[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @blondesnmoney Cluseau Investments BDCs, or Business Development Companies, are experiencing significant declines, with many names "in the toilet" this year, and some sponsored ones like HSBDC, CGBD, and OBDC "absolutely tanking". This trend is notable as it suggests a potential issue in the sector. Some investors are shorting BDCs, citing concerns over their performance. ### Engagements: XXXXXX [#](/creator/twitter::1567614025604685825/interactions)  - X Week XXXXXXX -XX% - X Month XXXXXXXXX +80% - X Months XXXXXXXXXX -XX% - X Year XXXXXXXXXX +244% ### Mentions: XX [#](/creator/twitter::1567614025604685825/posts_active)  - X Week XXX +5.40% - X Month XXX -XXXX% - X Months XXXXX -XX% - X Year XXXXX +107% ### Followers: XXXXXX [#](/creator/twitter::1567614025604685825/followers)  - X Week XXXXXX +0.65% - X Month XXXXXX +6.20% - X Months XXXXXX +33% - X Year XXXXXX +205% ### CreatorRank: XXXXXXX [#](/creator/twitter::1567614025604685825/influencer_rank)  ### Social Influence [#](/creator/twitter::1567614025604685825/influence) --- **Social category influence** [finance](/list/finance) XXXXX% [stocks](/list/stocks) XXXX% [countries](/list/countries) XXX% [currencies](/list/currencies) #1366 [technology brands](/list/technology-brands) XXX% [cryptocurrencies](/list/cryptocurrencies) XXX% [travel destinations](/list/travel-destinations) XXX% [celebrities](/list/celebrities) XXX% [musicians](/list/musicians) XXX% **Social topic influence** [$cubi](/topic/$cubi) 2.4%, [$bynd](/topic/$bynd) #372, [bynd](/topic/bynd) #401, [$igic](/topic/$igic) #1, [the open](/topic/the-open) 1.2%, [insider](/topic/insider) 1.2%, [$cvna](/topic/$cvna) 1.2%, [china](/topic/china) 1.2%, [toilet](/topic/toilet) 1.2%, [bank of](/topic/bank-of) #71 **Top accounts mentioned or mentioned by** [@stoked_on_waves](/creator/undefined) [@joinyellowbrick](/creator/undefined) [@ron284ron](/creator/undefined) [@aureliusltd28](/creator/undefined) [@jnconkle](/creator/undefined) [@ourbank3](/creator/undefined) [@linglingfool](/creator/undefined) [@ibladesi](/creator/undefined) [@strifenjustice](/creator/undefined) [@crowhurst68](/creator/undefined) [@recoverytrade](/creator/undefined) [@kingdomcapadv](/creator/undefined) [@shaskell12](/creator/undefined) [@smalikjo](/creator/undefined) [@philly76fan215](/creator/undefined) [@mattjmcclintock](/creator/undefined) [@pitchcapinvest](/creator/undefined) [@stokedonwaves](/creator/undefined) [@leveragedbets](/creator/undefined) [@donttweetonme](/creator/undefined) **Top assets mentioned** [Beyond Meat, Inc. (BYND)](/topic/$bynd) [Carvana Co. (CVNA)](/topic/$cvna) [Jackson Financial Inc. (JXN)](/topic/$jxn) [Match Group Inc (MTCH)](/topic/$mtch) [Main Street Capital Corporation (MAIN)](/topic/$main) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Newton Protocol (NEWT)](/topic/$newt) [Bausch�Health�Companies�Inc. (BHC)](/topic/$bhc) [Capital One Financial Corp. (COF)](/topic/$cof) [East West Bancorp, Inc. (EWBC)](/topic/$ewbc) [Walrus (WAL)](/topic/$wal) [Upstart Holdings, Inc. Common stock (UPST)](/topic/$upst) [Synchrony Financial (SYF)](/topic/$syf) [Pagaya Technologies Ltd. Class A Ordinary Shares (PGY)](/topic/$pgy) [RAI Finance (SOFI)](/topic/$sofi) [Affirm Holdings, Inc. Class A Common Stock (AFRM)](/topic/$afrm) [Bread Financial Holdings, Inc. (BFH)](/topic/$bfh) [Flagstar Financial, Inc. (FLG)](/topic/$flg) [SL Green Realty Corp. (SLG)](/topic/$slg) [Veno Finance (VNO)](/topic/$vno) [Equity Residential (EQR)](/topic/$eqr) [Autonomous Virtual Beings (AVB)](/topic/$avb) [UDR, Inc. (UDR)](/topic/$udr) [VALE S.A. (VALE)](/topic/$vale) [Lincoln National Corporation (LNC)](/topic/$lnc) [Lyft, Inc. Class A Common Stock (LYFT)](/topic/$lyft) ### Top Social Posts [#](/creator/twitter::1567614025604685825/posts) --- Top posts by engagements in the last XX hours "People are piling into $BYND Dec XX strike calls for XX cents while it trades at $X which would imply the equity is worth $XX Billion at $XX. Funny" [X Link](https://x.com/blondesnmoney/status/1980653590864896283) [@blondesnmoney](/creator/x/blondesnmoney) 2025-10-21T15:13Z 49.5K followers, 35.9K engagements "The implied vol is XXX on these" [X Link](https://x.com/blondesnmoney/status/1980654547757682965) [@blondesnmoney](/creator/x/blondesnmoney) 2025-10-21T15:16Z 49.5K followers, 8631 engagements "Kinda funny $GOOG is dumping on the Open AI browser tweet because the Silicon Valley insider trades were buying blocks of Browser Yes at XX cents at X AM. Still a