# ![@adjebitdax Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1553026069686542336.png) @adjebitdax Lee Boothby's Burner

Lee Boothby's Burner posts on X about $qvcga, $qvcgp, $linta, in the the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1553026069686542336/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1553026069686542336/c:line/m:interactions.svg)

- [--] Week [------] +958%
- [--] Month [------] +142%
- [--] Months [-------] +221%
- [--] Year [-------] +79,959%

### Mentions: [--] [#](/creator/twitter::1553026069686542336/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1553026069686542336/c:line/m:posts_active.svg)

- [--] Week [--] +292%
- [--] Month [---] +120%
- [--] Months [---] +197%
- [--] Year [---] +9,633%

### Followers: [---] [#](/creator/twitter::1553026069686542336/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1553026069686542336/c:line/m:followers.svg)

- [--] Week [---] +15%
- [--] Month [---] +18%
- [--] Months [---] +144%
- [--] Year [---] +456%

### CreatorRank: [-------] [#](/creator/twitter::1553026069686542336/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1553026069686542336/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  29.55% [technology brands](/list/technology-brands)  9.09% [social networks](/list/social-networks)  8.52% [stocks](/list/stocks)  4.55% [financial services](/list/financial-services)  #2977 [countries](/list/countries)  1.7% [nfl](/list/nfl)  1.14% [ncaa football](/list/ncaa-football)  0.57% [cryptocurrencies](/list/cryptocurrencies)  0.57% [exchanges](/list/exchanges)  0.57%

**Social topic influence**
[$qvcga](/topic/$qvcga) #2, [$qvcgp](/topic/$qvcgp) #3, [$linta](/topic/$linta) #1, [in the](/topic/in-the) 10.8%, [debt](/topic/debt) #1888, [tiktok](/topic/tiktok) 7.39%, [company](/topic/company) 7.39%, [$cbi](/topic/$cbi) #1, [$250mm](/topic/$250mm) #1, [$qvcn](/topic/$qvcn) 3.98%

**Top accounts mentioned or mentioned by**
[@goodhousecap](/creator/undefined) [@hunterqvc](/creator/undefined) [@r2fire1](/creator/undefined) [@jackson_jo96163](/creator/undefined) [@mrexpendable4](/creator/undefined) [@chongusu](/creator/undefined) [@commonsense6174](/creator/undefined) [@yummycenturyegg](/creator/undefined) [@acapitallp](/creator/undefined) [@jacksonjo96163](/creator/undefined) [@jacqueslechan](/creator/undefined) [@marksends](/creator/undefined) [@nathanchui53876](/creator/undefined) [@bureax](/creator/undefined) [@tjdetweiler](/creator/undefined) [@value_screener](/creator/undefined) [@mspathletics](/creator/undefined) [@finalscenemusic](/creator/undefined) [@marekroydener](/creator/undefined) [@barclays](/creator/undefined)

**Top assets mentioned**
[Transocean LTD. (RIG)](/topic/$rig) [Skechers U.S.A., Inc. (SKX)](/topic/$skx) [Kohl's Corporation (KSS)](/topic/$kss)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$QVCGP is currently is at $2/sh -- $26mm create. There's $250mm cash and 62% of $CBI at that box. Powerlift if you can"  
[X Link](https://x.com/adjebitdax/status/2021312383491133552)  2026-02-10T19:56Z [---] followers, 13.9K engagements


"$QVCN FCF in 3Q25: +$50mm 3Q24 +$51mm Would also note that $QVCN didnt pay a dividend to $LINTA for the cash interest at that box this quarter likely an olive branch to lenders. Helps explain the -$40mm @ $LINTA -$12mm @ $QVCGA and -$26mm @ $CBI q/q (cash on B/S)"  
[X Link](https://x.com/adjebitdax/status/1986245576137322745)  2025-11-06T01:33Z [---] followers, [----] engagements


"@GoodHouseCap Yes thats exactly why - Jan [--] the coupon is due. Company has a [--] day waiver period they can use to delay payment before theyd have to pay or declare bankruptcy (ie mid Feb). My hunch today is they want to see how 4Q goes then restructure debt before paying the coupon"  
[X Link](https://x.com/adjebitdax/status/2005383708480827481)  2025-12-28T21:01Z [---] followers, [---] engagements


"7/ Capital Structure The yellow light is $LINTA an intermediate Holdco that owns 100% of $QVCN and 38% of Cornerstone Brands ($CBI). The red light is $QVCGA which is what the common equity holders own it owns 100% of $LINTA and 62% of $CBI"  
[X Link](https://x.com/adjebitdax/status/2009069028367843357)  2026-01-08T01:05Z [---] followers, [---] engagements


"8/ Capital Structure The $1.3bn of $QVCGP preferred paper trades at $4/share ($52mm MV) The $LINTA non-exchangeable notes trade at $5.25/note ($42mm MV)"  
[X Link](https://x.com/adjebitdax/status/2009069111306011030)  2026-01-08T01:06Z [---] followers, [---] engagements


"9/ Capital Structure The $LINTA exchangeables trade around $4/note ($26mm mkt value after factoring in the early amortization of these bonds). That said theres also a $1bn DTL tied to these exchangeable notes (see here for brief explanation on DTL: https://x.com/commonsense6174/status/2008966170783961216s=20 @GoodHouseCap Those saying that $QVCGA must pay $1bn in cash taxes at maturity assume either (a) the exchangeable feature had no economic purpose or (b) the IRS double-taxes the same transaction. Neither is true. From Dr. John Malones sworn testimony (Liberty v. BNY Mellon 2012): What"  
[X Link](https://x.com/adjebitdax/status/2009069344941330942)  2026-01-08T01:07Z [---] followers, [---] engagements


"10/ Capital Structure It's very important to note where the cash at this company sits. As of 3Q25: $250mm at $QVCGA $160mm at $LINTA $79mm at $CBI $1328mm at $QVCN"  
[X Link](https://x.com/adjebitdax/status/2009069611988496854)  2026-01-08T01:08Z [---] followers, [---] engagements


"11/ Capital Structure I believe a tender offer for the $QVCGP & $LINTA non-ex notes is being negotiated today. A simple majority (50%) of $QVCGP is needed to force all holders to agree"  
[X Link](https://x.com/adjebitdax/status/2009069675259543941)  2026-01-08T01:08Z [---] followers, [---] engagements


"12/ Capital Structure I think a fair offer would be offering $12pts of cash ($156mm) to $QVCGP holders & offering $25-30pts ($198mm-$238mm) to $LINTA non-ex holders"  
[X Link](https://x.com/adjebitdax/status/2009069729173131297)  2026-01-08T01:08Z [---] followers, [---] engagements


"@levandovsky Hoping we see a credit action from the company before 1Q26 ends. Ideally a tender for $QVCGP & $LINTA non-exchangeables If that happens matter of time til the rerate thats $2.1bn of gross debt that could go away for maybe $400mm of cash which they already have today. $QVCGA"  
[X Link](https://x.com/adjebitdax/status/2010427453634924769)  2026-01-11T19:03Z [---] followers, [---] engagements


"Light trading day for $QVCGA so I'm not sure there's much to read into here - only 18k shares have changed hands ($180k) in the first [--] mins of the day but the price action is 🔥+13% early. $LINTA bonds are +$0.875 - $1pt as well. Something's gotta happen soon"  
[X Link](https://x.com/adjebitdax/status/2011820756129235140)  2026-01-15T15:20Z [---] followers, [---] engagements


"Happy Friday - some new $QVCGA related web blog from a nice lady named Karina. They've held the top spot in [--] of the past [--] months (finished #2 in Dec). https://www.netinfluencer.com/the-top-10-highest-revenue-tiktok-shops-in-december-2025/ https://www.netinfluencer.com/top-10-tiktok-shops-in-november-2025/ https://www.netinfluencer.com/the-top-10-highest-revenue-tiktok-shops-in-december-2025/ https://www.netinfluencer.com/top-10-tiktok-shops-in-november-2025/"  
[X Link](https://x.com/adjebitdax/status/2012322649234350235)  2026-01-17T00:34Z [---] followers, [---] engagements


"One thought for the out of court restructuring of $QVCGA - definitely not crazy to see a new super senior term loan given to the banks or a bond to $LINTA holders issued by $CBI. Would make sense why they moved it - negotiating tool. Can tie an asset sale to paydown the new debt"  
[X Link](https://x.com/adjebitdax/status/2013411877989061006)  2026-01-20T00:42Z [---] followers, [---] engagements


"@GoodHouseCap Yeah unclear in all these situations but my read was pot the restructuring last year and where the stock trades / where EBITDA has gone / lower cash balance vs 12/31/24 just would lean towards a more formal restructuring here with/ equity impairment but total guess here"  
[X Link](https://x.com/adjebitdax/status/2013970084608217207)  2026-01-21T13:41Z [---] followers, [---] engagements


