[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.] #  @Reignots AuxReignots AuxReignots posts on X about $bolpa, $boivf, $umgas, ai the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::1695520805218611201/interactions)  - X Week XXXXXX -XX% - X Month XXXXXXXXX +500% - X Months XXXXXXXXX +2,780% - X Year XXXXXXXXX +572% ### Mentions: XX [#](/creator/twitter::1695520805218611201/posts_active)  - X Week XX -XX% - X Month XXX -XX% - X Months XXX +257% - X Year XXX +429% ### Followers: XXXXX [#](/creator/twitter::1695520805218611201/followers)  - X Week XXXXX +2.60% - X Month XXXXX +8% - X Months XXXXX +270% - X Year XXXXX +816% ### CreatorRank: XXXXXXX [#](/creator/twitter::1695520805218611201/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) XXXXX% [finance](/list/finance) XXXXX% [technology brands](/list/technology-brands) XXXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% [fashion brands](/list/fashion-brands) XXXX% [currencies](/list/currencies) XXXX% [social networks](/list/social-networks) XXXX% [automotive brands](/list/automotive-brands) XXXX% [travel destinations](/list/travel-destinations) XXXX% **Social topic influence** [$bolpa](/topic/$bolpa) #1, [$boivf](/topic/$boivf) #1, [$umgas](/topic/$umgas) #1, [ai](/topic/ai) 7.35%, [sony](/topic/sony) 7.35%, [$6758t](/topic/$6758t) 7.35%, [$unvgy](/topic/$unvgy) #1, [bearish](/topic/bearish) #586, [$glxy](/topic/$glxy) #2, [$odetpa](/topic/$odetpa) #2 **Top accounts mentioned or mentioned by** [@ballerbrand88](/creator/undefined) [@callsputs1](/creator/undefined) [@nicequarterguys](/creator/undefined) [@specsitscapmgmt](/creator/undefined) [@clarksquarecap](/creator/undefined) [@foxcastlehold](/creator/undefined) [@parikpatelcfa](/creator/undefined) [@tidefallcapital](/creator/undefined) [@ritzeradam](/creator/undefined) [@jarvisbest](/creator/undefined) [@grok](/creator/undefined) [@taylorswift13](/creator/undefined) [@east72dynasty](/creator/undefined) [@polymarket](/creator/undefined) [@kalshi](/creator/undefined) [@jazontrader](/creator/undefined) [@bichonredux](/creator/undefined) [@sophoninvest](/creator/undefined) [@katseyeworld](/creator/undefined) [@gwynethpaltrow](/creator/undefined) **Top assets mentioned** [Galaxy Digital Inc. (GLXY)](/topic/$glxy) [CoreWeave, Inc. (CRWV)](/topic/$crwv) [Landstar System Inc (LSTR)](/topic/$lstr) [Gapcoin (GAP-1)](/topic/$gap) [Novartis AG (NVS)](/topic/$nvs) [Spotify Technology (SPOT)](/topic/$spot) [NuCypher (NU)](/topic/$nu) [Interlay (INTR)](/topic/$intr) [Lululemon Athletica Inc (LULU)](/topic/$lulu) [Chipotle Mexican Grill, Inc. (CMG)](/topic/$cmg) [Target Corporation (TGT)](/topic/$tgt) [Brown-Forman Corporation Class B (BF.B)](/topic/$bfb) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Deckers Outdoor, Corp. (DECK)](/topic/$deck) [Hormel Foods Corp (HRL)](/topic/$hrl) [Tesla, Inc. (TSLA)](/topic/$tsla) [Danaher Corporation (DHR)](/topic/$dhr) [Thermo Fisher Scientific Inc. (TMO)](/topic/$tmo) [VERAsity (VRA)](/topic/$vra) [American Eagle Outfitters (AEO)](/topic/$aeo) [DigitalBridge Group, Inc. (DBRG)](/topic/$dbrg) [Amgen, Inc. (AMGN)](/topic/$amgn) [AbbVie Inc (ABBV)](/topic/$abbv) [Merck & Co., Inc. (MRK)](/topic/$mrk) [Pfizer, Inc. (PFE)](/topic/$pfe) [Biogen Inc (BIIB)](/topic/$biib) [Eli Lilly and Company (LLY)](/topic/$lly) [Novo-Nordisk (NVO)](/topic/$nvo) [Synthetify (SNY)](/topic/$sny) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Warby Parker Inc. (WRBY)](/topic/$wrby) ### Top Social Posts Top posts by engagements in the last XX hours "Monster updatemulti-billion potential if true $DGXX" [X Link](https://x.com/Reignots/status/1998132691674530273) 2025-12-08T20:48Z 1446 followers, 1234 engagements "$UMG.AS UMG upgrade from Citi" [X