# ![@blondesnmoney Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1567614025604685825.png) @blondesnmoney Cluseau Investments

Cluseau Investments appears to be active on social media, sharing insights and opinions on various stocks and market trends. The most notable activity is their engagement with other users, responding to comments and sharing their perspectives on specific stocks. They also seem to be focused on value investing, mentioning specific companies and industries that they find interesting or undervalued. Additionally, they appear to be discussing market trends and potential investment opportunities in China, Argentina, and other regions.

### Engagements: [-------] [#](/creator/twitter::1567614025604685825/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1567614025604685825/c:line/m:interactions.svg)

- [--] Week [-------] -18%
- [--] Month [---------] +85%
- [--] Months [----------] -38%
- [--] Year [----------] +36%

### Mentions: [---] [#](/creator/twitter::1567614025604685825/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1567614025604685825/c:line/m:posts_active.svg)

- [--] Week [---] -13%
- [--] Month [---] +46%
- [--] Months [-----] +1.60%
- [--] Year [-----] -14%

### Followers: [------] [#](/creator/twitter::1567614025604685825/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1567614025604685825/c:line/m:followers.svg)

- [--] Week [------] +0.60%
- [--] Month [------] +3.30%
- [--] Months [------] +23%
- [--] Year [------] +77%

### CreatorRank: [------] [#](/creator/twitter::1567614025604685825/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1567614025604685825/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  #1744 [finance](/list/finance)  #2957 [cryptocurrencies](/list/cryptocurrencies)  #509 [technology brands](/list/technology-brands)  10.78% [countries](/list/countries)  3.59% [social networks](/list/social-networks)  1.8% [currencies](/list/currencies)  1.2% [celebrities](/list/celebrities)  0.6% [automotive brands](/list/automotive-brands)  0.6% [fashion brands](/list/fashion-brands)  0.6%

**Social topic influence**
[ai](/topic/ai) 8.98%, [investment](/topic/investment) 5.99%, [insurance](/topic/insurance) #1206, [$hrtg](/topic/$hrtg) #2, [$fix](/topic/$fix) #5, [in the](/topic/in-the) 4.19%, [if you](/topic/if-you) 3.59%, [$iesc](/topic/$iesc) #3, [bullish](/topic/bullish) 2.99%, [$powl](/topic/$powl) #2

**Top accounts mentioned or mentioned by**
[@jnconkle](/creator/undefined) [@the_pro_invest](/creator/undefined) [@strifenjustice](/creator/undefined) [@whatsgoingoninm](/creator/undefined) [@thenarrenschiff](/creator/undefined) [@citrini7](/creator/undefined) [@mr_neutral_man](/creator/undefined) [@aureliusltd28](/creator/undefined) [@adriadacunha](/creator/undefined) [@yenoms](/creator/undefined) [@rennyzucker](/creator/undefined) [@ron284ron](/creator/undefined) [@c0n5tantinople](/creator/undefined) [@apo98388625](/creator/undefined) [@hatfieldcapital](/creator/undefined) [@hindsight2121](/creator/undefined) [@tierrapartners](/creator/undefined) [@j82zr](/creator/undefined) [@portfoliodiary](/creator/undefined) [@bzzlman7744](/creator/undefined)

**Top assets mentioned**
[Comfort Systems USA, Inc. (FIX)](/topic/$fix) [IES Holdings, Inc. Common Stock (IESC)](/topic/$iesc) [Powell Industries Inc (POWL)](/topic/$powl) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Ategrity Specialty Insurance Company Holdings (ASIC)](/topic/$asic) [CUSTOMERS BANCORP INC (CUBI)](/topic/$cubi) [NerveNetwork (NVT)](/topic/$nvt) [Western Digital Corp (WDC)](/topic/$wdc) [Adobe, Inc. (ADBE)](/topic/$adbe) [American Integrity Insurance Group, Inc. (AII)](/topic/$aii) [Metrix Coin (MRX)](/topic/$mrx) [CatCoin (CAT)](/topic/$cat) [VersaBank (VBNK)](/topic/$vbnk) [The Official [--] coin (76)](/topic/$76) [Common Wealth (WLTH)](/topic/$wlth) [Arthur J. Gallagher & Co. (AJG)](/topic/$ajg) [Kaspi.kz Joint Stock Company (KSPI)](/topic/$kspi) [Main Street Capital Corporation (MAIN)](/topic/$main) [Veno Finance (VNO)](/topic/$vno) [Bancolombia S.A. (CIB)](/topic/$cib) [Banco Latinoamericano de Comercio Exterior, S.A (BLX)](/topic/$blx) [Chain Bridge Bancorp, Inc. (CBNA)](/topic/$cbna) [Sandisk Corporation (SNDK)](/topic/$sndk) [Micron Technology, Inc. (MU)](/topic/$mu) [Thomson Reuters Corporation (TRI)](/topic/$tri) [S&P Global Inc (SPGI)](/topic/$spgi) [Newton Protocol (NEWT)](/topic/$newt) [Lincoln National Corporation (LNC)](/topic/$lnc) [Jackson Financial Inc. (JXN)](/topic/$jxn) [Born in [--] (19)](/topic/$19) [SBA Communications Corporation (SBAC)](/topic/$sbac) [Freshworks Inc. (FRSH)](/topic/$frsh) [CommScope Holding Company, Inc. (COMM)](/topic/$comm)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$PSIX is by far the most bipolar equity of [----]. Every day up or down [--] bucks but with our friend Mr. $CAT apiller going ballistic maybe people are finally paying attention to the little reciprocating engine cousin"  
[X Link](https://x.com/blondesnmoney/status/2019867216624381971)  2026-02-06T20:14Z 55.4K followers, 24.1K engagements


"The only remaining high conviction trades I have on right now are $IGIC $VBNK $NEWT and $CUBI with [--] Puts Almost want to nibble at Fidelis here [--] was expensivo at [--]. hmmm. almost roundtripped to the original pitch price. http://1733.HK http://1733.HK"  
[X Link](https://x.com/blondesnmoney/status/1795534070363099591)  2024-05-28T19:14Z 55.3K followers, [----] engagements


"Voice in my head keeps telling me to buy more China"  
[X Link](https://x.com/blondesnmoney/status/1887331982545207469)  2025-02-06T02:46Z 55.1K followers, 200.8K engagements


"If you made life changing money and closed your position. Get up. Go for a walk. Do not tell anyone. Do not return to trade later today. Take a break and realize you made thousands of hours of labor in cash overnight. Put a good chunk in index funds and the rest in $BOXX. Tell no one. Pretend it never happened. https://twitter.com/i/web/status/1947654476346609921 https://twitter.com/i/web/status/1947654476346609921"  
[X Link](https://x.com/blondesnmoney/status/1947654476346609921)  2025-07-22T13:46Z 55.1K followers, 25.2K 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 [--] to [---]. https://twitter.com/i/web/status/1951002240912859641 https://twitter.com/i/web/status/1951002240912859641"  
[X Link](https://x.com/blondesnmoney/status/1951002240912859641)  2025-07-31T19:29Z 55.2K followers, 28.7K engagements


"$ESQ is rare in that it is one of the few regional banks to become a meme. No one really knows why it is $90 but I bet they buy someone soon"  
[X Link](https://x.com/blondesnmoney/status/1953455001063264463)  2025-08-07T13:55Z 55.1K followers, [----] engagements


"@BasedStatistic @noliquidity_ think you mean $wsbf"  
[X Link](https://x.com/blondesnmoney/status/1972727397020524815)  2025-09-29T18:17Z 55.1K followers, [---] engagements


"Kinda similar to $HRTG there's no institutional love for it so on random days it'll move a buck or two. I've been adding under $19 each time"  
[X Link](https://x.com/blondesnmoney/status/1999220377508094200)  2025-12-11T20:50Z 55.1K followers, [----] engagements


