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[@Reignots](/creator/twitter/Reignots)
"I have to say Bollore $BOL.PA $BOIVF is trading in recent days like a capital announcement coming. Could be a pre $UMG US listing move but the cash pile with the sell-down is going to be upper single digit billions. If they tender at 2023 offer ($7 todays FX) thats a XX% gap-up. 🤷"  
[X Link](https://x.com/Reignots/status/1973528667419549739) [@Reignots](/creator/x/Reignots) 2025-10-01T23:21Z 1118 followers, XXX engagements


"When I said $CLPT is the next $ISRG last week I didnt expect a deadass neuro robot 🔥"  
[X Link](https://x.com/Reignots/status/1973562411836907694) [@Reignots](/creator/x/Reignots) 2025-10-02T01:35Z 1117 followers, 1512 engagements


"@DuconGoretti @DavidgMeehan Do you think anything will happen in the galaxy before the Vivendi ruling There's so much cash and with the 4Q UMG US listing there's more coming in and the public values have gotten smashed I'd be a little surprised if the sly old man isn't plotting something soon"  
[X Link](https://x.com/Reignots/status/1975971479176323108) [@Reignots](/creator/x/Reignots) 2025-10-08T17:08Z 1118 followers, XX engagements


"Another clip of US pharma/bio capacity coming for $RPID's multi-system buildout: $AZN"  
[X Link](https://x.com/Reignots/status/1976716037237375040) [@Reignots](/creator/x/Reignots) 2025-10-10T18:26Z 1118 followers, XXX engagements


"H/T to @RitzerAdam for this - first time I've seen customers laid out clearly in this format and definitely a few new ones to me. Main missing in the top XX (and upside opportunity): Wuxi (China) Astra (incoming) Pfizer Catalent (Novo) and Sanofi $RPID"  
[X Link](https://x.com/Reignots/status/1978110196216975380) [@Reignots](/creator/x/Reignots) 2025-10-14T14:46Z 1117 followers, XXX engagements


"The richest information in the Age of Grift is in these almost XXX% insider info massive option trades with short maturities - Id be shocked if $TGEN didnt get bought out bychecks notes01/16/2026"  
[X Link](https://x.com/Reignots/status/1978181456389173364) [@Reignots](/creator/x/Reignots) 2025-10-14T19:29Z 1119 followers, 1596 engagements


"So why is $TGEN going bunkers today"  
[X Link](https://x.com/Reignots/status/1978478875072991565) [@Reignots](/creator/x/Reignots) 2025-10-15T15:11Z 1118 followers, 1059 engagements


"@linglingfool Because insider info"  
[X Link](https://x.com/Reignots/status/1978538801501790680) [@Reignots](/creator/x/Reignots) 2025-10-15T19:09Z 1117 followers, XX engagements


"Ripple $XRP somehow included on the fairly short list of guests at @POTUS ballroom grand opening - you know what that means for SBI Holdings $SBHGF right"  
[X Link](https://x.com/Reignots/status/1978629104149704938) [@Reignots](/creator/x/Reignots) 2025-10-16T01:08Z 1118 followers, XXX engagements


"Added to $GAP position. CEO Dickson's Barbie turnaround playbook is in full force at Gap brands following up on the @katseyeworld hit with a @GwynethPaltrow mother/daughter campaign sure to pull wallets. Zac Posen working his magic. 10x P/E for a great American revival story"  
[X Link](https://x.com/Reignots/status/1974115300649152650) [@Reignots](/creator/x/Reignots) 2025-10-03T14:12Z 1123 followers, 4703 engagements


"$GAP social engagement tipping post-Katseye ad and this Gwyneth Paltrow/Apple Martin campaign looks to build on that with a sentimental twist. This is the next $AEO calling it"  
[X Link](https://x.com/Reignots/status/1974214485381439586) [@Reignots](/creator/x/Reignots) 2025-10-03T20:46Z 1123 followers, 12.7K engagements


