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# ![@adjebitdax Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1553026069686542336.png) @adjebitdax Lee Boothby's Burner

Lee Boothby's Burner posts on X about $qvcga, $qvcgp, in the, debt the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1553026069686542336/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1553026069686542336/c:line/m:interactions.svg)

- [--] Week [------] +958%
- [--] Month [------] +142%
- [--] Months [-------] +221%
- [--] Year [-------] +79,959%

### Mentions: [--] [#](/creator/twitter::1553026069686542336/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1553026069686542336/c:line/m:posts_active.svg)

- [--] Week [--] +292%
- [--] Month [---] +120%
- [--] Months [---] +197%
- [--] Year [---] +9,633%

### Followers: [---] [#](/creator/twitter::1553026069686542336/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1553026069686542336/c:line/m:followers.svg)

- [--] Week [---] +15%
- [--] Month [---] +18%
- [--] Months [---] +144%
- [--] Year [---] +456%

### CreatorRank: [-------] [#](/creator/twitter::1553026069686542336/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1553026069686542336/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  33.58% [stocks](/list/stocks)  6.72% [technology brands](/list/technology-brands)  5.97% [social networks](/list/social-networks)  5.22% [countries](/list/countries)  2.24% [nfl](/list/nfl)  1.49% [financial services](/list/financial-services)  1.49% [cryptocurrencies](/list/cryptocurrencies)  0.75% [ncaa football](/list/ncaa-football)  0.75%

**Social topic influence**
[$qvcga](/topic/$qvcga) #1, [$qvcgp](/topic/$qvcgp) #1, [in the](/topic/in-the) 10.45%, [debt](/topic/debt) #2026, [$linta](/topic/$linta) #1, [february](/topic/february) 5.97%, [tiktok](/topic/tiktok) 4.48%, [$250mm](/topic/$250mm) #1, [$rig](/topic/$rig) #61, [$qvcn](/topic/$qvcn) #1

**Top accounts mentioned or mentioned by**
[@goodhousecap](/creator/undefined) [@hunterqvc](/creator/undefined) [@r2fire1](/creator/undefined) [@jackson_jo96163](/creator/undefined) [@mrexpendable4](/creator/undefined) [@chongusu](/creator/undefined) [@acapitallp](/creator/undefined) [@commonsense6174](/creator/undefined) [@yummycenturyegg](/creator/undefined) [@jacksonjo96163](/creator/undefined) [@tedo97](/creator/undefined) [@marksends](/creator/undefined) [@nathanchui53876](/creator/undefined) [@tjdetweiler](/creator/undefined) [@jacqueslechan](/creator/undefined) [@bureax](/creator/undefined) [@value_screener](/creator/undefined) [@johnbrownnot](/creator/undefined) [@finalscenemusic](/creator/undefined) [@nikola280670](/creator/undefined)

**Top assets mentioned**
[Transocean LTD. (RIG)](/topic/$rig) [QVC Group, Inc. (QVCGB)](/topic/$qvcgb) [Kohl's Corporation (KSS)](/topic/$kss) [Crescent Energy Company (CRGY)](/topic/$crgy) [Permian Resources Corporation Class A Common Stock (PR)](/topic/$pr) [Alphabet Inc Class A (GOOGL)](/topic/$googl)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Here's same person telling me I am going to lose money on $QVCGP yesterday less than [--] hours ago. Now he/she is gloating about it as if he/she recommended it. This person is a clown https://x.com/yummyCenturyEgg/status/2021333458698764518s=20 $QVCGA $QVCGP You could've made 4.6x your money by picking up QVCGP at the lows yesterday. https://x.com/yummyCenturyEgg/status/2021333458698764518s=20 $QVCGA $QVCGP You could've made 4.6x your money by picking up QVCGP at the lows yesterday"  
[X Link](https://x.com/adjebitdax/status/2021616217832710354)  2026-02-11T16:04Z [---] followers, [----] engagements


"Crazy thought but what if $CRGY buys $PR next Overlapping acreage in Southern Delaware post $VTLE acquisition (now completed) and would put the company at [---] Mboe/d 🀯"  
[X Link](https://x.com/adjebitdax/status/2014358967145697504)  2026-01-22T15:26Z [---] followers, [---] engagements


"February [--] [----] - 12:32pm ET Followers: 490.0k (+1.6k d/d) Purchases: 266.5k (+0.6k d/d) #hsnstats $QVCGA"  
[X Link](https://x.com/adjebitdax/status/2020221869220094049)  2026-02-07T19:43Z [---] followers, [---] engagements


""Qvc in talks with creditors about possible bankruptcy filing" - Bloomberg headline hitting just now. Not good"  
[X Link](https://x.com/adjebitdax/status/2021304633461739545)  2026-02-10T19:25Z [---] followers, [----] engagements


"@HunterQVC Said another way why announce you're going to report earnings in [--] weeks if just [--] weeks later you were planning on filing Especially with this seasoned of a management team executive board ownership group and restructuring advisors it just doesn't make sense"  
[X Link](https://x.com/adjebitdax/status/2022413544009142519)  2026-02-13T20:52Z [---] followers, [---] engagements


"Lower rates eventually coming. Matter of when not if. -200bps gets us into the high 3's/low 4's % area on mortgages. Can we get there by the end of summer [----] 🚨 CNN: "That's the LOWEST annual inflation rate for core since March of [----] before the inflation crisis." https://t.co/ueVVb0BRse 🚨 CNN: "That's the LOWEST annual inflation rate for core since March of [----] before the inflation crisis." https://t.co/ueVVb0BRse"  
[X Link](https://x.com/adjebitdax/status/2022414918415515880)  2026-02-13T20:57Z [---] followers, [---] engagements


"$RIG offshore driller $5.7bn/$4.8bn gross/net debt $QVCGA TV retailer $7.7bn/$5.9bn gross/net 1) I've never seen "FCF" calculated like this before regardless wildly inconsistent FCF @ $RIG 2) How does $RIG have $10bn EV / $5bn mkt cap while $QVCGA is $6bn EV / $80mm mkt cap"  
[X Link](https://x.com/adjebitdax/status/2019449543008436619)  2026-02-05T16:34Z [---] followers, [---] engagements


"@HunterQVC @jackson_jo96163 @MrExpendable4 @ACapitalLP @chongusu @_TJ_Detweiler_ Honestly think the price action the past few days particularly the 20mm+ $QVCGP day was due to trading algorithms post the $QVCGA related sell-off. See if it sticks next week but have a feeling volume's gonna die down some more or they are in fact going to announce bankruptcy"  
[X Link](https://x.com/adjebitdax/status/2022478747941704119)  2026-02-14T01:11Z [---] followers, [---] engagements


"@r2fire1 I think you need to read up on the origins of the $QVCGP shares. this is wrong"  
[X Link](https://x.com/adjebitdax/status/2022479984863121461)  2026-02-14T01:16Z [---] followers, [--] engagements


"See you all in a month $QVCGA https://investors.qvcgrp.com/investors/news-events/press-releases/detail/664/qvc-group-inc-announces-fourth-quarter-earnings-release https://investors.qvcgrp.com/investors/news-events/press-releases/detail/664/qvc-group-inc-announces-fourth-quarter-earnings-release"  
[X Link](https://x.com/adjebitdax/status/2015893215761641816)  2026-01-26T21:02Z [---] followers, [---] engagements


"$QVCGA paid me a ton of cash [--] days ago put out an 8K for earnings [--] days ago the article doesn't say much new and doesn't show how they'd handle the DTL. I'm biased but I bot more $QVCGA at $3.49/sh. I think this is the company trying to scare $LINTA holders into a deal"  
[X Link](https://x.com/adjebitdax/status/2021325743066599485)  2026-02-10T20:49Z [---] followers, [----] engagements


"Fingers are crossed no bad 8Ks after the close today God bless 🀞🏻 $QVCGA"  
[X Link](https://x.com/adjebitdax/status/2022397156192383346)  2026-02-13T19:47Z [---] followers, [---] engagements


"Freakin love this cat Have a day Ollie $QVCGA @QVC OLLIE IS LOVING THE CARLA ROCKMORE COLLECTION 😊 https://t.co/U5qKPuaoNi @QVC OLLIE IS LOVING THE CARLA ROCKMORE COLLECTION 😊 https://t.co/U5qKPuaoNi"  
[X Link](https://x.com/adjebitdax/status/2022499328384811379)  2026-02-14T02:33Z [---] followers, [---] engagements


"Missed this last night but further proof $QVCGA does not intend to file for bankruptcy anytime soon: https://investors.qvcgrp.com/investors/news-events/press-releases/detail/660/qvc-group-inc-announces-semi-annual-interest-payment-and https://investors.qvcgrp.com/investors/news-events/press-releases/detail/660/qvc-group-inc-announces-semi-annual-interest-payment-and"  
[X Link](https://x.com/adjebitdax/status/1956755645043986532)  2025-08-16T16:31Z [---] followers, [----] engagements


"OK Im going to try and be as brief and direct with you as possible as to why $QVCGA is the greatest investment to make early in [----]. And yes I am referring to the company that owns the QVC Network and Home Shopping Network along with a few furniture store brands"  
[X Link](https://x.com/adjebitdax/status/2009068510438412434)  2026-01-08T01:03Z [---] followers, [----] engagements


"Happy Friday - some new $QVCGA related web blog from a nice lady named Karina. They've held the top spot in [--] of the past [--] months (finished #2 in Dec). https://www.netinfluencer.com/the-top-10-highest-revenue-tiktok-shops-in-december-2025/ https://www.netinfluencer.com/top-10-tiktok-shops-in-november-2025/ https://www.netinfluencer.com/the-top-10-highest-revenue-tiktok-shops-in-december-2025/ https://www.netinfluencer.com/top-10-tiktok-shops-in-november-2025/"  
[X Link](https://x.com/adjebitdax/status/2012322649234350235)  2026-01-17T00:34Z [---] followers, [---] engagements


"@GoodHouseCap Yeah unclear in all these situations but my read was pot the restructuring last year and where the stock trades / where EBITDA has gone / lower cash balance vs 12/31/24 just would lean towards a more formal restructuring here with/ equity impairment but total guess here"  
[X Link](https://x.com/adjebitdax/status/2013970084608217207)  2026-01-21T13:41Z [---] followers, [---] engagements


"JPM from 1/16/26 $LINTA / $QVCN / $QVCGA Last line is what I want to highlight here. You either believe this John Malone / Greg Maffei owned company is going to execute an LME or for the first time in the history of their careers they are going to file a company for bankruptcy. One more thing before the weekend kicks off here's an article from yday afternoon -- not even the pros have new info. Right now we are in wait and see mode until 4Q25 earnings are released. That's it. That's the tweet. $QVCGA #Veronica https://t.co/pnMfeeLnbq One more thing before the weekend kicks off here's an"  
[X Link](https://x.com/adjebitdax/status/2015899154371707136)  2026-01-26T21:26Z [---] followers, [----] engagements


"Whats that you say The same business model as TikTok shop from Google No😱 $QVCGA #YouTube #Affiliates YouTube Shopping Affiliate Now only Requires [----] Subscribers and QVC and HSN have joined the program and are currently offer 40% commissions https://t.co/WQbTbR1O0r YouTube Shopping Affiliate Now only Requires [----] Subscribers and QVC and HSN have joined the program and are currently offer 40% commissions https://t.co/WQbTbR1O0r"  
[X Link](https://x.com/adjebitdax/status/2017043534356893964)  2026-01-30T01:13Z [---] followers, [----] engagements


"Another coupon hit this morning - $LINTA 8.25% due [----]. Lets go baby $QVCGA #nodaysoff"  
[X Link](https://x.com/adjebitdax/status/2018068859622654438)  2026-02-01T21:08Z [---] followers, [----] engagements


"The fed has cut rates [--] times in the last [--] years and is currently in the process of cutting rates a 13th time. [--] of those times recession (black circle) [--] of those times no recession (red circle) 10/12 = 83.3% What will happen this time (green circle) @NickTimiraos US CPI inflation dropped significantly today from 1.24% to 0.86% in our independent price data the lowest since [----]. Truflation US CPI today: 0.86% Y/Y The biggest downward drivers were: [--]. Utilities down -0.13% [--]. Clothing -0.08% [--]. Housing -0.05% [--]. Transport -0.05% [--]. Food https://t.co/HFef56JGyl US CPI inflation dropped"  
[X Link](https://x.com/adjebitdax/status/2018686091235115073)  2026-02-03T14:00Z [---] followers, [---] engagements


"February [--] [----] - 8:45am ET Followers: 487.2k (+1.3k d/d) Purchases: 265.4k (+0.4k d/d) #hsnstats $QVCGA"  
[X Link](https://x.com/adjebitdax/status/2019413368084251031)  2026-02-05T14:10Z [---] followers, [---] engagements


"February [--] [----] - 8:45am ET Followers: 1100k+ (unch past [--] days or +0.0k/d) Purchases: 2400k+ (+100k+ past [--] days or +8.3k/d) #qvcstats $QVCGA"  
[X Link](https://x.com/adjebitdax/status/2019413860223189126)  2026-02-05T14:12Z [---] followers, [---] engagements