"@GreenAndGranite Do you think it could trade above book"  
[X Link](https://x.com/blondesnmoney/status/2005023882210935223)  2025-12-27T21:11Z 55.1K followers, [---] engagements


"YTD returns are nuts man $POWL $IESC $NVT - Mildly related $FIX Enjoy $POWL $IESC $NVT - Mildly related $FIX Enjoy"  
[X Link](https://x.com/blondesnmoney/status/2010820550336086220)  2026-01-12T21:05Z 55.1K followers, 38K engagements


"Insurance investors strike again"  
[X Link](https://x.com/blondesnmoney/status/2011182122892214545)  2026-01-13T21:02Z 55.3K followers, 15.7K engagements


"Anyone bullish on $SBAC Looks like a rough setup with all of that debt"  
[X Link](https://x.com/blondesnmoney/status/2013698842600857667)  2026-01-20T19:43Z 55.1K followers, [----] engagements


"$CUBI after trading above 9x forward earnings for more than [--] days (peers trade at 12x)"  
[X Link](https://x.com/blondesnmoney/status/2014765175396573527)  2026-01-23T18:20Z 55.2K followers, 10.5K engagements


"Certainly although I think you could argue smaller US Regional Banks are still pretty attractively priced especially those in the 8x to 10x region no pun intended. Even Japanese Banks trade at higher levels only banks cheaper are a select few EU Gov Affiliated Names and Chinese Regional Banks"  
[X Link](https://x.com/blondesnmoney/status/2014812062128517430)  2026-01-23T21:26Z 55K followers, [---] engagements


"@c0n5tantinople I liked Semitec but I did sell it recently. Was a good run"  
[X Link](https://x.com/blondesnmoney/status/2015842646284026119)  2026-01-26T17:41Z 55.2K followers, [---] engagements


"Watching in real time as $CUBI shifts from being a value loser to a growth winner and trading at or above the peer multiple"  
[X Link](https://x.com/blondesnmoney/status/2015864682062491689)  2026-01-26T19:09Z 55.2K followers, [----] engagements


"Insane currency move ongoing right now"  
[X Link](https://x.com/blondesnmoney/status/2016251795538911371)  2026-01-27T20:47Z 55.1K followers, 35.1K engagements


"@0xraikouz I posted the entire basket right here https://x.com/blondesnmoney/status/2012203146114720021 Whoa https://t.co/0o0QERYPOu https://x.com/blondesnmoney/status/2012203146114720021 Whoa https://t.co/0o0QERYPOu"  
[X Link](https://x.com/blondesnmoney/status/2016559341973766613)  2026-01-28T17:09Z 55.2K followers, 13.9K engagements


"@whatsgoingoninm I've been steadily adding think [--] was the bottom. The new share repurchase program will help but what will really send it up massively is the resumption of the dividend which I think will happen this year. Founders will want to extract cash if we get a [--] or [----] dividend"  
[X Link](https://x.com/blondesnmoney/status/2016563377011667141)  2026-01-28T17:25Z 55.3K followers, [----] engagements


"Collared $WDC between [---] and [---] up until February expiration"  
[X Link](https://x.com/blondesnmoney/status/2017263935385199034)  2026-01-30T15:49Z 55.1K followers, 20.7K engagements


"Sorry folks but the background is not red which means a definitive metals bottom cannot yet be established"  
[X Link](https://x.com/blondesnmoney/status/2017325180679250096)  2026-01-30T19:52Z 55K followers, [----] engagements


"Huge operating leverage when capital markets activity surges"  
[X Link](https://x.com/blondesnmoney/status/2018366146483802286)  2026-02-02T16:49Z 55.1K followers, [----] engagements


"Everyone keeps trying to call a top on memory. "The cycle will top [----]. No it will top 2028." What if it lasts longer than a mere [--] years Is this bullish scenario baked into Hynix's current price Not a tech guy but I've been buying Hynix. Not a tech guy but I've been buying Hynix"  
[X Link](https://x.com/blondesnmoney/status/2018406248220119381)  2026-02-02T19:28Z 55.1K followers, 28.4K engagements


"I don't believe the current price reflects this scenario"  
[X Link](https://x.com/blondesnmoney/status/2018406367334150264)  2026-02-02T19:29Z 55.1K followers, [----] engagements


"The story for them is more about growth kinda hard for someone like them to underwrite below 85% point is if they scale out and cover their overhead all the new incremental business will contribute massively to the bottom line. Only guy with a combined ratio similar to IGI is Kinsale and they operate in vastly different lines. Can't find anyone else consistently in the 70s and 80s. https://twitter.com/i/web/status/2018431230702768629 https://twitter.com/i/web/status/2018431230702768629"  
[X Link](https://x.com/blondesnmoney/status/2018431230702768629)  2026-02-02T21:08Z 55.1K followers, [---] engagements


"@Apo98388625 I covered $ADBE short at a gain closed $FRSH long at a loss. No strong opinion either direction. Think worst of it is over now looking at names that can jack up earnings by firing developers"  
[X Link](https://x.com/blondesnmoney/status/2018807885074247742)  2026-02-03T22:04Z 55.2K followers, [---] engagements


"So these names will become "cash cows" versus growth but the software guys cannot comprehend this because the story has always been growth"  
[X Link](https://x.com/blondesnmoney/status/2019437411596660961)  2026-02-05T15:46Z 55.1K followers, [----] engagements


"So it doesn't really matter how cheap they are because the method of valuing them has changed from some ridiculous 20x [----] EBITDA multiple to "I want cash flow now" multiple and this is an entirely new world. Welcome to feeling like you own a regional bank"  
[X Link](https://x.com/blondesnmoney/status/2019437874379452833)  2026-02-05T15:48Z 55.1K followers, [----] engagements


"@jnconkle If the S&P can trade at 24x earnings I think GOOG can trade at 28x. [----] x [--] = 340"  
[X Link](https://x.com/blondesnmoney/status/2019811343289995506)  2026-02-06T16:32Z 55.1K followers, [---] engagements


"@illyquid You're in IESC too Power rangers assembling"  
[X Link](https://x.com/blondesnmoney/status/2019956870098874852)  2026-02-07T02:10Z 55.2K followers, [----] engagements


"My favorite part of Twitter is when people concoct entities to explain why something went down. You could just say "my stocks went down" but instead I always see "An Arab Cayman Entity with deep ties to the JPY MXN carry trade was squeezed on the crypto basis trade forcing a cascading liquidation of their secondary US equities portfolio to support their ongoing operations""  
[X Link](https://x.com/blondesnmoney/status/2019968586937176362)  2026-02-07T02:56Z 55K followers, [----] engagements


"Got some life changing advice from Dr. Claude today"  
[X Link](https://x.com/blondesnmoney/status/2020151561540813233)  2026-02-07T15:03Z 55.1K followers, 15.8K engagements


"Hello @IBKR your CME feed is offline please attend to this thank you"  
[X Link](https://x.com/blondesnmoney/status/2020634096662413404)  2026-02-08T23:01Z 55.1K followers, 10.7K engagements


"My opinion on today's insurance events"  
[X Link](https://x.com/blondesnmoney/status/2020969641959391307)  2026-02-09T21:14Z 55.1K followers, [----] engagements


"Year has just begun and the JP Banks are up another 35%. Wild. Had a few triples $WDC $FIX $COMM and a few doubles $CGEO [----] [----] $HRTG Had a few triples $WDC $FIX $COMM and a few doubles $CGEO [----] [----] $HRTG"  
[X Link](https://x.com/blondesnmoney/status/2021032448554123283)  2026-02-10T01:24Z 55.1K followers, 16.5K engagements


"These AI selloffs are so funny. Mostly overdone I think but also showcasing the fact most of the profit of the "disrupted entity" comes from doing nothing. Does AI have much to do with Schwab No. Are they also the worst fucking broker Probably"  
[X Link](https://x.com/blondesnmoney/status/2021280534869979419)  2026-02-10T17:50Z 55.1K followers, [----] engagements