"@Vinyle_mobile I think market knew they needed more financing for build-out and this probably puts in the floor since buyer is not selling for years. If this is $BLK then access to GIP financing is a big positive. It wasnt dilutive until the rally from like a week ago so"  
[X Link](https://x.com/Reignots/status/1976757504961851808) [@Reignots](/creator/x/Reignots) 2025-10-10T21:11Z 1123 followers, 7459 engagements


"Excellent call. Lux is back. Maybe minus the few crypto bros that got wiped out by butt doodoo coins last Friday. $LUXE $LVMUY"  
[X Link](https://x.com/Reignots/status/1978179120077885479) [@Reignots](/creator/x/Reignots) 2025-10-14T19:20Z 1123 followers, XXX engagements


"Reposting this gem. TickerTrends nailed $LVMUY into 3Q earnings I dont doubt the below tracking for $LUXE sites especially given the timing of new management change and asset rallies"  
[X Link](https://x.com/Reignots/status/1978180941387362418) [@Reignots](/creator/x/Reignots) 2025-10-14T19:27Z 1123 followers, 2402 engagements


"Merck KGaA parent of Millipore Sigma agreed with @CommerceGov to invest in US manufacturing and research as part of its deal to lower future tariffs. $RPID Growth Direct system is cited as a "leading-edge" partner in their QC portfolio"  
[X Link](https://x.com/Reignots/status/1979185120826261934) [@Reignots](/creator/x/Reignots) 2025-10-17T13:57Z 1123 followers, 3129 engagements


"@Dr_Singularity Bro looks concerned about getting Peking Blindered by Tommy Shelbyte"  
[X Link](https://x.com/Reignots/status/1979550659960803838) [@Reignots](/creator/x/Reignots) 2025-10-18T14:10Z 1123 followers, XXX engagements


"@KairosPraxis Theyve been selling this shit since $UBER was $XX my guy"  
[X Link](https://x.com/Reignots/status/1979632555914874930) [@Reignots](/creator/x/Reignots) 2025-10-18T19:35Z 1123 followers, XXX engagements


"So we understand that blowout $TMO and $LONN.SW results = $RPID beat and raise upcoming with M&A odds also moving higher yeah"  
[X Link](https://x.com/Reignots/status/1948007329737167026) [@Reignots](/creator/x/Reignots) 2025-07-23T13:08Z 1122 followers, 1378 engagements


"So are we like so so back fellow Bollore bag holders $BOL.PA $ODET.PA $UNVGY $UNGNF $BOIVF $UMG.AS @taylorswift13 @East72Dynasty @SpecSitsCapMgmt @FoxCastlehold"  
[X Link](https://x.com/Reignots/status/1955790120390681010) [@Reignots](/creator/x/Reignots) 2025-08-14T00:34Z 1123 followers, 2079 engagements


"Even though pop sensation #KPOPDEMONHUNTERS is distributed by Sony Pictures the very catchy and high-performing album is distributed by UMGs Republic Records. Do we have hope x2 fellow Bollore and UMG $BOL.PA $UMG.AS bag holders @SpecSitsCapMgmt @FoxCastlehold @East72Dynasty"  
[X Link](https://x.com/Reignots/status/1957973514616496522) [@Reignots](/creator/x/Reignots) 2025-08-20T01:10Z 1123 followers, 1457 engagements


"It's absolutely comical to me how shittily UMG $UMG.AS $UMGNF (and transitively Bollore $BOL.PA $BOIVF) trades with KPDH absolutely crushing the charts especially when so much high-margin merchandise revenues are coming their way. Do people think Sony owns this And not realize the Hybe/JYP/SM distribution agreements give UMG a global monopoly on kpop"  
[X Link](https://x.com/Reignots/status/1965160843370213472) [@Reignots](/creator/x/Reignots) 2025-09-08T21:10Z 1122 followers, 6240 engagements


