# ![@RagingVentures Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1339038228087775233.png) @RagingVentures Raging Capital Ventures

Raging Capital Ventures posts on X about ai, $sivb, in the, balance sheet the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::1339038228087775233/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1339038228087775233/c:line/m:interactions.svg)

- [--] Week [---------] +3,473%
- [--] Month [---------] +2,183%
- [--] Months [---------] +368%
- [--] Year [---------] +223%

### Mentions: [--] [#](/creator/twitter::1339038228087775233/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1339038228087775233/c:line/m:posts_active.svg)

- [--] Week [--] +137%
- [--] Month [---] +138%
- [--] Months [---] +52%
- [--] Year [---] +36%

### Followers: [------] [#](/creator/twitter::1339038228087775233/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1339038228087775233/c:line/m:followers.svg)

- [--] Week [------] +0.01%
- [--] Month [------] +0.14%
- [--] Months [------] +0.68%
- [--] Year [------] +1.70%

### CreatorRank: [-------] [#](/creator/twitter::1339038228087775233/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1339038228087775233/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  #5462 [finance](/list/finance)  #4835 [technology brands](/list/technology-brands)  16.03% [countries](/list/countries)  9.16% [cryptocurrencies](/list/cryptocurrencies)  #1152 [exchanges](/list/exchanges)  3.05% [automotive brands](/list/automotive-brands)  1.53% [social networks](/list/social-networks)  1.53% [currencies](/list/currencies)  1.53% [musicians](/list/musicians)  0.76%

**Social topic influence**
[ai](/topic/ai) 16.03%, [$sivb](/topic/$sivb) 9.92%, [in the](/topic/in-the) 8.4%, [balance sheet](/topic/balance-sheet) #281, [strong](/topic/strong) #848, [$cxm](/topic/$cxm) 3.82%, [business](/topic/business) #3949, [$estc](/topic/$estc) 3.82%, [debt](/topic/debt) 3.82%, [$pltr](/topic/$pltr) #115

**Top accounts mentioned or mentioned by**
[@ericallen99](/creator/undefined) [@itsdanielwu](/creator/undefined) [@imnicklovinit](/creator/undefined) [@negligiblecap](/creator/undefined) [@dshephard](/creator/undefined) [@trackdalf](/creator/undefined) [@beatlesonbankin](/creator/undefined) [@valleyinvesting](/creator/undefined) [@dissectmarkets](/creator/undefined) [@ultradeep3](/creator/undefined) [@charlesgoodnig1](/creator/undefined) [@inttradenetwork](/creator/undefined) [@vdmandele](/creator/undefined) [@kermankohli](/creator/undefined) [@andrewcoye](/creator/undefined) [@gavinsbaker](/creator/undefined) [@cnbcpro](/creator/undefined) [@thedomino](/creator/undefined) [@justasiam185](/creator/undefined) [@fierce__beast](/creator/undefined)

**Top assets mentioned**
[SVB Financial Group (SIVBQ)](/topic/$sivb) [Sprinklr Inc. (CXM)](/topic/$cxm) [Elastic N.V. (ESTC)](/topic/$estc) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Workday Inc (WDAY)](/topic/$wday) [Mario Coin (COIN)](/topic/$coin) [Bill.com Holdings, Inc. (BILL)](/topic/$bill) [Enerflex Ltd. (EFXT)](/topic/$efxt) [HUBSPOT, INC. (HUBS)](/topic/$hubs) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Micron Technology, Inc. (MU)](/topic/$mu) [Tesla, Inc. (TSLA)](/topic/$tsla) [AMC Entertainment Holdings, Inc. (AMC)](/topic/$amc) [Bitcoin (BTC)](/topic/$btc) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Comcast Corporation (CMCSA)](/topic/$cmcsa) [Maravai LifeSciences Holdings, Inc.  (MRVI)](/topic/$mrvi) [Aris Water Solutions, Inc. (ARIS)](/topic/$aris) [Western Midstream Partners, LP. (WES)](/topic/$wes) [Cheeseball (CB)](/topic/$cb) [Markel, Corp. (MKL)](/topic/$mkl) [W R Berkley Corp (WRB)](/topic/$wrb) [IBM (IBM)](/topic/ibm)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Sprinklr ($CXM): Down -28% in '24 to $8.50 $CXM is a sticky enterprise software company with a strong balance sheet trading at a low multiple. New mgmt is talking a good game about cutting costs and improving sales efficiency and AI could provide a new growth vector. 6/10"  
[X Link](https://x.com/RagingVentures/status/1874200704153509947)  2024-12-31T21:07Z 57.3K followers, 18.9K engagements


"Maravai Lifesciences ($MRVI): Down -20% in '24 as the bloom came off the mRNA rose (due to COVID backlash) $MRVI has a dominant CDMO platform for mRNA & CAR-T. $MRVI should grow due to new cancer gene editing and rare disease therapies. Also a take-out candidate. 7/10"  
[X Link](https://x.com/RagingVentures/status/1874200705776689201)  2024-12-31T21:07Z 57.3K followers, [----] engagements


"$NGL mgmt commenting on $WES acquisition of $ARIS; $NGL bought back 3.5% of its LP units at $4.30 per share in the latest Q"  
[X Link](https://x.com/RagingVentures/status/1954333608455426498)  2025-08-10T00:06Z 57.3K followers, [----] engagements


"An amazing resource for Fairfax Investors. I've been long the stock since [----] and it remains attractive. What a beast $FRFHF $FFH.TO I've also been buying more Fairfax India as of late. $FFXDF My PDF/book on Fairfax has been updated (750 pages). New posts have been added. I've had lots of help from others like @BrownMarubozu. Click the link to get a free copy. The companion Excel document with models is also there. $FFH.TO $BRK $MKL $CB $WRB https://t.co/8Yv30KFXGd My PDF/book on Fairfax has been updated (750 pages). New posts have been added. I've had lots of help from others like"  
[X Link](https://x.com/RagingVentures/status/1960060024769872122)  2025-08-25T19:21Z 57.3K followers, 10.8K engagements


"I've been buying $CXM lately around this $7.80 level -- valuation is very low estimates appear reset/conservative and new mgmt continues to block and tackle as they work to improve the business. Maybe something good will happen. Sprinklr ($CXM): Down -28% in '24 to $8.50 $CXM is a sticky enterprise software company with a strong balance sheet trading at a low multiple. New mgmt is talking a good game about cutting costs and improving sales efficiency and AI could provide a new growth vector. 6/10 Sprinklr ($CXM): Down -28% in '24 to $8.50 $CXM is a sticky enterprise software company with a"  
[X Link](https://x.com/RagingVentures/status/1966200636409577576)  2025-09-11T18:02Z 57.3K followers, 11.6K engagements


"Thoma Bravo is gobbling up all sorts of SaaS plays. I own $BILL and $CXM and keep close tabs on $ESTC and $PD. I also bought a little $PAR on this recent weakness despite the soft macro. Any other good ideas"  
[X Link](https://x.com/RagingVentures/status/1970183246991233523)  2025-09-22T17:47Z 57.3K followers, 28.5K engagements


"Enerflex $EFXT / $EFX.TO is like the little engine that could. today with news that they're issuing $400 mm of new [----] Senior *Unsecured* Notes and calling $562.50 of [----] Senior *Secured* 9% Notes. Price talk is 7-7.5% on the new notes. Debt is now sub 1.5x EBITDA. $EFXT is up over 50% this year and has nearly tripled over the last few years. The business generates strong FCF with growth opportunities in compression and power generation. The equity valuation remains undemanding and we continue to hold the bulk of our original shares. https://twitter.com/i/web/status/1995539953904750942"  
[X Link](https://x.com/RagingVentures/status/1995539953904750942)  2025-12-01T17:06Z 57.3K followers, 12.3K engagements