disconnect between the Wall Street Journal readers and the Polymarket observers I guess" [X Link](https://x.com/blondesnmoney/status/1980658498141843836) [@blondesnmoney](/creator/x/blondesnmoney) 2025-10-21T15:32Z 49.5K followers, 45.7K engagements "Statement from Meowshid: "Still in Trade #28. XX% relative outperformance against KRE / Russell Small Cap Financials. Price Target Remains $XX. Stay jiggy." As a reminder gents I am still in $IGIC $VBNK recently bought back into $FIHL have a small position in and have $CUBI paired with XX strike puts and XX strike calls. These are the only high conviction trades that remain. $VLGEA and $SNEX too but those are in the "gentlemans" series and $NECB which is "Regional Recovery Trade #1". Will one day make a list of them can only keep track of the active ones" [X Link](https://x.com/blondesnmoney/status/1796209261900353721) [@blondesnmoney](/creator/x/blondesnmoney) 2024-05-30T15:57Z 49.4K followers, 5247 engagements "Fresh all time high. Todays moves: Reduce $HCI ahead of the hurricane Add $CUBI Increase $WLFC which has been a major driver of returns. I sold my entire position earlier this year at XX annoying to buy it back at XXX but kinda like the $IGIC pitch last November at $XX Late is better than never Bought more 6078 in Hong Kong last night Sold some S&P XXX etfs. Man I never do well with those" [X Link](https://x.com/blondesnmoney/status/1839034671189123526) [@blondesnmoney](/creator/x/blondesnmoney) 2024-09-25T20:10Z 49.4K followers, 80K engagements "Mebuki Financial all time high" [X Link](https://x.com/blondesnmoney/status/1953253862481207461) [@blondesnmoney](/creator/x/blondesnmoney) 2025-08-07T00:36Z 49.4K followers, 11.9K engagements "Bit of trading lore for you all Noticed a Form X filed by John Paulson last night where he bought 34721118 of $BHC at $XXXX a XX% premium to the close and a XX% premium over where it was last week thought it was a mistake. Turns out 34721118 exactly matches Icahn's position as of June. Somehow the reporters missed guess it is a Friday but pretty interesting that two of the investing greats traded with each other not to mention the guy who was exiting exited at a XX% premium to the close" [X Link](https://x.com/blondesnmoney/status/1956351097964052645) [@blondesnmoney](/creator/x/blondesnmoney) 2025-08-15T13:43Z 49.4K followers, 49.5K engagements "@DJ_EBITDA Lack of hurricanes + FL litigation reform is a nice tailwind for reinsurers. Should leave to softening prices though which will benefit the FL insurers who will in turn pass on the savings due to competition but that will be 2027 or 2028" [X Link](https://x.com/blondesnmoney/status/1974116700128989472) [@blondesnmoney](/creator/x/blondesnmoney) 2025-10-03T14:17Z 49.3K followers, XXX engagements "Seeing a lot of posts on the $CVNA insider sales what's funny is in July and August the pace was way higher more than 100k shares a day. 10k a day looks like nothing in comparison" [X Link](https://x.com/blondesnmoney/status/1974609520711372920) [@blondesnmoney](/creator/x/blondesnmoney) 2025-10-04T22:56Z 49.3K followers, 15.3K engagements "@linglingfool onit management team is blinder than stevie wonder man holy shit. trades at 5x earnings and they bemoan the stock is at a discount. have they heard of a buyback maybe if glen messina wasnt shoving XX million of executive comp up everyones ass it wouldnt trade like total shit" [X Link](https://x.com/blondesnmoney/status/1975275085281046545) [@blondesnmoney](/creator/x/blondesnmoney) 2025-10-06T19:00Z 49.4K followers, 1335 engagements "@MostlyMonkey still higher credit quality than pagaya" [X Link](https://x.com/blondesnmoney/status/1978130198013821069) [@blondesnmoney](/creator/x/blondesnmoney) 2025-10-14T16:06Z 49.4K followers, XXX engagements "@linglingfool It's not moving at all because they have no loans" [X Link](https://x.com/blondesnmoney/status/1978906023780839430) [@blondesnmoney](/creator/x/blondesnmoney) 2025-10-16T19:28Z 49.5K followers, XXX engagements "Incredible how well midwit thinking like "someone has to service the data center ACs" has worked this year" [X Link](https://x.com/blondesnmoney/status/1979652994087149840) [@blondesnmoney](/creator/x/blondesnmoney) 2025-10-18T20:57Z 49.4K followers, 57.1K engagements "@stoked_on_waves @RodriGo_ethe Think a lot of the recent move was credit related so the prospect of lower rates bailing out troubled loans may offset the perception of lower income" [X Link](https://x.com/blondesnmoney/status/1979988199574253839) [@blondesnmoney](/creator/x/blondesnmoney) 