#  @oc_ulus oc ulus oc ulus posts on X about $clbt, sun, acquisition, $mir the most. They currently have [--] followers and [--] posts still getting attention that total [---] engagements in the last [--] hours. ### Engagements: [---] [#](/creator/twitter::1440865174953488388/interactions)  - [--] Month [---] +10,157% - [--] Months [-----] +107% - [--] Year [------] +177% ### Mentions: [--] [#](/creator/twitter::1440865174953488388/posts_active)  - [--] Months [--] -13% - [--] Year [--] +107% ### Followers: [--] [#](/creator/twitter::1440865174953488388/followers)  - [--] Months [--] +70% - [--] Year [--] +260% ### CreatorRank: [---------] [#](/creator/twitter::1440865174953488388/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) [cryptocurrencies](/list/cryptocurrencies) [stocks](/list/stocks) [technology brands](/list/technology-brands) [currencies](/list/currencies) [social networks](/list/social-networks) [travel destinations](/list/travel-destinations) **Social topic influence** [$clbt](/topic/$clbt), [sun](/topic/sun), [acquisition](/topic/acquisition), [$mir](/topic/$mir), [mir](/topic/mir), [$6736jp](/topic/$6736jp), [tranche](/topic/tranche), [$6736t](/topic/$6736t), [closed](/topic/closed), [wild](/topic/wild) **Top assets mentioned** [Cellebrite DI Ltd. Class A Ordinary Shares (CLBT)](/topic/$clbt) [Mirror Protocol (MIR)](/topic/$mir) [Motorola Solutions Inc (MSI)](/topic/$msi) [??Holder (BNBHOLDER)](/topic/holder) [Oasis (ROSE)](/topic/oasis) [Sea Limited (SE)](/topic/$se) [Axon Enterprise, Inc. (AXON)](/topic/$axon) ### Top Social Posts Top posts by engagements in the last [--] hours "$GSAH closing 10/19 tomorrow. Crazy to me how much of Twitter has puts to bet against GS's ability to make money. EV $2.56B 3.5x 2022E Revenue of $723M 13.3x 2022E Adj. EBITDA of $192M 5% organic growth 5-10% inorganic growth" [X Link](https://x.com/oc_ulus/status/1450192684233199618) 2021-10-18T20:10Z [--] followers, [--] engagements "Larry Kingsley is an incredible addition as the Executive Chairman. Who also is aligned by having $5M in PIPE" [X Link](https://x.com/oc_ulus/status/1450192688515530752) 2021-10-18T20:10Z [--] followers, [--] engagements "People skeptical because $GSAH buying most of company; afraid it's private equity wanting to unload bags. This is unfounded.Reason is Charterhouse (owner) is closing off their fund and Mirion is its last holding. They need spac to enable liquidity for exit" [X Link](https://x.com/oc_ulus/status/1450192690080063496) 2021-10-18T20:10Z [--] followers, [--] engagements "@SpacWarrants Bare with me lol. Take for example $MIR: $GSAH IPO 2020-06-30 Merged 2021-10-20 You have: Month True Year False Shouldn't Month be False (Since it's still Oct and it merged in Oct) and Year be True Appreciate the clarification" [X Link](https://x.com/oc_ulus/status/1455005680067305476) 2021-11-01T02:56Z [--] followers, [--] engagements "$mir nice break out. One of the few despacs that have finally made it out above NAV. Not an exciting stock fintwit doesnt seem interested. Another despac win for me after 2+ yrs of holding. Gonna continue holding lots of growth in nuclear energy and radiation therapy" [X Link](https://x.com/anyuser/status/1770537974607892840) 2024-03-20T19:48Z [--] followers, [---] engagements "$MIR warrants exchange rate is .22 commons deadline to redeem is May 20th" [X Link](https://x.com/anyuser/status/1780933992075633136) 2024-04-18T12:18Z [--] followers, [---] engagements "@whirlybard @ideahive No reason I could find. Its an illiquid small cap. All it needs is one big holder to trim their position to take it down" [X Link](https://x.com/oc_ulus/status/1796493093648404781) 2024-05-31T10:45Z [--] followers, [--] engagements "$CLBT $6736:JP BRIEF-True Wind Capital - Launched Tender Offer For Japan's Sun Corp At [----] Yen A Share Yesss" [X Link](https://x.com/anyuser/status/1799970666504167842) 2024-06-10T01:03Z [--] followers, [---] engagements "@Buyside_Guy Why not SUN Its still pretty much buying $CLBT at a discount and even more so once the $15 and $17.50 earnout tranches hit. Youll also be aligned with Oasis and True Wind as they own 40% of SUN" [X Link](https://x.com/oc_ulus/status/1828815962852004129) 2024-08-28T15:24Z [--] followers, [---] engagements "@BCakaTheMan @Fidelity I cant log in either. I think its down" [X Link](https://x.com/oc_ulus/status/1833522159626686484) 2024-09-10T15:05Z [---] followers, [---] engagements "@asianarbalot Own both but I wouldnt say SUN is clean exposure to CLBT. Its a complicated mess thats getting clearer with activists but still up in air what happens now with that stake. Was hoping ER would give some insight but nothing so dar. Waiting continues" [X Link](https://x.com/oc_ulus/status/1857053776776986690) 2024-11-14T13:31Z [--] followers, [--] engagements "@HedgeVision Good to see Light Street continue buying $CLBT. They were part of spac PIPE that took it public back in [----]. Spac sponsor True Wind has also been buying more through SUNCORP. Very telling on their confidence in business" [X Link](https://x.com/oc_ulus/status/1857175126598386001) 2024-11-14T21:33Z [--] followers, [---] engagements "$6736.JP receives their final earn-out tranche of $CLBT. Confusing how its been sold down since start of year while $CLBT continued climbing. Added more. Think it will climb back quickly" [X Link](https://x.com/anyuser/status/1882283992193626178) 