CVC.ai @CVCResearch
CFA. Debunked Bloomberg's $SMCI spy BS. $GME OG. Ran a $100M+ L/S solar book. Semicap & China enthusiast. Princeton. 1A fan. Value guy, buyer of last resort. San Diego, Portugal, Australia Joined February 2015-
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@tedlieu Of course you endorsed becerra. He’s a corrupt empty suit just like yourself.
@ConsensusGurus Can you explain why $flex is so relatively weak on the SPX addition? What am I missing?
@StanphylCap It looks like you hate the markets even more than Zack does 😭
@stoolpresidente I’m of mixed opinions on him (the blackwater shit is gross), but the way all the worst people are going after him really says something 🤔 Either way Collins is a corrupt POS so can’t possibly in any way be worse than her!!
@themimsshow “Make it make sense” and it’s just two dumb bitches telling each other exactlyyyy
@benedictrogers Bro lmfao, who pays you to post this shit 😂
$DDI just did Q126 FCF/ADS of $0.94, ending the quarter with $10.10/ADS in net cash (up from $9.19/ADS at Q425). $11.25/ADS offer price continues to look like a joke.
Interesting: $DDI has traded through the 11.25 offer price today…better offer from DUG on the way perhaps? 🤔
Parent company DoubleU Games offering to buy out minority shares of $DDI. The offer price seems way too low, and hopefully DoubleU will be forced to increase it I wrote up a $DDI long in February valueinvestorsclub.com/idea/DOUBLEDOW… "DoubleU offers $11.25 a share to buy out $DDI investors"
@SenatorSlotkin Seems bad that the US is being governed by morons like this
$SPT posted a modest beat/raise in Q126, but more importantly IMO, announced a $50M buyback (against a ~$450M mkt cap). At 0.75x EV/S & 6x EV/FCF on '26 for ~10% top line growth and margin expansion, this is way too cheap and it's good to see the company finally stepping up
$SPT has been the subject of reported acquisition interest multiple times, including as recently as 3 months ago ( $ADBE ) Ultimately I think this company gets sold much higher than here Net cash balance sheet and is generating a lot cash. I'd like to see a buyback announcement.
Anyone else think $SPT at 1.2x Sales for 10% top line growth, 10% FCF margins is really interesting? I get that all of software is a zero, but what if it’s not 🤔 I’ve been buying this one since November…
$SPT +5.7% post-market on low volume. CEO buys $1M in shares. This comes after co-founder Aaron Rankin purchased $1M a few weeks ago. FWIW, my buyout bets post pitched $SPT as a prime 2026 buyout target and called for planned insider buys to act as a margin of safety 🤣🤣(which
In addition to the blowout acceleration in billings growth, $CMRC reported their first GAAP EPS profitable quarter with $0.05 in Q126 ($0.20 annualized GAAP EPS) This stock should not still be trading at <1 EV/S (currently 0.87x on CY26)
Turnaround plan at $CMRC seems to be working. The last time $CMRC had 14% billings y/y growth, this was an $8+ stock, except this time around growth is accelerating, not decelerating...
Turnaround plan at $CMRC seems to be working. The last time $CMRC had 14% billings y/y growth, this was an $8+ stock, except this time around growth is accelerating, not decelerating...
Now that $CMRC is disclosing GMV, some observations: - $CMRC monetizes its GMV as well/better than $SHOP in terms of subscription revs - $SHOP's better monetization overall is driven by payments ( $CMRC is launching payments this qtr) - Biggest delta is of course in relative valn
Green shoots🌿 at $CMRC ? 🤔
JC Oviedo @JCOviedo6
18K Followers 2K Following Locked in my parents' basement working to expose the biggest frauds since Enron
Motorhead @BradMunchen
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Pythia Cap: Partially... @PythiaR
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Bag Holder @BagholderQuotes
50K Followers 641 Following You don't loose if you don't sell. A satire, parody, and humor account. We all hold bags so have some fun with it. DMs not monitored. On break for holidays!
Barbarian Capital @BarbarianCap
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Lawrence Hamtil @lhamtil
39K Followers 2K Following Business collector🚬🏋️♂️🛩️. Tweets are not financial advice & should not be construed as solicitations. They are for informational purposes only.
Claire, aka Midwester... @MidwestHedgie
19K Followers 5K Following Veteran | M.D. fmr @usuhealthsci; Founder & CIO at Antifa shorts, governance, human rights, fruit & native plants not investment advice she/her
Kenneth Dredd @KennethDredd
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Rick Bomstein @BomsteinRick
10K Followers 1K Following Took the red pill. BTW this is purely a Matrix reference. Get your mind out of the gutter. Rick Bomstein does not exist.
