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[@ACapitalLP](/creator/twitter/ACapitalLP)
"Any color on this $NFE debt for equity swap"  
[X Link](https://x.com/ACapitalLP/status/1976730332100489532) [@ACapitalLP](/creator/x/ACapitalLP) 2025-10-10T19:23Z 9175 followers, 2467 engagements


"Not sure why $NWSA continues to trade at such a steep discount to $NWS now that the Murdoch Family Trust litigation is behind us"  
[X Link](https://x.com/ACapitalLP/status/1968792647037850108) [@ACapitalLP](/creator/x/ACapitalLP) 2025-09-18T21:42Z 9174 followers, 4483 engagements


"Especially on a day where all of the underperformance is driven by the over performance of the $MGM leg 🤷♂"  
[X Link](https://x.com/ACapitalLP/status/1972726215929729162) [@ACapitalLP](/creator/x/ACapitalLP) 2025-09-29T18:12Z 9174 followers, 3863 engagements


"@absreturnchaser $JEF - PT is high-$70s. Stock dislocated on First Brands noise but capital markets tailwind is intact. The private credit worries (yes docs have been loose for years) will take longer to play out. Excellent entry for a snap-back post 10/16 Investor Day (if not Jan earnings)"  
[X Link](https://x.com/ACapitalLP/status/1978247773926429148) [@ACapitalLP](/creator/x/ACapitalLP) 2025-10-14T23:53Z 9174 followers, 2379 engagements


"What will be the outcome of the pending $CORZ / $CRWV transaction at the special meeting on 10/30/25 (0.1235 shares of $CRWV for X share of $CORZ)"  
[X Link](https://x.com/ACapitalLP/status/1978250940722401457) [@ACapitalLP](/creator/x/ACapitalLP) 2025-10-15T00:05Z 9175 followers, 11.1K engagements


"@huntforcatalyst This my $FLUT long thesis:"  
[X Link](https://x.com/ACapitalLP/status/1978551302427676970) [@ACapitalLP](/creator/x/ACapitalLP) 2025-10-15T19:59Z 9175 followers, XXX engagements


"$CORZ still trading XX% above its implied deal price despite $CRWV reiterating yesterday that the .1235 ratio as best and final. The arb is likely telling you whats next"  
[X Link](https://x.com/ACapitalLP/status/1979264436830359761) [@ACapitalLP](/creator/x/ACapitalLP) 2025-10-17T19:13Z 9175 followers, 6759 engagements


"Anyone have any good idiosyncratic short ideas propped up by this frothy market Here are a few of mine: $ASTS X satellites no cash flow $35bn market cap. $EOSE it was a B. Riley SPAC $OPEN Meme bounce still structurally broken"  
[X Link](https://x.com/ACapitalLP/status/1979313997255184693) [@ACapitalLP](/creator/x/ACapitalLP) 2025-10-17T22:30Z 9175 followers, 39.8K engagements


"Whats the right multiple for $IAC division People Inc. Street has comp $ZD at 4.0x"  
[X Link](https://x.com/ACapitalLP/status/1972981894313894210) [@ACapitalLP](/creator/x/ACapitalLP) 2025-09-30T11:08Z 9174 followers, 1060 engagements


"AI / HPC Value Hunting $CORZ $APLD $BTDR $CIFR $IREN $HUT"  
[X Link](https://x.com/ACapitalLP/status/1975717501888815156) [@ACapitalLP](/creator/x/ACapitalLP) 2025-10-08T00:18Z 9174 followers, 13.5K engagements


"The next crash is going to be ugly. I dont know timing - could be X months could be X years. But when your taxi driver and 14-year-old cousin both have diehard conviction in the same AI crypto nuclear stock thats already quintupled if thats not a sign I really dont know what is"  
[X Link](https://x.com/ACapitalLP/status/1979569643200135517) [@ACapitalLP](/creator/x/ACapitalLP) 2025-10-18T15:25Z 9175 followers, 69K engagements