"12 more days til $LINTA check #2 hits the bank account. https://youtu.be/sV2t3tW_JTQ https://youtu.be/sV2t3tW_JTQ"  
[X Link](https://x.com/adjebitdax/status/2014039187679232241)  2026-01-21T18:15Z [---] followers, [---] engagements


"Hey does anyone have any high protein low carb super bowl foods they would recommend Aside from wings"  
[X Link](https://x.com/adjebitdax/status/2019156744467861865)  2026-02-04T21:10Z [---] followers, [---] engagements


"@iJordanMoore What if the Seahawks are a legendary team and the Patriots are just a really solid team This could be a Bucs vs Chiefs February [----] style Super Bowl. Seahawks [--] Patriots 7"  
[X Link](https://x.com/adjebitdax/status/2019430161859637591)  2026-02-05T15:17Z [---] followers, [--] engagements


"Ja'Kobi Lane to the Seahawks at the end of Round [--] is an absolute steal in the upcoming [----] NFL Draft"  
[X Link](https://x.com/adjebitdax/status/2019838883924689119)  2026-02-06T18:21Z [---] followers, [--] engagements


"The people who continue to refer to Sam Darnold as a Flacco or Foles journeyman style QB are idiots. The kid is elite and has won [--] games on two separate teams the last two seasons. You all need to face reality this is the #3 pick in the draft and hes been playing like it"  
[X Link](https://x.com/adjebitdax/status/2020547791303417972)  2026-02-08T17:18Z [---] followers, [----] engagements


"Never a doubt Lets freakin go boys #SammyD #Seahawks #USChawks #USC #BigCat #LeonardWilliams #Darnold Sam Darnolds Career 2018-20 Jets 13-25 with Darnold 0-10 without Darnold 2021-22 Panthers 5-7 w/ Darnold 4-13 w/o Darnold Head Coaches Todd Bowles Adam Gase Matt Rhule Steve Wilks Sam Darnold is NOT the problem. Sam Darnold is elite 😤 Sam Darnolds Career 2018-20 Jets 13-25 with Darnold 0-10 without Darnold 2021-22 Panthers 5-7 w/ Darnold 4-13 w/o Darnold Head Coaches Todd Bowles Adam Gase Matt Rhule Steve Wilks Sam Darnold is NOT the problem. Sam Darnold is elite 😤"  
[X Link](https://x.com/adjebitdax/status/2020715331770368250)  2026-02-09T04:24Z [---] followers, [---] engagements


"Sam Darnold is a Super Bowl champion #USChawks"  
[X Link](https://x.com/adjebitdax/status/2020812166719295677)  2026-02-09T10:49Z [---] followers, [---] engagements


"Yes it remains a bad idea to bet against Sam Darnold you ignorant slut God I hope you lost money on the Super Bowl last night. @adjebitdax @BarstoolBigCat It is Wait for the playoffs🤣 https://t.co/was7qpJHrY @adjebitdax @BarstoolBigCat It is Wait for the playoffs🤣 https://t.co/was7qpJHrY"  
[X Link](https://x.com/adjebitdax/status/2020945402938392915)  2026-02-09T19:38Z [---] followers, [---] engagements


"Jordan Palmer on Darnold/SEA: "This is a repeatable pattern. Wait until you see how good the Seahawks are going to be in three years when he's not learning the system like he did all offseason. Anybody who thinks it all came together this year no this is how dynasties start.""  
[X Link](https://x.com/adjebitdax/status/2020962637740421564)  2026-02-09T20:46Z [---] followers, [---] engagements


"UAE's Mubadala Capital is buying one of the world's top three owners of billboards.what could possibly go wrong https://www.wsj.com/business/deals/mubadala-to-buy-clear-channel-outdoor-holdings-ffebed8cmod=business_feat1_deals_pos1 https://www.wsj.com/business/deals/mubadala-to-buy-clear-channel-outdoor-holdings-ffebed8cmod=business_feat1_deals_pos1"  
[X Link](https://x.com/adjebitdax/status/2021009934993981645)  2026-02-09T23:54Z [---] followers, [---] engagements


"@JacquesLeChan Theyll be fine"  
[X Link](https://x.com/adjebitdax/status/2021022069983764664)  2026-02-10T00:43Z [---] followers, [--] engagements


"@watt_direction what's your take on UK politics right now -- specifically if Keir Starmer were to step down is there anyone you'd vouch for Thanks"  
[X Link](https://x.com/adjebitdax/status/2021026463173181947)  2026-02-10T01:00Z [---] followers, [--] engagements


"More evidence CPI is about to freefall. 1) We're not going to have the one-time effect of implementing new tariffs in [----] like we did in [----]. 2) There won't be a "pull-forward" effect like we saw late 4Q24/Jan '25 to get ahead of the tariffs. Get ready for inflation to drop"  
[X Link](https://x.com/adjebitdax/status/2021029288300916928)  2026-02-10T01:11Z [---] followers, [---] engagements


"Did Cardi B break up with Stefon Diggs Asking for a friend"  
[X Link](https://x.com/adjebitdax/status/2021259037791141963)  2026-02-10T16:24Z [---] followers, [---] engagements


"@MSPAthletics @inglec Ask the Vikings GM how thats going"  
[X Link](https://x.com/adjebitdax/status/2021626403968729430)  2026-02-11T16:44Z [---] followers, [---] engagements


"Crazy thought but what if $CRGY buys $PR next Overlapping acreage in Southern Delaware post $VTLE acquisition (now completed) and would put the company at [---] Mboe/d 🤯"  
[X Link](https://x.com/adjebitdax/status/2014358967145697504)  2026-01-22T15:26Z [---] followers, [---] engagements


"See you all in a month $QVCGA https://investors.qvcgrp.com/investors/news-events/press-releases/detail/664/qvc-group-inc-announces-fourth-quarter-earnings-release https://investors.qvcgrp.com/investors/news-events/press-releases/detail/664/qvc-group-inc-announces-fourth-quarter-earnings-release"  
[X Link](https://x.com/adjebitdax/status/2015893215761641816)  2026-01-26T21:02Z [---] followers, [---] engagements


"Whats that you say The same business model as TikTok shop from Google No😱 $QVCGA #YouTube #Affiliates YouTube Shopping Affiliate Now only Requires [----] Subscribers and QVC and HSN have joined the program and are currently offer 40% commissions https://t.co/WQbTbR1O0r YouTube Shopping Affiliate Now only Requires [----] Subscribers and QVC and HSN have joined the program and are currently offer 40% commissions https://t.co/WQbTbR1O0r"  
[X Link](https://x.com/adjebitdax/status/2017043534356893964)  2026-01-30T01:13Z [---] followers, [----] engagements


"QVC TikTok Account Data Update [--] [--]. Total Followers & Purchases 12/9/24-2/5/26 [--]. [--] Day Moving Avgs of Daily Change in Followers & Purchases 1/8/25-2/5/26 [--]. [--] Day Moving Avgs of Daily Change in Followers & Purchases 3/9/25-2/5/26 [--]. Summary Table #qvcstats $QVCGA"  
[X Link](https://x.com/adjebitdax/status/2019414132026699797)  2026-02-05T14:13Z [---] followers, [----] engagements


"$RIG offshore driller $5.7bn/$4.8bn gross/net debt $QVCGA TV retailer $7.7bn/$5.9bn gross/net 1) I've never seen "FCF" calculated like this before regardless wildly inconsistent FCF @ $RIG 2) How does $RIG have $10bn EV / $5bn mkt cap while $QVCGA is $6bn EV / $80mm mkt cap"  
[X Link](https://x.com/adjebitdax/status/2019449543008436619)  2026-02-05T16:34Z [---] followers, [---] engagements


"Keep in mind $RIG EBITDA $1.2bn Capex $200mm/yr Interest $525mm/yr & Taxes $90mm/yr = $385mm FCF/yr Biz environment been great for $RIG last four years however oil prices have been going down for four straight years and look set to continue. Negative outlook in my view"  
[X Link](https://x.com/adjebitdax/status/2019449958890455183)  2026-02-05T16:36Z [---] followers, [---] engagements


"Meanwhile $QVCGA EBITDA $1.0bn Capex $250mm Interest $525mm/yr & Taxes $90mm/yr = $135mm FCF/yr Biz environment been putrid for $QVCGA w/ home sales -40% vs [----] last 4yrs; rates starting to drop though and in next 1-2 years we should see a rebound in home sales"  
[X Link](https://x.com/adjebitdax/status/2019450272632782987)  2026-02-05T16:37Z [---] followers, [---] engagements


"February [--] [----] - 12:32pm ET Followers: 490.0k (+1.6k d/d) Purchases: 266.5k (+0.6k d/d) #hsnstats $QVCGA"  
[X Link](https://x.com/adjebitdax/status/2020221869220094049)  2026-02-07T19:43Z [---] followers, [---] engagements


