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# ![@amit32883 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1942219701691580416.png) @amit32883 Amit

Amit posts on X about $curv, $cato, $bgfv, $true the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1942219701691580416/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1942219701691580416/c:line/m:interactions.svg)

- [--] Week [---------] +60,977%
- [--] Month [---------] +21,844%
- [--] Months [---------] -21%
- [--] Year [---------] +19%

### Mentions: [--] [#](/creator/twitter::1942219701691580416/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1942219701691580416/c:line/m:posts_active.svg)

- [--] Month [--] -91%
- [--] Months [-----] +1,801%
- [--] Year [-----] +7,728%

### Followers: [---] [#](/creator/twitter::1942219701691580416/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1942219701691580416/c:line/m:followers.svg)

- [--] Week [---] +3.20%
- [--] Month [---] +5.50%
- [--] Months [---] +395%

### CreatorRank: [---------] [#](/creator/twitter::1942219701691580416/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1942219701691580416/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  39.72% [finance](/list/finance)  31.21% [cryptocurrencies](/list/cryptocurrencies)  7.8% [countries](/list/countries)  1.42% [celebrities](/list/celebrities)  1.42% [currencies](/list/currencies)  0.71% [musicians](/list/musicians)  0.71% [exchanges](/list/exchanges)  0.71% [technology brands](/list/technology-brands)  0.71%

**Social topic influence**
[$curv](/topic/$curv) #1, [$cato](/topic/$cato) #2, [$bgfv](/topic/$bgfv) 17.73%, [$true](/topic/$true) 6.38%, [bitcoin](/topic/bitcoin) 5.67%, [money](/topic/money) 5.67%, [in the](/topic/in-the) 4.96%, [$dxlg](/topic/$dxlg) 4.96%, [$cars](/topic/$cars) 4.26%, [stocks](/topic/stocks) 3.55%

**Top accounts mentioned or mentioned by**
[@grok](/creator/undefined) [@valleyfallsri](/creator/undefined) [@dmenace1one](/creator/undefined) [@bradley88995765](/creator/undefined) [@lnl325](/creator/undefined) [@richtrades100](/creator/undefined) [@hommiekoh](/creator/undefined) [@wealththeory](/creator/undefined) [@isnetwrk29](/creator/undefined) [@potus](/creator/undefined) [@trumpaccounts](/creator/undefined) [@kobeissiletter](/creator/undefined) [@chooserich](/creator/undefined) [@thegeorgepu](/creator/undefined) [@strategy](/creator/undefined) [@lowstakesdre](/creator/undefined) [@kladblok](/creator/undefined) [@wouldjakewood](/creator/undefined) [@abarone68](/creator/undefined) [@norejr34](/creator/undefined)

**Top assets mentioned**
[Torrid Holdings Inc. (CURV)](/topic/$curv) [Bitcoin (BTC)](/topic/bitcoin) [Cars.com Inc. (CARS)](/topic/$cars) [Strategy (MSTR)](/topic/$mstr) [CarGurus, Inc. Class A Common Stock (CARG)](/topic/$carg) [AutoNation, Inc. (AN)](/topic/$an) [Onewater Marine, Inc. (ONEW)](/topic/$onew)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$ONEW bought Ocean Bio-chem for $125M in [----] and sold it for $55M under debt duress a few days ago. Are these #s accurate @grok"  
[X Link](https://x.com/amit32883/status/2021677637043888149)  2026-02-11T20:08Z [---] followers, [---] engagements


"Two stock portfolio: 800K sh $CATO (64%) 1.52M sh $CURV (36%)"  
[X Link](https://x.com/amit32883/status/2003525096401719752)  2025-12-23T17:56Z [---] followers, [---] engagements


"Two stock 'folio $CURV $CATO"  
[X Link](https://x.com/amit32883/status/2005821761758359792)  2025-12-30T02:02Z [---] followers, [---] engagements


"Two stocks plus a cash equivalent. Torrid $CURV and Cato Fashions $CATO. I should get my refund in a matter of weeks (11-12 weeks). I have my eye on a third stock which I'm gonna rifle my $ into. It's also a microcap. #microcapplanet #microcapvolatility #microcapsonly"  
[X Link](https://x.com/amit32883/status/2005829381067768044)  2025-12-30T02:32Z [---] followers, [--] engagements


"$CATO -20% $CURV -80% Portfolio-wide down 20% maybe I dunno. Something like that. Maybe [----] better than [----] dunno"  
[X Link](https://x.com/amit32883/status/2006632945067692188)  2026-01-01T07:45Z [---] followers, [---] engagements


"$CATO $CURV two stock 'folio"  
[X Link](https://x.com/amit32883/status/2007149551413801121)  2026-01-02T17:58Z [---] followers, [---] engagements


"The below shares represent 1.8% of $CURV and 3.5% of $CATO. I have $560K in cash that's gonna take 10-11 weeks to come in. I fully intend to rifle that right into these two names in whatever ratio makes sense - probably 50/50 if I had access to the capital right now. Not advice"  
[X Link](https://x.com/amit32883/status/2007154126787088882)  2026-01-02T18:16Z [---] followers, [--] engagements


"$CURV $CATO two stock 'folio"  
[X Link](https://x.com/amit32883/status/2009093397223702918)  2026-01-08T02:42Z [---] followers, [---] engagements


"$CATO $CURV two stock folio"  
[X Link](https://x.com/amit32883/status/2009633692520726634)  2026-01-09T14:29Z [---] followers, [---] engagements


"$TRUE $CATO $CURV Three stock portfolio Hopefully I'm able to receive $601K for the $TRUE stake in the next few weeks. But who knows"  
[X Link](https://x.com/amit32883/status/2010756614433722743)  2026-01-12T16:51Z [---] followers, [---] engagements


"sold $TRUE bought $CATO $CURV back down to [--] stock 'folio"  
[X Link](https://x.com/amit32883/status/2011178641661542486)  2026-01-13T20:48Z [---] followers, [---] engagements


"i ended up buying 130k more $CURV shares for $1.15/sh. up to 1.95M sh in the co (2% of co) bought 30k more $CATO shares as well for around $3.50/sh up to 720K sh there (3.6% of co) both report Q4 in late March. $300k in margin borrowings. will be repaying also in late mar"  
[X Link](https://x.com/amit32883/status/2011188355699024042)  2026-01-13T21:27Z [---] followers, [---] engagements


"Two stocks $CURV $CATO"  
[X Link](https://x.com/amit32883/status/2011215773067624727)  2026-01-13T23:16Z [---] followers, [---] engagements


"two stock folio $CATO $CURV"  
[X Link](https://x.com/amit32883/status/2011545557903556748)  2026-01-14T21:06Z [---] followers, [---] engagements


"two stox $curv $cato purple slice is volatile as hell"  
[X Link](https://x.com/amit32883/status/2011948742232924267)  2026-01-15T23:48Z [---] followers, [---] engagements


"back down to two stock 'folio $CATO $CURV"  
[X Link](https://x.com/amit32883/status/2013995338953101646)  2026-01-21T15:21Z [---] followers, [---] engagements


"86 more days until the covered calls expire $CATO $CURV please stay low"  
[X Link](https://x.com/amit32883/status/2014002698387956005)  2026-01-21T15:50Z [---] followers, [---] engagements


"$curv volume was very high today. No clue why"  
[X Link](https://x.com/amit32883/status/2014087468622995624)  2026-01-21T21:27Z [---] followers, [--] engagements


"two stox $CATO $CURV no clue what these slices are gonna be worth by mid-year. no clue whatsoever. mr. market despises these names"  
[X Link](https://x.com/amit32883/status/2014508959315460309)  2026-01-23T01:22Z [---] followers, [--] engagements


"$CURV $CATO two stock portfolio"  
[X Link](https://x.com/amit32883/status/2016893817605996645)  2026-01-29T15:18Z [---] followers, [--] engagements


"$CATO $CURV Why is Bitcoin down today though"  
[X Link](https://x.com/amit32883/status/2016906357836837372)  2026-01-29T16:08Z [---] followers, [--] engagements


"$CATO $CURV two stock 'folio No coiner"  
[X Link](https://x.com/amit32883/status/2016911110390092034)  2026-01-29T16:27Z [---] followers, [--] engagements


"$CATO $CURV volatile day. But it is what it is"  
[X Link](https://x.com/amit32883/status/2016981563645235586)  2026-01-29T21:07Z [---] followers, [--] engagements


"$curv (torrid) reports earnings in [--] weeks or so. Zero chance they dont issue a q1 guide. Very curious what they say. I should have my refund by then. Half of it is earmarked for $curv. The other half for $cato"  
[X Link](https://x.com/amit32883/status/2016984710535139398)  2026-01-29T21:20Z [---] followers, [--] engagements


"$curv made $100m in ebitda like clockwork year after year and trades at $400m ev. Nah. Brand too good"  
[X Link](https://x.com/amit32883/status/2017003816583889379)  2026-01-29T22:35Z [---] followers, [--] engagements


"700k shares of $CATO 1.72M shares of $CURV $560K IRS refund receivable (7 weeks) I. will. figure. this. out"  
[X Link](https://x.com/amit32883/status/2017014637619757558)  2026-01-29T23:18Z [---] followers, [--] engagements


"Just took my poker winnings for January and dumped it into $curv. Picked up [----] shares for $2360"  
[X Link](https://x.com/amit32883/status/2017379593036984666)  2026-01-30T23:29Z [---] followers, [--] engagements


"End of January. Cato is up 1.67% YTD. Torrid is up 8.49% YTD"  
[X Link](https://x.com/amit32883/status/2017549301384097878)  2026-01-31T10:43Z [---] followers, [--] engagements


"Decided to commit all excess cash to my two favorite stocks $cato and $curv for the next [--] mos which should be ultra volatile. Going to save up some money for the wsop [----]. I'll try to do $20k this year. Not gonna play the main unless I run deep in an earlier tourney"  
[X Link](https://x.com/amit32883/status/2017723905708834937)  2026-01-31T22:17Z [---] followers, [--] engagements


