001966366924)  2026-02-03T14:16Z [---] followers, [---] engagements


"@lacherbauer Chicago elects incompetent insecure provincial weirdos because thats who makes up the majority of the population. Why do you think it keeps happening"  
[X Link](https://x.com/SpaceWalk0/status/2020477999930311047)  2026-02-08T12:41Z [---] followers, [---] engagements


"Lying tool Nathaniel Horwitz and his nepobaby partner from @hntrbrkmedia who have no business managing OPM (daddys $) quietly getting blown up shorting $UI the only tech stock up in this tape. Bravo boys. Coasting to a stop on your HF manager fantasy"  
[X Link](https://x.com/SpaceWalk0/status/2019776567325422020)  2026-02-06T14:13Z [---] followers, [---] engagements


"Nathaniel Horwitz from @hntrbrkmedia having now already covered his short $UI after his dumb report after just a few days of losing money probably would use the Andrew Left defense: "I'm not a criminal just a lying scumbag" Anyway that was fast"  
[X Link](https://x.com/SpaceWalk0/status/2021239402207268878)  2026-02-10T15:06Z [---] followers, [---] engagements


"This finally ends when AI stocks to go down 20% in [--] minutes on "AI threats""  
[X Link](https://x.com/SpaceWalk0/status/2022047110980596192)  2026-02-12T20:36Z [---] followers, [---] engagements


"Charts on $DRVN and $MCW and $VVV are sorta crazy. Did everyone in the country just abruptly stop washing cars and changing oil a month ago"  
[X Link](https://x.com/SpaceWalk0/status/1975921652849328635)  2025-10-08T13:50Z [---] followers, [----] engagements


"$PCOR rev growth slowing to low-teens. Might easily dip to single digits. Loses money gaap rev growth not there to scale expenses. $10b mkt cap and $200m fcf that's entirely options with $50m capitalized software. I just don't get it. Growth companies flail when growth stops"  
[X Link](https://x.com/SpaceWalk0/status/2015788413123694700)  2026-01-26T14:06Z [---] followers, [---] engagements


"@hntrbrkmedia In the meantime thanks for yet another buying opportunity in one of the greatest companies out there Im sure this hit piece will work out as well as all the ones in the past $UI For everyone is in the biz youve been warned about Nathaniel"  
[X Link](https://x.com/SpaceWalk0/status/2016136860536365076)  2026-01-27T13:11Z [---] followers, [---] engagements


"Folks in this industry just know that if you ever speak to Nathaniel Horowitz (and presumably anyone else from @hntrbrkmedia) everything he says and does is full of shit. Everything. It's all an act and a lie from a kid who can't make money honestly. $UI Nathaniel Horowitz who founded this strange shop @hntrbrkmedia - a short hit piece outlet with a JV hedge fund and law firm attached that just wrote some stupid scare piece on $UI - is the slimiest liar Ive met in about [--] years Nathaniel Horowitz who founded this strange shop @hntrbrkmedia - a short hit piece outlet with a JV hedge fund and"  
[X Link](https://x.com/SpaceWalk0/status/2016146713526804688)  2026-01-27T13:50Z [---] followers, [----] engagements


"It's unclear to me how the financial mismanagement of NYC hasn't risen to the level of criminal. $50b hole over next [--] years. This looks like the financials of Sears or Kodak. In my lifetime NYC and Chicago are going to fail"  
[X Link](https://x.com/SpaceWalk0/status/2017645842589462696)  2026-01-31T17:07Z [---] followers, [---] engagements


"The irony is that $LZ might be one of the more insulated companies from Anthropic's legal thing. 90% of their revenue is actually doing the filings for small businesses. Wonder how cheap this gets"  
[X Link](https://x.com/SpaceWalk0/status/2018819518911701077)  2026-02-03T22:50Z [---] followers, [---] engagements


"$CART calling themselves Maplebear is almost as dumb as when Nextdoor had the ticker $KIND"  
[X Link](https://x.com/SpaceWalk0/status/2018860947277017562)  2026-02-04T01:35Z [---] followers, [---] engagements


"$NET up $15 on this Let's see where this closes tomorrow - I suspect red"  
[X Link](https://x.com/SpaceWalk0/status/2021339443425313094)  2026-02-10T21:44Z [---] followers, [---] engagements


"@joinyellowbrick $RDDT has to be the least valuable dataset mankind has ever produced"  
[X Link](https://x.com/SpaceWalk0/status/2022048461877907958)  2026-02-12T20:41Z [---] followers, [---] engagements


"I dont know what this reckoning is going to look like but one day it's gonna happen. The dollars thrown indiscriminately at "healthcare" that's so far down the marginal utility curve in this country is preposterous"  
[X Link](https://x.com/SpaceWalk0/status/2022077953077871061)  2026-02-12T22:38Z [---] followers, [---] engagements


"@17thStCap FICO in particular seems absurd. The entire business based on an Intro to Econometrics regression that any LLM could recreate in five seconds. FICO itself doesn't have any real value as a "seal of approval" - at least I don't think it does like an $MCO rating"  
[X Link](https://x.com/SpaceWalk0/status/2022672579757248905)  2026-02-14T14:01Z [---] followers, [--] engagements

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