# ![@rationalexpe Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1844078412354478080.png) @rationalexpe rationalexpectations

rationalexpectations posts on X about $lqda, $aiv, $soc, tariffs the most. They currently have [--] followers and [--] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1844078412354478080/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1844078412354478080/c:line/m:interactions.svg)

- [--] Week [---] -93%
- [--] Month [------] +471%
- [--] Year [---------] +3,211,065%

### Mentions: [--] [#](/creator/twitter::1844078412354478080/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1844078412354478080/c:line/m:posts_active.svg)

- [--] Week [--] +33%
- [--] Month [--] +100%
- [--] Year [--] +3,200%

### Followers: [--] [#](/creator/twitter::1844078412354478080/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1844078412354478080/c:line/m:followers.svg)

- [--] Week [--] +8.70%
- [--] Month [--] +47%

### CreatorRank: undefined [#](/creator/twitter::1844078412354478080/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1844078412354478080/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  [finance](/list/finance)  [technology brands](/list/technology-brands)  [countries](/list/countries)  [financial services](/list/financial-services) 

**Social topic influence**
[$lqda](/topic/$lqda), [$aiv](/topic/$aiv) #12, [$soc](/topic/$soc), [tariffs](/topic/tariffs), [$bned](/topic/$bned), [claude code](/topic/claude-code), [code](/topic/code), [$upwk](/topic/$upwk), [q4](/topic/q4), [$docs](/topic/$docs)

**Top accounts mentioned or mentioned by**
[@derachsenzeit](/creator/undefined) [@blinklebloop](/creator/undefined)

**Top assets mentioned**
[Liquidia Corporation Common Stock (LQDA)](/topic/$lqda) [Apartment Investment and Management Company (AIV)](/topic/$aiv) [Sable Offshore Corp. (SOC)](/topic/$soc) [Barnes & Noble Education, Inc (BNED)](/topic/$bned) [Doximity, Inc. (DOCS)](/topic/$docs) [Elme Communities (ELME)](/topic/$elme) [WW International, Inc. Common Stock (WW)](/topic/$ww) [United Therapeutics, Corp. (UTHR)](/topic/$uthr) [Novo-Nordisk (NVO)](/topic/$nvo)
### Top Social Posts
Top posts by engagements in the last [--] hours

"CEE May See Upside From Russia Positions $CEE https://open.substack.com/pub/rationalexpectations/p/cee-may-see-upside-from-russia-positionsr=iynt&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/rationalexpectations/p/cee-may-see-upside-from-russia-positionsr=iynt&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/rationalexpe/status/1851295479335928017)  2024-10-29T16:10Z [--] followers, [--] engagements


"$TSAT is taking off here's why https://open.substack.com/pub/rationalexpectations/p/tsat-is-taking-off-heres-whyr=iynt&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false https://open.substack.com/pub/rationalexpectations/p/tsat-is-taking-off-heres-whyr=iynt&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false"  
[X Link](https://x.com/rationalexpe/status/1977818784917537257)  2025-10-13T19:28Z [--] followers, [--] engagements


"$AIV May Offer $8+ of Value for $5 https://open.substack.com/pub/rationalexpectations/p/aiv-may-offer-broadly-8-of-valuer=iynt&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/rationalexpectations/p/aiv-may-offer-broadly-8-of-valuer=iynt&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/rationalexpe/status/1980321880470176014)  2025-10-20T17:15Z [--] followers, [---] engagements


"The Bull Cases For $WW Weight Watchers https://open.substack.com/pub/rationalexpectations/p/the-bull-cases-for-weight-watchersr=iynt&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/rationalexpectations/p/the-bull-cases-for-weight-watchersr=iynt&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/rationalexpe/status/1983303244970688770)  2025-10-28T22:41Z [--] followers, [----] engagements


"Time to Consider a Speculative Long in Sable Offshore $SOC https://open.substack.com/pub/rationalexpectations/p/time-to-consider-a-speculative-longr=iynt&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/rationalexpectations/p/time-to-consider-a-speculative-longr=iynt&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/rationalexpe/status/1988661756869349776)  2025-11-12T17:34Z [--] followers, [---] engagements


