# ![@jay_21_ Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::2626671050.png) @jay_21_ Sterling Capital

Sterling Capital posts on X about $corz, ai, $crwv, $bkd the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::2626671050/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2626671050/c:line/m:interactions.svg)

- [--] Week [-------] +180%
- [--] Month [-------] +1,054%
- [--] Months [---------] +353%
- [--] Year [---------] +2.20%

### Mentions: [--] [#](/creator/twitter::2626671050/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2626671050/c:line/m:posts_active.svg)

- [--] Week [--] +10%
- [--] Month [--] +12%
- [--] Months [---] +101%
- [--] Year [---] -27%

### Followers: [-----] [#](/creator/twitter::2626671050/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2626671050/c:line/m:followers.svg)

- [--] Week [-----] +0.19%
- [--] Month [-----] +1.10%
- [--] Months [-----] +3.80%
- [--] Year [-----] +5.80%

### CreatorRank: [---------] [#](/creator/twitter::2626671050/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2626671050/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  36.69% [finance](/list/finance)  25.9% [technology brands](/list/technology-brands)  12.23% [cryptocurrencies](/list/cryptocurrencies)  3.6% [social networks](/list/social-networks)  1.44% [automotive brands](/list/automotive-brands)  1.44% [exchanges](/list/exchanges)  0.72% [luxury brands](/list/luxury-brands)  0.72%

**Social topic influence**
[$corz](/topic/$corz) 10.79%, [ai](/topic/ai) 6.47%, [$crwv](/topic/$crwv) 5.76%, [$bkd](/topic/$bkd) 4.32%, [$czr](/topic/$czr) 3.6%, [inflation](/topic/inflation) 3.6%, [money](/topic/money) 3.6%, [software](/topic/software) 2.88%, [$wulf](/topic/$wulf) 2.88%, [$goog](/topic/$goog) 2.88%

**Top accounts mentioned or mentioned by**
[@ayyouem](/creator/undefined) [@ryenotberben](/creator/undefined) [@acapitallp](/creator/undefined) [@onodacapital1](/creator/undefined) [@yenoms](/creator/undefined) [@bucknsf](/creator/undefined) [@buffalobillco](/creator/undefined) [@capitalvalor](/creator/undefined) [@briscoe224](/creator/undefined) [@mrmojorisinx](/creator/undefined) [@revcap](/creator/undefined) [@mohitgu72159291](/creator/undefined) [@mrneutralman](/creator/undefined) [@yummycenturyegg](/creator/undefined) [@cohibainvestor](/creator/undefined) [@goodhousecap](/creator/undefined) [@jeff964](/creator/undefined) [@mr_neutral_man](/creator/undefined) [@pekwat](/creator/undefined) [@pennyether](/creator/undefined)

**Top assets mentioned**
[Core Scientific, Inc. Common Stock (CORZ)](/topic/$corz) [CoreWeave, Inc (CRWV)](/topic/$crwv) [Brookdale Senior Living, Inc. (BKD)](/topic/$bkd) [Caesars Entertainment, Inc. (CZR)](/topic/$czr) [TeraWulf Inc. (WULF)](/topic/$wulf) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Kilroy Realty Corp. (KRC)](/topic/$krc) [WELL3 (WELL)](/topic/$well) [Clear Channel Outdoor Holdings, Inc. (CCO)](/topic/$cco) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [DigitalBridge Group, Inc. (DBRG)](/topic/$dbrg) [Applied Digital Corp. (APLD)](/topic/$apld) [Apollo Global Management, Inc. (APO)](/topic/$apo) [Boyd Gaming Corporation (BYD)](/topic/$byd) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Microsoft Corp. (MSFT)](/topic/$msft) [Cipher Mining Inc. Common Stock (CIFR)](/topic/$cifr) [Apartment Investment and Management Company (AIV)](/topic/$aiv) [Golar LNG Ltd (GLNG)](/topic/$glng) [First American Financial Corporation (FAF)](/topic/$faf) [Fidelity National Financial, Inc. (FNF)](/topic/$fnf) [Ventas, Inc. (VTR)](/topic/$vtr) [Bally's Corporation (BALY)](/topic/$baly) [PENN Entertainment Inc (PENN)](/topic/$penn) [Delta Air Lines, Inc. (DAL)](/topic/$dal)
### Top Social Posts
Top posts by engagements in the last [--] hours

"I guess AI will replace all the office workers in SF (eg software engineers etc) $KRC $HPP"  
[X Link](https://x.com/jay_21_/status/2021977745488495098)  2026-02-12T16:00Z [----] followers, [----] engagements


"I got very nervous reading the headline here $AIV https://investors.aimco.com/news/news-details/2025/Aimco-Announces-Conclusion-of-Strategic-Review-Process-Reports-Third-Quarter-2025-Results-and-Recent-Highlights/default.aspx https://investors.aimco.com/news/news-details/2025/Aimco-Announces-Conclusion-of-Strategic-Review-Process-Reports-Third-Quarter-2025-Results-and-Recent-Highlights/default.aspx"  
[X Link](https://x.com/jay_21_/status/1988004646586102100)  2025-11-10T22:03Z [----] followers, [----] engagements


"$GLNG $RGR interesting - not much economic sensitivity $HPP has been such a turdbut they already did a big equity dealdoes it really suck that much Maybe some building product stuff but seems harder"  
[X Link](https://x.com/jay_21_/status/1991684830095138848)  2025-11-21T01:47Z [----] followers, [----] engagements


"Why didnt title insurance participate in the housing / mtg rally $FNF $FAF"  
[X Link](https://x.com/jay_21_/status/2010031444681433110)  2026-01-10T16:50Z [----] followers, [----] engagements


"$BKD occupancy outpacing normal seasonal trends"  
[X Link](https://x.com/jay_21_/status/2010703299947696560)  2026-01-12T13:19Z [----] followers, [----] engagements


"Either this year or next we will start getting a lot more news articles on senior housing crisis Hat tip Gemini $BKD $SNDA"  
[X Link](https://x.com/jay_21_/status/2012685058457378913)  2026-01-18T00:34Z [----] followers, [----] engagements


"@yenoms I dont know it The ones I see usually mentioned for senior housing are $bkd $snda $well $vtr"  
[X Link](https://x.com/jay_21_/status/2012714161570988388)  2026-01-18T02:30Z [----] followers, [---] engagements