"QVC TikTok Account Data Update [--] [--]. Total Followers & Purchases 12/9/24-2/5/26 [--]. [--] Day Moving Avgs of Daily Change in Followers & Purchases 1/8/25-2/5/26 [--]. [--] Day Moving Avgs of Daily Change in Followers & Purchases 3/9/25-2/5/26 [--]. Summary Table #qvcstats $QVCGA"  
[X Link](https://x.com/adjebitdax/status/2019414132026699797)  2026-02-05T14:13Z [---] followers, [----] engagements


"Keep in mind $RIG EBITDA $1.2bn Capex $200mm/yr Interest $525mm/yr & Taxes $90mm/yr = $385mm FCF/yr Biz environment been great for $RIG last four years however oil prices have been going down for four straight years and look set to continue. Negative outlook in my view"  
[X Link](https://x.com/adjebitdax/status/2019449958890455183)  2026-02-05T16:36Z [---] followers, [---] engagements


"Meanwhile $QVCGA EBITDA $1.0bn Capex $250mm Interest $525mm/yr & Taxes $90mm/yr = $135mm FCF/yr Biz environment been putrid for $QVCGA w/ home sales -40% vs [----] last 4yrs; rates starting to drop though and in next 1-2 years we should see a rebound in home sales"  
[X Link](https://x.com/adjebitdax/status/2019450272632782987)  2026-02-05T16:37Z [---] followers, [---] engagements


"The fact that $RIG never went bankrupt despite having net leverage of 5.4x-8.2x over 2019-23 including COVID is insane. They've missed EBITDA targets nearly every year and continue to dilute their equity w/ these debt-for-equity swaps. If they didn't go bk neither will $QVCGA"  
[X Link](https://x.com/adjebitdax/status/2019452064179380355)  2026-02-05T16:44Z [---] followers, [---] engagements


"@John_Brown_Not Oil & Gas vs retail every single offshore driller filed for bankruptcy 2019-20 except $RIG as the sector continued to be treated like it was no longer necessary especially given how far fracking had come along. Similar vibes with $QVCGA & how Amazon and others came along"  
[X Link](https://x.com/adjebitdax/status/2019455072917180643)  2026-02-05T16:56Z [---] followers, [---] engagements


"@John_Brown_Not Sure its not apples to apples biz models but distressed sector plays if I gave one a choice chances are in [----] theyd choose $QVCGA over $RIG. So with that logic why cant $QVCGA be worth $10bn today too or at least more than $RIG"  
[X Link](https://x.com/adjebitdax/status/2019455556134564113)  2026-02-05T16:58Z [---] followers, [---] engagements


"Couple questions on $QVCGA TikTok sales and have purchases bottomed came up. If we take HSN and QVC rev from Fastmoss and add up the prior [--] days today was $10.4mm. That trailing [--] day metric bottomed at $8.3mm on 1/21/26 (4 weeks after Christmas) and has been rising since"  
[X Link](https://x.com/adjebitdax/status/2019497530204016789)  2026-02-05T19:45Z [---] followers, [----] engagements


"Ja'Kobi Lane to the Seahawks at the end of Round [--] is an absolute steal in the upcoming [----] NFL Draft"  
[X Link](https://x.com/adjebitdax/status/2019838883924689119)  2026-02-06T18:21Z [---] followers, [--] engagements


"February [--] [----] - 8:15am ET Followers: 491.2k (+1.2k d/d) Purchases: 267.0k (+0.5k d/d) #hsnstats $QVCGA"  
[X Link](https://x.com/adjebitdax/status/2020486856740159494)  2026-02-08T13:16Z [---] followers, [---] engagements


"The people who continue to refer to Sam Darnold as a Flacco or Foles journeyman style QB are idiots. The kid is elite and has won [--] games on two separate teams the last two seasons. You all need to face reality this is the #3 pick in the draft and hes been playing like it"  
[X Link](https://x.com/adjebitdax/status/2020547791303417972)  2026-02-08T17:18Z [---] followers, [----] engagements


"Never a doubt Lets freakin go boys #SammyD #Seahawks #USChawks #USC #BigCat #LeonardWilliams #Darnold Sam Darnolds Career 2018-20 Jets 13-25 with Darnold 0-10 without Darnold 2021-22 Panthers 5-7 w/ Darnold 4-13 w/o Darnold Head Coaches Todd Bowles Adam Gase Matt Rhule Steve Wilks Sam Darnold is NOT the problem. Sam Darnold is elite 😀 Sam Darnolds Career 2018-20 Jets 13-25 with Darnold 0-10 without Darnold 2021-22 Panthers 5-7 w/ Darnold 4-13 w/o Darnold Head Coaches Todd Bowles Adam Gase Matt Rhule Steve Wilks Sam Darnold is NOT the problem. Sam Darnold is elite 😀"  
[X Link](https://x.com/adjebitdax/status/2020715331770368250)  2026-02-09T04:24Z [---] followers, [---] engagements


"February [--] [----] - 5:45am ET Followers: 492.5k (+1.3k d/d) Purchases: 267.5k (+0.5k d/d) #hsnstats $QVCGA"  
[X Link](https://x.com/adjebitdax/status/2020811848669434185)  2026-02-09T10:47Z [---] followers, [---] engagements


"Sam Darnold is a Super Bowl champion #USChawks"  
[X Link](https://x.com/adjebitdax/status/2020812166719295677)  2026-02-09T10:49Z [---] followers, [---] engagements


"Yes it remains a bad idea to bet against Sam Darnold you ignorant slut God I hope you lost money on the Super Bowl last night. @adjebitdax @BarstoolBigCat It is Wait for the playoffs🀣 https://t.co/was7qpJHrY @adjebitdax @BarstoolBigCat It is Wait for the playoffs🀣 https://t.co/was7qpJHrY"  
[X Link](https://x.com/adjebitdax/status/2020945402938392915)  2026-02-09T19:38Z [---] followers, [---] engagements


"Jordan Palmer on Darnold/SEA: "This is a repeatable pattern. Wait until you see how good the Seahawks are going to be in three years when he's not learning the system like he did all offseason. Anybody who thinks it all came together this year no this is how dynasties start.""  
[X Link](https://x.com/adjebitdax/status/2020962637740421564)  2026-02-09T20:46Z [---] followers, [---] engagements


"UAE's Mubadala Capital is buying one of the world's top three owners of billboards.what could possibly go wrong https://www.wsj.com/business/deals/mubadala-to-buy-clear-channel-outdoor-holdings-ffebed8cmod=business_feat1_deals_pos1 https://www.wsj.com/business/deals/mubadala-to-buy-clear-channel-outdoor-holdings-ffebed8cmod=business_feat1_deals_pos1"  
[X Link](https://x.com/adjebitdax/status/2021009934993981645)  2026-02-09T23:54Z [---] followers, [---] engagements


"@JacquesLeChan Theyll be fine"  
[X Link](https://x.com/adjebitdax/status/2021022069983764664)  2026-02-10T00:43Z [---] followers, [--] engagements


"@watt_direction what's your take on UK politics right now -- specifically if Keir Starmer were to step down is there anyone you'd vouch for Thanks"  
[X Link](https://x.com/adjebitdax/status/2021026463173181947)  2026-02-10T01:00Z [---] followers, [--] engagements


"More evidence CPI is about to freefall. 1) We're not going to have the one-time effect of implementing new tariffs in [----] like we did in [----]. 2) There won't be a "pull-forward" effect like we saw late 4Q24/Jan '25 to get ahead of the tariffs. Get ready for inflation to drop"  
[X Link](https://x.com/adjebitdax/status/2021029288300916928)  2026-02-10T01:11Z [---] followers, [---] engagements


"February [--] [----] - 7:57am ET Followers: 493.8k (+1.3k d/d) Purchases: 268.0k (+0.5k d/d) #hsnstats $QVCGA"  
[X Link](https://x.com/adjebitdax/status/2021207373637922892)  2026-02-10T12:59Z [---] followers, [---] engagements


"Did Cardi B break up with Stefon Diggs Asking for a friend"  
[X Link](https://x.com/adjebitdax/status/2021259037791141963)  2026-02-10T16:24Z [---] followers, [---] engagements


"@GoodHouseCap @FinalSceneMusic Even then only 67k shares have traded as of 2:04pm ET today. This stock is just gonna be sleepy til they report in my view. $QVCGA [--] day avg volume has fallen to 83.5k in September [----] it was 225k (excluding July [--] [----] when 9mm shares traded that day)"  
[X Link](https://x.com/adjebitdax/status/2021301424324288547)  2026-02-10T19:13Z [---] followers, [---] engagements


"$QVCGA "Qvc in talks with creditors about possible bankruptcy filing" - Bloomberg headline hitting just now. Not good "Qvc in talks with creditors about possible bankruptcy filing" - Bloomberg headline hitting just now. Not good"  
[X Link](https://x.com/adjebitdax/status/2021306770497339790)  2026-02-10T19:34Z [---] followers, [----] engagements


"$QVCGP is currently is at $2/sh -- $26mm create. There's $250mm cash and 62% of $CBI at that box. Powerlift if you can"  
[X Link](https://x.com/adjebitdax/status/2021312383491133552)  2026-02-10T19:56Z [---] followers, 14K engagements


"This is free falling right now. There's $20 worth of cash per $QVCGP inside of the $QVCGA box before you add any of the 62% ownership in $CBI. It's trading at $2/sh and it's frozen 10x opp if it stays here more if it falls. I know I sound crazy but I will be lifting if able"  
[X Link](https://x.com/adjebitdax/status/2021314411416199547)  2026-02-10T20:04Z [---] followers, [----] engagements


"@chongusu there's $0 debt only the $1300mm of $QVCGP which at $2/sh trades worth $26mm. There's $250mm cash and 62% ownership of $CBI which has $0 debt as well and $79mm of cash"  
[X Link](https://x.com/adjebitdax/status/2021321605457027290)  2026-02-10T20:33Z [---] followers, [---] engagements


"@commonsense6174 I'll take option #2 for $400 Alex"  
[X Link](https://x.com/adjebitdax/status/2021324871544832112)  2026-02-10T20:46Z [---] followers, [---] engagements


"@ACapitalLP @MrExpendable4 @chongusu Brother. read two tweets above you https://x.com/adjebitdax/status/2021321605457027290s=20 @chongusu there's $0 debt only the $1300mm of $QVCGP which at $2/sh trades worth $26mm. There's $250mm cash and 62% ownership of $CBI which has $0 debt as well and $79mm of cash. https://x.com/adjebitdax/status/2021321605457027290s=20 @chongusu there's $0 debt only the $1300mm of $QVCGP which at $2/sh trades worth $26mm. There's $250mm cash and 62% ownership of $CBI which has $0 debt as well and $79mm of cash"  
[X Link](https://x.com/adjebitdax/status/2021327272481865915)  2026-02-10T20:55Z [---] followers, [---] engagements


"@jackson_jo96163 @ACapitalLP @MrExpendable4 @chongusu its all in the $QVCGA box same box teh $QVCGP is issued out of. So if there is a bankruptcy the $QVCGP would need to be 100% recovered before $QVCGA receives any of that cash. Since there's $1300mm of $QVCGP and only $250mm of cash + 62% of CBI it'd be likely $QVCGA gets $0"  
[X Link](https://x.com/adjebitdax/status/2021328648515510546)  2026-02-10T21:01Z [---] followers, [---] engagements


"@jackson_jo96163 @ACapitalLP @MrExpendable4 @chongusu Everything I said above is correct"  
[X Link](https://x.com/adjebitdax/status/2021330408256704686)  2026-02-10T21:08Z [---] followers, [---] engagements


"Issued out of a separate credit box. Would be on LINTA and QVCN to pay it. Show me exactly where it says parent co has guaranteed payment of the LINTA DTL. $QVCGA $QVCGP $QVCGA $QVCGP This is wrong. There's also $850M of DTL that will come due. That's always been the central question in this restructuring. The range of outcome for $QVCGP is a lot wider from a donut to a lot more than $2.50 per share. You need to come up with a view on how $QVCGA $QVCGP This is wrong. There's also $850M of DTL that will come due. That's always been the central question in this restructuring. The range of"  
[X Link](https://x.com/adjebitdax/status/2021333847938609419)  2026-02-10T21:21Z [---] followers, [----] engagements


"@yummyCenturyEgg Again show me where the DTL is specifically tied to $QVCGA"  
[X Link](https://x.com/adjebitdax/status/2021334541932380556)  2026-02-10T21:24Z [---] followers, [---] engagements


"Egg man voraciously asking ChatGPT to prove me wrong right now @yummyCenturyEgg Exactly. @yummyCenturyEgg Exactly"  
[X Link](https://x.com/adjebitdax/status/2021336607392137462)  2026-02-10T21:32Z [---] followers, [----] engagements


"@FinalSceneMusic @GoodHouseCap @HunterQVC Senora dude relax. There's next to nothing new mentioned in this article the language around the "new news" is all "potential" and they don't even quote the leak for this story when talking about the $1.7bn DTL. https://x.com/adjebitdax/status/2021325743066599485s=20 $QVCGA paid me a ton of cash [--] days ago put out an 8K for earnings [--] days ago the article doesn't say much new and doesn't show how they'd handle the DTL. I'm biased but I bot more $QVCGA at $3.49/sh. I think this is the company trying to scare $LINTA holders into a deal."  
[X Link](https://x.com/adjebitdax/status/2021337599458279905)  2026-02-10T21:36Z [---] followers, [---] engagements


