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[@dan_tmt](/creator/twitter/dan_tmt)
"JANA increased their stake in $THS by XX% to now own XXXX% of the company. Seems to be a great takeover target to me at these prices"  
[X Link](https://x.com/dan_tmt/status/1956073386238730384) [@dan_tmt](/creator/x/dan_tmt) 2025-08-14T19:20Z 2582 followers, XXX engagements


"Digital infrastructure stocks getting hit today on SpaceX news. MNOs also down. $SATS $CCI $AMT $SBAC $T $VZ $TMUS"  
[X Link](https://x.com/dan_tmt/status/1965058621378810318) [@dan_tmt](/creator/x/dan_tmt) 2025-09-08T14:24Z 2582 followers, 1020 engagements


"Appears to be some rumors going around about a takeover of $THS 🤔"  
[X Link](https://x.com/dan_tmt/status/1972676619690016934) [@dan_tmt](/creator/x/dan_tmt) 2025-09-29T14:55Z 2582 followers, 7296 engagements


"This Octus post on LinkedIn appears to be the post making $THS go up"  
[X Link](https://x.com/dan_tmt/status/1972712116756111810) [@dan_tmt](/creator/x/dan_tmt) 2025-09-29T17:16Z 2582 followers, 20.2K engagements


"$THS @ $3b equates to around $27/share according to my simple calc. Stock is up XX% to $XX right now. I personally consider Octus to generally be a credible source and they seem to know a lot about the proposed transaction. I'm in and surprised the stock isn't higher based on this info. Hopefully they are correct and deal gets announced soon. 🤞"  
[X Link](https://x.com/dan_tmt/status/1972741545930391872) [@dan_tmt](/creator/x/dan_tmt) 2025-09-29T19:13Z 2578 followers, 17.9K engagements


"$THS is looking good this morning. Seems like analysts believe this offer is legit. +11%"  
[X Link](https://x.com/dan_tmt/status/1973020677604270113) [@dan_tmt](/creator/x/dan_tmt) 2025-09-30T13:42Z 2582 followers, 1733 engagements


"If you want to understand why $EA is worth $XX billion"  
[X Link](https://x.com/dan_tmt/status/1976671555469082629) [@dan_tmt](/creator/x/dan_tmt) 2025-10-10T15:29Z 2577 followers, 2626 engagements


"$PACS is in my too hard pile. Interesting situation though. -XX% today"  
[X Link](https://x.com/dan_tmt/status/1965417145711419837) [@dan_tmt](/creator/x/dan_tmt) 2025-09-09T14:08Z 2576 followers, 1634 engagements


"Octus not backing down from their claims that Investindustrial is prepping a bid for Treehouse Foods $THS"  
[X Link](https://x.com/dan_tmt/status/1973407551296290880) [@dan_tmt](/creator/x/dan_tmt) 2025-10-01T15:19Z 2576 followers, 15.9K engagements


"$LAKE down XX% today. Interesting company"  
[X Link](https://x.com/dan_tmt/status/1932519829400846796) [@dan_tmt](/creator/x/dan_tmt) 2025-06-10T19:26Z 2576 followers, 1406 engagements


"$NN hired the CFO from $ATEX 👀"  
[X Link](https://x.com/dan_tmt/status/1970120730374234596) [@dan_tmt](/creator/x/dan_tmt) 2025-09-22T13:39Z 2577 followers, 2547 engagements


"$SOND = $X today"  
[X Link](https://x.com/dan_tmt/status/1977748685967471101) [@dan_tmt](/creator/x/dan_tmt) 2025-10-13T14:50Z 2575 followers, 1257 engagements


"Took them two months to update their PT from $XX on $SATS"  
[X Link](https://x.com/dan_tmt/status/1980239426598158447) [@dan_tmt](/creator/x/dan_tmt) 2025-10-20T11:47Z 2574 followers, 4379 engagements


"Reading Andrew Ross Sorkin's new book: 1929. It has me thinking a lot about the parallels with today. It's interesting that there was a major rise in socialism in the US in the 1930s similar to what we are seeing today. While the stock market hasn't crashed (yet🤷) the economy has already "crashed" for many young people that are now adopting socialistic viewpoints and voting for people like Mamdani. It's a worrying trend"  
[X Link](https://x.com/dan_tmt/status/1980349928766586953) [@dan_tmt](/creator/x/dan_tmt) 2025-10-20T19:06Z 2574 followers, 1013 engagements


"$IRDM selected by the U.S. Department of Transportation (DOT) for an award through its Complementary Positioning Navigation and Timing (CPNT) Action Plan Rapid Phase Award IIto support a broad network deployment of Iridium PNT services. Iridium is working with T-Mobile (NASDAQ: $TMUS) to launch live-site activations across the United States which delivers state-of-the-art 5G network complementary timing synchronization that further strengthens their network resilience and helps to ensure customers enjoy the most reliable experience possible"  
[X Link](https://x.com/dan_tmt/status/1980623822933082459) [@dan_tmt](/creator/x/dan_tmt) 2025-10-21T13:14Z 2574 followers, 2637 engagements