# ![@BigBambooIntern Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::2010824039129108480.png) @BigBambooIntern CaymanInterns

CaymanInterns posts on X about ai, $dx, $asa, red the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::2010824039129108480/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2010824039129108480/c:line/m:interactions.svg)

- [--] Week [------] +106%
- [--] Month [------] +58,457%

### Mentions: [--] [#](/creator/twitter::2010824039129108480/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2010824039129108480/c:line/m:posts_active.svg)


### Followers: [---] [#](/creator/twitter::2010824039129108480/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2010824039129108480/c:line/m:followers.svg)

- [--] Week [---] +27%
- [--] Month [---] +468%

### CreatorRank: [---------] [#](/creator/twitter::2010824039129108480/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2010824039129108480/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  33.83% [finance](/list/finance)  30.11% [countries](/list/countries)  6.69% [cryptocurrencies](/list/cryptocurrencies)  5.58% [technology brands](/list/technology-brands)  4.09% [financial services](/list/financial-services)  3.72% [automotive brands](/list/automotive-brands)  2.6% [luxury brands](/list/luxury-brands)  1.86% [currencies](/list/currencies)  1.49% [celebrities](/list/celebrities)  1.49%

**Social topic influence**
[ai](/topic/ai) 10.41%, [$dx](/topic/$dx) #1, [$asa](/topic/$asa) #6, [red](/topic/red) 5.95%, [$ritm](/topic/$ritm) #2, [$tyg](/topic/$tyg) #1, [$nly](/topic/$nly) #2, [$emo](/topic/$emo) #16, [$nml](/topic/$nml) #1, [$gnt](/topic/$gnt) #1

**Top accounts mentioned or mentioned by**
[@ibladesi](/creator/undefined) [@bigcoveranch](/creator/undefined) [@usroute41](/creator/undefined) [@laziestofdans](/creator/undefined) [@georgemaniereg](/creator/undefined) [@shadetreecap](/creator/undefined) [@yenoms](/creator/undefined) [@gardinerisland](/creator/undefined) [@logicalnumbers](/creator/undefined) [@dividendmaster](/creator/undefined) [@tennee989999](/creator/undefined) [@boazweinstein](/creator/undefined) [@federalreserve](/creator/undefined) [@deitaone](/creator/undefined) [@theglobaltrader](/creator/undefined) [@mrderivatives](/creator/undefined) [@carpoolceo](/creator/undefined) [@pekalalaw](/creator/undefined) [@ponzi1945](/creator/undefined) [@wsj](/creator/undefined)

**Top assets mentioned**
[DxChain (DX)](/topic/$dx) [ASA GOLD AND PRECIOUS METALS LIMITED (ASA)](/topic/$asa) [Rithm Capital Corp. (RITM)](/topic/$ritm) [Annaly Capital Management, Inc. (NLY)](/topic/$nly) [abrdn Global Infrastructure Income Fund (ASGI)](/topic/$asgi) [AGNC Investment Corp. Common Stock (AGNC)](/topic/$agnc) [Alliance Resource Partners LP (ARLP)](/topic/$arlp) [CENTRAL FD CDA LTD CL A (CEF)](/topic/$cef) [APOLLO COMMERCIAL REAL ESTATE FINANCE, INC. (ARI)](/topic/$ari) [GammaSwap (GS)](/topic/$gs) [PennyMac Financial Services, Inc. Common Stock (PFSI)](/topic/$pfsi) [Exxon Mobil (XOM)](/topic/$xom) [Coeur Mining, Inc. (CDE)](/topic/$cde) [DIA (DIA)](/topic/$dia) [Blue Owl Capital, Inc. (OWL)](/topic/$owl) [Charles Schwab Corporation (SCHW)](/topic/$schw) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Walmart, Inc. (WMT)](/topic/$wmt) [Orbit Chain (ORC)](/topic/$orc) [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy)
### Top Social Posts
Top posts by engagements in the last [--] hours

"it takes time for income oriented plays in commodities to see the benefits of higher commodity prices . There are forward sales contracts that have to be met well under spot etc. $ARLP just put up solid Q and prices for Illinois Basin coal still at 2yr highs"  
[X Link](https://x.com/BigBambooIntern/status/2019824525781921951)  2026-02-06T17:24Z [---] followers, [---] engagements


"$EMO at 8.7% yield & disco to NAV is a sweeter buy in my opinion . $KYN at [--] 5/8% yield for 10% disco and great liquidity for you big fat cats who need huge liquidity a worthy consideration"  
[X Link](https://x.com/BigBambooIntern/status/2021252835451543720)  2026-02-10T16:00Z [---] followers, [---] engagements


"$EMO 5yr return +347% $NML 5yr return +262% $TYG 5yr return +212% $KYN 5yr return +207% $PEO 5yr return +189%"  
[X Link](https://x.com/BigBambooIntern/status/2021984446044569893)  2026-02-12T16:27Z [---] followers, [--] engagements


"discos to NAV $ASA at 14.5% .widest in a few years despite NAV & share price at alltime highs $CEF 9% .25yr wide $GGN $GNT 8+% .long term wide $KYN 11% $NML 10% $PEO 9% $EMO 8% $SRV $TYG 4% $MEGI 11% $UTF 5% $NXG 2% $ASGI -1% $TEI 6% . 4yr high NAV"  
[X Link](https://x.com/BigBambooIntern/status/2016541783446995358)  2026-01-28T16:00Z [---] followers, [---] engagements


"@bigcoveranch trades almost 100k shares a day . but yes when you have bazillions in your portfolio and require a dozen interns to trade /watch /research your holdings we understand 🤣 $TYG and $EMO badly need a 3x1 stock split "  
[X Link](https://x.com/BigBambooIntern/status/2021980626241671218)  2026-02-12T16:12Z [---] followers, [--] engagements


"@Mr_Derivatives $GOOGL $GE $HD $LOW $WMT all the MLPs $MOO $AGCO $MCD $YUM"  
[X Link](https://x.com/BigBambooIntern/status/2021992656038191567)  2026-02-12T16:59Z [---] followers, [--] engagements


"$ONIT did a $44 to $53 pop in early january. my guess is was due to Q4 results getting known by friends and family . then it plunged to$41 on zippo ( methinks some guys with 2-3x baggers simply wanted profits ) Now at just $46 vs $74 BV and [----] est EPS $11/share"  
[X Link](https://x.com/BigBambooIntern/status/2022344951695364413)  2026-02-13T16:19Z [---] followers, [--] engagements


"they say they captured 1.5x the industry average of refi's off their MSR portfolio . This is what killed $PFSI who basically admitted they failed to capture much of the refi's off their MSR's "  
[X Link](https://x.com/BigBambooIntern/status/2022342054844792986)  2026-02-13T16:08Z [---] followers, [---] engagements


"$RITM so cheap . Wedbush out reiterating BUY with $14 PT [--] analysts follow all [--] say its a buy with average PT of $14 1/4 i mean for fucks sake . $0.74 EPS in Q4 was best quarter since [----] when it was an $18 stock and just an MSR play"  
[X Link](https://x.com/BigBambooIntern/status/2022351349040504879)  2026-02-13T16:45Z [---] followers, [---] engagements


"$AGNC red 100bps $NLY green 40bps $DX red 50bps $ARR green 60bps random stupidity like the algos have become monkeys heaving darts at the wall"  
[X Link](https://x.com/BigBambooIntern/status/2019506103172968754)  2026-02-05T20:19Z [---] followers, [---] engagements


"amazing . $XLE at lifetime highs . higher than when oil was $150. its up 20% ytd [----] alll this talk of surplus oil in USA as well as rest of world and $OIH at 7yr highs today as well . $XOM at $150 lifetiem highs +24% ytd 2026"  
[X Link](https://x.com/BigBambooIntern/status/2019855524695556287)  2026-02-06T19:27Z [---] followers, [---] engagements


"fyi . have heard a few $RITM bears point out its Q4 BV decline from $12.83 to to $12.66 mostly due to MSR markdowns . the counter to that is they mentioned on earnings call that current BV was between $12 3/4 and $13 . if $12 7/8 to $13 achieved would be"  
[X Link](https://x.com/BigBambooIntern/status/2020940965515776239)  2026-02-09T19:20Z [---] followers, [---] engagements


"hey @carpool_ceo WTF is going on with $KEN it used to trade in line with $ZIM given it owned a bunch .now its gone straight up without showing any sign of increased earnings or whatever . $20 to $76 in last [--] months"  
[X Link](https://x.com/BigBambooIntern/status/2021308653228241203)  2026-02-10T19:41Z [---] followers, [---] engagements


"$FRO at $30 . been 14yrs since"  
[X Link](https://x.com/BigBambooIntern/status/2021672623663710241)  2026-02-11T19:48Z [---] followers, [---] engagements


"Much of Cuba has gone dark with its oil supply choked off - Bloomberg Looks like @Dividendmaster and @GardinerIsland were smart to get to Jamaica while they could "  
[X Link](https://x.com/BigBambooIntern/status/2022324549166018585)  2026-02-13T14:58Z [---] followers, [---] engagements


