@GringoInvesting Gringo Investments

Gringo Investments posts on X about gas, in the, $ng, $btu the most. They currently have [------] followers and [---] posts still getting attention that total [-------] engagements in the last [--] hours.

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[--] Months [---------] +247%
[--] Year [---------] +223%

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[--] Week [--] +25%
[--] Month [---] +56%
[--] Months [---] +90%
[--] Year [---] +27%

Followers: [------] #

[--] Week [-----] +0.26%
[--] Month [-----] +4.40%
[--] Months [-----] +15%
[--] Year [-----] +29%

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Social Influence

Social category influence finance 18.71% stocks 12.95% countries 11.51% technology brands 5.76% cryptocurrencies 5.04% social networks 2.16% celebrities 2.16% musicians 2.16% travel destinations 1.44% currencies 0.72%

Social topic influence gas 11.51%, in the 7.19%, $ng 7.19%, $btu #25, market 5.04%, $xop #7, btu 4.32%, $cl 4.32%, $xle #47, $oih #10

Top accounts mentioned or mentioned by @teddygambino @tedmoondust @vikhtor3767 @joseph89592941 @johnjac47671749 @agupta @sidprabhu @jtht222 @djkgamc @gaylordcapital @bergmilton @paulsaladino7 @energyrealist25 @wanderbuns @crudeoil231 @southernvalue95 @benbajarin @joepompliano @energypeddler @baldingsworld

Top assets mentioned NovaGold Resources Inc. (NG) Peabody Energy Corporation (BTU) Colgate-Palmolive Company (CL) Palantir Technologies Inc. (PLTR) Bitcoin (BTC) Transocean LTD. (RIG) Coursera, Inc. (COUR) Saber (SBR) Viper Energy Partners LP (VNOM) Icon Plc (ICLR) Baker Hughes Co (BKR)

Top Social Posts

Top posts by engagements in the last [--] hours

"@CRUDEOIL231 Damn you went there How was security"
X Link 2026-02-09T14:01Z [----] followers, [----] engagements

"Interesting. Short interest in Energy ETFs $XLE $XOP $OIH all at decade highs. There are actually [--] rugs that could get pulled and its kind of interesting that the smart cynics are sure the oil bulls are the ones in danger and not the oil bears despite shorting of oil/energy being at multiyear high. https://t.co/bfLFGlKZRI There are actually [--] rugs that could get pulled and its kind of interesting that the smart cynics are sure the oil bulls are the ones in danger and not the oil bears despite shorting of oil/energy being at multiyear high. https://t.co/bfLFGlKZRI"
X Link 2025-11-16T16:33Z [----] followers, 21.7K engagements

"Anyone else into the oil royalty plays You can avoid all the drama around hedging acquisitions poorly timed buybacks - plus there's a couple like $SBR and $DMLP that are debt free so you know you'll make it through a cycle. Curious what others think here. $VNOM"
X Link 2025-12-06T20:43Z [----] followers, [----] engagements

"@wtkthecontrari1 $ICLR"
X Link 2026-02-13T16:25Z [----] followers, [---] engagements

"Anyone listen to the $BTU call this morning"
X Link 2026-02-05T18:06Z [----] followers, [----] engagements

"Was Bruce Morelan the only thing holding coal twitter together or is sentiment just down because it's crickets out there today. Anyone listen to the $BTU call this morning Anyone listen to the $BTU call this morning"
X Link 2026-02-05T23:41Z [----] followers, [---] engagements

"I'm not in the recession camp but market technicals aren't great. I'm wondering if it leads to something like [----] like volatility which occurred despite robust economic growth. I'm seeing recession calls. Yet Mag7 is spending 2.1% of GDP on capex and U.S. govt running +6% deficit (expanding in H1). I'm seeing recession calls. Yet Mag7 is spending 2.1% of GDP on capex and U.S. govt running +6% deficit (expanding in H1)"
X Link 2026-02-06T04:50Z [----] followers, [---] engagements

"Checking in on the LNG Glut: Qatar Pushes Start of Its Massive LNG Expansion to End-2026 The project could even slip into [----] one of the people said https://t.co/qNpXmGY9VF Qatar Pushes Start of Its Massive LNG Expansion to End-2026 The project could even slip into [----] one of the people said https://t.co/qNpXmGY9VF"
X Link 2026-02-10T00:06Z [----] followers, [----] engagements

"Milt with Jack is always a must listen 💪 OUT NOW - @BergMilton on: - clear sign of "climax top" in gold & silver - why he expects a precious metals bear market - S&P [---] Bitcoin Software + Korean stocks & more Apple🔊https://t.co/bNqmCOVqMV Spotify📽https://t.co/mnN6Dn02hi 1/3 https://t.co/U3F0Pxojhy OUT NOW - @BergMilton on: - clear sign of "climax top" in gold & silver - why he expects a precious metals bear market - S&P [---] Bitcoin Software + Korean stocks & more Apple🔊https://t.co/bNqmCOVqMV Spotify📽https://t.co/mnN6Dn02hi 1/3 https://t.co/U3F0Pxojhy"
X Link 2026-02-10T21:05Z [----] followers, [---] engagements

"@SteveRattner @Morning_Joe No America is great because of Americans and their cumulative acheivements that have led us to this point. Immigrants want to come to this country because they would never reach the same level of success in their home countries"
X Link 2026-02-13T15:37Z [----] followers, [----] engagements