2025-01-23T04:27Z [--] followers, [----] engagements "At this rate True Winds going to receive their $30/shr earnout tranche pretty soon too 😂. What a freaking beast $CLBT is" [X Link](https://x.com/anyuser/status/1882284964567552341) 2025-01-23T04:31Z [--] followers, [---] engagements "@ideahive If $CLBT is good enough for $AXON to invest in (theyve owned since spac pipe) its good enough for you me and dupree to invest in" [X Link](https://x.com/oc_ulus/status/1884926460491689987) 2025-01-30T11:27Z [--] followers, [---] engagements "@d_rose92 $CLBT All their products benefit greatly from AI imo so much data gets extracted and analyzed. Glad theyre finally being more vocal about it. Have owned since de-spac days still own it and SUN. Kind of considering adding more even though its ran a lot" [X Link](https://x.com/oc_ulus/status/1887527623456145428) 2025-02-06T15:43Z [--] followers, [---] engagements "@tallie8690 You really think it hits strike in the year or so left before expiration I'll take the 4x over the supposed 23x any day. The risk here is huge. The volume is anemic. There's no way in or out with any size" [X Link](https://x.com/oc_ulus/status/1887628034854822162) 2025-02-06T22:22Z [--] followers, [---] engagements "$CLBT Talks about the new acquisition. No-ones mentioned that the CEO search is over. Finally Cellebrite is approaching the conclusion of its thorough CEO search process appointment of the permanent CEO in conjunction with or prior to the mid-August disclosure" [X Link](https://x.com/anyuser/status/1930976543083249721) 2025-06-06T13:14Z [--] followers, [---] engagements "@KairosPraxis @no_cap_cap @bigpoppastonk Could you expand on the short term headwinds CEO uncertainty ends in a month. DOGE cuts were overblown and havent actually materialized. ICE/border spending set to grow exponentially with the new bill" [X Link](https://x.com/oc_ulus/status/1941668173792878666) 2025-07-06T01:19Z [--] followers, [---] engagements "@KairosPraxis @no_cap_cap @bigpoppastonk New CEO wont be as good as Yossi theyd be searching forever. But search process was thorough (6+ months dozens candidates). I trust the board espec with True Wind at the helm. New CTO is also a good pickup with ties to fed and Trump admin" [X Link](https://x.com/oc_ulus/status/1942026084805189768) 2025-07-07T01:01Z [--] followers, [--] engagements "@KairosPraxis @no_cap_cap @bigpoppastonk Yea they have [--] yr left to get there. I dont know if thats possible at this point 😂 it was always a reach. But they put money where their mouth is (SUN Cellebrite) so I trust long term shareholders will be fine" [X Link](https://x.com/oc_ulus/status/1942032838930694382) 2025-07-07T01:28Z [--] followers, [--] engagements "@KairosPraxis CFS (Cellebrite Fed Solutions) just became operational this year along with FedRAMP cert. Hogan mentioned this roughly doubles their current TAM. Market is crazy for thinking there are gov contract headwinds. Also $10 says Hogan stays on as CEO and sees acquisition through" [X Link](https://x.com/oc_ulus/status/1943716626253193235) 2025-07-11T16:58Z [--] followers, [--] engagements "@KairosPraxis I didnt think its him either he doesnt want the role and they spent so much time looking externally. But maybe theyre throwing money at him and hes now convinced. Weird for interim CEO to make a big acquisition knowing a perm CEO is coming no" [X Link](https://x.com/oc_ulus/status/1943721335185637527) 2025-07-11T17:17Z [--] followers, [--] engagements "@thecontracap Get back to the basics. Get some more $CLBT. I am balls deep again round [--] baby" [X Link](https://x.com/oc_ulus/status/1943724753258524876) 2025-07-11T17:31Z [--] followers, [---] engagements "@KairosPraxis Hard to find someone as well qualified. Would be happy if he stayed on as CEO. Only neg is hes of retirement age but maybe hell get Cellebrite acquired in the next 1-2 yrs before retiring. Day dreaming 😂" [X Link](https://x.com/oc_ulus/status/1944261100071223713) 2025-07-13T05:02Z [--] followers, [--] engagements "@cathaypacific I understand the flight to Hong Kong was delayed due to the typhoon. But why make your passengers go through hoops to get a refund I was able to cancel my flight online but Im unable to submit a refund request online. The refund should be automatic" [X Link](https://x.com/oc_ulus/status/1946714769974591630) 2025-07-19T23:32Z [--] followers, [---] engagements "@cathaypacific I have messaged you. Ive tried calling. Ive tried WhatsApp. No responses anywhere for a whole day now" [X Link](https://x.com/oc_ulus/status/1946873643251748926) 2025-07-20T10:03Z [--] followers, [--] engagements "@Christo29325572 Why do you think it dropped I dont follow this closely but ER seemed great. No reason for this extreme sell off" [X Link](https://x.com/oc_ulus/status/1953847156466442635) 2025-08-08T15:53Z [--] followers, [--] engagements "@KairosPraxis Fed rev are delayed not canceled. I dont see this Fed purgatory as a concern. Rev will be recognized eventually feds no other options. Guidance for H2 very conservative think they beat and raise; new CFO carefulness no Corellium rev baked in possibility for Fed still" [X Link](https://x.com/oc_ulus/status/1956431016064626807) 2025-08-15T19:01Z [--] followers, [--] engagements "@galyoncap @KcrCap @bmundl11 66% gain in that time frame is great returns as a bull I'd be very happy. The only