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[@tierrapartners](/creator/twitter/tierrapartners)
"Heckuva candle today $PODD It looked like it was cliff diving to oblivion this morning"  
[X Link](https://x.com/tierrapartners/status/1973457662798184530) [@tierrapartners](/creator/x/tierrapartners) 2025-10-01T18:39Z 3980 followers, XXX engagements


"$HD $SHW $LOW are almost XX% of $ITB"  
[X Link](https://x.com/tierrapartners/status/1973478051427262573) [@tierrapartners](/creator/x/tierrapartners) 2025-10-01T20:00Z 3980 followers, XXX engagements


"BlueOrca's entire bull thesis for EOFlow was this IP lawsuit that ultimately was rejected. Ironically EOFlow couldn't even cough up a nominal bond to proceed. Meanwhile EOFlow is dead in the water & $PODD +100%. Be careful what you take seriously on the intertubes"  
[X Link](https://x.com/tierrapartners/status/1974088043410960692) [@tierrapartners](/creator/x/tierrapartners) 2025-10-03T12:24Z 3980 followers, XXX engagements


"$DHI traded like it had a big block waiting for the close kind of day"  
[X Link](https://x.com/tierrapartners/status/1975652899452821671) [@tierrapartners](/creator/x/tierrapartners) 2025-10-07T20:02Z 3979 followers, XXX engagements


"$HD bouncing off the 200sma $LOW just under $SHW sells a lot of paint & has a crazy valuation"  
[X Link](https://x.com/tierrapartners/status/1978101581988937744) [@tierrapartners](/creator/x/tierrapartners) 2025-10-14T14:12Z 3980 followers, XXX engagements


"@housing_alex Softening labor has been play since last spring. $DHI comments from last Q"  
[X Link](https://x.com/tierrapartners/status/1978865868474908996) [@tierrapartners](/creator/x/tierrapartners) 2025-10-16T16:49Z 3979 followers, XX engagements


"@DarvasBoxAI Tbh $ASML has a very long tail with maintenance. The machines require constant repair which is as complicated as the initial assembly. I love that China broke their own stuff by trying to reverse engineer"  
[X Link](https://x.com/tierrapartners/status/1980049430645485904) [@tierrapartners](/creator/x/tierrapartners) 2025-10-19T23:12Z 3979 followers, XXX engagements


"I asked @AlphaSenseInc GenAI to estimate $HON's post spin-off valuation estimate & cite comparables. I then asked it to ignore Elliott's letter & rely on comps only; it came up with at least XX% value created from Aersopace alone"  
[X Link](https://x.com/tierrapartners/status/1968765776380207213) [@tierrapartners](/creator/x/tierrapartners) 2025-09-18T19:55Z 3980 followers, 4183 engagements


"$DHI is outperforming $LEN because theyve managed the business better over the last few years"  
[X Link](https://x.com/tierrapartners/status/1971904737881759746) [@tierrapartners](/creator/x/tierrapartners) 2025-09-27T11:48Z 3980 followers, 1669 engagements


"$MTN 1) eliminate the divvy 2) spin out non-mountain ops or better sell it to a SV REIT start-up ex-developable land reserves 3) bring in a new c-suite & 4) get back to basics by investing in mountain ops. The model worked while they were in acquisition mode. But that's over"  
[X Link](https://x.com/tierrapartners/status/1973020665935527984) [@tierrapartners](/creator/x/tierrapartners) 2025-09-30T13:42Z 3980 followers, 1020 engagements


"The laggard of the four horsemen $LEN bounced nicely off the 200sma and now just surfing underneath the 50sma. Probably pops up & over to welcome 4Q"  
[X Link](https://x.com/tierrapartners/status/1973084225856303579) [@tierrapartners](/creator/x/tierrapartners) 2025-09-30T17:55Z 3980 followers, XXX engagements


"@mattscottcap Why are there no updates on your $LEN short"  
[X Link](https://x.com/tierrapartners/status/1975186976736174171) [@tierrapartners](/creator/x/tierrapartners) 2025-10-06T13:10Z 3980 followers, XXX engagements


"$DHI one can reasonably argue what a decent forward multiple should be but these guys have managed the last three years spectacularly. And they've demonstrated they will buy shares when price gets irrationally low"  
[X Link](https://x.com/tierrapartners/status/1975528499344551937) [@tierrapartners](/creator/x/tierrapartners) 2025-10-07T11:47Z 3980 followers, 1367 engagements


"Shot Chaser $FICO"  
[X Link](https://x.com/tierrapartners/status/1975661844703355188) [@tierrapartners](/creator/x/tierrapartners) 2025-10-07T20:37Z 3980 followers, XXX engagements


"$LEN short interest at a 6yr high"  
[X Link](https://x.com/tierrapartners/status/1975951334445879677) [@tierrapartners](/creator/x/tierrapartners) 2025-10-08T15:48Z 3980 followers, XXX engagements


"My man says $LEN will trade at 0.4x sales"  
[X Link](https://x.com/tierrapartners/status/1975966548402782661) [@tierrapartners](/creator/x/tierrapartners) 2025-10-08T16:48Z 3980 followers, 1294 engagements


"After all that $LEN goes green"  
[X Link](https://x.com/tierrapartners/status/1978895161162694775) [@tierrapartners](/creator/x/tierrapartners) 2025-10-16T18:45Z 3980 followers, XXX engagements


"Focusing on the coming wave of on-device inference allows one to not get dragged into the AI semi debate especially inveedia"  
[X Link](https://x.com/tierrapartners/status/1980336518574342324) [@tierrapartners](/creator/x/tierrapartners) 2025-10-20T18:13Z 3980 followers, XXX engagements


"also $MU +100% this year"  
[X Link](https://x.com/tierrapartners/status/1980336602133196835) [@tierrapartners](/creator/x/tierrapartners) 2025-10-20T18:13Z 3980 followers, XXX engagements


"$SHW lagging $HD $LOW but now catching up as home improvement stocks clearly retested their 200sma and go higher"  
[X Link](https://x.com/tierrapartners/status/1980662978161852803) [@tierrapartners](/creator/x/tierrapartners) 2025-10-21T15:50Z 3980 followers, XXX engagements


"2yr high in short interest against $DHI vacuuming up its shares at the fastest pace post-GFC"  
[X Link](https://x.com/tierrapartners/status/1980696560657920044) [@tierrapartners](/creator/x/tierrapartners) 2025-10-21T18:03Z 3980 followers, XXX engagements


"One could also argue that MBA is talking their book to create a sense of urgency to act on any sign of dropping rates"  
[X Link](https://x.com/tierrapartners/status/1980976156049297747) [@tierrapartners](/creator/x/tierrapartners) 2025-10-22T12:34Z 3980 followers, XXX engagements


"@cmo040958 Am not a huge fan of $LEN but I think it's a must own"  
[X Link](https://x.com/tierrapartners/status/1981026249456705795) [@tierrapartners](/creator/x/tierrapartners) 2025-10-22T15:53Z 3980 followers, XX engagements