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
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
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
48K Followers 3K Following Personal account. RT = look at this. Fave = bookmark. Stole avi from https://t.co/hVwp9JH9n0
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
16K Followers 671 Following Coin has dog. Lauren Sánchez is a black swan
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
57K Followers 1K Following Quality, Growth, and Microcap Investor. Long/Short GARP Investment Fund, email: [email protected] Shorts & Squeeze Corner: https://shortscorner.substack
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Suspected Saboteur @ShortingIsFun
6K Followers 2K Following My Finance work experience was being a runner at the CBOT in HS...in other words: None. Entertainment only. Automotive focused. Short $TSLA.
Michael Fritzell (Asi... @MikeFritzell
35K Followers 3K Following 16 years in Asian equities. I'm the author of the "Asian Century Stocks" newsletter. Personal account.
LST @LongShortTrader
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Terminal Value🧃 @valueterminal
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DaRazor @akramsrazor
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ben k @Benshooter
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nihal pankaj vora @nihalvora
58 Followers 234 Following
mayanicks0x @mayanicks0
251 Followers 4K Following Blockchain-Al Engineer | Pilot * | Creator of AXI Tech- Thriller Manga Founder axi_Labs RWA $AXI| IG: https://t.co/nsrOtqnrul…
red kitten crew @Cancera1209
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ohhh @slydog456
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Kevin paul @nononono334456t
1 Followers 19 Following
Free Wyckoffs @FreeWyckoffs
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514 Followers 3K Following
babaluosa @jiaqi_zjq
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.
Yuan Yi Zhu @yuanyi_z
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97 Followers 201 Following
Alex Levine @alexmaclevine
46 Followers 748 Following Design and Strategy @RKS. Swimming, Running, Golfing, Photography, Travel, Dim Sum, Classical Music enthusiast. All tweets my own.
Vault Of The River @RiverVault
123 Followers 612 Following Crypto, stonks, and the unexpected! No one knows how deep The River goes, or what secrets it has locked away. Truth is in the eye of the beholder, no one else
Sam @i_am_MC_Squared
217 Followers 1K Following
Paul Courtney, CFA, C... @Paul_Courtney
819 Followers 931 Following Politically homeless, sound money, ATX & CHI, 1 John 3:18. Not investment advice. Views my own... & frequently wrong.
KinderKidKacper @kinderkidkp
21 Followers 94 Following
andres azcarate @afazcarate
60 Followers 1K Following
dw @dw13456
171 Followers 1K Following
AK @AK31525843
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Bigor @b_ig0r
182 Followers 4K Following Private investor. Nothing I post is investment advice. https://t.co/AQzg94zc4W
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122 Followers 223 Following
Coronis @Coronis101
5 Followers 128 Following
Paulinski💡 @Paulinskinft
373 Followers 2K Following I'm an Artist, nft, Writer ✍️, video Editor, Solana, https://t.co/LmJ8taWz4W https://t.co/kJgh0rwtZ4
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
191 Followers 2K Following
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
33K Followers 944 Following
B Graham Disciple @bgrahamdisciple
15K Followers 201 Following I am a trader and investor with over 25 years of experience in the securities industry, mostly in equities and options. Xitter sucks; Threads rules.
Pythia Cap: Partially... @PythiaR
71K Followers 999 Following Multibillionaire space pirate. CIO of Vader Capital LP. Activist engagements include Jeddha and Alderaan.
Gavin Baker @GavinSBaker
257K Followers 6K Following Managing Partner & CIO, @atreidesmgmt. Husband, @l3eckyy. No investment advice, views my own. https://t.co/pFe9KmNu9U
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!
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
28K Followers 255 Following
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
13K Followers 644 Following Recovering Lawyer | PhD Student | Barista | Candidate for Congress, CO-1 | @justicedems, @dsadenver, & @coworkingfam | Election Day: June 30
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
91K Followers 2K Following Media professional. Longtime international journalist. DMs open.
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
doomernat @doomernat22
32K Followers 573 Following kevin macdonald’s top guy priv alt: @the2nddoomernat
Carole Cadwalladr @carolecadwalla
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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.
Pramila Jayapal @PramilaJayapal
237K Followers 7K Following Congressmember for WA-07 and lifelong organizer for immigrant, civil, and human rights. Bold, progressive, unafraid. Co-Chair, Progressive Caucus PAC.
Kai Newkirk for Congr... @kai_newkirk
15K Followers 865 Following Running for Congress in Arizona’s 4th district. Fighting for democracy and an affordable Arizona. Organizer. Meditation teacher. Husband.
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
Morris Katz @katz_morris
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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
146K Followers 4K Following Travelling foreign correspondent based in Istanbul. Sky News Special Correspondent. Wrote Colonel Gadaffi's Hat in ptsd haze.
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
Douglas Farrar @DouglasLFarrar
5K Followers 981 Following Former Director of Public Affairs @FTC 🇺🇸 | Opinions are mine and should be adopted by you immediately.
Bolshevik Enthusiast @LeBolshevikman
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Jesus Freakin Congres... @TheJFreakinC
55K Followers 1K Following The problem with political jokes is they get elected, so running 4 U.S. congress in 2027. AKA “The Media,” per DHS ☕️: https://t.co/6C1YpJJJ79
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4K Followers 522 Following Journalist/Radio/Youtube Host Purveyor of Humor and Satire YOUTUBE - https://t.co/RKTNspSJcz
Ben Burgis @JacobinBen
2K Followers 86 Following Previous account (@BenBurgis) was hacked, please follow me here! Columnist @jacobin Host @gtaa_show Co-author of "The Blueprint" (Sept. 29th from @VersoBooks!)
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
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octopus/caveman @octopuscaveman
34K Followers 2K Following cool ranch icarus, painter of LoveBots, king of diarrhea jokes
Jeffrey Currie 🆔++ @CommodMkt
73K Followers 161 Following Price Theory. Co-Chair, Abaxx Markets. Formerly Goldman, currently Director at Aleph, Borr, Energy Aspects, iPulse and Advisor at Carlyle, U Chicago EPIC.
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
Timmy Facciola @TimmyFacciola_
5K Followers 1K Following NY Politics and striped bass at the Judge Street Journal ⬇️ | DM for Signal

























