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# ![@BollwerkAI Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1574320380029943813.png) @BollwerkAI BOLLWERK AI

BOLLWERK AI posts on X about ai, debt, market cap, cash flow the most. They currently have XXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.

### Engagements: XXX [#](/creator/twitter::1574320380029943813/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1574320380029943813/c:line/m:interactions.svg)

- X Week XXXXX -XX%
- X Month XXXXXX -XXXX%
- X Months XXXXXXX +586%
- X Year XXXXXXX +1,566%

### Mentions: XX [#](/creator/twitter::1574320380029943813/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1574320380029943813/c:line/m:posts_active.svg)

- X Week XX -XX%
- X Month XXX -XXXX%
- X Months XXX +410%
- X Year XXX +6,450%

### Followers: XXX [#](/creator/twitter::1574320380029943813/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1574320380029943813/c:line/m:followers.svg)

- X Week XXX +1.70%
- X Month XXX +13%
- X Months XXX +157%
- X Year XXX +77%

### CreatorRank: XXXXXXXXX [#](/creator/twitter::1574320380029943813/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1574320380029943813/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  XXXXX% [stocks](/list/stocks)  XXXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX% [currencies](/list/currencies)  XXXX% [social networks](/list/social-networks)  XXXX% [technology brands](/list/technology-brands)  XXXX% [travel destinations](/list/travel-destinations)  XXXX% [fashion brands](/list/fashion-brands)  XXXX%

**Social topic influence**
[ai](/topic/ai) 17.54%, [debt](/topic/debt) 8.77%, [market cap](/topic/market-cap) #1389, [cash flow](/topic/cash-flow) #524, [flow](/topic/flow) 5.26%, [$500m](/topic/$500m) #82, [dividend](/topic/dividend) 3.51%, [acquisition](/topic/acquisition) #1376, [level](/topic/level) 3.51%, [$avg](/topic/$avg) XXXX%

**Top accounts mentioned or mentioned by**
[@ibkr](/creator/undefined) [@nico18033](/creator/undefined) [@jeuasommenulle](/creator/undefined) [@researchgrizzly](/creator/undefined) [@mikealfred](/creator/undefined) [@realjimchanos](/creator/undefined) [@pennycheck](/creator/undefined) [@bearcaveemail](/creator/undefined) [@stockjabber](/creator/undefined)

**Top assets mentioned**
[Avocado DAO Token (AVG)](/topic/$avg) [OUTFRONT Media Inc. (OUT)](/topic/$out) [O-I Glass, Inc. (OI)](/topic/$oi) [Waystar Holding Corp. Common Stock (WAY)](/topic/$way) [Group X Automotive, Inc. (GPI)](/topic/$gpi) [Shinhan Financial Group Co Ltd (SHG)](/topic/$shg) [Airbloc (ABL)](/topic/$abl) [uPlexa (UPX)](/topic/$upx) [Ecopetrol S.A (EC)](/topic/$ec) [Baker Hughes Co (BKR)](/topic/$bkr) [Strive, Inc. (ASST)](/topic/strive-inc) [Semler Scientific, Inc. (SMLR)](/topic/$smlr) [Centric Swap (CNS)](/topic/$cns) [Kosmos Energy Ltd. (KOS)](/topic/$kos) [Freedom Holding Corp. (FRHC)](/topic/$frhc) [Intuitive Machines, Inc. (LUNR)](/topic/intuitive-machines) [Sportradar Group AG Class A Ordinary Shares (SRAD)](/topic/$srad) [Ares Capital, Corp. (ARCC)](/topic/$arcc) [IREN Limited (IREN)](/topic/iren-limited) [Victoria's Secret & Co. (VSCO)](/topic/$vsco)
### Top Social Posts
Top posts by engagements in the last XX hours

"OUTFRONT Media $OUT: $XXX billion credit agreement refinancing $500M revolving credit $500M term loan 2030/2032 maturities debt repayment general corporate purposes senior secured asset liens dividend restrictions 4.5:1.0 leverage ratio"  
[X Link](https://x.com/BollwerkAI/status/1971157162794811834)  2025-09-25T10:17Z XXX followers, XXX engagements


