[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.] #  @MrMojoRisinX Mojo Mojo posts on X about $wbd, business, $nflx, $cflt the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::1259825694001020929/interactions)  - X Week XXXXXX +150% - X Month XXXXXXX +84% - X Months XXXXXXXXX +7,320% ### Mentions: XX [#](/creator/twitter::1259825694001020929/posts_active)  - X Week XX -XXXX% - X Month XXX +33% - X Months XXX +283% ### Followers: XXXXX [#](/creator/twitter::1259825694001020929/followers)  - X Week XXXXX +1.20% - X Month XXXXX +40% - X Months XXXXX +4,171% ### CreatorRank: XXXXXXX [#](/creator/twitter::1259825694001020929/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) XX% [cryptocurrencies](/list/cryptocurrencies) XXXX% [finance](/list/finance) XX% [automotive brands](/list/automotive-brands) X% [technology brands](/list/technology-brands) X% [countries](/list/countries) XXX% [travel destinations](/list/travel-destinations) XXX% [social networks](/list/social-networks) XXX% **Social topic influence** [$wbd](/topic/$wbd) 7.5%, [business](/topic/business) 7.5%, [$nflx](/topic/$nflx) #302, [$cflt](/topic/$cflt) 5%, [$aiv](/topic/$aiv) 5%, [if you](/topic/if-you) 5%, [abcs of](/topic/abcs-of) 5%, [just a](/topic/just-a) 5%, [all in](/topic/all-in) 5%, [$msos](/topic/$msos) #63 **Top accounts mentioned or mentioned by** [@julianklymochko](/creator/undefined) [@boxlongs](/creator/undefined) [@erictheumpire](/creator/undefined) [@bewaterltd](/creator/undefined) [@jaredkubin](/creator/undefined) [@paulomacro](/creator/undefined) [@michaeljburry](/creator/undefined) [@fortune](/creator/undefined) [@bloomberg](/creator/undefined) [@cgasparino](/creator/undefined) [@biohazard3737](/creator/undefined) [@jedicapper](/creator/undefined) [@aureliusvalue](/creator/undefined) [@yummycenturyegg](/creator/undefined) [@billythekid59](/creator/undefined) [@inglouriouscap](/creator/undefined) [@gavinsbaker](/creator/undefined) [@acapitallp](/creator/undefined) [@rizzcapital_](/creator/undefined) [@nickalobeultra](/creator/undefined) **Top assets mentioned** [Warner Bros Discovery, Inc. (WBD)](/topic/$wbd) [Netflix Inc (NFLX)](/topic/$nflx) [Confluent, Inc. Class A Common Stock (CFLT)](/topic/$cflt) [Apartment Investment and Management Company (AIV)](/topic/$aiv) [ALEX Lab (ALEX)](/topic/$alex) [Blackstone, Inc. (BX)](/topic/$bx) [Paramount Skydance Corporation Class B Common Stock (PSKY)](/topic/$psky) [Strategy (MSTR)](/topic/$mstr) [Verox (VRX)](/topic/$vrx) [Tesla, Inc. (TSLA)](/topic/$tsla) [Comcast Corporation (CMCSA)](/topic/$cmcsa) [General Electric Company (GE)](/topic/$ge) [iShares BTC Trust (IBIT)](/topic/$ibit) [Berkshire Hathaway Inc. (BRK.A)](/topic/berkshire-hathaway) [Berkshire Hathaway Inc Class B (BRK.B)](/topic/$brkb) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Welltower Inc (WELL)](/topic/welltower) [WELL3 (WELL)](/topic/$well) [Acadia Healthcare Company, Inc. (ACHC)](/topic/$achc) [Ciena Corporation (CIEN)](/topic/$cien) [Oracle Corporation (ORCL)](/topic/$orcl) [BILL THE BEAR (BILL)](/topic/$bill) [Tokemak (TOKE)](/topic/$toke) [88mph (MPH)](/topic/88mph) [DigitalBridge Group, Inc. (DBRG)](/topic/$dbrg) [DisChain (DIS)](/topic/$dis) [Loaded Lions (LION)](/topic/$lion) ### Top Social Posts Top posts by engagements in the last XX hours "Event Volatility trading path re $NFLX $WBD $PSKY (I put X trades on based on this path on Friday) Do you see it From GS: Much of the WBD reporting overnight focused on PSKY's financing: 1/ Semafor reported that the $24bn in equity financing (30%) fronted by certain sovereign wealth funds "were fuzzy enough to give Warner's board one more reason to got with Netflix" and 2/ Bloomberg highlighted the presence of an "Abu Dhabi group that few even in the region have heard of: L'imad Holding Co". Where does this go