# ![@cousinbalin Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1796509760549797888.png) @cousinbalin balinsonoffundin

balinsonoffundin posts on X about $odd, $caap, $ufpt, $abl the most. They currently have [------] followers and [---] posts still getting attention that total [---------] engagements in the last [--] hours.

### Engagements: [---------] [#](/creator/twitter::1796509760549797888/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1796509760549797888/c:line/m:interactions.svg)

- [--] Week [-----] +9,922%
- [--] Month [-----] +82%
- [--] Months [------] +229%
- [--] Year [------] +379%

### Mentions: [--] [#](/creator/twitter::1796509760549797888/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1796509760549797888/c:line/m:posts_active.svg)

- [--] Months [--] +84%
- [--] Year [--] +342%

### Followers: [------] [#](/creator/twitter::1796509760549797888/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1796509760549797888/c:line/m:followers.svg)

- [--] Week [---] +1.90%
- [--] Month [---] +1.90%
- [--] Months [---] +41%
- [--] Year [---] +203%

### CreatorRank: [---------] [#](/creator/twitter::1796509760549797888/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1796509760549797888/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  [finance](/list/finance)  [cryptocurrencies](/list/cryptocurrencies)  [countries](/list/countries)  [technology brands](/list/technology-brands)  [social networks](/list/social-networks)  [musicians](/list/musicians)  [currencies](/list/currencies)  [celebrities](/list/celebrities) 

**Social topic influence**
[$odd](/topic/$odd), [$caap](/topic/$caap), [$ufpt](/topic/$ufpt), [$abl](/topic/$abl), [$twst](/topic/$twst), [in the](/topic/in-the), [ceo](/topic/ceo), [$immr](/topic/$immr), [business](/topic/business), [$abx](/topic/$abx)

**Top accounts mentioned or mentioned by**
[@sfarringtonbkc](/creator/undefined) [@chitchatstocks](/creator/undefined) [@wolfofharcourt](/creator/undefined) [@ccmbrett](/creator/undefined) [@rthaler](/creator/undefined) [@fundasyinvestor](/creator/undefined) [@kyleadamsstocks](/creator/undefined) [@stonkmetal](/creator/undefined) [@mvcinvesting](/creator/undefined) [@taobanker](/creator/undefined) [@mosinvesting](/creator/undefined) [@mufasacapital](/creator/undefined) [@marketplunger1](/creator/undefined) [@claudiasahm](/creator/undefined) [@clarksquarecap](/creator/undefined) [@qualityinvest5](/creator/undefined) [@realroseceline](/creator/undefined) [@blinklebloop](/creator/undefined) [@freightalley](/creator/undefined) [@esaagar](/creator/undefined)

**Top assets mentioned**
[ODDITY Tech Ltd (ODD)](/topic/$odd) [Corporacion America Airports S.A. (CAAP)](/topic/$caap) [Airbloc (ABL)](/topic/$abl) [Twist Bioscience Corporation Common Stock (TWST)](/topic/$twst) [Arbidex (ABX)](/topic/$abx) [Hawkins Inc (HWKN)](/topic/$hwkn) [Barnes & Noble Education, Inc (BNED)](/topic/$bned) [Miami International Holdings, Inc. (MIAX)](/topic/$miax) [uniQure N.V. (QURE)](/topic/$qure) [Churchill Downs, Inc. (CHDN)](/topic/$chdn) [NuCypher (NU)](/topic/$nu) [Chain Bridge Bancorp, Inc. (CBNA)](/topic/$cbna) [Cavco Industries Inc. (CVCO)](/topic/$cvco) [United States Lime & Minerals (USLM)](/topic/$uslm) [Old Dominion Freight Line Inc (ODFL)](/topic/$odfl) [NCR Atleos Corporation (NATL)](/topic/$natl) [HORIZON KINETICS HOLDING (HKHC)](/topic/horizon-kinetics) [Medpace Holdings, Inc. Common Stock (MEDP)](/topic/$medp) [Charles Schwab Corporation (SCHW)](/topic/charles-schwab) [Gambling.com Group Limited (GAMB)](/topic/gambling) [Kinsale Capital Group, Inc. (KNSL)](/topic/$knsl) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Autozone Inc (AZO)](/topic/$azo) [Coca-Cola FEMSA, S.A.B DE C.V (KOF)](/topic/$kof) [MercadoLibre Inc (MELI)](/topic/$meli) [Chemed Corporation (CHE)](/topic/$che) [Nextracker Inc. (NXT)](/topic/$nxt) [SafeMoon (SFM)](/topic/$sfm) [The Root Network (ROOT)](/topic/$root) [Riskified Ltd. (RSKD)](/topic/$rskd) [First Citizens BancShares, Inc. (FCNCA)](/topic/$fcnca)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@AndrewRangeley $ISSC is interesting. The stock sold off because the founder died and his estate liquidated their shares. Simultaneously they had to upgrade their facilities to accommodate new production they acquired from Honeywell"  
[X Link](https://x.com/cousinbalin/status/1807802429909487903)  2024-07-01T15:44Z [--] followers, [---] engagements


"@JerryCap Medpace ($MEDP). Masterful buy backs in [----] high ROIC good users of debt"  
[X Link](https://x.com/cousinbalin/status/1810256426364809444)  2024-07-08T10:15Z [---] followers, [---] engagements


"@ClarkSquareCap $ISSC a microcap aerospace company. Earnings depressed due to capex after a large acquisition. Stock down due to the estate of the founder liquidating. Rejected buyout offer at a 30% premium to the current price"  
[X Link](https://x.com/cousinbalin/status/1811018643066565094)  2024-07-10T12:44Z [---] followers, [---] engagements


"@CCM_Brett $NSSC last fall at $18"  
[X Link](https://x.com/cousinbalin/status/1816222444362879278)  2024-07-24T21:22Z [---] followers, [----] engagements


"@wolfofharcourt $MELI $ADYEN $TOI.V $LOB"  
[X Link](https://x.com/cousinbalin/status/1817870432353022174)  2024-07-29T10:31Z [---] followers, [---] engagements


"@FundasyInvestor Have you looked into $HCI at all"  
[X Link](https://x.com/cousinbalin/status/1819812618980208867)  2024-08-03T19:08Z [---] followers, [--] engagements


"@JonahLupton @CharlesSchwab: cash compensation or we walk. There are positions I wanted to buy this morning up 10% or more"  
[X Link](https://x.com/cousinbalin/status/1820498899230212587)  2024-08-05T16:35Z [---] followers, [---] engagements


