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[@kiwicarrotcake](/creator/twitter/kiwicarrotcake)
"$mgm long 34.55"  
[X Link](https://x.com/kiwicarrotcake/status/1973078172301144466) [@kiwicarrotcake](/creator/x/kiwicarrotcake) 2025-09-30T17:31Z XXX followers, XXX engagements


"realize there is more going on here but $smlr"  
[X Link](https://x.com/kiwicarrotcake/status/1977741289438281918) [@kiwicarrotcake](/creator/x/kiwicarrotcake) 2025-10-13T14:20Z XXX followers, 1447 engagements


"anyone know the odds off $aci receiving the $XXX million break up fee form $kr. seems material"  
[X Link](https://x.com/kiwicarrotcake/status/1962931418150883378) [@kiwicarrotcake](/creator/x/kiwicarrotcake) 2025-09-02T17:31Z XXX followers, XXX engagements


"$aci pushing sub 3x ebitda is definitely on the lower end for grocery things are going that poorly for them"  
[X Link](https://x.com/kiwicarrotcake/status/1962966323744432527) [@kiwicarrotcake](/creator/x/kiwicarrotcake) 2025-09-02T19:50Z XXX followers, 1165 engagements


"good stuff calls pushing XXX% trimming equity over $XXXX $b"  
[X Link](https://x.com/kiwicarrotcake/status/1978829250980401275) [@kiwicarrotcake](/creator/x/kiwicarrotcake) 2025-10-16T14:23Z XXX followers, XXX engagements


"$ibkr long $66.2"  
[X Link](https://x.com/kiwicarrotcake/status/1979178137310130356) [@kiwicarrotcake](/creator/x/kiwicarrotcake) 2025-10-17T13:30Z XXX followers, XXX engagements


"good stuff out $XX $ibkr"  
[X Link](https://x.com/kiwicarrotcake/status/1979181502798667780) [@kiwicarrotcake](/creator/x/kiwicarrotcake) 2025-10-17T13:43Z XXX followers, XXX engagements


"$aci clutch"  
[X Link](https://x.com/kiwicarrotcake/status/1979191418045272428) [@kiwicarrotcake](/creator/x/kiwicarrotcake) 2025-10-17T14:23Z XXX followers, XXX engagements


"if you are wildly bullish on $four the 2028 call leaps strategies aren't terrible expensive i"  
[X Link](https://x.com/kiwicarrotcake/status/1979229563143016594) [@kiwicarrotcake](/creator/x/kiwicarrotcake) 2025-10-17T16:54Z XXX followers, XXX engagements


"don't think folks on twitter realize how long it's going to take folks to wean off $wu. y'all out here thinking every XX year old is going to use some random stable coin to shift back home is delusional"  
[X Link](https://x.com/kiwicarrotcake/status/1960373499869954104) [@kiwicarrotcake](/creator/x/kiwicarrotcake) 2025-08-26T16:07Z XXX followers, 1081 engagements


"well this is dumb $gap"  
[X Link](https://x.com/kiwicarrotcake/status/1963602637422559306) [@kiwicarrotcake](/creator/x/kiwicarrotcake) 2025-09-04T13:58Z XXX followers, XXX engagements


"Realize everyone hates $wu and I get it. Feels like tobacco to me where they will keep chugging along on flattish growth and folks think they cease to exist in X years. They did pay the final $XXX million past X years for the Tax act settlement a few years ago Target is $11"  
[X Link](https://x.com/kiwicarrotcake/status/1963991859694346636) [@kiwicarrotcake](/creator/x/kiwicarrotcake) 2025-09-05T15:45Z XXX followers, XXX engagements


"we've quickly forgotten about $whr dog *** earnings. clearly lower rates will solve all their problems"  
[X Link](https://x.com/kiwicarrotcake/status/1965063130754818057) [@kiwicarrotcake](/creator/x/kiwicarrotcake) 2025-09-08T14:42Z XXX followers, XXX engagements


"$mtn cut the dividend in half pay your workers more money start cutting debt all there f****** is to it"  
[X Link](https://x.com/kiwicarrotcake/status/1966560942294000112) [@kiwicarrotcake](/creator/x/kiwicarrotcake) 2025-09-12T17:54Z XXX followers, XXX engagements


"$mtn executives doing the "let's try everything instead of listening to our customers strategy""  
[X Link](https://x.com/kiwicarrotcake/status/1973014886893699308) [@kiwicarrotcake](/creator/x/kiwicarrotcake) 2025-09-30T13:19Z XXX followers, XXX engagements


"if only the X% can afford to ski $mtn.is not a problem. there will always be the 1%.so business should be fine. $bros more $XXXX $dx XXXXX $aci $17.25"  
[X Link](https://x.com/kiwicarrotcake/status/1973389786543952040) [@kiwicarrotcake](/creator/x/kiwicarrotcake) 2025-10-01T14:09Z XXX followers, XXX engagements