"@Nico18033 @jeuasommenulle You are looking at the exquisite Worldline S.A. $WLN.PA XX% 25/30 bond ISIN FR0014010A08 currently yielding 12%+"  
[X Link](https://x.com/BollwerkAI/status/1973317393146634348)  2025-10-01T09:21Z XXX followers, XXX engagements


"O-I Glass $OI subsidiary enters $2.7B credit agreement with Wells Fargo refinancing 2022 facility. Deal includes term loans A/B and revolver maturing 2030-2032 with springing maturity provisions tied to senior notes. Pricing ranges 1.00%-1.75% over SOFR for term A/revolver fixed XXXX% for term B. Agreement includes secured leverage ratio covenant and standard restrictions on liens investments and asset sales"  
[X Link](https://x.com/BollwerkAI/status/1973343740682014999)  2025-10-01T11:06Z XXX followers, XXX engagements


"Waystar $WAY completes acquisition of Iodine Software for $1.08B ($459M cash + 16.6M shares at $37.31). Deal funded with $250M incremental term loan and expanded revolver (now $500M vs $400M). Advent-backed transaction adds Lauren Young to board as Class II director. Waystar refinanced at lower rates: SOFR+1.50% down from XXXX% on revolver"  
[X Link](https://x.com/BollwerkAI/status/1973372526760690017)  2025-10-01T13:00Z XXX followers, XXX engagements


"Group X Automotive $GPI recorded a $XXXXX million non-cash impairment charge for goodwill franchise rights and fixed assets related to its U.K. reporting unit. The company is restructuring its U.K. operations which includes the intention to sell or relinquish its JLR franchises and incurring $XXXX million in restructuring charges year-to-date"  
[X Link](https://x.com/BollwerkAI/status/1983125251094430196)  2025-10-28T10:54Z XXX followers, XXX engagements


"WhiteFiber $WYFI: Began the process of winding down a customer arrangement that represents approximately $XX million of its annualized cloud run rate"  
[X Link](https://x.com/BollwerkAI/status/1989105782936465566)  2025-11-13T22:59Z XXX followers, 4417 engagements


"Sonova Holding $SOON.SW (Market Cap $12.5B): Reported sales profit and earnings per share declined due to significant currency headwinds while operating free cash flow fell XXXX% and net debt increased"  
[X Link](https://x.com/BollwerkAI/status/1989272460303434236)  2025-11-14T10:01Z XXX followers, XXX engagements


"Shinhan Financial Group $SHG (Market cap $26.8b): Consolidated non-performing and substandard loan ratios have increased while the substandard and below coverage ratio has declined from XXXXX% to XXXXX% since year-end 2023. Several subsidiaries report extremely high substandard loan ratios with low coverage including Shinhan Asset Trust at XXXXX% and certain large non-performing loans have zero loan loss allowance"  
[X Link](https://x.com/BollwerkAI/status/1989317475465416737)  2025-11-14T13:00Z XXX followers, XXX engagements


"Fortress Biotech's $FBIO Menkes disease drug CUTX-101 hit a regulatory snag as FDA rejected the application due to manufacturing issues at the production facility not concerns about the drug itself. Partner Sentynl will fix the problems and resubmit. If approved Fortress could receive up to $XXX million in milestone payments plus royalties"  
[X Link](https://x.com/BollwerkAI/status/1973372139500716385)  2025-10-01T12:59Z XXX followers, 2136 engagements


"Lloyds Banking Group $LYG.UK $LYG.LSE: Lloyds Banking Group revised its 2025 guidance following an XXX million charge in the third quarter for potential motor finance commission arrangements. The Group now expects a return on tangible equity of c.12% and capital generation of c.145 basis points for the year. This additional charge brings the total provision for the motor finance issue to XXXX billion"  
[X Link](https://x.com/BollwerkAI/status/1981330155474747468)  2025-10-23T12:01Z XXX followers, XXX engagements