"Really proud of our returns in [----] Many of our core positions such as $FPH $EFXT $FRFHF and Alphawave had tremendous years while we were also nimble enough to take advantage of numerous long and short trading opportunities amid a volatile environment. Was fortunate to have meaningful precious metals exposure but overall our nominal investment returns trailed Golds +63% return. The depreciation of the USDs purchasing power is sobering. The professionals can enjoy the break for a day - it is back to zero on Friday. Good luck in [----] https://twitter.com/i/web/status/2006554391751340236"  
[X Link](https://x.com/RagingVentures/status/2006554391751340236)  2026-01-01T02:33Z 57.3K followers, [----] engagements


"Bought some $WDAY $HUBS and $ESTC for my kids accounts today"  
[X Link](https://x.com/RagingVentures/status/2011906496611655899)  2026-01-15T21:01Z 57.4K followers, 24.8K engagements


"I disagree. I think legacy applications and middleware from companies like $CSU.TO or $IBM are most exposed as AI eliminates many of the historical ETL barriers-to-switch: Upgrading to modern SaaS solutions and systems of record will now be much easier and cheaper. Call me out in a few years when all my software investments go to zero: AI (incl. vibe coding) commoditizes code not systems of record. CSU owns missioncritical systems of record in niche markets. Those moats are data workflows integrations & switching costs not the Call me out in a few years when all my software investments go to"  
[X Link](https://x.com/RagingVentures/status/2014191205563732371)  2026-01-22T04:19Z 57.3K followers, 42.3K engagements


"Is $PLTR finally safe to short Stock has had no teeth as of late"  
[X Link](https://x.com/RagingVentures/status/2016562738659529208)  2026-01-28T17:23Z 57.4K followers, [----] engagements


"Theyre certainly not perfect but Im happy to vote for the morons who shrink government regulation and encourage free markets; enforce laws and borders; promote families and Western Civilization; reverse failed outsourcing policies (which has led to a collapse in working class families); and restore a stable and assertive foreign policy. The left has more than just a PR problem. One only has to visit your hometown of San Fran to see that firsthand"  
[X Link](https://x.com/RagingVentures/status/2016714010083701043)  2026-01-29T03:24Z 57.4K followers, [----] engagements


"Backed up my Tahoe and bought a lot of $ESTC around $66 godspeed"  
[X Link](https://x.com/RagingVentures/status/2016968165150916904)  2026-01-29T20:14Z 57.4K followers, [----] engagements


"@JerryCap $CSU.TO sells (mediocre) legacy niche software which previously had massive switching costs with limited switching options. Switching costs are now likely going to massively decline and switching options will proliferate"  
[X Link](https://x.com/RagingVentures/status/2017058693695607035)  2026-01-30T02:14Z 57.3K followers, [---] engagements


"My Tahoe is backed up again today and being filled with $CXM. Not the same quality level as a $ESTC or a $WDAY but it has a strong balance sheet profitable operations and at 1.5x scaled EV/Sales I will take my chances. It is hard to get hurt falling off a curb"  
[X Link](https://x.com/RagingVentures/status/2017300924620734591)  2026-01-30T18:16Z 57.3K followers, [----] engagements


"It is a full on SaaS crash now"  
[X Link](https://x.com/RagingVentures/status/2018708598377881895)  2026-02-03T15:30Z 57.3K followers, 21.7K engagements


"I've been trying to bottom pick these stocks. I would be smarter to put on my short selling hat and figure out what the AI stream roller runs over next"  
[X Link](https://x.com/RagingVentures/status/2018725878058844488)  2026-02-03T16:38Z 57.3K followers, [----] engagements


"Thank heavens for energy infrastructure: $EFXT $EFX.TO is up 25% YTD. While the valuation is still not overly demanding and there could be a data center angle this was a very large position for me and I have now boxed around 35% of it. Enerflex $EFXT / $EFX.TO is like the little engine that could. today with news that they're issuing $400 mm of new [----] Senior *Unsecured* Notes and calling $562.50 of [----] Senior *Secured* 9% Notes. Price talk is 7-7.5% on the new notes. Debt is now sub 1.5x EBITDA. $EFXT Enerflex $EFXT / $EFX.TO is like the little engine that could. today with news that"  
[X Link](https://x.com/RagingVentures/status/2018792710308860323)  2026-02-03T21:04Z 57.3K followers, [----] engagements


"T. Rowe's New Horizons' growth fund is hiring a pair of small / mid cap generalists. Here's the job posting for those who are interested: https://troweprice.wd5.myworkdayjobs.com/en-US/TRowePrice/job/Investment-Analyst--SMID-Cap-Generalist_79875 I caught up with my friend Shaun Currie who recently became the portfolio manager for T Rowes New Horizons small/mid-cap growth fund. This fund was run by the legendary Henry Ellenbogen until [----] but has underperformed in recent years. Shaun is a great analyst and manager;"  
[X Link](https://x.com/RagingVentures/status/2019760913826349139)  2026-02-06T13:11Z 57.3K followers, 23.1K engagements


"This $ACMR pitch is pretty compelling besides the obvious China risks what is the bear case Weve written an update on $ACMR available at https://t.co/to9vKAZskg. The story has only gotten better since January with ACMS up 50%+ in China and Chinas semi capex growth being supercharged by the countrys own AI spending wave. 1/7 Weve written an update on $ACMR available at https://t.co/to9vKAZskg. The story has only gotten better since January with ACMS up 50%+ in China and Chinas semi capex growth being supercharged by the countrys own AI spending wave. 1/7"  
[X Link](https://x.com/RagingVentures/status/2019786363193741737)  2026-02-06T14:52Z 57.3K followers, 12.2K engagements


"I bought some $BWEN at these $2.15-2.40 prices. Valuation isnt challenging and balance sheet is fine. Domestic manufacturing is good place to be. Wind tower biz is headwind (maybe too big of a headwind) but turbines are booming. Hoping cost issues are transitory $BWEN incredibly bad. The GEV turbine growth story playing out orders +70% organic growth +20% but the margins are just shit. Never been this mis-guided by a management team on margins before tbh sad to see cause it has so much potential. Usually hardest part is revenue $BWEN incredibly bad. The GEV turbine growth story playing out"  
[X Link](https://x.com/RagingVentures/status/2019789067894882443)  2026-02-06T15:03Z 57.3K followers, [----] engagements


"@Fierce__beast @firstadopter $FDS has a problem with their UI / front end and will need to spend aggressively to upgrade and better compete. Their data history and library is immensely valuable though and much more than just scraping some SEC filings (which in itself is unreliable and rife with issues)"  
[X Link](https://x.com/RagingVentures/status/2019808890763006213)  2026-02-06T16:22Z 57.3K followers, [----] engagements


"@itsDanielWu $450 b is a lot of market cap"  
[X Link](https://x.com/RagingVentures/status/2019888278519050297)  2026-02-06T21:37Z 57.4K followers, [---] engagements


"Sumit also shares details on his AI-startup Ario which is building the data enablement layer for consumer AI and agentic workflows. He also talks about some lessons from his past startups including Shape Security which was sold to $FFIV for $1 billion. Interview: 2/2 https://ragingcapitalventures.com/the-potential-for-consumer-ai/ https://ragingcapitalventures.com/the-potential-for-consumer-ai/"  
[X Link](https://x.com/RagingVentures/status/2020157246999552383)  2026-02-07T15:26Z 57.3K followers, [----] engagements