from here 1/ Monday December 22nd - Deadline for WBD's Board to reaffirm its" [X Link](https://x.com/MrMojoRisinX/status/1998373496104100108) 2025-12-09T12:45Z 7690 followers, 3839 engagements "@EricTheUmpire Interesting trade Ump I have been curiously looking at trades here as well. Q: Why put on a trade with no skew in the spread for net X vs buying the XXX outright and spend the same $ I am sure there is some technical jargon/gap fill opportunity that I am missing" [X Link](https://x.com/MrMojoRisinX/status/1998409789731450962) 2025-12-09T15:09Z 7687 followers, XXX engagements "$CFLT: A Lesson in The Dark Arts RepostEnjoy" [X Link](https://x.com/MrMojoRisinX/status/1975891755133534626) 2025-10-08T11:51Z 7658 followers, 7312 engagements "Basically if you didn't put your $AIV common shares on swap prior to the special dividend the only after-tax real pay day is for the c-suite and board of directors" [X Link](https://x.com/MrMojoRisinX/status/1988018705075167629) 2025-11-10T22:59Z 7667 followers, 2013 engagements "The ABCs of 12D Chess For 13Fs 13Fs are like bikinis. What they reveal is suggestive but what they conceal is vital" [X Link](https://x.com/MrMojoRisinX/status/1989877996338205043) 2025-11-16T02:07Z 7660 followers, 5519 engagements "Overlay the old $VRX Pearson chart with $MSTR Saylor Different movie same ending. May I meet you" [X Link](https://x.com/MrMojoRisinX/status/1991220959634944464) 2025-11-19T19:04Z 7687 followers, 2929 engagements "Hi Michael I think we can be of service. From Mojo: The ABCs of 12D Chess For 13Fs $TSLA @michaeljburry" [X Link](https://x.com/MrMojoRisinX/status/1995872304585474169) 2025-12-02T15:06Z 7685 followers, 3981 engagements "If you want to understand the role incentive structure and even regulatory constraints $CMCSA plays in the $WBD competitive bidding situation just a little better (whether they prevail or not) go and track down the Paulson LP letter(s) during the NBCu / General Electric transaction Think @CGasparino was covering that deal back in the day as well Cheers" [X Link](https://x.com/MrMojoRisinX/status/1996036661839307009) 2025-12-03T01:59Z 7683 followers, 2988 engagements "Andy will never read this but its all in lights" [X Link](https://x.com/MrMojoRisinX/status/1996195176675754319) 2025-12-03T12:29Z 7685 followers, 58.2K engagements "The conglomerate simplification of The Berkshire Hathaway system $BRK.B $BRK.A There are no material operational synergies and the business units are already decentralized. The old man is the originator and enforcer of the company's cultural "synergy" The shark repellant governance trust structure allow WB to rule from the grave" [X Link](https://x.com/MrMojoRisinX/status/1996287387349987337) 2025-12-03T18:36Z 7674 followers, 5382 engagements "@JulianKlymochko Wait are you saying $ or % % largest Google Mot $ largest ATT/Tmobile But actually the largest was Verizon / Vod but was financing condition and never triggered Can you check my work please" [X Link](https://x.com/MrMojoRisinX/status/1997052087482700140) 2025-12-05T21:14Z 7683 followers, 1999 engagements "@Biohazard3737 @JediCapper Echoing Sheep 13Fs are like bikinis. What they reveal is suggestive but what they conceal is vital. -Mojo" [X Link](https://x.com/MrMojoRisinX/status/1997746656591372694) 2025-12-07T19:14Z 7685 followers, XXX engagements "New $WELL deck: Skip to slide 22-33 for senior living trends. I prefer another way to play the aging population theme for the next decade" [X Link](https://x.com/MrMojoRisinX/status/1982906029471154668) 2025-10-27T20:23Z 7687 followers, 4354 engagements "If I recall correctly @AureliusValue has been on the $ACHC case for some time. Believe he highlighted the investigative red flags liabilities and actuarial risks. Insiders and even key stakeholders strategically and