#  @thirdcoastip Third Coast Investment Partners Third Coast Investment Partners posts on X about $abvx, $slno, in the, $5share the most. They currently have [---] followers and [--] posts still getting attention that total [---] engagements in the last [--] hours. ### Engagements: [---] [#](/creator/twitter::1912932439791722497/interactions)  - [--] Week [------] +26% - [--] Month [------] +3,731% - [--] Months [------] +1,356% ### Mentions: [--] [#](/creator/twitter::1912932439791722497/posts_active)  - [--] Month [--] -50% - [--] Months [--] +367% ### Followers: [---] [#](/creator/twitter::1912932439791722497/followers)  - [--] Week [---] -0.97% - [--] Month [---] +23% - [--] Months [---] +132% ### CreatorRank: [---------] [#](/creator/twitter::1912932439791722497/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) [stocks](/list/stocks) [travel destinations](/list/travel-destinations) [celebrities](/list/celebrities) [musicians](/list/musicians) [technology brands](/list/technology-brands) **Social topic influence** [$abvx](/topic/$abvx), [$slno](/topic/$slno), [in the](/topic/in-the), [$5share](/topic/$5share), [$te](/topic/$te), [credits](/topic/credits), [$bhf](/topic/$bhf), [$lly](/topic/$lly), [$mrk](/topic/$mrk), [guess](/topic/guess) **Top accounts mentioned or mentioned by** [@contrariancurse](/creator/undefined) [@theshortbear](/creator/undefined) [@scorpionfund](/creator/undefined) [@weimarpilled](/creator/undefined) [@yehoshzl](/creator/undefined) [@cypherdc](/creator/undefined) [@pcmbio](/creator/undefined) [@allinkraken](/creator/undefined) [@grok](/creator/undefined) [@biotech117](/creator/undefined) [@vivatliquiditas](/creator/undefined) [@realsimpleariel](/creator/undefined) [@ededaniel49367](/creator/undefined) [@t1energy](/creator/undefined) [@macrovet888](/creator/undefined) [@keisan15](/creator/undefined) [@davidsacks](/creator/undefined) [@palmerluckey](/creator/undefined) [@meidastouch](/creator/undefined) [@jason](/creator/undefined) **Top assets mentioned** [Abivax SA (ABVX)](/topic/$abvx) [Soleno Therapeutics, Inc. Common Stock (SLNO)](/topic/$slno) [Brighthouse Financial, Inc. (BHF)](/topic/$bhf) [Eli Lilly and Company (LLY)](/topic/$lly) [Merck & Co., Inc. (MRK)](/topic/$mrk) [Johnson & Johnson (JNJ)](/topic/$jnj) [Revolution Medicines, Inc. (RVMD)](/topic/$rvmd) [Lincoln National Corporation (LNC)](/topic/$lnc) [American Eagle Outfitters (AEO)](/topic/$aeo) [Navitas Semiconductor Corporation Common Stock (NVTS)](/topic/$nvts) [Bloom Energy Corporation (BE)](/topic/$be) [MANCHESTER UNITED PLC (MANU)](/topic/$manu) ### Top Social Posts Top posts by engagements in the last [--] hours "@yehoshzl I'm no expert on Adyen. Looks at first glance they have double the operating margins. I think it's tough to compare things at different stages of the business evolution. All I know is cost to carry for shorts is now gone up and company signal is confidence" [X Link](https://x.com/thirdcoastip/status/1923330770053009620) 2025-05-16T10:52Z [--] followers, [--] engagements "@CypherdC nice report from $LNC today helps. Aquarian makes sense as buyer. Big ambitions $2.25B raised in the past year for dry powder looking to emulate Apollo/Athene biz model. Alt fees alone they can charge gets them good return on the investment" [X Link](https://x.com/thirdcoastip/status/1951022985034473491) 2025-07-31T20:51Z [--] followers, [---] engagements "$BHF trading at 1/3 BV ex AOCI while WSJ scooped Aquarium Holdings within weeks of buying them. Stock can double and still offer loads of value to Aquarium. Sometimes the market leaves $100 bills on the ground to pick up" [X Link](https://x.com/thirdcoastip/status/1951349737694671244) 2025-08-01T18:30Z [--] followers, [----] engagements "$BHF a stand alone future would be uninspiring and accounts for mispriced valuation to book value. The positives from call were comments that 3q sales off to a nice start and one could infer that the share buyback pause is due to M&A process. Eric just go away and sell" [X Link](https://x.com/thirdcoastip/status/1953804997700796550) 2025-08-08T13:06Z [--] followers, [---] engagements "$BHF Been five weeks since WSJ reported exclusive negotiations with Aquarian. Doubt there is another asset for Rudy Sahay and his backers to so easily scale at a huge discount to book value with a willing seller" [X Link](https://x.com/thirdcoastip/status/1957455647638700316) 2025-08-18T14:52Z [--] followers, [---] engagements "@ContrarianCurse Chamath making his poster outside Kendrick Lamar house as we speak" [X Link](https://x.com/thirdcoastip/status/1958629710964941132) 2025-08-21T20:38Z [--] followers, [--] engagements "$AEO. The chief marketing officer jumping on the call sounded breathless with excitement about Sydney Sweeney 😂. Looks like a conservative comps guide considering what is happening here. Why in the world is short interest 18%. That's wild" [X Link](https://x.com/thirdcoastip/status/1963344342770229535) 2025-09-03T20:52Z [--] followers, [--] engagements "@ContrarianCurse The Travis Kelce ad campaign will be interesting. Management should milk this Taylor adjacent lifecycle" [X Link](https://x.com/thirdcoastip/status/1963349390380196335) 2025-09-03T21:12Z [--] followers, [---] engagements "$BHF Sounds like due diligence and price may be done reading between lines on the FT article" [X Link](https://x.com/thirdcoastip/status/1965208199231086733) 2025-09-09T00:18Z [--] followers, [---] engagements "$BHF You'd think Aquarian would want to secure the financing and make their offer public ASAP now that the FT article is out there seeing how Mubadala is their partner already. Can't be a hard sell to get the financing for an asset so discounted to book. Cmon Rudy fucking hell" [X Link](https://x.com/thirdcoastip/status/1965429466630611386) 2025-09-09T14:57Z [--] followers, [---] engagements "$NVTS Any thoughts here on their power solutions being used in NVIDIA's Veru Rubin platform for OpenAI in 2026" [X Link](https://x.com/thirdcoastip/status/1970203571703685573) 2025-09-22T19:08Z [--] followers, [---] engagements "@PCM_bio @allinkraken @grok *Troy. Fixed it" [X Link](https://x.com/thirdcoastip/status/2001038500095729907) 2025-12-16T21:15Z [--] followers, [---] engagements "So you were arguing a bullish stance on a stock that you sold before our interaction on 10/30/25. Cool. 