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[@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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1695520805218611201.png) [@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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1695520805218611201.png) [@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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1695520805218611201.png) [@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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1695520805218611201.png) [@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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1695520805218611201.png) [@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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1695520805218611201.png) [@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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1695520805218611201.png) [@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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1695520805218611201.png) [@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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1695520805218611201.png) [@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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1695520805218611201.png) [@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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1695520805218611201.png) [@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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1695520805218611201.png) [@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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1695520805218611201.png) [@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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1695520805218611201.png) [@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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1695520805218611201.png) [@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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1695520805218611201.png) [@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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1695520805218611201.png) [@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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1695520805218611201.png) [@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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1695520805218611201.png) [@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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1695520805218611201.png) [@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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1695520805218611201.png) [@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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1695520805218611201.png) [@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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1695520805218611201.png) [@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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1695520805218611201.png) [@Reignots](/creator/x/Reignots) on [X](/post/tweet/1947790868879941641) 2025-07-22 22:48:26 UTC XXX followers, XXX engagements