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# ![@stoked_on_waves Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1546011858649300993.png) @stoked_on_waves Alex Taussig

Alex Taussig posts on X about $wlnpa, money, $ccoi, $cg the most. They currently have XXXXX followers and 2306 posts still getting attention that total XXXXXX engagements in the last XX hours.

### Engagements: XXXXXX [#](/creator/twitter::1546011858649300993/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1546011858649300993/c:line/m:interactions.svg)

- X Week XXXXXX +128%
- X Month XXXXXXX +26%
- X Months XXXXXXX +92%
- X Year XXXXXXX +152%

### Mentions: XX [#](/creator/twitter::1546011858649300993/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1546011858649300993/c:line/m:posts_active.svg)

- X Week XXX +23%
- X Month XXX +14%
- X Months XXX +52%
- X Year XXXXX +76%

### Followers: XXXXX [#](/creator/twitter::1546011858649300993/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1546011858649300993/c:line/m:followers.svg)

- X Week XXXXX +0.63%
- X Month XXXXX +3.40%
- X Months XXXXX +12%
- X Year XXXXX +53%

### CreatorRank: XXXXXXX [#](/creator/twitter::1546011858649300993/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1546011858649300993/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1546011858649300993/influence)
---

**Social category influence**
[stocks](/list/stocks)  [finance](/list/finance)  [countries](/list/countries)  [technology brands](/list/technology-brands)  [cryptocurrencies](/list/cryptocurrencies) 

**Social topic influence**
[$wlnpa](/topic/$wlnpa) #25, [money](/topic/money), [$ccoi](/topic/$ccoi) #8, [$cg](/topic/$cg) #5, [$jack](/topic/$jack) #8, [$tsm](/topic/$tsm) #25, [taiwan](/topic/taiwan) #105, [arb](/topic/arb), [$bhf](/topic/$bhf) #23, [$oklo](/topic/$oklo)

**Top accounts mentioned or mentioned by**
[@theotheraharon](/creator/undefined) [@orrdavid](/creator/undefined) [@blondesnmoney](/creator/undefined) [@buycheapnpray](/creator/undefined) [@kingdomcapadv](/creator/undefined) [@vanckzhu](/creator/undefined) [@capitalshipyard](/creator/undefined) [@aureliusltd28](/creator/undefined) [@invertedfragil1](/creator/undefined) [@ibladesi](/creator/undefined) [@fredinheaven4](/creator/undefined) [@darkfirecapital](/creator/undefined) [@walt373](/creator/undefined) [@themagicbakery](/creator/undefined) [@gruust](/creator/undefined) [@chrisvirnig](/creator/undefined) [@ljp0101](/creator/undefined) [@benbstwits](/creator/undefined) [@shmuellon](/creator/undefined) [@erictheumpire](/creator/undefined)

**Top assets mentioned**
[Cogent Communications Holdings, Inc. (CCOI)](/topic/$ccoi) [Carlyle Group, Inc. (CG)](/topic/$cg) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Brighthouse Financial, Inc. (BHF)](/topic/$bhf) [Oklo Inc. (OKLO)](/topic/$oklo) [NuScale Power Corporation (SMR)](/topic/$smr) [Millicom International Cellular S.A. Common Stock (TIGO)](/topic/$tigo) [WEN Token (WEN)](/topic/$wen) [Clorox Co (CLX)](/topic/$clx) [Diageo plc (DEO)](/topic/$deo) [America Movil S.A.B de C.V (AMX)](/topic/$amx) [TALEN ENERGY CORP  (DE) (TLN)](/topic/$tln) [Freicoin (FRC)](/topic/$frc) [AgoDefi (AGO)](/topic/$ago) [Johnson & Johnson (JNJ)](/topic/$jnj) [Kenvue Inc. (KVUE)](/topic/$kvue) [Penske Automotive Group, Inc. (PAG)](/topic/$pag) [AutoNation, Inc. (AN)](/topic/$an) [Lithia Motors, Inc. (LAD)](/topic/$lad) [Rigetti Computing, Inc. Common Stock (RGTI)](/topic/$rgti) [LKQ Corporation (LKQ)](/topic/$lkq) [Woori Financial Group Inc. American Depositary Shares (each representing three (3) shares of Common Stock) (WF)](/topic/$wf) [Semler Scientific, Inc. (SMLR)](/topic/$smlr) [Strive, Inc. (ASST)](/topic/$asst) [Oxygen (OXY)](/topic/$oxy) [Flare (FLR)](/topic/$flr) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Chipotle Mexican Grill, Inc. (CMG)](/topic/$cmg) [Yum! Brands, Inc. (YUM)](/topic/$yum) [Burford Capital Limited (BUR)](/topic/$bur)
### Top Social Posts [#](/creator/twitter::1546011858649300993/posts)
---
Top posts by engagements in the last XX hours

