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[@stoked_on_waves](/creator/twitter/stoked_on_waves)
"@iBladesi @LoganCroixCo Sorry @iBladesi but the off chance of you getting CDR-ed is what keeps me in the common"  
![@stoked_on_waves Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546011858649300993.png) [@stoked_on_waves](/creator/x/stoked_on_waves) on [X](/post/tweet/1947358767491772867) 2025-07-21 18:11:25 UTC 1766 followers, XXX engagements


"@copperwatercap PARAA: XXXXXX (New) Paramount Skydance Corporation (PARA) Class B Common Shares (Class A Stock Consideration). Cash will be paid in lieu of fractional shares. OR - Elect to receive $XXXXX in cash (Class A Cash Consideration). trades thru cash consideration"  
![@stoked_on_waves Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546011858649300993.png) [@stoked_on_waves](/creator/x/stoked_on_waves) on [X](/post/tweet/1948051770946854996) 2025-07-23 16:05:09 UTC 1762 followers, XXX engagements


"@onodacapital1 @BillyTheKid_59 @ACapitalLP @kingdomcapadv yeah I mean you kinda have to discount the lease at whatever interest rate you would charge CRWV to borrow money over similar timeline"  
![@stoked_on_waves Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546011858649300993.png) [@stoked_on_waves](/creator/x/stoked_on_waves) on [X](/post/tweet/1948076260955243004) 2025-07-23 17:42:28 UTC 1763 followers, XX engagements


"5% chance of getting zeroed on a position doesnt do much to the expected value but matters a ton for sizing"  
![@stoked_on_waves Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546011858649300993.png) [@stoked_on_waves](/creator/x/stoked_on_waves) on [X](/post/tweet/1947732134241964057) 2025-07-22 18:55:02 UTC 1764 followers, XXX engagements


"$MBI says they have 378M unencumbered holdco cash & securities vs 225M MCap. do we believe them"  
![@stoked_on_waves Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546011858649300993.png) [@stoked_on_waves](/creator/x/stoked_on_waves) on [X](/post/tweet/1945345819554799952) 2025-07-16 04:52:40 UTC 1764 followers, 1283 engagements


"why did my $WF go up is this a "dollars are trash" thing"  
![@stoked_on_waves Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546011858649300993.png) [@stoked_on_waves](/creator/x/stoked_on_waves) on [X](/post/tweet/1942446674108092856) 2025-07-08 04:52:30 UTC 1764 followers, XXX engagements


"@finphysnerd I think INMB short works with puts"  
![@stoked_on_waves Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546011858649300993.png) [@stoked_on_waves](/creator/x/stoked_on_waves) on [X](/post/tweet/1948618795586912678) 2025-07-25 05:38:19 UTC 1765 followers, XXX engagements


"@CECL_Allowance how is the ETF made out of tesla calls doing lmfao"  
![@stoked_on_waves Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546011858649300993.png) [@stoked_on_waves](/creator/x/stoked_on_waves) on [X](/post/tweet/1948434582715637862) 2025-07-24 17:26:19 UTC 1765 followers, XX engagements


"@kingdomcapadv @ACapitalLP No collar and put forward on CRWV says CRWV might fall quite a bit"  
![@stoked_on_waves Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546011858649300993.png) [@stoked_on_waves](/creator/x/stoked_on_waves) on [X](/post/tweet/1947802268452925606) 2025-07-22 23:33:43 UTC 1764 followers, XXX engagements


"Doesnt mean hes wrong now but this is a pretty grim forecast history. He may have shorted the actual $AGO bottom"  
![@stoked_on_waves Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546011858649300993.png) [@stoked_on_waves](/creator/x/stoked_on_waves) on [X](/post/tweet/1945313441159504198) 2025-07-16 02:44:01 UTC 1763 followers, XXX engagements


"Don't take the "veil of ignorance" too seriously and get your prefs nuked"  
![@stoked_on_waves Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546011858649300993.png) [@stoked_on_waves](/creator/x/stoked_on_waves) on [X](/post/tweet/1947397530012279090) 2025-07-21 20:45:26 UTC 1764 followers, XXX engagements


"A modest proposal for reducing american healthcare costs"  
![@stoked_on_waves Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546011858649300993.png) [@stoked_on_waves](/creator/x/stoked_on_waves) on [X](/post/tweet/1948627685393269115) 2025-07-25 06:13:38 UTC 1765 followers, XXX engagements


"10-k seems to say hey yeah we put the legal fees (from the lawsuits) in the liability"  
![@stoked_on_waves Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546011858649300993.png) [@stoked_on_waves](/creator/x/stoked_on_waves) on [X](/post/tweet/1947935985788195179) 2025-07-23 08:25:04 UTC 1765 followers, XXX engagements