"It's absolutely comical to me how shittily UMG $UMG.AS $UMGNF (and transitively Bollore $BOL.PA $BOIVF) trades with KPDH absolutely crushing the charts especially when so much high-margin merchandise revenues are coming their way. Do people think Sony owns this And not realize the Hybe/JYP/SM distribution agreements give UMG a global monopoly on kpop"  
[X Link](https://x.com/Reignots/status/1965160871451410505) [@Reignots](/creator/x/Reignots) 2025-09-08T21:10Z 1122 followers, 1216 engagements


"Immediately catches an upgrade 🤔 $UMG.AS $UMGNF $BOL.PA $BOIVF (full value is like XX EUR on Bollore fwiw if they ever unwind this shit control loop bullcrap)"  
[X Link](https://x.com/Reignots/status/1965193995157635579) [@Reignots](/creator/x/Reignots) 2025-09-08T23:22Z 1122 followers, XXX engagements


"$UMG.AS UMG upgrade from Citi"  
[X Link](https://x.com/Reignots/status/1965200742765265040) [@Reignots](/creator/x/Reignots) 2025-09-08T23:49Z 1122 followers, XXX engagements


"Bollore $BOL.PA relative underperformance to its own proxy $ODET.PA and its main value constituents $UMG.AS and $VIV.PA is comical - on the order of 20-50% over the last X years. Vincent and his little bastards are gunning for the squeeze-out; the reversion will be explosive"  
[X Link](https://x.com/Reignots/status/1965399978110865546) [@Reignots](/creator/x/Reignots) 2025-09-09T13:00Z 1123 followers, 4007 engagements


"This probably isnt not bullish for $RPID @rapidmicrobio $GSK"  
[X Link](https://x.com/Reignots/status/1968090422716346463) [@Reignots](/creator/x/Reignots) 2025-09-16T23:11Z 1122 followers, XXX engagements


"@RitzerAdam @Psych_Bags I really think they just need that first GD order placed sometime in Nov/Dec (cant be later than Jan contractually) and we are off to the races. Helps that Merck KG itself will have to announce a US facility very soon"  
[X Link](https://x.com/Reignots/status/1973176043143119208) [@Reignots](/creator/x/Reignots) 2025-10-01T00:00Z 1122 followers, XX engagements


"Piper increases $GLXY PT to $XX from $XX - big range of valuation outcomes on Helios unsurprisingly. Notes potential for 1GW expansion LT from recent land purchase. Increased EBITDA multiple on DC but notes still elevated discount to $DLR and $EQIX"  
[X Link](https://x.com/Reignots/status/1973379797498634337) [@Reignots](/creator/x/Reignots) 2025-10-01T13:29Z 1123 followers, 4766 engagements


"Dumb $WIX sell-off today. Loveable product was announced days ago; WIX has a far superior conversion to monetization from the funnel no other vibe coder can replicate yet. Dont see material deterioration in Trends. The volatility makes no sense especially at this valuation"  
[X Link](https://x.com/Reignots/status/1973442248072372602) [@Reignots](/creator/x/Reignots) 2025-10-01T17:37Z 1123 followers, 2686 engagements


"No new Permian gas pipes for a while. Exxon telling LOs on field trip they are gonna grow towards X milly in the Permian medium-term. $EPD and $ET have to be printing on their intrastate gas pipe arbs no #waha"  
[X Link](https://x.com/Reignots/status/1974128020119302383) [@Reignots](/creator/x/Reignots) 2025-10-03T15:02Z 1123 followers, XXX engagements


"@benbonning Id love to get your take on $VRA Vera Bradley too - much smaller and lower quality position but reminds me of earlier innings in $GAP turnaround"  
[X Link](https://x.com/Reignots/status/1974267791080341580) [@Reignots](/creator/x/Reignots) 2025-10-04T00:18Z 1122 followers, XXX engagements