"Framing the Senior Housing Supply / Demand Gap A future crisis in plain sight Article below: https://open.substack.com/pub/sterlingcapital/p/framing-the-senior-housing-supplyr=5484&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/sterlingcapital/p/framing-the-senior-housing-supplyr=5484&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/jay_21_/status/2014013769484034139)  2026-01-21T16:34Z [----] followers, [----] engagements


"@BucknSF $BKD and $SNDA"  
[X Link](https://x.com/jay_21_/status/2014152355286024663)  2026-01-22T01:45Z [----] followers, [----] engagements


"$CCO close to a deal or something Unusual price action"  
[X Link](https://x.com/jay_21_/status/2016567493117067283)  2026-01-28T17:42Z [----] followers, [----] engagements


"$BKD posts 5.7% growth in RevPAR in [----] Guides to 8-9% growth in [----] The acceleration is here"  
[X Link](https://x.com/jay_21_/status/2016622274556940749)  2026-01-28T21:19Z [----] followers, [----] engagements


"I also just asked it to make an app that provides a business primer for a ticker and I am not impressed with the results But.but.i do see how this a good piece of technology but it will probably need a lot of time before it produces really interesting outputs"  
[X Link](https://x.com/jay_21_/status/2017408541053571084)  2026-01-31T01:24Z [----] followers, [---] engagements


"The most useful thing so far has been a tool that Gemini suggested i built as an investment analyst that summarizes quarters I think asking a chatbot for a good prompt also helps Opal run more smoothly Heres $BKD 3Q25"  
[X Link](https://x.com/jay_21_/status/2017415486204514796)  2026-01-31T01:51Z [----] followers, [---] engagements


"Why does Soo Kim need compensation from $BALY"  
[X Link](https://x.com/jay_21_/status/2018437513472278802)  2026-02-02T21:32Z [----] followers, [----] engagements


"Not a surprise - everyone should watch the clip below from Griffin as well Its very possible that IT budgets expand and demand increases in the near term.while simultaneously disruption risk amplifies creating an overhang on multiples https://x.com/disclosetv/status/2013944234659791193s=20 Wait did I readThoma Bravos SaaS businesses are accelerating https://t.co/JUmfu0R7E6 https://x.com/disclosetv/status/2013944234659791193s=20 Wait did I readThoma Bravos SaaS businesses are accelerating https://t.co/JUmfu0R7E6"  
[X Link](https://x.com/jay_21_/status/2019153769716674956)  2026-02-04T20:59Z [----] followers, [----] engagements


"Unfortunately I dont see a clear $amzn equivalent on the long side as it seems like a clear leader hasnt emerged yet"  
[X Link](https://x.com/jay_21_/status/2020164934034755935)  2026-02-07T15:57Z [----] followers, [---] engagements


"@AyyouEm How much EBITDA is airport now I thought it was getting material probably deserves a lower multiple"  
[X Link](https://x.com/jay_21_/status/2020999326080651626)  2026-02-09T23:12Z [----] followers, [---] engagements


"@briscoe224 @MrMojoRisinX Thats right SDRL probably less relevant now after they sold all their JUs as well so really only down to [--] guys Wonder how the offshore service companies feel about this merger 😬"  
[X Link](https://x.com/jay_21_/status/2021285663090295035)  2026-02-10T18:10Z [----] followers, [--] engagements


"@briscoe224 @MrMojoRisinX In terms of VAL holders: Oak Hill owns from the restructuring and probably wants to sell post-txn Famatown less sure - Fredrickson has a history in the sector but VAL CEO was a Fredrickson guy and isnt going to be leading CombinedCo"  
[X Link](https://x.com/jay_21_/status/2021286532892541123)  2026-02-10T18:13Z [----] followers, [--] engagements


"@RyeNotBerben Do you find twitter peaceful"  
[X Link](https://x.com/jay_21_/status/2021644770654007486)  2026-02-11T17:57Z [----] followers, [--] engagements


"What are some companies that have physical moats Eg monopoly access to a resource a strategically located airport / port etc"  
[X Link](https://x.com/jay_21_/status/1853584705418825748)  2024-11-04T23:46Z [----] followers, 65.5K engagements


"I think more interesting than debating whether or not software is cheap is to create a framework that scores companies across different metrics eg: - Near term earnings expectations - Susceptibility to AI - M&A takeout candidate - Competitive positioning (Tier [--] [--] 3) - etc"  
[X Link](https://x.com/jay_21_/status/2018727181581771174)  2026-02-03T16:44Z [----] followers, [----] engagements


"Then you can debate how much net long or short exposure you want from there depending upon what you find more attractive: the top companies or bottom companies and overall views of software as an industry"  
[X Link](https://x.com/jay_21_/status/2018727777210667352)  2026-02-03T16:46Z [----] followers, [----] engagements


"I think this will give you more actionable ideas in both directions (long and short) than just debating what the right multiple for a certain company is"  
[X Link](https://x.com/anyuser/status/2018727936942043627)  2026-02-03T16:47Z [----] followers, [---] engagements


"What are the best resources to learn how to code / build programs with AI Youtube videos etc Thanks"  
[X Link](https://x.com/jay_21_/status/2019827359181074480)  2026-02-06T17:35Z [----] followers, [----] engagements


"Anyone have strong views on Evoke Destroyed a ton of value but possibly an interesting equity stub $EVOK"  
[X Link](https://x.com/anyuser/status/2020155186484822466)  2026-02-07T15:18Z [----] followers, [----] engagements


"Accounting is in a tough spot where they brag about AI savings but then their clients just turn around and ask for fee cuts Will see that in other business services too #AIDisruption KPMG threatened to drop its auditor Grant Thornton unless the firm lowered its fee to do KPMGs books. Why Because KPMG knew Grant Thornton was using AI to do some of the accounting work and that the service would be cheaper (so Grant Thornton should pass the savings on). https://t.co/g6ckgVpXLW KPMG threatened to drop its auditor Grant Thornton unless the firm lowered its fee to do KPMGs books. Why Because KPMG"  
[X Link](https://x.com/jay_21_/status/2020155816351858797)  2026-02-07T15:20Z [----] followers, [----] engagements


"I feel like post [----] for a lot of pitches you had to answer the question: whats the $AMZN risk And if there were question marks then it was unlikely to work For 2025+ the question will be: whats the AI risk"  
[X Link](https://x.com/anyuser/status/2020164265420734599)  2026-02-07T15:54Z [----] followers, [----] engagements