2025-10-19T19:09Z 49.5K followers, XXX engagements "@pls_fix_thx @jdmsparky @kiwi_mitch77 you long" [X Link](https://x.com/blondesnmoney/status/1979991877832122751) [@blondesnmoney](/creator/x/blondesnmoney) 2025-10-19T19:23Z 49.5K followers, XXX engagements "@donttweetonme commscope financed trip" [X Link](https://x.com/blondesnmoney/status/1980021288233062635) [@blondesnmoney](/creator/x/blondesnmoney) 2025-10-19T21:20Z 49.4K followers, XXX engagements "@DipsetUniversal omg you diamond handed commscope" [X Link](https://x.com/blondesnmoney/status/1980381829971734910) [@blondesnmoney](/creator/x/blondesnmoney) 2025-10-20T21:13Z 49.4K followers, 3308 engagements "I give it X days before a YieldMaxx Beyond Meat covered call autoroll crashout knockout 0DTE 1.5x etf" [X Link](https://x.com/blondesnmoney/status/1980653777830252985) [@blondesnmoney](/creator/x/blondesnmoney) 2025-10-21T15:13Z 49.4K followers, 3556 engagements "yeah this ones gonna be a banger" [X Link](https://x.com/blondesnmoney/status/1980663954511917561) [@blondesnmoney](/creator/x/blondesnmoney) 2025-10-21T15:54Z 49.4K followers, 16.3K engagements "Are you ready for "Taylor's Winter Wonderland"" [X Link](https://x.com/blondesnmoney/status/1980725972300361970) [@blondesnmoney](/creator/x/blondesnmoney) 2025-10-21T20:00Z 49.4K followers, 4606 engagements "$COF beats $EWBC beats $WAL beats Mr. Nothing Ever Happens upgrades guidance from "nothing happened" to "nothing happened"" [X Link](https://x.com/blondesnmoney/status/1980733222758555854) [@blondesnmoney](/creator/x/blondesnmoney) 2025-10-21T20:29Z 49.4K followers, 7927 engagements "If $BYND trades another XXX Million shares it'll pass the XXX Billion record set by $VOD" [X Link](https://x.com/blondesnmoney/status/1980745230543442102) [@blondesnmoney](/creator/x/blondesnmoney) 2025-10-21T21:17Z 49.4K followers, 15.6K engagements "China Carpetbagging Operation 2: Long 36000 Hygeia 6078 HK at XX Forward P/E: 10.5x X Year Revenue Growth: XXX% X Year EPS Growth: XXX% Buyback: Yes Hygeia is a leading owner of cancer-oriented hospitals. Having traded as high as XXX HKD in 2021 (60x P/E) Hygeia has steadily fallen apart to just XX HKD a share. The financial performance is exceptional with earnings growing from XX cents in 2020 to XX in 2021 XX in 2022 XXXX in 2023 and on track for XXXX this year and XXXX in 2025. The company debuted at a highly unreasonable valuation. I think it is now attractive. The recent price action" [X Link](https://x.com/blondesnmoney/status/1838756549155561803) [@blondesnmoney](/creator/x/blondesnmoney) 2024-09-25T01:44Z 49.5K followers, 48.2K engagements "Was revisiting this post to see my original logic and was planning on closing for a X% gain but checked Bloomberg and realized Tether is still buying $AGRO on the open market. Only XX Million shares are floating and they are buying around 60000 shares a day. Roughly XXXX% of the remaining float. The valuation isn't too compelling at 10x earnings but related to the "reading the tea leaves" section in my article about value investing a repurchase of this magnitude kinda skews the risk to reward to the upside. You have someone buying a quarter percent of the remaining shares every day and a 10x" [X Link](https://x.com/blondesnmoney/status/1945529599506395142) [@blondesnmoney](/creator/x/blondesnmoney) 2025-07-16T17:02Z 49.5K followers, 34.6K engagements "Pretty funny the entirety of Fintwit thought $GCT was a Chinese scam and then the CEO got on the call said "I have no idea where we trade where we are it really doesn't make any sense" and then they bought back X% of shares and the stock doubled" [X Link](https://x.com/blondesnmoney/status/1948021969267438029) [@blondesnmoney](/creator/x/blondesnmoney) 2025-07-23T14:06Z 49.5K followers, 62.2K engagements "Didn't have this on my bingo card but guess rate cuts getting front run" [X Link](https://x.com/blondesnmoney/status/1955277374062313966) [@blondesnmoney](/creator/x/blondesnmoney) 2025-08-12T14:37Z 49.5K followers, 14.3K engagements "I don't own any BDC's but the BDC squad is flashing a warning sign. All names in the toilet this year and a lot of the sponsored BDC's like HSBD CGBD OBDC are absolutely tanking" [X Link](https://x.com/blondesnmoney/status/1973073611175928185) [@blondesnmoney](/creator/x/blondesnmoney) 2025-09-30T17:13Z 49.5K followers, 93.1K engagements "From total collapse to cash cow the resurgence of the Florida Insurance Specialists is nothing short of remarkable. While most names are already up 20-30x