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[@Sleepysolcap](/creator/twitter/Sleepysolcap)
"$GILD new all time high"  
[X Link](https://x.com/Sleepysolcap/status/1979236947890512189) [@Sleepysolcap](/creator/x/Sleepysolcap) 2025-10-17T17:23Z 4853 followers, XXX engagements


"no position but this is the weakest $nflx has looked going into a print in a long while"  
[X Link](https://x.com/Sleepysolcap/status/1980723975949894055) [@Sleepysolcap](/creator/x/Sleepysolcap) 2025-10-21T19:52Z 4853 followers, 6418 engagements


"Winners that's what's in $COF's wallet today"  
[X Link](https://x.com/Sleepysolcap/status/1980728813136027750) [@Sleepysolcap](/creator/x/Sleepysolcap) 2025-10-21T20:12Z 4853 followers, 5256 engagements


"it turns out yes it was time for the Energy basket. $xle $su $cnq $xom $pbr $ec $shel $bp"  
[X Link](https://x.com/Sleepysolcap/status/1971571805031747885) [@Sleepysolcap](/creator/x/Sleepysolcap) 2025-09-26T13:45Z 4817 followers, 2865 engagements


"I think the bulls are misunderstanding the $ORCL reaction and are trying to rationalize it away. The pullback is less '16% GM vs 25%' and more there's little downside risk priced into a massively leveraged company that needs this bet to work for the stock to see material upside"  
[X Link](https://x.com/Sleepysolcap/status/1975663170271297620) [@Sleepysolcap](/creator/x/Sleepysolcap) 2025-10-07T20:43Z 4820 followers, 5209 engagements


"My original quick pitch on long $CEG ESG funds need actual profitable companies easy win:"  
[X Link](https://x.com/Sleepysolcap/status/1975964619354345662) [@Sleepysolcap](/creator/x/Sleepysolcap) 2025-10-08T16:40Z 4811 followers, 4090 engagements


"my take away from the $INTC meeting today is intel is now a better robotics play than almost any other 'real' US based company that's currently public. (note there are a ton of better Asian plays)"  
[X Link](https://x.com/Sleepysolcap/status/1976335371454783886) [@Sleepysolcap](/creator/x/Sleepysolcap) 2025-10-09T17:14Z 4815 followers, 9683 engagements


"wow what a win for the dodgers"  
[X Link](https://x.com/Sleepysolcap/status/1976462889977618671) [@Sleepysolcap](/creator/x/Sleepysolcap) 2025-10-10T01:40Z 4821 followers, 1382 engagements


"This is why $EA isn't gonna need to sweat hard to work off that 20b debt pile"  
[X Link](https://x.com/Sleepysolcap/status/1976678737312669908) [@Sleepysolcap](/creator/x/Sleepysolcap) 2025-10-10T15:58Z 4821 followers, 1731 engagements


"In defense of leverage buying companies with growth when your margin payment % is lower than their dividend payout rate (and you're confident that its well covered) has worked out 7/7 times for me"  
[X Link](https://x.com/Sleepysolcap/status/1977186713274662943) [@Sleepysolcap](/creator/x/Sleepysolcap) 2025-10-12T01:37Z 4820 followers, 4431 engagements


"Based on the jpm announcement wall street woke up this morning and realized that their random commodity supply chain schizo they all employ was right and that US based base commodity companies *are* undervalued"  
[X Link](https://x.com/Sleepysolcap/status/1977715155426329061) [@Sleepysolcap](/creator/x/Sleepysolcap) 2025-10-13T12:36Z 4817 followers, 1100 engagements


"So $QNTY and $SOLS will be bid hard once their out given how their comps are exploding right"  
[X Link](https://x.com/Sleepysolcap/status/1977735693095821440) [@Sleepysolcap](/creator/x/Sleepysolcap) 2025-10-13T13:58Z 4818 followers, 1157 engagements


"Given how the big banks are reporting. Its time to find out what's in your portfolio $COF"  
[X Link](https://x.com/Sleepysolcap/status/1979188427791761733) [@Sleepysolcap](/creator/x/Sleepysolcap) 2025-10-17T14:11Z 4817 followers, 1929 engagements


"'China is winning the trade war' ppl are a funny breed because every data point says the US wins the longer the current instability lasts. I mean last Q excluding exports their GDP printed -1.2%. They are very much not doing well over there"  
[X Link](https://x.com/Sleepysolcap/status/1980091334653264194) [@Sleepysolcap](/creator/x/Sleepysolcap) 2025-10-20T01:58Z 4818 followers, 5220 engagements


"I wrote some thoughts up on $COF enjoy"  
[X Link](https://x.com/Sleepysolcap/status/1974080490782314874) [@Sleepysolcap](/creator/x/Sleepysolcap) 2025-10-03T11:54Z 4853 followers, 8219 engagements


"comcast has openly stated they have little interest in M&A. Netflix as a buyer would involve a lot of anti trust issues Apple and Amazon buyers aren't real. This $WBD reads like management overplayed their hand with PSKY and is hoping they can create a bidding war"  
[X Link](https://x.com/Sleepysolcap/status/1980663156667216020) [@Sleepysolcap](/creator/x/Sleepysolcap) 2025-10-21T15:51Z 4853 followers, 1397 engagements


