# ![@iBladesi Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::72727423.png) @iBladesi John T. Conover

John T. Conover posts on X about bit, debt, imo, $pmt the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::72727423/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::72727423/c:line/m:interactions.svg)

- [--] Week [------] +8.30%
- [--] Month [------] +78%
- [--] Months [---------] +667%
- [--] Year [---------] +1,011%

### Mentions: [--] [#](/creator/twitter::72727423/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::72727423/c:line/m:posts_active.svg)

- [--] Week [---] +11%
- [--] Month [---] +22%
- [--] Months [-----] +55%
- [--] Year [-----] +140%

### Followers: [-----] [#](/creator/twitter::72727423/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::72727423/c:line/m:followers.svg)

- [--] Week [-----] +0.57%
- [--] Month [-----] +0.77%
- [--] Months [-----] +15%
- [--] Year [-----] +45%

### CreatorRank: [---------] [#](/creator/twitter::72727423/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::72727423/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  23.15% [finance](/list/finance)  21.3% [cryptocurrencies](/list/cryptocurrencies)  8.33% [technology brands](/list/technology-brands)  3.7% [countries](/list/countries)  1.85% [premier league](/list/premier-league)  1.85% [automotive brands](/list/automotive-brands)  1.85% [currencies](/list/currencies)  0.93%

**Social topic influence**
[bit](/topic/bit) #988, [debt](/topic/debt) 5.56%, [imo](/topic/imo) 3.7%, [$pmt](/topic/$pmt) 3.7%, [business](/topic/business) 2.78%, [core](/topic/core) 2.78%, [reit](/topic/reit) 2.78%, [$rpt](/topic/$rpt) #5, [ai](/topic/ai) 2.78%, [$googl](/topic/$googl) 1.85%

**Top accounts mentioned or mentioned by**
[@bigbamboointern](/creator/undefined) [@yenoms](/creator/undefined) [@77augustwest72](/creator/undefined) [@bigcoveranch](/creator/undefined) [@revgalerivs](/creator/undefined) [@leveragedbets](/creator/undefined) [@zerohedge](/creator/undefined) [@polarisbear87](/creator/undefined) [@codytrades](/creator/undefined) [@ponzian](/creator/undefined) [@usroute41](/creator/undefined) [@fishtowncap](/creator/undefined) [@formerfinancial](/creator/undefined) [@arguealone](/creator/undefined) [@thatgirltrader](/creator/undefined) [@drbankrupt](/creator/undefined) [@blondesnmoney](/creator/undefined) [@wabuffo](/creator/undefined) [@fineconglobal](/creator/undefined) [@riceforthought](/creator/undefined)

**Top assets mentioned**
[Public Masterpiece Token (PMT)](/topic/$pmt) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Everton FC Fan Token (EFC)](/topic/$efc) [Annaly Capital Management, Inc. (NLY)](/topic/$nly) [Orbit Chain (ORC)](/topic/$orc) [Mid-America Apartment Communities Inc (MAA)](/topic/$maa) [Campbell Soup Company (CPB)](/topic/$cpb) [Samsunspor Fan Token (SAM)](/topic/$sam) [WEN Token (WEN)](/topic/$wen) [Corsair Gaming, Inc. (CRSR)](/topic/$crsr) [SOLLENSYS CORP (SOLS)](/topic/$sols) [Moody's Corporation (MCO)](/topic/$mco) [Sable Offshore Corp. (SOC)](/topic/$soc) [VersaBank (VBNK)](/topic/$vbnk) [Solv Protocol (SOLV)](/topic/$solv) [AGNC Investment Corp. Common Stock (AGNC)](/topic/$agnc) [APOLLO COMMERCIAL REAL ESTATE FINANCE, INC. (ARI)](/topic/$ari) [Virtu Financial, Inc. Class A (VIRT)](/topic/$virt) [Bank of America (BAC)](/topic/bank-of-america) [BITMINE IMMERSION TECH (BMNR)](/topic/$bmnr) [Rithm Capital Corp. (RITM)](/topic/$ritm) [Patterson-UTI Energy Inc (PTEN)](/topic/$pten) [Molina Healthcare, Inc. (MOH)](/topic/$moh) [Remme (REM)](/topic/$rem) [Progressive Corp (PGR)](/topic/$pgr) [Kenvue Inc. (KVUE)](/topic/$kvue) [Humana Inc (HUM)](/topic/$hum) [Chimera Investment Corp. (CIM)](/topic/$cim) [Booz Allen Hamilton Holding, Corp. (BAH)](/topic/$bah) [MFA Financial, Inc (MFA)](/topic/$mfa)
### Top Social Posts
Top posts by engagements in the last [--] hours

