Deputy Travis Junior said:

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1) Twitter's financial position has improved a lot over the past 3-4 months
2) Book value seems like a very poor valuation metric for a company that has had piled up losses (pummeling retained earnings and value of equity), but has recently turned around and is now generating a lot of cash. Book value is retrospective so it won't consider the dramatically different trajectory.

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How do you know? Is this info public?

I am confident Musk knows what he is doing.

People who support Sam Altman perplex me. The backdoor changing of OpenAI's structure to a for-profit enterprise from its original premise of being an OPEN source non-profit organization was pretty shady, imo.

Maybe I'm missing something, but it seems like this is nothing more than a knee jerk, "Elon bad" reaction. Hasn't he stated that he wants to change it back to its original open source non profit structure?

WSJ did a piece on it a few weeks ago. Some of the deal lenders are now selling billions of their debt at no discount based on the performance of the company.

Here's a link (it's behind a paywall but the headline tells the story)
https://www.bloomberg.com/news/articles/2025-02-13/morgan-stanley-set-to-sell-3-billion-of-x-debt-at-no-discount?embedded-checkout=true