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# ![@iBladesi Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::72727423.png) @iBladesi John T. Conover

John T. Conover posts on X about mega, prob, up the, $gof the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.

### Engagements: XXXXX [#](/creator/twitter::72727423/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::72727423/c:line/m:interactions.svg)

- X Week XXXXXX +48%
- X Month XXXXXX -XX%
- X Months XXXXXXXXX +956%
- X Year XXXXXXXXX +1,564%

### Mentions: XX [#](/creator/twitter::72727423/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::72727423/c:line/m:posts_active.svg)

- X Week XX +39%
- X Month XX -XX%
- X Months XXX +9.60%
- X Year XXXXX +160%

### Followers: XXXXX [#](/creator/twitter::72727423/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::72727423/c:line/m:followers.svg)

- X Week XXXXX +0.55%
- X Month XXXXX +1.30%
- X Months XXXXX +33%
- X Year XXXXX +63%

### CreatorRank: XXXXXXX [#](/creator/twitter::72727423/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::72727423/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::72727423/influence)
---

**Social category influence**
[finance](/list/finance)  XXXX% [stocks](/list/stocks)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX% [celebrities](/list/celebrities)  XXXX% [premier league](/list/premier-league)  XXXX%

**Social topic influence**
[mega](/topic/mega) #2558, [prob](/topic/prob) 1.31%, [up the](/topic/up-the) 1.31%, [$gof](/topic/$gof) 0.65%, [$virt](/topic/$virt) 0.65%, [$onit](/topic/$onit) 0.65%, [$pmt](/topic/$pmt) 0.65%, [$ritm](/topic/$ritm) 0.65%, [$pfsi](/topic/$pfsi) 0.65%, [gnarly](/topic/gnarly) XXXX%

**Top accounts mentioned or mentioned by**
[@gardinerisland](/creator/undefined) [@mikejm65](/creator/undefined) [@yenoms](/creator/undefined) [@jimdelisle](/creator/undefined) [@blondesnmoney](/creator/undefined) [@laziestofdans](/creator/undefined) [@bigcoveranch](/creator/undefined) [@dollar_bill_100](/creator/undefined) [@amadeopanoptes](/creator/undefined) [@scottybseball](/creator/undefined) [@taobanker](/creator/undefined) [@mopgcw](/creator/undefined) [@crpconnect](/creator/undefined) [@stokedonwaves](/creator/undefined) [@uer7ert7ert7](/creator/undefined) [@17catspaw](/creator/undefined) [@andrewhfx](/creator/undefined) [@doubleclutch](/creator/undefined) [@consensusgurus](/creator/undefined) [@daveymac62](/creator/undefined)

**Top assets mentioned**
[Virtu Financial, Inc. Class A (VIRT)](/topic/$virt) [Public Masterpiece Token (PMT)](/topic/$pmt) [Rithm Capital Corp. (RITM)](/topic/$ritm) [PennyMac Financial Services, Inc. Common Stock (PFSI)](/topic/$pfsi) [ADAMANT Messenger (ADM)](/topic/$adm) [Roblox, Corp. (RBLX)](/topic/$rblx) [Kenvue Inc. (KVUE)](/topic/$kvue) [Earn Network (EARN)](/topic/$earn) [PDX Coin (PDX)](/topic/$pdx) [Crocs, Inc. (CROX)](/topic/$crox) [Molson Coors Beverage Co Class B (TAP)](/topic/$tap) [Sable Offshore Corp. (SOC)](/topic/$soc) [DxChain (DX)](/topic/$dx)
### Top Social Posts [#](/creator/twitter::72727423/posts)
---
Top posts by engagements in the last XX hours

"$GOF is the other one h/t @qorka 9m shares oustanding. 5.56mm volume. down 6.5%. mega premium still. wouldn't buy"  
[X Link](https://x.com/iBladesi/status/1980306883044151533) [@iBladesi](/creator/x/iBladesi) 2025-10-20T16:15Z 2546 followers, XXX engagements


"PDI/PDO/GOF selling intensifies. PDO is almost at NAV. Are there any other (usually calm) CEFs catching sudden premium contraction today"  
[X Link](https://x.com/iBladesi/status/1980307900506788086) [@iBladesi](/creator/x/iBladesi) 2025-10-20T16:19Z 2546 followers, 1272 engagements


