@ProvenReserves Avatar @ProvenReserves ProvenReserves

ProvenReserves posts on X about $pbr, $tsla, $pbra, tesla the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

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Social Influence

Social category influence stocks finance countries cryptocurrencies automotive brands technology brands travel destinations celebrities currencies social networks

Social topic influence $pbr #24, $tsla, $pbra #93, tesla, money, israel, in the, dividend, china, $tm

Top accounts mentioned or mentioned by @staffpro11 @investinong @freshjiva @factschaser @energybants @gerrardcostanz1 @homerknowhere @minarchis1 @bradmunchen @mynameisl69 @nirvana12319 @simonahac @eyakoby @tomas_lamy @claydmontgomery @philoinvestor @blsgov @uraniumsteve @urcakedaddy @mbledsoe991

Top assets mentioned PolkaBridge (PBR) Tesla, Inc. (TSLA) Petroleo Brasileiro S.A.-Petrobras (PBR.A) Toyota Motor Corporation (TM) ADAMANT Messenger (ADM) NVIDIA Corp. (NVDA) First Solar, Inc. (FSLR) Transocean LTD. (RIG) Ecopetrol S.A (EC) RH (RH) Stacks (STX) Cleveland-Cliffs, Inc. (CLF) Stellantis N.V. (STLA) Advanced Micro Devices (AMD) Exxon Mobil (XOM) Boeing Co (BA) Bitcoin (BTC) Honda Motor Co., Ltd. (HMC) VALE S.A. (VALE)

Top Social Posts

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

"Headline - $MU rallies 6% on the worst quarter in the history of the company. Management guides down the next quarter to be equally as bad"
X Link 2023-03-29T13:58Z [----] followers, [----] engagements

"Brazil inflation numbers came in below expectation. So that is likely the reason Brazil is rallying today. $PBR $PBR.A $EWZ $VALE $GGB"
X Link 2023-04-11T13:31Z [----] followers, [----] engagements

"Brazil is on ffffffiiiiiiiire. $EWZ $BRZU $PBR"
X Link 2023-04-12T12:47Z [----] followers, [----] engagements

"So I am pretty sure that $RIVN issued [-----] billion in a convertible note in first quarter to make it look like their cash burn was not materially worse YoY. LOL what a clown show"
X Link 2023-05-09T20:42Z [----] followers, [----] engagements

"The worst is over for $PBR. The fear that PBR would be force to set a loss leader price is over. PBR will set prices to maintain profitability. Alternative cost = imported fuel cost"
X Link 2023-05-16T13:51Z [----] followers, [----] engagements

"JUST TODAY - gains in price equal to: $NFLX - over [--] years of earnings. $NVDA - over [--] years of earnings. $AMD - over [--] years of earnings. Tick tock tick tock"
X Link 2023-05-18T17:52Z [----] followers, [--] engagements

"I want to put this in some perspective by comparing them to businesses that make a lot more money. $NFLX with $NUE - up [-----] in one day. (+55%) $NVDA with $UPS - up [-----] in one day. (+51%) $AMD with $XOM - up [------] in one day. (+169%)"
X Link 2023-05-18T18:25Z [----] followers, [--] engagements

"Take a look at your portfolio. Imagine you could never sell those shares and your only returns would come from your claim to the cash flows from that enterprise (the definition of equity). Understanding that are you comfortable holding what you own Its a sad truth but the stock market can be a casino it can also be a place were prudent investors build wealth but thats up to you"
X Link 2023-05-20T03:36Z [----] followers, [----] engagements

"The future of capitalism was not second life [---]. The future of capitalism is also not a chat bot. That said the future of capitalism being a casino where a self-destructive capital vaporizing lemming train runs off a cliff to ruin - well that remains to be determined"
X Link 2023-06-28T09:10Z [----] followers, [---] engagements

"LAST Year - $NVDA missed their guidance for 2nd quarter revenue by [---] billion dollars. But hey - maybe they will have [--] billion in rev next quarter. If you are long NVDA - via calls or the stock - look around you're not in the casino anymore you're in an insane asylum"
X Link 2023-05-25T22:07Z [----] followers, [--] engagements

"@DreadyBear Yes. While WDC has had two bad quarters their balance sheet is much better. I believe STX is going to be out of cash here before the end of the year - chapter 11"
X Link 2023-05-25T22:16Z [--] followers, [--] engagements

"@UvaFax From PBR's IR website"
X Link 2023-05-26T18:06Z [----] followers, [---] engagements

"This rally in $PBR is just getting started folks. EDIT - to be clear $PBR has rallied like this before several times last year in fact - but I think we are going to punch through [--] this time. I am therefore raising my year end expected price to $18 from $16 dollars"
X Link 2023-06-21T20:50Z [----] followers, [----] engagements

"Record levels of refining capacity utilization and production from Petrobras. $PBR"
X Link 2023-07-12T01:11Z [----] followers, [--] engagements

"The market loves making shorts look like fools and I feel a bit foolish lol. I do however wish to apologize to anyone who followed me into the more shorter dated puts. My conviction remains unchanged: 1+1=2 and fundamentals matter. $STX is going down but shorting requires"
X Link 2023-07-27T17:04Z [----] followers, [--] engagements

"Coffee futures are ticking back up from the July lows but this is about Lavazza Super Crema. I love my Italian coffee and this is no exception. Strong but also exceptionally smooth and is very inoffensive. Its also not very fussy at all: it doesnt take much work to get a good"
X Link 2023-08-02T17:36Z [----] followers, [----] engagements

"#Petrobras $PBR.A #PETR4 $PBR #PETR3 Not sure why earnings have not yet been released. We usually have them by now"
X Link 2023-08-03T22:52Z [----] followers, [----] engagements

"What a crap offer from $CLF for $X - HELL NO. $X is worth [--] dollars a share is the starting point. [--] dollars [--] times trailing earnings is an insult to shareholders. I would use forward but the street is operating under the idea that $X is about to roll over and die. Beyond"
X Link 2023-08-13T22:21Z [----] followers, [--] engagements

"The major test of fuel pricing policy has come and I am pleased to say that once again #Petrobras has passed. $PBR $PBR.A #PETR4 #PETR3"
X Link 2023-08-15T12:40Z [----] followers, [----] engagements

"Excellent news This could mean that #Petrobras has satisfied the requirements for exploratory drilling in the equatorial margin. $PBR $PBR.A #PETR3 #PETR4"
X Link 2023-08-23T14:40Z [----] followers, [----] engagements

"@ClayDMontgomery @mavica116 @Notluckcanuck Not only that but they want to keep this a secret for now. The tails assay will inform pricing but Silex may not want that information public"
X Link 2023-08-25T23:34Z [----] followers, [---] engagements

"@phi_ci Impacts from the debris from the twin towers that started fires that burned for hours due to an insufficient fire suppression system with several oversights in its design. 🤷🏻♂"
X Link 2023-09-11T05:39Z [----] followers, [---] engagements

"Welllll. Coat number [--]. hopefully some of these bubbles collapse by tomorrow morning"
X Link 2023-09-12T22:49Z [----] followers, [---] engagements

"@InvestInOnG How about this. it only applies to new projects and you get your mine approved in [--] months if you agree to a 4% royalty. And the royalty is tax deductible. I think we could have a fair bargain there"
X Link 2023-09-14T05:30Z [----] followers, [---] engagements

"@philoinvestor Long term yes. But this presents some downside risk that is going to require some price discovery"
X Link 2023-09-17T01:39Z [----] followers, [--] engagements

"Uranium Equities - Fall [----] from the Proven Reserves Desk for Panoptic Perception Pertaining to Prognostication on the Paucity of Uranium"
X Link 2023-09-29T19:50Z [----] followers, [----] engagements

"If you are in any measure surprised by utilities selling off you have been not paying attention. This has been a long time coming and this sell off is just getting started. $XLU $D $DUK"
X Link 2023-10-02T21:07Z [----] followers, [----] engagements

