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# ![@stoked_on_waves Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1546011858649300993.png) @stoked_on_waves Alex Taussig

Alex Taussig posts on X about $bhf, $ccoi, $soc, money the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.

### Engagements: XXXXX [#](/creator/twitter::1546011858649300993/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1546011858649300993/c:line/m:interactions.svg)

- X Week XXXXXX +69%
- X Month XXXXXXX +4%
- X Months XXXXXXX +96%
- X Year XXXXXXX +157%

### Mentions: XX [#](/creator/twitter::1546011858649300993/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1546011858649300993/c:line/m:posts_active.svg)

- X Week XXX +11%
- X Month XXX +3.90%
- X Months XXX +52%
- X Year XXXXX +73%

### Followers: XXXXX [#](/creator/twitter::1546011858649300993/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1546011858649300993/c:line/m:followers.svg)

- X Week XXXXX +0.16%
- X Month XXXXX +3.10%
- X Months XXXXX +12%
- X Year XXXXX +53%

### CreatorRank: XXXXXXX [#](/creator/twitter::1546011858649300993/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1546011858649300993/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1546011858649300993/influence)
---

**Social category influence**
[stocks](/list/stocks)  XXXX% [finance](/list/finance)  XXXX% [countries](/list/countries)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  XXX% [technology brands](/list/technology-brands)  XXX%

**Social topic influence**
[$bhf](/topic/$bhf) #9, [$ccoi](/topic/$ccoi) #5, [$soc](/topic/$soc) #43, [money](/topic/money) 0.5%, [$irbt](/topic/$irbt) 0.5%, [$banc](/topic/$banc) 0.5%, [$mbin](/topic/$mbin) 0.5%, [soc](/topic/soc) #64, [taiwan](/topic/taiwan) #985, [momentum](/topic/momentum) XXXX%

**Top accounts mentioned or mentioned by**
[@theotheraharon](/creator/undefined) [@blondesnmoney](/creator/undefined) [@capitalshipyard](/creator/undefined) [@kingdomcapadv](/creator/undefined) [@orrdavid](/creator/undefined) [@calgaryleveen](/creator/undefined) [@ljp0101](/creator/undefined) [@chrisvirnig](/creator/undefined) [@shmuellon](/creator/undefined) [@vanckzhu](/creator/undefined) [@ibladesi](/creator/undefined) [@fredinheaven4](/creator/undefined) [@darkfirecapital](/creator/undefined) [@themagicbakery](/creator/undefined) [@invertedfragil1](/creator/undefined) [@acidinvestments](/creator/undefined) [@benbstwits](/creator/undefined) [@thewritser](/creator/undefined) [@erictheumpire](/creator/undefined) [@ptuomov](/creator/undefined)

**Top assets mentioned**
[Brighthouse Financial, Inc. (BHF)](/topic/$bhf) [Cogent Communications Holdings, Inc. (CCOI)](/topic/$ccoi) [Sable Offshore Corp. (SOC)](/topic/$soc) [Banc of California, Inc. (BANC)](/topic/$banc) [Burford Capital Limited (BUR)](/topic/$bur) [AgoDefi (AGO)](/topic/$ago) [Semler Scientific, Inc. (SMLR)](/topic/$smlr) [Strive, Inc. (ASST)](/topic/$asst) [Huntsman Corporation (HUN)](/topic/$hun) [Freicoin (FRC)](/topic/$frc) [Oracle Corporation (ORCL)](/topic/$orcl) [Open Custody Protocol (OPEN)](/topic/$open) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [LKQ Corporation (LKQ)](/topic/$lkq) [Penske Automotive Group, Inc. (PAG)](/topic/$pag) [AutoNation, Inc. (AN)](/topic/$an) [Lithia Motors, Inc. (LAD)](/topic/$lad) [Diageo plc (DEO)](/topic/$deo) [Gemini Space Station, Inc. Class A Common Stock (GEMI)](/topic/$gemi) [Clorox Co (CLX)](/topic/$clx) [Carlyle Group, Inc. (CG)](/topic/$cg) [America Movil S.A.B de C.V (AMX)](/topic/$amx) [Landwolf (WOLF)](/topic/$wolf) [Jefferies Financial Group Inc. (JEF)](/topic/$jef) [Woori Financial Group Inc. American Depositary Shares (each representing three (3) shares of Common Stock) (WF)](/topic/$wf) [Taiwan Semiconductor (TSM)](/topic/taiwan-semiconductor) [Zions Bancorporation, NA. (ZION)](/topic/$zion) [Oxygen (OXY)](/topic/$oxy)
### Top Social Posts [#](/creator/twitter::1546011858649300993/posts)
---
Top posts by engagements in the last XX hours