"🤔 Datacentres now account for 7% of US electricity demand https://t.co/6AojVY5RvB Datacentres now account for 7% of US electricity demand https://t.co/6AojVY5RvB"
X Link 2026-02-14T03:13Z [----] followers, [---] engagements

"@SouthernValue95 $COUR is getting hit because of fears that ai will replace its courses. It's buying a competitor Udemy. Quite cheap with a lot of cash and still growing. Can fund buybacks when acquisition closes"
X Link 2026-02-14T16:21Z [----] followers, [---] engagements

"@hkuppy 80% of the world shares health records over Whatsapp and I find that preferable to the monstrosity of regulations here in the states. These regulations are one of our biggest barriers to healthcare innovation"
X Link 2026-02-14T17:29Z [----] followers, [---] engagements

"@BenBajarin Wasn't that true for on-prem as well Not many companies running Peoplesoft anymore"
X Link 2026-02-14T17:48Z [----] followers, [--] engagements

"From my perspective BESS+Solar makes zero sense from DC's because there are going to be so many days in winter that you need to run on 90% gas that you effectively need to invest for full capex regardless. Bigger impact for BESS+Solar would be to help with peak loads (from AC) during summer. That's where it should go. https://twitter.com/i/web/status/2022761265815523443 https://twitter.com/i/web/status/2022761265815523443"
X Link 2026-02-14T19:54Z [----] followers, [--] engagements

"I've noticed a shift in the $NG natural gas narrative lately. Tell me if you are seeing it too. It used to be "Haynesville would supply the next 15bcf/d of gas for any price higher than $3.50." (And I don't think I'm embellishing with the "$3.50" though I might be.) It's now "There's endless $4 gas in tertiary basins (those outside of Permian Haynesville and Appallachia)". Are the goalposts really moving or am I just an idiot (both can be true.) https://twitter.com/i/web/status/2015542811668738520 https://twitter.com/i/web/status/2015542811668738520"
X Link 2026-01-25T21:50Z [----] followers, [----] engagements

"Lots of jinxing going on. $NG local top here Obviously we'll pull back with the March contract but Feb maybe topped as well"
X Link 2026-01-26T00:02Z [----] followers, [----] engagements

"$BKR going to double gas turbine production over the next year investing $330M in its Italian manufacturing facilities 👀"
X Link 2026-01-26T23:52Z [----] followers, [----] engagements

"$NG down almost 50% today. Sell all your NG things"
X Link 2026-01-28T18:42Z [----] followers, [----] engagements

"$CL Oil did dump and get to the target just barely. That may have been all she wrote. I'd say 60% odds oil $CL dumps soon takes $XOP with it. A 10% correction on $XOP would look right. Same for its producers. Don't know where oil goes but nothing bullish on any timeframe yet. https://t.co/SvEcszYhp9 I'd say 60% odds oil $CL dumps soon takes $XOP with it. A 10% correction on $XOP would look right. Same for its producers. Don't know where oil goes but nothing bullish on any timeframe yet. https://t.co/SvEcszYhp9"
X Link 2026-01-31T16:17Z [----] followers, [----] engagements

"LOL Doomberg nailed the low again 🤣 $CL Oil Crude In this podcast Doomberg said he could see a future where Permian oil is just a byproduct of gas production and he could see LatAm easily bring on 10mbd of new oil production. Time to go long oil $CL In this podcast Doomberg said he could see a future where Permian oil is just a byproduct of gas production and he could see LatAm easily bring on 10mbd of new oil production. Time to go long oil $CL"
X Link 2026-01-31T16:19Z [----] followers, [----] engagements

"$CL Dunno. Seems crude oil bottom is in. Why wouldn't it be Oil: so the last [--] years will have seen: ✔Huge dump of US SPR into market ✔Opec bringing all it's spare capacity to market ✔Prod peak for the marginal producer of last [--] years ✔Demand consistently outperforming estimates ✔Per/ft crude productivity peaking in every US basin Oil: so the last [--] years will have seen: ✔Huge dump of US SPR into market ✔Opec bringing all it's spare capacity to market ✔Prod peak for the marginal producer of last [--] years ✔Demand consistently outperforming estimates ✔Per/ft crude productivity peaking in"
X Link 2026-01-31T16:20Z [----] followers, [----] engagements

"Was this right Crude oil bottomed less than [--] months later. $CL 🛢🛢🛢Oil Glut Thoughts🛢🛢🛢 Normally anything as consensus as the upcoming "Oil glut" would make me immediately want to fade it. However perhaps a bit of patience is required. Stock markets bottom on fear and top on complacency. The bottoms happen quickly because everyone 🛢🛢🛢Oil Glut Thoughts🛢🛢🛢 Normally anything as consensus as the upcoming "Oil glut" would make me immediately want to fade it. However perhaps a bit of patience is required. Stock markets bottom on fear and top on complacency. The bottoms happen quickly"
X Link 2026-01-31T16:22Z [----] followers, [---] engagements

"If crude oil has bottomed I think China SPR buying will be price sensitive and help balance the market - initially - as the glut unwinds. $CL"
X Link 2026-01-31T16:44Z [----] followers, [---] engagements

"West Virginia data center. need to get a bit more info. @PaulSaladino7 Big news today for WV & I would assume Antero. https://t.co/kgTjdltVIX @PaulSaladino7 Big news today for WV & I would assume Antero. https://t.co/kgTjdltVIX"
X Link 2026-02-05T16:04Z [----] followers, [---] engagements