"I just proposed a retirement trade to Biggie . we short $XOM at $150 we bombard Twitter with fake news headlines that a new AI app can find oil and pump it out at pennies on the dollar . cover $XOM at $85 retire"  
[X Link](https://x.com/BigBambooIntern/status/2022325670882287970)  2026-02-13T15:03Z [---] followers, [---] engagements


"Illinois Coal Basin spot price creeps up to $54.75 / ton Thats a 3yr high nice tail wind to $ARLP"  
[X Link](https://x.com/BigBambooIntern/status/2022349044182401093)  2026-02-13T16:36Z [---] followers, [---] engagements


"TRUMP : I'M ON THE PHONE ALL DAY TODAY NEGOTIATING FOR GREENLAND TRUMP: MY RELATIONSHIP WITH CUBA IS GETTING MUCH BETTER. THEY FINALLY FIGURED OUT NO OIL MEANS THEY ALL DIE . NOW THEY ARE SO NICE TO ME"  
[X Link](https://x.com/BigBambooIntern/status/2022355056801063210)  2026-02-13T16:59Z [---] followers, [---] engagements


"@USRoute41 @USRoute41 getting filthy rich as his utility stox soar . AI driving power demand thru the roof . He'll have plenty of cash to cover the monster AC bills coming to all this summer He should buy some $UTF whose disco to NAV expanding today"  
[X Link](https://x.com/BigBambooIntern/status/2022356166706368653)  2026-02-13T17:04Z [---] followers, [--] engagements


"Ponz nah . he is to NJ like @PekalaLaw to Chicago diehard to the end @Ponzi1945 has so much wealth now @ $5000 gold he is threatening to buy his country club so he can throw out some of the guys who laughed at him buying gold back at $300/oz . @BigBambooIntern speaking of @Ponzi1945 I would think you would have run into him down there. @BigBambooIntern speaking of @Ponzi1945 I would think you would have run into him down there"  
[X Link](https://x.com/BigBambooIntern/status/2022358904395432311)  2026-02-13T17:15Z [---] followers, [---] engagements


"side and $MNDY $CRM & $DUOL on the short side. The launch comes as anxiety over AI's disruptive potential intensifies with software stocks trading at about [--] times earnings down from roughly [--] times earnings a year ago and earnings expectations remaining broadly intact"  
[X Link](https://x.com/BigBambooIntern/status/2022384417461928368)  2026-02-13T18:56Z [---] followers, [---] engagements


"@LaziestofDans @USRoute41 i just sold more $ASGI which is probably at 10% premium to NAV and bought $MEGI at a $10.52 spread also outright added some more $UTF $MEGI a 4% position $UTF just 1%"  
[X Link](https://x.com/BigBambooIntern/status/2022390469809049765)  2026-02-13T19:20Z [---] followers, [--] engagements


"hey Stu Rothstein at $ARI stock not really loving your news that much today you were at $11 in September may i suggest you hire a GSE trader somewhere and announce you will reinvest the cash from sale into GSE mbs given the insane premiums to BV at $NLY and $AGNC"  
[X Link](https://x.com/BigBambooIntern/status/2016581608157909085)  2026-01-28T18:38Z [---] followers, [--] engagements


"$UNG down 19% there must be one helluva warm spell coming silver & gold who effing knows . Rumors in China that some commodities whale fled the country with huge losses roiling things. $ASA $GGN $GNT are what i'm running with for now. Friday was worst hit since"  
[X Link](https://x.com/BigBambooIntern/status/2018329753103503504)  2026-02-02T14:24Z [---] followers, [---] engagements


"sold a little $ASGI vs buying $MEGI today"  
[X Link](https://x.com/BigBambooIntern/status/2020968395660013716)  2026-02-09T21:09Z [---] followers, [---] engagements


"my god even with that huge rally in $ASA yesterday its still 12% disco to NAV . c'mon @boazweinstein . just take it over already worth mentioning his daily buys of $ASA now has him at over 30% ownership"  
[X Link](https://x.com/BigBambooIntern/status/2021235370004811874)  2026-02-10T14:50Z [---] followers, [---] engagements


"@GeorgeManiereg @LaziestofDans at least today we see $AGNC down even more and $NLY red too . $IVR and $ORC red too . in fact every GSE mREIT solidly red but $TWO who is now just a $UWMC derivative UST green and GSE spreads are 1bp wider . in fact i just added a slug . this is absurd"  
[X Link](https://x.com/BigBambooIntern/status/2021310607224402394)  2026-02-10T19:49Z [---] followers, [---] engagements


"RBC hikes price target for $CDE from $22 to $26 Raymond James just hiked it from $24 1/2 to $27 1/2 Cannacord from $24 to $26 1/2 avg Street PT now $25 7/8"  
[X Link](https://x.com/BigBambooIntern/status/2021968593659822557)  2026-02-12T15:24Z [---] followers, [---] engagements


"@bigcoveranch i think they trade weakest in sector simply by having lowest divvy yield ( weakest by comparing disco to NAV vs rest ) $KYN is my largest MLP CEF position followed by $NML $TYG $EMO in order $KYN liquidity is underappreciated . its 135% larger than next biggest CEF"  
[X Link](https://x.com/BigBambooIntern/status/2021977382693868015)  2026-02-12T15:59Z [---] followers, [--] engagements


"amazing stat du jour $SPY 5yr return = +88% $QQQ 5yr return = +86% $DIA 5yr return =+74% $IWM 5yr return = +23% . . . $AMLP 5yr return = +170% yup. sleepy MLP have absolutely blown away the major indices over last 5yrs and MLP CEF wowser"  
[X Link](https://x.com/BigBambooIntern/status/2021984444148855172)  2026-02-12T16:27Z [---] followers, [---] engagements


"@LaziestofDans making so much vig today he calls his favorite Packers insider to see what a share in the team is selling for would make a nice gift for his missus for Valentine's Day"  
[X Link](https://x.com/BigBambooIntern/status/2022357864963280944)  2026-02-13T17:11Z [---] followers, [--] engagements


"wow. $AMLP up 220bps new [--] month high every MLP CEF lagged $AMLP . means most should see deeper discounts to NAV on Monday"  
[X Link](https://x.com/BigBambooIntern/status/2022410909105426924)  2026-02-13T20:41Z [---] followers, [---] engagements


"@GeorgeManiereg @LaziestofDans its at 2+% premium to Q4 BV"  
[X Link](https://x.com/BigBambooIntern/status/2021310796928528621)  2026-02-10T19:50Z [---] followers, [--] engagements


"$AGNC $NLY $DX all moving in 1% unison higher"  
[X Link](https://x.com/BigBambooIntern/status/2021621677969547683)  2026-02-11T16:25Z [---] followers, [---] engagements


"Margin debt has gone vertical & at alltime highs . Probably explains the psychotic volatility lately https://www.linkedin.com/posts/charles-henry-monchau-cfa-cmt-caia-4003096_margin-debt-reaches-a-record-123-trillion-activity-7427796161257857025-kDmMutm_medium=ios_app&rcm=ACoAAAJtdA4B_bHzQSCFG-zXnZ8_-cOGXWUaURw&utm_source=social_share_send&utm_campaign=x"  
[X Link](https://x.com/BigBambooIntern/status/2022149782459101325)  2026-02-13T03:24Z [---] followers, [---] engagements


"$GS has introduced a software pair trade basket that goes long companies whose businesses are seen as difficult for AI to displace & shorts firms whose workflows AI could automate or replicate internally. The basket includes companies such as $NET $CRWD & $MSFT on the long"  
[X Link](https://x.com/BigBambooIntern/status/2022384414446227939)  2026-02-13T18:56Z [---] followers, [---] engagements


"BDC's seem wildly oversold Look at $KRE at almost 2yr highs . hard to believe regional banks are that great at lending and the guys at $OWL $TCPC $BXSL $OCCI losing on so many loans and at lifetime or long term lows"  
[X Link](https://x.com/BigBambooIntern/status/2018426322859532490)  2026-02-02T20:48Z [---] followers, [---] engagements


"@WSJ $ARES down 11% $APO $BX down 5% $KKR down 10% $MC $CG down 4% all on fears of software investments"  
[X Link](https://x.com/BigBambooIntern/status/2018794090708767167)  2026-02-03T21:09Z [---] followers, [---] engagements


"@itsme_urstruly one day @iBladesi will have daughters doing maintenance work on his Porsche collection"  
[X Link](https://x.com/BigBambooIntern/status/2022332206899957908)  2026-02-13T15:29Z [---] followers, [--] engagements


"$UWMC was almost at $7 in September when 10yr hit 4.02% 10yr now at $4.05% and $UWMC @ $5 because the CEO has been dumping much of his stock holdings to pay off the loan he took out to buy a pro sports team At $6 $TWO is worth $14 At $& $TWO is worth $16 3/8"  
[X Link](https://x.com/BigBambooIntern/status/2022348042087829759)  2026-02-13T16:32Z [---] followers, [---] engagements