"$BHF gonna teach us about momentum"  
[X Link](https://x.com/stoked_on_waves/status/1948092949583352224) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-07-23T18:48Z 1904 followers, 4721 engagements


"Since I got called out by not just the market but also @wonderingbread1 I feel obliged to say that $SENEA had a X% ROE LTM and trades at 1.12x tangible book a XX year high"  
[X Link](https://x.com/stoked_on_waves/status/1953681591253053706) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-08-08T04:56Z 1904 followers, 2039 engagements


"lol $BUR lunch money"  
[X Link](https://x.com/stoked_on_waves/status/1965141714412478796) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-09-08T19:54Z 1904 followers, 1036 engagements


"@LeveredLunatic this stock is like sable where lotta folks talked about car washes and nobody talked about valuations"  
[X Link](https://x.com/stoked_on_waves/status/1966967179779469441) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-09-13T20:48Z 1904 followers, XXX engagements


"@junkbondinvest $ago has to end up getting baggied here"  
[X Link](https://x.com/stoked_on_waves/status/1974997141480448012) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-10-06T00:36Z 1904 followers, XXX engagements


"$IVFH still not clear to me this is cheap but its cheaper"  
[X Link](https://x.com/stoked_on_waves/status/1975605287257317469) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-10-07T16:53Z 1904 followers, 1571 engagements


"@CapitalShipyard Reputation risk Maybe Ipsen doesnt want bad press for an extra 21M"  
[X Link](https://x.com/stoked_on_waves/status/1976471573252215259) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-10-10T02:15Z 1904 followers, XXX engagements


"Lolololol $smlr / $asst is negative spread now"  
[X Link](https://x.com/stoked_on_waves/status/1976771062554935414) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-10-10T22:05Z 1904 followers, 1799 engagements


"@1lemonaday I feel seen. Why are we paying more than book value for a Japan finco again"  
[X Link](https://x.com/stoked_on_waves/status/1976805541075992780) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-10-11T00:22Z 1904 followers, XX engagements


"@1lemonaday Also is this a $BHF thing where the spin is happening because Sony doesnt want some fat liability tail"  
[X Link](https://x.com/stoked_on_waves/status/1976805884052619519) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-10-11T00:23Z 1904 followers, XXX engagements


"$HUN are we at fully dire levels of cheap for these chemical companies what happened excess china capacity"  
[X Link](https://x.com/stoked_on_waves/status/1977402431186354669) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-10-12T15:54Z 1904 followers, 1672 engagements


"On the basis of actually visiting the restaurants I would be much more comfortable owning $loco vs $jack"  
[X Link](https://x.com/stoked_on_waves/status/1977547373690949830) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-10-13T01:30Z 1904 followers, 1246 engagements


"@acidinvestments I have seen folks leak their own fake go private to delay or dodge a margin call notably $VNET. what makes you think this is happening here"  
[X Link](https://x.com/stoked_on_waves/status/1978133058973819251) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-10-14T16:17Z 1904 followers, XXX engagements


"penalty+interest rate from not paying your taxes seems way cheaper than a credit card but I have never heard of anyone intentionally not paying taxes as a revolver"  
[X Link](https://x.com/stoked_on_waves/status/1978389883564552208) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-10-15T09:17Z 1906 followers, 1026 engagements


"I never looked at $TFIN before because all you fintwitters were talking about it who wants to pitch me now that its down XX% from peak and flat for five years"  
[X Link](https://x.com/stoked_on_waves/status/1978559953213210736) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-10-15T20:33Z 1906 followers, XXX engagements


"$irbt next cov waiver extension 10/24"  
[X Link](https://x.com/stoked_on_waves/status/1978647448102060093) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-10-16T02:21Z 1906 followers, XXX engagements


"This is all very entertaining. ultimately I think $xx.v shareholders didnt make any money because there was 1) only room for the insiders to get paid and 2) the business didnt grow. Danger of a tiny microcap excessive exec comp alone enough to lose"  
[X Link](https://x.com/stoked_on_waves/status/1978698781613818127) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-10-16T05:45Z 1904 followers, 1023 engagements


"@ShmuelLon @CapitalShipyard lol if you can actually convert it fire away but I don't think you can. As mean reversion trade maybe there's some price makes sense"  
[X Link](https://x.com/stoked_on_waves/status/1978923897757040974) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-10-16T20:39Z 1906 followers, XX engagements


"@Biohazard3737 $FRC was beloved by its customers 🤷♂"  
[X Link](https://x.com/stoked_on_waves/status/1978946654016335975) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-10-16T22:10Z 1904 followers, XXX engagements


"@Akston_Capital and then short selling got banned. this is why we cant have nice things"  
[X Link](https://x.com/stoked_on_waves/status/1978976223968505922) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-10-17T00:07Z 1904 followers, XXX engagements