"@benbonning 👍 Ive tracked $VFC for awhile never built enough conviction to pull trigger but its pretty bombed out. Best fashion calls historically for me have been $RL from 2022+ ( $GAP blueprint in some ways) and $AEO a month ago (S/O Queen Sydney)"  
[X Link](https://x.com/Reignots/status/1974269578331971786) [@Reignots](/creator/x/Reignots) 2025-10-04T00:25Z 1122 followers, XXX engagements


"$CLPT these mfs on a hot streak 🔥"  
[X Link](https://x.com/Reignots/status/1975688046222991755) [@Reignots](/creator/x/Reignots) 2025-10-07T22:21Z 1120 followers, 1578 engagements


"Delek US $DK remains one of the most hated names in refining/small-cap energy with XX% of float shorted and ripe for a squeeze. Despite the rally the SRE value isnt fairly reflected and $DKL still accounts for majority of their value. (1/2)"  
[X Link](https://x.com/Reignots/status/1976023658972971153) [@Reignots](/creator/x/Reignots) 2025-10-08T20:35Z 1120 followers, XXX engagements


"UBS hiked $DK EPS estimates this morning for 3Q from -63c to +30c; Piper raised from -48c to +9c. Consensus still -60c. Diesel m2m raging strong and cost initiatives tracking better than expected. This will rip faces into the $50s. (2/2)"  
[X Link](https://x.com/Reignots/status/1976024285811446110) [@Reignots](/creator/x/Reignots) 2025-10-08T20:37Z 1122 followers, XXX engagements


"Here's the next multi-system Growth Direct order out of Asia $RPID"  
[X Link](https://x.com/Reignots/status/1977710720151097699) [@Reignots](/creator/x/Reignots) 2025-10-13T12:19Z 1122 followers, 5628 engagements


"TD Cowen $XX PT $LUXE"  
[X Link](https://x.com/Reignots/status/1977724944503988662) [@Reignots](/creator/x/Reignots) 2025-10-13T13:15Z 1122 followers, 10.9K engagements


"This is XXX% the correct math. $GLXY (and also $DBRG) are under the radar and deeply undervalued"  
[X Link](https://x.com/Reignots/status/1978805767999205868) [@Reignots](/creator/x/Reignots) 2025-10-16T12:50Z 1122 followers, 2068 engagements


"Well done by @SahandL7 - I missed the Luisviaroma BK wonder how many more on the competitor list is about to go belly up. $LUXE"  
[X Link](https://x.com/Reignots/status/1978878548380103070) [@Reignots](/creator/x/Reignots) 2025-10-16T17:39Z 1122 followers, XXX engagements


"Saks what a flaming bag of putrid excrementripe for $LUXE MyTheresa/NAP/MRP to pick up their business. Bonds down X points to 44c on the dollar. Losing half a billion annualizedthis cant last"  
[X Link](https://x.com/Reignots/status/1978913644382445695) [@Reignots](/creator/x/Reignots) 2025-10-16T19:59Z 1123 followers, 6071 engagements


"@busgus Its a good question and honestly I havent done the math but that report has kept me away from this stock. I like $KYIV a lot more (and the warrant $KYIVW) its the Tencent of Ukraine and I think is a triple when the war eventually ends"  
[X Link](https://x.com/Reignots/status/1979641410015166787) [@Reignots](/creator/x/Reignots) 2025-10-18T20:11Z 1123 followers, XX engagements


"Luxury has clearly bottomed. $LVMUY up X% post-results. DFS rebound pretty strong indicator for returning Chinese/Asian demand. Great read for $LUXE"  
[X Link](https://x.com/Reignots/status/1978151629145669681) [@Reignots](/creator/x/Reignots) 2025-10-14T17:31Z 1123 followers, 8778 engagements


"@OGCapital25 I don't think you understand the difference in asymmetry between his GBP short and being long AI stocks right now"  
[X Link](https://x.com/Reignots/status/1979671282934518020) [@Reignots](/creator/x/Reignots) 2025-10-18T22:09Z 1123 followers, XXX engagements