"Im a glutton. Ran a HF for [--] years known for its short selling (including managing short only money) with significant alpha generation. Most stocks underperform over time and it is a misnomer to think you can only make 100% on a short (you can short and press the same stock over and over again). In addition to the structural inefficiencies that benefit short sellers it sure is nice to have a hedge when markets are rocky. The short book allows you to play your long book more aggressively when times are good and bad. Cheers https://twitter.com/i/web/status/2020302127281713641"  
[X Link](https://x.com/RagingVentures/status/2020302127281713641)  2026-02-08T01:02Z 57.3K followers, [---] engagements


"RT @negligible_cap: Insurance brokers are getting crushed today after OpenAI approved the first insurer-built AI app on ChatGPT - $WTW $AJ"  
[X Link](https://x.com/anyuser/status/2021017034159734796)  2026-02-10T00:23Z 57.3K followers, [--] engagements


"RT @Ultradeep3: $RIG $VAL"  
[X Link](https://x.com/anyuser/status/2021019355345977492)  2026-02-10T00:32Z 57.3K followers, [--] engagements


"@dshephard @CharlesGoodnig1 Good thoughts but I think it is likely that $GOOG and $AMZN capex guides might be as good as it gets for the AI spending parabola. Obv timing isnt easy but it often pays to short as good as it gets"  
[X Link](https://x.com/RagingVentures/status/2021024292972925259)  2026-02-10T00:51Z 57.3K followers, [---] engagements


"@Leoskie_L @trackdalf U.S. position should help. Memory is very cyclical though. $MU trades at something like 6x invested capital"  
[X Link](https://x.com/RagingVentures/status/2021028251200811141)  2026-02-10T01:07Z 57.3K followers, [---] engagements


"@IntTradeNetwork Im pretty sure you just saw peak capex guide with $AMZN / $GOOG"  
[X Link](https://x.com/RagingVentures/status/2021028922624966797)  2026-02-10T01:10Z 57.3K followers, [---] engagements


"@itsDanielWu $TSLA has best AI software (FSD) and an emerging AI semiconductor biz"  
[X Link](https://x.com/RagingVentures/status/2021029264234287477)  2026-02-10T01:11Z 57.3K followers, [---] engagements


"@vdmandele Repairing decades of broken trade policies that have decimated U.S. working class jobs and families isnt easy work but it is important"  
[X Link](https://x.com/RagingVentures/status/2021030782794342579)  2026-02-10T01:17Z 57.3K followers, [--] engagements


"@beatlesonbankin Trump could use some class I agree. Canada needs to play ball on transshipments thats critical to US national security. It is not up to Carney. Additionally with Canada and Greenland Trump has smartly created geopolitical offsets to Chinas constant Taiwanese threats"  
[X Link](https://x.com/RagingVentures/status/2021033912940573056)  2026-02-10T01:30Z 57.3K followers, [--] engagements


"@valleyinvesting Buy SK Hynix then"  
[X Link](https://x.com/RagingVentures/status/2021050980243218728)  2026-02-10T02:37Z 57.3K followers, [--] engagements


"@kermankohli Compute grew inference will grow. Doesnt suspend cycles"  
[X Link](https://x.com/RagingVentures/status/2021051094705766600)  2026-02-10T02:38Z 57.3K followers, [--] engagements


"RT @Beth_Kindig: Intel CEO Lip-Bu Tan: I think in terms of the AI the biggest challenge I think for a lot of my customer is memory. M"  
[X Link](https://x.com/anyuser/status/2021407604552159717)  2026-02-11T02:15Z 57.3K followers, [--] engagements


"RT @andrewcoye: "We don't understand tokenization. We don't understand the economic value. We have open ears on anybody in the room or else"  
[X Link](https://x.com/RagingVentures/status/2021553356368642357)  2026-02-11T11:54Z 57.3K followers, [--] engagements


"RT @DannyOcean555: @snowmanllc Im way overdue for renaming the watchlist"  
[X Link](https://x.com/anyuser/status/2021709894030962806)  2026-02-11T22:16Z 57.3K followers, [--] engagements


"RT @TedHZhang: Here is a YouTube playlist I created of [--] long-form Stanley Druckenmiller interviews Ive found. Ive seen most of them and"  
[X Link](https://x.com/RagingVentures/status/2021017614575874377)  2026-02-10T00:25Z 57.3K followers, [---] engagements


"RT @BreezeFor1407: @RealSimpleAriel great site to check what conferences are happening & who is speaking when https://marketchameleon.com/Calendar/CompanyEvents https://marketchameleon.com/Calendar/CompanyEvents"  
[X Link](https://x.com/RagingVentures/status/2021296378857541657)  2026-02-10T18:53Z 57.3K followers, [--] engagements


"RT @Hedgeye: 🚨 US Oil Production Turns Negative Year-Over-Year for First Time Since 2021"  
[X Link](https://x.com/RagingVentures/status/2021407808118456738)  2026-02-11T02:15Z 57.3K followers, [--] engagements


"RT @andrewcoye: "So I am extremely bullish on the prediction markets. I think this is going to be the biggest thing that happened in our bu"  
[X Link](https://x.com/RagingVentures/status/2021553330280096010)  2026-02-11T11:54Z 57.3K followers, [--] engagements


"RT @negligible_cap: AI is making everyone sell first and think later. Yesterday was financial advisors [--] days ago was insurance brokers e"  
[X Link](https://x.com/RagingVentures/status/2021706616681164837)  2026-02-11T22:03Z 57.3K followers, [--] engagements


"Excited to share this interview with successful serial entrepreneur Sumit Agarwal. Sumit discusses the latest AI developments with a focus on OpenAI $GOOG $AAPL and Cloudflare. Full interview here: 1/2 https://ragingcapitalventures.com/the-potential-for-consumer-ai/ https://ragingcapitalventures.com/the-potential-for-consumer-ai/"  
[X Link](https://x.com/RagingVentures/status/2020157244759830652)  2026-02-07T15:26Z 57.4K followers, [----] engagements


"NBC should have its broadcast license suspended for a year 🚨The Apple Music Super Bowl LX Halftime Show was pure smut brazenly aired on national television for every American family to witness. Children were forced to endure explicit displays of gay sexual acts women gyrating provocatively and Bad Bunny shamelessly grabbing his https://t.co/wcWTofhQQn 🚨The Apple Music Super Bowl LX Halftime Show was pure smut brazenly aired on national television for every American family to witness. Children were forced to endure explicit displays of gay sexual acts women gyrating provocatively and Bad"  
[X Link](https://x.com/RagingVentures/status/2021059000218071066)  2026-02-10T03:09Z 57.4K followers, 26.5K engagements


"$OWL on data center financing returns. Can someone explain to me how an 8% cap rate escalating at 3% annually over 20-years translates into a 17% compounded return Are they contributing this into a very levered CLO structure"  
[X Link](https://x.com/RagingVentures/status/2021592385491185704)  2026-02-11T14:29Z 57.4K followers, 24.4K engagements


"Bought a lot of $WDAY today around $145 after picking away at it in recent weeks. Trading around 3.5x NTM revenues of $10.6 b with strong cash flows and fortress balance sheet low double digit revenue grower. $WDAY likely to be an AI beneficiary IMO by layering on AI tools and agents on top of their critical and sticky HCM and payroll solutions that power 60% of F500. Near term headwind is their high end enterprise market is increasingly saturated (by their own success); AI creates opp to reaccelerate growth. Market is also going to force rationalization of SBC at all of these companies."  
[X Link](https://x.com/RagingVentures/status/2021714283952800163)  2026-02-11T22:33Z 57.4K followers, 17.7K engagements