"$team approaching X years of nothing still don't know if it's cheap enough here"  
[X Link](https://x.com/kiwicarrotcake/status/1973752290625663186) [@kiwicarrotcake](/creator/x/kiwicarrotcake) 2025-10-02T14:09Z XXX followers, 1054 engagements


"added a bit of $slno XXXX $bkkt if $XX will short calls see how stupid this can get $sfm will break my 10x ebitda grocer rule and go long if it hits $XXX before earnings"  
[X Link](https://x.com/kiwicarrotcake/status/1973769091526889909) [@kiwicarrotcake](/creator/x/kiwicarrotcake) 2025-10-02T15:16Z XXX followers, 1296 engagements


"buying more $mtn if we keep minting new millionaires every day"  
[X Link](https://x.com/kiwicarrotcake/status/1974152089841643674) [@kiwicarrotcake](/creator/x/kiwicarrotcake) 2025-10-03T16:38Z XXX followers, XXX engagements


"$svndy is XX% of the portfolio"  
[X Link](https://x.com/kiwicarrotcake/status/1974182886900367390) [@kiwicarrotcake](/creator/x/kiwicarrotcake) 2025-10-03T18:40Z XXX followers, XXX engagements


"$wing long $243"  
[X Link](https://x.com/kiwicarrotcake/status/1975193472782184452) [@kiwicarrotcake](/creator/x/kiwicarrotcake) 2025-10-06T13:36Z XXX followers, XXX engagements


"going max long $wing stop"  
[X Link](https://x.com/kiwicarrotcake/status/1975277199663243385) [@kiwicarrotcake](/creator/x/kiwicarrotcake) 2025-10-06T19:09Z XXX followers, XXX engagements


"dunno man $gap historically does $400-$600mm in FCF over the holidays. the 2027 $XX puts going for .5 unless the company went ham on the buybacks or did some dumb acquisition they could have close to 80-90% of their mc in cash at the price. assuming no Great Depression here"  
[X Link](https://x.com/kiwicarrotcake/status/1976306796517114289) [@kiwicarrotcake](/creator/x/kiwicarrotcake) 2025-10-09T15:20Z XXX followers, XXX engagements


"interesting. would put it near $XXX billion short term debt covered form cash on hand and dickies sale no debt until 2028 not sure I get this trade if they were bought $vfc"  
[X Link](https://x.com/kiwicarrotcake/status/1976729659447415027) [@kiwicarrotcake](/creator/x/kiwicarrotcake) 2025-10-10T19:20Z XXX followers, XXX engagements


"$b long November calls and equity at 33.4"  
[X Link](https://x.com/kiwicarrotcake/status/1978170781902196845) [@kiwicarrotcake](/creator/x/kiwicarrotcake) 2025-10-14T18:47Z XXX followers, XXX engagements


"Apollo gets it. Market gave you the opportunity below $XX after the news came out. wild. options were dirt cheap too. $pzza"  
[X Link](https://x.com/kiwicarrotcake/status/1978204609953796578) [@kiwicarrotcake](/creator/x/kiwicarrotcake) 2025-10-14T21:01Z XXX followers, 1613 engagements


"$oklo almost worth as much as $svndy which will do $XX billion+ ebitda next X years"  
[X Link](https://x.com/kiwicarrotcake/status/1978456643722412076) [@kiwicarrotcake](/creator/x/kiwicarrotcake) 2025-10-15T13:43Z XXX followers, XXX engagements


"$amzn more $217"  
[X Link](https://x.com/kiwicarrotcake/status/1978457038561657118) [@kiwicarrotcake](/creator/x/kiwicarrotcake) 2025-10-15T13:44Z XXX followers, XXX engagements


"safe to short $glob October 2027 $XX puts for $XXX would put it near $XXXX billion what a disaster that one has been"  
[X Link](https://x.com/kiwicarrotcake/status/1966134197946347884) [@kiwicarrotcake](/creator/x/kiwicarrotcake) 2025-09-11T13:38Z XXX followers, XXX engagements


"No one chooses to be exit liquidity: $stub $gemi You hate to see it wonderful companies"  
[X Link](https://x.com/kiwicarrotcake/status/1970150400838803852) [@kiwicarrotcake](/creator/x/kiwicarrotcake) 2025-09-22T15:37Z XXX followers, 1336 engagements


"Don't get it where are all the folks who made life changing money buying the bottom ticks on these alt coin"  
[X Link](https://x.com/kiwicarrotcake/status/1977099587270984009) [@kiwicarrotcake](/creator/x/kiwicarrotcake) 2025-10-11T19:50Z XXX followers, XXX engagements


"$aci solid but boring"  
[X Link](https://x.com/kiwicarrotcake/status/1978073067873079652) [@kiwicarrotcake](/creator/x/kiwicarrotcake) 2025-10-14T12:19Z XXX followers, XXX engagements


