[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.] #  @ZeeContrarian1 Zee C O N T R A R I A N A trader is discussing volatility and VIX options, sharing their strategy of buying and shorting VIX calls. They plan to post profit/loss updates every Friday to track performance. The trader emphasizes discipline and patience when trading VIX options, having learned from XX years of experience. ### Engagements: XXXXXX [#](/creator/twitter::1919667306/interactions)  - X Week XXXXXXX -XX% - X Month XXXXXXXXX +22% - X Months XXXXXXXXX +6.60% - X Year XXXXXXXXXX +91% ### Mentions: XX [#](/creator/twitter::1919667306/posts_active)  - X Week XX -XX% - X Month XXX +15% - X Months XXX +34% - X Year XXX +67% ### Followers: XXXXXX [#](/creator/twitter::1919667306/followers)  - X Week XXXXXX +0.65% - X Month XXXXXX +3.50% - X Months XXXXXX +18% - X Year XXXXXX +47% ### CreatorRank: XXXXXXX [#](/creator/twitter::1919667306/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) [stocks](/list/stocks) [countries](/list/countries) [cryptocurrencies](/list/cryptocurrencies) [celebrities](/list/celebrities) [social networks](/list/social-networks) [technology brands](/list/technology-brands) **Social topic influence** [$zim](/topic/$zim) #1, [ceo](/topic/ceo) #3037, [short interest](/topic/short-interest) #4, [the first](/topic/the-first) #2890, [israel](/topic/israel) #2603, [if you](/topic/if-you), [all the](/topic/all-the), [debt](/topic/debt), [$fisv](/topic/$fisv) #3, [target](/topic/target) **Top accounts mentioned or mentioned by** [@realdonaldtrump](/creator/undefined) [@6figureinvest](/creator/undefined) [@thegreatestlif3](/creator/undefined) [@mindfuldatapath](/creator/undefined) [@hk0339261329](/creator/undefined) [@mrderivatives](/creator/undefined) [@trade2theta](/creator/undefined) [@michaellistman](/creator/undefined) [@vixandmore](/creator/undefined) [@jonnycastles](/creator/undefined) [@lucramentis](/creator/undefined) [@gordianknotfinx](/creator/undefined) [@michaelfrazis](/creator/undefined) [@ulkser](/creator/undefined) [@elonmusk](/creator/undefined) [@remindme_ofthis](/creator/undefined) [@markgroskyesq](/creator/undefined) [@bullrunbrody](/creator/undefined) [@love2tr8](/creator/undefined) [@craigzjohnson](/creator/undefined) **Top assets mentioned** [ZIM Integrated Shipping Services Ltd. (ZIM)](/topic/$zim) [Fiserv Inc (FISV)](/topic/$fisv) [Bank of America (BAC)](/topic/bank-of-america) [Confluent, Inc. Class A Common Stock (CFLT)](/topic/$cflt) [Smith & Nephew plc (SNN)](/topic/$snn) [tritcoin (TRIT)](/topic/$trit) [Archer Aviation Inc. (ACHR)](/topic/$achr) [Netflix Inc (NFLX)](/topic/$nflx) [IBM (IBM)](/topic/ibm) [IREN Limited (IREN)](/topic/$iren) ### Top Social Posts Top posts by engagements in the last XX hours "$ZIM - Its Time For your $ZIM proxy vote - please vote as follows: Vote FOR the following three directors: Rani Gertstein Keren BarHava Ron Hadassi Vote AGAINST: All the other directors Any management bonuses $ZIM is trading at $XX while holding roughly $XX per share in cash. The game is up. We now see exactly what the activists have been saying all along: the CEO deliberately hid assets and worked to sandbag the stock misleading clueless analysts and lazy hedge funds into shorting it. Now theyre trapped - especially after he made a laughable $XX buyout offer for a company whose true economic" [X Link](https://x.com/ZeeContrarian1/status/1995045489012879433) 2025-11-30T08:21Z 32.6K followers, 31.8K engagements "Bernstein just downgraded Smith & Nephew ( $SNN ) - a $15B company whose 50-year-old ointment Santyl still makes $400M a year despite showing little real clinical value. From the report: From 2Q27E Wound Management might see incremental pressure from a competitor to Santyl. That competitor is MediWound ( $MDWD) a $200M biotech whose product has shown complete superiority over Santyl in clinical studies. Since its founding BARDA a U.S. government agency has invested around $XXX million in $MDWD to advance and promote NexoBrid its already FDA-approved burn treatment. MediWound already knows how" [X Link](https://x.com/ZeeContrarian1/status/1980320225997516850) 2025-10-20T17:08Z 32.6K followers, 9271 engagements "My Contrarian Framework - and How I Applied It to $ZIM X. What are others doing About XX% of the market was short $ZIM. ALL analysts are bearish. X. Why are they doing it They believe: $ZIMs debt load is too high. The container-shipping cycle is turning down. New vessel supply will hurt rates and margins. X. Whats wrong with what theyre doing