party needing $30/shr is True Wind and that's always been a long shot even when spac merger was first announced. Even with no buyout this is a quality compounder" [X Link](https://x.com/oc_ulus/status/1957054417372393779) 2025-08-17T12:18Z [--] followers, [--] engagements "@Tarbay14 Yea I followed that whole debacle. It was a huge dip buying opportunity. I could see Xtract doing well in schools and Evolv doing well in arenas/hospitals. Market is big enough. Xtract too illiquid/small though hard to enter with any size" [X Link](https://x.com/oc_ulus/status/1970163241524613414) 2025-09-22T16:28Z [--] followers, [--] engagements "@valuedrift @KairosPraxis I've been looking into it for a few weeks. Probably has potential to run more than Evolv at this point. But it's too small/illiquid riskier investment; I've learned my lesson on small illiquid names don't get a lot of institutional support. I stick with category leaders" [X Link](https://x.com/oc_ulus/status/1973235997837238637) 2025-10-01T03:58Z [--] followers, [--] engagements "@valuedrift @KairosPraxis Axon has one of the most rock solid shareholder bases I've ever seen. But I'm only comfortable watching from a distance hahah" [X Link](https://x.com/oc_ulus/status/1973239632394592270) 2025-10-01T04:12Z [--] followers, [--] engagements "@Tarbay14 They hold a really big position. At one point also participated in a PIPE if i remember correctly. I dont see anything wrong with trimming a massive winning position" [X Link](https://x.com/oc_ulus/status/1974132654338621586) 2025-10-03T15:21Z [--] followers, [--] engagements "@FrameworkWisely Have you considered owning SUN I think theres lots of value to unlock there more upside as Cellebrite grows. Owned Cellebrite for a few yrs now recently trimmed it to move to SUN" [X Link](https://x.com/oc_ulus/status/1793419463595045108) 2024-05-22T23:11Z [---] followers, [--] engagements "$CLBT Needham: $28 Deutsche Bank: $27 Is Mr. Market not entertained" [X Link](https://x.com/anyuser/status/1890438907851911264) 2025-02-14T16:32Z [--] followers, [---] engagements "@DurableCreators $EVLV AI screening replacing traditional metal detectors. Has ex-MSI as CEO and board member. Ran a ton this year but just beginning its growth phase. Possible acquisition target for $MSI as well" [X Link](https://x.com/oc_ulus/status/1956722864758898847) 2025-08-16T14:20Z [--] followers, [---] engagements "@DurableCreators [----] wishlist: $MSI/$AXON/PE acquires $CLBT $MSI acquires $EVLV" [X Link](https://x.com/oc_ulus/status/1956723677359173859) 2025-08-16T14:24Z [--] followers, [---] engagements "$CLBT DHS/ICE contract fed budget concerns laid to rest. No alternatives it is mission critical" [X Link](https://x.com/anyuser/status/1969977228315480469) 2025-09-22T04:09Z [--] followers, [----] engagements "$CLBT New $2M contract with DHS sole source award. "It is the only vendor in the market that possesses the entire end-to-end capability set covering decades of device support and R&D expertise" $CLBT DHS/ICE contract fed budget concerns laid to rest. No alternatives it is mission critical. https://t.co/bPEJqkJ05N $CLBT DHS/ICE contract fed budget concerns laid to rest. No alternatives it is mission critical. https://t.co/bPEJqkJ05N" [X Link](https://x.com/anyuser/status/1972919842878710106) 2025-09-30T07:02Z [--] followers, [----] engagements "@KairosPraxis @valuedrift Yes dystopian is in $CLBT and $EVLV 🔼 It's overvalued but anything worth owning in this bull market is overvalued. 🤷♂" [X Link](https://x.com/oc_ulus/status/1973238947141787961) 2025-10-01T04:10Z [--] followers, [---] engagements "$CLBT $6736.T still running wild on crazy volume. Surely co is not crazy enough to continue buyback at these levels Is ValueAct still buying Something about to happen real soon Not sure its still worth buying here as gap has closed. So whos buying with such volume" [X Link](https://x.com/anyuser/status/1978288610903220256) 2025-10-15T02:35Z [--] followers, [----] engagements "@valuedrift Terrible comparison. $SE is not richly valued at all. Its an add here while $AXON still needs to be humbled further" [X Link](https://x.com/oc_ulus/status/1978741417972294106) 2025-10-16T08:34Z [--] followers, [---] engagements "It was SUN buying this whole month. They rushed to use up the entire years buyback plan (JPY 7B). I think the activists get rid of SUN from $CLBT by year end. Sets Cellebrite up to be acquired in [----]. $CLBT $6736.T still running wild on crazy volume. Surely co is not crazy enough to continue buyback at these levels Is ValueAct still buying Something about to happen real soon Not sure its still worth buying here as gap has closed. So whos buying with such volume $CLBT $6736.T still running wild on crazy volume. Surely co is not crazy enough to continue buyback at these levels Is ValueAct" [X Link](https://x.com/anyuser/status/1980438390450581807) 2025-10-21T00:58Z [--] followers, [----] engagements "@KairosPraxis Activists control SUN currently. More shares SUN buys back more shares/voting power the activists have. Buyback being rushed implies they want it done quickly (The shares they bought were not cheap) maybe to have enough control to enact a distribution of CLBT shares" [X Link](https://x.com/oc_ulus/status/1980499694083272939) 2025-10-21T05:01Z [--] followers, [---] engagements "@KairosPraxis The only reason CLBT hasn't been sold is because