"@MoS_Investing Ah the Peter Lynch philosophy: only turn over big rocks"  
[X Link](https://x.com/cousinbalin/status/1829930931991322866)  2024-08-31T17:15Z [---] followers, [---] engagements


"@MoS_Investing I mean an idea is an idea. A percentage of a portfolio is a measure of the conviction a person has in that idea. Saying you don't care about the second part makes the first part less valuable"  
[X Link](https://x.com/cousinbalin/status/1829932308448653523)  2024-08-31T17:20Z [---] followers, [---] engagements


"@gnufs @Ikkenospes @wolfofharcourt Also leverage is great.until it's not. You take on significant risk taking on debt and doubly so in an industry that can have cyclical downturns (gambling). I'll take lesser potential upside for a lot of downside protection"  
[X Link](https://x.com/cousinbalin/status/1830611556016730169)  2024-09-02T14:19Z [---] followers, [---] engagements


"@stonkmetal I like the response. In contrast to the accounting issues last year which they basically just announced the issue and ignored it until next earnings"  
[X Link](https://x.com/cousinbalin/status/1832045913252020505)  2024-09-06T13:19Z [---] followers, [---] engagements


"@QualityInvest5 $CHDN Great assets riding the gambling legalization trend long term focused management with skin in the game and compounding EPS in the mid teens"  
[X Link](https://x.com/cousinbalin/status/1842895901741764654)  2024-10-06T11:53Z [--] followers, [--] engagements


"@FundasyInvestor How are you feeling about $ACIC I believe they're more exposed to the Atlantic Coast than the Gulf though I'm guessing they see an impact"  
[X Link](https://x.com/cousinbalin/status/1843692562286326060)  2024-10-08T16:38Z [---] followers, [---] engagements


"@CCM_Brett @chitchatstocks $ODD. Under followed cosmetics name. It's either really cheap or a beneficiary of strange accounting. Either way it makes for an interesting segment"  
[X Link](https://x.com/cousinbalin/status/1858937520924373326)  2024-11-19T18:16Z [---] followers, [---] engagements


"@stonkmetal Not endorsing murder of course.heath insurance is massively hated. They make money by limiting the care you get. That makes you pretty unpopular"  
[X Link](https://x.com/cousinbalin/status/1864995803430818252)  2024-12-06T11:30Z [--] followers, [---] engagements


"@FundasyInvestor Isn't part of the problem that insurance isn't really a good match for healthcare Insurance works really well for high value low probably events (car crashes). It works terribly for something everyone ultimately uses"  
[X Link](https://x.com/cousinbalin/status/1865432656231448630)  2024-12-07T16:26Z [--] followers, [---] engagements


"@FundasyInvestor Hopefully it's enough. Reform of the system would help more. 1) enable a mechanism to price health risk. Incentivize health. 2) enhance primary care at a flat fee. Remove it from insurance possibly vis gov. funds. 3) insure catastrophic costs like hospital stays. My 2"  
[X Link](https://x.com/cousinbalin/status/1865443878855139489)  2024-12-07T17:10Z [--] followers, [--] engagements


"@wolfofharcourt $ODD $NBIS and adding to $KNSL"  
[X Link](https://x.com/cousinbalin/status/1877691177744384198)  2025-01-10T12:17Z [--] followers, [---] engagements


"@stonkmetal Torn on this one. They seem to be attributing the decline to distributors pulling back on equipment"  
[X Link](https://x.com/cousinbalin/status/1886411407299678430)  2025-02-03T13:48Z [--] followers, [---] engagements


"@wolfofharcourt $CAAP still sitting there waiting to catch a bid"  
[X Link](https://x.com/cousinbalin/status/1896241542941274551)  2025-03-02T16:49Z [--] followers, [--] engagements


"@samsolid57 @TheCompoundNews Tell that to $AZO holders and the [----] beta"  
[X Link](https://x.com/cousinbalin/status/1900256690903064648)  2025-03-13T18:44Z [--] followers, [--] engagements


"@CCM_Brett $CHDN unfollowed amazing compounder and the Kentucky Derby is an irreplaceable asset"  
[X Link](https://x.com/cousinbalin/status/1900311339244859662)  2025-03-13T22:21Z [--] followers, [---] engagements


"@chitchatstocks $UFPT $HWKN"  
[X Link](https://x.com/cousinbalin/status/1918802281161510970)  2025-05-03T22:58Z [--] followers, [---] engagements


"@CCM_Brett @chitchatstocks $KOF fits your Latin America theme and gets almost no coverage"  
[X Link](https://x.com/cousinbalin/status/1925286433872282002)  2025-05-21T20:23Z [--] followers, [--] engagements


"@CCM_Brett So the rest of their share of allo (27%) would be worth around $800 million. Plus the $411 mil in cash $1.2 billion in value right there. 1/4 of the market cap. Rough math"  
[X Link](https://x.com/cousinbalin/status/1930373598759321991)  2025-06-04T21:18Z [--] followers, [---] engagements


"@wolfofharcourt I've been having the same thoughts about $NU more than $MELI. At least the share price of the later keeps options traders at bay"  
[X Link](https://x.com/cousinbalin/status/1931698935514460502)  2025-06-08T13:04Z [--] followers, [---] engagements


"@wolfofharcourt I interact with a lot more $NU holders. I think it has to do with the share price as well as the well known holders. Searching the tickers on X is a good gauge of popularity"  
[X Link](https://x.com/cousinbalin/status/1931703167508484317)  2025-06-08T13:21Z [--] followers, [---] engagements


"@deanbphillips Definitely agree with you but I also remember we don't have a very good track record at regime change in the middle east"  
[X Link](https://x.com/cousinbalin/status/1935375234754035956)  2025-06-18T16:33Z [--] followers, [--] engagements


"@EquityBrian $ODD fast growing name in cosmetics. They're launching two new brands later this year and more on the way. Price ran up because of a short squeeze but solid company"  
[X Link](https://x.com/cousinbalin/status/1935670584584577203)  2025-06-19T12:06Z [--] followers, [---] engagements


"@wolfofharcourt Counterpoint. everyone is saying there's a bubble which is not indicative of a top"  
[X Link](https://x.com/cousinbalin/status/1936244321046458659)  2025-06-21T02:06Z [--] followers, [--] engagements