"If $VIRT remains here. this will be it's first green day this month. and prob 3rd green day for the past XX days lol"  
[X Link](https://x.com/iBladesi/status/1975930041994486188) [@iBladesi](/creator/x/iBladesi) 2025-10-08T14:23Z 2542 followers, XXX engagements


"$ONIT $PMT $RITM all pretty gnarly today. to a lesser extent $PFSI . odd. I'm still waiting to add to RITM. I'd prob have a go low 10s"  
[X Link](https://x.com/iBladesi/status/1976357125266997615) [@iBladesi](/creator/x/iBladesi) 2025-10-09T18:40Z 2542 followers, XXX engagements


"@Dollar_Bill_100 mike n is probably pissed off. but i think he's lost the right to bellyache about valuation when he constantly slaps the stock down with offerings and spending sprees"  
[X Link](https://x.com/iBladesi/status/1976373646861230197) [@iBladesi](/creator/x/iBladesi) 2025-10-09T19:46Z 2542 followers, XX engagements


"Trump has managed to do the impossible and pump $ADM. I held thru the trenches and sold at a mid price. SAD"  
[X Link](https://x.com/iBladesi/status/1978267712661975352) [@iBladesi](/creator/x/iBladesi) 2025-10-15T01:12Z 2542 followers, XXX engagements


"The mind of a $RBLX long must be a dark place. This is proven to be digital Epstein island. Have a seat. right here fella. just have a seat"  
[X Link](https://x.com/iBladesi/status/1978459019355288041) [@iBladesi](/creator/x/iBladesi) 2025-10-15T13:52Z 2542 followers, XXX engagements


"@west4thstreet @17catspaw @shortbus_ace Mark to muppet 10/10"  
[X Link](https://x.com/iBladesi/status/1980047441593581937) [@iBladesi](/creator/x/iBladesi) 2025-10-19T23:04Z 2543 followers, XX engagements


"$KVUE is drilling to new lows. what is it now"  
[X Link](https://x.com/iBladesi/status/1978856985815588985) [@iBladesi](/creator/x/iBladesi) 2025-10-16T16:14Z 2546 followers, 1951 engagements


"$EARN it would be a bad look to be late for this NAV update. Should be out sooner or later"  
[X Link](https://x.com/iBladesi/status/1980385074194633187) [@iBladesi](/creator/x/iBladesi) 2025-10-20T21:26Z 2546 followers, XXX engagements


"It seems like the market price of $PDX is tracking the NAV change (from VG being down bad) fairly well. Interested to see nav perf after close. at X% discount to NAV (especially when VG is down in the dirt) i'd add to PDX"  
[X Link](https://x.com/iBladesi/status/1976723555837505651) [@iBladesi](/creator/x/iBladesi) 2025-10-10T18:56Z 2544 followers, 1247 engagements


"@taobanker this thing is my $CROX to bear"  
[X Link](https://x.com/iBladesi/status/1976747397876228415) [@iBladesi](/creator/x/iBladesi) 2025-10-10T20:31Z 2545 followers, XXX engagements


"NAV down XXXX% to XXXXX. Good job mr market. I guess that given VG is down so bad X% discount wouldn't be a horrible place to add. but i prob won't"  
[X Link](https://x.com/iBladesi/status/1976791435770052697) [@iBladesi](/creator/x/iBladesi) 2025-10-10T23:26Z 2545 followers, XXX engagements


"What's with Conagra No bueno Is this like a BGS in the making"  
[X Link](https://x.com/iBladesi/status/1978438730886119732) [@iBladesi](/creator/x/iBladesi) 2025-10-15T12:32Z 2545 followers, XXX engagements


"$TAP wtf happen here"  
[X Link](https://x.com/iBladesi/status/1978478437980311833) [@iBladesi](/creator/x/iBladesi) 2025-10-15T15:09Z 2544 followers, XXX engagements


"@mopgcw sounds like a BGS to me. Thanks for the input 🙏. what a pity"  
[X Link](https://x.com/iBladesi/status/1978498521876591004) [@iBladesi](/creator/x/iBladesi) 2025-10-15T16:29Z 2545 followers, XX engagements