"February [--] [----] - 8:15am ET Followers: 491.2k (+1.2k d/d) Purchases: 267.0k (+0.5k d/d) #hsnstats $QVCGA"  
[X Link](https://x.com/adjebitdax/status/2020486856740159494)  2026-02-08T13:16Z [---] followers, [---] engagements


"February [--] [----] - 5:45am ET Followers: 492.5k (+1.3k d/d) Purchases: 267.5k (+0.5k d/d) #hsnstats $QVCGA"  
[X Link](https://x.com/adjebitdax/status/2020811848669434185)  2026-02-09T10:47Z [---] followers, [---] engagements


"February [--] [----] - 7:57am ET Followers: 493.8k (+1.3k d/d) Purchases: 268.0k (+0.5k d/d) #hsnstats $QVCGA"  
[X Link](https://x.com/adjebitdax/status/2021207373637922892)  2026-02-10T12:59Z [---] followers, [---] engagements


"@GoodHouseCap @FinalSceneMusic Even then only 67k shares have traded as of 2:04pm ET today. This stock is just gonna be sleepy til they report in my view. $QVCGA [--] day avg volume has fallen to 83.5k in September [----] it was 225k (excluding July [--] [----] when 9mm shares traded that day)"  
[X Link](https://x.com/adjebitdax/status/2021301424324288547)  2026-02-10T19:13Z [---] followers, [---] engagements


"@commonsense6174 I'll take option #2 for $400 Alex"  
[X Link](https://x.com/adjebitdax/status/2021324871544832112)  2026-02-10T20:46Z [---] followers, [---] engagements


"Issued out of a separate credit box. Would be on LINTA and QVCN to pay it. Show me exactly where it says parent co has guaranteed payment of the LINTA DTL. $QVCGA $QVCGP $QVCGA $QVCGP This is wrong. There's also $850M of DTL that will come due. That's always been the central question in this restructuring. The range of outcome for $QVCGP is a lot wider from a donut to a lot more than $2.50 per share. You need to come up with a view on how $QVCGA $QVCGP This is wrong. There's also $850M of DTL that will come due. That's always been the central question in this restructuring. The range of"  
[X Link](https://x.com/adjebitdax/status/2021333847938609419)  2026-02-10T21:21Z [---] followers, [----] engagements


"@yummyCenturyEgg Again show me where the DTL is specifically tied to $QVCGA"  
[X Link](https://x.com/adjebitdax/status/2021334541932380556)  2026-02-10T21:24Z [---] followers, [---] engagements


"Egg man voraciously asking ChatGPT to prove me wrong right now @yummyCenturyEgg Exactly. @yummyCenturyEgg Exactly"  
[X Link](https://x.com/adjebitdax/status/2021336607392137462)  2026-02-10T21:32Z [---] followers, [----] engagements


"@FinalSceneMusic @GoodHouseCap @HunterQVC Senora dude relax. There's next to nothing new mentioned in this article the language around the "new news" is all "potential" and they don't even quote the leak for this story when talking about the $1.7bn DTL. https://x.com/adjebitdax/status/2021325743066599485s=20 $QVCGA paid me a ton of cash [--] days ago put out an 8K for earnings [--] days ago the article doesn't say much new and doesn't show how they'd handle the DTL. I'm biased but I bot more $QVCGA at $3.49/sh. I think this is the company trying to scare $LINTA holders into a deal."  
[X Link](https://x.com/adjebitdax/status/2021337599458279905)  2026-02-10T21:36Z [---] followers, [---] engagements


"@yummyCenturyEgg Please read my blogggggg"  
[X Link](https://x.com/adjebitdax/status/2021382383300472893)  2026-02-11T00:34Z [---] followers, [---] engagements


"February [--] [----] - 8:44am ET Followers: 494.7k (+0.9k d/d) Purchases: 268.4k (+0.4k d/d) #hsnstats $QVCGA"  
[X Link](https://x.com/adjebitdax/status/2021581378182140333)  2026-02-11T13:45Z [---] followers, [---] engagements


"@marksends Apologies thought you meant $QVCGB -- Malone owns $0 of the $QVCGB. He does own $QVCGP as does Maffei. Ideally they pool their positions with enough investors to have a simple majority and wipe out the preff for $15-20 cents on the dollar"  
[X Link](https://x.com/adjebitdax/status/2021602494745391208)  2026-02-11T15:09Z [---] followers, [---] engagements


"@NathanChui53876 @marksends If this thing files for bankruptcy protection I still think the $QVCGA shares receive absolutely nothing in a true court-run bankruptcy process. If there is an out-of-court LME I expect the A shares to stay alive and do quite well"  
[X Link](https://x.com/adjebitdax/status/2021604008004026587)  2026-02-11T15:15Z [---] followers, [---] engagements


"@MarekRoydener i don't think you understand the magnitude of the volume. this is not panic buying"  
[X Link](https://x.com/adjebitdax/status/2021610099953877282)  2026-02-11T15:39Z [---] followers, [---] engagements


"@MarekRoydener 6.7mm shares have changed hands now today. thats 100x the [--] day average volume 100x would not be a panic scramble buy. something else happening"  
[X Link](https://x.com/adjebitdax/status/2021610267730145667)  2026-02-11T15:40Z [---] followers, [---] engagements


"Hale Holden Carla Casella Bill Reuter Karru Martinson -- where are you guys $QVCGP is up +218% today $QVCGA fell -67% yday The people need information from the pros and all of you are asleep at the wheel Get it together @Barclays @jpmorgan @BankofAmerica @Jefferies"  
[X Link](https://x.com/adjebitdax/status/2021615415768564068)  2026-02-11T16:00Z [---] followers, [----] engagements


"@yummyCenturyEgg Brother/Sister I asked you to give me the facts and you can't. You referred me to a blog. Take a screenshot of the exact portion of the agreements if you need to - do whatever you must - but prove to me that any of the DTL is contractually obligated to be paid by $QVCGA ya cant"  
[X Link](https://x.com/adjebitdax/status/2021619055481036956)  2026-02-11T16:15Z [---] followers, [---] engagements


"Big Cat Leonard Williams is the man lol "I'm not fuckin leavin" #Seahawks #USChawks"  
[X Link](https://x.com/adjebitdax/status/2021654640941838437)  2026-02-11T18:36Z [---] followers, [---] engagements


"Ernest Jones also the man Quite possibly one of the best Super Bowl winning speeches of all time"  
[X Link](https://x.com/adjebitdax/status/2021655129746035143)  2026-02-11T18:38Z [---] followers, [---] engagements


"February [--] [----] - 10:41am ET Followers: 496.2k (+1.5k d/d) Purchases: 269.0k (+0.6k d/d) #hsnstats $QVCGA"  
[X Link](https://x.com/adjebitdax/status/2021973372784050538)  2026-02-12T15:43Z [---] followers, [---] engagements


"@bureax @MoisesBraun @Barclays @jpmorgan @BankofAmerica @Jefferies 60/40 (60% it works out) is my view"  
[X Link](https://x.com/adjebitdax/status/2021978987602620653)  2026-02-12T16:05Z [---] followers, [--] engagements


"No bueno for homegood sales https://www.wsj.com/economy/housing/homes-sales-in-january-post-biggest-monthly-decline-in-nearly-four-years-eae1ab61 https://www.wsj.com/economy/housing/homes-sales-in-january-post-biggest-monthly-decline-in-nearly-four-years-eae1ab61"  
[X Link](https://x.com/adjebitdax/status/2021980730293899343)  2026-02-12T16:12Z [---] followers, [---] engagements


"Been stuck in the 4mm area. Yet this number was much higher as recently as Jan [----] it was 6.43mm Know it looks bad but I don't think we can hang here much longer - once we start lapping the months where the USA implemented Tariffs I expect CPI to freefall & thus home sales"  
[X Link](https://x.com/adjebitdax/status/2021982171557511464)  2026-02-12T16:18Z [---] followers, [---] engagements


"February [--] [----] - 8:17am ET Followers: 497.7k (+1.5k d/d) Purchases: 269.6k (+0.6k d/d) #hsnstats $QVCGA"  
[X Link](https://x.com/adjebitdax/status/2022350992340324791)  2026-02-13T16:43Z [---] followers, [---] engagements


"JPM from 1/16/26 $LINTA / $QVCN / $QVCGA Last line is what I want to highlight here. You either believe this John Malone / Greg Maffei owned company is going to execute an LME or for the first time in the history of their careers they are going to file a company for bankruptcy. One more thing before the weekend kicks off here's an article from yday afternoon -- not even the pros have new info. Right now we are in wait and see mode until 4Q25 earnings are released. That's it. That's the tweet. $QVCGA #Veronica https://t.co/pnMfeeLnbq One more thing before the weekend kicks off here's an"  
[X Link](https://x.com/adjebitdax/status/2015899154371707136)  2026-01-26T21:26Z [---] followers, [----] engagements


"Another coupon hit this morning - $LINTA 8.25% due [----]. Lets go baby $QVCGA #nodaysoff"  
[X Link](https://x.com/adjebitdax/status/2018068859622654438)  2026-02-01T21:08Z [---] followers, [----] engagements