""We fucked you 20k this year on zero interest on cash balance and horrendous order execution but here is a nice dinner and some golf tickets to make up for it""  
[X Link](https://x.com/blondesnmoney/status/2021280738511913429)  2026-02-10T17:50Z 55.1K followers, [----] engagements


"You might not realize it yet but this will one day become the AI VIX"  
[X Link](https://x.com/blondesnmoney/status/2021296793829478476)  2026-02-10T18:54Z 55.2K followers, 162K engagements


"Insurance Broker [----] Whats this yoga pose called https://t.co/QibkmPS2nG Whats this yoga pose called https://t.co/QibkmPS2nG"  
[X Link](https://x.com/blondesnmoney/status/2021298049025257575)  2026-02-10T18:59Z 55.1K followers, 23.7K engagements


"@TheNarrenschiff @HatfieldCapital The bottom one we call the "Purchasing AJG at 30x earnings child support special""  
[X Link](https://x.com/blondesnmoney/status/2021332843998347521)  2026-02-10T21:17Z 55.2K followers, [---] engagements


"@TheNarrenschiff @HatfieldCapital Your wife follows your finance twitter Living my dream man"  
[X Link](https://x.com/blondesnmoney/status/2021333189588025816)  2026-02-10T21:19Z 55.2K followers, [---] engagements


"@hindsight2121 No because the IPO wasn't pulled"  
[X Link](https://x.com/blondesnmoney/status/2021356586606920039)  2026-02-10T22:52Z 55.2K followers, [---] engagements


"These calls are out of control "And sir what inning do you believe we are in" "Frankly it's the night before when we smoke a little kush and make inappropriate comments about the coaches wife" "Thanks for the color Mike""  
[X Link](https://x.com/blondesnmoney/status/2021358455513285079)  2026-02-10T22:59Z 55.1K followers, [---] engagements


"Everytime I post something involving $FIX the S&P swoons [--] points like clockwork"  
[X Link](https://x.com/blondesnmoney/status/2021603847152550235)  2026-02-11T15:14Z 55.2K followers, [----] engagements


"Post $FIX Drops [--] bucks Delete $FIX Jumps [--] bucks I'm just the intraday contra of our time"  
[X Link](https://x.com/blondesnmoney/status/2021631033397973492)  2026-02-11T17:02Z 55.2K followers, [----] engagements


"POV you accidently click the comments section below any post about $SHOP $MSFT $ANGI or Unity"  
[X Link](https://x.com/blondesnmoney/status/2021681075177570790)  2026-02-11T20:21Z 55.2K followers, [----] engagements


"I am offering Kleenex and hugs If Kioxia is not up at least 5% at the open I will need Kleenex and a hug If Kioxia is not up at least 5% at the open I will need Kleenex and a hug"  
[X Link](https://x.com/blondesnmoney/status/2021958801939636401)  2026-02-12T14:45Z 55.3K followers, [----] engagements


"@Aureliusltd28 dont think so. financial services lobby is probably the most powerful and claude bank is the easiest way for them to getting everyone's bad graces. ai will reduce bank overhead by 50% or more over the next decade and they will pass none of the profits on to consumers"  
[X Link](https://x.com/blondesnmoney/status/2022021952597279026)  2026-02-12T18:56Z 55.3K followers, [----] engagements


"Speaking of doubling down added [---] more $OPY today in the low 70s. $OPY is one of my favorite investment banks at just 9x earnings I think it's really misunderstood because the vast majority of earnings come from its private client / wealth management division which is indexed to the market (as markets increase so does AUM) and its retail brokerage and Sales and Trading Desk position it to thrive when volatility occurs. With first half earnings of $4.60 and an improving backdrop for small caps it really seems within striking distance of $8 a share in EPS which puts it at a comically low 9x."  
[X Link](https://x.com/blondesnmoney/status/1963335825321607521)  2025-09-03T20:18Z 55.4K followers, 74K engagements


"I've been short $ADBE. Not saying it is a buy but I don't see much downside anymore either. Covered the last of my short today. How is the AI stuff not going to cook small time graphic designers And $ADBE Sure they can raise prices but if you are small business and you want to advertise your restaurant or product you no longer need a graphic designer. How is the AI stuff not going to cook small time graphic designers And $ADBE Sure they can raise prices but if you are small business and you want to advertise your restaurant or product you no longer need a graphic designer"  
[X Link](https://x.com/blondesnmoney/status/2015867482880315400)  2026-01-26T19:20Z 55.4K followers, 50.8K engagements


"$OPY reported a huge quarter $6.51 in earnings per share for the quarter $13.04 for the year. No debt Tangible Book Value of $76 a share and their capital markets segment is finally shining through. Still a very reasonable valuation for an Investment Bank. Speaking of doubling down added [---] more $OPY today in the low 70s. $OPY is one of my favorite investment banks at just 9x earnings I think it's really misunderstood because the vast majority of earnings come from its private client / wealth management division which is Speaking of doubling down added [---] more $OPY today in the low 70s."  
[X Link](https://x.com/blondesnmoney/status/2017251537450328345)  2026-01-30T15:00Z 55.4K followers, 14.1K engagements


"Chinese AI models are putting out lifelike films and you don't have any storage memory and infrastructure exposure"  
[X Link](https://x.com/blondesnmoney/status/2021674741870829749)  2026-02-11T19:56Z 55.4K followers, 57.6K engagements


"Humiliation ritual YTD. The holier-than-thou quality guys who used to opine about how they owned "world class businesses at 50x earnings that were simply too high IQ for the normies to understand" are all down 30% and room-temp African coup detats rare earth guys are up 100%"  
[X Link](https://x.com/blondesnmoney/status/2021693178814832849)  2026-02-11T21:09Z 55.4K followers, 27.5K engagements


"Have been banging the drum on these for a while. $IESC in particular is my favorite followed by PSIX FIX and POWL in that order. Other names are LGN and STRL"  
[X Link](https://x.com/blondesnmoney/status/2021731572857164274)  2026-02-11T23:42Z 55.4K followers, [----] engagements


"With Claude Code who needs Infosys"  
[X Link](https://x.com/blondesnmoney/status/2021973645984408059)  2026-02-12T15:44Z 55.4K followers, 13.8K engagements


"Claude saw this and said "not on my watch""  
[X Link](https://x.com/blondesnmoney/status/2022010168553484726)  2026-02-12T18:09Z 55.4K followers, 13.6K engagements


"I don't understand the threat AI poses to someone like wealthfront. To an RIA charging 1% maybe but [--] basis points for direct indexing the S&P. Literally costs the same as $SPY but with tax loss harvesting advantages. As the market hopefully appreciates $WLTH will be able to show some operating leverage. Bunch of GARP guys got bagged on this name now I'm interested"  
[X Link](https://x.com/blondesnmoney/status/2022327009188167944)  2026-02-13T15:08Z 55.4K followers, [----] engagements


"I wrote up $OPY in @Citrini7 's [--] ideas for [--] bull case was that they were within striking distance of $8 in earnings per share for [----]. They just reported $6.51 of EPS in Q4 alone. With $76 of Tangible Book Value and a pristine balance sheet (no debt) I think they are still dramatically undervalued relative to closely comparable peers and that as these excellent results finally gets Oppenheimer a little time in the spotlight further upside is possible. Very impressive results out of $OPY. Overall revenues up 13% EPS of $1.91 and as expected the loss in the capital markets segment narrowed"  
[X Link](https://x.com/blondesnmoney/status/2018365673270046738)  2026-02-02T16:47Z 55.4K followers, 29.7K engagements