"I wonder if $CRSR has a bunch of RAM inventory because they were dicks and cancelled everyone's orders"  
[X Link](https://x.com/iBladesi/status/2016616446084710403)  2026-01-28T20:56Z [----] followers, [---] engagements


"@FishtownCap allstate The sears spin off"  
[X Link](https://x.com/iBladesi/status/2021259549936615674)  2026-02-10T16:26Z [----] followers, [---] engagements


"So. I bought $SOLS at an avg of [----]. thought it was prudent to sell calls since it was shiny new and I did not know it well. Underestimated the meme potential. smh. this thing has it all. Oh well. I had no business owning it anyways"  
[X Link](https://x.com/iBladesi/status/2021971779242340637)  2026-02-12T15:36Z [----] followers, [---] engagements


"@zerohedge Out of all the people they could investigate. Let's go for the guy that tried to do good. Yeah. That's on brand for IRS"  
[X Link](https://x.com/iBladesi/status/1296976120286511104)  2020-08-22T01:02Z [----] followers, [--] engagements


"@INVESTMENTSHULK Lmao. I remember when @zerohedge got banned for this kinda talk. Jan [--] or 30th iirc. Never forget"  
[X Link](https://x.com/iBladesi/status/1393028851631013889)  2021-05-14T02:22Z [----] followers, [--] engagements


"MOODYS A HORRIFIC RATINGS AGENCY. COMPLETELY MISSED THE HOUSING COLLAPSE. WHO WOULD DO BUSINESS WITH MOODY'S NOW IS A GOOD TIME TO SELL $MCO* *kidding idk. i am just writing truth posts in my head and pretending I'm president"  
[X Link](https://x.com/iBladesi/status/1923489395778170890)  2025-05-16T21:23Z [----] followers, [----] engagements


"@Beachdudeca Hell yeah congrats. The float shrinking king. I own neither nvda or dds but I think the 5yr perf is funny. Not everyone needs to own tech to outperform"  
[X Link](https://x.com/iBladesi/status/1959299235087532251)  2025-08-23T16:58Z [----] followers, [----] engagements


"I kind of want to buy [---] shares of $SOC on the hope that the emperor might intervene. but i also want to sell a slightly otm call every week to those that believe the same. A very nihilistic experiment and I am willing to make a sacrifice"  
[X Link](https://x.com/iBladesi/status/1978263958311108656)  2025-10-15T00:57Z [----] followers, [----] engagements


"Google says that our largest export to South Korea is dumb shit like oil and minerals. I call bullshit I think it's leveraged ETFs"  
[X Link](https://x.com/iBladesi/status/1983260112870617471)  2025-10-28T19:50Z [----] followers, [----] engagements


"Just noticd the BYND [--] strike calls I sold for 80c avg are 8c now. A little too rich to cover imo. We don't give exit liquidity to degenerates"  
[X Link](https://x.com/iBladesi/status/1984079117327708186)  2025-10-31T02:04Z [----] followers, [----] engagements


"$VBNK sheesh a bit of a delayed reaction huh. Trimmed some recent buys at [-----]. keeping the small bit I've held for a while"  
[X Link](https://x.com/iBladesi/status/1999140170012954958)  2025-12-11T15:32Z [----] followers, [---] engagements


"$PMT 'reopening' [----] converts. 70932AAH6 I did not realize they were that far above par (104 105ish). Good for them. 75m face and [----] net proceeds. Nothing to dislike about that"  
[X Link](https://x.com/iBladesi/status/1999255486206808084)  2025-12-11T23:10Z [----] followers, [---] engagements


"@GardinerIsland And then there is EARN over here thinking it's an agency mREIT again 🤭"  
[X Link](https://x.com/iBladesi/status/2009711733934551325)  2026-01-09T19:39Z [----] followers, [---] engagements


"I trimmed $SOLV recently. and sold some 95c (since covered). anyone know why it's down 7% today"  
[X Link](https://x.com/iBladesi/status/2011173082384474116)  2026-01-13T20:26Z [----] followers, [---] engagements