"Bibi is going to level Gaza"
X Link 2023-10-07T10:03Z [----] followers, [----] engagements

"@Jhadj_theos Yes. But in terms of the scale of the response this is going to be ugly. They are not going to hold back and nor should they"
X Link 2023-10-07T10:09Z [----] followers, [---] engagements

"@benjaminwfelix Give me the definition of equity please"
X Link 2023-10-07T12:20Z [----] followers, [---] engagements

"Amazing. and utterly asinine. If you only trade as a day trader I can see how the dividend irrelevance theory speaks to you but lets clear up somethings . One a dividend is not free money. It is a return of capital generated from the operations of the going concern to the holders its equity. It is literally structurally legally the framework of how a return is made on an investment. But the stock price goes down Yes you are taking money off the balance sheet and reducing equity. ergo equity goes down and so does the price. But equity will go back up as profits from operations are generated."
X Link 2023-10-07T13:13Z [----] followers, 17K engagements

"Uhh - where to begin. Dividends are not handicapping total return they are the return. A dividend is the purpose of holding equity - it is a distribution of the capital that is generated from the going concern in excess of maintenance capex and/or expansion requirements. This is "theory vs reality". Equity is claim on the future cash flows the enterprise. If other investors think capital is better allocated elsewhere they can sell. You however remain bullish and can use your dividend to buy more shares. Far from "not giving you anything special" we call that compounding. One day when you just"
X Link 2023-10-07T18:23Z [----] followers, [---] engagements

"That is about as precise of a strike as you can have with minimal damage to surrounding buildings. The anti-Israel propaganda says a lot of nonsense the reality is that Israel does what it can to minimize civilian causalities even when Hamas uses them as human shields"
X Link 2023-10-07T19:18Z [----] followers, [----] engagements

"Dividend irrelevance theory seems to posit that dividends do not determine or even partially inform the value of the equity on secondary markets. I believes this is a pretty courageous position that presumes investors dont care about current and potential returns on investments. Lets take a real world example that runs counter DIt: what happens when a dividend is cut or suspended In nearly all instances the price of the equity drops pretty significantly. That is pretty strong evidence that dividends significantly inform the price of the equity and ergo the expect return on investment. If the"
X Link 2023-10-08T19:34Z [----] followers, [--] engagements

"Well shareholder yield is without a doubt a factor in determining price. This could be buybacks or dividends. The problem with Dividend Irrelevance Theory is that it paints the entire secondary market with a board brush. It needs to be more narrowly applied: dividends are perhaps irrelevant in certain equities where investors are primarily invested for aggressive expansion or so called growth stocks. Those stocks are primarily valued on sustained and projected future revenue expansion. But if $MMM suspended their dividend that stock would be [--] dollars by the end of the month"
X Link 2023-10-09T02:11Z [----] followers, [--] engagements

"@MugsLuck Yep. $RIG is VERY VERY speculative. I think the market needs to understand that Transocean is not really an investment but a call option on major investments in offshore happening beyond Brazil and Guyana. Is that call option worth [--] dollars a share. I don't think so"
X Link 2023-10-26T14:42Z [----] followers, [----] engagements

"LFG Check out that export YoY growth. Petrobras is firing on all cylinders $PBR"
X Link 2023-10-27T12:04Z [----] followers, [----] engagements

"Im a reaffirming my year-end price target for Petrobras common at [--] dollars. $pbr $pbr.a"
X Link 2023-10-27T12:08Z [----] followers, [----] engagements

"This is not bullish for $STX. Its a sign of the times and the sign is that hard drives are dying. STX will rally today regardless lol"
X Link 2023-10-30T13:17Z [----] followers, [---] engagements

"Sure. To begin it would not be accurate to say that there is no debt maturing until Nov 2025: current principal payments that are due within one year stand at $320 million. While cash flow from operations is positive it is down significantly year over year: [--] million YTD is not a lot nor does it cover YTD capex costs of [---] million. Please Note: A lot of that operating cash flow is depreciation: [---] million YTD. There is quote out there from Warren Buffett about how wise it is to ignore depreciation. On the operating income front - There are two areas really hurting $RIG at the moment: 1)"
X Link 2023-10-31T14:52Z [----] followers, [----] engagements

"$ROKU - up 17% afterhours after reporting the worse quarterly loss (-2.33 EPS) in over [--] years. Figure it out"
X Link 2023-11-01T22:36Z [----] followers, [----] engagements

"I remain astonished at the strength of $AAPL - It's a nice company and a good operation but for anyone who is still holding it - WHY [--] quarters of declining YoY revenue with a dividend yield of [--] basis points and this equity STILL has a bid - WHY In an environment where the risk free rate would return [--] times that. WHY"
X Link 2023-11-02T21:16Z [----] followers, [----] engagements

"PSA - I have no plans to sell $PBR or $EC at this time. This isn't even something that is being considered"
X Link 2023-11-03T21:48Z [----] followers, [----] engagements

"@CB30A1 You are welcome to take that bet but I don't see how a very polarizing truck that is going to cost 70k they will be lucky if they sell 50k in year [--] is going to do that. It's going to be a MASSIVE sales disappointment"
X Link 2023-11-03T22:08Z [----] followers, [---] engagements

"This is a potential disaster in the making. Equity investments in ESG are generally speaking wildly overvalued and dont actually return much in the way of cash flow. An ESG investment comes in two flavors - a parasite that promises to reduce a marginal amount of CO2 but its ultimately just feeding off a larger cash flowing host. This is something like corn ethanol or renewable diesel. Your second flavor is some wildly expensive renewable energy project that has to be replaced in [--] years and barely makes any money. What are they planning on doing Buying $ENPH Heh. Vaya con Dios"
X Link 2023-11-04T19:47Z [----] followers, [----] engagements

"@IainJamie @1MainCapital Hmmmmm mmmmmm"
X Link 2023-11-05T16:08Z [----] followers, [--] engagements

"And someone leaked the results. they are reported as the 4th quarter results on the investor relations site. #Petrobras $PBR.A #PETR4 $PBR #PETR3 Anyway [--] cent total dividend for ADR shares for the third quarter. To be paid in feb and March of next year in [--] cent installments. Slightly top and bottom line miss I believe but the dividend is well within expectation"
X Link 2023-11-10T00:22Z [----] followers, [----] engagements

"Also. $PBR - at 21.8% net margin for the 3rd quarter [----] - Petrobras is once again the most profitable integrated oil major. And the cheapest too. And the one with the line to the most material production growth"
X Link 2023-11-10T03:10Z [----] followers, 17.6K engagements

"Far be it from me to make accusations of manipulation. I do not do that without evidence. That said I am immensely curious how a key factor in the Core Services excluding food and energy category has somehow found deflation. in HEALTHCARE. Generally healthcare might be flat but it doesn't go down. EVER. So yes I have some questions about how the @BLS_gov is calculating health insurance and health care costs"
X Link 2023-11-14T21:44Z [----] followers, [----] engagements

"It's been a good month. on top of a good year. 😏"
X Link 2023-11-14T22:23Z [----] followers, [----] engagements

"Has market lost all it's faculties $GPS is up 30% today: on a quarter of YoY declines in revenue AND projecting another quarter of YoY declines in revenue (the 4th straight 4th QT decline YoY in a row as little as it matters). As it current stands GPS is trading at a [---] TTM P/E. This is a multiple that exceeds it's everything bubble high as well as it's prior November [----] multiple of [--] TTM - market seems to be under the assumption that this will improve. without a sell off - mmmmk. Well that has happened once on a scale of about 20%. This was October of [----] and it was kicked off by a"
X Link 2023-11-17T16:07Z [----] followers, [---] engagements

"@UraniumSteve I did. And Im just reiterating my position on this. (Backed by [---] +hours of research and demand modeling)"
X Link 2023-11-22T03:05Z [----] followers, 12.2K engagements

"@UrCakeDaddy @UraniumSteve Im not in charge of your money lol. But I can just tell you that the underlying conditions do not support the current markets assumptions"
X Link 2023-11-22T03:19Z [----] followers, [----] engagements