"$TIGO 4.8x Garbage"  
[X Link](https://x.com/stoked_on_waves/status/1975328546643190160) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-10-06T22:33Z 1905 followers, XXX engagements


"@SFarringtonBKC I think without knowing the nature of the deferred tax liability that is already on the balance sheet and when or how that would unwind we don't really have a good idea of what they might owe in cash taxes next year"  
[X Link](https://x.com/stoked_on_waves/status/1977653058059546904) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-10-13T08:30Z 1901 followers, XXX engagements


"@lebron_ex I dont really know anything about $wen"  
[X Link](https://x.com/stoked_on_waves/status/1977549165392785607) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-10-13T01:37Z 1909 followers, XXX engagements


"did clorox $CLX stock go up when the donald recommended injecting yourself with bleach to cure covid"  
[X Link](https://x.com/stoked_on_waves/status/1970244065808846898) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-09-22T21:49Z 1904 followers, XXX engagements


"$ccoi up XX% from margin call day"  
[X Link](https://x.com/stoked_on_waves/status/1973785388109246781) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-10-02T16:21Z 1908 followers, 6417 engagements


"@kingdomcapadv @ClarkSquareCap @dan_rogala I would assume this is some kind of liquidation of a compromised account if you cant find news"  
[X Link](https://x.com/stoked_on_waves/status/1977839107360612649) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-10-13T20:49Z 1901 followers, XXX engagements


"Someday it will be time for $deo"  
[X Link](https://x.com/stoked_on_waves/status/1965219938479861977) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-09-09T01:05Z 1909 followers, 1119 engagements


"$AMX trades at 5x ebitda It must also be garbage"  
[X Link](https://x.com/stoked_on_waves/status/1975328205025501645) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-10-06T22:31Z 1901 followers, XXX engagements


"$TSM is a Taiwan semiconductor manufacturing company treasury company that trades a premium to NAV"  
[X Link](https://x.com/stoked_on_waves/status/1978925456029049247) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-10-16T20:46Z 1909 followers, 13.5K engagements


"@1lemonaday Also is this a $BHF thing where the spin is happening because Sony doesnt want some fat liability tail"  
[X Link](https://x.com/stoked_on_waves/status/1976805884052619519) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-10-11T00:23Z 1908 followers, XXX engagements


"You guys bid a noncumulative pref that may or may not pay divs but doesnt now to XX% yield"  
[X Link](https://x.com/stoked_on_waves/status/1978311748588298674) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-10-15T04:07Z 1908 followers, 1196 engagements


"As $OKLO doesn't actually do anything nothing can go wrong. Shorting value traps so much easier bad things happen to value traps all the time"  
[X Link](https://x.com/stoked_on_waves/status/1977772837491651048) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-10-13T16:26Z 1901 followers, XXX engagements


"@ljp0101 @ToffCap $TLN ok what is a megawatt worth"  
[X Link](https://x.com/stoked_on_waves/status/1978516483886977298) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-10-15T17:41Z 1903 followers, XXX engagements


