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[@MinotaurStocks](/creator/twitter/MinotaurStocks)
"Interesting that $TTD's head of product has invoked the term "Trade Desk Derangement Syndrome" to refer to those distrustful of OpenAds. After shipping Kokai it's not the best look. And probably not a great sign of early acceptance"  
[X Link](https://x.com/MinotaurStocks/status/1978605177516253223) [@MinotaurStocks](/creator/x/MinotaurStocks) 2025-10-15T23:33Z XXX followers, XXX engagements


"$TTD $MGNI $PUBM high drama at the prebid summit. Nice piece from AdExchanger recapping the event. Notably $AMZN and (and post DOJ maybe even $GOOG) are embracing Prebid at same time as Trade Desk is forking it"  
[X Link](https://x.com/MinotaurStocks/status/1978870332284113247) [@MinotaurStocks](/creator/x/MinotaurStocks) 2025-10-16T17:07Z XXX followers, XXX engagements


"@bigleifs @InvestSpecial Kuiper is still in early early innings so best guess there is significant revenue upside ahead for both $CMTL and $GILT now that the satellite launches have accelerated (ground stations to follow). Possibly tens of millions up to $100m / year depending on vendor share"  
[X Link](https://x.com/MinotaurStocks/status/1977642505836671406) [@MinotaurStocks](/creator/x/MinotaurStocks) 2025-10-13T07:48Z XXX followers, XXX engagements


"$CVNA's auditors received a data file containing a mere X% of the total receivables for its 2024 P4 issuance (1354 out of 25122). $KMX typically turns over XX - XX% of the pool at the cutoff date for their ABS audits. @UnicusResearch @RealJimChanos @silberschmelzer"  
[X Link](https://x.com/MinotaurStocks/status/1979263212618211458) [@MinotaurStocks](/creator/x/MinotaurStocks) 2025-10-17T19:08Z XXX followers, XXX engagements


"@UnicusResearch $CVNA doesn't include the VIN in the AUP"  
[X Link](https://x.com/MinotaurStocks/status/1979264748492591554) [@MinotaurStocks](/creator/x/MinotaurStocks) 2025-10-17T19:14Z XXX followers, XXX engagements


"$FFIV reported very strong product bookings from service providers in Q2. Telcos are showing more willingness to refresh their infrastructure which aligns well with $ALLT's Tera III and Sandvine replacement cycle"  
[X Link](https://x.com/MinotaurStocks/status/1950686732439183673) [@MinotaurStocks](/creator/x/MinotaurStocks) 2025-07-30T22:35Z XXX followers, XXX engagements


"Solid FQ1 and nice pipeline metrics for $AIOT amidst a turbulent macro. Raise low end of revenue guide and maintain EBITDA. Now trading at 2x EV/R and 6X forward EBITDA with elevated SI of 13%. Could be a mini $TRMB in the making and tough to see what bears play for here"  
[X Link](https://x.com/MinotaurStocks/status/1954881503844012099) [@MinotaurStocks](/creator/x/MinotaurStocks) 2025-08-11T12:24Z XXX followers, 2076 engagements


"$CVNA bulls might not worry about Tricolor or First Brands $KMX earnings $AMZN and $HTZ competition deteriorating ABS markets EV subsidy expiration or the SEC investigation. But this Jefferies upgrade now that should be worrisome"  
[X Link](https://x.com/MinotaurStocks/status/1973293600093118915) [@MinotaurStocks](/creator/x/MinotaurStocks) 2025-10-01T07:47Z XXX followers, 4126 engagements


"$TDC strong on real volume today as their @Teradata Possible user conference begins. A return to sustainable ARR growth combined with increased operating leverage in 2026 would usher in a rerating. We believe Lynrock's 13-D filing has increased odds of success here"  
[X Link](https://x.com/MinotaurStocks/status/1975278283697872970) [@MinotaurStocks](/creator/x/MinotaurStocks) 2025-10-06T19:13Z XXX followers, XXX engagements


"$TTD has made some big announcements lately with OpenAds and Audience Unlimited.but it is harder to bet on Jeff Green's execution post-Kokai. This excerpt from the Amended class action Complaint is far from the most damaging but sheds some light on the corporate governance"  
[X Link](https://x.com/MinotaurStocks/status/1977207203208872282) [@MinotaurStocks](/creator/x/MinotaurStocks) 2025-10-12T02:58Z XXX followers, 1302 engagements