"This might be related. I'm a bit behind to roll all these up with detail so parking it here for now: https://www.datacenterdynamics.com/en/news/pennsylvania-grants-permit-for-15-natural-gas-generators-to-power-ai-data-center-in-clearfield-county/ https://www.datacenterdynamics.com/en/news/pennsylvania-grants-permit-for-15-natural-gas-generators-to-power-ai-data-center-in-clearfield-county/"
X Link 2026-02-05T16:04Z [----] followers, [---] engagements

"Anyone Anyone listen to the $BTU call this morning Anyone listen to the $BTU call this morning"
X Link 2026-02-05T19:52Z [----] followers, [---] engagements

"Seems to me like LLM are to SAAS what SAAS+Mobile were to on-prem+desktops. It's a big change. More than just the move to the cloud. It's still analogous though"
X Link 2026-02-06T04:29Z [----] followers, [---] engagements

"The past few years it's been said that the economy was driven by asset-price fueled consumption. If the economy is now driven by capex then could we get GDP growth without S&P growth Could S&P earnings contract with increased GDP growth All this capex is going to go to GDP. It will affect FCF immediately but only affect earnings over time. https://twitter.com/i/web/status/2019805785237463379 https://twitter.com/i/web/status/2019805785237463379"
X Link 2026-02-06T16:10Z [----] followers, [---] engagements

"Haynesville +7 rigs FML 😭 US oil rigs +1 WoW to [---] US gas rigs + WoW to [---] on 02/06. US oil rigs now -14.7% or [---] rigs vs Apr [--] US gas rigs now +31.3% or +31 rigs vs Apr [--]. Baker Hughes US #Oil & #NatGas rigs. 02/06: [---] [---] 01/30: [---] [---] 01/23: [---] [---] 01/16: [---] [---] 01/09: [---] [---] 12/30: https://t.co/GPnfDm5zZE US oil rigs +1 WoW to [---] US gas rigs + WoW to [---] on 02/06. US oil rigs now -14.7% or [---] rigs vs Apr [--] US gas rigs now +31.3% or +31 rigs vs Apr [--]. Baker Hughes US #Oil & #NatGas rigs. 02/06: [---] [---] 01/30: [---] [---] 01/23: [---] [---] 01/16: [---] [---] 01/09: [---] [---] 12/30:"
X Link 2026-02-06T18:55Z [----] followers, [----] engagements

"@EnergyRealist25 Baker Hughes had Haynesville at +7 rigs this week consistent with the Enverus data. Any idea who added"
X Link 2026-02-06T20:36Z [----] followers, [---] engagements

"@agupta Hardly racist. Some cultures are better than others which is why you are in Boston not Bangalore"
X Link 2026-02-07T03:56Z [----] followers, 25K engagements

"Kid America has been the innovation capital of the world for [---] years and we were most dominant in the world during a fifty year immigration moratorium. America makes immigrants great not the other way around. The fact that you don't understand that reinforces Helen's point"
X Link 2026-02-07T04:39Z [----] followers, 20.6K engagements

"I got World Cup ⚽ tickets for my team and FIFA wants to charge me for every potential playoff game up front 🤔 #FIFAWorldCup"
X Link 2026-02-07T20:26Z [----] followers, [----] engagements

"@sidprabhu Not the unfortunately. $NG bagholders cannot afford those ticket prices"
X Link 2026-02-07T21:48Z [----] followers, [---] engagements

"@JoePompliano not me Im not watching. First one I'll miss. Im not gonna risk exposing my kids to some guy in a dress or watch Kraft's racist ad. Go Seahawks screw Kraft"
X Link 2026-02-08T16:07Z [----] followers, [----] engagements

"@DrewPavlou I'm just trying to figure out who the future belongs to. Some dudes tell me it's Asians others Indians. Now this guy is telling me it's Latinos. All I know is it's not supposed to belong to white people. Can someone figure it out and let me know"
X Link 2026-02-09T03:47Z [----] followers, 27.9K engagements

"My issue is the guy is a bisexual crossdresser who occasionally integrates those two themes into his acts. To each his own but those displays would be very inappropriate for my kids and I didn't trust him or the NFL (hello Janet Jackson wardrobe malfunction) so I chose not to watch the game at all. I wish they could have a family friendly show but maybe those times are past. Also I lived in LatAm last year and generally keep up with LatAm music. Never heard one of his songs. Wife ( who is Latin) never heard of him either. Doesn't mean he isn't popular but I think he might be more US or"
X Link 2026-02-09T04:47Z [----] followers, [---] engagements

"I don't see the confusion. She's talking about the Asian approach to education and how it differs from the traditional American approach: The tiger mom at home the crying at school when they got a B on a math test the mandatory after-school tutoring the eventual cheating on tests etc. These are common esp among Chinese. (I have no Idea about Indians in this area - not sure why they get lumped in with East Asians.) https://twitter.com/i/web/status/2020999844995952804 https://twitter.com/i/web/status/2020999844995952804"
X Link 2026-02-09T23:14Z [----] followers, [--] engagements

"@_Gaurav_Sinha @SuhagAShukla @TexasGOP @GOP You are in India. Probably better to let Americans flesh out their politics on their own"
X Link 2026-02-10T00:37Z [----] followers, [--] engagements