A lot: $ZIM was trading at $XXXXX while sitting on $XX per share in cash. They had zero understanding of the real economic value being quietly preserved by management. They ignored that Israeli media had already reported a buyout was coming. They didnt" [X Link](https://x.com/ZeeContrarian1/status/1993895254257189326) 2025-11-27T04:10Z 32.6K followers, 22.7K engagements "Now all the short sellers are screwed. Theres massive short interest an M&A in play they know nothing about that can take a few months and will keep the share price high and borrowing costs through the roof" [X Link](https://x.com/ZeeContrarian1/status/1994571980331520124) 2025-11-29T00:59Z 32.6K followers, 4654 engagements "New contrarian position and deep dive coming Friday following some very interesting conversations Ive had with our tech analyst over the past couple of days" [X Link](https://x.com/ZeeContrarian1/status/1996401211868868611) 2025-12-04T02:08Z 32.6K followers, 12.8K engagements "The drama at $ZIM continues: Hapag-Lloyd has submitted an offer to acquire the company Following the recent sequence of events at $ZIM a new and significant development emerged this morning. Globes has learned that the German shipping giant Hapag-Lloyd ranked fifth in the world with a XXX% market share has submitted a bid to acquire $ZIM. As far as is known this is still an early stage and no official negotiations have begun. In addition according to estimates Hapag-Lloyd is not alone: the worlds two largest players MSC (20.2% market share) and Maersk (14.3%) are also examining the move and" [X Link](https://x.com/ZeeContrarian1/status/1996530921990767102) 2025-12-04T10:44Z 32.6K followers, 16.7K engagements "$FISV: Known Problems Seem Fully Discounted. Turnaround Now on the Table. Price: $XX Target: $XX The recent collapse in $FISV s share price reflects a sharp slowdown in growth reduced guidance and a management shake-up. Those issues are no secret - the problems are widely understood and fully priced in. The first chart highlights how aggressively the market punished the stock wiping out years of premium in a matter of months" [X Link](https://x.com/ZeeContrarian1/status/1998044837615124568) 2025-12-08T14:59Z 32.6K followers, 12.8K engagements "You can see a persons nature in his eyes his face the way he carries himself the soul always shows. Ive called out frauds before: $TRIT $NKLA and others. Now Im adding $ACHR. I have a feeling this wont end well. Save this post" [X Link](https://x.com/ZeeContrarian1/status/1961891912580755691) 2025-08-30T20:40Z 32.6K followers, 42.5K engagements "Ive got new updates from the $ZIM negotiating table. The same hedge fund that correctly told us about the buyout is now sharing whats happening. And remember-Israel operates differently. Everyone knows someone and info flows through family and social circles. More Friday" [X Link](https://x.com/ZeeContrarian1/status/1996028144420307221) 2025-12-03T01:26Z 32.6K followers, 15K engagements "$ZIM Insiders Update The following information was confirmed by both a major investment banker in Israel and a source with direct insight into the ongoing $ZIM negotiations. Talks are VERY advanced with more than one suitor still active. Current discussion prices are above $XX. (ZIM has $25/share in cash $10/share in contracts that can be sold for cash zero debt and an entire shipping business on top.) This was important for me to understand because theres no point holding a stock thats already up XX% in two months if the best-case buyout upside is only 20%. But based on the latest" [X Link](https://x.com/ZeeContrarian1/status/1996237933704327399) 2025-12-03T15:19Z 32.6K followers, 22.8K engagements "$ZIM Golden Shares Every bidder currently circling $ZIM fully understands the golden share situation. If theyre knocking on $ZIM s door right now its because they likely already have a solution - or a workaround - for the golden shares in hand" [X Link](https://x.com/ZeeContrarian1/status/1996592054680584318) 2025-12-04T14:46Z 32.6K followers, 10.6K engagements "Paradigm Shift All these charts showing how expensive stocks look based on the past are meaningless. Maybe were in a new paradigm. We all know P/E. But what we might be missing is Price / Earnings-Growth. AI is about to make companies far more efficient. I speak with tech CEOs. Two years ago their largest expense was programmers. Now one can do the job of three. Thats massive savings and it will only get better. Markets look ahead. What looks expensive now will look cheap when robots work for