"@colarion @Catahoula_Value Did $BANC disclose getting bagged with this yet"  
[X Link](https://x.com/stoked_on_waves/status/1978987316728193147) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-10-17T00:51Z 1904 followers, XXX engagements


"1) I have migrane 2) Zyn cures 3) I quit My brain is being margin called :/"  
[X Link](https://x.com/stoked_on_waves/status/1978999735114469659) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-10-17T01:41Z 1904 followers, 1056 engagements


"Nothing an hour on the treadmill cant fix. Huh. Lifes easier when youre a little harder"  
[X Link](https://x.com/stoked_on_waves/status/1979028574658048365) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-10-17T03:35Z 1904 followers, XXX engagements


"@Paul43213 @colarion @Catahoula_Value yeah I'm just irritated because I haven't found $BANC lawsuit or disclosure and I don't like finding things out via tweet"  
[X Link](https://x.com/stoked_on_waves/status/1979242236346028379) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-10-17T17:44Z 1904 followers, XX engagements


"@Investor_NICK_ Every stock person I know has a vastly negative amount of cash"  
[X Link](https://x.com/stoked_on_waves/status/1979285583202783389) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-10-17T20:37Z 1904 followers, XXX engagements


"@ptuomov Im also going to notice if your massive $ORCL long term performance obligation revenue backlog has zero cash inflow associated with it for now"  
[X Link](https://x.com/stoked_on_waves/status/1980051928492224550) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-10-19T23:22Z 1905 followers, XXX engagements


"@ptuomov Theres a lot of very advanced financial gymnastics that go into adjusted figures and even GAAP net income but its all lost on people who are stupid like me and read the cashflow statements first"  
[X Link](https://x.com/stoked_on_waves/status/1980052670762340672) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-10-19T23:25Z 1905 followers, XX engagements


"@ACapitalLP @kingdomcapadv I really dont think this is appropriate $open long theory of mind"  
[X Link](https://x.com/stoked_on_waves/status/1980087856090788156) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-10-20T01:45Z 1905 followers, XXX engagements


"@KarstResearch Considering averaging down on $WLN.pa bag. I bought a little $MBIN today. Along with @gruust drawn to despair and misery like a fly to shit"  
[X Link](https://x.com/stoked_on_waves/status/1950822207741128810) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-07-31T07:33Z 1905 followers, XXX engagements


"Whats the right amount to punish $mbin for this I could see thinking you had low LTV and better potential recovery than you ultimately were gonna get in a situation of outright fraud but X years is a long time"  
[X Link](https://x.com/stoked_on_waves/status/1950955950187430381) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-07-31T16:25Z 1904 followers, 10.1K engagements


"Google has 350x as much revenue as tier one network $ccoi"  
[X Link](https://x.com/stoked_on_waves/status/1953845325078073489) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-08-08T15:46Z 1905 followers, XXX engagements


"Funny that looking back that 12x overvalued $LKQ"  
[X Link](https://x.com/stoked_on_waves/status/1962199058480771520) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-08-31T17:01Z 1905 followers, 1338 engagements


"$PAG $AN $LAD all huge winners over time. Why"  
[X Link](https://x.com/stoked_on_waves/status/1962634648850497558) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-09-01T21:52Z 1905 followers, XXX engagements


"Someday it will be time for $deo"  
[X Link](https://x.com/stoked_on_waves/status/1965219938479861977) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-09-09T01:05Z 1905 followers, 1145 engagements


"Long $META/Short $GEMI "the social network trade""  
[X Link](https://x.com/stoked_on_waves/status/1968728681179644158) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-09-18T17:27Z 1905 followers, XXX engagements


"@DarkfireCapital @chrisvirnig @hfreflection $1821.hk was a good one same mechanism sorta for $ccoi"  
[X Link](https://x.com/stoked_on_waves/status/1969998131040550953) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-09-22T05:32Z 1905 followers, XXX engagements


"did clorox $CLX stock go up when the donald recommended injecting yourself with bleach to cure covid"  
[X Link](https://x.com/stoked_on_waves/status/1970244065808846898) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-09-22T21:49Z 1905 followers, XXX engagements


"I like the part in the new Greenlight letter where @davidein mentions that $BHF is like .3x book and X forward PE while saying that $BHF should absolutely sell 🫡"  
[X Link](https://x.com/stoked_on_waves/status/1970575512813871354) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-09-23T19:46Z 1905 followers, 6992 engagements


"$ccoi up XX% from margin call day"  
[X Link](https://x.com/stoked_on_waves/status/1973785388109246781) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-10-02T16:21Z 1905 followers, 6452 engagements


"10/24 extension X $CG doesn't seem like they want to own $IRBT and bk would plausibly reduce value of asset overall"  
[X Link](https://x.com/stoked_on_waves/status/1975031476350804079) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-10-06T02:52Z 1905 followers, 1775 engagements