"here's $MEHCQ since I've done too much shit-posting and not enough stockpoasting"  
![@stoked_on_waves Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546011858649300993.png) [@stoked_on_waves](/creator/x/stoked_on_waves) on [X](/post/tweet/1929934289711575375) 2025-06-03 16:12:45 UTC 1765 followers, 2580 engagements


"@LoganCroixCo @blondesnmoney @iBladesi Yeah I mean thats also a good point how much of the value is coming from fees on the balance sheet investments a la $LNC"  
![@stoked_on_waves Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546011858649300993.png) [@stoked_on_waves](/creator/x/stoked_on_waves) on [X](/post/tweet/1947466588795638001) 2025-07-22 01:19:51 UTC 1763 followers, XX engagements


"someone's gotta sell the bottom. it sounds good at the time"  
![@stoked_on_waves Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546011858649300993.png) [@stoked_on_waves](/creator/x/stoked_on_waves) on [X](/post/tweet/1947507979722576179) 2025-07-22 04:04:19 UTC 1763 followers, XXX engagements


"wonder what CoCo indexer @JustBankStocks thinks"  
![@stoked_on_waves Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546011858649300993.png) [@stoked_on_waves](/creator/x/stoked_on_waves) on [X](/post/tweet/1947386302082781357) 2025-07-21 20:00:49 UTC 1764 followers, XXX engagements


"@MadolynMaddenMD Real question is something like how much are you willing to lose in a single trade How much are you willing to lose in a single day"  
![@stoked_on_waves Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546011858649300993.png) [@stoked_on_waves](/creator/x/stoked_on_waves) on [X](/post/tweet/1947734915380044200) 2025-07-22 19:06:05 UTC 1764 followers, XXX engagements


"so yeah IDK. you could bull yourself up if you wanted to. 150M 160M"  
![@stoked_on_waves Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546011858649300993.png) [@stoked_on_waves](/creator/x/stoked_on_waves) on [X](/post/tweet/1947936619321037137) 2025-07-23 08:27:35 UTC 1765 followers, XXX engagements


"@DarkfireCapital I was thinking about buying $ago but Ive decided the bond insurance business is impossible"  
![@stoked_on_waves Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546011858649300993.png) [@stoked_on_waves](/creator/x/stoked_on_waves) on [X](/post/tweet/1945360088405073991) 2025-07-16 05:49:22 UTC 1763 followers, XXX engagements


"@kingdomcapadv @iBladesi @tradingrust @LoganCroixCo WHLR holders now"  
![@stoked_on_waves Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546011858649300993.png) [@stoked_on_waves](/creator/x/stoked_on_waves) on [X](/post/tweet/1947701139614667210) 2025-07-22 16:51:52 UTC 1765 followers, XX engagements


"($BHF) non-cumulative prefs are a scam and worth nothing many people are saying. 1.75B vs 2.86B Mcap feels like room for equity upside in a CDR situation but the common is puking too"  
![@stoked_on_waves Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546011858649300993.png) [@stoked_on_waves](/creator/x/stoked_on_waves) on [X](/post/tweet/1947385842181554345) 2025-07-21 19:59:00 UTC 1764 followers, XXX engagements


"@jmail20201 ESGR probably reasonable outcome but it could of course be much much worse"  
![@stoked_on_waves Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546011858649300993.png) [@stoked_on_waves](/creator/x/stoked_on_waves) on [X](/post/tweet/1946358083858673719) 2025-07-18 23:55:03 UTC 1766 followers, XXX engagements


"Why does the kevin tang trade work It seems like he is often offering a worse deal than a straight liquidation. Is it because liquidation is unpleasant and the board/manager dont want to do it"  
![@stoked_on_waves Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546011858649300993.png) [@stoked_on_waves](/creator/x/stoked_on_waves) on [X](/post/tweet/1947354643886956749) 2025-07-21 17:55:01 UTC 1765 followers, XXX engagements


"Here is the handy Econ/sociology translation guide"  
![@stoked_on_waves Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546011858649300993.png) [@stoked_on_waves](/creator/x/stoked_on_waves) on [X](/post/tweet/1948597723550363804) 2025-07-25 04:14:35 UTC 1765 followers, XXX engagements


"@ShmuelLon My point being that the stock went down quite a bit when robinhood turned off the buy button. Its not like SIG couldnt buy because robinhood was down"  
![@stoked_on_waves Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546011858649300993.png) [@stoked_on_waves](/creator/x/stoked_on_waves) on [X](/post/tweet/1947534013771685913) 2025-07-22 05:47:46 UTC 1763 followers, XX engagements


"@ShmuelLon Consider robinhood removes the buy button"  
![@stoked_on_waves Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546011858649300993.png) [@stoked_on_waves](/creator/x/stoked_on_waves) on [X](/post/tweet/1947530391436595597) 2025-07-22 05:33:23 UTC 1763 followers, XX engagements