"Two stocks entering into what should be a bloodbath in the stock market on Monday. $CATO $CURV Thank the good lord I do not borrow money for investment work"  
[X Link](https://x.com/amit32883/status/2018175699501134092)  2026-02-02T04:12Z [---] followers, [---] engagements


"$curv volume 1.1m today is insane given how thin the free float is"  
[X Link](https://x.com/amit32883/status/2018436781012615566)  2026-02-02T21:30Z [---] followers, [--] engagements


"my $MSTR video got [--] views in one day that's a lot more than my Torrid video which got [--] views in one month. i think way more people care about $MSTR (bitcoin) than Torrid so one way to get a lotta views/clicks is to post videos about bitcoin lolol https://youtu.be/TkAaILPJ-Bwsi=JS_2vbRMYfC2Tgps https://youtu.be/TkAaILPJ-Bwsi=JS_2vbRMYfC2Tgps"  
[X Link](https://x.com/amit32883/status/2018481589135802700)  2026-02-03T00:28Z [---] followers, [---] engagements


"Two stock 'folio. Obviously decoupled from the crypto-carnage. $CATO $CURV"  
[X Link](https://x.com/amit32883/status/2018482295502414313)  2026-02-03T00:30Z [---] followers, [--] engagements


"44 days until $560k refund comes in. But by then interestingly both $CATO and $CURV will probably report Q4 earnings with *some* commentary about how [----] is going. Violence awaits"  
[X Link](https://x.com/amit32883/status/2018502760119902586)  2026-02-03T01:52Z [---] followers, [---] engagements


"What everybody misses is that the stock promoter made $15B in unrealized capital gains for the legacy $mstr holders whose stake was worth only $1.1B when this journey began. Of course this gain occurred at the expense of the new wave of suckers. So you've spent [--] billion fucking dollars over the course of five fucking years and you've made $0 https://t.co/sUD8QV5wJh So you've spent [--] billion fucking dollars over the course of five fucking years and you've made $0 https://t.co/sUD8QV5wJh"  
[X Link](https://x.com/amit32883/status/2018806439805116849)  2026-02-03T21:58Z [---] followers, [---] engagements


"$CATO $CURV purple slice is destined for extreme turbulence"  
[X Link](https://x.com/amit32883/status/2018949705489637626)  2026-02-04T07:28Z [---] followers, [---] engagements


"@Bradley88995765 @Wealth_Theory I find myself enjoying listening to him speak. He has a very calming voice. Of course then I listen to the stuff he's saying and its similar to Jim Jones out in Guyana"  
[X Link](https://x.com/amit32883/status/2019169536356864293)  2026-02-04T22:01Z [---] followers, [--] engagements


"Had saylor just bought USD $mstr would have $2B more on its balance sheet"  
[X Link](https://x.com/amit32883/status/2019179055703056571)  2026-02-04T22:39Z [---] followers, [--] engagements


"She's quoting Roger Ailes lolol This is surreal. J.D. Vance praised Donald Trump for telling Kaitlan Collins to smile in the Oval Office. He called it perceptive. She was asking about girls sexually abused by Jeffrey Epstein. Thats the mindset. Dismiss survivors. Mock the journalist. Applaud the cruelty. https://t.co/sKIFMPPHV6 J.D. Vance praised Donald Trump for telling Kaitlan Collins to smile in the Oval Office. He called it perceptive. She was asking about girls sexually abused by Jeffrey Epstein. Thats the mindset. Dismiss survivors. Mock the journalist. Applaud the cruelty."  
[X Link](https://x.com/amit32883/status/2019187748335186193)  2026-02-04T23:14Z [---] followers, [--] engagements


"interesting times ahead. $cato $curv"  
[X Link](https://x.com/amit32883/status/2019217564367208608)  2026-02-05T01:12Z [---] followers, [--] engagements


"wow ABTC's market cap is massive for a -75% drawdown. damn"  
[X Link](https://x.com/amit32883/status/2019224061042196947)  2026-02-05T01:38Z [---] followers, [--] engagements


"Jackie brown is such a good movie"  
[X Link](https://x.com/amit32883/status/2019366692049285303)  2026-02-05T11:05Z [---] followers, [--] engagements


"Where'd the money go It changed hands. It was money that originally came from the sale of other assets (stocks bonds etc.) and was shuffled back and forth between crypto traders. Some won. Some lost. The exchanges made money. One trillion dollars in capitalized value. Gone. https://t.co/0G6xUIDZfr One trillion dollars in capitalized value. Gone. https://t.co/0G6xUIDZfr"  
[X Link](https://x.com/amit32883/status/2019401276854014435)  2026-02-05T13:22Z [---] followers, [--] engagements


"If you buy an asset that doesn't produce cash flows and doesnt have a balance sheet how can you intelligently value the asset"  
[X Link](https://x.com/amit32883/status/2019503677426528773)  2026-02-05T20:09Z [---] followers, [--] engagements


"one day at a time. $CURV $CATO The businesses will report earnings in [--] weeks. Yikes"  
[X Link](https://x.com/amit32883/status/2019546476586864882)  2026-02-05T22:59Z [---] followers, [--] engagements


"Interesting 2/5 hand that I wasnt involved in. Older Asian lady has KK with a club. Flop is QcJc8c Turn is 5d V goes all in. She calls. River is a club. The losing player is a hard rock pro. He mocks her play. Then when she leaves an orbit later he accuses her of hit and run"  
[X Link](https://x.com/amit32883/status/2019549467880616338)  2026-02-05T23:11Z [---] followers, [--] engagements


"watching game of thrones from the beginning season [--] episode [--]. one of the greatest works of television ever"  
[X Link](https://x.com/amit32883/status/2019583684773560656)  2026-02-06T01:27Z [---] followers, [--] engagements


"$CURV $CATO two stock folio [--] weeks until this pie chart will look extremely different for better or worse"  
[X Link](https://x.com/amit32883/status/2019880568884982147)  2026-02-06T21:07Z [---] followers, [--] engagements


"Karoline Leavitt is a repugnant human being"  
[X Link](https://x.com/amit32883/status/2019911228995551371)  2026-02-06T23:08Z [---] followers, [---] engagements


"@IS_Netwrk29 test that boy for peds"  
[X Link](https://x.com/amit32883/status/2019915285717762382)  2026-02-06T23:25Z [---] followers, [----] engagements


"I do not know how to feel about this because I have such low regard for these people. This is social engineering. A nudge toward financial literacy among people who dont have parents with the luxury or background to give them a financial education. Currently 38% of Americans have no household exposure to equities. @POTUS is changing that. @TrumpAccounts will ensure that every child every family and every household gets to become a shareholder in our great American economy. https://t.co/iI4vyo5V8Q Currently 38% of Americans have no household exposure to equities. @POTUS is changing that."  
[X Link](https://x.com/amit32883/status/2020202309435682847)  2026-02-07T18:25Z [---] followers, [--] engagements


"It actually makes a ton of sense Another professor running into the intellectual Bitcoin wall 🤣 https://t.co/FmhIEedHY7 Another professor running into the intellectual Bitcoin wall 🤣 https://t.co/FmhIEedHY7"  
[X Link](https://x.com/amit32883/status/2020231847431794752)  2026-02-07T20:23Z [--] followers, [---] engagements


"@LNL325 I follow him a bunch. I was trying to invest in his channel. But couldn't agree to terms. Interesting guy. https://youtu.be/sYOCFCaIpq0si=GG9D4CBL2B_IrwMS https://youtu.be/sYOCFCaIpq0si=GG9D4CBL2B_IrwMS"  
[X Link](https://x.com/amit32883/status/2020316872340885632)  2026-02-08T02:00Z [---] followers, [--] engagements


"Wow the patriots offense is unwatchable"  
[X Link](https://x.com/amit32883/status/2020657353314709591)  2026-02-09T00:33Z [---] followers, [---] engagements


"@KobeissiLetter None of this shit matters"  
[X Link](https://x.com/amit32883/status/2020666176389447997)  2026-02-09T01:08Z [---] followers, [--] engagements


"@grok what's the most prestigious event at winter Olympics"  
[X Link](https://x.com/amit32883/status/2020668642573115610)  2026-02-09T01:18Z [---] followers, [--] engagements


"It was tom brady"  
[X Link](https://x.com/amit32883/status/2020679950618276033)  2026-02-09T02:03Z [---] followers, [--] engagements


"Drake Maye has put on the single worst SuperBowl performance in the history of the SuperBowl"  
[X Link](https://x.com/amit32883/status/2020684676478697495)  2026-02-09T02:22Z [---] followers, [---] engagements


"Two stock portfolio. Not investment advice. $CURV $CATO https://youtu.be/7gRutT1fgmE https://youtu.be/7gRutT1fgmE"  
[X Link](https://x.com/amit32883/status/2020838275137855650)  2026-02-09T12:32Z [---] followers, [--] engagements


"@chooserich Lol who is this character"  
[X Link](https://x.com/amit32883/status/2020894413770109000)  2026-02-09T16:15Z [--] followers, [--] engagements


"Man the volatility of that purple slice is *insane.* $CURV Today so far: -5.17%. On $2M+ that's $100K+"  
[X Link](https://x.com/amit32883/status/2020950700348539323)  2026-02-09T19:59Z [---] followers, [--] engagements


"Other countries should be free to transact in whatever currency they want. If you want to support the dollar stop printing money and raise tax rates instead. US Secretary of State Marco Rubio finally waking up to the fact that Washington is losing its grip on the world as nations grow fed up with its bullying and endless sanctions against anyone who dares defy Uncle Sam. https://t.co/x1bNoPeTVh US Secretary of State Marco Rubio finally waking up to the fact that Washington is losing its grip on the world as nations grow fed up with its bullying and endless sanctions against anyone who dares"  
[X Link](https://x.com/amit32883/status/2021222070516961712)  2026-02-10T13:57Z [---] followers, [--] engagements