SUN keeps blocking it hanging on to those shares for dear life. Getting rid of SUN means an acquisition is almost 100% coming" [X Link](https://x.com/oc_ulus/status/1980499894680056054) 2025-10-21T05:02Z [--] followers, [---] engagements "@StoryTrading Senior Vice President Strategy & Corporate Development at Axon. In this role Khl drives strategic growth and innovation oversees mergers and acquisitions facilitates minority investments forms strategic partnerships and optimizes capital allocation and structure I like" [X Link](https://x.com/oc_ulus/status/2021940536140235250) 2026-02-12T13:32Z [--] followers, [---] engagements "@DiSaaStrr @OrlandoBravoTB They already own Magnet. Makes no sense to buy Cellebrite. Vista is the better bet due to management ties" [X Link](https://x.com/oc_ulus/status/2022034903010054563) 2026-02-12T19:47Z [--] followers, [--] engagements "@MinotaurStocks @AggieCapitalist Theyre in the data extraction and digital forensics market. First theres an explosion of data due to AI win on data extraction and storage. Second there will never be a human investigator that can analyze and connect dots better than an AI agent" [X Link](https://x.com/oc_ulus/status/2022359756619534740) 2026-02-13T17:18Z [--] followers, [--] engagements "@MinotaurStocks @AggieCapitalist By that logic AI can disrupt as well as help in cracking defense capabilities no Fall behind on iOS compared to which other vendors If they cant crack no one can. Police will simply hold the devices until they can catch up" [X Link](https://x.com/oc_ulus/status/2022363373401223172) 2026-02-13T17:32Z [--] followers, [--] engagements "@MinotaurStocks @AggieCapitalist Apples already made it much harder to crack. Clbt wont disclose which versions theyre caught up with due to nature of zero-day exploits. Point is if clbt falls behind police has no options except wait. Also criminals tend to not carry newest up to date iPhones" [X Link](https://x.com/oc_ulus/status/2022365595447050250) 2026-02-13T17:41Z [--] followers, [--] engagements "It was SUN buying this whole month. They rushed to use up the entire years buyback plan (JPY 7B). I think the activists get rid of SUN from $CLBT by year end. Sets Cellebrite up to be acquired in [----]. $CLBT $6736.T still running wild on crazy volume. Surely co is not crazy enough to continue buyback at these levels Is ValueAct still buying Something about to happen real soon Not sure its still worth buying here as gap has closed. So whos buying with such volume $CLBT $6736.T still running wild on crazy volume. Surely co is not crazy enough to continue buyback at these levels Is ValueAct" [X Link](https://x.com/anyuser/status/1980438390450581807) 2025-10-21T00:58Z [--] followers, [----] engagements "$CLBT $6736.T still running wild on crazy volume. Surely co is not crazy enough to continue buyback at these levels Is ValueAct still buying Something about to happen real soon Not sure its still worth buying here as gap has closed. So whos buying with such volume" [X Link](https://x.com/anyuser/status/1978288610903220256) 2025-10-15T02:35Z [--] followers, [----] engagements "$CLBT New $2M contract with DHS sole source award. "It is the only vendor in the market that possesses the entire end-to-end capability set covering decades of device support and R&D expertise" $CLBT DHS/ICE contract fed budget concerns laid to rest. No alternatives it is mission critical. https://t.co/bPEJqkJ05N $CLBT DHS/ICE contract fed budget concerns laid to rest. No alternatives it is mission critical. https://t.co/bPEJqkJ05N" [X Link](https://x.com/anyuser/status/1972919842878710106) 2025-09-30T07:02Z [--] followers, [----] engagements "$CLBT DHS/ICE contract fed budget concerns laid to rest. No alternatives it is mission critical" [X Link](https://x.com/anyuser/status/1969977228315480469) 2025-09-22T04:09Z [--] followers, [----] engagements "This Q will be beat and raise. No doubts" [X Link](https://x.com/anyuser/status/1969977667152974002) 2025-09-22T04:10Z [--] followers, [---] engagements "$CLBT Talks about the new acquisition. No-ones mentioned that the CEO search is over. Finally Cellebrite is approaching the conclusion of its thorough CEO search process appointment of the permanent CEO in conjunction with or prior to the mid-August disclosure" [X Link](https://x.com/anyuser/status/1930976543083249721) 2025-06-06T13:14Z [--] followers, [---] engagements "They really took so long simply because they really were thorough. Nothing more. Hope we get a good one" [X Link](https://x.com/anyuser/status/1930976785581363644) 2025-06-06T13:15Z [--] followers, [---] engagements "$CLBT Needham: $28 Deutsche Bank: $27 Is Mr. Market not entertained" [X Link](https://x.com/anyuser/status/1890438907851911264) 2025-02-14T16:32Z [--] followers, [---] engagements "$CLBT crazy drop. Added more at $22. First add in long time. 