"The fed has cut rates [--] times in the last [--] years and is currently in the process of cutting rates a 13th time. [--] of those times recession (black circle) [--] of those times no recession (red circle) 10/12 = 83.3% What will happen this time (green circle) @NickTimiraos US CPI inflation dropped significantly today from 1.24% to 0.86% in our independent price data the lowest since [----]. Truflation US CPI today: 0.86% Y/Y The biggest downward drivers were: [--]. Utilities down -0.13% [--]. Clothing -0.08% [--]. Housing -0.05% [--]. Transport -0.05% [--]. Food https://t.co/HFef56JGyl US CPI inflation dropped"  
[X Link](https://x.com/adjebitdax/status/2018686091235115073)  2026-02-03T14:00Z [---] followers, [---] engagements


"February [--] [----] - 8:45am ET Followers: 1100k+ (unch past [--] days or +0.0k/d) Purchases: 2400k+ (+100k+ past [--] days or +8.3k/d) #qvcstats $QVCGA"  
[X Link](https://x.com/adjebitdax/status/2019413860223189126)  2026-02-05T14:12Z [---] followers, [---] engagements


"@John_Brown_Not Oil & Gas vs retail every single offshore driller filed for bankruptcy 2019-20 except $RIG as the sector continued to be treated like it was no longer necessary especially given how far fracking had come along. Similar vibes with $QVCGA & how Amazon and others came along"  
[X Link](https://x.com/adjebitdax/status/2019455072917180643)  2026-02-05T16:56Z [---] followers, [---] engagements


"@John_Brown_Not Sure its not apples to apples biz models but distressed sector plays if I gave one a choice chances are in [----] theyd choose $QVCGA over $RIG. So with that logic why cant $QVCGA be worth $10bn today too or at least more than $RIG"  
[X Link](https://x.com/adjebitdax/status/2019455556134564113)  2026-02-05T16:58Z [---] followers, [---] engagements


"Couple questions on $QVCGA TikTok sales and have purchases bottomed came up. If we take HSN and QVC rev from Fastmoss and add up the prior [--] days today was $10.4mm. That trailing [--] day metric bottomed at $8.3mm on 1/21/26 (4 weeks after Christmas) and has been rising since"  
[X Link](https://x.com/adjebitdax/status/2019497530204016789)  2026-02-05T19:45Z [---] followers, [----] engagements


"Lower rates eventually coming. Matter of when not if. -200bps gets us into the high 3's/low 4's % area on mortgages. Can we get there by the end of summer [----] 🚨 CNN: "That's the LOWEST annual inflation rate for core since March of [----] before the inflation crisis." https://t.co/ueVVb0BRse 🚨 CNN: "That's the LOWEST annual inflation rate for core since March of [----] before the inflation crisis." https://t.co/ueVVb0BRse"  
[X Link](https://x.com/adjebitdax/status/2022414918415515880)  2026-02-13T20:57Z [---] followers, [---] engagements


"$QVCGA "Qvc in talks with creditors about possible bankruptcy filing" - Bloomberg headline hitting just now. Not good "Qvc in talks with creditors about possible bankruptcy filing" - Bloomberg headline hitting just now. Not good"  
[X Link](https://x.com/adjebitdax/status/2021306770497339790)  2026-02-10T19:34Z [---] followers, [----] engagements


"This is free falling right now. There's $20 worth of cash per $QVCGP inside of the $QVCGA box before you add any of the 62% ownership in $CBI. It's trading at $2/sh and it's frozen 10x opp if it stays here more if it falls. I know I sound crazy but I will be lifting if able"  
[X Link](https://x.com/adjebitdax/status/2021314411416199547)  2026-02-10T20:04Z [---] followers, [----] engagements


"@ACapitalLP @MrExpendable4 @chongusu Brother. read two tweets above you https://x.com/adjebitdax/status/2021321605457027290s=20 @chongusu there's $0 debt only the $1300mm of $QVCGP which at $2/sh trades worth $26mm. There's $250mm cash and 62% ownership of $CBI which has $0 debt as well and $79mm of cash. https://x.com/adjebitdax/status/2021321605457027290s=20 @chongusu there's $0 debt only the $1300mm of $QVCGP which at $2/sh trades worth $26mm. There's $250mm cash and 62% ownership of $CBI which has $0 debt as well and $79mm of cash"  
[X Link](https://x.com/adjebitdax/status/2021327272481865915)  2026-02-10T20:55Z [---] followers, [---] engagements


"@jackson_jo96163 @ACapitalLP @MrExpendable4 @chongusu Everything I said above is correct"  
[X Link](https://x.com/adjebitdax/status/2021330408256704686)  2026-02-10T21:08Z [---] followers, [---] engagements


"@HunterQVC They would either accelerate and pre-release earnings concurrent with filing for bankruptcy or they would just not report until they needed to in bankruptcy court. That's why them announcing the 4Q25 earnings date less than [--] weeks ago doesn't make any sense"  
[X Link](https://x.com/adjebitdax/status/2022413087903748554)  2026-02-13T20:50Z [---] followers, [---] engagements


"@HunterQVC Said another way why announce you're going to report earnings in [--] weeks if just [--] weeks later you were planning on filing Especially with this seasoned of a management team executive board ownership group and restructuring advisors it just doesn't make sense"  
[X Link](https://x.com/adjebitdax/status/2022413544009142519)  2026-02-13T20:52Z [---] followers, [---] engagements


"Missed this last night but further proof $QVCGA does not intend to file for bankruptcy anytime soon: https://investors.qvcgrp.com/investors/news-events/press-releases/detail/660/qvc-group-inc-announces-semi-annual-interest-payment-and https://investors.qvcgrp.com/investors/news-events/press-releases/detail/660/qvc-group-inc-announces-semi-annual-interest-payment-and"  
[X Link](https://x.com/anyuser/status/1956755645043986532)  2025-08-16T16:31Z [---] followers, [----] engagements


"Listen it's early February so please take this with a gigantic grain of salt. I'm a bit shocked by the losses $QVCGA is experiencing on TV; while I think TikTok is the right answer it needs to grow tremendously between now and October [--] for this company to have a shot"  
[X Link](https://x.com/adjebitdax/status/2020068147118657674)  2026-02-07T09:32Z [---] followers, [----] engagements


""Qvc in talks with creditors about possible bankruptcy filing" - Bloomberg headline hitting just now. Not good"  
[X Link](https://x.com/adjebitdax/status/2021304633461739545)  2026-02-10T19:25Z [---] followers, [----] engagements


"@chongusu there's $0 debt only the $1300mm of $QVCGP which at $2/sh trades worth $26mm. There's $250mm cash and 62% ownership of $CBI which has $0 debt as well and $79mm of cash"  
[X Link](https://x.com/adjebitdax/status/2021321605457027290)  2026-02-10T20:33Z [---] followers, [---] engagements


"$QVCGA paid me a ton of cash [--] days ago put out an 8K for earnings [--] days ago the article doesn't say much new and doesn't show how they'd handle the DTL. I'm biased but I bot more $QVCGA at $3.49/sh. I think this is the company trying to scare $LINTA holders into a deal"  
[X Link](https://x.com/adjebitdax/status/2021325743066599485)  2026-02-10T20:49Z [---] followers, [----] engagements


"@jackson_jo96163 @ACapitalLP @MrExpendable4 @chongusu its all in the $QVCGA box same box teh $QVCGP is issued out of. So if there is a bankruptcy the $QVCGP would need to be 100% recovered before $QVCGA receives any of that cash. Since there's $1300mm of $QVCGP and only $250mm of cash + 62% of CBI it'd be likely $QVCGA gets $0"  
[X Link](https://x.com/adjebitdax/status/2021328648515510546)  2026-02-10T21:01Z [---] followers, [---] engagements


"@tedo97 @grok $250mm of cash + 62% ownership of subsidiary Cornerstone Brands (CBI) at the QVCGA/QVCGP level. The Ps are with $1300mm face so even if just take the cash (250/1300=$19.2 per pref) its way more than the $2.7 it trades at today. CBI is cherry on top"  
[X Link](https://x.com/adjebitdax/status/2021387082552443048)  2026-02-11T00:53Z [---] followers, [---] engagements


"$QVCGP is ripping -- 481k shares have changed hands it's currently not trading because of this fury of volume (broker temporarily suspended traded similar to $QVCGA yday on the way down). Stay tuned. Already surpassed yday's opening level"  
[X Link](https://x.com/adjebitdax/status/2021600105506152501)  2026-02-11T14:59Z [---] followers, [----] engagements