"@Cernovich The rate increases are large due to over investment in renewables and renewable related regulation"
X Link 2026-02-10T03:07Z [----] followers, [---] engagements

"Tony it's insane. There are a ton of people from PRC here. Most speak no English. Many came illegally via Ecuador (I know because my wife had to treat them - for free at the hospitals - they'd get dengue crossing through Panama). Maybe a million PRC in the SGV from our enemy we have no idea who they are and nobody seems to care. https://twitter.com/i/web/status/2021253364131168455 https://twitter.com/i/web/status/2021253364131168455"
X Link 2026-02-10T16:02Z [----] followers, [---] engagements

"@EnergyRealist25 Thanks. Someone said this was Paloma/apex in Haynesville that's run by Citadel. $CNX is app so wouldn't impact Haynesville"
X Link 2026-02-10T16:13Z [----] followers, [--] engagements

"@EnergyPeddler @WAR527 CFO left recently as well. Either sketchy or the board wants to do something that the CFO/CEO aren't on board with. Maybe sale to CVX/XOM"
X Link 2026-02-10T19:13Z [----] followers, [---] engagements

"@jtht222 @BaldingsWorld Jennifer which areas are Taiwanese and which are PRC Arcadia seems PRC. You are saying MP is more taiwanese I see something like falun gong at the park in temple city off Las Tunas pretty often"
X Link 2026-02-11T00:01Z [----] followers, [--] engagements

"I am nuanced Plenty of good trustworthy Russian/Soviet Bloc people would have wanted to get out of the USSR and come to the USA in the 50s/60s. But we would not have let them come like this. Illegally across the border filling whole towns living without any English. We were very very careful with the small number of soviet bloc defectors that made it here and kept a close eye on them. https://twitter.com/i/web/status/2021399165797105810 https://twitter.com/i/web/status/2021399165797105810"
X Link 2026-02-11T01:41Z [----] followers, [--] engagements

"@hyperlambda @BillAckman @houmanhemmati No way women here have gone way downhill. Only a few pockets of good looking women nowadays"
X Link 2026-02-11T13:51Z [----] followers, [--] engagements

"@EnerGeoPolitics @jtht222 @BaldingsWorld Is Taiwanese food any better than Chinese I consider myself pretty adventurous but I survived Beijing on McDonald's and can't ever fill up on Dim Sum"
X Link 2026-02-11T15:23Z [----] followers, [--] engagements

"Most of the replies are $PLTR bulls hating on Burry. 🤔 10000+ words enjoy $PLTR Taken together in the decade before it went public (in late 2020) Palantir rightfully or wrongfully and almost entirely not of its own doing was becoming a household name as an influential secretive company that worked with powerful partners. Few https://t.co/PZ0S1FNroB 10000+ words enjoy $PLTR Taken together in the decade before it went public (in late 2020) Palantir rightfully or wrongfully and almost entirely not of its own doing was becoming a household name as an influential secretive company that worked"
X Link 2026-02-12T15:23Z [----] followers, [---] engagements

"@NVPORTUGAL @luusssso OK great to know I was never sure where the inspiration came from. Obviously it makes sense that Brazil borrowed these from Portugal"
X Link 2026-02-12T16:14Z [----] followers, [--] engagements

"@rleewilson21 On the Passport app Yes. You program your license plate and credit card once and use it over and over. It also saves you money because you can underestimate the length of time you need with no penalty"
X Link 2026-02-12T23:01Z [----] followers, [--] engagements

"Remember how cars/calculators/saas/etc killed the economy"
X Link 2026-02-13T18:16Z [----] followers, [---] engagements

"Shit. Two more Haynesville rigs. US oil rigs [---] WoW to [---] US gas rigs +3 WoW to [---] on 02/13. US oil rigs now -15.3% or [---] rigs vs Apr [--] US gas rigs now +34.3% or +34 rigs vs Apr [--]. Baker Hughes US #Oil & #NatGas rigs. 02/13: [---] [---] 02/06: [---] [---] 01/30: [---] [---] 01/23: [---] [---] 01/16: [---] [---] 01/09: https://t.co/l7hmJIiJs7 US oil rigs [---] WoW to [---] US gas rigs +3 WoW to [---] on 02/13. US oil rigs now -15.3% or [---] rigs vs Apr [--] US gas rigs now +34.3% or +34 rigs vs Apr [--]. Baker Hughes US #Oil & #NatGas rigs. 02/13: [---] [---] 02/06: [---] [---] 01/30: [---] [---] 01/23: [---] [---] 01/16: [---] 122"
X Link 2026-02-13T18:45Z [----] followers, [----] engagements

"I do not have a position nor strong POV but I want to point out it was only a few years ago that $PLTR was universally acknowledged as a services company. They now have a SAAS offering but have not broken out recurring revenue from services. There is probably a reason for that. https://twitter.com/i/web/status/2022389502392844363 https://twitter.com/i/web/status/2022389502392844363"
X Link 2026-02-13T19:16Z [----] followers, [----] engagements

"RT @kenwday: Update on my prediction from Feb [----] that by 1Q26 Waynesville costs would be [----] $/ft. WELL I was wrong. Latest quarter"
X Link 2026-02-14T02:55Z [----] followers, [--] engagements

"Revisiting these. Short interest finally coming down albeit slowly. A long way to go. $XLE $XOP $OIH Interesting. Short interest in Energy ETFs $XLE $XOP $OIH all at decade highs. https://t.co/BwZ0cU9R4V Interesting. Short interest in Energy ETFs $XLE $XOP $OIH all at decade highs. https://t.co/BwZ0cU9R4V"
X Link 2026-02-13T19:01Z [----] followers, [---] engagements