"$AGNC q4 tbvps [----] vs [----] prior . BOOOOOO. Core of 35c. BOOO. Let's see that ATM activity"  
[X Link](https://x.com/iBladesi/status/2015892924689445362)  2026-01-26T21:01Z [----] followers, [---] engagements


"Bwahahah $EFC SPO. doing it the old fashioned way Looks like they'll be using proceeds to call EFC-A Clever"  
[X Link](https://x.com/iBladesi/status/2015900894492045584)  2026-01-26T21:33Z [----] followers, [---] engagements


"$ARI this is nuts straight up selling the port I have some from way back. actually in direct ownership. all the way back from AMTG days. So will it become an agency mREIT"  
[X Link](https://x.com/iBladesi/status/2016526921106891110)  2026-01-28T15:00Z [----] followers, [---] engagements


"$NLY q4 bvps [-----] vs [-----] prior. Not sure anyone cares about the mega-premium now. but please mind the prem. lets see how much they raised via ATM"  
[X Link](https://x.com/iBladesi/status/2016624042363572351)  2026-01-28T21:26Z [----] followers, [---] engagements


"doesn't say explicitly amount raised but there was a QoQ share count increase of about 26m. press release only says 2.9b for the year"  
[X Link](https://x.com/iBladesi/status/2016624846428422407)  2026-01-28T21:30Z [----] followers, [---] engagements


"*2.6 of common. [---] includes pfd"  
[X Link](https://x.com/iBladesi/status/2016625590174994889)  2026-01-28T21:33Z [----] followers, [---] engagements


"hahah $VIRT huge beat. not surprising. but i left open some -39c oops"  
[X Link](https://x.com/iBladesi/status/2016872885432832042)  2026-01-29T13:55Z [----] followers, [---] engagements


"Missed the first bit of $NLY call. @FormerFinancial had my back and told me bvps is up 3% QTD"  
[X Link](https://x.com/iBladesi/status/2016880323548627035)  2026-01-29T14:25Z [----] followers, [---] engagements


"oo PMT/PFSI earnings today. I expect $PMT to have another "decent" qtr. PFSI is whatever. a bit rich but well run imo"  
[X Link](https://x.com/iBladesi/status/2016945942365147349)  2026-01-29T18:46Z [----] followers, [----] engagements


"$PMT q4 bvps [-----] vs [-----] prior. ummm. pretty meh. but I still hold this. I think the conf call is at 6pm est. but holy hell look at PFSI. haha that is what u get for paying an absurd bvps mult. oo PMT/PFSI earnings today. I expect $PMT to have another "decent" qtr. PFSI is whatever. a bit rich but well run imo. oo PMT/PFSI earnings today. I expect $PMT to have another "decent" qtr. PFSI is whatever. a bit rich but well run imo"  
[X Link](https://x.com/iBladesi/status/2016992198181388313)  2026-01-29T21:49Z [----] followers, [---] engagements


"$ORC QTD tbv 1.6% inclusive of div accrual"  
[X Link](https://x.com/iBladesi/status/2017260827166875857)  2026-01-30T15:37Z [----] followers, [---] engagements


"damn $PMT sellers got hands"  
[X Link](https://x.com/iBladesi/status/2017334946315047243)  2026-01-30T20:31Z [----] followers, [---] engagements


"Is this bullish or bearish. I don't get it. If you bought BAC in [----] you had like a 60% drawdown YoY lmao Buying $BMNR today is like buying Bank of America in [----]. Buying $BMNR today is like buying Bank of America in 2008"  
[X Link](https://x.com/iBladesi/status/2018102636076048545)  2026-02-01T23:22Z [----] followers, [----] engagements


"$EFC Q4 prelim book of [-----] vs [-----] Q3 (and [-----] Nov30). Maybe the subsequent cap raise helped a little (priced around 13.50)"  
[X Link](https://x.com/iBladesi/status/2018434835874718061)  2026-02-02T21:22Z [----] followers, [---] engagements


""At some point we do need to be a C-corp" -MN on call regarding structure and shedding reit status. $RITM yes plz do that"  
[X Link](https://x.com/iBladesi/status/2018683739245605267)  2026-02-03T13:51Z [----] followers, [---] engagements


