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[@lorenzozar](/creator/twitter/lorenzozar)
"@ShanuMathew93 $30B SPV deal for Hyperion AI data center with XX% ownership seems a good deal to move $27B debt off Metas balance sheet. And on top of that its A+ bonds Basically the risk shift to investors via guarantee. Smart move"  
[X Link](https://x.com/lorenzozar/status/1979144918376288256) [@lorenzozar](/creator/x/lorenzozar) 2025-10-17T11:18Z XXX followers, 1173 engagements


"Rather than Lovable I think the sell off is due to Salesforce launching Agentforce Vibes (Salesforces new enterprise vibe coding offering). Now the interesting part is that Salesforce targets enterprise customers while $WIX offerings is clearly for private So definitely an over exaggerated market reaction imo"  
[X Link](https://x.com/lorenzozar/status/1973673630190932079) [@lorenzozar](/creator/x/lorenzozar) 2025-10-02T08:57Z XXX followers, 1973 engagements


"First Brands saga. After UBS investment bank Jefferies reported $715M exposure to First Brands. (It seems the stock didn't react much yet; it might be a good idea to reconsider your position there) Just a few days ago UBS reported over $500M in exposure to bankrupt auto parts maker First Brands. This is getting a bit out of hand isn't it Systemic if it keeps going"  
[X Link](https://x.com/lorenzozar/status/1975991830492676113) [@lorenzozar](/creator/x/lorenzozar) 2025-10-08T18:28Z XXX followers, XXX engagements


"@junkbondanalyst Closer to $715M according to the FT"  
[X Link](https://x.com/lorenzozar/status/1975993279805313168) [@lorenzozar](/creator/x/lorenzozar) 2025-10-08T18:34Z XXX followers, XXX engagements


"Its not me who defines safe. A safe asset is an investment that is expected to maintain its value during market volatility due to its low default risk and high liquidity. Thats not bitcoin so far. What youre describing is a highly volatile hedge against inflation. The value increase is mostly due to belief and speculation so far"  
[X Link](https://x.com/lorenzozar/status/1977271108349948086) [@lorenzozar](/creator/x/lorenzozar) 2025-10-12T07:12Z XXX followers, XX engagements


"$MP MP Materials. In July 2025 the Department of Defense became the largest shareholder through $XXX million in convertible preferred equity $XXX million in loans and $X billion in financing commitments. It seems like $MP has the risk profile of a governement bond now"  
[X Link](https://x.com/lorenzozar/status/1978379502632816750) [@lorenzozar](/creator/x/lorenzozar) 2025-10-15T08:36Z XXX followers, XXX engagements


"The average investor allocation to gold is just XXX% near all-time lows despite heightened geopolitical and economic uncertainty. Many institutional investors still hold little/no exposure to gold. - BofA"  
[X Link](https://x.com/lorenzozar/status/1978812421616591324) [@lorenzozar](/creator/x/lorenzozar) 2025-10-16T13:17Z XXX followers, XX engagements


"@buccocapital This is a rubbish and lazy interpretation. Like AWS and AI tools were interchangeable 🤦♂"  
[X Link](https://x.com/lorenzozar/status/1979146691132485986) [@lorenzozar](/creator/x/lorenzozar) 2025-10-17T11:25Z XXX followers, XXX engagements


"@omooretweets Gemini in Google Sheet cannot help creating formulas 🤦♂"  
[X Link](https://x.com/lorenzozar/status/1980019335067545627) [@lorenzozar](/creator/x/lorenzozar) 2025-10-19T21:12Z XXX followers, XX engagements