[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

[@MotherCabriniNY](/creator/twitter/MotherCabriniNY)
"@LKPreserve Thank you for the info. Seriously. But I have zero faith in bank regulators. None. Zippo. Same goes for the top brass at most regionals. $KRE"  
[X Link](https://x.com/MotherCabriniNY/status/1980703454977810731) [@MotherCabriniNY](/creator/x/MotherCabriniNY) 2025-10-21T18:31Z 5594 followers, XX engagements


"The trading desk at Cabrini Global has welcomed a new name to the woodshed: $UHAL"  
[X Link](https://x.com/MotherCabriniNY/status/1970885538308624478) [@MotherCabriniNY](/creator/x/MotherCabriniNY) 2025-09-24T16:18Z 5592 followers, XXX engagements


"Added to some existing residents: $ELF $SLG $VNO and $NVDA"  
[X Link](https://x.com/MotherCabriniNY/status/1970895728521121839) [@MotherCabriniNY](/creator/x/MotherCabriniNY) 2025-09-24T16:58Z 5593 followers, XXX engagements


"With all due respect it's clear that folks don't understand that "warrant dividends" are simply dilution. Shorts don't have to scramble to return them. Hence $ENVX X and ENVX X puts; delivery terms were adjusted to reflect the issuance. And on top of that Enovix was using its share buyback to keep the price from dropping below $XXXX. Management didn't even hang on to theirs or converted and sold or even more telling let their warrants expire. When a company is not straightforward with its cap raises why do you think they are telling you what is what operationally"  
[X Link](https://x.com/MotherCabriniNY/status/1976795597307809933) [@MotherCabriniNY](/creator/x/MotherCabriniNY) 2025-10-10T23:42Z 5592 followers, 6713 engagements


"@eenLien So assuming ENVX gets a request for a test run from an EOM and that is successful. Elentic would put a dent in their recent war chest. How much would two more FAB lines cost $ENVX"  
[X Link](https://x.com/MotherCabriniNY/status/1977456108617843178) [@MotherCabriniNY](/creator/x/MotherCabriniNY) 2025-10-12T19:27Z 5593 followers, XXX engagements


"@eenLien Let us not forget this PR from $ENVX in October of last year"  
[X Link](https://x.com/MotherCabriniNY/status/1977456562479194371) [@MotherCabriniNY](/creator/x/MotherCabriniNY) 2025-10-12T19:29Z 5593 followers, XXX engagements


"Enovix Begins Shipment of Battery Cells to Customers from Malaysia Fab Oct XX 2024 FREMONT Calif. Oct. XX 2024 (GLOBE NEWSWIRE) -- Enovix Corporation (Enovix) (Nasdaq: $ENVX) a global high-performance battery company announced today that it commenced shipping EX-1M battery cell samples from its new Agility Line in Malaysia last week. This is an important milestone on the Companys journey to scale which follows shipping initial samples from Fab1 in California and opening high-volume Fab2 in Malaysia just this summer. Enovix also recently completed internal UN38.3 certification for cells now"  
[X Link](https://x.com/MotherCabriniNY/status/1977456938028789862) [@MotherCabriniNY](/creator/x/MotherCabriniNY) 2025-10-12T19:30Z 5593 followers, XXX engagements


"@eenLien It's the quiet period. $ENVX"  
[X Link](https://x.com/MotherCabriniNY/status/1977744620386681055) [@MotherCabriniNY](/creator/x/MotherCabriniNY) 2025-10-13T14:33Z 5593 followers, XXX engagements


"No such luck. You are aware that in general companies don't send people to conferences during the quiet period just to be on the safe side Obviously $ENVX has sent Raj at times. Poor form. But now the rumors are that Enovix is going to buy Elentec. So they send this guy to the conference to talk about non China sourced lithium ion batteries. If he only repeats the RouteJade publicly available information no problem. I don't see how he can get into any meaningful discussion with a drone operator without discussion of future plans"  
[X Link](https://x.com/MotherCabriniNY/status/1977804966132851011) [@MotherCabriniNY](/creator/x/MotherCabriniNY) 2025-10-13T18:33Z 5593 followers, 1079 engagements


