[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) "@AltayCapital @JapanDeepValue1 @ClarkSquareCap @ACapitalLP I think thats way too cynical and strong of an interpretation. You win less than the activist but I think everyone can win. They dont need to squeeze you for the last X% of upside. Its obvious what the fastest path to IRR creation here and $GRVY minorities arent screwed in it"  [@Reignots](/creator/x/Reignots) on [X](/post/tweet/1947797937360126023) 2025-07-22 23:16:31 UTC XXX followers, XXX engagements "The audacity from Walleye to be short XXX% of $GLXY shares in the era of $OPEN $KSS $GPRO squeezepocalypse is.admirable"  [@Reignots](/creator/x/Reignots) on [X](/post/tweet/1948036868970295416) 2025-07-23 15:05:56 UTC XXX followers, 10.8K engagements "Ive had held $SRPT to this point and think it can double tomorrow. $400MM out of cost structure ambulatory preserved decent run rate on PMO SiRNA pipe still valuable. XX% short interest. Trades like 3x EBITDA ex-pipeline. Too cheap even for a piece of 💩 🚀"  [@Reignots](/creator/x/Reignots) on [X](/post/tweet/1945591555269497240) 2025-07-16 21:09:08 UTC XXX followers, XXX engagements "@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 "Welcome back my fellow Japanese degens 🚀 $SBHGF $8473.JP"  [@Reignots](/creator/x/Reignots) on [X](/post/tweet/1947452889074725089) 2025-07-22 00:25:25 UTC XXX followers, XXX engagements "$BOIVF $BOL.PA $ODET.PA casual 3.3M buyback last week amid the mayhem - biggest I can recall in recent memory XXX% of float"  [@Reignots](/creator/x/Reignots) on [X](/post/tweet/1911816067086717350) 2025-04-14 16:17:24 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 "@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, 1554 engagements "@Credib1eGuy Not too late to join these brilliant gentlemen via $SBHGF 🚀"  [@Reignots](/creator/x/Reignots) on [X](/post/tweet/1945647991097888783) 2025-07-17 00:53:24 UTC XXX followers, 1291 engagements "Update: after a XX% rally $SOHU now trades at a measly *checks notes* XX% discount to NAV"  [@Reignots](/creator/x/Reignots) on [X](/post/tweet/1939786411307130885) 2025-06-30 20:41:34 UTC XXX followers, 5622 engagements "Litigation Finance tax Sec. 70604 officially out of the final text of the Senate bill that just passed $BUR"  [@Reignots](/creator/x/Reignots) on [X](/post/tweet/1940081716565029189) 2025-07-01 16:15:00 UTC XXX followers, 6472 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, 8877 engagements "@ContrarianCurse Why $COOP ripping one for one in line with ratio"  [@Reignots](/creator/x/Reignots) on [X](/post/tweet/1947814185779286129) 2025-07-23 00:21:05 UTC XXX followers, XXX engagements "So $XRP is up to all time highs at $3.25+ and you are not buying $SBHGF for negative equity value on the entire business ex-Ripple stake WTF is wrong with you lot"  [@Reignots](/creator/x/Reignots) on [X](/post/tweet/1945875064215191836) 2025-07-17 15:55:42 UTC XXX followers, XXX engagements "Another one (with a weak ass $XX PT cmon @HandlerRich) $GLXY @stefanvanderlux @RHouseResearch"  [@Reignots](/creator/x/Reignots) on [X](/post/tweet/1947811765695500372) 2025-07-23 00:11:28 UTC XXX followers, 3431 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, 13.1K engagements "For closure: puked our morning after 3rd death $XX lost 50%. Ouch - at least sized it right given the risk. Lesson learned: management lies graze good businesses bruise bad ones and murder the terminally ill"  [@Reignots](/creator/x/Reignots) on [X](/post/tweet/1947821475349856326) 2025-07-23 00:50:03 UTC XXX followers, XX engagements "@LogicalThesis This is a really interesting one. What do you make of the fact Vertiv doesn't have exclusive rights within the US The biggest addressable market for this ex-Stargate UAE is probably TX/PA given gas supply does $TGEN itself have the salesforce to sell into these projects"  [@Reignots](/creator/x/Reignots) on [X](/post/tweet/1946220466495979646) 2025-07-18 14:48:12 UTC XXX followers, XXX 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, XXX engagements "Sneaky upsized 10M buyback right before results what are the odds this number doesn't step up on a -X% earnings reaction and family soaks up low-IQ selling by Vanguard/DFA/other indices/quants Zero. $BOL.PA $BOIVF"  [@Reignots](/creator/x/Reignots) on [X](/post/tweet/1901988208595841383) 2025-03-18 13:25:00 UTC XXX followers, XXX engagements "$XRP is now motherfucking $XXXX and you can still buy $SBHGF illiquid pink papers on a Japanese holiday after a better than feared election for unch. Carried at zero trades at 1x book. Gotta love this country"  [@Reignots](/creator/x/Reignots) on [X](/post/tweet/1947345539202224295) 2025-07-21 17:18:51 UTC XXX followers, XXX engagements "@abroninvestor So we are blaming Vincent instead of the greedy minorities egging AMF to block the buyouts - got it"  [@Reignots](/creator/x/Reignots) on [X](/post/tweet/1947790868879941641) 2025-07-22 22:48:26 UTC XXX followers, XXX 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