"Bruh what in the world is going on right now Volume is off the charts $QVCGP $QVCGA $QVCGP is ripping -- 481k shares have changed hands it's currently not trading because of this fury of volume (broker temporarily suspended traded similar to $QVCGA yday on the way down). Stay tuned. Already surpassed yday's opening level. https://t.co/Q1qUDa3D4z $QVCGP is ripping -- 481k shares have changed hands it's currently not trading because of this fury of volume (broker temporarily suspended traded similar to $QVCGA yday on the way down). Stay tuned. Already surpassed yday's opening level."  
[X Link](https://x.com/adjebitdax/status/2021605155896975467)  2026-02-11T15:20Z [---] followers, [----] engagements


"No idea what is happening $QVCGP $QVCGA Bruh what in the world is going on right now Volume is off the charts $QVCGP $QVCGA https://t.co/N0hmskZEsA Bruh what in the world is going on right now Volume is off the charts $QVCGP $QVCGA https://t.co/N0hmskZEsA"  
[X Link](https://x.com/adjebitdax/status/2021607241745338484)  2026-02-11T15:28Z [---] followers, [----] engagements


"Some more on the $QVCGA potential restructuring news though it's largely a regurgitation of yesterday's reports and also has some stale info.the $21mm highlighted below was paid [--] days ago and Zulily was sold in May 2023"  
[X Link](https://x.com/adjebitdax/status/2021708063925834080)  2026-02-11T22:08Z [---] followers, [----] engagements


"I now think this may have been from the $QVCGA RCF lenders. Down not out. $QVCGA paid me a ton of cash [--] days ago put out an 8K for earnings [--] days ago the article doesn't say much new and doesn't show how they'd handle the DTL. I'm biased but I bot more $QVCGA at $3.49/sh. I think this is the company trying to scare $LINTA holders into a deal. https://t.co/gIr6E8p7Wt $QVCGA paid me a ton of cash [--] days ago put out an 8K for earnings [--] days ago the article doesn't say much new and doesn't show how they'd handle the DTL. I'm biased but I bot more $QVCGA at $3.49/sh. I think this is the"  
[X Link](https://x.com/adjebitdax/status/2022010728912437646)  2026-02-12T18:11Z [---] followers, [----] engagements


"Fingers are crossed no bad 8Ks after the close today God bless 🤞🏻 $QVCGA"  
[X Link](https://x.com/adjebitdax/status/2022397156192383346)  2026-02-13T19:47Z [---] followers, [---] engagements


"@HunterQVC @jackson_jo96163 @MrExpendable4 @ACapitalLP @chongusu @_TJ_Detweiler_ There's zero way the company purchased any preff this week given its restricted as well (judging by the leak this week). Even if they did it'd have to be 25% of the preff so as not to trigger a creeping tender offer"  
[X Link](https://x.com/adjebitdax/status/2022477353969180793)  2026-02-14T01:05Z [---] followers, [---] engagements


"@HunterQVC @jackson_jo96163 @MrExpendable4 @ACapitalLP @chongusu @_TJ_Detweiler_ Honestly think the price action the past few days particularly the 20mm+ $QVCGP day was due to trading algorithms post the $QVCGA related sell-off. See if it sticks next week but have a feeling volume's gonna die down some more or they are in fact going to announce bankruptcy"  
[X Link](https://x.com/adjebitdax/status/2022478747941704119)  2026-02-14T01:11Z [---] followers, [---] engagements


"Freakin love this cat Have a day Ollie $QVCGA @QVC OLLIE IS LOVING THE CARLA ROCKMORE COLLECTION 😊 https://t.co/U5qKPuaoNi @QVC OLLIE IS LOVING THE CARLA ROCKMORE COLLECTION 😊 https://t.co/U5qKPuaoNi"  
[X Link](https://x.com/adjebitdax/status/2022499328384811379)  2026-02-14T02:33Z [---] followers, [---] engagements


"This November [----] Liberty Investor Day question for Greg Maffei about $QVCGA ($QRTEA at the time)man I hope this is still their attitude. Any interest in discussing an equity trading like a "deep out of the money call option" A $QRTEA (QVC and HSN) investor framed the opportunity at the end of the #libertyinvestorday meeting. Take a listen: Interested https://t.co/z3M17DBZII Any interest in discussing an equity trading like a "deep out of the money call option" A $QRTEA (QVC and HSN) investor framed the opportunity at the end of the #libertyinvestorday meeting. Take a listen: Interested"  
[X Link](https://x.com/adjebitdax/status/2022544318461091913)  2026-02-14T05:31Z [---] followers, [---] engagements


"@RyanPetruzzelli @macastel3 Respectfully stop trying to cancel the word camp"  
[X Link](https://x.com/anyuser/status/1596094455836049409)  2022-11-25T10:52Z [---] followers, [--] engagements


"@JamesHMackay The green lines dont bode well 😬"  
[X Link](https://x.com/anyuser/status/1616430673664901121)  2023-01-20T13:41Z [---] followers, [---] engagements


"@Iron_Mick777 @InvestmentFrog Whole biz below incl. and excl. Zulily. Keep in mind 40% of goods sold are in the Home category - and home sales have been depressed the past three years due to elevated interest rates. [----] should see lower mortgage rates & will be the make or break year for QVC in my view"  
[X Link](https://x.com/anyuser/status/1914381977886539789)  2025-04-21T18:13Z [---] followers, [---] engagements


"$QVCGA recent TikTok followers (d/d change) - 523.1k Sunday 4/27 - 524.5k Monday 4/28 (+1.4k) - 526.9k Tuesday 4/29 (+2.4k) - 528.3k Weds 4/30 (+1.4k) - 530.7k Thurs 5/1 (+2.4k) - Total: +7.6k past [--] days (+1.9k/d)"  
[X Link](https://x.com/anyuser/status/1917886695610950061)  2025-05-01T10:19Z [---] followers, [---] engagements


"May [--] [----] - 7:55am ET Followers: 533.3k Purchases: 362.4k #qvcstats"  
[X Link](https://x.com/anyuser/status/1918681376208884167)  2025-05-03T14:57Z [---] followers, [---] engagements


"May [--] [----] - 5:57am ET Followers: 537.6k (+2.1k d/d) Purchases: 367.8k (+2.3k d/d) #qvcstats $QVCGA"  
[X Link](https://x.com/anyuser/status/1919021284324757687)  2025-05-04T13:28Z [---] followers, [---] engagements


"May [--] [----] - 8:13am ET Followers: 539.8k (+2.2k d/d) Purchases: 367.8k (+0.0k d/d) #qvcstats $QVCGA"  
[X Link](https://x.com/anyuser/status/1919368610058834328)  2025-05-05T12:28Z [---] followers, [----] engagements


"May [--] [----] - 6:27am ET Followers: 541.7k (+1.9k d/d) Purchases: 372.6k (+4.8k d/d) #qvcstats $QVCGA"  
[X Link](https://x.com/anyuser/status/1919700722217594942)  2025-05-06T10:28Z [---] followers, [----] engagements


"QVC TikTok Account Data [--]. Total Followers & Purchases 12/9/24-5/7/25 [--]. Daily Change in Followers & Purchases 12/9/24-5/7/25 [--]. [--] Day Moving Averages of Daily Change in Followers & Purchases 12/9/24-5/7/25 #qvcstats $QVCGA"  
[X Link](https://x.com/anyuser/status/1920084671112585554)  2025-05-07T11:53Z [---] followers, [----] engagements


"May [--] [----] - 7:53am ET Followers: 552.2k (+2.2k d/d) Purchases: 385.4k (+1.8k d/d) #qvcstats $QVCGA"  
[X Link](https://x.com/anyuser/status/1921896990402625746)  2025-05-12T11:55Z [---] followers, [----] engagements


"@the_prince60250 I don't think Malone wants to prevent himself from taking cash out of the company if this starts to work out. They likely intend to pay this thing off at maturity prolly with a bond. I'd also expect to see them use some of the $241mm at QVCGA to buy the prefs back (@ $16=$204mm)"  
[X Link](https://x.com/anyuser/status/1922018300596244494)  2025-05-12T19:57Z [---] followers, [---] engagements


"May [--] [----] - 8:34am ET Followers: 558.4k (+3.2k d/d) Purchases: 391.4k (+3.5k d/d) #qvcstats $QVCGA"  
[X Link](https://x.com/anyuser/status/1922632065800896927)  2025-05-14T12:36Z [---] followers, [---] engagements


"May [--] [----] - 7:31am ET Followers: 566.4k (+2.6k d/d) Purchases: 402.2k (+5.5k d/d) #qvcstats $QVCGA"  
[X Link](https://x.com/anyuser/status/1923341125890212250)  2025-05-16T11:33Z [---] followers, [----] engagements


"May [--] [----] - 9:30am ET Followers: 572.2k (+3.5k d/d) Purchases: 415.3k (+7.3k d/d) #qvcstats $QVCGA"  
[X Link](https://x.com/anyuser/status/1924095914626404574)  2025-05-18T13:33Z [---] followers, [---] engagements


"Mick & I don't agree on everything here but he does a solid job summarizing the situation in this thread. $QVCGA"  
[X Link](https://x.com/anyuser/status/1924546725814960279)  2025-05-19T19:24Z [---] followers, [----] engagements