"Fortunately you could read up on SEC quiet period regs and see that companies can conduct business during it. Do you think I was saying $ENVX has to stop everything I doubt you believed that but then again you can't call what I did say FUD. I assume you've listened to the stuff that gets rattled off before companies have conference calls about forward looking statements etc It's a "safe harbor" statement that what you are hearing may contain comments about estimates and plans and none of it may come to pass. It's not selective disclosure as it's being discussed publicly. But it could wind up"  
[X Link](https://x.com/MotherCabriniNY/status/1977864917349757433) [@MotherCabriniNY](/creator/x/MotherCabriniNY) 2025-10-13T22:31Z 5593 followers, XXX engagements


"You could read the comments I sent a link to. Or perish the thought see what the SEC itself writes. $ENVX has only casually dated quiet period regs but that doesn't mean the SEC is spreading FUD. The guys at the CES show have serious compliance departments. Press releases on new projects discussed in Vegas also cover a multitude of sins"  
[X Link](https://x.com/MotherCabriniNY/status/1977871662600057158) [@MotherCabriniNY](/creator/x/MotherCabriniNY) 2025-10-13T22:58Z 5593 followers, XXX engagements


"Covering the $ENVX weekly short puts that I had shorted to mitigate spikes on promotional "news" ahead of "earnings". Calls also overboard. Fernweh is a German word with no direct translation but it's an odd choice.Like homesickness but with more negative connotations. Gonna go to the German bullpen for this one. I only knew it because a young lady in grade school had it as a last name. @downhillcap"  
[X Link](https://x.com/MotherCabriniNY/status/1978478502962741684) [@MotherCabriniNY](/creator/x/MotherCabriniNY) 2025-10-15T15:10Z 5593 followers, 1071 engagements


"@ehhope3 @EnovixBatteries Could pay all their Form 8s. $ENVX"  
[X Link](https://x.com/MotherCabriniNY/status/1978639639322796351) [@MotherCabriniNY](/creator/x/MotherCabriniNY) 2025-10-16T01:50Z 5593 followers, XXX engagements


"Make that plaster all their Form 8s. Shareholders are paying for it. Ajay dropped another one last night. $ENVX"  
[X Link](https://x.com/MotherCabriniNY/status/1978641600130809857) [@MotherCabriniNY](/creator/x/MotherCabriniNY) 2025-10-16T01:58Z 5591 followers, XXX engagements


"@rabbitHoleGoe @ImJustALaptop @ehhope3 @EnovixBatteries I pointed to a blizzard of $ENVX Form 4s. I was then replying to a post saying it wasn't Ajay. That's it period. You know there are companies where there is insider buying This ain't one of them"  
[X Link](https://x.com/MotherCabriniNY/status/1978810296312402008) [@MotherCabriniNY](/creator/x/MotherCabriniNY) 2025-10-16T13:08Z 5593 followers, XXX engagements


"A normal company sure. $ENVX has their shareholder base believing that this is the year it all comes to realization. The Promised Land. Ajay doesn't need the money to pay his taxes. Same with Raj. Can wait a quarter. It is not a 10b5-1 situation. (Although some believe he has a $XX trigger on it.) Wake me up when they buy stock"  
[X Link](https://x.com/MotherCabriniNY/status/1978859232632905965) [@MotherCabriniNY](/creator/x/MotherCabriniNY) 2025-10-16T16:23Z 5591 followers, XXX engagements


"@Speculator_io $ENVX Enovix"  
[X Link](https://x.com/MotherCabriniNY/status/1978867760244416876) [@MotherCabriniNY](/creator/x/MotherCabriniNY) 2025-10-16T16:56Z 5592 followers, XXX engagements


""YBS in 2023 was roped in by Enovix to become a non-exclusive supplier of Enovix in Asia for manufacturing of lithium-ion batteries. US-listed Enovix to now fully fork out US$100 mil investment in battery manufacturing deal with YBS" $ENVX"  
[X Link](https://x.com/MotherCabriniNY/status/1978965941657428075) [@MotherCabriniNY](/creator/x/MotherCabriniNY) 2025-10-16T23:27Z 5590 followers, XXX engagements