"@yummyCenturyEgg Please read my blogggggg"  
[X Link](https://x.com/adjebitdax/status/2021382383300472893)  2026-02-11T00:34Z [---] followers, [---] engagements


"@tedo97 @grok $250mm of cash + 62% ownership of subsidiary Cornerstone Brands (CBI) at the QVCGA/QVCGP level. The Ps are with $1300mm face so even if just take the cash (250/1300=$19.2 per pref) its way more than the $2.7 it trades at today. CBI is cherry on top"  
[X Link](https://x.com/adjebitdax/status/2021387082552443048)  2026-02-11T00:53Z [---] followers, [---] engagements


"February [--] [----] - 8:44am ET Followers: 494.7k (+0.9k d/d) Purchases: 268.4k (+0.4k d/d) #hsnstats $QVCGA"  
[X Link](https://x.com/adjebitdax/status/2021581378182140333)  2026-02-11T13:45Z [---] followers, [---] engagements


"$QVCGP is ripping -- 481k shares have changed hands it's currently not trading because of this fury of volume (broker temporarily suspended traded similar to $QVCGA yday on the way down). Stay tuned. Already surpassed yday's opening level"  
[X Link](https://x.com/adjebitdax/status/2021600105506152501)  2026-02-11T14:59Z [---] followers, [----] engagements


"@marksends Apologies thought you meant $QVCGB -- Malone owns $0 of the $QVCGB. He does own $QVCGP as does Maffei. Ideally they pool their positions with enough investors to have a simple majority and wipe out the preff for $15-20 cents on the dollar"  
[X Link](https://x.com/adjebitdax/status/2021602494745391208)  2026-02-11T15:09Z [---] followers, [---] engagements


"@NathanChui53876 @marksends If this thing files for bankruptcy protection I still think the $QVCGA shares receive absolutely nothing in a true court-run bankruptcy process. If there is an out-of-court LME I expect the A shares to stay alive and do quite well"  
[X Link](https://x.com/adjebitdax/status/2021604008004026587)  2026-02-11T15:15Z [---] followers, [---] engagements


"Bruh what in the world is going on right now Volume is off the charts $QVCGP $QVCGA $QVCGP is ripping -- 481k shares have changed hands it's currently not trading because of this fury of volume (broker temporarily suspended traded similar to $QVCGA yday on the way down). Stay tuned. Already surpassed yday's opening level. https://t.co/Q1qUDa3D4z $QVCGP is ripping -- 481k shares have changed hands it's currently not trading because of this fury of volume (broker temporarily suspended traded similar to $QVCGA yday on the way down). Stay tuned. Already surpassed yday's opening level."  
[X Link](https://x.com/adjebitdax/status/2021605155896975467)  2026-02-11T15:20Z [---] followers, [----] engagements


"No idea what is happening $QVCGP $QVCGA Bruh what in the world is going on right now Volume is off the charts $QVCGP $QVCGA https://t.co/N0hmskZEsA Bruh what in the world is going on right now Volume is off the charts $QVCGP $QVCGA https://t.co/N0hmskZEsA"  
[X Link](https://x.com/adjebitdax/status/2021607241745338484)  2026-02-11T15:28Z [---] followers, [----] engagements


"@Nikola280670 @NathanChui53876 @marksends Yes but these are all at different boxes. $QVCGP has structural seniority over the $QVCN debt when it comes to the assets in the box the $QVCGP was issued"  
[X Link](https://x.com/adjebitdax/status/2021608563550851570)  2026-02-11T15:33Z [---] followers, [---] engagements


"@MarekRoydener i don't think you understand the magnitude of the volume. this is not panic buying"  
[X Link](https://x.com/adjebitdax/status/2021610099953877282)  2026-02-11T15:39Z [---] followers, [---] engagements


"@MarekRoydener 6.7mm shares have changed hands now today. thats 100x the [--] day average volume 100x would not be a panic scramble buy. something else happening"  
[X Link](https://x.com/adjebitdax/status/2021610267730145667)  2026-02-11T15:40Z [---] followers, [---] engagements


"Hale Holden Carla Casella Bill Reuter Karru Martinson -- where are you guys $QVCGP is up +218% today $QVCGA fell -67% yday The people need information from the pros and all of you are asleep at the wheel Get it together @Barclays @jpmorgan @BankofAmerica @Jefferies"  
[X Link](https://x.com/adjebitdax/status/2021615415768564068)  2026-02-11T16:00Z [---] followers, [----] engagements


"@yummyCenturyEgg Brother/Sister I asked you to give me the facts and you can't. You referred me to a blog. Take a screenshot of the exact portion of the agreements if you need to - do whatever you must - but prove to me that any of the DTL is contractually obligated to be paid by $QVCGA ya cant"  
[X Link](https://x.com/adjebitdax/status/2021619055481036956)  2026-02-11T16:15Z [---] followers, [---] engagements


"@MSPAthletics @inglec Ask the Vikings GM how thats going"  
[X Link](https://x.com/adjebitdax/status/2021626403968729430)  2026-02-11T16:44Z [---] followers, [---] engagements


"Big Cat Leonard Williams is the man lol "I'm not fuckin leavin" #Seahawks #USChawks"  
[X Link](https://x.com/adjebitdax/status/2021654640941838437)  2026-02-11T18:36Z [---] followers, [---] engagements


"Ernest Jones also the man Quite possibly one of the best Super Bowl winning speeches of all time"  
[X Link](https://x.com/adjebitdax/status/2021655129746035143)  2026-02-11T18:38Z [---] followers, [---] engagements


"Some more on the $QVCGA potential restructuring news though it's largely a regurgitation of yesterday's reports and also has some stale info.the $21mm highlighted below was paid [--] days ago and Zulily was sold in May 2023"  
[X Link](https://x.com/adjebitdax/status/2021708063925834080)  2026-02-11T22:08Z [---] followers, [----] engagements


"February [--] [----] - 10:41am ET Followers: 496.2k (+1.5k d/d) Purchases: 269.0k (+0.6k d/d) #hsnstats $QVCGA"  
[X Link](https://x.com/adjebitdax/status/2021973372784050538)  2026-02-12T15:43Z [---] followers, [---] engagements


"@bureax @MoisesBraun @Barclays @jpmorgan @BankofAmerica @Jefferies 60/40 (60% it works out) is my view"  
[X Link](https://x.com/adjebitdax/status/2021978987602620653)  2026-02-12T16:05Z [---] followers, [--] engagements


"No bueno for homegood sales https://www.wsj.com/economy/housing/homes-sales-in-january-post-biggest-monthly-decline-in-nearly-four-years-eae1ab61 https://www.wsj.com/economy/housing/homes-sales-in-january-post-biggest-monthly-decline-in-nearly-four-years-eae1ab61"  
[X Link](https://x.com/adjebitdax/status/2021980730293899343)  2026-02-12T16:12Z [---] followers, [---] engagements


"Been stuck in the 4mm area. Yet this number was much higher as recently as Jan [----] it was 6.43mm Know it looks bad but I don't think we can hang here much longer - once we start lapping the months where the USA implemented Tariffs I expect CPI to freefall & thus home sales"  
[X Link](https://x.com/adjebitdax/status/2021982171557511464)  2026-02-12T16:18Z [---] followers, [---] engagements


"I now think this may have been from the $QVCGA RCF lenders. Down not out. $QVCGA paid me a ton of cash [--] days ago put out an 8K for earnings [--] days ago the article doesn't say much new and doesn't show how they'd handle the DTL. I'm biased but I bot more $QVCGA at $3.49/sh. I think this is the company trying to scare $LINTA holders into a deal. https://t.co/gIr6E8p7Wt $QVCGA paid me a ton of cash [--] days ago put out an 8K for earnings [--] days ago the article doesn't say much new and doesn't show how they'd handle the DTL. I'm biased but I bot more $QVCGA at $3.49/sh. I think this is the"  
[X Link](https://x.com/adjebitdax/status/2022010728912437646)  2026-02-12T18:11Z [---] followers, [----] engagements


"@HunterQVC They would either accelerate and pre-release earnings concurrent with filing for bankruptcy or they would just not report until they needed to in bankruptcy court. That's why them announcing the 4Q25 earnings date less than [--] weeks ago doesn't make any sense"  
[X Link](https://x.com/adjebitdax/status/2022413087903748554)  2026-02-13T20:50Z [---] followers, [---] engagements


"@HunterQVC @jackson_jo96163 @MrExpendable4 @ACapitalLP @chongusu @_TJ_Detweiler_ There's zero way the company purchased any preff this week given its restricted as well (judging by the leak this week). Even if they did it'd have to be 25% of the preff so as not to trigger a creeping tender offer"  
[X Link](https://x.com/adjebitdax/status/2022477353969180793)  2026-02-14T01:05Z [---] followers, [---] engagements


"Listen it's early February so please take this with a gigantic grain of salt. I'm a bit shocked by the losses $QVCGA is experiencing on TV; while I think TikTok is the right answer it needs to grow tremendously between now and October [--] for this company to have a shot"  
[X Link](https://x.com/adjebitdax/status/2020068147118657674)  2026-02-07T09:32Z [---] followers, [----] engagements


"February [--] [----] - 8:17am ET Followers: 497.7k (+1.5k d/d) Purchases: 269.6k (+0.6k d/d) #hsnstats $QVCGA"  
[X Link](https://x.com/adjebitdax/status/2022350992340324791)  2026-02-13T16:43Z [---] followers, [---] engagements


"This November [----] Liberty Investor Day question for Greg Maffei about $QVCGA ($QRTEA at the time)man I hope this is still their attitude. Any interest in discussing an equity trading like a "deep out of the money call option" A $QRTEA (QVC and HSN) investor framed the opportunity at the end of the #libertyinvestorday meeting. Take a listen: Interested https://t.co/z3M17DBZII Any interest in discussing an equity trading like a "deep out of the money call option" A $QRTEA (QVC and HSN) investor framed the opportunity at the end of the #libertyinvestorday meeting. Take a listen: Interested"  
[X Link](https://x.com/adjebitdax/status/2022544318461091913)  2026-02-14T05:31Z [---] followers, [---] engagements


"August [--] [----] - 7:55am ET Followers: 738.8k (+2.2k d/d) Purchases: 911.2k (+5.3k d/d) #qvcstats $QVCGA"  
[X Link](https://x.com/anyuser/status/1961035407933538448)  2025-08-28T11:57Z [---] followers, [---] engagements


"Another 130k shares have traded in the first [--] mins today - whatever's happening is in fact happening. +16% ($7.27/sh) $QVCGA OK now we got some volume baby 129k shares in the first [--] mins $QVCGA OK now we got some volume baby 129k shares in the first [--] mins $QVCGA"  
[X Link](https://x.com/anyuser/status/1961061298482843949)  2025-08-28T13:40Z [---] followers, [----] engagements


"@senorarobot2 Frankly I am hoping the stock tanks on a bond deal - but only so I can buy more with the proceeds from said bond deal. Hoping we get some non-bankruptcy filing news in the coming weeks. Would be great to see this company's lifeline get extended a few more years. $QVCGA"  
[X Link](https://x.com/anyuser/status/1961063927741128981)  2025-08-28T13:50Z [---] followers, [---] engagements


"Volume has been fading the last hour or so -- TBD if it will pick up in the afternoon. Looks like someone/some fund put on a sizable position. Regardless there's really been nothing news-wise to drive $QVCGA higher. Need to wait for the inevitable restructuring announcement. Another 130k shares have traded in the first [--] mins today - whatever's happening is in fact happening. +16% ($7.27/sh) $QVCGA Another 130k shares have traded in the first [--] mins today - whatever's happening is in fact happening. +16% ($7.27/sh) $QVCGA"  
[X Link](https://x.com/anyuser/status/1961084478081708309)  2025-08-28T15:12Z [---] followers, [---] engagements


"@evrythingNYG @isnccksn @RapSheet Mack Trade: OAK gets two 1sts a 3rd and a 6th CHI gets Mack a 2nd and a 5th Parsons Trade: DAL gets two 1sts and 3x Pro Bowler GB gets Parsons I think you might be the clown with this take my guy (or gal)"  
[X Link](https://x.com/anyuser/status/1961181422380880078)  2025-08-28T21:37Z [---] followers, [---] engagements


"August [--] [----] - 5:23am ET Followers: 740.7k (+1.9k d/d) Purchases: 918.6k (+7.4k d/d) #qvcstats $QVCGA"  
[X Link](https://x.com/anyuser/status/1961359591154782698)  2025-08-29T09:25Z [---] followers, [---] engagements


"@planert41 These are still out of the money but what if there's a restructuring in September [----] that causes the stock price to exceed $25/sh -- these would become in the money ($25/sh given the [--] for [--] reverse stock split in May 2025).this is getting very interesting $QVCGA"  
[X Link](https://x.com/anyuser/status/1961425387503722753)  2025-08-29T13:47Z [---] followers, [---] engagements


"@senorarobot2 @planert41 Yes those are it they were written (sold) pre stock split so the right to purchase [-------] shares (which divided by [--] is [-----] shares today) at $0.50/sh (now $25/sh). If $QVCGA were at $50 by 10/17/25 these would be worth $585300"  
[X Link](https://x.com/anyuser/status/1961429811026395175)  2025-08-29T14:04Z [---] followers, [---] engagements