"How much of $BUR current value is embedded optionally on the YPF case vs. core legal operating business"  
[X Link](https://x.com/ACapitalLP/status/1966937628588253457) [@ACapitalLP](/creator/x/ACapitalLP) 2025-09-13T18:50Z 9148 followers, 2692 engagements


"Read-through for $SLG"  
[X Link](https://x.com/ACapitalLP/status/1967364594911105090) [@ACapitalLP](/creator/x/ACapitalLP) 2025-09-14T23:07Z 9149 followers, 3858 engagements


"Whats your favorite name with a material catalyst on the horizon On my radar: $TLN December PJM Auction $SATS AWS-3 Sale $COMM Amphenol transaction"  
[X Link](https://x.com/ACapitalLP/status/1968288850784231904) [@ACapitalLP](/creator/x/ACapitalLP) 2025-09-17T12:20Z 9149 followers, 2995 engagements


"Will add: $ABUS - LNP Summary Judgement Motions (4Q25/1H26) $BUR - Oral Arguments (October 2025) $LYV - Antitrust Trial (1H26) $ZEG.L - FiberCo Monetization / Pref Redemption $HESM - CVX M&A"  
[X Link](https://x.com/ACapitalLP/status/1968314586261844122) [@ACapitalLP](/creator/x/ACapitalLP) 2025-09-17T14:02Z 9147 followers, 1777 engagements


"@Reignots $BUR share price behavior suggests the market ascribes at least some embedded value to the YPF litigation claim. If no value were embedded Argentine political or macro headlines would be irrelevant"  
[X Link](https://x.com/ACapitalLP/status/1969122608302932251) [@ACapitalLP](/creator/x/ACapitalLP) 2025-09-19T19:33Z 9146 followers, XXX engagements


"Favorite Event-Driven / Special Situations $BUR YPF litigation appeal + biz momentum $TLN Dec PJM auction + AWS/AMZN PPA upside $ZEG.L FiberCo monetization + pref redemption $RIOT AI/HPC pivot in progress hybrid until 2026 $HPP SF office leasing recovery + studio rebound $NFE Puerto Rico contract formalization + Brazil project online $LYV FTC case manageable Venue Nation mix shift intact $PLTK Transition new IP + DTC mix offsetting casino declines $SATS AWS-3 sale potential after SpaceX deal $NWSA Post-Lachlan settlement SOTP realization $NEXT Train X FID done Train X financing in sight;"  
[X Link](https://x.com/ACapitalLP/status/1969167484537151737) [@ACapitalLP](/creator/x/ACapitalLP) 2025-09-19T22:31Z 9146 followers, 14.7K engagements


"$KVUE setup is pretty clear: event-driven funds were loaded for the 2-yr spin/activism push then puked when the Tylenol/RFK headlines hit. Stock looks oversold - key Q is how big the liability and how long the overhang"  
[X Link](https://x.com/ACapitalLP/status/1974128596567666750) [@ACapitalLP](/creator/x/ACapitalLP) 2025-10-03T15:05Z 9127 followers, 4125 engagements


"@matthew_sigel Which AI/HPC pivot opportunity has the most convexity still: $CIFR $BTDR $WYFI"  
[X Link](https://x.com/ACapitalLP/status/1975674733304635820) [@ACapitalLP](/creator/x/ACapitalLP) 2025-10-07T21:28Z 9123 followers, XXX engagements


"@CapitalValor This is why I cut $BUR"  
[X Link](https://x.com/ACapitalLP/status/1976058974157013260) [@ACapitalLP](/creator/x/ACapitalLP) 2025-10-08T22:55Z 9147 followers, XXX engagements


"@SpecSitsCapMgmt And the faster $SATS becomes the public proxy for SpaceX due to its $8.5bn equity stake 🚀"  
[X Link](https://x.com/ACapitalLP/status/1976088491999322342) [@ACapitalLP](/creator/x/ACapitalLP) 2025-10-09T00:53Z 9111 followers, XXX engagements