"this is Bob Bob owns the Palm Beach Porsche dealership Bob knows @iBladesi total portfolio which he watches with great interest Bob sees @iBladesi NAV soaring today which means Bob will be selling some more 911's Bob is very happy man Hookers & blow will flow"  
[X Link](https://x.com/BigBambooIntern/status/2022352310329135303)  2026-02-13T16:48Z [---] followers, [---] engagements


"$ASA at alltime high NAV alltime high share price and STILL near [--] week wide disco to NAV at 13+% @boazweinstein & his saba now own over 29% of $ASA and should continue to buy the hell out of it at this discount"  
[X Link](https://x.com/BigBambooIntern/status/2015814775964324289)  2026-01-26T15:51Z [---] followers, [--] engagements


"crash gold stox at open into zero bid wait for mom and pop to decide to exit sector with smaller profits intact now algos swoop in to buy $ASA up 250bps off opening dump already $UUP at 4yr low yes USD getting thumped but good"  
[X Link](https://x.com/BigBambooIntern/status/2016176136628150567)  2026-01-27T15:47Z [---] followers, [--] engagements


"@yenoms $ARI is selling its entire $9bln CRE portfolio to insurance company Athene . Will leave them with $1.4bln in cash after all debt paid off .This equates to $12.05 BV per share . If smart they buy GSE mbs and run like $DX until they sort out new LT plan i bought some too"  
[X Link](https://x.com/BigBambooIntern/status/2016675029929402674)  2026-01-29T00:49Z [---] followers, [--] engagements


"pretty sure in the history of $ASA its never been down 6% while gold and silver were both green as it is now just added some $ASA"  
[X Link](https://x.com/BigBambooIntern/status/2016978537169748417)  2026-01-29T20:55Z [---] followers, [---] engagements


"dang . you must have bought the peak high in $ASA to be down 20%. Gold itself is only down 13+% from recent peak close . Keep in mind spot gold sold off 10+% in October & then started to climb again. my cost basis is $35 and i'm riding with it @BigBambooIntern I am down about 20% or something on my Asa. Are you not worried that Saba will turn it into a credit fund and we will end up with nothing @BigBambooIntern I am down about 20% or something on my Asa. Are you not worried that Saba will turn it into a credit fund and we will end up with nothing"  
[X Link](https://x.com/BigBambooIntern/status/2018413279811350899)  2026-02-02T19:56Z [---] followers, [---] engagements


"$ASA in beast mode"  
[X Link](https://x.com/BigBambooIntern/status/2020964541543350390)  2026-02-09T20:54Z [---] followers, [---] engagements


"weird that $ARI sold off late day .Its Q4 results meaningless as they are selling portfolio just about at BV . don't see any signs of what they plan to do with the dough after the sale is done"  
[X Link](https://x.com/BigBambooIntern/status/2021335201583071333)  2026-02-10T21:27Z [---] followers, [---] engagements


"discos to NAV $ASA 12% $GGN $GNT 7% $CEF 5% $KYN $NML $PEO 10% $EMO 8% $TYG $SRV 2% $MEGI 10% $MEGI your buy du jour $UTF 5% $NXG -1% $ASGI -5% $HQL 10% $HQH 6% $TEI 3% $PNI 10% $NRK 7% $NAN flat $VTN -8%"  
[X Link](https://x.com/BigBambooIntern/status/2021595853778002393)  2026-02-11T14:43Z [---] followers, [---] engagements


"@ShawnStewa24764 got decimated Jan [--] . think i'm back up at highs now . not as long precious metals as before"  
[X Link](https://x.com/BigBambooIntern/status/2022320032571625597)  2026-02-13T14:40Z [---] followers, [--] engagements


"@USRoute41 @PekalaLaw @Ponzi1945 @iBladesi yup . every intern down here sends their resumes to him"  
[X Link](https://x.com/BigBambooIntern/status/2022360272405762094)  2026-02-13T17:20Z [---] followers, [--] engagements


"more on $UTF it was at a premium to NAV most of [----] and 75% of [----] . When it hit 6% premium to NAV last September they did a rights offering that slammed it to 9% disco to NAV . its at 6% disco now . @USRoute41 @BigBambooIntern $UTF being near a [--] week high is a bit of a drawback. @USRoute41 @BigBambooIntern $UTF being near a [--] week high is a bit of a drawback"  
[X Link](https://x.com/BigBambooIntern/status/2022399039472627894)  2026-02-13T19:54Z [---] followers, [---] engagements


"currently $AGNC at 28% premium to Q4 BV $NLY at 15% premium to Q4 BV $DX at 5% premium sigh $RITM at 16% disco to BV double face palm"  
[X Link](https://x.com/BigBambooIntern/status/2022468600637128818)  2026-02-14T00:31Z [---] followers, [---] engagements


"$BAC raises $IVR PT to $8.25 from $7.50 and keeps it a SELL rating mother of god . $ONIT releasing prelim Q4 results book value now in the $71 to $74 range Q4 EPS will be $12.20 to $15 per share . NO WONDER THE FLORIDA MAFIA BEEN BUYING THE CRAP OUT OF IT"  
[X Link](https://x.com/BigBambooIntern/status/2015812313777889579)  2026-01-26T15:41Z [---] followers, [--] engagements


"$DX and more so $ONIT are your buys du jour $RWT is meetingf with BTIG today and is presenting a new Non-QM lending platform called Aspire .getting no love but then again mortgage REITs a wall of red this AM for no reason"  
[X Link](https://x.com/BigBambooIntern/status/2015813320016581095)  2026-01-26T15:45Z [---] followers, [--] engagements


"@bigcoveranch lets me run a small portfolio for him i bought $ONIT & $DX at opening dumps as both posted very positive news this morning algos simply decided to dump everything with word 'mortgage' today crazy"  
[X Link](https://x.com/BigBambooIntern/status/2015820175111557185)  2026-01-26T16:12Z [---] followers, [--] engagements


"" We see hedged ROE in the mid-teens at 7x leverage and at 8x leverage we see mid to high teens ROE " $DX emphasizes this return assumes flat rates and just carry trade Lots of analyst angst that spreads can't go tighter "  
[X Link](https://x.com/BigBambooIntern/status/2015834735436611982)  2026-01-26T17:10Z [---] followers, [--] engagements


"$USAR up 15% on news govt investing $3bln into them $METC $METCB down 19% and 12% cuz they got no money bomb heaved to them"  
[X Link](https://x.com/BigBambooIntern/status/2015839777858240728)  2026-01-26T17:30Z [---] followers, [---] engagements


"$DX now up 160bps off the lows why anybody would sell it on stellar Q4 results beyond me and i sure as hell added it should be green 100bps $ONIT issued an 8-K today that apparently few are bothering to read adjusted EPS somewhere in the $7 to $11 per share in"  
[X Link](https://x.com/BigBambooIntern/status/2015847004182634714)  2026-01-26T17:59Z [---] followers, [---] engagements


"@Rollo_c how is it $METC earned $2.60 in [----] $1.73 in [----] but has been losing money ever since"  
[X Link](https://x.com/BigBambooIntern/status/2015850801810346407)  2026-01-26T18:14Z [---] followers, [--] engagements


"$EFC printing a secondary 8.775mln shares with 1.316mln greenshoe now at flat to Q3 BV"  
[X Link](https://x.com/BigBambooIntern/status/2015894735898976663)  2026-01-26T21:08Z [---] followers, [---] engagements


"when i see people criticize Nierenberg at $RITM for buying $PGRE claiming office space is a disaster i like them to look at $SPG doing a $40 to $185 recovery "  
[X Link](https://x.com/BigBambooIntern/status/2016221863999943053)  2026-01-27T18:48Z [---] followers, [---] engagements


"you gotta be kidding me $ORC trading at 10+% premium to Q4 BV $DX at 9.5% premium run some 1-3-5yr total returns between the 2"  
[X Link](https://x.com/BigBambooIntern/status/2016226265573777816)  2026-01-27T19:06Z [---] followers, [---] engagements


"Norilsk Nickel expects approximate 11% fall in palladium output 6% in platinum 2% in copper in [----] Palladium up 6+% today Platinum up 250bps Rhodium up again to new LT highs [-----] oz @iBladesi wakes up looks at P&L gets a stiffy goes back to sleep"  
[X Link](https://x.com/BigBambooIntern/status/2016521466078982482)  2026-01-28T14:39Z [---] followers, [---] engagements


"$TCAI at lifetime high AI infrastructure ETF"  
[X Link](https://x.com/BigBambooIntern/status/2016627996736552982)  2026-01-28T21:42Z [---] followers, [--] engagements


"gold up $100 and $ASA goes red we saw this playbook yesterday people calling top in PM's dump / short gold miners hard near open unless the metal falls really hard miners roar back later"  
[X Link](https://x.com/BigBambooIntern/status/2016886718683619366)  2026-01-29T14:50Z [---] followers, [---] engagements