free and AI replaces most of the expensive labor. Yes there will be pullbacks maybe even tomorrow." [X Link](https://x.com/ZeeContrarian1/status/1971091881686655444) 2025-09-25T05:58Z 32.6K followers, 21.7K engagements "The Funds That Got Caught Shorting $ZIM This is one of the funds short-selling $ZIM. Theyve been short since $XX because of the so-called cycle. And look-until recently he was still talking about the Red Sea reopening as if it really matters. Hes completely clueless. Hes sitting in Norway with zero understanding of the M&A talk or anything actually happening on the ground. All he knows is how to short the cycle. Thats why understanding who is on the other side of your trade is so important: every shipping expert who only knows how to short the cycle had absolutely no idea what was really" [X Link](https://x.com/ZeeContrarian1/status/1994566968943546591) 2025-11-29T00:39Z 32.6K followers, 30.5K engagements "@Mr_Derivatives Not necessarily. The buyout could actually signal underlying growth issues at $NFLX pushing them into a risky acquisition. It may suggest the company is facing deeper problems than it appears" [X Link](https://x.com/ZeeContrarian1/status/1997912007702708225) 2025-12-08T06:11Z 32.6K followers, 2092 engagements "Its time. $VXX structure below limit: $X. Stop loss: -$1" [X Link](https://x.com/ZeeContrarian1/status/1907803489943650750) 2025-04-03T14:32Z 32.6K followers, 46.7K engagements "$ZIM Buyout Math (I have never seen something like this) Shares outstanding: 120M Current share price: $XXXX Buyout offer: $22/share Total cost of buyout: XX 120M = $2.6B Cash & Assets Cash per share: $XX Total cash: XX 120M = $2.88B Additional assets: $5B (net) with $1B liquidatable without materially harming operations. Structure (PE-Style Arbitrage Play) Ask a bank / PE lender for $2.64B bridge financing (1 month maturity). 2.Buyout: Acquire all shares at $22/share = $2.64B. 3.Post-close balance sheet: Cash on hand = $2.88B. Debt from buyout = $2.64B. Immediate net cash = $240M surplus +" [X Link](https://x.com/ZeeContrarian1/status/1966442911073018186) 2025-09-12T10:04Z 32.6K followers, 241.5K engagements "$ZIM Short Squeeze Incoming Bank of America just removed their price target from $ZIM saying the company will not trade on fundamentals. Short interest is sitting at XXXX% as of yesterday - and I can guarantee that XXX% of those shorts are the usual shipping experts basically Norwegian cycle-chasing funds who think theyre shorting freight rates. They didnt sign up for an M&A power play in Israel - a country theyve only seen in movies and where they probably still think camels roam the streets. Key figures: Average daily volume: 5.82M shares Short interest: 23.65M shares (19.9% of float) Days" [X Link](https://x.com/ZeeContrarian1/status/1993487204501668318) 2025-11-26T01:09Z 32.6K followers, 88.3K engagements "$IBM is reportedly nearing an $11B acquisition of Confluent ( $CFLT ) per WSJ. And because of the options strategy I recommended the gains are going to be huge. This is just pure logic same as $ZIM same as $URGN. So if you followed me into this trade congratulations" [X Link](https://x.com/ZeeContrarian1/status/1997883357573902545) 2025-12-08T04:18Z 32.6K followers, 42.7K engagements "Vote now for the new $ZIM board members. The image below shows exactly how to submit your vote. This is the first step on the road back to $XX - with leadership that protects shareholder value and delivers real accountability. The road to $XX starts with your vote" [X Link](https://x.com/ZeeContrarian1/status/1998033021757460779) 2025-12-08T14:12Z 32.6K followers, 15.5K engagements "Ive honestly never seen anything like this. $ZIM management is acting as if shareholders are complete idiots just read the note they issued below. And its hard to blame them for trying so hard right now. Just three months ago every one of them believed they were about to walk away as billionaires on the back of a $XX take-private offer. That deal would have massively undervalued the company and left shareholders behind. If you havent voted yet check with your broker how to do so. This corruption has to end" [X Link](https://x.com/ZeeContrarian1/status/1998044238974709879) 2025-12-08T14:57Z 32.6K followers, 9494 engagements "Insider behavior reinforces the dislocation. The insider-transaction chart shows insiders selling heavily during the run-up then reversing course and buying at the lows. That pattern rarely appears in companies facing existential threats. Insiders buy when the market has