"@mbledsoe991 Uranium equities are priced with the assumption that the term price of 250+ dollars. No utilities have reported any issues with supply stress. China has more inventory than you think. Take whatever number you think they have and triple it"
X Link 2023-11-22T04:48Z [----] followers, [----] engagements

"There are just less spot pounds available currently driven by speculation trusts buying BHP selling less pounds last quarter more buying from non-Russian sources. Spot is ultimately a small slice of a market that is by and large term. But these are just the bid ask on pounds that UxC is aware of. we dont even know the volume of trading either"
X Link 2023-11-22T10:19Z [----] followers, [---] engagements

"Nothing runs like a $DE - into the headlights apparently"
X Link 2023-11-22T15:04Z [----] followers, [----] engagements

"It's just overpriced at [--] dollars. In my view I consider RIG less of a investment but rather a call option for a material recovery in offshore drilling. $RIG has the most torque and IMO the only one worth even having a position in but they are still burning cash and ergo are not out of the woods yet. Cash flow needs to increase materially over the next [--] months to avoid seriously dilution. The longer it takes to get to cash flow break even the more speculative and risky holding RIG becomes. I wasn't impressed enough with the last quarter enough to reverse my call here as well. PLEASE NOTE: I"
X Link 2023-11-22T15:34Z [----] followers, [---] engagements

"@Beachdudeca Up [---] basis points on my $NCLH today"
X Link 2023-11-22T15:41Z [----] followers, [---] engagements

"@PraiseKek @ChaeYunChong @patrickadownes @mbledsoe991 @ClayDMontgomery NXE is priced to [---] USD - dollar per pound term revenue. Checked on my cash flow model and that is what I got out"
X Link 2023-11-22T21:25Z [----] followers, [---] engagements

"I do a little bit more work than that lol. Keep in mind their rather. courageous figures for capex and operating costs were done before our little great inflation episode. And this is NXE we are talking about their management breaks out in hives at the very mention of "cost control""
X Link 2023-11-22T21:39Z [----] followers, [---] engagements

"$STX has been pretty disappointing and just because I believe something is over valued doesn't make it a short. Spot could go to [---] dollars a pound. It might even stay there. I don't have a crystal ball. I just have no credible evidence that supports taking that risk. Everything I have done every model I have built - it has all lead me to conclude that its capital suicide"
X Link 2023-11-22T21:59Z [----] followers, [---] engagements

"#Uranium Well folks I am very sorry for my crimes against doctrine and heresy. As you know it is obvious that all uranium equities have 70% upside down side from here. But what do I know my timing has so far been off on STX and I must be constantly reminded about that and informed about other short positions like NVDA I didn't even realize I had 🙃. Never mind PBR. or RIG. or NFE. or CLCO. or ISENF. or EC. or ENPH. Anyway I am good sport and a big boy lol. and will be right about this too 😏 Enjoy thanksgiving and all that"
X Link 2023-11-22T22:42Z [----] followers, 12.9K engagements

"Yeaa. no. That wont work. Instead: 1- increase natural gas use. 50% of coals carbon intensity and a good transistion source of energy until we. 2- build a massive amount of nuclear and use all that power to. 3- electrify via hybridization. 4- internationalize. A more connected planet is vital. We must create a world that. 5- consumes more and Increases access to energy. 6- also not worry about what we dont have solutions. 7- and def not stop cutting down trees. by ending the biomass is carbon neutral nonsense"
X Link 2023-11-27T00:10Z [----] followers, [----] engagements

"Also whoever said I cannot cook. 🙄 Your mom was over for dinner tonight and she told me how much of a disappointment you are"
X Link 2023-11-27T04:51Z [----] followers, [----] engagements

"$CMP - "What dividend We had a dividend" So I guess they are suspending the dividend and just not talking about it lol"
X Link 2023-11-28T19:20Z [----] followers, [---] engagements

"Rah rah national sovereignty but the panama really needs a come to jesus moment: is shut down a copper mine in the middle of nowhere worth risk of a potential loss of an investment grade rating Ask your neighbors that tried that. how did it work out"
X Link 2023-11-28T22:43Z [----] followers, [---] engagements

"Ok new strategy - Anytime I have a space that involves ranting about $STX just long the stock"
X Link 2023-11-29T16:59Z [----] followers, [----] engagements

"$SNOW - Is this a "data cloud" company or an investing firm that runs a "data cloud" side hobby they get the market to pay nearly [---] million in expenses quarterly Full disclosure - I have a few December calls. because the market is full of monkeys who are just going to buy this crapco"
X Link 2023-11-29T21:42Z [----] followers, [---] engagements

"Ill have an update on $RIG out probably tomorrow. If you want a teaser Ill just say for now that I think the operating cash flow projection in their latest investor deck a bit courageous and initial feelings here is that I am probably going to reiterate my sell call. At best giving it a highly speculative-neutral. Well see. Im not done with this model yet and Ill be able to explain it more then but so far one is left with the impression that the only way to get there is if everything 110% goes their way for the next [--] quarters"
X Link 2023-12-01T04:16Z [----] followers, [----] engagements

"I have said this before and I will say it again. you are either building YOUR OWN factory to make your pressure vessels keep supply of all parts you dont make putting it on an assembly line and shipping it all in standard shipping containers or you are simply not serious about building SMRs. SMRs have one and only one advantage - they are small enough that you can do assembly line manufacturing. Thats it. On an assembly line you can build things on time. On an assembly line you can build things to a budget. So yea. $SMR is a zero. They have NO advantage or moat over established players"
X Link 2023-12-03T04:03Z [----] followers, [----] engagements

"Yes. Yes. And yes. If SMR had just been honest with themselves and their sales pitch they could have secured more funding in the everything bubble when Wall Street was handing out money like it grew on trees. But good luck on the next reactor build out in the middle of some random field I dont see it going well. Building things in factories has gotten cheaper. Building the things in the middle of a random field has gotten more expensive. Stop trying to fight the current. You have to build them in factories"
X Link 2023-12-03T16:54Z [----] followers, [--] engagements

"As my stock-based compensation poll has concluded I have a follow up Below you will find to the the Condensed Consolidated Statement of Operations in the most recent 10-Q for $SNOW. To the left you will see my proposal. Please Note: Concerning interim financial statements Title [--] CFR 210.10-01(a)(5) states "The interim financial information shall include disclosures either on the face of the financial statements or in accompanying footnotes sufficient so as to make the interim information presented not misleading. For the Quarter ending on October 31st of [----] 15% of the total Cost of"
X Link 2023-12-04T16:51Z [----] followers, [----] engagements

"The Proven Reserves Permian Panoptic and Perspicuous Presentation Desk brings you what bears that got wrong and what the bulls will get wrong. The Permian Basin - End of the Fracking Line. $DVN $EOG $XOM $FANG $PXD #Permian #oilandgas #Shale"
X Link 2023-12-07T21:36Z [----] followers, [----] engagements

"It's not "dirt cheap". What you call dirt cheap is only because of a massive surplus of generation that threatens to overload the grid unless curtailed. Why because you have too much renewables. So we add batteries. on top of the natural gas peakers on top of the over built renewables. It all adds up"
X Link 2023-12-09T19:16Z [----] followers, [--] engagements

"Sigh. F-150 Lightning (flash in the pan) that Rivian hard-to-repair or the Tesla stupid idea. Why are electric pickup trucks not going to work The Pickup truck is a segment of cars that exists to be the no-compromise car. Wanna go off road [--] wheel drive Need to haul more stuff Cool here is a bigger bed. Need to carry the family No problem they are all [--] doors. What about that boat Gotcha covered chief But an EV truck. How much do you have to travel today Umm is there a fast charger near-buy And I want to actually be productive today. spending an hour on the charger isnt that. But it will tow"
X Link 2023-12-12T00:35Z [----] followers, [----] engagements

"If you want to know why Im not selling energy. You can go long a bubble. you can short a bubble. Or you can just long energy and have some patience while getting a nice dividend"
X Link 2023-12-13T07:00Z [----] followers, [----] engagements