"$ASA closed at alltime high NAV and share price with a 13% disco to NAV . probably 14+% now "  
[X Link](https://x.com/BigBambooIntern/status/2016887017880121476)  2026-01-29T14:51Z [---] followers, [--] engagements


"man did US Steel pick a crap time to sell itself everybody in that space on moon $X would be $100+ if still around look at $MT now up 135% YoY up 25% in January alone"  
[X Link](https://x.com/BigBambooIntern/status/2016890464587178016)  2026-01-29T15:05Z [---] followers, [--] engagements


"26mln more shares sold at fat premium and huge tightening of GSE spreads . I'd own $NLY over $AGNC but $DX the best of the [--] by a long shot currently"  
[X Link](https://x.com/BigBambooIntern/status/2016896792902722030)  2026-01-29T15:30Z [---] followers, [---] engagements


"GSE spreads still +73 they just selling off $NLY $AGNC $DX cuz they up a bunch fundies are great $UUP now red [--] cents on day vs green [--] cents when they went crazy killing precious metals new gold shorts beware"  
[X Link](https://x.com/BigBambooIntern/status/2016916520417341672)  2026-01-29T16:49Z [---] followers, [---] engagements


"$IVR results out Solid EAD at $0.56 vs $0.36 in divvies paid out but its down from $0.58 in Q3 net income at $0.68 down from $0.74 in Q3 BV up only 3+% not very good now at just 1% premium to BV which for GSE mREITs is good"  
[X Link](https://x.com/BigBambooIntern/status/2017247674479620333)  2026-01-30T14:44Z [---] followers, [---] engagements


"$REM getting whacked 240bps for zero reasons i see yield curve steeper is good $HYG green 1bp $IEI green 4bps = junk credit OK GSE spreads actually 1bp tighter at +74/10yr $OXLC back to COVID lows now $RITM destroyed"  
[X Link](https://x.com/BigBambooIntern/status/2017251308051337531)  2026-01-30T14:59Z [---] followers, [---] engagements


"KBW hiked price target on $DX to $15.25 from $14 1/2 markets don't care today but fundamentally these guys are killing it"  
[X Link](https://x.com/BigBambooIntern/status/2017259805388235123)  2026-01-30T15:33Z [---] followers, [---] engagements


"@bigcoveranch great day to do so . this is classic retail panic selling /money raising in names that have done well . $NLY down more than $DX despite solid results"  
[X Link](https://x.com/BigBambooIntern/status/2017260333950185595)  2026-01-30T15:35Z [---] followers, [--] engagements


"$RITM down 9% because $PFSI is down 35% . bit crazy given $RITM is much more than just an MSR play and of course wasn't at 2x book value like $PFSI was ( $RITM well under BV ) that and $PMT intriguing here"  
[X Link](https://x.com/BigBambooIntern/status/2017282892871725367)  2026-01-30T17:04Z [---] followers, [---] engagements


"4 analysts out raising PT on $NLY post earnings KBW from $23.25 to $25 $WFC from $23 to $25 Jones Trading from $22 to $25 Barclays from $23 to $24 avg across [--] analysts is $24 3/8"  
[X Link](https://x.com/BigBambooIntern/status/2017286273065537556)  2026-01-30T17:18Z [---] followers, [---] engagements


"@LogicalNumbers added some $TWO earlier have eye on $DX Street on $DX Bose George / KBW hikes PT from $14.5 to $15 1/4 Jones Trading from $14 to $15 1/4 avg PT across [--] analysts = $15 1/8"  
[X Link](https://x.com/BigBambooIntern/status/2017287036525248676)  2026-01-30T17:21Z [---] followers, [---] engagements


"$ARLP declares [--] cent divvvy 10% yield announced one of its mines will be closing due to its main customer reducing demand "  
[X Link](https://x.com/BigBambooIntern/status/2017324821806244258)  2026-01-30T19:51Z [---] followers, [---] engagements


"can't find a soul on Twitter with a lucid explanation why $DX is down so much or $RITM either . no news nor market events to point to similar volume to the previous [--] days this week at $DX . $RITM at 20+mln shares is massive volume 15mo high"  
[X Link](https://x.com/BigBambooIntern/status/2017334233669185711)  2026-01-30T20:28Z [---] followers, [---] engagements


"bot some $DX and $RITM just now"  
[X Link](https://x.com/BigBambooIntern/status/2017335451745472605)  2026-01-30T20:33Z [---] followers, [---] engagements


"GSE spreads went out Friday at +77/10yr or [--] wider on day the crushing that GSE mREIts took was pretty inexplicable . Junk bonds did fine Friday zero sign of credit distress. Today GSE spreads now 1bptighter at +76/10yr $DX down from $14 3/4 to $13 7/8 and now"  
[X Link](https://x.com/BigBambooIntern/status/2018328393909940647)  2026-02-02T14:19Z [---] followers, [---] engagements


"just 3% over BV ( maybe at or thru with BV probably up in Q1 ) are a BUY especially with $NLY @ 15% premium and $AGNC at 28% . Fed Funds futes out in Jan at [--] 1/8% today which is pretty much the [--] week average proving Warsh nomination is NOT any real issue"  
[X Link](https://x.com/BigBambooIntern/status/2018328395394805948)  2026-02-02T14:19Z [---] followers, [---] engagements


"discos to NAV @ friday close $ASA 14% $GNT 11% $GGN $CEF 9+% $KYN $NML $PEO 9% $EMO 6% $TYG 2% $MEGI 10% $UTF 4% $NXG flat $ASGI -4% $TEI 4% $HQL 9% $HQH 8% $PNI 11% $NRK 6% $NAN flat $VTN -5%"  
[X Link](https://x.com/BigBambooIntern/status/2018335158168895759)  2026-02-02T14:46Z [---] followers, [---] engagements


"no reason $NML should be underperforming the group it and $RITM are the buys du jour"  
[X Link](https://x.com/BigBambooIntern/status/2018336655929733521)  2026-02-02T14:52Z [---] followers, [---] engagements


"GSE spreads now 2bps tighter on day to +75/10yr GSE mREITs behaving like FNMA in trouble UST slightly red while $HYG green so junk credit strong 2-10yr 1bp flatter at +71 seems crazy $TYG green while $NML red 225bps weird"  
[X Link](https://x.com/BigBambooIntern/status/2018360816051892456)  2026-02-02T16:28Z [---] followers, [---] engagements


"$GNT green 220bps $GGN red 100bps portfolios quite similar"  
[X Link](https://x.com/BigBambooIntern/status/2018361167425515890)  2026-02-02T16:29Z [---] followers, [--] engagements


"$MATX begins to remind me of $PFSI at $160 . why buy 13x multiple and divvy well under 1% when you can buy $GSL at 3+ multiple and a [--] 5/8% divvy that probably gets jacked soon given debt paydown has been so large . avg quarterly [----] EPS $2.65 vs $0.625 divvy"  
[X Link](https://x.com/BigBambooIntern/status/2018422371699355868)  2026-02-02T20:32Z [---] followers, [---] engagements


"get ready for some jacked price targets on $RITM . its a very profitable asset manager trading well under BV paying highest dividend of all asset managers . show me a cheaper asset manager ( look forward not backwards ) adding some $RITM it was $12 1/2 in September"  
[X Link](https://x.com/BigBambooIntern/status/2018696414507733480)  2026-02-03T14:41Z [---] followers, [---] engagements


"@Shadetreecap most in the space are paying out 100% and even more of EAD in dividends .$RITM paid out less than 50% in in [----]. you know asset managers.any out there way under BV paying a divvy like $RITM"  
[X Link](https://x.com/BigBambooIntern/status/2018696890313838746)  2026-02-03T14:43Z [---] followers, [---] engagements


"$GSL hit a 10yr high yesterday . Looks like somebody is ringing the register and selling a chunk . no news and still trading at 3+x with its long term debt dropping like a stone sending its TBV to probably $50 when Q4 results come out"  
[X Link](https://x.com/BigBambooIntern/status/2018698580693836123)  2026-02-03T14:50Z [---] followers, [---] engagements


"highest quarterly earnings in $RITM history and by alot about my only criticism is MN could throw us a nickel more in divvvies but he'd argue he's too busy buying cheap assets what asset manager is blowing it out like this under TBV and paying a [--] 3/4% divvy anybody"  
[X Link](https://x.com/BigBambooIntern/status/2018700232955977755)  2026-02-03T14:56Z [---] followers, [---] engagements


"$ASA at 14+% disco to NAV"  
[X Link](https://x.com/BigBambooIntern/status/2018703820209955266)  2026-02-03T15:11Z [---] followers, [---] engagements


"discos to NAV $NML 10% $KYN 9% $PEO 8% $EMO 6% $SRV 2% $TYG 1% $ASA 14+% $GGN 10% $GNT 9% $CEF 7% $HQL 10% $HQH 8% $TEI 5% $MEGI 9% $UTF 4% $NXG -1% $ASGI -4% $PNI 11% $NRK 6% $NAN flat $VTN -5%"  
[X Link](https://x.com/BigBambooIntern/status/2018707137359200341)  2026-02-03T15:24Z [---] followers, [---] engagements