overshot on the downside and the real risk is mispriced" [X Link](https://x.com/ZeeContrarian1/status/1998044859933069730) 2025-12-08T14:59Z 32.6K followers, 1634 engagements "At current levels $FISV offers a textbook contrarian setup: priced for failure operating like a survivor positioned for a recovery. The valuation dislocation has created an asymmetric setup. A 1020% snapback would simply retrace the breakdown requiring no heroic assumptions" [X Link](https://x.com/ZeeContrarian1/status/1998044883324682699) 2025-12-08T14:59Z 32.6K followers, 3971 engagements "$ZIM - The $XX Initial Management-Led Bid Is Only the First Offer. A hedge fund that owns about $30M worth of ZIM asked me today how to vote because they believed their broker wasnt allowing them to submit their ballots. But when they dug deeper with the broker they discovered that all of their shares had been lent out precisely on the record date. To me this indicates that someone with a lot of money and a lot of sophistication is orchestrating a massive vote in favor of $ZIM its Board of Directors and the current CEO. This is extremely rare. In my entire career Ive hardly ever seen anything" [X Link](https://x.com/ZeeContrarian1/status/1998424645700362628) 2025-12-09T16:08Z 32.6K followers, 13.4K engagements "If you think about it betting on gold is essentially betting against human progress. Because when someone prefers a yellow metal dug out of the ground over owning the worlds best companies and innovations theyre saying that inert matter will outperform human creativity productivity and technological advancement. The only reason gold rises is because people believe that human systems governments institutions markets - will fail more than they will succeed. A bet on gold is at its core a belief that fear and instability will outperform ingenuity and growth" [X Link](https://x.com/ZeeContrarian1/status/1998441871597879523) 2025-12-09T17:17Z 32.6K followers, 12.3K engagements "$ZIM shorts are in serious trouble. Despite the reduction in short interest nearly XX% of the entire float is still sold short about XX million shares and with todays weak volume of just 3.6M shares it would take them more than X full trading days to buy back everything even if they took XXX% of the days liquidity which never happens. In reality if shorts can only use 1025% of daily volume without blowing up the stock the true exit window becomes 2460 days. And with M&A unfolding that they never modeled or understood the liquidity door is shrinking by the minute. They shorted a simple" [X Link](https://x.com/ZeeContrarian1/status/1998716813035844004) 2025-12-10T11:29Z 32.6K followers, 6880 engagements "$CFLT Buyout I had a call with a friend whos one of the most successful tech investors I know and he really likes the odds on Confluent ( $CFLT ). He sees a high probability of a buyout and according to recent reports multiple suitors are already circling. While its hard to gauge Confluents long-term role in an AI-driven world he believes its a high-quality asset that will ultimately get acquired. He expects a takeout between $XX and $XX with anything above $XX being a stretch. The stock currently trades around $XX after a strong rally on the rumors. There are several notable hedge funds that" [X Link](https://x.com/ZeeContrarian1/status/1976553711531900994) 2025-10-10T07:41Z 32.6K followers, 78.6K engagements "My Psychological Thesis on $IREN I see an interesting psychological opportunity forming in $IREN into early 2026 (43 days). Shorts are in full attack mode and retail was likely flushed out after Jim Cramer publicly called the stock shit and a clear short-twice. That kind of media cycle accelerates capitulation. Whoever wanted out is probably already out. At the same time the company managed to raise a significant amount of capital. That doesnt solve everything but it does indicate theres an actual business emerging on the other side. Still any fresh money coming in now will be influenced by" [X Link](https://x.com/ZeeContrarian1/status/1996378240169197780) 2025-12-04T00:37Z 32.6K followers, 24.3K engagements "According to an article published today in Globes the most prestigious business newspaper in Israel not only Hapag-Lloyd but also the two giants Maersk ($MAERSK-B) and MSC have expressed interest in acquiring $ZIM. With this kind of bidding war developing if a buyout goes through its hard to imagine any deal closing below $XX. At that valuation an acquirer would effectively be paying only about $X per share net of ZIMs roughly $XX