tactically deflected the issues via messaging accounting and financial engineering. Todays headline to summarize: Acadia Healthcare Updates PLGL Reserves Following Annual Actuarial Review Lowers 2025 Guidance Reminder: Shorting is hardand its supposed to be" [X Link](https://x.com/MrMojoRisinX/status/1996193015002534289) 2025-12-03T12:21Z 7687 followers, 2577 engagements "@yummyCenturyEgg @BillyTheKid_59 Fav (and deserved) HoldCo Discounts: Grupo Mexico Exor Indian HoldCos Old Canadian Pacific (Left a few of the departed off) But instead of taking the average just add them up and you get the Ergen discount Whats the implied price" [X Link](https://x.com/MrMojoRisinX/status/1998514339251470472) 2025-12-09T22:05Z 7687 followers, XXX engagements "Selling $NFLX strangles outside the collar strikes stands out as compelling trade Not playing deal outcome. Playing the regulatory calendar. Map out key approval milestones sell elevated vol around these periods collect premium repeat. The edge: Regulatory path creates predictable vol spikes that exceed realized movement. Market overprices uncertainty around known timing events. Trade structure is part of the investment process Identify when vol gets elevated around structural events harvest premium systematically. Right now these are sardines being traded and nothing more" [X Link](https://x.com/MrMojoRisinX/status/1996956836382068860) 2025-12-05T14:56Z 7688 followers, 7749 engagements "Tom Brady was the 199th pick in the NFL draft. XX years later he's the GOAT. He's also literally an N=1 outlier. That's exactly why we don't draft quarterbacks based on Tom Brady's career arc. We draft based on patterns that actually repeat. You run concentrated high conviction. I respect that. And based on your Wirecard story I'm pretty sure I know who your former boss is. If I'm right you learned from one of the best. No question. But "variant view" and "statistically sound view" are different things. The reality is unforgiving: proving skill vs luck in active management requires 8+ years" [X Link](https://x.com/MrMojoRisinX/status/1998568502483910717) 2025-12-10T01:40Z 7690 followers, 19K engagements "Been a nice run in $CIEN from the 40s and some additional Liberation period purchases. I think earnings power revisions from here will be a more difficult at $33bn equity value. cc my main man @GavinSBaker" [X Link](https://x.com/MrMojoRisinX/status/1999164055655788792) 2025-12-11T17:07Z 7690 followers, 1292 engagements "Saw spots and blacked out for a few mins after a set of weighted dips this morning at the gym AMA" [X Link](https://x.com/MrMojoRisinX/status/1999166300317270326) 2025-12-11T17:16Z 7690 followers, 2164 engagements "Larry Ellison runs his empire like a growing private equity portfolio company Other than his suspicious sale XX years ago before $ORCL cut guide he only sells for tax. He has pledged nearly 300mn shares of his XX% stake (which grows because of share repo) and has a personal line of credit of nearly 20bn He basically invented the large scale collateral/carry trade approach (borrows at X to make XX for XX years)Larry is far from a degeneratehe is the best owner operator activist / event driven investor we have seen since Jay Pritzker" [X Link](https://x.com/MrMojoRisinX/status/1982970527472923080) 2025-10-28T00:39Z 7689 followers, 182.3K engagements "$AIV Doing the right thing" [X Link](https://x.com/MrMojoRisinX/status/1988013409233776671) 2025-11-10T22:38Z 7690 followers, 2357 engagements "So the question on $BILL is which activist funds are not involved I will be brief on this one.there is only one strategic alternative these holders are interested in.if no sale I would not want to be in this event gang bang unwind. Trade structure consideration: to hedge the fulcrum to be involved here re long calls/spreads or long