Link](https://x.com/Reignots/status/1965200742765265040) 2025-09-08T23:49Z 1425 followers, XXX engagements "$KER.PA $PPRUY bu far the worst positioned luxury house also showing plenty of bottoming signs in business and stock been ripping - more positive reads for $LUXE and more proof they scooped YNAP at the dead lows" [X Link](https://x.com/Reignots/status/1981028091766915216) 2025-10-22T16:01Z 1434 followers, 5367 engagements "$UMG.AS $UNVGY subscription rev +8.7% vs. consensus +8.3%. Not sure any other number matters but revs XXX% ahead and margin expanded 0.4%. Doesnt seem bearish and seems like Streaming XXX ARPU starting to inflect" [X Link](https://x.com/Reignots/status/1983939819647467667) 2025-10-30T16:51Z 1436 followers, XXX engagements "@Aureliusltd28 If you like $NU you will love $INTR. Same growth more diversified much lower multiple" [X Link](https://x.com/Reignots/status/1989506866976534567) 2025-11-15T01:32Z 1436 followers, XXX engagements "Commentary from $GLXY at MS Powering AI conf: X tranches of upcoming approvals (0.8 XXX XXX GW respectively) Clayco as contractor managing 1000+ workers onsite. Confident in $CRWV underwriting. Maintaining $36-$48 PT" [X Link](https://x.com/Reignots/status/1996738048797573469) 2025-12-05T00:27Z 1423 followers, 10.2K engagements "@rfkenmore La Marzocco for the connoisseurs Jura for the peasants" [X Link](https://x.com/Reignots/status/1997327301902565722) 2025-12-06T15:28Z 1419 followers, 1195 engagements "Small but ongoing buybacks at Bollore last week in addition to Odet and Vivendi buys $BOL.PA $ODET.PA $VIV.PA $BOIVF" [X Link](https://x.com/Reignots/status/1828101152300581190) 2024-08-26T16:04Z 1441 followers, 1761 engagements "Tariffs about to be ruled illegal and refunded while the whole street got structurally bearish the consumer. Lower court circuit all ruled against and Amy Barrett against on her book tour. I own $GAP $LSTR snd a few others to position for this. One of the most contrarian trades" [X Link](https://x.com/Reignots/status/1986101802983620856) 2025-11-05T16:02Z 1441 followers, 3145 engagements "If you don't think Novartis $NVS Roche $RHHBY Lonza $LZAGY are all scrambling to open new pharma plants in the US and booking for machines from $RPID $DHR $TMO etc. - you probably shouldn't be in this game" [X Link](https://x.com/Reignots/status/1989333634525069678) 2025-11-14T14:04Z 1442 followers, 1327 engagements "Been radio silent from the fossil moron $BOIVF $BOL.PA holders since sell-off started - maybe we are finally at the point when Vincent comes with an unexpected tender or simplification offer to put that $5B EUR to work. Europoors stay poorin 🤡" [X Link](https://x.com/Reignots/status/1953232985567969715) 2025-08-06T23:13Z 1444 followers, 1033 engagements "So are we like so so back fellow Bollore bag holders $BOL.PA $ODET.PA $UNVGY $UNGNF $BOIVF $UMG.AS @taylorswift13 @East72Dynasty @SpecSitsCapMgmt @FoxCastlehold" [X Link](https://x.com/Reignots/status/1955790120390681010) 2025-08-14T00:34Z 1441 followers, 2184 engagements "Even though pop sensation #KPOPDEMONHUNTERS is distributed by Sony Pictures the very catchy and high-performing album is distributed by UMGs Republic Records. Do we have hope x2 fellow Bollore and UMG $BOL.PA $UMG.AS bag holders @SpecSitsCapMgmt @FoxCastlehold @East72Dynasty" [X Link](https://x.com/Reignots/status/1957973514616496522) 2025-08-20T01:10Z 1444 followers, 1514 engagements "It's absolutely comical to me how shittily UMG $UMG.AS $UMGNF (and transitively Bollore $BOL.PA $BOIVF) trades with KPDH absolutely crushing the charts especially when so much high-margin merchandise revenues are coming their way. Do people think Sony owns this And not realize the Hybe/JYP/SM distribution agreements give UMG a global monopoly