😂😂😂. All I did was make the point you probably dont understand what you own. And subsequent events seem to corroborate that. But I guess you flipped it out some time in the past" [X Link](https://x.com/thirdcoastip/status/2016170434480214352) 2026-01-27T15:24Z [--] followers, [---] engagements "$BHF with book value ex AOCI at $144.09/share and the stock closing at $44.52/share I can nearly say senior management shows up to work and shareholders think they are worth a negative $100/share 😂🤦♂. I'm not sure there is anything comparably this bad. Please leave" [X Link](https://x.com/thirdcoastip/status/1953919520080355508) 2025-08-08T20:41Z [--] followers, [---] engagements "@WeimarPilled @TheShortBear this is a 10-12x fwd eps business at this point trading at 19x so there is more to go on downside. the earnings call offered little in the way of a credible bridge back to what investors thought this business was in the past. it's impaired. simple as that" [X Link](https://x.com/thirdcoastip/status/1984019635403211235) 2025-10-30T22:08Z [--] followers, [---] engagements "@Biotech117 $700M convertible with capped calls. Probably underwriter hedging that" [X Link](https://x.com/thirdcoastip/status/1985484440999772489) 2025-11-03T23:09Z [--] followers, [---] engagements "@VivatLiquiditas @RealSimpleAriel If the cost of goods that are insured go up the cost of insurance goes up" [X Link](https://x.com/thirdcoastip/status/1985695701666300270) 2025-11-04T13:08Z [--] followers, [--] engagements "@ContrarianCurse I know it's a sore subject but don't forget $BE" [X Link](https://x.com/thirdcoastip/status/1986090423220109392) 2025-11-05T15:17Z [--] followers, [----] engagements "$SLNO So earnings power of $5+/share in [----] if management is right and a zero if @ScorpionFund is right Got it. In the interim nobody can tell who is right because new patient enrollments need another quarter to evaluate. Stock trading at AVWAP from all time lows. Hmmmm" [X Link](https://x.com/anyuser/status/1986158690731163985) 2025-11-05T19:48Z [---] followers, [----] engagements "$SLNO those post earnings calls with CEO/CFO and institutions must not have been very convincing" [X Link](https://x.com/anyuser/status/1986478130652160275) 2025-11-06T16:57Z [---] followers, [---] engagements "$SLNO You would think the board would consider authorizing a share repurchase for $100M at this point if the earnings power is really $5/share in [----]. Signals matter and at the moment the narrative has run them over" [X Link](https://x.com/anyuser/status/1986499714338980289) 2025-11-06T18:23Z [---] followers, [----] engagements "@TheShortBear Trump cant just proclaim $2k tariff refunds. Thats Congress job. This stool of your narrative running ahead of reality" [X Link](https://x.com/thirdcoastip/status/1987703453238612417) 2025-11-10T02:06Z [--] followers, [----] engagements "$SLNO LOL $SLNO You would think the board would consider authorizing a share repurchase for $100M at this point if the earnings power is really $5/share in [----]. Signals matter and at the moment the narrative has run them over. $SLNO You would think the board would consider authorizing a share repurchase for $100M at this point if the earnings power is really $5/share in [----]. Signals matter and at the moment the narrative has run them over" [X Link](https://x.com/anyuser/status/1988222671965090053) 2025-11-11T12:29Z [---] followers, [----] engagements "$TE (1/4) EV is $1.1B including the subsequent event financings. The investment case rests on a [----] ramp of 2GW+ of fully integrated US cell to module capacity coming online over the next 18-24 months on top of existing 5GW capacity and 45X credits for this capacity" [X Link](https://x.com/thirdcoastip/status/1990811679744024885) 2025-11-18T15:57Z [--] followers, [---] engagements "$TE (2/4) [----] sales could be $3.3-3.7B and EBITDA of $375-$450M roughly once both its Dallas and Austin facilities operate at capacity and 45X credits apply. Current EV implies 0.3x '27 sales and less than 3x '27 EBITDA" [X Link](https://x.com/thirdcoastip/status/1990811681555939751) 2025-11-18T15:57Z [--] followers, [---] engagements "$TE (3/4) If T1 can announce a 45X credit transfer agreement with a third party as implied on the earnings call it would materially de-risk both the balance sheet and the business model for investors" [X Link](https://x.com/thirdcoastip/status/1990811683502104899) 2025-11-18T15:57Z [--] followers, [---] engagements "@EdeDaniel49367 If they make half the operating margin per watt of First Solar call it $0.05/watt. Another $250M/year operating cash on top of the credits. Assuming 5GW. Stock price getting interesting. Big discount now to financing a month ago at $3.25. Director sold a large position today" [X Link](https://x.com/thirdcoastip/status/1991644857538941047) 2025-11-20T23:08Z [--] followers, [---] engagements "$TE [----] bridge year where mgmt. needs to find non-FEOC cells. Possible I see a couple of ways but may have to run mix of PERC and TOPCon cells and pay a premium. But by '28 they are vertically integrated economics (see below) on 5GW and next is 10GW. 45x credits in the bag" [X Link](https://x.com/anyuser/status/1991938979634315480) 2025-11-21T18:37Z [---] followers, [---] engagements "@T1_Energy Electrons. Now go sell your 45x credits 😂" [X Link](https://x.com/thirdcoastip/status/1993386636059799863) 2025-11-25T18:29Z [--] followers, [---] engagements "$TE Trading like it sold some 45x credits or started G2 Austin" [X Link](https://x.com/anyuser/status/1993721262557044997) 2025-11-26T16:39Z [---] followers, [---] engagements "$ABVX Taking a long position. If Prometheus can go for $10.8B in [----] after P2 trials and it's IV infusion then a daily pill with good P3 data should be worth twice that especially with category growth and more animal spirits in biotech M&A. I'll wager a BP like $LLY with their $1T stock valuation and buckets of cash flow can create an attractive offer for shareholders" [X Link](https://x.com/anyuser/status/1999586205500100859) 2025-12-12T21:04Z [---] followers, [----] engagements "$ABVX $JNJ I'm thinking JNJ is more likely than $LLY to acquire ABVX. They just seem like they'd be more desperate to protect their immunology portfolio and obefazimod is a solution for their Stelara problem. The Le Lettre LLY $17.5B story sets the floor and adds urgency to the auction and maybe draws JNJ in to ensure they don't leave the field to LLY for the next ten years. A deal before or around ECCO conference makes sense the flood of data and potential for anti-fibrotic would reset valuation higher. I'd say the clock is ticking https://twitter.com/i/web/status/2011438670520131829" [X Link](https://x.com/anyuser/status/2011438670520131829) 2026-01-14T14:02Z [---] followers, [---] engagements "@TheShortBear @WeimarPilled Not related. I actually pointed out one of the two reasons why one should be cautious on UNH and it bore out on the earnings call. The other being Medicare Advantage pricing which I didn't mention. Whatever you are never wrong i guess" [X Link](https://x.com/thirdcoastip/status/2016174724951257198) 2026-01-27T15:41Z [--] followers, [--] engagements "@MACROVET888 Oral and anti fibrotic if true fits anyone Id argue" [X Link](https://x.com/thirdcoastip/status/2019039776213790876) 2026-02-04T13:26Z [---] followers, [---] engagements "@keisan_15 Flight went from Teterboro to Oakland then Paris. Probably picked up some scientists from South San Fran immunology team to conduct the onsite due diligence. 😉" [X Link](https://x.com/thirdcoastip/status/2018873324580094055) 2026-02-04T02:24Z [---] followers, [----] engagements "$ABVX Good connection between $MRK and Silvio Danese who is presenting at ECCO [----] on anti-fibrotic activity of Obefazimod. Danese is a consultant to both MRK and LLY. He also was the principal investigator for MRK's T1LA inhibitor (Prometheus $10.8B). MRK and $LLY can ask Silvio if ABVX worth it https://twitter.com/i/web/status/2018886400980984283 https://twitter.com/i/web/status/2018886400980984283" [X Link](https://x.com/anyuser/status/2018886400980984283) 2026-02-04T03:16Z [---] followers, [----] engagements "$ABVX not to get too crazy but $MRK has one plane in Paris (science team for dd since flew from SF/Oakland) and another flew to Dulles this evening from NJ (legal/reg team for FTC) When MRK bought Acceleron they flew to Dulles and deal announced after. Pre ECCO deal" [X Link](https://x.com/anyuser/status/2018925250411413885) 2026-02-04T05:51Z [---] followers, [----] engagements "$ABVX just speculating but its interesting the January [--] corporate update had that DSMB 80% update. Maybe that turned $MRK heads away from $RVMD as they gave up on the asset within a week or so after. ABVX fills the Keytruda hole much faster at least. Can revisit oncology later" [X Link](https://x.com/anyuser/status/2019124131564839142) 2026-02-04T19:01Z [---] followers, [----] engagements "@DavidSacks @PalmerLuckey Guess David wants the moderator job 😂" [X Link](https://x.com/thirdcoastip/status/2021046728708034561) 2026-02-10T02:21Z [---] followers, 12.5K engagements "$ABVX just speculating but its interesting the January [--] corporate update had that DSMB 80% update. Maybe that turned $MRK heads away from $RVMD as they gave up on the asset within a week or so after. ABVX fills the Keytruda hole much faster at least. Can revisit oncology later" [X Link](https://x.com/anyuser/status/2019124131564839142) 2026-02-04T19:01Z [---] followers, [----] engagements "$ABVX not to get too crazy but $MRK has one plane in Paris (science team for dd since flew from SF/Oakland) and another flew to Dulles this evening from NJ (legal/reg team for FTC) When MRK bought Acceleron they flew to Dulles and deal announced after. Pre ECCO deal" [X Link](https://x.com/anyuser/status/2018925250411413885) 2026-02-04T05:51Z [---] followers, [----] engagements "$ABVX Good connection between $MRK and Silvio Danese who is presenting at ECCO [----] on anti-fibrotic activity of Obefazimod. Danese is a consultant to both MRK and LLY. He also was the principal investigator for MRK's T1LA inhibitor (Prometheus $10.8B). MRK and $LLY can ask Silvio if ABVX worth it https://twitter.com/i/web/status/2018886400980984283 https://twitter.com/i/web/status/2018886400980984283" [X Link](https://x.com/anyuser/status/2018886400980984283) 2026-02-04T03:16Z [---] followers, [----] engagements "RT @MeidasTouch: This is