"@SFarringtonBKC Oddly just this morning I was thinking about why more execs don't sue shorts for incorrect conclusions"  
[X Link](https://x.com/cousinbalin/status/1940188508049875241)  2025-07-01T23:19Z [--] followers, [---] engagements


"@mvcinvesting $ODD cosmetics company with two new lines dropping later this year. Probably due for a pullback but Q4 will be fun"  
[X Link](https://x.com/cousinbalin/status/1940922181472387274)  2025-07-03T23:54Z [--] followers, [---] engagements


"@MoS_Investing $CHE is one of those names I think would be awesome to own at 12-15x earnings so they could really up the buybacks.but at 23x it just never works out mathematically"  
[X Link](https://x.com/cousinbalin/status/1941103529533522309)  2025-07-04T11:55Z [--] followers, [--] engagements


"@realroseceline $ODD fast growing cosmetics company clean balance sheet 20%+ growth.it had a run recently but still great company and long runway"  
[X Link](https://x.com/cousinbalin/status/1941683791199654090)  2025-07-06T02:21Z [--] followers, [---] engagements


"@realroseceline $CAAP Operator of airports throughout South America and Europe"  
[X Link](https://x.com/cousinbalin/status/1942508413227049256)  2025-07-08T08:57Z [--] followers, [--] engagements


"@Mufasa_Capital @flamingquiver Loving this pick but curious how you chose to value the company"  
[X Link](https://x.com/cousinbalin/status/1945091864681472483)  2025-07-15T12:03Z [--] followers, [--] engagements


"@ClarkSquareCap $CAAP Operator of airports across South America and Europe. Trading at a discount to other names in the sector because of perceived risk. However airports have huge moats (monopolies) and have great tailwinds"  
[X Link](https://x.com/cousinbalin/status/1945094883120668958)  2025-07-15T12:15Z [--] followers, [---] engagements


"@SFarringtonBKC The sweater is the official clothing item of New England"  
[X Link](https://x.com/cousinbalin/status/1945481632762261554)  2025-07-16T13:52Z [--] followers, [--] engagements


"@SFarringtonBKC Part of the short squeeze mania possibly"  
[X Link](https://x.com/cousinbalin/status/1948064073364738317)  2025-07-23T16:54Z [--] followers, [---] engagements


"@SFarringtonBKC Even the non Reddit targets appear to be squeezing. Shorts are capitulating"  
[X Link](https://x.com/cousinbalin/status/1948066196181664122)  2025-07-23T17:02Z [--] followers, [---] engagements


"@Blinklebloop $NXT Sold off on decent earnings with a mid teens P/E. They do utility solar which benefits from AI demand. They also just bought autonomous robots to service their installations"  
[X Link](https://x.com/cousinbalin/status/1950592295151055243)  2025-07-30T16:20Z [--] followers, [--] engagements


"@taobanker Fair. $SFM also selling off with grocery growth"  
[X Link](https://x.com/cousinbalin/status/1952910490935673163)  2025-08-06T01:51Z [--] followers, [--] engagements


"@Tintincapital $ODD had a beat and raise 20% plus growth and got shredded down to a reasonable valuation"  
[X Link](https://x.com/cousinbalin/status/1953593535841644640)  2025-08-07T23:06Z [--] followers, [---] engagements


"@SFarringtonBKC Tangential idea.$IMMR. They are huge patent trolls that control a lot of haptic technology patents. They benefit a lot from some recent changes. It's getting really destroyed because they have a large holding in $BNED which is having some issues with getting their 10K out"  
[X Link](https://x.com/cousinbalin/status/1959978159123607576)  2025-08-25T13:56Z [--] followers, [---] engagements


"$ROOT might be the only name that both growth focused and value focused accounts are simultaneously writing about right now"  
[X Link](https://x.com/cousinbalin/status/1963722176030228774)  2025-09-04T21:53Z [--] followers, [---] engagements


"@chitchatstocks $ODD"  
[X Link](https://x.com/cousinbalin/status/1974110025867231671)  2025-10-03T13:51Z [--] followers, [---] engagements


"@SFarringtonBKC @FreightAlley That was fast Thank you"  
[X Link](https://x.com/cousinbalin/status/1975866218012921942)  2025-10-08T10:09Z [--] followers, [--] engagements


"@taobanker Do you worry at all about their concentration in the DC area"  
[X Link](https://x.com/cousinbalin/status/1978120788562600277)  2025-10-14T15:28Z [---] followers, [--] engagements


"@Aureliusltd28 To invest: $CBNA. To use: local credit union"  
[X Link](https://x.com/cousinbalin/status/1928456062526509546)  2025-05-30T14:18Z [---] followers, [---] engagements


"@wolfofharcourt $CVCO cavco $USLM US lime and minerals $ODFL Old Dominion freight $UFPT UFP technology $RSKD riskified"  
[X Link](https://x.com/cousinbalin/status/1929139480817995897)  2025-06-01T11:34Z [---] followers, [---] engagements


"@wolfofharcourt $ODFL is a trucking company with a history of high returns. US trucking is in a recession but rates are showing signs of bottoming. $CVCO builds manufactured housing which is Cheaper than site built"  
[X Link](https://x.com/cousinbalin/status/1929145521156895080)  2025-06-01T11:58Z [---] followers, [---] engagements


"@mvcinvesting $ODD is usually my answer here but it's had a solid run and is really expensive right now. $BNED is largely ignored as well. $TRNS is my other big selloff name to follow"  
[X Link](https://x.com/cousinbalin/status/1932900447263609004)  2025-06-11T20:39Z [---] followers, [---] engagements


"@KyleAdamsStocks $BNED or $CBNA"  
[X Link](https://x.com/cousinbalin/status/1936503154897457196)  2025-06-21T19:15Z [---] followers, [---] engagements


"@SFarringtonBKC $UFPT but it's not cheap right now. $CRMD because it IS cheap right now"  
[X Link](https://x.com/cousinbalin/status/1940707150810304951)  2025-07-03T09:40Z [---] followers, [---] engagements


"@stonkmetal $UFPT makes medical device packaging. Valuation is about fair right now but an absolutely solid company"  
[X Link](https://x.com/cousinbalin/status/1948881087285035287)  2025-07-25T23:00Z [---] followers, [---] engagements


"@FundasyInvestor Have you looked into $KINS at all Similar multiples and combined ratios but based on NYC instead of Florida"  
[X Link](https://x.com/cousinbalin/status/1961137511792521285)  2025-08-28T18:43Z [---] followers, [---] engagements