"Transcript of Sable Offshore $SOC Strategy Call https://open.substack.com/pub/rationalexpectations/p/transcript-of-sable-offshore-socr=iynt&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/rationalexpectations/p/transcript-of-sable-offshore-socr=iynt&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/rationalexpe/status/1989049163326320982)  2025-11-13T19:14Z [--] followers, [---] engagements


"Idea Review - November [----] $LQDA $SOC #EBS $UPWK $AIV https://open.substack.com/pub/rationalexpectations/p/idea-review-november-2025r=iynt&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/rationalexpectations/p/idea-review-november-2025r=iynt&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/rationalexpe/status/1990503219286675520)  2025-11-17T19:32Z [--] followers, [----] engagements


"Update After Liquidia $LQDA Preannounces Q4 Sales https://open.substack.com/pub/rationalexpectations/p/update-after-liquidia-lqda-preannouncesr=iynt&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/rationalexpectations/p/update-after-liquidia-lqda-preannouncesr=iynt&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/anyuser/status/2010817959074185652)  2026-01-12T20:55Z [--] followers, [---] engagements


"Liquidia $LQDA At JP Morgan Healthcare Conference - [--] Jan [----] https://open.substack.com/pub/rationalexpectations/p/liquidia-at-jp-morgan-healthcarer=iynt&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/rationalexpectations/p/liquidia-at-jp-morgan-healthcarer=iynt&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/anyuser/status/2012013168223248472)  2026-01-16T04:04Z [--] followers, [---] engagements


"The Tariff Trade https://open.substack.com/pub/rationalexpectations/p/the-tariff-trader=iynt&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/rationalexpectations/p/the-tariff-trader=iynt&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/anyuser/status/2013423822062457174)  2026-01-20T01:30Z [--] followers, [--] engagements


"@DerAchsenZeit Believe the Term loan is SOFR +7.25% so 10.5% interest rate. So maybe a +$10.5M FCF improvement from the $100M pay down on run-rate FCF agree my Oct numbers are stale and need to move up not sure if that will get me quite to $180M but $130M looks too low. (disclosure: long)"  
[X Link](https://x.com/rationalexpe/status/2013745369927295124)  2026-01-20T22:48Z [--] followers, [--] engagements


"An Update After Liquidia's $LQDA R&D Day and Looking Ahead to Q3 results on November [--] $UTHR $ISNM https://open.substack.com/pub/rationalexpectations/p/an-update-after-liquidias-lqda-rr=iynt&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/rationalexpectations/p/an-update-after-liquidias-lqda-rr=iynt&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/rationalexpe/status/1983584428162216412)  2025-10-29T17:19Z [--] followers, [----] engagements


"$AIV May See A Little Further Upside Now Liquidation Formally Declared https://open.substack.com/pub/rationalexpectations/p/aiv-may-see-a-little-further-upsider=iynt&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/rationalexpectations/p/aiv-may-see-a-little-further-upsider=iynt&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/rationalexpe/status/1988474839368438138)  2025-11-12T05:12Z [--] followers, [---] engagements


"$BNED Attractive valuation for BNED at under 6x EV/EBITDA est. and problems should now be behind it. Disclosure: long author's opinion only see disclaimer. https://rationalexpectations.substack.com/p/education-retailer-barnes-and-noble https://rationalexpectations.substack.com/p/education-retailer-barnes-and-noble"  
[X Link](https://x.com/rationalexpe/status/1997050511602995290)  2025-12-05T21:08Z [--] followers, [---] engagements


"Doc Martens UK Fashion Brand Appears Attractively Valued $DOCS https://open.substack.com/pub/rationalexpectations/p/doc-martens-uk-fashion-brand-appearsr=iynt&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/rationalexpectations/p/doc-martens-uk-fashion-brand-appearsr=iynt&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/anyuser/status/2009645745130131817)  2026-01-09T15:17Z [--] followers, [---] engagements


