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[@stoked_on_waves](/creator/twitter/stoked_on_waves)
"@Klad_blok @chrisvirnig @fabreres lots of tiny holders left over further entrenches board which seems like goal here. odd lot benefits tiny arbs over larger holders so not sure what you mean by balance"  
[X Link](https://x.com/stoked_on_waves/status/1978492036874662075) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-10-15T16:03Z 1908 followers, XXX engagements


"@ljp0101 @ToffCap Presumably the nuke plant has lower marginal cost and better contribution than gas but Susquehanna is licensed to operate for XX years more. TLN did build a data center by the plant and lease it to AWS tho your plan sorta implemented"  
[X Link](https://x.com/stoked_on_waves/status/1978543464506646588) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-10-15T19:28Z 1908 followers, XXX engagements


"Ok why did this bet go catastrophically wrong for our $wln.pa buyer BaFin a little more fussed about Wirecard than we thought This thing has to be pretty close to a proper shitco at this point"  
[X Link](https://x.com/stoked_on_waves/status/1844209976983814637) [@stoked_on_waves](/creator/x/stoked_on_waves) 2024-10-10T02:54Z 1907 followers, 1284 engagements


"Can Sophie save my $wln.pa bag No. She seems cool though"  
[X Link](https://x.com/stoked_on_waves/status/1864127999274308041) [@stoked_on_waves](/creator/x/stoked_on_waves) 2024-12-04T02:02Z 1906 followers, 1044 engagements


"@SowingAlphaSeed @FriendlyCapMgmt Seems like maybe you can play same game with $MCHB"  
[X Link](https://x.com/stoked_on_waves/status/1906787597575442940) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-03-31T19:16Z 1908 followers, XXX engagements


"@KarstResearch Considering averaging down on $WLN.pa bag. I bought a little $MBIN today. Along with @gruust drawn to despair and misery like a fly to shit"  
[X Link](https://x.com/stoked_on_waves/status/1950822207741128810) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-07-31T07:33Z 1906 followers, XXX engagements


"@Aureliusltd28 Tell me about what happens if/when $WLN.pa loses IG rating"  
[X Link](https://x.com/stoked_on_waves/status/1950956759524475334) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-07-31T16:28Z 1906 followers, XXX engagements


"Funny that looking back that 12x overvalued $LKQ"  
[X Link](https://x.com/stoked_on_waves/status/1962199058480771520) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-08-31T17:01Z 1907 followers, 1335 engagements


"$ZIP buying back a big big number of shares"  
[X Link](https://x.com/stoked_on_waves/status/1965990361433796947) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-09-11T04:06Z 1906 followers, 1014 engagements


"I like the part in the new Greenlight letter where @davidein mentions that $BHF is like .3x book and X forward PE while saying that $BHF should absolutely sell 🫡"  
[X Link](https://x.com/stoked_on_waves/status/1970575512813871354) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-09-23T19:46Z 1906 followers, 6986 engagements


"@invertedfragil1 They also don't mention CFIUS. Sooooo. they are in talks to sell everything presumably to their contract manufacturers who have cheaper engineers and could get value out of the brand but somehow they are still losing money and didn't fire the engineers yet"  
[X Link](https://x.com/stoked_on_waves/status/1975034445225959581) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-10-06T03:04Z 1909 followers, XXX engagements


"@invertedfragil1 the thing is this is just an engineering company and shouldn't have a completely dire unfixable cost structure. $CG didn't take warrants this time don't know what that means"  
[X Link](https://x.com/stoked_on_waves/status/1975034959153987825) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-10-06T03:06Z 1909 followers, XXX engagements


"We think this Latin American telco business is worth 7x ebitda. Other Latin american telco businesses trade for less We are aware of that its because theyre garbage"  
[X Link](https://x.com/stoked_on_waves/status/1975327745824682203) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-10-06T22:30Z 1909 followers, XXX engagements