"@firstadopter @BenBajarin That's [--] bcf of gas assuming you can get CC turbines and 40% annual from solar. I dont think thats gonna happen"
X Link 2026-02-14T02:03Z [----] followers, [----] engagements

"@SouthernValue95 $COUR worth looking at. I'm on my phone will share more when on laptop"
X Link 2026-02-14T15:58Z [----] followers, [---] engagements

"It's pretty simple really. It's easy to have cultural affinity to Mexico as an American since we are so exposed to it (and vice versa). It's also a very nice place to vacation due to the variety and the contrast with the USA. With your name and skin tone you'd also fit in. Now gG there and try to do anything non-leisure like buy/register a car lease an apartment conduct business (especially as an employee in a hierarchical organization) and you will see that the cultures are actually very different. Different expectations levels of trust conscientiousness etc. Go to the UK/Ireland and you may"
X Link 2026-02-15T00:18Z [----] followers, [---] engagements

"European LNG prices rising. I have to think that flows through to seaborne thermal soon. Should help $BTU & $WHC.AX"
X Link 2024-11-20T15:44Z [----] followers, [----] engagements

"One thing that bothers me about the $BTU acquisition of Anglo met coal assets is this. Prior to acquisition if I woke up and $BTU $AR $RIG were down 30% I'd know exactly why and I'd know whether to buy or sell on the news. Now with BTU I probably won't know. I don't know the new mines I'm still not clear on expected FCF. The financing isn't nailed down. What was a crisp thesis with a near term catalyst is now murky. I don't know met coal that well except that the coal guys on twitter uniformly like met. Although there's not a huge coal twitter community the fact that all the members of it"
X Link 2024-11-27T12:22Z [----] followers, [----] engagements

"Scott Sheffield (former Pioneer Resources CEO) on CNBC today: "People don't about the fact that we're running out of Inventory" "$50 (oil) isn't going to work" https://www.youtube.com/watchv=JDsAb3Ebo3U&list=WL&index=7&ab_channel=CNBCTelevision https://www.youtube.com/watchv=JDsAb3Ebo3U&list=WL&index=7&ab_channel=CNBCTelevision"
X Link 2025-03-11T21:00Z [----] followers, 19.9K engagements

"I remember hearing this about $xom $pxd. incredibly funny to see someone make a comment that Exxon is making fracking way more efficient go talk to pioneer engineers and they cannot believe how inefficient and costly Exxon's D&C program is incredibly funny to see someone make a comment that Exxon is making fracking way more efficient go talk to pioneer engineers and they cannot believe how inefficient and costly Exxon's D&C program is"
X Link 2025-10-19T23:16Z [----] followers, [----] engagements

"$MNR - if I didn't already have too much $NG exposure I would definitely be looking at Mach. (Public) Mach Natural Resources Enters The Buy Zone $MNR By: @Jon_Costello_ https://t.co/w1ypbHacO7 https://t.co/SdBysHy030 (Public) Mach Natural Resources Enters The Buy Zone $MNR By: @Jon_Costello_ https://t.co/w1ypbHacO7 https://t.co/SdBysHy030"
X Link 2025-11-13T04:02Z [----] followers, [----] engagements

"Latest BofA survey: Energy hit rock bottom. but at least it quit digging. $XLE $XOP $OIH"
X Link 2025-11-18T21:03Z [----] followers, [----] engagements

"@TeddyGambino Isn't Chord already there Why wouldn't they be a buyer"
X Link 2025-12-15T20:49Z [----] followers, [---] engagements

"Anyone know where to get a transcript from $AR's call after the HG acquisition There's nothing on their website and Seeking Alpha has the transcript from $INR 's leadership (Buying AR's utica assets) not Antero's leadership"
X Link 2025-12-21T17:13Z [----] followers, [----] engagements

"👀 This is Saturday morning's forecast and Feb $NG was a half cent away from a $2 handle this week"
X Link 2026-01-17T16:08Z [----] followers, [----] engagements

"They aren't seig heiling. At least Fuentes isn't. That is just stupid ways people "dance" at clubs. Personally I will be disappointed if my kids listen to American hip hop at all. I'm increasingly convinced all these rappers are gay/bi. You ever see photos or video of tupac from his juilliard days https://twitter.com/i/web/status/2012938547578515603 https://twitter.com/i/web/status/2012938547578515603"
X Link 2026-01-18T17:22Z [----] followers, [---] engagements

"The EU picked a hell of a winter to reduce gas inventory requirements"
X Link 2026-01-18T18:14Z [----] followers, [----] engagements

"It's interesting that every 25% $NG spike has preceded a cyclical bull. Natural Gas is up +27% today one of the largest 1-day spikes in history Similar historical spikes saw Natural Gas lower each time [--] days later https://t.co/PWHlxMP2vR Natural Gas is up +27% today one of the largest 1-day spikes in history Similar historical spikes saw Natural Gas lower each time [--] days later https://t.co/PWHlxMP2vR"
X Link 2026-01-20T15:57Z [----] followers, 13.3K engagements

"@TotemMacro Our founders and forefathers would not have bothered with deportation. They would have publicly executed the first illegal foreigner that committed rape or murder (just like they did to the Indians on many occasions.)"
X Link 2026-01-25T16:40Z [----] followers, [---] engagements