per-share cash position. A $XX business for $X - yes a $30+ buyout is very realistic. The only risk The Israeli government" [X Link](https://x.com/ZeeContrarian1/status/1996552580151873936) 2025-12-04T12:10Z 32.6K followers, 10.3K engagements "$ZIM CEO Corrupt To The Bone After attempting to influence the proxy vote by borrowing shares ahead of the Annual General Meeting Eli Glickman and his group are now pushing a fear narrative in the Israeli media around the possibility of $ZIM being acquired by an outside buyer. They claim $ZIM is a strategic asset to Israel. But the numbers tell a very different story: only X% of ZIMs business is actually related to Israel. If national service were truly the concern ZIM could easily maintain a dedicated fleet of XX vessels to cover Israels needs-effectively a ZIM Israel unit-while the rest of" [X Link](https://x.com/ZeeContrarian1/status/1996824353867255895) 2025-12-05T06:09Z 32.6K followers, 18.2K engagements "If you think about it this isnt a typical short setup. The shorts in $ZIM dont want to be here anymore - they never priced in an M&A process and they have no clue whats unfolding behind the scenes. They shorted a shipping cycle but the game has already shifted into something completely different. So now theyre trying to cover not add. The very same people who spent months shouting on every platform that ZIM must be shorted are ironically the ones providing the floor for the stock. Theyre buying and covering every dip just to get out. In a twist of fate the people who hated $ZIM the most are" [X Link](https://x.com/ZeeContrarian1/status/1998737321282384335) 2025-12-10T12:51Z 32.6K followers, 5879 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.]
@ZeeContrarian1 Zee C O N T R A R I A N
A trader is discussing volatility and VIX options, sharing their strategy of buying and shorting VIX calls. They plan to post profit/loss updates every Friday to track performance. The trader emphasizes discipline and patience when trading VIX options, having learned from XX years of experience.
Engagements: XXXXXX #
- X Week XXXXXXX -XX%
- X Month XXXXXXXXX +22%
- X Months XXXXXXXXX +6.60%
- X Year XXXXXXXXXX +91%
Mentions: XX #
- X Week XX -XX%
- X Month XXX +15%
- X Months XXX +34%
- X Year XXX +67%
Followers: XXXXXX #
- X Week XXXXXX +0.65%
- X Month XXXXXX +3.50%
- X Months XXXXXX +18%
- X Year XXXXXX +47%
CreatorRank: XXXXXXX #
Social Influence
Social category influence finance stocks countries cryptocurrencies celebrities social networks technology brands
Social topic influence $zim #1, ceo #3037, short interest #4, the first #2890, israel #2603, if you, all the, debt, $fisv #3, target
Top accounts mentioned or mentioned by @realdonaldtrump @6figureinvest @thegreatestlif3 @mindfuldatapath @hk0339261329 @mrderivatives @trade2theta @michaellistman @vixandmore @jonnycastles @lucramentis @gordianknotfinx @michaelfrazis @ulkser @elonmusk @remindme_ofthis @markgroskyesq @bullrunbrody @love2tr8 @craigzjohnson
Top assets mentioned ZIM Integrated Shipping Services Ltd. (ZIM) Fiserv Inc (FISV) Bank of America (BAC) Confluent, Inc. Class A Common Stock (CFLT) Smith & Nephew plc (SNN) tritcoin (TRIT) Archer Aviation Inc. (ACHR) Netflix Inc (NFLX) IBM (IBM) IREN Limited (IREN)
Top Social Posts
Top posts by engagements in the last XX hours
"$ZIM - Its Time For your $ZIM proxy vote - please vote as follows: Vote FOR the following three directors: Rani Gertstein Keren BarHava Ron Hadassi Vote AGAINST: All the other directors Any management bonuses $ZIM is trading at $XX while holding roughly $XX per share in cash. The game is up. We now see exactly what the activists have been saying all along: the CEO deliberately hid assets and worked to sandbag the stock misleading clueless analysts and lazy hedge funds into shorting it. Now theyre trapped - especially after he made a laughable $XX buyout offer for a company whose true economic"
X Link 2025-11-30T08:21Z 32.6K followers, 31.8K engagements
"Bernstein just downgraded Smith & Nephew ( $SNN ) - a $15B company whose 50-year-old ointment Santyl still makes $400M a year despite showing little real clinical value. From the report: From 2Q27E Wound Management might see incremental pressure from a competitor to Santyl. That competitor is MediWound ( $MDWD) a $200M biotech whose product has shown complete superiority over Santyl in clinical studies. Since its founding BARDA a U.S. government agency has invested around $XXX million in $MDWD to advance and promote NexoBrid its already FDA-approved burn treatment. MediWound already knows how"