"2 delayed $BNED 10Qs gets the company current with SEC docs. FCF this fiscal on track for $25M+ Incremental growth is needed for the stock to deliver but is forecast. $IMMR another way to play it given stake. (Disclosure: long BNED) link is paywalled https://open.substack.com/pub/rationalexpectations/p/education-retailer-barnes-and-nobler=iynt&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/rationalexpectations/p/education-retailer-barnes-and-nobler=iynt&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/rationalexpe/status/2013815415705837922)  2026-01-21T03:26Z [--] followers, [---] engagements


"$AIV estimates liquidating distributions in proxy at $5.75-$7.10 per share vs. $5.92 price today. Seems a reasonable and potentially lower-risk opportunity. (disclosure: long AIV see full disclaimer) https://open.substack.com/pub/rationalexpectations/p/aiv-may-see-a-little-further-upsider=iynt&utm_campaign=post&utm_medium=web https://open.substack.com/pub/rationalexpectations/p/aiv-may-see-a-little-further-upsider=iynt&utm_campaign=post&utm_medium=web"  
[X Link](https://x.com/rationalexpe/status/2014017697193804183)  2026-01-21T16:50Z [--] followers, [---] engagements


"Market Commentary - February Thoughts on the Fed cannabis tariffs etc. https://open.substack.com/pub/rationalexpectations/p/market-commentary-februaryr=iynt&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/rationalexpectations/p/market-commentary-februaryr=iynt&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/anyuser/status/2018722250732838996)  2026-02-03T16:24Z [--] followers, [--] engagements


"Comparing Two Residential REIT Liquidations $AIV $ELME https://open.substack.com/pub/rationalexpectations/p/comparing-two-residential-reit-liquidationsr=iynt&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/rationalexpectations/p/comparing-two-residential-reit-liquidationsr=iynt&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/anyuser/status/2020935675693105453)  2026-02-09T18:59Z [--] followers, [---] engagements


"Interesting take on when the Supreme cour might rule on tariffs and why it's taking a while: https://www.scotusblog.com/2026/01/when-will-we-get-the-tariffs-ruling/ https://www.scotusblog.com/2026/01/when-will-we-get-the-tariffs-ruling/"  
[X Link](https://x.com/anyuser/status/2021099296041717987)  2026-02-10T05:49Z [--] followers, [--] engagements


"SeekingAlpha track 1-year quantitative performance for analysts and reveal the best performers from that I'm currently top [--] across the entire pool: Clearly this will be impossible to maintain but nice while it lasts. https://seekingalpha.com/who-to-follow/top-analysts https://seekingalpha.com/who-to-follow/top-analysts"  
[X Link](https://x.com/anyuser/status/2020893478734148084)  2026-02-09T16:12Z [--] followers, [--] engagements


"Interesting take on when the Supreme cour might rule on tariffs and why it's taking a while: https://www.scotusblog.com/2026/01/when-will-we-get-the-tariffs-ruling/ https://www.scotusblog.com/2026/01/when-will-we-get-the-tariffs-ruling/"  
[X Link](https://x.com/anyuser/status/2021099296041717987)  2026-02-10T05:49Z [--] followers, [--] engagements


"Comparing Two Residential REIT Liquidations $AIV $ELME https://open.substack.com/pub/rationalexpectations/p/comparing-two-residential-reit-liquidationsr=iynt&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/rationalexpectations/p/comparing-two-residential-reit-liquidationsr=iynt&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/anyuser/status/2020935675693105453)  2026-02-09T18:59Z [--] followers, [---] engagements


"$NVO may be inexpensive at current levels yes clear risks on pricing customer preference China etc. but risk of 'infringement' on pills now much lower. Need to do more work but maybe bad news is baked in here given negative guidance. (disclosure: long)"  
[X Link](https://x.com/anyuser/status/2020891703033626638)  2026-02-09T16:05Z [--] followers, [--] engagements