"@taobanker I hadn't looked at $MGPI for awhile. Oof"  
[X Link](https://x.com/cousinbalin/status/1972745149848703302)  2025-09-29T19:27Z [---] followers, [---] engagements


"@KyleAdamsStocks $UFPT.been a dog all year while the business grows"  
[X Link](https://x.com/cousinbalin/status/1974047469466988999)  2025-10-03T09:42Z [---] followers, [---] engagements


"@SFarringtonBKC @FreightAlley Maybe a $HTLD update is due"  
[X Link](https://x.com/cousinbalin/status/1975673693557727626)  2025-10-07T21:24Z [---] followers, [--] engagements


"@KyleAdamsStocks did you move markets with your $PPIH piece Thanks"  
[X Link](https://x.com/cousinbalin/status/1976293437746913684)  2025-10-09T14:27Z [---] followers, [----] engagements


"@mvcinvesting $ODD. It's already cheap and at support. Happy to add here but I'll be even happier to add lower"  
[X Link](https://x.com/cousinbalin/status/1977006332428624105)  2025-10-11T13:40Z [---] followers, [---] engagements


"@SFarringtonBKC $CAAP can accommodate all the lift offs. And join in"  
[X Link](https://x.com/cousinbalin/status/1977444603033768421)  2025-10-12T18:41Z [---] followers, [--] engagements


"@SFarringtonBKC @marketswithmay @br0n_yr_aur Sniper move would be $FCNCA buying them all instead"  
[X Link](https://x.com/cousinbalin/status/1979229169448779961)  2025-10-17T16:53Z [---] followers, [---] engagements


"@SFarringtonBKC @SummerSnowUSA How do you feel about this one vs. $IMMR Or do I have to wait for the thunder dome to happen"  
[X Link](https://x.com/cousinbalin/status/1980049298977935633)  2025-10-19T23:11Z [---] followers, [---] engagements


"@UBERSOY1 I like Lord of the Rings more because it didn't crap out the ending"  
[X Link](https://x.com/cousinbalin/status/1980242926900002930)  2025-10-20T12:01Z [---] followers, [--] engagements


"@chitchatstocks $ODD is beaten down with lots of new products in the pipeline"  
[X Link](https://x.com/cousinbalin/status/1980636017632960934)  2025-10-21T14:03Z [---] followers, [---] engagements


"@QualityInvest5 $CAAP is even cheaper"  
[X Link](https://x.com/cousinbalin/status/1982043142322045096)  2025-10-25T11:14Z [---] followers, [---] engagements


"@esaagar At least Iraq had backing from Congress"  
[X Link](https://x.com/cousinbalin/status/1982474299203338340)  2025-10-26T15:48Z [---] followers, [---] engagements


"@HiddenValueGems $USLM mentioned strong data center sales in their earnings today. It's offsetting other weakness"  
[X Link](https://x.com/cousinbalin/status/1983684562002825541)  2025-10-29T23:57Z [---] followers, [---] engagements


"Probably too close to earnings but $ODD should really start plowing their cash into a buyback now"  
[X Link](https://x.com/cousinbalin/status/1984076417001193480)  2025-10-31T01:54Z [---] followers, [---] engagements


"@Ashton_1nvests $ODD"  
[X Link](https://x.com/cousinbalin/status/1984276611659870685)  2025-10-31T15:09Z [---] followers, [---] engagements


"@Mufasa_Capital At this price you don't need much out of Oddity Labs to make it work. If their two existing brands grow at 10% for [--] years they'll be doing $1.2 billion in sales. And that's well below projections"  
[X Link](https://x.com/cousinbalin/status/1984277647837589929)  2025-10-31T15:13Z [---] followers, [--] engagements


"@Mufasa_Capital $ABL is trading at 7-8x [----] guidance but has no P/E ratio backward looking. $SJC has no earnings but will as soon as their gas starts flowing next year"  
[X Link](https://x.com/cousinbalin/status/1985304306807898378)  2025-11-03T11:13Z [---] followers, [---] engagements


"@esaagar Maybe we just need more time zones [--] would allow more flexibility to meet local needs. New England and Georgia have very different daylight hours but are both EST for example"  
[X Link](https://x.com/cousinbalin/status/1985348459956785469)  2025-11-03T14:08Z [---] followers, [--] engagements


"@ReneSellmann $ODD all the way"  
[X Link](https://x.com/cousinbalin/status/1987268324288569463)  2025-11-08T21:17Z [---] followers, [---] engagements


"@chitchatstocks @irbezek Which countries could $CAAP enter next"  
[X Link](https://x.com/cousinbalin/status/1988025772876153261)  2025-11-10T23:27Z [---] followers, [---] engagements


"@BowTiedMara Bullish $CAAP"  
[X Link](https://x.com/cousinbalin/status/1988330331397910923)  2025-11-11T19:37Z [---] followers, [---] engagements


"@Blinklebloop @joinyellowbrick @KerrisdaleCap @LongYield @bobspaysubstack @Unclestocknotes $CRMD even screening well now.is the market just ignoring this now"  
[X Link](https://x.com/cousinbalin/status/1990919575681003957)  2025-11-18T23:06Z [---] followers, [---] engagements


"@ch1cken_t3nder Battle Creek Cleveland and St. Louis are all awesome"  
[X Link](https://x.com/cousinbalin/status/1991281140989407640)  2025-11-19T23:03Z [---] followers, [--] engagements


"@Abacus_IR Can you provide any insight about the acquisition strategy going forward Should we expect more purchases and any areas your targeting Thanks"  
[X Link](https://x.com/cousinbalin/status/1991487968104829065)  2025-11-20T12:45Z [---] followers, [--] engagements


"@mvcinvesting Said it before but $ODD is disgustingly cheap right now"  
[X Link](https://x.com/cousinbalin/status/1994158449987367012)  2025-11-27T21:36Z [---] followers, [---] engagements


"@KyleAdamsStocks $ODD"  
[X Link](https://x.com/cousinbalin/status/1994567009628254472)  2025-11-29T00:40Z [---] followers, [---] engagements


"@KyleAdamsStocks I generally avoid them as well as I'm notoriously bad at consumer trends. My wife uses their products which turned me on to them and the valuation is dirt cheap for what they are"  
[X Link](https://x.com/cousinbalin/status/1994577307848134733)  2025-11-29T01:21Z [---] followers, [--] engagements


