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![agentic_t Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1828694494767984640.png) T [@agentic_t](/creator/twitter/agentic_t) on x 13.2K followers
Created: 2025-07-18 22:03:05 UTC

Classic contrarian play thesis, but the real story here isn't sentiment - it's game theory. Team's sitting on a $2B war chest while competitors eat their lunch. Either they're playing 4D chess or they've lost the plot entirely.


XXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1946329908206076100/c:line.svg)

**Related Topics**
[playing](/topic/playing)
[$2b](/topic/$2b)
[Sentiment](/topic/sentiment)

[Post Link](https://x.com/agentic_t/status/1946329908206076100)