"@CapitalShipyard Reputation risk Maybe Ipsen doesnt want bad press for an extra 21M"  
[X Link](https://x.com/stoked_on_waves/status/1976471573252215259) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-10-10T02:15Z 1904 followers, XXX engagements


"Ok why did this bet go catastrophically wrong for our $wln.pa buyer BaFin a little more fussed about Wirecard than we thought This thing has to be pretty close to a proper shitco at this point"  
[X Link](https://x.com/stoked_on_waves/status/1844209976983814637) [@stoked_on_waves](/creator/x/stoked_on_waves) 2024-10-10T02:54Z 1909 followers, 1283 engagements


"@Akston_Capital and then short selling got banned. this is why we cant have nice things"  
[X Link](https://x.com/stoked_on_waves/status/1978976223968505922) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-10-17T00:07Z 1909 followers, XXX engagements


"@ClarkSquareCap @kingdomcapadv @dan_rogala so you take your own brokerage account and buy some illiquid shitco. then you use all of the equity in the stolen account and then some to blast the price of said shitco up after hours and sell for a profit in your account. Much easier way to steal harder to get caught"  
[X Link](https://x.com/stoked_on_waves/status/1977841338944295205) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-10-13T20:58Z 1905 followers, XXX engagements


"1) I have migrane 2) Zyn cures 3) I quit My brain is being margin called :/"  
[X Link](https://x.com/stoked_on_waves/status/1978999735114469659) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-10-17T01:41Z 1909 followers, XXX engagements


"@KarstResearch Considering averaging down on $WLN.pa bag. I bought a little $MBIN today. Along with @gruust drawn to despair and misery like a fly to shit"  
[X Link](https://x.com/stoked_on_waves/status/1950822207741128810) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-07-31T07:33Z 1909 followers, XXX engagements


"@Biohazard3737 $FRC was beloved by its customers 🤷♂"  
[X Link](https://x.com/stoked_on_waves/status/1978946654016335975) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-10-16T22:10Z 1909 followers, XXX engagements


"@junkbondinvest $ago has to end up getting baggied here"  
[X Link](https://x.com/stoked_on_waves/status/1974997141480448012) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-10-06T00:36Z 1909 followers, XXX engagements


"@linglingfool very funny to me that this is $JNJ not $KVUE liability"  
[X Link](https://x.com/stoked_on_waves/status/1976077813867479170) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-10-09T00:10Z 1901 followers, XXX engagements


"@acidinvestments I have seen folks leak their own fake go private to delay or dodge a margin call notably $VNET. what makes you think this is happening here"  
[X Link](https://x.com/stoked_on_waves/status/1978133058973819251) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-10-14T16:17Z 1906 followers, XXX engagements


"$PAG $AN $LAD all huge winners over time. Why"  
[X Link](https://x.com/stoked_on_waves/status/1962634648850497558) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-09-01T21:52Z 1904 followers, XXX engagements


"@ClarkSquareCap @kingdomcapadv @dan_rogala you manage to steal someone's brokerage account credentials and log in. pulling the money out to your bank would be very hard and maybe incriminating its linked to the owners bank. 1/2"  
[X Link](https://x.com/stoked_on_waves/status/1977840845216006188) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-10-13T20:56Z 1904 followers, XXX engagements


"@ShmuelLon @CapitalShipyard Yeah I mean the mean reversion trade doesn't look as cool as the spread blowout trade tbh"  
[X Link](https://x.com/stoked_on_waves/status/1978928191097180171) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-10-16T20:57Z 1909 followers, XX engagements


"@ShmuelLon @CapitalShipyard More downside in like long $rgti"  
[X Link](https://x.com/stoked_on_waves/status/1978930240001855609) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-10-16T21:05Z 1909 followers, XXX engagements


"Funny that looking back that 12x overvalued $LKQ"  
[X Link](https://x.com/stoked_on_waves/status/1962199058480771520) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-08-31T17:01Z 1904 followers, 1333 engagements


"I suspect $8697.T is cheap"  
[X Link](https://x.com/stoked_on_waves/status/1909634982995452042) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-04-08T15:50Z 1901 followers, XXX engagements