"IMO: Trumps tariff announcement wasnt about China - it was about cooling the tape. Cant have every 0-revenue quantum shitco mooning at once. Feels a little like Liberation Day when politics made everyone certain a deep recession was coming Well see 🤷♂"  
[X Link](https://x.com/ACapitalLP/status/1977377565800009900) [@ACapitalLP](/creator/x/ACapitalLP) 2025-10-12T14:15Z 9149 followers, 2616 engagements


"Wonder if $EXO.NA is interesting post $RACE selloff"  
[X Link](https://x.com/ACapitalLP/status/1977835948432904414) [@ACapitalLP](/creator/x/ACapitalLP) 2025-10-13T20:36Z 9149 followers, 1848 engagements


"Where does $CORZ realistically trade on a break"  
[X Link](https://x.com/ACapitalLP/status/1978232770812858772) [@ACapitalLP](/creator/x/ACapitalLP) 2025-10-14T22:53Z 9127 followers, 3475 engagements


"@WSJBankruptcy The expos contains no smoking gun - if anything it reinforces the $JEF bull case. they used BDO-audited financials in a PowerPoint deck and didnt put off-balance-sheet financingon the balance sheet. Groundbreaking stuff"  
[X Link](https://x.com/ACapitalLP/status/1978593436287578556) [@ACapitalLP](/creator/x/ACapitalLP) 2025-10-15T22:46Z 9118 followers, 1895 engagements


"Interesting to see mandated arb unwinds in the $CORZ / $CRWV spread triggered purely by the $CRWV statement on best and final not ISS not the formal vote. One of those technical anomalies that can create opportunity"  
[X Link](https://x.com/ACapitalLP/status/1979187343752831279) [@ACapitalLP](/creator/x/ACapitalLP) 2025-10-17T14:06Z 9149 followers, 2836 engagements


"@d_lo187 Yo you wanna play some Xbox later Moms gonna make hot pockets"  
[X Link](https://x.com/ACapitalLP/status/1979535836728467916) [@ACapitalLP](/creator/x/ACapitalLP) 2025-10-18T13:11Z 9146 followers, XXX engagements


"$NWS was artificially pinned by the $XXXXX block trade from the Lachlan Murdoch / LGC HoldCo settlement. With that supply now likely absorbed the spread has drifted back to pre-settlement levels. But the so-called governance premium here still doesnt make much sense"  
[X Link](https://x.com/ACapitalLP/status/1973170773100732746) [@ACapitalLP](/creator/x/ACapitalLP) 2025-09-30T23:39Z 9158 followers, 2275 engagements


"Anyone have color on this $LYV move"  
[X Link](https://x.com/ACapitalLP/status/1973388452629512625) [@ACapitalLP](/creator/x/ACapitalLP) 2025-10-01T14:04Z 9155 followers, 4296 engagements


"$LYV drop since the 9/18 FTC filing feels misplaced: KPIs are good DOJs antitrust suit hasnt shifted and FTC remedies look headline-heavy but operationally light. Why is the market pricing in break-up style downside for whats essentially a consumer protection case"  
[X Link](https://x.com/ACapitalLP/status/1973779212978053457) [@ACapitalLP](/creator/x/ACapitalLP) 2025-10-02T15:56Z 9156 followers, 3241 engagements


"This is why the mispricing exists. $LYV"  
[X Link](https://x.com/ACapitalLP/status/1974595710415937873) [@ACapitalLP](/creator/x/ACapitalLP) 2025-10-04T22:01Z 9156 followers, 3092 engagements


"Kid Rock is my counterparty. If you told me two months ago Id be able to buy $LYV deltas in the low 150s ahead of Q3 I wouldve laughed"  
[X Link](https://x.com/ACapitalLP/status/1975882841046319302) [@ACapitalLP](/creator/x/ACapitalLP) 2025-10-08T11:15Z 9155 followers, 3249 engagements