"AI would be so sick if they didnt put ethical filters on it Brad Pitt and Tom Cruise should sue Seedance. Chinas Seedance [---] is INSANE. This video posted on Reddit $RDDT shows Brad Pitt taking revenge for the death of Epstein. $NFLX $DIS $PSKY $AMZN $GOOG $FOXA https://t.co/uc7PJkfKt4 Brad Pitt and Tom Cruise should sue Seedance. Chinas Seedance [---] is INSANE. This video posted on Reddit $RDDT shows Brad Pitt taking revenge for the death of Epstein. $NFLX $DIS $PSKY $AMZN $GOOG $FOXA https://t.co/uc7PJkfKt4"  
[X Link](https://x.com/blondesnmoney/status/2021679715379995054)  2026-02-11T20:16Z 55.4K followers, 23.4K engagements


"you press the button on your meta glasses "I'm running late today I'd like a later flight" "Sure let me book you on the [--] PM Delta row [--] is open I know you like being close to the front" the Waymo arrived at LGA three Hyundai - Yaskawa robots open the trunk "Is there anything else you need sir" you whisp through security as the Leidos Kratos optical sensor scans your eye you are interrupted as your personal Cluade Bot informs you your agent is tax agent is arguing with the agentic IRS agent over whether a Box Spread is section [----] eligible you nod to the silver fox pilot as you board "it's"  
[X Link](https://x.com/blondesnmoney/status/2022014109210788243)  2026-02-12T18:25Z 55.4K followers, 34.7K engagements


"@tierrapartners They have a few tricks up their sleeve. The direct indexing products will catch on and soon everyone will be launching these [---] long [--] short tax loss harvesting overlays which are very hard to close out and generate sticky customers for life"  
[X Link](https://x.com/blondesnmoney/status/2022328668178317815)  2026-02-13T15:15Z 55.4K followers, [---] engagements


"Put on two trades insurance today. Picked up around 60k worth of $FIHL their results last week were better than I anticipated. Was a funny moment on the call when Leon Cooperman complained the stock continues to trade below book and the CEO seemed to indicate that the stock should be trading above book. I highly disagree $FIHL will likely never trade at a premium to book since they don't underwrite at all and are simply the balance sheet for the insurance Fidelis MGA writes but they are buying back about 3% of shares a quarter in the 16's and added $200 Million to the authorization recently"  
[X Link](https://x.com/blondesnmoney/status/1957531597596434916)  2025-08-18T19:54Z 55.4K followers, 36.9K engagements


"Still looking for lower but covered a bit of $AJG"  
[X Link](https://x.com/blondesnmoney/status/2021298877685444813)  2026-02-10T19:03Z 55.4K followers, [----] engagements


"Trade the market in front of you. $HRB I give it two years until Anthropic releases Claude Tax "Good afternoon Just drop your W-2 and 1099-B and I'll handle the rest" I give it two years until Anthropic releases Claude Tax "Good afternoon Just drop your W-2 and 1099-B and I'll handle the rest""  
[X Link](https://x.com/blondesnmoney/status/2021672868816597334)  2026-02-11T19:49Z 55.4K followers, 16.1K engagements


"Everyone keeps trying to call a top on AI. Maybe the megatrend continues. Sprinkle in some infrastructure names instead of $NVDA and just go with the flow in a literal sense Here are my favorite [--]. $POWL $IESC $NVT - Mildly related $FIX Enjoy $POWL $IESC $NVT - Mildly related $FIX Enjoy"  
[X Link](https://x.com/blondesnmoney/status/2021731139988111642)  2026-02-11T23:40Z 55.4K followers, 42.4K engagements


"If AI is going to reduce margins to zero and replace office workers bonds seem cheap"  
[X Link](https://x.com/blondesnmoney/status/2022004816986415137)  2026-02-12T17:48Z 55.4K followers, 40.1K engagements


"@ContrarianCurse the world is changing more than any of us can imagine"  
[X Link](https://x.com/blondesnmoney/status/2022012503077925146)  2026-02-12T18:18Z 55.4K followers, 26.6K engagements


"I'd like to nominate Leopold Aschenbrenner as MVP of the week"  
[X Link](https://x.com/blondesnmoney/status/2022060121040502948)  2026-02-12T21:27Z 55.4K followers, 36.4K engagements


"@tierrapartners The reason they are hard to unwind is they generate significant unrealized gains moving custodians is nearly impossible and results in a high tax bill. All the new guys like Frec are in on it once you get a customer they will be hooked for decades"  
[X Link](https://x.com/blondesnmoney/status/2022328837523329216)  2026-02-13T15:15Z 55.4K followers, [---] engagements


"Bloomberg invoice just came in"  
[X Link](https://x.com/blondesnmoney/status/2022347271636234675)  2026-02-13T16:28Z 55.4K followers, 30.6K engagements


"Software probably bottomed"  
[X Link](https://x.com/blondesnmoney/status/2022358500702327048)  2026-02-13T17:13Z 55.4K followers, 26.9K engagements


"China Carpetbagging Operation 2: Long [-----] Hygeia [----] HK at [--] Forward P/E: 10.5x [--] Year Revenue Growth: 396% [--] Year EPS Growth: 447% Buyback: Yes Hygeia is a leading owner of cancer-oriented hospitals. Having traded as high as [---] HKD in [----] (60x P/E) Hygeia has steadily fallen apart to just [--] HKD a share. The financial performance is exceptional with earnings growing from [--] cents in [----] to [--] in [----] [--] in [----] [----] in [----] and on track for [----] this year and [----] in [----]. 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)  2024-09-25T01:44Z 55.4K followers, 48.3K engagements


"Milei is incredible"  
[X Link](https://x.com/blondesnmoney/status/1858608060035449048)  2024-11-18T20:27Z 55.4K followers, 148.9K engagements


"curious gents what $ figure do you have mentally when you would just quit. stick it 30% voo 20% qqq 10% vxus 5% japan 10% some prefs 10% boxx 10% ijr 5% mdy and then just never look and joy drive around the country"  
[X Link](https://x.com/anyuser/status/1870493193093161204)  2024-12-21T15:35Z 55.4K followers, 272.7K engagements


"I have made an extreme error in choosing my username and I want to apologize to all those I offended https://t.co/ZEvbZBgdM8 https://t.co/ZEvbZBgdM8"  
[X Link](https://x.com/blondesnmoney/status/1885021644080513384)  2025-01-30T17:45Z 55.4K followers, 143.8K engagements


"Bloomberg: Ukraine ready to accept [--] day truce $KSPI moving"  
[X Link](https://x.com/blondesnmoney/status/1899521952760418517)  2025-03-11T18:04Z 55.4K followers, 14.4K engagements


"Never understood why so many NYC finance peeps spend so much money on stuff that is obviously overpriced just to get a reaction like "Omg you spent so much money on that" Rent I get but if you spend $800 on a T-shirt or $1000 a month on a gym it's not a flex you're a self selecting retard"  
[X Link](https://x.com/blondesnmoney/status/1901306037493510188)  2025-03-16T16:14Z 55.4K followers, 356.2K 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 $37 a share last week. A few days later a third party made a competing bid and Transdigm sweetened the offer to $47 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)  2025-05-30T19:24Z 55.4K followers, 220.4K engagements


"average us bank: we regret overcharging customers we are hiring additional staff to investigate and we should have it settled by [----] average japanese bank:"  
[X Link](https://x.com/blondesnmoney/status/1932450284392845562)  2025-06-10T14:50Z 55.4K followers, 131.1K engagements


"The gap between where you are and where you want to be exists only in the space between thinking and doing. Everything you desire already has a path to it. Someone has done it before or the steps can be broken down and figured out. The real barriers aren't external; they're the stories you tell yourself about why you can't start today with what you have from where you are. Your desires aren't random they're signals pointing toward your authentic self. Trust them but hold them lightly. As you move toward them you'll discover that the person you become in pursuit of what you want is often more"  
[X Link](https://x.com/blondesnmoney/status/1942772363487011194)  2025-07-09T02:26Z 55.4K followers, 205K engagements


"Cannot be a real pic but somehow is"  
[X Link](https://x.com/blondesnmoney/status/1948478615076962448)  2025-07-24T20:21Z 55.4K followers, 1.1M engagements