"never got to XXX. $XXX now not bad $aci"  
[X Link](https://x.com/kiwicarrotcake/status/1978120386953818277) [@kiwicarrotcake](/creator/x/kiwicarrotcake) 2025-10-14T15:27Z XXX followers, XXX engagements


"$pgr long 219"  
[X Link](https://x.com/kiwicarrotcake/status/1978462279856250957) [@kiwicarrotcake](/creator/x/kiwicarrotcake) 2025-10-15T14:05Z XXX followers, XXX engagements


"shorting more $serv calls 2026 strikes"  
[X Link](https://x.com/kiwicarrotcake/status/1978467817155637723) [@kiwicarrotcake](/creator/x/kiwicarrotcake) 2025-10-15T14:27Z XXX followers, XXX engagements


"bought these calls on this tweet. $pgr that's it. didn't read anything else. so far so good"  
[X Link](https://x.com/kiwicarrotcake/status/1978539369053991205) [@kiwicarrotcake](/creator/x/kiwicarrotcake) 2025-10-15T19:11Z XXX followers, 2842 engagements


"added a few small cap financials for more guaranteed pain tomorrow"  
[X Link](https://x.com/kiwicarrotcake/status/1978878474220695727) [@kiwicarrotcake](/creator/x/kiwicarrotcake) 2025-10-16T17:39Z XXX followers, XXX engagements


"$jbht options pricing was a bit off for this move"  
[X Link](https://x.com/kiwicarrotcake/status/1978815177219801397) [@kiwicarrotcake](/creator/x/kiwicarrotcake) 2025-10-16T13:27Z XXX followers, XXX engagements


"$tsm still seems like cheapest play"  
[X Link](https://x.com/kiwicarrotcake/status/1978895571415867558) [@kiwicarrotcake](/creator/x/kiwicarrotcake) 2025-10-16T18:47Z XXX followers, XXX engagements


"da heck y'all still bidding $tpl here. no one is building data centers there yet"  
[X Link](https://x.com/kiwicarrotcake/status/1973845595610821044) [@kiwicarrotcake](/creator/x/kiwicarrotcake) 2025-10-02T20:20Z XXX followers, XXX engagements


"didn't realize markets took $fast to 50x ebitda. a bit wild"  
[X Link](https://x.com/kiwicarrotcake/status/1977763006910955817) [@kiwicarrotcake](/creator/x/kiwicarrotcake) 2025-10-13T15:47Z XXX followers, XXX engagements


"$tpl still at $XX billion.unh"  
[X Link](https://x.com/kiwicarrotcake/status/1978095556317569429) [@kiwicarrotcake](/creator/x/kiwicarrotcake) 2025-10-14T13:48Z XXX followers, XXX engagements


"bought $mgm calls and equity below 31.55"  
[X Link](https://x.com/kiwicarrotcake/status/1978892300081054034) [@kiwicarrotcake](/creator/x/kiwicarrotcake) 2025-10-16T18:34Z XXX followers, XXX engagements


"The math no longer maths $LW wtf are they doing taking on debt for buybacks"  
[X Link](https://x.com/kiwicarrotcake/status/1968415210068148270) [@kiwicarrotcake](/creator/x/kiwicarrotcake) 2025-09-17T20:42Z XXX followers, XXX engagements


"$mktx don't love it but starting at $183"  
[X Link](https://x.com/kiwicarrotcake/status/1968686779688522229) [@kiwicarrotcake](/creator/x/kiwicarrotcake) 2025-09-18T14:41Z XXX followers, XXX engagements


"really hoping $lyb cuts the dividend and we get a XX% sell off so I can buy the January 2028 call leaps. XX% move here would move them 50%ish"  
[X Link](https://x.com/kiwicarrotcake/status/1970605563760492626) [@kiwicarrotcake](/creator/x/kiwicarrotcake) 2025-09-23T21:45Z XXX followers, 1442 engagements


"don't see how $lyb $fmc $hun don't cut their dividends"  
[X Link](https://x.com/kiwicarrotcake/status/1976672187244589565) [@kiwicarrotcake](/creator/x/kiwicarrotcake) 2025-10-10T15:32Z XXX followers, XXX engagements


"whatever the f*** this is is up 20%.good stuff $gig"  
[X Link](https://x.com/kiwicarrotcake/status/1978454459031171186) [@kiwicarrotcake](/creator/x/kiwicarrotcake) 2025-10-15T13:34Z XXX followers, XXX engagements


"$tpl folks going to pay $XX billion even if oil hits a X handle aren't they"  
[X Link](https://x.com/kiwicarrotcake/status/1979230338363638202) [@kiwicarrotcake](/creator/x/kiwicarrotcake) 2025-10-17T16:57Z XXX followers, XXX engagements