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[@taranvirkaonke](/creator/twitter/taranvirkaonke)
"@MikeFritzell Bullish commodities onshoring precious metals local "champions""  
[X Link](https://x.com/taranvirkaonke/status/1980297213134930413) [@taranvirkaonke](/creator/x/taranvirkaonke) 2025-10-20T15:37Z XXX followers, XX engagements


"@gamesblazer06 Their BDC $ARCC is down only XX% from highs"  
[X Link](https://x.com/taranvirkaonke/status/1980998028376031661) [@taranvirkaonke](/creator/x/taranvirkaonke) 2025-10-22T14:01Z XXX followers, XX engagements


"Heavily shorted jewelry chain in HK and part for the CTF Group. Short sell is like XX% of total turnover. Will be interesting to see how this stock moves given the YTD rally and CB arb guys involved"  
[X Link](https://x.com/taranvirkaonke/status/1962712015107150313) [@taranvirkaonke](/creator/x/taranvirkaonke) 2025-09-02T02:59Z XXX followers, XXX engagements


"Unreal But pre-opening is always unreal haha"  
[X Link](https://x.com/taranvirkaonke/status/1965219306637275396) [@taranvirkaonke](/creator/x/taranvirkaonke) 2025-09-09T01:02Z XXX followers, XXX engagements


"Nagacorp's 9M25 results shows GGR up XX% YoY though VIP (lower margin) outpaced mass growth. Stock has doubled YTD but is still down XX% down pre-Covid levels"  
[X Link](https://x.com/taranvirkaonke/status/1973437102185652570) [@taranvirkaonke](/creator/x/taranvirkaonke) 2025-10-01T17:17Z XXX followers, XXX engagements


"@0xMerridew $MAIN"  
[X Link](https://x.com/taranvirkaonke/status/1980043241627214308) [@taranvirkaonke](/creator/x/taranvirkaonke) 2025-10-19T22:47Z XXX followers, XXX engagements


"$BIZD Attractive headline yield of XX% but XX bp of fee and XX% WHT tax on dividends for foreign investors brings it down to 8.1%. Downside risks from rate cuts which can be proxied from BDC filings as they highlight income sensitivity to rates"  
[X Link](https://x.com/taranvirkaonke/status/1980287340242502084) [@taranvirkaonke](/creator/x/taranvirkaonke) 2025-10-20T14:57Z XXX followers, XXX engagements


"@Arya__Deniz @blondesnmoney Try loving $GLDM"  
[X Link](https://x.com/taranvirkaonke/status/1980297846168703479) [@taranvirkaonke](/creator/x/taranvirkaonke) 2025-10-20T15:39Z XXX followers, XX engagements


"@SMalikjo Though I'd also argue substantial discount to NAV is an interesting juncture right now.either that corrects or some trouble brewing"  
[X Link](https://x.com/taranvirkaonke/status/1980298484847989071) [@taranvirkaonke](/creator/x/taranvirkaonke) 2025-10-20T15:42Z XXX followers, XX engagements


"It is fair to say that Trump's actions in this presidential term totally point to his push towards dictatorship. Gotta be negative dollar $USD and positive gold $XAU"  
[X Link](https://x.com/taranvirkaonke/status/1980653079134679197) [@taranvirkaonke](/creator/x/taranvirkaonke) 2025-10-21T15:11Z XXX followers, XXX engagements


"Wow - OpenAI's publicly announced deals with tech giants such as Nvidia Oracle Broadcom Microsoft etc. amount to almost US$1trn"  
[X Link](https://x.com/taranvirkaonke/status/1980656345209774246) [@taranvirkaonke](/creator/x/taranvirkaonke) 2025-10-21T15:24Z XXX followers, XX engagements


"On the collapse of First Brands and Tricolor 1) Andrew Bailey hinted at a sign of wider problems in the financial system with "alarm bells" ringing. 2) Jamie Dimon said there could be more cockroaches. 3) Barclays bank did a full review of their loan book. Hmmm"  
[X Link](https://x.com/taranvirkaonke/status/1980997294343520683) [@taranvirkaonke](/creator/x/taranvirkaonke) 2025-10-22T13:58Z XXX followers, XX engagements


"@OnodaCapital CEO memo mentioned $1trn market cap goal"  
[X Link](https://x.com/taranvirkaonke/status/1981014983963251058) [@taranvirkaonke](/creator/x/taranvirkaonke) 2025-10-22T15:09Z XXX followers, XX engagements