"Thinking about AI disruption gave me this thought: Having a variant perception isnt enough; the direction of variant view may matter I think having a variant view that a company wont be disrupted by AI is less valuable than finding a company that will be & it isnt priced in"  
[X Link](https://x.com/anyuser/status/2020515925133275327)  2026-02-08T15:11Z [----] followers, [---] engagements


"Its going to be really hard to overcome the markets view something will be disrupted and the mkt may never come around But if some doubt arises on disruption then a repricing may be swift You will definitely get rewarded for being right imo"  
[X Link](https://x.com/jay_21_/status/2020516260778258616)  2026-02-08T15:13Z [----] followers, [---] engagements


"No one looking into this spice Maybe I need to roll up my sleeves $EVOK Anyone have strong views on Evoke Destroyed a ton of value but possibly an interesting equity stub $EVOK Anyone have strong views on Evoke Destroyed a ton of value but possibly an interesting equity stub $EVOK"  
[X Link](https://x.com/anyuser/status/2020903001951514849)  2026-02-09T16:49Z [----] followers, [----] engagements


"Seems like a pretty good outcome for $CCO Lots of ups and downs along the way"  
[X Link](https://x.com/jay_21_/status/2020989574357413895)  2026-02-09T22:33Z [----] followers, [----] engagements


"I am sorry but this is a ridiculous take Not representative of reality in the least bit Just spoke with a couple of MDs at a large institutional private equity fund They still believe that Claude is a fad and it will take decades before any real companies adopt them Currently only subscribed to a ChatGPT corporate account at work Mentioned multiple times that Just spoke with a couple of MDs at a large institutional private equity fund They still believe that Claude is a fad and it will take decades before any real companies adopt them Currently only subscribed to a ChatGPT corporate account"  
[X Link](https://x.com/anyuser/status/2020990222062764072)  2026-02-09T22:36Z [----] followers, [----] engagements


"Software and pvt credit / PE are linked and going through a downcycle right now I think these are two of the biggest macro factors that have held up the economy As this unwinds will we actually start to see some recessionary pressure Plus AI risk = big whitecollar job risk"  
[X Link](https://x.com/jay_21_/status/2021303373115371940)  2026-02-10T19:20Z [----] followers, [----] engagements


"Within [--] years people will spend more time speaking with computers than people"  
[X Link](https://x.com/jay_21_/status/2021592208764232044)  2026-02-11T14:28Z [----] followers, [---] engagements


"I think we are approaching dislocation territory I am seeing some things that I feel like do not make sense or are not consistent Eyes open"  
[X Link](https://x.com/jay_21_/status/2021979036982161490)  2026-02-12T16:05Z [----] followers, [----] engagements


"This is really interesting (office REITs in general) The market is going beyond saying certain companies will be disrupted and saying white collar work itself is in jeopardy The potential deflationary implication is massive.is that being priced No i dont want to buy office I guess AI will replace all the office workers in SF (eg software engineers etc) $KRC $HPP I guess AI will replace all the office workers in SF (eg software engineers etc) $KRC $HPP"  
[X Link](https://x.com/jay_21_/status/2021986750974112105)  2026-02-12T16:36Z [----] followers, [----] engagements


"Its possible (probable even) that the corporate psyche has just materially shifted from a mindset of labor scarcity to identifying AI efficiencies Theres a large potential deflationary force building #HeadsUp"  
[X Link](https://x.com/jay_21_/status/2023049149499752791)  2026-02-15T14:57Z [----] followers, [----] engagements


"@pekwat @AyyouEm I dont think so but it was b/c the stock meme'd and they printed $$$ via an ATM"  
[X Link](https://x.com/jay_21_/status/1915143230305272185)  2025-04-23T20:38Z [----] followers, [---] engagements


"@penny_ether They dont have the capital to"  
[X Link](https://x.com/jay_21_/status/1915779293470245053)  2025-04-25T14:45Z [----] followers, [---] engagements


"HG Vora gets $PENN board seats Now what https://www.reuters.com/business/penn-entertainment-appoint-2-directors-hg-voras-slate-2025-04-25/ https://www.reuters.com/business/penn-entertainment-appoint-2-directors-hg-voras-slate-2025-04-25/"  
[X Link](https://x.com/jay_21_/status/1916492056488300753)  2025-04-27T13:58Z [----] followers, [---] engagements


"$LADR yield curve view"  
[X Link](https://x.com/jay_21_/status/1916496687238877637)  2025-04-27T14:16Z [----] followers, [----] engagements


"This $WELL update seems very good Numbers going up"  
[X Link](https://x.com/jay_21_/status/1917016530744742333)  2025-04-29T00:42Z [----] followers, [----] engagements


"$CZR not changing outlook despite tariff noise / travel weakness"  
[X Link](https://x.com/jay_21_/status/1917329978368106684)  2025-04-29T21:27Z [----] followers, [----] engagements


"Travel still seems like an interesting contrarian or macro/tariff fade play even after this broader recovery $JETS $CZR $DAL withdrawing guidance Ive been an airline hater but seems like an interesting high beta contrarian bet after this sell off $DAL withdrawing guidance Ive been an airline hater but seems like an interesting high beta contrarian bet after this sell off"  
[X Link](https://x.com/jay_21_/status/1918670675692134416)  2025-05-03T14:15Z [----] followers, [----] engagements


"@rev_cap Doesnt feel like that at all to me on animal spirits I also thought I saw a number of articles about how nightlife (bars and clubs) are pretty much dead and nothing like what they were pre COVID"  
[X Link](https://x.com/jay_21_/status/1918797328028217582)  2025-05-03T22:38Z [----] followers, [---] engagements


"@rev_cap @stressed_assets Siemens Eaton"  
[X Link](https://x.com/jay_21_/status/1919818626544152998)  2025-05-06T18:16Z [----] followers, [---] engagements


"$CORZ seems to be moving away from implying they have a hyperscaler contract to discussing large enterprise intead But they mention these enterprises are $75bn market cap companies (.an oddly specific number relative to $50bn or $100bn) Interesting development"  
[X Link](https://x.com/jay_21_/status/1921222861211025523)  2025-05-10T15:16Z [----] followers, [----] engagements