"Doesnt saylor already have three quarters of that She's saying that one company's digital bean stash will solve our national debt SENATOR LUMMIS SAYS PRESIDENT TRUMP IS SUPPORTING HER BILL TO BUY [--] MILLION BITCOIN ITS HAPPENING 🚀 https://t.co/vdQaNmYvCE SENATOR LUMMIS SAYS PRESIDENT TRUMP IS SUPPORTING HER BILL TO BUY [--] MILLION BITCOIN ITS HAPPENING 🚀 https://t.co/vdQaNmYvCE"  
[X Link](https://x.com/amit32883/status/2021224309713207660)  2026-02-10T14:06Z [---] followers, [--] engagements


"@grok Why would another's misfortune cause me to feel pleasure Their bitcoin losses dont enrich me in the slightest"  
[X Link](https://x.com/amit32883/status/2021752574978777274)  2026-02-12T01:05Z [---] followers, [--] engagements


"Ai could disrupt the used car listings industry $cars $carg $true. Not clear who the big winner will be. I would not place a wager on anyone here"  
[X Link](https://x.com/amit32883/status/2020924304523919383)  2026-02-09T18:14Z [---] followers, [--] engagements


"I now own 2M of $CURV (2% of the company) and 580k shares of $CATO (2.9% of the company) with $560k in cash incoming. I obv think $CURV is a superior business to $CATO by a wide margin. Might as well buy it for $1/sh"  
[X Link](https://x.com/amit32883/status/2022022609572093971)  2026-02-12T18:58Z [---] followers, [---] engagements


"@richtrades100 i listened to theri conf call re the merger. i listened real close. came away not understanding the strategy or the biz combo"  
[X Link](https://x.com/amit32883/status/2022033640079925743)  2026-02-12T19:42Z [---] followers, [--] engagements


"On or before March [--] [----] i.e. [--] days from today Torrid and Cato will have reported Q4. Torrid will issue a Q1 guide and maybe a full year guide. But that's a big maybe. Cato will not guide. No clue what will happen. Market has it sown mind. All I control is green slice"  
[X Link](https://x.com/amit32883/status/2020142685693075919)  2026-02-07T14:28Z [---] followers, [--] engagements


"great. lady who just walked into subway saw me browsing which is full of half-naked plus size women. awkward. http://torrid.com http://torrid.com"  
[X Link](https://x.com/amit32883/status/2020206747865215242)  2026-02-07T18:43Z [---] followers, [---] engagements


"To invoke a Buffett analogy these four slices are like four adjacent farms with a crop yield. Mr. Market yells quotes on them. He's barking "$2.14M" for 3.5% of the Cato Corp. and $1.87M for 1.7% of Torrid. A month from now he'll almost certainly bark very different #s"  
[X Link](https://x.com/amit32883/status/2020951840637034841)  2026-02-09T20:04Z [---] followers, [--] engagements


"@ValleyFallsRI Oh dude we are cool. You're pointing out my professional failures. And you're obviously getting something out of it. I'm kind of the same way v. Michael Saylor and $MSTR. Its a human thing called schaudenfreude or whatever taking pleasure at another's failure/misfortune"  
[X Link](https://x.com/amit32883/status/2021745971563024895)  2026-02-12T00:39Z [---] followers, [--] engagements


"@ValleyFallsRI What are your views on $mstr and bitcoin"  
[X Link](https://x.com/amit32883/status/2021753114252935411)  2026-02-12T01:07Z [---] followers, [--] engagements


"@TheGeorgePu Didn't Boyd gaming make an insane amount of money on this"  
[X Link](https://x.com/amit32883/status/2021223349230125361)  2026-02-10T14:02Z [---] followers, [---] engagements


"For $CURV there's some algorithm I guess bidding $0.05 for the $2.50 [---] days out. [---] days out is a long ass time. Ain't no tellin where this stock will be by then. It'll be ultra volatile; that much is certain. It seems like Torrid's fate is either [--] or 3+"  
[X Link](https://x.com/amit32883/status/2021241572470239440)  2026-02-10T15:15Z [---] followers, [--] engagements


"someone who made $75K on blackjack last night at tampa hard rock evidently stumbled into the poker room and donated $30-40k to a half dozen $5/$10 poker pros. by the time I showed up this morning everybody had $8k stacks"  
[X Link](https://x.com/amit32883/status/2021763498619904017)  2026-02-12T01:49Z [---] followers, [---] engagements


"@richtrades100 as to legacy dxl i dont like their biz model. their vendor brands routinely undercut them on their own websites. and dxl/kanter were left helpless. i dont feel good about the male +size customer's buying behavior"  
[X Link](https://x.com/amit32883/status/2022033464191856808)  2026-02-12T19:42Z [---] followers, [--] engagements


"@hommiekoh Paper hands"  
[X Link](https://x.com/amit32883/status/2022071616482816482)  2026-02-12T22:13Z [---] followers, [--] engagements


"god damn everything but the green slice crrrrashin. but u cant tell on this pie chart lolol $curv $cato"  
[X Link](https://x.com/amit32883/status/2021990953209467013)  2026-02-12T16:53Z [---] followers, [--] engagements


"Yes Jesus is heavily involved in Donald Trump's life. lol Resurfaced [----] clip: Trump boasts about hiring a 1718-year-old with zero experience purely for her looks then calls it my form of alcoholism openly admitting he cant control himself around young women. Not edgy. Not funny. Creepy predatory and deeply revealing. Same https://t.co/DrxSjHpQDe Resurfaced [----] clip: Trump boasts about hiring a 1718-year-old with zero experience purely for her looks then calls it my form of alcoholism openly admitting he cant control himself around young women. Not edgy. Not funny. Creepy predatory and"  
[X Link](https://x.com/amit32883/status/2021650566859173985)  2026-02-11T18:20Z [---] followers, [--] engagements


"https://youtube.com/shorts/5xe6gTgUSJ0si=I-EVNA2WK0CmG6za https://youtube.com/shorts/5xe6gTgUSJ0si=I-EVNA2WK0CmG6za"  
[X Link](https://x.com/amit32883/status/2021755489596432498)  2026-02-12T01:17Z [---] followers, [---] engagements


"Pretty interesting. Just rolled 1k contracts for cato ($5 strike) by [--] weeks to generate a quick $5.5k"  
[X Link](https://x.com/amit32883/status/2022006512949112924)  2026-02-12T17:54Z [---] followers, [--] engagements


"I do not think $cato is worth materially more than $6-$7. so rolling these for some cash at a $5 strike expiring in less than [--] months seems rational. We shall see"  
[X Link](https://x.com/amit32883/status/2022006913245098449)  2026-02-12T17:56Z [---] followers, [--] engagements


"Swapped 120k shares of $CATO for 300k shares of $CURV. The thing I was going to do with my tax receivable with $CURV is done. When the refund does come in it will go right into $CATO. I will end up with a two stock portfolio and $0.00 to my name"  
[X Link](https://x.com/amit32883/status/2022022043437605239)  2026-02-12T18:56Z [---] followers, [--] engagements


"It cost me $2.5M to buy 2M shares of $CURV i.e. enterprise value of $400M ($125M equity $275M net debt)"  
[X Link](https://x.com/amit32883/status/2022023919688200653)  2026-02-12T19:04Z [---] followers, [--] engagements


"this is fair. their leverage is low. their accomplishment (capital raising) is already complete. the bagholders are the folks who gave them $55B to buy digital magic beans. @Strategy has half the leverage of investment grade companies. We are amplified not levered. https://t.co/FDhMjnJa7B @Strategy has half the leverage of investment grade companies. We are amplified not levered. https://t.co/FDhMjnJa7B"  
[X Link](https://x.com/amit32883/status/2022024290657616138)  2026-02-12T19:05Z [---] followers, [--] engagements


"I have a moral obligation to empty clips on things that make too much sense"  
[X Link](https://x.com/amit32883/status/2022028001664438421)  2026-02-12T19:20Z [---] followers, [--] engagements


"Yeah no 💥BREAKING: COINBASE SAYS CUSTOMERS ARE UNABLE TO BUY SELL & TRANSFER AT THIS TIME. https://t.co/2RwIDm2vo7 💥BREAKING: COINBASE SAYS CUSTOMERS ARE UNABLE TO BUY SELL & TRANSFER AT THIS TIME. https://t.co/2RwIDm2vo7"  
[X Link](https://x.com/amit32883/status/2022034171032744306)  2026-02-12T19:44Z [---] followers, [--] engagements


"Lmao Poor Lee Zeldin. He delivers this enthusiastic speech his big moment he's prepared he's so excited to give it he's practically bouncing the whole time and then Trump comes up and says "That was long." You can see his soul deflate in real time. LMAO 💀🤦♂ https://t.co/dqtQI1UpPX Poor Lee Zeldin. He delivers this enthusiastic speech his big moment he's prepared he's so excited to give it he's practically bouncing the whole time and then Trump comes up and says "That was long." You can see his soul deflate in real time. LMAO 💀🤦♂ https://t.co/dqtQI1UpPX"  
[X Link](https://x.com/amit32883/status/2022036790237102572)  2026-02-12T19:55Z [---] followers, [---] engagements


"Wemby had [--] pts in [--] mins"  
[X Link](https://x.com/amit32883/status/2022071851816731072)  2026-02-12T22:14Z [---] followers, [--] engagements


"Congressional hearings in America look exactly like Jerry Springer"  
[X Link](https://x.com/amit32883/status/2022077123171856645)  2026-02-12T22:35Z [---] followers, [--] engagements


"Sopranos theme song is awesome"  
[X Link](https://x.com/amit32883/status/2022102167143034922)  2026-02-13T00:15Z [---] followers, [--] engagements


