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![3Plantey2 Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1244305633110884354.png) Shrimp Capital♿️ $WELL.TO $CCLD $HASH.V $NEWCO.V [@3Plantey2](/creator/twitter/3Plantey2) on x 1470 followers
Created: 2025-07-25 18:17:15 UTC

@IrrationalMrkts Same, the issue usually is the cyclicality+ balance sheet. It's ok to be leveraged if it's not cyclical, it's less forgivable if it's cyclical. AEP is not great in that regard.


XX engagements

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[balance sheet](/topic/balance-sheet)
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