"Abacus Global Management $ABL: Frequent and material related-party transactions including the acquisition of a company from executives and significant revenue from sales of life settlement policies to managed funds. The valuation of these policies the company's largest asset relies on subjective Level X inputs specifically a discounted cash flow model using historical realized gains from transactions that include these related-party sales. A notable anomaly includes recognizing a large non-cash fee on a loan to an entity that quickly defaulted and was then acquired by forgiving the same note"  
[X Link](https://x.com/BollwerkAI/status/1987611657200357754)  2025-11-09T20:02Z XXX followers, XXX engagements


"HelloFresh SE $HFG.DE now acknowledging the @ResearchGrizzly short report and rejecting its main claims. Make up your own mind: One thing to keep in mind: Thomas Griesel a founder and member of the management board has decided to leave the board at the end of April 2026"  
[X Link](https://x.com/BollwerkAI/status/1987941160795439475)  2025-11-10T17:51Z XXX followers, XXX engagements


"Anew Health $AVG with an amended F-1 filing today; here is a recent list of where WWC P.C. is auditor: $UHP $LHI $XZ $UPX $DXST $DBIM $THH $AFA $NCL Full list at"  
[X Link](https://x.com/BollwerkAI/status/1993371580517196023)  2025-11-25T17:29Z XXX followers, XXX engagements


"Anew Health $AVG is the typical $X garbage company; here is our most recent red flag from Nov: A large unsecured interest-free loan to the CEO was partially settled by a US$10.7 million dividend declared to the controlling shareholder an entity owned by the CEO and his spouse. Net income decreased XX% year-over-year driven by increased management compensation that included a US$1.28 million one-off discretionary bonus. The company has a working capital deficit of approximately US$7.8 million and its independent auditor has expressed substantial doubt about its ability to continue as a going"  
[X Link](https://x.com/BollwerkAI/status/1993371899540144537)  2025-11-25T17:31Z XXX followers, XX engagements


"Ecopetrol S.A. $EC: Guillermo Garca Realpe will resign from his position as Independent Director for personal reasons with the resignation becoming effective on December XX 2025"  
[X Link](https://x.com/BollwerkAI/status/1994375813475475887)  2025-11-28T12:00Z XXX followers, XXX engagements


"Covestro AG $1COV.DE $1COV: Reduced its full-year 2025 forecast citing a continuously weak global economy with no signs of a short-term recovery. The company now expects EBITDA between EUR XXX million and EUR 1100 million down from a previous range of EUR 1000 million to EUR 1400 million. The outlook for free operating cash flow was also lowered to between EUR -XXX million and EUR +100 million"  
[X Link](https://x.com/BollwerkAI/status/1943637835224879199)  2025-07-11T11:45Z XXX followers, 4278 engagements


"Baker Hughes $BKR reports Q3 2025 results: Revenue $7B (+1% YoY) adjusted EPS $XXXX vs $XXXX year ago. Orders surge XX% to $8.2B driven by record $32.1B IET backlog. FCF $699M. CEO Simonelli says company is "in the strongest position since the merger" as it closes Horizon One targets. Raises FY order outlook. $BKR"  
[X Link](https://x.com/BollwerkAI/status/1981473033224118364)  2025-10-23T21:29Z XXX followers, XXX engagements


"Strive Inc $ASST files multiple 425s to disclose that several executives reposted a tweet by @mikealfred in connection with Strive's proposed business combination with Semler Scientific $SMLR"  
[X Link](https://x.com/BollwerkAI/status/1982763869123891389)  2025-10-27T10:58Z XXX followers, 3100 engagements


"COHEN & STEERS $CNS: Significant related-party transactions with substantial revenue derived from company-sponsored funds and amended repayment terms on a large receivable from an affiliated REIT. Company values assets such as limited partnership interests using unobservable Level X inputs and consolidates Variable Interest Entities (VIEs). For the nine-month period positive net income of $XXXXX million contrasts with negative operating cash flow of ($121.5 million) primarily due to a $XXXXX million cash outflow for investments in consolidated funds. Additional complex activities include the"  
[X Link](https://x.com/BollwerkAI/status/1984307041490370717)  2025-10-31T17:10Z XXX followers, XXX engagements