"$HUBS is one of the more exposed SaaS companies to recent technological trends IMO but it is also an eloquent marketing and productization machine. While I respect the bear argument I think it is also possible that $HUBS could roll-out a series of new AI-centric products and become more indispensable than ever. At sub 3x NTM revenues in after-hours trading $HUBS is just too cheap given the scale and quality attributes of their business. I bought some today. https://twitter.com/i/web/status/2021716539192541402 https://twitter.com/i/web/status/2021716539192541402"  
[X Link](https://x.com/RagingVentures/status/2021716539192541402)  2026-02-11T22:42Z 57.4K followers, 12.8K engagements


"Bought some $TOST after hours sub $23. Limited to no AI-disruption risk and an incredible long-term franchise. Q4 earnings and guide seem fine seems like $TOSTs usual conservatism. $TOST has a strong balance sheet and has done a great job with operating leverage. The primary issue is overall multiple compression/collapse in the sector. https://twitter.com/i/web/status/2022059952131465369 https://twitter.com/i/web/status/2022059952131465369"  
[X Link](https://x.com/RagingVentures/status/2022059952131465369)  2026-02-12T21:27Z 57.4K followers, [----] engagements


"Pleased to have invested (a small sum) in Anthropics [----] Series C financing at a $4.1 b pre-money valuation via an AngelList syndicate Knock on wood - lets get it public congrats to the select few investors that made the cut in anthropics series G GIC Coatue D.E. Shaw Ventures Dragoneer Founders Fund ICONIQ MGX Accel Addition Alpha Wave Global Altimeter AMP PBC Appaloosa LP Baillie Gifford Bessemer Venture Partners affiliated congrats to the select few investors that made the cut in anthropics series G GIC Coatue D.E. Shaw Ventures Dragoneer Founders Fund ICONIQ MGX Accel Addition Alpha Wave"  
[X Link](https://x.com/RagingVentures/status/2022125941603152352)  2026-02-13T01:49Z 57.4K followers, 27.2K engagements


"RT @negligible_cap: On todays episode of what will AI replace and cause a violent selloff in: Transportation / Logistics companies $RXO"  
[X Link](https://x.com/RagingVentures/status/2021979806968250396)  2026-02-12T16:08Z 57.3K followers, [--] engagements


"My trainer informed me that he's back in the trading business (using $SQ's Cash App) after a two-year hiatus. He's long $NVDA long $BTC long $AMC (because it has always been good to him) long $PLTR and he's trying to "swing trade" names like $VMEO & $HIMS"  
[X Link](https://x.com/RagingVentures/status/1773426507529990503)  2024-03-28T19:06Z 57.4K followers, 65.9K engagements


"For whatever little it is worth my biggest SaaS holdings are currently: $ESTC $WDAY $BILL $CXM and $PAR"  
[X Link](https://x.com/RagingVentures/status/2018791067966152969)  2026-02-03T20:57Z 57.4K followers, 11.9K engagements


"$CMCSA has shown some signs of life particularly after adding back the value of the $VSNT spin. I am peeling off some of these long-dated calls but am not touching the large common stock position I accumulated in H2 '25. I also recently purchased $CHTR. $WBD worked out quite nicely over the past two or so years although I was a little too quick to hedge out a lot of my position in the high teens. Focused on $CMCSA now been buying long dated out of the money [----] calls $WBD worked out quite nicely over the past two or so years although I was a little too quick to hedge out a lot of my position"  
[X Link](https://x.com/RagingVentures/status/2018793127864385831)  2026-02-03T21:06Z 57.4K followers, [----] engagements


"Totally agree with this. It's worth putting on your short seller hats. I was close to shorting $LZ and $WIX last week but sat on my hands. Who's next after $U $TRI et al I remember like [--] decades ago when every PM suddenly had to review each CUSIP for asbestos risk and dump any offenders. Today is day [--] of big funds seriously asking about AI risk. The selling is gonna get much worse before we bottom. No sense even thinking about bottom fishing https://t.co/jgblw6vBRL I remember like [--] decades ago when every PM suddenly had to review each CUSIP for asbestos risk and dump any offenders. Today"  
[X Link](https://x.com/RagingVentures/status/2018793606568608060)  2026-02-03T21:07Z 57.4K followers, 25.2K engagements


"Very nice $BILL Q: - Growth accelerated w/improved transaction metrics - Product dev is building steam & leveraging growing network effects - Tight cost controls suggest $BILL could soon enjoy $TOST-like op leverage break-out One can worry about competition with Ramp at the low end but Claude isnt going to build a two-sided payment network like $BILL. It is crazy the stock is down -33% in the past month. Cant wait for $BILLs large stock buyback to be back in the market https://twitter.com/i/web/status/2019567211132617004 https://twitter.com/i/web/status/2019567211132617004"  
[X Link](https://x.com/RagingVentures/status/2019567211132617004)  2026-02-06T00:21Z 57.4K followers, [----] engagements


"Whats the $MU EPS whisper for [--] / [--] Could they make $70 More With stock at $385 and $435 billion of market cap setup to be short seems to be coming soon. Cant see it trading for more than 5x peak. Thoughts"  
[X Link](https://x.com/RagingVentures/status/2019804039878455511)  2026-02-06T16:03Z 57.4K followers, 14K engagements


"Spent some time looking at $GLW last night. $100 billion market cap and 30x [--] EPS estimates. Are we really going to have to relearn [----] lessons"  
[X Link](https://x.com/RagingVentures/status/2019805028702413023)  2026-02-06T16:06Z 57.4K followers, [----] engagements


"RT @marginofdanger: $FPH announces deal with Blue Owl whereby Blue Owl receives warrants for 1% of $FPH at a $7/share price subject to inv"  
[X Link](https://x.com/RagingVentures/status/2021391817678389645)  2026-02-11T01:12Z 57.4K followers, [--] engagements


"RT @claudeai: Cowork is now available on Windows. Were bringing full feature parity with MacOS: file access multi-step task execution p"  
[X Link](https://x.com/RagingVentures/status/2021405648139976737)  2026-02-11T02:07Z 57.4K followers, [----] engagements


"RT @RihardJarc: A $GOOGL employee explains why TPU advantage works well only if you have bigger clusters of TPUs ( [----] or more ) and why"  
[X Link](https://x.com/RagingVentures/status/2021422170199773534)  2026-02-11T03:12Z 57.4K followers, [--] engagements


"My trainer discovered ChatGPT over the weekend. Loves it and is using it endlessly. Hasnt found memory or cooling stocks yet though. My trainer informed me that he's back in the trading business (using $SQ's Cash App) after a two-year hiatus. He's long $NVDA long $BTC long $AMC (because it has always been good to him) long $PLTR and he's trying to "swing trade" names like $VMEO & $HIMS. My trainer informed me that he's back in the trading business (using $SQ's Cash App) after a two-year hiatus. He's long $NVDA long $BTC long $AMC (because it has always been good to him) long $PLTR and he's"  
[X Link](https://x.com/RagingVentures/status/2021593178743111873)  2026-02-11T14:32Z 57.4K followers, [----] engagements


"@dissectmarkets Have not dug in lately but in general I view $MNDY as a simpler / less defensive use case thats marketing intensive. Even before AI it was very much about the marketing"  
[X Link](https://x.com/RagingVentures/status/2021798021508251876)  2026-02-12T04:06Z 57.4K followers, [---] engagements


"@ImNicklovinIt I think Anthropic will soon offer SMBs (for a nominal price) a comprehensive library of validated/secure software apps with an agentic front-end for customization"  
[X Link](https://x.com/RagingVentures/status/2021797398532456829)  2026-02-12T04:03Z 57.4K followers, [---] engagements