"@LemusRaza That's funny and true. Last time I heard the "N" bomb in public it was a couple of Chicanos in San Antonio making fun of Katrina refugees"
X Link 2026-01-26T23:42Z [----] followers, [----] engagements

"@RyanGirdusky You think Dems will run a census where this happens They will cheat"
X Link 2026-01-27T18:11Z [----] followers, [---] engagements

"$CL DGAF about Venezuela. Alt title: If I tweet enough bullish oil charts can I make the price go down and get deals on some oil stocks"
X Link 2026-01-27T20:12Z [----] followers, [---] engagements

"@nnnnicholas @uncertainvector It's 100% happened to me on an iPhone / MacBook stack"
X Link 2026-01-28T04:42Z [----] followers, [--] engagements

"@BowTiedPassport Are any of those towns worth visiting for reasons other than the fair chicas I spent a lot of time in GDL and PV but never made it to los altos. Was always curious"
X Link 2026-01-28T05:02Z [----] followers, [----] engagements

"@Zaoist4 I think the Armenians do a lot of fraud but they are not where I'd start here in LA or CA in general. Besides they are nice people that have a good reason for immigrating here. Glendale is nice too it's not a dump like so many other cities. No reason to go after them"
X Link 2026-01-28T15:49Z [----] followers, [----] engagements

"@KTLA Now I know where to hide my bodies and murder weapons"
X Link 2026-01-29T04:10Z [----] followers, [---] engagements

"@JeremiahDJohns People vote Democrat because they can still live that way there. Remember how Martha's Vineyard shipped out all of the Florida illegals less than [--] hours after they arrived That's what MAGA wants"
X Link 2026-01-29T16:27Z [----] followers, [---] engagements

"@calvinfroedge He was involved in tax evasion (and related shenanigans like helping hide assets from the spouses of clients) and supplied intel to CIA/Mossad which allowed him to operate and further explore his deviancies without repercussions"
X Link 2026-01-30T17:30Z [----] followers, [----] engagements

"@peterschweizer Holy crap you are right"
X Link 2026-02-02T16:08Z [----] followers, 12.4K engagements

"@UnintendedCons5 Diamond Princess was the cleanest data set. One review of that adjust for demographics and picture was pretty clear"
X Link 2026-02-02T17:55Z [----] followers, [---] engagements

"Moar gas turbine manufacturing capacity. This time from Siemens. More support for the bullish demand call for #NatGas in the US is Siemens $1b investment to scale up its U.S. production for grid and gas turbine equipment to support strong growth in the U.S. market. Reality is that they have huge backlog of orders for gas turines. 👇are https://t.co/Ba00uNXMPO More support for the bullish demand call for #NatGas in the US is Siemens $1b investment to scale up its U.S. production for grid and gas turbine equipment to support strong growth in the U.S. market. Reality is that they have huge"
X Link 2026-02-03T18:20Z [----] followers, [----] engagements

"If anyone could vibe-code a CRM it would be OpenAI. Meanwhile they are hiring Salesforce admins $CRM 🤔"
X Link 2026-02-04T18:10Z [----] followers, [---] engagements

"@grok @micsolana @devorydarkins Where is pajaro valley"
X Link 2026-02-05T17:40Z [----] followers, [--] engagements

"@hoo_andrew @Zvi64746099 @nevernotjack @TafkaTrap @liel And many would argue the Jews have run a mass campaign to kill the Gazans. I don't agree with that but I've seen enough hate from the Pro-Israel crowd that I'm happy to support US neutrality on that issue from here on out"
X Link 2026-02-05T22:35Z [----] followers, [--] engagements

"@micha_rinaldi Mudate a Haiti entonces"
X Link 2026-02-06T05:07Z [----] followers, [---] engagements

"@wanderbuns I'm not sure. I am going to keep an eye out. I can't imagine Japanese adding rigs like this. Can you"
X Link 2026-02-06T19:41Z [----] followers, [--] engagements

"@wanderbuns @EKing58294 Would January rigs in HV impact summer I thought lead times for the pads were 10-12 months nowadays"
X Link 2026-02-06T20:00Z [----] followers, [--] engagements

"@MScottS1969 @KeenanPeachy Downtown San Diego is straight up scary"
X Link 2026-02-06T23:18Z [----] followers, [---] engagements

"@MScottS1969 @KeenanPeachy I remember I was visiting one of the offices downtown before Covid and was pretty shocked. San Diego used to be the jewel of Southern California"
X Link 2026-02-07T00:49Z [----] followers, [--] engagements

"@AcdKiran @djkgamc @agupta Not at all. America was great before the latest wave of immigration. If anything our stature has gone down as immigration has increased. Meanwhile if all those immigrants stayed home their home countries wouldn't look much different"
X Link 2026-02-07T05:17Z [----] followers, [----] engagements

"@Crypto_Georgist @BasedTorba @djkgamc @agupta Not any white culture. We came from a specific culture"
X Link 2026-02-07T17:24Z [----] followers, [---] engagements

"@wanderbuns @Tigerspeck001 From what I remember as soon as Citadel bought paloma/apex they ramped to [--] rigs. Is that right So [--] -- [--] rigs"
X Link 2026-02-07T19:59Z [----] followers, [--] engagements