on kpop" [X Link](https://x.com/Reignots/status/1965160843370213472) 2025-09-08T21:10Z 1444 followers, 6740 engagements "It's absolutely comical to me how shittily UMG $UMG.AS $UMGNF (and transitively Bollore $BOL.PA $BOIVF) trades with KPDH absolutely crushing the charts especially when so much high-margin merchandise revenues are coming their way. Do people think Sony owns this And not realize the Hybe/JYP/SM distribution agreements give UMG a global monopoly on kpop" [X Link](https://x.com/Reignots/status/1965160871451410505) 2025-09-08T21:10Z 1444 followers, 1424 engagements "Immediately catches an upgrade 🤔 $UMG.AS $UMGNF $BOL.PA $BOIVF (full value is like XX EUR on Bollore fwiw if they ever unwind this shit control loop bullcrap)" [X Link](https://x.com/Reignots/status/1965193995157635579) 2025-09-08T23:22Z 1444 followers, 1069 engagements "Bollore $BOL.PA relative underperformance to its own proxy $ODET.PA and its main value constituents $UMG.AS and $VIV.PA is comical - on the order of 20-50% over the last X years. Vincent and his little bastards are gunning for the squeeze-out; the reversion will be explosive" [X Link](https://x.com/Reignots/status/1965399978110865546) 2025-09-09T13:00Z 1444 followers, 4357 engagements "I have to say Bollore $BOL.PA $BOIVF is trading in recent days like a capital announcement coming. Could be a pre $UMG US listing move but the cash pile with the sell-down is going to be upper single digit billions. If they tender at 2023 offer ($7 todays FX) thats a XX% gap-up. 🤷" [X Link](https://x.com/Reignots/status/1973528667419549739) 2025-10-01T23:21Z 1444 followers, 1113 engagements "The fact $BOL.PA $BOIVF was down X% in EU hours when X irrelevant units worth X% of NAV was down XX% in revs (one of which is commodity driven so margins stable) and needed early US traders to push back towards unch at XX% discount to NAV proves Europeans are retarded" [X Link](https://x.com/Reignots/status/1981715733122859178) 2025-10-24T13:33Z 1444 followers, 1378 engagements "How can one be comfortable shorting $UMG.AS $UNVGY - a royalty business - at 19x 2027 P/E with the mother of all global boy band comebacks The fat margin merch sales alone is going to rip consensus estimates up XX% $BOL.PA $BOIVF" [X Link](https://x.com/Reignots/status/1982581196518551655) 2025-10-26T22:52Z 1444 followers, 1665 engagements "H/T @ClarkSquareCap for noting this shitco Vera Bradley $VRA is putting its HQ on the market for a sale-leaseback for $30MM having started the day at $55MM market cap - up XX% now" [X Link](https://x.com/Reignots/status/1983196362847203541) 2025-10-28T15:37Z 1442 followers, 11.4K engagements "Landstar $LSTR did well considering the 11th quarter of weak trucking macro in 3Q2025. Declines in autos consumer durables building products etc. are all massive coiled springs into rate cuts/1Q2026 tax rebates. Electrical +23% along with other AI categories. Coiled spring" [X Link](https://x.com/Reignots/status/1983279764459925614) 2025-10-28T21:08Z 1441 followers, XXX engagements "Daddy Jensen and Mommy Colette are donkey punching failed value investor @michaeljburry with a library of rebuttals and saying the man cant do RSU taxes because employees of his shitcos dont know what capital appreciation is 💀" [X Link](https://x.com/Reignots/status/1992753682991952072) 2025-11-24T00:34Z 1442 followers, XXX engagements "We are so early on $GAP - wait until you figure out how much IEEPA tariff refunds are (and clothes aint national security enough for Sec 232)" [X Link](https://x.com/Reignots/status/1993759710021886102) 2025-11-26T19:12Z 1442 followers, XXX engagements "So if Masa can see the obvious latent potential in $DBRG how long before someone with deep pockets figures out the even larger