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[@ACapitalLP](/creator/twitter/ACapitalLP)
"Does it count as a special situation if $IAC literally highlights their NYC HQ building as a key asset Peak discount-to-NAV energy. $NYT / Carlos Slim 2009 vibes"  
![@ACapitalLP Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1464723042005917705.png) [@ACapitalLP](/creator/x/ACapitalLP) on [X](/post/tweet/1943287195575407003) 2025-07-10 12:32:26 UTC 8691 followers, 3912 engagements


"Q: When the $CRWV lockup expires and selling pressure hits $CORZ trades down on the ratio. Does that spark a revolt Do shareholders push for a bump or scrap the deal entirely With the lockup out of the way is $CORZ a year-end rip"  
![@ACapitalLP Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1464723042005917705.png) [@ACapitalLP](/creator/x/ACapitalLP) on [X](/post/tweet/1949131162632233336) 2025-07-26 15:34:16 UTC 8695 followers, 5281 engagements


"@invertedfragil1 Usually agree but some trades are obvious even when widely pitched See: $TLN $NBIS $LYV"  
![@ACapitalLP Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1464723042005917705.png) [@ACapitalLP](/creator/x/ACapitalLP) on [X](/post/tweet/1949199229932749219) 2025-07-26 20:04:45 UTC 8693 followers, XXX engagements


"@SpecSitsCapMgmt I heard Sydney Sweeney is a power user of Ukrainian mobile broadband"  
![@ACapitalLP Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1464723042005917705.png) [@ACapitalLP](/creator/x/ACapitalLP) on [X](/post/tweet/1948790143940231391) 2025-07-25 16:59:11 UTC 8691 followers, XXX engagements


"$RIOT: better asset worse management team $IREN: worse asset better management team"  
![@ACapitalLP Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1464723042005917705.png) [@ACapitalLP](/creator/x/ACapitalLP) on [X](/post/tweet/1947068773686464830) 2025-07-20 22:59:05 UTC 8690 followers, 1953 engagements


"@dlitten4 Regulatory: CA Wildfire Fund Recap + SB254 (securitization / rate reform)"  
![@ACapitalLP Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1464723042005917705.png) [@ACapitalLP](/creator/x/ACapitalLP) on [X](/post/tweet/1947233779308720532) 2025-07-21 09:54:45 UTC 8691 followers, XXX engagements


"@SpecSitsCapMgmt You like $VEON better than $CCIR"  
![@ACapitalLP Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1464723042005917705.png) [@ACapitalLP](/creator/x/ACapitalLP) on [X](/post/tweet/1945653502103200238) 2025-07-17 01:15:18 UTC 8695 followers, XXX engagements


"@pennycheck Has the $BUR corporate jet flown to Buenos Aires recently"  
![@ACapitalLP Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1464723042005917705.png) [@ACapitalLP](/creator/x/ACapitalLP) on [X](/post/tweet/1947104396556533918) 2025-07-21 01:20:38 UTC 8695 followers, 1711 engagements


"Q: Whats the most asymmetric setup youre tracking right now (credit or equity)"  
![@ACapitalLP Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1464723042005917705.png) [@ACapitalLP](/creator/x/ACapitalLP) on [X](/post/tweet/1940099797341675913) 2025-07-01 17:26:51 UTC 8694 followers, 118.9K engagements


"@SpecSitsCapMgmt Agreed - its strange especially with no real risk of the deal falling apart given the NRAs in place and the minimum cash adjustment already baked in. Youd expect $CCIR to track $VEON more closely heading into the Aug XX vote Also what will float be post-close 🤔"  
![@ACapitalLP Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1464723042005917705.png) [@ACapitalLP](/creator/x/ACapitalLP) on [X](/post/tweet/1948789972800016628) 2025-07-25 16:58:30 UTC 8695 followers, XXX engagements


"The $HESM / $CVX trade seems like a clean carry + event trade - what am I missing"  
![@ACapitalLP Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1464723042005917705.png) [@ACapitalLP](/creator/x/ACapitalLP) on [X](/post/tweet/1949192906256142716) 2025-07-26 19:39:37 UTC 8695 followers, 2951 engagements


"Q: Best near-term catalyst trade $CORZ $BUR $VKTX $LQDA"  
![@ACapitalLP Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1464723042005917705.png) [@ACapitalLP](/creator/x/ACapitalLP) on [X](/post/tweet/1949824075712323608) 2025-07-28 13:27:40 UTC 8695 followers, 4804 engagements


"Interesting special situations $GLIBK $CORZ $RIOT / $IREN $ZEG.L $LQDA $SOC $ABUS $PCG $LION What else"  
![@ACapitalLP Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1464723042005917705.png) [@ACapitalLP](/creator/x/ACapitalLP) on [X](/post/tweet/1947089384911609902) 2025-07-21 00:20:59 UTC 8695 followers, 24.1K engagements


"Were post-USF decision. Legacy shareholder rotation might drive some near-term flows but whats the real catalyst now Does this ever actually get real money flowing 👀 Only real path seems like eventual PE or strategic takeout. Thoughts"  
![@ACapitalLP Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1464723042005917705.png) [@ACapitalLP](/creator/x/ACapitalLP) on [X](/post/tweet/1945259527928004812) 2025-07-15 23:09:47 UTC 8693 followers, 2554 engagements


"Will add: Negative EV biotechs: $CNTB $BNR $BCYC $BIOA $KROS $WHWK $ANRO"  
![@ACapitalLP Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1464723042005917705.png) [@ACapitalLP](/creator/x/ACapitalLP) on [X](/post/tweet/1947425261840175594) 2025-07-21 22:35:38 UTC 8696 followers, 2314 engagements


"Not convinced the 9/15 EPC validity expiration/FID is enough to move $NEXT. Market may have already priced it in"  
![@ACapitalLP Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1464723042005917705.png) [@ACapitalLP](/creator/x/ACapitalLP) on [X](/post/tweet/1949994866508709920) 2025-07-29 00:46:19 UTC 8695 followers, 1373 engagements