off the lows as we inch closer to the end of the first clean hurricane season in years I think best is yet to come" [X Link](https://x.com/blondesnmoney/status/1975915594068443156) [@blondesnmoney](/creator/x/blondesnmoney) 2025-10-08T13:26Z 49.5K followers, 43.4K engagements "Revisiting CGEO here the nice thing about it is the Net Asset Value isn't opaque since the largest holding Bank of Georgia is publicly traded. Finished Q2 at 6540 and Finished Q3 up XXXX% to 7305 doesn't take a genius to realize CGEO NAV should be up something in that neighborhood. What's also nice is CGEO has to keep the BGEO position at a certain weight to avoid tax consequences so as it goes up they trim and use the cash to repurchase their own shares at a XX% discount to net asset value. Simply put means you are getting a good deal on CGEO" [X Link](https://x.com/blondesnmoney/status/1977746652728336653) [@blondesnmoney](/creator/x/blondesnmoney) 2025-10-13T14:42Z 49.5K followers, 26.4K engagements "Fellas if you need a pitch idea for an interview / application I think I have one for you. A company called Servotronics $SVT received a cash offer by Transdigm at $XX a share last week. A few days later a third party made a competing bid and Transdigm sweetened the offer to $XX a share. There is a company I used to follow called Star Equity $STRR. It's a mini investment co that owns a few small construction businesses and has a tiny equity portfolio frankly it's just too small to be feasible in my opinion. It's run by a turnaround guy named Jeff Eberwein and now he is trying to merge it with" [X Link](https://x.com/blondesnmoney/status/1928532939064881166) [@blondesnmoney](/creator/x/blondesnmoney) 2025-05-30T19:24Z 49.5K followers, 219.4K engagements "Anyone else feeling bullish on Chinese internet Feel like $JD and $BIDU have room to run" [X Link](https://x.com/blondesnmoney/status/1965445230167249365) [@blondesnmoney](/creator/x/blondesnmoney) 2025-09-09T16:00Z 49.5K followers, 94.1K engagements "Looks like consumer credit is getting pounded today. $SOFI $SYF $UPST $AFRM $PGY $BFH What's really interesting it seems attributable to two recent events: deterioration in $CVNA securitizations and weakness in $UPST delinquency The most interesting thing I've heard however is that people are concerned AI is making it difficult for new job market entrants to find employment which seems to hurt the student loan aspect $NAVI and the $SOFI's of the world the most" [X Link](https://x.com/blondesnmoney/status/1973045733717643380) [@blondesnmoney](/creator/x/blondesnmoney) 2025-09-30T15:22Z 49.5K followers, 55.3K engagements "Thought just occured to me to track the performance of names Trump is affiliated with / names he uses to bully other countries. Average name is up XXX% YTD. Introducing the "Don" Index by me" [X Link](https://x.com/blondesnmoney/status/1973846501962232312) [@blondesnmoney](/creator/x/blondesnmoney) 2025-10-02T20:24Z 49.5K followers, 104.1K engagements "Feel free to bookmark $CUBI definitely a top X bank long for me. I think Q4 might be a bit slow for them but in 2025 I think they will surprise nicely on: - Improved Fee Income - Lower Expenses (replace Tassatpay with internal software) - Strong Deposit Growth - Impeccable Credit Quality and strong returns from their new banking teams Long 7400. Price: 47.66" [X Link](https://x.com/blondesnmoney/status/1874912681825583431) [@blondesnmoney](/creator/x/blondesnmoney) 2025-01-02T20:16Z 49.5K followers, 139.1K engagements "Voice in my head keeps telling me to buy more China" [X Link](https://x.com/blondesnmoney/status/1887331982545207469) [@blondesnmoney](/creator/x/blondesnmoney) 2025-02-06T02:46Z 49.5K followers, 200.7K engagements "If the Trump Russia phone call goes well what are the kneejerk Russia names $KSPI $VEON $RBI AV Any others" [X Link](https://x.com/blondesnmoney/status/1924475338010009888) [@blondesnmoney](/creator/x/blondesnmoney) 2025-05-19T14:40Z 49.5K followers, 22.8K engagements "Welcome Mr. Mayor. A few names to watch as a Mamdani proxy trade are: Banking (Exposure to Rent Regulated Loans / Shareholders Equity): $FFIC XXX% $PGC XXX% $FLG XXX% $DCOM XXX% $ESQ (probably around 50%) Office REITs: $VNO $SLG Residential REITs: $EQR $AVB $UDR $VRE "Freeze the rent" should in theory actually help the residential REITs although some of their affordable units are rent-controlled rent-control in general does not work because you force market participants to subsidize rent-stabilized units so I don't think a short trade there makes