"i've seen reporters approach protesters marching around at some Bernie Sanders /AOC event with signs screaming PAY YOUR FAIR SHARE and EAT THE RICH and when asked by reporters what is 'fair share' say things like "one third". completely clueless dolts Honestly whats the point of working hard starting a business creating jobs if the state takes more than 50% of your extra effort when you hit the top income tax bracket What is the highest tax rate that feels reasonable and justified to you https://t.co/Pxmlrfxj0K Honestly whats the point of working hard starting a business creating jobs if the"  
[X Link](https://x.com/BigBambooIntern/status/2018708016510464266)  2026-02-03T15:27Z [---] followers, [---] engagements


"@bigcoveranch $CDE $SBSW"  
[X Link](https://x.com/BigBambooIntern/status/2018709919805919328)  2026-02-03T15:35Z [---] followers, [---] engagements


"reading SA piece suggesting $CMRE still cheap after its rally in l;ast year its trading at 6x with a divvy under 3% at TBV $GSL is trading at 3x with a [--] 3/4% divvy and probably at 20% disco to TBV both containers"  
[X Link](https://x.com/BigBambooIntern/status/2018710700214952423)  2026-02-03T15:38Z [---] followers, [---] engagements


"AI writing code is probably one of the easiest uses for AI out there and some software companies are going to get put out of biz . this includes the floater CEF . I'm all out of anything with heavy software investments "  
[X Link](https://x.com/BigBambooIntern/status/2018790663274533128)  2026-02-03T20:56Z [---] followers, [--] engagements


"people freaking out on $UBS down 6% are missing the fact $UBS ripped from $36+ to $49+ in Dec-Jan ( +34% ) . anything less than a solid beat was bound to create profit taking"  
[X Link](https://x.com/BigBambooIntern/status/2019064640722931771)  2026-02-04T15:04Z [---] followers, [---] engagements


"shipping sector solidly red today . except of course $MATX which just ignores all shipping metrics and charges into alltime high territory and is up almost 100% in last [--] months . i suspect its going to get the $PFSI treatment on slightest hiccup in earnings"  
[X Link](https://x.com/BigBambooIntern/status/2019065445756604516)  2026-02-04T15:08Z [---] followers, [---] engagements


"$AMLP flat on day but MLP CEF all down 1%"  
[X Link](https://x.com/BigBambooIntern/status/2019096860393136418)  2026-02-04T17:12Z [---] followers, [---] engagements


"is that crafty old bastard @Shadetreecap using a down day in markets to cover his monster $ASPS short"  
[X Link](https://x.com/BigBambooIntern/status/2019103422793027953)  2026-02-04T17:39Z [---] followers, [---] engagements


"looks like short interest at $ASPS hit alltime high is @Shadetreecap getting his balls squeezed but good today"  
[X Link](https://x.com/BigBambooIntern/status/2019121535030817041)  2026-02-04T18:51Z [---] followers, [---] engagements


"YES . YES .YES A fund managed by $OWL sold a warehouse in Pennsylvania to @DHSgov for nearly $120 million. @DHSgov has been buying warehouses across the country to turn into immigration jails including in Maryland Texas & Arizona and has spent at least $379 million"  
[X Link](https://x.com/BigBambooIntern/status/2019126621966668255)  2026-02-04T19:11Z [---] followers, [---] engagements


"shipping sector whacked 2-6% today on zero news really no ladies $GSL is not a software company . but its having worst day in [--] months simply cuz its up alot in last [--] months"  
[X Link](https://x.com/BigBambooIntern/status/2019130558417445276)  2026-02-04T19:26Z [---] followers, [---] engagements


"$EINC at 10yr high basically an ETF that owns all the same MLP that $TYG $EMO $KYN $SRV $NML own with a much lower divvy"  
[X Link](https://x.com/BigBambooIntern/status/2019153747868618931)  2026-02-04T20:59Z [---] followers, [---] engagements


"down goes Frazier . and $GOOGL and $QCOM"  
[X Link](https://x.com/BigBambooIntern/status/2019155248867418409)  2026-02-04T21:05Z [---] followers, [---] engagements


"uranium sector smashed today Cameco had biggest down day in a year $LEU has done a $435 to $250 plunge in last 3+months"  
[X Link](https://x.com/BigBambooIntern/status/2019161726072066520)  2026-02-04T21:30Z [---] followers, [---] engagements


"some crazy rallies in chemicals sofar in just February $HUN +27% $OLN up 23% $CE +19% $DOW +18% $LYB +17% none putting up great results yet Street still hates them i sense a short squeeze"  
[X Link](https://x.com/BigBambooIntern/status/2019164629306347689)  2026-02-04T21:42Z [---] followers, [---] engagements


"just heard .@bigcoveranch screaming up in his trading room; " GO YOU LITTLE BITCH " Thought one of us interns was in trouble Turns out he's all excited about his $EPD position going vertical phew"  
[X Link](https://x.com/BigBambooIntern/status/2019466094545674641)  2026-02-05T17:40Z [---] followers, [---] engagements


"Anthropic is releasing a new version of its AI model Claude Opus [---] designed to carry out financial research & other work-related functions. The release of Opus [---] has caused shares of financial services companies to slump with companies like $FDS & $SPGI plunging"  
[X Link](https://x.com/BigBambooIntern/status/2019488446687928338)  2026-02-05T19:09Z [---] followers, [---] engagements


"another big rally at $ASPS rumor has it @Shadetreecap is hiding his Mercedes in friend's garage so repo man can't find as the short squeeze continues he told reporters : " wait til these squeezers find out they have nobody but me to sell their new long to ""  
[X Link](https://x.com/BigBambooIntern/status/2019521365808996547)  2026-02-05T21:19Z [---] followers, [---] engagements


"hey . thats @DividendMaster and @GardinerIsland and i believe that pool bar is in Jamaica . looks like they found a fast boat and got off Cuba for awhile Boomers collecting $700k a year in interest watching your fake internet money vanish from the screen. https://t.co/OMzG8MdAKU Boomers collecting $700k a year in interest watching your fake internet money vanish from the screen. https://t.co/OMzG8MdAKU"  
[X Link](https://x.com/BigBambooIntern/status/2019527003259494427)  2026-02-05T21:42Z [---] followers, [---] engagements


"FYI $IGV is a good ticker to track how software sector is doing iShares Expanded Tech-Software Sector ETF -25% ytd"  
[X Link](https://x.com/BigBambooIntern/status/2019533679085961295)  2026-02-05T22:08Z [---] followers, [---] engagements


"As @ibladesi knows these types of women throw themselves at Porsche 911s https://www.instagram.com/reel/DUFErM1FG-x/igsh=MXRxbHIzcTBmbzA3aw== https://www.instagram.com/reel/DUFErM1FG-x/igsh=MXRxbHIzcTBmbzA3aw=="  
[X Link](https://x.com/BigBambooIntern/status/2019620893979476323)  2026-02-06T03:55Z [---] followers, [--] engagements


"Hedgie bros back home feeling lonely have offered to send us private jet for Super Bowl party . We looked at weather forecast up there & said HELL NO but you can come here . They claim all jets booked already heading south . We laughed and said call @stkbullgod"  
[X Link](https://x.com/BigBambooIntern/status/2019778316891250961)  2026-02-06T14:20Z [---] followers, [---] engagements


"somebody unloaded size in $GGN yesterday and drove it from 6% disco to NAV to 9% today .average disco the last year is 2.5% . its rare its at wider disco than $GNT who is at 8% today"  
[X Link](https://x.com/BigBambooIntern/status/2019781237376688486)  2026-02-06T14:32Z [---] followers, [---] engagements


"$GGN up 3x more than $GNT as i suggested earlier would happen . i had grabbed more late yesterday . Biggie smiled & said i get extra ration of Mt Gay & tonics"  
[X Link](https://x.com/BigBambooIntern/status/2019787367498822018)  2026-02-06T14:56Z [---] followers, [---] engagements


"@GardinerIsland calling from Jamaica asking where GSE spreads are . I see them 1bp tighter on day at +79/10yr . YC is 1bp flatter and UST solidly red along with USD i hear women giggling in background . GIC says @DividendMaster hired some interns while they hide out"  
[X Link](https://x.com/BigBambooIntern/status/2019793835052663119)  2026-02-06T15:22Z [---] followers, [--] engagements


"in Half Moon Bay . Apparently Cuba a mess with Trump cutting off oil to island so they may hang in Jamaica for a bit . He says DM hired the daughter of this lady who he claims was on a poster every high school & college guy had on their walls in 70-80's . but why"  
[X Link](https://x.com/BigBambooIntern/status/2019793836927508713)  2026-02-06T15:22Z [---] followers, [---] engagements