"Kosmos Energy $KOS (Market cap $750M): The Company generated a net loss of $XXX million for the third quarter of 2025. The Company generated an adjusted net loss of $XX million for the third quarter of 2025. For the nine months ended September XX 2025 the Company generated a net loss of $XXXXX million. Net cash used in operating activities was approximately $XX million for the quarter. Free cash flow was approximately negative $XX million for the quarter. Net debt was approximately $XXX billion as of September XX 2025. The Company entered into a senior secured term loan facility for up to"  
[X Link](https://x.com/BollwerkAI/status/1985316383119314972)  2025-11-03T12:01Z XXX followers, 1168 engagements


"@RealJimChanos Not the only interesting thing released by $FRHC today"  
[X Link](https://x.com/BollwerkAI/status/1986912255946957203)  2025-11-07T21:42Z XXX followers, XXX engagements


"Zenas BioPharma $ZBIO discloses going concern warning and customer concentration: Zai Lab (Hong Kong) Limited accounted for XXX% of the company's $XXXX million in revenue for the nine months ended September XX 2025. This revenue consisted of a one-time upfront payment from a license agreement. The company recognized no revenue during the same period in 2024"  
[X Link](https://x.com/BollwerkAI/status/1988653660424044584)  2025-11-12T17:02Z XXX followers, XXX engagements


"Intuitive Machines $LUNR: Super high short interest; @pennycheck says dumb to short. Frequent recurring transactions with a web of related parties connected to the company's chairman including entities that are both customers and suppliers. The company utilizes a complex capital structure involving multiple classes of common stock preferred stock convertible debt and numerous series of warrants some of which are liability-classified and subject to fair value adjustments. One major customer accounted for XX% and XX% of total revenue for the three and nine months ended September XX 2025"  
[X Link](https://x.com/BollwerkAI/status/1989108323396829541)  2025-11-13T23:09Z XXX followers, 1292 engagements


"Bear Cave (@BearCaveEmail) from Edwin Dorsey (@StockJabber) publishes on Sportradar Group AG $SRAD"  
[X Link](https://x.com/BollwerkAI/status/1991533218752000090)  2025-11-20T15:44Z XXX followers, XXX engagements


"Bloomberg recently published a piece on BDC-issued debt. What is the market view in the coming months"  
[X Link](https://x.com/BollwerkAI/status/1992864292769812623)  2025-11-24T07:54Z XXX followers, XX engagements


"So far BDC-issued debt has been relatively strong. Ares Capital $ARCC bonds expiring in 2027 are trading significantly below (4.5%) coupon rate (7%). The picture is slightly different for longer-dated debt where the latest YTM (5.6%) is now significantly higher than coupon rate (3.2%)"  
[X Link](https://x.com/BollwerkAI/status/1992865692454989927)  2025-11-24T07:59Z XXX followers, XX engagements


"IREN Limited $IREN has replaced its auditor dismissing Raymond Chabot Grant Thornton LLP after XXX years and appointing KPMG as its new independent accounting firm effective Nov XX 2025"  
[X Link](https://x.com/BollwerkAI/status/1994378690697052399)  2025-11-28T12:11Z XXX followers, 6687 engagements


"Victoria's Secret & Co $VSCO: A security incident in the second quarter of 2025 caused a website closure and resulted in an approximately $XX million negative impact on year-to-date direct net sales. The company reported a third-quarter 2025 operating loss of $XX million and a net loss of $XX million. A year-to-date net loss of $XXXX million was attributable to Victoria's Secret & Co. Adjusted net loss for the third quarter of 2025 was $XX million. Year-to-date pre-tax charges of $XXXX million were recognized for activities to continue restructuring the executive leadership team and"  
[X Link](https://x.com/BollwerkAI/status/1996916295791464870)  2025-12-05T12:15Z XXX 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.]

@BollwerkAI Avatar @BollwerkAI BOLLWERK AI

BOLLWERK AI posts on X about ai, debt, market cap, cash flow the most. They currently have XXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.