"MICROSOFT TO ACQUIRE UNITED STATES GOVERNMENT IN ALL CASH TRANSACTION SATYA NADELLA TO BECOME PRESIDENT AND SUPREME COURT SHORTLY"  
[X Link](https://x.com/blondesnmoney/status/1950649593106165806)  2025-07-30T20:07Z 55.4K followers, 147.9K engagements


"Getting deja vu here since these banks bumble around so much. Added back [-----] $OPBK the past few days to bring the position back to [-----] total. At $12.75 the risk to reward is actually pretty attractive. They reported $0.42 in EPS last quarter "true" EPS is actually even a bit higher because the bank donates 500k a quarter to the Open Foundation. $OPBK is a rates down name since they have a high cost of deposits due to the very demanding deposit base but even without rates down the bank is chugging along and expanding. Strong capital position asset quality intact and probably on track to"  
[X Link](https://x.com/blondesnmoney/status/1951006556696273182)  2025-07-31T19:46Z 55.4K followers, 16.2K engagements


"@CedarStResearch With the buyback in place think the downside is pretty capped. Still like $AII and $HRTG on their own"  
[X Link](https://x.com/blondesnmoney/status/1963666860081357233)  2025-09-04T18:13Z 55.4K followers, [---] engagements


"Anyone else feeling bullish on Chinese internet Feel like $JD and $BIDU have room to run. Not quite $25 but the tweets I am seeing look like capitulation. Getting started. https://t.co/cSwsq8W03u Not quite $25 but the tweets I am seeing look like capitulation. Getting started. https://t.co/cSwsq8W03u"  
[X Link](https://x.com/blondesnmoney/status/1965445230167249365)  2025-09-09T16:00Z 55.4K followers, 94.5K engagements


"Since this post $AII +15% $SLDE -17% Not short $SLDE but holding $AII long term. Nice to see $HRTG up as well looks like money is flowing out of $UVE into more value-y insurers I really don't understand why anyone would buy $SLDE over $AII. Seems like $AII is more competently run and way more profitable I really don't understand why anyone would buy $SLDE over $AII. Seems like $AII is more competently run and way more profitable"  
[X Link](https://x.com/blondesnmoney/status/1968043631983608134)  2025-09-16T20:05Z 55.4K followers, 16.4K engagements


"Interesting merger arb situation in $TASK I was originally gonna write it up but it's highly speculative and the risk to reward now is almost non-existent so I passed. Thought I'd write the story up anyways. Two founders + Blackstone own 47% they made an offer to take over the company at $16.50 a decent premium to where it was trading at right before $14.00. Still the $16.50 price represented a 6.5x EBITDA multiple pretty low and the two founders and Blackstone are rolling their equity so they can't vote in the deal. Think Investments which owns 10% of the company and Murchinson threw a fit"  
[X Link](https://x.com/blondesnmoney/status/1970906428618506586)  2025-09-24T17:41Z 55.4K followers, 14K engagements


"ai supercycle company margins explode as employees are fired central banks try to help by slashing rates lower rates make ai investment even more economical further employees fired marginal cost of products drops companies begin competing more inflation drops rates go lower more people are fired Thank you AI"  
[X Link](https://x.com/blondesnmoney/status/1973412066359722060)  2025-10-01T15:37Z 55.4K followers, 128.8K 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 70% of tangible book probably worth figuring out what sucks and what doesn't. Banks - up [---] bps Small caps - up [--] bps BDC's - Destruction Something is going on https://t.co/U1OK4khWKO Banks - up [---] bps Small caps - up [--] bps BDC's - Destruction Something is going on https://t.co/U1OK4khWKO"  
[X Link](https://x.com/blondesnmoney/status/1975669559475442137)  2025-10-07T21:08Z 55.4K followers, 94.4K engagements


"Anyone here bullish on $VNO. Need someone to explain to me why it isn't headed to $30 eventually"  
[X Link](https://x.com/blondesnmoney/status/1989069318508933211)  2025-11-13T20:34Z 55.4K followers, 31.3K engagements


"Blackjack [--] Removals: $CIB (Junior 10) $BLX (Junior 10) Blackjack [--] Additions: $MRX (From Junior 10) Tiger's kinda marginal think the Blackjack [--] is enforcing a no ADR rule for now"  
[X Link](https://x.com/blondesnmoney/status/1989346565375643916)  2025-11-14T14:55Z 55.4K followers, 36.9K engagements


"Who just bought [--] $VNO Dec [--] puts from me lol"  
[X Link](https://x.com/blondesnmoney/status/1989364373744132108)  2025-11-14T16:06Z 55.4K followers, 45.2K engagements


"Blackjack [--] Removals: $HRTG (Sold - Good 75% run) Junior [--] Removals: $TIGR (Sold - Lost 10% Did not set earnings date during typical reporting season - High cause for concern) Blackjack [--] now has just [--] members and Junior [--] has [--]. On the hunt for some new ideas haven't found any. Will probably buy $CIB next year at some point closer to election time. Keeping all removed names in "Kicked" to revisit later. Blackjack [--] Removals: $CIB (Junior 10) $BLX (Junior 10) Blackjack [--] Additions: $MRX (From Junior 10) Tiger's kinda marginal think the Blackjack [--] is enforcing a no ADR rule for now."  
[X Link](https://x.com/blondesnmoney/status/1991187530432000330)  2025-11-19T16:51Z 55.4K followers, 49.1K engagements


"I think the BDC short trade might reverse soon and I covered a bunch of names. Still not bullish on them by any measure but am no longer short"  
[X Link](https://x.com/blondesnmoney/status/1991980332074299444)  2025-11-21T21:21Z 55.4K followers, 13.8K engagements


"Blackjack [--] Removals: $ONIT (Sold - Good 10% run) Blackjack [--] Additions: $AII (Overhang from secondary removed discount to peers piques my interest) Blackjack [--] Removals: $HRTG (Sold - Good 75% run) Junior [--] Removals: $TIGR (Sold - Lost 10% Did not set earnings date during typical reporting season - High cause for concern) Blackjack [--] now has just [--] members and Junior [--] has [--]. On the hunt for some new ideas haven't https://t.co/CM7BI7l67G Blackjack [--] Removals: $HRTG (Sold - Good 75% run) Junior [--] Removals: $TIGR (Sold - Lost 10% Did not set earnings date during typical reporting"  
[X Link](https://x.com/blondesnmoney/status/1992996415442968683)  2025-11-24T16:39Z 55.4K followers, 52.5K engagements


"@DJ_EBITDA No one knew where it would price. Now that it has priced around $20 sets an anchor in everyones mind that the "true" value has to be a bit higher otherwise the block would've been lower"  
[X Link](https://x.com/blondesnmoney/status/1993097563902480405)  2025-11-24T23:21Z 55.4K followers, [---] engagements


"Core CPI 2.6% vs 3.0% WHOA"  
[X Link](https://x.com/blondesnmoney/status/2001646310022353281)  2025-12-18T13:30Z 55.4K followers, 19.3K engagements


"😉 In an age where politics has never been more vicious and flush with cash Chain Bridge represents a rare opportunity to profit from the chaos - not by betting on the game but by owning the house $CBNA https://t.co/oKgxpTWyjn In an age where politics has never been more vicious and flush with cash Chain Bridge represents a rare opportunity to profit from the chaos - not by betting on the game but by owning the house $CBNA https://t.co/oKgxpTWyjn"  
[X Link](https://x.com/blondesnmoney/status/2008193106014024024)  2026-01-05T15:05Z 55.4K followers, 27.3K engagements


"For those new to this piece $CBNA is the bank of choice for GOP aligned PACs. They stash this cash in treasuries costs them 0% and so you are getting an outperforming bank at a below peer multiple without the traditional risks that come with banks"  
[X Link](https://x.com/blondesnmoney/status/2008194479262740872)  2026-01-05T15:10Z 55.4K followers, [----] engagements