the clearest video yet. The Trump regime is lying to you. There is no grey area here. Take note of all the peo" [X Link](https://x.com/anyuser/status/2015172475575824886) 2026-01-24T21:18Z [---] followers, [----] engagements "This is the clearest video yet. The Trump regime is lying to you. There is no grey area here. Take note of all the people spreading regime propaganda. Clearer look. I never see the man touch his firearm and it looks like he's disarmed before being shot. https://t.co/Jcf1ru4LIc Clearer look. I never see the man touch his firearm and it looks like he's disarmed before being shot. https://t.co/Jcf1ru4LIc" [X Link](https://x.com/anyuser/status/2015161054142370120) 2026-01-24T20:33Z 1.3M followers, 899K engagements "Imagine thinking a veteran French journalist gets a random call with a 15B price tag detailed Finance Ministry review notes and specific bidder names and just says 'Looks legit let's print it' without a single fact-check. The idea that the entire French media is just a 'useful idiot' for a price-mover is more of a reach than the actual acquisition rumors. $ABVX 🤦♂" [X Link](https://x.com/anyuser/status/2011920512763428913) 2026-01-15T21:56Z [---] followers, [--] engagements "$ABVX $JNJ I'm thinking JNJ is more likely than $LLY to acquire ABVX. They just seem like they'd be more desperate to protect their immunology portfolio and obefazimod is a solution for their Stelara problem. The Le Lettre LLY $17.5B story sets the floor and adds urgency to the auction and maybe draws JNJ in to ensure they don't leave the field to LLY for the next ten years. A deal before or around ECCO conference makes sense the flood of data and potential for anti-fibrotic would reset valuation higher. I'd say the clock is ticking https://twitter.com/i/web/status/2011438670520131829" [X Link](https://x.com/anyuser/status/2011438670520131829) 2026-01-14T14:02Z [---] followers, [---] engagements "$ABVX Lilly could have an informal discussion w/ French Ministry in Dec to get clarity on FDI rules application to a hypothetical deal of ABVX and it can also be true at the same time French Ministry has not been in contact with Lilly over a formal investment screening because there is no bid yet. This isn't hard just nuanced. The 15B euros and multiple bidders play out before French Ministry gets the dossier. This is money lying on the ground to pick up" [X Link](https://x.com/anyuser/status/2010735157364260925) 2026-01-12T15:26Z [---] followers, [---] engagements "$ABVX LLY buying VTYX for the NLRP3 asset right Hard to see why there would be any sudden urgency around Tamuzimod in UC this long after their data readouts without progress there" [X Link](https://x.com/anyuser/status/2008678726284779612) 2026-01-06T23:15Z [---] followers, [---] engagements "$ABVX fwiw open interest for Friday didn't change much yesterday on those otm call strikes. either premium will burn to zero or you know the other outcome" [X Link](https://x.com/anyuser/status/2001305255699489154) 2025-12-17T14:55Z [---] followers, [---] engagements "$ABVX Taking a long position. If Prometheus can go for $10.8B in [----] after P2 trials and it's IV infusion then a daily pill with good P3 data should be worth twice that especially with category growth and more animal spirits in biotech M&A. I'll wager a BP like $LLY with their $1T stock valuation and buckets of cash flow can create an attractive offer for shareholders" [X Link](https://x.com/anyuser/status/1999586205500100859) 2025-12-12T21:04Z [---] followers, [----] engagements "$TE Trading like it sold some 45x credits or started G2 Austin" [X Link](https://x.com/anyuser/status/1993721262557044997) 2025-11-26T16:39Z [---] followers, [---] engagements "$TE [----] bridge year where mgmt. needs to find non-FEOC cells. Possible I see a couple of ways but may have to run mix of PERC and TOPCon cells and pay a premium. But by '28 they are vertically integrated economics (see below) on 5GW and next is 10GW. 45x credits in the bag" [X Link](https://x.com/anyuser/status/1991938979634315480) 2025-11-21T18:37Z [---] followers, [---] engagements "$SLNO LOL $SLNO You would think the board would consider authorizing a share repurchase for $100M at this point if the earnings power is really $5/share in [----]. Signals matter and at the moment the narrative has run them over. $SLNO You would think the board would consider authorizing a share repurchase for $100M at this point if the earnings power is really $5/share in [----]. Signals matter and at the moment the narrative has run them over" [X Link](https://x.com/anyuser/status/1988222671965090053) 2025-11-11T12:29Z [---] followers, [----] engagements "$SLNO You would think the board would consider authorizing a share repurchase for $100M at this point if the earnings power is really $5/share in [----]. Signals matter and at the moment the narrative has run them over" [X Link](https://x.com/anyuser/status/1986499714338980289) 2025-11-06T18:23Z [---] followers, [----] engagements "$SLNO those post earnings calls with CEO/CFO and institutions must not have been very convincing" [X Link](https://x.com/anyuser/status/1986478130652160275) 2025-11-06T16:57Z [---] followers, [---] engagements "Not a lawyer but some justices equating a license to a tariff is wildly absurd along with other justices throwing out idea is it really a tariff if a President threatens a tariff and the other country backs down in a negotiation and there is no monetary exchange. Guess is 7-2" [X Link](https://x.com/anyuser/status/1986276001182277745) 2025-11-06T03:34Z [---] followers, [---] engagements "It would seem AVWAP from all-time lows was a good place to cover for those short alongside @ScorpionFund. No question that area was a dumb trade location to press for more downside. Let's see what unfolds next $SLNO So earnings power of $5+/share in [----] if management is right and a zero if @ScorpionFund is right Got it. In the interim nobody can tell who is right because new patient enrollments need another quarter to evaluate. Stock trading at AVWAP from all time lows. Hmmmm https://t.co/lNuqRKMLuC $SLNO So earnings power of $5+/share in [----] if management is right and a zero if" [X Link](https://x.com/anyuser/status/1986173803513180500) 2025-11-05T20:48Z [---] followers, [---] engagements "$SLNO So earnings power of $5+/share in [----] if management is right and a zero if @ScorpionFund is right Got it. In the interim nobody can tell who is right because new patient enrollments need another quarter to evaluate. Stock trading at AVWAP from all time lows. Hmmmm" [X Link](https://x.com/anyuser/status/1986158690731163985) 2025-11-05T19:48Z [---] followers, [----] engagements "Please let this be true" [X Link](https://x.com/anyuser/status/1980302107988345221) 2025-10-20T15:56Z [---] followers, [---] engagements "Rumours that David Beckham trying to buy the Glazers out of their stake in $MANU. Clearly he must be being backed by people who actually have that sort of money. They'll probably want $6 to $7billion valuation on that" [X Link](https://x.com/anyuser/status/1980301625739887074) 2025-10-20T15:54Z 18.2K followers, [----] engagements "Being part of supporting a dictator regime that murders its critics. Cool story @Jason" [X Link](https://x.com/anyuser/status/1972680501736419393) 2025-09-29T15:10Z [---] followers, [---] engagements "The rate of change in the Kingdom has been inspiring but not without risk for the reformers. Im excited to spend more time there and the wider region and be a small part of that change. Forming a startup is one of the most important acts of personal agency you can do and thats what were focused on with @FounderUni in MENA" [X Link](https://x.com/anyuser/status/1972679671184589304) 2025-09-29T15:07Z 1.1M followers, 74.1K engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@thirdcoastip Third Coast Investment Partners
Third Coast Investment Partners posts on X about $abvx, $slno, in the, $5share the most. They currently have [---] followers and [--] posts still getting attention that total [---] engagements in the last [--] hours.
Engagements: [---] #
- [--] Week [------] +26%
- [--] Month [------] +3,731%
- [--] Months [------] +1,356%
Mentions: [--] #
- [--] Month [--] -50%
- [--] Months [--] +367%
Followers: [---] #
- [--] Week [---] -0.97%
- [--] Month [---] +23%
- [--] Months [---] +132%
CreatorRank: [---------] #
Social Influence
Social category influence finance stocks travel destinations celebrities musicians technology brands
Social topic influence $abvx, $slno, in the, $5share, $te, credits, $bhf, $lly, $mrk, guess
Top accounts mentioned or mentioned by @contrariancurse @theshortbear @scorpionfund @weimarpilled @yehoshzl @cypherdc @pcmbio @allinkraken @grok @biotech117 @vivatliquiditas @realsimpleariel @ededaniel49367 @t1energy @macrovet888 @keisan15 @davidsacks @palmerluckey @meidastouch @jason
Top assets mentioned Abivax SA (ABVX) Soleno Therapeutics, Inc. Common Stock (SLNO) Brighthouse Financial, Inc. (BHF) Eli Lilly and Company (LLY) Merck & Co., Inc. (MRK) Johnson & Johnson (JNJ) Revolution Medicines, Inc. (RVMD) Lincoln National Corporation (LNC) American Eagle Outfitters (AEO) Navitas Semiconductor Corporation Common Stock (NVTS) Bloom Energy Corporation (BE) MANCHESTER UNITED PLC (MANU)
Top Social Posts
Top posts by engagements in the last [--] hours
"@yehoshzl I'm no expert on Adyen. Looks at first glance they have double the operating margins. I think it's tough to compare things at different stages of the business evolution. All I know is cost to carry for shorts is now gone up and company signal is confidence"
X Link 2025-05-16T10:52Z [--] followers, [--] engagements
"@CypherdC nice report from $LNC today helps. Aquarian makes sense as buyer. Big ambitions $2.25B raised in the past year for dry powder looking to emulate Apollo/Athene biz model. Alt fees alone they can charge gets them good return on the investment"
X Link 2025-07-31T20:51Z [--] followers, [---] engagements
"$BHF trading at 1/3 BV ex AOCI while WSJ scooped Aquarium Holdings within weeks of buying them. Stock can double and still offer loads of value to Aquarium. Sometimes the market leaves $100 bills on the ground to pick up"
X Link 2025-08-01T18:30Z [--] followers, [----] engagements
"$BHF a stand alone future would be uninspiring and accounts for mispriced valuation to book value. The positives from call were comments that 3q sales off to a nice start and one could infer that the share buyback pause is due to M&A process. Eric just go away and sell"
X Link 2025-08-08T13:06Z [--] followers, [---] engagements
"$BHF Been five weeks since WSJ reported exclusive negotiations with Aquarian. Doubt there is another asset for Rudy Sahay and his backers to so easily scale at a huge discount to book value with a willing seller"
X Link 2025-08-18T14:52Z [--] followers, [---] engagements
"@ContrarianCurse Chamath making his poster outside Kendrick Lamar house as we speak"
X Link 2025-08-21T20:38Z [--] followers, [--] engagements
"$AEO. The chief marketing officer jumping on the call sounded breathless with excitement about Sydney Sweeney 😂. Looks like a conservative comps guide considering what is happening here. Why in the world is short interest 18%. That's wild"