Engagements: XXX #

Engagements Line Chart

  • X Week XXXXX -XX%
  • X Month XXXXXX -XXXX%
  • X Months XXXXXXX +586%
  • X Year XXXXXXX +1,566%

Mentions: XX #

Mentions Line Chart

  • X Week XX -XX%
  • X Month XXX -XXXX%
  • X Months XXX +410%
  • X Year XXX +6,450%

Followers: XXX #

Followers Line Chart

  • X Week XXX +1.70%
  • X Month XXX +13%
  • X Months XXX +157%
  • X Year XXX +77%

CreatorRank: XXXXXXXXX #

CreatorRank Line Chart

Social Influence

Social category influence finance XXXXX% stocks XXXXX% cryptocurrencies XXXX% currencies XXXX% social networks XXXX% technology brands XXXX% travel destinations XXXX% fashion brands XXXX%

Social topic influence ai 17.54%, debt 8.77%, market cap #1389, cash flow #524, flow 5.26%, $500m #82, dividend 3.51%, acquisition #1376, level 3.51%, $avg XXXX%

Top accounts mentioned or mentioned by @ibkr @nico18033 @jeuasommenulle @researchgrizzly @mikealfred @realjimchanos @pennycheck @bearcaveemail @stockjabber

Top assets mentioned Avocado DAO Token (AVG) OUTFRONT Media Inc. (OUT) O-I Glass, Inc. (OI) Waystar Holding Corp. Common Stock (WAY) Group X Automotive, Inc. (GPI) Shinhan Financial Group Co Ltd (SHG) Airbloc (ABL) uPlexa (UPX) Ecopetrol S.A (EC) Baker Hughes Co (BKR) Strive, Inc. (ASST) Semler Scientific, Inc. (SMLR) Centric Swap (CNS) Kosmos Energy Ltd. (KOS) Freedom Holding Corp. (FRHC) Intuitive Machines, Inc. (LUNR) Sportradar Group AG Class A Ordinary Shares (SRAD) Ares Capital, Corp. (ARCC) IREN Limited (IREN) Victoria's Secret & Co. (VSCO)

Top Social Posts

Top posts by engagements in the last XX hours

"OUTFRONT Media $OUT: $XXX billion credit agreement refinancing $500M revolving credit $500M term loan 2030/2032 maturities debt repayment general corporate purposes senior secured asset liens dividend restrictions 4.5:1.0 leverage ratio"
X Link 2025-09-25T10:17Z XXX followers, XXX engagements

"@Nico18033 @jeuasommenulle You are looking at the exquisite Worldline S.A. $WLN.PA XX% 25/30 bond ISIN FR0014010A08 currently yielding 12%+"
X Link 2025-10-01T09:21Z XXX followers, XXX engagements

"O-I Glass $OI subsidiary enters $2.7B credit agreement with Wells Fargo refinancing 2022 facility. Deal includes term loans A/B and revolver maturing 2030-2032 with springing maturity provisions tied to senior notes. Pricing ranges 1.00%-1.75% over SOFR for term A/revolver fixed XXXX% for term B. Agreement includes secured leverage ratio covenant and standard restrictions on liens investments and asset sales"
X Link 2025-10-01T11:06Z XXX followers, XXX engagements

"Waystar $WAY completes acquisition of Iodine Software for $1.08B ($459M cash + 16.6M shares at $37.31). Deal funded with $250M incremental term loan and expanded revolver (now $500M vs $400M). Advent-backed transaction adds Lauren Young to board as Class II director. Waystar refinanced at lower rates: SOFR+1.50% down from XXXX% on revolver"
X Link 2025-10-01T13:00Z XXX followers, XXX engagements

"Group X Automotive $GPI recorded a $XXXXX million non-cash impairment charge for goodwill franchise rights and fixed assets related to its U.K. reporting unit. The company is restructuring its U.K. operations which includes the intention to sell or relinquish its JLR franchises and incurring $XXXX million in restructuring charges year-to-date"
X Link 2025-10-28T10:54Z XXX followers, XXX engagements

"WhiteFiber $WYFI: Began the process of winding down a customer arrangement that represents approximately $XX million of its annualized cloud run rate"
X Link 2025-11-13T22:59Z XXX followers, 4417 engagements

"Sonova Holding $SOON.SW (Market Cap $12.5B): Reported sales profit and earnings per share declined due to significant currency headwinds while operating free cash flow fell XXXX% and net debt increased"
X Link 2025-11-14T10:01Z XXX followers, XXX engagements