"i wish i actually shorted it instead of sitting on the sidelines"  
[X Link](https://x.com/Sleepysolcap/status/1980726568386200047) [@Sleepysolcap](/creator/x/Sleepysolcap) 2025-10-21T20:03Z 4853 followers, 2156 engagements


"$GEV and $VRT's responses to their earnings are saying its over"  
[X Link](https://x.com/Sleepysolcap/status/1980997891205525728) [@Sleepysolcap](/creator/x/Sleepysolcap) 2025-10-22T14:01Z 4853 followers, 29.6K engagements


"me doing absolutely nothing today except shitposting while $INTC $CEG $RDDT try to rip me a new one and my $COF and healthcare positions try to protect me"  
[X Link](https://x.com/Sleepysolcap/status/1981067635023397186) [@Sleepysolcap](/creator/x/Sleepysolcap) 2025-10-22T18:38Z 4853 followers, 1843 engagements


"As pre revenue companies many quantum names are 'pure plays' they are not bothered by macro headlines tariffs or economic indicators they go up as long as Asian grandmas decide they should go higher"  
[X Link](https://x.com/Sleepysolcap/status/1978129214093099499) [@Sleepysolcap](/creator/x/Sleepysolcap) 2025-10-14T16:02Z 4849 followers, 3690 engagements


"the regional banks are all reporting in the next 10ish days. Either some really bad shoes are about to drop or we need to ban delta hedging b/c all the pods racing to short the same factors is causing massive issues in the market"  
[X Link](https://x.com/Sleepysolcap/status/1978925600556384620) [@Sleepysolcap](/creator/x/Sleepysolcap) 2025-10-16T20:46Z 4849 followers, 25.6K engagements


"I wrote some thoughts on the week of chop that was and the week of chop that likely will be. Also we talk $intc $jnj regional banks $cof and $ceg"  
[X Link](https://x.com/Sleepysolcap/status/1979911619523043358) [@Sleepysolcap](/creator/x/Sleepysolcap) 2025-10-19T14:04Z 4849 followers, 1603 engagements


"crushed this sale of $PM at 183"  
[X Link](https://x.com/Sleepysolcap/status/1980653930607702060) [@Sleepysolcap](/creator/x/Sleepysolcap) 2025-10-21T15:14Z 4853 followers, 3254 engagements


"@WaterworldCapi1 according to my midwest source @jnconkle he wants to save cedar rapids"  
[X Link](https://x.com/Sleepysolcap/status/1980998426813964354) [@Sleepysolcap](/creator/x/Sleepysolcap) 2025-10-22T14:03Z 4849 followers, XXX engagements


"The quantum story is funny because people are already quoting the headline saying the government is going to take a stake in these garbage names.when the article says they want to *give* the government a stake. Unprompted. They want the Intel bounce"  
[X Link](https://x.com/Sleepysolcap/status/1981166003787878412) [@Sleepysolcap](/creator/x/Sleepysolcap) 2025-10-23T01:09Z 4853 followers, 2573 engagements


"@PegasusFund peak in december mopex threaten a new ATH but fail in January mopex down down down down until oct bounce then down again into '27"  
[X Link](https://x.com/Sleepysolcap/status/1981182783063281834) [@Sleepysolcap](/creator/x/Sleepysolcap) 2025-10-23T02:15Z 4853 followers, XXX engagements


"Is $CMA a buyout target"  
[X Link](https://x.com/Sleepysolcap/status/1973804493717250347) [@Sleepysolcap](/creator/x/Sleepysolcap) 2025-10-02T17:37Z 4853 followers, 1945 engagements


"$WBD received a XXX premium from what its pre-deal talk stock price. Who is the player that's walking in *now* to bid this thing up higher. If the company/team existed X months ago they've likely kicked the tires already and passed. WBD mgmt is delusional"  
[X Link](https://x.com/Sleepysolcap/status/1980710127348162910) [@Sleepysolcap](/creator/x/Sleepysolcap) 2025-10-21T18:57Z 4853 followers, 2970 engagements


"OMG $COF. Forget XX in EPS in '27 what about XX NOW"  
[X Link](https://x.com/Sleepysolcap/status/1980727918658551848) [@Sleepysolcap](/creator/x/Sleepysolcap) 2025-10-21T20:08Z 4853 followers, 2245 engagements


"On $cof from this weekend's post"  
[X Link](https://x.com/Sleepysolcap/status/1980746063402168782) [@Sleepysolcap](/creator/x/Sleepysolcap) 2025-10-21T21:20Z 4853 followers, 1626 engagements


"This advice is both the ramblings of someone gripped by insanity and also probably not terrible to consider at the same time. Which is pretty impressive"  
[X Link](https://x.com/Sleepysolcap/status/1981139963724124405) [@Sleepysolcap](/creator/x/Sleepysolcap) 2025-10-22T23:25Z 4853 followers, 2066 engagements