"It is hard to disagree with this is one respect. He sold $40B in stock for 66% of a company which was previously worth only $1.5B. That's. an insane accomplishment. NEW: Michael Saylor says that Strategys Bitcoin trade has been incredibly successful because the company is 100x larger than it was before. https://t.co/Bj2P7bEHsN NEW: Michael Saylor says that Strategys Bitcoin trade has been incredibly successful because the company is 100x larger than it was before. https://t.co/Bj2P7bEHsN"  
[X Link](https://x.com/amit32883/status/2022269243153068482)  2026-02-13T11:18Z [---] followers, [--] engagements


"He isnt a con man. But he is spectacularly mistaken. I present you the greatest Con Man in history https://t.co/I6BaSftrXI I present you the greatest Con Man in history https://t.co/I6BaSftrXI"  
[X Link](https://x.com/amit32883/status/2022294731661680830)  2026-02-13T13:00Z [---] followers, [--] engagements


"lol wtf That moment when Kash Patelthe director of the FBI said: "Ive never heard of Stew Peters" Meanwhile Kash Patel made eight on-air appearances on Stew Peters' podcast. https://t.co/lv4glGwh5S That moment when Kash Patelthe director of the FBI said: "Ive never heard of Stew Peters" Meanwhile Kash Patel made eight on-air appearances on Stew Peters' podcast. https://t.co/lv4glGwh5S"  
[X Link](https://x.com/amit32883/status/2022310600714461414)  2026-02-13T14:03Z [---] followers, [--] engagements


"@grok cant saylor just pay down the next maturing debt using a capital raise"  
[X Link](https://x.com/amit32883/status/2022313401372791099)  2026-02-13T14:14Z [---] followers, [--] engagements


"Curious re the AI prompt here. I hope my daughter does the same thing https://t.co/F60alpgHwv I hope my daughter does the same thing https://t.co/F60alpgHwv"  
[X Link](https://x.com/amit32883/status/2022327579550900388)  2026-02-13T15:10Z [---] followers, [--] engagements


""Knowledge arbitrage" is one of the most obnoxious phrases that I've ever heard. Hilariously ironic given the posturing of what his supposed knowledge is. JAMES LAVISH: Bitcoin is going through an "information arbitrage" and "I think that Bitcoin is gonna trade above $1000000 in early 2030s." "People just do not yet understand how Bitcoin is different and why it is the ultimate store of value and ultimate debasement asset." https://t.co/C9hOIy2RF9 JAMES LAVISH: Bitcoin is going through an "information arbitrage" and "I think that Bitcoin is gonna trade above $1000000 in early 2030s." "People"  
[X Link](https://x.com/amit32883/status/2022348408434885000)  2026-02-13T16:33Z [---] followers, [--] engagements


"Bought $150k of $bgfv today"  
[X Link](https://x.com/amit32883/status/1968711907830874413)  2025-09-18T16:21Z [---] followers, [--] engagements


"Upped my stake in $bgfv. At $200k now. I think this is a good spot"  
[X Link](https://x.com/amit32883/status/1968715800019116496)  2025-09-18T16:36Z [---] followers, [--] engagements


"I've more wagered $265k on $bgfv"  
[X Link](https://x.com/amit32883/status/1968717459067662505)  2025-09-18T16:43Z [---] followers, [--] engagements


"Up to $314k in $bgfv"  
[X Link](https://x.com/amit32883/status/1968720023179915633)  2025-09-18T16:53Z [---] followers, [--] engagements


"So now I own 225k shares of $bgfv or about 1% of this company. I paid $314k for my stake. If their deal closes I will exit my stake for $326k. I'll be paying interest. Hope they close by year end"  
[X Link](https://x.com/amit32883/status/1968721931437240678)  2025-09-18T17:01Z [---] followers, [--] engagements


"tough to buy $BGFV at $1.40 right now. im trying"  
[X Link](https://x.com/amit32883/status/1968726182762836243)  2025-09-18T17:17Z [---] followers, [--] engagements


"The $BGFV Big [--] position is a new addition today. I'm doing it to make $10K off borrowed money. I am wagering that their deal's done with the golf retail company notwithstanding the litigation updates that have come out in recent days"  
[X Link](https://x.com/amit32883/status/1968729691151282636)  2025-09-18T17:31Z [---] followers, [---] engagements


"$BGFV $HOFV merger announcements from earlier this summer"  
[X Link](https://x.com/amit32883/status/1968810337450299853)  2025-09-18T22:52Z [---] followers, [---] engagements


"Bought more $BGFV. My position is now 250k shares. Cost basis is $1.40 ($350K). Tomorrow at 1p ET the company hosts a shareholder meeting. If the below occurs and I receive $1.45 my exit would be at $362500 i.e. +$12500 (pretax). Fingers x'd"  
[X Link](https://x.com/amit32883/status/1970199550338982304)  2025-09-22T18:52Z [---] followers, [---] engagements


"$bgfv just postponed their meeting to Friday to get more votes"  
[X Link](https://x.com/amit32883/status/1970415778957545815)  2025-09-23T09:11Z [---] followers, [---] engagements


"Update on $BGFV and $HOFV The balance of the week will bring interesting updates"  
[X Link](https://x.com/amit32883/status/1970576738448220497)  2025-09-23T19:51Z [---] followers, [---] engagements


"$HOFV $BGFV M&A play. Max upside (theoretical) is $38.3K. Hopefully this all wraps up by end of October. We shall see"  
[X Link](https://x.com/amit32883/status/1970952698641121520)  2025-09-24T20:45Z [---] followers, [---] engagements


"Update on the two-stock M&A arb situation. Up $10K (unrealized) so far. $BGFV will go to vote tomorrow"  
[X Link](https://x.com/amit32883/status/1971304919211835562)  2025-09-25T20:04Z [---] followers, [---] engagements


"Added to $BGFV today. About 60K shares at $1.39/$1.40 thereabouts"  
[X Link](https://x.com/amit32883/status/1971305564396548385)  2025-09-25T20:07Z [---] followers, [---] engagements


"If there's not a $bgfv pr tonight that might be bullish"  
[X Link](https://x.com/amit32883/status/1971374102767349920)  2025-09-26T00:39Z [---] followers, [---] engagements


"Ooooo no news from $bgfv might be good news Let's go"  
[X Link](https://x.com/amit32883/status/1971385964649120051)  2025-09-26T01:26Z [---] followers, [---] engagements


"okayyyy its 10:16p ET (7:16p PT) and zero updates from $BGFV regarding any further postponements. Could it be that tomorrow the shareholder vote will be in favor of a merger That would be sah-weet"  
[X Link](https://x.com/amit32883/status/1971398571288391983)  2025-09-26T02:17Z [---] followers, [---] engagements


"9/26/25: $BGFV goes to vote today at 1p PT. Hopefully they announce that they have the votes they need to approve their $1.45 merger shortly thereafter"  
[X Link](https://x.com/amit32883/status/1971521858148426075)  2025-09-26T10:26Z [---] followers, [---] engagements


"Merger arb update I'll hold $BGFV through cashout presuming this happens within a week or two. If it starts looking like longer than that I'll have to compare cost of capital with return. In over my head with $HOFV. Seems intriguing with votes in hand"  
[X Link](https://x.com/amit32883/status/1971682101906100526)  2025-09-26T21:03Z [---] followers, [---] engagements


"$bgfv gone. $1.45/sh. +$19k on this little project in a little over a week"  
[X Link](https://x.com/amit32883/status/1971704644721397776)  2025-09-26T22:33Z [---] followers, [---] engagements


"$BGFV arbitrage trade over the last [--] days. I opened this trade on 9.18.25. Closing date is expected to be on or about 9/30/25"  
[X Link](https://x.com/amit32883/status/1971761788183269445)  2025-09-27T02:20Z [---] followers, [---] engagements


"$BGFV wow bid-size is [------] shares for $1.44 per. Someone wants to make $0.01 on a $1.44 investment in 1-3 days. Makes sense"  
[X Link](https://x.com/amit32883/status/1972636574627377519)  2025-09-29T12:16Z [---] followers, [---] engagements


"$BGFV m/a arb cagr sheet if those [----] bids actually catch an ask. time interval is between today and cash deposit date which is probably 1-2 days after closing date which presently is estimated to be tomorrow"  
[X Link](https://x.com/amit32883/status/1972637033891053728)  2025-09-29T12:18Z [---] followers, [---] engagements


"195k shares of $bgfv trades. [--] shares outta my account. I sincerely hope all the 195k shares were transacted at some dollar amount less than $1.45 because if others are getting queued ahead of me I dont get why that would be the case"  
[X Link](https://x.com/amit32883/status/1972672555841470739)  2025-09-29T14:39Z [---] followers, [---] engagements


"Between $bgfv and $true thats +$85k in m/a arb work in the micros. Not bad"  
[X Link](https://x.com/amit32883/status/2014064576111817216)  2026-01-21T19:56Z [---] followers, [---] engagements


"these two (Ali and Faisal Ahmed) are the principals behind the buyer. I did a little bit of digging on them. They own 5% of $CARS which tells me their interest in owning $TRUE might in fact be bona fide and sincere"  
[X Link](https://x.com/amit32883/status/1988737742952370655)  2025-11-12T22:36Z [---] followers, [---] engagements


"Thoughts on $DXLG at $48M https://microcaptrenches.blogspot.com/2025/11/dxl-group.html https://microcaptrenches.blogspot.com/2025/11/dxl-group.html"  
[X Link](https://x.com/amit32883/status/1992633766574174563)  2025-11-23T16:38Z [---] followers, [---] engagements


"To clarify how I translate various "deal success/failure" odds into the stock price (or vice versa) is through the concept of expected value. EV = P(deal closes)*merger price + P(deal collapses)*(worst case scenario stock price)"  
[X Link](https://x.com/amit32883/status/1996283029162168752)  2025-12-03T18:18Z [---] followers, [--] engagements