X Link 2025-09-03T20:52Z [--] followers, [--] engagements
"@ContrarianCurse The Travis Kelce ad campaign will be interesting. Management should milk this Taylor adjacent lifecycle"
X Link 2025-09-03T21:12Z [--] followers, [---] engagements
"$BHF Sounds like due diligence and price may be done reading between lines on the FT article"
X Link 2025-09-09T00:18Z [--] followers, [---] engagements
"$BHF You'd think Aquarian would want to secure the financing and make their offer public ASAP now that the FT article is out there seeing how Mubadala is their partner already. Can't be a hard sell to get the financing for an asset so discounted to book. Cmon Rudy fucking hell"
X Link 2025-09-09T14:57Z [--] followers, [---] engagements
"$NVTS Any thoughts here on their power solutions being used in NVIDIA's Veru Rubin platform for OpenAI in 2026"
X Link 2025-09-22T19:08Z [--] followers, [---] engagements
"@PCM_bio @allinkraken @grok *Troy. Fixed it"
X Link 2025-12-16T21:15Z [--] followers, [---] engagements
"So you were arguing a bullish stance on a stock that you sold before our interaction on 10/30/25. Cool. 😂😂😂. All I did was make the point you probably dont understand what you own. And subsequent events seem to corroborate that. But I guess you flipped it out some time in the past"
X Link 2026-01-27T15:24Z [--] followers, [---] engagements
"$BHF with book value ex AOCI at $144.09/share and the stock closing at $44.52/share I can nearly say senior management shows up to work and shareholders think they are worth a negative $100/share 😂🤦♂. I'm not sure there is anything comparably this bad. Please leave"
X Link 2025-08-08T20:41Z [--] followers, [---] engagements
"@WeimarPilled @TheShortBear this is a 10-12x fwd eps business at this point trading at 19x so there is more to go on downside. the earnings call offered little in the way of a credible bridge back to what investors thought this business was in the past. it's impaired. simple as that"
X Link 2025-10-30T22:08Z [--] followers, [---] engagements
"@Biotech117 $700M convertible with capped calls. Probably underwriter hedging that"
X Link 2025-11-03T23:09Z [--] followers, [---] engagements
"@VivatLiquiditas @RealSimpleAriel If the cost of goods that are insured go up the cost of insurance goes up"
X Link 2025-11-04T13:08Z [--] followers, [--] engagements
"@ContrarianCurse I know it's a sore subject but don't forget $BE"
X Link 2025-11-05T15:17Z [--] followers, [----] engagements
"$SLNO So earnings power of $5+/share in [----] if management is right and a zero if @ScorpionFund is right Got it. In the interim nobody can tell who is right because new patient enrollments need another quarter to evaluate. Stock trading at AVWAP from all time lows. Hmmmm"
X Link 2025-11-05T19:48Z [---] followers, [----] engagements
"$SLNO those post earnings calls with CEO/CFO and institutions must not have been very convincing"
X Link 2025-11-06T16:57Z [---] followers, [---] engagements
"$SLNO You would think the board would consider authorizing a share repurchase for $100M at this point if the earnings power is really $5/share in [----]. Signals matter and at the moment the narrative has run them over"
X Link 2025-11-06T18:23Z [---] followers, [----] engagements
"@TheShortBear Trump cant just proclaim $2k tariff refunds. Thats Congress job. This stool of your narrative running ahead of reality"
X Link 2025-11-10T02:06Z [--] followers, [----] engagements
"$SLNO LOL $SLNO You would think the board would consider authorizing a share repurchase for $100M at this point if the earnings power is really $5/share in [----]. Signals matter and at the moment the narrative has run them over. $SLNO You would think the board would consider authorizing a share repurchase for $100M at this point if the earnings power is really $5/share in [----]. Signals matter and at the moment the narrative has run them over"
X Link 2025-11-11T12:29Z [---] followers, [----] engagements
"$TE (1/4) EV is $1.1B including the subsequent event financings. The investment case rests on a [----] ramp of 2GW+ of fully integrated US cell to module capacity coming online over the next 18-24 months on top of existing 5GW capacity and 45X credits for this capacity"
X Link 2025-11-18T15:57Z [--] followers, [---] engagements
"$TE (2/4) [----] sales could be $3.3-3.7B and EBITDA of $375-$450M roughly once both its Dallas and Austin facilities operate at capacity and 45X credits apply. Current EV implies 0.3x '27 sales and less than 3x '27 EBITDA"
X Link 2025-11-18T15:57Z [--] followers, [---] engagements
"$TE (3/4) If T1 can announce a 45X credit transfer agreement with a third party as implied on the earnings call it would materially de-risk both the balance sheet and the business model for investors"
X Link 2025-11-18T15:57Z [--] followers, [---] engagements
"@EdeDaniel49367 If they make half the operating margin per watt of First Solar call it $0.05/watt. Another $250M/year operating cash on top of the credits. Assuming 5GW. Stock price getting interesting. Big discount now to financing a month ago at $3.25. Director sold a large position today"
X Link 2025-11-20T23:08Z [--] followers, [---] engagements
"$TE [----] bridge year where mgmt. needs to find non-FEOC cells. Possible I see a couple of ways but may have to run mix of PERC and TOPCon cells and pay a premium. But by '28 they are vertically integrated economics (see below) on 5GW and next is 10GW. 45x credits in the bag"
X Link 2025-11-21T18:37Z [---] followers, [---] engagements
"@T1_Energy Electrons. Now go sell your 45x credits 😂"