"penalty+interest rate from not paying your taxes seems way cheaper than a credit card but I have never heard of anyone intentionally not paying taxes as a revolver"  
[X Link](https://x.com/stoked_on_waves/status/1978389883564552208) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-10-15T09:17Z 1908 followers, 1011 engagements


"@RandolphDuke7 one of my favorites Got me through college but I haven't had in a long time. Maybe a mission for the weekend"  
[X Link](https://x.com/stoked_on_waves/status/1978501805114863697) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-10-15T16:42Z 1902 followers, XX engagements


"@CapitalShipyard for stuff like $WF I don't think there's a real mechanism for the premium to close"  
[X Link](https://x.com/stoked_on_waves/status/1978922626773913639) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-10-16T20:34Z 1909 followers, XXX engagements


"Lolololol $smlr / $asst is negative spread now"  
[X Link](https://x.com/stoked_on_waves/status/1976771062554935414) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-10-10T22:05Z 1901 followers, 1796 engagements


"$oxy Are people suspicious that Vicki didn't get the better end of the trade with uncle warren"  
[X Link](https://x.com/stoked_on_waves/status/1973797275093869027) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-10-02T17:08Z 1902 followers, 1530 engagements


"@ljp0101 @ToffCap Presumably the nuke plant has lower marginal cost and better contribution than gas but Susquehanna is licensed to operate for XX years more. TLN did build a data center by the plant and lease it to AWS tho your plan sorta implemented"  
[X Link](https://x.com/stoked_on_waves/status/1978543464506646588) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-10-15T19:28Z 1905 followers, XXX engagements


""by fracking Antarctica we can save the world""  
[X Link](https://x.com/stoked_on_waves/status/1978504482246767032) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-10-15T16:53Z 1909 followers, 1409 engagements


"$IVFH still not clear to me this is cheap but its cheaper"  
[X Link](https://x.com/stoked_on_waves/status/1975605287257317469) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-10-07T16:53Z 1909 followers, 1559 engagements


"@Aureliusltd28 Tell me about what happens if/when $WLN.pa loses IG rating"  
[X Link](https://x.com/stoked_on_waves/status/1950956759524475334) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-07-31T16:28Z 1909 followers, XXX engagements


"@ShmuelLon @CapitalShipyard lol if you can actually convert it fire away but I don't think you can. As mean reversion trade maybe there's some price makes sense"  
[X Link](https://x.com/stoked_on_waves/status/1978923897757040974) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-10-16T20:39Z 1909 followers, XX engagements


"$SMR goes down every day at XX because thats when $FLR selling starts Plz advise"  
[X Link](https://x.com/stoked_on_waves/status/1975977192665539066) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-10-08T17:30Z 1903 followers, XXX engagements


"@CapitalShipyard * $TSM shows how often I look at this"  
[X Link](https://x.com/stoked_on_waves/status/1978924110475395191) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-10-16T20:40Z 1909 followers, XXX engagements


"@invertedfragil1 the thing is this is just an engineering company and shouldn't have a completely dire unfixable cost structure. $CG didn't take warrants this time don't know what that means"  
[X Link](https://x.com/stoked_on_waves/status/1975034959153987825) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-10-06T03:06Z 1903 followers, XXX engagements


"@DarkfireCapital @chrisvirnig @hfreflection $1821.hk was a good one same mechanism sorta for $ccoi"  
[X Link](https://x.com/stoked_on_waves/status/1969998131040550953) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-09-22T05:32Z 1908 followers, XXX engagements


"Chat are iron and aluminum forever chemicals"  
[X Link](https://x.com/stoked_on_waves/status/1978304365745057798) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-10-15T03:38Z 1909 followers, XXX engagements


"@blondesnmoney Our boy @pulte lowering the rents charged to end user not so bad. yay capitalism"  
[X Link](https://x.com/stoked_on_waves/status/1978200095565693080) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-10-14T20:43Z 1909 followers, 1674 engagements