"wonder if the $OKLO $SMR bulls will ever learn the valuation westinghouse traded at BEFORE it bk"  
[X Link](https://x.com/stoked_on_waves/status/1975636461782507717) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-10-07T18:56Z 1909 followers, 1737 engagements


"$SMR goes down every day at XX because thats when $FLR selling starts Plz advise"  
[X Link](https://x.com/stoked_on_waves/status/1975977192665539066) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-10-08T17:30Z 1909 followers, XXX engagements


"Someone died 1) at XX 2) in 2021 and this was 3) $JNJ's fault and 4) $JNJ may have to pay 950M in punitive damages"  
[X Link](https://x.com/stoked_on_waves/status/1976056084579467733) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-10-08T22:44Z 1909 followers, XXX engagements


"Top indicators in my own trading: I am long recently bk shitco $WOLF because maybe instead of giving them an already legislated grant the feds will steal some of their equity and issue a press release that will weirdly make the stock go up"  
[X Link](https://x.com/stoked_on_waves/status/1976456157872238931) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-10-10T01:14Z 1909 followers, 1229 engagements


"$BPPTU XXXX cents initial distribution not so bad @thewritser @hughieforbes @theotheraharon Expected to be final distribution"  
[X Link](https://x.com/stoked_on_waves/status/1976742927641849896) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-10-10T20:13Z 1909 followers, XXX engagements


"I was too optimistic but reserve release saves my IRR. Credit to guess of XX cents"  
[X Link](https://x.com/stoked_on_waves/status/1976743515750384098) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-10-10T20:15Z 1909 followers, XXX engagements


"On the basis of actually visiting the restaurants I would be much more comfortable owning $loco vs $jack"  
[X Link](https://x.com/stoked_on_waves/status/1977547373690949830) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-10-13T01:30Z 1908 followers, 1237 engagements


"I guess $jack has more drivethru biz and thats better margin Idk bro. Your stuck with Sardar either way"  
[X Link](https://x.com/stoked_on_waves/status/1977548550973383043) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-10-13T01:34Z 1907 followers, XXX engagements


"Guys I forgot what the extremely illiquid zoo safari park stock is called"  
[X Link](https://x.com/stoked_on_waves/status/1977549828642259320) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-10-13T01:39Z 1906 followers, XXX engagements


"Chat are iron and aluminum forever chemicals"  
[X Link](https://x.com/stoked_on_waves/status/1978304365745057798) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-10-15T03:38Z 1909 followers, XXX engagements


"penalty+interest rate from not paying your taxes seems way cheaper than a credit card but I have never heard of anyone intentionally not paying taxes as a revolver"  
[X Link](https://x.com/stoked_on_waves/status/1978389883564552208) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-10-15T09:17Z 1906 followers, 1026 engagements


"ok I am now convinced that an odd lot is low odds"  
[X Link](https://x.com/stoked_on_waves/status/1978499491545149747) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-10-15T16:33Z 1908 followers, XXX engagements


"interesting to think about how greenmail tax works looking at $KROS and how that shapes HF behavior"  
[X Link](https://x.com/stoked_on_waves/status/1978500460534186396) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-10-15T16:37Z 1906 followers, XXX engagements


"@RandolphDuke7 one of my favorites Got me through college but I haven't had in a long time. Maybe a mission for the weekend"  
[X Link](https://x.com/stoked_on_waves/status/1978501805114863697) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-10-15T16:42Z 1908 followers, XX engagements


""by fracking Antarctica we can save the world""  
[X Link](https://x.com/stoked_on_waves/status/1978504482246767032) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-10-15T16:53Z 1907 followers, 1417 engagements


"@ljp0101 @ToffCap $TLN ok what is a megawatt worth"  
[X Link](https://x.com/stoked_on_waves/status/1978516483886977298) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-10-15T17:41Z 1907 followers, XXX engagements


"I never looked at $TFIN before because all you fintwitters were talking about it who wants to pitch me now that its down XX% from peak and flat for five years"  
[X Link](https://x.com/stoked_on_waves/status/1978559953213210736) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-10-15T20:33Z 1906 followers, XXX engagements