"$LQDA Judge A out with another opinion but not our case. And so we wait"  
[X Link](https://x.com/anyuser/status/2018807929374400764)  2026-02-03T22:04Z [---] followers, [----] engagements


"Market Commentary - February Thoughts on the Fed cannabis tariffs etc. https://open.substack.com/pub/rationalexpectations/p/market-commentary-februaryr=iynt&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/rationalexpectations/p/market-commentary-februaryr=iynt&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/anyuser/status/2018722250732838996)  2026-02-03T16:24Z [--] followers, [--] engagements


"What Could The Real Upside Case Be For Liquidia $LQDA https://open.substack.com/pub/rationalexpectations/p/what-could-the-real-upside-case-ber=iynt&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/rationalexpectations/p/what-could-the-real-upside-case-ber=iynt&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/anyuser/status/2018418372334235926)  2026-02-02T20:16Z [--] followers, [----] engagements


"Jefferies declared $LQDA a top pick into [----]. They believe that there is low risk that the product gets taken off the market at this point. We are seeing continued feedback from doctors who unequivocally believe that Yutrepia is the better choice. We can also see evidence of this from $UTHR's presentation at JPM where they entirely stopped trying to make the claim that Tyvaso is superior and shifted their messaging to discussing the IPF opportunity. They clearly know that that is just a foolish argument to make at this juncture. https://twitter.com/i/web/status/2014723152874483854"  
[X Link](https://x.com/anyuser/status/2014723152874483854)  2026-01-23T15:33Z [---] followers, 15.1K engagements


"$AIV estimates liquidating distributions in proxy at $5.75-$7.10 per share vs. $5.92 price today. Seems a reasonable and potentially lower-risk opportunity. (disclosure: long AIV see full disclaimer) https://open.substack.com/pub/rationalexpectations/p/aiv-may-see-a-little-further-upsider=iynt&utm_campaign=post&utm_medium=web https://open.substack.com/pub/rationalexpectations/p/aiv-may-see-a-little-further-upsider=iynt&utm_campaign=post&utm_medium=web"  
[X Link](https://x.com/rationalexpe/status/2014017697193804183)  2026-01-21T16:50Z [--] followers, [---] engagements


"2 delayed $BNED 10Qs gets the company current with SEC docs. FCF this fiscal on track for $25M+ Incremental growth is needed for the stock to deliver but is forecast. $IMMR another way to play it given stake. (Disclosure: long BNED) link is paywalled https://open.substack.com/pub/rationalexpectations/p/education-retailer-barnes-and-nobler=iynt&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/rationalexpectations/p/education-retailer-barnes-and-nobler=iynt&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/rationalexpe/status/2013815415705837922)  2026-01-21T03:26Z [--] followers, [---] engagements


"RT @Blinklebloop: Guys Im selling 100% of my $CCSI because of Claude Code. I dont think this affects $CCSI short-term $CCSI really is t"  
[X Link](https://x.com/anyuser/status/2013643112762024014)  2026-01-20T16:01Z [--] followers, [--] engagements


"Guys Im selling 100% of my $CCSI because of Claude Code. I dont think this affects $CCSI short-term $CCSI really is the plumbing for e-fax etc but longer term I think they are going to have their margins under pressure. Now I know very little about building real projects but Ive (Claude Code) already built a few niche programs that have the exact same functions that real-life listed companies have. I built another app that helps my friend parse through word documents to allocate emails to names in an excel database and then automatically send each email address a sales pitch (tailored of"  
[X Link](https://x.com/anyuser/status/2013564846529200578)  2026-01-20T10:50Z [----] followers, [----] engagements


"Software as a commodity (SaaC). Market is going to re-evaluate a lot of businesses if it hasn't already. The hype around Claude Code isn't just hype- my sister is a doctor who started a business where she blood tests people. Then she takes their pathcare report and drafts up a beautiful report using Canva- beacuse the pathcare data is too technical. Last night I gave claude code a sample pathcare and one of her beautiful draft reports and said "build me a program that can take the pathcare as input and output this specific to each patient". I went to eat dinner and when I came back I had a"  
[X Link](https://x.com/anyuser/status/2013561162781086099)  2026-01-20T10:36Z [----] followers, [----] engagements