"RT @GavinSBaker: HBM DRAM DRAM NAND from a long term undersupply (longest to shortest) and China risk (lowest to highest) perspective"  
[X Link](https://x.com/RagingVentures/status/2021979944344228049)  2026-02-12T16:09Z 57.4K followers, [--] engagements


"$HUBS had really nice numbers last night. Bookings growth has now trended higher than revenue growth for six straight quarters allowing mgmt to hint that top line growth could re-accelerate back to 20% range. AI in near term is additive as Claude sits on top of $HUBS open solutions and is driving incremental demand for both new seats and incremental compute. $HUBS is also rapidly rolling out its own agentic solutions. Longer term question is whether Claude disintermediates $HUBS by becoming the new dominant workflow interface. This is possible but theres so many potential permutations. I"  
[X Link](https://x.com/RagingVentures/status/2022063828159115415)  2026-02-12T21:42Z 57.4K followers, [----] engagements


"@trackdalf A few deals: Early stage venture is tough luckily the government shares in the losers too. Recently wrote-off a health tech startup semiconductor investment and consumer franchise roll-up. https://ragingcapitalventures.com/venture-investments/ https://ragingcapitalventures.com/venture-investments/"  
[X Link](https://x.com/RagingVentures/status/2022129597069087020)  2026-02-13T02:03Z 57.4K followers, [---] engagements


"Wide-ranging 45-minute @CNBCPro chat today at the NYSE covering a variety of timely topics w/ @TheDomino including a recap of $SIVB the outlook for the banking sector and some long ( $SLGC $AWE.L ) and short ideas ( $COIN ). Thanks for having me CNBC CNBC Special Pro Talks: Investor who predicted the Silicon Valley Bank collapse gives his best bets https://t.co/cbTSY2k6n5 CNBC Special Pro Talks: Investor who predicted the Silicon Valley Bank collapse gives his best bets https://t.co/cbTSY2k6n5"  
[X Link](https://x.com/anyuser/status/1639411802629980163)  2023-03-24T23:40Z 57.3K followers, 246.6K engagements


"I outlined my $COIN short thesis on CNBC last week by arguing that $COIN is now essentially at war with the Federal Govt & its policy direction. Indeed it is likely that Gensler Yellen & the Biden Admin were all consulted before the Wells Notice was issued to $COIN. 1/2 Wide-ranging 45-minute @CNBCPro chat today at the NYSE covering a variety of timely topics w/ @TheDomino including a recap of $SIVB the outlook for the banking sector and some long ( $SLGC $AWE.L ) and short ideas ( $COIN ). Thanks for having me CNBC Wide-ranging 45-minute @CNBCPro chat today at the NYSE covering a variety of"  
[X Link](https://x.com/anyuser/status/1640392023524999170)  2023-03-27T16:35Z 57.3K followers, 177.4K engagements


"Well said Senator Sinema Senator Sinema in Senate Banking Committee Hearing March 28th [----] to Michael Barr Vice Chair of the Federal Reserve: "When people on Reddit and Twitter can spot bank mismanagement before the regulators something is terribly wrong." 🔥🔥🔥 🔊.🤣 https://t.co/Y9kps7roQT Senator Sinema in Senate Banking Committee Hearing March 28th [----] to Michael Barr Vice Chair of the Federal Reserve: "When people on Reddit and Twitter can spot bank mismanagement before the regulators something is terribly wrong." 🔥🔥🔥 🔊.🤣 https://t.co/Y9kps7roQT"  
[X Link](https://x.com/anyuser/status/1640868971036516353)  2023-03-29T00:10Z 57.3K followers, 39.8K engagements


"Its fine go buy stocks We can worry about rates recession and geopolitics next quarter"  
[X Link](https://x.com/anyuser/status/1641855566103314434)  2023-03-31T17:30Z 57.3K followers, 42.3K engagements


"The fiscal position of the U.S. is abysmal & deteriorating. Ideally the two parties will work out a grand bargain to rationalize spending while resetting entitlement adjustments to some fraction of CPI. This would allow the Fed to let inflation run a bit hotter while enabling the govt to naturally de-lever. However it is hard to be optimistic about the parties doing the right thing. So the question is: At what point do the bond vigilantes return to *force* a solution in Washington This seems like the most probable outcome of whats ahead with last years UK bond market temper tantrum serving as"  
[X Link](https://x.com/anyuser/status/1646328089444597761)  2023-04-13T01:42Z 57.3K followers, 80.1K engagements


"Jamie Dimon the best bank exec in the biz warning that now would be the time to fix it for those businesses investors etc. who are too exposed to floating rates or re-fi risk. He also says that some of the more exposed banks can take actions to remediate issues they may have going forward after earnings. This suggests that we will soon see capital raises (and/or asset sales) from the more exposed banks like $SCHW $PB and others I dont know who would buy $FRC equity but they certainly should try to sell as much as they can (Disclosure: Short $SCHW $PB $FRC)"  
[X Link](https://x.com/anyuser/status/1646964960902238213)  2023-04-14T19:53Z 57.3K followers, 142.4K engagements


"The recent SEC Complaint filed against crypto exchange Bittrex is a must-read and should scare the pants off of any $COIN holder. The SEC's regulatory framework is becoming clearer and intensifying. It appears $COIN will have a lot of work to do to become compliant. 1/2"  
[X Link](https://x.com/anyuser/status/1650644245517139968)  2023-04-24T23:33Z 57.3K followers, 106.1K engagements


"The Fed should man up and let the uninsured $FRC depositors take a haircut. Few bank failures have been more well-telegraphed. $FRCs mortgage loan book is going to be a political powder keg; avoiding a total bailout might sell better. And capitalism would be better served"  
[X Link](https://x.com/anyuser/status/1652849110225960961)  2023-05-01T01:35Z 57.3K followers, 77.7K engagements


"Endless brand new $TSLA car inventory parked at Princetons Quakerbridge Mall parking lot (dealership is the across Route 1). Ordinarily there are just a few rows of new cars parked here"  
[X Link](https://x.com/anyuser/status/1665074089176842241)  2023-06-03T19:12Z 57.3K followers, 155.9K engagements


"My wife and I went back to the well this past year heres our new little guy at six months. A little change of pace from our [--] other kids who are all teenagers. I am one lucky father a true blessing from God. Happy Fathers Day"  
[X Link](https://x.com/anyuser/status/1670416810414424064)  2023-06-18T13:02Z 57.3K followers, 71.5K engagements


"Just listening to anything Ken Griffin has said over the past few years has been very profitable. His analysis is lucid and straightforward and he has better information than almost anyone. Snippets of todays CNBC interview are floating around or you can access the full interview via CNBC Pro: https://www.cnbc.com/video/2023/09/14/pro-watch-cnbcas-full-interview-with-citadel-founder-ken-griffin.htmlqsearchterm=griffin "One of the big drivers of the rally has been the frenzy over generative AI" Citadel CEO Ken Griffin tells @SquawkStreet. "I'd like to believe that this rally has legs. I'm a"  
[X Link](https://x.com/anyuser/status/1702471171126546619)  2023-09-14T23:55Z 57.3K followers, 195K engagements


"I was at an off-the-record investor meeting last week that included numerous senior military and defense industry leaders. My biggest takeaway is that COVID exposed - and the Ukraine war has exacerbated - numerous weaknesses in the U.S. defense industry supply chains which all parties are now scrambling to improve. The lack of labor availability and many lost skills/capabilities due to chronic outsourcing for so many years makes this a difficult task. The ship is slowly turning but it is a big ship. In short the U.S. needs to rebuild its industrial base. I dont see how this isnt incredibly"  
[X Link](https://x.com/anyuser/status/1712542079623246179)  2023-10-12T18:53Z 57.3K followers, 65.4K engagements