"What was $DBRG recovery on this Everstream loan"  
[X Link](https://x.com/jay_21_/status/1927701913623011479)  2025-05-28T12:22Z [----] followers, [----] engagements


"@MohitGu72159291 Its going to be a lot of project debt followed by pref and then APLD common And then they gave some warrants to CRWV too Complicated structure But its like what close to $3bn of capex on $5.-5.5bn of EBITDA over [--] years"  
[X Link](https://x.com/jay_21_/status/1930645827212456019)  2025-06-05T15:20Z [----] followers, [---] engagements


"@MohitGu72159291 I thought $CORZ had way less capex/MW right"  
[X Link](https://x.com/jay_21_/status/1930977818101399679)  2025-06-06T13:19Z [----] followers, [---] engagements


"@ACapitalLP What do estimate the ROEs are on these deals $CORZ $APLD $WULF"  
[X Link](https://x.com/jay_21_/status/1931725257234129363)  2025-06-08T14:49Z [----] followers, [---] engagements


"@ACapitalLP Istn $APLD $11-13/MW capex"  
[X Link](https://x.com/jay_21_/status/1931741346261336524)  2025-06-08T15:53Z [----] followers, [---] engagements


"@ACapitalLP They didnt disclose i think $CORZ and others were cheaper bc they were conversions and required less capex than greenfield Greenfield looks mid based on the numbers I am seeing"  
[X Link](https://x.com/jay_21_/status/1931749926578376886)  2025-06-08T16:27Z [----] followers, [---] engagements


"Seems like this more about the prospects of PE and how equity strategies fit into $APO long term strategy more than anything https://www.businessinsider.com/apollo-private-equity-recruiting-letter-2027-associates-oncycle-jpmorgan-chase-2025-6 https://www.businessinsider.com/apollo-private-equity-recruiting-letter-2027-associates-oncycle-jpmorgan-chase-2025-6"  
[X Link](https://x.com/jay_21_/status/1933915607105425586)  2025-06-14T15:53Z [----] followers, [---] engagements


"Tariffs and geopol grabbing headlines But when do we see MoM housing price prints this weak with such a strong equity market It might be time to revaluate short exposure 🤔"  
[X Link](https://x.com/jay_21_/status/1937510349739294968)  2025-06-24T13:57Z [----] followers, [---] engagements


"@do_em_go How much cash burn does RemainCo have with all the development plans"  
[X Link](https://x.com/jay_21_/status/1940398781981466923)  2025-07-02T13:14Z [----] followers, [---] engagements


"I think starting in [----] you will see positioning for more classic COC restructurings that will unfold in 2027-2029 What firms can run that playbook Who stands out #RX #PE #MaturityWall"  
[X Link](https://x.com/jay_21_/status/1941144178890781073)  2025-07-04T14:36Z [----] followers, [----] engagements


"These deficits seem unsustainable. Arent the two outcomes: 1) higher rates / inflation 2) austerity How is this a good backdrop for stocks Particularly cyclicals"  
[X Link](https://x.com/jay_21_/status/1941237118552154332)  2025-07-04T20:46Z [----] followers, [----] engagements


"Probably no diversification pipeline despite mgmt saying it had one Womp womp $CORZ This deal is a disaster for CORZ. No collar deal closes well-post lock-up. At CRWV IPO price it values CORZ at $5 / share It suggests CORZ was having issues delivering. This is desperate CORZ at $14 is a CRWV short at $116 with 0% borrow ahead of 95% of float opening This deal is a disaster for CORZ. No collar deal closes well-post lock-up. At CRWV IPO price it values CORZ at $5 / share It suggests CORZ was having issues delivering. This is desperate CORZ at $14 is a CRWV short at $116 with 0% borrow ahead of"  
[X Link](https://x.com/jay_21_/status/1942236166260232253)  2025-07-07T14:56Z [----] followers, [----] engagements


"Wish i did it $CORZ might have been an even better as a short @onodacapital1 Its possible short CRWV is a decent trade if they are going to issue equity @onodacapital1 Its possible short CRWV is a decent trade if they are going to issue equity"  
[X Link](https://x.com/jay_21_/status/1943689952442601743)  2025-07-11T15:12Z [----] followers, [----] engagements


"VIC $BLDR writeup assumes 15x Earnings and 10.5x EBITDA .im not certain $BLDR built a great mousetrap early in the cycle and rode it to the top. Will be interesting to see how it (& its multiple) perform in a less clear macro"  
[X Link](https://x.com/jay_21_/status/1944221788688269523)  2025-07-13T02:26Z [----] followers, [----] engagements


"GGR accelerating One of the most interesting macro charts Ive seen in awhile as shouldnt this have been impacted by tariff vol 🤔"  
[X Link](https://x.com/jay_21_/status/1944823861591032132)  2025-07-14T18:18Z [----] followers, [----] engagements


"At first I was dismissive of $META signing bonuses But Im wondering if its just another sign of inflation And the intensification of the haves vs have nots You can either work in the tech space own crypto or be poor Your choice BREAKING: Meta $META lures Apple's AI expert Ruoming Pang with a $200M pay package Bloomberg reports. The deal includes a base salary signing bonus and Meta shares with performance targets tied to long-term loyalty. #TechNews #AI BREAKING: Meta $META lures Apple's AI expert Ruoming Pang with a $200M pay package Bloomberg reports. The deal includes a base salary signing"  
[X Link](https://x.com/jay_21_/status/1944944677234598070)  2025-07-15T02:18Z [----] followers, [----] engagements


"Anyone got anything Tech more broadly Anyone read Empire of AI Any good Any better books on AI or Altman Anyone read Empire of AI Any good Any better books on AI or Altman"  
[X Link](https://x.com/jay_21_/status/1946938809599324664)  2025-07-20T14:22Z [----] followers, [----] engagements


"I noticed fiscal policy is very procyclical In COVID deficits worked & therefore we need more of it In GFC (& Eurocrisis) we had too much leverage & needed less of it If we hit a switch where deficits become out of favor then pendulum can swing hard making downside larger"  
[X Link](https://x.com/jay_21_/status/1946985322421629421)  2025-07-20T17:27Z [----] followers, [---] engagements


"How does this business possibly work How does $30bn of burn get financed #OpenAI"  
[X Link](https://x.com/jay_21_/status/1947648555285389758)  2025-07-22T13:22Z [----] followers, [----] engagements