""that does not mean we're not going to have a reit". and he went on to reference BX and BXMT. These fellas really do have grand plans"  
[X Link](https://x.com/iBladesi/status/2018684103785054249)  2026-02-03T13:52Z [----] followers, [---] engagements


"added a bit to $MAA at 130.60-131. a bit out of my sandbox but I keep coming back to it"  
[X Link](https://x.com/iBladesi/status/2018712666752115194)  2026-02-03T15:46Z [----] followers, [----] engagements


"What's with $RPT today @Polarisbear87 I think u and I are the only ones still long some of this"  
[X Link](https://x.com/iBladesi/status/2018728931398930777)  2026-02-03T16:50Z [----] followers, [---] engagements


"aw shucks. below [--]. very disrespectful. oh well"  
[X Link](https://x.com/iBladesi/status/2018755824198230280)  2026-02-03T18:37Z [----] followers, [---] engagements


"if those goes unch or red I'll chuckle. This is what the market thinks of the SOTP slide (fade it)"  
[X Link](https://x.com/iBladesi/status/2018771876521156709)  2026-02-03T19:41Z [----] followers, [---] engagements


"$CPB a soup pod is blowing up"  
[X Link](https://x.com/iBladesi/status/2019071999419527451)  2026-02-04T15:34Z [----] followers, [---] engagements


"@bigcoveranch love to see it. maybe RITM will play ball at some point"  
[X Link](https://x.com/iBladesi/status/2019132728084689288)  2026-02-04T19:35Z [----] followers, [--] engagements


"+108bps today. Would've been better if RITM was unch'd or something. but that is a tall ask these days"  
[X Link](https://x.com/iBladesi/status/2019155597929709626)  2026-02-04T21:06Z [----] followers, [---] engagements


"$PTEN Raising div 25% what a treat. I'll be break even in no time. 😭"  
[X Link](https://x.com/iBladesi/status/2019174557383340222)  2026-02-04T22:21Z [----] followers, [---] engagements


"Apparently it was today. okay. in line. offered a little lower after release. Not my sandbox so I don't understand whats good and what is not but I appreciate that it is somewhat drama free. avg repurchase price of [------] (200k shares). I like that part. added a bit to $MAA at 130.60-131. a bit out of my sandbox but I keep coming back to it. added a bit to $MAA at 130.60-131. a bit out of my sandbox but I keep coming back to it"  
[X Link](https://x.com/iBladesi/status/2019177674191540242)  2026-02-04T22:34Z [----] followers, [---] engagements


"@revgalerivs @ArgueAlone @thatgirltrader I think they need a little longer to build capital. I don't think it's safe or wise to come out of the gate highly levered as they are. Both are good biz. but this admin is somewhat focused on MBS spreads and going public w/ cur lev would put at risk"  
[X Link](https://x.com/iBladesi/status/2019244164882526461)  2026-02-05T02:58Z [----] followers, [--] engagements


"@revgalerivs @ArgueAlone @thatgirltrader tell that to fnma/fmcc debt and agency MBS investors holy hell. no I think they should care about capital. and 200b is rate hedged and prob not fully deployed. it's a spread play. and spreads are already pretty tight"  
[X Link](https://x.com/iBladesi/status/2019248201019322758)  2026-02-05T03:14Z [----] followers, [---] engagements


"added some CHMI-B [-----] thru [-----]. illiquid pos tho"  
[X Link](https://x.com/iBladesi/status/2019501751489953871)  2026-02-05T20:01Z [----] followers, [---] engagements


"$MOH oh my. here we go again. ugly ugly ugly"  
[X Link](https://x.com/iBladesi/status/2019521053098414586)  2026-02-05T21:18Z [----] followers, [----] engagements


"added a little MOH [---] [---] and [---]. muh falling knife"  
[X Link](https://x.com/iBladesi/status/2019522215469817987)  2026-02-05T21:23Z [----] followers, [---] engagements


"okay. that'll do. adventures outside of my sandbox are indeed cancelled until further notice. oops. I'm also short some 110p. so. I guess that is happening"  
[X Link](https://x.com/iBladesi/status/2019523032436601295)  2026-02-05T21:26Z [----] followers, [---] engagements


"@Polarisbear87 @yenoms @shortbus_ace what i don't get is. why the rush to buy assets What they have is what they have. make good on that. deliver returns. What kind of purchase is so good that you'd sell equity at sub .5x book to buy it Nothing"  
[X Link](https://x.com/iBladesi/status/2019553484287476066)  2026-02-05T23:27Z [----] followers, [--] engagements