Deep Sail Capital @DeepSailCapital
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Suspected Saboteur @ShortingIsFun
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Michael Fritzell (Asi... @MikeFritzell
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ben k @Benshooter
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mayanicks0x @mayanicks0
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ohhh @slydog456
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Free Wyckoffs @FreeWyckoffs
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27 Followers 192 Following
Adrian H @Adrian_H
3K Followers 6K Following Je ne te parle pas, je chante pour moi-même, je chante pour moi-même! Et je pense! il n'est pas défendu de penser! I don’t like bullies. I block anon idiots.
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Sam @i_am_MC_Squared
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Paul Courtney, CFA, C... @Paul_Courtney
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KinderKidKacper @kinderkidkp
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andres azcarate @afazcarate
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dw @dw13456
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AK @AK31525843
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Bigor @b_ig0r
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Coronis @Coronis101
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Paulinski💡 @Paulinskinft
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Abody 🔻🇵🇸 @AbodyStudio
167 Followers 619 Following Web2 & Web3 Developer | Trader | Founder of @Bitnance_io | reach out if you want to launch your own web3 project $BTC $SOL | Exposing the war on terror scam.
Slat Saltwell @SuperSalty69
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Chef Jeff @ChefJeff2185
117 Followers 478 Following Just a dreamer, thinker, and tinkerer. Challenging the status quo, one conversation at a time.
🦋🏴☠️quee... @queefermadness1
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Apraham Stockton @AprahamStockton
17 Followers 80 Following
3B 🥛 @webth3b
1K Followers 5K Following Crypto class of ‘19 • Still believe → All post are NFA so DYOR 🤌
ebbe altman @ebbealtman
111 Followers 2K Following alt(man) @ebbecooks / using acc for mutuals & scanning
Tim Sernas7 @tccell
754 Followers 2K Following The American left is a cult. Every accusation they make is an admission. It is fascinating to watch on here.
GlitchRekal @GhostRekal
589 Followers 457 Following i love Jesus, ❤ the truth, & my family. God is always good! Keep it 100!
Kiri_Gram🚀😎 @samuel_kiri98
115 Followers 371 Following A public trading journal A learning diary A growth story (from beginner → consistent trader).
Diamond Hands @gmetothemoon
12 Followers 73 Following
Donut Shorts @DonutShorts
38K Followers 1K Following -In an age of universal deceit, telling the truth is a revolutionary act--------------You should assume I have a position in any stock I tweet about
JC Oviedo @JCOviedo6
18K Followers 2K Following Locked in my parents' basement working to expose the biggest frauds since Enron
Motorhead @BradMunchen
25K Followers 4K Following Automotive long/short & Tesla skeptic. More in-depth, weekly updates on Tesla & its automotive rivals can be found here: https://t.co/8lbZs0zwTU
Prepared Remarks @P_Remarks
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Pythia Cap: Partially... @PythiaR
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50K Followers 641 Following You don't loose if you don't sell. A satire, parody, and humor account. We all hold bags so have some fun with it. DMs not monitored. On break for holidays!
Bill Brewster @BillBrewsterTBB
52K Followers 2K Following “Life moves pretty fast. If you don't stop and look around once in a while, you could miss it.” Bueller, Ferris
modest proposal @modestproposal1
124K Followers 789 Following I shall now therefore humbly propose my own thoughts, which I hope will not be liable to the least objection. https://t.co/NuC25VaSff
Barbarian Capital @BarbarianCap
48K Followers 3K Following Personal account. RT = look at this. Fave = bookmark. Stole avi from https://t.co/hVwp9JH9n0
Edwin Dorsey @StockJabber
119K Followers 3K Following Exposing bad companies. Author @BearCaveEmail & @IdeaBrunchEmail. Founder @StockPromoData. Email: [email protected]
Paul Enright @pmje73
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Jerry Capital @JerryCap
59K Followers 618 Following Not selling anything. Not investment advice. Personal but public journal. Arguing with you to spare my family. DM mutual to unblock. Canadian Propaganda
Lawrence Hamtil @lhamtil
39K Followers 2K Following Business collector🚬🏋️♂️🛩️. Tweets are not financial advice & should not be construed as solicitations. They are for informational purposes only.
Claire, aka Midwester... @MidwestHedgie
19K Followers 5K Following Veteran | M.D. fmr @usuhealthsci; Founder & CIO at Antifa shorts, governance, human rights, fruit & native plants not investment advice she/her
InnocenceCapital.AI (... @InnocenceCapit1
17K Followers 2K Following Because I am an innocent man. This is the end of the innocence. Not investment advice. Do your own work. Relentlessly pragmatic. You are all “Pedo Guys”.