"Any $QVCGA peeps in NYC We need to have a rendezvous in two weeks if a debt restructuring deal is announced and the equity is not touched"  
[X Link](https://x.com/anyuser/status/1961514338222547064)  2025-08-29T19:40Z [---] followers, [---] engagements


"August [--] [----] - 7:30am ET Followers: 744.2k (+3.5k d/d) Purchases: 925.0k (+6.4k d/d) #qvcstats $QVCGA"  
[X Link](https://x.com/anyuser/status/1961753916011368817)  2025-08-30T11:32Z [---] followers, [---] engagements


"August [--] [----] - 6:18am ET Followers: 750.1k (+5.9k d/d) Purchases: 933.6k (+8.6k d/d) #qvcstats $QVCGA"  
[X Link](https://x.com/anyuser/status/1962098181468016757)  2025-08-31T10:20Z [---] followers, [---] engagements


"@toiletkingcap $QVCGA +4% (and hopefully a sht ton more) 130k shares traded in first [--] mins. [--] day avg volume is 300k. 172k so far today thru 11:20a ET. Restructuring announcement is incredibly imminent in my view"  
[X Link](https://x.com/anyuser/status/1962899053450272940)  2025-09-02T15:22Z [---] followers, [---] engagements


"Food for thought. why would Malone and Maffei allow this absolute gem of an asset to file for bankruptcy SPOILER: They won't $QVCGA $WMT"  
[X Link](https://x.com/adjebitdax/status/2015877023881642324)  2026-01-26T19:58Z [---] followers, [----] engagements


"@the_prince60250 I don't think Malone wants to prevent himself from taking cash out of the company if this starts to work out. They likely intend to pay this thing off at maturity prolly with a bond. I'd also expect to see them use some of the $241mm at QVCGA to buy the prefs back (@ $16=$204mm)"  
[X Link](https://x.com/adjebitdax/status/1922018300596244494)  2025-05-12T19:57Z [---] followers, [---] engagements


"May [--] [----] - 7:31am ET Followers: 566.4k (+2.6k d/d) Purchases: 402.2k (+5.5k d/d) #qvcstats $QVCGA"  
[X Link](https://x.com/adjebitdax/status/1923341125890212250)  2025-05-16T11:33Z [---] followers, [----] engagements


"Mick & I don't agree on everything here but he does a solid job summarizing the situation in this thread. $QVCGA"  
[X Link](https://x.com/adjebitdax/status/1924546725814960279)  2025-05-19T19:24Z [---] followers, [----] engagements


"June [--] [----] - 10:40am ET Followers: 602.7k (+1.0k d/d) Purchases: 508.0k (+4.1k d/d) #qvcstats $QVCGA"  
[X Link](https://x.com/adjebitdax/status/1937159191707181065)  2025-06-23T14:41Z [---] followers, [----] engagements


"$SKX bot by 3G Capital in May [----] for $9.42bn cash $SKX in [----] Sales: $9.0bn EBITDA: $1202mm Capex: -$416.8mm FCF: +$270.6mm [----] analysts see capex $600mm; cash interest $550mm given the new financing. I know a company with similar #s. $QVCGA https://tinyurl.com/y953nkr6 https://tinyurl.com/y953nkr6"  
[X Link](https://x.com/adjebitdax/status/1938598270751715839)  2025-06-27T14:00Z [---] followers, [----] engagements


"@pickeringenergy @dan_murphy brotha sunscreen is your friend"  
[X Link](https://x.com/adjebitdax/status/1938636030959362519)  2025-06-27T16:30Z [---] followers, [---] engagements


"Just [--] days & 327k purchases ago πŸ‘€ πŸŽ‰πŸ₯³πŸŽ‰πŸ₯³ Over 300k πŸš€πŸŒ— $QVCGA https://t.co/WxwwMeDcSg πŸŽ‰πŸ₯³πŸŽ‰πŸ₯³ Over 300k πŸš€πŸŒ— $QVCGA https://t.co/WxwwMeDcSg"  
[X Link](https://x.com/adjebitdax/status/1944120859813097510)  2025-07-12T19:45Z [---] followers, [----] engagements


"Ask yourself If a RADIO company can get a debt deal done to extend $4.8bn of maturities by three years; haircut debt by 10%; and keep cash interest unchanged then why cant a company that sells products on TV w/ 2x sales more FCF and more EBITDA extend its RCF $QVCGA $IHRT"  
[X Link](https://x.com/adjebitdax/status/1945885600705302541)  2025-07-17T16:37Z [---] followers, [----] engagements


"$KSS getting meme stock'd today. Had a [---] SI Ratio this morning. $QVCGA SI Ratio is [---] right now. That said only 7% of the float is short today vs 49% at $KSS. Something to keep an eye on given the stock is up +12% right now (while $KSS is +28% & was up 75%+ earlier)"  
[X Link](https://x.com/adjebitdax/status/1947659196637356440)  2025-07-22T14:05Z [---] followers, [----] engagements


"To be clear I don't think this rally has any legs to stand on. $QVCGA will rally one day (in my view) but today is not that day. For $QVCGA to realize a normal valuation fundamentals need to improve and (ideally) debt needs to be haircut. $KSS getting meme stock'd today. Had a [---] SI Ratio this morning. $QVCGA SI Ratio is [---] right now. That said only 7% of the float is short today vs 49% at $KSS. Something to keep an eye on given the stock is up +12% right now (while $KSS is +28% & was up 75%+ earlier). $KSS getting meme stock'd today. Had a [---] SI Ratio this morning. $QVCGA SI Ratio is 4.0"  
[X Link](https://x.com/adjebitdax/status/1947665829450907743)  2025-07-22T14:31Z [---] followers, [----] engagements


"How I see things playing out w/ $QVCGA next 3mo: - Aug 1: pay LINTA 8.25% coup - Aug 7: report 2Q25 earnings (nothing great nothing horrifying) - Mid-Aug/Oct: announce RCF extension (likely at lower $ commitment maybe some as TL) & tender for QVCGP and/or LINTA non-ex notes"  
[X Link](https://x.com/adjebitdax/status/1948854546777714858)  2025-07-25T21:15Z [---] followers, [----] engagements


"If $QVCGA can restructure its $QVCGP shares and eliminate them altogether that will open up the door to share buybacks. I know that sounds crazy today but in time this could prove prescient. 8mm shares @ $3/sh = $24mm.can easily see the company buying back half the stock"  
[X Link](https://x.com/adjebitdax/status/1951335562146955589)  2025-08-01T17:33Z [---] followers, [----] engagements


"Continue to believe the $LINTA non-exchangeable bonds are the best way to play $QVCGA today. I see those and the $QVCGP shares as the most likely targets of an out of court restructuring. Only other option I can see on the table is filing the company"  
[X Link](https://x.com/adjebitdax/status/1953519091915829286)  2025-08-07T18:10Z [---] followers, [----] engagements


"$QVCGA's bank lenders are signing cooperation agreements. Reads to me they're getting scared due to their "equal footing with creditors holding roughly $2bn in secured bonds". Hopefully this means we see some out-of-court restructuring news soon. https://www.wsj.com/articles/qvcs-top-lenders-join-forces-to-fend-off-potential-unfavorable-debt-deals-5f7d9b17st=U2ZgRx https://www.wsj.com/articles/qvcs-top-lenders-join-forces-to-fend-off-potential-unfavorable-debt-deals-5f7d9b17st=U2ZgRx"  
[X Link](https://x.com/adjebitdax/status/1955754891005100330)  2025-08-13T22:14Z [---] followers, [----] engagements


"Also while there's zero mention of it in the article I would note that if in fact a "Limited Condition Transaction" were to be taking place soon this would be a strong indicator of its likelihood increasing. Why else would this news break now just days after earnings $QVCGA"  
[X Link](https://x.com/adjebitdax/status/1955765755288399962)  2025-08-13T22:57Z [---] followers, [----] engagements


"QVC TikTok Account Data Update [--] [--]. Total Followers & Purchases 12/9/24-8/15/25 [--]. Daily Chg in Followers & Purchases 12/9/24-8/15/25 [--]. [--] Day Moving Avgs of Daily Change in Followers & Purchases 1/8/24-8/15/25 [--]. NEW - [--] Day Moving Avgs (same data as #3) #qvcstats $QVCGA"  
[X Link](https://x.com/adjebitdax/status/1956334233015710153)  2025-08-15T12:36Z [---] followers, [----] engagements


"Still a firm believer $LINTA non-exchangebales & $QVCGP get targeted in an out of court debt restructuring (i.e. tender offer) from the company $QVCGA. $2100mm of debt trading at a market value of $190mm today.there's $567mm of cash sitting outside of $QVCN today. Continue to believe the $LINTA non-exchangeable bonds are the best way to play $QVCGA today. I see those and the $QVCGP shares as the most likely targets of an out of court restructuring. Only other option I can see on the table is filing the company. Continue to believe the $LINTA non-exchangeable bonds are the best way to play"  
[X Link](https://x.com/adjebitdax/status/1956360043139350590)  2025-08-15T14:19Z [---] followers, [----] engagements


"So there's no way they'd pay these coupons if $QVCN were filing. $QVCGA is very clearly preparing a debt tender offer that should be unveiled soon (they've just secured the management team next is the cap stack/RCF) my guess is sometime in the next three weeks (i.e. by 9/5/25)"  
[X Link](https://x.com/adjebitdax/status/1956758388324569433)  2025-08-16T16:42Z [---] followers, [---] engagements


""QVC Group Downgraded to CCC by S&P Outlook Negative" $QVCGA"  
[X Link](https://x.com/adjebitdax/status/1960351616579625356)  2025-08-26T14:40Z [---] followers, [----] engagements


"OK now we got some volume baby 129k shares in the first [--] mins $QVCGA"  
[X Link](https://x.com/adjebitdax/status/1960701630828974124)  2025-08-27T13:51Z [---] followers, [----] engagements


"Not sure if this is what is driving the stock today but $QVCGA is hiring people for it's newly relocated HSN operation in PA. Regardless now 280k shares have changed hands in the first [--] minutes of mkt open today. https://www.inquirer.com/consumer/qvc-jobs-west-chester-hiring-20250827.html OK now we got some volume baby 129k shares in the first [--] mins $QVCGA https://www.inquirer.com/consumer/qvc-jobs-west-chester-hiring-20250827.html OK now we got some volume baby 129k shares in the first [--] mins $QVCGA"  
[X Link](https://x.com/adjebitdax/status/1960708821547930070)  2025-08-27T14:19Z [---] followers, [---] engagements


"Patiently waiting. $QVCGP $1300mm deleted $LINTA $792mm non-exchangeable bonds deleted $QVCN $500mm bonds deleted $QVCN revolver refinanced w/ a $675-750mm super-senior TL & an extension + lower facility limit $2.6bn debt goes poof disappears $QVCGA https://www.youtube.com/watchv=AeHzHNGdLAU https://www.youtube.com/watchv=AeHzHNGdLAU"  
[X Link](https://x.com/adjebitdax/status/1960711191388402014)  2025-08-27T14:29Z [---] followers, [----] engagements


"@andrewcoye Credit where it's due @_TJ_Detweiler_ wrt the Limited Condition Transaction. Even the JPM Credit Analyst hasn't figured out yet how the company was able to draw $975mm when availability was capped at $626mm. I think they drew their RCF to prep a massive tender offer for bonds"  
[X Link](https://x.com/adjebitdax/status/1961204551760982197)  2025-08-28T23:09Z [---] followers, [---] engagements


"QVC TikTok Account Data Update [--] [--]. Total Followers & Purchases 12/9/24-9/1/25 [--]. Daily Change in Followers & Purchases 12/9/24-9/1/25 [--]. [--] Day Moving Avgs of Daily Change in Followers & Purchases 1/8/24-9/1/25 [--]. [--] DMA (same data as #3) 12/16/24-9/1/25 #qvcstats $QVCGA"  
[X Link](https://x.com/adjebitdax/status/1962470272675500041)  2025-09-01T10:59Z [---] followers, [----] engagements


"$QVCGA could use a meme-stock rally right about now https://www.wsj.com/finance/stocks/meme-stock-investors-opendoor-ceo-1da0e1d4 https://www.wsj.com/finance/stocks/meme-stock-investors-opendoor-ceo-1da0e1d4"  
[X Link](https://x.com/adjebitdax/status/1962487277470314799)  2025-09-01T12:06Z [---] followers, [----] engagements


"Time is near May [--] [----] QVC Group Inc. is evaluating options to manage its over $5 billion of debt with the help of advisers from Evercore Inc. and Kirkland & Ellis. $QVCGA Just passed Greg Maffei outside of evercore NYC - he looked in good spirits and was happy $qvcga. Likely grabbing lunch. Just passed Greg Maffei outside of evercore NYC - he looked in good spirits and was happy $qvcga. Likely grabbing lunch"  
[X Link](https://x.com/adjebitdax/status/1963656147736347082)  2025-09-04T17:31Z [---] followers, [----] engagements


