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[@kiwicarrotcake](/creator/twitter/kiwicarrotcake)
"$lyft I don't quite see the terminal risk everyone else does 30%mc cash mid single ebitda still growing buying back XX% of shares at this valuation done well with it for now. adding more"  
![@kiwicarrotcake Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1243560257307238400.png) [@kiwicarrotcake](/creator/x/kiwicarrotcake) on [X](/post/tweet/1948078241178128466) 2025-07-23 17:50:20 UTC XXX followers, XXX engagements


"markets couldn't bid up $pzza $jac and $amn XX% pathetic"  
![@kiwicarrotcake Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1243560257307238400.png) [@kiwicarrotcake](/creator/x/kiwicarrotcake) on [X](/post/tweet/1910054905051848710) 2025-04-09 19:39:11 UTC XXX followers, XXX engagements


"adding $lyft XX august and September calls"  
![@kiwicarrotcake Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1243560257307238400.png) [@kiwicarrotcake](/creator/x/kiwicarrotcake) on [X](/post/tweet/1945893069473058900) 2025-07-17 17:07:15 UTC XXX followers, XXX engagements


"$cnc 2027 $XX calls going for $XXXX b/e XXXX market saying it won't move XX% higher in the next XXX days. maybe but interesting"  
![@kiwicarrotcake Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1243560257307238400.png) [@kiwicarrotcake](/creator/x/kiwicarrotcake) on [X](/post/tweet/1948417406449102857) 2025-07-24 16:18:04 UTC XXX followers, XXX engagements


"I'ma need at least XXX% rip on $lesl XX% won't cut it"  
![@kiwicarrotcake Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1243560257307238400.png) [@kiwicarrotcake](/creator/x/kiwicarrotcake) on [X](/post/tweet/1947743823196533236) 2025-07-22 19:41:29 UTC XXX followers, XXX engagements


"$joby 2026 $XX jan calls pushing $XXX puts it near $XX billion bit nutty"  
![@kiwicarrotcake Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1243560257307238400.png) [@kiwicarrotcake](/creator/x/kiwicarrotcake) on [X](/post/tweet/1948816390716367229) 2025-07-25 18:43:29 UTC XXX followers, XXX engagements


"$joby pushing twice the market cap of $erj is a little whacky"  
![@kiwicarrotcake Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1243560257307238400.png) [@kiwicarrotcake](/creator/x/kiwicarrotcake) on [X](/post/tweet/1948772555990458714) 2025-07-25 15:49:18 UTC XXX followers, XXX engagements


"how do I get a $lesl squeeze going to unload my bags"  
![@kiwicarrotcake Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1243560257307238400.png) [@kiwicarrotcake](/creator/x/kiwicarrotcake) on [X](/post/tweet/1947691209679388789) 2025-07-22 16:12:25 UTC XXX followers, XXX engagements


"get it $bros ain't cheap but probably trading at $cmg ebitda multiple next year on XX% rev growth with a ton space to grow"  
![@kiwicarrotcake Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1243560257307238400.png) [@kiwicarrotcake](/creator/x/kiwicarrotcake) on [X](/post/tweet/1948751191518675020) 2025-07-25 14:24:24 UTC XXX followers, XXX engagements


"$amn more XXXX No doubt I'm missing a headline"  
![@kiwicarrotcake Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1243560257307238400.png) [@kiwicarrotcake](/creator/x/kiwicarrotcake) on [X](/post/tweet/1947382379019973010) 2025-07-21 19:45:14 UTC XXX followers, XXX engagements


"$opad would be idiots not to do a massive offering here"  
![@kiwicarrotcake Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1243560257307238400.png) [@kiwicarrotcake](/creator/x/kiwicarrotcake) on [X](/post/tweet/1947365298509627427) 2025-07-21 18:37:22 UTC XXX followers, XXX engagements