X Link 2025-11-25T18:29Z [--] followers, [---] engagements
"$TE Trading like it sold some 45x credits or started G2 Austin"
X Link 2025-11-26T16:39Z [---] followers, [---] engagements
"$ABVX Taking a long position. If Prometheus can go for $10.8B in [----] after P2 trials and it's IV infusion then a daily pill with good P3 data should be worth twice that especially with category growth and more animal spirits in biotech M&A. I'll wager a BP like $LLY with their $1T stock valuation and buckets of cash flow can create an attractive offer for shareholders"
X Link 2025-12-12T21:04Z [---] followers, [----] engagements
"$ABVX $JNJ I'm thinking JNJ is more likely than $LLY to acquire ABVX. They just seem like they'd be more desperate to protect their immunology portfolio and obefazimod is a solution for their Stelara problem. The Le Lettre LLY $17.5B story sets the floor and adds urgency to the auction and maybe draws JNJ in to ensure they don't leave the field to LLY for the next ten years. A deal before or around ECCO conference makes sense the flood of data and potential for anti-fibrotic would reset valuation higher. I'd say the clock is ticking https://twitter.com/i/web/status/2011438670520131829"
X Link 2026-01-14T14:02Z [---] followers, [---] engagements
"@TheShortBear @WeimarPilled Not related. I actually pointed out one of the two reasons why one should be cautious on UNH and it bore out on the earnings call. The other being Medicare Advantage pricing which I didn't mention. Whatever you are never wrong i guess"
X Link 2026-01-27T15:41Z [--] followers, [--] engagements
"@MACROVET888 Oral and anti fibrotic if true fits anyone Id argue"
X Link 2026-02-04T13:26Z [---] followers, [---] engagements
"@keisan_15 Flight went from Teterboro to Oakland then Paris. Probably picked up some scientists from South San Fran immunology team to conduct the onsite due diligence. 😉"
X Link 2026-02-04T02:24Z [---] followers, [----] engagements
"$ABVX Good connection between $MRK and Silvio Danese who is presenting at ECCO [----] on anti-fibrotic activity of Obefazimod. Danese is a consultant to both MRK and LLY. He also was the principal investigator for MRK's T1LA inhibitor (Prometheus $10.8B). MRK and $LLY can ask Silvio if ABVX worth it https://twitter.com/i/web/status/2018886400980984283 https://twitter.com/i/web/status/2018886400980984283"
X Link 2026-02-04T03:16Z [---] followers, [----] engagements
"$ABVX not to get too crazy but $MRK has one plane in Paris (science team for dd since flew from SF/Oakland) and another flew to Dulles this evening from NJ (legal/reg team for FTC) When MRK bought Acceleron they flew to Dulles and deal announced after. Pre ECCO deal"
X Link 2026-02-04T05:51Z [---] followers, [----] engagements
"$ABVX just speculating but its interesting the January [--] corporate update had that DSMB 80% update. Maybe that turned $MRK heads away from $RVMD as they gave up on the asset within a week or so after. ABVX fills the Keytruda hole much faster at least. Can revisit oncology later"
X Link 2026-02-04T19:01Z [---] followers, [----] engagements
"@DavidSacks @PalmerLuckey Guess David wants the moderator job 😂"
X Link 2026-02-10T02:21Z [---] followers, 12.5K engagements
"$ABVX just speculating but its interesting the January [--] corporate update had that DSMB 80% update. Maybe that turned $MRK heads away from $RVMD as they gave up on the asset within a week or so after. ABVX fills the Keytruda hole much faster at least. Can revisit oncology later"
X Link 2026-02-04T19:01Z [---] followers, [----] engagements
"$ABVX not to get too crazy but $MRK has one plane in Paris (science team for dd since flew from SF/Oakland) and another flew to Dulles this evening from NJ (legal/reg team for FTC) When MRK bought Acceleron they flew to Dulles and deal announced after. Pre ECCO deal"
X Link 2026-02-04T05:51Z [---] followers, [----] engagements
"$ABVX Good connection between $MRK and Silvio Danese who is presenting at ECCO [----] on anti-fibrotic activity of Obefazimod. Danese is a consultant to both MRK and LLY. He also was the principal investigator for MRK's T1LA inhibitor (Prometheus $10.8B). MRK and $LLY can ask Silvio if ABVX worth it https://twitter.com/i/web/status/2018886400980984283 https://twitter.com/i/web/status/2018886400980984283"
X Link 2026-02-04T03:16Z [---] followers, [----] engagements
"RT @MeidasTouch: This is the clearest video yet. The Trump regime is lying to you. There is no grey area here. Take note of all the peo"
X Link 2026-01-24T21:18Z [---] followers, [----] engagements
"This is the clearest video yet. The Trump regime is lying to you. There is no grey area here. Take note of all the people spreading regime propaganda. Clearer look. I never see the man touch his firearm and it looks like he's disarmed before being shot. https://t.co/Jcf1ru4LIc Clearer look. I never see the man touch his firearm and it looks like he's disarmed before being shot. https://t.co/Jcf1ru4LIc"
X Link 2026-01-24T20:33Z 1.3M followers, 899K engagements
"Imagine thinking a veteran French journalist gets a random call with a 15B price tag detailed Finance Ministry review notes and specific bidder names and just says 'Looks legit let's print it' without a single fact-check. The idea that the entire French media is just a 'useful idiot' for a price-mover is more of a reach than the actual acquisition rumors. $ABVX 🤦♂"
X Link 2026-01-15T21:56Z [---] followers, [--] engagements