"No I'm not trying to establish that people "like me" won. I'm trying to establish that not all cultures are equal which is why we need to protect our culture and make sure immigrants not only respect it but assimilate into it. You apparently can't see this as anything other than personal tribal and racial. Probably because of your culture"
X Link 2026-02-08T15:06Z [----] followers, [--] engagements

"@AcdKiran @JohnProctor1776 @ianmoone911 @djkgamc @agupta BTW - your feed is 100% about India. Not sure where you live or work but your mind is in Bangalore (not a pejorative - that's the city you are tweeting about the most)"
X Link 2026-02-08T15:12Z [----] followers, [--] engagements

"@FightWithMemes I wonder if Woody voted for Mamdani"
X Link 2026-02-08T15:43Z [----] followers, [--] engagements

"@investandcreate @JoePompliano im probably older than you think and I dont remember that much controversy regarding Princes performance but I think people were all a bit concerned about after the Janet Jackson "wardrobe malfunction" and rightly so"
X Link 2026-02-08T17:06Z [----] followers, [---] engagements

"@sidprabhu Well if I can be honest I'm also hoping that being conversant in Soccer. err. futbol can help me and my family pass as brown when the purge comes. https://x.com/EndWokeness/status/2020327211648324001s=20 Rep. Gene Wu (D) goes mask off: "Non-whites share the same oppressor and we are the majority now. We can take over this country." https://t.co/CrxsPqlkLI https://x.com/EndWokeness/status/2020327211648324001s=20 Rep. Gene Wu (D) goes mask off: "Non-whites share the same oppressor and we are the majority now. We can take over this country." https://t.co/CrxsPqlkLI"
X Link 2026-02-08T22:19Z [----] followers, [--] engagements

"Coal $BTU $WHC.AX 👉 China saw power generation increase 6% yoy to [-----] billion kilowatt-hours (kWh) in September 👉 Share of thermal generation (Coal/Gas) rose 8.9% https://www.reuters.com/business/energy/chinas-appetite-thermal-coal-driving-up-imports-prices-russell-2024-10-24/ https://www.reuters.com/business/energy/chinas-appetite-thermal-coal-driving-up-imports-prices-russell-2024-10-24/"
X Link 2024-10-24T13:22Z [----] followers, [---] engagements

"Thread on Data Center $NG power generation I'm going to use this thread to save the anecdotal data center power gen and/or gas supply announcements I see"
X Link 2025-07-17T11:40Z [----] followers, 17K engagements

"People might be wondering why I'm not posting much about $NG during the run-up to this cold front. It's because I'm not a JINX-AHOLIC like so many other people on this site. To paraphrase the great Sydney Sweeney when it's Jinx-proof you'll hear from me"
X Link 2026-01-25T18:01Z [----] followers, [----] engagements

"@TeddyGambino Not looking good Teddy. Those candle wicks are 😬"
X Link 2026-02-03T17:41Z [----] followers, [--] engagements

"Great chart on buybacks 💪 @comfyleverage Yes.even if total buybacks contract which I do not expect it is not a deathblow to the bull necessarily https://t.co/tS8TZSmFEv @comfyleverage Yes.even if total buybacks contract which I do not expect it is not a deathblow to the bull necessarily https://t.co/tS8TZSmFEv"
X Link 2026-02-16T17:33Z [----] followers, [---] engagements

"@comfyleverage Yes.even if total buybacks contract which I do not expect it is not a deathblow to the bull necessarily"
X Link 2026-02-15T18:50Z 65.1K followers, 19K engagements

"Datacentres now account for 7% of US electricity demand"
X Link 2026-02-12T17:07Z [----] followers, 736.1K engagements

"Update on my prediction from Feb [----] that by 1Q26 Waynesville costs would be [----] $/ft. WELL I was wrong. Latest quarter at [----] $/ft. https://t.co/X1lkHZGXFG Update to the Feb [----] prediction of Western Haynesville costs [----] $/ft by 1Q26. Not sure if Comstock is going to get there. Decline in costs flattening more at [----] $/ft. https://t.co/dkdaGL82Rc https://t.co/X1lkHZGXFG Update to the Feb [----] prediction of Western Haynesville costs [----] $/ft by 1Q26. Not sure if Comstock is going to get there. Decline in costs flattening more at [----] $/ft. https://t.co/dkdaGL82Rc"
X Link 2026-02-13T21:55Z [----] followers, [----] engagements

"Update to the Feb [----] prediction of Western Haynesville costs [----] $/ft by 1Q26. Not sure if Comstock is going to get there. Decline in costs flattening more at [----] $/ft. https://x.com/kenwday/status/1892000841944445285 https://x.com/kenwday/status/1892000841944445285"
X Link 2025-08-05T15:11Z [----] followers, 13.8K engagements

"US oil rigs [---] WoW to [---] US gas rigs +3 WoW to [---] on 02/13. US oil rigs now -15.3% or [---] rigs vs Apr [--] US gas rigs now +34.3% or +34 rigs vs Apr [--]. Baker Hughes US #Oil & #NatGas rigs. 02/13: [---] [---] 02/06: [---] [---] 01/30: [---] [---] 01/23: [---] [---] 01/16: [---] [---] 01/09: [---] [---] 12/30: [---] [---] (Tues due to New Year) 12/23: [---] [---] (Tues due to Xmas week) 12/19: [---] [---] 12/12: [---] [---] 12/05: [---] [---] 11/26: [---] [---] Wed due to Thanksgiving week 11/21: [---] [---] 11/14: [---] [---] 11/07: [---] [---] 10/31: [---] [---] 10/24: [---] [---] 10/17: [---] [---] 10/10: [---] [---] 10/03: [---] [---] 09/26: [---] [---] 09/19: [---] 118"
X Link 2026-02-13T18:05Z 14.7K followers, [----] engagements

