[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] [@ASchulz888](/creator/twitter/ASchulz888) "Alas the reality of the Fanduel stake sale was worse for $BYD than the initial reporting because it also involved a renegotiation of the market access agreement cutting $BYD's online EBITDA. However those downgrading $BYD now may regret it similarly to past downgrades because it ignores the use of proceeds. The deal instantly deleverages $BYD thus allowing them to continue to pursue both accretive capital projects and their successful share buyback. Without the Fanduel proceeds the company may have had to slow down while building their new project in Norfolk VA. Just run the numbers forward a"  [@ASchulz888](/creator/x/ASchulz888) on [X](/post/tweet/1943828735687565567) 2025-07-12 00:24:19 UTC 1046 followers, XXX engagements "By the way - this is not meant to be a post calling for imminent doom. There are still a number of good stocks available at reasonable valuations but you don't hear about them much"  [@ASchulz888](/creator/x/ASchulz888) on [X](/post/tweet/1947894679288353084) 2025-07-23 05:40:56 UTC 1046 followers, XXX engagements "Congratulations to $LVS on an unbelievable quarter at MBS in Singapore. Even management who have been steadfastly bullish on Singapore seemed in disbelief on the conference call. This success is well deserved. MBS has been a transformative asset for Singapore as a tourism destination and the company continues to invest to make it even better. Great job. It also bodes well for the $X billion investment in IR2. By the time IR2 opens in the early 2030's one can only day dream about how capacity constrained the existing MBS will look. Macau remains a work in progress but I appreciate management"  [@ASchulz888](/creator/x/ASchulz888) on [X](/post/tweet/1948264827522265280) 2025-07-24 06:11:46 UTC 1045 followers, XXX engagements "Congratulations to $BYD on another excellent quarter. Not only did they beat EBITDA expectations especially in Las Vegas Locals but they also put to rest any conspiracy theories about the use of proceeds from the Fanduel transaction. CEO Keith Smith made this as crystal clear as it can be: "This FanDuel transaction is not a precursor to another transaction." Instead the company raised its guidance for quarterly share buyback from $XXX mm to $XXX mm and continues to execute on their large pipeline of organic growth investments. I challenge anyone to name a better capital allocator than Boyd"  [@ASchulz888](/creator/x/ASchulz888) on [X](/post/tweet/1948589922761539843) 2025-07-25 03:43:35 UTC 1046 followers, XXX engagements "Wow. I almost passed out reading this. Can someone tell me why this isn't the singularity If this really works doesn't this say that AI is now on an exponential self improvement path Ironic - just when Zuck offered (reportedly) a billion dollars in comp to a single AI researcher. And this only took 20000 GPU hours"  [@ASchulz888](/creator/x/ASchulz888) on [X](/post/tweet/1949313449424810411) 2025-07-27 03:38:37 UTC 1046 followers, 1096 engagements "💯 I kinda still like this trade though. Very very big picture as AI takes over human labor it will boost returns on capital and asset prices so besides margin interest these companies are levered to a steeply growing asset market. Never mind the fact that (almost) all the world's governments are running massive and growing fiscal deficits. Sure it could all collapse but this does not fell like some ridiculous blow-off top at least not yet"  [@ASchulz888](/creator/x/ASchulz888) on [X](/post/tweet/1948288443873923207) 2025-07-24 07:45:37 UTC 1045 followers, XXX engagements "Turns out that (so far) the meme excesses unwound without much drama. X days in a row of hedge fund short portfolios recovering and meme excesses fading. Actually seems pretty healthy and resilient and not at all like a bubble top. If anything that feels bullish to me. And more middle innings than late innings perhaps"  [@ASchulz888](/creator/x/ASchulz888) on [X](/post/tweet/1948941971835461881) 2025-07-26 03:02:30 UTC 1046 followers, XXX engagements "I am very curious how $LUV will report and guide on Thursday. Domestic PRASM from $DAL and $UAL were not encouraging and neither were Scott Kirby's comments suggesting $UAL's margin gap vs. LCCs would widen in Q2. Then again industry supply cuts suggest a better forward PRASM picture. Will $LUV be able to capitalize or will they continue to lose share (to $UAL in particular) With $LUV's large share buyback now in the rear view mirror there is a lot on the line"  [@ASchulz888](/creator/x/ASchulz888) on [X](/post/tweet/1947705983142400304) 2025-07-22 17:11:07 UTC 1047 followers, XXX engagements "@xJonNYC Seems like the right move (and one you called) but even with it $AAL has a long way to go to catch $UAL and $DAL in NYC"  [@ASchulz888](/creator/x/ASchulz888) on [X](/post/tweet/1948943514861273173) 2025-07-26 03:08:38 UTC 1045 followers, XXX engagements "Seems I was right to worry about $LUV. A big cut in guidance but even the new guidance assumes an improvement in demand. Meanwhile $UAL is up 2%+ today"  [@ASchulz888](/creator/x/ASchulz888) on [X](/post/tweet/1948383268111630342) 2025-07-24 14:02:24 UTC 1047 followers, XXX engagements "There have been a lot of stock market acronyms lately so here is mine. Seems my current favorite stocks spell BULL: $BYD Boyd Gaming $UAL United Airlines $LVS Las Vegas Sands $LMND Lemonade"  [@ASchulz888](/creator/x/ASchulz888) on [X](/post/tweet/1948383916336742702) 2025-07-24 14:04:59 UTC 1047 followers, XXX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@ASchulz888