"Are those people the current leaders of Israel No. There are consequences of starting a war. Civilians are casualties in every war: you want that to stop Tell Hamas to surrender. But let's be clear on some things - Israel is the only nation that announces a target before an attack to minimize civilian casualties. Israel is the only nation that drops food and medical supplies behind enemy lines. They could be using a bunch of bunker busters on all those Hamas tunnels. Instead they are flooding them - putting their solders in harms way to reach the entrance of those tunnels. Because it will"
X Link 2023-12-13T17:32Z [----] followers, [--] engagements

"@ninaturner Hamas must immediately surrender See. How hard was that"
X Link 2023-12-14T05:35Z [----] followers, [---] engagements

"A certain young and eager senators staffer I doubt is the first person to ever have ahh .intimate liaison. in the senate hearing room. People like having sex folks and lesson here is not clutching pearls and Ancient Rome its to always remember - no face no case"
X Link 2023-12-17T03:21Z [----] followers, [----] engagements

"@SunSandInvest We are talking about a [--] year old kid. And we have standards - he has been fired - and I doubt will get a referenced so he has also thrown away whatever career prospects he had with this stunt. What else do you want"
X Link 2023-12-17T05:09Z [----] followers, [--] engagements

"JFC - the new Minnesota flag HAS ZERO TO DO WITH in any way shape or form with the THE FLAG OF SOMALIA. Is this how low the fucking bar is now for trying to spin some conspiracy theory nonsense A flag with green white blue and a star is not the same as the Somalian flag. Neverminded the fact the color hues are completely different: an inverted triangle is the shape of Minnesota star for states motto Star of the North the blue for the lakes the white for the snow and the green for the land and agriculture. THIS HAS LITERALLY ZERO TO DO WITH SOME KIND OF WOKE AGENDA. It's replacing a boring"
X Link 2023-12-17T20:22Z [--] followers, [----] engagements

"From Proven Reserves Kitchen: Pillow Soft Cinnamon Rolls"
X Link 2023-12-19T19:13Z [----] followers, [----] engagements

"@jdvizzle @PraiseKek It wasn't in Niger it was in Namibia. And it was [---] billion"
X Link 2023-12-19T20:17Z [----] followers, [--] engagements

"The wave always crashes and ends in a devastating wipeout. The long term survivors are always those who put fundamentals first and the secondary market as secondary in importance"
X Link 2023-12-20T19:43Z [----] followers, [---] engagements

"GOOD. Bravo Brazil for people humans first"
X Link 2023-12-21T03:22Z [----] followers, [---] engagements

"On the othering of Ben Shapiro by Tucker Carlson"
X Link 2023-12-30T05:36Z [--] followers, 16.2K engagements

"When the WHO admits Covid came out of a Chinese lab Ill entertain their dumb ideas. 🚨WHO Director-General Calls for Plant-Based Diets to Save Environment Would you eat this 3D Printed meat https://t.co/rENpRTWt2k 🚨WHO Director-General Calls for Plant-Based Diets to Save Environment Would you eat this 3D Printed meat https://t.co/rENpRTWt2k"
X Link 2023-12-30T09:12Z [--] followers, [----] engagements

"Today pretty much confirms what I suspected: a lot of the strength in anything overvalued during December was essentially holding for tax planning reasons. Oil and Gas equities are very strong today in the face of a strong rejection of [--] dollars. But If you held through sub-68 dollar WTI you're not selling"
X Link 2024-01-02T20:16Z [----] followers, [----] engagements

"$CLCO finding life in the premarket and once again seeing [--] dollars. My favorite LNG carrier line is not out yet. Perhaps Oslo is coming to their senses"
X Link 2024-01-04T11:47Z [----] followers, [---] engagements

"Note: this is the propaganda line - much like if you don't embrace ESG without DEI you will not be competitive. But come on DEI is diversity solely for the sake of diversity - if you're failing to hire someone because of some qualifier about they person and they are the best candidate for the position then the problem is the your evaluation process and this will NOT be fixed by meeting some quota which is ultimately what DEI will always be. Let me help you out and give you my thoughts on DEI [--]. Diversity Good businesses look where others don't to find the employees that will put your business"
X Link 2024-01-04T21:33Z [--] followers, [----] engagements

"The Uranium cult should elect me to be their leader. About a month ago I said Global Atomic is the only uranium equity worth buying. Let's see how this is going so far"
X Link 2024-01-05T22:22Z [----] followers, 29.4K engagements

"Stocks that are currently below where than they were on Sept 29th - $DNN $ISENF $URG $UUUU BOE (ASX) PDN (ASX) KAP (LSIN). ETFs - $URNJ $UNRM is flat - being held up by $CCJ - which is looking pretty bearish. @ProvenReserves Kind of weird that you would filter for YTD if you are comparing MTD albeit outcome is the same . For more credence would measure vs. your Sept [--] call. Hard to take you seriously when we continue to make higher highs into [----] . but may just be timeframes. https://t.co/PLp0kmQKdi @ProvenReserves Kind of weird that you would filter for YTD if you are comparing MTD albeit"
X Link 2024-01-05T23:33Z [----] followers, [----] engagements

"@_LittleFire1 @SengerChristof Niger"
X Link 2024-01-06T00:46Z [----] followers, [---] engagements

""National Park Service proposes to rehabilitate Welcome Park to provide a more welcoming accurate and inclusive experience for visitors" Accurate and inclusive Its on the site of William Penns home Are we tearing down the Washington monument next We need your input on Welcome Park rehabilitation More info at: https://t.co/owkb3jxBIV https://t.co/nh092m4S5W We need your input on Welcome Park rehabilitation More info at: https://t.co/owkb3jxBIV https://t.co/nh092m4S5W"
X Link 2024-01-07T17:42Z [--] followers, [----] engagements

"Well I said that Petrobras was the only integrated oil play worth investing in a year ago. (Add $EC if you like a little diversification). And I stand by that 100% with nearly 100% gains and a runway that is just getting started. Petrobras investors (cult members) deciding if they want to take your opinion seriously https://t.co/C6MhiHzeI6 Petrobras investors (cult members) deciding if they want to take your opinion seriously https://t.co/C6MhiHzeI6"
X Link 2024-01-08T16:21Z [----] followers, [----] engagements

"This makes my face go white. There is nothing that scares the ever living fuck out of me more that these quacks and their pseudoscience barbarism. Thousands of innocent kids are being subjected to mutilation surgery and being pressured into taking hormones that will affect them for the rest of their life. 99.99% of the time any minor with gender issues grow out of it. Now they are trying to find babies to mutilate before they can even talk They are going to take more feminine acting boys and force them to be girls. They are going to take more masculine acting girls and make them boys. JFC. I"
X Link 2024-01-10T00:12Z [----] followers, [----] engagements

"Out - dumb resource consuming building renovations and renewable targets. In - gigawatts upon gigawatts of nuclear. Vive la France France gets sober. It scraps renewable energy targets & prioritizes nuclear in new energy bill. https://t.co/7dHF7G8Sop France gets sober. It scraps renewable energy targets & prioritizes nuclear in new energy bill. https://t.co/7dHF7G8Sop"
X Link 2024-01-10T03:04Z [--] followers, [----] engagements

"Houthi sources are reporting their armada of speed boats have sunk the entire U.S. navy and currently preparing to make landings on multiple east coast USA mainland locations. /s I don't know how to say this but Houthi sources have confirmed to be that they sank [--] US aircraft carriers in the Red Sea. I don't know how to say this but Houthi sources have confirmed to be that they sank [--] US aircraft carriers in the Red Sea"
X Link 2024-01-12T01:52Z [----] followers, [----] engagements

"@mmchungking @LOWO64 Will this finally get wti to rally"
X Link 2024-01-12T02:25Z [----] followers, [--] engagements

