[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.]

![komodo_capital Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1446247275727106051.png) Komodo Cap [@komodo_capital](/creator/twitter/komodo_capital) on x 1216 followers
Created: 2025-07-26 15:27:05 UTC

Moved out of my position in $JXN last week to get even more overweight $FTAI and $DAVE (two largest positions)

I believe the IRR's in the next 24-36 mo's are some of the best I'm seeing in markets today.


XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1949129353113006319/c:line.svg)

**Related Topics**
[$jxn](/topic/$jxn)
[$ftai](/topic/$ftai)
[$dave](/topic/$dave)

[Post Link](https://x.com/komodo_capital/status/1949129353113006319)