"Where are you spending most of time recently"  
[X Link](https://x.com/jay_21_/status/1949478358154150195)  2025-07-27T14:33Z [----] followers, [----] engagements


"Golden Age of Private Credit How else can do these structures Timeshares https://www.prnewswire.com/news-releases/harley-davidson-announces-strategic-partnership-with-kkr-and-pimco-302517199.html https://www.prnewswire.com/news-releases/harley-davidson-announces-strategic-partnership-with-kkr-and-pimco-302517199.html"  
[X Link](https://x.com/jay_21_/status/1950742045905371578)  2025-07-31T02:15Z [----] followers, [---] engagements


"I really dont know how to explain anything $CVNA"  
[X Link](https://x.com/jay_21_/status/1950916652469756029)  2025-07-31T13:49Z [----] followers, [----] engagements


"@onodacapital1 Recession is obviously one. Duration rate spikes. Shift in sentiment on fiscal deficits (but think we might need a recession for this) Not sure what else"  
[X Link](https://x.com/jay_21_/status/1951285568928682240)  2025-08-01T14:15Z [----] followers, [--] engagements


"@onodacapital1 Theres obviously some idio events for some of these on an individual basis (eg lock-ups CORZ/CRWV merger etc)"  
[X Link](https://x.com/jay_21_/status/1951285757894590864)  2025-08-01T14:15Z [----] followers, [--] engagements


"@MadThunderdome Agree with these Although I dont think they are catalysts / changes - they are knowns now. Doesnt mean they cant accelerate or sentiment can change (and you can say sentiment is correlated to seasonality)"  
[X Link](https://x.com/jay_21_/status/1951397280327803128)  2025-08-01T21:39Z [----] followers, [---] engagements


"Securitizations had a short term funding element to them The system has figured out ways to make things longer term which makes it harder to crack CeFi in crypto was probably the closest to GFC risks and we are past that i dont think enough new things have been securitized for the cycle to end yet i dont think enough new things have been securitized for the cycle to end yet"  
[X Link](https://x.com/jay_21_/status/1952361336777675214)  2025-08-04T13:29Z [----] followers, [----] engagements


"What are $CORZ activists playing for Will $CRWV increase consideration just to watch their stock go down more Seems tough to me (but im not an M&A activist)"  
[X Link](https://x.com/jay_21_/status/1953552956676026495)  2025-08-07T20:24Z [----] followers, [----] engagements


"I cant think of a more perfect representation of the current regime than this deal https://www.businesswire.com/news/home/20250811959222/en/ALT5-Sigma-Corporation-Announces-%241.5-Billion-Registered-Direct-Offering-and-Concurrent-Private-Placement-to-Initiate-World-Liberty-Financial-%24WLFI-Treasury-Strategy A publicly traded tech firm ALT5 Sigma plans to sell $1.5 billion of shares to fund the purchase of a cryptocurrency created by World Liberty Financial which the Trumps control. https://t.co/WCm9HqUNqY"  
[X Link](https://x.com/jay_21_/status/1955367497731019004)  2025-08-12T20:35Z [----] followers, [----] engagements


"What are other peoples experiences with AI in their work process What is your biggest efficiency gain What tool should I learn how to use to build custom software etc Our Q2 [----] investor letter "10x" discusses how AI has driven 5-10x improvements in our research productivity via custom software development mass information analysis and research documentation. https://t.co/3ejdrEp4EJ Our Q2 [----] investor letter "10x" discusses how AI has driven 5-10x improvements in our research productivity via custom software development mass information analysis and research documentation."  
[X Link](https://x.com/jay_21_/status/1955455384774381967)  2025-08-13T02:24Z [----] followers, [----] engagements


"@sidprabhu @tangentstyle Same guy https://www.citigroup.com/global/about-us/leadership/john-c-dugan https://www.citigroup.com/global/about-us/leadership/john-c-dugan"  
[X Link](https://x.com/jay_21_/status/1955464401353576906)  2025-08-13T03:00Z [----] followers, [---] engagements


"AI is becoming a bigger driver of finance https://9fin.com/insights/apollo-in-talks-to-lead-12bn-private-debt-packageutm_source=linkedin&utm_medium=social&utm_campaign=news_analysis&utm_content=textonly https://9fin.com/insights/apollo-in-talks-to-lead-12bn-private-debt-packageutm_source=linkedin&utm_medium=social&utm_campaign=news_analysis&utm_content=textonly"  
[X Link](https://x.com/jay_21_/status/1955671844268413380)  2025-08-13T16:44Z [----] followers, [---] engagements


"@BucknSF It was good but his primary example is something that will have issues Isnt the takeaway that best software companies are probably fine but lower quality ones could be decimated"  
[X Link](https://x.com/jay_21_/status/1955675149522649229)  2025-08-13T16:57Z [----] followers, [---] engagements


"Its totally cool to have your company invest a bunch of money into another company you co-found right https://techcrunch.com/2025/08/12/sam-altman-openai-will-reportedly-back-a-startup-that-takes-on-musks-neuralink/ https://techcrunch.com/2025/08/12/sam-altman-openai-will-reportedly-back-a-startup-that-takes-on-musks-neuralink/"  
[X Link](https://x.com/jay_21_/status/1955694950105899289)  2025-08-13T18:16Z [----] followers, [---] engagements


"Why is $GOOG attached to this $WULF deal https://investors.terawulf.com/news-events/press-releases/detail/112/terawulf-signs-200-mw-10-year-ai-hosting-agreements-with https://investors.terawulf.com/news-events/press-releases/detail/112/terawulf-signs-200-mw-10-year-ai-hosting-agreements-with"  
[X Link](https://x.com/jay_21_/status/1956045707598508097)  2025-08-14T17:30Z [----] followers, [----] engagements


"@DrucksBurner @SowingAlphaSeed @RandolphDuke7 Yes - and the contract is mid too Very small ROIC"  
[X Link](https://x.com/jay_21_/status/1956072327466377242)  2025-08-14T19:15Z [----] followers, [--] engagements


"These things look like scams now I think the first $CORZ deal was special bc of the limited capital required and the fact $CRWV would fund it Everyone elses deal looks mid at best Why is $GOOG attached to this $WULF deal https://t.co/logDAGncY6 Why is $GOOG attached to this $WULF deal https://t.co/logDAGncY6"  
[X Link](https://x.com/jay_21_/status/1956170591490191445)  2025-08-15T01:46Z [----] followers, [----] engagements