common vs puts/spreads vs just outright long or using position block hedge (sector factors market etc) seems like a better risk adjusted structure. That's all I have to say about that" [X Link](https://x.com/MrMojoRisinX/status/1990162797141897481) 2025-11-16T20:59Z 7690 followers, 10.6K engagements "It looks like $TOKE is liquidating or at the very least has to meet very substantial redemptions (Cash is XX% of the market cap of the ETF) and is reducing its exposure to all cannabis - $MSOS stocks. The reduction as % of 'average daily trading volume' is material. From the outside looking in this looks like more than just a risk reduction exercise. In addition wealth clients of the firm in tweet below likely got stopped out of their direct exposure as well as single names that mirror the holdings in some form of the fund Avoid all ETFs in this space and use them as hedging and / or" [X Link](https://x.com/MrMojoRisinX/status/1990412015936979108) 2025-11-17T13:29Z 7690 followers, 5019 engagements ""Same business as 2011" - correct the RIM cash cow keeps it alive. XX% renewals and price increases fund the operation. But they burn $175mm/year on transformations (Matterhorn Summit - X% of "EBITDA") while RIM organic growth stays flat. Hit 88mph in a DeLorean and you're still running in place. The DC story that drove the stock Bookings collapsed XX% to 30MW vs 125MW target. Renewal pricing lowest since FY22. Hyperscalers want purpose-built HPC. IRM has legacy colo shells with perpetually pushed-out timelines. FCF burn up $250mm YoY. DC maintenance capex X% of revenue. Leverage 7.5x actual" [X Link](https://x.com/MrMojoRisinX/status/1991531836015509619) 2025-11-20T15:39Z 7690 followers, 5236 engagements "$DBRG $SFTBY In Masa We Trust" [X Link](https://x.com/MrMojoRisinX/status/1996963876684910702) 2025-12-05T15:24Z 7690 followers, 4476 engagements "$CFLT #DarkArts" [X Link](https://x.com/MrMojoRisinX/status/1998007687422861539) 2025-12-08T12:32Z 7690 followers, 8665 engagements "My initial take on the announced $ALEX transaction: The $ALEX sales process was (likely) structurally defective due to favoritism toward an entrenched local developer supported by Blackstone $BX capital. Competition was chilled market testing was insufficient and the board relied on stale multiples and flawed analyses that understated the true value of a uniquely scarce Hawaii real estate portfolio. Fair value exceeds the transaction price. Even though the proxy will lay out a polished Background of the Merger to suggest a full market test shareholders are entitled to look beyond that" [X Link](https://x.com/MrMojoRisinX/status/1998383805573316709) 2025-12-09T13:26Z 7690 followers, 4161 engagements "So how does $BX get out of the $ALEX deal This DMA is as good as it gets: 8/10 Main Take: As long as Blackstone is alive solvent and not prevented legally they have to close. Even if the local Hawaiian developer partner goes bankrupt disappears or loses all ability to participate Blackstone still funds the purchase is my read (would really need to dig deep to see how BX could claim financing failure - even a cyber hacker wiping out their capital overnight would not qualify is my read re there is no discretionary exit path) We basically have a DMA Unicorn" [X Link](https://x.com/MrMojoRisinX/status/1998391343073186195) 2025-12-09T13:56Z 7690 followers, 2149 engagements "$DIS is an activist gang bang gone bad Third Point ValueAct Trian / Peltz Blackwell If anything $LION could see a full frontal (Kushner playing every angle)" [X Link](https://x.com/MrMojoRisinX/status/1998481448043491680) 2025-12-09T19:54Z 7689 followers, 5150 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.]
@MrMojoRisinX Mojo
Mojo posts on X about $wbd, business, $nflx, $cflt the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.
