Bro the world’s richest man bought Twitter and turned it into a rightwing echo chamber that was instrumental in getting a felon elected as President, but what you’re really worried about is Americans communicating with people that live in China? Do you think you’re a serious person?

For disclosure even as I scale into these they will ultimately end up as less than 10% of my total portfolio.

$cubi - simple thesis trading below book with buybacks. Loan book not too much to worry about compared to some peers. Under 10% non owner occupied CRE and under 6% consumer exposure.

$mrvi - Picked up as a special situation expecting it to be acquired in 2025. Underlying business and IP are strong. Not the biggest expert in this area but conservative five year forecast easily gets us to 7-9 a share, little downside after drop today