"But more rate cuts being priced in and 10yr 4.25%"  
[X Link](https://x.com/jay_21_/status/1956359733285208100)  2025-08-15T14:18Z [----] followers, [---] engagements


"I expect some potential noise around Fed days where maybe the market reacts positively to cuts But expectations already shifted; the only thing that would cause further rate reductions imo is weaker data (bad for equities)"  
[X Link](https://x.com/jay_21_/status/1956360013917614390)  2025-08-15T14:19Z [----] followers, [---] engagements


"What are your favorite rate cut beneficiaries Short term rates; not duration plays"  
[X Link](https://x.com/jay_21_/status/1956525296980549953)  2025-08-16T01:15Z [----] followers, [----] engagements


"Crypto market cap is now $4tn This likely had a material effect on the real world If it doubles in short order then I imagine inflation will accelerate If it 10xs like bulls pitch we are getting close to S&P500 mkt capitalization levels"  
[X Link](https://x.com/jay_21_/status/1956843182500827536)  2025-08-16T22:19Z [----] followers, [----] engagements


"$CRWV is monetizing their stock Which other high flier is likely to monetize their stock Who would they buy $PLTR $HOOD $COIN others"  
[X Link](https://x.com/jay_21_/status/1957464875371811216)  2025-08-18T15:29Z [----] followers, [----] engagements


"Gave away 12% of the Company and jamming through a $1bn convertible $WULF https://investors.terawulf.com/news-events/press-releases/detail/116/terawulf-inc-announces-upsize-and-pricing-of-850-million $WULF putting out a bullish PR that might mask their convertible they are trying to price Feel like the convertible will outweigh the news by pricing time https://investors.terawulf.com/news-events/press-releases/detail/116/terawulf-inc-announces-upsize-and-pricing-of-850-million $WULF putting out a bullish PR that might mask their convertible they are trying to price Feel like the convertible"  
[X Link](https://x.com/jay_21_/status/1957802351743430677)  2025-08-19T13:50Z [----] followers, [----] engagements


"@valuedontlie $CZR but it hasnt worked"  
[X Link](https://x.com/jay_21_/status/1957809698838573175)  2025-08-19T14:19Z [----] followers, [---] engagements


"@JohnNap86 Im not sure thats right Wasnt the Vantage / Silver Lake deal a big number but ultimately disappointing from a fees perspective"  
[X Link](https://x.com/jay_21_/status/1957821130833633629)  2025-08-19T15:05Z [----] followers, [---] engagements


"Peak shale seems to have inflation and geopolitical ramifications that I dont think generalists can ignore https://www.wsj.com/business/energy-oil/trump-oil-gas-shale-production-decline-db5e0f7cgaa_at=eafs&gaa_n=ASWzDAhtY8it3Boh550xsACeZHsOiCOCyJLryOsZo_qZ0iKwi-SeEOZ5CfGrVjyZtkI%3D&gaa_ts=68a5ecd8&gaa_sig=yWv9b_EHdDffz3EuGUbCscd5jgUFr1SN7jgOuEryxNZP96dw9qUTxOXTTX8xKCq-_4B3mOxqjoILxGMJ4KrQYQ%3D%3D"  
[X Link](https://x.com/jay_21_/status/1958195100888048004)  2025-08-20T15:51Z [----] followers, [----] engagements


"Interesting to read the comments on Deepseek and the customer pipeline in this document relative to public disclosures $CORZ The highly anticipated S-4 was filed for CoreWeave's acquisition of Core Scientific. Here's a summary of the $CORZ / $CRWV deal background: First Acquisition Attempt (2024) June [--] 2024: CoreWeave made an unsolicited all-cash proposal at $5.75 per share citing synergies and https://t.co/aI8PiD126r The highly anticipated S-4 was filed for CoreWeave's acquisition of Core Scientific. Here's a summary of the $CORZ / $CRWV deal background: First Acquisition Attempt (2024)"  
[X Link](https://x.com/jay_21_/status/1958295670512845170)  2025-08-20T22:30Z [----] followers, [----] engagements


"@onodacapital1 And all the deals the other miners are reporting are mid at best so even if there were folks there its not like $CORZ is getting windfall"  
[X Link](https://x.com/jay_21_/status/1958300058190794904)  2025-08-20T22:48Z [----] followers, [---] engagements


"@Mr_Neutral_Man Id focus on short term rate sensitive things instead of long term rate sensitive things Obviously most real estate stuff. Other levered floating rate structures like $AMTM Im trying to find others as well"  
[X Link](https://x.com/jay_21_/status/1958957251617522164)  2025-08-22T18:19Z [----] followers, [---] engagements


"And one of the first thing this guy did was go big on $CORZ Weird OpenAI fired this 23-year-old from their Superalignment team. But he turned his insider knowledge into a $1.5B fund that's outperforming Wall Street by 700% this year. He says maybe [---] people in SF understand what's *actually* happening in AI right now. Here's his thesis: 🧵 https://t.co/tTDUlChuwP OpenAI fired this 23-year-old from their Superalignment team. But he turned his insider knowledge into a $1.5B fund that's outperforming Wall Street by 700% this year. He says maybe [---] people in SF understand what's *actually*"  
[X Link](https://x.com/jay_21_/status/1961813701092127142)  2025-08-30T15:30Z [----] followers, [----] engagements


"@yummyCenturyEgg @cohibainvestor @GoodHouseCap Do they want to maintain control of OpCo Or how do you see the end game unfolding here Are they going to give up keys or you think the creditors would be so damaged by separating from the company that they want to stay under the corporate umbrella"  
[X Link](https://x.com/jay_21_/status/1961854301787099593)  2025-08-30T18:11Z [----] followers, [---] engagements


"@yummyCenturyEgg @cohibainvestor @GoodHouseCap I guess Ill see how your series unfold If I am reading you right it seems like you are going down a path of LMEs creating a windfall for the equity given a bankruptcy or take back the keys scenario is a disaster for lenders Which of course is possible"  
[X Link](https://x.com/jay_21_/status/1961856418564206847)  2025-08-30T18:19Z [----] followers, [---] engagements