"@AltayCapital @JapanDeepValue1 @ClarkSquareCap @ACapitalLP I think thats way too cynical and strong of an interpretation. You win less than the activist but I think everyone can win. They dont need to squeeze you for the last X% of upside. Its obvious what the fastest path to IRR creation here and $GRVY minorities arent screwed in it" @Reignots on X 2025-07-22 23:16:31 UTC XXX followers, XXX engagements
"The audacity from Walleye to be short XXX% of $GLXY shares in the era of $OPEN $KSS $GPRO squeezepocalypse is.admirable" @Reignots on X 2025-07-23 15:05:56 UTC XXX followers, 10.8K engagements
"Ive had held $SRPT to this point and think it can double tomorrow. $400MM out of cost structure ambulatory preserved decent run rate on PMO SiRNA pipe still valuable. XX% short interest. Trades like 3x EBITDA ex-pipeline. Too cheap even for a piece of 💩 🚀" @Reignots on X 2025-07-16 21:09:08 UTC XXX followers, XXX engagements
"@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
"Welcome back my fellow Japanese degens 🚀 $SBHGF $8473.JP" @Reignots on X 2025-07-22 00:25:25 UTC XXX followers, XXX engagements
"$BOIVF $BOL.PA $ODET.PA casual 3.3M buyback last week amid the mayhem - biggest I can recall in recent memory XXX% of float" @Reignots on X 2025-04-14 16:17:24 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
"@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, 1554 engagements
"@Credib1eGuy Not too late to join these brilliant gentlemen via $SBHGF 🚀" @Reignots on X 2025-07-17 00:53:24 UTC XXX followers, 1291 engagements
"Update: after a XX% rally $SOHU now trades at a measly checks notes XX% discount to NAV" @Reignots on X 2025-06-30 20:41:34 UTC XXX followers, 5622 engagements
"Litigation Finance tax Sec. 70604 officially out of the final text of the Senate bill that just passed $BUR" @Reignots on X 2025-07-01 16:15:00 UTC XXX followers, 6472 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, 8877 engagements
"@ContrarianCurse Why $COOP ripping one for one in line with ratio" @Reignots on X 2025-07-23 00:21:05 UTC XXX followers, XXX engagements
"So $XRP is up to all time highs at $3.25+ and you are not buying $SBHGF for negative equity value on the entire business ex-Ripple stake WTF is wrong with you lot" @Reignots on X 2025-07-17 15:55:42 UTC XXX followers, XXX engagements
"Another one (with a weak ass $XX PT cmon @HandlerRich) $GLXY @stefanvanderlux @RHouseResearch" @Reignots on X 2025-07-23 00:11:28 UTC XXX followers, 3431 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, 13.1K engagements
"For closure: puked our morning after 3rd death $XX lost 50%. Ouch - at least sized it right given the risk. Lesson learned: management lies graze good businesses bruise bad ones and murder the terminally ill" @Reignots on X 2025-07-23 00:50:03 UTC XXX followers, XX engagements
"@LogicalThesis This is a really interesting one. What do you make of the fact Vertiv doesn't have exclusive rights within the US The biggest addressable market for this ex-Stargate UAE is probably TX/PA given gas supply does $TGEN itself have the salesforce to sell into these projects" @Reignots on X 2025-07-18 14:48:12 UTC XXX followers, XXX 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, XXX engagements
"Sneaky upsized 10M buyback right before results what are the odds this number doesn't step up on a -X% earnings reaction and family soaks up low-IQ selling by Vanguard/DFA/other indices/quants Zero. $BOL.PA $BOIVF" @Reignots on X 2025-03-18 13:25:00 UTC XXX followers, XXX engagements
"$XRP is now motherfucking $XXXX and you can still buy $SBHGF illiquid pink papers on a Japanese holiday after a better than feared election for unch. Carried at zero trades at 1x book. Gotta love this country" @Reignots on X 2025-07-21 17:18:51 UTC XXX followers, XXX engagements
"@abroninvestor So we are blaming Vincent instead of the greedy minorities egging AMF to block the buyouts - got it" @Reignots on X 2025-07-22 22:48:26 UTC XXX followers, XXX engagements
/creator/twitter::1695520805218611201/posts