"With the technical selling from todays convert $LYV is trading just above break-up value at 1516x for TM and 10x for RemainCo. A break-up would only occur if regulators forced it which seems like a low-probability tail. Clean upside to around $200+ once the overhang clears why isnt this good R/R here"  
[X Link](https://x.com/ACapitalLP/status/1975961154083074546) [@ACapitalLP](/creator/x/ACapitalLP) 2025-10-08T16:27Z 9155 followers, 2011 engagements


"Read-through for $PRDSY / $1913.HK"  
[X Link](https://x.com/ACapitalLP/status/1978270128170037593) [@ACapitalLP](/creator/x/ACapitalLP) 2025-10-15T01:22Z 9165 followers, 2494 engagements


"Just me waiting for $KVUE to bottom tick so I can do what must be done:"  
[X Link](https://x.com/ACapitalLP/status/1978992453727162412) [@ACapitalLP](/creator/x/ACapitalLP) 2025-10-17T01:12Z 9165 followers, 2249 engagements


"$PRDSY / $1913.HK might be the most asymmetric setup in global luxury Double-digit revenue growth margin expansion and flawless execution - the @MIUMIUofficial brand is on 🔥 and @Prada remains a global staple. Yet the group trades at just 1315x (vs. 2540x for luxury comps) weighed down by the perceived overhang from its pending $1.4bn Versace acquisition"  
[X Link](https://x.com/ACapitalLP/status/1973829442561556838) [@ACapitalLP](/creator/x/ACapitalLP) 2025-10-02T19:16Z 9167 followers, 11K engagements


"Re: $FLUT Likely acceleration of the OSB vs. legal outcome was 🔑 The prevailing thesis that prediction markets (Polymarket Kalshi) will entirely disrupt legal sports & event betting feels too simplistic. From a consumer lens it makes sense: better UX broader event selection but you cant ignore the regulatory state The core case KalshiEX LLC v. CFTC turns on whether these contracts are gaming or derivatives under the Commodity Exchange Act (CEA). Kalshis earlier injunction wins werent definitive and Nevada just filed an emergency motion to dissolve its April order citing a new ruling that"  
[X Link](https://x.com/ACapitalLP/status/1979915808609309181) [@ACapitalLP](/creator/x/ACapitalLP) 2025-10-19T14:21Z 9174 followers, 5916 engagements


"@LNG_Investor_ $NEXT"  
[X Link](https://x.com/ACapitalLP/status/1976640010020626792) [@ACapitalLP](/creator/x/ACapitalLP) 2025-10-10T13:24Z 9172 followers, XXX engagements


"I take this back - $FLUT actually looks interesting here. Diversified revenue mix global exposure and a likely acceleration of the OSB vs legal outcome. Different end users entirely: Gen Z YOLO-trader betting lunch money vs. the degenerate bigger fish FanDuel was built for"  
[X Link](https://x.com/ACapitalLP/status/1978549736962412629) [@ACapitalLP](/creator/x/ACapitalLP) 2025-10-15T19:53Z 9175 followers, 11.9K engagements


"@RickyFrogFrog That ones real tho"  
[X Link](https://x.com/ACapitalLP/status/1979318264472965619) [@ACapitalLP](/creator/x/ACapitalLP) 2025-10-17T22:47Z 9172 followers, 2164 engagements


"@kingdomcapadv Yes - like when people realize Opendoor isnt a real business model. If it werent for this froth it would have never gotten this far"  
[X Link](https://x.com/ACapitalLP/status/1979656440970404077) [@ACapitalLP](/creator/x/ACapitalLP) 2025-10-18T21:10Z 9174 followers, 1455 engagements


"@kingdomcapadv They have $8bn in cash and a billionaire CEO with a lot of time and nothing to do"  
[X Link](https://x.com/ACapitalLP/status/1980070317453459838) [@ACapitalLP](/creator/x/ACapitalLP) 2025-10-20T00:35Z 9174 followers, XXX engagements