"@J82zr Fintwit fave compounder but these guys can't keep acquiring themselves into growth. Things finally slowing down and the brokers aren't fun when things slow down"  
[X Link](https://x.com/blondesnmoney/status/2011181696930980063)  2026-01-13T21:00Z 55.4K followers, [---] engagements


"@Portfoliodiary I wrote it up two years ago. Excellent business but the valuation really isn't that attractive. I like $MRX much better https://x.com/blondesnmoney/status/1693812034662547959 Gentlemans Idea #1: Stonex Group $SNEX Allocation: $30000 Current Price: $98 Target: $120 Stonex Group preciously INTL FC Stone is a sleepy Futures Brokerage that has rapidly evolved into one of the largest agricultural and metals traders in the world. Offering access to https://t.co/TbiGxH1BxN https://x.com/blondesnmoney/status/1693812034662547959 Gentlemans Idea #1: Stonex Group $SNEX Allocation: $30000"  
[X Link](https://x.com/blondesnmoney/status/2014808911073698189)  2026-01-23T21:14Z 55.4K followers, [---] engagements


"@AdriadaCunha Understandable. Nice trade. I haven't touched my position think next stop is 90-100"  
[X Link](https://x.com/blondesnmoney/status/2017322914857496730)  2026-01-30T19:43Z 55.4K followers, [---] engagements


"Metals bottom once the Bloomberg mobile front page is a weeping bar of silver being melted and the caption is something like "Profits Melt Away""  
[X Link](https://x.com/blondesnmoney/status/2017327396827918487)  2026-01-30T20:01Z 55.4K followers, 48.9K engagements


"Anyone know why JPM just suspended their $SNDK rating"  
[X Link](https://x.com/blondesnmoney/status/2018422668945428869)  2026-02-02T20:33Z 55.4K followers, 20.3K engagements


"Another fresh high in the Blackjack [--]. Banks Insurance Investment Banks Discount to NAV Setups hopefully something for everyone. Average YTD return of 9% average P/E still a mere 8.1x (excluding Interactive). Will refrain from posting YTD pnl and instead here is my watchlist of my favorite (Blackjack 21) emerging (Junior 10) and previously favorite (Kicked) financials. https://t.co/MGCHtVoKCE Will refrain from posting YTD pnl and instead here is my watchlist of my favorite (Blackjack 21) emerging (Junior 10) and previously favorite (Kicked) financials. https://t.co/MGCHtVoKCE"  
[X Link](https://x.com/blondesnmoney/status/2018432794691526949)  2026-02-02T21:14Z 55.4K followers, 23.1K engagements


"@bzzlman7744 Which ones if you don't mind sharing"  
[X Link](https://x.com/blondesnmoney/status/2018437280097055186)  2026-02-02T21:32Z 55.4K followers, [---] engagements


"An all in number. Good chunk of the income comes from an investment in an affiliates utility fund mostly bonds and a smaller investment in his midcap fund. Pure underwriting income is around $10 Million a quarter so valuation on the insurance side alone isn't that compelling yet but I think that as they continue to grow their share underwriting results will improve. Not a bargain here yet. https://twitter.com/i/web/status/2018459264562745416 https://twitter.com/i/web/status/2018459264562745416"  
[X Link](https://x.com/blondesnmoney/status/2018459264562745416)  2026-02-02T22:59Z 55.4K followers, [---] engagements


"This might count Metals bottom once the Bloomberg mobile front page is a weeping bar of silver being melted and the caption is something like "Profits Melt Away" Metals bottom once the Bloomberg mobile front page is a weeping bar of silver being melted and the caption is something like "Profits Melt Away""  
[X Link](https://x.com/blondesnmoney/status/2018466239518286276)  2026-02-02T23:27Z 55.4K followers, 48.3K engagements


"If Kioxia is not up at least 5% at the open I will need Kleenex and a hug"  
[X Link](https://x.com/blondesnmoney/status/2018467798993993934)  2026-02-02T23:33Z 55.4K followers, 16.2K engagements


"Anthropic out with a legal tool. Just contract reviewing for now but a future problem for $LZ and $LAW"  
[X Link](https://x.com/blondesnmoney/status/2018693891667423634)  2026-02-03T14:31Z 55.4K followers, 196.6K engagements


"With SaaS equities dropping like flies is the chaos bound to spill over to Software Lending oriented BDCs My brief thoughts on steering clear of falling knives a review of recent Bank Earnings and two Infrastructure and Insurance names I have been buying the dip on"  
[X Link](https://x.com/blondesnmoney/status/2018768535162409187)  2026-02-03T19:28Z 55.4K followers, 20.8K engagements


"I am not a software guy. Just a little unhinged thought: I think the software sector has done so well over the last [--] years with that "raising prices in line with broader inflation" junk. The cost of running $ASAN or $MNDY hasn't really increased that much maybe costs [--] cents or [--] cents per new user but they've raised prices like that because they can. Everyone's done it. Now that you can vibe code a decently functioning clone of dashboard productivity software etc if even 1% or 2% of customers balk at the next "we are raising prices 6% because we can" announcement churn shoots up and"  
[X Link](https://x.com/blondesnmoney/status/2019437194125922769)  2026-02-05T15:45Z 55.4K followers, 47.5K engagements


"@SartoriaCapital I know but I really dislike $AJG so works for me"  
[X Link](https://x.com/blondesnmoney/status/2020966160141889681)  2026-02-09T21:00Z 55.4K followers, [---] engagements


"@The_Pro_Invest He has a big chunk of his hedge fund in it Tontine. Reasonable for him to take a bit of profit after this run it's still by far the largest position in his fund"  
[X Link](https://x.com/blondesnmoney/status/2021018950155551071)  2026-02-10T00:30Z 55.4K followers, [---] engagements


"@ltmleverage AJG at 180"  
[X Link](https://x.com/blondesnmoney/status/2021280244997480643)  2026-02-10T17:48Z 55.4K followers, [----] engagements


"@yenoms I'd love to see claude create a shitty strip mall"  
[X Link](https://x.com/blondesnmoney/status/2021332486563811516)  2026-02-10T21:16Z 55.4K followers, [---] engagements


"@Larryjamieson_ unreal man"  
[X Link](https://x.com/blondesnmoney/status/2021793576175464718)  2026-02-12T03:48Z 55.4K followers, [----] engagements


"@Citrini7 Was a Powerchip guy until they sold Tonglou to $MU"  
[X Link](https://x.com/blondesnmoney/status/2021807823139520861)  2026-02-12T04:45Z 55.4K followers, [----] engagements


"Golden age of not buying [---] large cap equities in the exact same proportion as everyone else"  
[X Link](https://x.com/blondesnmoney/status/2022061239409713661)  2026-02-12T21:32Z 55.4K followers, 29.3K engagements


"Autistic fact here but the S&P usually has [---] equities. Zillow Google I can't remember who else but there are always [--] or [--] dual class names"  
[X Link](https://x.com/blondesnmoney/status/2022061386864767388)  2026-02-12T21:32Z 55.4K followers, [----] engagements


"@jnconkle Google is dead weight until Jim throws in the towel"  
[X Link](https://x.com/blondesnmoney/status/2022061729207980378)  2026-02-12T21:34Z 55.4K followers, [----] engagements


"@irbezek I do the same with Google. Just buy the cheaper class. Even Samsung pref trades with 40% upside to the common because it isn't included in MSCI ETFs. Annoying to see the discount but an extra [--] bps in dividend yield provides comfort"  
[X Link](https://x.com/blondesnmoney/status/2022062759756935478)  2026-02-12T21:38Z 55.4K followers, [----] engagements


"@NathanWycoff Awesome which ones"  
[X Link](https://x.com/blondesnmoney/status/2022075705853722669)  2026-02-12T22:29Z 55.4K followers, [----] engagements