😁" [X Link](https://x.com/anyuser/status/1890051613265633407) 2025-02-13T14:53Z [--] followers, [---] engagements "$6736.JP receives their final earn-out tranche of $CLBT. Confusing how its been sold down since start of year while $CLBT continued climbing. Added more. Think it will climb back quickly" [X Link](https://x.com/anyuser/status/1882283992193626178) 2025-01-23T04:27Z [--] followers, [----] engagements "At this rate True Winds going to receive their $30/shr earnout tranche pretty soon too 😂. What a freaking beast $CLBT is" [X Link](https://x.com/anyuser/status/1882284964567552341) 2025-01-23T04:31Z [--] followers, [---] engagements "@Chase youve been spamming your customers all morning with emails titled Card_EMOB_Dynamic_ChaseDotCom2New_HGEM20210802093c coming from chase@email.chase.com. Can you look into this" [X Link](https://x.com/anyuser/status/1842212971713298705) 2024-10-04T14:39Z [--] followers, [---] engagements "@ChaseSupport can you look into these spam emails Have gotten [--] so far this morning" [X Link](https://x.com/anyuser/status/1842214357377089650) 2024-10-04T14:45Z [--] followers, [---] engagements "$CLBT $6736:JP BRIEF-True Wind Capital - Launched Tender Offer For Japan's Sun Corp At [----] Yen A Share Yesss" [X Link](https://x.com/anyuser/status/1799970666504167842) 2024-06-10T01:03Z [--] followers, [---] engagements "True Wind back for seconds for Cellebrite. These guys want it all" [X Link](https://x.com/anyuser/status/1799971042888442043) 2024-06-10T01:05Z [--] followers, [---] engagements "True Wind has board seats at Cellebrite along with Oasis who owns 20% of SUN. Lots of incestuous love going on. ❤" [X Link](https://x.com/anyuser/status/1799972675450003561) 2024-06-10T01:11Z [--] followers, [---] engagements "$MIR warrants exchange rate is .22 commons deadline to redeem is May 20th" [X Link](https://x.com/anyuser/status/1780933992075633136) 2024-04-18T12:18Z [--] followers, [---] engagements "$mir nice break out. One of the few despacs that have finally made it out above NAV. Not an exciting stock fintwit doesnt seem interested. Another despac win for me after 2+ yrs of holding. Gonna continue holding lots of growth in nuclear energy and radiation therapy" [X Link](https://x.com/anyuser/status/1770537974607892840) 2024-03-20T19:48Z [--] followers, [---] engagements "$clbt glorious day. Been waiting [--] yrs for this. 🥲" [X Link](https://x.com/anyuser/status/1758201632376963529) 2024-02-15T18:48Z [--] followers, [---] engagements "Whos exiting $CLBT so gracefully" [X Link](https://x.com/anyuser/status/1689692324782084096) 2023-08-10T17:36Z [--] followers, [---] engagements "$CLBT looks like another insider dump day Sighh adding I guess" [X Link](https://x.com/anyuser/status/1500869743527530498) 2022-03-07T16:23Z [--] followers, [--] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@oc_ulus oc ulusoc ulus posts on X about $clbt, sun, acquisition, $mir the most. They currently have [--] followers and [--] posts still getting attention that total [---] engagements in the last [--] hours.
Social category influence finance cryptocurrencies stocks technology brands currencies social networks travel destinations
Social topic influence $clbt, sun, acquisition, $mir, mir, $6736jp, tranche, $6736t, closed, wild
Top assets mentioned Cellebrite DI Ltd. Class A Ordinary Shares (CLBT) Mirror Protocol (MIR) Motorola Solutions Inc (MSI) ??Holder (BNBHOLDER) Oasis (ROSE) Sea Limited (SE) Axon Enterprise, Inc. (AXON)
Top posts by engagements in the last [--] hours
"$GSAH closing 10/19 tomorrow. Crazy to me how much of Twitter has puts to bet against GS's ability to make money. EV $2.56B 3.5x 2022E Revenue of $723M 13.3x 2022E Adj. EBITDA of $192M 5% organic growth 5-10% inorganic growth"
X Link 2021-10-18T20:10Z [--] followers, [--] engagements
"Larry Kingsley is an incredible addition as the Executive Chairman. Who also is aligned by having $5M in PIPE"
X Link 2021-10-18T20:10Z [--] followers, [--] engagements
"People skeptical because $GSAH buying most of company; afraid it's private equity wanting to unload bags. This is unfounded.Reason is Charterhouse (owner) is closing off their fund and Mirion is its last holding. They need spac to enable liquidity for exit"
X Link 2021-10-18T20:10Z [--] followers, [--] engagements
"@SpacWarrants Bare with me lol. Take for example $MIR: $GSAH IPO 2020-06-30 Merged 2021-10-20 You have: Month True Year False Shouldn't Month be False (Since it's still Oct and it merged in Oct) and Year be True Appreciate the clarification"
X Link 2021-11-01T02:56Z [--] followers, [--] engagements
"$mir nice break out. One of the few despacs that have finally made it out above NAV. Not an exciting stock fintwit doesnt seem interested. Another despac win for me after 2+ yrs of holding. Gonna continue holding lots of growth in nuclear energy and radiation therapy"
X Link 2024-03-20T19:48Z [--] followers, [---] engagements
"$MIR warrants exchange rate is .22 commons deadline to redeem is May 20th"
X Link 2024-04-18T12:18Z [--] followers, [---] engagements
"@whirlybard @ideahive No reason I could find. Its an illiquid small cap. All it needs is one big holder to trim their position to take it down"
X Link 2024-05-31T10:45Z [--] followers, [--] engagements
"$CLBT $6736:JP BRIEF-True Wind Capital - Launched Tender Offer For Japan's Sun Corp At [----] Yen A Share Yesss"
X Link 2024-06-10T01:03Z [--] followers, [---] engagements
"@Buyside_Guy Why not SUN Its still pretty much buying $CLBT at a discount and even more so once the $15 and $17.50 earnout tranches hit. Youll also be aligned with Oasis and True Wind as they own 40% of SUN"
X Link 2024-08-28T15:24Z [--] followers, [---] engagements
"@BCakaTheMan @Fidelity I cant log in either. I think its down"
X Link 2024-09-10T15:05Z [---] followers, [---] engagements