"We think this Latin American telco business is worth 7x ebitda. Other Latin american telco businesses trade for less We are aware of that its because theyre garbage"  
[X Link](https://x.com/stoked_on_waves/status/1975327745824682203) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-10-06T22:30Z 1905 followers, XXX engagements


"$AMX trades at 5x ebitda It must also be garbage"  
[X Link](https://x.com/stoked_on_waves/status/1975328205025501645) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-10-06T22:31Z 1905 followers, XXX engagements


"Top indicators in my own trading: I am long recently bk shitco $WOLF because maybe instead of giving them an already legislated grant the feds will steal some of their equity and issue a press release that will weirdly make the stock go up"  
[X Link](https://x.com/stoked_on_waves/status/1976456157872238931) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-10-10T01:14Z 1905 followers, 1232 engagements


"@ACapitalLP I dont think $JEF knows what they will earn next year so how would I know what $JEF will earn next year"  
[X Link](https://x.com/stoked_on_waves/status/1977562108662562894) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-10-13T02:28Z 1905 followers, XXX engagements


"wait so does team $SOC think this is a zero now"  
[X Link](https://x.com/stoked_on_waves/status/1978245733905007099) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-10-14T23:45Z 1904 followers, 1592 engagements


"@CapitalShipyard for stuff like $WF I don't think there's a real mechanism for the premium to close"  
[X Link](https://x.com/stoked_on_waves/status/1978922626773913639) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-10-16T20:34Z 1905 followers, XXX engagements


"@CapitalShipyard for $TSMC I think you can turn the ADR into taiwan shares but I don't think you can really go the other way"  
[X Link](https://x.com/stoked_on_waves/status/1978923126541910026) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-10-16T20:36Z 1905 followers, XXX engagements


"$TSM is a Taiwan semiconductor manufacturing company treasury company that trades a premium to NAV"  
[X Link](https://x.com/stoked_on_waves/status/1978925456029049247) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-10-16T20:46Z 1905 followers, 14.7K engagements


"Not my understanding that $cash was making garbage C&I loans to fraudsters but I could always be wrong"  
[X Link](https://x.com/stoked_on_waves/status/1979225500250984892) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-10-17T16:38Z 1905 followers, XXX engagements


"@shortbus_ace All $Zion could find seems sort of accurate but not exactly comforting re $zion"  
[X Link](https://x.com/stoked_on_waves/status/1979286709918736761) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-10-17T20:41Z 1905 followers, XXX engagements


"Why on gods green earth would you throw like half of your assets into a binary stock $SOC to go marginally over the XX% threshold and screw yourself with the short swing rule @lundeen_ne"  
[X Link](https://x.com/stoked_on_waves/status/1979332421238821207) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-10-17T23:43Z 1905 followers, 8688 engagements


"@theotheraharon @lundeen_ne If they owned literally XXX% less $SOC shares no short swing problems"  
[X Link](https://x.com/stoked_on_waves/status/1979334091154821509) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-10-17T23:49Z 1904 followers, XXX engagements


"@blondesnmoney @RodriGo_ethe Yeah Id be much more comfortable with the deposits being less valuable but the asset values also going up than real credit risk"  
[X Link](https://x.com/stoked_on_waves/status/1979991396301013480) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-10-19T19:21Z 1905 followers, XXX engagements


"@iBladesi @blondesnmoney @RodriGo_ethe I just want to get paid a lot to take credit risk and right now dont feel like Im getting paid a lot to take credit risk"  
[X Link](https://x.com/stoked_on_waves/status/1979994555765387462) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-10-19T19:34Z 1905 followers, XXX engagements


"@orrdavid $oxy"  
[X Link](https://x.com/stoked_on_waves/status/1980011425537130559) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-10-19T20:41Z 1905 followers, 1004 engagements


"@ptuomov Im going to notice if Investing cash outflow is going up faster than operating cash inflow If you can structure the deal such that you get cash inflow and no cash outflow I would discount the value of the cash inflow less"  
[X Link](https://x.com/stoked_on_waves/status/1980051588443164948) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-10-19T23:21Z 1905 followers, XX engagements


"@ptuomov But having 3rd party debt investor this isnt really materially different than selling services to some negative cash flow startup that raises VC equity"  
[X Link](https://x.com/stoked_on_waves/status/1980058663823008223) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-10-19T23:49Z 1905 followers, XX engagements


"Soon borrowers found even the new lax standards intolerably binding. To induce lenders to finance even sillier transactions they introduced an abomination EBDIT - Earnings Before Depreciation Interest and Taxes - as the test of a company's ability to pay interest"  
[X Link](https://x.com/stoked_on_waves/status/1980160907738218683) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-10-20T06:35Z 1905 followers, XXX engagements