"$irbt next cov waiver extension 10/24"  
[X Link](https://x.com/stoked_on_waves/status/1978647448102060093) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-10-16T02:21Z 1906 followers, XXX engagements


"This is all very entertaining. ultimately I think $xx.v shareholders didnt make any money because there was 1) only room for the insiders to get paid and 2) the business didnt grow. Danger of a tiny microcap excessive exec comp alone enough to lose"  
[X Link](https://x.com/stoked_on_waves/status/1978698781613818127) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-10-16T05:45Z 1906 followers, 1010 engagements


"The quintessential nano cap is $jctcf which delivered good shareholder returns when the manager owned lots of stock and got paid little cash and bad returns since the new better paid guy who didnt own stock built a new office building"  
[X Link](https://x.com/stoked_on_waves/status/1978705823925698964) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-10-16T06:13Z 1906 followers, XXX engagements


"@CapitalShipyard for $TSMC I think you can turn the ADR into taiwan shares but I don't think you can really go the other way"  
[X Link](https://x.com/stoked_on_waves/status/1978923126541910026) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-10-16T20:36Z 1909 followers, XXX engagements


"@CapitalShipyard * $TSM shows how often I look at this"  
[X Link](https://x.com/stoked_on_waves/status/1978924110475395191) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-10-16T20:40Z 1909 followers, XXX engagements


"@ShmuelLon @CapitalShipyard I mean its cooler to risk X% and make 5x when the spread blows out to XX% than to risk an unbounded loss for XX% gain"  
[X Link](https://x.com/stoked_on_waves/status/1978929035397758997) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-10-16T21:00Z 1909 followers, XX engagements


"@ShmuelLon @CapitalShipyard yeah"  
[X Link](https://x.com/stoked_on_waves/status/1978929598080418270) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-10-16T21:02Z 1909 followers, XX engagements


"@ShmuelLon @CapitalShipyard More downside in like long $rgti"  
[X Link](https://x.com/stoked_on_waves/status/1978930240001855609) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-10-16T21:05Z 1909 followers, XXX engagements


"Whats the right amount to punish $mbin for this I could see thinking you had low LTV and better potential recovery than you ultimately were gonna get in a situation of outright fraud but X years is a long time"  
[X Link](https://x.com/stoked_on_waves/status/1950955950187430381) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-07-31T16:25Z 1904 followers, 10.1K engagements


"Since I got called out by not just the market but also @wonderingbread1 I feel obliged to say that $SENEA had a X% ROE LTM and trades at 1.12x tangible book a XX year high"  
[X Link](https://x.com/stoked_on_waves/status/1953681591253053706) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-08-08T04:56Z 1904 followers, 2039 engagements


"$PAG $AN $LAD all huge winners over time. Why"  
[X Link](https://x.com/stoked_on_waves/status/1962634648850497558) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-09-01T21:52Z 1904 followers, XXX engagements


"Someday it will be time for $deo"  
[X Link](https://x.com/stoked_on_waves/status/1965219938479861977) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-09-09T01:05Z 1904 followers, 1139 engagements


"Long $META/Short $GEMI "the social network trade""  
[X Link](https://x.com/stoked_on_waves/status/1968728681179644158) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-09-18T17:27Z 1904 followers, XXX engagements


"did clorox $CLX stock go up when the donald recommended injecting yourself with bleach to cure covid"  
[X Link](https://x.com/stoked_on_waves/status/1970244065808846898) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-09-22T21:49Z 1904 followers, XXX engagements


"@junkbondinvest $ago has to end up getting baggied here"  
[X Link](https://x.com/stoked_on_waves/status/1974997141480448012) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-10-06T00:36Z 1904 followers, XXX engagements


"10/24 extension X $CG doesn't seem like they want to own $IRBT and bk would plausibly reduce value of asset overall"  
[X Link](https://x.com/stoked_on_waves/status/1975031476350804079) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-10-06T02:52Z 1905 followers, 1771 engagements