Engagements: XXXXX #
- X Week XXXXXX +150%
- X Month XXXXXXX +84%
- X Months XXXXXXXXX +7,320%
Mentions: XX #
- X Week XX -XXXX%
- X Month XXX +33%
- X Months XXX +283%
Followers: XXXXX #
- X Week XXXXX +1.20%
- X Month XXXXX +40%
- X Months XXXXX +4,171%
CreatorRank: XXXXXXX #
Social Influence
Social category influence stocks XX% cryptocurrencies XXXX% finance XX% automotive brands X% technology brands X% countries XXX% travel destinations XXX% social networks XXX%
Social topic influence $wbd 7.5%, business 7.5%, $nflx #302, $cflt 5%, $aiv 5%, if you 5%, abcs of 5%, just a 5%, all in 5%, $msos #63
Top accounts mentioned or mentioned by @julianklymochko @boxlongs @erictheumpire @bewaterltd @jaredkubin @paulomacro @michaeljburry @fortune @bloomberg @cgasparino @biohazard3737 @jedicapper @aureliusvalue @yummycenturyegg @billythekid59 @inglouriouscap @gavinsbaker @acapitallp @rizzcapital_ @nickalobeultra
Top assets mentioned Warner Bros Discovery, Inc. (WBD) Netflix Inc (NFLX) Confluent, Inc. Class A Common Stock (CFLT) Apartment Investment and Management Company (AIV) ALEX Lab (ALEX) Blackstone, Inc. (BX) Paramount Skydance Corporation Class B Common Stock (PSKY) Strategy (MSTR) Verox (VRX) Tesla, Inc. (TSLA) Comcast Corporation (CMCSA) General Electric Company (GE) iShares BTC Trust (IBIT) Berkshire Hathaway Inc. (BRK.A) Berkshire Hathaway Inc Class B (BRK.B) Alphabet Inc Class A (GOOGL) Welltower Inc (WELL) WELL3 (WELL) Acadia Healthcare Company, Inc. (ACHC) Ciena Corporation (CIEN) Oracle Corporation (ORCL) BILL THE BEAR (BILL) Tokemak (TOKE) 88mph (MPH) DigitalBridge Group, Inc. (DBRG) DisChain (DIS) Loaded Lions (LION)
Top Social Posts
Top posts by engagements in the last XX hours
"Event Volatility trading path re $NFLX $WBD $PSKY (I put X trades on based on this path on Friday) Do you see it From GS: Much of the WBD reporting overnight focused on PSKY's financing: 1/ Semafor reported that the $24bn in equity financing (30%) fronted by certain sovereign wealth funds "were fuzzy enough to give Warner's board one more reason to got with Netflix" and 2/ Bloomberg highlighted the presence of an "Abu Dhabi group that few even in the region have heard of: L'imad Holding Co". Where does this go from here 1/ Monday December 22nd - Deadline for WBD's Board to reaffirm its"
X Link 2025-12-09T12:45Z 7690 followers, 3839 engagements
"@EricTheUmpire Interesting trade Ump I have been curiously looking at trades here as well. Q: Why put on a trade with no skew in the spread for net X vs buying the XXX outright and spend the same $ I am sure there is some technical jargon/gap fill opportunity that I am missing"
X Link 2025-12-09T15:09Z 7687 followers, XXX engagements
"$CFLT: A Lesson in The Dark Arts RepostEnjoy"
X Link 2025-10-08T11:51Z 7658 followers, 7312 engagements
"Basically if you didn't put your $AIV common shares on swap prior to the special dividend the only after-tax real pay day is for the c-suite and board of directors"
X Link 2025-11-10T22:59Z 7667 followers, 2013 engagements
"The ABCs of 12D Chess For 13Fs 13Fs are like bikinis. What they reveal is suggestive but what they conceal is vital"
X Link 2025-11-16T02:07Z 7660 followers, 5519 engagements
"Overlay the old $VRX Pearson chart with $MSTR Saylor Different movie same ending. May I meet you"
X Link 2025-11-19T19:04Z 7687 followers, 2929 engagements
"Hi Michael I think we can be of service. From Mojo: The ABCs of 12D Chess For 13Fs $TSLA @michaeljburry"
X Link 2025-12-02T15:06Z 7685 followers, 3981 engagements
"If you want to understand the role incentive structure and even regulatory constraints $CMCSA plays in the $WBD competitive bidding situation just a little better (whether they prevail or not) go and track down the Paulson LP letter(s) during the NBCu / General Electric transaction Think @CGasparino was covering that deal back in the day as well Cheers"
X Link 2025-12-03T01:59Z 7683 followers, 2988 engagements
"Andy will never read this but its all in lights"