X Link 2025-10-20T17:08Z 32.6K followers, 9271 engagements
"My Contrarian Framework - and How I Applied It to $ZIM X. What are others doing About XX% of the market was short $ZIM. ALL analysts are bearish. X. Why are they doing it They believe: $ZIMs debt load is too high. The container-shipping cycle is turning down. New vessel supply will hurt rates and margins. X. Whats wrong with what theyre doing A lot: $ZIM was trading at $XXXXX while sitting on $XX per share in cash. They had zero understanding of the real economic value being quietly preserved by management. They ignored that Israeli media had already reported a buyout was coming. They didnt"
X Link 2025-11-27T04:10Z 32.6K followers, 22.7K engagements
"Now all the short sellers are screwed. Theres massive short interest an M&A in play they know nothing about that can take a few months and will keep the share price high and borrowing costs through the roof"
X Link 2025-11-29T00:59Z 32.6K followers, 4654 engagements
"New contrarian position and deep dive coming Friday following some very interesting conversations Ive had with our tech analyst over the past couple of days"
X Link 2025-12-04T02:08Z 32.6K followers, 12.8K engagements
"The drama at $ZIM continues: Hapag-Lloyd has submitted an offer to acquire the company Following the recent sequence of events at $ZIM a new and significant development emerged this morning. Globes has learned that the German shipping giant Hapag-Lloyd ranked fifth in the world with a XXX% market share has submitted a bid to acquire $ZIM. As far as is known this is still an early stage and no official negotiations have begun. In addition according to estimates Hapag-Lloyd is not alone: the worlds two largest players MSC (20.2% market share) and Maersk (14.3%) are also examining the move and"
X Link 2025-12-04T10:44Z 32.6K followers, 16.7K engagements
"$FISV: Known Problems Seem Fully Discounted. Turnaround Now on the Table. Price: $XX Target: $XX The recent collapse in $FISV s share price reflects a sharp slowdown in growth reduced guidance and a management shake-up. Those issues are no secret - the problems are widely understood and fully priced in. The first chart highlights how aggressively the market punished the stock wiping out years of premium in a matter of months"
X Link 2025-12-08T14:59Z 32.6K followers, 12.8K engagements
"You can see a persons nature in his eyes his face the way he carries himself the soul always shows. Ive called out frauds before: $TRIT $NKLA and others. Now Im adding $ACHR. I have a feeling this wont end well. Save this post"
X Link 2025-08-30T20:40Z 32.6K followers, 42.5K engagements
"Ive got new updates from the $ZIM negotiating table. The same hedge fund that correctly told us about the buyout is now sharing whats happening. And remember-Israel operates differently. Everyone knows someone and info flows through family and social circles. More Friday"
X Link 2025-12-03T01:26Z 32.6K followers, 15K engagements
"$ZIM Insiders Update The following information was confirmed by both a major investment banker in Israel and a source with direct insight into the ongoing $ZIM negotiations. Talks are VERY advanced with more than one suitor still active. Current discussion prices are above $XX. (ZIM has $25/share in cash $10/share in contracts that can be sold for cash zero debt and an entire shipping business on top.) This was important for me to understand because theres no point holding a stock thats already up XX% in two months if the best-case buyout upside is only 20%. But based on the latest"
X Link 2025-12-03T15:19Z 32.6K followers, 22.8K engagements
"$ZIM Golden Shares Every bidder currently circling $ZIM fully understands the golden share situation. If theyre knocking on $ZIM s door right now its because they likely already have a solution - or a workaround - for the golden shares in hand"
X Link 2025-12-04T14:46Z 32.6K followers, 10.6K engagements
"Paradigm Shift All these charts showing how expensive stocks look based on the past are meaningless. Maybe were in a new paradigm. We all know P/E. But what we might be missing is Price / Earnings-Growth. AI is about to make companies far more efficient. I speak with tech CEOs. Two years ago their largest expense was programmers. Now one can do the job of three. Thats massive savings and it will only get better. Markets look ahead. What looks expensive now will look cheap when robots work for free and AI replaces most of the expensive labor. Yes there will be pullbacks maybe even tomorrow."