"$joby $achr now roughly $XX billion vs XX billion at $ual less which does $XX billion in ebitda a year. Just epically wild stuff"  
![@kiwicarrotcake Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1243560257307238400.png) [@kiwicarrotcake](/creator/x/kiwicarrotcake) on [X](/post/tweet/1945923319456248257) 2025-07-17 19:07:27 UTC XXX followers, XXX engagements


"$cmg pushing 30x ebitda after this sell off on pretty awful sss numbers and clearly fully saturated market. would rather own $cava or $bros"  
![@kiwicarrotcake Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1243560257307238400.png) [@kiwicarrotcake](/creator/x/kiwicarrotcake) on [X](/post/tweet/1948124326227804551) 2025-07-23 20:53:28 UTC XXX followers, XXX engagements


"$mtn A poorly run business but a moat out there"  
![@kiwicarrotcake Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1243560257307238400.png) [@kiwicarrotcake](/creator/x/kiwicarrotcake) on [X](/post/tweet/1948813173840293930) 2025-07-25 18:30:42 UTC XXX followers, XXX engagements


"don't think I've read a fluffier headline than the $lbrt $oklo one absolutely nothing of substance lbrt is already an investor in oklo"  
![@kiwicarrotcake Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1243560257307238400.png) [@kiwicarrotcake](/creator/x/kiwicarrotcake) on [X](/post/tweet/1948034490258858212) 2025-07-23 14:56:29 UTC XXX followers, XXX engagements


"don't get this thing is trading at like XXX ebitda on stabilizing business trimmed $XXXX on this lot $amn"  
![@kiwicarrotcake Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1243560257307238400.png) [@kiwicarrotcake](/creator/x/kiwicarrotcake) on [X](/post/tweet/1947657432814977352) 2025-07-22 13:58:12 UTC XXX followers, XXX engagements


"Nice $kss.should get close to 150- XXX% on the calls am however down XX% on lmt"  
![@kiwicarrotcake Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1243560257307238400.png) [@kiwicarrotcake](/creator/x/kiwicarrotcake) on [X](/post/tweet/1947643065193165272) 2025-07-22 13:01:06 UTC XXX followers, XXX engagements


"don't worry $ai holders c suite executives are hurting from poor performance too"  
![@kiwicarrotcake Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1243560257307238400.png) [@kiwicarrotcake](/creator/x/kiwicarrotcake) on [X](/post/tweet/1948408138773774824) 2025-07-24 15:41:14 UTC XXX followers, XXX engagements


"$lyft about XX% away from where it traded last earnings and ripped XX% Doesn't sound like business has deterioted since Adding more $XXXXX I realize the company won't exist in X years"  
![@kiwicarrotcake Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1243560257307238400.png) [@kiwicarrotcake](/creator/x/kiwicarrotcake) on [X](/post/tweet/1948797155604578315) 2025-07-25 17:27:03 UTC XXX followers, XXX engagements


"that $wire acquisition looking phenomenal"  
![@kiwicarrotcake Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1243560257307238400.png) [@kiwicarrotcake](/creator/x/kiwicarrotcake) on [X](/post/tweet/1943504362271089047) 2025-07-11 02:55:23 UTC XXX followers, XXX engagements


"$amn gapped up XX% from these levels last earnings not sure anything has materially changed so if business as usual. adding long will continue to add if it dips"  
![@kiwicarrotcake Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1243560257307238400.png) [@kiwicarrotcake](/creator/x/kiwicarrotcake) on [X](/post/tweet/1945559368457433219) 2025-07-16 19:01:14 UTC XXX followers, XXX engagements


"$oklo $smr pushing $XX billion on X GW by 2030 vs 41GW for $vst at $XX billion f***** nuts on any level"  
![@kiwicarrotcake Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1243560257307238400.png) [@kiwicarrotcake](/creator/x/kiwicarrotcake) on [X](/post/tweet/1948397043249991927) 2025-07-24 14:57:09 UTC XXX followers, XXX engagements