"Love or hate Brian Roberts and $CMCSA but the 17-year average duration of their debt with a 3.6% interest rate that is 97% fixed rate is like a Monet painting of Philadelphia"  
[X Link](https://x.com/anyuser/status/1717665738670948498)  2023-10-26T22:13Z 57.3K followers, 27.8K engagements


"This fireside chat with @GavinSBaker Bill Gurley and Antonio Gracias is a must-listen. Great discussion about the evolution of AI venture capital Elon Musk the future of the data center and more. https://youtu.be/MWE5LsO62wAsi=9fviR-MW1BUvWbJI https://youtu.be/MWE5LsO62wAsi=9fviR-MW1BUvWbJI"  
[X Link](https://x.com/anyuser/status/1753949684932940154)  2024-02-04T01:12Z 57.3K followers, 34.4K engagements


"@NicheDown @pitdesi The one-two punch of combining Apples premium brand with a $3000+ price point creates a lot of mystique and desire"  
[X Link](https://x.com/anyuser/status/1757571773992779798)  2024-02-14T01:05Z 57.3K followers, 14.5K engagements


"A contact of mine who runs a venture portfolio for a roughly $1 b family office shared with me that they are facing a capital crunch due to: 1) too many illiquid investments; 2) too many commitments to funds who make illiquid investments; 3) a lack of a realizations from said funds; and 4) news that JP Morgan ne First Republic is not willing to renew the credit line (with no other banks stepping in to fill the void) that theyve been using to fund commitments in the interim. This is obviously an extreme example but I thought it was interesting"  
[X Link](https://x.com/anyuser/status/1758573059361968613)  2024-02-16T19:24Z 57.3K followers, 194.3K engagements


"I can't believe I'm actually logging into a livestream for $GME from some guy named Roaring Kitty"  
[X Link](https://x.com/anyuser/status/1799109046274039870)  2024-06-07T15:59Z 57.3K followers, 30.8K engagements


"Teddy Roosevelt blocked or broke up the railroad tobacco and oil trusts Biden has now succeeded in blocking consolidation in the accessible luxury handbag market"  
[X Link](https://x.com/anyuser/status/1849556136510337400)  2024-10-24T20:58Z 57.3K followers, 24.9K engagements


"ChatGPT Plus increased my investment research productivity by 20-30%. ChatGPT Pro which Im still learning to use has quickly led to a 100%+ step function improvement in productivity. Financial modeling and expert/qualitative research calls aside ChatGPT Pro is already better than most hedge fund caliber analysts"  
[X Link](https://x.com/anyuser/status/1892758763607904684)  2025-02-21T02:10Z 57.3K followers, 163.2K engagements


"@typesfast This was in the Bermuda news back in March when I visited:"  
[X Link](https://x.com/anyuser/status/1909402872912953615)  2025-04-08T00:28Z 57.3K followers, 14.2K engagements


"I don't buy the argument that Trump is playing 4D tariff chess. Trump and his team failed to think through their plan in advance & let bravado get the better of them. At least Trump partly course corrected but the US is now clearly in a weaker negotiating position. If I were Mr. President Id announce that the 10% general tariff will be phased in over [--] months 2.5% a quarter. I would delay any additional more punitive tariffs for [--] months to provide time for negotiations. On China I would hold the line and maintain the current 20% If I were Mr. President Id announce that the 10% general"  
[X Link](https://x.com/anyuser/status/1910082177812877758)  2025-04-09T21:27Z 57.3K followers, 34.8K engagements


"$PLTR reminds me of when $NFLX first became worth more than $DIS and the other legacy studios. The valuation of $NFLX made no sense at the time but investors saw the future and were willing to provide Netflix with cheap capital creating a virtuous and self-fulfilling cycle. The same is true today with $PLTR now being worth more than $LMT or $RTX. Anduril will soon follow along with many other emerging Defense Techs. This is the future (hopefully enabling continued U.S. hegemony); legacy defense companies are effectively jumping the shark Short sellers often struggle to understand this"  
[X Link](https://x.com/anyuser/status/1919919447504257254)  2025-05-07T00:57Z 57.3K followers, 74.8K engagements


"Maybe it is as simple as $UNH just needs to reprice its insurance policies and earnings power will immediately rebound. Thats how insurance businesses typically work. The short seller in me though wonders if Luigi was (philosophically) onto something and that they were indeed repressing claim payouts in recent years. Now that there is intense scrutiny it will be hard to return to that old behavior. Also government budgets are stressed and it is hard to see how policy makers will allow corporations like $UNH to over-earn in programs like Medicare Advantage. Repricing likely wont be simple as"  
[X Link](https://x.com/anyuser/status/1950637859871817795)  2025-07-30T19:21Z 57.3K followers, 34.3K engagements


"Ackman on the prowl for a $1-2 b insurance acquisition at $HHH outlines Buffetts unique approach"  
[X Link](https://x.com/anyuser/status/1954332386570744257)  2025-08-10T00:02Z 57.3K followers, 116.4K engagements


"Where were all of the Banana Republic tweets when Senators Warren & Brown claimed the scalp of Fed Vice Chair and Trump appointee Rich Clarida in January [----] Biden nominated Lisa Cook to the Fed Board on the same day that Clarida was forced to resign due to perceived personal trading conflicts. Lisa Cook who Trump is now terminating for cause due to alleged mortgage fraud was previously known for her Berkeley PhD academic work on the Russian economy African American patent rates and the Idea Gap in Pink and Black. Fed Bank Presidents Kaplan and Rosengren also had to resign in the same"  
[X Link](https://x.com/anyuser/status/1960166837658022003)  2025-08-26T02:26Z 57.3K followers, 31K engagements


"Interesting podcast covering @orrdavid's $ORR ETF ambitions. Also David kindly gave me a shout out around minute [--]. https://youtu.be/yDrvvqDI1-ssi=Ii2g3tNvybvJLwbE https://youtu.be/yDrvvqDI1-ssi=Ii2g3tNvybvJLwbE"  
[X Link](https://x.com/anyuser/status/1980718578283475075)  2025-10-21T19:31Z 57.3K followers, [----] engagements


"This market is running so hot Im embarrassed to pitch my old school bread and butter value ideas. Contrarian and deep value is out A sign of the times"  
[X Link](https://x.com/anyuser/status/1983692685790658716)  2025-10-30T00:29Z 57.3K followers, 18.6K engagements


"We usually share a list of our favorite January Effect tax loss ideas but not this year. Frankly the lineup of potential ideas was fairly short and not that compelling unless one wants to bet against the proliferation of GLP-1s or on a quick bounceback in housing or consumer spending. Maybe next year https://twitter.com/i/web/status/2006563444950978708 https://twitter.com/i/web/status/2006563444950978708"  
[X Link](https://x.com/RagingVentures/status/2006563444950978708)  2026-01-01T03:09Z 57.3K followers, [----] engagements


"$PSK.TO announces 100% increase in its Q div to [--] cent (CAD) annualized or 5% annualized. The overall payout ratio should remain solidly below 50% and $PSK has paid down $270 mm in debt in [--] (net debt now $365 mm). Leasing activity remains robust good for future royalties. $PSK.TO w/ big Q2 thanks to growth in oil volumes and new drilling activity. [---] rigs are now active on their acreage good for future growth. Div payout at 18% is still low but $PSK says "lots of room" for increases. Has reduced debt by $180 mm CAD ytd. See thread for thesis. $PSK.TO w/ big Q2 thanks to growth in oil"  
[X Link](https://x.com/RagingVentures/status/1584703676312346624)  2022-10-25T00:29Z 57.4K followers, [--] engagements