"The Tariff Trade https://open.substack.com/pub/rationalexpectations/p/the-tariff-trader=iynt&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/rationalexpectations/p/the-tariff-trader=iynt&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/anyuser/status/2013423822062457174)  2026-01-20T01:30Z [--] followers, [--] engagements


"Thoughtful on the potential death of most software (even if the memory analogy is maybe a little forced). The Death of Software [---] (A Better Analogy) https://open.substack.com/pub/mule/p/the-death-of-software-20-a-betterutm_campaign=post-expanded-share&utm_medium=web https://open.substack.com/pub/mule/p/the-death-of-software-20-a-betterutm_campaign=post-expanded-share&utm_medium=web"  
[X Link](https://x.com/anyuser/status/2012295916561252756)  2026-01-16T22:48Z [--] followers, [--] engagements


"Liquidia $LQDA At JP Morgan Healthcare Conference - [--] Jan [----] https://open.substack.com/pub/rationalexpectations/p/liquidia-at-jp-morgan-healthcarer=iynt&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/rationalexpectations/p/liquidia-at-jp-morgan-healthcarer=iynt&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/anyuser/status/2012013168223248472)  2026-01-16T04:04Z [--] followers, [---] engagements


"$LQDA Nothing new in UTHR's JPM presentation. The usual blah-blah from Martine & co. One possible near term notable is many were expecting Ph [--] results on Ralinepag as soon as January - now they're saying end Q1/early Q2. That said - I'm sure there are some shorts positioned in LQDA based on these results hitting sooner than later. This position is going to blow up as they now have to wait until April. LQDA will not only have the court situation cleared up but will have full Q4 results out prior - even potentially early Q1 results out BEFORE anyone hears another peep about Ralinepag. Not good"  
[X Link](https://x.com/anyuser/status/2010857038520123734)  2026-01-12T23:30Z [---] followers, [----] engagements


"Update After Liquidia $LQDA Preannounces Q4 Sales https://open.substack.com/pub/rationalexpectations/p/update-after-liquidia-lqda-preannouncesr=iynt&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/rationalexpectations/p/update-after-liquidia-lqda-preannouncesr=iynt&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/anyuser/status/2010817959074185652)  2026-01-12T20:55Z [--] followers, [---] engagements


"Doc Martens UK Fashion Brand Appears Attractively Valued $DOCS https://open.substack.com/pub/rationalexpectations/p/doc-martens-uk-fashion-brand-appearsr=iynt&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/rationalexpectations/p/doc-martens-uk-fashion-brand-appearsr=iynt&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/anyuser/status/2009645745130131817)  2026-01-09T15:17Z [--] followers, [---] engagements


"The Case For Upwork $UPWK https://open.substack.com/pub/rationalexpectations/p/the-case-for-upworkr=iynt&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/rationalexpectations/p/the-case-for-upworkr=iynt&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/anyuser/status/2005597289189081430)  2025-12-29T11:10Z [--] followers, [--] engagements


"Goods news for $SOC as PHMSA asserts regulatory authority of the key pipeline to transport their produced oil: Further legal challenges should be expected from CA entities remains high risk. Disclosure: long see disclaimer. https://open.substack.com/pub/rationalexpectations/p/time-to-consider-a-speculative-longr=iynt&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://d18rn0p25nwr6d.cloudfront.net/CIK-0001831481/a934990d-31de-4566-a7ac-54f7f6315bf3.pdf"  
[X Link](https://x.com/anyuser/status/2001708963403042952)  2025-12-18T17:39Z [--] followers, [--] engagements


"This is gonna get scary fast"  
[X Link](https://x.com/anyuser/status/1998718297974751469)  2025-12-10T11:35Z [----] followers, 3M engagements

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