"I'm not sure what I just read regarding $dxlg. But good lord what a shitshow of a merger this is"  
[X Link](https://x.com/amit32883/status/1999943049385050417)  2025-12-13T20:42Z [---] followers, [---] engagements


"likelihood of deal delay turns on where the parties are at with respect to financing the $60M hole that $AN might fill for $TRUE. No idea about that. If I were playing this I'd probably exit if this stock goes north of $2.40 shortly after the vote"  
[X Link](https://x.com/amit32883/status/2001011872531931212)  2025-12-16T19:29Z [---] followers, [--] engagements


"Why I'm passing on $DXLG https://microtrenches.blogspot.com/2025/12/dxl-group-at-50m.html https://microtrenches.blogspot.com/2025/12/dxl-group-at-50m.html"  
[X Link](https://x.com/amit32883/status/2002626127572205992)  2025-12-21T06:24Z [---] followers, [--] engagements


"$DXLG model for valuation. The danger here is focusing on the math at the expense of common sense. Combining a + size menswear retail footprint with a + side womens brand group doesnt create synergies. Dual gender brands are difficult to run"  
[X Link](https://x.com/amit32883/status/2002699931451297842)  2025-12-21T11:17Z [---] followers, [---] engagements


"The closing conditions refers to the Syndicate financing contingency. Scott Painter needs to get committments totaling $60M from strategic partners to the satisfaction of the Buyer (Faisal Ahmed and Ali Ahmed) who have committed $15M already in the form of a deposit"  
[X Link](https://x.com/amit32883/status/2011065953551872439)  2026-01-13T13:21Z [---] followers, [---] engagements


"$AN is in discussions with Parent regarding a potential rollover by AutoNation of its [-------] shares of Common Stock of the Issuer for equity of the Parent upon the closing of the Merger (in lieu of the cash consideration pursuant to the Merger Agreement)"  
[X Link](https://x.com/amit32883/status/2011066749500997822)  2026-01-13T13:24Z [---] followers, [---] engagements


"$TRUE updated thoughts: Pretty intriguing that 5% owner of $CARS is trying to buy 70% (probably less) of $TRUE. Ali & Faisal Ahmed dealership heavyweights from the Southern Florida area making major moves in the third-party used car listings industry. https://ocinv.blogspot.com/2025/10/true-car-m-arbitrage.html https://ocinv.blogspot.com/2025/10/true-car-m-arbitrage.html"  
[X Link](https://x.com/amit32883/status/1982172570955788535)  2025-10-25T19:49Z [---] followers, [---] engagements


"These dealerships are the "paying customers" of the used car listing companies like $CARG $CARS $TRUE CarFax AutoTrader etc. And now a major dealership owner wants to buy out $TRUE and I suppose enter this space in a big way. He's putting up $164M. Deal size is $224M"  
[X Link](https://x.com/amit32883/status/1982172898044367111)  2025-10-25T19:50Z [---] followers, [--] engagements


"@lowstakesdre @Klad_blok AutoNation and every other major dealership group pays companies like $CARG $CARS and $TRUE lots of cash annually outta their budget for "listing" their inventory on these listings websites"  
[X Link](https://x.com/amit32883/status/1996608845351727436)  2025-12-04T15:53Z [---] followers, [--] engagements


"Finding it kinda hard to value $DXLG post-merger without the company (companies) disclosing details the balance sheet post-merger. Punting on a straightforward question about the balance sheet in this manner is ridiculous for a publicly traded company"  
[X Link](https://x.com/amit32883/status/2001510771180867903)  2025-12-18T04:32Z [---] followers, [--] engagements


"Major red flag re $DXLG. If your CFO can't respond in a direct manner to a question about "how much money" the company has run don't walk"  
[X Link](https://x.com/amit32883/status/2001511500847177907)  2025-12-18T04:35Z [---] followers, [---] engagements


"How is this an acceptable CFO response $DXLG @grok am I missing something about business culture/norms that this makes sense Peter Stratton is the CFO of DXL Group"  
[X Link](https://x.com/amit32883/status/2001556212169740660)  2025-12-18T07:32Z [---] followers, [---] engagements


"Remaining risk concerns the buyer actually coming up with the money to close the deal. This buyer the Faisal brothers from Miami have deep pockets. And they executed a contract with TrueCar subject to which they'd have to pay a $15M termination fee if they balk on the deal"  
[X Link](https://x.com/amit32883/status/2003512245301707182)  2025-12-23T17:05Z [---] followers, [--] engagements


"I think Painter a serious businessman who has invested a ton of time and energy into making this happen will make this happen. I think the Faisal brothers from all appearances (including their $CARS stake) are serious investors in the used car listings space"  
[X Link](https://x.com/amit32883/status/2003512698005500252)  2025-12-23T17:07Z [---] followers, [--] engagements

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

@amit32883 Avatar @amit32883 Amit

Amit posts on X about $curv, $cato, $bgfv, $true the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

Engagements: [-----] #

Engagements Line Chart

  • [--] Week [---------] +60,977%
  • [--] Month [---------] +21,844%
  • [--] Months [---------] -21%
  • [--] Year [---------] +19%

Mentions: [--] #

Mentions Line Chart

  • [--] Month [--] -91%
  • [--] Months [-----] +1,801%
  • [--] Year [-----] +7,728%

Followers: [---] #

Followers Line Chart

  • [--] Week [---] +3.20%
  • [--] Month [---] +5.50%
  • [--] Months [---] +395%

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

CreatorRank Line Chart

Social Influence

Social category influence stocks 39.72% finance 31.21% cryptocurrencies 7.8% countries 1.42% celebrities 1.42% currencies 0.71% musicians 0.71% exchanges 0.71% technology brands 0.71%

Social topic influence $curv #1, $cato #2, $bgfv 17.73%, $true 6.38%, bitcoin 5.67%, money 5.67%, in the 4.96%, $dxlg 4.96%, $cars 4.26%, stocks 3.55%

Top accounts mentioned or mentioned by @grok @valleyfallsri @dmenace1one @bradley88995765 @lnl325 @richtrades100 @hommiekoh @wealththeory @isnetwrk29 @potus @trumpaccounts @kobeissiletter @chooserich @thegeorgepu @strategy @lowstakesdre @kladblok @wouldjakewood @abarone68 @norejr34

Top assets mentioned Torrid Holdings Inc. (CURV) Bitcoin (BTC) Cars.com Inc. (CARS) Strategy (MSTR) CarGurus, Inc. Class A Common Stock (CARG) AutoNation, Inc. (AN) Onewater Marine, Inc. (ONEW)

Top Social Posts

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

"$ONEW bought Ocean Bio-chem for $125M in [----] and sold it for $55M under debt duress a few days ago. Are these #s accurate @grok"
X Link 2026-02-11T20:08Z [---] followers, [---] engagements

"Two stock portfolio: 800K sh $CATO (64%) 1.52M sh $CURV (36%)"
X Link 2025-12-23T17:56Z [---] followers, [---] engagements

"Two stock 'folio $CURV $CATO"
X Link 2025-12-30T02:02Z [---] followers, [---] engagements

"Two stocks plus a cash equivalent. Torrid $CURV and Cato Fashions $CATO. I should get my refund in a matter of weeks (11-12 weeks). I have my eye on a third stock which I'm gonna rifle my $ into. It's also a microcap. #microcapplanet #microcapvolatility #microcapsonly"
X Link 2025-12-30T02:32Z [---] followers, [--] engagements

"$CATO -20% $CURV -80% Portfolio-wide down 20% maybe I dunno. Something like that. Maybe [----] better than [----] dunno"
X Link 2026-01-01T07:45Z [---] followers, [---] engagements

"$CATO $CURV two stock 'folio"
X Link 2026-01-02T17:58Z [---] followers, [---] engagements

"The below shares represent 1.8% of $CURV and 3.5% of $CATO. I have $560K in cash that's gonna take 10-11 weeks to come in. I fully intend to rifle that right into these two names in whatever ratio makes sense - probably 50/50 if I had access to the capital right now. Not advice"
X Link 2026-01-02T18:16Z [---] followers, [--] engagements

"$CURV $CATO two stock 'folio"
X Link 2026-01-08T02:42Z [---] followers, [---] engagements

"$CATO $CURV two stock folio"
X Link 2026-01-09T14:29Z [---] followers, [---] engagements

"$TRUE $CATO $CURV Three stock portfolio Hopefully I'm able to receive $601K for the $TRUE stake in the next few weeks. But who knows"
X Link 2026-01-12T16:51Z [---] followers, [---] engagements

"sold $TRUE bought $CATO $CURV back down to [--] stock 'folio"
X Link 2026-01-13T20:48Z [---] followers, [---] engagements

"i ended up buying 130k more $CURV shares for $1.15/sh. up to 1.95M sh in the co (2% of co) bought 30k more $CATO shares as well for around $3.50/sh up to 720K sh there (3.6% of co) both report Q4 in late March. $300k in margin borrowings. will be repaying also in late mar"
X Link 2026-01-13T21:27Z [---] followers, [---] engagements

"Two stocks $CURV $CATO"
X Link 2026-01-13T23:16Z [---] followers, [---] engagements

"two stock folio $CATO $CURV"
X Link 2026-01-14T21:06Z [---] followers, [---] engagements

"two stox $curv $cato purple slice is volatile as hell"
X Link 2026-01-15T23:48Z [---] followers, [---] engagements

"back down to two stock 'folio $CATO $CURV"
X Link 2026-01-21T15:21Z [---] followers, [---] engagements

"86 more days until the covered calls expire $CATO $CURV please stay low"
X Link 2026-01-21T15:50Z [---] followers, [---] engagements

"$curv volume was very high today. No clue why"
X Link 2026-01-21T21:27Z [---] followers, [--] engagements