"As I said the gap is only going to widen. Boss has a production plan for 21.8mm pounds and a current market cap of 1.443B USD. Global has a production plan for [--] million pounds (which is likely about to become 54mm) and a market cap of 540mm USD. 2x production for 1/3rd the price. how much is that Niger jurisdiction risk discount really worth Right now the market is pricing that at 81%. So - which one is going to perform best over next year Global going to it's intrinsic value of [----] per share or Boss equity going to a price that values uranium at [---] dollars a pound Choose your fighter lol"
X Link 2024-01-12T22:01Z [----] followers, [----] engagements

"Let's say they make [--] dollars a pound net profit with a market cap of 1.443B with production plus pounds they have in reserve (23.06mm) that comes out to [-----] billion. At [--] dollar U you only even make back the current market cap. Now discount that over [--] years. Don't forget that AISC does not include SGnA (market admin costs for the management. the private jets are not cheap) (For reference CCJ pays themselves [--] dollars in SGnA costs for every pound sold) or all the money that will go exploratory capex to increase production/find new resources"
X Link 2024-01-12T22:28Z [--] followers, [---] engagements

"I could say that alien's from Mars have teleported all the uranium out of Kazakhstan and it would be about as true as this dumpster fire of nonsense. From the latest Kuppy's Event Driven Monitor https://t.co/z18ixg0oe9 #uranium #uraniumsqueeze https://t.co/ZAtfzmDTez From the latest Kuppy's Event Driven Monitor https://t.co/z18ixg0oe9 #uranium #uraniumsqueeze https://t.co/ZAtfzmDTez"
X Link 2024-01-15T00:14Z [--] followers, 13.6K engagements

"@GerrardCostanz1 They would have contracted them on several year term contracts over the next year"
X Link 2024-01-15T01:42Z [----] followers, [--] engagements

""ISL uranium production in Kazakhstan requires large quantities of sulfuric acid* about [---] million tonnes per year" It's more than that"
X Link 2024-01-15T01:58Z [----] followers, [--] engagements

"@GerrardCostanz1 China Peru South Korea Japan and Mexico. Basically via boat"
X Link 2024-01-15T02:09Z [----] followers, [--] engagements

"BUT BUT THE MEDIA CONTROLLED WEF DAVOS NWO IS CLEARLY PUSHING HALEY. I live in Cobb Co Georgia. Cobb along with Gwinnett are the swing counties in Georgia. Biden will win those counties in [----] over Trump and will win Georgia. But Haley will win those counties over Biden and win Georgia. These swing voters don't like Biden. but they hate Trump even more. Choose your fighter"
X Link 2024-01-16T21:41Z [----] followers, [----] engagements

"@HomerKnowhere BUT suburban middle class voters - which is why Trump lost vote in every election"
X Link 2024-01-16T21:54Z [----] followers, [---] engagements

"@HomerKnowhere @minarchis1 And Haley wants to put boots on the ground where Trump support intervention in Yemen and put the Houthis on the terrorist list. Biden lifted that and stopped supporting the Saudi coalition"
X Link 2024-01-16T23:14Z [----] followers, [--] engagements

"@HomerKnowhere @CSupercycle @minarchis1 There is literally zero indication that Haley would reverse the current direction of US foreign policy of pulling back from the middle east. and Trump sold plenty of Raytheon equipment when he was in office"
X Link 2024-01-16T23:19Z [----] followers, [--] engagements

"@InvestInOnG Just because she doesn't entertain you doesn't make her terrible lol"
X Link 2024-01-17T01:34Z [----] followers, [---] engagements

"I see @RIG levels at [----] (tested today) [----] [----] [----] and then finally [----] But the number is [----] - a fantastic entry IMO to be sure for a long term bullish thesis in offshore. But today - RIG is at a critical level IMO. This is basically testing the resolve of the market for the breakout above [----] - if it fails here [----] is certain. @ProvenReserves Why not $3.50 @ProvenReserves Why not $3.50"
X Link 2024-01-17T16:58Z [----] followers, [----] engagements

"On courageous valuation. The AMD stock subreddit [--] months ago posted the infamous Sun Microsystems post dot com bust shareholder letter regarding the rather courageous valuation of nVidia. Of course at the time $NVDA which was trading in the mid 300s. 🙃 In a fun bit of irony $AMD is now trading at [--] times revenue (and NVDA well over 15). Do you realize how ridiculous those basic assumptions are You don't need any transparency. You don't need any footnotes. What were you thinking" No one can say what happens tomorrow or next year. But history seems to want to repeat itself and someone will"
X Link 2024-01-24T14:30Z [----] followers, [---] engagements

"@calvinfroedge @WTIBull Yea Like why he didnt go to McDonalds McDo is a loved by the French and a pillar of American cultural domination"
X Link 2024-01-26T04:41Z [----] followers, [---] engagements

"$SNAP - Sigh. So over the last [--] years and [--] quarters the market has provided over [----] billion in stock based compensation to SNAP - take that away and factoring in the cash balance of [----] billion in Sept [----] - SNAP would have to find a way to fill a [----] billion dollar hole. I.E. via bankruptcy. Since incorporation the market has provided this charity with [-----] billion dollars in APIC and SNAP has lost [-----] of it: collectively down 79% on this investment. How much more money has to be given to this incinerator before the market realizes it's only every going to be tax deductible"
X Link 2024-01-26T21:53Z [----] followers, [----] engagements

"@denverbitcoin Actually I was the one who said that"
X Link 2024-02-01T06:30Z [----] followers, [---] engagements

"You better #FOMO into $META here. you gotta buy now for that. oh boy trading at [------] after hours. [--] dollars in dividends. umm 0.45% (45th of [--] percent.) dividend yield"
X Link 2024-02-01T21:20Z [----] followers, [----] engagements

"@GerrardCostanz1 [---] USD/387 AUD. lol"
X Link 2024-02-01T23:21Z [----] followers, [---] engagements

"$CHTR - What a mess. Going forward there will be no buybacks and any material shareholder remuneration of any kind. ONCE AGAIN we find shareholders have been screwed over with the genius idea to buyback an insane amount of shares at [--] times earnings funded by issuing massive levels of debt with wanton indifference to long term shareholders returns or even the going concern itself"
X Link 2024-02-02T20:29Z [----] followers, [---] engagements

"$META Effectively Zero QoQ user growth. Utterly astonishing the market is paying zero attention to that"
X Link 2024-02-03T03:07Z [----] followers, 11K engagements

"Yea - you throw more ads you get more revenue since you bill on impressions. But the per impression price is down so are they driving lower quality impressions Are advertisers really going to continue this ad spending at these levels And are these impressions going to user base that is actually declining in engagement Because I have little confidence their DAU MAU numbers that they admit are "estimates" - like they really don't know what their actual engagement is Investors should want to know more there. And then we come to the spending. As they admitted management intends that through 2024"
X Link 2024-02-03T18:30Z [----] followers, [---] engagements

"Hmmmk. $NVDA - makes Boss Energy look cheap. AND NOT EVEN AT theoretical [---] dollar uranium - no at [---] dollar uranium Boss is trading at [--] times forward revenue. NVDA IS TRADING AT [--] times forward revenue. REVENUE. Do you understand that its called investing: what is the return on investment here Like the current margin rate from TD is 13.25% for the amount that would over [---] shares of nVidia. [----] dollars a year in interest and those shares will return a revenue per share of [----]. () While borrowing on margin for a long term investment rarely makes sense but a lot of people trade on"
X Link 2024-02-06T04:17Z [----] followers, [----] engagements

"WELL WELL lol $SNAP - with my partner in this Ponzi hunt - @aschmidt2930 $SNAP - Sigh. So over the last [--] years and [--] quarters the market has provided over [----] billion in stock based compensation to SNAP - take that away and factoring in the cash balance of [----] billion in Sept [----] - SNAP would have to find a way to fill a [----] billion dollar $SNAP - Sigh. So over the last [--] years and [--] quarters the market has provided over [----] billion in stock based compensation to SNAP - take that away and factoring in the cash balance of [----] billion in Sept [----] - SNAP would have to find a way to fill"
X Link 2024-02-06T23:16Z [----] followers, [----] engagements