"We really enjoyed @adamheimlich and @HatesAdtech's Friday interview of JG. One great question: "why not launch OpenAds with publisher partners lined up" Jeff said they are in "show me" mode esssentially. Next week's Prebid summit should be interesting and pivotal for $TTD"  
[X Link](https://x.com/MinotaurStocks/status/1977207205297635363) [@MinotaurStocks](/creator/x/MinotaurStocks) 2025-10-12T02:58Z XXX followers, XXX engagements


"$TTD - Desperate times call for desperate measures Sure feels that way for now"  
[X Link](https://x.com/MinotaurStocks/status/1978305022820597985) [@MinotaurStocks](/creator/x/MinotaurStocks) 2025-10-15T03:40Z XXX followers, 2906 engagements


"@CDMCapital @IndraStocks Invoking 2022 in defense of $CVNA"  
[X Link](https://x.com/MinotaurStocks/status/1978513936665194886) [@MinotaurStocks](/creator/x/MinotaurStocks) 2025-10-15T17:30Z XXX followers, XXX engagements


"Sure but the selling point of this partnership is really around using AI to accelerate WPP's marketing / advertising initiatives not just using Google Cloud for IAAS. Share shift is rumored to be occurring to DV360 back from TTD and GOOG is rumored to be cutting DSP pricing for agencies. Just a reminder that the scaled platforms like AMZN and GOOG have many different advantages to rely on when competing with TTD which is why it was so critical for TTD to keep the workflow lock-in with its buyers that it has since estranged with Kokai"  
[X Link](https://x.com/MinotaurStocks/status/1978868052168216834) [@MinotaurStocks](/creator/x/MinotaurStocks) 2025-10-16T16:58Z XXX followers, XX engagements


"In his note today reaffirming his outperform rating adn $XX PT on $ALLT Nehal Chokshi is the first sell sider to mention the breakout RPO (DNI backlog) metric provided by the company on 9/30. Given the T1 EMEA order in July this metric is likely near all-time highs today"  
[X Link](https://x.com/MinotaurStocks/status/1978888925554086380) [@MinotaurStocks](/creator/x/MinotaurStocks) 2025-10-16T18:21Z XXX followers, XXX engagements


"Nehal also highlights that $VZ business app installs have increased steadily since the $ALLT-secured My Biz Plan launched in April and notes that new Verizon CEO Dan Schulman brings extensive experience in cybersecurity that could see him step on the gas further with Allot"  
[X Link](https://x.com/MinotaurStocks/status/1978888927692911049) [@MinotaurStocks](/creator/x/MinotaurStocks) 2025-10-16T18:21Z XXX followers, XXX engagements


"I stand corrected - it makes sense auditor and company wouldnt put the full sample file out there; $ALLY $CNA"  
[X Link](https://x.com/MinotaurStocks/status/1978944497645162909) [@MinotaurStocks](/creator/x/MinotaurStocks) 2025-10-16T22:01Z XXX followers, XXX engagements


"@aj_oommen $KMX provided everything to the auditor through a cutoff date ended up being 48k / 58k. So the $CVNA sample indeed looks small at XX% of the total:"  
[X Link](https://x.com/MinotaurStocks/status/1979013230543405230) [@MinotaurStocks](/creator/x/MinotaurStocks) 2025-10-17T02:34Z XXX followers, XXX engagements


"@blue_chip1 The company provided datafile provided to the auditor also looks thin vs. $KMX and $ALLY. XX% sample vs. XX% at $KMX as of cut off date. Been spending more time than I ever wanted to looking through these ABS 15-Gs"  
[X Link](https://x.com/MinotaurStocks/status/1979024669551313248) [@MinotaurStocks](/creator/x/MinotaurStocks) 2025-10-17T03:20Z XXX followers, XXX engagements


"@jdonovan42 @DataBeat_AdTech @Adtechfather All good points. Food for thought over the weekend"  
[X Link](https://x.com/MinotaurStocks/status/1979322561977815507) [@MinotaurStocks](/creator/x/MinotaurStocks) 2025-10-17T23:04Z XXX followers, XX engagements


"@aj_oommen @IndraStocks Agree with Allen. I'd like to know why pointing out weaker AUPs at $CVNA vs. $KMX $Ally Toyota etc. (in addition to $CVNA providing much smaller data files to the auditors) is "silly." Also I haven't heard anybody push $CVNA short on a Q3 earnings miss thesis"  
[X Link](https://x.com/MinotaurStocks/status/1980051265418899868) [@MinotaurStocks](/creator/x/MinotaurStocks) 2025-10-19T23:19Z XXX followers, XX engagements