"@asianarbalot Own both but I wouldnt say SUN is clean exposure to CLBT. Its a complicated mess thats getting clearer with activists but still up in air what happens now with that stake. Was hoping ER would give some insight but nothing so dar. Waiting continues"
X Link 2024-11-14T13:31Z [--] followers, [--] engagements
"@HedgeVision Good to see Light Street continue buying $CLBT. They were part of spac PIPE that took it public back in [----]. Spac sponsor True Wind has also been buying more through SUNCORP. Very telling on their confidence in business"
X Link 2024-11-14T21:33Z [--] followers, [---] engagements
"$6736.JP receives their final earn-out tranche of $CLBT. Confusing how its been sold down since start of year while $CLBT continued climbing. Added more. Think it will climb back quickly"
X Link 2025-01-23T04:27Z [--] followers, [----] engagements
"At this rate True Winds going to receive their $30/shr earnout tranche pretty soon too 😂. What a freaking beast $CLBT is"
X Link 2025-01-23T04:31Z [--] followers, [---] engagements
"@ideahive If $CLBT is good enough for $AXON to invest in (theyve owned since spac pipe) its good enough for you me and dupree to invest in"
X Link 2025-01-30T11:27Z [--] followers, [---] engagements
"@d_rose92 $CLBT All their products benefit greatly from AI imo so much data gets extracted and analyzed. Glad theyre finally being more vocal about it. Have owned since de-spac days still own it and SUN. Kind of considering adding more even though its ran a lot"
X Link 2025-02-06T15:43Z [--] followers, [---] engagements
"@tallie8690 You really think it hits strike in the year or so left before expiration I'll take the 4x over the supposed 23x any day. The risk here is huge. The volume is anemic. There's no way in or out with any size"
X Link 2025-02-06T22:22Z [--] followers, [---] engagements
"$CLBT Talks about the new acquisition. No-ones mentioned that the CEO search is over. Finally Cellebrite is approaching the conclusion of its thorough CEO search process appointment of the permanent CEO in conjunction with or prior to the mid-August disclosure"
X Link 2025-06-06T13:14Z [--] followers, [---] engagements
"@KairosPraxis @no_cap_cap @bigpoppastonk Could you expand on the short term headwinds CEO uncertainty ends in a month. DOGE cuts were overblown and havent actually materialized. ICE/border spending set to grow exponentially with the new bill"
X Link 2025-07-06T01:19Z [--] followers, [---] engagements
"@KairosPraxis @no_cap_cap @bigpoppastonk New CEO wont be as good as Yossi theyd be searching forever. But search process was thorough (6+ months dozens candidates). I trust the board espec with True Wind at the helm. New CTO is also a good pickup with ties to fed and Trump admin"
X Link 2025-07-07T01:01Z [--] followers, [--] engagements
"@KairosPraxis @no_cap_cap @bigpoppastonk Yea they have [--] yr left to get there. I dont know if thats possible at this point 😂 it was always a reach. But they put money where their mouth is (SUN Cellebrite) so I trust long term shareholders will be fine"
X Link 2025-07-07T01:28Z [--] followers, [--] engagements
"@KairosPraxis CFS (Cellebrite Fed Solutions) just became operational this year along with FedRAMP cert. Hogan mentioned this roughly doubles their current TAM. Market is crazy for thinking there are gov contract headwinds. Also $10 says Hogan stays on as CEO and sees acquisition through"
X Link 2025-07-11T16:58Z [--] followers, [--] engagements
"@KairosPraxis I didnt think its him either he doesnt want the role and they spent so much time looking externally. But maybe theyre throwing money at him and hes now convinced. Weird for interim CEO to make a big acquisition knowing a perm CEO is coming no"
X Link 2025-07-11T17:17Z [--] followers, [--] engagements
"@thecontracap Get back to the basics. Get some more $CLBT. I am balls deep again round [--] baby"
X Link 2025-07-11T17:31Z [--] followers, [---] engagements
"@KairosPraxis Hard to find someone as well qualified. Would be happy if he stayed on as CEO. Only neg is hes of retirement age but maybe hell get Cellebrite acquired in the next 1-2 yrs before retiring. Day dreaming 😂"
X Link 2025-07-13T05:02Z [--] followers, [--] engagements
"@cathaypacific I understand the flight to Hong Kong was delayed due to the typhoon. But why make your passengers go through hoops to get a refund I was able to cancel my flight online but Im unable to submit a refund request online. The refund should be automatic"
X Link 2025-07-19T23:32Z [--] followers, [---] engagements
"@cathaypacific I have messaged you. Ive tried calling. Ive tried WhatsApp. No responses anywhere for a whole day now"
X Link 2025-07-20T10:03Z [--] followers, [--] engagements
"@Christo29325572 Why do you think it dropped I dont follow this closely but ER seemed great. No reason for this extreme sell off"
X Link 2025-08-08T15:53Z [--] followers, [--] engagements
"@KairosPraxis Fed rev are delayed not canceled. I dont see this Fed purgatory as a concern. Rev will be recognized eventually feds no other options. Guidance for H2 very conservative think they beat and raise; new CFO carefulness no Corellium rev baked in possibility for Fed still"
X Link 2025-08-15T19:01Z [--] followers, [--] engagements
"@galyoncap @KcrCap @bmundl11 66% gain in that time frame is great returns as a bull I'd be very happy. The only party needing $30/shr is True Wind and that's always been a long shot even when spac merger was first announced. Even with no buyout this is a quality compounder"