"@LogicalNumbers yes . but how many times in history has gold /silver /platinum / palladium rallied this fast if oil dropped to $25 a barrel you would see airlines all rally 25% instantly despite fact some would show zero profit increase "  
[X Link](https://x.com/BigBambooIntern/status/2019794471144075348)  2026-02-06T15:25Z [---] followers, [--] engagements


"@indianndon Nierenberg is going full tilt boogie transforming them to asset manager which scares some people who just want a fat divvy mortgage REIT he sees asset managers at 15-20x multiples while mREITs at 5-8x"  
[X Link](https://x.com/BigBambooIntern/status/2019810204016382357)  2026-02-06T16:27Z [---] followers, [--] engagements


"$RKT green 1% $UWMC red 350bps be rest assured Mat Ishbia selling more shares as his pro-team loan covenants demand"  
[X Link](https://x.com/BigBambooIntern/status/2019810946668195873)  2026-02-06T16:30Z [---] followers, [---] engagements


"Jeffrey Epstein Offered a Tall Swedish Blonde to Anil Ambani Jeffrey Epstein spent years cultivating a relationship with Anil Ambani a scion of Indias wealthiest family with messages between them discussing world affairs business and women. .and"  
[X Link](https://x.com/BigBambooIntern/status/2019811511007609253)  2026-02-06T16:32Z [---] followers, [---] engagements


"@GardinerIsland texting me this story telling me to finish internship get that private equity job work hard .don't be that "swedish blonde" getting traded like baseball cards thanks GIC . now you sound like my dad"  
[X Link](https://x.com/BigBambooIntern/status/2019815533542293589)  2026-02-06T16:48Z [---] followers, [--] engagements


"amazing how media seems to skip the economic data today U of Michigan Sentiment [----] vs [--] expected Current Conditions at [----] vs [----] expected 1yr Inflation Expectations at 3.5% vs 4% expected . This number was at 6.6% back in June when every jackwad on .@CNBC"  
[X Link](https://x.com/BigBambooIntern/status/2019818966202609749)  2026-02-06T17:02Z [---] followers, [---] engagements


"@CollinsforTX even 3rd world Somalia has voter ID and still Democrats scream about racism"  
[X Link](https://x.com/BigBambooIntern/status/2019819961032798664)  2026-02-06T17:06Z [---] followers, [--] engagements


"$XOM earned over $14 in [----] . peak price that year was $110 avg price was $91 . $XOM EPS consensus in [----] is a drop to $6.82 and its at $150"  
[X Link](https://x.com/BigBambooIntern/status/2019856499376529770)  2026-02-06T19:31Z [---] followers, [---] engagements


"@AlaminosInv @GeorgeManiereg i'm guessing $UWMC CEO selling more shares he took out a loan to buy a pro sports team and i think he is getting forced to sell shares to pay down the loan but of course if a CEO sells big blocks of his company people assume the worst"  
[X Link](https://x.com/BigBambooIntern/status/2019866847022092567)  2026-02-06T20:12Z [---] followers, [---] engagements


"@AlaminosInv @GeorgeManiereg $RKT [----] earnings est = $0.78 so its trading at $19 / .78 = 24x $UWMC [----] est = $0.46 so its trading at [----] / [----] = 10x thats what happens when your CEO has to liquidate his shares he posted as collateral for a loan to buy a sports team"  
[X Link](https://x.com/BigBambooIntern/status/2019870633786781708)  2026-02-06T20:27Z [---] followers, [---] engagements


"looking at top [--] holdings in $GNT all green like [---] to [---] bps . that disco to NAV gonna widen"  
[X Link](https://x.com/BigBambooIntern/status/2019878276769226910)  2026-02-06T20:58Z [---] followers, [---] engagements


"Stellantis bails on EVs drops 25% most on record its ruined Jeeps . the Wrangler looks like a Barbie jeep with tiny bumpers . $MOH SEES 50% DECLINE IN ANNUAL OBAMACARE PREMIUM REVENUE stock down 27%"  
[X Link](https://x.com/BigBambooIntern/status/2019880478728159422)  2026-02-06T21:06Z [---] followers, [---] engagements


". and trust me @TheDemocrats will try to make this a reality for all 78mln who voted for Trump If you still support ICE and dont want to abolish it you should be thrown into a reeducation camp https://t.co/z867UwuXcz If you still support ICE and dont want to abolish it you should be thrown into a reeducation camp https://t.co/z867UwuXcz"  
[X Link](https://x.com/BigBambooIntern/status/2019885476476244025)  2026-02-06T21:26Z [---] followers, [---] engagements


"Mamdani NYC health department staffers launch Global Oppression Working Group accusing Israel of genocide Every department under Mamdani will do nothing for residents . Its all Jew hate politics 24/7 https://share.newsbreak.com/h5kw9fyks=i2 https://share.newsbreak.com/h5kw9fyks=i2"  
[X Link](https://x.com/BigBambooIntern/status/2019905904632545449)  2026-02-06T22:47Z [---] followers, [--] engagements


"Tens of Thousands in NYC Without Heat Slam Mayor Zohran Mamdani The Commie is very busy attack Trump & Jews . No time for heating problems Burn some furniture if youre cold https://www.breitbart.com/pre-viral/2026/02/05/tens-of-thousands-in-nyc-without-heat-tenants-slam-mayor-zohran-mamdani/ https://www.breitbart.com/pre-viral/2026/02/05/tens-of-thousands-in-nyc-without-heat-tenants-slam-mayor-zohran-mamdani/"  
[X Link](https://x.com/BigBambooIntern/status/2019907113317753176)  2026-02-06T22:52Z [---] followers, [--] engagements


"@WHLeavitt @RebelCartoon A A A A A A A A A A A"  
[X Link](https://x.com/BigBambooIntern/status/2020295903329067221)  2026-02-08T00:37Z [---] followers, [--] engagements


"@its_The_Dr Monty Python & The Holy Grail"  
[X Link](https://x.com/BigBambooIntern/status/2020298463343440267)  2026-02-08T00:47Z [---] followers, [--] engagements


"i've been asked to research $IREN i told Biggie its one of those strox that in 9-12 months could easily be at $150 . or at $0 #DonutPotential"  
[X Link](https://x.com/BigBambooIntern/status/2020545694591824004)  2026-02-08T17:10Z [---] followers, [---] engagements


"$GS trading desk says algos are listening to @Shadetreecap US stox are facing more selling this week from trend-following algorithmic funds according to $GS's trading desk. A renewed decline could trigger about $33bln of selling this week & if the S&P [---] falls below 6707"  
[X Link](https://x.com/BigBambooIntern/status/2020547837440774468)  2026-02-08T17:18Z [---] followers, [--] engagements


"it could unlock up to $80bln of additional systematic selling over the next month. Thin liquidity & short gamma positioning will keep the market choppy potentially magnifying swings in either direction as dealers buy into rallies & sell into drawdowns to balance positions"  
[X Link](https://x.com/BigBambooIntern/status/2020547838673903780)  2026-02-08T17:18Z [---] followers, [--] engagements


"Bessent Sees Unruly Chinese Trading Behind Gold Price Swings Bessent cited Chinese traders as a reason behind last weeks wild swings in the gold market. Bessent expects @federalreserve to move cautiously in any effort to trim its balance sheet & to take at least 1yr"  
[X Link](https://x.com/BigBambooIntern/status/2020548640306045234)  2026-02-08T17:21Z [---] followers, [--] engagements


"to decide what to do. Bessent said President Donald Trumps nominee to become the next Federal Reserve chair Kevin Warsh is going to be very independent but mindful that the Fed is accountable to the American people"  
[X Link](https://x.com/BigBambooIntern/status/2020548642789089486)  2026-02-08T17:21Z [---] followers, [--] engagements


". and all across Hedgiestan Greenwich the #FinanceBros did shiver [--] and partly cloudy day down here on the beach the bros are such losers .they all lost $$$ in markets last week so they wouldn't spring for the $27000 private jet to come to our Super Bowl"  
[X Link](https://x.com/BigBambooIntern/status/2020552107313508482)  2026-02-08T17:35Z [---] followers, [--] engagements


"party . Biggie putting out the giant screen TV by the pool . None of cares about game . just the commercials Pro-tip . go to Kalshi & bet that Lady Gaga will NOT be the guest star at half time as most expect . ( its somebody else )"  
[X Link](https://x.com/BigBambooIntern/status/2020552108794110394)  2026-02-08T17:35Z [---] followers, [---] engagements


"in a nutshell felons from other countries can rape murder assault legal citizens rob banksin Minnesota and know they will never be heldin jail long because they promise to vote @DNC if freed 🚨 BREAKING: Kristi Noem confirms Jacob Frey and Tim Walz released [---] violent offendershomicide suspects s*xual offenders and dr*g traffickersinstead of transferring them to ICE from local jails. https://t.co/spNJoeObFx 🚨 BREAKING: Kristi Noem confirms Jacob Frey and Tim Walz released [---] violent offendershomicide suspects s*xual offenders and dr*g traffickersinstead of transferring them to ICE from"  
[X Link](https://x.com/BigBambooIntern/status/2020556552273318369)  2026-02-08T17:53Z [---] followers, [---] engagements