"Stellantis finding new ways to destroy itself each quarter"  
[X Link](https://x.com/iBladesi/status/2019766696358101504)  2026-02-06T13:34Z [----] followers, [---] engagements


"@5H0R7 And that's why I bet a little on the pats. I thought the cabal had my back what gives"  
[X Link](https://x.com/iBladesi/status/2020706143849582610)  2026-02-09T03:47Z [----] followers, [--] engagements


"Why is everyone talking about Mr beast again I'm seeing things about a collab with Salesforce If true wow. The greasiest of my opps coming together"  
[X Link](https://x.com/iBladesi/status/2020724965440463082)  2026-02-09T05:02Z [----] followers, [---] engagements


"@DrBankrupt the worst sector allocation. just asking to get sucker punched by "recessionary vibes""  
[X Link](https://x.com/iBladesi/status/2020856337819639997)  2026-02-09T13:44Z [----] followers, [--] engagements


"@DrBankrupt Yeah I'm trying to stay away from that type of stuff. It's been bad and it's not getting better. I still have some EARN. but that is a mix of clo equity and debt w/ credit hedging overlay. and even that is not great"  
[X Link](https://x.com/iBladesi/status/2020859997073047600)  2026-02-09T13:59Z [----] followers, [---] engagements


"More $REM outflows. that was really fleeting. 28.05m SO as of friday. Send it to hades"  
[X Link](https://x.com/iBladesi/status/2020870072072282475)  2026-02-09T14:39Z [----] followers, [---] engagements


"$SAM trimmed more at [---]. Pretty crazy imo. I must repeat. (anecdotally) they still have octoberfest cases at my local publix liquor (which gets a lot of foot traffic). That bugs me"  
[X Link](https://x.com/iBladesi/status/2021247829646172224)  2026-02-10T15:40Z [----] followers, [---] engagements


"27.9 as of yday. the pace of the outflows matches the pace of the goofy inflows. more please. I don't like this thing pulling the strings of my widgets"  
[X Link](https://x.com/iBladesi/status/2021249830870212920)  2026-02-10T15:48Z [----] followers, [---] engagements


"Am I a silly goose for buying $PGR at 199"  
[X Link](https://x.com/iBladesi/status/2021257879735374255)  2026-02-10T16:20Z [----] followers, [----] engagements


"@codytrades I've always considered these to be like IOs lol. Even EARN which is hedged and w/ a higher alloc to CLO debt is losing NAV"  
[X Link](https://x.com/iBladesi/status/2021266330070950236)  2026-02-10T16:53Z [----] followers, [--] engagements


"Trimmed some $KVUE at [-----]. just because the KMB spread is so narrow (3.2%). I'm aware it goes ex tmrw. Keeping some. will bequeath to my future nephews"  
[X Link](https://x.com/iBladesi/status/2021271659945009178)  2026-02-10T17:14Z [----] followers, [---] engagements


"@BigBambooIntern Never been a huge fan of theirs. have you ever seen the 'sticky button' issue in some of their cars It's gross and should not happen for that high price. I think it happened in maseratis too"  
[X Link](https://x.com/iBladesi/status/2021308718860628182)  2026-02-10T19:42Z [----] followers, [--] engagements


"@dusteater I must confess I bought a little OXLC again. at [-----] and then [-----]. and then [-----]. yuck"  
[X Link](https://x.com/iBladesi/status/2021310990290170016)  2026-02-10T19:51Z [----] followers, [--] engagements


"Sold some 160p on $HUM. I'm gonna get molina'd"  
[X Link](https://x.com/iBladesi/status/2021311250592870568)  2026-02-10T19:52Z [----] followers, [---] engagements


"@yenoms @blondesnmoney REIT managers can be replaced with a monkey in a stylish (yet sensible) suit. and yet. they haven't. checkmate"  
[X Link](https://x.com/iBladesi/status/2021340511907561794)  2026-02-10T21:48Z [----] followers, [--] engagements


"@BigBambooIntern on the Q4 call they indicated that bvps was around [-----]. or just above. It's probably trading at bvps now. It would make no sense to ATM here (because of fees)"  
[X Link](https://x.com/iBladesi/status/2021368285967831155)  2026-02-10T23:38Z [----] followers, [--] engagements


