Beyond 13F — activists, insiders, politicians & research
| Filed | Form | Activist | % of class | Conviction | |
|---|
| 2026-04-20 | SCHEDULE 13D/A | Cerberus Capital Management II, L.P. | 32.0% | Med | filing |
| Filed | Insider | Role | Shares | Value | |
|---|
| 2026-03-03 | Mastrangelo Joe | director+officer | 60,000 | $345,000 | Form 4 |
Bullish · 4 mention(s), 2 personal-position post(s) · first 2025-09-26 · last 2025-12-14
“Initiated a small position ($50k shares, $50k April calls) in T1 Energy $TE $4.45, partly because I like League of Legends and Faker.
I have energy positions such as $FLNC, SEI and $EOSE (trimmed) that performed very well.
But like the rest, energy is pointed to benefit from the data center buildout and a $700m MC is a good risk-reward.
I can confidently say I don’t know enough about solar/ba…” post →
All 3 tweet(s) mentioning this ticker
| Date | Tweet |
|---|
| 2025-12-14 | Falling Knife or Dip Buy?
What a brutal Friday for stocks after $ORCL and $AVGO earnings.
Popular FinX names that dropped in just 1 day:
$FRMI | -34.1%
$SNDK | -15.89%
$SEI | -15.3%
$OKLO | -15.13%
$MOD | -14.67%
$ALAB | -14.31%
$FLNC | -13.96%
$LITE | -12.83%
$GLXY | -11.73%
$AAOI | -11.73%
$AV… → · 92 likes · 148,547 views |
| 2025-10-20 | Initiated a small position ($50k shares, $50k April calls) in T1 Energy $TE $4.45, partly because I like League of Legends and Faker.
I have energy positions such as $FLNC, SEI and $EOSE (trimmed) that performed very well.
But like the rest, energy is pointed to benefit from the data center build… → · 111 likes · 148,252 views |
| 2025-09-26 | @gurgavin TBH, my most profitable recent buys were trusting random follower's advice on $ABAT, $NFE, or $EOSE without doing much DD.
Good idea not to full port on something you don't know but doesn't hurt trusting 2% of your port to high conviction plays someone else has. → · 11 likes · 5,208 views |
| Report | Date | Stance |
|---|
| #111 — Macro Memo: Mo-vember | 2025-11-17 | WATCH |