"Remember how cars/calculators/saas/etc killed the economy"
X Link 2026-02-13T18:16Z [----] followers, [---] engagements

"When ATMs were introduced the fear was that tellers would lose their jobs. Instead lower costs enabled more branch openings and greater access to bank services. Tellers simultaneously upskilled and sold more high margin products. Good luck convincing anyone with sentiment on AI-disruption at karaoke-levels here. *Or as quoted in the article Category [--] paranoia. https://twitter.com/i/web/status/2022265258006446486 https://twitter.com/i/web/status/2022265258006446486"
X Link 2026-02-13T11:03Z 188.4K followers, 25.3K engagements

"10000+ words enjoy $PLTR Taken together in the decade before it went public (in late 2020) Palantir rightfully or wrongfully and almost entirely not of its own doing was becoming a household name as an influential secretive company that worked with powerful partners. Few knew how much money it was losing. A DPO by Any Other Name Then in the summer of [----] Palantir filed a Form S-1 prospectus and we knew. Palantir had lost $3.96 billion in its history as of June [--] [----] according to the IPO filing. In [----] and [----] the two years directly before the IPO the company lost a combined $1.2 billion."
X Link 2026-02-12T13:15Z 1.7M followers, 1.3M engagements

"OUT NOW - @BergMilton on: - clear sign of "climax top" in gold & silver - why he expects a precious metals bear market - S&P [---] Bitcoin Software + Korean stocks & more 1/3 http://shorturl.at/w5zFi http://shorturl.at/NA513 http://shorturl.at/w5zFi http://shorturl.at/NA513"
X Link 2026-02-10T18:46Z 84.6K followers, 20K engagements

"Qatar Pushes Start of Its Massive LNG Expansion to End-2026 The project could even slip into [----] one of the people said https://www.bloomberg.com/news/articles/2026-02-09/qatar-pushes-start-of-its-massive-lng-expansion-to-end-2026 https://www.bloomberg.com/news/articles/2026-02-09/qatar-pushes-start-of-its-massive-lng-expansion-to-end-2026"
X Link 2026-02-09T22:53Z [----] followers, [----] engagements

"$RIG to acquire $VAL in all-stock transaction. Wow. I believe RIG is the most price-disciplined offshore driller; acquiring a less disciplined contract driller is positive for dayrates. VAL's 7G's a good fit for RIG. Question will be what RIG wants to do w/ the jackup rigs"
X Link 2026-02-09T13:23Z 13.7K followers, 39.2K engagements

"$RIG talking up jack-ups definitely wasn't on my bingo card though - and that seems to be pushing up $BORR too. Ironically when Transocean exited jack-ups in [----] it sold its fleet to. Borr 🤷♂"
X Link 2026-02-09T19:42Z [----] followers, [----] engagements

"I got World Cup ⚽ tickets for my team and FIFA wants to charge me for every potential playoff game up front 🤔 #FIFAWorldCup"
X Link 2026-02-07T20:26Z [----] followers, [----] engagements

"US oil rigs +1 WoW to [---] US gas rigs + WoW to [---] on 02/06. US oil rigs now -14.7% or [---] rigs vs Apr [--] US gas rigs now +31.3% or +31 rigs vs Apr [--]. Baker Hughes US #Oil & #NatGas rigs. 02/06: [---] [---] 01/30: [---] [---] 01/23: [---] [---] 01/16: [---] [---] 01/09: [---] [---] 12/30: [---] [---] (Tues due to New Year) 12/23: [---] [---] (Tues due to Xmas week) 12/19: [---] [---] 12/12: [---] [---] 12/05: [---] [---] 11/26: [---] [---] Wed due to Thanksgiving week 11/21: [---] [---] 11/14: [---] [---] 11/07: [---] [---] 10/31: [---] [---] 10/24: [---] [---] 10/17: [---] [---] 10/10: [---] [---] 10/03: [---] [---] 09/26: [---] [---] 09/19: [---] [---] 09/12: [---] 118"
X Link 2026-02-06T18:09Z 14.7K followers, [----] engagements

"I'm seeing recession calls. Yet Mag7 is spending 2.1% of GDP on capex and U.S. govt running +6% deficit (expanding in H1)"
X Link 2026-02-06T01:26Z 65.1K followers, 265K engagements

"Anyone listen to the $BTU call this morning"
X Link 2026-02-05T18:06Z [----] followers, [----] engagements

"Anyone Anyone listen to the $BTU call this morning Anyone listen to the $BTU call this morning"
X Link 2026-02-05T19:52Z [----] followers, [---] engagements

"@PaulSaladino7 Big news today for WV & I would assume Antero. https://www.herald-dispatch.com/business/fidelis-ready-to-proceed-on-mason-county-data-center-site/article_4805f6f2-2727-4095-b1f7-5590a422e369.html https://www.herald-dispatch.com/business/fidelis-ready-to-proceed-on-mason-county-data-center-site/article_4805f6f2-2727-4095-b1f7-5590a422e369.html"
X Link 2026-01-29T19:12Z [---] followers, [----] engagements

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