sense. In fact rent-control is outrageous in" [X Link](https://x.com/blondesnmoney/status/1933164869601112393) [@blondesnmoney](/creator/x/blondesnmoney) 2025-06-12T14:09Z 49.5K followers, 59.4K engagements "This administration is so full of room-temp IQ bumpkins leaking information it's unreal. Someone buys 5000 $VALE XX strike weekly puts and USD BRL starts tanking around the same time and then X hours Brazil gets a XX% tariff Understand no side is holy they all suck" [X Link](https://x.com/blondesnmoney/status/1943044837357556108) [@blondesnmoney](/creator/x/blondesnmoney) 2025-07-09T20:29Z 49.5K followers, 204.2K engagements "Nice results out of $LNC. I'm still long $JXN I like they way the company is run and I think the capital allocation is excellent. Investment portfolio is strong and I think there is a long term tailwind behind variable / structured (capped downside) annuities. An optimistic range would be something between XX to 105" [X Link](https://x.com/blondesnmoney/status/1951002240912859641) [@blondesnmoney](/creator/x/blondesnmoney) 2025-07-31T19:29Z 49.5K followers, 20.3K engagements "Great results out of $JXN $IGIC $ONIT $OPY $CUBI $MTCH ripped today although I don't understand why gambled on $LYFT - not too smart but given the other results today I don't mind as much. Also probably going to hold the $HRTG I picked up unless it gets back to $XX. Earnings season pretty much finished for me" [X Link](https://x.com/blondesnmoney/status/1953193836865376602) [@blondesnmoney](/creator/x/blondesnmoney) 2025-08-06T20:37Z 49.5K followers, 10.9K engagements "I like $MTCH and I have a feeling the Meta stuff turns out to be no big deal. On the flip side the bears on this stock are ferocious and I can already hear the "melting ice cube" argument so I am regrettably closing the entire position today. Sad but frees up some space" [X Link](https://x.com/blondesnmoney/status/1970212044617158965) [@blondesnmoney](/creator/x/blondesnmoney) 2025-09-22T19:42Z 49.5K followers, 87.4K engagements "Banks - up XXX bps Small caps - up XX bps BDC's - Destruction Something is going on" [X Link](https://x.com/blondesnmoney/status/1974181390041428033) [@blondesnmoney](/creator/x/blondesnmoney) 2025-10-03T18:34Z 49.5K followers, 177.2K engagements "On today's rendition of Doja Cat's "Paint the Town Red" BDC's barrel towards fresh lows. I'm short a few names on this list (I don't get the $MAIN valuation equity exposure for upside blah blah) but with a good chunk of names below XX% of tangible book probably worth figuring out what sucks and what doesn't" [X Link](https://x.com/blondesnmoney/status/1975669559475442137) [@blondesnmoney](/creator/x/blondesnmoney) 2025-10-07T21:08Z 49.5K followers, 92.8K engagements "Check out the Delta AVAT what a total frickin meltdown in BDC land" [X Link](https://x.com/blondesnmoney/status/1976332299802378260) [@blondesnmoney](/creator/x/blondesnmoney) 2025-10-09T17:01Z 49.5K followers, 51.1K engagements "Average Friday experience" [X Link](https://x.com/blondesnmoney/status/1976772192567542223) [@blondesnmoney](/creator/x/blondesnmoney) 2025-10-10T22:09Z 49.5K followers, 14.4K engagements "Capital Markets Rare Earths and AI Infrastructure names continue to crush the market as investors chase the next big thing. Here are X lesser-known names with pure-play exposure that have caught my eye" [X Link](https://x.com/blondesnmoney/status/1978470174698189123) [@blondesnmoney](/creator/x/blondesnmoney) 2025-10-15T14:37Z 49.5K followers, 29.2K engagements "Jana Partners and Travis Kelce building a stake in Six Flags" [X Link](https://x.com/blondesnmoney/status/1980722114777813344) [@blondesnmoney](/creator/x/blondesnmoney) 2025-10-21T19:45Z 49.5K followers, 24.7K engagements "CGEO hit a fresh ATH today. Up XX% since February XX% ahead of the All World Financials Index and XX% of the Emerging Financials Index. Still has around XX% upside to Net Asset Value here the largest component of NAV is BGEO which is up XX% since the end of Q2" [X Link](https://x.com/blondesnmoney/status/1981003742834315688) [@blondesnmoney](/creator/x/blondesnmoney) 2025-10-22T14:24Z 49.5K followers, 18.1K engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
BDCs, or Business Development Companies, are experiencing significant declines, with many names "in the toilet" this year, and some sponsored ones like HSBDC, CGBD, and OBDC "absolutely tanking". This trend is notable as it suggests a potential issue in the sector. Some investors are shorting BDCs, citing concerns over their performance.