"Investment banker told me Friday that the current cost of debt for mid-market private equity deals is around SOFR+750 bps or just under 12%. This assumes roughly 50% equity down"  
[X Link](https://x.com/RagingVentures/status/1614404711129534464)  2023-01-14T23:30Z 57.3K followers, 381.9K engagements


"$SIVB's big problems are with its HTM portfolio The bank basically increased its security portfolio by 700% at a generational TOP in the bond market buying $88 b of mostly 10+ year mortgages with an average yield of just 1.63% at Sept 30th. Oops 4/10"  
[X Link](https://x.com/RagingVentures/status/1615826092782243840)  2023-01-18T21:38Z 57.3K followers, 311K engagements


"On top of this due to the Fed's interest rate hikes $SIVB is seeing accelerating deposit outflows (-6.5% ytd) a mix shift away from non-interest accounts and skyrocketing interest costs (money markets now yield 4%). Also $SIVB's venture clients are burning cash 6/10"  
[X Link](https://x.com/RagingVentures/status/1615826095911362560)  2023-01-18T21:38Z 57.3K followers, 182.7K engagements


"The risk for $SIVB is that deposit outflows accelerate at such a pace that it is forced to either raise equity capital and/or sell down its HTM securities portfolio thus realizing substantial losses. You can bet that $SIVB is praying for a Fed pivot 8/10"  
[X Link](https://x.com/RagingVentures/status/1615826098603925517)  2023-01-18T21:38Z 57.3K followers, 335.4K engagements


"As a friend of mine just pointed out $SIVB is a business-focused bank so the bulk of the deposits are not FDIC insured. This is not a retail bank. That could create some very interesting political dynamics if a govt bailout or backstop is necessary"  
[X Link](https://x.com/RagingVentures/status/1634022090901782529)  2023-03-10T02:43Z 57.3K followers, 143.3K engagements


"Holy cow that was quick. Im in shock. A blitzkrieg bank run. An IOU for depositors and zilch for shareholders. $SIVB"  
[X Link](https://x.com/RagingVentures/status/1634242525098831872)  2023-03-10T17:19Z 57.3K followers, 221.7K engagements


"The game is afoot. If youre a hedge fund analyst youre spending the weekend trying to figure out who else is at risk. Prime targets: Banks with significant losses in their held-to-maturity portfolios & high levels of uninsured deposits. And of course $COIN & crypto"  
[X Link](https://x.com/RagingVentures/status/1634612097953976320)  2023-03-11T17:47Z 57.3K followers, 480K engagements


"My understanding is that the govt is now offering inducements to try to get a $SIVB sale done. I would prefer to see that vs. a blanket backstop (socialization) of deposits above $250k which would undermine the free market and create moral hazards"  
[X Link](https://x.com/RagingVentures/status/1634753963059818496)  2023-03-12T03:11Z 57.3K followers, 252K engagements


"Was told $SIVB would sometimes offer loans to money-losing startups at mid-single digit interest rates whereas competing lender rates were often in the teens Maybe it wasnt just the long-dated mortgages that were the problem"  
[X Link](https://x.com/RagingVentures/status/1640829748380041217)  2023-03-28T21:34Z 57.3K followers, 62.5K engagements


"China observations from a friend who just spent a month there: - Economy is improved but not robust. Younger folks are spending with no worries; older generation is hoarding due to geopolitical and job loss worries. - Border with Hong Kong is fairly wide open. - High speed train system connecting key cities in South China and Hong Kong is remarkable and driving development and growth. - Govt has many controls over real estate pricing but in general tier one cities have seen -15% or so pricing declines. Demand is anemic elsewhere. - Export businesses are aggressively expanding offshore with"  
[X Link](https://x.com/anyuser/status/1651291874387165200)  2023-04-26T18:27Z 57.3K followers, 50.3K engagements


"Played golf today with a commercial real estate lending broker thats focused on the NY/NJ/PA/CT markets. Says he does biz with over 80+ banks many of them local. Today only about 10% of these banks are actively lending. Everyone else paused lending after $SIVB. 1/3"  
[X Link](https://x.com/anyuser/status/1661800728384491521)  2023-05-25T18:25Z 57.3K followers, 88.3K engagements


"A friend who is running a generative AI start-up told me that $GOOGL is likely to have an edge in maintaining access to content to train its AI models because publishers wont want to opt out of the Google search engine. OpenAI and Bing dont have this same carrot / stick"  
[X Link](https://x.com/RagingVentures/status/1681733896793145346)  2023-07-19T18:33Z 57.3K followers, 37.8K engagements


"From Jeffries via Doug Kass: The spread of hedge fund longs vs. shorts is -11.5% over two days. That's the second worst stretch over the last ten years. The only worse period was January [----] when GME was +353% in two days (long/short spread was -18% over two days). To the extent it's useful that unwind was brief and the long/short spread rallied 30% over the next month. Anyhow given that unwind was largely driven by one stock (whereas this move is more broad-based) I think there is logic to excluding it from the dataset. So I think it's fair to call this the most painful two-day stretch for"  
[X Link](https://x.com/RagingVentures/status/1735424958451380553)  2023-12-14T22:22Z 57.3K followers, 85.8K engagements


"Thank you @BillAckman for having the guts to stand up in the public eye against these Marxist agendas such as DEI. We all need to do our part too to stop this nonsense - speak up in the board room go to the school board meeting contact your alma mater et al. Get involved"  
[X Link](https://x.com/RagingVentures/status/1745812044236931229)  2024-01-12T14:16Z 57.3K followers, 20.7K engagements


"$LBTYA / $LBTYK is one of my favorite ideas and also timely with the potential to double in value if mgmt plays their cards right. The shares are likely to attract attention when the company outlines its plan to unlock value when it reports Q4 earnings in late Feb (I've shared my value blueprint below). Liberty Global is a converged operator of broadband & wireless networks in Europe including leading positions in the U.K. (Virgin Media [--] - 50% JV) Switzerland (Sunrise) Netherlands (VodafoneZiggo - 50% JV) Belgium (Telenet) and Ireland (Virgin). Despite buying back 70% of its shares in"  
[X Link](https://x.com/RagingVentures/status/1749613717413662731)  2024-01-23T02:03Z 57.3K followers, 68.1K engagements


"Made the kids listen to the $NVDA earnings call on the way to school this morning. Reminded them that despite all of the negative media headlines about partisanship inflation culture et al a new Industrial Revolution is underway and it was born right here in the USA"  
[X Link](https://x.com/RagingVentures/status/1760654685264920718)  2024-02-22T13:16Z 57.3K followers, 54.4K engagements


"My family and I were blessed this week with a healthy and beautiful new baby girl our fifth Martin child Weve been through this before yet it is more amazing and awe-inspiring than ever. God is good"  
[X Link](https://x.com/RagingVentures/status/1803945437176697274)  2024-06-21T00:18Z 57.3K followers, 23.4K engagements


"2025 JANUARY EFFECT STOCK IDEAS One of my favorite pastimes is searching for ideas during tax loss selling season. There are a number of compelling ideas this year particularly in mid-cap land despite the market's strong returns. Here's a few that I own right now: 1/10"  
[X Link](https://x.com/RagingVentures/status/1874200696289190123)  2024-12-31T21:07Z 57.3K followers, 80.1K engagements


"I will share some examples over the weekend"  
[X Link](https://x.com/RagingVentures/status/1892764187165626378)  2025-02-21T02:32Z 57.3K followers, 16.4K engagements