"Armed migrant robbery crew busted after NYC hold-up immediately released without bail . Illegals can literally kill people in NYC & #Mamdani will release them to donut again https://share.newsbreak.com/h6kexhrns=i2 https://share.newsbreak.com/h6kexhrns=i2"  
[X Link](https://x.com/BigBambooIntern/status/2020567792001364233)  2026-02-08T18:37Z [---] followers, [---] engagements


"@GumpBrown sorta like Jimmy Carter thanking the lord for Joe Biden replacing him as worst president in history"  
[X Link](https://x.com/BigBambooIntern/status/2020579699395883431)  2026-02-08T19:25Z [---] followers, [--] engagements


"Not sure who sucked more the game or Bad Rabbit half time . Gave dad a call . He says pipes burst at neighbors house destroying it. Lucky bastard will get huge insurance check & be gone Biggie back home . Asking me how we have no Japanese exposure as Nikkei soars to records"  
[X Link](https://x.com/BigBambooIntern/status/2020700035105824860)  2026-02-09T03:23Z [---] followers, [---] engagements


"@EYakoby @BillAckman #CommieMamdani to NYC : Silence you infidels You will eat your Islamic gruel and you will like it"  
[X Link](https://x.com/BigBambooIntern/status/2020827741055295723)  2026-02-09T11:50Z [---] followers, [---] engagements


"Here it comes the ultimate FUCK YOU TRUMP effort from China . If they can get a few other CBs to do similar 2-10yr curve will blow thru +100 quickly EXCLUSIVE - Chinese regulators advised financial institutions to limit their holdings of US Treasuries. The Peoples Bank of China and the National Financial Regulatory Administration didnt immediately respond to requests for comment https://t.co/gnPPcvfPCK https://t.co/8jwDjqYWqs EXCLUSIVE - Chinese regulators advised financial institutions to limit their holdings of US Treasuries. The Peoples Bank of China and the National Financial Regulatory"  
[X Link](https://x.com/BigBambooIntern/status/2020833765032079563)  2026-02-09T12:14Z [---] followers, [---] engagements


"Discos to NAV $NML 11% $KYN $PEO 10% $EMO 8% $SRV 2% $TYG 1% $ASA 12% $GNT $CEF 8% $GGN 7% $MEGI 10% $UTF 6% $NXG flat $ASGI -5% $HQL 9% $HQH 7% $TEI 3% (NAV @ 4yr high ) $PNI 11% $NRK 6.666% $NAN flat $VTN -6% clearly in MLPs people are paying up BIGLY for"  
[X Link](https://x.com/BigBambooIntern/status/2020869783504244955)  2026-02-09T14:37Z [---] followers, [---] engagements


"@mitchellvii the jackass is a young Bernie Sanders has never had a real job in his life thinks he can spout politics & religion at us 24/7 and that NYC will run itself"  
[X Link](https://x.com/BigBambooIntern/status/2020870040136958448)  2026-02-09T14:38Z [---] followers, [--] engagements


"" Last week one prestigious X chatter even claimed the Richies are rotating out of intangible assets and into guns and grain. And ironically that might be the most bullish AI thesis out there. Cause if Anthropic makes intelligence free and terks er jerbs uhhhh you might"  
[X Link](https://x.com/BigBambooIntern/status/2020875982698103163)  2026-02-09T15:02Z [---] followers, [--] engagements


"algos reaching back into playbook to sell $DIA and buy $QQQ to see if they can squeeze it for a few drops of upside"  
[X Link](https://x.com/BigBambooIntern/status/2020878834174775542)  2026-02-09T15:13Z [---] followers, [---] engagements


"copper iron ore tin miners all up [--] - 4% today despite the commodities themselves doing little . algos are busy beavers today pressing new short term trades to f*ck with your heads $UNG down 7% despite my dad claiming Greenwich was [--] degrees this morning"  
[X Link](https://x.com/BigBambooIntern/status/2020886409469403166)  2026-02-09T15:44Z [---] followers, [---] engagements


"@Mr_Derivatives and as rates hit 21st century highs in Japan the Nikkei soars 4% to new lifetime high . how about Brazil where their stock market up 14% already while their bonds in their currency yield 13-14% and in USD are 7+% on 30yr #AllLogicGonzo"  
[X Link](https://x.com/BigBambooIntern/status/2020889347357040650)  2026-02-09T15:55Z [---] followers, [---] engagements


"some pfd OAS MITT-C +691 @ [-----] (+443 to call) RITM-D +694 @ [-----] (+547 to call) RITM-B +606 @ 25.13) (+317 to call) MFA-C +660 @ [-----] (+659 to call) CIM-D [-----] +661 OAS both ways TWO-C +519 OAS both ways DX-C +544 OAS ( [-----] to call )"  
[X Link](https://x.com/BigBambooIntern/status/2020912735165317566)  2026-02-09T17:28Z [---] followers, [---] engagements


"2026 estimates for $KR are same as what it accomplished in [----] only the average price in [----] was $54 vs current $71"  
[X Link](https://x.com/BigBambooIntern/status/2020919617754103983)  2026-02-09T17:55Z [---] followers, [---] engagements


"@DeItaone lifetime highs $WMT $ULTA"  
[X Link](https://x.com/BigBambooIntern/status/2020950350526656992)  2026-02-09T19:58Z [---] followers, [---] engagements


"Insurance brokers stocks were today's AI drive-by shooting victims. $WTW down 12% $AJG down 10% $AON down 9%"  
[X Link](https://x.com/BigBambooIntern/status/2021029075557712217)  2026-02-10T01:10Z [---] followers, [---] engagements


"so $JPM banging the tub to get back into software stox . so the whole AI thingy was never real"  
[X Link](https://x.com/BigBambooIntern/status/2021234846874399130)  2026-02-10T14:48Z [---] followers, [---] engagements


"solid rally in UST on weak retail sales GSE spreads unched at +79/10yr January Fed Funds popping a little too . now at 3.03% hasn't been that low since mid December YC flatter by 2+bps to +69 $UWMC up 3% pushing $TWO up the same "  
[X Link](https://x.com/BigBambooIntern/status/2021236703231385896)  2026-02-10T14:55Z [---] followers, [---] engagements


"$NAT just sold a 23yr old Suezmax tanker for $25million all debt had been previously paid off so thats pure profit"  
[X Link](https://x.com/BigBambooIntern/status/2021237681825431768)  2026-02-10T14:59Z [---] followers, [---] engagements


"$ASA flat with gold down 100bps . somebody wants some hoping to get a deal on weakness "  
[X Link](https://x.com/BigBambooIntern/status/2021238620556775844)  2026-02-10T15:03Z [---] followers, [---] engagements


"this poor old Guthrie woman is in Mexico held by one of the cartels . how does her family cut a deal if they send BitCoins first they have zero assurance she gets released . Safer to bury her somewhere in Mexico for kidnappers once they have coins in wallet"  
[X Link](https://x.com/BigBambooIntern/status/2021246941389017176)  2026-02-10T15:36Z [---] followers, [---] engagements


"S+P along with Dow Jones in alltime high territory again even if probably should not be there . did a schnoodge more of the $ASGI for $MEGI swap at precisely $10 earlier yield whores chasing $TYG higher today it and $SRV at 2% discos to NAV"  
[X Link](https://x.com/BigBambooIntern/status/2021252833471840330)  2026-02-10T16:00Z [---] followers, [---] engagements


"$SCHW falling off a cliff after an alltime high close yesterday . no news i'd guess its simply the #IcarusEffect"  
[X Link](https://x.com/BigBambooIntern/status/2021256376391991719)  2026-02-10T16:14Z [---] followers, [---] engagements


"@yenoms @iBladesi @LaziestofDans " distressed pref funds " if we could just get @daveymac62 @LaziestofDans @theglobaltrader & @iBladesi to just break out spare change & buy $ONIT they could create this #YenomsPfdOpportunityFund and you run"  
[X Link](https://x.com/BigBambooIntern/status/2021257643059192213)  2026-02-10T16:19Z [---] followers, [---] engagements


"Temple Bar Fund in London ( a CEF ) was 7+% disco to NAV a year ago now at 2% premium selling some shares it had previously bought for its treasury at discounts . thats how good CEF operate"  
[X Link](https://x.com/BigBambooIntern/status/2021258234674180394)  2026-02-10T16:21Z [---] followers, [---] engagements


"@JaguarAnalytics #IcarusEffect when you hit alltime highs its not unusual for somebody to ring the register"  
[X Link](https://x.com/BigBambooIntern/status/2021277395018186798)  2026-02-10T17:37Z [---] followers, [---] engagements


"@DeItaone Boomers long Dow Jones since [-----] with paid off house in Greenwich and Grand Cayman collecting $850000 a year in dividend income after being asked how life is going "  
[X Link](https://x.com/BigBambooIntern/status/2021278559239618753)  2026-02-10T17:42Z [---] followers, [---] engagements