"$IVFH still not clear to me this is cheap but its cheaper"  
[X Link](https://x.com/stoked_on_waves/status/1975605287257317469) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-10-07T16:53Z 1904 followers, 1571 engagements


"@CapitalShipyard Reputation risk Maybe Ipsen doesnt want bad press for an extra 21M"  
[X Link](https://x.com/stoked_on_waves/status/1976471573252215259) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-10-10T02:15Z 1904 followers, XXX engagements


"Lolololol $smlr / $asst is negative spread now"  
[X Link](https://x.com/stoked_on_waves/status/1976771062554935414) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-10-10T22:05Z 1904 followers, 1799 engagements


"Suppose LOCO is priced more like $CMG whereas $Jack price competition is $yum"  
[X Link](https://x.com/stoked_on_waves/status/1977552864525590763) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-10-13T01:51Z 1904 followers, XXX engagements


"@acidinvestments I have seen folks leak their own fake go private to delay or dodge a margin call notably $VNET. what makes you think this is happening here"  
[X Link](https://x.com/stoked_on_waves/status/1978133058973819251) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-10-14T16:17Z 1904 followers, XXX engagements


"@CapitalShipyard for stuff like $WF I don't think there's a real mechanism for the premium to close"  
[X Link](https://x.com/stoked_on_waves/status/1978922626773913639) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-10-16T20:34Z 1905 followers, XXX engagements


"@ShmuelLon @CapitalShipyard lol if you can actually convert it fire away but I don't think you can. As mean reversion trade maybe there's some price makes sense"  
[X Link](https://x.com/stoked_on_waves/status/1978923897757040974) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-10-16T20:39Z 1906 followers, XX engagements


"$TSM is a Taiwan semiconductor manufacturing company treasury company that trades a premium to NAV"  
[X Link](https://x.com/stoked_on_waves/status/1978925456029049247) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-10-16T20:46Z 1904 followers, 14.6K engagements


"@Biohazard3737 $FRC was beloved by its customers 🤷♂"  
[X Link](https://x.com/stoked_on_waves/status/1978946654016335975) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-10-16T22:10Z 1904 followers, XXX engagements


"@Akston_Capital and then short selling got banned. this is why we cant have nice things"  
[X Link](https://x.com/stoked_on_waves/status/1978976223968505922) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-10-17T00:07Z 1904 followers, XXX engagements


"@colarion @Catahoula_Value Did $BANC disclose getting bagged with this yet"  
[X Link](https://x.com/stoked_on_waves/status/1978987316728193147) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-10-17T00:51Z 1905 followers, XXX engagements


"1) I have migrane 2) Zyn cures 3) I quit My brain is being margin called :/"  
[X Link](https://x.com/stoked_on_waves/status/1978999735114469659) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-10-17T01:41Z 1904 followers, 1056 engagements


"Nothing an hour on the treadmill cant fix. Huh. Lifes easier when youre a little harder"  
[X Link](https://x.com/stoked_on_waves/status/1979028574658048365) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-10-17T03:35Z 1904 followers, XXX engagements


"@Paul43213 @colarion @Catahoula_Value yeah I'm just irritated because I haven't found $BANC lawsuit or disclosure and I don't like finding things out via tweet"  
[X Link](https://x.com/stoked_on_waves/status/1979242236346028379) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-10-17T17:44Z 1906 followers, XX engagements


"@Investor_NICK_ Every stock person I know has a vastly negative amount of cash"  
[X Link](https://x.com/stoked_on_waves/status/1979285583202783389) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-10-17T20:37Z 1905 followers, XXX engagements


"@shortbus_ace All $Zion could find seems sort of accurate but not exactly comforting re $zion"  
[X Link](https://x.com/stoked_on_waves/status/1979286709918736761) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-10-17T20:41Z 1904 followers, XXX engagements