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[@PantexCap](/creator/twitter/PantexCap)
"Heres the thing on data centers - I laughed at all the dumb sell side reports on data centers being cancelled earlier this year. Made a ton of money going long against that nonsense and bearishness. But now were on the other end. I dont think people understand the actual logistical hurdles in place for data centers now. First power companies are overwhelmed and tired of all the fud. Theyre putting up huge barriers to weed out all the bs. If you want XXX MW from Georgia Power you now have to put up about $XXX million. Upfront. Thats not a typo. Its held against the XX year power agreement and"  
[X Link](https://x.com/PantexCap/status/1973563671449059615) [@PantexCap](/creator/x/PantexCap) 2025-10-02T01:40Z 4830 followers, 230.7K engagements


"If we close around here massive outside reversal to the downside. Tried to crack $XXX X times and failed hard. Zero support for a long way down and I see the 105-116 gap needing to be filled and possible the XX - XXX gap $wdc"  
[X Link](https://x.com/PantexCap/status/1975256549158461768) [@PantexCap](/creator/x/PantexCap) 2025-10-06T17:47Z 4830 followers, 1660 engagements


"I was confidently promised Uptober *please fix"  
[X Link](https://x.com/PantexCap/status/1979129972708053480) [@PantexCap](/creator/x/PantexCap) 2025-10-17T10:18Z 4830 followers, 1100 engagements


"All these comparisons to 1999/2000 are so funny. Like ya Mag7 isnt the same - sure. But are we just ignoring the X million meme coins and fartcoin at like $50B of value at least pretending to have a point. Even in the tech bubble we didnt have a website called valued for $50B folks (inflation adjust that value back if you want point stands) And also the private markets are bananas. Thats where some of the real insanity is vs public"  
[X Link](https://x.com/PantexCap/status/1971978097676185790) [@PantexCap](/creator/x/PantexCap) 2025-09-27T16:39Z 4828 followers, 2489 engagements


"@SFarringtonBKC @StockNews690137 Write up $wolf out of bankruptcy"  
[X Link](https://x.com/PantexCap/status/1978980242229285033) [@PantexCap](/creator/x/PantexCap) 2025-10-17T00:23Z 4829 followers, XX engagements


"$abl earnings after the close. This is my highest conviction idea since I bought $clbt in the 6-7 range and since $dell was literally trading for negative EV ex VMW. You guys these opportunities come up every couple of years and you gotta swing with all you got when you see em. Position remains XX% of my portfolio value. Dunno what happens today but feel very very strong about what happens by this time next year"  
[X Link](https://x.com/PantexCap/status/1953516762453926034) [@PantexCap](/creator/x/PantexCap) 2025-08-07T18:01Z 4829 followers, 3796 engagements


"$abl revenue is accelerating to almost XXX% YoY. The wealth management business is on fire. Insane quarter. The momentum here is unbelievable. Founder-led company with +20% ROE does better during recessions / choppy times massive growth and a strong competitive position trading at about 6x earnings because of a dopey short activist that made stuff up and people got afraid. Meanwhile their annual portfolio turnover (now disclosed) is 2.3x completely disproving the activists lazy arguments. This is going to $XX and that isnt the final destination"  
[X Link](https://x.com/PantexCap/status/1953561121006203060) [@PantexCap](/creator/x/PantexCap) 2025-08-07T20:57Z 4829 followers, 9192 engagements


"Youve got a good shot - but honestly I have no idea over the next week. $owl trades at over 30x ebit with pure private credit exposure and all the economic risk that entails. $abl is higher quality and performs better through recessions (death risk doesnt change but origination picks up) and is growing wildly faster but trades for like 4-5x ebit"  
[X Link](https://x.com/PantexCap/status/1953579152864362747) [@PantexCap](/creator/x/PantexCap) 2025-08-07T22:09Z 4829 followers, XXX engagements


"$abl finally getting closer to closing the short report gap down. Crazy thing is the business is doing even better than we knew when that report came out"  
[X Link](https://x.com/PantexCap/status/1960047447746777239) [@PantexCap](/creator/x/PantexCap) 2025-08-25T18:31Z 4829 followers, 1903 engagements


"@SixSigmaCapital $abl and $foa"  
[X Link](https://x.com/PantexCap/status/1961574852361605149) [@PantexCap](/creator/x/PantexCap) 2025-08-29T23:41Z 4829 followers, XXX engagements


"$abl is going into the Russell 2000. Trades 500k shares a day how many shares are gunna be needed by Sep XX Inquiring minds want to know 🤔"  
[X Link](https://x.com/PantexCap/status/1963236093777600779) [@PantexCap](/creator/x/PantexCap) 2025-09-03T13:42Z 4829 followers, 1917 engagements