"The Seahawks RT Abraham Lucas needs some work. Here he is against SF in week one getting beat on the Seahawks' final offensive snap leading to a turnover: Here he is last week pushed into his QB again leading to a turnover: https://youtu.be/05SoxjT452Ysi=LK-usX5xojzUnTBn&t=657 https://youtu.be/xnl2QGQBHccsi=Qv2NiLZdJOZuzgr2&t=665 https://youtu.be/05SoxjT452Ysi=LK-usX5xojzUnTBn&t=657 https://youtu.be/xnl2QGQBHccsi=Qv2NiLZdJOZuzgr2&t=665"  
[X Link](https://x.com/adjebitdax/status/1989407230932975971)  2025-11-14T18:56Z [---] followers, [---] engagements


"Expecting to see a $QVCGA 8k filed this afternoon tied to the $LINTA 4% due [----]. The quarterly interest was payable on Saturday The last time a coupon hit on a weekend was 11/15/2020 - PR announcing the coupon was paid came out a day later at 4:15pm ET https://investors.qvcgrp.com/investors/news-events/press-releases/detail/31/qurate-retail-announces-semi-annual-interest-payment-and https://investors.qvcgrp.com/investors/news-events/press-releases/detail/31/qurate-retail-announces-semi-annual-interest-payment-and"  
[X Link](https://x.com/adjebitdax/status/1990417311115710483)  2025-11-17T13:50Z [---] followers, [----] engagements


"$QVCGA https://investors.qvcgrp.com/investors/news-events/press-releases/detail/663/qvc-group-announces-semi-annual-interest-payment-and Expecting to see a $QVCGA 8k filed this afternoon tied to the $LINTA 4% due [----]. The quarterly interest was payable on Saturday The last time a coupon hit on a weekend was 11/15/2020 - PR announcing the coupon was paid came out a day later at 4:15pm ET https://t.co/cNzFbsvEHC https://investors.qvcgrp.com/investors/news-events/press-releases/detail/663/qvc-group-announces-semi-annual-interest-payment-and Expecting to see a $QVCGA 8k filed this afternoon tied"  
[X Link](https://x.com/adjebitdax/status/1990541582819340364)  2025-11-17T22:04Z [---] followers, [---] engagements


"This guy is posting graphs from Bloomberg to appear sophisticated but he's posting a graph of a bond that rarely trades -- it's a stub maturity the leftover remains from the September [----] tender offer. There's only $44mm outstanding today. There was $575mm before the tender. "How can you sit on your hands you're missing the move" They were braying this in August as some of us we waiting for the situation to ripen. But hey they're getting their coupons for now anyways. $QVCGA https://t.co/VvhVPP3oYz "How can you sit on your hands you're missing the move" They were braying this in August as"  
[X Link](https://x.com/adjebitdax/status/1991924848311123996)  2025-11-21T17:41Z [---] followers, [----] engagements


"@toiletkingcap The guy leading the charge (from the boardroom) on fixing the plumbing of your backed up toilet isn't giving up. He's getting a paycheck for one more year trying to save this thing. He's also got 20% voting control over the whole $QVCGA toilet thru his $QVCGB shares"  
[X Link](https://x.com/adjebitdax/status/2001043108838985768)  2025-12-16T21:33Z [---] followers, [---] engagements


"January [--] [----] - 7:26am ET Follower: 479.9k (+0.3k d/d) Purchases: 260.3k (+0.0k d/d) #hsnstats $QVCGA"  
[X Link](https://x.com/adjebitdax/status/2016010543572635726)  2026-01-27T04:49Z [---] followers, [---] engagements


"January [--] [----] - 7:02am ET Followers: 480.3k (+0.4k d/d) Purchases: 260.3k (+0.0k d/d) #hsnstats $QVCGA"  
[X Link](https://x.com/adjebitdax/status/2016119813458759950)  2026-01-27T12:03Z [---] followers, [---] engagements


"January [--] [----] - 8:13am ET Followers: 481.4k (+0.5k d/d) Purchases: 261.9k (+0.3k d/d) #hsnstats $QVCGA"  
[X Link](https://x.com/adjebitdax/status/2017224883122413580)  2026-01-30T13:14Z [---] followers, [---] engagements


"Ah yes the largest provider of cable TV services in the USA. Saw its customer declines erode from -400k in 2Q24 to +40k just [--] quarters later in 4Q25. This is a trend and not a blip. Bodes well for anything cable TV related.cough $QVCGA cough First time in five years that Charter didn't lose video subscribers. Will be interesting to see if this is a blip on the radar in a longer term downtrend or if cord cutting has leveled off $CHTR https://t.co/4VRDsxijJ1 First time in five years that Charter didn't lose video subscribers. Will be interesting to see if this is a blip on the radar in a"  
[X Link](https://x.com/adjebitdax/status/2017345368007086542)  2026-01-30T21:13Z [---] followers, [----] engagements


"January [--] [----] - 8:25am ET Followers: 482.1k (+0.7k d/d) Purchases: 262.9k (+1.0k d/d) #hsnstats $QVCGA"  
[X Link](https://x.com/adjebitdax/status/2017590928857251971)  2026-01-31T13:28Z [---] followers, [---] engagements

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

@adjebitdax Avatar @adjebitdax Lee Boothby's Burner

Lee Boothby's Burner posts on X about $qvcga, $qvcgp, in the, debt the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

Engagements: [-----] #

Engagements Line Chart

  • [--] Week [------] +958%
  • [--] Month [------] +142%
  • [--] Months [-------] +221%
  • [--] Year [-------] +79,959%

Mentions: [--] #

Mentions Line Chart

  • [--] Week [--] +292%
  • [--] Month [---] +120%
  • [--] Months [---] +197%
  • [--] Year [---] +9,633%

Followers: [---] #

Followers Line Chart

  • [--] Week [---] +15%
  • [--] Month [---] +18%
  • [--] Months [---] +144%
  • [--] Year [---] +456%

CreatorRank: [-------] #

CreatorRank Line Chart

Social Influence

Social category influence finance 33.58% stocks 6.72% technology brands 5.97% social networks 5.22% countries 2.24% nfl 1.49% financial services 1.49% cryptocurrencies 0.75% ncaa football 0.75%

Social topic influence $qvcga #1, $qvcgp #1, in the 10.45%, debt #2026, $linta #1, february 5.97%, tiktok 4.48%, $250mm #1, $rig #61, $qvcn #1

Top accounts mentioned or mentioned by @goodhousecap @hunterqvc @r2fire1 @jackson_jo96163 @mrexpendable4 @chongusu @acapitallp @commonsense6174 @yummycenturyegg @jacksonjo96163 @tedo97 @marksends @nathanchui53876 @tjdetweiler @jacqueslechan @bureax @value_screener @johnbrownnot @finalscenemusic @nikola280670

Top assets mentioned Transocean LTD. (RIG) QVC Group, Inc. (QVCGB) Kohl's Corporation (KSS) Crescent Energy Company (CRGY) Permian Resources Corporation Class A Common Stock (PR) Alphabet Inc Class A (GOOGL)

Top Social Posts

Top posts by engagements in the last [--] hours

"Here's same person telling me I am going to lose money on $QVCGP yesterday less than [--] hours ago. Now he/she is gloating about it as if he/she recommended it. This person is a clown https://x.com/yummyCenturyEgg/status/2021333458698764518s=20 $QVCGA $QVCGP You could've made 4.6x your money by picking up QVCGP at the lows yesterday. https://x.com/yummyCenturyEgg/status/2021333458698764518s=20 $QVCGA $QVCGP You could've made 4.6x your money by picking up QVCGP at the lows yesterday"
X Link 2026-02-11T16:04Z [---] followers, [----] engagements

"Crazy thought but what if $CRGY buys $PR next Overlapping acreage in Southern Delaware post $VTLE acquisition (now completed) and would put the company at [---] Mboe/d 🀯"
X Link 2026-01-22T15:26Z [---] followers, [---] engagements

"February [--] [----] - 12:32pm ET Followers: 490.0k (+1.6k d/d) Purchases: 266.5k (+0.6k d/d) #hsnstats $QVCGA"
X Link 2026-02-07T19:43Z [---] followers, [---] engagements

""Qvc in talks with creditors about possible bankruptcy filing" - Bloomberg headline hitting just now. Not good"
X Link 2026-02-10T19:25Z [---] followers, [----] engagements

"@HunterQVC Said another way why announce you're going to report earnings in [--] weeks if just [--] weeks later you were planning on filing Especially with this seasoned of a management team executive board ownership group and restructuring advisors it just doesn't make sense"
X Link 2026-02-13T20:52Z [---] followers, [---] engagements

"Lower rates eventually coming. Matter of when not if. -200bps gets us into the high 3's/low 4's % area on mortgages. Can we get there by the end of summer [----] 🚨 CNN: "That's the LOWEST annual inflation rate for core since March of [----] before the inflation crisis." https://t.co/ueVVb0BRse 🚨 CNN: "That's the LOWEST annual inflation rate for core since March of [----] before the inflation crisis." https://t.co/ueVVb0BRse"
X Link 2026-02-13T20:57Z [---] followers, [---] engagements

"$RIG offshore driller $5.7bn/$4.8bn gross/net debt $QVCGA TV retailer $7.7bn/$5.9bn gross/net 1) I've never seen "FCF" calculated like this before regardless wildly inconsistent FCF @ $RIG 2) How does $RIG have $10bn EV / $5bn mkt cap while $QVCGA is $6bn EV / $80mm mkt cap"
X Link 2026-02-05T16:34Z [---] followers, [---] engagements

"@HunterQVC @jackson_jo96163 @MrExpendable4 @ACapitalLP @chongusu @TJ_Detweiler Honestly think the price action the past few days particularly the 20mm+ $QVCGP day was due to trading algorithms post the $QVCGA related sell-off. See if it sticks next week but have a feeling volume's gonna die down some more or they are in fact going to announce bankruptcy"
X Link 2026-02-14T01:11Z [---] followers, [---] engagements

"@r2fire1 I think you need to read up on the origins of the $QVCGP shares. this is wrong"
X Link 2026-02-14T01:16Z [---] followers, [--] engagements

"See you all in a month $QVCGA https://investors.qvcgrp.com/investors/news-events/press-releases/detail/664/qvc-group-inc-announces-fourth-quarter-earnings-release https://investors.qvcgrp.com/investors/news-events/press-releases/detail/664/qvc-group-inc-announces-fourth-quarter-earnings-release"
X Link 2026-01-26T21:02Z [---] followers, [---] engagements

"$QVCGA paid me a ton of cash [--] days ago put out an 8K for earnings [--] days ago the article doesn't say much new and doesn't show how they'd handle the DTL. I'm biased but I bot more $QVCGA at $3.49/sh. I think this is the company trying to scare $LINTA holders into a deal"
X Link 2026-02-10T20:49Z [---] followers, [----] engagements

"Fingers are crossed no bad 8Ks after the close today God bless 🀞🏻 $QVCGA"
X Link 2026-02-13T19:47Z [---] followers, [---] engagements

"Freakin love this cat Have a day Ollie $QVCGA @QVC OLLIE IS LOVING THE CARLA ROCKMORE COLLECTION 😊 https://t.co/U5qKPuaoNi @QVC OLLIE IS LOVING THE CARLA ROCKMORE COLLECTION 😊 https://t.co/U5qKPuaoNi"
X Link 2026-02-14T02:33Z [---] followers, [---] engagements

"Missed this last night but further proof $QVCGA does not intend to file for bankruptcy anytime soon: https://investors.qvcgrp.com/investors/news-events/press-releases/detail/660/qvc-group-inc-announces-semi-annual-interest-payment-and https://investors.qvcgrp.com/investors/news-events/press-releases/detail/660/qvc-group-inc-announces-semi-annual-interest-payment-and"
X Link 2025-08-16T16:31Z [---] followers, [----] engagements

"OK Im going to try and be as brief and direct with you as possible as to why $QVCGA is the greatest investment to make early in [----]. And yes I am referring to the company that owns the QVC Network and Home Shopping Network along with a few furniture store brands"
X Link 2026-01-08T01:03Z [---] followers, [----] engagements

"Happy Friday - some new $QVCGA related web blog from a nice lady named Karina. They've held the top spot in [--] of the past [--] months (finished #2 in Dec). https://www.netinfluencer.com/the-top-10-highest-revenue-tiktok-shops-in-december-2025/ https://www.netinfluencer.com/top-10-tiktok-shops-in-november-2025/ https://www.netinfluencer.com/the-top-10-highest-revenue-tiktok-shops-in-december-2025/ https://www.netinfluencer.com/top-10-tiktok-shops-in-november-2025/"
X Link 2026-01-17T00:34Z [---] followers, [---] engagements

"@GoodHouseCap Yeah unclear in all these situations but my read was pot the restructuring last year and where the stock trades / where EBITDA has gone / lower cash balance vs 12/31/24 just would lean towards a more formal restructuring here with/ equity impairment but total guess here"
X Link 2026-01-21T13:41Z [---] followers, [---] engagements

"JPM from 1/16/26 $LINTA / $QVCN / $QVCGA Last line is what I want to highlight here. You either believe this John Malone / Greg Maffei owned company is going to execute an LME or for the first time in the history of their careers they are going to file a company for bankruptcy. One more thing before the weekend kicks off here's an article from yday afternoon -- not even the pros have new info. Right now we are in wait and see mode until 4Q25 earnings are released. That's it. That's the tweet. $QVCGA #Veronica https://t.co/pnMfeeLnbq One more thing before the weekend kicks off here's an"
X Link 2026-01-26T21:26Z [---] followers, [----] engagements