"@stoked_on_waves @blondesnmoney @RodriGo_ethe The time of that has gone on too long"  
[X Link](https://x.com/iBladesi/status/1979994301758148638) [@iBladesi](/creator/x/iBladesi) 2025-10-19T19:33Z 2544 followers, XXX engagements


"oh and my very idiosyncratic MBS port (can't really be a signal on prepays too many thin pools) just had 52wk high in monthly prepays (prior month was a 52wk low i swear)"  
[X Link](https://x.com/iBladesi/status/1980010317779263654) [@iBladesi](/creator/x/iBladesi) 2025-10-19T20:37Z 2543 followers, XXX engagements


"@CcDragonfly here is a random selection. that doesn't seem normal. that is a smaller pool tho. more payoffs than buyouts tho (click removals)"  
[X Link](https://x.com/iBladesi/status/1980018764545675499) [@iBladesi](/creator/x/iBladesi) 2025-10-19T21:10Z 2543 followers, XX engagements


"@CcDragonfly click removals and look at history and its more lumpy. idk. like I said I'm still learning. and I don't really have to care about ginnie credit performance but I do keep an eye on it. It's not great"  
[X Link](https://x.com/iBladesi/status/1980019182235537538) [@iBladesi](/creator/x/iBladesi) 2025-10-19T21:12Z 2543 followers, XX engagements


"@bigcoveranch I added some PDX at XXXXX. XX% discount is fine given VG has gotten so clobbered. maybe one day it will be a tailwind"  
[X Link](https://x.com/iBladesi/status/1980284315893154268) [@iBladesi](/creator/x/iBladesi) 2025-10-20T14:45Z 2543 followers, XX engagements


"happening again today. repeat until discount plz"  
[X Link](https://x.com/iBladesi/status/1980277258955751632) [@iBladesi](/creator/x/iBladesi) 2025-10-20T14:17Z 2546 followers, XXX engagements


"@taobanker 🙏u bring up the best widgets. thanks dude. looks lovely. btw. I'm up comfy on WEN now. I think I won the "make money on WEN" minigame I made for myself"  
[X Link](https://x.com/iBladesi/status/1980417792827629953) [@iBladesi](/creator/x/iBladesi) 2025-10-20T23:36Z 2546 followers, XXX engagements


"@Investor_NICK_ Nick u need an 8hr detox from bynd. 😭"  
[X Link](https://x.com/iBladesi/status/1980471148795297808) [@iBladesi](/creator/x/iBladesi) 2025-10-21T03:08Z 2546 followers, XXX engagements


"h/t @yenoms $GECC details their First Brands exposure. Worth a read. at least they had them marked lower than psec did (and prob still does)"  
[X Link](https://x.com/iBladesi/status/1975682420499181633) [@iBladesi](/creator/x/iBladesi) 2025-10-07T21:59Z 2545 followers, 2258 engagements


"I kind of want to buy XXX shares of $SOC on the hope that the emperor might intervene. but i also want to sell a slightly otm call every week to those that believe the same. A very nihilistic experiment and I am willing to make a sacrifice"  
[X Link](https://x.com/iBladesi/status/1978263958311108656) [@iBladesi](/creator/x/iBladesi) 2025-10-15T00:57Z 2542 followers, 2915 engagements


"@AndrewhFX looks like JNJ just threw all their nasty legal battles into a bucket and called it kenvue. yikes"  
[X Link](https://x.com/iBladesi/status/1978865816415187385) [@iBladesi](/creator/x/iBladesi) 2025-10-16T16:49Z 2546 followers, XXX engagements


"$DX bvps XXXXX vs XXXXX prior. raised 254mm thru atm (about 20.355m shares at 12.48). Still a healthy balance of 5s and 5.5s. the conf call is at 10:00 am. I am surprised the stock is up. I guess the market is okay with a mega premium. They still have ATM active"  
[X Link](https://x.com/iBladesi/status/1980248293352321161) [@iBladesi](/creator/x/iBladesi) 2025-10-20T12:22Z 2546 followers, 1637 engagements


"'expect the rate cut to add a tailwind to NIM this qtr""  
[X Link](https://x.com/iBladesi/status/1980274590359097489) [@iBladesi](/creator/x/iBladesi) 2025-10-20T14:07Z 2545 followers, XXX engagements


