[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.] [@Reignots](/creator/twitter/Reignots) "@AKWilk Someone once started the pitch with since the dawn of man he has dreamt of conquering the skies for $BA. The stock then promptly moved from $XXX to $XXX and he is no longer at the firm"  [@Reignots](/creator/x/Reignots) on [X](/post/tweet/1946309434294124795) 2025-07-18 20:41:44 UTC XXX followers, XXX engagements "So when does Bloomberg update to reflect the 555MM EUR net cash on MyTheresa's balance sheet $MYTE $CFR.SW 🤷♂"  [@Reignots](/creator/x/Reignots) on [X](/post/tweet/1910743078127681648) 2025-04-11 17:13:44 UTC XXX followers, XXX engagements "Got on the $TGEN train mainly because I think the recent $CRWV $6B Lancaster and $BX QTS $25B NEPA data center announcements are not priced in at all. $EQT CEO/gas luminary @Shalennial has always said the Marcellus game is about creating in-basin gas demand - well here it is"  [@Reignots](/creator/x/Reignots) on [X](/post/tweet/1946292480569135554) 2025-07-18 19:34:22 UTC XXX followers, XXX engagements "@abroninvestor Are we ready to admit the 80+ year old value investor fossils made a mistake fighting the sweetened bid caused AMF to torpedo the squeeze and are now left holding the bag XX% lower pretending to be happy out of principle 🤡 @FoxCastlehold @BolloreVivendi $BOL.PA $BOIVF"  [@Reignots](/creator/x/Reignots) on [X](/post/tweet/1930422585671471204) 2025-06-05 00:33:04 UTC XXX followers, XXX engagements "@david_katunaric Temporal mismatch How much did US use in its X peak post WW2 construction boom years"  [@Reignots](/creator/x/Reignots) on [X](/post/tweet/1947265558971330608) 2025-07-21 12:01:02 UTC XXX followers, XXX engagements "@ClarkSquareCap Pandora $PNDORA.CO largest jeweler in the world 60%+ ROIC high-teens EPS growth transforming from collectible/kiddy charms business to full-fledged mid-lux full jeweler highly fragmented market vertical integration from design to manufacturing and distribution. Mid-teens P/E"  [@Reignots](/creator/x/Reignots) on [X](/post/tweet/1924202871370694765) 2025-05-18 20:38:09 UTC XXX followers, 1553 engagements "@ClarkSquareCap SBI Holdings $SBHGF $8473.JP - $11.5B market cap owns X% of Ripple worth $2.3B at last valuation but likely worth 4x at IPO at treasury value alone. If you value this at zero trades at 1x book 6x P/E and owns one of the best neobanks + brokerages in Japan amid rising rates"  [@Reignots](/creator/x/Reignots) on [X](/post/tweet/1944883301573144646) 2025-07-14 22:14:47 UTC XXX followers, 7212 engagements "Ok my fellow XX IQ $GLXY investooooors the moment youve been waiting for is herea semi legit Wall Street initiation from Piper"  [@Reignots](/creator/x/Reignots) on [X](/post/tweet/1947260194062205102) 2025-07-21 11:39:43 UTC XXX followers, 12K engagements "@AltayCapital @JapanDeepValue1 @ClarkSquareCap @ACapitalLP What is the advantage of having cash sitting trapped in your Korean sub Thats fucking dumb and the only unlock is aligned with the minority common to release that dead capital"  [@Reignots](/creator/x/Reignots) on [X](/post/tweet/1947794473028624578) 2025-07-22 23:02:45 UTC XXX followers, XX engagements
[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.]
@Reignots
"@AKWilk Someone once started the pitch with since the dawn of man he has dreamt of conquering the skies for $BA. The stock then promptly moved from $XXX to $XXX and he is no longer at the firm"
@Reignots on X 2025-07-18 20:41:44 UTC XXX followers, XXX engagements
"So when does Bloomberg update to reflect the 555MM EUR net cash on MyTheresa's balance sheet $MYTE $CFR.SW 🤷♂" @Reignots on X 2025-04-11 17:13:44 UTC XXX followers, XXX engagements
"Got on the $TGEN train mainly because I think the recent $CRWV $6B Lancaster and $BX QTS $25B NEPA data center announcements are not priced in at all. $EQT CEO/gas luminary @Shalennial has always said the Marcellus game is about creating in-basin gas demand - well here it is" @Reignots on X 2025-07-18 19:34:22 UTC XXX followers, XXX engagements
"@abroninvestor Are we ready to admit the 80+ year old value investor fossils made a mistake fighting the sweetened bid caused AMF to torpedo the squeeze and are now left holding the bag XX% lower pretending to be happy out of principle 🤡 @FoxCastlehold @BolloreVivendi $BOL.PA $BOIVF" @Reignots on X 2025-06-05 00:33:04 UTC XXX followers, XXX engagements
"@david_katunaric Temporal mismatch How much did US use in its X peak post WW2 construction boom years" @Reignots on X 2025-07-21 12:01:02 UTC XXX followers, XXX engagements
"@ClarkSquareCap Pandora $PNDORA.CO largest jeweler in the world 60%+ ROIC high-teens EPS growth transforming from collectible/kiddy charms business to full-fledged mid-lux full jeweler highly fragmented market vertical integration from design to manufacturing and distribution. Mid-teens P/E" @Reignots on X 2025-05-18 20:38:09 UTC XXX followers, 1553 engagements
"@ClarkSquareCap SBI Holdings $SBHGF $8473.JP - $11.5B market cap owns X% of Ripple worth $2.3B at last valuation but likely worth 4x at IPO at treasury value alone. If you value this at zero trades at 1x book 6x P/E and owns one of the best neobanks + brokerages in Japan amid rising rates" @Reignots on X 2025-07-14 22:14:47 UTC XXX followers, 7212 engagements
"Ok my fellow XX IQ $GLXY investooooors the moment youve been waiting for is herea semi legit Wall Street initiation from Piper" @Reignots on X 2025-07-21 11:39:43 UTC XXX followers, 12K engagements
"@AltayCapital @JapanDeepValue1 @ClarkSquareCap @ACapitalLP What is the advantage of having cash sitting trapped in your Korean sub Thats fucking dumb and the only unlock is aligned with the minority common to release that dead capital" @Reignots on X 2025-07-22 23:02:45 UTC XXX followers, XX engagements