"@77AugustWest72 Apparently they're getting pretty close. But that is just hearsay/speculation. Shrinking nav/assets but the pfd and debt load stays the same"  
[X Link](https://x.com/iBladesi/status/2021402409260679372)  2026-02-11T01:54Z [----] followers, [--] engagements


"@77AugustWest72 Different beasts than CIM. If they are trading lower than NAV. and if paydowns without reinvestment give them the room. then they can and should repurchase common at a discount. It will help cushion losses. But it would reduce AUM. and they seem allergic to that"  
[X Link](https://x.com/iBladesi/status/2021408104941002835)  2026-02-11T02:17Z [----] followers, [--] engagements


"@77AugustWest72 Yeah ECC share count keeps growing. You can see it every month. I'd imagine OXLC is the same. and then CIM went and bought homexpress with stock trading at a steep discount to book. All [--] are insufferable. If I had to choose I'd pick CIM tho"  
[X Link](https://x.com/iBladesi/status/2021410891594653714)  2026-02-11T02:28Z [----] followers, [--] engagements


"Today I learned that there is a LYFT 2x etf. Is there anything they won't 2x these days"  
[X Link](https://x.com/iBladesi/status/2021428390549659815)  2026-02-11T03:37Z [----] followers, [---] engagements


"$CIM with the dist raise from 37c to 45c. I don't really pay much attention to them. I should've had a go at [--]. Oh well. Still negative economic return for the qtr. tho I think that could've been from HomeXpress dilution. but core at 53c is pretty decent"  
[X Link](https://x.com/iBladesi/status/2021578281028288573)  2026-02-11T13:33Z [----] followers, [---] engagements


"@tompaja guilty. bought at [-----]. its finally time for ketchup cost hedging program"  
[X Link](https://x.com/iBladesi/status/2021605130907296035)  2026-02-11T15:19Z [----] followers, [--] engagements


"$BAH okay. what happened this time"  
[X Link](https://x.com/iBladesi/status/2021657473158086706)  2026-02-11T18:47Z [----] followers, [----] engagements


"Turns out. the biggest threat to $GOOGL was Jim Cramer"  
[X Link](https://x.com/iBladesi/status/2021683453184410048)  2026-02-11T20:31Z [----] followers, [---] engagements


"$RWT pretty okay. Still repurchasing shares (added 4c to book). [----] bvps vs [----] prior. but core came in at 33c. meh i don't really pay attention to this one much beyond making sure they don't self immolate. I still have some of their debt"  
[X Link](https://x.com/iBladesi/status/2021699944453714395)  2026-02-11T21:36Z [----] followers, [---] engagements


"$GPMT more losses (GAAP -58c EAD -6c). [----] bvps vs [----] prior. small reduction in port size. wavg RR [---] (better than others but can you trust it). It seems they are done with share repurchases. That is prob for the best at the moment. 11% increase in CECL reserves"  
[X Link](https://x.com/iBladesi/status/2021710733306696094)  2026-02-11T22:19Z [----] followers, [---] engagements


"@Packin_Sats @wabuffo @FinEconGlobal nice. a man of refined tastes"  
[X Link](https://x.com/iBladesi/status/2021717046544019806)  2026-02-11T22:44Z [----] followers, [--] engagements


"@_Double_Clutch_ @wabuffo @FinEconGlobal I don't think I have any precision turbos installed. Some modded big borg on trailblazer (used to have smaller precision). and a few IHIs (GTR Subie)"  
[X Link](https://x.com/iBladesi/status/2021725708008255567)  2026-02-11T23:19Z [----] followers, [--] engagements


"@yenoms oh looks like the cat is out of the bag huh Landing AI wework as a tenant is really good"  
[X Link](https://x.com/iBladesi/status/2021783800439615695)  2026-02-12T03:09Z [----] followers, [--] engagements


"Holy shit $RWT wow. I did not have that on my bingo card. $MFA baggies and holders. take solace/hope. but not too much"  
[X Link](https://x.com/iBladesi/status/2021959856388022586)  2026-02-12T14:49Z [----] followers, [---] engagements


"@Ponzian same here. @yenoms can you post that clip here"  
[X Link](https://x.com/iBladesi/status/2021962927184785560)  2026-02-12T15:01Z [----] followers, [--] engagements