X Link 2025-12-03T12:29Z 7685 followers, 58.2K engagements
"The conglomerate simplification of The Berkshire Hathaway system $BRK.B $BRK.A There are no material operational synergies and the business units are already decentralized. The old man is the originator and enforcer of the company's cultural "synergy" The shark repellant governance trust structure allow WB to rule from the grave"
X Link 2025-12-03T18:36Z 7674 followers, 5382 engagements
"@JulianKlymochko Wait are you saying $ or % % largest Google Mot $ largest ATT/Tmobile But actually the largest was Verizon / Vod but was financing condition and never triggered Can you check my work please"
X Link 2025-12-05T21:14Z 7683 followers, 1999 engagements
"@Biohazard3737 @JediCapper Echoing Sheep 13Fs are like bikinis. What they reveal is suggestive but what they conceal is vital. -Mojo"
X Link 2025-12-07T19:14Z 7685 followers, XXX engagements
"New $WELL deck: Skip to slide 22-33 for senior living trends. I prefer another way to play the aging population theme for the next decade"
X Link 2025-10-27T20:23Z 7687 followers, 4354 engagements
"If I recall correctly @AureliusValue has been on the $ACHC case for some time. Believe he highlighted the investigative red flags liabilities and actuarial risks. Insiders and even key stakeholders strategically and tactically deflected the issues via messaging accounting and financial engineering. Todays headline to summarize: Acadia Healthcare Updates PLGL Reserves Following Annual Actuarial Review Lowers 2025 Guidance Reminder: Shorting is hardand its supposed to be"
X Link 2025-12-03T12:21Z 7687 followers, 2577 engagements
"@yummyCenturyEgg @BillyTheKid_59 Fav (and deserved) HoldCo Discounts: Grupo Mexico Exor Indian HoldCos Old Canadian Pacific (Left a few of the departed off) But instead of taking the average just add them up and you get the Ergen discount Whats the implied price"
X Link 2025-12-09T22:05Z 7687 followers, XXX engagements
"Selling $NFLX strangles outside the collar strikes stands out as compelling trade Not playing deal outcome. Playing the regulatory calendar. Map out key approval milestones sell elevated vol around these periods collect premium repeat. The edge: Regulatory path creates predictable vol spikes that exceed realized movement. Market overprices uncertainty around known timing events. Trade structure is part of the investment process Identify when vol gets elevated around structural events harvest premium systematically. Right now these are sardines being traded and nothing more"
X Link 2025-12-05T14:56Z 7688 followers, 7749 engagements
"Tom Brady was the 199th pick in the NFL draft. XX years later he's the GOAT. He's also literally an N=1 outlier. That's exactly why we don't draft quarterbacks based on Tom Brady's career arc. We draft based on patterns that actually repeat. You run concentrated high conviction. I respect that. And based on your Wirecard story I'm pretty sure I know who your former boss is. If I'm right you learned from one of the best. No question. But "variant view" and "statistically sound view" are different things. The reality is unforgiving: proving skill vs luck in active management requires 8+ years"
X Link 2025-12-10T01:40Z 7690 followers, 19K engagements
"Been a nice run in $CIEN from the 40s and some additional Liberation period purchases. I think earnings power revisions from here will be a more difficult at $33bn equity value. cc my main man @GavinSBaker"
X Link 2025-12-11T17:07Z 7690 followers, 1292 engagements
"Saw spots and blacked out for a few mins after a set of weighted dips this morning at the gym AMA"
X Link 2025-12-11T17:16Z 7690 followers, 2164 engagements