"@GardinerIsland and their pfds whistle past the graveyard. for the most part. for now. last I looked SPMC had a very gnarly expense ratio"  
[X Link](https://x.com/iBladesi/status/1980378880226787554) [@iBladesi](/creator/x/iBladesi) 2025-10-20T21:01Z 2545 followers, XXX engagements


"@shortbus_ace of those XX% newly minted regional banking experts. how many can read beyond a few 🚨🚨🚨"  
[X Link](https://x.com/iBladesi/status/1980410753875341722) [@iBladesi](/creator/x/iBladesi) 2025-10-20T23:08Z 2546 followers, XXX engagements


"@MikeJM65 ellington is pretty sharp when it comes to credit hedging. it has worked out very well in the past for EFC"  
[X Link](https://x.com/iBladesi/status/1980601970877427848) [@iBladesi](/creator/x/iBladesi) 2025-10-21T11:48Z 2545 followers, XX engagements


"@bigcoveranch apparently there are a few other mega premium funds getting crushed today"  
[X Link](https://x.com/iBladesi/status/1980290567453249789) [@iBladesi](/creator/x/iBladesi) 2025-10-20T15:10Z 2545 followers, XX engagements


"@MikeJM65 @theroadtomana DMO at a mega discount was a 2022-2023 thing. It started to ramp up the distribution. slightly overdistributing. this attracted buyers and narrowed premium. It now trades at NAV. I was always jealous of it's alloc to legacy CRT 1B (mid double digit coupons)"  
[X Link](https://x.com/iBladesi/status/1980325490855670142) [@iBladesi](/creator/x/iBladesi) 2025-10-20T17:29Z 2546 followers, XX engagements


"@taobanker @freecathflow yea. core is missing dist for sure. and yes the comps are absolutely miserable. for good reasons. but like I said. STWD is "hardy". can weather a storm better due to size. which is why u don't see it trade at a dumpster p/tbv mult"  
[X Link](https://x.com/iBladesi/status/1980421437161914816) [@iBladesi](/creator/x/iBladesi) 2025-10-20T23:50Z 2546 followers, XXX engagements


"@jimdelisle yep I noticed that too. I wonder if they'll attempt to explain that away on earnings call. Will listen anyways. I do not touch agnc"  
[X Link](https://x.com/iBladesi/status/1980609109222207786) [@iBladesi](/creator/x/iBladesi) 2025-10-21T12:16Z 2546 followers, XX engagements

[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@iBladesi Avatar @iBladesi John T. Conover

John T. Conover posts on X about mega, prob, up the, $gof the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.

Engagements: XXXXX #

Engagements Line Chart

  • X Week XXXXXX +48%
  • X Month XXXXXX -XX%
  • X Months XXXXXXXXX +956%
  • X Year XXXXXXXXX +1,564%

Mentions: XX #

Mentions Line Chart

  • X Week XX +39%
  • X Month XX -XX%
  • X Months XXX +9.60%
  • X Year XXXXX +160%

Followers: XXXXX #

Followers Line Chart

  • X Week XXXXX +0.55%
  • X Month XXXXX +1.30%
  • X Months XXXXX +33%
  • X Year XXXXX +63%

CreatorRank: XXXXXXX #

CreatorRank Line Chart

Social Influence #


Social category influence finance XXXX% stocks XXXX% cryptocurrencies XXXX% celebrities XXXX% premier league XXXX%

Social topic influence mega #2558, prob 1.31%, up the 1.31%, $gof 0.65%, $virt 0.65%, $onit 0.65%, $pmt 0.65%, $ritm 0.65%, $pfsi 0.65%, gnarly XXXX%

Top accounts mentioned or mentioned by @gardinerisland @mikejm65 @yenoms @jimdelisle @blondesnmoney @laziestofdans @bigcoveranch @dollar_bill_100 @amadeopanoptes @scottybseball @taobanker @mopgcw @crpconnect @stokedonwaves @uer7ert7ert7 @17catspaw @andrewhfx @doubleclutch @consensusgurus @daveymac62