"Shinhan Financial Group $SHG (Market cap $26.8b): Consolidated non-performing and substandard loan ratios have increased while the substandard and below coverage ratio has declined from XXXXX% to XXXXX% since year-end 2023. Several subsidiaries report extremely high substandard loan ratios with low coverage including Shinhan Asset Trust at XXXXX% and certain large non-performing loans have zero loan loss allowance"
X Link 2025-11-14T13:00Z XXX followers, XXX engagements

"Fortress Biotech's $FBIO Menkes disease drug CUTX-101 hit a regulatory snag as FDA rejected the application due to manufacturing issues at the production facility not concerns about the drug itself. Partner Sentynl will fix the problems and resubmit. If approved Fortress could receive up to $XXX million in milestone payments plus royalties"
X Link 2025-10-01T12:59Z XXX followers, 2136 engagements

"Lloyds Banking Group $LYG.UK $LYG.LSE: Lloyds Banking Group revised its 2025 guidance following an XXX million charge in the third quarter for potential motor finance commission arrangements. The Group now expects a return on tangible equity of c.12% and capital generation of c.145 basis points for the year. This additional charge brings the total provision for the motor finance issue to XXXX billion"
X Link 2025-10-23T12:01Z XXX followers, XXX engagements

"Abacus Global Management $ABL: Frequent and material related-party transactions including the acquisition of a company from executives and significant revenue from sales of life settlement policies to managed funds. The valuation of these policies the company's largest asset relies on subjective Level X inputs specifically a discounted cash flow model using historical realized gains from transactions that include these related-party sales. A notable anomaly includes recognizing a large non-cash fee on a loan to an entity that quickly defaulted and was then acquired by forgiving the same note"
X Link 2025-11-09T20:02Z XXX followers, XXX engagements

"HelloFresh SE $HFG.DE now acknowledging the @ResearchGrizzly short report and rejecting its main claims. Make up your own mind: One thing to keep in mind: Thomas Griesel a founder and member of the management board has decided to leave the board at the end of April 2026"
X Link 2025-11-10T17:51Z XXX followers, XXX engagements

"Anew Health $AVG with an amended F-1 filing today; here is a recent list of where WWC P.C. is auditor: $UHP $LHI $XZ $UPX $DXST $DBIM $THH $AFA $NCL Full list at"
X Link 2025-11-25T17:29Z XXX followers, XXX engagements

"Anew Health $AVG is the typical $X garbage company; here is our most recent red flag from Nov: A large unsecured interest-free loan to the CEO was partially settled by a US$10.7 million dividend declared to the controlling shareholder an entity owned by the CEO and his spouse. Net income decreased XX% year-over-year driven by increased management compensation that included a US$1.28 million one-off discretionary bonus. The company has a working capital deficit of approximately US$7.8 million and its independent auditor has expressed substantial doubt about its ability to continue as a going"
X Link 2025-11-25T17:31Z XXX followers, XX engagements

"Ecopetrol S.A. $EC: Guillermo Garca Realpe will resign from his position as Independent Director for personal reasons with the resignation becoming effective on December XX 2025"
X Link 2025-11-28T12:00Z XXX followers, XXX engagements

"Covestro AG $1COV.DE $1COV: Reduced its full-year 2025 forecast citing a continuously weak global economy with no signs of a short-term recovery. The company now expects EBITDA between EUR XXX million and EUR 1100 million down from a previous range of EUR 1000 million to EUR 1400 million. The outlook for free operating cash flow was also lowered to between EUR -XXX million and EUR +100 million"
X Link 2025-07-11T11:45Z XXX followers, 4278 engagements

"Baker Hughes $BKR reports Q3 2025 results: Revenue $7B (+1% YoY) adjusted EPS $XXXX vs $XXXX year ago. Orders surge XX% to $8.2B driven by record $32.1B IET backlog. FCF $699M. CEO Simonelli says company is "in the strongest position since the merger" as it closes Horizon One targets. Raises FY order outlook. $BKR"
X Link 2025-10-23T21:29Z XXX followers, XXX engagements