"The difference between China and North Korea Cadres don't have to scribble in little notebooks during their Dear Leaders' propaganda visits"  
[X Link](https://x.com/MotherCabriniNY/status/1979638903780057483) [@MotherCabriniNY](/creator/x/MotherCabriniNY) 2025-10-18T20:01Z 5592 followers, XXX engagements


"He is first and foremost a rabid anti-Semite which you would think might give some Dems pause. And Trump is going to pull Federal funding and send in the Army. I would we loathe to see this as I live here but it will be nice to take the free bus to Columbia and smell the tear gas. Guess it's #TACO versus #FAFO. Neil Young might even get another hit record out of it. Crosby Stills Nash & Young - Ohio Lyrics via @YouTube"  
[X Link](https://x.com/MotherCabriniNY/status/1979714694203285666) [@MotherCabriniNY](/creator/x/MotherCabriniNY) 2025-10-19T01:02Z 5591 followers, XXX engagements


"@Sorenthek Zohran Mamdani the Islamist running for Mayor"  
[X Link](https://x.com/MotherCabriniNY/status/1979995798260613558) [@MotherCabriniNY](/creator/x/MotherCabriniNY) 2025-10-19T19:39Z 5593 followers, XX engagements


"I didn't know who you are until now. (I didn't know who Charlie Kirk was either. I don't know a lot of stuff.) You're a human with something funky in your brain. If you ever have questions about MRI imaging just tag me. I hid my lifetime limit on contrast dye XX or so years ago. My best wishes for your recovery"  
[X Link](https://x.com/MotherCabriniNY/status/1979997980397842694) [@MotherCabriniNY](/creator/x/MotherCabriniNY) 2025-10-19T19:47Z 5593 followers, XXX engagements


"@StanphylCap And it's "only" $600K. Our guy stacks cheese"  
[X Link](https://x.com/MotherCabriniNY/status/1980375377173479860) [@MotherCabriniNY](/creator/x/MotherCabriniNY) 2025-10-20T20:47Z 5592 followers, XX engagements


"@ImJustALaptop @ehhope3 @EnovixBatteries Sez Marathe Ajay here. Previous night was another exec Truong Kristina"  
[X Link](https://x.com/MotherCabriniNY/status/1978646115638538449) [@MotherCabriniNY](/creator/x/MotherCabriniNY) 2025-10-16T02:16Z 5594 followers, 7352 engagements


"@DoombergT It's like a really really big butterfly that has flapped its wings. #Nexperia #FAFO"  
[X Link](https://x.com/MotherCabriniNY/status/1980701492542570540) [@MotherCabriniNY](/creator/x/MotherCabriniNY) 2025-10-21T18:23Z 5594 followers, XXX engagements


"@Convertbond So much winning maybe please a little less winning. $COF $ZION $FITB $JPM and a host of other miscreants"  
[X Link](https://x.com/MotherCabriniNY/status/1980817276485136608) [@MotherCabriniNY](/creator/x/MotherCabriniNY) 2025-10-22T02:03Z 5594 followers, XXX engagements


"Candidly it looks like just the beginning. Lotta unknown knowns here for $JEF. Didn't disclose their fees for all this work for Point Bonita. It's not like this bond pricing reflects some possibly grim outcomes. Let us prey for the DIP as well as $UBS which might get exciting too.Never want the judge to say he's never seen the likes of this"  
[X Link](https://x.com/MotherCabriniNY/status/1976459921420943446) [@MotherCabriniNY](/creator/x/MotherCabriniNY) 2025-10-10T01:29Z 5594 followers, XXX engagements


"Malaysia is more than happy to tranship Blackwells. (Special economic zone recently established with Singapore.) That is why Johor has so many data centers. Many are fronts for Chinese entities and Chinese companies can access them in the cloud. Or tranship. The paperwork looks fine. $NVDA $SMCI"  
[X Link](https://x.com/MotherCabriniNY/status/1979260884997292199) [@MotherCabriniNY](/creator/x/MotherCabriniNY) 2025-10-17T18:59Z 5594 followers, 11.1K engagements