"Whats that you say The same business model as TikTok shop from Google No😱 $QVCGA #YouTube #Affiliates YouTube Shopping Affiliate Now only Requires [----] Subscribers and QVC and HSN have joined the program and are currently offer 40% commissions https://t.co/WQbTbR1O0r YouTube Shopping Affiliate Now only Requires [----] Subscribers and QVC and HSN have joined the program and are currently offer 40% commissions https://t.co/WQbTbR1O0r"
X Link 2026-01-30T01:13Z [---] followers, [----] engagements

"Another coupon hit this morning - $LINTA 8.25% due [----]. Lets go baby $QVCGA #nodaysoff"
X Link 2026-02-01T21:08Z [---] followers, [----] engagements

"The fed has cut rates [--] times in the last [--] years and is currently in the process of cutting rates a 13th time. [--] of those times recession (black circle) [--] of those times no recession (red circle) 10/12 = 83.3% What will happen this time (green circle) @NickTimiraos US CPI inflation dropped significantly today from 1.24% to 0.86% in our independent price data the lowest since [----]. Truflation US CPI today: 0.86% Y/Y The biggest downward drivers were: [--]. Utilities down -0.13% [--]. Clothing -0.08% [--]. Housing -0.05% [--]. Transport -0.05% [--]. Food https://t.co/HFef56JGyl US CPI inflation dropped"
X Link 2026-02-03T14:00Z [---] followers, [---] engagements

"February [--] [----] - 8:45am ET Followers: 487.2k (+1.3k d/d) Purchases: 265.4k (+0.4k d/d) #hsnstats $QVCGA"
X Link 2026-02-05T14:10Z [---] followers, [---] engagements

"February [--] [----] - 8:45am ET Followers: 1100k+ (unch past [--] days or +0.0k/d) Purchases: 2400k+ (+100k+ past [--] days or +8.3k/d) #qvcstats $QVCGA"
X Link 2026-02-05T14:12Z [---] followers, [---] engagements

"QVC TikTok Account Data Update [--] [--]. Total Followers & Purchases 12/9/24-2/5/26 [--]. [--] Day Moving Avgs of Daily Change in Followers & Purchases 1/8/25-2/5/26 [--]. [--] Day Moving Avgs of Daily Change in Followers & Purchases 3/9/25-2/5/26 [--]. Summary Table #qvcstats $QVCGA"
X Link 2026-02-05T14:13Z [---] followers, [----] engagements

"Keep in mind $RIG EBITDA $1.2bn Capex $200mm/yr Interest $525mm/yr & Taxes $90mm/yr = $385mm FCF/yr Biz environment been great for $RIG last four years however oil prices have been going down for four straight years and look set to continue. Negative outlook in my view"
X Link 2026-02-05T16:36Z [---] followers, [---] engagements

"Meanwhile $QVCGA EBITDA $1.0bn Capex $250mm Interest $525mm/yr & Taxes $90mm/yr = $135mm FCF/yr Biz environment been putrid for $QVCGA w/ home sales -40% vs [----] last 4yrs; rates starting to drop though and in next 1-2 years we should see a rebound in home sales"
X Link 2026-02-05T16:37Z [---] followers, [---] engagements

"The fact that $RIG never went bankrupt despite having net leverage of 5.4x-8.2x over 2019-23 including COVID is insane. They've missed EBITDA targets nearly every year and continue to dilute their equity w/ these debt-for-equity swaps. If they didn't go bk neither will $QVCGA"
X Link 2026-02-05T16:44Z [---] followers, [---] engagements

"@John_Brown_Not Oil & Gas vs retail every single offshore driller filed for bankruptcy 2019-20 except $RIG as the sector continued to be treated like it was no longer necessary especially given how far fracking had come along. Similar vibes with $QVCGA & how Amazon and others came along"
X Link 2026-02-05T16:56Z [---] followers, [---] engagements

"@John_Brown_Not Sure its not apples to apples biz models but distressed sector plays if I gave one a choice chances are in [----] theyd choose $QVCGA over $RIG. So with that logic why cant $QVCGA be worth $10bn today too or at least more than $RIG"
X Link 2026-02-05T16:58Z [---] followers, [---] engagements

"Couple questions on $QVCGA TikTok sales and have purchases bottomed came up. If we take HSN and QVC rev from Fastmoss and add up the prior [--] days today was $10.4mm. That trailing [--] day metric bottomed at $8.3mm on 1/21/26 (4 weeks after Christmas) and has been rising since"
X Link 2026-02-05T19:45Z [---] followers, [----] engagements

"Ja'Kobi Lane to the Seahawks at the end of Round [--] is an absolute steal in the upcoming [----] NFL Draft"
X Link 2026-02-06T18:21Z [---] followers, [--] engagements

"February [--] [----] - 8:15am ET Followers: 491.2k (+1.2k d/d) Purchases: 267.0k (+0.5k d/d) #hsnstats $QVCGA"
X Link 2026-02-08T13:16Z [---] followers, [---] engagements

"The people who continue to refer to Sam Darnold as a Flacco or Foles journeyman style QB are idiots. The kid is elite and has won [--] games on two separate teams the last two seasons. You all need to face reality this is the #3 pick in the draft and hes been playing like it"
X Link 2026-02-08T17:18Z [---] followers, [----] engagements

"Never a doubt Lets freakin go boys #SammyD #Seahawks #USChawks #USC #BigCat #LeonardWilliams #Darnold Sam Darnolds Career 2018-20 Jets 13-25 with Darnold 0-10 without Darnold 2021-22 Panthers 5-7 w/ Darnold 4-13 w/o Darnold Head Coaches Todd Bowles Adam Gase Matt Rhule Steve Wilks Sam Darnold is NOT the problem. Sam Darnold is elite 😀 Sam Darnolds Career 2018-20 Jets 13-25 with Darnold 0-10 without Darnold 2021-22 Panthers 5-7 w/ Darnold 4-13 w/o Darnold Head Coaches Todd Bowles Adam Gase Matt Rhule Steve Wilks Sam Darnold is NOT the problem. Sam Darnold is elite 😀"
X Link 2026-02-09T04:24Z [---] followers, [---] engagements

"February [--] [----] - 5:45am ET Followers: 492.5k (+1.3k d/d) Purchases: 267.5k (+0.5k d/d) #hsnstats $QVCGA"
X Link 2026-02-09T10:47Z [---] followers, [---] engagements

"Sam Darnold is a Super Bowl champion #USChawks"
X Link 2026-02-09T10:49Z [---] followers, [---] engagements

"Yes it remains a bad idea to bet against Sam Darnold you ignorant slut God I hope you lost money on the Super Bowl last night. @adjebitdax @BarstoolBigCat It is Wait for the playoffs🀣 https://t.co/was7qpJHrY @adjebitdax @BarstoolBigCat It is Wait for the playoffs🀣 https://t.co/was7qpJHrY"
X Link 2026-02-09T19:38Z [---] followers, [---] engagements

"Jordan Palmer on Darnold/SEA: "This is a repeatable pattern. Wait until you see how good the Seahawks are going to be in three years when he's not learning the system like he did all offseason. Anybody who thinks it all came together this year no this is how dynasties start.""
X Link 2026-02-09T20:46Z [---] followers, [---] engagements

"UAE's Mubadala Capital is buying one of the world's top three owners of billboards.what could possibly go wrong https://www.wsj.com/business/deals/mubadala-to-buy-clear-channel-outdoor-holdings-ffebed8cmod=business_feat1_deals_pos1 https://www.wsj.com/business/deals/mubadala-to-buy-clear-channel-outdoor-holdings-ffebed8cmod=business_feat1_deals_pos1"
X Link 2026-02-09T23:54Z [---] followers, [---] engagements

"@JacquesLeChan Theyll be fine"
X Link 2026-02-10T00:43Z [---] followers, [--] engagements

"@watt_direction what's your take on UK politics right now -- specifically if Keir Starmer were to step down is there anyone you'd vouch for Thanks"
X Link 2026-02-10T01:00Z [---] followers, [--] engagements

"More evidence CPI is about to freefall. 1) We're not going to have the one-time effect of implementing new tariffs in [----] like we did in [----]. 2) There won't be a "pull-forward" effect like we saw late 4Q24/Jan '25 to get ahead of the tariffs. Get ready for inflation to drop"
X Link 2026-02-10T01:11Z [---] followers, [---] engagements

"February [--] [----] - 7:57am ET Followers: 493.8k (+1.3k d/d) Purchases: 268.0k (+0.5k d/d) #hsnstats $QVCGA"
X Link 2026-02-10T12:59Z [---] followers, [---] engagements

"Did Cardi B break up with Stefon Diggs Asking for a friend"
X Link 2026-02-10T16:24Z [---] followers, [---] engagements

"@GoodHouseCap @FinalSceneMusic Even then only 67k shares have traded as of 2:04pm ET today. This stock is just gonna be sleepy til they report in my view. $QVCGA [--] day avg volume has fallen to 83.5k in September [----] it was 225k (excluding July [--] [----] when 9mm shares traded that day)"
X Link 2026-02-10T19:13Z [---] followers, [---] engagements

"$QVCGA "Qvc in talks with creditors about possible bankruptcy filing" - Bloomberg headline hitting just now. Not good "Qvc in talks with creditors about possible bankruptcy filing" - Bloomberg headline hitting just now. Not good"
X Link 2026-02-10T19:34Z [---] followers, [----] engagements

"$QVCGP is currently is at $2/sh -- $26mm create. There's $250mm cash and 62% of $CBI at that box. Powerlift if you can"
X Link 2026-02-10T19:56Z [---] followers, 14K engagements

"This is free falling right now. There's $20 worth of cash per $QVCGP inside of the $QVCGA box before you add any of the 62% ownership in $CBI. It's trading at $2/sh and it's frozen 10x opp if it stays here more if it falls. I know I sound crazy but I will be lifting if able"
X Link 2026-02-10T20:04Z [---] followers, [----] engagements

"@chongusu there's $0 debt only the $1300mm of $QVCGP which at $2/sh trades worth $26mm. There's $250mm cash and 62% ownership of $CBI which has $0 debt as well and $79mm of cash"
X Link 2026-02-10T20:33Z [---] followers, [---] engagements

"@commonsense6174 I'll take option #2 for $400 Alex"
X Link 2026-02-10T20:46Z [---] followers, [---] engagements

"@ACapitalLP @MrExpendable4 @chongusu Brother. read two tweets above you https://x.com/adjebitdax/status/2021321605457027290s=20 @chongusu there's $0 debt only the $1300mm of $QVCGP which at $2/sh trades worth $26mm. There's $250mm cash and 62% ownership of $CBI which has $0 debt as well and $79mm of cash. https://x.com/adjebitdax/status/2021321605457027290s=20 @chongusu there's $0 debt only the $1300mm of $QVCGP which at $2/sh trades worth $26mm. There's $250mm cash and 62% ownership of $CBI which has $0 debt as well and $79mm of cash"
X Link 2026-02-10T20:55Z [---] followers, [---] engagements

"@jackson_jo96163 @ACapitalLP @MrExpendable4 @chongusu its all in the $QVCGA box same box teh $QVCGP is issued out of. So if there is a bankruptcy the $QVCGP would need to be 100% recovered before $QVCGA receives any of that cash. Since there's $1300mm of $QVCGP and only $250mm of cash + 62% of CBI it'd be likely $QVCGA gets $0"
X Link 2026-02-10T21:01Z [---] followers, [---] engagements

"@jackson_jo96163 @ACapitalLP @MrExpendable4 @chongusu Everything I said above is correct"
X Link 2026-02-10T21:08Z [---] followers, [---] engagements

"Issued out of a separate credit box. Would be on LINTA and QVCN to pay it. Show me exactly where it says parent co has guaranteed payment of the LINTA DTL. $QVCGA $QVCGP $QVCGA $QVCGP This is wrong. There's also $850M of DTL that will come due. That's always been the central question in this restructuring. The range of outcome for $QVCGP is a lot wider from a donut to a lot more than $2.50 per share. You need to come up with a view on how $QVCGA $QVCGP This is wrong. There's also $850M of DTL that will come due. That's always been the central question in this restructuring. The range of"
X Link 2026-02-10T21:21Z [---] followers, [----] engagements

"@yummyCenturyEgg Again show me where the DTL is specifically tied to $QVCGA"
X Link 2026-02-10T21:24Z [---] followers, [---] engagements

"Egg man voraciously asking ChatGPT to prove me wrong right now @yummyCenturyEgg Exactly. @yummyCenturyEgg Exactly"
X Link 2026-02-10T21:32Z [---] followers, [----] engagements

"@FinalSceneMusic @GoodHouseCap @HunterQVC Senora dude relax. There's next to nothing new mentioned in this article the language around the "new news" is all "potential" and they don't even quote the leak for this story when talking about the $1.7bn DTL. https://x.com/adjebitdax/status/2021325743066599485s=20 $QVCGA paid me a ton of cash [--] days ago put out an 8K for earnings [--] days ago the article doesn't say much new and doesn't show how they'd handle the DTL. I'm biased but I bot more $QVCGA at $3.49/sh. I think this is the company trying to scare $LINTA holders into a deal."
X Link 2026-02-10T21:36Z [---] followers, [---] engagements