"@Ponzian @yenoms CRE-ish. mostly multi. kinda sunbelty. wavg LTV is way better than RC tho"  
[X Link](https://x.com/iBladesi/status/2021963876418609263)  2026-02-12T15:05Z [----] followers, [--] engagements


"Gradually and then suddenly. Claude hunting things one by one. JLL CBRE seem a bit much. but man. what a tail risky env this has been"  
[X Link](https://x.com/iBladesi/status/2021982400704860498)  2026-02-12T16:19Z [----] followers, [---] engagements


"@BigBambooIntern just silver acting like a total batshit meme stock. Still short SLV delta (and long a lot of physical)"  
[X Link](https://x.com/iBladesi/status/2021987198845976987)  2026-02-12T16:38Z [----] followers, [--] engagements


"@riceforthought ppl need to ask claude if it's going to tape bomb their portfolio. My stuff is mostly AI proof but I am buying a bit of the shrapnel from the blow ups here and there"  
[X Link](https://x.com/iBladesi/status/2021988030119391708)  2026-02-12T16:41Z [----] followers, [--] engagements


"After the week ends. we should list the victims of this week's Claudepocalypse. CRE brokers is def a funny one. info services ongoing. other sassy crap. etc"  
[X Link](https://x.com/iBladesi/status/2021990557690868053)  2026-02-12T16:51Z [----] followers, [---] engagements


"Very fun time today. Look at this fake dancing cat. Back from a time where AI couldn't nuke your positions. How far we've come. Are we ready to raid the data centers yet"  
[X Link](https://x.com/iBladesi/status/2021996052967297202)  2026-02-12T17:13Z [----] followers, [---] engagements


"A bit rude to sell WEN to multi-year lows before earnings. 😭"  
[X Link](https://x.com/iBladesi/status/2022026416154644599)  2026-02-12T19:13Z [----] followers, [---] engagements


"@turbogeniusman 90% odd on polymarket. wow. It must be true. You will make a LOT of money"  
[X Link](https://x.com/iBladesi/status/2022057147077713956)  2026-02-12T21:16Z [----] followers, [--] engagements


"79.3m in cash and this lot wants to cap raise at less than .5x book. okay. saying 12-16% ROE for new investments. Slides are also kinda light on details beyond boasting about 50m thrown into paramount deal"  
[X Link](https://x.com/iBladesi/status/2022280310327517688)  2026-02-13T12:02Z [----] followers, [---] engagements


"It's that time of the year where all my callable agency debt. starts getting called. This go around I'm not that upset about it. as low as 5.49% (15yr FFCB) and I'm not sure if I have any [--] coupons left. FHLB [---] full call too. duh obviously right"  
[X Link](https://x.com/iBladesi/status/2022294896682414225)  2026-02-13T13:00Z [----] followers, [---] engagements


"omg it's him. the shitco king $WEN isn't that bad is it Stop it. it's already dead. I bought some at [----]. I'm no trashtaurant expert. $WEN isn't that bad is it Stop it. it's already dead. I bought some at [----]. I'm no trashtaurant expert"  
[X Link](https://x.com/iBladesi/status/2022321048172077289)  2026-02-13T14:44Z [----] followers, [----] engagements


"@junkbondanalyst I bought [--] contracts on pats at 25c. I'm a distressed bet investor. I don't expect to see par"  
[X Link](https://x.com/iBladesi/status/2020664707292578073)  2026-02-09T01:03Z [----] followers, [---] engagements


"@BigBambooIntern This is inspiring design wise. but my god those taxes"  
[X Link](https://x.com/iBladesi/status/2022125955217789272)  2026-02-13T01:49Z [----] followers, [--] engagements


"@BigBambooIntern Bob is indeed about to get some business if this keeps up. I have a feeling a piano is about to drop on my head tho"  
[X Link](https://x.com/iBladesi/status/2022353801999786335)  2026-02-13T16:54Z [----] followers, [--] engagements


"@lwinthorpe3rd @Hipster_Trader Lol. Such a quality comment. I realized I already followed u. I could do this sober. She a bad bitch"  
[X Link](https://x.com/anyuser/status/1254148924220342272)  2020-04-25T20:42Z [----] followers, [--] engagements


"@zerohedge For fuck's sake"  
[X Link](https://x.com/anyuser/status/1535273191165378561)  2022-06-10T14:50Z [----] followers, [--] engagements