"Interesting $CZR $MGM $BYD Las Vegas keeps cashing in even as crowds thin. July visitation slid 12% YoY to just over [--] million but Nevada GGR rose 4% to $1.35 billion. On the Strip revenue jumped 5.6% to $749 million with baccarat surging 79% to $114.5 million. Las Vegas keeps cashing in even as crowds thin. July visitation slid 12% YoY to just over [--] million but Nevada GGR rose 4% to $1.35 billion. On the Strip revenue jumped 5.6% to $749 million with baccarat surging 79% to $114.5 million"  
[X Link](https://x.com/jay_21_/status/1962996007559708955)  2025-09-02T21:48Z [----] followers, [----] engagements


"@Jim_Beans Think $CZR said gross revenues are up partly because of promotions $byd I thought said they were just seeing stronger off strip customers"  
[X Link](https://x.com/jay_21_/status/1963032648810373328)  2025-09-03T00:13Z [----] followers, [--] engagements


"Is Lambda going public bearish for $CRWV and $NBIS"  
[X Link](https://x.com/jay_21_/status/1964092959873200192)  2025-09-05T22:27Z [----] followers, [----] engagements


"The AI side of the equation seems binary. Either the hype will continue or it wont The economic side is more multi variableI think it will be hard to thread the needle so I lean bearish but thus far the economy has continued to be more resilient than expected"  
[X Link](https://x.com/jay_21_/status/1964323701601493412)  2025-09-06T13:44Z [----] followers, [---] engagements


"I probably need spend some time thinking through tariff impacts as well but I am not the right person to have the best view there Its clearly impacting some industries substantially but not sure how it impacts overall macro"  
[X Link](https://x.com/jay_21_/status/1964324350959460494)  2025-09-06T13:46Z [----] followers, [---] engagements


"How attractive do you think these deals are really Also - wonder what they are planning wrt "additional financing options to enable significantly faster growth than originally planned" $NBIS $NBIS Nebius announces multi-billion dollar agreement with Microsoft $MSFT for AI infrastructure: https://t.co/Qauw9cGLia https://t.co/38QDaber2B $NBIS Nebius announces multi-billion dollar agreement with Microsoft $MSFT for AI infrastructure: https://t.co/Qauw9cGLia https://t.co/38QDaber2B"  
[X Link](https://x.com/jay_21_/status/1965162429811487208)  2025-09-08T21:16Z [----] followers, [----] engagements


"@ACapitalLP If $CORZ has a $MSFT deal in their pipeline would they have sold"  
[X Link](https://x.com/jay_21_/status/1965162778685309419)  2025-09-08T21:18Z [----] followers, [---] engagements


"@ACapitalLP This is at odds with what $CORZ proxy said All miner deals have been terrible recently as well"  
[X Link](https://x.com/jay_21_/status/1965164301892948432)  2025-09-08T21:24Z [----] followers, [---] engagements


"Its starting to feel like cdo2 time What did it take: [--] years from then to GFC So maybe theres a lot more runway and its time to get long 🥴 Golden age of whatever this is. Go From 0.9x dpi [--] years in to 1.25x using this one simple trick LPs dont want you to know https://t.co/TKtravr2CD Golden age of whatever this is. Go From 0.9x dpi [--] years in to 1.25x using this one simple trick LPs dont want you to know https://t.co/TKtravr2CD"  
[X Link](https://x.com/jay_21_/status/1965915668236349960)  2025-09-10T23:09Z [----] followers, [----] engagements


"@jeff964 And the feasibility of the path to achieve"  
[X Link](https://x.com/jay_21_/status/1966658080503984502)  2025-09-13T00:19Z [----] followers, [--] engagements


"Anyone know the details behind this $CRWV / $NVDA deal"  
[X Link](https://x.com/jay_21_/status/1967663980295622834)  2025-09-15T18:57Z [----] followers, [----] engagements


"@thepupil11 I agree with that But they should have sold themselves and shouldnt need capital I can see them using it is the issue"  
[X Link](https://x.com/jay_21_/status/1968084969496183065)  2025-09-16T22:49Z [----] followers, [---] engagements


""Even though mortgage rates began to trend downward towards the end of the quarter stronger sales have not yet followed" - $LEN"  
[X Link](https://x.com/jay_21_/status/1969403345556197859)  2025-09-20T14:08Z [----] followers, [---] engagements


"@jeff964 Make sense Maybe he will say $DBRG should sell next"  
[X Link](https://x.com/jay_21_/status/1970518457687937399)  2025-09-23T15:59Z [----] followers, [---] engagements


"Weird unless i missed something Any news on $ARES $APO $OWL $KKR type names They're really getting blasted. Any news on $ARES $APO $OWL $KKR type names They're really getting blasted"  
[X Link](https://x.com/jay_21_/status/1970985467350032593)  2025-09-24T22:55Z [----] followers, [----] engagements


"People are just giving money to $GOOG "Google Backstops $1.4 Billion of Fluidstacks Obligations and Receives 5.4% Equity Stake in Cipher" $CIFR"  
[X Link](https://x.com/jay_21_/status/1971277535733481550)  2025-09-25T18:16Z [----] followers, [----] engagements


"Its crazy that mid deal after mid deal is announced in this space and the stocks still are where they are $IREN etc People are just giving money to $GOOG "Google Backstops $1.4 Billion of Fluidstacks Obligations and Receives 5.4% Equity Stake in Cipher" $CIFR People are just giving money to $GOOG "Google Backstops $1.4 Billion of Fluidstacks Obligations and Receives 5.4% Equity Stake in Cipher" $CIFR"  
[X Link](https://x.com/jay_21_/status/1971750120485183604)  2025-09-27T01:33Z [----] followers, [----] engagements


"$ARKK is now distressed tech LMAO Top [--] Themes of [----] $GDX leads +116% YTD https://t.co/hHhgkc4Wor Top [--] Themes of [----] $GDX leads +116% YTD https://t.co/hHhgkc4Wor"  
[X Link](https://x.com/jay_21_/status/1971932753458565183)  2025-09-27T13:39Z [----] followers, [----] engagements


"Kinda want to outright short $CORZ at this level (or at least the CRWZ/CORZ spread) We really think this is going to get recut"  
[X Link](https://x.com/jay_21_/status/1972484985820246415)  2025-09-29T02:14Z [----] followers, [----] engagements


"@Mr_Neutral_Man Which chemicals"  
[X Link](https://x.com/jay_21_/status/1974920257732300885)  2025-10-05T19:30Z [----] followers, [---] engagements