"@JaguarAnalytics @Ghost_of_Phi Or there is something to be said about the staying power of the so called legacy manufacturers and their vast network of factories and supply chains"
X Link 2024-02-08T05:58Z [----] followers, [---] engagements

"@mayne_thom10796 @JaguarAnalytics @Ghost_of_Phi I think growth pains are the primary issue. Rivian cannot even seem to produce to the existing capacity and Tesla cannot keep the market paying top dollar for their lineup that is all in desperate need of a refresh. BYD has effective no access to the North America"
X Link 2024-02-08T06:02Z [----] followers, [--] engagements

"My only criticism of $BTU is the buybacks mind virus. Let's consider the actual results - the market cap of BTU is down YoY despite a higher stock price. Centurion is great and all - but it's also two years away. With the market seemingly unwilling to bid this wildly underpriced asset - shareholder remuneration could perhaps be better directed with a higher weight to dividends. By raising the dividend to [--] cents a share per quarter. This would result in a 4% annual dividend yield at [--] dollars a share bringing $BTU into greater line with it's peers on dividend yield. Based on the current"
X Link 2024-02-09T20:50Z [----] followers, [----] engagements

"$ARM I hadnt taken a look at earnings until now. seeing as the stock was up what 100% in three days Sigh. Is this what the secondary market is now Go public so you can jack up stock based compensation and then subtract that for adjusted earnings and tell (clearly stupid) investors your earnings increased. THIS IS WHY BEARS ARE BEARS. ONE DAY THIS CLOWN SHOW AND PARODY OF INVESTING IS GOING TO END: A LOT OF PEOPLE ARE GOING TO LOSE EVERYTHING OF WHEN THEIR STOCK REVALUED TO INTRINSIC VALUE. What is that intrinsic value It sure as fuck isnt [--] times revenue"
X Link 2024-02-12T16:28Z [----] followers, 184.7K engagements

"@bitarchon "Value Bulls Survive and Compound - Smart Bears die on their hill - and Dumb Bulls make excuses for not selling". A better quote"
X Link 2024-02-12T18:20Z [----] followers, [----] engagements

"I took a look at how they calculate CPI over at the data torture dungeon called Bureau of Labor Statistics. Step [--] - Calculate how much the price of a box of cheez-its has changed. Step [--] - Determine the most byzantine way to do step [--]. Step [--] - Confuse everyone"
X Link 2024-02-13T17:34Z [----] followers, [----] engagements

"Project Creep"
X Link 2024-02-17T21:07Z [----] followers, [----] engagements

"You are so by the book. 🥲😏 I love when people compliment and approve my little home improvement DIY projects: especially because they are always in compliance with code. (NFPA 70). $NUE"
X Link 2024-02-20T15:34Z [----] followers, [---] engagements

"$NVDA - once again another double digit revenue beat and guiding for the same next quarter. The Immaculate Balance Sheet - [--] Quarters in a row of basically exceeding all rational estimates of financial performance. Not a single miss anywhere. I don't have any evidence to make any kind of conclusion but REALLY The numbers reported are perfect. perhaps too perfect"
X Link 2024-02-21T21:51Z [----] followers, [----] engagements

"I don't have a position here but $D cash flow statement paints a picture a clear as day of the problems that are a growing cancer in utilities. [--] billion in capex over the last two years for an increase in YoY revenue of [---] million. (2.68% TOP LINE return in a 5% risk free rate environment). Dividends that are in excess of earnings by 34%. yeaaaaa. ok. These utilities maybe need to stop concerning themselves with ESG sustainability and maybe worry GAAP sustainability. So I ask: what is the plan here"
X Link 2024-02-22T15:52Z [----] followers, [----] engagements

"$PBR - my read on the comments from Prates - Extraordinary Dividends might be less extraordinary. because: Prates does not intend to take Petrobras in the direction of taking on debt to fund capex in renewables or otherwise. I think the target of todays commentary is more aimed at the government. Petrobras has to be able to make accretive investments and funding the government with "blockbuster dividends" reduces the ability of Petrobras to do that. Prates use of the term blockbuster dividends is not an accident. I view these comments as signaling that his goals with PBR is to invest higher"
X Link 2024-02-28T18:03Z [----] followers, [----] engagements

"I believe this is the first time the material weakness qualifier has been applied by the company. The open is going to be interesting to see the markets reaction. $ADM. https://t.co/6v7qPunJ6W https://t.co/6v7qPunJ6W"
X Link 2024-03-01T13:41Z [----] followers, [----] engagements

"$ADM - They don't anticipate an impact on consolidated financials. because they hope to god it hasn't. But Internal Control deficiencies are nothing to just disregard. If you were willing to cook the books on intersegment sales to make the nutrition segment look better you are not far removed from making the segment you took profits away from also look better than they really are. The only thing the investors can rely on is the internal controls have ensured that the financial statements are fairly presented and free of material misstatements. and ADM has just been caught lying. This is no"
X Link 2024-03-01T20:06Z [----] followers, [---] engagements

"Even with $PANW selling off. there has never been in a time in the last [--] years where $MSFT $NVDA and $AMD have all been trading above [--] times forward revenue. The insane are running the asylum"
X Link 2024-03-01T22:58Z [----] followers, [----] engagements

"Plant Vogtle - [--] reactors: a complete fully critical and operational power station. The single largest source of carbon free power anywhere in this grand and glorious county [-----] GWe operating 24/7 for decades to come. Georgia Leads The Way. Then there were [--]. https://t.co/QWx3Ourbc0 Then there were [--]. https://t.co/QWx3Ourbc0"
X Link 2024-03-03T17:52Z [----] followers, [----] engagements

"Did you get dumped on Next time dont buy a company that just reported a quarterly operating loss of over [---] million. 🤡🤡🤡🤡 YOU GOT WHAT YOU DESERVED. $ALB"
X Link 2024-03-05T00:50Z [----] followers, [----] engagements

"@theyhatemetoo Hell. No. $ALB is overpriced garbage"
X Link 2024-03-05T00:54Z [----] followers, [---] engagements

"Thoughts I have a lot. $ALB is a dumpster fire of reckless and incompetent management that has done nothing but spent years issuing debt to cover their black hole capex budgets. And now they find themselves with crashing lithium prices and two quarters in a row of negative operating profits. MnA is the last thing they should be concerned with unless they intend to sell themselves. Other than that one thing a fucking time. The stock should be trading in the mid 30s. at best"
X Link 2024-03-05T05:35Z [----] followers, [---] engagements

"$CRWD. They made [------] million dollars last year. and checks notes the current market cap is [--] billion. [---] times trailing earnings. [--] times trailing revenue. I think you have better odds at an actual casino"
X Link 2024-03-05T21:14Z [----] followers, [----] engagements

"There are much cheaper investments that are also growing and actually made an actual profit. The fact that they spent over [---] million last year on R&D nearly 25% of revenue. should tell you they dont have any moat at all. But yes. paying for growth. i.e. irrational gambling. If your long crwd strike here. well please see this tweet below It seems like 'generational buying opportunity' is being confused with generational return on investment period. It seems like 'generational buying opportunity' is being confused with generational return on investment period"
X Link 2024-03-06T02:30Z [----] followers, [---] engagements

"I just want to review for the group - Before Feb 24th [----] the following was true. - Finland was not in NATO. - Sweden was not in NATO. - There was no NATO army threatening Russia to do god knows what based on some fantasy (fever dream) scenario dreamed by up Putin. - Russia was selling billions of dollars of gas to Europe ever year. - Europe was at a historical low level of military spending and deployable forces. In other words from a security perspective Russia's western flank was more secure on Feb 23rd [----] than at any time in its recorded history. But Victoria Nuland 🤡 BUT NATO"
X Link 2024-03-06T20:05Z [----] followers, [----] engagements

