[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.]

[@_Pelipeli_](/creator/twitter/_Pelipeli_)
"M&A Asymmetry - Downside: Merger passes receive $CRWV stock at the pegged ratio (0.1235) $CORZ stock would be -XX% with CRWV's price on 10/16. Upside: Deal breaks Oct XX and $CORZ trades freely to potentially capture the momentum that peers like $APLD experienced (re-rating)"  
[X Link](https://x.com/_Pelipeli_/status/1978857073216487594) [@_Pelipeli_](/creator/x/_Pelipeli_) 2025-10-16T16:14Z XX followers, XXX engagements


"TL;DR Bull Case if Deal breaks: - $CORZ re-rates to peer multiples $APLD $WULF - Remove $CRWV anchor weighing on valuation - 590MW+ of contracted AI capacity with CRWV - Strong balance sheet with $780M+ liquidity Bear Case if Deal Closes: - $CORZ converts to $CRWV at 0.1235"  
[X Link](https://x.com/_Pelipeli_/status/1978857074810298805) [@_Pelipeli_](/creator/x/_Pelipeli_) 2025-10-16T16:14Z XX followers, 2062 engagements


"@salmaogs $CORZ Something is brewing with net positive option flow among many other indicators"  
[X Link](https://x.com/_Pelipeli_/status/1978877118361800723) [@_Pelipeli_](/creator/x/_Pelipeli_) 2025-10-16T17:34Z XX followers, 1090 engagements


"$CORZ files another Form XXX in 24hrs aggressively pushing merger approval. Down X% AH Meanwhile option flow tells a different story with Nov and Dec calls getting swept up today. Merger fails stock rallies"  
[X Link](https://x.com/_Pelipeli_/status/1978948860216234353) [@_Pelipeli_](/creator/x/_Pelipeli_) 2025-10-16T22:19Z XX followers, 1925 engagements


"$CRCL holding serve at support. If Crypto can regain its mojo Circle could see renewed interest as a sympathy play and catch a bid. Before Friday's selloff $CRCL broke through $XXX but failed to hold now retesting the trendline. Bounce or break"  
[X Link](https://x.com/_Pelipeli_/status/1977905566786998716) [@_Pelipeli_](/creator/x/_Pelipeli_) 2025-10-14T01:13Z XX followers, XXX engagements


"One of the most actionable patterns in AI right now Spotting who announces the next major OpenAI partnerships. $PINS is showing signs. Option flow doesn't wait for the press release. Smart money already in"  
[X Link](https://x.com/_Pelipeli_/status/1978875861626687565) [@_Pelipeli_](/creator/x/_Pelipeli_) 2025-10-16T17:29Z XX followers, XXX engagements


"$PINS Unusual option flow in 11/21 $XX and $XX with OI increasing past week. - OpenAI or strategic partnership announcements - 11/6 Earnings beat and guidance raise - Event-driven speculation For a name that rarely sees this kind of activity it's worth watching"  
[X Link](https://x.com/_Pelipeli_/status/1978875869134492011) [@_Pelipeli_](/creator/x/_Pelipeli_) 2025-10-16T17:29Z XX followers, XXX engagements


"$CORZ Deep Dive 🧵 Asymmetric opportunity with a very favorable risk-to-reward. Leopold's fund made this their biggest Q2 buy. Merger vote on 10/30 could unlock 50%+ upside with XX% downside. Let's break down why"  
[X Link](https://x.com/_Pelipeli_/status/1978857060721643559) [@_Pelipeli_](/creator/x/_Pelipeli_) 2025-10-16T16:14Z XX followers, 2186 engagements


"$EBAY Dont sleep on this giant one of the first collaborators with OpenAI. A deeper partnership feels inevitable as momentum builds. Technicals are teasing a breakout with earnings on deck 10/29"  
[X Link](https://x.com/_Pelipeli_/status/1979959478889103696) [@_Pelipeli_](/creator/x/_Pelipeli_) 2025-10-19T17:15Z XX followers, XX engagements


"@ftr_investors AI Capex isn't slowing and again $TSMC latest guidance confirms that. Earnings growth remains strong and justifies the case for the bubble to keep stretching"  
[X Link](https://x.com/_Pelipeli_/status/1978716518662726077) [@_Pelipeli_](/creator/x/_Pelipeli_) 2025-10-16T06:55Z XX followers, XXX engagements


"Smart Money Signal - Situational Awareness made $CORZ their biggest Q2 add (20% of portfolio) while entirely exiting $CRWV. Two Seas Capital is opposing the merger citing that the current value of the merger is inadequate (assuming greater upside)"  
[X Link](https://x.com/_Pelipeli_/status/1978857068351070363) [@_Pelipeli_](/creator/x/_Pelipeli_) 2025-10-16T16:14Z XX followers, XXX engagements


"M&A Overhang - $CORZ has underperformed its peers and missed out on outsized gains. Partially driven as it's thethered to $CRWV stock. However as CRWV appreciates in stock price so does CORZ's floor value"  
[X Link](https://x.com/_Pelipeli_/status/1978857070213341613) [@_Pelipeli_](/creator/x/_Pelipeli_) 2025-10-16T16:14Z XX followers, XXX engagements


"Sector Thesis - 590MW contracted $CRWV funds all the capex and guarantees revenue. In short CRWV theoretically says we'll pay whether we use it or not (take-or-pay contract) Expansion for $CORZ with CRWV reduces capital risk as it only requires providing land power ops"  
[X Link](https://x.com/_Pelipeli_/status/1978857071672959237) [@_Pelipeli_](/creator/x/_Pelipeli_) 2025-10-16T16:14Z XX followers, XXX engagements


"$CORZ One of the most controversial M&A in recent months - $CRWV is urging CORZ shareholders to vote in favor - Two Seas (the largest CORZ shareholder) is pushing for a rejection Risk/reward remains favorable. Flow hinting at a merger rejection"  
[X Link](https://x.com/_Pelipeli_/status/1979581991612977496) [@_Pelipeli_](/creator/x/_Pelipeli_) 2025-10-18T16:15Z XX followers, 1236 engagements


"@Remzztrades Love this trade justification for $CVNA. Solid thesis"  
[X Link](https://x.com/_Pelipeli_/status/1980089740394389540) [@_Pelipeli_](/creator/x/_Pelipeli_) 2025-10-20T01:52Z XX followers, XXX engagements