"QVC TikTok Account Data Update [--] [--]. Total Followers & Purchases 12/9/24-5/22/25 [--]. Daily Change in Followers & Purchases 12/9/24-5/22/25 [--]. [--] Day Moving Averages of Daily Change in Followers & Purchases 12/9/24-5/22/25 #qvcstats $QVCGA"  
[X Link](https://x.com/anyuser/status/1925526488989802714)  2025-05-22T12:17Z [---] followers, [----] engagements


"May [--] [----] - 8:00am ET Followers: 579.6k (+1.1k d/d) Purchases: 428.9k (+2.0k d/d) #qvcstats $QVCGA"  
[X Link](https://x.com/anyuser/status/1925886515470594154)  2025-05-23T12:08Z [---] followers, [---] engagements


"@GoodHouseCap @SirFreeCashFlow Malone didn't choose to leave the board he was forced out due to litigation back in September [----]. He is not going to come to the rescue with financing - this company needs to figure out its issues on its own. https://www.bamsec.com/filing/110465924102843/1cik=1355096 https://www.bamsec.com/filing/110465924102843/1cik=1355096"  
[X Link](https://x.com/anyuser/status/1925892945682584005)  2025-05-23T12:33Z [---] followers, [---] engagements


"QVC TikTok Account Data Update [--] [--]. Total Followers & Purchases 12/9/24-6/9/25 [--]. Daily Change in Followers & Purchases 12/9/24-6/9/25 [--]. [--] Day Moving Averages of Daily Change in Followers & Purchases 12/9/24-6/9/25 #qvcstats $QVCGA"  
[X Link](https://x.com/anyuser/status/1932066551433482372)  2025-06-09T13:25Z [---] followers, [----] engagements


"$QVCGA stayed above $1.00/sh for [--] consecutive trading days and is now permitted to stay on the Nasdaq for at least one more year. https://www.bamsec.com/filing/110465925057808cik=1355096 https://www.bamsec.com/filing/110465925057808cik=1355096"  
[X Link](https://x.com/anyuser/status/1932172327716053081)  2025-06-09T20:25Z [---] followers, [---] engagements


"Doris Burke just referred to TJ McConnell as if he were a scrub on the cusp of playing for an NBA team wtf I hate the Pacers especially him he is good"  
[X Link](https://x.com/anyuser/status/1932971094845370606)  2025-06-12T01:19Z [---] followers, [---] engagements


"June [--] [----] - 10:40am ET Followers: 602.7k (+1.0k d/d) Purchases: 508.0k (+4.1k d/d) #qvcstats $QVCGA"  
[X Link](https://x.com/anyuser/status/1937159191707181065)  2025-06-23T14:41Z [---] followers, [----] engagements


"June [--] [----] - 7:36am ET Followers: 604.6k (+0.9k d/d) Purchases: 516.5k (+5.0k d/d) #qvcstats $QVCGA"  
[X Link](https://x.com/anyuser/status/1937837547125629348)  2025-06-25T11:37Z [---] followers, [---] engagements


"the number of fake accounts popping up with $QVCGA in the tweet is killin me"  
[X Link](https://x.com/anyuser/status/1938309064825459121)  2025-06-26T18:51Z [---] followers, [---] engagements


"$SKX bot by 3G Capital in May [----] for $9.42bn cash $SKX in [----] Sales: $9.0bn EBITDA: $1202mm Capex: -$416.8mm FCF: +$270.6mm [----] analysts see capex $600mm; cash interest $550mm given the new financing. I know a company with similar #s. $QVCGA https://tinyurl.com/y953nkr6 https://tinyurl.com/y953nkr6"  
[X Link](https://x.com/anyuser/status/1938598270751715839)  2025-06-27T14:00Z [---] followers, [----] engagements


"@pickeringenergy @dan_murphy brotha sunscreen is your friend"  
[X Link](https://x.com/anyuser/status/1938636030959362519)  2025-06-27T16:30Z [---] followers, [---] engagements


"QVC TikTok Account Data Update [--] [--]. Total Followers & Purchases 12/9/24-7/1/25 [--]. Daily Change in Followers & Purchases 12/9/24-7/1/25 [--]. [--] Day Moving Averages of Daily Change in Followers & Purchases 12/9/24-7/1/25 #qvcstats $QVCGA"  
[X Link](https://x.com/anyuser/status/1940035854463869208)  2025-07-01T13:12Z [---] followers, [----] engagements


"July [--] [----] - 6:14am ET Followers: 624.6k (+2.6k d/d) Purchases: 582.4k (+10.1k d/d) #qvcstats $QVCGA"  
[X Link](https://x.com/anyuser/status/1941803577690730829)  2025-07-06T10:17Z [---] followers, [---] engagements


"July [--] [----] - 7:39am ET Followers: 635.5k (+1.8k d/d) Purchases: 620.5k (+7.1k d/d) #qvcstats $QVCGA"  
[X Link](https://x.com/anyuser/status/1943636533262610676)  2025-07-11T11:40Z [---] followers, [---] engagements


"Just [--] days & 327k purchases ago 👀 🎉🥳🎉🥳 Over 300k 🚀🌗 $QVCGA https://t.co/WxwwMeDcSg 🎉🥳🎉🥳 Over 300k 🚀🌗 $QVCGA https://t.co/WxwwMeDcSg"  
[X Link](https://x.com/anyuser/status/1944120859813097510)  2025-07-12T19:45Z [---] followers, [----] engagements


"July [--] [----] - 7:12am ET Followers: 640.3k (+3.0k d/d) Purchases: 639.9k (+12.6k d/d) #qvcstats $QVCGA"  
[X Link](https://x.com/anyuser/status/1944354671075774880)  2025-07-13T11:14Z [---] followers, [---] engagements


"July [--] [----] - 6:00am ET Followers: 649.0k (+1.9k d/d) Purchases: 661.9k (+5.8k d/d) #qvcstats $QVCGA"  
[X Link](https://x.com/anyuser/status/1945785740920566136)  2025-07-17T10:00Z [---] followers, [---] engagements


"Ask yourself If a RADIO company can get a debt deal done to extend $4.8bn of maturities by three years; haircut debt by 10%; and keep cash interest unchanged then why cant a company that sells products on TV w/ 2x sales more FCF and more EBITDA extend its RCF $QVCGA $IHRT"  
[X Link](https://x.com/anyuser/status/1945885600705302541)  2025-07-17T16:37Z [---] followers, [----] engagements


"Or how about a SHOE company printing $6bn of debt while burning $1150mm on capex and cash interest The market clearly has an appetite. Better days ahead. https://x.com/adjebitdax/status/1938598270751715839 $SKX bot by 3G Capital in May [----] for $9.42bn cash $SKX in [----] Sales: $9.0bn EBITDA: $1202mm Capex: -$416.8mm FCF: +$270.6mm [----] analysts see capex $600mm; cash interest $550mm given the new financing. I know a company with similar #s. $QVCGA https://t.co/cJtqwtCSCZ https://x.com/adjebitdax/status/1938598270751715839 $SKX bot by 3G Capital in May [----] for $9.42bn cash $SKX in [----] Sales:"  
[X Link](https://x.com/anyuser/status/1945886707674472952)  2025-07-17T16:41Z [---] followers, [---] engagements


"July [--] [----] - 8:42am ET Followers: 654.1k (+1.7k d/d) Purchases: 681.2k (+8.3k d/d) #qvcstats $QVCGA"  
[X Link](https://x.com/anyuser/status/1946914088598262207)  2025-07-20T12:44Z [---] followers, [---] engagements


"$KSS getting meme stock'd today. Had a [---] SI Ratio this morning. $QVCGA SI Ratio is [---] right now. That said only 7% of the float is short today vs 49% at $KSS. Something to keep an eye on given the stock is up +12% right now (while $KSS is +28% & was up 75%+ earlier)"  
[X Link](https://x.com/anyuser/status/1947659196637356440)  2025-07-22T14:05Z [---] followers, [----] engagements


"To be clear I don't think this rally has any legs to stand on. $QVCGA will rally one day (in my view) but today is not that day. For $QVCGA to realize a normal valuation fundamentals need to improve and (ideally) debt needs to be haircut. $KSS getting meme stock'd today. Had a [---] SI Ratio this morning. $QVCGA SI Ratio is [---] right now. That said only 7% of the float is short today vs 49% at $KSS. Something to keep an eye on given the stock is up +12% right now (while $KSS is +28% & was up 75%+ earlier). $KSS getting meme stock'd today. Had a [---] SI Ratio this morning. $QVCGA SI Ratio is 4.0"  
[X Link](https://x.com/anyuser/status/1947665829450907743)  2025-07-22T14:31Z [---] followers, [----] engagements