potential in $GLXY and $DGXX" [X Link](https://x.com/Reignots/status/1996987534841192699) 2025-12-05T16:58Z 1442 followers, 2380 engagements "@fede_intern @Polymarket @Kalshi Crypto native will win no question" [X Link](https://x.com/Reignots/status/1998409672215396583) 2025-12-09T15:09Z 1442 followers, XXX engagements "@jazontrader @VDIfied My base case is he gets over XX% and this gets taken out for low-mid $20s - he gets to steal $10+ of cash and all the prime Beijing real estate inside of Ring X for free" [X Link](https://x.com/Reignots/status/1998474877116744170) 2025-12-09T19:28Z 1442 followers, XX engagements "Somehow $SPOT testing price tiers and embracing Streaming XXX will be bearish for $UMG.AS and somehow even more bearish for $BOL.PA $BOIVF tomorrow 🤡" [X Link](https://x.com/Reignots/status/1989104493510946826) 2025-11-13T22:54Z 1446 followers, XXX engagements "Wait a goddamn minute @ParikPatelCFA" [X Link](https://x.com/Reignots/status/1992424959860457479) 2025-11-23T02:48Z 1446 followers, 1.2M engagements "I missed the 20K shares of Cambodge $CBDG.PA that traded last Thursday which is X% of the remaining float. Some pre-Supreme Court ruling moves from Vincent $BOIVF $BOL.PA @FoxCastlehold" [X Link](https://x.com/Reignots/status/1992972525349818597) 2025-11-24T15:04Z 1446 followers, 8639 engagements "Im sure $SPOT doing a big price hike in its biggest market for the first time in XXX years will somehow be bearish $UMG.AS and somehow doubly bearish $BOL.PA $BOIVF tomorrow 🤡 piling on the clearly bearish Supreme Court ruling of not having to buy $VIV.PA 🤡🤡" [X Link](https://x.com/Reignots/status/1993106211093594146) 2025-11-24T23:55Z 1446 followers, 1575 engagements "Wen tender offer Monsieur Bollore $BOL.PA $BOIVF" [X Link](https://x.com/Reignots/status/1994393495071801486) 2025-11-28T13:10Z 1446 followers, 1722 engagements "Another X% of $CBDG.PA Cambodge float bought up today on the open market $BOL.PA $BOIVF" [X Link](https://x.com/Reignots/status/1998122059759591669) 2025-12-08T20:06Z 1446 followers, XXX engagements "A few ways to ferret out who $RPID has agreements with/is in discussions with on Growth Direct: $RHHBY $AMGN $NVS Also $ABBV $MRK $BAYRY $TAK $BIIB No $LLY $NVO $PFE or $SNY links.yet 😉" [X Link](https://x.com/Reignots/status/1998125890971345166) 2025-12-08T20:21Z 1446 followers, XXX engagements "*Salivates over all that luxe e-comm market share up for grabs* the number of $50MM+ net worth boomers in Westchester/Scarsdale who still shop exclusively at Neiman Marcus. $LUXE" [X Link](https://x.com/Reignots/status/1998187402150776903) 2025-12-09T00:26Z 1446 followers, 1225 engagements "Street-high $XX PT from Citizens initiation on $GLXY - says Helios worth $XX and bullish on tokenization" [X Link](https://x.com/Reignots/status/1998370574293467268) 2025-12-09T12:34Z 1446 followers, 16.2K engagements "Citizens note on $GLXY - I actually think they are underestimating ROI on the $CRWV deal closer to 17-18% unlevered. I like the detailed valuation work on Helios" [X Link](https://x.com/Reignots/status/1998396779084279932) 2025-12-09T14:18Z 1446 followers, 21.6K engagements "@DeItaone How much does @Polymarket have to pay you to stop shilling for @Kalshi" [X Link](https://x.com/Reignots/status/1998422115368980828) 2025-12-09T15:58Z 1446 followers, XXX engagements "Citizens upgrading $WRBY to Buy with $XX PT off the Google AI Glasses announcement - Google Maps could actually turn out to be a unique advantage for mass adoption but YouTube clearly also a big factor for glasses with display. Potentially big earnings revisions to come 2027+" [X Link](https://x.com/Reignots/status/1998777962250834376) 2025-12-10T15:32Z 1446 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.]