"Samsung ATH Hynix Samsung ATH https://t.co/8Khoa8MCNj Hynix Samsung ATH https://t.co/8Khoa8MCNj"  
[X Link](https://x.com/blondesnmoney/status/2022338675624099981)  2026-02-13T15:54Z 55.4K followers, [----] engagements


"Will delete dw"  
[X Link](https://x.com/blondesnmoney/status/2022341575737852114)  2026-02-13T16:06Z 55.4K followers, [----] engagements


"Was totally unaware I had fans like this to the Merrill Man DM me and we can be friends"  
[X Link](https://x.com/blondesnmoney/status/2022359361943933233)  2026-02-13T17:17Z 55.4K followers, [----] engagements


"Size is always relative. Think my [----] shares is decent and then some whale is like "He might be right. Let's pick up 200k and find out""  
[X Link](https://x.com/blondesnmoney/status/2022360172895834178)  2026-02-13T17:20Z 55.4K followers, [----] engagements


"Personally the Dave's double is superior in every way to the Double Quarter Pounder with Cheese. I'm a connoisseur of fast food and bottled water. Can taste test and identify any Nestle water Wendy's U.S. same-store sales down 11.3%. Jesus. $WEN Wendy's U.S. same-store sales down 11.3%. Jesus. $WEN"  
[X Link](https://x.com/blondesnmoney/status/2022412443209859122)  2026-02-13T20:47Z 55.4K followers, [----] engagements


"you get back to your small cozy third floor town square apt nose and cheeks stinging red from the bitter cold. your eastern european lana del rey gf prepares some hot cocoa. you open the terminal to see you're underperforming by another [---] points. life is truly perfect"  
[X Link](https://x.com/blondesnmoney/status/1837894612825903204)  2024-09-22T16:39Z 55.4K followers, 411.2K engagements


"$VBNK results out at [--] cents below the [--] cents and around my estimate. Stock is having a nasty reaction I think mainly due to communication and managing expectations. The reason most people own Versabank is for growth in US RPP program. They made little mention of the US program in the press release since there was no volume during the quarter but they did discuss quarter to date results in the call. With only [--] partner signed on Jan [--] the end of the quarter they have already blown through $25 Million USD in volume quarter to date and look well on their way to the $250 Million target by"  
[X Link](https://x.com/blondesnmoney/status/1897338133781397580)  2025-03-05T17:27Z 55.4K followers, 20.2K engagements


"How is the AI stuff not going to cook small time graphic designers And $ADBE Sure they can raise prices but if you are small business and you want to advertise your restaurant or product you no longer need a graphic designer"  
[X Link](https://x.com/blondesnmoney/status/1904889648482075022)  2025-03-26T13:34Z 55.4K followers, 104.3K engagements


"Little mini essay on my investment philosophy and why I've bought back a bunch of $CGEO today: Whether it's banks or insurance or really any value type investment I look for three things - Where the stock is trading relative to book value / tangible book value - Quality of the earnings / Alignment - What is the company doing to close the discount to fair value There are plenty of names trading below book value. I think tangible book value is very applicable to financial names relative to other sectors because the "value" in question can be valued easily. Unlike a factory or inventory that"  
[X Link](https://x.com/blondesnmoney/status/1912900885086192062)  2025-04-17T16:08Z 55.4K followers, 423.1K engagements


"Trump by summer 2025"  
[X Link](https://x.com/blondesnmoney/status/1914150999205281843)  2025-04-21T02:55Z 55.4K followers, 141.6K engagements


"Remember the controversy over Hunter Biden's 250k paintings"  
[X Link](https://x.com/anyuser/status/1915122255237149168)  2025-04-23T19:15Z 55.4K followers, 125K 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)  2025-05-19T14:40Z 55.4K followers, 22.8K engagements


"$POWL $IESC $NVT - Mildly related $FIX Enjoy TRUMP ADMINISTRATION PREPARING PACKAGE OF EXECUTIVE ORDERS TO BOOST POWER SUPPLIES FOR AI INDUSTRY SOURCES SAY TRUMP ADMINISTRATION PREPARING PACKAGE OF EXECUTIVE ORDERS TO BOOST POWER SUPPLIES FOR AI INDUSTRY SOURCES SAY"  
[X Link](https://x.com/blondesnmoney/status/1938562469967867928)  2025-06-27T11:38Z 55.4K followers, 180.6K engagements


"Imagine posting the taxi rates of Jane Street to LGA from two different taxi services and then getting your DMs blown up by investors in a company you really couldn't care less about"  
[X Link](https://x.com/anyuser/status/1952845204249268264)  2025-08-05T21:32Z 55.4K followers, 379.6K engagements


"Taking an [--] cent loss and closing my tracker on $KINS. Zero shares after today. Rolling the proceeds into Ategrity Specialty $ASIC At [--] I thought the valuation was wild but at $14.75 I've begun nibbling. Probably catching a falling knife so just putting on a starter here but $KINS at $21 and $KINS at [--] are two entirely different setups. At [--] I thought the valuation was wild but at $14.75 I've begun nibbling. Probably catching a falling knife so just putting on a starter here but $KINS at $21 and $KINS at [--] are two entirely different setups"  
[X Link](https://x.com/blondesnmoney/status/1958970983672684927)  2025-08-22T19:14Z 55.4K followers, 26.5K engagements


"Interesting decline in $TRI and $SPGI. AI making it easier to ingest and clean datasets so more competition"  
[X Link](https://x.com/blondesnmoney/status/1971210738762170536)  2025-09-25T13:50Z 55.4K followers, 37.2K engagements


"The Cluseau Magnificent [--] had a bit of a rough day yesterday. 19/20 components up YTD with the exception of $OPBK which was added in July. Equal weight index up 30.3% significantly higher than XLF (12%) SPX (15%) and Regionals (8%). My allocation is up less than 30% I have a disproportionately large position in IGIC because A) I really like it B) I've owned it since [----] and it's up 130%. Still I find $IGIC and the broader basket exceptionally attractive relative to peers given the strong capital allocation of the components and the 6-8x PEs. There are also two junior members I added last"  
[X Link](https://x.com/blondesnmoney/status/1973025119577559506)  2025-09-30T14:00Z 55.4K followers, 26.2K engagements


"Within "AI" oriented names I own $WDC $MU $SNDK. I also have $FIX (which I don't quite understand anymore but guess it's finally time I'm on the right side of a meme) $POWL and $IESC"  
[X Link](https://x.com/blondesnmoney/status/1973403675637748218)  2025-10-01T15:04Z 55.4K followers, 185.4K 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 195% YTD. Introducing the "Don" Index by me"  
[X Link](https://x.com/blondesnmoney/status/1973846501962232312)  2025-10-02T20:24Z 55.4K followers, 109.9K engagements


"Check out the Delta AVAT what a total frickin meltdown in BDC land 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 70% of tangible book probably worth https://t.co/2f75vKXzWM 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 70% of"  
[X Link](https://x.com/blondesnmoney/status/1976332299802378260)  2025-10-09T17:01Z 55.4K followers, 52.1K engagements


"$KNSL is a higher quality name and a better underwriter than $ASIC. Competition is heating up and both have had a rough past few months. Still with $ASIC at 12x [----] earnings and $KNSL at 18x I'd be surprised if $ASIC doesn't put on a strong [----] performance given its growth. Only major wrench $ASIC seems to have is a big chunk of its investment portfolio is invested in infrastructure debt and mid caps which have been padding earnings recently but are likely to remain volatile"  
[X Link](https://x.com/blondesnmoney/status/1999218174990995593)  2025-12-11T20:42Z 55.4K followers, 15.5K engagements


"80% of $ASIC is owned by Stuart Zimmer extremely sharp investor. I think a good chunk of the multiple discount is due to $ASIC simply being off limits due to its minimal volume despite being a pure play e&s name. The fundamentals are pretty attractive and I think they can continue growing despite rapidly intensifying competition. You can review monthly stamping data for a few states and see they are still on a 10-20% growth rate. https://twitter.com/i/web/status/1999219104368963648 https://twitter.com/i/web/status/1999219104368963648"  
[X Link](https://x.com/blondesnmoney/status/1999219104368963648)  2025-12-11T20:45Z 55.4K followers, [----] engagements