"Alas the reality of the Fanduel stake sale was worse for $BYD than the initial reporting because it also involved a renegotiation of the market access agreement cutting $BYD's online EBITDA. However those downgrading $BYD now may regret it similarly to past downgrades because it ignores the use of proceeds. The deal instantly deleverages $BYD thus allowing them to continue to pursue both accretive capital projects and their successful share buyback. Without the Fanduel proceeds the company may have had to slow down while building their new project in Norfolk VA. Just run the numbers forward a"
@ASchulz888 on X 2025-07-12 00:24:19 UTC 1046 followers, XXX engagements
"By the way - this is not meant to be a post calling for imminent doom. There are still a number of good stocks available at reasonable valuations but you don't hear about them much" @ASchulz888 on X 2025-07-23 05:40:56 UTC 1046 followers, XXX engagements
"Congratulations to $LVS on an unbelievable quarter at MBS in Singapore. Even management who have been steadfastly bullish on Singapore seemed in disbelief on the conference call. This success is well deserved. MBS has been a transformative asset for Singapore as a tourism destination and the company continues to invest to make it even better. Great job. It also bodes well for the $X billion investment in IR2. By the time IR2 opens in the early 2030's one can only day dream about how capacity constrained the existing MBS will look. Macau remains a work in progress but I appreciate management" @ASchulz888 on X 2025-07-24 06:11:46 UTC 1045 followers, XXX engagements
"Congratulations to $BYD on another excellent quarter. Not only did they beat EBITDA expectations especially in Las Vegas Locals but they also put to rest any conspiracy theories about the use of proceeds from the Fanduel transaction. CEO Keith Smith made this as crystal clear as it can be: "This FanDuel transaction is not a precursor to another transaction." Instead the company raised its guidance for quarterly share buyback from $XXX mm to $XXX mm and continues to execute on their large pipeline of organic growth investments. I challenge anyone to name a better capital allocator than Boyd" @ASchulz888 on X 2025-07-25 03:43:35 UTC 1046 followers, XXX engagements
"Wow. I almost passed out reading this. Can someone tell me why this isn't the singularity If this really works doesn't this say that AI is now on an exponential self improvement path Ironic - just when Zuck offered (reportedly) a billion dollars in comp to a single AI researcher. And this only took 20000 GPU hours" @ASchulz888 on X 2025-07-27 03:38:37 UTC 1046 followers, 1096 engagements
"💯 I kinda still like this trade though. Very very big picture as AI takes over human labor it will boost returns on capital and asset prices so besides margin interest these companies are levered to a steeply growing asset market. Never mind the fact that (almost) all the world's governments are running massive and growing fiscal deficits. Sure it could all collapse but this does not fell like some ridiculous blow-off top at least not yet" @ASchulz888 on X 2025-07-24 07:45:37 UTC 1045 followers, XXX engagements
"Turns out that (so far) the meme excesses unwound without much drama. X days in a row of hedge fund short portfolios recovering and meme excesses fading. Actually seems pretty healthy and resilient and not at all like a bubble top. If anything that feels bullish to me. And more middle innings than late innings perhaps" @ASchulz888 on X 2025-07-26 03:02:30 UTC 1046 followers, XXX engagements
"I am very curious how $LUV will report and guide on Thursday. Domestic PRASM from $DAL and $UAL were not encouraging and neither were Scott Kirby's comments suggesting $UAL's margin gap vs. LCCs would widen in Q2. Then again industry supply cuts suggest a better forward PRASM picture. Will $LUV be able to capitalize or will they continue to lose share (to $UAL in particular) With $LUV's large share buyback now in the rear view mirror there is a lot on the line" @ASchulz888 on X 2025-07-22 17:11:07 UTC 1047 followers, XXX engagements
"@xJonNYC Seems like the right move (and one you called) but even with it $AAL has a long way to go to catch $UAL and $DAL in NYC" @ASchulz888 on X 2025-07-26 03:08:38 UTC 1045 followers, XXX engagements
"Seems I was right to worry about $LUV. A big cut in guidance but even the new guidance assumes an improvement in demand. Meanwhile $UAL is up 2%+ today" @ASchulz888 on X 2025-07-24 14:02:24 UTC 1047 followers, XXX engagements
"There have been a lot of stock market acronyms lately so here is mine. Seems my current favorite stocks spell BULL: $BYD Boyd Gaming $UAL United Airlines $LVS Las Vegas Sands $LMND Lemonade" @ASchulz888 on X 2025-07-24 14:04:59 UTC 1047 followers, XXX engagements