"@zerohedge Never trust a company that can quantify write downs so quickly in the early innings of the First Brands meltdown. Not that they have FB exposure but credit is getting re-rated. $ZION $ZION"  
[X Link](https://x.com/MotherCabriniNY/status/1980437912975208862) [@MotherCabriniNY](/creator/x/MotherCabriniNY) 2025-10-21T00:56Z 5594 followers, XXX engagements


"ThinkorSwim news sez " $CVNA shares are trading higher. The company expanded same-day delivery to San Diego.""  
[X Link](https://x.com/MotherCabriniNY/status/1980684473827226029) [@MotherCabriniNY](/creator/x/MotherCabriniNY) 2025-10-21T17:15Z 5594 followers, XXX engagements


"Ya know I get the idea that you want to address potential problems ASAP. (Looking at you $FITB) I just find it hard to believe that $ZION or any regional can drill down on their loan book that quickly. I've never seen "criticized" used in that context but I don't get out much. Sounds like something a STO Chinese bank would say"  
[X Link](https://x.com/MotherCabriniNY/status/1980698507942953399) [@MotherCabriniNY](/creator/x/MotherCabriniNY) 2025-10-21T18:11Z 5594 followers, XXX engagements


"Disclosure: I'm not short any individual regional"  
[X Link](https://x.com/MotherCabriniNY/status/1980698680303972582) [@MotherCabriniNY](/creator/x/MotherCabriniNY) 2025-10-21T18:12Z 5593 followers, XXX engagements


"And while I am on the soapbox: lotta auto related names just whistling in the dark about the auto part food chain. A giant factor for vendors just crashed and burned. Not to mention #Nexperia . This is a big deal. H/T @DoombergT who just posted a Substack on the subject entitled "90% of the law". Behind a paywall and you really should subscribe. But here is a snippet: "We suspect few of you had heard of Nexperia until last week but the company plays a critical role in many supply chains most notably automotive and consumer electronics. For all the attention high-end computer chip designers"  
[X Link](https://x.com/MotherCabriniNY/status/1980700753762165231) [@MotherCabriniNY](/creator/x/MotherCabriniNY) 2025-10-21T18:20Z 5594 followers, XXX engagements


"@DoombergT And it is NOT $NXPI. Spun off some time ago. #Nexperia has a 900K sq ft plant in China. The Dutch office is NOT the voice that matters. No position but I see the rally in $GM and think "That's nice but did you see WTF is coming your way""  
[X Link](https://x.com/MotherCabriniNY/status/1980702779581821403) [@MotherCabriniNY](/creator/x/MotherCabriniNY) 2025-10-21T18:28Z 5594 followers, XXX engagements


"Add $JEF to my rant about firms that know their incredibly complex loan book or balance sheet is all good the next day. Not to mention that YOU can be fine but mebbe your counterparties aren't. Drexel didn't fail and thereby collapse the junk bond market; the junk bond market glowed like the "Elephant Foot" at Chernobyl and took out Drexel"  
[X Link](https://x.com/MotherCabriniNY/status/1980705141784289649) [@MotherCabriniNY](/creator/x/MotherCabriniNY) 2025-10-21T18:38Z 5593 followers, XXX engagements


"@DonutShorts Mrs Mother's parents had this in their office in a rubber plantation in Malaysia. Oh that was a fun first meeting. But I remember the sign"  
[X Link](https://x.com/MotherCabriniNY/status/1980706671300341833) [@MotherCabriniNY](/creator/x/MotherCabriniNY) 2025-10-21T18:44Z 5594 followers, XXX engagements


"@PetaZetazz @zerohedge And they deserve the benefit of the doubt why Every time credit wobbles $ZION gets the fish eye"  
[X Link](https://x.com/MotherCabriniNY/status/1980812438472905171) [@MotherCabriniNY](/creator/x/MotherCabriniNY) 2025-10-22T01:44Z 5594 followers, XX engagements


"@PetaZetazz @zerohedge What does First Brands have to do with $ZION"  
[X Link](https://x.com/MotherCabriniNY/status/1980817837070618727) [@MotherCabriniNY](/creator/x/MotherCabriniNY) 2025-10-22T02:05Z 5594 followers, XX engagements