"$ABVX $JNJ I'm thinking JNJ is more likely than $LLY to acquire ABVX. They just seem like they'd be more desperate to protect their immunology portfolio and obefazimod is a solution for their Stelara problem. The Le Lettre LLY $17.5B story sets the floor and adds urgency to the auction and maybe draws JNJ in to ensure they don't leave the field to LLY for the next ten years. A deal before or around ECCO conference makes sense the flood of data and potential for anti-fibrotic would reset valuation higher. I'd say the clock is ticking https://twitter.com/i/web/status/2011438670520131829"
X Link 2026-01-14T14:02Z [---] followers, [---] engagements
"$ABVX Lilly could have an informal discussion w/ French Ministry in Dec to get clarity on FDI rules application to a hypothetical deal of ABVX and it can also be true at the same time French Ministry has not been in contact with Lilly over a formal investment screening because there is no bid yet. This isn't hard just nuanced. The 15B euros and multiple bidders play out before French Ministry gets the dossier. This is money lying on the ground to pick up"
X Link 2026-01-12T15:26Z [---] followers, [---] engagements
"$ABVX LLY buying VTYX for the NLRP3 asset right Hard to see why there would be any sudden urgency around Tamuzimod in UC this long after their data readouts without progress there"
X Link 2026-01-06T23:15Z [---] followers, [---] engagements
"$ABVX fwiw open interest for Friday didn't change much yesterday on those otm call strikes. either premium will burn to zero or you know the other outcome"
X Link 2025-12-17T14:55Z [---] followers, [---] engagements
"$ABVX Taking a long position. If Prometheus can go for $10.8B in [----] after P2 trials and it's IV infusion then a daily pill with good P3 data should be worth twice that especially with category growth and more animal spirits in biotech M&A. I'll wager a BP like $LLY with their $1T stock valuation and buckets of cash flow can create an attractive offer for shareholders"
X Link 2025-12-12T21:04Z [---] followers, [----] engagements
"$TE Trading like it sold some 45x credits or started G2 Austin"
X Link 2025-11-26T16:39Z [---] followers, [---] engagements
"$TE [----] bridge year where mgmt. needs to find non-FEOC cells. Possible I see a couple of ways but may have to run mix of PERC and TOPCon cells and pay a premium. But by '28 they are vertically integrated economics (see below) on 5GW and next is 10GW. 45x credits in the bag"
X Link 2025-11-21T18:37Z [---] followers, [---] engagements
"$SLNO LOL $SLNO You would think the board would consider authorizing a share repurchase for $100M at this point if the earnings power is really $5/share in [----]. Signals matter and at the moment the narrative has run them over. $SLNO You would think the board would consider authorizing a share repurchase for $100M at this point if the earnings power is really $5/share in [----]. Signals matter and at the moment the narrative has run them over"
X Link 2025-11-11T12:29Z [---] followers, [----] engagements
"$SLNO You would think the board would consider authorizing a share repurchase for $100M at this point if the earnings power is really $5/share in [----]. Signals matter and at the moment the narrative has run them over"
X Link 2025-11-06T18:23Z [---] followers, [----] engagements
"$SLNO those post earnings calls with CEO/CFO and institutions must not have been very convincing"
X Link 2025-11-06T16:57Z [---] followers, [---] engagements
"Not a lawyer but some justices equating a license to a tariff is wildly absurd along with other justices throwing out idea is it really a tariff if a President threatens a tariff and the other country backs down in a negotiation and there is no monetary exchange. Guess is 7-2"
X Link 2025-11-06T03:34Z [---] followers, [---] engagements
"It would seem AVWAP from all-time lows was a good place to cover for those short alongside @ScorpionFund. No question that area was a dumb trade location to press for more downside. Let's see what unfolds next $SLNO So earnings power of $5+/share in [----] if management is right and a zero if @ScorpionFund is right Got it. In the interim nobody can tell who is right because new patient enrollments need another quarter to evaluate. Stock trading at AVWAP from all time lows. Hmmmm https://t.co/lNuqRKMLuC $SLNO So earnings power of $5+/share in [----] if management is right and a zero if"
X Link 2025-11-05T20:48Z [---] followers, [---] engagements
"$SLNO So earnings power of $5+/share in [----] if management is right and a zero if @ScorpionFund is right Got it. In the interim nobody can tell who is right because new patient enrollments need another quarter to evaluate. Stock trading at AVWAP from all time lows. Hmmmm"
X Link 2025-11-05T19:48Z [---] followers, [----] engagements
"Please let this be true"
X Link 2025-10-20T15:56Z [---] followers, [---] engagements
"Rumours that David Beckham trying to buy the Glazers out of their stake in $MANU. Clearly he must be being backed by people who actually have that sort of money. They'll probably want $6 to $7billion valuation on that"
X Link 2025-10-20T15:54Z 18.2K followers, [----] engagements
"Being part of supporting a dictator regime that murders its critics. Cool story @Jason"
X Link 2025-09-29T15:10Z [---] followers, [---] engagements
"The rate of change in the Kingdom has been inspiring but not without risk for the reformers. Im excited to spend more time there and the wider region and be a small part of that change. Forming a startup is one of the most important acts of personal agency you can do and thats what were focused on with @FounderUni in MENA"
X Link 2025-09-29T15:07Z 1.1M followers, 74.1K engagements
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