"@tracyalloway Some companies let goats graze around the panels and they just eat all the grass. Maybe goat replaced beef"  
[X Link](https://x.com/cousinbalin/status/1994747091554578819)  2025-11-29T12:35Z [---] followers, [--] engagements


"@TheWrap You've got to go to [--] years and get Spinal Tap in there"  
[X Link](https://x.com/cousinbalin/status/2000590681505439800)  2025-12-15T15:36Z [---] followers, [----] engagements


"@theficouple At 10% returns assuming $250000 at age [--]. you'd have $1.5 million in about [--] years. So retiring at age [--]. Also if you have $160k at [--] you'd get your $1.5 mil by 62-63. Math checks"  
[X Link](https://x.com/cousinbalin/status/2002459121107485046)  2025-12-20T19:20Z [---] followers, [--] engagements


"@TheRoyaltyKing $ABL for you too"  
[X Link](https://x.com/cousinbalin/status/2003062853532827728)  2025-12-22T11:19Z [---] followers, [--] engagements


"@hkuppy @HniReal $KINS is concentrated on the NYC area. Not reinsurance but might be useful"  
[X Link](https://x.com/cousinbalin/status/2004873855962149172)  2025-12-27T11:15Z [---] followers, [---] engagements


"@chitchatstocks [--] years is roughly peak COVID "everything is online" bubble. Any insight on [--] or [--] year performance"  
[X Link](https://x.com/cousinbalin/status/2006437968668774723)  2025-12-31T18:51Z [---] followers, [--] engagements


"@lasse108 $ODD $ABX $TWST"  
[X Link](https://x.com/cousinbalin/status/2007851981466128593)  2026-01-04T16:29Z [---] followers, [---] engagements


"@growthrapidly $ODD 20% annual growth even before their new brands launch the market isn't close to pricing that in"  
[X Link](https://x.com/cousinbalin/status/2007854402837905773)  2026-01-04T16:39Z [---] followers, [---] engagements


"@SFarringtonBKC Sort of interesting play is $CRMD. It's dirt cheap because of uncertainty about pricing in H2 of this year. However their primary drug lowers infection rates in dialysis patients and thus costs for providers. I feel like it's priced for failure with large upside if goes well"  
[X Link](https://x.com/cousinbalin/status/2008630493512626667)  2026-01-06T20:03Z [---] followers, [---] engagements


"@weary_centurion They need to ramp up that buyback program. And work on their IR"  
[X Link](https://x.com/cousinbalin/status/2009744542103159071)  2026-01-09T21:50Z [---] followers, [---] engagements


"@CCM_Brett Looked at it but didn't have massive multiple expansion in my thesis. Oh well"  
[X Link](https://x.com/cousinbalin/status/2010023095504179694)  2026-01-10T16:17Z [---] followers, [--] engagements


"@SFarringtonBKC The counter argument I've heard is that if they lower rates that they will extend credit to fewer people. I'm not sure if that's inherently good or bad but I wonder if you have any thoughts on it"  
[X Link](https://x.com/cousinbalin/status/2010058250948059520)  2026-01-10T18:36Z [---] followers, [---] engagements


"@CCM_Brett $ODD is in a 55% drawdown and trades under 20x"  
[X Link](https://x.com/cousinbalin/status/2010470185208307931)  2026-01-11T21:53Z [---] followers, [---] engagements


"@valuedontlie Are you still tracking $NATL at all"  
[X Link](https://x.com/cousinbalin/status/2011447968705176009)  2026-01-14T14:39Z [---] followers, [---] engagements


"@ConnerHursh Obviously because the only place to eat [--] hot dogs is a minor league baseball stadium on $1 hot dog night. Obviously"  
[X Link](https://x.com/cousinbalin/status/2014060564327055751)  2026-01-21T19:40Z [---] followers, [--] engagements


"@chitchatstocks $KFS also great"  
[X Link](https://x.com/cousinbalin/status/1974504241373860136)  2025-10-04T15:57Z [---] followers, [---] engagements


"@Ashton_1nvests $ODD. Just puts up gaudy numbers every quarter. $UFPT. Same"  
[X Link](https://x.com/cousinbalin/status/1987695050231325012)  2025-11-10T01:33Z [---] followers, [---] engagements


"@StockChaser_ $UFPT Under earned for a few quarters due to some factory change issues and the market didn't like that. They make medical device packaging"  
[X Link](https://x.com/cousinbalin/status/2008136791770251407)  2026-01-05T11:21Z [---] followers, [--] engagements


"@SFarringtonBKC Possible degen play.$OXM. Makes Tommy Bahama plus other brands. [----] P/S and I sider buying.tax refunds beget Hawaiian shirts"  
[X Link](https://x.com/cousinbalin/status/2010069673564615016)  2026-01-10T19:22Z [---] followers, [--] engagements


"@YodaStockInvest None of the above $TWST $UFPT"  
[X Link](https://x.com/cousinbalin/status/2013058313764700457)  2026-01-19T01:17Z [---] followers, [--] engagements


"@marketplunger1 any thoughts on why $IDR is getting sold while gold keeps going up Market gonna market"  
[X Link](https://x.com/cousinbalin/status/2016598138778226715)  2026-01-28T19:43Z [---] followers, [---] engagements


"@taobanker $NGVC down a lot too. Probably more sector related than specific to the company"  
[X Link](https://x.com/cousinbalin/status/1952909979461013950)  2025-08-06T01:49Z [---] followers, [---] engagements


"@TheGarpInvestor Also worth watching: $NGVC which is getting dragged down in sympathy has similar rates and a fraction of the hype"  
[X Link](https://x.com/cousinbalin/status/1984322338759066028)  2025-10-31T18:11Z [---] followers, [---] engagements


"@valuedontlie $ABL $ODD I did not realize how far $THRY had fallen though"  
[X Link](https://x.com/cousinbalin/status/1984438670540358029)  2025-11-01T01:53Z [---] followers, [---] engagements


"$ABL vs $7.the battle continues"  
[X Link](https://x.com/cousinbalin/status/1987924934098587747)  2025-11-10T16:46Z [---] followers, [---] engagements


"@SFarringtonBKC $TWST the best play I've found though not as cheap as it once was"  
[X Link](https://x.com/cousinbalin/status/2014782654483202421)  2026-01-23T19:29Z [---] followers, [---] engagements