"@BuffaloBillCo @CapitalValor Sure could I know for oil Theres a peak shale oil thesis which could cause price to go up For gas theres interesting LNG theses Dont have a view on other things"  
[X Link](https://x.com/jay_21_/status/1974924536253661354)  2025-10-05T19:47Z [----] followers, [---] engagements


"@BuffaloBillCo @CapitalValor To be clear the point of the basket is that theres a good underlying thesis but under some kind of dystopian shock then they will do even better Whether its geopolitical inflation energy shocks etc"  
[X Link](https://x.com/jay_21_/status/1974925028782198876)  2025-10-05T19:49Z [----] followers, [---] engagements


"@BuffaloBillCo @CapitalValor You can sell when it goes up You dont need to hold things"  
[X Link](https://x.com/jay_21_/status/1974940696630247575)  2025-10-05T20:52Z [----] followers, [---] engagements


"The peer group for $CORZ is up a literal fuckton since $CRWV deal announcement Do you vote this down assuming it converges with group It doesnt make sense from a biz fundamental perspective but even a small chance of the stock tripling post-break changes the game theory"  
[X Link](https://x.com/jay_21_/status/1976665639185183032)  2025-10-10T15:06Z [----] followers, [----] engagements


"@CDMCapital Didnt everyone say this about $CRWV"  
[X Link](https://x.com/jay_21_/status/1978510990275735800)  2025-10-15T17:19Z [----] followers, [---] engagements


"Not sure I think the share price decline was worth a letter but $VRX decided to release one: http://t.co/BjqZgOg2tH http://www.sec.gov/Archives/edgar/data/885590/000119312515329827/d30841dex991.htm http://www.sec.gov/Archives/edgar/data/885590/000119312515329827/d30841dex991.htm"  
[X Link](https://x.com/jay_21_/status/648476402463825920)  2015-09-28T12:36Z [----] followers, [--] engagements


"@PainCapital @hackcelerity Its worse than that Holders are bimodal: 1) levered / hot HF money 2) LT investor or mgmt money (limited float)"  
[X Link](https://x.com/jay_21_/status/696067601949188096)  2016-02-06T20:27Z [----] followers, [--] engagements


"People are worried they may lose money if the market goes down - Jay on market Liquidity Crisis"  
[X Link](https://x.com/jay_21_/status/708132553480413185)  2016-03-11T03:28Z [----] followers, [--] engagements


"Cable companies may explore asset swaps post CHTR/TWC merger http://www.investors.com/news/technology/comcast-charter-altice-cable-swaps-eyed-post-deal-approvals/ven=YahooCP&src=AURLLED&ven=yahoo http://www.investors.com/news/technology/comcast-charter-altice-cable-swaps-eyed-post-deal-approvals/ven=YahooCP&src=AURLLED&ven=yahoo"  
[X Link](https://x.com/jay_21_/status/710436748069834752)  2016-03-17T12:04Z [----] followers, [--] engagements


"Allergan merger idea just became public on VIC: cant make this up https://www.valueinvestorsclub.com/idea/ALLERGAN_PLC/138083 https://www.valueinvestorsclub.com/idea/ALLERGAN_PLC/138083"  
[X Link](https://x.com/jay_21_/status/717133873226903552)  2016-04-04T23:36Z [----] followers, [--] engagements


"Good idea to start building a watchlist of smid cap HF hotels with limited float https://x.com/bluegrasscap/status/747547313229291520 SOTP outsider mini-LVNTA got smoked into the close $FNFV https://x.com/bluegrasscap/status/747547313229291520 SOTP outsider mini-LVNTA got smoked into the close $FNFV"  
[X Link](https://x.com/jay_21_/status/747576681179783172)  2016-06-27T23:45Z [----] followers, [--] engagements


"Missed this insulation SPAC $BLD https://globenewswire.com/news-release/2016/04/04/825389/0/en/Hennessy-Capital-Acquisition-Corp-II-and-USI-Announce-Merger-Agreement.html https://globenewswire.com/news-release/2016/04/04/825389/0/en/Hennessy-Capital-Acquisition-Corp-II-and-USI-Announce-Merger-Agreement.html"  
[X Link](https://x.com/jay_21_/status/765250750909997060)  2016-08-15T18:16Z [----] followers, [--] engagements


"Anyone following Dell / VMware closely"  
[X Link](https://x.com/jay_21_/status/805538543804280832)  2016-12-04T22:25Z [----] followers, [--] engagements


"If equity markets are "do" for correction what about aero"  
[X Link](https://x.com/jay_21_/status/819021698854948866)  2017-01-11T03:22Z [----] followers, [--] engagements


"Pharma inflation"  
[X Link](https://x.com/jay_21_/status/825813322570293250)  2017-01-29T21:10Z [----] followers, [--] engagements


"Fries on LILA: "We're well positioned because we generate a lot of cash flow. We have a great balance sheet." No"  
[X Link](https://x.com/jay_21_/status/843538870327300096)  2017-03-19T19:05Z [----] followers, [--] engagements


"CNTE's weirder brother might be one of the cheapest things I ever seen Very complicated and illiquid so I could be wrong"  
[X Link](https://x.com/jay_21_/status/859608666370179072)  2017-05-03T03:20Z [----] followers, [--] engagements


"Does the lack of capital gains / losses create the incentive for OAK to writedown the FSC B/S aggressively"  
[X Link](https://x.com/jay_21_/status/904083454089887744)  2017-09-02T20:47Z [----] followers, [--] engagements


"Housing Bubble [--] https://x.com/WhatILearnedTW/status/946076716169969664 "S&P CoreLogic Case-Shiller National Home Price Index has now surpassed by 6.0% the crazy peak in July [----] of Housing Bubble [--] and is up 46% from the trough of Housing Bust 1" https://t.co/tZ87mPjmus https://t.co/lssONgdJ8i https://x.com/WhatILearnedTW/status/946076716169969664 "S&P CoreLogic Case-Shiller National Home Price Index has now surpassed by 6.0% the crazy peak in July [----] of Housing Bubble [--] and is up 46% from the trough of Housing Bust 1" https://t.co/tZ87mPjmus https://t.co/lssONgdJ8i"  
[X Link](https://x.com/jay_21_/status/946078945937641473)  2017-12-27T18:02Z [----] followers, [--] engagements

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