Crossroads Capital (@CrossroadsOnX) / X

Crossroads Capital

216 posts

Crossroads Capital

@CrossroadsOnX

Crossroads Capital is a value-oriented long/short equity fund manager focused on mispriced emerging compounders and special situations. Founder/PM @AboveAvgOdds

Overland Park, KS

Joined June 2024

Crossroads Capital
@CrossroadsOnX
Feb 20, 2025
1/ 🚨EARNINGS UPDATE: $NBIS Earnings report shows how our thesis, while early, is starting to materialize. While the stock opened down today, along with other momentum stocks, we think the 4Q update was positive with a lot of good things if you read between the lines. 🧵👇
18K
Crossroads Capital
@CrossroadsOnX
Dec 6, 2024
Our newest writeup on Nebius Group $NBIS is now available. Everybody wants to catch the AI gold rush, but who’s making the picks and shovels?
crossroadscap.io
From Russia with Cash: Nebius Group
Everybody wants to catch the AI gold rush, but who’s making the picks and shovels? If Nvidia’s GPU chips are the raw iron ore, specialized AI cloud computing provider Nebius (NBIS) is building a...
71K
Crossroads Capital
@CrossroadsOnX
Feb 7, 2025
Special Situations Update: Long FTAI Aviation $FTAI Fallout from Muddy Waters Short Report Creates Asymmetric Opportunity
Special Situations Update: Long FTAI Aviation (FTAI) - Fallout from Muddy Waters Short Report...
From crossroadscap.io
18K
Crossroads Capital
@CrossroadsOnX
Nov 14, 2024
Our Q3 2024 Investor Letter is now available on our website: crossroadscap.io/investor-lette… Accredited investors can sign up for updates here: crossroadscap.io/contact-us Follow us @CrossroadsOnX for more updates.
13K
Crossroads Capital
@CrossroadsOnX
Feb 14, 2025
1/🚨 BREAKING: $NVDA just disclosed in its 13-F that it bought shares of Nebius Group $NBIS This AI cloud player is following CoreWeave's trajectory, but could be transforming into an AI-specific mini hyperscaler. A deep dive into why this might be Nvidia’s next big AI bet 👇🧵
13K
Crossroads Capital
@CrossroadsOnX
Mar 13, 2025
1/ $GOOG Antitrust Update: New Trump policies are shocking markets, but this admin hasn’t changed much on antitrust—Google is still in the crosshairs. The search trial final remedy proposals were just filed, and the ad tech remedies are pending. Here’s what it means 🧵👇
15K
Crossroads Capital
@CrossroadsOnX
Feb 27, 2025
Our Q4 2024 Investor Letter is now available on our website: crossroadscap.io/investor-lette… Accredited investors can sign up for updates here: crossroadscap.io/contact-us Follow us @CrossroadsOnX for more updates.
2.3K
Crossroads Capital
@CrossroadsOnX
Feb 20, 2025
1/🚨 BREAKING: $FTAI Press release on a clean audit and timely 10-K publication is a good first step. We highlighted this was a high probability outcome in the special situation update we published on just two weeks ago:
Special Situations Update: Long FTAI Aviation (FTAI) - Fallout from Muddy Waters Short Report...
From crossroadscap.io
2.6K
Crossroads Capital
@CrossroadsOnX
Oct 22, 2024
Our September 2024 tear sheet is now available... Accredited investors can sign up for updates here: crossroadscap.io/contact-us Follow us @CrossroadsOnX for more updates.
6.4K
Crossroads Capital
@CrossroadsOnX
Feb 2, 2025
Thank you @StockJabber for featuring @AboveAvgOdds in this week's @IdeaBrunchEmail. Check out the interview and subscribe to Sunday's Idea Brunch here:
Idea Brunch with Ryan O'Connor of Crossroads Capital
From readideabrunch.com
3.1K
Crossroads Capital
@CrossroadsOnX
Feb 12, 2025
1/ Did you miss last week's🚨 Special Situations Alert: The Muddy Waters short report on FTAI Aviation $FTAI has created a rare asymmetric opportunity. Here’s why we believe the market has overreacted 🧵👇
4.9K
Crossroads Capital
@CrossroadsOnX
Oct 25, 2024
Check out our lates thought piece: Shorts and Ladders - How we think about short selling
Shorts and Ladders - How we think about short selling
From crossroadscap.io
1.9K
Crossroads Capital
@CrossroadsOnX
Feb 20, 2025
Replying to @CrossroadsOnX
8/ In all, we believe the earnings call was well executed. With the annual report out of the way we expect sell side initiations, acceleration in revenue growth, and catalysts that should highlight the value of $NBIS's other assets.
1.9K
Crossroads Capital
@CrossroadsOnX
Sep 5, 2024
Our Google Trust Busting Update is out. We think Google's breakup risk is hugely underpriced and there are some major beneficiaries in public markets. Read the full report here: crossroadscap.io/insights/trust…
18K