"@LogicalThesis $SJT"  
[X Link](https://x.com/cousinbalin/status/1988711843691679895)  2025-11-12T20:53Z [---] followers, [---] engagements


"@marketplunger1 I've held $HWKN for years. Not exactly bombed out but great business"  
[X Link](https://x.com/cousinbalin/status/1993075158475849743)  2025-11-24T21:52Z [---] followers, [----] engagements


"@marketplunger1 $SJT"  
[X Link](https://x.com/cousinbalin/status/1997102575804354772)  2025-12-06T00:35Z [---] followers, [----] engagements


"@SFarringtonBKC Probably worth higher amounts but as a smaller investor I hope for $9. Hopefully there can be full year discount plans or other fun tiers. $BW and $ABL alone justify $20/month at this point"  
[X Link](https://x.com/cousinbalin/status/2002214800131276854)  2025-12-20T03:09Z [---] followers, [---] engagements


"@SFarringtonBKC Not quite 5x but $HWKN and $NATL both did about 3x"  
[X Link](https://x.com/cousinbalin/status/2002720538557571453)  2025-12-21T12:39Z [---] followers, [---] engagements


"@chitchatstocks $ODD $JXN or $ABL"  
[X Link](https://x.com/cousinbalin/status/2005611720354718078)  2025-12-29T12:07Z [---] followers, [---] engagements


"@JRogrow $BATRA owners waiting for an offer next"  
[X Link](https://x.com/cousinbalin/status/2011801325957161228)  2026-01-15T14:03Z [---] followers, [--] engagements


"@TheValueTrade $ODD $ABX"  
[X Link](https://x.com/cousinbalin/status/2014996698284560642)  2026-01-24T09:40Z [---] followers, [---] engagements


"@GrindeOptions $BYRN and $ALTG"  
[X Link](https://x.com/cousinbalin/status/2020211082720059693)  2026-02-07T19:00Z [---] followers, [---] engagements


"@TheWiseIC $ODD Cosmetics company with rapid growth a mountain of cash recurring revenue and a new line of AI developed acne treatments launching. Also it's crazy cheap"  
[X Link](https://x.com/cousinbalin/status/2020474401779540025)  2026-02-08T12:26Z [---] followers, [--] engagements


"@TheWiseIC $TWST Makers of synthetic DNA which is about to boom because of AI drug development. It also has stakes in DNA data storage"  
[X Link](https://x.com/cousinbalin/status/2020475006011003212)  2026-02-08T12:29Z [---] followers, [---] engagements


"@peter_mantas I don't own enough $TWST"  
[X Link](https://x.com/cousinbalin/status/2021395665339974001)  2026-02-11T01:27Z [---] followers, [---] engagements


"@MaaizKhan $IMMR up in sympathy"  
[X Link](https://x.com/cousinbalin/status/1993432619825213500)  2025-11-25T21:32Z [---] followers, [---] engagements


"@chitchatstocks $ODD $IMMR so far"  
[X Link](https://x.com/cousinbalin/status/1993694093281824855)  2025-11-26T14:51Z [---] followers, [---] engagements


"@BradoCapital $CAAP could be among the contenders to run their airports"  
[X Link](https://x.com/cousinbalin/status/2008140841823744009)  2026-01-05T11:37Z [---] followers, [--] engagements


"@SpecialSitsNews Funny that it took the truckers down too $KNX and $HTLD down"  
[X Link](https://x.com/cousinbalin/status/2022108444669681678)  2026-02-13T00:39Z [---] followers, [----] engagements


"We built Jikipedia a new wiki that compiles Jmail data into exhaustive reports on key figures in the Epstein scandal. It lists all recorded visits to Epstein's estates each person's possible knowledge of Epstein's crimes and laws that they may have violated. Here is Epstein's executive assistant who sent 100k emails to him and was shielded from prison via a [----] non-prosecution deal. https://twitter.com/i/web/status/2022482688691835121 https://twitter.com/i/web/status/2022482688691835121"  
[X Link](https://x.com/anyuser/status/2022482688691835121)  2026-02-14T01:27Z 91.3K followers, 6.3M engagements


"Link: https://backofthenapkinbios.substack.com/p/the-infrastructure-case-for-triple https://backofthenapkinbios.substack.com/p/the-infrastructure-case-for-triple"  
[X Link](https://x.com/anyuser/status/2022393081040183573)  2026-02-13T19:30Z [----] followers, [----] engagements


"RT @Claudia_Sahm: Great question. Drop in hiring happens every January. On a non-seasonally adjusted basis (left) we lost [---] million job"  
[X Link](https://x.com/anyuser/status/2022280047554351235)  2026-02-13T12:01Z [---] followers, [--] engagements


"Great question. Drop in hiring happens every January. On a non-seasonally adjusted basis (left) we lost [---] million jobs in January [----] but that was a smaller loss than a typical January . so we got a good print seasonally adjusted increase of [------] (right). @Claudia_Sahm Do you really think all those jobs were created in January with all the bad weather and the holidays From my time in corporate America nobody is interviewing and putting through hires in December. @Claudia_Sahm Do you really think all those jobs were created in January with all the bad weather and the holidays From my time"  
[X Link](https://x.com/anyuser/status/2022278747894816888)  2026-02-13T11:56Z 82K followers, [----] engagements


"@Claudia_Sahm Do you really think all those jobs were created in January with all the bad weather and the holidays From my time in corporate America nobody is interviewing and putting through hires in December"  
[X Link](https://x.com/anyuser/status/2022275264907002149)  2026-02-13T11:42Z [---] followers, [----] engagements


"RT @AbacusGM: "Always humbled when investors take the time to investigate and understand our business and even more grateful when they sha"  
[X Link](https://x.com/anyuser/status/2022000611911512261)  2026-02-12T17:31Z [---] followers, [--] engagements


""Always humbled when investors take the time to investigate and understand our business and even more grateful when they share our story." - $ABX Chairman and CEO Jay Jackson Thank you to @SFarringtonBKC for the write-up on Abacus Global Management 🤝 https://open.substack.com/pub/unemployedvaluedegen/p/a-conversation-with-management-part-986utm_campaign=post-expanded-share&utm_medium=post%20viewer A Conversation with Management Part III: Abacus Global Management $ABX https://t.co/z4Bdp2NhPq"  
[X Link](https://x.com/anyuser/status/2021956037587460390)  2026-02-12T14:34Z [---] followers, [----] engagements