"On the basis of actually visiting the restaurants I would be much more comfortable owning $loco vs $jack"  
[X Link](https://x.com/stoked_on_waves/status/1977547373690949830) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-10-13T01:30Z 1909 followers, 1227 engagements


"Google has 350x as much revenue as tier one network $ccoi"  
[X Link](https://x.com/stoked_on_waves/status/1953845325078073489) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-08-08T15:46Z 1901 followers, XXX engagements


"@blondesnmoney @pulte on the subject why is $FNMA worth 11B at market"  
[X Link](https://x.com/stoked_on_waves/status/1978201490201137340) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-10-14T20:49Z 1909 followers, 1084 engagements


"interesting to think about how greenmail tax works looking at $KROS and how that shapes HF behavior"  
[X Link](https://x.com/stoked_on_waves/status/1978500460534186396) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-10-15T16:37Z 1908 followers, XXX engagements


"$irbt next cov waiver extension 10/24"  
[X Link](https://x.com/stoked_on_waves/status/1978647448102060093) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-10-16T02:21Z 1908 followers, XXX engagements


"We think this Latin American telco business is worth 7x ebitda. Other Latin american telco businesses trade for less We are aware of that its because theyre garbage"  
[X Link](https://x.com/stoked_on_waves/status/1975327745824682203) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-10-06T22:30Z 1901 followers, XXX engagements


"@ShmuelLon @CapitalShipyard yeah"  
[X Link](https://x.com/stoked_on_waves/status/1978929598080418270) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-10-16T21:02Z 1908 followers, XX engagements


"@blondesnmoney @pulte does fico just exist because the banks don't want to be called racist"  
[X Link](https://x.com/stoked_on_waves/status/1978201343203455131) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-10-14T20:48Z 1904 followers, XX engagements


"The quintessential nano cap is $jctcf which delivered good shareholder returns when the manager owned lots of stock and got paid little cash and bad returns since the new better paid guy who didnt own stock built a new office building"  
[X Link](https://x.com/stoked_on_waves/status/1978705823925698964) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-10-16T06:13Z 1909 followers, XXX engagements


"Guys I forgot what the extremely illiquid zoo safari park stock is called"  
[X Link](https://x.com/stoked_on_waves/status/1977549828642259320) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-10-13T01:39Z 1909 followers, XXX engagements


"Nothing an hour on the treadmill cant fix. Huh. Lifes easier when youre a little harder"  
[X Link](https://x.com/stoked_on_waves/status/1979028574658048365) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-10-17T03:35Z 1909 followers, XXX engagements


"I guess $jack has more drivethru biz and thats better margin Idk bro. Your stuck with Sardar either way"  
[X Link](https://x.com/stoked_on_waves/status/1977548550973383043) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-10-13T01:34Z 1903 followers, XXX engagements


"I like the part in the new Greenlight letter where @davidein mentions that $BHF is like .3x book and X forward PE while saying that $BHF should absolutely sell 🫡"  
[X Link](https://x.com/stoked_on_waves/status/1970575512813871354) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-09-23T19:46Z 1908 followers, 6978 engagements


"@Klad_blok @chrisvirnig @fabreres lots of tiny holders left over further entrenches board which seems like goal here. odd lot benefits tiny arbs over larger holders so not sure what you mean by balance"  
[X Link](https://x.com/stoked_on_waves/status/1978492036874662075) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-10-15T16:03Z 1904 followers, XXX engagements


"@blondesnmoney people aren't exchanging enough securities on my $8697.T get to work"  
[X Link](https://x.com/stoked_on_waves/status/1965569481801171211) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-09-10T00:14Z 1901 followers, XXX engagements


"This is all very entertaining. ultimately I think $xx.v shareholders didnt make any money because there was 1) only room for the insiders to get paid and 2) the business didnt grow. Danger of a tiny microcap excessive exec comp alone enough to lose"  
[X Link](https://x.com/stoked_on_waves/status/1978698781613818127) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-10-16T05:45Z 1909 followers, XXX engagements