"two stox $CATO $CURV no clue what these slices are gonna be worth by mid-year. no clue whatsoever. mr. market despises these names"
X Link 2026-01-23T01:22Z [---] followers, [--] engagements

"$CURV $CATO two stock portfolio"
X Link 2026-01-29T15:18Z [---] followers, [--] engagements

"$CATO $CURV Why is Bitcoin down today though"
X Link 2026-01-29T16:08Z [---] followers, [--] engagements

"$CATO $CURV two stock 'folio No coiner"
X Link 2026-01-29T16:27Z [---] followers, [--] engagements

"$CATO $CURV volatile day. But it is what it is"
X Link 2026-01-29T21:07Z [---] followers, [--] engagements

"$curv (torrid) reports earnings in [--] weeks or so. Zero chance they dont issue a q1 guide. Very curious what they say. I should have my refund by then. Half of it is earmarked for $curv. The other half for $cato"
X Link 2026-01-29T21:20Z [---] followers, [--] engagements

"$curv made $100m in ebitda like clockwork year after year and trades at $400m ev. Nah. Brand too good"
X Link 2026-01-29T22:35Z [---] followers, [--] engagements

"700k shares of $CATO 1.72M shares of $CURV $560K IRS refund receivable (7 weeks) I. will. figure. this. out"
X Link 2026-01-29T23:18Z [---] followers, [--] engagements

"Just took my poker winnings for January and dumped it into $curv. Picked up [----] shares for $2360"
X Link 2026-01-30T23:29Z [---] followers, [--] engagements

"End of January. Cato is up 1.67% YTD. Torrid is up 8.49% YTD"
X Link 2026-01-31T10:43Z [---] followers, [--] engagements

"Decided to commit all excess cash to my two favorite stocks $cato and $curv for the next [--] mos which should be ultra volatile. Going to save up some money for the wsop [----]. I'll try to do $20k this year. Not gonna play the main unless I run deep in an earlier tourney"
X Link 2026-01-31T22:17Z [---] followers, [--] engagements

"Two stocks entering into what should be a bloodbath in the stock market on Monday. $CATO $CURV Thank the good lord I do not borrow money for investment work"
X Link 2026-02-02T04:12Z [---] followers, [---] engagements

"$curv volume 1.1m today is insane given how thin the free float is"
X Link 2026-02-02T21:30Z [---] followers, [--] engagements

"my $MSTR video got [--] views in one day that's a lot more than my Torrid video which got [--] views in one month. i think way more people care about $MSTR (bitcoin) than Torrid so one way to get a lotta views/clicks is to post videos about bitcoin lolol https://youtu.be/TkAaILPJ-Bwsi=JS_2vbRMYfC2Tgps https://youtu.be/TkAaILPJ-Bwsi=JS_2vbRMYfC2Tgps"
X Link 2026-02-03T00:28Z [---] followers, [---] engagements

"Two stock 'folio. Obviously decoupled from the crypto-carnage. $CATO $CURV"
X Link 2026-02-03T00:30Z [---] followers, [--] engagements

"44 days until $560k refund comes in. But by then interestingly both $CATO and $CURV will probably report Q4 earnings with some commentary about how [----] is going. Violence awaits"
X Link 2026-02-03T01:52Z [---] followers, [---] engagements

"What everybody misses is that the stock promoter made $15B in unrealized capital gains for the legacy $mstr holders whose stake was worth only $1.1B when this journey began. Of course this gain occurred at the expense of the new wave of suckers. So you've spent [--] billion fucking dollars over the course of five fucking years and you've made $0 https://t.co/sUD8QV5wJh So you've spent [--] billion fucking dollars over the course of five fucking years and you've made $0 https://t.co/sUD8QV5wJh"
X Link 2026-02-03T21:58Z [---] followers, [---] engagements

"$CATO $CURV purple slice is destined for extreme turbulence"
X Link 2026-02-04T07:28Z [---] followers, [---] engagements

"@Bradley88995765 @Wealth_Theory I find myself enjoying listening to him speak. He has a very calming voice. Of course then I listen to the stuff he's saying and its similar to Jim Jones out in Guyana"
X Link 2026-02-04T22:01Z [---] followers, [--] engagements

"Had saylor just bought USD $mstr would have $2B more on its balance sheet"
X Link 2026-02-04T22:39Z [---] followers, [--] engagements

"She's quoting Roger Ailes lolol This is surreal. J.D. Vance praised Donald Trump for telling Kaitlan Collins to smile in the Oval Office. He called it perceptive. She was asking about girls sexually abused by Jeffrey Epstein. Thats the mindset. Dismiss survivors. Mock the journalist. Applaud the cruelty. https://t.co/sKIFMPPHV6 J.D. Vance praised Donald Trump for telling Kaitlan Collins to smile in the Oval Office. He called it perceptive. She was asking about girls sexually abused by Jeffrey Epstein. Thats the mindset. Dismiss survivors. Mock the journalist. Applaud the cruelty."
X Link 2026-02-04T23:14Z [---] followers, [--] engagements

"interesting times ahead. $cato $curv"
X Link 2026-02-05T01:12Z [---] followers, [--] engagements

"wow ABTC's market cap is massive for a -75% drawdown. damn"
X Link 2026-02-05T01:38Z [---] followers, [--] engagements

"Jackie brown is such a good movie"
X Link 2026-02-05T11:05Z [---] followers, [--] engagements

"Where'd the money go It changed hands. It was money that originally came from the sale of other assets (stocks bonds etc.) and was shuffled back and forth between crypto traders. Some won. Some lost. The exchanges made money. One trillion dollars in capitalized value. Gone. https://t.co/0G6xUIDZfr One trillion dollars in capitalized value. Gone. https://t.co/0G6xUIDZfr"
X Link 2026-02-05T13:22Z [---] followers, [--] engagements

"If you buy an asset that doesn't produce cash flows and doesnt have a balance sheet how can you intelligently value the asset"
X Link 2026-02-05T20:09Z [---] followers, [--] engagements

"one day at a time. $CURV $CATO The businesses will report earnings in [--] weeks. Yikes"
X Link 2026-02-05T22:59Z [---] followers, [--] engagements

"Interesting 2/5 hand that I wasnt involved in. Older Asian lady has KK with a club. Flop is QcJc8c Turn is 5d V goes all in. She calls. River is a club. The losing player is a hard rock pro. He mocks her play. Then when she leaves an orbit later he accuses her of hit and run"
X Link 2026-02-05T23:11Z [---] followers, [--] engagements

"watching game of thrones from the beginning season [--] episode [--]. one of the greatest works of television ever"
X Link 2026-02-06T01:27Z [---] followers, [--] engagements

"$CURV $CATO two stock folio [--] weeks until this pie chart will look extremely different for better or worse"
X Link 2026-02-06T21:07Z [---] followers, [--] engagements

"Karoline Leavitt is a repugnant human being"
X Link 2026-02-06T23:08Z [---] followers, [---] engagements

"@IS_Netwrk29 test that boy for peds"
X Link 2026-02-06T23:25Z [---] followers, [----] engagements

"I do not know how to feel about this because I have such low regard for these people. This is social engineering. A nudge toward financial literacy among people who dont have parents with the luxury or background to give them a financial education. Currently 38% of Americans have no household exposure to equities. @POTUS is changing that. @TrumpAccounts will ensure that every child every family and every household gets to become a shareholder in our great American economy. https://t.co/iI4vyo5V8Q Currently 38% of Americans have no household exposure to equities. @POTUS is changing that."
X Link 2026-02-07T18:25Z [---] followers, [--] engagements

"It actually makes a ton of sense Another professor running into the intellectual Bitcoin wall 🤣 https://t.co/FmhIEedHY7 Another professor running into the intellectual Bitcoin wall 🤣 https://t.co/FmhIEedHY7"
X Link 2026-02-07T20:23Z [--] followers, [---] engagements

"@LNL325 I follow him a bunch. I was trying to invest in his channel. But couldn't agree to terms. Interesting guy. https://youtu.be/sYOCFCaIpq0si=GG9D4CBL2B_IrwMS https://youtu.be/sYOCFCaIpq0si=GG9D4CBL2B_IrwMS"
X Link 2026-02-08T02:00Z [---] followers, [--] engagements

"Wow the patriots offense is unwatchable"
X Link 2026-02-09T00:33Z [---] followers, [---] engagements

"@KobeissiLetter None of this shit matters"
X Link 2026-02-09T01:08Z [---] followers, [--] engagements

"@grok what's the most prestigious event at winter Olympics"
X Link 2026-02-09T01:18Z [---] followers, [--] engagements

"It was tom brady"
X Link 2026-02-09T02:03Z [---] followers, [--] engagements

"Drake Maye has put on the single worst SuperBowl performance in the history of the SuperBowl"
X Link 2026-02-09T02:22Z [---] followers, [---] engagements

"Two stock portfolio. Not investment advice. $CURV $CATO https://youtu.be/7gRutT1fgmE https://youtu.be/7gRutT1fgmE"
X Link 2026-02-09T12:32Z [---] followers, [--] engagements

"@chooserich Lol who is this character"
X Link 2026-02-09T16:15Z [--] followers, [--] engagements

"Man the volatility of that purple slice is insane. $CURV Today so far: -5.17%. On $2M+ that's $100K+"
X Link 2026-02-09T19:59Z [---] followers, [--] engagements

"Other countries should be free to transact in whatever currency they want. If you want to support the dollar stop printing money and raise tax rates instead. US Secretary of State Marco Rubio finally waking up to the fact that Washington is losing its grip on the world as nations grow fed up with its bullying and endless sanctions against anyone who dares defy Uncle Sam. https://t.co/x1bNoPeTVh US Secretary of State Marco Rubio finally waking up to the fact that Washington is losing its grip on the world as nations grow fed up with its bullying and endless sanctions against anyone who dares"
X Link 2026-02-10T13:57Z [---] followers, [--] engagements