Social category influence finance XXXXX% stocks XXXX% countries XXX% currencies #1366 technology brands XXX% cryptocurrencies XXX% travel destinations XXX% celebrities XXX% musicians XXX%
Social topic influence $cubi 2.4%, $bynd #372, bynd #401, $igic #1, the open 1.2%, insider 1.2%, $cvna 1.2%, china 1.2%, toilet 1.2%, bank of #71
Top accounts mentioned or mentioned by @stoked_on_waves @joinyellowbrick @ron284ron @aureliusltd28 @jnconkle @ourbank3 @linglingfool @ibladesi @strifenjustice @crowhurst68 @recoverytrade @kingdomcapadv @shaskell12 @smalikjo @philly76fan215 @mattjmcclintock @pitchcapinvest @stokedonwaves @leveragedbets @donttweetonme
Top assets mentioned Beyond Meat, Inc. (BYND) Carvana Co. (CVNA) Jackson Financial Inc. (JXN) Match Group Inc (MTCH) Main Street Capital Corporation (MAIN) Alphabet Inc Class A (GOOGL) Newton Protocol (NEWT) Bausch�Health�Companies�Inc. (BHC) Capital One Financial Corp. (COF) East West Bancorp, Inc. (EWBC) Walrus (WAL) Upstart Holdings, Inc. Common stock (UPST) Synchrony Financial (SYF) Pagaya Technologies Ltd. Class A Ordinary Shares (PGY) RAI Finance (SOFI) Affirm Holdings, Inc. Class A Common Stock (AFRM) Bread Financial Holdings, Inc. (BFH) Flagstar Financial, Inc. (FLG) SL Green Realty Corp. (SLG) Veno Finance (VNO) Equity Residential (EQR) Autonomous Virtual Beings (AVB) UDR, Inc. (UDR) VALE S.A. (VALE) Lincoln National Corporation (LNC) Lyft, Inc. Class A Common Stock (LYFT)
Top posts by engagements in the last XX hours
"People are piling into $BYND Dec XX strike calls for XX cents while it trades at $X which would imply the equity is worth $XX Billion at $XX. Funny"
X Link @blondesnmoney 2025-10-21T15:13Z 49.5K followers, 35.9K engagements
"The implied vol is XXX on these"
X Link @blondesnmoney 2025-10-21T15:16Z 49.5K followers, 8631 engagements
"Kinda funny $GOOG is dumping on the Open AI browser tweet because the Silicon Valley insider trades were buying blocks of Browser Yes at XX cents at X AM. Still a disconnect between the Wall Street Journal readers and the Polymarket observers I guess"
X Link @blondesnmoney 2025-10-21T15:32Z 49.5K followers, 45.7K engagements
"Statement from Meowshid: "Still in Trade #28. XX% relative outperformance against KRE / Russell Small Cap Financials. Price Target Remains $XX. Stay jiggy." As a reminder gents I am still in $IGIC $VBNK recently bought back into $FIHL have a small position in and have $CUBI paired with XX strike puts and XX strike calls. These are the only high conviction trades that remain. $VLGEA and $SNEX too but those are in the "gentlemans" series and $NECB which is "Regional Recovery Trade #1". Will one day make a list of them can only keep track of the active ones"
X Link @blondesnmoney 2024-05-30T15:57Z 49.4K followers, 5247 engagements
"Fresh all time high. Todays moves: Reduce $HCI ahead of the hurricane Add $CUBI Increase $WLFC which has been a major driver of returns. I sold my entire position earlier this year at XX annoying to buy it back at XXX but kinda like the $IGIC pitch last November at $XX Late is better than never Bought more 6078 in Hong Kong last night Sold some S&P XXX etfs. Man I never do well with those"
X Link @blondesnmoney 2024-09-25T20:10Z 49.4K followers, 80K engagements
"Mebuki Financial all time high"
X Link @blondesnmoney 2025-08-07T00:36Z 49.4K followers, 11.9K engagements
"Bit of trading lore for you all Noticed a Form X filed by John Paulson last night where he bought 34721118 of $BHC at $XXXX a XX% premium to the close and a XX% premium over where it was last week thought it was a mistake. Turns out 34721118 exactly matches Icahn's position as of June. Somehow the reporters missed guess it is a Friday but pretty interesting that two of the investing greats traded with each other not to mention the guy who was exiting exited at a XX% premium to the close"
X Link @blondesnmoney 2025-08-15T13:43Z 49.4K followers, 49.5K engagements
"@DJ_EBITDA Lack of hurricanes + FL litigation reform is a nice tailwind for reinsurers. Should leave to softening prices though which will benefit the FL insurers who will in turn pass on the savings due to competition but that will be 2027 or 2028"
X Link @blondesnmoney 2025-10-03T14:17Z 49.3K followers, XXX engagements
"Seeing a lot of posts on the $CVNA insider sales what's funny is in July and August the pace was way higher more than 100k shares a day. 10k a day looks like nothing in comparison"
X Link @blondesnmoney 2025-10-04T22:56Z 49.3K followers, 15.3K engagements
"@linglingfool onit management team is blinder than stevie wonder man holy shit. trades at 5x earnings and they bemoan the stock is at a discount. have they heard of a buyback maybe if glen messina wasnt shoving XX million of executive comp up everyones ass it wouldnt trade like total shit"
X Link @blondesnmoney 2025-10-06T19:00Z 49.4K followers, 1335 engagements
"@MostlyMonkey still higher credit quality than pagaya"
X Link @blondesnmoney 2025-10-14T16:06Z 49.4K followers, XXX engagements
"@linglingfool It's not moving at all because they have no loans"
X Link @blondesnmoney 2025-10-16T19:28Z 49.5K followers, XXX engagements
"Incredible how well midwit thinking like "someone has to service the data center ACs" has worked this year"
X Link @blondesnmoney 2025-10-18T20:57Z 49.4K followers, 57.1K engagements