"@yummyCenturyEgg Please read my blogggggg"
X Link 2026-02-11T00:34Z [---] followers, [---] engagements

"@tedo97 @grok $250mm of cash + 62% ownership of subsidiary Cornerstone Brands (CBI) at the QVCGA/QVCGP level. The Ps are with $1300mm face so even if just take the cash (250/1300=$19.2 per pref) its way more than the $2.7 it trades at today. CBI is cherry on top"
X Link 2026-02-11T00:53Z [---] followers, [---] engagements

"February [--] [----] - 8:44am ET Followers: 494.7k (+0.9k d/d) Purchases: 268.4k (+0.4k d/d) #hsnstats $QVCGA"
X Link 2026-02-11T13:45Z [---] followers, [---] engagements

"$QVCGP is ripping -- 481k shares have changed hands it's currently not trading because of this fury of volume (broker temporarily suspended traded similar to $QVCGA yday on the way down). Stay tuned. Already surpassed yday's opening level"
X Link 2026-02-11T14:59Z [---] followers, [----] engagements

"@marksends Apologies thought you meant $QVCGB -- Malone owns $0 of the $QVCGB. He does own $QVCGP as does Maffei. Ideally they pool their positions with enough investors to have a simple majority and wipe out the preff for $15-20 cents on the dollar"
X Link 2026-02-11T15:09Z [---] followers, [---] engagements

"@NathanChui53876 @marksends If this thing files for bankruptcy protection I still think the $QVCGA shares receive absolutely nothing in a true court-run bankruptcy process. If there is an out-of-court LME I expect the A shares to stay alive and do quite well"
X Link 2026-02-11T15:15Z [---] followers, [---] engagements

"Bruh what in the world is going on right now Volume is off the charts $QVCGP $QVCGA $QVCGP is ripping -- 481k shares have changed hands it's currently not trading because of this fury of volume (broker temporarily suspended traded similar to $QVCGA yday on the way down). Stay tuned. Already surpassed yday's opening level. https://t.co/Q1qUDa3D4z $QVCGP is ripping -- 481k shares have changed hands it's currently not trading because of this fury of volume (broker temporarily suspended traded similar to $QVCGA yday on the way down). Stay tuned. Already surpassed yday's opening level."
X Link 2026-02-11T15:20Z [---] followers, [----] engagements

"No idea what is happening $QVCGP $QVCGA Bruh what in the world is going on right now Volume is off the charts $QVCGP $QVCGA https://t.co/N0hmskZEsA Bruh what in the world is going on right now Volume is off the charts $QVCGP $QVCGA https://t.co/N0hmskZEsA"
X Link 2026-02-11T15:28Z [---] followers, [----] engagements

"@Nikola280670 @NathanChui53876 @marksends Yes but these are all at different boxes. $QVCGP has structural seniority over the $QVCN debt when it comes to the assets in the box the $QVCGP was issued"
X Link 2026-02-11T15:33Z [---] followers, [---] engagements

"@MarekRoydener i don't think you understand the magnitude of the volume. this is not panic buying"
X Link 2026-02-11T15:39Z [---] followers, [---] engagements

"@MarekRoydener 6.7mm shares have changed hands now today. thats 100x the [--] day average volume 100x would not be a panic scramble buy. something else happening"
X Link 2026-02-11T15:40Z [---] followers, [---] engagements

"Hale Holden Carla Casella Bill Reuter Karru Martinson -- where are you guys $QVCGP is up +218% today $QVCGA fell -67% yday The people need information from the pros and all of you are asleep at the wheel Get it together @Barclays @jpmorgan @BankofAmerica @Jefferies"
X Link 2026-02-11T16:00Z [---] followers, [----] engagements

"@yummyCenturyEgg Brother/Sister I asked you to give me the facts and you can't. You referred me to a blog. Take a screenshot of the exact portion of the agreements if you need to - do whatever you must - but prove to me that any of the DTL is contractually obligated to be paid by $QVCGA ya cant"
X Link 2026-02-11T16:15Z [---] followers, [---] engagements

"@MSPAthletics @inglec Ask the Vikings GM how thats going"
X Link 2026-02-11T16:44Z [---] followers, [---] engagements

"Big Cat Leonard Williams is the man lol "I'm not fuckin leavin" #Seahawks #USChawks"
X Link 2026-02-11T18:36Z [---] followers, [---] engagements

"Ernest Jones also the man Quite possibly one of the best Super Bowl winning speeches of all time"
X Link 2026-02-11T18:38Z [---] followers, [---] engagements

"Some more on the $QVCGA potential restructuring news though it's largely a regurgitation of yesterday's reports and also has some stale info.the $21mm highlighted below was paid [--] days ago and Zulily was sold in May 2023"
X Link 2026-02-11T22:08Z [---] followers, [----] engagements

"February [--] [----] - 10:41am ET Followers: 496.2k (+1.5k d/d) Purchases: 269.0k (+0.6k d/d) #hsnstats $QVCGA"
X Link 2026-02-12T15:43Z [---] followers, [---] engagements

"@bureax @MoisesBraun @Barclays @jpmorgan @BankofAmerica @Jefferies 60/40 (60% it works out) is my view"
X Link 2026-02-12T16:05Z [---] followers, [--] engagements

"No bueno for homegood sales https://www.wsj.com/economy/housing/homes-sales-in-january-post-biggest-monthly-decline-in-nearly-four-years-eae1ab61 https://www.wsj.com/economy/housing/homes-sales-in-january-post-biggest-monthly-decline-in-nearly-four-years-eae1ab61"
X Link 2026-02-12T16:12Z [---] followers, [---] engagements

"Been stuck in the 4mm area. Yet this number was much higher as recently as Jan [----] it was 6.43mm Know it looks bad but I don't think we can hang here much longer - once we start lapping the months where the USA implemented Tariffs I expect CPI to freefall & thus home sales"
X Link 2026-02-12T16:18Z [---] followers, [---] engagements

"I now think this may have been from the $QVCGA RCF lenders. Down not out. $QVCGA paid me a ton of cash [--] days ago put out an 8K for earnings [--] days ago the article doesn't say much new and doesn't show how they'd handle the DTL. I'm biased but I bot more $QVCGA at $3.49/sh. I think this is the company trying to scare $LINTA holders into a deal. https://t.co/gIr6E8p7Wt $QVCGA paid me a ton of cash [--] days ago put out an 8K for earnings [--] days ago the article doesn't say much new and doesn't show how they'd handle the DTL. I'm biased but I bot more $QVCGA at $3.49/sh. I think this is the"
X Link 2026-02-12T18:11Z [---] followers, [----] engagements

"@HunterQVC They would either accelerate and pre-release earnings concurrent with filing for bankruptcy or they would just not report until they needed to in bankruptcy court. That's why them announcing the 4Q25 earnings date less than [--] weeks ago doesn't make any sense"
X Link 2026-02-13T20:50Z [---] followers, [---] engagements

"@HunterQVC @jackson_jo96163 @MrExpendable4 @ACapitalLP @chongusu @TJ_Detweiler There's zero way the company purchased any preff this week given its restricted as well (judging by the leak this week). Even if they did it'd have to be 25% of the preff so as not to trigger a creeping tender offer"
X Link 2026-02-14T01:05Z [---] followers, [---] engagements

"Listen it's early February so please take this with a gigantic grain of salt. I'm a bit shocked by the losses $QVCGA is experiencing on TV; while I think TikTok is the right answer it needs to grow tremendously between now and October [--] for this company to have a shot"
X Link 2026-02-07T09:32Z [---] followers, [----] engagements

"February [--] [----] - 8:17am ET Followers: 497.7k (+1.5k d/d) Purchases: 269.6k (+0.6k d/d) #hsnstats $QVCGA"
X Link 2026-02-13T16:43Z [---] followers, [---] engagements

"This November [----] Liberty Investor Day question for Greg Maffei about $QVCGA ($QRTEA at the time)man I hope this is still their attitude. Any interest in discussing an equity trading like a "deep out of the money call option" A $QRTEA (QVC and HSN) investor framed the opportunity at the end of the #libertyinvestorday meeting. Take a listen: Interested https://t.co/z3M17DBZII Any interest in discussing an equity trading like a "deep out of the money call option" A $QRTEA (QVC and HSN) investor framed the opportunity at the end of the #libertyinvestorday meeting. Take a listen: Interested"
X Link 2026-02-14T05:31Z [---] followers, [---] engagements

"August [--] [----] - 7:55am ET Followers: 738.8k (+2.2k d/d) Purchases: 911.2k (+5.3k d/d) #qvcstats $QVCGA"
X Link 2025-08-28T11:57Z [---] followers, [---] engagements

"Another 130k shares have traded in the first [--] mins today - whatever's happening is in fact happening. +16% ($7.27/sh) $QVCGA OK now we got some volume baby 129k shares in the first [--] mins $QVCGA OK now we got some volume baby 129k shares in the first [--] mins $QVCGA"
X Link 2025-08-28T13:40Z [---] followers, [----] engagements

"@senorarobot2 Frankly I am hoping the stock tanks on a bond deal - but only so I can buy more with the proceeds from said bond deal. Hoping we get some non-bankruptcy filing news in the coming weeks. Would be great to see this company's lifeline get extended a few more years. $QVCGA"
X Link 2025-08-28T13:50Z [---] followers, [---] engagements

"Volume has been fading the last hour or so -- TBD if it will pick up in the afternoon. Looks like someone/some fund put on a sizable position. Regardless there's really been nothing news-wise to drive $QVCGA higher. Need to wait for the inevitable restructuring announcement. Another 130k shares have traded in the first [--] mins today - whatever's happening is in fact happening. +16% ($7.27/sh) $QVCGA Another 130k shares have traded in the first [--] mins today - whatever's happening is in fact happening. +16% ($7.27/sh) $QVCGA"
X Link 2025-08-28T15:12Z [---] followers, [---] engagements

"@evrythingNYG @isnccksn @RapSheet Mack Trade: OAK gets two 1sts a 3rd and a 6th CHI gets Mack a 2nd and a 5th Parsons Trade: DAL gets two 1sts and 3x Pro Bowler GB gets Parsons I think you might be the clown with this take my guy (or gal)"
X Link 2025-08-28T21:37Z [---] followers, [---] engagements

"August [--] [----] - 5:23am ET Followers: 740.7k (+1.9k d/d) Purchases: 918.6k (+7.4k d/d) #qvcstats $QVCGA"
X Link 2025-08-29T09:25Z [---] followers, [---] engagements

"@planert41 These are still out of the money but what if there's a restructuring in September [----] that causes the stock price to exceed $25/sh -- these would become in the money ($25/sh given the [--] for [--] reverse stock split in May 2025).this is getting very interesting $QVCGA"
X Link 2025-08-29T13:47Z [---] followers, [---] engagements

"@senorarobot2 @planert41 Yes those are it they were written (sold) pre stock split so the right to purchase [-------] shares (which divided by [--] is [-----] shares today) at $0.50/sh (now $25/sh). If $QVCGA were at $50 by 10/17/25 these would be worth $585300"
X Link 2025-08-29T14:04Z [---] followers, [---] engagements

"Any $QVCGA peeps in NYC We need to have a rendezvous in two weeks if a debt restructuring deal is announced and the equity is not touched"
X Link 2025-08-29T19:40Z [---] followers, [---] engagements

"August [--] [----] - 7:30am ET Followers: 744.2k (+3.5k d/d) Purchases: 925.0k (+6.4k d/d) #qvcstats $QVCGA"
X Link 2025-08-30T11:32Z [---] followers, [---] engagements

"August [--] [----] - 6:18am ET Followers: 750.1k (+5.9k d/d) Purchases: 933.6k (+8.6k d/d) #qvcstats $QVCGA"
X Link 2025-08-31T10:20Z [---] followers, [---] engagements

"@toiletkingcap $QVCGA +4% (and hopefully a sht ton more) 130k shares traded in first [--] mins. [--] day avg volume is 300k. 172k so far today thru 11:20a ET. Restructuring announcement is incredibly imminent in my view"
X Link 2025-09-02T15:22Z [---] followers, [---] engagements

"Food for thought. why would Malone and Maffei allow this absolute gem of an asset to file for bankruptcy SPOILER: They won't $QVCGA $WMT"
X Link 2026-01-26T19:58Z [---] followers, [----] engagements

"@the_prince60250 I don't think Malone wants to prevent himself from taking cash out of the company if this starts to work out. They likely intend to pay this thing off at maturity prolly with a bond. I'd also expect to see them use some of the $241mm at QVCGA to buy the prefs back (@ $16=$204mm)"
X Link 2025-05-12T19:57Z [---] followers, [---] engagements

"May [--] [----] - 7:31am ET Followers: 566.4k (+2.6k d/d) Purchases: 402.2k (+5.5k d/d) #qvcstats $QVCGA"
X Link 2025-05-16T11:33Z [---] followers, [----] engagements

"Mick & I don't agree on everything here but he does a solid job summarizing the situation in this thread. $QVCGA"
X Link 2025-05-19T19:24Z [---] followers, [----] engagements

"June [--] [----] - 10:40am ET Followers: 602.7k (+1.0k d/d) Purchases: 508.0k (+4.1k d/d) #qvcstats $QVCGA"
X Link 2025-06-23T14:41Z [---] followers, [----] engagements