"Doesnt saylor already have three quarters of that She's saying that one company's digital bean stash will solve our national debt SENATOR LUMMIS SAYS PRESIDENT TRUMP IS SUPPORTING HER BILL TO BUY [--] MILLION BITCOIN ITS HAPPENING 🚀 https://t.co/vdQaNmYvCE SENATOR LUMMIS SAYS PRESIDENT TRUMP IS SUPPORTING HER BILL TO BUY [--] MILLION BITCOIN ITS HAPPENING 🚀 https://t.co/vdQaNmYvCE"
X Link 2026-02-10T14:06Z [---] followers, [--] engagements

"@grok Why would another's misfortune cause me to feel pleasure Their bitcoin losses dont enrich me in the slightest"
X Link 2026-02-12T01:05Z [---] followers, [--] engagements

"Ai could disrupt the used car listings industry $cars $carg $true. Not clear who the big winner will be. I would not place a wager on anyone here"
X Link 2026-02-09T18:14Z [---] followers, [--] engagements

"I now own 2M of $CURV (2% of the company) and 580k shares of $CATO (2.9% of the company) with $560k in cash incoming. I obv think $CURV is a superior business to $CATO by a wide margin. Might as well buy it for $1/sh"
X Link 2026-02-12T18:58Z [---] followers, [---] engagements

"@richtrades100 i listened to theri conf call re the merger. i listened real close. came away not understanding the strategy or the biz combo"
X Link 2026-02-12T19:42Z [---] followers, [--] engagements

"On or before March [--] [----] i.e. [--] days from today Torrid and Cato will have reported Q4. Torrid will issue a Q1 guide and maybe a full year guide. But that's a big maybe. Cato will not guide. No clue what will happen. Market has it sown mind. All I control is green slice"
X Link 2026-02-07T14:28Z [---] followers, [--] engagements

"great. lady who just walked into subway saw me browsing which is full of half-naked plus size women. awkward. http://torrid.com http://torrid.com"
X Link 2026-02-07T18:43Z [---] followers, [---] engagements

"To invoke a Buffett analogy these four slices are like four adjacent farms with a crop yield. Mr. Market yells quotes on them. He's barking "$2.14M" for 3.5% of the Cato Corp. and $1.87M for 1.7% of Torrid. A month from now he'll almost certainly bark very different #s"
X Link 2026-02-09T20:04Z [---] followers, [--] engagements

"@ValleyFallsRI Oh dude we are cool. You're pointing out my professional failures. And you're obviously getting something out of it. I'm kind of the same way v. Michael Saylor and $MSTR. Its a human thing called schaudenfreude or whatever taking pleasure at another's failure/misfortune"
X Link 2026-02-12T00:39Z [---] followers, [--] engagements

"@ValleyFallsRI What are your views on $mstr and bitcoin"
X Link 2026-02-12T01:07Z [---] followers, [--] engagements

"@TheGeorgePu Didn't Boyd gaming make an insane amount of money on this"
X Link 2026-02-10T14:02Z [---] followers, [---] engagements

"For $CURV there's some algorithm I guess bidding $0.05 for the $2.50 [---] days out. [---] days out is a long ass time. Ain't no tellin where this stock will be by then. It'll be ultra volatile; that much is certain. It seems like Torrid's fate is either [--] or 3+"
X Link 2026-02-10T15:15Z [---] followers, [--] engagements

"someone who made $75K on blackjack last night at tampa hard rock evidently stumbled into the poker room and donated $30-40k to a half dozen $5/$10 poker pros. by the time I showed up this morning everybody had $8k stacks"
X Link 2026-02-12T01:49Z [---] followers, [---] engagements

"@richtrades100 as to legacy dxl i dont like their biz model. their vendor brands routinely undercut them on their own websites. and dxl/kanter were left helpless. i dont feel good about the male +size customer's buying behavior"
X Link 2026-02-12T19:42Z [---] followers, [--] engagements

"@hommiekoh Paper hands"
X Link 2026-02-12T22:13Z [---] followers, [--] engagements

"god damn everything but the green slice crrrrashin. but u cant tell on this pie chart lolol $curv $cato"
X Link 2026-02-12T16:53Z [---] followers, [--] engagements

"Yes Jesus is heavily involved in Donald Trump's life. lol Resurfaced [----] clip: Trump boasts about hiring a 1718-year-old with zero experience purely for her looks then calls it my form of alcoholism openly admitting he cant control himself around young women. Not edgy. Not funny. Creepy predatory and deeply revealing. Same https://t.co/DrxSjHpQDe Resurfaced [----] clip: Trump boasts about hiring a 1718-year-old with zero experience purely for her looks then calls it my form of alcoholism openly admitting he cant control himself around young women. Not edgy. Not funny. Creepy predatory and"
X Link 2026-02-11T18:20Z [---] followers, [--] engagements

"https://youtube.com/shorts/5xe6gTgUSJ0si=I-EVNA2WK0CmG6za https://youtube.com/shorts/5xe6gTgUSJ0si=I-EVNA2WK0CmG6za"
X Link 2026-02-12T01:17Z [---] followers, [---] engagements

"Pretty interesting. Just rolled 1k contracts for cato ($5 strike) by [--] weeks to generate a quick $5.5k"
X Link 2026-02-12T17:54Z [---] followers, [--] engagements

"I do not think $cato is worth materially more than $6-$7. so rolling these for some cash at a $5 strike expiring in less than [--] months seems rational. We shall see"
X Link 2026-02-12T17:56Z [---] followers, [--] engagements

"Swapped 120k shares of $CATO for 300k shares of $CURV. The thing I was going to do with my tax receivable with $CURV is done. When the refund does come in it will go right into $CATO. I will end up with a two stock portfolio and $0.00 to my name"
X Link 2026-02-12T18:56Z [---] followers, [--] engagements

"It cost me $2.5M to buy 2M shares of $CURV i.e. enterprise value of $400M ($125M equity $275M net debt)"
X Link 2026-02-12T19:04Z [---] followers, [--] engagements

"this is fair. their leverage is low. their accomplishment (capital raising) is already complete. the bagholders are the folks who gave them $55B to buy digital magic beans. @Strategy has half the leverage of investment grade companies. We are amplified not levered. https://t.co/FDhMjnJa7B @Strategy has half the leverage of investment grade companies. We are amplified not levered. https://t.co/FDhMjnJa7B"
X Link 2026-02-12T19:05Z [---] followers, [--] engagements

"I have a moral obligation to empty clips on things that make too much sense"
X Link 2026-02-12T19:20Z [---] followers, [--] engagements

"Yeah no 💥BREAKING: COINBASE SAYS CUSTOMERS ARE UNABLE TO BUY SELL & TRANSFER AT THIS TIME. https://t.co/2RwIDm2vo7 💥BREAKING: COINBASE SAYS CUSTOMERS ARE UNABLE TO BUY SELL & TRANSFER AT THIS TIME. https://t.co/2RwIDm2vo7"
X Link 2026-02-12T19:44Z [---] followers, [--] engagements

"Lmao Poor Lee Zeldin. He delivers this enthusiastic speech his big moment he's prepared he's so excited to give it he's practically bouncing the whole time and then Trump comes up and says "That was long." You can see his soul deflate in real time. LMAO 💀🤦♂ https://t.co/dqtQI1UpPX Poor Lee Zeldin. He delivers this enthusiastic speech his big moment he's prepared he's so excited to give it he's practically bouncing the whole time and then Trump comes up and says "That was long." You can see his soul deflate in real time. LMAO 💀🤦♂ https://t.co/dqtQI1UpPX"
X Link 2026-02-12T19:55Z [---] followers, [---] engagements

"Wemby had [--] pts in [--] mins"
X Link 2026-02-12T22:14Z [---] followers, [--] engagements

"Congressional hearings in America look exactly like Jerry Springer"
X Link 2026-02-12T22:35Z [---] followers, [--] engagements

"Sopranos theme song is awesome"
X Link 2026-02-13T00:15Z [---] followers, [--] engagements

"It is hard to disagree with this is one respect. He sold $40B in stock for 66% of a company which was previously worth only $1.5B. That's. an insane accomplishment. NEW: Michael Saylor says that Strategys Bitcoin trade has been incredibly successful because the company is 100x larger than it was before. https://t.co/Bj2P7bEHsN NEW: Michael Saylor says that Strategys Bitcoin trade has been incredibly successful because the company is 100x larger than it was before. https://t.co/Bj2P7bEHsN"
X Link 2026-02-13T11:18Z [---] followers, [--] engagements

"He isnt a con man. But he is spectacularly mistaken. I present you the greatest Con Man in history https://t.co/I6BaSftrXI I present you the greatest Con Man in history https://t.co/I6BaSftrXI"
X Link 2026-02-13T13:00Z [---] followers, [--] engagements

"lol wtf That moment when Kash Patelthe director of the FBI said: "Ive never heard of Stew Peters" Meanwhile Kash Patel made eight on-air appearances on Stew Peters' podcast. https://t.co/lv4glGwh5S That moment when Kash Patelthe director of the FBI said: "Ive never heard of Stew Peters" Meanwhile Kash Patel made eight on-air appearances on Stew Peters' podcast. https://t.co/lv4glGwh5S"
X Link 2026-02-13T14:03Z [---] followers, [--] engagements

"@grok cant saylor just pay down the next maturing debt using a capital raise"
X Link 2026-02-13T14:14Z [---] followers, [--] engagements

"Curious re the AI prompt here. I hope my daughter does the same thing https://t.co/F60alpgHwv I hope my daughter does the same thing https://t.co/F60alpgHwv"
X Link 2026-02-13T15:10Z [---] followers, [--] engagements