"@stoked_on_waves @RodriGo_ethe Think a lot of the recent move was credit related so the prospect of lower rates bailing out troubled loans may offset the perception of lower income"
X Link @blondesnmoney 2025-10-19T19:09Z 49.5K followers, XXX engagements
"@pls_fix_thx @jdmsparky @kiwi_mitch77 you long"
X Link @blondesnmoney 2025-10-19T19:23Z 49.5K followers, XXX engagements
"@donttweetonme commscope financed trip"
X Link @blondesnmoney 2025-10-19T21:20Z 49.4K followers, XXX engagements
"@DipsetUniversal omg you diamond handed commscope"
X Link @blondesnmoney 2025-10-20T21:13Z 49.4K followers, 3308 engagements
"I give it X days before a YieldMaxx Beyond Meat covered call autoroll crashout knockout 0DTE 1.5x etf"
X Link @blondesnmoney 2025-10-21T15:13Z 49.4K followers, 3556 engagements
"yeah this ones gonna be a banger"
X Link @blondesnmoney 2025-10-21T15:54Z 49.4K followers, 16.3K engagements
"Are you ready for "Taylor's Winter Wonderland""
X Link @blondesnmoney 2025-10-21T20:00Z 49.4K followers, 4606 engagements
"$COF beats $EWBC beats $WAL beats Mr. Nothing Ever Happens upgrades guidance from "nothing happened" to "nothing happened""
X Link @blondesnmoney 2025-10-21T20:29Z 49.4K followers, 7927 engagements
"If $BYND trades another XXX Million shares it'll pass the XXX Billion record set by $VOD"
X Link @blondesnmoney 2025-10-21T21:17Z 49.4K followers, 15.6K engagements
"China Carpetbagging Operation 2: Long 36000 Hygeia 6078 HK at XX Forward P/E: 10.5x X Year Revenue Growth: XXX% X Year EPS Growth: XXX% Buyback: Yes Hygeia is a leading owner of cancer-oriented hospitals. Having traded as high as XXX HKD in 2021 (60x P/E) Hygeia has steadily fallen apart to just XX HKD a share. The financial performance is exceptional with earnings growing from XX cents in 2020 to XX in 2021 XX in 2022 XXXX in 2023 and on track for XXXX this year and XXXX in 2025. The company debuted at a highly unreasonable valuation. I think it is now attractive. The recent price action"
X Link @blondesnmoney 2024-09-25T01:44Z 49.5K followers, 48.2K engagements
"Was revisiting this post to see my original logic and was planning on closing for a X% gain but checked Bloomberg and realized Tether is still buying $AGRO on the open market. Only XX Million shares are floating and they are buying around 60000 shares a day. Roughly XXXX% of the remaining float. The valuation isn't too compelling at 10x earnings but related to the "reading the tea leaves" section in my article about value investing a repurchase of this magnitude kinda skews the risk to reward to the upside. You have someone buying a quarter percent of the remaining shares every day and a 10x"
X Link @blondesnmoney 2025-07-16T17:02Z 49.5K followers, 34.6K engagements
"Pretty funny the entirety of Fintwit thought $GCT was a Chinese scam and then the CEO got on the call said "I have no idea where we trade where we are it really doesn't make any sense" and then they bought back X% of shares and the stock doubled"
X Link @blondesnmoney 2025-07-23T14:06Z 49.5K followers, 62.2K engagements
"Didn't have this on my bingo card but guess rate cuts getting front run"
X Link @blondesnmoney 2025-08-12T14:37Z 49.5K followers, 14.3K engagements
"I don't own any BDC's but the BDC squad is flashing a warning sign. All names in the toilet this year and a lot of the sponsored BDC's like HSBD CGBD OBDC are absolutely tanking"
X Link @blondesnmoney 2025-09-30T17:13Z 49.5K followers, 93.1K engagements
"From total collapse to cash cow the resurgence of the Florida Insurance Specialists is nothing short of remarkable. While most names are already up 20-30x off the lows as we inch closer to the end of the first clean hurricane season in years I think best is yet to come"
X Link @blondesnmoney 2025-10-08T13:26Z 49.5K followers, 43.4K engagements
"Revisiting CGEO here the nice thing about it is the Net Asset Value isn't opaque since the largest holding Bank of Georgia is publicly traded. Finished Q2 at 6540 and Finished Q3 up XXXX% to 7305 doesn't take a genius to realize CGEO NAV should be up something in that neighborhood. What's also nice is CGEO has to keep the BGEO position at a certain weight to avoid tax consequences so as it goes up they trim and use the cash to repurchase their own shares at a XX% discount to net asset value. Simply put means you are getting a good deal on CGEO"
X Link @blondesnmoney 2025-10-13T14:42Z 49.5K followers, 26.4K engagements
"Fellas if you need a pitch idea for an interview / application I think I have one for you. A company called Servotronics $SVT received a cash offer by Transdigm at $XX a share last week. A few days later a third party made a competing bid and Transdigm sweetened the offer to $XX a share. There is a company I used to follow called Star Equity $STRR. It's a mini investment co that owns a few small construction businesses and has a tiny equity portfolio frankly it's just too small to be feasible in my opinion. It's run by a turnaround guy named Jeff Eberwein and now he is trying to merge it with"
X Link @blondesnmoney 2025-05-30T19:24Z 49.5K followers, 219.4K engagements
"Anyone else feeling bullish on Chinese internet Feel like $JD and $BIDU have room to run"
X Link @blondesnmoney 2025-09-09T16:00Z 49.5K followers, 94.1K engagements