X Link 2025-09-25T05:58Z 32.6K followers, 21.7K engagements
"The Funds That Got Caught Shorting $ZIM This is one of the funds short-selling $ZIM. Theyve been short since $XX because of the so-called cycle. And look-until recently he was still talking about the Red Sea reopening as if it really matters. Hes completely clueless. Hes sitting in Norway with zero understanding of the M&A talk or anything actually happening on the ground. All he knows is how to short the cycle. Thats why understanding who is on the other side of your trade is so important: every shipping expert who only knows how to short the cycle had absolutely no idea what was really"
X Link 2025-11-29T00:39Z 32.6K followers, 30.5K engagements
"@Mr_Derivatives Not necessarily. The buyout could actually signal underlying growth issues at $NFLX pushing them into a risky acquisition. It may suggest the company is facing deeper problems than it appears"
X Link 2025-12-08T06:11Z 32.6K followers, 2092 engagements
"Its time. $VXX structure below limit: $X. Stop loss: -$1"
X Link 2025-04-03T14:32Z 32.6K followers, 46.7K engagements
"$ZIM Buyout Math (I have never seen something like this) Shares outstanding: 120M Current share price: $XXXX Buyout offer: $22/share Total cost of buyout: XX 120M = $2.6B Cash & Assets Cash per share: $XX Total cash: XX 120M = $2.88B Additional assets: $5B (net) with $1B liquidatable without materially harming operations. Structure (PE-Style Arbitrage Play) Ask a bank / PE lender for $2.64B bridge financing (1 month maturity). 2.Buyout: Acquire all shares at $22/share = $2.64B. 3.Post-close balance sheet: Cash on hand = $2.88B. Debt from buyout = $2.64B. Immediate net cash = $240M surplus +"
X Link 2025-09-12T10:04Z 32.6K followers, 241.5K engagements
"$ZIM Short Squeeze Incoming Bank of America just removed their price target from $ZIM saying the company will not trade on fundamentals. Short interest is sitting at XXXX% as of yesterday - and I can guarantee that XXX% of those shorts are the usual shipping experts basically Norwegian cycle-chasing funds who think theyre shorting freight rates. They didnt sign up for an M&A power play in Israel - a country theyve only seen in movies and where they probably still think camels roam the streets. Key figures: Average daily volume: 5.82M shares Short interest: 23.65M shares (19.9% of float) Days"
X Link 2025-11-26T01:09Z 32.6K followers, 88.3K engagements
"$IBM is reportedly nearing an $11B acquisition of Confluent ( $CFLT ) per WSJ. And because of the options strategy I recommended the gains are going to be huge. This is just pure logic same as $ZIM same as $URGN. So if you followed me into this trade congratulations"
X Link 2025-12-08T04:18Z 32.6K followers, 42.7K engagements
"Vote now for the new $ZIM board members. The image below shows exactly how to submit your vote. This is the first step on the road back to $XX - with leadership that protects shareholder value and delivers real accountability. The road to $XX starts with your vote"
X Link 2025-12-08T14:12Z 32.6K followers, 15.5K engagements
"Ive honestly never seen anything like this. $ZIM management is acting as if shareholders are complete idiots just read the note they issued below. And its hard to blame them for trying so hard right now. Just three months ago every one of them believed they were about to walk away as billionaires on the back of a $XX take-private offer. That deal would have massively undervalued the company and left shareholders behind. If you havent voted yet check with your broker how to do so. This corruption has to end"
X Link 2025-12-08T14:57Z 32.6K followers, 9494 engagements
"Insider behavior reinforces the dislocation. The insider-transaction chart shows insiders selling heavily during the run-up then reversing course and buying at the lows. That pattern rarely appears in companies facing existential threats. Insiders buy when the market has overshot on the downside and the real risk is mispriced"
X Link 2025-12-08T14:59Z 32.6K followers, 1634 engagements
"At current levels $FISV offers a textbook contrarian setup: priced for failure operating like a survivor positioned for a recovery. The valuation dislocation has created an asymmetric setup. A 1020% snapback would simply retrace the breakdown requiring no heroic assumptions"
X Link 2025-12-08T14:59Z 32.6K followers, 3971 engagements
"$ZIM - The $XX Initial Management-Led Bid Is Only the First Offer. A hedge fund that owns about $30M worth of ZIM asked me today how to vote because they believed their broker wasnt allowing them to submit their ballots. But when they dug deeper with the broker they discovered that all of their shares had been lent out precisely on the record date. To me this indicates that someone with a lot of money and a lot of sophistication is orchestrating a massive vote in favor of $ZIM its Board of Directors and the current CEO. This is extremely rare. In my entire career Ive hardly ever seen anything"