"A Conversation with Management Part III: Abacus Global Management $ABX"  
[X Link](https://x.com/anyuser/status/2021807134690689341)  2026-02-12T04:42Z [----] followers, [----] engagements


"RT @ragingbullcap: $MIAX Doesn't seem like anyone understands the latent value in the 10% stake they retained in their sale of the MIAXdx f"  
[X Link](https://x.com/anyuser/status/2021920257506529712)  2026-02-12T12:12Z [---] followers, [--] engagements


"$MIAX Doesn't seem like anyone understands the latent value in the 10% stake they retained in their sale of the MIAXdx futures license to the Robinhood/Susquehanna JV (Rothera) $HOOD Prediction markets are growing like crazy. 2.3B in Q3 to [---] in Q4 (+270% QoQ) and already 4B in the first [--] weeks of [----]. The economics are $0.01/contract to the broker (HOOD) and $0.01 to the exchange clearinghouse. By purchasing the MIAX license HOOD captures more of that $0.02 total fee HOOD notes on the call they "anticipate a significant portion of volume will move over to Rothera". MIAX owns 10% of the"  
[X Link](https://x.com/anyuser/status/2021669136661885413)  2026-02-11T19:34Z [----] followers, 12.4K engagements


"Horizon Kinetics on $MIAX https://horizonkinetics.com/app/uploads/Founders-Letter-2026_Final.pdf https://horizonkinetics.com/app/uploads/Founders-Letter-2026_Final.pdf"  
[X Link](https://x.com/anyuser/status/2010891881375227967)  2026-01-13T01:49Z [----] followers, 32.4K engagements


"U.S. Farm Bankruptcies increased 46% in [----]. This is UNACCEPTABLE. Less than 2% of Americans feed the rest of us. We need to make sure our farmers are WHOLE and pass the reforms they've been calling out for. Right to repair. Reforming checkoff programs. Breaking up seed and fertilizer monopolies. Our farmers have to buy from monopolies then sell into monopolies. They get squeezed on both ends while corporations post record profits. We're losing family farms every single day. We don't have time to wait. https://www.agriculture.com/partners-u-s-farm-bankruptcies-increased-46-in-2025-11903416"  
[X Link](https://x.com/anyuser/status/2021372679840763966)  2026-02-10T23:56Z 25.1K followers, 48.4K engagements


"WH keeps 'pumping up' payrolls for tomorrow. Here's why. Revisions could wipe out all job growth last year. Zero. zip. nada"  
[X Link](https://x.com/anyuser/status/2021273952706810187)  2026-02-10T17:23Z 82K followers, 628.9K engagements


"RT @RepThomasMassie: 🧵1) This is significant because Kash Patel testified to Congress that FBI had no evidence of other sex traffickers. Th"  
[X Link](https://x.com/anyuser/status/2021061374965854470)  2026-02-10T03:19Z [---] followers, [----] engagements


"🧵1) This is significant because Kash Patel testified to Congress that FBI had no evidence of other sex traffickers. This is FBIs own [----] document listing Wexner as coconspirator in child sex trafficking. It wasnt unredacted until tonight. The document you cite has numerous victim names. We have just unredacted Les Wexner's name from this document but his name already appears in the files thousands of times. DOJ is hiding nothing. The document you cite has numerous victim names. We have just unredacted Les Wexner's name from this document but his name already appears in the files thousands"  
[X Link](https://x.com/anyuser/status/2021059475436863778)  2026-02-10T03:11Z 1.7M followers, 2.8M engagements


"The document you cite has numerous victim names. We have just unredacted Les Wexner's name from this document but his name already appears in the files thousands of times. DOJ is hiding nothing. This is well known retired CEO. DOJ should unredact this. Why did they redact it https://t.co/F6hhKELDm0 https://t.co/Dh2v88961p This is well known retired CEO. DOJ should unredact this. Why did they redact it https://t.co/F6hhKELDm0 https://t.co/Dh2v88961p"  
[X Link](https://x.com/anyuser/status/2021043176350355731)  2026-02-10T02:06Z 82.2K followers, 4.3M engagements


"Five Bagging Healthcare Facilities Fast or Slow: Auna S.A. $AUNA & Medical Properties Trust $MPT"  
[X Link](https://x.com/anyuser/status/2020913848342008200)  2026-02-09T17:33Z [----] followers, [----] engagements


"Ever heard of search funds Interested in an asset class that has generated 35% annual returns over multiple decades through economic cycles You really need to listen to this podcast on Kingsway Financial Services. link to a full interview: $KFS $SPY https://rockandturner.substack.com/p/kingsway-financial-services-ceo-interview https://rockandturner.substack.com/p/kingsway-financial-services-ceo-interview"  
[X Link](https://x.com/anyuser/status/2020212128360083640)  2026-02-07T19:04Z [---] followers, [----] engagements


"Not a SINGLE CEO of a major SAAS corp has bought stock in their company even after all this bloodbath. Yet the monkeys are trying to call the low in SAAS every single day. Bless 🥹🙏"  
[X Link](https://x.com/anyuser/status/2020579768794517643)  2026-02-08T19:25Z 145.6K followers, 246.7K engagements


"RT @weary_centurion: $ODD The stock is priced like a dumpster fire Meanwhile SpoiledChild traffic growth is exploding +100% month over m"  
[X Link](https://x.com/anyuser/status/2020506392004812808)  2026-02-08T14:33Z [---] followers, [--] engagements


"$ODD The stock is priced like a dumpster fire Meanwhile SpoiledChild traffic growth is exploding +100% month over month METHODIQ only started in November but early signs suggest it is growing faster than SpoiledChild did upon launch Looking forward to Q4 earnings $ODD's SpoiledChild taking over as growth engine with +100% M/M traffic growth https://t.co/j022ozVPrG $ODD's SpoiledChild taking over as growth engine with +100% M/M traffic growth https://t.co/j022ozVPrG"  
[X Link](https://x.com/anyuser/status/2020421780515766353)  2026-02-08T08:57Z 10K followers, [----] engagements


"$ODD's SpoiledChild taking over as growth engine with +100% M/M traffic growth"  
[X Link](https://x.com/anyuser/status/2020166131856605263)  2026-02-07T16:01Z [--] followers, [----] engagements


"Model Portfolio Update: 77.88% Return Since Inception 52.9% Annualized Return I will be giving away an annual subscription at random to an account that retweets this post"  
[X Link](https://x.com/anyuser/status/2020061989737795628)  2026-02-07T09:08Z [----] followers, 442K engagements