"Looks like that $SAM buybonk ran out. oh well. still own to hedge my beer consumption. $TAP too"  
[X Link](https://x.com/iBladesi/status/2016924149654892764)  2026-01-29T17:19Z [----] followers, [---] engagements


"$CPB $CAG $PEP etc. all pretty strong today. hmm what does it mean"  
[X Link](https://x.com/iBladesi/status/2017335488630141261)  2026-01-30T20:33Z [----] followers, [---] engagements


"I had fun staying poor. Now it's your turn"  
[X Link](https://x.com/iBladesi/status/2018801457143972252)  2026-02-03T21:39Z [----] followers, [----] engagements


"Gotta love that [---] (and especially 420.69) is some magical number that $tsla likes to gravitate to (and later use as support). Very serious stonk"  
[X Link](https://x.com/iBladesi/status/2020906744533094769)  2026-02-09T17:04Z [----] followers, [---] engagements


"$ECC whats happening here bought some at [----] but i hate these things"  
[X Link](https://x.com/iBladesi/status/2021260620188754207)  2026-02-10T16:30Z [----] followers, [----] engagements


"Well well. look who it is $RPT. They will be releasing earnings this Friday. There was a bit of a delay as they tried to jam a SPO down. and then realized that raising equity at .5x book is not a great look. They should get some questions about this"  
[X Link](https://x.com/iBladesi/status/2021375206959227217)  2026-02-11T00:06Z [----] followers, [---] engagements


"$EXC a boring utility. up nearly 9%. What are we doing here panicans tempting me to sell it but it's the only ute i own. so nah. maybe i'll sell some calls and bitch about losing it when they inevitably go ITM. as it tradition"  
[X Link](https://x.com/iBladesi/status/2021989081086067093)  2026-02-12T16:45Z [----] followers, [---] engagements


"@k3ithmccullough its okay. they said they are using aye eye. pretty decent float shrinkage for [----]. too bad it was at [---] avg 😭🥀"  
[X Link](https://x.com/iBladesi/status/2022108168940400761)  2026-02-13T00:38Z [----] followers, [---] engagements


"@leveragedbets How does this thing even function as an ETF if he's spastically day trading. Total mystery meat. Look at the trading going on here"  
[X Link](https://x.com/iBladesi/status/2022109805595570321)  2026-02-13T00:45Z [----] followers, [---] engagements


"@leveragedbets oh i have. and if u tried to calculate closing NAV based on change in starting holdings you'd end up off by +/- 10% 😭at points. So the ETF would sometimes close at a big prem or discount. The sponsor eventually said "stop doing that""  
[X Link](https://x.com/iBladesi/status/2022110822676451451)  2026-02-13T00:49Z [----] followers, [---] engagements


"$RPT bvps [-----] vs [-----] prior (really 🤨). EAD -6c GAAP 33c. Press release is incredibly light on details and no slides up yet. A touch less resi a touch more commercial. as is tradition. I'll update. Mike has some explaining to do"  
[X Link](https://x.com/iBladesi/status/2022278874264924187)  2026-02-13T11:57Z [----] followers, [---] engagements


"+67bps today. I wonder when claude is going to come to murder my net worth"  
[X Link](https://x.com/iBladesi/status/2022418516499198246)  2026-02-13T21:12Z [----] followers, [---] engagements


"$ORC 4% month over month increase in share count (183.345-190.281). They're still at it. Still bunched up in 6cpns. tho a slight increase to 5s and 5.5s. fast speeds on 6+ despite "prepayment protection""  
[X Link](https://x.com/iBladesi/status/2021707857016631760)  2026-02-11T22:08Z [----] followers, [---] engagements


"$WEN isn't that bad is it Stop it. it's already dead. I bought some at [----]. I'm no trashtaurant expert"  
[X Link](https://x.com/iBladesi/status/2022280455827964233)  2026-02-13T12:03Z [----] followers, [----] engagements


"Sold out of BWA. I had it for a long time - hard for me to let things go cuz I'm a bit of pack rat. but the data center pump was just too much. Trimmed CPB. yada yada. Pretty comfy with most positioning. waiting for the piano to drop on my head"  
[X Link](https://x.com/iBladesi/status/2022420313116725487)  2026-02-13T21:19Z [----] followers, [---] engagements

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