Top assets mentioned Virtu Financial, Inc. Class A (VIRT) Public Masterpiece Token (PMT) Rithm Capital Corp. (RITM) PennyMac Financial Services, Inc. Common Stock (PFSI) ADAMANT Messenger (ADM) Roblox, Corp. (RBLX) Kenvue Inc. (KVUE) Earn Network (EARN) PDX Coin (PDX) Crocs, Inc. (CROX) Molson Coors Beverage Co Class B (TAP) Sable Offshore Corp. (SOC) DxChain (DX)

Top Social Posts #


Top posts by engagements in the last XX hours

"$GOF is the other one h/t @qorka 9m shares oustanding. 5.56mm volume. down 6.5%. mega premium still. wouldn't buy"
X Link @iBladesi 2025-10-20T16:15Z 2546 followers, XXX engagements

"PDI/PDO/GOF selling intensifies. PDO is almost at NAV. Are there any other (usually calm) CEFs catching sudden premium contraction today"
X Link @iBladesi 2025-10-20T16:19Z 2546 followers, 1272 engagements

"If $VIRT remains here. this will be it's first green day this month. and prob 3rd green day for the past XX days lol"
X Link @iBladesi 2025-10-08T14:23Z 2542 followers, XXX engagements

"$ONIT $PMT $RITM all pretty gnarly today. to a lesser extent $PFSI . odd. I'm still waiting to add to RITM. I'd prob have a go low 10s"
X Link @iBladesi 2025-10-09T18:40Z 2542 followers, XXX engagements

"@Dollar_Bill_100 mike n is probably pissed off. but i think he's lost the right to bellyache about valuation when he constantly slaps the stock down with offerings and spending sprees"
X Link @iBladesi 2025-10-09T19:46Z 2542 followers, XX engagements

"Trump has managed to do the impossible and pump $ADM. I held thru the trenches and sold at a mid price. SAD"
X Link @iBladesi 2025-10-15T01:12Z 2542 followers, XXX engagements

"The mind of a $RBLX long must be a dark place. This is proven to be digital Epstein island. Have a seat. right here fella. just have a seat"
X Link @iBladesi 2025-10-15T13:52Z 2542 followers, XXX engagements

"@west4thstreet @17catspaw @shortbus_ace Mark to muppet 10/10"
X Link @iBladesi 2025-10-19T23:04Z 2543 followers, XX engagements

"$KVUE is drilling to new lows. what is it now"
X Link @iBladesi 2025-10-16T16:14Z 2546 followers, 1951 engagements

"$EARN it would be a bad look to be late for this NAV update. Should be out sooner or later"
X Link @iBladesi 2025-10-20T21:26Z 2546 followers, XXX engagements

"It seems like the market price of $PDX is tracking the NAV change (from VG being down bad) fairly well. Interested to see nav perf after close. at X% discount to NAV (especially when VG is down in the dirt) i'd add to PDX"
X Link @iBladesi 2025-10-10T18:56Z 2544 followers, 1247 engagements

"@taobanker this thing is my $CROX to bear"
X Link @iBladesi 2025-10-10T20:31Z 2545 followers, XXX engagements

"NAV down XXXX% to XXXXX. Good job mr market. I guess that given VG is down so bad X% discount wouldn't be a horrible place to add. but i prob won't"
X Link @iBladesi 2025-10-10T23:26Z 2545 followers, XXX engagements

"What's with Conagra No bueno Is this like a BGS in the making"
X Link @iBladesi 2025-10-15T12:32Z 2545 followers, XXX engagements

"$TAP wtf happen here"
X Link @iBladesi 2025-10-15T15:09Z 2544 followers, XXX engagements

"@mopgcw sounds like a BGS to me. Thanks for the input 🙏. what a pity"
X Link @iBladesi 2025-10-15T16:29Z 2545 followers, XX engagements

"@stoked_on_waves @blondesnmoney @RodriGo_ethe The time of that has gone on too long"
X Link @iBladesi 2025-10-19T19:33Z 2544 followers, XXX engagements

"oh and my very idiosyncratic MBS port (can't really be a signal on prepays too many thin pools) just had 52wk high in monthly prepays (prior month was a 52wk low i swear)"
X Link @iBladesi 2025-10-19T20:37Z 2543 followers, XXX engagements