"How I see things playing out w/ $QVCGA next 3mo: - Aug 1: pay LINTA 8.25% coup - Aug 7: report 2Q25 earnings (nothing great nothing horrifying) - Mid-Aug/Oct: announce RCF extension (likely at lower $ commitment maybe some as TL) & tender for QVCGP and/or LINTA non-ex notes"  
[X Link](https://x.com/anyuser/status/1948854546777714858)  2025-07-25T21:15Z [---] followers, [----] engagements


"QVC TikTok Account Data Update [--] [--]. Total Followers & Purchases 12/9/24-8/1/25 [--]. Daily Change in Followers & Purchases 12/9/24-8/1/25 [--]. [--] Day Moving Averages of Daily Change in Followers & Purchases 12/9/24-8/1/25 #qvcstats $QVCGA"  
[X Link](https://x.com/anyuser/status/1951251039954346070)  2025-08-01T11:57Z [---] followers, [----] engagements


"@kingdomcapadv These bonds were for sale @ $11 in 2H of June. $1mm of principal cost $110k. Today it's worth $140k & you just received $41250 in coupons this morning of which $10k is yours the rest essentially was sent to whoever owned the bond Feb-1H of June. +$40k / +36% in [---] months"  
[X Link](https://x.com/anyuser/status/1951264035480998152)  2025-08-01T12:49Z [---] followers, [---] engagements


"If $QVCGA can restructure its $QVCGP shares and eliminate them altogether that will open up the door to share buybacks. I know that sounds crazy today but in time this could prove prescient. 8mm shares @ $3/sh = $24mm.can easily see the company buying back half the stock"  
[X Link](https://x.com/anyuser/status/1951335562146955589)  2025-08-01T17:33Z [---] followers, [----] engagements


"$QVCGA numbers look ok Sales -7% though QxH still -11% EBITDA $232mm ahead of all estimates FCF a tepid +$3mm due to -$234mm of "deferred income tax benefit" Questions about the RCF draw post qtr; FCF; & the surprising positive growth in 2Q Electronics sales Call @ 8:30am ET"  
[X Link](https://x.com/anyuser/status/1953417517055013026)  2025-08-07T11:26Z [---] followers, [---] engagements


"Carla what the heck - you're a High Yield Credit Analyst for JPMorgan and you're asking $QVCGA about tariff impacts right now How about asking about the existential RCF draw they just took That seems like a credit-related question for the credit analyst to ask"  
[X Link](https://x.com/anyuser/status/1953441333537861855)  2025-08-07T13:01Z [---] followers, [----] engagements


"@xom2theMoon And would you look at that.lead left bank on the current Revolver is. none other than JPMorgan. $QVCGA $JPM #CarlaCasella"  
[X Link](https://x.com/anyuser/status/1953443325236613616)  2025-08-07T13:09Z [---] followers, [---] engagements


"Continue to believe the $LINTA non-exchangeable bonds are the best way to play $QVCGA today. I see those and the $QVCGP shares as the most likely targets of an out of court restructuring. Only other option I can see on the table is filing the company"  
[X Link](https://x.com/anyuser/status/1953519091915829286)  2025-08-07T18:10Z [---] followers, [----] engagements


"The number of investment PROFESSIONALS (ie hedge funds analysts and sell side counterparts) Ive spoken too about $QVCGA a) have no clue what is going on here and b) think its going bk imminently (since 1Q23) is comical. Its 3Q25 now still here still kickinstay tuned 🤫"  
[X Link](https://x.com/anyuser/status/1953886294934962287)  2025-08-08T18:29Z [---] followers, [----] engagements


"August [--] [----] - 7:41am ET Followers: 689.6k (+1.7k d/d) Purchases: 772.8k (+7.9k d/d) #qvcstats $QVCGA"  
[X Link](https://x.com/anyuser/status/1954146334434308192)  2025-08-09T11:42Z [---] followers, [---] engagements


"@DonniesDuick87 No sir no reason it can't be - or even higher. $QVCGA's 7-day moving avg sales figure is back at 6k/d below the prior peak of 9k/d but well above the 3.5k/d bottom experienced in early August. There have been zero sales initiatives the last two weeks -- all organic #growth"  
[X Link](https://x.com/anyuser/status/1954173960532156607)  2025-08-09T13:32Z [---] followers, [---] engagements


"Mike George former CEO of $QVCGA February [--] 2022"  
[X Link](https://x.com/anyuser/status/1954180231352250748)  2025-08-09T13:57Z [---] followers, [----] engagements


"August [--] [----] - 6:00am ET Followers: 693.0k (+1.5k d/d) Purchases: 786.4k (+6.4k d/d) #qvcstats $QVCGA"  
[X Link](https://x.com/anyuser/status/1954845978143441372)  2025-08-11T10:02Z [---] followers, [---] engagements


"$QVCGA's bank lenders are signing cooperation agreements. Reads to me they're getting scared due to their "equal footing with creditors holding roughly $2bn in secured bonds". Hopefully this means we see some out-of-court restructuring news soon. https://www.wsj.com/articles/qvcs-top-lenders-join-forces-to-fend-off-potential-unfavorable-debt-deals-5f7d9b17st=U2ZgRx https://www.wsj.com/articles/qvcs-top-lenders-join-forces-to-fend-off-potential-unfavorable-debt-deals-5f7d9b17st=U2ZgRx"  
[X Link](https://x.com/anyuser/status/1955754891005100330)  2025-08-13T22:14Z [---] followers, [----] engagements


"Also while there's zero mention of it in the article I would note that if in fact a "Limited Condition Transaction" were to be taking place soon this would be a strong indicator of its likelihood increasing. Why else would this news break now just days after earnings $QVCGA"  
[X Link](https://x.com/anyuser/status/1955765755288399962)  2025-08-13T22:57Z [---] followers, [----] engagements


"QVC TikTok Account Data Update [--] [--]. Total Followers & Purchases 12/9/24-8/15/25 [--]. Daily Chg in Followers & Purchases 12/9/24-8/15/25 [--]. [--] Day Moving Avgs of Daily Change in Followers & Purchases 1/8/24-8/15/25 [--]. NEW - [--] Day Moving Avgs (same data as #3) #qvcstats $QVCGA"  
[X Link](https://x.com/anyuser/status/1956334233015710153)  2025-08-15T12:36Z [---] followers, [----] engagements


"Still a firm believer $LINTA non-exchangebales & $QVCGP get targeted in an out of court debt restructuring (i.e. tender offer) from the company $QVCGA. $2100mm of debt trading at a market value of $190mm today.there's $567mm of cash sitting outside of $QVCN today. Continue to believe the $LINTA non-exchangeable bonds are the best way to play $QVCGA today. I see those and the $QVCGP shares as the most likely targets of an out of court restructuring. Only other option I can see on the table is filing the company. Continue to believe the $LINTA non-exchangeable bonds are the best way to play"  
[X Link](https://x.com/anyuser/status/1956360043139350590)  2025-08-15T14:19Z [---] followers, [----] engagements


"So there's no way they'd pay these coupons if $QVCN were filing. $QVCGA is very clearly preparing a debt tender offer that should be unveiled soon (they've just secured the management team next is the cap stack/RCF) my guess is sometime in the next three weeks (i.e. by 9/5/25)"  
[X Link](https://x.com/anyuser/status/1956758388324569433)  2025-08-16T16:42Z [---] followers, [---] engagements


"August [--] [----] - 10:33am ET Followers: 707.8k (+2.5k d/d) Purchases: 827.6k (+7.1k d/d) #qvcstats $QVCGA"  
[X Link](https://x.com/anyuser/status/1957088814054129667)  2025-08-17T14:35Z [---] followers, [---] engagements


"$32 all in baby $QVCGA #LFG"  
[X Link](https://x.com/anyuser/status/1957902222773350493)  2025-08-19T20:27Z [---] followers, [----] engagements


"August [--] [----] - 2:02am ET Followers: 717.2k (+2.5k d/d) Purchases: 853.7k (+7.1k d/d) #qvcstats $QVCGA"  
[X Link](https://x.com/anyuser/status/1958409844303523920)  2025-08-21T06:04Z [---] followers, [---] engagements


"Best guess is $QVCGA is prepping to dilute the common equity in a bondholder deal hence why they cancelled the CEO & CGO equity incentive shares today (and said it was due to the 8/14/25 8K - which guarantees cash comp for 25/26 at nice levels)"  
[X Link](https://x.com/anyuser/status/1958532962300899604)  2025-08-21T14:13Z [---] followers, [----] engagements


"August [--] [----] - 2:54am ET Followers: 720.5k (+3.3k d/d) Purchases: 862.5k (+8.8k d/d) #qvcstats $QVCGA"  
[X Link](https://x.com/anyuser/status/1958785274395136156)  2025-08-22T06:56Z [---] followers, [---] engagements


"QVCN bonds (2029 [----] [----] [----] and 2068) are all hovering in the $45-48 area. Generally bonds that mature [--] years apart trade at different prices. Based on this I'd say QVCN bonds likely get tendered for in the $61.50 area in an OOC restructuring ($1.25bn PF). $QVCGA"  
[X Link](https://x.com/anyuser/status/1960090924052271481)  2025-08-25T21:24Z [---] followers, [----] engagements