@Reignots AuxReignots
AuxReignots posts on X about $bolpa, $boivf, $umgas, ai 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 -XX%
- X Month XXXXXXXXX +500%
- X Months XXXXXXXXX +2,780%
- X Year XXXXXXXXX +572%
Mentions: XX #
- X Week XX -XX%
- X Month XXX -XX%
- X Months XXX +257%
- X Year XXX +429%
Followers: XXXXX #
- X Week XXXXX +2.60%
- X Month XXXXX +8%
- X Months XXXXX +270%
- X Year XXXXX +816%
CreatorRank: XXXXXXX #
Social Influence
Social category influence stocks XXXXX% finance XXXXX% technology brands XXXXX% cryptocurrencies XXXX% fashion brands XXXX% currencies XXXX% social networks XXXX% automotive brands XXXX% travel destinations XXXX%
Social topic influence $bolpa #1, $boivf #1, $umgas #1, ai 7.35%, sony 7.35%, $6758t 7.35%, $unvgy #1, bearish #586, $glxy #2, $odetpa #2
Top accounts mentioned or mentioned by @ballerbrand88 @callsputs1 @nicequarterguys @specsitscapmgmt @clarksquarecap @foxcastlehold @parikpatelcfa @tidefallcapital @ritzeradam @jarvisbest @grok @taylorswift13 @east72dynasty @polymarket @kalshi @jazontrader @bichonredux @sophoninvest @katseyeworld @gwynethpaltrow
Top assets mentioned Galaxy Digital Inc. (GLXY) CoreWeave, Inc. (CRWV) Landstar System Inc (LSTR) Gapcoin (GAP-1) Novartis AG (NVS) Spotify Technology (SPOT) NuCypher (NU) Interlay (INTR) Lululemon Athletica Inc (LULU) Chipotle Mexican Grill, Inc. (CMG) Target Corporation (TGT) Brown-Forman Corporation Class B (BF.B) Amazon.com, Inc. (AMZN) Deckers Outdoor, Corp. (DECK) Hormel Foods Corp (HRL) Tesla, Inc. (TSLA) Danaher Corporation (DHR) Thermo Fisher Scientific Inc. (TMO) VERAsity (VRA) American Eagle Outfitters (AEO) DigitalBridge Group, Inc. (DBRG) Amgen, Inc. (AMGN) AbbVie Inc (ABBV) Merck & Co., Inc. (MRK) Pfizer, Inc. (PFE) Biogen Inc (BIIB) Eli Lilly and Company (LLY) Novo-Nordisk (NVO) Synthetify (SNY) Alphabet Inc Class A (GOOGL) Warby Parker Inc. (WRBY)
Top Social Posts
Top posts by engagements in the last XX hours
"Monster updatemulti-billion potential if true $DGXX"
X Link 2025-12-08T20:48Z 1446 followers, 1234 engagements
"$UMG.AS UMG upgrade from Citi"
X Link 2025-09-08T23:49Z 1425 followers, XXX engagements
"$KER.PA $PPRUY bu far the worst positioned luxury house also showing plenty of bottoming signs in business and stock been ripping - more positive reads for $LUXE and more proof they scooped YNAP at the dead lows"
X Link 2025-10-22T16:01Z 1434 followers, 5367 engagements
"$UMG.AS $UNVGY subscription rev +8.7% vs. consensus +8.3%. Not sure any other number matters but revs XXX% ahead and margin expanded 0.4%. Doesnt seem bearish and seems like Streaming XXX ARPU starting to inflect"
X Link 2025-10-30T16:51Z 1436 followers, XXX engagements
"@Aureliusltd28 If you like $NU you will love $INTR. Same growth more diversified much lower multiple"
X Link 2025-11-15T01:32Z 1436 followers, XXX engagements
"Commentary from $GLXY at MS Powering AI conf: X tranches of upcoming approvals (0.8 XXX XXX GW respectively) Clayco as contractor managing 1000+ workers onsite. Confident in $CRWV underwriting. Maintaining $36-$48 PT"
X Link 2025-12-05T00:27Z 1423 followers, 10.2K engagements
"@rfkenmore La Marzocco for the connoisseurs Jura for the peasants"
X Link 2025-12-06T15:28Z 1419 followers, 1195 engagements
"Small but ongoing buybacks at Bollore last week in addition to Odet and Vivendi buys $BOL.PA $ODET.PA $VIV.PA $BOIVF"
X Link 2024-08-26T16:04Z 1441 followers, 1761 engagements
"Tariffs about to be ruled illegal and refunded while the whole street got structurally bearish the consumer. Lower court circuit all ruled against and Amy Barrett against on her book tour. I own $GAP $LSTR snd a few others to position for this. One of the most contrarian trades"
X Link 2025-11-05T16:02Z 1441 followers, 3145 engagements