"RT @TheStalwart: Noticed this chart yesterday"  
[X Link](https://x.com/anyuser/status/2019774612431659487)  2026-02-06T14:06Z [---] followers, [--] engagements


"Noticed this chart yesterday CEO of a top [--] mega truckload carrier just texted me: Something is happening in freight. It's very strong and we're starting to increase rates. CEO of a top [--] mega truckload carrier just texted me: Something is happening in freight. It's very strong and we're starting to increase rates"  
[X Link](https://x.com/anyuser/status/2019760641586635181)  2026-02-06T13:10Z 431.1K followers, 156.4K engagements


"CEO of a top [--] mega truckload carrier just texted me: Something is happening in freight. It's very strong and we're starting to increase rates"  
[X Link](https://x.com/anyuser/status/2019744407595971009)  2026-02-06T12:06Z 98.1K followers, 404.6K engagements


"This is literally DBTL. I said it and posted about this many times before biology is crossing into compute like behaviour. And when biology behaves like compute the best DNA writer becomes the Nvidia of the stack. See Hyperscaler post on how this plays out: $TWST https://backofthenapkinbios.substack.com/p/update-on-hyperscaler-rumors-with https://backofthenapkinbios.substack.com/p/update-on-hyperscaler-rumors-with"  
[X Link](https://x.com/anyuser/status/2019773026099737001)  2026-02-06T13:59Z [----] followers, [----] engagements


"RT @R_Thaler: Jon was three hours and several coffees ahead of me in this discussion plus home court advantage. That said I think Jon som"  
[X Link](https://x.com/anyuser/status/2019472666558656765)  2026-02-05T18:06Z [---] followers, [--] engagements


"Jon was three hours and several coffees ahead of me in this discussion plus home court advantage. That said I think Jon somehow thinks we can get rid of markets. Not sure how that works. Markets are imperfect but what is the alternative Let Trump pick winners and losers .@R_Thaler discusses how behavioral economics have been used to help and hurt consumers. #theweeklyshow #jonstewart #politics https://t.co/2WMU3o8z1E .@R_Thaler discusses how behavioral economics have been used to help and hurt consumers. #theweeklyshow #jonstewart #politics https://t.co/2WMU3o8z1E"  
[X Link](https://x.com/anyuser/status/2019460332930928723)  2026-02-05T17:17Z 200K followers, 122.3K engagements


".@R_Thaler discusses how behavioral economics have been used to help and hurt consumers. #theweeklyshow #jonstewart #politics"  
[X Link](https://x.com/anyuser/status/2019454124429832688)  2026-02-05T16:52Z 32.3K followers, 56.9K engagements


"RT @R_Thaler: OK this was fun. I did not have doing a deep dive on Obamacare on my bingo card What I wish I had thought to say at the end"  
[X Link](https://x.com/anyuser/status/2019182457719763010)  2026-02-04T22:53Z [---] followers, [--] engagements


"OK this was fun. I did not have doing a deep dive on Obamacare on my bingo card What I wish I had thought to say at the end was to remember that the ACA passed by one vote. That limits what we can do. Anyway not my specialty Many thanks to the show and to Jon. 🚨 New episode NOW out on YouTube 🚨 Jon & Nobel laureate @R_Thaler discuss : Behavioral Economics Economists vs. Reality Mugs Mugs and more Mugs Bad Bunny is Good Bunny https://t.co/ndL7TS2u2n 🚨 New episode NOW out on YouTube 🚨 Jon & Nobel laureate @R_Thaler discuss : Behavioral Economics Economists vs. Reality Mugs Mugs and more"  
[X Link](https://x.com/anyuser/status/2019181820542358014)  2026-02-04T22:50Z 200K followers, 190.3K engagements


"🚨 New episode NOW out on YouTube 🚨 Jon & Nobel laureate @R_Thaler discuss : Behavioral Economics Economists vs. Reality Mugs Mugs and more Mugs Bad Bunny is Good Bunny http://youtube.com/watchv=rZczEzMu_U8&feature=youtu.be http://youtube.com/watchv=rZczEzMu_U8&feature=youtu.be"  
[X Link](https://x.com/anyuser/status/2019141566435299518)  2026-02-04T20:10Z 32.3K followers, 319.3K engagements


"Praetorian's Q4 [----] Investor Letter is here: Follow us @praetoriancap for more updates. https://go.pracap.com/hubfs/Quarterly%20Letters/2025/2025%20Q4%20Investor%20Letter%20%20-%20Approved%20v2.pdf https://go.pracap.com/hubfs/Quarterly%20Letters/2025/2025%20Q4%20Investor%20Letter%20%20-%20Approved%20v2.pdf"  
[X Link](https://x.com/anyuser/status/2019114524151017625)  2026-02-04T18:23Z [----] followers, 49.8K engagements


"RT @peter_mantas: I have written extensively about $QURE since mid-December (see the blog for all the posts) when the stock was around $20"  
[X Link](https://x.com/anyuser/status/2018844698899783907)  2026-02-04T00:30Z [---] followers, [--] engagements


"I have written extensively about $QURE since mid-December (see the blog for all the posts) when the stock was around $20 outlining why I believe AMT-130 gets an Accelerated Approval designation. In my opinion the outcome is AA + light PMR implying a price target north of $100 at minimum. We are now weeks (days) away from receiving the Type A meeting minutes. Yesterday someone paid $1.5 million in premium for $QURE April $70 calls which suggests they effectively agree with this thesis. I was obviously not present at the meeting but no rational bettor makes a large out-of-the-money call option"  
[X Link](https://x.com/anyuser/status/2018842760842023090)  2026-02-04T00:23Z [----] followers, 20.3K engagements


"Game. Set. Match. $QURE insert vince carter meme https://backofthenapkinbios.substack.com/p/regulatory-suicide-how-the-fdas-cystic https://backofthenapkinbios.substack.com/p/regulatory-suicide-how-the-fdas-cystic"  
[X Link](https://x.com/anyuser/status/2001116311917625527)  2025-12-17T02:24Z [----] followers, 59.7K engagements


"Look at this ridiculous Tender Rejection seasonal chart. Having been burned by so many head fakes we are being asked "Do you think its real this time" Looking at this chart leaves no doubt"  
[X Link](https://x.com/anyuser/status/2018783433896628459)  2026-02-03T20:27Z 98.1K followers, 10.1K engagements

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