X Link 2025-12-09T16:08Z 32.6K followers, 13.4K engagements
"If you think about it betting on gold is essentially betting against human progress. Because when someone prefers a yellow metal dug out of the ground over owning the worlds best companies and innovations theyre saying that inert matter will outperform human creativity productivity and technological advancement. The only reason gold rises is because people believe that human systems governments institutions markets - will fail more than they will succeed. A bet on gold is at its core a belief that fear and instability will outperform ingenuity and growth"
X Link 2025-12-09T17:17Z 32.6K followers, 12.3K engagements
"$ZIM shorts are in serious trouble. Despite the reduction in short interest nearly XX% of the entire float is still sold short about XX million shares and with todays weak volume of just 3.6M shares it would take them more than X full trading days to buy back everything even if they took XXX% of the days liquidity which never happens. In reality if shorts can only use 1025% of daily volume without blowing up the stock the true exit window becomes 2460 days. And with M&A unfolding that they never modeled or understood the liquidity door is shrinking by the minute. They shorted a simple"
X Link 2025-12-10T11:29Z 32.6K followers, 6880 engagements
"$CFLT Buyout I had a call with a friend whos one of the most successful tech investors I know and he really likes the odds on Confluent ( $CFLT ). He sees a high probability of a buyout and according to recent reports multiple suitors are already circling. While its hard to gauge Confluents long-term role in an AI-driven world he believes its a high-quality asset that will ultimately get acquired. He expects a takeout between $XX and $XX with anything above $XX being a stretch. The stock currently trades around $XX after a strong rally on the rumors. There are several notable hedge funds that"
X Link 2025-10-10T07:41Z 32.6K followers, 78.6K engagements
"My Psychological Thesis on $IREN I see an interesting psychological opportunity forming in $IREN into early 2026 (43 days). Shorts are in full attack mode and retail was likely flushed out after Jim Cramer publicly called the stock shit and a clear short-twice. That kind of media cycle accelerates capitulation. Whoever wanted out is probably already out. At the same time the company managed to raise a significant amount of capital. That doesnt solve everything but it does indicate theres an actual business emerging on the other side. Still any fresh money coming in now will be influenced by"
X Link 2025-12-04T00:37Z 32.6K followers, 24.3K engagements
"According to an article published today in Globes the most prestigious business newspaper in Israel not only Hapag-Lloyd but also the two giants Maersk ($MAERSK-B) and MSC have expressed interest in acquiring $ZIM. With this kind of bidding war developing if a buyout goes through its hard to imagine any deal closing below $XX. At that valuation an acquirer would effectively be paying only about $X per share net of ZIMs roughly $XX per-share cash position. A $XX business for $X - yes a $30+ buyout is very realistic. The only risk The Israeli government"
X Link 2025-12-04T12:10Z 32.6K followers, 10.3K engagements
"$ZIM CEO Corrupt To The Bone After attempting to influence the proxy vote by borrowing shares ahead of the Annual General Meeting Eli Glickman and his group are now pushing a fear narrative in the Israeli media around the possibility of $ZIM being acquired by an outside buyer. They claim $ZIM is a strategic asset to Israel. But the numbers tell a very different story: only X% of ZIMs business is actually related to Israel. If national service were truly the concern ZIM could easily maintain a dedicated fleet of XX vessels to cover Israels needs-effectively a ZIM Israel unit-while the rest of"
X Link 2025-12-05T06:09Z 32.6K followers, 18.2K engagements
"If you think about it this isnt a typical short setup. The shorts in $ZIM dont want to be here anymore - they never priced in an M&A process and they have no clue whats unfolding behind the scenes. They shorted a shipping cycle but the game has already shifted into something completely different. So now theyre trying to cover not add. The very same people who spent months shouting on every platform that ZIM must be shorted are ironically the ones providing the floor for the stock. Theyre buying and covering every dip just to get out. In a twist of fate the people who hated $ZIM the most are"
X Link 2025-12-10T12:51Z 32.6K followers, 5879 engagements