"If you don't think Novartis $NVS Roche $RHHBY Lonza $LZAGY are all scrambling to open new pharma plants in the US and booking for machines from $RPID $DHR $TMO etc. - you probably shouldn't be in this game"
X Link 2025-11-14T14:04Z 1442 followers, 1327 engagements
"Been radio silent from the fossil moron $BOIVF $BOL.PA holders since sell-off started - maybe we are finally at the point when Vincent comes with an unexpected tender or simplification offer to put that $5B EUR to work. Europoors stay poorin 🤡"
X Link 2025-08-06T23:13Z 1444 followers, 1033 engagements
"So are we like so so back fellow Bollore bag holders $BOL.PA $ODET.PA $UNVGY $UNGNF $BOIVF $UMG.AS @taylorswift13 @East72Dynasty @SpecSitsCapMgmt @FoxCastlehold"
X Link 2025-08-14T00:34Z 1441 followers, 2184 engagements
"Even though pop sensation #KPOPDEMONHUNTERS is distributed by Sony Pictures the very catchy and high-performing album is distributed by UMGs Republic Records. Do we have hope x2 fellow Bollore and UMG $BOL.PA $UMG.AS bag holders @SpecSitsCapMgmt @FoxCastlehold @East72Dynasty"
X Link 2025-08-20T01:10Z 1444 followers, 1514 engagements
"It's absolutely comical to me how shittily UMG $UMG.AS $UMGNF (and transitively Bollore $BOL.PA $BOIVF) trades with KPDH absolutely crushing the charts especially when so much high-margin merchandise revenues are coming their way. Do people think Sony owns this And not realize the Hybe/JYP/SM distribution agreements give UMG a global monopoly on kpop"
X Link 2025-09-08T21:10Z 1444 followers, 6740 engagements
"It's absolutely comical to me how shittily UMG $UMG.AS $UMGNF (and transitively Bollore $BOL.PA $BOIVF) trades with KPDH absolutely crushing the charts especially when so much high-margin merchandise revenues are coming their way. Do people think Sony owns this And not realize the Hybe/JYP/SM distribution agreements give UMG a global monopoly on kpop"
X Link 2025-09-08T21:10Z 1444 followers, 1424 engagements
"Immediately catches an upgrade 🤔 $UMG.AS $UMGNF $BOL.PA $BOIVF (full value is like XX EUR on Bollore fwiw if they ever unwind this shit control loop bullcrap)"
X Link 2025-09-08T23:22Z 1444 followers, 1069 engagements
"Bollore $BOL.PA relative underperformance to its own proxy $ODET.PA and its main value constituents $UMG.AS and $VIV.PA is comical - on the order of 20-50% over the last X years. Vincent and his little bastards are gunning for the squeeze-out; the reversion will be explosive"
X Link 2025-09-09T13:00Z 1444 followers, 4357 engagements
"I have to say Bollore $BOL.PA $BOIVF is trading in recent days like a capital announcement coming. Could be a pre $UMG US listing move but the cash pile with the sell-down is going to be upper single digit billions. If they tender at 2023 offer ($7 todays FX) thats a XX% gap-up. 🤷"
X Link 2025-10-01T23:21Z 1444 followers, 1113 engagements
"The fact $BOL.PA $BOIVF was down X% in EU hours when X irrelevant units worth X% of NAV was down XX% in revs (one of which is commodity driven so margins stable) and needed early US traders to push back towards unch at XX% discount to NAV proves Europeans are retarded"
X Link 2025-10-24T13:33Z 1444 followers, 1378 engagements
"How can one be comfortable shorting $UMG.AS $UNVGY - a royalty business - at 19x 2027 P/E with the mother of all global boy band comebacks The fat margin merch sales alone is going to rip consensus estimates up XX% $BOL.PA $BOIVF"
X Link 2025-10-26T22:52Z 1444 followers, 1665 engagements
"H/T @ClarkSquareCap for noting this shitco Vera Bradley $VRA is putting its HQ on the market for a sale-leaseback for $30MM having started the day at $55MM market cap - up XX% now"
X Link 2025-10-28T15:37Z 1442 followers, 11.4K engagements