""Knowledge arbitrage" is one of the most obnoxious phrases that I've ever heard. Hilariously ironic given the posturing of what his supposed knowledge is. JAMES LAVISH: Bitcoin is going through an "information arbitrage" and "I think that Bitcoin is gonna trade above $1000000 in early 2030s." "People just do not yet understand how Bitcoin is different and why it is the ultimate store of value and ultimate debasement asset." https://t.co/C9hOIy2RF9 JAMES LAVISH: Bitcoin is going through an "information arbitrage" and "I think that Bitcoin is gonna trade above $1000000 in early 2030s." "People"
X Link 2026-02-13T16:33Z [---] followers, [--] engagements

"Bought $150k of $bgfv today"
X Link 2025-09-18T16:21Z [---] followers, [--] engagements

"Upped my stake in $bgfv. At $200k now. I think this is a good spot"
X Link 2025-09-18T16:36Z [---] followers, [--] engagements

"I've more wagered $265k on $bgfv"
X Link 2025-09-18T16:43Z [---] followers, [--] engagements

"Up to $314k in $bgfv"
X Link 2025-09-18T16:53Z [---] followers, [--] engagements

"So now I own 225k shares of $bgfv or about 1% of this company. I paid $314k for my stake. If their deal closes I will exit my stake for $326k. I'll be paying interest. Hope they close by year end"
X Link 2025-09-18T17:01Z [---] followers, [--] engagements

"tough to buy $BGFV at $1.40 right now. im trying"
X Link 2025-09-18T17:17Z [---] followers, [--] engagements

"The $BGFV Big [--] position is a new addition today. I'm doing it to make $10K off borrowed money. I am wagering that their deal's done with the golf retail company notwithstanding the litigation updates that have come out in recent days"
X Link 2025-09-18T17:31Z [---] followers, [---] engagements

"$BGFV $HOFV merger announcements from earlier this summer"
X Link 2025-09-18T22:52Z [---] followers, [---] engagements

"Bought more $BGFV. My position is now 250k shares. Cost basis is $1.40 ($350K). Tomorrow at 1p ET the company hosts a shareholder meeting. If the below occurs and I receive $1.45 my exit would be at $362500 i.e. +$12500 (pretax). Fingers x'd"
X Link 2025-09-22T18:52Z [---] followers, [---] engagements

"$bgfv just postponed their meeting to Friday to get more votes"
X Link 2025-09-23T09:11Z [---] followers, [---] engagements

"Update on $BGFV and $HOFV The balance of the week will bring interesting updates"
X Link 2025-09-23T19:51Z [---] followers, [---] engagements

"$HOFV $BGFV M&A play. Max upside (theoretical) is $38.3K. Hopefully this all wraps up by end of October. We shall see"
X Link 2025-09-24T20:45Z [---] followers, [---] engagements

"Update on the two-stock M&A arb situation. Up $10K (unrealized) so far. $BGFV will go to vote tomorrow"
X Link 2025-09-25T20:04Z [---] followers, [---] engagements

"Added to $BGFV today. About 60K shares at $1.39/$1.40 thereabouts"
X Link 2025-09-25T20:07Z [---] followers, [---] engagements

"If there's not a $bgfv pr tonight that might be bullish"
X Link 2025-09-26T00:39Z [---] followers, [---] engagements

"Ooooo no news from $bgfv might be good news Let's go"
X Link 2025-09-26T01:26Z [---] followers, [---] engagements

"okayyyy its 10:16p ET (7:16p PT) and zero updates from $BGFV regarding any further postponements. Could it be that tomorrow the shareholder vote will be in favor of a merger That would be sah-weet"
X Link 2025-09-26T02:17Z [---] followers, [---] engagements

"9/26/25: $BGFV goes to vote today at 1p PT. Hopefully they announce that they have the votes they need to approve their $1.45 merger shortly thereafter"
X Link 2025-09-26T10:26Z [---] followers, [---] engagements

"Merger arb update I'll hold $BGFV through cashout presuming this happens within a week or two. If it starts looking like longer than that I'll have to compare cost of capital with return. In over my head with $HOFV. Seems intriguing with votes in hand"
X Link 2025-09-26T21:03Z [---] followers, [---] engagements

"$bgfv gone. $1.45/sh. +$19k on this little project in a little over a week"
X Link 2025-09-26T22:33Z [---] followers, [---] engagements

"$BGFV arbitrage trade over the last [--] days. I opened this trade on 9.18.25. Closing date is expected to be on or about 9/30/25"
X Link 2025-09-27T02:20Z [---] followers, [---] engagements

"$BGFV wow bid-size is [------] shares for $1.44 per. Someone wants to make $0.01 on a $1.44 investment in 1-3 days. Makes sense"
X Link 2025-09-29T12:16Z [---] followers, [---] engagements

"$BGFV m/a arb cagr sheet if those [----] bids actually catch an ask. time interval is between today and cash deposit date which is probably 1-2 days after closing date which presently is estimated to be tomorrow"
X Link 2025-09-29T12:18Z [---] followers, [---] engagements

"195k shares of $bgfv trades. [--] shares outta my account. I sincerely hope all the 195k shares were transacted at some dollar amount less than $1.45 because if others are getting queued ahead of me I dont get why that would be the case"
X Link 2025-09-29T14:39Z [---] followers, [---] engagements

"Between $bgfv and $true thats +$85k in m/a arb work in the micros. Not bad"
X Link 2026-01-21T19:56Z [---] followers, [---] engagements

"these two (Ali and Faisal Ahmed) are the principals behind the buyer. I did a little bit of digging on them. They own 5% of $CARS which tells me their interest in owning $TRUE might in fact be bona fide and sincere"
X Link 2025-11-12T22:36Z [---] followers, [---] engagements

"Thoughts on $DXLG at $48M https://microcaptrenches.blogspot.com/2025/11/dxl-group.html https://microcaptrenches.blogspot.com/2025/11/dxl-group.html"
X Link 2025-11-23T16:38Z [---] followers, [---] engagements

"To clarify how I translate various "deal success/failure" odds into the stock price (or vice versa) is through the concept of expected value. EV = P(deal closes)merger price + P(deal collapses)(worst case scenario stock price)"
X Link 2025-12-03T18:18Z [---] followers, [--] engagements

"I'm not sure what I just read regarding $dxlg. But good lord what a shitshow of a merger this is"
X Link 2025-12-13T20:42Z [---] followers, [---] engagements

"likelihood of deal delay turns on where the parties are at with respect to financing the $60M hole that $AN might fill for $TRUE. No idea about that. If I were playing this I'd probably exit if this stock goes north of $2.40 shortly after the vote"
X Link 2025-12-16T19:29Z [---] followers, [--] engagements

"Why I'm passing on $DXLG https://microtrenches.blogspot.com/2025/12/dxl-group-at-50m.html https://microtrenches.blogspot.com/2025/12/dxl-group-at-50m.html"
X Link 2025-12-21T06:24Z [---] followers, [--] engagements

"$DXLG model for valuation. The danger here is focusing on the math at the expense of common sense. Combining a + size menswear retail footprint with a + side womens brand group doesnt create synergies. Dual gender brands are difficult to run"
X Link 2025-12-21T11:17Z [---] followers, [---] engagements

"The closing conditions refers to the Syndicate financing contingency. Scott Painter needs to get committments totaling $60M from strategic partners to the satisfaction of the Buyer (Faisal Ahmed and Ali Ahmed) who have committed $15M already in the form of a deposit"
X Link 2026-01-13T13:21Z [---] followers, [---] engagements

"$AN is in discussions with Parent regarding a potential rollover by AutoNation of its [-------] shares of Common Stock of the Issuer for equity of the Parent upon the closing of the Merger (in lieu of the cash consideration pursuant to the Merger Agreement)"
X Link 2026-01-13T13:24Z [---] followers, [---] engagements

"$TRUE updated thoughts: Pretty intriguing that 5% owner of $CARS is trying to buy 70% (probably less) of $TRUE. Ali & Faisal Ahmed dealership heavyweights from the Southern Florida area making major moves in the third-party used car listings industry. https://ocinv.blogspot.com/2025/10/true-car-m-arbitrage.html https://ocinv.blogspot.com/2025/10/true-car-m-arbitrage.html"
X Link 2025-10-25T19:49Z [---] followers, [---] engagements

"These dealerships are the "paying customers" of the used car listing companies like $CARG $CARS $TRUE CarFax AutoTrader etc. And now a major dealership owner wants to buy out $TRUE and I suppose enter this space in a big way. He's putting up $164M. Deal size is $224M"
X Link 2025-10-25T19:50Z [---] followers, [--] engagements

"@lowstakesdre @Klad_blok AutoNation and every other major dealership group pays companies like $CARG $CARS and $TRUE lots of cash annually outta their budget for "listing" their inventory on these listings websites"
X Link 2025-12-04T15:53Z [---] followers, [--] engagements

"Finding it kinda hard to value $DXLG post-merger without the company (companies) disclosing details the balance sheet post-merger. Punting on a straightforward question about the balance sheet in this manner is ridiculous for a publicly traded company"
X Link 2025-12-18T04:32Z [---] followers, [--] engagements

"Major red flag re $DXLG. If your CFO can't respond in a direct manner to a question about "how much money" the company has run don't walk"
X Link 2025-12-18T04:35Z [---] followers, [---] engagements

"How is this an acceptable CFO response $DXLG @grok am I missing something about business culture/norms that this makes sense Peter Stratton is the CFO of DXL Group"
X Link 2025-12-18T07:32Z [---] followers, [---] engagements

"Remaining risk concerns the buyer actually coming up with the money to close the deal. This buyer the Faisal brothers from Miami have deep pockets. And they executed a contract with TrueCar subject to which they'd have to pay a $15M termination fee if they balk on the deal"
X Link 2025-12-23T17:05Z [---] followers, [--] engagements

"I think Painter a serious businessman who has invested a ton of time and energy into making this happen will make this happen. I think the Faisal brothers from all appearances (including their $CARS stake) are serious investors in the used car listings space"
X Link 2025-12-23T17:07Z [---] followers, [--] engagements

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