"Strive Inc $ASST files multiple 425s to disclose that several executives reposted a tweet by @mikealfred in connection with Strive's proposed business combination with Semler Scientific $SMLR"
X Link 2025-10-27T10:58Z XXX followers, 3100 engagements

"COHEN & STEERS $CNS: Significant related-party transactions with substantial revenue derived from company-sponsored funds and amended repayment terms on a large receivable from an affiliated REIT. Company values assets such as limited partnership interests using unobservable Level X inputs and consolidates Variable Interest Entities (VIEs). For the nine-month period positive net income of $XXXXX million contrasts with negative operating cash flow of ($121.5 million) primarily due to a $XXXXX million cash outflow for investments in consolidated funds. Additional complex activities include the"
X Link 2025-10-31T17:10Z XXX followers, XXX engagements

"Kosmos Energy $KOS (Market cap $750M): The Company generated a net loss of $XXX million for the third quarter of 2025. The Company generated an adjusted net loss of $XX million for the third quarter of 2025. For the nine months ended September XX 2025 the Company generated a net loss of $XXXXX million. Net cash used in operating activities was approximately $XX million for the quarter. Free cash flow was approximately negative $XX million for the quarter. Net debt was approximately $XXX billion as of September XX 2025. The Company entered into a senior secured term loan facility for up to"
X Link 2025-11-03T12:01Z XXX followers, 1168 engagements

"@RealJimChanos Not the only interesting thing released by $FRHC today"
X Link 2025-11-07T21:42Z XXX followers, XXX engagements

"Zenas BioPharma $ZBIO discloses going concern warning and customer concentration: Zai Lab (Hong Kong) Limited accounted for XXX% of the company's $XXXX million in revenue for the nine months ended September XX 2025. This revenue consisted of a one-time upfront payment from a license agreement. The company recognized no revenue during the same period in 2024"
X Link 2025-11-12T17:02Z XXX followers, XXX engagements

"Intuitive Machines $LUNR: Super high short interest; @pennycheck says dumb to short. Frequent recurring transactions with a web of related parties connected to the company's chairman including entities that are both customers and suppliers. The company utilizes a complex capital structure involving multiple classes of common stock preferred stock convertible debt and numerous series of warrants some of which are liability-classified and subject to fair value adjustments. One major customer accounted for XX% and XX% of total revenue for the three and nine months ended September XX 2025"
X Link 2025-11-13T23:09Z XXX followers, 1292 engagements

"Bear Cave (@BearCaveEmail) from Edwin Dorsey (@StockJabber) publishes on Sportradar Group AG $SRAD"
X Link 2025-11-20T15:44Z XXX followers, XXX engagements

"Bloomberg recently published a piece on BDC-issued debt. What is the market view in the coming months"
X Link 2025-11-24T07:54Z XXX followers, XX engagements

"So far BDC-issued debt has been relatively strong. Ares Capital $ARCC bonds expiring in 2027 are trading significantly below (4.5%) coupon rate (7%). The picture is slightly different for longer-dated debt where the latest YTM (5.6%) is now significantly higher than coupon rate (3.2%)"
X Link 2025-11-24T07:59Z XXX followers, XX engagements

"IREN Limited $IREN has replaced its auditor dismissing Raymond Chabot Grant Thornton LLP after XXX years and appointing KPMG as its new independent accounting firm effective Nov XX 2025"
X Link 2025-11-28T12:11Z XXX followers, 6687 engagements

"Victoria's Secret & Co $VSCO: A security incident in the second quarter of 2025 caused a website closure and resulted in an approximately $XX million negative impact on year-to-date direct net sales. The company reported a third-quarter 2025 operating loss of $XX million and a net loss of $XX million. A year-to-date net loss of $XXXX million was attributable to Victoria's Secret & Co. Adjusted net loss for the third quarter of 2025 was $XX million. Year-to-date pre-tax charges of $XXXX million were recognized for activities to continue restructuring the executive leadership team and"
X Link 2025-12-05T12:15Z XXX followers, XXX engagements

creator/x::BollwerkAI
/creator/x::BollwerkAI