"Landstar $LSTR did well considering the 11th quarter of weak trucking macro in 3Q2025. Declines in autos consumer durables building products etc. are all massive coiled springs into rate cuts/1Q2026 tax rebates. Electrical +23% along with other AI categories. Coiled spring"
X Link 2025-10-28T21:08Z 1441 followers, XXX engagements
"Daddy Jensen and Mommy Colette are donkey punching failed value investor @michaeljburry with a library of rebuttals and saying the man cant do RSU taxes because employees of his shitcos dont know what capital appreciation is 💀"
X Link 2025-11-24T00:34Z 1442 followers, XXX engagements
"We are so early on $GAP - wait until you figure out how much IEEPA tariff refunds are (and clothes aint national security enough for Sec 232)"
X Link 2025-11-26T19:12Z 1442 followers, XXX engagements
"So if Masa can see the obvious latent potential in $DBRG how long before someone with deep pockets figures out the even larger potential in $GLXY and $DGXX"
X Link 2025-12-05T16:58Z 1442 followers, 2380 engagements
"@fede_intern @Polymarket @Kalshi Crypto native will win no question"
X Link 2025-12-09T15:09Z 1442 followers, XXX engagements
"@jazontrader @VDIfied My base case is he gets over XX% and this gets taken out for low-mid $20s - he gets to steal $10+ of cash and all the prime Beijing real estate inside of Ring X for free"
X Link 2025-12-09T19:28Z 1442 followers, XX engagements
"Somehow $SPOT testing price tiers and embracing Streaming XXX will be bearish for $UMG.AS and somehow even more bearish for $BOL.PA $BOIVF tomorrow 🤡"
X Link 2025-11-13T22:54Z 1446 followers, XXX engagements
"Wait a goddamn minute @ParikPatelCFA"
X Link 2025-11-23T02:48Z 1446 followers, 1.2M engagements
"I missed the 20K shares of Cambodge $CBDG.PA that traded last Thursday which is X% of the remaining float. Some pre-Supreme Court ruling moves from Vincent $BOIVF $BOL.PA @FoxCastlehold"
X Link 2025-11-24T15:04Z 1446 followers, 8639 engagements
"Im sure $SPOT doing a big price hike in its biggest market for the first time in XXX years will somehow be bearish $UMG.AS and somehow doubly bearish $BOL.PA $BOIVF tomorrow 🤡 piling on the clearly bearish Supreme Court ruling of not having to buy $VIV.PA 🤡🤡"
X Link 2025-11-24T23:55Z 1446 followers, 1575 engagements
"Wen tender offer Monsieur Bollore $BOL.PA $BOIVF"
X Link 2025-11-28T13:10Z 1446 followers, 1722 engagements
"Another X% of $CBDG.PA Cambodge float bought up today on the open market $BOL.PA $BOIVF"
X Link 2025-12-08T20:06Z 1446 followers, XXX engagements
"A few ways to ferret out who $RPID has agreements with/is in discussions with on Growth Direct: $RHHBY $AMGN $NVS Also $ABBV $MRK $BAYRY $TAK $BIIB No $LLY $NVO $PFE or $SNY links.yet 😉"
X Link 2025-12-08T20:21Z 1446 followers, XXX engagements
"Salivates over all that luxe e-comm market share up for grabs the number of $50MM+ net worth boomers in Westchester/Scarsdale who still shop exclusively at Neiman Marcus. $LUXE"
X Link 2025-12-09T00:26Z 1446 followers, 1225 engagements
"Street-high $XX PT from Citizens initiation on $GLXY - says Helios worth $XX and bullish on tokenization"
X Link 2025-12-09T12:34Z 1446 followers, 16.2K engagements
"Citizens note on $GLXY - I actually think they are underestimating ROI on the $CRWV deal closer to 17-18% unlevered. I like the detailed valuation work on Helios"
X Link 2025-12-09T14:18Z 1446 followers, 21.6K engagements
"@DeItaone How much does @Polymarket have to pay you to stop shilling for @Kalshi"
X Link 2025-12-09T15:58Z 1446 followers, XXX engagements
"Citizens upgrading $WRBY to Buy with $XX PT off the Google AI Glasses announcement - Google Maps could actually turn out to be a unique advantage for mass adoption but YouTube clearly also a big factor for glasses with display. Potentially big earnings revisions to come 2027+"
X Link 2025-12-10T15:32Z 1446 followers, XXX engagements