"Yep. As well as Albania Belgium Bulgaria Canada Croatia Czechia Denmark Estonia France Germany Greece Hungary Iceland Italy Latvia Lithuania Luxembourg Montenegro Netherlands North Macedonia Norway Poland Portugal Romania Slovakia Spain Turkey and the United Kingdom"
X Link 2024-03-06T22:03Z [----] followers, [---] engagements

"It's a go on $ADM Nice of them to release before Opex LOL"
X Link 2024-03-07T19:56Z [----] followers, [---] engagements

"I increased my $PBR position by 40% via this flash crash. Extraordinary Dividend I think that will be decided at the AGM anyway. Regardless on the current dividend will have a forward 15% yield - Without factoring in increasing production. Yea that is buy all day every day. If you think I am not still bullish on Petrobras sorry to disappoint"
X Link 2024-03-08T05:25Z [----] followers, 16.1K engagements

"$PBR $PRBA #PETR3 #PETR4 It seems there is some major disagreement on the BoD - Prates slipped that he advocated for what would have been effectively a 60% of [----] FCF dividend (50/50) but it seems like this proposal was voted down 5/4 with Prates abstaining. My position on this matter remains inline with my previous post. At the AGM an extraordinary dividend could be declared and I expect one to occur. https://x.com/ProvenReserves/status/1765998393585811841s=20 https://x.com/ProvenReserves/status/1765998393585811841s=20"
X Link 2024-03-08T17:02Z [----] followers, 10.1K engagements

"#petrobras. $PBR #PETR3 #PETR4 Let's review today so far. We know there is a meeting with Lula Prates Haddad And Silveira today at [--] p.m. We have been getting mixed messages in the media because BOTH sides of this argument are talking to the press. Team Socialism/Silveira - Lula is unhappy with Prates abstaining the fuel pricing policy and wants Prates to explain why the market was expecting an extraordinary dividend when he wanted more investments. Team Pragmatic/Prates - Is saying that Prates warned Lula this would be the market reaction while Silveira said it wouldn't. Extraordinary"
X Link 2024-03-11T18:57Z [----] followers, 14.1K engagements

"If you're going to panic panic first. Im downgrading #Petrobras to hold: with price target for any additional shares is $11.10 (common or preferred) - this represents a 15% annual yield plus a 5% socialist stupidity risk premium. If you are currently holding and are fine with the yield I dont advise you sell at this time. But please note - the dividend is based on free cash flow and with increased investments - nothing is certain as to the yield but I am willing to assuming a 15% yield at the current market value. As I said this is only a hold rating. If you are holding PBR from the single"
X Link 2024-03-12T01:40Z [----] followers, 14.1K engagements

"$ADM - I have reviewed the 10-k and I like what I see. The total shareholder return plans for [----] at very affordable with annualized dividend costs and buyback cash flows well within the enterprises ability to generate them from operations. While there are declines YoY in profits the business is fundamentally sound with YoY gross margins increasing 7.38% and continuing the trend of increased gross margin percentage. I would apply a price target of $76.95 based on an estimated 8% shareholder yield for [----]. ADM is currently trading for reasons that should be obvious significantly below it's"
X Link 2024-03-12T18:15Z [----] followers, [----] engagements

"@happydays00769 My theory is that Cameco isn't having to buy millions of spot pounds due to a lower delivery schedule after Q4 [----]. This was something I warned people might happen. But I was told the market was like. broken FUBRed etc"
X Link 2024-03-13T19:36Z [----] followers, [----] engagements

"I think a $BA Boeing bankruptcy isnt really a matter of if but when"
X Link 2024-03-15T04:16Z [----] followers, [----] engagements

"$BA Boeing when not if bankruptcy continued"
X Link 2024-03-15T04:26Z [----] followers, [----] engagements

"@financefelix $GM filed for chapter [--] in 2009"
X Link 2024-03-15T04:32Z [----] followers, [---] engagements

"$ADM train leaving the station"
X Link 2024-03-15T14:41Z [----] followers, [---] engagements

"How the $BA bankruptcy would go down"
X Link 2024-03-15T16:32Z [----] followers, [----] engagements

"$ADM we are just getting started. $ADM https://t.co/LGaulrAgwg $ADM https://t.co/LGaulrAgwg"
X Link 2024-03-15T19:50Z [----] followers, [----] engagements

"Pretty good week on the market. Feeling great about the next [--] months"
X Link 2024-03-15T23:14Z [----] followers, [----] engagements

"CSX ET44AH [----] Leads Loaded $ADM Grain Train Grain train I think you mean GAIN TRAIN. via @YouTube"
X Link 2024-03-16T02:16Z [----] followers, [---] engagements

"Choooooo choooooo. Gain train. Going to plan and on schedule. $ADM"
X Link 2024-03-16T02:24Z [----] followers, [----] engagements

"ADM will purchase around [----] million shares into the treasury account within one month. How much that will drive up the price cannot be determined. The [--] day average daily volume is around [---] million. The thesis of this investment does not rely on the buyback but it might be a nice price action bonus. ADM is a buy here because one - it doesnt appear to be Enron nor does there appear to be anything wrong with their business. Its a good price for a company that isnt going anywhere and has always traded at a far higher valuation"
X Link 2024-03-16T03:40Z [----] followers, [--] engagements

"Austin lets not mince words an asset that generates zero cash flow will always generate zero cash flow and has zero intrinsic value compared to assets that print billions of dollars in cash flow annually. Utterly astonishing. You will own nothing and be happy I guess. Dogecoin has a higher market cap than all of these coal companies combined. https://t.co/4XANvex9pM Dogecoin has a higher market cap than all of these coal companies combined. https://t.co/4XANvex9pM"
X Link 2024-03-17T03:23Z [----] followers, [----] engagements

"So far many decades we followed a pretty sensible cost breakdown. a home was [---] times your annual income. Rent was no more than 25% of an annual income. A new car was 50% of an annual income. Decade of low interest rates to compensate for the slow down in growth in the economy have had some unintended consequences - low rates have driven cheap speculation: equity that is overvalued. Land and extant homes that are not actually economically productive have gone up in price because of lower interest rates driven mortgages down in price creating the illusion of affordability. These prices have"
X Link 2024-03-17T07:50Z [----] followers, [----] engagements

"PLEASE - We can finally end the trade embargo so I can get my Havana Club (made by $PRNDY. because of course the French) at the liquor store rather than having fill my suitcase with PLEASE NOTE: the dutifully declared and legal allowance of bottles to back into the country when I go across the border to a nation that stopped fighting the cold war 30+ years ago. BREAKING: [--] representatives of the Cuban Communist Party in the town of El Cobre have been forced to flee up to the roof of the party headquarters after protesters gathered around the building and started chanting: NO ONE ELECTED"
X Link 2024-03-18T14:51Z [----] followers, [----] engagements

"Sigh - I have also said REPEATEDLY - that Global Atomic $GLATF should allocated as a SMALL position only. And if you're are operating under the assumption that uranium equities don't sell off wellllll. good luck. AND I live in a glass house. You know what a glass house is Transparency. The valuation on these equities is nothing but pure mania. #Uranium is the AI of the natural resource sector and for the same reasons I am not long $NVDA either. All the memes and nonsense that is directed at me is as best I can tell because y'all just don't want me talking about that. In EVERY investment"
X Link 2024-03-18T16:54Z [----] followers, 15.2K engagements

"A solid play and there is PLENTY of upside left imo. I am holding a long equity position with multiple option contracts for [--] dollars in April and again June now all in the money. 💵$ADM I am very pleased with the market price action and with my trade structuring if the price reaches $68 before opex in April I will have just under a 100% profit. T minus [--] dollars to lift off lol. @ProvenReserves @btimmins21 As shown in my daily recap I hold a position in $ADM @ProvenReserves @btimmins21 As shown in my daily recap I hold a position in $ADM"
X Link 2024-03-19T02:37Z [----] followers, [----] engagements