"No clue why $QVCGA is rallying. Volume already at 40k as of 10am vs 63k all of yday. Still that's not very much volume (0.5% of outstanding stock). Anyone have any guesses what is going on"  
[X Link](https://x.com/anyuser/status/1960343216839893345)  2025-08-26T14:06Z [---] followers, [---] engagements


""QVC Group Downgraded to CCC by S&P Outlook Negative" $QVCGA"  
[X Link](https://x.com/anyuser/status/1960351616579625356)  2025-08-26T14:40Z [---] followers, [----] engagements


"OK now we got some volume baby 129k shares in the first [--] mins $QVCGA"  
[X Link](https://x.com/anyuser/status/1960701630828974124)  2025-08-27T13:51Z [---] followers, [----] engagements


"Not sure if this is what is driving the stock today but $QVCGA is hiring people for it's newly relocated HSN operation in PA. Regardless now 280k shares have changed hands in the first [--] minutes of mkt open today. https://www.inquirer.com/consumer/qvc-jobs-west-chester-hiring-20250827.html OK now we got some volume baby 129k shares in the first [--] mins $QVCGA https://www.inquirer.com/consumer/qvc-jobs-west-chester-hiring-20250827.html OK now we got some volume baby 129k shares in the first [--] mins $QVCGA"  
[X Link](https://x.com/anyuser/status/1960708821547930070)  2025-08-27T14:19Z [---] followers, [---] engagements


"Patiently waiting. $QVCGP $1300mm deleted $LINTA $792mm non-exchangeable bonds deleted $QVCN $500mm bonds deleted $QVCN revolver refinanced w/ a $675-750mm super-senior TL & an extension + lower facility limit $2.6bn debt goes poof disappears $QVCGA https://www.youtube.com/watchv=AeHzHNGdLAU https://www.youtube.com/watchv=AeHzHNGdLAU"  
[X Link](https://x.com/anyuser/status/1960711191388402014)  2025-08-27T14:29Z [---] followers, [----] engagements


"TikTok already makes more revenue than $META (granted most of it comes from China). $QVCGA is by far the largest publicly traded company operating on TikTok today in the USA and has grown its [--] DMA TikTok sales by 1000% YTD. #FoodForThought https://www.reuters.com/business/finance/tiktok-owner-bytedance-sets-valuation-over-330-billion-revenue-grows-sources-say-2025-08-27/ https://www.reuters.com/business/finance/tiktok-owner-bytedance-sets-valuation-over-330-billion-revenue-grows-sources-say-2025-08-27/"  
[X Link](https://x.com/anyuser/status/1960714609045688334)  2025-08-27T14:42Z [---] followers, [---] engagements


"August [--] [----] - 7:55am ET Followers: 738.8k (+2.2k d/d) Purchases: 911.2k (+5.3k d/d) #qvcstats $QVCGA"  
[X Link](https://x.com/anyuser/status/1961035407933538448)  2025-08-28T11:57Z [---] followers, [---] engagements


"Another 130k shares have traded in the first [--] mins today - whatever's happening is in fact happening. +16% ($7.27/sh) $QVCGA OK now we got some volume baby 129k shares in the first [--] mins $QVCGA OK now we got some volume baby 129k shares in the first [--] mins $QVCGA"  
[X Link](https://x.com/anyuser/status/1961061298482843949)  2025-08-28T13:40Z [---] followers, [----] engagements


"@senorarobot2 Frankly I am hoping the stock tanks on a bond deal - but only so I can buy more with the proceeds from said bond deal. Hoping we get some non-bankruptcy filing news in the coming weeks. Would be great to see this company's lifeline get extended a few more years. $QVCGA"  
[X Link](https://x.com/anyuser/status/1961063927741128981)  2025-08-28T13:50Z [---] followers, [---] engagements


"Volume has been fading the last hour or so -- TBD if it will pick up in the afternoon. Looks like someone/some fund put on a sizable position. Regardless there's really been nothing news-wise to drive $QVCGA higher. Need to wait for the inevitable restructuring announcement. Another 130k shares have traded in the first [--] mins today - whatever's happening is in fact happening. +16% ($7.27/sh) $QVCGA Another 130k shares have traded in the first [--] mins today - whatever's happening is in fact happening. +16% ($7.27/sh) $QVCGA"  
[X Link](https://x.com/anyuser/status/1961084478081708309)  2025-08-28T15:12Z [---] followers, [---] engagements


"@evrythingNYG @isnccksn @RapSheet Mack Trade: OAK gets two 1sts a 3rd and a 6th CHI gets Mack a 2nd and a 5th Parsons Trade: DAL gets two 1sts and 3x Pro Bowler GB gets Parsons I think you might be the clown with this take my guy (or gal)"  
[X Link](https://x.com/anyuser/status/1961181422380880078)  2025-08-28T21:37Z [---] followers, [---] engagements


"@andrewcoye Credit where it's due @_TJ_Detweiler_ wrt the Limited Condition Transaction. Even the JPM Credit Analyst hasn't figured out yet how the company was able to draw $975mm when availability was capped at $626mm. I think they drew their RCF to prep a massive tender offer for bonds"  
[X Link](https://x.com/anyuser/status/1961204551760982197)  2025-08-28T23:09Z [---] followers, [---] engagements


"August [--] [----] - 5:23am ET Followers: 740.7k (+1.9k d/d) Purchases: 918.6k (+7.4k d/d) #qvcstats $QVCGA"  
[X Link](https://x.com/anyuser/status/1961359591154782698)  2025-08-29T09:25Z [---] followers, [---] engagements


"@planert41 These are still out of the money but what if there's a restructuring in September [----] that causes the stock price to exceed $25/sh -- these would become in the money ($25/sh given the [--] for [--] reverse stock split in May 2025).this is getting very interesting $QVCGA"  
[X Link](https://x.com/anyuser/status/1961425387503722753)  2025-08-29T13:47Z [---] followers, [---] engagements


"@senorarobot2 @planert41 Yes those are it they were written (sold) pre stock split so the right to purchase [-------] shares (which divided by [--] is [-----] shares today) at $0.50/sh (now $25/sh). If $QVCGA were at $50 by 10/17/25 these would be worth $585300"  
[X Link](https://x.com/anyuser/status/1961429811026395175)  2025-08-29T14:04Z [---] followers, [---] engagements


"Any $QVCGA peeps in NYC We need to have a rendezvous in two weeks if a debt restructuring deal is announced and the equity is not touched"  
[X Link](https://x.com/anyuser/status/1961514338222547064)  2025-08-29T19:40Z [---] followers, [---] engagements


"August [--] [----] - 7:30am ET Followers: 744.2k (+3.5k d/d) Purchases: 925.0k (+6.4k d/d) #qvcstats $QVCGA"  
[X Link](https://x.com/anyuser/status/1961753916011368817)  2025-08-30T11:32Z [---] followers, [---] engagements


"August [--] [----] - 6:18am ET Followers: 750.1k (+5.9k d/d) Purchases: 933.6k (+8.6k d/d) #qvcstats $QVCGA"  
[X Link](https://x.com/anyuser/status/1962098181468016757)  2025-08-31T10:20Z [---] followers, [---] engagements


"QVC TikTok Account Data Update [--] [--]. Total Followers & Purchases 12/9/24-9/1/25 [--]. Daily Change in Followers & Purchases 12/9/24-9/1/25 [--]. [--] Day Moving Avgs of Daily Change in Followers & Purchases 1/8/24-9/1/25 [--]. [--] DMA (same data as #3) 12/16/24-9/1/25 #qvcstats $QVCGA"  
[X Link](https://x.com/anyuser/status/1962470272675500041)  2025-09-01T10:59Z [---] followers, [----] engagements


"$QVCGA could use a meme-stock rally right about now https://www.wsj.com/finance/stocks/meme-stock-investors-opendoor-ceo-1da0e1d4 https://www.wsj.com/finance/stocks/meme-stock-investors-opendoor-ceo-1da0e1d4"  
[X Link](https://x.com/anyuser/status/1962487277470314799)  2025-09-01T12:06Z [---] followers, [----] engagements


"@toiletkingcap $QVCGA +4% (and hopefully a sht ton more) 130k shares traded in first [--] mins. [--] day avg volume is 300k. 172k so far today thru 11:20a ET. Restructuring announcement is incredibly imminent in my view"  
[X Link](https://x.com/anyuser/status/1962899053450272940)  2025-09-02T15:22Z [---] followers, [---] engagements


"OK Im going to try and be as brief and direct with you as possible as to why $QVCGA is the greatest investment to make early in [----]. And yes I am referring to the company that owns the QVC Network and Home Shopping Network along with a few furniture store brands"  
[X Link](https://x.com/anyuser/status/2009068510438412434)  2026-01-08T01:03Z [---] followers, [----] engagements

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