Mandy Arthur @mandyarthur
54K Followers 9K Following Follower of Jesus ✞ | unofficial "Grok Whisperer" | Unhinged Massie Supporter
Melat Kiros for Congr... @MelatKirosCO
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Alpha_Ex_LLC @Alpha_Ex_LLC
20K Followers 1K Following Alpha Exchange is a podcast series by Dean Curnutt to explore topics in financial markets, risk management and capital allocation in the alternatives industry
Benjamin Fogel @BenjaminFogel
24K Followers 5K Following Historian of Brazil and scholar of comparative depravity. Lost South African. Contributing editor @jacobin. Head of Publishing at @alamedainst
Borzou Daragahi 🖊�... @borzou
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Hugo Navarro @HugoNavarroPer2
11K Followers 62 Following PM and writer of Undervalued and undercovered. https://t.co/Z8gNyWJt5M
Special Situations Di... @specsitsdigest
2K Followers 532 Following A structured weekly digest of activist campaigns, strategic reviews, spin-offs, restructurings, divestitures, and M&A across 30+ markets. By @clarksquarecap
Demand Progress @demandprogress
51K Followers 12K Following Grassroots, nonpartisan organization with nearly one million affiliated activists fighting for the rights and freedoms needed for a modern democracy.
Kavita Algu @KavitaAlguMD
8K Followers 2K Following Palliative & primary care physician, mother, PhD candidate (health policy). 🍉From all rivers to all seas, may all people be Free.🌍#BoycottUAE
Collingwood 🇬🇧 @admcollingwood
31K Followers 5K Following Co-host of @multipolarpod; writer The Multipolarity Brief on https://t.co/wa1eZNjyqe https://t.co/XmjLSv3Oku || DMs open
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16K Followers 240 Following International Relations & Polit. Economy | Host of 'World Affairs In Context' on Substack: https://t.co/l6vxg6Ly8u
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155K Followers 3K Following Prof of Organic Chem @Cornell. Libertarian. Complacency Bubble believer. Conspiracy Theorist. Plato's caveman. Opinions and ideas expressed are not my own.
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Kai Newkirk for Congr... @kai_newkirk
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Ana Escobar @AnaEscobarShow
36K Followers 3K Following Christ is King 👑 | based | GO MAX | free Palestine @anaescobarshow on YOUTUBE. Mon | Wed | Fri |Sat & whenever big news happens
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Vivian @suchnerve
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Abu Mexicuh 🇵🇸�... @notronmexicuh
4K Followers 1K Following Marxist-Leninist-Sankarist ☭. Syrian & Russian. Bilad al-Sham yearner. Palestine 🇵🇸 lives in my heart forever. Al-Thawabet is the standard. @ASU_SPGS alumnus.
Alex Crawford @AlexCrawfordSky
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TheDeprogram @TheDeprogramPod
42K Followers 3 Following International Anti-Capitalist podcast run by an American, a Slav and an Arab. RSS: https://t.co/YPRthpLuP9 @_secondthought, @Yugopnik @YaBoiHakim
Vital Knowledge Media @knowledge_vital
10K Followers 804 Following https://t.co/JOsOr9qozE Adam Crisafulli Most comprehensive and insightful market commentary Podcast link: https://t.co/VjxUpmMDma
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Marc Botenga MEP @BotengaM
59K Followers 2K Following 🇧🇪 Député européen @PTBbelgique/@PVDAbelgie 🔻 Vice-président @Left_EU ✊ Les gens d'abord, pas le profit !
Richard Werner @scientificecon
64K Followers 3K Following Prof. Richard A. Werner. Empirical, fact-based economics. Retweets not an endorsement or agreement. Likes are merely bookmarks. See also @professorwerner
OrangeMaxxing FreddyG @OrangeFreddyG
16K Followers 4K Following Never gonna have a blue check, always gonna be real. Comic and Host of @paidprotest. 65 million views on Social Media. Content Creator for @trackaipac
Sera-Jade,𝓹𝓻�... @SeraJadeAtPSA
5K Followers 1K Following I read other people’s works instead of writing my own b/c that's where my level of ideological development is. Listen at: https://t.co/83nFnbMiuQ
namecannotbeblank @fatbuffalo4
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MissFina 🇨🇦🇭... @Love4Spring
7K Followers 6K Following Views are own. RT≠endorse't. ♥️=read. Value facts, stats, info source, respect. Not open to dating. 🚫DM 🚫Sales 🚫Group 🚫Tag 🚫Profanity
DannyKPolitics @DannyKPolitics
15K Followers 2K Following OSINT, API & AI driven journalism & analysis of geopolitics & U.S. domestic affairs 🟣🇺🇸🗽🗞️
Patrick T Shepherd @PatrickTShep
4K Followers 4K Following End the Blockade on Cuba. Socialist, anti-fascist. APPRECIATOR OF BIRDS
Jamahiriya al-Juche�... @ayo_platano
5K Followers 836 Following (لَا إِلَٰهَ إِلَّا ٱللَّٰهُ) Read banner
octopus/caveman @octopuscaveman
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Jeffrey Currie 🆔++ @CommodMkt
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Cory Archibald @CMArchibald
12K Followers 3K Following I do comms stuff. | co-founder @TrackAIPAC | Likes: animals, Trek, and politics. | Dislikes: genocide, fascism, and capitalism | All opinions my own. | she/her
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