"$MU didn't just aggressively push revenue recognition to make the quarter look good. AND THEN NOT pay the bills to make sure that the (continued**) lack of free cash flow wasn't a total disaster. AND THEN still have to issue new debt anyways but hey no (major) "cash burn" this quarter. Of course thanks to interest income you might think MU is a bank because MU makes almost as much money on their cash as they do on the operations. 😂🤡 But of course the market won't notice they have bid MU to all time highs and it has NO FREE CASH FLOW. JFC. At least $NVDA makes money. (No where near enough to"
X Link 2024-03-20T21:53Z [----] followers, [----] engagements

"What is potentially happening here which is what I am implying is that they are pushing customers to get orders to a state of revenue recognition. Its VERY odd to have accounts receivable go up that much in one quarter (accounts receivable is revenue that been recognized but not paid for). They may not be able to actually sustain this pace. Its just very odd to have higher demand but customers are less willing to pay cash"
X Link 2024-03-20T23:29Z [----] followers, [--] engagements

"The gains just continue to go higher. $ADM. $ADM - THE CANNONBALL RALLY. https://t.co/SfHyRpBYr2 $ADM - THE CANNONBALL RALLY. https://t.co/SfHyRpBYr2"
X Link 2024-03-21T15:13Z [----] followers, [----] engagements

"Going long $AAPL here. [------] call April - Monthly. Once the legal absurdity of the justice departments mob-style shakedown of Apple is assessed the stock will get a nice bounce IMO. (MY OPINION)"
X Link 2024-03-21T19:54Z [----] followers, [----] engagements

"Im long $MTCH. This is a strong play that prints money and will potentially buy back 10% of the float this year. (and will do it without issuing debt). $mtch Match Group is a hated stock outside of a handful of value lunatics and activist investment funds like Elliott. And for a reason. YoY revenue growth and operating margins fell off a cliff (last [--] months averaged below). https://t.co/xysl9k8Mfa $mtch Match Group is a hated stock outside of a handful of value lunatics and activist investment funds like Elliott. And for a reason. YoY revenue growth and operating margins fell off a cliff"
X Link 2024-03-22T22:38Z [----] followers, [----] engagements

"I have been getting some questions and requests for investors looking at a long play in $ADM. So I will be putting out my assessment on my substack tomorrow going over some data points the current narrative and fundamentals of the business: focusing on its growth potential while highlighting its incredible moat and staying power. But essentially ADM takes plants and it if can be made into an edible ingredient they do it. A great processing machine first fed by providing materials and services to farmers taking their food production processing it into ingredients finally distributing such"
X Link 2024-03-26T03:57Z [----] followers, [---] engagements

"The $GME results are not the disaster the afterhours is treating it. No dilution YoY. YoY quarterly earnings are up 31%. Yea there is some right sizing but profitability is being improved"
X Link 2024-03-26T20:54Z [----] followers, [----] engagements

"$RH - PART [--]. JFC THE CASH BURN HERE IS INCREDIBLY. BUT THE MARKET IS BUYING THE DIP LOOLOLOL"
X Link 2024-03-27T20:36Z [----] followers, [---] engagements

"So we are finding out the shocking conclusion that massive government deficit spending into a period of full employment creates inflation Cleveland Fed now at 3.41% Cleveland Fed now at 3.41%"
X Link 2024-03-28T01:40Z [----] followers, [----] engagements

"$RH - I SERIOUSLY do not understand this one at all. Restoration Hardware is up after missing street est for topline and bottom line. on a not insubstantial double miss and it's up 15.73%. First they burn a cash pile down by over [--] billion dollars in two years buying back 35% of their stock at [--] times earnings. 🤪 The market does realize that all the cash that has been putting a bid on the stock for the last [--] years is gone right Then the 4th paragraph of the investor letter they pointed to delays caused by conclicts in the red sea. You know for all of their products that ship from southeast"
X Link 2024-03-28T15:31Z [----] followers, [---] engagements

"I want to be clear that lithium declines is not analogous to the price action in uranium spot. Lithium declined because as best I can tell production increasing faster than demand. Uranium UxC spot price moves were due to cameco having to buy more spot pounds to fulfill contracts in the 4th quarter. Beyond that I am not going to get off my soapbox about the huge risk in reading too much into the UxC spot price especially given the lack of data around quantity/volume trades not reported to UxC or any kind of level [--] data on the bid ask spread"
X Link 2024-04-01T15:59Z [----] followers, [---] engagements

"Gold. an unproductive asset"
X Link 2024-04-02T12:23Z [----] followers, [----] engagements

"I get that - but productive assets are the value it doesn't matter what your medium of exchange is productive assets will ALWAYS outperform unproductive gold. And you don't even have to own some stupid tech company. you could have invested in railroads like #UNP and $NSC [--] years ago and have significantly greater dollar returns. A big mac [--] dollars today but cost [--] dollars [--] years ago. 60% inflation. A Ford explorer XLT base price is 38k today and was 29k over the same period. 31% inflation. But Gold is up 6x over that period. It will be argued that the dollar has been deflated that much in"
X Link 2024-04-02T17:50Z [----] followers, [---] engagements

"No one talks like this unless they are in a cult. Put away your social media hat for a second and put on your attention span hat. Read this. I know its not a meme or a short video. Read it anyway. It was sent to me from a friend with the following message. Hi Hillel Hope you are ok in these crazy times. I need your https://t.co/OR0jHbM3q5 Put away your social media hat for a second and put on your attention span hat. Read this. I know its not a meme or a short video. Read it anyway. It was sent to me from a friend with the following message. Hi Hillel Hope you are ok in these crazy times. I"
X Link 2024-04-03T05:17Z [----] followers, [---] engagements

"The desperation in pumping $tsla is getting comical. India factory Zero interest financing in China Whats next One year of free Failed Self Driving included"
X Link 2024-04-03T14:14Z [----] followers, [----] engagements

"https://twitter.com/i/spaces/1vAxRvNXRaqxl https://twitter.com/i/spaces/1vAxRvNXRaqxl"
X Link 2024-04-04T00:15Z [----] followers, [---] engagements

"$PBR going bonkers. $TSLA round tripping. It's full on telenovela today"
X Link 2024-04-04T15:40Z [----] followers, [----] engagements

"So - I think it's safe to say that Prates is not leaving. https://t.co/96w7PJoInt https://t.co/96w7PJoInt"
X Link 2024-04-04T18:47Z [----] followers, [----] engagements

"$ADM - THE HARVEST IS COMING. AND IT WILL BE BOUNTIFUL"
X Link 2024-04-04T20:36Z [----] followers, [---] engagements

"Sigh. You sell because of a war Rule of Acquisition number [--] - war is good for business"
X Link 2024-04-04T20:52Z [----] followers, [----] engagements

"I like post things with actual data so here. Basically $MCD is pricing things more logically. the medium fry is no longer the worst deal. But I dont care how you want to spin it [--] ways to Sunday about people getting paid more THE MEDIAN HOUSEHOLD INCOME HAS NOT RISEN ANYWHERE CLOSE TO EVEN 30% let alone 60% in the last [--] years. JFC. New "large" fries at California McDonald's. $5.19 https://t.co/B1HQMi727O New "large" fries at California McDonald's. $5.19 https://t.co/B1HQMi727O"
X Link 2024-04-07T04:03Z [----] followers, [----] engagements

"https://twitter.com/i/spaces/1BRJjPLjRXaKw https://twitter.com/i/spaces/1BRJjPLjRXaKw"
X Link 2024-04-10T00:31Z [----] followers, [---] engagements

"Welll. Whatever all this really means its a big deal"
X Link 2024-04-11T12:33Z [----] followers, [---] engagements

"I am playing at [---] Strike straddle on $BA - May 17th monthly. Have I made a terrible mistake or am I getting an upgrade to genius trader lol"
X Link 2024-04-11T20:03Z [----] followers, [----] engagements

"$TSLA is cutting the price of the thing everyone who long is most bullish for the company - in half. Stock spikes after hours. What's next Everyone gets a blowjob and a pony to go with their free** robotaxi **Something something caculation car pays for itself with some ridiculous assumptions"
X Link 2024-04-12T20:20Z [----] followers, [----] engagements

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