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[@BoxLongs](/creator/twitter/BoxLongs)
"@SixSigmaCapital it def started as deal arb. $rdfn and $coop created a massive short position. have not dissected the likely % that are arbs. just own $rkt for the vision of Varun to roll up the industry"  
![@BoxLongs Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1338915420691161091.png) [@BoxLongs](/creator/x/BoxLongs) on [X](/post/tweet/1947798190796808304) 2025-07-22 23:17:31 UTC 2734 followers, XXX engagements


"$LDI CEO needs to decide if he wants to fish or build. The industry is in midst of a consolidation wave. The faster payout is to sell it the 10x payout is to get back in the saddle and build. Either way i think you will make a lot of money in $LDI from current levels. Tony"  
![@BoxLongs Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1338915420691161091.png) [@BoxLongs](/creator/x/BoxLongs) on [X](/post/tweet/1946749306586722726) 2025-07-20 01:49:38 UTC 2733 followers, 1495 engagements


"$RKT best part of this massive new financial powerhouse is the cost cutting. block and tackle to dramatically higher eps. still have not seen proper analysis on all the combined assets with costs out. eps revision cycle UP"  
![@BoxLongs Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1338915420691161091.png) [@BoxLongs](/creator/x/BoxLongs) on [X](/post/tweet/1947814522787430886) 2025-07-23 00:22:25 UTC 2734 followers, 1615 engagements


"@beaniemaxi $CDLX i would love an update on what these X think at these prices ($2). Mad scientists. All in. Sliver of levered equity. $CVNA"  
![@BoxLongs Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1338915420691161091.png) [@BoxLongs](/creator/x/BoxLongs) on [X](/post/tweet/1948770327984488751) 2025-07-25 15:40:27 UTC 2737 followers, 1537 engagements


"$RBLX is a rad platform. Next stop 200M DAU. so early still- so many haters in hedge fund land"  
![@BoxLongs Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1338915420691161091.png) [@BoxLongs](/creator/x/BoxLongs) on [X](/post/tweet/1948774312237732070) 2025-07-25 15:56:17 UTC 2737 followers, XXX engagements


"$RBLX so much negativity- which is amazing. I almost never see intelligent discussion about the estimate revisions. Maybe you can get lucky and top tick the short. But unless you are building conviction in estimate cuts. What are you playing for Multiple compression"  
![@BoxLongs Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1338915420691161091.png) [@BoxLongs](/creator/x/BoxLongs) on [X](/post/tweet/1946911229596819628) 2025-07-20 12:33:03 UTC 2737 followers, 2899 engagements


"$LDI 10B5 sales on the lows. Reminds me of $BLND in 2023. When cycle kicks in- Torque takes over"  
![@BoxLongs Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1338915420691161091.png) [@BoxLongs](/creator/x/BoxLongs) on [X](/post/tweet/1947768805167341685) 2025-07-22 21:20:45 UTC 2737 followers, 1875 engagements


"$LDI will be 2x beta of $RKT during next rate cycle. For now they keep kicking the can stay in the game"  
![@BoxLongs Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1338915420691161091.png) [@BoxLongs](/creator/x/BoxLongs) on [X](/post/tweet/1948769376913457604) 2025-07-25 15:36:40 UTC 2737 followers, XXX engagements


"@SixSigmaCapital long $coop short $rkt for the arb i guess ()"  
![@BoxLongs Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1338915420691161091.png) [@BoxLongs](/creator/x/BoxLongs) on [X](/post/tweet/1947797481959407961) 2025-07-22 23:14:42 UTC 2732 followers, XXX engagements


"$RBLX this chart is a thing of beauty. 2026 EBITDA. absolutely RIPPING"  
![@BoxLongs Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1338915420691161091.png) [@BoxLongs](/creator/x/BoxLongs) on [X](/post/tweet/1947062843800510962) 2025-07-20 22:35:31 UTC 2737 followers, 2229 engagements


"$LDI should have a big catch up trade to $RKT. arguably a better target given industry consolidation and need for permanent CEO leadership in a rapidly consolidating industry post $RKT $RDFN $COOP. $LDI has been lagging based on liquidity forced sales. fair value is much higher"  
![@BoxLongs Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1338915420691161091.png) [@BoxLongs](/creator/x/BoxLongs) on [X](/post/tweet/1947799182565409004) 2025-07-22 23:21:28 UTC 2732 followers, 1325 engagements


"@srg444 if u missed $RKT i think $LDI might be a target for M&A"  
![@BoxLongs Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1338915420691161091.png) [@BoxLongs](/creator/x/BoxLongs) on [X](/post/tweet/1947798377011257469) 2025-07-22 23:18:16 UTC 2732 followers, XXX engagements


"@DarvasBoxAI $RKT is launching. $20s incoming"  
![@BoxLongs Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1338915420691161091.png) [@BoxLongs](/creator/x/BoxLongs) on [X](/post/tweet/1947797685160784330) 2025-07-22 23:15:31 UTC 2732 followers, XXX engagements


"$CDLX earnings call on 8/6 has taken on much more importance than normal. Given what has transpired in the past few days w former high fliers that are down XX% seeing explosive growth in volume + attention. Now is the right time to revisit every broken story. Some of these names have reloaded exec talent taken down guidance issued new options and now have extremely asymmetric set ups for valuation + forward estimates + even better prospects. $CDLX is the poster child for this set up. if the call goes well they can attract $100s of millions in fresh capital and reload the investor base. This"  
![@BoxLongs Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1338915420691161091.png) [@BoxLongs](/creator/x/BoxLongs) on [X](/post/tweet/1948162454862594111) 2025-07-23 23:24:59 UTC 2737 followers, 2365 engagements