"Looks like consumer credit is getting pounded today. $SOFI $SYF $UPST $AFRM $PGY $BFH What's really interesting it seems attributable to two recent events: deterioration in $CVNA securitizations and weakness in $UPST delinquency The most interesting thing I've heard however is that people are concerned AI is making it difficult for new job market entrants to find employment which seems to hurt the student loan aspect $NAVI and the $SOFI's of the world the most"
X Link @blondesnmoney 2025-09-30T15:22Z 49.5K followers, 55.3K engagements
"Thought just occured to me to track the performance of names Trump is affiliated with / names he uses to bully other countries. Average name is up XXX% YTD. Introducing the "Don" Index by me"
X Link @blondesnmoney 2025-10-02T20:24Z 49.5K followers, 104.1K engagements
"Feel free to bookmark $CUBI definitely a top X bank long for me. I think Q4 might be a bit slow for them but in 2025 I think they will surprise nicely on: - Improved Fee Income - Lower Expenses (replace Tassatpay with internal software) - Strong Deposit Growth - Impeccable Credit Quality and strong returns from their new banking teams Long 7400. Price: 47.66"
X Link @blondesnmoney 2025-01-02T20:16Z 49.5K followers, 139.1K engagements
"Voice in my head keeps telling me to buy more China"
X Link @blondesnmoney 2025-02-06T02:46Z 49.5K followers, 200.7K engagements
"If the Trump Russia phone call goes well what are the kneejerk Russia names $KSPI $VEON $RBI AV Any others"
X Link @blondesnmoney 2025-05-19T14:40Z 49.5K followers, 22.8K engagements
"Welcome Mr. Mayor. A few names to watch as a Mamdani proxy trade are: Banking (Exposure to Rent Regulated Loans / Shareholders Equity): $FFIC XXX% $PGC XXX% $FLG XXX% $DCOM XXX% $ESQ (probably around 50%) Office REITs: $VNO $SLG Residential REITs: $EQR $AVB $UDR $VRE "Freeze the rent" should in theory actually help the residential REITs although some of their affordable units are rent-controlled rent-control in general does not work because you force market participants to subsidize rent-stabilized units so I don't think a short trade there makes sense. In fact rent-control is outrageous in"
X Link @blondesnmoney 2025-06-12T14:09Z 49.5K followers, 59.4K engagements
"This administration is so full of room-temp IQ bumpkins leaking information it's unreal. Someone buys 5000 $VALE XX strike weekly puts and USD BRL starts tanking around the same time and then X hours Brazil gets a XX% tariff Understand no side is holy they all suck"
X Link @blondesnmoney 2025-07-09T20:29Z 49.5K followers, 204.2K engagements
"Nice results out of $LNC. I'm still long $JXN I like they way the company is run and I think the capital allocation is excellent. Investment portfolio is strong and I think there is a long term tailwind behind variable / structured (capped downside) annuities. An optimistic range would be something between XX to 105"
X Link @blondesnmoney 2025-07-31T19:29Z 49.5K followers, 20.3K engagements
"Great results out of $JXN $IGIC $ONIT $OPY $CUBI $MTCH ripped today although I don't understand why gambled on $LYFT - not too smart but given the other results today I don't mind as much. Also probably going to hold the $HRTG I picked up unless it gets back to $XX. Earnings season pretty much finished for me"
X Link @blondesnmoney 2025-08-06T20:37Z 49.5K followers, 10.9K engagements
"I like $MTCH and I have a feeling the Meta stuff turns out to be no big deal. On the flip side the bears on this stock are ferocious and I can already hear the "melting ice cube" argument so I am regrettably closing the entire position today. Sad but frees up some space"
X Link @blondesnmoney 2025-09-22T19:42Z 49.5K followers, 87.4K engagements
"Banks - up XXX bps Small caps - up XX bps BDC's - Destruction Something is going on"
X Link @blondesnmoney 2025-10-03T18:34Z 49.5K followers, 177.2K engagements
"On today's rendition of Doja Cat's "Paint the Town Red" BDC's barrel towards fresh lows. I'm short a few names on this list (I don't get the $MAIN valuation equity exposure for upside blah blah) but with a good chunk of names below XX% of tangible book probably worth figuring out what sucks and what doesn't"
X Link @blondesnmoney 2025-10-07T21:08Z 49.5K followers, 92.8K engagements
"Check out the Delta AVAT what a total frickin meltdown in BDC land"
X Link @blondesnmoney 2025-10-09T17:01Z 49.5K followers, 51.1K engagements
"Average Friday experience"
X Link @blondesnmoney 2025-10-10T22:09Z 49.5K followers, 14.4K engagements
"Capital Markets Rare Earths and AI Infrastructure names continue to crush the market as investors chase the next big thing. Here are X lesser-known names with pure-play exposure that have caught my eye"
X Link @blondesnmoney 2025-10-15T14:37Z 49.5K followers, 29.2K engagements
"Jana Partners and Travis Kelce building a stake in Six Flags"
X Link @blondesnmoney 2025-10-21T19:45Z 49.5K followers, 24.7K engagements
"CGEO hit a fresh ATH today. Up XX% since February XX% ahead of the All World Financials Index and XX% of the Emerging Financials Index. Still has around XX% upside to Net Asset Value here the largest component of NAV is BGEO which is up XX% since the end of Q2"
X Link @blondesnmoney 2025-10-22T14:24Z 49.5K followers, 18.1K engagements
/creator/twitter::blondesnmoney