"Im optimistic that Trump is the best thing that could have happened for statist economies like Canada UK and Germany. They hate Trump but they need to wake up - economically militarily and energy-wise. Im actually more bullish on international stocks as I think USD is overvalued and US markets are super expensive and I think Trump could break the logjam in some of these places. Maybe Germany starts to course correct this weekend My thoughts from December:"  
[X Link](https://x.com/RagingVentures/status/1893120905829851291)  2025-02-22T02:09Z 57.3K followers, 43.6K engagements


"Remember when Biden slow-rolled the military aid and HIMARs to Ukraine in [----] setting back the Ukrainian offensive when Russia was on its heels Or when Biden failed to enforce the Russian oil sanctions for political convenience (while also allowing Iran to evade oil sanctions thus ultimately setting the Middle East on fire as well) Or when Biden cut off new LNG export facility approvals making the U.S. an unreliable energy supplier to Europe Or when Biden didnt allow Ukraine to use long range missiles until AFTER the election Be careful of the current narratives of the media and the"  
[X Link](https://x.com/RagingVentures/status/1895673344554303842)  2025-03-01T03:11Z 57.3K followers, 25.2K engagements


"Market down 4-5% tomorrow"  
[X Link](https://x.com/RagingVentures/status/1907530838654202114)  2025-04-02T20:29Z 57.3K followers, 31.1K engagements


"If I were Mr. President Id announce that the 10% general tariff will be phased in over [--] months 2.5% a quarter. I would delay any additional more punitive tariffs for [--] months to provide time for negotiations. On China I would hold the line and maintain the current 20% tariff and still phase in the 10% general tariff on top of that. I think this would serve to settle the market and give businesses time to adapt but put everyone on notice that I am serious and also not drive renewed market exuberance. Unfortunately there will be continued pain from decoupling with China but businesses have"  
[X Link](https://x.com/RagingVentures/status/1909032790357581830)  2025-04-06T23:57Z 57.3K followers, 54.5K engagements


"Trump isnt thinking big enough: He should push to end the Federal Reserve altogether. The Fed is a central planning vehicle with the most dismal of track records - including inflating the housing bubble that led to the GFC and implementing ZIRP which enabled politicians to send government budgets over the cliff. Let the market price risk credit and interest rates"  
[X Link](https://x.com/RagingVentures/status/1945631617407394271)  2025-07-16T23:48Z 57.3K followers, 44.4K engagements


"This is a great letter from @hkuppy that really spoke to me as a former hedge fund manager. It is a very transparent assessment of his recent challenges and mistakes followed by a lucid outline of the adjustments he is making to get back to basics. Also some thoughtful takes on the current market environment. Its very much worth a read and a re-read. Praetorian's Q2 [----] Investor Letter is here: https://t.co/mVDGm1oylb Follow us @praetoriancap for more updates. https://t.co/Bf1PC37YZo Praetorian's Q2 [----] Investor Letter is here: https://t.co/mVDGm1oylb Follow us @praetoriancap for more"  
[X Link](https://x.com/RagingVentures/status/1955006086152376605)  2025-08-11T20:39Z 57.3K followers, 99.4K engagements


"Have been on the wrong side of $ORCL even with some adept trading. Shocked to see the move today reminds me of [----]. Kudos to Ellison although I am skeptical of the revenue quality of the AI cloud bookings. After all it seems like Satya $MSFT walked away from the OpenAI opp. Also $ORCLs balance sheet isnt great and the business has significant capex needs. Will Ellison come to market to raise money or use his currency in other ways"  
[X Link](https://x.com/RagingVentures/status/1965860668147413106)  2025-09-10T19:31Z 57.3K followers, 28.2K engagements


"The party feels like it is getting a little long in the tooth was busy shorting $BE $QS $PL $IREN $INTC $QBTS and $RGTI today. High octane. Wish me luck"  
[X Link](https://x.com/RagingVentures/status/1974195542290018730)  2025-10-03T19:31Z 57.3K followers, 60.7K engagements


"I didnt realize natural gas guru John Arnold is now on the board of $META Maybe totally inadvertently but Meta is positioning their data centers continually at the top of the pipe or ahead of busy meter stations. Latest announcement is off El Paso system ahead of all Cali exports. Hyperion has like [--] long-haul pipe options. Pembina one is at the top https://t.co/eFNMiGXDDW Maybe totally inadvertently but Meta is positioning their data centers continually at the top of the pipe or ahead of busy meter stations. Latest announcement is off El Paso system ahead of all Cali exports. Hyperion has"  
[X Link](https://x.com/RagingVentures/status/1978800211376906424)  2025-10-16T12:28Z 57.3K followers, 75.9K engagements


"My oldest sons dividend stock portfolio on Robin Hood which is currently yielding 46% is almost entirely compromised of YieldMax-type single-stock ETFs that write covered calls on the likes of $PLTR and $MSTR"  
[X Link](https://x.com/RagingVentures/status/1982976132770316405)  2025-10-28T01:02Z 57.3K followers, 67K engagements


"Not to pick on this idea as it came from one of the best investors I know but I was recently pitched long $HON a $135 billion market cap company due to its 55% stake in Quantinuum a hot quantum startup that was last valued around $10 billion. This reminded me of the late 90s when value guys started pitching long railroads and utilities because they were going to run fiber down their right-of-ways (a safe way to play the telecom boom). It worked for the Anschutz family (Qwest Communications) but it ended up being pretty late cycle for everyone else"  
[X Link](https://x.com/RagingVentures/status/1983694806330048982)  2025-10-30T00:37Z 57.3K followers, 30.7K engagements


"Silicon Valley Bank $SIVB reports earnings tomorrow Investors have rightfully been fixated on $SIVB's large exposure to the stressed venture world with the stock down a lot. However dig just a little deeper and you will find a much bigger set of problems at $SIVB. 1/10"  
[X Link](https://x.com/RagingVentures/status/1615826088038473733)  2023-01-18T21:38Z 57.4K followers, 4M engagements


"$SIVB rode the VC boom like a champ Deposits grew from $61 b at Q4 '19 to $189 b at Q4 '21. Interest rates were so low these deposits were like free money (25 bps avg. cost). 2/10"  
[X Link](https://x.com/RagingVentures/status/1615826089456148491)  2023-01-18T21:38Z 57.4K followers, 339K engagements


"$SIVB's HTM securities had mark-to-market losses as of Q3 of $15.9 b.compared to just $11.5 b of tangible common equity Luckily regulators do not force $SIVB to mark HTM securities to market. But the bank would be functionally underwater if it were liquidated today. 5/10"  
[X Link](https://x.com/RagingVentures/status/1615826094271217664)  2023-01-18T21:38Z 57.4K followers, 322.9K engagements


"$SIVB announces $1.75 b common stock and $500 mm preferred stock offerings as it tries to shore up its balance sheet. It also sold most of its $21 b "available for sale" securities portfolio resulting in -$1.8 b in after-tax losses for Q1 [----]. These were likely necessary steps as rising funding costs & ongoing deposit run-off create huge headwinds. The elephant in the room remains the roughly -$16 b in unrealized losses in its "held to maturity" portfolio. $SIVB would be insolvent if they were forced to realize these losses (and if they sell *any* of the HTM securities they must mark them"  
[X Link](https://x.com/RagingVentures/status/1633579167529725956)  2023-03-08T21:23Z 57.4K followers, 484.3K engagements


"Have not been sleeping well on this datapoint from $MCD last week $MCD saw roughly double digit yoy declines in traffic from low and middle income consumers in Q1. This is pre-Liberation Day and before student loan collections restarted"  
[X Link](https://x.com/RagingVentures/status/1919912288611430834)  2025-05-07T00:28Z 57.4K followers, 45.3K engagements

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