"$dow should have gutted the whole dividend"  
![@kiwicarrotcake Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1243560257307238400.png) [@kiwicarrotcake](/creator/x/kiwicarrotcake) on [X](/post/tweet/1948372374807629863) 2025-07-24 13:19:07 UTC XXX followers, XXX engagements


"$amn none of the upside all the downside added $18.6"  
![@kiwicarrotcake Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1243560257307238400.png) [@kiwicarrotcake](/creator/x/kiwicarrotcake) on [X](/post/tweet/1947370893954441500) 2025-07-21 18:59:36 UTC XXX followers, XXX engagements


"why is $exel never mentioned as a buy out target"  
![@kiwicarrotcake Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1243560257307238400.png) [@kiwicarrotcake](/creator/x/kiwicarrotcake) on [X](/post/tweet/1943350645991370812) 2025-07-10 16:44:34 UTC XXX followers, XXX engagements


"$amn august XXXX puts going for .8 wondering how bad earnings would have to be for that to pay out adding more $19.25"  
![@kiwicarrotcake Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1243560257307238400.png) [@kiwicarrotcake](/creator/x/kiwicarrotcake) on [X](/post/tweet/1947323893519090093) 2025-07-21 15:52:50 UTC XXX followers, XXX engagements


"if you're $open surely this is a gift from someone to do a $500mm offering"  
![@kiwicarrotcake Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1243560257307238400.png) [@kiwicarrotcake](/creator/x/kiwicarrotcake) on [X](/post/tweet/1947329999830221076) 2025-07-21 16:17:06 UTC XXX followers, XXX engagements

[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@kiwicarrotcake "$lyft I don't quite see the terminal risk everyone else does 30%mc cash mid single ebitda still growing buying back XX% of shares at this valuation done well with it for now. adding more"
@kiwicarrotcake Avatar @kiwicarrotcake on X 2025-07-23 17:50:20 UTC XXX followers, XXX engagements

"markets couldn't bid up $pzza $jac and $amn XX% pathetic"
@kiwicarrotcake Avatar @kiwicarrotcake on X 2025-04-09 19:39:11 UTC XXX followers, XXX engagements

"adding $lyft XX august and September calls"
@kiwicarrotcake Avatar @kiwicarrotcake on X 2025-07-17 17:07:15 UTC XXX followers, XXX engagements

"$cnc 2027 $XX calls going for $XXXX b/e XXXX market saying it won't move XX% higher in the next XXX days. maybe but interesting"
@kiwicarrotcake Avatar @kiwicarrotcake on X 2025-07-24 16:18:04 UTC XXX followers, XXX engagements

"I'ma need at least XXX% rip on $lesl XX% won't cut it"
@kiwicarrotcake Avatar @kiwicarrotcake on X 2025-07-22 19:41:29 UTC XXX followers, XXX engagements

"$joby 2026 $XX jan calls pushing $XXX puts it near $XX billion bit nutty"
@kiwicarrotcake Avatar @kiwicarrotcake on X 2025-07-25 18:43:29 UTC XXX followers, XXX engagements

"$joby pushing twice the market cap of $erj is a little whacky"
@kiwicarrotcake Avatar @kiwicarrotcake on X 2025-07-25 15:49:18 UTC XXX followers, XXX engagements

"how do I get a $lesl squeeze going to unload my bags"
@kiwicarrotcake Avatar @kiwicarrotcake on X 2025-07-22 16:12:25 UTC XXX followers, XXX engagements

"get it $bros ain't cheap but probably trading at $cmg ebitda multiple next year on XX% rev growth with a ton space to grow"
@kiwicarrotcake Avatar @kiwicarrotcake on X 2025-07-25 14:24:24 UTC XXX followers, XXX engagements

"$amn more XXXX No doubt I'm missing a headline"
@kiwicarrotcake Avatar @kiwicarrotcake on X 2025-07-21 19:45:14 UTC XXX followers, XXX engagements

"$opad would be idiots not to do a massive offering here"
@kiwicarrotcake Avatar @kiwicarrotcake on X 2025-07-21 18:37:22 UTC XXX followers, XXX engagements

