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[@River1AM](/creator/twitter/River1AM)
"$SNPS bought $ANSS for the wrong price. To add salt to the wound they used $15bn in debt. The high bar of $XX EPS came in low. Market making $SNPS pay the price"  
[X Link](https://x.com/River1AM/status/1967949987872137445) [@River1AM](/creator/x/River1AM) 2025-09-16T13:53Z XXX followers, 226.6K engagements


"@B__Digs @IbkrRay3000 $3B to build out Vineland 300MW is the quoted price. So we have a good estimate. We also have a good estimate of what MSFT will pay to use those MWs. It all lives in a spreadsheet and not reality though so we shall see"  
[X Link](https://x.com/River1AM/status/1980636108884177259) [@River1AM](/creator/x/River1AM) 2025-10-21T14:03Z XXX followers, XX engagements


"@B__Digs @IbkrRay3000 And more build out requires more capital which will be raised through debt and equity issuance which will dilute current shareholders profit stream"  
[X Link](https://x.com/River1AM/status/1980636556517056851) [@River1AM](/creator/x/River1AM) 2025-10-21T14:05Z XXX followers, XX engagements


"@WeFindBitcoin $OKLO lives in a spreadsheet. If reality is they build cheap and sell more and expensive energy it could work. In all other scenarios OKLO equity likely gets cooked"  
[X Link](https://x.com/River1AM/status/1980636782057386201) [@River1AM](/creator/x/River1AM) 2025-10-21T14:06Z XXX followers, XX engagements


"$NBIS has great revenue growth but will probably end up a REIT.here's why Like $CRWV Nebius's business model requires tremendous capex With large negative FCF capex funds come from either debt or equity We think equity holders will get diluted or own a highly levered security"  
[X Link](https://x.com/River1AM/status/1980385017978065113) [@River1AM](/creator/x/River1AM) 2025-10-20T21:25Z XXX followers, 160.7K engagements


"$PM - New and hot consumer product took the stock from a 15x to 30x P/E. Purely multiple expansion. Last time this happened shareholders paid the price. We don't think this time is any different"  
[X Link](https://x.com/River1AM/status/1981022989836497209) [@River1AM](/creator/x/River1AM) 2025-10-22T15:41Z XXX followers, 35.4K engagements


"@CinematicFilm72 That would work too. REIT or REIT like. We are looking well out into the future on this call. The main point is that investors probably don't understand all the capital raising necessary for the future"  
[X Link](https://x.com/River1AM/status/1980635048207626466) [@River1AM](/creator/x/River1AM) 2025-10-21T13:59Z XXX followers, XX engagements


"September 26th we warned on $OKLO"  
[X Link](https://x.com/River1AM/status/1981034367129420018) [@River1AM](/creator/x/River1AM) 2025-10-22T16:26Z XXX followers, XXX engagements