[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.]

[@ManuInvests](/creator/twitter/ManuInvests)
"@tickerplus Feb-April was prime time commercial GLP1 push. Obviously it is expected to be extremely spiked"  
[X Link](https://x.com/ManuInvests/status/1980373494375542984) [@ManuInvests](/creator/x/ManuInvests) 2025-10-20T20:40Z XXX followers, 1915 engagements


"What even is this data Ill stick to SEC Filings and data thats not intentionally cherry picked to start at the highest point of commercial GLP1 advertising before the shortage ending in April. More noise. $HIMS"  
[X Link](https://x.com/ManuInvests/status/1980415257018601975) [@ManuInvests](/creator/x/ManuInvests) 2025-10-20T23:26Z XXX followers, XXX engagements


"$META has made a deal with Blue Owl to fund the Hyperion data center. Meta is paying for XX% and the remainder is debt issued via a special purpose vehicle managed by blue owl. So $META doesnt have the debt on its books. Creative angle. Meta is developer operator tenant but Blue Owl SPV is the owner. So META has already signed a long term with renewals for up to XX years (Debt maturity). The lease payments are what is funding the interest payments for the debt. There is also a backstop that if META exits or breaks lease and the property sells below a specified residual value within XX years"  
[X Link](https://x.com/ManuInvests/status/1981468765285208573) [@ManuInvests](/creator/x/ManuInvests) 2025-10-23T21:12Z XXX followers, XX engagements


"Never heard of Whop until recent $SEZL press release. $SEZL continues to expand its partnerships and position itself for growth happy to see it"  
[X Link](https://x.com/ManuInvests/status/1975930125377221047) [@ManuInvests](/creator/x/ManuInvests) 2025-10-08T14:23Z XXX followers, XXX engagements


"The credit industry is changing. $SEZL"  
[X Link](https://x.com/ManuInvests/status/1977942921241334011) [@ManuInvests](/creator/x/ManuInvests) 2025-10-14T03:41Z XXX followers, XXX engagements


"$META deal with Blue Owl to build out the Hyperion Data Center is basically like giving someone a down payment to buy a house that you want and have them take out the mortgage in their name to protect your credit score but you move in and pay their mortgage payments and promise to pay back the outstanding value of the house if you decide to leave and they sell it for less than the mortgage loan is worth. While also providing the ability to take on more debt if need because your credit rating is preserved and the debt technically isnt in your name"  
[X Link](https://x.com/ManuInvests/status/1981468763502366739) [@ManuInvests](/creator/x/ManuInvests) 2025-10-23T21:12Z XXX followers, XX engagements


"I remain extremely bullish on $META it remains my top position. but I will be cautious of any additional off the book deals. One creative play is OK but things can spiral fast. These companies were funding capex with cash flows and now its turning. Oracle OpenAI circular deals and off-balance sheet SPVs. Time will tell"  
[X Link](https://x.com/ManuInvests/status/1981468767197811201) [@ManuInvests](/creator/x/ManuInvests) 2025-10-23T21:12Z XXX followers, XX engagements