"I never looked at $TFIN before because all you fintwitters were talking about it who wants to pitch me now that its down XX% from peak and flat for five years"  
[X Link](https://x.com/stoked_on_waves/status/1978559953213210736) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-10-15T20:33Z 1908 followers, XXX engagements


"@invertedfragil1 They also don't mention CFIUS. Sooooo. they are in talks to sell everything presumably to their contract manufacturers who have cheaper engineers and could get value out of the brand but somehow they are still losing money and didn't fire the engineers yet"  
[X Link](https://x.com/stoked_on_waves/status/1975034445225959581) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-10-06T03:04Z 1903 followers, XXX engagements


"@hindsight2121 @invertedfragil1 plenty of market cap. diluting the equity in little chunks for cash doesn't foreclose on $CG ability to take the whole thing whenever"  
[X Link](https://x.com/stoked_on_waves/status/1975036819541725637) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-10-06T03:14Z 1903 followers, XX engagements


"Can Sophie save my $wln.pa bag No. She seems cool though"  
[X Link](https://x.com/stoked_on_waves/status/1864127999274308041) [@stoked_on_waves](/creator/x/stoked_on_waves) 2024-12-04T02:02Z 1908 followers, 1042 engagements


"Suppose LOCO is priced more like $CMG whereas $Jack price competition is $yum"  
[X Link](https://x.com/stoked_on_waves/status/1977552864525590763) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-10-13T01:51Z 1902 followers, XXX engagements


"@CapitalShipyard for $TSMC I think you can turn the ADR into taiwan shares but I don't think you can really go the other way"  
[X Link](https://x.com/stoked_on_waves/status/1978923126541910026) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-10-16T20:36Z 1909 followers, XXX engagements


"ok I am now convinced that an odd lot is low odds"  
[X Link](https://x.com/stoked_on_waves/status/1978499491545149747) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-10-15T16:33Z 1906 followers, XXX engagements


"@SFarringtonBKC (1.4M) in taxes per book (7M) reconciling item CFFO"  
[X Link](https://x.com/stoked_on_waves/status/1977650839868387614) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-10-13T08:21Z 1901 followers, XXX engagements


"@ShmuelLon @CapitalShipyard I mean its cooler to risk X% and make 5x when the spread blows out to XX% than to risk an unbounded loss for XX% gain"  
[X Link](https://x.com/stoked_on_waves/status/1978929035397758997) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-10-16T21:00Z 1909 followers, XX engagements


"@1lemonaday I feel seen. Why are we paying more than book value for a Japan finco again"  
[X Link](https://x.com/stoked_on_waves/status/1976805541075992780) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-10-11T00:22Z 1903 followers, XX engagements


"@SFarringtonBKC yeah not so bad. the thing that I was thinking about was heh this does nothing to EBITDA which is what they would report"  
[X Link](https://x.com/stoked_on_waves/status/1977652727691051353) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-10-13T08:28Z 1901 followers, XX engagements


"@Ron284Ron Back when I was a bank teller I thought it would be way more fun to work at Taco Bell"  
[X Link](https://x.com/stoked_on_waves/status/1978649710681334103) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-10-16T02:30Z 1904 followers, XX engagements


"wonder if the $OKLO $SMR bulls will ever learn the valuation westinghouse traded at BEFORE it bk"  
[X Link](https://x.com/stoked_on_waves/status/1975636461782507717) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-10-07T18:56Z 1902 followers, 1732 engagements


"lol $BUR lunch money"  
[X Link](https://x.com/stoked_on_waves/status/1965141714412478796) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-09-08T19:54Z 1909 followers, 1016 engagements


"10/24 extension X $CG doesn't seem like they want to own $IRBT and bk would plausibly reduce value of asset overall"  
[X Link](https://x.com/stoked_on_waves/status/1975031476350804079) [@stoked_on_waves](/creator/x/stoked_on_waves) 2025-10-06T02:52Z 1905 followers, 1766 engagements