X Link 2025-08-17T12:18Z [--] followers, [--] engagements
"@Tarbay14 Yea I followed that whole debacle. It was a huge dip buying opportunity. I could see Xtract doing well in schools and Evolv doing well in arenas/hospitals. Market is big enough. Xtract too illiquid/small though hard to enter with any size"
X Link 2025-09-22T16:28Z [--] followers, [--] engagements
"@valuedrift @KairosPraxis I've been looking into it for a few weeks. Probably has potential to run more than Evolv at this point. But it's too small/illiquid riskier investment; I've learned my lesson on small illiquid names don't get a lot of institutional support. I stick with category leaders"
X Link 2025-10-01T03:58Z [--] followers, [--] engagements
"@valuedrift @KairosPraxis Axon has one of the most rock solid shareholder bases I've ever seen. But I'm only comfortable watching from a distance hahah"
X Link 2025-10-01T04:12Z [--] followers, [--] engagements
"@Tarbay14 They hold a really big position. At one point also participated in a PIPE if i remember correctly. I dont see anything wrong with trimming a massive winning position"
X Link 2025-10-03T15:21Z [--] followers, [--] engagements
"@FrameworkWisely Have you considered owning SUN I think theres lots of value to unlock there more upside as Cellebrite grows. Owned Cellebrite for a few yrs now recently trimmed it to move to SUN"
X Link 2024-05-22T23:11Z [---] followers, [--] engagements
"$CLBT Needham: $28 Deutsche Bank: $27 Is Mr. Market not entertained"
X Link 2025-02-14T16:32Z [--] followers, [---] engagements
"@DurableCreators $EVLV AI screening replacing traditional metal detectors. Has ex-MSI as CEO and board member. Ran a ton this year but just beginning its growth phase. Possible acquisition target for $MSI as well"
X Link 2025-08-16T14:20Z [--] followers, [---] engagements
"@DurableCreators [----] wishlist: $MSI/$AXON/PE acquires $CLBT $MSI acquires $EVLV"
X Link 2025-08-16T14:24Z [--] followers, [---] engagements
"$CLBT DHS/ICE contract fed budget concerns laid to rest. No alternatives it is mission critical"
X Link 2025-09-22T04:09Z [--] followers, [----] engagements
"$CLBT New $2M contract with DHS sole source award. "It is the only vendor in the market that possesses the entire end-to-end capability set covering decades of device support and R&D expertise" $CLBT DHS/ICE contract fed budget concerns laid to rest. No alternatives it is mission critical. https://t.co/bPEJqkJ05N $CLBT DHS/ICE contract fed budget concerns laid to rest. No alternatives it is mission critical. https://t.co/bPEJqkJ05N"
X Link 2025-09-30T07:02Z [--] followers, [----] engagements
"@KairosPraxis @valuedrift Yes dystopian is in $CLBT and $EVLV 🔼 It's overvalued but anything worth owning in this bull market is overvalued. 🤷♂"
X Link 2025-10-01T04:10Z [--] followers, [---] engagements
"$CLBT $6736.T still running wild on crazy volume. Surely co is not crazy enough to continue buyback at these levels Is ValueAct still buying Something about to happen real soon Not sure its still worth buying here as gap has closed. So whos buying with such volume"
X Link 2025-10-15T02:35Z [--] followers, [----] engagements
"@valuedrift Terrible comparison. $SE is not richly valued at all. Its an add here while $AXON still needs to be humbled further"
X Link 2025-10-16T08:34Z [--] followers, [---] engagements
"It was SUN buying this whole month. They rushed to use up the entire years buyback plan (JPY 7B). I think the activists get rid of SUN from $CLBT by year end. Sets Cellebrite up to be acquired in [----]. $CLBT $6736.T still running wild on crazy volume. Surely co is not crazy enough to continue buyback at these levels Is ValueAct still buying Something about to happen real soon Not sure its still worth buying here as gap has closed. So whos buying with such volume $CLBT $6736.T still running wild on crazy volume. Surely co is not crazy enough to continue buyback at these levels Is ValueAct"
X Link 2025-10-21T00:58Z [--] followers, [----] engagements
"@KairosPraxis Activists control SUN currently. More shares SUN buys back more shares/voting power the activists have. Buyback being rushed implies they want it done quickly (The shares they bought were not cheap) maybe to have enough control to enact a distribution of CLBT shares"
X Link 2025-10-21T05:01Z [--] followers, [---] engagements
"@KairosPraxis The only reason CLBT hasn't been sold is because SUN keeps blocking it hanging on to those shares for dear life. Getting rid of SUN means an acquisition is almost 100% coming"
X Link 2025-10-21T05:02Z [--] followers, [---] engagements
"@StoryTrading Senior Vice President Strategy & Corporate Development at Axon. In this role Khl drives strategic growth and innovation oversees mergers and acquisitions facilitates minority investments forms strategic partnerships and optimizes capital allocation and structure I like"
X Link 2026-02-12T13:32Z [--] followers, [---] engagements
"@DiSaaStrr @OrlandoBravoTB They already own Magnet. Makes no sense to buy Cellebrite. Vista is the better bet due to management ties"
X Link 2026-02-12T19:47Z [--] followers, [--] engagements
"@MinotaurStocks @AggieCapitalist Theyre in the data extraction and digital forensics market. First theres an explosion of data due to AI win on data extraction and storage. Second there will never be a human investigator that can analyze and connect dots better than an AI agent"