"Larry Ellison runs his empire like a growing private equity portfolio company Other than his suspicious sale XX years ago before $ORCL cut guide he only sells for tax. He has pledged nearly 300mn shares of his XX% stake (which grows because of share repo) and has a personal line of credit of nearly 20bn He basically invented the large scale collateral/carry trade approach (borrows at X to make XX for XX years)Larry is far from a degeneratehe is the best owner operator activist / event driven investor we have seen since Jay Pritzker"
X Link 2025-10-28T00:39Z 7689 followers, 182.3K engagements
"$AIV Doing the right thing"
X Link 2025-11-10T22:38Z 7690 followers, 2357 engagements
"So the question on $BILL is which activist funds are not involved I will be brief on this one.there is only one strategic alternative these holders are interested in.if no sale I would not want to be in this event gang bang unwind. Trade structure consideration: to hedge the fulcrum to be involved here re long calls/spreads or long common vs puts/spreads vs just outright long or using position block hedge (sector factors market etc) seems like a better risk adjusted structure. That's all I have to say about that"
X Link 2025-11-16T20:59Z 7690 followers, 10.6K engagements
"It looks like $TOKE is liquidating or at the very least has to meet very substantial redemptions (Cash is XX% of the market cap of the ETF) and is reducing its exposure to all cannabis - $MSOS stocks. The reduction as % of 'average daily trading volume' is material. From the outside looking in this looks like more than just a risk reduction exercise. In addition wealth clients of the firm in tweet below likely got stopped out of their direct exposure as well as single names that mirror the holdings in some form of the fund Avoid all ETFs in this space and use them as hedging and / or"
X Link 2025-11-17T13:29Z 7690 followers, 5019 engagements
""Same business as 2011" - correct the RIM cash cow keeps it alive. XX% renewals and price increases fund the operation. But they burn $175mm/year on transformations (Matterhorn Summit - X% of "EBITDA") while RIM organic growth stays flat. Hit 88mph in a DeLorean and you're still running in place. The DC story that drove the stock Bookings collapsed XX% to 30MW vs 125MW target. Renewal pricing lowest since FY22. Hyperscalers want purpose-built HPC. IRM has legacy colo shells with perpetually pushed-out timelines. FCF burn up $250mm YoY. DC maintenance capex X% of revenue. Leverage 7.5x actual"
X Link 2025-11-20T15:39Z 7690 followers, 5236 engagements
"$DBRG $SFTBY In Masa We Trust"
X Link 2025-12-05T15:24Z 7690 followers, 4476 engagements
"$CFLT #DarkArts"
X Link 2025-12-08T12:32Z 7690 followers, 8665 engagements
"My initial take on the announced $ALEX transaction: The $ALEX sales process was (likely) structurally defective due to favoritism toward an entrenched local developer supported by Blackstone $BX capital. Competition was chilled market testing was insufficient and the board relied on stale multiples and flawed analyses that understated the true value of a uniquely scarce Hawaii real estate portfolio. Fair value exceeds the transaction price. Even though the proxy will lay out a polished Background of the Merger to suggest a full market test shareholders are entitled to look beyond that"
X Link 2025-12-09T13:26Z 7690 followers, 4161 engagements
"So how does $BX get out of the $ALEX deal This DMA is as good as it gets: 8/10 Main Take: As long as Blackstone is alive solvent and not prevented legally they have to close. Even if the local Hawaiian developer partner goes bankrupt disappears or loses all ability to participate Blackstone still funds the purchase is my read (would really need to dig deep to see how BX could claim financing failure - even a cyber hacker wiping out their capital overnight would not qualify is my read re there is no discretionary exit path) We basically have a DMA Unicorn"
X Link 2025-12-09T13:56Z 7690 followers, 2149 engagements
"$DIS is an activist gang bang gone bad Third Point ValueAct Trian / Peltz Blackwell If anything $LION could see a full frontal (Kushner playing every angle)"
X Link 2025-12-09T19:54Z 7689 followers, 5150 engagements