"$abl goes into a R2k and R3k index next Friday. Been trading like 500k shares a day on avg since announced so over XX trading days thats like XXX mil total shares traded but Ruj is gunna need 4-5M shares I think So. 🤔🤔🤔🤔"  
[X Link](https://x.com/PantexCap/status/1966540495732998258) [@PantexCap](/creator/x/PantexCap) 2025-09-12T16:32Z 4829 followers, 1039 engagements


"$abl goes into the index end of day today. Volume has been light - so fascinating. Are we going to see 4-5 mil shares slammed at 3:55"  
[X Link](https://x.com/PantexCap/status/1969021338699374807) [@PantexCap](/creator/x/PantexCap) 2025-09-19T12:50Z 4829 followers, 1579 engagements


"@siyul $abl - big moat growing over XX% business accelerating trades for like 7x earnings. Bananas"  
[X Link](https://x.com/PantexCap/status/1969588978337661052) [@PantexCap](/creator/x/PantexCap) 2025-09-21T02:26Z 4830 followers, 4340 engagements


"@buccocapital $abl - business is on fire changing the market and dominating it. High returns founder led and very very cheap"  
[X Link](https://x.com/PantexCap/status/1974866881900347511) [@PantexCap](/creator/x/PantexCap) 2025-10-05T15:58Z 4829 followers, 2553 engagements


"Back in the rate names buying $blnd $rkt and $foa. Selling some $wdc puts. Think more to go here a lot but Ive recouped some of my losses and not going to blow up on this name. Also bought puts on $amd and $cost"  
[X Link](https://x.com/PantexCap/status/1975620137001865261) [@PantexCap](/creator/x/PantexCap) 2025-10-07T17:52Z 4831 followers, 2076 engagements


"@buccocapital Take a look at $wolf will fall in that camp now that its lost reorg"  
[X Link](https://x.com/PantexCap/status/1976990406060785887) [@PantexCap](/creator/x/PantexCap) 2025-10-11T12:36Z 4830 followers, 1181 engagements


"@samsolid57 Giving 2030 guidance in an inflationary environment is such an awesome flex. Like ya we expect low double digit revenue growth per annum driven by XX% inflation X% volume and X% of feature expansion. This puts revenue at $69B by 2030 and infinity billion by 2050"  
[X Link](https://x.com/PantexCap/status/1978644300037517815) [@PantexCap](/creator/x/PantexCap) 2025-10-16T02:08Z 4830 followers, XXX engagements


"Special thank you to @mikealfred for his borderline illegal pumping of $IREN into a capital raise gave me the conviction to short it / buy puts. I wasnt even going after the data centers but the comments from him and crew got me over the hump. Paid for a truck with that one. 🙏"  
[X Link](https://x.com/PantexCap/status/1978905064388579747) [@PantexCap](/creator/x/PantexCap) 2025-10-16T19:25Z 4830 followers, 1361 engagements


"@LogicalThesis @SFarringtonBKC @StockNews690137 Theyre getting crushed with the other asset managers but the credit issues in the market are good for them. Their assets dont have that issue will be in even more demand"  
[X Link](https://x.com/PantexCap/status/1979267525130039546) [@PantexCap](/creator/x/PantexCap) 2025-10-17T19:25Z 4829 followers, XXX engagements


"I think existing Bitcoin data centers with power and the architecture that enables conversion are worth far more core scientific proved that. The issue is anyone developing now is peak very hefty prices. Probably fine because of demand but I cant even begin to explain to you how much money is chasing data center development. My wifes an industrial broker specializing in data centers and man - its the biggest names in the world. $2B is a joke in this market right now"  
[X Link](https://x.com/PantexCap/status/1979312408804901094) [@PantexCap](/creator/x/PantexCap) 2025-10-17T22:23Z 4830 followers, XXX engagements


"$ecg is still wildly underrated as a data center construction company (they do all the electrical) and semi fab construction. Backlog up XX% YoY and rocking Otherwise Ive made money here and Im good. I shorted IREN a few days ago but dont want to sit short because theres a wall of money here it wont end till one day it does. Ive got enough personal exposure to this market through my wife anyway"  
[X Link](https://x.com/PantexCap/status/1979314056973475997) [@PantexCap](/creator/x/PantexCap) 2025-10-17T22:30Z 4830 followers, XXX engagements


"@sp3cul8r Yes but how is put volume This is all stupid behavior but Nasdaq isee is down from the crazy 2:1 ratio we were seeing"  
[X Link](https://x.com/PantexCap/status/1979628537708703911) [@PantexCap](/creator/x/PantexCap) 2025-10-18T19:19Z 4829 followers, XX engagements