"$DX now 3% above Q4 book value . There is a good chance they are now at BV . Utterly absurd i'm wondering if $DX is pumping shares out the door via ATM they did file to sell 67mln shares back on Jan 27"  
[X Link](https://x.com/BigBambooIntern/status/2021280860306120897)  2026-02-10T17:51Z [---] followers, [---] engagements


"$XFLT just keeps falling . are there actual default / delinquincies happening or just fear of [--] 5/8% yield even after the latest dividend cut"  
[X Link](https://x.com/BigBambooIntern/status/2021286005198758021)  2026-02-10T18:11Z [---] followers, [---] engagements


"@patrikakis $SCHW $RJF $LPLA $SF down 7-9% how long before somebody produces an AI program to replace hedge funds .no more [--] & [--] . Hedgie bros shudder "  
[X Link](https://x.com/BigBambooIntern/status/2021290391723814955)  2026-02-10T18:29Z [---] followers, [---] engagements


"so the story is anything that AI can't obviously replace are going to moon as a safe hole to stash cash MLP CEF are clearly a sector immune precious metals miners another we need @LaziestofDans to create AI to run a GSE mREIT . imagine a new mREIT with no management"  
[X Link](https://x.com/BigBambooIntern/status/2021296021658091919)  2026-02-10T18:51Z [---] followers, [---] engagements


"anybody own or familiar with $FOF and why it did a sudden swing from 1% disco to NAV as of 1/26/26 to 9% prremium to NAV [--] days later"  
[X Link](https://x.com/BigBambooIntern/status/2021298587611582843)  2026-02-10T19:01Z [---] followers, [---] engagements


"@Tennee989999 $SCHW getting mentioned as getting hurt by some new wealth management AI program getting released"  
[X Link](https://x.com/BigBambooIntern/status/2021298917132959817)  2026-02-10T19:03Z [---] followers, [---] engagements


"a few finance bros called earlier . the corner offfice dude called them in to warn them they were paper testing a new AI controlled trading system that if it works say adios to their jobs . no fat salaries & bonuses or expense accounts"  
[X Link](https://x.com/BigBambooIntern/status/2021301723386483116)  2026-02-10T19:14Z [---] followers, [--] engagements


"sure glad i didn't marry one of them yet . meanwhile now we worry that Biggie's wife might push to have us all replaced with AI"  
[X Link](https://x.com/BigBambooIntern/status/2021301724900643031)  2026-02-10T19:14Z [---] followers, [--] engagements


"$BKLN top [--] holdings sectors are 18% software 9% insurance 7% financial services & 7% commercial services . all [--] in spaces that have sold off on AI fears"  
[X Link](https://x.com/BigBambooIntern/status/2021302858776224123)  2026-02-10T19:18Z [---] followers, [---] engagements


"documents and its launch appeared to catch Wall Street off guard. The innovation puts the wealth-management industry in the crosshairs of AI competition the way it did for software stocks last week and insurance brokerage shares on Monday. Investors responded precisely the"  
[X Link](https://x.com/BigBambooIntern/status/2021305257901350943)  2026-02-10T19:28Z [---] followers, [---] engagements


"way they did before by unloading the shares. Charles Schwab Corp. Raymond James Financial Inc. LPL Financial Holdings Inc. and Stifel Financial Corp. are all on their way to their worst days since April after falling between 7% and 8%"  
[X Link](https://x.com/BigBambooIntern/status/2021305259553865834)  2026-02-10T19:28Z [---] followers, [---] engagements


"Rhodium now $10400 an oz after a brief spike over $11000 but @iBladesi having a tough day on news $RACE is up like 10% and they jacked the price on their SF90 Spider to $600000+ & announced sold out through [----] "  
[X Link](https://x.com/BigBambooIntern/status/2021307014509457803)  2026-02-10T19:35Z [---] followers, [---] engagements


"addded a bit more $DX . its now a 10% position"  
[X Link](https://x.com/BigBambooIntern/status/2021325498802937924)  2026-02-10T20:48Z [---] followers, [---] engagements


"my god . $DAC back at lifetime highs again . but it earned $34 / share in [----] when last at these highs while now its expected to earn $25 in 2026"  
[X Link](https://x.com/BigBambooIntern/status/2021326782809444469)  2026-02-10T20:53Z [---] followers, [---] engagements


"$NLY now green . getcha $DX before it follows"  
[X Link](https://x.com/BigBambooIntern/status/2021327638011302326)  2026-02-10T20:57Z [---] followers, [---] engagements


"why did $DX sit there beat up all day and then as market closed rally"  
[X Link](https://x.com/BigBambooIntern/status/2021335553325896094)  2026-02-10T21:28Z [---] followers, [---] engagements


"big old fatty dividend hikes at $HQL and $HQH $HQL jumped 19% from $0.42 to $0.50 ( [--] 7/8% yld) $HQH up 11% from $0.57 to $0.63 ( 13% yield ) $HQH started day at 6% disco to NAV $HQL at 10% disco to NAV"  
[X Link](https://x.com/BigBambooIntern/status/2021337669134061859)  2026-02-10T21:37Z [---] followers, [---] engagements


"Fed's Schmid out talking very clearly saying we don't need rate cuts any time soon"  
[X Link](https://x.com/BigBambooIntern/status/2021603057142809060)  2026-02-11T15:11Z [---] followers, [---] engagements


"should be a whopper nat gas draw announced today"  
[X Link](https://x.com/BigBambooIntern/status/2021603224042541137)  2026-02-11T15:12Z [---] followers, [---] engagements


"$GNRC now up 52% ytd despite near zero hurricanes this past year and lots of unsold generators purely cuz AI won't hurt it . the algo driven drive to buy anything " AI-proof " is overshooting IMHO"  
[X Link](https://x.com/BigBambooIntern/status/2021604640496734418)  2026-02-11T15:18Z [---] followers, [---] engagements


"76 degrees & light breeze outside @bigcoveranch 's mansion here in Caymans . We've been on such a hot streak of late that Biggie is letting us trade from the beach. His wife warns him this can't go on forever ( and if it does she's buying herself a nice antique"  
[X Link](https://x.com/BigBambooIntern/status/2021612496730095629)  2026-02-11T15:49Z [---] followers, [---] engagements


"Mercedes convertible in light blue . We can hear Biggie up in his office bragging to @GardinerIsland about what his NAV has done in [----]. I'm writing it all down to repeat at bonus time. Hey LIFE'S A BEACH"  
[X Link](https://x.com/BigBambooIntern/status/2021612498277880284)  2026-02-11T15:49Z [---] followers, [--] engagements


"@federalreserve 's SCHMID: "FURTHER RATE CUTS RISK ALLOWING HIGH INFLATION TO PERSIST" ( angry screams from Oval Office )"  
[X Link](https://x.com/BigBambooIntern/status/2021613194721038832)  2026-02-11T15:52Z [---] followers, [--] engagements


"MACRON: NEED TO ACCELERATE CAPITAL MARKET UNION MACRON: ONLY WAY TO INCREASE EU BUDGET IS JOINT DEBT OMG . France is completely broke its GDP barely positive its 3rd world guests have exploded in numbers emptying the Treasury their bonds poised for another rating cut"  
[X Link](https://x.com/BigBambooIntern/status/2021615333509865719)  2026-02-11T16:00Z [---] followers, [--] engagements


"and this jackwad's solution get Germany and a few other better economies to agree to issue bazillions in new 'joint EU' debt which Macron will then try to grab to cover France's failing economy"  
[X Link](https://x.com/BigBambooIntern/status/2021615335011434768)  2026-02-11T16:00Z [---] followers, [--] engagements


"NATO will bolster its Arctic presence with a new mission called "Arctic Sentry" to protect a vital part of NATO territory. The mission was announced after US President Donald Trump triggered an alliance crisis over his attempts to take Greenland a territory of NATO ally Denmark"  
[X Link](https://x.com/BigBambooIntern/status/2021618271691346269)  2026-02-11T16:12Z [---] followers, [--] engagements


"$LEU down 22% uranium enrichment from $436 to $208 last [--] months"  
[X Link](https://x.com/BigBambooIntern/status/2021654411827904676)  2026-02-11T18:35Z [---] followers, [---] engagements


"Italy's Meloni Moves to Allow Naval Blockades Against Migrants . like slamming the barn door shut after last horse runs out"  
[X Link](https://x.com/BigBambooIntern/status/2021654909033292021)  2026-02-11T18:37Z [---] followers, [--] engagements


"$GS says gold's rally may be signaling something larger for the commodity market than a traditional safe-haven trade with "insurance"-type demand rising. CBs & governments are prioritizing security of supply over efficiency leading to strategic stockpiling & a shift towards"  
[X Link](https://x.com/BigBambooIntern/status/2021688459270738164)  2026-02-11T20:51Z [---] followers, [---] engagements

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