"The dislike of the investment side isn't too big of a deal to me even someone like $HG who relies on Two Sigma Hamilton Fund a special fund just for them for nearly half their income now trades at a industry level multiple. Think $ASIC could too which would imply $20-$22"  
[X Link](https://x.com/blondesnmoney/status/1999219391414829404)  2025-12-11T20:47Z 55.4K followers, [----] engagements


"Will refrain from posting YTD pnl and instead here is my watchlist of my favorite (Blackjack 21) emerging (Junior 10) and previously favorite (Kicked) financials. Cluseau Blackjack [--] Regional Banking / Small Cap Insurance Index surges to fresh All Time High Index up nearly 40%+ this year but most components still very "affordably" valued at 7-9x earnings significant insider ownership and alignment and a history of outperformance https://t.co/Pm27yriYe5 Cluseau Blackjack [--] Regional Banking / Small Cap Insurance Index surges to fresh All Time High Index up nearly 40%+ this year but most"  
[X Link](https://x.com/blondesnmoney/status/1999223674508050668)  2025-12-11T21:04Z 55.4K followers, 91.2K engagements


"Japanese Equities 🤝 Discount to NAV Situations 🤝 Hard Drives / Memory 🤝 Google 🤝 US Regional Banks 🤝 Small Cap Insurance"  
[X Link](https://x.com/blondesnmoney/status/2007862997537190231)  2026-01-04T17:13Z 55.4K followers, 86.2K engagements


"With $CAT banging the table on generator sales and $FTAI considering using engines as power generators $PSIX looks like it is worth a closer look. Company has substantially reset everyone's expectations after last quarter's results and set a very low bar to clear for Q4"  
[X Link](https://x.com/blondesnmoney/status/2008225584720343355)  2026-01-05T17:14Z 55.4K followers, 56.6K engagements


"With the new share repurchase program and the prospect of a resumption in the dividend (Kaspi used to pay upwards of $1.50 a quarter prior to its purchase of $HEPS) I think Kaspi is finally finding a bottom. Higher gold and uranium prices are boosting the economy and the government seems to have warmed to Kaspi now that their QR payments system accepts clients using other banks such as Halyk. The $100 Million buyback is just 2% of the overall float but I think the hint at capital returns is finally drawing investors back into the name. Consistent 15-20% growth 7x forward earnings I think it"  
[X Link](https://x.com/blondesnmoney/status/2008641729570943097)  2026-01-06T20:48Z 55.4K followers, 36.8K engagements


"There are four things certain in life: - Death - Taxes - Having a temporary crush on Elizabeth Lail - $HRTG dropping two to three bucks on no directly applicable news before rallying back a few weeks later Stay jiggy Cluseau. Sold $HRTG at $26 just bought [----] at $17.50. I read the call transcript and reviewed the results and am really baffled they had a decent quarter ($1.50) and they have a few rate increases that kick in later this year so trading around 5x earnings (3.50). Am checking the https://t.co/eVTE7hdp7c Sold $HRTG at $26 just bought [----] at $17.50. I read the call transcript and"  
[X Link](https://x.com/blondesnmoney/status/2008653872903110771)  2026-01-06T21:36Z 55.4K followers, 36.8K engagements


"I've traded the tariff basket on and off but ahead of a potential Supreme Court decision on tariffs tomorrow here are the names on my watchlist $CBL Fashion: $CAL $DBI $COLM $SHOO $GAP $UAA $NKE $ANF Toys: $JAKK $MAT Electronics: $SONO Misc: $W $GCT $AXL $LEA The top [--] on the list $CBL $CAL $DBI $COLM $JAKK $SHOO $LEA $GCT are part of the original basket the rest are names that are still sensitive and may gain from the removal of tariffs. I think the move is already priced in on a few of the names like $SONO and $FND (who trade at a pretty high valuation) and the removal of broad tariffs"  
[X Link](https://x.com/blondesnmoney/status/2009367152839598336)  2026-01-08T20:50Z 55.4K followers, 41.4K engagements


"I should've just held the basket the entire way through since it's up 30% but hand me a mouse and an internet connection and I'll find a way to make 15% when everyone else makes double"  
[X Link](https://x.com/blondesnmoney/status/2009367851317031151)  2026-01-08T20:53Z 55.4K followers, [----] engagements


"I give it two years until Anthropic releases Claude Tax "Good afternoon Just drop your W-2 and 1099-B and I'll handle the rest""  
[X Link](https://x.com/blondesnmoney/status/2018715907963457656)  2026-02-03T15:59Z 55.4K followers, 132.2K engagements


"$IESC at a small premium to the broader market given the excellent capital allocation and newfound vertical integration push through their acquisition of Arrow Engine and Gulf Island Fabrication seems interesting. Now they can install infrastructure and maintain a sticky customer base by becoming a one stop shop for maintenance and custom parts. https://twitter.com/i/web/status/2019806090771177621 https://twitter.com/i/web/status/2019806090771177621"  
[X Link](https://x.com/blondesnmoney/status/2019806090771177621)  2026-02-06T16:11Z 55.4K followers, [----] engagements


"Can Cramer give me a break he is assaulting me on $GOOG. Just stop tweeting man"  
[X Link](https://x.com/blondesnmoney/status/2019809729174962291)  2026-02-06T16:25Z 55.4K followers, [----] engagements


"Covered $TRI. Either these names are going to zero or perhaps they are now reasonably valued. Huge difference between 45x earnings and 20x. They still have a dataset advantage imagine if they competently integrate some nice AI features Interesting decline in $TRI and $SPGI. AI making it easier to ingest and clean datasets so more competition https://t.co/KBmBNffTSi Interesting decline in $TRI and $SPGI. AI making it easier to ingest and clean datasets so more competition https://t.co/KBmBNffTSi"  
[X Link](https://x.com/blondesnmoney/status/2019825012375777335)  2026-02-06T17:26Z 55.4K followers, 11.7K engagements


"Mistake to cover"  
[X Link](https://x.com/blondesnmoney/status/2020550406582001666)  2026-02-08T17:28Z 55.4K followers, [----] engagements


"What the hell is going on"  
[X Link](https://x.com/blondesnmoney/status/2021635473760731424)  2026-02-11T17:20Z 55.4K followers, 36.1K engagements


"Stimulus Checks for 5'10 blondes NOW"  
[X Link](https://x.com/blondesnmoney/status/2021635641067618782)  2026-02-11T17:21Z 55.4K followers, [----] engagements


"@shantaram83 @brewmarkets delete this immediately and repost at 4pm best regards"  
[X Link](https://x.com/blondesnmoney/status/2022015807761658299)  2026-02-12T18:31Z 55.4K followers, [---] engagements


"Covered a small short position I had in $WLTH and flipped long. They charge [--] basis points for Direct Indexing the S&P [---] and [--] basis points for the Nasdaq 0.25% for an ETF portfolio it's actually very reasonably priced. One of the highest savings yields free wire transfers the direct tax loss harvesting program for a robo-advisor its a pretty comprehensive offering at razor-thin pricing. Stock panicked on the AI fear but I think the move is massively overdone. The type of clientele who pays for Roboadvisors and automated tax loss harvesting likely isn't the clientele that would prompt"  
[X Link](https://x.com/blondesnmoney/status/2022326265571577939)  2026-02-13T15:05Z 55.4K followers, 70.6K engagements


"Jfc this is worse than checking your credit card after a rough night out. Hkex Full Book Why did I subscribe to that I don't even trade Chinese derivatives"  
[X Link](https://x.com/blondesnmoney/status/2022421225390379067)  2026-02-13T21:22Z 55.4K followers, 10.7K engagements

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