"$SKX bot by 3G Capital in May [----] for $9.42bn cash $SKX in [----] Sales: $9.0bn EBITDA: $1202mm Capex: -$416.8mm FCF: +$270.6mm [----] analysts see capex $600mm; cash interest $550mm given the new financing. I know a company with similar #s. $QVCGA https://tinyurl.com/y953nkr6 https://tinyurl.com/y953nkr6"
X Link 2025-06-27T14:00Z [---] followers, [----] engagements

"@pickeringenergy @dan_murphy brotha sunscreen is your friend"
X Link 2025-06-27T16:30Z [---] followers, [---] engagements

"Just [--] days & 327k purchases ago πŸ‘€ πŸŽ‰πŸ₯³πŸŽ‰πŸ₯³ Over 300k πŸš€πŸŒ— $QVCGA https://t.co/WxwwMeDcSg πŸŽ‰πŸ₯³πŸŽ‰πŸ₯³ Over 300k πŸš€πŸŒ— $QVCGA https://t.co/WxwwMeDcSg"
X Link 2025-07-12T19:45Z [---] followers, [----] engagements

"Ask yourself If a RADIO company can get a debt deal done to extend $4.8bn of maturities by three years; haircut debt by 10%; and keep cash interest unchanged then why cant a company that sells products on TV w/ 2x sales more FCF and more EBITDA extend its RCF $QVCGA $IHRT"
X Link 2025-07-17T16:37Z [---] followers, [----] engagements

"$KSS getting meme stock'd today. Had a [---] SI Ratio this morning. $QVCGA SI Ratio is [---] right now. That said only 7% of the float is short today vs 49% at $KSS. Something to keep an eye on given the stock is up +12% right now (while $KSS is +28% & was up 75%+ earlier)"
X Link 2025-07-22T14:05Z [---] followers, [----] engagements

"To be clear I don't think this rally has any legs to stand on. $QVCGA will rally one day (in my view) but today is not that day. For $QVCGA to realize a normal valuation fundamentals need to improve and (ideally) debt needs to be haircut. $KSS getting meme stock'd today. Had a [---] SI Ratio this morning. $QVCGA SI Ratio is [---] right now. That said only 7% of the float is short today vs 49% at $KSS. Something to keep an eye on given the stock is up +12% right now (while $KSS is +28% & was up 75%+ earlier). $KSS getting meme stock'd today. Had a [---] SI Ratio this morning. $QVCGA SI Ratio is 4.0"
X Link 2025-07-22T14:31Z [---] followers, [----] engagements

"How I see things playing out w/ $QVCGA next 3mo: - Aug 1: pay LINTA 8.25% coup - Aug 7: report 2Q25 earnings (nothing great nothing horrifying) - Mid-Aug/Oct: announce RCF extension (likely at lower $ commitment maybe some as TL) & tender for QVCGP and/or LINTA non-ex notes"
X Link 2025-07-25T21:15Z [---] followers, [----] engagements

"If $QVCGA can restructure its $QVCGP shares and eliminate them altogether that will open up the door to share buybacks. I know that sounds crazy today but in time this could prove prescient. 8mm shares @ $3/sh = $24mm.can easily see the company buying back half the stock"
X Link 2025-08-01T17:33Z [---] followers, [----] engagements

"Continue to believe the $LINTA non-exchangeable bonds are the best way to play $QVCGA today. I see those and the $QVCGP shares as the most likely targets of an out of court restructuring. Only other option I can see on the table is filing the company"
X Link 2025-08-07T18:10Z [---] followers, [----] engagements

"$QVCGA's bank lenders are signing cooperation agreements. Reads to me they're getting scared due to their "equal footing with creditors holding roughly $2bn in secured bonds". Hopefully this means we see some out-of-court restructuring news soon. https://www.wsj.com/articles/qvcs-top-lenders-join-forces-to-fend-off-potential-unfavorable-debt-deals-5f7d9b17st=U2ZgRx https://www.wsj.com/articles/qvcs-top-lenders-join-forces-to-fend-off-potential-unfavorable-debt-deals-5f7d9b17st=U2ZgRx"
X Link 2025-08-13T22:14Z [---] followers, [----] engagements

"Also while there's zero mention of it in the article I would note that if in fact a "Limited Condition Transaction" were to be taking place soon this would be a strong indicator of its likelihood increasing. Why else would this news break now just days after earnings $QVCGA"
X Link 2025-08-13T22:57Z [---] followers, [----] engagements

"QVC TikTok Account Data Update [--] [--]. Total Followers & Purchases 12/9/24-8/15/25 [--]. Daily Chg in Followers & Purchases 12/9/24-8/15/25 [--]. [--] Day Moving Avgs of Daily Change in Followers & Purchases 1/8/24-8/15/25 [--]. NEW - [--] Day Moving Avgs (same data as #3) #qvcstats $QVCGA"
X Link 2025-08-15T12:36Z [---] followers, [----] engagements

"Still a firm believer $LINTA non-exchangebales & $QVCGP get targeted in an out of court debt restructuring (i.e. tender offer) from the company $QVCGA. $2100mm of debt trading at a market value of $190mm today.there's $567mm of cash sitting outside of $QVCN today. Continue to believe the $LINTA non-exchangeable bonds are the best way to play $QVCGA today. I see those and the $QVCGP shares as the most likely targets of an out of court restructuring. Only other option I can see on the table is filing the company. Continue to believe the $LINTA non-exchangeable bonds are the best way to play"
X Link 2025-08-15T14:19Z [---] followers, [----] engagements

"So there's no way they'd pay these coupons if $QVCN were filing. $QVCGA is very clearly preparing a debt tender offer that should be unveiled soon (they've just secured the management team next is the cap stack/RCF) my guess is sometime in the next three weeks (i.e. by 9/5/25)"
X Link 2025-08-16T16:42Z [---] followers, [---] engagements

""QVC Group Downgraded to CCC by S&P Outlook Negative" $QVCGA"
X Link 2025-08-26T14:40Z [---] followers, [----] engagements

"OK now we got some volume baby 129k shares in the first [--] mins $QVCGA"
X Link 2025-08-27T13:51Z [---] followers, [----] engagements

"Not sure if this is what is driving the stock today but $QVCGA is hiring people for it's newly relocated HSN operation in PA. Regardless now 280k shares have changed hands in the first [--] minutes of mkt open today. https://www.inquirer.com/consumer/qvc-jobs-west-chester-hiring-20250827.html OK now we got some volume baby 129k shares in the first [--] mins $QVCGA https://www.inquirer.com/consumer/qvc-jobs-west-chester-hiring-20250827.html OK now we got some volume baby 129k shares in the first [--] mins $QVCGA"
X Link 2025-08-27T14:19Z [---] followers, [---] engagements

"Patiently waiting. $QVCGP $1300mm deleted $LINTA $792mm non-exchangeable bonds deleted $QVCN $500mm bonds deleted $QVCN revolver refinanced w/ a $675-750mm super-senior TL & an extension + lower facility limit $2.6bn debt goes poof disappears $QVCGA https://www.youtube.com/watchv=AeHzHNGdLAU https://www.youtube.com/watchv=AeHzHNGdLAU"
X Link 2025-08-27T14:29Z [---] followers, [----] engagements

"@andrewcoye Credit where it's due @TJ_Detweiler wrt the Limited Condition Transaction. Even the JPM Credit Analyst hasn't figured out yet how the company was able to draw $975mm when availability was capped at $626mm. I think they drew their RCF to prep a massive tender offer for bonds"
X Link 2025-08-28T23:09Z [---] followers, [---] engagements

"QVC TikTok Account Data Update [--] [--]. Total Followers & Purchases 12/9/24-9/1/25 [--]. Daily Change in Followers & Purchases 12/9/24-9/1/25 [--]. [--] Day Moving Avgs of Daily Change in Followers & Purchases 1/8/24-9/1/25 [--]. [--] DMA (same data as #3) 12/16/24-9/1/25 #qvcstats $QVCGA"
X Link 2025-09-01T10:59Z [---] followers, [----] engagements

"$QVCGA could use a meme-stock rally right about now https://www.wsj.com/finance/stocks/meme-stock-investors-opendoor-ceo-1da0e1d4 https://www.wsj.com/finance/stocks/meme-stock-investors-opendoor-ceo-1da0e1d4"
X Link 2025-09-01T12:06Z [---] followers, [----] engagements

"Time is near May [--] [----] QVC Group Inc. is evaluating options to manage its over $5 billion of debt with the help of advisers from Evercore Inc. and Kirkland & Ellis. $QVCGA Just passed Greg Maffei outside of evercore NYC - he looked in good spirits and was happy $qvcga. Likely grabbing lunch. Just passed Greg Maffei outside of evercore NYC - he looked in good spirits and was happy $qvcga. Likely grabbing lunch"
X Link 2025-09-04T17:31Z [---] followers, [----] engagements

"The Seahawks RT Abraham Lucas needs some work. Here he is against SF in week one getting beat on the Seahawks' final offensive snap leading to a turnover: Here he is last week pushed into his QB again leading to a turnover: https://youtu.be/05SoxjT452Ysi=LK-usX5xojzUnTBn&t=657 https://youtu.be/xnl2QGQBHccsi=Qv2NiLZdJOZuzgr2&t=665 https://youtu.be/05SoxjT452Ysi=LK-usX5xojzUnTBn&t=657 https://youtu.be/xnl2QGQBHccsi=Qv2NiLZdJOZuzgr2&t=665"
X Link 2025-11-14T18:56Z [---] followers, [---] engagements

"Expecting to see a $QVCGA 8k filed this afternoon tied to the $LINTA 4% due [----]. The quarterly interest was payable on Saturday The last time a coupon hit on a weekend was 11/15/2020 - PR announcing the coupon was paid came out a day later at 4:15pm ET https://investors.qvcgrp.com/investors/news-events/press-releases/detail/31/qurate-retail-announces-semi-annual-interest-payment-and https://investors.qvcgrp.com/investors/news-events/press-releases/detail/31/qurate-retail-announces-semi-annual-interest-payment-and"
X Link 2025-11-17T13:50Z [---] followers, [----] engagements

"$QVCGA https://investors.qvcgrp.com/investors/news-events/press-releases/detail/663/qvc-group-announces-semi-annual-interest-payment-and Expecting to see a $QVCGA 8k filed this afternoon tied to the $LINTA 4% due [----]. The quarterly interest was payable on Saturday The last time a coupon hit on a weekend was 11/15/2020 - PR announcing the coupon was paid came out a day later at 4:15pm ET https://t.co/cNzFbsvEHC https://investors.qvcgrp.com/investors/news-events/press-releases/detail/663/qvc-group-announces-semi-annual-interest-payment-and Expecting to see a $QVCGA 8k filed this afternoon tied"
X Link 2025-11-17T22:04Z [---] followers, [---] engagements

"This guy is posting graphs from Bloomberg to appear sophisticated but he's posting a graph of a bond that rarely trades -- it's a stub maturity the leftover remains from the September [----] tender offer. There's only $44mm outstanding today. There was $575mm before the tender. "How can you sit on your hands you're missing the move" They were braying this in August as some of us we waiting for the situation to ripen. But hey they're getting their coupons for now anyways. $QVCGA https://t.co/VvhVPP3oYz "How can you sit on your hands you're missing the move" They were braying this in August as"
X Link 2025-11-21T17:41Z [---] followers, [----] engagements

"@toiletkingcap The guy leading the charge (from the boardroom) on fixing the plumbing of your backed up toilet isn't giving up. He's getting a paycheck for one more year trying to save this thing. He's also got 20% voting control over the whole $QVCGA toilet thru his $QVCGB shares"
X Link 2025-12-16T21:33Z [---] followers, [---] engagements

"January [--] [----] - 7:26am ET Follower: 479.9k (+0.3k d/d) Purchases: 260.3k (+0.0k d/d) #hsnstats $QVCGA"
X Link 2026-01-27T04:49Z [---] followers, [---] engagements

"January [--] [----] - 7:02am ET Followers: 480.3k (+0.4k d/d) Purchases: 260.3k (+0.0k d/d) #hsnstats $QVCGA"
X Link 2026-01-27T12:03Z [---] followers, [---] engagements

"January [--] [----] - 8:13am ET Followers: 481.4k (+0.5k d/d) Purchases: 261.9k (+0.3k d/d) #hsnstats $QVCGA"
X Link 2026-01-30T13:14Z [---] followers, [---] engagements

"Ah yes the largest provider of cable TV services in the USA. Saw its customer declines erode from -400k in 2Q24 to +40k just [--] quarters later in 4Q25. This is a trend and not a blip. Bodes well for anything cable TV related.cough $QVCGA cough First time in five years that Charter didn't lose video subscribers. Will be interesting to see if this is a blip on the radar in a longer term downtrend or if cord cutting has leveled off $CHTR https://t.co/4VRDsxijJ1 First time in five years that Charter didn't lose video subscribers. Will be interesting to see if this is a blip on the radar in a"
X Link 2026-01-30T21:13Z [---] followers, [----] engagements

"January [--] [----] - 8:25am ET Followers: 482.1k (+0.7k d/d) Purchases: 262.9k (+1.0k d/d) #hsnstats $QVCGA"
X Link 2026-01-31T13:28Z [---] followers, [---] engagements

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@adjebitdax
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