X Link 2026-02-13T17:18Z [--] followers, [--] engagements
"@MinotaurStocks @AggieCapitalist By that logic AI can disrupt as well as help in cracking defense capabilities no Fall behind on iOS compared to which other vendors If they cant crack no one can. Police will simply hold the devices until they can catch up"
X Link 2026-02-13T17:32Z [--] followers, [--] engagements
"@MinotaurStocks @AggieCapitalist Apples already made it much harder to crack. Clbt wont disclose which versions theyre caught up with due to nature of zero-day exploits. Point is if clbt falls behind police has no options except wait. Also criminals tend to not carry newest up to date iPhones"
X Link 2026-02-13T17:41Z [--] followers, [--] engagements
"It was SUN buying this whole month. They rushed to use up the entire years buyback plan (JPY 7B). I think the activists get rid of SUN from $CLBT by year end. Sets Cellebrite up to be acquired in [----]. $CLBT $6736.T still running wild on crazy volume. Surely co is not crazy enough to continue buyback at these levels Is ValueAct still buying Something about to happen real soon Not sure its still worth buying here as gap has closed. So whos buying with such volume $CLBT $6736.T still running wild on crazy volume. Surely co is not crazy enough to continue buyback at these levels Is ValueAct"
X Link 2025-10-21T00:58Z [--] followers, [----] engagements
"$CLBT $6736.T still running wild on crazy volume. Surely co is not crazy enough to continue buyback at these levels Is ValueAct still buying Something about to happen real soon Not sure its still worth buying here as gap has closed. So whos buying with such volume"
X Link 2025-10-15T02:35Z [--] followers, [----] engagements
"$CLBT New $2M contract with DHS sole source award. "It is the only vendor in the market that possesses the entire end-to-end capability set covering decades of device support and R&D expertise" $CLBT DHS/ICE contract fed budget concerns laid to rest. No alternatives it is mission critical. https://t.co/bPEJqkJ05N $CLBT DHS/ICE contract fed budget concerns laid to rest. No alternatives it is mission critical. https://t.co/bPEJqkJ05N"
X Link 2025-09-30T07:02Z [--] followers, [----] engagements
"$CLBT DHS/ICE contract fed budget concerns laid to rest. No alternatives it is mission critical"
X Link 2025-09-22T04:09Z [--] followers, [----] engagements
"This Q will be beat and raise. No doubts"
X Link 2025-09-22T04:10Z [--] followers, [---] engagements
"$CLBT Talks about the new acquisition. No-ones mentioned that the CEO search is over. Finally Cellebrite is approaching the conclusion of its thorough CEO search process appointment of the permanent CEO in conjunction with or prior to the mid-August disclosure"
X Link 2025-06-06T13:14Z [--] followers, [---] engagements
"They really took so long simply because they really were thorough. Nothing more. Hope we get a good one"
X Link 2025-06-06T13:15Z [--] followers, [---] engagements
"$CLBT Needham: $28 Deutsche Bank: $27 Is Mr. Market not entertained"
X Link 2025-02-14T16:32Z [--] followers, [---] engagements
"$CLBT crazy drop. Added more at $22. First add in long time. 😁"
X Link 2025-02-13T14:53Z [--] followers, [---] engagements
"$6736.JP receives their final earn-out tranche of $CLBT. Confusing how its been sold down since start of year while $CLBT continued climbing. Added more. Think it will climb back quickly"
X Link 2025-01-23T04:27Z [--] followers, [----] engagements
"At this rate True Winds going to receive their $30/shr earnout tranche pretty soon too 😂. What a freaking beast $CLBT is"
X Link 2025-01-23T04:31Z [--] followers, [---] engagements
"@Chase youve been spamming your customers all morning with emails titled Card_EMOB_Dynamic_ChaseDotCom2New_HGEM20210802093c coming from chase@email.chase.com. Can you look into this"
X Link 2024-10-04T14:39Z [--] followers, [---] engagements
"@ChaseSupport can you look into these spam emails Have gotten [--] so far this morning"
X Link 2024-10-04T14:45Z [--] followers, [---] engagements
"$CLBT $6736:JP BRIEF-True Wind Capital - Launched Tender Offer For Japan's Sun Corp At [----] Yen A Share Yesss"
X Link 2024-06-10T01:03Z [--] followers, [---] engagements
"True Wind back for seconds for Cellebrite. These guys want it all"
X Link 2024-06-10T01:05Z [--] followers, [---] engagements
"True Wind has board seats at Cellebrite along with Oasis who owns 20% of SUN. Lots of incestuous love going on. ❤"
X Link 2024-06-10T01:11Z [--] followers, [---] engagements
"$MIR warrants exchange rate is .22 commons deadline to redeem is May 20th"
X Link 2024-04-18T12:18Z [--] followers, [---] engagements
"$mir nice break out. One of the few despacs that have finally made it out above NAV. Not an exciting stock fintwit doesnt seem interested. Another despac win for me after 2+ yrs of holding. Gonna continue holding lots of growth in nuclear energy and radiation therapy"
X Link 2024-03-20T19:48Z [--] followers, [---] engagements
"$clbt glorious day. Been waiting [--] yrs for this. 🥲"
X Link 2024-02-15T18:48Z [--] followers, [---] engagements
"Whos exiting $CLBT so gracefully"
X Link 2023-08-10T17:36Z [--] followers, [---] engagements
"$CLBT looks like another insider dump day Sighh adding I guess"
X Link 2022-03-07T16:23Z [--] followers, [--] engagements
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