"@CcDragonfly here is a random selection. that doesn't seem normal. that is a smaller pool tho. more payoffs than buyouts tho (click removals)"
X Link @iBladesi 2025-10-19T21:10Z 2543 followers, XX engagements

"@CcDragonfly click removals and look at history and its more lumpy. idk. like I said I'm still learning. and I don't really have to care about ginnie credit performance but I do keep an eye on it. It's not great"
X Link @iBladesi 2025-10-19T21:12Z 2543 followers, XX engagements

"@bigcoveranch I added some PDX at XXXXX. XX% discount is fine given VG has gotten so clobbered. maybe one day it will be a tailwind"
X Link @iBladesi 2025-10-20T14:45Z 2543 followers, XX engagements

"happening again today. repeat until discount plz"
X Link @iBladesi 2025-10-20T14:17Z 2546 followers, XXX engagements

"@taobanker 🙏u bring up the best widgets. thanks dude. looks lovely. btw. I'm up comfy on WEN now. I think I won the "make money on WEN" minigame I made for myself"
X Link @iBladesi 2025-10-20T23:36Z 2546 followers, XXX engagements

"@Investor_NICK_ Nick u need an 8hr detox from bynd. 😭"
X Link @iBladesi 2025-10-21T03:08Z 2546 followers, XXX engagements

"h/t @yenoms $GECC details their First Brands exposure. Worth a read. at least they had them marked lower than psec did (and prob still does)"
X Link @iBladesi 2025-10-07T21:59Z 2545 followers, 2258 engagements

"I kind of want to buy XXX shares of $SOC on the hope that the emperor might intervene. but i also want to sell a slightly otm call every week to those that believe the same. A very nihilistic experiment and I am willing to make a sacrifice"
X Link @iBladesi 2025-10-15T00:57Z 2542 followers, 2915 engagements

"@AndrewhFX looks like JNJ just threw all their nasty legal battles into a bucket and called it kenvue. yikes"
X Link @iBladesi 2025-10-16T16:49Z 2546 followers, XXX engagements

"$DX bvps XXXXX vs XXXXX prior. raised 254mm thru atm (about 20.355m shares at 12.48). Still a healthy balance of 5s and 5.5s. the conf call is at 10:00 am. I am surprised the stock is up. I guess the market is okay with a mega premium. They still have ATM active"
X Link @iBladesi 2025-10-20T12:22Z 2546 followers, 1637 engagements

"'expect the rate cut to add a tailwind to NIM this qtr""
X Link @iBladesi 2025-10-20T14:07Z 2545 followers, XXX engagements

"@GardinerIsland and their pfds whistle past the graveyard. for the most part. for now. last I looked SPMC had a very gnarly expense ratio"
X Link @iBladesi 2025-10-20T21:01Z 2545 followers, XXX engagements

"@shortbus_ace of those XX% newly minted regional banking experts. how many can read beyond a few 🚨🚨🚨"
X Link @iBladesi 2025-10-20T23:08Z 2546 followers, XXX engagements

"@MikeJM65 ellington is pretty sharp when it comes to credit hedging. it has worked out very well in the past for EFC"
X Link @iBladesi 2025-10-21T11:48Z 2545 followers, XX engagements

"@bigcoveranch apparently there are a few other mega premium funds getting crushed today"
X Link @iBladesi 2025-10-20T15:10Z 2545 followers, XX engagements

"@MikeJM65 @theroadtomana DMO at a mega discount was a 2022-2023 thing. It started to ramp up the distribution. slightly overdistributing. this attracted buyers and narrowed premium. It now trades at NAV. I was always jealous of it's alloc to legacy CRT 1B (mid double digit coupons)"
X Link @iBladesi 2025-10-20T17:29Z 2546 followers, XX engagements

"@taobanker @freecathflow yea. core is missing dist for sure. and yes the comps are absolutely miserable. for good reasons. but like I said. STWD is "hardy". can weather a storm better due to size. which is why u don't see it trade at a dumpster p/tbv mult"
X Link @iBladesi 2025-10-20T23:50Z 2546 followers, XXX engagements

"@jimdelisle yep I noticed that too. I wonder if they'll attempt to explain that away on earnings call. Will listen anyways. I do not touch agnc"
X Link @iBladesi 2025-10-21T12:16Z 2546 followers, XX engagements

creator/x::iBladesi
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