"$joby $achr now roughly $XX billion vs XX billion at $ual less which does $XX billion in ebitda a year. Just epically wild stuff"
@kiwicarrotcake Avatar @kiwicarrotcake on X 2025-07-17 19:07:27 UTC XXX followers, XXX engagements

"$cmg pushing 30x ebitda after this sell off on pretty awful sss numbers and clearly fully saturated market. would rather own $cava or $bros"
@kiwicarrotcake Avatar @kiwicarrotcake on X 2025-07-23 20:53:28 UTC XXX followers, XXX engagements

"$mtn A poorly run business but a moat out there"
@kiwicarrotcake Avatar @kiwicarrotcake on X 2025-07-25 18:30:42 UTC XXX followers, XXX engagements

"don't think I've read a fluffier headline than the $lbrt $oklo one absolutely nothing of substance lbrt is already an investor in oklo"
@kiwicarrotcake Avatar @kiwicarrotcake on X 2025-07-23 14:56:29 UTC XXX followers, XXX engagements

"don't get this thing is trading at like XXX ebitda on stabilizing business trimmed $XXXX on this lot $amn"
@kiwicarrotcake Avatar @kiwicarrotcake on X 2025-07-22 13:58:12 UTC XXX followers, XXX engagements

"Nice $kss.should get close to 150- XXX% on the calls am however down XX% on lmt"
@kiwicarrotcake Avatar @kiwicarrotcake on X 2025-07-22 13:01:06 UTC XXX followers, XXX engagements

"don't worry $ai holders c suite executives are hurting from poor performance too"
@kiwicarrotcake Avatar @kiwicarrotcake on X 2025-07-24 15:41:14 UTC XXX followers, XXX engagements

"$lyft about XX% away from where it traded last earnings and ripped XX% Doesn't sound like business has deterioted since Adding more $XXXXX I realize the company won't exist in X years"
@kiwicarrotcake Avatar @kiwicarrotcake on X 2025-07-25 17:27:03 UTC XXX followers, XXX engagements

"that $wire acquisition looking phenomenal"
@kiwicarrotcake Avatar @kiwicarrotcake on X 2025-07-11 02:55:23 UTC XXX followers, XXX engagements

"$amn gapped up XX% from these levels last earnings not sure anything has materially changed so if business as usual. adding long will continue to add if it dips"
@kiwicarrotcake Avatar @kiwicarrotcake on X 2025-07-16 19:01:14 UTC XXX followers, XXX engagements

"$oklo $smr pushing $XX billion on X GW by 2030 vs 41GW for $vst at $XX billion f***** nuts on any level"
@kiwicarrotcake Avatar @kiwicarrotcake on X 2025-07-24 14:57:09 UTC XXX followers, XXX engagements

"$dow should have gutted the whole dividend"
@kiwicarrotcake Avatar @kiwicarrotcake on X 2025-07-24 13:19:07 UTC XXX followers, XXX engagements

"$amn none of the upside all the downside added $18.6"
@kiwicarrotcake Avatar @kiwicarrotcake on X 2025-07-21 18:59:36 UTC XXX followers, XXX engagements

"why is $exel never mentioned as a buy out target"
@kiwicarrotcake Avatar @kiwicarrotcake on X 2025-07-10 16:44:34 UTC XXX followers, XXX engagements

"$amn august XXXX puts going for .8 wondering how bad earnings would have to be for that to pay out adding more $19.25"
@kiwicarrotcake Avatar @kiwicarrotcake on X 2025-07-21 15:52:50 UTC XXX followers, XXX engagements

"if you're $open surely this is a gift from someone to do a $500mm offering"
@kiwicarrotcake Avatar @kiwicarrotcake on X 2025-07-21 16:17:06 UTC XXX followers, XXX engagements

creator/twitter::1243560257307238400/posts
/creator/twitter::1243560257307238400/posts